J.P. Morgan Retirement Plan Services

Industry: Company

Description

Founded: 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.

J.P. Morgan Retirement Plan Services Salaries. You can even request information on how much does J.P. Morgan Retirement Plan Services pay if you want to. Learn about salaries, pros and cons of working for J.P. Morgan Retirement Plan Services directly from the past employees.

Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!

161 J.P. Morgan Retirement Plan Services employees in database. Find out everything there's to know about J.P. Morgan Retirement Plan Services employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.

J.P. Morgan Retirement Plan Services Employees

Employee
Years
Job
Industry
Bill Vorreiter Bill Vorreiter Chicago, Illinois Details
Bill Vorreiter's J.P. Morgan Retirement Plan Services Experience June 2008 - March 2014
Job Senior Relationship Manager at Principal Financial Group
Industry Investment Management
Experience
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

Doug Reber Doug Reber Dallas/Fort Worth Area Details
Doug Reber's J.P. Morgan Retirement Plan Services Experience June 2000 - September 2001
Job Vice President, Territory Sales at American Century Investments
Industry Investment Management
Experience
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

Jordan Chisholm Jordan Chisholm Greater Denver Area Details
Jordan Chisholm's J.P. Morgan Retirement Plan Services Experience August 2007 - December 2007
Job Compliance/Risk Analyst
Industry Legal Services
Experience
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

Christal Freeman Christal Freeman Kansas City, Missouri Details
Christal Freeman's J.P. Morgan Retirement Plan Services Experience June 2009 - October 2011
Job Nonprofit Administrative Professional / Financial Services
Industry Financial Services
Experience
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

Troy L. Redstone, AIF ® CBFA® CFEI ® Troy L. Redstone, AIF ® CBFA® CFEI ® Overland Park, Kansas Details
Troy L. Redstone, AIF ® CBFA® CFEI ®'s J.P. Morgan Retirement Plan Services Experience September 2002 - September 2006
Job President of Retirement Services at PHD. Retirement Consultants
Industry Financial Services
Experience
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

Alex Nicolov Alex Nicolov Englewood, Colorado Details
Alex Nicolov's J.P. Morgan Retirement Plan Services Experience August 2009 - December 2010
Job Internal Wholesaler, CRPC
Industry Financial Services
Experience
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

Robert Dove Robert Dove Dallas/Fort Worth Area Details
Robert Dove's J.P. Morgan Retirement Plan Services Experience October 2006 - March 2010
Job Partner at October Three LLC
Industry Financial Services
Experience
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

Kelli Broers Kelli Broers Kansas City, Missouri Area Details
Kelli Broers's J.P. Morgan Retirement Plan Services Experience May 2013 - October 2014
Job Assistant General Counsel at Kansas State Department of Education
Industry Law Practice
Experience
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

Amy Crosier Amy Crosier Kansas City, Missouri Area Details
Amy Crosier's J.P. Morgan Retirement Plan Services Experience March 2011 - January 2014
Job Senior Manager Strategic Communications
Industry Financial Services
Experience
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

Christina Brackett Christina Brackett Columbus, Ohio Area Details
Christina Brackett's J.P. Morgan Retirement Plan Services Experience October 2004 - December 2010
Job VicePresident; J.P. Morgan Retirement Plan Services
Industry Financial Services
Experience
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

Lance Leighnor Lance Leighnor Kansas City, Missouri Area Details
Lance Leighnor's J.P. Morgan Retirement Plan Services Experience March 2005 - November 2013
Job Principal Consultant at Enterprise Iron Financial Industry Solutions, Inc.
Industry Computer Software
Experience
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

Kelly Staudenmyer Kelly Staudenmyer Kansas City, Missouri Area Details
Kelly Staudenmyer's J.P. Morgan Retirement Plan Services Experience 2009 - 2014
Job Marketing Manager at EMPOWER Retirement
Industry Marketing and Advertising
Experience
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

Cena Iverson Cena Iverson Kansas City, Missouri Area Details
Cena Iverson's J.P. Morgan Retirement Plan Services Experience January 2002 - Present
Job Vice President Agile Product Owner at J.P. Morgan
Industry Computer Software
Experience
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

Jamie Gaston Jamie Gaston Overland Park, Kansas Details
Jamie Gaston's J.P. Morgan Retirement Plan Services Experience June 2007 - April 2012
Job Global Metrics Analyst at Lexmark Enterprise Software
Industry Computer Software
Experience
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

Lynne Cobin Lynne Cobin Kansas City, Missouri Area Details
Lynne Cobin's J.P. Morgan Retirement Plan Services Experience April 2011 - April 2013
Job Senior Associate at CBIZ
Industry Accounting
Experience
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

Pamela Popp Pamela Popp Kansas City, Missouri Area Details
Pamela Popp's J.P. Morgan Retirement Plan Services Experience January 1996 - June 2011
Job President Lockton Retirement Services
Industry Financial Services
Experience
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

Jessica Hostetler Jessica Hostetler Overland Park, Kansas Details
Jessica Hostetler's J.P. Morgan Retirement Plan Services Experience April 2010 - August 2011
Job Project Manager at Milliman
Industry Financial Services
Experience
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

Sarah Hutcheson Sarah Hutcheson Greater Denver Area Details
Sarah Hutcheson's J.P. Morgan Retirement Plan Services Experience October 2008 - June 2009
Job Account Representative at High Country Executive Search
Industry Staffing and Recruiting
Experience
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

Roy Benson Roy Benson Charlotte, North Carolina Area Details
Roy Benson's J.P. Morgan Retirement Plan Services Experience 1996 - 2006
Job Senior Application Analyst at TIAACREF
Industry Financial Services
Experience
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

Jamie Addison, M.B.A Jamie Addison, M.B.A Kansas City, Missouri Area Details
Jamie Addison, M.B.A's J.P. Morgan Retirement Plan Services Experience July 2013 - September 2014
Job RFP Response Specialist at EMPOWER Retirement
Industry Financial Services
Experience
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

Bryson Slater Bryson Slater Columbia, Missouri Area Details
Bryson Slater's J.P. Morgan Retirement Plan Services Experience August 2012 - Present
Job Service Delivery Specialist at EMPOWER Retirement
Industry Financial Services
Experience
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

Russell Parks Russell Parks Kansas City, Missouri Area Details
Russell Parks's J.P. Morgan Retirement Plan Services Experience April 2005 - April 2015
Job Associate, JP Morgan
Industry Investment Management
Experience
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

Laura Van Biber Laura Van Biber Kansas City, Missouri Area Details
Laura Van Biber's J.P. Morgan Retirement Plan Services Experience 2002 - 2005
Job Project Lead at encompas
Industry Furniture
Experience
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

Rebel Knight Rebel Knight Greater New York City Area Details
Rebel Knight's J.P. Morgan Retirement Plan Services Experience September 2004 - February 2009
Job Owner Principal at Ultimate Luxury Taxis
Industry Entertainment
Experience
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

Nick Cribbs Nick Cribbs Kansas City, Missouri Area Details
Nick Cribbs's J.P. Morgan Retirement Plan Services Experience August 2010 - December 2012
Job Origination Merchant at Cargill
Industry Marketing and Advertising
Experience
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

Russell Barnett Russell Barnett Kansas City, Missouri Area Details
Russell Barnett's J.P. Morgan Retirement Plan Services Experience May 2004 - August 2014
Job Investment Strategist, Investment Services Group at Empower Retirement
Industry Financial Services
Experience
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

Erin Uhlenkamp Erin Uhlenkamp Greater Los Angeles Area Details
Erin Uhlenkamp's J.P. Morgan Retirement Plan Services Experience November 2010 - October 2012
Job Communications Consultant
Industry Financial Services
Experience
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

Diana Carney Diana Carney Kansas City, Missouri Area Details
Diana Carney's J.P. Morgan Retirement Plan Services Experience December 2010 - Present
Job Business Systems Analyst at GreatWest Financial
Industry Information Technology and Services
Experience
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

Thomas Beebe, PMP Thomas Beebe, PMP Lawrence, Kansas Area Details
Thomas Beebe, PMP's J.P. Morgan Retirement Plan Services Experience July 2010 - October 2011
Job Director Operations Administration at GreatWest Financial
Industry Financial Services
Experience
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

Christopher M. Logan Christopher M. Logan Greater New York City Area Details
Christopher M. Logan's J.P. Morgan Retirement Plan Services Experience September 2008 - June 2013
Job Sr. Analyst, Retirement Benefits at Xylem Inc.
Industry Human Resources
Experience
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

Bill Burton Bill Burton Kansas City, Missouri Area Details
Bill Burton's J.P. Morgan Retirement Plan Services Experience July 2011 - August 2014
Job Vice President at GreatWest Financial
Industry Information Technology and Services
Experience
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

Alan McFann Alan McFann Kansas City, Missouri Details
Alan McFann's J.P. Morgan Retirement Plan Services Experience February 2009 - February 2012
Job RFP Specialist at Scout Investments
Industry Financial Services
Experience
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

Eric Micka Eric Micka Greater Denver Area Details
Eric Micka's J.P. Morgan Retirement Plan Services Experience May 2011 - September 2014
Job Learning Delivery Consultant, Retirement Solutions Group at EMPOWER Retirement
Industry Financial Services
Experience
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

Garold Oliver Garold Oliver Kansas City, Missouri Details
Garold Oliver's J.P. Morgan Retirement Plan Services Experience April 2006 - November 2013
Job Global Pensions Manager at Hallmark Cards, Inc
Industry Consumer Goods
Experience
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

Geoffrey Walden Geoffrey Walden Kansas City, Missouri Area Details
Geoffrey Walden's J.P. Morgan Retirement Plan Services Experience 2004 - 2010
Job Strategic Client Relationships at SunGard Financial Services
Industry Financial Services
Experience
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

Parijat, PMP Parijat, PMP Raleigh-Durham, North Carolina Area Details
Parijat, PMP's J.P. Morgan Retirement Plan Services Experience September 2002 - October 2005
Job Development Manager at TIAACREF
Industry Financial Services
Experience
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

David Tritt David Tritt Kansas City, Missouri Area Details
David Tritt's J.P. Morgan Retirement Plan Services Experience April 2000 - January 2009
Job Retirement Planning Consultant at Transamerica
Industry Financial Services
Experience
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

Michael Wickey Michael Wickey Greater Denver Area Details
Michael Wickey's J.P. Morgan Retirement Plan Services Experience June 2006 - November 2007
Job Individual Consultant at TIAACREF
Industry Financial Services
Experience
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

Michelle Pellerin Michelle Pellerin Greater New York City Area Details
Michelle Pellerin's J.P. Morgan Retirement Plan Services Experience October 2002 - October 2005
Job Transition Manager at Diversified
Industry Financial Services
Experience
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

Shirley Wallace Shirley Wallace Greater Atlanta Area Details
Shirley Wallace's J.P. Morgan Retirement Plan Services Experience November 2009 - June 2010
Job Bringing Sanity to Software Development
Industry Information Technology and Services
Experience
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

Cindy Ralls Cindy Ralls Kansas City, Missouri Area Details
Cindy Ralls's J.P. Morgan Retirement Plan Services Experience January 2009 - December 2010
Job
Industry Financial Services
Experience
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

Nichole Henderleiter Nichole Henderleiter Kansas City, Missouri Area Details
Nichole Henderleiter's J.P. Morgan Retirement Plan Services Experience January 2008 - July 2012
Job Relationship Manager at National Advisors Trust Company
Industry Financial Services
Experience
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

Kirk Isenhour Kirk Isenhour Kansas City, Missouri Area Details
Kirk Isenhour's J.P. Morgan Retirement Plan Services Experience January 1993 - September 2011
Job VP & Director of Marketing & Development at The Kansas City CARE Clinic
Industry Nonprofit Organization Management
Experience
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

James Biaesch James Biaesch Greater Denver Area Details
James Biaesch's J.P. Morgan Retirement Plan Services Experience September 2009 - March 2010
Job Lead Merger Analyst at Empower Retirement
Industry Financial Services
Experience
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

Diane Gallagher Diane Gallagher Kansas City, Missouri Area Details
Diane Gallagher's J.P. Morgan Retirement Plan Services Experience March 2010 - January 2012
Job Vice President Defined Contribution Investment Only Practice Management at American Century Investments
Industry Financial Services
Experience
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

Jeff DeLayne Stroud Jeff DeLayne Stroud Greater St. Louis Area Details
Jeff DeLayne Stroud's J.P. Morgan Retirement Plan Services Experience July 2006 - September 2006
Job CPI Execution Lead at ebay
Industry Management Consulting
Experience
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

Katherine Martino Katherine Martino Greater Nashville Area Details
Katherine Martino's J.P. Morgan Retirement Plan Services Experience July 2003 - May 2008
Job Systems Development and Administration Specialist
Industry Health, Wellness and Fitness
Experience
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

Neal Cohen Neal Cohen Kansas City, Missouri Area Details
Neal Cohen's J.P. Morgan Retirement Plan Services Experience July 2008 - September 2010
Job Manager Client Services at WageWorks
Industry Financial Services
Experience
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

Kathleen Busby-Thomas Kathleen Busby-Thomas Tampa/St. Petersburg, Florida Area Details
Kathleen Busby-Thomas's J.P. Morgan Retirement Plan Services Experience March 2004 - August 2005
Job Entrepreneur, Owner, Trini Delights, LLC
Industry Food & Beverages
Experience
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

Danielle (Nel) Kauffman Danielle (Nel) Kauffman Kansas City, Missouri Area Details
Danielle (Nel) Kauffman's J.P. Morgan Retirement Plan Services Experience September 2012 - March 2014
Job Proposal Writer at Retirement Plan Services
Industry Banking
Experience
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

Kristin Beeman Kristin Beeman Tampa/St. Petersburg, Florida Area Details
Kristin Beeman's J.P. Morgan Retirement Plan Services Experience May 2011 - July 2012
Job Vice President and Relationship Manager, Wells Fargo Institutional Retirement and Trust
Industry Financial Services
Experience
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

Karen Douglas Karen Douglas Kansas City, Missouri Area Details
Karen Douglas's J.P. Morgan Retirement Plan Services Experience January 2008 - April 2015
Job Certified Usability Analyst, Manager of UX/UI and Front End Development at a large financial services firm
Industry Design
Experience
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

Emily Baird Emily Baird Greater Denver Area Details
Emily Baird's J.P. Morgan Retirement Plan Services Experience April 2011 - Present
Job RIS Technical QA at J.P. Morgan Retirement Plan Services
Industry Financial Services
Experience
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

Lesley Harris Lesley Harris Kansas City, Missouri Area Details
Lesley Harris's J.P. Morgan Retirement Plan Services Experience September 2003 - October 2005
Job Proposal Manager
Industry Marketing and Advertising
Experience
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

Karen Schnell, PHR, SHRM-CP Karen Schnell, PHR, SHRM-CP Kansas City, Missouri Area Details
Karen Schnell, PHR, SHRM-CP's J.P. Morgan Retirement Plan Services Experience 2013 - 2014
Job
Industry Human Resources
Experience
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

Jason Franklin Jason Franklin Columbus, Ohio Area Details
Jason Franklin's J.P. Morgan Retirement Plan Services Experience June 2010 - February 2012
Job Vice President
Industry Financial Services
Experience
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

Lonnie L. Cunningham Lonnie L. Cunningham Kansas City, Missouri Area Details
Lonnie L. Cunningham's J.P. Morgan Retirement Plan Services Experience June 2003 - August 2014
Job Vice President Client Management and Consulting, Vendor and Business Management
Industry Financial Services
Experience
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

Ed Caseres Ed Caseres Kansas City, Missouri Area Details
Ed Caseres's J.P. Morgan Retirement Plan Services Experience August 2005 - October 2006
Job Senior Solutions Manager: Vitech Systems Group
Industry Information Technology and Services
Experience
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

Jennifer Pumphrey Jennifer Pumphrey Kansas City, Missouri Area Details
Jennifer Pumphrey's J.P. Morgan Retirement Plan Services Experience June 2003 - July 2004
Job Channel Solution Manager at American Century Investments
Industry Internet
Experience
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

Jason Waltonen Jason Waltonen Kansas City, Missouri Area Details
Jason Waltonen's J.P. Morgan Retirement Plan Services Experience January 2007 - January 2011
Job Senior Manager, Plan Services/Mega Market at Empower Retirement
Industry Financial Services
Experience
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

Brad Dawdy Brad Dawdy Kansas City, Missouri Area Details
Brad Dawdy's J.P. Morgan Retirement Plan Services Experience 2008 - 2010
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
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

Lane Hart Lane Hart Greater Chicago Area Details
Lane Hart's J.P. Morgan Retirement Plan Services Experience September 2010 - September 2014
Job Data Management professional with leadership skills, modeling expertise and ability to communicate effectively.
Industry Information Technology and Services
Experience
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

Angela Fleming Angela Fleming Overland Park, Kansas Details
Angela Fleming's J.P. Morgan Retirement Plan Services Experience April 2007 - December 2010
Job Sr. Business Reporting and Analytics Analyst at Empower Retirement
Industry Financial Services
Experience
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

Jim West, PMP, MBA, CSPO Jim West, PMP, MBA, CSPO Kansas City, Missouri Area Details
Jim West, PMP, MBA, CSPO's J.P. Morgan Retirement Plan Services Experience 2003 - 2008
Job Director Project & Process Management at GreatWest Financial
Industry Financial Services
Experience
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

Ashriel Lutz Ashriel Lutz Greater Denver Area Details
Ashriel Lutz's J.P. Morgan Retirement Plan Services Experience August 2005 - August 2014
Job Senior Securities Compliance Specialist at GreatWest Financial
Industry Financial Services
Experience
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

David Bedran David Bedran Naples, Florida Area Details
David Bedran's J.P. Morgan Retirement Plan Services Experience November 2006 - March 2013
Job Member Board of Directors at Salem Trust Company
Industry Financial Services
Experience
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

Kathleen Demma Kathleen Demma Greater Denver Area Details
Kathleen Demma's J.P. Morgan Retirement Plan Services Experience July 2007 - Present
Job Communication Strategist at GreatWest Financial
Industry Financial Services
Experience
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

Sara Shean, CFP® Sara Shean, CFP® Washington D.C. Metro Area Details
Sara Shean, CFP®'s J.P. Morgan Retirement Plan Services Experience July 2003 - August 2014
Job Investment Strategist
Industry Financial Services
Experience
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

David Denefrio David Denefrio Kansas City, Missouri Area Details
David Denefrio's J.P. Morgan Retirement Plan Services Experience August 2010 - June 2012
Job CSC Marketing Specialist at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Jim Sawma Jim Sawma Greater Chicago Area Details
Jim Sawma's J.P. Morgan Retirement Plan Services Experience 2008 - December 2010
Job Executive Director National Sales Manager at J.P. Morgan
Industry Financial Services
Experience
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

Michael Heiser Michael Heiser Greater New York City Area Details
Michael Heiser's J.P. Morgan Retirement Plan Services Experience May 2014 - August 2014
Job Retirement Education Counselor at Empower Retirement
Industry Financial Services
Experience
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

Jessica Hostetler Jessica Hostetler Kansas City, Missouri Area Details
Jessica Hostetler's J.P. Morgan Retirement Plan Services Experience April 2010 - Present
Job VP, Client Management and Consulting
Industry Financial Services
Experience
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

Lavonne Seifert Lavonne Seifert Greater Boston Area Details
Lavonne Seifert's J.P. Morgan Retirement Plan Services Experience January 2001 - July 2008
Job Graduate student at Episcopal Divinity School
Industry Financial Services
Experience
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

Andrew Gracan Andrew Gracan Greater Pittsburgh Area Details
Andrew Gracan's J.P. Morgan Retirement Plan Services Experience 2008 - February 2012
Job Regional Director/Specialty Market At Empower Retirement
Industry Financial Services
Experience
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

Joan Whitmer Joan Whitmer Kansas City, Missouri Area Details
Joan Whitmer's J.P. Morgan Retirement Plan Services Experience October 2009 - Present
Job Business Analyst at GreatWest Financial
Industry Information Technology and Services
Experience
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

Heath Smith, PMP Heath Smith, PMP Houston, Texas Area Details
Heath Smith, PMP's J.P. Morgan Retirement Plan Services Experience 2010 - August 2011
Job Health & Welfare Project Manager at Towers Watson
Industry Information Technology and Services
Experience
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

Dave McIntire Dave McIntire Greater Denver Area Details
Dave McIntire's J.P. Morgan Retirement Plan Services Experience 1994 - Present
Job Technical consultant at JP Morgan
Industry Financial Services
Experience
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

Tracy Garry Tracy Garry Kansas City, Missouri Area Details
Tracy Garry's J.P. Morgan Retirement Plan Services Experience July 2010 - April 2012
Job Director of Client Management & Consulting at J.P. Morgan
Industry Financial Services
Experience
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

Susan K Narron Susan K Narron Kansas City, Missouri Area Details
Susan K Narron's J.P. Morgan Retirement Plan Services Experience 2009 - Present
Job Owner, BrewzerBytes Designs
Industry Photography
Experience
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

Jeff Shankland Jeff Shankland Kansas City, Missouri Area Details
Jeff Shankland's J.P. Morgan Retirement Plan Services Experience January 2006 - July 2010
Job eBusiness Data and Platform Consultant at Boston Financial Data Services
Industry Information Technology and Services
Experience
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

Clara Van Draska Clara Van Draska Kansas City, Missouri Area Details
Clara Van Draska's J.P. Morgan Retirement Plan Services Experience 2008 - Present
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
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

Nick McDole Nick McDole Kansas City, Missouri Details
Nick McDole's J.P. Morgan Retirement Plan Services Experience October 2007 - June 2012
Job Salesforce Administrator at Montage Investments
Industry Computer Software
Experience
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

Jan Rogers Jan Rogers Overland Park, Kansas Details
Jan Rogers's J.P. Morgan Retirement Plan Services Experience August 2001 - January 2005
Job Financial Controls Business Analyst
Industry Financial Services
Experience
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

Melissa Auld Melissa Auld Greater Denver Area Details
Melissa Auld's J.P. Morgan Retirement Plan Services Experience October 2004 - July 2005
Job Corporate Accountant at ALPS, A DST Company
Industry Financial Services
Experience
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

Glenn Elder Glenn Elder Kansas City, Missouri Area Details
Glenn Elder's J.P. Morgan Retirement Plan Services Experience June 2003 - March 2004
Job Naturalborn worldshaker at Paladin Consulting, Inc.
Industry Information Technology and Services
Experience
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.

Crystal Veilleux Crystal Veilleux Kansas City, Missouri Area Details
Crystal Veilleux's J.P. Morgan Retirement Plan Services Experience August 2004 - September 2014
Job Sr. Product Manager
Industry Financial Services
Experience
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

Russell Richard Russell Richard Dallas/Fort Worth Area Details
Russell Richard's J.P. Morgan Retirement Plan Services Experience October 2006 - August 2014
Job System Analyst at Milliman
Industry Human Resources
Experience
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

Kent Weathers Kent Weathers Kansas City, Missouri Area Details
Kent Weathers's J.P. Morgan Retirement Plan Services Experience 2003 - 2007
Job Channel Manager at Waddell & Reed
Industry Financial Services
Experience
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

Cathy Nolan Cathy Nolan Kansas City, Missouri Area Details
Cathy Nolan's J.P. Morgan Retirement Plan Services Experience May 2011 - July 2014
Job Compliance
Industry Financial Services
Experience
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

Jeff Garrity Jeff Garrity Palm Beach Gardens, Florida Details
Jeff Garrity's J.P. Morgan Retirement Plan Services Experience January 1999 - January 2003
Job Business & Career Advisor
Industry Investment Management
Experience
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

Chris Stauffer Chris Stauffer Des Moines, Iowa Area Details
Chris Stauffer's J.P. Morgan Retirement Plan Services Experience May 2003 - July 2007
Job Investment Executive at Iowa Falls State Bank
Industry Financial Services
Experience
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

Dave Grazier Dave Grazier Greater Denver Area Details
Dave Grazier's J.P. Morgan Retirement Plan Services Experience January 2000 - August 2007
Job Director, Participant Values Group & Centralized Adjustments at TIAACREF
Industry Financial Services
Experience
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

Thomas Nam Thomas Nam Monument, Colorado Details
Thomas Nam's J.P. Morgan Retirement Plan Services Experience March 1999 - July 2007
Job DB Practice Leader, Xerox HR Solutions
Industry Financial Services
Experience
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

Leah Velasquez Leah Velasquez Kansas City, Missouri Area Details
Leah Velasquez's J.P. Morgan Retirement Plan Services Experience 2004 - 2007
Job Business Systems Analyst
Industry Information Technology and Services
Experience
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

Laura Rodgers Laura Rodgers Kansas City, Missouri Area Details
Laura Rodgers's J.P. Morgan Retirement Plan Services Experience January 2011 - August 2014
Job Senior Securities Compliance Specialist at GreatWest Financial
Industry Financial Services
Experience
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

Lucas Solano Lucas Solano Greater Denver Area Details
Lucas Solano's J.P. Morgan Retirement Plan Services Experience May 2008 - May 2011
Job Mortgage Banker at Chase
Industry Banking
Experience
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

Katie Harrington Montgomery Katie Harrington Montgomery Kansas City, Missouri Area Details
Katie Harrington Montgomery's J.P. Morgan Retirement Plan Services Experience August 2006 - September 2009
Job Senior Proposal Writer at Perceptive Software
Industry Computer Software
Experience
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

Crista Terreau Crista Terreau Overland Park, Kansas Details
Crista Terreau's J.P. Morgan Retirement Plan Services Experience 2009 - June 2012
Job Sr Project Manager at GreatWest Financial
Industry Financial Services
Experience
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

John Feldt John Feldt Des Moines, Iowa Area Details
John Feldt's J.P. Morgan Retirement Plan Services Experience April 1998 - June 2002
Job Director of Consulting at Goldleaf Partners
Industry Financial Services
Experience
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

Yesenia Scott Yesenia Scott Tampa/St. Petersburg, Florida Area Details
Yesenia Scott's J.P. Morgan Retirement Plan Services Experience August 2006 - January 2011
Job Senior Specialist at DTCC
Industry Financial Services
Experience
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

Morgan Barrier Morgan Barrier Kansas City, Missouri Area Details
Morgan Barrier's J.P. Morgan Retirement Plan Services Experience February 2008 - February 2009
Job Sales Manager at Andrews McMeel Universal
Industry Publishing
Experience
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

Cydney Reece Cydney Reece Kansas City, Missouri Area Details
Cydney Reece's J.P. Morgan Retirement Plan Services Experience February 2000 - September 2014
Job Senior Graphic Designer at EMPOWER Retirement
Industry Financial Services
Experience
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

Laura (Radford) Schmeidler Laura (Radford) Schmeidler Prairie Village, Kansas Details
Laura (Radford) Schmeidler's J.P. Morgan Retirement Plan Services Experience March 2008 - June 2011
Job Relationship Manager
Industry Financial Services
Experience
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

Arline Alexander Arline Alexander Greater Denver Area Details
Arline Alexander's J.P. Morgan Retirement Plan Services Experience March 2000 - February 2002
Job Experienced Retirement Plan Services Professional
Industry Financial Services
Experience
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

Rachel McCaslin Rachel McCaslin Overland Park, Kansas Details
Rachel McCaslin's J.P. Morgan Retirement Plan Services Experience May 2010 - January 2013
Job Lead RFP Response Specialist at EMPOWER Retirement
Industry Financial Services
Experience
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

Krista Oehrke Krista Oehrke Kansas City, Missouri Area Details
Krista Oehrke's J.P. Morgan Retirement Plan Services Experience April 2008 - April 2011
Job Manager, Cash Receipts Team at JPMorgan Chase
Industry Financial Services
Experience
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

Daren Dandridge Daren Dandridge Greater Chicago Area Details
Daren Dandridge's J.P. Morgan Retirement Plan Services Experience November 2011 - April 2015
Job Financial Services Professional
Industry Financial Services
Experience
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

Colene Cords Colene Cords Kansas City, Missouri Area Details
Colene Cords's J.P. Morgan Retirement Plan Services Experience 2008 - 2010
Job Sr. Manager, Creative Services Major Financial Services Firm; Experienced Art Director, Creative Consultant & Designer
Industry Financial Services
Experience
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

Don Brovick Don Brovick Janesville, Wisconsin Details
Don Brovick's J.P. Morgan Retirement Plan Services Experience May 1993 - July 2014
Job Vice President Corporate Retirement Plans at Johnson Financial Group
Industry Financial Services
Experience
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

Bill Herford Bill Herford Kansas City, Missouri Details
Bill Herford's J.P. Morgan Retirement Plan Services Experience November 2012 - September 2014
Job Retirement education specialist
Industry Financial Services
Experience
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

Brian Beavers Brian Beavers Leawood, Kansas Details
Brian Beavers's J.P. Morgan Retirement Plan Services Experience August 1995 - August 2014
Job Client Service Manager at Great West Financial
Industry Financial Services
Experience
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

Select page

1 2


Similar Companies