Retirement Alliance, Inc.

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Retirement Alliance, Inc. Employees

Employee
Years
Job
Industry
Jamie Guerriero Jamie Guerriero Seattle, Washington Details
Jamie Guerriero's Retirement Alliance, Inc. Experience October 2005 - May 2008
Job Seeking My Next Challenge!
Industry Management Consulting
Experience
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

Shannon Coulter, MSITM Shannon Coulter, MSITM Concord, New Hampshire Details
Shannon Coulter, MSITM's Retirement Alliance, Inc. Experience May 2011 - August 2014
Job Technical Consultant at Robert Half Technology
Industry Computer Networking
Experience
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

Tiffany Jepsen Tiffany Jepsen Gilbert, Arizona Details
Tiffany Jepsen's Retirement Alliance, Inc. Experience November 2013 - December 2014
Job Account Administrator
Industry Financial Services
Experience
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

Angela Crosby Angela Crosby Greater Boston Area Details
Angela Crosby's Retirement Alliance, Inc. Experience August 2002 - February 2005
Job Program Director at Fidelity Investments
Industry Financial Services
Experience
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

Kerry Spencer Kerry Spencer Charleston, South Carolina Details
Kerry Spencer's Retirement Alliance, Inc. Experience May 2006 - June 2012
Job
Industry Hospitality
Experience
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

Dennis Bolt Dennis Bolt Greater Los Angeles Area Details
Dennis Bolt's Retirement Alliance, Inc. Experience January 2005 - July 2009
Job Independent Financial Consultant
Industry Financial Services
Experience
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

Joseph Crean Joseph Crean Greater Boston Area Details
Joseph Crean's Retirement Alliance, Inc. Experience February 2006 - Present
Job Compliance Specialist at Retirement Alliance, Inc.
Industry Financial Services
Experience
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

Ellen Quinlan Ellen Quinlan West Palm Beach, Florida Area Details
Ellen Quinlan's Retirement Alliance, Inc. Experience 1994 - 2003
Job President of Darbster Companies / The Pension Studio
Industry Financial Services
Experience
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

Rebeccah Kocak Rebeccah Kocak Greater Boston Area Details
Rebeccah Kocak's Retirement Alliance, Inc. Experience September 2010 - February 2014
Job Relationship Manager at Empower Retirement
Industry Financial Services
Experience
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

Brian Douglas, AIF®, APA, PPC Brian Douglas, AIF®, APA, PPC Greater Boston Area Details
Brian Douglas, AIF®, APA, PPC's Retirement Alliance, Inc. Experience September 2001 - February 2011
Job External Wholesaler at BPAS
Industry Financial Services
Experience
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

Melinda Malik, M.S., M.Ed. Melinda Malik, M.S., M.Ed. Manchester, New Hampshire Details
Melinda Malik, M.S., M.Ed.'s Retirement Alliance, Inc. Experience August 2004 - August 2005
Job Head of Reference & Instructional Services at Saint Anselm College
Industry Libraries
Experience
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)

Christopher Ouimette Christopher Ouimette Hooksett, New Hampshire Details
Christopher Ouimette's Retirement Alliance, Inc. Experience August 2006 - January 2007
Job Senior Pension Specialist at Fidelity Investments
Industry Financial Services
Experience
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

Justin E. Mercer, CPC, QPA, QKA Justin E. Mercer, CPC, QPA, QKA Mobile, Alabama Details
Justin E. Mercer, CPC, QPA, QKA's Retirement Alliance, Inc. Experience May 2014 - December 2014
Job Assistant Vice President & Trust Officer at Trustmark Bank
Industry Financial Services
Experience
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

Alan Valenca Alan Valenca Greater Boston Area Details
Alan Valenca's Retirement Alliance, Inc. Experience February 2010 - February 2013
Job Vice President Regional Sales Consultant at T. Rowe Price
Industry Financial Services
Experience
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

Tim Nasworthy, CFP, AIF Tim Nasworthy, CFP, AIF Richmond, Virginia Area Details
Tim Nasworthy, CFP, AIF's Retirement Alliance, Inc. Experience April 2011 - January 2014
Job Helping 401k Plan Sponsors and Participants by Reducing Costs, Enhancing Client Experiences and Lowering Liability
Industry Financial Services
Experience
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

Steve Gondek Steve Gondek Greater Atlanta Area Details
Steve Gondek's Retirement Alliance, Inc. Experience January 2002 - June 2006
Job Regional Vice President, Group Retirement Plans at Ohio National Financial Services
Industry Financial Services
Experience
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

Shannon Blair Taji, APR, AIF®, C(k)P® Shannon Blair Taji, APR, AIF®, C(k)P® Providence, Rhode Island Area Details
Shannon Blair Taji, APR, AIF®, C(k)P®'s Retirement Alliance, Inc. Experience January 2013 - Present
Job Vice President of Sales at Retirement Alliance, Inc.
Industry Financial Services
Experience
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

Louise Belli Louise Belli Greater Boston Area Details
Louise Belli's Retirement Alliance, Inc. Experience September 1999 - September 2004
Job Substitute Teacher at SAU 53
Industry Accounting
Experience
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

Vincent Vicidomini Vincent Vicidomini Greater Boston Area Details
Vincent Vicidomini's Retirement Alliance, Inc. Experience October 2013 - November 2014
Job Vice President, Sales Consulting at Mesirow Financial
Industry Financial Services
Experience
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

Carol Molitor Carol Molitor Greater Boston Area Details
Carol Molitor's Retirement Alliance, Inc. Experience 2011 - 2012
Job Financial Advisor
Industry Financial Services
Experience
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

Jennifer Whitlock Jennifer Whitlock Manchester, New Hampshire Details
Jennifer Whitlock's Retirement Alliance, Inc. Experience January 2007 - February 2015
Job Junior Pension Consultant at The Pension Studio
Industry Financial Services
Experience
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

Kimberly Lacroix Kimberly Lacroix Hooksett, New Hampshire Details
Kimberly Lacroix's Retirement Alliance, Inc. Experience April 2010 - February 2014
Job Eligibility Analyst Senior Associate at Choicelinx
Industry Insurance
Experience
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

Heidi Asdot Heidi Asdot Pittsfield, New Hampshire Details
Heidi Asdot's Retirement Alliance, Inc. Experience July 2011 - February 2014
Job Plan Administration Team Leader at The Retirement Advantage
Industry Financial Services
Experience
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

Rob Sipprell Rob Sipprell Charlotte, North Carolina Area Details
Rob Sipprell's Retirement Alliance, Inc. Experience August 2010 - December 2010
Job Retirement Education Specialist with CUNA Mutual
Industry Financial Services
Experience
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

Cheryl Payne Cheryl Payne Tampa/St. Petersburg, Florida Area Details
Cheryl Payne's Retirement Alliance, Inc. Experience March 2013 - January 2014
Job Accomplished Marketing & Graphic Design Professional
Industry Design
Experience
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

Heather Mahan Heather Mahan Greater Boston Area Details
Heather Mahan's Retirement Alliance, Inc. Experience March 2010 - April 2011
Job Manager, Retirement Plans Consulting Group at Portfolio Evaluations, Inc.
Industry Financial Services
Experience
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

Judith Desrosiers Judith Desrosiers Greater Boston Area Details
Judith Desrosiers's Retirement Alliance, Inc. Experience October 2006 - July 2007
Job Director of Finance at Nichols & Pratt, LLP.
Industry Accounting
Experience
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

Jillian Bernatchez Jillian Bernatchez Manchester, New Hampshire Details
Jillian Bernatchez's Retirement Alliance, Inc. Experience June 2008 - February 2014
Job Customer Service/Client Support Specialist at miEdge
Industry Financial Services
Experience
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

Sonya Yerxa Sonya Yerxa Greater Boston Area Details
Sonya Yerxa's Retirement Alliance, Inc. Experience 2008 - Present
Job Controller at Retirement Alliance, Inc
Industry Financial Services
Experience
Retirement Alliance, Inc.   2008 - Present

Education
Husson College
BS, Business Administration

Amanda Alber Amanda Alber Manchester, New Hampshire Details
Amanda Alber's Retirement Alliance, Inc. Experience May 2014 - January 2015
Job Accounts Receivable Specialist at Benefit Strategies
Industry Accounting
Experience
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

Todd Gammon Todd Gammon Greater Boston Area Details
Todd Gammon's Retirement Alliance, Inc. Experience February 2013 - June 2013
Job Strategic Initiatives Manager at Optum
Industry Hospital & Health Care
Experience
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