PenServ Plan Services
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PenServ Plan Services Employees
Employee
Years
Job
Industry
Suzanna Reither Suzanna Reither's PenServ Plan Services Experience July 2010 - July 2011
Job Corrective Action Program Coordinator
Industry Utilities
Experience
Saulsbury Industries January 2015 - Present
CB&I August 2011 - January 2015
PenServ Plan Services July 2010 - July 2011
LEAF Financial Corporation October 2003 - June 2010
Skills
Financial Analysis, Auditing, Contract Management, Microsoft Excel, Access, Accounting, Budgets, Finance, SAP, Accounts Receivable, Invoicing, Account Reconciliation, Cost Accounting, Financial Accounting, JD Edwards, Accounts Payable, Customer Service
Education
Columbia College (SC) 1999 — 2003
Bachelor of Arts, Business Administration
Saulsbury Industries January 2015 - Present
CB&I August 2011 - January 2015
PenServ Plan Services July 2010 - July 2011
LEAF Financial Corporation October 2003 - June 2010
Skills
Financial Analysis, Auditing, Contract Management, Microsoft Excel, Access, Accounting, Budgets, Finance, SAP, Accounts Receivable, Invoicing, Account Reconciliation, Cost Accounting, Financial Accounting, JD Edwards, Accounts Payable, Customer Service
Education
Columbia College (SC) 1999 — 2003
Bachelor of Arts, Business Administration
Pamela Himes Pamela Himes's PenServ Plan Services Experience 1993 - 2011
Job Senior Retirement Plans Trainer
Industry Financial Services
Experience
Integrated Retirement 2012 - Present
PenServ Plan Services 1993 - 2011
Education
Texas A&M University-Commerce 1977 — 1981
Bachelor's degree, Education
Integrated Retirement 2012 - Present
PenServ Plan Services 1993 - 2011
Education
Texas A&M University-Commerce 1977 — 1981
Bachelor's degree, Education
Conni Toth Conni Toth's PenServ Plan Services Experience February 2012 - May 2013
Job Managing Pension Consultant APP and Toth Law Office
Industry Management Consulting
Experience
Applied Pension Professionals & Toth Law Office August 2008 - Present
PenServ Plan Services February 2012 - May 2013
Lincoln Financial Group November 1986 - August 2008
Lincoln Financial Group September 2003 - June 2005
Lincoln Financial Group June 1992 - September 2003
Skills
Retirement Plan..., Fixed Annuities, Retirement Planning, Pensions, 401k, Retirement, Mutual Funds, ERISA, 403(b), 457 Plans, Defined Benefit, FINRA, Employee Benefits, Series 6, Investments, Executive Pay, Series 63, Pension Administration, Series 7, Profit Sharing, Financial Advisory, Qualified Retirement..., Investment Advisory, Asset Allocation, Defined Contribution
Education
Indiana Wesleyan University 2008 — 2013
BSBA
Indiana University Kokomo 1978 — 1980
Business Administration
Applied Pension Professionals & Toth Law Office August 2008 - Present
PenServ Plan Services February 2012 - May 2013
Lincoln Financial Group November 1986 - August 2008
Lincoln Financial Group September 2003 - June 2005
Lincoln Financial Group June 1992 - September 2003
Skills
Retirement Plan..., Fixed Annuities, Retirement Planning, Pensions, 401k, Retirement, Mutual Funds, ERISA, 403(b), 457 Plans, Defined Benefit, FINRA, Employee Benefits, Series 6, Investments, Executive Pay, Series 63, Pension Administration, Series 7, Profit Sharing, Financial Advisory, Qualified Retirement..., Investment Advisory, Asset Allocation, Defined Contribution
Education
Indiana Wesleyan University 2008 — 2013
BSBA
Indiana University Kokomo 1978 — 1980
Business Administration
Sharlemagne Cook Sharlemagne Cook's PenServ Plan Services Experience February 2014 - August 2014
Job Office Manager/Accountant
Industry Accounting
Experience
Ruetgers Organics North America Corp. January 2015 - Present
PenServ Plan Services February 2014 - August 2014
PenServ Plan Services August 2013 - February 2014
Quality Asphalt Paving (QAP) April 2011 - May 2013
University of Alaska Anchorage January 2013 - April 2013
Routh Crabtree Olsen - RCOLegal September 2010 - April 2011
First National Bank Alaska May 2008 - May 2010
Skills
Auditing, Accounting, Data Analysis, Tax Preparation, Tax Returns, Customer Service, Microsoft Office, Payroll, Journal Entries, Real Estate, Income Tax, Oracle, JDE Enterprise One, Communication Skills, Crystal Reports, ERISA, IDEA, Accounting Research
Education
University of South Carolina-Columbia 2014 — 2015
Master of Accountacy, Auditing
University of Alaska Anchorage 2009 — 2013
Bachelor of Business Administration (BBA), Accounting
Ruetgers Organics North America Corp. January 2015 - Present
PenServ Plan Services February 2014 - August 2014
PenServ Plan Services August 2013 - February 2014
Quality Asphalt Paving (QAP) April 2011 - May 2013
University of Alaska Anchorage January 2013 - April 2013
Routh Crabtree Olsen - RCOLegal September 2010 - April 2011
First National Bank Alaska May 2008 - May 2010
Skills
Auditing, Accounting, Data Analysis, Tax Preparation, Tax Returns, Customer Service, Microsoft Office, Payroll, Journal Entries, Real Estate, Income Tax, Oracle, JDE Enterprise One, Communication Skills, Crystal Reports, ERISA, IDEA, Accounting Research
Education
University of South Carolina-Columbia 2014 — 2015
Master of Accountacy, Auditing
University of Alaska Anchorage 2009 — 2013
Bachelor of Business Administration (BBA), Accounting
Brian Lamar Brian Lamar's PenServ Plan Services Experience February 2004 - June 2006
Job Director at Fidelity Investments, Fidelity Financial Advisor Solutions
Industry Financial Services
Experience
Fidelity Investments December 2012 - Present
Pershing LLC May 2009 - November 2011
Fidelity Investments June 2006 - May 2009
PenServ Plan Services February 2004 - June 2006
Fidelity Investments January 2000 - April 2003
Fidelity Investments June 1998 - January 1999
Skills
Mutual Funds, Retirement, Retirement Planning, IRA's, IRA Rollovers, Roth IRA, Simple IRA, 401k, 401k Rollovers, Product Management, Product Development, Internal Communications, Training & Development, IRAs
Education
University of North Texas
B.B.A., Finance
Fidelity Investments December 2012 - Present
Pershing LLC May 2009 - November 2011
Fidelity Investments June 2006 - May 2009
PenServ Plan Services February 2004 - June 2006
Fidelity Investments January 2000 - April 2003
Fidelity Investments June 1998 - January 1999
Skills
Mutual Funds, Retirement, Retirement Planning, IRA's, IRA Rollovers, Roth IRA, Simple IRA, 401k, 401k Rollovers, Product Management, Product Development, Internal Communications, Training & Development, IRAs
Education
University of North Texas
B.B.A., Finance
Radu Vitoc Radu Vitoc's PenServ Plan Services Experience May 2012 - October 2013
Job IT Consultant at VITOC LLC
Industry Information Technology and Services
Experience
VITOC LLC October 2013 - Present
PenServ Plan Services May 2012 - October 2013
University of South Carolina September 2011 - May 2012
SCRA August 2006 - November 2010
Mobotix AG April 2003 - August 2006
AV Lifestyles, LLC April 2002 - October 2002
Skills
Program Management, Strategy, Project Management, Management, Recruiting, Project Planning, Leadership, Marketing, Business Development, Start-ups, Team Leadership, Business Strategy, Strategic Planning, Product Development, Surveillance, Information Systems, Security, Training, Microsoft Office, Business Process..., Process Improvement, Enterprise Software, Business Planning, Networking, Analysis, Time Management, Software Engineering, Web Development, HTML5/CSS3/JavaScript, Web Responsive Design, Behavior Driven..., Test Driven Development, Ruby on Rails, Java, Python, Selenium Webdriver..., SaaS (Software as a..., Business Analysis
Education
University of South Carolina-Columbia 2011 — 2013
Master's degree, Software Engineering
University of South Carolina - Darla Moore School of Business 2000 — 2002
MBA, Business Administration
VITOC LLC October 2013 - Present
PenServ Plan Services May 2012 - October 2013
University of South Carolina September 2011 - May 2012
SCRA August 2006 - November 2010
Mobotix AG April 2003 - August 2006
AV Lifestyles, LLC April 2002 - October 2002
Skills
Program Management, Strategy, Project Management, Management, Recruiting, Project Planning, Leadership, Marketing, Business Development, Start-ups, Team Leadership, Business Strategy, Strategic Planning, Product Development, Surveillance, Information Systems, Security, Training, Microsoft Office, Business Process..., Process Improvement, Enterprise Software, Business Planning, Networking, Analysis, Time Management, Software Engineering, Web Development, HTML5/CSS3/JavaScript, Web Responsive Design, Behavior Driven..., Test Driven Development, Ruby on Rails, Java, Python, Selenium Webdriver..., SaaS (Software as a..., Business Analysis
Education
University of South Carolina-Columbia 2011 — 2013
Master's degree, Software Engineering
University of South Carolina - Darla Moore School of Business 2000 — 2002
MBA, Business Administration
Alicia Collins Alicia Collins's PenServ Plan Services Experience February 2009 - September 2010
Job IT at BCBS of SC/Professional Photographer
Industry Insurance
Experience
Blue Cross Blue Shield of South Carolina March 2015 - Present
Virginia College August 2011 - February 2015
Contract IT Services January 2011 - August 2011
PenServ Plan Services February 2009 - September 2010
Clarendon Health System April 2005 - August 2008
University of South Carolina Sumter September 1999 - April 2005
Sumter School District Two July 1997 - June 1998
Central Carolina technical college May 1993 - July 1997
Skills
Workstations, Windows XP, Windows 7, Active Directory, Network Administration, Networking, Computer Network..., Workstation..., VMware Workstation, Windows Server, Windows XP Pro, Microsoft Exchange, Microsoft Office, Microsoft SQL Server, XP, Security, Help Desk Support, Computer Hardware, ShoreTel, VPN, DNS, End User Training, User Training, Technical Documentation, User Documentation, Upgrades, VMware, Citrix Metaframe, Servers, Technical Support, Troubleshooting, Hardware, Printers, Network Security, Switches, Public Speaking
Education
University of South Carolina-Sumter 2000 — 2004
Coursework towards Bachelor Degree, Information Technology
Central Carolina Technical College 1993 — 1997
Associate's degree, Computer Technology/Computer Systems Technology
Blue Cross Blue Shield of South Carolina March 2015 - Present
Virginia College August 2011 - February 2015
Contract IT Services January 2011 - August 2011
PenServ Plan Services February 2009 - September 2010
Clarendon Health System April 2005 - August 2008
University of South Carolina Sumter September 1999 - April 2005
Sumter School District Two July 1997 - June 1998
Central Carolina technical college May 1993 - July 1997
Skills
Workstations, Windows XP, Windows 7, Active Directory, Network Administration, Networking, Computer Network..., Workstation..., VMware Workstation, Windows Server, Windows XP Pro, Microsoft Exchange, Microsoft Office, Microsoft SQL Server, XP, Security, Help Desk Support, Computer Hardware, ShoreTel, VPN, DNS, End User Training, User Training, Technical Documentation, User Documentation, Upgrades, VMware, Citrix Metaframe, Servers, Technical Support, Troubleshooting, Hardware, Printers, Network Security, Switches, Public Speaking
Education
University of South Carolina-Sumter 2000 — 2004
Coursework towards Bachelor Degree, Information Technology
Central Carolina Technical College 1993 — 1997
Associate's degree, Computer Technology/Computer Systems Technology
Julie Kikta, QKA's PenServ Plan Services Experience August 2006 - January 2010
Job Pentegra Solutions Center, Internal Sales Desk
Industry Financial Services
Experience
ABG Pentegra August 2010 - Present
Qualified Plan Administrators, Inc. January 2010 - September 2010
PenServ Plan Services August 2006 - January 2010
First Sun Employee Benefits May 2003 - August 2006
Skills
Investments, Defined Contribution, Management, Defined Benefit, Employee Benefits, Retirement, 401k, Profit Sharing, Pension Administration, Finance, Retirement Planning, Mutual Funds, Financial Services
Education
University of South Carolina - Darla Moore School of Business 1997 — 2001
BA, Accounting
Middleburg Academy 1982 — 1984
Notre Dame Academy 1982 — 1984
Albert Gallatin High School
ABG Pentegra August 2010 - Present
Qualified Plan Administrators, Inc. January 2010 - September 2010
PenServ Plan Services August 2006 - January 2010
First Sun Employee Benefits May 2003 - August 2006
Skills
Investments, Defined Contribution, Management, Defined Benefit, Employee Benefits, Retirement, 401k, Profit Sharing, Pension Administration, Finance, Retirement Planning, Mutual Funds, Financial Services
Education
University of South Carolina - Darla Moore School of Business 1997 — 2001
BA, Accounting
Middleburg Academy 1982 — 1984
Notre Dame Academy 1982 — 1984
Albert Gallatin High School
Jamie Rao Jamie Rao's PenServ Plan Services Experience September 2014 - February 2015
Job Accounting at Builders Wholesale Flooring
Industry Accounting
Experience
Younique March 2015 - Present
Builders Wholesale Flooring February 2015 - Present
PenServ Plan Services September 2014 - February 2015
Why Not Lease It April 2013 - August 2014
Emerson Ecologics May 2012 - August 2012
Red River Computer Company August 2010 - May 2012
Automotive Supply Associates / Sanel Auto Parts Co. June 2008 - June 2010
Skills
Microsoft Excel, Microsoft Office, Customer Service, Accounting, Microsoft Word, Accounts Payable, Auditing, Account Management, Leadership, PowerPoint, Process Improvement, Outlook, Sales, Financial Analysis
Education
Pittsfield High School
Southern New Hampshire University
Master of Business Administration (M.B.A.), Quantitative Analysis
Southern New Hampshire University 2009 — 2012
Bachelor's degree, Accounting
New Hampshire Technical Institute 2006 — 2008
Associate's degree, Accounting
Younique March 2015 - Present
Builders Wholesale Flooring February 2015 - Present
PenServ Plan Services September 2014 - February 2015
Why Not Lease It April 2013 - August 2014
Emerson Ecologics May 2012 - August 2012
Red River Computer Company August 2010 - May 2012
Automotive Supply Associates / Sanel Auto Parts Co. June 2008 - June 2010
Skills
Microsoft Excel, Microsoft Office, Customer Service, Accounting, Microsoft Word, Accounts Payable, Auditing, Account Management, Leadership, PowerPoint, Process Improvement, Outlook, Sales, Financial Analysis
Education
Pittsfield High School
Southern New Hampshire University
Master of Business Administration (M.B.A.), Quantitative Analysis
Southern New Hampshire University 2009 — 2012
Bachelor's degree, Accounting
New Hampshire Technical Institute 2006 — 2008
Associate's degree, Accounting
Christin Johnson Christin Johnson's PenServ Plan Services Experience January 2014 - April 2015
Job VBA Programmer
Industry Information Technology and Services
Experience
PenServ Plan Services January 2014 - April 2015
Tegrit Group May 2012 - November 2013
Covington & Company, Inc. February 2012 - May 2012
Francis Marion University January 2009 - December 2009
Day & Zimmermann April 2007 - December 2008
CSK Services, LLC June 2005 - April 2007
Touchpoint Energized Communications May 2006 - March 2007
Skills
Web Design, HTML, VBA, VBScript, VB Express, OmniScript, MySQL, Photoshop, Microsoft Office, Databases, Access, Windows, Operating Systems, Visual Basic, Business Analysis, VMware, Microsoft Excel, Microsoft Word, Outlook, Servers
Education
Francis Marion University 2009 — 2011
Bachelors of Business Administration, Management of Information Systems
PenServ Plan Services January 2014 - April 2015
Tegrit Group May 2012 - November 2013
Covington & Company, Inc. February 2012 - May 2012
Francis Marion University January 2009 - December 2009
Day & Zimmermann April 2007 - December 2008
CSK Services, LLC June 2005 - April 2007
Touchpoint Energized Communications May 2006 - March 2007
Skills
Web Design, HTML, VBA, VBScript, VB Express, OmniScript, MySQL, Photoshop, Microsoft Office, Databases, Access, Windows, Operating Systems, Visual Basic, Business Analysis, VMware, Microsoft Excel, Microsoft Word, Outlook, Servers
Education
Francis Marion University 2009 — 2011
Bachelors of Business Administration, Management of Information Systems
Jennifer Sturkie's PenServ Plan Services Experience August 2012 - Present
Job Conversion Coordinator at PenServ Plan Services
Industry Financial Services
Experience
PenServ Plan Services August 2012 - Present
Lake Murray Floor Covering July 2005 - August 2012
PenServ Plan Services May 1997 - January 2005
Skills
Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, Retirement Planning, Outlook, 401k, PowerPoint, Social Media, Accounting, Team Building, Strategic Planning, Inventory Management, Marketing Strategy, Business Development
Education
University of South Carolina-Aiken 1992 — 1996
Bachelor of Science, Business Management
Irmo High School 1990 — 1992
General Diploma, Regular/General High School/Secondary Diploma Program
PenServ Plan Services August 2012 - Present
Lake Murray Floor Covering July 2005 - August 2012
PenServ Plan Services May 1997 - January 2005
Skills
Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, Retirement Planning, Outlook, 401k, PowerPoint, Social Media, Accounting, Team Building, Strategic Planning, Inventory Management, Marketing Strategy, Business Development
Education
University of South Carolina-Aiken 1992 — 1996
Bachelor of Science, Business Management
Irmo High School 1990 — 1992
General Diploma, Regular/General High School/Secondary Diploma Program
Dhrubajyoti Nath's PenServ Plan Services Experience December 2014 - August 2015
Job Internet/Web Engineer at Software Specialists, Inc.
Industry Information Technology and Services
Experience
Software Specialists, Inc. August 2015 - Present
PenServ Plan Services December 2014 - August 2015
South Carolina Department Of Revenue May 2010 - December 2014
Vastika Inc. January 2009 - April 2010
The Institute for the Study of Violent Groups (ISVG), Sam Houston State University October 2006 - September 2007
Skills
Visual Studio, .NET, ASP.NET, C#, ASP.NET MVC, Entity Framework, WCF, WPF, ADO.NET, LINQ, Web Services API, Web Services, ASP.NET AJAX, JavaScript, jQuery, Angular JS, HTML, XML, JSON, HTML 5, CSS, SASS, SharePoint, Python, SQL Server Management..., Microsoft SQL Server, Oracle, MySQL, Crystal Reports, SSIS, SSRS, NUnit, Unit Testing, Windows Server, Java, TFS, SDLC, UML, Microsoft Office, Photoshop, ASP.NET Web API, WebMatrix, Backbone.js
Education
Sam Houston State University 2006 — 2008
Master's degree, Computer Science
Jorhat Engineering College 2001 — 2005
Bachelor's degree, Mechanical Engineering
Software Specialists, Inc. August 2015 - Present
PenServ Plan Services December 2014 - August 2015
South Carolina Department Of Revenue May 2010 - December 2014
Vastika Inc. January 2009 - April 2010
The Institute for the Study of Violent Groups (ISVG), Sam Houston State University October 2006 - September 2007
Skills
Visual Studio, .NET, ASP.NET, C#, ASP.NET MVC, Entity Framework, WCF, WPF, ADO.NET, LINQ, Web Services API, Web Services, ASP.NET AJAX, JavaScript, jQuery, Angular JS, HTML, XML, JSON, HTML 5, CSS, SASS, SharePoint, Python, SQL Server Management..., Microsoft SQL Server, Oracle, MySQL, Crystal Reports, SSIS, SSRS, NUnit, Unit Testing, Windows Server, Java, TFS, SDLC, UML, Microsoft Office, Photoshop, ASP.NET Web API, WebMatrix, Backbone.js
Education
Sam Houston State University 2006 — 2008
Master's degree, Computer Science
Jorhat Engineering College 2001 — 2005
Bachelor's degree, Mechanical Engineering
Hannah Verlaney Hannah Verlaney's PenServ Plan Services Experience 2015 - Present
Job Contributions / Distributions / CSR at PenServ Plan Services
Industry Legal Services
Experience
PenServ Plan Services 2015 - Present
Recruiting Solutions January 2015 - February 2015
Javitch Block, LLC January 2010 - November 2014
Outback Steakhouse January 2008 - January 2010
Skills
Customer Service, Microsoft Office, Microsoft Word, Microsoft Excel, Data Entry, Outlook, PowerPoint, Filing, Administrative..., Teamwork, QuickBooks, Social Networking, Auditing, Time Management, Training, Problem Solving
Education
The University of Akron 2007 — 2011
Bachelor of Arts, Communications; Business & Organizational Communications
Kent State University 2006 — 2007
PenServ Plan Services 2015 - Present
Recruiting Solutions January 2015 - February 2015
Javitch Block, LLC January 2010 - November 2014
Outback Steakhouse January 2008 - January 2010
Skills
Customer Service, Microsoft Office, Microsoft Word, Microsoft Excel, Data Entry, Outlook, PowerPoint, Filing, Administrative..., Teamwork, QuickBooks, Social Networking, Auditing, Time Management, Training, Problem Solving
Education
The University of Akron 2007 — 2011
Bachelor of Arts, Communications; Business & Organizational Communications
Kent State University 2006 — 2007
Nancy Gibbons's PenServ Plan Services Experience April 2013 - July 2014
Job Technical Retirement Consultant at PenServ Plan Services
Industry Primary/Secondary Education
Experience
PenServ Plan Services April 2013 - July 2014
Point Pleasant Beach Board of Education September 2010 - March 2013
AIG SunAmerica, Inc April 2008 - May 2009
Merrill Lynch November 2001 - January 2008
Merrill Lynch Plainsboro April 1999 - November 2001
Merrill Lynch April 1998 - April 1999
Merrill Lynch April 1998 - January 1999
Skills
Presentation & Training..., Territory Management, Communication Skills, Strategic Planning, Self Management, New Business Development, Business Process..., Sales Presentations, Legislative Policy, Marketing Strategy, Marketing Communications, Teaching, Team Building, Strategic Initiatives, Strategy, Business Development, Sales Management, Sales, Sales Force Development, Portfolio Management
Education
Richard Stockton College of New Jersey 1987 — 1992
Georgian Court University
Stockton State College
Bachelor of Arts, Literature
PenServ Plan Services April 2013 - July 2014
Point Pleasant Beach Board of Education September 2010 - March 2013
AIG SunAmerica, Inc April 2008 - May 2009
Merrill Lynch November 2001 - January 2008
Merrill Lynch Plainsboro April 1999 - November 2001
Merrill Lynch April 1998 - April 1999
Merrill Lynch April 1998 - January 1999
Skills
Presentation & Training..., Territory Management, Communication Skills, Strategic Planning, Self Management, New Business Development, Business Process..., Sales Presentations, Legislative Policy, Marketing Strategy, Marketing Communications, Teaching, Team Building, Strategic Initiatives, Strategy, Business Development, Sales Management, Sales, Sales Force Development, Portfolio Management
Education
Richard Stockton College of New Jersey 1987 — 1992
Georgian Court University
Stockton State College
Bachelor of Arts, Literature
Chuck Bassett's PenServ Plan Services Experience July 2012 - November 2013
Job Software Developer
Industry Computer Software
Experience
NDN, Inc. December 2013 - May 2015
PenServ Plan Services July 2012 - November 2013
University of South Carolina August 2011 - July 2012
CSC September 2008 - August 2011
AmeriCorps August 2004 - July 2005
Skills
Python, CSS, Linux, Programming, HTML5, Java, JavaScript, Django, Apache 2, Linux Server, Ubuntu, Watir, HTML 5, Databases, MySQL, XML
Education
University of South Carolina-Columbia 2004 — 2008
Bachelor of Science, Finance, Business Economics
NDN, Inc. December 2013 - May 2015
PenServ Plan Services July 2012 - November 2013
University of South Carolina August 2011 - July 2012
CSC September 2008 - August 2011
AmeriCorps August 2004 - July 2005
Skills
Python, CSS, Linux, Programming, HTML5, Java, JavaScript, Django, Apache 2, Linux Server, Ubuntu, Watir, HTML 5, Databases, MySQL, XML
Education
University of South Carolina-Columbia 2004 — 2008
Bachelor of Science, Finance, Business Economics
Eric Brock Jeffcoat, Jr's PenServ Plan Services Experience June 2007 - October 2008
Job US Army
Industry Military
Experience
US Army March 2013 - Present
AT&T October 2012 - February 2013
Verizon Wireless September 2010 - September 2012
Woodforest December 2008 - September 2010
PenServ Plan Services June 2007 - October 2008
Education
Clemson University 2005 — 2007
Bachelor of Science, Financial Management
Midlands Technical College 2003 — 2005
US Army March 2013 - Present
AT&T October 2012 - February 2013
Verizon Wireless September 2010 - September 2012
Woodforest December 2008 - September 2010
PenServ Plan Services June 2007 - October 2008
Education
Clemson University 2005 — 2007
Bachelor of Science, Financial Management
Midlands Technical College 2003 — 2005
Jaime Cuellar, MBA's PenServ Plan Services Experience January 2012 - May 2013
Job Finance Professional, Entrepreneur, Global Operations Manager
Industry Financial Services
Experience
Holistic Recovery Centers November 2012 - September 2014
PenServ Plan Services January 2012 - May 2013
PenServ Plan Services February 2010 - December 2011
AeroAgricola del Pacifico May 2009 - December 2010
South Carolina Department of Commerce August 2008 - December 2008
Merrill Lynch May 2008 - August 2008
Colonial Life January 2008 - May 2008
First Citizens Bank August 2006 - December 2006
Skills
Financial Reporting, Investments, Start-ups, Strategy, Business Planning, Marketing, Entrepreneurship, Budgets, Accounting, Customer Service, Microsoft Excel, Loans, Securities, Financial Analysis, Asset Management, Corporate Finance, Mutual Funds, New Business Development, Management, Business Development, Finance, Financial Modeling, Teamwork, Time Management, Leadership, Data Analysis, Banking, Operations Management, Analytics, Mergers & Acquisitions, Microsoft Office
Education
University of South Carolina - The Moore School of Business 2013 — 2014
Master of Business Administration (MBA), Finance, General
UNIVERSITY OF SOUTH CAROLINA - MOORE SCHOOL OF BUSINESS 2004 — 2009
Bachelor of Science, Business Administration; Finance; Global Supply Chain and Operations Management
Holistic Recovery Centers November 2012 - September 2014
PenServ Plan Services January 2012 - May 2013
PenServ Plan Services February 2010 - December 2011
AeroAgricola del Pacifico May 2009 - December 2010
South Carolina Department of Commerce August 2008 - December 2008
Merrill Lynch May 2008 - August 2008
Colonial Life January 2008 - May 2008
First Citizens Bank August 2006 - December 2006
Skills
Financial Reporting, Investments, Start-ups, Strategy, Business Planning, Marketing, Entrepreneurship, Budgets, Accounting, Customer Service, Microsoft Excel, Loans, Securities, Financial Analysis, Asset Management, Corporate Finance, Mutual Funds, New Business Development, Management, Business Development, Finance, Financial Modeling, Teamwork, Time Management, Leadership, Data Analysis, Banking, Operations Management, Analytics, Mergers & Acquisitions, Microsoft Office
Education
University of South Carolina - The Moore School of Business 2013 — 2014
Master of Business Administration (MBA), Finance, General
UNIVERSITY OF SOUTH CAROLINA - MOORE SCHOOL OF BUSINESS 2004 — 2009
Bachelor of Science, Business Administration; Finance; Global Supply Chain and Operations Management
Daniel Yackel's PenServ Plan Services Experience October 2008 - July 2009
Job Voluntary Group Insurance Electronic Data Submissions
Industry Insurance
Experience
Aflac April 2011 - Present
Harriet Hancock Community Center October 2009 - December 2012
PenServ Plan Services October 2008 - July 2009
Enterprise Iron Financial Industry Solutions, Inc. November 2006 - August 2008
Strategic Workforce Solutions July 2005 - February 2006
Research Foundation of CUNY February 2003 - July 2005
Mellon HR & Investor Solutions July 1996 - May 2002
Dreyfus March 1995 - July 1996
Skills
Process Improvement, Account Reconciliation, Training, Mutual Funds, Program Management, Management
Education
Midlands Technical College 2010 — 2010
Certificate, Database Design and Management
Hofstra University 1992 — 1994
BBA, Business Administration
Aflac April 2011 - Present
Harriet Hancock Community Center October 2009 - December 2012
PenServ Plan Services October 2008 - July 2009
Enterprise Iron Financial Industry Solutions, Inc. November 2006 - August 2008
Strategic Workforce Solutions July 2005 - February 2006
Research Foundation of CUNY February 2003 - July 2005
Mellon HR & Investor Solutions July 1996 - May 2002
Dreyfus March 1995 - July 1996
Skills
Process Improvement, Account Reconciliation, Training, Mutual Funds, Program Management, Management
Education
Midlands Technical College 2010 — 2010
Certificate, Database Design and Management
Hofstra University 1992 — 1994
BBA, Business Administration
Ryan Toth's PenServ Plan Services Experience January 2012 - November 2012
Job Retirement Services Professional
Industry Financial Services
Experience
Wells Fargo June 2014 - Present
The Newport Group December 2012 - June 2014
PenServ Plan Services January 2012 - November 2012
VALIC May 2010 - February 2012
Applied Pension Professionals January 2010 - May 2010
Lincoln Financial Group August 2008 - January 2010
Menards Inc September 2007 - August 2008
Skills
Microsoft Excel, Outlook, Sales, Customer Service, PowerPoint, Microsoft Word, Accounting, Time Management, Management, Networking, Management Development, Recording, 401k, Insurance, Retirement Planning, Strategic Financial..., Retirement, Investments, Mutual Funds
Education
Purdue University - Krannert School of Management 2002 — 2007
Bachelor of Science, Management
Wells Fargo June 2014 - Present
The Newport Group December 2012 - June 2014
PenServ Plan Services January 2012 - November 2012
VALIC May 2010 - February 2012
Applied Pension Professionals January 2010 - May 2010
Lincoln Financial Group August 2008 - January 2010
Menards Inc September 2007 - August 2008
Skills
Microsoft Excel, Outlook, Sales, Customer Service, PowerPoint, Microsoft Word, Accounting, Time Management, Management, Networking, Management Development, Recording, 401k, Insurance, Retirement Planning, Strategic Financial..., Retirement, Investments, Mutual Funds
Education
Purdue University - Krannert School of Management 2002 — 2007
Bachelor of Science, Management
Graham Crevoiserat's PenServ Plan Services Experience August 2010 - August 2012
Job Underwriter at Armada Analytics
Industry Financial Services
Experience
Armada Analytics, Inc. (formerly Agency Advisors, Inc.) August 2012 - Present
PenServ Plan Services August 2010 - August 2012
Skills
Retirement Plans, Accounting, Financial Analysis, Financial Reporting, Finance, Financial Modeling, Managerial Finance, Mutual Funds, Investments, Commercial Real Estate, Real Estate, Analysis, Asset Management, Loans
Education
Clemson University - College of Business and Behavioral Science 2005 — 2010
Bachelor of Science (BS), Corporate Finance, Accounting Minor
Armada Analytics, Inc. (formerly Agency Advisors, Inc.) August 2012 - Present
PenServ Plan Services August 2010 - August 2012
Skills
Retirement Plans, Accounting, Financial Analysis, Financial Reporting, Finance, Financial Modeling, Managerial Finance, Mutual Funds, Investments, Commercial Real Estate, Real Estate, Analysis, Asset Management, Loans
Education
Clemson University - College of Business and Behavioral Science 2005 — 2010
Bachelor of Science (BS), Corporate Finance, Accounting Minor