Retirement Plan Advisors
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Retirement Plan Advisors Employees
Employee
Years
Job
Industry
Debra Anton Debra Anton's Retirement Plan Advisors Experience May 2014 - Present
Job Financial Advisor at Retirement Plan Advisors
Industry Financial Services
Experience
Retirement Plan Advisors May 2014 - Present
Wells Fargo Advisors July 2012 - December 2013
Wichita Independent Business Association 2012 - 2013
AT&T August 2003 - July 2012
Coldwell Banker - Commercial January 2000 - August 2003
IBM 1984 - 1995
WI/SE Partnership for Growth 1989 - 1991
Skills
Customer Service, Insurance, Investments, Marketing, Management, Microsoft Office, Sales, Strategic Planning, Public Speaking, Finance, Team Building, Customer Satisfaction, Social Media Marketing, Leadership, Advertising, Small Business, Social Media, Sales Management, Coaching, Public Relations, Microsoft Excel, Account Management, Marketing Strategy, Retirement Planning, Marketing Communications, Outlook, Microsoft Word, Time Management, Training, Sales Operations, Negotiation, Contract Negotiation, Variable Annuities, Entrepreneurship, Selling Skills, PowerPoint, Online Advertising, Budgets, Strategic Financial..., Recruiting, New Business Development, Financial Guidance, Long Term Care Insurance, 401k Rollovers, Teaching and Coaching..., Oral and Written..., Consultive Selling, Entrepreneurial Spirit, Customer Service..., MRP, Inventory &...
Education
Wichita State University 1982 — 1984
Masters of Business Administration (MBA), Marketing
University of Nebraska at Omaha 1974 — 1978
Bachelor of Science (BS), Criminal Justice
Retirement Plan Advisors May 2014 - Present
Wells Fargo Advisors July 2012 - December 2013
Wichita Independent Business Association 2012 - 2013
AT&T August 2003 - July 2012
Coldwell Banker - Commercial January 2000 - August 2003
IBM 1984 - 1995
WI/SE Partnership for Growth 1989 - 1991
Skills
Customer Service, Insurance, Investments, Marketing, Management, Microsoft Office, Sales, Strategic Planning, Public Speaking, Finance, Team Building, Customer Satisfaction, Social Media Marketing, Leadership, Advertising, Small Business, Social Media, Sales Management, Coaching, Public Relations, Microsoft Excel, Account Management, Marketing Strategy, Retirement Planning, Marketing Communications, Outlook, Microsoft Word, Time Management, Training, Sales Operations, Negotiation, Contract Negotiation, Variable Annuities, Entrepreneurship, Selling Skills, PowerPoint, Online Advertising, Budgets, Strategic Financial..., Recruiting, New Business Development, Financial Guidance, Long Term Care Insurance, 401k Rollovers, Teaching and Coaching..., Oral and Written..., Consultive Selling, Entrepreneurial Spirit, Customer Service..., MRP, Inventory &...
Education
Wichita State University 1982 — 1984
Masters of Business Administration (MBA), Marketing
University of Nebraska at Omaha 1974 — 1978
Bachelor of Science (BS), Criminal Justice
Mark R. Mitchell, CFP (R) Practitioner Mark R. Mitchell, CFP (R) Practitioner's Retirement Plan Advisors Experience March 2000 - Present
Job Owner, Retirement Plan Advisors
Industry Investment Management
Experience
Retirement Plan Advisors March 2000 - Present
Retirement Plan Advisors, LLC January 2000 - Present
Comperehensive retirement plan solutions January 2000 - Present
Cambridge Investment Research 2000 - Present
Retirement Plan Advisors 2000 - Present
Nationwide Retirement Solutions 1997 - March 2000
City of Livonia January 1974 - January 1989
Skills
Retirement Planning, Retirement, Investment Advisory, Estate Planning, Strategic Financial..., Series 7, Financial Advisory, Investments, Securities, Pensions, High Net Worth..., Wealth Management, Roth IRA, Insurance, Employee Benefits, Investment Strategies, 401k, FINRA, Certified Financial..., Wealth, Fixed Annuities, Long Term Care Insurance, IRAs, Asset Allocation, Finance, Financial Education, Wealth Accumulation, Mutual Funds, Investment Advisory..., 401k Rollovers, Disability Insurance, Series 6, Income Protection, Asset Management, Alternative Investments, Series 63, Financial Services, Term Life Insurance, Financial Planners, Uniform Combined State..., Education Funding, Series 24, Personal Finance, College Savings Plans, Small Business, Wealth Management..., Personal Financial..., 457 Plans, Trusts, Retirement Planning...
Education
College for Financial Planning 1988 — 1992
CFP, Financial Planning and Services
Franklin High School, Livonia MI 1970 — 1973
Retirement Plan Advisors March 2000 - Present
Retirement Plan Advisors, LLC January 2000 - Present
Comperehensive retirement plan solutions January 2000 - Present
Cambridge Investment Research 2000 - Present
Retirement Plan Advisors 2000 - Present
Nationwide Retirement Solutions 1997 - March 2000
City of Livonia January 1974 - January 1989
Skills
Retirement Planning, Retirement, Investment Advisory, Estate Planning, Strategic Financial..., Series 7, Financial Advisory, Investments, Securities, Pensions, High Net Worth..., Wealth Management, Roth IRA, Insurance, Employee Benefits, Investment Strategies, 401k, FINRA, Certified Financial..., Wealth, Fixed Annuities, Long Term Care Insurance, IRAs, Asset Allocation, Finance, Financial Education, Wealth Accumulation, Mutual Funds, Investment Advisory..., 401k Rollovers, Disability Insurance, Series 6, Income Protection, Asset Management, Alternative Investments, Series 63, Financial Services, Term Life Insurance, Financial Planners, Uniform Combined State..., Education Funding, Series 24, Personal Finance, College Savings Plans, Small Business, Wealth Management..., Personal Financial..., 457 Plans, Trusts, Retirement Planning...
Education
College for Financial Planning 1988 — 1992
CFP, Financial Planning and Services
Franklin High School, Livonia MI 1970 — 1973
Matthew Duckworth Matthew Duckworth's Retirement Plan Advisors Experience September 2013 - October 2014
Job Senior Analyst at CFO Network
Industry Financial Services
Experience
CFO Network October 2014 - Present
DanTrantham Consulting, LLC February 2014 - October 2014
Retirement Plan Advisors September 2013 - October 2014
Acton School of Business January 2013 - June 2013
BOK Financial July 2009 - December 2012
Skills
Entrepreneurship, Portfolio Management, Strategy, Investments, Trading, Financial Analysis, Marketing, Finance, Analysis, Fixed Income, Management, Bonds, Bloomberg, Start-ups, Sales, Business Development, Leadership, Asset Managment, Asset Management, Business Planning, Mergers & Acquisitions, Credit, Business Strategy, Strategic Planning, New Business Development, Business Valuation, Finding cheap bonds, Cashflow Analysis, Personal Training, Taxable Municipal Bonds, Tax-free Municipal Bonds, Municipal Bonds, Product Design, Music Industry, Public Speaking, Consulting, Financial Modeling, Microsoft Office, Marketing Strategy
Education
Acton School of Business 2012 — 2013
Master of Business Administration (MBA), Entrepreneurship/Entrepreneurial Studies
Ouachita Baptist University 2005 — 2009
BM, Music Composition and Business
University of Central Arkansas 2002 — 2003
business
CFO Network October 2014 - Present
DanTrantham Consulting, LLC February 2014 - October 2014
Retirement Plan Advisors September 2013 - October 2014
Acton School of Business January 2013 - June 2013
BOK Financial July 2009 - December 2012
Skills
Entrepreneurship, Portfolio Management, Strategy, Investments, Trading, Financial Analysis, Marketing, Finance, Analysis, Fixed Income, Management, Bonds, Bloomberg, Start-ups, Sales, Business Development, Leadership, Asset Managment, Asset Management, Business Planning, Mergers & Acquisitions, Credit, Business Strategy, Strategic Planning, New Business Development, Business Valuation, Finding cheap bonds, Cashflow Analysis, Personal Training, Taxable Municipal Bonds, Tax-free Municipal Bonds, Municipal Bonds, Product Design, Music Industry, Public Speaking, Consulting, Financial Modeling, Microsoft Office, Marketing Strategy
Education
Acton School of Business 2012 — 2013
Master of Business Administration (MBA), Entrepreneurship/Entrepreneurial Studies
Ouachita Baptist University 2005 — 2009
BM, Music Composition and Business
University of Central Arkansas 2002 — 2003
business
Justin Brink Justin Brink's Retirement Plan Advisors Experience January 2014 - Present
Job Marketing Professional
Industry Marketing and Advertising
Experience
Retirement Plan Advisors January 2014 - Present
Azamba Consulting Group April 2011 - May 2013
Millco Investments January 2010 - April 2011
Coldwell Banker February 2007 - June 2009
Facets Multi-Media October 2005 - February 2007
Skills
Digital Marketing, Social Media, Social Media Marketing, SEO, Email Marketing, Marketing Management, Marketing Strategy, Content Strategy, WordPress, Sales, Product Marketing, Press Releases, Adobe Creative Suite, Blogging, Online Marketing, Project Management, Copy Editing, Microsoft Office, Time Management, Market Research, Team Management, B2B, SEM, Marketing ROI, Content Creation, Program Management, Editorial Project..., Writing, Feature Writing, Creative Problem Solving, Promotional Writing, Promotion Planning, Promotions, Project Coordination, Sales Process, Webinars, PC, Mac, Internal Communications, Google Analytics, Video Editing, Blog Marketing, Marketing, Marketing Communications, Social Networking
Education
University of Nebraska-Lincoln 2000 — 2004
BA, Film/Cinema/Video Studies
Retirement Plan Advisors January 2014 - Present
Azamba Consulting Group April 2011 - May 2013
Millco Investments January 2010 - April 2011
Coldwell Banker February 2007 - June 2009
Facets Multi-Media October 2005 - February 2007
Skills
Digital Marketing, Social Media, Social Media Marketing, SEO, Email Marketing, Marketing Management, Marketing Strategy, Content Strategy, WordPress, Sales, Product Marketing, Press Releases, Adobe Creative Suite, Blogging, Online Marketing, Project Management, Copy Editing, Microsoft Office, Time Management, Market Research, Team Management, B2B, SEM, Marketing ROI, Content Creation, Program Management, Editorial Project..., Writing, Feature Writing, Creative Problem Solving, Promotional Writing, Promotion Planning, Promotions, Project Coordination, Sales Process, Webinars, PC, Mac, Internal Communications, Google Analytics, Video Editing, Blog Marketing, Marketing, Marketing Communications, Social Networking
Education
University of Nebraska-Lincoln 2000 — 2004
BA, Film/Cinema/Video Studies
Joseph Arena Joseph Arena's Retirement Plan Advisors Experience May 2015 - Present
Job Director of Client Services at Retirement Plan Advisors
Industry Telecommunications
Experience
Retirement Plan Advisors May 2015 - Present
Ciena November 2013 - May 2015
Ciena June 2012 - November 2013
Target June 2011 - August 2011
Skills
Access, Microsoft Office, Leadership, Microsoft Excel, Procurement, Critical Thinking, Team Leadership, Analysis, Forecasting, Data Analysis, Teamwork, PowerPoint, SAP, Project Management, Financial Analysis
Education
Indiana University - Kelley School of Business 2008 — 2012
Bachelor of Science (B.S.), Business Economics and Public Policy
Retirement Plan Advisors May 2015 - Present
Ciena November 2013 - May 2015
Ciena June 2012 - November 2013
Target June 2011 - August 2011
Skills
Access, Microsoft Office, Leadership, Microsoft Excel, Procurement, Critical Thinking, Team Leadership, Analysis, Forecasting, Data Analysis, Teamwork, PowerPoint, SAP, Project Management, Financial Analysis
Education
Indiana University - Kelley School of Business 2008 — 2012
Bachelor of Science (B.S.), Business Economics and Public Policy
James O'Neill, AIF® James O'Neill, AIF®'s Retirement Plan Advisors Experience 2009 - 2010
Job Senior Client Relationship Partner at CORDA Investment Management, LLC
Industry Financial Services
Experience
CORDA Investment Management, LLC July 2011 - Present
Retirement Plan Advisors 2009 - 2010
Skills
Retirement Planning, Series 7, Wealth Management, Investments, Portfolio Management, Strategic Financial..., Series 6, Series 63, IRAs, Series 8, AIF, CRM, Business Development, Investment Advisory, Model Portfolios, Portfolio Performance..., Sales, Sales Management, Building Relationships, Management, Financial Analysis, Credit, Relationship Management, Project Management, Risk Management, Negotiation
Education
Michigan State University 1988 — 1992
B.A., Psychology
CORDA Investment Management, LLC July 2011 - Present
Retirement Plan Advisors 2009 - 2010
Skills
Retirement Planning, Series 7, Wealth Management, Investments, Portfolio Management, Strategic Financial..., Series 6, Series 63, IRAs, Series 8, AIF, CRM, Business Development, Investment Advisory, Model Portfolios, Portfolio Performance..., Sales, Sales Management, Building Relationships, Management, Financial Analysis, Credit, Relationship Management, Project Management, Risk Management, Negotiation
Education
Michigan State University 1988 — 1992
B.A., Psychology
Lindsey Monroe Lindsey Monroe's Retirement Plan Advisors Experience October 2007 - May 2008
Job Executive Assistant
Industry Warehousing
Experience
Chromatin, Inc. August 2014 - Present
Kuehne + Nagel August 2010 - August 2014
Third Millennium Associates May 2008 - August 2010
Retirement Plan Advisors October 2007 - May 2008
Grubb & Ellis July 2006 - August 2007
Jewish United Fund December 2004 - July 2006
Skills
Invoicing, Accounts Payable, Accounts Receivable, Spreadsheets, Human Resources, Telephone Skills, Employee Benefits, Bookkeeping, Event Management, Calendars, Administrative Work, Data Entry, Administrative..., Office Management, Administration, Administrative..., Customer Service, Inventory Management, Marketing, Microsoft Excel, Microsoft Office, Social Media
Education
Roosevelt University 2000 — 2002
Bachelor of Fine Arts (BFA), Theater Performance
Missouri State University 1997 — 2000
Chromatin, Inc. August 2014 - Present
Kuehne + Nagel August 2010 - August 2014
Third Millennium Associates May 2008 - August 2010
Retirement Plan Advisors October 2007 - May 2008
Grubb & Ellis July 2006 - August 2007
Jewish United Fund December 2004 - July 2006
Skills
Invoicing, Accounts Payable, Accounts Receivable, Spreadsheets, Human Resources, Telephone Skills, Employee Benefits, Bookkeeping, Event Management, Calendars, Administrative Work, Data Entry, Administrative..., Office Management, Administration, Administrative..., Customer Service, Inventory Management, Marketing, Microsoft Excel, Microsoft Office, Social Media
Education
Roosevelt University 2000 — 2002
Bachelor of Fine Arts (BFA), Theater Performance
Missouri State University 1997 — 2000
Dan Dodd Dan Dodd's Retirement Plan Advisors Experience November 2003 - Present
Job Owner, Retirement Plan Advisors
Industry Financial Services
Experience
Retirement Plan Advisors November 2003 - Present
Education
Northwestern College 1990 — 1994
B.S., Secondary Social Studies Education
Leadership Development Academy
Retirement Plan Advisors November 2003 - Present
Education
Northwestern College 1990 — 1994
B.S., Secondary Social Studies Education
Leadership Development Academy
Ryan Marron Ryan Marron's Retirement Plan Advisors Experience May 2014 - August 2014
Job Intern at STA Group
Industry
Experience
Dillon Kane Group May 2015 - August 2015
Retirement Plan Advisors May 2014 - August 2014
Skills
Microsoft Excel, Research, Microsoft Office, Microsoft Word, Time Management, Teamwork, Leadership, Customer Service, Social Media, Event Planning, PowerPoint, Public Speaking, Entrepreneurship, Business Innovation, Management, CRM
Education
Michigan State University 2012 — 2016
Bachelor of Science (BS), Food Industry Management
Barrington High School 2008 — 2012
Dillon Kane Group May 2015 - August 2015
Retirement Plan Advisors May 2014 - August 2014
Skills
Microsoft Excel, Research, Microsoft Office, Microsoft Word, Time Management, Teamwork, Leadership, Customer Service, Social Media, Event Planning, PowerPoint, Public Speaking, Entrepreneurship, Business Innovation, Management, CRM
Education
Michigan State University 2012 — 2016
Bachelor of Science (BS), Food Industry Management
Barrington High School 2008 — 2012
Timothy Rozelle Timothy Rozelle's Retirement Plan Advisors Experience 2000 - Present
Job Area Director at Retirement Plan Advisors
Industry Financial Services
Experience
Retirement Plan Advisors 2000 - Present
Skills
Strategic Financial..., Customer Service, Roth IRA, Microsoft Excel, Microsoft Word, Volunteer Management, Teaching, Fundraising, Microsoft Office, Retirement Planning, IRAs, Wealth Management, Series 6, Series 63, Series 65
Education
Ferris State University 1981 — 1986
Bachelor of Science in Business, Business Administration
Kenowa Hills High School 1975 — 1978
Retirement Plan Advisors 2000 - Present
Skills
Strategic Financial..., Customer Service, Roth IRA, Microsoft Excel, Microsoft Word, Volunteer Management, Teaching, Fundraising, Microsoft Office, Retirement Planning, IRAs, Wealth Management, Series 6, Series 63, Series 65
Education
Ferris State University 1981 — 1986
Bachelor of Science in Business, Business Administration
Kenowa Hills High School 1975 — 1978
Jim Ladlie Jim Ladlie's Retirement Plan Advisors Experience April 2000 - Present
Job Investment Advisor at Retirement Plan Advisors
Industry Financial Services
Experience
Retirement Plan Advisors April 2000 - Present
Nationwide Retirement Solutions 1998 - 2000
PEBSCO 1996 - 1998
Skills
Independent Financial..., Accredited Investment...
Education
University of Missouri-Columbia 1989 — 1993
Bachelor's degree, Personal Finance
Troy Buchanan High School 1985 — 1989
Retirement Plan Advisors April 2000 - Present
Nationwide Retirement Solutions 1998 - 2000
PEBSCO 1996 - 1998
Skills
Independent Financial..., Accredited Investment...
Education
University of Missouri-Columbia 1989 — 1993
Bachelor's degree, Personal Finance
Troy Buchanan High School 1985 — 1989
Sara Trujillo Sara Trujillo's Retirement Plan Advisors Experience September 2012 - Present
Job Project Specialist at Retirement Plan Advisors
Industry Writing and Editing
Experience
Retirement Plan Advisors September 2012 - Present
National Bureau of Economic Research August 2007 - September 2012
Skills
LaTeX, Data Analysis, Editing
Education
The University of New Mexico 2001 — 2005
BA, Religious Studies
Iowa State University 2001 — 2002
Retirement Plan Advisors September 2012 - Present
National Bureau of Economic Research August 2007 - September 2012
Skills
LaTeX, Data Analysis, Editing
Education
The University of New Mexico 2001 — 2005
BA, Religious Studies
Iowa State University 2001 — 2002
Frances Smith-Dean's Retirement Plan Advisors Experience 2000 - 2003
Job Adjunct Faculty Instructor at Richland College
Industry Financial Services
Experience
Richland College January 2015 - Present
The Financial Educator, LLC September 2000 - Present
Trinity Quantum Group 2008 - 2010
Retirement Plan Advisors 2000 - 2003
Skills
Insurance, Financial Analysis, Strategic Planning, Asset Managment, Retirement Planning, Risk Management, Strategic Financial..., Process Improvement, Small Business, Investments, Asset Management, Project Management, Coaching, Management, Microsoft Excel, Mutual Funds, Training, Team Building, Retirement, Wealth Management, Business Planning, Management Consulting, Fixed Annuities, Microsoft Office, Budgets, Research, Entrepreneurship, Finance, Leadership, Financial Management..., Financial Planning
Education
Tulane University 1998 — 1999
Postgraduate Certificate, Education, 3.4/4.0
Loyola University New Orleans 1988 — 1990
Master of Science Degree, Mathematics, 3.0/4.0
Xavier University of Louisiana 1982 — 1988
Bachelor of Science (B.S.), Computer Science
Richland College January 2015 - Present
The Financial Educator, LLC September 2000 - Present
Trinity Quantum Group 2008 - 2010
Retirement Plan Advisors 2000 - 2003
Skills
Insurance, Financial Analysis, Strategic Planning, Asset Managment, Retirement Planning, Risk Management, Strategic Financial..., Process Improvement, Small Business, Investments, Asset Management, Project Management, Coaching, Management, Microsoft Excel, Mutual Funds, Training, Team Building, Retirement, Wealth Management, Business Planning, Management Consulting, Fixed Annuities, Microsoft Office, Budgets, Research, Entrepreneurship, Finance, Leadership, Financial Management..., Financial Planning
Education
Tulane University 1998 — 1999
Postgraduate Certificate, Education, 3.4/4.0
Loyola University New Orleans 1988 — 1990
Master of Science Degree, Mathematics, 3.0/4.0
Xavier University of Louisiana 1982 — 1988
Bachelor of Science (B.S.), Computer Science
Gregg Valentine's Retirement Plan Advisors Experience December 2012 - March 2014
Job Executive Assistant
Industry Financial Services
Experience
Retirement Plan Advisors December 2012 - March 2014
Starcom MediaVest Group September 2010 - December 2012
Bernstein Global Wealth Management March 2007 - December 2009
Credit Suisse 1998 - 2004
Skills
Asset Managment, Creative Writing, Digital Media, Editing, Event Planning, Financial Analysis, Lotus Notes, Marketing Strategy, Microsoft Excel, Microsoft Office, Microsoft Word, Public Speaking, Social Media, Wealth Management, Blogging, Fundraising, Event Management
Education
University of Illinois at Urbana-Champaign 1979 — 1983
BA, English
Retirement Plan Advisors December 2012 - March 2014
Starcom MediaVest Group September 2010 - December 2012
Bernstein Global Wealth Management March 2007 - December 2009
Credit Suisse 1998 - 2004
Skills
Asset Managment, Creative Writing, Digital Media, Editing, Event Planning, Financial Analysis, Lotus Notes, Marketing Strategy, Microsoft Excel, Microsoft Office, Microsoft Word, Public Speaking, Social Media, Wealth Management, Blogging, Fundraising, Event Management
Education
University of Illinois at Urbana-Champaign 1979 — 1983
BA, English
Justine Wahlbrink's Retirement Plan Advisors Experience May 2011 - November 2012
Job Eligibility Analyst at MetLife
Industry Insurance
Experience
MetLife December 2012 - Present
Retirement Plan Advisors May 2011 - November 2012
Retirement Plan Advisors December 2006 - May 2011
Skills
Microsoft Office, Outlook, Microsoft Word, Microsoft Excel, Accounting, PowerPoint, Research, Customer Service, File Management, Teamwork, Access, Change Management, Time Management, Data Analysis, Management, Event Planning, Public Speaking
Education
Truman State University 2006 — 2009
Bachelor of Arts, Business Administration with a concentration in Management
MetLife December 2012 - Present
Retirement Plan Advisors May 2011 - November 2012
Retirement Plan Advisors December 2006 - May 2011
Skills
Microsoft Office, Outlook, Microsoft Word, Microsoft Excel, Accounting, PowerPoint, Research, Customer Service, File Management, Teamwork, Access, Change Management, Time Management, Data Analysis, Management, Event Planning, Public Speaking
Education
Truman State University 2006 — 2009
Bachelor of Arts, Business Administration with a concentration in Management
Tony Winkeljohn's Retirement Plan Advisors Experience May 2001 - December 2011
Job Managing Director at Pensionmark
Industry Financial Services
Experience
Pensionmark Retirement Group January 2012 - Present
Ron Repka Foundation 2002 - Present
Retirement Plan Advisors May 2001 - December 2011
Acordia, Inc. 1997 - 2001
Ash Brokerage 1991 - 1997
Education
Indiana University Bloomington 1986 — 1990
Bachelor's degree
Pensionmark Retirement Group January 2012 - Present
Ron Repka Foundation 2002 - Present
Retirement Plan Advisors May 2001 - December 2011
Acordia, Inc. 1997 - 2001
Ash Brokerage 1991 - 1997
Education
Indiana University Bloomington 1986 — 1990
Bachelor's degree
Denis Conlon, CFP®,'s Retirement Plan Advisors Experience March 2002 - February 2013
Job Investment Officer at Megent Financial
Industry Financial Services
Experience
McCormick Place 2004 - February 2013
Retirement Plan Advisors March 2002 - February 2013
AXA January 2001 - February 2002
Northern Trust June 1991 - September 2000
Kemper Clearing Corp. February 1985 - June 1991
Skills
Series 7, Series 66, Wealth Management, Uniform Combined State..., Strategic Financial..., 401k, Retirement Planning
Education
College for Financial Planning 1998 — 2000
CFP
Illinois State University 1980 — 1982
BS
Western Illinois University 1978 — 1980
McCormick Place 2004 - February 2013
Retirement Plan Advisors March 2002 - February 2013
AXA January 2001 - February 2002
Northern Trust June 1991 - September 2000
Kemper Clearing Corp. February 1985 - June 1991
Skills
Series 7, Series 66, Wealth Management, Uniform Combined State..., Strategic Financial..., 401k, Retirement Planning
Education
College for Financial Planning 1998 — 2000
CFP
Illinois State University 1980 — 1982
BS
Western Illinois University 1978 — 1980
Kim Garvey's Retirement Plan Advisors Experience August 2012 - Present
Job Communications Assistant at Retirement Plan Advisors
Industry Financial Services
Experience
Retirement Plan Advisors August 2012 - Present
Education
DePaul University 2005 — 2010
Bachelor of Arts (BA), American/United States Studies/Civilization
Retirement Plan Advisors August 2012 - Present
Education
DePaul University 2005 — 2010
Bachelor of Arts (BA), American/United States Studies/Civilization