Summit Retirement Plan Services, Inc.
Industry: Company
DescriptionFounded: 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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Summit Retirement Plan Services, Inc. Employees
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
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
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
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
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
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
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)
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
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