Summit Retirement Plan Services, Inc.

Industry: Company

Description

Founded: 1995 Parent organization: Tegrit Group, LLC

Summit Retirement Plan 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 Retirement Plan Services, Inc.. You can filter them based on skills, years of employment, job, education, department, and prior employment.

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11 Summit Retirement Plan Services, Inc. employees in database. Find out everything there's to know about Summit Retirement Plan Services, Inc. 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.

Summit Retirement Plan Services, Inc. Employees

Employee
Years
Job
Industry
John Adzema, QPA, QKA, TGPC, AIF® John Adzema, QPA, QKA, TGPC, AIF® Cleveland/Akron, Ohio Area Details
John Adzema, QPA, QKA, TGPC, AIF®'s Summit Retirement Plan Services, Inc. Experience January 2010 - April 2012
Job Regional Sales Director, Midwest at CBIZ
Industry Financial Services
Experience
CBIZ  June 2014 - Present
Tegrit Group  May 2012 - May 2014
Summit Retirement Plan Services, Inc.   January 2010 - April 2012
Summit Retirement Plan Services, Inc.   September 2008 - December 2009
Summit Retirement Plan Services, Inc.   August 2005 - August 2008
Charles Schwab  January 1995 - January 2005
Famous Enterprises  May 1990 - January 1995
KPMG  July 1988 - May 1990

Skills
New Business Development, ERISA, Employee Benefits, 401k, Pensions, Plan Design, Executive Compensation, Executive Pay, Retirement Planning, Retirement, Business Planning, Retirement Plan..., Investments, Mutual Funds, Financial Services, Defined Benefit, Finance, Management, Financial Planning, Financial Analysis, Sales

Education
The University of Akron   1983 — 1988
B.S., Accounting

Solon High School   1979 — 1983
College Prep

Joe Capela, QPA, QKA Joe Capela, QPA, QKA Cleveland/Akron, Ohio Area Details
Joe Capela, QPA, QKA's Summit Retirement Plan Services, Inc. Experience March 2010 - May 2012
Job Senior Client Relationship Manager at The Newport Group
Industry Financial Services
Experience
The Newport Group  May 2013 - Present
Tegrit Group  March 2010 - April 2013
Summit Retirement Plan Services, Inc.   March 2010 - May 2012
Charles Schwab  October 1995 - March 2010
Charles Schwab  October 1995 - January 2002
Delphi  March 1994 - December 1994

Skills
401k, Retirement, Relationship Management, Management, Leadership, Retirement Planning, Pensions, Employee Benefits, Defined Benefit, Building Relationships, Retirement Plan..., Series 7, Investments, Mutual Funds, Defined Contribution, Mergers, Qualified Retirement..., Mergers & Acquisitions, Financial Services, Asset Allocation, Investment Advisory, Wealth Management, Investment Strategies, Strengthening Client..., ERISA, CRM, Securities, Investment Management, Alternative Investments, Strategic Consulting

Education
The University of Akron   1991 — 1996
BA, Accounting

Erin Conder, QPA Erin Conder, QPA Cleveland/Akron, Ohio Area Details
Erin Conder, QPA's Summit Retirement Plan Services, Inc. Experience October 2005 - August 2011
Job Qualified Retirement Plan Administrator
Industry Financial Services
Experience
Noble-Davis Consulting, Inc.   September 2011 - Present
Summit Retirement Plan Services, Inc.   October 2005 - August 2011

Skills
401k, Qualified Retirement..., Retirement Plan..., Manage Client..., Profit Sharing, Retirement, Customer Service, Pensions, Retirement Planning, ERISA, Employee Benefits

Education
University of Akron School of Law   2011 — 2012

Youngstown State University   2001 — 2004
BSBA, Accounting

Connie Carpenter Connie Carpenter Akron, Ohio Details
Connie Carpenter's Summit Retirement Plan Services, Inc. Experience December 2009 - March 2011
Job Sr. Manager Quality Assurance at Equity Trust Company
Industry Financial Services
Experience
Equity Trust Company  January 2015 - Present
CBIZ  June 2014 - January 2015
Tegrit Group  April 2011 - May 2014
Summit Retirement Plan Services, Inc.   December 2009 - March 2011
Charles Schwab  May 2006 - September 2009
Charles Schwab  February 2000 - May 2006
Charles Schwab  May 1998 - February 2000
Sterling Jewelers  June 1994 - May 1998
John Hancock  September 1993 - June 1994
Bank One  August 1991 - September 1993

Skills
Project Management, Quality Assurance, Compliance, Sales, Training, Business Process..., Business Intelligence, Investments, Management, Call Centers, Retirement Planning, Project Planning, Leadership, Customer Satisfaction, Financial Services, Customer Service, Finance, Mutual Funds, Retirement, Policy, Time Management, Business Analysis, Employee Benefits

Education
Keller School of Management of DeVry University   2009 — 2011
Masters, Accounting and Financial Management

Kent State University   1989 — 1993
BA, English, History

Brittany Roth Brittany Roth North Canton, Ohio Details
Brittany Roth's Summit Retirement Plan Services, Inc. Experience January 2009 - November 2009
Job Medical Assistant/ HR Professional
Industry Medical Practice
Experience
Republic Steel, Inc   January 2011 - March 2013
Summit Retirement Plan Services, Inc.   January 2009 - November 2009
Akron Dermatology   February 2005 - March 2009
Sovereign Specialty Chemicals  September 2002 - February 2005

Skills
Benefits Administration, Training, Human Resources, Interviews, Employee Relations, Payroll, Employee Benefits, Customer Service, PowerPoint, Microsoft Excel, Open Enrollment

Education
Akron Institute of Herzing University   2003 — 2005
Medical Assisting

Springfield High School   2000 — 2004
Diploma, General, 3.87

Amber Rinaldi Amber Rinaldi Canton, Ohio Area Details
Amber Rinaldi's Summit Retirement Plan Services, Inc. Experience 2011 - 2012
Job Staff Accountant at Dairy Enterprises, Inc
Industry Accounting
Experience
Dairy Enterprises, Inc   August 2013 - Present
Peoples Services   July 2012 - August 2013
Summit Retirement Plan Services, Inc.   2011 - 2012
Douglas Cummings, CPAs   December 2009 - May 2010
William B. Shetler, LLC   October 2008 - December 2009

Skills
Account Reconciliation, General Ledger, Bookkeeping, Journal Entries, Financial Statements, Bank Reconciliation, Tax Returns, 401k, Accounting, Accounts Receivable, Telephone Skills, Retirement, Customer Service, PowerPoint, Microsoft Office, Filing, Tax

Education
University of Mount Union   2006 — 2010
Bachelors, Accounting

Laszlo Szijarto Laszlo Szijarto Cleveland/Akron, Ohio Area Details
Laszlo Szijarto's Summit Retirement Plan Services, Inc. Experience March 2010 - September 2010
Job System Architect at Mistras Group, Inc.
Industry Mechanical or Industrial Engineering
Experience
Mistras Group, Inc.   April 2013 - Present
Equity Trust Company  October 2010 - April 2013
Summit Retirement Plan Services, Inc.   March 2010 - September 2010
National City Bank  November 2006 - March 2010
KeyBank  January 2005 - November 2006
NASA Glenn Research Center (Analex Corporation)   March 2001 - January 2005

Skills
Management, SSRS, SOA, Microsoft SQL Server, Agile Methodologies, Enterprise Architecture, SDLC, Enterprise Software, SQL, Business Analysis, Architecture, IT Strategy, Software Project..., ASP.NET, Software Development, C#, .NET, Integration

Education
Loyola University of Chicago   1986 — 1989
Bachelor of Arts (BA)

Joel Gilliliand Joel Gilliliand Cleveland, Ohio Details
Joel Gilliliand's Summit Retirement Plan Services, Inc. Experience June 2005 - July 2008
Job Manager, Investment Analytics at Cliffs Natural Resources
Industry Mining & Metals
Experience
Cliffs Natural Resources  April 2014 - Present
Cliffs Natural Resources  July 2010 - April 2014
The Ohio State University  September 2008 - June 2010
Cliffs Natural Resources  June 2009 - September 2009
Summit Retirement Plan Services, Inc.   June 2005 - July 2008

Skills
Financial Analysis, Financial Modeling, Valuation, Business Development, Corporate Finance, Mergers & Acquisitions, Strategic Planning, Microsoft Excel, PowerPoint, Forecasting, Project Management, Analysis, Employee Benefits, Strategy, Management

Education
The Ohio State University - The Max M. Fisher College of Business   2008 — 2010
MBA, Corporate Finance

Grove City College   2002 — 2006
Bachelor of Science (B.S.), Finance, Mathematics

Megan Lenke Megan Lenke Cleveland/Akron, Ohio Area Details
Megan Lenke's Summit Retirement Plan Services, Inc. Experience November 2009 - December 2010
Job Biomedical Engineer
Industry Medical Devices
Experience
Summit Retirement Plan Services, Inc.   November 2009 - December 2010
Cleveland Clinic  September 2009 - October 2009
Johnson & Johnson  January 2007 - June 2007

Education
The University of Akron   2003 — 2009
Bachelor's, Biomedical Engineering - Biomechanics

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