JPMorgan Retirement Plan Services
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JPMorgan Retirement Plan Services Employees
Employee
Years
Job
Industry
Amanda Stiens Amanda Stiens's JPMorgan Retirement Plan Services Experience January 2001 - September 2006
Job Senior Systems Analyst at TIAACREF
Industry Financial Services
Experience
TIAA-CREF August 2007 - Present
2006 - 2007 Argus Health Systems September 2006 - August 2007
JPMorgan Retirement Plan Services January 2001 - September 2006
American Century/JPMorgan Retirement Plan Services February 1998 - January 2001
Skills
Business Analysis, Process Improvement, Requirements Analysis, Project Management, User Acceptance Testing, Relationship Management, Data Analysis, SDLC, Financial Services, Analysis, Requirements Gathering, Troubleshooting, Customer Service, Business Requirements, Testing, SQL, Business Process, Program Management
Education
2004-2008 DeVry University Kansas 2004 — 2008
a Bachelor of Science degree in January of 2008; Bachelors of Arts, Biomedical Informatics;, Summa Cum Laude
Northwest Missouri State University 1992 — 1995
Public Relations, Public Relations, Advertising, and Applied Communication
Waldorf College 1990 — 1992
Associate of Arts, Mass Communications
TIAA-CREF August 2007 - Present
2006 - 2007 Argus Health Systems September 2006 - August 2007
JPMorgan Retirement Plan Services January 2001 - September 2006
American Century/JPMorgan Retirement Plan Services February 1998 - January 2001
Skills
Business Analysis, Process Improvement, Requirements Analysis, Project Management, User Acceptance Testing, Relationship Management, Data Analysis, SDLC, Financial Services, Analysis, Requirements Gathering, Troubleshooting, Customer Service, Business Requirements, Testing, SQL, Business Process, Program Management
Education
2004-2008 DeVry University Kansas 2004 — 2008
a Bachelor of Science degree in January of 2008; Bachelors of Arts, Biomedical Informatics;, Summa Cum Laude
Northwest Missouri State University 1992 — 1995
Public Relations, Public Relations, Advertising, and Applied Communication
Waldorf College 1990 — 1992
Associate of Arts, Mass Communications
D'Nelle Macaluso D'Nelle Macaluso's JPMorgan Retirement Plan Services Experience May 2003 - April 2009
Job Consultant at Kravitz, Inc.
Industry
Experience
Kravitz, Inc. April 2009 - Present
JPMorgan Retirement Plan Services May 2003 - April 2009
Ceridian Corporation, Retirement Plan Services March 1992 - April 2002
KPMG Peat Marwick January 1984 - March 1992
Skills
Pensions, Event Management, Microsoft Office, English, Business Planning, Financial Analysis, Retirement, Retirement Planning, Social Media, Defined Benefit, Process Improvement, Financial Planning, Leadership, 401k
Education
University of California, Irvine 1981 — 1982
Master of Science (M.S.), Mathematics, Statistics Emphasis
University of California, Irvine 1977 — 1981
Bachelor of Science (B.S.), Mathematics
Kravitz, Inc. April 2009 - Present
JPMorgan Retirement Plan Services May 2003 - April 2009
Ceridian Corporation, Retirement Plan Services March 1992 - April 2002
KPMG Peat Marwick January 1984 - March 1992
Skills
Pensions, Event Management, Microsoft Office, English, Business Planning, Financial Analysis, Retirement, Retirement Planning, Social Media, Defined Benefit, Process Improvement, Financial Planning, Leadership, 401k
Education
University of California, Irvine 1981 — 1982
Master of Science (M.S.), Mathematics, Statistics Emphasis
University of California, Irvine 1977 — 1981
Bachelor of Science (B.S.), Mathematics
Patricia Hubbard Patricia Hubbard's JPMorgan Retirement Plan Services Experience November 2005 - November 2008
Job Office Professional
Industry Executive Office
Experience
Arrow Fabricare Services August 2013 - Present
Document Control/Department Assistant - Contract Position at Burns & McDonnell February 2013 - May 2013
Lee & Associates Kansas City, LLC September 2011 - May 2012
Applebee's Restaurant October 2009 - November 2010
JPMorgan Retirement Plan Services November 2005 - November 2008
Baskets From the Heart November 2002 - June 2004
MAMTC April 1994 - April 2003
MAMTC November 1991 - April 1994
Skills
Event Planning, Administrative..., Customer Service, Microsoft Excel, Microsoft Office, Outlook, Microsoft Word, Leadership, Office Management, Training, Human Resources, Start-ups, Teamwork, Budgets, Administration, Management, Live Meeting, Windows XP Pro, Google Earth, Team Building, Adobe Acrobat, Software Documentation, Advertising, Email Marketing, Editing, Marketing, Nonprofits, Access, Administrative...
Education
Longview Community College
19 Credit hours toward AA degree, 3.727 GPA, Plan to complete
Arrow Fabricare Services August 2013 - Present
Document Control/Department Assistant - Contract Position at Burns & McDonnell February 2013 - May 2013
Lee & Associates Kansas City, LLC September 2011 - May 2012
Applebee's Restaurant October 2009 - November 2010
JPMorgan Retirement Plan Services November 2005 - November 2008
Baskets From the Heart November 2002 - June 2004
MAMTC April 1994 - April 2003
MAMTC November 1991 - April 1994
Skills
Event Planning, Administrative..., Customer Service, Microsoft Excel, Microsoft Office, Outlook, Microsoft Word, Leadership, Office Management, Training, Human Resources, Start-ups, Teamwork, Budgets, Administration, Management, Live Meeting, Windows XP Pro, Google Earth, Team Building, Adobe Acrobat, Software Documentation, Advertising, Email Marketing, Editing, Marketing, Nonprofits, Access, Administrative...
Education
Longview Community College
19 Credit hours toward AA degree, 3.727 GPA, Plan to complete
Cena Iverson Cena Iverson's JPMorgan Retirement Plan Services Experience June 2013 - 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
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
Melissa (Clark) Thorpe's JPMorgan Retirement Plan Services Experience October 1999 - March 2008
Job Internal Sales Director Core Market at Empower Retirement
Industry Financial Services
Experience
EMPOWER Retirement January 2011 - Present
MedAssets March 2008 - January 2011
JPMorgan Retirement Plan Services October 1999 - March 2008
Skills
401k, Series 63, Mutual Funds, Retirement, Retirement Planning, Process Improvement, Series 6, Asset Allocation, Investments, ERISA, Financial Services, Customer Service, Business Analysis, Securities, Microsoft Excel, Project Management, Strategic Planning, Equities, Series 65, Sales
Education
Kansas State University
EMPOWER Retirement January 2011 - Present
MedAssets March 2008 - January 2011
JPMorgan Retirement Plan Services October 1999 - March 2008
Skills
401k, Series 63, Mutual Funds, Retirement, Retirement Planning, Process Improvement, Series 6, Asset Allocation, Investments, ERISA, Financial Services, Customer Service, Business Analysis, Securities, Microsoft Excel, Project Management, Strategic Planning, Equities, Series 65, Sales
Education
Kansas State University
Marianne Zychal Marianne Zychal's JPMorgan Retirement Plan Services Experience July 2007 - August 2012
Job Creator of everydaydivascelebrations.com
Industry Financial Services
Experience
everydaydivascelebrations.com August 2012 - Present
JPMorgan Retirement Plan Services July 2007 - August 2012
JPMorgan 2003 - 2007
JP Morgan/BrownCo 2001 - 2006
JPMorgan Chase 1991 - 2003
Skills
Series 7, Securities, Series 24, Series 63, Mutual Funds, Investments, Series 65, Equities, Asset Managment, FINRA, Retirement, Asset Management, Pensions, Fixed Income, Risk Management, Asset Allocation
Education
Fordham University School of Law 1982 — 1985
JD
Villanova University 1978 — 1982
BS, Finance
everydaydivascelebrations.com August 2012 - Present
JPMorgan Retirement Plan Services July 2007 - August 2012
JPMorgan 2003 - 2007
JP Morgan/BrownCo 2001 - 2006
JPMorgan Chase 1991 - 2003
Skills
Series 7, Securities, Series 24, Series 63, Mutual Funds, Investments, Series 65, Equities, Asset Managment, FINRA, Retirement, Asset Management, Pensions, Fixed Income, Risk Management, Asset Allocation
Education
Fordham University School of Law 1982 — 1985
JD
Villanova University 1978 — 1982
BS, Finance
Barbara Fisher Farmer, CFP® Barbara Fisher Farmer, CFP®'s JPMorgan Retirement Plan Services Experience December 2001 - May 2005
Job Vice President at PNC Wealth Management
Industry Banking
Experience
PNC Wealth Management September 2012 - Present
JPMorgan Private Bank May 2005 - July 2012
JPMorgan Retirement Plan Services December 2001 - May 2005
Yesmail.com July 1996 - May 2001
Star Bank (U.S. Bank) April 1993 - July 1996
Morgan Stanley April 1987 - April 1993
Education
Miami University
Bachelors
PNC Wealth Management September 2012 - Present
JPMorgan Private Bank May 2005 - July 2012
JPMorgan Retirement Plan Services December 2001 - May 2005
Yesmail.com July 1996 - May 2001
Star Bank (U.S. Bank) April 1993 - July 1996
Morgan Stanley April 1987 - April 1993
Education
Miami University
Bachelors
Batsheva Glatt's JPMorgan Retirement Plan Services Experience October 2007 - May 2010
Job Development Volunteer at Kansas City Community Gardens
Industry Fund-Raising
Experience
Kansas City Community Gardens November 2014 - Present
Camp Ramah in the Berkshires June 2014 - August 2014
Hazon June 2013 - May 2014
Isabella Freedman Jewish Retreat Center March 2013 - June 2013
Hyman Brand Hebrew Academy November 2010 - February 2013
Mitzvah Garden KC June 2011 - November 2012
Gardner Edgerton High School January 2012 - May 2012
Kansas City Kansas Public Schools November 2010 - December 2011
JPMorgan Retirement Plan Services October 2007 - May 2010
Coro Kansas City June 2003 - August 2003
Skills
Environmental Awareness, Teaching, Curriculum Design, Curriculum Development, Research, Public Speaking, Nonprofits, Instructional Design, Community Outreach, Editing, Staff Development, Volunteer Management, Chickens, Goats, Fundraising
Education
Pittsburg State University 2010 — 2012
Master of Arts (M.A.), Secondary Education and Teaching
University of Kansas School of Law 2004 — 2007
Doctor of Law (J.D.)
Columbia University in the City of New York 1999 — 2003
Bachelor of Arts (B.A.), Environmental Biology
Kansas City Community Gardens November 2014 - Present
Camp Ramah in the Berkshires June 2014 - August 2014
Hazon June 2013 - May 2014
Isabella Freedman Jewish Retreat Center March 2013 - June 2013
Hyman Brand Hebrew Academy November 2010 - February 2013
Mitzvah Garden KC June 2011 - November 2012
Gardner Edgerton High School January 2012 - May 2012
Kansas City Kansas Public Schools November 2010 - December 2011
JPMorgan Retirement Plan Services October 2007 - May 2010
Coro Kansas City June 2003 - August 2003
Skills
Environmental Awareness, Teaching, Curriculum Design, Curriculum Development, Research, Public Speaking, Nonprofits, Instructional Design, Community Outreach, Editing, Staff Development, Volunteer Management, Chickens, Goats, Fundraising
Education
Pittsburg State University 2010 — 2012
Master of Arts (M.A.), Secondary Education and Teaching
University of Kansas School of Law 2004 — 2007
Doctor of Law (J.D.)
Columbia University in the City of New York 1999 — 2003
Bachelor of Arts (B.A.), Environmental Biology
Nicole Trembley Nicole Trembley's JPMorgan Retirement Plan Services Experience 2003 - 2005
Job Senior Vice President at FleishmanHillard
Industry Public Relations and Communications
Experience
Fleishman-Hillard April 2011 - Present
Fleishman-Hillard October 2008 - April 2011
Fleishman-Hillard February 2007 - October 2008
Barkley 2005 - 2007
Kansas City/IABC September 2005 - September 2005
JPMorgan Retirement Plan Services 2003 - 2005
Kansas City/IABC July 2003 - June 2004
Lookandfeel New Media 1999 - 2003
Skills
Social Media Marketing, Blogging, Public Relations, Digital Strategy, Website Development, Integrated Marketing, Marketing Communications, Integrated Marketing..., Strategic Communications, Crisis Communications, Media Relations, Corporate Communications, Message Development, Reputation Management
Education
Drake University 1993 — 1997
JMC, Public Relations
Fleishman-Hillard April 2011 - Present
Fleishman-Hillard October 2008 - April 2011
Fleishman-Hillard February 2007 - October 2008
Barkley 2005 - 2007
Kansas City/IABC September 2005 - September 2005
JPMorgan Retirement Plan Services 2003 - 2005
Kansas City/IABC July 2003 - June 2004
Lookandfeel New Media 1999 - 2003
Skills
Social Media Marketing, Blogging, Public Relations, Digital Strategy, Website Development, Integrated Marketing, Marketing Communications, Integrated Marketing..., Strategic Communications, Crisis Communications, Media Relations, Corporate Communications, Message Development, Reputation Management
Education
Drake University 1993 — 1997
JMC, Public Relations
Seth Millman Seth Millman's JPMorgan Retirement Plan Services Experience 2002 - 2005
Job Senior Consultant at Integrated Benefit Solutions
Industry Financial Services
Experience
Integrated Benefit Solutions January 2014 - Present
ING March 2012 - December 2013
Integrated Benefit Solutions November 2000 - March 2012
ING November 2008 - March 2011
American Diabetes Association 2007 - 2009
OneAmerica April 2008 - November 2008
JPMorgan Chase September 2007 - April 2008
TIAA-CREF February 2005 - August 2007
JPMorgan Retirement Plan Services 2002 - 2005
SunGard August 2001 - December 2001
Skills
Systems Analysis, Certified Project..., Documentation, Technical Writing, Product Support, Requirements Analysis, Business Analysis, Software Documentation, Disaster Recovery, Business Requirements, Change Management, Quality Assurance, Software Development, Analysis, Troubleshooting, Testing, Business Process..., Process Improvement, Project Management, Financial Services, SDLC, Requirements Gathering, Management, Project Planning, Cross-functional Team..., Product Management, Visio, PMP, SQL, Quality Center
Education
State University of New York College at Oneonta 1992 — 1997
BS, Business, Economics, Finance
Integrated Benefit Solutions January 2014 - Present
ING March 2012 - December 2013
Integrated Benefit Solutions November 2000 - March 2012
ING November 2008 - March 2011
American Diabetes Association 2007 - 2009
OneAmerica April 2008 - November 2008
JPMorgan Chase September 2007 - April 2008
TIAA-CREF February 2005 - August 2007
JPMorgan Retirement Plan Services 2002 - 2005
SunGard August 2001 - December 2001
Skills
Systems Analysis, Certified Project..., Documentation, Technical Writing, Product Support, Requirements Analysis, Business Analysis, Software Documentation, Disaster Recovery, Business Requirements, Change Management, Quality Assurance, Software Development, Analysis, Troubleshooting, Testing, Business Process..., Process Improvement, Project Management, Financial Services, SDLC, Requirements Gathering, Management, Project Planning, Cross-functional Team..., Product Management, Visio, PMP, SQL, Quality Center
Education
State University of New York College at Oneonta 1992 — 1997
BS, Business, Economics, Finance
Deborah J Ross Deborah J Ross's JPMorgan Retirement Plan Services Experience April 2006 - October 2007
Job Senior Associate at KPMG LLP
Industry Accounting
Experience
KPMG LLP October 2014 - Present
KPMG LLP July 2011 - Present
KPMG LLP October 2007 - July 2011
JPMorgan Retirement Plan Services April 2006 - October 2007
Hy-Vee March 2004 - July 2006
Hy-Vee March 2000 - March 2004
Audrey's Hallmark August 1998 - October 2000
Skills
Financial Reporting, Auditing, Risk Management, Accounting, Internal Controls, SEC filings, Sarbanes-Oxley Act, Finance, Financial Accounting, Internal Audit, Financial Analysis, Customer Service
Education
University of Central Missouri 2005 — 2006
M.S. in Career Technology and Occupational Education, Business Education
University of Central Missouri 2002 — 2003
B.S., Business Management
Longview Community College 1999 — 2002
A.A.
KPMG LLP October 2014 - Present
KPMG LLP July 2011 - Present
KPMG LLP October 2007 - July 2011
JPMorgan Retirement Plan Services April 2006 - October 2007
Hy-Vee March 2004 - July 2006
Hy-Vee March 2000 - March 2004
Audrey's Hallmark August 1998 - October 2000
Skills
Financial Reporting, Auditing, Risk Management, Accounting, Internal Controls, SEC filings, Sarbanes-Oxley Act, Finance, Financial Accounting, Internal Audit, Financial Analysis, Customer Service
Education
University of Central Missouri 2005 — 2006
M.S. in Career Technology and Occupational Education, Business Education
University of Central Missouri 2002 — 2003
B.S., Business Management
Longview Community College 1999 — 2002
A.A.
Michelle Pellerin Michelle Pellerin's JPMorgan Retirement Plan Services Experience October 2005 - January 2009
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
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
Lauren Higgins Lauren Higgins's JPMorgan Retirement Plan Services Experience 2005 - 2006
Job
Industry Financial Services
Experience
- April 2011 - Present
LIncoln Financial Group June 2014 - January 2015
Cambridge Associates, LLC 2006 - 2009
JPMorgan Retirement Plan Services 2005 - 2006
The Vanguard Group 2001 - 2005
The Vanguard Group 1998 - 2001
Mellon Bond Associates 1997 - 1998
Skills
Strategy, Strategic Planning, Mutual Funds, Marketing Strategy, Marketing Communications, Marketing, Leadership, Financial Services, Strategic Communications
Education
Drexel University 2000 — 2004
M.B.A., Investment Management
Carnegie Mellon University 1996 — 1998
M.A., Professional Writing
College of the Holy Cross 1992 — 1996
B.A., English
- April 2011 - Present
LIncoln Financial Group June 2014 - January 2015
Cambridge Associates, LLC 2006 - 2009
JPMorgan Retirement Plan Services 2005 - 2006
The Vanguard Group 2001 - 2005
The Vanguard Group 1998 - 2001
Mellon Bond Associates 1997 - 1998
Skills
Strategy, Strategic Planning, Mutual Funds, Marketing Strategy, Marketing Communications, Marketing, Leadership, Financial Services, Strategic Communications
Education
Drexel University 2000 — 2004
M.B.A., Investment Management
Carnegie Mellon University 1996 — 1998
M.A., Professional Writing
College of the Holy Cross 1992 — 1996
B.A., English
Laura (Clark) Rogers Laura (Clark) Rogers's JPMorgan Retirement Plan Services Experience July 2003 - 2007
Job VP Business Development
Industry Financial Services
Experience
UMB Bank April 2014 - September 2015
BOK Financial March 2009 - April 2014
JPMorgan November 2007 - January 2009
JPMorgan Retirement Plan Services July 2003 - 2007
American Century Investments 2000 - 2003
Education
The University of Kansas
BS, Business Administration
University of Missouri-Kansas City
MBA, Finance
UMB Bank April 2014 - September 2015
BOK Financial March 2009 - April 2014
JPMorgan November 2007 - January 2009
JPMorgan Retirement Plan Services July 2003 - 2007
American Century Investments 2000 - 2003
Education
The University of Kansas
BS, Business Administration
University of Missouri-Kansas City
MBA, Finance
Brett Loxterman's JPMorgan Retirement Plan Services Experience November 2006 - June 2010
Job Executive Relationship Manager at John Hancock Retirement Plan Services
Industry Financial Services
Experience
John Hancock Financial Services April 2015 - Present
New York Life Insurance Company November 2014 - March 2015
Lockton Companies May 2014 - October 2014
Lockton Companies November 2012 - April 2014
Southwest Airlines July 2010 - November 2012
JPMorgan Retirement Plan Services November 2006 - June 2010
JPMorgan Retirement Plan Services January 2006 - September 2006
JPMorgan Retirement Plan Services January 2005 - January 2006
Skills
Employee Benefits, Customer Service, Sales, Consulting, Public Speaking, 401k, Defined Benefit, Retirement, Mutual Funds, Investments, Asset Managment, ERISA, Pensions, Benefits Administration, Payroll Analysis, SAP ERP, Business Objects, Series 6, Series 63, Series 65, Project Management, Life & Health Insurance..., Financial Advisory, Management, Analysis, Financial Services, Retirement Planning, Asset Management
Education
University of Kansas 1998 — 2003
Bachelor of General Studies Sociology and History, Social Deviance and US History Post WWII
John Hancock Financial Services April 2015 - Present
New York Life Insurance Company November 2014 - March 2015
Lockton Companies May 2014 - October 2014
Lockton Companies November 2012 - April 2014
Southwest Airlines July 2010 - November 2012
JPMorgan Retirement Plan Services November 2006 - June 2010
JPMorgan Retirement Plan Services January 2006 - September 2006
JPMorgan Retirement Plan Services January 2005 - January 2006
Skills
Employee Benefits, Customer Service, Sales, Consulting, Public Speaking, 401k, Defined Benefit, Retirement, Mutual Funds, Investments, Asset Managment, ERISA, Pensions, Benefits Administration, Payroll Analysis, SAP ERP, Business Objects, Series 6, Series 63, Series 65, Project Management, Life & Health Insurance..., Financial Advisory, Management, Analysis, Financial Services, Retirement Planning, Asset Management
Education
University of Kansas 1998 — 2003
Bachelor of General Studies Sociology and History, Social Deviance and US History Post WWII
Gwen Riggle Gwen Riggle's JPMorgan Retirement Plan Services Experience December 1997 - April 2010
Job
Industry Financial Services
Experience
Charter Financial Resources January 2011 - Present
JPMorgan Retirement Plan Services December 1997 - April 2010
Kansas City, Missouri April 1992 - December 1997
Skills
401k, Employee Benefits, Public Speaking, Project Management, Investments, Customer Service, Microsoft Office, Microsoft Excel, Staff Development, PowerPoint, Microsoft Word, Outlook, Retirement, Mutual Funds, Series 63, Leadership, Risk Management, Visio, Insurance, Access, Analysis, SharePoint, Business Analysis, Series 7, Series 6, Process Improvement, Software Documentation
Education
University of Iowa
Masters, Education
University of Northern Iowa
Bachelors, Elementary Education
Charter Financial Resources January 2011 - Present
JPMorgan Retirement Plan Services December 1997 - April 2010
Kansas City, Missouri April 1992 - December 1997
Skills
401k, Employee Benefits, Public Speaking, Project Management, Investments, Customer Service, Microsoft Office, Microsoft Excel, Staff Development, PowerPoint, Microsoft Word, Outlook, Retirement, Mutual Funds, Series 63, Leadership, Risk Management, Visio, Insurance, Access, Analysis, SharePoint, Business Analysis, Series 7, Series 6, Process Improvement, Software Documentation
Education
University of Iowa
Masters, Education
University of Northern Iowa
Bachelors, Elementary Education
Lynn Brownlee Lynn Brownlee's JPMorgan Retirement Plan Services Experience August 2003 - September 2007
Job Internet Solutions Manager
Industry Financial Services
Experience
Capital Group October 2008 - March 2013
JPMorgan RPS 2007 - 2008
JPMorgan Retirement Plan Services August 2003 - September 2007
JPMorgan June 2001 - August 2003
American Century Investments January 1998 - June 2001
American Century Investments August 1991 - January 1998
Sprint May 1989 - August 1991
Fort Hays State University October 1986 - May 1989
Skills
Strategic Planning, Organizational Structure, Employee Engagement, Business Alignment, Creative Solutions, Business Analysis, Requirements Analysis, Vendor Management, Agile Methodolgy, RUP Methodologies, Application Architecture, Risk Management, Budget Estimating, OOAD, Integration Planning, Associate Development, Mutual Funds, SDLC, Analysis, Integration, Agile Methodologies, IT Strategy, Information Technology, Visio, Business Development, Investments, Disaster Recovery, Mergers & Acquisitions, Governance, Executive Management, Enterprise Architecture, PMO, Requirements Gathering, Business Process..., Leadership, Business Intelligence, Project Portfolio..., IT Management, Business Process, Process Improvement, Portfolio Management, PMP, Software Project..., Data Warehousing, Outsourcing, Program Management, Agile Project Management, Business Continuity, Strategy, Financial Services
Education
Bethany College 1982 — 1986
BA, Computer Science
Capital Group October 2008 - March 2013
JPMorgan RPS 2007 - 2008
JPMorgan Retirement Plan Services August 2003 - September 2007
JPMorgan June 2001 - August 2003
American Century Investments January 1998 - June 2001
American Century Investments August 1991 - January 1998
Sprint May 1989 - August 1991
Fort Hays State University October 1986 - May 1989
