Invesmart Company
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Invesmart Employees
American Pensions, Inc. April 2012 - Present
American Pensions, Inc. June 2005 - March 2012
CitiGroup Asset Management March 2003 - December 2003
Invesmart 1998 - 2002
The Harbor Financial Group 1996 - 1998
Roberts Planning Group 1992 - 1996
Skills
Retirement Plan..., Relationship Management, Retirement Planning, Pensions, Investments, Fiduciary, 401k, Retirement, ERISA, Investment Advisory, Defined Benefit, Defined Contribution, IRAs, Financial Advisory, Asset Allocation, Mutual Funds, Profit Sharing, Financial Services
Education
Meadville Lombard Theological School 2009 — 2017
Master of Leadership Studies, Organizational Leadership
Saint Anselm College 1984 — 1988
Bachelor of Arts, Modern Languages & Literature
Manchester West 1980 — 1984
Diploma
RBP New York 2007 - Present
Invesmart 2002 - 2007
First Albany 1994 - 2002
Skills
Business Planning, Retirement Planning, Retirement Plan..., ERISA, Management, Coaching, Series 7, Series 63, 401k, Retirement, Investments, Asset Managment, Valuation, Securities, Financial Analysis, Mergers, Strategic Financial..., Risk Management, Financial Modeling, Mutual Funds, Defined Benefit, Investment Advisory, Mergers & Acquisitions, Financial Planning, Asset Management
Education
State University of New York College at Fredonia 1982 — 1986
BA, Economics & Finance
ichabod crane
USI Kibble & Prentice August 2015 - Present
Kibble & Prentice October 2005 - April 2015
Invesmart March 2003 - October 2005
Vanguard June 2002 - January 2003
Skills
401k, Investments, Mutual Funds, Retirement, Financial Services, Retirement Planning, Pensions, Microsoft Excel, Microsoft Word, Outlook, Technology Process..., Benefits Administration, Customer Service, Sales, Employee Benefits, Data Analysis, Human Resources, Deferred Compensation, Onboarding, Process Improvement, Series 6, Risk Management, Leadership
Education
Temple University - Fox School of Business and Management 1998 — 2002
Bachelor of Business Administration (BBA), Management Information Systems
Capital One September 2014 - Present
Barclaycard US June 2012 - September 2014
ICF Ironworks October 2011 - June 2012
Barclaycard US July 2004 - October 2011
City of Harrisburg April 2002 - July 2004
Various June 2000 - April 2002
Invesmart November 2001 - February 2002
Context Integration 2000 - 2001
Freelance Location Manager 1991 - 1998
Skills
Tomcat, Java, JavaScript, JSP, Apache, AJAX, Servlets, CSS, Mac OS X, Photoshop, CVS, Proxy, HTML, HTML 5, Agile Methodologies, Java Enterprise Edition, Web Development, Web Services, Subversion, Linux, Unix, Web Applications, SDLC, Security, OS X, Software Development, SOA, Operating Systems, Git, Enterprise Architecture, SQL, Hibernate, Weblogic
Education
American InterContinental University 1999 — 2000
MIT, Information Technology
University of North Georgia 1988 — 1991
BBA, Business and CS
Versity March 2011 - Present
Brammo, Inc. May 2009 - April 2014
MobiTV September 2005 - May 2009
InveSmart 2000 - 2005
Intend Change, Inc January 1999 - June 2004
USWeb/CKS January 1996 - January 1999
Skills
Business Strategy, Digital Media, Entrepreneurship, Start-ups, Venture Capital, SaaS, Business Development, Mergers & Acquisitions, Strategy, Strategic Partnerships, Leadership, Software Development, Corporate Development
Education
Occidental College
BA, Economics
United Capital Financial Advisors May 2015 - Present
StanCorp Investment Advisers September 2006 - May 2015
StanCorp Investment Advisers September 2006 - May 2015
Edmonds Chamber of Commerce 2011 - December 2012
Invesmart 2001 - 2006
Invesmart Advisors, Inc. 2001 - 2006
Invesmart 2001 - 2006
Safeco May 1990 - June 2001
Skills
Strategic Financial..., Portfolio Strategy, Retirement Planning, Portfolio Management, Financial Well Being, Investments, Financial Advisory, Investment Advisory
Education
Seattle University 1983 — 1989
BA, Business Administration, Economics
Shorewood High School, Shoreline WA 1979 — 1983
Schmittinger & Rodriguez, P.A. March 2010 - Present
Standard Retirement Services, Inc January 1984 - January 2009
The Standard 1984 - 2009
Invesmart 1984 - 2001
Skills
Research, Customer Service, Process Improvement, Excel, Microsoft Office, Outlook, Auditing, Project Management, Strategic Planning, Employee Benefits, Team Leadership, Microsoft Excel, Access, Retirement, Event Planning, Management, Public Speaking, Team Building, Legal Writing, Employee Relations, Leadership, Software Documentation, Business Analysis, Coaching, Organizational..., PowerPoint, Microsoft Word, Data Analysis, Healthcare, Human Resources
Education
Immaculata University
Bachelor of Science, Psychology
Ursuline Academy
Maxwell Locke & Ritter LLP September 2007 - Present
The Standard May 2006 - September 2007
Invesmart September 2000 - June 2006
Plan Data, Inc. June 1997 - September 2000
Leander ISD December 1994 - June 1997
Education
The University of Texas at Austin 1991 — 1994
Bachelor of Arts, Math
United States Army Reserve January 1984 - Present
Software Engineering Institute July 2009 - Present
US Army 2002 - 2010
Invesmart 2000 - 2002
Eaton Electrical 1998 - 2000
Skills
Information Assurance, Vulnerability Assessment, CISSP, Penetration Testing, Information Security, Computer Security, Network Security, Vulnerability Management, Security Policy, Network Infrastructure, Project Management, Telecommunications, Network Architecture, IT Management, Cross-functional Team..., Program Management, Leadership, National Security, Security+, DoD, Team Leadership, Security Clearance, Risk Assessment, Military, Integration, Computer Forensics, NIST, Information Technology, Information Security..., Incident Response, PMP, CompTIA Security+
Education
Carnegie Mellon University 2015 — 2018
Master's Degree, Computer and Information Systems Security/Information Assurance
United States Army War College 2015 — 2015
Defense Strategy Course
Joint Forces Staff College 2013 — 2014
Advanced Joint Professional Military Education, Military Joint Operations Planning and Strategy
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2011 — 2012
Master's Certificate, Project Management
Command and General Staff College 2006 — 2006
Advanced Military and Operational Studies
Webster University 1994 — 1996
MBA, Business Administration
Columbia College 1992 — 1994
BS, Business Administration
Multnomah Group, Inc. December 2003 - Present
Invesmart 2000 - 2003
IPC Pension Services 1997 - 2000
Skills
Hospitals, Plan Design, ERISA, Defined Benefit, 401k, 403b, Investment Consulting, Colleges and..., Investment Advisory..., Qualified Retirement..., Retirement
Education
University of Iowa - Henry B. Tippie College of Business 1992 — 1997
BBA, Finance, General
LPL Financial August 2013 - Present
Ameriprise Financial Services, Inc. January 2011 - August 2013
Ameriprise Financial February 2007 - January 2011
Merrill Lynch 2005 - 2007
Invesmart 2002 - 2004
The Sheakley Group of Companies 1996 - 2003
Education
University of Maine 1990 — 1994
BS, Business Management
Fifth Third Bank October 2009 - Present
Western & Southern Financial Group April 2009 - October 2009
Fidelity Investments June 2007 - March 2009
Fidelity Investments October 2004 - June 2007
Mutual of Omaha November 2001 - October 2004
Invesmart 2000 - 2001
CBIZ 1997 - 2000
Skills
Investments, Retirement Plans, Business Relationship..., ERISA, 401k, Employee Benefits, Pensions, Mutual Funds, Retirement, Financial Services, Business Planning, Retirement Planning, Leadership, CRM, Analysis, Asset Management, Relationship Management, Process Improvement, Sales, Series 63, Qualified Retirement...
