The Newport Group
Industry: Company
DescriptionFounded: 1984 Subsidiaries: Newport Trust Company, The Producer Group LLC
The Newport Group List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at The Newport Group. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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The Newport Group Employees
Employee
Years
Job
Industry
Marcela F. Marcela F.'s The Newport Group Experience September 2015 - Present
Job Corporate Recruiter at The Newport Group
Industry Human Resources
Experience
The Newport Group September 2015 - Present
McKesson August 2014 - May 2015
NGA Human Resources June 2005 - April 2014
Convergys September 2001 - May 2005
Skills
Boolean Searching, Full-cycle Recruiting, Recruiting, Human Resources, Applicant Tracking..., Employee Benefits, PeopleSoft, Hiring, Temporary Placement, Internet Recruiting, Management, Call Centers, Training, Taleo, Talent Acquisition, Onboarding, Employee Relations, Sourcing, Job Descriptions, Technical Recruiting, Payroll, Workforce Planning, Screening, HRIS, Benefits Negotiation, Cold Calling, Leadership, Strategic Sourcing, College Recruiting, Negotiation, Call Center, Employee Management, Strategic Partnerships, Virtual Teams, Recruitment Advertising, Bilingual-Spanish, Mediation, Business Relationship..., LATAM Recruiting, BPO, high volume recruiting, Customer Negotiations, Outsourcing, CMS, involved with large..., Salary Negotiation, Business Relationship..., HRO, Competitor Intelligence, IEX Total View
Education
Columbia Southern University 2010 — 2012
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
University of Phoenix 2007 — 2009
Associate of Arts (A.A.), Business Administration
Colegio de Bachilleres Plantel #1
High School
The Newport Group September 2015 - Present
McKesson August 2014 - May 2015
NGA Human Resources June 2005 - April 2014
Convergys September 2001 - May 2005
Skills
Boolean Searching, Full-cycle Recruiting, Recruiting, Human Resources, Applicant Tracking..., Employee Benefits, PeopleSoft, Hiring, Temporary Placement, Internet Recruiting, Management, Call Centers, Training, Taleo, Talent Acquisition, Onboarding, Employee Relations, Sourcing, Job Descriptions, Technical Recruiting, Payroll, Workforce Planning, Screening, HRIS, Benefits Negotiation, Cold Calling, Leadership, Strategic Sourcing, College Recruiting, Negotiation, Call Center, Employee Management, Strategic Partnerships, Virtual Teams, Recruitment Advertising, Bilingual-Spanish, Mediation, Business Relationship..., LATAM Recruiting, BPO, high volume recruiting, Customer Negotiations, Outsourcing, CMS, involved with large..., Salary Negotiation, Business Relationship..., HRO, Competitor Intelligence, IEX Total View
Education
Columbia Southern University 2010 — 2012
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
University of Phoenix 2007 — 2009
Associate of Arts (A.A.), Business Administration
Colegio de Bachilleres Plantel #1
High School
Harrison Vu Harrison Vu's The Newport Group Experience 2009 - January 2014
Job The Boeing Company
Industry Aviation & Aerospace
Experience
Boeing 2011 - Present
Appraisals.Ink,LLC September 2000 - Present
The Newport Group 2009 - January 2014
Bank of America 2007 - 2008
National Lending Group 2003 - 2007
Skills
Project Management, Mortgage Lending, Investment Properties, Real Estate, Microsoft Office, Investments, Negotiation, First Time Home Buyers, Real Estate Transactions, Contract Negotiation, Property Management, Residential Homes
Education
City University of Seattle
Business Administration and Management, General
Everett Community College
Project Management
Boeing 2011 - Present
Appraisals.Ink,LLC September 2000 - Present
The Newport Group 2009 - January 2014
Bank of America 2007 - 2008
National Lending Group 2003 - 2007
Skills
Project Management, Mortgage Lending, Investment Properties, Real Estate, Microsoft Office, Investments, Negotiation, First Time Home Buyers, Real Estate Transactions, Contract Negotiation, Property Management, Residential Homes
Education
City University of Seattle
Business Administration and Management, General
Everett Community College
Project Management
Lizz Holmes's The Newport Group Experience October 2003 - Present
Job Public Relations Manager at The Newport Group
Industry Public Relations and Communications
Experience
The Newport Group October 2003 - Present
John L. Brewerton, III PA October 1999 - October 2003
Knight Ridder - Tallahassee Democrat Newspaper January 1997 - July 1998
Kidd & Driscoll Advertising Agency April 1994 - June 1996
March of Dimes January 1989 - April 1993
Skills
Public Relations, Media Relations, Non-profits, Event Management, Editing, Microsoft Office, Management, Marketing, Microsoft Word, Marketing Communications, Program Management, Social Media Marketing, Marketing Strategy, Strategic Communications, Internal Communications, Corporate Communications, Newsletters, Strategic Planning, Copywriting, Email Marketing, Sponsorship, Market Research, Online Marketing, 401k, Client Services, Defined Benefit, Pensions, Event Planning, Nonprofits
Education
Florida State University - College of Business
BS, Marketing
The Newport Group October 2003 - Present
John L. Brewerton, III PA October 1999 - October 2003
Knight Ridder - Tallahassee Democrat Newspaper January 1997 - July 1998
Kidd & Driscoll Advertising Agency April 1994 - June 1996
March of Dimes January 1989 - April 1993
Skills
Public Relations, Media Relations, Non-profits, Event Management, Editing, Microsoft Office, Management, Marketing, Microsoft Word, Marketing Communications, Program Management, Social Media Marketing, Marketing Strategy, Strategic Communications, Internal Communications, Corporate Communications, Newsletters, Strategic Planning, Copywriting, Email Marketing, Sponsorship, Market Research, Online Marketing, 401k, Client Services, Defined Benefit, Pensions, Event Planning, Nonprofits
Education
Florida State University - College of Business
BS, Marketing
William Bruce's The Newport Group Experience October 2010 - October 2011
Job Consultant at The Hackett Group
Industry Management Consulting
Experience
The Hackett Group June 2015 - Present
The Hackett Group July 2014 - June 2015
Randstad July 2013 - July 2014
Compass Research LLC October 2011 - July 2013
The Newport Group October 2010 - October 2011
Merrill Lynch June 2009 - August 2009
Skills
Financial Analysis, Analysis, Microsoft Excel, PowerPoint, Microsoft Office, Management, Accounting, Research, Microsoft Word, Process Improvement, Business Analysis, Financial Reporting, Strategy, Economics, Financial Modeling, Data Analysis, Corporate Finance, Business Development, Mathematical Analysis, Econometrics, Creative Strategy, Economic Research, Statistics, Team Leadership, QuickBooks, PeopleSoft, Quantitative Analysis, MBA Finance, Budgeting, Problem Solving, Cost Benefit, Break-even Analysis, Essbase, Business Process..., Process Automation, Performance Benchmarking, Visio
Education
University of Central Florida - College of Business Administration 2010 — 2012
MBA, Finance, Overall GPA: 3.7
Rollins College 2007 — 2010
BA, Economics, Mathematics, GPA in Major: 3.3
Furman University 2006 — 2007
Maclay High School 2003 — 2006
HS Diploma
The Hackett Group June 2015 - Present
The Hackett Group July 2014 - June 2015
Randstad July 2013 - July 2014
Compass Research LLC October 2011 - July 2013
The Newport Group October 2010 - October 2011
Merrill Lynch June 2009 - August 2009
Skills
Financial Analysis, Analysis, Microsoft Excel, PowerPoint, Microsoft Office, Management, Accounting, Research, Microsoft Word, Process Improvement, Business Analysis, Financial Reporting, Strategy, Economics, Financial Modeling, Data Analysis, Corporate Finance, Business Development, Mathematical Analysis, Econometrics, Creative Strategy, Economic Research, Statistics, Team Leadership, QuickBooks, PeopleSoft, Quantitative Analysis, MBA Finance, Budgeting, Problem Solving, Cost Benefit, Break-even Analysis, Essbase, Business Process..., Process Automation, Performance Benchmarking, Visio
Education
University of Central Florida - College of Business Administration 2010 — 2012
MBA, Finance, Overall GPA: 3.7
Rollins College 2007 — 2010
BA, Economics, Mathematics, GPA in Major: 3.3
Furman University 2006 — 2007
Maclay High School 2003 — 2006
HS Diploma
Eddie Selover Eddie Selover's The Newport Group Experience January 2003 - Present
Job Marketing Communications Professional, Writer, Public Speaker, Event Planner
Industry Financial Services
Experience
The Newport Group January 2003 - Present
The Guardian Life Insurance Company of America January 1998 - January 2002
Prudential January 1995 - January 1998
Skills
Speech Writing, Marketing Communications, Corporate Communications, Strategic Communications, Internal Communications, Crisis Communications, Business Communications, Communications Planning, Advertising, Public Relations, Public Speaking, Communication Training, Event Planning, Social Media Marketing, Film Criticism, Press Releases, Research, Publications, Technical Writing, Marketing, Newsletters, Editing, Leadership, Management
Education
California State University-Northridge
Honors English
The Newport Group January 2003 - Present
The Guardian Life Insurance Company of America January 1998 - January 2002
Prudential January 1995 - January 1998
Skills
Speech Writing, Marketing Communications, Corporate Communications, Strategic Communications, Internal Communications, Crisis Communications, Business Communications, Communications Planning, Advertising, Public Relations, Public Speaking, Communication Training, Event Planning, Social Media Marketing, Film Criticism, Press Releases, Research, Publications, Technical Writing, Marketing, Newsletters, Editing, Leadership, Management
Education
California State University-Northridge
Honors English
Steven Tartaglini Steven Tartaglini's The Newport Group Experience January 1993 - September 2001
Job Managing Director at DelMorgan & Co.
Industry Investment Banking
Experience
DelMorgan & Co. May 2014 - Present
MythFaire Entertainment April 2014 - Present
Charles M. Edwards Company, Inc. November 2005 - Present
American InterContinental University September 2001 - November 2005
The Newport Group January 1993 - September 2001
Golden State Bank January 1990 - January 1993
Arrowhead Pacific Bank February 1985 - January 1990
Arrowhead Pacific Financial Corporation February 1985 - January 1990
Skills
Mergers, Strategic Financial..., Strategic Planning, Insurance, Public Speaking, Portfolio Management, Business Strategy, Team Building, Coaching, Financial Analysis, Leadership, Business Planning, Finance, Small Business, Due Diligence, Mergers & Acquisitions, Entrepreneurship, Executive Management, Risk Management, Strategy, Investments, Management, Corporate Finance, Management Consulting, Banking, Venture Capital, Private Equity, Real Estate, Financial Modeling, Funding, Start-ups, Asset Management, Managerial Finance, Restructuring, Group Restructuring, Accounting, Small Business Lending, Emerging Markets, Valuation, Financial Advisory, Financial Services, Consulting, Business Development, Corporate Governance, Investment Banking, Financial Planning
Education
California State University-Fullerton - College of Business and Economics
B.A. Degree in Business Administration
University of Southern California
DelMorgan & Co. May 2014 - Present
MythFaire Entertainment April 2014 - Present
Charles M. Edwards Company, Inc. November 2005 - Present
American InterContinental University September 2001 - November 2005
The Newport Group January 1993 - September 2001
Golden State Bank January 1990 - January 1993
Arrowhead Pacific Bank February 1985 - January 1990
Arrowhead Pacific Financial Corporation February 1985 - January 1990
Skills
Mergers, Strategic Financial..., Strategic Planning, Insurance, Public Speaking, Portfolio Management, Business Strategy, Team Building, Coaching, Financial Analysis, Leadership, Business Planning, Finance, Small Business, Due Diligence, Mergers & Acquisitions, Entrepreneurship, Executive Management, Risk Management, Strategy, Investments, Management, Corporate Finance, Management Consulting, Banking, Venture Capital, Private Equity, Real Estate, Financial Modeling, Funding, Start-ups, Asset Management, Managerial Finance, Restructuring, Group Restructuring, Accounting, Small Business Lending, Emerging Markets, Valuation, Financial Advisory, Financial Services, Consulting, Business Development, Corporate Governance, Investment Banking, Financial Planning
Education
California State University-Fullerton - College of Business and Economics
B.A. Degree in Business Administration
University of Southern California
Jack Ventimiglia, MBA's The Newport Group Experience January 2013 - March 2014
Job Senior Financial Analyst Verizon
Industry Telecommunications
Experience
Verizon March 2014 - Present
The Newport Group January 2013 - March 2014
Pershing, a BNY Mellon company January 2011 - December 2012
Pershing, a BNY Mellon company June 2009 - January 2011
Skills
Investments, Equities, Customer Service, Microsoft Office, Portfolio Management, Team Building, Cross-functional Team..., Collaborative Problem..., Financial Analysis, Financial Statement..., Private Equity, Leveraged Finance, Cash Flow Forecasting, Cash Flow Statements, Client Liaison, Diversity Training, Strategic Planning, Leadership, Analysis, Mutual Funds, Market Research, Qualified Retirement..., Non-Qualified Deferred..., Institutional..., Risk Management, Capital Markets, Financial Services, Managerial Finance, Microsoft Excel, Business Analysis, Settlement, Asset Allocation, Investment Management, Financial Risk, Financial Modeling, Finance, Corporate Finance, Data Analysis
Education
Rollins College - Crummer Graduate School of Business 2010 — 2012
Master's of Business Administration, Finance, General
Stetson University 2006 — 2009
Bachelor of Business Administration, Finance
Embry-Riddle Aeronautical University 2005 — 2006
Business Aviation, Finance
Verizon March 2014 - Present
The Newport Group January 2013 - March 2014
Pershing, a BNY Mellon company January 2011 - December 2012
Pershing, a BNY Mellon company June 2009 - January 2011
Skills
Investments, Equities, Customer Service, Microsoft Office, Portfolio Management, Team Building, Cross-functional Team..., Collaborative Problem..., Financial Analysis, Financial Statement..., Private Equity, Leveraged Finance, Cash Flow Forecasting, Cash Flow Statements, Client Liaison, Diversity Training, Strategic Planning, Leadership, Analysis, Mutual Funds, Market Research, Qualified Retirement..., Non-Qualified Deferred..., Institutional..., Risk Management, Capital Markets, Financial Services, Managerial Finance, Microsoft Excel, Business Analysis, Settlement, Asset Allocation, Investment Management, Financial Risk, Financial Modeling, Finance, Corporate Finance, Data Analysis
Education
Rollins College - Crummer Graduate School of Business 2010 — 2012
Master's of Business Administration, Finance, General
Stetson University 2006 — 2009
Bachelor of Business Administration, Finance
Embry-Riddle Aeronautical University 2005 — 2006
Business Aviation, Finance
Ryan Allison Ryan Allison's The Newport Group Experience October 2002 - June 2007
Job Client Service Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2012 - Present
Fidelity Investments August 2008 - March 2012
Fidelity Investments June 2007 - August 2008
The Newport Group October 2002 - June 2007
The Vanguard Group September 1999 - October 2002
The Vanguard Group July 1998 - September 1999
Skills
Retirement Planning, Defined Benefit, Mutual Funds, CRM, Management, 401k, Project Management, Customer Service, Retirement, Investments, Financial Services, Series 63, Series 7, Strategic Planning, Strategy
Education
University of Phoenix 1999 — 2001
MBA, Business Administration
Arizona State University 1995 — 1998
BA, Political Science
Fidelity Investments March 2012 - Present
Fidelity Investments August 2008 - March 2012
Fidelity Investments June 2007 - August 2008
The Newport Group October 2002 - June 2007
The Vanguard Group September 1999 - October 2002
The Vanguard Group July 1998 - September 1999
Skills
Retirement Planning, Defined Benefit, Mutual Funds, CRM, Management, 401k, Project Management, Customer Service, Retirement, Investments, Financial Services, Series 63, Series 7, Strategic Planning, Strategy
Education
University of Phoenix 1999 — 2001
MBA, Business Administration
Arizona State University 1995 — 1998
BA, Political Science
Jason Bak, QPA, QKA's The Newport Group Experience November 2013 - Present
Job Sr. Retirement Plan Account Analyst at The Newport Group
Industry Financial Services
Experience
The Newport Group November 2013 - Present
Focus School Software February 2013 - November 2013
The Newport Group April 2006 - July 2012
Ceridian July 2002 - April 2006
KeyBank July 2001 - July 2002
KeyBank August 2000 - July 2001
Skills
401k, Training, Pensions, Employee Benefits, Investments, Microsoft Office, New Business Development, Retirement, Defined Contribution, Customer Service, Microsoft Excel, Mutual Funds, Project Management, Defined Benefit, Insurance, Relationship Management, Problem Solving, Accountability, SQL, Microsoft SQL Server, Team Leadership, Management, Financial Services, Retirement Planning
Education
Baldwin-Wallace College 1999 — 2000
BA, Business Administration - Finance, 3.95
Bowling Green State University 1997 — 1998
Transferred before completing degree, Business Administration, 3.75
The Newport Group November 2013 - Present
Focus School Software February 2013 - November 2013
The Newport Group April 2006 - July 2012
Ceridian July 2002 - April 2006
KeyBank July 2001 - July 2002
KeyBank August 2000 - July 2001
Skills
401k, Training, Pensions, Employee Benefits, Investments, Microsoft Office, New Business Development, Retirement, Defined Contribution, Customer Service, Microsoft Excel, Mutual Funds, Project Management, Defined Benefit, Insurance, Relationship Management, Problem Solving, Accountability, SQL, Microsoft SQL Server, Team Leadership, Management, Financial Services, Retirement Planning
Education
Baldwin-Wallace College 1999 — 2000
BA, Business Administration - Finance, 3.95
Bowling Green State University 1997 — 1998
Transferred before completing degree, Business Administration, 3.75
Monica Day's The Newport Group Experience November 2014 - Present
Job Conversion Specialist at The Newport Group
Industry Financial Services
Experience
The Newport Group November 2014 - Present
The Newport Group August 2013 - November 2014
Jax Federal Credit Union February 2013 - May 2013
LB&A, Certified Public Accountants, PLLC January 2012 - June 2012
VIP, Desk Inc November 2010 - December 2011
YMCA of Greater Charlotte January 2005 - August 2010
Compass Group April 1998 - June 2000
Marriott International May 1995 - April 1998
MBM Corporation October 1992 - May 1995
Skills
Dedicated, versatile,..., Accounting, Accounts Payable, Account Reconciliation, Accounts Receivable, Tax Returns, Human Resources, Time Management, Marketing, Management, Purchasing, Public Relations, Spreadsheets, Pricing, Marketing Communications, Administration
Education
Barton College
Bachelor of Science (BS), Business Administration and Management, General
The Newport Group November 2014 - Present
The Newport Group August 2013 - November 2014
Jax Federal Credit Union February 2013 - May 2013
LB&A, Certified Public Accountants, PLLC January 2012 - June 2012
VIP, Desk Inc November 2010 - December 2011
YMCA of Greater Charlotte January 2005 - August 2010
Compass Group April 1998 - June 2000
Marriott International May 1995 - April 1998
MBM Corporation October 1992 - May 1995
Skills
Dedicated, versatile,..., Accounting, Accounts Payable, Account Reconciliation, Accounts Receivable, Tax Returns, Human Resources, Time Management, Marketing, Management, Purchasing, Public Relations, Spreadsheets, Pricing, Marketing Communications, Administration
Education
Barton College
Bachelor of Science (BS), Business Administration and Management, General
Eric Startt's The Newport Group Experience February 2002 - Present
Job Sr. Executive Recruiter at The Newport Group
Industry Construction
Experience
The Newport Group February 2002 - Present
Newport Strategic Search February 2002 - Present
Newport Strategic Search February 2002 - Present
Newport Strategic Search February 2002 - Present
Factory Authorized 1999 - 2001
United States Marine Corps 1988 - 1996
Skills
Leadership, Recruiting, Sales, Management, Executive Search, Applicant Tracking..., Training, Business Development, Contract Negotiation, Energy, Team Building, Medical Writing, New Business Development, Networking, Account Management, Regulatory Affairs, Talent Acquisition, Construction, Biotechnology
Education
Ashford University (Master's program) 2010 — 2011
Masters in Business Management, Project Management, Marketing
Georgia State University 1992 — 1996
B.S. Political Science, International Politics & Economics
Riverside Military Academy
The Newport Group February 2002 - Present
Newport Strategic Search February 2002 - Present
Newport Strategic Search February 2002 - Present
Newport Strategic Search February 2002 - Present
Factory Authorized 1999 - 2001
United States Marine Corps 1988 - 1996
Skills
Leadership, Recruiting, Sales, Management, Executive Search, Applicant Tracking..., Training, Business Development, Contract Negotiation, Energy, Team Building, Medical Writing, New Business Development, Networking, Account Management, Regulatory Affairs, Talent Acquisition, Construction, Biotechnology
Education
Ashford University (Master's program) 2010 — 2011
Masters in Business Management, Project Management, Marketing
Georgia State University 1992 — 1996
B.S. Political Science, International Politics & Economics
Riverside Military Academy
David Keys David Keys's The Newport Group Experience June 1994 - February 2008
Job Chief Pilot at Peace River Citrus Products
Industry Airlines/Aviation
Experience
Peace River Citrus Products January 2015 - Present
FlightSafety International October 2012 - Present
Southwest Airlines July 2014 - January 2015
Peace River Citrus Products June 2012 - July 2014
CitationAir March 2011 - April 2012
Elite Air June 2010 - March 2011
Gold Aviation November 2009 - June 2010
CitationShares March 2008 - August 2009
The Newport Group June 1994 - February 2008
Eastern Air Lines May 1984 - August 1989
Skills
Flight Operations, Aviation Industry, Aviation, Airlines, Aircraft, Flight Planning, Aviation Operations, Commercial Aviation, Commercial Pilot, Aircraft Management, Civil Aviation, Flight Safety, Aviation Security, Charter, Flights, Aerospace, Flight Training, Type Rating, Crew Resource Management, Piloting, CFI
Education
Embry Riddle Aeronautical University-Worldwide 2010 — 2012
Bachelor's degree, Professional Aeronautics
Peace River Citrus Products January 2015 - Present
FlightSafety International October 2012 - Present
Southwest Airlines July 2014 - January 2015
Peace River Citrus Products June 2012 - July 2014
CitationAir March 2011 - April 2012
Elite Air June 2010 - March 2011
Gold Aviation November 2009 - June 2010
CitationShares March 2008 - August 2009
The Newport Group June 1994 - February 2008
Eastern Air Lines May 1984 - August 1989
Skills
Flight Operations, Aviation Industry, Aviation, Airlines, Aircraft, Flight Planning, Aviation Operations, Commercial Aviation, Commercial Pilot, Aircraft Management, Civil Aviation, Flight Safety, Aviation Security, Charter, Flights, Aerospace, Flight Training, Type Rating, Crew Resource Management, Piloting, CFI
Education
Embry Riddle Aeronautical University-Worldwide 2010 — 2012
Bachelor's degree, Professional Aeronautics
Anne Grossnickle, CEBS's The Newport Group Experience March 2009 - September 2010
Job Communications Consultant at Wells Fargo
Industry Financial Services
Experience
Wells Fargo August 2011 - Present
Wells Fargo October 2010 - August 2011
The Newport Group March 2009 - September 2010
Wachovia Retirement Services January 2007 - March 2009
Wachovia Retirement Services March 1998 - January 2007
Charles Schwab 1996 - 1998
