Retirement Planning Associates
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Retirement Planning Associates Employees
Employee
Years
Job
Industry
Eric Nghiem Eric Nghiem's Retirement Planning Associates Experience February 2004 - December 2009
Job COO at Anneorshine Media
Industry Online Media
Experience
Anneorshine Media 2008 - Present
AVE Enterprise January 2007 - November 2014
Retirement Planning Associates February 2004 - December 2009
Hypetechnokraft February 1999 - May 2004
Skills
Entrepreneurship, Business Strategy, Business Development, Sales Presentations, Sales, Digital Media, Digital Strategy, Social Media, Social Media Marketing, Online Marketing, Online Communications, Negotiation, New Business Development, New Media, Training & Development, Commercial Photography, Video Production, SEO, Social Networking, Digital Marketing
Education
Rutgers University-New Brunswick 1999 — 2002
Bachelor of Science (BS), Economics
Anneorshine Media 2008 - Present
AVE Enterprise January 2007 - November 2014
Retirement Planning Associates February 2004 - December 2009
Hypetechnokraft February 1999 - May 2004
Skills
Entrepreneurship, Business Strategy, Business Development, Sales Presentations, Sales, Digital Media, Digital Strategy, Social Media, Social Media Marketing, Online Marketing, Online Communications, Negotiation, New Business Development, New Media, Training & Development, Commercial Photography, Video Production, SEO, Social Networking, Digital Marketing
Education
Rutgers University-New Brunswick 1999 — 2002
Bachelor of Science (BS), Economics
Andrea Brim Andrea Brim's Retirement Planning Associates Experience 2005 - 2008
Job Tax Analyst II at TaxACT
Industry Accounting
Experience
2nd Story Software June 2009 - Present
Retirement Planning Associates 2005 - 2008
ACT 2003 - 2005
Skills
Customer Service, Management, Income Tax, Microsoft Office, Microsoft Excel, 10 Key, Microsoft Word, Office Administration, PowerPoint, Typing, Windows, XML
Education
Coe College 2007 — 2009
Bachelor's degree, Accounting
Kirkwood Community College 2005 — 2007
Associate of Arts (A.A.), Business Administration
2nd Story Software June 2009 - Present
Retirement Planning Associates 2005 - 2008
ACT 2003 - 2005
Skills
Customer Service, Management, Income Tax, Microsoft Office, Microsoft Excel, 10 Key, Microsoft Word, Office Administration, PowerPoint, Typing, Windows, XML
Education
Coe College 2007 — 2009
Bachelor's degree, Accounting
Kirkwood Community College 2005 — 2007
Associate of Arts (A.A.), Business Administration
Audrey Baker Audrey Baker's Retirement Planning Associates Experience April 2013 - June 2013
Job Executive Administrative Assistant
Industry Financial Services
Experience
Aflac July 2013 - Present
Retirement Planning Associates April 2013 - June 2013
Verizon 1997 - 2013
Norrell April 1997 - September 1997
Kelly Services September 1996 - March 1997
Skills
Microsoft Office, Managing Database, Mail Sorting, Correspondences, Presentation Development, Filing, Records Management, Telephone Skills, Efficent, Flexible Schedule, Decisiveness, Professional Experience, Social Media..., Executive Calendar..., Expense Reports, Travel Arrangements, Data Entry, Data Analysis, Manage Client..., Appointment Scheduling, Coordinate Meetings, Customer Service, Microsoft Excel, Team Building
Education
Kirkwood Community College 2001 — 2003
Associate of Arts and Sciences (A.A.S.), Computer Programming
Aflac July 2013 - Present
Retirement Planning Associates April 2013 - June 2013
Verizon 1997 - 2013
Norrell April 1997 - September 1997
Kelly Services September 1996 - March 1997
Skills
Microsoft Office, Managing Database, Mail Sorting, Correspondences, Presentation Development, Filing, Records Management, Telephone Skills, Efficent, Flexible Schedule, Decisiveness, Professional Experience, Social Media..., Executive Calendar..., Expense Reports, Travel Arrangements, Data Entry, Data Analysis, Manage Client..., Appointment Scheduling, Coordinate Meetings, Customer Service, Microsoft Excel, Team Building
Education
Kirkwood Community College 2001 — 2003
Associate of Arts and Sciences (A.A.S.), Computer Programming
John G. Dee John G. Dee's Retirement Planning Associates Experience 1985 - January 2006
Job Safe Money Advisory and Asset Protection Specialist
Industry Financial Services
Experience
Wealth Preservation Group, Inc. January 2006 - Present
U. S Benefit Analysts 2006 - Present
NY, VT and MA 2000 - Present
Retirement Planning Associates 1985 - January 2006
Combined Insurance 1982 - 1985
Education
Veterans Benefit Academy
Aid and Attendance Benefit
National Institute of Certified Estate Planners
Estate Planning
Boston University
Advanced Financial Planning
Holyoke Community College 1978 — 1981
Estate Planning
West Springfield High School
Cowing Junior High
Tatham Elementery
Wealth Preservation Group, Inc. January 2006 - Present
U. S Benefit Analysts 2006 - Present
NY, VT and MA 2000 - Present
Retirement Planning Associates 1985 - January 2006
Combined Insurance 1982 - 1985
Education
Veterans Benefit Academy
Aid and Attendance Benefit
National Institute of Certified Estate Planners
Estate Planning
Boston University
Advanced Financial Planning
Holyoke Community College 1978 — 1981
Estate Planning
West Springfield High School
Cowing Junior High
Tatham Elementery
Ryan McIntosh, CPA's Retirement Planning Associates Experience December 2008 - December 2009
Job Financial & Operations Analyst at TEM Systems, Inc.
Industry Accounting
Experience
TEM Systems, Inc. September 2014 - Present
Grant Thornton LLP June 2013 - September 2014
James Moore, Certified Public Accountants and Consultants January 2011 - June 2013
Stetson University January 2010 - December 2010
Retirement Planning Associates December 2008 - December 2009
Atlanta Silverbacks March 2007 - November 2008
D.C. United March 2006 - February 2007
Skills
Accounting, Auditing, GAAP, Financial Reporting, Financial Accounting, CPA, Internal Controls, Tax Preparation
Education
Stetson University 2010 — 2011
Masters of Accountancy
University of Central Florida 2001 — 2005
BBA, Accounting
TEM Systems, Inc. September 2014 - Present
Grant Thornton LLP June 2013 - September 2014
James Moore, Certified Public Accountants and Consultants January 2011 - June 2013
Stetson University January 2010 - December 2010
Retirement Planning Associates December 2008 - December 2009
Atlanta Silverbacks March 2007 - November 2008
D.C. United March 2006 - February 2007
Skills
Accounting, Auditing, GAAP, Financial Reporting, Financial Accounting, CPA, Internal Controls, Tax Preparation
Education
Stetson University 2010 — 2011
Masters of Accountancy
University of Central Florida 2001 — 2005
BBA, Accounting
Jon Gruenewald, MBA's Retirement Planning Associates Experience 2009 - 2009
Job NAV Senior Associate at State Street Bank
Industry Financial Services
Experience
State Street Bank October 2014 - Present
State Street Bank March 2013 - October 2014
Blackbaud June 2011 - July 2014
Syracuse Silver Knights September 2011 - March 2013
Charleston Battery February 2010 - September 2011
Legrand/Pass & Seymour October 2010 - January 2011
Retirement Planning Associates 2009 - 2009
Skills
Coaching, Bloomberg Terminal, Internet Research, Marketing Strategy, Lead Generation, Pricing Analysis, Accounting, Financial Accounting
Education
Rollins College - Crummer Graduate School of Business 2008 — 2010
Master of Business Administration (M.B.A.), Finance, General
Rollins College 2005 — 2008
Bachelor of Arts (B.A.), Economics
State Street Bank October 2014 - Present
State Street Bank March 2013 - October 2014
Blackbaud June 2011 - July 2014
Syracuse Silver Knights September 2011 - March 2013
Charleston Battery February 2010 - September 2011
Legrand/Pass & Seymour October 2010 - January 2011
Retirement Planning Associates 2009 - 2009
Skills
Coaching, Bloomberg Terminal, Internet Research, Marketing Strategy, Lead Generation, Pricing Analysis, Accounting, Financial Accounting
Education
Rollins College - Crummer Graduate School of Business 2008 — 2010
Master of Business Administration (M.B.A.), Finance, General
Rollins College 2005 — 2008
Bachelor of Arts (B.A.), Economics
Dan Maul's Retirement Planning Associates Experience February 1988 - September 2011
Job
Industry Financial Services
Experience
Juetten Personal Financial Planning, LLC. September 2011 - Present
Retirement Planning Associates February 1988 - September 2011
Retirement Planning Associates 1988 - 2010
Education
Oregon State University 1967 — 1972
Juetten Personal Financial Planning, LLC. September 2011 - Present
Retirement Planning Associates February 1988 - September 2011
Retirement Planning Associates 1988 - 2010
Education
Oregon State University 1967 — 1972
Julie Missal's Retirement Planning Associates Experience September 1994 - July 2010
Job Client Service Director
Industry Financial Services
Experience
Financial Services April 2011 - Present
Retirement Consulting Group July 2010 - April 2011
Retirement Planning Associates September 1994 - July 2010
Skills
Relationship Management, Securities, Series 7 and 63, Client Services, Financial Services, Insurance, Portfolio Management, Loans, Mutual Funds, Financial Analysis, Wealth Management, Customer Service
Education
Seattle University 1989 — 1993
MBA, Finance
University of Oregon 1977 — 1979
BBA, Finance and Human Resources
Financial Services April 2011 - Present
Retirement Consulting Group July 2010 - April 2011
Retirement Planning Associates September 1994 - July 2010
Skills
Relationship Management, Securities, Series 7 and 63, Client Services, Financial Services, Insurance, Portfolio Management, Loans, Mutual Funds, Financial Analysis, Wealth Management, Customer Service
Education
Seattle University 1989 — 1993
MBA, Finance
University of Oregon 1977 — 1979
BBA, Finance and Human Resources
Megan Schatzle's Retirement Planning Associates Experience May 2011 - July 2011
Job Financial Analyst
Industry Accounting
Experience
JAC Products May 2012 - Present
Jumping Jax January 2012 - May 2012
Retirement Planning Associates May 2011 - July 2011
Skills
Microsoft Excel, High Energy Level, Microsoft Office, PowerPoint, Microsoft Word, Teaching, Organization, Highly motivated..., Competitive, Learning Quickly
Education
Michigan State University 2007 — 2012
Bachelor of Arts (B.A.), Finance
Monroe High School 2004 — 2007
JAC Products May 2012 - Present
Jumping Jax January 2012 - May 2012
Retirement Planning Associates May 2011 - July 2011
Skills
Microsoft Excel, High Energy Level, Microsoft Office, PowerPoint, Microsoft Word, Teaching, Organization, Highly motivated..., Competitive, Learning Quickly
Education
Michigan State University 2007 — 2012
Bachelor of Arts (B.A.), Finance
Monroe High School 2004 — 2007
Pam Fay's Retirement Planning Associates Experience August 1999 - September 2008
Job Account Administrator at Beene Garter
Industry Accounting
Experience
Beene Garter LLP Account AdministratorWatkins Ross & Co.September 2008 - August 2015
Retirement Planning Associates August 1999 - September 2008
Skills
Accounts Receivable
Education
Hope College 1984 — 1988
Bachelor of Arts (B.A.), Business Administration and Management, General
Beene Garter LLP Account AdministratorWatkins Ross & Co.September 2008 - August 2015
Retirement Planning Associates August 1999 - September 2008
Skills
Accounts Receivable
Education
Hope College 1984 — 1988
Bachelor of Arts (B.A.), Business Administration and Management, General
Kate Boone's Retirement Planning Associates Experience August 2008 - Present
Job Student at University of Alabama
Industry Health, Wellness and Fitness
Experience
Retirement Planning Associates August 2008 - Present
GE Aviation August 2007 - August 2008
Patient Financial Medical Services September 2004 - September 2006
Baker Hughes June 2006 - August 2006
University of Central Florida June 2004 - August 2004
Education
University of Alabama 2012 — 2014
Bachelor of Science in Human Environmental Sciences, Food and Nutrition, 4.0/4.0
University of Central Florida 2003 — 2007
Bachelor of Science in Business Administration, Finance, 3.5/4.0
Retirement Planning Associates August 2008 - Present
GE Aviation August 2007 - August 2008
Patient Financial Medical Services September 2004 - September 2006
Baker Hughes June 2006 - August 2006
University of Central Florida June 2004 - August 2004
Education
University of Alabama 2012 — 2014
Bachelor of Science in Human Environmental Sciences, Food and Nutrition, 4.0/4.0
University of Central Florida 2003 — 2007
Bachelor of Science in Business Administration, Finance, 3.5/4.0
Sarah Moniz's Retirement Planning Associates Experience July 2008 - September 2013
Job Executive Assistant at OneWest Bank
Industry Banking
Experience
OneWest Bank April 2015 - Present
Bank of America Merrill Lynch September 2013 - April 2015
Retirement Planning Associates July 2008 - September 2013
Covina Valley Unified School District January 2005 - July 2008
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Microsoft Publisher, Online Research, Travel Management, Business Travel, Travel Arrangements, Social Media, Social Networking, Meeting Planning, Organizing Meetings, Corporate Meetings
Education
Los Angeles Valley College 2013 — 2015
Associate’s Degree, Human Development and Family Studies, General
Alverno High School 1998 — 2002
High School
OneWest Bank April 2015 - Present
Bank of America Merrill Lynch September 2013 - April 2015
Retirement Planning Associates July 2008 - September 2013
Covina Valley Unified School District January 2005 - July 2008
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Microsoft Publisher, Online Research, Travel Management, Business Travel, Travel Arrangements, Social Media, Social Networking, Meeting Planning, Organizing Meetings, Corporate Meetings
Education
Los Angeles Valley College 2013 — 2015
Associate’s Degree, Human Development and Family Studies, General
Alverno High School 1998 — 2002
High School