Retirement Planning Services

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Retirement Planning Services Employees

Employee
Years
Job
Industry
Matthew Hollander Matthew Hollander Phoenix, Arizona Area Details
Matthew Hollander's Retirement Planning Services Experience June 2015 - Present
Job Area Director Retirement Planning Services
Industry Financial Services
Experience
Retirement Planning Services   June 2015 - Present
Green Valley Financial   February 2015 - September 2015
Lifetime Planning   February 2014 - February 2015
Wells Fargo  December 2011 - June 2013

Skills
Credit, Loans, Banking, Mortgage Lending, Portfolio Management, Financial Analysis, Investments, Credit Analysis, Wealth Management, Risk Management, Mortgage Banking, Financial Modeling, Loan Origination, Commercial Banking, Strategic Financial..., Retirement Planning, Commercial Lending, Refinance, Finance, Insurance, Customer Service, Financial Services, Retirement, Life Insurance, Financial Planning

Education
Cuesta College   2009 — 2014
Finance, General

Templeton High School   2007 — 2011

Brian Kuhn CFP® Brian Kuhn CFP® Fulton, Maryland Details
Brian Kuhn CFP®'s Retirement Planning Services Experience March 2008 - August 2012
Job CFP®/Author/Columnist/TV Show Host
Industry Financial Services
Experience
Planning Solutions Group LLC  August 2012 - Present
Retirement Planning Services   March 2008 - August 2012
Keeney Financial Group   November 2003 - February 2008
Lincoln Financial Group  January 2001 - November 2003

Skills
Financial Advisory, Financial Advice, Investment Advisory..., IRA's, Roth IRA, IRAs, Long Term Care, Financial Planning, Life Insurance, Retirement Planning, Asset Allocation, Term Life Insurance, Investment Strategies, College Savings Plans, Strategic Financial..., Investments, Investment Advisory, Asset Management, Portfolio Management, Mutual Funds, Pensions, Income Protection, Series 7, Wealth Accumulation, Disability Insurance, 401k, Employee Benefits, Indexed Annuities, Long-term Care, Financial Services, Variable Annuities, Bonds, Retirement Plan..., Estate Tax Planning, Long Term Care Insurance, Estate Planning, Health Insurance, ETFs, FINRA, Insurance Planning, Annuities, Securities, Retirement Income..., Retirement, Uniform Combined State..., Finance, Insurance, Wealth Management, Management

Education
Towson University   1999 — 2003
Bachelor of Science, Business Administration Finance

Perkiomen School   1998 — 1999
High School Diploma

Severna Park High School   1996 — 1997

Heidi Arnest Heidi Arnest Newport Coast, California Details
Heidi Arnest's Retirement Planning Services Experience 1998 - 2000
Job Advisor at Seeman Holtz
Industry Financial Services
Experience
Seeman Holtz  June 2014 - Present
Health Markets  September 2012 - December 2014
Spectrum Direct Insurance Services   February 2009 - January 2010
Windstone Insurance Agency   July 2008 - February 2009
Legacy Retirement Services   January 2000 - December 2007
O'Connor and Associates  March 2005 - October 2006
Retirement Planning Services   1998 - 2000
Different Offices   1977 - 1999

Skills
Life Insurance, Insurance, Long Term Care Insurance, Strategic Planning, Small Business, Licensed Life & Health..., Retirement Planning, Training, Time Management, Organizational..., Sales Process, Wellness Coaching, Critical Illness, Self-directed, Self Starter, Self-esteem, Personal Care, Confidence Building, Nutritional Counseling, Healthy Lifestyle, Lifestyle Coaching, Passion for Helping..., Affordable Health..., Exceptional Listener, Honest, Building Relationships, Building Strong..., Exceeding Customer..., Quota Achievement, Team Leadership, Trusted Advisor, Compassionate, Sincere, Diligent, Always Punctual, Highly motivated..., High level of initiative, Positive Can-do Attitude, Self-confidence, Award Winner, Indexed Annuities, Individual Health..., Wellness, Consultative Sales..., Relationship Building, Marketing, Disability Insurance, Term Life Insurance, Sales, Team Building

Education
University of California, Los Angeles   1974 — 1977
Biochemistry Dental Hygiene

California State University-Long Beach   1972 — 1974

Barbara D'Agostino Barbara D'Agostino Annapolis, Maryland Details
Barbara D'Agostino's Retirement Planning Services Experience May 2010 - Present
Job Director of Client Services
Industry Financial Services
Experience
Retirement Planning Services   May 2010 - Present
T. Rowe Price  October 2006 - May 2010

Skills
Investments, Retirement Planning, Financial Services, Securities, Wealth Management, Mutual Funds, Strategic Financial..., 401k, Employee Benefits, Retirement, Series 6, Asset Allocation

Education
University of Maryland Baltimore County   2003 — 2007
BA, Media Marketing and Administration

Andre Brasser Andre Brasser Baltimore, Maryland Area Details
Andre Brasser's Retirement Planning Services Experience November 2009 - June 2012
Job Manager Cash Equity Product Control at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley  June 2015 - Present
Morgan Stanley  July 2012 - May 2015
Retirement Planning Services   November 2009 - June 2012
Edible Arrangements  March 2009 - August 2009
Merrill Lynch  June 2008 - August 2008

Skills
Finance, Marketing

Education
University of Baltimore   2009 — 2011
Master of Business Administration (M.B.A.), Finance and Entrepreneurship

Bucknell University   2004 — 2008
Bachelor of Arts (B.A.), History

Rina Whitehouse Rina Whitehouse Baltimore, Maryland Area Details
Rina Whitehouse's Retirement Planning Services Experience August 2010 - September 2012
Job Kids Club Associate at Maryland Athletic Club (MAC)
Industry Health, Wellness and Fitness
Experience
The Whitehouse Family   February 2012 - Present
Maryland Athletic Club (MAC)   January 2013 - March 2014
Retirement Planning Services   August 2010 - September 2012
Tri-Coastal Design  June 2007 - July 2010

Skills
Marketing

Education
University of Hartford   2003 — 2007
Bachelor of Business Administration (BBA), Marketing

Lucy Irving Lucy Irving San Francisco Bay Area Details
Lucy Irving's Retirement Planning Services Experience June 2015 - Present
Job Lifestage Planning Consultant Northbay Resource Group Mitch White Agency
Industry Financial Services
Experience
Retirement Planning Services   June 2015 - Present
Northbay Resource Group - Mitch White Agency   September 2014 - May 2015
Davis Life and Annuity Brokerage   June 2013 - April 2014
Legacy Marketing Group  August 1998 - June 2013
Genworth Financial  June 1982 - August 1998

Skills
Marketing, Fixed Annuities, Insurance, Sales, Marketing Strategy, New Business Development, Account Management, Retirement Planning, Retirement, Sales Management, Marketing Communications, Financial Services, Finance, Project Management, Life Insurance, Strategic Planning, Customer Service, 401k

Education
University of Phoenix
Business, Management, Marketing, and Related Support Services

Clare Lowenau Clare Lowenau Greater Los Angeles Area Details
Clare Lowenau's Retirement Planning Services Experience October 1994 - Present
Job Independent Financial Services Professional
Industry Financial Services
Experience
Retirement Planning Services   October 1994 - Present
Retirement Planning Services   1994 - 2011
Western Federal Bank   1990 - 1994
American Savings Bank  1984 - 1994

Skills
Retirement, Customer Relations, Coaching, Public Speaking, Customer Service, Fixed Annuities, IRAs, Insurance, Investments, Strategic Financial..., Retirement Planning, Financial Advisory, 403 b, Portfolio Management, Financial Services, Roth IRA, Term Life Insurance, Life Insurance, Investment Strategies, Risk Management, Long-term Care, Finance, Estate Planning, Loans, Staff Development, Marketing, Entrepreneurship, Mutual Funds, Wealth, Financial Analysis, Small Business, Wealth Accumulation

Education
Monroe HS in Bronx, NY   1960 — 1963

Pratt Institute
Commercial Art

Mauricio Simms Mauricio Simms Bowie, Maryland Details
Mauricio Simms's Retirement Planning Services Experience May 2008 - August 2008
Job Library Associate I at Prince George's County Memorial Library System
Industry Libraries
Experience
Prince George's County Memorial Library System  August 2013 - Present
SinclairProsser Law, LLC  September 2012 - Present
Retirement Planning Services   May 2008 - August 2008

Skills
Wills, Westlaw, Pleadings, Lexis, Estate Administration, Document Review, Legal Research, Trials, Legal Documents, Legal Writing, Document Drafting, Depositions, Litigation Support, Powers of Attorney, Trusts, Legal Assistance, PACER, Estate Planning, Courts, Paralegals

Education
University of Maryland Baltimore County   2011 — 2013
Bachelor of Science (BS), Philosophy

Davidson College   2007 — 2010
Philosophy