Charles Schwab March 1992 - January 1996
Aon Consulting October 1984 - March 1992
Skills
Leadership, Sales, CRM, Retirement, Retirement Planning, Financial Services, Relationship Management, Risk Management
Education
East Carolina University 1982 — 1984
MBA, Finance
Duke University 1977 — 1981
Bachelor of Arts, Business, Psychology
Wells Fargo August 2011 - Present
Wells Fargo October 2010 - August 2011
The Newport Group March 2009 - September 2010
Wachovia Retirement Services January 2007 - March 2009
Wachovia Retirement Services March 1998 - January 2007
Charles Schwab 1996 - 1998
Charles Schwab March 1992 - January 1996
Aon Consulting October 1984 - March 1992
Skills
Leadership, Sales, CRM, Retirement, Retirement Planning, Financial Services, Relationship Management, Risk Management
Education
East Carolina University 1982 — 1984
MBA, Finance
Duke University 1977 — 1981
Bachelor of Arts, Business, Psychology
William Callaway's The Newport Group Experience January 2012 - January 2015
Job Regional Director at The Newport Group
Industry Financial Services
Experience
The Newport Group January 2012 - January 2015
Mercer March 2009 - December 2011
Wachovia Retirement Services September 2000 - February 2009
SunTrust Bank September 1989 - September 2000
Skills
Defined Benefit, 401k, ERISA, Retirement, Series 6, Pensions, Series 63, Series 7, Retirement Planning, Mutual Funds, Investment Advisory, Asset Allocation, Strategic Financial..., Investments, Employee Benefits
Education
Shorter College 1982 — 1984
BSBA, Accounting
Auburn University 1978 — 1982
Accounting, Accounting
The Newport Group January 2012 - January 2015
Mercer March 2009 - December 2011
Wachovia Retirement Services September 2000 - February 2009
SunTrust Bank September 1989 - September 2000
Skills
Defined Benefit, 401k, ERISA, Retirement, Series 6, Pensions, Series 63, Series 7, Retirement Planning, Mutual Funds, Investment Advisory, Asset Allocation, Strategic Financial..., Investments, Employee Benefits
Education
Shorter College 1982 — 1984
BSBA, Accounting
Auburn University 1978 — 1982
Accounting, Accounting
Molly Koris Molly Koris's The Newport Group Experience August 2010 - Present
Job Director, Client Relationship Management at The Newport Group
Industry Financial Services
Experience
The Newport Group August 2010 - Present
The Newport Group 2007 - August 2010
The Todd Organization February 2006 - 2007
United Way of Greater High Point February 2002 - February 2006
United Way of Cleveland County December 1997 - February 2002
Skills
Management, Training, CRM, Relationship Management, Marketing, Project Planning, Retirement, Mutual Funds, Sales Operations, Budgets, Employee Benefits, Insurance, Investments, Retirement Planning, Sales, Financial Services, 401k, Strategic Planning
Education
University of North Carolina at Chapel Hill 2000 — 2003
Masters
Davidson College 1992 — 1996
BA, Psychology
The Newport Group August 2010 - Present
The Newport Group 2007 - August 2010
The Todd Organization February 2006 - 2007
United Way of Greater High Point February 2002 - February 2006
United Way of Cleveland County December 1997 - February 2002
Skills
Management, Training, CRM, Relationship Management, Marketing, Project Planning, Retirement, Mutual Funds, Sales Operations, Budgets, Employee Benefits, Insurance, Investments, Retirement Planning, Sales, Financial Services, 401k, Strategic Planning
Education
University of North Carolina at Chapel Hill 2000 — 2003
Masters
Davidson College 1992 — 1996
BA, Psychology
Joseph Macau Joseph Macau's The Newport Group Experience 2003 - 2007
Job CFO / COO Health Care Services, Florida Cardiology & Florida Accountable Care Services
Industry Consumer Services
Experience
CFO / COO Health Care Services, Florida Cardiology & Florida Accountable Care Services April 2013 - Present
Gator, Palm Beach & Michigan Portable Storage – dba PODS 2010 - 2013
Avalon Park Group 2007 - 2010
Executive Advisory Board Exchange 2007 - 2008
The Newport Group 2003 - 2007
FISERV - CBS Division 2001 - 2003
PricewaterhouseCoopers 1997 - 2000
Skills
Certified Public..., Master of Business..., Chartered Global..., Member Financial..., Member AICPA, Member FICPA, Financial Modeling, Global Management, Business Development, Finance, Forecasting, Strategic Planning, Risk Management, Executive Management, Budgets, Auditing, Managerial Finance, Accounting, Management, Financial Analysis, Strategy
Education
University of Miami - School of Business 2001 — 2003
MBA
Indiana University - Kelley School of Business 1993 — 1997
BS, Accounting, Finance, International Business
CFO / COO Health Care Services, Florida Cardiology & Florida Accountable Care Services April 2013 - Present
Gator, Palm Beach & Michigan Portable Storage – dba PODS 2010 - 2013
Avalon Park Group 2007 - 2010
Executive Advisory Board Exchange 2007 - 2008
The Newport Group 2003 - 2007
FISERV - CBS Division 2001 - 2003
PricewaterhouseCoopers 1997 - 2000
Skills
Certified Public..., Master of Business..., Chartered Global..., Member Financial..., Member AICPA, Member FICPA, Financial Modeling, Global Management, Business Development, Finance, Forecasting, Strategic Planning, Risk Management, Executive Management, Budgets, Auditing, Managerial Finance, Accounting, Management, Financial Analysis, Strategy
Education
University of Miami - School of Business 2001 — 2003
MBA
Indiana University - Kelley School of Business 1993 — 1997
BS, Accounting, Finance, International Business
Brent J. Hartman Brent J. Hartman's The Newport Group Experience May 2012 - November 2012
Job Senior Manager | Investment Research at CAPTRUST
Industry Investment Management
Experience
CAPTRUST 2012 - Present
The Newport Group May 2012 - November 2012
Retirement Corpration of America 2012 - May 2012
Adventist Healthcare Retirement Plan February 2009 - December 2011
Fidelity Investments August 2000 - February 2009
Hewlett-Packard May 1993 - August 2000
Skills
Asset Allocation, Mutual Funds, Investments, Retirement Planning, Vendor Management, Contract Negotiation, Qualified Retirement..., Fiduciary, Pensions, Non-Qualified Deferred..., Asset Managment, 401(k) Fiduciary, Customer Relations, Investment Management, LDI, Transition Management, Pension De-risking, Portfolio Management, Defined Benefit, 401k, Investment Advisory, Defined Contribution, Finance, Retirement, Retirement Plan..., Investment Strategies, Financial Services, Series 7, Wealth Management, Series 63, Alternative Investments
Education
Purdue University - Krannert School of Management 1991 — 1993
MBA, Finance/Investments/International Finance
Brigham Young University 1984 — 1991
B.S., Business Administration/Accounting
CAPTRUST 2012 - Present
The Newport Group May 2012 - November 2012
Retirement Corpration of America 2012 - May 2012
Adventist Healthcare Retirement Plan February 2009 - December 2011
Fidelity Investments August 2000 - February 2009
Hewlett-Packard May 1993 - August 2000
Skills
Asset Allocation, Mutual Funds, Investments, Retirement Planning, Vendor Management, Contract Negotiation, Qualified Retirement..., Fiduciary, Pensions, Non-Qualified Deferred..., Asset Managment, 401(k) Fiduciary, Customer Relations, Investment Management, LDI, Transition Management, Pension De-risking, Portfolio Management, Defined Benefit, 401k, Investment Advisory, Defined Contribution, Finance, Retirement, Retirement Plan..., Investment Strategies, Financial Services, Series 7, Wealth Management, Series 63, Alternative Investments
Education
Purdue University - Krannert School of Management 1991 — 1993
MBA, Finance/Investments/International Finance
Brigham Young University 1984 — 1991
B.S., Business Administration/Accounting
Neil Chaffee Neil Chaffee's The Newport Group Experience September 2012 - May 2015
Job Former Executive and Benefit Funding Consultant
Industry Insurance
Experience
The Newport Group September 2012 - May 2015
Philadelphia Financial July 2012 - September 2012
Hartford Life Private Placement 1995 - 2012
Skills
Executive Compensation, Insurance, Employee Benefits, Retirement, Annuities, Executive Pay, Defined Benefit, Fixed Annuities, Financial Services, Investments, Asset Management, Estate Planning, Strategic Financial..., Deferred Compensation, Alternative Investments, Life Insurance, Mergers & Acquisitions, Finance, 401k, Wealth, Retirement Planning, Financial Advisory, Financial Planning
Education
Bryant University 1984 — 1990
MBA, Finance
University of Massachusetts, Amherst 1972 — 1974
BA, Sociology, Graduated with honors honors
The Newport Group September 2012 - May 2015
Philadelphia Financial July 2012 - September 2012
Hartford Life Private Placement 1995 - 2012
Skills
Executive Compensation, Insurance, Employee Benefits, Retirement, Annuities, Executive Pay, Defined Benefit, Fixed Annuities, Financial Services, Investments, Asset Management, Estate Planning, Strategic Financial..., Deferred Compensation, Alternative Investments, Life Insurance, Mergers & Acquisitions, Finance, 401k, Wealth, Retirement Planning, Financial Advisory, Financial Planning
Education
Bryant University 1984 — 1990
MBA, Finance
University of Massachusetts, Amherst 1972 — 1974
BA, Sociology, Graduated with honors honors
Jane Seamans Swan, MBA, CAPM's The Newport Group Experience July 2010 - March 2011
Job Business System Analyst at MetLife
Industry Information Technology and Services
Experience
MetLife June 2014 - Present
TIAA-CREF January 2014 - April 2014
IBM May 2013 - December 2013
Credit Suisse March 2012 - May 2013
PPD December 2011 - March 2012
Progress Energy July 2011 - December 2011
The Newport Group July 2010 - March 2011
Wells Fargo April 2010 - July 2010
Fidelity Investments Workplace and Personal Investing October 2006 - February 2010
Fidelity Investments May 2003 - October 2006
Skills
Requirements Gathering, User Acceptance Testing, Business Analysis, Visio, Excel, Forecasting, PowerPoint, Word, Market Research, Proposal Writing, Business Modeling, Regression Testing, Securities, Equity Research, Documentation, Requirements Analysis, Analysis, SDLC, Data Analysis, Risk Management, Microsoft Office, Planning, Problem Solving, Change Management, Management Consulting, Mentoring, Software Documentation, Project Planning, Process Improvement, Training, Testing, Banking, Microsoft Excel, Leadership, Presentations, Meeting Facilitation, Vendor Management, Strategy, Financial Services, Recruiting, Business Requirements, Business Process
Education
Project Management Institute 2012 — 2013
Certified Associate of Project Management (CAPM)
Boston University 2007 — 2007
Certificate, Business Analysis Fundamentals
Colby College
BA Degree, Government; Art
Concord Academy
High School, General curriculum
Cornell University - S.C. Johnson Graduate School of Management
MBA Degree, Marketing
MetLife June 2014 - Present
TIAA-CREF January 2014 - April 2014
IBM May 2013 - December 2013
Credit Suisse March 2012 - May 2013
PPD December 2011 - March 2012
Progress Energy July 2011 - December 2011
The Newport Group July 2010 - March 2011
Wells Fargo April 2010 - July 2010
Fidelity Investments Workplace and Personal Investing October 2006 - February 2010
Fidelity Investments May 2003 - October 2006
Skills
Requirements Gathering, User Acceptance Testing, Business Analysis, Visio, Excel, Forecasting, PowerPoint, Word, Market Research, Proposal Writing, Business Modeling, Regression Testing, Securities, Equity Research, Documentation, Requirements Analysis, Analysis, SDLC, Data Analysis, Risk Management, Microsoft Office, Planning, Problem Solving, Change Management, Management Consulting, Mentoring, Software Documentation, Project Planning, Process Improvement, Training, Testing, Banking, Microsoft Excel, Leadership, Presentations, Meeting Facilitation, Vendor Management, Strategy, Financial Services, Recruiting, Business Requirements, Business Process
Education
Project Management Institute 2012 — 2013
Certified Associate of Project Management (CAPM)
Boston University 2007 — 2007
Certificate, Business Analysis Fundamentals
Colby College
BA Degree, Government; Art
Concord Academy
High School, General curriculum
Cornell University - S.C. Johnson Graduate School of Management
MBA Degree, Marketing
Barry White, Ph.D., CFA Barry White, Ph.D., CFA's The Newport Group Experience February 2005 - January 2009
Job Senior Investment Analyst, Consultant and Instructor
Industry Investment Management
Experience
CFA Institute June 2000 - Present
The Newport Group February 2005 - January 2009
Wachovia Securities July 1998 - February 2005
Florida Institute of Technology June 1996 - February 2005
Aegis Financial Advisors May 1994 - June 1998
Skills
Asset Allocation, Teaching, Financial Analysis, Financial Planning, Financial Markets, Investments, Portfolio Management, Asset Managment, Investment Strategies, Strategic Financial..., Asset Management, Retirement Planning, Financial Modeling, Mutual Funds, Equity Research, Securities, Equities, Valuation, Series 7, Risk Management, Financial Advisory, Finance, Due Diligence, Alternative Investments, Investment Banking, Fixed Income, Investment Advisory, Hedge Funds, Wealth Management, Estate Planning, Equity Valuation, Analysis, Derivatives, Capital Markets, Private Equity, Investment Management, Financial Services, Options, Bonds, Retirement, 401k
Education
Barry University 1996 — 1999
Ph.D., Business with concentration in Finance
North Carolina State University 1975 — 1977
Masters Degree, Mechanical Engineering
North Carolina State University 1971 — 1975
B.S., Mechanical Engineering
CFA Institute June 2000 - Present
The Newport Group February 2005 - January 2009
Wachovia Securities July 1998 - February 2005
Florida Institute of Technology June 1996 - February 2005
Aegis Financial Advisors May 1994 - June 1998
Skills
Asset Allocation, Teaching, Financial Analysis, Financial Planning, Financial Markets, Investments, Portfolio Management, Asset Managment, Investment Strategies, Strategic Financial..., Asset Management, Retirement Planning, Financial Modeling, Mutual Funds, Equity Research, Securities, Equities, Valuation, Series 7, Risk Management, Financial Advisory, Finance, Due Diligence, Alternative Investments, Investment Banking, Fixed Income, Investment Advisory, Hedge Funds, Wealth Management, Estate Planning, Equity Valuation, Analysis, Derivatives, Capital Markets, Private Equity, Investment Management, Financial Services, Options, Bonds, Retirement, 401k
Education
Barry University 1996 — 1999
Ph.D., Business with concentration in Finance
North Carolina State University 1975 — 1977
Masters Degree, Mechanical Engineering
North Carolina State University 1971 — 1975
B.S., Mechanical Engineering
Martin Suechting, AIF, CEBS Martin Suechting, AIF, CEBS's The Newport Group Experience August 1999 - November 2009
Job Senior Consultant at Pentegra Retirement Services
Industry Financial Services
Experience
Pentegra Retirement Services November 2014 - Present
Bullseye Capital LLC April 2010 - Present
The Newport Group August 1999 - November 2009
US Bank July 1993 - June 1999
Associated Bank April 1988 - July 1993
Skills
Compliance, Retirement, Plan Design, ERISA, 401k, Pensions, Defined Benefit, 457 Plans, 403 b, Non-Qualified Deferred..., AIF, Series 65, Business Planning, Wealth Management, Investment Advisory, Benefits Administration, Investment Strategies, Investments, Retirement Plan..., Employee Benefits, Financial Services, Retirement Planning, Leadership, Defined Contribution, Mutual Funds, Relationship Management, Series 63, Investment Management, Asset Allocation, Insurance, Securities, Mergers & Acquisitions, Estate Planning, Alternative Investments, Asset Management, Analysis, Fixed Annuities, Wealth Management..., Financial Advisory
Education
Southern Methodist University 1996 — 1997
MBA, Business
Amherst College 1975 — 1979
BA, cum laude, Geology
Neenah High School
Neenah High School
Pentegra Retirement Services November 2014 - Present
Bullseye Capital LLC April 2010 - Present
The Newport Group August 1999 - November 2009
US Bank July 1993 - June 1999
Associated Bank April 1988 - July 1993
Skills
Compliance, Retirement, Plan Design, ERISA, 401k, Pensions, Defined Benefit, 457 Plans, 403 b, Non-Qualified Deferred..., AIF, Series 65, Business Planning, Wealth Management, Investment Advisory, Benefits Administration, Investment Strategies, Investments, Retirement Plan..., Employee Benefits, Financial Services, Retirement Planning, Leadership, Defined Contribution, Mutual Funds, Relationship Management, Series 63, Investment Management, Asset Allocation, Insurance, Securities, Mergers & Acquisitions, Estate Planning, Alternative Investments, Asset Management, Analysis, Fixed Annuities, Wealth Management..., Financial Advisory
Education
Southern Methodist University 1996 — 1997
MBA, Business
Amherst College 1975 — 1979
BA, cum laude, Geology
Neenah High School
Neenah High School
Todd Morocco Todd Morocco's The Newport Group Experience May 2014 - Present
Job Director, Audit / Business Process Improvement
Industry Hospitality
Experience
The Newport Group May 2014 - Present
Darden, Inc. August 2012 - May 2014
Data 2 Logistics January 2012 - August 2012
HD Supply March 2011 - October 2011
HD Supply June 2009 - March 2011
HD Supply January 2008 - June 2009
HD Supply July 2006 - January 2008
HD Supply June 2004 - July 2006
Hughes Supply July 2003 - June 2004
Federal Bureau of Investigation (FBI) June 1995 - December 2002
Skills
Sarbanes-Oxley, Finance, Internal Audit, Internal Controls, Financial Analysis, Accounts Payable, Auditing, Forecasting, Budgets, Process Improvement, Income Statement, Pricing, Business Process..., Inventory Control, Training, Management, Sarbanes-Oxley Act, Policy, Time Management, Inventory Management, Accounting, Six Sigma, Program Management, Variance Analysis, Financial Reporting, General Ledger, CRM, Corporate Fraud...
Education
Florida Metropolitan University 1988 — 1991
The Newport Group May 2014 - Present
Darden, Inc. August 2012 - May 2014
Data 2 Logistics January 2012 - August 2012
HD Supply March 2011 - October 2011
HD Supply June 2009 - March 2011
HD Supply January 2008 - June 2009
HD Supply July 2006 - January 2008
HD Supply June 2004 - July 2006
Hughes Supply July 2003 - June 2004
Federal Bureau of Investigation (FBI) June 1995 - December 2002
Skills
Sarbanes-Oxley, Finance, Internal Audit, Internal Controls, Financial Analysis, Accounts Payable, Auditing, Forecasting, Budgets, Process Improvement, Income Statement, Pricing, Business Process..., Inventory Control, Training, Management, Sarbanes-Oxley Act, Policy, Time Management, Inventory Management, Accounting, Six Sigma, Program Management, Variance Analysis, Financial Reporting, General Ledger, CRM, Corporate Fraud...
Education
Florida Metropolitan University 1988 — 1991
G. E. Russ Russell G. E. Russ Russell's The Newport Group Experience January 2000 - Present
Job President of Management Counsulting Firm
Industry Management Consulting
Experience
The Newport Group January 2000 - Present
Workplace Furnishings, Inc October 1992 - December 2007
Network Services Company February 1991 - December 1992
American Diversified Supply January 1989 - February 1991
Holiday Inn February 1978 - January 1989
Scott Paper February 1965 - February 1978
Skills
Strategic Planning, Start-ups, New Business Development, Team Building, Sales, Sales Management, Negotiation, Contract Negotiation, Business Planning, Marketing Strategy, Team Leadership, B2B, Marketing, Product Development, Business Strategy, Cross-functional Team..., Business Development, Strategy, Leadership, Process Improvement
Education
East Tennessee State University
BS, Industrial Technology
The Newport Group January 2000 - Present
Workplace Furnishings, Inc October 1992 - December 2007
Network Services Company February 1991 - December 1992
American Diversified Supply January 1989 - February 1991
Holiday Inn February 1978 - January 1989
Scott Paper February 1965 - February 1978
Skills
Strategic Planning, Start-ups, New Business Development, Team Building, Sales, Sales Management, Negotiation, Contract Negotiation, Business Planning, Marketing Strategy, Team Leadership, B2B, Marketing, Product Development, Business Strategy, Cross-functional Team..., Business Development, Strategy, Leadership, Process Improvement
Education
East Tennessee State University
BS, Industrial Technology
Liz Fenton Liz Fenton's The Newport Group Experience July 2013 - Present
Job Client Relationship Manager at The Newport Group
Industry Financial Services
Experience
The Newport Group July 2013 - Present
The Newport Group March 2011 - July 2013
Clark Consulting July 2007 - March 2011
Clark Consulting July 2006 - July 2007
Clark Consulting July 2005 - July 2006
North Carolina A&T State University 2002 - 2003
Greensboro Pathology Associates 1999 - 2002
Skills
Insurance, Customer Service, Microsoft Excel, Financial Analysis, Accounting, Life Insurance, ADP Payroll, Payroll, Microsoft Office, Microsoft Word, PowerPoint, BOLI, Series 6, Series 63, CPA, Retirement, 401k, Mutual Funds
Education
University of North Carolina at Greensboro 1998 — 2000
Master's degree, Accounting
Furman University 1986 — 1990
Bachelor's degree, Music Teacher Education
The Newport Group July 2013 - Present
The Newport Group March 2011 - July 2013
Clark Consulting July 2007 - March 2011
Clark Consulting July 2006 - July 2007
Clark Consulting July 2005 - July 2006
North Carolina A&T State University 2002 - 2003
Greensboro Pathology Associates 1999 - 2002
Skills
Insurance, Customer Service, Microsoft Excel, Financial Analysis, Accounting, Life Insurance, ADP Payroll, Payroll, Microsoft Office, Microsoft Word, PowerPoint, BOLI, Series 6, Series 63, CPA, Retirement, 401k, Mutual Funds
Education
University of North Carolina at Greensboro 1998 — 2000
Master's degree, Accounting
Furman University 1986 — 1990
Bachelor's degree, Music Teacher Education
Brian C. Francis Brian C. Francis's The Newport Group Experience July 2008 - July 2013
Job Senior Director, Client Relationship Manager at MullinTBG
Industry Financial Services
Experience
MullinTBG, a Prudential Financial company July 2013 - Present
The Newport Group July 2008 - July 2013
ING U.S. October 2007 - June 2008
Hewitt Associates September 2005 - May 2007
Hewitt Associates September 1997 - September 2005
Diversified Investment Advisors 1989 - 1997
Skills
Deferred Compensation, Employee Benefits, CRM, Leadership, Defined Benefit, ERISA, Defined Contribution, Pensions, Operations Management, Project Management, Retirement Planning, Retirement, Retirement Plan..., Profit Sharing, People Development, Qualified Retirement..., Executive Pay, Benefits Administration, Outsourcing, Helping Clients Succeed, Helping Others Succeed, People Skills, Process Improvement, Pension Administration, Call Centers, Management, Series 63, Asset Allocation, Mutual Funds, Series 6, Human Resources, Vendor Management, Series 7, Client Counseling, Financial Services, Investments, Finance
Education
City University of New York-Herbert H. Lehman College 1990 — 1996
Bachelor's Degree, Accounting
MullinTBG, a Prudential Financial company July 2013 - Present
The Newport Group July 2008 - July 2013
ING U.S. October 2007 - June 2008
Hewitt Associates September 2005 - May 2007
Hewitt Associates September 1997 - September 2005
Diversified Investment Advisors 1989 - 1997
Skills
Deferred Compensation, Employee Benefits, CRM, Leadership, Defined Benefit, ERISA, Defined Contribution, Pensions, Operations Management, Project Management, Retirement Planning, Retirement, Retirement Plan..., Profit Sharing, People Development, Qualified Retirement..., Executive Pay, Benefits Administration, Outsourcing, Helping Clients Succeed, Helping Others Succeed, People Skills, Process Improvement, Pension Administration, Call Centers, Management, Series 63, Asset Allocation, Mutual Funds, Series 6, Human Resources, Vendor Management, Series 7, Client Counseling, Financial Services, Investments, Finance
Education
City University of New York-Herbert H. Lehman College 1990 — 1996
Bachelor's Degree, Accounting
Todd Gariepy's The Newport Group Experience 2013 - February 2015
Job Supervising Agent for Liberty National Life Insurance company.
