RolloverSystems Company

Industry: Insurance company

Description

Founded: 2001Subsidiary: Rch Securities, LLC

Site: http://www.rch1.com/

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22 employees in database.
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RolloverSystems List of Employees: 1992-2019
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RolloverSystems Employees

Employee
Years
Job
Industry
Corey TabakaCorey Tabaka San Francisco Bay Area
RolloverSystems Years November 2008 - May 2009
Job Senior Software Engineer VR at Google
Industry Consumer Electronics
Experience
Google   March 2015 - Present
Google   July 2012 - March 2015
Jawbone   August 2010 - July 2012
Hewlett-Packard   July 2010 - August 2010
Palm   May 2009 - July 2010
RolloverSystems   November 2008 - May 2009
Software Earnings   October 2007 - October 2008
e-autobusiness   2004 - 2007
Hendrick Automotive Group   April 2003 - December 2004
IBM   June 2001 - June 2003

Skills
Kernel Programming, Linux Kernel, Embedded Operating..., Embedded Systems, Web Applications, 3D rendering, Software Development, Operating Systems, Kernel, C, C++, Linux, Device Drivers, Software Engineering, Python, ARM, Firmware, Embedded Linux, Mobile Devices, Android, Embedded Software, Open Source, MySQL, Debugging, Microcontrollers, C#, Distributed Systems

Education
North Carolina State University
Computer Engineering

Rhonda MayoRhonda Mayo Charlotte, North Carolina Area
RolloverSystems Years March 2008 - October 2009
Job Sr. Business Planning and Strategy Consultant at MetLife
Industry Financial Services
Experience
MetLife   October 2014 - Present
Leaders in Relationship, Vendor & Event Management in the Charlotte, North Carolina Area   2014 - Present
Bank of America   August 2011 - January 2013
Bank of America   August 2010 - August 2011
Bank of America   February 2010 - July 2010
RolloverSystems   March 2008 - October 2009
Vanguard   December 1997 - March 2008
A Gem Am I Special Events, Inc.   October 2001 - December 2007

Skills
Leadership, Strategy, Process Improvement, Business Analysis, Management, Project Management, Project Planning, Marketing, Program Management, Budgets, Microsoft Office, Analysis, Relationship Management, Financial Services, Strategic Planning, Customer Service, Business Process, Contract Negotiation, Insurance, Portfolio Management, Public Speaking, Event Planning, Finance, Change Management, Team Building, Training, Mutual Funds, Asset Management, Strategic Financial..., Asset Managment, Vendor Management, Vendor Relationships, Vendor Contracts, Project Coordination

Education
North Carolina Agricultural and Technical State University   1990 — 1995
Bachelor of Science (BS), Finance, General

Bob YungerBob Yunger Charlotte, North Carolina Area
RolloverSystems Years 2004 - February 2005
Job VP of Sales at TD Ameritrade Institutional
Industry Financial Services
Experience
TD Ameritrade   March 2005 - Present
RolloverSystems   2004 - February 2005
Conseco   2001 - 2003
Rydex Investments   1996 - 2000

Skills
Sales, Series 7, Series 63, Mutual Funds, Wealth Management, Securities, Asset Allocation, Investments, Investment Advisory, Series 24, Alternative Investments, Financial Services, Equities, Portfolio Management, Retirement Planning

Education
University of Maryland College Park   1987 — 1992
Bachelor of Arts (B.A.), Behavioral Sciences

Rocky D'AlessandroRocky D'Alessandro Charlotte, North Carolina Area
RolloverSystems Years November 2008 - July 2010
Job Retirement Plan Consultant at MillenniuM Investment & Retirement Advisors, LLC
Industry Financial Services
Experience
MillenniuM Investment & Retirement Advisors, LLC   August 2012 - Present
Stanley Benefit Services   June 2011 - July 2012
Bank of America   July 2010 - June 2011
RolloverSystems   November 2008 - July 2010
The Newport Group   January 2003 - November 2008

Skills
401k, Employee Benefits, Defined Benefit, Retirement Planning, Retirement, Defined Contribution

Education
Pennsylvania State University   1996 — 2000
Bachelor of Science, Economics

Kelly Barton RogersKelly Barton Rogers Charlotte, North Carolina Area
RolloverSystems Years June 2005 - June 2006
Job Business Development Consultant at Octane MediaWorks
Industry Online Media
Experience
Octane MediaWorks   August 2012 - Present
Baker & Taylor   February 2011 - August 2012
BWE / InterActive Corp. (IAC)   January 2008 - June 2009
Bennett & Goldsmith, LLC   June 2006 - October 2008
RolloverSystems   June 2005 - June 2006
AG Edwards   June 2003 - June 2004
PeopleSoft   2003 - 2004
YOUcentric   February 2000 - June 2003
Union Camp   1995 - 1996

Skills
Entrepreneurship, Enterprise Software, Product Marketing, Project Management, Marketing, Integration, Portfolio Management, Customer Service, Product Development, Asset Management, CRM, Professional Services

Education
Rutgers, The State University of New Jersey-New Brunswick   1990 — 1995
Bachelor of Science (BS), Environmental Science

Nidhee BhattNidhee Bhatt Charlotte, North Carolina Area
RolloverSystems Years February 2008 - February 2009
Job Managed Resouce Recruiter at Wells Fargo Enterprise Technology Services
Industry Financial Services
Experience
Wells Fargo   July 2014 - Present
TEKsystems   September 2012 - July 2014
VectorVest Inc   March 2009 - August 2012
RolloverSystems   February 2008 - February 2009
Vanguard   June 2006 - February 2008
BB&T Centralized Collections   October 2003 - June 2006

Skills
Series 63, Series 6, 401k, Mutual Funds, Retirement Planning, Customer Service, IRAs, Risk Management, Asset Allocation, Defined Benefit, Fixed Annuities, Public Speaking, Microsoft Excel, Relationship Management, Microsoft Office, ETFs, Budgets, Wealth Management, Financial Services, Investments, Management, Training, Leadership, Recruiting, Team Building, Networking, Time Management, Project Management, Research, Temporary Placement, Contract Recruitment, Databases, CRM, Coaching, Equities, Fixed Income, Foreign Languages

Education
University of North Carolina at Pembroke   2002 — 2006
Bachelors, Criminal Justice

Tim MerrillTim Merrill Newton Center, Massachusetts
RolloverSystems Years December 2001 - March 2007
Job Director of Product Design at HubSpot
Industry Marketing and Advertising
Experience
HubSpot   August 2015 - Present
Medullan   August 2014 - August 2015
Wonderwheel Interactive   November 2007 - August 2014
Terrible Labs   December 2013 - July 2014
20Mile Interactive   June 2012 - November 2013
LightWedge, LLC   March 2007 - November 2007
RolloverSystems   December 2001 - March 2007
TEAMtalk media   April 2001 - December 2001
Whittman-Hart / marchFIRST   September 2000 - March 2001
LendingTree, Inc.   January 1998 - September 2000

Skills
Web Design, Information Architecture, Creative Direction, Photoshop, WordPress, Drupal, CSS, InDesign, Logo Design, Graphic Design, Online Marketing, User Experience, Branding & Identity, Illustrator, XHTML, JavaScript, Online Advertising, Brand Design, Interaction Design, User Experience Design, Usability, HTML 5, User Interface Design, Packaging, CMS, Art Direction, Adobe Creative Suite, Typography, PHP, Web Standards, Illustration, Web Development, User-centered Design, CSS3, SASS, Foundation, Rapid Prototyping, jQuery, Front-end Coding, HTML5

Education
Syracuse University   1991 — 1995
B.Sc., Neuropsychology

Aker BeyAker Bey Charlotte, North Carolina Area
RolloverSystems Years February 2008 - September 2010
Job Project Manager
Industry Financial Services
Experience
TIAA-CREF   September 2010 - Present
RolloverSystems   February 2008 - September 2010
E*TRADE Financial   February 2007 - February 2008
The Vanguard Group   July 1999 - September 2006
GE Capital   January 1997 - July 1999

Skills
Series 63, Series 7, Series 6, Retirement, IRAs, Financial Services, 401k, Mutual Funds, Retirement Planning, Fixed Annuities, Securities, FINRA, Investments, Asset Allocation, Public Speaking, Uniform Combined State..., Wealth Management, Strategic Financial..., Series 24, Finance, Investment Advisory, Life Insurance, Relationship Management, Asset Management, Fixed Income, Financial Planners, Financial Planning

Education
Johnson C. Smith University - JCSU   1993 — 1995
Communications

Todd Sain, MBATodd Sain, MBA Charlotte, North Carolina Area
RolloverSystems Years March 2004 - September 2006
Job Acumatica Cloud ERP, Plex Cloud Manufacturing and Sage Business Partner at AccuPointe
Industry Information Technology and Services
Experience
AccuPointe, Inc.   January 2015 - Present
KapStone Paper and Packaging Corporation   January 2014 - December 2014
KapStone Paper & Packaging   September 2008 - December 2014
National Diagnostics, Inc,   October 2006 - August 2008
RolloverSystems   March 2004 - September 2006
National Diagnostics, Inc.   June 2001 - March 2004
Team Technology Incorporated   August 1999 - June 2001
Royal & SunAlliance   1997 - 1998

Skills
Team Building, Process Improvement, Software Development, IT Strategy, Budgeting, Vendor Management, Cost Management, Enterprise Systems, Integration, ERP, Team Leadership, Process Development, SDLC, Change Management, Cross-functional Team..., SOA, Strategy, Business Analysis, Project Management, Software Project..., SharePoint, Management, Requirements Analysis, .NET, Strategic Planning, Budgets, Business Process, Leadership, PMO, Enterprise Software, Business Strategy, SAP, Pre-sales, Information Architecture, Visio, Program Management, IT Management, Process Simulation

Education
Colorado State University   2009 — 2013
MBA, Business Administration and Management, General

Appalachian State University   1986 — 1990
BSBA, Management, Computer Information Systems

West Lincoln High School   1983 — 1986

Joyce FoxJoyce Fox Lawrenceville, Georgia
RolloverSystems Years January 2006 - July 2009
Job Retirement call center expert.
Industry Financial Services
Experience
Retirement Clearing House   May 2012 - July 2013
Assurant Specialty Property   September 2011 - May 2012
RolloverSystems   January 2006 - July 2009
Fedility Investments   September 2005 - January 2006

Skills
Health Insurance, Call Center, Property & Casualty..., Claim, General Insurance, Lotus Notes, Customer Service, Employee Benefits, Liability, Relationship Management, Mutual Funds, Management, Call Centers, Accounting, Investments, IRAs, Training, Series 63, 401k, Insurance

Education
Saint Leo University   2013 — 2017
Bachelor of Applied Science (B.A.Sc.), Accounting

Belmont Abbey College   2013 — 2014
Bachelor's Degree, Accounting and Finance, 3.17

Central Piedmont Community College   2000 — 2002
Businness

Katherine BeinKatherine Bein Greenville, South Carolina Area
RolloverSystems Years May 2010 - February 2012
Job *
Industry Architecture & Planning
Experience
Fluor   January 2012 - January 2013
RolloverSystems   May 2010 - February 2012
Architect of the Capitol   May 2010 - September 2010

Skills
Adobe Creative Suite, Microsoft Works, AutoCAD, Sketching, SketchUp, Model Building, Revit, Large Format Printing, Graphic Design, Rendering, CAD, Submittals, Architecture, InDesign, Architectural Design, Interior Design, Photoshop, Microsoft Office

Education
The Catholic University of America   2007 — 2010
BS, Architecture

Marianapolis Preparatory School   2002 — 2006
High School Diploma, College Preparatory

Ave Maria University

Susan MacCargarSusan MacCargar Charleston, South Carolina Area
RolloverSystems Years July 2003 - July 2007
Job Creative and Communications Consultant at Sole Source Design
Industry Marketing and Advertising
Experience
Sole Source Design   July 2007 - Present
RolloverSystems   July 2003 - July 2007
ECMS Advertising   August 2001 - July 2003
ettain group   September 2000 - August 2001
LendingTree   December 1999 - September 2000
Ernst & Young   September 1997 - December 1999
Compass Group North America   December 1995 - September 1997
Powerhouse Color   July 1994 - October 1995

Skills
Web Design, Graphic Design, Advertising, Management, Business Development, Public Relations, Art Direction, Trade Shows, User Experience, Information Architecture, Marketing, Concept Development, Strategic Communications, Integrated Marketing, Corporate Branding, Brand Development

Education
University of North Carolina at Charlotte   1990 — 1994
BFA, Graphic Design

Mike CraddockMike Craddock Columbia, South Carolina Area
RolloverSystems Years July 2004 - May 2005
Job GS11, IT Technical Specialist, 2210 at US Army Chaplain Center and School
Industry Military
Experience
US Army Chaplain Center and School   May 2005 - Present
RolloverSystems   July 2004 - May 2005
Clariant   November 2001 - July 2004
United States Air Force, JICPAC   1994 - 1998
United States Air Force, 28th Mission Support Group   1992 - 1994

Skills
System Administration, Change Management, Leadership, Microsoft Office, Team Building, Information Technology, Programming, Network+, Security+, A+, Computer Science, VMware, Windows, Apple, C#, VB.NET, SQL, VMware ESX, Polycom Video..., Information Assurance, Computer Security, Linux, Norton Ghost, Ghost Imaging, Security Clearance, Active DoD Secret..., Army, Network Administration, CompTIA, Military, Military Training, Windows XP, Program Management, Top Secret, National Security, Leadership Development, Tactics, Defense, COMSEC, A+ Certified, Military Experience, Force Protection, Conflict Resolution, Security, Organizational...

Education
Limestone College   2001 — 2003
Computer Science, Programming

Winthrop University   1998 — 2000
None, Computer Science

Chaminade University of Honolulu   1995 — 1998
None, General Studies

Community College of the Air Force   1992 — 1998
None, Information Management

Black Hills State University   1993 — 1994
None, General Studies

Shawn DubisShawn Dubis Charlotte, North Carolina Area
RolloverSystems Years February 2005 - February 2008
Job Web Engineer 5 at Wachovia, A Wells Fargo Company
Industry Computer Software
Experience
Wachovia, A Wells Fargo Company   March 2010 - Present
Time Warner Cable   March 2008 - February 2010
RolloverSystems   February 2005 - February 2008

Skills
Web Services, C#, .NET, JavaScript, Java, Microsoft SQL Server

Education
Clemson University   1995 — 2001

Anthony FairchildAnthony Fairchild Charlotte, North Carolina Area
RolloverSystems Years January 2010 - August 2012
Job Retirement Specialist at The Newport Group
Industry Financial Services
Experience
The Newport Group   August 2012 - Present
RolloverSystems   January 2010 - August 2012

Education
College of Charleston   2002 — 2006

Beau BarnesBeau Barnes Charlotte, North Carolina Area
RolloverSystems Years February 2008 - October 2008
Job Branch Investment Consultant at Scottrade
Industry Financial Services
Experience
Scottrade   November 2011 - Present
Merrill Lynch   November 2009 - October 2011
Bank of America   March 2009 - November 2009
Bank of America   October 2008 - March 2009
RolloverSystems   February 2008 - October 2008
The Vanguard Group   March 2004 - February 2008

Skills
Investments, Financial Services, Series 7, Series 63, CRM, Management, Retirement, Financial Advisory, Banking, Mutual Funds, Retirement Planning, Finance, Securities, Wealth Management

Education
The American College   2006 — 2008
Certified Financial Planning Program

East Carolina University - College of Business   1999 — 2003
BSBA, Managerial Finance, Business Management

Eisha StoneEisha Stone Greenville, South Carolina Area
RolloverSystems Years September 2009 - January 2011
Job Air Traffic Controller
Industry Government Administration
Experience
FAA   March 2011 - Present
RolloverSystems   September 2009 - January 2011
Etrade Financial   2007 - 2007

Skills
Public Speaking, Investments, Customer Service, Series 63, Rollovers, Leadership, Financial Services, Sales, Management, Process Improvement, Program Management, Risk Management, Strategic Planning

Education
Hollins University   1998 — 2002
BA, Biology/Pre-Med

Richland Northeast

Charles CabellCharles Cabell Charlotte, North Carolina Area
RolloverSystems Years 2006 - 2007
Job Network and Windows System Architect , MCSE CCNA
Industry Computer Networking
Experience
Mergent   June 2007 - Present
PCMedic2go.com   2004 - 2010
RolloverSystems   2006 - 2007
Guarantee Insurance   2001 - 2006
Brambles Equipment Services   1999 - 2003
Holiday Inn Bells Road   1990 - 1993

Skills
Disaster Recovery, Troubleshooting, Windows, Virtualization, Data Center, Active Directory, ITIL, IT Management, Windows Server, Cisco Technologies, DNS, Vendor Management, Enterprise Architecture, Visio, Cloud Computing, IT Strategy, Team Leadership, VMware, Security, Networking, WAN, Management

Education
J Sargeant Reynolds Community College   1995 — 1998
Information Technology

WV Institute of Technology

Nefertari Ward, CRPS®Nefertari Ward, CRPS® Charlotte, North Carolina Area
RolloverSystems Years June 2010 - October 2011
Job Client Relationship Manager
Industry Financial Services
Experience
The Vanguard Group   September 2013 - Present
ADP   June 2012 - May 2013
New York Life Insurance Company   October 2011 - May 2012
RolloverSystems   June 2010 - October 2011
LPL Financial   February 2008 - May 2010
The Allen Tate Company   August 2006 - February 2008
TIAA CREF   May 2004 - June 2006
The Vanguard Group   February 2004 - May 2004
AXA Equitable   May 1999 - March 2003

Skills
Team Leadership, Consultative Selling, Contract Negotiation, Issues Resolution, Process Improvement, SDLC, Call Center, Project Implementation, Client Relationship..., Siebel, Salesforce.com, Eloqua, CRM, Call Centers, Customer Retention, Sarbanes-Oxley, ERISA, Anti Money Laundering, Retirement, PeopleSoft, Leadership, Conflict Resolution, Investments, Retirement Planning, Sales, Time Management, Series 7, Series 6, Series 63, 401k, Management, Financial Services

Education
Kaplan University   2013 — 2014
Master of Science (M.S.), Psychology

University of North Carolina at Charlotte   1995 — 2002
Bachelor of Arts (B.A.), Psychology

Keller Graduate School of Management of DeVry University
MBA, Project Management

J.P. CainJ.P. Cain Greater Minneapolis-St. Paul Area
RolloverSystems Years November 2007 - May 2008
Job Regional Financial Advice Sales Consultant at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   October 2014 - Present
OneAmerica   September 2013 - September 2014
Charles Schwab   July 2010 - August 2013
McCready & Keene   December 2008 - December 2009
RolloverSystems   November 2007 - May 2008
Wachovia   February 2005 - November 2007
Wachovia   September 2001 - February 2005

Skills
Investments, Mutual Funds, Qualified Retirement..., Series 7, Wealth Management, Equity Trading, Technical Analysis, Options Trading, Portfolio Analysis, IRAs, Mutual Fund Analysis, ETF Analysis, Financial Services, Asset Allocation, Series 63, 401k, Financial Advisory, Financial Planning, Leadership, Retirement, Retirement Plan..., Portfolio Management, Options, Retirement Planning, Sales

Education
Purdue University
BS, Financial Counseling and Planning

Spencer WilliamsSpencer Williams Charlotte, North Carolina Area
RolloverSystems Years April 2007 - February 2013
Job President/CEO
Industry Financial Services
Experience
Retirement Clearinghouse, LLC   February 2013 - Present
RolloverSystems   April 2007 - February 2013
MassMutual Financial Group   April 1998 - March 2007
Federated Investors, Inc.   July 1993 - March 1998

Skills
401k, Retirement Planning, Investments, Series 7, Retirement, Mutual Funds, Strategic Financial..., Series 63, Strategic Planning, Securities, Insurance, Risk Management, Fixed Annuities

Education
St Viator HS

St Viator HS

United States Naval Academy   1975 — 1979
Bachelor of Science (BS)

University of Pittsburgh - Joseph M. Katz Graduate School of Business   1992 — 1993
Master of Business Administration (M.B.A.), Finance and Financial Management Services

Lori JordanLori Jordan Brainerd, Minnesota
RolloverSystems Years March 2005 - November 2007
Job Sr. Strategic & Technical Reporting Analyst at Ascensus
Industry Financial Services
Experience
Ascensus   April 2012 - Present
Ascensus   November 2007 - April 2012
RolloverSystems   March 2005 - November 2007
Universal Pensions Inc.   October 1996 - March 2005

Skills
Microsoft Excel, MS Excel Pivot Tables, CRM Databases, 401k, Microsoft Word, Microsoft Office, PowerPoint, Retirement Planning, Mutual Funds, Financial Services, Management

Education
University of Minnesota-Duluth   1987 — 1991
Bachelor of Business Administration (BBA), Marketing