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.

The 401(k) Company Salaries. You can even request information on how much does The 401(k) Company pay if you want to. Learn about salaries, pros and cons of working for The 401(k) Company directly from the past employees.

Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!

96 The 401(k) Company employees in database. Find out everything there's to know about The 401(k) Company employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.

The 401(k) Company Employees

Employee
Years
Job
Industry
Michelle Norris-Itzen Michelle Norris-Itzen Chatham, New Jersey Details
Michelle Norris-Itzen's The 401(k) Company Experience October 1997 - June 1998
Job Retirement Education Operations Analyst at MassMutual Financial Group
Industry Financial Services
Experience
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

Sheila Meyer Sheila Meyer Austin, Texas Area Details
Sheila Meyer's The 401(k) Company Experience 1996 - 1997
Job Program Manager
Industry Semiconductors
Experience
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

Richard P. Taylor Richard P. Taylor Austin, Texas Area Details
Richard P. Taylor's The 401(k) Company Experience 2002 - 2006
Job Business Systems Analyst
Industry Utilities
Experience
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

Jerry Lopez, CRC, QKA Jerry Lopez, CRC, QKA Austin, Texas Details
Jerry Lopez, CRC, QKA's The 401(k) Company Experience April 2007 - June 2008
Job Regional Retirement Specialist / Sr. Retirement Sales Rep for the Principal Financial Group / Princor Registered Rep
Industry Financial Services
Experience
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

Glenda Barth Glenda Barth Houston, Texas Details
Glenda Barth's The 401(k) Company Experience November 2004 - February 2006
Job Senior Paralegal at Parker Drilling Company
Industry Oil & Energy
Experience
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

Ken Sommerville Ken Sommerville Austin, Texas Area Details
Ken Sommerville's The 401(k) Company Experience April 2001 - August 2001
Job Senior Test Data Analyst Test Environment Engineering at Dell, Inc
Industry Information Technology and Services
Experience
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

Debbie Matustik Debbie Matustik Austin, Texas Area Details
Debbie Matustik's The 401(k) Company Experience June 1995 - October 2005
Job Managing Director; Retirement Plan Advisor, Pensionmark Austin
Industry Financial Services
Experience
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

Steve Jozwiakowski Steve Jozwiakowski Houston, Texas Area Details
Steve Jozwiakowski's The 401(k) Company Experience July 1999 - November 2001
Job Client Services Manager at OneAmerica
Industry Financial Services
Experience
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

Andrew Kuhn Andrew Kuhn Greater Philadelphia Area Details
Andrew Kuhn's The 401(k) Company Experience May 2008 - August 2008
Job System Analyst Manager at Cigna
Industry Information Technology and Services
Experience
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

Fernie Jimenez Fernie Jimenez Austin, Texas Area Details
Fernie Jimenez's The 401(k) Company Experience March 2004 - February 2009
Job Business Systems Analyst at Charles Schwab
Industry Information Technology and Services
Experience
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

Nichole Flanagan Nichole Flanagan Austin, Texas Area Details
Nichole Flanagan's The 401(k) Company Experience February 2001 - September 2001
Job Retirement and Global Benefits, AMD
Industry Human Resources
Experience
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

Sue Reichert, PHR, SHRM-CP, CPP Sue Reichert, PHR, SHRM-CP, CPP Austin, Texas Area Details
Sue Reichert, PHR, SHRM-CP, CPP's The 401(k) Company Experience 1999 - 2004
Job Human Resources Manager at Revenue Cycle Billing
Industry Medical Practice
Experience
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

Erica Baker Erica Baker Austin, Texas Area Details
Erica Baker's The 401(k) Company Experience February 2005 - May 2006
Job Revenue Accountant at Apple Inc.
Industry Computer Hardware
Experience
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

Dale Boughton Dale Boughton Dekalb, Illinois Details
Dale Boughton's The 401(k) Company Experience 2006 - 2007
Job Service Manager at SundogIT
Industry Information Technology and Services
Experience
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

Pamela Gillett QPFC, PPC Pamela Gillett QPFC, PPC San Francisco Bay Area Details
Pamela Gillett QPFC, PPC's The 401(k) Company Experience October 1991 - January 1993
Job Regional Vice President, Retirement Plan Counselor at American Funds
Industry Financial Services
Experience
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

Stephanie Malone Stephanie Malone Austin, Texas Area Details
Stephanie Malone's The 401(k) Company Experience July 2006 - June 2008
Job Writer, Designer, Creative/Marketing Director
Industry Marketing and Advertising
Experience
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

Paul Yioutas Paul Yioutas Austin, Texas Area Details
Paul Yioutas's The 401(k) Company Experience June 1993 - April 1994
Job
Industry Semiconductors
Experience
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

Aaron Combs, MBA Aaron Combs, MBA Houston, Texas Details
Aaron Combs, MBA's The 401(k) Company Experience September 2002 - August 2003
Job Financial Analyst, Accountant
Industry Broadcast Media
Experience
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

Deniz Usbug Deniz Usbug Newport Beach, California Details
Deniz Usbug's The 401(k) Company Experience January 2002 - July 2003
Job Communications Associate at PIMCO
Industry Financial Services
Experience
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

Maureen Dorsen, CSQA Maureen Dorsen, CSQA Powell, Ohio Details
Maureen Dorsen, CSQA's The 401(k) Company Experience 2001 - 2006
Job Manager, IT Analysis at Nationwide Financial
Industry Information Technology and Services
Experience
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

Kevin Cress Kevin Cress San Francisco Bay Area Details
Kevin Cress's The 401(k) Company Experience August 2000 - December 2006
Job Senior Consultant at NEPC
Industry Financial Services
Experience
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

Sadie Hooker Sadie Hooker Houston, Texas Area Details
Sadie Hooker's The 401(k) Company Experience May 1999 - December 2000
Job Retirement Plan Consultant at Nova 401(k) Associates
Industry Financial Services
Experience
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

Walt Tollefson Walt Tollefson Salado, Texas Details
Walt Tollefson's The 401(k) Company Experience January 1990 - January 2005
Job Owner, www.walttollefson.com
Industry Information Technology and Services
Experience
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

Mark Medellin Mark Medellin Austin, Texas Area Details
Mark Medellin's The 401(k) Company Experience June 1998 - April 2007
Job Quality Assurance Analyst at Charles Schwab
Industry Investment Management
Experience
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

Sonali Amodwala Sonali Amodwala Austin, Texas Details
Sonali Amodwala's The 401(k) Company Experience September 2006 - January 2007
Job Sr. Financial Analyst
Industry Financial Services
Experience
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

Dan Dement, CFA, CAIA Dan Dement, CFA, CAIA Los Angeles, California Details
Dan Dement, CFA, CAIA's The 401(k) Company Experience February 1998 - July 1999
Job Director & Principal, Research
Industry Investment Management
Experience
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

Deborah Ebner Deborah Ebner Austin, Texas Area Details
Deborah Ebner's The 401(k) Company Experience 1996 - 2008
Job President at ERISA Consulting Group, L.L.C.
Industry Legal Services
Experience
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

Stephanie McNelis, CPA Stephanie McNelis, CPA Austin, Texas Area Details
Stephanie McNelis, CPA's The 401(k) Company Experience July 2006 - December 2007
Job Corporate Controller at Personify Corp
Industry Accounting
Experience
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

McKenzie Eakin Hauburger McKenzie Eakin Hauburger Baltimore, Maryland Details
McKenzie Eakin Hauburger's The 401(k) Company Experience 2005 - 2006
Job Postbaccalaureate Premedical Student, Johns Hopkins University
Industry Hospital & Health Care
Experience
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)

Jeffrey Shrader Jeffrey Shrader Round Rock, Texas Details
Jeffrey Shrader's The 401(k) Company Experience July 1999 - April 2008
Job Director, Relationship Management at Charles Schwab
Industry Financial Services
Experience
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

Vera Hunter Vera Hunter Greater Nashville Area Details
Vera Hunter's The 401(k) Company Experience 2005 - 2007
Job HR Business Partner / Benefits Specialist
Industry Human Resources
Experience
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

R. Adrian DeLeon, Jr. R. Adrian DeLeon, Jr. Austin, Texas Area Details
R. Adrian DeLeon, Jr.'s The 401(k) Company Experience July 2003 - June 2007
Job Volunteer and Professional at Boy Scouts of America and Production Test Floor Manager at Tekmos
Industry Nonprofit Organization Management
Experience
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

Marshall Burke Marshall Burke Houston, Texas Details
Marshall Burke's The 401(k) Company Experience 2001 - 2003
Job Pension/401k Consultant & Investment Advisor at Ascende
Industry Human Resources
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

Cayce Weems, CFA Cayce Weems, CFA Austin, Texas Area Details
Cayce Weems, CFA's The 401(k) Company Experience May 1996 - April 2007
Job Principal at Weems & Robertson
Industry Investment Management
Experience
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

Cliff Davis Cliff Davis Houston, Texas Area Details
Cliff Davis's The 401(k) Company Experience June 1994 - November 2004
Job Retirement Plan and Benefit Advisor
Industry Oil & Energy
Experience
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

Linda Badilo Linda Badilo Austin, Texas Area Details
Linda Badilo's The 401(k) Company Experience July 2000 - July 2011
Job Director, Client Executive at Transamerica Retirement Solutions
Industry Financial Services
Experience
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

Chris Nusbaum Chris Nusbaum Austin, Texas Details
Chris Nusbaum's The 401(k) Company Experience May 2003 - May 2008
Job Director, Relationship Manager at Charles Schwab
Industry Financial Services
Experience
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

Kevyn Skiles Kevyn Skiles Austin, Texas Area Details
Kevyn Skiles's The 401(k) Company Experience March 1997 - March 2007
Job Director, RPS Business Strategy at Charles Schwab
Industry Financial Services
Experience
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

Lori Wenzl Davis, CPC, QPFC, CFP® Lori Wenzl Davis, CPC, QPFC, CFP® Tampa/St. Petersburg, Florida Area Details
Lori Wenzl Davis, CPC, QPFC, CFP®'s The 401(k) Company Experience 1996 - 2001
Job Transition Consultant at Transamerica Retirement Solutions
Industry Financial Services
Experience
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

Jennifer Bland Jennifer Bland Austin, Texas Area Details
Jennifer Bland's The 401(k) Company Experience January 2007 - April 2007
Job Conversion Consultant at Charles Schwab
Industry Financial Services
Experience
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

Lisa Sauls Lisa Sauls Austin, Texas Area Details
Lisa Sauls's The 401(k) Company Experience June 1998 - September 2000
Job Owner at South Austin Appliance Repair
Industry Financial Services
Experience
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

Sandy Erwin Sandy Erwin Austin, Texas Area Details
Sandy Erwin's The 401(k) Company Experience June 1994 - April 2007
Job Sales Advisor at Capson Physicians Insurance Company
Industry Financial Services
Experience
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

Coker Roswell Coker Roswell Fort Worth, Texas Details
Coker Roswell's The 401(k) Company Experience January 2004 - March 2007
Job Schwab Retirement Plan Sales: Working with companies and consultants to meet clients’ retirement plan needs
Industry Financial Services
Experience
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

Angie Hoenes Angie Hoenes Austin, Texas Area Details
Angie Hoenes's The 401(k) Company Experience July 2002 - October 2003
Job Software professional specializing in Project Management, Process Improvement, Business Analysis and Software Testing
Industry Computer Software
Experience
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

Daryl Fojtik Daryl Fojtik Austin, Texas Area Details
Daryl Fojtik's The 401(k) Company Experience March 2002 - April 2007
Job Owner/Broker Advantage Austin Properties, Inc.
Industry Real Estate
Experience
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

Wade Ramsey Wade Ramsey Round Rock, Texas Details
Wade Ramsey's The 401(k) Company Experience April 2006 - April 2007
Job Benefits Sr. Advisor, Retirement Plans at Dell
Industry Human Resources
Experience
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

Ashley Malina, QPA, QKA Ashley Malina, QPA, QKA Austin, Texas Area Details
Ashley Malina, QPA, QKA's The 401(k) Company Experience July 2006 - September 2007
Job Client Service Manager at Charles Schwab
Industry Financial Services
Experience
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

Jim Gamble, MBA Jim Gamble, MBA Austin, Texas Area Details
Jim Gamble, MBA's The 401(k) Company Experience 2004 - 2007
Job Consultant at Bridgepoint Consulting, LLC
Industry Accounting
Experience
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

Avery Morse Avery Morse Austin, Texas Area Details
Avery Morse's The 401(k) Company Experience May 2006 - Present
Job Account Specialist at The 401(k) Company
Industry Financial Services
Experience
The 401(k) Company   May 2006 - Present
Charles Schwab  2006 - Present

Education
Sam Houston State University   1997 — 2005

Texas A&M University   1999 — 2003

Chris Clipper Chris Clipper San Diego, California Details
Chris Clipper's The 401(k) Company Experience January 2003 - April 2003
Job Senior Solutions Consultant at Black Duck Software
Industry Computer Software
Experience
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

Virginia Linman Virginia Linman Greensboro/Winston-Salem, North Carolina Area Details
Virginia Linman's The 401(k) Company Experience 1998 - 2000
Job EHR Template Developer Technical Consultant at QSI | NextGen Healthcare
Industry Computer Software
Experience
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

yuri latif yuri latif Greensboro/Winston-Salem, North Carolina Area Details
yuri latif's The 401(k) Company Experience
Job consultant at The 401(k) Company
Industry Education Management
Experience
The 401(k) Company  

Skills
Life Coaching, Published Author, Educator

Education
Bryant & Stratton College   1975 — 1979

Andrea Mihlhauser Stock Andrea Mihlhauser Stock Dallas/Fort Worth Area Details
Andrea Mihlhauser Stock's The 401(k) Company Experience 1999 - 2006
Job Compliance Officer at Perot Investments Inc
Industry Investment Management
Experience
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

Victoria Beshoner Victoria Beshoner Oklahoma City, Oklahoma Area Details
Victoria Beshoner's The 401(k) Company Experience September 1995 - November 1996
Job Executive Director at The MakeAWish Foundation of Oklahoma
Industry Nonprofit Organization Management
Experience
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

Malcolm McNeill Malcolm McNeill Phoenix, Arizona Details
Malcolm McNeill's The 401(k) Company Experience May 1999 - June 2002
Job Senior Database Administrator at OptumInsight
Industry Health, Wellness and Fitness
Experience
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

Jennifer LaRochelle Jennifer LaRochelle Austin, Texas Area Details
Jennifer LaRochelle's The 401(k) Company Experience December 1998 - April 2008
Job Business Development at Charles Schwab
Industry Financial Services
Experience
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

Aimee Stenborg Aimee Stenborg Austin, Texas Area Details
Aimee Stenborg's The 401(k) Company Experience November 2005 - September 2009
Job Senior Communications Manager at The 401(k) Company
Industry Financial Services
Experience
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

Rosemary LaConte Rosemary LaConte San Antonio, Texas Area Details
Rosemary LaConte's The 401(k) Company Experience 2000 - 2008
Job Financial Services Professional
Industry Financial Services
Experience
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

Jessica Detwiler Jessica Detwiler Austin, Texas Area Details
Jessica Detwiler's The 401(k) Company Experience February 2000 - January 2008
Job DC Analyst at Standard Retirement Services
Industry Financial Services
Experience
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

Horacio Gallegos, CCIM Horacio Gallegos, CCIM Brownsville, Texas Area Details
Horacio Gallegos, CCIM's The 401(k) Company Experience February 1998 - May 1999
Job Commercial Associate/Investments Sales at Retail Solutions
Industry Real Estate
Experience
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

Tracy Mitchell Tracy Mitchell Austin, Texas Area Details
Tracy Mitchell's The 401(k) Company Experience October 1999 - April 2007
Job Regional Director, DC Plan Sales, Institutional Services at Dimensional Fund Advisors
Industry Financial Services
Experience
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

Stephen Malina Stephen Malina Austin, Texas Area Details
Stephen Malina's The 401(k) Company Experience 2002 - 2004
Job Paid Advertising Analyst at SaleAMP
Industry Marketing and Advertising
Experience
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

Tunde Akeredolu Tunde Akeredolu Houston, Texas Details
Tunde Akeredolu's The 401(k) Company Experience February 2001 - October 2002
Job Chief Technology Officer at Bradford Airport Logistics
Industry Logistics and Supply Chain
Experience
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

Jerry Bramlett Jerry Bramlett Austin, Texas Area Details
Jerry Bramlett's The 401(k) Company Experience August 1983 - August 2007
Job Consultant in the DC Industry
Industry Financial Services
Experience
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

Tahra Monroe, RHIA Tahra Monroe, RHIA Dallas/Fort Worth Area Details
Tahra Monroe, RHIA's The 401(k) Company Experience January 2000 - February 2003
Job Customer Service and Quality Manager at Parkland Hospital
Industry Hospital & Health Care
Experience
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

Kristin Waller Kristin Waller Dallas/Fort Worth Area Details
Kristin Waller's The 401(k) Company Experience 2002 - 2005
Job Senior Benefits Analyst at CBRE
Industry Financial Services
Experience
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

Ann Preiss, CPA Ann Preiss, CPA Austin, Texas Area Details
Ann Preiss, CPA's The 401(k) Company Experience 2000 - 2005
Job TX Division Accounting Manager at BlueLine Rental
Industry Accounting
Experience
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

Mary Helen Nutt Mary Helen Nutt Austin, Texas Area Details
Mary Helen Nutt's The 401(k) Company Experience October 1999 - April 2007
Job at Horne LLP
Industry Financial Services
Experience
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

Clint Sumrow Clint Sumrow Dallas/Fort Worth Area Details
Clint Sumrow's The 401(k) Company Experience June 2005 - November 2006
Job Sales Rep at Head/Penn
Industry Sporting Goods
Experience
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

Martha Sharp Martha Sharp Austin, Texas Area Details
Martha Sharp's The 401(k) Company Experience August 2000 - October 2003
Job US Retirement Manager at HewlettPackard
Industry Information Technology and Services
Experience
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

Sravan Erukulla Sravan Erukulla Austin, Texas Area Details
Sravan Erukulla's The 401(k) Company Experience 2001 - 2006
Job Technical Project Manager PMP, CSM at Charles Schwab
Industry Financial Services
Experience
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

Jeannene Wood Jeannene Wood San Antonio, Texas Details
Jeannene Wood's The 401(k) Company Experience April 2001 - April 2007
Job Office Manager at Remington Oaks Family Practice
Industry Financial Services
Experience
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

Art Azua Art Azua Austin, Texas Area Details
Art Azua's The 401(k) Company Experience April 2000 - July 2001
Job Communication Consultant at TransAmerica
Industry Financial Services
Experience
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

Carole Kelley, CPA Carole Kelley, CPA Austin, Texas Area Details
Carole Kelley, CPA's The 401(k) Company Experience July 2000 - April 2007
Job Audit Supervisor at McConnell & Jones CPAs
Industry Accounting
Experience
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

Alicia Brannon Alicia Brannon Austin, Texas Area Details
Alicia Brannon's The 401(k) Company Experience June 2000 - December 2008
Job Bartender/Server at The Golf Club at Star Ranch
Industry Hospitality
Experience
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

Heather Crowley Heather Crowley Greater Boston Area Details
Heather Crowley's The 401(k) Company Experience March 2006 - December 2006
Job Vice President & Senior Manager, Regulatory Administration at BNY Mellon
Industry
Experience
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

Alan Stock Alan Stock Richardson, Texas Details
Alan Stock's The 401(k) Company Experience May 2000 - January 2007
Job Student at The University of Texas at Dallas
Industry Computer Software
Experience
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