ICMA Retirement Corporation
Industry: Company
DescriptionFounded: 1933 Subsidiary: ICMA-RC Services, LLC, Asset Management Arm
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ICMA Retirement Corporation Employees
Employee
Years
Job
Industry
Kelly Johnson, CFA, CAIA Kelly Johnson, CFA, CAIA's ICMA Retirement Corporation Experience 1996 - 1998
Job Senior Investment Consultant at City National Rochdale
Industry Investment Management
Experience
City National Rochdale January 2015 - Present
PIMCO January 2009 - January 2015
PIMCO July 2001 - December 2008
Freddie Mac October 1998 - August 1999
ICMA Retirement Corporation 1996 - 1998
Skills
Financial Modeling, Financial Services, Fixed Income, Investment Strategies, Investments, Leadership, Management, Non-profits, Portfolio Management, Strategy, Alternative Investments, Analysis, Institutional..., Asset Allocation, Investment Management
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1999 — 2001
MBA
City National Rochdale January 2015 - Present
PIMCO January 2009 - January 2015
PIMCO July 2001 - December 2008
Freddie Mac October 1998 - August 1999
ICMA Retirement Corporation 1996 - 1998
Skills
Financial Modeling, Financial Services, Fixed Income, Investment Strategies, Investments, Leadership, Management, Non-profits, Portfolio Management, Strategy, Alternative Investments, Analysis, Institutional..., Asset Allocation, Investment Management
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1999 — 2001
MBA
Keola Nosaka Keola Nosaka's ICMA Retirement Corporation Experience 2001 - 2001
Job Controller at Advanced Resources International, Inc.
Industry Oil & Energy
Experience
Advanced Resources International, Inc. 2001 - Present
ICMA Retirement Corporation 2001 - 2001
Symantec 2000 - 2001
National Automobile Dealers Association 1988 - 2000
Skills
Government Contracting, Project Planning, Strategic Planning, Internal Controls, Business Strategy, Management, Analysis, Business Analysis, Accounting, Cost Accounting, Process Improvement, Finance, Forecasting
Education
Duke University - The Fuqua School of Business 1995 — 1996
MBA, Business
Averett University 1992 — 1995
BBA, Business
Kamehameha Schools 1973 — 1979
Advanced Resources International, Inc. 2001 - Present
ICMA Retirement Corporation 2001 - 2001
Symantec 2000 - 2001
National Automobile Dealers Association 1988 - 2000
Skills
Government Contracting, Project Planning, Strategic Planning, Internal Controls, Business Strategy, Management, Analysis, Business Analysis, Accounting, Cost Accounting, Process Improvement, Finance, Forecasting
Education
Duke University - The Fuqua School of Business 1995 — 1996
MBA, Business
Averett University 1992 — 1995
BBA, Business
Kamehameha Schools 1973 — 1979
Angie Mencia Angie Mencia's ICMA Retirement Corporation Experience September 2006 - Present
Job Regional Sales Assistant at ICMA Retirement Corp
Industry Financial Services
Experience
ICMA Retirement Corporation September 2006 - Present
Dow Jones Telerate February 1985 - May 1998
Skills
Customer Service, Microsoft Office, Event Planning, Microsoft Word
Education
Trinity International University-Florida 2014 — 2016
Bachelor's Degree, Business, Management, Marketing, and Related Support Services
ICMA Retirement Corporation September 2006 - Present
Dow Jones Telerate February 1985 - May 1998
Skills
Customer Service, Microsoft Office, Event Planning, Microsoft Word
Education
Trinity International University-Florida 2014 — 2016
Bachelor's Degree, Business, Management, Marketing, and Related Support Services
Bob Jacoby's ICMA Retirement Corporation Experience November 1986 - September 1996
Job Retirement Plan Recordkeeping Operations at ICMARC
Industry Financial Services
Experience
ICMA-RC April 2015 - Present
Wesley Freedom UMC August 2002 - April 2015
T.Rowe Price 1996 - 2002
ICMA Retirement Corporation November 1986 - September 1996
Skills
Discipleship, Public Speaking, Nonprofits, Pastoral Care, Leadership, Theology, Non-profits, Volunteer Management, Preaching, Biblical Studies, Youth Ministry, Religion, Community Outreach, Missions, Pastoral Counseling, Program Management, Record Keeping, Business Systems..., 401k, 457 Plans, IT Operations, Microsoft Office, Career Counseling, HOA, Customer Service, Management, Team Building
Education
Wesley Theological Seminary 2001 — 2003
Certificate, Youth Ministry & Theology
Shippensburg University of Pennsylvania 1982 — 1986
BSBA, Accounting
ICMA-RC April 2015 - Present
Wesley Freedom UMC August 2002 - April 2015
T.Rowe Price 1996 - 2002
ICMA Retirement Corporation November 1986 - September 1996
Skills
Discipleship, Public Speaking, Nonprofits, Pastoral Care, Leadership, Theology, Non-profits, Volunteer Management, Preaching, Biblical Studies, Youth Ministry, Religion, Community Outreach, Missions, Pastoral Counseling, Program Management, Record Keeping, Business Systems..., 401k, 457 Plans, IT Operations, Microsoft Office, Career Counseling, HOA, Customer Service, Management, Team Building
Education
Wesley Theological Seminary 2001 — 2003
Certificate, Youth Ministry & Theology
Shippensburg University of Pennsylvania 1982 — 1986
BSBA, Accounting
Doug Boateng Doug Boateng's ICMA Retirement Corporation Experience June 2008 - December 2009
Job Applications and Analytics at API
Industry Information Technology and Services
Experience
API June 2015 - Present
Americans United for Life April 2013 - Present
1Dollar1Home, Inc. November 2011 - Present
Boateng Enterprises August 2005 - Present
National Industries for the Blind February 2010 - September 2011
ICMA Retirement Corporation June 2008 - December 2009
Skills
Competitive Analysis, Purchasing, Research, Budgeting, Analysis, Forecasting, Customer Relations, Negotiation, Excel, Microsoft Office, Social Media, Problem Solving, Word, Event Planning, Strategic Planning, Business Development, Budgets, Marketing, Program Management, Management, Market Research, CRM, Salesforce.com, Cross-functional Team..., Process Improvement, Microsoft Excel
Education
Elon University 2004 — 2008
BA, International Business, Business Administration
Elon University - Martha and Spencer Love School of Business 2004 — 2008
BA, International Business
API June 2015 - Present
Americans United for Life April 2013 - Present
1Dollar1Home, Inc. November 2011 - Present
Boateng Enterprises August 2005 - Present
National Industries for the Blind February 2010 - September 2011
ICMA Retirement Corporation June 2008 - December 2009
Skills
Competitive Analysis, Purchasing, Research, Budgeting, Analysis, Forecasting, Customer Relations, Negotiation, Excel, Microsoft Office, Social Media, Problem Solving, Word, Event Planning, Strategic Planning, Business Development, Budgets, Marketing, Program Management, Management, Market Research, CRM, Salesforce.com, Cross-functional Team..., Process Improvement, Microsoft Excel
Education
Elon University 2004 — 2008
BA, International Business, Business Administration
Elon University - Martha and Spencer Love School of Business 2004 — 2008
BA, International Business
kadesha simms kadesha simms's ICMA Retirement Corporation Experience June 2010 - August 2010
Job agent at Primerica
Industry Apparel & Fashion
Micky Reeves Micky Reeves's ICMA Retirement Corporation Experience February 2000 - January 2004
Job Office Director & Wealth Advisor at Buckingham Family of Financial Services
Industry Financial Services
Experience
Buckingham Family of Financial Services September 2008 - Present
JWA Financial Group, Inc. September 2008 - June 2013
USAA January 2004 - August 2008
ICMA Retirement Corporation February 2000 - January 2004
Education
Texas A&M University 1993 — 1997
BS, Industrial Distribution
James Madison High School
Buckingham Family of Financial Services September 2008 - Present
JWA Financial Group, Inc. September 2008 - June 2013
USAA January 2004 - August 2008
ICMA Retirement Corporation February 2000 - January 2004
Education
Texas A&M University 1993 — 1997
BS, Industrial Distribution
James Madison High School
Veronica Thompson-Lipkins Veronica Thompson-Lipkins's ICMA Retirement Corporation Experience July 2004 - March 2009
Job Certified Payroll Professional
Industry Accounting
Experience
Worldwide Information Network Systems Inc. (WINS) May 2010 - May 2012
National Democratic Institute (NDI) April 2009 - April 2010
ICMA-Retirement Corporation July 2004 - March 2009
ICMA-Retirement Corporation September 2001 - June 2004
Fannie Mae January 2001 - August 2001
Century Technologies, Inc. April 2000 - September 2000
Century Technologies, Inc. February 1996 - April 2000
Skills
General Ledger, Account Reconciliation, Accounts Payable, Accounting, Bank Reconciliation, Fixed Assets, Accounts Receivable, Accruals, Journal Entries, Deltek GCS Premier, Lawson Payroll, ADP PCPW, ADP Pay Expert, Ultimate Software..., Deltek System 1..., Pay America, People Soft, Deltek Cost Point..., Ceridian Print Service, Ceridian Source Data..., Solomon V Accounting..., ADP eTime, ADP Concur Expense..., ADP IPay, Report Smith, Impromptu, Cognos 8, Positive Pay, Microsoft Excel, Microsoft Word, GAAP, ADP EasyPay, QuickBooks Enterprise..., Intuit On Line Payroll, BigTime (Electronic..., PeopleSoft, Payroll, Payroll Taxes, Deltek, ADP Payroll, Tax, Sarbanes-Oxley Act, Internal Controls, Expenses, Spreadsheets, 401k, Financial Statements, Auditing, Cash Flow, Analysis
Education
Prince George's Community College
Accounting and Finance
Fayetteville State University
Bachelor of Science, Business Administration
Worldwide Information Network Systems Inc. (WINS) May 2010 - May 2012
National Democratic Institute (NDI) April 2009 - April 2010
ICMA-Retirement Corporation July 2004 - March 2009
ICMA-Retirement Corporation September 2001 - June 2004
Fannie Mae January 2001 - August 2001
Century Technologies, Inc. April 2000 - September 2000
Century Technologies, Inc. February 1996 - April 2000
Skills
General Ledger, Account Reconciliation, Accounts Payable, Accounting, Bank Reconciliation, Fixed Assets, Accounts Receivable, Accruals, Journal Entries, Deltek GCS Premier, Lawson Payroll, ADP PCPW, ADP Pay Expert, Ultimate Software..., Deltek System 1..., Pay America, People Soft, Deltek Cost Point..., Ceridian Print Service, Ceridian Source Data..., Solomon V Accounting..., ADP eTime, ADP Concur Expense..., ADP IPay, Report Smith, Impromptu, Cognos 8, Positive Pay, Microsoft Excel, Microsoft Word, GAAP, ADP EasyPay, QuickBooks Enterprise..., Intuit On Line Payroll, BigTime (Electronic..., PeopleSoft, Payroll, Payroll Taxes, Deltek, ADP Payroll, Tax, Sarbanes-Oxley Act, Internal Controls, Expenses, Spreadsheets, 401k, Financial Statements, Auditing, Cash Flow, Analysis
Education
Prince George's Community College
Accounting and Finance
Fayetteville State University
Bachelor of Science, Business Administration
James Bryan James Bryan's ICMA Retirement Corporation Experience 1993 - 1994
Job Executive Advisor at R3 Government Solutions
Industry Management Consulting
Experience
R3 Government Solutions June 2014 - Present
HRM, Inc. September 2013 - August 2014
The Center for Organizational Excellence January 2013 - August 2013
The Center For Organizational Excellence February 2010 - December 2012
The Center For Organizational Excellence December 2009 - February 2010
American Red Cross November 2003 - 2009
Red Cross 2008 - 2008
American Red Cross November 2003 - September 2006
Watson Wyatt Worldwide 1994 - November 2003
ICMA Retirement Corporation 1993 - 1994
Skills
Program Management, IT Strategy, Leadership, Change Management, Management, SDLC, Process Improvement, Vendor Management, Strategy, Business Process..., Integration, Business Analysis, Team Building, Requirements Analysis, Business Strategy, Software Development, Enterprise Software, Business Intelligence, Enterprise Architecture, Analysis, Management Consulting, Disaster Recovery, Project Management, Strategic Planning, Project Portfolio..., PMO, Cross-functional Team..., PMP, IT Management, SharePoint, ITIL, Software Project..., Team Leadership, Business Process, Information Technology, Cloud Computing, Visio, Governance, Agile Methodologies, SaaS
Education
University of Maryland Baltimore County
B.S., Information Systems Management
R3 Government Solutions June 2014 - Present
HRM, Inc. September 2013 - August 2014
The Center for Organizational Excellence January 2013 - August 2013
The Center For Organizational Excellence February 2010 - December 2012
The Center For Organizational Excellence December 2009 - February 2010
American Red Cross November 2003 - 2009
Red Cross 2008 - 2008
American Red Cross November 2003 - September 2006
Watson Wyatt Worldwide 1994 - November 2003
ICMA Retirement Corporation 1993 - 1994
Skills
Program Management, IT Strategy, Leadership, Change Management, Management, SDLC, Process Improvement, Vendor Management, Strategy, Business Process..., Integration, Business Analysis, Team Building, Requirements Analysis, Business Strategy, Software Development, Enterprise Software, Business Intelligence, Enterprise Architecture, Analysis, Management Consulting, Disaster Recovery, Project Management, Strategic Planning, Project Portfolio..., PMO, Cross-functional Team..., PMP, IT Management, SharePoint, ITIL, Software Project..., Team Leadership, Business Process, Information Technology, Cloud Computing, Visio, Governance, Agile Methodologies, SaaS
Education
University of Maryland Baltimore County
B.S., Information Systems Management
Lucretia Sellers, SPHR Lucretia Sellers, SPHR's ICMA Retirement Corporation Experience December 2001 - June 2004
Job People Consultant Assistant Director at EY
Industry Human Resources
Experience
EY November 2014 - Present
Duty First Consulting November 2010 - Present
Duty First Consulting November 2010 - November 2014
GEICO April 2007 - December 2010
GEICO June 2004 - April 2007
ICMA - Retirement Corporation December 2001 - June 2004
Pricewaterhouse Coopers September 1998 - December 2001
Skills
Competency Model..., Training and Development, Strategic Human Capital..., Workforce Planning, Stakeholder Management, Talent Management, Performance Management, Organizational..., Change Management, Organizational..., Human Resource...
Education
The Johns Hopkins University - Carey Business School 2007 — 2009
Master of Science, Organization Development/Strategic Human Resources
HCI
HCI
North Carolina State University
BA, Political Science
EY November 2014 - Present
Duty First Consulting November 2010 - Present
Duty First Consulting November 2010 - November 2014
GEICO April 2007 - December 2010
GEICO June 2004 - April 2007
ICMA - Retirement Corporation December 2001 - June 2004
Pricewaterhouse Coopers September 1998 - December 2001
Skills
Competency Model..., Training and Development, Strategic Human Capital..., Workforce Planning, Stakeholder Management, Talent Management, Performance Management, Organizational..., Change Management, Organizational..., Human Resource...
Education
The Johns Hopkins University - Carey Business School 2007 — 2009
Master of Science, Organization Development/Strategic Human Resources
HCI
HCI
North Carolina State University
BA, Political Science
Cynthia Hargadon Cynthia Hargadon's ICMA Retirement Corporation Experience 1987 - 1996
Job Partner and Senior Consultant at North Point Advisors LLC
Industry Investment Management
Experience
North Point Advisors 2010 - Present
RogersCasey 2006 - 2010
NADA Retirement Trust 1998 - 2000
Stable Value Investment Association 1996 - 1998
ICMA Retirement Corporation 1987 - 1996
Skills
Investments, Investment Advisory, Endowments, Asset Managment, Investment Policy..., Mutual Funds, Leadership, Asset Allocation, Fixed Income, Management, Asset Management, Equities, Alternative Investments, Investment Management, Investment Banking, Hedge Funds, 401k, Finance, Investment Strategies, Portfolio Management
Education
The George Washington University - School of Business
MBA, Finance
University of Virginia
BA, Economics
North Point Advisors 2010 - Present
RogersCasey 2006 - 2010
NADA Retirement Trust 1998 - 2000
Stable Value Investment Association 1996 - 1998
ICMA Retirement Corporation 1987 - 1996
Skills
Investments, Investment Advisory, Endowments, Asset Managment, Investment Policy..., Mutual Funds, Leadership, Asset Allocation, Fixed Income, Management, Asset Management, Equities, Alternative Investments, Investment Management, Investment Banking, Hedge Funds, 401k, Finance, Investment Strategies, Portfolio Management
Education
The George Washington University - School of Business
MBA, Finance
University of Virginia
BA, Economics
John S. Tobey, CFA John S. Tobey, CFA's ICMA Retirement Corporation Experience 1998 - 2003
Job Editor and Founder at InvestmentDirections.com
Industry Investment Management
Experience
InvestmentDirections.com 2009 - Present
(Self-employed) 2004 - Present
ICMA Retirement Corporation 1998 - 2003
Investment Directions 1995 - 1998
Liberty Asset Management 1986 - 1994
Bank of America 1982 - 1986
Callan Associates 1978 - 1982
EF Hutton 1977 - 1978
International Paper 1974 - 1977
Cyphernetics / ADP Network Services 1973 - 1974
Skills
Investments, Mutual Funds, Asset Managment, Management, Asset Allocation, Portfolio Management, Equities, Fixed Income, Economics, Capital Markets, Securities, Valuation, Retirement, Asset Management, Financial Advisory, Investment Management
Education
CFA Institute 1998 — 2001
CFA
Stanford University Graduate School of Business 1971 — 1973
MBA
San Diego State University-California State University 1962 — 1967
BS, Finance
InvestmentDirections.com 2009 - Present
(Self-employed) 2004 - Present
ICMA Retirement Corporation 1998 - 2003
Investment Directions 1995 - 1998
Liberty Asset Management 1986 - 1994
Bank of America 1982 - 1986
Callan Associates 1978 - 1982
EF Hutton 1977 - 1978
International Paper 1974 - 1977
Cyphernetics / ADP Network Services 1973 - 1974
Skills
Investments, Mutual Funds, Asset Managment, Management, Asset Allocation, Portfolio Management, Equities, Fixed Income, Economics, Capital Markets, Securities, Valuation, Retirement, Asset Management, Financial Advisory, Investment Management
Education
CFA Institute 1998 — 2001
CFA
Stanford University Graduate School of Business 1971 — 1973
MBA
San Diego State University-California State University 1962 — 1967
BS, Finance
Bill Byrnes Bill Byrnes's ICMA Retirement Corporation Experience May 2004 - March 2006
Job Consultant at Grahall Partners LLC
Industry Management Consulting
Experience
Grahall Partners, LLC March 2006 - Present
ICMA Retirement Corporation May 2004 - March 2006
New York Life Insurance Company February 2001 - April 2004
The SPARK Institute 1998 - 2003
Boston Financial Data Services May 1994 - January 2001
Putnam Investments December 1991 - May 1994
Fidelity Investments December 1986 - December 1991
Emery Worldwide 1984 - 1986
Xerox Corporation June 1973 - July 1984
MeadWestvaco January 1972 - June 1973
Skills
Executive Search, Organizational..., Change Management, Sales, Training Delivery, Executive Management, Business Intelligence, Team Leadership, Consulting, Management, Start-ups, Contract Negotiation, Business Strategy, Banking, Marketing, Finance, Performance Improvement, Integration, Corporate Governance, Mergers, Strategic Consulting, Staff Development, Insurance, Strategy, Personal Development, Due Diligence, Employee Training, Strategic Planning, HRIS, Talent Management, Operational Excellence, Employment Law, Investment Management, Account Management, Operations Management, Management Development, Organizational..., Business Analysis, Retirement Planning, Outsourcing, Financial Modeling, Recruiting, Manufacturing, Employee Engagement, Restructuring, Workshop Facilitation, Mentoring, Sourcing, Interviews, Onboarding
Education
University at Albany, SUNY 1967 — 1968
M.S., Personnel Administration
State University of New York College at Geneseo 1964 — 1967
BS, History
Saint Bonaventure University 1963 — 1964
N/A, History
Grahall Partners, LLC March 2006 - Present
ICMA Retirement Corporation May 2004 - March 2006
New York Life Insurance Company February 2001 - April 2004
The SPARK Institute 1998 - 2003
Boston Financial Data Services May 1994 - January 2001
Putnam Investments December 1991 - May 1994
Fidelity Investments December 1986 - December 1991
Emery Worldwide 1984 - 1986
Xerox Corporation June 1973 - July 1984
MeadWestvaco January 1972 - June 1973
Skills
Executive Search, Organizational..., Change Management, Sales, Training Delivery, Executive Management, Business Intelligence, Team Leadership, Consulting, Management, Start-ups, Contract Negotiation, Business Strategy, Banking, Marketing, Finance, Performance Improvement, Integration, Corporate Governance, Mergers, Strategic Consulting, Staff Development, Insurance, Strategy, Personal Development, Due Diligence, Employee Training, Strategic Planning, HRIS, Talent Management, Operational Excellence, Employment Law, Investment Management, Account Management, Operations Management, Management Development, Organizational..., Business Analysis, Retirement Planning, Outsourcing, Financial Modeling, Recruiting, Manufacturing, Employee Engagement, Restructuring, Workshop Facilitation, Mentoring, Sourcing, Interviews, Onboarding
Education
University at Albany, SUNY 1967 — 1968
M.S., Personnel Administration
State University of New York College at Geneseo 1964 — 1967
BS, History
Saint Bonaventure University 1963 — 1964
N/A, History
Colleen VanDyke's ICMA Retirement Corporation Experience March 1999 - September 2005
Job VP, Design and Development at MHI Global
Industry Professional Training & Coaching
Experience
MHI Global August 2014 - Present
Huthwaite, Inc August 2005 - August 2014
ICMA Retirement Corporation March 1999 - September 2005
American Bankers Association June 1990 - March 1998
Skills
Performance Improvement, Management Development, Instructional Design, Learning Management, Training Delivery, Instructor-led Training, Needs Analysis, Executive Development, Business Coaching, Learning Management..., Performance Management, Team Leadership, Leadership, Leadership Development, Executive Coaching, Performance Consulting, Program Management, Training, Organizational..., Blended Learning, Employee Training, Talent Management, Coaching, Culture Change, Organizational..., Workshop Facilitation, E-Learning, 360 Feedback, Organizational Learning, Succession Planning, Employee Engagement, Change Management, Organizational Design, Strategy, Management, Consulting, Team Building, Strategic Planning, Sales Process, Management Consulting, Process Improvement, Start-ups, Business Strategy, Project Management, CRM, Salesforce.com, Staff Development, Career Development, Training & Development
Education
The George Washington University 1992 — 1996
MA, Human Resource Development
University of Delaware 1986 — 1990
BS, Adult Education (Deans Scholar individualized degree
MHI Global August 2014 - Present
Huthwaite, Inc August 2005 - August 2014
ICMA Retirement Corporation March 1999 - September 2005
American Bankers Association June 1990 - March 1998
Skills
Performance Improvement, Management Development, Instructional Design, Learning Management, Training Delivery, Instructor-led Training, Needs Analysis, Executive Development, Business Coaching, Learning Management..., Performance Management, Team Leadership, Leadership, Leadership Development, Executive Coaching, Performance Consulting, Program Management, Training, Organizational..., Blended Learning, Employee Training, Talent Management, Coaching, Culture Change, Organizational..., Workshop Facilitation, E-Learning, 360 Feedback, Organizational Learning, Succession Planning, Employee Engagement, Change Management, Organizational Design, Strategy, Management, Consulting, Team Building, Strategic Planning, Sales Process, Management Consulting, Process Improvement, Start-ups, Business Strategy, Project Management, CRM, Salesforce.com, Staff Development, Career Development, Training & Development
Education
The George Washington University 1992 — 1996
MA, Human Resource Development
University of Delaware 1986 — 1990
BS, Adult Education (Deans Scholar individualized degree
Grant Moosha Grant Moosha's ICMA Retirement Corporation Experience May 1993 - October 1996
Job Sr. Manager, FP&A at TMobile
Industry Wireless
Experience
T-Mobile November 2012 - Present
N.E.W. Customer Service Companies, Inc (an Asurion Company) September 2007 - January 2012
N.E.W. Customer Service Companies, Inc April 2005 - September 2007
N.E.W. Customer Service Companies, Inc February 2002 - March 2005
America Online October 1996 - September 2001
ICMA Retirement Corporation May 1993 - October 1996
Skills
Business Strategy, Strategic Planning, Strategic Financial..., Strategic Thinking, Strategic Partnerships, Financial Modeling, Corporate Finance, Financial Analysis, Financial Reporting, Finance, Budget, Capital Budgeting, Operating Budgets, Budget Process, Budget Reconciliation, Budgetary Control, Budgetary..., New Product Ideas, New Product Validation, New Product..., Introducing New Products, Due Diligence, Mergers, Joint Ventures, Non-profits, Non-profit Volunteer, Non-profit Boards, Management, Change Management, Strategic Leadership, Thought Leadership, Cross-functional Team..., Compensation Structure..., Scorecard Management, Sustainability, Sustainable Business
Education
University of California, San Diego
Pursuing Certificate in Sustainable Business Practices
University of Maryland College Park
MBA, International Business
Virginia Polytechnic Institute and State University - Pamplin College of Business
B.S., Finance
T-Mobile November 2012 - Present
N.E.W. Customer Service Companies, Inc (an Asurion Company) September 2007 - January 2012
N.E.W. Customer Service Companies, Inc April 2005 - September 2007
N.E.W. Customer Service Companies, Inc February 2002 - March 2005
America Online October 1996 - September 2001
ICMA Retirement Corporation May 1993 - October 1996
Skills
Business Strategy, Strategic Planning, Strategic Financial..., Strategic Thinking, Strategic Partnerships, Financial Modeling, Corporate Finance, Financial Analysis, Financial Reporting, Finance, Budget, Capital Budgeting, Operating Budgets, Budget Process, Budget Reconciliation, Budgetary Control, Budgetary..., New Product Ideas, New Product Validation, New Product..., Introducing New Products, Due Diligence, Mergers, Joint Ventures, Non-profits, Non-profit Volunteer, Non-profit Boards, Management, Change Management, Strategic Leadership, Thought Leadership, Cross-functional Team..., Compensation Structure..., Scorecard Management, Sustainability, Sustainable Business
Education
University of California, San Diego
Pursuing Certificate in Sustainable Business Practices
University of Maryland College Park
MBA, International Business
Virginia Polytechnic Institute and State University - Pamplin College of Business
B.S., Finance
Julio Shaik Julio Shaik's ICMA Retirement Corporation Experience August 2001 - February 2007
Job Chief Investment Officer at Chesapeake Employers' Insurance Co.
