PenSys, Inc.
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PenSys, Inc. Employees
Employee
Years
Job
Industry
Pete Forney Pete Forney's PenSys, Inc. Experience June 2005 - Present
Job Software Engineer at Pensys Fiduciary Services
Industry Computer Software
Experience
Pensys Fiduciary Services January 2014 - Present
All the way and beyond. June 2005 - Present
PenSys, Inc. June 2005 - Present
Skills
Software Engineering, Web Application Design, Database Development, Perl, Linux, C++, Software Development, XML, SQL, JavaScript, C#, SQL Server, Web Services, C, Software Design, Application Development, Database Design, .NET, PHP, HTML, Windows, ASP.NET, Visual Studio
Education
CSU Sacramento 2007 — 2011
B.S., Engineering
Pensys Fiduciary Services January 2014 - Present
All the way and beyond. June 2005 - Present
PenSys, Inc. June 2005 - Present
Skills
Software Engineering, Web Application Design, Database Development, Perl, Linux, C++, Software Development, XML, SQL, JavaScript, C#, SQL Server, Web Services, C, Software Design, Application Development, Database Design, .NET, PHP, HTML, Windows, ASP.NET, Visual Studio
Education
CSU Sacramento 2007 — 2011
B.S., Engineering
Michelle Keane, QKA Michelle Keane, QKA's PenSys, Inc. Experience August 2011 - March 2015
Job Consultant at Associated Pension Consultants
Industry Financial Services
Experience
Associated Pension Consultants April 2015 - Present
PenSys, Inc. August 2011 - March 2015
Polycomp Administrative Services, Inc. August 2004 - August 2011
Skills
Profit Sharing, Pensions, Retirement, Employee Benefits, 401k, Finance, Defined Benefit, Defined Contribution, ERISA, Form 5500 preparation, Form 5500 Review, Cash Balance, 401k Rollovers, Retirement Planning, Qualified Retirement..., Mutual Funds, Retirement Solutions, Retirement Plan..., Investments, Financial Advisory
Education
University of San Francisco 2002 — 2004
BS, Organizational Behaviors
Associated Pension Consultants April 2015 - Present
PenSys, Inc. August 2011 - March 2015
Polycomp Administrative Services, Inc. August 2004 - August 2011
Skills
Profit Sharing, Pensions, Retirement, Employee Benefits, 401k, Finance, Defined Benefit, Defined Contribution, ERISA, Form 5500 preparation, Form 5500 Review, Cash Balance, 401k Rollovers, Retirement Planning, Qualified Retirement..., Mutual Funds, Retirement Solutions, Retirement Plan..., Investments, Financial Advisory
Education
University of San Francisco 2002 — 2004
BS, Organizational Behaviors
Bryan Jacobson Bryan Jacobson's PenSys, Inc. Experience January 1995 - Present
Job CEO at PenSys, Inc.
Industry Financial Services
Experience
PenSys, Inc. January 1995 - Present
Skills
401k, Retirement, Pensions, Retirement Planning, Wealth Management, Employee Benefits, Strategic Financial..., Series 63, Series 7, Investments, Mutual Funds
Education
California State University-Sacramento
PenSys, Inc. January 1995 - Present
Skills
401k, Retirement, Pensions, Retirement Planning, Wealth Management, Employee Benefits, Strategic Financial..., Series 63, Series 7, Investments, Mutual Funds
Education
California State University-Sacramento
Jason Arnold, QKA Jason Arnold, QKA's PenSys, Inc. Experience June 2015 - Present
Job Valuation Consultant at PenSys, Inc.
Industry Financial Services
Experience
PenSys, Inc. June 2015 - Present
The McGill & Hill Group, LLC March 2000 - Present
PenSys, Inc. November 2013 - May 2015
PenSys, Inc. March 2000 - November 2013
Pension Investors March 1998 - March 2000
Lenox China, Inc. March 1988 - March 1998
Skills
Qualified Retirement..., Employee Benefits, ERISA, 401k, IRAs, Investment Advisory, Series 63, Pensions, Retirement Planning, Series 65, Retirement Plan..., Series 6, Fixed Annuities, Series 7, Tax Law, Consulting, Defined Benefit, Retirement, Strategic Financial..., Deferred Compensation, Separately Managed..., Series 24, Profit Sharing, Wealth Management, Mutual Funds
Education
University of Phoenix 1996 — 1998
Business Administration
Christopher Newport University 1991 — 1992
Business Administration
Virginia Commonwealth University 1990 — 1991
Business Administration
PenSys, Inc. June 2015 - Present
The McGill & Hill Group, LLC March 2000 - Present
PenSys, Inc. November 2013 - May 2015
PenSys, Inc. March 2000 - November 2013
Pension Investors March 1998 - March 2000
Lenox China, Inc. March 1988 - March 1998
Skills
Qualified Retirement..., Employee Benefits, ERISA, 401k, IRAs, Investment Advisory, Series 63, Pensions, Retirement Planning, Series 65, Retirement Plan..., Series 6, Fixed Annuities, Series 7, Tax Law, Consulting, Defined Benefit, Retirement, Strategic Financial..., Deferred Compensation, Separately Managed..., Series 24, Profit Sharing, Wealth Management, Mutual Funds
Education
University of Phoenix 1996 — 1998
Business Administration
Christopher Newport University 1991 — 1992
Business Administration
Virginia Commonwealth University 1990 — 1991
Business Administration
Brandon Fleming, MBA Brandon Fleming, MBA's PenSys, Inc. Experience June 2014 - Present
Job Pension Professional
Industry Financial Services
Experience
PenSys, Inc. June 2014 - Present
AAAA Benefits June 2012 - June 2014
OneAmerica June 2006 - June 2012
OneAmerica September 2002 - May 2006
Digital Insight August 2000 - July 2002
Sungard Recovery Services January 1997 - May 1997
Skills
Data Analysis, Customer Support, Technical Support, Organization, Testing, Information Technology, Call Center, Visio, Process Improvement, Access, Relationship Management, Training, Customer Satisfaction, Quality Assurance, Business Requirements, Analysis, Leadership, Business Process..., Networking
Education
Indiana Wesleyan University 2005 — 2007
MBA, Business Administration
Kentucky State University 1995 — 2000
Bachelor of Science, Computer Science
PenSys, Inc. June 2014 - Present
AAAA Benefits June 2012 - June 2014
OneAmerica June 2006 - June 2012
OneAmerica September 2002 - May 2006
Digital Insight August 2000 - July 2002
Sungard Recovery Services January 1997 - May 1997
Skills
Data Analysis, Customer Support, Technical Support, Organization, Testing, Information Technology, Call Center, Visio, Process Improvement, Access, Relationship Management, Training, Customer Satisfaction, Quality Assurance, Business Requirements, Analysis, Leadership, Business Process..., Networking
Education
Indiana Wesleyan University 2005 — 2007
MBA, Business Administration
Kentucky State University 1995 — 2000
Bachelor of Science, Computer Science
Susan Henkel Susan Henkel's PenSys, Inc. Experience 2007 - 2010
Job Counselor at Restoration Place Counseling
Industry Mental Health Care
Experience
Restoration Place Counseling September 2012 - Present
Fisher Park Counseling August 2011 - May 2012
UNC Greensboro August 2010 - May 2012
Nicholas A. Vacc Counseling and Consulting Clinic January 2011 - May 2011
PenSys, Inc. 2007 - 2010
African Hope Learning Center May 2007 - July 2007
Skills
Career Counseling, Psychotherapy, Group Therapy, Mental Health, Psychology, Family Therapy, Community Outreach, Crisis Intervention, Mental Health Counseling, Counseling Psychology, Program Development, Adolescents, CBT, Student Counseling, Case Management, Public Speaking
Education
University of North Carolina at Greensboro 2010 — 2012
Master of Science (M.S.), Clinical Mental Health Counseling
University of North Carolina at Chapel Hill 2003 — 2007
Bachelor of Arts, Interpersonal and Organized Communication
Restoration Place Counseling September 2012 - Present
Fisher Park Counseling August 2011 - May 2012
UNC Greensboro August 2010 - May 2012
Nicholas A. Vacc Counseling and Consulting Clinic January 2011 - May 2011
PenSys, Inc. 2007 - 2010
African Hope Learning Center May 2007 - July 2007
Skills
Career Counseling, Psychotherapy, Group Therapy, Mental Health, Psychology, Family Therapy, Community Outreach, Crisis Intervention, Mental Health Counseling, Counseling Psychology, Program Development, Adolescents, CBT, Student Counseling, Case Management, Public Speaking
Education
University of North Carolina at Greensboro 2010 — 2012
Master of Science (M.S.), Clinical Mental Health Counseling
University of North Carolina at Chapel Hill 2003 — 2007
Bachelor of Arts, Interpersonal and Organized Communication
Robert Tell Robert Tell's PenSys, Inc. Experience April 2013 - Present
Job Highly Knowlegable Pension Professional
Industry Financial Services
Experience
PenSys, Inc. April 2013 - Present
Benefit Planning, Inc. June 2010 - October 2012
PMZ Pension, Inc. April 2004 - May 2010
Farmers Insurance June 2003 - April 2004
Skills
Relius Administration, Accudraft, ASC, Microsoft Office, Pensions, Retirement Planning, 401k, Profit Sharing, Accounting
Education
California State University-Fullerton 2005 — 2008
Master of Business Administration (MBA), Business Administration and Management, General
California State University-Long Beach 1999 — 2002
Bachelor of Science (B.S.), Finance, General
PenSys, Inc. April 2013 - Present
Benefit Planning, Inc. June 2010 - October 2012
PMZ Pension, Inc. April 2004 - May 2010
Farmers Insurance June 2003 - April 2004
Skills
Relius Administration, Accudraft, ASC, Microsoft Office, Pensions, Retirement Planning, 401k, Profit Sharing, Accounting
Education
California State University-Fullerton 2005 — 2008
Master of Business Administration (MBA), Business Administration and Management, General
California State University-Long Beach 1999 — 2002
Bachelor of Science (B.S.), Finance, General
Kathleen Guzy, QKA's PenSys, Inc. Experience February 2013 - Present
Job Administrative Consultant at Pensys, Inc.
Industry Financial Services
Experience
PenSys, Inc. February 2013 - Present
E.R.I.S.A., Inc. January 2012 - January 2013
E.R.I.S.A., Inc. May 2011 - December 2011
Education
Northern Illinois University 2009 — 2011
Bachelor of Science, Mathematical Sciences, Emphasis in Probability and Statistics
Florida State University 2008 — 2009
Applied Mathematics
PenSys, Inc. February 2013 - Present
E.R.I.S.A., Inc. January 2012 - January 2013
E.R.I.S.A., Inc. May 2011 - December 2011
Education
Northern Illinois University 2009 — 2011
Bachelor of Science, Mathematical Sciences, Emphasis in Probability and Statistics
Florida State University 2008 — 2009
Applied Mathematics
Alex Zahn's PenSys, Inc. Experience June 2014 - Present
Job Student at California Polytechnic State UniversitySan Luis Obispo
Industry Electrical/Electronic Manufacturing
Experience
PenSys, Inc. June 2014 - Present
PrimeLoops.com October 2014 - February 2015
Golfland Entertainment Centers, Inc. June 2012 - September 2013
SureWest Communications January 2013 - June 2013
Skills
C, Sound Design, Audio Engineering, Audio Processing, Loudspeaker Design, Circuit Analysis, Microsoft Office, Project Management, AutoCAD, Creo Parametric, VHDL, Financial Accounting, Microsoft Excel, Network Hardware, Frequency Spectrum..., Signal Processing, Electrical Engineering
Education
California Polytechnic State University-San Luis Obispo 2013 — 2017
Bachelor of Science (BS), Electrical Engineering
PenSys, Inc. June 2014 - Present
PrimeLoops.com October 2014 - February 2015
Golfland Entertainment Centers, Inc. June 2012 - September 2013
SureWest Communications January 2013 - June 2013
Skills
C, Sound Design, Audio Engineering, Audio Processing, Loudspeaker Design, Circuit Analysis, Microsoft Office, Project Management, AutoCAD, Creo Parametric, VHDL, Financial Accounting, Microsoft Excel, Network Hardware, Frequency Spectrum..., Signal Processing, Electrical Engineering
Education
California Polytechnic State University-San Luis Obispo 2013 — 2017
Bachelor of Science (BS), Electrical Engineering
Paige Burres Paige Burres's PenSys, Inc. Experience June 2015 - Present
Job Student at University of California, San Diego
Industry Hospital & Health Care
Experience
PenSys, Inc. June 2015 - Present
Brco Constructors Inc June 2009 - August 2011
Skills
Microsoft Word, Customer Service, Leadership, Microsoft Excel
Education
University of California, San Diego 2013 — 2017
Bachelor of Science (BS), Biochemistry
Rocklin High School 2009 — 2013
Diploma
PenSys, Inc. June 2015 - Present
Brco Constructors Inc June 2009 - August 2011
Skills
Microsoft Word, Customer Service, Leadership, Microsoft Excel
Education
University of California, San Diego 2013 — 2017
Bachelor of Science (BS), Biochemistry
Rocklin High School 2009 — 2013
Diploma
Dave Patterson Dave Patterson's PenSys, Inc. Experience August 2007 - July 2012
Job Technical Recruiter at Principle Solutions Group
Industry Staffing and Recruiting
Experience
Principle Solutions Group October 2013 - Present
IMEX Packaging July 2012 - September 2013
PenSys, Inc. August 2007 - July 2012
Skills
New Business Development, Marketing, Sales, Account Management, Key Account Management, National Account..., Sales Operations, Sales Presentations, Selling, Pricing, Inventory Management, Salesforce.com, Recruiting, Business Analysis, CRM, SDLC, Business Intelligence, Management, Oracle, BJJ, Technical Recruiting, Web Development, .NET, Java
Education
North Carolina State University 2003 — 2007
Bachelor's degree, Political Science and Government
Myers Park High School 1999 — 2003
Principle Solutions Group October 2013 - Present
IMEX Packaging July 2012 - September 2013
PenSys, Inc. August 2007 - July 2012
Skills
New Business Development, Marketing, Sales, Account Management, Key Account Management, National Account..., Sales Operations, Sales Presentations, Selling, Pricing, Inventory Management, Salesforce.com, Recruiting, Business Analysis, CRM, SDLC, Business Intelligence, Management, Oracle, BJJ, Technical Recruiting, Web Development, .NET, Java
Education
North Carolina State University 2003 — 2007
Bachelor's degree, Political Science and Government
Myers Park High School 1999 — 2003
Jean Walle's PenSys, Inc. Experience October 2012 - March 2015
Job at
Industry Accounting
Experience
Alliance Benefit Group of Houston March 2015 - Present
PenSys, Inc. October 2012 - March 2015
DeBoer, Baumann & Company, PLC September 2007 - May 2009
The Rehmann Group March 1996 - August 2006
Skills
Employee Benefits, Pensions, Accounting, Tax, Account Reconciliation, General Ledger, Income Tax, 401k, Retirement Planning, Profit Sharing
Education
Davenport University
Bachelor of Applied Science (B.A.Sc.), Accounting
Alliance Benefit Group of Houston March 2015 - Present
PenSys, Inc. October 2012 - March 2015
DeBoer, Baumann & Company, PLC September 2007 - May 2009
The Rehmann Group March 1996 - August 2006
Skills
Employee Benefits, Pensions, Accounting, Tax, Account Reconciliation, General Ledger, Income Tax, 401k, Retirement Planning, Profit Sharing
Education
Davenport University
Bachelor of Applied Science (B.A.Sc.), Accounting
Ching He, MBA's PenSys, Inc. Experience October 2010 - October 2011
Job Consultant at Ipsos Business Consulting
Industry Management Consulting
Experience
Ipsos Business Consulting July 2014 - Present
Ipsos Business Consulting September 2012 - July 2013
London Station April 2011 - September 2012
PenSys, Inc. October 2010 - October 2011
California Department of Finance May 2009 - July 2009
HSBC May 2008 - July 2008
Skills
SAS, SQL, SPSS, XLMiner, Data Analysis, Statistics, Stata, Business Analysis, Market Intelligence, Competitive Analysis, Market Research, Leadership, Strategy, Budgets, Finance
Education
Bentley University 2013 — 2015
Master's degree, Market Analytics
Bentley University 2013 — 2014
Master of Business Administration (MBA), GPA 3.7
Drake University 2006 — 2010
Bachelor of Science in Business Administration, Actuarial Science, Finance, Insurance
Ipsos Business Consulting July 2014 - Present
Ipsos Business Consulting September 2012 - July 2013
London Station April 2011 - September 2012
PenSys, Inc. October 2010 - October 2011
California Department of Finance May 2009 - July 2009
HSBC May 2008 - July 2008
Skills
SAS, SQL, SPSS, XLMiner, Data Analysis, Statistics, Stata, Business Analysis, Market Intelligence, Competitive Analysis, Market Research, Leadership, Strategy, Budgets, Finance
Education
Bentley University 2013 — 2015
Master's degree, Market Analytics
Bentley University 2013 — 2014
Master of Business Administration (MBA), GPA 3.7
Drake University 2006 — 2010
Bachelor of Science in Business Administration, Actuarial Science, Finance, Insurance
Diana Lehmann's PenSys, Inc. Experience September 2013 - Present
Job Director of Compliance at PenSys, Inc.
Industry Financial Services
Experience
PenSys, Inc. September 2013 - Present
Verisight, Inc. August 1996 - August 2013
Skills
401k, ERISA, Defined Benefit, Retirement Planning, Defined Contribution, Pensions, Qualified Retirement..., Investment Advisory, Retirement, Employee Benefits, Mutual Funds, Retirement Plan..., Investments, Benefits Administration
Education
California State University-Sacramento
BS, Accounting
PenSys, Inc. September 2013 - Present
Verisight, Inc. August 1996 - August 2013
Skills
401k, ERISA, Defined Benefit, Retirement Planning, Defined Contribution, Pensions, Qualified Retirement..., Investment Advisory, Retirement, Employee Benefits, Mutual Funds, Retirement Plan..., Investments, Benefits Administration
Education
California State University-Sacramento
BS, Accounting
Jason Glenesk's PenSys, Inc. Experience June 2010 - June 2011
Job Bios Engineer at Intel Corporation
Industry Computer Hardware
Experience
Intel Corporation June 2011 - Present
PenSys, Inc. June 2010 - June 2011
Walgreens January 2004 - February 2011
Skills
C, C#, C++, Verilog, SQL, Java, VHDL, Linux, Programming, Python, Embedded Systems, Assembly, Windows Server, Visual Basic, Object Oriented Design, Borland Delphi, Unix/Linux, Firmware, TPM, Device Drivers, Trusted Computing, Debugging
Education
California State University-Sacramento 2005 — 2011
B.S., Computer Engineering
Intel Corporation June 2011 - Present
PenSys, Inc. June 2010 - June 2011
Walgreens January 2004 - February 2011
Skills
C, C#, C++, Verilog, SQL, Java, VHDL, Linux, Programming, Python, Embedded Systems, Assembly, Windows Server, Visual Basic, Object Oriented Design, Borland Delphi, Unix/Linux, Firmware, TPM, Device Drivers, Trusted Computing, Debugging
Education
California State University-Sacramento 2005 — 2011
B.S., Computer Engineering
Kathryn Hille's PenSys, Inc. Experience February 2009 - January 2010
Job Executive Assistant at SID Public Service Assocaiation
Industry Nonprofit Organization Management
Experience
SID Public Service Assocaiation January 2014 - Present
DoubleTree by Hilton 2013 - 2013
Fort Collins Youth Clinic July 2009 - May 2011
PenSys, Inc. February 2009 - January 2010
DoubleTree Guest Suites September 2007 - January 2009
Columbus Crew May 2005 - November 2007
Skills
Event Planning, Microsoft Office, Marketing, Sales, Customer Service, Microsoft Word, Microsoft Excel, Social Media, Social Media Marketing, PowerPoint, Budgets, Event Management, Outlook, Fundraising, Retail, Social Networking, Public Speaking, Healthcare
Education
The Ohio State University 2003 — 2008
BA, Communications, Sports and Leisure Studies
Whetstone High School 1999 — 2003
SID Public Service Assocaiation January 2014 - Present
DoubleTree by Hilton 2013 - 2013
Fort Collins Youth Clinic July 2009 - May 2011
PenSys, Inc. February 2009 - January 2010
DoubleTree Guest Suites September 2007 - January 2009
Columbus Crew May 2005 - November 2007
Skills
Event Planning, Microsoft Office, Marketing, Sales, Customer Service, Microsoft Word, Microsoft Excel, Social Media, Social Media Marketing, PowerPoint, Budgets, Event Management, Outlook, Fundraising, Retail, Social Networking, Public Speaking, Healthcare
Education
The Ohio State University 2003 — 2008
BA, Communications, Sports and Leisure Studies
Whetstone High School 1999 — 2003
Becky McDougall's PenSys, Inc. Experience October 2010 - February 2011
Job Assistant Business Manager at Liberty Common School
Industry Education Management
Experience
Liberty Common School October 2014 - Present
1st Choice Before & After School Kare March 2011 - October 2014
Michaels October 2010 - January 2014
PenSys, Inc. October 2010 - February 2011
Turning Point Center for Youth & Family Development May 2009 - September 2010
Macy's West May 2009 - August 2009
Skills
Training, Customer Service, Psychology, Management, Tutoring, Conflict Resolution, Sales, Treatment, Scheduling, Organization, Communication, Hiring, Business Planning, Problem Solving
Education
Colorado State University 2004 — 2008
B.S., Psychology
Liberty Common School October 2014 - Present
1st Choice Before & After School Kare March 2011 - October 2014
Michaels October 2010 - January 2014
PenSys, Inc. October 2010 - February 2011
Turning Point Center for Youth & Family Development May 2009 - September 2010
Macy's West May 2009 - August 2009
Skills
Training, Customer Service, Psychology, Management, Tutoring, Conflict Resolution, Sales, Treatment, Scheduling, Organization, Communication, Hiring, Business Planning, Problem Solving
Education
Colorado State University 2004 — 2008
B.S., Psychology
Elizabeth Buckles's PenSys, Inc. Experience July 2014 - July 2015
Job Retirement Plan Administrator at SMI Pensions
Industry Financial Services
Experience
SMI Pensions June 2015 - Present
PenSys, Inc. July 2014 - July 2015
Retirement Benefit Solutions, LLC May 2012 - June 2014
Ameriprise Financial Services January 2012 - May 2012
Radford University February 2011 - May 2012
Ruby Tuesday June 2006 - September 2010
McMahon & Company March 2010 - May 2010
Skills
Customer Service, Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel, Telephone Skills, Team Building, Event Planning, Accounting, Financial Analysis, Social Networking, Access, Leadership, Time Management, Public Speaking, Research, Business Analysis, Social Media
Education
Radford University 2008 — 2012
SMI Pensions June 2015 - Present
PenSys, Inc. July 2014 - July 2015
Retirement Benefit Solutions, LLC May 2012 - June 2014
Ameriprise Financial Services January 2012 - May 2012
Radford University February 2011 - May 2012
Ruby Tuesday June 2006 - September 2010
McMahon & Company March 2010 - May 2010
Skills
Customer Service, Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel, Telephone Skills, Team Building, Event Planning, Accounting, Financial Analysis, Social Networking, Access, Leadership, Time Management, Public Speaking, Research, Business Analysis, Social Media
Education
Radford University 2008 — 2012