Summit Benefit and Actuarial Services, Inc.

Description

Address: 374 W 12th Ave, Eugene, OR 97401 Hours: Closed ⋅ Opens 8AM Mon SundayClosedMonday8AM–5PMTuesday8AM–5PMWednesday8AM–5PMThursday8AM–5PMFriday8AM–5PMSaturdayClosedSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (541) 344-2324: Category: : : : Place name: : : Website: Website: https://summitbenefit.com/ Category: Business administration service Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Summit Benefit & Actuarial Services, Inc. Posting publicly on the Web Write a review Reviews 4 Google reviews

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Summit Benefit and Actuarial Services, Inc. Employees

Employee
Years
Job
Industry
Jeanne Weiler Jeanne Weiler Eugene, Oregon Details
Jeanne Weiler's Summit Benefit and Actuarial Services, Inc. Experience 1994 - 2003
Job Business Manager/Accountant at Gansen Construction
Industry Construction
Experience
Bedrock Proeprty Management   May 2007 - Present
Gansen Construction   May 2005 - Present
Larry Jaffe, PC   January 2003 - May 2005
Summit Benefit and Actuarial Services, Inc.   1994 - 2003

Skills
Accounting, Accounts Payable, Accounts Receivable

Education
University of Oregon   2013 — 2014
Bachelor of Science (BS), GSS - Applied Economics

Oregon State University   1982 — 1984
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services

Angela Krause Angela Krause Eugene, Oregon Area Details
Angela Krause's Summit Benefit and Actuarial Services, Inc. Experience June 2013 - February 2014
Job Actuarial Analyst
Industry Insurance
Experience
PacificSource Health Plans  March 2014 - Present
Summit Benefit and Actuarial Services, Inc.   June 2013 - February 2014
University of Oregon Library   January 2011 - June 2013
University of Oregon  January 2011 - June 2013
Sally Beauty Supply  January 2010 - January 2011
Employers Overload  January 2008 - January 2009
Eliason Corporation  January 2007 - January 2008

Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Teamwork, Research, Java, SQL, Social Media, Public Speaking, Data Analysis

Education
University of Oregon   2011 — 2013
Bachelor of Science (BS), Mathematics and Political Science

Kalamazoo Valley Community College   2004 — 2006
Associate's degree, International/Global Studies

Jaimie Esaki Jaimie Esaki Eugene, Oregon Details
Jaimie Esaki's Summit Benefit and Actuarial Services, Inc. Experience May 2015 - Present
Job Actuarial Assistant at Summit Benefit and Actuarial Services, Inc.
Industry Research
Experience
Summit Benefit and Actuarial Services, Inc.   May 2015 - Present
Barnes & Noble  October 2014 - April 2015
University of Oregon  August 2012 - June 2014
University of Oregon  September 2011 - June 2014
Kapaa Banana Company   May 2005 - September 2011

Skills
Problem Analysis, Hands-on Problem Solver, Leadership, Collaborative Problem..., Econometrics, Applied Mathematics, Multivariate Statistics, Stata, LaTeX, Microsoft Excel, Assertiveness, Highly responsible, Time Management, Ordinary Differential..., Easily Adaptable, Critical Thinking, Statistics, Calculus, Public Speaking, Teamwork, Microsoft Word, Social Media, Customer Service, Event Planning, PowerPoint, Microsoft Office, Research

Education
University of Oregon   2009 — 2014
Bachelor of Science (B.S.), Mathematics

University of Oregon   2009 — 2013
Bachelor of Applied Science (B.A.Sc.), Applied Mathematics; Economics

Brittany Boosinger Brittany Boosinger San Diego, California Details
Brittany Boosinger's Summit Benefit and Actuarial Services, Inc. Experience August 2008 - March 2014
Job Loan Document Specialist at CMG Financial
Industry Financial Services
Experience
CMG Financial  March 2014 - Present
Summit Benefit and Actuarial Services, Inc.   August 2008 - March 2014
FSI Wealth Management   June 2012 - May 2013
Ashford University  February 2012 - June 2012

Skills
Microsoft Office, Administrative..., Customer Service, Data Entry, Profit Sharing, PowerPoint, Outlook, Microsoft Excel, Microsoft Word, Leadership, Time Management, Sales, Real Estate, Mortgage Lending, Finance

Education
University of Oregon   2005 — 2009
Bachelor of Arts (BA), Business Administration and Management, General

Heather Buch Heather Buch Eugene, Oregon Area Details
Heather Buch's Summit Benefit and Actuarial Services, Inc. Experience April 2003 - 2007
Job Preferred Northwest Property Management & St. Vincent dePaul Society of Lane County, Inc.
Industry Real Estate
Experience
Preferred Northwest Property Management   April 2006 - Present
St. Vincent de Paul of Lane County, Inc.   January 2013 - Present
St. Vincent de Paul of Lane County, Inc.   March 2011 - December 2012
Summit Benefit and Actuarial Services, Inc.   April 2003 - 2007
Pension Planners Northwest, Inc.   September 1998 - April 2003

Skills
Real Estate, Investment Properties, Property Management, Negotiation, Investors, Consulting, Project Management, Real Estate Development, Commercial Real Estate, Real Estate Transactions, Licensed Realtor, Community Development, Mobile Home Parks, Executive Support, Corporate Social..., Apartments, Brokerage

Education
Seattle University   1994 — 1998
Bachelor of Arts, Business Administration

International High School   1990 — 1994
Diploma, High School/Secondary Diplomas and Certificates

Danielle Berry Danielle Berry Eugene, Oregon Details
Danielle Berry's Summit Benefit and Actuarial Services, Inc. Experience May 2015 - Present
Job Actuarial Assistant at Summit Benefit and Actuarial Services, Inc.
Industry Higher Education
Experience
Summit Benefit and Actuarial Services, Inc.   May 2015 - Present
Self Employed  September 2013 - Present
J. R. Young, PC   March 2014 - June 2014
Lundquist College of Business  March 2012 - March 2014
Lundquist College of Business  June 2013 - September 2013
Ogden Preparatory Academy  June 2010 - September 2013

Skills
PowerPoint, Microsoft Office, Microsoft Word, Microsoft Excel, Teaching, Teamwork, Social Media, Time Management, Leadership, Community Outreach, Social Networking, Problem Solving, Critical Thinking

Education
University of Oregon   2009 — 2013
Bachelor of Science, Mathematics, Economics

Norman Levinrad Norman Levinrad Eugene, Oregon Details
Norman Levinrad's Summit Benefit and Actuarial Services, Inc. Experience January 1989 - Present
Job President at Summit Benefit and Actuarial Services, Inc.
Industry Financial Services
Experience
Summit Benefit and Actuarial Services, Inc.   January 1989 - Present

Skills
401k, ERISA, Retirement, Pensions, Retirement Plan..., Business Planning, Employee Benefits, Actuarial Science, Defined Benefit, Mutual Funds, Series 63, Retirement Planning, Defined Contribution, Fixed Annuities, IRAs, Profit Sharing, Pension Administration, Series 6, Estate Planning, Qualified Retirement..., Investments, Series 7, Investment Advisory, Benefits Administration, Deferred Compensation, Financial Advisory, Executive Pay, ESOP

Education
UCLA   1980 — 1982
BS, Applied Mathematics

Jon Workman Jon Workman Eugene, Oregon Details
Jon Workman's Summit Benefit and Actuarial Services, Inc. Experience July 2015 - Present
Job Chapter President of Delta Sigma Phi Fraternity
Industry
Experience
Summit Benefit and Actuarial Services, Inc.   July 2015 - Present
Delta Sigma Phi Fraternity  October 2014 - Present
Conflow Corporation   June 2009 - June 2015
University of Oregon  July 2014 - March 2015
Delta Sigma Phi Fraternity  October 2013 - October 2014

Skills
Public Speaking, Microsoft Office, Management, Social Media Marketing, Sports, Leadership, Social Media, PowerPoint, Team Motivation, Liasoning, Cross-functional Team..., Human Resources, Marketing

Education
University of Oregon   2012 — 2016
Bachelor of Science, Business Administration and Management

Agoura High School   2008 — 2012
High School

Josiah Thornton Josiah Thornton Eugene, Oregon Details
Josiah Thornton's Summit Benefit and Actuarial Services, Inc. Experience August 2012 - Present
Job Actuarial Assistant at Summit Benefit & Actuarial Services, Inc.
Industry Financial Services
Experience
Summit Benefit and Actuarial Services, Inc.   August 2012 - Present
University of Oregon  September 2006 - August 2012
Pitzer College  June 2005 - August 2005
University of Oregon  March 2004 - June 2005

Skills
Research, Teaching, University Teaching, Higher Education, Statistics, LaTeX, College Teaching, Mathematica, Theory, Curriculum Development, Tutoring, Curriculum Design, Student Development, Student Affairs, Qualitative Research, Mathematics

Education
University of Oregon   2008 — 2012
Doctor of Philosophy (PhD), Mathematics

University of Oregon   2006 — 2008
Master of Science (MS), Mathematics

Glenn Soderstrom Glenn Soderstrom Greater Milwaukee Area Details
Glenn Soderstrom's Summit Benefit and Actuarial Services, Inc. Experience September 2010 - Present
Job Actuary at Summit Benefit and Actuarial Services, Inc.
Industry Law Practice
Experience
Summit Benefit and Actuarial Services, Inc.   September 2010 - Present
Tallgrass Homeowners Association   2011 - 2013
Tallgrass Homeowners Association   2011 - 2013
Gold's Gym in Waukesha   2009 - 2013
Mercer  January 1986 - July 2010
Mercer  January 1976 - January 1986
Occidental Life Insurance Company   May 1975 - December 1975

Skills
Defined Benefit, Employee Benefits, Pensions, Actuarial, ERISA, Retirement, Plan Design, 401k, Pension Administration, Actuarial Science, Cash Balance Retirement..., ASC 715, Nonqualified Retirement..., Retirement Planning, Retirement Plan..., Benefits Administration, Defined Contribution, Traditional Retirement..., OPEB, Affordable Car Act..., Affordable Care Act, Pension Funds, Profit Sharing, Management, Business Planning, Health Care Reform, Health Insurance, Mergers & Acquisitions, Funding, Strategic Financial..., Deferred Compensation, Financial Risk, Qualified Retirement..., Financial Advisory, Actuarial Consulting, Analysis, Investment Strategies, Estate Planning, Financial Services

Education
Marquette University Law School   2004 — 2009
J.D., Law

University of Wisconsin-Madison   1971 — 1975
BBA, Actuarial Science

Crissy Nesbitt Crissy Nesbitt Boise, Idaho Area Details
Crissy Nesbitt's Summit Benefit and Actuarial Services, Inc. Experience February 2006 - June 2006
Job Budget Technician at Idaho National Guard
Industry Financial Services
Experience
Idaho Army National Guard  February 2013 - Present
Idaho Air National Guard  2007 - Present
Idaho National Guard  November 2009 - February 2013
ITT Technical Institute  April 2007 - August 2007
Summit Benefit and Actuarial Services, Inc.   February 2006 - June 2006
University of Oregon  March 2004 - June 2006
Self-Employed - House Cleaning Services   February 2001 - June 2005
Monarch Mini Storage   November 1999 - February 2001
SoHo Grand Hotel  June 1996 - November 1999

Skills
Military, Security Clearance, DoD, Government, Analysis, Access, Program Management, Leadership, Microsoft Office, Microsoft Excel, Financial Analysis, Process Improvement, Policy, Team Leadership, Supervisory Skills, Risk Management, Military Operations, Technical Writing, Management, Data Analysis, Training, Government Contracting, Military Experience, PowerPoint, Microsoft Word, Public Speaking, Air Force, Customer Service, Managerial Finance, Accounting, Financial Reporting, Teamwork, Troubleshooting, Army, National Security, Customer Satisfaction, Research

Education
Community College of the Air Force   2005 — 2008
Associate of Arts and Sciences (AAS), Finance and Financial Management Services

University of Oregon   2001 — 2006
B.A., Business

University of Oregon   2001 — 2006
B.S., Mathematics

David Abramowitz David Abramowitz Washington D.C. Metro Area Details
David Abramowitz's Summit Benefit and Actuarial Services, Inc. Experience July 2010 - Present
Job Actuarial Analyst at Summit Benefit and Actuarial Services, Inc.
Industry Financial Services
Experience
Summit Benefit and Actuarial Services, Inc.   July 2010 - Present
David Israel, Inc.   February 2010 - July 2010
Lieberman Research Worldwide  March 2008 - June 2008

Skills
Microsoft Excel, C++, PowerPoint, Microsoft Word, Microsoft Office, Data Analysis, Financial Analysis, Financial Modeling, R, Statistics, Economics, Defined Benefit, Defined Contribution, Analysis

Education
University of California, Los Angeles   2005 — 2009
Bachelor of Science (BS), Mathematics

actex

Jeff Curl Jeff Curl Eugene, Oregon Details
Jeff Curl's Summit Benefit and Actuarial Services, Inc. Experience March 2010 - Present
Job Senior Partner and Architect ACA's Pay or Play Full Service Administration
Industry Financial Services
Experience
Summit Benefit and Actuarial Services, Inc.   March 2010 - Present
Summit Benefit and Actuarial Services, Inc.   March 2010 - Present
Summit Benefit & Actuarial Services, Inc.   1994 - Present
US Army  June 1987 - January 1995
US Army  May 1983 - January 1995
US Army  June 1978 - June 1979

Skills
Affordable Care Act Pay..., Pension Administration, 401k, Business Planning, Financial Analysis, Defined Benefit, Retirement, ERISA, Team Building, Microsoft Excel, Strategic Financial..., Microsoft Office, Microsoft Word, Outlook, Affordable Care Act, Employer Shared..., Finance, Employee Benefits, Pensions, Inventory Management, Retirement Planning, Investments, Insurance, Leadership, Actuarial Science, Operations Management, Management, Leadership Development, Integrity, Financial Planning

Education
University of Oregon - Charles H. Lundquist College of Business   1992 — 1994
Masters of Business Administration

United States Military Academy at West Point   1979 — 1983
Bachelor of Science

Leigh DeYoung Leigh DeYoung Greater Philadelphia Area Details
Leigh DeYoung's Summit Benefit and Actuarial Services, Inc. Experience October 2013 - Present
Job Plan Administrator
Industry Financial Services
Experience
Summit Benefit and Actuarial Services, Inc.   October 2013 - Present
Atlantic Pension Services, Inc.   August 2011 - October 2013
Valley Forge Pension Management   May 2007 - August 2011
Valley Forge Consulting Corp   May 2005 - April 2007
Preferred Pension Planning Corporation  August 2001 - April 2005

Education
Montclair State University   1998 — 2001
BS, Mathematics

Andrea Bullock-Braunger Andrea Bullock-Braunger Veneta, Oregon Details
Andrea Bullock-Braunger's Summit Benefit and Actuarial Services, Inc. Experience September 2007 - Present
Job Trust Accountant at Summit Benefit and Actuarial Services, Inc.
Industry Financial Services
Experience
Summit Benefit and Actuarial Services, Inc.   September 2007 - Present
Sacred Heart Hospital  April 2004 - October 2006

Skills
Microsoft Office, Accounts Receivable, Microsoft Excel, Microsoft Word, QuickBooks, General Ledger, Accounting, Outlook, Financial Analysis, Financial Accounting

Education
Utah Valley University   2000 — 2004
Per- Nursing

University of Oregon   1997 — 1999

Henry D Sheldon High School   1993 — 1997