Summit Benefit and Actuarial Services, Inc.
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
Summit Benefit and Actuarial Services, Inc. List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Summit Benefit and Actuarial Services, Inc.. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Summit Benefit and Actuarial Services, Inc. Employees
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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