Industry Outsourcing/Offshoring
Experience
Liberty National Life Insurance Company July 2014 - Present
The Newport Group 2013 - February 2015
Aon Hewitt 2009 - 2013
Aon Hewitt April 2005 - July 2009
Skills
SDLC, Requirements Analysis, Systems Analysis, Vendor Management, Requirements Gathering, Business Analysis, Service Delivery, SQL, Software Project..., Outsourcing, DB2, User Acceptance Testing, 401k, Defined Benefit, Operations Management, Six Sigma, Employee Training, Microsoft Excel, Client Relations Skills, Technical Documentation, Operational Planning, Business Requirements, Training, Software Documentation, Quality Assurance, Business Process..., Process Improvement, Offshoring, Business Process..., Resource Management, Data Migration, Testing, Business Intelligence, Analysis, Integration, IT Service Management, Call Centers, IT Operations, Test Planning, Gap Analysis, Transition Management, JCL
Education
Florida Technical College 2000 — 2002
Associate of Science (A.S.), System, Networking, and LAN/WAN Management/Manager
Liberty National Life Insurance Company July 2014 - Present
The Newport Group 2013 - February 2015
Aon Hewitt 2009 - 2013
Aon Hewitt April 2005 - July 2009
Skills
SDLC, Requirements Analysis, Systems Analysis, Vendor Management, Requirements Gathering, Business Analysis, Service Delivery, SQL, Software Project..., Outsourcing, DB2, User Acceptance Testing, 401k, Defined Benefit, Operations Management, Six Sigma, Employee Training, Microsoft Excel, Client Relations Skills, Technical Documentation, Operational Planning, Business Requirements, Training, Software Documentation, Quality Assurance, Business Process..., Process Improvement, Offshoring, Business Process..., Resource Management, Data Migration, Testing, Business Intelligence, Analysis, Integration, IT Service Management, Call Centers, IT Operations, Test Planning, Gap Analysis, Transition Management, JCL
Education
Florida Technical College 2000 — 2002
Associate of Science (A.S.), System, Networking, and LAN/WAN Management/Manager
Kim Casanova Kim Casanova's The Newport Group Experience May 2010 - September 2012
Job Coordinator for Corporate Events Production Department at JHE Production Group, Inc.
Industry Entertainment
Experience
JHE Production Group, Inc. August 2014 - Present
Total Event Production September 2012 - Present
Kim Casanova Photography January 2012 - Present
Shutter 16 Magazine October 2012 - Present
The Newport Group May 2010 - September 2012
The Newport Group 2006 - 2010
Skills
Photography, Event Photography, Live Events, Wedding Photography, Photojournalism, Customer Service, Drawing, 401k, Loans, Administrative..., Office Administration, Front Office, Operations Management, Retail, Retail Sales, Organization
Education
Central Piedmont Community College 2003 — 2008
Associate of Arts (AA), Studio Art
JHE Production Group, Inc. August 2014 - Present
Total Event Production September 2012 - Present
Kim Casanova Photography January 2012 - Present
Shutter 16 Magazine October 2012 - Present
The Newport Group May 2010 - September 2012
The Newport Group 2006 - 2010
Skills
Photography, Event Photography, Live Events, Wedding Photography, Photojournalism, Customer Service, Drawing, 401k, Loans, Administrative..., Office Administration, Front Office, Operations Management, Retail, Retail Sales, Organization
Education
Central Piedmont Community College 2003 — 2008
Associate of Arts (AA), Studio Art
Jill Andrews Jill Andrews's The Newport Group Experience August 2013 - May 2014
Job at
Industry Financial Services
Experience
Aon Hewitt May 2014 - Present
The Newport Group August 2013 - May 2014
MassMutual Financial Group January 2013 - June 2013
The Hartford November 2011 - December 2012
The Hartford March 2008 - November 2011
Merrill Lynch December 2007 - March 2008
EPIC Advisors, Inc. October 2005 - December 2007
USI Consulting Group July 1998 - June 2005
Skills
Wealth Management, Defined Benefit
Education
Catawba College 1994 — 1998
Bachelor of Arts (B.A.), Mathematics
Aon Hewitt May 2014 - Present
The Newport Group August 2013 - May 2014
MassMutual Financial Group January 2013 - June 2013
The Hartford November 2011 - December 2012
The Hartford March 2008 - November 2011
Merrill Lynch December 2007 - March 2008
EPIC Advisors, Inc. October 2005 - December 2007
USI Consulting Group July 1998 - June 2005
Skills
Wealth Management, Defined Benefit
Education
Catawba College 1994 — 1998
Bachelor of Arts (B.A.), Mathematics
Sylvia Grijalva Sylvia Grijalva's The Newport Group Experience July 2000 - May 2010
Job Owner at On The Spot Cleaning Services, Inc.
Industry Consumer Services
Experience
On The Spot Cleaning May 2010 - Present
The Newport Group July 2000 - May 2010
Education
Edison Community College
On The Spot Cleaning May 2010 - Present
The Newport Group July 2000 - May 2010
Education
Edison Community College
Eric Pannell, MBA, PMP's The Newport Group Experience 2014 - 2014
Job Sr. Consultant
Industry Information Technology and Services
Experience
Wells Fargo June 2010 - Present
The Newport Group 2014 - 2014
The Newport Group 2014 - 2014
Rollover Systems, Inc. January 2008 - July 2010
The Vanguard Group July 2005 - January 2008
Charlotte Chamber of Commerce December 2003 - February 2005
Enterprise Rent A Car December 2002 - December 2003
Skills
SDLC, Business Process..., Business Analysis, Visio, Business Process, Requirements Gathering, Change Management, SharePoint, Management, Business Requirements, MS Project, Customer Service, Process Improvement, Resource Management, Risk Management, Analysis, Scope Management, Software Project..., Conflict Resolution, Product Requirements, Requirements Analysis, Time Management, Project Planning, PMO, Team Leadership, Business Management, Team Building, Agile, Documentation, Problem Solving, Management Consulting, Risk Mitigation, Customer Relations, Waterfall, PMBOK, PMP, HTML 5, CSS, Oracle Applications
Education
Central Piedmont Community College 2013 — 2015
Associate of Arts and Sciences (AAS), Computer Integration (Database Analysis/Programming)
Columbia Southern University 2009 — 2010
MBA, Project Manager
Strayer University 2006 — 2008
Master of Business Administration, Management
Bluefield State College 1997 — 2002
BS, Business Administration
Bluefield High School 1994 — 1997
Wells Fargo June 2010 - Present
The Newport Group 2014 - 2014
The Newport Group 2014 - 2014
Rollover Systems, Inc. January 2008 - July 2010
The Vanguard Group July 2005 - January 2008
Charlotte Chamber of Commerce December 2003 - February 2005
Enterprise Rent A Car December 2002 - December 2003
Skills
SDLC, Business Process..., Business Analysis, Visio, Business Process, Requirements Gathering, Change Management, SharePoint, Management, Business Requirements, MS Project, Customer Service, Process Improvement, Resource Management, Risk Management, Analysis, Scope Management, Software Project..., Conflict Resolution, Product Requirements, Requirements Analysis, Time Management, Project Planning, PMO, Team Leadership, Business Management, Team Building, Agile, Documentation, Problem Solving, Management Consulting, Risk Mitigation, Customer Relations, Waterfall, PMBOK, PMP, HTML 5, CSS, Oracle Applications
Education
Central Piedmont Community College 2013 — 2015
Associate of Arts and Sciences (AAS), Computer Integration (Database Analysis/Programming)
Columbia Southern University 2009 — 2010
MBA, Project Manager
Strayer University 2006 — 2008
Master of Business Administration, Management
Bluefield State College 1997 — 2002
BS, Business Administration
Bluefield High School 1994 — 1997
Thomas Pittman's The Newport Group Experience May 2006 - January 2010
Job Managing Director, Chief Marketing Officer at EWM
Industry Education Management
Experience
EWM March 2011 - Present
Five Star Institute April 2010 - April 2011
The Newport Group May 2006 - January 2010
ADP, Inc. May 1999 - April 2006
Merrill Lynch June 1997 - May 1999
ADP, Inc. June 1995 - May 1997
Merrill Lynch January 1993 - June 1995
Skills
Asset Management, Leadership, Mergers, Retirement, Employee Benefits
Education
Baylor University 1984 — 1988
Bachelor of Arts, Business Administration
EWM March 2011 - Present
Five Star Institute April 2010 - April 2011
The Newport Group May 2006 - January 2010
ADP, Inc. May 1999 - April 2006
Merrill Lynch June 1997 - May 1999
ADP, Inc. June 1995 - May 1997
Merrill Lynch January 1993 - June 1995
Skills
Asset Management, Leadership, Mergers, Retirement, Employee Benefits
Education
Baylor University 1984 — 1988
Bachelor of Arts, Business Administration
Christopher Volante's The Newport Group Experience August 2014 - Present
Job Senior Implementation Project Manager at The Newport Group
Industry Financial Services
Experience
The Newport Group August 2014 - Present
Volante Running 2007 - Present
Putnam Investments January 2011 - August 2014
Fidelity Investments January 2006 - January 2011
Fidelity Human Resource Services July 2004 - December 2005
Fidelity Institutional Retirement Services Company April 2000 - June 2004
New York Life Benefit Services, Inc July 1997 - March 2000
Putnam Investments November 1995 - June 1997
Skills
Customer Relations, Investments, Process Improvement, Mentoring, Team Building, Customer Service, Leadership, Project Management, Management, Project Planning, Human Resources, Marketing, Mergers & Acquisitions, Sales, Relationship Management, CRM, Financial Services
Education
Bentley University 1991 — 1995
BS, Marketing
The Newport Group August 2014 - Present
Volante Running 2007 - Present
Putnam Investments January 2011 - August 2014
Fidelity Investments January 2006 - January 2011
Fidelity Human Resource Services July 2004 - December 2005
Fidelity Institutional Retirement Services Company April 2000 - June 2004
New York Life Benefit Services, Inc July 1997 - March 2000
Putnam Investments November 1995 - June 1997
Skills
Customer Relations, Investments, Process Improvement, Mentoring, Team Building, Customer Service, Leadership, Project Management, Management, Project Planning, Human Resources, Marketing, Mergers & Acquisitions, Sales, Relationship Management, CRM, Financial Services
Education
Bentley University 1991 — 1995
BS, Marketing
Vanessa Stewart Vanessa Stewart's The Newport Group Experience February 2012 - Present
Job Computer Professional with extensive background designing, developing, testing, maintaining new and existing apps
Industry Financial Services
Experience
The Newport Group February 2012 - Present
Wells Fargo July 2006 - December 2011
Computer Intelligence Associates September 1998 - September 2005
Skills
Manual Testing, Business Analysis, Change Management, Requirements Analysis, SDLC, Quality Assurance, Business Requirements, Testing, Process Improvement, Analysis, Team Leadership, Leadership, Software Project..., Training, Product Development, Business Development, Sales, Customer Service, Coaching, Management
Education
Fairmont State University 1983 — 1986
BS, Mathmatics
The Newport Group February 2012 - Present
Wells Fargo July 2006 - December 2011
Computer Intelligence Associates September 1998 - September 2005
Skills
Manual Testing, Business Analysis, Change Management, Requirements Analysis, SDLC, Quality Assurance, Business Requirements, Testing, Process Improvement, Analysis, Team Leadership, Leadership, Software Project..., Training, Product Development, Business Development, Sales, Customer Service, Coaching, Management
Education
Fairmont State University 1983 — 1986
BS, Mathmatics
Stephen Jones CPA, CIA's The Newport Group Experience September 2013 - April 2014
Job Medidata Professional Audit Consultant
Industry Accounting
Experience
The Newport Group September 2013 - April 2014
City of Orlando March 2012 - August 2013
Wendy's/Arby's Group, Inc. September 2009 - September 2011
Wendy's/Arby's Group, Inc. July 2006 - September 2009
Thomas & Reed, LLC 2005 - 2006
Contractor 2003 - 2005
Ernst & Young 2001 - 2003
Skills
Auditing, Internal Controls, SOX Compliance, Audit Reports, Data Analytics, Financial Reporting, US GAAP, Accounts Payable, Accruals, Account Reconciliations, Fixed Asset Depreciation, Deferred Compensation, General Ledger, Journal Entries, Month End Close, Payroll, Variance Analysis, Tax Returns, Building Professional..., Customer Service, Manage Client..., Microsoft Excel, Microsoft Word, Microsoft Office, Project Management, Oracle, PeopleSoft, ACL, Auto Audit
Education
Indiana University - Kelley School of Business
Bachelor's Degree, Accounting/Finance
North Central High School
The Newport Group September 2013 - April 2014
City of Orlando March 2012 - August 2013
Wendy's/Arby's Group, Inc. September 2009 - September 2011
Wendy's/Arby's Group, Inc. July 2006 - September 2009
Thomas & Reed, LLC 2005 - 2006
Contractor 2003 - 2005
Ernst & Young 2001 - 2003
Skills
Auditing, Internal Controls, SOX Compliance, Audit Reports, Data Analytics, Financial Reporting, US GAAP, Accounts Payable, Accruals, Account Reconciliations, Fixed Asset Depreciation, Deferred Compensation, General Ledger, Journal Entries, Month End Close, Payroll, Variance Analysis, Tax Returns, Building Professional..., Customer Service, Manage Client..., Microsoft Excel, Microsoft Word, Microsoft Office, Project Management, Oracle, PeopleSoft, ACL, Auto Audit
Education
Indiana University - Kelley School of Business
Bachelor's Degree, Accounting/Finance
North Central High School
Alan Valenca Alan Valenca's The Newport Group Experience January 2008 - January 2010
Job Vice President Regional Sales Consultant at T. Rowe Price
Industry Financial Services
Experience
T. Rowe Price February 2013 - Present
Retirement Alliance, Inc. February 2010 - February 2013
The Newport Group January 2008 - January 2010
ADP June 2003 - January 2008
Walker MacRae, Inc. July 2001 - June 2003
Morgan Stanley June 1998 - July 2001
ADP August 1993 - June 1998
Skills
Retirement, Mutual Funds, 401k, Retirement Planning, Investments, Employee Benefits, Marketing Strategy, ERISA, Sales, Investment Advisory, New Business Development, Defined Benefit, Asset Management, Retirement Plans, Defined Contribution, Sales Management, Asset Allocation, Public Speaking, Strategic Financial..., Selling, Strategic Planning, Securities, Plan Design, Financial Planning, Series 63, Financial Advisory, Business Planning
Education
Colgate University 1982 — 1986
BA
Boston University 1988 — 1991
Certificate in Financial Planning
Babson College 1991 — 1996
MBA
T. Rowe Price February 2013 - Present
Retirement Alliance, Inc. February 2010 - February 2013
The Newport Group January 2008 - January 2010
ADP June 2003 - January 2008
Walker MacRae, Inc. July 2001 - June 2003
Morgan Stanley June 1998 - July 2001
ADP August 1993 - June 1998
Skills
Retirement, Mutual Funds, 401k, Retirement Planning, Investments, Employee Benefits, Marketing Strategy, ERISA, Sales, Investment Advisory, New Business Development, Defined Benefit, Asset Management, Retirement Plans, Defined Contribution, Sales Management, Asset Allocation, Public Speaking, Strategic Financial..., Selling, Strategic Planning, Securities, Plan Design, Financial Planning, Series 63, Financial Advisory, Business Planning
Education
Colgate University 1982 — 1986
BA
Boston University 1988 — 1991
Certificate in Financial Planning
Babson College 1991 — 1996
MBA
Melinda Gordon Melinda Gordon's The Newport Group Experience May 2013 - Present
Job BOLI Account Manager at The Newport Group
Industry Financial Services
Experience
The Newport Group May 2013 - Present
The Newport Group November 2010 - May 2013
Casting Bread Food Pantry September 2009 - May 2010
American Eagle Outfitters December 2004 - September 2007
Russell L. Isenhour, CPA May 2005 - July 2005
Skills
Excel, Adobe Acrobat, Organizing, Retail, Insurance, Analysis, Customer Service, PowerPoint, Public Speaking, Microsoft Word, Microsoft Office, Outlook, Data Entry, Team Building, Spreadsheets, Inventory Management, Sales, Marketing, Public Relations, Administrative..., Microsoft Excel, Team Leadership, Management, Training
Education
Appalachian State University 2006 — 2010
Bachelor of Arts, Religious Studies
St. Stephens High School 2002 — 2006
GED
The Newport Group May 2013 - Present
The Newport Group November 2010 - May 2013
Casting Bread Food Pantry September 2009 - May 2010
American Eagle Outfitters December 2004 - September 2007
Russell L. Isenhour, CPA May 2005 - July 2005
Skills
Excel, Adobe Acrobat, Organizing, Retail, Insurance, Analysis, Customer Service, PowerPoint, Public Speaking, Microsoft Word, Microsoft Office, Outlook, Data Entry, Team Building, Spreadsheets, Inventory Management, Sales, Marketing, Public Relations, Administrative..., Microsoft Excel, Team Leadership, Management, Training
Education
Appalachian State University 2006 — 2010
Bachelor of Arts, Religious Studies
St. Stephens High School 2002 — 2006
GED
Kader Joseph's The Newport Group Experience April 2013 - August 2013
Job Wealth Planning Analyst at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Wealth Management June 2015 - Present
UBS 2015 - 2015
The Newport Group April 2013 - August 2013
XPO Logistics, Inc. February 2013 - March 2013
Vintage Wealth Management Group June 2012 - January 2013
Education
Appalachian State University 2008 — 2012
Bachelor of Science (BS), Finance and Banking
Providence High 2004 — 2008
UBS Wealth Management June 2015 - Present
UBS 2015 - 2015
The Newport Group April 2013 - August 2013
XPO Logistics, Inc. February 2013 - March 2013
Vintage Wealth Management Group June 2012 - January 2013
Education
Appalachian State University 2008 — 2012
Bachelor of Science (BS), Finance and Banking
Providence High 2004 — 2008
Carlie Devaney Carlie Devaney's The Newport Group Experience May 2013 - Present
Job Project Specialist at The Newport Group
Industry Financial Services
Experience
The Newport Group May 2013 - Present
The Newport Group October 2010 - Present
ARAMARK July 2009 - October 2010
ARAMARK March 2008 - July 2009
ARAMARK October 2007 - March 2008
Skills
Public Relations, Customer Service, Marketing, Leadership, Management, Account Management, Microsoft Office, Microsoft Excel, Project Management, Training, Budgets, New Business Development, Sales Management
Education
New England College 2010 — 2012
MS, Management, Strategic Leadership
Elon University 2003 — 2007
BA, English-Professional Writing & Rhetoric
The Newport Group May 2013 - Present
The Newport Group October 2010 - Present
ARAMARK July 2009 - October 2010
ARAMARK March 2008 - July 2009
ARAMARK October 2007 - March 2008
Skills
Public Relations, Customer Service, Marketing, Leadership, Management, Account Management, Microsoft Office, Microsoft Excel, Project Management, Training, Budgets, New Business Development, Sales Management
Education
New England College 2010 — 2012
MS, Management, Strategic Leadership
Elon University 2003 — 2007
BA, English-Professional Writing & Rhetoric
Jeff Welte's The Newport Group Experience February 2010 - Present
Job Sr. Client Relationship Manager at The Newport Group
Industry Financial Services
Experience
The Newport Group February 2010 - Present
The Newport Group 2006 - April 2010
Hewitt Associates 2004 - 2006
PricewaterhouseCoopers / Unifi / Mellon HR Solutions February 1999 - June 2004
Buck Consultants 1996 - 1999
National Electronic Information Corporation (NEIC) January 1994 - December 1996
UNICEF January 1993 - January 1994
HHL Financial Services May 1991 - January 1993
KPMG Peat Marwick September 1989 - May 1991
Prudential-Bache Securites October 1987 - September 1989
Skills
Process Improvement, Business Analysis, Outsourcing, Insurance, Defined Benefit, Retirement, Pensions, 401k, Finance, CRM, Employee Benefits, Financial Services, Retirement Planning, Relationship Management, Executive Pay, Investments, Equities, Risk Management, Asset Allocation, Mutual Funds, Defined Contribution, Vendor Management, Strategic Financial...
Education
Columbia University in the City of New York 1994 — 1995
C Programming
Grove City College 1983 — 1987
Bachelor of Arts (BA), International Business
The Newport Group February 2010 - Present
The Newport Group 2006 - April 2010
Hewitt Associates 2004 - 2006
PricewaterhouseCoopers / Unifi / Mellon HR Solutions February 1999 - June 2004
Buck Consultants 1996 - 1999
National Electronic Information Corporation (NEIC) January 1994 - December 1996
UNICEF January 1993 - January 1994
HHL Financial Services May 1991 - January 1993
KPMG Peat Marwick September 1989 - May 1991
Prudential-Bache Securites October 1987 - September 1989
Skills
Process Improvement, Business Analysis, Outsourcing, Insurance, Defined Benefit, Retirement, Pensions, 401k, Finance, CRM, Employee Benefits, Financial Services, Retirement Planning, Relationship Management, Executive Pay, Investments, Equities, Risk Management, Asset Allocation, Mutual Funds, Defined Contribution, Vendor Management, Strategic Financial...
Education
Columbia University in the City of New York 1994 — 1995
C Programming
Grove City College 1983 — 1987
Bachelor of Arts (BA), International Business
Michelle Pellerin Michelle Pellerin's The Newport Group Experience June 2011 - March 2012
Job Transition Manager at Diversified
Industry Financial Services
Experience
Transamerica Retirement Solutions September 2012 - Present
Transamerica Retirement Solutions 2012 - 2015
Transamerica Retirement Solutions 2012 - 2015
The Newport Group June 2011 - March 2012
The Entrepreneur's Source July 2009 - June 2011
JPMorgan Retirement Plan Services October 2005 - January 2009
JP Morgan Retirement Plan Services October 2002 - October 2005
American Century/JPMorgan Retirement Plan Services January 2000 - October 2002
American Century/JPMorgan Retirement Plan Services January 1998 - January 2000
Pension Consultants and Administrators, Inc. 1994 - 1998
Skills
Strategic Planning, Vendor Management, Strategy, Process Improvement, Employee Benefits, Financial Analysis, Project Management, Business Analysis, Customer Service, Product Management, Leadership, Management, Team Building, Coaching, Team Leadership, Human Resources, CRM, Training, Mutual Funds, Sales Management, Business Planning, Budgets, Business Development, Mergers & Acquisitions, Account Management, Competitive Analysis, Small Business
Education
Keller Graduate School of Management 2003 — 2005
MBA, Marketing and International Business
The University of Texas at Arlington 1984 — 1986
MBA, Accounting
Boston University 1979 — 1982
B.A., Psychology
Transamerica Retirement Solutions September 2012 - Present
Transamerica Retirement Solutions 2012 - 2015
Transamerica Retirement Solutions 2012 - 2015
The Newport Group June 2011 - March 2012
The Entrepreneur's Source July 2009 - June 2011
JPMorgan Retirement Plan Services October 2005 - January 2009
JP Morgan Retirement Plan Services October 2002 - October 2005
American Century/JPMorgan Retirement Plan Services January 2000 - October 2002
American Century/JPMorgan Retirement Plan Services January 1998 - January 2000
Pension Consultants and Administrators, Inc. 1994 - 1998
Skills
Strategic Planning, Vendor Management, Strategy, Process Improvement, Employee Benefits, Financial Analysis, Project Management, Business Analysis, Customer Service, Product Management, Leadership, Management, Team Building, Coaching, Team Leadership, Human Resources, CRM, Training, Mutual Funds, Sales Management, Business Planning, Budgets, Business Development, Mergers & Acquisitions, Account Management, Competitive Analysis, Small Business
Education
Keller Graduate School of Management 2003 — 2005
MBA, Marketing and International Business
The University of Texas at Arlington 1984 — 1986
MBA, Accounting
Boston University 1979 — 1982
B.A., Psychology
Lauren Kirk's The Newport Group Experience January 2013 - May 2013
Job Master of Architecture Candidate
Industry Architecture & Planning
Experience
Rubelle & Norman Schafler Gallery August 2014 - Present
MESH Architectures May 2015 - August 2015
Diller Scofidio + Renfro December 2014 - January 2015
Syncarpha Capital July 2013 - March 2014
The Office of PlayLab, Inc. December 2013 - January 2014
The Newport Group January 2013 - May 2013
The Baumeister/Tice Lab, The Social Psychology Lab at Florida State University August 2010 - December 2012
The Maner Lab, The Social Psychology Lab at Florida State University January 2011 - January 2012
The Charness Lab, The Cognitive Psychology lab at Florida State University January 2010 - April 2010
Skills
Research, Spanish, AutoCAD, Editing, Social Media, Marketing, Rhinoceros, Maya, 3D Printing, Photoshop, Illustrator, Squarespace
Education
Pratt Institute 2013 — 2016
Master of Architecture (M.Arch.), Architecture
Florida State University 2009 — 2012
Bachelor of Arts & Science, Psychology
Parsons School of Design 2012 — 2012
Summer Studies in Constructed Environments, Architecture
Rubelle & Norman Schafler Gallery August 2014 - Present
MESH Architectures May 2015 - August 2015
Diller Scofidio + Renfro December 2014 - January 2015
Syncarpha Capital July 2013 - March 2014
The Office of PlayLab, Inc. December 2013 - January 2014
The Newport Group January 2013 - May 2013
The Baumeister/Tice Lab, The Social Psychology Lab at Florida State University August 2010 - December 2012
The Maner Lab, The Social Psychology Lab at Florida State University January 2011 - January 2012
The Charness Lab, The Cognitive Psychology lab at Florida State University January 2010 - April 2010
Skills
Research, Spanish, AutoCAD, Editing, Social Media, Marketing, Rhinoceros, Maya, 3D Printing, Photoshop, Illustrator, Squarespace
Education
Pratt Institute 2013 — 2016
Master of Architecture (M.Arch.), Architecture
Florida State University 2009 — 2012
Bachelor of Arts & Science, Psychology
Parsons School of Design 2012 — 2012
Summer Studies in Constructed Environments, Architecture
Faz Khan Faz Khan's The Newport Group Experience May 2013 - July 2013
Job Finance Operations at Verizon
Industry Financial Services
Experience
Verizon September 2014 - Present
Sears Home Improvement Products July 2013 - September 2014
The Newport Group May 2013 - July 2013
Aon Hewitt December 2011 - May 2013
Cornell University August 2007 - May 2011
Oasis Outsourcing June 2010 - August 2010
American Eagle Outfitters June 2007 - January 2010
UBS Wealth Management May 2009 - August 2009
Skills
Research, Microsoft Office, Social Media Marketing, PowerPoint, Microsoft Excel, Data Analysis, Microsoft Word, Public Speaking, Social Media, Customer Service, Fundraising, Event Planning, Statistics, Nonprofits, Community Outreach, Leadership, Social Networking, Marketing, Access, Teamwork, Human Resources, Facebook, Strategic Planning, Marketing Strategy, Marketing Communications, Lotus Notes, Time Management, Training, Market Research, Outlook
Education
Cornell University
Bachelor's Degree, Applied Economics and Management
Verizon September 2014 - Present
Sears Home Improvement Products July 2013 - September 2014
The Newport Group May 2013 - July 2013
Aon Hewitt December 2011 - May 2013
Cornell University August 2007 - May 2011
Oasis Outsourcing June 2010 - August 2010
American Eagle Outfitters June 2007 - January 2010
UBS Wealth Management May 2009 - August 2009
Skills
Research, Microsoft Office, Social Media Marketing, PowerPoint, Microsoft Excel, Data Analysis, Microsoft Word, Public Speaking, Social Media, Customer Service, Fundraising, Event Planning, Statistics, Nonprofits, Community Outreach, Leadership, Social Networking, Marketing, Access, Teamwork, Human Resources, Facebook, Strategic Planning, Marketing Strategy, Marketing Communications, Lotus Notes, Time Management, Training, Market Research, Outlook
Education
Cornell University
Bachelor's Degree, Applied Economics and Management
Jessie M. Holmes's The Newport Group Experience March 2013 - May 2015
Job Client Account Manager
Industry Financial Services
Experience
Wells Fargo May 2015 - Present
The Newport Group March 2013 - May 2015
TIAA-CREF October 2003 - June 2008
Vanguard January 1998 - September 2001
Skills
Retirement, Pensions, Wealth Management, Retirement Planning, 401k, Mutual Funds, Series 63, Series 7, Asset Allocation, Series 6, Financial Services, Securities, Investment Advisory, IRAs, Microsoft Excel, PowerPoint, Investment Strategies, Training, Deferred Compensation
Education
Loyola University Chicago School of Law 2014 — 2016
Master of Jurisprudence, Business Law & Corporate Compliance
Central Piedmont Community College 2012 — 2013
Paralegal Certification, Legal Assistant/Paralegal
University of North Carolina at Charlotte 2009 — 2011
Bachelor's degree, Criminal Justice/ Political Science
North Carolina Central University 1989 — 1994
Biology, Biology, General
Wells Fargo May 2015 - Present
The Newport Group March 2013 - May 2015
TIAA-CREF October 2003 - June 2008
Vanguard January 1998 - September 2001
Skills
Retirement, Pensions, Wealth Management, Retirement Planning, 401k, Mutual Funds, Series 63, Series 7, Asset Allocation, Series 6, Financial Services, Securities, Investment Advisory, IRAs, Microsoft Excel, PowerPoint, Investment Strategies, Training, Deferred Compensation
Education
Loyola University Chicago School of Law 2014 — 2016
Master of Jurisprudence, Business Law & Corporate Compliance
Central Piedmont Community College 2012 — 2013
Paralegal Certification, Legal Assistant/Paralegal
University of North Carolina at Charlotte 2009 — 2011
Bachelor's degree, Criminal Justice/ Political Science
North Carolina Central University 1989 — 1994
Biology, Biology, General
Melissa Maloy (Harwood)'s The Newport Group Experience 2004 - 2008
Job Makeup Artist at Faces by Mel
Industry Cosmetics
Experience
Faces by Mel December 2003 - Present
Dixon Ticonderoga 2013 - March 2014
FurstPerson August 2010 - February 2012
Ajilon August 2009 - August 2010
AppleOne April 2008 - August 2009
The Newport Group 2004 - 2008
Skills
Employee Relations, Account Management, Human Resources, Customer Service, Outlook, Recruiting, Microsoft Office, Sales, Marketing, PowerPoint, Event Planning, Team Leadership, Team Building, Strategic Planning, Process Improvement, Negotiation, Microsoft Word, Microsoft Excel
Education
Florida College of Natural Health-Maitland 2003 — 2003
Esthetician, Aesthetician/Esthetician and Skin Care Specialist
Faces by Mel December 2003 - Present
Dixon Ticonderoga 2013 - March 2014
FurstPerson August 2010 - February 2012
Ajilon August 2009 - August 2010
AppleOne April 2008 - August 2009
The Newport Group 2004 - 2008
Skills
Employee Relations, Account Management, Human Resources, Customer Service, Outlook, Recruiting, Microsoft Office, Sales, Marketing, PowerPoint, Event Planning, Team Leadership, Team Building, Strategic Planning, Process Improvement, Negotiation, Microsoft Word, Microsoft Excel
Education
Florida College of Natural Health-Maitland 2003 — 2003
Esthetician, Aesthetician/Esthetician and Skin Care Specialist
Melissa D. Mullen - Risavy Melissa D. Mullen - Risavy's The Newport Group Experience July 2012 - Present
Job Sr. New Business at The Newport Group
Industry Financial Services
Experience
The Newport Group July 2012 - Present
Duer Wagner III, Inc. January 2012 - July 2012
YWCA of Metropolitan Dallas February 2010 - July 2012
Clark Consulting an AEGON Company October 2007 - December 2011
Clark Consulting, Inc. September 2005 - October 2007
Alpine Engineered Products, Inc. February 2002 - September 2005
Birch Telecom August 2000 - January 2002
Walls Industries March 2000 - August 2000
Army & Air Force Exchange Service (AAFES) July 1998 - January 2000
Owen Oil Tools April 1995 - August 1997
Skills
Human Resources, Office Administration, Life Insurance, Strategic Planning, Customer Service, Training, Project Management, Marketing, Process Improvement, Microsoft Office, Public Speaking, Management, Business Planning, Leadership, Recruiting, Analysis, Sales, New Business Development
Education
Collin County Community College 2006 — 2010
Certificate, Event & Meeting Management
Tarrant County College 1992 — 2008
A.A., General Studies
The Newport Group July 2012 - Present
Duer Wagner III, Inc. January 2012 - July 2012
YWCA of Metropolitan Dallas February 2010 - July 2012
Clark Consulting an AEGON Company October 2007 - December 2011
Clark Consulting, Inc. September 2005 - October 2007
Alpine Engineered Products, Inc. February 2002 - September 2005
Birch Telecom August 2000 - January 2002
Walls Industries March 2000 - August 2000
Army & Air Force Exchange Service (AAFES) July 1998 - January 2000
Owen Oil Tools April 1995 - August 1997
Skills
Human Resources, Office Administration, Life Insurance, Strategic Planning, Customer Service, Training, Project Management, Marketing, Process Improvement, Microsoft Office, Public Speaking, Management, Business Planning, Leadership, Recruiting, Analysis, Sales, New Business Development
Education
Collin County Community College 2006 — 2010
Certificate, Event & Meeting Management
Tarrant County College 1992 — 2008
A.A., General Studies
Maggie Limberty Maggie Limberty's The Newport Group Experience November 2010 - Present
Job Client Relationship Manager at The Newport Group
Industry Financial Services
Experience
The Newport Group November 2010 - Present
Great West Retirement Services July 2008 - November 2010
Hewitt Associates May 2006 - December 2007
Hewitt Associates July 2002 - February 2006
Hewitt Associates July 1998 - June 2002
Various Retail 1994 - 1998
Coyote Video Production Company 1992 - 1994
Skills
Employee Benefits, 401k, CRM, Leadership, Management, Defined Benefit, Training, Process Improvement, Deferred Compensation, Retirement, Investments, ERISA, Series 6, Benefits Administration, Defined Contribution, Retirement Planning, Pensions, Executive Pay, FINRA, Vendor Management, Mutual Funds, Qualified Retirement..., Insurance, Financial Services, Non-Qualified Deferred..., Performance Management, Series 63, Asset Allocation, 409A, Variable Life, Business Process..., 457 Plans, 403 b, Team Building, Health Insurance, Workforce Management, Retail Category..., Invoicing, Public Speaking, Executive Benefit...
Education
Clarion University of Pennsylvania 1987 — 1992
BS, Communication
The Newport Group November 2010 - Present
Great West Retirement Services July 2008 - November 2010
Hewitt Associates May 2006 - December 2007
Hewitt Associates July 2002 - February 2006
Hewitt Associates July 1998 - June 2002
Various Retail 1994 - 1998
Coyote Video Production Company 1992 - 1994
Skills
Employee Benefits, 401k, CRM, Leadership, Management, Defined Benefit, Training, Process Improvement, Deferred Compensation, Retirement, Investments, ERISA, Series 6, Benefits Administration, Defined Contribution, Retirement Planning, Pensions, Executive Pay, FINRA, Vendor Management, Mutual Funds, Qualified Retirement..., Insurance, Financial Services, Non-Qualified Deferred..., Performance Management, Series 63, Asset Allocation, 409A, Variable Life, Business Process..., 457 Plans, 403 b, Team Building, Health Insurance, Workforce Management, Retail Category..., Invoicing, Public Speaking, Executive Benefit...
Education
Clarion University of Pennsylvania 1987 — 1992
BS, Communication
Holly McGiboney Holly McGiboney's The Newport Group Experience August 2007 - Present
Job Vice President, Human Resources at The Newport Group and Verisight, Inc.
Industry Financial Services
Experience
The Newport Group and Verisight, Inc. April 2015 - Present
The Newport Group August 2007 - Present
The Newport Group July 2009 - May 2011
The Newport Group August 2007 - July 2009
CDI Global Staffing Services 1999 - 2001
PTS Learning Systems June 1997 - March 1999
Skills
Training, Performance Management, Talent Acquisition, HRIS, Leadership, Change Management, Process Improvement, Onboarding, Team Building, Strategic Planning, Personnel Management, HR Policies, Succession Planning, Insurance, Payroll, Human Resources, Management, Benefits Administration, Talent Management, Employee Relations
Education
Gettysburg College 1992 — 1996
BA, Business Management with a concentration in Human Resources
Rollins College 2010 — 2012
MHR, Masters in Human Resources, With Honors
Trinity Preparatory School
The Newport Group and Verisight, Inc. April 2015 - Present
The Newport Group August 2007 - Present
The Newport Group July 2009 - May 2011
The Newport Group August 2007 - July 2009
CDI Global Staffing Services 1999 - 2001
PTS Learning Systems June 1997 - March 1999
Skills
Training, Performance Management, Talent Acquisition, HRIS, Leadership, Change Management, Process Improvement, Onboarding, Team Building, Strategic Planning, Personnel Management, HR Policies, Succession Planning, Insurance, Payroll, Human Resources, Management, Benefits Administration, Talent Management, Employee Relations
Education
Gettysburg College 1992 — 1996
BA, Business Management with a concentration in Human Resources
Rollins College 2010 — 2012
MHR, Masters in Human Resources, With Honors
Trinity Preparatory School
Linda Champion Driver, SPHR & SHRM-SCP (LION)'s The Newport Group Experience January 2007 - September 2009
Job Senior HR Executive seeking opportunities to begin in January 2016
Industry Gambling & Casinos
Experience
Seeking employment or consulting opportunities to begin in January 2016 June 2015 - Present
Cadillac Jack, Inc. an Amaya Gaming Company July 2010 - June 2015
CCP Games 2009 - 2010
The Newport Group January 2007 - September 2009
Electronic Arts 2006 - 2007
Concord Management Limited 2001 - 2006
Seminole Community Mental Health Center 1997 - 2001
Skills
Employee Relations, SPHR, Talent Acquisition, Technical Recruiting, Compensation/Bonus..., Performance Management, HRIS Technology/HR..., Mergers & Acquisitions, Employment Law/EPLI, Corrective Action/..., Harassment Prevention, EEOC Investigation, FMLA/ ADA/ EEO..., Risk..., Organizational..., Corporate Communication, Project Management, Multi-national..., Change Management, OSHA/Safety/Drug Free..., Workers Compensation, FLSA/Wage & Hour, 401(k) & 403(b)..., Benefits..., New Hire Processing &..., Retention/Recognition..., Employee..., Surveys/Exit Interviews, Policy & Procedures, Employee Benefits, Benefits Administration, HRIS, Project Planning, Free, New Hire Orientations, Metrics, Terminations, Multinational, EEOC, Mergers, Americans with..., Budgets, Corporate Communications, Operations Management, HR Policies, Human Resources, Training, Strategy, Leadership, Deferred Compensation
Education
Webster University 2001 — 2004
MA - Dual, Human Resource Management & Human Resouces Development, 4.0
Eckerd College 1998 — 2001
BA, Human Development, 3.8
St Petersburg Jr. College 1993 — 1995
AA & AS, Human Services Technology, 4.0
Lebanon High School 1973 — 1978
Seeking employment or consulting opportunities to begin in January 2016 June 2015 - Present
Cadillac Jack, Inc. an Amaya Gaming Company July 2010 - June 2015
CCP Games 2009 - 2010
The Newport Group January 2007 - September 2009
Electronic Arts 2006 - 2007
Concord Management Limited 2001 - 2006
Seminole Community Mental Health Center 1997 - 2001
Skills
Employee Relations, SPHR, Talent Acquisition, Technical Recruiting, Compensation/Bonus..., Performance Management, HRIS Technology/HR..., Mergers & Acquisitions, Employment Law/EPLI, Corrective Action/..., Harassment Prevention, EEOC Investigation, FMLA/ ADA/ EEO..., Risk..., Organizational..., Corporate Communication, Project Management, Multi-national..., Change Management, OSHA/Safety/Drug Free..., Workers Compensation, FLSA/Wage & Hour, 401(k) & 403(b)..., Benefits..., New Hire Processing &..., Retention/Recognition..., Employee..., Surveys/Exit Interviews, Policy & Procedures, Employee Benefits, Benefits Administration, HRIS, Project Planning, Free, New Hire Orientations, Metrics, Terminations, Multinational, EEOC, Mergers, Americans with..., Budgets, Corporate Communications, Operations Management, HR Policies, Human Resources, Training, Strategy, Leadership, Deferred Compensation
Education
Webster University 2001 — 2004
MA - Dual, Human Resource Management & Human Resouces Development, 4.0
Eckerd College 1998 — 2001
BA, Human Development, 3.8
St Petersburg Jr. College 1993 — 1995
AA & AS, Human Services Technology, 4.0
Lebanon High School 1973 — 1978
Shawn Besser's The Newport Group Experience October 2007 - June 2014
Job Senior Director, Client Relationship Management at MullinTBG
Industry Financial Services
Experience
MullinTBG, a Prudential Financial company June 2014 - Present
The Newport Group October 2007 - June 2014
The Newport Group 2007 - 2009
Hewitt Associates August 2000 - January 2006
Skills
401k, Employee Benefits, Defined Benefit, Retirement, Benefits Administration, Project Management, Pensions, Deferred Compensation, Insurance, Process Improvement, Executive Pay, Mutual Funds, Retirement Planning, Series 6, Investments, COBRA, Defined Contribution, Salesforce.com, Series 63
Education
American InterContinental University 2006 — 2008
Bachelors, Project Management/Business Administration
Lake Sumter Community College 1998 — 2000
A.A., Business
Eustis High School 1994 — 1998
Dilpoma
MullinTBG, a Prudential Financial company June 2014 - Present
The Newport Group October 2007 - June 2014
The Newport Group 2007 - 2009
Hewitt Associates August 2000 - January 2006
Skills
401k, Employee Benefits, Defined Benefit, Retirement, Benefits Administration, Project Management, Pensions, Deferred Compensation, Insurance, Process Improvement, Executive Pay, Mutual Funds, Retirement Planning, Series 6, Investments, COBRA, Defined Contribution, Salesforce.com, Series 63
Education
American InterContinental University 2006 — 2008
Bachelors, Project Management/Business Administration
Lake Sumter Community College 1998 — 2000
A.A., Business
Eustis High School 1994 — 1998
Dilpoma
Mary Abbott Mary Abbott's The Newport Group Experience October 2010 - September 2013
Job Retirement Plan Sales Consultant at Maxus Plan Solutions
Industry Financial Services
Experience
Maxus Plan Solutions May 2015 - Present
Wells Fargo September 2013 - May 2015
The Newport Group October 2010 - September 2013
First Citizens Bank February 2009 - October 2010
First Citizens Bank February 2008 - January 2009
Skills
401k, Retirement Planning, Retirement, Mutual Funds, ERISA, Relationship Management, Defined Contribution, Financial Services, Employee Benefits, Customer Service, Customer Retention, Customer Support, Confidential Documents, Client Confidentiality, Microsoft Office, Organization, Process Improvement, Sales Process, Work Well Independently, Benefits Administration, Pensions, Deferred Compensation, Resourceful..., Leadership, Investments, Asset Management
Education
Campbell University 2007 — 2008
MBA, Business Administration
Campbell University 2003 — 2007
BBA, Trust & Wealth Management
Maxus Plan Solutions May 2015 - Present
Wells Fargo September 2013 - May 2015
The Newport Group October 2010 - September 2013
First Citizens Bank February 2009 - October 2010
First Citizens Bank February 2008 - January 2009
Skills
401k, Retirement Planning, Retirement, Mutual Funds, ERISA, Relationship Management, Defined Contribution, Financial Services, Employee Benefits, Customer Service, Customer Retention, Customer Support, Confidential Documents, Client Confidentiality, Microsoft Office, Organization, Process Improvement, Sales Process, Work Well Independently, Benefits Administration, Pensions, Deferred Compensation, Resourceful..., Leadership, Investments, Asset Management
Education
Campbell University 2007 — 2008
MBA, Business Administration
Campbell University 2003 — 2007
BBA, Trust & Wealth Management
Ivan Allston's The Newport Group Experience 2005 - 2006
Job Chief Financial Officer at H T T S
Industry Religious Institutions
Experience
Oakwood University Alumni Association April 2013 - Present
H T T S June 2009 - Present
OU Alumni Association 2008 - Present
Patmos Chapel 2009 - January 2013
Florida Hospital February 2006 - August 2008
The Newport Group 2005 - 2006
AT&T Corp. 1999 - 2002
Education
Oakwood University - L.E.A.P 2011 — 2014
Bachelor of Science (B.S.), Organizational Management
Oakwood College 1985 — 1986
Bachelor of Science (B.S.)
Hampton University 1982 — 1985
Accounting
Oakwood University Alumni Association April 2013 - Present
H T T S June 2009 - Present
OU Alumni Association 2008 - Present
Patmos Chapel 2009 - January 2013
Florida Hospital February 2006 - August 2008
The Newport Group 2005 - 2006
AT&T Corp. 1999 - 2002
Education
Oakwood University - L.E.A.P 2011 — 2014
Bachelor of Science (B.S.), Organizational Management
Oakwood College 1985 — 1986
Bachelor of Science (B.S.)
