Polycomp Administrative Services, Inc.
Industry: Company
DescriptionFounded: 1974 Parent organization: Ascensus
Polycomp Administrative Services, Inc. List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Polycomp Administrative Services, Inc.. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Polycomp Administrative Services, Inc. Salaries. You can even request information on how much does Polycomp Administrative Services, Inc. pay if you want to. Learn about salaries, pros and cons of working for Polycomp Administrative Services, 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!
62 Polycomp Administrative Services, Inc. employees in database. Find out everything there's to know about Polycomp Administrative Services, 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.
Polycomp Administrative Services, Inc. Employees
Employee
Years
Job
Industry
Marie A. Williams, QPA, QKA Marie A. Williams, QPA, QKA's Polycomp Administrative Services, Inc. Experience May 2001 - April 2013
Job Pension Consultant | Business Analyst | Technology Specialist | Generalist | Passionate Selfdeveloper
Industry Information Technology and Services
Experience
OneAmerica Financial Partners Inc. May 2013 - Present
Polycomp Administrative Services, Inc. May 2001 - April 2013
Move, Inc. September 1999 - April 2001
Skills
Requirements Gathering, Process Improvement, Problem Solving, Visio, Consulting, SDLC, Collaborative Problem..., Customer Service, Access, Analysis, Training, Troubleshooting, Microsoft Excel, Data Modeling, Business Process, Data Flow, Systems Analysis, Microsoft Office, Microsoft Word, Project Planning, Use Case, Use Case Analysis, Spreadsheets, Profit Sharing, 401k, Retirement Plan..., Qualified Retirement..., Defined Benefit, ERISA, Defined Contribution, Pension Administration, Form 5500 preparation, Safe Harbor, 401k Rollovers, Customer Support, Root Cause Analysis, Business Analysis, Requirements Analysis, Project Management
Education
Ashford University 2012 — 2016
Bachelor of Arts (B.A.), Business Information Systems, 4.0
Oxnard College 1995 — 2005
Art/Art Studies, General
OneAmerica Financial Partners Inc. May 2013 - Present
Polycomp Administrative Services, Inc. May 2001 - April 2013
Move, Inc. September 1999 - April 2001
Skills
Requirements Gathering, Process Improvement, Problem Solving, Visio, Consulting, SDLC, Collaborative Problem..., Customer Service, Access, Analysis, Training, Troubleshooting, Microsoft Excel, Data Modeling, Business Process, Data Flow, Systems Analysis, Microsoft Office, Microsoft Word, Project Planning, Use Case, Use Case Analysis, Spreadsheets, Profit Sharing, 401k, Retirement Plan..., Qualified Retirement..., Defined Benefit, ERISA, Defined Contribution, Pension Administration, Form 5500 preparation, Safe Harbor, 401k Rollovers, Customer Support, Root Cause Analysis, Business Analysis, Requirements Analysis, Project Management
Education
Ashford University 2012 — 2016
Bachelor of Arts (B.A.), Business Information Systems, 4.0
Oxnard College 1995 — 2005
Art/Art Studies, General
Pamela Stitt Pamela Stitt's Polycomp Administrative Services, Inc. Experience July 2011 - Present
Job Ensuring optimum retirement plan design & exceptional consulting to help clients with retirement goals.
Industry Financial Services
Experience
Polycomp Administrative Services, Inc. July 2011 - Present
Polycomp Administrative Services, Inc. January 2006 - July 2011
Polycomp Administrative Services, Inc. January 2000 - January 2005
Polycomp Administrative Services, Inc. January 1988 - January 2000
Skills
Manage Client..., Sales and Marketing, Defined Benefit Plans, Profit Sharing Plans, 401(k) Plans, Pension, Qualified Retirement..., Retirement Planning, Educational Seminars, 401(k) Profit Sharing..., Prevailing Wage, Combo Plans, New Comparability Rules, Retirement Plan..., 401k, Defined Benefit, Benefits Administration, Pensions, Profit Sharing, Employee Benefits, ERISA, Defined Contribution, Management, Retirement
Education
CSU Sacramento
English/Journalism
Heald College
Polycomp Administrative Services, Inc. July 2011 - Present
Polycomp Administrative Services, Inc. January 2006 - July 2011
Polycomp Administrative Services, Inc. January 2000 - January 2005
Polycomp Administrative Services, Inc. January 1988 - January 2000
Skills
Manage Client..., Sales and Marketing, Defined Benefit Plans, Profit Sharing Plans, 401(k) Plans, Pension, Qualified Retirement..., Retirement Planning, Educational Seminars, 401(k) Profit Sharing..., Prevailing Wage, Combo Plans, New Comparability Rules, Retirement Plan..., 401k, Defined Benefit, Benefits Administration, Pensions, Profit Sharing, Employee Benefits, ERISA, Defined Contribution, Management, Retirement
Education
CSU Sacramento
English/Journalism
Heald College
Gail Liston Gail Liston's Polycomp Administrative Services, Inc. Experience October 2000 - Present
Job IRA Manager at Polycomp Administrative Services, Inc.
Industry Financial Services
Experience
Polycomp Administrative Services, Inc. October 2000 - Present
Edward Jones 1995 - 1997
Zimmer Cal-Neva, Ltd. 1986 - 1993
Skills
Accounting, Accounts Payable, Microsoft Office, IRAs, Self-Directed IRA..., Funding Non-Traditional..., IRS Rules & Regulations..., Accounts Receivable, Payroll, Financial Statements, Revenue Recognition, Bookkeeping, Process Improvement, Financial Analysis, Personnel Supervision, Employee Training, Invoicing
Education
Sierra College 1981 — 1983
Associate of Arts (AA), Accounting
Polycomp Administrative Services, Inc. October 2000 - Present
Edward Jones 1995 - 1997
Zimmer Cal-Neva, Ltd. 1986 - 1993
Skills
Accounting, Accounts Payable, Microsoft Office, IRAs, Self-Directed IRA..., Funding Non-Traditional..., IRS Rules & Regulations..., Accounts Receivable, Payroll, Financial Statements, Revenue Recognition, Bookkeeping, Process Improvement, Financial Analysis, Personnel Supervision, Employee Training, Invoicing
Education
Sierra College 1981 — 1983
Associate of Arts (AA), Accounting
Cory Kelly Cory Kelly's Polycomp Administrative Services, Inc. Experience August 2013 - Present
Job IRA Sales Consultant at Polycomp Administrative Services, Inc.
Industry Financial Services
Experience
Polycomp Administrative Services, Inc. August 2013 - Present
www.TheGolfingSifu.com August 2013 - Present
Will Robins Golf June 2009 - August 2013
Skills
Sales, Golf, Sports Management, Sports, Sports Marketing, Sports Coaching
Education
Texas State University-San Marcos 1996 — 1998
Master's degree, Education
Colorado State University 1991 — 1993
Bachelor's degree, Organizational Management and Economics
Chatfield Senior High
Chatfield Senior High
Polycomp Administrative Services, Inc. August 2013 - Present
www.TheGolfingSifu.com August 2013 - Present
Will Robins Golf June 2009 - August 2013
Skills
Sales, Golf, Sports Management, Sports, Sports Marketing, Sports Coaching
Education
Texas State University-San Marcos 1996 — 1998
Master's degree, Education
Colorado State University 1991 — 1993
Bachelor's degree, Organizational Management and Economics
Chatfield Senior High
Chatfield Senior High
Jay Luber Jay Luber's Polycomp Administrative Services, Inc. Experience 2012 - June 2013
Job Entrepreneur, Business Owner, President
Industry Financial Services
Experience
NoMoFlow Technology August 2014 - Present
Polycomp Administrative Services, Inc. 2012 - June 2013
Benefit Planning, Inc and Actuarial Consultants, Inc. 2009 - 2011
Kravitz, Inc. 2000 - 2008
Prior Experience 1992 - 1999
Northrop Grumman Corporation 1986 - 1992
Earlier Significant Experience 1974 - 1986
Skills
Retirement Plan..., Investments, Insurance, Pensions, 401(k), Pension Plans, Profit Sharing Plans, Cash Balance Plans, Qualified Retirement..., 403(b) Plans, Relationship Management, Plan Design Consulting, Compliance Consulting, CPA, Management, Pension Funds, Strategic Planning, Finance, Marketing, Payroll, Financial Advisory, 401k, Employee Benefits, Retirement, Retirement Planning
Education
University of Santa Monica 1994 — 1996
Masters of Arts, Spiritual Psychology
University of Maryland College Park 1970 — 1974
BS, Geography, minor Physics
University of Utah 1975 — 1976
none, Accounting
NoMoFlow Technology August 2014 - Present
Polycomp Administrative Services, Inc. 2012 - June 2013
Benefit Planning, Inc and Actuarial Consultants, Inc. 2009 - 2011
Kravitz, Inc. 2000 - 2008
Prior Experience 1992 - 1999
Northrop Grumman Corporation 1986 - 1992
Earlier Significant Experience 1974 - 1986
Skills
Retirement Plan..., Investments, Insurance, Pensions, 401(k), Pension Plans, Profit Sharing Plans, Cash Balance Plans, Qualified Retirement..., 403(b) Plans, Relationship Management, Plan Design Consulting, Compliance Consulting, CPA, Management, Pension Funds, Strategic Planning, Finance, Marketing, Payroll, Financial Advisory, 401k, Employee Benefits, Retirement, Retirement Planning
Education
University of Santa Monica 1994 — 1996
Masters of Arts, Spiritual Psychology
University of Maryland College Park 1970 — 1974
BS, Geography, minor Physics
University of Utah 1975 — 1976
none, Accounting
Kathleen Noonan Kathleen Noonan's Polycomp Administrative Services, Inc. Experience 1989 - 1994
Job Administrative Coordinator at Amgen at Advanced BioLogic Solutions Corp.
Industry Pharmaceuticals
Experience
Advanced Bio-Logic Solutions Corp. August 2015 - Present
Object Technology Solutions, Inc. -- HP at Amgen May 2013 - April 2015
Deallus Group May 2009 - October 2012
Penfield & Smith November 2006 - August 2008
Countrywide January 2003 - September 2006
AXA Advisors 2000 - 2002
Poggenpohl U.S., Inc. 1996 - 1998
Polycomp Administrative Services, Inc. 1989 - 1994
Skills
Office Management, Microsoft Excel, Executive Support, Microsoft Word, Creative Solutions, QuickBooks, Office Administration, Accounts Payable, Accounts Receivable, PowerPoint, Change Management, SharePoint, Administration, Analysis, Research, SharePoint..., Event Planning
Education
California State University-Northridge 1985 — 1993
Bachelor of Arts (BA), Art 3D - Interior Design
Advanced Bio-Logic Solutions Corp. August 2015 - Present
Object Technology Solutions, Inc. -- HP at Amgen May 2013 - April 2015
Deallus Group May 2009 - October 2012
Penfield & Smith November 2006 - August 2008
Countrywide January 2003 - September 2006
AXA Advisors 2000 - 2002
Poggenpohl U.S., Inc. 1996 - 1998
Polycomp Administrative Services, Inc. 1989 - 1994
Skills
Office Management, Microsoft Excel, Executive Support, Microsoft Word, Creative Solutions, QuickBooks, Office Administration, Accounts Payable, Accounts Receivable, PowerPoint, Change Management, SharePoint, Administration, Analysis, Research, SharePoint..., Event Planning
Education
California State University-Northridge 1985 — 1993
Bachelor of Arts (BA), Art 3D - Interior Design
Shawna Smith Shawna Smith's Polycomp Administrative Services, Inc. Experience January 2012 - March 2013
Job Old Republic Title
Industry Real Estate
Experience
Old Republic Title Company August 2014 - Present
North American Title March 2014 - August 2014
First American Title March 2013 - August 2013
Polycomp Administrative Services, Inc. January 2012 - March 2013
Ensminger Law Office, P.C. February 2009 - September 2011
Financial Title Company November 2004 - November 2007
Stewart/ North American/ Alliance Title May 2000 - November 2004
Woodside Homeowners Association December 1999 - May 2000
Alliance Title Company December 1998 - December 1999
BRE Properties April 1996 - November 1998
Skills
Foreclosures, Real Estate, Real Estate Transactions, Single Family Homes, Investment Properties, Short Sales, Refinance, Sellers, Escrow, Property Management, Finance, Sales, Loans, Title Insurance, Budgets, Customer Service, Mortgage Lending, Helping Clients Succeed, Success Driven
Education
University of California Davis Extension 2010 — 2010
Certificate, Paralegal Studies
Sierra College 1991 — 1994
General Studies
Old Republic Title Company August 2014 - Present
North American Title March 2014 - August 2014
First American Title March 2013 - August 2013
Polycomp Administrative Services, Inc. January 2012 - March 2013
Ensminger Law Office, P.C. February 2009 - September 2011
Financial Title Company November 2004 - November 2007
Stewart/ North American/ Alliance Title May 2000 - November 2004
Woodside Homeowners Association December 1999 - May 2000
Alliance Title Company December 1998 - December 1999
BRE Properties April 1996 - November 1998
Skills
Foreclosures, Real Estate, Real Estate Transactions, Single Family Homes, Investment Properties, Short Sales, Refinance, Sellers, Escrow, Property Management, Finance, Sales, Loans, Title Insurance, Budgets, Customer Service, Mortgage Lending, Helping Clients Succeed, Success Driven
Education
University of California Davis Extension 2010 — 2010
Certificate, Paralegal Studies
Sierra College 1991 — 1994
General Studies
Michelle Keane, QKA Michelle Keane, QKA's Polycomp Administrative Services, Inc. Experience August 2004 - August 2011
Job Consultant at Associated Pension Consultants
Industry Financial Services
Experience
Associated Pension Consultants April 2015 - Present
PenSys, Inc. August 2011 - March 2015
Polycomp Administrative Services, Inc. August 2004 - August 2011
Skills
Profit Sharing, Pensions, Retirement, Employee Benefits, 401k, Finance, Defined Benefit, Defined Contribution, ERISA, Form 5500 preparation, Form 5500 Review, Cash Balance, 401k Rollovers, Retirement Planning, Qualified Retirement..., Mutual Funds, Retirement Solutions, Retirement Plan..., Investments, Financial Advisory
Education
University of San Francisco 2002 — 2004
BS, Organizational Behaviors
Associated Pension Consultants April 2015 - Present
PenSys, Inc. August 2011 - March 2015
Polycomp Administrative Services, Inc. August 2004 - August 2011
Skills
Profit Sharing, Pensions, Retirement, Employee Benefits, 401k, Finance, Defined Benefit, Defined Contribution, ERISA, Form 5500 preparation, Form 5500 Review, Cash Balance, 401k Rollovers, Retirement Planning, Qualified Retirement..., Mutual Funds, Retirement Solutions, Retirement Plan..., Investments, Financial Advisory
Education
University of San Francisco 2002 — 2004
BS, Organizational Behaviors
Daniel Burgin Daniel Burgin's Polycomp Administrative Services, Inc. Experience April 2012 - Present
Job IRA Sales Consultant at Polycomp Administrative Services, Inc.
Industry Financial Services
Experience
Polycomp Administrative Services, Inc. April 2012 - Present
First Tech Credit Union (Formerly Addison Avenue FCU) July 2007 - April 2011
Union Bank February 2004 - July 2007
Skills
IRAs, Traditional IRA, Banking, Investment Banking, Self Directed IRA, Roth IRA, Alternative Investments, 401k Rollovers, 401k, Financial Advisory, Financial Services, Financial Analysis
Education
Sierra College 2009 — 2013
Bachelor of Business Administration (BBA), Accounting and Business/Management
Del Campo High School 1998 — 2002
Polycomp Administrative Services, Inc. April 2012 - Present
First Tech Credit Union (Formerly Addison Avenue FCU) July 2007 - April 2011
Union Bank February 2004 - July 2007
Skills
IRAs, Traditional IRA, Banking, Investment Banking, Self Directed IRA, Roth IRA, Alternative Investments, 401k Rollovers, 401k, Financial Advisory, Financial Services, Financial Analysis
Education
Sierra College 2009 — 2013
Bachelor of Business Administration (BBA), Accounting and Business/Management
Del Campo High School 1998 — 2002
Christina Kinney Christina Kinney's Polycomp Administrative Services, Inc. Experience August 2009 - May 2012
Job Retirement Plan Administrator at Nicholas Pension Consultants
Industry Financial Services
Experience
Nicholas Pension Consultants December 2014 - Present
Pen-Cal May 2012 - April 2013
Polycomp Administrative Services, Inc. August 2009 - May 2012
Skills
401k, Profit Sharing, Microsoft Excel, Defined Benefit, Microsoft Office, Customer Service, Pensions, Microsoft Word, Retirement Plan..., Financial Analysis, Employee Benefits, Strategic Planning, Spreadsheets, Outlook, Salesforce.com
Education
Oregon State University 2007 — 2009
Masters of Business Administration, MBA
Oregon State University 2002 — 2007
Bachelor of Science, Mathematics
Nicholas Pension Consultants December 2014 - Present
Pen-Cal May 2012 - April 2013
Polycomp Administrative Services, Inc. August 2009 - May 2012
Skills
401k, Profit Sharing, Microsoft Excel, Defined Benefit, Microsoft Office, Customer Service, Pensions, Microsoft Word, Retirement Plan..., Financial Analysis, Employee Benefits, Strategic Planning, Spreadsheets, Outlook, Salesforce.com
Education
Oregon State University 2007 — 2009
Masters of Business Administration, MBA
Oregon State University 2002 — 2007
Bachelor of Science, Mathematics
Troy Eury Troy Eury's Polycomp Administrative Services, Inc. Experience August 2001 - July 2011
Job System Administrator
Industry Information Technology and Services
Experience
UC Davis September 2013 - Present
TEKsystems February 2013 - June 2013
Te November 2012 - January 2013
MCPc August 2011 - November 2012
Polycomp Administrative Services, Inc. August 2001 - July 2011
ARCTEC, ASRCC, United States AirForce September 1999 - April 2000
US Army June 1996 - September 1999
Skills
Active Directory, Windows, XP, Backup Exec, Administration, Microsoft Office, Servers, Windows Server 2003, Network Security, Windows Server 2008, HP, System Administration, Windows Server, Computer Hardware, Network Administration, Hardware, Operating Systems, Exchange 2010, Windows 7, Networking, Microsoft Exchange, Firewalls, Windows XP
Education
Hood College 1995 — 1996
Information Technology
Greenville College 1988 — 1991
BS, Computer Science & Music Engineering
UC Davis September 2013 - Present
TEKsystems February 2013 - June 2013
Te November 2012 - January 2013
MCPc August 2011 - November 2012
Polycomp Administrative Services, Inc. August 2001 - July 2011
ARCTEC, ASRCC, United States AirForce September 1999 - April 2000
US Army June 1996 - September 1999
Skills
Active Directory, Windows, XP, Backup Exec, Administration, Microsoft Office, Servers, Windows Server 2003, Network Security, Windows Server 2008, HP, System Administration, Windows Server, Computer Hardware, Network Administration, Hardware, Operating Systems, Exchange 2010, Windows 7, Networking, Microsoft Exchange, Firewalls, Windows XP
Education
Hood College 1995 — 1996
Information Technology
Greenville College 1988 — 1991
BS, Computer Science & Music Engineering
Helen Presberg Helen Presberg's Polycomp Administrative Services, Inc. Experience 1998 - 2001
Job Front Desk Receptionist at Advanced Rehab Physical Therapy
Industry Health, Wellness and Fitness
Experience
Advanced Rehab Physical Therapy October 2014 - Present
NYC Civilian Complaint Review Board (CCRB) July 2014 - September 2014
Self Employed July 2006 - December 2013
County of San Diego 2011 - 2012
PNS Discount Stores, Big Lots, Inc. 2008 - 2009
Good People Employment Services 2007 - 2008
Polycomp Administrative Services, Inc. 1998 - 2001
Skills
Customer Service, Executive..., Event Planning, Typing 50 WPM, Billingual,..., Translate Documents, Serve as Interpreter, Word, Excel,..., Translator & Interpreter, Time Management, Microsoft Office, Management, Administration, Microsoft Excel, PowerPoint, Microsoft Word, Training, Outlook, Team Building, Research, Administrative..., Leadership, Public Speaking, Invoicing, Data Entry, Filing, Nonprofits, Human Resources, Accounts Payable
Education
CUNY New York City College of Technology
Associate's Degree, Hospitality Administration/Management
Grossmont Health Occupational Center
Medical Reception & Insurance Forms, Certified
Advanced Rehab Physical Therapy October 2014 - Present
NYC Civilian Complaint Review Board (CCRB) July 2014 - September 2014
Self Employed July 2006 - December 2013
County of San Diego 2011 - 2012
PNS Discount Stores, Big Lots, Inc. 2008 - 2009
Good People Employment Services 2007 - 2008
Polycomp Administrative Services, Inc. 1998 - 2001
Skills
Customer Service, Executive..., Event Planning, Typing 50 WPM, Billingual,..., Translate Documents, Serve as Interpreter, Word, Excel,..., Translator & Interpreter, Time Management, Microsoft Office, Management, Administration, Microsoft Excel, PowerPoint, Microsoft Word, Training, Outlook, Team Building, Research, Administrative..., Leadership, Public Speaking, Invoicing, Data Entry, Filing, Nonprofits, Human Resources, Accounts Payable
Education
CUNY New York City College of Technology
Associate's Degree, Hospitality Administration/Management
Grossmont Health Occupational Center
Medical Reception & Insurance Forms, Certified
Terrie Hayward, APA Terrie Hayward, APA's Polycomp Administrative Services, Inc. Experience February 2002 - Present
Job Pension Administrative Consultant at Polycomp Administrative Services, Inc.
Industry Financial Services
Experience
Polycomp Administrative Services, Inc. February 2002 - Present
TRUSTAR (formerly Trust Consultants, Inc.) August 1999 - February 2002
Franklin Templeton Investments February 1998 - August 1999
Trust Consultants March 1991 - January 1998
Skills
NIPA and ASPPA Member, Qualified Retirement..., Retirement Plan..., Profit Sharing, 401k, Accounting, Microsoft Excel, Microsoft Word, PowerPoint
Education
University of Phoenix 2012 — 2013
Web Page, Digital/Multimedia and Information Resources Design
Chabot College 1995 — 1999
College of San Mateo 1993 — 1994
Business Administration and Management, General
Canada College 1992 — 1993
Tourism and Travel Services Management
Polycomp Administrative Services, Inc. February 2002 - Present
TRUSTAR (formerly Trust Consultants, Inc.) August 1999 - February 2002
Franklin Templeton Investments February 1998 - August 1999
Trust Consultants March 1991 - January 1998
Skills
NIPA and ASPPA Member, Qualified Retirement..., Retirement Plan..., Profit Sharing, 401k, Accounting, Microsoft Excel, Microsoft Word, PowerPoint
Education
University of Phoenix 2012 — 2013
Web Page, Digital/Multimedia and Information Resources Design
Chabot College 1995 — 1999
College of San Mateo 1993 — 1994
Business Administration and Management, General
Canada College 1992 — 1993
Tourism and Travel Services Management
patti engelhardt patti engelhardt's Polycomp Administrative Services, Inc. Experience February 2012 - Present
Job Trust Administrator at Polycomp Administrative Services, Inc.
Industry Wine and Spirits
Experience
Polycomp Administrative Services, Inc. February 2012 - Present
Vine Gems February 2011 - February 2012
Creative Memories January 2011 - February 2012
Rocky Coast Framers, Inc. February 2004 - January 2010
The Fishel Company January 2002 - February 2004
Oakley June 2000 - January 2002
B. Braun Medical October 1999 - June 2000
Skills
Customer Service..., Office Management, Executive..., Prevailing Wage, Construction, Certified Payroll, Health & Welfare Plan..., Outlook, Customer Service, Event Planning, Accounting, Social Media, Budgets, Process Improvement
Education
California State University San Marcos 1996 — 1998
BA, Liberal Arts
Saddleback College 1995 — 1997
Associate of Arts (A.A.)
CSU Chico 1994 — 1994
Political Science and Government
Capistrano valley high school
Polycomp Administrative Services, Inc. February 2012 - Present
Vine Gems February 2011 - February 2012
Creative Memories January 2011 - February 2012
Rocky Coast Framers, Inc. February 2004 - January 2010
The Fishel Company January 2002 - February 2004
Oakley June 2000 - January 2002
B. Braun Medical October 1999 - June 2000
Skills
Customer Service..., Office Management, Executive..., Prevailing Wage, Construction, Certified Payroll, Health & Welfare Plan..., Outlook, Customer Service, Event Planning, Accounting, Social Media, Budgets, Process Improvement
Education
California State University San Marcos 1996 — 1998
BA, Liberal Arts
Saddleback College 1995 — 1997
Associate of Arts (A.A.)
CSU Chico 1994 — 1994
Political Science and Government
Capistrano valley high school
Ron Plafkin Ron Plafkin's Polycomp Administrative Services, Inc. Experience January 2010 - December 2010
Job Accomplished management and operations leader available for next opportunity
Industry Executive Office
Experience
Self Employed Consultant 2013 - Present
Deluxe Entertainment Services Group May 2011 - December 2012
Polycomp Administrative Services, Inc. January 2010 - December 2010
Polycomp Administrative Services, Inc. August 2003 - December 2009
MetLife Investors October 1996 - June 2001
The Paragon Consulting Group 1993 - 1996
Deloitte & Touche 1987 - 1992
Skills
Strategic Planning, Retirement Planning, Customer Service, Microsoft Office, Microsoft Excel, Process Improvement, Accounting, Financial Analysis, Development Of Employees, Team Leadership, Profit Maximization, Business Planning, Strategic Financial..., Insurance, Pensions, Budgets, Project Management, Risk Management, Team Building, Management, Executive Management, Data Analysis, Analysis, CRM, Strategy, Business Process..., Training, Financial Planning
Education
Aquinas College
Bachelor of Science, Mathematics, Summa Cum Laude
Self Employed Consultant 2013 - Present
Deluxe Entertainment Services Group May 2011 - December 2012
Polycomp Administrative Services, Inc. January 2010 - December 2010
Polycomp Administrative Services, Inc. August 2003 - December 2009
MetLife Investors October 1996 - June 2001
The Paragon Consulting Group 1993 - 1996
Deloitte & Touche 1987 - 1992
Skills
Strategic Planning, Retirement Planning, Customer Service, Microsoft Office, Microsoft Excel, Process Improvement, Accounting, Financial Analysis, Development Of Employees, Team Leadership, Profit Maximization, Business Planning, Strategic Financial..., Insurance, Pensions, Budgets, Project Management, Risk Management, Team Building, Management, Executive Management, Data Analysis, Analysis, CRM, Strategy, Business Process..., Training, Financial Planning
Education
Aquinas College
Bachelor of Science, Mathematics, Summa Cum Laude
Agatha Javellana-Schmidt Agatha Javellana-Schmidt's Polycomp Administrative Services, Inc. Experience September 2014 - Present
Job CISP, SDIP
Industry Financial Services
Experience
Polycomp Administrative Services, Inc. September 2014 - Present
IRA Services Trust Company August 2008 - September 2014
SF Bay Area Young Professionals Activities Crew (sfBAYPAC) 2009 - 2012
Wells Fargo June 2007 - August 2008
Agriculture Canada, Government of Canada May 2006 - October 2006
University of Manitoba October 2005 - May 2006
Skills
Analysis, Program Management, Customer Service, Financial Analysis, Strategic Planning, Microsoft Excel, Marketing Strategy, Marketing Communications, Advertising, Brand Awareness, Special Events..., Public Relations, Communications Programs, Sales Management, Lead Generation, Strategic Partnerships, Start-ups, Strategy, Investments
Education
Carleton University 2001 — 2005
Bachelor of Commerce (Honours), Business
Polycomp Administrative Services, Inc. September 2014 - Present
IRA Services Trust Company August 2008 - September 2014
SF Bay Area Young Professionals Activities Crew (sfBAYPAC) 2009 - 2012
Wells Fargo June 2007 - August 2008
Agriculture Canada, Government of Canada May 2006 - October 2006
University of Manitoba October 2005 - May 2006
Skills
Analysis, Program Management, Customer Service, Financial Analysis, Strategic Planning, Microsoft Excel, Marketing Strategy, Marketing Communications, Advertising, Brand Awareness, Special Events..., Public Relations, Communications Programs, Sales Management, Lead Generation, Strategic Partnerships, Start-ups, Strategy, Investments
Education
Carleton University 2001 — 2005
Bachelor of Commerce (Honours), Business
Jeff Lamberson, GBA Jeff Lamberson, GBA's Polycomp Administrative Services, Inc. Experience January 2009 - Present
Job Manager, Association Trust Services / Office Manager at Polycomp Administrative Services, Inc.
Industry Financial Services
Experience
Polycomp Administrative Services, Inc. January 2009 - Present
Polycomp Administrative Services, Inc. September 2005 - December 2008
AIG SunAmerica September 2000 - August 2005
AIG SunAmerica July 2000 - September 2000
CBIZ Bass Consultants, Inc. April 1998 - June 2000
MBM Advisors, Inc. September 1996 - March 1998
Texas Commerce Bank - AVE$TA February 1995 - September 1996
Paramount Petroleum 1992 - 1993
Skills
Accounting, Retirement Planning, Strategic Planning, Microsoft Excel, Risk Management, Insurance, Microsoft Word, QuickBooks, Microsoft Office, 401k, Financial Analysis, Customer Service, Real Estate, Leadership, Employee Benefits, Management
Education
University of Pennsylvania - The Wharton School 2010 — 2013
CEBS-GBA Group Benefits Associate
Texas A&M University 1990 — 1994
Bachelor, Accounting
Kingwood HS 1986 — 1990
Polycomp Administrative Services, Inc. January 2009 - Present
Polycomp Administrative Services, Inc. September 2005 - December 2008
AIG SunAmerica September 2000 - August 2005
AIG SunAmerica July 2000 - September 2000
CBIZ Bass Consultants, Inc. April 1998 - June 2000
MBM Advisors, Inc. September 1996 - March 1998
Texas Commerce Bank - AVE$TA February 1995 - September 1996
Paramount Petroleum 1992 - 1993
Skills
Accounting, Retirement Planning, Strategic Planning, Microsoft Excel, Risk Management, Insurance, Microsoft Word, QuickBooks, Microsoft Office, 401k, Financial Analysis, Customer Service, Real Estate, Leadership, Employee Benefits, Management
Education
University of Pennsylvania - The Wharton School 2010 — 2013
CEBS-GBA Group Benefits Associate
Texas A&M University 1990 — 1994
Bachelor, Accounting
Kingwood HS 1986 — 1990
Tali Vaughn, QKA Tali Vaughn, QKA's Polycomp Administrative Services, Inc. Experience July 2012 - Present
Job Pension Consultant at Polycomp Administrative Services, Inc.
Industry Financial Services
Experience
Polycomp Administrative Services, Inc. July 2012 - Present
Sheffler & Martin, Inc. June 2003 - June 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Publisher, QuickBooks, Timeslips, Benefits Administration, Employee Benefits, Benefits Design, Compensation & Benefit, Payroll, Certified Payroll, Davis Bacon, 401k, Profit Sharing, Money Purchase, Safe Harbor, Retirement, Qualified Retirement..., Retirement Plan..., Retirement Benefits, Defined Contribution, Marketing, Collaborative Problem..., Office Administration, Pensions, ERISA, Retirement Planning, IRAs, Defined Benefit, Pension Administration, Mutual Funds
Education
Ashford University 2011 — 2013
Bachelors, Business Administration
Polycomp Administrative Services, Inc. July 2012 - Present
Sheffler & Martin, Inc. June 2003 - June 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Publisher, QuickBooks, Timeslips, Benefits Administration, Employee Benefits, Benefits Design, Compensation & Benefit, Payroll, Certified Payroll, Davis Bacon, 401k, Profit Sharing, Money Purchase, Safe Harbor, Retirement, Qualified Retirement..., Retirement Plan..., Retirement Benefits, Defined Contribution, Marketing, Collaborative Problem..., Office Administration, Pensions, ERISA, Retirement Planning, IRAs, Defined Benefit, Pension Administration, Mutual Funds
Education
Ashford University 2011 — 2013
Bachelors, Business Administration
Dane Blask Dane Blask's Polycomp Administrative Services, Inc. Experience January 2015 - April 2015
Job Senior Sales Associate at Retirement Administration, Inc.
Industry Financial Services
Experience
Retirement Administration, Inc. September 2015 - Present
Cornerstone Financial Partners, Inc August 2015 - Present
Polycomp Administrative Services, Inc. January 2015 - April 2015
The Blue Book Building & Construction Network October 2009 - December 2013
Associated Pension Consultants October 2001 - April 2006
US Navy January 1992 - January 1996
Skills
Retirement Plan..., Qualified Retirement..., Defined Contribution, 401k, Profit Sharing, Pensions, Defined Benefit, ERISA, Retirement Planning, Employee Benefits, New Business Development, Customer Service, Benefits Administration, Business Development, Sales, Succession Planning, Accounting, Consulting, Team Building, Microsoft Word
Education
Le Cordon Bleu College of Culinary Arts-Pasadena 2007 — 2008
Professional Culinary Arts, Culinary Arts/Chef Training
San Diego State University-California State University 1993 — 1997
Bachelor of Business Administration (B.B.A.), Marketing
Retirement Administration, Inc. September 2015 - Present
Cornerstone Financial Partners, Inc August 2015 - Present
Polycomp Administrative Services, Inc. January 2015 - April 2015
The Blue Book Building & Construction Network October 2009 - December 2013
Associated Pension Consultants October 2001 - April 2006
US Navy January 1992 - January 1996
Skills
Retirement Plan..., Qualified Retirement..., Defined Contribution, 401k, Profit Sharing, Pensions, Defined Benefit, ERISA, Retirement Planning, Employee Benefits, New Business Development, Customer Service, Benefits Administration, Business Development, Sales, Succession Planning, Accounting, Consulting, Team Building, Microsoft Word
Education
Le Cordon Bleu College of Culinary Arts-Pasadena 2007 — 2008
Professional Culinary Arts, Culinary Arts/Chef Training
San Diego State University-California State University 1993 — 1997
Bachelor of Business Administration (B.B.A.), Marketing
Melissa Glass Melissa Glass's Polycomp Administrative Services, Inc. Experience August 2012 - February 2014
Job Client Services Manager at EMPOWER Retirement formerly Great West Financial
Industry Financial Services
Experience
EMPOWER Retirement formerly Great West Financial February 2014 - Present
Polycomp Administrative Services, Inc. August 2012 - February 2014
Sheffler & Martin, Inc. October 2002 - August 2012
San Diego City Schools September 2000 - October 2002
Skills
Qualified Retirement..., 401k, Retirement Planning, Tax, Profit Sharing, Defined Benefit, Money Purchase, Safe Harbor, Timeslips, Davis Bacon, Microsoft Word, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Publisher, Retirement, Defined Contribution, ERISA, Employee Benefits, Financial Advisory, Retirement Plan..., IRAs
Education
Ashford University 2011 — 2015
Business Administration and Management, General
EMPOWER Retirement formerly Great West Financial February 2014 - Present
Polycomp Administrative Services, Inc. August 2012 - February 2014
Sheffler & Martin, Inc. October 2002 - August 2012
San Diego City Schools September 2000 - October 2002
Skills
Qualified Retirement..., 401k, Retirement Planning, Tax, Profit Sharing, Defined Benefit, Money Purchase, Safe Harbor, Timeslips, Davis Bacon, Microsoft Word, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Publisher, Retirement, Defined Contribution, ERISA, Employee Benefits, Financial Advisory, Retirement Plan..., IRAs
Education
Ashford University 2011 — 2015
Business Administration and Management, General
Kim Torio Kim Torio's Polycomp Administrative Services, Inc. Experience March 2013 - December 2014
Job TPA Vice President at Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions December 2014 - Present
Polycomp Administrative Services, Inc. March 2013 - December 2014
Benefit Equity, Inc. August 2007 - February 2013
Skills
ERISA, Retirement Planning, Plan Design, Employee Benefits, Retirement, Compliance, Administration, Defined Contribution, 401k, Profit Sharing, Pensions, Cash Balance, Defined Benefit, 403 b, Finance, Tax, Microsoft Excel, Business Planning, Retirement Plan...
Education
Chapman University 2003 — 2007
BS, Finance & International Business
El Toro High School 1999 — 2003
Transamerica Retirement Solutions December 2014 - Present
Polycomp Administrative Services, Inc. March 2013 - December 2014
Benefit Equity, Inc. August 2007 - February 2013
Skills
ERISA, Retirement Planning, Plan Design, Employee Benefits, Retirement, Compliance, Administration, Defined Contribution, 401k, Profit Sharing, Pensions, Cash Balance, Defined Benefit, 403 b, Finance, Tax, Microsoft Excel, Business Planning, Retirement Plan...
Education
Chapman University 2003 — 2007
BS, Finance & International Business
El Toro High School 1999 — 2003
Kensley Cheshire Kensley Cheshire's Polycomp Administrative Services, Inc. Experience September 1996 - October 1997
Job Sales Associate, Office Manager at Old Gold Exchange
Industry Retail
Experience
Old Gold Exchange February 2013 - Present
KMC photography September 2005 - Present
Tricks Gymnastics April 2010 - February 2013
Polycomp Administrative Services, Inc. September 1996 - October 1997
Old Navy November 1995 - September 1996
Skills
Communication, Woo, Belief, Relator, Discipline, Organization, Customer Service, Sales, Dependable Team Player, Creativity, Problem Solving, Computer-savvy, Teach Others, Management, Sees the Big Picture, Customer Satisfaction, Marketing, Microsoft Word, Event Planning, Public Speaking, Social Media Marketing, Advertising, Social Media
Education
Brigham Young University - Hawaii 2014 — 2015
Online, Health Information Management/ Billing and Coding
Sierra College 1996 — 1997
Oakmont High School 1993 — 1996
High School Diploma, General Studies
Old Gold Exchange February 2013 - Present
KMC photography September 2005 - Present
Tricks Gymnastics April 2010 - February 2013
Polycomp Administrative Services, Inc. September 1996 - October 1997
Old Navy November 1995 - September 1996
Skills
Communication, Woo, Belief, Relator, Discipline, Organization, Customer Service, Sales, Dependable Team Player, Creativity, Problem Solving, Computer-savvy, Teach Others, Management, Sees the Big Picture, Customer Satisfaction, Marketing, Microsoft Word, Event Planning, Public Speaking, Social Media Marketing, Advertising, Social Media
Education
Brigham Young University - Hawaii 2014 — 2015
Online, Health Information Management/ Billing and Coding
Sierra College 1996 — 1997
Oakmont High School 1993 — 1996
High School Diploma, General Studies
Aaron Karr, APA, QKA Aaron Karr, APA, QKA's Polycomp Administrative Services, Inc. Experience August 2002 - Present
Job Pension Consultant & Team Leader at Polycomp Administrative Services, Inc.
Industry Financial Services
Experience
Polycomp Administrative Services, Inc. August 2002 - Present
Polycomp Administrative Services, Inc. August 2002 - December 2004
Franklin Templeton Investments 1999 - 2002
Skills
Qualilfied Plan Design, Qualified Plan..., Profit Sharing, Pensions, Defined Benefit, 401k, Retirement Planning, Mutual Funds, Retirement, 403 b, Retirement Plan..., Qualified Retirement..., ERISA
Education
California State University-Sacramento 1989 — 1992
Economics
Polycomp Administrative Services, Inc. August 2002 - Present
Polycomp Administrative Services, Inc. August 2002 - December 2004
Franklin Templeton Investments 1999 - 2002
Skills
Qualilfied Plan Design, Qualified Plan..., Profit Sharing, Pensions, Defined Benefit, 401k, Retirement Planning, Mutual Funds, Retirement, 403 b, Retirement Plan..., Qualified Retirement..., ERISA
Education
California State University-Sacramento 1989 — 1992
Economics
Sarah Rodgers's Polycomp Administrative Services, Inc. Experience November 2014 - Present
Job Compliance Consultant at Polycomp Administrative Services, Inc.
Industry Financial Services
Experience
Polycomp Administrative Services, Inc. November 2014 - Present
Means & Associates, LLC June 2006 - November 2014
Polycomp Administrative Services, Inc. October 2000 - July 2006
Skills
401k, Pensions, Retirement, Retirement Plan..., Profit Sharing, Qualified Retirement..., Defined Contribution, Pension Administration, ERISA, Retirement Planning, Employee Benefits, Benefits Administration, Mutual Funds, Investments, Financial Services
Education
UCSD 1992 — 1997
Polycomp Administrative Services, Inc. November 2014 - Present
Means & Associates, LLC June 2006 - November 2014
Polycomp Administrative Services, Inc. October 2000 - July 2006
Skills
401k, Pensions, Retirement, Retirement Plan..., Profit Sharing, Qualified Retirement..., Defined Contribution, Pension Administration, ERISA, Retirement Planning, Employee Benefits, Benefits Administration, Mutual Funds, Investments, Financial Services
Education
UCSD 1992 — 1997
Aimee Wikum's Polycomp Administrative Services, Inc. Experience June 2013 - Present
Job Compliance Analyst at Polycomp Administrative Services, Inc.
Industry Financial Services
Experience
Polycomp Administrative Services, Inc. June 2013 - Present
Replica Printing Services December 2007 - January 2013
Kardwell International, Inc. September 2006 - September 2007
Skills
Graphic Design, Microsoft Word, Office Management, Adobe Acrobat, Pension Administration, Customer Service, Administrative Assistant, Microsoft Excel, ASC, Retail, Editing, Administration, Management, Event Planning, Adobe Creative Suite, Social Media, Digital Printing, PowerPoint, Teaching, Direct Mail, Microsoft Office
Education
SUNY Purchase 2002 — 2006
BA, Literature
Polycomp Administrative Services, Inc. June 2013 - Present
Replica Printing Services December 2007 - January 2013
Kardwell International, Inc. September 2006 - September 2007
Skills
Graphic Design, Microsoft Word, Office Management, Adobe Acrobat, Pension Administration, Customer Service, Administrative Assistant, Microsoft Excel, ASC, Retail, Editing, Administration, Management, Event Planning, Adobe Creative Suite, Social Media, Digital Printing, PowerPoint, Teaching, Direct Mail, Microsoft Office
Education
SUNY Purchase 2002 — 2006
BA, Literature
Lisa Kinser's Polycomp Administrative Services, Inc. Experience April 2006 - October 2007
Job Staff Accountant at University of Oklahoma Health Sciences Center
Industry Hospital & Health Care
Experience
University of Oklahoma Health Sciences Center April 2013 - Present
Crossroads Hospice November 2009 - April 2013
Carrefour Associates, LLC November 2009 - December 2012
Polycomp Administrative Services, Inc. April 2006 - October 2007
Skills
Accounts Payable, Accounting
Education
Oklahoma State University 2001 — 2005
Bachelor of Science (BS), Marketing, Accounting
University of Oklahoma Health Sciences Center April 2013 - Present
Crossroads Hospice November 2009 - April 2013
Carrefour Associates, LLC November 2009 - December 2012
Polycomp Administrative Services, Inc. April 2006 - October 2007
Skills
Accounts Payable, Accounting
Education
Oklahoma State University 2001 — 2005
Bachelor of Science (BS), Marketing, Accounting
Joy Nelson Joy Nelson's Polycomp Administrative Services, Inc. Experience May 2010 - August 2014
Job IRA Specialist
Industry Financial Services
Experience
Los Angeles Federal Credit Union January 2015 - Present
PayrollCentric September 2014 - January 2015
Polycomp Administrative Services, Inc. May 2010 - August 2014
Polycomp Administrative Services, Inc. August 2004 - May 2010
Washington Mutual Bank January 2004 - August 2004
WM Financial Services March 2003 - January 2004
Washington Mutual Bank August 2001 - March 2003
Washington Mutual Bank October 1998 - August 2001
Great Western Bank/Washington Mutual Bank October 1993 - October 1998
Skills
IRA Expert, Fraud Investigations, Compliance, Self-directed IRA..., Retirement, IRA Custodial Services, Alternative Investments, IRA Services, IRAs, Retirement Planning, Fraud, Mortgage Lending, Executive Management, Investments, Accounting, Banking, Management, Finance, Real Estate Transactions, Retirement Savings, Real Estate, Small Business, Training, Financial Analysis, 401k, QuickBooks, Risk Management, Customer Service, Financial Services, Sales, Asset Managment, Insurance
Education
University of Santo Tomas 1985 — 1989
Bachelor of Science, Hotel and Restaurant Management
Los Angeles Federal Credit Union January 2015 - Present
PayrollCentric September 2014 - January 2015
Polycomp Administrative Services, Inc. May 2010 - August 2014
Polycomp Administrative Services, Inc. August 2004 - May 2010
Washington Mutual Bank January 2004 - August 2004
WM Financial Services March 2003 - January 2004
Washington Mutual Bank August 2001 - March 2003
Washington Mutual Bank October 1998 - August 2001
Great Western Bank/Washington Mutual Bank October 1993 - October 1998
Skills
IRA Expert, Fraud Investigations, Compliance, Self-directed IRA..., Retirement, IRA Custodial Services, Alternative Investments, IRA Services, IRAs, Retirement Planning, Fraud, Mortgage Lending, Executive Management, Investments, Accounting, Banking, Management, Finance, Real Estate Transactions, Retirement Savings, Real Estate, Small Business, Training, Financial Analysis, 401k, QuickBooks, Risk Management, Customer Service, Financial Services, Sales, Asset Managment, Insurance
Education
University of Santo Tomas 1985 — 1989
Bachelor of Science, Hotel and Restaurant Management
Eva Berry Eva Berry's Polycomp Administrative Services, Inc. Experience October 2014 - February 2015
Job Seeking out Professional Opportunities
Industry Government Administration
Experience
Safeway March 2015 - Present
Polycomp Administrative Services, Inc. October 2014 - February 2015
Placer County Health and Human Services June 2014 - July 2014
Placer County of Health and Human Services January 2013 - January 2014
Boyd Plumbing Inc August 2012 - December 2012
Koinonia Foster Homes June 2010 - February 2012
The Art of Cuisine January 2011 - October 2011
US Census Bureau April 2010 - July 2010
The TDS Group February 2009 - October 2009
Nationwide Insurance September 2008 - February 2009
Skills
Community Outreach, Data Entry, Healthcare, Customer Service, Research, Social Networking, Mental Health, Microsoft Office, Program Development, Administration, Public Health, Adobe Acrobat, Friendly Personality, Leadership, Public Speaking, Nutrition, Mac OS X, Dietetics, Nutrition Education, Health Advocacy, Nonprofits, Microsoft Word, Microsoft Excel, Social Media
Education
California State University-Sacramento 2003 — 2007
BS, Dietetics, Food and Nutrition, Biology
American River College 2000 — 2003
AS, General Science
Safeway March 2015 - Present
Polycomp Administrative Services, Inc. October 2014 - February 2015
Placer County Health and Human Services June 2014 - July 2014
Placer County of Health and Human Services January 2013 - January 2014
Boyd Plumbing Inc August 2012 - December 2012
Koinonia Foster Homes June 2010 - February 2012
The Art of Cuisine January 2011 - October 2011
US Census Bureau April 2010 - July 2010
The TDS Group February 2009 - October 2009
Nationwide Insurance September 2008 - February 2009
Skills
Community Outreach, Data Entry, Healthcare, Customer Service, Research, Social Networking, Mental Health, Microsoft Office, Program Development, Administration, Public Health, Adobe Acrobat, Friendly Personality, Leadership, Public Speaking, Nutrition, Mac OS X, Dietetics, Nutrition Education, Health Advocacy, Nonprofits, Microsoft Word, Microsoft Excel, Social Media
Education
California State University-Sacramento 2003 — 2007
BS, Dietetics, Food and Nutrition, Biology
American River College 2000 — 2003
AS, General Science
Veronica Gillis Veronica Gillis's Polycomp Administrative Services, Inc. Experience June 1998 - Present
Job Administrative Consultant at Polycomp Retirement Services
Industry Financial Services
Experience
Polycomp Administrative Services, Inc. June 1998 - Present
Education
University of Santo Tomas
Polycomp Administrative Services, Inc. June 1998 - Present
Education
University of Santo Tomas
Scott Ann Setzer Scott Ann Setzer's Polycomp Administrative Services, Inc. Experience July 1988 - Present
Job Making Retirement A Reality Exceptional Plan Design & Service start with Experience 37 years as Sr. Pension Consultant
Industry Financial Services
Experience
Polycomp Administrative Services, Inc. July 1988 - Present
Skills
Qualified Retirement..., Qualified Retirement..., Retirement Plan..., Defined Benefit Plans, Prevailing Wage Plans, 401(k) Plans, Sales and Marketing, Profit Sharing Plans, ESOP, Cash Balance Plans, Experienced Speaker, Retirement Plan..., Retirement Planning, Retirement, 401k, Cash Balance, Defined Benefit, Financial Planners, Money Purchase, Pension Funds, Pensions, Profit Sharing, ERISA, Qualified Retirement..., Employee Benefits, Defined Contribution, Financial Planning, Finance
Education
California State University-Sacramento
Polycomp Administrative Services, Inc. July 1988 - Present
Skills
Qualified Retirement..., Qualified Retirement..., Retirement Plan..., Defined Benefit Plans, Prevailing Wage Plans, 401(k) Plans, Sales and Marketing, Profit Sharing Plans, ESOP, Cash Balance Plans, Experienced Speaker, Retirement Plan..., Retirement Planning, Retirement, 401k, Cash Balance, Defined Benefit, Financial Planners, Money Purchase, Pension Funds, Pensions, Profit Sharing, ERISA, Qualified Retirement..., Employee Benefits, Defined Contribution, Financial Planning, Finance
Education
California State University-Sacramento
Ruben Diaz Sanchez's Polycomp Administrative Services, Inc. Experience February 1998 - August 2012
Job Sales and Senior Support Engineer at Total Tech International Inc.
Industry Information Technology and Services
Experience
Total Tech International Inc. July 2014 - Present
K&R Network Solutions February 2013 - July 2014
Polycomp Administrative Services, Inc. February 1998 - August 2012
Zachs Cafe February 1991 - November 1998
Skills
System Deployment, Servers, Networking, SQL, Databases, Virtualization, VMware, WAN, TCP/IP, Windows Server, HP, Active Directory, Hardware, Windows 7, Operating Systems, Help Desk Support, System Administration, Disaster Recovery
Education
Instituto Politécnico Nacional 1986 — 1989
Total Tech International Inc. July 2014 - Present
K&R Network Solutions February 2013 - July 2014
Polycomp Administrative Services, Inc. February 1998 - August 2012
Zachs Cafe February 1991 - November 1998
Skills
System Deployment, Servers, Networking, SQL, Databases, Virtualization, VMware, WAN, TCP/IP, Windows Server, HP, Active Directory, Hardware, Windows 7, Operating Systems, Help Desk Support, System Administration, Disaster Recovery
Education
Instituto Politécnico Nacional 1986 — 1989
Bridget Powers's Polycomp Administrative Services, Inc. Experience October 2011 - February 2013
Job Senior Account Executive Builder Services at Old Republic Title Company
Industry Real Estate
Experience
Old Republic Title Company April 2013 - Present
City of Auburn, California 2006 - Present
Polycomp Administrative Services, Inc. October 2011 - February 2013
Pension Services January 2007 - October 2011
Old Republic Title Company January 1993 - April 2007
The Bedroom Waterbed Stores January 1983 - April 1993
Skills
Confident Public Speaker, Public Speaking, Sales and Marketing, Experienced Speaker, Networking, Consultation, Business Planning, Title Insurance, Commercial Real Estate..., New Home Sales, Expert relationship..., Real Estate Development, Real Estate Transactions, Title Searches, Subdivisions, Marketing, Customer Service, Government, Local Government, Exceptional People..., Investments, Real Estate, Budgets, Sales, Loans, Strategic Planning, Public Relations, Small Business, Insurance, Investment Properties, Contract Negotiation, Retirement
Education
Sierra College 1992 — 1994
Fire Science Certificate, Fire Science
Sierra College 1991 — 1994
Fire Science Certificate, Fire Science
Old Republic Title Company April 2013 - Present
City of Auburn, California 2006 - Present
Polycomp Administrative Services, Inc. October 2011 - February 2013
Pension Services January 2007 - October 2011
Old Republic Title Company January 1993 - April 2007
The Bedroom Waterbed Stores January 1983 - April 1993
Skills
Confident Public Speaker, Public Speaking, Sales and Marketing, Experienced Speaker, Networking, Consultation, Business Planning, Title Insurance, Commercial Real Estate..., New Home Sales, Expert relationship..., Real Estate Development, Real Estate Transactions, Title Searches, Subdivisions, Marketing, Customer Service, Government, Local Government, Exceptional People..., Investments, Real Estate, Budgets, Sales, Loans, Strategic Planning, Public Relations, Small Business, Insurance, Investment Properties, Contract Negotiation, Retirement
Education
Sierra College 1992 — 1994
Fire Science Certificate, Fire Science
Sierra College 1991 — 1994
Fire Science Certificate, Fire Science
Lynn Aguilera's Polycomp Administrative Services, Inc. Experience 1998 - 1999
Job Independent Travel Consultant at Protravel International
Industry Leisure, Travel & Tourism
Experience
BNI January 2014 - Present
Protravel International November 2012 - Present
Stone Ranch Elementary September 2004 - June 2010
Polycomp Administrative Services, Inc. 1998 - 1999
Skills
Travel Arrangements, Travel, Luxury Cruise, Tour Packages, Tour Planning, Travel Insurance, Travel Assistance, Teaching, Microsoft Office, Public Speaking, Curriculum Design, Research, Curriculum Development, PowerPoint, Microsoft Excel, Microsoft Word, Customer Service, Classroom, Lesson Planning, Editing, Cruises, Organization, Leisure Travel, Honeymoons, Strategic Planning, Sales, Event Planning, Leadership, Marketing, Marketing Strategy, Small Business, Team Building, Social Media Marketing
Education
California Polytechnic State University-San Luis Obispo 1991 — 1995
Bachelor of Science (BS), Business Administration/Human Resource Management
BNI January 2014 - Present
Protravel International November 2012 - Present
Stone Ranch Elementary September 2004 - June 2010
Polycomp Administrative Services, Inc. 1998 - 1999
Skills
Travel Arrangements, Travel, Luxury Cruise, Tour Packages, Tour Planning, Travel Insurance, Travel Assistance, Teaching, Microsoft Office, Public Speaking, Curriculum Design, Research, Curriculum Development, PowerPoint, Microsoft Excel, Microsoft Word, Customer Service, Classroom, Lesson Planning, Editing, Cruises, Organization, Leisure Travel, Honeymoons, Strategic Planning, Sales, Event Planning, Leadership, Marketing, Marketing Strategy, Small Business, Team Building, Social Media Marketing
Education
California Polytechnic State University-San Luis Obispo 1991 — 1995
Bachelor of Science (BS), Business Administration/Human Resource Management
Natalie Vaughn's Polycomp Administrative Services, Inc. Experience October 1992 - August 2009
Job Owner at Vaughn and Associates
Industry Information Services
Experience
Vaughn and Associates March 2010 - Present
Polycomp Administrative Services, Inc. October 1992 - August 2009
Skills
Strategic Planning, Due Diligence
Education
Michigan Technological University 1984 — 1986
Civil Engineering
Penn State University 1983 — 1984
Architectural Engineering
Vaughn and Associates March 2010 - Present
Polycomp Administrative Services, Inc. October 1992 - August 2009
Skills
Strategic Planning, Due Diligence
Education
Michigan Technological University 1984 — 1986
Civil Engineering
Penn State University 1983 — 1984
Architectural Engineering
Glenn Soden's Polycomp Administrative Services, Inc. Experience January 2012 - February 2013
Job Salesforce Administrator at PicknPull
Industry Automotive
Experience
PicknPull February 2013 - Present
Polycomp Administrative Services, Inc. January 2012 - February 2013
CompuCom July 2010 - December 2011
VIBRANTCARE November 2009 - May 2010
Intercare Insurance Services October 2007 - November 2009
KEY BUSINESS SOLUTIONS July 2007 - October 2007
T3 Computers May 2006 - June 2007
Skills
Salesforce.com, Force.com, Process Improvement, Management, Cisco VPN, Backup Exec, Employee Benefits, LANDesk, Salesforce.com..., Networking, Active Directory, PeopleSoft, Claim, Risk Management, Databases, Hardware, Claims Management, Property & Casualty..., Auditing, Health Insurance, General Insurance, Dell PowerVault, Eclipse, Beyond Compare, Disaster Recovery, XP, Operating Systems, Access, Help Desk Support, Citrix, System Deployment, Security, Enterprise Software, Printers, Laptops, Windows XP, Windows Server, Dataload, Microsoft Excel, Ant, Force.com Sites, Project Management, Agile Project Management, Technical Support, Troubleshooting
Education
Heald College 2005 — 2007
AAS, Network Security
PicknPull February 2013 - Present
Polycomp Administrative Services, Inc. January 2012 - February 2013
CompuCom July 2010 - December 2011
VIBRANTCARE November 2009 - May 2010
Intercare Insurance Services October 2007 - November 2009
KEY BUSINESS SOLUTIONS July 2007 - October 2007
T3 Computers May 2006 - June 2007
Skills
Salesforce.com, Force.com, Process Improvement, Management, Cisco VPN, Backup Exec, Employee Benefits, LANDesk, Salesforce.com..., Networking, Active Directory, PeopleSoft, Claim, Risk Management, Databases, Hardware, Claims Management, Property & Casualty..., Auditing, Health Insurance, General Insurance, Dell PowerVault, Eclipse, Beyond Compare, Disaster Recovery, XP, Operating Systems, Access, Help Desk Support, Citrix, System Deployment, Security, Enterprise Software, Printers, Laptops, Windows XP, Windows Server, Dataload, Microsoft Excel, Ant, Force.com Sites, Project Management, Agile Project Management, Technical Support, Troubleshooting
Education
Heald College 2005 — 2007
AAS, Network Security
Harry Veldkamp's Polycomp Administrative Services, Inc. Experience 1983 - December 2009
Job CEO at Polycomp Trust Company
Industry Financial Services
Experience
Polycomp Trust Company July 2009 - Present
Polycomp Administrative Services, Inc. 1983 - December 2009
Education
California State University-Long Beach 1974 — 1976
BA, Mathematics
Polycomp Trust Company July 2009 - Present
Polycomp Administrative Services, Inc. 1983 - December 2009
Education
California State University-Long Beach 1974 — 1976
BA, Mathematics
Derrek Mason's Polycomp Administrative Services, Inc. Experience July 2013 - May 2014
Job Relationship Manager at John Hancock Financial Services
Industry Financial Services
Experience
John Hancock Financial Services May 2014 - Present
Polycomp Administrative Services, Inc. July 2013 - May 2014
Carty & Company, Inc. May 2012 - May 2013
Acuff & Associates July 2009 - December 2010
First Mercantile April 2007 - September 2008
First Mercantile April 2002 - March 2007
Skills
Pensions, 401k, Investments, Retirement, Plan Design, Asset Allocation, ERISA, Microsoft Office, Excel, Retirement Planning, Word, PowerPoint, New Business Development, Customer Relations, Series 7, Municipal Bonds, Customer Service, Business Planning, Defined Contribution, Asset Management, Retirement Plan..., Defined Benefit, Mutual Funds
Education
University of San Diego 1988 — 1993
Accounting, Accounting and Finance
Archbishop Mitty High School 1984 — 1988
John Hancock Financial Services May 2014 - Present
Polycomp Administrative Services, Inc. July 2013 - May 2014
Carty & Company, Inc. May 2012 - May 2013
Acuff & Associates July 2009 - December 2010
First Mercantile April 2007 - September 2008
First Mercantile April 2002 - March 2007
Skills
Pensions, 401k, Investments, Retirement, Plan Design, Asset Allocation, ERISA, Microsoft Office, Excel, Retirement Planning, Word, PowerPoint, New Business Development, Customer Relations, Series 7, Municipal Bonds, Customer Service, Business Planning, Defined Contribution, Asset Management, Retirement Plan..., Defined Benefit, Mutual Funds
Education
University of San Diego 1988 — 1993
Accounting, Accounting and Finance
Archbishop Mitty High School 1984 — 1988
Donica Bell's Polycomp Administrative Services, Inc. Experience August 2009 - Present
Job COBRA Administrator at Polycomp Administrative Services, Inc.
Industry Hospital & Health Care
Experience
Polycomp Administrative Services, Inc. August 2009 - Present
Alzheimer's Association® March 2009 - June 2009
Skills
Employee Benefits, Outlook, Administrative..., Data Entry, Payroll, Invoicing, Benefits Administration, Insurance, Accounts Payable
Education
San Diego State University-California State University
Bachelor's degree, Gerontology
Polycomp Administrative Services, Inc. August 2009 - Present
Alzheimer's Association® March 2009 - June 2009
Skills
Employee Benefits, Outlook, Administrative..., Data Entry, Payroll, Invoicing, Benefits Administration, Insurance, Accounts Payable
Education
San Diego State University-California State University
Bachelor's degree, Gerontology
Audrey Moesch's Polycomp Administrative Services, Inc. Experience December 2002 - October 2009
Job Experienced Editor
Industry Writing and Editing
Experience
Polycomp Administrative Services, Inc. December 2002 - October 2009
United States Postal Service September 2001 - August 2002
Valley Media, Inc./Amplified February 2000 - May 2001
Duffy, Kruspodin and Company, LLP September 1998 - December 1999
The Filipino Press August 1997 - August 1998
Trade Service Corporation March 1992 - November 1996
Skills
Writing, Proofreading, Document Processing, Editing, Customer Service, Research, Social Media Marketing, Public Speaking, Microsoft Word, Strategic Planning, Public Relations, Teamwork, Technical Writing, Microsoft Excel, Analysis, Social Media, Microsoft Office, Administration
Education
San Diego State University-California State University
B.A., English
Polycomp Administrative Services, Inc. December 2002 - October 2009
United States Postal Service September 2001 - August 2002
Valley Media, Inc./Amplified February 2000 - May 2001
Duffy, Kruspodin and Company, LLP September 1998 - December 1999
The Filipino Press August 1997 - August 1998
Trade Service Corporation March 1992 - November 1996
Skills
Writing, Proofreading, Document Processing, Editing, Customer Service, Research, Social Media Marketing, Public Speaking, Microsoft Word, Strategic Planning, Public Relations, Teamwork, Technical Writing, Microsoft Excel, Analysis, Social Media, Microsoft Office, Administration
Education
San Diego State University-California State University
B.A., English
Susie Janowski's Polycomp Administrative Services, Inc. Experience July 2003 - Present
Job
Industry Information Technology and Services
Experience
Polycomp Administrative Services, Inc. July 2003 - Present
Skills
Accounting, Microsoft Excel
Education
The Ohio State University 1990 — 1996
Polycomp Administrative Services, Inc. July 2003 - Present
Skills
Accounting, Microsoft Excel
Education
The Ohio State University 1990 — 1996
Brooke Nicholas's Polycomp Administrative Services, Inc. Experience February 2007 - August 2008
Job Senior Legal Typist at State of California Department of Consumer Affairs, Bureau of Real Estate
Industry Legal Services
Experience
State of California Department of Consumer Affairs September 2015 - Present
Friends of the River February 2013 - July 2013
Polycomp Administrative Services, Inc. February 2007 - August 2008
Various 2000 - 2007
Skills
Microsoft Office, Microsoft Word, Research, PowerPoint, Outlook, Time Management, Data Entry, Filing, LexisNexis, Legal Research, Writing
Education
American River College 2010 — 2014
Associate's Degree, Legal Assistant/Paralegal, 3.698
Solano Community College 2008 — 2010
General Studies/Registered Nursing, 3.79
State of California Department of Consumer Affairs September 2015 - Present
Friends of the River February 2013 - July 2013
Polycomp Administrative Services, Inc. February 2007 - August 2008
Various 2000 - 2007
Skills
Microsoft Office, Microsoft Word, Research, PowerPoint, Outlook, Time Management, Data Entry, Filing, LexisNexis, Legal Research, Writing
Education
American River College 2010 — 2014
Associate's Degree, Legal Assistant/Paralegal, 3.698
Solano Community College 2008 — 2010
General Studies/Registered Nursing, 3.79
Janelle Rango's Polycomp Administrative Services, Inc. Experience November 2014 - Present
Job Compliance Pension Consultant
Industry Financial Services
Experience
Polycomp Administrative Services, Inc. November 2014 - Present
Verisight, Inc June 2014 - November 2014
Associated Pension Consultants July 2001 - June 2014
Skills
401k, Retirement, Microsoft Office, Pensions, Microsoft Excel, Customer Service, Benefits Administration, Administration, Compliance, Employee Benefits, Pension Administration, ERISA, Microsoft Word, Defined Benefit, Retirement Planning
Education
California State University-Chico
Business Administration/Human Resources, Human Resources Management and Services
Polycomp Administrative Services, Inc. November 2014 - Present
Verisight, Inc June 2014 - November 2014
Associated Pension Consultants July 2001 - June 2014
Skills
401k, Retirement, Microsoft Office, Pensions, Microsoft Excel, Customer Service, Benefits Administration, Administration, Compliance, Employee Benefits, Pension Administration, ERISA, Microsoft Word, Defined Benefit, Retirement Planning
Education
California State University-Chico
Business Administration/Human Resources, Human Resources Management and Services
Andy Veldkamp, PMP's Polycomp Administrative Services, Inc. Experience August 2010 - Present
Job Selfdirected IRA Consultant
Industry Financial Services
Experience
Polycomp Administrative Services, Inc. August 2010 - Present
Foster Electric (U.S.A.), Inc. 2005 - 2010
Skills
Retirement Planning, Pensions, Employee Benefits, Defined Benefit, 401k, Retirement, CRM, Budgets, IRAs, Profit Sharing, Strategic Financial..., High Net Worth..., Insurance, Risk Management, ERISA, Qualified Retirement..., Tax, Strategy, Management, Finance, Leadership, Mergers & Acquisitions, Financial Services, Cross-functional Team..., Asset Management, Financial Advisory, Investments, Retirement Savings, Accounting, Small Business
Education
University of California, Santa Barbara 1999 — 2003
B.A., Comparative Literature
Polycomp Administrative Services, Inc. August 2010 - Present
Foster Electric (U.S.A.), Inc. 2005 - 2010
Skills
Retirement Planning, Pensions, Employee Benefits, Defined Benefit, 401k, Retirement, CRM, Budgets, IRAs, Profit Sharing, Strategic Financial..., High Net Worth..., Insurance, Risk Management, ERISA, Qualified Retirement..., Tax, Strategy, Management, Finance, Leadership, Mergers & Acquisitions, Financial Services, Cross-functional Team..., Asset Management, Financial Advisory, Investments, Retirement Savings, Accounting, Small Business
Education
University of California, Santa Barbara 1999 — 2003
B.A., Comparative Literature
Jennifer Jansen's Polycomp Administrative Services, Inc. Experience May 2008 - Present
Job Owner / Instructor at Auburn Pilates
Industry Health, Wellness and Fitness
Experience
Auburn Pilates July 2015 - Present
Polycomp Administrative Services, Inc. May 2008 - Present
Skills
Microsoft Excel, Customer Service, Microsoft Office, Public Speaking, Strategic Planning
Education
University of California, Los Angeles 2006 — 2008
Bachelors, Economics
Auburn Pilates July 2015 - Present
Polycomp Administrative Services, Inc. May 2008 - Present
Skills
Microsoft Excel, Customer Service, Microsoft Office, Public Speaking, Strategic Planning
Education
University of California, Los Angeles 2006 — 2008
Bachelors, Economics
Linda Lum's Polycomp Administrative Services, Inc. Experience November 2002 - May 2005
Job Administration Case Manager
Industry Financial Services
Experience
Priority Pension Services, Inc. April 2014 - Present
United Retirement Plan Consultants May 2005 - April 2014
Polycomp Administrative Services, Inc. November 2002 - May 2005
Skills
401k, Employee Benefits, Retirement Planning, Retirement, Customer Service, Defined Benefit, Pensions, ERISA
Education
University of Hawaii - College of Business Administration
Priority Pension Services, Inc. April 2014 - Present
United Retirement Plan Consultants May 2005 - April 2014
Polycomp Administrative Services, Inc. November 2002 - May 2005
Skills
401k, Employee Benefits, Retirement Planning, Retirement, Customer Service, Defined Benefit, Pensions, ERISA
Education
University of Hawaii - College of Business Administration
Maxine Borow's Polycomp Administrative Services, Inc. Experience Associate Land PlannerTLA Engineering & PlanningMarch 2006 - December 2008
Job IRA Asset Assistant at Polycomp Administrative Services, Inc.
Industry Financial Services
Experience
Polycomp Administrative Services, Inc. Associate Land PlannerTLA Engineering & PlanningMarch 2006 - December 2008
R&B Engineering, Inc. September 2001 - March 2006
Skills
Data Analysis, Effective Writing, Project Coordination
Education
UC Davis 1998 — 2000
Bachelor of Science, Agricultural & Managerial Economics
Polycomp Administrative Services, Inc. Associate Land PlannerTLA Engineering & PlanningMarch 2006 - December 2008
R&B Engineering, Inc. September 2001 - March 2006
Skills
Data Analysis, Effective Writing, Project Coordination
Education
UC Davis 1998 — 2000
Bachelor of Science, Agricultural & Managerial Economics
Caitlin Rosa's Polycomp Administrative Services, Inc. Experience August 2010 - February 2011
Job Office Manager at Diploma Plus, Inc.
Industry Education Management
Experience
California Independent Petroleum Association April 2014 - Present
Diploma Plus, Inc. February 2012 - Present
Manpower Staffing March 2011 - February 2012
Polycomp Administrative Services, Inc. August 2010 - February 2011
Manpower Staffing 2008 - 2009
Skills
Administrative..., Receptionist Duties, Hospitality, Telephone Reception, Office Management, Nonprofits, Calendaring
Education
San Jose State University 2002 — 2007
Bachelor of Science (BS), Hospitality Administration/Management
California Independent Petroleum Association April 2014 - Present
Diploma Plus, Inc. February 2012 - Present
Manpower Staffing March 2011 - February 2012
Polycomp Administrative Services, Inc. August 2010 - February 2011
Manpower Staffing 2008 - 2009
Skills
Administrative..., Receptionist Duties, Hospitality, Telephone Reception, Office Management, Nonprofits, Calendaring
Education
San Jose State University 2002 — 2007
Bachelor of Science (BS), Hospitality Administration/Management
Deborah Henderson's Polycomp Administrative Services, Inc. Experience June 2007 - Present
Job Collections Coordinator at Polycomp Administrative Services, Inc.
Industry Financial Services
Experience
Polycomp Administrative Services, Inc. June 2007 - Present
Pleasant Grove Community Church January 2004 - June 2007
PricewaterhouseCoopers September 1992 - October 1998
Winncrest Homes, Inc. December 1988 - September 1992
Murieta Sales Corporation June 1980 - December 1988
Home Federal Savings July 1977 - June 1980
Skills
Licensed California..., California Department...
Education
UC Davis 1973 — 1977
B.A., International Relations
Polycomp Administrative Services, Inc. June 2007 - Present
Pleasant Grove Community Church January 2004 - June 2007
PricewaterhouseCoopers September 1992 - October 1998
Winncrest Homes, Inc. December 1988 - September 1992
Murieta Sales Corporation June 1980 - December 1988
Home Federal Savings July 1977 - June 1980
Skills
Licensed California..., California Department...
Education
UC Davis 1973 — 1977
B.A., International Relations
Sarah Kinkade's Polycomp Administrative Services, Inc. Experience February 2014 - Present
Job Experienced Sales and Marketing Coordinator, Social Media Specialist, and Senior Administrative Assistant
Industry Accounting
Experience
Polycomp Administrative Services, Inc. February 2014 - Present
Polycomp Administrative Services, Inc. February 2013 - February 2014
Polycomp Administrative Services, Inc. February 2010 - February 2013
Old Republic Title Company June 2005 - December 2009
Skills
Marketing, Social Media Marketing, 401k, Qualified Retirement..., Microsoft Word, Microsoft Excel, Bookkeeping, Employee Benefits, Accounting, Payroll, Spreadsheets, Accounts Receivable, Invoicing, Outlook, Microsoft Office, Customer Service, Business Planning, System Administration, Management, Process Improvement, Insurance, Accounts Payable
Education
Sierra College 2003 — 2004
Associate of Arts (AA), English, Art
Dixie State University 2002 — 2003
General Education, English, Art studies
DeAnza College 2000 — 2002
General Education, Art studies
Homestead High School 1996 — 2000
High School
Polycomp Administrative Services, Inc. February 2014 - Present
Polycomp Administrative Services, Inc. February 2013 - February 2014
Polycomp Administrative Services, Inc. February 2010 - February 2013
Old Republic Title Company June 2005 - December 2009
Skills
Marketing, Social Media Marketing, 401k, Qualified Retirement..., Microsoft Word, Microsoft Excel, Bookkeeping, Employee Benefits, Accounting, Payroll, Spreadsheets, Accounts Receivable, Invoicing, Outlook, Microsoft Office, Customer Service, Business Planning, System Administration, Management, Process Improvement, Insurance, Accounts Payable
Education
Sierra College 2003 — 2004
Associate of Arts (AA), English, Art
Dixie State University 2002 — 2003
General Education, English, Art studies
DeAnza College 2000 — 2002
General Education, Art studies
Homestead High School 1996 — 2000
High School
Jade Gaelyn-Levai's Polycomp Administrative Services, Inc. Experience 2002 - 2004
Job Environmental and Financial Services Professional
Industry Financial Services
Experience
Lobdell Capital 2008 - Present
Green Sacramento LLC January 2007 - August 2008
Polycomp Administrative Services, Inc. 2002 - 2004
Skills
Microsoft Word, Microsoft Office, Invoicing, Pensions, Microsoft Excel, Customer Service, 401k, Public Speaking, Profit Sharing, Project Coordination, Outlook, Policy Analysis, Research, Qualified Retirement..., Defined Benefit, System Administration, Data Analysis, IRAs, Administrative..., Project Management, PowerPoint, Nonprofits, Teamwork, Account Management, Retirement Planning, Financial Analysis, Employee Benefits, Event Planning, Adobe Acrobat, Retirement, Finance
Education
San Francisco State University 2008 — 2011
BA, Environmental Studies: Sustainability and Social Justice, History
Keystone Heights High School 1980 — 1983
Lobdell Capital 2008 - Present
Green Sacramento LLC January 2007 - August 2008
Polycomp Administrative Services, Inc. 2002 - 2004
Skills
Microsoft Word, Microsoft Office, Invoicing, Pensions, Microsoft Excel, Customer Service, 401k, Public Speaking, Profit Sharing, Project Coordination, Outlook, Policy Analysis, Research, Qualified Retirement..., Defined Benefit, System Administration, Data Analysis, IRAs, Administrative..., Project Management, PowerPoint, Nonprofits, Teamwork, Account Management, Retirement Planning, Financial Analysis, Employee Benefits, Event Planning, Adobe Acrobat, Retirement, Finance
Education
San Francisco State University 2008 — 2011
BA, Environmental Studies: Sustainability and Social Justice, History
Keystone Heights High School 1980 — 1983
Pilar Winters's Polycomp Administrative Services, Inc. Experience January 2005 - February 2007
Job Associate Pension Administrator
Industry Financial Services
Experience
. April 2013 - Present
Verisight, Inc July 2012 - April 2013
Pinney Insurance Center, Inc 2009 - 2011
Polycomp Administrative Services, Inc. January 2005 - February 2007
Benetech, Inc. January 2000 - April 2001
Franklin Templeton June 1993 - January 2000
Skills
Knowledge of Agency...
Education
Golden Gate University 1996 — 1997
Master's degree, Human Resources Management/Personnel Administration, General
CSU Sacramento 1990 — 1993
Bachelor's degree, Psychology
. April 2013 - Present
Verisight, Inc July 2012 - April 2013
Pinney Insurance Center, Inc 2009 - 2011
Polycomp Administrative Services, Inc. January 2005 - February 2007
Benetech, Inc. January 2000 - April 2001
Franklin Templeton June 1993 - January 2000
Skills
Knowledge of Agency...
Education
Golden Gate University 1996 — 1997
Master's degree, Human Resources Management/Personnel Administration, General
CSU Sacramento 1990 — 1993
Bachelor's degree, Psychology
Connie McCleary-Geiger's Polycomp Administrative Services, Inc. Experience September 2000 - July 2002
Job Relationship Manager
Industry Financial Services
Experience
Bankers Trust June 2015 - Present
Athene Asset Management (f/k/a Aviva Investors North America) April 2012 - May 2015
Kidder Benefits Consultants, Inc. November 2006 - March 2012
Aerojet September 2005 - October 2006
Raley's July 2002 - August 2005
Polycomp Administrative Services, Inc. September 2000 - July 2002
Watson Wyatt Worldwide December 1998 - May 2000
The Boston Consulting Group August 1992 - February 1998
Skills
Employee Benefits, Benefits Administration, 401k, Deferred Compensation, ERISA, Retirement, Wealth Management, Organization Skills, Executive..., Legal Documents, Legal Compliance, Event Planning, Events Coordination
Education
University of Iowa College of Law 1989 — 1992
Doctor of Law (J.D.)
University of Iowa 1985 — 1989
Bachelor of Arts (B.A.), Psychology
Bankers Trust June 2015 - Present
Athene Asset Management (f/k/a Aviva Investors North America) April 2012 - May 2015
Kidder Benefits Consultants, Inc. November 2006 - March 2012
Aerojet September 2005 - October 2006
Raley's July 2002 - August 2005
Polycomp Administrative Services, Inc. September 2000 - July 2002
Watson Wyatt Worldwide December 1998 - May 2000
The Boston Consulting Group August 1992 - February 1998
Skills
Employee Benefits, Benefits Administration, 401k, Deferred Compensation, ERISA, Retirement, Wealth Management, Organization Skills, Executive..., Legal Documents, Legal Compliance, Event Planning, Events Coordination
Education
University of Iowa College of Law 1989 — 1992
Doctor of Law (J.D.)
University of Iowa 1985 — 1989
Bachelor of Arts (B.A.), Psychology
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY