Sunwest Pensions

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Sunwest Pensions Employees

Employee
Years
Job
Industry
Angela Jee Angela Jee Phoenix, Arizona Area Details
Angela Jee's Sunwest Pensions Experience December 2010 - January 2015
Job Pension Consultant at Arrow Pensions
Industry Accounting
Experience
Arrow Pensions   February 2015 - Present
Sunwest Pensions   December 2010 - January 2015
Boyce & Associates, Inc.   January 1997 - October 2010

Skills
Profit Sharing, Plan Design, Defined Benefit, Pensions, 401k, ERISA, Retirement, Pension Administration, Retirement Plan..., Business Planning, Qualified Retirement..., Retirement Planning, Defined Contribution, Mutual Funds

Education
University of Arizona   1992 — 1996
Bachelor of Science, Mathematics

University of Arizona   1992 — 1996
B.S. in Mathematics, Mathematics

Lyneal Malicdem, APA Lyneal Malicdem, APA Phoenix, Arizona Area Details
Lyneal Malicdem, APA's Sunwest Pensions Experience January 2013 - Present
Job Director of Operations at Sunwest Pensions
Industry Financial Services
Experience
Sunwest Pensions   January 2013 - Present
Sunwest Pensions   January 2010 - January 2013
Sunwest Pensions   July 2008 - January 2010
Sunwest Pensions   May 2004 - July 2008

Skills
Pensions, Profit Sharing, Defined Contribution, 401k, Defined Benefit, ERISA, Retirement, Retirement Plan..., Pension Administration, 401k Rollovers, Retirement Planning, Qualified Retirement..., Employee Benefits

Education
University of Phoenix   2005 — 2007
BS, Business Accounting

Nicholas Stanford Nicholas Stanford Springfield, Missouri Details
Nicholas Stanford's Sunwest Pensions Experience May 2010 - August 2010
Job Actuary at Hudson Insurance Group, Crop Insurance
Industry Insurance
Experience
Hudson Insurance Group, Crop Insurance   December 2014 - Present
American National Insurance  June 2011 - November 2014
The University of Arizona  August 2009 - June 2011
Sunwest Pensions   May 2010 - August 2010
Linn-Benton Community College  September 2007 - August 2009
Oregon State University  September 2005 - June 2008

Skills
VBA, SQL, Programming, Databases, Microsoft Excel, Actuarial Science, Teaching, Statistics, Higher Education, Analysis

Education
Oregon State University   2005 — 2007
M.S., Mathematics

Central Washington University   2002 — 2005
B.S., Mathematics

Theresa Conti, QKA, APR, ERPA Theresa Conti, QKA, APR, ERPA Phoenix, Arizona Area Details
Theresa Conti, QKA, APR, ERPA's Sunwest Pensions Experience July 1998 - Present
Job President at Sunwest Pensions
Industry Financial Services
Experience
Sunwest Pensions   July 1998 - Present
Universal Pensions   December 1994 - July 1998
Bisys Qualified Plan Services/Ascensus   January 1990 - October 1994

Skills
401k, Retirement, Defined Benefit, Profit Sharing, ERISA, Retirement Planning, Alternative Investments, Series 7, Pensions, Investments

Education
University of Scranton   1983 — 1987
BS, Public Administration

Lindsey Kotz, APA Lindsey Kotz, APA Phoenix, Arizona Area Details
Lindsey Kotz, APA's Sunwest Pensions Experience November 2007 - Present
Job Director of Annual Valuation at Sunwest Pensions
Industry Financial Services
Experience
Sunwest Pensions   November 2007 - Present
PBGC  2003 - 2007

Skills
Defined Benefit, 401k, Retirement, Pensions, Pension Administration, ERISA, Defined Contribution, Asset Allocation, Profit Sharing, IRAs, Investments, Retirement Plan..., Employee Benefits, Retirement Planning, Mutual Funds

Education
University of Iowa

Monica A. Martinez, ERPA, QPA Monica A. Martinez, ERPA, QPA Phoenix, Arizona Area Details
Monica A. Martinez, ERPA, QPA's Sunwest Pensions Experience March 2013 - November 2014
Job Retirement Plan Administrator at Pinnacle Plan Design
Industry Financial Services
Experience
Sunwest Pensions   March 2013 - November 2014
Matthews, Gold, Kennedy & Snow, Inc.   November 2007 - February 2013
Pension Specialists, Inc (Tucson)   December 1995 - November 2006

Skills
Enrolled Retirement..., 401k, Pensions, Profit Sharing, ERISA, Retirement Plan..., Pension Administration, Defined Contribution, Accounting, Retirement, Employee Benefits, Microsoft Excel, Qualified Retirement..., 403 b, ESOP, Retirement Benefits, Benefits Administration

Education
University of Arizona   1990 — 1995
Bachelor of Science in Business Administration, Accounting

Marcy Kirkpatrick, QKA Marcy Kirkpatrick, QKA Las Vegas, Nevada Details
Marcy Kirkpatrick, QKA's Sunwest Pensions Experience February 2012 - Present
Job Director of Annual Valuation Las Vegas at Sunwest Pensions
Industry Financial Services
Experience
Sunwest Pensions   February 2012 - Present
Kropkof Pension Services   May 2000 - February 2012
Mellon Stuart Construction   January 1979 - July 1994

Skills
Strategic Planning, Defined Benefit, Investments, Securities, Wealth Management, Pensions, Retirement Plan..., Retirement, Employee Benefits, Financial Services, Mutual Funds, Microsoft Office, ERISA, Investment Advisory, Retirement Planning

Education
UNLV   1995 — 1998
Bachelor of Science (BS), Finance, General