NFP Executive Benefits

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29 NFP Executive Benefits employees in database. Find out everything there's to know about NFP Executive Benefits 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.

NFP Executive Benefits Employees

Employee
Years
Job
Industry
David Hagen David Hagen Greater Minneapolis-St. Paul Area Details
David Hagen's NFP Executive Benefits Experience February 2011 - Present
Job Senior Consultant at NFP Executive Benefits
Industry Financial Services
Experience
NFP Executive Benefits   February 2011 - Present
Clark Consulting  2008 - January 2011
Clark Consulting  2001 - 2008
Clark Consulting  1998 - 2000
Northwestern Mutual  1996 - 1998
Mullin Consulting  1993 - 1996

Skills
Defined Benefit, Relationship Management, Executive Pay, Series 63, Series 7, 401k, Retirement, Pensions, Mutual Funds, Life Insurance, Retirement Planning, Insurance, Disability Insurance, Asset Allocation, Fixed Annuities, Series 6, Securities, Portfolio Management, Financial Services, Employee Benefits, Investment Strategies, Actuarial Science, Financial Analysis, Wealth Management, Alternative Investments, Strategic Financial..., Estate Planning

Education
University of Minnesota - Carlson School of Management   1992 — 1993
MBA, Finance

Gustavus Adolphus College   1988 — 1992
BA, Financial Economics

Peter Fairchild Peter Fairchild Greater New York City Area Details
Peter Fairchild's NFP Executive Benefits Experience November 2014 - Present
Job Senior Vice President Operations & Administration at Covala Group
Industry Financial Services
Experience
NFP Executive Benefits   November 2014 - Present
New York Life Insurance Company  March 2010 - January 2014
New York Life Insurance Company  November 2008 - March 2010
Independent Financial  February 2007 - June 2008
TD Waterhouse  August 2001 - May 2006
TD Waterhouse  February 1994 - August 2001

Skills
CRM, Management, Leadership, Strategic Planning, Call Centers, Mutual Funds, Customer Service, Securities, Financial Services, Series 7, Wealth Management, Vendor Management, Strategy, Equities, Financial Markets, Investments, Visio, Call Center, Operations Management, Portfolio Management, Risk Management, Fixed Income, Product Training, Financial Modeling, Insurance, Alternative Investments, Cross Selling, Series 63, Training, Mentoring, Employee Engagement, Brokerage, Cisco VoIP, Hiring Personnel, Leadership Development, Variable Annuities, Fixed Annuities, Retirement Planning, Change Management, Team Building, Team Leadership, Organizational..., Budgets, Banking, FINRA, Retirement, Financial Advisory, Trading, Customer Satisfaction, Relationship Management

Education
Southern Methodist University   1988 — 1992
History

Pomfret School   1984 — 1988

Greg Justice Greg Justice Atlanta, Georgia Details
Greg Justice's NFP Executive Benefits Experience January 2014 - Present
Job Vice President at NFP Executive Benefits
Industry Financial Services
Experience
NFP Executive Benefits   January 2014 - Present
Aon Hewitt  January 2009 - December 2013
Global Financial Services Organizations   2006 - 2008
Merrill Lynch  2004 - 2006
BB&T  2001 - 2004
Towers Watson  1997 - 2001
PwC  1989 - 1997

Skills
Employee Benefits, Deferred Compensation, Insurance, Benefits Administration, Business Development, Defined Benefit, Strategy, Sales, Talent Management, Management, CRM, Human Resources, Financial Services, Personnel Management, Risk Management, Executive Pay, Leadership, Consulting, Outsourcing, Retirement, Financial Analysis, Total Benefits..., Health Insurance, Hospitals, Healthcare, C-Suite Prospecting, C-Suite Sales, Relationship-Based..., Healthcare Industry..., C-Suite Relationships..., Benefits Design &..., Qualified Retirement..., Defined Contribution, Retirement Plan..., Disability Insurance, Executive Management, Business Planning, Actuarial Science, Retirement Planning, Sales Operations, Strategic Business..., Salesforce.com, C-Suite Healthcare...

Education
Ball State University
Bachelor of Science and Master's Degrees, Actuarial Science

Robert Leeper Robert Leeper Greenville, South Carolina Area Details
Robert Leeper's NFP Executive Benefits Experience memberPartners Financial1997 - Present
Job Managing Director at NFP Executive Benefits
Industry Financial Services
Experience
NFP Executive Benefits   memberPartners Financial1997 - Present
NFPEB   2011 - 2012

Skills
Executive Pay, Life Insurance, Retirement, Insurance, Estate Planning, Employee Benefits, Defined Benefit, 401k, Process Improvement, Strategic Planning

Education
University of Dayton   1973 — 1974
MPA, Public Administration

Clarion University of Pennsylvania   1969 — 1972
BA, Political Science

Debbie Gilleland Debbie Gilleland Greater Atlanta Area Details
Debbie Gilleland's NFP Executive Benefits Experience February 2012 - Present
Job Senior Project Manager at NFP Executive Benefits
Industry Information Technology and Services
Experience
NFP Executive Benefits   February 2012 - Present
EarthLink  July 2011 - February 2012
Self - Employed  July 2008 - February 2012
Renaissance Bank Advisors  June 2007 - July 2008

Education
Berry College
BA, Religion

Emory University
Theological Studies

Derek Clifton Derek Clifton Greater Atlanta Area Details
Derek Clifton's NFP Executive Benefits Experience 2001 - Present
Job Assistant Director at NFP Executive Benefits
Industry Insurance
Experience
NFP Executive Benefits   2001 - Present
Mostchoice.com  2000 - 2001
PIA of Georgia   1996 - 2000

Skills
Executive Pay, Benefits Administration, Employee Benefits, Business Analysis, 401k, Change Management, Financial Services, Underwriting, Access, Health Insurance, Relationship Management, Series 6, Strategic Planning, ERISA, Process Improvement, Life Insurance, Retirement

Education
Mercer University - Stetson School of Business and Economics   2001 — 2003
Master of Business Administration (M.B.A.), Management

University of Georgia - Terry College of Business   1992 — 1994
Bachelor of Business Administration (BBA), Risk Management & Insurance

Tony Greene Tony Greene Greater Atlanta Area Details
Tony Greene's NFP Executive Benefits Experience March 2012 - Present
Job
Industry Financial Services
Experience
NFP Executive Benefits   March 2012 - Present
Roswell Soccer Club   February 2011 - December 2014
Roswell North Elementary Education Foundation, Inc.   June 2010 - January 2012
Atticus Advisers, LLC   January 2010 - January 2012
Reliance Trust Company  September 2006 - November 2009
StillPoint Advisors   January 2003 - July 2006
Sterling Hager, Inc,   1992 - 2003
Viewlogic Systems  February 1990 - September 1992

Skills
Start-ups, Venture Capital, Marketing Strategy, Public Relations, Problem Solving, Business Turn-arounds, Financial Services, Series 7, New Business Development, Product Management, Strategic Communications, Business Strategy, Strategy, Business Development, Strategic Planning, Insurance, Marketing Communications, Leadership, Sales, Program Management, Management, Product Marketing, Marketing, CRM, Budgets, Investments, Competitive Analysis, Sales Process, Relationship Management, Fundraising, Team Management, Strategic Partnerships, Entrepreneurship, B2B Marketing, Lead Generation, Executive Management, Mergers & Acquisitions, Corporate Communications

Education
University of Georgia - Terry College of Business   2007 — 2008
Certificate for Financial Planning

Boston University   1987 — 1988
MS

Tulane University   1983 — 1987
BA

Randy Kohls Randy Kohls Greater Minneapolis-St. Paul Area Details
Randy Kohls's NFP Executive Benefits Experience January 2011 - Present
Job Senior Consultant at NFP Executive Benefits
Industry Financial Services
Experience
NFP Executive Benefits   January 2011 - Present
Clark Consulting  May 1997 - March 2007
Clark Consulting  January 1997 - January 2002
Flair Heating & Air   November 1995 - May 1997
BPK&Z, CPAs   January 1991 - November 1995

Education
University of Minnesota Duluth   1986 — 1991
Bachelor, Accounting

Ford Smith Ford Smith Greater New York City Area Details
Ford Smith's NFP Executive Benefits Experience November 2013 - Present
Job Senior Consultant at NFP Executive Benefits
Industry Financial Services
Experience
NFP Executive Benefits   November 2013 - Present
Southport Mortgage   June 2012 - November 2013
IBASCO   2007 - March 2012
MEAG NY [Munich Re]   1996 - 2007
Dana Investment Advisors  1993 - 1996
Grantham, Mayo, Van Otterloo & Co.   1989 - 1992
Bank of Boston  1983 - 1989

Skills
Institutional Sales, Fixed Income, Project Management, Portfolio Management, Mutual Funds, Investments, Bonds, Trading, Asset Allocation, Emerging Markets, Securities, Risk Management, MBS, Hedge Funds, Alternative Investments, ABS, Institutional..., Credit, Asset Managment, Asset Management, Equity Research, Equities, Investment Strategies, Investment Management, Financial Risk, Finance, Capital Markets, Valuation, Structured Products, Structured Finance, Derivatives, Bloomberg, Investment Banking, Fund Of Funds, Financial Markets, Options, Financial Structuring

Education
Boston University - Graduate School of Management   1982 — 1988
MBA

Georgetown University   1976 — 1979
BS Foreign Service, International Politics

Haverford School

Meghan Authement, MBA Meghan Authement, MBA Nashville, Tennessee Details
Meghan Authement, MBA's NFP Executive Benefits Experience September 2014 - Present
Job Marketing and Communications Specialist at NFP Executive Benefits
Industry Financial Services
Experience
NFP Executive Benefits   September 2014 - Present
NFP Executive Benefits   September 2012 - Present
Hancock Bank  August 2011 - June 2012
The Koerber Company, P.A.   December 2010 - August 2011

Skills
PowerPoint, Microsoft Excel, Microsoft Word, Customer Service, Prezzi, SPSS, Qualtrics, Sales, Time Management, Organization, Event Planning, Social Media Marketing, Marketing, Creative Strategy, Facebook

Education
University of Southern Mississippi   2011 — 2012
Masters in Business Administration, 3.74

University of Southern Mississippi   2007 — 2011
Bachelor of Science in Business Administration, Marketing

Christen Stimeck Christen Stimeck Jamison, Pennsylvania Details
Christen Stimeck's NFP Executive Benefits Experience August 2014 - Present
Job Retirement Plan Specialist
Industry Financial Services
Experience
NFP Executive Benefits   August 2014 - Present
BNY Mellon  January 2014 - August 2014
Source Interlink Companies  October 2013 - January 2014
Source Interlink  January 2013 - October 2013

Education
Shippensburg University of Pennsylvania   2010 — 2012
Bachelor of Science (BS), Mathematics and Economics

Millersville University of Pennsylvania   2008 — 2010

Charles Garland Charles Garland Greater Atlanta Area Details
Charles Garland's NFP Executive Benefits Experience July 2007 - Present
Job
Industry Financial Services
Experience
NFP Executive Benefits   July 2007 - Present

Skills
Management, Microsoft Office, Leadership, Financial Services, Research, Process Improvement, Relationship Management, Employee Benefits

Education
The University of Memphis   1991 — 2001
Master of Arts (MA), Geography

James R. (JR) Williams James R. (JR) Williams Greater Atlanta Area Details
James R. (JR) Williams's NFP Executive Benefits Experience February 2008 - May 2013
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   March 2015 - Present
21st Century Financial  May 2013 - February 2015
NFP Executive Benefits   February 2008 - May 2013
STEEL Restaurant   September 2007 - February 2010

Education
University of Nebraska-Lincoln   2003 — 2007
Bachelor of Science (B.S.), Business Administration and Management, General

Shannon Montgomery Shannon Montgomery Richardson, Texas Details
Shannon Montgomery's NFP Executive Benefits Experience 2012 - Present
Job Client Services at Hefner & Associates, and NFP Executive Benefits
Industry Financial Services
Experience
NFP Executive Benefits   2012 - Present
Hefner & Associates   May 2003 - Present

Skills
Financial Services

Education
Texas A&M University   2000 — 2003
Bachelor of Science (B.S.), Journalism

The University of Texas at Dallas   1999 — 2000

Julie Southard Julie Southard Greater Atlanta Area Details
Julie Southard's NFP Executive Benefits Experience May 2004 - Present
Job Director, Client Services at NFP Executive Benefits
Industry Financial Services
Experience
NFP Executive Benefits   May 2004 - Present
Aon Hewitt  July 1997 - May 2004

Skills
Public Speaking, PowerPoint, Budgets, Project Management, Strategic Planning, Event Planning, Marketing, Program Management, Team Building, Fundraising, Management, Sales Management, Legal Research, Program Development, Civil Litigation

Education
North Georgia College and State University   1993 — 1997
Bachelor of Business Administration (BBA), Marketing

Fred Palmer Fred Palmer Tallahassee, Florida Area Details
Fred Palmer's NFP Executive Benefits Experience November 2007 - December 2011
Job Executive Benefits Specialist at CUNA Mutual Group
Industry Financial Services
Experience
CUNA Mutual Group  June 2013 - Present
Burns-Fazzi, Brock & Associates   December 2011 - May 2013
NFP Executive Benefits   November 2007 - December 2011
Renaissance Bank Advisors  October 2007 - November 2011

Education
Florida State University - College of Business   1977 — 1981
BS, Finance

Jim DeLay Jim DeLay Ponte Vedra Beach, Florida Details
Jim DeLay's NFP Executive Benefits Experience July 2015 - Present
Job Managing Director
Industry Financial Services
Experience
NFP Executive Benefits   July 2015 - Present

Education
The American College   1984 — 1986
Master of Science in Financial Services

Pennsylvania Military College   1959 — 1964
B.S. in Business Administration, Economics

Dana Lones Dana Lones Greater Atlanta Area Details
Dana Lones's NFP Executive Benefits Experience June 2013 - June 2015
Job Support Specialist to Managing Partner
Industry Information Technology and Services
Experience
Karna, LLC  June 2015 - Present
NFP Executive Benefits   June 2013 - June 2015
CRIF Lending Solutions  February 2012 - February 2013
SRA International  September 2009 - February 2012
Astadia  July 2008 - September 2009
NEXIDIA  December 2006 - June 2008
Mountain View Group  January 2006 - November 2006
Zavata (formerly Integreo, STI)   July 2005 - November 2006
ILC  March 2004 - July 2005

Skills
Salesforce.com, Office Management, Microsoft Office, PowerPoint, Event Planning, Management, CRM, Training, Microsoft Excel, Executive Administrative, SharePoint, Marketing, Software Documentation, Microsoft CRM, Corporate Events, Microsoft Word, Outlook, Microsoft Publisher, Transcription, Budgets, Sales, Program Management, Database Administration, Event Management, Administrative..., Human Resources, Teamwork, Visio, Newsletters, Data Entry, Process Improvement, Administration, Trade Shows, Accounting, Project Planning, Access, Databases, Photoshop, Project Management, Invoicing, Social Media, Customer Service, Troubleshooting, Spreadsheets, Sales Operations, Team Leadership, Data Analysis, Typing, HTML Emails, Basic HTML

Education
University of Alabama   1989 — 1994
N/A, Graphic Design

Univeristy of Alabama at Tuscaloosa
Graphic Design

Bo Lee Bo Lee Greater Los Angeles Area Details
Bo Lee's NFP Executive Benefits Experience February 2015 - Present
Job
Industry Financial Services
Experience
NFP Executive Benefits   February 2015 - Present

Skills
Executive Pay, Deferred Compensation, Retirement, Employee Benefits, 401k, Investments, Retirement Planning, Strategic Financial..., Securities, Asset Management, Business Planning, Defined Benefit, Insurance, Pensions, Executive Compensation, Financial Planning, Financial Services

Education
University of California, Los Angeles   1994 — 1997
BA, Economics

Karen Sheffield Karen Sheffield Greater Atlanta Area Details
Karen Sheffield's NFP Executive Benefits Experience 2007 - Present
Job
Industry Information Technology and Services
Experience
NFP Executive Benefits   2007 - Present
City of Atlanta  2006 - 2007
Hewitt Associates, LLC  2003 - 2005
Northern Trust Retirement Consulting, LLC   1999 - 2003
Defense Contract Management Agency  1992 - 1999

Education
University of Alabama in Huntsville   1988 — 1989
M.S.

University of Illinois at Urbana-Champaign   1984 — 1988
B.S.

Patrick Irving Patrick Irving Greater New York City Area Details
Patrick Irving's NFP Executive Benefits Experience January 2012 - Present
Job Managing Director at Covala Group
Industry Insurance
Experience
Covala Group   April 2008 - Present
NFP Executive Benefits   January 2012 - Present
JPMorgan Chase  September 1998 - June 2005

Skills
Insurance, Underwriting, Long-Term Disability, Financial Services, Disability Insurance, Employee Benefits, Product Management, Marketing, Sales, Business Development, Program Management, Life Insurance, Relationship Management, Management, Strategic Planning, Leadership

Education
Hamilton College   1994 — 1998
Bachelor of Arts (B.A.), Public Policy

Diane Boen Diane Boen Greater Minneapolis-St. Paul Area Details
Diane Boen's NFP Executive Benefits Experience March 2011 - Present
Job Senior Account Manager at NFP Executive Benefits
Industry Financial Services
Experience
NFP Executive Benefits   March 2011 - Present
Thrivent Financial for Lutherans  June 2009 - March 2011
Clark Consulting  June 2002 - November 2008
Voyager Bank  November 1998 - June 2002
Richfield Bank & Trust Company   October 1995 - May 1998

Skills
Insurance, Finance, Series 63, Retirement Planning, Employee Benefits, Mutual Funds, Retirement, 401k, Defined Benefit, Financial Services, Disability Insurance

Education
University of Iowa
BA, Political Science

Lesa McElroy Lesa McElroy Atlanta, Georgia Details
Lesa McElroy's NFP Executive Benefits Experience July 2002 - Present
Job Sr Plan Manager at Balser Companies
Industry Insurance
Experience
NFP Executive Benefits   July 2002 - Present
Balser / NFP   2002 - Present

Education
University of Alabama at Birmingham   1987 — 1995

Regina Marciano Regina Marciano Greater New York City Area Details
Regina Marciano's NFP Executive Benefits Experience July 1999 - December 2013
Job Senior Benefit Consultant
Industry Insurance
Experience
NFP Executive Benefits   July 1999 - December 2013

Skills
Deferred Compensation, Benefits Administration, Executive Pay, CRM

Education
University of Bridgeport

Westchester Community College

James G. Breck, CAP James G. Breck, CAP Greater New York City Area Details
James G. Breck, CAP's NFP Executive Benefits Experience January 2008 - Present
Job NFP Executive Benefits
Industry Insurance
Experience
NFP Executive Benefits   January 2008 - Present

Skills
Insurance, Retirement, Life Insurance, 401k, Retirement Planning, Executive Benefit..., Deferred Compensation, BOLI

Education
University of Connecticut   1983 — 1985
Master of Business Administration (M.B.A.)

Gettysburg College   1976 — 1980
Bachelor's Degree, Business Administration and Management, General

Weston High School   1972 — 1976
High School

Jeffrey Hintz Jeffrey Hintz Greater Atlanta Area Details
Jeffrey Hintz's NFP Executive Benefits Experience December 2003 - Present
Job Assistant Director, Global Client Services at NFP Executive Benefits
Industry Financial Services
Experience
NFP Executive Benefits   December 2003 - Present
Aon Hewitt, formerly Hewitt Associates  July 1998 - December 2003

Skills
Executive Pay, Pensions, Project Management, CRM, Employee Benefits, Leadership, Mergers & Acquisitions, Process Improvement, Visio, Insurance, Analysis, Account Management, Accounting, Defined Benefit, Retirement, Deferred Compensation, Management

Education
University of Georgia - Terry College of Business   1997 — 1998
Master of Business Administration (MBA), Investments, Risk Management & Insurance, Corporate Finance

University of Georgia - Terry College of Business   1993 — 1997
Bachelor of Business Administration (BBA)

Rik Wehmeier, JD, ChFC, CLU Rik Wehmeier, JD, ChFC, CLU Austin, Texas Details
Rik Wehmeier, JD, ChFC, CLU's NFP Executive Benefits Experience July 1986 - Present
Job Principal Managing Director at NFP Executive Benefits
Industry Financial Services
Experience
NFP Executive Benefits   July 1986 - Present

Skills
Nonqualified Deferred..., Supplemental Executive..., Corporate Owned life..., Constructive Receipt, Nonqualified Pension..., Executive Life..., Variable Universal Life..., Institutional Life..., Corporate Benefit...

Education
Purdue University
Bachelor of Arts (BA), Political Science

The University of Texas School of Law
Juris Doctorate, Law

Elizabeth Trenary Elizabeth Trenary Greater Atlanta Area Details
Elizabeth Trenary's NFP Executive Benefits Experience December 1997 - Present
Job Asst Director, Insurance Services at NFP Executive Benefits
Industry Insurance
Experience
NFP Executive Benefits   December 1997 - Present
Pritchard & Jerden, Inc.   September 1991 - December 1997
CIGNA  January 1989 - September 1991

Skills
401k, Life Insurance, Disability Insurance, Retirement Planning, Insurance, Health Insurance, Collaboration, Employee Benefits, Benefits Administration

Education
The American College   2001 — 2003
CLU, Chartered Life Underwriter

University of Alabama in Huntsville   1978 — 1988
BSBA, Marketing