Education
Miami University 1992 — 1996
BA
St. Ignatius High School, Cleveland 1988 — 1994
Asset Strategy Retirement Plan Consultants 2008 - Present
The Standard 2006 - 2008
Standard Insurance Company 2006 - 2008
Invesmart 2004 - 2006
Invesmart 1996 - 2004
Education
Indiana University of Pennsylvania 1988 — 1992
BS, Industrial Management
Findley Davies April 2006 - Present
Summit Retirement Plan Services 2006 - 2006
Invesmart July 2003 - 2006
Parsons McKee, Sommers and Company July 1995 - July 2003
Watson Wyatt December 1993 - July 1995
Towers Perrin 1989 - December 1993
Fisher Foods Marketing - Canton, OH 1980 - 1990
Skills
Pensions, Defined Benefit, Actuarial, Plan Design, ERISA, Employee Benefits, Actuarial Science, Pension Administration, Retirement, Excel, Access, Benefits, Cost Projections, Non-Qualified, FASB, PPA, Forecasting, Strategic Planning, Actuarial Consulting, Enrolled Actuary, Executive Pay, Microsoft Excel, Management, Pension Funds, Consulting, Benefits Administration, Human Resources
Education
The University of Akron 1983 — 1989
BS
St. Thomas Aquinas High School, Louisville, OH 1979 — 1982
College Prep
Guidance Point Retirement Services, LLC February 2012 - Present
Acacia Associates Inc. 2008 - 2012
Retirement System Group Inc. April 2004 - August 2008
Invesmart January 2001 - April 2004
Walker Associates, Inc May 1983 - January 2001
Skills
Retirement Plan..., Investment Advisory..., Fiduciary Services, Defined Benefit, ERISA, 401k, Profit Sharing, Retirement, Retirement Planning, Pensions, Investment Advisory, Investments, Mutual Funds, Employee Benefits, Qualified Retirement...
Education
University of Maine 1979 — 1983
BS, Business Administration / Marketing
Oceaneering International, Inc. March 2008 - Present
Halliburton July 2006 - January 2007
The Augusta Group, Inc. March 2006 - June 2006
Invesmart July 2004 - October 2005
Skills
Learning Management, Microsoft Office, Office Management, Curriculum Development, PeopleSoft, Adobe Acrobat, Petroleum, Project Management, Microsoft Excel, MS Project, Management, Captivate, E-Learning, Training, Outlook, Training Delivery, Leadership, Learning Management..., Troubleshooting, ADDIE, SharePoint, Instructional Design
Education
Oxford TEFL 2007 — 2007
TEFL Certification, ESL/TEFL
Texas State University 2001 — 2004
B.A., Communication Studies
Green River Community College 1998 — 1999
A.A., English
Eastern Maine Health System June 2015 - Present
Eastern Maine Health Systems February 2014 - June 2015
Central Maine Medical Center October 2011 - January 2013
Stephens Memorial Hospital June 2003 - November 2011
InveSmart May 2001 - May 2003
Jordan's Meats/Barber Foods March 2000 - March 2001
HQUSAEUR May 1998 - February 2000
US Army January 1994 - January 1997
Skills
Medicaid, Analytics, Project Management, Process Improvement, Accounts Receivable, Medical Billing, Billing Systems, denials management, Team Leadership, Training, Invoicing, Healthcare, Management, Insurance, Healthcare Information..., EMR, EHR, HIPAA, Hospitals
Education
Walden University 2014 — 2016
Bachelor's degree, Healthcare Managment
Central Maine Community College 2010 — 2013
Associate's degree, General Studies
The Bon Ton Stores Inc. December 2007 - Present
Invesmart 2003 - 2011
Skills
Retirement Planning, Employee Benefits, 401k, Investments, Financial Services, Asset Allocation, Pensions, Series 63, Human Resources
Education
University of Massachusetts Boston 1987 — 1992
Bachelor's degree, Business Administration and Management, General
University of Massachusetts Boston
Bachelor's degree, Business Administration and Management, General
SAP April 2013 - Present
SmartOps February 2001 - April 2013
Invesmart October 1999 - February 2001
McKinsey & Company August 1997 - October 1999
Procter & Gamble August 1993 - August 1995
Air Products and Chemicals 1991 - 1992
Skills
Supply Chain Management, Sales Operations, Analytics, Management Consulting, Strategy, Start-ups, Integration, ERP, Product Management, SAP, Enterprise Software, Venture Capital, Management, Leadership, Cloud Computing, SaaS, Supply Chain...
Education
University of Pennsylvania - The Wharton School 1995 — 1997
MBA, Finance
Cornell University 1989 — 1993
B.S., Chemical Engineering
North Allegheny
Epicom Corporation October 2013 - Present
Games Save the World August 2012 - Present
Stanima Fantasy Sports January 2011 - February 2014
Epicom Corporation October 2012 - October 2013
Epicom Corporation October 2011 - October 2012
Lower Colorado River Authority February 2004 - October 2011
Progressive Fantasy Football World Championship April 2010 - December 2010
Invesmart 1999 - 2003
Skills
Microsoft SQL Server, JavaScript, Databases, jQuery, XML, MySQL, AJAX, Oracle, Web Development
Education
Northeastern University 2008 — 2011
MBA, Business
Texas A&M University 1989 — 1993
B.S., Food Science and Technology
The Standard November 2010 - Present
Asset Strategy Retirement Plan Consultants December 2009 - November 2010
Lincoln Financial Group January 2008 - December 2009
LPL March 2006 - January 2008
Invesmart 1995 - 2005
Alliance Benefit Group January 1995 - June 1999
Skills
401k, Retirement, Mutual Funds, Investments, Retirement Planning, Pensions, Financial Advisory, Finance, Investment Management, Defined Contribution, Product Management, Financial Services, Strategy, IRAs, Portfolio Management, Asset Allocation, Defined Benefit, Investment Advisory, Sales Management
Education
Southern Methodist University - Cox School of Business 1985 — 1986
BBA, Finance, Economics, Business
University of Richmond 1982 — 1984
BA, Finance, Economics, Business
Tatnall High School 1974 — 1982
High School diploma, Business Administration and Management, General
Tatnall High School 1974 — 1982
Transamerica Retirement Solutions October 2013 - Present
Tampa Bay Lightning February 2013 - October 2013
ASPire Financial Services, LLC February 2011 - February 2013
The Newport Group August 2009 - December 2010
Fidelity Investments September 2007 - March 2009
Invesmart 2001 - 2007
The 401(k) Company 1996 - 2001
Ameriprise Financial 1988 - 1995
Skills
Series 7, Retirement Planning, Pensions, New Business Development, Banking, Relationship Management, Asset Allocation, Project Management, Investment Advisory, Finance, Strategic Financial...
Education
Drake University 1981 — 1985
Bachelor of Arts, Journalism
United Retirement Plan Consultants February 2007 - Present
Invesmart January 2001 - February 2007
Skills
401k, Retirement Plan..., Relius Administration, Microsoft Excel, Qualified Retirement...
Education
Dickinson College 1995 — 1999
Bachelor of Arts (B.A.), Italian Studies
Charles Schwab April 2007 - Present
The 401(k) Company January 2007 - April 2007
The 401k Company January 2005 - January 2007
Invesmart 2001 - 2004
Skills
401k, Defined Benefit, Mutual Funds, Retirement, Retirement Planning, ERISA, Financial Services, Pensions, Employee Benefits, Project Management, Management, Relationship Management, Process Improvement, Asset Management
Education
St. Edward's University 1999 — 2001
BBA, Management
Standard Retirement Services, Inc. 2007 - December 2009
Invesmart May 2001 - July 2006
Walker Alliance April 1994 - May 2001
Allstate Insurance March 1988 - January 1994
Addison Wesley Publishing October 1986 - March 1988
National University September 1984 - October 1986
Education
California State University-Sacramento
Bachelor of Arts
California State University-Sacramento
Master of Arts
Advocare August 2011 - Present
University of Washington May 2003 - Present
Northwest Development Officers Association June 2010 - June 2011
Invesmart March 2002 - May 2002
The Domain Group 1999 - 2000
The Domain Group 1999 - 2000
Skills
Donor Research, Grant Research, Corporate Research, Fundraising, Donor Management, Stewardship, Prospect Research, Fundraisers, Internet Research, Online Research, Donor Relations, Moves Management, Microsoft Office, Windows, Windows 7, Word, Outlook, Excel, Access, Individual Giving, Social Media, Wordpress, Grants, Microsoft Excel, Philanthropy, Leadership, Microsoft Word, Public Speaking, WordPress, Program Management, Social Networking, Social Media Marketing, Time Management, Community Outreach, Marketing, Research, Event Planning, Nonprofits, Event Management, Grant Writing, Newsletters, Annual Giving, Community Development, Editing, Public Relations, Program Development, Higher Education, Leadership Development, Proposal Writing, Non-profit...
Education
University of Washington 2009 — 2010
Certificate
University of Washington 2007 — 2008
Certificate
Seattle Pacific University 1991 — 1996
B.A.
Renesas December 2013 - Present
Gigya September 2012 - October 2013
Irdeto October 2011 - September 2012
BayTSP March 2007 - September 2011
Invesmart September 1999 - April 2002
Skills
Employee Relations, Human Capital, Management, Career Development, Account Management, Microsoft Office, Recruiting, Performance Management, Change Management, Talent Management, Team Leadership, System Administration, Training, Workforce Planning, Human Resources, Team Building, Start-ups, Benefits Administration, Leadership, College Recruiting, Employee Benefits, Deferred Compensation, Hiring, HRIS, Organizational..., Strategy, Interviews
Education
University of California, Santa Barbara
BA, Business/Economics
Capital Group March 2012 - Present
State Street Global Advisors / SSGM April 2007 - March 2012
Heritage Funds July 2005 - April 2007
Invesmart 2001 - 2004
Dreyfus Retirement Services May 1998 - September 2001
Skills
Mutual Funds, Investments, Investment Management, Asset Management, Asset Allocation, Series 63, Institutional..., Retirement, Series 7, Investment Strategies, Asset Managment, Alternative Investments, Hedge Funds, Equities, Portfolio Management, Investment Advisory, ETFs, Securities, Financial Services, Consulting, Series 6, Retirement Planning, Management, 401k, Business Development, Sales, Relationship Management, New Business Development
Education
University of Florida 1996 — 1997
M.A., Communications
University at Buffalo 1992 — 1996
BA, English
BNY Mellon June 2013 - May 2014
ServiceLink, a Fidelity National Financial Company June 2008 - June 2013
Strategic Energy October 2007 - June 2008
Lenders First Choice January 2006 - October 2007
Invesmart 2001 - 2005
Clairvoyance 2000 - 2001
Pittsburgh Mercy Health System 1998 - 2000
Skills
Business Analysis, Process Improvement, SDLC, Requirements Analysis, Vendor Management, SharePoint, Visio, Integration, Software Project..., Project Management
Education
Penn State University
BS, Business with a Concentration in Management Information Systems
BNY Mellon May 2015 - Present
BNY Mellon April 2014 - May 2015
BNY Mellon April 2013 - April 2014
BNY Mellon April 2012 - April 2014
BNY Mellon March 2011 - April 2012
The HDH Group May 2010 - March 2011
ParenteBeard LLC September 2008 - April 2010
Beard Miller Company LLP January 2008 - September 2008
Edwards Sauer & Owens August 2006 - January 2008
Invesmart August 2005 - August 2006
Skills
Accounting, Analysis, Financial Reporting, SOX, Financial Accounting, Audit, Financial Analysis, General Ledger, Cash Flow, Auditing, GAAP, Reconciliation, Quickbooks, Fixed Assets, Cash Management, Accruals, Variance Analysis, Excel, Consolidation, IFRS, Budgeting, US GAAP, Bookkeeping, Finance, Financial Statements, Account Reconciliation, Sarbanes-Oxley Act, Budgets, Microsoft Excel
Education
University of Pittsburgh 2003 — 2004
Accounting Certificate
University of Pittsburgh 1999 — 2002
BSBA, Finance
Washington and Jefferson College 1998 — 1999
CS McKee January 2010 - Present
C.S. McKee 2005 - Present
Invesmart 1999 - July 2005
Federated Investors 1981 - 1997
Education
Bucknell University 1977 — 1981
Bachelor's degree, International Relations and Affairs
MVP Plan Administrators, Inc. 2006 - Present
Capital Administrators 2003 - 2006
Invesmart 2000 - 2002
Gateway Pension Planners 1996 - 2000
Skills
ERISA, Retirement, Retirement Planning, Retirement Plan..., 401k, Defined Contribution, 401k Rollovers, Form 5500 preparation, Qualified Retirement..., Employee Benefits, Defined Benefit, Pension Administration, Profit Sharing, Mutual Funds
Education
University of Pittsburgh 1992 — 1996
BS, Business and Economics
Kibble & Prentice July 2015 - Present
The Tatitlek Corporation December 2008 - Present
Kibble & Prentice June 2006 - December 2008
Invesmart Inc February 2006 - June 2006
Invesmart May 2004 - February 2006
Skills
Risk Management, Process Improvement, Microsoft Office, Visual C#, ASP.NET, VB.net, WPF Development, SQL, Microsoft SQL Server, Project Management, Access, Microsoft Excel, Microsoft Word, Analysis, Outlook, Visio, Full SDLC, PowerPoint, 401k, Payroll, Employee Benefits, Data Analysis, Program Management, Databases
Education
University of Alaska Anchorage 1992 — 1998
Bachelor of Science (B.S.), Management Information Systems, General
BOK Financial September 2012 - Present
M&I Institutional Trust Services July 2011 - September 2012
Prudential Retirement September 2008 - November 2010
Milliman 2006 - 2007
Invesmart 2005 - 2006
Charles Schwab 1993 - 2005
Skills
401k, Defined Benefit, ERISA, Defined Contribution, Retirement, Pensions, Retirement Planning, Series 63, Series 7, Retirement Plan..., Investments, Qualified Retirement..., Mutual Funds, Series 6, Wealth Management, Asset Allocation
Education
Oklahoma State University 1977 — 1979
WEBCOR Builders March 2013 - Present
Webcor Builders June 2012 - Present
Webcor Builders February 2006 - June 2012
Wells Fargo March 2005 - November 2005
Invesmart February 2004 - January 2005
maxygen 1999 - 2002
Skills
Sage, Invoicing, QuickBooks, Accounts Receivable, Budgets, Accounting, Financial Analysis, Microsoft Excel, Contract Management, Cost Control, CMiC, Microsoft Office, Outlook, Accounts Payable, Job Costing
Education
University of Oregon 1997 — 2002
BS, Economics
PNC February 2015 - Present
PNC February 2013 - January 2015
PNC August 2011 - February 2013
PNC March 2011 - August 2011
PNC August 2010 - February 2011
PNC June 2009 - August 2010
PNC June 2008 - May 2009
The Standard March 2007 - May 2008
The Standard August 2006 - March 2007
Invesmart May 2005 - August 2006
Skills
Financial Analysis, Corporate Finance, Risk Management, Portfolio Management, Mutual Funds, Financial Risk, Credit, Credit Analysis, Commercial Lending, Credit Risk, Banking, Financial Modeling, Finance, Loans, Commercial Banking, Cash Flow
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2007 — 2010
MBA, Finance
University of Pittsburgh 2003 — 2005
BS, Finance
The Standard July 2006 - Present
Invesmart 2000 - 2006
Skills
Retirement, ERISA, Series 63, Series 6, Employee Benefits, 401k, Investments, Defined Benefit, Mutual Funds, Retirement Planning, Pensions, Series 7, Investment Advisory, Asset Allocation, Retirement Plan..., Wealth Management, Asset Management, Defined Contribution, Series 65, Fixed Annuities
Education
University of Cincinnati
Bachelor, Management
iHeartMedia February 2004 - Present
Total Traffic Network November 2012 - January 2014
Invesmart January 2000 - February 2004
Skills
Account Management, Media Planning, Marketing Communications, Digital Media, Online Advertising, Advertising Sales, Radio Advertising, Social Media Marketing, Radio, Marketing, Advertising, Lead Generation, Media Buying, New Business Development, Integrated Marketing, Digital Marketing, Public Relations
Education
University of Kentucky 1995 — 1999
Bachelor’s Degree, Communication and Media Studies
Unitarian Universalist Church of Charlotte September 2011 - Present
Self-employed writer August 2010 - Present
Bank of America August 2004 - August 2006
BB&T August 2002 - July 2004
Invesmart 2000 - 2002
Skills
Microsoft Office, Quickbooks, Organizing, Newsletters, Publishing, Editorial, Editing, Web Content, Poetry, Books, Short Stories
Education
University of North Carolina at Charlotte 1994 — 1998
BA, Philosophy
Merrill Edge August 2011 - Present
Wachovia October 2007 - September 2011
Fidelity Investments January 2004 - October 2007
Invesmart May 2000 - February 2004
Education
College for Financial Planning
Retirement Planning
Ithaca College
Communications
Montgomery County Community College
General Studies
St Joseph's University
Business
Asset Strategy Retirement Plan Consultants June 2007 - Present
Union National Community Bank December 2003 - May 2007
Invesmart 1998 - 2003
Skills
401k, Retirement, Retirement Planning, Pensions, Asset Management, ERISA, Defined Benefit, Asset Allocation, Investment Advisory, Mutual Funds, Defined Contribution, Business Planning, Finance, Financial Advisory, Small Business, Investments, Wealth Management, Series 63, Strategic Financial..., Tax, Employee Benefits, Financial Planning
Education
College for Financial Planning
CFP Certification Professional Education Program
The Pennsylvania State University at Harrisburg 1991 — 1996
Bachelor of Science, Finance
Donegal High School
Voya Financial March 2015 - Present
Fibromuscular Dysplasia Society of America January 2012 - Present
Privately held company January 2011 - March 2015
Hylant Financial Services October 2004 - December 2010
Parsons, McKee, Sommers Co. 1997 - 2004
Invesmart 1998 - 2000
Skills
401k, Employee Benefits, Retirement Planning, Insurance, Benefits Administration, ERISA, Retirement, Life Insurance, Defined Benefit, Mutual Funds, Health Insurance, Brokers, Customer Service, Financial Services
Education
St Joseph Academy 1976 — 1980
Ascension Catholic Grade School
Ascension Grade School
Cleveland State University
Wells Fargo February 2008 - Present
Wachovia February 2008 - April 2010
Invesmart 2000 - 2007
Great West Life 1986 - 2000
Education
Bowling Green State University 1981 — 1985
BSBA, Marketing
PNC 2010 - Present
Standard Insurance Company May 2006 - 2010
Invesmart 2000 - 2006
Bell Federal Savings 1993 - 2000
Westinghouse Financial Services 1990 - 1993
Federated Investors 1986 - 1990
Skills
401k, Change Management, Defined Benefit, Human Resources, Talent Management, Employee Benefits, Customer Service, Organizational..., Employee Relations, Deferred Compensation, Benefits Administration, HRIS, Performance Management
Education
The Ohio State University 1979 — 1983
BS, Human Resources
Giotto Law, P.C. January 2011 - Present
Graham Realty Company May 2007 - June 2010
Invesmart 2000 - 2007
Skills
Litigation, Mergers, Commercial Litigation, Civil Litigation, Bankruptcy, ERISA, Due Diligence, Legal Research, Legal Writing, Corporate Governance, Mediation, Intellectual Property, Appeals
Education
Duquesne University School of Law 1987 — 1990
JD, Law
University of Virginia 1983 — 1987
BA, Foreign Affairs
Retirement Management Services, LLC November 2005 - Present
Invesmart August 2004 - November 2005
Stock Yards Bank & Trust August 1996 - April 2003
Skills
Banking, Retirement Planning, Defined Contribution..., Retirement Plan..., ERISA, Employee Benefits, Defined Contribution, Profit Sharing
Education
Morehead State University
Bachelors of Arts
The Standard March 1986 - Present
The Standard 2000 - 2011
Invesmart 2000 - 2009
Skills
Retirement, Strategic Planning, Advanced Excel, Mandel Communications, Customer Relations
Education
Northern Kentucky University 1977 — 1982
BS, Accounting
Newport Catholic High School 1971 — 1975
High School Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
GE January 2014 - Present
Norton Healthcare October 2011 - January 2014
PPG Industries 2009 - 2011
Mercer Human Resource Consulting 2001 - 2009
INVESMART 1999 - 2001
Skills
Deferred Compensation, Job Evaluation, Job Analysis, Training, HR Consulting, Performance Management, Employee Benefits, Talent Management, HRIS, Personnel Management, Compensation & Benefit, Compensation & Benefits
Education
Bellarmine University 1999 — 2001
Masters, Business Administration
University of Louisville
B.S, Liberal Studies
RiversEdge Advanced Retirement Solutions November 2009 - Present
The Standard April 2006 - September 2009
Invesmart 2000 - 2006
Charles Schwab 1997 - 2000
Federated Investors 1992 - 1997
Mellon Bank 1985 - 1992
Skills