Industry Investment Management
Experience
Chesapeake Employers' Insurance Company June 2011 - Present
Black Knight Asset Management, LLC February 2007 - June 2011
ICMA-Retirement Corporation August 2001 - February 2007
Washington Asset Management, Inc. August 2000 - August 2001
Inter-American Development Bank February 1998 - August 2000
Markowitz & McNaughton August 1997 - December 1997
Wedgewood Capital Management 1993 - 1996
Skills
Portfolio Management, Asset Allocation, Fixed Income, Investments, Risk Management
Education
The Johns Hopkins University - Carey Business School 1996 — 1999
Masters Of Science, Business - Finance
Virginia Military Institute 1987 — 1991
Bachelor of Science, Electrical Engineering
High School 1983 — 1987
H.S. Diploma
Chesapeake Employers' Insurance Company June 2011 - Present
Black Knight Asset Management, LLC February 2007 - June 2011
ICMA-Retirement Corporation August 2001 - February 2007
Washington Asset Management, Inc. August 2000 - August 2001
Inter-American Development Bank February 1998 - August 2000
Markowitz & McNaughton August 1997 - December 1997
Wedgewood Capital Management 1993 - 1996
Skills
Portfolio Management, Asset Allocation, Fixed Income, Investments, Risk Management
Education
The Johns Hopkins University - Carey Business School 1996 — 1999
Masters Of Science, Business - Finance
Virginia Military Institute 1987 — 1991
Bachelor of Science, Electrical Engineering
High School 1983 — 1987
H.S. Diploma
Patti Meessmann, SPHR/GPHR's ICMA Retirement Corporation Experience 1988 - 1993
Job Senior Director Corporate Compliance at Aon
Industry Consumer Services
Experience
Aon March 2012 - Present
Aon January 2011 - April 2012
Aon Hewitt 2003 - December 2010
Hewitt Associates 2002 - 2006
Hewitt Associates 1999 - 2002
Hewitt Associates 1995 - 1999
Hewitt Associates 1993 - 1995
ICMA Retirement Corporation 1988 - 1993
Community Consolidated School District 15, Palatine, IL 1984 - 1988
Skills
Employee Relations, Compliance, Global HR, Performance Management, Human Resources, Change Management, Leadership Development, Policy, Investigation, Project Management, Training Facilitation, Collaborative Problem..., Diversity, Affirmative Action..., Business Ethics, Personnel Management, Strategy, Leadership, Program Management, Benefits Administration, Talent Management, Organizational..., Workforce Planning, New Hire Orientations, SPHR, Management Development, Succession Planning
Education
State University of New York College at Buffalo
MS, Education
University of Illinois at Urbana-Champaign
BS, Human Resources and Family Ecology
Aon March 2012 - Present
Aon January 2011 - April 2012
Aon Hewitt 2003 - December 2010
Hewitt Associates 2002 - 2006
Hewitt Associates 1999 - 2002
Hewitt Associates 1995 - 1999
Hewitt Associates 1993 - 1995
ICMA Retirement Corporation 1988 - 1993
Community Consolidated School District 15, Palatine, IL 1984 - 1988
Skills
Employee Relations, Compliance, Global HR, Performance Management, Human Resources, Change Management, Leadership Development, Policy, Investigation, Project Management, Training Facilitation, Collaborative Problem..., Diversity, Affirmative Action..., Business Ethics, Personnel Management, Strategy, Leadership, Program Management, Benefits Administration, Talent Management, Organizational..., Workforce Planning, New Hire Orientations, SPHR, Management Development, Succession Planning
Education
State University of New York College at Buffalo
MS, Education
University of Illinois at Urbana-Champaign
BS, Human Resources and Family Ecology
Harriet Jacobs Harriet Jacobs's ICMA Retirement Corporation Experience January 1989 - August 1994
Job Vice President at ING
Industry Financial Services
Experience
ING Institutional Plan Services 2008 - Present
CitiStreet 2000 - 2008
State Street August 1994 - April 2000
ICMA Retirement Corporation January 1989 - August 1994
ICMA Retirement Corporation January 1987 - October 1989
Education
Pitzer College
BA, Psychology
University of Connecticut
MSW, Social Work
ING Institutional Plan Services 2008 - Present
CitiStreet 2000 - 2008
State Street August 1994 - April 2000
ICMA Retirement Corporation January 1989 - August 1994
ICMA Retirement Corporation January 1987 - October 1989
Education
Pitzer College
BA, Psychology
University of Connecticut
MSW, Social Work
Penny Desper Penny Desper's ICMA Retirement Corporation Experience 1991 - 1997
Job Financial Software and Business Process Improvement Consultant
Industry Computer Software
Experience
AccTech Consulting May 1997 - Present
ICMA Retirement Corporation 1991 - 1997
Marriott Corporation 1987 - 1991
Skills
Business Process, Project Planning, Great Plains Software, Management, Requirements Analysis, Business Analysis, Microsoft SQL Server, Microsoft Office..., Accounting, Microsoft Access, Microsoft Dynamics GP, Management Reporter 2012, Strategic Planning, Business Intelligence, Financial Reporting, Integration
Education
Radford University 1983 — 1987
BS, Accounting
AccTech Consulting May 1997 - Present
ICMA Retirement Corporation 1991 - 1997
Marriott Corporation 1987 - 1991
Skills
Business Process, Project Planning, Great Plains Software, Management, Requirements Analysis, Business Analysis, Microsoft SQL Server, Microsoft Office..., Accounting, Microsoft Access, Microsoft Dynamics GP, Management Reporter 2012, Strategic Planning, Business Intelligence, Financial Reporting, Integration
Education
Radford University 1983 — 1987
BS, Accounting
Thomas Applewhite Thomas Applewhite's ICMA Retirement Corporation Experience October 2001 - June 2003
Job Logistics Management Specalist at US Navy
Industry Military
Experience
US Navy May 2012 - Present
Health & Safety Institute December 2008 - September 2011
JSL Communications December 2003 - November 2008
ICMA Retirement Corporation October 2001 - June 2003
Brown & Company (now E-Trade) August 1999 - August 2001
Anchor Computer Distribution 1998 - 1999
Seafirst Investment Services 1997 - 1998
Merrill Lynch 1995 - 1997
Skills
Public Speaking, Leadership, Management, Team Leadership, New Business Development, Training, Account Management, Strategic Planning, Customer Service, Sales, Sales Management, Strategy, Selling, Start-ups, Sales Process, Business Development, Program Management, Team Building, CRM
Education
Anna Maria College 2013 — 2015
Master’s Degree, Public Administration
Eastern Washington University 1992 — 1995
Bachelor of Arts in Business, Finance
US Navy May 2012 - Present
Health & Safety Institute December 2008 - September 2011
JSL Communications December 2003 - November 2008
ICMA Retirement Corporation October 2001 - June 2003
Brown & Company (now E-Trade) August 1999 - August 2001
Anchor Computer Distribution 1998 - 1999
Seafirst Investment Services 1997 - 1998
Merrill Lynch 1995 - 1997
Skills
Public Speaking, Leadership, Management, Team Leadership, New Business Development, Training, Account Management, Strategic Planning, Customer Service, Sales, Sales Management, Strategy, Selling, Start-ups, Sales Process, Business Development, Program Management, Team Building, CRM
Education
Anna Maria College 2013 — 2015
Master’s Degree, Public Administration
Eastern Washington University 1992 — 1995
Bachelor of Arts in Business, Finance
Harriet Jacobs Harriet Jacobs's ICMA Retirement Corporation Experience 1989 - 1994
Job Regional Director of Sales at Great West Financial
Industry Financial Services
Experience
EMPOWER Retirement March 2012 - Present
ING July 2008 - March 2012
CitiStreet 2000 - 2008
State Street 1994 - 2000
ICMA Retirement Corporation 1989 - 1994
Skills
Deferred Compensation, Sales, Employee Benefits, Customer Service, Mutual Funds, Business Development, Retirement, Insurance, Financial Services, Relationship Management, Series 63, Retirement Planning, Government, Equities, Securities, Leadership, Team Building, Strategic Financial..., Strategic Planning, Series 6, Vendor Management, Pensions, Series 7, Financial Advisory, Fixed Annuities, Investments, Mergers & Acquisitions, Finance, Portfolio Management, Banking, Investment Advisory, Asset Allocation, CRM, Defined Contribution, Defined Benefit, Investment Strategies, 401k, Series 65, Financial Analysis, Asset Management, Risk Management, ERISA, Process Improvement, Alternative Investments, Wealth Management, Strategy, Series 24, Life Insurance, FINRA, Investment Management
Education
Pitzer College
BA, Psychology
University of Connecticut
MSW, Casework
EMPOWER Retirement March 2012 - Present
ING July 2008 - March 2012
CitiStreet 2000 - 2008
State Street 1994 - 2000
ICMA Retirement Corporation 1989 - 1994
Skills
Deferred Compensation, Sales, Employee Benefits, Customer Service, Mutual Funds, Business Development, Retirement, Insurance, Financial Services, Relationship Management, Series 63, Retirement Planning, Government, Equities, Securities, Leadership, Team Building, Strategic Financial..., Strategic Planning, Series 6, Vendor Management, Pensions, Series 7, Financial Advisory, Fixed Annuities, Investments, Mergers & Acquisitions, Finance, Portfolio Management, Banking, Investment Advisory, Asset Allocation, CRM, Defined Contribution, Defined Benefit, Investment Strategies, 401k, Series 65, Financial Analysis, Asset Management, Risk Management, ERISA, Process Improvement, Alternative Investments, Wealth Management, Strategy, Series 24, Life Insurance, FINRA, Investment Management
Education
Pitzer College
BA, Psychology
University of Connecticut
MSW, Casework
Karen Chong-Wulff, CFA, CAIA Karen Chong-Wulff, CFA, CAIA's ICMA Retirement Corporation Experience April 2011 - Present
Job at ICMA Retirement Corporation
Industry Investment Management
Experience
ICMA Retirement Corporation April 2011 - Present
ICMA Retirement Corporation July 2007 - April 2011
DuPont Capital Management November 1995 - June 2007
Morley Capital Management July 1986 - November 1995
Skills
Bonds, Investments, Portfolio Management, Management, Stable Value, Bloomberg, Financial Markets, Fixed Income, Banking, Financial Risk, Mutual Funds, Capital Markets, Leadership, Trading, Series 7, Financial Modeling, Asset Allocation, Asset Management, Series 63, Asset Managment, Investment Management
Education
Washington State University 1984 — 1986
MBA, Finance
National University of Singapore 1979 — 1981
BA, Accountancy
ICMA Retirement Corporation April 2011 - Present
ICMA Retirement Corporation July 2007 - April 2011
DuPont Capital Management November 1995 - June 2007
Morley Capital Management July 1986 - November 1995
Skills
Bonds, Investments, Portfolio Management, Management, Stable Value, Bloomberg, Financial Markets, Fixed Income, Banking, Financial Risk, Mutual Funds, Capital Markets, Leadership, Trading, Series 7, Financial Modeling, Asset Allocation, Asset Management, Series 63, Asset Managment, Investment Management
Education
Washington State University 1984 — 1986
MBA, Finance
National University of Singapore 1979 — 1981
BA, Accountancy
Erwin L. Staples's ICMA Retirement Corporation Experience January 2011 - Present
Job Retirement Plans Specialist at ICMA Retirement Corporation
Industry Financial Services
Experience
ICMA Retirement Corporation January 2011 - Present
Board of Trustees for Grande Prairie Public Library District April 2007 - April 2015
Fifth Third Bank October 2009 - January 2011
Mutual of Omaha March 2006 - October 2009
Humana 2005 - 2008
Bank One/J.P. Morgan Chase 2003 - 2005
Village of Hazel Crest Economic Development Commission April 2003 - September 2004
Waddell & Reed 2000 - 2003
Morningstar 1998 - 2000
Skills
Retirement Planning, Asset Allocation, Mutual Funds, IRA's, Roth IRA, IRA Rollovers, 457 Plans, 401k, Investments, Insurance, Personal Financial..., Retirement, Financial Services
Education
Illinois State University 1990 — 1995
Leo High School 1986 — 1990
ICMA Retirement Corporation January 2011 - Present
Board of Trustees for Grande Prairie Public Library District April 2007 - April 2015
Fifth Third Bank October 2009 - January 2011
Mutual of Omaha March 2006 - October 2009
Humana 2005 - 2008
Bank One/J.P. Morgan Chase 2003 - 2005
Village of Hazel Crest Economic Development Commission April 2003 - September 2004
Waddell & Reed 2000 - 2003
Morningstar 1998 - 2000
Skills
Retirement Planning, Asset Allocation, Mutual Funds, IRA's, Roth IRA, IRA Rollovers, 457 Plans, 401k, Investments, Insurance, Personal Financial..., Retirement, Financial Services
Education
Illinois State University 1990 — 1995
Leo High School 1986 — 1990
Brian C. Reinoehl's ICMA Retirement Corporation Experience 1995 - 1997
Job VP Business Development, SumaTech IT Solutions
Industry Computer Networking
Experience
SumaTech IT Solutions January 2002 - Present
Maden Technologies September 1998 - April 2002
Raytheon 1998 - 1999
ICMA Retirement Corporation 1995 - 1997
Skills
Web Development, Active Directory, Troubleshooting, SharePoint, Security, Networking, Strategic Planning, Security+, Cloud Computing, Sales Management, Computer Security, Network Security, Program Management, Strategic Partnerships, Integration
Education
University of Baltimore 1989 — 1993
Bachelor’s Degree, Business Administration and Management, General
SumaTech IT Solutions January 2002 - Present
Maden Technologies September 1998 - April 2002
Raytheon 1998 - 1999
ICMA Retirement Corporation 1995 - 1997
Skills
Web Development, Active Directory, Troubleshooting, SharePoint, Security, Networking, Strategic Planning, Security+, Cloud Computing, Sales Management, Computer Security, Network Security, Program Management, Strategic Partnerships, Integration
Education
University of Baltimore 1989 — 1993
Bachelor’s Degree, Business Administration and Management, General
Beau DeLisle's ICMA Retirement Corporation Experience May 2008 - August 2008
Job ManagerArtistMusician
Industry Retail
Experience
AXA Advisors June 2014 - May 2015
T. Rowe Price January 2013 - June 2014
P4 Healthcare August 2009 - January 2010
ICMA Retirement Corporation May 2008 - August 2008
Berliner Specialty Distributors May 2007 - August 2007
Skills
Management, Marketing, Training, Finance, Process Improvement, Coaching, Writing, Art, Sculpture, Operations Management, Sales Operations, Sales Management
Education
University of Maryland College Park 2005 — 2009
Bachelor of Science, International Business, 3.6
AXA Advisors June 2014 - May 2015
T. Rowe Price January 2013 - June 2014
P4 Healthcare August 2009 - January 2010
ICMA Retirement Corporation May 2008 - August 2008
Berliner Specialty Distributors May 2007 - August 2007
Skills
Management, Marketing, Training, Finance, Process Improvement, Coaching, Writing, Art, Sculpture, Operations Management, Sales Operations, Sales Management
Education
University of Maryland College Park 2005 — 2009
Bachelor of Science, International Business, 3.6
Gregory Prescott, CFA CTP's ICMA Retirement Corporation Experience March 1997 - April 2003
Job Program Manager, PCI Compliance at United States Postal Service
Industry Financial Services
Experience
United States Postal Service May 2013 - Present
United States Postal Service September 2012 - April 2013
United States Postal Service August 2011 - September 2012
United States Postal Service September 2009 - August 2011
United States Postal Service July 2010 - July 2011
AOL November 2006 - September 2008
United States Postal Service April 2003 - November 2006
ICMA Retirement Corporation March 1997 - April 2003
Crown Life Insurance Company March 1987 - March 1997
Skills
Financial Modeling, Cash Management, Financial Analysis, Investments, Cash Flow, Corporate Finance, Payments, Data Analysis, Treasury Management, Treasury, Parallel Parking, Analysis, PCI DSS, Capital Markets, PCI Standards, Microsoft Excel, Forecasting, Excel, Finance
Education
George Mason University
MBA
Florida State University
BS
United States Postal Service May 2013 - Present
United States Postal Service September 2012 - April 2013
United States Postal Service August 2011 - September 2012
United States Postal Service September 2009 - August 2011
United States Postal Service July 2010 - July 2011
AOL November 2006 - September 2008
United States Postal Service April 2003 - November 2006
ICMA Retirement Corporation March 1997 - April 2003
Crown Life Insurance Company March 1987 - March 1997
Skills
Financial Modeling, Cash Management, Financial Analysis, Investments, Cash Flow, Corporate Finance, Payments, Data Analysis, Treasury Management, Treasury, Parallel Parking, Analysis, PCI DSS, Capital Markets, PCI Standards, Microsoft Excel, Forecasting, Excel, Finance
Education
George Mason University
MBA
Florida State University
BS
Ray Lipsch Ray Lipsch's ICMA Retirement Corporation Experience February 2004 - April 2013
Job Consultant to City Governments
Industry Financial Services
Experience
Ray Lipsch Company, Inc. March 2013 - Present
ICMA Retirement Corporation February 2004 - April 2013
Ray Lipsch Company November 1988 - February 2004
Skills
Employee Benefits, Financial Services, Training, New Business Development, Retirement Planning, Retirement, Sales Management, Public Speaking, Health Insurance, Strategic Planning, Leadership, 401k, Selling, Marketing, Account Management, Management
Education
Chicago Theological Seminary 2013 — 2017
Master of Divinity (M.Div.), Masters in Divinity
The University of Chicago 2013 — 2017
Masters in Public Policy
California State University-Fullerton, Mihaylo College of Business and Economics 1982 — 1986
BA, Marketing/Sales Management
Ray Lipsch Company, Inc. March 2013 - Present
ICMA Retirement Corporation February 2004 - April 2013
Ray Lipsch Company November 1988 - February 2004
Skills
Employee Benefits, Financial Services, Training, New Business Development, Retirement Planning, Retirement, Sales Management, Public Speaking, Health Insurance, Strategic Planning, Leadership, 401k, Selling, Marketing, Account Management, Management
Education
Chicago Theological Seminary 2013 — 2017
Master of Divinity (M.Div.), Masters in Divinity
The University of Chicago 2013 — 2017
Masters in Public Policy
California State University-Fullerton, Mihaylo College of Business and Economics 1982 — 1986
BA, Marketing/Sales Management
Michelle Dallas, MBA Michelle Dallas, MBA's ICMA Retirement Corporation Experience November 2004 - October 2007
Job Business Analyst II at University of Maryland University College
Industry Information Technology and Services
Experience
University of Maryland University College September 2014 - Present
Inovalon March 2014 - September 2014
Dynaxys May 2013 - August 2013
ICMA-RC October 2007 - August 2012
ICMA Retirement Corporation November 2004 - October 2007
ICMA-RC January 2003 - November 2004
ICMA-RC November 2001 - January 2003
ICMA-RC August 2000 - October 2001
Allfirst Financial Center January 1998 - February 2000
Apple Discount Drugstore August 1996 - September 1997
Skills
Analysis, Mutual Funds, Program Management, Business Requirements, Investments, Project Management, Software Documentation, Softtware Testing, Mobile Applications..., Requirements Analysis, Requirements Gathering, Regression Testing, Business Process, CRM, Testing, Management, User Acceptance Testing, Business Analysis, Visio, SDLC, Databases, SharePoint, Business Process..., Software Development, Process Improvement, Project Portfolio..., Financial Services, Retirement, Retirement Planning, Information Technology, Agile Methodologies, Finance, System Administration, IT Strategy, Securities, 401k
Education
University of Maryland University College 2005 — 2007
MBA, Master of Business Administration
University of Maryland University College 2002 — 2005
Master of Science, Management Information Systems
Salisbury University - Perdue School of Business 1996 — 2000
Business Administration, Finance
University of Maryland University College September 2014 - Present
Inovalon March 2014 - September 2014
Dynaxys May 2013 - August 2013
ICMA-RC October 2007 - August 2012
ICMA Retirement Corporation November 2004 - October 2007
ICMA-RC January 2003 - November 2004
ICMA-RC November 2001 - January 2003
ICMA-RC August 2000 - October 2001
Allfirst Financial Center January 1998 - February 2000
Apple Discount Drugstore August 1996 - September 1997
Skills
Analysis, Mutual Funds, Program Management, Business Requirements, Investments, Project Management, Software Documentation, Softtware Testing, Mobile Applications..., Requirements Analysis, Requirements Gathering, Regression Testing, Business Process, CRM, Testing, Management, User Acceptance Testing, Business Analysis, Visio, SDLC, Databases, SharePoint, Business Process..., Software Development, Process Improvement, Project Portfolio..., Financial Services, Retirement, Retirement Planning, Information Technology, Agile Methodologies, Finance, System Administration, IT Strategy, Securities, 401k
Education
University of Maryland University College 2005 — 2007
MBA, Master of Business Administration
University of Maryland University College 2002 — 2005
Master of Science, Management Information Systems
Salisbury University - Perdue School of Business 1996 — 2000
Business Administration, Finance
Jessica Collison's ICMA Retirement Corporation Experience 1998 - 2000
Job Strategic Planner, Researcher, Facilitator
Industry Nonprofit Organization Management
Experience
SHRM 2006 - 2015
StartingBloc BLD '14 April 2014 - May 2014
SHRM August 2000 - March 2006
ICMA Retirement Corporation 1998 - 2000
Spiller & Reeves Research 1996 - 1998
Spiller & Reeves Research 1996 - 1998
Spiller & Reeves Research 1996 - 1998
Skills
Balanced Scorecard, Strategic Planning, Organizational..., Strategy, Performance Management, Change Management, Management Consulting, Executive Management, Leadership Development, Nonprofits, Business Planning, Program Management, Leadership, Analytics, Business Process..., Executive Coaching, Strategic Communications, Training, Organizational..., Human Resources, Team Building, Employee Relations, Research, Management, Data Analysis, Business Strategy, Program Development, Talent Management, Personnel Management, Employee Benefits, Project Management, Employee Engagement, Organizational Design, Public Speaking, Coaching
Education
The George Washington University 2001 — 2003
Graduate Certificate, Survey Design and Analysis
Florida International University 1990 — 1992
BA, Spanish
Manatee Community College 1988 — 1990
AA
SHRM 2006 - 2015
StartingBloc BLD '14 April 2014 - May 2014
SHRM August 2000 - March 2006
ICMA Retirement Corporation 1998 - 2000
Spiller & Reeves Research 1996 - 1998
Spiller & Reeves Research 1996 - 1998
Spiller & Reeves Research 1996 - 1998
Skills
Balanced Scorecard, Strategic Planning, Organizational..., Strategy, Performance Management, Change Management, Management Consulting, Executive Management, Leadership Development, Nonprofits, Business Planning, Program Management, Leadership, Analytics, Business Process..., Executive Coaching, Strategic Communications, Training, Organizational..., Human Resources, Team Building, Employee Relations, Research, Management, Data Analysis, Business Strategy, Program Development, Talent Management, Personnel Management, Employee Benefits, Project Management, Employee Engagement, Organizational Design, Public Speaking, Coaching
Education
The George Washington University 2001 — 2003
Graduate Certificate, Survey Design and Analysis
Florida International University 1990 — 1992
BA, Spanish
Manatee Community College 1988 — 1990
AA
Jacqueline Samuel Jacqueline Samuel's ICMA Retirement Corporation Experience May 2006 - August 2006
Job Associate at Huron Consulting Group
Industry Hospital & Health Care
Experience
Huron Consulting Group July 2012 - Present
Huron Consulting Group August 2011 - July 2012
Huron Consulting Group June 2007 - July 2009
ICMA Retirement Corporation May 2006 - August 2006
University Office of Health Education September 2004 - May 2006
Skills
Revenue Cycle, Hospitals, Financial Analysis, Project Management, Business Process..., Healthcare, Healthcare Information..., Data Analysis, Process Improvement, Strategic Planning, Performance Improvement, Public Health, Management Consulting, EHR, Healthcare Consulting, Policy, Program Management, Management, HIPAA, Healthcare Industry, Healthcare Management, EMR, Access, Managed Care, Epic Systems, Medicare, Medicaid
Education
Howard University 2002 — 2007
Bachelor of Science in Health Sciences, Health Management
Huron Consulting Group July 2012 - Present
Huron Consulting Group August 2011 - July 2012
Huron Consulting Group June 2007 - July 2009
ICMA Retirement Corporation May 2006 - August 2006
University Office of Health Education September 2004 - May 2006
Skills
Revenue Cycle, Hospitals, Financial Analysis, Project Management, Business Process..., Healthcare, Healthcare Information..., Data Analysis, Process Improvement, Strategic Planning, Performance Improvement, Public Health, Management Consulting, EHR, Healthcare Consulting, Policy, Program Management, Management, HIPAA, Healthcare Industry, Healthcare Management, EMR, Access, Managed Care, Epic Systems, Medicare, Medicaid
Education
Howard University 2002 — 2007
Bachelor of Science in Health Sciences, Health Management
Lewis E. Kelley's ICMA Retirement Corporation Experience April 1997 - December 1999
Job Entrepreneur
Industry Information Technology and Services
Experience
Rush Technologies, Inc. January 1998 - Present
Motir Services, Inc. January 2007 - March 2010
Foliofn January 1999 - December 2001
ICMA Retirement Corporation April 1997 - December 1999
Skills
Software Development, Requirements Analysis, Start-ups, Management, Entrepreneurship, Databases, Strategy, Project Management, Business Analysis, Business Strategy, Program Management, Cloud Computing, SQL, SDLC, Change Management, Project Planning, Vendor Management, Architecture, Analysis, Business Intelligence, Budgets, Infrastructure, Testing
Education
Harvard University 1999 — 2003
Rush Technologies, Inc. January 1998 - Present
Motir Services, Inc. January 2007 - March 2010
Foliofn January 1999 - December 2001
ICMA Retirement Corporation April 1997 - December 1999
Skills
Software Development, Requirements Analysis, Start-ups, Management, Entrepreneurship, Databases, Strategy, Project Management, Business Analysis, Business Strategy, Program Management, Cloud Computing, SQL, SDLC, Change Management, Project Planning, Vendor Management, Architecture, Analysis, Business Intelligence, Budgets, Infrastructure, Testing
Education
Harvard University 1999 — 2003
Gregory Pridgeon II, PHR, SHRM-CP, CHRS Gregory Pridgeon II, PHR, SHRM-CP, CHRS's ICMA Retirement Corporation Experience May 2006 - December 2008
Job Senior Consultant in HR Solutions & Benefit Design
Industry Human Resources
Experience
Eon Benefits December 2013 - Present
State of Georgia December 2012 - December 2013
Eon Benefits November 2011 - December 2012
Resurgens Risk Management January 2009 - October 2011
ICMA Retirement Corporation May 2006 - December 2008
Citi/ Travelers January 2004 - May 2006
American Express Financial Advisors 2002 - 2003
Skills
Employee Benefits, Human Resources, Health Insurance, Benefits Administration, Management, Insurance, Retirement, Risk Management, Strategic Planning, Training, Life Insurance, Employee Wellness..., 401k, Consulting
Education
Hampton University 1998 — 2002
B.S., Business Entrepreneurship
Paideia
Eon Benefits December 2013 - Present
State of Georgia December 2012 - December 2013
Eon Benefits November 2011 - December 2012
Resurgens Risk Management January 2009 - October 2011
ICMA Retirement Corporation May 2006 - December 2008
Citi/ Travelers January 2004 - May 2006
American Express Financial Advisors 2002 - 2003
Skills
Employee Benefits, Human Resources, Health Insurance, Benefits Administration, Management, Insurance, Retirement, Risk Management, Strategic Planning, Training, Life Insurance, Employee Wellness..., 401k, Consulting
Education
Hampton University 1998 — 2002
B.S., Business Entrepreneurship
Paideia
Victoria Esposito Victoria Esposito's ICMA Retirement Corporation Experience October 1997 - March 2002
Job Global Strategy and Governance at PayPal
Industry Financial Services
Experience
PayPal July 2013 - Present
FINRA March 2010 - November 2012
The Potomac School September 2008 - May 2009
ICMA Retirement Corporation October 1997 - March 2002
BDM International April 1996 - October 1997
Financial Industry Regulatory Authority December 1991 - April 1996
BB&T April 1990 - December 1991
Skills
Compliance, Analysis, Corporate Finance, Underwriting, Investor Relations, Customer Service, Technical Writing, Legal Research, Legal Writing, Team Leadership, Team-oriented, Mentoring, Training, Organization, Microsoft Excel, Microsoft Office, Internet, Requirement..., User Acceptance Testing, Securities Regulation, Management, Investments, Mergers & Acquisitions, Capital Markets, Due Diligence, Risk Management
Education
Radford University 1986 — 1990
BS, Economics
Langley High School 1982 — 1986
diploma
PayPal July 2013 - Present
FINRA March 2010 - November 2012
The Potomac School September 2008 - May 2009
ICMA Retirement Corporation October 1997 - March 2002
BDM International April 1996 - October 1997
Financial Industry Regulatory Authority December 1991 - April 1996
BB&T April 1990 - December 1991
Skills
Compliance, Analysis, Corporate Finance, Underwriting, Investor Relations, Customer Service, Technical Writing, Legal Research, Legal Writing, Team Leadership, Team-oriented, Mentoring, Training, Organization, Microsoft Excel, Microsoft Office, Internet, Requirement..., User Acceptance Testing, Securities Regulation, Management, Investments, Mergers & Acquisitions, Capital Markets, Due Diligence, Risk Management
Education
Radford University 1986 — 1990
BS, Economics
Langley High School 1982 — 1986
diploma
Deanna Johnson, APR, CEBS's ICMA Retirement Corporation Experience June 1992 - September 1997
Job
Industry Human Resources
Experience
American Benefits Council June 2007 - Present
American Benefits Council April 1998 - June 2007
Thompson Information Services™ September 1997 - April 1998
ICMA Retirement Corporation June 1992 - September 1997
Chrysler Museum of Art August 1989 - June 1992
Skills
Newsletters, Public Relations, Publications, Editing, Membership Relations, Employee Benefits, Publicity, Marketing
Education
Boston University 2005 — 2007
MS, Human Resource Management
University of Colorado Boulder 1983 — 1987
BS, News/Editorial Journalism
American Benefits Council June 2007 - Present
American Benefits Council April 1998 - June 2007
Thompson Information Services™ September 1997 - April 1998
ICMA Retirement Corporation June 1992 - September 1997
Chrysler Museum of Art August 1989 - June 1992
Skills
Newsletters, Public Relations, Publications, Editing, Membership Relations, Employee Benefits, Publicity, Marketing
Education
Boston University 2005 — 2007
MS, Human Resource Management
University of Colorado Boulder 1983 — 1987
BS, News/Editorial Journalism
Lee Blackwell's ICMA Retirement Corporation Experience July 2004 - August 2008
Job
Industry Utilities
Experience
Blackwell Hollinger & Company LLC July 2015 - Present
Lee Blackwell Consulting September 2008 - June 2015
ICMA Retirement Corporation July 2004 - August 2008
Group B Consulting January 2000 - June 2004
Cushman & Wakefield April 1998 - December 1999
The New York Times July 1992 - April 1998
Skills
Financial Reporting, Accounting, Financial Analysis, Due Diligence, Managerial Finance, Process Improvement, Cash Management, Internal Controls, Corporate Finance, GAAP, Private Equity, Budgets, Financial Modeling, Mergers, Sarbanes-Oxley Act, Business Planning, Strategy, Risk Management, Management, Mergers & Acquisitions, Management Consulting, Leadership, Executive Management, Finance, Valuation, Auditing, Internal Audit, Asset Management, Training, SEC filings, Business Process..., Strategic Financial..., Financial Services, Investments, Enterprise Risk..., Analysis, Forecasting, US GAAP, Financial Risk, Project Planning, Sarbanes-Oxley, Revenue Recognition, Corporate Governance, Cash Flow, Capital Markets, Restructuring, Venture Capital, Hedge Funds, Investment Banking, Portfolio Management
Education
The University of Chicago - Booth School of Business 1988 — 1990
MBA, Finance & International Business
Illinois State University 1979 — 1983
BS, Accounting
Blackwell Hollinger & Company LLC July 2015 - Present
Lee Blackwell Consulting September 2008 - June 2015
ICMA Retirement Corporation July 2004 - August 2008
Group B Consulting January 2000 - June 2004
Cushman & Wakefield April 1998 - December 1999
The New York Times July 1992 - April 1998
Skills
Financial Reporting, Accounting, Financial Analysis, Due Diligence, Managerial Finance, Process Improvement, Cash Management, Internal Controls, Corporate Finance, GAAP, Private Equity, Budgets, Financial Modeling, Mergers, Sarbanes-Oxley Act, Business Planning, Strategy, Risk Management, Management, Mergers & Acquisitions, Management Consulting, Leadership, Executive Management, Finance, Valuation, Auditing, Internal Audit, Asset Management, Training, SEC filings, Business Process..., Strategic Financial..., Financial Services, Investments, Enterprise Risk..., Analysis, Forecasting, US GAAP, Financial Risk, Project Planning, Sarbanes-Oxley, Revenue Recognition, Corporate Governance, Cash Flow, Capital Markets, Restructuring, Venture Capital, Hedge Funds, Investment Banking, Portfolio Management
Education
The University of Chicago - Booth School of Business 1988 — 1990
MBA, Finance & International Business
Illinois State University 1979 — 1983
BS, Accounting
Jim Keeney's ICMA Retirement Corporation Experience November 2000 - May 2009
Job Principal Consultant, FitterWeb Consulting
Industry Financial Services
Experience
FitterWeb consulting April 2011 - Present
NavigationArts July 2011 - July 2013
Industrial Medium Software, Inc. May 2009 - April 2011
ICMA Retirement Corporation November 2000 - May 2009
Edison Electric Institute 1993 - 1997
Skills
XML, Agile, Web Design, Social Media Marketing, CMS, Crisis Management, Marketing, New Business Development, Xquery, Marketing Communications, Strategic planning, Management Consulting, Technology, Technology Management, Web Development, Web Services, Analytics, Google Analytics, Google Adwords, Strategic Planning, Agile Methodologies, Business Development, Social Media, Business Intelligence, User Experience, Consulting, Strategy, E-commerce, Web Marketing, Content Management, XQuery, Information Architecture, CRM, Content Strategy, Web Content Management, Email Marketing, Digital Strategy, Digital Marketing, SEO, Web Strategy, Mobile Applications, Online Marketing, Website Development, Web Project Management, User Interface Design, Project Management, Web Analytics, Web 2.0, Usability Testing, Usability
Education
Marymount University 1993 — 1996
MS, Mangement for Organizational Effectiveness
The University of Chicago 1980 — 1985
BA, English Language and Literature
FitterWeb consulting April 2011 - Present
NavigationArts July 2011 - July 2013
Industrial Medium Software, Inc. May 2009 - April 2011
ICMA Retirement Corporation November 2000 - May 2009
Edison Electric Institute 1993 - 1997
Skills
XML, Agile, Web Design, Social Media Marketing, CMS, Crisis Management, Marketing, New Business Development, Xquery, Marketing Communications, Strategic planning, Management Consulting, Technology, Technology Management, Web Development, Web Services, Analytics, Google Analytics, Google Adwords, Strategic Planning, Agile Methodologies, Business Development, Social Media, Business Intelligence, User Experience, Consulting, Strategy, E-commerce, Web Marketing, Content Management, XQuery, Information Architecture, CRM, Content Strategy, Web Content Management, Email Marketing, Digital Strategy, Digital Marketing, SEO, Web Strategy, Mobile Applications, Online Marketing, Website Development, Web Project Management, User Interface Design, Project Management, Web Analytics, Web 2.0, Usability Testing, Usability
Education
Marymount University 1993 — 1996
MS, Mangement for Organizational Effectiveness
The University of Chicago 1980 — 1985
BA, English Language and Literature
Lawrence Chomicki, PMP's ICMA Retirement Corporation Experience December 2004 - June 2009
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
Natika White's ICMA Retirement Corporation Experience July 2006 - Present
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
Mike Yuhas's ICMA Retirement Corporation Experience November 1992 - July 1994
Job VP Fund Administration and Fund Controller at Calvert Investments
Industry Investment Management
Experience
Calvert Investments July 1994 - Present
ICMA Retirement Corporation November 1992 - July 1994
Calvert Group November 1987 - November 1992
Skills
Investment Advisers Act, Investment Company Act, Securities, Sarbanes-Oxley Act, Fund Administration, Equities, Accounting, Mutual Funds, Financial Accounting, SEC filings, Investments, Portfolio Management, Hedge Funds, Asset Management, Fund Accounting, SEC Filings, Financial Services, Fixed Income
Education
Duquesne University 1979 — 1983
BS, Accounting
Calvert Investments July 1994 - Present
ICMA Retirement Corporation November 1992 - July 1994
Calvert Group November 1987 - November 1992
Skills
Investment Advisers Act, Investment Company Act, Securities, Sarbanes-Oxley Act, Fund Administration, Equities, Accounting, Mutual Funds, Financial Accounting, SEC filings, Investments, Portfolio Management, Hedge Funds, Asset Management, Fund Accounting, SEC Filings, Financial Services, Fixed Income
Education
Duquesne University 1979 — 1983
BS, Accounting
Jacquelyn Boozer's ICMA Retirement Corporation Experience November 1992 - May 1998
Job Systems Accountant and Data Management Professional
Industry Financial Services
Experience
GSA September 2009 - Present
Fannie Mae October 2006 - January 2009
Fannie Mae 2000 - 2006
Fannie Mae 1998 - 2000
ICMA Retirement Corporation November 1992 - May 1998
ICMA Retirement Corporation June 1990 - November 1992
Perpetual Savings Bank 1985 - 1990
Skills
Internal Controls, Managerial Finance, Accounting, SDLC, Visio, Strategic Planning, Finance, Business Analysis, Business Process..., Analysis, Program Management, Data Management, Risk Management, Governance, Process Improvement, Access, Business Process, Data Analysis
Education
Morgan State University
B.S., Education
University of Maryland University College
Accounting
GSA September 2009 - Present
Fannie Mae October 2006 - January 2009
Fannie Mae 2000 - 2006
Fannie Mae 1998 - 2000
ICMA Retirement Corporation November 1992 - May 1998
ICMA Retirement Corporation June 1990 - November 1992
Perpetual Savings Bank 1985 - 1990
Skills
Internal Controls, Managerial Finance, Accounting, SDLC, Visio, Strategic Planning, Finance, Business Analysis, Business Process..., Analysis, Program Management, Data Management, Risk Management, Governance, Process Improvement, Access, Business Process, Data Analysis
Education
Morgan State University
B.S., Education
University of Maryland University College
Accounting
Adrian Altura, CFA ,CAIA's ICMA Retirement Corporation Experience 1999 - 2000
Job Investment Officer at Johns Hopkins University
Industry Higher Education
Experience
Johns Hopkins University MemberBALPA2005 - 2010
Rydex 2000 - 2001
ICMA Retirement Corporation 1999 - 2000
Education
Thunderbird School of Global Management 1994 — 1995
MBA, Finance
Johns Hopkins University MemberBALPA2005 - 2010
Rydex 2000 - 2001
ICMA Retirement Corporation 1999 - 2000
Education
Thunderbird School of Global Management 1994 — 1995
MBA, Finance
Erica McFarquhar's ICMA Retirement Corporation Experience 2011 - Present
Job Senior Counsel, ICMA Retirement Corporation
Industry Law Practice
Experience
ICMA Retirement Corporation 2011 - Present
UBS Financial Services 2006 - 2010
Latham & Watkins 1997 - 2006
Skills
Litigation, Securities, Commercial Litigation, Negotiation, Analysis, Private Equity, Courts, Licensing, Corporate Governance, Corporate Law, Policy, Accounting, Mutual Funds, Employee Benefits, Government, Legal Writing, Securities Regulation, Program Management, Public Speaking, ERISA, FINRA, Intellectual Property, Legal Research, Mergers & Acquisitions, Contract Negotiation, Due Diligence
Education
Princeton University
A.B.
University of San Diego School of Law
J.D.
ICMA Retirement Corporation 2011 - Present
UBS Financial Services 2006 - 2010
Latham & Watkins 1997 - 2006
Skills
Litigation, Securities, Commercial Litigation, Negotiation, Analysis, Private Equity, Courts, Licensing, Corporate Governance, Corporate Law, Policy, Accounting, Mutual Funds, Employee Benefits, Government, Legal Writing, Securities Regulation, Program Management, Public Speaking, ERISA, FINRA, Intellectual Property, Legal Research, Mergers & Acquisitions, Contract Negotiation, Due Diligence
Education
Princeton University
A.B.
University of San Diego School of Law
J.D.
Carol Ann Hilton's ICMA Retirement Corporation Experience August 2008 - Present
Job Financial and Professional Services Marketing
Industry Marketing and Advertising
Experience
ICMA Retirement Corporation August 2008 - Present
Bowhead Technical and Professional Services August 2005 - August 2008
Vigilant Services Corporation August 2004 - August 2005
PricewaterhouseCoopers November 2000 - July 2004
Deloitte September 1999 - October 2000
Skills
Proposal Writing, Project Management, Business Development, Program Management, Cross-functional Team..., Collateral, Leadership, Marketing, Strategic Planning, Marketing Communications, Fundraising, Analysis, CRM, Strategy, Marketing Strategy, Marketing Management, Management
Education
Georgetown University 2013 — 2014
Certificate Program, Marketing
Vanderbilt University 1986 — 1987
M.Ed., Institutional Advancement
The University of New Mexico 1980 — 1980
Linguistic Society of America
The College of William and Mary 1975 — 1980
Bachelor of Arts, Interdisciplinary Study, High Honors
ICMA Retirement Corporation August 2008 - Present
Bowhead Technical and Professional Services August 2005 - August 2008
Vigilant Services Corporation August 2004 - August 2005
PricewaterhouseCoopers November 2000 - July 2004
Deloitte September 1999 - October 2000
Skills
Proposal Writing, Project Management, Business Development, Program Management, Cross-functional Team..., Collateral, Leadership, Marketing, Strategic Planning, Marketing Communications, Fundraising, Analysis, CRM, Strategy, Marketing Strategy, Marketing Management, Management
Education
Georgetown University 2013 — 2014
Certificate Program, Marketing
Vanderbilt University 1986 — 1987
M.Ed., Institutional Advancement
The University of New Mexico 1980 — 1980
Linguistic Society of America
The College of William and Mary 1975 — 1980
Bachelor of Arts, Interdisciplinary Study, High Honors
Sumita Ashrafi's ICMA Retirement Corporation Experience August 2008 - April 2009
Job Director & Assistant General Counsel at Capital One
Industry Capital Markets
Experience
Capital One April 2012 - Present
Oyster Consulting, LLC September 2009 - March 2012
ICMA-Retirement Corporation August 2008 - April 2009
Wachovia Securities June 2005 - July 2008
TD WATERHOUSE INVESTOR SERVICES, INC. 2001 - 2003
Laderburg Thallman 2000 - 2001
NASD Regulation 1997 - 2001
Skills
Series 7, FINRA, Equities, Securities, Series 63, Mutual Funds, Securities Regulation, Capital Markets, AML, Investment Advisory, Hedge Funds, Series 24, Trading, Asset Management, Equity Trading, Fixed Income, Trusts, Anti Money Laundering
Education
West Virginia University College of Law 1989 — 1992
Juris Doctor
Boston College 1984 — 1988
Bachelor of Arts (B.A.), Political Science
West Virginia University College of Law
Juris Doctor
Capital One April 2012 - Present
Oyster Consulting, LLC September 2009 - March 2012
ICMA-Retirement Corporation August 2008 - April 2009
Wachovia Securities June 2005 - July 2008
TD WATERHOUSE INVESTOR SERVICES, INC. 2001 - 2003
Laderburg Thallman 2000 - 2001
NASD Regulation 1997 - 2001
Skills
Series 7, FINRA, Equities, Securities, Series 63, Mutual Funds, Securities Regulation, Capital Markets, AML, Investment Advisory, Hedge Funds, Series 24, Trading, Asset Management, Equity Trading, Fixed Income, Trusts, Anti Money Laundering
Education
West Virginia University College of Law 1989 — 1992
Juris Doctor
Boston College 1984 — 1988
Bachelor of Arts (B.A.), Political Science
West Virginia University College of Law
Juris Doctor
Jackie Fabitore-Matheny's ICMA Retirement Corporation Experience January 2004 - January 2007
Job Senior Director, Head of Strategic Partnerships at AXA US
Industry Financial Services
Experience
AXA US April 2015 - Present
Legal Resources July 2013 - April 2015
VALIC October 2007 - May 2013
ICMA-RETIREMENT CORPORATION January 2004 - January 2007
EducatorsMoney/Great West Life & Annuity January 2001 - January 2003
Nationwide Retirement Solutions, Nationwide Financial Services, INC January 1998 - January 2001
MetLife Resources, Metropolitan Life Insurance Company January 1990 - January 1998
United Resources, Inc January 1986 - January 1989
Skills
Strategic Planning, Retirement, Pensions, Mutual Funds, Investments, Employee Benefits, Fixed Annuities, Retirement Planning, Relationship Management, Series 63, Defined Benefit, Series 6, Series 65, Life Insurance, Professional..., Sales, Sales Management, 403b, 457 Plans, 401a, 401k, Financial Advisory, Business Planning, Leadership, Management, Strategy, Defined Contribution, CRM, Asset Allocation, Wealth Management, FINRA, Insurance, Business Development, Securities, Variable Annuities, 403 b
Education
Empire State College
Bachelor of Science (BS), Education/Psychology
Pacific Oaks College
Masters Study, Human Development; Education/Psychology
AXA US April 2015 - Present
Legal Resources July 2013 - April 2015
VALIC October 2007 - May 2013
ICMA-RETIREMENT CORPORATION January 2004 - January 2007
EducatorsMoney/Great West Life & Annuity January 2001 - January 2003
Nationwide Retirement Solutions, Nationwide Financial Services, INC January 1998 - January 2001
MetLife Resources, Metropolitan Life Insurance Company January 1990 - January 1998
United Resources, Inc January 1986 - January 1989
Skills
Strategic Planning, Retirement, Pensions, Mutual Funds, Investments, Employee Benefits, Fixed Annuities, Retirement Planning, Relationship Management, Series 63, Defined Benefit, Series 6, Series 65, Life Insurance, Professional..., Sales, Sales Management, 403b, 457 Plans, 401a, 401k, Financial Advisory, Business Planning, Leadership, Management, Strategy, Defined Contribution, CRM, Asset Allocation, Wealth Management, FINRA, Insurance, Business Development, Securities, Variable Annuities, 403 b
Education
Empire State College
Bachelor of Science (BS), Education/Psychology
Pacific Oaks College
Masters Study, Human Development; Education/Psychology
Terry-Ann Gardemal's ICMA Retirement Corporation Experience June 1994 - January 1997
Job Senior Vice President at BB&T Wealth
Industry Financial Services
Experience
BB&T Wealth April 2011 - Present
Potomac Financial Management June 2007 - March 2011
The Washington Group August 1998 - March 2007
Beers + Cutler January 1999 - July 1999
Alexandria Financial Assoc February 1997 - December 1998
ICMA Retirement Corporation June 1994 - January 1997
NASD January 1992 - May 1994
Skills
Retirement Planning, Estate Planning, Wealth Management, Strategic Financial..., Investments, Financial Services, Series 7, FINRA, Asset Management, Employee Benefits, Finance, Insurance, Financial Advisory, Personal Finance, Personal Financial..., Qualified Retirement..., Asset Allocation, Certified Financial..., Risk Management, Investment Management, Wealth Management..., High Net Worth..., Financial Planning
Education
University of Cape Town 1984 — 1987
econ honors, economics, accounting
BB&T Wealth April 2011 - Present
Potomac Financial Management June 2007 - March 2011
The Washington Group August 1998 - March 2007
Beers + Cutler January 1999 - July 1999
Alexandria Financial Assoc February 1997 - December 1998
ICMA Retirement Corporation June 1994 - January 1997
NASD January 1992 - May 1994
Skills
Retirement Planning, Estate Planning, Wealth Management, Strategic Financial..., Investments, Financial Services, Series 7, FINRA, Asset Management, Employee Benefits, Finance, Insurance, Financial Advisory, Personal Finance, Personal Financial..., Qualified Retirement..., Asset Allocation, Certified Financial..., Risk Management, Investment Management, Wealth Management..., High Net Worth..., Financial Planning
Education
University of Cape Town 1984 — 1987
econ honors, economics, accounting
James Ashcroft-CEBS,CFP(R)'s ICMA Retirement Corporation Experience 1992 - 1997
Job PPACAIn Person Counselor/Navigator
Industry Human Resources
Experience
Charitable Orgs. 2008 - Present
DuPage County Health Department 2014 - 2015
AIM-CIL 2013 - 2014
Legacy Financial Services 2011 - 2013
Datair Employee Benefit Systems, Inc 2001 - 2008
Joseph/Anthony and Associates 1999 - 2000
Chicago Trust Co. 1997 - 1998
ICMA Retirement Corporation 1992 - 1997
Skills
Employee Benefits, ERISA, 401k, Defined Contribution, Regulatory Requirements, Retirement Planning, Pensions, CRM, Certified Financial..., Affordable Care Act, Health Insurance, Client Relations Skills, Vendor Management, Account Acquisitions, Account Retention, Private Sector, Public Sector, Government Reporting, Investment Portfolio..., Asset Allocation, Personal Financial..., Financial Ed, Wealth Preservation..., Oral & Written..., Defined Contribution..., Income Protection, IRAs, 457 Plans, Consulting, Health & Welfare..., Annuities, Mutual, Investment Strategies, Consultative Sales..., Investment Selection, Healthcare Reform, Public and Private..., Volunteering
Education
College for Financial Planning
CFP(R)-Personal Financial Planning
Health Insurance Marketplace-Indep Study
Certificate of Completion-In Person Assistance Pers. Curriculum, Patient Protection and Affordable Care Act-Health Ins
Illinois State University
B.S, Psychology/Business Admin
University of Pennsylvania - The Wharton School
CEBS-Employee Benefits
Charitable Orgs. 2008 - Present
DuPage County Health Department 2014 - 2015
AIM-CIL 2013 - 2014
Legacy Financial Services 2011 - 2013
Datair Employee Benefit Systems, Inc 2001 - 2008
Joseph/Anthony and Associates 1999 - 2000
Chicago Trust Co. 1997 - 1998
ICMA Retirement Corporation 1992 - 1997
Skills
Employee Benefits, ERISA, 401k, Defined Contribution, Regulatory Requirements, Retirement Planning, Pensions, CRM, Certified Financial..., Affordable Care Act, Health Insurance, Client Relations Skills, Vendor Management, Account Acquisitions, Account Retention, Private Sector, Public Sector, Government Reporting, Investment Portfolio..., Asset Allocation, Personal Financial..., Financial Ed, Wealth Preservation..., Oral & Written..., Defined Contribution..., Income Protection, IRAs, 457 Plans, Consulting, Health & Welfare..., Annuities, Mutual, Investment Strategies, Consultative Sales..., Investment Selection, Healthcare Reform, Public and Private..., Volunteering
Education
College for Financial Planning
CFP(R)-Personal Financial Planning
Health Insurance Marketplace-Indep Study
Certificate of Completion-In Person Assistance Pers. Curriculum, Patient Protection and Affordable Care Act-Health Ins
Illinois State University
B.S, Psychology/Business Admin
University of Pennsylvania - The Wharton School
CEBS-Employee Benefits
Megan (Horton) Miller's ICMA Retirement Corporation Experience August 2006 - March 2007
Job Tax Manager at Crowell & Moring LLP
Industry Accounting
Experience
Crowell & Moring LLP October 2010 - Present
CACI International Inc May 2008 - October 2010
AES April 2007 - May 2008
ICMA Retirement Corporation August 2006 - March 2007
Reznick Group August 2003 - July 2006
Arthur Andersen/Ernst & Young January 2002 - August 2003
Skills
Financial Reporting, Tax, Financial Analysis, Sarbanes-Oxley Act, GAAP, SEC filings, Income Tax, Corporate Tax, Tax Accounting, International Tax, Tax Preparation, Microsoft Excel, Due Diligence, Budgets
Education
James Madison University 1997 — 2001
BBA, Accounting/Russian
James Madison University 1997 — 2001
Bachelor of Business Administration (B.B.A.), Accounting
Crowell & Moring LLP October 2010 - Present
CACI International Inc May 2008 - October 2010
AES April 2007 - May 2008
ICMA Retirement Corporation August 2006 - March 2007
Reznick Group August 2003 - July 2006
Arthur Andersen/Ernst & Young January 2002 - August 2003
Skills
Financial Reporting, Tax, Financial Analysis, Sarbanes-Oxley Act, GAAP, SEC filings, Income Tax, Corporate Tax, Tax Accounting, International Tax, Tax Preparation, Microsoft Excel, Due Diligence, Budgets
Education
James Madison University 1997 — 2001
BBA, Accounting/Russian
James Madison University 1997 — 2001
Bachelor of Business Administration (B.B.A.), Accounting
Jason Okera Keene's ICMA Retirement Corporation Experience August 2007 - April 2011
Job Jason Okera Keene Esq.
