Pension Dynamics Corporation
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Pension Dynamics Corporation Employees
Employee
Years
Job
Industry
Natalie Monasterial Natalie Monasterial's Pension Dynamics Corporation Experience January 2001 - Present
Job 401(k) Senior Plan Administrator at Pension Dynamics Corporation
Industry Human Resources
Experience
Pension Dynamics Corporation January 2001 - Present
Transamerica Life Insurance Company 1996 - 1997
Northwestern Mutual 1995 - 1996
Skills
Customer Service, Sales, Outlook, Human Resources, PowerPoint, Microsoft Excel
Education
California State University-Northridge
Business Administration and Management, General
Pension Dynamics Corporation January 2001 - Present
Transamerica Life Insurance Company 1996 - 1997
Northwestern Mutual 1995 - 1996
Skills
Customer Service, Sales, Outlook, Human Resources, PowerPoint, Microsoft Excel
Education
California State University-Northridge
Business Administration and Management, General
Georgeanne Glassner Georgeanne Glassner's Pension Dynamics Corporation Experience 1990 - 2003
Job Financial Administrator at Mountain Vineyard Christian Fellowship
Industry Accounting
Experience
Mountain Vineyard Christian Fellowship 2005 - Present
Pension Dynamics Corporation 1990 - 2003
Skills
Financial Accounting, Financial Reporting, Accounting, Account Reconciliation, Financial Analysis, Accounts Payable, Auditing, Accounts Receivable, General Ledger, QuickBooks, Bookkeeping, Cash Flow, Bank Reconciliation, Financial Statements
Education
Diablo Valley College 1990 — 1991
College of the Siskiyous 1989 — 1989
California State University-Hayward 1987 — 1989
Mountain Vineyard Christian Fellowship 2005 - Present
Pension Dynamics Corporation 1990 - 2003
Skills
Financial Accounting, Financial Reporting, Accounting, Account Reconciliation, Financial Analysis, Accounts Payable, Auditing, Accounts Receivable, General Ledger, QuickBooks, Bookkeeping, Cash Flow, Bank Reconciliation, Financial Statements
Education
Diablo Valley College 1990 — 1991
College of the Siskiyous 1989 — 1989
California State University-Hayward 1987 — 1989
Aud Rana Aud Rana's Pension Dynamics Corporation Experience November 2006 - June 2014
Job President at Brevik Solutions LLC
Industry Financial Services
Experience
Brevik Solutions LLC September 2014 - Present
Pension Dynamics Corporation November 2006 - June 2014
Skills
Employee Benefits, Retirement, 401k
Education
University of Massachusetts, Amherst 1984 — 1989
BBA, MBA, General Business & Finance, MIS
Brevik Solutions LLC September 2014 - Present
Pension Dynamics Corporation November 2006 - June 2014
Skills
Employee Benefits, Retirement, 401k
Education
University of Massachusetts, Amherst 1984 — 1989
BBA, MBA, General Business & Finance, MIS
Susan Case's Pension Dynamics Corporation Experience November 1988 - August 1992
Job Consultant at Self Employed
Industry Computer Software
Experience
Currently seeking new opportunity July 2015 - Present
Self Employed January 2012 - Present
earthmine inc September 2010 - November 2011
The Glass Guru of Contra Costa January 2010 - September 2010
Alliance of Chief Executives November 2008 - January 2010
Cafe Sante November 2003 - July 2005
Self - Employed (Special Projects) June 1999 - October 2000
Retail Clerks Trust Fund 1995 - 1998
Pension Dynamics Corporation November 1988 - August 1992
Skills
Event Planning, Use tax reporting, Corporate Benefits, Mac OS, Google Docs, Gmail, Calendars, Word, Excel, Internet Research, Job Posting, Travel Management, Writing Skills, Proofreading, Schedule Planning, Employee Management, Onboarding, Building Management..., Google Apps, Smartphones, Budgeting, Cash Flow Management, IRS, Sales Tax, Payroll Taxes, Payroll Administration, Phone Etiquette, Call Control, Typing, Corporate Hospitality, Corporate Events, Trade Shows, Executive Retreats, Hotel Site Selection, Administrative Support, Salesforce.com, GoToMeeting, Budgets, Payroll, Microsoft Excel, Administrative..., Microsoft Word, Process Scheduler, Management, Online Research, Cash Flow, Employee Benefits, Hospitality, Sales, Customer Service
Education
University of California, Santa Cruz 1994 — 1995
BA, Linguistics
Diablo Valley College 1989 — 1993
Associates Degree, Cultural Anthropology
Currently seeking new opportunity July 2015 - Present
Self Employed January 2012 - Present
earthmine inc September 2010 - November 2011
The Glass Guru of Contra Costa January 2010 - September 2010
Alliance of Chief Executives November 2008 - January 2010
Cafe Sante November 2003 - July 2005
Self - Employed (Special Projects) June 1999 - October 2000
Retail Clerks Trust Fund 1995 - 1998
Pension Dynamics Corporation November 1988 - August 1992
Skills
Event Planning, Use tax reporting, Corporate Benefits, Mac OS, Google Docs, Gmail, Calendars, Word, Excel, Internet Research, Job Posting, Travel Management, Writing Skills, Proofreading, Schedule Planning, Employee Management, Onboarding, Building Management..., Google Apps, Smartphones, Budgeting, Cash Flow Management, IRS, Sales Tax, Payroll Taxes, Payroll Administration, Phone Etiquette, Call Control, Typing, Corporate Hospitality, Corporate Events, Trade Shows, Executive Retreats, Hotel Site Selection, Administrative Support, Salesforce.com, GoToMeeting, Budgets, Payroll, Microsoft Excel, Administrative..., Microsoft Word, Process Scheduler, Management, Online Research, Cash Flow, Employee Benefits, Hospitality, Sales, Customer Service
Education
University of California, Santa Cruz 1994 — 1995
BA, Linguistics
Diablo Valley College 1989 — 1993
Associates Degree, Cultural Anthropology
John Gaerlan John Gaerlan's Pension Dynamics Corporation Experience June 1993 - October 2002
Job Plan Consultant at Professional Benefit Plans, Inc.
Industry Accounting
Experience
Professional Benefit Plans, Inc. August 2003 - Present
Pension Dynamics Corporation June 1993 - October 2002
Skills
Financial Analysis, Payroll, 401k, Microsoft Office, Microsoft Excel, Retirement, Strategic Planning, Customer Service, Account Management, Individual Pension Plans, Microsoft Word, Budgets, Training
Education
Diablo Valley College
UCLA
University of California, Los Angeles
Professional Benefit Plans, Inc. August 2003 - Present
Pension Dynamics Corporation June 1993 - October 2002
Skills
Financial Analysis, Payroll, 401k, Microsoft Office, Microsoft Excel, Retirement, Strategic Planning, Customer Service, Account Management, Individual Pension Plans, Microsoft Word, Budgets, Training
Education
Diablo Valley College
UCLA
University of California, Los Angeles
Ginny Barrett Ginny Barrett's Pension Dynamics Corporation Experience January 2006 - June 2014
Job Professional Organizer
Industry Consumer Services
Experience
My Organized Life 2015 - Present
Pension Dynamics Corporation January 2006 - June 2014
ING December 1999 - March 2005
Aetna Financial Services 1991 - 1999
Skills
Financial Analysis, Retirement, Investments, Retirement Planning, Portfolio Management, Mutual Funds, Strategic Financial..., Investment Strategies, Asset Allocation, Pensions, Securities, Fixed Annuities, 401k, Life Insurance, Financial Planners, ETFs, IRAs, Investment Advisory, Series 65, ERISA, Retirement Plan..., 401k Rollovers, Uniform Combined State..., Series 63, Roth IRA, Series 6, FINRA, Wealth Management..., Series 7, Variable Annuities, Wealth Accumulation, Investment Management, Defined Contribution, Financial Planning, Management
Education
Penn State University
Bachelor of Science (BS), Consumer Studies / Marketing
My Organized Life 2015 - Present
Pension Dynamics Corporation January 2006 - June 2014
ING December 1999 - March 2005
Aetna Financial Services 1991 - 1999
Skills
Financial Analysis, Retirement, Investments, Retirement Planning, Portfolio Management, Mutual Funds, Strategic Financial..., Investment Strategies, Asset Allocation, Pensions, Securities, Fixed Annuities, 401k, Life Insurance, Financial Planners, ETFs, IRAs, Investment Advisory, Series 65, ERISA, Retirement Plan..., 401k Rollovers, Uniform Combined State..., Series 63, Roth IRA, Series 6, FINRA, Wealth Management..., Series 7, Variable Annuities, Wealth Accumulation, Investment Management, Defined Contribution, Financial Planning, Management
Education
Penn State University
Bachelor of Science (BS), Consumer Studies / Marketing
Michelle Lou Michelle Lou's Pension Dynamics Corporation Experience April 2002 - August 2006
Job Associate Vice President at Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions September 2006 - May 2015
Pension Dynamics Corporation April 2002 - August 2006
Skills
Social Media, Financial Services, Account Management, Customer Service, Project Management, Relationship Management, 401k
Education
University of California, Irvine 1997 — 2001
Bachelor of Arts (B.A.), Sociology
Transamerica Retirement Solutions September 2006 - May 2015
Pension Dynamics Corporation April 2002 - August 2006
Skills
Social Media, Financial Services, Account Management, Customer Service, Project Management, Relationship Management, 401k
Education
University of California, Irvine 1997 — 2001
Bachelor of Arts (B.A.), Sociology
Tawnya Caldwell's Pension Dynamics Corporation Experience January 2008 - October 2009
Job Independent Distributor at Advocare
Industry Health, Wellness and Fitness
Experience
Advocare March 2014 - Present
US Navy Reserve March 2012 - Present
Transform FX Fitness October 2013 - November 2014
Women's Initiative August 2009 - June 2010
Pension Dynamics Corporation January 2008 - October 2009
Fremont Investment & Loan December 2003 - April 2006
Long Beach Mortgage Company July 2002 - December 2003
Skills
Creative Problem Solving, Skilled Relationship..., Effective Time..., Training and Managing..., Nonprofits, Program Management, BLS, Event Planning, Medical Records, Analysis
Education
University of Southern California 2015 — 2016
Master’s Degree, Social Work, 4.0 GPA
California State University-Hayward 2008 — 2009
Bachelor of Arts (B.A.), Sociology
Advocare March 2014 - Present
US Navy Reserve March 2012 - Present
Transform FX Fitness October 2013 - November 2014
Women's Initiative August 2009 - June 2010
Pension Dynamics Corporation January 2008 - October 2009
Fremont Investment & Loan December 2003 - April 2006
Long Beach Mortgage Company July 2002 - December 2003
Skills
Creative Problem Solving, Skilled Relationship..., Effective Time..., Training and Managing..., Nonprofits, Program Management, BLS, Event Planning, Medical Records, Analysis
Education
University of Southern California 2015 — 2016
Master’s Degree, Social Work, 4.0 GPA
California State University-Hayward 2008 — 2009
Bachelor of Arts (B.A.), Sociology
Natalie Monasterial's Pension Dynamics Corporation Experience January 2001 - Present
Job Senior Plan Administrator at Pension Dynamics Corporation
Industry Human Resources
Experience
Pension Dynamics Corporation January 2001 - Present
Transamerica March 1996 - April 1997
Northwestern Mutual Life January 1995 - March 1996
Education
California State University-Northridge
Pension Dynamics Corporation January 2001 - Present
Transamerica March 1996 - April 1997
Northwestern Mutual Life January 1995 - March 1996
Education
California State University-Northridge
Nicole Fornaci's Pension Dynamics Corporation Experience
Job Pension Consultant at Pension Dynamics Corporation
Industry Financial Services
Experience
Pension Dynamics Corporation
Skills
Profit Sharing, 401k, Employee Benefits, Deferred Compensation, Benefits Administration, Executive Pay, Retirement Plan..., Public Speaking, Pension Administration, Defined Benefit, ERISA, Qualified Retirement..., Defined Contribution, Retirement, Retirement Planning
Education
University of California, San Diego
Pension Dynamics Corporation
Skills
Profit Sharing, 401k, Employee Benefits, Deferred Compensation, Benefits Administration, Executive Pay, Retirement Plan..., Public Speaking, Pension Administration, Defined Benefit, ERISA, Qualified Retirement..., Defined Contribution, Retirement, Retirement Planning
Education
University of California, San Diego
Janiele Worswick, QPA QKA's Pension Dynamics Corporation Experience January 2008 - Present
Job 401(k) Department Manager at Pension Dynamics Corporation
Industry Financial Services
Experience
Pension Dynamics January 2008 - Present
Pension Dynamics Corporation January 2008 - Present
Carlson Quinn & Associates 1998 - 2007
Skills
ERISA, 401k, Executive Pay, Defined Benefit, Pensions, Retirement Plan..., Financial Services, Profit Sharing, Retirement, Pension Administration, Retirement Planning
Education
University of California, Berkeley 1981 — 1985
BA
California State University-Hayward - School of Business and Economics 1990 — 1996
MBA, Taxation
Pension Dynamics January 2008 - Present
Pension Dynamics Corporation January 2008 - Present
Carlson Quinn & Associates 1998 - 2007
Skills
ERISA, 401k, Executive Pay, Defined Benefit, Pensions, Retirement Plan..., Financial Services, Profit Sharing, Retirement, Pension Administration, Retirement Planning
Education
University of California, Berkeley 1981 — 1985
BA
California State University-Hayward - School of Business and Economics 1990 — 1996
MBA, Taxation