Standard Retirement Services, Inc.
Industry: Management services company
DescriptionHeadquarters: Portland, OR Founded: 1999 Subsidiaries: Dpa, Inc, Columbia Trust Company, Invesmart of Eastern PA, Inc., Invesmart Advisors Inc Parent organization: StanCorp Financial Group
Standard Retirement Services, Inc. List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Standard Retirement Services, Inc.. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Standard Retirement Services, Inc. Employees
Employee
Years
Job
Industry
Margie Theys Margie Theys's Standard Retirement Services, Inc. Experience 2002 - 2009
Job Marketing Consultant at Ambit Energy
Industry Financial Services
Experience
Hefren-Tillotson, Inc. September 2013 - Present
Ambit Energy September 2012 - Present
PNC October 2012 - September 2013
PNC September 2010 - September 2012
Dreyfus Funds 2010 - 2010
Standard Retirement Services, Inc. 2002 - 2009
Federated Investors 2002 - 2002
Federated Investors 2000 - 2001
Parker/Hunter 1989 - 1999
Skills
Financial Services, Strategic Financial..., Risk Management, FINRA, Equities, Relationship Management, Hedge Funds, Employee Benefits, Pensions, Finance, Mutual Funds, Financial Advisory, Valuation, Fixed Annuities, Insurance, Financial Modeling
Education
La Roche College
Bachelor of Science (BS), Finance
Hefren-Tillotson, Inc. September 2013 - Present
Ambit Energy September 2012 - Present
PNC October 2012 - September 2013
PNC September 2010 - September 2012
Dreyfus Funds 2010 - 2010
Standard Retirement Services, Inc. 2002 - 2009
Federated Investors 2002 - 2002
Federated Investors 2000 - 2001
Parker/Hunter 1989 - 1999
Skills
Financial Services, Strategic Financial..., Risk Management, FINRA, Equities, Relationship Management, Hedge Funds, Employee Benefits, Pensions, Finance, Mutual Funds, Financial Advisory, Valuation, Fixed Annuities, Insurance, Financial Modeling
Education
La Roche College
Bachelor of Science (BS), Finance
Jessie Johnston Jessie Johnston's Standard Retirement Services, Inc. Experience June 2006 - December 2010
Job Accountant at Wacom Technology
Industry Accounting
Experience
Wacom Technology November 2012 - Present
KPMG LLP January 2011 - August 2012
Standard Retirement Services, Inc. June 2006 - December 2010
Standard Insurance Company October 2004 - June 2006
KinderCare February 2000 - October 2004
Skills
Auditing, Accounting, GAAP, Sarbanes-Oxley Act, Financial Reporting, Accounts Receivable, Account Reconciliation, Financial Analysis, General Ledger
Education
Portland State University 2006 — 2010
Bachelor of Science (B.S.), Accounting
Wacom Technology November 2012 - Present
KPMG LLP January 2011 - August 2012
Standard Retirement Services, Inc. June 2006 - December 2010
Standard Insurance Company October 2004 - June 2006
KinderCare February 2000 - October 2004
Skills
Auditing, Accounting, GAAP, Sarbanes-Oxley Act, Financial Reporting, Accounts Receivable, Account Reconciliation, Financial Analysis, General Ledger
Education
Portland State University 2006 — 2010
Bachelor of Science (B.S.), Accounting
Rhonda Henry Rhonda Henry's Standard Retirement Services, Inc. Experience September 2006 - July 2009
Job Account Manager at Retirement Management Services
Industry Financial Services
Experience
Standard Retirement Services, Inc. September 2006 - July 2009
Invesmart, Inc. August 2003 - August 2006
Invesmart, Inc. April 2001 - July 2003
Benefit Actuaries, Inc. January 1994 - March 2001
Hatton, Todvine & Co., PSC September 1986 - January 1994
Skills
Retirement, 401k, Plan Design, Pensions, Compliance, Retirement Plan..., Profit Sharing, Retirement Planning, Mutual Funds, Accounting, ERISA
Education
University of Louisville 1984 — 1986
BSBA, Accounting
Standard Retirement Services, Inc. September 2006 - July 2009
Invesmart, Inc. August 2003 - August 2006
Invesmart, Inc. April 2001 - July 2003
Benefit Actuaries, Inc. January 1994 - March 2001
Hatton, Todvine & Co., PSC September 1986 - January 1994
Skills
Retirement, 401k, Plan Design, Pensions, Compliance, Retirement Plan..., Profit Sharing, Retirement Planning, Mutual Funds, Accounting, ERISA
Education
University of Louisville 1984 — 1986
BSBA, Accounting
Kimberley Serina Kimberley Serina's Standard Retirement Services, Inc. Experience July 2006 - August 2009
Job Executive Secretary at UMASS Memorial Medical Center
Industry Financial Services
Experience
UMASS Memorial Medical Center February 2010 - Present
Standard Retirement Services, Inc. July 2006 - August 2009
Invesmart, Inc. 2001 - 2006
PENTAD Corporation November 1986 - July 2001
Webber Lumber October 1985 - October 1986
Workers Credit Union October 1982 - October 1985
Education
Fisher College 1989 — 1991
Associates, Business Administration
UMASS Memorial Medical Center February 2010 - Present
Standard Retirement Services, Inc. July 2006 - August 2009
Invesmart, Inc. 2001 - 2006
PENTAD Corporation November 1986 - July 2001
Webber Lumber October 1985 - October 1986
Workers Credit Union October 1982 - October 1985
Education
Fisher College 1989 — 1991
Associates, Business Administration
Paul Nadell Paul Nadell's Standard Retirement Services, Inc. Experience 2007 - December 2009
Job Manager of Trade Operations at Standard Insurance Company
Industry Financial Services
Experience
Standard Retirement Services, Inc. 2007 - December 2009
Invesmart May 2001 - July 2006
Walker Alliance April 1994 - May 2001
Allstate Insurance March 1988 - January 1994
Addison Wesley Publishing October 1986 - March 1988
National University September 1984 - October 1986
Education
California State University-Sacramento
Bachelor of Arts
California State University-Sacramento
Master of Arts
Standard Retirement Services, Inc. 2007 - December 2009
Invesmart May 2001 - July 2006
Walker Alliance April 1994 - May 2001
Allstate Insurance March 1988 - January 1994
Addison Wesley Publishing October 1986 - March 1988
National University September 1984 - October 1986
Education
California State University-Sacramento
Bachelor of Arts
California State University-Sacramento
Master of Arts
Erick Kayser's Standard Retirement Services, Inc. Experience April 2006 - February 2009
Job vendor at microsoft
Industry Computer Software
Experience
Cfest, Inc March 2011 - Present
Student at Bellevue College April 2009 - June 2011
Standard Retirement Services, Inc. April 2006 - February 2009
Safeco / Molly Brown Temp 2004 - 2005
The Home Depot 1999 - 2001
Self Employed 1998 - 1999
Microsoft / Comforce 1996 - 1998
Skills
Visual Basic, Crystal Reports, SRT, Access, Databases, Microsoft Office, Database Administration, Programming, Microsoft SQL Server, Business Intelligence, C#, T-SQL, Windows Server, XML, Visual Studio, Web Design, Visio, Data Migration, Stored Procedures, SharePoint, Microsoft Excel, Troubleshooting, Relational Databases, Windows, Windows 7, jQuery, ASP, ASP.NET, Database Design, SQL
Education
Bellevue Community College 2009 — 2011
AA, Database Administration
関西外語専門学校 2001 — 2003
Associate of Arts (AA), Japanese Language & Culture
Cfest, Inc March 2011 - Present
Student at Bellevue College April 2009 - June 2011
Standard Retirement Services, Inc. April 2006 - February 2009
Safeco / Molly Brown Temp 2004 - 2005
The Home Depot 1999 - 2001
Self Employed 1998 - 1999
Microsoft / Comforce 1996 - 1998
Skills
Visual Basic, Crystal Reports, SRT, Access, Databases, Microsoft Office, Database Administration, Programming, Microsoft SQL Server, Business Intelligence, C#, T-SQL, Windows Server, XML, Visual Studio, Web Design, Visio, Data Migration, Stored Procedures, SharePoint, Microsoft Excel, Troubleshooting, Relational Databases, Windows, Windows 7, jQuery, ASP, ASP.NET, Database Design, SQL
Education
Bellevue Community College 2009 — 2011
AA, Database Administration
関西外語専門学校 2001 — 2003
Associate of Arts (AA), Japanese Language & Culture
Sheri Horton's Standard Retirement Services, Inc. Experience 2003 - 2009
Job Trust Operations Manager/Assistant Vice President Retirement Solutions Control and Support at PNC Asset Management
Industry Financial Services
Experience
PNC Bank January 2013 - Present
PNC Asset Management March 2011 - January 2013
PNC Wealth Management November 2009 - March 2011
Standard Retirement August 2003 - September 2009
The Standard August 2003 - September 2009
Standard Retirement Services, Inc. 2003 - 2009
Invesmart, INc 2003 - 2009
Mellon Bank June 1989 - May 1994
Skills
Retirement, Mutual Funds, 401k, Retirement Planning, Process Improvement, Securities, Wealth Management, Series 7, Investments, Retirement Services, Hedge Funds, Financial Services, Banking, Risk Management, Employee Benefits, Portfolio Management, Management, Auditing, Project Planning, Employee Engagement, Asset Management
Education
Robert Morris University
Business Administration
Robert Morris University
Business Information Systems
PNC Bank January 2013 - Present
PNC Asset Management March 2011 - January 2013
PNC Wealth Management November 2009 - March 2011
Standard Retirement August 2003 - September 2009
The Standard August 2003 - September 2009
Standard Retirement Services, Inc. 2003 - 2009
Invesmart, INc 2003 - 2009
Mellon Bank June 1989 - May 1994
Skills
Retirement, Mutual Funds, 401k, Retirement Planning, Process Improvement, Securities, Wealth Management, Series 7, Investments, Retirement Services, Hedge Funds, Financial Services, Banking, Risk Management, Employee Benefits, Portfolio Management, Management, Auditing, Project Planning, Employee Engagement, Asset Management
Education
Robert Morris University
Business Administration
Robert Morris University
Business Information Systems
Georgia Bancroft's Standard Retirement Services, Inc. Experience 2007 - 2009
Job Data Analyst at Criterium Engineers
Industry Civil Engineering
Experience
Criterium Engineers March 2012 - Present
The Standard July 2006 - July 2009
Standard Retirement Services, Inc. 2007 - 2009
Invesmart, Inc (purchased by The Standard) January 2001 - July 2006
Walker Associates (purchased by Invesmart) October 1998 - January 2001
Pleasant Company October 1992 - March 1995
Provident Bank February 1987 - June 1992
Skills
Microsoft Office, Customer Service, Project Management, Defined Benefit, Benefits Administration, Retirement
Education
St. Olaf College 1968 — 1972
B.A., Sociology and Psychology
Criterium Engineers March 2012 - Present
The Standard July 2006 - July 2009
Standard Retirement Services, Inc. 2007 - 2009
Invesmart, Inc (purchased by The Standard) January 2001 - July 2006
Walker Associates (purchased by Invesmart) October 1998 - January 2001
Pleasant Company October 1992 - March 1995
Provident Bank February 1987 - June 1992
Skills
Microsoft Office, Customer Service, Project Management, Defined Benefit, Benefits Administration, Retirement
Education
St. Olaf College 1968 — 1972
B.A., Sociology and Psychology
Christy M. Dickson's Standard Retirement Services, Inc. Experience 2008 - 2009
Job Financial Services Professional
Industry Financial Services
Experience
The Standard 2009 - Present
Standard Retirement Services, Inc. 2008 - 2009
Standard Retirement Services, Inc. 2005 - 2008
Invesmart, Inc. 2002 - 2007
Benefit Actuaries, Inc. 1998 - 2002
Hoosier Title & Closing Company, LLC 1998 - 1998
Education
Indiana University-Southeast 1992 — 1997
Bachelor of Arts, Economics and Political Science
The Standard 2009 - Present
Standard Retirement Services, Inc. 2008 - 2009
Standard Retirement Services, Inc. 2005 - 2008
Invesmart, Inc. 2002 - 2007
Benefit Actuaries, Inc. 1998 - 2002
Hoosier Title & Closing Company, LLC 1998 - 1998
Education
Indiana University-Southeast 1992 — 1997
Bachelor of Arts, Economics and Political Science
Cindy Castelli's Standard Retirement Services, Inc. Experience August 2006 - August 2010
Job Retirement Education Specialist at MassMutual Financial Group
Industry Insurance
Experience
MassMutual Financial Group December 2011 - Present
MassMutual Financial Group December 2011 - Present
SWBC Investment Advisory Services August 2010 - December 2011
Standard Retirement Services, Inc. August 2006 - August 2010
The Standard August 2003 - August 2010
Invesmart 2000 - 2007
Ohio Hi Speed Machine January 2001 - August 2003
Capital Metal Industries March 1994 - February 2000
Crucible Materials Corporation November 1988 - January 1994
Castle Metals 1983 - 1988
Skills
401k, Retirement, Employee Benefits, Series 63, Series 7, Investments, Defined Benefit, Series 6, Pensions, Mutual Funds, Retirement Planning, Insurance
Education
Bowling Green State University 1978 — 1982
BS, Industrial & Labor Relations
Lumen Cordium 1974 — 1978
High School Graduate, College Prep
MassMutual Financial Group December 2011 - Present
MassMutual Financial Group December 2011 - Present
SWBC Investment Advisory Services August 2010 - December 2011
Standard Retirement Services, Inc. August 2006 - August 2010
The Standard August 2003 - August 2010
Invesmart 2000 - 2007
Ohio Hi Speed Machine January 2001 - August 2003
Capital Metal Industries March 1994 - February 2000
Crucible Materials Corporation November 1988 - January 1994
Castle Metals 1983 - 1988
Skills
401k, Retirement, Employee Benefits, Series 63, Series 7, Investments, Defined Benefit, Series 6, Pensions, Mutual Funds, Retirement Planning, Insurance
Education
Bowling Green State University 1978 — 1982
BS, Industrial & Labor Relations
Lumen Cordium 1974 — 1978
High School Graduate, College Prep
Thomas J. Woodford, QPA, QKA's Standard Retirement Services, Inc. Experience October 2007 - October 2009
Job Senior Administrator at PA Retirement Solutions, Inc.
Industry Financial Services
Experience
PA Retirement Solutions, Inc. October 2014 - Present
United Retirement Plan Consultants September 2013 - October 2014
Valley Forge Pension Management, Inc. September 2011 - September 2013
Capital Retirement Plan Services, Inc. May 2010 - September 2011
Standard Retirement Services, Inc. October 2007 - October 2009
The Pension Alliance, Inc. December 2003 - September 2007
Invesmart, Inc. November 2002 - September 2003
Daniel A. Winters & Company February 2001 - November 2002
Invesmart, Inc. June 1994 - February 2001
Skills
Pensions, Retirement, Profit Sharing, Retirement Planning, Retirement Plan..., Defined Benefit, 401k, ERISA, Pension Administration, Employee Benefits, Defined Contribution, Benefits Administration, Accounting, Customer Service, Microsoft Excel, Financial Analysis, Asset Allocation, 403 b, Financial Advisory, Executive Pay
Education
Grove City College 1990 — 1994
B.S. Accounting, Accounting
PA Retirement Solutions, Inc. October 2014 - Present
United Retirement Plan Consultants September 2013 - October 2014
Valley Forge Pension Management, Inc. September 2011 - September 2013
Capital Retirement Plan Services, Inc. May 2010 - September 2011
Standard Retirement Services, Inc. October 2007 - October 2009
The Pension Alliance, Inc. December 2003 - September 2007
Invesmart, Inc. November 2002 - September 2003
Daniel A. Winters & Company February 2001 - November 2002
Invesmart, Inc. June 1994 - February 2001
Skills
Pensions, Retirement, Profit Sharing, Retirement Planning, Retirement Plan..., Defined Benefit, 401k, ERISA, Pension Administration, Employee Benefits, Defined Contribution, Benefits Administration, Accounting, Customer Service, Microsoft Excel, Financial Analysis, Asset Allocation, 403 b, Financial Advisory, Executive Pay
Education
Grove City College 1990 — 1994
B.S. Accounting, Accounting
Wayne Northrop's Standard Retirement Services, Inc. Experience March 2007 - January 2010
Job Accounting, Finance and Administrative Professional
Industry Financial Services
Experience
Chautauqua Institution May 2014 - August 2014
OHSU Oregon Health & Science University April 2012 - January 2014
Standard Retirement Services, Inc. March 2007 - January 2010
Oregon Literacy June 2005 - March 2007
Skills
Excel, Databases, Data Analysis, Microsoft Office, Quickbooks
Education
Portland State University 2006 — 2007
Accounting and Finance
James Madison University 1992 — 1996
Bachelor of Arts (BA), Social Sciences
Chautauqua Institution May 2014 - August 2014
OHSU Oregon Health & Science University April 2012 - January 2014
Standard Retirement Services, Inc. March 2007 - January 2010
Oregon Literacy June 2005 - March 2007
Skills
Excel, Databases, Data Analysis, Microsoft Office, Quickbooks
Education
Portland State University 2006 — 2007
Accounting and Finance
James Madison University 1992 — 1996
Bachelor of Arts (BA), Social Sciences
Megan Younkins's Standard Retirement Services, Inc. Experience December 2006 - September 2007
Job Litigation Paralegal at Thomas Thomas & Hafer, LLP
Industry Law Practice
Experience
Thomas, Thomas & Hafer, LLP September 2007 - Present
Standard Retirement Services, Inc. December 2006 - September 2007
Education
Pennsylvania College of Technology
Bachelor of Science (B.S.), Paralegal/ Legal Assistant Studies
Thomas, Thomas & Hafer, LLP September 2007 - Present
Standard Retirement Services, Inc. December 2006 - September 2007
Education
Pennsylvania College of Technology
Bachelor of Science (B.S.), Paralegal/ Legal Assistant Studies
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