J.P. Morgan Retirement Plan Services
Industry: Company
DescriptionFounded: 1998 Parent organizations: Great -West Financial (Canada), Inc., J.P. Morgan Invest Holdings LLC Subsidiary: CCA Small Business Group LLC
J.P. Morgan Retirement Plan Services List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at J.P. Morgan Retirement Plan Services. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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J.P. Morgan Retirement Plan Services Employees
Principal Financial Group December 2014 - Present
Wells Fargo Institutional Retirement and Trust April 2014 - November 2014
J.P. Morgan Retirement Plan Services June 2008 - March 2014
J.P. Morgan Retirement Plan Services June 2005 - June 2008
Bank One Investment Management Group January 2001 - June 2005
First Chicago NBD/Bank One August 1988 - January 2001
NBD Midwest Commerce Bank February 1987 - August 1988
Midwest Commerce Banking Company June 1985 - February 1987
Skills
Series 7, Series 63, Retirement, Relationship Development, Consensus Builder, Team Leadership, Client Service, Client Retention, Developing Client..., Problem Solving, 401k, Series 65, Series 6, Investment Strategies, Customer Retention, Asset Allocation, Mutual Funds, Consensus Building, Relationship Management, Client Services, Investments, Leadership, Asset Management, Financial Services, Management, Retirement Planning
Education
Indiana University Bloomington 1981 — 1985
B S, Finance
Fairview High School 1978 — 1981
American Century Investments January 2008 - Present
American Century Investments October 2001 - December 2007
J.P. Morgan Retirement Plan Services June 2000 - September 2001
J.P. Morgan Retirement Plan Services June 1997 - June 2000
Mercer Human Resource Consulting November 1993 - June 1997
Federal Reserve Bank of Kansas City June 1985 - November 1993
Skills
Sales, 401k, Retirement, Series 7, Investments, Mutual Funds, Asset Allocation, Investment Advisory, Wealth Management, Series 63, Investment Strategies, Retirement Planning
Education
Kansas State University
Bachelor of Science, Business Administration, Finance
Specialized Loan Servicing LLC February 2013 - Present
Experis September 2012 - February 2013
Hershey Skinner LLC December 2007 - July 2012
JP Morgan Retirement Plan Services August 2007 - December 2007
Budman Mastin & Hershey, LLC February 2006 - December 2006
Colorado Access March 2004 - August 2005
Skills
Litigation, Civil Litigation, Legal Research, Bankruptcy, Corporate Law, Due Diligence, Trials, Pleadings, Insurance, Immigration Law, Motions, Legal Writing, Westlaw, Legal Assistance, Foreclosures
Education
Arapahoe Community College 2010 — 2012
Paralegal Certificate
St. Mary's Universtiy 2005 — 2006
Jusirs Doctor, Completed First Year, Law
University of Colorado Boulder 2000 — 2003
Major: International Spanish for the Professions; Minor: Business Adminstration
National Christian Foundation Heartland July 2012 - Present
The Leukemia & Lymphoma Society November 2011 - March 2012
J.P. Morgan Retirement Plan Services June 2009 - October 2011
J.P. Morgan Retirement Plan Services June 2005 - June 2009
Skills
Process Development, Strategic Communications, Client Services, Administrative Support, Volunteer Ambassador -..., Financial Services, Recruiting, Process Simulation, Administrative..., Community Outreach, Event Planning, Team Building, Nonprofits, Volunteer Management, Organizational..., Customer Service
Education
Avila University
M. S. Organizational Development Psychology, Organizational Development
University of Missouri-Kansas City
Bachelor of Business Administration, Business Administration and Management, General
PHD Retirement Consultants May 2013 - Present
Bearence Management Group April 2010 - April 2013
Lockton Companies January 2009 - March 2010
Northwestern Mutual October 2006 - December 2008
J.P. Morgan Retirement Plan Services September 2002 - September 2006
Skills
Retirement, 401k, Consulting, Employee Benefits, ERISA, Public Speaking
Education
University of Alabama
B.A., Double Major, Behavioral Psychology and Journalism
Anderson University
M.D.
Rockhurst University
M.B.A., Finance
Vero Beach
Transamerica Mutual Funds August 2012 - Present
NRF Capital Markets, LLC March 2011 - February 2012
J.P. Morgan Retirement Plan Services August 2009 - December 2010
Wachovia Securities June 2008 - August 2009
PHH Home Loans January 2004 - December 2007
Skills
CRM, Investments, Sales, Finance, 401k, Series 7, Mutual Funds, Alternative Investments, Securities, Asset Allocation, Salesforce.com, Series 65, Series 63, Customer Service, Loans, Retirement Planning, Financial Services, Retirement, Wealth Management, Financial Planning, Asset Management, Financial Advisory, Financial Analysis
Education
Rutgers, The State University of New Jersey-Newark 2000 — 2004
B.S. Business Administration, Finance, Marketing
Florida Atlantic University 1998 — 1999
October Three Consulting March 2010 - Present
J.P. Morgan Retirement Plan Services October 2006 - March 2010
CCA Strategies May 2000 - October 2006
Towers Perrin September 1990 - May 2000
Skills
Defined Benefit, Retirement, Pensions
Education
The University of Texas at Austin 1985 — 1990
BS, Math
Kansas State Department of Education October 2014 - Present
J.P. Morgan Retirement Plan Services May 2013 - October 2014
Manson Karbank Burke September 2010 - May 2013
Cedarglen Welsh December 1999 - 2013
Kansas Supreme Court May 2009 - September 2010
Cornwell & Scherff May 2006 - December 2008
Washburn School of Law Clinic January 2008 - May 2008
Skills
Civil Litigation, Legal Research
Education
Washburn University School of Law 2006 — 2008
J.D., Law
McGill University
Certificate in International Arbitration, 3.45
Missouri State University
Bachelor's degree, History, 3.56
Financial Services February 2014 - Present
J.P. Morgan Retirement Plan Services March 2011 - January 2014
H&R Block February 2010 - April 2011
CenturyLink June 2006 - July 2009
Sprint October 2005 - June 2006
Sprint February 2005 - October 2005
Sprint August 2002 - February 2005
Sprint March 2000 - August 2002
Sprint July 1998 - March 2000
Skills
Leadership, Cross-functional Team..., Management, Process Improvement, Training, Change Management, Business Development, Recruiting, Human Resources, Call Centers, Employee Engagement, Business Process, Sales, Coaching, Six Sigma, Marketing, Lead Generation, Customer Service, Interviews, Finance, Time Management, Fundraising, Vendor Management, Strategic Planning, Financial Services, Business Analysis, Strategy, Relationship Management, Business Process..., Project Management, Telecommunications, Account Management, Team Building, Asset Management, Product Management, Financial Analysis, Customer Experience, Investments, CRM, Team Leadership, Salesforce.com, Strategic Partnerships, Business Strategy, Forecasting, Program Management, Analysis, Budgets
Education
University of Phoenix 2003 — 2007
MBA, Business
Indiana University—Purdue University Fort Wayne 1994 — 1997
Bachelor's, Management/Marketing
Johnson County Community College
Six Sigma Black Belt
JPMorgan Chase & Co December 2010 - Present
J.P. Morgan Retirement Plan Services October 2004 - December 2010
Banc One Corporation September 2000 - October 2004
Banc One Corporation June 1999 - September 2000
Pension Plans Associates, Inc January 1997 - June 1999
Education
Roanoke College 1992 — 1996
Bachelor of Arts (B.A.), Psychology
Roanoke College 1992 — 1996
B.A, Psychology
Enterprise Iron Financial Industry Solutions, Inc. December 2013 - Present
7027Foxtrot LLC March 2012 - Present
Leighnor Family November 1958 - Present
J.P. Morgan Retirement Plan Services March 2005 - November 2013
Antares Development Inc. August 1999 - April 2011
YRC Worldwide, Inc. May 1999 - March 2005
Metro Information Services March 1998 - April 1999
National Association of Insurance Commissioners November 1994 - February 1998
Bank IV August 1993 - November 1994
Boeing March 1988 - May 1993
Skills