Skills
Strategic Planning, Organizational Structure, Employee Engagement, Business Alignment, Creative Solutions, Business Analysis, Requirements Analysis, Vendor Management, Agile Methodolgy, RUP Methodologies, Application Architecture, Risk Management, Budget Estimating, OOAD, Integration Planning, Associate Development, Mutual Funds, SDLC, Analysis, Integration, Agile Methodologies, IT Strategy, Information Technology, Visio, Business Development, Investments, Disaster Recovery, Mergers & Acquisitions, Governance, Executive Management, Enterprise Architecture, PMO, Requirements Gathering, Business Process..., Leadership, Business Intelligence, Project Portfolio..., IT Management, Business Process, Process Improvement, Portfolio Management, PMP, Software Project..., Data Warehousing, Outsourcing, Program Management, Agile Project Management, Business Continuity, Strategy, Financial Services
Education
Bethany College 1982 — 1986
BA, Computer Science
Mary Sundstrom Bloor's JPMorgan Retirement Plan Services Experience 2005 - 2008
Job Project/Program Manager at Blue Cross and Blue Shield of Kansas City
Industry Information Technology and Services
Experience
Blue Cross and Blue Shield of Kansas City December 2014 - Present
Adams Gabbert January 2014 - December 2014
Data Systems International June 2012 - November 2013
Ascend Learning March 2012 - June 2012
Ascend Learning June 2010 - March 2012
Assessment Technology Institute February 2009 - June 2010
Sogeti USA LLC June 2008 - June 2010
American Academy of Family Physicians June 2008 - December 2008
Asurion April 2008 - May 2008
JPMorgan Retirement Plan Services 2005 - 2008
Skills
Business Analysis, SDLC, Process Improvement, Vendor Management, Project Management, Program Management, SharePoint, Project Portfolio..., Visio, Business Process..., Change Management, Agile Methodologies, Requirements Analysis, Six Sigma, Business Process, Leadership, Quality Assurance, Integration, CRM, Product Management, Software Development, Requirements Gathering, Software Project..., MS Project, PMO, Consulting, PMP, Business Intelligence, IT Strategy, Agile Project Management, Resource Management, Cross-functional Team..., Enterprise Software, IT Management, Scrum, Software Documentation, Project Delivery, Enterprise Architecture, Team Leadership
Education
Otterbein University 1992 — 1996
BS, Organizational Communications
Batavia High School 1989 — 1992
Batavia Elementary School
Blue Cross and Blue Shield of Kansas City December 2014 - Present
Adams Gabbert January 2014 - December 2014
Data Systems International June 2012 - November 2013
Ascend Learning March 2012 - June 2012
Ascend Learning June 2010 - March 2012
Assessment Technology Institute February 2009 - June 2010
Sogeti USA LLC June 2008 - June 2010
American Academy of Family Physicians June 2008 - December 2008
Asurion April 2008 - May 2008
JPMorgan Retirement Plan Services 2005 - 2008
Skills
Business Analysis, SDLC, Process Improvement, Vendor Management, Project Management, Program Management, SharePoint, Project Portfolio..., Visio, Business Process..., Change Management, Agile Methodologies, Requirements Analysis, Six Sigma, Business Process, Leadership, Quality Assurance, Integration, CRM, Product Management, Software Development, Requirements Gathering, Software Project..., MS Project, PMO, Consulting, PMP, Business Intelligence, IT Strategy, Agile Project Management, Resource Management, Cross-functional Team..., Enterprise Software, IT Management, Scrum, Software Documentation, Project Delivery, Enterprise Architecture, Team Leadership
Education
Otterbein University 1992 — 1996
BS, Organizational Communications
Batavia High School 1989 — 1992
Batavia Elementary School
Craig Cezar's JPMorgan Retirement Plan Services Experience August 2007 - August 2014
Job Business System Analyst at Waddell & Reed
Industry Computer Software
Experience
401(k) Recordkeeping company February 2015 - Present
Waddell & Reed August 2014 - February 2015
JPMorgan Retirement Plan Services August 2007 - August 2014
LaGarde 2007 - 2007
Sprint 1997 - 2002
Skills
Agile Methodologies, Business Analysis, Quality Assurance, Quality Center, Requirements Analysis, SDLC, SQL, Software Quality..., Test Management, Test Planning, User Acceptance Testing, System Testing, Testing, Requirements Gathering, JIRA, HP Quality Center
Education
Emporia State University 1977 — 1981
401(k) Recordkeeping company February 2015 - Present
Waddell & Reed August 2014 - February 2015
JPMorgan Retirement Plan Services August 2007 - August 2014
LaGarde 2007 - 2007
Sprint 1997 - 2002
Skills
Agile Methodologies, Business Analysis, Quality Assurance, Quality Center, Requirements Analysis, SDLC, SQL, Software Quality..., Test Management, Test Planning, User Acceptance Testing, System Testing, Testing, Requirements Gathering, JIRA, HP Quality Center
Education
Emporia State University 1977 — 1981
Bhushan Madan's JPMorgan Retirement Plan Services Experience October 2006 - September 2009
Job Sr. Web Application Engineer at Vocado
Industry Information Technology and Services
Experience
Vocado June 2012 - Present
Assurant Employee Benefits July 2011 - June 2012
Sprint Nextel November 2010 - June 2011
USDA November 2009 - November 2010
JPMorgan Retirement Plan Services October 2006 - September 2009
Sprint September 2004 - August 2006
Patni Inc. at General Electric July 1997 - September 2004
Skills
GWT, Java, J2EE, Software Development, XML, Web Applications, Eclipse, SQL, Cassandra
Education
University of Mumbai 1993 — 1997
Bachelor of Engineering (Hons), Electronics
Wilson high school
Vocado June 2012 - Present
Assurant Employee Benefits July 2011 - June 2012
Sprint Nextel November 2010 - June 2011
USDA November 2009 - November 2010
JPMorgan Retirement Plan Services October 2006 - September 2009
Sprint September 2004 - August 2006
Patni Inc. at General Electric July 1997 - September 2004
Skills
GWT, Java, J2EE, Software Development, XML, Web Applications, Eclipse, SQL, Cassandra
Education
University of Mumbai 1993 — 1997
Bachelor of Engineering (Hons), Electronics
Wilson high school
Brad Dawdy's JPMorgan Retirement Plan Services Experience January 2008 - May 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
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
Colley Moe's JPMorgan Retirement Plan Services Experience 2000 - 2005
Job Fiduciary Accounting Manager
Industry Insurance
Experience
MMC 2010 - Present
MMC November 2005 - August 2008
JP Morgan Chase August 1995 - November 2005
JPMorgan Chase 2003 - 2005
JPMorgan Retirement Plan Services 2000 - 2005
American Century Investments 1995 - 2003
Skills
Mutual Funds, Strategic Financial..., Management, Leadership, Accounting, Risk Management, Insurance, Financial Analysis, Financial Services, Business Analysis, Process Improvement, Series 6, Series 63, Securities
Education
Colorado College 1984 — 1988
Bachelor of Arts (B.A.), Economics
MMC 2010 - Present
MMC November 2005 - August 2008
JP Morgan Chase August 1995 - November 2005
JPMorgan Chase 2003 - 2005
JPMorgan Retirement Plan Services 2000 - 2005
American Century Investments 1995 - 2003
Skills
Mutual Funds, Strategic Financial..., Management, Leadership, Accounting, Risk Management, Insurance, Financial Analysis, Financial Services, Business Analysis, Process Improvement, Series 6, Series 63, Securities
Education
Colorado College 1984 — 1988
Bachelor of Arts (B.A.), Economics
Thea Necker's JPMorgan Retirement Plan Services Experience E-mail SpecialistJPMorgan Chase2003 - Present
Job Registered Representative at JPMorgan Retirement Plan Services
Industry Financial Services
Experience
JPMorgan Retirement Plan Services E-mail SpecialistJPMorgan Chase2003 - Present
Education
University of Colorado Boulder 1983 — 1990
JPMorgan Retirement Plan Services E-mail SpecialistJPMorgan Chase2003 - Present
Education
University of Colorado Boulder 1983 — 1990
Barbara Summers's JPMorgan Retirement Plan Services Experience 2002 - December 2010
Job Infrastructure Serv Supp Analyst JP Morgan
Industry Telecommunications
Experience
JP Morgan Asset Management Infrastructure Technology 2012 - Present
JP Morgan December 2007 - December 2010
JPMorgan Retirement Plan Services 2002 - December 2010
JPMorgan Chase 2008 - 2010
American Century Investments 1996 - 2006
NSSI March 1995 - September 1996
Skills
Call Centers, Disaster Recovery, Troubleshooting, Business Analysis, Project Management, Networking, Integration, SharePoint, Telecommunications, Data Center, System Administration, Process Improvement, Program Management, Customer Service, Visio, Software Documentation, Requirements Analysis, ITIL
Education
University of Phoenix Lone Tree, CO 2004 — 2006
University of Phoenix 2003 — 2006
Bachelor of Scince Electronic Communication
JP Morgan Asset Management Infrastructure Technology 2012 - Present
JP Morgan December 2007 - December 2010
JPMorgan Retirement Plan Services 2002 - December 2010
JPMorgan Chase 2008 - 2010
American Century Investments 1996 - 2006
NSSI March 1995 - September 1996
Skills
Call Centers, Disaster Recovery, Troubleshooting, Business Analysis, Project Management, Networking, Integration, SharePoint, Telecommunications, Data Center, System Administration, Process Improvement, Program Management, Customer Service, Visio, Software Documentation, Requirements Analysis, ITIL
Education
University of Phoenix Lone Tree, CO 2004 — 2006
University of Phoenix 2003 — 2006
Bachelor of Scince Electronic Communication
Briana Bateman's JPMorgan Retirement Plan Services Experience December 2010 - August 2014
Job Manager, Retirement Education at EMPOWER Retirement
Industry Financial Services
Experience
EMPOWER Retirement March 2015 - Present
EMPOWER Retirement January 2012 - March 2015
JPMorgan Retirement Plan Services December 2010 - August 2014
J.P. Morgan January 2009 - December 2011
J.P. Morgan January 2008 - January 2009
J.P. Morgan July 2006 - December 2007
Northern Trust Company 2005 - July 2006
Northern Trust 2004 - 2005
Skills
Project Management, Strategic Planning, Education, Organizational..., Process Improvement, Resource Allocation, Management, Relationship Management
Education
North Central College
B.A, Double; International Business and Spanish
North Central College
EMPOWER Retirement March 2015 - Present
EMPOWER Retirement January 2012 - March 2015
JPMorgan Retirement Plan Services December 2010 - August 2014
J.P. Morgan January 2009 - December 2011
J.P. Morgan January 2008 - January 2009
J.P. Morgan July 2006 - December 2007
Northern Trust Company 2005 - July 2006
Northern Trust 2004 - 2005
Skills
Project Management, Strategic Planning, Education, Organizational..., Process Improvement, Resource Allocation, Management, Relationship Management
Education
North Central College
B.A, Double; International Business and Spanish
North Central College
Danley Rold's JPMorgan Retirement Plan Services Experience June 2002 - Present
Job Document Management Specialist at JPMorgan Retirement Plan Services
Industry Banking
Experience
JPMorgan Retirement Plan Services June 2002 - Present
Custom Color Corporation September 1984 - March 2002
Skills
Project Management, Process Improvement, Project Coordination, Customer Service, Microsoft Office, Adobe Acrobat, Illustrator, Photoshop, Management, Windows, Microsoft Word, Microsoft Excel, Business Analysis, Access, Outlook, SQL
Education
Central Methodist College 1973 — 1974
University of Nebraska-Lincoln 1971 — 1973
JPMorgan Retirement Plan Services June 2002 - Present
Custom Color Corporation September 1984 - March 2002
Skills
Project Management, Process Improvement, Project Coordination, Customer Service, Microsoft Office, Adobe Acrobat, Illustrator, Photoshop, Management, Windows, Microsoft Word, Microsoft Excel, Business Analysis, Access, Outlook, SQL
Education
Central Methodist College 1973 — 1974
University of Nebraska-Lincoln 1971 — 1973
David Bedran's JPMorgan Retirement Plan Services Experience 1987 - November 2006
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
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
David Denefrio's JPMorgan Retirement Plan Services Experience March 2007 - April 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
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
Jami Shober's JPMorgan Retirement Plan Services Experience 2000 - 2010
Job Business Analyst at Aspen Healthcare Metrics
Industry Financial Services
Experience
Aspen Healthcare Metrics February 2010 - Present
JPMorgan Retirement Plan Services 2000 - 2010
Education
Montana State University-Bozeman 1992 — 1996
Aspen Healthcare Metrics February 2010 - Present
JPMorgan Retirement Plan Services 2000 - 2010
Education
Montana State University-Bozeman 1992 — 1996
Malcolm MacKenzie's JPMorgan Retirement Plan Services Experience April 2012 - Present
Job Learning and Development Consultant at GreatWest Retirement Services
Industry Financial Services
Experience
Great-West Retirement Services April 2015 - Present
JPMorgan Retirement Plan Services April 2012 - Present
Great-West Retirement Services April 2012 - April 2015
JP Morgan Chase October 2009 - April 2012
Global Catalyst Partners October 2008 - October 2009
H&R Block 2000 - 2008
State Street Bank 1999 - 2000
Kemper Service Company May 1988 - June 1996
Kemper Service Company 1988 - 1996
Skills
Series 7, Financial Services, Team Building, Marketing Strategy, Marketing, Securities, Series 63, Asset Allocation, Investments, Mutual Funds, Portfolio Management, Strategic Financial..., Cross-functional Team..., Leadership, Management, Asset Management, FINRA, Relationship Management, Finance, Strategy, Retirement Planning, Analysis, Employee Benefits, Financial Advisory, Sales, Human Resources, Series 6, Bonds, Training, Strategic Planning, Retirement
Education
Governors State University 1984 — 1987
BA, Liberal Arts
Great-West Retirement Services April 2015 - Present
JPMorgan Retirement Plan Services April 2012 - Present
Great-West Retirement Services April 2012 - April 2015
JP Morgan Chase October 2009 - April 2012
Global Catalyst Partners October 2008 - October 2009
H&R Block 2000 - 2008
State Street Bank 1999 - 2000
Kemper Service Company May 1988 - June 1996
Kemper Service Company 1988 - 1996
Skills
Series 7, Financial Services, Team Building, Marketing Strategy, Marketing, Securities, Series 63, Asset Allocation, Investments, Mutual Funds, Portfolio Management, Strategic Financial..., Cross-functional Team..., Leadership, Management, Asset Management, FINRA, Relationship Management, Finance, Strategy, Retirement Planning, Analysis, Employee Benefits, Financial Advisory, Sales, Human Resources, Series 6, Bonds, Training, Strategic Planning, Retirement
Education
Governors State University 1984 — 1987
BA, Liberal Arts
David Oxford's JPMorgan Retirement Plan Services Experience March 2010 - Present
Job Annuity Specialist at Jackson National Life
Industry Financial Services
Experience
JPMorgan Retirement Plan Services March 2010 - Present
Education
Colorado Christian University 2006 — 2010
JPMorgan Retirement Plan Services March 2010 - Present
Education
Colorado Christian University 2006 — 2010
Leonardo Wolochin's JPMorgan Retirement Plan Services Experience October 2012 - Present
Job Senior Specialist at JPMorgan Retirement Plan Services
Industry Financial Services
Experience
JPMorgan Retirement Plan Services October 2012 - Present
JPMorgan Retirement Plan Services April 2011 - October 2012
SYDA Foundation November 2003 - September 2010
Citigroup December 1998 - October 2003
Education
Universidad de Palermo 1999 — 2003
Licentiate in Finance, Finance, Business
Instituto de Educación Superior Olga Cossettini 1989 — 1991
Translator, Literary and Scientific Translation - English-Spanish
JPMorgan Retirement Plan Services October 2012 - Present
JPMorgan Retirement Plan Services April 2011 - October 2012
SYDA Foundation November 2003 - September 2010
Citigroup December 1998 - October 2003
Education
Universidad de Palermo 1999 — 2003
Licentiate in Finance, Finance, Business
Instituto de Educación Superior Olga Cossettini 1989 — 1991
Translator, Literary and Scientific Translation - English-Spanish
Joe Cummings, CFP®, AAMS®'s JPMorgan Retirement Plan Services Experience December 2008 - August 2012
Job Wealth Managment Advisor at TIAACREF
Industry Financial Services
Experience
TIAA-CREF August 2012 - Present
JPMorgan Retirement Plan Services December 2008 - August 2012
JPMorgan Retirement Plan Services July 2007 - November 2008
JPMorgan Retirement Plan Serivces December 2005 - July 2007
American Century Investments September 2004 - December 2005
U:Move 2001 - 2003
Skills
Mutual Funds, Investments, Equities, Asset Managment, Fixed Income, Alternative Investments, Series 7, Asset Allocation, Investment Strategies, Series 63, Portfolio Management, Securities, Retirement Planning, Asset Management, 401k, Retirement
Education
University of Missouri-Kansas City 2003 — 2006
MBA, Finance/Leadership
University of Missouri-Kansas City 1998 — 2002
B.A. in Business & Public Administration, Finance, General
TIAA-CREF August 2012 - Present
JPMorgan Retirement Plan Services December 2008 - August 2012
JPMorgan Retirement Plan Services July 2007 - November 2008
JPMorgan Retirement Plan Serivces December 2005 - July 2007
American Century Investments September 2004 - December 2005
U:Move 2001 - 2003
Skills
Mutual Funds, Investments, Equities, Asset Managment, Fixed Income, Alternative Investments, Series 7, Asset Allocation, Investment Strategies, Series 63, Portfolio Management, Securities, Retirement Planning, Asset Management, 401k, Retirement
Education
University of Missouri-Kansas City 2003 — 2006
MBA, Finance/Leadership
University of Missouri-Kansas City 1998 — 2002
B.A. in Business & Public Administration, Finance, General
Susan K Narron's JPMorgan Retirement Plan Services Experience September 2007 - 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
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
Maureen Haun's JPMorgan Retirement Plan Services Experience October 2001 - June 2003
Job Senior Communications Delivery Specialist, Associate at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase January 2013 - Present
JPMorgan June 2003 - December 2012
Haun & Associates February 1999 - February 2004
JPMorgan Retirement Plan Services October 2001 - June 2003
American Century Investments February 1992 - October 2001
Skills
Internal Communications, Corporate Communications, Copywriting, Strategic Communications, Marketing Communications, Web Content
Education
Simmons College 1968 — 1972
B.A., Communictions
JPMorgan Chase January 2013 - Present
JPMorgan June 2003 - December 2012
Haun & Associates February 1999 - February 2004
JPMorgan Retirement Plan Services October 2001 - June 2003
American Century Investments February 1992 - October 2001
Skills
Internal Communications, Corporate Communications, Copywriting, Strategic Communications, Marketing Communications, Web Content
Education
Simmons College 1968 — 1972
B.A., Communictions
Steve Bax's JPMorgan Retirement Plan Services Experience 2000 - Present
Job Vice President at JP Morgan Retirement Plan Services
Industry Financial Services
Experience
JPMorgan Retirement Plan Services 2000 - Present
Ciber, Inc April 1999 - October 2000
DST Systems, Inc September 1994 - April 1999
Skills
Portfolio Management, Syncsort, SDLC, Risk Management, Fileaid, Financial Services, Vendor Management, Mutual Funds, Enterprise Architecture, Management
Education
Emporia State University 1986 — 1990
BSB, Marketing
Shawnee Mission West High School
JPMorgan Retirement Plan Services 2000 - Present
Ciber, Inc April 1999 - October 2000
DST Systems, Inc September 1994 - April 1999
Skills
Portfolio Management, Syncsort, SDLC, Risk Management, Fileaid, Financial Services, Vendor Management, Mutual Funds, Enterprise Architecture, Management
Education
Emporia State University 1986 — 1990
BSB, Marketing
Shawnee Mission West High School
Shyla Wright's JPMorgan Retirement Plan Services Experience May 2006 - May 2007
Job Marketing Senior Manager at Myers and Stauffer LC
Industry Financial Services
Experience
Myers and Stauffer LC October 2011 - Present
JPMorgan May 2007 - October 2011
JPMorgan Retirement Plan Services May 2006 - May 2007
Rockhurst University Continuing Education Center April 2004 - May 2006
Rockhurst University Continuing Education Center May 2002 - April 2004
Skills
Corporate Communications, Strategic Communications, Marketing Communications, Internal Communications, Public Speaking, Media Relations, Copywriting, Proofreading, Content Development, Creative Writing, Management, Marketing, Public Relations, Budgets, Team Leadership, Project Management, Research, Proposal Writing, Market Research, Social Media, Social Networking, Event Planning, Nonprofits, Newsletters, Editing, Email Marketing
Education
University of Missouri-Columbia 1992 — 1996
BA, English Literature
Myers and Stauffer LC October 2011 - Present
JPMorgan May 2007 - October 2011
JPMorgan Retirement Plan Services May 2006 - May 2007
Rockhurst University Continuing Education Center April 2004 - May 2006
Rockhurst University Continuing Education Center May 2002 - April 2004
Skills
Corporate Communications, Strategic Communications, Marketing Communications, Internal Communications, Public Speaking, Media Relations, Copywriting, Proofreading, Content Development, Creative Writing, Management, Marketing, Public Relations, Budgets, Team Leadership, Project Management, Research, Proposal Writing, Market Research, Social Media, Social Networking, Event Planning, Nonprofits, Newsletters, Editing, Email Marketing
Education
University of Missouri-Columbia 1992 — 1996
BA, English Literature
Eugene Trakhtenberg, QPA, QKA, PMP's JPMorgan Retirement Plan Services Experience January 2008 - August 2014
Job Defined Benefits Implementation Project Manager at GreatWest Financial
Industry Financial Services
Experience
Great-West Financial September 2014 - Present
JPMorgan - Retirement Plan Services January 2008 - August 2014
Milliman February 2004 - January 2008
Implementation Analyst - Defined Contribution September 2001 - February 2004
Skills
Microsoft Office, Excel VBA, Oracle SQL, Regression Testing, Implementation Planning, Implementation..., Testing Practices, Testing Tools, Project Management Plan, VBA, SQL, Defined Benefit, Defined Contribution, ERISA
Education
Projet Management Institute 2012 — 2013
PMP, Project Management
American Society of Pension Professionals & Actuaries (ASPPA) 2001 — 2013
QPA, QKA, Pension Implemenation and Administration
Binghamton University 1997 — 2001
BA Economics, Economics, International Business
Great-West Financial September 2014 - Present
JPMorgan - Retirement Plan Services January 2008 - August 2014
Milliman February 2004 - January 2008
Implementation Analyst - Defined Contribution September 2001 - February 2004
Skills
Microsoft Office, Excel VBA, Oracle SQL, Regression Testing, Implementation Planning, Implementation..., Testing Practices, Testing Tools, Project Management Plan, VBA, SQL, Defined Benefit, Defined Contribution, ERISA
Education
Projet Management Institute 2012 — 2013
PMP, Project Management
American Society of Pension Professionals & Actuaries (ASPPA) 2001 — 2013
QPA, QKA, Pension Implemenation and Administration
Binghamton University 1997 — 2001
BA Economics, Economics, International Business
Jered Wagner's JPMorgan Retirement Plan Services Experience October 2005 - March 2007
Job Product Specialist Trainer at Transcom
Industry Outsourcing/Offshoring
Experience
Transcom July 2015 - Present
W.J. Bradley Mortgage Capital, LLC December 2012 - January 2015
LenderLive Network, Inc. July 2012 - December 2012
Aurora Bank FSB November 2007 - July 2012
JPMorgan Retirement Plan Services October 2005 - March 2007
Chase Home Finance September 2000 - January 2005
Mellon Mortgage Company August 1999 - September 2000
Knott's Berry Farm April 1987 - June 1997
Skills
Training, Loss Mitigation, Loan Servicing, Underwriting, Mortgage Underwriting, Credit, Residential Mortgages, Foreclosures, Loan Origination, Mortgage Banking, Information Mapping, Microsoft Office, FHA, Management, REO, Credit Analysis, Microsoft Word, Microsoft Excel, LPS Desktop, Refinance, Outlook, Default, Finance, Risk Management, Loans, Bankruptcy, Quality Assurance, Lenstar, Fidelity, Job Coaching, Taleo, Financial Services, Needs Analysis, Onboarding, ADDIE, Snag It, Escalation Resolution, Camtasia, virtual training, Blackboard Collaborate
Education
Cerritos College 1988 — 1990
Associate of Arts (A.A.), English Language and Literature, General
Transcom July 2015 - Present
W.J. Bradley Mortgage Capital, LLC December 2012 - January 2015
LenderLive Network, Inc. July 2012 - December 2012
Aurora Bank FSB November 2007 - July 2012
JPMorgan Retirement Plan Services October 2005 - March 2007
Chase Home Finance September 2000 - January 2005
Mellon Mortgage Company August 1999 - September 2000
Knott's Berry Farm April 1987 - June 1997
Skills
Training, Loss Mitigation, Loan Servicing, Underwriting, Mortgage Underwriting, Credit, Residential Mortgages, Foreclosures, Loan Origination, Mortgage Banking, Information Mapping, Microsoft Office, FHA, Management, REO, Credit Analysis, Microsoft Word, Microsoft Excel, LPS Desktop, Refinance, Outlook, Default, Finance, Risk Management, Loans, Bankruptcy, Quality Assurance, Lenstar, Fidelity, Job Coaching, Taleo, Financial Services, Needs Analysis, Onboarding, ADDIE, Snag It, Escalation Resolution, Camtasia, virtual training, Blackboard Collaborate
Education
Cerritos College 1988 — 1990
Associate of Arts (A.A.), English Language and Literature, General
Crista Terreau's JPMorgan Retirement Plan Services Experience January 2003 - January 2007
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
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
Barb Glessner's JPMorgan Retirement Plan Services Experience 2002 - 2009
Job Meeting and Event Planner at Bayer HealthCare LLC
Industry Marketing and Advertising
Experience
Bayer HealthCare 2011 - Present
City of Lenexa 2010 - Present
ZuPreem 2010 - 2011
JPMorgan Retirement Plan Services 2002 - 2009
American Century Investments 1989 - 2002
World Book 1986 - 1989
Education
University of Illinois at Urbana-Champaign
B.S., Journalism
Bayer HealthCare 2011 - Present
City of Lenexa 2010 - Present
ZuPreem 2010 - 2011
JPMorgan Retirement Plan Services 2002 - 2009
American Century Investments 1989 - 2002
World Book 1986 - 1989
Education
University of Illinois at Urbana-Champaign
B.S., Journalism