Retirement Income Solutions
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13 Retirement Income Solutions employees in database. Find out everything there's to know about Retirement Income Solutions 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.
Retirement Income Solutions Employees
Retirement Income Solutions July 2012 - Present
Retirement Income Solutions, Inc. January 2007 - July 2012
Beacon Investment Company June 1993 - December 2006
Education
University of Michigan
BA, Psychology
Retirement Income Solutions February 2014 - Present
TIAA-CREF January 2013 - October 2013
TIAA-CREF July 2007 - January 2013
MetLife March 2006 - July 2007
Investment Scorecard November 1999 - May 2001
First American National Bank August 1997 - October 1999
First Data Corporation September 1994 - August 1997
Mellon Bank August 1993 - August 1994
Skills
Series 24, Series 7, Series 65, Life, Health and..., Investments, Portfolio Management, Wealth Management, Strategic Financial..., Mutual Funds, Financial Services, Strategy, Financial Advisory, Finance, Leadership, Capital Markets, High Net Worth..., Training, Sales, Marketing, Financial Planning, Retirement Planning, Asset Allocation, Investment Advisory, Wealth
Education
College for Financial Planning 1990 — 1993
Certified Financial Panner, Certified Financial Planner
Oakland University 1976 — 1981
Bachelor of Economics
Retirement Income Solutions October 2014 - Present
Old National Bank (formerly United Bank & Trust) December 2007 - October 2014
Comerica Bank February 1999 - December 2007
Chase Bank (formerly NBD Bank) April 1983 - February 1999
Education
Eastern Michigan University 1981 — 1982
Retirement Income Solutions August 2012 - Present
Retirement Income Solutions August 2010 - August 2012
TIAA-CREF May 2003 - July 2010
Member Services, INC September 1995 - April 2003
Skills
Wealth Management, Portfolio Management, Management, Retirement Planning, Mutual Funds, Series 7, Investments, Asset Allocation, Financial Planning, Financial Services
Education
A2Y Leadership 2013 — 2014
Kaplan University 2010 — 2012
Certified Financial Planning Designation, Financial Planning and Services, Passed CFP exam
Averett University 1991 — 1995
BA, Business Management
Malmer Asset Management June 2009 - Present
Retirement Income Solutions August 1991 - June 2009
Skills
Asset Allocation, Trading, Stock Market Analysis, Stock Research, Investments, Investment Strategies, Alternative Investments, ETFs, Investment Management, Investment Advisory, Bonds, Equity Research, Investment Advisory..., Money Management, Hedge Funds, Wealth Management..., Equity Trading, Equities, Asset Managment, Bloomberg
Education
Eastern Michigan University
Economics
Retirement Income Solutions July 2012 - Present
TIAA-CREF 2008 - 2012
TIAA-CREF 2006 - 2007
TIAA-CREF 1994 - 2006
TIAA-CREF 1989 - 1994
Education
College for Financial Planning
Chartered Retirement Planning Consultant (CRPC)
Cleary University
Bachelor of Business Administration (B.B.A.), Business Management, Cum Laude
Schoolcraft College
Associate Applied Science, Business
Series 65, 7, 24, 63, 6
Retirement Income Solutions December 1992 - Present
IFSG Planning Associates, Ltd. September 1982 - December 2009
Education
Harvard Business School
MBA
DePauw University
BA, Chemistry
Retirement Income Solutions April 2012 - Present
Retirement Income Solutions July 2008 - April 2012
Steven J. Winkler, CFP® June 2007 - June 2008
Education
Central Michigan University 2003 — 2007
Bachelors of Science in Business Administration, Personal Financial Planning
Arbor Hospice January 2013 - Present
Retirement Income Solutions August 2012 - Present
Ann Arbor Rotary Club July 2012 - Present
Cleary University December 2010 - December 2013
Retirement Income Solutions August 2009 - July 2012
Arbor Hospice November 2009 - October 2010
MidWest Financial Credit Union September 2006 - October 2010
TIAA-CREF July 1995 - August 2009
SEI 1992 - 1993
Education
University of Michigan - Stephen M. Ross School of Business 1998 — 2003
MBA
Lehigh University 1988 — 1992
BS, Business
Valley Forge Elementary
Wilmington Friends
Sycamore Homes LLC November 2014 - Present
Greystone Home Builders November 2014 - Present
Retirement Income Solutions May 2013 - November 2014
University of South Florida August 2010 - May 2011
Skills
Financial Analysis, Microsoft Excel, Investments, Financial Modeling, Finance, Risk Management, Research, Valuation, Real Estate, Economics, Statistics, Team Leadership, Public Speaking, Management, Financial Reporting, Data Analysis, Matlab, R, Microsoft Office, PowerPoint, VBA, Asset Management, Outlook, Portfolio Management, Analysis, Equities, Microsoft Word, Corporate Finance, Real Estate Financing, Real Estate Economics, Real Estate Development, Strategy, SAS, Leadership, Mutual Funds, Access, Due Diligence, Securities, Bloomberg, Mergers & Acquisitions, Trading, Investment Properties, Fixed Income, Investment Strategies, Derivatives, Financial Risk, Real Estate Transactions
Education
University of Michigan 2012 — 2014
Master of Science (M.S.), Financial Engineering
University of Michigan 2013 — 2014
Graduate Certificate, Real Estate Development
University of South Florida - College of Business Administration 2009 — 2011
Bachelor of Science (B.S.), Finance