Karel-Gordon & Associates

Description

Address: 707 Skokie Blvd, Northbrook, IL 60062 Phone: (847) 564-5655Place name: Category: : : Hours: : : : : Website: Website: http://www.karelgordon.com/ Category: Banking and Finance Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo.Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question

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Karel-Gordon & Associates Employees

Employee
Years
Job
Industry
Gary Fraser Gary Fraser Rolling Meadows, Illinois Details
Gary Fraser's Karel-Gordon & Associates Experience March 2000 - November 2011
Job Financial Services Representative, Princor Registered Representative, Investment Adviser Representative
Industry Financial Services
Experience
Principal Financial Group  September 2011 - Present
Karel-Gordon & Associates   March 2000 - November 2011
Ritchie Capital Management  November 2007 - January 2011

Skills
401 (k), 403 (b), SEP &..., Annuities (Variable &..., Asset Allocation, Business Continuation..., Business Overhead..., Buy-Sell Agreements, Buy-Sell Review, Charitable Giving, College Funding..., Deferred Compensation..., Dental Insurance, Disability Income..., Estate Planning, Executive Benefits..., Financial Needs Analysis, Income Protection, Informal Business..., IRAs (Traditional &..., Key Person Insurance, Long-Term Care Insurance, Mutual Funds, Pension Funds, Salary Continuation, Series 6, 63, 65..., Split Dollar Plans, Supplemental Retirement..., Survivor Income, Tax-Deferred Savings, Term Life Insurance, Universal Life Insurance, Wellness Programs, Wealth Accumulation, Whole Life Insurance

Education
Governors State University
Bachelor of Science, Accounting

Joseph Gurka, QKA Joseph Gurka, QKA Chicago, Illinois Details
Joseph Gurka, QKA's Karel-Gordon & Associates Experience August 2011 - Present
Job Plan Administrator at KarelGordon & Associates
Industry Financial Services
Experience
Karel-Gordon & Associates   August 2011 - Present
Nationwide Hospitality, Inc   March 2008 - August 2011

Skills
QuickBooks, Peachtree, Datair, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Accounting, Invoicing, Auditing, Pension Administration, Analysis

Education
Keller Graduate School of Management of DeVry University   2010 — 2012
Master's degree, Accounting and Finance

Northern Illinois University   2005 — 2007
Bachelor of Science (B.S.), Finance, General

Harvey Shifrin Harvey Shifrin Greater Chicago Area Details
Harvey Shifrin's Karel-Gordon & Associates Experience February 2001 - February 2006
Job Attorney at TWG Benefits, Inc.
Industry Law Practice
Experience
TWG Benefits, Inc.   September 2014 - Present
The John Marshall Law School  2010 - Present
Chuhak & Tecson, P.C.   February 2006 - September 2012
Karel-Gordon & Associates   February 2001 - February 2006
Pinnacle Anesthesia Consultants, P.A.   July 1998 - January 2001

Skills
ERISA, Profit Sharing, Cash Balance, Defined Benefit, Mediation, Microsoft Excel, Microsoft Word, Microsoft Access, Employee Benefits, 401(k), Trusts, Legal Compliance, Appeals

Education
Baylor University School of Law   1972 — 1975
J.D., Law

University of Illinois at Urbana-Champaign   1967 — 1971
B.S., Communications, Radio-TV

Homewood-Flossmoor HS   1963 — 1967

Holly Danziger Holly Danziger Greater Chicago Area Details
Holly Danziger's Karel-Gordon & Associates Experience March 2011 - Present
Job Pension Consultant at KarelGordon & Associates
Industry Financial Services
Experience
Karel-Gordon & Associates   March 2011 - Present
Priority Capital Group   November 2009 - March 2011
Van Kampen Investments  February 1997 - November 2009

Skills
Pension Consulting, Qualified Plan Design, Creative Plan Design, Public Speaking, Presenter for CPE, CFP..., Leadership, Management, National Accounts, Broker-Dealer, Sales, Retirement Plan..., Credit, Retirement Planning

Education
University of Iowa   1990 — 1994
Bachelor of Business Administration, Finance

Emily Gunty Emily Gunty Chicago, Illinois Details
Emily Gunty's Karel-Gordon & Associates Experience June 2010 - July 2012
Job Senior Associate Consultant at Clarity Solution Group
Industry Information Technology and Services
Experience
Clarity Solution Group  September 2013 - Present
Clarity Solution Group  August 2012 - September 2013
Karel-Gordon & Associates   June 2010 - July 2012

Skills
Strategy, Leadership, Analytics, Management, Informatica, Consulting, Business Intelligence, Big Data, Business Analysis, Data Analysis, Program Management, Data Modeling, Integration, Requirements Analysis, Analysis, ETL, Data Mining, Predictive Modeling, Statistical Modeling, Teradata, Data Integration, Data Warehousing, Business Objects, Netezza, SDLC, Requirements Gathering, OLAP, Master Data Management, Data Governance, IT Strategy, Microstrategy, Tableau, Business Analytics, Software Project..., Enterprise Architecture, Solution Architecture, Business Process, SAS

Education
Bradley University   2005 — 2009
Bachelor of Science (B.S.), Actuarial Science-Business

Beverly Platt, ERPA Beverly Platt, ERPA Northbrook, Illinois Details
Beverly Platt, ERPA's Karel-Gordon & Associates Experience September 1982 - Present
Job Partner, Pension Consultant at KarelGordon & Associates
Industry Financial Services
Experience
Karel-Gordon & Associates   September 1982 - Present

Skills
Pensions, Retirement Plan..., Pension Administration, Retirement Planning, Defined Benefit, Retirement, Portfolio Management, Actuaries, Defined Contribution, Trading, Equities, Investments, Asset Allocation, 401k, Profit Sharing

Education
Northeastern Illinois University
B.A. in Mathematics, Statistics

Andres Gavilanez, MBA Andres Gavilanez, MBA Greater Chicago Area Details
Andres Gavilanez, MBA's Karel-Gordon & Associates Experience August 2010 - May 2011
Job Financial Analyst at ColeParmer
Industry Financial Services
Experience
Cole-Parmer  June 2015 - Present
Coldwell Banker / NRT LLC  July 2014 - June 2015
Coldwell Banker (NRT)   October 2012 - July 2014
Coldwell Banker (NRT)   February 2012 - October 2012
Coldwell Banker (NRT)   May 2011 - February 2012
Karel-Gordon & Associates   August 2010 - May 2011
Hansen Realty, Inc  July 2007 - August 2010

Skills
Accounting, Microsoft Excel, Financial Analysis, Budgets, Financial Reporting, Real Estate, Outlook, Forecasting, Microsoft Office, Real Estate Transactions, Negotiation, Account Reconciliation, Finance, QuickBooks, Banking, Analysis

Education
DePaul University   2010 — 2014
Masters of Business Administration, Financial Analysis, 3.67 / 4.0 GPA

Northeastern Illinois University   2004 — 2008
Bachelor of Science (B.S.), Finance, 3.55 / 4.0 GPA

Brandon-Dawson Warner Brandon-Dawson Warner Greater Chicago Area Details
Brandon-Dawson Warner's Karel-Gordon & Associates Experience May 2015 - Present
Job Actuary at KarelGordon & Associates
Industry Financial Services
Experience
Karel-Gordon & Associates   May 2015 - Present
EY  October 2013 - May 2015
Ernst & Young  December 2011 - September 2013
Karel-Gordon & Associates   April 2010 - December 2011
Karel-Gordon & Associates   December 2007 - April 2010
Mercer  August 2003 - November 2007

Skills
Defined Benefit, Actuarial Science, Profit Sharing, Cash Balance, Valuation, Actuarial Consulting, Pensions, Retirement, Risk Management

Education
University of Illinois at Urbana-Champaign   1999 — 2003
Bachelor of Science, Actuarial Science

Seth Silverman Seth Silverman Greater Chicago Area Details
Seth Silverman's Karel-Gordon & Associates Experience May 2004 - Present
Job Pension Consultant at KarelGordon & Associates
Industry Financial Services
Experience
Karel-Gordon & Associates   May 2004 - Present

Education
University of Iowa   1992 — 1996
Bachelor of Arts, Economics

John Plamoottil John Plamoottil Chicago, Illinois Details
John Plamoottil's Karel-Gordon & Associates Experience May 2013 - Present
Job Pension Plan Administrator at KarelGordon & Associates
Industry Sports
Experience
Karel-Gordon & Associates   May 2013 - Present
Dream India Academy   January 2014 - Present
Koraze   August 2012 - November 2013

Skills
Microsoft Office, Public Speaking, Social Media, Social Media Marketing, Microsoft Excel, Management, Sales, Leadership, Fundraising, Project Management

Education
Iowa State University - College of Business   2006 — 2010

Denise Karageorge-Gaulin Denise Karageorge-Gaulin Greater Chicago Area Details
Denise Karageorge-Gaulin's Karel-Gordon & Associates Experience October 2007 - Present
Job Office Manager at KarelGordon & Associates
Industry Management Consulting
Experience
Karel-Gordon & Associates   October 2007 - Present
Connections Day School, Libertyville, IL   June 2006 - October 2007
Medco Service Corporation   June 2000 - June 2006
Oak Grove School District #68  August 1997 - June 2002
Merrill Lynch  March 1989 - August 1997

Skills
Microsoft Excel, Microsoft Word, Public Speaking, Microsoft Office, PowerPoint, Customer Service, QuickBooks, Management, Payroll, Outlook

Education
Trinity International University   2002 — 2003
Working towards a Master of Arts

Northeastern Illinois University
B.A., Business & Management

Northeastern Illinois University
B.A. of Business Administration and Management

Linda Niu Linda Niu Greater Los Angeles Area Details
Linda Niu's Karel-Gordon & Associates Experience September 2012 - May 2014
Job Associate, Retirement at Buck Consultants, A Xerox Company
Industry Financial Services
Experience
Buck Consultants, A Xerox Company  July 2014 - Present
Karel-Gordon & Associates   September 2012 - May 2014
Block Consulting Actuaries   September 2010 - May 2012
Allied Consulting, Inc.   October 2008 - September 2010

Skills
Valuation, Actuarial Science, Pensions, Analysis, Insurance, Pension Administration, Teamwork, Data Analysis, Retirement Plan..., Databases, Employee Benefits

Education
University of California, Los Angeles
B.S., Mathematics

Jean Paul Galvez, QKA Jean Paul Galvez, QKA Huntley, Illinois Details
Jean Paul Galvez, QKA's Karel-Gordon & Associates Experience April 2011 - Present
Job Retirement Plan Administrator at KarelGordon & Associates
Industry Financial Services
Experience
Karel-Gordon & Associates   April 2011 - Present

Skills
401k, Pension Administration, Defined Benefit, Retirement, Retirement Planning

Education
Harper College

Diane Schwartz, QPA, QKA Diane Schwartz, QPA, QKA Greater Milwaukee Area Details
Diane Schwartz, QPA, QKA's Karel-Gordon & Associates Experience January 2007 - June 2007
Job Administrator at Retirement, LLC
Industry Financial Services
Experience
Retirement, LLC  March 2014 - Present
CUNA Mutual Group  June 2007 - May 2013
Karel-Gordon & Associates   January 2007 - June 2007
SVA Retirement Plan Services, LLC   2004 - 2006
Town of Raymond  April 1994 - April 2004
Racine Pen-Tax, Inc.   January 1989 - June 2003
DeMark, Kolbe & Brodek   1990 - 1991
Emjay Corporation  April 1981 - August 1988

Skills
Retirement, ERISA, Defined Benefit, Defined Contribution, Relationship Management, Qualified Retirement...

Education
Cardinal Stritch University   1985 — 1988
BS, Business Admin

Gateway Technical College   1978 — 1980
Associate's degree, Accounting, 3.95 GPA

Jerry Karel Jerry Karel Highland Park, Illinois Details
Jerry Karel's Karel-Gordon & Associates Experience February 1975 - Present
Job President at Karel Gordon & Associates
Industry Financial Services
Experience
Karel Gordon & Associates  February 1975 - Present

Education
University of Illinois College of Medicine   1958 — 1961
B.S.A, Accounting

Ramraj Krishnan Ramraj Krishnan Owings Mills, Maryland Details
Ramraj Krishnan's Karel-Gordon & Associates Experience January 2010 - May 2010
Job Pension Analyst at T. Rowe Price
Industry Management Consulting
Experience
T. Rowe Price  September 2010 - Present
Karel-Gordon & Associates   January 2010 - May 2010
Aon Consulting  April 2009 - December 2009
Fidelity Investments  February 2008 - March 2009
Aon Consulting/Actuarial Science Associates   June 1999 - February 2008
Hewitt Associates  June 1996 - June 1999

Skills
Defined Contribution, Pensions, Insurance, Valuation, Defined Benefit, Pension Administration, Actuarial Science, Employee Benefits, Actuaries, Retirement, Benefits Administration, Microsoft Excel, Project Management, Microsoft Office, ERISA, Process Improvement, 401k, Vendor Management, Risk Management, Strategic Planning, Financial Services, Financial Analysis, Mutual Funds, Leadership, Investments, Business Analysis

Education
University of Michigan   1993 — 1996
Bachelor of Science (BS), Actuarial Mathematics

University of michigan ann arbor   1993 — 1996
Bachelors of Science, Actuarial Mathematics

Jack Kuo Jack Kuo Buffalo Grove, Illinois Details
Jack Kuo's Karel-Gordon & Associates Experience December 2014 - Present
Job Retirement Plan Administrator at KarelGordon & Associates
Industry Financial Services
Experience
Karel-Gordon & Associates   December 2014 - Present
Tepfer Consulting Group   August 2013 - February 2014

Skills
Pensions, Valuation, Defined Benefit, Defined Contribution, Account Reconciliation, Microsoft Excel, Financial Statements, Retirement Planning, Retirement, Actuarial Science

Education
Northern Illinois University
Bachelor's Degree, Business Marketing