Menke & Associates
Industry: Company
DescriptionFounded: 1974 Parent organization: The Menke Group
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Menke & Associates Employees
Employee
Years
Job
Industry
Perlita Biag Perlita Biag's Menke & Associates Experience July 1998 - July 2008
Job Associate
Industry Real Estate
Experience
Velur Enterprises, Inc. February 2014 - Present
Blue Ridge ESOP Associates January 2009 - July 2013
Menke & Associates July 1998 - July 2008
BSI Consultants, Inc. July 1995 - July 1998
Benefit Systems, Inc. December 1987 - January 1996
Security Bank and Trust Company 1983 - April 1987
Skills
401k, Accounting, Pension Administration, ESOP, Audit, Benefits Administration, Real Estate, Tax
Education
Ateneo Graduate School of Business 1983 — 1984
Polytechnic University of the Philippines 1974 — 1977
Bachelor of Commerce (B.Com.), Accounting and Finance
Velur Enterprises, Inc. February 2014 - Present
Blue Ridge ESOP Associates January 2009 - July 2013
Menke & Associates July 1998 - July 2008
BSI Consultants, Inc. July 1995 - July 1998
Benefit Systems, Inc. December 1987 - January 1996
Security Bank and Trust Company 1983 - April 1987
Skills
401k, Accounting, Pension Administration, ESOP, Audit, Benefits Administration, Real Estate, Tax
Education
Ateneo Graduate School of Business 1983 — 1984
Polytechnic University of the Philippines 1974 — 1977
Bachelor of Commerce (B.Com.), Accounting and Finance
Kyle Coltman Kyle Coltman's Menke & Associates Experience May 1979 - Present
Job CEO at Menke & Associates
Industry Financial Services
Experience
Menke & Associates May 1979 - Present
Skills
Investment Banking, Corporate Finance, Capital Raising, Exit Strategies, Mergers & Acquisitions, LBO, Financial Modeling, ESOP, M&A experience, Financial Analysis, Financial Structuring
Education
University of California, Berkeley 1986 — 1988
Master's degree, Finance, General
University of California, San Diego 1976 — 1978
Bachelor's degree, Economics
Menke & Associates May 1979 - Present
Skills
Investment Banking, Corporate Finance, Capital Raising, Exit Strategies, Mergers & Acquisitions, LBO, Financial Modeling, ESOP, M&A experience, Financial Analysis, Financial Structuring
Education
University of California, Berkeley 1986 — 1988
Master's degree, Finance, General
University of California, San Diego 1976 — 1978
Bachelor's degree, Economics
Trudy A. Hess Trudy A. Hess's Menke & Associates Experience 1997 - 2002
Job Realtor at Atlanta Communities Real Estate Brokerage
Industry Real Estate
Experience
Keller Williams Realty, Signature Partners October 2004 - January 2011
McBride & Son Homes April 2008 - July 2009
Solid Source Realty September 2008 - February 2009
Two Fifty Cleaners 2001 - 2005
HGS Realty January 1994 - March 2004
Swerdlin & Company 2001 - 2002
Menke & Associates 1997 - 2002
Mt Bethel United Methodist Church 1993 - 1996
Matson Driscoll & Damico 1992 - 1994
Southern Electricity Board 1974 - 1977
Skills
Single Family Homes, Investment Properties, Short Sales, Residential Homes, First Time Home Buyers, Foreclosures, Real Estate, Sellers, REO, Relocation, Investors, Buyer Representation, Condos, Listings, Referrals, New Home Sales, Real Estate Transactions, Selling, Property Management, HUD, Luxury, Rentals, Relocation Buyers, National Association of..., Resellers, Townhomes, Buyers, e-PRO, FHA, Real Property, Move Up Buyers, Seller Representation, Home Staging, Real Estate Development, Mortgage Lending, Commercial Real Estate, ABR, Property, Seniors, Leases, SFR, New Homes, Vacation Homes, Income Properties, Listing Homes, Waterfront, Council of Residential..., 1031 Exchanges, Real Estate Financing, Real Estate License
Education
Kennesaw State University 2002 — 2004
Paralegal, Certificate of Paralegal Studies
College Of East Berks 1973 — 1977
Business, Commerce, Business, Finance
Furze Platt Comprehensive 1970 — 1975
High School, General
Real Estate Institute
CDPS, Distressed Property
Keller Williams Realty, Signature Partners October 2004 - January 2011
McBride & Son Homes April 2008 - July 2009
Solid Source Realty September 2008 - February 2009
Two Fifty Cleaners 2001 - 2005
HGS Realty January 1994 - March 2004
Swerdlin & Company 2001 - 2002
Menke & Associates 1997 - 2002
Mt Bethel United Methodist Church 1993 - 1996
Matson Driscoll & Damico 1992 - 1994
Southern Electricity Board 1974 - 1977
Skills
Single Family Homes, Investment Properties, Short Sales, Residential Homes, First Time Home Buyers, Foreclosures, Real Estate, Sellers, REO, Relocation, Investors, Buyer Representation, Condos, Listings, Referrals, New Home Sales, Real Estate Transactions, Selling, Property Management, HUD, Luxury, Rentals, Relocation Buyers, National Association of..., Resellers, Townhomes, Buyers, e-PRO, FHA, Real Property, Move Up Buyers, Seller Representation, Home Staging, Real Estate Development, Mortgage Lending, Commercial Real Estate, ABR, Property, Seniors, Leases, SFR, New Homes, Vacation Homes, Income Properties, Listing Homes, Waterfront, Council of Residential..., 1031 Exchanges, Real Estate Financing, Real Estate License
Education
Kennesaw State University 2002 — 2004
Paralegal, Certificate of Paralegal Studies
College Of East Berks 1973 — 1977
Business, Commerce, Business, Finance
Furze Platt Comprehensive 1970 — 1975
High School, General
Real Estate Institute
CDPS, Distressed Property
Bruce Armstrong Bruce Armstrong's Menke & Associates Experience August 1985 - Present
Job Managing Director at Menke & Associates
Industry Financial Services
Experience
Menke & Associates August 1985 - Present
Wells Fargo Bank September 1979 - June 1985
Marsh & McLennan Companies, Inc. March 1976 - August 1977
Skills
Business Development, Valuation, Investment Banking, Strategy, Mergers & Acquisitions, Due Diligence, Business Valuation, Management, ESOP, Loans, Credit, Finance, Banking, Executive Management, Corporate Finance, Investments, Financial Analysis, Portfolio Management, Financial Advisory
Education
UCLA Anderson School of Management 1977 — 1979
MBA in Accounting and Finance from UCLA Anderson Graduate School of Management
Stanford University 1971 — 1975
Bachelor's degree in, Economics with additional concentration in Political Science
Menke & Associates August 1985 - Present
Wells Fargo Bank September 1979 - June 1985
Marsh & McLennan Companies, Inc. March 1976 - August 1977
Skills
Business Development, Valuation, Investment Banking, Strategy, Mergers & Acquisitions, Due Diligence, Business Valuation, Management, ESOP, Loans, Credit, Finance, Banking, Executive Management, Corporate Finance, Investments, Financial Analysis, Portfolio Management, Financial Advisory
Education
UCLA Anderson School of Management 1977 — 1979
MBA in Accounting and Finance from UCLA Anderson Graduate School of Management
Stanford University 1971 — 1975
Bachelor's degree in, Economics with additional concentration in Political Science
Karen Stogdill's Menke & Associates Experience April 1992 - January 2001
Job at
Industry Accounting
Experience
Karen Stogdill Tax Services November 2013 - Present
KKS Tax Associates, Inc. 2010 - Present
Tax Practice of Karen K Stogdill January 2000 - December 2010
Menke & Associates April 1992 - January 2001
Towers Watson (previously Towers, Perrin, Forster & Crosby, formerly Tillinghast) August 1984 - April 1992
Capital Management Group, Inc. November 1981 - August 1984
Tolley International Corporation February 1981 - November 1981
Education
Ball State University
BS
Golden Gate University
Taxation
University of Pennsylvania - The Wharton School
CEBS, Employee benefits
Karen Stogdill Tax Services November 2013 - Present
KKS Tax Associates, Inc. 2010 - Present
Tax Practice of Karen K Stogdill January 2000 - December 2010
Menke & Associates April 1992 - January 2001
Towers Watson (previously Towers, Perrin, Forster & Crosby, formerly Tillinghast) August 1984 - April 1992
Capital Management Group, Inc. November 1981 - August 1984
Tolley International Corporation February 1981 - November 1981
Education
Ball State University
BS
Golden Gate University
Taxation
University of Pennsylvania - The Wharton School
CEBS, Employee benefits
Carla Klingler's Menke & Associates Experience July 1980 - March 1999
Job Owner at PyraStar Pension Group Inc.
Industry Financial Services
Experience
PyraStar Pension Group, Inc. August 1999 - Present
Menke & Associates July 1980 - March 1999
Education
University of California, Santa Barbara 1977 — 1980
Bachelor of Science, Economics and Finance
PyraStar Pension Group, Inc. August 1999 - Present
Menke & Associates July 1980 - March 1999
Education
University of California, Santa Barbara 1977 — 1980
Bachelor of Science, Economics and Finance
Carla Klingler's Menke & Associates Experience July 1980 - March 1999
Job Owner/President at PyraStar Pension Group, Inc
Industry Financial Services
Experience
PyraStar Pension Group, Inc. January 2006 - Present
Paragon Pension Services, Inc. March 1999 - Present
The National Center for Employee Ownership (NCEO) 1985 - Present
pension and consulting industry 1980 - Present
The ESOP Association 1980 - Present
many companies 1980 - 2014
Menke & Associates July 1980 - March 1999
Skills
Pensions, ERISA, 401k, Defined Benefit, Tax, ESOP, Retirement, Due Diligence, Succession Planning, Mergers & Acquisitions, Retirement Planning, Corporate Law, Stocks, Executive Pay, Finance, Employee Benefits, Small Business, Securities, Estate Planning, Qualified Retirement..., Financial Advisory
Education
Wharton School of Business, through Golden Gate University, San Francisco 1981 — 1985
CEBS, Business Management
University of California, Santa Barbara 1978 — 1980
B.S, Economics, Finance & Accounting
Universifty of Kentucky 1975 — 1977
Economics, School of Business
PyraStar Pension Group, Inc. January 2006 - Present
Paragon Pension Services, Inc. March 1999 - Present
The National Center for Employee Ownership (NCEO) 1985 - Present
pension and consulting industry 1980 - Present
The ESOP Association 1980 - Present
many companies 1980 - 2014
Menke & Associates July 1980 - March 1999
Skills
Pensions, ERISA, 401k, Defined Benefit, Tax, ESOP, Retirement, Due Diligence, Succession Planning, Mergers & Acquisitions, Retirement Planning, Corporate Law, Stocks, Executive Pay, Finance, Employee Benefits, Small Business, Securities, Estate Planning, Qualified Retirement..., Financial Advisory
Education
Wharton School of Business, through Golden Gate University, San Francisco 1981 — 1985
CEBS, Business Management
University of California, Santa Barbara 1978 — 1980
B.S, Economics, Finance & Accounting
Universifty of Kentucky 1975 — 1977
Economics, School of Business
Barak Cowling's Menke & Associates Experience 1994 - 1999
Job Implementation Specialist at The Online 401(k)
Industry Financial Services
Experience
The Online 401(k) 2005 - Present
Pension Metrix 2001 - 2005
Benefit Services Corporation 1999 - 2001
Menke & Associates 1994 - 1999
Norcal Mutual Insurance Company 1992 - 1994
Education
The University of Texas at Austin
Bachelor's Degree, English
The Online 401(k) 2005 - Present
Pension Metrix 2001 - 2005
Benefit Services Corporation 1999 - 2001
Menke & Associates 1994 - 1999
Norcal Mutual Insurance Company 1992 - 1994
Education
The University of Texas at Austin
Bachelor's Degree, English
Sandy OSullivan's Menke & Associates Experience
Job Sr Benefits Consultant at Menke & Associates
Industry Financial Services
Experience
Menke & Associates
Skills
Customer Service, Financial Analysis, Microsoft Office, Leadership
Education
University of Hawaii at Manoa 1970 — 1975
Bachelor of Arts (B.A.), Sociology
Menke & Associates
Skills
Customer Service, Financial Analysis, Microsoft Office, Leadership
Education
University of Hawaii at Manoa 1970 — 1975
Bachelor of Arts (B.A.), Sociology
Amber Catlett's Menke & Associates Experience February 2012 - Present
Job Marketing Assistant at Menke & Associates
Industry Program Development
Experience
Menke & Associates February 2012 - Present
Butte County Department of Behavioral Health, Prevention Unit October 2010 - July 2011
Boys & Girls Clubs of the April 2009 - June 2010
Pivotal Systems March 2007 - February 2008
Beads Galore January 2002 - June 2005
Skills
Non-profits, Data Analysis, Marketing, Proposal Writing, Leadership, Event Management, Management, Market Research, Analysis, Email Marketing, Data Entry, Customer Service, Project Planning, Editing, Recruiting, Qualitative Research, Event Planning, Grants
Education
California State University-Chico 2009 — 2011
California State University-Monterey Bay 2005 — 2009
Bachelors of Arts, Anthropology
Menke & Associates February 2012 - Present
Butte County Department of Behavioral Health, Prevention Unit October 2010 - July 2011
Boys & Girls Clubs of the April 2009 - June 2010
Pivotal Systems March 2007 - February 2008
Beads Galore January 2002 - June 2005
Skills
Non-profits, Data Analysis, Marketing, Proposal Writing, Leadership, Event Management, Management, Market Research, Analysis, Email Marketing, Data Entry, Customer Service, Project Planning, Editing, Recruiting, Qualitative Research, Event Planning, Grants
Education
California State University-Chico 2009 — 2011
California State University-Monterey Bay 2005 — 2009
Bachelors of Arts, Anthropology
Bonita Berger's Menke & Associates Experience February 2012 - February 2013
Job Executive Assistant
Industry Legal Services
Experience
Menke & Associates February 2012 - February 2013
LYRIS, INC. (EMAIL MARKETING) June 2011 - August 2011
PEOPLE CONNECTION (TEMPORARY AGENCY) February 2011 - April 2011
Schrieber & Schreiber March 2004 - December 2008
Skills
MS Office Suite, Quickbooks, Adobe Acrobat, Invoicing, Software Documentation, Accounts Payable, Microsoft Word, Event Planning, Fax, Customer Service, Filing, Newsletters, Account Reconciliation, Salesforce.com, Editing, Bookkeeping, Non-profits, Online Research
Education
Potomac Senior High 1964 — 1969
Colorado College
BA, Psychology
Menke & Associates February 2012 - February 2013
LYRIS, INC. (EMAIL MARKETING) June 2011 - August 2011
PEOPLE CONNECTION (TEMPORARY AGENCY) February 2011 - April 2011
Schrieber & Schreiber March 2004 - December 2008
Skills
MS Office Suite, Quickbooks, Adobe Acrobat, Invoicing, Software Documentation, Accounts Payable, Microsoft Word, Event Planning, Fax, Customer Service, Filing, Newsletters, Account Reconciliation, Salesforce.com, Editing, Bookkeeping, Non-profits, Online Research
Education
Potomac Senior High 1964 — 1969
Colorado College
BA, Psychology
Sandra Luque-Hollenbaugh's Menke & Associates Experience August 2011 - February 2012
Job Legal Support Specialist at University of California Office of the President, Office of the General Counsel
Industry Law Practice
Experience
University of California Office of the President, Office of the General Counsel May 2012 - Present
Menke & Associates August 2011 - February 2012
Winston & Strawn LLP November 2008 - July 2011
Thelen Reid Brown Raysman & Steiner LLP August 1984 - November 2007
Education
Pikes Peak Community College 1981 — 1982
Criminal Justice Associates Degree, Criminal Law
Blair Business College
Business, Secretarial/Administrative, Buisness Diploma
University of California Office of the President, Office of the General Counsel May 2012 - Present
Menke & Associates August 2011 - February 2012
Winston & Strawn LLP November 2008 - July 2011
Thelen Reid Brown Raysman & Steiner LLP August 1984 - November 2007
Education
Pikes Peak Community College 1981 — 1982
Criminal Justice Associates Degree, Criminal Law
Blair Business College
Business, Secretarial/Administrative, Buisness Diploma
Chuck Bachman's Menke & Associates Experience December 1993 - Present
Job Senior Counsel at Menke & Associates
Industry Financial Services
Experience
Menke & Associates December 1993 - Present
Education
University of California, Los Angeles
Menke & Associates December 1993 - Present
Education
University of California, Los Angeles
Sandy O'Sullivan's Menke & Associates Experience 1995 - Present
Job Sr Benefits Consultant at Menke & Associates
Industry Financial Services
Experience
Menke & Associates 1995 - Present
Education
University of Hawaii at Manoa
Bachelor of Arts (B.A.), Sociology
Menke & Associates 1995 - Present
Education
University of Hawaii at Manoa
Bachelor of Arts (B.A.), Sociology
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