Swerdlin & Company
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Swerdlin & Company
Skills
Actuarial Science, Access, VBA
Education
St Mary's College 1966 — 1970
South Amherst High School
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
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
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
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
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
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
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
Swerdlin & Company April 2008 - June 2009
PricewaterhouseCoopers July 1996 - September 2007
PwC 2003 - 2007
Education
Georgia State University 1991 — 1993
Masters, Actuarial Science
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
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
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
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
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
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
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
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