Plan Data, Inc.
Plan Data, Inc. List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Plan Data, Inc.. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Plan Data, Inc. Salaries. You can even request information on how much does Plan Data, Inc. pay if you want to. Learn about salaries, pros and cons of working for Plan Data, Inc. directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
10 Plan Data, Inc. employees in database. Find out everything there's to know about Plan Data, Inc. employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Plan Data, Inc. Employees
Employee
Years
Job
Industry
Debbie Matustik Debbie Matustik's Plan Data, Inc. Experience October 1991 - June 1995
Job Managing Director; Retirement Plan Advisor, Pensionmark Austin
Industry Financial Services
Experience
Pensionmark Financial Group July 2012 - Present
ASSURE Financial Services May 2010 - July 2012
LS Retirement Services, Member Firm of National Retirement Partners January 2010 - May 2010
UBS Financial Services April 2006 - January 2010
The 401(k) Company June 1995 - October 2005
Plan Data, Inc. October 1991 - June 1995
Skills
401k, Retirement Plan..., Investments, IRAs, Retirement Planning, Retirement, Investment Advisory, Mutual Funds, Financial Advisory, ERISA, Defined Contribution, Defined Benefit, Pensions, Investment Management, Asset Allocation, Estate Planning, Business Planning, FINRA, Financial Services, Securities, Series 6, Series 7, Series 63
Education
The University of Texas at Austin - Red McCombs School of Business 1983 — 1985
MBA, Finance and Accounting
Trinity University 1978 — 1982
Bachelor of Science in Business Administration, Marketing, Management
Pensionmark Financial Group July 2012 - Present
ASSURE Financial Services May 2010 - July 2012
LS Retirement Services, Member Firm of National Retirement Partners January 2010 - May 2010
UBS Financial Services April 2006 - January 2010
The 401(k) Company June 1995 - October 2005
Plan Data, Inc. October 1991 - June 1995
Skills
401k, Retirement Plan..., Investments, IRAs, Retirement Planning, Retirement, Investment Advisory, Mutual Funds, Financial Advisory, ERISA, Defined Contribution, Defined Benefit, Pensions, Investment Management, Asset Allocation, Estate Planning, Business Planning, FINRA, Financial Services, Securities, Series 6, Series 7, Series 63
Education
The University of Texas at Austin - Red McCombs School of Business 1983 — 1985
MBA, Finance and Accounting
Trinity University 1978 — 1982
Bachelor of Science in Business Administration, Marketing, Management
Julie Reinhardt Julie Reinhardt's Plan Data, Inc. Experience June 1997 - September 2000
Job Associate Advisor at Maxwell Locke & Ritter LLP
Industry Investment Management
Experience
Maxwell Locke & Ritter LLP September 2007 - Present
The Standard May 2006 - September 2007
Invesmart September 2000 - June 2006
Plan Data, Inc. June 1997 - September 2000
Leander ISD December 1994 - June 1997
Education
The University of Texas at Austin 1991 — 1994
Bachelor of Arts, Math
Maxwell Locke & Ritter LLP September 2007 - Present
The Standard May 2006 - September 2007
Invesmart September 2000 - June 2006
Plan Data, Inc. June 1997 - September 2000
Leander ISD December 1994 - June 1997
Education
The University of Texas at Austin 1991 — 1994
Bachelor of Arts, Math
Lisa Keckler Lisa Keckler's Plan Data, Inc. Experience June 1995 - April 1998
Job VP & Relationship Manager, Institutional Retirement & Trust at Wells Fargo
Industry Financial Services
Experience
Wells Fargo December 2011 - Present
ML&R Wealth Management/Maxwell Locke & Ritter October 2007 - December 2011
Standard Insurance Company July 2006 - October 2007
Invesmart, Inc. December 2003 - July 2006
Plan Data, Inc. and Invesmart, Inc. April 1998 - December 2003
Plan Data, Inc. June 1995 - April 1998
Plan Data, Inc. November 1992 - June 1995
RHL Architects June 1991 - September 1992
Skills
Retirement Plan..., Fiduciary, 401k, ERISA, Profit Sharing, Pensions, Defined Contribution, Employee Benefits, Qualified Retirement..., Financial Advisory, Retirement, Management, Retirement Planning, Investments, Financial Services, Investment Advisory
Education
University of Notre Dame 1987 — 1991
B.A. with honors, English and Philosophy
Wells Fargo December 2011 - Present
ML&R Wealth Management/Maxwell Locke & Ritter October 2007 - December 2011
Standard Insurance Company July 2006 - October 2007
Invesmart, Inc. December 2003 - July 2006
Plan Data, Inc. and Invesmart, Inc. April 1998 - December 2003
Plan Data, Inc. June 1995 - April 1998
Plan Data, Inc. November 1992 - June 1995
RHL Architects June 1991 - September 1992
Skills
Retirement Plan..., Fiduciary, 401k, ERISA, Profit Sharing, Pensions, Defined Contribution, Employee Benefits, Qualified Retirement..., Financial Advisory, Retirement, Management, Retirement Planning, Investments, Financial Services, Investment Advisory
Education
University of Notre Dame 1987 — 1991
B.A. with honors, English and Philosophy
Kim Ninh Kim Ninh's Plan Data, Inc. Experience 1995 - 1997
Job Managing Director at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2011 - Present
Fidelity Investments January 2006 - January 2010
Fidelity Investments 2009 - 2010
Fidelity Investments 2000 - 2004
Rudd and Wisdom 1997 - 2000
Plan Data, Inc. 1995 - 1997
Skills
Employee Benefits, Investments, Retirement Planning, Pensions, Management, Analysis, Defined Contribution, CRM, Business Planning, Customer Service
Education
The University of Texas at San Antonio 1990 — 1993
Bachelor of Business Administration (BBA), Finance, General
Fidelity Investments March 2011 - Present
Fidelity Investments January 2006 - January 2010
Fidelity Investments 2009 - 2010
Fidelity Investments 2000 - 2004
Rudd and Wisdom 1997 - 2000
Plan Data, Inc. 1995 - 1997
Skills
Employee Benefits, Investments, Retirement Planning, Pensions, Management, Analysis, Defined Contribution, CRM, Business Planning, Customer Service
Education
The University of Texas at San Antonio 1990 — 1993
Bachelor of Business Administration (BBA), Finance, General
Linda Badilo Linda Badilo's Plan Data, Inc. Experience 1992 - 1996
Job Director, Client Executive at Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions August 2011 - Present
Diversified Investment Advisors to Diversified Partners in Retirement Solutions August 2011 - March 2013
Charles Schwab July 2000 - July 2011
The 401(k) Company July 2000 - July 2011
The 401(k) Company July 1996 - July 2000
Plan Data, Inc. 1992 - 1996
Jefferson Pilot Financial 1990 - 1992
Skills
401k, Retirement Plan..., ERISA, Profit Sharing, Retirement, Defined Benefit, Pensions, Defined Contribution, Qualified Retirement..., Series 63, Retirement Planning, Series 6, Pension Administration, Employee Benefits, Asset Allocation, Mutual Funds
Education
Guilford College 1987 — 1990
BA, Business Administration, minor in Accounting
Transamerica Retirement Solutions August 2011 - Present
Diversified Investment Advisors to Diversified Partners in Retirement Solutions August 2011 - March 2013
Charles Schwab July 2000 - July 2011
The 401(k) Company July 2000 - July 2011
The 401(k) Company July 1996 - July 2000
Plan Data, Inc. 1992 - 1996
Jefferson Pilot Financial 1990 - 1992
Skills
401k, Retirement Plan..., ERISA, Profit Sharing, Retirement, Defined Benefit, Pensions, Defined Contribution, Qualified Retirement..., Series 63, Retirement Planning, Series 6, Pension Administration, Employee Benefits, Asset Allocation, Mutual Funds
Education
Guilford College 1987 — 1990
BA, Business Administration, minor in Accounting
Kathryn Stern Kathryn Stern's Plan Data, Inc. Experience 1997 - 1999
Job Account Executive at Apple Inc.
Industry Computer Hardware
Experience
Apple Inc. October 2010 - Present
School of Invention January 2010 - April 2010
Dell 2006 - 2009
Dell 2005 - 2006
AISD 2003 - 2005
Dell, Inc. 1999 - 2003
Plan Data, Inc. 1997 - 1999
Colcom, Inc 1996 - 1998
Skills
Salesforce.com, Lead Generation, Marketing Strategy, Business Development, Social Media, Event Planning, Facebook, Forecasting, Content Development, Community Sites, Cross-functional..., Pipeline Management, Diplomacy, Account Management, Solution Selling, Sales, Marketing, E-commerce, Leadership, Management
Education
The University of Texas at Austin 1990 — 1995
BBA
Apple Inc. October 2010 - Present
School of Invention January 2010 - April 2010
Dell 2006 - 2009
Dell 2005 - 2006
AISD 2003 - 2005
Dell, Inc. 1999 - 2003
Plan Data, Inc. 1997 - 1999
Colcom, Inc 1996 - 1998
Skills
Salesforce.com, Lead Generation, Marketing Strategy, Business Development, Social Media, Event Planning, Facebook, Forecasting, Content Development, Community Sites, Cross-functional..., Pipeline Management, Diplomacy, Account Management, Solution Selling, Sales, Marketing, E-commerce, Leadership, Management
Education
The University of Texas at Austin 1990 — 1995
BBA
Donna Schecher's Plan Data, Inc. Experience 1991 - 1993
Job Consultant at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group February 1990 - Present
Plan Data, Inc. 1991 - 1993
Skills
401k, Retirement, Defined Benefit, Employee Benefits, ERISA
Education
The University of Texas-Pan American 1980 — 1983
Bachelor of Business Administration (B.B.A.), Finance, General
Principal Financial Group February 1990 - Present
Plan Data, Inc. 1991 - 1993
Skills
401k, Retirement, Defined Benefit, Employee Benefits, ERISA
Education
The University of Texas-Pan American 1980 — 1983
Bachelor of Business Administration (B.B.A.), Finance, General
Mary Lois Recio's Plan Data, Inc. Experience August 1993 - December 1999
Job Sr. Analyst, Business Development Support at Charles Schwab
Industry Human Resources
Experience
Charles Schwab July 2014 - Present
Charles Schwab January 2011 - June 2014
Plan Data, Inc. August 1993 - December 1999
Dresser Industries Inc. June 1981 - August 1993
Skills
ERISA, Retirement, Finance, Management, 401k, Retirement Planning, Due Diligence, Securities, Pensions, Benefits Administration, Mutual Funds, Investments, Financial Services, Defined Contribution, Defined Benefit, Financial Advisory
Education
Dallas Baptist University 1989 — 1992
MBA, Finance
Southwest TX State University 1975 — 1978
BS, Education
Charles Schwab July 2014 - Present
Charles Schwab January 2011 - June 2014
Plan Data, Inc. August 1993 - December 1999
Dresser Industries Inc. June 1981 - August 1993
Skills
ERISA, Retirement, Finance, Management, 401k, Retirement Planning, Due Diligence, Securities, Pensions, Benefits Administration, Mutual Funds, Investments, Financial Services, Defined Contribution, Defined Benefit, Financial Advisory
Education
Dallas Baptist University 1989 — 1992
MBA, Finance
Southwest TX State University 1975 — 1978
BS, Education
Diana DeForest's Plan Data, Inc. Experience May 1985 - November 1985
Job Project Manager at IMRG, Inc
Industry Financial Services
Experience
IMRG, Inc. June 2012 - Present
IMRG, Inc. September 2009 - June 2012
LifeSkills November 2008 - August 2009
D.L. Skully & Associates August 2002 - June 2008
D.L. Skully & Associates April 2002 - August 2002
Administrative Pension Services, Inc. January 1986 - July 1986
Plan Data, Inc. May 1985 - November 1985
Skills
Pension Administration, Defined Benefit
Education
Cleveland State University 2007 — 2009
Master's Studies, Secondary Education and Teaching
The University of Texas at Austin 1983 — 1984
Doctoral Studies, Finance, General
University of Houston 1982 — 1984
Master of Business Administration (M.B.A.), Finance, General
University of Houston 1978 — 1982
Bachelor of Business Administration (B.B.A.), Finance, General
IMRG, Inc. June 2012 - Present
IMRG, Inc. September 2009 - June 2012
LifeSkills November 2008 - August 2009
D.L. Skully & Associates August 2002 - June 2008
D.L. Skully & Associates April 2002 - August 2002
Administrative Pension Services, Inc. January 1986 - July 1986
Plan Data, Inc. May 1985 - November 1985
Skills
Pension Administration, Defined Benefit
Education
Cleveland State University 2007 — 2009
Master's Studies, Secondary Education and Teaching
The University of Texas at Austin 1983 — 1984
Doctoral Studies, Finance, General
University of Houston 1982 — 1984
Master of Business Administration (M.B.A.), Finance, General
University of Houston 1978 — 1982
Bachelor of Business Administration (B.B.A.), Finance, General