Swerdlin & Company

Description

Founded: 1980 Parent organization: Ascensus Subsidiary: Qualified Plan Administrators Inc.FeedbackDisclaimer Claim this knowledge panel Knowledge ResultSee outside Moved, closed, or was never hereReportSwerdlin & CoWebsiteDirections Saved (0) Saved Save 3 Google reviews Insurance agency in Sandy Springs, Georgia Located in: Palisades Office ParkAddress: 5901 Peachtree Dunwoody Rd, Atlanta, GA 30328 Phone: (770) 396-6601Category: : : : Place name: : : Website: : Hours: Website: http://www.swerdlin.com/ Category: Insurance agency 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. · Own this business?Add missing informationAdd business hours 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 Swerdlin & Co Posting publicly on the Web Write a review Reviews 3 Google reviews

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Swerdlin & Company Employees

Employee
Years
Job
Industry
Kimberly Barker MBA Kimberly Barker MBA Lawrenceville, Georgia Details
Kimberly Barker MBA's Swerdlin & Company Experience August 2014 - December 2014
Job Compensation, HRIS and Benefits
Industry Human Resources
Experience
Northwestern Benefits   August 2014 - Present
Swerdlin & Company   August 2014 - December 2014
Koch Business Solutions (KBS)   July 2012 - October 2013
Verizon  August 2011 - July 2012
Citigroup  March 2003 - June 2011
Walter Industries  May 1991 - July 2002

Skills
Employee Benefits, HRIS, Performance Management, Talent Acquisition, Human Resources, Benefits Administration, Employee Relations, Deferred Compensation, PeopleSoft, SAP HR, Vendor Management, Leadership Development, Coaching, Compensation, Change Management, Process Improvement, Outlook, Leadership, Management

Education
Troy University   2005 — 2007
Master of Business Administration (MBA), Human Resources Management/Personnel Administration, General

University of South Florida   1998 — 2000
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General

Steph Timms Steph Timms Greater Atlanta Area Details
Steph Timms's Swerdlin & Company Experience August 2009 - December 2011
Job Freelance Web Designer
Industry Design
Experience
Dough Bakery   June 2013 - Present
Arthur Parks - Accuwit   November 2012 - Present
Alicia C. Simpson   June 2009 - Present
The Swarm Agency   January 2012 - May 2013
Aqua Blue Interactive   March 2011 - February 2012
Swerdlin & Company   August 2009 - December 2011
Aqua Blue Creative Development   September 2010 - March 2011
Optima Service Solutions  September 2008 - September 2010
Ogden-Ritenour  October 2006 - September 2008

Skills
Web Design, Graphic Design, Branding & Identity, XHTML, Copywriting, CSS, Social Media Marketing, Adobe Creative Suite, SEO, Mobile Applications, Wordpress, Web Analytics, Creative Direction, Email Marketing, User Interface Design, Logo Design

Education
Art Institute of Atlanta   2004 — 2007
B.S. in Graphic Design, Graphic & Web Design

Georgia Institute of Technology   2003 — 2004
B.S. in Computer Science

Jamie Fristoe Jamie Fristoe Atlanta, Georgia Details
Jamie Fristoe's Swerdlin & Company Experience May 2013 - August 2013
Job Graduated from Auburn University
Industry
Experience
Swerdlin & Company   May 2013 - August 2013
Johnson Hailey Investments, LLC   May 2013 - August 2013

Skills
Employee Benefits

Education
Auburn University   2011 — 2015
Bachelor’s Degree, Applied Mathematics-Actuarial Science

Rosemary Raymer Rosemary Raymer Greater Nashville Area Details
Rosemary Raymer's Swerdlin & Company Experience May 2015 - Present
Job ESOP Specialist at Swerdlin & Company
Industry Financial Services
Experience
Swerdlin & Company   May 2015 - Present
Acuff & Associates  November 2014 - May 2015
USI Consulting Group  June 2007 - September 2014
Pension Consultants, Inc.   January 2000 - June 2007
Benefit Professionals in Albertville   2000 - 2001
Aid Pension Administrators   1995 - 2000
Lincoln-Cross, Inc.   1988 - 1995

Skills
Employee Benefits, Non-Qualified Deferred..., Retirement Plan..., ERISA, Profit Sharing, Defined Contribution, Retirement Planning, Executive Pay, Pension Administration, Deferred Compensation, Investment Advisory, Investments, Benefits Administration, Asset Allocation, Qualified Retirement..., Securities, Financial Advisory, FINRA, Insurance, 401k

Education
Belmont University   1985 — 1988
BS, Math, Physics

University of Alabama   1976 — 1978
Freshman/Sophomore year:, Music

Trudy A. Hess Trudy A. Hess Greater Atlanta Area Details
Trudy A. Hess's Swerdlin & Company Experience 2001 - 2002
Job Realtor at Atlanta Communities Real Estate Brokerage
Industry Real Estate
Experience
Keller Williams Realty, Signature Partners  October 2004 - January 2011
McBride & Son Homes  April 2008 - July 2009
Solid Source Realty  September 2008 - February 2009
Two Fifty Cleaners   2001 - 2005
HGS Realty   January 1994 - March 2004
Swerdlin & Company   2001 - 2002
Menke & Associates  1997 - 2002
Mt Bethel United Methodist Church  1993 - 1996
Matson Driscoll & Damico  1992 - 1994
Southern Electricity Board   1974 - 1977

Skills
Single Family Homes, Investment Properties, Short Sales, Residential Homes, First Time Home Buyers, Foreclosures, Real Estate, Sellers, REO, Relocation, Investors, Buyer Representation, Condos, Listings, Referrals, New Home Sales, Real Estate Transactions, Selling, Property Management, HUD, Luxury, Rentals, Relocation Buyers, National Association of..., Resellers, Townhomes, Buyers, e-PRO, FHA, Real Property, Move Up Buyers, Seller Representation, Home Staging, Real Estate Development, Mortgage Lending, Commercial Real Estate, ABR, Property, Seniors, Leases, SFR, New Homes, Vacation Homes, Income Properties, Listing Homes, Waterfront, Council of Residential..., 1031 Exchanges, Real Estate Financing, Real Estate License

Education
Kennesaw State University   2002 — 2004
Paralegal, Certificate of Paralegal Studies

College Of East Berks   1973 — 1977
Business, Commerce, Business, Finance

Furze Platt Comprehensive   1970 — 1975
High School, General

Real Estate Institute
CDPS, Distressed Property

Graeme Hefner Graeme Hefner Greater Atlanta Area Details
Graeme Hefner's Swerdlin & Company Experience April 2008 - Present
Job Technology Operations Manager at Swerdlin & Company
Industry Information Technology and Services
Experience
Swerdlin & Company   April 2008 - Present
Verizon Business  May 2006 - July 2007
Sequoyah Regional Library  June 2001 - March 2006

Skills
Windows Server, Network Administration, VMware, C#, Project Management, SQL, HTML, JavaScript, CSS, VBA, ShoreTel, Unitrends, Backup Exec, Linux, Cisco IOS

Education
Georgia State University   2006 — 2008
MA, History

Kennesaw State University   2001 — 2006
BA, History

Clint Columbus Clint Columbus Greater Atlanta Area Details
Clint Columbus's Swerdlin & Company Experience July 2008 - January 2009
Job Benefits Administration Analyst at USI Insurance Services
Industry Insurance
Experience
USI Insurance Services  August 2012 - Present
The A.I. Group, Inc.   January 2009 - August 2012
Swerdlin & Company   July 2008 - January 2009

Skills
Microsoft Excel, Insurance, Employee Benefits, Customer Service, Data Entry, Microsoft Word, Accounting, Administration, Sales, Marketing, Account Management, Administrative..., Human Resources, Benefits Administration

Education
Georgia College and State University   2004 — 2008
General Business, Business Administration and Management, General, 3.3

Adam Pozek Adam Pozek Greater Boston Area Details
Adam Pozek's Swerdlin & Company Experience July 1996 - May 2007
Job Proud pension geek Technology Enthusiast Music Lover
Industry Financial Services
Experience
DWC ERISA Consultants, LLC  July 2010 - Present
Journal of Pension Benefits (A Publication of Wolters Kluwer)   June 2010 - Present
Benefit Insights, Inc.   2009 - Present
Pozek On Pension   1998 - Present
Pension Pundits, LLC   June 2010 - Present
Sentinel Benefits & Financial Group  May 2007 - June 2010
Swerdlin & Company   July 1996 - May 2007
LongView Wealth Management  1994 - July 1996
Royal Specialty Underwriting   1992 - 1994
Turem & Edwards, P.C.   1990 - 1991

Skills
Technology Solutions, ERISA, Retirement, Retirement Planning, Mergers, Business Planning, Employee Benefits, 403 b, Nonprofits, Fiduciary, Pensions, Governance, Mutual Funds, Qualified Retirement..., Profit Sharing, Mergers & Acquisitions, Defined Benefit, Retirement Plan..., Social Media Marketing, Public Speaking, 401k, Benefits Plan Design, Defined Contribution, Employee Plans..., Executive Pay, IRS/DOL Audits, Pension Administration

Education
Northwestern California University
Law

Georgia State University
Accounting & Finance

Berry College   1989 — 1990
Liberal Arts

Mt. Vernon Christian Academy   1985 — 1989
College Prep

Peggy (Margaret L) Jones Peggy (Margaret L) Jones Greater Atlanta Area Details
Peggy (Margaret L) Jones's Swerdlin & Company Experience January 2007 - April 2008
Job
Industry Management Consulting
Experience
SunTrust Bank  February 2011 - Present
various Atlanta companies   May 2008 - July 2011
Creative Marketing Concepts  May 2008 - November 2008
Swerdlin & Company   January 2007 - April 2008
Hewitt Associates  June 1999 - December 2006
Sonoco  December 1992 - May 1999

Skills
Employee Benefits, Management, Benefits Administration, Pensions, Investments, Project Management, Retirement Planning, Defined Benefit, Leadership, Defined Contribution, Retirement, Budgets, ERISA, Training, Management Consulting, Human Resources, Asset Management, Business Process..., HRIS, PeopleSoft, Investment Management, Onboarding, Talent Management, Compensation & Benefit, Legal Compliance, Consulting, Change Management, Pension Administration

Education
Auburn University at Montgomery   1978 — 1982
BS

Randy Pflueger Randy Pflueger Greater Atlanta Area Details
Randy Pflueger's Swerdlin & Company Experience March 2000 - July 2008
Job IT Consultant at ServIT
Industry Information Technology and Services
Experience
Swerdlin & Company   March 2000 - July 2008
CHATTAHOOCHEE TECHNICAL INSTITUTE   September 1999 - April 2000
Superior Technical Services.   March 1997 - August 1999

Skills
Active Directory, Security, Hardware, SharePoint, SQL, Software Installation, Routers, Networking, Troubleshooting, Switches, Computer Hardware, Windows, Technical Support, Servers, Microsoft Exchange, TCP/IP, XP, Unix, VMware, Laptops, Virtualization, Printers, Network Administration, Firewalls, Disaster Recovery, Information Technology, Citrix, DNS, Windows Server, Data Center, IT Service Management, Cisco Technologies, Cloud Computing, Operating Systems

Education
Chattahoochee Technical College   1999 — 2000
MCSE Certification

Pierce College   1980 — 1982
Business Administration

USAF SCHOOL OF ELECTRONIC TECHNOLOGY   1975 — 1976
Certificate, Electronic Technology

Los Angeles Pierce College   1973 — 1974
business

Karen (Dixon) Burroughs, ERPA, CPC, QPA, QKA Karen (Dixon) Burroughs, ERPA, CPC, QPA, QKA Augusta, Georgia Area Details
Karen (Dixon) Burroughs, ERPA, CPC, QPA, QKA's Swerdlin & Company Experience September 2013 - August 2015
Job President, CEO
Industry Financial Services
Experience
Qualified Plan Administrators, Inc.   January 1995 - Present
Swerdlin & Company   September 2013 - August 2015
Serotta Maddocks Evans & Co., CPAs   October 1981 - January 1995
Georgia Railroad Bank & Trust Co   May 1974 - October 1981

Skills
401k, Retirement, Retirement Plan..., Retirement Planning, ERISA, Pensions, Defined Benefit, Employee Benefits, Profit Sharing, Qualified Retirement..., IRS, 401k Rollovers, Benefits Administration, Business Planning, Cash Balance, Defined Contribution, 403 b

Education
University of South Carolina   1981 — 1984

Jeremy Brayton Jeremy Brayton Greater Atlanta Area Details
Jeremy Brayton's Swerdlin & Company Experience May 2010 - November 2011
Job Software Engineer at The reThink Group
Industry Computer Software
Experience
The reThink Group  January 2014 - Present
INTOUCH Interactive  October 2012 - January 2014
INTOUCH Interactive  January 2012 - October 2012
Matchbox Mobile   November 2011 - January 2012
Swerdlin & Company   May 2010 - November 2011
Omega HR Solutions, Inc.   January 2000 - June 2010

Skills
C#, ASP.NET MVC, jQuery, Silverlight, WCF, JSON, PHP, SQL, WPF, LINQ, XML, ASP.NET, Visual Studio, ASP, Visual Basic, .NET, Entity Framework, Web Applications, Git, Expression Blend, XAML, Windows Phone, VBScript, HTML, TFS, Windows Services, OOP, HTML 5, HTML5

Education
Southern Polytechnic State University   1997 — 1999
Bachelor's, Computer Science

Patti Williams Patti Williams Greater Atlanta Area Details
Patti Williams's Swerdlin & Company Experience August 2003 - May 2014
Job Manager, BPaaS Operations at SunGard
Industry Financial Services
Experience
SunGard  May 2015 - Present
SunGard  May 2014 - April 2015
Swerdlin & Company   August 2003 - May 2014
Benefit Services   1998 - 2003
Stanley, Holcombe & Associates   1988 - 1998

Skills
401k, Defined Benefit, Employee Benefits, Retirement, ERISA, Pension Administration, Pensions, Defined Contribution, Strategy, Retirement Planning, Profit Sharing, Financial Services

Education
Georgia Institute of Technology   1980 — 1985
ISYE

Southwest Dekalb HS

Scott Foreman Scott Foreman Greater Atlanta Area Details
Scott Foreman's Swerdlin & Company Experience August 2010 - Present
Job Pension Administrator who helps business owners understand their retirement plans
Industry Accounting
Experience
Swerdlin & Company   August 2010 - Present
Retirement Plan Services Company   August 2006 - November 2010
Professional Pension Services   April 2005 - July 2006
Barber Lackey Financial Group, LLC.   June 2003 - October 2004
Edward Jones  June 2002 - April 2003
US Air Force  1996 - 2002

Skills
Defined Contribution, ESOP, Relius Administration, Defined Benefit, Retirement, Retirement Planning, Investments, Pensions, Employee Benefits, 401k, Finance, Financial Analysis, Mutual Funds, ERISA, Financial Services, Life Insurance, Sales, Employee Stock...

Education
Middle Tennessee State University   1993 — 1996
Bachelor's, Music

Jessica Still Jessica Still Greater Atlanta Area Details
Jessica Still's Swerdlin & Company Experience December 2014 - Present
Job Pension Assistant at Swerdlin & Company
Industry Accounting
Experience
Swerdlin & Company   December 2014 - Present
Sittercity  March 2011 - Present
LaVida Massage  April 2011 - December 2014

Skills
Administrative..., Awareness of cultural..., Balances employee needs..., Business Innovation, Coordinate Meetings, Customer Service, Data Analysis, Data Entry, Editing, Employee Benefits, ESOP, 401k, Event Planning, Exercises teamwork..., Government Filings, Interpersonal and..., Inventory Management, Leadership, Management, Microsoft Excel, Microsoft Office, Microsoft Word, Organization Skills, PowerPoint, Problem Solving, Record Keeping, Resourceful and detail..., Staff Training, Social Media, Training, Windows, Marketing, Research

Education
Kennesaw State University   2010 — 2015
Bachelor’s Degree, Sociology, 3.02 GPA

Jennifer Beattie Jennifer Beattie Houston, Texas Details
Jennifer Beattie's Swerdlin & Company Experience July 2011 - January 2012
Job Houston Office Retirement Business Leader at Mercer
Industry Human Resources
Experience
Mercer  January 2015 - Present
Mercer  January 2012 - January 2015
Swerdlin & Company   July 2011 - January 2012
Buck Consultants  September 2007 - April 2011
Buck Consultants  November 2005 - September 2007
Towers Perrin  September 1995 - November 2005
Sobeco Ernst & Young  September 1990 - September 1995

Skills
Retirement, Pensions, Actuarial Science, Employee Benefits, Defined Benefit, Pension Funds, Consulting, Benefits Administration, Pension Administration, Actuaries, ERISA, Financial Services, Financial Modeling

Education
McGill University   1987 — 1990
BSc, Mathematics

CEGEP - John Abbott College   1985 — 1987
DEC, Pure and Applied Science

Jessica Laurain Jessica Laurain Greater Atlanta Area Details
Jessica Laurain's Swerdlin & Company Experience June 2009 - July 2009
Job Graphic Designer at MD Publishing
Industry Graphic Design
Experience
MD Publishing  January 2014 - Present
AchieveIt  July 2013 - January 2014
KRC Power Steering   August 2012 - May 2013
Ivy Hall Day School   September 2009 - August 2012
Swerdlin & Company   June 2009 - July 2009

Skills
Typography, Logo Design, Posters, Corporate Identity, Layout, Graphic Design, Brochures, InDesign, Illustrator, Art Direction, Graphics, Adobe Creative Suite, Business Cards, Flyers, Visual Communication, Invitations, Book Design, Web Design, Screen Printing, Offset Printing, Vector Illustration, Digital Illustration, Magazine Design, Stationery, Mac, Packaging, Catalogs, Image Manipulation, Art, Flash, Photoshop, Advertising, Photography, Postcards, Image Editing, Branding & Identity, Brand Development, Creative Direction, Adobe Acrobat, Digital Photography, Drawing, Creative Strategy, Corporate Branding, Dreamweaver, Interaction Design, User Interface Design, WordPress, After Effects, Concept Design, Sketching

Education
Art Institute of Atlanta   2009 — 2013
BFA, Graphic Design

McEachern High School   2005 — 2009
High School Diploma

Kelsey Backus Kelsey Backus Atlanta, Georgia Details
Kelsey Backus's Swerdlin & Company Experience October 2013 - March 2014
Job Assistant Account Manager at J. Smith Lanier & Co.
Industry Financial Services
Experience
J. Smith Lanier & Co.   April 2014 - Present
Swerdlin & Company   October 2013 - March 2014
Texas Roadhouse  August 2008 - October 2013
Blasingame, Burch, Garrard and Ashley, P.C.   June 2013 - September 2013
Rankin Smith Academic Center   January 2010 - September 2013
Avery and Pope Wealth Management   February 2013 - April 2013
Blasingame, Burch, Garrard and Ashley, P.C.   2013 - 2013
Blasingame, Burch, Garrard and Ashley, P.C.   2013 - 2013
Blasingame, Burch, Garrard and Ashley, P.C.   2013 - 2013
University of Georgia Athletic Association  September 2010 - September 2012

Skills
Microsoft Office, Peer Tutoring, Academic Tutoring, Hosting, Twitter, Facebook, Social Media, Event Planning, Research

Education
The University of Georgia   2009 — 2013
Bachelor of Science (B.S.), Mathematics

The Heritage School   1996 — 2009

Valerie Flynn Valerie Flynn Cumming, Georgia Details
Valerie Flynn's Swerdlin & Company Experience October 2006 - April 2010
Job Board Member at American Rental Association of Georgia
Industry Events Services
Experience
American Rental Association of Georgia   2014 - Present
Tents, Tents, Tents Inc   January 2010 - Present
Swerdlin & Company   October 2006 - April 2010

Skills
Office Administration, Event Planning, Management

Education
Kennesaw State University   2005 — 2007
Bachelor of Science (B.S.), Mathematics

Nathan Slaff Nathan Slaff Greater Atlanta Area Details
Nathan Slaff's Swerdlin & Company Experience August 1982 - March 1984
Job Consulting Actuary at Horizon Actuarial Services
Industry Financial Services
Experience
Horizon Actuarial Services  April 2011 - Present
Towers Watson  March 1984 - January 2010
Swerdlin & Company   August 1982 - March 1984
Price Waterhouse Coopers  December 1980 - May 1982

Education
Georgia State University - J. Mack Robinson College of Business   1980 — 1981
MAS, Actuarial Science

University of Florida   1976 — 1979
BA, History

Nichole Tips Nichole Tips Dallas, Texas Details
Nichole Tips's Swerdlin & Company Experience 2001 - 2002
Job Handson Marketer with MBA/CRM Administrator
Industry Logistics and Supply Chain
Experience
ShockWatch  January 2012 - Present
Teletrac  2011 - 2012
Texas Association Against Sexual Assault (TAASA)   2008 - 2011
Reliance Trust Company  2006 - 2008
All Saints' Episcopal Church  2004 - 2006
American Trends Corporation   2003 - 2004
Williams Group International  2002 - 2003
Swerdlin & Company   2001 - 2002
Women's Basketball Coaches Association  2000 - 2001

Skills
Marketing Strategy, Marketing Communications, Web Content Management, Product Marketing, NetSuite, Salesforce.com, Pardot, Direct Mail, Marketing, Trade Shows, Newsletters, Event Management, Public Relations, WordPress, Website Development, Web Design, Editing, Event Planning, Digital Marketing, Social Networking, Adobe Creative Suite, Microsoft Office, Microsoft Excel, Collateral Material..., Email Marketing, Marketing Automation, Content Management, Training, Publications Management, Copy Editing, Website Administration, Web Project Management, HTML, Joomla, Proposal Generation, RFP preparation, Presentation Development, Illustrator, PowerPoint, Photoshop, InDesign, Word, Excel, Budget Tracking, Trade Show Coordination, Events Coordination, Event Marketing, Vendor Management, Graphic Design, Media Relations

Education
Mercer University   2004 — 2006
MBA, Management/Marketing

University of Maryland   1997 — 2000
BA, Communication

The University of Texas at Austin   1996 — 1997

Ericka Rossani Ericka Rossani Greater Atlanta Area Details
Ericka Rossani's Swerdlin & Company Experience May 2014 - May 2015
Job HR Coordinator at LogFire
Industry Human Resources
Experience
LogFire  HR CoordinatorLogFireJuly 2015 - Present
Swerdlin & Company   May 2014 - May 2015
Fox International Channels  May 2013 - May 2014
The Home Depot  January 2012 - January 2013
The Home Depot  May 2010 - January 2012
Z&H Law Firm   August 2005 - February 2010
Brownlow & Schaefer Attorneys at Law   July 2004 - July 2005
Marriott Residence Inn  2003 - 2004

Skills
Human Resources, Employee Benefits, Leadership, Recruiting, PeopleSoft, Time Management, Performance Management, Onboarding, Management, Benefits Administration, New Hire Orientations, Succession Planning, Talent Acquisition, Deferred Compensation, Outlook, Call Centers, Process Scheduler, Access, Employee Relations, HRIS, Talent Management, HR Policies, Employee Engagement, Interviews, Training, Applicant Tracking..., Coaching, Team Building, Process Improvement, Microsoft Excel, Access Database, Microsoft Office, Microsoft Word, Account Management, Legal Research, Legal Writing, Contract Management, PowerPoint, Mediation

Education
Georgia Perimeter College
Bachelor of Business Administration (BBA), Business Administration, Management and Operations

Georgia Perimeter College

Jaynie Cormier Jaynie Cormier Greater Atlanta Area Details
Jaynie Cormier's Swerdlin & Company Experience
Job Senior Actuarial Analyst at Swerdlin & Company
Industry Financial Services
Experience
Swerdlin & Company  

Skills
Actuarial Science, Access, VBA

Education
St Mary's College   1966 — 1970

South Amherst High School

Dustin Waller Dustin Waller Atlanta, Georgia Details
Dustin Waller's Swerdlin & Company Experience October 2013 - Present
Job Business Development Consultant at Swerdlin & Company
Industry Financial Services
Experience
Swerdlin & Company   October 2013 - Present
Acuff & Associates  April 2012 - September 2013
John Hancock  January 2008 - November 2011
John Hancock  April 2004 - December 2007
Enterprise Group of Funds  January 2002 - March 2004
Wachovia Securities  January 1998 - January 2002

Skills
401k, Pensions, Deferred Compensation, Series 7, Retirement, Series 63, Employee Benefits, Wholesaling, Retirement Planning, Mutual Funds, Investments, Asset Allocation, Wealth Management, Defined Benefit, Finance, Financial Services, Investment Advisory

Education
The University of Georgia   1993 — 1997
Bachelor of Science (B.S.), Consumer Economics

Jim Callea Jim Callea Rockford, Illinois Area Details
Jim Callea's Swerdlin & Company Experience December 2002 - September 2008
Job Relius System Analyst
Industry Information Technology and Services
Experience
Blue Enterprise Consulting Services   2009 - 2010
Swerdlin & Company   December 2002 - September 2008

Education
University of Illinois at Urbana-Champaign   1987 — 1992
Bachelore of Sciene, Actuarial Science

Jessica Voss Jessica Voss Raleigh-Durham, North Carolina Area Details
Jessica Voss's Swerdlin & Company Experience July 2007 - July 2010
Job HR Program Specialist
Industry Information Technology and Services
Experience
Cisco Systems  September 2013 - Present
Voith AG  October 2012 - September 2013
Regions Financial Corporation  September 2011 - September 2012
PlanTech, LLP   July 2010 - August 2011
Swerdlin & Company   July 2007 - July 2010
Swerdlin & Company   2006 - 2007

Skills
Pensions, Financial Analysis, Defined Benefit, Finance, Forecasting, Defined Contribution, Analysis, Financial Statements, Microsoft Office, Financial Reporting, Employee Benefits, Accounting, Valuation, Account Reconciliation, Financial Forecasting, Essbase

Education
University of West Georgia   2009 — 2011
MBA, Business Administration and Management, General, 3.5

Georgia State University - J. Mack Robinson College of Business   2006 — 2008
Finance, Finance, General

Auburn University   2003 — 2005

Susan Petrirena Susan Petrirena Greater Atlanta Area Details
Susan Petrirena's Swerdlin & Company Experience March 2013 - Present
Job Retirement Plan Consultant and ESOP Business Development at Swerdlin & Company
Industry Insurance
Experience
Swerdlin & Company   March 2013 - Present
Swerdlin & Company   July 2001 - March 2013
Swerdlin & Company   March 1995 - June 2001

Skills
401k, Employee Benefits, Retirement, ERISA, Defined Contribution, ESOP Consulting and..., New Business Development, Securities, ESOP, Benefits Administration, Executive Pay, Retirement Plan..., Profit Sharing, Pensions

Education
University of Florida - Warrington College of Business Administration   1974 — 1978
BS, Business, Marketing

University of Florida
Bachelor of Science, Marketing

Beverly Bailey Beverly Bailey Greater Atlanta Area Details
Beverly Bailey's Swerdlin & Company Experience May 2008 - Present
Job Consulting Actuary at Swerdlin & Company
Industry Financial Services
Experience
Swerdlin & Company   May 2008 - Present
Towers Perrin  1997 - 2008

Skills
Actuarial Science

Education
Georgia State University   1995 — 1997
Masters, Actuarial Science

Georgia Institute of Technology   1986 — 1989
BIE, Industrial Engineering

Nicolle Jackson Nicolle Jackson Greater Atlanta Area Details
Nicolle Jackson's Swerdlin & Company Experience July 2008 - February 2010
Job Claims Examiner Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group  November 2014 - Present
Swerdlin & Company   July 2008 - February 2010

Education
Georgia State University   2010 — 2013
Bachelor of Arts (B.A.), Psychology, 3.72

Georgia State University   2010 — 2013
Bachelor's degree, Psychology

Gordon Thompson, FCAS Gordon Thompson, FCAS Albuquerque, New Mexico Area Details
Gordon Thompson, FCAS's Swerdlin & Company Experience August 2002 - March 2003
Job Consultant at AmeRisk
Industry Insurance
Experience
AmeRisk Consulting   October 2013 - Present
Mountain States Insurance   September 2007 - October 2013
Scottsdale Insurance Company  May 2004 - September 2007
Mercer Oliver Wyman  March 2003 - March 2004
Swerdlin & Company   August 2002 - March 2003

Skills
Excel, VBA, SQL, Reserving, Actuarial, Property & Casualty..., Pricing, Rate Filing, Management, Actuarial Consulting, Commercial Lines, Stochastic Modeling, Captives, Workers Compensation, Actuaries, Insurance, General Insurance, Commercial Insurance, Actuarial Science, Microsoft Excel, Risk Management, Loss Reserving, Reinsurance

Education
Casualty Actuarial Society
FCAS

Georgia State University - J. Mack Robinson College of Business   2001 — 2004
BBA, Actuarial Science

Ricks College   1999 — 2000

Olufemi Balogun Olufemi Balogun Greater Atlanta Area Details
Olufemi Balogun's Swerdlin & Company Experience April 2008 - June 2009
Job Consulting Actuary
Industry Human Resources
Experience
Swerdlin & Company   April 2008 - June 2009
PricewaterhouseCoopers  July 1996 - September 2007
PwC  2003 - 2007

Education
Georgia State University   1991 — 1993
Masters, Actuarial Science

Lorene Pierre Lorene Pierre Greater Atlanta Area Details
Lorene Pierre's Swerdlin & Company Experience August 2014 - Present
Job Pension Administrator at Swerdlin & Company
Industry
Experience
Swerdlin & Company   August 2014 - Present
Swerdlin & Company   June 2013 - Present
Swerdlin & Company   August 2008 - December 2013
Law Office of Smith & Associates, LLC   July 2005 - August 2008
Law Office of Smith & Associates, LLC   May 2005 - July 2005

Skills
Defined Contribution, Retirement, Employee Benefits

Education
Georgia State University   2007 — 2011
BBA, Managerial Sciences

Williams Curt Williams Curt Augusta, Georgia Area Details
Williams Curt's Swerdlin & Company Experience January 2008 - Present
Job Administrator, Practice Management at Qualified Plan Administrators, Inc
Industry Financial Services
Experience
Swerdlin & Company   January 2008 - Present
Qualified Plan Administrators, Inc  January 2008 - Present
Georgia Internal Medicine Partners, LLC   February 2004 - January 2008
Bloomingdales  February 2002 - January 2004
Saks Fifth Avenue, Inc   May 1999 - January 2002
Foley's ( May Co )   February 1992 - May 1999
Mervyn's ( Dayton Hudsons )   January 1987 - February 1992
Dillards Co.   January 1986 - January 1987
Payless Cashways Building Materials  April 1981 - August 1984

Skills
Customer Service, Microsoft Office, Human Resources, Employee Relations, Change Management, Performance Management, Recruiting, PowerPoint, Employee Benefits, Outlook, Project Management, Excel

Education
Michigan State University
BS, Business Management

University of Texas at Dallas

Takeya Simmons Takeya Simmons Greater Atlanta Area Details
Takeya Simmons's Swerdlin & Company Experience October 2007 - June 2009
Job Healthcare Service Manager
Industry Hospital & Health Care
Experience
WellCare  January 2010 - January 2012
Swerdlin & Company   October 2007 - June 2009
Well Care   January 2003 - August 2007

Skills
Healthcare, Medical Terminology, Cpr Certified, Customer Service, Management, Budget, Marketing Communications, Patient Support, Microsoft Office, Organizational..., Health Insurance, Medical Records, Medical Billing, Operations Management, Advocacy

Education
Keller Graduate School of Management of DeVry University   2010 — 2014
Master of Business Administration (MBA), Health Services Administration

Concordia University-Wisconsin   2006 — 2010
Bachelor of Science (BS), Health/Health Care Administration/Management

Jackie Fried Jackie Fried Atlanta, Georgia Details
Jackie Fried's Swerdlin & Company Experience August 2006 - January 2007
Job Senior Business Analyst
Industry Retail
Experience
The Home Depot  November 2014 - Present
Southern Company  October 2010 - October 2014
Mirant  January 2007 - September 2010
Swerdlin & Company   August 2006 - January 2007

Skills
Maximo, Visio, SQL, Microsoft Office 2007, Microsoft SQL Server, Tableau, Microsoft Excel, Training, Technical Support, Analysis, Project Management, Report Building, Group Presentations, Microsoft Reporting..., Business Analysis, Presenter

Education
Kennesaw State University   2002 — 2007
Bachelor of Science, Information Systems

Emily Kopp Emily Kopp Lakeland, Florida Area Details
Emily Kopp's Swerdlin & Company Experience November 2003 - August 2009
Job Director of Account Services for MidAmerica Administrative & Retirement Solutions
Industry Financial Services
Experience
MidAmerica Administrative & Retirement Solutions   July 2013 - Present
MidAmerica Administrative & Retirement Solutions, Inc.   July 2012 - June 2013
MidAmerica Administrative & Retirement Solutions, Inc.   September 2009 - June 2012
Swerdlin & Company   November 2003 - August 2009

Education
Georgia State University   2002 — 2007
Bachelor of Business Administration, Accounting

Coleman Cook, ERPA, QPA, QKA Coleman Cook, ERPA, QPA, QKA Jacksonville, Florida Area Details
Coleman Cook, ERPA, QPA, QKA's Swerdlin & Company Experience September 2013 - May 2014
Job Enrolled Retirement Plan Agent / Senior Administrator at BlueStar Retirement Services, Inc.
Industry Financial Services
Experience
BlueStar Retirement Services, Inc.   June 2014 - Present
Swerdlin & Company   September 2013 - May 2014
Qualified Plan Administrators, Inc.   April 2008 - September 2013
Newport Real Estate Group   January 2007 - April 2008

Skills
Employee Benefits, Accounting, Excel, Pensions, Payroll, Microsoft Excel, Profit Sharing, 401k, Retirement Plan..., ERISA, Insurance, Retirement Planning, Retirement, Life Insurance, Investments, Pension Administration, Defined Benefit, Qualified Retirement..., Defined Contribution, Estate Planning, 403 b

Education
Augusta State University   2004 — 2006
Bachelors, Finance

Valdosta State University   2000 — 2002

Tift County High School   1997 — 2000

Sonja Starks Sonja Starks Stone Mountain, Georgia Details
Sonja Starks's Swerdlin & Company Experience June 1996 - April 2006
Job Banking Professional
Industry Banking
Experience
Bank of America  2006 - 2012
Swerdlin & Company   June 1996 - April 2006

Skills
Microsoft Office, Microsoft Excel, Microsoft Word

Education
Cannon Trust School
Certified Employee Benefits Specialist

University of South Carolina-Columbia
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General

Kathleen Petry Kathleen Petry Greater Atlanta Area Details
Kathleen Petry's Swerdlin & Company Experience June 2014 - Present
Job Retirement Plan Administrator at Swerdlin & Company
Industry Financial Services
Experience
Swerdlin & Company   June 2014 - Present
NestEggs Retirement Plan Services, Inc.   May 2011 - June 2014
NestEggs Retirement Plan Services, Inc.   May 2011 - December 2011
Atlantic Coast Appraisal   July 2004 - May 2006

Skills
401k Plan Administration, Relius Administration, Datair/Pension Reporter..., Compliance Testing, Discrimination Testing, Financial Reconciliation, Form 5500 preparation, 1099 Preparation, Defined Contribution, Enrollments, 401k Rollovers, RMDS, Customer Service, Safe Harbor, trade requests, Rebalancing, Plan Restatements, 401k Loans, 401k Distributions, 401k Hardships, 401k, Qualified Retirement..., Retirement Benefits, State Tax, Microsoft Office, Communication, FT Williams

Education
University of North Florida   2009 — 2011
Bachelor of Business Administration (B.B.A.), Finance, Investments, 3.94