COBOL, VSAM, Endeavor, MVS, JCL, Mainframe, Programming, TSO, Fileaid, REXX, Syncsort, Performance Tuning, CICS, Process Improvement, Dreamweaver, SDLC, Access, Databases, Xpediter, SPUFI, IBM Mainframe, DB2, Performance Improvement, IBM Utilities, ISPF, Easytrieve, SDSF, Aircraft, Systems Analysis, Visio, VM/CMS, Public Speaking, Job Scheduling, PowerPoint, Outlook, Quicken, Toastmasters, Civil Aviation, Cessna, Single Engine Land, Instrument Rated Pilot, Commercial Aviation, Microsoft Word, Endevor, DB2/SQL, Word, ITIL 2011 Foundations..., Business Analysis
Education
University of Phoenix 2001 — 2004
MBA, Business
Wichita State University 1983 — 1986
BS, Computer Science
Kansas State University 1977 — 1980
Nuclear Engineering, History, Computer Science
Goddard High School 1973 — 1977
EMPOWER Retirement 2015 - Present
J.P. Morgan Retirement Plan Services 2009 - 2014
American Century Investments 2004 - 2008
Sprint 2000 - 2004
American Century 1997 - 2000
US Central 1985 - 1997
Skills
Mutual Funds, Marketing, Management, Strategy, Business Planning, Project Management, Budgets, Series 63, Program Management, 401k, Investments, Series 6, Asset Managment, Series 7, Sales, Lead Generation, Product Marketing, Executive Management, Segmentation, Competitive Analysis, Leadership, Relationship Management, Strategic Planning, Investment Management, Portfolio Management, Asset Allocation, Investment Strategies, Alternative Investments, Banking, CRM, Finance, Business Development, Retirement, Analytics, Email Marketing, Training, Wealth Management, Product Management, Strategic Financial..., Securities, Risk Management, Retirement Planning, Market Research, Equities, Investment Advisory, Hedge Funds, Pensions, Vendor Management, Mergers & Acquisitions, Financial Analysis
Education
Avila University
BSBA, Marketing
University of Missouri-Kansas City
Certification, Professional Direct Marketing
University of Wisconsin-Madison
Certification, Management
J.P. Morgan January 2014 - Present
JPMorgan Retirement Plan Services June 2013 - Present
J.P. Morgan Retirement Plan Services January 2002 - Present
JPMorgan 1996 - Present
J.P. Morgan 1991 - 2010
American Century Investments October 1996 - January 2002
American Century Investments February 1993 - October 1996
Skills
JCL, Requirements Analysis, DB2, SDLC, COBOL, Mainframe
Education
University of Central Missouri 1980 — 1984
Computer Science & Math Functional Major, Math and computer engineering
Lexmark Enterprise Software June 2012 - Present
J.P. Morgan Retirement Plan Services June 2007 - April 2012
J.P. Morgan Retirement Plan Services January 2003 - June 2007
American Century Investments July 1999 - January 2003
American Century Investments June 1992 - July 1999
Skills
Self Starter, Results Oriented, Relationship Cultivation, Consultative Selling, Territory Analysis, Data Analysis, Organizational..., Fast Learner, Marketing Communications, Problem Solving, Database Management, Independent, Reliability, Client Loyalty, Multitasker, Data Integrity, Microsoft Office, Visio, Inside Sales, Direct Sales, Outstanding Customer..., Proactivity, Initiator, Lead Generation, Strategic Partnerships, Analysis, Project Management, Selling, Salesforce.com, Account Management, Customer Service, Relationship Management, New Business Development, Management, Goal Oriented, Sales, CRM, Business Analysis, Long-term Customer..., Database Admin, Leadership, Reporting
Education
University of Kansas 1987 — 1991
Bachelor of Arts, Communications
Blue Valley Highschool
CBIZ April 2013 - Present
J.P. Morgan Retirement Plan Services April 2011 - April 2013
CenturyLink January 2007 - April 2011
Embarq 2005 - 2007
JP Morgan 2003 - 2005
Sprint 2001 - 2003
Skills
Telecommunications, Project Management, Business Analysis, Management, Budgets, Business Process, Strategic Planning, Finance, Process Improvement, Business Process..., Leadership, Team Leadership, Software Documentation, Financial Analysis, Negotiation
Education
Baker University 2004 — 2007
Bachelor, Science in Management
Aquinas
Kansas State University
Lockton Companies September 2014 - Present
Johnson County Community College Foundation 2013 - Present
CAPTRUST February 2012 - August 2014
Overland Park Chamber of Commerce 2012 - August 2014
St. Michael's 2011 - July 2014
JP Morgan Asset Management June 2011 - January 2012
JP Morgan Retirement Plan Services January 1996 - June 2011
JPMorgan Chase 1996 - 2010
Hewitt Associates 1986 - 1994
Skills
401k, Retirement, Investments, Mutual Funds, Asset Managment, Series 7, Asset Allocation, Series 63, Pensions, Alternative Investments, Investment Advisory, Investment Strategies, Defined Benefit, Retirement Planning, Investment Management, Wealth Management, Hedge Funds, Securities, Financial Services, Portfolio Management
Education
Northwestern University - Kellogg School of Management 1989 — 1994
Masters of Management, Finance, Marketing, and Organizational Behavior
Indiana University Bloomington 1983 — 1986
Bachelor of Science (B.S.), Finance
Milliman September 2014 - Present
J.P. Morgan June 2013 - September 2014
Thrivent Financial August 2011 - June 2013
J.P. Morgan Retirement Plan Services April 2010 - August 2011
J.P. Morgan Retirement Plan Services January 2008 - April 2010
J.P. Morgan Retirement Plan Services May 2006 - January 2008
J.P. Morgan Retirement Plan Services August 2002 - May 2006
J.P. Morgan Retirement Plan Services January 2001 - August 2002
FBD Consulting LLC 1998 - 2001
Skills
Retirement, Financial Services, Series 7, Defined Benefit, Mutual Funds, Series 63, Asset Allocation, Business Analysis, Securities, Investments, Defined Contribution, Portfolio Management, CRM, Retirement Planning, Pensions, SDLC, Asset Managment, Asset Management, Relationship Management, Business Process Design, Strategic Planning, Project Management, Management, ERISA, Qualified Retirement..., Employee Benefits, Vendor Management, 401k, Investment Strategies
Education
The University of Texas at Austin 1997 — 1998
Masters of Science, Library and Information Science
University of Nebraska-Lincoln 1993 — 1997
Bachelor of Science, Secondary Education and Teaching
Seward High School 1991 — 1993
High Country Executive Search June 2014 - Present
Robert Half International April 2010 - June 2014
Neiman Marcus June 2009 - April 2010
JP Morgan Retirement Plan Services October 2008 - June 2009
J. Crew January 2006 - June 2008
Urban Outfitters May 2005 - January 2006
W Magazine March 2005 - April 2005
Women's Wear Daily January 2005 - March 2005
Skills
Customer Service, Supervisory Skills, Merchandising, Full-cycle Recruiting, Inside Sales, Sales Management, Healthcare recruiting, Staff Development, Staff Management, Employee Training, Editorial, Trade Publications, Human Resources, Teamwork, Microsoft Word, Leadership, Event Planning, Management, PowerPoint, Microsoft Excel, Sales, SDLC, Process Improvement, Recruiting, Operations Management, Coaching, Team Building, Project Management, Inventory Management, Budgets, Marketing Strategy, Microsoft Office, Negotiation, Strategic Planning, New Business Development, Retail, Project Planning, Apparel, Social Media, Outlook, Time Management, Public Speaking, Market Research, Employee Relations, Account Management, Team Leadership, Marketing, Customer Satisfaction, Cold Calling, Hiring
Education
Colorado State University 2001 — 2005
Fashion Merchandising
2008 FINRA
Series 6 and 63
Colorado State University
Bachelor of Science Degree, Apparel Merchandising
TIAA-CREF July 2006 - Present
J.P. Morgan Retirement Plan Services 1996 - 2006
Education
Avila University 1989 — 1990
M.B.A., Marketing
The University of Kansas 1986 — 1989
Business Administration
EMPOWER Retirement September 2014 - Present
J.P. Morgan Retirement Plan Services July 2013 - September 2014
State Street January 2013 - July 2013
State Street November 2011 - January 2013
State Street April 2010 - November 2011
Harte-Hanks October 2009 - March 2010
New York Life Insurance Company September 2008 - March 2009
Liberty Mutual June 2006 - January 2008
Liberty Mutual May 2002 - January 2006
Skills
Life Insurance, Fixed Annuities, Long-term Care, Insurance, Employee Benefits, Disability Insurance, Project Planning, Health Insurance, Risk Management, Strategic Financial..., PeopleSoft, Customer Service, Access, Financial Services, Claims Management, Superior Client Service, MCH, Microsoft Office
Education
Northwest Missouri State University 2010 — 2012
Master of Business Administration (M.B.A.)
Northwest Missouri State University 2002 — 2006
B.S., Business Management & Marketing
Lincoln College Prep High School 1998 — 2002
EMPOWER Retirement January 2015 - Present
J.P. Morgan Retirement Plan Services August 2012 - Present
Heart of MIssouri United Way June 2011 - August 2011
Skills
PowerPoint, Microsoft Office, Financial Analysis, Customer Service, Microsoft Excel, Accounting, Microsoft Word, Databases, Data Entry, Communication
Education
University of Missouri-Columbia, College of Business 2008 — 2012
Bachlor's, Finance, Minor: Economics
Great West Financial April 2015 - Present
J.P. Morgan Retirement Plan Services April 2005 - April 2015
Sprint 2001 - 2005
J&M Industries September 1997 - September 2000
Skills
PMP, Program Management, Project Management, Agile Project Management, Vendor Management, Risk Management, SDLC, Cross-functional Team..., SQL, Management, Business Analysis, Process Improvement, Leadership, Visio, DB2, Integration, ITIL, CRM, Telecommunications, MS Project, DB2 Analyzer, Release Management
Education
Emporia State University 1991 — 1997
Bachelor of Science, Computer Information Systems
Garnett High School 1988 — 1991
encompas January 2015 - Present
Fellert USA May 2013 - December 2014
Illuminations, Inc 2011 - 2012
JP Morgan Retirement Plan Services 2002 - 2005
JP Morgan Retirement Plan Services 2002 - 2003
Hallmark Cards 1999 - 2002
Skills
AutoCAD, Microsoft Office, Sustainable Design, Interior Design, InDesign, Revit, Customer Service, Sales, SketchUp, Adobe Creative Suite, Space planning, Strategic Planning, Contract Negotiation
Education
The George Washington University 2010 — 2012
Master of Fine Arts (MFA), Interior Design, Graduate
University of Missouri-Columbia 1996 — 1999
Bachelor of Science (B.S.), Apparel and Textile Marketing Management, Graduate
mandingoking January 2012 - Present
Ultimate Luxury Taxis April 2011 - Present
Creative Artist Press June 2003 - Present
Creative Artist Management LLC June 2003 - Present
Parking Meter Mangement Corporation June 1998 - Present
The Best of Nollywood Screening Series March 2011 - May 2012
JP Morgan Chase, Bank September 2005 - February 2009
J.P. Morgan Retirement Plan Services September 2004 - February 2009
Creative Artist label January 2000 - April 2005
Skills
Creative Writing, Screenwriting, Film Distribution, Publishing, Competitive Analysis, Film, New Media, Television, Digital Media, Entertainment, Sound, Publicity, Public Relations, Theatre, Video Production, Film Production, Advertising
Education
City University of New York-Brooklyn College 1995 — 1997
M.F.A, Film Directing
New York University 1993 — 1995
Diploma Film & Video, Film and Video Production
City University of New York-Hunter College 1989 — 1992
B.F.A, Theater and Film
Cargill January 2013 - Present
J.P. Morgan Retirement Plan Services August 2010 - December 2012
Wells Fargo Financial February 2009 - August 2010
Eclipse Services August 2008 - December 2008
State Farm Insurance May 2008 - August 2008
Kansas State Collegian August 2005 - May 2008
Kansas State Collegian 2005 - 2008
Skills
Sales
Education
Kansas State University 2004 — 2008
Bachelor, Business Administration; Marketing
Kansas State University 2004 — 2008
Minor, Leadership Studies
EMPOWER Retirement August 2014 - Present
J.P. Morgan Retirement Plan Services May 2004 - August 2014
J.P. Morgan Retirement Plan Services 2002 - 2004
J.P. Morgan/American Century Retirement Plan Services 2000 - 2002
Skills
Investments
Education
Baker University 1993 — 1997
Bachelor of Science, Psychology
TIAA-CREF March 2015 - Present
Fidelity Investments May 2012 - March 2015
J.P. Morgan Retirement Plan Services November 2010 - October 2012
Fidelity Investments 2006 - December 2010
LPL Financial Services 2005 - 2006
Schwab Institutional 2004 - 2005
Trust Company of the West January 2001 - November 2004
Trust Company of the West (TCW) 2000 - 2003
Skills
Series 6, Marketing, Sales, Account Management, Strategic Communications, Business Planning, Proposal Writing, Mutual Funds, Series 7, Series 63, Retirement, Financial Services, Investments, Relationship Management, Asset Managment, 401k, Retirement Planning
Education
UCI 2009 — 2009
Certificate in Financial Planning
University of Southern California 1996 — 2000
BS
Great-West Financial September 2014 - Present
J.P. Morgan Retirement Plan Services December 2010 - Present
J.P. Morgan Retirement Plan Services 2005 - December 2010
Essex Technology LLC March 2002 - March 2005
Hallmark Cards April 1990 - March 2002
Lab One, Inc. June 1988 - April 1990
Skills
ITIL, Access, Business Analysis, Process Improvement, Requirements Gathering, SharePoint, Software Documentation, Project Management, SQL, Analysis, Quality Assurance
Education
Wichita State University 1987 — 1989
Master of Arts, Sociology
Newman University 1983 — 1987
Bachelor of Arts, Administration-Computer Info Systems concentration, Sociology
Great-West Financial September 2014 - Present
J.P. Morgan October 2011 - August 2014
JP Morgan Retirement Plan Services July 2010 - October 2011
J.P. Morgan June 1997 - June 2011
Buck Consultants June 1995 - June 1997
Mercer Management Consulting 1992 - June 1995
American Fiduciary Corporation 1987 - 1992
Skills
401k, Pensions, Retirement, Relationship Management, Mutual Funds, Series 7, Asset Managment, Retirement Planning, Investments, Securities, Asset Allocation, Series 63, ERISA, Risk Management, FINRA, Defined Contribution, Financial Services, Fixed Annuities, Alternative Investments, Fixed Income, Portfolio Management, Wealth Management, Asset Management, Investment Management, Investment Strategies, Equities, Series 24, Series 65, Hedge Funds, Series 6, Employee Benefits, Uniform Combined State..., Client Services, Strategic Financial..., Financial Planning
Education
Pittsburg State University 1982 — 1986
Bachelors, Accounting, Economics, Finance
Xylem Inc. January 2015 - Present
Logan and Company, Inc. June 2013 - January 2015
JP Morgan Retirement Plan Services September 2008 - June 2013
Merrill Lynch July 1999 - August 2008
Skills
Series 7, 401k, Mutual Funds, Retirement, Financial Services, Investments, Retirement Planning, Wealth Management, Asset Management, Relationship Management, FINRA, Portfolio Management, Pensions, Defined Benefit
Education
Arapahoe Community College 1996 — 1999
Associate's degree, Accounting
Columbine High School 1995 — 1999
Great-West Financial September 2014 - Present
Wayside Waifs November 2009 - Present
J.P. Morgan Retirement Plan Services July 2011 - August 2014
Oracle February 2010 - July 2011
Sprint Nextel May 2006 - March 2009
Sprint November 2002 - May 2006
Sprint December 2001 - November 2002
Sprint June 1998 - December 2001
Sprint January 1990 - May 1998
Fluor Daniel November 1980 - December 1989
Skills
Vendor Management, Leadership, Team Building, PMP, Project Portfolio..., SDLC, IT Strategy, Program Management, PMO, Telecommunications, Business Process..., Integration, Business Process..., Outsourcing, IT Management, Business Analysis, Requirements Analysis, Software Project..., Project Management, Agile Project Management, Agile Methodologies, Wireless, Enterprise Architecture, Software Development, Business Transformation, Executive Management, Business Strategy, Solution Architecture, Call Center, Strategic Planning, Process Improvement
Education
University of Rhode Island 1976 — 1980
BS, Civil & Environmental Engineering
Scout Investments January 2014 - Present
J.P. Morgan March 2012 - January 2014
J.P. Morgan Retirement Plan Services February 2009 - February 2012
J.P. Morgan Retirement Plan Services July 2007 - January 2009
DST Systems January 2006 - May 2007
Skills
Mutual Funds, Investments, Series 63, Financial Services, Series 6, Asset Allocation, Pensions, Project Management, Qualified Retirement..., Proposal Writing, Leadership, Technical Writing, Writing, Critical Thinking, Organizational..., Prioritize Workload, Multi-tasked, Work Management, Team-oriented, Resource Coordination
Education
University of Kansas 2001 — 2005
Bachelor of General Studies, English Language and Literature/Letters
EMPOWER Retirement September 2014 - Present
J.P. Morgan Retirement Plan Services May 2011 - September 2014
J.P. Morgan Retirement Plan Services October 2010 - May 2011
J.P. Morgan Retirement Plan Services August 2007 - October 2010
J.P. Morgan Retirement Plan Services March 2006 - August 2007
Education
University of Colorado Boulder 1997 — 2001
Bachelor of Science, Broadcast Journalism
Hallmark Cards, Inc November 2013 - Present
J.P. Morgan Retirement Plan Services April 2006 - November 2013
DeMarche Associates Inc 2000 - 2006
Bandag 1979 - 1999
Skills
Investment Strategies, Asset Management, Investments, Capital Markets, Endowments, Asset Allocation, Asset Managment, Risk Management, Finance, Investment Management, Pensions, Portfolio Management, Mergers & Acquisitions, Mutual Funds, Institutional..., Alternative Investments
Education
University of Iowa 1985 — 1990
MBA, Finance
Iowa State University 1975 — 1979
BS, Accounting and Economics
SunGard 2011 - Present
J.P. Morgan Retirement Plan Services 2004 - 2010
Security Benefit 1998 - 2004
Security Benefit 1998 - 2004
Scudder Investments October 1996 - May 1998
Scudder Investments June 1995 - September 1996
Scudder Investments July 1991 - June 1995
Skills
Securities, Mutual Funds, Investments, Asset Managment, Vendor Management, Financial Services, Banking, Business Analysis, Strategy, Asset Management, Management, Relationship Management, Finance, Business Development, Process Improvement, Project Management, Risk Management, Retirement, Financial Planning, Budgets, Leadership, SDLC, Strategic Planning
Education
Baker University 1992 — 1994
Masters, Management
Kansas State University 1985 — 1988
Bachelors, Industrial Psychology
TIAA-CREF July 2014 - Present
TIAA-CREF October 2005 - June 2014
TIAA-CREF October 2005 - July 2009
JP Morgan Retirement Plan Services September 2002 - October 2005
JP Morgan February 2002 - October 2005
Infosys 2001 - 2005
Skills
SDLC, Business Analysis, Software Project..., IT Strategy, Requirements Analysis, DB2, COBOL, Vendor Management, Visio, Unix, Oracle, Mainframe, JCL, Banking, Financial Services, Business Intelligence, SQL, User Acceptance Testing, PL/SQL, OmniPlus, Disaster Recovery, ITIL, Business Requirements, Data Warehousing, Business Process, Software Development, IT Management, Requirements Gathering, Data Conversion, Systems Analysis, Enterprise Architecture, PMP, SOA, SharePoint, Solution Architecture, Data Modeling, ETL, Agile Methodologies, Agile Project Management, Software Documentation, Databases, TSO, VSAM, MS Project, Project Delivery, Fileaid, Scrum, MVS, Autosys, IT Service Management
Education
Indian School of Mines 1996 — 2000
Bachelor of Engineering (BEng), Mining Machinery Enineering (Mechanical and Electrical Engg)
CMC Ltd 1998 — 2000
Diploma in software Technology, Information Technology
Computer Certification 1997 — 1999
Diploma, Information Technology
DAV Public School
WakeTech
Transamerica Retirement Solutions August 2009 - Present
J.P. Morgan Retirement Plan Services April 2000 - January 2009
ADP June 1986 - April 2000
Education
Rockhurst University 1987 — 1990
MBA, Marketing
Rockhurst University 1981 — 1986
BSBA, Management
TIAA-CREF June 2011 - Present
Old Mutual Capital November 2007 - September 2009
J.P. Morgan Retirement Plan Services June 2006 - November 2007
American Century Investments May 1992 - May 2005
Education
Rockhurst University
Bachelor of Science, Business Administration, Marketing
Transamerica Retirement Solutions September 2012 - Present
Transamerica Retirement Solutions 2012 - 2015
Transamerica Retirement Solutions 2012 - 2015
The Newport Group June 2011 - March 2012
The Entrepreneur's Source July 2009 - June 2011
JPMorgan Retirement Plan Services October 2005 - January 2009
JP Morgan Retirement Plan Services October 2002 - October 2005
American Century/JPMorgan Retirement Plan Services January 2000 - October 2002
American Century/JPMorgan Retirement Plan Services January 1998 - January 2000
Pension Consultants and Administrators, Inc. 1994 - 1998
Skills
Strategic Planning, Vendor Management, Strategy, Process Improvement, Employee Benefits, Financial Analysis, Project Management, Business Analysis, Customer Service, Product Management, Leadership, Management, Team Building, Coaching, Team Leadership, Human Resources, CRM, Training, Mutual Funds, Sales Management, Business Planning, Budgets, Business Development, Mergers & Acquisitions, Account Management, Competitive Analysis, Small Business
Education
Keller Graduate School of Management 2003 — 2005
MBA, Marketing and International Business
The University of Texas at Arlington 1984 — 1986
MBA, Accounting
Boston University 1979 — 1982
B.A., Psychology
The Home Depot June 2011 - Present
Morgan Stanley Smith Barney June 2010 - April 2011
J.P. Morgan Retirement Plan Services November 2009 - June 2010
Heidelberg August 2007 - April 2009
ADP October 2006 - June 2007
Lockheed Martin Information Technology November 2005 - October 2006
Great American Insurance December 2004 - December 2005
Capital One December 2004 - December 2005
IPS-Sendero January 2002 - November 2003
Ajilon July 2001 - December 2001
Education
Roosevelt University 1993 — 1995
Masters, Information Systems
Roosevelt University 1986 — 1988
Bachelors, Business Administration
TIAA-CREF September 2014 - Present
National Advisors Trust March 2012 - September 2014
J.P. Morgan December 2010 - March 2012
J.P. Morgan Retirement Plan Services January 2009 - December 2010
J.P. Morgan Retirement Plan Services January 2007 - January 2009
J.P. Morgan Retirement Plan Services December 2005 - January 2007
J.P. Morgan Retirement Plan Services December 2000 - December 2005
American Century Investments January 1997 - December 2000
American Century Investments January 1994 - December 1996
American Century Investments September 1991 - January 1994
Skills
Marketing Communications, Leadership, Strategic Communications, Marketing, Internal Communications, Relationship Management, Business Planning, Project Management, Strategic Planning, Advertising, 401k, Public Speaking, Marketing Strategy, Brand Management, Program Management, Budgets, Training, Corporate Communications, Sales Presentations, Retirement, New Business Development, Social Media, Sales, Analysis, Retirement Planning, Product Promotion, Corporate Recruiting, Sales Process, Conference Coordination, Conference Design
Education
Webster University 1992 — 1995
Master of Arts, Marketing
Missouri State University 1983 — 1987
Bachelor of Arts (BA), English Language and Literature/Letters
National Advisors Trust Company, FSB February 2014 - Present
J.P. Morgan July 2012 - February 2014
J.P. Morgan Retirement Plan Services January 2008 - July 2012
J.P. Morgan January 2006 - January 2008
J.P. Morgan Retirement Plan Services February 2005 - January 2006
J.P. Morgan August 2004 - February 2005
Target Corporation July 2003 - August 2004
A Full House May 2001 - July 2003
Skills
Relationship Management, Leadership, Project Management, Relationship Building, Retirement, Investments, Mutual Funds, Retirement Planning, Financial Services, Insurance, Series 63, Hold Series 7, Series 65, ASPPA- RFP 1 & 2, 401k, Training, Series 6, CRM, Strategic Planning, Defined Contribution, Client Services, Thought Leadership, Trust Services
Education
Baker University 2006 — 2008
M.B.A.
The University of Kansas 1996 — 2001
B.A.
Baker University
MBA
The University of Kansas
BA
The Kansas City CARE Clinic September 2011 - Present
J.P. Morgan Retirement Plan Services January 1993 - September 2011
JP Morgan November 1999 - July 2004
American Century Investments January 1993 - October 1999
Education
The University of Kansas 1987 — 1992
EMPOWER Retirement February 2010 - Present
J.P. Morgan Retirement Plan Services September 2009 - March 2010
AIM Investmentnts October 2003 - August 2009
Skills
Investments, 401k, Mutual Funds, Leadership, Relationship Management, Retirement Planning, Coaching, Financial Services, Salesforce.com, Series 6
Education
Metropolitan State University of Denver 2001 — 2003
Bachelor of Arts, Marketing
American Century Investments October 2012 - Present
J.P. Morgan Asset Management January 2012 - October 2012
J.P. Morgan Retirement Plan Services March 2010 - January 2012
J.P. Morgan Retirement Plan Services 1995 - May 2010
Mutual Fund Education Alliance November 1994 - May 1995
Sinai Health System January 1990 - May 1994
Skills
Internal & External..., Leadership, Marketing, Retirement Planning, Presenter, Business Development, Employee Benefits, Media Relations, Department Budgeting, Program Management, Coaching, Writing, Executive Presentation..., Team Facilitation, Financial Services, Relationship Management, Strategy, Retirement, 401k, CRM, Investments, Internal Communications
Education
University of Detroit Mercy 1985 — 1989
BA, Communication Studies
Regina High School
BD Consulting Group June 2015 - Present
Rose International March 2013 - November 2014
Rose International May 2012 - November 2012
DISYS February 2012 - June 2012
Conversion Services International, Inc. October 2005 - January 2012
Bank of America September 2010 - December 2011
PNC Bank April 2009 - July 2010
NYISO October 2005 - February 2009
JP Morgan Retirement Plan Services July 2006 - September 2006
Bank of America: Cosumer Real Estate Settlement Services January 2002 - June 2005
Skills
Business Process..., Six Sigma, Process Improvement, Change Management, Risk Management, Management Consulting, Banking, Lean Manufacturing, Training, Business Intelligence, Project Management, CRM, Business Process, Program Management, Project Planning, Integration, Leadership, Operations Management, MS Project, Budgets, Mergers & Acquisitions, Business Analysis, Vendor Management, Management, Business Transformation, Cross-functional Team..., Coaching, Strategy, PMP, Project Portfolio...
Education
Culver Stockton College 1983 — 1986
BA, Accounting & Economics
Bradley University 1986 — 1986
Commerical Lending
Medibase Healthcare Solutions 2012 - 2013
Onlife Health August 2008 - March 2011
Onlife Health 2008 - 2010
J.P. Morgan Retirement Plan Services July 2003 - May 2008
Skills
Healthcare, Data Analysis, Process Improvement, Coaching, Strategic Planning, Team Building, Public Speaking, Customer Service, Vendor Management, Research, Marketing, Budgets
Education
Colorado State University 1999 — 2002
B.A., Economics
WageWorks September 2010 - Present
JP Morgan Retirement Plan Services July 2008 - September 2010
JP Morgan Retirement Plan Services July 2007 - July 2008
DST Systems June 2004 - July 2007
Strong 2002 - 2004
Merrill Lynch 1999 - 2001
Skills
Business Analysis, Employee Benefits, Vendor Management, Financial Services, Process Improvement, Customer Service, Call Centers, Risk Management, Insurance, Change Management, Investments, Management, Retirement Planning, Business Planning, CRM
Education
Illinois State University 1990 — 1992
MBA
The University of Kansas 1985 — 1989
BA, Economics
Organo Gold International January 2015 - Present
More 4 Less Organic Bath & Body Spa Baskets November 2014 - June 2015
Hilton Reservations Worldwide January 2009 - July 2014
Tampa Hillsborough Action Plan March 2007 - January 2009
Ardyss 2008 - 2009
Ardyss 2008 - 2009
J.P. Morgan Retirement Plan Services March 2004 - August 2005
JP Morgan Chase Retirement Services May 2002 - June 2004
JP Morgan Chase Retirment Services March 2000 - May 2002
JP Morgan Chase Credit Card January 1998 - March 2000
Skills
Customer Service, Team Leadership, Outlook, Microsoft Excel, Teamwork, Adhering to values, Communication and..., Coping with pressure, Following instructions, Reliable, Telephone Skills, Punctual, Staff training & support, Microsoft Visio, Microsoft Access, Powerpoint, Microsoft Word, Call Centers, PowerPoint, Customer Satisfaction, Team Building, Software Documentation, Following Instructions, Leadership, Microsoft Office, Access, Public Speaking, Management
Education
University of Phoenix 2011 — 2013
BSHA/HIS, Health Administration/HealthInformation Systems, GPA 3.87
Kingsborough Community College 1988 — 1990
AA, Marketing
Retirement Plan Services March 2014 - Present
J.P. Morgan Retirement Plan Services September 2012 - March 2014
J.P. Morgan Retirement Plan Services June 2011 - September 2012
Bank of Blue Valley April 2004 - June 2011
Wal-Mart 2000 - 2001
Wal-Mart 1993 - 2000
Skills
RESPA, FHA financing, Conventional, Mortgage Servicing, Post Closing, Secondary, Store Management, District Management, Retail Buying, Grocery, Wal-Mart, Training & Development, Recruitment/Retention, Loss Prevention, Cash Handling, 10 Key
Education
Northwest Missouri State University 1989 — 1993
BS, Merchandising of Apparel & Furnishings
Wells Fargo Institutional Retirement & Trust July 2012 - Present
J.P. Morgan Retirement Plan Services May 2011 - July 2012
Transamerica Retirement Solutions November 2007 - May 2011
Regions Bank July 2003 - November 2007
AEGON Americas March 2000 - July 2003
AEGON Americas 1993 - 2001
Skills
Series 6, Series 63, Retirement Planning, Customer Retention, Deadline Driven, FWCEBC Member, Investment Management, Corporate Trust, Strategic Communications, Exce, Negotiation, Microsoft Word, Microsoft Office, Microsoft Excel, Lotus Notes, Sales Presentations, Financial Advisory, 401k, Investments, Retirement, Employee Benefits, Life Insurance, Fixed Annuities, Mutual Funds, Finance, Relationship Management, Financial Services
Education
University of South Florida 1996 — 2002
Bachelors, Finance
St. Petersburg Junior College 1994 — 1996
Associates of Arts, Business Administration and Management, General
Brebeuf Jesuit Prepatory High School 1984 — 1988
High School Diploma
Large Retirement Plan Services company March 2015 - Present
J.P. Morgan Retirement Plan Services January 2008 - April 2015
Freelance Designer at EchoChurch.tv April 2006 - March 2013
Beach Bums Cartoon Cafe, Beach Bums Productions May 2005 - June 2009
PromiseLand West June 2004 - December 2008
J.P. Morgan Retirement Plan Services July 2003 - December 2007
American Century J.P November 1993 - July 2003
Skills
HTML + CSS, User Interface Design, User Experience, Illustrator, Photoshop, Dreamweaver, InDesign, HTML, CSS, Graphic Design, Flash, JavaScript, PHP, ActionScript, XML, Web Design, jQuery, Microsoft Office, Adobe Acrobat, Wordpress, Adobe Creative Suite, Final Cut Pro, Mac, Interaction Design, WordPress, Video Production, Photography, Multimedia
Education
Platt College 1995 — 1996
Associate Degree, Advanced Computer Graphic Design
Oral Roberts University 1985 — 1990
BS, Commercial Art
J.P. Morgan Retirement Plan Services April 2011 - Present
J.P. Morgan Retirement Plan Services October 2009 - April 2011
Invesco Aim October 2006 - August 2009
Invesco Aim October 2003 - October 2006
RH Donnelley August 2002 - October 2003
Charles Schwab July 2000 - November 2001
Skills
Leadership, Customer Service, Training, Series 7, Insurance, Mutual Funds, Business Analysis, Research, Analysis, Call Centers, Coaching, Microsoft Excel, Recruiting, Risk Management, Access, Outlook, Employee Benefits, Process Improvement, Salesforce.com, Microsoft Office, PowerPoint, Financial Analysis, 401k, Banking, Series 63, Project Management, Sales, Quality Assurance
Education
University of Northern Colorado 1996 — 2000
BA, Political Science and Minored in Business
Black & Veatch March 2015 - Present
Ryan Transportation Service, Inc. June 2012 - December 2014
J.P. Morgan October 2005 - February 2012
J.P. Morgan Retirement Plan Services September 2003 - October 2005
Skills
Sales, Marketing, Process Improvement, New Business Development, Strategic Planning, Marketing Strategy, Account Management, Project Management, Business Development, Operations Management, Salesforce.com, Microsoft Office, Sales Management, Customer Service, Microsoft Dynamics, Adobe Acrobat, Nitro, CRM databases, Email Marketing, Outbound Marketing, Inbound Marketing, Inbound Lead Generation, Organizational..., Analytic Problem Solving, Goal-driven leader
Education
The University of Kansas 1999 — 2003
Liberal Arts, Psychology, minor in Sociology
JP Morgan Retirement Plan Services 2013 - 2014
College Park Family Care Center 2011 - 2012
KVC Health Systems, Inc 2009 - 2010
Sprint Nextel 2006 - 2009
lock\line, LLC, a DST affiliate 2004 - 2005
State Street (formerly a DST Systems subsidiary) 1999 - 2003
Disney Direct Marketing Services, Inc. 1994 - 1998
DST Systems, Inc. 1985 - 1990
R. H. Macy's 1979 - 1985
Rothschild's & Sons 1973 - 1979
Skills
Employee Relations, Onboarding, Recruiting, Performance Management, Human Resources, Organizational..., Interviews, Training, Employee Training, Employee Benefits, Leadership, Management, New Hire Orientations, Sourcing, Deferred Compensation, Payroll, Staff Development, Leadership Development, Career Counseling, Relationship Management
Education
SHRM Certification 2015 — 2015
SHRM -CP Certification
The University of Kansas 1989 — 1992
BA, Organizational Communication, 3.76/3.82
Metropolitan Community College-Penn Valley
Associate's Degree, Liberal Arts and Sciences/Liberal Studies, 3.625
Johnson County Community College 2010 — 2010
SHRM Learning Systems -PHR
JPMorgan Chase & Co. September 2014 - Present
JPMorgan Chase May 2012 - September 2014
GSI Commerce February 2012 - May 2012
J.P. Morgan Retirement Plan Services June 2010 - February 2012
Regulatory DataCorp August 2007 - May 2010
Chase December 2004 - August 2007
Health Market Science March 2004 - December 2004
Fusura August 2002 - July 2003
Education
Pennsylvania State University 1996 — 2001
BS, Computer Engineering
Great-West Financial September 2014 - Present
J.P. Morgan Retirement Plan Services June 2003 - August 2014
J.P. Morgan American Century Retirement Plan Services August 1999 - June 2003
American Century Investments December 1992 - August 1999
American Century Investments February 1992 - December 1992
American Century Investments July 1990 - February 1992
American Century Investments June 1989 - July 1990
American Century Investments January 1988 - June 1989
American Century Investments September 1987 - January 1988
Skills
Operations Management, Vendor Management, Contract Negotiation, Budgeting, Project Management, Budgets, Management, Agile Project Management, Manage Client..., Vendor Relations, Mentoring, Arbitration, Mediation, Mutual Funds, Financial Services, Investments, Securities, Series 63, FINRA, Training, Forecasting, Leadership, CRM
Education
Webster University 1998 — 2000
M.B.A., Business Administration
Missouri State University 1984 — 1985
B.S., Economics and General Business
Raytown South High School 1974 — 1977
Diploma, General
Vitech Systems Group September 2009 - Present
TD Ameritrade July 2009 - September 2009
Sapient October 2006 - December 2008
J.P. Morgan Retirement Plan Services August 2005 - October 2006
American Century Investments September 2004 - August 2005
Sphere Technology June 2003 - August 2004
Sprint May 1998 - May 2003
PacifiCare Health Systems 1990 - 1998
Skills
Program Management, Vendor Management, PMP, Requirements Analysis, Project Management, Project Planning, Budgets, SDLC, PMO, Business Analysis, Software Project..., Process Improvement, Business Process..., Project Portfolio..., Integration, Requirements Gathering, Consulting, Outsourcing, Telecommunications, Strategy, Cross-functional Team..., Management, Enterprise Software, Leadership, Risk Management, Testing, Business Process, Team Building, IT Strategy, CRM, Information Technology, Resource Management
Education
California State University-Long Beach 1979 — 1984
MBA
Claremont McKenna College 1974 — 1978
BA
American Century Investments June 2013 - Present
American Century Investments December 2011 - June 2013
American Century Investments July 2004 - February 2012
JP Morgan Retirement Plan Services June 2003 - July 2004
JPMorgan/American Century Retirement Plan Services January 2001 - June 2003
JPMorgan/American Century Retirement Plan Services October 1998 - January 2001
Skills
Visio, Vendor Management, Product Management, User Experience, Axure, HTML + CSS, Agile Methodologies, Business Analysis, Digital Marketing, Interaction Design, Analytics, Online Marketing, Google Analytics, HTML, Integrated Marketing, Management, Information Architecture, Project Management, Leadership, IT Strategy, E-commerce, Business Development, Digital Strategy, Entrepreneurship, Web Analytics, CRM, Email Marketing
Education
The George Washington University - School of Business 2005 — 2006
Master's Certificate, Project Management
University of Missouri-Kansas City 1998 — 2000
MBA, Management Information Systems
Rockhurst University 1994 — 1997
BA, Industrial Relations
Texas A&M University 1988 — 1990
EMPOWER Retirement January 2011 - Present
J.P. Morgan Retirement Plan Services January 2007 - January 2011
J.P. Morgan Retirement Plan Services January 2006 - January 2007
J.P. Morgan Retirement Plan Services January 2004 - January 2006
J.P. Morgan Retirement Plan Services January 2002 - January 2004
Scudder Kemper Retirement Plan Services July 1999 - January 2002
Skills
Operations Management, Manage Client..., Defined Contribution, OmniPlus, Financial Services, Mutual Funds, 401k
Education
Baker University 2003 — 2005
MBA
Rhode Island College 1993 — 1995
B.A., Communication Arts
Dean College 1991 — 1993
A.A., Communication Arts
YRC Worldwide Technologies 2012 - Present
YRC Enterprise Services, Inc. 2012 - Present
YRC Freight 2011 - Present
TD Ameritrade June 2010 - 2012
JPMorgan Retirement Plan Services January 2008 - May 2010
J.P. Morgan Retirement Plan Services 2008 - 2010
Performanace Contracting Group April 2001 - December 2007
PCG 2001 - 2007
State Street 1996 - 1997
Hallmark Cards, Inc. 1985 - 1997
Skills
Strategic Planning, Management, Business Analysis, SDLC, Project Management, Vendor Management, MS Project, Quality Assurance, Requirements Analysis, Scrum, Software Development, Program Management, PMP, Agile Methodologies, Project Portfolio...
Education
Pittsburg State University 1980 — 1984
Bachelor of Science (BS), Mathematics and Computer Science
Westminster College (MO) 1980 — 1983
Computer Science
Great-West Financial October 2014 - Present
J.P. Morgan Retirement Plan Services September 2010 - September 2014
Morgan Stanley May 1998 - October 2010
CNA Insurance September 1995 - October 1997
ComEd January 1985 - January 1995
Skills
SDLC, Fixed Income, Process Improvement, Business Analysis, IT Strategy, Business Intelligence, Portfolio Management, Vendor Management, Asset Management, Data Warehousing, Risk Management, Software Development, Change Management, CRM, Financial Services, PMO, Requirements Gathering, Software Documentation, Analytics, Business Process..., Visio, Program Management, Disaster Recovery, Project Portfolio..., Analysis, Leadership, Enterprise Architecture, Software Project..., Requirements Analysis, Business Process, PMP, Management
Education
University of Illinois at Chicago 1993 — 1997
MA, History
Syracuse University 1982 — 1984
M.S., Information Resources Management
Knox College 1975 — 1979
BA, International Relations
Wilde Lake High School 1971 — 1975
Empower Retirement July 2015 - Present
Empower Retirement March 2013 - Present
J.P. Morgan December 2010 - March 2013
J.P. Morgan Retirement Plan Services April 2007 - December 2010
Ad Astra Information Systems August 2005 - December 2006
Sprint January 1999 - August 2005
Skills
Investor Relations, Communication Training, Communications Planning, Speech Writing, Financial Services, Marketing Communications, Messaging, Social Media, Integrated Marketing, Relationship Management, Strategy, Alternative Investments, Fixed Income, Project Management, Content Management, Thought Leadership
Education
Rockhurst University - Executive Fellows Program 1998 — 2000
MBA, Business Administration, Management and Operations
Avila University 1983 — 1987
Bachelor's degree, Psychology
Great-West Financial August 2014 - Present
J.P. Morgan Chase 2012 - Present
J.P. Morgan Chase 2010 - 2012
J.P. Morgan Chase January 2008 - January 2010
J.P. Morgan Retirement Plan Services 2003 - 2008
American Century Investments 1993 - 2003
Yellow Freight 1990 - 1993
Skills
Vendor Management, Project Management, PMO, Business Analysis, Financial Services, Agile Methodologies, Risk Management, PMP, SDLC
Education
Baker University 2002 — 2004
MBA, Business/Finance
Truman State University 1985 — 1989
Computer Science / Accounting
Great-West Financial 2014 - Present
J.P. Morgan Retirement Plan Services August 2005 - August 2014
GEM Group 2002 - 2005
Gamma Phi Beta Sorority 1999 - 2000
Education
University of Oklahoma 1995 — 1999
Bachelor of Arts, Journalism
Salem Trust Company September 2014 - Present
The Foundation of Pelican Marsh, Inc. March 2014 - Present
JP Morgan Retirement Plan Services November 2006 - March 2013
JPMorgan Retirement Plan Services 1987 - November 2006
Skills
Management, Sales, 401k, Series 7
Education
Roosevelt University 1980 — 1982
Master of Business Administration (M.B.A.), With Honors, Finance
Northern Illinois University 1973 — 1977
Bachelor's Degree, Banking, Corporate, Finance, and Securities Law
Great-West Financial September 2014 - Present
J.P. Morgan Retirement Plan Services July 2007 - Present
Kronos Incorporated February 2006 - June 2007
Bellco Credit Union February 1997 - October 2005
Customer Insight Company / Experian November 1988 - February 1997
Skills
Corporate Communications, Financial Services, Marketing, Program Management, Management, Marketing Communications, Sales, CRM, Project Management, Sales Management, Strategic Partnerships, Leadership, Strategy, Sales Operations, Salesforce.com
Education
Regis University 1989 — 1991
Bachelor of Science, Business Administration
Metropolitan State University of Denver 1979 — 1981
Empower Retirement September 2014 - Present
J.P. Morgan Retirement Plan Services July 2003 - August 2014
J.P. Morgan Retirement Plan Services January 2000 - June 2003
J.P. Morgan Asset Management July 1996 - December 1999
Skills
Retirement, Investments, Mutual Funds, Asset Allocation, 401k, Financial Services, Series 7, Series 63, Asset Management, Retirement Planning, Wealth Management, Investment Strategies
Education
Cornell University 1992 — 1996
Bachelor of Science, Applied Economics and Business Management
Ameriprise Financial Services, Inc. June 2012 - Present
J.P. Morgan Retirement Plan Services August 2010 - June 2012
JPMorgan 2007 - June 2012
JPMorgan Retirement Plan Services March 2007 - April 2012
JPMorgan Retirement Plan Services 2000 - 2006
JPMorgan / American Century March 1998 - March 2001
American Century Investments May 1992 - August 1998
American Century Investments September 1997 - March 1998
Skills
Series 7, Series 63, Retirement, Marketing, New Business Development, Customer Service, Relationship Management, Business Development, Lead Generation, Sales Presentations, Sales, Strategic Planning
Education
Missouri Southern State University 1984 — 1986
Bachelor's degree, Marketing/Marketing Management, General
American Academy of Dramatic Arts-Los Angeles
J.P. Morgan January 2011 - Present
JPMorgan 2008 - December 2010
J.P. Morgan Retirement Plan Services 2008 - December 2010
JP Morgan Retirement Plan Services September 2008 - January 2010
Hewitt Associates 2003 - 2008
Skills
Portfolio Management, Credit, 401k, Valuation, Pensions, Retirement, Series 63, Risk Management, Series 7, Executive Management, Loans, Asset Management, Leadership, Investments, Management, Financial Services, Employee Benefits, Mutual Funds, Sales
Education
Niagara University 1977 — 1981
EMPOWER Retirement August 2014 - Present
J.P. Morgan Retirement Plan Services May 2014 - August 2014
Centurion Group April 2013 - November 2013
Merrill Lynch March 2011 - September 2012
Merrill Lynch June 2010 - March 2011
HSBC Securities April 2008 - June 2010
Skills
Series 7, Series 63, Series 65, Financial Services, Asset Allocation, Retirement Planning
Education
University of Pittsburgh
BS, Economics
J.P. Morgan Retirement Plan Services April 2010 - Present
J.P. Morgan Retirement Plan Services January 2008 - March 2010
FBD Consulting LLC September 1998 - January 2001
Education
The University of Texas at Austin 1997 — 1998
Masters Degree, Library and Information Science
University of Nebraska-Lincoln 1993 — 1997
St. Aidan's Episcopal Church September 2012 - May 2013
Seifert Communication September 2008 - January 2011
J.P. Morgan Retirement Plan Services January 2001 - July 2008
George K. Baum & Company January 1999 - April 2000
American Century Investments August 1986 - February 1998
Education
Episcopal Divinity School 2010 — 2012
Master of Arts in Theological Studies, Theology/Theological Studies
Rockhurst University
Business
The University of Kansas
BA, English
Empower Retirement October 2013 - Present
First Commonwealth Financial Advisors, Inc. February 2012 - October 2013
J.P. Morgan Retirement Plan Services 2008 - February 2012
ADP 2006 - 2008
Fifth Third Asset Management 2004 - 2006
Skills
401k, Retirement, Series 63, Defined Benefit, Series 7, Mutual Funds, Defined Contribution, Retirement Plan..., Investments, Retirement Planning, ERISA, Pensions, Wealth Management, Series 6, Employee Benefits, Asset Allocation, Asset Managment, Strategic Financial..., Uniform Combined State..., Investment Advisory
Education
Fi360 2012 — 2012
Accredited Investment Fiduciary (AIF®), Fiduciary Education
Fi360 2012 — 2012
Accredited Investment Fiducairy Analyst (AIFA®), Fiduciary Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1995 — 1998
Master of Business Administration (M.B.A.), Finance and Financial Management Services, Cum Laude
The American College 1993 — 1994
ChFC, Financial Services
Youngstown State University 1989 — 1993
Bachelor of Business Administration (B.B.A.), Finance, Cum Laude
Great-West Financial June 2015 - Present
J.P. Morgan Retirement Plan Services October 2009 - Present
Assurant Employee Benefits February 2009 - September 2009
Tek Systems August 2007 - December 2008
Independent Consulting April 2006 - May 2008
Armed Forces Insurance 2008 - 2008
H&R Block 2006 - 2008
Sprint 1988 - 2000
Skills
Business Analysis, Project Management, SDLC, Software Documentation, Business Process..., ITIL, Process Improvement, Management, Leadership, Vendor Management, Product Development, Budgets, Six Sigma, Analysis, Change Management, Business Intelligence, Requirements Analysis, Program Management
Education
Avila University 1986 — 1988
Towers Watson January 2015 - Present
Empyrean Benefit Solutions, Inc. January 2014 - January 2015
Empyrean Benefit Solutions December 2012 - January 2015
Empyrean Benefit Solutions August 2011 - December 2012
J.P. Morgan Retirement Plan Services 2010 - August 2011
J.P. Morgan Compensation Benefit Strategies 2009 - 2010
CCA Strategies 2006 - 2009
Hewitt Associates 2000 - 2006
Mesquite Independent School District 1999 - 2000
Skills
Defined Benefit, Pensions, Employee Benefits, SDLC, Actuarial Science, Requirements Analysis, Benefits Administration, Retirement, Process Improvement, Outsourcing, SQL, Project Management, 401k, Requirements Gathering, Performance Management, Data Analysis, Business Analysis, Access, Vendor Management, Pension Administration, HR Consulting, Training, Analysis, HRIS, Quality Assurance, SharePoint
Education
Texas A&M University 1993 — 1998
BS, Applied Mathematics
JP Morgan Vice PresidentJPMorgan Retirement Plan Services LLC1994 - Present
J.P. Morgan Retirement Plan Services 1994 - Present
Skills
Retirement, Asset Managment, Asset Management, Investments, Financial Services, 401k, Employee Benefits, Securities, Asset Allocation, Management, Process Improvement
Education
University of Nebraska-Lincoln
BSBA, Accounting + CPA
Wesstside & UNL
Wesstside & UNL
J.P. Morgan April 2012 - Present
J.P. Morgan Retirement Plan Services July 2010 - April 2012
Milliman 2008 - August 2010
JP Morgan October 1998 - July 2008
JP Morgan January 2005 - February 2007
Buck Consultants 1996 - 1998
Skills
Vendor Management, Series 63, Mutual Funds, Process Improvement, Series 7, Business Analysis, 401k, Financial Services, Asset Managment, Investments, Relationship Management, Retirement, Equities, Pensions, Series 6
Education
University of South Florida
J.P. Morgan Retirement Plan Services 2009 - Present
JPMorgan Retirement Plan Services September 2007 - Present
BrewzerBytes Designs 2006 - Present
Saint Luke's Health System April 1995 - June 2000
Education
Missouri State University 1978 — 1983
Boston Financial Data Services March 2014 - Present
Boston Financial Data Services May 2013 - March 2014
DST Systems January 2012 - April 2013
DST Systems July 2010 - December 2011
JP Morgan Retirement Plan Services January 2006 - July 2010
JP Morgan Retirement Plan Services February 2003 - December 2005
Sprint 2000 - 2003
DST Systems November 1994 - October 2000
Skills
Requirements Gathering, Quality Assurance, Requirements Analysis, Quality Center, Business Analysis, Process Improvement, Release Management, Requirements..., Quality Management, Quality Reporting, Design Collaboration, Information Solutions, Release Notes, Process Analysis, Process Engineering, Process Writing, Support Analysts, Support Management, JIRA, Software Quality Control, Software Industry, Software Verification, Software Deployment, Software Design, COBOL, Visio, Agile Methodologies, Software Documentation, SDLC, Triage, Zephyr, Data Mining, Data Migration
Education
Sprint PCS 2002 — 2002
Visual Basic Programming
Park University 1999 — 2000
Cobol Programming
Central Missouri State University 1985 — 1988
Bachelor of Science (B.S.), Business Administration, Management and Operations
JPMorgan Chase 2008 - Present
JP Morgan 2008 - Present
J.P. Morgan Retirement Plan Services 2008 - Present
American Century 2000 - Present
J.P. Morgan 2008 - 2012
American Century Investments 2000 - 2008
Aventis Pharmaceuticals 1986 - 2000
Marion Laboratories 1986 - 2000
sanofi-aventis 1986 - 2000
Marion Merrell Dow 1986 - 2000
Education
The University of Kansas
Bachelor of Science, Secondary Education
University of Missouri-Kansas City
Master of Arts, English
Montage Investments February 2015 - Present
Perceptive Software May 2014 - February 2015
Perceptive Software July 2012 - May 2014
J.P. Morgan Retirement Plan Services October 2007 - June 2012
J.P. Morgan Retirement Plan Services February 2007 - October 2007
J.P. Morgan Retirement Plan Services October 2005 - February 2007
State Street May 2002 - October 2005
Education
Rockhurst University 2005 — 2008
MBA, Management
Kansas State University 1997 — 2002
B.S. Business Administration, Finance
Kansas State University 1997 — 2002
B.S. Business Administration, Management Information Systems
Great-West Retirement Services September 2014 - Present
J.P. Morgan May 2011 - August 2014
JP Morgan Retirement Plan Services L.L.C. September 1997 - August 2014
JP Morgan January 2005 - May 2011
JP Morgan Retirement Plan Services August 2001 - January 2005
Centennial Life Insurance August 1980 - August 1983
Skills
Investments, Trading, Securities, Internal Controls, Management, Financial Services, Asset Management, Financial Analysis, Risk Management, 401k, SDLC, Valuation
Education
Johnson County Community College 1990 — 1992
Assoc, General
ALPS, A DST Company March 2012 - Present
Franklin Templeton Investments November 2010 - February 2012
Reflow Management January 2009 - October 2010
ALPS Fund Services, Inc. June 2006 - October 2007
ALPS Fund Services, Inc. February 2006 - May 2006
ALPS Mutual Funds Services August 2005 - February 2006
J.P. Morgan Retirement Plan Services October 2004 - July 2005
PFPC Worldwide June 2000 - May 2004
PFPC January 1996 - January 1999
Skills
Customer Relations, Mutual Funds, Financial Services, Series 6, Accounts Receivable, Management, Analysis, Accounting, Customer Service, Sales, Auditing, Access, Finance, Account Reconciliation, Mergers & Acquisitions, Financial Analysis
Education
Saint Joseph's University - Erivan K. Haub School of Business 1997 — 1998
Archbishop Prendergast High School Drexel 1993 — 1997
High School Diploma
University of Phoenix King of Prussia
Paladin Consulting, Inc. August 2014 - Present
Experis September 2013 - August 2014
BalancePoint Solutions Group February 2012 - July 2013
YRCW September 2006 - February 2010
Paladin Consulting, Inc June 1994 - August 2005
J.P. Morgan Retirement Plan Services June 2003 - March 2004
Associated Wholesale Grocers July 1994 - June 2003
Pizza Hut 1981 - 1989
Pizza Hut Inc. 1981 - 1989
Skills
JCL, Visio, COBOL, Access, SQL
Education
Johnson County Community College 2000 — 2003
University of Kansas - Graduate School of Business 1991 — 1993
MBA
Kansas State University 1973 — 1978
MS, Math & Computer Sci.
Empower Retirement September 2014 - Present
J.P. Morgan Retirement Plan Services August 2004 - September 2014
Skills
Mobile Internet, Web Project Management, Product Lifecycle..., Product Development, Agile Methodologies, Vendor Management
Education
Oklahoma State University 1990 — 1995
Bachelor's Degree, Accounting and Management Information Systems
Milliman August 2014 - Present
J.P. Morgan - Retirement Plan Services October 2006 - August 2014
Mercer September 2003 - October 2006
Towers Perrin August 1997 - September 2003
Skills
Calculus, Actuarial Science, Defined Benefit, Retirement, Pension Administration
Education
Austin College 1990 — 1994
B.A., Mathematics
Texas Tech University 1995 — 1997
Mathematics
University of Illinois at Urbana-Champaign 1994 — 1995
Mathematics
Waddell & Reed March 2012 - Present
Prudential Retirement Services December 2007 - March 2012
Argus Health Systems March 2007 - December 2007
JP Morgan Retirement Plan Services 2003 - 2007
J.P. Morgan Retirement Plan Services 2001 - 2003
American Century Investments March 2000 - October 2001
Transamerica Life Insurance Company 1998 - 2000
Transamerica Life Insurance Company 1996 - 1998
Transamerica Life Insurance Company 1996 - 1998
Skills
Six Sigma, Change Management, CRM, Management, Risk Management, Data Analysis, Training, Operations Management, Team Building, Project Planning, Quality Assurance, Budgets, Integration, Strategy, Project Portfolio..., Business Analysis, Process Improvement, SDLC, Vendor Management
Education
University of Missouri-Kansas City
MBA, Finance
University of Missouri-Columbia 1985 — 1988
B.S., Agricutural Economics
J.P. Morgan Retirement Plan Services May 2011 - July 2014
J.P. Morgan Retirement Plan Services May 2007 - May 2011
Goodwill Industries 2003 - 2007
Kansas City Comets/Attack 1996 - 2003
Harrisburg Heat September 1994 - May 1995
Skills
Media Relations, Advertising, Management, Marketing, Marketing Strategy, Press Releases, Project Management, Public Relations, Training, CRM, Social Media Marketing, Social Networking, Marketing Communications
Education
Penn State University 1993 — 1995
BA, Journalism
HACC, Central Pennsylvania's Community College 1991 — 1993
AA, Communications
Susquehanna Township High School 1984 — 1988
WEST END PARTNERS January 2010 - March 2012
Russell Reynolds Associates October 2005 - May 2007
WALLACE & MACKENZIE January 2004 - September 2005
JP Morgan May 1980 - July 2003
J.P. Morgan Retirement Plan Services January 1999 - January 2003
J.P. Morgan Investment Management January 1997 - January 1999
J.P. Morgan Investment Management January 1994 - January 1997
J.P. Morgan Securities January 1991 - January 1994
J.P. Morgan Canada January 1988 - January 1991
J.P. Morgan January 1985 - January 1988
Skills
Investment Management, Restructuring, Start-ups, Asset Managment, Private Equity, Hedge Funds, Alternative Investments, Investments, Equities, Wealth Management, Mutual Funds, Fixed Income, Financial Services, Portfolio Management, Corporate Finance
Education
Columbia University - Columbia Business School 1979 — 1981
MBA, Finance
Harvard University 1971 — 1976
A.B., History
Iowa Falls State Bank April 2013 - Present
Cetera Investment Services 2013 - Present
Principal Financial Group August 2007 - April 2013
JP Morgan Retirement Plan Services May 2003 - July 2007
JPMorgan Retirement Plan Services LLC 2003 - 2007
American Century Investments July 1998 - May 2003
Skills
Retirement Planning, Defined Benefit, Financial Services, Mutual Funds, Retirement, 401k, Pensions, Series 7, CRM, Investments, Asset Allocation, Securities
Education
Central College 1994 — 1998
Bachelors, Business Administration
Iowa Falls High School 1990 — 1994
Diploma, General Studies
TIAA-CREF September 2007 - Present
J.P. Morgan Retirement Plan Services January 2000 - August 2007
Skills
Strategic Financial..., Investments, 401k, Business Analysis, Management, Mutual Funds, Retirement, Strategy, Asset Managment, Series 63, Process Improvement, Leadership
Education
Clemson University 1988 — 1992
Managment - Production Operations & Quality Control
Xerox HR Solutions LLC June 2013 - Present
ACS, a Xerox Company December 2010 - June 2013
ING July 2007 - November 2010
J.P. Morgan Retirement Plan Services March 1999 - July 2007
Chicago Consulting Actuaries 1999 - 2007
Mercer September 1996 - February 1999
Hewitt Associates August 1995 - September 1996
Skills
Outsourcing, Business Analysis, Vendor Management, Process Improvement, SDLC, Change Management, Business Process..., Requirements Analysis, Project Management, Program Management, Risk Management, Employee Benefits, Management, Financial Services, Software Project...
Education
University of Illinois at Chicago 1991 — 1995
BS, Economics
Blue Cross Blue Shield of Kansas City October 2010 - Present
RiverPoint August 2009 - October 2010
BlueScope Steel 2007 - 2009
J.P. Morgan Retirement Plan Services 2004 - 2007
ECOM 2004 - 2004
Manpower Office Professionals 2003 - 2004
Sprint 1999 - 2003
UMB Bank 1997 - 1999
Skills
Visio, Business Process, Software Documentation
Education
Friends University 1998 — 1999
Masters, Management & Information Systems
University of Missouri-Kansas City
Bachelor of Arts, Business Administration, Finance
Great-West Financial September 2014 - Present
J.P. Morgan Retirement Plan Services January 2011 - August 2014
J.P. Morgan Retirement Plan Services 2003 - January 2011
American Century Investments 1992 - 2003
Missouri Bank & Trust Company 1989 - January 1992
Skills
Investments, Series 7, Financial Services, Banking, Management, Series 24, Budgets, FINRA, General Securities..., Series 63
Education
Baker University 1998 — 2000
Master of Liberal Arts, Literature
William Jewell College 1985 — 1989
Bachelor of Science, Business Management and Marketing
Chase May 2011 - Present
J.P. Morgan Retirement Plan Services May 2008 - May 2011
Calibre Realty LLC. June 2004 - July 2008
Skills
Banking, Series 63, Credit, Mutual Funds, Investments, Loans, Wealth Management, Series 7, Portfolio Management, Credit Analysis, Securities, Equities, Investment Banking, Fixed Income, Private Banking
Education
University of Colorado Denver 2004 — 2010
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Horizon High School 1996 — 1999
Pentera, Inc. 2011 - 2012
Clarian Health Partners October 2009 - June 2010
J.P. Morgan Retirement Plan Services August 2006 - September 2009
KU Endowment Association May 2005 - June 2006
Don Bosco Center 2002 - 2005
Skills
Customer Service, Strategic Planning, Project Management, Marketing, Proposal Writing, Marketing Communications
Education
Baker University 2003 — 2004
MSM, Management
Baker University 1996 — 2000
B.A., B.A. in History; B.A. in English
Great-West Financial July 2001 - Present
JP Morgan Chase November 2011 - June 2012
J.P. Morgan Retirement Plan Services 2009 - June 2012
JP Morgan February 2007 - November 2009
JPMorgan Retirement Plan Services January 2003 - January 2007
Education
Baker University 2006 — 2008
Masters, Business Administration
The University of Kansas 1993 — 1997
Bachelor, French
Goldleaf Partners May 2015 - Present
Kidder Benefits Consultants, Inc. January 2005 - May 2015
Milliman March 2004 - January 2005
Aon Consulting July 2002 - February 2004
J.P. Morgan Retirement Plan Services April 1998 - June 2002
FBD Consulting LLC August 1989 - September 1998
Skills
Defined Benefit, Employee Benefits, Pensions, Pension Administration, Actuarial Science, Retirement Plan..., Retirement, Profit Sharing, Retirement Planning, ERISA, Defined Contribution, Cash Balance, 403 b, 401k
Education
Iowa State University 1984 — 1988
B.S., Mathematics
DTCC January 2011 - Present
J.P. Morgan Retirement Plan Services August 2006 - January 2011
Chase Investment Services, Corp August 2006 - May 2009
Focus Ten of Florida October 2004 - August 2006
Capital One January 1997 - January 2004
GTE Federal Credit Union January 1995 - January 1997
Education
University of Phoenix 2008 — 2010
BS, Business
University of Phoenix 2007 — 2010
Bachelors of Science, Business Management
GFP High School
Hillsborough Community College
Andrews McMeel Universal September 2010 - Present
Andrews McMeel Universal February 2009 - September 2010
J.P. Morgan Retirement Plan Services February 2008 - February 2009
Skills
Account Management, Social Media Marketing, Sales Management, Marketing Strategy, Marketing, Sales, Advertising
Education
University of Kansas 2001 — 2005
B.G.S. in Psychology
EMPOWER Retirement September 2014 - Present
J.P. Morgan Retirement Plan Services February 2000 - September 2014
Nelson-Atkins Museum of Art June 1997 - January 2000
Nelson-Atkins Museum of Art June 1995 - July 1997
Skills
Information Design, Instructional Design, Behavioural Change, Behavioral Targeting, Innovation, Problem Solving, Strategic Consulting, Strategic Communications, Corporate Branding, Brand Management, Analysis, Product Marketing, Marketing Communications, Marketing Strategy, Creative Direction, Art Direction, Graphic Design, Logo Design, InDesign, Adobe Creative Suite, Photoshop, Illustrator, French, Adobe Acrobat, Microsoft Excel, Access, Operational Efficiency, Project Planning, Newsletters, Forms, Database Design, Metrics, Fine Art, Museums, Retirement Planning, Workflow, Leadership, Curriculum Design, Teaching, Team Leadership, Multimedia, Dreamweaver, Mac, PC, Organization, Variable Data Printing, One-to-one Marketing, Typography, Layout, Spanish
Education
Univesity of Kansas 1992 — 1994
Master's degree, Museology/Museum Studies
University of Kansas 1988 — 1992
Bachelor's degree, Anthropology
Kansas State University 1987 — 1988
Architecture
WageWorks September 2012 - Present
WageWorks December 2011 - September 2012
ExpertPlan June 2011 - November 2011
J.P. Morgan Retirement Plan Services March 2008 - June 2011
J.P. Morgan Retirement Plan Services May 2007 - March 2008
Skills
Quality Assurance, Retirement, Training, Management, Leadership, Human Resources
Education
University of Alabama 2000 — 2003
BA, Public Relations
J.P.Morgan Retirement Plan Services February 2002 - July 2010
J.P. Morgan Retirement Plan Services March 2000 - February 2002
INVESCO Retirement Plan Services December 1993 - February 2000
Mercer September 1985 - December 1993
Skills
ERISA, Retirement Planning, 401(k), Relationship Management, Financial Services, Customer Service, Training Development..., Mutual Funds, Series 7, Defined Contribution, Strategy, CRM, Securities, 401k, Management, Retirement, Asset Management, Investments, Series 63
Education
Georgia State University
B.A., M.Ed.:, Education, Sociology, Psychology
EMPOWER Retirement July 2007 - Present
J.P. Morgan Retirement Plan Services May 2010 - January 2013
J.P. Morgan Retirement Plan Services July 2007 - May 2010
Capitol Federal Savings Bank May 2006 - July 2007
Great Wolf Lodge June 2003 - May 2006
Skills
InDesign, Series 6, Mutual Funds, Retirement, Content Management, Project Planning, Project Coordination, Lotus Notes, Databases, Project Management, Workflow Management, RFP
Education
The University of Kansas 2003 — 2006
Bachelors, Psychology, Communications
University of Kansas 2003 — 2006
Bachelor’s Degree, Psychology
Piper High School 1998 — 2002
J.P.Morgan Retirement Plan Services April 2011 - January 2014
J.P. Morgan Retirement Plan Services April 2008 - April 2011
J.P. Morgan Retirement Plan Services April 2007 - April 2008
J.P. Morgan Retirement Plan Services June 2000 - April 2007
Skills
Retirement Planning, Qualified Retirement..., Defined Contribution, 401k, Non Qualified Plans, Mutual Funds, Manage Client..., Building Relationships, Team Building, Coaching Staff, Leadership, Business Analysis, Process Improvement, Lean Thinking, Strategic Thinking, Communication Skills, CRM, Investments, Relationship Management, Client Services, ERISA, Retirement Plan..., Management, Retirement
Education
University of Central Missouri 1993 — 1997
BS in Business Administration, Accounting
Holden High School 1989 — 1993
J.P. Morgan Retirement Plan Services November 2011 - April 2015
Aon Hewitt May 2008 - November 2010
Aon Consulting 2000 - 2008
The Segal Company May 1997 - December 2000
Hollywood Casino 1993 - 1997
Watson Wyatt 1985 - 1993
Skills
Actuarial Science, Employee Benefits, Defined Benefit, Retirement, Pensions, Pension Administration, Benefits Administration, Analysis
Education
Actuarial Science University of Iowa Iowa
Masters
University of Illinois
Bachelor of Science, Mathematics
Major Financial Services Firm August 2014 - Present
J.P. Morgan Asset Management September 2012 - August 2014
J.P. Morgan Asset Management September 2010 - September 2012
J.P. Morgan Retirement Plan Services 2008 - 2010
J.P. Morgan Retirement Plan Services 2001 - 2007
GEAR For Sports, Inc. 1999 - 2001
Prime Media, Inc. 1998 - 1999
Skills
MAC and Windows..., Adobe Creative Suite CS5, Adobe InDesign, Adobe Photoshop, Adobe Acrobat, Adobe Illustrator, Dreamweaver
Education
The University of Kansas 1990 — 1992
BFA, Textile Design
Johnson County Community College 1987 — 1989
Associate, Graphic Design
Johnson Financial Group July 2014 - Present
J.P. Morgan Retirement Plan Services May 1993 - July 2014
Skills
Investments, Banking, Financial Analysis, Risk Management, Portfolio Management, Business Analysis, Finance, Financial Services, Asset Management, Equities
Education
Marquette University 1989 — 1993
Bachelor of Science (BS), Business Economics
Great-West Financial September 2014 - Present
Jp Morgan retirement plan services November 2012 - September 2014
McCormick & Schmick's May 2005 - May 2010
Plaza Iii Steakhouse June 1988 - May 2003
US Navy Reserve October 1988 - October 1999
Education
Ottawa University
Bachelor's degree, Business Administration and Management, General
Ottawa University
Bachelor's degree, Accounting
Great-West Financial September 2014 - Present
J.P. Morgan Retirement Plan Services August 1995 - August 2014
Skills
Relationship Management, Pensions, Client Services, Defined Contribution, Mutual Funds, Securities, Asset Allocation, Retirement Planning, 401k, Retirement
Education
Iowa State University - College of Business 1986 — 1991
Bachelor of Business Administration (BBA), Finance