Pension Consultants, Inc.
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Pension Consultants, Inc. Employees
Employee
Years
Job
Industry
Bill Anastasiades Bill Anastasiades's Pension Consultants, Inc. Experience 1999 - Present
Job Owner at Pension Consultants, Inc.
Industry Financial Services
Experience
Pension Consultants, Inc. 1999 - Present
USI Consulting Group 1996 - 1999
Skills
Enrolled Retirement..., 401k Plans, Retirement Plan Design, Business Development, 401k, Pensions, Business Planning, CRM, Retirement Planning, Investments, Consulting, Financial Services, Retirement, Management, Small Business, Finance
Education
Providence College
Bachelor of Arts (B.A.), History, Business Studies
University of Massachusetts
Master of Business Administration (M.B.A.), Management/Finance
Pension Consultants, Inc. 1999 - Present
USI Consulting Group 1996 - 1999
Skills
Enrolled Retirement..., 401k Plans, Retirement Plan Design, Business Development, 401k, Pensions, Business Planning, CRM, Retirement Planning, Investments, Consulting, Financial Services, Retirement, Management, Small Business, Finance
Education
Providence College
Bachelor of Arts (B.A.), History, Business Studies
University of Massachusetts
Master of Business Administration (M.B.A.), Management/Finance
Marina Wiley Marina Wiley's Pension Consultants, Inc. Experience 2005 - 2012
Job Relationship Manager
Industry Financial Services
Experience
The Standard August 2014 - Present
Mihlfeld & Associates May 2013 - July 2014
Pension Consultants, Inc 2005 - 2012
Fidelity National Financial March 2001 - March 2005
CBS MarketWatch 1999 - 2001
Education
CSU Stanislaus 1993 — 1995
Bachelor of Science (B.S.), Business Administration and Management, General
The Standard August 2014 - Present
Mihlfeld & Associates May 2013 - July 2014
Pension Consultants, Inc 2005 - 2012
Fidelity National Financial March 2001 - March 2005
CBS MarketWatch 1999 - 2001
Education
CSU Stanislaus 1993 — 1995
Bachelor of Science (B.S.), Business Administration and Management, General
Rosemary Raymer Rosemary Raymer's Pension Consultants, Inc. Experience January 2000 - June 2007
Job ESOP Specialist at Swerdlin & Company
Industry Financial Services
Experience
Swerdlin & Company May 2015 - Present
Acuff & Associates November 2014 - May 2015
USI Consulting Group June 2007 - September 2014
Pension Consultants, Inc. January 2000 - June 2007
Benefit Professionals in Albertville 2000 - 2001
Aid Pension Administrators 1995 - 2000
Lincoln-Cross, Inc. 1988 - 1995
Skills
Employee Benefits, Non-Qualified Deferred..., Retirement Plan..., ERISA, Profit Sharing, Defined Contribution, Retirement Planning, Executive Pay, Pension Administration, Deferred Compensation, Investment Advisory, Investments, Benefits Administration, Asset Allocation, Qualified Retirement..., Securities, Financial Advisory, FINRA, Insurance, 401k
Education
Belmont University 1985 — 1988
BS, Math, Physics
University of Alabama 1976 — 1978
Freshman/Sophomore year:, Music
Swerdlin & Company May 2015 - Present
Acuff & Associates November 2014 - May 2015
USI Consulting Group June 2007 - September 2014
Pension Consultants, Inc. January 2000 - June 2007
Benefit Professionals in Albertville 2000 - 2001
Aid Pension Administrators 1995 - 2000
Lincoln-Cross, Inc. 1988 - 1995
Skills
Employee Benefits, Non-Qualified Deferred..., Retirement Plan..., ERISA, Profit Sharing, Defined Contribution, Retirement Planning, Executive Pay, Pension Administration, Deferred Compensation, Investment Advisory, Investments, Benefits Administration, Asset Allocation, Qualified Retirement..., Securities, Financial Advisory, FINRA, Insurance, 401k
Education
Belmont University 1985 — 1988
BS, Math, Physics
University of Alabama 1976 — 1978
Freshman/Sophomore year:, Music
Emily Coulter Emily Coulter's Pension Consultants, Inc. Experience July 2011 - October 2014
Job Account Executive at The Marlin Company
Industry Marketing and Advertising
Experience
Pension Consultants, Inc. July 2011 - October 2014
Skills
Marketing, Organization, Compliance Regulations, Content Production, Webinars, Event Planning, Project Management, Email Marketing, Leadership, CRM, Facebook, Lead Generation, Trade Shows, Social Media, Marketing Communications, Social Networking, Social Media Marketing, Direct Marketing, Marketing Research, Online Marketing, Digital Marketing, B2B, Marketing Management, Press Releases
Education
Missouri State University 2007 — 2011
Bachelor of Science (BS), Marketing: Advertising & Promotion
Napier University 2010 — 2010
Marketing
Pension Consultants, Inc. July 2011 - October 2014
Skills
Marketing, Organization, Compliance Regulations, Content Production, Webinars, Event Planning, Project Management, Email Marketing, Leadership, CRM, Facebook, Lead Generation, Trade Shows, Social Media, Marketing Communications, Social Networking, Social Media Marketing, Direct Marketing, Marketing Research, Online Marketing, Digital Marketing, B2B, Marketing Management, Press Releases
Education
Missouri State University 2007 — 2011
Bachelor of Science (BS), Marketing: Advertising & Promotion
Napier University 2010 — 2010
Marketing
Charles Self Charles Self's Pension Consultants, Inc. Experience September 2013 - February 2014
Job Chief Operating Officer | Chief Investment Officer at iSectors®
Industry Financial Services
Experience
iSectors February 2014 - Present
Sumnicht & Assoiciates February 2014 - Present
Pension Consultants, Inc September 2013 - February 2014
Parasol Investment Management LLC March 2011 - December 2012
Ziegler February 2009 - September 2010
Deerfield Capital Management 2004 - 2009
Teachers Retirement System of IL 2001 - 2002
ABN AMRO 1998 - 2001
ABN AMRO Asset Management 1995 - 1998
Prudential Financial 1988 - 1995
Skills
Alternative Investments, Investments, Asset Allocation, Asset Management, Investment Management, Asset Managment, Investment Strategies, ETFs, Pension Funds, Marketing, Management, Fund Of Funds, Financial Analysis, Real Estate, Quantitative Analytics, Due Diligence, Banking, Venture Capital, Financial Advisory, Independent Financial..., Portfolio Management, Modern Portfolio Theory, Endowment Funds, MLP, Fixed Income Strategies, Diversification, Precious Metals, Dynamic Asset Allocation, Tactical Asset..., Fixed Income
Education
The University of Chicago Booth School of Business 1979 — 1981
MBA, Statistics and Finance
University of Minnesota - Carlson School of Management 1977 — 1979
BSB, Accounting
St. Olaf College 1975 — 1977
Economics
iSectors February 2014 - Present
Sumnicht & Assoiciates February 2014 - Present
Pension Consultants, Inc September 2013 - February 2014
Parasol Investment Management LLC March 2011 - December 2012
Ziegler February 2009 - September 2010
Deerfield Capital Management 2004 - 2009
Teachers Retirement System of IL 2001 - 2002
ABN AMRO 1998 - 2001
ABN AMRO Asset Management 1995 - 1998
Prudential Financial 1988 - 1995
Skills
Alternative Investments, Investments, Asset Allocation, Asset Management, Investment Management, Asset Managment, Investment Strategies, ETFs, Pension Funds, Marketing, Management, Fund Of Funds, Financial Analysis, Real Estate, Quantitative Analytics, Due Diligence, Banking, Venture Capital, Financial Advisory, Independent Financial..., Portfolio Management, Modern Portfolio Theory, Endowment Funds, MLP, Fixed Income Strategies, Diversification, Precious Metals, Dynamic Asset Allocation, Tactical Asset..., Fixed Income
Education
The University of Chicago Booth School of Business 1979 — 1981
MBA, Statistics and Finance
University of Minnesota - Carlson School of Management 1977 — 1979
BSB, Accounting
St. Olaf College 1975 — 1977
Economics
Todd Hughes Todd Hughes's Pension Consultants, Inc. Experience April 2012 - Present
Job Director, ERISA and Vendor Services at Pension Consultants, Inc.
Industry Financial Services
Experience
Pension Consultants, Inc. April 2012 - Present
Panagiotu Pension Advisors, Inc. 2002 - 2011
Skills
401k, Retirement, ERISA, Employee Benefits, IRS, Pensions, Retirement Planning, Compliance, Profit Sharing, Plan Design, Executive Compensation, Deferred Compensation
Education
Gonzaga University 1999 — 2002
JD, Law
Pacific Lutheran University 1997 — 1999
BA, Public Relations
Pension Consultants, Inc. April 2012 - Present
Panagiotu Pension Advisors, Inc. 2002 - 2011
Skills
401k, Retirement, ERISA, Employee Benefits, IRS, Pensions, Retirement Planning, Compliance, Profit Sharing, Plan Design, Executive Compensation, Deferred Compensation
Education
Gonzaga University 1999 — 2002
JD, Law
Pacific Lutheran University 1997 — 1999
BA, Public Relations
Cody Mendenhall, CFP® Cody Mendenhall, CFP®'s Pension Consultants, Inc. Experience October 2012 - Present
Job Director, Investment and RetireAdvisers® Services at Pension Consultants, Inc
Industry Financial Services
Experience
Pension Consultants, Inc October 2012 - Present
Pension Consultants, Inc 2011 - October 2012
Pension Consultants, Inc. 2009 - 2011
Pension Consultants, Inc. 2007 - 2009
Education
Missouri State University 2005 — 2007
M.B.A., Finance
Central Bible College 1996 — 2000
B.A.
Pension Consultants, Inc October 2012 - Present
Pension Consultants, Inc 2011 - October 2012
Pension Consultants, Inc. 2009 - 2011
Pension Consultants, Inc. 2007 - 2009
Education
Missouri State University 2005 — 2007
M.B.A., Finance
Central Bible College 1996 — 2000
B.A.
Walt Waldin Walt Waldin's Pension Consultants, Inc. Experience May 1994 - February 1998
Job 401(k) Account Manager at Vita Planning Group
Industry Financial Services
Experience
Vita Planning Group July 2013 - Present
The Vita Companies April 2011 - June 2013
Shangra La Bronze Art April 2009 - March 2011
WESPAC October 2005 - March 2009
Lawrence Johnson & Associates May 1999 - September 2005
Franklin Templeton Investments April 1998 - May 1999
Pension Consultants, Inc. May 1994 - February 1998
Skills
Employee Benefits, Benefits Administration, 401k, Retirement, Retirement Planning, Defined Benefit, COBRA, Pensions, Mutual Funds, Defined Contribution, ERISA, Brokers, Pension Administration, Employee Relations, Management, Microsoft Excel
Education
California State University-Sacramento 1987 — 1992
Bachelor of Science, Business Administration
Vita Planning Group July 2013 - Present
The Vita Companies April 2011 - June 2013
Shangra La Bronze Art April 2009 - March 2011
WESPAC October 2005 - March 2009
Lawrence Johnson & Associates May 1999 - September 2005
Franklin Templeton Investments April 1998 - May 1999
Pension Consultants, Inc. May 1994 - February 1998
Skills
Employee Benefits, Benefits Administration, 401k, Retirement, Retirement Planning, Defined Benefit, COBRA, Pensions, Mutual Funds, Defined Contribution, ERISA, Brokers, Pension Administration, Employee Relations, Management, Microsoft Excel
Education
California State University-Sacramento 1987 — 1992
Bachelor of Science, Business Administration
Christine Hostetler Christine Hostetler's Pension Consultants, Inc. Experience 1989 - 1994
Job Sr HR Specialist at The Hershey Company
Industry Human Resources
Experience
The Hershey Company March 2010 - Present
The Hershey Company December 2003 - February 2010
The Hershey Company June 1997 - December 2003
PinnacleHealth System 1994 - 1997
Pension Consultants, Inc. 1989 - 1994
Skills
SAP, HRIS, Excel, Word, Microsoft Office, Benefits Administration, PowerPoint, Access, Benefits, Portals, Employee Benefits, Human Resources, Training, Employee Relations, Talent Management, Business Process, Employee Engagement, Onboarding, Personnel Management, Leadership
Education
Lebanon Valley College 1983 — 1987
Bacholar of Science, Management
The Hershey Company March 2010 - Present
The Hershey Company December 2003 - February 2010
The Hershey Company June 1997 - December 2003
PinnacleHealth System 1994 - 1997
Pension Consultants, Inc. 1989 - 1994
Skills
SAP, HRIS, Excel, Word, Microsoft Office, Benefits Administration, PowerPoint, Access, Benefits, Portals, Employee Benefits, Human Resources, Training, Employee Relations, Talent Management, Business Process, Employee Engagement, Onboarding, Personnel Management, Leadership
Education
Lebanon Valley College 1983 — 1987
Bacholar of Science, Management
Allyson Roach Allyson Roach's Pension Consultants, Inc. Experience May 2013 - Present
Job Student at the University of Connecticut
Industry Financial Services
Experience
Student Union, University of Connecticut August 2014 - Present
Pension Consultants, Inc. May 2013 - Present
Phillip Capital May 2014 - July 2014
Barnes & Noble March 2012 - March 2013
Skills
Leadership, Customer Service, Time Management, Microsoft Office, Spanish
Education
The University of Connecticut 2012 — 2016
Miss Porter's School 2008 — 2012
High School Diploma
Student Union, University of Connecticut August 2014 - Present
Pension Consultants, Inc. May 2013 - Present
Phillip Capital May 2014 - July 2014
Barnes & Noble March 2012 - March 2013
Skills
Leadership, Customer Service, Time Management, Microsoft Office, Spanish
Education
The University of Connecticut 2012 — 2016
Miss Porter's School 2008 — 2012
High School Diploma
Mary Chris Gallo's Pension Consultants, Inc. Experience April 1990 - July 1999
Job Named a 2011 Super Mortgage Professional by Mpls. St. Paul Magazine & Twin Cities Business
Industry Financial Services
Experience
Fairway Independent Mortgage Corp.- FIMC#2289 Equal Housing Lender January 2012 - Present
Behind the Moon Antiques May 2014 - Present
Mary Kay Inc. March 2008 - Present
Wells Fargo Home Mortgage March 2011 - January 2012
Summit Mortgage Corporation August 2006 - March 2011
Bankers Mortgage Company April 2000 - June 2004
Pension Consultants, Inc. April 1990 - July 1999
Education
Minneapolis Community and Technical College 1995 — 1997
Fairway Independent Mortgage Corp.- FIMC#2289 Equal Housing Lender January 2012 - Present
Behind the Moon Antiques May 2014 - Present
Mary Kay Inc. March 2008 - Present
Wells Fargo Home Mortgage March 2011 - January 2012
Summit Mortgage Corporation August 2006 - March 2011
Bankers Mortgage Company April 2000 - June 2004
Pension Consultants, Inc. April 1990 - July 1999
Education
Minneapolis Community and Technical College 1995 — 1997
Geary Bahorski's Pension Consultants, Inc. Experience October 1999 - February 2009
Job Retirement Plan Professional | Plan Design | Plan Documents | Administration | Testing | Compliance | Reporting
Industry Financial Services
Experience
Pointe Benefit Consultants 2011 - 2012
Pension Consultants, Inc. October 1999 - February 2009
Skills
Tax Law Research, Plan Document design &..., Cross-Tested allocations, Relius Plan..., FT. Williams Software, DATAIR Plan..., Microsoft Office, Ability to organize,..., Ability to manage tight..., Excellent verbal and..., Highly detail oriented, Tax
Education
Walsh College of Accountancy and Business Administration
Bachelor of Accountancy, Accounting
Macomb Community College
Associate's degree, Accounting
Pointe Benefit Consultants 2011 - 2012
Pension Consultants, Inc. October 1999 - February 2009
Skills
Tax Law Research, Plan Document design &..., Cross-Tested allocations, Relius Plan..., FT. Williams Software, DATAIR Plan..., Microsoft Office, Ability to organize,..., Ability to manage tight..., Excellent verbal and..., Highly detail oriented, Tax
Education
Walsh College of Accountancy and Business Administration
Bachelor of Accountancy, Accounting
Macomb Community College
Associate's degree, Accounting
Kathryn Herster Kathryn Herster's Pension Consultants, Inc. Experience December 2013 - Present
Job Operations & HR Specialist at Pension Consultants, Inc.
Industry Financial Services
Experience
Pension Consultants, Inc December 2013 - Present
Family Features Editorial Syndicate, Inc. August 2011 - December 2013
Liberty Tax Service January 2011 - April 2013
Heritage United Methodist Church July 2006 - August 2011
Skills
Public Relations, Microsoft Excel, Social Media, Mas 90, QuickBooks, Microsoft Word, Microsoft Office, Office Administration, Accounts Payable, Accounts Receivable, Account Reconciliation, Accounting, Employee Benefits, Account Management, Advertising, Digital Marketing, Sales, Online Marketing, Online Advertising, Media Relations, Marketing Strategy, Marketing, Event Planning, Digital Media
Education
Missouri State University
B.S., General Business
Pension Consultants, Inc December 2013 - Present
Family Features Editorial Syndicate, Inc. August 2011 - December 2013
Liberty Tax Service January 2011 - April 2013
Heritage United Methodist Church July 2006 - August 2011
Skills
Public Relations, Microsoft Excel, Social Media, Mas 90, QuickBooks, Microsoft Word, Microsoft Office, Office Administration, Accounts Payable, Accounts Receivable, Account Reconciliation, Accounting, Employee Benefits, Account Management, Advertising, Digital Marketing, Sales, Online Marketing, Online Advertising, Media Relations, Marketing Strategy, Marketing, Event Planning, Digital Media
Education
Missouri State University
B.S., General Business
Robin Robeson's Pension Consultants, Inc. Experience 2010 - 2011
Job Executive Vice President & Chief Operating Officer at Guaranty Bank
Industry Financial Services
Experience
Guaranty Bank July 2012 - Present
CoxHealth 2011 - 2012
Pension Consultants, Inc 2010 - 2011
Duck Creek Technologies 2007 - 2010
The Commerce Trust Company 1997 - 2007
Skills
Performance Management, Public Relations, Leadership, Strategic Planning, Financial Analysis, Customer Service, Public Speaking, Project Management, Contract Negotiation, Management, Human Resources, Team Building, Training, Budgets, Cross-functional Team..., Employee Relations, Executive Presentations, Risk Management, Recruiting, Succession Planning, Team Leadership, Marketing, Banking, Leadership Development, Finance, Insurance, Business Development, Coaching, New Business Development, Employee Benefits
Education
University of Missouri-Columbia 1984 — 1988
B.A., Communication
Drury University
MBA
Guaranty Bank July 2012 - Present
CoxHealth 2011 - 2012
Pension Consultants, Inc 2010 - 2011
Duck Creek Technologies 2007 - 2010
The Commerce Trust Company 1997 - 2007
Skills
Performance Management, Public Relations, Leadership, Strategic Planning, Financial Analysis, Customer Service, Public Speaking, Project Management, Contract Negotiation, Management, Human Resources, Team Building, Training, Budgets, Cross-functional Team..., Employee Relations, Executive Presentations, Risk Management, Recruiting, Succession Planning, Team Leadership, Marketing, Banking, Leadership Development, Finance, Insurance, Business Development, Coaching, New Business Development, Employee Benefits
Education
University of Missouri-Columbia 1984 — 1988
B.A., Communication
Drury University
MBA
Jacob Baggs Jacob Baggs's Pension Consultants, Inc. Experience December 2013 - Present
Job Research Assistant at Pension Consultants, Inc
Industry Higher Education
Experience
Pension Consultants, Inc December 2013 - Present
Missouri State University August 2013 - December 2014
Flo Wine Bar and Eatery May 2013 - December 2013
Missouri State University February 2013 - August 2013
Missouri State University August 2012 - February 2013
Missouri State University June 2012 - August 2012
Skills
Microsoft Office, Technical Support, SPSS, Data Analysis, Statistics, Public Speaking, Research, Critical Thinking, Higher Education, Data Import/export, Microsoft Excel, Asset Allocation, Microsoft SQL Server, Teamwork, Morningstar Office, Crystal Reports, Computer Hardware..., Adobe Professional, Customer Service, Microsoft Word, PowerPoint
Education
Missouri State University 2013 — 2015
Master of Business Administration (MBA)
Missouri State University 2009 — 2013
Bachelor of Science (BS), Biology, General
Pension Consultants, Inc December 2013 - Present
Missouri State University August 2013 - December 2014
Flo Wine Bar and Eatery May 2013 - December 2013
Missouri State University February 2013 - August 2013
Missouri State University August 2012 - February 2013
Missouri State University June 2012 - August 2012
Skills
Microsoft Office, Technical Support, SPSS, Data Analysis, Statistics, Public Speaking, Research, Critical Thinking, Higher Education, Data Import/export, Microsoft Excel, Asset Allocation, Microsoft SQL Server, Teamwork, Morningstar Office, Crystal Reports, Computer Hardware..., Adobe Professional, Customer Service, Microsoft Word, PowerPoint
Education
Missouri State University 2013 — 2015
Master of Business Administration (MBA)
Missouri State University 2009 — 2013
Bachelor of Science (BS), Biology, General
Laurie Tomko Laurie Tomko's Pension Consultants, Inc. Experience September 2010 - August 2014
Job
Industry Marketing and Advertising
Experience
Self Employed May 2015 - Present
Pension Consultants, Inc. September 2010 - August 2014
Allianz Global Assistance (formerly Mondial Assistance) May 2006 - April 2010
Biotage AB, Sweden July 2002 - December 2005
Self-employed April 2001 - July 2002
MuseumCompany.com November 2000 - March 2001
Carden Jennings Publishing October 1999 - November 2000
MJ Systems January 1997 - October 1999
Carlson Compute August 1995 - November 1996
Cadmus Direct Marketing November 1991 - August 1995
Skills
Marketing Strategy, Email Marketing, Marketing Communications, Lead Generation, Integrated Marketing, Market Planning, Marketing, Direct Marketing, CRM, Market Research, Project Management, B2B, Strategy, Public Relations, Cross-functional Team..., Salesforce.com, Leadership, MS Project, Visio, Strategic Planning, Account Management, Marketing Automation, Marketing Management, Microsoft Office, Press Releases, B2B Marketing Strategy, Sales Operations, B2B Marketing, Direct Mail, Sales Management, Sales Enablement, Corporate Branding, P&L Responsibility, Project Planning, Event Management, Relationship Management, Digital Marketing, Microsoft Dynamics CRM
Education
Clemson University 1989 — 1991
BS
Mary Baldwin College 1987 — 1989
Drury University
Self Employed May 2015 - Present
Pension Consultants, Inc. September 2010 - August 2014
Allianz Global Assistance (formerly Mondial Assistance) May 2006 - April 2010
Biotage AB, Sweden July 2002 - December 2005
Self-employed April 2001 - July 2002
MuseumCompany.com November 2000 - March 2001
Carden Jennings Publishing October 1999 - November 2000
MJ Systems January 1997 - October 1999
Carlson Compute August 1995 - November 1996
Cadmus Direct Marketing November 1991 - August 1995
Skills
Marketing Strategy, Email Marketing, Marketing Communications, Lead Generation, Integrated Marketing, Market Planning, Marketing, Direct Marketing, CRM, Market Research, Project Management, B2B, Strategy, Public Relations, Cross-functional Team..., Salesforce.com, Leadership, MS Project, Visio, Strategic Planning, Account Management, Marketing Automation, Marketing Management, Microsoft Office, Press Releases, B2B Marketing Strategy, Sales Operations, B2B Marketing, Direct Mail, Sales Management, Sales Enablement, Corporate Branding, P&L Responsibility, Project Planning, Event Management, Relationship Management, Digital Marketing, Microsoft Dynamics CRM
Education
Clemson University 1989 — 1991
BS
Mary Baldwin College 1987 — 1989
Drury University
Colleen Nolin Colleen Nolin's Pension Consultants, Inc. Experience April 1996 - June 1999
Job COTA/L at Therapy Unlimited, LLC
Industry Hospital & Health Care
Experience
Therapy Unlimited, LLC January 2013 - Present
GMAC Mortgage, LLC September 2005 - March 2010
Old Kent Mortgage / Guaranty Residential Lending / New York Mortgage June 1999 - August 2005
Pension Consultants, Inc April 1996 - June 1999
Skills
Microsoft Office, Occupational Therapy, Sensory Integration, Play Therapy, Manual Therapy
Education
Lincoln College of New England 2010 — 2012
Associate of Arts and Sciences (AAS), Occupational Therapy Assistant
Coker College
Manchester Community College
Psychology / Criminal Justice / Sociology
Therapy Unlimited, LLC January 2013 - Present
GMAC Mortgage, LLC September 2005 - March 2010
Old Kent Mortgage / Guaranty Residential Lending / New York Mortgage June 1999 - August 2005
Pension Consultants, Inc April 1996 - June 1999
Skills
Microsoft Office, Occupational Therapy, Sensory Integration, Play Therapy, Manual Therapy
Education
Lincoln College of New England 2010 — 2012
Associate of Arts and Sciences (AAS), Occupational Therapy Assistant
Coker College
Manchester Community College
Psychology / Criminal Justice / Sociology
Stephen McMahon, QKA Stephen McMahon, QKA's Pension Consultants, Inc. Experience August 2014 - Present
Job Pension Consultant/Pension Consultants, Inc.
Industry Financial Services
Experience
Pension Consultants, Inc. August 2014 - Present
Milliman December 2010 - May 2014
Enterprise Iron Financial Industry Solutions, Inc. October 2006 - December 2009
Wells Fargo December 2005 - June 2006
CitiStreet (now ING) October 2003 - November 2005
CitiStreet April 2002 - October 2003
State Street/Citistreet March 1995 - April 2002
State Street Research/Met life 1993 - 1995
Putnam Investments 1991 - 1993
Skills
401k, Retirement, Payroll, Training, Process Improvement, Mutual Funds, Call Centers, Nondiscrimination..., Account Reconciliation, Leadership, ERISA, Investments, Defined Benefit, Employee Benefits, Retirement Planning, Defined Contribution, Customer Service, Financial Services, Pensions, Form 5500, Business Analysis, Data Analysis, Project Management
Education
Suffolk University 1988 — 1990
Bachelors, Finance
Pension Consultants, Inc. August 2014 - Present
Milliman December 2010 - May 2014
Enterprise Iron Financial Industry Solutions, Inc. October 2006 - December 2009
Wells Fargo December 2005 - June 2006
CitiStreet (now ING) October 2003 - November 2005
CitiStreet April 2002 - October 2003
State Street/Citistreet March 1995 - April 2002
State Street Research/Met life 1993 - 1995
Putnam Investments 1991 - 1993
Skills
401k, Retirement, Payroll, Training, Process Improvement, Mutual Funds, Call Centers, Nondiscrimination..., Account Reconciliation, Leadership, ERISA, Investments, Defined Benefit, Employee Benefits, Retirement Planning, Defined Contribution, Customer Service, Financial Services, Pensions, Form 5500, Business Analysis, Data Analysis, Project Management
Education
Suffolk University 1988 — 1990
Bachelors, Finance
Nikhil K. Majithia, CFA, CFP® Nikhil K. Majithia, CFA, CFP®'s Pension Consultants, Inc. Experience May 2014 - February 2015
Job
Industry Financial Services
Experience
Currently Seeking Career Opportunities in the Investment Advisory/Consulting/Portfolio Mgmt. areas May 2015 - Present
Pension Consultants, Inc May 2014 - February 2015
GARTENHAUS FINANCIAL CORP. April 2011 - December 2013
N/A: Prop Trader October 2009 - March 2011
Vantage Financial Partners May 2004 - March 2009
Skills
Portfolio Management, Investments, Asset Allocation, Mutual Funds, Financial Markets, Derivatives, Trading, Investment Management, CRM, Business Development, Economics, Financial Advisory, Leadership
Education
Illinois Institute of Technology 2002 — 2004
Master of Science (MS), Financial Markets/Investments, 3.95/4.00
Bharatiya Vidya Bhavans Sardar Patel College Of Engineering
Bachelor of Engineering (BE), Electrical and Electronics Engineering
Currently Seeking Career Opportunities in the Investment Advisory/Consulting/Portfolio Mgmt. areas May 2015 - Present
Pension Consultants, Inc May 2014 - February 2015
GARTENHAUS FINANCIAL CORP. April 2011 - December 2013
N/A: Prop Trader October 2009 - March 2011
Vantage Financial Partners May 2004 - March 2009
Skills
Portfolio Management, Investments, Asset Allocation, Mutual Funds, Financial Markets, Derivatives, Trading, Investment Management, CRM, Business Development, Economics, Financial Advisory, Leadership
Education
Illinois Institute of Technology 2002 — 2004
Master of Science (MS), Financial Markets/Investments, 3.95/4.00
Bharatiya Vidya Bhavans Sardar Patel College Of Engineering
Bachelor of Engineering (BE), Electrical and Electronics Engineering
Skylar W. Smith Skylar W. Smith's Pension Consultants, Inc. Experience January 2012 - October 2012
Job Advisor at KPM Wealth Advisors
Industry Financial Services
Experience
KPM CPAs & Advisors April 2015 - Present
Waddell & Reed - Office of Supervisory Jurisdiction February 2014 - April 2015
Waddell & Reed October 2012 - February 2014
Pension Consultants, Inc January 2012 - October 2012
Southeast International Hotel Brokers 2011 - February 2012
Law Offices of Randy L. Smith June 2007 - September 2007
Skills
Bonds, Investment Advisory, Sales, Microsoft Excel, Wealth Management, Bloomberg, Leadership, Financial Analysis, Retirement, Asset Allocation, Equities, Economics, Investment Management, Mutual Funds, Investments
Education
Missouri State University
BS, Finance
Rockhurst University
Master of Business Administration (M.B.A.)
KPM CPAs & Advisors April 2015 - Present
Waddell & Reed - Office of Supervisory Jurisdiction February 2014 - April 2015
Waddell & Reed October 2012 - February 2014
Pension Consultants, Inc January 2012 - October 2012
Southeast International Hotel Brokers 2011 - February 2012
Law Offices of Randy L. Smith June 2007 - September 2007
Skills
Bonds, Investment Advisory, Sales, Microsoft Excel, Wealth Management, Bloomberg, Leadership, Financial Analysis, Retirement, Asset Allocation, Equities, Economics, Investment Management, Mutual Funds, Investments
Education
Missouri State University
BS, Finance
Rockhurst University
Master of Business Administration (M.B.A.)
Wendy Cagle Wendy Cagle's Pension Consultants, Inc. Experience March 2013 - August 2013
Job Freelance Production Artist
Industry Marketing and Advertising
Experience
Pension Consultants, Inc March 2013 - August 2013
self employed April 2011 - February 2013
Flight Avionics of North America January 2009 - April 2011
TSI Graphics July 2007 - November 2008
Orlando Sentinel June 2006 - March 2007
Orlando Sentinel May 2006 - March 2007
Flight Avionics of North America, Inc July 2003 - May 2006
Flight Avionics of North America July 2003 - April 2006
Errol Estate Country Club June 2002 - July 2003
Harcourt School Publishers January 2000 - June 2002
Skills
Illustrator, InDesign, Photoshop, Human Resources, Microsoft Office, Digital Printing, QuarkXPress, Publishing, Mac, Adobe Acrobat, Adobe Creative Suite, OS X, Editorial, Art Direction, Illustration, Copy Editing, Newspapers, Desktop Publishing, Marketing, Management, Editing, Art, Publications, Pre-press, Photography, Graphics, Image Manipulation, Layout, Graphic Design, Brochures, Image Editing, Multimedia, Digital Photography
Education
Art Institute of Fort Lauderdale 1996 — 1997
AS, Photography
Art Institute of Ft 1996 — 1997
Associate of Science, Photography; General Education and Fine Arts
University of Missouri-Columbia 1995 — 1996
Fine Art, Photography, Theater
Missouri State University 1992 — 1994
Fine Art, Photography, Theater
Pension Consultants, Inc March 2013 - August 2013
self employed April 2011 - February 2013
Flight Avionics of North America January 2009 - April 2011
TSI Graphics July 2007 - November 2008
Orlando Sentinel June 2006 - March 2007
Orlando Sentinel May 2006 - March 2007
Flight Avionics of North America, Inc July 2003 - May 2006
Flight Avionics of North America July 2003 - April 2006
Errol Estate Country Club June 2002 - July 2003
Harcourt School Publishers January 2000 - June 2002
Skills
Illustrator, InDesign, Photoshop, Human Resources, Microsoft Office, Digital Printing, QuarkXPress, Publishing, Mac, Adobe Acrobat, Adobe Creative Suite, OS X, Editorial, Art Direction, Illustration, Copy Editing, Newspapers, Desktop Publishing, Marketing, Management, Editing, Art, Publications, Pre-press, Photography, Graphics, Image Manipulation, Layout, Graphic Design, Brochures, Image Editing, Multimedia, Digital Photography
Education
Art Institute of Fort Lauderdale 1996 — 1997
AS, Photography
Art Institute of Ft 1996 — 1997
Associate of Science, Photography; General Education and Fine Arts
University of Missouri-Columbia 1995 — 1996
Fine Art, Photography, Theater
Missouri State University 1992 — 1994
Fine Art, Photography, Theater
Chase Tweel's Pension Consultants, Inc. Experience September 2010 - September 2013
Job
Industry Law Practice
Experience
Blake & Uhlig, P.A. 2014 - 2015
Pension Consultants, Inc September 2010 - September 2013
Skills
Employee Benefits, Tax Law, Corporate Law, Corporate Finance, Estate Planning, Investments, Financial Services, Securities Regulation, Entrepreneurship
Education
Georgetown University Law Center 2009 — 2010
Master of Laws (LLM), Tax Law/Taxation
University of North Carolina School of Law 2006 — 2009
Doctor of Law (JD)
University of North Carolina at Chapel Hill
Bachelor of Arts (BA), Political Science and Economics
Blake & Uhlig, P.A. 2014 - 2015
Pension Consultants, Inc September 2010 - September 2013
Skills
Employee Benefits, Tax Law, Corporate Law, Corporate Finance, Estate Planning, Investments, Financial Services, Securities Regulation, Entrepreneurship
Education
Georgetown University Law Center 2009 — 2010
Master of Laws (LLM), Tax Law/Taxation
University of North Carolina School of Law 2006 — 2009
Doctor of Law (JD)
University of North Carolina at Chapel Hill
Bachelor of Arts (BA), Political Science and Economics
Steve Petty Steve Petty's Pension Consultants, Inc. Experience January 2008 - November 2011
Job Chief Economist
Industry Public Policy
Experience
Florida TaxWatch April 2015 - Present
MFG September 2012 - March 2015
American Century Investments 2011 - 2012
Pension Consultants, Inc January 2008 - November 2011
Ozarks Technical Community College September 2007 - May 2008
College of the Ozarks 1998 - 2007
Drury University 2002 - 2006
Oklahoma State University August 1992 - August 1998
Oral Roberts University June 1996 - August 1996
Northwestern Oklahoma State University August 1989 - August 1992
Skills
Economics, Investments, Macroeconomics, Mutual Funds, Strategy, Analysis, Equities, Investment Management, Fixed Income, Portfolio Management, Financial Analysis, Investment Advisory, Leadership, Alternative Investments, Investment Strategies, Asset Allocation, Financial Services, Financial Markets, Equity Research, Quantitative Analytics, Asset Managment, Financial Modeling, Investor Relations, Valuation, Marketing Communications, Securities, Capital Markets, Derivatives, ETFs, Private Equity, Bloomberg, Emerging Markets, Wealth Management, Equity Valuation, Strategic Financial..., Corporate Finance, Bonds, Business Strategy, Due Diligence, FINRA, Asset Management, Finance, Retirement Planning, Labor Economics, Higher Education..., Higher Education..., Higher Education..., Industrial Relations, Industrial Organization, Economic Forecasting
Education
Oklahoma State University
Doctor of Philosophy (Ph.D.), Economics
University of Central Missouri
Master of Arts (M.A.), Economics
Missouri Western State University
Bachelor of Science in Business Administration (B.S.B.A.), Economics
College of the Ozarks
Professor, Economics
Florida TaxWatch April 2015 - Present
MFG September 2012 - March 2015
American Century Investments 2011 - 2012
Pension Consultants, Inc January 2008 - November 2011
Ozarks Technical Community College September 2007 - May 2008
College of the Ozarks 1998 - 2007
Drury University 2002 - 2006
Oklahoma State University August 1992 - August 1998
Oral Roberts University June 1996 - August 1996
Northwestern Oklahoma State University August 1989 - August 1992
Skills
Economics, Investments, Macroeconomics, Mutual Funds, Strategy, Analysis, Equities, Investment Management, Fixed Income, Portfolio Management, Financial Analysis, Investment Advisory, Leadership, Alternative Investments, Investment Strategies, Asset Allocation, Financial Services, Financial Markets, Equity Research, Quantitative Analytics, Asset Managment, Financial Modeling, Investor Relations, Valuation, Marketing Communications, Securities, Capital Markets, Derivatives, ETFs, Private Equity, Bloomberg, Emerging Markets, Wealth Management, Equity Valuation, Strategic Financial..., Corporate Finance, Bonds, Business Strategy, Due Diligence, FINRA, Asset Management, Finance, Retirement Planning, Labor Economics, Higher Education..., Higher Education..., Higher Education..., Industrial Relations, Industrial Organization, Economic Forecasting
Education
Oklahoma State University
Doctor of Philosophy (Ph.D.), Economics
University of Central Missouri
Master of Arts (M.A.), Economics
Missouri Western State University
Bachelor of Science in Business Administration (B.S.B.A.), Economics
College of the Ozarks
Professor, Economics
Ruel Bowman Ruel Bowman's Pension Consultants, Inc. Experience January 2005 - January 2008
Job Owner at PR Data Solutions, LLC
Industry Information Technology and Services
Experience
PR Data Solutions, LLC January 2010 - Present
PR Data Solutions, LLC January 2010 - Present
PR Data Solutions, LLC January 2010 - Present
Ozarks Technical Community College January 2008 - Present
Pension Consultants, Inc. January 2005 - January 2008
Crowder College January 2003 - January 2005
Charles Schwab & Co January 1992 - January 2001
US Army January 1971 - January 1991
Skills
Financial Analysis, Financial Markets, Issues Managment, Office Administration, Investments, Business Planning, Management, Marketing
Education
Embry-Riddle Aeronautical University 1983 — 1985
Master of Business Administration (MBA)
Southern Illinois University, Carbondale 1980 — 1983
Bachelor of Science (BS), Healthcare Administration
Embry-Riddle Aeronautical University
Master of Business Administration
Southern Illinois University
Bachelor of Science, Health Care Administration
PR Data Solutions, LLC January 2010 - Present
PR Data Solutions, LLC January 2010 - Present
PR Data Solutions, LLC January 2010 - Present
Ozarks Technical Community College January 2008 - Present
Pension Consultants, Inc. January 2005 - January 2008
Crowder College January 2003 - January 2005
Charles Schwab & Co January 1992 - January 2001
US Army January 1971 - January 1991
Skills
Financial Analysis, Financial Markets, Issues Managment, Office Administration, Investments, Business Planning, Management, Marketing
Education
Embry-Riddle Aeronautical University 1983 — 1985
Master of Business Administration (MBA)
Southern Illinois University, Carbondale 1980 — 1983
Bachelor of Science (BS), Healthcare Administration
Embry-Riddle Aeronautical University
Master of Business Administration
Southern Illinois University
Bachelor of Science, Health Care Administration
Dianne Van Daele's Pension Consultants, Inc. Experience 1999 - 2003
Job Sales Consultant | Retirement Plan Design Expert | Employer Sponsored Retirement Plan | Plan Documents
Industry Financial Services
Experience
Great Lakes Pension Associates, Inc. September 2012 - Present
Pension Plan Services, Inc. February 2003 - September 2012
Pension Consultants, Inc. 1999 - 2003
Great Lakes Pension Associates, Inc. 1998 - 1999
Alliance Benefit Group formally Retirement Funding Corporation 1989 - 1998
Skills
Pensions, Employee Benefits, Team-oriented, Critical Thinking, Problem Analysis, 401k, ERISA, Qualified Pension..., Qualified 401(k)..., Proficient in Excel,..., Proficient in Relius, Problem Solving, Defined Contribution, Retirement, Retirement Plan..., Analysis, Accounting, Auditing, Business Planning, Profit Sharing
Education
Macomb Community College 2011 — 2015
Working towards a Certificate of Database Programming and Web Site Programming, Database Administration Microsoft SQL and Web Site Programming
Walsh College of Accountancy and Business Administration 2001 — 2003
Master of Science, Business Information Technology - Project Management Designation, 3.8
Walsh College 1987 — 1990
Bachelor, Finance
Great Lakes Pension Associates, Inc. September 2012 - Present
Pension Plan Services, Inc. February 2003 - September 2012
Pension Consultants, Inc. 1999 - 2003
Great Lakes Pension Associates, Inc. 1998 - 1999
Alliance Benefit Group formally Retirement Funding Corporation 1989 - 1998
Skills
Pensions, Employee Benefits, Team-oriented, Critical Thinking, Problem Analysis, 401k, ERISA, Qualified Pension..., Qualified 401(k)..., Proficient in Excel,..., Proficient in Relius, Problem Solving, Defined Contribution, Retirement, Retirement Plan..., Analysis, Accounting, Auditing, Business Planning, Profit Sharing
Education
Macomb Community College 2011 — 2015
Working towards a Certificate of Database Programming and Web Site Programming, Database Administration Microsoft SQL and Web Site Programming
Walsh College of Accountancy and Business Administration 2001 — 2003
Master of Science, Business Information Technology - Project Management Designation, 3.8
Walsh College 1987 — 1990
Bachelor, Finance
Sue Lynn Thyng Sue Lynn Thyng's Pension Consultants, Inc. Experience September 2007 - November 2009
Job Retirement Service Delivery Consultant
Industry Financial Services
Experience
Assistant Vice President July 2014 - Present
Collabera February 2014 - July 2014
Let's Organize Thyngs January 2014 - July 2014
Infinite Trees Project 2009 - 2014
AFC Pensions, Inc. January 2011 - November 2013
Pension Consultants, Inc September 2007 - November 2009
Benefits Consulting Group, Inc. August 2005 - September 2007
Skills
Pension Administration, Pensions, Benefits Administration, Plan Design, Profit Sharing, Retirement, ERISA, Compliance, Administration, Employee Benefits, 401k, Business Planning, System Administration, Defined Contribution, Retirement Plan..., Retirement Planning, Qualified Retirement..., Mutual Funds, Retirement Benefits, 403 b, Financial Advisory, Retirement Savings, Investments, Management, Consulting, Customer Service, Leadership, Strategic Planning, Microsoft Excel, Public Speaking
Education
Franklin University 2004 — 2011
Bachelors, Human Resource Management
White Mountains Community College 2001 — 2003
Associates, Spatial Technologies
Assistant Vice President July 2014 - Present
Collabera February 2014 - July 2014
Let's Organize Thyngs January 2014 - July 2014
Infinite Trees Project 2009 - 2014
AFC Pensions, Inc. January 2011 - November 2013
Pension Consultants, Inc September 2007 - November 2009
Benefits Consulting Group, Inc. August 2005 - September 2007
Skills
Pension Administration, Pensions, Benefits Administration, Plan Design, Profit Sharing, Retirement, ERISA, Compliance, Administration, Employee Benefits, 401k, Business Planning, System Administration, Defined Contribution, Retirement Plan..., Retirement Planning, Qualified Retirement..., Mutual Funds, Retirement Benefits, 403 b, Financial Advisory, Retirement Savings, Investments, Management, Consulting, Customer Service, Leadership, Strategic Planning, Microsoft Excel, Public Speaking
Education
Franklin University 2004 — 2011
Bachelors, Human Resource Management
White Mountains Community College 2001 — 2003
Associates, Spatial Technologies
Michael Kucera Michael Kucera's Pension Consultants, Inc. Experience 1998 - 2000
Job Financial Advisor at Financial Architects, Inc.
Industry Financial Services
Experience
FAI Advisors, Inc. November 2004 - Present
Financial Architects, Inc. November 2004 - Present
Capital Planning Solutions,LLC September 2000 - October 2004
Pension Consultants, Inc. 1998 - 2000
Great West Retirement Services 1994 - 1998
Great West Retirement Services 1994 - 1998
Great West Retirement Services 1994 - 1998
Skills
Retirement Planning, Investments, Portfolio Management, Asset Management, IRAs, Small Business, Pensions, Finance, Management, Accounting, Wealth Accumulation, Personal Finance, Financial Risk, Strategic Financial..., Wealth Management
Education
Central Michigan University 1987 — 1991
BSBA, Finance
Brother Rice 1983 — 1987
St. Hugo
FAI Advisors, Inc. November 2004 - Present
Financial Architects, Inc. November 2004 - Present
Capital Planning Solutions,LLC September 2000 - October 2004
Pension Consultants, Inc. 1998 - 2000
Great West Retirement Services 1994 - 1998
Great West Retirement Services 1994 - 1998
Great West Retirement Services 1994 - 1998
Skills
Retirement Planning, Investments, Portfolio Management, Asset Management, IRAs, Small Business, Pensions, Finance, Management, Accounting, Wealth Accumulation, Personal Finance, Financial Risk, Strategic Financial..., Wealth Management
Education
Central Michigan University 1987 — 1991
BSBA, Finance
Brother Rice 1983 — 1987
St. Hugo
Kathleen Woody Kathleen Woody's Pension Consultants, Inc. Experience October 2009 - July 2010
Job Marketing Director at Titan Title & Closing, LLC
Industry Health, Wellness and Fitness
Experience
Titan Title & Closing, LLC August 2010 - Present
Jazzercise January 2004 - Present
Pension Consultants, Inc. October 2009 - July 2010
University of Missouri-Kansas City August 2008 - May 2009
Nordstrom July 2006 - October 2008
US Bank August 2005 - August 2006
Skills
Fashion, Banking, Sales, Staff Development, Marketing Strategy, Sales Management, Event Planning, Marketing, Microsoft Office, Microsoft Excel, Customer Service, Strategic Planning, Public Speaking, Social Media, Fundraising, Event Management, Small Business, Project Management, Public Relations, Market Research
Education
University of Missouri-Kansas City 2006 — 2009
Master of Business Administration (MBA), Entrepreneurship
Drury University 2000 — 2004
Bachelor of Arts with Honors, Business Administration
Titan Title & Closing, LLC August 2010 - Present
Jazzercise January 2004 - Present
Pension Consultants, Inc. October 2009 - July 2010
University of Missouri-Kansas City August 2008 - May 2009
Nordstrom July 2006 - October 2008
US Bank August 2005 - August 2006
Skills
Fashion, Banking, Sales, Staff Development, Marketing Strategy, Sales Management, Event Planning, Marketing, Microsoft Office, Microsoft Excel, Customer Service, Strategic Planning, Public Speaking, Social Media, Fundraising, Event Management, Small Business, Project Management, Public Relations, Market Research
Education
University of Missouri-Kansas City 2006 — 2009
Master of Business Administration (MBA), Entrepreneurship
Drury University 2000 — 2004
Bachelor of Arts with Honors, Business Administration
Neal Holthus, ASA MAAA Neal Holthus, ASA MAAA's Pension Consultants, Inc. Experience June 2015 - Present
Job
Industry Financial Services
Experience
Pension Consultants, Inc June 2015 - Present
Voya Financial September 2014 - June 2015
Towers Watson July 2011 - September 2014
Andrie Trading Company, LLC February 2011 - July 2011
City of Minnetonka June 2005 - November 2010
Education
St. Olaf College 2005 — 2009
B.A., Mathematics, Management Studies
Pension Consultants, Inc June 2015 - Present
Voya Financial September 2014 - June 2015
Towers Watson July 2011 - September 2014
Andrie Trading Company, LLC February 2011 - July 2011
City of Minnetonka June 2005 - November 2010
Education
St. Olaf College 2005 — 2009
B.A., Mathematics, Management Studies
Jeri Howell's Pension Consultants, Inc. Experience 1992 - 1996
Job Pension Consultant at Chang Ruthenberg and Long
Industry Law Practice
Experience
Chang Ruthenberg and Long January 2008 - Present
Benefit Resources, Inc. 2003 - 2007
Pension Specialists, Inc. 2000 - 2002
Fidelity Investments Tax Exempt Services Co. 1996 - 2000
Pension Consultants, Inc. 1992 - 1996
Benetech 1988 - 1992
First California Consultants 1980 - 1988
Skills
Executive Pay, Employee Benefits, Retirement Planning, 401k, ERISA, Pensions, Retirement, Tax Law
Education
De Anza College 1976 — 1979
Chang Ruthenberg and Long January 2008 - Present
Benefit Resources, Inc. 2003 - 2007
Pension Specialists, Inc. 2000 - 2002
Fidelity Investments Tax Exempt Services Co. 1996 - 2000
Pension Consultants, Inc. 1992 - 1996
Benetech 1988 - 1992
First California Consultants 1980 - 1988
Skills
Executive Pay, Employee Benefits, Retirement Planning, 401k, ERISA, Pensions, Retirement, Tax Law
Education
De Anza College 1976 — 1979
Rachel Weinhaus's Pension Consultants, Inc. Experience August 2015 - Present
Job ERISA Consultant at Pension Consultants, Inc
Industry Law Practice
Experience
Pension Consultants, Inc August 2015 - Present
Parmele Law Firm, P.C. January 2011 - July 2015
The Law Offices of Gary Green, P.C. January 2010 - October 2010
The Floyd Law Firm, P.C. November 2008 - February 2010
Education
Saint Louis University School of Law 2006 — 2009
J.D., Certificate of Health Law Studies
Missouri State University 2003 — 2006
B.A., Antiquities
Pension Consultants, Inc August 2015 - Present
Parmele Law Firm, P.C. January 2011 - July 2015
The Law Offices of Gary Green, P.C. January 2010 - October 2010
The Floyd Law Firm, P.C. November 2008 - February 2010
Education
Saint Louis University School of Law 2006 — 2009
J.D., Certificate of Health Law Studies
Missouri State University 2003 — 2006
B.A., Antiquities
Melissa Travis's Pension Consultants, Inc. Experience September 2012 - February 2015
Job
Industry Law Practice
Experience
The John Marshall Law School August 2013 - Present
Mercer March 2015 - Present
Pension Consultants, Inc September 2012 - February 2015
Bryan Cave January 2012 - May 2012
The John Marshall Law Review April 2011 - May 2012
The Law Offices of Michael Bartolic April 2011 - August 2011
Professor Mary Jean Dolan June 2010 - January 2011
Kramer & Frank, P.C. July 2007 - August 2009
Arensberg's Shoes July 2002 - July 2007
Education
The John Marshall Law School 2009 — 2012
JD, cum laude & LLM, with honors, Employee Benefits
University of Kansas
Bachelor's, English, Concentration in History
Francis Howell North
The John Marshall Law School August 2013 - Present
Mercer March 2015 - Present
Pension Consultants, Inc September 2012 - February 2015
Bryan Cave January 2012 - May 2012
The John Marshall Law Review April 2011 - May 2012
The Law Offices of Michael Bartolic April 2011 - August 2011
Professor Mary Jean Dolan June 2010 - January 2011
Kramer & Frank, P.C. July 2007 - August 2009
Arensberg's Shoes July 2002 - July 2007
Education
The John Marshall Law School 2009 — 2012
JD, cum laude & LLM, with honors, Employee Benefits
University of Kansas
Bachelor's, English, Concentration in History
Francis Howell North
Joe Wrobel's Pension Consultants, Inc. Experience May 1987 - Present
Job Corporate Counsel at Pension Consultants, Inc.
Industry Legal Services
Experience
Pension Consultants, Inc. May 1987 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Windows, Outlook, Datair Plan Valuation, Relius, Retirement Plan..., Valuation, ERISA, Pensions, Trusts, Due Diligence, Corporate Governance, Legal Research, Tax Law, Litigation
Education
Thomas M. Cooley Law School 1982 — 1985
Doctor of Law (J.D.), Law
Oakland University 1978 — 1981
Bachelor of Applied Science (B.A.Sc.), Public Administration/Public Policy
Brother Rice High School 1973 — 1977
Pension Consultants, Inc. May 1987 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Windows, Outlook, Datair Plan Valuation, Relius, Retirement Plan..., Valuation, ERISA, Pensions, Trusts, Due Diligence, Corporate Governance, Legal Research, Tax Law, Litigation
Education
Thomas M. Cooley Law School 1982 — 1985
Doctor of Law (J.D.), Law
Oakland University 1978 — 1981
Bachelor of Applied Science (B.A.Sc.), Public Administration/Public Policy
Brother Rice High School 1973 — 1977
Rachael Mackenzie-Olson's Pension Consultants, Inc. Experience January 1989 - Present
Job Pension Analyst at Pension Consultants, Inc.
Industry Financial Services
Experience
Pension Consultants, Inc. January 1989 - Present
Skills
Retirement, Pension Administration, 401k, Microsoft Excel, Retirement Planning, Employee Benefits, Defined Contribution, Benefits Administration, Microsoft Word, Profit Sharing
Education
University of Minnesota-Twin Cities
Bachelor of Arts (B.A.), Sociology
Pension Consultants, Inc. January 1989 - Present
Skills
Retirement, Pension Administration, 401k, Microsoft Excel, Retirement Planning, Employee Benefits, Defined Contribution, Benefits Administration, Microsoft Word, Profit Sharing
Education
University of Minnesota-Twin Cities
Bachelor of Arts (B.A.), Sociology
Heather Gilsten's Pension Consultants, Inc. Experience October 2010 - August 2013
Job Administrative Assistant ll, Missouri State University
Industry Information Technology and Services
Experience
Missouri State University August 2013 - Present
Pension Consultants, Inc October 2010 - August 2013
Creek Collision 2001 - May 2010
Ample Industries 1999 - 2001
Skills
Records Management, Multi Tasking, Microsoft Office, Microsoft Dynamics, Purchasing, Customer Service, Client Billing, Property Management, Proofreading, Vendor Relationships, QuickBooks, Time Management, Mail Merge, Microsoft Excel, Project Management, Office Administration, Hosting, Microsoft Office 2007, Inventory Management, Accounts Receivable, Administrative..., Management, Bindery, Accounts Payable, Office Management, Calendars, Executive Support, Human Resources, Calendaring, Invoicing, Accounting, File Management, Telephone Skills, Expense Reports, Fax, Internet Explorer, Confidentiality
Education
Ozarks Technical Community College 2001 — 2006
Associates of Applied Science, Business & Marketing
Ozarks Technical Community College 2001 — 2006
Accounting
Missouri State University August 2013 - Present
Pension Consultants, Inc October 2010 - August 2013
Creek Collision 2001 - May 2010
Ample Industries 1999 - 2001
Skills
Records Management, Multi Tasking, Microsoft Office, Microsoft Dynamics, Purchasing, Customer Service, Client Billing, Property Management, Proofreading, Vendor Relationships, QuickBooks, Time Management, Mail Merge, Microsoft Excel, Project Management, Office Administration, Hosting, Microsoft Office 2007, Inventory Management, Accounts Receivable, Administrative..., Management, Bindery, Accounts Payable, Office Management, Calendars, Executive Support, Human Resources, Calendaring, Invoicing, Accounting, File Management, Telephone Skills, Expense Reports, Fax, Internet Explorer, Confidentiality
Education
Ozarks Technical Community College 2001 — 2006
Associates of Applied Science, Business & Marketing
Ozarks Technical Community College 2001 — 2006
Accounting