Retirement Alliance, Inc.
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Retirement Alliance, Inc. Employees
ABC Legal Services February 2015 - June 2015
ABC Legal Services March 2014 - January 2015
ABC Legal Services June 2013 - March 2014
JEG Consignments LLC May 2012 - May 2013
Northeast Utilities November 2010 - May 2012
Walmart June 2009 - December 2010
Retirement Alliance, Inc. October 2005 - May 2008
Skills
Customer Service, Microsoft Excel, Microsoft Office, Microsoft Word, Outlook, Time Management, Access, Public Speaking, PowerPoint, Customer Satisfaction, Data Entry, Customer Experience, Teamwork, Leadership, Team Leadership, Sales, Social Networking, Coaching, Training, Inventory Management, Certified Personal..., CRM, Human Resources, Marketing, Strategy, Management, Retail
Education
Manchester Community College 2008 — 2011
Exercise Science
Jim Evans Academy Of Professional Umpiring 2003 — 2004
Professional Umpiring
Robert Half Technology January 2015 - Present
Pneutek September 2006 - Present
Whole Health Concord 2009 - Present
Retirement Alliance, Inc. May 2011 - August 2014
Dennehy & Bouley Associates 2013 - 2014
State of New Hampshire May 2007 - May 2011
Statewide Communications August 2006 - May 2007
St. Joseph Hospital March 2005 - August 2006
DTC Communications 2003 - 2005
Skills
Windows Server, VMware, Troubleshooting, Microsoft Exchange, Technical Support, Information Technology, Microsoft Technologies, Citrix, SQL, Cisco Technologies, Active Directory, SharePoint, Security, VoIP, Telecommunications, Informatica Cloud, Microsoft Office, HP, System Administration, IT Management, Networking, Management, Servers, Salesforce, DNS, Citrix Metaframe, Infrastructure, Disaster Recovery, Hardware, Software Documentation, Business Continuity, Vendor Management, Integration, Sonicwall, Consulting, Network Security, Customer Service, Virtualization, Salesforce.com...
Education
Franklin Pierce University 2005 — 2011
Masters, Information Technology Management
Franklin Pierce University 2003 — 2005
Bachelors, Information Technology
NHTI, Concord's Community College 1999 — 2002
Associates, Computer Information Systems
Winnisquam
Winnisquam
Alerus Retirement Solutions October 2014 - Present
Retirement Alliance, Inc. November 2013 - December 2014
Boyce & Associates, Inc. January 2009 - November 2013
Benefit Plans, Inc. 2000 - 2008
Skills
401k, Profit Sharing, Pensions, Qualified Retirement..., Defined Contribution, Process Improvement, Pension Administration, Retirement Plan..., ERISA, Defined Benefit, Employee Benefits, Retirement Planning, Retirement
Education
University of Nebraska-Lincoln 1993 — 1998
Bachelor of Science, Agribusiness
Fidelity Investments March 2014 - Present
Fidelity Investments July 2013 - March 2014
Fidelity Investments January 2012 - March 2014
Fidelity Investments January 2010 - January 2012
Fidelity Investments January 2007 - December 2009
Fidelity Investments February 2005 - December 2006
Retirement Alliance, Inc. August 2002 - February 2005
EF Education August 1999 - May 2002
Skills
Requirements Gathering, Financial Services, Vendor Management, Agile Methodologies, Relationship Management, Project Portfolio..., Business Analysis, Business Process..., Software Project..., Process Improvement, Program Management, SDLC, Call Centers, Insurance, Analytics, Risk Management, Requirements Analysis, Analysis, Business Process, Business Requirements, Business Transformation, Consulting, Change Management, PMO, CRM, Employee Benefits, Visio, PMP, Business Intelligence, Certified Scrum Master...
Education
Hamilton College 1995 — 1999
BA, Classical Studies
NCR Corporation October 2014 - Present
NCR Corporation March 2013 - October 2014
Spencer Financial Consultants, LLC January 2006 - October 2014
Fiduciary Consulting Group, LLC October 2010 - October 2012
Retirement Alliance, Inc. May 2006 - June 2012
Vette Corp May 2006 - April 2012
Retirement Alliance Inc. January 2003 - January 2006
CIGNA Healthcare August 2000 - November 2002
Partners HealthCare November 1995 - August 2000
Harvard Pilgrim Health Care February 1994 - November 1995
Skills
Access, Navision, Hyperion Reports, Khalix, PeopleSoft Financial, Jet Reports, Quickbooks, Excel, NetSuite
Education
Bentley University 1990 — 1992
MBA
Bryant University 1985 — 1989
BS
Alpha Strategies Investment Consulting September 2011 - September 2012
Lighthouse Financial Services, Inc. July 2009 - July 2010
Retirement Alliance, Inc. January 2005 - July 2009
Charles Schwab & Co., Inc. June 1988 - October 2004
City of Loma Linda Fire Department January 1990 - March 2000
Recording for the Blind & Dyslexic January 1995 - January 2000
Skills
Portfolio Management, Public Speaking, Financial Planners, Investments, Wealth Management, Asset Allocation, Retirement Planning, Retirement, Investment Management, Pensions, Financial Advisory, Financial Services, Strategic Financial..., 401k, Leadership, Business Planning, Employee Benefits, Insurance, Marketing, Sales, Finance, Series 7, Strategy, Securities, Relationship Management, Hedge Funds, Wealth Management..., Business Development, Mutual Funds, CRM, Investment Advisory, Small Business, Asset Management, Investment Strategies, Management, Series 63, Alternative Investments, Wealth, Fixed Annuities, Equities, Fixed Income, Private Equity, Strategic Planning, Capital Markets, Due Diligence, Risk Management, Investment Banking, Banking, Options, Trading
Education
San Bernardino Valley College 2010 — 2013
Associates in Science
Crafton Hills College 1990 — 1992
Associates
Retirement Alliance, Inc. February 2006 - Present
Skills
ERISA, Profit Sharing, Retirement Plan..., Defined Contribution, 401k
Education
Southern New Hampshire University 2000 — 2005
Bachelor's degree, Accounting
Darbster January 2009 - Present
The Pension Studio January 2004 - Present
Retirement Alliance, Inc. 1994 - 2003
Skills
401k
Education
Saint Anselm College 1983 — 1987
BA, Business
Babson College
MBA
EMPOWER Retirement March 2014 - Present
Retirement Alliance, Inc. September 2010 - February 2014
Various Yoga Studios April 2009 - September 2010
ADP November 1999 - January 2009
Scudder Investments 1999 - 2009
Investors Bank & Trust October 1998 - November 1999
The Kraematon Group February 1997 - October 1998
Skills
FINRA Series 65, 401k, Mutual Funds, Defined Contribution, Series 63, Retirement, Series 6, ERISA, Series 7, Pensions, Investments, Defined Benefit, Retirement Plan..., Retirement Planning, Wealth Management, Financial Services, Management, Relationship Management, Employee Benefits
Education
Merrimack College 2002 — 2003
Certificate of Advanced Financial Planning
Bentley University 1993 — 1997
BS, Economics/Finance
Stoneham High
BPAS December 2013 - Present
Commonwealth Financial Network February 2011 - December 2013
Retirement Alliance, Inc. September 2001 - February 2011
Putnam Investments June 1996 - April 2001
Skills
Retirement Plan..., Qualified Retirement..., Mutual Funds, 401k, Retirement, Series 7, Series 65, Benchmarking, Fiduciary Services, ERISA, Superior Client Service, Cash Balance, Investments, Social Networking, Salesforce.com, Financial Advisory, AIF, Simple IRA, SEP IRA, Financial Services, Client Services
Education
Plymouth State University 1992 — 1996
Bachelors, Marketing, minor in Economics
Saint Anselm College October 2014 - Present
Manchester Community College March 2013 - October 2014
Merrimack College July 2012 - March 2013
Merrimack College November 2009 - July 2012
UNH Manchester Library October 2006 - November 2009
UNH Manchester Library February 2006 - October 2006
Retirement Alliance, Inc. August 2004 - August 2005
Putnam Investments 2002 - 2004
Putnam Investments 2001 - 2002
Putnam Investments 2000 - 2001
Education
Merrimack College 2011 — 2015
Master of Education (MEd)
Simmons College 2005 — 2008
Master of Science (MS)
University of New Hampshire 1995 — 1999
Bachelor of Arts (BA)
Fidelity Investments June 2007 - Present
Retirement Alliance, Inc. August 2006 - January 2007
Fidelity Investments February 2004 - August 2006
Skills
Pensions, Defined Benefit, Retirement, Investments, Defined Contribution, Financial Services, Pension Administration, Pension Funds, Asset Management, Actuarial Science, Risk Management, Employee Benefits
Education
University of Phoenix 2008 — 2012
Bachelor's degree, Accounting
New Hampshire Technical Institute
Trustmark Bank December 2014 - Present
Retirement Alliance, Inc. May 2014 - December 2014
Employee Fiduciary November 2009 - April 2014
Pilot Catastrophe Service August 2005 - June 2006
Skills
Access, Excel, Microsoft Excel, Retirement Plan..., Qualified Retirement..., Customer Service, Process Improvement, Microsoft Office, Retirement, Employee Benefits, Investments, Mutual Funds, Financial Analysis
Education
University of South Alabama 2003 — 2009
B.S., Finance
T. Rowe Price February 2013 - Present
Retirement Alliance, Inc. February 2010 - February 2013
The Newport Group January 2008 - January 2010
ADP June 2003 - January 2008
Walker MacRae, Inc. July 2001 - June 2003
Morgan Stanley June 1998 - July 2001
ADP August 1993 - June 1998
Skills
Retirement, Mutual Funds, 401k, Retirement Planning, Investments, Employee Benefits, Marketing Strategy, ERISA, Sales, Investment Advisory, New Business Development, Defined Benefit, Asset Management, Retirement Plans, Defined Contribution, Sales Management, Asset Allocation, Public Speaking, Strategic Financial..., Selling, Strategic Planning, Securities, Plan Design, Financial Planning, Series 63, Financial Advisory, Business Planning
Education
Colgate University 1982 — 1986
BA
Boston University 1988 — 1991
Certificate in Financial Planning
Babson College 1991 — 1996
MBA
Arsenal 401k Advisors January 2014 - Present
Retirement Alliance, Inc. April 2011 - January 2014
Ameriprise Financial Services, Inc. 2005 - 2011
Alliance Capital Management / Hartford Retirement Plans Group 2000 - 2005
Scott & Stringfellow January 1995 - January 2000
United States Navy January 1979 - April 1984
Skills
ERISA, Qualified Retirement..., Retirement, Financial Advisory, Pensions, Investment Advisory, Investments, Defined Benefit, Defined Contribution, Wealth Management..., Series 65, Series 7, FINRA, Fiduciary Services, TPA, Mutual Funds, Series 6, Series 63, Profit Sharing, Retirement Plan..., 401k, Third Party..., 401k Recordkeeping, Asset Allocation
Education
The Center for Fiduciary Studies 2008 — 2009
AIF
College for Financial Planning 1991 — 1993
CFP
Randolph-Macon College 1974 — 1978
B.A.
Annandale High School
Ohio National Financial Services November 2014 - Present
McCamish Systems June 2006 - Present
McCamish Systems, an Infosys Company 2006 - Present
Retirement Alliance, Inc. January 2002 - June 2006
Hartford Life August 1985 - January 2002
Skills
Insurance, Pensions, 401k, Investments, Qualified Retirement..., Nonqualified Retirement..., SaaS, Vendor Management, Vendor Relationships, Business Analysis, Asset Allocation, Business Relationship..., Wealth Management, Employee Benefits, Relationship Management, Fixed Annuities, Defined Benefit, Retirement Planning, Strategic Financial...
Education
Nichols College 1978 — 1981
BSBA, Management & Education
St. Thomas Seminary
College/University Preparatory and Advanced High School/Secondary Diploma Program
Retirement Alliance, Inc. January 2013 - Present
Retirement Alliance, Inc. October 2001 - December 2012
Fidelity Investments January 2000 - July 2001
Skills
401k, Retirement, Sales, Mutual Funds, Asset Allocation, Retirement Planning, Pensions, Series 63, Series 6, Retirement Plan..., Defined Contribution, ERISA, Profit Sharing
Education
Gettysburg College 1995 — 1999
Holderness School 1992 — 1995
SAU 53 September 2013 - Present
Nathan Wechsler & Company, P.A. August 2006 - November 2012
Fidelity Investments September 2004 - August 2006
Retirement Alliance, Inc. September 1999 - September 2004
Skills
Tax, Defined Contribution, Retirement Plan..., Mergers & Acquisitions, Strategic Financial..., Retirement, Auditing, ERISA, Financial Analysis, Pensions, Pension Administration, Accounting, Defined Benefit, Mutual Funds, Profit Sharing, 401k, Retirement Planning, Financial Reporting, Investments
Education
Southern New Hampshire University
Associates, Business
Mesirow Financial - Investment Strategies December 2014 - Present
Retirement Alliance, Inc. October 2013 - November 2014
ING US November 2005 - September 2013
ING US February 2004 - November 2005
CitiStreet July 2002 - February 2004
Skills
401k, Retirement, Defined Contribution, Pensions, Series 63, Retirement Planning, Series 6, Mutual Funds, Investments, Series 65, Financial Services, Asset Allocation, Sales, Wealth Management, Investment Advisory, Financial Advisory
Education
University of Florida 1997 — 2001
Heritage Pension Advisors 2013 - Present
Retirement Alliance, Inc. 2011 - 2012
Northeast Retirement Services 2000 - 2010
Scudder Kemper Retirement Services 1998 - 2000
Scudder Kemper Retirement Services 1997 - 1998
Scudder Kemper Retirement Services, Inc. 1995 - 1997
SunGard Brokerage Systems 1994 - 1995
Skills
ERISA, Series 63, Series 7, Mutual Funds, 401k, Retirement, Profit Sharing, Defined Benefit, Financial Services
Education
National Institute of Pension Administrators - NIPA
Bentley College
The Pension Studio March 2015 - Present
Retirement Alliance, Inc. January 2007 - February 2015
The RiverStone Group January 2004 - January 2006
The RiverStone Group September 2001 - January 2004
Skills
401k, 401k Rollovers, ASC, SRT, Accounting, Financial Analysis, Analysis, Microsoft Excel, Cash Management, Microsoft Word, Financial Accounting, High Level Of Accuracy, Financial Reporting, General Ledger, Sarbanes-Oxley Act, Finance, Auditing, Cash Flow, Internal Audit, Variance Analysis
Education
Keene State College 1997 — 2001
Bachelor's degree, Business Management
Merrimack High School 1993 — 1997
High School Diploma, General Studies
Retirement Alliance, Inc. April 2010 - February 2014
Third Party Administrators Inc January 2007 - April 2010
Stephen Eldridge & Company Inc August 2006 - January 2007
Bellwether Community Credit Union April 2005 - August 2006
Granite State Credit Union January 2002 - April 2005
Skills
Highly organized,..., Skilled problem..., Quick learner who..., Knowledge of PC..., Fourteen years of..., Pensions, Salesforce.com, 401k, Microsoft Excel, Defined Contribution, Employee Benefits, Defined Benefit, Retirement Planning
Education
Southern New Hampshire University 1998 — 2002
Bachelor of Science (B.S.), Business Studies
The Retirement Advantage May 2015 - Present
The Retirement Advantage March 2015 - Present
Tyler, Simms & St. Sauveur, CPAs April 2014 - March 2015
Retirement Alliance, Inc. July 2011 - February 2014
Third Party Administrators, Inc. October 2006 - July 2011
Sterling Jewelers June 2004 - October 2006
Skills
Accredited Pension..., NIPA, ASC Administration..., Relius Software..., Salesforce.com..., Proficient in Microsoft..., SRT, Treeno, Salesforce.com, Pensions, 401k, Retirement, Defined Contribution, Pension Administration, Sales, Customer Service, Coaching
Education
Southern New Hampshire University 2003 — 2005
Business Management
Southern New Hampshire University 2001 — 2003
Business Management
CUNA Mutual Group November 2012 - Present
Wells Fargo Advisors, LLC January 2011 - November 2012
Retirement Alliance, Inc. August 2010 - December 2010
Retirement Alliance March 2008 - August 2010
Charles Schwab & Co., Inc. 1997 - 2008
Education
University of North Carolina at Chapel Hill 1986 — 1990
BS, Mathematical Sciences
Retirement Alliance, Inc. March 2013 - January 2014
New Hampshire Catholic Charities November 2008 - September 2012
Foxfire Property Management September 2007 - November 2008
Cellular Specialties, Inc. September 2005 - May 2007
Skills
Graphic Design, Social Media, Adobe Creative Suite, Problem Solving, Strategic Planning, Marketing Strategy, Teamwork, Project Planning, Integrated Marketing, New Media, Corporate Branding, Campaign Plans, Writing, Fundraising, Events, Presentations, Public Speaking, Wordpress, Non-profits, Pre-press, Newsletters, Event Planning, Public Relations, Raiser's Edge, Copywriting, Advertising, Email Marketing, Program Management
Education
University of New Hampshire-Manchester 2002 — 2004
BA, Communication Arts
The University of Kansas 2000 — 2001
Microbiology
Portfolio Evaluations, Inc. April 2011 - Present
Retirement Alliance, Inc. March 2010 - April 2011
Mahan Consulting April 2008 - March 2010
Charles Schwab December 2000 - March 2008
Putnam Investments 1998 - 2001
Skills
Investments
Education
University of New Hampshire 1989 — 1993
BS, Communication Disorders
University of New Hampshire -- Peter T. Paul College of Business and Economics 1989 — 1993
BS, Communication Disorders
Nichols & Pratt, LLP. August 2012 - Present
International School of Boston July 2009 - December 2010
New England Financial July 2007 - January 2009
Retirement Alliance, Inc. October 2006 - July 2007
Atrium Medical November 2005 - June 2006
Amherst Bookkeeping Company 1986 - 2005
Integrated Control Concepts, Inc 1990 - 2000
Skills
Certified QuickBooks..., Certified QuickBooks..., Quickbooks Pro Advisor..., Accounting departments..., Quickbooks, Excel, Word, Oracle, Strong in accounting..., Financial Reporting, Accounting, QuickBooks, Finance
Education
Daniel Webster College 1985 — 1991
BA, Accounting
Daniel Webster College
miEdge May 2014 - Present
Retirement Alliance, Inc. June 2008 - February 2014
Fidelity Investments June 2006 - June 2008
Fidelity Investments November 2005 - June 2006
Fidelity Investments September 2004 - November 2005
Skills
401k, Defined Benefit, Retirement, Customer Service, Employee Benefits, Microsoft Office, Salesforce.com, Training, SRT, Retirement Planning, Retirement Plan..., Cash Balance, Pensions, ERISA, DOL
Education
Bridgewater State University 1999 — 2003
Bachelor, Psychology
Retirement Alliance, Inc. 2008 - Present
Education
Husson College
BS, Business Administration
Benefit Strategies February 2015 - Present
Retirement Alliance, Inc. May 2014 - January 2015
Benefit Administration Company October 2010 - March 2014
Pogacha Restaurant June 2003 - March 2014
Kirkland Shared Services January 2010 - September 2010
Skills
Account Reconciliation, Microsoft Office, Payroll, Cash Receipts, Data Analysis, Account Management, Accounting, Fixed Assets, Accounts Receivable, Journal Entries, Accounts Payable, QuickBooks, PowerPoint, Microsoft Excel, Financial Accounting, Accruals, Bookkeeping, Bank Reconciliation, Outlook, Access, Invoicing
Education
Lake Washington Technical College 2009 — 2010
Associates Degree, Accounting, 3.95 GPA
Optum June 2013 - Present
Retirement Alliance, Inc. February 2013 - June 2013
Aon Hewitt 2011 - 2012
AARP Financial November 2005 - October 2010
Fidelity Investments February 2005 - October 2005
Abbott Laboratories - Ross May 2004 - November 2004
Abbott Laboratories July 2003 - May 2004
Rockingham Nissan February 2003 - July 2003
Cintas Corporation February 2002 - December 2002
Automatic Data Processing March 2000 - January 2002
Skills
401k, Retirement
Education
Ohio University 1995 — 2000
Bachelor of Arts, History