Qualified Plan Administrators, Inc.
Industry: Company
DescriptionFounded: 1994 Parent organization: Swerdlin & Company
Qualified Plan Administrators, Inc. List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Qualified Plan Administrators, Inc.. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Qualified Plan Administrators, Inc. Employees
Wells Fargo April 2015 - Present
Wells Fargo Advisors September 2014 - Present
Wells Fargo March 2014 - April 2015
Qualified Plan Administrators, Inc. July 2011 - February 2012
Retirement Strategies, Inc. November 2010 - February 2012
Retirement Strategies, Inc. May 2008 - January 2009
Skills
Financial Reporting, Microsoft Excel, Auditing, Financial Analysis, Accounting, Management, Customer Service, Finance, Budgets, Microsoft Word, Strategic Planning, Tax, PowerPoint, Analysis, Financial Accounting, Account Reconciliation, Credit, Banking, Portfolio Management, Leadership
Education
Georgia Regents University 2006 — 2009
Bachelor's Degree, Banking, Corporate, Finance, and Securities Law
IBM July 2015 - Present
IBM October 2013 - July 2015
IBM September 2012 - October 2013
IBM ISC February 2009 - August 2012
Qualified Plan Administrators, Inc. December 2007 - December 2008
Skills
Financial Analysis, Financial Reporting, Forecasting, Accounting, Strategic Financial..., Microsoft Excel, Financial Modeling, Analysis, Budgets, Variance Analysis, Business Analysis, Managerial Finance, Corporate Finance, Internal Controls, Finance, Microsoft Office, Investments, Valuation, Hyperion, Lotus Notes, Essbase, Business Process..., Consolidation, Process Improvement, Cognos, Financial Accounting, Project Planning, Data Analysis, Team Leadership, Teamwork
Education
Brenau University 2007 — 2009
Master of Business Administration (M.B.A.), Business Administration and Management, General
Augusta State University 2005 — 2007
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Qualified Plan Administrators, Inc. January 2014 - Present
Total Pension Administrators, Inc. December 2002 - December 2013
The Trust Company of the South September 2000 - October 2002
The Pension /Profit Sharing Design Center, Inc. August 1995 - September 2000
Skills
Pensions, Retirement, 401k, Retirement Planning, Profit Sharing, ERISA
Education
Meredith College 1988 — 1991
Bachelor of Science, Business Administration, concentration in Management
Qualified Plan Administrators, Inc. January 1995 - Present
Swerdlin & Company September 2013 - August 2015
Serotta Maddocks Evans & Co., CPAs October 1981 - January 1995
Georgia Railroad Bank & Trust Co May 1974 - October 1981
Skills
401k, Retirement, Retirement Plan..., Retirement Planning, ERISA, Pensions, Defined Benefit, Employee Benefits, Profit Sharing, Qualified Retirement..., IRS, 401k Rollovers, Benefits Administration, Business Planning, Cash Balance, Defined Contribution, 403 b
Education
University of South Carolina 1981 — 1984
ABG Pentegra August 2010 - Present
Qualified Plan Administrators, Inc. January 2010 - September 2010
PenServ Plan Services August 2006 - January 2010
First Sun Employee Benefits May 2003 - August 2006
Skills
Investments, Defined Contribution, Management, Defined Benefit, Employee Benefits, Retirement, 401k, Profit Sharing, Pension Administration, Finance, Retirement Planning, Mutual Funds, Financial Services
Education
University of South Carolina - Darla Moore School of Business 1997 — 2001
BA, Accounting
Middleburg Academy 1982 — 1984
Notre Dame Academy 1982 — 1984
Albert Gallatin High School
Elizabethton Star June 2008 - Present
Qualified Plan Administrators, Inc. March 2005 - June 2008
Margaret Moses, CPA August 2003 - December 2005
Skills
Accounting, Microsoft Excel, Microsoft Office, Microsoft Word, Outlook, Human Resources, Editing, QuickBooks
Education
East Tennessee State University 1999 — 2003
Bachelor of Business Administration, Accounting
Brown Edwards September 2015 - Present
Qualified Plan Administrators, Inc. November 2012 - August 2015
First Tennessee Bank February 2004 - November 2012
Carteret Mortgage November 2002 - February 2004
Bank of America September 1997 - September 2002
Union Planters Bank September 1996 - September 1997
Skills
Banking, Loans, Qualified Retirement..., Accounting, Investments, Life Insurance, Health Insurance, Long Term Care Insurance, Certified Financial..., Management, Retirement Planning, Pensions, 401k, IRAs, Employee Benefits, Retail Banking, Retirement, Strategic Financial..., Financial Planning, Finance, Insurance, Mortgage Lending, Sales
Education
Tennessee Technological University 2010 — 2011
Accounting
Florida State University 2005 — 2006
Certification Program, Certified Financial Planner Online Program
Virginia Polytechnic Institute and State University - Pamplin College of Business 1991 — 1996
B.S., Finance
Sullivan North High School 1987 — 1991
Qualified Plan Administrators, Inc. December 2011 - Present
Skills
Mutual Funds, Employee Benefits, Financial Services, 401k, Selling, Sales, Retirement Planning, Investments, Strategic Financial...
Education
State University of New York at Buffalo 1973 — 1977
BA, Geography
Qualified Plan Administrators, Inc. November 2000 - Present
Skills
401k, Retirement, Retirement Planning, Employee Benefits, Pensions
Education
East Tennessee State University 1981 — 1985
BA, Accounting
BlueStar Retirement Services, Inc. June 2014 - Present
Swerdlin & Company September 2013 - May 2014
Qualified Plan Administrators, Inc. April 2008 - September 2013
Newport Real Estate Group January 2007 - April 2008
Skills
Employee Benefits, Accounting, Excel, Pensions, Payroll, Microsoft Excel, Profit Sharing, 401k, Retirement Plan..., ERISA, Insurance, Retirement Planning, Retirement, Life Insurance, Investments, Pension Administration, Defined Benefit, Qualified Retirement..., Defined Contribution, Estate Planning, 403 b
Education
Augusta State University 2004 — 2006
Bachelors, Finance
Valdosta State University 2000 — 2002
Tift County High School 1997 — 2000
BB&T July 2013 - Present
Inmar February 2012 - July 2013
Paychex 2007 - 2010
Southeastern Employee Benefit Services 2001 - 2007
Qualified Plan Administrators, Inc. 1997 - 2001
Benefit Plan Administrators, Inc. 1995 - 1997
Skills
401k, Retirement, Employee Benefits, Profit Sharing, Compliance, Pension Administration, Plan Administration, Excel, Benefits Administration, ERISA, Pensions, Relationship Management, Microsoft Office
Education
Bridgewater State College
BS, Business Management