Meyer Chatfield
Industry: Bank
DescriptionFounded: 1992
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Meyer Chatfield Employees
Employee
Years
Job
Industry
Richard Wayne Malone Richard Wayne Malone's Meyer Chatfield Experience December 2010 - June 2012
Job Chief Operating Officer at Compensation Advisors
Industry Financial Services
Experience
Compensation Advisors May 2012 - Present
Meyer-Chatfield December 2010 - June 2012
The Cochlan Group April 2004 - December 2010
General American Life/MetLife 1995 - 2004
Skills
Executive Compensation, Deferred Compensation, Annuities, Insurance, Bank Owned Life..., Employment Contracts, Executive Pay, Life Insurance, Fixed Annuities, Incentive Compensation, Performance Based..., Noncompete Agreements, 401k, Mergers & Acquisitions, Retirement, Executive Management, Business Planning, Employee Benefits, Retirement Planning, Disability Insurance, Incentive Programs, Pensions, Strategic Financial..., Non-compete Agreements
Education
New Orleans Theological Seminary 1973 — 1975
MDiv, Theology
The University of Southern Mississippi 1969 — 1973
BS, Accounting, Philosophy, Religious Studies
Compensation Advisors May 2012 - Present
Meyer-Chatfield December 2010 - June 2012
The Cochlan Group April 2004 - December 2010
General American Life/MetLife 1995 - 2004
Skills
Executive Compensation, Deferred Compensation, Annuities, Insurance, Bank Owned Life..., Employment Contracts, Executive Pay, Life Insurance, Fixed Annuities, Incentive Compensation, Performance Based..., Noncompete Agreements, 401k, Mergers & Acquisitions, Retirement, Executive Management, Business Planning, Employee Benefits, Retirement Planning, Disability Insurance, Incentive Programs, Pensions, Strategic Financial..., Non-compete Agreements
Education
New Orleans Theological Seminary 1973 — 1975
MDiv, Theology
The University of Southern Mississippi 1969 — 1973
BS, Accounting, Philosophy, Religious Studies
Brian Furbish Brian Furbish's Meyer Chatfield Experience April 2011 - December 2012
Job Private Investor
Industry Insurance
Experience
Private Investor January 2013 - Present
Back9Network, Inc. 2011 - 2013
Meyer-Chatfield April 2011 - December 2012
KBW June 1982 - April 2011
Skills
Capital Markets, Insurance, Banking, Bonds, Investments, Credit Analysis, Equities, Series 7, Asset Management, Private Equity, Alternative Investments
Education
Amherst College 1978 — 1982
Bachelors Degree, Economics
Private Investor January 2013 - Present
Back9Network, Inc. 2011 - 2013
Meyer-Chatfield April 2011 - December 2012
KBW June 1982 - April 2011
Skills
Capital Markets, Insurance, Banking, Bonds, Investments, Credit Analysis, Equities, Series 7, Asset Management, Private Equity, Alternative Investments
Education
Amherst College 1978 — 1982
Bachelors Degree, Economics
Mark Grant, MBA Mark Grant, MBA's Meyer Chatfield Experience January 2015 - Present
Job Vice President, Design and Analysis at MeyerChatfield
Industry Financial Services
Experience
Meyer-Chatfield January 2015 - Present
Meyer-Chatfield July 2011 - December 2014
Clark Consulting February 2009 - June 2011
Renaissance Bank Advisors July 1999 - July 2008
USMC November 1993 - November 2001
Daniel A. Winters and Company, CPA April 1997 - June 1999
Skills
Account Reconciliation, Financial Audit, Financial Analysis, Financial Modeling, Project Management, Retirement Benefit..., Technical Advisor, 409A Compliance, System Development, Non-Qualified Deferred..., BOLI, Employee Benefits, Auditing, Executive Pay, Life Insurance, Process Improvement, Analysis, Insurance, Budgets, Finance, Management, Leadership
Education
Strayer University 2008 — 2011
MBA, Finance
Strayer University 2005 — 2007
B.S., Accounting
Unionville High School 1984 — 1988
Meyer-Chatfield January 2015 - Present
Meyer-Chatfield July 2011 - December 2014
Clark Consulting February 2009 - June 2011
Renaissance Bank Advisors July 1999 - July 2008
USMC November 1993 - November 2001
Daniel A. Winters and Company, CPA April 1997 - June 1999
Skills
Account Reconciliation, Financial Audit, Financial Analysis, Financial Modeling, Project Management, Retirement Benefit..., Technical Advisor, 409A Compliance, System Development, Non-Qualified Deferred..., BOLI, Employee Benefits, Auditing, Executive Pay, Life Insurance, Process Improvement, Analysis, Insurance, Budgets, Finance, Management, Leadership
Education
Strayer University 2008 — 2011
MBA, Finance
Strayer University 2005 — 2007
B.S., Accounting
Unionville High School 1984 — 1988
Kyle Bourgeois Kyle Bourgeois's Meyer Chatfield Experience January 2013 - May 2013
Job Consultant at Microsoft
Industry Information Technology and Services
Experience
Microsoft January 2014 - Present
Nucor Corporation August 2013 - December 2013
8760, Inc. February 2013 - June 2013
Meyer-Chatfield January 2013 - May 2013
HealthSouth May 2012 - August 2012
UA Honors College November 2011 - December 2011
Skills
SQL, C++, C#, SharePoint, HTML, Microsoft Office, Microsoft SQL Server, Visual Studio, Database Design, CRM, Leadership, JavaScript, Visual Basic
Education
University of Alabama 2009 — 2013
Bachelor of Science, Business Administration; Management Information Systems
Florida State University 2007 — 2008
Microsoft January 2014 - Present
Nucor Corporation August 2013 - December 2013
8760, Inc. February 2013 - June 2013
Meyer-Chatfield January 2013 - May 2013
HealthSouth May 2012 - August 2012
UA Honors College November 2011 - December 2011
Skills
SQL, C++, C#, SharePoint, HTML, Microsoft Office, Microsoft SQL Server, Visual Studio, Database Design, CRM, Leadership, JavaScript, Visual Basic
Education
University of Alabama 2009 — 2013
Bachelor of Science, Business Administration; Management Information Systems
Florida State University 2007 — 2008
Jennifer Holiday Jennifer Holiday's Meyer Chatfield Experience 2001 - 2005
Job Senior Vice President Strategic Marketing at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch December 2012 - Present
Merrill Lynch 2010 - 2012
Merrill Lynch 2006 - 2010
Merrill Lynch 2005 - 2006
Meyer-Chatfield 2001 - 2005
Tattar Cutler-DBC January 1999 - January 2000
Skills
Wealth Management, Integrated Marketing, Marketing Strategy, Public Relations, Marketing, Leadership, Strategy, Retirement, Management, Series 7, Strategic Planning
Education
Saint Joseph's University 2009 — 2013
Master of Science
Saint Joseph's University 2002 — 2004
Master of Business Administration (MBA)
Bucknell University 1997 — 2001
Bachelor of Science (B.S.)
Upper Moreland High School 1993 — 1997
Merrill Lynch December 2012 - Present
Merrill Lynch 2010 - 2012
Merrill Lynch 2006 - 2010
Merrill Lynch 2005 - 2006
Meyer-Chatfield 2001 - 2005
Tattar Cutler-DBC January 1999 - January 2000
Skills
Wealth Management, Integrated Marketing, Marketing Strategy, Public Relations, Marketing, Leadership, Strategy, Retirement, Management, Series 7, Strategic Planning
Education
Saint Joseph's University 2009 — 2013
Master of Science
Saint Joseph's University 2002 — 2004
Master of Business Administration (MBA)
Bucknell University 1997 — 2001
Bachelor of Science (B.S.)
Upper Moreland High School 1993 — 1997
Daniel Peterson Daniel Peterson's Meyer Chatfield Experience April 2010 - Present
Job President & CEO, e4 Brokerage, LLC
Industry Insurance
Experience
NAILBA January 2011 - Present
Meyer-Chatfield April 2010 - Present
e4 Brokerage, LLC May 2009 - Present
Eide Bailly LLP May 2009 - Present
American General 2003 - Present
American General Life 2003 - Present
Partners Advantage March 2003 - March 2013
partners avantage insurance services 2003 - December 2009
Partners Advantage Insurance Services 2003 - May 2008
Clarica Life Insurance Company, US September 1998 - April 2003
Skills
Fixed Annuities, Retirement Planning, Insurance, Long-term Care, Estate Planning, Underwriting, Succession Planning, Mergers, Deferred Compensation, Management, Life Insurance, Disability Insurance, Retirement, Term Life Insurance, Product Design, Strategic Financial..., Health Insurance, Employee Benefits, Leadership, Universal Life, Investments, Brokers, Long Term Care Insurance, Financial Advisory, Financial Services, Strategy, Series 63, Securities, Mergers & Acquisitions, Wealth Management, Financial Planners, Finance
Education
Liberty University 1983 — 1987
NAILBA January 2011 - Present
Meyer-Chatfield April 2010 - Present
e4 Brokerage, LLC May 2009 - Present
Eide Bailly LLP May 2009 - Present
American General 2003 - Present
American General Life 2003 - Present
Partners Advantage March 2003 - March 2013
partners avantage insurance services 2003 - December 2009
Partners Advantage Insurance Services 2003 - May 2008
Clarica Life Insurance Company, US September 1998 - April 2003
Skills
Fixed Annuities, Retirement Planning, Insurance, Long-term Care, Estate Planning, Underwriting, Succession Planning, Mergers, Deferred Compensation, Management, Life Insurance, Disability Insurance, Retirement, Term Life Insurance, Product Design, Strategic Financial..., Health Insurance, Employee Benefits, Leadership, Universal Life, Investments, Brokers, Long Term Care Insurance, Financial Advisory, Financial Services, Strategy, Series 63, Securities, Mergers & Acquisitions, Wealth Management, Financial Planners, Finance
Education
Liberty University 1983 — 1987
Brad Dyksen Brad Dyksen's Meyer Chatfield Experience October 2013 - Present
Job Managing Director at MeyerChatfield
Industry Banking
Experience
Meyer-Chatfield October 2013 - Present
Financial Services Inc April 1999 - September 2013
Skills
Item Processing, Banking, BOLI, Compensation & Benefit, Financial Services, Sales, Core Banking, Leadership, Finance, Credit, Software Documentation, Financial Institutions, Retail Banking, Loans, Strategy, Cash Management, Small Business Lending, Commercial Lending, Commercial Banking, Internet Banking, Access, Risk Management, Strategic Planning, Treasury Management, Management, Financial Risk
Education
Bergen Community College 1995 — 1997
Associates, Commercial Art / Computer Graphics
Meyer-Chatfield October 2013 - Present
Financial Services Inc April 1999 - September 2013
Skills
Item Processing, Banking, BOLI, Compensation & Benefit, Financial Services, Sales, Core Banking, Leadership, Finance, Credit, Software Documentation, Financial Institutions, Retail Banking, Loans, Strategy, Cash Management, Small Business Lending, Commercial Lending, Commercial Banking, Internet Banking, Access, Risk Management, Strategic Planning, Treasury Management, Management, Financial Risk
Education
Bergen Community College 1995 — 1997
Associates, Commercial Art / Computer Graphics
Nicole Briggs Nicole Briggs's Meyer Chatfield Experience September 2007 - February 2010
Job Assistant to James A. Adlam, Jr., ChFC (Windsor Financial Group/MassMutual Financial Group)
Industry Financial Services
Experience
Windsor Financial Group March 2015 - Present
Lincoln Investment Planning, Inc. May 2013 - September 2014
Centaurus Financial Inc. August 2012 - May 2013
Harvest Group Financial Services, Corp. September 2010 - May 2013
J. Alden Associates, Inc. December 2010 - December 2010
Bucks County Community College September 2010 - December 2010
Meyer-Chatfield September 2007 - February 2010
Aon Affinity Insurance Services November 2005 - July 2006
Lincoln Investment Planning December 1999 - February 2002
Lincoln Investment Planning August 1989 - May 1998
Skills
Financial Services, Mutual Funds, Series 63, Investments, Strategic Financial..., Series 6, Wealth Management, Investment Advisory, Strategic Planning, Project Management, Alternative Investments, Qualified Retirement..., Retirement Planning, Indexed Annuities, Professional Liability, 403 b, IRAs, Roth IRA, Traditional IRA, Notary Public, Equity Indexed Annuities, Bank Owned Life..., Death Claims
Education
Bucks County Community College 2010 — 2010
General Courses, Liberal Arts and Sciences, General Studies and Humanities, A
Cardinal Dougherty High School
Academic
Manor College
Business
Windsor Financial Group March 2015 - Present
Lincoln Investment Planning, Inc. May 2013 - September 2014
Centaurus Financial Inc. August 2012 - May 2013
Harvest Group Financial Services, Corp. September 2010 - May 2013
J. Alden Associates, Inc. December 2010 - December 2010
Bucks County Community College September 2010 - December 2010
Meyer-Chatfield September 2007 - February 2010
Aon Affinity Insurance Services November 2005 - July 2006
Lincoln Investment Planning December 1999 - February 2002
Lincoln Investment Planning August 1989 - May 1998
Skills
Financial Services, Mutual Funds, Series 63, Investments, Strategic Financial..., Series 6, Wealth Management, Investment Advisory, Strategic Planning, Project Management, Alternative Investments, Qualified Retirement..., Retirement Planning, Indexed Annuities, Professional Liability, 403 b, IRAs, Roth IRA, Traditional IRA, Notary Public, Equity Indexed Annuities, Bank Owned Life..., Death Claims
Education
Bucks County Community College 2010 — 2010
General Courses, Liberal Arts and Sciences, General Studies and Humanities, A
Cardinal Dougherty High School
Academic
Manor College
Business
Jillian Carcia's Meyer Chatfield Experience November 2013 - Present
Job Director of Marketing & Business Development at MeyerChatfield
Industry Marketing and Advertising
Experience
Meyer-Chatfield November 2013 - Present
Infinex Financial Group February 2011 - December 2012
KBE Building Corporation August 2010 - January 2011
Solidus, Inc. April 2002 - August 2010
JOBPRO - one of CT's leading temporary staffing firms March 2002 - August 2002
National Institute of Clinical Application of Behavioral Medicine June 2001 - January 2002
New England Personnel March 1996 - May 2001
Skills
Marketing Communications, Direct Marketing, Media Planning, Corporate Communications, Digital Marketing, Email Marketing, B2B Marketing, Copywriting, Brand Management, Social Media Marketing, Internal Communications, Corporate Branding, Advertising, Brand Development, Media Relations, Brand Awareness, Strategic Communications, Social Networking, Integrated Marketing, Leadership, Training, Business Development, Marketing Strategy, CRM, Strategic Partnerships, B2B, New Business Development
Education
Paier College of Art Inc
4 year degree, Marketing & advertising
DISC - industry profiling instruments
Insight Training
Meyer-Chatfield November 2013 - Present
Infinex Financial Group February 2011 - December 2012
KBE Building Corporation August 2010 - January 2011
Solidus, Inc. April 2002 - August 2010
JOBPRO - one of CT's leading temporary staffing firms March 2002 - August 2002
National Institute of Clinical Application of Behavioral Medicine June 2001 - January 2002
New England Personnel March 1996 - May 2001
Skills
Marketing Communications, Direct Marketing, Media Planning, Corporate Communications, Digital Marketing, Email Marketing, B2B Marketing, Copywriting, Brand Management, Social Media Marketing, Internal Communications, Corporate Branding, Advertising, Brand Development, Media Relations, Brand Awareness, Strategic Communications, Social Networking, Integrated Marketing, Leadership, Training, Business Development, Marketing Strategy, CRM, Strategic Partnerships, B2B, New Business Development
Education
Paier College of Art Inc
4 year degree, Marketing & advertising
DISC - industry profiling instruments
Insight Training
Rick Boothby, MBA's Meyer Chatfield Experience 2015 - Present
Job MeyerChatfield Corporation, Senior Managing Director, Credit Union Distribution
Industry Financial Services
Experience
Meyer-Chatfield 2015 - Present
National Financial Partners / NFP 2014 - 2015
BFB (Burns-Fazzi, Brock & Associates) 2010 - 2014
CUNA Mutual Group 2006 - 2010
New York Life Executive Benefits ( NYLEX) 2002 - 2006
ING U.S. 1998 - 2002
Skills
Leadership, Retirement Planning, Small Business, Sales Management, Public Speaking, Performance-based..., Executive and Director..., Buy-Sell Planning, Training, Communications, Insurance and Financial..., Finance, Seminars, Compliance, Marketing, Sales, Leadership Development, Long Term Care, Credit Unions, Credit Union Owned Life..., Credit Union Executive..., CUSO, Credit Union Split..., Benefit Liability/..., Informal Funding For..., Investment Strategies
Education
Washington University in St. Louis - Olin Business School 1996 — 1998
Master of Business Administration (M.B.A.), Business Administration and Management, General, 4.0
University of Florida
Bachelor of Education (B.Ed.), Secondary Education and Teaching, 3.5
Naval War College
University of Florida, Navy ROTC, Officer Training, 4.0
Meyer-Chatfield 2015 - Present
National Financial Partners / NFP 2014 - 2015
BFB (Burns-Fazzi, Brock & Associates) 2010 - 2014
CUNA Mutual Group 2006 - 2010
New York Life Executive Benefits ( NYLEX) 2002 - 2006
ING U.S. 1998 - 2002
Skills
Leadership, Retirement Planning, Small Business, Sales Management, Public Speaking, Performance-based..., Executive and Director..., Buy-Sell Planning, Training, Communications, Insurance and Financial..., Finance, Seminars, Compliance, Marketing, Sales, Leadership Development, Long Term Care, Credit Unions, Credit Union Owned Life..., Credit Union Executive..., CUSO, Credit Union Split..., Benefit Liability/..., Informal Funding For..., Investment Strategies
Education
Washington University in St. Louis - Olin Business School 1996 — 1998
Master of Business Administration (M.B.A.), Business Administration and Management, General, 4.0
University of Florida
Bachelor of Education (B.Ed.), Secondary Education and Teaching, 3.5
Naval War College
University of Florida, Navy ROTC, Officer Training, 4.0
Chris Pezalla's Meyer Chatfield Experience January 2007 - Present
Job Senior Vice President at Meyer Chatfield
Industry Insurance
Experience
Meyer Chatfield January 2007 - Present
Meyer-Chatfield Administrative Services January 2007 - Present
Midland National Life May 1999 - December 2006
Minnesota Life September 1996 - May 1999
Skills
Insurance, Retirement, Reinsurance, Investments, Deferred Compensation, Annuities, New Business Development, Executive Compensation, Executive Management, Product Development, Actuarial Science, Fixed Annuities, Executive Pay
Education
University of Iowa 1993 — 1995
MS, Actuarial Science
University of Minnesota Morris 1989 — 1993
BA, Economics, Statistics
Meyer Chatfield January 2007 - Present
Meyer-Chatfield Administrative Services January 2007 - Present
Midland National Life May 1999 - December 2006
Minnesota Life September 1996 - May 1999
Skills
Insurance, Retirement, Reinsurance, Investments, Deferred Compensation, Annuities, New Business Development, Executive Compensation, Executive Management, Product Development, Actuarial Science, Fixed Annuities, Executive Pay
Education
University of Iowa 1993 — 1995
MS, Actuarial Science
University of Minnesota Morris 1989 — 1993
BA, Economics, Statistics
Solomon Matisoff's Meyer Chatfield Experience June 2009 - May 2010
Job Solutions Architect at Breakaway Technologies
Industry Computer Software
Experience
Breakaway Technologies May 2010 - July 2015
Meyer-Chatfield June 2009 - May 2010
Merck January 2010 - April 2010
AllianceTek May 2009 - April 2010
Acurian April 2006 - February 2009
LawManager 2003 - December 2005
Key Education 2001 - 2003
Asta Engineering 1998 - 2001
Vertex, Inc. 1995 - 1998
MSS Software 1992 - 1995
Skills
Visual Basic, ASP.NET, Microsoft SQL Server, VB.NET, Oracle, Access, Agile Methodologies, C++, Unix, SQL, Databases, .NET, Data Modeling, SDLC, Business Intelligence, Cognos, Programming, Software Development, PL/SQL, Architecture, XML, Software Design, Database Design, Business Analysis, Visio, Requirements Analysis, Data Warehousing, ETL, Integration, Enterprise Architecture, Software Project..., Solution Architecture, Visual Studio, C#, Java, JavaScript
Education
Lehigh University 1986 — 1992
BS, Computer Engineering
Breakaway Technologies May 2010 - July 2015
Meyer-Chatfield June 2009 - May 2010
Merck January 2010 - April 2010
AllianceTek May 2009 - April 2010
Acurian April 2006 - February 2009
LawManager 2003 - December 2005
Key Education 2001 - 2003
Asta Engineering 1998 - 2001
Vertex, Inc. 1995 - 1998
MSS Software 1992 - 1995
Skills
Visual Basic, ASP.NET, Microsoft SQL Server, VB.NET, Oracle, Access, Agile Methodologies, C++, Unix, SQL, Databases, .NET, Data Modeling, SDLC, Business Intelligence, Cognos, Programming, Software Development, PL/SQL, Architecture, XML, Software Design, Database Design, Business Analysis, Visio, Requirements Analysis, Data Warehousing, ETL, Integration, Enterprise Architecture, Software Project..., Solution Architecture, Visual Studio, C#, Java, JavaScript
Education
Lehigh University 1986 — 1992
BS, Computer Engineering
Jill Ricci's Meyer Chatfield Experience April 2009 - April 2012
Job Mommy Inc.
Industry Individual & Family Services
Experience
Stay at home Mom April 2012 - Present
Meyer-Chatfield April 2009 - April 2012
Meyer-Chatfield Administrative Services April 2009 - April 2012
Group9, Inc. November 2003 - January 2009
Carlyle Search 2009 - 2009
Skills
Insurance
Education
University of Delaware 1996 — 2000
BS, Economics
Stay at home Mom April 2012 - Present
Meyer-Chatfield April 2009 - April 2012
Meyer-Chatfield Administrative Services April 2009 - April 2012
Group9, Inc. November 2003 - January 2009
Carlyle Search 2009 - 2009
Skills
Insurance
Education
University of Delaware 1996 — 2000
BS, Economics
Dominic J. Grosso, Jr. CPA, MBA's Meyer Chatfield Experience March 2015 - Present
Job Adjunct Professor at Burlington Community College
Industry Financial Services
Experience
Meyer-Chatfield March 2015 - Present
DeVry University January 2015 - Present
LaSalle University January 2015 - Present
Burlington Community College September 2014 - Present
Grosso & Grosso Associates September 2013 - Present
AAA MidAtlantic April 1995 - September 2013
AAA Mid-Atlantic September 1989 - April 1995
CIGNA Group Insurance January 1977 - June 1989
Skills
Vendor Management, Certified Public..., Adjunct Professor, Strategic Planning, Process Improvement, Business Analysis, Business Intelligence, Management, SDLC, Analytics, Program Management, Business Process..., IT Management, Leadership, Budgets, Call Centers, Change Management, Business Strategy, Enterprise Architecture, Telecommunications, Business Development, Integration, Operations Management, Insurance, Cross-functional Team..., Strategy, Business Process, CRM, Team Building, Team Leadership, Cloud Computing, E-commerce, Enterprise Software, Project Management, Disaster Recovery, IT Strategy, Requirements Analysis, Outsourcing, PMO, Risk Management, Visio, Software Project..., PMP, Security, Data Warehousing, Analysis, ITIL, SharePoint
Education
La Salle University - School of Business Administration 1976 — 1980
MBA, Accounting
La Salle University - School of Business Administration 1969 — 1973
B.S., Accounting
Meyer-Chatfield March 2015 - Present
DeVry University January 2015 - Present
LaSalle University January 2015 - Present
Burlington Community College September 2014 - Present
Grosso & Grosso Associates September 2013 - Present
AAA MidAtlantic April 1995 - September 2013
AAA Mid-Atlantic September 1989 - April 1995
CIGNA Group Insurance January 1977 - June 1989
Skills
Vendor Management, Certified Public..., Adjunct Professor, Strategic Planning, Process Improvement, Business Analysis, Business Intelligence, Management, SDLC, Analytics, Program Management, Business Process..., IT Management, Leadership, Budgets, Call Centers, Change Management, Business Strategy, Enterprise Architecture, Telecommunications, Business Development, Integration, Operations Management, Insurance, Cross-functional Team..., Strategy, Business Process, CRM, Team Building, Team Leadership, Cloud Computing, E-commerce, Enterprise Software, Project Management, Disaster Recovery, IT Strategy, Requirements Analysis, Outsourcing, PMO, Risk Management, Visio, Software Project..., PMP, Security, Data Warehousing, Analysis, ITIL, SharePoint
Education
La Salle University - School of Business Administration 1976 — 1980
MBA, Accounting
La Salle University - School of Business Administration 1969 — 1973
B.S., Accounting
Glenn Krietsch's Meyer Chatfield Experience November 2009 - Present
Job Managing Director at Meyer Chatfield
Industry Financial Services
Experience
Meyer Chatfield November 2009 - Present
Self-employed legal consultant April 2006 - Present
Bankers Alliance November 2009 - March 2012
Oak Brook Bank 1982 - 2006
Skills
Underwriting, Banking, Financial Analysis, Investments, Executive Management, Strategic Planning, Due Diligence, Customer Relations, Loans, Credit, Compliance, Management Consulting, Executive Compensation, Commercial Lending, Commercial Banking, Insurance, New Business Development, Commercial Mortgages, Small Business Lending, Credit Analysis, Life Insurance, Wealth Management, Relationship Management, Strategic Financial..., Figure Skating, Customer Service, Risk Management, Commercial Real Estate, Real Estate, Finance, Executive Pay
Education
Eastern Michigan University 1964 — 1973
Physical Ed/Broadcasting
Governors State University
BA, Board of Governor's Degree
Meyer Chatfield November 2009 - Present
Self-employed legal consultant April 2006 - Present
Bankers Alliance November 2009 - March 2012
Oak Brook Bank 1982 - 2006
Skills
Underwriting, Banking, Financial Analysis, Investments, Executive Management, Strategic Planning, Due Diligence, Customer Relations, Loans, Credit, Compliance, Management Consulting, Executive Compensation, Commercial Lending, Commercial Banking, Insurance, New Business Development, Commercial Mortgages, Small Business Lending, Credit Analysis, Life Insurance, Wealth Management, Relationship Management, Strategic Financial..., Figure Skating, Customer Service, Risk Management, Commercial Real Estate, Real Estate, Finance, Executive Pay
Education
Eastern Michigan University 1964 — 1973
Physical Ed/Broadcasting
Governors State University
BA, Board of Governor's Degree
Joanne Holliday's Meyer Chatfield Experience July 2010 - January 2013
Job Paralegal at Friedman Schuman, PC
Industry Insurance
Experience
Friedman Schuman, PC January 2013 - Present
Joanne G. Holliday 2014 - 2014
Meyer-Chatfield July 2010 - January 2013
Meyer-Chatfield Benefit Solutions 2010 - 2011
Skills
Insurance, Fixed Annuities, Life Insurance, Employee Benefits, Retirement, Estate Planning, 401k, Underwriting, Investments, Health Insurance, Wealth Management, Strategic Financial..., Series 6, Financial Planning, Financial Analysis
Education
Lock Haven University of Pennsylvania 1977 — 1978
Bachelor's degree, Pre-Law Studies
Bucks County Community College 1975 — 1977
Associate of Arts (A.A.), Liberal Arts
Council Rock High School, Newtown, PA 1970 — 1974
Friedman Schuman, PC January 2013 - Present
Joanne G. Holliday 2014 - 2014
Meyer-Chatfield July 2010 - January 2013
Meyer-Chatfield Benefit Solutions 2010 - 2011
Skills
Insurance, Fixed Annuities, Life Insurance, Employee Benefits, Retirement, Estate Planning, 401k, Underwriting, Investments, Health Insurance, Wealth Management, Strategic Financial..., Series 6, Financial Planning, Financial Analysis
Education
Lock Haven University of Pennsylvania 1977 — 1978
Bachelor's degree, Pre-Law Studies
Bucks County Community College 1975 — 1977
Associate of Arts (A.A.), Liberal Arts
Council Rock High School, Newtown, PA 1970 — 1974
AnneLouise Pitts's Meyer Chatfield Experience July 2005 - November 2011
Job Accounting Manager at Goliath Technologies LP
Industry Computer Software
Experience
Goliath Technologies LP August 2015 - Present
Unitrends May 2013 - August 2015
Meyer-Chatfield July 2005 - November 2011
Meyer Chatfield Corp. February 2004 - July 2005
Oral & Maxillofacial Surgeons March 1998 - December 2000
Wells Fargo September 1983 - August 1995
Skills
Salesforce.com, Microsoft Excel, Microsoft Publisher, QuickBooks, PowerPoint, Accounts Receivable, Outlook, Administrative..., Sales Process, Payroll, Customer Service, Microsoft Word, Microsoft Power Point, Microsoft Outlook, Monthly Close Process, NetSuite, Accounts Payable, Invoicing, Collections, Journal Entries, Accruals
Education
Manor College 2001 — 2001
Financial Accounting/Intermediate Accounting I and II
Goliath Technologies LP August 2015 - Present
Unitrends May 2013 - August 2015
Meyer-Chatfield July 2005 - November 2011
Meyer Chatfield Corp. February 2004 - July 2005
Oral & Maxillofacial Surgeons March 1998 - December 2000
Wells Fargo September 1983 - August 1995
Skills
Salesforce.com, Microsoft Excel, Microsoft Publisher, QuickBooks, PowerPoint, Accounts Receivable, Outlook, Administrative..., Sales Process, Payroll, Customer Service, Microsoft Word, Microsoft Power Point, Microsoft Outlook, Monthly Close Process, NetSuite, Accounts Payable, Invoicing, Collections, Journal Entries, Accruals
Education
Manor College 2001 — 2001
Financial Accounting/Intermediate Accounting I and II
Citizens Bank
Indymac Bank
MBNA
First Union National Bank
Prudential Securities
SunTrust Mortgage
Federal Reserve Board
Zions Bancorporation