ICMA-RC Company
Industry: Company
DescriptionFounded: 1933 Subsidiary: ICMA-RC Services, LLC, Asset Management Arm
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ICMA-RC Employees
Employee
Years
Job
Industry
Corey Wiggins Corey Wiggins's ICMA-RC Experience September 2015 - Present
Job Director, Relationship Management at ICMARC
Industry Financial Services
Experience
ICMA-RC September 2015 - Present
ICMA-RC September 2011 - September 2015
Standard Insurance Company December 2006 - November 2009
Standard Insurance Company August 2004 - December 2006
Skills
Defined Benefit, Pensions, Retirement, Employee Benefits, Retirement Planning, Investments, IRAs, Series 63, Mutual Funds, 401k, 457 Plans, Deferred Compensation
Education
University of Oregon 2000 — 2004
BS Business Administration, Economics Minor
ICMA-RC September 2015 - Present
ICMA-RC September 2011 - September 2015
Standard Insurance Company December 2006 - November 2009
Standard Insurance Company August 2004 - December 2006
Skills
Defined Benefit, Pensions, Retirement, Employee Benefits, Retirement Planning, Investments, IRAs, Series 63, Mutual Funds, 401k, 457 Plans, Deferred Compensation
Education
University of Oregon 2000 — 2004
BS Business Administration, Economics Minor
Lorna Kerr, PHR® Lorna Kerr, PHR®'s ICMA-RC Experience September 2013 - Present
Job Sales Operations Manager/ Recruiter at ICMARC
Industry Financial Services
Experience
ICMA-RC September 2013 - Present
ICMA-RC February 2012 - September 2013
ICMA-RC 2009 - 2012
ICMA-RC February 2008 - 2012
ICMA-RC January 2002 - January 2007
ICMA-RC October 2000 - December 2001
Legal & General America 1998 - 2000
Skills
Employee Relations, Employee Benefits, Deferred Compensation, Strategic Financial..., Recruiting, Management, Retirement Planning, IRAs, 401k, Sourcing, Financial Services, Personnel Management, Analysis, Interviews, Applicant Tracking..., Leadership, Training, Sales, College Recruiting, Time Management, Onboarding, Talent Management, Talent Acquisition, Performance Management, Human Resources, Organizational..., Strategic Planning
Education
Jack Welch Management Institute 2014 — 2017
Master of Business Administration (MBA)
University of Maryland University College 2006 — 2010
Bachelor of Science, Human Resource Management
ICMA-RC September 2013 - Present
ICMA-RC February 2012 - September 2013
ICMA-RC 2009 - 2012
ICMA-RC February 2008 - 2012
ICMA-RC January 2002 - January 2007
ICMA-RC October 2000 - December 2001
Legal & General America 1998 - 2000
Skills
Employee Relations, Employee Benefits, Deferred Compensation, Strategic Financial..., Recruiting, Management, Retirement Planning, IRAs, 401k, Sourcing, Financial Services, Personnel Management, Analysis, Interviews, Applicant Tracking..., Leadership, Training, Sales, College Recruiting, Time Management, Onboarding, Talent Management, Talent Acquisition, Performance Management, Human Resources, Organizational..., Strategic Planning
Education
Jack Welch Management Institute 2014 — 2017
Master of Business Administration (MBA)
University of Maryland University College 2006 — 2010
Bachelor of Science, Human Resource Management
Tanya Rocchio Tanya Rocchio's ICMA-RC Experience September 2014 - Present
Job Managing Director Business Development at ICMARC
Industry Financial Services
Experience
ICMA-RC September 2014 - Present
ICMA-RC April 2005 - September 2014
Everhart Financial Group June 2004 - April 2005
Citistreet Financial November 2002 - June 2004
Nationwide Financial April 2001 - November 2002
Skills
Series 6, Series 63, Series 65, Retirement Planning, Mutual Funds, IRAs, Retirement, Asset Allocation, Investment Advisory, Defined Benefit, Investments, Retirement Plan..., Insurance, Defined Contribution, Financial Services
Education
The Ohio State University
Bachelor of Science, Financial Management
ICMA-RC September 2014 - Present
ICMA-RC April 2005 - September 2014
Everhart Financial Group June 2004 - April 2005
Citistreet Financial November 2002 - June 2004
Nationwide Financial April 2001 - November 2002
Skills
Series 6, Series 63, Series 65, Retirement Planning, Mutual Funds, IRAs, Retirement, Asset Allocation, Investment Advisory, Defined Benefit, Investments, Retirement Plan..., Insurance, Defined Contribution, Financial Services
Education
The Ohio State University
Bachelor of Science, Financial Management
James Engelbach James Engelbach's ICMA-RC Experience December 2003 - April 2006
Job Internet Sales Manager at Ourisman Automotive Group
Industry Transportation/Trucking/Railroad
Experience
Ourisman Automotive Group October 2013 - Present
Pioneer Custom Cleaning December 2010 - October 2013
Engelbach Insurance Agency April 2006 - June 2012
ICMA-RC December 2003 - April 2006
T. Rowe Price February 2000 - December 2003
Skills
Software Installation, Software Documentation, Customer Service, Microsoft Excel, Microsoft Word, Fleet Management, Quality Control, Automotive Safety, Insurance, Leadership, Data Analysis, Quality Assurance, Management
Education
University of Baltimore 1995 — 1999
Bachelor of Science, Finance
Ourisman Automotive Group October 2013 - Present
Pioneer Custom Cleaning December 2010 - October 2013
Engelbach Insurance Agency April 2006 - June 2012
ICMA-RC December 2003 - April 2006
T. Rowe Price February 2000 - December 2003
Skills
Software Installation, Software Documentation, Customer Service, Microsoft Excel, Microsoft Word, Fleet Management, Quality Control, Automotive Safety, Insurance, Leadership, Data Analysis, Quality Assurance, Management
Education
University of Baltimore 1995 — 1999
Bachelor of Science, Finance
Ken Wedemeyer Ken Wedemeyer's ICMA-RC Experience August 2006 - Present
Job Director, Strategic Relations at ICMARC
Industry Financial Services
Experience
ICMA-RC August 2006 - Present
BBVA Compass March 2002 - March 2006
Skills
Sales Management, Investments, New Business Development, Strategic Planning, Sales, 401k, Negotiation, Business Development, Management, Team Building, Business Strategy, Insurance, Account Management, Business Planning, Relationship Management, Leadership, Financial Services, Policy, Public Speaking
Education
The University of Texas at Austin - The Red McCombs School of Business
Bachelor of Business Administration (BBA)
University of Houston, C.T. Bauer College of Business
ICMA-RC August 2006 - Present
BBVA Compass March 2002 - March 2006
Skills
Sales Management, Investments, New Business Development, Strategic Planning, Sales, 401k, Negotiation, Business Development, Management, Team Building, Business Strategy, Insurance, Account Management, Business Planning, Relationship Management, Leadership, Financial Services, Policy, Public Speaking
Education
The University of Texas at Austin - The Red McCombs School of Business
Bachelor of Business Administration (BBA)
University of Houston, C.T. Bauer College of Business
Elizabeth J. Burke Elizabeth J. Burke's ICMA-RC Experience 1995 - 2013
Job Innovative Consultant, Project Developer, Writer, Editor, Instructor, Energy Saving Consultant, Family Memory Journalist
Industry Online Media
Experience
Elizabeth J. Burke Consulting March 2013 - Present
Elizabeth J. Burke Consulting March 2013 - Present
Elizabeth J. Burke Consulting 2008 - Present
ICMA-RC 1995 - 2013
AAUW 1995 - 1995
AAUW 1995 - 1995
Career Blazers 1995 - 1995
EEI Communications 1995 - 1995
Priests for Equality 1994 - 1994
Telesec Staffing Services 1992 - 1994
Skills
Project Development, Training Programs, Editing, Writing, Training, Management, Human Resources, Analysis, Proposal Writing, Program Management, Policy, Leadership, Strategic Communications, Technical Writing, Corporate Communications, E-Learning, Data Analysis, Time Management, Help Files, Short Stories, Management Consulting, Educational Consulting, Energy Efficiency, Web-based Communication, Project Management, Research, Blogging, Public Relations, Newsletters
Education
University of Maryland College Park 1989 — 1994
Bachelor of Arts (B.A.), English Language and Literature, Creative Writing
University of Maryland College Park 1989 — 1994
Bachelor of Arts (B.A.), French Language and Literature
University of Maryland College Park 1989 — 1994
Liberal Arts in Business Program, Business Management
Elizabeth J. Burke Consulting March 2013 - Present
Elizabeth J. Burke Consulting March 2013 - Present
Elizabeth J. Burke Consulting 2008 - Present
ICMA-RC 1995 - 2013
AAUW 1995 - 1995
AAUW 1995 - 1995
Career Blazers 1995 - 1995
EEI Communications 1995 - 1995
Priests for Equality 1994 - 1994
Telesec Staffing Services 1992 - 1994
Skills
Project Development, Training Programs, Editing, Writing, Training, Management, Human Resources, Analysis, Proposal Writing, Program Management, Policy, Leadership, Strategic Communications, Technical Writing, Corporate Communications, E-Learning, Data Analysis, Time Management, Help Files, Short Stories, Management Consulting, Educational Consulting, Energy Efficiency, Web-based Communication, Project Management, Research, Blogging, Public Relations, Newsletters
Education
University of Maryland College Park 1989 — 1994
Bachelor of Arts (B.A.), English Language and Literature, Creative Writing
University of Maryland College Park 1989 — 1994
Bachelor of Arts (B.A.), French Language and Literature
University of Maryland College Park 1989 — 1994
Liberal Arts in Business Program, Business Management
Joe 'Yuxuan' Wang Joe 'Yuxuan' Wang's ICMA-RC Experience January 2014 - March 2014
Job Data Analyst at Newday Financial LLC
Industry Financial Services
Experience
NewDay Financial December 2014 - Present
U.S. Department of Housing and Urban Development October 2013 - May 2014
ICMA-RC January 2014 - March 2014
CITIC Securities January 2012 - March 2012
PwC July 2011 - September 2011
Skills
Financial Analysis, Equity Research Analysis, Asset Management, Credit Risk, English, Research, Accounting, Auditing, Modern Portfolio Theory, Microsoft Office, Matlab, C, SAS programming, VBA, Eviews, Mandarin, Investment Banking, LBO, Valuation, Financial Modeling, EViews, Bloomberg, Corporate Finance, Finance, SAS, Portfolio Management, Data Analysis
Education
University of Maryland College Park 2012 — 2014
Master of Science (MS), Quantitative Finance, 3.89/4.0
Xi'an Jiaotong University 2008 — 2012
Bachelor of Economics, Mathematical Economics and Finance
NewDay Financial December 2014 - Present
U.S. Department of Housing and Urban Development October 2013 - May 2014
ICMA-RC January 2014 - March 2014
CITIC Securities January 2012 - March 2012
PwC July 2011 - September 2011
Skills
Financial Analysis, Equity Research Analysis, Asset Management, Credit Risk, English, Research, Accounting, Auditing, Modern Portfolio Theory, Microsoft Office, Matlab, C, SAS programming, VBA, Eviews, Mandarin, Investment Banking, LBO, Valuation, Financial Modeling, EViews, Bloomberg, Corporate Finance, Finance, SAS, Portfolio Management, Data Analysis
Education
University of Maryland College Park 2012 — 2014
Master of Science (MS), Quantitative Finance, 3.89/4.0
Xi'an Jiaotong University 2008 — 2012
Bachelor of Economics, Mathematical Economics and Finance
Paul Nacario Paul Nacario's ICMA-RC Experience February 2015 - Present
Job Vice President, Institutional Sales at ICMA RC
Industry Financial Services
Experience
ICMA-RC February 2015 - Present
Skills
Registered Investment..., Deferred Compensation, Defined Contribution, Defined Benefit, Series 7
Education
University of San Francisco 1986 — 1990
Bachelor of Science (B.S.), Marketing
ICMA-RC February 2015 - Present
Skills
Registered Investment..., Deferred Compensation, Defined Contribution, Defined Benefit, Series 7
Education
University of San Francisco 1986 — 1990
Bachelor of Science (B.S.), Marketing
Michael Brice Michael Brice's ICMA-RC Experience November 2003 - 2005
Job BusinessSystem Analyst
Industry Information Technology and Services
Experience
Highpoint Staffing April 2015 - Present
Social Security Administration July 2009 - March 2015
Integrated Benefit Solutions 2008 - March 2009
Brice Consulting November 2005 - March 2009
SunGard 2005 - 2008
ICMA-RC November 2003 - 2005
MK Consulting January 2003 - May 2003
Factorum March 2002 - December 2002
Mascom January 2001 - March 2002
MetroIS November 2000 - January 2001
Skills
Excel, Microsoft Office, Operations Management, Full SDLC, Business Analysis, Business Requirements, Supervisory Skills, PowerPoint, Quality Center, Hyperion, RoboHelp, Microsoft Excel, Testing, Requirements Gathering, Analysis, Software Documentation, Management, Training, Leadership, Visio, SDLC, SharePoint, Requirements Analysis, Access, Process Improvement, User Acceptance Testing
Education
University of Baltimore
Highpoint Staffing April 2015 - Present
Social Security Administration July 2009 - March 2015
Integrated Benefit Solutions 2008 - March 2009
Brice Consulting November 2005 - March 2009
SunGard 2005 - 2008
ICMA-RC November 2003 - 2005
MK Consulting January 2003 - May 2003
Factorum March 2002 - December 2002
Mascom January 2001 - March 2002
MetroIS November 2000 - January 2001
Skills
Excel, Microsoft Office, Operations Management, Full SDLC, Business Analysis, Business Requirements, Supervisory Skills, PowerPoint, Quality Center, Hyperion, RoboHelp, Microsoft Excel, Testing, Requirements Gathering, Analysis, Software Documentation, Management, Training, Leadership, Visio, SDLC, SharePoint, Requirements Analysis, Access, Process Improvement, User Acceptance Testing
Education
University of Baltimore
Hayden Taylor's ICMA-RC Experience 2007 - 2009
Job App Developer
Industry Computer Software
Experience
Self-employed April 2013 - Present
The Meadow November 2013 - Present
Penn Schoen Berland 2010 - 2012
Greenwich Street Productions 2010 - 2011
ICMA-RC 2007 - 2009
Skills
Programming Languages, Video Editing, Python, Objective-C, iOS development
Education
University of Iowa 2002 — 2006
Bachelor of Arts (B.A.), Cinema and Comparative Literature
Self-employed April 2013 - Present
The Meadow November 2013 - Present
Penn Schoen Berland 2010 - 2012
Greenwich Street Productions 2010 - 2011
ICMA-RC 2007 - 2009
Skills
Programming Languages, Video Editing, Python, Objective-C, iOS development
Education
University of Iowa 2002 — 2006
Bachelor of Arts (B.A.), Cinema and Comparative Literature
Jourdan Reynolds Jourdan Reynolds's ICMA-RC Experience June 2015 - Present
Job Junior Banker at The Federal Savings Bank
Industry Banking
Experience
ICMA-RC June 2015 - Present
The Federal Savings Bank March 2014 - May 2015
Aerotek February 2014 - April 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Public Speaking
Education
University of Maryland Eastern Shore 2008 — 2013
Bachelor of Science (B.S.), Business Administration and Management, General
Baltimore City College High School 2004 — 2008
ICMA-RC June 2015 - Present
The Federal Savings Bank March 2014 - May 2015
Aerotek February 2014 - April 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Public Speaking
Education
University of Maryland Eastern Shore 2008 — 2013
Bachelor of Science (B.S.), Business Administration and Management, General
Baltimore City College High School 2004 — 2008
kadesha simms kadesha simms's ICMA-RC Experience June 2009 - October 2009
Job agent at Primerica
Industry Apparel & Fashion
Experience
Primerica February 2010 - Present
ICMA Retirement Corporation June 2010 - August 2010
ICMA-RC June 2009 - October 2009
Skills
Insurance, Financial Planning
Education
Trinity University-Washington 2010 — 2012
Primerica February 2010 - Present
ICMA Retirement Corporation June 2010 - August 2010
ICMA-RC June 2009 - October 2009
Skills
Insurance, Financial Planning
Education
Trinity University-Washington 2010 — 2012
Nancy Groff's ICMA-RC Experience February 1997 - December 1998
Job Retirement Planning Specialist, CFP at AXA Advisors
Industry Financial Services
Experience
AXA Advisors March 1999 - Present
ICMA-RC February 1997 - December 1998
T. Rowe Price April 1987 - February 1997
Skills
Retirement Planning, Financial Planning, Strategic Financial..., Retirement, Investments, Insurance, Life Insurance, Financial Planners, Risk Management, Wealth Accumulation, Long Term Care Insurance, Management, CRM, Financial Goals, Certified Financial..., Wealth Management, Fixed Annuities, Banking
