J.P. Morgan Retirement Plan Services
Industry: Company
DescriptionFounded: 1998 Parent organizations: Great -West Financial (Canada), Inc., J.P. Morgan Invest Holdings LLC Subsidiary: CCA Small Business Group LLC
J.P. Morgan Retirement Plan Services List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at J.P. Morgan Retirement Plan Services. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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J.P. Morgan Retirement Plan Services Employees
Employee
Years
Job
Industry
Jan Present Jan Present's J.P. Morgan Retirement Plan Services Experience 1996 - 2004
Job Senior Proposal Consultant at ADP
Industry Writing and Editing
Experience
WageWorks January 2005 - February 2013
MHM Resources LLC (A WageWorks Company) January 2004 - October 2007
JP Morgan Retirement Plan Services 1996 - 2004
Skills
Benefits Administration, Marketing Communications, Project Management, Client Liaison, Strategic Communications, Marketing Strategy, CRM, Customer Service, Salesforce.com, Customer Retention, Marketing, Proposal Writing, Marketing Management, Proposal Leadership, Team Building, Strategy, Account Management, Email Marketing, Leadership, Vendor Management, Strategic Partnerships, Lead Generation, B2B, Management
Education
University of Missouri-Columbia 1977 — 1981
Bachelor of Arts (B.A.), Communication and Broadcasting
University of Missouri - Columbia
Bachelor of Arts (B.A.), Communication and Broadcasting
WageWorks January 2005 - February 2013
MHM Resources LLC (A WageWorks Company) January 2004 - October 2007
JP Morgan Retirement Plan Services 1996 - 2004
Skills
Benefits Administration, Marketing Communications, Project Management, Client Liaison, Strategic Communications, Marketing Strategy, CRM, Customer Service, Salesforce.com, Customer Retention, Marketing, Proposal Writing, Marketing Management, Proposal Leadership, Team Building, Strategy, Account Management, Email Marketing, Leadership, Vendor Management, Strategic Partnerships, Lead Generation, B2B, Management
Education
University of Missouri-Columbia 1977 — 1981
Bachelor of Arts (B.A.), Communication and Broadcasting
University of Missouri - Columbia
Bachelor of Arts (B.A.), Communication and Broadcasting
Laura Van Biber 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
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
Pam Reeder Pam Reeder's J.P. Morgan Retirement Plan Services Experience March 2000 - August 2006
Job Retirement Consultant at The Cottonwood Group
Industry Financial Services
Experience
The Cottonwood Group August 2006 - Present
JP Morgan Retirement Plan Services March 2000 - August 2006
Mercer June 1992 - March 2000
Skills
Defined Benefit, Pensions, Actuarial Science, Employee Benefits, 401k, Retirement, ERISA, Retirement Planning
Education
University of Nebraska-Lincoln 1988 — 1992
Bachelor of Science, Actuarial Science
The Cottonwood Group August 2006 - Present
JP Morgan Retirement Plan Services March 2000 - August 2006
Mercer June 1992 - March 2000
Skills
Defined Benefit, Pensions, Actuarial Science, Employee Benefits, 401k, Retirement, ERISA, Retirement Planning
Education
University of Nebraska-Lincoln 1988 — 1992
Bachelor of Science, Actuarial Science
Jay Slusher, AIF Jay Slusher, AIF's J.P. Morgan Retirement Plan Services Experience January 2000 - January 2005
Job Vice President External Advisor Consultant at PIMCO
Industry Investment Management
Experience
PIMCO April 2011 - Present
Buffalo Funds January 2010 - April 2011
Russell Investment Group January 2008 - April 2009
Russell Investments July 2005 - December 2007
JP MORGAN RETIREMENT PLAN SERVICES January 2000 - January 2005
American Century Investments 1995 - 2000
Skills
Investments, Mutual Funds, Alternative Investments, Retirement, Asset Allocation, 401k, Investment Management, Portfolio Management, Series 7, Retirement Planning
Education
University of Central Missouri 1985 — 1990
Bachelor of Science, Business Administration
PIMCO April 2011 - Present
Buffalo Funds January 2010 - April 2011
Russell Investment Group January 2008 - April 2009
Russell Investments July 2005 - December 2007
JP MORGAN RETIREMENT PLAN SERVICES January 2000 - January 2005
American Century Investments 1995 - 2000
Skills
Investments, Mutual Funds, Alternative Investments, Retirement, Asset Allocation, 401k, Investment Management, Portfolio Management, Series 7, Retirement Planning
Education
University of Central Missouri 1985 — 1990
Bachelor of Science, Business Administration
Shpend Ibraimi Shpend Ibraimi's J.P. Morgan Retirement Plan Services Experience February 2010 - September 2010
Job ATM and Debit Manager
Industry Banking
Experience
UMB Bank August 2014 - Present
Landmark Bank September 2012 - July 2014
Landmark Bank September 2011 - October 2012
VAMortgagecenter.com September 2010 - September 2011
JP Morgan Retirement Plan Services February 2010 - September 2010
Executive Financial Group 2010 - 2010
Shelter Insurance Companies December 2007 - December 2008
Skills
Series 6, Series 63, 401k, Rollovers, Insurance, Risk Management, Vendor Management, Credit Analysis, Mortgage Lending, Loan Origination, Underwriting, Strategy, Credit, Mortgage Banking, Loans, Banking, Process Improvement, Management, Financial Risk, Finance, Investments, Portfolio Management, New Business Development
Education
University of Missouri-Columbia 2005 — 2009
Business Administration
UMB Bank August 2014 - Present
Landmark Bank September 2012 - July 2014
Landmark Bank September 2011 - October 2012
VAMortgagecenter.com September 2010 - September 2011
JP Morgan Retirement Plan Services February 2010 - September 2010
Executive Financial Group 2010 - 2010
Shelter Insurance Companies December 2007 - December 2008
Skills
Series 6, Series 63, 401k, Rollovers, Insurance, Risk Management, Vendor Management, Credit Analysis, Mortgage Lending, Loan Origination, Underwriting, Strategy, Credit, Mortgage Banking, Loans, Banking, Process Improvement, Management, Financial Risk, Finance, Investments, Portfolio Management, New Business Development
Education
University of Missouri-Columbia 2005 — 2009
Business Administration
Jeff Padavic Jeff Padavic's J.P. Morgan Retirement Plan Services Experience 2013 - 2013
Job Manager, US Postretirement Plans at PotashCorp
Industry Financial Services
Experience
PotashCorp April 2013 - Present
JP Morgan Retirement Plan Services 2013 - 2013
Aon Hewitt February 2005 - August 2012
Aon Consulting February 2005 - June 2010
Towers Perrin 2000 - 2005
Aon Hewitt July 1995 - July 2000
Skills
Defined Benefit, Actuarial Consulting, Plant Design, Employee Benefits, Benefits Administration
Education
University of Illinois at Urbana-Champaign 1989 — 1993
Bachelor of Applied Science (B.A.Sc.), Actuarial Science
PotashCorp April 2013 - Present
JP Morgan Retirement Plan Services 2013 - 2013
Aon Hewitt February 2005 - August 2012
Aon Consulting February 2005 - June 2010
Towers Perrin 2000 - 2005
Aon Hewitt July 1995 - July 2000
Skills
Defined Benefit, Actuarial Consulting, Plant Design, Employee Benefits, Benefits Administration
Education
University of Illinois at Urbana-Champaign 1989 — 1993
Bachelor of Applied Science (B.A.Sc.), Actuarial Science
Thomas Stephenitch's J.P. Morgan Retirement Plan Services Experience 1997 - 1999
Job Vice PresidentSales
Industry Financial Services
Experience
Transamerica Retirement Solutions June 2011 - Present
New York Life Investment Management LLC June 2009 - May 2011
New York Life Investment Management LLC 2005 - May 2011
New York Life Investment Management LLC 1999 - 2005
JP Morgan Retirement Plan Services 1997 - 1999
Great-West Life January 1992 - January 1997
Skills
Defined Benefit, Pensions, Retirement Planning, Defined Contribution, Mutual Funds, Series 63, 401k, Series 7, Retirement Plan..., Series 6, Retirement, Investments, Qualified Retirement..., ERISA, Financial Services
Education
The Ohio State University 1987 — 1991
BS, Business
The Ohio State University - The Max M. Fisher College of Business 1987 — 1991
"BS", business
Transamerica Retirement Solutions June 2011 - Present
New York Life Investment Management LLC June 2009 - May 2011
New York Life Investment Management LLC 2005 - May 2011
New York Life Investment Management LLC 1999 - 2005
JP Morgan Retirement Plan Services 1997 - 1999
Great-West Life January 1992 - January 1997
Skills
Defined Benefit, Pensions, Retirement Planning, Defined Contribution, Mutual Funds, Series 63, 401k, Series 7, Retirement Plan..., Series 6, Retirement, Investments, Qualified Retirement..., ERISA, Financial Services
Education
The Ohio State University 1987 — 1991
BS, Business
The Ohio State University - The Max M. Fisher College of Business 1987 — 1991
"BS", business
Brad Jerome's J.P. Morgan Retirement Plan Services Experience February 2004 - September 2007
Job SVP Operations at Backwoods
Industry Retail
Experience
Backwoods Retail, Inc. 2007 - Present
JP Morgan Retirement Plan Services February 2004 - September 2007
American Century Investments July 2000 - February 2004
DST Systems November 1993 - July 2000
Education
The University of Memphis
BS, Computer Science
Backwoods Retail, Inc. 2007 - Present
JP Morgan Retirement Plan Services February 2004 - September 2007
American Century Investments July 2000 - February 2004
DST Systems November 1993 - July 2000
Education
The University of Memphis
BS, Computer Science
Jon Ingalls's J.P. Morgan Retirement Plan Services Experience November 2009 - February 2010
Job Director, Qualified Plans at Lawing Financial, Inc./Qualified Plan Advisors
Industry Financial Services
Experience
Lawing Financial, Inc. February 2010 - Present
JP Morgan Retirement Plan Services November 2009 - February 2010
Chesapeake Benefit Partners September 2007 - September 2008
JP Morgan Retirement Plan Services (formerly American Century) January 2001 - September 2007
American Century Retirement Plan Services January 2000 - January 2001
American Century Retirement Plan Services January 1999 - January 2000
American Century Retirement Plan Services January 1998 - January 1999
American Century Retirement Plan Services January 1997 - January 1998
American Century January 1993 - January 1997
Education
FINRA Series 7 and 66 registrations 2010 — 2010
Emporia State University 1989 — 1991
Bachelor of Science, Business Management
University of Kansas 1986 — 1989
Lawing Financial, Inc. February 2010 - Present
JP Morgan Retirement Plan Services November 2009 - February 2010
Chesapeake Benefit Partners September 2007 - September 2008
JP Morgan Retirement Plan Services (formerly American Century) January 2001 - September 2007
American Century Retirement Plan Services January 2000 - January 2001
American Century Retirement Plan Services January 1999 - January 2000
American Century Retirement Plan Services January 1998 - January 1999
American Century Retirement Plan Services January 1997 - January 1998
American Century January 1993 - January 1997
Education
FINRA Series 7 and 66 registrations 2010 — 2010
Emporia State University 1989 — 1991
Bachelor of Science, Business Management
University of Kansas 1986 — 1989
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
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
Jeff Almai's J.P. Morgan Retirement Plan Services Experience May 2006 - September 2008
Job Customer Relationship Specialist
Industry Banking
Experience
Spherion April 2011 - October 2011
H&R Block January 2010 - July 2010
Farmers Insurance Group January 2008 - January 2009
JP Morgan Retirement Plan Services May 2006 - September 2008
Jeff Almai September 2003 - April 2006
U.S. Bank August 2002 - August 2003
Skills
Customer Service, Computer Software..., Solid computer skills, Oral & Written..., Cross Selling, Typing
Education
University of Missouri-Columbia 1998 — 2000
Bachelor of Business Administration (BBA), Banking and Finance
Spherion April 2011 - October 2011
H&R Block January 2010 - July 2010
Farmers Insurance Group January 2008 - January 2009
JP Morgan Retirement Plan Services May 2006 - September 2008
Jeff Almai September 2003 - April 2006
U.S. Bank August 2002 - August 2003
Skills
Customer Service, Computer Software..., Solid computer skills, Oral & Written..., Cross Selling, Typing
Education
University of Missouri-Columbia 1998 — 2000
Bachelor of Business Administration (BBA), Banking and Finance
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