Retirement Revolution
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Retirement Revolution Employees
Employee
Years
Job
Industry
Marie (Tina) Marie (Tina)'s Retirement Revolution Experience March 1970 - Present
Job entrapanuer at United States and International
Industry Public Relations and Communications
Experience
Retirement Revolution March 1970 - Present
United States and International March 1970 - Present
Skills
Reputation Management, Publicity, Crisis Communications, Corporate Communications, Media Relations, Press Releases, Speech Writing, Public Relations, Sales Management, Strategic Communications, Newsletters, Copywriting, Social Networking, Blogging, Social Media Marketing, Internal Communications, Social Media Measurement, Communications Planning, Communication Training, Corporate Social...
Education
Long Beach
San Diego City College
Retirement Revolution March 1970 - Present
United States and International March 1970 - Present
Skills
Reputation Management, Publicity, Crisis Communications, Corporate Communications, Media Relations, Press Releases, Speech Writing, Public Relations, Sales Management, Strategic Communications, Newsletters, Copywriting, Social Networking, Blogging, Social Media Marketing, Internal Communications, Social Media Measurement, Communications Planning, Communication Training, Corporate Social...
Education
Long Beach
San Diego City College
Chris Rotchford Chris Rotchford's Retirement Revolution Experience November 2011 - June 2013
Job BA / QA Analyst, SDLC, Agile PM
Industry Financial Services
Experience
T. Rowe Price April 2014 - Present
Investment Management Consulting January 2014 - Present
TEKsystems 2013 - 2014
Retirement Revolution November 2011 - June 2013
TIAA-CREF 2007 - 2010
Union Bank July 2002 - January 2007
Skills
401k, Retirement Planning, Mutual Funds, Mergers & Acquisitions, Retirement, Employee Benefits, Pensions, Investments, Customer Service, Analysis, Investment Advisory, Financial Services, Process Improvement, Defined Benefit, Defined Contribution, Series 63, Risk Management, Business Analysis, Portfolio Management, Management
Education
California State University-Fullerton 2003 — 2005
Bachelor of Business Administration (B.B.A.), Investments and Securities
California State University-Fullerton 2002 — 2005
BA in Finance, Banking, Corporate, Finance, and Securities Law
T. Rowe Price April 2014 - Present
Investment Management Consulting January 2014 - Present
TEKsystems 2013 - 2014
Retirement Revolution November 2011 - June 2013
TIAA-CREF 2007 - 2010
Union Bank July 2002 - January 2007
Skills
401k, Retirement Planning, Mutual Funds, Mergers & Acquisitions, Retirement, Employee Benefits, Pensions, Investments, Customer Service, Analysis, Investment Advisory, Financial Services, Process Improvement, Defined Benefit, Defined Contribution, Series 63, Risk Management, Business Analysis, Portfolio Management, Management
Education
California State University-Fullerton 2003 — 2005
Bachelor of Business Administration (B.B.A.), Investments and Securities
California State University-Fullerton 2002 — 2005
BA in Finance, Banking, Corporate, Finance, and Securities Law
Bill Bremer Bill Bremer's Retirement Revolution Experience April 2013 - June 2015
Job Content Marketing Copywriter and Strategist
Industry Writing and Editing
Experience
Bremer Content November 2000 - Present
Retirement Revolution April 2013 - June 2015
UST Global, City National Bank, Credit Union Direct Lending September 2010 - December 2012
Pasadena Educational Foundation July 2007 - November 2009
JPR Communications October 2005 - May 2006
Skills
Writing, Public Relations, Editing, Blogging, Marketing Communications, Media Relations, Copywriting, Internal Communications, Research, White Papers, Brochures, Social Media Marketing, Press Releases, Content Development, Social Networking, Content Strategy, Copy Editing, Content Creation, Publicity, Creative Writing, Writing Skills, Web Content, Entertainment, Software Documentation, Management, Newsletters, Journalism, Marketing, Strategy, Leadership, Corporate Communications, New Media, Storytelling, Social Media, Digital Media, Magazines, Video, Editorial, Publications, Strategic Communications, Consulting
Education
American University
BA, Communications/Speech Arts
Georgetown University
BA, Foreign Service, communications
Bremer Content November 2000 - Present
Retirement Revolution April 2013 - June 2015
UST Global, City National Bank, Credit Union Direct Lending September 2010 - December 2012
Pasadena Educational Foundation July 2007 - November 2009
JPR Communications October 2005 - May 2006
Skills
Writing, Public Relations, Editing, Blogging, Marketing Communications, Media Relations, Copywriting, Internal Communications, Research, White Papers, Brochures, Social Media Marketing, Press Releases, Content Development, Social Networking, Content Strategy, Copy Editing, Content Creation, Publicity, Creative Writing, Writing Skills, Web Content, Entertainment, Software Documentation, Management, Newsletters, Journalism, Marketing, Strategy, Leadership, Corporate Communications, New Media, Storytelling, Social Media, Digital Media, Magazines, Video, Editorial, Publications, Strategic Communications, Consulting
Education
American University
BA, Communications/Speech Arts
Georgetown University
BA, Foreign Service, communications
Frank Bruno Frank Bruno's Retirement Revolution Experience February 2012 - September 2012
Job Divisional Vice President at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group December 2014 - Present
John Hancock Life Insurance Company (U.S.A.) September 2012 - September 2014
Retirement Revolution February 2012 - September 2012
Union Bank January 2008 - February 2012
TruSource(A Union Bank Company) August 2004 - April 2008
CNA Trust April 1997 - July 2004
CIGNA Retirement Plan Services February 1995 - July 1997
Quailified Benefits, Inc. February 1993 - April 1994
The Manufacturers Life Insurance Company January 1985 - March 1992
Skills
Retirement, Retirement Planning, Investments, Financial Services, Financial Advisory, Sales, Sales Management, Defined Benefit, 401k, Mutual Funds, Series 63, Series 7, Wealth Management, Series 6, Asset Management, Insurance, Risk Management, Banking, Strategic Planning, Relationship Management, Strategic Financial..., Leadership, Life Insurance, Business Development, Management, Fixed Annuities, Investment Strategies, New Business Development, Portfolio Management, Employee Benefits, Asset Allocation, Pensions, Alternative Investments, Securities
Education
University of California, Los Angeles 1979 — 1984
Bachelor's Degree, History
MassMutual Financial Group December 2014 - Present
John Hancock Life Insurance Company (U.S.A.) September 2012 - September 2014
Retirement Revolution February 2012 - September 2012
Union Bank January 2008 - February 2012
TruSource(A Union Bank Company) August 2004 - April 2008
CNA Trust April 1997 - July 2004
CIGNA Retirement Plan Services February 1995 - July 1997
Quailified Benefits, Inc. February 1993 - April 1994
The Manufacturers Life Insurance Company January 1985 - March 1992
Skills
Retirement, Retirement Planning, Investments, Financial Services, Financial Advisory, Sales, Sales Management, Defined Benefit, 401k, Mutual Funds, Series 63, Series 7, Wealth Management, Series 6, Asset Management, Insurance, Risk Management, Banking, Strategic Planning, Relationship Management, Strategic Financial..., Leadership, Life Insurance, Business Development, Management, Fixed Annuities, Investment Strategies, New Business Development, Portfolio Management, Employee Benefits, Asset Allocation, Pensions, Alternative Investments, Securities
Education
University of California, Los Angeles 1979 — 1984
Bachelor's Degree, History
Alan S. Colodner Alan S. Colodner's Retirement Revolution Experience November 2014 - Present
Job Senior Business Development Officer at Retirement Revolution
Industry Financial Services
Experience
Retirement Revolution November 2014 - Present
DST Retirement Solutions January 2012 - September 2014
Union Bank, N.A. - TruSource - CNA Trust January 1998 - August 2011
Pentegra Services, Inc. March 1995 - January 1998
Nationar August 1990 - March 1995
Education
State University of New York College at Geneseo
State University of New York at Oneonta
Retirement Revolution November 2014 - Present
DST Retirement Solutions January 2012 - September 2014
Union Bank, N.A. - TruSource - CNA Trust January 1998 - August 2011
Pentegra Services, Inc. March 1995 - January 1998
Nationar August 1990 - March 1995
Education
State University of New York College at Geneseo
State University of New York at Oneonta
Lucas G. Mendez Lucas G. Mendez's Retirement Revolution Experience February 2014 - Present
Job Recordkeeping Operations Specialist at Retirement Revolution
Industry Financial Services
Experience
Retirement Revolution February 2014 - Present
Carlson Law Group, Inc. June 2010 - August 2012
Albertsons June 2008 - June 2009
Skills
Time Management, Customer Service, Creative Problem Solving, Sales, High Organizational..., Economics, Trials, Teamwork, Critical Thinking, Legal Writing, Proficiency in..., Pleadings, Legal Assistance, Product Liability, Recordkeeping, Microsoft SQL Server, Operations, HTML scripting, Payroll, Distributions, 401k Rollovers, 401k, Mac & PC platforms, Time-efficient, Quality Assurance
Education
University of Arizona 2009 — 2013
Bachelor of Arts (BA), Economics
University of Arizona
Retirement Revolution February 2014 - Present
Carlson Law Group, Inc. June 2010 - August 2012
Albertsons June 2008 - June 2009
Skills
Time Management, Customer Service, Creative Problem Solving, Sales, High Organizational..., Economics, Trials, Teamwork, Critical Thinking, Legal Writing, Proficiency in..., Pleadings, Legal Assistance, Product Liability, Recordkeeping, Microsoft SQL Server, Operations, HTML scripting, Payroll, Distributions, 401k Rollovers, 401k, Mac & PC platforms, Time-efficient, Quality Assurance
Education
University of Arizona 2009 — 2013
Bachelor of Arts (BA), Economics
University of Arizona
Kaitlin Ross Kaitlin Ross's Retirement Revolution Experience June 2013 - April 2015
Job Sales and Marketing Coordinator at Retirement Revolution
Industry Public Relations and Communications
Experience
Retirement Revolution June 2013 - April 2015
Chicago Title August 2012 - February 2013
Retirement Revolution June 2012 - August 2012
Community Medical Centers October 2011 - May 2012
Fresno State Athletics September 2010 - April 2012
Bloomingdales June 2010 - August 2010
Skills
Media Relations, Social Media, Editing, Video Production, Video, Multimedia, Web Design, Journalism, New Media, Facebook, Microsoft Office, Social Networking, Adobe Creative Suite, Communication Skills, Self-starter, Analytics, Blogging, Press Releases, Public Speaking, Event Planning, PowerPoint, Customer Service, Communication
Education
California State University-Fresno 2008 — 2012
Bachelor of Mass Communications and Journalism, Digital Communication and Media/Multimedia
Retirement Revolution June 2013 - April 2015
Chicago Title August 2012 - February 2013
Retirement Revolution June 2012 - August 2012
Community Medical Centers October 2011 - May 2012
Fresno State Athletics September 2010 - April 2012
Bloomingdales June 2010 - August 2010
Skills
Media Relations, Social Media, Editing, Video Production, Video, Multimedia, Web Design, Journalism, New Media, Facebook, Microsoft Office, Social Networking, Adobe Creative Suite, Communication Skills, Self-starter, Analytics, Blogging, Press Releases, Public Speaking, Event Planning, PowerPoint, Customer Service, Communication
Education
California State University-Fresno 2008 — 2012
Bachelor of Mass Communications and Journalism, Digital Communication and Media/Multimedia
Ben Yeakley Ben Yeakley's Retirement Revolution Experience February 2012 - May 2013
Job Retirement and Institutional Trust Services at BB&T, Branch Banking and Trust
Industry Financial Services
Experience
BB&T - Best Bank in town since 1872. June 2013 - Present
Yeakley Inc March 2008 - Present
Retirement Revolution February 2012 - May 2013
ClickCom September 2011 - September 2012
CharlotteDrs.com August 2009 - September 2012
Capitol Wealth an Affiliate of Capitol Bancorp Limited January 2005 - August 2010
Dienst Custom Homes 2005 - 2008
Union Bank of California / Bank of Tokyo Mitsubishi May 2003 - February 2005
Wachovia Bank 1996 - 2003
Union Bank of California 1986 - 1996
Skills
Business Intelligence, Business Process..., Business Development, Strategic Financial..., Financial Modeling, Quantitative Finance, Marketing Research, Marketing Strategy, Digital Marketing, Retirement Plan..., Sales Management, Change Management, Strategic Planning, Marketing, Start-ups, Strategy, SEO, Leadership, New Business Development, Management Consulting, Management, Entrepreneurship, Operations Management, Social Media, Sales, Banking, Small Business, Cross-functional Team..., Investments, E-commerce, Finance, Financial Services, 401k, Due Diligence, Retirement, Retirement Planning, Financial Advisory, Insurance, Executive Management, Investment Advisory, Business Planning, Consulting, Investment Management, Mergers & Acquisitions, Project Management, Equities, Pensions, Strategic Partnerships, Real Estate, Wealth
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1989 — 1991
MBA, Business
Purdue University 1977 — 1982
BS, Economics
BB&T - Best Bank in town since 1872. June 2013 - Present
Yeakley Inc March 2008 - Present
Retirement Revolution February 2012 - May 2013
ClickCom September 2011 - September 2012
CharlotteDrs.com August 2009 - September 2012
Capitol Wealth an Affiliate of Capitol Bancorp Limited January 2005 - August 2010
Dienst Custom Homes 2005 - 2008
Union Bank of California / Bank of Tokyo Mitsubishi May 2003 - February 2005
Wachovia Bank 1996 - 2003
Union Bank of California 1986 - 1996
Skills
Business Intelligence, Business Process..., Business Development, Strategic Financial..., Financial Modeling, Quantitative Finance, Marketing Research, Marketing Strategy, Digital Marketing, Retirement Plan..., Sales Management, Change Management, Strategic Planning, Marketing, Start-ups, Strategy, SEO, Leadership, New Business Development, Management Consulting, Management, Entrepreneurship, Operations Management, Social Media, Sales, Banking, Small Business, Cross-functional Team..., Investments, E-commerce, Finance, Financial Services, 401k, Due Diligence, Retirement, Retirement Planning, Financial Advisory, Insurance, Executive Management, Investment Advisory, Business Planning, Consulting, Investment Management, Mergers & Acquisitions, Project Management, Equities, Pensions, Strategic Partnerships, Real Estate, Wealth
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1989 — 1991
MBA, Business
Purdue University 1977 — 1982
BS, Economics
Deanna McMenemy's Retirement Revolution Experience March 2013 - Present
Job Partner Services Manager at Retirement Revolution
Industry Financial Services
Experience
Retirement Revolution March 2013 - Present
Prudential Retirement March 2008 - June 2010
Union Bank of California December 1996 - March 2008
Skills
Series 63, Mutual Funds, Financial Services, Retirement, Defined Benefit, Retirement Planning, Risk Management, Investments, Relationship Management, Insurance, Vendor Management, Business Analysis, 401k, Asset Management, Banking, Pensions, Portfolio Management, Strategic Financial..., Employee Benefits, Series 7, Securities
Education
University of Southern California
B.S., Physics
University of Southern California
BS, Physics
Retirement Revolution March 2013 - Present
Prudential Retirement March 2008 - June 2010
Union Bank of California December 1996 - March 2008
Skills
Series 63, Mutual Funds, Financial Services, Retirement, Defined Benefit, Retirement Planning, Risk Management, Investments, Relationship Management, Insurance, Vendor Management, Business Analysis, 401k, Asset Management, Banking, Pensions, Portfolio Management, Strategic Financial..., Employee Benefits, Series 7, Securities
Education
University of Southern California
B.S., Physics
University of Southern California
BS, Physics
Phill Bates's Retirement Revolution Experience December 2009 - Present
Job Operations at Retirement Revolution
Industry Financial Services
Experience
Retirement Revolution December 2009 - Present
Union Bank of California August 2004 - April 2011
Education
California State University-Fullerton, Mihaylo College of Business and Economics
BA, Business Admistration
Retirement Revolution December 2009 - Present
Union Bank of California August 2004 - April 2011
Education
California State University-Fullerton, Mihaylo College of Business and Economics
BA, Business Admistration
Juan C. Molina's Retirement Revolution Experience January 2010 - Present
Job Director, Retirement Client Services at Retirement Revolution
Industry Financial Services
Experience
Retirement Revolution January 2010 - Present
Vertical Management Systems, Inc. January 2010 - March 2011
Independent Consultants January 2009 - January 2010
Prudential Retirement March 2008 - November 2008
Union Bank of California 1996 - 2008
Transamerica Life Insurance Company 1986 - 1996
Skills
Retirement Planning, Pensions, Mutual Funds, Investments, Series 63, Relationship Management, 401k, Business Planning, Auditing, Leadership, Retirement, Management, Financial Services, Competitive Analysis, Project Management, Retirement Benefits, Series 7, ERISA, Insurance, Financial Statements, Process Improvement, Mergers & Acquisitions, Defined Contribution, Employee Benefits
Education
University of California, Los Angeles
Retirement Revolution January 2010 - Present
Vertical Management Systems, Inc. January 2010 - March 2011
Independent Consultants January 2009 - January 2010
Prudential Retirement March 2008 - November 2008
Union Bank of California 1996 - 2008
Transamerica Life Insurance Company 1986 - 1996
Skills
Retirement Planning, Pensions, Mutual Funds, Investments, Series 63, Relationship Management, 401k, Business Planning, Auditing, Leadership, Retirement, Management, Financial Services, Competitive Analysis, Project Management, Retirement Benefits, Series 7, ERISA, Insurance, Financial Statements, Process Improvement, Mergers & Acquisitions, Defined Contribution, Employee Benefits
Education
University of California, Los Angeles
Gary Crane, AIF's Retirement Revolution Experience May 2012 - October 2013
Job Senior Consultant at Cafaro Greenleaf
Industry Financial Services
Experience
Cafaro Greenleaf March 2015 - Present
Aspire Financial Services, LLC October 2013 - September 2014
Retirement Revolution May 2012 - October 2013
ExpertPlan Inc December 2010 - June 2012
Janney Montgomery Scott August 1983 - May 2010
Skills
Retirement Planning, Retirement, Investments, Series 7, Business Development, Series 63, 401k, Pensions, Mutual Funds, Defined Benefit, Asset Allocation, Wealth Management, Business Planning, Investment Advisory, New Business Development, Series 6, Financial Advisory, Retirement Plan...
Education
Penn State University 1972 — 1975
B.S., Business Management
Cafaro Greenleaf March 2015 - Present
Aspire Financial Services, LLC October 2013 - September 2014
Retirement Revolution May 2012 - October 2013
ExpertPlan Inc December 2010 - June 2012
Janney Montgomery Scott August 1983 - May 2010
Skills
Retirement Planning, Retirement, Investments, Series 7, Business Development, Series 63, 401k, Pensions, Mutual Funds, Defined Benefit, Asset Allocation, Wealth Management, Business Planning, Investment Advisory, New Business Development, Series 6, Financial Advisory, Retirement Plan...
Education
Penn State University 1972 — 1975
B.S., Business Management