The 401(k) Company
The 401(k) Company List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at The 401(k) Company. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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The 401(k) Company Employees
MassMutual Financial Group April 2001 - Present
PwC Kwasha HR Solutions July 1998 - January 2001
The 401(k) Company October 1997 - June 1998
FIC Insurance Group April 1992 - October 1997
Skills
Series 63, Mutual Funds, Series 6, Retirement Planning, Retirement, FINRA, 401k, Pensions, Training, Employee Benefits
Education
Southwest Texas State University 1993 — 1996
Bachelor of Business Administration (B.B.A.), Business Administration and Management
Texas A&M University 1987 — 1990
Elementary Education and Teaching
Freescale Semiconductor January 2007 - Present
Freescale Semiconductor June 2005 - December 2006
Celerity, Inc. 2004 - 2005
Applied Materials 2000 - 2003
VTEL 1997 - 2000
The 401(k) Company 1996 - 1997
AIG VALIC 1992 - 1996
Skills
Payroll, HRIS, Human Resources, Process Improvement, Onboarding, Deferred Compensation, Talent Management, Auditing, Employee Benefits, Employee Relations, 401k, 401k Audits, Qualified Retirement..., Vendor Management, Expatriate Management, Employee B, Financial Reporting, Project Management, Cross-functional Team..., Personnel Management, Shared Service Center, Defined Contribution, SOX Compliancy, SAP ERP, ADP Payroll, PeopleSoft, Kronos, ESPP, Restricted Stock, Stock Management, Forecasting, Etrade Equity Edge, Collections, KPI Reports, New Hire Orientations, Semiconductor Industry
Education
University of Houston
BBA in Finance
University of Houston
Bachelor of Business Administration (B.B.A.), Finance
Austin Energy July 2009 - Present
Nash Hernandez Orchestra August 1972 - Present
Austin Energy July 2007 - June 2009
CyberTrader (A Charles Schwab Company) 2006 - 2007
The 401(k) Company 2002 - 2006
Austin Energy 2001 - 2002
Janus Capital Group 1999 - 2001
Austin Energy 1998 - 1999
Texas Governor's Energy Office 1988 - 1998
Austin Energy 1984 - 1988
Skills
Program Management, Business Analysis, Project Management, Process Improvement, Strategic Planning, Business Process..., Cross-functional Team..., Data Analysis, Team Building, Integration, Access, Requirements Analysis, Microsoft Office, Analysis, Budgets, Microsoft Excel, Project Planning, Energy, Testing, Engineering, Troubleshooting, Policy
Education
The University of Texas at Austin 1974 — 1980
BBA, Engineering Management
University of Wisconsin-Madison 1987 — 1987
Engineering Professional Development Certificate, Building Systems - HVAC
Stephen F. Austin High School 1971 — 1974
Martin JHS 1968 — 1971
Principal Financial Group 2011 - Present
Nova 401(k) Associates September 2010 - September 2011
Charles Schwab June 2008 - September 2010
The 401(k) Company April 2007 - June 2008
The 401(k) Company April 2004 - April 2007
The 401(k) Company August 1999 - April 2004
Skills
Retirement, 401k, Retirement Planning, Defined Benefit, Marketing, Pensions, Strategic Planning, Financial Services
Education
St. Edward's University 1995 — 1999
BA, Political Science
Parker Drilling Company May 2007 - Present
The 401(k) Company November 2004 - February 2006
Reliant Energy March 2000 - July 2004
Administaff June 1997 - March 2000
Skills
Corporate Contracts, Litigation, Records Management, Newsletter Production, Research, FCPA, Litigation Management, Corporate Governance, Legal Writing, Document Review, Legal Research, Arbitration, Legal Issues, Employment Law, Commercial Litigation, Litigation Support, Corporate Law, Legal Documents
Education
Southwestern Paralegal Institute 1986 — 1987
Certificate, American Bar Association approved curriculum, A
Rice University
Society for Human Resource Management program
The University of Texas at Austin
Bachelor's degree, History
Trinity University
Dell, Inc April 2011 - Present
Dell, Inc April 2010 - April 2011
Dell, Inc February 2004 - April 2010
Dell Financial Services, LLC August 2002 - February 2004
XLR8 Technology August 2001 - May 2002
The 401k Company April 2001 - August 2001
LoanFirst Technologies October 2000 - April 2001
UpLink Corporation October 1999 - October 2000
Skills
Manual Testing, Test Automation, Test Estimation, Risk Analysis, Requirements Analysis, Root Cause Analysis, Process Improvement, Metrics Analysis, Metrics Reporting, Test Management, Test Leadership, People Management, Resources Planning, Enterprise Integration..., Test Data Analysis, Testing, IBM Optim, VBScript, HTML, XML, XSLT, C#, VBA, Analysis, Quality Assurance, LoadRunner, System Testing, Regression Testing, Test Planning, Test Strategy, Software Documentation, Quality Center, Management, Microsoft SQL Server, Oracle, Leadership, Web Services, Defect Tracking, Organizational..., Public Speaking, HP Quality Center
Education
The University of Texas at Austin 1985 — 1991
Government, Government/English
Robert E. Lee High School (San Antonio, Texas) 1981 — 1985
General Studies, Academics/ROTC
Pensionmark Financial Group July 2012 - Present
ASSURE Financial Services May 2010 - July 2012
LS Retirement Services, Member Firm of National Retirement Partners January 2010 - May 2010
UBS Financial Services April 2006 - January 2010
The 401(k) Company June 1995 - October 2005
Plan Data, Inc. October 1991 - June 1995
Skills
401k, Retirement Plan..., Investments, IRAs, Retirement Planning, Retirement, Investment Advisory, Mutual Funds, Financial Advisory, ERISA, Defined Contribution, Defined Benefit, Pensions, Investment Management, Asset Allocation, Estate Planning, Business Planning, FINRA, Financial Services, Securities, Series 6, Series 7, Series 63
Education
The University of Texas at Austin - Red McCombs School of Business 1983 — 1985
MBA, Finance and Accounting
Trinity University 1978 — 1982
Bachelor of Science in Business Administration, Marketing, Management
OneAmerica December 2003 - November 2013
Pan American Life May 2003 - December 2003
MBM Advisors November 2001 - March 2003
The 401(k) Company July 1999 - November 2001
Skills
401k, Employee Benefits, Mutual Funds, Retirement, Retirement Planning, Series 6, Insurance
Education
The University of Texas at Austin 1992 — 1998
History, Government, French
Cigna April 2015 - Present
CIGNA December 2012 - Present
CIGNA January 2012 - December 2012
CIGNA January 2011 - January 2012
CIGNA June 2009 - January 2011
The 401(k) Company May 2008 - August 2008
Skills
Database Administration, Unix Administration, Data Analysis, Visio, SQL, Requirements Analysis, SDLC, Systems Analysis, Access, Microsoft SQL Server, Business Analysis, Visual Basic, DB2, SharePoint, Oracle, Process Improvement, Software Documentation, Data Warehousing, IT Strategy, Agile Methodologies, Informatica, Scrum, Databases, Requirements Gathering, ETL
Education
The University of Texas at Austin - Red McCombs School of Business 2006 — 2009
Bachelors, Management Information Systems
The University of Texas at Austin
Managment Information System
Charles Schwab March 2011 - Present
TEXAS DEPARTMENT OF STATE HEALTH SERVICES February 2010 - March 2011
TEXAS DEPARTMENT OF STATE HEALTH SERVICES June 2009 - December 2009
Austin Independent School District May 2009 - May 2009
THE 401K COMPANY March 2004 - February 2009
CHAMPION CHEVROLET June 2003 - March 2004
Texas Guaranteed Student Loan August 1994 - January 1999
Skills
Servers, Visio, Databases, Networking, Operating Systems, Security, Technical Support, Troubleshooting, Hardware, System Deployment, Software Installation, Windows
Education
The University of Texas at Austin 1990 — 1992
Austin Community College
The University of Texas at Austin
CAbi Clothing January 2014 - Present
AMD April 2013 - Present
BAE Systems September 2001 - February 2012
The 401(k) Company February 2001 - September 2001
The 401(k) Company May 1998 - February 2001
Skills
Crossfit Certified..., Crossfit Olympic..., CrossFit, Employee Benefits, Benefits Administration, Vendor Management, HRIS, Human Resources, PeopleSoft, Deferred Compensation, Management, Leadership, Analysis, Employee Relations, Program Management, Executive Pay, Project Management, Process Improvement, Business Process..., Performance Management
Education
The University of Texas at Austin - Red McCombs School of Business 2005 — 2007
MBA
The University of Texas at Austin 1992 — 1996
Bachelor of Science, Mathematics
Revenue Cycle Billing February 2015 - Present
Recruit Veterans May 2014 - February 2015
University of St Augustine July 2012 - May 2014
YMCA 2004 - June 2013
e-MDs 2007 - 2012
Scott & White Healthcare – Williamson County, Round Rock, Texas 2006 - 2007
Cornerstone Hospital of Austin & Central Texas 2004 - 2006
The 401(k) Company 1999 - 2004
Education
The University of Texas at Austin 1983 — 1992
Bachelor of Arts (B.A.), English/Speech
The University of Texas at Austin 1983 — 1992
Bachelor of Arts (B.A.), English Language and Literature/Letters
Apple Inc. May 2006 - Present
self employed 2007 - 2011
The 401(k) Company February 2005 - May 2006
The 401(k) Company March 2004 - February 2005
Skills
Accounting, Process Improvement, Excel, General Ledger, Documentation, Process Engineering, Accounts Receivable, Quickbooks, SAP, GAAP, Tax, Revenue Recognition, Financial Accounting, Reconciliation, Problem Solving, Account Reconciliation, Analysis, Microsoft Excel, Software Documentation, Management, Finance, Team Leadership, QuickBooks
Education
Austin Community College 2001 — 2004
Accounting
The University of Texas at Austin 1996 — 2000
B.A., Mathematics
SundogIT, Inc. May 2013 - Present
Army National Guard March 2011 - Present
Keller Williams Realty Fox Valley March 2011 - December 2011
Nicor Gas May 2010 - February 2011
Southwest Housing Compliance Corporation January 2009 - February 2010
The 401(k) Company 2006 - 2007
Blackstar Co-op 2006 - 2007
The 401(k) Company April 2006 - December 2006
The 401(k) Company April 2006 - December 2006
Laboratory Corporation of America July 2005 - April 2006
Skills
Performance Management, Training, Sales, Human Resources, Management, Series 6, Customer Service, Strategic Planning, Call Centers, Interviews, Leadership, Team Leadership, Time Management, Microsoft Excel, Process Improvement, Team Building, Public Speaking, Project Management
Education
Texas State University 2006 — 2008
Bachelor's degree , Communication, General
Texas State University 2005 — 2008
Bachelor of Arts, Communication Studies
Denver Business College 1995 — 1996
Associate's Degree, Business and Accounting
American Funds December 2013 - Present
The Standard June 2010 - November 2013
Principal Financial Group February 2008 - June 2010
MFS Investment Management April 1995 - February 2008
Guaranty Federal Bank January 1993 - April 1995
The 401(k) Company October 1991 - January 1993
Skills
401k, Retirement, Series 7, Plan Design, ERISA, Investments, Pensions, Compliance, Retirement Planning, Retirement Services, Defined Benefit, Profit Sharing, Series 66, series 26, Mutual Funds, Asset Allocation
Education
The University of Texas at El Paso 1986 — 1990
B.S., Biology
Airrosti Rehab Centers June 2010 - Present
Stephanie Malone {Design} 2007 - Present
Charles Schwab 2008 - 2010
The 401(k) Company July 2006 - June 2008
The 401(k) Company July 2003 - July 2006
The 401(k) Company July 2001 - July 2003
Handtech March 1999 - May 2001
Skills
Marketing Communications, Budgets, Advertising, Public Relations, Social Media, Social Media Measurement, Graphic Design, Photoshop, Corporate Branding, InDesign, Management, Copywriting, Marketing, Start-ups, Strategic Communications, Strategic Planning, Web Design, Strategy, Art Direction, Editing, Leadership, Marketing Strategy, Business Development, Creative Direction, Training, Project Management, Email Marketing, Brand Development, Corporate Identity, Online Marketing, Newsletters, Creative Strategy, Social Networking, Event Planning, SEO, Blogging, Event Management, WordPress, Press Releases, Brand Management
Education
The University of Texas at Austin 1994 — 1999
Bachelor of Arts (B.A.), English Language and Literature, General
Advanced Micro Devices June 2006 - Present
Computer Sciences Corp May 2003 - June 2006
Motorola June 2001 - May 2003
Motorola May 1996 - May 2001
Plasma and Materials Technologies January 1996 - May 1996
Intelliquest July 1994 - December 1995
The 401(k) Company June 1993 - April 1994
Skills
Resource Management, SAP, Operations Management, Budgets, Recruiting, Purchasing, Asset Managment, Plannning, Program Management, Cross-functional Team..., Semiconductors, Vendor Management, Product Management, Process Improvement, Project Planning, Product Engineering, Engineering, Manufacturing, Hardware Architecture, SoC, Testing, Start-ups, Processors, Strategy, Business Process..., Test Engineering, Six Sigma, Engineering Management, Debugging, Management, Electronics, Asset Management, Microprocessors
Education
The University of Texas at Austin 1987 — 1992
MA
The University of Texas at Austin 1983 — 1986
BA
Eastern New Mexico University 1982 — 1983
Univision Networks May 2010 - Present
Simmons Media September 2004 - April 2010
Highline Data August 2003 - July 2004
The 401k Company September 2002 - August 2003
Skills
Accounting, Accounts Payable, Accounts Receivable, Month End Close, Close Attention to..., Fast Learner, Highly Dedicated, Intelligent, Friendly Personality, Creative thinker, Musician
Education
University of Houston 2010 — 2013
Master of Business Administration (M.B.A.), Certificate in Data Analysis, 4.0 GPA
The University of Texas at Austin 1998 — 2002
Bachelor of Business Administration (B.B.A.), Finance, General
PIMCO April 2013 - Present
401(k) Advisors August 2003 - February 2012
The 401(k) Company January 2002 - July 2003
QUP, an S1 Company January 2000 - September 2001
Skills
Proposal Writing, Copy Editing, Creative Direction, Copywriting, Marketing Communications, Press Releases, Marketing, 401k, Brand Development, Editing, Newsletters, Public Relations, Trade Shows
Education
St. Edward's University
B.A., Communication
The Hockaday School, Dallas, TX
Nationwide Financial August 2012 - Present
Nationwide Financial April 2004 - August 2012
The 401(k) Company 2001 - 2006
The 401k Company September 2001 - April 2004
@Outcome August 1999 - May 2001
Skills
ClearQuest, ClearCase, SQL, Quality Center, Rational Team Concert, CSS, Eclipse, RUP, Visio, Agile Testing, Test Analysis, Test Execution, Test Estimation, Software Quality..., Defect Tracking, Black Box Testing, Test Coordination, Test Designing, Test Effort Estimation, Defect Life Cycle, Static Testing, Agile Methodologies, Test Driven Development, Pair Programming, Test Planning, SDLC, Test Automation, Testing, Waterfall, Manual Testing, Quality Assurance, Release Management, Requirements Analysis, Business Analysis, Process Improvement, User Acceptance Testing
Education
St. Edward's University 1997 — 2000
Bachelor's Degree, Computer and Information Sciences, General
NEPC May 2012 - Present
Hewitt EnnisKnupp December 2006 - May 2012
The 401(k) Company August 2000 - December 2006
Risk 100 January 2000 - August 2000
Skills
Pensions, HR Consulting, Investment Advisory, Financial Advisory, Institutional Clients, Risk Management, Institutional..., Defined Benefit, Alternative Investments, Securities, Leadership, Investment Strategies, Portfolio Management, Asset Allocation
Education
University of Phoenix 2004 — 2006
Masters, Business Administration
University of California, San Diego 1991 — 1994
BA, Economics
Nova 401(k) Associates April 2011 - Present
Principal Financial Group January 2008 - April 2011
MassMutual Financial Group September 2004 - January 2008
U.S. Army Reserve February 1993 - November 2005
Madison Benefits Group, Inc. June 2002 - September 2004
Pan-American Life Insurance Company December 2000 - June 2002
The 401(k) Company May 1999 - December 2000
US Army November 1988 - February 1993
Skills
401k, Retirement, Defined Benefit, ERISA, Pensions, Retirement Plan..., Retirement Planning, Profit Sharing, Series 63, Series 7, Employee Benefits, Series 6, Business Planning, Mutual Funds, Financial Advisory, Qualified Retirement...
Education
The University of Texas at Austin 1996 — 1999
B.A., Economics
North Dakota State University 1993 — 1996
Pharmacy
Defense Language Institute
Spanish
www.WaltTollefson.com March 2001 - Present
The 401K Company January 1990 - January 2005
US Army Corps of Engineers, Europe April 1984 - April 1987
Education
United States Military Academy at West Point 1978 — 1982
Bachelor of Science (B.S.), Mechanical Engineering
Chesterton High School 1974 — 1978
Charles Schwab April 2007 - Present
The 401(k) Company June 1998 - April 2007
Skills
Requirements Analysis, Agile Methodologies
Education
Southwest Texas State University
Bachelor of Business Administration (BBA), Marketing
Superior Health Plan Inc May 2015 - Present
EZCORP November 2012 - February 2015
Seton Family of Hospitals September 2010 - November 2012
Seton Healthcare Family October 2008 - September 2010
Seton Healthcare Family January 2007 - October 2008
the 401K Company September 2006 - January 2007
the 401K company February 2004 - August 2006
Skills
Financial Analysis, Strategic Financial..., budgeting, Financial Reporting, hyperion reporting, healthcare finance, Financial Accounting, account reconcilliation, Financial Systems, Microsoft Applications, Microsoft Office, Capital Project Planning, Budgets, General Ledger, Budgeting, Financial Planning, Process Improvement
Education
University of Mumbai 1989 — 1993
Bachelors in Business Administration, Accounting and Finance
Los Angeles Capital Management April 2005 - Present
Los Angeles Capital Management January 2010 - December 2010
Los Angeles Capital Management April 2005 - December 2009
First Quadrant August 1999 - April 2005
The 401(k) Company February 1998 - July 1999
IKON Office Solutions May 1997 - February 1998
Skills
Hedge Funds, Relationship Development, Equities, Portfolio Management, Fundamental Research, Quantitative Finance, Quantitative Modeling, Inter-personal, Financial Modeling, Equity Research, Valuation, Asset Managment, Bloomberg, Finance, Quantitative Analytics, Trading, Asset Management, Asset Allocation, SAS, Securities, VBA, Alternative Investments, Research, Fixed Income, Mutual Funds, Investment Banking, Investments, Capital Markets, Matlab, Analysis, Financial Analysis, Investment Strategies, Trading Strategies, Emerging Markets, Investment Management, Strategy
Education
SYMMYS 2012 — 2012
Advanced Risk & Portfolio Management Bootcamp
University of Southern California - Marshall School of Business 1999 — 2001
MBA, Finance, Business Strategy
Texas State University 1992 — 1996
BA, Finance
ERISA Consulting Group, L.L.C. March 2009 - Present
Charles Schwab & Co. May 1996 - September 2008
The 401(k) Company 1996 - 2008
Skills
Securities, 401k, ERISA, Defined Contribution, Retirement Plan..., Qualified Retirement..., Pensions, Retirement, Defined Benefit, Profit Sharing, Retirement Planning
Education
South Texas College of Law 1991 — 1995
Austin College 1982 — 1987
B.A., Business Administration
University of Arizona 1982 — 1985
Animal Sciences
Spring Branch
Personify Corp April 2014 - Present
PMB Helin Donovan February 2013 - April 2014
PMB Helin Donovan March 2012 - February 2013
Neopost Software & Integrated Solutions November 2009 - March 2012
Troux Technologies June 2008 - July 2009
The 401(k) Company July 2006 - December 2007
Skills
Accounting, Financial Statements, Financial Reporting, Fixed Assets, Forecasting, Internal Controls, General Ledger, Financial Analysis, Payroll, Team Building, Revenue Recognition, US GAAP, QuickBooks, CPA, Employee Benefits, Mergers, Consolidation, Hyperion Enterprise, ADP Payroll, Microsoft Excel, Operations Management, Corporate Budgeting, Mentoring Of Staff, Finance
Education
The University of Texas at Austin 1994 — 1997
BA, Asian Studies, Business Minor, with Honors
Microsoft February 2014 - May 2015
Rub Truck LLC- Mobile Massage Experience September 2013 - December 2014
Microsoft December 2012 - February 2014
Microsoft June 2009 - December 2012
Microsoft 2006 - 2009
University of Texas, McCombs School of Business 2006 - 2006
The 401(k) Company 2005 - 2006
Watson Wyatt Worldwide (HR Benefits Consulting) 2005 - 2005
Skills
Business Strategy, Cross-functional Team..., Business Analysis, Forecasting, Marketing, Customer Experience, Product Management, Project Management, Entrepreneurship, Product Development, SharePoint, Business Intelligence, Enterprise Software, SaaS, Program Management, Competitive Analysis, Agile Methodologies, Management
Education
The Johns Hopkins University 2015 — 2016
Post-baccalaureate Premedical Program
The University of Texas at Austin - The Red McCombs School of Business
Bachelor of Business Administration (BBA), Business Honors, Finance, Mathematics (Actuarial Science)
Charles Schwab January 2015 - Present
Transamerica Retirement Solutions October 2013 - January 2015
Dell October 2009 - October 2013
Transamerica Retirement Solutions April 2008 - October 2009
The 401(k) Company July 1999 - April 2008
Skills
401k, Compliance, Benefits, Employee Benefits, Retirement, Investments, ERISA, Defined Benefit, Asset Allocation, Asset Management, Deferred Compensation, Financial Services, Management, Mergers, Pensions, Retirement Planning, Strategy
Education
St. Edward's University 2006 — 2007
BBA, Business Management
Cushion Employer Services March 2014 - January 2015
Ajilon September 2008 - July 2013
The 401(k) Company 2005 - 2007
Skills
Performance Management, Employee Benefits, Cost Analysis, Talent Management, Policy, HR Strategy, FMLA, Mergers, Employee Relations, Compensation, Benefits Administration, Benefits, HR Policies, Talent Acquisition, Organizational..., Workforce Planning, Compliance, Conflict Resolution, Process Improvement, Interviewing, Change Management, Coaching, Hiring, Strategic Planning, Payroll, Onboarding, Performance Appraisal, Workers Compensation, Problem Solving, Outlook, Customer Service, College Recruiting, Applicant Tracking..., Recruiting, Deferred Compensation, Personnel Management, Interviews, Human Resources, Leadership, Management, New Hire Orientations, Training, Team Building
Education
Pace University
Bachelor's degree, Business Administration and Management, General
Tekmos December 2014 - Present
Boy Scouts of America - Capitol Area Council November 2006 - Present
Tekmos March 2014 - December 2014
Centro de Superación Sí Se Puede September 2011 - November 2011
St. Edward's University August 2007 - May 2011
The 401(k) Company July 2003 - June 2007
Skills
Administration, Clerical Skills, Critical Thinking, Decision Making, Problem Solving, Management, Volunteer Management, Membership Recruitment, Non-profits, Community Outreach, Community Service, Youth Programs, Youth Mentoring, Team Leadership, Team Building, Teamwork, Peacekeeping, Attention To Detail, Organizing, Scheduling, Data Entry, Bilingual-Spanish, English, Spanish, Microsoft Office, PowerPoint, Access, Boy Scouts, Camping, Sports, Always Willing to Learn, Communication, Microsoft Word, Microsoft Excel, Process Scheduler, Recruiting, QuickBooks, Public Speaking, Keen Listener, Leadership, Training, Outlook, Entrepreneurship, Strategic Planning, Project Planning, Event Planning, Nonprofits, Project Management, Program Management, Situational Leadership
Education
St. Edward's University 2007 — 2011
B.B.A., Business Administration
San Juan Diego Catholic High School 2004 — 2007
Advanced High School Diploma and 4 year Corporate Work Study Program Experience
Ascende February 2014 - Present
ADP October 2008 - February 2014
Milliman 2004 - 2006
The 401(k) Company 2001 - 2003
Skills
Investments, 401k, Defined Benefit, Pensions, Retirement, Deferred Compensation, Retirement Planning, ERISA
Education
The University of Texas at Austin 1986 — 1992
Jesuit College Prep Dallas
Weems & Robertson August 2009 - Present
Charles Schwab April 2007 - August 2009
The 401(k) Company May 1996 - April 2007
Skills
Asset Allocation, Investment Policy..., RFP, RFI, 401k, Retirement, Investment Advisory, Mutual Funds, Pensions, Investments, Investment Management, Investment Strategies, Alternative Investments, Series 7, Retirement Plan..., Series 63, Asset Managment, Defined Benefit, Portfolio Management, Retirement Planning, Institutional..., Qualified Retirement...
Education
CFA Institute 1996 — 1999
Chartered Financial Analyst (CFA), Investments
The University of Texas at Austin 1990 — 1996
BBA/BA, Finance, Spanish
Enterprise Products July 2013 - Present
Schwab Retirement Plan Services November 2004 - July 2013
The 401(k) Company June 1994 - November 2004
Skills
401k, Retirement, ERISA, Retirement Plan..., Defined Benefit, Deferred Compensation, Profit Sharing, Retirement Planning, Business Planning, Defined Contribution, CRM, Plan Design, Client Relationship..., Pensions, Qualified Retirement...
Education
Texas A&M University
BBA, Finance
Transamerica Retirement Solutions August 2011 - Present
Diversified Investment Advisors to Diversified Partners in Retirement Solutions August 2011 - March 2013
Charles Schwab July 2000 - July 2011
The 401(k) Company July 2000 - July 2011
The 401(k) Company July 1996 - July 2000
Plan Data, Inc. 1992 - 1996
Jefferson Pilot Financial 1990 - 1992
Skills
401k, Retirement Plan..., ERISA, Profit Sharing, Retirement, Defined Benefit, Pensions, Defined Contribution, Qualified Retirement..., Series 63, Retirement Planning, Series 6, Pension Administration, Employee Benefits, Asset Allocation, Mutual Funds
Education
Guilford College 1987 — 1990
BA, Business Administration, minor in Accounting
Charles Schwab March 2014 - Present
Charles Schwab December 2011 - March 2014
Charles Schwab May 2008 - December 2011
The 401(k) Company May 2003 - May 2008
The 401(k) Company November 1997 - May 2003
Skills
Management, CRM, Business Planning, Strategic Planning, Sales
Education
Franklin University
Bachelor of Science (B.S.), Business Administration
Trinity High School
Charles Schwab March 2013 - Present
Charles Schwab March 2007 - March 2013
The 401(k) Company March 1997 - March 2007
Skills
Process Improvement, Financial Analysis, Strategic Planning, Strategic Financial..., Relationship Management, Project Management, 401(k), 401k, Asset Allocation, Business Analysis, Business Strategy, Defined Benefit, ERISA, Employee Benefits, FINRA, Investment Advisory, Investments, Management, Mergers, Mutual Funds, Pensions, Retirement, Retirement Planning, Securities, Series 63
Education
The University of Texas at San Antonio 1988 — 2001
Bachelor of Arts (B.A.), Urban Sciences
Angelo State University 1987 — 1988
Transamerica Retirement Solutions October 2013 - Present
Tampa Bay Lightning February 2013 - October 2013
ASPire Financial Services, LLC February 2011 - February 2013
The Newport Group August 2009 - December 2010
Fidelity Investments September 2007 - March 2009
Invesmart 2001 - 2007
The 401(k) Company 1996 - 2001
Ameriprise Financial 1988 - 1995
Skills
Series 7, Retirement Planning, Pensions, New Business Development, Banking, Relationship Management, Asset Allocation, Project Management, Investment Advisory, Finance, Strategic Financial...
Education
Drake University 1981 — 1985
Bachelor of Arts, Journalism
Charles Schwab April 2007 - Present
The 401(k) Company January 2007 - April 2007
The 401k Company January 2005 - January 2007
Invesmart 2001 - 2004
Skills
401k, Defined Benefit, Mutual Funds, Retirement, Retirement Planning, ERISA, Financial Services, Pensions, Employee Benefits, Project Management, Management, Relationship Management, Process Improvement, Asset Management
Education
St. Edward's University 1999 — 2001
BBA, Management
South Austin Appliance Repair May 2013 - Present
Charles Schwab September 2000 - Present
The 401(k) Company June 1998 - September 2000
TECOM, Inc. January 1996 - June 1998
Skills
Collateral, 401k, Investments, Mutual Funds, Project Management, Retirement, Retirement Planning, Strategic Planning, Marketing, Marketing Communications, Coaching, Staff Development, PowerPoint, Internal Communications, Copywriting
Education
St. Edward's University 1991 — 1995
BA, Marketing
Capson Physicians Insurance Company January 2011 - Present
Hendrickson High School Cheer Boosters August 2008 - June 2010
Schwab Retirement Plan Services Company (formerly The 401(k) Company) April 2007 - June 2010
The 401(k) Company June 1994 - April 2007
American Express Financial Services (now Ameriprise Financial) October 1988 - June 1994
Skills
Professional Liability, Insurance, Salesforce.com, Process Improvement, Strategic Planning, Risk Management, Underwriting, Retirement, Marketing, 401k, Customer Service, Financial Analysis, Management, Commercial Insurance
Education
The University of Texas at Austin - Red McCombs School of Business 1984 — 1987
Bachelor of Business Administration, Marketing
Schwab Retirement Plan Services May 2013 - Present
Schwab Retirement Plan Services April 2007 - April 2013
The 401(k) Company January 2004 - March 2007
Skills
Hold Series 7
Education
University of California, Berkeley 1994 — 1996
Bachelor of Arts (B.A.), English Language and Literature/Letters
Camber Corporation February 2013 - Present
Philips October 2010 - October 2012
Philips March 2009 - October 2010
Pulte Homes September 2005 - December 2008
Pegasus Solutions, Inc. October 2003 - September 2005
The 401k Company July 2002 - October 2003
Sears April 2000 - July 2002
EDS February 1997 - April 2000
Skills
Project Management, Organization, Project Planning, Customer Support, Process Improvement, Interpersonal..., Communication Skills, Business Analysis, Team Leadership, Requirements Gathering, Testing, Requirements Analysis, Test Cases, Test Execution, SDLC, Technical Writing, Quality Assurance, SharePoint
Education
Southwest Texas State University
BS, Psychology, Biology
Advantage Austin Properties, Inc. January 2001 - Present
Charles Schwab / The 401k Company April 2002 - January 2015
The 401k Company March 2002 - April 2007
Avaya 1996 - 2002
Texas Guaranteed Student Loan January 1995 - January 1997
GC Services 1991 - 1995
Skills
Management, Real Estate, Telecommunications, Leadership, SDLC, Process Improvement, Vendor Management, Sellers, Visio, Asset Management, Avaya, Call Centers
Education
Texas State University 1984 — 1989
BBA, Finance
Texas State University 1984 — 1988
Bachelor of Business Administration (BBA), Finance, General
Texas State University 1984 — 1988
Bachelor of Business Administration (BBA), Finance
Dell July 2013 - Present
Dell December 2011 - June 2013
Charles Schwab April 2007 - August 2011
The 401(k) Company April 2006 - April 2007
Hewitt Associates June 1997 - April 2006
Skills
Plan Design, Investments, Pensions, Administration, 401k, Retirement, Customer Relations, Benefits Administration, Problem Solving, Process Improvement, Excel, Word, Microsoft Office, Account Management, Customer Service, Strategic Planning, Change Management, Team Building, Operations Management, Outlook, Financial Analysis, Budgeting, PowerPoint, Forecasting, New Business Development, Vendor Management, Contract Negotiation, Insurance, Leadership, Business Planning, Defined Contribution, Coaching, Budgets, Microsoft Excel, Retirement Planning, CRM, Series 63
Education
Southwestern University 1993 — 1997
Business Administration and Economics
Charles Schwab 2012 - Present
Schwab Retirement Plan Services Company September 2007 - September 2012
The 401(k) Company July 2006 - September 2007
Frost National Bank October 2003 - July 2006
International Controls January 1996 - January 2003
Skills
Series 63, Investments, Retirement, 401k, Client Services, Relationship Management, ERISA, Defined Benefit, Defined Compensation, Business Planing, Profit Sharing, Retirement Planning, Qualified Retirement...
Education
Texas A&M University - Mays Business School 1998 — 2003
Bachelors, Finance
Bridgepoint Consulting, LLC 2011 - Present
Four Points Basketball Association 2010 - Present
Bazaarvoice 2009 - 2011
Convio 2007 - 2009
The 401(k) Company 2004 - 2007
The University of Texas Golf Club 2003 - 2004
Twin Creeks Country Club 2002 - 2003
Austin Country Club 2001 - 2002
Frank Russell Company 1995 - 2000
Boeing 1990 - 1995
Skills
Accounting, Adaptive Planning, ADP Payroll, Advantage Fee Billing, Budgeting, Controller, Excel, Financial Analysis, Financial Planning, Forecasting, FRX, FRX Forecaster, Hyperion Pillar, Jonas, NetSuite, PowerPlay, Accounts Payable, Analysis, Budgets, Finance, Financial Modeling, Microsoft Excel, Plannning, Process Improvement, Strategic Financial..., Hyperion Planning, Financial Reporting, Planning, Management
Education
Seattle University 1991 — 1993
MBA
Western Washington University 1986 — 1989
BA, Finance
The 401(k) Company May 2006 - Present
Charles Schwab 2006 - Present
Education
Sam Houston State University 1997 — 2005
Texas A&M University 1999 — 2003
Black Duck Software August 2008 - Present
Black Duck Software May 2013 - October 2014
Office of the Comptroller of the Currency November 2006 - July 2007
FDIC May 2006 - November 2006
USDA February 2005 - February 2006
First Union National Bank September 2004 - July 2005
USDA June 2004 - February 2005
Zone Trading October 2003 - January 2004
Joule Software June 2003 - October 2003
The 401(k) Company January 2003 - April 2003
Education
University of Cincinnati College of Business 1982 — 1988
QSI NextGen Healthcare August 2014 - Present
Lone Star Circle of Care July 2014 - August 2014
Centex System Support Services September 2010 - May 2014
Charles Schwab September 2009 - May 2010
e-MDs July 2000 - February 2008
The 401K Company 1998 - 2000
The Good Guys 1994 - 1998
Skills
EHR, SQL, Healthcare Information..., XML, Databases, EMR, Microsoft SQL Server, Process Improvement, C#, Software Development, .NET, Integration, NextGen, Troubleshooting, Customer Service, Small Business, Template Creation, Visual Studio, Software Documentation, Windows, Crystal Reports, Business Analysis, Visio, SDLC, SharePoint, Software Project..., Agile Methodologies, Access, Quality Assurance, Project Management, Software Implementation, Requirements Analysis, Scrum, Subversion, Unix
Education
Texas State University-San Marcos 1984 — 1987
MS, Computer Science
University of North Carolina at Greensboro 1972 — 1976
BA, Biology
Walter Hines Page High School
The 401(k) Company
Skills
Life Coaching, Published Author, Educator
Education
Bryant & Stratton College 1975 — 1979
Perot Investments Inc April 2010 - Present
The Perot Group March 2009 - March 2010
Parkcentral Capital Management August 2006 - January 2009
The 401(k) Company 1999 - 2006
The 401k Company 1999 - 2006
AIM Management 1994 - 1999
Skills
Securities, Mutual Funds, ERISA, Investment Advisory, 401k, Investments, Pensions, Retirement, Alternative Investments, Defined Benefit, Investment Management, Risk Management, Asset Allocation, Insurance, Financial Analysis, Process Improvement
Education
Houston Baptist University 1992 — 1994
BBA Accounting and BBA Business Administration, Accounting and Business/Management
Houston Baptist University
BBA
The Make-A-Wish Foundation of Oklahoma January 2007 - Present
Dell February 2006 - December 2006
Nonna's & Painted Door December 2002 - February 2005
Renaissance Downtown Hotel Oklahoma City October 1999 - December 2002
Nonna's & Painted Door January 1998 - October 1999
The Westin Hotel Oklahoma City November 1996 - January 1998
The 401(k) Company September 1995 - November 1996
American Airlines October 1985 - September 1995
Education
University of Central Oklahoma 1979 — 1982
OptumInsight 2003 - Present
American Color March 2003 - October 2003
The 401(k) Company May 1999 - June 2002
Pegasus Solutions 1993 - 1999
United States Air Force January 1980 - December 1992
Skills
Database Design, Microsoft SQL Server, T-SQL, Databases, Oracle, SSIS, SSRS, Business Analysis, C#, Business Intelligence, Data Modeling, Data Warehousing, SDLC, System Administration
Education
Park University 1987 — 1990
Bachelor of Science, Computer Science
Charles Schwab April 2008 - July 2010
The 401(k) Company December 1998 - April 2008
Education
Texas State University 2002 — 2004
MBA, Finance
California Baptist University 1995 — 1998
The 401(k) Company November 2005 - September 2009
The Braver Group October 2001 - May 2002
Education
Emerson College 2000 — 2001
Masters, Global Marketing Communications & Advertising
Rivier College 1996 — 2000
Bachelor, French and Communications Public Relations
The 401k Company 2000 - 2008
The 401k Company 2000 - 2008
The 401k Company 2000 - 2008
Global 1998 - 2000
Education
Bradley University 1987 — 1992
BA, International Studies/German
Standard Retirement Services January 2008 - July 2012
The 401(k) Company February 2000 - January 2008
Charles Schwab 2005 - 2008
Education
The University of Texas at Austin 1995 — 1998
BBA, Finance, Economics
Retail Solutions December 2011 - January 2014
Keller Williams Realty December 2009 - March 2011
Insight International Property Advisors October 2007 - January 2010
Lyon Real Estate August 2005 - October 2007
DELL, INC March 2003 - August 2005
NetSpend Corporation September 2001 - March 2003
NASA/UNIVERSITY OF TEXAS August 2000 - May 2001
The 401(k) Company February 1998 - May 1999
Skills
Real Estate, Investment Properties, Selling, Marketing, Negotiation, Commercial Real Estate, Sellers, Real Estate Transactions, Investments, Online Advertising, Sales, Contract Negotiation, Investors, Market Analysis, Buyer Representation, Brokerage, Real Estate Development, Foreclosures, Buyers, Property, Short Sales, Leases, Listings
Education
THE UNIVERSITY OF TEXAS AT AUSTIN 1999 — 2001
Master of Arts, Advertising
Universidade Federal de Minas Gerais 2000 — 2000
Portuguese, Advanced Portuguese
ST. EDWARD'S UNIVERSITY 1994 — 1997
Bachelor, Business Administration; Business Management
Dimensional Fund Advisors September 2013 - Present
Charles Schwab October 1999 - September 2013
Charles Schwab June 2005 - January 2009
The 401(k) Company October 1999 - April 2007
Stratagene August 1998 - October 1999
Skills
Mutual Funds, Series 7, Retirement, Investment Advisory, Investments, Retirement Planning, Securities, Financial Services, Wealth Management, Portfolio Management, Asset Allocation, Strategic Financial..., Relationship Management, Asset Managment, Series 63, 401k, Process Improvement, Employee Benefits, Equities, Project Management, Pensions
Education
The University of Texas at Austin 1993 — 1998
BS, Molecular Biology
RBVHS
SaleAMP October 2014 - Present
SaleAMP December 2013 - October 2014
SaleAMP, Inc. June 2011 - December 2013
Ambiente Wine Importing Co Inc. 2009 - June 2011
Charles Schwab 2004 - 2009
The 401(k) Company 2002 - 2004
American Cancer Society 2001 - 2002
The 401(k) Company 2000 - 2002
Skills
Copywriting, Social Media Marketing, Facebook, Microsoft Excel, Google Analytics, Marketing, SEO, SEM, Marketing Communications, PPC, Facebook Marketing, Copy Editing, Editing, Strategic Planning, Social Media, Advertising, Marketing Strategy, Microsoft Office, Project Management, Email Marketing, Salesforce.com, Account Management, Customer Service, CRM, Product Marketing, Online Advertising, Online Marketing, Google Adwords, Lead Generation, Omniture, Digital Marketing, Analytics, Management, Web Analytics
Education
Michigan State University 1996 — 2000
BA, English (Economics, Journalism)
St. Stephen's Episcopal High School 1992 — 1996
Bradford Airport Logistics February 2004 - Present
UPS October 2003 - February 2004
The 401(k) Company February 2001 - October 2002
The Service Center, Ltd. 2000 - 2001
Skills
ColdFusion, SDLC, Web Applications, Application Development, Application Design, Requirements Gathering, Waterfall, Fusebox, Intranet, Systems Analysis, Business Analysis, Deployment, ASP, MIS, Web Project Management, Requirements Analysis, Databases, Access, Integration, WebTrends, RAD, Business Requirements, CMS, Visio, Custom Software..., Application Architecture, Database Design, SQL, Portals, E-commerce, Business Process, Life Cycle Assessment, Data Modeling, Stored Procedures, Process Development, IT Management, SQL Server, Testing, Project Plans, Release Management, Deliverables, IIS, EDI, Dashboard, Microsoft SQL Server, Web Service Development, XML, Oracle, Software Development, Unix
Education
University of Houston-Clear Lake 2003 — 2004
MBA, Management Information Systems
University of Houston 1996 — 2000
BBA, Management Information Systems
Federal University of Technology Akure 1993 — 1995
Bachelor of Technology (B.Tech.), Urban & Regional Planning
Federal Government College Odogbolu 1988 — 1993
SSCE
NextStep Defined Contribution, Inc. April 2009 - October 2010
BenefitStreet, Inc. January 2008 - April 2009
The 401(k) Company August 1983 - August 2007
Skills
401k, Investments, Investment Strategies, Deferred Compensation, Investment Advisory, Management, Consulting, Portfolio Management, Start-ups, Mutual Funds, Finance, Employee Benefits, Strategic Financial..., Defined Contribution, Pensions, ERISA, Retirement, Series 7, Retirement Planning, Asset Management, Investment Management, Securities, Retirement Plan..., Financial Advisory, Defined Benefit, Due Diligence, Series 63, Wealth, Asset Allocation, Strategy, New Business Development, Business Planning, Financial Services, IRAs, Asset Managment, Wealth Management, Fixed Annuities, Alternative Investments, Financial Planning
Education
Southern Methodist University
BA, Sociology
Parkland Hospital November 2014 - Present
Parkland Hospital July 2014 - November 2014
Parkland Hospital March 2013 - July 2014
Schumacher Group January 2011 - March 2013
Schumacher Group October 2010 - January 2011
Northeast Georgia Medical Center April 2003 - January 2011
The 401(k) Company January 2000 - February 2003
Skills
EMR, Outlook, Medical Records, Medical Coding, Data Entry, Access, Health Information..., Data Analysis, Leadership, HIPAA, Healthcare, Healthcare Management, Hospitals, Team Building, EHR, Revenue Cycle, Microsoft Excel, Customer Service, Microsoft Word, Epic Systems, Physician Relations, Healthcare Industry, Spreadsheets, Healthcare Information...
Education
Texas Woman's University 2014 — 2016
MBA/MHSM, Health Information/Medical Records Administration/Administrator
Texas State University 1991 — 1995
BS, Health Information Management
CBRE November 2014 - Present
The Neiman Marcus Group July 2010 - October 2014
Milliman 2009 - 2010
Milliman 2007 - 2009
Milliman 2005 - 2007
The 401(k) Company 2002 - 2005
Skills
Auditing, Account Reconciliation, Accounting, Employee Benefits, Payroll, Microsoft Excel
Education
Dallas Baptist University 2009 — 2012
Bachelor of Arts and Science (B.A.S), History and Education
Katy High School
BlueLine Rental December 2011 - Present
Accountemps March 2011 - December 2011
CC Mason Elementary PTO 2008 - 2011
The 401(k) Company 2000 - 2005
JI Specialty Services, Inc. 1995 - 2000
JI Companies 1995 - 2000
Skills
Accounting, Accounts Payable, Financial Analysis, Budgets, Financial Reporting, Internal Controls
Education
The University of Texas at San Antonio 1991 — 1994
BBA, Accounting
The University of Texas at Austin 1988 — 1991
Electrical Engineering
Horne LLP February 2011 - Present
Charles Schwab Company (formerly The 401(k) Company April 2007 - December 2009
The 401(k) Company October 1999 - April 2007
The 401(k) Company October 1993 - April 2007
The 401(k) Company October 1993 - October 1999
Texsas Commerce Bank-Austin October 1992 - October 1993
Texas Commerce Bank July 1991 - October 1992
Skills
Customer Service, Financial Analysis, Training, Accounting
Education
New Mexico State University 1980 — 1983
Associates, Secretarial Administration/Word Processing
Maui Jim December 2011 - Present
Head/Penn August 2011 - Present
Prince Sports, Inc. November 2007 - August 2011
Four Seasons Tennis Club November 2006 - November 2007
The 401(k) Company June 2005 - November 2006
Skills
Sports Marketing, Tennis, Sporting Goods, Sports Management, Footwear, Sports, Merchandising, Sales Management, Sales, Brand Management, Apparel, Retail, Trade Shows, Sponsorship, Marketing Strategy, Event Management, Marketing
Education
The University of Texas at Austin 2001 — 2005
Bachelors, Economics
Hewlett-Packard February 2013 - Present
International Paper October 2008 - February 2013
American Achievement Corporation(D/B/A Balfour, ArtCarved Class Rings, Taylor Yearbooks, Keepsake) October 2003 - October 2008
The 401(k) Company August 2000 - October 2003
Electronic Data Systems February 1998 - August 2000
EDS Group 1998 - 2000
Presbyterian Hospital 1994 - 1998
Bank of American January 1990 - January 1991
Skills
Pensions, Deferred Compensation, Retirement, FMLA, Employee Benefits, Benefits Administration, Auditing, ERISA, Defined Benefit, Training
Education
The University of Texas at Austin
BBA, Accounting
Charles Schwab June 2011 - Present
Charles Schwab 2006 - 2011
The 401(k) Company 2001 - 2006
weather channel 1999 - 2001
nokia 1999 - 1999
Computech 1998 - 1999
Computech 1998 - 1999
Skills
Agile, XML, JavaScript, SQL Server, SQL, CSS, jQuery, Visio, Administration, Analysis, ASP, Windows, Software Development, Requirements Analysis, Eclipse, Access, HTML, AJAX, Process Improvement, Application Development, ASP.NET, C#, DHTML, .NET, Web Services, RUP, Web Applications, SDLC, Visual Studio, ADO.NET, JSP, TFS, MVC, Unix, IIS, ASP.NET MVC, XSL, ClearCase, Database Design, SSRS, Web Development, Databases, Crystal Reports, Software Project..., XSLT, Waterfall, Hibernate, PL/SQL, UML, LINQ
Education
Acharya Nagarjuna University 1989 — 1993
Engineering, Mechanical
mahabubia high school, india
Remington Oaks Family Practice November 2013 - Present
Peak Performers, Inc at Texas Comptroller of Public Accounts State Energy Conservation Office April 2013 - August 2013
Williamson County Financial Stability Coalition December 2012 - May 2013
Peak Performers, Inc at Texas Comptroller of Public Accounts State Energy Conservation Office November 2011 - January 2013
Williamson County Financial Stability Coalition December 2011 - May 2012
Round Rock Accounting Forum June 2011 - November 2011
Williamson County Financial Stability Coalition January 2011 - April 2011
Charles Schwab Bank February 2010 - November 2010
Charles Schwab April 2007 - January 2010
The 401(k) Company April 2001 - April 2007
Skills
Accounting, Process Improvement, Internal Controls, ACH, Tax, General Ledger, Positive Pay, Account Reconciliation, QuickBooks, Auditing, Financial Analysis, Management, Program Management, Payroll, Nonprofits, Banking, Forecasting, Financial Statements, Financial Reporting, Sarbanes-Oxley Act, Financial Accounting
Education
The University of Texas at San Antonio 1992 — 1995
Bachelor's, Accounting
TransAmerica February 2014 - Present
Randolph Brooks Federal Credit Union June 2012 - January 2014
Diversified July 2008 - June 2012
Charles Schwab July 2001 - July 2008
The 401(k) Company April 2000 - July 2001
Fidelity Financial Services September 1999 - April 2000
Golfsmith International Inc March 1998 - September 1999
Skills
New Business Development, Management, Retirement, Mutual Funds, 401k, Investments, Pensions, Strategic Financial..., Series 63, Employee Benefits, Securities, Defined Benefit, Financial Analysis, Asset Managment, Series 7, Insurance, Retirement Planning, Investment Advisory, Risk Management, Asset Allocation
Education
St. Edward's University 1992 — 1997
Bachelors, Business Administration; Finance
McConnell & Jones CPAs March 2012 - Present
Schwab Retirement Services Co. April 2007 - April 2011
The 401(k) Company July 2000 - April 2007
Erickson Demel & Company, P.C. February 1986 - July 2000
Skills
401k, Excel, Word, Accounting, Microsoft Office, Financial Reporting, Non-profits, Auditing, Audit, Tax, Internal Controls, General Ledger, Financial Accounting, Reconciliation
Education
The University of Texas at Austin
BBA, Accounting
The Golf Club at Star Ranch July 2014 - Present
Studio 620 January 2012 - March 2014
Business Ink, Co. 2010 - 2011
The 401(k) Company June 2000 - December 2008
Skills
Access, Process Improvement, Employee Benefits
Education
Tarleton State University 2001 — 2005
BS, Biology
BNY Mellon February 2007 - Present
The 401(k) Company March 2006 - December 2006
Private Healthcare Systems November 2003 - March 2006
Skills
Financial Services, Mutual Funds, Asset Management, Process Improvement, Investments, Portfolio Management, Securities, 401k, Building Relationships, Microsoft Office, Retirement Planning, Risk Management, ERISA, Strategy, Retirement, Banking, Equities, Fixed Income, Strategic Planning, Nonprofits, Management, Project Management
Education
Northeastern University
University of Texas at Dallas March 2007 - February 2012
The 401(k) Company May 2000 - January 2007
Skills
Java, C++, Git, Software Development, Software Quality...
Education
The University of Texas at Dallas 2015 — 2017
Bachelor’s Degree, Computer Software Engineering