Hampton University 1982 — 1985
Accounting
Matthew Hinson's The Newport Group Experience October 2015 - Present
Job Senior Account Manager at Clark Consulting
Industry Financial Services
Experience
The Newport Group October 2015 - Present
Clark Consulting October 2015 - October 2015
Clark Consulting May 2012 - October 2015
Clark Consulting May 2011 - May 2012
LabCorp August 2010 - May 2011
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Crystal Reports, QuickBooks, Microsoft Office, Finance, Analysis, Auditing, Portfolio Management, Access
Education
Elon University 2005 — 2010
Bachelor of Science (B.S.), Business Administration - Finance (Minor - Accounting, Economics)
Jordan Matthews High School 2001 — 2005
The Newport Group October 2015 - Present
Clark Consulting October 2015 - October 2015
Clark Consulting May 2012 - October 2015
Clark Consulting May 2011 - May 2012
LabCorp August 2010 - May 2011
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Crystal Reports, QuickBooks, Microsoft Office, Finance, Analysis, Auditing, Portfolio Management, Access
Education
Elon University 2005 — 2010
Bachelor of Science (B.S.), Business Administration - Finance (Minor - Accounting, Economics)
Jordan Matthews High School 2001 — 2005
Pom Poy Thammavong Pom Poy Thammavong's The Newport Group Experience December 2005 - March 2008
Job Accounting Manager, Sales & Analysis
Industry Chemicals
Experience
AkzoNobel March 2012 - December 2014
Steven D. Bell & Company March 2008 - April 2011
The Newport Group December 2005 - March 2008
Legacy Classic Furniture June 2001 - December 2005
Skills
Financial Reporting, Financial Analysis, Accounting, Financial Modeling, Variance Analysis, Budgets, Accounts Payable, Auditing, Microsoft Excel, Due Diligence, Sarbanes-Oxley Act, Forecasting, General Ledger, Internal Controls, Certified in Oracle..., SAP, Asset Managment, Payroll, Internal Audit, Finance, Management, Cost Accounting, Fixed Assets, Asset Management, Account Reconciliation, Analysis, Process Improvement, Financial Accounting, Budgeting, Accounts Receivable, Strategic Planning, Microsoft Office, Managerial Finance, Cash Flow Forecasting, Negotiation, Customer Service
Education
Guilford College 2009 — 2011
Accounting
Brookstone College of Business 2000 — 2001
Associate's degree
AkzoNobel March 2012 - December 2014
Steven D. Bell & Company March 2008 - April 2011
The Newport Group December 2005 - March 2008
Legacy Classic Furniture June 2001 - December 2005
Skills
Financial Reporting, Financial Analysis, Accounting, Financial Modeling, Variance Analysis, Budgets, Accounts Payable, Auditing, Microsoft Excel, Due Diligence, Sarbanes-Oxley Act, Forecasting, General Ledger, Internal Controls, Certified in Oracle..., SAP, Asset Managment, Payroll, Internal Audit, Finance, Management, Cost Accounting, Fixed Assets, Asset Management, Account Reconciliation, Analysis, Process Improvement, Financial Accounting, Budgeting, Accounts Receivable, Strategic Planning, Microsoft Office, Managerial Finance, Cash Flow Forecasting, Negotiation, Customer Service
Education
Guilford College 2009 — 2011
Accounting
Brookstone College of Business 2000 — 2001
Associate's degree
Elizabeth McDowell Elizabeth McDowell's The Newport Group Experience July 2012 - Present
Job Technical Writer with Technical Analysis and Disaster Recovery Experience
Industry Retail
Experience
The Newport Group July 2012 - Present
Family Dollar February 2007 - May 2012
AREVA NP July 2005 - February 2007
Kaleida Systems Inc September 2004 - June 2005
Skills
Software Documentation, Technical Writing, HTML, Visio, SharePoint, Adobe Acrobat, CSS, Technical Documentation, Document Management, Microsoft Office, Project Management, SQL, Proposal Writing, Content Management, Access, Android, Windows Phone, Windows Mobile, Management
Education
Francis Marion University 2000 — 2004
BS, Mathematics and Computer Science
Florence Darlington Technical College 1998 — 2000
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
The Newport Group July 2012 - Present
Family Dollar February 2007 - May 2012
AREVA NP July 2005 - February 2007
Kaleida Systems Inc September 2004 - June 2005
Skills
Software Documentation, Technical Writing, HTML, Visio, SharePoint, Adobe Acrobat, CSS, Technical Documentation, Document Management, Microsoft Office, Project Management, SQL, Proposal Writing, Content Management, Access, Android, Windows Phone, Windows Mobile, Management
Education
Francis Marion University 2000 — 2004
BS, Mathematics and Computer Science
Florence Darlington Technical College 1998 — 2000
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
Charles Foraker Charles Foraker's The Newport Group Experience February 2007 - March 2008
Job SQL Programmer/ Software Developer at CocaCola Refreshments
Industry Information Technology and Services
Experience
The Coca-Cola Company March 2014 - Present
BackOffice Associates June 2011 - March 2014
BorderLink March 2010 - April 2011
Shumate Mechanical LLC February 2008 - January 2010
The Newport Group February 2007 - March 2008
Skills
Database Admin, Databases, Database Design, Data Modeling, Graphic Arts, Photography, Photoshop, Japanese, Japanese culture, Consulting, Agile Methodologies, Scrum, Computer Hardware, Software Development, Software Quality..., Product Support, International Relations, International Business, Teaching English as a..., ESL, Automotive Aftermarket, Automotive Restoration, Automotive Repair, Digital Photography, Portrait Photography, Event Photography, Travel Photography, Auto Racing, Microsoft SQL Server, Software Documentation, Data Quality, Data Conversion, Data Governance, Data Warehousing, ETL, Database Administration, SAP, SQL, Requirements Analysis, SSIS, Stored Procedures, Business Analysis, Data Migration, Business Process, Business Intelligence, ERP, Microsoft Office, Integration
Education
Georgia Tech 2000 — 2006
Kennesaw State University 2003 — 2006
The Coca-Cola Company March 2014 - Present
BackOffice Associates June 2011 - March 2014
BorderLink March 2010 - April 2011
Shumate Mechanical LLC February 2008 - January 2010
The Newport Group February 2007 - March 2008
Skills
Database Admin, Databases, Database Design, Data Modeling, Graphic Arts, Photography, Photoshop, Japanese, Japanese culture, Consulting, Agile Methodologies, Scrum, Computer Hardware, Software Development, Software Quality..., Product Support, International Relations, International Business, Teaching English as a..., ESL, Automotive Aftermarket, Automotive Restoration, Automotive Repair, Digital Photography, Portrait Photography, Event Photography, Travel Photography, Auto Racing, Microsoft SQL Server, Software Documentation, Data Quality, Data Conversion, Data Governance, Data Warehousing, ETL, Database Administration, SAP, SQL, Requirements Analysis, SSIS, Stored Procedures, Business Analysis, Data Migration, Business Process, Business Intelligence, ERP, Microsoft Office, Integration
Education
Georgia Tech 2000 — 2006
Kennesaw State University 2003 — 2006
Christie Starvish's The Newport Group Experience June 2008 - Present
Job Compliance Analyst at The Newport Group
Industry Financial Services
Experience
The Newport Group June 2008 - Present
Raymond James Financial March 2006 - June 2008
Ceridian Retirement Plan Services January 2003 - March 2006
Ceridian Retirement Plan Services January 2003 - July 2003
Coldwell Banker 12 January 2001 - December 2002
T. Rowe Price November 1998 - July 2002
Education
Framingham State College
B.S, Business Administration
The Newport Group June 2008 - Present
Raymond James Financial March 2006 - June 2008
Ceridian Retirement Plan Services January 2003 - March 2006
Ceridian Retirement Plan Services January 2003 - July 2003
Coldwell Banker 12 January 2001 - December 2002
T. Rowe Price November 1998 - July 2002
Education
Framingham State College
B.S, Business Administration
Josh Severns Josh Severns's The Newport Group Experience June 2013 - Present
Job BOLI Analyst at The Newport Group
Industry Financial Services
Experience
The Newport Group June 2013 - Present
Old North State Trust, LLC July 2011 - March 2013
Lowe's Home Improvement January 2009 - January 2011
Skills
Wealth Management, Retirement Planning, Trust Services, Strategic Financial..., Asset Managment, Investments, Asset Allocation, Mutual Funds, Portfolio Management, Wealth Management...
Education
Campbell University 2006 — 2011
Business, Trust and Wealth Management
The Newport Group June 2013 - Present
Old North State Trust, LLC July 2011 - March 2013
Lowe's Home Improvement January 2009 - January 2011
Skills
Wealth Management, Retirement Planning, Trust Services, Strategic Financial..., Asset Managment, Investments, Asset Allocation, Mutual Funds, Portfolio Management, Wealth Management...
Education
Campbell University 2006 — 2011
Business, Trust and Wealth Management
William Talley William Talley's The Newport Group Experience 2005 - 2008
Job Managing Director at Investment Research & Advisory Group, Inc.
Industry Financial Services
Experience
Investment Research & Advisory Group, Inc. October 2014 - Present
Fidelity Investments October 2011 - 2014
Vanguard 2008 - 2011
The Newport Group 2005 - 2008
Skills
401k, Investments, Financial Services, Retirement Planning, Series 63, ERISA, Defined Contribution, Defined Benefit, Pensions, Series 6, Mutual Funds, Asset Allocation
Education
Rollins College 2001 — 2003
Master of Business Administration, Business
Auburn University 1981 — 1985
Bachelor of Science, Business
Investment Research & Advisory Group, Inc. October 2014 - Present
Fidelity Investments October 2011 - 2014
Vanguard 2008 - 2011
The Newport Group 2005 - 2008
Skills
401k, Investments, Financial Services, Retirement Planning, Series 63, ERISA, Defined Contribution, Defined Benefit, Pensions, Series 6, Mutual Funds, Asset Allocation
Education
Rollins College 2001 — 2003
Master of Business Administration, Business
Auburn University 1981 — 1985
Bachelor of Science, Business
Thomas Cook, CFA Thomas Cook, CFA's The Newport Group Experience June 2014 - Present
Job Senior Consultant at The Newport Group
Industry Financial Services
Experience
The Newport Group June 2014 - Present
Schwab Private Client Investment Advisory January 2014 - June 2014
The Newport Group June 2011 - January 2014
The Newport Group February 2010 - June 2011
The Newport Group December 2007 - February 2010
Florida Municipal Power Agency July 2007 - December 2007
Bank of America December 2006 - June 2007
Education
Indiana University - Kelley School of Business 2008 — 2009
MS, Finance
Indiana University - Kelley School of Business 2006 — 2008
MBA, Finance
Davidson College 2002 — 2006
BA, Economics
The London School of Economics and Political Science (LSE) 2005 — 2005
Economics
East Grand Rapids High School 1998 — 2002
The Newport Group June 2014 - Present
Schwab Private Client Investment Advisory January 2014 - June 2014
The Newport Group June 2011 - January 2014
The Newport Group February 2010 - June 2011
The Newport Group December 2007 - February 2010
Florida Municipal Power Agency July 2007 - December 2007
Bank of America December 2006 - June 2007
Education
Indiana University - Kelley School of Business 2008 — 2009
MS, Finance
Indiana University - Kelley School of Business 2006 — 2008
MBA, Finance
Davidson College 2002 — 2006
BA, Economics
The London School of Economics and Political Science (LSE) 2005 — 2005
Economics
East Grand Rapids High School 1998 — 2002
Marty Fan Marty Fan's The Newport Group Experience January 2001 - February 2005
Job Emergency Department RN at Carolinas Healthcare System
Industry Hospital & Health Care
Experience
Carolinas Healthcare System April 2012 - Present
Carolinas Healthcare System April 2011 - April 2012
Carolinas Healthcare System March 2009 - April 2011
Levine Children's Hospital June 2006 - March 2009
Carolinas Rehabilitation - Mercy, Adult Rehabilitation Unit August 2005 - June 2006
The Newport Group January 2001 - February 2005
First Union National Bank July 1997 - June 2000
Skills
BLS, Orthopedic, Healthcare, PALS, Acute Care, Cerner, Nursing, HIPAA, Wound Care, ACLS, EMR, Healthcare Management, Healthcare Information..., Clinical Research, Hospitals, Vital Signs, Health Education, Patient Advocacy, TNCC, Emergency Room, Critical Care, Patient Education
Education
Central Piedmont Community College 2009 — 2010
Associates Degree, Nursing
State University of New York College at Oswego 1993 — 1996
Bachelors, Marketing
Nassau Community College 1991 — 1993
Associates, Business Administration
Carle Place High School 1987 — 1991
Carolinas Healthcare System April 2012 - Present
Carolinas Healthcare System April 2011 - April 2012
Carolinas Healthcare System March 2009 - April 2011
Levine Children's Hospital June 2006 - March 2009
Carolinas Rehabilitation - Mercy, Adult Rehabilitation Unit August 2005 - June 2006
The Newport Group January 2001 - February 2005
First Union National Bank July 1997 - June 2000
Skills
BLS, Orthopedic, Healthcare, PALS, Acute Care, Cerner, Nursing, HIPAA, Wound Care, ACLS, EMR, Healthcare Management, Healthcare Information..., Clinical Research, Hospitals, Vital Signs, Health Education, Patient Advocacy, TNCC, Emergency Room, Critical Care, Patient Education
Education
Central Piedmont Community College 2009 — 2010
Associates Degree, Nursing
State University of New York College at Oswego 1993 — 1996
Bachelors, Marketing
Nassau Community College 1991 — 1993
Associates, Business Administration
Carle Place High School 1987 — 1991
Lori Wenzl Davis, CPC, QPFC, CFP® Lori Wenzl Davis, CPC, QPFC, CFP®'s The Newport Group Experience August 2009 - December 2010
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
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
Britney Greeson Britney Greeson's The Newport Group Experience October 2000 - May 2002
Job Treasury Sales Analyst at Bank of America
Industry Financial Services
Experience
Bank of America October 2012 - Present
Bank of America July 2010 - October 2012
Bank of America June 2009 - July 2010
Poole Shop September 2003 - June 2009
Luna Inc. August 2002 - September 2003
The Newport Group October 2000 - May 2002
Education
Converse College 1996 — 2000
Bachelor of Arts (B.A.), Economics
Hartsville High School
Bank of America October 2012 - Present
Bank of America July 2010 - October 2012
Bank of America June 2009 - July 2010
Poole Shop September 2003 - June 2009
Luna Inc. August 2002 - September 2003
The Newport Group October 2000 - May 2002
Education
Converse College 1996 — 2000
Bachelor of Arts (B.A.), Economics
Hartsville High School
Joshua Buckner Joshua Buckner's The Newport Group Experience July 2011 - August 2014
Job Implementation Data Lead II at TIAACREF
Industry Financial Services
Experience
TIAA-CREF September 2014 - Present
The Newport Group July 2011 - August 2014
The Newport Group July 2007 - July 2011
Edward Jones January 2007 - July 2007
Skills
401k, Mutual Funds, Retirement, Financial Services, Investments, Series 7, Asset Allocation, Retirement Planning, Securities, Employee Benefits, Defined Contribution, Qualified Retirement..., Series 63, Defined Benefit, Pensions, Relationship Management
Education
Appalachian State University 2002 — 2006
Bachelor of Arts, History
TIAA-CREF September 2014 - Present
The Newport Group July 2011 - August 2014
The Newport Group July 2007 - July 2011
Edward Jones January 2007 - July 2007
Skills
401k, Mutual Funds, Retirement, Financial Services, Investments, Series 7, Asset Allocation, Retirement Planning, Securities, Employee Benefits, Defined Contribution, Qualified Retirement..., Series 63, Defined Benefit, Pensions, Relationship Management
Education
Appalachian State University 2002 — 2006
Bachelor of Arts, History
Alfredo Perdomo, MBA, CHAE Alfredo Perdomo, MBA, CHAE's The Newport Group Experience May 2015 - Present
Job Director of Finance. at The Newport Group.
Industry Hospitality
Experience
The Newport Group. May 2015 - Present
Double Tree by Hilton - Hospitality Ventures Management Group July 2014 - July 2015
The Red South Beach Hotel August 2013 - July 2014
The St Regis Hotel Vancouver February 2012 - July 2013
Hotel INDIGO Vancouver, Quality Inn Maple Ridge, FireFly Fine Wines and Ale September 2009 - February 2012
Niradia Group of Companies 2008 - 2009
Hilton Whistler Resort and Spa 2008 - 2008
Oceanside Resorts 2005 - 2008
Charles Group Hotels 2001 - 2005
Peter Hughes Diving 2000 - 2001
Skills
Hospitality, Financial Reporting, Accounting, Hotels, Budget, Cash Flow, Financial Analysis, Management, GAAP, Budgets, Revenue Analysis, Accounts Receivable, Forecasting, Hospitality Management, Resorts, Hospitality Industry, Food & Beverage, Income Statement, Managerial Finance, Financial Statements, Revenue Forecasting, Internal Audit, Business Planning, Yield Management, Payroll, General Ledger, Accounts Payable, Auditing, Hotel Management, Finance, Internal Controls, Cash Flow Forecasting, Leadership, Front Office, Opening Hotels, Rooms Division, Restaurants, Property Management..., Cost Control, OnQ, Pre-opening, Micros, Training, Cost Accounting, Capital Budgeting, Financial Audits, P&L, Variance Analysis, Time Management, Wine
Education
University of Phoenix 2002 — 2004
MBA, Global Management
Barry University 1985 — 1989
BS, Accounting
Fatima College
Fatima College
Monteavlia Caracas
Monteavlia Caracas
The Newport Group. May 2015 - Present
Double Tree by Hilton - Hospitality Ventures Management Group July 2014 - July 2015
The Red South Beach Hotel August 2013 - July 2014
The St Regis Hotel Vancouver February 2012 - July 2013
Hotel INDIGO Vancouver, Quality Inn Maple Ridge, FireFly Fine Wines and Ale September 2009 - February 2012
Niradia Group of Companies 2008 - 2009
Hilton Whistler Resort and Spa 2008 - 2008
Oceanside Resorts 2005 - 2008
Charles Group Hotels 2001 - 2005
Peter Hughes Diving 2000 - 2001
Skills
Hospitality, Financial Reporting, Accounting, Hotels, Budget, Cash Flow, Financial Analysis, Management, GAAP, Budgets, Revenue Analysis, Accounts Receivable, Forecasting, Hospitality Management, Resorts, Hospitality Industry, Food & Beverage, Income Statement, Managerial Finance, Financial Statements, Revenue Forecasting, Internal Audit, Business Planning, Yield Management, Payroll, General Ledger, Accounts Payable, Auditing, Hotel Management, Finance, Internal Controls, Cash Flow Forecasting, Leadership, Front Office, Opening Hotels, Rooms Division, Restaurants, Property Management..., Cost Control, OnQ, Pre-opening, Micros, Training, Cost Accounting, Capital Budgeting, Financial Audits, P&L, Variance Analysis, Time Management, Wine
Education
University of Phoenix 2002 — 2004
MBA, Global Management
Barry University 1985 — 1989
BS, Accounting
Fatima College
Fatima College
Monteavlia Caracas
Monteavlia Caracas
Vicki Featherstone Vicki Featherstone's The Newport Group Experience September 2008 - Present
Job Senior Billing Specialist at The Newport Group
Industry Investment Management
Experience
The Newport Group September 2008 - Present
Skilled Services February 2005 - February 2008
Various Temporary Assignments 2003 - 2005
Skills
Account Reconciliation, Invoicing, Accounts Receivable, Accounting, Microsoft Word
Education
American College of Healthcare Sciences
Eckerd College
Currently attending, Business Management / Finanace
The Newport Group September 2008 - Present
Skilled Services February 2005 - February 2008
Various Temporary Assignments 2003 - 2005
Skills
Account Reconciliation, Invoicing, Accounts Receivable, Accounting, Microsoft Word
Education
American College of Healthcare Sciences
Eckerd College
Currently attending, Business Management / Finanace
Caitlyn Bingaman's The Newport Group Experience September 2012 - August 2013
Job Candidate for Juris Doctor, Boston University School of Law Class of 2016
Industry Law Practice
Experience
Fitzpatrick, Cella, Harper & Scinto May 2015 - July 2015
Professor Stacey Dogan June 2014 - August 2014
Honorable Judge McKenna - Boston Municipal Court June 2014 - August 2014
The Newport Group September 2012 - August 2013
Delta Gamma January 2009 - January 2012
Denison University September 2011 - December 2011
Denison University June 2011 - August 2011
Skills
PowerPoint, Social Media Marketing, Budgets, Microsoft Office, Nonprofits, Microsoft Word, Microsoft Excel
Education
Boston University School of Law 2013 — 2016
Juris Doctor, Law
Denison University 2008 — 2012
Bachelor of Science, Biology and Economics
Fitzpatrick, Cella, Harper & Scinto May 2015 - July 2015
Professor Stacey Dogan June 2014 - August 2014
Honorable Judge McKenna - Boston Municipal Court June 2014 - August 2014
The Newport Group September 2012 - August 2013
Delta Gamma January 2009 - January 2012
Denison University September 2011 - December 2011
Denison University June 2011 - August 2011
Skills
PowerPoint, Social Media Marketing, Budgets, Microsoft Office, Nonprofits, Microsoft Word, Microsoft Excel
Education
Boston University School of Law 2013 — 2016
Juris Doctor, Law
Denison University 2008 — 2012
Bachelor of Science, Biology and Economics
Melanie Brkich Melanie Brkich's The Newport Group Experience May 2011 - 2012
Job NonFiction Editor at Gulf Coast, Graduate Student at University of Houston
Industry Writing and Editing
Experience
University of Houston August 2014 - Present
The Fine Print January 2013 - Present
The Florida Independent Alligator April 2011 - Present
The New York Times May 2013 - August 2013
The Public Affairs Council June 2012 - August 2012
The Newport Group May 2011 - 2012
Bureau of National Affairs (Bloomberg BNA) June 2011 - August 2011
University of Florida January 2010 - April 2011
University Press of Florida May 2010 - August 2010
Skills
AP Style, Creative Writing, Newsletters, Newspapers, Photoshop, Digital Photography, Storytelling, French, Writing, Publications, People-oriented, Editing, Writing Skills, Reporting & Analysis, Legal Research, Library Research, Photo Mechanic, Lightroom
Education
University of Florida 2009 — 2013
B.S. Journalism, minors in French/English
Georgetown University 2011 — 2011
Journalism
University of Houston August 2014 - Present
The Fine Print January 2013 - Present
The Florida Independent Alligator April 2011 - Present
The New York Times May 2013 - August 2013
The Public Affairs Council June 2012 - August 2012
The Newport Group May 2011 - 2012
Bureau of National Affairs (Bloomberg BNA) June 2011 - August 2011
University of Florida January 2010 - April 2011
University Press of Florida May 2010 - August 2010
Skills
AP Style, Creative Writing, Newsletters, Newspapers, Photoshop, Digital Photography, Storytelling, French, Writing, Publications, People-oriented, Editing, Writing Skills, Reporting & Analysis, Legal Research, Library Research, Photo Mechanic, Lightroom
Education
University of Florida 2009 — 2013
B.S. Journalism, minors in French/English
Georgetown University 2011 — 2011
Journalism
David Keys's The Newport Group Experience June 1994 — February 2008
Job Airlines/Aviation Professional
Industry Airlines/Aviation
Experience
Peace River Citrus Products March 2008 — August 2009
The Newport Group June 1994 — February 2008
Peac 2015 — Present
Education
Embry-Riddle Aeronautical University 1975 — 1979
Management
Peace River Citrus Products March 2008 — August 2009
The Newport Group June 1994 — February 2008
Peac 2015 — Present
Education
Embry-Riddle Aeronautical University 1975 — 1979
Management
Jo'Von N. Callaham's The Newport Group Experience September 2015 - Present
Job Senior Carrier Analyst at Clark Consulting
Industry Accounting
Experience
The Newport Group September 2015 - Present
Clark Consulting March 2014 - September 2015
Clark Consulting August 2010 - March 2014
Clark Consulting November 2007 - August 2010
Ajilon Finance Solutions 2007 - 2007
Moses Cone Health Systems 2007 - 2007
Georgia-Pacific LLC April 2005 - December 2006
New Covenant Christian Center, Inc. December 2003 - November 2005
NC A&T State University 2004 - 2004
PricewaterhouseCoopers September 2000 - March 2003
Skills
Financial Analysis, Financial Reporting, Strategic Financial..., Accounting, Finance, Auditing, Financial Modeling, Internal Controls, Budgets, Leadership
Education
Howard University 1996 — 2000
Bachelor’s Degree, Accounting
The Newport Group September 2015 - Present
Clark Consulting March 2014 - September 2015
Clark Consulting August 2010 - March 2014
Clark Consulting November 2007 - August 2010
Ajilon Finance Solutions 2007 - 2007
Moses Cone Health Systems 2007 - 2007
Georgia-Pacific LLC April 2005 - December 2006
New Covenant Christian Center, Inc. December 2003 - November 2005
NC A&T State University 2004 - 2004
PricewaterhouseCoopers September 2000 - March 2003
Skills
Financial Analysis, Financial Reporting, Strategic Financial..., Accounting, Finance, Auditing, Financial Modeling, Internal Controls, Budgets, Leadership
Education
Howard University 1996 — 2000
Bachelor’s Degree, Accounting
Todd (tj) Jordan's The Newport Group Experience July 2010 - June 2013
Job QA Manager at Maersk Line
Industry Information Technology and Services
Experience
Maersk Line July 2013 - Present
The Newport Group July 2010 - June 2013
Wachovia, A Wells Fargo Company December 2009 - October 2010
IBM February 2009 - September 2009
Charles Schwab August 2008 - December 2008
LendingTree July 2003 - August 2008
MCI 1994 - 2002
Skills
Agile Methodologies, Business Analysis, Microsoft SQL Server, Process Improvement, Project Management, Quality Assurance, Requirements Analysis, SDLC, SQL, Testing, User Acceptance Testing
Education
Auburn University 1986 — 1990
BA, Political Science
Eastside High School 1982 — 1986
Maersk Line July 2013 - Present
The Newport Group July 2010 - June 2013
Wachovia, A Wells Fargo Company December 2009 - October 2010
IBM February 2009 - September 2009
Charles Schwab August 2008 - December 2008
LendingTree July 2003 - August 2008
MCI 1994 - 2002
Skills
Agile Methodologies, Business Analysis, Microsoft SQL Server, Process Improvement, Project Management, Quality Assurance, Requirements Analysis, SDLC, SQL, Testing, User Acceptance Testing
Education
Auburn University 1986 — 1990
BA, Political Science
Eastside High School 1982 — 1986
Steven Keller's The Newport Group Experience September 2010 - October 2011
Job Sr. Business Systems Analyst at SunTrust Bank
Industry Information Technology and Services
Experience
IBM/SunTrust Bank February 2014 - Present
TNA Consulting Group April 2001 - Present
Ally Financial Inc. June 2013 - December 2013
Vanguard January 2012 - June 2013
The Newport Group September 2010 - October 2011
Wachovia, A Wells Fargo Company November 2009 - October 2010
Bank of America February 2008 - August 2009
US Bank August 2007 - December 2007
Bank of America July 2006 - May 2007
BB&T June 2005 - July 2006
Skills
Requirements Analysis, Business Analysis, Software Documentation, Business Process, SOA, Business Intelligence, SDLC, Software Development, CRM, Requirements Gathering, Agile Methodologies, Business Process Design, Cross-functional Team..., User Acceptance Testing, Software Project..., Project Management, Vendor Management, Mobile Applications, IT Consulting, Requirements Management, BPMN, Business Process..., Workflow Analysis, Emerging Technologies, Business Process..., Financial Systems Design, Enterprise Application..., Enterprise Architecture, Software Design, Systems Analysis, Strategic Planning, IT Strategy, Compliance, IT Project & Program..., ERP, IT Management, UML, RUP, Mobile Design, Six Sigma, Product Management, Scrum
Education
Baldwin-Wallace College 1981 — 1985
Bachelor of Arts (B.A.), Finance, General
IBM/SunTrust Bank February 2014 - Present
TNA Consulting Group April 2001 - Present
Ally Financial Inc. June 2013 - December 2013
Vanguard January 2012 - June 2013
The Newport Group September 2010 - October 2011
Wachovia, A Wells Fargo Company November 2009 - October 2010
Bank of America February 2008 - August 2009
US Bank August 2007 - December 2007
Bank of America July 2006 - May 2007
BB&T June 2005 - July 2006
Skills
Requirements Analysis, Business Analysis, Software Documentation, Business Process, SOA, Business Intelligence, SDLC, Software Development, CRM, Requirements Gathering, Agile Methodologies, Business Process Design, Cross-functional Team..., User Acceptance Testing, Software Project..., Project Management, Vendor Management, Mobile Applications, IT Consulting, Requirements Management, BPMN, Business Process..., Workflow Analysis, Emerging Technologies, Business Process..., Financial Systems Design, Enterprise Application..., Enterprise Architecture, Software Design, Systems Analysis, Strategic Planning, IT Strategy, Compliance, IT Project & Program..., ERP, IT Management, UML, RUP, Mobile Design, Six Sigma, Product Management, Scrum
Education
Baldwin-Wallace College 1981 — 1985
Bachelor of Arts (B.A.), Finance, General
Glenna Bayles's The Newport Group Experience
Job Vice President, Client Services at The Newport Group
Industry Financial Services
Experience
The Newport Group
Skills
Defined Benefit, 401k, ERISA, Retirement, Pensions, Executive Pay, Series 63, Retirement Planning, Series 7, Series 6, Investments, Defined Contribution, Asset Allocation, Employee Benefits, Financial Services
Education
Fairleigh Dickinson University 1974 — 1977
Fairleigh Dickinson University - Madison, NJ 1973 — 1977
Bachelor's degree, Sociology and Anthropology
The Newport Group
Skills
Defined Benefit, 401k, ERISA, Retirement, Pensions, Executive Pay, Series 63, Retirement Planning, Series 7, Series 6, Investments, Defined Contribution, Asset Allocation, Employee Benefits, Financial Services
Education
Fairleigh Dickinson University 1974 — 1977
Fairleigh Dickinson University - Madison, NJ 1973 — 1977
Bachelor's degree, Sociology and Anthropology
Michael Boldt's The Newport Group Experience November 2013 - December 2014
Job Director, Executive Compensation at Ball Corporation
Industry Financial Services
Experience
Ball Corporation January 2015 - Present
The Newport Group November 2013 - December 2014
The Newport Group October 2010 - November 2013
The Newport Group July 2006 - October 2010
Wachovia Bank April 1998 - June 2006
Skills
401k, Series 63, Retirement, Defined Benefit, Mutual Funds, Series 6, Retirement Planning, Asset Allocation, ERISA, Pensions, Investments, Financial Services, Relationship Management, Executive Pay, Employee Benefits, 409A, Defined Contribution, Qualified Retirement..., Retirement Plan..., Investment Advisory, Profit Sharing, Deferred Compensation
Education
Florida State University 1992 — 1996
Bachelor of Science (B.S.), Economics
Ball Corporation January 2015 - Present
The Newport Group November 2013 - December 2014
The Newport Group October 2010 - November 2013
The Newport Group July 2006 - October 2010
Wachovia Bank April 1998 - June 2006
Skills
401k, Series 63, Retirement, Defined Benefit, Mutual Funds, Series 6, Retirement Planning, Asset Allocation, ERISA, Pensions, Investments, Financial Services, Relationship Management, Executive Pay, Employee Benefits, 409A, Defined Contribution, Qualified Retirement..., Retirement Plan..., Investment Advisory, Profit Sharing, Deferred Compensation
Education
Florida State University 1992 — 1996
Bachelor of Science (B.S.), Economics
Karen Reopel's The Newport Group Experience May 2008 - February 2012
Job Operations Specialist (Contractor) at Aerotek
Industry Financial Services
Experience
Aerotek September 2014 - September 2015
Retirement Clearinghouse February 2014 - May 2014
Aerotek September 2013 - January 2014
Randstad December 2012 - May 2013
Accountemps February 2012 - June 2012
The Newport Group May 2008 - February 2012
Aerotek Professional Services November 2007 - April 2008
Wachovia Bank, N.A. (formerly First Union Nat'l Bank) December 2003 - September 2006
Wachovia Bank, N.A. (formerly First Union Nat'l Bank) September 2000 - December 2003
Wachovia Bank, N.A. (formerly First Union Nat'l Bank) September 1998 - September 2000
Skills
MS Word, MS Powerpoint, MS Access, MS Excel (v-lookup,..., Adobe, balancing, research and problem..., document interpretation, new business..., client reporting, client invoicing, customer service, Invoicing, Access, Employee Benefits, Payroll, Finance, Leadership, Management, Analysis, Time Management, Software Documentation, SharePoint, Customer Service, Customer Satisfaction, Banking, Microsoft Word, Mutual Funds, Financial Services, Investments, Retirement Planning
Education
Becker College 1979 — 1981
AS, Travel and Tour Services
Aerotek September 2014 - September 2015
Retirement Clearinghouse February 2014 - May 2014
Aerotek September 2013 - January 2014
Randstad December 2012 - May 2013
Accountemps February 2012 - June 2012
The Newport Group May 2008 - February 2012
Aerotek Professional Services November 2007 - April 2008
Wachovia Bank, N.A. (formerly First Union Nat'l Bank) December 2003 - September 2006
Wachovia Bank, N.A. (formerly First Union Nat'l Bank) September 2000 - December 2003
Wachovia Bank, N.A. (formerly First Union Nat'l Bank) September 1998 - September 2000
Skills
MS Word, MS Powerpoint, MS Access, MS Excel (v-lookup,..., Adobe, balancing, research and problem..., document interpretation, new business..., client reporting, client invoicing, customer service, Invoicing, Access, Employee Benefits, Payroll, Finance, Leadership, Management, Analysis, Time Management, Software Documentation, SharePoint, Customer Service, Customer Satisfaction, Banking, Microsoft Word, Mutual Funds, Financial Services, Investments, Retirement Planning
Education
Becker College 1979 — 1981
AS, Travel and Tour Services
Hope Edwards Newsome's The Newport Group Experience February 2011 - March 2015
Job Assistant General Counsel and Chief Compliance Officer at Triloma
Industry Investment Management
Experience
Triloma April 2015 - Present
The Newport Group February 2011 - March 2015
AXA Advisors April 2008 - March 2011
International Assets Advisory February 2004 - April 2008
Charles Schwab July 1999 - July 2001
Skills
Securities Regulation, Corporate Governance, Due Diligence, Financial Services, AML, Broker-Dealer, Risk Management, Insurance, Series 7, Series 66, Series 24, Series 53, 401k
Education
Barry University - Dwayne O. Andreas School of Law 2002 — 2006
Spelman College 1995 — 1999
BA, Political Science
Triloma April 2015 - Present
The Newport Group February 2011 - March 2015
AXA Advisors April 2008 - March 2011
International Assets Advisory February 2004 - April 2008
Charles Schwab July 1999 - July 2001
Skills
Securities Regulation, Corporate Governance, Due Diligence, Financial Services, AML, Broker-Dealer, Risk Management, Insurance, Series 7, Series 66, Series 24, Series 53, 401k
Education
Barry University - Dwayne O. Andreas School of Law 2002 — 2006
Spelman College 1995 — 1999
BA, Political Science
Cory Boruvka's The Newport Group Experience November 2014 - Present
Job Director, Participant Communications at The Newport Group
Industry Financial Services
Experience
The Newport Group November 2014 - Present
The Newport Group July 2011 - Present
Indiana Wesleyan University August 2006 - Present
Charles Schwab November 2001 - July 2011
Medina County Federal Credit Union December 1999 - November 2001
Skills
Marketing Communications, Teaching, Marketing, Sales, Strategy, Public Relations, Marketing Strategy, Social Media Marketing, Direct Marketing, Strategic Planning, Public Speaking, Email Marketing, Social Media
Education
Ashland University 2002 — 2006
MBA, Business
Kent State University 1996 — 2000
Business, Finance
Highland HS 1992 — 1996
The Newport Group November 2014 - Present
The Newport Group July 2011 - Present
Indiana Wesleyan University August 2006 - Present
Charles Schwab November 2001 - July 2011
Medina County Federal Credit Union December 1999 - November 2001
Skills
Marketing Communications, Teaching, Marketing, Sales, Strategy, Public Relations, Marketing Strategy, Social Media Marketing, Direct Marketing, Strategic Planning, Public Speaking, Email Marketing, Social Media
Education
Ashland University 2002 — 2006
MBA, Business
Kent State University 1996 — 2000
Business, Finance
Highland HS 1992 — 1996
Lisa Tharp's The Newport Group Experience February 2005 - October 2011
Job Client Services at Employee Fiduciary Corporation
Industry Financial Services
Experience
Employee Fiduciary October 2011 - Present
The Newport Group February 2005 - October 2011
Diversifed Investment Advisors October 1997 - February 2005
Dubuquue Bank & Trust May 1986 - October 1997
Education
Clarke University
BA, Business Adminstration
St. Ambrose University
MBA, Business
Employee Fiduciary October 2011 - Present
The Newport Group February 2005 - October 2011
Diversifed Investment Advisors October 1997 - February 2005
Dubuquue Bank & Trust May 1986 - October 1997
Education
Clarke University
BA, Business Adminstration
St. Ambrose University
MBA, Business
Rachel Field's The Newport Group Experience February 2004 - February 2005
Job dotCom & Online Banking Product Manager at Bank of America
Industry Banking
Experience
Bank of America August 2011 - Present
Bank of America March 2010 - July 2011
Bank of America September 2008 - February 2010
Bank of America March 2007 - August 2008
Bank of America February 2005 - March 2007
The Newport Group February 2004 - February 2005
Duke Energy January 2000 - December 2003
Wachovia Bank June 1996 - December 1999
Skills
Product Management, E-commerce, Management, Product Marketing, SDLC, Project Management
Education
Appalachian State University 1991 — 1996
BSBA, Accounting/Computer Information Systems
Boston Continuing Ed
Bank of America August 2011 - Present
Bank of America March 2010 - July 2011
Bank of America September 2008 - February 2010
Bank of America March 2007 - August 2008
Bank of America February 2005 - March 2007
The Newport Group February 2004 - February 2005
Duke Energy January 2000 - December 2003
Wachovia Bank June 1996 - December 1999
Skills
Product Management, E-commerce, Management, Product Marketing, SDLC, Project Management
Education
Appalachian State University 1991 — 1996
BSBA, Accounting/Computer Information Systems
Boston Continuing Ed
Chaz Salomone's The Newport Group Experience 2003 - 2006
Job Production Coordinator/Freelance Videographer/Producer
Industry Broadcast Media
Experience
The Newport Group 2003 - 2006
Education
City University of New York-Brooklyn College 1994 — 1998
The Newport Group 2003 - 2006
Education
City University of New York-Brooklyn College 1994 — 1998
Dan Clark's The Newport Group Experience 2007 - May 2008
Job Director, IT Infrastructure at Lorillard Tobacco Company
Industry Tobacco
Experience
Lorillard Tobacco Company May 2012 - Present
United States Marine Corps June 2011 - Present
Lorillard Tobacco Company January 2011 - May 2012
Lorillard Tobacco Company September 2008 - December 2010
The Newport Group 2007 - May 2008
The Todd Organization July 2005 - November 2007
City of Greensboro 2005 - 2006
Lowe's Home Improvement 1997 - 2000
Skills
Security, Disaster Recovery, CISSP, Strategic Planning, SOX, Windows, Integration, Information Security, Management, Virtualization, Data Center, Project Management, Servers, Leadership, System Administration, Sarbanes-Oxley Act, Information Technology, Program Management, Information Assurance, PMP, Project Planning, Business Process..., Risk Management, Computer Security, Process Improvement, Network Security, Vulnerability Assessment, Enterprise Software, VoIP, Troubleshooting, Cisco Technologies, IT Strategy, Training, Networking, Telecommunications, Network Design, Team Leadership, Infrastructure, IT Management
Education
Guilford College 1995 — 1997
BS, Political Science / History
UNCG
Lorillard Tobacco Company May 2012 - Present
United States Marine Corps June 2011 - Present
Lorillard Tobacco Company January 2011 - May 2012
Lorillard Tobacco Company September 2008 - December 2010
The Newport Group 2007 - May 2008
The Todd Organization July 2005 - November 2007
City of Greensboro 2005 - 2006
Lowe's Home Improvement 1997 - 2000
Skills
Security, Disaster Recovery, CISSP, Strategic Planning, SOX, Windows, Integration, Information Security, Management, Virtualization, Data Center, Project Management, Servers, Leadership, System Administration, Sarbanes-Oxley Act, Information Technology, Program Management, Information Assurance, PMP, Project Planning, Business Process..., Risk Management, Computer Security, Process Improvement, Network Security, Vulnerability Assessment, Enterprise Software, VoIP, Troubleshooting, Cisco Technologies, IT Strategy, Training, Networking, Telecommunications, Network Design, Team Leadership, Infrastructure, IT Management
Education
Guilford College 1995 — 1997
BS, Political Science / History
UNCG
Shelley Pryor's The Newport Group Experience August 2013 - Present
Job Director, Product Support at The Newport Group
Industry Financial Services
Experience
The Newport Group August 2013 - Present
The Newport Group June 2011 - August 2013
The Newport Group March 2010 - June 2011
The Newport Group October 2007 - February 2010
SunTrust Bank January 2003 - October 2007
SunTrust Bank March 2002 - December 2002
SunTrust Bank April 1999 - March 2002
SunTrust Bank July 1996 - April 1999
Skills
Retirement, Employee Benefits, Pensions, User Acceptance Testing, Deferred Compensation, Non Qualified, Retirement Planning, Series 6, Series 63, Process Improvement, Project Management, Microsoft Office, 401k, Leadership, Management, Investments, Mutual Funds, Financial Services
Education
Illinois State University 1992 — 1996
B.S., Finance
The Newport Group August 2013 - Present
The Newport Group June 2011 - August 2013
The Newport Group March 2010 - June 2011
The Newport Group October 2007 - February 2010
SunTrust Bank January 2003 - October 2007
SunTrust Bank March 2002 - December 2002
SunTrust Bank April 1999 - March 2002
SunTrust Bank July 1996 - April 1999
Skills
Retirement, Employee Benefits, Pensions, User Acceptance Testing, Deferred Compensation, Non Qualified, Retirement Planning, Series 6, Series 63, Process Improvement, Project Management, Microsoft Office, 401k, Leadership, Management, Investments, Mutual Funds, Financial Services
Education
Illinois State University 1992 — 1996
B.S., Finance
Jeff Ning's The Newport Group Experience June 2009 - Present
Job Expense Manager at The Newport Group
Industry Financial Services
Experience
The Newport Group June 2009 - Present
Masco Contractor Services January 2000 - June 2009
NARCh 1997 - 2008
Education
Brock University
The Newport Group June 2009 - Present
Masco Contractor Services January 2000 - June 2009
NARCh 1997 - 2008
Education
Brock University
Holly Kvak's The Newport Group Experience September 2014 - Present
Job Enrollment Specialist at The Newport Group
Industry Financial Services
Experience
The Newport Group September 2014 - Present
Solenture January 2006 - August 2014
The Todd Organization October 1999 - August 2005
Skills
Employee Benefits, Deferred Compensation, Life Insurance, 401k, Insurance, Executive Pay, Benefits Administration, Health Insurance, Disability Insurance
Education
Clarion University of Pennsylvania
B.S., Business, Management
The Newport Group September 2014 - Present
Solenture January 2006 - August 2014
The Todd Organization October 1999 - August 2005
Skills
Employee Benefits, Deferred Compensation, Life Insurance, 401k, Insurance, Executive Pay, Benefits Administration, Health Insurance, Disability Insurance
Education
Clarion University of Pennsylvania
B.S., Business, Management
Jose Bing Fineza's The Newport Group Experience 2012 - Present
Job .
Industry Financial Services
Experience
The Newport Group 2012 - Present
Home Dinners, LLC 2002 - December 2011
Prudential Securities 2000 - 2002
Prudential Insurance 1998 - 2000
Prudential Insurance 1994 - 1998
Prudential Insurance 1987 - 1994
Prudential Insurance 1986 - 1987
Prudential Insurance 1983 - 1986
Skills
Business Acumen, Program Management, Business Analysis, Troubleshooting, Build or Buy Analysis, Business Process..., Project Implementation, Operations Management, Cost Control, Technical Training, Small Business, Food Industry, Catering Sales, Cooking, Advertising, Project Management, Budgets, Management, Start-ups, Leadership
Education
Saint Mary's College of California 1981 — 1982
Master of Science, International Business
De La Salle University, GSB 1979 — 1980
Master of Business Administration, Marketing
De La Salle University 1974 — 1978
Bachelor of Science, Behavioral Sciences
The Newport Group 2012 - Present
Home Dinners, LLC 2002 - December 2011
Prudential Securities 2000 - 2002
Prudential Insurance 1998 - 2000
Prudential Insurance 1994 - 1998
Prudential Insurance 1987 - 1994
Prudential Insurance 1986 - 1987
Prudential Insurance 1983 - 1986
Skills
Business Acumen, Program Management, Business Analysis, Troubleshooting, Build or Buy Analysis, Business Process..., Project Implementation, Operations Management, Cost Control, Technical Training, Small Business, Food Industry, Catering Sales, Cooking, Advertising, Project Management, Budgets, Management, Start-ups, Leadership
Education
Saint Mary's College of California 1981 — 1982
Master of Science, International Business
De La Salle University, GSB 1979 — 1980
Master of Business Administration, Marketing
De La Salle University 1974 — 1978
Bachelor of Science, Behavioral Sciences
LaDonna Elkins's The Newport Group Experience 1999 - 2002
Job President & CEO at L.D. Consulting Group, LLC
Industry Financial Services
Experience
Broker, REALTOR@ August 2015 - Present
L.D. Consulting Group, LLC January 2007 - Present
AVPOL International LLC 2009 - 2013
Charles Schwab 2003 - 2007
The Newport Group 1999 - 2002
Wachovia 1998 - 1999
Federated Investors 1996 - 1998
Dreyfus 1991 - 1996
Skills
Mutual Funds, Employee Benefits, Retirement, Retirement Planning, Investments, Leadership, Pensions, CRM, Analysis, 401k, Management, Training, Asset Allocation, Wealth Management, Quality Assurance, Financial Services, Finance
Education
Community College of Allegheny County 1985 — 1986
Accounting
Steel Center AVTS 1983 — 1985
Certificate, Computer Technology
American Society of Pension Professionals & Actuaries
QKA Designation
Broker, REALTOR@ August 2015 - Present
L.D. Consulting Group, LLC January 2007 - Present
AVPOL International LLC 2009 - 2013
Charles Schwab 2003 - 2007
The Newport Group 1999 - 2002
Wachovia 1998 - 1999
Federated Investors 1996 - 1998
Dreyfus 1991 - 1996
Skills
Mutual Funds, Employee Benefits, Retirement, Retirement Planning, Investments, Leadership, Pensions, CRM, Analysis, 401k, Management, Training, Asset Allocation, Wealth Management, Quality Assurance, Financial Services, Finance
Education
Community College of Allegheny County 1985 — 1986
Accounting
Steel Center AVTS 1983 — 1985
Certificate, Computer Technology
American Society of Pension Professionals & Actuaries
QKA Designation
Bryant K. Robbins's The Newport Group Experience July 2007 - Present
Job Desktop Support Engineer at The Newport Group
Industry Information Technology and Services
Experience
The Newport Group July 2007 - Present
Wachovia July 2002 - July 2007
DST Innovis November 1998 - November 2001
EDS - Bellsouth Account July 1997 - November 1998
Skills
SharePoint, Windows 7, Team Building, Technical Support, Software Documentation, Business Analysis, Troubleshooting, Management, Visio, Help Desk Support
Education
Belmont Abbey College 1989 — 1994
Bachelor of Arts, Business Administration - Major, Computer Info Systems - Minor
Gaston College 2001 — 2003
AAS, Network Administration and Support
The Newport Group July 2007 - Present
Wachovia July 2002 - July 2007
DST Innovis November 1998 - November 2001
EDS - Bellsouth Account July 1997 - November 1998
Skills
SharePoint, Windows 7, Team Building, Technical Support, Software Documentation, Business Analysis, Troubleshooting, Management, Visio, Help Desk Support
Education
Belmont Abbey College 1989 — 1994
Bachelor of Arts, Business Administration - Major, Computer Info Systems - Minor
Gaston College 2001 — 2003
AAS, Network Administration and Support
Timothy Divers's The Newport Group Experience October 2002 - October 2003
Job Manager, Store Systems Development for Electronic Parts Catalog at Advance Auto Parts
Industry Retail
Experience
Advance Auto Parts January 2013 - Present
Advance Auto Parts November 2008 - January 2013
Advance Auto Parts October 2007 - November 2008
Advance Auto Parts July 2005 - March 2007
Schwab Retirement Technologies October 2003 - July 2005
The Newport Group October 2002 - October 2003
TeamVest January 2000 - October 2002
Skills
Process Improvement, POS, Business Analysis, SDLC, Project Management, Visio, SharePoint, Quality Assurance, Cross-functional Team..., Leadership, Windows, PMP, Requirements Analysis, Troubleshooting, Vendor Management, Software Documentation, Requirements Gathering, Software Development, Integration, Business Process..., Business Intelligence, MS Project, Software Project..., IT Management, Agile Methodologies, Analysis, Program Management, Project Portfolio...
Education
East Carolina University - College of Business 1997 — 1999
Bachelor of Business Administration (BBA), Management Information Systems
Virginia Polytechnic Institute and State University 1992 — 1995
Biology, Business
Advance Auto Parts January 2013 - Present
Advance Auto Parts November 2008 - January 2013
Advance Auto Parts October 2007 - November 2008
Advance Auto Parts July 2005 - March 2007
Schwab Retirement Technologies October 2003 - July 2005
The Newport Group October 2002 - October 2003
TeamVest January 2000 - October 2002
Skills
Process Improvement, POS, Business Analysis, SDLC, Project Management, Visio, SharePoint, Quality Assurance, Cross-functional Team..., Leadership, Windows, PMP, Requirements Analysis, Troubleshooting, Vendor Management, Software Documentation, Requirements Gathering, Software Development, Integration, Business Process..., Business Intelligence, MS Project, Software Project..., IT Management, Agile Methodologies, Analysis, Program Management, Project Portfolio...
Education
East Carolina University - College of Business 1997 — 1999
Bachelor of Business Administration (BBA), Management Information Systems
Virginia Polytechnic Institute and State University 1992 — 1995
Biology, Business
Ben Montgomery's The Newport Group Experience September 2012 - Present
Job Qualified Plan Consultant at The Newport Group
Industry Financial Services
Experience
The Newport Group September 2012 - Present
The Newport Group July 2004 - September 2012
SunTrust December 2001 - July 2004
Principal Financial Group March 2001 - December 2001
Skills
Project Management, Data Conversion, 401k, Retirement, Financial Services, Employee Benefits, Investments, Management, Insurance, Mutual Funds, Pensions, Process Improvement
Education
Brigham Young University 1993 — 1996
B.A., English, Literature, English, Psychology
The Newport Group September 2012 - Present
The Newport Group July 2004 - September 2012
SunTrust December 2001 - July 2004
Principal Financial Group March 2001 - December 2001
Skills
Project Management, Data Conversion, 401k, Retirement, Financial Services, Employee Benefits, Investments, Management, Insurance, Mutual Funds, Pensions, Process Improvement
Education
Brigham Young University 1993 — 1996
B.A., English, Literature, English, Psychology
Carl Patty's The Newport Group Experience August 2013 - Present
Job Supervisor, Client Services at The Newport Group
Industry Financial Services
Experience
The Newport Group August 2013 - Present
The Newport Group November 2011 - August 2013
The Standard April 2010 - November 2011
The Standard July 2006 - April 2010
Merrill Lynch February 2000 - July 2006
Skills
Pensions, Client Services, 401k, Account Management, Customer Relations, Investments, Series 7, Employee Benefits, Process Improvement, Mutual Funds, Defined Benefit, Series 6, Series 63, Retirement, Retirement Planning, Financial Services, Management, Insurance, Relationship Management, Wealth Management, Defined Contribution, ERISA, Customer Service, Asset Allocation
Education
Colorado State University 1992 — 1997
B.S., Business Administration
Colorado State University 1992 — 1997
Bachelor of Science (B.S.), Finance, General
The Newport Group August 2013 - Present
The Newport Group November 2011 - August 2013
The Standard April 2010 - November 2011
The Standard July 2006 - April 2010
Merrill Lynch February 2000 - July 2006
Skills
Pensions, Client Services, 401k, Account Management, Customer Relations, Investments, Series 7, Employee Benefits, Process Improvement, Mutual Funds, Defined Benefit, Series 6, Series 63, Retirement, Retirement Planning, Financial Services, Management, Insurance, Relationship Management, Wealth Management, Defined Contribution, ERISA, Customer Service, Asset Allocation
Education
Colorado State University 1992 — 1997
B.S., Business Administration
Colorado State University 1992 — 1997
Bachelor of Science (B.S.), Finance, General
Julie Odonnell, CTFL's The Newport Group Experience October 2011 - July 2012
Job QA Professional
Industry Information Technology and Services
Experience
Wells Fargo (Contract employee) November 2014 - Present
Ally Financial Inc. (Contract employee) December 2013 - May 2014
Bank of America (Contract employee) December 2012 - November 2013
The Newport Group October 2011 - July 2012
SOI September 2006 - October 2011
Skills
User Acceptance Testing, Test Planning, Testing, Regression Testing, Quality Assurance, Quality Center, SDLC, Agile Methodologies, System Integration..., Test Scripts, Defect Tracking, Test Cases, Test Design, Software Quality..., Performance Testing, HP Quality Center, Relationship Management, Job Coaching, Software Documentation, Component Testing, Mentoring Of Staff, IT Project..., Technical Training, Software Development..., Curriculum Design, Computer Application..., defect management, Editing, Teaching
Education
Ashland University 1993 — 1995
Master of Education, Curriculum & Instruction
Kent State University
Bachelor of Science, Secondary Education - Sociology
Wells Fargo (Contract employee) November 2014 - Present
Ally Financial Inc. (Contract employee) December 2013 - May 2014
Bank of America (Contract employee) December 2012 - November 2013
The Newport Group October 2011 - July 2012
SOI September 2006 - October 2011
Skills
User Acceptance Testing, Test Planning, Testing, Regression Testing, Quality Assurance, Quality Center, SDLC, Agile Methodologies, System Integration..., Test Scripts, Defect Tracking, Test Cases, Test Design, Software Quality..., Performance Testing, HP Quality Center, Relationship Management, Job Coaching, Software Documentation, Component Testing, Mentoring Of Staff, IT Project..., Technical Training, Software Development..., Curriculum Design, Computer Application..., defect management, Editing, Teaching
Education
Ashland University 1993 — 1995
Master of Education, Curriculum & Instruction
Kent State University
Bachelor of Science, Secondary Education - Sociology
Tom Chichester's The Newport Group Experience November 2010 - Present
Job Relationship Manager The Newport Group
Industry Financial Services
Experience
The Newport Group November 2010 - Present
Van Gilder Insurance Corporation September 2006 - May 2010
MetLife 1993 - September 2006
Skills
Retirement Planning, Retirement, 401k, Series 63, Retirement Plan..., Wealth Management, Relationship Management, FINRA, Mutual Funds, Pensions, Series 6, Life Insurance, ERISA, Defined Contribution, Series 7
Education
Colorado State University 1986 — 1990
Bachelor of Science, Business Administration - Finance
Heritage High School
The Newport Group November 2010 - Present
Van Gilder Insurance Corporation September 2006 - May 2010
MetLife 1993 - September 2006
Skills
Retirement Planning, Retirement, 401k, Series 63, Retirement Plan..., Wealth Management, Relationship Management, FINRA, Mutual Funds, Pensions, Series 6, Life Insurance, ERISA, Defined Contribution, Series 7
Education
Colorado State University 1986 — 1990
Bachelor of Science, Business Administration - Finance
Heritage High School
Catherine (Kitty) John's The Newport Group Experience 2006 - Present
Job Senior Client Relationship Manager at the Newport Group
Industry Financial Services
Experience
The Newport Group 2006 - Present
Genworth Financial 2003 - 2005
Nationwide Financial 2000 - 2005
VA Restaurant Management Corp February 1982 - 1999
Skills
401k, CRM, Mutual Funds, Strategic Financial..., Insurance, Deferred Compensation, Series 63, Series 6, Retirement, Pensions, Vendor Management, Customer Service, Employee Benefits, Food & Beverage, Networking, Microsoft Office, PowerPoint, Strategic Partnerships, Training, Leadership, Relationship Management, Defined Benefit, Sales, Finance, ERISA, Human Resources, Qualified Retirement..., Asset Allocation, Defined Contribution, Retirement Plan..., Retirement Planning, Executive Pay, Series 7, Profit Sharing, Financial Services, Management, Consultants, Financial Planning
Education
Carnegie Mellon University
BS, Textile Chemistry
The Newport Group 2006 - Present
Genworth Financial 2003 - 2005
Nationwide Financial 2000 - 2005
VA Restaurant Management Corp February 1982 - 1999
Skills
401k, CRM, Mutual Funds, Strategic Financial..., Insurance, Deferred Compensation, Series 63, Series 6, Retirement, Pensions, Vendor Management, Customer Service, Employee Benefits, Food & Beverage, Networking, Microsoft Office, PowerPoint, Strategic Partnerships, Training, Leadership, Relationship Management, Defined Benefit, Sales, Finance, ERISA, Human Resources, Qualified Retirement..., Asset Allocation, Defined Contribution, Retirement Plan..., Retirement Planning, Executive Pay, Series 7, Profit Sharing, Financial Services, Management, Consultants, Financial Planning
Education
Carnegie Mellon University
BS, Textile Chemistry
Bill Birt's The Newport Group Experience September 2011 - Present
Job SQL / WEB / Crystal Reports Developer
Industry Information Technology and Services
Experience
The Newport Group September 2011 - Present
DEBUSA March 2010 - August 2011
MedExpress Information Systems November 2008 - October 2009
M3 Technology Group February 2008 - November 2008
Bowater Inc November 2006 - February 2008
Walter Industries Inc October 2005 - November 2006
AnyDoc Software April 2003 - June 2005
Saxon Capital January 2002 - April 2003
AT&T Global Network Services October 2000 - January 2002
Springs Industries January 1998 - September 2000
Skills
ASP.NET, SQL Server, Visual Studio, Crystal Reports, VB.NET, SQL, T-SQL, Visual Basic, Access, .NET, Databases, Business Intelligence, VBScript, SharePoint, SAP BI, Microsoft SQL Server, C#, Data Warehousing, HP Quality Center
Education
Montreat College 1999 — 2001
Bachelor Business Administration, Business Administration and Management, General
Greenville Technical College 1978 — 1981
AS Mechanical Engineering, Mechanical Engineering
The Newport Group September 2011 - Present
DEBUSA March 2010 - August 2011
MedExpress Information Systems November 2008 - October 2009
M3 Technology Group February 2008 - November 2008
Bowater Inc November 2006 - February 2008
Walter Industries Inc October 2005 - November 2006
AnyDoc Software April 2003 - June 2005
Saxon Capital January 2002 - April 2003
AT&T Global Network Services October 2000 - January 2002
Springs Industries January 1998 - September 2000
Skills
ASP.NET, SQL Server, Visual Studio, Crystal Reports, VB.NET, SQL, T-SQL, Visual Basic, Access, .NET, Databases, Business Intelligence, VBScript, SharePoint, SAP BI, Microsoft SQL Server, C#, Data Warehousing, HP Quality Center
Education
Montreat College 1999 — 2001
Bachelor Business Administration, Business Administration and Management, General
Greenville Technical College 1978 — 1981
AS Mechanical Engineering, Mechanical Engineering
LaTonya Johnson (Anthony)'s The Newport Group Experience 2002 - 2004
Job Experience Retirement Plans Professional
Industry Financial Services
Experience
Wachovia Retirement Services 2008 - 2009
Wachovia Retirement Services 2004 - 2008
The Newport Group 2002 - 2004
Transamerica Retirement Services 2000 - 2002
Wachovia Retirement Services 1999 - 2000
Wachovia Retirement Services 1997 - 1999
Education
Central Piedmont Community College
Human Resources
Wachovia Retirement Services 2008 - 2009
Wachovia Retirement Services 2004 - 2008
The Newport Group 2002 - 2004
Transamerica Retirement Services 2000 - 2002
Wachovia Retirement Services 1999 - 2000
Wachovia Retirement Services 1997 - 1999
Education
Central Piedmont Community College
Human Resources
Joseph Scamehorn's The Newport Group Experience June 2007 - September 2011
Job Senior Marketing Underwriter, Middle Market Commercial Lines at Amerisure Insurance
Industry Insurance
Experience
Amerisure Insurance January 2015 - Present
Amerisure Insurance August 2013 - January 2015
The Hartford September 2011 - August 2013
The Newport Group June 2007 - September 2011
The Hartford June 2005 - July 2007
Skills
Insurance, Financial Modeling, Commercial Lines..., Inland Marine, Property & Casualty..., Business Insurance, Investment Management, Analysis, Finance, General Insurance, Management, Liability
Education
Florida State University 2009 — 2011
Master's Degree, Risk Management/Insurance
Western Michigan University 2000 — 2004
Bachelor's Degree, Finance / General Business
Amerisure Insurance January 2015 - Present
Amerisure Insurance August 2013 - January 2015
The Hartford September 2011 - August 2013
The Newport Group June 2007 - September 2011
The Hartford June 2005 - July 2007
Skills
Insurance, Financial Modeling, Commercial Lines..., Inland Marine, Property & Casualty..., Business Insurance, Investment Management, Analysis, Finance, General Insurance, Management, Liability
Education
Florida State University 2009 — 2011
Master's Degree, Risk Management/Insurance
Western Michigan University 2000 — 2004
Bachelor's Degree, Finance / General Business
Gina Rowland's The Newport Group Experience 2012 - March 2014
Job Director of Consulting Services at Horizon Investments
Industry Financial Services
Experience
Horizon Investments March 2014 - Present
The Newport Group 2012 - March 2014
The Newport Group March 2000 - 2012
Bank of America June 1998 - March 2000
Skills
Mutual Funds, Asset Allocation, Investments, Portfolio Management, Asset Management, 401k, Retirement, Investment Advisory, Pensions, Series 63, Financial Analysis, Alternative Investments, Investment Strategies, Retirement Planning, Series 7, Investment Management, Uniform Combined State..., Equities, Defined Benefit
Education
University of North Carolina at Charlotte 1998 — 2002
MBA, Finance
State University of New York at Binghamton 1994 — 1995
Master of Education
State University of New York at Oswego 1990 — 1994
BS
Horizon Investments March 2014 - Present
The Newport Group 2012 - March 2014
The Newport Group March 2000 - 2012
Bank of America June 1998 - March 2000
Skills
Mutual Funds, Asset Allocation, Investments, Portfolio Management, Asset Management, 401k, Retirement, Investment Advisory, Pensions, Series 63, Financial Analysis, Alternative Investments, Investment Strategies, Retirement Planning, Series 7, Investment Management, Uniform Combined State..., Equities, Defined Benefit
Education
University of North Carolina at Charlotte 1998 — 2002
MBA, Finance
State University of New York at Binghamton 1994 — 1995
Master of Education
State University of New York at Oswego 1990 — 1994
BS
Kelly Kildea's The Newport Group Experience November 2007 - Present
Job Manager, Policy Administration at The Newport Group
Industry Insurance
Experience
The Newport Group November 2007 - Present
The Todd Organization 1998 - 2007
Hewitt Associates 1997 - 1998
Education
Indiana University Bloomington 1993 — 1997
bachelor of science, Mathematics Education
The Newport Group November 2007 - Present
The Todd Organization 1998 - 2007
Hewitt Associates 1997 - 1998
Education
Indiana University Bloomington 1993 — 1997
bachelor of science, Mathematics Education
Shawn Stelmak's The Newport Group Experience 2014 - Present
Job Senior Client Relationship Manager at The Newport Group
Industry Financial Services
Experience
The Newport Group 2014 - Present
Fidelity Investments 2004 - 2014
Fidelity Investments 2000 - 2004
Fidelity Investments 1998 - 2000
Fidelity Investments 1995 - 1998
Trust Consultants / Principal Financial Group 1994 - 1995
Skills
Team Leadership, Relationship Management, Operations Management, 401k, 403b, Capacity Management, KPI Reports, Business Planning, Process Improvement, Cost Center Management, Management, Leadership, 403 b, Strategy, CRM, Strategic Planning, Employee Benefits, Mutual Funds, Financial Services
Education
Bryant University
Bachelor's degree, Business Administration and Management, General
Bentley College
Certificate program for Pensions and Employee Benefits
Member of the ASPPA Benefits Council of Greater Cincinnati
The Newport Group 2014 - Present
Fidelity Investments 2004 - 2014
Fidelity Investments 2000 - 2004
Fidelity Investments 1998 - 2000
Fidelity Investments 1995 - 1998
Trust Consultants / Principal Financial Group 1994 - 1995
Skills
Team Leadership, Relationship Management, Operations Management, 401k, 403b, Capacity Management, KPI Reports, Business Planning, Process Improvement, Cost Center Management, Management, Leadership, 403 b, Strategy, CRM, Strategic Planning, Employee Benefits, Mutual Funds, Financial Services
Education
Bryant University
Bachelor's degree, Business Administration and Management, General
Bentley College
Certificate program for Pensions and Employee Benefits
Member of the ASPPA Benefits Council of Greater Cincinnati
Kelly Kildea's The Newport Group Experience November 2012 - Present
Job Senior Client Relationship Manager
Industry Insurance
Experience
The Newport Group November 2012 - Present
The Newport Group November 2007 - November 2012
The Newport Group January 2010 - October 2012
The Newport Group November 2007 - January 2010
Todd Consulting, Inc May 2007 - November 2007
Todd Consulting, Inc April 2001 - April 2007
The Todd Organization 1998 - 2007
Todd Organization of St. Louis, L.L.C January 1999 - March 2001
Todd Organization of St. Louis, L.L.C June 1998 - January 1999
Aon Hewitt June 1997 - June 1998
Skills
Employee Benefits, Defined Benefit, Retirement Planning, ERISA, Pensions, 401k, Retirement, Life Insurance, Defined Contribution, Executive Pay, Mergers & Acquisitions, Qualified Retirement..., Series 63, Deferred Compensation, Non-Qualified Deferred...
Education
Indiana University 1993 — 1997
Bachelor of Science, Mathematics Education
Indiana University Bloomington 1993 — 1997
Bachelor of Science, Mathematics Education
The Newport Group November 2012 - Present
The Newport Group November 2007 - November 2012
The Newport Group January 2010 - October 2012
The Newport Group November 2007 - January 2010
Todd Consulting, Inc May 2007 - November 2007
Todd Consulting, Inc April 2001 - April 2007
The Todd Organization 1998 - 2007
Todd Organization of St. Louis, L.L.C January 1999 - March 2001
Todd Organization of St. Louis, L.L.C June 1998 - January 1999
Aon Hewitt June 1997 - June 1998
Skills
Employee Benefits, Defined Benefit, Retirement Planning, ERISA, Pensions, 401k, Retirement, Life Insurance, Defined Contribution, Executive Pay, Mergers & Acquisitions, Qualified Retirement..., Series 63, Deferred Compensation, Non-Qualified Deferred...
Education
Indiana University 1993 — 1997
Bachelor of Science, Mathematics Education
Indiana University Bloomington 1993 — 1997
Bachelor of Science, Mathematics Education
Anthony Fairchild's The Newport Group Experience August 2012 - Present
Job Retirement Specialist at The Newport Group
Industry Financial Services
Experience
The Newport Group August 2012 - Present
RolloverSystems January 2010 - August 2012
Education
College of Charleston 2002 — 2006
The Newport Group August 2012 - Present
RolloverSystems January 2010 - August 2012
Education
College of Charleston 2002 — 2006
Kimberly Ray Murdock's The Newport Group Experience January 2015 - Present
Job
Industry Financial Services
Experience
The Newport Group January 2015 - Present
The Newport Group December 2009 - December 2014
The Standard 2004 - 2009
Invesmart, Inc. 2000 - 2002
Union Central Life Insurance Company 1997 - 2000
A G Ray, DDS, PA January 1991 - January 1997
Education
Elon University
B.A.
The Newport Group January 2015 - Present
The Newport Group December 2009 - December 2014
The Standard 2004 - 2009
Invesmart, Inc. 2000 - 2002
Union Central Life Insurance Company 1997 - 2000
A G Ray, DDS, PA January 1991 - January 1997
Education
Elon University
B.A.
Kristen Emond's The Newport Group Experience May 2002 - January 2004
Job Financial Analyst at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group January 2011 - Present
Volt Workforce Solutions May 2008 - January 2011
The Newport Group May 2002 - January 2004
State Street January 2000 - May 2002
State Street September 1998 - January 2000
Putnam Investments January 1998 - September 1998
State Street May 1995 - January 1998
Education
Eastern Nazarene College 1999 — 2001
BS, Business Administraton
MassMutual Financial Group January 2011 - Present
Volt Workforce Solutions May 2008 - January 2011
The Newport Group May 2002 - January 2004
State Street January 2000 - May 2002
State Street September 1998 - January 2000
Putnam Investments January 1998 - September 1998
State Street May 1995 - January 1998
Education
Eastern Nazarene College 1999 — 2001
BS, Business Administraton
John Stilley, AIF's The Newport Group Experience September 2001 - March 2008
Job Vice President, Sales Manager at Charles Schwab, Retirement Business Services
Industry Financial Services
Experience
Charles Schwab, Retirement Business Services October 2011 - Present
Inspira April 2008 - September 2011
The Newport Group September 2001 - March 2008
TeamVest Retirement Services January 1997 - August 2001
Charles Schwab September 1995 - December 1996
TrustMark, Inc. August 1989 - August 1995
Federated Investors June 1987 - July 1989
Skills
Marketing, Product Development, Sales, Sales Management, Business Strategy, Retirement Planning, Series 7, Retirement, Series 63, Financial Advisory, 401k, Banking, Investment Advisory, Mutual Funds, Financial Services, Investments, Wealth Management, Series 65, Relationship Management, FINRA
Education
Grove City College 1983 — 1987
Bachelor Arts, Computer Systems/Business
Charles Schwab, Retirement Business Services October 2011 - Present
Inspira April 2008 - September 2011
The Newport Group September 2001 - March 2008
TeamVest Retirement Services January 1997 - August 2001
Charles Schwab September 1995 - December 1996
TrustMark, Inc. August 1989 - August 1995
Federated Investors June 1987 - July 1989
Skills
Marketing, Product Development, Sales, Sales Management, Business Strategy, Retirement Planning, Series 7, Retirement, Series 63, Financial Advisory, 401k, Banking, Investment Advisory, Mutual Funds, Financial Services, Investments, Wealth Management, Series 65, Relationship Management, FINRA
Education
Grove City College 1983 — 1987
Bachelor Arts, Computer Systems/Business
David Gaffney's The Newport Group Experience September 2002 - April 2011
Job Account Manager with SunGard, Wealth Management
Industry Financial Services
Experience
SunGard April 2011 - Present
The Newport Group September 2002 - April 2011
Transamerica July 1999 - September 2002
Wachovia, A Wells Fargo Company October 1995 - July 1999
Education
Queens University of Charlotte 1996 — 1998
MBA, Business Administration
Boston University
BA, English Literature
Series 7 and Series 63 licensure
United States Army
Military Intelligence, Germany
SunGard April 2011 - Present
The Newport Group September 2002 - April 2011
Transamerica July 1999 - September 2002
Wachovia, A Wells Fargo Company October 1995 - July 1999
Education
Queens University of Charlotte 1996 — 1998
MBA, Business Administration
Boston University
BA, English Literature
Series 7 and Series 63 licensure
United States Army
Military Intelligence, Germany
Charlie Knowlton, FLMI, CLU's The Newport Group Experience November 2010 - Present
Job Sr Business Analyst at The Newport Group
Industry Financial Services
Experience
The Newport Group November 2010 - Present
Mass Mutual Financial July 2008 - July 2009
Robert Half Technology & Self Employed February 2003 - August 2007
Lincoln Financial Group & Aetna, Inc August 1994 - January 2003
Aetna August 1980 - August 1994
Skills
Vendor Management, Requirements Gathering, Business Requirements, Requirements Analysis, Process Improvement, SharePoint, Quality Center, Software Documentation, Resource Management, Quality Assurance, Management, Software Project..., Access, Test Planning, PMP, Testing, Business Process, Business Process..., SDLC, Business Analysis, Visio, Insurance, User Acceptance Testing, Project Management
Education
Central Connecticut State University
Bachelor of Science (BS), Accounting
The Newport Group November 2010 - Present
Mass Mutual Financial July 2008 - July 2009
Robert Half Technology & Self Employed February 2003 - August 2007
Lincoln Financial Group & Aetna, Inc August 1994 - January 2003
Aetna August 1980 - August 1994
Skills
Vendor Management, Requirements Gathering, Business Requirements, Requirements Analysis, Process Improvement, SharePoint, Quality Center, Software Documentation, Resource Management, Quality Assurance, Management, Software Project..., Access, Test Planning, PMP, Testing, Business Process, Business Process..., SDLC, Business Analysis, Visio, Insurance, User Acceptance Testing, Project Management
Education
Central Connecticut State University
Bachelor of Science (BS), Accounting
Gerry Cummings's The Newport Group Experience 2005 - 2007
Job Business Analyst Sr. Omni Consultant
Industry Financial Services
Experience
Enterprise Iron - TIAA-Cref October 2012 - Present
Global System Solutions - TIAA-Cref May 2007 - December 2009
Global System Solutions = TIAA-Cref May 2007 - December 2009
Ceridian / The Newport Group February 2005 - May 2007
The Newport Group 2005 - 2007
U.S.A. Group, Inc September 2001 - December 2004
AMG - Administrative Management Group January 2001 - September 2001
Skills
HIPAA, Insurance, 401k, Medical Coding, Training, Employee Benefits, Medical Billing, Medical Terminology, ICD-9, Health Information..., CPT, Medical Records, Appointment Scheduling, Cpr Certified, Customer Service, HCPCS, Medisoft, Insurance Verification, Insurance Billing, Research Papers, Bloodborne Pathogens, OSHA, Experienced Business..., Recored Keeping, Data Analysis, OmniPlus, Microsoft Office, Research
Education
Remington College-Colorado Springs Campus 2011 — 2012
CPC, Medical Billing and Coding, 4.0
McHenry County College
William Rainey Harper College
Nursing and Psychology
Enterprise Iron - TIAA-Cref October 2012 - Present
Global System Solutions - TIAA-Cref May 2007 - December 2009
Global System Solutions = TIAA-Cref May 2007 - December 2009
Ceridian / The Newport Group February 2005 - May 2007
The Newport Group 2005 - 2007
U.S.A. Group, Inc September 2001 - December 2004
AMG - Administrative Management Group January 2001 - September 2001
Skills
HIPAA, Insurance, 401k, Medical Coding, Training, Employee Benefits, Medical Billing, Medical Terminology, ICD-9, Health Information..., CPT, Medical Records, Appointment Scheduling, Cpr Certified, Customer Service, HCPCS, Medisoft, Insurance Verification, Insurance Billing, Research Papers, Bloodborne Pathogens, OSHA, Experienced Business..., Recored Keeping, Data Analysis, OmniPlus, Microsoft Office, Research
Education
Remington College-Colorado Springs Campus 2011 — 2012
CPC, Medical Billing and Coding, 4.0
McHenry County College
William Rainey Harper College
Nursing and Psychology
Christine Guillen's The Newport Group Experience January 2007 - January 2008
Job Accounting at Tyco Fire & Security
Industry Accounting
Experience
Tyco – Boca Raton January 2012 - Present
Accountemps January 2010 - January 2011
Make-A-Wish Foundation January 2008 - January 2009
The Newport Group January 2007 - January 2008
YMCA January 2005 - August 2006
Skills
Microsoft Excel, Finance, Movex, IBM iSeries, Accounting, Financial Reporting, Internal Audit, QuickBooks, Account Reconciliation, Financial Statements, GAAP, Financial Analysis, General Ledger, Accounts Payable, Internal Controls, Fixed Assets, Invoicing, Payroll, Accounts Receivable, Auditing, Bank Reconciliation, Budgets
Education
Florida Atlantic University 2010 — 2011
Masters, Forensic Accounting
Adelphi University 2002 — 2006
Bachelors of Business Administration, Accounting
Tyco – Boca Raton January 2012 - Present
Accountemps January 2010 - January 2011
Make-A-Wish Foundation January 2008 - January 2009
The Newport Group January 2007 - January 2008
YMCA January 2005 - August 2006
Skills
Microsoft Excel, Finance, Movex, IBM iSeries, Accounting, Financial Reporting, Internal Audit, QuickBooks, Account Reconciliation, Financial Statements, GAAP, Financial Analysis, General Ledger, Accounts Payable, Internal Controls, Fixed Assets, Invoicing, Payroll, Accounts Receivable, Auditing, Bank Reconciliation, Budgets
Education
Florida Atlantic University 2010 — 2011
Masters, Forensic Accounting
Adelphi University 2002 — 2006
Bachelors of Business Administration, Accounting
Christine Friedman, CPA's The Newport Group Experience September 2009 - Present
Job Assistant Controller at The Newport Group
Industry Financial Services
Experience
The Newport Group September 2009 - Present
Sears Holdings Corporation January 2007 - September 2009
HD Supply June 2000 - December 2006
Arnold Palmer Golf Management Company September 1997 - June 2000
Skills
JD Edwards, Oracle, Variance Analysis, Financial Reporting, Forecasting, General Ledger, Financial Analysis, GAAP, Account Reconciliation, Accounts Payable, Cash Flow, Budgets, Financial Statements, Financial Accounting, Sarbanes-Oxley Act, Accounting, Cash Flow Forecasting, Corporate Finance, Journal Entries, Fixed Assets, P&L, Cash Management
Education
Florida State University - College of Business 1990 — 1993
Bachelors, Accounting
The Newport Group September 2009 - Present
Sears Holdings Corporation January 2007 - September 2009
HD Supply June 2000 - December 2006
Arnold Palmer Golf Management Company September 1997 - June 2000
Skills
JD Edwards, Oracle, Variance Analysis, Financial Reporting, Forecasting, General Ledger, Financial Analysis, GAAP, Account Reconciliation, Accounts Payable, Cash Flow, Budgets, Financial Statements, Financial Accounting, Sarbanes-Oxley Act, Accounting, Cash Flow Forecasting, Corporate Finance, Journal Entries, Fixed Assets, P&L, Cash Management
Education
Florida State University - College of Business 1990 — 1993
Bachelors, Accounting
Robert Schaffernoth's The Newport Group Experience December 2010 - Present
Job Vice President Retirement Services at The Newport Group
Industry Financial Services
Experience
The Newport Group December 2010 - Present
SunGard Consulting Services July 2008 - August 2010
Merrill Lynch Retirement Services March 2005 - July 2008
Invesco Retirement July 1999 - March 2005
AMVESCAP Retirement January 1998 - July 1999
Aon Consulting June 1983 - January 1998
Skills
Management, Retirement, Leadership, Outsourcing, Strategy, Strategic Planning, Process Improvement, Employee Benefits, CRM, Financial Services, Retirement Planning, 401k, Vendor Management, Sales, Marketing, Business Process, Pensions, Administration, Negotiation, Business Analysis, Time Management
Education
Appalachian State University 1978 — 1982
BSBA, Business Management
Gardner-Webb University
The Newport Group December 2010 - Present
SunGard Consulting Services July 2008 - August 2010
Merrill Lynch Retirement Services March 2005 - July 2008
Invesco Retirement July 1999 - March 2005
AMVESCAP Retirement January 1998 - July 1999
Aon Consulting June 1983 - January 1998
Skills
Management, Retirement, Leadership, Outsourcing, Strategy, Strategic Planning, Process Improvement, Employee Benefits, CRM, Financial Services, Retirement Planning, 401k, Vendor Management, Sales, Marketing, Business Process, Pensions, Administration, Negotiation, Business Analysis, Time Management
Education
Appalachian State University 1978 — 1982
BSBA, Business Management
Gardner-Webb University
Pat Labriola's The Newport Group Experience May 2013 - Present
Job Regional Director at The Newport Group
Industry Financial Services
Experience
The Newport Group May 2013 - Present
Fifth Third Bank December 2012 - May 2013
Zacks Investment Research January 2012 - May 2012
Fidelity Investments January 2006 - December 2010
Fidelity Investments February 1998 - January 2006
PricewaterhouseCoopers May 1994 - January 1998
Skills
Defined Contribution, Investments, Series 7, Asset Management, Retirement, Hedge Funds, Retirement Planning, Relationship Management, Strategy, Investment Management, Series 63, Series 6, 401k, Defined Benefit, Mutual Funds
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1994 — 1995
MBA, Finance
University of Illinois at Urbana-Champaign - College of Business 1989 — 1993
BS, Business Administration
The Newport Group May 2013 - Present
Fifth Third Bank December 2012 - May 2013
Zacks Investment Research January 2012 - May 2012
Fidelity Investments January 2006 - December 2010
Fidelity Investments February 1998 - January 2006
PricewaterhouseCoopers May 1994 - January 1998
Skills
Defined Contribution, Investments, Series 7, Asset Management, Retirement, Hedge Funds, Retirement Planning, Relationship Management, Strategy, Investment Management, Series 63, Series 6, 401k, Defined Benefit, Mutual Funds
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1994 — 1995
MBA, Finance
University of Illinois at Urbana-Champaign - College of Business 1989 — 1993
BS, Business Administration
Laura Larkin's The Newport Group Experience April 2012 - September 2013
Job Life is short. Do something that gives you energy and happiness.
Industry Financial Services
Experience
YMCA February 2014 - Present
The Newport Group April 2012 - September 2013
BNY Mellon 2005 - 2012
Mellon HR Solutions 1999 - 2005
Dreyfus 1991 - 1999
Merrill Lynch 1985 - 1990
Skills
401k, Pensions, ERISA, Defined Benefit, Employee Benefits, Business Analysis, Outsourcing, Mutual Funds, Retirement, Financial Services, Series 63, Series 7, Defined Contribution, Investments, Asset Allocation
Education
Adelphi University
MBA, Finance
State University of New York College at Oneonta
Bachelor of Science (BS), Economics
The Wheatley School
YMCA February 2014 - Present
The Newport Group April 2012 - September 2013
BNY Mellon 2005 - 2012
Mellon HR Solutions 1999 - 2005
Dreyfus 1991 - 1999
Merrill Lynch 1985 - 1990
Skills
401k, Pensions, ERISA, Defined Benefit, Employee Benefits, Business Analysis, Outsourcing, Mutual Funds, Retirement, Financial Services, Series 63, Series 7, Defined Contribution, Investments, Asset Allocation
Education
Adelphi University
MBA, Finance
State University of New York College at Oneonta
Bachelor of Science (BS), Economics
The Wheatley School
Michelle Shearn's The Newport Group Experience July 2003 - Present
Job Plan Administrator at The Newport Group
Industry Financial Services
Experience
The Newport Group July 2003 - Present
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Customer Service, Outlook, Training
Education
Argosy University Sarasota 2006 — 2012
MS, Mental Health Counseling
Georgia Southern University 1988 — 1992
BS, Communication Arts
The Newport Group July 2003 - Present
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Customer Service, Outlook, Training
Education
Argosy University Sarasota 2006 — 2012
MS, Mental Health Counseling
Georgia Southern University 1988 — 1992
BS, Communication Arts
James Marz's The Newport Group Experience December 1999 - Present
Job Document Consultant at The Newport Group
Industry Financial Services
Experience
The Newport Group December 1999 - Present
Education
Boston College
BA, Economics
Rutgers University School of Law - Camden
Juris Doctor, Law
The Newport Group December 1999 - Present
Education
Boston College
BA, Economics
Rutgers University School of Law - Camden
Juris Doctor, Law
Elvisa D's The Newport Group Experience August 2014 - Present
Job Operations Specialist at The Newport Group
Industry Higher Education
Experience
The Newport Group August 2014 - Present
Higher Education Servicing Corp July 2013 - June 2014
Liaison Linguistics May 2011 - June 2013
The Frederik Meijer Gardens & Sculpture Park May 2011 - August 2011
The Frederik Meijer Gardens & Sculpture Park March 2011 - April 2011
Skills
Computer Literate, Bilingual, Fluent English, PowerPoint, Word, Excel, Time Management, Research, Fluent Albanian, Oral & Written..., Critical Thinking, Organization Skills, Close Attention to..., Work Independently with..., Works well in a team, Proofreading, Writing, Drawing, Painting, Ideas Development
Education
Grand Valley State University 2009 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General Business
Grand Valley State University 2009 — 2012
Bachelor of Business Administration (B.B.A.), Finance and General Business
The Newport Group August 2014 - Present
Higher Education Servicing Corp July 2013 - June 2014
Liaison Linguistics May 2011 - June 2013
The Frederik Meijer Gardens & Sculpture Park May 2011 - August 2011
The Frederik Meijer Gardens & Sculpture Park March 2011 - April 2011
Skills
Computer Literate, Bilingual, Fluent English, PowerPoint, Word, Excel, Time Management, Research, Fluent Albanian, Oral & Written..., Critical Thinking, Organization Skills, Close Attention to..., Work Independently with..., Works well in a team, Proofreading, Writing, Drawing, Painting, Ideas Development
Education
Grand Valley State University 2009 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General Business
Grand Valley State University 2009 — 2012
Bachelor of Business Administration (B.B.A.), Finance and General Business
Jaclyn Christiansen's The Newport Group Experience April 2007 - November 2007
Job Accounting, Adminstrative and Office Environment Professional
Industry Accounting
Experience
Diabetes Care Center 2011 - 2012
Cardinal Health September 2009 - August 2010
The Newport Group April 2007 - November 2007
Raymond James Financial Inc. December 2005 - April 2007
Skills
Accounting, Customer Service, Customer Relations, Customer Satisfaction, Collections, Investments, Account Reconciliation, Payroll, Scheduling, Telecommunications, Teamwork, Telephone Skills
Education
Everest University-Tampa 2003 — 2005
Associate's degree, Accounting
Diabetes Care Center 2011 - 2012
Cardinal Health September 2009 - August 2010
The Newport Group April 2007 - November 2007
Raymond James Financial Inc. December 2005 - April 2007
Skills
Accounting, Customer Service, Customer Relations, Customer Satisfaction, Collections, Investments, Account Reconciliation, Payroll, Scheduling, Telecommunications, Teamwork, Telephone Skills
Education
Everest University-Tampa 2003 — 2005
Associate's degree, Accounting
Josette Johnson's The Newport Group Experience October 2012 - Present
Job Entrepreneur
Industry Retail
Experience
Aisle101, LLC January 2013 - Present
The Newport Group October 2012 - Present
Western & Southern Financial Group April 2012 - January 2013
Skills
Life Insurance, Health Insurance, Fixed Annuities, Disability Insurance, Term Life Insurance
Education
Pace University 1995 — 1997
Master of Business Administration (MBA), Economics
Baruch College 1989 — 1992
Bachelor of Business Administration (BBA), Finance, General
Aisle101, LLC January 2013 - Present
The Newport Group October 2012 - Present
Western & Southern Financial Group April 2012 - January 2013
Skills
Life Insurance, Health Insurance, Fixed Annuities, Disability Insurance, Term Life Insurance
Education
Pace University 1995 — 1997
Master of Business Administration (MBA), Economics
Baruch College 1989 — 1992
Bachelor of Business Administration (BBA), Finance, General
Christy Watson's The Newport Group Experience 2005 - 2006
Job Relationship Management Consultant at BB&T Retirement & Institutional Services
Industry Financial Services
Experience
BB&T Retirement & Institutional Services 2010 - Present
The Hartford 2007 - 2010
Pension Planning Solutions 2006 - 2007
The Newport Group 2005 - 2006
OneAmerica Financial Partners Inc. 2004 - 2005
Wilmington Trust 1997 - 2004
Skills
Retirement, 401k, Series 65, Relationship Management, Sales, Management, Customer Service, Leadership Development, Team Building, Process Improvement, Coaching, Microsoft Excel, Microsoft Office, PowerPoint, Insurance, Financial Advisory
Education
Indiana State University - School of Business 1991 — 1995
Bachelor of Science (BS), Finance and Insurance
BB&T Retirement & Institutional Services 2010 - Present
The Hartford 2007 - 2010
Pension Planning Solutions 2006 - 2007
The Newport Group 2005 - 2006
OneAmerica Financial Partners Inc. 2004 - 2005
Wilmington Trust 1997 - 2004
Skills
Retirement, 401k, Series 65, Relationship Management, Sales, Management, Customer Service, Leadership Development, Team Building, Process Improvement, Coaching, Microsoft Excel, Microsoft Office, PowerPoint, Insurance, Financial Advisory
Education
Indiana State University - School of Business 1991 — 1995
Bachelor of Science (BS), Finance and Insurance
Brian O'Donohue's The Newport Group Experience September 2013 - Present
Job Retirement Education Specialist at Newport Group
Industry Financial Services
Experience
The Newport Group September 2013 - Present
Merrill Lynch April 2012 - August 2013
Education
Appalachian State University 2004 — 2008
Bachelor of Business Administration (B.B.A.), Finance and Banking
The Newport Group September 2013 - Present
Merrill Lynch April 2012 - August 2013
Education
Appalachian State University 2004 — 2008
Bachelor of Business Administration (B.B.A.), Finance and Banking
Sherrie Prevette's The Newport Group Experience January 2012 - December 2013
Job at Wells Fargo
Industry Financial Services
Experience
Wells Fargo December 2013 - Present
The Newport Group January 2012 - December 2013
Wells Fargo February 1988 - December 2012
State Street Bank September 1999 - June 2003
Skills
Retirement, Financial Services, Mutual Funds, 401k, Client Services, Qualified Retirement..., Non-Qualified Deferred..., Management, Customer Service, Employee Benefits, Relationship Management
Education
High Point University 1988 — 1991
Bachelor of Arts (B.A.), Business Administration and Management, General
Forsyth Technical Community College 1986 — 1988
Associate's degree, Business Administration and Management, General
Wells Fargo December 2013 - Present
The Newport Group January 2012 - December 2013
Wells Fargo February 1988 - December 2012
State Street Bank September 1999 - June 2003
Skills
Retirement, Financial Services, Mutual Funds, 401k, Client Services, Qualified Retirement..., Non-Qualified Deferred..., Management, Customer Service, Employee Benefits, Relationship Management
Education
High Point University 1988 — 1991
Bachelor of Arts (B.A.), Business Administration and Management, General
Forsyth Technical Community College 1986 — 1988
Associate's degree, Business Administration and Management, General
Deana Pinero's The Newport Group Experience February 2006 - February 2008
Job Senior Accountant at Ravago Americas LLC
Industry Wholesale
Experience
Ravago Americas October 2014 - Present
Starwood Vacation Ownership March 2014 - September 2014
Entec Polymers August 2013 - March 2014
Complete Parachute Solutions January 2012 - July 2013
Masco Home Services June 2008 - November 2011
The Newport Group February 2006 - February 2008
Coastline Distribution February 2003 - November 2005
Skills
Financial Reporting, Finance, Accounting, Financial Analysis, Variance Analysis, Financial Statements, Account Reconciliation, General Ledger, Budgets, Fixed Assets, GAAP, Accounts Payable, Cash Flow
Education
Everest University-North Orlando 2005 — 2007
Master of Business Administration (MBA), Accounting
Ravago Americas October 2014 - Present
Starwood Vacation Ownership March 2014 - September 2014
Entec Polymers August 2013 - March 2014
Complete Parachute Solutions January 2012 - July 2013
Masco Home Services June 2008 - November 2011
The Newport Group February 2006 - February 2008
Coastline Distribution February 2003 - November 2005
Skills
Financial Reporting, Finance, Accounting, Financial Analysis, Variance Analysis, Financial Statements, Account Reconciliation, General Ledger, Budgets, Fixed Assets, GAAP, Accounts Payable, Cash Flow
Education
Everest University-North Orlando 2005 — 2007
Master of Business Administration (MBA), Accounting
Christy Caldwell's The Newport Group Experience July 2000 - January 2008
Job Tax Manager at Insurance Office of America
Industry Insurance
Experience
Insurance Office of America July 2009 - Present
Insurance Office of America July 2009 - July 2015
The Newport Group July 2000 - January 2008
Skills
Accounting, Financial Reporting, General Ledger, Financial Statements, Tax, Financial Accounting, QuickBooks, Accounts Payable, Tax Preparation, Journal Entries, Financial Analysis, Fixed Assets, Income Tax, Bookkeeping, Bank Reconciliation, Corporate Tax, Payroll, Cash Flow, Tax Returns
Education
Daemen College 1976 — 1980
Bachelor's degree, Accounting
Everest University-South Orlando
Master of Business Administration (M.B.A.), Accounting
Insurance Office of America July 2009 - Present
Insurance Office of America July 2009 - July 2015
The Newport Group July 2000 - January 2008
Skills
Accounting, Financial Reporting, General Ledger, Financial Statements, Tax, Financial Accounting, QuickBooks, Accounts Payable, Tax Preparation, Journal Entries, Financial Analysis, Fixed Assets, Income Tax, Bookkeeping, Bank Reconciliation, Corporate Tax, Payroll, Cash Flow, Tax Returns
Education
Daemen College 1976 — 1980
Bachelor's degree, Accounting
Everest University-South Orlando
Master of Business Administration (M.B.A.), Accounting
Raymond Huston's The Newport Group Experience February 1986 - February 1992
Job Food Service Professional at Aramark thru 1/2013
Industry Retail
Experience
Aramark thru 1/2013 February 2008 - January 2013
ARAMARK 2008 - 2013
The Loop Restaurants December 1992 - February 2008
The Newport Group February 1986 - February 1992
Financial Computer Services/ Gulf Life Insurance December 1982 - February 1986
Education
Lively Technical Institute 1979 — 1982
Bachelor's degree equivalency, Data Processing and Data Processing Technology/Technician, 4.0
Florida State University
Accounting
Aramark thru 1/2013 February 2008 - January 2013
ARAMARK 2008 - 2013
The Loop Restaurants December 1992 - February 2008
The Newport Group February 1986 - February 1992
Financial Computer Services/ Gulf Life Insurance December 1982 - February 1986
Education
Lively Technical Institute 1979 — 1982
Bachelor's degree equivalency, Data Processing and Data Processing Technology/Technician, 4.0
Florida State University
Accounting
Kayla Bresch's The Newport Group Experience June 2007 - October 2008
Job Graduate Enrollment Counselor at Saint Leo University
Industry Higher Education
Experience
Saint Leo University November 2014 - Present
Farm Bureau October 2010 - October 2014
Beef O' Brady's August 2010 - December 2012
The Newport Group June 2007 - October 2008
Skills
Insurance, Customer Service, Microsoft Office, Microsoft Word, Sales, PowerPoint, Leadership, Time Management
Education
Florida Southern College 2003 — 2006
Bachelor, Pyschology
Saint Leo University November 2014 - Present
Farm Bureau October 2010 - October 2014
Beef O' Brady's August 2010 - December 2012
The Newport Group June 2007 - October 2008
Skills
Insurance, Customer Service, Microsoft Office, Microsoft Word, Sales, PowerPoint, Leadership, Time Management
Education
Florida Southern College 2003 — 2006
Bachelor, Pyschology
Tara Forester's The Newport Group Experience June 2006 - March 2008
Job Software Quantity Assurance Analyst at Compass Group North America
Industry Food & Beverages
Experience
Compass Group North America November 2008 - Present
The Newport Group June 2006 - March 2008
Gilbarco Veeder Root October 2002 - February 2006
Progressive Software November 1999 - July 2002
Skills
Quality Assurance, Quality Center, Testing, Test Planning, Software Quality..., Test Cases, User Acceptance Testing, HP Quality Center, HP QTP, Analysis, Software Testing Life..., Integration, Scripting, Regression Testing, Test Execution
Education
Central Piedmont Community College 2008 — 2014
Compass Group North America November 2008 - Present
The Newport Group June 2006 - March 2008
Gilbarco Veeder Root October 2002 - February 2006
Progressive Software November 1999 - July 2002
Skills
Quality Assurance, Quality Center, Testing, Test Planning, Software Quality..., Test Cases, User Acceptance Testing, HP Quality Center, HP QTP, Analysis, Software Testing Life..., Integration, Scripting, Regression Testing, Test Execution
Education
Central Piedmont Community College 2008 — 2014
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY