Invesmart Company

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Invesmart Employees

Employee
Years
Job
Industry
Edward Proulx Edward Proulx Greenville, South Carolina Area Details
Edward Proulx's Invesmart Experience 1998 - 2002
Job Director of Client Services at American Pensions, Inc.
Industry Financial Services
Experience
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

Mark Temple, AIF Mark Temple, AIF Albany, New York Area Details
Mark Temple, AIF's Invesmart Experience 2002 - 2007
Job Managing Director ERISA Fiduciary Consultant
Industry Financial Services
Experience
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

Emily Escaba Emily Escaba Greater Seattle Area Details
Emily Escaba's Invesmart Experience March 2003 - October 2005
Job Conversion and Contribution Specialist
Industry Financial Services
Experience
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

Timothy Stone Timothy Stone Richmond, Virginia Area Details
Timothy Stone's Invesmart Experience November 2001 - February 2002
Job Technical Lead and Web Tier Architect
Industry Information Technology and Services
Experience
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

Bruce Gilpin Bruce Gilpin San Francisco, California Details
Bruce Gilpin's Invesmart Experience 2000 - 2005
Job CEO, Cofounder Versity Software
Industry Computer Software
Experience
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

Erin Eddins, CFP, ChFC Erin Eddins, CFP, ChFC Greater Seattle Area Details
Erin Eddins, CFP, ChFC's Invesmart Experience 2001 - 2006
Job Enabling people to make better financial life decisions.
Industry Financial Services
Experience
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

Ann Pearce Ann Pearce Greater Philadelphia Area Details
Ann Pearce's Invesmart Experience 1984 - 2001
Job at Schmittinger & Rodriguez, P.A.
Industry Legal Services
Experience
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

Julie Reinhardt Julie Reinhardt Austin, Texas Area Details
Julie Reinhardt's Invesmart Experience September 2000 - June 2006
Job Associate Advisor at Maxwell Locke & Ritter LLP
Industry Investment Management
Experience
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

Russell Griffin, CISSP Russell Griffin, CISSP Greater Pittsburgh Area Details
Russell Griffin, CISSP's Invesmart Experience 2000 - 2002
Job Senior Member of the Technical Staff, CERT, Software Engineering Institute, Carnegie Mellon University
Industry Computer & Network Security
Experience
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

Erik Daley, CFA Erik Daley, CFA Portland, Oregon Details
Erik Daley, CFA's Invesmart Experience 2000 - 2003
Job Experienced Retirement Benefits Consultant assisting employers in developing and maintaining effective retirement plans
Industry Investment Management
Experience
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

Mitchell Carr Mitchell Carr Dallas/Fort Worth Area Details
Mitchell Carr's Invesmart Experience 2002 - 2004
Job VP Business Development at LPL Financial
Industry Financial Services
Experience
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

Matthew Earl Matthew Earl Cincinnati Area Details
Matthew Earl's Invesmart Experience 2000 - 2001
Job Vice President, Managing Client Consultant, Institutional Services at Fifth Third Bank
Industry Investment Management
Experience
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

Neil Moody Neil Moody Harrisburg, Pennsylvania Area Details
Neil Moody's Invesmart Experience 2004 - 2006
Job Senior Analyst at Asset Strategy Retirement Plan Consultants
Industry Investment Management
Experience
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

David Davala David Davala Cleveland/Akron, Ohio Area Details
David Davala's Invesmart Experience July 2003 - 2006
Job Senior Consultant at Findley Davies | I assist companies with integrating their pension plans with corporate strategy
Industry Management Consulting
Experience
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

A.J. Walker A.J. Walker Portland, Maine Area Details
A.J. Walker's Invesmart Experience January 2001 - April 2004
Job Managing Principal at Guidance Point Retirement Services, LLC
Industry Financial Services
Experience
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

Nicole Belleville Nicole Belleville Houston, Texas Area Details
Nicole Belleville's Invesmart Experience July 2004 - October 2005
Job Curriculum Developer/LMS System Admin at Oceaneering Int'l., Inc.
Industry Oil & Energy
Experience
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

Lori Burton, CRCR Lori Burton, CRCR Bangor, Maine Details
Lori Burton, CRCR's Invesmart Experience May 2001 - May 2003
Job Revenue Cycle Quality & Training Manager at Eastern Maine Health System
Industry Hospital & Health Care
Experience
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

Kimberly Weibley Kimberly Weibley Harrisburg, Pennsylvania Area Details
Kimberly Weibley's Invesmart Experience 2003 - 2011
Job Retirement Plans Manger at The Bon Ton Stores Inc.
Industry Retail
Experience
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

Martin Barkman Martin Barkman United States Details
Martin Barkman's Invesmart Experience October 1999 - February 2001
Job Executive
Industry Computer Software
Experience
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

Aaron Wine Aaron Wine Austin, Texas Area Details
Aaron Wine's Invesmart Experience 1999 - 2003
Job Strategic Account Manager at Epicom Corporation
Industry Utilities
Experience
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

Keith Nilsen Keith Nilsen Greater Philadelphia Area Details
Keith Nilsen's Invesmart Experience 1995 - 2005
Job Senior Investment Advisor at The Standard
Industry Financial Services
Experience
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

Lori Wenzl Davis, CPC, QPFC, CFP® Lori Wenzl Davis, CPC, QPFC, CFP® Tampa/St. Petersburg, Florida Area Details
Lori Wenzl Davis, CPC, QPFC, CFP®'s Invesmart Experience 2001 - 2007
Job Transition Consultant at Transamerica Retirement Solutions
Industry Financial Services
Experience
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

Jamie Miller, QPA, QKA Jamie Miller, QPA, QKA Carlisle, Pennsylvania Details
Jamie Miller, QPA, QKA's Invesmart Experience January 2001 - February 2007
Job Associate Vice President of Operations at United Retirement Plan Consultants
Industry Financial Services
Experience
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

Jennifer Bland Jennifer Bland Austin, Texas Area Details
Jennifer Bland's Invesmart Experience 2001 - 2004
Job Conversion Consultant at Charles Schwab
Industry Financial Services
Experience
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

Paul Nadell Paul Nadell Portland, Maine Area Details
Paul Nadell's Invesmart Experience May 2001 - July 2006
Job Manager of Trade Operations at Standard Insurance Company
Industry Financial Services
Experience
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

David Houk David Houk Greater Seattle Area Details
David Houk's Invesmart Experience March 2002 - May 2002
Job
Industry Fund-Raising
Experience
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.

Diane Stevenson, SPHR Diane Stevenson, SPHR Santa Clara, California Details
Diane Stevenson, SPHR's Invesmart Experience September 1999 - April 2002
Job Senior HR Manager at Renesas
Industry Semiconductors
Experience
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

Fred Huber Fred Huber Greater Boston Area Details
Fred Huber's Invesmart Experience 2001 - 2004
Job Senior Business Development Manager at The Capital Group Companies
Industry Financial Services
Experience
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

Kim Camillo Kim Camillo Greater Pittsburgh Area Details
Kim Camillo's Invesmart Experience 2001 - 2005
Job Business Solutions Executive
Industry Financial Services
Experience
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

Brooke Kissler, CPA Brooke Kissler, CPA Pittsburgh, Pennsylvania Details
Brooke Kissler, CPA's Invesmart Experience August 2005 - August 2006
Job Manager of Risk Reporting, VP Risk Management
Industry Accounting
Experience
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

Mark Gensheimer Mark Gensheimer Greater Pittsburgh Area Details
Mark Gensheimer's Invesmart Experience 1999 - July 2005
Job President at CS McKee
Industry Financial Services
Experience
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

Tanya Keister Tanya Keister Raleigh-Durham, North Carolina Area Details
Tanya Keister's Invesmart Experience 2000 - 2002
Job Retirement Plan Administrator and Consultant at MVP Plan Administrators, Inc.
Industry Financial Services
Experience
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

Jay Yun Jay Yun Anchorage, Alaska Area Details
Jay Yun's Invesmart Experience May 2004 - February 2006
Job Senior Programmer / Analyst at The Tatitlek Corporation
Industry Information Technology and Services
Experience
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

Kathleen (Kathy) Jackson Kathleen (Kathy) Jackson Tulsa, Oklahoma Details
Kathleen (Kathy) Jackson's Invesmart Experience 2005 - 2006
Job VP, Relationship Manager at BOK Financial
Industry Financial Services
Experience
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

Jeremy Bligh Jeremy Bligh San Francisco Bay Area Details
Jeremy Bligh's Invesmart Experience February 2004 - January 2005
Job Project Accountant at WEBCOR Builders
Industry Construction
Experience
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

Joseph McElhinny Joseph McElhinny Greater Pittsburgh Area Details
Joseph McElhinny's Invesmart Experience May 2005 - August 2006
Job Vice President / Senior Underwriter PNC Metals Group
Industry Financial Services
Experience
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

Neal Bransford, CIMA®, QPA Neal Bransford, CIMA®, QPA Cincinnati Area Details
Neal Bransford, CIMA®, QPA's Invesmart Experience 2000 - 2006
Job Regional Senior Investment Advisor at The Standard
Industry Financial Services
Experience
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

Carrie Lyons Carrie Lyons Louisville, Kentucky Area Details
Carrie Lyons's Invesmart Experience January 2000 - February 2004
Job Senior Strategic Account Manager at Total Traffic Network
Industry Marketing and Advertising
Experience
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

Belinda Parry Belinda Parry Charlotte, North Carolina Details
Belinda Parry's Invesmart Experience 2000 - 2002
Job Administrative Assistant at Unitarian Universalist Church of Charlotte
Industry Religious Institutions
Experience
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

Seth Wax Seth Wax San Francisco Bay Area Details
Seth Wax's Invesmart Experience May 2000 - February 2004
Job Vice President Financial Solutions Advisor at Merrill Edge
Industry Financial Services
Experience
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

Stacy Heistand Stacy Heistand Harrisburg, Pennsylvania Area Details
Stacy Heistand's Invesmart Experience 1998 - 2003
Job Senior Consultant at Asset Strategy Retirement Plan Consultants
Industry Financial Services
Experience
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

Karen (Zavoda) Prcela Karen (Zavoda) Prcela Cleveland/Akron, Ohio Area Details
Karen (Zavoda) Prcela's Invesmart Experience 1998 - 2000
Job Account Manager at Privately held company
Industry Financial Services
Experience
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

Renee Courey Renee Courey Charlotte, North Carolina Area Details
Renee Courey's Invesmart Experience 2000 - 2007
Job VP, Product Manager
Industry Financial Services
Experience
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

Jeff Spindler Jeff Spindler Greater Pittsburgh Area Details
Jeff Spindler's Invesmart Experience 2000 - 2006
Job VP, HR Business Partner, PNC
Industry Financial Services
Experience
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

Jennifer Giotto Jennifer Giotto Greater Pittsburgh Area Details
Jennifer Giotto's Invesmart Experience 2000 - 2007
Job Attorney and Owner, Giotto Law, P.C.
Industry Law Practice
Experience
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

Judith Rohr, QKA, CRSP Judith Rohr, QKA, CRSP Louisville, Kentucky Area Details
Judith Rohr, QKA, CRSP's Invesmart Experience August 2004 - November 2005
Job Account Executive/Transition Consultant at Retirement Management Services, LLC
Industry Financial Services
Experience
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

Jeff Kuntz Jeff Kuntz Cincinnati Area Details
Jeff Kuntz's Invesmart Experience 2000 - 2009
Job Relationship Manager
Industry Financial Services
Experience
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

Tracey Ashley, MBA, CCP Tracey Ashley, MBA, CCP Louisville, Kentucky Area Details
Tracey Ashley, MBA, CCP's Invesmart Experience 1999 - 2001
Job Lead Compensation & Benefits Analyst
Industry Human Resources
Experience
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

Paul Palguta Paul Palguta Greater Pittsburgh Area Details
Paul Palguta's Invesmart Experience 2000 - 2006
Job President & CEO at RiversEdge Advanced Retirement Solutions
Industry Financial Services
Experience
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

Valerie Kestler Burkhart Valerie Kestler Burkhart Austin, Texas Area Details
Valerie Kestler Burkhart's Invesmart Experience July 1999 - October 2007
Job Conference & Event Manager
Industry Events Services
Experience
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

Chris Burwell-Woo Chris Burwell-Woo San Francisco Bay Area Details
Chris Burwell-Woo's Invesmart Experience March 2000 - March 2008
Job Program Services Coordinator at San Mateo Community College District
Industry Higher Education
Experience
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

David Belko David Belko Cleveland/Akron, Ohio Area Details
David Belko's Invesmart Experience 1996 - 2001
Job Director, Trust Operations at The Standard
Industry Insurance
Experience
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

Cindy Castelli Cindy Castelli Cleveland/Akron, Ohio Area Details
Cindy Castelli's Invesmart Experience 2000 - 2007
Job Retirement Education Specialist at MassMutual Financial Group
Industry Insurance
Experience
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

Carol Jasin Carol Jasin Cleveland/Akron, Ohio Area Details
Carol Jasin's Invesmart Experience May 2005 - September 2006
Job Financial Services Professional
Industry Financial Services
Experience
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

Kent Buckles Kent Buckles Greater Atlanta Area Details
Kent Buckles's Invesmart Experience 1998 - 2006
Job Sr. VP, Director Retirement Strategies Group at Reliance Trust Company
Industry Market Research
Experience
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

Andrew Noniewicz Andrew Noniewicz Lewiston/Auburn, Maine Area Details
Andrew Noniewicz's Invesmart Experience 2002 - 2009
Job Financial Services Professional
Industry Financial Services
Experience
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, AIF John Kavanagh, AIF Greater Seattle Area Details
John Kavanagh, AIF's Invesmart Experience August 2002 - December 2006
Job ERISA Fiduciary Advisor at John Kavanagh Consulting, LLC
Industry Financial Services
Experience
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