Industry Legal Services
Experience
Jason Okera Keene Esq. November 2010 - Present
3D Printing Industry 2015 - 2015
ICMA Retirement Corporation August 2007 - April 2011
Groom Law Group 2001 - 2005
Skadden Arps 1999 - 2001
Skills
Legal Research, Intellectual Property, Legal Writing, Commercial Litigation, Corporate Governance, Licensing, Corporate Law, Employment Law, ERISA, Civil Litigation, Trademarks, Due Diligence, Contract Negotiation, Legal Advice
Education
New York University School of Law 1996 — 1999
Juris Doctor, Law
University of Maryland College Park 1991 — 1995
b.a., journalism
Crossland High School 1985 — 1989
Jason Okera Keene Esq. November 2010 - Present
3D Printing Industry 2015 - 2015
ICMA Retirement Corporation August 2007 - April 2011
Groom Law Group 2001 - 2005
Skadden Arps 1999 - 2001
Skills
Legal Research, Intellectual Property, Legal Writing, Commercial Litigation, Corporate Governance, Licensing, Corporate Law, Employment Law, ERISA, Civil Litigation, Trademarks, Due Diligence, Contract Negotiation, Legal Advice
Education
New York University School of Law 1996 — 1999
Juris Doctor, Law
University of Maryland College Park 1991 — 1995
b.a., journalism
Crossland High School 1985 — 1989
Lindsey Barnhart's ICMA Retirement Corporation Experience February 2008 - August 2010
Job Judicial Clerk at U.S. District Court for the Northern District of California
Industry Law Practice
Experience
U.S. District Court for the Northern District of California January 2015 - Present
Covington & Burling October 2013 - January 2015
Ivins, Phillips & Barker August 2012 - September 2012
Covington & Burling June 2012 - August 2012
Gibson, Dunn & Crutcher LLP June 2011 - August 2011
ICMA Retirement Corporation February 2008 - August 2010
Lincoln Financial Group August 2006 - February 2008
Skills
Public Speaking, Financial Modeling, Due Diligence, Securities, Research, Investments, Equities, Public Policy, Finance, Valuation, Economics, Hedge Funds, Asset Management, Bloomberg, Financial Analysis, Legal Research, Legal Writing
Education
Stanford University Law School 2010 — 2013
JD
Northwestern University 2002 — 2006
B.A., Economics, History
U.S. District Court for the Northern District of California January 2015 - Present
Covington & Burling October 2013 - January 2015
Ivins, Phillips & Barker August 2012 - September 2012
Covington & Burling June 2012 - August 2012
Gibson, Dunn & Crutcher LLP June 2011 - August 2011
ICMA Retirement Corporation February 2008 - August 2010
Lincoln Financial Group August 2006 - February 2008
Skills
Public Speaking, Financial Modeling, Due Diligence, Securities, Research, Investments, Equities, Public Policy, Finance, Valuation, Economics, Hedge Funds, Asset Management, Bloomberg, Financial Analysis, Legal Research, Legal Writing
Education
Stanford University Law School 2010 — 2013
JD
Northwestern University 2002 — 2006
B.A., Economics, History
Gary W. Green, CFA's ICMA Retirement Corporation Experience May 2001 - February 2006
Job Director of Investing at Cambridge Associates
Industry Investment Management
Experience
Cambridge Associates March 2014 - Present
Pennsylvania State Employees Retirement System May 2011 - March 2014
The National Railroad Retirement Investment Trust May 2007 - November 2009
Clark Enterprises, Inc. February 2006 - May 2007
ICMA - Retirement Corporation May 2001 - February 2006
T. Rowe Price Associates, Inc. July 1997 - May 2001
Skills
Asset Allocation, Portfolio Management, Investments, Bloomberg, Risk Management, Capital Markets, Due Diligence, Equities, Mutual Funds, Investment Management, Strategic Planning, Strategy, Team Leadership, Board Relations, Asset Management, Fixed Income, Investment Strategies, Process Engineering, Board of Directors..., Hedge Funds, Alternative Investments
Education
West Texas A&M University 1987 — 1989
Bachelor, Business Administration; Finance
Northwestern University
Northwood HS
Cambridge Associates March 2014 - Present
Pennsylvania State Employees Retirement System May 2011 - March 2014
The National Railroad Retirement Investment Trust May 2007 - November 2009
Clark Enterprises, Inc. February 2006 - May 2007
ICMA - Retirement Corporation May 2001 - February 2006
T. Rowe Price Associates, Inc. July 1997 - May 2001
Skills
Asset Allocation, Portfolio Management, Investments, Bloomberg, Risk Management, Capital Markets, Due Diligence, Equities, Mutual Funds, Investment Management, Strategic Planning, Strategy, Team Leadership, Board Relations, Asset Management, Fixed Income, Investment Strategies, Process Engineering, Board of Directors..., Hedge Funds, Alternative Investments
Education
West Texas A&M University 1987 — 1989
Bachelor, Business Administration; Finance
Northwestern University
Northwood HS
Jayne Everett's ICMA Retirement Corporation Experience March 2004 - Present
Job Mutual Fund Accountant at ICMA Retirement Corporation
Industry Accounting
Experience
ICMA Retirement Corporation March 2004 - Present
ICMA-RC 2004 - Present
Skills
Accounting, Microsoft Office, Mutual Funds
Education
Saint Augustine’s University 1980 — 1984
Bachelor of Business Administration (B.B.A.)aa, Accounting and Finance
ICMA Retirement Corporation March 2004 - Present
ICMA-RC 2004 - Present
Skills
Accounting, Microsoft Office, Mutual Funds
Education
Saint Augustine’s University 1980 — 1984
Bachelor of Business Administration (B.B.A.)aa, Accounting and Finance
Marlene Hoskins's ICMA Retirement Corporation Experience 1996 - Present
Job Director, Corporate Research at ICMA Retirement Corporation
Industry Financial Services
Experience
ICMA Retirement Corporation 1996 - Present
ICMA-RC 1996 - Present
Signet Bank 1991 - 1993
Drexel Burnham Lambert 1981 - 1992
Skills
Program Management, Project Management, Investments, Analysis, Financial Services, Corporate Research, Portfolio Management
Education
Georgetown University 1991 — 1993
M.A., Demography
University at Albany, SUNY 1977 — 1981
BA, Psychology
ICMA Retirement Corporation 1996 - Present
ICMA-RC 1996 - Present
Signet Bank 1991 - 1993
Drexel Burnham Lambert 1981 - 1992
Skills
Program Management, Project Management, Investments, Analysis, Financial Services, Corporate Research, Portfolio Management
Education
Georgetown University 1991 — 1993
M.A., Demography
University at Albany, SUNY 1977 — 1981
BA, Psychology
Sean Barry ROLLINS's ICMA Retirement Corporation Experience June 2006 - May 2015
Job Technical Site Lead (CMG/IPG)
Industry Information Technology and Services
Experience
Constituency Management Group (CMG) at IPG May 2015 - Present
ICMA Retirement Corporation June 2006 - May 2015
Skills
Hardware, System Deployment, Troubleshooting, Training, Testing, Technical Support, Project Management, Security, Process Improvement, Business Continuity, Disaster Recovery, Leadership, User Acceptance Testing, Management, Software Documentation, ITIL, IT Management, SharePoint, System Administration, Vendor Management, Strategic Planning
Education
The University of New Mexico 1995 — 1999
Bachelor's Degree, Social Sciences
Constituency Management Group (CMG) at IPG May 2015 - Present
ICMA Retirement Corporation June 2006 - May 2015
Skills
Hardware, System Deployment, Troubleshooting, Training, Testing, Technical Support, Project Management, Security, Process Improvement, Business Continuity, Disaster Recovery, Leadership, User Acceptance Testing, Management, Software Documentation, ITIL, IT Management, SharePoint, System Administration, Vendor Management, Strategic Planning
Education
The University of New Mexico 1995 — 1999
Bachelor's Degree, Social Sciences
Chuck King, SPHR, MBA, MPA's ICMA Retirement Corporation Experience 1990 - 1995
Job Employee Relations Specialist at CRMC
Industry Hospital & Health Care
Experience
Cherokee Services Group/ ITX August 2009 - March 2011
CRMC November 2006 - August 2009
Denver Health and Hospital Authority May 2000 - October 2006
ICMA Retirement Corporation 1990 - 1995
Skills
Conflict Resolution, Talent Acquisition, Benefits, Organizational..., Organizational Change, HR Strategy, Onboarding, Executive Coaching, Healthcare, HR Policies, Labor Relations, Compensation, Employee Relations, FMLA, Compliance, Leadership Development, Employee Engagement, Interviewing, Employment Law, Policy, Administration, Talent Management, Coaching, Performance Management, Interviews, Recruiting, Deferred Compensation, Program Management, Employee Benefits, Applicant Tracking..., Leadership, New Hire Orientations, Benefits Administration, Training, Employee Training, Management, Personnel Management, Change Management, Succession Planning, Payroll, Workforce Planning, HRIS, Organizational..., Hiring
Education
Regis University 1987 — 1999
MBA, Finance and Accounting
Cherokee Services Group/ ITX August 2009 - March 2011
CRMC November 2006 - August 2009
Denver Health and Hospital Authority May 2000 - October 2006
ICMA Retirement Corporation 1990 - 1995
Skills
Conflict Resolution, Talent Acquisition, Benefits, Organizational..., Organizational Change, HR Strategy, Onboarding, Executive Coaching, Healthcare, HR Policies, Labor Relations, Compensation, Employee Relations, FMLA, Compliance, Leadership Development, Employee Engagement, Interviewing, Employment Law, Policy, Administration, Talent Management, Coaching, Performance Management, Interviews, Recruiting, Deferred Compensation, Program Management, Employee Benefits, Applicant Tracking..., Leadership, New Hire Orientations, Benefits Administration, Training, Employee Training, Management, Personnel Management, Change Management, Succession Planning, Payroll, Workforce Planning, HRIS, Organizational..., Hiring
Education
Regis University 1987 — 1999
MBA, Finance and Accounting
Jackie Stevens's ICMA Retirement Corporation Experience 1993 - 2007
Job Group Vice President, Learning Solutions Mortgage at SunTrust Bank
Industry Banking
Experience
SunTrust March 2015 - Present
SunTrust Bank June 2012 - March 2015
Union First Market Bankshares March 2007 - June 2012
ICMA Retirement Corporation 1993 - 2007
Skills
Organizational..., Performance Management, Instructional Design, Talent Management, Learning Management, Employee Engagement, Employee Relations, Leadership Development, Coaching, Organizational..., Performance Improvement, Change Management, Management Development, Succession Planning, Organizational Design, Human Resources, Onboarding, Training Delivery, Training, Personnel Management, Leadership, Team Building, Budgets, Strategic Planning, Management
Education
The George Washington University 2004 — 2007
Masters, Human Resource Development
University of Richmond - Robins School of Business 1987 — 1991
BS, Business
SunTrust March 2015 - Present
SunTrust Bank June 2012 - March 2015
Union First Market Bankshares March 2007 - June 2012
ICMA Retirement Corporation 1993 - 2007
Skills
Organizational..., Performance Management, Instructional Design, Talent Management, Learning Management, Employee Engagement, Employee Relations, Leadership Development, Coaching, Organizational..., Performance Improvement, Change Management, Management Development, Succession Planning, Organizational Design, Human Resources, Onboarding, Training Delivery, Training, Personnel Management, Leadership, Team Building, Budgets, Strategic Planning, Management
Education
The George Washington University 2004 — 2007
Masters, Human Resource Development
University of Richmond - Robins School of Business 1987 — 1991
BS, Business
Steve Schaefer, CFA's ICMA Retirement Corporation Experience October 1987 - March 1993
Job Director, Stable Value Products
Industry Banking
Experience
Bank of Tokyo-Mitsubishi UFJ April 2012 - Present
ING August 2010 - April 2012
Babson Capital Management March 2008 - August 2010
Allstate Financial November 1995 - September 2003
Bankers Trust Company March 1993 - October 1995
ICMA Retirement Corporation October 1987 - March 1993
Skills
Stable Value, Fixed Income, Capital Markets, Mutual Funds, Investments, Portfolio Management, Asset Managment, Asset Management
Education
Michigan State University - The Eli Broad College of Business 1983 — 1984
MBA, Finance
Temple University - Fox School of Business and Management 1978 — 1982
BBA, Marketing
Bank of Tokyo-Mitsubishi UFJ April 2012 - Present
ING August 2010 - April 2012
Babson Capital Management March 2008 - August 2010
Allstate Financial November 1995 - September 2003
Bankers Trust Company March 1993 - October 1995
ICMA Retirement Corporation October 1987 - March 1993
Skills
Stable Value, Fixed Income, Capital Markets, Mutual Funds, Investments, Portfolio Management, Asset Managment, Asset Management
Education
Michigan State University - The Eli Broad College of Business 1983 — 1984
MBA, Finance
Temple University - Fox School of Business and Management 1978 — 1982
BBA, Marketing
Susan Stockstill's ICMA Retirement Corporation Experience Reginal Sales ManagerICM CorpJuly 1992 - Present
Job Reginal Sales Manager at ICM Corp
Industry Financial Services
Experience
ICMA Retirement Corporation Reginal Sales ManagerICM CorpJuly 1992 - Present
Scientic Atlanta September 1981 - July 1992
Education
Arapahoe Community College 1988 — 1992
Associate, Business
ICMA Retirement Corporation Reginal Sales ManagerICM CorpJuly 1992 - Present
Scientic Atlanta September 1981 - July 1992
Education
Arapahoe Community College 1988 — 1992
Associate, Business
Kathy Campbell, PMP's ICMA Retirement Corporation Experience January 1993 - March 2003
Job Technology Support Services Director at Anne Arundel Community College
Industry Higher Education
Experience
Anne Arundel Community College March 2003 - Present
ICMA Retirement Corporation January 1993 - March 2003
Ernst & Young 1988 - 1991
Alcoa 1981 - 1988
Skills
Leadership Development, Higher Education, Team Building, Project Management, Strategic Planning, Program Management, PMP, Leadership, Project Planning
Education
Case Western Reserve University 1982 — 1987
MBA, Business Administration
The Ohio State University 1977 — 1981
BS, Computer Science
Anne Arundel Community College March 2003 - Present
ICMA Retirement Corporation January 1993 - March 2003
Ernst & Young 1988 - 1991
Alcoa 1981 - 1988
Skills
Leadership Development, Higher Education, Team Building, Project Management, Strategic Planning, Program Management, PMP, Leadership, Project Planning
Education
Case Western Reserve University 1982 — 1987
MBA, Business Administration
The Ohio State University 1977 — 1981
BS, Computer Science
Renie Langan's ICMA Retirement Corporation Experience August 1990 - September 2001
Job Management and Program Analyst at USDA Rural Development
Industry Program Development
Experience
USDA October 2014 - Present
USDA March 2014 - October 2014
GH Engineering June 2013 - August 2013
American Legion Post 180 November 2012 - May 2013
DateNight February 2011 - December 2011
ICMA Retirement Corporation August 1990 - September 2001
Century National Bank May 1988 - August 1990
Jesuit Volunteer Corps August 1982 - August 1984
Skills
Project Management, Customer Service, Leadership, Event Planning, Social Media
Education
Villanova University
BSA, Accounting
Merrimack College
Accounting
USDA October 2014 - Present
USDA March 2014 - October 2014
GH Engineering June 2013 - August 2013
American Legion Post 180 November 2012 - May 2013
DateNight February 2011 - December 2011
ICMA Retirement Corporation August 1990 - September 2001
Century National Bank May 1988 - August 1990
Jesuit Volunteer Corps August 1982 - August 1984
Skills
Project Management, Customer Service, Leadership, Event Planning, Social Media
Education
Villanova University
BSA, Accounting
Merrimack College
Accounting
Yash A Hiranandani's ICMA Retirement Corporation Experience May 2012 - July 2012
Job Senior Associate at PwC
Industry Information Technology and Services
Experience
Ernst & Young LLP July 2012 - November 2013
ICMA Retirement Corporation May 2012 - July 2012
George Mason University January 2011 - May 2012
MicroAutomation, Inc. May 2011 - August 2011
George Mason University August 2010 - January 2011
Skills
Java, JavaScript, JavaServer Faces, JavaServer Pages, AJAX, XHTML, PrimeFaces, JPA, JSON, Risk Analysis, SQL, UML, XML, Subversion, Data Analytics, Databases, Microsoft SQL Server, JSP
Education
George Mason University 2010 — 2012
Master of Science (MS), Information Systems, 3.64
University of Mumbai 2006 — 2010
Bachelor of Engineering (BE), Computer Engineering, First Class
Ernst & Young LLP July 2012 - November 2013
ICMA Retirement Corporation May 2012 - July 2012
George Mason University January 2011 - May 2012
MicroAutomation, Inc. May 2011 - August 2011
George Mason University August 2010 - January 2011
Skills
Java, JavaScript, JavaServer Faces, JavaServer Pages, AJAX, XHTML, PrimeFaces, JPA, JSON, Risk Analysis, SQL, UML, XML, Subversion, Data Analytics, Databases, Microsoft SQL Server, JSP
Education
George Mason University 2010 — 2012
Master of Science (MS), Information Systems, 3.64
University of Mumbai 2006 — 2010
Bachelor of Engineering (BE), Computer Engineering, First Class
Angela Montez's ICMA Retirement Corporation Experience April 2015 - Present
Job Senior Vice President & General Counsel at ICMA Retirement Corporation
Industry
Experience
ICMA Retirement Corporation April 2015 - Present
Groom Law Group September 1994 - May 2000
Education
Georgetown University Law Center 1991 — 1994
JD
University of Pennsylvania 1985 — 1989
Bachelor of Arts (B.A.), French Language and Culture
National Cathedral School 1976 — 1985
ICMA Retirement Corporation April 2015 - Present
Groom Law Group September 1994 - May 2000
Education
Georgetown University Law Center 1991 — 1994
JD
University of Pennsylvania 1985 — 1989
Bachelor of Arts (B.A.), French Language and Culture
National Cathedral School 1976 — 1985
Tammy Berger's ICMA Retirement Corporation Experience 2006 - Present
Job Vice President, Application Architecture & Programming at ICMARC
Industry Financial Services
Experience
ICMA Retirement Corporation 2006 - Present
ICMA-RC 1998 - 2006
ICMA-RC 1993 - 1997
ICMA-RC 1992 - 1992
ICMA-RC 1991 - 1991
Navy Morale, Welfare, and Recreation (MWR) 1986 - 1991
Skills
Team Leadership, Information Technology, Strategic Planning, Business Process..., IT Transformation, Financial Services, SDLC, Business Analysis, Process Improvement, Requirements Analysis, IT Project..., IT Strategy, Risk Management, Mutual Funds, Change Management, IT Management, IT Solutions, Leadership, Stakeholder Management, IT Governance, Solution Architecture, Portfolio Management, Web Applications, Secure SDLC, Mobile Applications, Retirement, System Architecture, Security, Troubleshooting, Cross-functional Team..., Integration, Budgets, Disaster Recovery, Business Continuity, IT Operations
Education
Indiana University of Pennsylvania 1981 — 1985
Bachelor of Science (B.S.), Management Information Systems
ICMA Retirement Corporation 2006 - Present
ICMA-RC 1998 - 2006
ICMA-RC 1993 - 1997
ICMA-RC 1992 - 1992
ICMA-RC 1991 - 1991
Navy Morale, Welfare, and Recreation (MWR) 1986 - 1991
Skills
Team Leadership, Information Technology, Strategic Planning, Business Process..., IT Transformation, Financial Services, SDLC, Business Analysis, Process Improvement, Requirements Analysis, IT Project..., IT Strategy, Risk Management, Mutual Funds, Change Management, IT Management, IT Solutions, Leadership, Stakeholder Management, IT Governance, Solution Architecture, Portfolio Management, Web Applications, Secure SDLC, Mobile Applications, Retirement, System Architecture, Security, Troubleshooting, Cross-functional Team..., Integration, Budgets, Disaster Recovery, Business Continuity, IT Operations
Education
Indiana University of Pennsylvania 1981 — 1985
Bachelor of Science (B.S.), Management Information Systems
Gita Goodwin's ICMA Retirement Corporation Experience 1996 - 1997
Job Customer Service Representative/Support
Industry Banking
Experience
Prince George's County Animal Management September 2013 - Present
Capital One Bank 2009 - 2013
Just 4 Kidz 2006 - 2009
Inphonic 2004 - 2006
Ikea Contact Center 2004 - 2004
Comcast Cable 2002 - 2004
Verizon Wireless 2000 - 2002
Childtime Childcare Center 1997 - 1999
ICMA Retirement Corporation 1996 - 1997
Mitchellville Children’s House 1993 - 1996
Skills
Banking, Retail Banking, Credit, Credit Cards, Call Center, Cross Selling, Financial Services, Customer Service, Relationship Management, Customer Experience, Customer Service..., Child Development, Data Entry, Customer Service..., Photography, Animal Caretaker
Education
Prince George's Community College 2013 — 2013
Veternarian Technician, Animal Health
Payne College Augusta Ga 1992 — 1993
Social Work
Largo Senior High School 1988 — 1992
Prince George's County Animal Management September 2013 - Present
Capital One Bank 2009 - 2013
Just 4 Kidz 2006 - 2009
Inphonic 2004 - 2006
Ikea Contact Center 2004 - 2004
Comcast Cable 2002 - 2004
Verizon Wireless 2000 - 2002
Childtime Childcare Center 1997 - 1999
ICMA Retirement Corporation 1996 - 1997
Mitchellville Children’s House 1993 - 1996
Skills
Banking, Retail Banking, Credit, Credit Cards, Call Center, Cross Selling, Financial Services, Customer Service, Relationship Management, Customer Experience, Customer Service..., Child Development, Data Entry, Customer Service..., Photography, Animal Caretaker
Education
Prince George's Community College 2013 — 2013
Veternarian Technician, Animal Health
Payne College Augusta Ga 1992 — 1993
Social Work
Largo Senior High School 1988 — 1992
Lois And Merrill Kramer's ICMA Retirement Corporation Experience September 1991 - May 1998
Job Coach at Body Tech Weight Loss & Health
Industry Health, Wellness and Fitness
Experience
Body Tech Weight Loss & Health April 2011 - Present
ICMA Retirement Corporation September 1991 - May 1998
Skills
Networking, Community...
Education
Babson College
Bachelor of Science (B.S.), Finance & Investements
Body Tech Weight Loss & Health April 2011 - Present
ICMA Retirement Corporation September 1991 - May 1998
Skills
Networking, Community...
Education
Babson College
Bachelor of Science (B.S.), Finance & Investements
Gerald Cline's ICMA Retirement Corporation Experience January 2005 - April 2006
Job Sr. Systems Analyst at Joint Technology Systems, Inc.
Industry Computer Software
Experience
Joint Technology Systems, Inc. April 2013 - Present
MPSC August 2008 - April 2013
AT&T May 2006 - August 2009
ICMA Retirement Corporation January 2005 - April 2006
Information Management Consultants July 1990 - November 1992
Data Management Design, Inc November 1986 - July 1990
Skills
Management, Java, HTML, Leadership, Windows, Process Improvement, C++, PL/SQL, ETL, Crystal Reports, COBOL, SQL, Software Development, Documentation, Microsoft SQL Server, Requirements Analysis, PowerBuilder, Microsoft Excel
Education
Edinboro University of Pennsylvania 1982 — 1986
Bachelor's Degree, Computer Science, B-
Joint Technology Systems, Inc. April 2013 - Present
MPSC August 2008 - April 2013
AT&T May 2006 - August 2009
ICMA Retirement Corporation January 2005 - April 2006
Information Management Consultants July 1990 - November 1992
Data Management Design, Inc November 1986 - July 1990
Skills
Management, Java, HTML, Leadership, Windows, Process Improvement, C++, PL/SQL, ETL, Crystal Reports, COBOL, SQL, Software Development, Documentation, Microsoft SQL Server, Requirements Analysis, PowerBuilder, Microsoft Excel
Education
Edinboro University of Pennsylvania 1982 — 1986
Bachelor's Degree, Computer Science, B-
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY