National Retirement Partners
Industry: Company
DescriptionFounded: 2003
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National Retirement Partners Employees
Employee
Years
Job
Industry
Jim Owen Jim Owen's National Retirement Partners Experience July 2005 - December 2010
Job Senior Vice President Retirement Partners at LPL Financial
Industry Financial Services
Experience
LPL Financial September 2014 - Present
LPL Financial December 2010 - September 2014
National Retirement Partners July 2005 - December 2010
Skills
Series 63, Investments, Retirement, Series 7, Retirement Planning, 401k, Wealth Management, Asset Management, Mutual Funds, Securities, Investment Advisory, Strategic Financial..., Alternative Investments, Uniform Combined State..., FINRA, Asset Allocation, Financial Advisory, Pensions
Education
University of Arizona
LPL Financial September 2014 - Present
LPL Financial December 2010 - September 2014
National Retirement Partners July 2005 - December 2010
Skills
Series 63, Investments, Retirement, Series 7, Retirement Planning, 401k, Wealth Management, Asset Management, Mutual Funds, Securities, Investment Advisory, Strategic Financial..., Alternative Investments, Uniform Combined State..., FINRA, Asset Allocation, Financial Advisory, Pensions
Education
University of Arizona
Blake Creager Blake Creager's National Retirement Partners Experience May 2008 - October 2008
Job Account Executive at Heffernan Insurance Brokers
Industry Financial Services
Experience
Heffernan Insurance Brokers January 2014 - Present
Marsh July 2012 - January 2014
Marsh October 2010 - July 2012
Montesquieu Winery 2009 - 2010
National Retirement Partners May 2008 - October 2008
Gateway Partners, Inc. September 2006 - September 2007
Skills
Risk Management, Investments, Mergers, Due Diligence, Strategy, Commercial Insurance, Corporate Finance, Insurance, Asset Management, New Business Development, Private Equity, Financial Modeling, Market Research, Strategic Planning, Valuation, Financial Analysis, Brokers, Workers Compensation, Mutual Funds, Business Planning, Sales, Liability, Risk Financing, Professional Liability, Claim, Captives, Underwriting, General Insurance, Mergers & Acquisitions, Financial Risk
Education
University of California, San Diego 2005 — 2007
Bachelor of Arts, Economics
Heffernan Insurance Brokers January 2014 - Present
Marsh July 2012 - January 2014
Marsh October 2010 - July 2012
Montesquieu Winery 2009 - 2010
National Retirement Partners May 2008 - October 2008
Gateway Partners, Inc. September 2006 - September 2007
Skills
Risk Management, Investments, Mergers, Due Diligence, Strategy, Commercial Insurance, Corporate Finance, Insurance, Asset Management, New Business Development, Private Equity, Financial Modeling, Market Research, Strategic Planning, Valuation, Financial Analysis, Brokers, Workers Compensation, Mutual Funds, Business Planning, Sales, Liability, Risk Financing, Professional Liability, Claim, Captives, Underwriting, General Insurance, Mergers & Acquisitions, Financial Risk
Education
University of California, San Diego 2005 — 2007
Bachelor of Arts, Economics
William Chetney William Chetney's National Retirement Partners Experience January 2003 - December 2010
Job Providing the “power of independence” to leading retirement plan advisors.
Industry Financial Services
Experience
Global Retirement Partners July 2014 - Present
LPL Financial December 2010 - July 2014
National Retirement Partners January 2003 - December 2010
Skills
401k, retirement industry..., Retirement, Retirement Planning, Defined Benefit, FINRA, Innovation, Financial Advisory, Retirement Plan..., Mutual Funds, Series 63, Investments, Investment Advisory, Series 7
Education
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management
MBA, Business Administration and Management, General
Global Retirement Partners July 2014 - Present
LPL Financial December 2010 - July 2014
National Retirement Partners January 2003 - December 2010
Skills
401k, retirement industry..., Retirement, Retirement Planning, Defined Benefit, FINRA, Innovation, Financial Advisory, Retirement Plan..., Mutual Funds, Series 63, Investments, Investment Advisory, Series 7
Education
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management
MBA, Business Administration and Management, General
Matt Rivers Matt Rivers's National Retirement Partners Experience January 2008 - December 2010
Job Regional Sales Director, Retirement Plan Services
Industry Financial Services
Experience
Lincoln Financial Distributors July 2015 - Present
Ingham Retirement Group November 2014 - July 2015
LPL Financial December 2013 - October 2014
LPL Financial December 2010 - December 2013
National Retirement Partners January 2008 - December 2010
Maxim Healthcare Services June 2006 - December 2007
Skills
Series 7, Retirement, 401k, Retirement Planning, Defined Benefit, ERISA, Investment Advisory, Mutual Funds, Investments, Wealth Management, Pensions, Retirement Plan..., Asset Allocation, Securities, Financial Advisory, Series 63, Investment Strategies, IRAs, Fixed Annuities, Qualified Retirement..., Defined Contribution, Uniform Combined State..., Alternative Investments, Asset Management
Education
Clarkson University 2001 — 2006
BS, e-Business; Business & Technology Management; Economics (m), 3.0 GPA
G. Ray Bodley High School 1998 — 2001
High School Diploma
Lincoln Financial Distributors July 2015 - Present
Ingham Retirement Group November 2014 - July 2015
LPL Financial December 2013 - October 2014
LPL Financial December 2010 - December 2013
National Retirement Partners January 2008 - December 2010
Maxim Healthcare Services June 2006 - December 2007
Skills
Series 7, Retirement, 401k, Retirement Planning, Defined Benefit, ERISA, Investment Advisory, Mutual Funds, Investments, Wealth Management, Pensions, Retirement Plan..., Asset Allocation, Securities, Financial Advisory, Series 63, Investment Strategies, IRAs, Fixed Annuities, Qualified Retirement..., Defined Contribution, Uniform Combined State..., Alternative Investments, Asset Management
Education
Clarkson University 2001 — 2006
BS, e-Business; Business & Technology Management; Economics (m), 3.0 GPA
G. Ray Bodley High School 1998 — 2001
High School Diploma
Robert Milunas Robert Milunas's National Retirement Partners Experience November 2005 - April 2008
Job Finance Professional CFO/Con
Industry Accounting
Experience
Aegis Consulting 2009 - Present
National Retirement Partners November 2005 - April 2008
Mattel Mgr, TimesMirror- Asst Cont.BeechSt-CFO,ConsumerHealth-CFO 1980 - 2005
Skills
Accounting, Mergers & Acquisitions, Financial Analysis, Finance, Start-ups, Financial Reporting, Strategic Planning, Budgets, General Ledger, Cash Flow, Auditing, Cash Management, Internal Controls, Managerial Finance, Financial Services, Budgeting, Business Planning, QuickBooks, Consolidation, SEC filings, Sarbanes-Oxley Act, Mergers, Accounts Receivable, ERP, Venture Capital, Sarbanes-Oxley, Sec Reorting, Raising Venture Capital, Excell, Quickbooks, MAS..., Business Turn-arounds, Turnaround Experience
Education
Georgia State University - J. Mack Robinson College of Business
MBA, Accounting
Tulane University
BS, Psychology/Math
Aegis Consulting 2009 - Present
National Retirement Partners November 2005 - April 2008
Mattel Mgr, TimesMirror- Asst Cont.BeechSt-CFO,ConsumerHealth-CFO 1980 - 2005
Skills
Accounting, Mergers & Acquisitions, Financial Analysis, Finance, Start-ups, Financial Reporting, Strategic Planning, Budgets, General Ledger, Cash Flow, Auditing, Cash Management, Internal Controls, Managerial Finance, Financial Services, Budgeting, Business Planning, QuickBooks, Consolidation, SEC filings, Sarbanes-Oxley Act, Mergers, Accounts Receivable, ERP, Venture Capital, Sarbanes-Oxley, Sec Reorting, Raising Venture Capital, Excell, Quickbooks, MAS..., Business Turn-arounds, Turnaround Experience
Education
Georgia State University - J. Mack Robinson College of Business
MBA, Accounting
Tulane University
BS, Psychology/Math
Jim O'Shaughnessy's National Retirement Partners Experience 2006 - December 2010
Job Managing Partner Sheridan Road Financial
Industry Financial Services
Experience
Sheridan Road Financial January 2005 - Present
National Retirement Partners 2006 - December 2010
AXA Advisors 1992 - 2006
Skills
Retirement Plan..., 401k, Defined Benefit, Pensions, Deferred Compensation, Retirement Planning, Retirement, Wealth Management, Investment Advisory, Asset Management, Investments, Mutual Funds, Series 7, Asset Managment, Securities, FINRA, Asset Allocation, Finance
Education
Purdue University 1987 — 1992
BSIM, Industrial Management
Sheridan Road Financial January 2005 - Present
National Retirement Partners 2006 - December 2010
AXA Advisors 1992 - 2006
Skills
Retirement Plan..., 401k, Defined Benefit, Pensions, Deferred Compensation, Retirement Planning, Retirement, Wealth Management, Investment Advisory, Asset Management, Investments, Mutual Funds, Series 7, Asset Managment, Securities, FINRA, Asset Allocation, Finance
Education
Purdue University 1987 — 1992
BSIM, Industrial Management
Rhoda Gambler Rhoda Gambler's National Retirement Partners Experience May 2006 - September 2007
Job Operations Manager at Lighting Project Management
Industry Electrical/Electronic Manufacturing
Experience
Lighting Project Management April 2014 - Present
Toledo Molding and Die November 2013 - April 2014
General Motors - Contracted through PSMi September 2013 - December 2013
General Motors - Contracted through PSMi October 2012 - September 2013
SANLUIS Rassini November 2010 - September 2012
Montpelier Chiropractic Center September 2009 - November 2010
Potter, Inc September 2007 - July 2009
National Retirement Partners May 2006 - September 2007
Skills
Logistics Management, Process Scheduler, Purchasing, Project Planning, Automotive, Continuous Improvement, FMEA, APQP, PPAP, Lean Manufacturing, Process Improvement, Six Sigma, Automotive Engineering, Project Management, Program Management, MS Project, Kaizen, Engineering, Vehicles, 5S, Manufacturing, Cross-functional Team..., PMP, DFMEA, Customer Service, Leadership, Management, MRP
Education
The Defiance College 2010 — 2013
Organizational Supervision and Leadership, Business Administration and Management, General, Graduated
Northwest State Community College 2005 — 2006
Office Administration, Business Administration and Management, General, Graduated
Lighting Project Management April 2014 - Present
Toledo Molding and Die November 2013 - April 2014
General Motors - Contracted through PSMi September 2013 - December 2013
General Motors - Contracted through PSMi October 2012 - September 2013
SANLUIS Rassini November 2010 - September 2012
Montpelier Chiropractic Center September 2009 - November 2010
Potter, Inc September 2007 - July 2009
National Retirement Partners May 2006 - September 2007
Skills
Logistics Management, Process Scheduler, Purchasing, Project Planning, Automotive, Continuous Improvement, FMEA, APQP, PPAP, Lean Manufacturing, Process Improvement, Six Sigma, Automotive Engineering, Project Management, Program Management, MS Project, Kaizen, Engineering, Vehicles, 5S, Manufacturing, Cross-functional Team..., PMP, DFMEA, Customer Service, Leadership, Management, MRP
Education
The Defiance College 2010 — 2013
Organizational Supervision and Leadership, Business Administration and Management, General, Graduated
Northwest State Community College 2005 — 2006
Office Administration, Business Administration and Management, General, Graduated
Jan William Van Leeuwen Jan William Van Leeuwen's National Retirement Partners Experience December 2007 - February 2009
Job Accountant
Industry Accounting
Experience
Orange Coast Title Company November 2014 - Present
Squar Milner November 2011 - November 2014
National Retirement Partners December 2007 - February 2009
Aspen Distribution December 2007 - February 2009
Market Wise Staffing and Consulting March 2007 - October 2007
Cable Harness Systems May 2003 - March 2007
Skills
Account Reconciliation, Financial Accounting, Financial Statements, General Ledger
Education
Chapman University, The George L. Argyros School of Business and Economics 2010 — 2011
Bachelor of Science, Accounting
Orange Coast Title Company November 2014 - Present
Squar Milner November 2011 - November 2014
National Retirement Partners December 2007 - February 2009
Aspen Distribution December 2007 - February 2009
Market Wise Staffing and Consulting March 2007 - October 2007
Cable Harness Systems May 2003 - March 2007
Skills
Account Reconciliation, Financial Accounting, Financial Statements, General Ledger
Education
Chapman University, The George L. Argyros School of Business and Economics 2010 — 2011
Bachelor of Science, Accounting
Jessica Clark, PPC™ Jessica Clark, PPC™'s National Retirement Partners Experience February 2008 - June 2009
Job Onboarding Consultant LPL Financial
Industry Investment Management
Experience
LPL Financial February 2012 - Present
Retirement Benefits Group June 2009 - March 2012
National Retirement Partners February 2008 - June 2009
Dr. Paul Sharbo, DDS 2006 - 2007
401(k) Advisors USA 2003 - 2006
Skills
Investments, Insurance, 401k, Employee Benefits, Retirement Planning, Wealth Management, Pensions, Financial Advisory, Series 7, Series 63, Fixed Annuities, Retirement, Mutual Funds, Asset Allocation, Securities, Asset Management, Investment Advisory, Defined Benefit, Strategic Financial..., Financial Services
Education
Concordia University Irvine 2002 — 2004
Education/ Psychology
San Clemente High School
LPL Financial February 2012 - Present
Retirement Benefits Group June 2009 - March 2012
National Retirement Partners February 2008 - June 2009
Dr. Paul Sharbo, DDS 2006 - 2007
401(k) Advisors USA 2003 - 2006
Skills
Investments, Insurance, 401k, Employee Benefits, Retirement Planning, Wealth Management, Pensions, Financial Advisory, Series 7, Series 63, Fixed Annuities, Retirement, Mutual Funds, Asset Allocation, Securities, Asset Management, Investment Advisory, Defined Benefit, Strategic Financial..., Financial Services
Education
Concordia University Irvine 2002 — 2004
Education/ Psychology
San Clemente High School
Robert Craven Robert Craven's National Retirement Partners Experience October 2007 - November 2008
Job Salesforce.com Administrator and Analyst at Auction.com
Industry Hospital & Health Care
Experience
Auction.com September 2013 - Present
DaVita December 2008 - September 2013
National Retirement Partners October 2007 - November 2008
Capital Guardian Trust Company May 2006 - October 2007
Bravo Credit Corp. December 2004 - March 2006
Aegis Lending 2004 - 2004
America's Money Line 2002 - 2002
Payment Resources International 1999 - 2001
Skills
Salesforce.com, CRM, Integration, Business Process, Management, Marketing, Data Modeling, Training, Business Process..., Business Intelligence, Email Marketing, Strategy, Business Analysis, Salesforce.com..., Databases, Process Improvement, Software Documentation, Enterprise Content..., SaaS, Analytics, Cross-functional Team..., Consulting, Lead Management, Strategic Partnerships, Vendor Management, Data Migration, Requirements Analysis, Enterprise Software, Requirements Gathering, SDLC, Business Process..., Vlookup, Microsoft Excel, Microsoft Office, Microsoft Word, Formulas
Education
The University of New Mexico 1994 — 1995
Santa Margarita 1989 — 1994
Diploma, General
Auction.com September 2013 - Present
DaVita December 2008 - September 2013
National Retirement Partners October 2007 - November 2008
Capital Guardian Trust Company May 2006 - October 2007
Bravo Credit Corp. December 2004 - March 2006
Aegis Lending 2004 - 2004
America's Money Line 2002 - 2002
Payment Resources International 1999 - 2001
Skills
Salesforce.com, CRM, Integration, Business Process, Management, Marketing, Data Modeling, Training, Business Process..., Business Intelligence, Email Marketing, Strategy, Business Analysis, Salesforce.com..., Databases, Process Improvement, Software Documentation, Enterprise Content..., SaaS, Analytics, Cross-functional Team..., Consulting, Lead Management, Strategic Partnerships, Vendor Management, Data Migration, Requirements Analysis, Enterprise Software, Requirements Gathering, SDLC, Business Process..., Vlookup, Microsoft Excel, Microsoft Office, Microsoft Word, Formulas
Education
The University of New Mexico 1994 — 1995
Santa Margarita 1989 — 1994
Diploma, General
Bob Varnum's National Retirement Partners Experience January 2009 - December 2009
Job Wealth Management
Industry Investment Management
Experience
Morgan Stanley December 2014 - Present
D.A. Davidson & Co. June 2010 - November 2014
Kaufman Bros. January 2010 - June 2010
National Retirement Partners January 2009 - December 2009
Pacific Crest Securities August 2004 - November 2008
SoundView Technology Group January 2000 - January 2004
CIBC World Markets January 1994 - January 2000
Oppenheimer & Co., Inc. February 1987 - December 1994
Education
Sacred Heart University 1981 — 1985
B.S., Economics
Vermont Technical College 1980 — 1981
Associate of Science (AS), Architectural Engineering
Morgan Stanley December 2014 - Present
D.A. Davidson & Co. June 2010 - November 2014
Kaufman Bros. January 2010 - June 2010
National Retirement Partners January 2009 - December 2009
Pacific Crest Securities August 2004 - November 2008
SoundView Technology Group January 2000 - January 2004
CIBC World Markets January 1994 - January 2000
Oppenheimer & Co., Inc. February 1987 - December 1994
Education
Sacred Heart University 1981 — 1985
B.S., Economics
Vermont Technical College 1980 — 1981
Associate of Science (AS), Architectural Engineering
Stacy (Marks) Muchmore Stacy (Marks) Muchmore's National Retirement Partners Experience October 2007 - January 2011
Job Human Resources
Industry Human Resources
Experience
Global Cash Card September 2014 - Present
LPL Financial January 2011 - August 2014
National Retirement Partners October 2007 - January 2011
American Home Equity 2004 - 2006
Sign On The X 2000 - 2004
Skills
Executive Search, Temporary Placement, Business Strategy, FMLA, Recruiting, Employee Benefits, Staffing Services, 401k, Defined Benefit, Pensions, Applicant Tracking..., Microsoft Office, Human Resources, Change Management, Mergers & Acquisitions, Deferred Compensation, Temporary Staffing, Talent Acquisition, Insurance, Vendor Management, Public Speaking, Employee Engagement, Microsoft Excel, Coaching, Leadership Development, Onboarding, Performance Management, Employee Relations, Talent Management
Education
Saddleback College 2008 — 2014
Business Administration and Management, General
Global Cash Card September 2014 - Present
LPL Financial January 2011 - August 2014
National Retirement Partners October 2007 - January 2011
American Home Equity 2004 - 2006
Sign On The X 2000 - 2004
Skills
Executive Search, Temporary Placement, Business Strategy, FMLA, Recruiting, Employee Benefits, Staffing Services, 401k, Defined Benefit, Pensions, Applicant Tracking..., Microsoft Office, Human Resources, Change Management, Mergers & Acquisitions, Deferred Compensation, Temporary Staffing, Talent Acquisition, Insurance, Vendor Management, Public Speaking, Employee Engagement, Microsoft Excel, Coaching, Leadership Development, Onboarding, Performance Management, Employee Relations, Talent Management
Education
Saddleback College 2008 — 2014
Business Administration and Management, General
James Kitchens, CFA James Kitchens, CFA's National Retirement Partners Experience 2003 - 2010
Job Institutional Investment Research & Sales
Industry Investment Management
Experience
Self Employed - Family Office 2012 - Present
LPL Financial 2010 - 2012
National Retirement Partners 2003 - 2010
Net Asset Management 2002 - 2003
RunMoney Corp. 1999 - 2002
Pilgrim Baxter - Hedge Fund 1997 - 1999
Charles Schwab 1992 - 1997
Hall & Co. Inc. 1988 - 1992
Skills
Investment Research &..., Asset Allocation, Institutional Sales, Portfolio Management, 401(k) Plans, Defined Benefit Plans, Wealth Management, Custom Analytics, Investment Manager..., Risk Management, Mutual Funds, Target Date Funds, Separately Managed..., Alternative Investments, Lifetime Funds, ETFs, Product Development, Team Building
Education
University of California, San Diego 1983 — 1988
Bachelor's degree, Economics
Self Employed - Family Office 2012 - Present
LPL Financial 2010 - 2012
National Retirement Partners 2003 - 2010
Net Asset Management 2002 - 2003
RunMoney Corp. 1999 - 2002
Pilgrim Baxter - Hedge Fund 1997 - 1999
Charles Schwab 1992 - 1997
Hall & Co. Inc. 1988 - 1992
Skills
Investment Research &..., Asset Allocation, Institutional Sales, Portfolio Management, 401(k) Plans, Defined Benefit Plans, Wealth Management, Custom Analytics, Investment Manager..., Risk Management, Mutual Funds, Target Date Funds, Separately Managed..., Alternative Investments, Lifetime Funds, ETFs, Product Development, Team Building
Education
University of California, San Diego 1983 — 1988
Bachelor's degree, Economics
Benjamin Gritzmaker, CSP Benjamin Gritzmaker, CSP's National Retirement Partners Experience August 2008 - February 2011
Job Staffing Manager at Elwood Staffing Services, Inc.
Industry Staffing and Recruiting
Experience
Elwood Staffing Services, Inc. July 2012 - Present
National Retirement Partners August 2008 - February 2011
Oberlin Financial Corporation August 2002 - July 2006
Skills
Customer Service, Administrative..., Analytics, Business, Communication, Interviews, Human Resources, Leadership, Recruiting, New Hire Orientations, Temporary Staffing, Temporary Placement, Training, Staffing Services, Applicant Tracking..., Internet Recruiting, Onboarding
Education
Bowling Green State University 2004 — 2008
Bachelor of Arts (BA), Cinematography and Film/Video Production
Bryan High School 2000 — 2004
High School Diploma, General Studies
Elwood Staffing Services, Inc. July 2012 - Present
National Retirement Partners August 2008 - February 2011
Oberlin Financial Corporation August 2002 - July 2006
Skills
Customer Service, Administrative..., Analytics, Business, Communication, Interviews, Human Resources, Leadership, Recruiting, New Hire Orientations, Temporary Staffing, Temporary Placement, Training, Staffing Services, Applicant Tracking..., Internet Recruiting, Onboarding
Education
Bowling Green State University 2004 — 2008
Bachelor of Arts (BA), Cinematography and Film/Video Production
Bryan High School 2000 — 2004
High School Diploma, General Studies
David Kulchar AIF,PRP,IAR David Kulchar AIF,PRP,IAR's National Retirement Partners Experience 2004 - 2009
Job Director, Oswald Financial, Inc.
Industry Financial Services
Experience
Oswald Financial, Inc. July 1999 - Present
National Retirement Partners 2004 - 2009
Principal Financial Group October 1989 - May 1999
General Electric Corporation December 1979 - January 1984
Skills
401k, Retirement Plan..., Retirement Planning, Retirement, Pensions, Executive Pay, Investments, Financial Services, Securities, FINRA, Investment Advisory, Asset Allocation, Series 7, Defined Benefit, Series 63, ERISA, Mutual Funds, Profit Sharing, Fixed Annuities, Life Insurance, Series 6, IRAs
Education
The Ohio State University Fisher College of Business 1975 — 1979
BA, Business-Finance
Grand Blanc High School 1972 — 1975
Oswald Financial, Inc. July 1999 - Present
National Retirement Partners 2004 - 2009
Principal Financial Group October 1989 - May 1999
General Electric Corporation December 1979 - January 1984
Skills
401k, Retirement Plan..., Retirement Planning, Retirement, Pensions, Executive Pay, Investments, Financial Services, Securities, FINRA, Investment Advisory, Asset Allocation, Series 7, Defined Benefit, Series 63, ERISA, Mutual Funds, Profit Sharing, Fixed Annuities, Life Insurance, Series 6, IRAs
Education
The Ohio State University Fisher College of Business 1975 — 1979
BA, Business-Finance
Grand Blanc High School 1972 — 1975
Vincent Morris's National Retirement Partners Experience 2006 - 2009
Job President of Financial Services at Bukaty Companies
Industry Financial Services
Experience
LPL Financial 2010 - Present
Bukaty Companies July 2001 - Present
National Retirement Partners 2006 - 2009
Skills
Management, Investments, Portfolio Management, Retirement Plan..., Qualified Retirement..., Business Development, 401k, Retirement Planning, Retirement, Wealth Management, Securities, Pensions, Employee Benefits, Financial Advisory, Financial Services, Disability Insurance, FINRA, Series 63, Insurance, Investment Management, Series 6, Mutual Funds, Asset Allocation, Investment Strategies, Series 7, Series 65, Life Insurance, IRAs, Fixed Annuities, Health Insurance, Investment Advisory, Defined Benefit
Education
The University of Kansas 1989 — 1992
BS, Economics
LPL Financial 2010 - Present
Bukaty Companies July 2001 - Present
National Retirement Partners 2006 - 2009
Skills
Management, Investments, Portfolio Management, Retirement Plan..., Qualified Retirement..., Business Development, 401k, Retirement Planning, Retirement, Wealth Management, Securities, Pensions, Employee Benefits, Financial Advisory, Financial Services, Disability Insurance, FINRA, Series 63, Insurance, Investment Management, Series 6, Mutual Funds, Asset Allocation, Investment Strategies, Series 7, Series 65, Life Insurance, IRAs, Fixed Annuities, Health Insurance, Investment Advisory, Defined Benefit
Education
The University of Kansas 1989 — 1992
BS, Economics
Deana Linderholm's National Retirement Partners Experience January 2008 - November 2008
Job Live on Purpose...Follow your Dreams!
Industry Events Services
Experience
Global Cynergies, LLC 2015 - Present
Pageants With Purpose February 2014 - Present
The Meeting Producer, LLC November 2008 - June 2014
Ms. United States Woman of Achievement 2013 2012 - 2013
Miss America High School Pageant 2009 - 2010
National Retirement Partners January 2008 - November 2008
Ambassadors, LLC 2007 - 2008
Broughton Hospitality July 2004 - November 2007
creativdesign group, Inc. 2006 - 2007
Broughton Hospitality Group 2005 - 2007
Skills
Event Management, Marketing, Event Planning, Public Relations, Management, Sales, Team Building, Time Management, Art Direction, Social Media Marketing, Social Media, Marketing Strategy, Marketing Communications, Trade Shows, Corporate Events, Advertising, Strategic Planning, Budgets, Business Development, Sponsorship
Education
Pierce College
Marketing/Hospitality
Global Cynergies, LLC 2015 - Present
Pageants With Purpose February 2014 - Present
The Meeting Producer, LLC November 2008 - June 2014
Ms. United States Woman of Achievement 2013 2012 - 2013
Miss America High School Pageant 2009 - 2010
National Retirement Partners January 2008 - November 2008
Ambassadors, LLC 2007 - 2008
Broughton Hospitality July 2004 - November 2007
creativdesign group, Inc. 2006 - 2007
Broughton Hospitality Group 2005 - 2007
Skills
Event Management, Marketing, Event Planning, Public Relations, Management, Sales, Team Building, Time Management, Art Direction, Social Media Marketing, Social Media, Marketing Strategy, Marketing Communications, Trade Shows, Corporate Events, Advertising, Strategic Planning, Budgets, Business Development, Sponsorship
Education
Pierce College
Marketing/Hospitality
Margarita C Arvizu's National Retirement Partners Experience 2008 - 2009
Job Human Resources Professional
Industry Human Resources
Experience
CanopyHR Solutions October 2010 - April 2012
National Retirement Partners 2008 - 2009
Select Staffing/Remedy Intelligent Staffing August 2001 - February 2008
MaterniCare, Inc. April 1996 - September 1998
Beech Street 1989 - 1995
American Lock & Supply, Inc 1986 - 1989
Skills
M&A execution, Leave of Absence..., Compensation & Benefits..., Employee Benefits, Cross-functional Team..., Thought Leadership, Strategic Planning, Employee Engagement, Change Management, Change Impact Analysis, Cultural Diversity, Organizational..., Organizational Structure, Management, Performance Management, Leadership Development, Training, Human Resources, Recruiting, Employee Relations, Deferred Compensation, Temporary Placement, Benefits Administration, HRIS, Personnel Management, Hiring, Strategy, HR Consulting, Organizational..., Temporary Staffing, Applicant Tracking..., Policy, New Hire Orientations
Education
CSU, Bakersfield, CA 1977 — 1981
Psychology
California State University-Bakersfield 1977 — 1981
BS, Psychology & Sociology
CanopyHR Solutions October 2010 - April 2012
National Retirement Partners 2008 - 2009
Select Staffing/Remedy Intelligent Staffing August 2001 - February 2008
MaterniCare, Inc. April 1996 - September 1998
Beech Street 1989 - 1995
American Lock & Supply, Inc 1986 - 1989
Skills
M&A execution, Leave of Absence..., Compensation & Benefits..., Employee Benefits, Cross-functional Team..., Thought Leadership, Strategic Planning, Employee Engagement, Change Management, Change Impact Analysis, Cultural Diversity, Organizational..., Organizational Structure, Management, Performance Management, Leadership Development, Training, Human Resources, Recruiting, Employee Relations, Deferred Compensation, Temporary Placement, Benefits Administration, HRIS, Personnel Management, Hiring, Strategy, HR Consulting, Organizational..., Temporary Staffing, Applicant Tracking..., Policy, New Hire Orientations
Education
CSU, Bakersfield, CA 1977 — 1981
Psychology
California State University-Bakersfield 1977 — 1981
BS, Psychology & Sociology
Kendra Pratali's National Retirement Partners Experience August 2008 - Present
Job at Molina Healthcare
Industry Accounting
Experience
Molina Healthcare May 2009 - Present
National Retirement Partners August 2008 - Present
Moss Adams LLP December 1999 - August 2008
Education
California State University-Long Beach - College of Business Administration
BS, Accountancy
California State University-Long Beach - College of Business Administration
MBA
Molina Healthcare May 2009 - Present
National Retirement Partners August 2008 - Present
Moss Adams LLP December 1999 - August 2008
Education
California State University-Long Beach - College of Business Administration
BS, Accountancy
California State University-Long Beach - College of Business Administration
MBA
Joseph Capozzi's National Retirement Partners Experience 2007 - 2011
Job Regional Sales Director at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group May 2014 - Present
Bank of America Merrill Lynch June 2011 - May 2014
Clearpoint Financial 2007 - June 2011
National Retirement Partners 2007 - 2011
Arthur J. Gallagher & Co. 2002 - 2007
Skills
Strategy, Retirement, Employee Benefits, Retirement Planning, Retirement Plan..., Sales, Public Speaking, Pensions, Mutual Funds, Investments, Series 7, Wealth Management, 401k, Investment Advisory, Series 63, Financial Advisory, Asset Allocation, Financial Services
Education
University of San Diego 1982 — 1985
BA
Lincoln Financial Group May 2014 - Present
Bank of America Merrill Lynch June 2011 - May 2014
Clearpoint Financial 2007 - June 2011
National Retirement Partners 2007 - 2011
Arthur J. Gallagher & Co. 2002 - 2007
Skills
Strategy, Retirement, Employee Benefits, Retirement Planning, Retirement Plan..., Sales, Public Speaking, Pensions, Mutual Funds, Investments, Series 7, Wealth Management, 401k, Investment Advisory, Series 63, Financial Advisory, Asset Allocation, Financial Services
Education
University of San Diego 1982 — 1985
BA
Mike Harrold's National Retirement Partners Experience January 2008 - August 2010
Job Network Engineer at IPsoft
Industry Computer Networking
Experience
IPsoft July 2012 - Present
Layer 3 Computer Services July 2011 - Present
CDW August 2010 - July 2011
National Retirement Partners January 2008 - August 2010
Data Eclipse, Inc August 2007 - January 2008
Data Eclipse January 2001 - January 2007
Newing-Hall, Inc January 2000 - January 2001
Skills
Cisco Technologies, Windows Server, Servers, Firewalls, VPN, Switches, CCNA, Windows 7, Network Administration, Network Engineering, LAN-WAN, Cisco, Windows Server 2003, Telephony, Linux, Video Conferencing, Mac OS, Documentum, Microsoft Office, Telephone Skills, Voice Mail, Routers, WAN, Active Directory, DHCP, DNS, LAN/WAN, VoIP, Laptops, Citrix, Computer Hardware, Antivirus, Cabling, Network Security, VMware, TCP/IP, XP, HP, Desktop Support, Troubleshooting, Software Installation, Blackberry Enterprise..., Routing, Gateway, Customer Relations, F5 BigIP, ASA, Barracuda Spam Firewall
Education
Owens Community College 2007 — 2009
IPsoft July 2012 - Present
Layer 3 Computer Services July 2011 - Present
CDW August 2010 - July 2011
National Retirement Partners January 2008 - August 2010
Data Eclipse, Inc August 2007 - January 2008
Data Eclipse January 2001 - January 2007
Newing-Hall, Inc January 2000 - January 2001
Skills
Cisco Technologies, Windows Server, Servers, Firewalls, VPN, Switches, CCNA, Windows 7, Network Administration, Network Engineering, LAN-WAN, Cisco, Windows Server 2003, Telephony, Linux, Video Conferencing, Mac OS, Documentum, Microsoft Office, Telephone Skills, Voice Mail, Routers, WAN, Active Directory, DHCP, DNS, LAN/WAN, VoIP, Laptops, Citrix, Computer Hardware, Antivirus, Cabling, Network Security, VMware, TCP/IP, XP, HP, Desktop Support, Troubleshooting, Software Installation, Blackberry Enterprise..., Routing, Gateway, Customer Relations, F5 BigIP, ASA, Barracuda Spam Firewall
Education
Owens Community College 2007 — 2009
Sara Chetney's National Retirement Partners Experience 2006 - 2009
Job Museum Aide at Sheldon Museum and Cultural Center
Industry Higher Education
Experience
Sheldon Museum and Cultural Center July 2015 - August 2015
Sheldon Museum and Cultural Center June 2015 - July 2015
Claremont University Consortium January 2015 - May 2015
Legends Advisors January 2014 - June 2014
Stivers On-Site 2010 - 2011
LPL Financial August 2010 - December 2010
National Retirement Partners 2006 - 2009
Brick Design July 2008 - August 2008
Skills
Art, Social Media, Advertising, Graphic Design, Adobe Creative Suite, Microsoft Office, Traditional Art Skills, Illustration, Conceptual Art, Event Management, Event Planning, InDesign, Social Networking, WordPress, Illustrator, Research, Brand Development, Graphics, Photoshop, Mac, Logo Design, Archival Research, Archives, History, Archival Processing, Management
Education
Claremont Graduate University 2014 — 2016
Master of Arts (M.A.), History & Archival Studies
Laguna College of Art and Design 2011 — 2011
Game Design
Reed College 2006 — 2010
Bachelor of Arts, History
Sheldon Museum and Cultural Center July 2015 - August 2015
Sheldon Museum and Cultural Center June 2015 - July 2015
Claremont University Consortium January 2015 - May 2015
Legends Advisors January 2014 - June 2014
Stivers On-Site 2010 - 2011
LPL Financial August 2010 - December 2010
National Retirement Partners 2006 - 2009
Brick Design July 2008 - August 2008
Skills
Art, Social Media, Advertising, Graphic Design, Adobe Creative Suite, Microsoft Office, Traditional Art Skills, Illustration, Conceptual Art, Event Management, Event Planning, InDesign, Social Networking, WordPress, Illustrator, Research, Brand Development, Graphics, Photoshop, Mac, Logo Design, Archival Research, Archives, History, Archival Processing, Management
Education
Claremont Graduate University 2014 — 2016
Master of Arts (M.A.), History & Archival Studies
Laguna College of Art and Design 2011 — 2011
Game Design
Reed College 2006 — 2010
Bachelor of Arts, History
Robert Selfe's National Retirement Partners Experience June 2012 - July 2012
Job Guest Services at Viking Cove LLC
Industry Leisure, Travel & Tourism
Experience
Viking Cove Guest Homes June 2014 - Present
Cure Life Products August 2013 - December 2014
Moraga Hardware and Lumber August 2014 - November 2014
Orchard Supply Hardware June 2013 - June 2014
National Retirement Partners June 2012 - July 2012
Skills
People Skills, Video Games, Teamwork, Volunteering, Concepts, Social Skills, Loyal, Positive, Open Minded, Dedication to work, Problem Solving, Analytical Reasoning, Adaptability, Research, Outcome focused, Creative, Travel, People-oriented, Highly Dedicated, Customer Service, Highly Ambitious, Highly personable, Always Punctual, Determination, Social Networking, Sales, Brand Development, Hospitality
Education
Diablo Valley College 2014 — 2019
Liberal Arts
Miramonte High School 2009 — 2013
Viking Cove Guest Homes June 2014 - Present
Cure Life Products August 2013 - December 2014
Moraga Hardware and Lumber August 2014 - November 2014
Orchard Supply Hardware June 2013 - June 2014
National Retirement Partners June 2012 - July 2012
Skills
People Skills, Video Games, Teamwork, Volunteering, Concepts, Social Skills, Loyal, Positive, Open Minded, Dedication to work, Problem Solving, Analytical Reasoning, Adaptability, Research, Outcome focused, Creative, Travel, People-oriented, Highly Dedicated, Customer Service, Highly Ambitious, Highly personable, Always Punctual, Determination, Social Networking, Sales, Brand Development, Hospitality
Education
Diablo Valley College 2014 — 2019
Liberal Arts
Miramonte High School 2009 — 2013
Leslie (Gutierrez) Jones's National Retirement Partners Experience January 2008 - October 2008
Job
Industry Legal Services
Experience
OptumRx November 2013 - Present
OptumRx June 2012 - August 2013
VelaTel Global Communications October 2005 - July 2012
National Retirement Partners January 2008 - October 2008
Tilly's 2004 - 2005
Wet Seal, Inc 2004 - 2004
Skills
Legal Research, Microsoft Office, Regulatory Requirements, Bilingual-English/Spanis..., Typing, Dictaphone, California Notary, ABA Paralegal..., compliance, Pharmacy Benefit..., Policy, Filing, Legal Writing, Document Review, Westlaw, Litigation Support, Legal Assistance, Lexis, Administrative..., Corporate Law, Legal Documents, Office Administration, Legal Compliance, File Management, HIPAA, Document Drafting, Medicare, Medicare Part D, Securities Regulation, Healthcare, Regulation analysis, Notary Public
Education
Griffith University 2006 — 2007
Master of Arts (M.A.), Laws
California State University-Long Beach 1999 — 2003
Bachelor of Science (B.S.), Criminal Justice
St. Monica Catholic High School
OptumRx November 2013 - Present
OptumRx June 2012 - August 2013
VelaTel Global Communications October 2005 - July 2012
National Retirement Partners January 2008 - October 2008
Tilly's 2004 - 2005
Wet Seal, Inc 2004 - 2004
Skills
Legal Research, Microsoft Office, Regulatory Requirements, Bilingual-English/Spanis..., Typing, Dictaphone, California Notary, ABA Paralegal..., compliance, Pharmacy Benefit..., Policy, Filing, Legal Writing, Document Review, Westlaw, Litigation Support, Legal Assistance, Lexis, Administrative..., Corporate Law, Legal Documents, Office Administration, Legal Compliance, File Management, HIPAA, Document Drafting, Medicare, Medicare Part D, Securities Regulation, Healthcare, Regulation analysis, Notary Public
Education
Griffith University 2006 — 2007
Master of Arts (M.A.), Laws
California State University-Long Beach 1999 — 2003
Bachelor of Science (B.S.), Criminal Justice
St. Monica Catholic High School
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY