Pension Services, Inc.
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Pension Services, Inc. Employees
Employee
Years
Job
Industry
Dillis Miller Dillis Miller's Pension Services, Inc. Experience August 1998 - December 2011
Job Retired Office Manager/Sr. Pension Consultant at Pension Services, Inc.
Industry Accounting
Experience
Pension Services, Inc. August 1998 - December 2011
Page Services, Inc. August 1986 - May 1998
American Pension Consultants June 1984 - November 1985
Skills
Pensions, 401k, Retirement, Defined Benefit, Word, Accounting, Accounts Receivable, Profit Sharing, Pension Administration, Microsoft Word
Education
Sierra College 1980 — 1984
Accounting and Computer Science
Point Loma Nazarene University 1967 — 1969
General studies, accounting
Pension Services, Inc. August 1998 - December 2011
Page Services, Inc. August 1986 - May 1998
American Pension Consultants June 1984 - November 1985
Skills
Pensions, 401k, Retirement, Defined Benefit, Word, Accounting, Accounts Receivable, Profit Sharing, Pension Administration, Microsoft Word
Education
Sierra College 1980 — 1984
Accounting and Computer Science
Point Loma Nazarene University 1967 — 1969
General studies, accounting
Ziqi Mao, MBA Ziqi Mao, MBA's Pension Services, Inc. Experience November 2012 - October 2014
Job Finance | Economics | Marketing
Industry Consumer Services
Experience
Road America MAPFRE Asistencia October 2014 - Present
Pension Services, Inc. November 2012 - October 2014
Phoenician Investment Fund (FIU) August 2011 - May 2012
Carnival Cruise Lines January 2006 - July 2011
Village Chinese Restaurant 1999 - 2006
Skills
Finance, Microsoft Excel, Financial Analysis, Business Development, Market Research, Variance Analysis, Economics, Marketing, Management, Analysis, PowerPoint, Training, Outlook, Sales, Pensions, 401(k), Pricing Analysis, Marketing Strategy, Teamwork, Quantitative Research, Trade Shows, Adobe Acrobat, New Business Development, Budgets, Investments, Business Strategy, Integrated Marketing, Bloomberg Terminal, MS Excel, Word,..., Adobe Acrobat Pro, SalesLogix, Qualitative Research, Client Service Oriented, Long-term Customer..., Presentations, •Adobe Photoshop,..., Stata, Relius, Sales Operations, Mergers & Acquisitions, Banking, Forecasting, Process Improvement, SAP, Budgeting
Education
Florida International University 2013 — 2014
Master of Business Administration (M.B.A.)
Florida International University 2007 — 2012
Bachelor of Arts (B.A.), Economics, Marketing
Miami Dade College 2003 — 2006
A.A., Business Administration
Road America MAPFRE Asistencia October 2014 - Present
Pension Services, Inc. November 2012 - October 2014
Phoenician Investment Fund (FIU) August 2011 - May 2012
Carnival Cruise Lines January 2006 - July 2011
Village Chinese Restaurant 1999 - 2006
Skills
Finance, Microsoft Excel, Financial Analysis, Business Development, Market Research, Variance Analysis, Economics, Marketing, Management, Analysis, PowerPoint, Training, Outlook, Sales, Pensions, 401(k), Pricing Analysis, Marketing Strategy, Teamwork, Quantitative Research, Trade Shows, Adobe Acrobat, New Business Development, Budgets, Investments, Business Strategy, Integrated Marketing, Bloomberg Terminal, MS Excel, Word,..., Adobe Acrobat Pro, SalesLogix, Qualitative Research, Client Service Oriented, Long-term Customer..., Presentations, •Adobe Photoshop,..., Stata, Relius, Sales Operations, Mergers & Acquisitions, Banking, Forecasting, Process Improvement, SAP, Budgeting
Education
Florida International University 2013 — 2014
Master of Business Administration (M.B.A.)
Florida International University 2007 — 2012
Bachelor of Arts (B.A.), Economics, Marketing
Miami Dade College 2003 — 2006
A.A., Business Administration
Suzanne Miscik Suzanne Miscik's Pension Services, Inc. Experience 1993 - 1999
Job Vice President of Retirement Plan and Fiduciary Services at Northeast Professional Planning Group, Inc.
Industry Financial Services
Experience
Northeast Professional Planning Group, Inc. July 2015 - Present
Feldman Benefit Services, Inc. July 2008 - July 2015
Feldman Benefit Services, Inc. July 2008 - July 2015
DC Pension Consultants, LLC 2003 - 2008
Pension Services, Inc. 1993 - 1999
Skills
401k, Retirement Planning, Retirement, ERISA, Financial Services, Strategic Financial..., Pensions
Education
Brookdale Community College 2014 — 2014
Marketing
County College of Morris 1982 — 1984
Business Administration
Northeast Professional Planning Group, Inc. July 2015 - Present
Feldman Benefit Services, Inc. July 2008 - July 2015
Feldman Benefit Services, Inc. July 2008 - July 2015
DC Pension Consultants, LLC 2003 - 2008
Pension Services, Inc. 1993 - 1999
Skills
401k, Retirement Planning, Retirement, ERISA, Financial Services, Strategic Financial..., Pensions
Education
Brookdale Community College 2014 — 2014
Marketing
County College of Morris 1982 — 1984
Business Administration
Fred Bloodgood Fred Bloodgood's Pension Services, Inc. Experience March 1993 - December 2000
Job Director, Advanced Markets & TPA Client Experience
Industry Financial Services
Experience
Lincoln Financial May 2013 - Present
Lincoln Financial Retirement Plan Services January 2007 - Present
John Hancock 2006 - 2007
Manulife Financial and John Hancock Financial January 2000 - December 2005
Pension Services, Inc. March 1993 - December 2000
John Hancock Financial Services 1995 - 1996
Partners Pension Services, Inc. September 1989 - March 1993
Skills
401k, Retirement, Pensions, Retirement Planning, Mutual Funds, Series 63, Series 7, Series 6, Fixed Annuities, Investments, ERISA, Employee Benefits, Retirement Plan..., Defined Contribution, Profit Sharing, Wealth Management, Asset Allocation, Financial Advisory, Securities, TPA, Qualified Retirement..., Relationship Management, Investment Advisory, Financial Services, FINRA, IRAs, Investment Strategies
Education
Quinnipiac University - School of Business 1978 — 1981
Bachelor of Science (BS)
Lincoln Financial May 2013 - Present
Lincoln Financial Retirement Plan Services January 2007 - Present
John Hancock 2006 - 2007
Manulife Financial and John Hancock Financial January 2000 - December 2005
Pension Services, Inc. March 1993 - December 2000
John Hancock Financial Services 1995 - 1996
Partners Pension Services, Inc. September 1989 - March 1993
Skills
401k, Retirement, Pensions, Retirement Planning, Mutual Funds, Series 63, Series 7, Series 6, Fixed Annuities, Investments, ERISA, Employee Benefits, Retirement Plan..., Defined Contribution, Profit Sharing, Wealth Management, Asset Allocation, Financial Advisory, Securities, TPA, Qualified Retirement..., Relationship Management, Investment Advisory, Financial Services, FINRA, IRAs, Investment Strategies
Education
Quinnipiac University - School of Business 1978 — 1981
Bachelor of Science (BS)
Leidy-Laura Osorio Leidy-Laura Osorio's Pension Services, Inc. Experience April 2009 - March 2010
Job Accounts Receivable Agent at ADP
Industry Human Resources
Experience
ADP February 2013 - Present
Heart10 October 2012 - Present
Da Lourdes Services February 2010 - February 2013
On Demand Payroll February 2011 - August 2012
Pension Services, Inc. April 2009 - March 2010
Bank Atlantic November 2007 - April 2009
Skills
Customer Service, Human Resources, Leadership, Management, Training, Microsoft Office, Sales, Performance Management, Project Management, Hiring, Training &..., Research & Analysis
Education
Florida International University 2010 — 2013
Bachelor of Science (B.S.), International Business
Miami Dade College 2008 — 2010
Associate's degree, Business Administration
ADP February 2013 - Present
Heart10 October 2012 - Present
Da Lourdes Services February 2010 - February 2013
On Demand Payroll February 2011 - August 2012
Pension Services, Inc. April 2009 - March 2010
Bank Atlantic November 2007 - April 2009
Skills
Customer Service, Human Resources, Leadership, Management, Training, Microsoft Office, Sales, Performance Management, Project Management, Hiring, Training &..., Research & Analysis
Education
Florida International University 2010 — 2013
Bachelor of Science (B.S.), International Business
Miami Dade College 2008 — 2010
Associate's degree, Business Administration
Daniel McConnell Daniel McConnell's Pension Services, Inc. Experience November 1995 - May 1999
Job Senior Pension Administrator at Asensus/Expert Plan
Industry Financial Services
Experience
Ascensus/Expert Plan February 2011 - Present
ADP December 2001 - July 2010
Morgan Stanley Smith Barney May 1999 - November 2001
Pension Services, Inc. November 1995 - May 1999
Mutual Benefit Life Insurance 1987 - 1995
Skills
Retirement, 401k, Pensions, Profit Sharing, ERISA, Analysis, Training, Management, Leadership
Education
Montclair State University 2000 — 2003
MBA, Finance
State University of New York College at Oneonta 1982 — 1985
B.S., Mathematics
Ascensus/Expert Plan February 2011 - Present
ADP December 2001 - July 2010
Morgan Stanley Smith Barney May 1999 - November 2001
Pension Services, Inc. November 1995 - May 1999
Mutual Benefit Life Insurance 1987 - 1995
Skills
Retirement, 401k, Pensions, Profit Sharing, ERISA, Analysis, Training, Management, Leadership
Education
Montclair State University 2000 — 2003
MBA, Finance
State University of New York College at Oneonta 1982 — 1985
B.S., Mathematics
Juanita Arias,QKA Juanita Arias,QKA's Pension Services, Inc. Experience March 2015 - April 2015
Job 401(k) Administration
Industry Financial Services
Experience
ADP April 2015 - Present
Pension Services, Inc. March 2015 - April 2015
Retirement Services- TPA & Recordkeeper March 2002 - March 2015
Miami Amusement July 2001 - February 2002
Central Medical Equipment Rentals, Inc. January 2001 - June 2001
Knowles Animal Clinics June 1988 - December 2000
Skills
Retirement, ERISA, 401k, Pensions, Mutual Funds, Profit Sharing, Defined Contribution, Qualified Retirement..., Investments, Employee Benefits, Defined Benefit, Retirement Plan..., Retirement Planning, Pension Administration, Pension Funds, Supervisory Skills, Financial Analysis, Microsoft Office, Project Management, Key Client Relationships, Customer-focused Service, Customer Service, Customer Service..., Management, Finance, Financial Services, Accounting
Education
Florida International University - College of Business Administration
Bachelor Degree, Finance
ADP April 2015 - Present
Pension Services, Inc. March 2015 - April 2015
Retirement Services- TPA & Recordkeeper March 2002 - March 2015
Miami Amusement July 2001 - February 2002
Central Medical Equipment Rentals, Inc. January 2001 - June 2001
Knowles Animal Clinics June 1988 - December 2000
Skills
Retirement, ERISA, 401k, Pensions, Mutual Funds, Profit Sharing, Defined Contribution, Qualified Retirement..., Investments, Employee Benefits, Defined Benefit, Retirement Plan..., Retirement Planning, Pension Administration, Pension Funds, Supervisory Skills, Financial Analysis, Microsoft Office, Project Management, Key Client Relationships, Customer-focused Service, Customer Service, Customer Service..., Management, Finance, Financial Services, Accounting
Education
Florida International University - College of Business Administration
Bachelor Degree, Finance
Joy Magalit Suh Joy Magalit Suh's Pension Services, Inc. Experience 1990 - 1992
Job Music Docent at Music for Minors II
Industry Primary/Secondary Education
Experience
Kemper Insurance 1992 - 1998
Pension Services, Inc. 1990 - 1992
Education
Casualty Actuarial Society
A.C.A.S.
University of Illinois at Urbana-Champaign 1988 — 1990
M.S., Applied Mathematics
Wheaton College 1984 — 1988
B. A., Mathematics
Kemper Insurance 1992 - 1998
Pension Services, Inc. 1990 - 1992
Education
Casualty Actuarial Society
A.C.A.S.
University of Illinois at Urbana-Champaign 1988 — 1990
M.S., Applied Mathematics
Wheaton College 1984 — 1988
B. A., Mathematics
Clare Beckendorf's Pension Services, Inc. Experience May 2004 - November 2007
Job Retirement Plan Administrator at Carr, Riggs & Ingram, LLC
Industry Accounting
Experience
Carr, Riggs & Ingram, LLC January 2009 - Present
David Kitcoff & Associates December 2007 - December 2008
Pension Services, Inc. May 2004 - November 2007
Skills
Financial Reporting, Fund Accounting, General Ledger, Bookkeeping
Education
Florida International University 1983 — 1985
BS, Consumer Management
Miami Dade College 1981 — 1983
AA, Business Administration and Management, General
Carr, Riggs & Ingram, LLC January 2009 - Present
David Kitcoff & Associates December 2007 - December 2008
Pension Services, Inc. May 2004 - November 2007
Skills
Financial Reporting, Fund Accounting, General Ledger, Bookkeeping
Education
Florida International University 1983 — 1985
BS, Consumer Management
Miami Dade College 1981 — 1983
AA, Business Administration and Management, General
Paula Bond's Pension Services, Inc. Experience 2011 - 2011
Job Always looking to learn.
Industry Defense & Space
Experience
NAVAIR December 2012 - Present
GM Financial/AmeriCredit August 2012 - August 2012
Applied Strategy, Inc May 2012 - July 2012
Fern Creek Elementary School January 2011 - May 2011
Pension Services, Inc. 2011 - 2011
Harris Corporation 2010 - 2010
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Research, Data Analysis, Time Management, Teamwork, Critical Thinking
Education
University of Central Florida 2010 — 2012
Bachelor of Science, Finance
Northern Virginia Community College 2005 — 2009
Associate of Applied Science, Business Administration, 3.952
NAVAIR December 2012 - Present
GM Financial/AmeriCredit August 2012 - August 2012
Applied Strategy, Inc May 2012 - July 2012
Fern Creek Elementary School January 2011 - May 2011
Pension Services, Inc. 2011 - 2011
Harris Corporation 2010 - 2010
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Research, Data Analysis, Time Management, Teamwork, Critical Thinking
Education
University of Central Florida 2010 — 2012
Bachelor of Science, Finance
Northern Virginia Community College 2005 — 2009
Associate of Applied Science, Business Administration, 3.952