Education
University of Maryland College Park 1975 — 1981
MBA, BA, Business
AXA Advisors March 1999 - Present
ICMA-RC February 1997 - December 1998
T. Rowe Price April 1987 - February 1997
Skills
Retirement Planning, Financial Planning, Strategic Financial..., Retirement, Investments, Insurance, Life Insurance, Financial Planners, Risk Management, Wealth Accumulation, Long Term Care Insurance, Management, CRM, Financial Goals, Certified Financial..., Wealth Management, Fixed Annuities, Banking
Education
University of Maryland College Park 1975 — 1981
MBA, BA, Business
Phillip Beer Phillip Beer's ICMA-RC Experience March 2012 - Present
Job Investor Services
Industry Financial Services
Experience
ICMA-RC March 2012 - Present
Newinco October 2011 - February 2012
Coca Cola SABCO June 2010 - June 2010
Nationwide Building Society December 2004 - June 2005
DeVere Grand Harbour October 2000 - April 2003
Education
University of Liverpool 2008 — 2011
BA Hons, International Business
Totton College 2006 — 2008
ICMA-RC March 2012 - Present
Newinco October 2011 - February 2012
Coca Cola SABCO June 2010 - June 2010
Nationwide Building Society December 2004 - June 2005
DeVere Grand Harbour October 2000 - April 2003
Education
University of Liverpool 2008 — 2011
BA Hons, International Business
Totton College 2006 — 2008
Rick Fuerman Rick Fuerman's ICMA-RC Experience 2004 - 2006
Job Vice President, Head of Marketing and Communications at Lightstone
Industry Financial Services
Experience
Lightstone April 2014 - Present
Transamerica Retirement Solutions October 2010 - November 2013
OppenheimerFunds July 2006 - January 2009
ICMA-RC 2004 - 2006
The Newport Group 2003 - 2004
New York Life Investment Management 2001 - 2002
New York Life Investment Management 2000 - 2001
New York Life Investment Management 1998 - 2000
UAM Retirement Services 1996 - 1998
Skills
Mutual Funds, Investments, Retirement, Alternative Investments, REIT, Leadership, Financial Services, Retirement Planning, 401k, Marketing Strategy, Marketing Communications, Business Planning, Direct Marketing, Product Management, Product Marketing, Asset Management, Marketing, Social Media Marketing, Strategic Planning, Defined Benefit, IRA's, FINRA, New Business Development, Customer Service, Product Development, Pensions, ERISA, Consultative Selling, Thought Leadership, Customer Relations, Competitive Analysis, Variable Annuities, B2B Marketing, Creative Direction, Management, Strategy, Business Development, Sales
Education
MBA, Temple University- Fox School of Business
Master of Business Administration (M.B.A.)
Wilkes University
B.S., Business Administration
The Hill School
Lightstone April 2014 - Present
Transamerica Retirement Solutions October 2010 - November 2013
OppenheimerFunds July 2006 - January 2009
ICMA-RC 2004 - 2006
The Newport Group 2003 - 2004
New York Life Investment Management 2001 - 2002
New York Life Investment Management 2000 - 2001
New York Life Investment Management 1998 - 2000
UAM Retirement Services 1996 - 1998
Skills
Mutual Funds, Investments, Retirement, Alternative Investments, REIT, Leadership, Financial Services, Retirement Planning, 401k, Marketing Strategy, Marketing Communications, Business Planning, Direct Marketing, Product Management, Product Marketing, Asset Management, Marketing, Social Media Marketing, Strategic Planning, Defined Benefit, IRA's, FINRA, New Business Development, Customer Service, Product Development, Pensions, ERISA, Consultative Selling, Thought Leadership, Customer Relations, Competitive Analysis, Variable Annuities, B2B Marketing, Creative Direction, Management, Strategy, Business Development, Sales
Education
MBA, Temple University- Fox School of Business
Master of Business Administration (M.B.A.)
Wilkes University
B.S., Business Administration
The Hill School
Chibueze Amaefule Chibueze Amaefule's ICMA-RC Experience March 2015 - Present
Job Investor Service Associate at ICMARC
Industry Research
Experience
ICMA-RC March 2015 - Present
Baltimore Gas & Electric August 2014 - December 2014
Burger King Corporation March 2009 - December 2014
Education
Towson University 2009 — 2014
Bachelor's degree, Biology/Biological Sciences, General
Milford Mill Academy 2005 — 2009
High School Diploma
ICMA-RC March 2015 - Present
Baltimore Gas & Electric August 2014 - December 2014
Burger King Corporation March 2009 - December 2014
Education
Towson University 2009 — 2014
Bachelor's degree, Biology/Biological Sciences, General
Milford Mill Academy 2005 — 2009
High School Diploma
Garrett Zink's ICMA-RC Experience May 2013 - August 2013
Job Program Specialist, Corporate Social Responsibility at Marriott International
Industry Public Relations and Communications
Experience
Marriott International September 2015 - Present
Waggener Edstrom Communications June 2015 - September 2015
Waggener Edstrom Communications May 2014 - May 2015
University of Maryland September 2013 - June 2014
ICMA-RC May 2013 - August 2013
University of Maryland August 2011 - December 2012
Skills
Marketing, Philanthropy, Event Planning, Social Media, Corporate Social..., Public Relations, Media Research, Strategic Communications
Education
University of Maryland College Park 2010 — 2014
Bachelor of Science (B.S.), Marketing
Calvert Hall 2006 — 2010
High School, McMullen Scholars Program
Marriott International September 2015 - Present
Waggener Edstrom Communications June 2015 - September 2015
Waggener Edstrom Communications May 2014 - May 2015
University of Maryland September 2013 - June 2014
ICMA-RC May 2013 - August 2013
University of Maryland August 2011 - December 2012
Skills
Marketing, Philanthropy, Event Planning, Social Media, Corporate Social..., Public Relations, Media Research, Strategic Communications
Education
University of Maryland College Park 2010 — 2014
Bachelor of Science (B.S.), Marketing
Calvert Hall 2006 — 2010
High School, McMullen Scholars Program
Demetrius M. Edwards Demetrius M. Edwards's ICMA-RC Experience March 2015 - Present
Job Investor Services Associate at ICMARC
Industry Financial Services
Experience
ICMA-RC March 2015 - Present
NewDay USA July 2014 - February 2015
Quicken Loans June 2013 - August 2013
General Motors May 2012 - August 2012
General Motors May 2011 - August 2011
General Motors June 2010 - August 2010
Skills
Financial Reporting, Financial Analysis, Microsoft Excel, Financial Modeling, Investments, Financial Accounting, Strategic Financial..., Portfolio Management, DCF Valuation, Marketing Communications, Strategic Planning, Economics, Management, Process Improvement, PowerPoint, Finance
Education
The Johns Hopkins University 2010 — 2014
Bachelor of Arts Candidate in Economics, Minors: Financial Economics, Entrepreneurship & Management
ICMA-RC March 2015 - Present
NewDay USA July 2014 - February 2015
Quicken Loans June 2013 - August 2013
General Motors May 2012 - August 2012
General Motors May 2011 - August 2011
General Motors June 2010 - August 2010
Skills
Financial Reporting, Financial Analysis, Microsoft Excel, Financial Modeling, Investments, Financial Accounting, Strategic Financial..., Portfolio Management, DCF Valuation, Marketing Communications, Strategic Planning, Economics, Management, Process Improvement, PowerPoint, Finance
Education
The Johns Hopkins University 2010 — 2014
Bachelor of Arts Candidate in Economics, Minors: Financial Economics, Entrepreneurship & Management
Nancy Parkes, MBA Nancy Parkes, MBA's ICMA-RC Experience December 2008 - Present
Job Senior Investment Analyst, Fixed Income at ICMARC
Industry Investment Management
Experience
ICMA-RC December 2008 - Present
KPMG December 2005 - June 2008
Aurora Loan Services, a Lehman Brothers company April 2003 - October 2005
Newman & Associates (subsidiary of GMAC Commercial Holdings) December 2000 - January 2003
Schroder Investment Management (Australasia) Limited March 2000 - September 2000
Citibank, NA Sydney Australia December 1999 - March 2000
ABN AMRO Bank NV, Sydney Australia November 1997 - November 1999
Standard & Poor's August 1987 - October 1997
Shawmut Bank 1986 - 1987
Skills
Capital Markets, Credit Analysis, Investments, Credit Risk, Fixed Income, Project Planning, Equities, Portfolio Management, Investment Banking, Bonds, Structured Finance, Microsoft Excel, Finance, MBS, Financial Modeling, Securities, Banking, Financial Risk, Derivatives
Education
University at Albany, SUNY 1984 — 1986
MBA, Finance
University of Virginia 1978 — 1982
BA, Economics major;Religious Studies minor
Niskayuna High School 1974 — 1978
ICMA-RC December 2008 - Present
KPMG December 2005 - June 2008
Aurora Loan Services, a Lehman Brothers company April 2003 - October 2005
Newman & Associates (subsidiary of GMAC Commercial Holdings) December 2000 - January 2003
Schroder Investment Management (Australasia) Limited March 2000 - September 2000
Citibank, NA Sydney Australia December 1999 - March 2000
ABN AMRO Bank NV, Sydney Australia November 1997 - November 1999
Standard & Poor's August 1987 - October 1997
Shawmut Bank 1986 - 1987
Skills
Capital Markets, Credit Analysis, Investments, Credit Risk, Fixed Income, Project Planning, Equities, Portfolio Management, Investment Banking, Bonds, Structured Finance, Microsoft Excel, Finance, MBS, Financial Modeling, Securities, Banking, Financial Risk, Derivatives
Education
University at Albany, SUNY 1984 — 1986
MBA, Finance
University of Virginia 1978 — 1982
BA, Economics major;Religious Studies minor
Niskayuna High School 1974 — 1978
Fil Hunter Fil Hunter's ICMA-RC Experience 2005 - Present
Job Graphic Designer at ICMARC
Industry Financial Services
Experience
ICMA-RC 2005 - Present
Northern Virginia Community College 1990 - 2009
Elsevier 1990 - 2008
Education
University of North Carolina at Chapel Hill 1965 — 1969
BA, Psychology, Religion
ICMA-RC 2005 - Present
Northern Virginia Community College 1990 - 2009
Elsevier 1990 - 2008
Education
University of North Carolina at Chapel Hill 1965 — 1969
BA, Psychology, Religion
Nicholas Bonds Nicholas Bonds's ICMA-RC Experience June 2012 - June 2014
Job Jr. Systems Administrator
Industry Information Technology and Services
Experience
Rothwell, Figg, Ernst & Manbeck, P.C. June 2014 - Present
ICMA-RC June 2012 - June 2014
Skills
Asset Management, Asset Allocation, Business Analysis, Microsoft Office, Access, Project Management, Research, Leadership, C, Windows, Information Security
Education
University of Maryland Eastern Shore
Computer Science
Rothwell, Figg, Ernst & Manbeck, P.C. June 2014 - Present
ICMA-RC June 2012 - June 2014
Skills
Asset Management, Asset Allocation, Business Analysis, Microsoft Office, Access, Project Management, Research, Leadership, C, Windows, Information Security
Education
University of Maryland Eastern Shore
Computer Science
JD Cordova's ICMA-RC Experience December 2006 - April 2009
Job Account Manager at Heska Corporation
Industry Veterinary
Experience
Heska Corporation April 2013 - Present
Heska Corporation September 2013 - June 2014
Heska Corporation April 2013 - September 2013
Arbor Force January 2012 - April 2013
Prudential Financial April 2009 - January 2013
Grand Lodge, Fraternal Order of Police November 2004 - August 2009
ICMA-RC December 2006 - April 2009
City of Fort Collins July 1989 - October 2006
Colorado State Lodge Fraternal Order of Police May 2000 - May 2006
Skills
Leadership, Team Leadership, Personnel Management, Time Management, Risk Assessment, Relationship Management, Communication, Police, Training, Fixed Annuities, Policy, Sales, Emergency Management, Management, Public Speaking, Financial Advisory, Criminal Investigations, Public Safety, Law Enforcement, Government, Private Investigations, Strategic Planning, Criminal Justice, Firearms
Education
University of Colorado at Boulder 1985 — 1990
Bachelor's degree, Sociology/Criminology
Heska Corporation April 2013 - Present
Heska Corporation September 2013 - June 2014
Heska Corporation April 2013 - September 2013
Arbor Force January 2012 - April 2013
Prudential Financial April 2009 - January 2013
Grand Lodge, Fraternal Order of Police November 2004 - August 2009
ICMA-RC December 2006 - April 2009
City of Fort Collins July 1989 - October 2006
Colorado State Lodge Fraternal Order of Police May 2000 - May 2006
Skills
Leadership, Team Leadership, Personnel Management, Time Management, Risk Assessment, Relationship Management, Communication, Police, Training, Fixed Annuities, Policy, Sales, Emergency Management, Management, Public Speaking, Financial Advisory, Criminal Investigations, Public Safety, Law Enforcement, Government, Private Investigations, Strategic Planning, Criminal Justice, Firearms
Education
University of Colorado at Boulder 1985 — 1990
Bachelor's degree, Sociology/Criminology
Rande S. Atcherson, PMP's ICMA-RC Experience May 2011 - Present
Job Proposal / Project Manager at ICMARC
Industry Financial Services
Experience
Hillcrest Children & Family Center January 2014 - Present
ICMA-RC May 2011 - Present
ICMA-RC October 2008 - May 2011
ICMA-RC September 2006 - May 2011
T. Rowe Price September 2005 - August 2006
Deutsche Bank Securities March 2004 - September 2005
MBNA September 2001 - March 2004
Skills
Financial Services, Mutual Funds, Management, Relationship Management, Retirement Planning, Marketing, FINRA, Asset Managment, Series 63, Series 6, 401k, Training, Process Improvement, Retirement, Event Planning, Project Management, Access, Insurance, Asset Management, Investments, Customer Service, IRAs
Education
Towson University 2005 — 2010
Business Administration, Marketing
Hillcrest Children & Family Center January 2014 - Present
ICMA-RC May 2011 - Present
ICMA-RC October 2008 - May 2011
ICMA-RC September 2006 - May 2011
T. Rowe Price September 2005 - August 2006
Deutsche Bank Securities March 2004 - September 2005
MBNA September 2001 - March 2004
Skills
Financial Services, Mutual Funds, Management, Relationship Management, Retirement Planning, Marketing, FINRA, Asset Managment, Series 63, Series 6, 401k, Training, Process Improvement, Retirement, Event Planning, Project Management, Access, Insurance, Asset Management, Investments, Customer Service, IRAs
Education
Towson University 2005 — 2010
Business Administration, Marketing
Anthony Thewes Anthony Thewes's ICMA-RC Experience August 2013 - Present
Job Investor Services Specialist at ICMARC
Industry Financial Services
Experience
ICMA-RC August 2013 - Present
First Command Financial Services March 2012 - February 2013
Bankers Life and Casualty August 2011 - March 2012
Grove Resource Solutions, Inc. May 2008 - April 2011
ToxServices, Inc. May 2008 - August 2008
DataNetworks/TechUSA June 2007 - January 2008
Skills
Financial Analysis, Financial Services, Series 6, Series 63, Series 65, Bloomberg Terminal, Life Insurance, Wealth Management, Risk Management, Investments, Mutual Funds, Strategic Financial..., Retirement Planning, Securities, Retirement, Financial Planners, Portfolio Management, Asset Managment, Long-term Care, Disability Insurance
Education
University of Liverpool Online 2011 — 2013
Masters Degree, International Financial Reporting
University of South Carolina-Columbia 2006 — 2010
Bachelor of Science, Finance
ICMA-RC August 2013 - Present
First Command Financial Services March 2012 - February 2013
Bankers Life and Casualty August 2011 - March 2012
Grove Resource Solutions, Inc. May 2008 - April 2011
ToxServices, Inc. May 2008 - August 2008
DataNetworks/TechUSA June 2007 - January 2008
Skills
Financial Analysis, Financial Services, Series 6, Series 63, Series 65, Bloomberg Terminal, Life Insurance, Wealth Management, Risk Management, Investments, Mutual Funds, Strategic Financial..., Retirement Planning, Securities, Retirement, Financial Planners, Portfolio Management, Asset Managment, Long-term Care, Disability Insurance
Education
University of Liverpool Online 2011 — 2013
Masters Degree, International Financial Reporting
University of South Carolina-Columbia 2006 — 2010
Bachelor of Science, Finance
Catherine Hardy Catherine Hardy's ICMA-RC Experience January 1995 - June 1997
Job Sr. Programmer Analyst at Computer Aid, Inc.
Industry Information Technology and Services
Experience
Computer Aid, Inc. July 2014 - Present
Fort Worth Career Search Network January 2012 - July 2012
Fort Worth Career Search Network March 2011 - July 2012
Akinet, Inc., January 2006 - June 2012
Sallie Mae Corporation September 1998 - June 2007
ICMA-RC January 1995 - June 1997
Federal National Mortgage Assoc December 1992 - December 1994
Gannett Co., Inc December 1986 - November 1992
Skills
Xpediter, Syncsort, IBM Utilities, JES2, MVS/ESA, ADSO, IDMS, CICS, Fileaid, VSAM, JCL, Endevor, COBOL, Visio, ISPF, FTP, MVS, TSO, Mainframe, IBM Mainframe, z/OS, SDLC, Application Development, Requirements Gathering, RACF, Production Support, Requirements Analysis, OS/390, Documentation, Testing, CINCOM/AURORA, COBOL II, DMLO, Structured Design and..., Unit/System/Regression..., View Direct, Databases, Endeavor, DB2, Software Documentation, Systems Analysis, Data Manipulation, Software Development, Business Analysis
Education
AAIT
Temple University
Bachelor of Business Administration (B.B.A.), Business Administration, minor Computer and Information Sciences
Computer Aid, Inc. July 2014 - Present
Fort Worth Career Search Network January 2012 - July 2012
Fort Worth Career Search Network March 2011 - July 2012
Akinet, Inc., January 2006 - June 2012
Sallie Mae Corporation September 1998 - June 2007
ICMA-RC January 1995 - June 1997
Federal National Mortgage Assoc December 1992 - December 1994
Gannett Co., Inc December 1986 - November 1992
Skills
Xpediter, Syncsort, IBM Utilities, JES2, MVS/ESA, ADSO, IDMS, CICS, Fileaid, VSAM, JCL, Endevor, COBOL, Visio, ISPF, FTP, MVS, TSO, Mainframe, IBM Mainframe, z/OS, SDLC, Application Development, Requirements Gathering, RACF, Production Support, Requirements Analysis, OS/390, Documentation, Testing, CINCOM/AURORA, COBOL II, DMLO, Structured Design and..., Unit/System/Regression..., View Direct, Databases, Endeavor, DB2, Software Documentation, Systems Analysis, Data Manipulation, Software Development, Business Analysis
Education
AAIT
Temple University
Bachelor of Business Administration (B.B.A.), Business Administration, minor Computer and Information Sciences
Ryan Dumas's ICMA-RC Experience 2013 - Present
Job Graphic Designer at ICMARC.
Industry Graphic Design
Experience
ICMA-RC 2013 - Present
Department of Health and Human Services August 2010 - Present
Helicopter Marketing & Communications June 2009 - Present
Signs By Tomorrow August 2008 - May 2009
Quarry Wine and Spirits 2009 - 2009
Skills
Graphic Design, Logo Design, Brochures, Dreamweaver, Posters, Illustration, Branding & Identity, Business Cards, Banners, Marketing, Adobe Creative Suite, InDesign, Advertising, Flash Animation, Illustrator, Web Design, Typography, Graphics, Corporate Identity, Layout
Education
The Maryland Institute College of Art 2009 — 2009
Continuing Studies, Web Design
Millersville University of Pennsylvania 2000 — 2004
BA, Graphic Communication
ICMA-RC 2013 - Present
Department of Health and Human Services August 2010 - Present
Helicopter Marketing & Communications June 2009 - Present
Signs By Tomorrow August 2008 - May 2009
Quarry Wine and Spirits 2009 - 2009
Skills
Graphic Design, Logo Design, Brochures, Dreamweaver, Posters, Illustration, Branding & Identity, Business Cards, Banners, Marketing, Adobe Creative Suite, InDesign, Advertising, Flash Animation, Illustrator, Web Design, Typography, Graphics, Corporate Identity, Layout
Education
The Maryland Institute College of Art 2009 — 2009
Continuing Studies, Web Design
Millersville University of Pennsylvania 2000 — 2004
BA, Graphic Communication
Meaghan McKissic's ICMA-RC Experience November 2014 - Present
Job Investor Services Associate at ICMARC
Industry Health, Wellness and Fitness
Experience
ICMA-RC November 2014 - Present
Glamourina.com January 2010 - Present
CorePower Yoga August 2011 - April 2014
Tranquil Space February 2011 - March 2012
U.S. Department of State December 2009 - August 2011
United States Department of Defense June 2009 - December 2009
Wendt Center for Loss and Healing April 2009 - June 2009
JT Dunn Enterprises June 2008 - March 2009
National Institutes of Health September 2006 - May 2008
Cleary, Gottlieb, Steen, & Hamilton June 2004 - August 2006
Skills
Business Networking, Marketing..., Public Relations, Public Speaking, Community Building, Research, Non-profits, Editing, PowerPoint, Social Networking, Fashion, Blogging, Event Management, Microsoft Office, Press Releases, Retail, Customer Service, Outlook, Salesforce.com..., Salesforce.com, Concur, Windows 8, Mind-body, Yoga Instruction, Vinyasa, Sales Leadership..., Office Management, Facebook, Social Media, Social Media Marketing
Education
University of Maryland College Park
Bachelor of Science, University Honors Program Citation, Marketing
ICMA-RC November 2014 - Present
Glamourina.com January 2010 - Present
CorePower Yoga August 2011 - April 2014
Tranquil Space February 2011 - March 2012
U.S. Department of State December 2009 - August 2011
United States Department of Defense June 2009 - December 2009
Wendt Center for Loss and Healing April 2009 - June 2009
JT Dunn Enterprises June 2008 - March 2009
National Institutes of Health September 2006 - May 2008
Cleary, Gottlieb, Steen, & Hamilton June 2004 - August 2006
Skills
Business Networking, Marketing..., Public Relations, Public Speaking, Community Building, Research, Non-profits, Editing, PowerPoint, Social Networking, Fashion, Blogging, Event Management, Microsoft Office, Press Releases, Retail, Customer Service, Outlook, Salesforce.com..., Salesforce.com, Concur, Windows 8, Mind-body, Yoga Instruction, Vinyasa, Sales Leadership..., Office Management, Facebook, Social Media, Social Media Marketing
Education
University of Maryland College Park
Bachelor of Science, University Honors Program Citation, Marketing
Corinna Snook, CPLP, SPHR Corinna Snook, CPLP, SPHR's ICMA-RC Experience December 2014 - Present
Job Director, Corporate Learning at ICMARC
Industry Financial Services
Experience
ICMA-RC December 2014 - Present
ICMA-RC November 2008 - December 2014
ICMA-RC November 2005 - November 2008
ICMA-RC November 2003 - November 2005
Marriott International June 2000 - March 2003
Florida Southern College June 1999 - June 2000
Education
University of South Florida
Master of Education (MEd), Higher Education/Higher Education Administration
University of South Florida
Bachelor of Arts (BA), International/Global Studies
University of South Florida
Minor, German Language
Wuerzburg American High School
High School
ICMA-RC December 2014 - Present
ICMA-RC November 2008 - December 2014
ICMA-RC November 2005 - November 2008
ICMA-RC November 2003 - November 2005
Marriott International June 2000 - March 2003
Florida Southern College June 1999 - June 2000
Education
University of South Florida
Master of Education (MEd), Higher Education/Higher Education Administration
University of South Florida
Bachelor of Arts (BA), International/Global Studies
University of South Florida
Minor, German Language
Wuerzburg American High School
High School
Michael Brandeberry, CFP®, ChFC® Michael Brandeberry, CFP®, ChFC®'s ICMA-RC Experience March 2007 - Present
Job CERTIFIED FINANCIAL PLANNER™ at ICMARC
Industry Financial Services
Experience
ICMA-RC March 2007 - Present
Summit Financial Strategies, Inc. April 2006 - October 2006
TIAA-CREF May 2005 - April 2006
Ohio Public Employees Retirement System October 2002 - April 2005
Nationwide Retirement Solutions 2000 - 2002
Hilliard Police Department May 1992 - April 2000
The Ohio State University April 1990 - April 1992
Skills
Asset Allocation /..., 401(k) / 403(b) / 457 /..., IRAs / Annuities / 529..., Mutual Funds / Stocks &..., Investment Management, Retirement Planning, Estate Planning /..., Long-Term Care /..., Multi-State Group..., Individual Counseling, Staff Training /..., Client Retention..., Budgeting / Debt..., Asset Allocation, Bonds, Pensions, IRAs, Strategic Financial..., Retirement, Employee Benefits, Fixed Annuities, Risk Management, Mutual Funds, Portfolio Management, Finance, Financial Services, Life Insurance, Insurance, Financial Planning
Education
The Ohio State University 1987 — 1994
BA, Criminal Justice/Sociology
ICMA-RC March 2007 - Present
Summit Financial Strategies, Inc. April 2006 - October 2006
TIAA-CREF May 2005 - April 2006
Ohio Public Employees Retirement System October 2002 - April 2005
Nationwide Retirement Solutions 2000 - 2002
Hilliard Police Department May 1992 - April 2000
The Ohio State University April 1990 - April 1992
Skills
Asset Allocation /..., 401(k) / 403(b) / 457 /..., IRAs / Annuities / 529..., Mutual Funds / Stocks &..., Investment Management, Retirement Planning, Estate Planning /..., Long-Term Care /..., Multi-State Group..., Individual Counseling, Staff Training /..., Client Retention..., Budgeting / Debt..., Asset Allocation, Bonds, Pensions, IRAs, Strategic Financial..., Retirement, Employee Benefits, Fixed Annuities, Risk Management, Mutual Funds, Portfolio Management, Finance, Financial Services, Life Insurance, Insurance, Financial Planning
Education
The Ohio State University 1987 — 1994
BA, Criminal Justice/Sociology
Derek Biss Derek Biss's ICMA-RC Experience November 2008 - June 2010
Job Assistant Coach at The George Washington University
Industry Financial Services
Experience
Bethesda Soccer Club June 2015 - Present
The George Washington University January 2014 - June 2015
DC Stoddert Soccer League July 2010 - June 2015
University of the District of Columbia January 2013 - December 2013
ICMA-RC November 2008 - June 2010
Skills
Mutual Funds, Retirement, Retirement Planning, Series 7, Series 63, 401k, Equities, Social Media, Public Speaking, Bonds, Soccer, Investment Strategies, Sports, Coaching, Sports Management, Training, Fixed Income, Investment Management, Financial Modeling, Economics, Financial Planners, Coordinating Events, Public Relations, Athletic Training, Volunteer Management, Disability Insurance, Athletics, Finance, Risk Management, Financial Services, Insurance, Community Outreach, Employee Benefits, Life Insurance, Administration, Event Planning, Program Development, Program Management, Analysis, Due Diligence, Sports Marketing, Nonprofits, Valuation, Newsletters, Staff Development, Mergers & Acquisitions, Non-profits, Sports Coaching, Event Management, Sports Nutrition
Education
The George Washington University - School of Business 2006 — 2008
Graduate, Sport Management
The George Washington University 2002 — 2006
Bachelors, History
Bethesda Soccer Club June 2015 - Present
The George Washington University January 2014 - June 2015
DC Stoddert Soccer League July 2010 - June 2015
University of the District of Columbia January 2013 - December 2013
ICMA-RC November 2008 - June 2010
Skills
Mutual Funds, Retirement, Retirement Planning, Series 7, Series 63, 401k, Equities, Social Media, Public Speaking, Bonds, Soccer, Investment Strategies, Sports, Coaching, Sports Management, Training, Fixed Income, Investment Management, Financial Modeling, Economics, Financial Planners, Coordinating Events, Public Relations, Athletic Training, Volunteer Management, Disability Insurance, Athletics, Finance, Risk Management, Financial Services, Insurance, Community Outreach, Employee Benefits, Life Insurance, Administration, Event Planning, Program Development, Program Management, Analysis, Due Diligence, Sports Marketing, Nonprofits, Valuation, Newsletters, Staff Development, Mergers & Acquisitions, Non-profits, Sports Coaching, Event Management, Sports Nutrition
Education
The George Washington University - School of Business 2006 — 2008
Graduate, Sport Management
The George Washington University 2002 — 2006
Bachelors, History
Amin Farzaneh Amin Farzaneh's ICMA-RC Experience August 2012 - Present
Job
Industry Financial Services
Experience
ICMA-RC August 2012 - Present
South Information Technology Co. February 2004 - April 2011
Skills
C#, VB.NET, ASP.NET, ASP.NET MVC, Java Enterprise Edition, UML, SDLC, Agile Methodologies, Software Engineering, Enterprise Software, Microsoft SQL Server, Oracle, Windows Server, Linux, Software Design Patterns, LINQ, XML, XQuery, JavaScript, MVVM, Repository Management
Education
University of Maryland College Park 2014 — 2019
Master of Computer Applications (M.C.A.), Computer Science
ICMA-RC August 2012 - Present
South Information Technology Co. February 2004 - April 2011
Skills
C#, VB.NET, ASP.NET, ASP.NET MVC, Java Enterprise Edition, UML, SDLC, Agile Methodologies, Software Engineering, Enterprise Software, Microsoft SQL Server, Oracle, Windows Server, Linux, Software Design Patterns, LINQ, XML, XQuery, JavaScript, MVVM, Repository Management
Education
University of Maryland College Park 2014 — 2019
Master of Computer Applications (M.C.A.), Computer Science
Rhonda Harris Rhonda Harris's ICMA-RC Experience May 2002 - November 2006
Job Program Manager, Retirement Benefits
Industry Hospitality
Experience
Choice Hotels International July 2012 - Present
Choice Hotels International September 2009 - July 2012
Choice Hotels International November 2006 - September 2009
ICMA-RC May 2002 - November 2006
T. Rowe Price June 2000 - May 2002
Skills
PeopleSoft, HRIS, Human Resources, Employee Relations, Benefits Administration, Deferred Compensation, Budgets, Recruiting, Hiring, Team Building, Onboarding, Training, Performance Management, Hospitality, Hospitality Industry
Education
Towson University 1995 — 2000
Bachelor of Science, Business Administration
Choice Hotels International July 2012 - Present
Choice Hotels International September 2009 - July 2012
Choice Hotels International November 2006 - September 2009
ICMA-RC May 2002 - November 2006
T. Rowe Price June 2000 - May 2002
Skills
PeopleSoft, HRIS, Human Resources, Employee Relations, Benefits Administration, Deferred Compensation, Budgets, Recruiting, Hiring, Team Building, Onboarding, Training, Performance Management, Hospitality, Hospitality Industry
Education
Towson University 1995 — 2000
Bachelor of Science, Business Administration
Ashlei Scott's ICMA-RC Experience June 2011 - August 2011
Job Meeting Services Coordinator at Airports Council International North America
Industry Marketing and Advertising
Experience
Airports Council International - North America April 2015 - Present
Consumer Electronics Association June 2014 - January 2015
Towson University- Academic Achievement Center September 2010 - December 2013
Weil, Akman, Baylin & Coleman, P.A. October 2012 - June 2013
ICMA-RC June 2011 - August 2011
Infinity Research, LLC June 2010 - August 2010
Skills
Microsoft Excel, Microsoft Word, Facebook, Constant Contact, Event Planning, Social Networking, Marketing, Research, Advertising, Training, Social Media, Market Research, Social Media Marketing, PowerPoint, Public Relations, Microsoft Office, Public Speaking
Education
Towson University 2009 — 2013
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Airports Council International - North America April 2015 - Present
Consumer Electronics Association June 2014 - January 2015
Towson University- Academic Achievement Center September 2010 - December 2013
Weil, Akman, Baylin & Coleman, P.A. October 2012 - June 2013
ICMA-RC June 2011 - August 2011
Infinity Research, LLC June 2010 - August 2010
Skills
Microsoft Excel, Microsoft Word, Facebook, Constant Contact, Event Planning, Social Networking, Marketing, Research, Advertising, Training, Social Media, Market Research, Social Media Marketing, PowerPoint, Public Relations, Microsoft Office, Public Speaking
Education
Towson University 2009 — 2013
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Stacy Caines Stacy Caines's ICMA-RC Experience January 2012 - Present
Job Change Management/Configuration Management Analyst at ICMARC
Industry
Experience
ICMA-RC January 2012 - Present
ICMA-RC December 2007 - January 2012
ICMA-RC March 2000 - December 2007
Internal Revenue Service July 1998 - March 2000
Skills
Supervisory Skills, Change Management, Microsoft Excel, Microsoft Word, Microsoft Project, Process Improvement, ITIL v3 Foundations..., Team Building, Process Management, Team Leadership, Operations Management, Time Management, Microsoft Office, Customer Service, Quality Assurance, Human Resources, Access, Analysis, SDLC, Visio, Business Analysis, Employee Relations
Education
University of Maryland University College 2012 — 2015
Master's Degree, Project Management
Towson University 1998 — 2003
Bachelor's Degree, Business Administration and Management, General
ICMA-RC January 2012 - Present
ICMA-RC December 2007 - January 2012
ICMA-RC March 2000 - December 2007
Internal Revenue Service July 1998 - March 2000
Skills
Supervisory Skills, Change Management, Microsoft Excel, Microsoft Word, Microsoft Project, Process Improvement, ITIL v3 Foundations..., Team Building, Process Management, Team Leadership, Operations Management, Time Management, Microsoft Office, Customer Service, Quality Assurance, Human Resources, Access, Analysis, SDLC, Visio, Business Analysis, Employee Relations
Education
University of Maryland University College 2012 — 2015
Master's Degree, Project Management
Towson University 1998 — 2003
Bachelor's Degree, Business Administration and Management, General
Deepak Bagade Srinivasa Deepak Bagade Srinivasa's ICMA-RC Experience May 2015 - Present
Job Graduate student IT Audit Intern at ICMARC
Industry Information Technology and Services
Experience
ICMA-RC May 2015 - Present
Chartwells Higher Education Dining Services August 2014 - Present
University of Texas at Dallas June 2014 - July 2014
Infosys October 2010 - December 2013
Skills
Testing, Oracle, Unix, SQL, Java, Databases, Requirements Analysis, Linux, Quality Assurance, SDLC, Multi Tasking, Windows, HTML, PL/SQL, C, C++, Troubleshooting, DB2, Shell Scripting, Microsoft SQL Server, XML, Eclipse, Microsoft Office, Project Management, Supporting People, Problem Solving, JavaScript, Programming, Software Project..., Regression Testing, Microsoft Excel, Management, MySQL, Microsoft Word, PowerPoint, Web Applications, Teamwork, Customer Service, Engineering, CSS, Leadership, Business Analysis, Requirements Gathering, Manual Testing, Data Analysis, Business Continuity, Data Recovery, Core Java, Analysis, Information Technology
Education
The University of Texas at Dallas 2014 — 2015
Master of Science (MS), Management Information Systems, General
Visvesvaraya Technological University 2006 — 2010
Bachelor of Engineering (B.E.), Construction Management
ICMA-RC May 2015 - Present
Chartwells Higher Education Dining Services August 2014 - Present
University of Texas at Dallas June 2014 - July 2014
Infosys October 2010 - December 2013
Skills
Testing, Oracle, Unix, SQL, Java, Databases, Requirements Analysis, Linux, Quality Assurance, SDLC, Multi Tasking, Windows, HTML, PL/SQL, C, C++, Troubleshooting, DB2, Shell Scripting, Microsoft SQL Server, XML, Eclipse, Microsoft Office, Project Management, Supporting People, Problem Solving, JavaScript, Programming, Software Project..., Regression Testing, Microsoft Excel, Management, MySQL, Microsoft Word, PowerPoint, Web Applications, Teamwork, Customer Service, Engineering, CSS, Leadership, Business Analysis, Requirements Gathering, Manual Testing, Data Analysis, Business Continuity, Data Recovery, Core Java, Analysis, Information Technology
Education
The University of Texas at Dallas 2014 — 2015
Master of Science (MS), Management Information Systems, General
Visvesvaraya Technological University 2006 — 2010
Bachelor of Engineering (B.E.), Construction Management
Melvin Hopkins Melvin Hopkins's ICMA-RC Experience October 1999 - February 2008
Job 401(k) Finance Specialist at NRECA
Industry Financial Services
Experience
NRECA January 2011 - Present
Bank of America August 2010 - November 2010
U. S. Census Bureau April 2010 - August 2010
Sungard Data Systems February 2008 - October 2009
ICMA-RC October 1999 - February 2008
T.Rowe Price August 1996 - October 1999
Skills
Business Analysis, Project Management, Account Reconciliation, Microsoft Excel, Financial Services, Leadership, Microsoft Office, Analysis, Requirements Gathering, Management, Payroll, Accounting, Training
Education
University of Maryland University College
NRECA January 2011 - Present
Bank of America August 2010 - November 2010
U. S. Census Bureau April 2010 - August 2010
Sungard Data Systems February 2008 - October 2009
ICMA-RC October 1999 - February 2008
T.Rowe Price August 1996 - October 1999
Skills
Business Analysis, Project Management, Account Reconciliation, Microsoft Excel, Financial Services, Leadership, Microsoft Office, Analysis, Requirements Gathering, Management, Payroll, Accounting, Training
Education
University of Maryland University College
Meghan Doherty, CFP®'s ICMA-RC Experience July 2012 - Present
Job Retirement Plan Specialist at ICMARC
Industry Financial Services
Experience
ICMA-RC July 2012 - Present
The Hartford January 2011 - October 2012
Trademark Capital August 2010 - January 2011
AXA FINANCIAL ADVISORS October 2009 - September 2010
ING Financial Advisors February 2003 - June 2009
ING March 2003 - March 2009
GREAT-WEST LIFE AND ANNUNITY March 2000 - March 2003
GREAT-WEST LIFE AND ANNUNITY June 1997 - March 2000
Skills
Series 6, 401k, Series 63, Retirement, Series 7, Retirement Planning, Mutual Funds, Fixed Annuities, Defined Contribution, Investments, Uniform Combined State..., Pensions
Education
UC Berkeley 2005 — 2008
Certified Financial Planner Designation, Certified Financial Planning Program
University of Florida 1993 — 1997
Bachelor of Science, Psychology
ICMA-RC July 2012 - Present
The Hartford January 2011 - October 2012
Trademark Capital August 2010 - January 2011
AXA FINANCIAL ADVISORS October 2009 - September 2010
ING Financial Advisors February 2003 - June 2009
ING March 2003 - March 2009
GREAT-WEST LIFE AND ANNUNITY March 2000 - March 2003
GREAT-WEST LIFE AND ANNUNITY June 1997 - March 2000
Skills
Series 6, 401k, Series 63, Retirement, Series 7, Retirement Planning, Mutual Funds, Fixed Annuities, Defined Contribution, Investments, Uniform Combined State..., Pensions
Education
UC Berkeley 2005 — 2008
Certified Financial Planner Designation, Certified Financial Planning Program
University of Florida 1993 — 1997
Bachelor of Science, Psychology
Jim Sachs's ICMA-RC Experience 1993 - 1996
Job Managing Principal and CEO SeniorLevel Independent Consulting Practice COO/Managing Director Financial Services
Industry Financial Services
Experience
JF Sachs and Associates April 2009 - Present
Fidelity Investments 2007 - 2009
J.P. Morgan 2000 - 2006
Towers Perrin 1996 - 2000
ICMA-RC 1993 - 1996
T Rowe Price 1989 - 1993
Shearson Lehman - The Boston Company 1983 - 1989
Skills
Change Management, Strategic Planning, Risk Management, Investments, Team Building, Mentoring, Mutual Funds, Integration, Employee Benefits, Analysis, Management Consulting, Cross-functional Team..., Asset Managment, Strategy, Management, Budgets, Project Management, Strategic Partnerships, Executive Management, Business Process..., Business Transformation, Customer Relations, Planning, Performance Improvement, Mergers & Acquisitions, Contract Negotiation, Competitive Analysis, Metrics, Pricing, Outsourcing, P&L, Due Diligence, Process Improvement, Governance, Financial Management, Program Management, Performance Measurement, Business Analysis, Negotiation, Strategy Development, Financial Markets, Enterprise Software, Consulting, P&L Management, Financial Services, New Business Development, Relationship Management
Education
University of Notre Dame
BBA
Jochi Daigaku - Sophia University - Tokyo, Japan
JF Sachs and Associates April 2009 - Present
Fidelity Investments 2007 - 2009
J.P. Morgan 2000 - 2006
Towers Perrin 1996 - 2000
ICMA-RC 1993 - 1996
T Rowe Price 1989 - 1993
Shearson Lehman - The Boston Company 1983 - 1989
Skills
Change Management, Strategic Planning, Risk Management, Investments, Team Building, Mentoring, Mutual Funds, Integration, Employee Benefits, Analysis, Management Consulting, Cross-functional Team..., Asset Managment, Strategy, Management, Budgets, Project Management, Strategic Partnerships, Executive Management, Business Process..., Business Transformation, Customer Relations, Planning, Performance Improvement, Mergers & Acquisitions, Contract Negotiation, Competitive Analysis, Metrics, Pricing, Outsourcing, P&L, Due Diligence, Process Improvement, Governance, Financial Management, Program Management, Performance Measurement, Business Analysis, Negotiation, Strategy Development, Financial Markets, Enterprise Software, Consulting, P&L Management, Financial Services, New Business Development, Relationship Management
Education
University of Notre Dame
BBA
Jochi Daigaku - Sophia University - Tokyo, Japan
Anna Hollingsworth's ICMA-RC Experience August 2011 - Present
Job Senior Public Affairs Specialist at ICMARC
Industry Financial Services
Experience
ICMA-RC August 2011 - Present
The Office of the Honorable Al Gore May 2009 - August 2011
Fleishman Hillard Government Relations June 2008 - August 2008
United States Senate June 2007 - August 2007
U.S. House of Representatives June 2006 - July 2006
Skills
Public Relations, Social Media, Public Policy, Public Affairs, Strategic Communications, Event Planning, Corporate Communications, Fundraising, Marketing Communications, Public Speaking, Editing, Research, Media Relations, Event Management, Community Outreach, Non-profits, Social Media Marketing, Crisis Communications, Press Releases, Advertising, Political Campaigns, Nonprofits, Government, Marketing, Leadership, Policy Analysis, Internal Communications, Politics, Newsletters, Management
Education
University of Alabama 2005 — 2009
Bachelor of Arts, Communication; Public Relations
ICMA-RC August 2011 - Present
The Office of the Honorable Al Gore May 2009 - August 2011
Fleishman Hillard Government Relations June 2008 - August 2008
United States Senate June 2007 - August 2007
U.S. House of Representatives June 2006 - July 2006
Skills
Public Relations, Social Media, Public Policy, Public Affairs, Strategic Communications, Event Planning, Corporate Communications, Fundraising, Marketing Communications, Public Speaking, Editing, Research, Media Relations, Event Management, Community Outreach, Non-profits, Social Media Marketing, Crisis Communications, Press Releases, Advertising, Political Campaigns, Nonprofits, Government, Marketing, Leadership, Policy Analysis, Internal Communications, Politics, Newsletters, Management
Education
University of Alabama 2005 — 2009
Bachelor of Arts, Communication; Public Relations
Jason Jenkins's ICMA-RC Experience 2007 - 2008
Job Freelance Financial Writer at InvestorPlace Media, LLC
Industry Government Relations
Experience
Investopedia July 2015 - Present
InvestorPlace Media, LLC January 2015 - Present
Baltimore Post Examiner March 2014 - Present
The Motley Fool November 2013 - December 2014
Agora Financial June 2011 - November 2013
Schwartz Associates, LLC December 2010 - June 2011
Examiner.com June 2009 - June 2011
ICMA-RC 2007 - 2008
Wells Fargo 2005 - 2008
T Rowe Price 1997 - 2005
Skills
Leadership, Public Policy, Analysis, Public Speaking, Government, CRM, Strategy, Management, Financial Services, Research, Nonprofits, Policy, Social Media, Newsletters, Fundraising
Education
The Johns Hopkins University 2009 — 2011
Masters in Government, Political Communication
University of Virginia 1991 — 1995
BS in Commerce, Marketing
Gilman School
Investopedia July 2015 - Present
InvestorPlace Media, LLC January 2015 - Present
Baltimore Post Examiner March 2014 - Present
The Motley Fool November 2013 - December 2014
Agora Financial June 2011 - November 2013
Schwartz Associates, LLC December 2010 - June 2011
Examiner.com June 2009 - June 2011
ICMA-RC 2007 - 2008
Wells Fargo 2005 - 2008
T Rowe Price 1997 - 2005
Skills
Leadership, Public Policy, Analysis, Public Speaking, Government, CRM, Strategy, Management, Financial Services, Research, Nonprofits, Policy, Social Media, Newsletters, Fundraising
Education
The Johns Hopkins University 2009 — 2011
Masters in Government, Political Communication
University of Virginia 1991 — 1995
BS in Commerce, Marketing
Gilman School
Wesley Pitman Wesley Pitman's ICMA-RC Experience March 2013 - September 2014
Job Principal Financial Analyst
Industry Financial Services
Experience
Pershing, a BNY Mellon company August 2015 - Present
Morgan Stanley September 2014 - July 2015
ICMA-RC March 2013 - September 2014
ICMA-RC September 2011 - March 2013
Northwestern Mutual November 2009 - August 2011
Skills
Financial Analysis, Series 63, Mutual Funds, Retirement Planning, Financial Modeling, Valuation, Insurance, Microsoft Excel, Analysis, Economics, Data Analysis, Microsoft Word, Research, Outlook, Coaching, Series 6, Account Management, Transaction Management, Risk Management, Account Reconciliation, Thrive in..., Customer Service, Team Leadership, Asset Protection, Tactical Asset..., Derivatives, Trading, Trading Systems, Fixed Assets, Finance, Microsoft Office, Investments, Public Speaking, Financial Services, Leadership, PowerPoint, Portfolio Management
Education
University of Delaware - Lerner College of Business and Economics 2004 — 2009
BS, Finance and Economics
Pershing, a BNY Mellon company August 2015 - Present
Morgan Stanley September 2014 - July 2015
ICMA-RC March 2013 - September 2014
ICMA-RC September 2011 - March 2013
Northwestern Mutual November 2009 - August 2011
Skills
Financial Analysis, Series 63, Mutual Funds, Retirement Planning, Financial Modeling, Valuation, Insurance, Microsoft Excel, Analysis, Economics, Data Analysis, Microsoft Word, Research, Outlook, Coaching, Series 6, Account Management, Transaction Management, Risk Management, Account Reconciliation, Thrive in..., Customer Service, Team Leadership, Asset Protection, Tactical Asset..., Derivatives, Trading, Trading Systems, Fixed Assets, Finance, Microsoft Office, Investments, Public Speaking, Financial Services, Leadership, PowerPoint, Portfolio Management
Education
University of Delaware - Lerner College of Business and Economics 2004 — 2009
BS, Finance and Economics
Noreen Beatley Noreen Beatley's ICMA-RC Experience 1992 - 1997
Job Senior Project Manager at Healthy Housing Solutions; Independent Consultant
Industry Public Policy
Experience
Healthy Housing Solutions, Inc September 2010 - Present
- January 2007 - Present
Manhattan Strategy Group August 2011 - September 2014
Enterprise Community Partners June 2000 - December 2006
Foundation Communities October 1998 - June 2000
ICMA-RC 1992 - 1997
Skills
Community Development, Affordable Housing, Green Building, Energy Efficiency, Smart Growth, Sustainable Communities, Strategic Policy..., Public Policy, Policy Analysis, Non-profits, Grant Writing, Economic Development, Program Development, Community Outreach, Grants, Sustainability, Urban Planning, Program Evaluation, Community Organizing, Fundraising, Project Management, Nonprofits, Program Management, Sustainable Development, Real Estate Development, Strategic Communications, Politics, Environmental Policy, Research, Policy, Proposal Writing, Public Speaking
Education
LBJ School of Public Affairs at the University of Texas-Austin 1997 — 2000
MPA, Public Affairs, Community Development, Housing, Natural Resources
University of Rhode Island
BA, Political Science, Urban Development, Psychology
Healthy Housing Solutions, Inc September 2010 - Present
- January 2007 - Present
Manhattan Strategy Group August 2011 - September 2014
Enterprise Community Partners June 2000 - December 2006
Foundation Communities October 1998 - June 2000
ICMA-RC 1992 - 1997
Skills
Community Development, Affordable Housing, Green Building, Energy Efficiency, Smart Growth, Sustainable Communities, Strategic Policy..., Public Policy, Policy Analysis, Non-profits, Grant Writing, Economic Development, Program Development, Community Outreach, Grants, Sustainability, Urban Planning, Program Evaluation, Community Organizing, Fundraising, Project Management, Nonprofits, Program Management, Sustainable Development, Real Estate Development, Strategic Communications, Politics, Environmental Policy, Research, Policy, Proposal Writing, Public Speaking
Education
LBJ School of Public Affairs at the University of Texas-Austin 1997 — 2000
MPA, Public Affairs, Community Development, Housing, Natural Resources
University of Rhode Island
BA, Political Science, Urban Development, Psychology
Tony Clemens's ICMA-RC Experience June 2014 - Present
Job Managing Partner, Business Optimization at ICMARC (a financial services firm specializing in retirement plans)
Industry Financial Services
Experience
ICMA-RC June 2014 - Present
Tau Kappa Epsilon Fraternity August 2012 - Present
ICMA-RC September 2006 - May 2014
Washington, DC Area Tau Kappa Epsilon Alumni Association August 2007 - August 2012
Tau Kappa Epsilon - Chesapeake Province Regional Servicing Team May 2003 - August 2012
Washington, DC Area Tau Kappa Epsilon Alumni Association November 2003 - August 2007
ICMA-RC June 2004 - September 2006
ICMA-RC June 2001 - June 2004
DailyAccess Corporation September 1999 - May 2001
Tau Kappa Epsilon - Nu Mu Chapter at the University of South Alabama April 2000 - April 2001
Skills
Microsoft Office, User Acceptance Testing, 401k, Process Improvement, Problem Solving, Access, Outlook, PowerPoint, Research, Coaching, Deferred Compensation, Microsoft Excel, Team Leadership, Change Management, Strategic Planning, Analysis, Management, Project Planning, Customer Service, Strategy, Team Building, Budgets, Program Management, Risk Management, Fundraising, Leadership, Community Outreach, Project Management, Training, Public Speaking, Recruiting, System Administration, Proposal Writing, Management Consulting, Business Planning, Public Relations, Operations Management, Requirements Analysis, Requirements Gathering, Business Requirements, Financial Analysis, Business Analysis, Data Analysis, Social Media, New Business Development, Accounting, Finance, Microsoft Word, Leadership Development, Time Management
Education
University of Notre Dame 1996 — 1999
BBA, Finance and Computer Applications
University College Dublin 1997 — 1997
Commerce
University of South Alabama 1995 — 1996
Finance
Catholic Central High School 1991 — 1995
Diploma
ICMA-RC June 2014 - Present
Tau Kappa Epsilon Fraternity August 2012 - Present
ICMA-RC September 2006 - May 2014
Washington, DC Area Tau Kappa Epsilon Alumni Association August 2007 - August 2012
Tau Kappa Epsilon - Chesapeake Province Regional Servicing Team May 2003 - August 2012
Washington, DC Area Tau Kappa Epsilon Alumni Association November 2003 - August 2007
ICMA-RC June 2004 - September 2006
ICMA-RC June 2001 - June 2004
DailyAccess Corporation September 1999 - May 2001
Tau Kappa Epsilon - Nu Mu Chapter at the University of South Alabama April 2000 - April 2001
Skills
Microsoft Office, User Acceptance Testing, 401k, Process Improvement, Problem Solving, Access, Outlook, PowerPoint, Research, Coaching, Deferred Compensation, Microsoft Excel, Team Leadership, Change Management, Strategic Planning, Analysis, Management, Project Planning, Customer Service, Strategy, Team Building, Budgets, Program Management, Risk Management, Fundraising, Leadership, Community Outreach, Project Management, Training, Public Speaking, Recruiting, System Administration, Proposal Writing, Management Consulting, Business Planning, Public Relations, Operations Management, Requirements Analysis, Requirements Gathering, Business Requirements, Financial Analysis, Business Analysis, Data Analysis, Social Media, New Business Development, Accounting, Finance, Microsoft Word, Leadership Development, Time Management
Education
University of Notre Dame 1996 — 1999
BBA, Finance and Computer Applications
University College Dublin 1997 — 1997
Commerce
University of South Alabama 1995 — 1996
Finance
Catholic Central High School 1991 — 1995
Diploma
Matthew Plovan's ICMA-RC Experience November 2013 - Present
Job Technical Project Manager at ICMA Retirement Corporation (ICMARC)
Industry Financial Services
Experience
ICMA-RC November 2013 - Present
ICMA-RC July 2000 - November 2013
ICMA Retirement Corporation (ICMA-RC) March 1999 - July 2000
T. Rowe Price Associates August 1998 - February 1999
T. Rowe Price February 1997 - August 1998
Education
University of Baltimore 2002 — 2005
MBA
Towson University 1991 — 1994
BS, Finance, Economics
University of Maryland College Park
ICMA-RC November 2013 - Present
ICMA-RC July 2000 - November 2013
ICMA Retirement Corporation (ICMA-RC) March 1999 - July 2000
T. Rowe Price Associates August 1998 - February 1999
T. Rowe Price February 1997 - August 1998
Education
University of Baltimore 2002 — 2005
MBA
Towson University 1991 — 1994
BS, Finance, Economics
University of Maryland College Park
Lawrence Chomicki, PMP's ICMA-RC Experience June 2014 - Present
Job
Industry Financial Services
Experience
ICMA-RC June 2014 - Present
ICMA-RC July 2009 - May 2014
ICMA Retirement Corporation December 2004 - June 2009
Evans Incorporated April 2002 - December 2004
Accenture June 1999 - April 2002
JL Systems January 1997 - June 1999
Skills
Strategy, Business Process..., Change Management, Management Consulting, Project Management, Analysis, Strategic Planning, Risk Management, Project Planning, Product Development, Marketing, Market Research, Marketing Strategy, Financial Services
Education
George Mason University - School of Management 1997 — 1999
MBA, Change Management and Strategy
University at Albany, SUNY 1988 — 1992
BA, English Education
ICMA-RC June 2014 - Present
ICMA-RC July 2009 - May 2014
ICMA Retirement Corporation December 2004 - June 2009
Evans Incorporated April 2002 - December 2004
Accenture June 1999 - April 2002
JL Systems January 1997 - June 1999
Skills
Strategy, Business Process..., Change Management, Management Consulting, Project Management, Analysis, Strategic Planning, Risk Management, Project Planning, Product Development, Marketing, Market Research, Marketing Strategy, Financial Services
Education
George Mason University - School of Management 1997 — 1999
MBA, Change Management and Strategy
University at Albany, SUNY 1988 — 1992
BA, English Education
Corbin J. Dunn, CFP's ICMA-RC Experience March 2002 - May 2010
Job Associate Director, Financial Planning
Industry Financial Services
Experience
Edelman Financial Services September 2014 - Present
USAA June 2010 - August 2014
ICMA-RC March 2002 - May 2010
Sovereign Financial Services, LLC 1999 - 2002
SunTrust Bank, Atlanta September 1997 - September 1999
Skills
Retirement Planning, Wealth, Certified Financial..., Registered Investment..., Investment Strategies
Education
University of Georgia - Terry College of Business 1991 — 1995
BBA, Risk Management and Insurance
Edelman Financial Services September 2014 - Present
USAA June 2010 - August 2014
ICMA-RC March 2002 - May 2010
Sovereign Financial Services, LLC 1999 - 2002
SunTrust Bank, Atlanta September 1997 - September 1999
Skills
Retirement Planning, Wealth, Certified Financial..., Registered Investment..., Investment Strategies
Education
University of Georgia - Terry College of Business 1991 — 1995
BBA, Risk Management and Insurance
Natika White's ICMA-RC Experience December 2003 - July 2006
Job Mutual Fund Relationship Manager at ICMA Retirement Corporation
Industry Financial Services
Experience
ICMA Retirement Corporation July 2006 - Present
ICMA-RC December 2003 - July 2006
T Rowe Price June 1999 - April 2002
Skills
Mutual Funds, Retirement, Investments, Financial Services, 401k, Time Management, Relationship Management, Meeting Planning, Asset Allocation, Financial Analysis
Education
University of Maryland University College 2003 — 2006
Masters, Financial Management
Washington College 1995 — 1999
Master of Arts, Mathematics/Business Management
ICMA Retirement Corporation July 2006 - Present
ICMA-RC December 2003 - July 2006
T Rowe Price June 1999 - April 2002
Skills
Mutual Funds, Retirement, Investments, Financial Services, 401k, Time Management, Relationship Management, Meeting Planning, Asset Allocation, Financial Analysis
Education
University of Maryland University College 2003 — 2006
Masters, Financial Management
Washington College 1995 — 1999
Master of Arts, Mathematics/Business Management
Collette Chilton's ICMA-RC Experience 2003 - 2010
Job Chief Investment Officer at Williams College
Industry Investment Management
Experience
Williams College October 2006 - Present
Pacific Pension Institute 2012 - 2014
The Edna McConnell Clark Foundation 2010 - 2014
The Investment Fund for Foundations 2009 - 2014
Dartmouth College 2008 - 2014
Center for Private Equity and Entrepreneurship Tuck School of Business at Dartmouth 1998 - 2014
ICMA-RC 2003 - 2010
Lucent Technologies 1998 - 2006
Capital Group 1999 - 2005
Massachusetts Pension Reserves Investment Management/MASTERS 1993 - 1998
Skills
Investments, Hedge Funds, Private Equity, Asset Managment, Venture Capital
Education
The Tuck School of Business at Dartmouth 1984 — 1986
MBA, Finance
University of California, Berkeley 1976 — 1981
Bachelor of Science, Political Economy of Natural Resources
Wolfe Grade School
Williams College October 2006 - Present
Pacific Pension Institute 2012 - 2014
The Edna McConnell Clark Foundation 2010 - 2014
The Investment Fund for Foundations 2009 - 2014
Dartmouth College 2008 - 2014
Center for Private Equity and Entrepreneurship Tuck School of Business at Dartmouth 1998 - 2014
ICMA-RC 2003 - 2010
Lucent Technologies 1998 - 2006
Capital Group 1999 - 2005
Massachusetts Pension Reserves Investment Management/MASTERS 1993 - 1998
Skills
Investments, Hedge Funds, Private Equity, Asset Managment, Venture Capital
Education
The Tuck School of Business at Dartmouth 1984 — 1986
MBA, Finance
University of California, Berkeley 1976 — 1981
Bachelor of Science, Political Economy of Natural Resources
Wolfe Grade School
Kaylon McInelly, CFA's ICMA-RC Experience March 2010 - April 2014
Job Director, Investments at West Virginia University Foundation, Inc
Industry Investment Management
Experience
West Virginia University Foundation, Inc April 2014 - Present
ICMA-RC March 2010 - April 2014
University System of Maryland Foundation, Inc. February 2006 - February 2010
American Property Financing September 2005 - January 2006
Overseas Private Investment Corporation June 2005 - August 2005
National Law Center for Inter-American Free Trade March 2005 - May 2005
Skills
Bloomberg Terminal, Stata, Microsoft Office, SAS, BondEdge, PerTrac Analytics, Portfolio Management, Equities, Investments, Fixed Income, Trading, Project Finance, Alternative Investments, Analysis, Emerging Markets, Credit Analysis, Quantitative Analytics, FX Options, Investment Strategies, Mutual Funds, Hedge Funds, Risk Management, Due Diligence, Equity Research, Asset Allocation, Economics, Bloomberg, Finance, Financial Modeling, Securities, Macroeconomics, Investment Management, Valuation
Education
University of Arizona, Eller College of Management 2004 — 2005
Masters, Finance
University of Arizona, Eller College of Management 2000 — 2004
Bachelors, Business Economics
Page High School
West Virginia University Foundation, Inc April 2014 - Present
ICMA-RC March 2010 - April 2014
University System of Maryland Foundation, Inc. February 2006 - February 2010
American Property Financing September 2005 - January 2006
Overseas Private Investment Corporation June 2005 - August 2005
National Law Center for Inter-American Free Trade March 2005 - May 2005
Skills
Bloomberg Terminal, Stata, Microsoft Office, SAS, BondEdge, PerTrac Analytics, Portfolio Management, Equities, Investments, Fixed Income, Trading, Project Finance, Alternative Investments, Analysis, Emerging Markets, Credit Analysis, Quantitative Analytics, FX Options, Investment Strategies, Mutual Funds, Hedge Funds, Risk Management, Due Diligence, Equity Research, Asset Allocation, Economics, Bloomberg, Finance, Financial Modeling, Securities, Macroeconomics, Investment Management, Valuation
Education
University of Arizona, Eller College of Management 2004 — 2005
Masters, Finance
University of Arizona, Eller College of Management 2000 — 2004
Bachelors, Business Economics
Page High School
Joseph Gallo's ICMA-RC Experience 2004 - 2007
Job Senior Counsel, Lincoln Financial Group
Industry Investment Management
Experience
Lincoln Financial Group July 2014 - Present
Morgan Stanley Wealth Management April 2014 - July 2014
SEI Investments August 2007 - April 2014
ICMA-RC 2004 - 2007
U.S. Securities and Exchange Commission September 2003 - December 2003
Skills
Securities, Risk Management, Legal Research, Mutual Funds, Securities Regulation, Mergers, Legal Writing, Commercial Litigation, Corporate Governance, Due Diligence, Private Equity
Education
The Catholic University of America, Columbus School of Law 2001 — 2004
Doctor of Law (J.D.), Law
Pennsylvania State University, University Park, PA
Bachelor of Arts (B.A.)
Lincoln Financial Group July 2014 - Present
Morgan Stanley Wealth Management April 2014 - July 2014
SEI Investments August 2007 - April 2014
ICMA-RC 2004 - 2007
U.S. Securities and Exchange Commission September 2003 - December 2003
Skills
Securities, Risk Management, Legal Research, Mutual Funds, Securities Regulation, Mergers, Legal Writing, Commercial Litigation, Corporate Governance, Due Diligence, Private Equity
Education
The Catholic University of America, Columbus School of Law 2001 — 2004
Doctor of Law (J.D.), Law
Pennsylvania State University, University Park, PA
Bachelor of Arts (B.A.)
Andy Chapo's ICMA-RC Experience May 2013 - December 2013
Job Business System Analyst Consultant at TIAACREF
Industry Information Technology and Services
Experience
TIAA-CREF January 2014 - Present
Charter Oak Software, Inc/ June 2005 - Present
ICMA-RC May 2013 - December 2013
TIAA-CREF January 2011 - January 2013
ING November 2009 - January 2011
TIAA-CREF December 2007 - November 2009
The Hartford March 2006 - November 2007
TIAA-CREF February 2004 - March 2006
MassMutual July 2003 - December 2003
CIGNA May 2002 - April 2003
Skills
Requirements Analysis, COBOL, Business Requirements, Oracle, DB2, Access, Financial Services, System Testing, CICS, Retirement
Education
University of Bridgeport 1973 — 1976
Bachelors, Music Education
TIAA-CREF January 2014 - Present
Charter Oak Software, Inc/ June 2005 - Present
ICMA-RC May 2013 - December 2013
TIAA-CREF January 2011 - January 2013
ING November 2009 - January 2011
TIAA-CREF December 2007 - November 2009
The Hartford March 2006 - November 2007
TIAA-CREF February 2004 - March 2006
MassMutual July 2003 - December 2003
CIGNA May 2002 - April 2003
Skills
Requirements Analysis, COBOL, Business Requirements, Oracle, DB2, Access, Financial Services, System Testing, CICS, Retirement
Education
University of Bridgeport 1973 — 1976
Bachelors, Music Education
Pete Nappi's ICMA-RC Experience 1993 - 2001
Job Director of Technical Operations at BlackMesh
Industry Internet
Experience
BlackMesh August 2015 - Present
CyberIQ Services, Inc. June 2013 - December 2014
Cyveillance November 2005 - May 2013
Rydex January 2001 - November 2005
ICMA RC 1993 - 2001
Perpetual Savings 1990 - 1993
Skills
Team Building, Quality Assurance, Disaster Recovery, Security, SaaS, Leadership, Cloud Computing, Strategic Planning, Training, Program Management, Process Improvement, Budgets, Integration, Databases, Management, System Administration, Requirements Analysis, IT Operations, Agile Project Management
Education
University of Maryland College Park
BS, Finance
BlackMesh August 2015 - Present
CyberIQ Services, Inc. June 2013 - December 2014
Cyveillance November 2005 - May 2013
Rydex January 2001 - November 2005
ICMA RC 1993 - 2001
Perpetual Savings 1990 - 1993
Skills
Team Building, Quality Assurance, Disaster Recovery, Security, SaaS, Leadership, Cloud Computing, Strategic Planning, Training, Program Management, Process Improvement, Budgets, Integration, Databases, Management, System Administration, Requirements Analysis, IT Operations, Agile Project Management
Education
University of Maryland College Park
BS, Finance
Ernest Lewis's ICMA-RC Experience April 2007 - November 2007
Job Consultant
Industry Financial Services
Experience
Stansource Inc. February 2009 - July 2009
ACS 2009 - 2009
Enterprise Iron November 2007 - June 2008
ICMA-RC April 2007 - November 2007
NRECA February 2006 - April 2007
NADA November 2003 - February 2006
Skills
Employee Benefits, 401k, Investments, Mutual Funds, Retirement, Talent Management, Pensions, Requirements Analysis, Retirement Planning, Software Documentation, Defined Benefit, ERISA
Education
University of Oklahoma 1998 — 2003
Stansource Inc. February 2009 - July 2009
ACS 2009 - 2009
Enterprise Iron November 2007 - June 2008
ICMA-RC April 2007 - November 2007
NRECA February 2006 - April 2007
NADA November 2003 - February 2006
Skills
Employee Benefits, 401k, Investments, Mutual Funds, Retirement, Talent Management, Pensions, Requirements Analysis, Retirement Planning, Software Documentation, Defined Benefit, ERISA
Education
University of Oklahoma 1998 — 2003
Steven Brindle's ICMA-RC Experience May 1990 - Present
Job Retirement Plans Specialist at ICMARC
Industry Financial Services
Experience
ICMA-RC May 1990 - Present
ICMA-RC 1990 - 2009
Education
University of Miami - School of Business 1983 — 1987
Ba, Marketing
ICMA-RC May 1990 - Present
ICMA-RC 1990 - 2009
Education
University of Miami - School of Business 1983 — 1987
Ba, Marketing
Alhaji Kargbo's ICMA-RC Experience January 2014 - Present
Job Server Security Analyst at ICMARC
Industry Information Technology and Services
Experience
ICMA-RC January 2014 - Present
University of Maryland Health Center February 2008 - January 2014
Perot Systems Government Services 2006 - 2008
Skills
Active Directory, Network Security, Servers, Virtualization, Windows Server, Firewalls, Disaster Recovery, Security, Operating Systems, Linux, VPN, ITIL, XP, Troubleshooting, Software Documentation, Network Administration, Networking, Information Security
Education
University of Maryland University College 2006 — 2011
MS and MBA, (Information Assurance and Business Administration)
Bowie State University 2003 — 2005
BS, Computer Technology
Marquette University 2003 — 2003
Computer and Information Sciences and Support Services
Prince George's Community College 2000 — 2002
Computer and Information Sciences and Support Services
ICMA-RC January 2014 - Present
University of Maryland Health Center February 2008 - January 2014
Perot Systems Government Services 2006 - 2008
Skills
Active Directory, Network Security, Servers, Virtualization, Windows Server, Firewalls, Disaster Recovery, Security, Operating Systems, Linux, VPN, ITIL, XP, Troubleshooting, Software Documentation, Network Administration, Networking, Information Security
Education
University of Maryland University College 2006 — 2011
MS and MBA, (Information Assurance and Business Administration)
Bowie State University 2003 — 2005
BS, Computer Technology
Marquette University 2003 — 2003
Computer and Information Sciences and Support Services
Prince George's Community College 2000 — 2002
Computer and Information Sciences and Support Services
Sarah Mathai's ICMA-RC Experience May 2015 - Present
Job National Relationship Management Team at ICMARCRC
Industry Financial Services
Experience
ICMA-RC May 2015 - Present
T. Rowe Price May 2013 - May 2015
T Rowe Price March 2010 - May 2013
Skills
Mutual Funds, Equities, Series 63, Fixed Income, Series 6, Derivatives, Account Reconciliation, FINRA, Bloomberg, Financial Reporting, Investments, Accounting, Bloomberg Terminal, Due Diligence, Portfolio Management, Trading
Education
Towson University 2000 — 2005
ICMA-RC May 2015 - Present
T. Rowe Price May 2013 - May 2015
T Rowe Price March 2010 - May 2013
Skills
Mutual Funds, Equities, Series 63, Fixed Income, Series 6, Derivatives, Account Reconciliation, FINRA, Bloomberg, Financial Reporting, Investments, Accounting, Bloomberg Terminal, Due Diligence, Portfolio Management, Trading
Education
Towson University 2000 — 2005
Mike Lakomyj's ICMA-RC Experience September 2012 - Present
Job Sales Systems and Operations Manager at ICMARC
Industry Financial Services
Experience
ICMA-RC September 2012 - Present
ICMA-RC January 2006 - August 2012
ICMA-RC June 2004 - December 2005
ICMA-RC July 2001 - May 2004
Skills
Series 63, Mutual Funds, Investments, Business Analysis, Sales, Relationship Management, Financial Services, Retirement Planning, Asset Allocation, Retirement, 401k, SDLC, Financial Analysis, Leadership
Education
University of Maryland College Park 1998 — 2000
Bachelor of Science (B.S.), Finance
ICMA-RC September 2012 - Present
ICMA-RC January 2006 - August 2012
ICMA-RC June 2004 - December 2005
ICMA-RC July 2001 - May 2004
Skills
Series 63, Mutual Funds, Investments, Business Analysis, Sales, Relationship Management, Financial Services, Retirement Planning, Asset Allocation, Retirement, 401k, SDLC, Financial Analysis, Leadership
Education
University of Maryland College Park 1998 — 2000
Bachelor of Science (B.S.), Finance
Tom Axline's ICMA-RC Experience February 2007 - Present
Job Regional Manager, Southern California
Industry Financial Services
Experience
ICMA-RC February 2007 - Present
ICMA-RC June 1998 - February 2007
Waddell & Reed Financial Services March 1992 - June 1998
Sanwa Bank 1990 - 1992
Education
University of Arizona 1979 — 1983
Agribusiness/Animal Sciences
ICMA-RC February 2007 - Present
ICMA-RC June 1998 - February 2007
Waddell & Reed Financial Services March 1992 - June 1998
Sanwa Bank 1990 - 1992
Education
University of Arizona 1979 — 1983
Agribusiness/Animal Sciences
Jeff Canavan's ICMA-RC Experience AnalystRaymond James FinancialJune 2006 - July 2007
Job Fund Manager at ICMARC
Industry Financial Services
Experience
ICMA-RC AnalystRaymond James FinancialJune 2006 - July 2007
Janus Capital Group February 2002 - July 2006
Wal-Mart 1994 - 1999
Skills
Asset Management, Portfolio Management, Asset Allocation, Investments, Equities, Alternative Investments, Asset Managment, Investment Management, Mutual Funds, Financial Analysis, Financial Modeling, Fixed Income, Hedge Funds, Investment Strategies, Securities, Wealth Management
Education
University of Pittsburgh
ICMA-RC AnalystRaymond James FinancialJune 2006 - July 2007
Janus Capital Group February 2002 - July 2006
Wal-Mart 1994 - 1999
Skills
Asset Management, Portfolio Management, Asset Allocation, Investments, Equities, Alternative Investments, Asset Managment, Investment Management, Mutual Funds, Financial Analysis, Financial Modeling, Fixed Income, Hedge Funds, Investment Strategies, Securities, Wealth Management
Education
University of Pittsburgh
Justin Hicks's ICMA-RC Experience September 2001 - July 2002
Job Corporate Development Director at M.C. Dean, Inc.
Industry Financial Services
Experience
M.C. Dean, Inc. June 2009 - Present
Latitude Trading, LLC January 2007 - December 2008
Financial Partners International/OFS Asia August 2003 - May 2007
ICMA-RC September 2001 - July 2002
Skills
Financial Analysis, Financial Modeling, Investments, Strategic Financial..., Finance, Business Strategy, Asset Managment, Mergers, Strategic Planning, Business Development, Portfolio Management, Equities, Offshore Operations, Business Valuation, Acquisitions, Corporate Finance, Mergers & Acquisitions
Education
University of Maryland - Robert H. Smith School of Business 2006 — 2008
MBA
University of North Carolina at Wilmington 1996 — 2000
B.S., Finance
M.C. Dean, Inc. June 2009 - Present
Latitude Trading, LLC January 2007 - December 2008
Financial Partners International/OFS Asia August 2003 - May 2007
ICMA-RC September 2001 - July 2002
Skills
Financial Analysis, Financial Modeling, Investments, Strategic Financial..., Finance, Business Strategy, Asset Managment, Mergers, Strategic Planning, Business Development, Portfolio Management, Equities, Offshore Operations, Business Valuation, Acquisitions, Corporate Finance, Mergers & Acquisitions
Education
University of Maryland - Robert H. Smith School of Business 2006 — 2008
MBA
University of North Carolina at Wilmington 1996 — 2000
B.S., Finance
Jenny Crawford's ICMA-RC Experience February 2003 - January 2006
Job Economist at U.S. Securities and Exchange Commission
Industry Capital Markets
Experience
U.S. Securities and Exchange Commission October 2014 - Present
Armstrong World Industries August 2013 - September 2014
Consumer Financial Protection Bureau June 2013 - August 2013
US Securities and Exchange Commission January 2013 - April 2013
Real Estate Industry January 2007 - August 2011
ICMA-RC February 2003 - January 2006
Ka Po'e Hana 2006 - 2006
Bank of America April 1998 - June 2001
Societe Generale February 1997 - March 1998
Skills
Portfolio Management, Fixed Income, Bonds, Mutual Funds, Investment Banking, Analysis, Investments, Stata, Money Market, Asset Management, SAS, Financial Modeling, Asset Allocation, Real Estate, Trading, Due Diligence, Valuation, Financial Markets, Financial Risk, Capital Markets, Securities, Derivatives, Bloomberg
Education
The Johns Hopkins University - Carey Business School 2011 — 2014
M.S., Finance, 3.71 GPA
University of South Carolina-Columbia 1992 — 1996
B.S., Finance, Marketing, French
U.S. Securities and Exchange Commission October 2014 - Present
Armstrong World Industries August 2013 - September 2014
Consumer Financial Protection Bureau June 2013 - August 2013
US Securities and Exchange Commission January 2013 - April 2013
Real Estate Industry January 2007 - August 2011
ICMA-RC February 2003 - January 2006
Ka Po'e Hana 2006 - 2006
Bank of America April 1998 - June 2001
Societe Generale February 1997 - March 1998
Skills
Portfolio Management, Fixed Income, Bonds, Mutual Funds, Investment Banking, Analysis, Investments, Stata, Money Market, Asset Management, SAS, Financial Modeling, Asset Allocation, Real Estate, Trading, Due Diligence, Valuation, Financial Markets, Financial Risk, Capital Markets, Securities, Derivatives, Bloomberg
Education
The Johns Hopkins University - Carey Business School 2011 — 2014
M.S., Finance, 3.71 GPA
University of South Carolina-Columbia 1992 — 1996
B.S., Finance, Marketing, French
Maria Pruner's ICMA-RC Experience July 2012 - Present
Job Senior Manager at ICMARC
Industry Financial Services
Experience
ICMA-RC July 2012 - Present
T. Rowe Price March 2008 - July 2012
T. Rowe Price June 2007 - March 2008
T. Rowe Price July 2006 - June 2007
T Rowe Price June 2004 - July 2006
Bank of America December 1998 - June 2004
Skills
Mutual Funds, FINRA, Retirement Planning, Series 63, Series 7, Series 24, Series 6, Financial Services, Strategic Financial..., Banking, Securities, Retirement, Asset Allocation, Equities, Fixed Income, Compliance, Coaching, Process Improvement, Excel, Internal Controls, Due Diligence, Annuities, Investments, 457 Plans, State Government, ERISA, Six Sigma, Operations Management, Fixed Annuities, Microsoft Excel
Education
University of Maryland Baltimore County 2013 — 2015
Master's degree, Industrial and Organizational Psychology
University of Maryland Baltimore County 1999 — 2003
BA, Information Systems Management & International Economics
ICMA-RC July 2012 - Present
T. Rowe Price March 2008 - July 2012
T. Rowe Price June 2007 - March 2008
T. Rowe Price July 2006 - June 2007
T Rowe Price June 2004 - July 2006
Bank of America December 1998 - June 2004
Skills
Mutual Funds, FINRA, Retirement Planning, Series 63, Series 7, Series 24, Series 6, Financial Services, Strategic Financial..., Banking, Securities, Retirement, Asset Allocation, Equities, Fixed Income, Compliance, Coaching, Process Improvement, Excel, Internal Controls, Due Diligence, Annuities, Investments, 457 Plans, State Government, ERISA, Six Sigma, Operations Management, Fixed Annuities, Microsoft Excel
Education
University of Maryland Baltimore County 2013 — 2015
Master's degree, Industrial and Organizational Psychology
University of Maryland Baltimore County 1999 — 2003
BA, Information Systems Management & International Economics
David Tanguay's ICMA-RC Experience June 2015 - Present
Job Senior Vice President, Client Services at ICMARC
Industry Financial Services
Experience
ICMA-RC June 2015 - Present
ICMA-RC May 2004 - June 2015
ICMA-RC April 2001 - May 2004
ICMA-RC November 1996 - March 2001
ICMA-RC January 1996 - November 1996
ICMA-RC August 1990 - December 1995
TrustBank, F.S.B. December 1989 - August 1990
TrustBank, F.S.B. January 1985 - December 1989
Dominion Federal Savings & Loan Association January 1983 - January 1985
Dominion Federal Savings & Loan Association April 1982 - January 1983
Skills
Compliance, Risk Management, Accounting, Risk, Retirement Serv
Education
University of Maryland - Robert H. Smith School of Business 1995 — 1998
M.B.A., Accounting
University of South Florida 1977 — 1981
B.A., History
ICMA-RC June 2015 - Present
ICMA-RC May 2004 - June 2015
ICMA-RC April 2001 - May 2004
ICMA-RC November 1996 - March 2001
ICMA-RC January 1996 - November 1996
ICMA-RC August 1990 - December 1995
TrustBank, F.S.B. December 1989 - August 1990
TrustBank, F.S.B. January 1985 - December 1989
Dominion Federal Savings & Loan Association January 1983 - January 1985
Dominion Federal Savings & Loan Association April 1982 - January 1983
Skills
Compliance, Risk Management, Accounting, Risk, Retirement Serv
Education
University of Maryland - Robert H. Smith School of Business 1995 — 1998
M.B.A., Accounting
University of South Florida 1977 — 1981
B.A., History
Tasha Reinkemeyer's ICMA-RC Experience 2006 - Present
Job State of Missouri Plan Manager at ICMARC
Industry Financial Services
Experience
ICMA-RC 2006 - Present
Nationwide Retirement Solutions July 2001 - April 2006
Skills
Financial Services, Series 63, Retirement Planning, Retirement, Investments
Education
University of Central Missouri 1992 — 1996
BSBA, Finance
ICMA-RC 2006 - Present
Nationwide Retirement Solutions July 2001 - April 2006
Skills
Financial Services, Series 63, Retirement Planning, Retirement, Investments
Education
University of Central Missouri 1992 — 1996
BSBA, Finance
Herbert Robinson, CISP's ICMA-RC Experience Senior Product Manager - IRAICMA-RC2006 - 2013
Job Senior Product Manager, IRA at ICMARC
Industry Financial Services
Experience
ICMA-RC Senior Product Manager - IRAICMA-RC2006 - 2013
Education
University of New Hampshire
ICMA-RC Senior Product Manager - IRAICMA-RC2006 - 2013
Education
University of New Hampshire
Adam McMahon's ICMA-RC Experience September 2013 - June 2015
Job Associate at Davis & Harman LLP
Industry Law Practice
Experience
Davis & Harman LLP July 2015 - Present
ICMA-RC September 2013 - June 2015
National Marrow Donor Program January 2009 - July 2010
Education
The Catholic University of America, Columbus School of Law
Doctor of Law (J.D.)
The George Washington University 2004 — 2008
BA, Political Science
Davis & Harman LLP July 2015 - Present
ICMA-RC September 2013 - June 2015
National Marrow Donor Program January 2009 - July 2010
Education
The Catholic University of America, Columbus School of Law
Doctor of Law (J.D.)
The George Washington University 2004 — 2008
BA, Political Science
Jarita Moore's ICMA-RC Experience December 2012 - Present
Job Client Solutions Group Specialist at ICMARC
Industry Financial Services
Experience
ICMA-RC December 2012 - Present
ICMA-RC November 2009 - December 2012
ICMA-RC April 2007 - February 2008
NADA October 2002 - April 2007
University of Maryland September 2001 - July 2002
University of Maryland University College September 2000 - September 2001
Merrill Lynch June 2000 - August 2000
Skills
Training, Employee Benefits, Human Resources, Microsoft Word, Microsoft Excel, Microsoft Access, OmniPlus, Customer Service, Finance, Leadership, Payroll, Program Management
Education
University of Maryland College Park 1998 — 2001
B.A., Economics
ICMA-RC December 2012 - Present
ICMA-RC November 2009 - December 2012
ICMA-RC April 2007 - February 2008
NADA October 2002 - April 2007
University of Maryland September 2001 - July 2002
University of Maryland University College September 2000 - September 2001
Merrill Lynch June 2000 - August 2000
Skills
Training, Employee Benefits, Human Resources, Microsoft Word, Microsoft Excel, Microsoft Access, OmniPlus, Customer Service, Finance, Leadership, Payroll, Program Management
Education
University of Maryland College Park 1998 — 2001
B.A., Economics
Joe Teague's ICMA-RC Experience 1996 - Present
Job Managing VP, Sales and Client Relations at ICMARC
Industry Financial Services
Experience
ICMA-RC 1996 - Present
Education
UMass Lowell
Bachelor of Arts (BA)
ICMA-RC 1996 - Present
Education
UMass Lowell
Bachelor of Arts (BA)
Rahul Mittal, MBA, CISA, CRISC's ICMA-RC Experience 2001 - 2007
Job Internal Controls at The House of Representatives
Industry Security and Investigations
Experience
The House of Representatives, CAO-IO December 2012 - Present
Acentia- LLC September 2011 - December 2012
IntelliDyne September 2010 - September 2011
Freddie Mac July 2007 - September 2010
ICMA-RC 2001 - 2007
Skills
Risk Management, Visio, Compliance, Access, Process Engineering, Financial Risk, Security, Internal Controls, Process Improvement, Business Analysis, Analysis, Business Process..., Vendor Management, Governance, Program Management, Auditing, Management, Information Assurance
Education
Strayer University-Maryland 2002 — 2005
MBA, Finance
Towson University 1994 — 1999
BS, Mass Communication and Marketing
The House of Representatives, CAO-IO December 2012 - Present
Acentia- LLC September 2011 - December 2012
IntelliDyne September 2010 - September 2011
Freddie Mac July 2007 - September 2010
ICMA-RC 2001 - 2007
Skills
Risk Management, Visio, Compliance, Access, Process Engineering, Financial Risk, Security, Internal Controls, Process Improvement, Business Analysis, Analysis, Business Process..., Vendor Management, Governance, Program Management, Auditing, Management, Information Assurance
Education
Strayer University-Maryland 2002 — 2005
MBA, Finance
Towson University 1994 — 1999
BS, Mass Communication and Marketing
Laura Nash's ICMA-RC Experience April 2014 - Present
Job Investor Services, ICMARC, Wash, DC
Industry Financial Services
Experience
ICMA-RC April 2014 - Present
Principal Financial Group January 2007 - January 2014
Principal Financial Group January 2007 - January 2014
University of Northern Iowa October 2001 - December 2006
Skills
Customer Service, Microsoft Excel, Non-Qualified Deferred..., Fundraising, Microsoft Office, Event Planning, Leadership, Retirement, Leadership Development, Public Speaking, Access, Coaching, Outlook, Training
Education
Talladega College 1975 — 1977
Economics, Economics
University of Northern Iowa
N/A, Gradute Study in Public Administration
ICMA-RC April 2014 - Present
Principal Financial Group January 2007 - January 2014
Principal Financial Group January 2007 - January 2014
University of Northern Iowa October 2001 - December 2006
Skills
Customer Service, Microsoft Excel, Non-Qualified Deferred..., Fundraising, Microsoft Office, Event Planning, Leadership, Retirement, Leadership Development, Public Speaking, Access, Coaching, Outlook, Training
Education
Talladega College 1975 — 1977
Economics, Economics
University of Northern Iowa
N/A, Gradute Study in Public Administration
Ross Rollins's ICMA-RC Experience October 1997 - September 2006
Job Director, Creative Services and Digital Communications
Industry Design
Experience
American Academy of Otolaryngology–Head and Neck Surgery February 2011 - Present
ICMA-RC October 1997 - September 2006
Lari Software January 1996 - October 1997
Skills
Social Media, Adobe Creative Suite, Non-profits, Marketing, Editing, Graphic Design, Marketing Communications, Public Relations, New Media, Blogging, Newsletters, Nonprofits, Press Releases, Program Management, Media Relations, Public Speaking
Education
University of North Carolina at Chapel Hill 1988 — 2003
Journalism and Mass Communications
American Academy of Otolaryngology–Head and Neck Surgery February 2011 - Present
ICMA-RC October 1997 - September 2006
Lari Software January 1996 - October 1997
Skills
Social Media, Adobe Creative Suite, Non-profits, Marketing, Editing, Graphic Design, Marketing Communications, Public Relations, New Media, Blogging, Newsletters, Nonprofits, Press Releases, Program Management, Media Relations, Public Speaking
Education
University of North Carolina at Chapel Hill 1988 — 2003
Journalism and Mass Communications
Erin Desrochers's ICMA-RC Experience May 2013 - August 2013
Job Regional Contract Manager at BMC HealthNet Plan/Well Sense Health Plan
Industry Law Practice
Experience
BMC HealthNet Plan/Well Sense Health Plan December 2014 - Present
Stephen Kuzma Law Office September 2012 - December 2014
The Massachusetts Appellate Tax Board January 2014 - May 2014
ICMA-RC May 2013 - August 2013
Suffolk Superior Court January 2013 - May 2013
Greater Boston Legal Services September 2012 - December 2012
Skills
Leadership, Legal Writing, Legal Research, Westlaw, Lexis, Civil Litigation, Legal Assistance, Courts, Litigation, Mediation, Criminal Law, Human Rights, Research, Public Policy
Education
New England Law Boston 2011 — 2014
Juris Doctor, Candidate for Juris Doctor, 3L
University of Massachusetts, Amherst 2007 — 2011
Bachelor of Arts (B.A.), Social Thought and Political Economy, African Studies
BMC HealthNet Plan/Well Sense Health Plan December 2014 - Present
Stephen Kuzma Law Office September 2012 - December 2014
The Massachusetts Appellate Tax Board January 2014 - May 2014
ICMA-RC May 2013 - August 2013
Suffolk Superior Court January 2013 - May 2013
Greater Boston Legal Services September 2012 - December 2012
Skills
Leadership, Legal Writing, Legal Research, Westlaw, Lexis, Civil Litigation, Legal Assistance, Courts, Litigation, Mediation, Criminal Law, Human Rights, Research, Public Policy
Education
New England Law Boston 2011 — 2014
Juris Doctor, Candidate for Juris Doctor, 3L
University of Massachusetts, Amherst 2007 — 2011
Bachelor of Arts (B.A.), Social Thought and Political Economy, African Studies
Margot Tripi's ICMA-RC Experience July 2009 - Present
Job Vice President, Client Services at ICMARC
Industry Financial Services
Experience
ICMA-RC July 2009 - Present
ICMA-RC June 1982 - Present
ICMA-RC January 2001 - June 2009
ICMA-RC January 1998 - January 2001
ICMA-RC January 1996 - January 1998
ICMA-RC January 1995 - January 1996
ICMA-RC January 1993 - January 1995
ICMA-RC January 1990 - January 1993
ICMA-RC January 1989 - January 1990
ICMA-RC January 1988 - January 1989
Education
Syracuse University
M.A, Communications
William & Mary
B.A, English/History
Williamsville North 1968 — 1972
ICMA-RC July 2009 - Present
ICMA-RC June 1982 - Present
ICMA-RC January 2001 - June 2009
ICMA-RC January 1998 - January 2001
ICMA-RC January 1996 - January 1998
ICMA-RC January 1995 - January 1996
ICMA-RC January 1993 - January 1995
ICMA-RC January 1990 - January 1993
ICMA-RC January 1989 - January 1990
ICMA-RC January 1988 - January 1989
Education
Syracuse University
M.A, Communications
William & Mary
B.A, English/History
Williamsville North 1968 — 1972
Ashle Walker's ICMA-RC Experience June 2015 - Present
Job Financial Services Professional
Industry Financial Services
Experience
ICMA-RC June 2015 - Present
Aon Risk Solutions May 2012 - June 2015
Maxim Healthcare Services July 2010 - May 2012
Office of Employment Development January 2010 - June 2010
Department of the Army June 2008 - August 2009
Metlife Insurance November 2008 - May 2009
Skills
Accounts Payable, Accounts Receivable, Invoicing, Financial Analysis, Finance, Microsoft Excel, Spreadsheets, Databases, Research, Editing, Claim, Bank Reconciliation, Medical Billing, Customer Service, Proofreading
Education
University of Maryland University College 2013 — 2016
Master of Business Administration
Towson University 2005 — 2009
B.S, Business Administration/Finance
ICMA-RC June 2015 - Present
Aon Risk Solutions May 2012 - June 2015
Maxim Healthcare Services July 2010 - May 2012
Office of Employment Development January 2010 - June 2010
Department of the Army June 2008 - August 2009
Metlife Insurance November 2008 - May 2009
Skills
Accounts Payable, Accounts Receivable, Invoicing, Financial Analysis, Finance, Microsoft Excel, Spreadsheets, Databases, Research, Editing, Claim, Bank Reconciliation, Medical Billing, Customer Service, Proofreading
Education
University of Maryland University College 2013 — 2016
Master of Business Administration
Towson University 2005 — 2009
B.S, Business Administration/Finance
Laura Hancock's ICMA-RC Experience January 2013 - Present
Job Retirement Plan Specialist at ICMARC
Industry Financial Services
Experience
ICMA-RC January 2013 - Present
Prudential Financial March 2008 - January 2013
Prudential Retirement February 2005 - March 2008
Prudential Retirement October 2004 - February 2005
Unicel March 2003 - August 2004
Para-Tech Satellite November 2001 - March 2003
Connecticut Advanced Products September 1997 - June 2001
Skills
Customer Relations, Customer Service, Coaching, Account Management, International Sales, Direct Sales, Sales Process, Training, Training & Development, Process Improvement, Building Relationships, Retirement, Employee Training, Retirement Planning, Insurance, Series 6, 401k
Education
University of Connecticut 1993 — 1997
Bachelor of Arts, Spanish and Economics
ICMA-RC January 2013 - Present
Prudential Financial March 2008 - January 2013
Prudential Retirement February 2005 - March 2008
Prudential Retirement October 2004 - February 2005
Unicel March 2003 - August 2004
Para-Tech Satellite November 2001 - March 2003
Connecticut Advanced Products September 1997 - June 2001
Skills
Customer Relations, Customer Service, Coaching, Account Management, International Sales, Direct Sales, Sales Process, Training, Training & Development, Process Improvement, Building Relationships, Retirement, Employee Training, Retirement Planning, Insurance, Series 6, 401k
Education
University of Connecticut 1993 — 1997
Bachelor of Arts, Spanish and Economics
Aster Meskel's ICMA-RC Experience January 2015 - Present
Job at
Industry Financial Services
Experience
ICMA-RC January 2015 - Present
ICMA-RC January 2008 - December 2014
Wachovia Bank January 2005 - January 2008
Morgan Stanley February 2004 - December 2004
Education
Temple University - Fox School of Business and Management 2001 — 2003
MBA, Finance
ICMA-RC January 2015 - Present
ICMA-RC January 2008 - December 2014
Wachovia Bank January 2005 - January 2008
Morgan Stanley February 2004 - December 2004
Education
Temple University - Fox School of Business and Management 2001 — 2003
MBA, Finance
Charles Dickson's ICMA-RC Experience June 2009 - Present
Job Investor Services at ICMA Retirement Corporation
Industry Financial Services
Experience
ICMA-RC June 2009 - Present
ICMA Retirement Corp June 2007 - April 2009
Skills
Sales, Project Management, Portfolio Management, Banking, New Business Development, PMP Project Management..., Investments, Financial Services, Insurance, Business Analysis, Mutual Funds, Access, Sales Management, Product Development, Retail Banking
Education
University of Maryland University College 2011 — 2013
Master's degree, Information Technology Project Management
Lewisham Business School 1992 — 1993
Diploma, Marketing
University of Science & Technology 1984 — 1988
BA; (Hons) Art, Industrial Art (Textile Design)
Adisadel College 1976 — 1983
G.C.E., Ordinary Level, 1
ICMA-RC June 2009 - Present
ICMA Retirement Corp June 2007 - April 2009
Skills
Sales, Project Management, Portfolio Management, Banking, New Business Development, PMP Project Management..., Investments, Financial Services, Insurance, Business Analysis, Mutual Funds, Access, Sales Management, Product Development, Retail Banking
Education
University of Maryland University College 2011 — 2013
Master's degree, Information Technology Project Management
Lewisham Business School 1992 — 1993
Diploma, Marketing
University of Science & Technology 1984 — 1988
BA; (Hons) Art, Industrial Art (Textile Design)
Adisadel College 1976 — 1983
G.C.E., Ordinary Level, 1
Jeannie McIntyre's ICMA-RC Experience April 2011 - September 2012
Job Manager at ICMARC
Industry Accounting
Experience
ICMA-RC April 2011 - September 2012
Yount, Hyde & Barbour, PC December 2004 - April 2011
Per-Se Technologies 2002 - 2004
Skills
Accounting, Financial Reporting, Internal Controls, Tax, Strategic Planning, Due Diligence
Education
The George Washington University 2011 — 2013
Master of Professional Studies, Sustainable Urban Planning
ICMA-RC April 2011 - September 2012
Yount, Hyde & Barbour, PC December 2004 - April 2011
Per-Se Technologies 2002 - 2004
Skills
Accounting, Financial Reporting, Internal Controls, Tax, Strategic Planning, Due Diligence
Education
The George Washington University 2011 — 2013
Master of Professional Studies, Sustainable Urban Planning
Ashlee Ferguson's ICMA-RC Experience December 2011 - Present
Job Financial Services Professional
Industry Financial Services
Experience
ICMA-RC December 2011 - Present
T. Rowe Price December 2009 - December 2010
Black & Decker March 2007 - July 2008
Skills
Retirement Planning, Mutual Funds, Financial Services, Wealth Management, Securities, Retirement, Loans, Series 6, Series 63, Processing, Microsoft Office, Training, Asset Transfers, OMNI, EDI, AWD
Education
University of Maryland University College 2013 — 2015
Bachelor's degree, Business Administration and Management, General
ICMA-RC December 2011 - Present
T. Rowe Price December 2009 - December 2010
Black & Decker March 2007 - July 2008
Skills
Retirement Planning, Mutual Funds, Financial Services, Wealth Management, Securities, Retirement, Loans, Series 6, Series 63, Processing, Microsoft Office, Training, Asset Transfers, OMNI, EDI, AWD
Education
University of Maryland University College 2013 — 2015
Bachelor's degree, Business Administration and Management, General
Rasheid Boykin's ICMA-RC Experience December 2005 - Present
Job Supervisor at ICMARC
Industry Financial Services
Experience
ICMA-RC December 2005 - Present
Education
University of Maryland College Park
Associate's degree, Applied Mathematics
ICMA-RC December 2005 - Present
Education
University of Maryland College Park
Associate's degree, Applied Mathematics
Anthony Chifari's ICMA-RC Experience September 2005 - Present
Job Retirement Plans Specialist at ICMARC
Industry Financial Services
Experience
ICMA-RC September 2005 - Present
The Principal Financial Group December 2004 - August 2005
Fidelity Investments October 1989 - August 2004
Skills
401k, Mutual Funds, Insurance, Retirement Planning, Investments, IRAs, Wealth Management, Series 7, Series 63, Securities, Retirement, Asset Allocation, Investment Advisory, Pensions, Program Management, Team Building, Leadership
Education
University of Notre Dame 1973 — 1977
Bachelor's degree, American Studies
ICMA-RC September 2005 - Present
The Principal Financial Group December 2004 - August 2005
Fidelity Investments October 1989 - August 2004
Skills
401k, Mutual Funds, Insurance, Retirement Planning, Investments, IRAs, Wealth Management, Series 7, Series 63, Securities, Retirement, Asset Allocation, Investment Advisory, Pensions, Program Management, Team Building, Leadership
Education
University of Notre Dame 1973 — 1977
Bachelor's degree, American Studies
Tim Sudol, CFA's ICMA-RC Experience
Job Fund Manager at ICMARC
Industry Financial Services
Experience
ICMA-RC
Education
University of Miami - School of Business 1988 — 1992
Bachelor of Business Administration (BBA)
University of Baltimore
Master of Business Administration (MBA)
ICMA-RC
Education
University of Miami - School of Business 1988 — 1992
Bachelor of Business Administration (BBA)
University of Baltimore
Master of Business Administration (MBA)
Tom Axline's ICMA-RC Experience November 2014 - Present
Job at
Industry Financial Services
Experience
ICMA-RC November 2014 - Present
ICMA-RC February 2007 - Present
ICMA-RC June 1998 - February 2007
Waddell & Reed October 1996 - June 1998
Skills
Certified Financial..., Retirement Plan..., Qualified Retirement..., Retirement Benefits, Investment Advisory, Investment Management, College Funding..., Wealth Accumulation..., Wealth Preservation..., Intergenerational..., Multi-generational..., Life Insurance, Disability Insurance, Investment Strategies, Retirement, Mutual Funds, Financial Services, Retirement Planning, Investments, Series 63, 401k, Financial Planning, Asset Allocation, IRAs
Education
University of Arizona 1979 — 1983
Animal Science and Agribusiness
ICMA-RC November 2014 - Present
ICMA-RC February 2007 - Present
ICMA-RC June 1998 - February 2007
Waddell & Reed October 1996 - June 1998
Skills
Certified Financial..., Retirement Plan..., Qualified Retirement..., Retirement Benefits, Investment Advisory, Investment Management, College Funding..., Wealth Accumulation..., Wealth Preservation..., Intergenerational..., Multi-generational..., Life Insurance, Disability Insurance, Investment Strategies, Retirement, Mutual Funds, Financial Services, Retirement Planning, Investments, Series 63, 401k, Financial Planning, Asset Allocation, IRAs
Education
University of Arizona 1979 — 1983
Animal Science and Agribusiness
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY