Plan Sponsor Advisors
Industry: Company
DescriptionFounded: 2002 Parent organization: Pavilion Advisory Group Inc.
Plan Sponsor Advisors List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Plan Sponsor Advisors. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Plan Sponsor Advisors Employees
Employee
Years
Job
Industry
Katherine Murphy, PHR, SHRM-CP Katherine Murphy, PHR, SHRM-CP's Plan Sponsor Advisors Experience June 2010 - June 2011
Job Human Resources Consultant
Industry Human Resources
Experience
Independent Contractor January 2014 - Present
Plan Sponsor Advisors June 2010 - June 2011
Plan Sponsor Advisors July 2007 - June 2011
DHR International June 2005 - July 2007
North Park University August 2002 - May 2005
Gloria Jeans Coffees 1999 - 2005
Education
Northeastern Illinois University 2008 — 2010
MA, Human Resource Development
North Park University 2002 — 2005
BA, Psychology
Independent Contractor January 2014 - Present
Plan Sponsor Advisors June 2010 - June 2011
Plan Sponsor Advisors July 2007 - June 2011
DHR International June 2005 - July 2007
North Park University August 2002 - May 2005
Gloria Jeans Coffees 1999 - 2005
Education
Northeastern Illinois University 2008 — 2010
MA, Human Resource Development
North Park University 2002 — 2005
BA, Psychology
Melissa Lambe Melissa Lambe's Plan Sponsor Advisors Experience February 2013 - November 2014
Job Consultant Retirement Services at Lockton Companies
Industry Financial Services
Experience
Lockton Companies November 2014 - Present
Plan Sponsor Advisors February 2013 - November 2014
Aon Hewitt September 2009 - February 2013
Skills
Employee Benefits, Management, Process Improvement, Analysis, Data Analysis, Leadership, Project Management, Customer Service, Healthcare, Finance, Training, Retirement Benefits, Retirement Plan..., Health & Welfare..., Health & Welfare..., Strategy, Benefits Administration, Performance Management, Vendor Management, Insurance, CRM, Recruiting, Employee Relations, Microsoft Excel
Education
Creighton University 2005 — 2009
Bachelor of Science (B.S.)
Lockton Companies November 2014 - Present
Plan Sponsor Advisors February 2013 - November 2014
Aon Hewitt September 2009 - February 2013
Skills
Employee Benefits, Management, Process Improvement, Analysis, Data Analysis, Leadership, Project Management, Customer Service, Healthcare, Finance, Training, Retirement Benefits, Retirement Plan..., Health & Welfare..., Health & Welfare..., Strategy, Benefits Administration, Performance Management, Vendor Management, Insurance, CRM, Recruiting, Employee Relations, Microsoft Excel
Education
Creighton University 2005 — 2009
Bachelor of Science (B.S.)
Angelo Auriemma, CFA Angelo Auriemma, CFA's Plan Sponsor Advisors Experience May 2009 - Present
Job Director, Investment Services
Industry Investment Management
Experience
Plan Sponsor Advisors May 2009 - Present
Woodley Farra Manion Portfolio Management May 2004 - February 2009
National City Bank August 1997 - April 2004
LaSalle Bank January 1991 - August 1997
Skills
Portfolio Management, Banking, ERISA, Retirement Planning, Investments, Retirement Plan..., Retirement, Investment Management, Financial Advisory, Finance, Asset Allocation, 401k, Investment Strategies, Asset Management, Mutual Funds
Education
Purdue University 1987 — 1991
BS, Economics
Fenwick H.S.
Plan Sponsor Advisors May 2009 - Present
Woodley Farra Manion Portfolio Management May 2004 - February 2009
National City Bank August 1997 - April 2004
LaSalle Bank January 1991 - August 1997
Skills
Portfolio Management, Banking, ERISA, Retirement Planning, Investments, Retirement Plan..., Retirement, Investment Management, Financial Advisory, Finance, Asset Allocation, 401k, Investment Strategies, Asset Management, Mutual Funds
Education
Purdue University 1987 — 1991
BS, Economics
Fenwick H.S.
Addison Grosvenor's Plan Sponsor Advisors Experience January 2011 - December 2011
Job Program Management | Ambitious | Self Motivated
Industry
Experience
YMCA of the USA March 2013 - Present
Plan Sponsor Advisors January 2011 - December 2011
H&M 2010 - 2011
Skills
Access, Customer Service, Multi Tasking, Organization, Microsoft Excel, Outlook, PowerPoint, Microsoft Office, Microsoft Word, Highly detail oriented, Meeting Planning, Spanish, Teamwork
Education
DePaul University 2008 — 2012
Bachelor of Science, Finance and Business Management
Universitat Autònoma de Barcelona
Fall 2011, International Business
YMCA of the USA March 2013 - Present
Plan Sponsor Advisors January 2011 - December 2011
H&M 2010 - 2011
Skills
Access, Customer Service, Multi Tasking, Organization, Microsoft Excel, Outlook, PowerPoint, Microsoft Office, Microsoft Word, Highly detail oriented, Meeting Planning, Spanish, Teamwork
Education
DePaul University 2008 — 2012
Bachelor of Science, Finance and Business Management
Universitat Autònoma de Barcelona
Fall 2011, International Business
Brennan Grosvenor Brennan Grosvenor's Plan Sponsor Advisors Experience October 2009 - December 2011
Job Project Manager – Solutions Delivery at GHX
Industry Hospital & Health Care
Experience
GHX February 2015 - Present
Morningstar 2013 - February 2015
THE MARCO CONSULTING GROUP December 2011 - 2013
Plan Sponsor Advisors October 2009 - December 2011
THE PERNIX GROUP January 2007 - December 2010
Merrill Lynch December 2008 - October 2010
Skills
Project Management, Project Portfolio..., Microsoft Project, Project Delivery, Project Planning, Asset Allocation, Investments, Retirement, Salesforce.com, Portfolio Management, Capital Markets, Retirement Planning, Financial Analysis, Bloomberg, Microsoft Excel, PowerPoint, Outlook, Access, Microsoft Word, SPSS, Morningstar, Microsoft Technologies, AutoCAD, Asset Managment, Equities, Mutual Funds, Analysis, Fixed Income
Education
DePaul University 2007 — 2010
Bachelor of Science, Operations Management, Finance, Business Law
Prairie Ridge
GHX February 2015 - Present
Morningstar 2013 - February 2015
THE MARCO CONSULTING GROUP December 2011 - 2013
Plan Sponsor Advisors October 2009 - December 2011
THE PERNIX GROUP January 2007 - December 2010
Merrill Lynch December 2008 - October 2010
Skills
Project Management, Project Portfolio..., Microsoft Project, Project Delivery, Project Planning, Asset Allocation, Investments, Retirement, Salesforce.com, Portfolio Management, Capital Markets, Retirement Planning, Financial Analysis, Bloomberg, Microsoft Excel, PowerPoint, Outlook, Access, Microsoft Word, SPSS, Morningstar, Microsoft Technologies, AutoCAD, Asset Managment, Equities, Mutual Funds, Analysis, Fixed Income
Education
DePaul University 2007 — 2010
Bachelor of Science, Operations Management, Finance, Business Law
Prairie Ridge
Theresa Tess Malone's Plan Sponsor Advisors Experience October 2010 - April 2011
Job Founder at DCsion Architects Group, LLC
Industry Financial Services
Experience
DCsion Architects Group, LLC April 2011 - Present
Plan Sponsor Advisors October 2010 - April 2011
Blue Prairie Group October 2007 - November 2010
BSI Financial January 2002 - December 2007
Principal Financial Group January 1985 - December 2002
Skills
Employee Benefits..., Sales Management, Leadership, Coaching & Mentoring, Management, Mergers & Acquisitions, Employee Engagement, Practice Management, 401(k) and DB..., Investments, 401k, Mutual Funds, Pensions, Asset Allocation, Defined Benefit, Terminal Funding, Cash Balance, Asset Management, Strategic Planning, Investment Advisory, Financial Planning, Estate Planning, Public Speaking, Stable Value, Transition Management, Marketing Strategy, Marketing Communications, Separately Managed..., Trust Services, Collective Bargaining, Pension Administration, DOL, Collective Investment..., Wealth Management, Strategy, Health Savings Accounts, Data Analysis, IRS Voluntary..., Private Equity
Education
Truman State University 1980 — 1984
Bachelor of Science, Business Administration/Marketing with Psychology minor
DCsion Architects Group, LLC April 2011 - Present
Plan Sponsor Advisors October 2010 - April 2011
Blue Prairie Group October 2007 - November 2010
BSI Financial January 2002 - December 2007
Principal Financial Group January 1985 - December 2002
Skills
Employee Benefits..., Sales Management, Leadership, Coaching & Mentoring, Management, Mergers & Acquisitions, Employee Engagement, Practice Management, 401(k) and DB..., Investments, 401k, Mutual Funds, Pensions, Asset Allocation, Defined Benefit, Terminal Funding, Cash Balance, Asset Management, Strategic Planning, Investment Advisory, Financial Planning, Estate Planning, Public Speaking, Stable Value, Transition Management, Marketing Strategy, Marketing Communications, Separately Managed..., Trust Services, Collective Bargaining, Pension Administration, DOL, Collective Investment..., Wealth Management, Strategy, Health Savings Accounts, Data Analysis, IRS Voluntary..., Private Equity
Education
Truman State University 1980 — 1984
Bachelor of Science, Business Administration/Marketing with Psychology minor
Mark McManus's Plan Sponsor Advisors Experience March 2010 - January 2011
Job Regional Manager, Applications Sales at Oracle
Industry Information Technology and Services
Experience
Oracle September 2015 - Present
Oracle May 2012 - Present
The McManus Group August 2009 - May 2012
Plan Sponsor Advisors March 2010 - January 2011
Enterprise Iron March 2008 - August 2009
CitiStreet 2002 - 2008
Fidelity Investments 1996 - 2002
Allmerica Financial 1993 - 1996
Skills
Business Analysis, Business Performance..., Financial Services, Vendor Management, Process Improvement, Endeca, CRM, Relationship Management, Business Intelligence, Business Process..., SDLC, Business Requirements, Requirements Analysis, Requirements Gathering, Project Management, Strategic Planning, Account Management, Sales, Business Process..., Program Management, Analytics, Professional Services, Enterprise Software, Business Strategy, Analysis, Consulting
Education
Boston University - School of Management 1997 — 1998
MBA
Fitchburg State University
BA, Business and Marketing
Oracle September 2015 - Present
Oracle May 2012 - Present
The McManus Group August 2009 - May 2012
Plan Sponsor Advisors March 2010 - January 2011
Enterprise Iron March 2008 - August 2009
CitiStreet 2002 - 2008
Fidelity Investments 1996 - 2002
Allmerica Financial 1993 - 1996
Skills
Business Analysis, Business Performance..., Financial Services, Vendor Management, Process Improvement, Endeca, CRM, Relationship Management, Business Intelligence, Business Process..., SDLC, Business Requirements, Requirements Analysis, Requirements Gathering, Project Management, Strategic Planning, Account Management, Sales, Business Process..., Program Management, Analytics, Professional Services, Enterprise Software, Business Strategy, Analysis, Consulting
Education
Boston University - School of Management 1997 — 1998
MBA
Fitchburg State University
BA, Business and Marketing
Pamela Deznan's Plan Sponsor Advisors Experience May 2012 - October 2013
Job IRT Business Development at Wells Fargo
Industry Financial Services
Experience
Wells Fargo June 2015 - Present
Deloitte December 2013 - May 2015
Plan Sponsor Advisors May 2012 - October 2013
Wells Fargo Bank March 2007 - May 2012
Wells Fargo Bank May 2004 - March 2007
Skills
Employee Benefits, Retirement, Investments, 401k, ERISA, Retirement Planning, Organizational..., IRS, Mutual Funds, Financial Advisory, Process Improvement, Defined Contribution, Terminations, Pensions, Defined Benefit, Comprehensive knowledge..., Retirement Services, Mergers/Acquisitions, Record Keeping..., Participant Education &..., Asset Allocation
Education
University of North Carolina at Charlotte 1997 — 2002
BA, Organizational Communications, French, Marketing
Wells Fargo June 2015 - Present
Deloitte December 2013 - May 2015
Plan Sponsor Advisors May 2012 - October 2013
Wells Fargo Bank March 2007 - May 2012
Wells Fargo Bank May 2004 - March 2007
Skills
Employee Benefits, Retirement, Investments, 401k, ERISA, Retirement Planning, Organizational..., IRS, Mutual Funds, Financial Advisory, Process Improvement, Defined Contribution, Terminations, Pensions, Defined Benefit, Comprehensive knowledge..., Retirement Services, Mergers/Acquisitions, Record Keeping..., Participant Education &..., Asset Allocation
Education
University of North Carolina at Charlotte 1997 — 2002
BA, Organizational Communications, French, Marketing
Rachel Gonzales's Plan Sponsor Advisors Experience October 2012 - Present
Job Office Coordinator at Plan Sponsor Advisors
Industry Investment Management
Experience
Plan Sponsor Advisors October 2012 - Present
Chicago Yoga Center January 2010 - January 2014
City Capital Advisors May 2010 - July 2012
Lakeshore Athletic Club 2001 - April 2010
Telcordia Technologies 1999 - 2002
Skills
Marketing, Recruiting, Customer Service, Yoga, PowerPoint, Mergers, Investments, Outlook, Microsoft Excel, Event Planning, Public Speaking, New Business Development, Fitness, Wellness Coaching, Fitness Training, Microsoft Office, Research, Office Administration, Adobe Acrobat, Human Resources
Education
University of Illinois at Chicago 1992 — 1994
Business Administration and Management, General
College of DuPage 1990 — 1992
General Studies
Plan Sponsor Advisors October 2012 - Present
Chicago Yoga Center January 2010 - January 2014
City Capital Advisors May 2010 - July 2012
Lakeshore Athletic Club 2001 - April 2010
Telcordia Technologies 1999 - 2002
Skills
Marketing, Recruiting, Customer Service, Yoga, PowerPoint, Mergers, Investments, Outlook, Microsoft Excel, Event Planning, Public Speaking, New Business Development, Fitness, Wellness Coaching, Fitness Training, Microsoft Office, Research, Office Administration, Adobe Acrobat, Human Resources
Education
University of Illinois at Chicago 1992 — 1994
Business Administration and Management, General
College of DuPage 1990 — 1992
General Studies
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY