Retirement Benefits Group
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Retirement Benefits Group Employees
Employee
Years
Job
Industry
Yessenia Flores Yessenia Flores's Retirement Benefits Group Experience March 2015 - Present
Job Office Manager at Retirement Benefits Group
Industry Financial Services
Experience
Retirement Benefits Group March 2015 - Present
Diamond Wealth Management January 2013 - February 2015
Wells Fargo April 2003 - March 2011
Skills
Client Liaison, Client Relations Skills, Customer Service, Customer Satisfaction, Customer Experience, Customer Support, Office Administration, Front Office, Administrative..., Executive..., Volunteering, Non-profit Volunteer, Telephone Skills, Telephone Reception, Telephone Manner, Schedule Control, Coordinating Schedules, Seminar Marketing, Email Marketing
Education
UNLV 2000 — 2004
Business, Management, Marketing, and Related Support Services
Retirement Benefits Group March 2015 - Present
Diamond Wealth Management January 2013 - February 2015
Wells Fargo April 2003 - March 2011
Skills
Client Liaison, Client Relations Skills, Customer Service, Customer Satisfaction, Customer Experience, Customer Support, Office Administration, Front Office, Administrative..., Executive..., Volunteering, Non-profit Volunteer, Telephone Skills, Telephone Reception, Telephone Manner, Schedule Control, Coordinating Schedules, Seminar Marketing, Email Marketing
Education
UNLV 2000 — 2004
Business, Management, Marketing, and Related Support Services
Martijn Simonis Martijn Simonis's Retirement Benefits Group Experience September 2011 - December 2011
Job J.D. Candidate NYU School of Law Class of 2017
Industry Law Practice
Experience
ktc digital agency July 2012 - March 2013
Retirement Benefits Group September 2011 - December 2011
Education
New York University School of Law 2014 — 2017
University of Amsterdam 2013 — 2014
Master's degree, International Finance
San Diego State University-California State University 2007 — 2011
BA, International Business, Summa Cum Laude
Universidad Pontificia Comillas
Exchange Program, Accounting and Finance
Universidad Autónoma del Carmen 2006 — 2007
Preparatoria
Han Fortmann College 2001 — 2006
Pre-University Education
ktc digital agency July 2012 - March 2013
Retirement Benefits Group September 2011 - December 2011
Education
New York University School of Law 2014 — 2017
University of Amsterdam 2013 — 2014
Master's degree, International Finance
San Diego State University-California State University 2007 — 2011
BA, International Business, Summa Cum Laude
Universidad Pontificia Comillas
Exchange Program, Accounting and Finance
Universidad Autónoma del Carmen 2006 — 2007
Preparatoria
Han Fortmann College 2001 — 2006
Pre-University Education
Joel Shomaker CFP® PPC™ Joel Shomaker CFP® PPC™'s Retirement Benefits Group Experience 2009 - Present
Job CERTIFIED FINANCIAL PLANNER™ Professional Retirement Plan Consultant
Industry Financial Services
Experience
Retirement Benefits Group 2009 - Present
Bank of America Investment Services December 2003 - December 2006
Prudential Securities 1998 - 2003
Skills
Retirement Planning, Asset Allocation, Retirement, Pensions, Qualified Retirement..., Investments, Estate Planning, 401k, Insurance, Wealth Management, Mutual Funds, Financial Advisory, Certified Financial..., Small Business, Investment Advisory, Series 7, Defined Benefit, ERISA, IRA's, Financial Planning, Series 66, Series 63, Annuities, Asset Management, Employee Benefits, Portfolio Management, Risk Management, Investment Strategies, Investment Products, Series 6, Profit Sharing, FINRA, Long Term Care, ETFs, Alternative Investments, Bonds, Equities
Education
Boston University 2010 — 2011
Certificate in Financial Planning, Financial Planning
California State University-Fullerton
BA, Finance
Retirement Benefits Group 2009 - Present
Bank of America Investment Services December 2003 - December 2006
Prudential Securities 1998 - 2003
Skills
Retirement Planning, Asset Allocation, Retirement, Pensions, Qualified Retirement..., Investments, Estate Planning, 401k, Insurance, Wealth Management, Mutual Funds, Financial Advisory, Certified Financial..., Small Business, Investment Advisory, Series 7, Defined Benefit, ERISA, IRA's, Financial Planning, Series 66, Series 63, Annuities, Asset Management, Employee Benefits, Portfolio Management, Risk Management, Investment Strategies, Investment Products, Series 6, Profit Sharing, FINRA, Long Term Care, ETFs, Alternative Investments, Bonds, Equities
Education
Boston University 2010 — 2011
Certificate in Financial Planning, Financial Planning
California State University-Fullerton
BA, Finance
natalie kendall natalie kendall's Retirement Benefits Group Experience November 2014 - June 2015
Job Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC June 2015 - Present
Retirement Benefits Group November 2014 - June 2015
Bergener & Associates June 2014 - November 2014
Armienti, DeBellis, Guglielmo & Rhoden LLP August 2011 - December 2013
Skills
Microsoft Excel, Client Relations Skills, Team-oriented, Goal Oriented, Organization &..., Microsoft Word, ProLaw, Outlook, Medical Records, Proficient Typing Skills, Social Media, Creative Writing, Creative Problem Solving, Customer Oriented
Education
City University of New York-Hunter College 2009 — 2011
Bachelor's degree, Media Studies
Irvine Valley College 2007 — 2009
Associate's degree
Wells Fargo Advisors, LLC June 2015 - Present
Retirement Benefits Group November 2014 - June 2015
Bergener & Associates June 2014 - November 2014
Armienti, DeBellis, Guglielmo & Rhoden LLP August 2011 - December 2013
Skills
Microsoft Excel, Client Relations Skills, Team-oriented, Goal Oriented, Organization &..., Microsoft Word, ProLaw, Outlook, Medical Records, Proficient Typing Skills, Social Media, Creative Writing, Creative Problem Solving, Customer Oriented
Education
City University of New York-Hunter College 2009 — 2011
Bachelor's degree, Media Studies
Irvine Valley College 2007 — 2009
Associate's degree
Darin Wassmann Darin Wassmann's Retirement Benefits Group Experience January 2006 - Present
Job Retirement Benefits Group
Industry Financial Services
Experience
Retirement Benefits Group January 2006 - Present
Prudential Financial January 2000 - December 2005
Franklin Templeton Investments January 1997 - December 1999
Education
California State University-Sacramento 1987 — 1991
Retirement Benefits Group January 2006 - Present
Prudential Financial January 2000 - December 2005
Franklin Templeton Investments January 1997 - December 1999
Education
California State University-Sacramento 1987 — 1991
Sidney Lopez Sidney Lopez's Retirement Benefits Group Experience March 2012 - February 2013
Job Sales & Marketing Operations Director at Innovative Pension
Industry Financial Services
Experience
Innovative Pension March 2013 - Present
Retirement Benefits Group March 2012 - February 2013
Innovative Pension September 2002 - February 2012
Skills
401k, Retirement Planning, Mutual Funds, Retirement, Defined Benefit, Asset Allocation, Pensions, IRAs, Series 7, Asset Management
Education
California State University-Fresno 1998 — 2001
BA, History
Innovative Pension March 2013 - Present
Retirement Benefits Group March 2012 - February 2013
Innovative Pension September 2002 - February 2012
Skills
401k, Retirement Planning, Mutual Funds, Retirement, Defined Benefit, Asset Allocation, Pensions, IRAs, Series 7, Asset Management
Education
California State University-Fresno 1998 — 2001
BA, History
Larry Deatherage, AIF, PRP, PPC Larry Deatherage, AIF, PRP, PPC's Retirement Benefits Group Experience December 1990 - Present
Job Retirement Plan Consultant at Retirement Benefits Group
Industry Financial Services
Experience
Retirement Benefits Group December 1990 - Present
Skills
Profit Sharing, Defined Benefit
Education
San Diego State University-California State University 1987 — 1991
BS, Economics, Marketing
Retirement Benefits Group December 1990 - Present
Skills
Profit Sharing, Defined Benefit
Education
San Diego State University-California State University 1987 — 1991
BS, Economics, Marketing
Rochelle Davis Rochelle Davis's Retirement Benefits Group Experience November 2013 - January 2014
Job Personal Trainer and Nutrition Specialist
Industry Health, Wellness and Fitness
Experience
Personal Training 2014 - Present
Seaside Financial & Insurance Services April 2014 - September 2014
Retirement Benefits Group November 2013 - January 2014
Morgan Stanley Wealth Management December 2008 - September 2013
Skills
Financial, Asset Management, Finance, Investments, Wealth Management, Series 7, Financial Services, Retirement Planning, Financial Planning, Securities, Mutual Funds, Asset Allocation, Equities, Portfolio Management, Financial Analysis, FINRA, Banking, Investment Advisory, Wealth, Financial Advisory, Investment Strategies, Customer Service, Series 63, Retirement, Alternative Investments, IRAs, Insurance, 401k
Education
The Ohio State University
Personal Training 2014 - Present
Seaside Financial & Insurance Services April 2014 - September 2014
Retirement Benefits Group November 2013 - January 2014
Morgan Stanley Wealth Management December 2008 - September 2013
Skills
Financial, Asset Management, Finance, Investments, Wealth Management, Series 7, Financial Services, Retirement Planning, Financial Planning, Securities, Mutual Funds, Asset Allocation, Equities, Portfolio Management, Financial Analysis, FINRA, Banking, Investment Advisory, Wealth, Financial Advisory, Investment Strategies, Customer Service, Series 63, Retirement, Alternative Investments, IRAs, Insurance, 401k
Education
The Ohio State University
Carol Ann Donahue's Retirement Benefits Group Experience August 2011 - Present
Job Client Services at Retirement Benefits Group
Industry Financial Services
Experience
Retirement Benefits Group August 2011 - Present
Crunch Fitness April 1999 - June 2015
Precision Tech Connect January 2005 - September 2009
Skills
Series 6 Registered, Series 63, Series 65, California Life &..., Retirement Planning, 401k, Employee Benefits, Pensions, Mutual Funds, Asset Allocation, Investments, Wealth Management, Financial Planning, Personal Training, Fitness Training, Strength Training, Athletics
Education
San Diego State University-California State University 2010 — 2010
Cuyamaca College 2007 — 2010
Associate's degree, English/Language Arts Teacher Education
Retirement Benefits Group August 2011 - Present
Crunch Fitness April 1999 - June 2015
Precision Tech Connect January 2005 - September 2009
Skills
Series 6 Registered, Series 63, Series 65, California Life &..., Retirement Planning, 401k, Employee Benefits, Pensions, Mutual Funds, Asset Allocation, Investments, Wealth Management, Financial Planning, Personal Training, Fitness Training, Strength Training, Athletics
Education
San Diego State University-California State University 2010 — 2010
Cuyamaca College 2007 — 2010
Associate's degree, English/Language Arts Teacher Education
Geoffrey Sebold Geoffrey Sebold's Retirement Benefits Group Experience April 2015 - Present
Job Investment Advisor / Retirement Consultant at Retirement Benefits Group
Industry Financial Services
Experience
Retirement Benefits Group April 2015 - Present
Incapital December 2012 - January 2015
CRG Asset Management August 2007 - November 2012
WealthHarbor Capital Group September 2000 - August 2007
Education
Loyola Marymount University 1992 — 1995
MBA, Finance and International Business
Roanoke College 1977 — 1981
Bachelor of Business Administration (B.B.A.), Business
Retirement Benefits Group April 2015 - Present
Incapital December 2012 - January 2015
CRG Asset Management August 2007 - November 2012
WealthHarbor Capital Group September 2000 - August 2007
Education
Loyola Marymount University 1992 — 1995
MBA, Finance and International Business
Roanoke College 1977 — 1981
Bachelor of Business Administration (B.B.A.), Business
Jessica Clark, PPC™ Jessica Clark, PPC™'s Retirement Benefits Group Experience June 2009 - March 2012
Job Onboarding Consultant LPL Financial
Industry Investment Management
Experience
LPL Financial February 2012 - Present
Retirement Benefits Group June 2009 - March 2012
National Retirement Partners February 2008 - June 2009
Dr. Paul Sharbo, DDS 2006 - 2007
401(k) Advisors USA 2003 - 2006
Skills
Investments, Insurance, 401k, Employee Benefits, Retirement Planning, Wealth Management, Pensions, Financial Advisory, Series 7, Series 63, Fixed Annuities, Retirement, Mutual Funds, Asset Allocation, Securities, Asset Management, Investment Advisory, Defined Benefit, Strategic Financial..., Financial Services
Education
Concordia University Irvine 2002 — 2004
Education/ Psychology
San Clemente High School
LPL Financial February 2012 - Present
Retirement Benefits Group June 2009 - March 2012
National Retirement Partners February 2008 - June 2009
Dr. Paul Sharbo, DDS 2006 - 2007
401(k) Advisors USA 2003 - 2006
Skills
Investments, Insurance, 401k, Employee Benefits, Retirement Planning, Wealth Management, Pensions, Financial Advisory, Series 7, Series 63, Fixed Annuities, Retirement, Mutual Funds, Asset Allocation, Securities, Asset Management, Investment Advisory, Defined Benefit, Strategic Financial..., Financial Services
Education
Concordia University Irvine 2002 — 2004
Education/ Psychology
San Clemente High School
Michael Castner Michael Castner's Retirement Benefits Group Experience November 1999 - Present
Job Principal, 401(k) Consultant at Retirement Benefits Group
Industry Financial Services
Experience
Retirement Benefits Group November 1999 - Present
Skills
Defined Benefit, Series 7, Investment Advisory, 401k, Profit Sharing
Education
University of Iowa 1975 — 1980
BS, Finance
Retirement Benefits Group November 1999 - Present
Skills
Defined Benefit, Series 7, Investment Advisory, 401k, Profit Sharing
Education
University of Iowa 1975 — 1980
BS, Finance
Peter Littlejohn Peter Littlejohn's Retirement Benefits Group Experience April 2012 - Present
Job Managing Director at Retirement Benefits Group
Industry Financial Services
Experience
Retirement Benefits Group April 2012 - Present
HighMark Capital Management March 2009 - March 2012
Waddell & Reed/Ivy Funds January 2007 - December 2008
Wells Fargo Institutional Trust Services 2005 - 2006
Strong Capital Management 1999 - 2005
Cigna Retirement and Investment Services 1995 - 1999
KeyCorp, Cleveland, OH 1993 - 1995
Merrill Lynch & Co., Inc, Akron and Cleveland OH 1983 - 1993
Skills
Investments, Retirement Planning, Retirement, Mutual Funds, Investment Advisory, Sales, Wealth Management
Education
The University of Akron 1978 — 1982
Bachelor of Arts, Business Management and Marketing
Retirement Benefits Group April 2012 - Present
HighMark Capital Management March 2009 - March 2012
Waddell & Reed/Ivy Funds January 2007 - December 2008
Wells Fargo Institutional Trust Services 2005 - 2006
Strong Capital Management 1999 - 2005
Cigna Retirement and Investment Services 1995 - 1999
KeyCorp, Cleveland, OH 1993 - 1995
Merrill Lynch & Co., Inc, Akron and Cleveland OH 1983 - 1993
Skills
Investments, Retirement Planning, Retirement, Mutual Funds, Investment Advisory, Sales, Wealth Management
Education
The University of Akron 1978 — 1982
Bachelor of Arts, Business Management and Marketing
Amir Arbabi Amir Arbabi's Retirement Benefits Group Experience February 2012 - Present
Job Managing Director at Retirement Benefits Group
Industry Investment Management
Experience
Retirement Benefits Group February 2012 - Present
Insight Investment Strategies January 2012 - Present
Morgan Stanley Smith Barney 2010 - 2012
Merrill Lynch 2007 - 2010
Mass Mutual 2004 - 2007
A-Squared Consulting 2000 - 2004
Internet Brands 1998 - 2000
Skills
Retirement Planning, Deferred Compensation, Executive Pay, 401k, Financial Advisory, Portfolio Management, Retirement, Employee Benefits, Retirement Plan..., Pensions, Investments, Strategic Financial..., Estate Planning, FINRA, Insurance, Series 63, Wealth Management, Securities, Series 7, Separately Managed..., Strategy, Risk Management, Mutual Funds, Due Diligence, Finance, Investment Advisory, Alternative Investments, Asset Allocation, Asset Management, Financial Planners
Education
University of California, Los Angeles 1991 — 1995
Woodbridge High 1987 — 1991
Retirement Benefits Group February 2012 - Present
Insight Investment Strategies January 2012 - Present
Morgan Stanley Smith Barney 2010 - 2012
Merrill Lynch 2007 - 2010
Mass Mutual 2004 - 2007
A-Squared Consulting 2000 - 2004
Internet Brands 1998 - 2000
Skills
Retirement Planning, Deferred Compensation, Executive Pay, 401k, Financial Advisory, Portfolio Management, Retirement, Employee Benefits, Retirement Plan..., Pensions, Investments, Strategic Financial..., Estate Planning, FINRA, Insurance, Series 63, Wealth Management, Securities, Series 7, Separately Managed..., Strategy, Risk Management, Mutual Funds, Due Diligence, Finance, Investment Advisory, Alternative Investments, Asset Allocation, Asset Management, Financial Planners
Education
University of California, Los Angeles 1991 — 1995
Woodbridge High 1987 — 1991
Sean Ciemiewicz Sean Ciemiewicz's Retirement Benefits Group Experience November 2009 - Present
Job Specializing in Retirement Strategies for Individuals and Companies at Retirement Benefits Group
Industry Financial Services
Experience
Retirement Benefits Group November 2009 - Present
Boston University Center for Professional Education June 2010 - Present
Holiday Bowl 2006 - Present
Personal Property 2012 - 2013
SeaWorld of California 1987 - 1998
Skills
Retirement, Retirement Planning, Series 7, 401k, Investment Advisory, Mutual Funds, Wealth Management, Investments, Estate Planning, Asset Allocation, IRAs, Series 63, Asset Managment, Employee Benefits, Pensions, Financial Advisory, Uniform Combined State..., Strategic Financial..., Securities, Financial Planners
Education
National University 1993 — 1996
MBA, General / Marketing
San Diego State University-California State University 1986 — 1991
BS, Communications
Retirement Benefits Group November 2009 - Present
Boston University Center for Professional Education June 2010 - Present
Holiday Bowl 2006 - Present
Personal Property 2012 - 2013
SeaWorld of California 1987 - 1998
Skills
Retirement, Retirement Planning, Series 7, 401k, Investment Advisory, Mutual Funds, Wealth Management, Investments, Estate Planning, Asset Allocation, IRAs, Series 63, Asset Managment, Employee Benefits, Pensions, Financial Advisory, Uniform Combined State..., Strategic Financial..., Securities, Financial Planners
Education
National University 1993 — 1996
MBA, General / Marketing
San Diego State University-California State University 1986 — 1991
BS, Communications
Daniel Dubois Daniel Dubois's Retirement Benefits Group Experience 2011 - Present
Job Managing Director at Retirement Benefits Group, President at RetirementDNA
Industry Financial Services
Experience
Retirement Benefits Group 2011 - Present
RetirementDNA, LLC 2008 - Present
Retirement Capital Group Securities July 2002 - November 2005
Western Capital Financial November 1994 - July 2002
Skills
Retirement Planning, Retirement, 401k, IRAs, Series 7, Asset Allocation, Investment Advisory, Investments, Wealth Management, Estate Planning, Executive Pay, Mutual Funds
Education
The University of Connecticut 1981 — 1985
BA, Economics
San Diego State University 2000 — 2002
Financial & Estate Planning, Taxation, Retirement Plans
Retirement Benefits Group 2011 - Present
RetirementDNA, LLC 2008 - Present
Retirement Capital Group Securities July 2002 - November 2005
Western Capital Financial November 1994 - July 2002
Skills
Retirement Planning, Retirement, 401k, IRAs, Series 7, Asset Allocation, Investment Advisory, Investments, Wealth Management, Estate Planning, Executive Pay, Mutual Funds
Education
The University of Connecticut 1981 — 1985
BA, Economics
San Diego State University 2000 — 2002
Financial & Estate Planning, Taxation, Retirement Plans
Fred Hamsayeh, CFP®, ChFC, MBA Fred Hamsayeh, CFP®, ChFC, MBA's Retirement Benefits Group Experience May 2013 - Present
Job Retirement Plan Consultant at Retirement Benefits Group
Industry Financial Services
Experience
Retirement Benefits Group May 2013 - Present
Aegis Financial Group June 2006 - Present
Southern California Collegiate Football Officials Association August 2011 - Present
Aegis Financial Group February 2002 - May 2013
Woodbury Financial Services September 1997 - November 2001
US Navy January 1994 - September 1997
Skills
Retirement Planning, 401k, Investments, Retirement, Asset Allocation, Financial Advisory, Strategic Financial..., Personal Finance, Investment Advisory, Insurance, Alternative Investments, Financial Planners, Financial Services, Retirement Plan..., Series 65, IRAs, Finance, Deferred Compensation, Financial Planning, Wealth Management, Mutual Funds, Investment Strategies, Retirement Income..., Portfolio Management, Saving for Education, Pensions, IRA's, Estate Planning, Financial Advice, Investment Policy, Profit Sharing, High Net Worth..., Series 7, Series 6, Series 63, Series 24, Series 26, Series 31, Registered Investment..., Certified Financial..., 403b, 457, Real Estate Investor, Real Estate Investment, Real Estate Transactions, Real Estate Negotiation
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2004 — 2006
MBA, Finance
Southern Illinois University, Carbondale 1996 — 1997
Bachelor of Science, Workforce Education & Development
University of California, San Diego 1992 — 1993
Premed Bioengineering - Warren College
University of California, Riverside 1990 — 1991
Biomedical Sciences
Retirement Benefits Group May 2013 - Present
Aegis Financial Group June 2006 - Present
Southern California Collegiate Football Officials Association August 2011 - Present
Aegis Financial Group February 2002 - May 2013
Woodbury Financial Services September 1997 - November 2001
US Navy January 1994 - September 1997
Skills
Retirement Planning, 401k, Investments, Retirement, Asset Allocation, Financial Advisory, Strategic Financial..., Personal Finance, Investment Advisory, Insurance, Alternative Investments, Financial Planners, Financial Services, Retirement Plan..., Series 65, IRAs, Finance, Deferred Compensation, Financial Planning, Wealth Management, Mutual Funds, Investment Strategies, Retirement Income..., Portfolio Management, Saving for Education, Pensions, IRA's, Estate Planning, Financial Advice, Investment Policy, Profit Sharing, High Net Worth..., Series 7, Series 6, Series 63, Series 24, Series 26, Series 31, Registered Investment..., Certified Financial..., 403b, 457, Real Estate Investor, Real Estate Investment, Real Estate Transactions, Real Estate Negotiation
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2004 — 2006
MBA, Finance
Southern Illinois University, Carbondale 1996 — 1997
Bachelor of Science, Workforce Education & Development
University of California, San Diego 1992 — 1993
Premed Bioengineering - Warren College
University of California, Riverside 1990 — 1991
Biomedical Sciences
Cory McCarthy Cory McCarthy's Retirement Benefits Group Experience October 2012 - Present
Job Marketing Manager at Retirement Benefits Group
Industry Financial Services
Experience
Retirement Benefits Group October 2012 - Present
One Look Studios April 2009 - Present
Retirement Benefits Group December 2010 - September 2012
Vector Marketing July 2010 - November 2010
Circuit City October 2008 - March 2009
Skills
Marketing Communications, Event Management, Retirement Planning, Proposition Development, Marketing, Business Development, Lead Generation, Project Management, Web Design, Graphic Design, Data Analysis, Web Analytics, Social Media Marketing, Creative Writing, Photoshop, PowerPoint, Insurance, 401k, Employee Benefits, Website Development, Music Production, Video Production, Video Editing, WordPress, Salesforce.com, CRM, Computer Repair
Education
UCSD 2010 — 2012
B.A., Communications
Saddleback College 2008 — 2010
Associate of Arts (A.A.)
Retirement Benefits Group October 2012 - Present
One Look Studios April 2009 - Present
Retirement Benefits Group December 2010 - September 2012
Vector Marketing July 2010 - November 2010
Circuit City October 2008 - March 2009
Skills
Marketing Communications, Event Management, Retirement Planning, Proposition Development, Marketing, Business Development, Lead Generation, Project Management, Web Design, Graphic Design, Data Analysis, Web Analytics, Social Media Marketing, Creative Writing, Photoshop, PowerPoint, Insurance, 401k, Employee Benefits, Website Development, Music Production, Video Production, Video Editing, WordPress, Salesforce.com, CRM, Computer Repair
Education
UCSD 2010 — 2012
B.A., Communications
Saddleback College 2008 — 2010
Associate of Arts (A.A.)
Katie Belanger Katie Belanger's Retirement Benefits Group Experience Retirement ConsultantRetirement Benefits GroupJuly 2013 - Present
Job Intellectual Capital Associate at Retirement Benefits Group
Industry Investment Management
Experience
Retirement Benefits Group Retirement ConsultantRetirement Benefits GroupJuly 2013 - Present
Retirement Benefits Group July 2012 - September 2012
Skills
Retirement Planning, 401k, 403 b, Investments, Series 7, Asset Allocation, Mutual Funds, Retirement Plan..., Retirement
Education
University of California, San Diego 2009 — 2013
Bachelor's Degree, Management Sciences and Quantitative Methods
Retirement Benefits Group Retirement ConsultantRetirement Benefits GroupJuly 2013 - Present
Retirement Benefits Group July 2012 - September 2012
Skills
Retirement Planning, 401k, 403 b, Investments, Series 7, Asset Allocation, Mutual Funds, Retirement Plan..., Retirement
Education
University of California, San Diego 2009 — 2013
Bachelor's Degree, Management Sciences and Quantitative Methods
Matt Sisto Matt Sisto's Retirement Benefits Group Experience July 2013 - December 2014
Job Internal Wholesaler at Pacific Life Insurance Company
Industry Financial Services
Experience
Pacific Life Insurance Company December 2014 - Present
Retirement Benefits Group July 2013 - December 2014
Philadelphia Phillies June 2012 - May 2013
Skills
Life & Health Insurance, Retirement Planning, Term Life Insurance, Whole Life, Retirement, Long-term Care, Income Planning, Business Building, Workshops, Planning, Mobile Technology, Problem Solving, Series 7, 403 b, Microsoft Office
Education
University of Hawaii at Manoa 2008 — 2012
Bachelor of Business Administration (BBA), Finance, General
Pacific Life Insurance Company December 2014 - Present
Retirement Benefits Group July 2013 - December 2014
Philadelphia Phillies June 2012 - May 2013
Skills
Life & Health Insurance, Retirement Planning, Term Life Insurance, Whole Life, Retirement, Long-term Care, Income Planning, Business Building, Workshops, Planning, Mobile Technology, Problem Solving, Series 7, 403 b, Microsoft Office
Education
University of Hawaii at Manoa 2008 — 2012
Bachelor of Business Administration (BBA), Finance, General
Michelle McCarthy Bless's Retirement Benefits Group Experience July 2012 - Present
Job Senior Investment Advisor at Retirement Benefits Group
Industry Financial Services
Experience
Retirement Benefits Group July 2012 - Present
LPL Financial July 2012 - Present
Retirement Strategies Group January 2009 - October 2012
Trilogy Financial Services January 2001 - March 2003
Skills
Disability Insurance, Retirement plans for..., Retirement, Long-term Care, Financial Planners, 401k, Retirement Planning, IRAs, Fixed Annuities, Pensions, Series 7, Employee Benefits, Investments, Mutual Funds, Asset Allocation, Series 63, Strategic Financial...
Education
Pomona College 1996 — 2000
BA, International Relations and French
Garrison Forest School 1992 — 1996
Retirement Benefits Group July 2012 - Present
LPL Financial July 2012 - Present
Retirement Strategies Group January 2009 - October 2012
Trilogy Financial Services January 2001 - March 2003
Skills
Disability Insurance, Retirement plans for..., Retirement, Long-term Care, Financial Planners, 401k, Retirement Planning, IRAs, Fixed Annuities, Pensions, Series 7, Employee Benefits, Investments, Mutual Funds, Asset Allocation, Series 63, Strategic Financial...
Education
Pomona College 1996 — 2000
BA, International Relations and French
Garrison Forest School 1992 — 1996
June Hartunian's Retirement Benefits Group Experience June 2010 - Present
Job Helping Veterans and surviving spouses make their Golden years more Golden, assisting families in obtaining VA benefits
Industry Financial Services
Experience
Retirement Benefits Group June 2010 - Present
TIAA-CREF June 2005 - June 2007
State Farm Insurance January 2003 - June 2004
Employee Benefits Office October 1991 - January 2002
Skills
Insurance, Investments, Wealth Management, Financial Planning, Consultative Selling, Long-term Care, Selling, Training, Medicare, Fundraising, Nonprofits
Education
Eastern Michigan University 1983 — 1984
BSBA, Business
University of Phoenix
Bachelor of Science
Retirement Benefits Group June 2010 - Present
TIAA-CREF June 2005 - June 2007
State Farm Insurance January 2003 - June 2004
Employee Benefits Office October 1991 - January 2002
Skills
Insurance, Investments, Wealth Management, Financial Planning, Consultative Selling, Long-term Care, Selling, Training, Medicare, Fundraising, Nonprofits
Education
Eastern Michigan University 1983 — 1984
BSBA, Business
University of Phoenix
Bachelor of Science
Fred Amberg, AIF's Retirement Benefits Group Experience August 2011 - Present
Job Senior Vice President at Retirement Benefits Group
Industry Financial Services
Experience
Retirement Benefits Group August 2011 - Present
Morgan Stanley Smith Barney December 2007 - August 2011
Skills
Retirement Planning, Wealth Management, 401k, Mutual Funds, Series 7, Series 63, Investments, Retirement, Asset Allocation, Pensions
Education
Ohio University 2001 — 2002
MS, Sports Marketing
University of Arizona 1987 — 1991
BS, Business Administration
Retirement Benefits Group August 2011 - Present
Morgan Stanley Smith Barney December 2007 - August 2011
Skills
Retirement Planning, Wealth Management, 401k, Mutual Funds, Series 7, Series 63, Investments, Retirement, Asset Allocation, Pensions
Education
Ohio University 2001 — 2002
MS, Sports Marketing
University of Arizona 1987 — 1991
BS, Business Administration
Beth McPherson's Retirement Benefits Group Experience September 2014 - Present
Job Director of Operations at Retirement Benefits Group
Industry Financial Services
Experience
Retirement Benefits Group September 2014 - Present
Principal Financial Group July 2011 - August 2014
Principal Financial Group February 2007 - June 2011
Principal Financial Group November 2004 - January 2007
Encinitas Consortium of Schools November 2002 - November 2004
Vital Imaging January 2001 - November 2002
Skills
Mutual Funds, Retirement, Project Management, Financial Services, Strategic Planning, Strategic Financial..., Investments, Retirement Planning, Fixed Annuities, Customer Service, Marketing, Insurance, Event Planning, Microsoft Office, Social Media
Education
University of Phoenix 2006 — 2007
Master of Business Administration (M.B.A.), Marketing
National University 2002 — 2004
Master's degree, Education
Providence College
Bachelor's degree, Psychology
Retirement Benefits Group September 2014 - Present
Principal Financial Group July 2011 - August 2014
Principal Financial Group February 2007 - June 2011
Principal Financial Group November 2004 - January 2007
Encinitas Consortium of Schools November 2002 - November 2004
Vital Imaging January 2001 - November 2002
Skills
Mutual Funds, Retirement, Project Management, Financial Services, Strategic Planning, Strategic Financial..., Investments, Retirement Planning, Fixed Annuities, Customer Service, Marketing, Insurance, Event Planning, Microsoft Office, Social Media
Education
University of Phoenix 2006 — 2007
Master of Business Administration (M.B.A.), Marketing
National University 2002 — 2004
Master's degree, Education
Providence College
Bachelor's degree, Psychology
Dianne Castner's Retirement Benefits Group Experience August 2009 - Present
Job Event Planner
Industry Financial Services
Experience
Retirement Benefits Group August 2009 - Present
St. John's Episcopal School September 2003 - June 2006
Kraft Foods/Oscar Mayer June 1981 - December 1998
Skills
401k, Series 7, Event Management
Education
University of Iowa 1975 — 1980
BBA, Marketing
Retirement Benefits Group August 2009 - Present
St. John's Episcopal School September 2003 - June 2006
Kraft Foods/Oscar Mayer June 1981 - December 1998
Skills
401k, Series 7, Event Management
Education
University of Iowa 1975 — 1980
BBA, Marketing
Winston Ventura's Retirement Benefits Group Experience September 2011 - Present
Job Client Services, Retirement Benefits Group
Industry Financial Services
Experience
Retirement Benefits Group September 2011 - Present
Cisco Systems September 2008 - August 2009
Cisco Systems April 2006 - June 2008
Skills
Retirement Planning, IRAs, Rollovers, 401(k) Rollovers, 529 Plans, 401k, Series 7, Series 66, Finance
Education
University of California, San Diego 2011 — 2013
B.S., Communications w/ Business Minor
De Anza College 2006 — 2011
Cupertino High School 2002 — 2006
Retirement Benefits Group September 2011 - Present
Cisco Systems September 2008 - August 2009
Cisco Systems April 2006 - June 2008
Skills
Retirement Planning, IRAs, Rollovers, 401(k) Rollovers, 529 Plans, 401k, Series 7, Series 66, Finance
Education
University of California, San Diego 2011 — 2013
B.S., Communications w/ Business Minor
De Anza College 2006 — 2011
Cupertino High School 2002 — 2006
Ernie Tolentino's Retirement Benefits Group Experience October 2008 - Present
Job Sr. Vice President Investments at Retirement Benefits Group
Industry Financial Services
Experience
Retirement Benefits Group October 2008 - Present
AIG FINANCIAL November 2005 - September 2008
M L STERN & CO. February 2001 - October 2005
Skills
Investment Advisory, Series 7, Asset Management, Wealth Management, Retirement Planning, Asset Allocation, 401k, Investments
Education
San Diego State University-California State University 1992 — 1997
Economics
Retirement Benefits Group October 2008 - Present
AIG FINANCIAL November 2005 - September 2008
M L STERN & CO. February 2001 - October 2005
Skills
Investment Advisory, Series 7, Asset Management, Wealth Management, Retirement Planning, Asset Allocation, 401k, Investments
Education
San Diego State University-California State University 1992 — 1997
Economics