Lockton Retirement Services
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20 Lockton Retirement Services employees in database. Find out everything there's to know about Lockton Retirement 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.
Lockton Retirement Services Employees
Husch Blackwell May 2014 - Present
Lockton Retirement Services September 2013 - May 2014
Brown & Hulbert, LLC May 2011 - August 2013
Skills
Legal Research, Wills, Trusts, Powers of Attorney, Estate Administration, Legal Writing, Estate Law, Tax Law, Courts, Criminal Law, Trials, Civil Litigation, Legal Issues, Appeals, Westlaw, Legal Assistance, Mediation
Education
Tulane University
B.S., Business
University of Denver - Sturm College of Law
Juris Doctor
University of Missouri-Kansas City
Master of Laws (LLM), Taxation
Lockton Retirement Services May 2015 - Present
Lockton Retirement Services January 2015 - May 2015
AXA Advisors May 2014 - April 2015
Lloyd's of London October 2014 - October 2014
AXA Advisors January 2014 - May 2014
UNC Charlotte Recreational Services April 2013 - April 2014
Skills
Mutual Funds, Asset Allocation, Variable Annuities, Permanent Life Insurance, Term Life Insurance, Retirement Planning, Insurance, Social Security, Team Leadership, Microsoft Excel, Microsoft Word, Time Management, Critical Thinking, Customer Satisfaction, Creativity, Salesforce.com
Education
University of North Carolina at Charlotte 2011 — 2015
B.S.B.A, Finance (Risk Management and Insurance), 3.5
Lockton Companies May 2014 - Present
Lockton Retirement Services May 2013 - Present
Lockton Retirement Services May 2011 - May 2013
United States Department of Labor - EBSA May 2002 - May 2011
Education
University of Missouri-Kansas City School of Law 2001 — 2004
J.D., Law
Northwest Missouri State University 1997 — 2001
B.S., Political Science
Lockton Retirement Services May 2015 - Present
Mutual of America April 2005 - May 2015
Fidelity Investments May 1998 - April 2005
Skills
Sales, 401k, Mutual Funds, Certified Financial..., Retirement Planning, Series 63, Retirement, Series 7, Wealth Management, Start-ups, Nonprofits, Chartered Retirement...
Education
Southern Methodist University 2008 — 2009
Certificate Program In Financial Planning
Southern Methodist University - Cox School of Business 2002 — 2004
MBA
The University of Texas at Austin 1994 — 1998
BS
Fidelity Investments June 2015 - Present
Fidelity Investments October 2014 - June 2015
Lockton Retirement Services May 2013 - October 2014
Lockton Companies January 2013 - May 2013
BRYAN 800, Answering Service December 2011 - December 2012
TEXAS A&M January 2010 - December 2012
SNOW ISLAND TOO August 2005 - August 2012
AGGIE ANGELS October 2009 - March 2012
DALLAS BY DEFINITION, Marketing Research Company June 2010 - August 2011
Sports Official Association January 2010 - January 2011
Skills
Retirement, Recruiting, Series 6, Series 63, Employee Education, Public Speaking, Customer Service, Teamwork, Human Resources, Time Management, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Market Research, Marketing, Sales, Leadership, Social Media, Program Management, Interviews, Editing, Event Planning, Training, Call Centers, Outlook, Data Entry, Organizational...
Education
Texas A&M University 2009 — 2013
Bachelor of Science, Human Resources Development
Lockton Retirement Services August 2012 - Present
Mercer August 2003 - August 2012
Principal Financial Group 1996 - 2003
Skills
401k, Retirement, Defined Benefit, Series 7, Series 63, Employee Benefits, Defined Contribution, Retirement Planning, Mutual Funds, Investments, Asset Allocation, Pensions, ERISA, Qualified Retirement..., Retirement Plan..., Investment Strategies, Investment Advisory, Wealth Management, Financial Services, Alternative Investments, Investment Management
Education
Wake Forest University 2009 — 2011
Master of Business Administration (M.B.A.)
Iowa State University - College of Business 1991 — 1995
Bachelor of Business Administration (BBA), Finance
Lockton Retirement Services March 2012 - Present
Principal Financial Group August 2011 - March 2012
Summit Financial Group, Inc. September 2008 - August 2011
Skills
Series 6, Series 63, Customer Service, PowerPoint, Excel, Outlook, Microsoft Office, Public Speaking, Microsoft Excel, Management, Retirement, Employee Benefits
Education
The University of Texas at Dallas 2006 — 2008
Bachelor of Science, Economics
Navia Benefit Solutions, Inc. May 2013 - Present
Lockton Retirement Services January 2012 - May 2013
Lockton Retirement Services May 2010 - August 2010
Frost Bank 2010 - 2010
Texans For Kay Bailey Hutchison May 2009 - August 2009
Skills
Investments, Mutual Funds, Finance, Strategic Consulting, Microsoft Excel, Microsoft Word, Retirement Plan..., 401k, Sales, Employee Benefits, Business Relationship..., Marketing Strategy, Marketing Communications, Flexible Spending..., Section 125 Plans, Health Savings Accounts, Mergers & Acquisitions
Education
The University of Texas at Austin 2008 — 2011
BBA, Finance
Southlake Carroll High School 2004 — 2007
Lockton Retirement Services May 2015 - Present
EMPOWER Retirement, formerly J.P. Morgan Retirement Plan Services February 2010 - April 2015
Fidelity Investments May 2007 - January 2010
JP Morgan 2003 - 2007
American Century Investments/JP Morgan 1992 - 2007
Education
The University of Kansas 1986 — 1992
Sumner Academy 1980 — 1986
Lockton Retirement Services June 2015 - Present
Lockton Retirement Services January 2013 - May 2015
Lakes Tennis Academy May 2008 - August 2012
Skills
Investments, Microsoft Excel, Series 7, Microsoft Word, Retirement, 401k, Mutual Funds, Management, Leadership, Series 66
Education
Missouri State University 2008 — 2012
Bachelor of Science (B.S.), Biology, General Business
Hebron High School 2004 — 2008
Lockton Retirement Services July 2013 - Present
Texas Tech University August 2010 - December 2012
Lewis & Ellis May 2012 - August 2012
Lewis & Ellis May 2011 - August 2011
Skills
Probability, Statistics, R, Actuarial Science, Retirement, Microsoft Excel, Access, Calculus, Financial Modeling, Maple, Social Media, Teamwork, Public Speaking, Microsoft Word, Microsoft Office, Time Management
Education
Texas Tech University 2009 — 2013
Bachelor of Arts (B.A.), Mathematics
Berkner High School 2005 — 2009
Lockton Retirement Services July 2013 - Present
Vanguard October 2012 - July 2013
Vanguard June 2011 - October 2012
Skills
Mutual Funds, Retirement Planning, Strategic Financial..., IRAs, Investment Advisory, Asset Managment, 401k, Defined Contribution, Defined Benefit, Retirement Plan...
Education
University of Kentucky
Bachelor of Arts (BA), Economics
Lockton Retirement Services October 2014 - Present
Transamerica Retirement Solutions September 2003 - October 2014
IDEAL Financial Services November 1999 - September 2003
Skills
Retirement, 401k, Series 63, Retirement Planning, Financial Services, Mutual Funds, Investments, Asset Allocation, Pensions, Series 6, Relationship Management, Defined Benefit, Investment Advisory, Series 65
Education
California State University-East Bay
BA, Mass Communication
San Diego State University-California State University
Journalism
Lockton Retirement Services January 2012 - Present
Memorial Sloan-Kettering Cancer Center October 2010 - March 2011
Freelance August 2007 - October 2010
Hillstone Restaurant Group February 2008 - July 2010
University of Florida 2006 - 2007
Skills
Event Planning, Event Management, Social Media, Outlook, Word, Business Writing, Proposal Writing, Customer Service, Multi Tasking, Microsoft Word, Microsoft Office, Marketing Communications, Marketing Strategy, Marketing, Product Marketing, Blogging, PowerPoint, Editing, Social Networking, Public Relations, Microsoft Excel
Education
University of Florida 2006 — 2007
Master of Science, Business Management
University of Florida 2002 — 2006
Bachelor of Arts, Theatre
Lockton Retirement Services September 2012 - Present
Coventry Health Care June 2011 - September 2012
Lockton Companies July 2010 - June 2011
Lockton Companies February 2010 - August 2010
Education
University of Missouri-Kansas City 2009 — 2011
MA, Economics
The University of Kansas 2004 — 2008
BA, Economics
Lockton Retirement Services September 2014 - Present
National Association of Insurance Commissioners (NAIC) March 2014 - September 2014
Skills
Microsoft Office, Microsoft Excel, Customer Service, Public Speaking, PowerPoint, Microsoft Word, Time Management, Social Media, Facebook, Research
Education
University of Missouri-Kansas City School of Law 2012 — 2015
J.D.
University of Missouri-Columbia