401k, Retirement, Pensions, Mutual Funds, Retirement Planning, Series 63, Investments, Series 7, Investment Advisory, Employee Benefits, Asset Allocation, Asset Managment, Retirement Plan..., Wealth Management, Process Improvement, ERISA, Insurance, Strategic Planning, Business Analysis, Financial Advisory
Education
Penn State University 1981 — 1985
B.S., Accounting
Self-employed December 2007 - Present
Invesmart July 1999 - October 2007
Skills
Event Management, Marketing, Conference Logistics, Contract Negotiation, Budgets, Leadership, Trade Shows, Management, Project Management, Strategic Planning, Marketing Communications, Hospitality, Event Planning
Education
State University of New York College at Cortland
Bachelors, Communications
Texas State University
Masters, Elementary Education
San Mateo Community College District June 2015 - Present
San Mateo Community College District April 2011 - June 2015
Invesmart March 2000 - March 2008
Standard Retirement Services 2000 - 2008
Skills
Project Management, New Business Development, Process Improvement, Program Management, Employee Benefits, Change Management, Strategic Planning, Leadership, Cross-functional Team..., Management, 401k, Team Building, Strategy, Team Leadership, Customer Service, Training, Nonprofits
Education
St. Ambrose University 1979 — 1980
Business Administration, Finance
Illinois State University 1976 — 1979
Business Finance
the Standard 2007 - 2009
the Standard 2002 - 2007
Invesmart 1996 - 2001
Parsons, McKee, Sommers and Co 1993 - 1995
Education
Hiram College 1987 — 1991
B.A., Economics / minor: Mathematics
MassMutual Financial Group December 2011 - Present
MassMutual Financial Group December 2011 - Present
SWBC Investment Advisory Services August 2010 - December 2011
Standard Retirement Services, Inc. August 2006 - August 2010
The Standard August 2003 - August 2010
Invesmart 2000 - 2007
Ohio Hi Speed Machine January 2001 - August 2003
Capital Metal Industries March 1994 - February 2000
Crucible Materials Corporation November 1988 - January 1994
Castle Metals 1983 - 1988
Skills
401k, Retirement, Employee Benefits, Series 63, Series 7, Investments, Defined Benefit, Series 6, Pensions, Mutual Funds, Retirement Planning, Insurance
Education
Bowling Green State University 1978 — 1982
BS, Industrial & Labor Relations
Lumen Cordium 1974 — 1978
High School Graduate, College Prep
THE HARBOR COURT March 2013 - Present
Horizon Education Centers August 2010 - April 2012
Standard Retirement Services September 2006 - July 2009
Invesmart May 2005 - September 2006
Energizer October 1999 - January 2004
Skills
Access, Data Entry
Education
Lorain County Community College 2010 — 2010
Medical Terminology, 4.0
Lorain County Community College 1999 — 2005
45 credits, Business
Reliance Trust Company October 2010 - Present
Self - Employed February 2010 - April 2011
Stancorp Financial 2007 - 2010
Invesmart 1998 - 2006
Howard Johnson & Company 1987 - 1997
Skills
401k, Defined Benefit, Investments, Financial Services, Mutual Funds, Asset Managment, Series 7, Pensions, Retirement Planning, ERISA, Wealth Management, Investment Management, Securities, Mergers, Retirement
Education
Boston University School of Law
LLM, Taxation
Seattle University
Juris Doctor, Law
Combined Insurance June 2010 - November 2010
Pinetree Retirement Planning January 2010 - June 2010
The Standard 2002 - 2009
Invesmart 2002 - 2009
Stancorp Financial 2002 - 2009
Skills
Management, Financial Markets, Sales Management
Education
Elmira College
BS, Accounting
John Kavanagh Consulting, LLC October 2011 - Present
Northwest Plan Services, Inc. March 2010 - February 2011
Standard Insurance Company January 2007 - March 2010
Invesmart August 2002 - December 2006
IPC Northwest June 1999 - August 2002
Skills
Business Planning, 401k, Retirement, Retirement Planning, Pensions, Mutual Funds, Asset Allocation, Relationship Management, Financial Advisory, Investment Advisory, Investments, ERISA, Wealth Management, Financial Services
Education
State University of New York at Albany
Bachelor of Arts (B.A.), Economics