Pentegra Retirement Services

Industry: Company

Description

Founded: 1943 Subsidiaries: Pentegra Trust Company, Pentegra Distributors, Inc.,

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Pentegra Retirement Services Employees

Employee
Years
Job
Industry
Colleen Zanicchi Colleen Zanicchi Greater New York City Area Details
Colleen Zanicchi's Pentegra Retirement Services Experience January 1995 - Present
Job Vice President, HR at Pentegra Retirement Services
Industry Financial Services
Experience
Pentegra Retirement Services   January 1995 - Present
Aon Corporation (formerly Godwins Inc)   June 1992 - January 1995
Phibro Energy  September 1990 - June 1992
General Foods  July 1981 - August 1990

Skills
401k, Human Resources, Defined Benefit, Employee Benefits, ERISA, Pensions, Retirement, Deferred Compensation, Talent Management, Employee Relations, Onboarding, Pension Administration, Benefits Administration, Profit Sharing, Executive Pay, Talent Acquisition, Management

Education
State University of New York Empire State College   1980 — 1985

Heather Connington, QKA Heather Connington, QKA Patterson, New York Details
Heather Connington, QKA's Pentegra Retirement Services Experience June 2013 - Present
Job Internal Sales Consultant at Pentegra Retirement Services
Industry Financial Services
Experience
Pentegra Retirement Services   June 2013 - Present
Pentegra Retirement Services   February 2011 - May 2013
Pentegra Retirement Services   September 2007 - February 2011
BAHT Enterprises   February 2007 - January 2009
Retirement System Group Inc.  September 2007 - August 2008
Bob Renza Dental Studio   June 1998 - September 2007
Union State Bank  September 2006 - December 2006
Goldstein, Karlewicz & Goldstein C.P.A.   January 2005 - April 2005

Education
Dominican College of Blauvelt   2008 — 2011
MBA, Masters in Business Administration

Dominican College of Blauvelt   2003 — 2007
B.A., Mathematics with a Specialization in Actuarial Science

American Society of Pension Professionals & Actuaries
QKA, ASPPA

Philip J. Germani, QPA, JD, MBA Philip J. Germani, QPA, JD, MBA Cincinnati Area Details
Philip J. Germani, QPA, JD, MBA's Pentegra Retirement Services Experience April 2007 - December 2008
Job ERISA Compliance Specialist at Ameritas
Industry Financial Services
Experience
Ameritas  August 2015 - Present
G4S Secure Solutions (USA) Inc.   February 2012 - July 2015
Ascensus  March 2014 - February 2015
Philip J. Germani   January 2010 - February 2012
Eastman & Smith Ltd.   January 2009 - December 2009
Pentegra Retirement Services   April 2007 - December 2008
The Commercial & Savings Bank  April 2005 - March 2007
Wayne County National Bank  October 2002 - April 2005
Fifth Third Bank  August 2001 - September 2002
Deloitte  August 2000 - August 2001

Skills
Legal Research, Mergers, Employee Training, Teaching, Employee Benefits, ERISA, Securities, Estate Planning, Pensions, Employment Law, 401k, Retirement, Due Diligence, Investments, Legal Writing, Mediation, Corporate Law, Insurance, Risk Management, Security, Human Resources, Mergers & Acquisitions, Labor Relations, Business Planning, Negotiation, Retirement Planning, Defined Benefit, Defined Contribution, IRAs, Legal Compliance, Asset Allocation, Benefits Administration, Deferred Compensation, Executive Pay, Tax, FMLA, Succession Planning, Small Business, Strategic Financial..., Mutual Funds, HRIS, Financial Services, Workforce Planning, Employee Relations, Onboarding, College Recruiting, Payroll, Administration, Personnel Management, Interviews

Education
Cleveland State University
MBA, Business

Cleveland State University
BBA, Management and Labor Relations

Cleveland State University - Cleveland-Marshall College of Law
Juris Doctor (JD), Law

John Marshall High School

Tracy L. Crosby, QKA, CRPS Tracy L. Crosby, QKA, CRPS Greenville, South Carolina Details
Tracy L. Crosby, QKA, CRPS's Pentegra Retirement Services Experience May 2012 - Present
Job Senior Account Manager at Pentegra Retirement Services
Industry Financial Services
Experience
Pentegra Retirement Services   May 2012 - Present
BB&T  April 2000 - May 2012
James F. Byrnes High School  August 1997 - March 2000
One Price Clothing Stores, Inc.   May 1992 - June 1995

Skills
Retirement Planning, Account Management, Qualified Retirement..., Benefits Administration, 401k, Employee Benefits, Profit Sharing, Defined Contribution, Pension Administration, Compliance, Financial Services, ERISA, Financial Accounting, Management, Customer Service, Team Management, Financial Reporting, Retirement Plan..., Business Planning, 401k Rollovers, Public Speaking, Microsoft Office, Employee Training, Project Management, Compliance Testing, Recordkeeping, Financial Planning, Records Management, Research, Direct Sales, Investments, Mutual Funds, Plan Design, Multiple Employer Plans, Target Benefit Plans, Audits of Employee..., Relius Administration, 403 b, ESOP, Computers, Teaching, Christian Ministry, Prison Ministry, Social Media Marketing, Social Networking, Sales Management, Event Management, Christian Leadership, Nutrition Education, Weight Loss Coaching

Education
College of Financial Planning   2009 — 2009
Certified Retirement Plan Specialist, Retirement Plans, CRPS Designation

The American Society of Pension Professionals & Actuaries   2003 — 2005
Qualified 401(k) Administrator, Retirement and Pension Plans

The Ohio State University

Ashish Ruhani Ashish Ruhani Greater New York City Area Details
Ashish Ruhani's Pentegra Retirement Services Experience October 2014 - Present
Job .NET Developer at Pentegra Retirement Services
Industry Information Technology and Services
Experience
Pentegra Retirement Services   October 2014 - Present
Fluent Inc. New York   September 2010 - May 2014
WebXcellent   October 2008 - August 2010
New York University  September 2008 - March 2009
CyberSoft Technologies  August 2007 - August 2008
National Dairy Development Board of IND   January 2007 - July 2007

Skills
C#, SQL Server, HTML, JavaScript, Web Development, jQuery, Web Applications, Software Engineering, SQL, MySQL, ASP.NET, Visual Studio, AJAX, Databases, CSS, Programming, .NET, Algorithms, Software Development, Subversion, Web Services, Software Project..., Database Design, JSON, Microsoft SQL Server, PHP, C++, Mobile Applications, Testing

Education
New York University - Polytechnic School of Engineering   2008 — 2010
Master of Science, Computer Science

Sardar Patel University   2003 — 2007
Bachelor Of Engineering, Computer

Lal Bahadur Shashtri Vidyalay - Rajkot   2001 — 2003
high school

Natalia Navarro Mundo Natalia Navarro Mundo Dallas/Fort Worth Area Details
Natalia Navarro Mundo's Pentegra Retirement Services Experience September 2014 - Present
Job Director, NonERISA 403(b) Sales at Pentegra Retirement Services
Industry Financial Services
Experience
Pentegra Retirement Services   September 2014 - Present
John Hancock Life Insurance Company (U.S.A.)   June 2007 - September 2014
John Hancock Financial Services  March 2006 - June 2007
Boston Red Sox  May 2000 - May 2007
John Hancock Financial Services  August 2004 - March 2006
Manulife Financial  September 2000 - August 2004

Skills
Marketing, Investments, Retirement Planning, Financial Analysis, Mutual Funds, Portfolio Management, Public Speaking, Relationship Management, Asset Managment, Project Management, Strategic Planning, Leadership, Sales, Insurance, 401k, Wealth Management, Asset Allocation, Series 63, Series 6, Securities, Retirement

Education
Southern Methodist University - Cox School of Business   2008 — 2010
MBA, Marketing, Management

Boston University   1996 — 2000
BS, International Relations

Pete D'Angio Pete D'Angio Tampa/St. Petersburg, Florida Area Details
Pete D'Angio's Pentegra Retirement Services Experience April 2012 - Present
Job National Director, Not for Profit Markets at Pentegra Retirement Services
Industry Financial Services
Experience
Pentegra Retirement Services   April 2012 - Present
Pentegra Retirement Services   2014 - 2015
Pentegra Retirement Services   2014 - 2015
TIAA-CREF  January 2008 - April 2012
College Invest   May 2006 - May 2007

Skills
Retirement Planning, Financial Advisory, Retirement, Series 24, Securities, Banking, Mutual Funds, Relationship Management, 401k, Fixed Annuities, Financial Services, Pensions, Equities, Defined Contribution, Strategic Financial..., ERISA, Employee Benefits, Series 7, IRAs, Asset Managment, Asset Allocation, Marketing, Business Development, Investments, Sales, 403 b, Investment Advisory, Leadership, Series 63, Strategic Planning, Wealth Management, Defined Benefit, Retirement Plan..., Series 6

Education
University of Colorado Denver   1996 — 1998
Masters, Organizational Behavior / Management

Clemson University   1988 — 1992
BS, Economics

College for Financial Planning
CFP

Sachem

Sachem

Sachem

michael lussier michael lussier Greater Boston Area Details
michael lussier's Pentegra Retirement Services Experience 2009 - Present
Job President/Owner at Mike Lussier Tax Services
Industry Banking
Experience
Pentegra Retirement Services   2009 - Present
National Association of Federal Credit Unions  2005 - Present
Massachusetts Share Insurance Corporation   1996 - Present
Mike Lussier Tax Services   1988 - Present
webster first federal credit union  August 1987 - Present
Chris-Kay LLC   1987 - Present
Spencer Savings Bank  June 1983 - August 1987

Skills
Credit, Loans, Mergers, Banking, Mortgage Lending, Investments, Strategic Planning, Financial Analysis, Credit Cards, Underwriting, Portfolio Management, Accounting, Budget, Finance, Business Strategy, Auditing, Insurance, Small Business, Risk Management, Management, Leadership, Mergers & Acquisitions, Budgets, Process Improvement

Education
Nichols College   1984 — 1987
Master's degree, Finance and Financial Management, 3.80

Bentley University   1979 — 1983
BS, Accounting with a concentration in law, 3.5

Kim Izzarelli Kim Izzarelli Greater New York City Area Details
Kim Izzarelli's Pentegra Retirement Services Experience January 2012 - May 2012
Job Human Resource Administration, Payroll/Employee Benefits
Industry Education Management
Experience
Mamaroneck Union Free School District  September 2014 - June 2015
Mount Vernon City School District  October 2013 - August 2014
New York State Assembly  June 2012 - November 2012
Briarcliff Manor Public Library   June 2012 - June 2012
Pentegra Retirement Services   January 2012 - May 2012
Briarcliff Union Free School District   February 2012 - April 2012
Pentegra Retirement Services   January 2011 - January 2012
Town of Ossining, NY   May 2011 - November 2011
Pentegra Retirement Services   December 2009 - January 2011
Briarcliff Manor Affordable Housing Task Force   November 2010 - November 2010

Skills
401k, Pensions, Defined Benefit, Employee Benefits, Payroll, Knowledge of School..., Compliance, Strategic Financial..., Series 7, Finance, Fixed Annuities, Training, Leadership, Retirement Planning, Fundraising, Mutual Funds, Human Resources, Risk Management, Budgets, Insurance, Benefits Administration, Retirement, Investments, Accounting, Small Business, Sales, Strategic Planning, Public Speaking, Financial Analysis, Relationship Management, Team Building, Policy, Analysis, Auditing, Marketing, Financial Services, Mergers & Acquisitions, Strategy, Financial Advisory, Asset Management, Banking, Securities, Due Diligence, Business Planning, Executive Management, Data Analysis, Financial Accounting, Management, Nonprofits, Social Media

Education
Pace University   2012 — 2013
Masters

University of Hartford   1984 — 1987
MS

American International College   1978 — 1982
BBA, Business Administration

Joan Ros Joan Ros Charlotte, North Carolina Details
Joan Ros's Pentegra Retirement Services Experience February 2012 - March 2014
Job Document Compliance Consultant Institutional Client Solutions (ICS) at TIAACREF
Industry Financial Services
Experience
TIAA-CREF  December 2014 - Present
MetLife  April 2014 - November 2014
Pentegra Retirement Services   February 2012 - March 2014
First Niagara Financial Group  April 2008 - November 2009

Skills
Defined Contribution, Retirement, 401k, Defined Benefit, Investments, Retirement Planning, Sales, Microsoft Office

Education
Roberts Wesleyan College   2009 — 2011
Bachelor's Degree, Management

James Carlucci, EIT James Carlucci, EIT Yorktown Heights, New York Details
James Carlucci, EIT's Pentegra Retirement Services Experience June 2011 - August 2012
Job Engineering Technician at Vidaris, Inc.
Industry Mechanical or Industrial Engineering
Experience
Vidaris, Inc.   June 2014 - Present
Technology Associates  June 2013 - August 2013
Pentegra Retirement Services   June 2011 - August 2012
Vector Marketing  December 2011 - January 2012
Sears  May 2010 - August 2010
New York City District Council of Carpenters  June 2009 - July 2009

Skills
Mechanical Engineering, Engineering, Solidworks, CAD, Matlab, Leadership, Microsoft Excel, Analysis, PowerPoint, Team Leadership, Microsoft Office, Project Management, Project Planning, Microsoft Word, Microsoft Powerpoint, Python, Teamwork, Windows, Writing, Photoshop, English, SolidWorks

Education
University of Delaware   2014 — 2016
Master of Business Administration (M.B.A.), Business Administration and Management, General

University of Delaware   2010 — 2014
Bachelor of Science (BS), Mechanical Engineering, 3.33

Mark J. Cotte Mark J. Cotte Greater New York City Area Details
Mark J. Cotte's Pentegra Retirement Services Experience 1984 - 1997
Job Director of Finance at Neighborhood Housing Services of New Haven
Industry Accounting
Experience
Neighborhood Housing Services of New Haven  2010 - Present
H&R Block  2010 - 2011
University of Bridgeport  2002 - 2009
ARI of Connecticut   1997 - 2001
Pentegra Retirement Services   1984 - 1997
Village of Port Chester, NY   1983 - 1984

Skills
Quickbooks, Internal Controls, Cash Management, Financial Statement..., Budget Preparation and..., QuickBooks, Financial Statements, Analysis

Education
Pace University
Masters of Business Administration, Financial Management

Pace University - Lubin School of Business
Bachelors of Businees Administration, Public Accounting

Stepinac High School

Suzanne Chouljian, QKA Suzanne Chouljian, QKA Greater New York City Area Details
Suzanne Chouljian, QKA's Pentegra Retirement Services Experience January 2010 - Present
Job Assistant Vice President, Compliance at Pentegra Retirement Services
Industry Financial Services
Experience
Pentegra Retirement Services   January 2010 - Present
Pentegra Retirement Services   July 2005 - December 2009
Aon Consulting  April 1991 - July 2005
Wyatt Company  August 1989 - April 1991
The MONY Group  June 1986 - August 1989

Skills
ERISA, Defined Benefit, Retirement, Defined Contribution, Retirement Planning, Relationship Management, Profit Sharing, 401k, ESOP, Nondiscrimination..., Pensions, Employee Benefits

Education
Pace University - Lubin School of Business   1983 — 1986
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General

Rockland Community College   1982 — 1983

William Byerly William Byerly Birmingham, Alabama Area Details
William Byerly's Pentegra Retirement Services Experience 1999 - 2001
Job EVP General Manager of Omni at SunGard
Industry Outsourcing/Offshoring
Experience
SunGard  February 2014 - Present
SunGard  March 2013 - February 2014
Capital Group  July 2012 - February 2013
HCL America  January 2012 - June 2012
Prudential  2007 - 2011
JPMorgan Chase  2001 - 2007
Pentegra Retirement Services   1999 - 2001
Merrill Lynch  1996 - 1999
ICMA-RC  1989 - 1996
United Savings Bank  1986 - 1989

Skills
Securities, Business Process..., Defined Benefit, Asset Allocation, Relationship Management, 401k, Budgets, Retirement Planning, Mergers & Acquisitions, CRM, Management, Business Analysis, Mutual Funds, Mergers, Program Management, Financial Services, Retirement, Strategy

Education
Marymount University   1988 — 1991
MBA, Finance

Duquesne University   1979 — 1983
B.S., Business Administration and Finance

Jeffrey Diamond Jeffrey Diamond Greater New York City Area Details
Jeffrey Diamond's Pentegra Retirement Services Experience September 2011 - Present
Job Software Developer
Industry Information Technology and Services
Experience
Pentegra Retirement Services   September 2011 - Present
Need Plumbing Supplies.com, Inc.   January 2006 - July 2011
XTEND Communications Corp.   November 2003 - December 2005
Independent Software Developer  May 2003 - October 2003
AdStar, Inc.   December 1986 - April 2003

Skills
Start-ups, Software Development, SEO, E-commerce, SEM, Program Management, SQL, Leadership, Web Applications, Management, SaaS, Telecommunications, Database Design, .NET, Troubleshooting, Web Development, Project Management, Integration, Programming, Testing, CRM, Vendor Management, Databases, Business Intelligence, Software Project..., Agile Methodologies, Cloud Computing, Product Management, SDLC, Microsoft SQL Server, Online Advertising

Education
Nassau Community College
Information Science

University of Miami
Computer Science

Beth Kane Beth Kane Greater New York City Area Details
Beth Kane's Pentegra Retirement Services Experience September 2007 - Present
Job Vice President Pentegra Retirement Services
Industry Financial Services
Experience
Pentegra Retirement Services   September 2007 - Present
Madison Pension Services, Inc.   September 2000 - September 2007
Pentegra Retirement Services   1995 - 2000
Godwins, Booke & Dickenson   1986 - 1995

Skills
ERISA, 401k, Retirement, Asset Allocation, Pensions, Retirement Planning, Management, Employee Benefits, Customer Service, Leadership, Strategic Planning

Education
Colgate University   1979 — 1983
BA, Biology

Maureen Hamblin, QPA, QKA Maureen Hamblin, QPA, QKA Greater New York City Area Details
Maureen Hamblin, QPA, QKA's Pentegra Retirement Services Experience March 2010 - Present
Job Senior Consultant at Pentegra Retirement Services
Industry Financial Services
Experience
Pentegra Retirement Services   March 2010 - Present
Pentegra Retirement Services   August 2008 - March 2010
RSGroup Inc.   March 2007 - August 2008
RSGroup Inc.   August 2002 - March 2007
RSGroup Inc.   September 2000 - August 2002

Skills
Employee Benefits, Defined Benefit, Investments, Retirement, Retirement Planning, Defined Contribution, 401k, ERISA, Pensions, Profit Sharing, Mergers & Acquisitions, Mutual Funds, Financial Services, Asset Allocation, Investment Advisory, Valuation, Securities, Series 7, Fixed Annuities, Series 63, Retirement Plan...

Education
State University of New York at Binghamton   1991 — 1995
BA, Economics & Environmental Studies

Andrew Pooser, AIF, QPFC Andrew Pooser, AIF, QPFC Asheville, North Carolina Area Details
Andrew Pooser, AIF, QPFC's Pentegra Retirement Services Experience January 2013 - Present
Job Retirement Plan Services Professional with 20+years of Experience
Industry Financial Services
Experience
Pentegra Retirement Services   January 2013 - Present
Transamerica Retirement Services  December 2008 - January 2013
John Hancock  June 2006 - December 2008
John Hancock  June 2001 - June 2006
Manulife Financial  September 1998 - June 2001
401(k) Administrators of the Carolinas   May 1994 - August 1998

Skills
Qualified Retirement..., 401k, Asset Allocation, Investment Strategies, Employee Benefits, Sales Presentations, Fiduciary Management, Morningstar, Market Analysis, Relius Administration, Larkspur, ERISA Plan Design, Cash Balance Plans

Education
Stanford University Graduate School of Business   2013 — 2013

University of North Carolina at Greensboro   1991 — 1993
MA, Applied Economics

University of North Carolina at Asheville   1987 — 1991
BA, Economics

North Mecklenburg High School   1985 — 1987

Martin Suechting, AIF, CEBS Martin Suechting, AIF, CEBS Oshkosh, Wisconsin Area Details
Martin Suechting, AIF, CEBS's Pentegra Retirement Services Experience November 2014 - Present
Job Senior Consultant at Pentegra Retirement Services
Industry Financial Services
Experience
Pentegra Retirement Services   November 2014 - Present
Bullseye Capital LLC   April 2010 - Present
The Newport Group  August 1999 - November 2009
US Bank  July 1993 - June 1999
Associated Bank  April 1988 - July 1993

Skills
Compliance, Retirement, Plan Design, ERISA, 401k, Pensions, Defined Benefit, 457 Plans, 403 b, Non-Qualified Deferred..., AIF, Series 65, Business Planning, Wealth Management, Investment Advisory, Benefits Administration, Investment Strategies, Investments, Retirement Plan..., Employee Benefits, Financial Services, Retirement Planning, Leadership, Defined Contribution, Mutual Funds, Relationship Management, Series 63, Investment Management, Asset Allocation, Insurance, Securities, Mergers & Acquisitions, Estate Planning, Alternative Investments, Asset Management, Analysis, Fixed Annuities, Wealth Management..., Financial Advisory

Education
Southern Methodist University   1996 — 1997
MBA, Business

Amherst College   1975 — 1979
BA, cum laude, Geology

Neenah High School

Neenah High School

Tracy Villanueva Tracy Villanueva Greater New York City Area Details
Tracy Villanueva's Pentegra Retirement Services Experience December 2011 - Present
Job Administrative Assistant at Pentegra Retirement Services
Industry Banking
Experience
Pentegra Retirement Services   December 2011 - Present
GHA Federal Credit Union   June 2011 - October 2011
UBS  August 2006 - April 2009
Morgan Stanley Smith Barney  January 2000 - August 2006

Skills
Bloomberg, Wealth Management, BIS, BSP, OnBase, Dropbox, Microsoft Office, Administration, Account Management, Budgeting, Banking, Team Building, Blogging, Business Management, Business Intelligence, Customer Relations, Customer Service, Coaching, Copywriting, Contract Negotiation, Change Management, Distribution, Database Administration, Excel, Editing, E-commerce, Event Management, Financial Planning, Financial Reporting, Inventory Management, Key Account Management, Team Leadership, Mergers, Photography, Operations, Organizing, PowerPoint, Purchasing, Quickbooks, Research, Risk Management, Problem Solving, Team Management, Web Design, YouTube, SRT, Organizational..., Management, Microsoft Excel, Finance

Education
SUNY Empire State College   2012 — 2016
Business Management

Harrison College   2009 — 2011
Pursuing Associate degree, Business Management

Rigoberto Moreira Rigoberto Moreira Greater New York City Area Details
Rigoberto Moreira's Pentegra Retirement Services Experience February 2014 - Present
Job Member Board of Trustees at Yonkers Gospel Mission
Industry Accounting
Experience
PBBC   April 2014 - Present
Yonkers Gospel Mission   April 2014 - Present
Pentegra Retirement Services   February 2014 - Present
HomeServe USA  March 2011 - June 2013
Swiss Reinsurance Company  March 2006 - July 2010
Bristol-Myers Squibb  October 2004 - March 2006
PepsiCo  2002 - 2004
Coca-Cola Enterprises  2000 - 2002

Skills
Process Improvement, Finance, Financial Reporting, Accounting, Analysis, Business Strategy, Corporate Finance, Sarbanes-Oxley Act, Forecasting, Project Management, Financial Analysis, Internal Controls, Budgets, Access, Leadership, Vendor Management, US GAAP, ERP, IFRS, Project Planning, Auditing, Variance Analysis, Management, Procurement, MIS, Cash Flow Forecasting, Strategic Financial..., Financial Modeling, Change Management, Risk Management, Mergers & Acquisitions, Training, Managerial Finance, Hyperion Enterprise, Six Sigma, Executive Management, Account Reconciliation, Consolidation, Cash Flow, Financial Statements, Business Process..., Strategic Planning, Microsoft Excel, Financial Forecasting, Budgeting, Payroll, Tax, PowerPivot, Business Valuation

Education
Pace University   2007 — 2010
MBA, Financial Mgmt & Information Systems

Kevin Killian Kevin Killian Belle Mead, New Jersey Details
Kevin Killian's Pentegra Retirement Services Experience January 2013 - Present
Job National Sales DirectorBOLI and NonQualified Benefits at Pentegra Retirement Services
Industry Financial Services
Experience
Pentegra Retirement Services   January 2013 - Present
Pentegra Retirement Services   June 2010 - Present
BFS Group-Princeton, NJ   March 2001 - May 2010
Several NJ Banks   1982 - 2001

Skills
Community Banking,...

Education
Iona College   1982 — 1986
MBA, Finance

Clarkson University   1976 — 1978
Bachelor of Science, Accounting

Ruth Antonelli Ruth Antonelli Greater New York City Area Details
Ruth Antonelli's Pentegra Retirement Services Experience March 1997 - August 2005
Job Administrative Assistant at conEdison
Industry Food Production
Experience
Muffin but the Best   March 2010 - Present
conEdison  June 2013 - May 2015
The Osborn  July 2012 - January 2013
Westchester Medical Center  July 2011 - October 2011
Diversified Investment Advisors  January 2006 - October 2009
Pentegra Retirement Services   March 1997 - August 2005

Skills
Event Management, Administrative Support, Calendars, Excel, Customer Service, Vendor, Expenses, PowerPoint, Word, Conferences, Scheduling, Invoicing, Customer Relations, Outlook, Budgeting, Coordination, Administration, Microsoft Office, Microsoft Word, Microsoft Excel, System Administration, Administrative..., Strategic Planning, Employee Benefits, Social Media, Process Improvement

Education
Mercy College   1990 — 1994
Bachelor of Science, Management, Psychology

Michael Wyant, AIF®, PRP Michael Wyant, AIF®, PRP Columbus, Ohio Area Details
Michael Wyant, AIF®, PRP's Pentegra Retirement Services Experience June 2012 - Present
Job Vice President of Sales at APSPentegra
Industry Financial Services
Experience
Pentegra Retirement Services   June 2012 - Present
Nationwide Financial  July 2004 - June 2012
Nationwide Financial  October 2002 - June 2004

Skills
401k, Strategic Financial..., Investments, Mutual Funds, Defined Benefit, Series 63, Series 7, Investment Advisory, Retirement Planning, Fixed Annuities, Wealth Management, Insurance

Education
Franklin University
Bachelor, Business Administration

Melissa Lee Webb AIF,QPFC Melissa Lee Webb AIF,QPFC Greater San Diego Area Details
Melissa Lee Webb AIF,QPFC's Pentegra Retirement Services Experience January 2015 - Present
Job Internal Sales Consultant at Pentegra Retirement Services
Industry Financial Services
Experience
Pentegra Retirement Services   January 2015 - Present
401K Direct   March 2013 - December 2014
Western Wealth Management   November 2010 - February 2013
First Choice Brokerage   January 2004 - July 2004
Crown Capital Securities, L.P.   April 2003 - December 2003
American General Life Companies  April 1998 - July 2002
Pacific Life  April 1996 - April 1998
CCS INTERNATIONAL, INC.   December 1995 - April 1996
Paine Webber  February 1994 - December 1995

Skills
Marketing, 401k, Series 7, New Business Development, Account Management, California Insurance..., Series 66, ASPPA - QPFC Credential, CRM, Finance, Insurance, Business Development, Uniform Combined State..., Retirement Planning, Management, Sales, Employee Benefits, Retirement, Mutual Funds, Investments, Wealth Management

Education
California State University-Long Beach   1989 — 1993
Bachelor of Science, Business Administration; Finance; Investments

JP Martinez-Cardichon, MS, MBA JP Martinez-Cardichon, MS, MBA Greater New York City Area Details
JP Martinez-Cardichon, MS, MBA's Pentegra Retirement Services Experience 2010 - Present
Job Systems Process Manager
Industry Investment Banking
Experience
Pentegra Retirement Services   2010 - Present
Yale University  August 2008 - September 2009
Warnaco  January 2006 - July 2008
PriceWaterHouse Coopers  July 1995 - August 1996

Skills
Investments, Equities, Trading Systems, Mutual Funds, Internal Audit, Account Reconciliation, Management, Budgets, Financial Analysis, Data Analysis, SAP, Hyperion Enterprise, Tax, Financial Reporting, System Administration

Education
University of Bridgeport   1999 — 2003
Master of Business Administration (M.B.A.)

Sacred Heart University   1992 — 1995
BS

Jon DeFiore Jon DeFiore Greater New York City Area Details
Jon DeFiore's Pentegra Retirement Services Experience October 2013 - Present
Job Defined Contribution Specialist at Pentegra Retirement Services
Industry Financial Services
Experience
Pentegra Retirement Services   October 2013 - Present
3 Boys From Italy   May 2008 - October 2013
Centerlight Health System  April 2013 - May 2013

Skills
Microsoft Word, Management, Customer Service, PowerPoint, Human Resources, Solid computer skills, Positive Team Player, Microsoft Office, Microsoft Excel, Leadership, Banking, Time Management, Inventory Management, Account Reconciliation, Sales, Microsoft Powerpoint, Communication, Highly detail oriented, Outlook, Teamwork, Internet, Defined Contribution, 401k, 401k Rollovers, Social Networking, Restaurants, Typing, YouTube, Confidentiality, Background Checks, Filing

Education
Mercy College   2008 — 2012
Bachelor of Science (BS), Business Administration and Management, General, 3.8

Mercy College   2008 — 2012
B.S. Business Administration & Management , Business Administration and Management, General

Janet Rabinowitz Janet Rabinowitz Parsippany, New Jersey Details
Janet Rabinowitz's Pentegra Retirement Services Experience August 2000 - August 2001
Job Form 5500 and Qualified Plan Compliance Expert
Industry Financial Services
Experience
Towers Watson  August 2001 - Present
Pentegra Retirement Services   August 2000 - August 2001

Skills
Defined Benefit, Pensions, Retirement, Management Consulting, HR Consulting, Pension Administration, Employee Benefits, 401k, Teaching, Benefits Administration

Education
Binghamton University   1994 — 1996
M.A.

Stony Brook University   1990 — 1994
BS

Fiorello H. LaGuardia High School

richard Greenberg richard Greenberg Greater New York City Area Details
richard Greenberg's Pentegra Retirement Services Experience January 2014 - Present
Job Trading Manager at Pentegra Retirement Services
Industry Financial Services
Experience
Pentegra Retirement Services   January 2014 - Present
ADP  March 2012 - December 2013
ADP, Inc  February 2006 - January 2012
ADP, Inc  January 2005 - January 2006
ADP, Inc  February 2000 - December 2005
CONSECO FINANCIAL SERVICES  January 1999 - December 1999
CITISTREET COPELAND COMPANIES   January 1998 - January 1999
Prudential Financial Services  January 1997 - January 1998

Skills
Management, Investments, Leadership, Mutual Funds, Financial Services, Process Improvement, Finance, Training, Accounting, 401k, Project Management, Mergers, Trading, Business Development, Variance Analysis, Employee Benefits, Marketing, Financial Planning

Education
Monmouth University   1992 — 1996
B.A, Business Adm. (Marketing)

Hanover Park   1988 — 1992

Cynthia Kabel Cynthia Kabel Greater New York City Area Details
Cynthia Kabel's Pentegra Retirement Services Experience May 2013 - Present
Job Administrative Assistant
Industry Executive Office
Experience
Pentegra Retirement Services   May 2013 - Present
MJM Global Insurance Brokerage Group, Inc.   March 2010 - September 2012

Skills
Microsoft Word, Excel...

Education
Erie Community College   1995 — 1997
Associates Degree, Mathematics and Science

Allen Tung Allen Tung Greater New York City Area Details
Allen Tung's Pentegra Retirement Services Experience January 2007 - August 2008
Job Actuarial Associate at Aon Hewitt
Industry Outsourcing/Offshoring
Experience
Aon Hewitt  August 2008 - Present
Pentegra Retirement Services   January 2007 - August 2008
Infineum  January 2000 - August 2000

Skills
Pensions, Retirement, Statistics, Data Analysis, Actuarial Science, Valuation, Programming, Programming Languages, C++, Java, VBA, Visual Basic, Microsoft Excel, ProVal, Lotus Notes, Defined Benefit, Business Analysis, 401k, Life Insurance, Employee Benefits, Actuarial Consulting, Predictive Modeling, Pension Administration, Reinsurance, Actuaries, Defined Contribution

Education
Stony Brook University   2002 — 2005
Bachelor of Science (BS), Computer Science

Cornell University   1997 — 2001
Bachelor of Science (BS), Mechanical Engineering

Janice Davis, QKA, QPFC Janice Davis, QKA, QPFC Charlotte, North Carolina Area Details
Janice Davis, QKA, QPFC's Pentegra Retirement Services Experience March 2015 - Present
Job Account Manager at Pentegra Retirement Services
Industry Human Resources
Experience
Pentegra Retirement Services   March 2015 - Present
SOI  October 2007 - March 2015
Wells Fargo  1999 - 2007

Skills
PEO, 401k, Benefits Administration, Employee Benefits, Employee Relations, Retirement, Organizational..., FMLA, Recruiting, Human Resources, Customer Service, Applicant Tracking..., COBRA, Health Insurance, Open Enrollment, Employee Training, Deferred Compensation, Employee Handbooks, New Hire Orientations, Training, Leadership, Insurance, PeopleSoft, Performance Management, Personnel Management, Team Building, Onboarding, Management, Time & Attendance, Flexible Spending..., ADP Payroll, Employment Law..., Payroll Services, Legal Compliance, FLSA

Education
Central Piedmont Community College   2009 — 2013
Business Administration with a Concentration in Human Resource Management

Karen Jung Karen Jung Greater New York City Area Details
Karen Jung's Pentegra Retirement Services Experience August 2008 - October 2010
Job Director of Finance at Green Hill, Inc.
Industry Financial Services
Experience
Green Hill, Inc.   October 2010 - Present
Pentegra Retirement Services   August 2008 - October 2010
Retirement System Group Inc.  1987 - 2008

Skills
Medicare/Medicaid..., 401k, Auditing, Accounting, Defined Benefit, Mutual Funds, Financial Reporting, Investments, Financial Analysis, Payroll, Strategic Planning, Retirement, Customer Service, Pensions, ERISA, Strategic Financial..., Employee Benefits, Financial Planning

Education
Hofstra University   1981 — 1983
BA, Accounting

Stony Brook University   1979 — 1981
Science, Math

Tom Marzec Tom Marzec Greater New York City Area Details
Tom Marzec's Pentegra Retirement Services Experience January 1998 - September 1998
Job Benefits Consultant, Client Relationship Manager and Project Manager
Industry Human Resources
Experience
Milliman  April 2008 - Present
Affiliated Computer Services, Inc.   2004 - 2008
Mellon  2003 - 2004
PricewaterhouseCoopers  September 1998 - 2003
Pentegra Retirement Services   January 1998 - September 1998
Bankers Trust  July 1995 - January 1998
Watson Wyatt  1987 - 1995
Mercer  1979 - 1987

Skills
Defined Benefit, Employee Benefits, Defined Contribution, Pensions, Benefits Administration, Retirement, Actuarial Science, Executive Pay, Client Services, Applicant Tracking...

Education
Stony Brook University   1975 — 1977
Mathematics

Scott Liggett Scott Liggett Kansas City, Missouri Area Details
Scott Liggett's Pentegra Retirement Services Experience September 1999 - April 2006
Job Attorney at Qualified Plan Advisors & Lawing Financial
Industry Financial Services
Experience
Qualified Plan Advisors & Lawing Financial Inc.   June 2006 - Present
Pentegra Retirement Services   September 1999 - April 2006

Skills
Pensions, Profit Sharing, 401k, ERISA, ESOP, Investment Advisory, Defined Benefit, Retirement Planning

Education
University of Nebraska College of Law   1984 — 1987
JD, Law

Chadron State College
Bachelor of Arts (B.A.), Business Administration, Management and Operations

Paul Nowierski Paul Nowierski Scarsdale, New York Details
Paul Nowierski's Pentegra Retirement Services Experience November 2014 - Present
Job Trade Administrator at Pentegra Retirement Services
Industry Financial Services
Experience
Pentegra Retirement Services   November 2014 - Present

Skills
Microsoft Excel, Financial Analysis, PowerPoint, Forecasting, Financial Reporting, Payroll, Accounts Payable, Leadership, Microsoft Office, Customer Service, Research, Microsoft Word, Accounting, Restaurants, Budgets, Inventory Management, Event Planning, Management, Time Management, Team Building

Education
Manhattan College   2010 — 2012
Bachelor of Science (B.S.), Accounting

Steve Basile Steve Basile Greater New York City Area Details
Steve Basile's Pentegra Retirement Services Experience June 2015 - Present
Job Graduate Student at Iona College
Industry Financial Services
Experience
Pentegra Retirement Services   June 2015 - Present
Knapek, Gabriele, & Bottini LLP Accounting Firm   June 2014 - August 2014

Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Time Management, Leadership, Social Media, Public Speaking, Teamwork

Education
Iona College   2015 — 2017
Master of Business Administration (M.B.A.), Finance and Financial Management Services w/ Advanced Certificate in Sports & Entertainment Studies

Iona College   2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance

Nishant Malana Nishant Malana Washington, District Of Columbia Details
Nishant Malana's Pentegra Retirement Services Experience June 2014 - August 2014
Job Student at Georgetown University
Industry
Experience
Pentegra Retirement Services   June 2014 - August 2014
Taviers   June 2013 - August 2013
New York Life Insurance Company  June 2013 - August 2013
Georgetown University Contracts Department   June 2012 - August 2012
Vector Marketing  June 2011 - August 2011

Skills
Microsoft Excel, PowerPoint, Microsoft Word, Accounting, Economics, Alpha Five, Valuatin, Microsoft Access, Volunteer Management

Education
Georgetown University   2011 — 2015
Bachelor of Science (BS), Finance

Fordham Preparatory   2007 — 2011

King Fung King Fung Greater New York City Area Details
King Fung's Pentegra Retirement Services Experience July 2014 - April 2015
Job Senior Analyst, Benefits
Industry Human Resources
Experience
JetBlue Airways  April 2015 - Present
Pentegra Retirement Services   July 2014 - April 2015
Chernoff Diamond  August 2006 - July 2014

Skills
Financial Analysis, Data Analysis, Strategic Planning, Investments, Risk Management, Business Analysis, Microsoft Office, Marketing, Microsoft Excel, Valuation, Access, Retirement Planning, Defined Contribution, Management, Project Management, Benefits Administration, Health Insurance, Pensions, Customer Service, Leadership, Process Improvement, Strategy

Education
Goldey Beacom College   2008 — 2009
MBA, Finance Management, 3.91

Stony Brook University   2003 — 2006
Bachelor of Science, Applied Mathematics and Statistics, 4.00

Stony Brook University   2003 — 2006
Bachelor's Degree, Economics, 3.78

Donny Ho Donny Ho Greater New York City Area Details
Donny Ho's Pentegra Retirement Services Experience November 2000 - July 2003
Job Consultant at Milestone
Industry Financial Services
Experience
Milestone  August 2014 - Present
Jefferies & Company  April 2011 - July 2014
Morgan Stanley  November 2004 - April 2011
Deutsche Bank  July 2003 - November 2004
Pentegra Retirement Services   November 2000 - July 2003

Skills
Fixed Income, Financial Analysis, Capital Markets, Equities, Trading, Derivatives, Corporate Finance, Investment Banking, Hedge Funds, User Acceptance Testing, Data Warehousing, Data Modeling, Rapid Prototyping, System Architecture, SDLC, General Ledger, Relational Databases, SQL, PMBOK, PMI, Change Management, MS Project, Project Management, Business Analysis, Microsoft Office, Quality Center, JIRA

Education
Binghamton University - School of Management   1996 — 2000
BS, Business Management

Carlo Castro Carlo Castro Greater New York City Area Details
Carlo Castro's Pentegra Retirement Services Experience February 2015 - Present
Job Accountant II/ CPA Candidate
Industry Financial Services
Experience
Pentegra Retirement Services   February 2015 - Present
Amalgamated Life Insurance Company, a member of the Amalgamated Family of Companies  December 2013 - February 2015
Amalgamated Life Insurance Company, a member of the Amalgamated Family of Companies  May 2011 - November 2013
BNY Mellon  July 2007 - May 2011
Bank of America  April 2007 - May 2007

Skills
Accounting, Financial Reporting, Internal Controls, Financial Accounting, Financial Analysis, Auditing, Account Reconciliation, Sarbanes-Oxley Act, QuickBooks, PeopleSoft, Tax Preparation, Accounts Payable, Accounts Receivable, Access, GAAP, Fixed Assets, Internal Audit, Financial Statements, Forecasting, General Ledger, Journal Entries, Bank Reconciliation, Accruals, Microsoft Excel, US GAAP, Cash Management, Invoicing, Payroll, Year-end Close, Monthly Close, Spreadsheets, G/L Reconciliations, Balance Sheet, Vlookup

Education
State University of New York at New Paltz   2002 — 2007
Bachelor of Science, Accounting

Erika (Avery) Franze Erika (Avery) Franze Fort Wayne, Indiana Details
Erika (Avery) Franze's Pentegra Retirement Services Experience November 2001 - December 2008
Job Executive Assistant
Industry Defense & Space
Experience
BAE Systems  April 2011 - March 2014
American Cancer Society  December 2008 - April 2011
Pentegra Retirement Services   November 2001 - December 2008

Skills
Executive..., Event Planning, Office Management, Employee Engagement, Philanthropy, Team Building, Employee Relations, Recruiting Events, Executive Visit Prep, Data Analysis, Spreadsheet Compilation, Direct Mail, Mail Merge, Customer Service, Proposal Writing, Donation Handling, Community Outreach, Corporate Communications

Education
Syracuse University

Esta Park Esta Park Charlotte, North Carolina Details
Esta Park's Pentegra Retirement Services Experience March 2012 - Present
Job Regional Director at Pentegra Retirement Services
Industry Financial Services
Experience
Pentegra Retirement Services   March 2012 - Present

Skills
Qualified Plan Design, Fiduciary Governance, Defined Benefit Plans, Defined Contribution..., Multiple Employer Plans, Mutual Funds, Financial Services, Retirement Planning

Education
University of Richmond
BA, Art History and English

Elaine Leach Elaine Leach Columbus, Ohio Area Details
Elaine Leach's Pentegra Retirement Services Experience January 2013 - Present
Job Compliance Manager at Pentegra Retirement Services
Industry Financial Services
Experience
Pentegra Retirement Services   January 2013 - Present
Advanced Pension Solutions   September 2000 - December 2012
Advisors Pension Services   June 1986 - September 2000
The Wendy's Company  June 1983 - June 1986

Education
Ashland University
Master of Business Administration (M.B.A.)

Miami University
Bachelor's Degree, BS Accounting

Rose Cohen Rose Cohen Greater New York City Area Details
Rose Cohen's Pentegra Retirement Services Experience September 1996 - August 1997
Job Treasurer, Millwood Fire District
Industry Financial Services
Experience
Millwood Fire District   February 2011 - Present
Golden's Bridge Fire District   September 2013 - April 2014
Goldens Bridge Fire District   July 2005 - September 2013
Pinnacle Associates  March 2000 - February 2004
Pentegra Retirement Services   September 1996 - August 1997
First Boston  December 1985 - February 1989
The Signal Companies, Inc.   June 1983 - December 1985

Skills
Cash Management, Microsoft Office, QuickBooks, Investments, Portfolio Management, Accounting, Forecasting, Budget

Education
San Diego State University-California State University   1981 — 1983
MBA

University of California, San Diego   1973 — 1978
BA

Chrystal Lewis Chrystal Lewis Charlotte, North Carolina Area Details
Chrystal Lewis's Pentegra Retirement Services Experience July 2015 - Present
Job Pentegra Retirement services
Industry Financial Services
Experience
Pentegra Retirement Services   July 2015 - Present
Wells Fargo Advisors  October 2014 - May 2015
Wells Fargo  January 2013 - February 2015
Fifth Third Bank  March 2012 - January 2013
Wells Fargo  April 2010 - October 2011

Skills
Retirement Planning, Banking, Investments, Finance, Customer Service, Insurance, Sales, Mutual Funds, Life Insurance, Retirement, Financial Services, 401k

Education
ECPI University
Criminal Justice/Safety Studies

Brandon Cruz Brandon Cruz Dobbs Ferry, New York Details
Brandon Cruz's Pentegra Retirement Services Experience February 2014 - September 2014
Job Talent Aquisition Executive at JBCPlatform
Industry Staffing and Recruiting
Experience
JBCPlatform   October 2014 - Present
Pentegra Retirement Services   February 2014 - September 2014
Pentegra Retirement Services   December 2013 - February 2014

Skills
Human Resources, Temporary Placement, Temporary Staffing, Talent Management, Talent Acquisition, Microsoft Office, Microsoft Excel, Recruiting, Staffing Services, Retirement, Defined Benefit, Pensions, Qualified Retirement..., Team Management, Internet Recruiting, Interviews, Management, Microsoft Word, Screening Resumes, Customer Service

Education
Trinity College-Hartford   2003 — 2007
Bachelor's Degree, English Language and Literature, General

Mark Urbanak Mark Urbanak Hopewell Junction, New York Details
Mark Urbanak's Pentegra Retirement Services Experience September 1998 - September 1999
Job Director Quantitative Analysis
Industry Financial Services
Experience
PolicyFlex LLC   October 2012 - Present
IPD  June 1997 - April 2012
Pentegra Retirement Services   September 1998 - September 1999
Ogilvy & Mather  May 1995 - June 1997
Saatchi & Saatchi  June 1993 - June 1995

Skills
Excel, Word, Access, Visual Basic, PowerPoint, Mathematical Modeling, Linear Programming, Life Settlements

Education
State University of New York at New Paltz   1989 — 1993
Bachelor of Arts (BA), Mathematics

Jeffrey Hale AIFA® Jeffrey Hale AIFA® Greater Atlanta Area Details
Jeffrey Hale AIFA®'s Pentegra Retirement Services Experience January 2010 - Present
Job Senior Consultant at Pentegra
Industry Financial Services
Experience
Pentegra Retirement Services   January 2010 - Present
USI Consulting Group  November 2008 - April 2009
Merrill Lynch  November 1999 - November 2008
Invesco Ltd.  1999 - 2008
T Rowe Price  September 1994 - September 1999
T. Rowe Price  September 1994 - January 1997

Skills
Retirement, Pensions, Investments, Portfolio Management, Retirement Planning, Employee Benefits, Defined Benefit, Finance, ERISA, 401k, Mergers & Acquisitions, Wealth Management, Asset Allocation, Banking, Mutual Funds, Defined Contribution, Leadership, Strategic Financial..., Investment Management, Relationship Management, Asset Management, Deferred Compensation, Investment Advisory, Financial Advisory, Investment Strategies, Plan Design, Benefits Administration, Mergers, FINRA, Fiduciary Management, Hedge Funds, Due Diligence, ERISA 3(21) Fiduciary, ERISA 3(38) Fiduciary

Education
University of Wisconsin-Stevens Point   1990 — 1992
Master’s Degree, Organizational Communication

University of South Florida   1988 — 1990
Bachelor’s Degree, Industrial and Organizational Psychology

St. Petersburg College   1985 — 1988
Associate’s Degree

Stephen Sime Stephen Sime Greater Boston Area Details
Stephen Sime's Pentegra Retirement Services Experience September 2011 - December 2011
Job Account Specialist II at Electric Insurance Company
Industry Insurance
Experience
Electric Insurance Company  January 2013 - Present
151 Bar and Grill   March 2012 - December 2012
Pentegra Retirement Services   September 2011 - December 2011
Self employeed  May 2011 - December 2011
C&S Wholesale Grocers  July 2011 - September 2011
North Salem School District   July 2007 - August 2011
Mitigate Inc   December 2010 - December 2010
Pentegra Retirement Services   June 2010 - August 2010
Mitigate Inc.   June 2010 - August 2010
Pentegra Group   May 2010 - August 2010

Skills
Microsoft Word, Customer Service, Security, Microsoft Excel, Strategic Planning, liscensed Insurace Agent, Networking, Insurance, Data Entry, Analysis, Policy, Leadership, Outlook, Research, Training, Time Management, PowerPoint, Sales, Social Networking

Education
Assumption College   2007 — 2011
BA, History, Political Science

Assumption College   2007 — 2011
BA, History

Melanie Matabhik Croxton Melanie Matabhik Croxton Greater Atlanta Area Details
Melanie Matabhik Croxton's Pentegra Retirement Services Experience February 2012 - August 2015
Job CEO and Chief Consultant at NorthNest, LLC
Industry Financial Services
Experience
NorthNest, LLC   August 2015 - Present
Pentegra Retirement Services   February 2012 - August 2015
Lincoln Financial Group  July 2010 - February 2012
ING  August 2007 - September 2010
BB&T  November 2005 - July 2007
United Way of Florida   January 2001 - January 2004
United Way of Florida   January 2001 - January 2004
digitalguestlist.com   2002 - 2004

Skills
Banking, CRM, Coaching, Employee Benefits, Insurance, Management, Microsoft Excel, Microsoft Office, Mutual Funds, Portfolio Management, Program Management, Public Speaking, Retirement, Retirement Planning, Sales, Series 63, Training

Education
Florida State University   2002 — 2004
BS, Textile Science

Florida State University   2002 — 2004
B.S, Clothing Design, Merchandising and Textile Science

Florida State University   2001 — 2004
B.S, Clothing Design, Merchandising and Textile Science

Chris Sime Chris Sime Greater San Diego Area Details
Chris Sime's Pentegra Retirement Services Experience July 2011 - August 2011
Job Quality Assurance Analyst II at American Peptide Company
Industry Biotechnology
Experience
American Peptide Company  August 2015 - Present
GSK  February 2014 - April 2015
Mitigate Law Office   January 2013 - May 2014
SUNY Westchester   July 2012 - June 2013
Tutoring service   May 2012 - May 2013
Pentegra Retirement Services   July 2011 - August 2011
Hartwick College  September 2009 - May 2011
Carmel Parks and Recreation   July 2010 - August 2010
Carmel Parks and Recreation   July 2009 - August 2009

Skills
RNA Isolation, Recombinant DNA, DNA sequencing, Laboratory Equipment, Laboratory, HPLC, Organic Chemistry, Protein Purification, Microbiology, Cell Biology, Research, Laboratory Medicine, People Skills, Protein Science, PCR, Assay Development, Protein Assays, Biology, ELISA, Tissue Culture, RT-PCR, Cell Culture, Microscopy, Genomics, Cell, Chemistry, Unix, Immunoassays, Lifesciences, FDA, Mass Spectrometry, SDS-PAGE, Chromatography, Analytical Chemistry, Purification, Protein Chemistry, Spectrophotometry, LC-MS, Gas Chromatography, In Vitro, LIMS, GLP, Gel Electrophoresis, Enzyme Assays, Aseptic Technique, Drug Discovery, Life Sciences, Microsoft Office, Microsoft Word, Public Speaking

Education
Hartwick College   2009 — 2012
Bachelors, Biology

Hartwick College   2009 — 2012
BS, Biochemistry and Molecular Biology

Leah B. Moehlman Leah B. Moehlman Columbus, Ohio Area Details
Leah B. Moehlman's Pentegra Retirement Services Experience August 2013 - Present
Job Pentegra Solutions Center at Pentegra Retirement Services
Industry Investment Management
Experience
Pentegra Retirement Services   August 2013 - Present
Advanced Pension Solutions, Inc.   August 2008 - August 2013

Education
Columbus State Community College   2003 — 2006

Peter Baxter Peter Baxter Washington D.C. Metro Area Details
Peter Baxter's Pentegra Retirement Services Experience 1985 - 1996
Job Senior Vice President at NRECA
Industry Insurance
Experience
NRECA  January 2012 - Present
NRECA  June 2009 - January 2012
Emerson Resources LLC   June 2007 - May 2009
EDS  2005 - 2006
Towers Perrin  2003 - 2005
American Century Investments  1998 - 2003
Buck Consultants  1996 - 1998
Pentegra Retirement Services   1985 - 1996
Mutual of America  1981 - 1985

Skills
Employee Benefits, Vendor Management, Strategy, Process Improvement, Program Management, Leadership, Management, Mergers & Acquisitions, Risk Management, Strategic Planning, Human Resources, Management Consulting, Training, Financial Services, Outsourcing, Business Strategy, Business Intelligence, Business Planning, Insurance, Product Management, Project Portfolio..., Market Research

Education
Massachusetts Institute of Technology - Sloan School of Management
Financial Management for the Technical Executive

Communico leadership training program
Leading with Mastery

Massachusetts Institute of Technology - Sloan School of Management
Developing & Managing a Successful Technology & Product Strategy

Interaction Associates Executive Training Program
Facilitating Change

American Society of Pension Actuaries
Administrative and Qualification Issues of Retirement Plans

National Association of Securities Dealers
Series 6 Registration

University of Arizona   1979 — 1981
BA, Behavioral Sciences

Lycoming College   1977 — 1979
Liberal Arts

Dana Mosello-Castellucci Dana Mosello-Castellucci White Plains, New York Details
Dana Mosello-Castellucci's Pentegra Retirement Services Experience November 2011 - December 2013
Job Photographer Purple Elephant Photo, LLC
Industry Photography
Experience
Purple Elephant Photo, LLC   August 2008 - Present
Pentegra Retirement Services   November 2011 - December 2013
ARTIO GLOBAL  September 2010 - September 2011
Alliance Bernstein  2006 - November 2010

Skills
Bloomberg, Mutual Funds, Hedge Funds, Equities, Fixed Income, Investments, Securities, Asset Allocation, Series 63, Financial Services, Middle Office, Alternative Investments, Investment Strategies, Trading, Market Data, Investment Management, Retirement Planning, Relationship Management, Bonds, Wealth Management

Education
Fordham University   2001 — 2005
2005, Finance & Marketing

Westchester Community College

Westchester Community College

Rob McGoey, CIA, CRMA Rob McGoey, CIA, CRMA Greater New York City Area Details
Rob McGoey, CIA, CRMA's Pentegra Retirement Services Experience 2012 - Present
Job
Industry Financial Services
Experience
Pentegra Retirement Services   2012 - Present

Skills
Internal Audit, Certified Internal..., COSO, Compliance Audits, Internal Controls, SOX, Enterprise Risk..., Audit Committee, IT Audit, Process Auditing, Audit, Process Reviews, Auditing, Sarbanes-Oxley Act, Quality Auditing, Financial Reporting, Sarbanes-Oxley, Reviews, Corporate Governance, Financial Analysis, US GAAP, Accounting, SOX Compliancy, Assurance, Financial Accounting

Education
Adelphi University   1986 — 1990
BBA, Accounting

Utica College
Classes in Fraud Management

Rich Brolly Rich Brolly Greater New York City Area Details
Rich Brolly's Pentegra Retirement Services Experience September 2009 - Present
Job
Industry Computer Software
Experience
Pentegra Retirement Services   September 2009 - Present
Rhino Information, Inc.   January 2002 - September 2009
Deloitte & Touche, LLP   March 1997 - April 2002
Cascade Technologies, Inc.   August 1992 - February 1997
WorldCom  June 1989 - May 1992

Skills
Visual Basic, XML, JavaScript, C#, Software Development, SDLC, Integration, User Interface Design, T-SQL, CSS, Business Development, ASP.NET, Web Applications, ASP, Product Management, Management, Leadership, CRM

Education
New York Film Academy   2001 — 2002
Director, Film Production

Le Moyne College   1987 — 1991
BS, Industrial Relations

Fordham Prep   1983 — 1987

Greg Hagan Greg Hagan Dallas/Fort Worth Area Details
Greg Hagan's Pentegra Retirement Services Experience February 2011 - January 2013
Job Senior Vice President Sales at Institution Solutions
Industry Financial Services
Experience
Institution Solutions  May 2015 - Present
Insuritas  January 2013 - May 2015
INSURITAS Insurance Aisle Management  2013 - 2014
Pentegra Retirement Services   February 2011 - January 2013
TRE Financial Services   July 2000 - April 2011
Allied Solutions  January 2000 - January 2006
FLS Services, Inc.   October 1993 - December 2000
SWBC  June 1988 - October 1993

Skills
Financial Institutions, Tax Preparation, Insurance, Banking, Income Tax, Tax Returns, Credit Unions, Salesforce.com, Direct Sales, Digital Marketing, Retirement Planning, Financial Services, Sales, New Business Development, 401k, Relationship Management, Coaching, Team Building, Sports Communication, Public Relations, Retirement, Leadership, CRM, Management, Employee Benefits, Pensions, Defined Benefit, Life Insurance, Strategic Partnerships, Business Development, Loans, Financial Analysis, Profit Sharing, Small Business, Consumer Lending, Defined Contribution, Sales Management, Direct Marketing, Strategic Financial..., Retirement Plan..., Marketing, Entrepreneurship, Executive Management, Finance, Financial Advisory, Series 6, Series 63, ERISA, Investments

Education
Texas State University   1983 — 1988
BBA, Journalism

James Madison High School   1980 — 1985

Naida Shaw Naida Shaw Greater Los Angeles Area Details
Naida Shaw's Pentegra Retirement Services Experience 1986 - 1994
Job VP Operations & Admin at KCI Computing Inc.
Industry Computer Software
Experience
KCI Computing Inc.   1995 - Present
Pentegra Retirement Services   1986 - 1994
Bowery Savings Bank  1985 - 1987

Education
Columbia University Graduate School of Business   1978 — 1980
MBA, Economics

State University of New York at Buffalo   1973 — 1977
BS, Economics & Political Science

Steven Leath Steven Leath Greater New York City Area Details
Steven Leath's Pentegra Retirement Services Experience June 2014 - Present
Job Sr. Application Developer
Industry Computer Software
Experience
Pentegra Retirement Services   June 2014 - Present
Leathal1s, LLC   August 1997 - Present
ICON International, Inc.   March 2013 - June 2014
Vodafone  August 2011 - December 2012
Canine Companies   February 2010 - August 2011
Sikorsky Aircraft  June 2009 - December 2009
Vatti-Manhattan Group   June 2008 - March 2009
Broads Unlimited   February 2007 - February 2008
Pulse Creative  2007 - 2008
Boehringer-Ingelheim Pharmaceuticals  April 2006 - January 2007

Skills
Microsoft SQL Server, C#, .NET, ASP.NET, Databases, JavaScript, XML, HTML, Visual Studio, SQL, VB.NET, Web Services, IIS, Database Administration, Software Documentation, Visual Basic, Operating Systems, Microsoft Office, C++, Web Development, Security, SSO, Penetration Testing, Oracle, CSS, jQuery, Web Applications, PHP, AJAX, Integration, Linux, Active Directory, Software Engineering, Troubleshooting, Windows, Business Intelligence, Agile Methodologies, WCF, LINQ, T-SQL, Entity Framework, MVC

Education
University of Maryland University College   2015 — 2017
Master of Science (MS), Cyber security

American Intercontinental University   2012 — 2013
Bachelors Science, Information Technology, 3.0

Greenwich High School   1994 — 1998
Diploma, High School/Secondary Diplomas and Certificates

Central Connecticut State University   1998 — 2002
Bachelors, Computer Science

Michael Randazzo, CFA Michael Randazzo, CFA Greater New York City Area Details
Michael Randazzo, CFA's Pentegra Retirement Services Experience August 2004 - Present
Job V.P. of Investments at Pentegra Retirement Services
Industry Investment Management
Experience
Pentegra Retirement Services   August 2004 - Present
Retirement System Group Inc.  August 2004 - September 2008
Evaluation Associates  October 1997 - August 2004

Education
Seton Hall University   1986 — 1990

Pete Sprague Pete Sprague Greater New York City Area Details
Pete Sprague's Pentegra Retirement Services Experience March 2014 - Present
Job Chief Technology Officer at Pentegra Retirement Services
Industry Financial Services
Experience
Pentegra Retirement Services   March 2014 - Present
Morgan Stanley Smith Barney  June 2009 - March 2014
Morgan Stanley  December 2008 - June 2009
Morgan Stanley  January 2004 - December 2008
Morgan Stanley  2000 - 2004
Morgan Stanley  March 1997 - 2000
Smith Barney  1995 - March 1997
Smith Barney  1993 - 1995
Shearson Lehman Brothers  1991 - 1993

Skills
Wealth Management, Fixed Income, Equities, Securities, Capital Markets, Trading Systems, Portfolio Management, Mutual Funds, Asset Allocation, Market Data, CRM, Business Process..., Financial Services, Asset Management, Strategic Planning, Strategic Financial..., Risk Management, Project Portfolio..., FINRA, Leadership, Operational Risk..., Investment Banking

Education
Marist College   1986 — 1990
BS, Business Marketing

Regina Montrony Regina Montrony Greater New York City Area Details
Regina Montrony's Pentegra Retirement Services Experience August 2008 - Present
Job Manager Tax Exempt & Advisory Services at Pentegra Retirement Services
Industry Financial Services
Experience
Pentegra Retirement Services   August 2008 - Present
Retirement System Group Inc.  November 1999 - August 2008

Skills
Retirement, Mutual Funds, Financial Services, 401k, Tax, Pensions, Strategic Financial..., Investments, Retirement Planning, Defined Benefit, Retirement Plan..., Wealth Management, Financial Planning

Education
Stony Brook University   1993 — 1997

Dave Petrak Dave Petrak Pittsburgh, Pennsylvania Details
Dave Petrak's Pentegra Retirement Services Experience August 2006 - April 2008
Job Accounting Profession Desired
Industry Accounting
Experience
United States Steel and Carnegie Pension Fund   May 2008 - Present
United States Steel  May 2008 - Present
Pentegra Retirement Services   August 2006 - April 2008
Presidential Life Insurance Company  November 2005 - August 2006

Education
University of Pittsburgh
BS, Mathematics

University of Pittsburgh
BA, Nonfiction English Writing

University of Pittsburgh

Robert Hand Robert Hand Greater New York City Area Details
Robert Hand's Pentegra Retirement Services Experience March 2005 - August 2007
Job Producer at Aon Risk Solutions
Industry Health, Wellness and Fitness
Experience
Aon Risk Solutions  July 2013 - Present
Gallagher Benefit Services  October 2011 - March 2013
Aon Consulting  August 2007 - November 2010
Pentegra Retirement Services   March 2005 - August 2007
HSBC Securities  June 2004 - March 2005
TIAA-CREF  October 1990 - April 2004
Blue Cross Blue Shield  1989 - 1990
Fox  1987 - 1989

Education
Saint John's University - Peter J. Tobin College of Business   1993 — 1997
M.B.A., Finance

Saint John's University   1983 — 1987
BS, Communications

Chuck Coldwell, QPA Chuck Coldwell, QPA Greater New York City Area Details
Chuck Coldwell, QPA's Pentegra Retirement Services Experience January 2013 - Present
Job Vice President, Consulting Services at Pentegra Retirement Services
Industry Financial Services
Experience
Pentegra Retirement Services   January 2013 - Present
Pentegra Retirement Services   August 2011 - January 2013
Glenn G. Geiger Company, Inc.   July 2002 - June 2012
Pentegra Retirement Services   1978 - 2002

Skills
Insurance, Account Management, Pensions, Defined Benefit, Employee Benefits, 401k, Retirement, Investments, Retirement Planning, Relationship Management, ERISA, Financial Services, Mutual Funds, Banking, Benefits Administration, BPO, Incentive Programs, Sales, Options, Investment Advisory, Defined Contribution, Profit Sharing, Asset Allocation

Education
Saint Lawrence University   1973 — 1977
Bachelor of Arts (B.A.), Economics/Psychology

Karen LaCasa Karen LaCasa Greater New York City Area Details
Karen LaCasa's Pentegra Retirement Services Experience December 2004 - May 2008
Job Systems Engineer at Edutek Ltd.
Industry Computer Software
Experience
Edutek Ltd   June 2010 - Present
Sungard AvantGard  2008 - June 2010
Sungard  2008 - 2010
Pentegra Retirement Services   December 2004 - May 2008
Thomson Financial  1996 - 2002
The Thomson Corporation  1996 - 2002
Nelson Information  1996 - 2002

Skills
SQL, Project Management, Quality Assurance, System Administration, Investments, Requirements Analysis, Vendor Management, Relationship Management, Integration, Databases, Program Management, Analysis, SDLC, Process Improvement, Software Project..., Business Analysis, Management

Education
Purchase College, SUNY   1990 — 1995

Lisa Schlehuber Lisa Schlehuber Indianapolis, Indiana Details
Lisa Schlehuber's Pentegra Retirement Services Experience January 2008 - Present
Job CEO at Elements Financial
Industry Banking
Experience
Elements Financial  January 2005 - Present
CO-OP Financial Services  May 2011 - Present
Pentegra Retirement Services   January 2008 - Present
Greater Indianapolis Chamber of Commerce  January 2013 - Present
Greater Indianapolis Chamber of Commerce  January 2013 - Present
Board Member and Micro Loan Committee   January 2015 - Present

Skills
Credit, Executive Management, Banking, Mergers & Acquisitions, Loans, Training, Marketing, Risk Management, Portfolio Management, Leadership, Mortgage Lending, Financial Analysis, Team Building, Financial Services, New Business Development, Strategic Planning, Investments, Consumer Lending, Credit Analysis, Budgets, Sales Management, Finance, Business Development, Strategic Financial..., Underwriting, Retail Banking, Credit Risk, Management

Education
DePauw University   1979 — 1983
BA, Economics

Heidi Benton, QKA Heidi Benton, QKA Greenville, South Carolina Area Details
Heidi Benton, QKA's Pentegra Retirement Services Experience July 2006 - Present
Job Account Manager
Industry Accounting
Experience
Pentegra Retirement Services   July 2006 - Present
Elliott Davis, LLC  2006 - 2008

Skills
Profit Sharing, Employee Benefits, Pension Administration, Retirement Plan..., Compliance, Accounting, Retirement, Pensions, 401k, Retirement Planning, Investments, Financial Planning, Financial Services, Benefits Administration, Insurance, Defined Benefit, ERISA, Management

Education
University of North Carolina at Charlotte - Belk College of Business   1987 — 1991
BS Business Administration, Project Management

Dominic Bochiechio Dominic Bochiechio Greater New York City Area Details
Dominic Bochiechio's Pentegra Retirement Services Experience September 2010 - Present
Job Senior Accountant at Pentegra Retirement Services
Industry Accounting
Experience
Pentegra Retirement Services   September 2010 - Present
Broadridge  February 2010 - August 2010
Gupta Tax and Business Services   October 2009 - February 2010

Education
Nazareth College of Rochester   2005 — 2009
B.S, Accounting

Phil Fodera Phil Fodera Manhasset, New York Details
Phil Fodera's Pentegra Retirement Services Experience 1999 - 2001
Job Controller at Council of School Supervisors & Administrators
Industry Nonprofit Organization Management
Experience
Council of School Supervisors & Administrators   January 2009 - Present
League for the Hard of Hearing   December 2005 - December 2008
Legal Aid Society  October 2004 - December 2005
AMWIINS   January 2003 - September 2004
Adelphi University  2001 - 2003
Pentegra Retirement Services   1999 - 2001
Independent Living Association  1994 - 1999

Skills
Financial Analysis, Employee Benefits, Mergers, Risk Management, Accounting, Nonprofits, Staff Development, Mergers & Acquisitions, Revenue Recognition, GAAP, Monthly Close, Management Consulting, Great Plains Software, FRx, Insurance, Benefits Administration, Financial Reporting, Cost Reduction..., Consolidation, Grants, Computerized Systems, Microsoft Dynamics, Oracle, Fund EZ, Investment Management, Cash Management, Auditing, Payroll, Budgeting, General Ledger, Finance, Internal Controls, Year-end Close, Budgets, Financial Accounting

Education
Baruch College   1976 — 1981
BBA, Accounting

Baruch College, City University of New York (CUNY)   1976 — 1981
BBA, Accounting

Jennifer (Bruckert) Burkhart Jennifer (Bruckert) Burkhart Greater New York City Area Details
Jennifer (Bruckert) Burkhart's Pentegra Retirement Services Experience January 2012 - Present
Job Compliance Analyst at Pentegra Retirement Services
Industry Human Resources
Experience
Pentegra Retirement Services   January 2012 - Present
TR Paul   2001 - 2006
Cendant Mobility  1999 - 2001
Cartus (formerly Cendant Mobility)   1999 - 2001

Skills
Pensions, Administration, Profit Sharing, 401k, Excel, Customer Relations, Customer Service, Microsoft Excel, Defined Contribution, Retirement Plan..., Defined Benefit, Employee Benefits, Qualified Retirement..., ERISA, Retirement, Mutual Funds, FINRA, Retirement Planning

Education
State University of New York College at Plattsburgh   1991 — 1994
Bachelor of Science, Mathematics & Secondary Education - Mathematics

Dutchess Community College   1988 — 1990
Associate's Degree, Liberal Arts and Sciences/Liberal Studies

Rhinebeck High School   1984 — 1988

Bill Pieper Bill Pieper Greater New York City Area Details
Bill Pieper's Pentegra Retirement Services Experience August 2008 - Present
Job Vice President at Pentegra Retirement Services
Industry Financial Services
Experience
Pentegra Retirement Services   August 2008 - Present
Retirement System Group Inc.  May 2004 - August 2008
People's United Bank  August 1985 - April 2004
US Army  June 1973 - December 1996
Connecticut National Bank  May 1984 - July 1985
First Bank  August 1982 - February 1984

Skills
Investments, Relationship Management, Mutual Funds, 401k, Retirement Planning, Retirement, Pensions

Education
Long Island University   1981 — 1982
MBA, Finance

University of South Carolina-Columbia   1974 — 1976
MA, Journalism, Advertising/Public Relations

United States Military Academy at West Point   1969 — 1973
BS, Engineering

Henry Tortola Henry Tortola Greater New York City Area Details
Henry Tortola's Pentegra Retirement Services Experience September 2007 - June 2009
Job at Stephen A. Caliendo Accounting Co.
Industry Financial Services
Experience
Pentegra Retirement Services   September 2007 - June 2009
MultiPlan  June 2004 - September 2007
Retirement System Group Inc.  January 2000 - June 2004
CBIZ Retirement Services   February 1984 - January 2000

Skills
Pensions, 401k, Payroll, Human Resources, Software Documentation, Employee Benefits, Insurance, ERISA, Investments, Defined Benefit

Education
Technical Career Institute   1982 — 1984
Electronics

New York Institute of Technology   1980 — 1982
Computer Science

Clinton Institute
Diploma, Computerized Bookkeeping with Quickbooks

William Walter William Walter Greater New York City Area Details
William Walter's Pentegra Retirement Services Experience December 1991 - December 1994
Job Senior Consulting Actuary at Towers Watson
Industry Management Consulting
Experience
Towers Watson  June 1997 - Present
Aon Consulting  December 1994 - June 1997
Pentegra Retirement Services   December 1991 - December 1994

Skills
Defined Benefit, Actuarial Science, Pensions, Pension Funds, ERISA, Pension Administration, ALM, Actuarial Consulting, Retirement, Executive Pay, Actuaries, Employee Benefits

Education
St. John's University
Bachelor's Degree, Acturial Science

Jennifer Putney Jennifer Putney Greater New York City Area Details
Jennifer Putney's Pentegra Retirement Services Experience 2004 - 2009
Job Vice President Total Retirement Solutions Marketing & Strategy Prudential Retirement
Industry Financial Services
Experience
Prudential Retirement  July 2013 - Present
Transamerica Retirement Solutions  February 2010 - July 2013
Chernoff Diamond & Co., LLC   September 2009 - February 2010
Pentegra Retirement Services   2004 - 2009
Guardian Life Insurance  1999 - 2003
Prudential Financial  1993 - 1999
Bank of America NT & SA, San Francisco, CA   1982 - 1987

Skills
Market Research, Marketing Communications, Advertising, Internal Communications, New Business Development, Brand Management, Public Relations, Marketing, Strategy, Creative Direction, Budgets, Management, Investments, Retirement, Sales, Sales Operations, 401k, Marketing Strategy

Education
Sweet Briar College
BA

Joe Komosinski Joe Komosinski Greater New York City Area Details
Joe Komosinski's Pentegra Retirement Services Experience May 1995 - January 2014
Job Technology Professional Retirement Plan Industry
Industry Financial Services
Experience
Pentegra Retirement Services   May 1995 - January 2014
Buck Consultants  January 1993 - April 1995
Godwins, Inc.   January 1986 - December 1992

Skills
MS Project, Microsoft Office, Microsoft SQL Server, Crystal Reports, Project Management, Retirement Benefits, Schwab Retirement..., Budget Process, Flexible Spending..., 401k, Pension Administration, ERISA, Defined Contribution, Retirement, Defined Benefit, Project Planning, Pensions, Qualified Retirement...

Education
State University of New York at Binghamton
Mathematics

Dorothy McCarten CPA, MBA Dorothy McCarten CPA, MBA Greater New York City Area Details
Dorothy McCarten CPA, MBA's Pentegra Retirement Services Experience November 2010 - 2013
Job Senior Tax and Finance Professional
Industry Financial Services
Experience
Global Partners LP  2013 - Present
Pentegra Retirement Services   November 2010 - 2013
Gerald Metals  2007 - 2010
G.E. Aviation   2004 - 2007

Skills
Corporate Tax, Tax Accounting, Mergers & Acquisitions, Internal Controls, Partnership Taxation, Sales & Use Tax..., Tax, Financial Planning, Tax Audits, Accounting, Financial Analysis, Financial Reporting, Auditing, Financial Accounting, Sarbanes-Oxley Act, Financial Modeling, International Tax, Payroll, Tax Research, SEC Filings, Management, Forecasting, Corporate Governance, Income Tax

Education
College of the Holy Cross
Bachelor’s Degree

Fordham Gabelli School of Business
Master of Business Administration (M.B.A.), AAccounting

Jacob Kallupura Jacob Kallupura Greater Boston Area Details
Jacob Kallupura's Pentegra Retirement Services Experience 2005 - 2006
Job Bank Of New York / Mellon
Industry Financial Services
Experience
SallieMae/Upromise   October 2012 - Present
Mercer Investment Consulting  April 2011 - April 2012
BTHR Solutions  May 1994 - 2012
JDN SIGMA MEDICAL LABS   2009 - 2011
Pentegra Retirement Services   2005 - 2006
Bank of America  2000 - 2001
First Data Corporation  1990 - 1993

Skills
ERISA, Coaching, Insurance, Benefits, Employee Benefits, Retirement, Risk Management, Wealth Management, 401k, Pensions, Process Improvement, Retirement Planning, Mergers & Acquisitions, Management, Defined Benefit, Financial Services, Mutual Funds, Deferred Compensation, Defined Contribution, Securities, Series 63, Series 7, Investments, Pension Administration, Investment Advisory, Series 6

Education
Boston University School of Law   1992 — 1993
LL.M, International Banking Law

Westfield State University   1991 — 1992
MS, criminal justice

Law Academy Law College, Trivandrum   1984 — 1987
JD (LL.B), Law

St. Berchman's College   1974 — 1980
BA, English Lit, World History & Sociology

Consiglia Erdenberger Consiglia Erdenberger Chester, New Jersey Details
Consiglia Erdenberger's Pentegra Retirement Services Experience Trade AdministratorPentegra Retirement ServicesMay 2014 - Present
Job Experienced Retirement Plan Administrator
Industry Financial Services
Experience
Pentegra Retirement Services   Trade AdministratorPentegra Retirement ServicesMay 2014 - Present
Coro Lirico   June 2005 - November 2013
National Westminster Bank  June 1992 - June 1994
Communications Satellite Corp   March 1988 - December 1990
NRECA  October 1987 - March 1988
American Pioneer Savings Bank  January 1986 - July 1987
Bankers Trust Co.  August 1984 - June 1985

Skills
Market Knowledge, Sellers Agent, Buyers Agent, Employee Benefits, Investments, Finance, Mutual Funds, Pensions, Banking, Cash Flow, Defined Contribution, Brokerage, Trading, Sales, Sales Management, System Administration, Strategic Planning, Marketing, Marketing Strategy, New Business Development, Customer Service, Benefits Administration, Commercial Real Estate, Analysis, Financial Analysis

Education
Rutgers, The State University of New Jersey-New Brunswick   1980 — 1984
BA, Economics

Ken Montgomery Ken Montgomery Jacksonville, Florida Area Details
Ken Montgomery's Pentegra Retirement Services Experience March 2003 - March 2006
Job retired financial services executive
Industry Financial Services
Experience
Retired Financial Services Executive   January 2008 - August 2009
Pentegra Retirement Services   March 2003 - March 2006
cigna retirement services  2001 - 2003
Prudential Retirement Services  December 1998 - March 2001
Putnam Investments  August 1995 - November 1998
Putnam Investments  1995 - 1998
JPMorgan Chase  September 1986 - August 1995
Chemical Bank  1987 - 1995
JP Morgan  1986 - 1995
IBM  December 1972 - August 1986

Education
Stanford University Graduate School of Business   1984 — 1985
Masters of Science in Management, Business Administration

Haslam College of Business at the University of Tennessee   1968 — 1972
BS-Accounting, Accounting

Amy Morneweck Amy Morneweck Greater New York City Area Details
Amy Morneweck's Pentegra Retirement Services Experience August 2008 - Present
Job Director, Quality Control and Trading at Pentegra Retirement Services
Industry Financial Services
Experience
Pentegra Retirement Services   August 2008 - Present
Retirement System Group Inc.  August 2001 - August 2008
Riverdale Country School  September 1995 - June 2001

Education
Oberlin College   1991 — 1995
BA, Math and Latin, With Honors

Nicholas Byrnes Nicholas Byrnes Greater New York City Area Details
Nicholas Byrnes's Pentegra Retirement Services Experience October 2006 - August 2007
Job Financial Services Professional
Industry Financial Services
Experience
Morgan Stanley  August 2007 - Present
Pentegra Retirement Services   October 2006 - August 2007
TD Ameritrade  July 2003 - June 2006

Skills
Series 7, Equities, Fixed Income, Hedge Funds, Investments, Securities, Bloomberg

Education
Fordham University   1998 — 2002
BA, Economics

Edward Meadows, CPC, CEBS Edward Meadows, CPC, CEBS Greater New York City Area Details
Edward Meadows, CPC, CEBS's Pentegra Retirement Services Experience September 2015 - Present
Job Systems and Services Analyst at Pentegra Retirement Services
Industry Financial Services
Experience
Pentegra Retirement Services   September 2015 - Present
Altigro Financial Group   April 2013 - September 2015
OneAmerica  November 2010 - January 2013
Milliman, Inc  January 2008 - October 2009
EPIC Advisors, Inc  January 2006 - November 2007
HSBC Bank  April 2003 - December 2005
Buck Consultants/Mellon Financial Corporation   November 1997 - February 2002
Geller & Wind, Ltd   April 1994 - October 1997

Skills
Process Improvement, Project Management, Employee Benefits, Pensions, Retirement, Defined Benefit, Insurance, Deferred Compensation, 401k, Benefits Administration, Health Insurance, Vendor Management, Life Insurance, Risk Management, Defined Contribution

Education
State University of New York at Stony Brook
B.S. Degree, Mathematics

Daniel Aiello Daniel Aiello Greater New York City Area Details
Daniel Aiello's Pentegra Retirement Services Experience June 2009 - December 2009
Job Financial Analyst at Sikorsky Aircraft
Industry Accounting
Experience
Sikorsky Aircraft  December 2014 - Present
Self Employed  September 2007 - Present
Barrington Media Group  September 2011 - April 2014
Town of Cheshire  April 2011 - August 2011
Pentegra Retirement Services   June 2009 - December 2009
Smith Barney  2008 - 2009

Skills
Finance, Financial Analysis, Investments, Microsoft Excel, Account Reconciliation, Accounts Receivable, Accounting, Financial Modeling, Financial Reporting, Portfolio Management, Microsoft Office, Equities, Analysis, Corporate Finance, Budgets, Financial Risk

Education
Sacred Heart University   2007 — 2009
BS, Finance

Housatonic Community College   2004 — 2007
Associates, Accounting

Steven Avila Steven Avila Greater New York City Area Details
Steven Avila's Pentegra Retirement Services Experience August 2010 - September 2011
Job Senior Accounting Analyst at Atlas Air
Industry Accounting
Experience
Atlas Air  April 2012 - Present
Pentegra Retirement Services   August 2010 - September 2011
California Closets  August 2009 - August 2010
Rental Resources   July 2005 - August 2009

Skills
Financial Reporting, Accounting, Internal Controls

Education
City University of New York-Herbert H. Lehman College   2007 — 2009
Bachelor of Science, Accounting

University at Albany, SUNY   1999 — 2005
Bachelor of Arts, Political Science

Fatemeh Choopani Fatemeh Choopani Greater New York City Area Details
Fatemeh Choopani's Pentegra Retirement Services Experience December 2013 - March 2014
Job Senior Data Analyst at CMO The Care Management Company of Montefiore Medical Center
Industry Information Technology and Services
Experience
CMO - MIS / Montefiore Medical Center   April 2014 - Present
Pentegra Retirement Services   December 2013 - March 2014
ExperSolve   June 2013 - November 2013
CUNY, Graduate Center  August 2010 - January 2012
City University of New York  September 2010 - August 2011
Brooklyn College  2011 - 2011
John Jay College  September 2010 - December 2010
BENA Property Inc. in collaboration with Ilex foundation   July 2008 - June 2009
New York City Department of Social Services, HRA   2005 - 2008
Farhang No , Private School   2001 - 2004

Skills
C#, Visual Studio, MySQL, Microsoft SQL Server, Web Applications, ASP.NET, SQL, Dreamweaver, jQuery, Programming, XML, Python, HTML, Photoshop, Windows, JavaScript, Java, Databases, AJAX, Integration, Web Design, JSON, ADO.NET, DHTML, CSS, VB.NET, Web Development, C++, Database Design, PHP, .NET, HTML 5, XHTML, Eclipse, Design Patterns, Visual Studio .Net, SQL Server, SQL CE (Compact Edition), Image Ready, Macromedia Dreamweaver, CMS (Joomla, Drupal), Visual Basic (VB),, SSIS

Education
City University of New York   2006 — 2011
Masters Degree, Civil Engineering, Computer Science

Islamic Azad University   1999 — 2003
BS, Computer Science

Amanda Harrold Amanda Harrold Greater Denver Area Details
Amanda Harrold's Pentegra Retirement Services Experience 2004 - 2007
Job Retirement Plan Professional / Dir. Business Development at the Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group  January 2007 - Present
Pentegra Retirement Services   2004 - 2007
Morgan Stanley Wealth Management  1998 - 2002

Skills
401k, Retirement, Retirement Plan..., Retirement Planning, Fixed Income, Defined Benefit, Pensions, Series 7, Series 63, Financial Advisory, Mutual Funds

Education
DePaul University - Charles H. Kellstadt Graduate School of Business   1999 — 2002
Master of Business Administration (M.B.A.), Finance, General

Purdue University   1988 — 1992
Bachelor's degree, Business, Management, Marketing, and Public Relations

Joe Dwuznik Joe Dwuznik Greater Minneapolis-St. Paul Area Details
Joe Dwuznik's Pentegra Retirement Services Experience July 2014 - February 2015
Job Development Director at Dowell Management
Industry Financial Services
Experience
Dowell Management   February 2015 - Present
Pentegra Retirement Services   July 2014 - February 2015
Mancini's Char House   October 2012 - February 2015
Upper Midwest Automated Clearing House Association   March 2011 - September 2012
American Bank  June 2003 - November 2009
American Bank of Saint Paul   June 2003 - November 2009
American Bank of St. Paul  June 2003 - November 2009
J. T. Miller Company   March 2003 - June 2003
Minnesota Bankers Association  August 2000 - February 2003
Minnesota Bankers Association  August 1996 - August 2000

Skills
New Business Development, Sales Presentations, Direct Sales, Banking, CRM, Business Planning, Training, Strategic Planning, Risk Management, Customer Service, Business Development, Management, Small Business Lending, Recruiting, Relationship Management, Commercial Lending, Credit Analysis, Commercial Banking, Portfolio Management, Sales, Marketing, Loans, Insurance, Contract Negotiation, Credit

Education
Minnesota State University, Mankato   1972 — 1975
Business Administration and Management, General

Mankato State College
Business Administration

Gerard A. Graham Gerard A. Graham Greater New York City Area Details
Gerard A. Graham's Pentegra Retirement Services Experience November 2008 - August 2009
Job Business Analyst & Project Management Professional
Industry Logistics and Supply Chain
Experience
Northeast Utilities  June 2014 - Present
ClearEdge Power  September 2013 - May 2014
Universal Staffing: International Aerospace Engines (IAE): a division of Pratt & Whitney   May 2013 - August 2013
Sikorsky Aircraft  July 2010 - July 2012
Pentegra Retirement Services   November 2008 - August 2009
Pratt & Whitney  January 2008 - September 2008
Liberty Mutual  May 2007 - December 2007
People's United Bank  June 2004 - April 2007

Skills
Materials Management, Data & Root Cause..., Purchase Ordering, Operation Management, Vendor & Contract..., Inventory Management, Procedures Development, Project Management, Analysis, Budgets, Visio, Data Analysis, Root Cause Analysis, Aerospace, Warehousing, Microsoft Excel, Continuous Improvement, Cross-functional Team..., Process Improvement, Logistics, MS Project, Strategy, Marketing, Customer Service, Marketing Strategy, Business Process..., Vendor Management, Databases, Project Planning, Program Management, Operations Management, Management, Purchase Orders

Education
Capella University   2010 — 2012
MBA, General Business Administration

Southern Connecticut State University   2005 — 2009
Bachelors, Business Administration/Marketing

Gateway Technical Community College   2003 — 2005
A.S., General Studies

Career High School?   1999 — 2002

Fred Slade Fred Slade Greater New York City Area Details
Fred Slade's Pentegra Retirement Services Experience May 2007 - Present
Job Senior Director, Investments at Pentegra Retirement Services
Industry Financial Services
Experience
Pentegra Retirement Services   May 2007 - Present
Guggenheim Partners  July 2006 - March 2007
Citigroup Asset Management  January 1997 - March 2006
NYNEX Corporation (now Verizon)   July 1984 - December 1996

Skills
Hedge Funds, Mutual Funds, Equities, Investments, Asset Allocation, Fixed Income, Series 7, Alternative Investments, Portfolio Management, 401k, Investment Management, Series 63, Investment Advisory, Investment Strategies, Asset Management, Securities, Pensions, Retirement, Pension Funds, Financial Services, Capital Markets, Economics

Education
University of Pennsylvania   1976 — 1981
MA, PhD, Economics

University of Pennsylvania   1972 — 1976
BA, Magna cum Laude, Economics

Anthony Villani, CPA Anthony Villani, CPA Greater New York City Area Details
Anthony Villani, CPA's Pentegra Retirement Services Experience May 2010 - August 2010
Job General Accountant at Endurance
Industry Accounting
Experience
Endurance  May 2011 - Present
PepsiCo  September 2010 - May 2011
Pentegra Retirement Services   May 2010 - August 2010
Holtz Rubenstein Reminick LLP  January 2008 - April 2010
JPMorgan Chase  July 2006 - December 2009
Pilgrim Pharmacy   October 2003 - January 2008
Jimmy Vacca Campaign for City Council   June 2005 - September 2005

Skills
Accounting, Accounts Payable, Accounts Receivable, Bank Reconciliation, Balance, Financial Analysis, Financial Reporting, QuickBooks, General Ledger, Microsoft Excel, Financial Accounting, Internal Controls, Outlook, Microsoft Word, Account Reconciliation, Analysis, Journal Entries, Fixed Assets, Accruals, Variance Analysis, Auditing

Education
Iona College   2007 — 2009
BA, Accounting

SUNY Westchester Community College   2005 — 2006
AA, Liberal Arts-Social Science

ROBERT ZARNOCH, RPA ROBERT ZARNOCH, RPA Greater New York City Area Details
ROBERT ZARNOCH, RPA's Pentegra Retirement Services Experience September 2006 - March 2008
Job Retirement Plans Manager at The Lane Construction Corporation
Industry Human Resources
Experience
The Lane Construction Corporation  December 2013 - Present
Reed Elsevier  March 2011 - December 2013
Skadden, Arps  March 2008 - March 2011
Pentegra Retirement Services   September 2006 - March 2008
Diversified Investment Advisors  September 2005 - August 2006

Skills
Pensions, Employee Benefits, Retirement, Excel, 401k, 401k Rollovers, Deferred Compensation, Non-Qualified Deferred..., Defined Benefit, Defined Contribution, Pension Administration, Mergers, Retirement Planning, PeopleSoft, ERISA, Qualified Retirement..., Retirement Benefits, ADP Payroll, Due Diligence, Benefits Administration, Microsoft Excel

Education
Pace University - Lubin School of Business   2001 — 2005
Bachelor of Business Administration, Management; Management

Michael Nardone Michael Nardone Greater New York City Area Details
Michael Nardone's Pentegra Retirement Services Experience January 2012 - Present
Job Director, Finance at Pentegra Retirement Services
Industry Financial Services
Experience
Pentegra Retirement Services   January 2012 - Present
Pentegra Retirement Services   January 2007 - December 2011
Pentegra Retirement Services   January 2006 - December 2006
Pentegra Retirement Services   November 2004 - December 2005

Skills
Financial Analysis, 401k, Accounting, Strategic Financial..., Financial Services, Financial Reporting, Mutual Funds, Asset Management, Pensions, Investments, Asset Allocation, Employee Benefits, Retirement, Portfolio Management, Relationship Management, Finance

Education
State University of New York College at Brockport   1989 — 1993
Bachelor of Applied Science (B.A.Sc.), Accounting

Hendrick Hudson High School

Jan Schultz Jan Schultz Greater New York City Area Details
Jan Schultz's Pentegra Retirement Services Experience August 2008 - Present
Job Senior Investment Analyst Pentegra
Industry Financial Services
Experience
Pentegra Retirement Services   August 2008 - Present
RSI Retirement Trust   August 2007 - Present
RSGroup   December 1998 - August 2008

Skills
Defined Benefit, Investments, Mutual Funds, Retirement, Pensions, Asset Allocation, Investment Advisory, Alternative Investments, Financial Services, Retirement Planning, Equities

Education
University of Wisconsin-Madison   1987 — 1993
Ph.D., Medical Microbiology & Immunology

Stony Brook University   1981 — 1985
B.S., Biology

Caroline Sanfilippo Caroline Sanfilippo Greater New York City Area Details
Caroline Sanfilippo's Pentegra Retirement Services Experience December 2014 - Present
Job Compliance Specialist at Pentegra Retirement Services
Industry Financial Services
Experience
Pentegra Retirement Services   December 2014 - Present
Pentegra Retirement Services   2009 - 2014
Pentegra Retirement Services   2005 - 2009
Pentegra Retirement Services   2003 - 2005

Skills
Employee Benefits, Defined Contribution, 401k, Analysis, Investments, Mutual Funds, Financial Services, Retirement Planning

Education
Long Island University-Westchester Campus
Master of Business Administration (MBA), International Business

Iona College
Bachelor of Arts (B.A.), Finance, General

Jeffrey Autero Jeffrey Autero Greater New York City Area Details
Jeffrey Autero's Pentegra Retirement Services Experience September 2014 - Present
Job Director at Pentegra Retirement Services
Industry Financial Services
Experience
Pentegra Retirement Services   September 2014 - Present
JPMorgan Chase  October 2007 - September 2014
Circle Trust Co.   January 2000 - October 2007
PIMCO  July 1996 - January 2000

Skills
Loans, Series 7, Credit, Fixed Income, Series 63, Mortgage Lending, Equities, Commercial Lending, Portfolio Management, Small Business Lending, Credit Analysis, Mutual Funds, Financial Services, Wealth Management, Relationship Management, Investments, Asset Management

Education
Mercy College
Associate's degree, Business Administration and Management, General

craig giordano craig giordano Amawalk, New York Details
craig giordano's Pentegra Retirement Services Experience December 2006 - October 2011
Job Financial Services Professional
Industry Financial Services
Experience
Pentegra Retirement Services   December 2006 - October 2011
Pentegra Retirement Services   2007 - 2011
Aegon/Diversified Investment Advisors   January 2002 - January 2006
Aegon/Diversified Investment Advisors   April 1998 - January 2000
Aegon/ Diversified Investment Advisors   April 1997 - April 1998

Education
Pace University
Bachelor of Science, Marketing and Management

Jerrilyn Johnson Jerrilyn Johnson Greenville, South Carolina Area Details
Jerrilyn Johnson's Pentegra Retirement Services Experience September 2010 - Present
Job Senior Account Manager at Pentegra Retirement Services
Industry Financial Services
Experience
Pentegra Retirement Services   September 2010 - Present
Integra Benefits Consulting LLC   March 2006 - September 2010
BB&T  June 1998 - February 2006

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Public Speaking, HTML, QKA ASPPA Certified

Education
Clemson University   1989 — 1992
Bachelor's degree, Finance and Financial Management Services

Greenville Technical College   1985 — 1987
Associate's degree, Marketing

Patrick Boggs Patrick Boggs Clemson, South Carolina Details
Patrick Boggs's Pentegra Retirement Services Experience June 2014 - Present
Job Student at Clemson University
Industry Accounting
Experience
Pentegra Retirement Services   June 2014 - Present
Clemson University Housing & Dining   August 2013 - Present
Redner's Warehouse Markets  June 2013 - August 2013

Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Peachtree, Organization, Time Management, Motivation, Mentoring, Campus Ministry, Public Speaking, Swimmer, Leadership, Teamwork

Education
Clemson University   2012 — 2016
Bachelor of Science (BS), Accounting

Oxford Area High School   2008 — 2012
High School Diploma, General Studies

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