NFP Retirement
Industry: Company
DescriptionFounded: 2000 Parent organization: NFP Subsidiary: NFP Retirement Inc., Asset Management Arm
NFP Retirement List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at NFP Retirement. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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NFP Retirement Employees
Employee
Years
Job
Industry
David Stecher David Stecher's NFP Retirement Experience July 2014 - Present
Job National Practice Leader at 401(k) Advisors
Industry Financial Services
Experience
NFP Retirement July 2014 - Present
401(k) Advisors February 2010 - Present
Retirement Plan Advisory Group January 2010 - Present
Stecher Capital Inc August 2009 - January 2010
Retirement Capital Group January 2004 - August 2009
San Diego Sports Commission January 1999 - June 2009
United Way of Greater San Diego January 1997 - June 2009
AXA Advisors September 1986 - April 2004
AXA 1997 - 2004
KPMG Peat Marwick January 1984 - September 1986
Skills
Executive Compensation, 401k, Tax, Deferred Compensation, Accounting, Insurance, Investments, Executive Pay, Start-ups, Business Development, Management, Leadership, Employee Benefits, Pensions, Business Planning, Retirement Planning, Defined Benefit, Mergers & Acquisitions, Retirement, Human Resources, Strategic Planning, Strategic Financial..., Executive Management, Financial Advisory, Estate Planning, Finance, Investment Advisory, ERISA, Financial Services, Mutual Funds
Education
Widener University 1984 — 1986
Masters, Taxation
University of Delaware 1979 — 1983
BS, Accounting
NFP Retirement July 2014 - Present
401(k) Advisors February 2010 - Present
Retirement Plan Advisory Group January 2010 - Present
Stecher Capital Inc August 2009 - January 2010
Retirement Capital Group January 2004 - August 2009
San Diego Sports Commission January 1999 - June 2009
United Way of Greater San Diego January 1997 - June 2009
AXA Advisors September 1986 - April 2004
AXA 1997 - 2004
KPMG Peat Marwick January 1984 - September 1986
Skills
Executive Compensation, 401k, Tax, Deferred Compensation, Accounting, Insurance, Investments, Executive Pay, Start-ups, Business Development, Management, Leadership, Employee Benefits, Pensions, Business Planning, Retirement Planning, Defined Benefit, Mergers & Acquisitions, Retirement, Human Resources, Strategic Planning, Strategic Financial..., Executive Management, Financial Advisory, Estate Planning, Finance, Investment Advisory, ERISA, Financial Services, Mutual Funds
Education
Widener University 1984 — 1986
Masters, Taxation
University of Delaware 1979 — 1983
BS, Accounting
Jessie Fey Jessie Fey's NFP Retirement Experience July 2012 - Present
Job Organizational Development Coordinator/Executive Assistant to the CEO, COO, & President
Industry Financial Services
Experience
NFP Retirement July 2012 - Present
401(k) Advisors July 2012 - Present
Skills
Microsoft Word, Microsoft Office, Microsoft Excel, PowerPoint
Education
Brandman University, Part of the Chapman University System 2013 — 2015
Master of Arts (M.A.), Marriage and Family Therapy/Professional Clinical Counseling
Chapman University 2009 — 2012
Bachelor of Arts (B.A.), Psychology
NFP Retirement July 2012 - Present
401(k) Advisors July 2012 - Present
Skills
Microsoft Word, Microsoft Office, Microsoft Excel, PowerPoint
Education
Brandman University, Part of the Chapman University System 2013 — 2015
Master of Arts (M.A.), Marriage and Family Therapy/Professional Clinical Counseling
Chapman University 2009 — 2012
Bachelor of Arts (B.A.), Psychology
Lily Matias Lily Matias's NFP Retirement Experience December 2014 - Present
Job Retirement Plan Consultant at NFP Retirement
Industry Financial Services
Experience
NFP Retirement December 2014 - Present
PFM Asset Management LLC January 2013 - October 2014
Capital Group November 2010 - June 2012
Capital Group August 1998 - November 2010
Capital Group March 1995 - August 1998
Capital Group June 1992 - March 1995
Churchill Management Company June 1989 - June 1992
Skills
Pensions, Investment Strategies, Financial Advisory, Leadership, Mutual Funds, Asset Allocation, Fixed Income, Asset Managment, Equities, Investments, Portfolio Management, Investment Management, Securities, Strategic Financial..., Series 6, Series 63, Series 82, Series 26, Sales Presentations, Sales, FINRA, Finance, Due Diligence, Asset Management, Financial Services, Retirement Planning, Private Equity, 401k, Alternative Investments, Bloomberg, Bonds, Capital Markets, Hedge Funds, Institutional..., Retirement, Separately Managed..., Series 65, Series 24, Wealth Management, Valuation, Wealth Management..., Insurance, Financial Planning
Education
Columbia University in the City of New York 1983 — 1988
BA, Economics
Bronx High School of Science 1980 — 1983
High School Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
NFP Retirement December 2014 - Present
PFM Asset Management LLC January 2013 - October 2014
Capital Group November 2010 - June 2012
Capital Group August 1998 - November 2010
Capital Group March 1995 - August 1998
Capital Group June 1992 - March 1995
Churchill Management Company June 1989 - June 1992
Skills
Pensions, Investment Strategies, Financial Advisory, Leadership, Mutual Funds, Asset Allocation, Fixed Income, Asset Managment, Equities, Investments, Portfolio Management, Investment Management, Securities, Strategic Financial..., Series 6, Series 63, Series 82, Series 26, Sales Presentations, Sales, FINRA, Finance, Due Diligence, Asset Management, Financial Services, Retirement Planning, Private Equity, 401k, Alternative Investments, Bloomberg, Bonds, Capital Markets, Hedge Funds, Institutional..., Retirement, Separately Managed..., Series 65, Series 24, Wealth Management, Valuation, Wealth Management..., Insurance, Financial Planning
Education
Columbia University in the City of New York 1983 — 1988
BA, Economics
Bronx High School of Science 1980 — 1983
High School Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Barbara Whitebread Barbara Whitebread's NFP Retirement Experience September 2014 - Present
Job
Industry Investment Management
Experience
NFP Retirement September 2014 - Present
Conejo Family Eyecare December 2008 - September 2014
Best Buy 2005 - 2008
Skills
Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Public Speaking, Budgets, Microsoft Office, Microsoft Excel, Problem Solving
Education
California State University Channel Islands 2008 — 2010
Bachelor of Arts (BA), Liberal Studies
Moorpark College 2004 — 2008
Associate's degree, General Education
NFP Retirement September 2014 - Present
Conejo Family Eyecare December 2008 - September 2014
Best Buy 2005 - 2008
Skills
Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Public Speaking, Budgets, Microsoft Office, Microsoft Excel, Problem Solving
Education
California State University Channel Islands 2008 — 2010
Bachelor of Arts (BA), Liberal Studies
Moorpark College 2004 — 2008
Associate's degree, General Education
Courtney Lisowski's NFP Retirement Experience June 2015 - August 2015
Job Summer Intern at NFP Retirement
Industry Financial Services
Experience
Santa Clara University May 2013 - Present
NFP Retirement June 2015 - August 2015
Archbishop Mitty High School June 2009 - June 2011
Education
Santa Clara University 2012 — 2015
Finance
Archbishop Mitty High School 2008 — 2012
Santa Clara University May 2013 - Present
NFP Retirement June 2015 - August 2015
Archbishop Mitty High School June 2009 - June 2011
Education
Santa Clara University 2012 — 2015
Finance
Archbishop Mitty High School 2008 — 2012
Brittany Hazlett Brittany Hazlett's NFP Retirement Experience February 2014 - July 2015
Job Cosmetology Student
Industry Restaurants
Experience
NFP Retirement February 2014 - July 2015
AWCS.net June 2011 - February 2015
Power Balance September 2010 - May 2011
Power Toyota of Irvine October 2009 - September 2010
Enrich Wealth Group August 2008 - October 2009
CITY OF TUSTIN PARKS AND REC April 2008 - August 2008
Skills
Customer Service, Sales, Account Management, Team Building, Business Development, Sales Management, Marketing Strategy, Social Media, Social Networking, Service Operations, Microsoft Office, Outlook, QuickBooks, Salesforce.com, Cosmetology, System Administration, Training, Leadership, Microsoft Word, Microsoft Excel
Education
Salon Success Academy 2015 — 2016
Santiago Canyon College 2007 — 2008
Creekside High School 2003 — 2007
High School Diploma
NFP Retirement February 2014 - July 2015
AWCS.net June 2011 - February 2015
Power Balance September 2010 - May 2011
Power Toyota of Irvine October 2009 - September 2010
Enrich Wealth Group August 2008 - October 2009
CITY OF TUSTIN PARKS AND REC April 2008 - August 2008
Skills
Customer Service, Sales, Account Management, Team Building, Business Development, Sales Management, Marketing Strategy, Social Media, Social Networking, Service Operations, Microsoft Office, Outlook, QuickBooks, Salesforce.com, Cosmetology, System Administration, Training, Leadership, Microsoft Word, Microsoft Excel
Education
Salon Success Academy 2015 — 2016
Santiago Canyon College 2007 — 2008
Creekside High School 2003 — 2007
High School Diploma
Emily Hing's NFP Retirement Experience December 2011 - Present
Job Plan Consultant at NFP Retirement
Industry Financial Services
Experience
NFP Retirement December 2011 - Present
NFP Retirement 2011 - Present
The Vanguard Group 2009 - 2011
The Vanguard Group 2008 - 2009
BlackRock 2007 - 2008
Allied International 2006 - 2006
ISU Hing and Insurance 1999 - 2004
Skills
Client Relationship..., Client Communication, Public Speaking, Retirement Planning, Legal Advice, Institutional Sales, Employee Benefits, Financial Services, Defined Contribution, Training, Retirement, Series 7, Mutual Funds, 401k, Investments, Securities, Investment Advisory, CRM, Series 63, Defined Benefit, ERISA, Asset Allocation, Financial Advisory, Portfolio Management, Investment Strategies, IRAs
Education
San Diego State University
Bachelors, Finance
San Diego State University-California State University
Finance, Financial Services
NFP Retirement December 2011 - Present
NFP Retirement 2011 - Present
The Vanguard Group 2009 - 2011
The Vanguard Group 2008 - 2009
BlackRock 2007 - 2008
Allied International 2006 - 2006
ISU Hing and Insurance 1999 - 2004
Skills
Client Relationship..., Client Communication, Public Speaking, Retirement Planning, Legal Advice, Institutional Sales, Employee Benefits, Financial Services, Defined Contribution, Training, Retirement, Series 7, Mutual Funds, 401k, Investments, Securities, Investment Advisory, CRM, Series 63, Defined Benefit, ERISA, Asset Allocation, Financial Advisory, Portfolio Management, Investment Strategies, IRAs
Education
San Diego State University
Bachelors, Finance
San Diego State University-California State University
Finance, Financial Services
Nick Della Vedova Nick Della Vedova's NFP Retirement Experience April 2004 - Present
Job President at Retirement Plan Advisory Group
Industry Financial Services
Experience
NFP - Retirement April 2004 - Present
Retirement Plan Advisory Group April 2004 - Present
Principal Financial Group 1995 - 2004
Education
Truman State University 1990 — 1994
BS, Finance
Truman State University 1990 — 1994
BS, Finance
NFP - Retirement April 2004 - Present
Retirement Plan Advisory Group April 2004 - Present
Principal Financial Group 1995 - 2004
Education
Truman State University 1990 — 1994
BS, Finance
Truman State University 1990 — 1994
BS, Finance
Erin Fitz Erin Fitz's NFP Retirement Experience June 2013 - Present
Job Sales and Marketing Specialist at NFP Retirement
Industry Financial Services
Experience
NFP Retirement June 2013 - Present
Skills
Customer Service, PowerPoint, Microsoft Excel, Event Planning, Microsoft Office, Microsoft Word, Outlook, Social Media, Leadership, New Business Development, Social Networking, Marketing, Sales, Teamwork
Education
Northern Arizona University 2009 — 2013
Bachelor of Science (B.S.), Marketing
NFP Retirement June 2013 - Present
Skills
Customer Service, PowerPoint, Microsoft Excel, Event Planning, Microsoft Office, Microsoft Word, Outlook, Social Media, Leadership, New Business Development, Social Networking, Marketing, Sales, Teamwork
Education
Northern Arizona University 2009 — 2013
Bachelor of Science (B.S.), Marketing
Dave Rinehart, CFA Dave Rinehart, CFA's NFP Retirement Experience January 2014 - Present
Job Senior Investment Consultant at NFP Retirement
Industry Financial Services
Experience
NFP Retirement January 2014 - Present
401(k) Advisors January 2011 - December 2013
High Net Worth RIA 2008 - 2011
Aris Corporation 2004 - 2007
Asset Stategy Consultants 2001 - 2004
legg mason 1998 - 2001
Skills
401k, Investments, Retirement, Defined Benefit, Portfolio Management, Investment Advisory, Executive Pay, Retirement Planning, Mutual Funds, Retirement Plan..., Pensions, Asset Allocation
Education
Loyola University Maryland 2000 — 2003
MSF, Finance
Indiana University of Pennsylvania 1992 — 1995
BS, Finance
Spring Grove 1986 — 1990
Diploma
NFP Retirement January 2014 - Present
401(k) Advisors January 2011 - December 2013
High Net Worth RIA 2008 - 2011
Aris Corporation 2004 - 2007
Asset Stategy Consultants 2001 - 2004
legg mason 1998 - 2001
Skills
401k, Investments, Retirement, Defined Benefit, Portfolio Management, Investment Advisory, Executive Pay, Retirement Planning, Mutual Funds, Retirement Plan..., Pensions, Asset Allocation
Education
Loyola University Maryland 2000 — 2003
MSF, Finance
Indiana University of Pennsylvania 1992 — 1995
BS, Finance
Spring Grove 1986 — 1990
Diploma
Todd Hoppock Todd Hoppock's NFP Retirement Experience January 2006 - Present
Job Vice President, Consulting NFP Retirement
Industry Financial Services
Experience
NFP Retirement January 2006 - Present
Diversified Investment Advisors 2000 - 2005
Skills
Pensions, CRM, Training, 401k, Employee Benefits, Retirement Plan..., Retirement Planning, Mutual Funds, Microsoft Excel, Financial Advisory, Non-Qualified Deferred..., Business Planning, Investments, Defined Benefit, Management, 403 b, Defined Contribution, Retirement, Deferred Compensation, Strategic Planning
Education
California State Polytechnic University-Pomona 1985 — 1989
NFP Retirement January 2006 - Present
Diversified Investment Advisors 2000 - 2005
Skills
Pensions, CRM, Training, 401k, Employee Benefits, Retirement Plan..., Retirement Planning, Mutual Funds, Microsoft Excel, Financial Advisory, Non-Qualified Deferred..., Business Planning, Investments, Defined Benefit, Management, 403 b, Defined Contribution, Retirement, Deferred Compensation, Strategic Planning
Education
California State Polytechnic University-Pomona 1985 — 1989
John Spach 818.878.0400 John Spach 818.878.0400's NFP Retirement Experience March 2006 - Present
Job C(k)P, Managing Director Southern CA
Industry Investment Management
Experience
NFP Retirement March 2006 - Present
401(k) Advisors-Los Angeles March 2006 - Present
403(b) Advisors 2006 - Present
401k Advisors Los Angeles 2006 - Present
Skills
Retirement, Benchmarking, 401k, Pensions, Due Diligence, Retirement Planning, Investments, Mutual Funds, ERISA, Asset Managment, Retirement Plan..., Financial Advisory, Investment Strategies, Series 7, Investment Advisory, Asset Allocation, Series 63, Executive Pay, Series 6, 401k Rollovers, Benefits Administration, Fiduciary, Employee Benefits, Financial Services, IRAs, Wealth Management, Insurance, Fixed Annuities, Profit Sharing, Wealth Management..., Wealth, Financial Planners, Investment Management, Alternative Investments, Estate Planning, Series 65, Disability Insurance, Portfolio Management, FINRA, Wealth Accumulation, Life Insurance, Term Life Insurance, Long-term Care, Asset Management, Financial Planning
Education
California State University-Northridge 1986 — 1991
BA
NFP Retirement March 2006 - Present
401(k) Advisors-Los Angeles March 2006 - Present
403(b) Advisors 2006 - Present
401k Advisors Los Angeles 2006 - Present
Skills
Retirement, Benchmarking, 401k, Pensions, Due Diligence, Retirement Planning, Investments, Mutual Funds, ERISA, Asset Managment, Retirement Plan..., Financial Advisory, Investment Strategies, Series 7, Investment Advisory, Asset Allocation, Series 63, Executive Pay, Series 6, 401k Rollovers, Benefits Administration, Fiduciary, Employee Benefits, Financial Services, IRAs, Wealth Management, Insurance, Fixed Annuities, Profit Sharing, Wealth Management..., Wealth, Financial Planners, Investment Management, Alternative Investments, Estate Planning, Series 65, Disability Insurance, Portfolio Management, FINRA, Wealth Accumulation, Life Insurance, Term Life Insurance, Long-term Care, Asset Management, Financial Planning
Education
California State University-Northridge 1986 — 1991
BA
Chris DeMale, CFA's NFP Retirement Experience 2015 - Present
Job Vice President at NFP Retirement
Industry Financial Services
Experience
NFP Retirement 2015 - Present
Morningstar, Inc. 2010 - 2015
John Hancock Retirement Plans 2008 - June 2010
Calamos Investments 2006 - 2008
Deutsche Bank 2003 - 2006
Skills
Series 7, Series 63, Alternative Investments, Mutual Funds, Asset Allocation, Wealth Management, Securities, Hedge Funds, Asset Managment, Investments, Investment Advisory, Asset Management, Financial Advisory, Financial Services, Retirement, Finance, Pensions, 401k, Retirement Planning
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2004 — 2006
Masters, Business Administration
Vanderbilt University 1999 — 2003
Bachelors, English & Economics
NFP Retirement 2015 - Present
Morningstar, Inc. 2010 - 2015
John Hancock Retirement Plans 2008 - June 2010
Calamos Investments 2006 - 2008
Deutsche Bank 2003 - 2006
Skills
Series 7, Series 63, Alternative Investments, Mutual Funds, Asset Allocation, Wealth Management, Securities, Hedge Funds, Asset Managment, Investments, Investment Advisory, Asset Management, Financial Advisory, Financial Services, Retirement, Finance, Pensions, 401k, Retirement Planning
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2004 — 2006
Masters, Business Administration
Vanderbilt University 1999 — 2003
Bachelors, English & Economics
Natalie Holton's NFP Retirement Experience October 2011 - Present
Job RFP/Benchmarking Consultant at NFP Retirement
Industry Financial Services
Experience
NFP Retirement October 2011 - Present
Robbins Brothers, The Engagement Ring Store August 2007 - September 2011
UC Merced September 2009 - June 2011
Skills
Microsoft Excel, Microsoft Word, Finance, Microsoft Office, Meeting Scheduling, Phone Etiquette, Telephone Skills, Time Management, Customer Service, Social Media, PowerPoint, Event Planning, Communication, Sales Operations, Data Entry, Organization, Social Networking, 401k, Series 6, Series 63, Series 65, Public Speaking, Research
Education
University of California, Merced 2009 — 2011
Bachelor of Arts (BA), Psychology
NFP Retirement October 2011 - Present
Robbins Brothers, The Engagement Ring Store August 2007 - September 2011
UC Merced September 2009 - June 2011
Skills
Microsoft Excel, Microsoft Word, Finance, Microsoft Office, Meeting Scheduling, Phone Etiquette, Telephone Skills, Time Management, Customer Service, Social Media, PowerPoint, Event Planning, Communication, Sales Operations, Data Entry, Organization, Social Networking, 401k, Series 6, Series 63, Series 65, Public Speaking, Research
Education
University of California, Merced 2009 — 2011
Bachelor of Arts (BA), Psychology
Katie Holst Katie Holst's NFP Retirement Experience November 2012 - August 2015
Job Senior Associate at ULI Orange County/Inland Empire
Industry Financial Services
Experience
Urban Land Institute September 2015 - Present
NFP Retirement November 2012 - August 2015
CBRE March 2011 - October 2012
CBRE February 2010 - March 2011
UBS Investment Bank September 2008 - May 2009
UBS Investment Bank December 2007 - May 2009
UBS Investment Bank October 2006 - December 2007
UBS Investment Bank August 2005 - August 2006
Skills
Recruiting, Interviews, Event Planning, Management, Budgets, Sourcing, Marketing
Education
University of Southern California 2001 — 2005
B.A. Communication
University of Cambridge 2005 — 2006
Certificate of The Mountbatten Internship Programme, International Business Management
Urban Land Institute September 2015 - Present
NFP Retirement November 2012 - August 2015
CBRE March 2011 - October 2012
CBRE February 2010 - March 2011
UBS Investment Bank September 2008 - May 2009
UBS Investment Bank December 2007 - May 2009
UBS Investment Bank October 2006 - December 2007
UBS Investment Bank August 2005 - August 2006
Skills
Recruiting, Interviews, Event Planning, Management, Budgets, Sourcing, Marketing
Education
University of Southern California 2001 — 2005
B.A. Communication
University of Cambridge 2005 — 2006
Certificate of The Mountbatten Internship Programme, International Business Management
Ashley Bittner's NFP Retirement Experience Administrative AssistantAssayag Mauss, LLP$
Job Operations specialist at NFP Retirement
Industry Financial Services
Experience
NFP Retirement Administrative AssistantAssayag Mauss, LLP$
Skills
Customer Service, Microsoft Office, Financial Services, Microsoft Excel, Leadership, Mutual Funds, Banking, Microsoft Word, Project Management, Sales, Credit
Education
University of California, Irvine
Bachelor's degree, Psychology and Social Behavior
NFP Retirement Administrative AssistantAssayag Mauss, LLP$
Skills
Customer Service, Microsoft Office, Financial Services, Microsoft Excel, Leadership, Mutual Funds, Banking, Microsoft Word, Project Management, Sales, Credit
Education
University of California, Irvine
Bachelor's degree, Psychology and Social Behavior
Christopher Fabela Christopher Fabela's NFP Retirement Experience February 2014 - Present
Job Sales and Marketing Specialist at NFP Retirement
Industry Financial Services
Experience
NFP Retirement February 2014 - Present
ASI Communications 2009 - 2013
Union Weekly 2009 - 2012
Skills
Graphic Design, Typography, Illustrator, InDesign, Art Direction, Brand Development, Magazine Layout Design, Logo Design, Prezi, Book Binding, Advertising, Photoshop, Marketing, Copy Editing, Illustration, Paint Color Matching, Window Screening, Screen Door..., Basic Woodworking
Education
California State University-Long Beach 2006 — 2012
Bachelor of Arts (BA), Graphic Design
Capistrano Valley High School 2002 — 2006
NFP Retirement February 2014 - Present
ASI Communications 2009 - 2013
Union Weekly 2009 - 2012
Skills
Graphic Design, Typography, Illustrator, InDesign, Art Direction, Brand Development, Magazine Layout Design, Logo Design, Prezi, Book Binding, Advertising, Photoshop, Marketing, Copy Editing, Illustration, Paint Color Matching, Window Screening, Screen Door..., Basic Woodworking
Education
California State University-Long Beach 2006 — 2012
Bachelor of Arts (BA), Graphic Design
Capistrano Valley High School 2002 — 2006
Dylan Brooks Dylan Brooks's NFP Retirement Experience June 2015 - August 2015
Job Fourth Year Undergraduate at UC Berkeley
Industry Financial Services
Experience
NFP Retirement June 2015 - August 2015
SA Recycling June 2013 - August 2014
Apple July 2013 - June 2014
Associated Student Government September 2011 - May 2014
Montage Hotels & Resorts February 2012 - July 2013
FRAPYS May 2011 - February 2012
Skills
Restaurants, Cuisine, Food, Budgets, Customer Satisfaction, Event Management, Sales, Inventory Management, Hospitality, Event Planning, PowerPoint, Time Management, Leadership, Social Networking, Microsoft Excel, Public Speaking, Microsoft Office, Teamwork, Microsoft Word, Social Media, Customer Service
Education
University of California, Berkeley 2014 — 2016
Bachelor's Degree, Political Economy, 3.87
Saddleback College 2011 — 2013
Associate of Arts (AA), Economics, 3.89
NFP Retirement June 2015 - August 2015
SA Recycling June 2013 - August 2014
Apple July 2013 - June 2014
Associated Student Government September 2011 - May 2014
Montage Hotels & Resorts February 2012 - July 2013
FRAPYS May 2011 - February 2012
Skills
Restaurants, Cuisine, Food, Budgets, Customer Satisfaction, Event Management, Sales, Inventory Management, Hospitality, Event Planning, PowerPoint, Time Management, Leadership, Social Networking, Microsoft Excel, Public Speaking, Microsoft Office, Teamwork, Microsoft Word, Social Media, Customer Service
Education
University of California, Berkeley 2014 — 2016
Bachelor's Degree, Political Economy, 3.87
Saddleback College 2011 — 2013
Associate of Arts (AA), Economics, 3.89
Jacqueline DeMarco Jacqueline DeMarco's NFP Retirement Experience July 2015 - Present
Job Operations Specialist at NFP Retirement
Industry Marketing and Advertising
Experience
Career Girl Daily September 2015 - Present
NFP Retirement July 2015 - Present
NFP Retirement January 2015 - June 2015
Picket Fence Media October 2014 - December 2014
Her Campus Media April 2014 - December 2014
Clique Media / Who What Wear June 2014 - September 2014
Chinese Laundry April 2014 - June 2014
Saddleback College January 2011 - June 2011
Skills
Copy Editing, AP Style, Social Media, Adobe Creative Suite, SEO, Design, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Marketing, Conversational French
Education
University of California, Irvine 2013 — 2015
B.A. Literary Journalism, Minor in Electronic Art and Design
Career Girl Daily September 2015 - Present
NFP Retirement July 2015 - Present
NFP Retirement January 2015 - June 2015
Picket Fence Media October 2014 - December 2014
Her Campus Media April 2014 - December 2014
Clique Media / Who What Wear June 2014 - September 2014
Chinese Laundry April 2014 - June 2014
Saddleback College January 2011 - June 2011
Skills
Copy Editing, AP Style, Social Media, Adobe Creative Suite, SEO, Design, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Marketing, Conversational French
Education
University of California, Irvine 2013 — 2015
B.A. Literary Journalism, Minor in Electronic Art and Design
Marcel Dupré Marcel Dupré's NFP Retirement Experience October 2014 - Present
Job Senior Plan Consultant at NFP Retirement
Industry Financial Services
Experience
NFP Retirement October 2014 - Present
BCM 401k August 2013 - October 2014
ThirtyNorth Investments, LLC March 1997 - July 2013
NASD May 1994 - August 1996
Skills
401k, Investments, ETFs, Retirement, Portfolio Management, Benchmarking, Consulting, Mutual Funds, Defined Contribution, Retirement Planning, Financial Advisory, Finance, Investment Advisory, Wealth Management..., Asset Allocation, Alternative Investments, Investment Management, Management, Investment Strategies, Financial Markets, Financial Services, Asset Management, Wealth Management, Equities, Series 7, Series 24, Corporate Finance, Fixed Income, Insurance, Bonds, IRAs, Retirement Plan..., Series 63, Wealth, Asset Managment, Hedge Funds, Estate Planning, Trading, Strategic Financial..., Fixed Annuities, Financial Modeling, Defined Benefit, Social Media, Financial Planning, Securities
Education
Loyola University New Orleans College of Law 1991 — 1994
JD, Law
Loyola University New Orleans 1991 — 1994
MBA, Business
The University of Southern Mississippi 1989 — 1991
BSBA, Economics
University of Maryland University College 1986 — 1987
Louisiana State University 1985 — 1986
Pineville High School 1981 — 1985
High School Diploma
NFP Retirement October 2014 - Present
BCM 401k August 2013 - October 2014
ThirtyNorth Investments, LLC March 1997 - July 2013
NASD May 1994 - August 1996
Skills
401k, Investments, ETFs, Retirement, Portfolio Management, Benchmarking, Consulting, Mutual Funds, Defined Contribution, Retirement Planning, Financial Advisory, Finance, Investment Advisory, Wealth Management..., Asset Allocation, Alternative Investments, Investment Management, Management, Investment Strategies, Financial Markets, Financial Services, Asset Management, Wealth Management, Equities, Series 7, Series 24, Corporate Finance, Fixed Income, Insurance, Bonds, IRAs, Retirement Plan..., Series 63, Wealth, Asset Managment, Hedge Funds, Estate Planning, Trading, Strategic Financial..., Fixed Annuities, Financial Modeling, Defined Benefit, Social Media, Financial Planning, Securities
Education
Loyola University New Orleans College of Law 1991 — 1994
JD, Law
Loyola University New Orleans 1991 — 1994
MBA, Business
The University of Southern Mississippi 1989 — 1991
BSBA, Economics
University of Maryland University College 1986 — 1987
Louisiana State University 1985 — 1986
Pineville High School 1981 — 1985
High School Diploma
Chris D. Langstaff Chris D. Langstaff's NFP Retirement Experience April 2015 - Present
Job Plan Consultant at NFP Retirement
Industry Financial Services
Experience
NFP Retirement April 2015 - Present
Retirement Plan Advisory Group August 2014 - Present
Retirement Plan Advisory Group March 2013 - August 2014
Direct Drives and Controls May 2010 - March 2013
Ultra Escrow April 2009 - February 2010
Skills
Microsoft Excel, Accounts Payable, Marketing, Sales, Finance, Accounts Receivable, Accounting, Real Estate, Software Documentation, PowerPoint, Microsoft Word, Databases, Outlook, Microsoft Office, Customer Service, Sports, Teamwork, Retirement, Mutual Funds
Education
Chapman University 2007 — 2011
Bachelor of Business Administration; BSFE, Finance, General
NFP Retirement April 2015 - Present
Retirement Plan Advisory Group August 2014 - Present
Retirement Plan Advisory Group March 2013 - August 2014
Direct Drives and Controls May 2010 - March 2013
Ultra Escrow April 2009 - February 2010
Skills
Microsoft Excel, Accounts Payable, Marketing, Sales, Finance, Accounts Receivable, Accounting, Real Estate, Software Documentation, PowerPoint, Microsoft Word, Databases, Outlook, Microsoft Office, Customer Service, Sports, Teamwork, Retirement, Mutual Funds
Education
Chapman University 2007 — 2011
Bachelor of Business Administration; BSFE, Finance, General
Charles Catagnus Charles Catagnus's NFP Retirement Experience April 2015 - Present
Job Director, East Region Client Service NFP Retirement
Industry Financial Services
Experience
NFP Retirement April 2015 - Present
NFP Retirement January 2013 - Present
Skills
Microsoft Office, Sales, Leadership, Training
Education
Temple University 1974 — 1978
Bachelor of Business Administration (B.B.A.), Marketing
NFP Retirement April 2015 - Present
NFP Retirement January 2013 - Present
Skills
Microsoft Office, Sales, Leadership, Training
Education
Temple University 1974 — 1978
Bachelor of Business Administration (B.B.A.), Marketing
Paul L. Powell, AIF, C(k)P Paul L. Powell, AIF, C(k)P's NFP Retirement Experience 2006 - Present
Job Recognized as one of the Top 100 Retirement Plan Advisors by PlanSponsor
Industry Financial Services
Experience
NFP Retirement 2006 - Present
Skills
401k, Retirement, Retirement Planning, ERISA, Mutual Funds, Employee Benefits, Pensions, Investments, Executive Pay, Retirement Plan..., Asset Management, Finance, Wealth Management, Asset Managment, Investment Advisory, Risk Management, Financial Services, Financial Advisory, Defined Contribution, Asset Allocation, Deferred Compensation, Due Diligence, Profit Sharing, Defined Benefit, Portfolio Management, Securities, 401k Plan Consulting, Defined Benefit Plan...
Education
Troy University 1990 — 1994
BS, accounting
NFP Retirement 2006 - Present
Skills
401k, Retirement, Retirement Planning, ERISA, Mutual Funds, Employee Benefits, Pensions, Investments, Executive Pay, Retirement Plan..., Asset Management, Finance, Wealth Management, Asset Managment, Investment Advisory, Risk Management, Financial Services, Financial Advisory, Defined Contribution, Asset Allocation, Deferred Compensation, Due Diligence, Profit Sharing, Defined Benefit, Portfolio Management, Securities, 401k Plan Consulting, Defined Benefit Plan...
Education
Troy University 1990 — 1994
BS, accounting
Jennifer Dack Brooks's NFP Retirement Experience December 2014 - Present
Job Plan Consultant/ERISA Specialist at NFP Retirement
Industry Law Practice
Experience
NFP Retirement December 2014 - Present
Trucker Huss February 2008 - November 2014
Education
Seattle University School of Law 1993 — 1996
Doctor of Law (J.D.)
Scripps College 1989 — 1993
B. A., American Studies
NFP Retirement December 2014 - Present
Trucker Huss February 2008 - November 2014
Education
Seattle University School of Law 1993 — 1996
Doctor of Law (J.D.)
Scripps College 1989 — 1993
B. A., American Studies
Phillip Senderowitz, CFA, CFP's NFP Retirement Experience December 2009 - Present
Job Senior Plan Consultant at NFP Retirement
Industry Financial Services
Experience
NFP Retirement December 2009 - Present
NFP Retirement December 2009 - Present
Chepenik Financial May 2006 - December 2009
SunTrust Bank May 1998 - August 2005
Charles Schwab 1992 - 1998
Skills
Investments, 401k, Retirement, ERISA, Employee Benefits, Pensions, Analysis, Negotiation, Mutual Funds, Due Diligence, Defined Benefit, Series 7, Retirement Plan..., Asset Allocation
Education
Rollins College - Crummer Graduate School of Business 1996 — 1998
MBA, Finance
Penn State University 1987 — 1991
Bachelor of Science (BS), Finance, General
Miami Beach Senior High 1983 — 1987
NFP Retirement December 2009 - Present
NFP Retirement December 2009 - Present
Chepenik Financial May 2006 - December 2009
SunTrust Bank May 1998 - August 2005
Charles Schwab 1992 - 1998
Skills
Investments, 401k, Retirement, ERISA, Employee Benefits, Pensions, Analysis, Negotiation, Mutual Funds, Due Diligence, Defined Benefit, Series 7, Retirement Plan..., Asset Allocation
Education
Rollins College - Crummer Graduate School of Business 1996 — 1998
MBA, Finance
Penn State University 1987 — 1991
Bachelor of Science (BS), Finance, General
Miami Beach Senior High 1983 — 1987
Kimberly Pruitt's NFP Retirement Experience August 2015 - Present
Job Retirement Plan Consultant
Industry Financial Services
Experience
NFP Retirement August 2015 - Present
NFP Advisor Services July 2014 - August 2015
Monolith Retirement Plan Advisors March 2009 - August 2015
Fidelity Investments September 2006 - February 2009
Main Street Bank 2005 - 2006
Skills
401k, Financial Services, Retirement Planning, Retirement, FINRA
Education
The University of Texas at Arlington
University of Phoenix
Business Management
NFP Retirement August 2015 - Present
NFP Advisor Services July 2014 - August 2015
Monolith Retirement Plan Advisors March 2009 - August 2015
Fidelity Investments September 2006 - February 2009
Main Street Bank 2005 - 2006
Skills
401k, Financial Services, Retirement Planning, Retirement, FINRA
Education
The University of Texas at Arlington
University of Phoenix
Business Management
Danielle Foster's NFP Retirement Experience February 2010 - Present
Job Accounting Team Manager at NFP Retirement
Industry Accounting
Experience
NFP Retirement February 2010 - Present
LewinterThelander CPA's January 2008 - December 2009
Talega Golf Club December 2006 - December 2007
Skills
Employee Benefits, Microsoft Excel, Investments, Customer Service, Accounting, Mutual Funds, QuickBooks, Retirement Planning, PowerPoint, 401k, Strategic Planning, Account Reconciliation, Financial Analysis, General Ledger
Education
National University 2010 — 2012
Master's, Marriage & Family Therapy
National University 2009 — 2010
Bachelor's, Psychology
NFP Retirement February 2010 - Present
LewinterThelander CPA's January 2008 - December 2009
Talega Golf Club December 2006 - December 2007
Skills
Employee Benefits, Microsoft Excel, Investments, Customer Service, Accounting, Mutual Funds, QuickBooks, Retirement Planning, PowerPoint, 401k, Strategic Planning, Account Reconciliation, Financial Analysis, General Ledger
Education
National University 2010 — 2012
Master's, Marriage & Family Therapy
National University 2009 — 2010
Bachelor's, Psychology
Carolyn Duggar's NFP Retirement Experience June 2012 - Present
Job Senior Accounting Specialist at NFP Retirement
Industry Accounting
Experience
NFP Retirement June 2012 - Present
Mattson Resources May 2012 - June 2012
Hewlett-Packard January 2011 - March 2012
Collegiate DECA 2009 - 2012
Baker College of Auburn Hills June 2009 - December 2010
Skills
Customer Service, Accounting, Excel, Microsoft Office, Word, Outlook, Team Leadership, Accounts Receivable, Invoicing, Financial Statements, QuickBooks, Electronic Filing, Microsoft Excel, Deposits, Expense Reports, Allocations, Event Planning, Data Entry, Leadership, Microsoft Word, Access, Financial Analysis, Time Management, Training, Account Reconciliation, Critical Thinking, Team Building, Teamwork, Research, Data Analysis, Process Improvement, Employee Training
Education
Baker College of Auburn Hills 2008 — 2012
Bachelor Degree, Accounting
Michigan State University
NFP Retirement June 2012 - Present
Mattson Resources May 2012 - June 2012
Hewlett-Packard January 2011 - March 2012
Collegiate DECA 2009 - 2012
Baker College of Auburn Hills June 2009 - December 2010
Skills
Customer Service, Accounting, Excel, Microsoft Office, Word, Outlook, Team Leadership, Accounts Receivable, Invoicing, Financial Statements, QuickBooks, Electronic Filing, Microsoft Excel, Deposits, Expense Reports, Allocations, Event Planning, Data Entry, Leadership, Microsoft Word, Access, Financial Analysis, Time Management, Training, Account Reconciliation, Critical Thinking, Team Building, Teamwork, Research, Data Analysis, Process Improvement, Employee Training
Education
Baker College of Auburn Hills 2008 — 2012
Bachelor Degree, Accounting
Michigan State University
Geoff Keeling, CFA's NFP Retirement Experience November 2014 - Present
Job Investment Consultant at NFP Retirement
Industry Investment Management
Experience
NFP Retirement November 2014 - Present
Twinhawk Capital November 2010 - 2012
Invesco Ltd. June 1995 - June 2010
Skills
Portfolio Management, Investments, Securities, Alternative Investments, Hedge Funds, Fixed Income, Asset Management, Equities, Mutual Funds, Equity Research, Asset Managment, Asset Allocation, Series 7, Investment Management, ETFs, Wealth Management, Investment Strategies, Equity Valuation, Due Diligence
Education
The University of Texas at Austin
BBA Finance, Finance, Business
NFP Retirement November 2014 - Present
Twinhawk Capital November 2010 - 2012
Invesco Ltd. June 1995 - June 2010
Skills
Portfolio Management, Investments, Securities, Alternative Investments, Hedge Funds, Fixed Income, Asset Management, Equities, Mutual Funds, Equity Research, Asset Managment, Asset Allocation, Series 7, Investment Management, ETFs, Wealth Management, Investment Strategies, Equity Valuation, Due Diligence
Education
The University of Texas at Austin
BBA Finance, Finance, Business
Emmett Shiras's NFP Retirement Experience March 2013 - June 2015
Job Investment Analyst at NFP Retirement
Industry Financial Services
Experience
NFP Retirement March 2013 - June 2015
Pacific Life July 2012 - March 2013
Self employed trainer/coach June 2008 - April 2012
Vector Marketing June 2010 - September 2010
Skills
Customer Service, PowerPoint, Public Speaking, Microsoft Office, Microsoft Word, Microsoft Excel, Leadership, Research, Management
Education
University of California, Irvine 2008 — 2012
BA, Business Administration
NFP Retirement March 2013 - June 2015
Pacific Life July 2012 - March 2013
Self employed trainer/coach June 2008 - April 2012
Vector Marketing June 2010 - September 2010
Skills
Customer Service, PowerPoint, Public Speaking, Microsoft Office, Microsoft Word, Microsoft Excel, Leadership, Research, Management
Education
University of California, Irvine 2008 — 2012
BA, Business Administration
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY