Retirement Solutions
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22 Retirement Solutions employees in database. Find out everything there's to know about Retirement 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 Solutions Employees
Employee
Years
Job
Industry
Jack Cogan Jack Cogan's Retirement Solutions Experience June 2011 - August 2011
Job Financial Analyst at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs July 2013 - Present
Cuse vs. Cancer 5k September 2012 - Present
Citi June 2012 - August 2012
Retirement Solutions June 2011 - August 2011
Delaware North Companies June 2011 - August 2011
Skills
Management, Sales, Time Management, Forecasting, Financial Analysis, Project Planning, Microsoft Excel, Microsoft Office, PowerPoint, Finance, Microsoft Word, Accounting, Teamwork, Customer Service, Leadership, Public Speaking, Strategy, Financial Modeling, Data Analysis, Analysis
Education
Syracuse University - Martin J. Whitman School of Management 2009 — 2013
Bachelors, Finance and Accounting
Chagrin Falls High School 2005 — 2009
Goldman Sachs July 2013 - Present
Cuse vs. Cancer 5k September 2012 - Present
Citi June 2012 - August 2012
Retirement Solutions June 2011 - August 2011
Delaware North Companies June 2011 - August 2011
Skills
Management, Sales, Time Management, Forecasting, Financial Analysis, Project Planning, Microsoft Excel, Microsoft Office, PowerPoint, Finance, Microsoft Word, Accounting, Teamwork, Customer Service, Leadership, Public Speaking, Strategy, Financial Modeling, Data Analysis, Analysis
Education
Syracuse University - Martin J. Whitman School of Management 2009 — 2013
Bachelors, Finance and Accounting
Chagrin Falls High School 2005 — 2009
Srdjan Demonjic Srdjan Demonjic's Retirement Solutions Experience June 2012 - August 2012
Job Student at Ohio University
Industry Financial Services
Experience
Ohio University Student Equity Management Group January 2014 - Present
KeyBanc Capital Markets June 2014 - August 2014
Ohio University Student Equity Management Group September 2013 - January 2014
Retirement Solutions June 2012 - August 2012
Skills
Teamwork, PowerPoint, Microsoft Excel, Microsoft Office, Customer Service, Microsoft Word, SQL, Social Media, Finance, Statistics, Time Management, Event Planning, Financial Analysis, Accounting, Research, Leadership, Social Networking, Management, Budgets, Financial Accounting, Marketing, Market Research, Spanish, Financial Modeling
Education
Ohio University 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance; Business Economics
Ohio University Student Equity Management Group January 2014 - Present
KeyBanc Capital Markets June 2014 - August 2014
Ohio University Student Equity Management Group September 2013 - January 2014
Retirement Solutions June 2012 - August 2012
Skills
Teamwork, PowerPoint, Microsoft Excel, Microsoft Office, Customer Service, Microsoft Word, SQL, Social Media, Finance, Statistics, Time Management, Event Planning, Financial Analysis, Accounting, Research, Leadership, Social Networking, Management, Budgets, Financial Accounting, Marketing, Market Research, Spanish, Financial Modeling
Education
Ohio University 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance; Business Economics
David Donges David Donges's Retirement Solutions Experience November 2012 - May 2013
Job Financial Professional at OnPoint Financial Services
Industry Financial Services
Experience
On-Point Financial Services January 2014 - Present
US Army March 2007 - February 2014
Retirement Solutions November 2012 - May 2013
Education
Kent State University 2008 — 2014
Bachelor of Business Administration (BBA), Finance
Stow Munroe-Falls High School 2002 — 2006
On-Point Financial Services January 2014 - Present
US Army March 2007 - February 2014
Retirement Solutions November 2012 - May 2013
Education
Kent State University 2008 — 2014
Bachelor of Business Administration (BBA), Finance
Stow Munroe-Falls High School 2002 — 2006
Paul Dunphy, CFP ® Paul Dunphy, CFP ®'s Retirement Solutions Experience March 2015 - Present
Job Financial Planner with Retirement Solutions doing feebased financial planning, investment advisory services & insurance
Industry Financial Services
Experience
Retirement Solutions March 2015 - Present
Eagle Strategies, LLC February 2015 - Present
Investment Centers of America, Inc. June 2012 - March 2014
MetLife March 2009 - May 2012
First Interstate Wealth Management January 2005 - December 2008
Prudential Financial and Pruco Securities Corporation. November 1989 - December 2004
Skills
Retirement Planning, Estate Planning, Risk Management, Wealth Preservation..., Wealth Transfer..., Gifting Strategies, Succession Planning, Problem Solving, Business Planning, Business Succession..., 401k Rollovers, Investments, Life Insurance, Long Term Care Insurance, Mutual Funds
Education
Stanford University 1976 — 1982
Bachelor of Science, Mechanical Engineering
Retirement Solutions March 2015 - Present
Eagle Strategies, LLC February 2015 - Present
Investment Centers of America, Inc. June 2012 - March 2014
MetLife March 2009 - May 2012
First Interstate Wealth Management January 2005 - December 2008
Prudential Financial and Pruco Securities Corporation. November 1989 - December 2004
Skills
Retirement Planning, Estate Planning, Risk Management, Wealth Preservation..., Wealth Transfer..., Gifting Strategies, Succession Planning, Problem Solving, Business Planning, Business Succession..., 401k Rollovers, Investments, Life Insurance, Long Term Care Insurance, Mutual Funds
Education
Stanford University 1976 — 1982
Bachelor of Science, Mechanical Engineering
Anthony Miller MBA MSFS CFP® Anthony Miller MBA MSFS CFP®'s Retirement Solutions Experience March 1991 - Present
Job Financial Adviser^ / Owner, Retirement Solutions
Industry Financial Services
Experience
Rocky Mountain College January 2011 - Present
MLZ Properties, LLP June 2007 - Present
Anthony D. Miller Consulting Group, LLC April 2005 - Present
Miller, Gams & Associates, LLC April 2005 - Present
MLZ, LLP April 2005 - Present
Self Employed February 2005 - Present
Retirement Solutions March 1991 - Present
Skills
Retirement Planning, Estate Planning, Retirement, Insurance, Investments, Small Business, Life Insurance, Personal Finance, Wealth Preservation..., Wealth Transfer..., Employee Benefits, Management, Strategic Planning, Team Building, Public Speaking, Sales
Education
The American College 2004 — 2005
Master of Science, Financial Services
University of Utah - David Eccles School of Business 1991 — 1994
Master of Business Administration, Finance/Marketing
Utah State University 1990 — 1991
Bachelor of Arts, Spanish
Utah Valley State College 1988 — 1990
Associate of Arts, Humanities
Rocky Mountain College January 2011 - Present
MLZ Properties, LLP June 2007 - Present
Anthony D. Miller Consulting Group, LLC April 2005 - Present
Miller, Gams & Associates, LLC April 2005 - Present
MLZ, LLP April 2005 - Present
Self Employed February 2005 - Present
Retirement Solutions March 1991 - Present
Skills
Retirement Planning, Estate Planning, Retirement, Insurance, Investments, Small Business, Life Insurance, Personal Finance, Wealth Preservation..., Wealth Transfer..., Employee Benefits, Management, Strategic Planning, Team Building, Public Speaking, Sales
Education
The American College 2004 — 2005
Master of Science, Financial Services
University of Utah - David Eccles School of Business 1991 — 1994
Master of Business Administration, Finance/Marketing
Utah State University 1990 — 1991
Bachelor of Arts, Spanish
Utah Valley State College 1988 — 1990
Associate of Arts, Humanities
Michelle (Shelly) Gams, CLU®, ChFC®, CASL®, CFP®'s Retirement Solutions Experience December 2001 - Present
Job CoOwner at Retirement Solutions
Industry Financial Services
Experience
Retirement Solutions December 2001 - Present
Eagle Strategies, LLC December 2001 - Present
New York Life Insurance Company December 2001 - Present
Skills
Series 65, Series 63, Series 7, Life and Health..., Licensed in Long-Term..., 401(k) Rollovers, Annuity Sales, Asset Protection, CLU, Estate Planning, Key Person Protection, Protection Planning/..., Retirement, Retirement Planning, Small Business, Succession Planning, Wealth Perservation..., Investments, MAP Certified, Authorized to offer...
Education
University of Wyoming 1990 — 1993
Bachelor of Science, Business Administration with a minor in Psychology
Northwest College 1988 — 1990
Associates of Art
Retirement Solutions December 2001 - Present
Eagle Strategies, LLC December 2001 - Present
New York Life Insurance Company December 2001 - Present
Skills
Series 65, Series 63, Series 7, Life and Health..., Licensed in Long-Term..., 401(k) Rollovers, Annuity Sales, Asset Protection, CLU, Estate Planning, Key Person Protection, Protection Planning/..., Retirement, Retirement Planning, Small Business, Succession Planning, Wealth Perservation..., Investments, MAP Certified, Authorized to offer...
Education
University of Wyoming 1990 — 1993
Bachelor of Science, Business Administration with a minor in Psychology
Northwest College 1988 — 1990
Associates of Art
Tom Holstein Tom Holstein's Retirement Solutions Experience December 2005 - Present
Job Owner, Retirement Solutions
Industry Financial Services
Experience
Retirement Solutions December 2005 - Present
Benefit Information Services August 2003 - December 2005
Profit Sharing Plan Administrators August 1984 - July 2003
Mercer January 1982 - August 1984
Skills
401k, Pension Administration, Retirement Plan..., Retirement, Plan Design, ERISA, Profit Sharing, Employee Benefits, Cash Balance, Microsoft Word, Microsoft Excel, PowerPoint, Qualified Retirement..., Money Purchase, S Corporations, Wealth, Retirement Planning, Defined Benefit, Retirement Benefits, Business Planning, Pensions, Estate Planning, Small Business, Financial Planning, Mutual Funds, Roth IRA
Education
Drake University 1979 — 1982
Bachelor of Science in Business Administration, Double Major in Actuarial Science and Computer Systems
Brentwood High School 1976 — 1979
Retirement Solutions December 2005 - Present
Benefit Information Services August 2003 - December 2005
Profit Sharing Plan Administrators August 1984 - July 2003
Mercer January 1982 - August 1984
Skills
401k, Pension Administration, Retirement Plan..., Retirement, Plan Design, ERISA, Profit Sharing, Employee Benefits, Cash Balance, Microsoft Word, Microsoft Excel, PowerPoint, Qualified Retirement..., Money Purchase, S Corporations, Wealth, Retirement Planning, Defined Benefit, Retirement Benefits, Business Planning, Pensions, Estate Planning, Small Business, Financial Planning, Mutual Funds, Roth IRA
Education
Drake University 1979 — 1982
Bachelor of Science in Business Administration, Double Major in Actuarial Science and Computer Systems
Brentwood High School 1976 — 1979
Gene Schnabel Gene Schnabel's Retirement Solutions Experience December 1983 - Present
Job Owner, Retirement Solutions
Industry Financial Services
Experience
Retirement Solutions December 1983 - Present
Skills
Personal Financial..., Insurance, Financial Services, Financial Advisory, Series 7, Finance, Series 63
Education
John F. Kennedy University 1974 — 1978
Bachelor of Science (BS), Business
Retirement Solutions December 1983 - Present
Skills
Personal Financial..., Insurance, Financial Services, Financial Advisory, Series 7, Finance, Series 63
Education
John F. Kennedy University 1974 — 1978
Bachelor of Science (BS), Business
Jack Cuthbert Jack Cuthbert's Retirement Solutions Experience June 2004 - Present
Job Sales & Marketing
Industry Computer Networking
Experience
Retirement Solutions June 2004 - Present
LeftHand Networks 2006 - 2008
Brocade Communications June 1998 - January 2005
Macromedia November 1996 - April 1998
SGI July 1986 - October 1996
Gerber Scientific Instruments 1983 - 1986
TRW/Datapoint Canada 1981 - 1983
Burndy Corp. 1980 - 1981
Skills
Business Strategy, Storage Area Networks, High Availability, Strategic Partnerships, Corporate Development, Direct Sales, High Performance..., Sales Management, Enterprise Software, Cloud Computing, Brocade, Business Development, Program Management, SAN, Product Management, Go-to-market Strategy, Fibre Channel, Start-ups, HP, Storage, Strategy, Scalability, Distributed Systems, Big Data, Business Alliances, Storage Virtualization, Leadership, Security, Cross-functional Team..., Software Development, Product Lifecycle..., Network Architecture, Virtualization, Entrepreneurship, Demand Generation, Solution Selling, Mergers & Acquisitions, Sales Enablement, Professional Services, Product Marketing, Managed Services, Data Center, Partner Management, Embedded Systems, Pre-sales, Channel Partners, Sales, Multi-channel Marketing, SaaS, Channel
Education
McMaster University 1978 — 1979
M.Eng Physics
University of Waterloo 1974 — 1978
BSc, Physics
Retirement Solutions June 2004 - Present
LeftHand Networks 2006 - 2008
Brocade Communications June 1998 - January 2005
Macromedia November 1996 - April 1998
SGI July 1986 - October 1996
Gerber Scientific Instruments 1983 - 1986
TRW/Datapoint Canada 1981 - 1983
Burndy Corp. 1980 - 1981
Skills
Business Strategy, Storage Area Networks, High Availability, Strategic Partnerships, Corporate Development, Direct Sales, High Performance..., Sales Management, Enterprise Software, Cloud Computing, Brocade, Business Development, Program Management, SAN, Product Management, Go-to-market Strategy, Fibre Channel, Start-ups, HP, Storage, Strategy, Scalability, Distributed Systems, Big Data, Business Alliances, Storage Virtualization, Leadership, Security, Cross-functional Team..., Software Development, Product Lifecycle..., Network Architecture, Virtualization, Entrepreneurship, Demand Generation, Solution Selling, Mergers & Acquisitions, Sales Enablement, Professional Services, Product Marketing, Managed Services, Data Center, Partner Management, Embedded Systems, Pre-sales, Channel Partners, Sales, Multi-channel Marketing, SaaS, Channel
Education
McMaster University 1978 — 1979
M.Eng Physics
University of Waterloo 1974 — 1978
BSc, Physics
Camille Whiting Camille Whiting's Retirement Solutions Experience August 2012 - June 2013
Job Administrative Assistant, Missionary Department, The Church of Jesus Christ of Latterday Saints
Industry Religious Institutions
Experience
Retirement Solutions August 2012 - June 2013
Brigham Young University October 2006 - May 2012
Deseret Book January 2012 - April 2012
Skills
Editing, Public Speaking, Research, Spanish, PowerPoint, Microsoft Office, Event Planning, Microsoft Word, Facebook, Strategic Planning, Microsoft Excel, Outlook, Data Analysis, Social Networking, Social Media, Higher Education, Blogging, Data Entry, Access, Teaching, Proofreading, Teamwork, Technical Writing, SPSS, Leadership, Fundraising
Education
Brigham Young University 2005 — 2012
BA, English
Retirement Solutions August 2012 - June 2013
Brigham Young University October 2006 - May 2012
Deseret Book January 2012 - April 2012
Skills
Editing, Public Speaking, Research, Spanish, PowerPoint, Microsoft Office, Event Planning, Microsoft Word, Facebook, Strategic Planning, Microsoft Excel, Outlook, Data Analysis, Social Networking, Social Media, Higher Education, Blogging, Data Entry, Access, Teaching, Proofreading, Teamwork, Technical Writing, SPSS, Leadership, Fundraising
Education
Brigham Young University 2005 — 2012
BA, English
Angelo Gentile's Retirement Solutions Experience January 2013 - Present
Job Partner / Agent Retirement Solutions
Industry Insurance
Experience
Retirement Solutions January 2013 - Present
Cynosure July 2011 - December 2012
Paylocity July 2010 - July 2011
Kronos Incorporated May 2009 - June 2010
ADP July 2003 - May 2009
Education
Florida State University 1997 — 2003
Bachelor of Sciences, I.S.S. and History
Retirement Solutions January 2013 - Present
Cynosure July 2011 - December 2012
Paylocity July 2010 - July 2011
Kronos Incorporated May 2009 - June 2010
ADP July 2003 - May 2009
Education
Florida State University 1997 — 2003
Bachelor of Sciences, I.S.S. and History
Orrie Burgner Orrie Burgner's Retirement Solutions Experience August 2010 - October 2010
Job Financial Analyst
Industry Hospital & Health Care
Experience
Community Energy Advisors November 2014 - August 2015
Mutual Shareholder Services January 2012 - November 2014
Copart June 2011 - January 2012
Bowden Manufacturing October 2010 - January 2011
Retirement Solutions August 2010 - October 2010
Skills
Financial Analysis, Accounting, Financial Reporting, Data Analysis, Budgets, Team Leadership, Corporate Finance, Customer Service, Microsoft Office, Process Improvement, Sales, Banking, Teamwork, Public Speaking, Social Media, Strategic Planning, Budget, Finance, Bloomberg Terminal
Education
Kent State University 2008 — 2011
Bachelor of Business Administration, Finance
Otterbein College 2007 — 2008
Cleveland State University
Master of Business Administration (MBA), Accounting and Finance
Community Energy Advisors November 2014 - August 2015
Mutual Shareholder Services January 2012 - November 2014
Copart June 2011 - January 2012
Bowden Manufacturing October 2010 - January 2011
Retirement Solutions August 2010 - October 2010
Skills
Financial Analysis, Accounting, Financial Reporting, Data Analysis, Budgets, Team Leadership, Corporate Finance, Customer Service, Microsoft Office, Process Improvement, Sales, Banking, Teamwork, Public Speaking, Social Media, Strategic Planning, Budget, Finance, Bloomberg Terminal
Education
Kent State University 2008 — 2011
Bachelor of Business Administration, Finance
Otterbein College 2007 — 2008
Cleveland State University
Master of Business Administration (MBA), Accounting and Finance
amanda alderete amanda alderete's Retirement Solutions Experience October 2014 - Present
Job Administrative Assistant at Retirement Solutions
Industry Financial Services
Experience
Retirement Solutions October 2014 - Present
Education
Texas A&M University - San Antonio 2014 — 2015
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
Retirement Solutions October 2014 - Present
Education
Texas A&M University - San Antonio 2014 — 2015
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
Robert C. Cadena, Jr. CFS, CLTC, MSFS Robert C. Cadena, Jr. CFS, CLTC, MSFS's Retirement Solutions Experience 2001 - Present
Job Owner, Retirement Solutions
Industry Financial Services
Experience
Retirement Solutions 2001 - Present
Skills
Insurance, Investments, Retirement, Financial Services, Account Management, Investment Properties, Customer Service
Education
Texas State University 1995 — 1999
Retirement Solutions 2001 - Present
Skills
Insurance, Investments, Retirement, Financial Services, Account Management, Investment Properties, Customer Service
Education
Texas State University 1995 — 1999
Nancy Holstein Nancy Holstein's Retirement Solutions Experience September 2009 - Present
Job Associate Plan Administrator at Retirement Solutions
Industry Human Resources
Experience
Retirement Solutions September 2009 - Present
Anheuser-Busch May 2005 - August 2009
Anheuser-Busch February 2002 - May 2005
Skills
Workforce Planning, Deferred Compensation, Employee Engagement, HRIS, Talent Management, FMLA, Onboarding, Employee Relations, Employee Benefits, Human Resources, Performance Management, Benefits Administration, Team Leadership, Personnel Management, Recruiting, Succession Planning, Management, EEO, Policy, Program Management, Americans with..., Leadership Development, Labor Relations
Education
University of Missouri-Columbia, College of Business 1979 — 1982
BSBA, Human Resources Management
Retirement Solutions September 2009 - Present
Anheuser-Busch May 2005 - August 2009
Anheuser-Busch February 2002 - May 2005
Skills
Workforce Planning, Deferred Compensation, Employee Engagement, HRIS, Talent Management, FMLA, Onboarding, Employee Relations, Employee Benefits, Human Resources, Performance Management, Benefits Administration, Team Leadership, Personnel Management, Recruiting, Succession Planning, Management, EEO, Policy, Program Management, Americans with..., Leadership Development, Labor Relations
Education
University of Missouri-Columbia, College of Business 1979 — 1982
BSBA, Human Resources Management
Laurel Davis's Retirement Solutions Experience May 2015 - Present
Job Writer/Editor with Public Relations Experience
Industry Leisure, Travel & Tourism
Experience
Retirement Solutions May 2015 - Present
Best Version Media October 2014 - Present
Got Questions September 2014 - Present
Blogos.org August 2014 - Present
The Reluctant First Lady April 2014 - Present
Cunard Line March 2008 - January 2015
Princess Cruises and Cunard Line January 2007 - March 2008
Princess Cruises and Cunard Line April 2006 - January 2007
"The Life Kit" 2004 - 2006
LAURELservices Writing and Editorial 2000 - 2006
Skills
Public Relations, Tourism, Event Management, Event Planning, Social Media, Media Relations, Marketing Communications, Hospitality, Press Releases, Social Media Marketing, Email Marketing, Blogging, Journalism, Corporate Communications, Editing, Copywriting, Hotels, Social Networking, Online Marketing, Publicity, Copy Editing, Strategic Communications, Crisis Communications, Content Development, Content Management, Facebook, New Media, Proofreading, Digital Marketing, Publishing, Marketing, Publications, Writing, Storytelling, Feature Articles, Web Content, Newsletters, SEO, Editorial, Digital Media
Education
UCLA
Bachelor's degree, Philosophy
University of California, Los Angeles
Bachelor of Arts, Philosophy, Writing, Critical Thinking, Business Administration
Retirement Solutions May 2015 - Present
Best Version Media October 2014 - Present
Got Questions September 2014 - Present
Blogos.org August 2014 - Present
The Reluctant First Lady April 2014 - Present
Cunard Line March 2008 - January 2015
Princess Cruises and Cunard Line January 2007 - March 2008
Princess Cruises and Cunard Line April 2006 - January 2007
"The Life Kit" 2004 - 2006
LAURELservices Writing and Editorial 2000 - 2006
Skills
Public Relations, Tourism, Event Management, Event Planning, Social Media, Media Relations, Marketing Communications, Hospitality, Press Releases, Social Media Marketing, Email Marketing, Blogging, Journalism, Corporate Communications, Editing, Copywriting, Hotels, Social Networking, Online Marketing, Publicity, Copy Editing, Strategic Communications, Crisis Communications, Content Development, Content Management, Facebook, New Media, Proofreading, Digital Marketing, Publishing, Marketing, Publications, Writing, Storytelling, Feature Articles, Web Content, Newsletters, SEO, Editorial, Digital Media
Education
UCLA
Bachelor's degree, Philosophy
University of California, Los Angeles
Bachelor of Arts, Philosophy, Writing, Critical Thinking, Business Administration
steven effron's Retirement Solutions Experience 2000 - 2009
Job Owner,The Fimark Group
Industry Financial Services
Experience
The Fimark Group,Inc February 2009 - Present
Retirement Solutions 2000 - 2009
AIG American General 1990 - February 1992
Skills
Retirement
Education
Suffolk University 1965 — 1969
BS, Finance
The Fimark Group,Inc February 2009 - Present
Retirement Solutions 2000 - 2009
AIG American General 1990 - February 1992
Skills
Retirement
Education
Suffolk University 1965 — 1969
BS, Finance
Patrick Justice's Retirement Solutions Experience June 2010 - December 2010
Job CFP®, Financial Planner at Demming Financial Services Corp.
Industry Financial Services
Experience
Demming Financial Services Corp. May 2014 - Present
Demming Financial Services Corp December 2010 - May 2014
RETIREMENT SOLUTIONS June 2010 - December 2010
Ohio Prestwick Country Club April 2006 - December 2010
The Milestone Center August 2009 - May 2010
Skills
Financial Modeling, Financial Analysis, Financial Reporting, Accounting, Financial Statements, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Strategic Financial..., Bloomberg, Corporate Finance, Insurance, Financial Accounting, Customer Service, Economics, Teamwork, Retirement Planning, Leadership, Management, Wealth Accumulation, Team Leadership, Retirement
Education
The University of Akron 2007 — 2010
Bachelor of Business Administration (B.B.A.), Concentration in Financial Planning
Demming Financial Services Corp. May 2014 - Present
Demming Financial Services Corp December 2010 - May 2014
RETIREMENT SOLUTIONS June 2010 - December 2010
Ohio Prestwick Country Club April 2006 - December 2010
The Milestone Center August 2009 - May 2010
Skills
Financial Modeling, Financial Analysis, Financial Reporting, Accounting, Financial Statements, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Strategic Financial..., Bloomberg, Corporate Finance, Insurance, Financial Accounting, Customer Service, Economics, Teamwork, Retirement Planning, Leadership, Management, Wealth Accumulation, Team Leadership, Retirement
Education
The University of Akron 2007 — 2010
Bachelor of Business Administration (B.B.A.), Concentration in Financial Planning
Anthony Kulka's Retirement Solutions Experience 2011 - 2011
Job Licensed Investment Support Specialist at Fifth Third Securities
Industry Financial Services
Experience
Fifth Third Securities June 2014 - Present
Fifth Third Bank August 2013 - June 2014
Retirement Solutions 2011 - 2011
Education
Cleveland State University 2011 — 2013
Master of Business Administration (M.B.A.)
Cleveland State University 2005 — 2009
Bachelor's Degree, Finance
Ignatius
Ignatius
Fifth Third Securities June 2014 - Present
Fifth Third Bank August 2013 - June 2014
Retirement Solutions 2011 - 2011
Education
Cleveland State University 2011 — 2013
Master of Business Administration (M.B.A.)
Cleveland State University 2005 — 2009
Bachelor's Degree, Finance
Ignatius
Ignatius
Rachel Skoczen's Retirement Solutions Experience July 2010 - October 2011
Job Wife/Mom at Skoczen Household
Industry Human Resources
Experience
Skoczen Household April 2014 - Present
AmTrust Financial Services, Inc. (AFSI) October 2011 - March 2014
RETIREMENT SOLUTIONS July 2010 - October 2011
Education
Hondros College 2013 — 2013
Real Estate
University of Akron 2006 — 2008
Bachelor of Arts
Cuyahoga Community College 2003 — 2005
Skoczen Household April 2014 - Present
AmTrust Financial Services, Inc. (AFSI) October 2011 - March 2014
RETIREMENT SOLUTIONS July 2010 - October 2011
Education
Hondros College 2013 — 2013
Real Estate
University of Akron 2006 — 2008
Bachelor of Arts
Cuyahoga Community College 2003 — 2005
Amy Sampson's Retirement Solutions Experience June 2005 - October 2006
Job Health Information Technology Graduate
Industry Information Technology and Services
Experience
HealthPort LLC August 2013 - May 2014
Portage Path Behavioral Health May 2010 - February 2011
Portage Path Behavioral Health via OfficeTeam, Inc May 2010 - February 2011
Ohio Cardiology September 2008 - November 2009
Retirement Solutions June 2005 - October 2006
Access Behavioral Care, Inc March 2003 - April 2004
Cannon Advertising Specialties October 2001 - July 2002
Family Eye Care Center, Inc May 1999 - October 2001
Skills
Outlook, Administrative..., Medical Coding, Medical Records, Insurance, Health Insurance, Microsoft Excel, Medicine, Medical Terminology, Finance, Medical Billing, CPT, HIPAA, Software Documentation, Revenue Cycle, Practice Management, Medicare, Epic Systems, Microsoft Word, NextGen, Filing, ICD-9, Telephone Skills, Appointment Scheduling, Medical Transcription, Health Information..., Spreadsheets, Microsoft Office, Customer Service
Education
DeVry University 2009 — 2011
Associate's degree, Health Information/Medical Records Technology/Technician
DeVry University 2009 — 2011
2011Associate of Applied Science, Health Information Technology
Remington College - West Campus 2008 — 2008
Medical Insurance Billing and Coding Certificate, Medical Billing and Coding
Remington College-West 2008 — 2008
Diploma, Medical Insurance Billing and Coding, 3.5
Lakewood High School 1988 — 1991
Diploma, General Studies
HealthPort LLC August 2013 - May 2014
Portage Path Behavioral Health May 2010 - February 2011
Portage Path Behavioral Health via OfficeTeam, Inc May 2010 - February 2011
Ohio Cardiology September 2008 - November 2009
Retirement Solutions June 2005 - October 2006
Access Behavioral Care, Inc March 2003 - April 2004
Cannon Advertising Specialties October 2001 - July 2002
Family Eye Care Center, Inc May 1999 - October 2001
Skills
Outlook, Administrative..., Medical Coding, Medical Records, Insurance, Health Insurance, Microsoft Excel, Medicine, Medical Terminology, Finance, Medical Billing, CPT, HIPAA, Software Documentation, Revenue Cycle, Practice Management, Medicare, Epic Systems, Microsoft Word, NextGen, Filing, ICD-9, Telephone Skills, Appointment Scheduling, Medical Transcription, Health Information..., Spreadsheets, Microsoft Office, Customer Service
Education
DeVry University 2009 — 2011
Associate's degree, Health Information/Medical Records Technology/Technician
DeVry University 2009 — 2011
2011Associate of Applied Science, Health Information Technology
Remington College - West Campus 2008 — 2008
Medical Insurance Billing and Coding Certificate, Medical Billing and Coding
Remington College-West 2008 — 2008
Diploma, Medical Insurance Billing and Coding, 3.5
Lakewood High School 1988 — 1991
Diploma, General Studies
Alicia Diaz Infante's Retirement Solutions Experience March 2012 - June 2013
Job Internship at Retirement Solutions
Industry Marketing and Advertising
Experience
Retirement Solutions March 2012 - June 2013
Skills
Creativity, Great Organizer, Event Planning, Time Management, Marketing, Interpersonal Skill, Market Research, Microsoft Office, Customer Service, Advertising, Employee Training, Organizational Structure, Self-driven, Goal Oriented, Financial Reporting
Education
The University of Texas at San Antonio 2010 — 2013
Bachelor of Business Administration (BBA), Marketing, 3.12
Tecnológico de Monterrey 2009 — 2010
Marketing
Retirement Solutions March 2012 - June 2013
Skills
Creativity, Great Organizer, Event Planning, Time Management, Marketing, Interpersonal Skill, Market Research, Microsoft Office, Customer Service, Advertising, Employee Training, Organizational Structure, Self-driven, Goal Oriented, Financial Reporting
Education
The University of Texas at San Antonio 2010 — 2013
Bachelor of Business Administration (BBA), Marketing, 3.12
Tecnológico de Monterrey 2009 — 2010
Marketing