The Newport Group
Industry: Company
DescriptionFounded: 1984 Subsidiaries: Newport Trust Company, The Producer Group LLC
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The Newport Group Employees
Employee
Years
Job
Industry
Tami Kukowski Tami Kukowski's The Newport Group Experience 2004 - 2012
Job Sr. Benefits Analyst at Mayo Clinic
Industry Human Resources
Experience
Mayo Clinic 2012 - Present
Mayo Clinic 2012 - 2013
Mower County, Minnesota 2012 - 2012
The Newport Group 2004 - 2012
Gundersen Lutheran 2007 - 2008
Midwest Farms LLC 2002 - 2004
Skills
Customer Service, Benefits Administration, Employee Benefits, Payroll, Tax, Accounting, Outlook, Microsoft Excel, Microsoft Word, PowerPoint, Employee Relations, Administration, Management, Human Resources, HRIS, Leadership, Process Improvement, Training
Education
Winona State University 2000 — 2001
Bachelor of Science (B.S.), Accounting
Rochester Community and Technical College 1997 — 1999
Associate of Science (A.S.), Business Administration and Management, General
Mayo Clinic 2012 - Present
Mayo Clinic 2012 - 2013
Mower County, Minnesota 2012 - 2012
The Newport Group 2004 - 2012
Gundersen Lutheran 2007 - 2008
Midwest Farms LLC 2002 - 2004
Skills
Customer Service, Benefits Administration, Employee Benefits, Payroll, Tax, Accounting, Outlook, Microsoft Excel, Microsoft Word, PowerPoint, Employee Relations, Administration, Management, Human Resources, HRIS, Leadership, Process Improvement, Training
Education
Winona State University 2000 — 2001
Bachelor of Science (B.S.), Accounting
Rochester Community and Technical College 1997 — 1999
Associate of Science (A.S.), Business Administration and Management, General
Kevin Bachler Kevin Bachler's The Newport Group Experience February 2013 - Present
Job Vice President at The Newport Group
Industry Financial Services
Experience
The Newport Group February 2013 - Present
Caveman Chess January 1976 - Present
Green Bay Packers 2011 - Present
MullinTBG February 1988 - December 2012
Maine South High School 2001 - 2008
Shimer College 1988 - 1990
A. S. Hansen February 1981 - September 1986
Skills
Nonqualified Plan Design, Deferred Compensation, Executive Compensation, Employee Benefits, Retirement, Executive Pay, Defined Benefit, USCF National Master, Program Management, Series 63, Human Resources, Analysis, 401k, Financial Analysis, Fixed Annuities, Mutual Funds, Investments, Compensation & Benefit, Disability Insurance, Long-term Care, Strategy, Coaching, Management, Benefits Administration, Financial Services, Finance, Retirement Planning, Mergers, Wealth Management, Insurance, Health Insurance, Asset Allocation, Strategic Financial..., Pensions, Series 6, Securities, ERISA, Asset Management, Series 7, Life Insurance, Executive Disability..., FIDE Master, USCF Professional Chess..., FIDE Trainer
Education
Shimer College 1986 — 1987
B.S, Natural Sciences (Mathematics)
Northwestern University 1984 — 1985
None, Mathematics
Lake Forest College 1979 — 1981
None, Mathematics
College of Lake County 1975 — 1981
None, Mathematics
Zion Benton Township High School
The Newport Group February 2013 - Present
Caveman Chess January 1976 - Present
Green Bay Packers 2011 - Present
MullinTBG February 1988 - December 2012
Maine South High School 2001 - 2008
Shimer College 1988 - 1990
A. S. Hansen February 1981 - September 1986
Skills
Nonqualified Plan Design, Deferred Compensation, Executive Compensation, Employee Benefits, Retirement, Executive Pay, Defined Benefit, USCF National Master, Program Management, Series 63, Human Resources, Analysis, 401k, Financial Analysis, Fixed Annuities, Mutual Funds, Investments, Compensation & Benefit, Disability Insurance, Long-term Care, Strategy, Coaching, Management, Benefits Administration, Financial Services, Finance, Retirement Planning, Mergers, Wealth Management, Insurance, Health Insurance, Asset Allocation, Strategic Financial..., Pensions, Series 6, Securities, ERISA, Asset Management, Series 7, Life Insurance, Executive Disability..., FIDE Master, USCF Professional Chess..., FIDE Trainer
Education
Shimer College 1986 — 1987
B.S, Natural Sciences (Mathematics)
Northwestern University 1984 — 1985
None, Mathematics
Lake Forest College 1979 — 1981
None, Mathematics
College of Lake County 1975 — 1981
None, Mathematics
Zion Benton Township High School
Debbie Lanier Debbie Lanier's The Newport Group Experience 1997 - 2000
Job Associate Operations
Industry Financial Services
Experience
Austin Asset July 2014 - Present
Resource Consulting Group, Inc. December 2004 - July 2014
NFP Insurance Services 2000 - 2004
The Newport Group 1997 - 2000
Clark Consulting 1995 - 1997
Skills
Investment Advisory, Insurance, Series 7, Series 66, Compliance, Client Services, Financial Analysis, Employee Benefits, Long-term Care, Life & Health Insurance...
Education
The University of Texas at Arlington - College of Business Administration
BBA, Marketing
Austin Asset July 2014 - Present
Resource Consulting Group, Inc. December 2004 - July 2014
NFP Insurance Services 2000 - 2004
The Newport Group 1997 - 2000
Clark Consulting 1995 - 1997
Skills
Investment Advisory, Insurance, Series 7, Series 66, Compliance, Client Services, Financial Analysis, Employee Benefits, Long-term Care, Life & Health Insurance...
Education
The University of Texas at Arlington - College of Business Administration
BBA, Marketing
Jorge Friguls, MBA, AIF Jorge Friguls, MBA, AIF's The Newport Group Experience July 2007 - Present
Job Investment Consultant at The Newport Group
Industry Financial Services
Experience
The Newport Group July 2007 - Present
Bank of New York Mellon October 2004 - July 2007
Skills
Investments, Financial Planning, Mutual Funds, Asset Management, Asset Allocation, Financial Analysis, Equities, Research, Microsoft Office, Series 7, Series 63, Series 65
Education
University of Central Florida 2009 — 2010
MBA
University of Central Florida 2000 — 2004
Finance
Lake Mary High School
The Newport Group July 2007 - Present
Bank of New York Mellon October 2004 - July 2007
Skills
Investments, Financial Planning, Mutual Funds, Asset Management, Asset Allocation, Financial Analysis, Equities, Research, Microsoft Office, Series 7, Series 63, Series 65
Education
University of Central Florida 2009 — 2010
MBA
University of Central Florida 2000 — 2004
Finance
Lake Mary High School
Evelyn Hren's The Newport Group Experience November 2014 - Present
Job Business Analyst at The Newport Group
Industry Investment Management
Experience
The Newport Group November 2014 - Present
William Blair & Company February 2012 - October 2014
William Blair and Company October 2009 - February 2012
KPMG Advisory February 2007 - July 2008
Societe Generale November 2005 - February 2007
Skills
Business Process..., System Implementations, Operational Due..., Derivatives, Operational Streamlining, Eagle PACE, Microsoft Excel, Cost Basis Reporting, Investments, Financial Analysis, Valuation, Financial Reporting, Bloomberg, Accounting, Corporate Finance, Equities, Fixed Income, Financial Accounting, Equity Derivatives, Credit Derivatives, FX Derivatives, Exchange Traded..., Alternative Investments, Interest Rate Swaps, Equity Swaps, FX Swaps, Total Return Swaps, Variance Swaps, Markitwire, Eagle, Longview, Operational Analysis, Operational Risk..., Derivative Operations, Broadridge, Dodd-Frank, Global Regulatory..., Project Management, Financial Modeling, Financial Services, Finance, Business Analysis
Education
University of Central Florida 2001 — 2005
BSBA
The Newport Group November 2014 - Present
William Blair & Company February 2012 - October 2014
William Blair and Company October 2009 - February 2012
KPMG Advisory February 2007 - July 2008
Societe Generale November 2005 - February 2007
Skills
Business Process..., System Implementations, Operational Due..., Derivatives, Operational Streamlining, Eagle PACE, Microsoft Excel, Cost Basis Reporting, Investments, Financial Analysis, Valuation, Financial Reporting, Bloomberg, Accounting, Corporate Finance, Equities, Fixed Income, Financial Accounting, Equity Derivatives, Credit Derivatives, FX Derivatives, Exchange Traded..., Alternative Investments, Interest Rate Swaps, Equity Swaps, FX Swaps, Total Return Swaps, Variance Swaps, Markitwire, Eagle, Longview, Operational Analysis, Operational Risk..., Derivative Operations, Broadridge, Dodd-Frank, Global Regulatory..., Project Management, Financial Modeling, Financial Services, Finance, Business Analysis
Education
University of Central Florida 2001 — 2005
BSBA
Carlos Cains's The Newport Group Experience August 2013 - Present
Job Information Technology Professional at The Newport Group
Industry Information Technology and Services
Experience
The Newport Group August 2013 - Present
Army National Guard/ Active Duty March 2002 - 2014
Suncoast Community Health Centers, Inc. November 2011 - August 2013
Skills
Bilingual-English/Spanis..., CompTIA A+ Certification, Troubleshooting, Networking, Microsoft Exchange, Active Directory, Software Installation, Servers, Computer Hardware, Help Desk Support, Security, Hardware, Routers, System Administration, Information Technology, Technical Support, Data Center, Windows XP, Windows, CompTIA A+
Education
Southwest Florida College 2010 — 2011
Associate of Science (AS), Network and System Administration/Administrator
The Newport Group August 2013 - Present
Army National Guard/ Active Duty March 2002 - 2014
Suncoast Community Health Centers, Inc. November 2011 - August 2013
Skills
Bilingual-English/Spanis..., CompTIA A+ Certification, Troubleshooting, Networking, Microsoft Exchange, Active Directory, Software Installation, Servers, Computer Hardware, Help Desk Support, Security, Hardware, Routers, System Administration, Information Technology, Technical Support, Data Center, Windows XP, Windows, CompTIA A+
Education
Southwest Florida College 2010 — 2011
Associate of Science (AS), Network and System Administration/Administrator
Carlos I. Betancourt's The Newport Group Experience March 2010 - July 2011
Job Founder at Yorkville Commodities
Industry Oil & Energy
Experience
Yorkville Commodities September 2014 - Present
AMCI Group December 2013 - December 2014
Tremond Metals Corp. October 2011 - January 2014
The Newport Group March 2010 - July 2011
KCM Asset Management 2007 - 2008
Roland George Investment Program 2007 - 2008
Farmers Work Association 2005 - 2006
Skills
Investments, Mutual Funds, Equities, Portfolio Management, Trading, Financial Services, Management, Financial Analysis, Asset Allocation, Finance, Fixed Income, Investment Strategies, Strategic Financial..., Leadership, Commodity, 401k, Analysis, Asset Management, Asset Managment, Due Diligence, Risk Management, Hedge Funds, Metals, Energy, LPG, NGL, Oil & Gas, Emerging Markets, Entrepreneurship, Microsoft Office, Business Strategy, Sales, Strategic Planning, Microsoft Excel
Education
Stetson University 2008 — 2009
Master of Business Administration (M.B.A.)
Stetson University 2004 — 2008
Bachelor’s Degree, Finance
Leopold-Franzens Universität Innsbruck 2006 — 2006
Study Abroad Innsbruck Program, International Business Finance
Yorkville Commodities September 2014 - Present
AMCI Group December 2013 - December 2014
Tremond Metals Corp. October 2011 - January 2014
The Newport Group March 2010 - July 2011
KCM Asset Management 2007 - 2008
Roland George Investment Program 2007 - 2008
Farmers Work Association 2005 - 2006
Skills
Investments, Mutual Funds, Equities, Portfolio Management, Trading, Financial Services, Management, Financial Analysis, Asset Allocation, Finance, Fixed Income, Investment Strategies, Strategic Financial..., Leadership, Commodity, 401k, Analysis, Asset Management, Asset Managment, Due Diligence, Risk Management, Hedge Funds, Metals, Energy, LPG, NGL, Oil & Gas, Emerging Markets, Entrepreneurship, Microsoft Office, Business Strategy, Sales, Strategic Planning, Microsoft Excel
Education
Stetson University 2008 — 2009
Master of Business Administration (M.B.A.)
Stetson University 2004 — 2008
Bachelor’s Degree, Finance
Leopold-Franzens Universität Innsbruck 2006 — 2006
Study Abroad Innsbruck Program, International Business Finance
Cathy Godfrey Cathy Godfrey's The Newport Group Experience 2007 - 2011
Job Implementation and Conversions
Industry Insurance
Experience
Anthem, Inc. December 2014 - Present
Momentive October 2013 - April 2014
ASPire Financial Services, LLC August 2012 - August 2013
Aon Hewitt July 2011 - August 2012
The Newport Group 2007 - 2011
APS Energy Services 2004 - 2006
Skills
Project Management, Software Project..., Process Improvement, Microsoft Excel, Microsoft Office, CRM, Microsoft Word, Public Speaking, Event Management, Management, New Business Development, MS Project, 401k, Retirement Plan..., Retirement, Benefits Administration, Team Building, Pensions, Retirement Planning, Relationship Management, Team Leadership, Defined Contribution, Human Resources, Analysis, Employee Benefits, Vendor Management, Risk Management, Program Management, Financial Services, Finance
Education
Ohio University 1984 — 1988
Anthem, Inc. December 2014 - Present
Momentive October 2013 - April 2014
ASPire Financial Services, LLC August 2012 - August 2013
Aon Hewitt July 2011 - August 2012
The Newport Group 2007 - 2011
APS Energy Services 2004 - 2006
Skills
Project Management, Software Project..., Process Improvement, Microsoft Excel, Microsoft Office, CRM, Microsoft Word, Public Speaking, Event Management, Management, New Business Development, MS Project, 401k, Retirement Plan..., Retirement, Benefits Administration, Team Building, Pensions, Retirement Planning, Relationship Management, Team Leadership, Defined Contribution, Human Resources, Analysis, Employee Benefits, Vendor Management, Risk Management, Program Management, Financial Services, Finance
Education
Ohio University 1984 — 1988
Andrew Arigo Andrew Arigo's The Newport Group Experience July 2007 - Present
Job Senior Consultant at The Newport Group
Industry Financial Services
Experience
The Newport Group July 2007 - Present
The Todd Organization 2003 - 2007
Clark Consulting 1998 - 2003
American Express Financial Advisors 1997 - 1998
TASP International 1992 - 1997
Skills
Executive Compensation, Financial Planning, Deferred Compensation, Retirement Planning, Defined Benefit, Sales, Life Insurance, Executive Pay, Series 7, Strategic Financial..., Investments, Employee Benefits, Retirement, Insurance, Mutual Funds, Financial Services
Education
The American College 1997 — 2001
CLU, ChFC, Financial Planning
Penn State University 1991 — 1995
B.S., Finance, Economics
The Newport Group July 2007 - Present
The Todd Organization 2003 - 2007
Clark Consulting 1998 - 2003
American Express Financial Advisors 1997 - 1998
TASP International 1992 - 1997
Skills
Executive Compensation, Financial Planning, Deferred Compensation, Retirement Planning, Defined Benefit, Sales, Life Insurance, Executive Pay, Series 7, Strategic Financial..., Investments, Employee Benefits, Retirement, Insurance, Mutual Funds, Financial Services
Education
The American College 1997 — 2001
CLU, ChFC, Financial Planning
Penn State University 1991 — 1995
B.S., Finance, Economics
Ron Flormann Ron Flormann's The Newport Group Experience 1985 - 1995
Job Executive Manager / Performance Driven / Change Manager / Implementer
Industry Hospital & Health Care
Experience
Glenwood Systems LLC November 2008 - Present
Noble Biomaterials, Inc November 2006 - November 2008
PDI (Professional Disposables International) February 2005 - August 2006
Moore Medical Corp June 1996 - February 2005
The Newport Group 1985 - 1995
Skills
Sales, Marketing, Direct Marketing, Strategic Planning, Change Management, New Business Development, Sales Management, Product Management, Account Management, Product Launch, Marketing Strategy, Product Development, Business Planning, Team Building, Contract Negotiation, Business Development, Operations Management, Management, Leadership, Key Account Management, Business Strategy, Customer Service, Process Improvement, Strategic Partnerships, Training, Healthcare, Sales Operations, P&L Management, Start-ups, Strategy, Executive Management, Budgets, Program Management, Cross-functional Team..., CRM
Education
Rutgers, The State University of New Jersey-Newark 1979 — 1983
BA, Economics / Business
BHS
Glenwood Systems LLC November 2008 - Present
Noble Biomaterials, Inc November 2006 - November 2008
PDI (Professional Disposables International) February 2005 - August 2006
Moore Medical Corp June 1996 - February 2005
The Newport Group 1985 - 1995
Skills
Sales, Marketing, Direct Marketing, Strategic Planning, Change Management, New Business Development, Sales Management, Product Management, Account Management, Product Launch, Marketing Strategy, Product Development, Business Planning, Team Building, Contract Negotiation, Business Development, Operations Management, Management, Leadership, Key Account Management, Business Strategy, Customer Service, Process Improvement, Strategic Partnerships, Training, Healthcare, Sales Operations, P&L Management, Start-ups, Strategy, Executive Management, Budgets, Program Management, Cross-functional Team..., CRM
Education
Rutgers, The State University of New Jersey-Newark 1979 — 1983
BA, Economics / Business
BHS
Heather Durda Heather Durda's The Newport Group Experience September 2014 - October 2014
Job Inflight Crew Member at JetBlue Airways
Industry Human Resources
Experience
JetBlue Airways December 2014 - Present
The Newport Group September 2014 - October 2014
SeaWorld Orlando December 2013 - August 2014
University of Central Florida August 2012 - May 2014
SeaWorld Orlando August 2013 - December 2013
SeaWorld May 2013 - August 2013
UCF Department of Psychology January 2013 - June 2013
Skills
Program Evaluation, Data Analysis, Job Analysis, SPSS, Microsoft Excel, Microsoft Office, Research, Psychology, Statistics, Higher Education, Research Design
Education
University of Central Florida 2012 — 2014
Master of Science (M.S.), Industrial and Organizational Psychology
University of Florida 2008 — 2012
Bachelor of Science (B.S.), Psychology
Trinity Preparatory School 2004 — 2008
High School
JetBlue Airways December 2014 - Present
The Newport Group September 2014 - October 2014
SeaWorld Orlando December 2013 - August 2014
University of Central Florida August 2012 - May 2014
SeaWorld Orlando August 2013 - December 2013
SeaWorld May 2013 - August 2013
UCF Department of Psychology January 2013 - June 2013
Skills
Program Evaluation, Data Analysis, Job Analysis, SPSS, Microsoft Excel, Microsoft Office, Research, Psychology, Statistics, Higher Education, Research Design
Education
University of Central Florida 2012 — 2014
Master of Science (M.S.), Industrial and Organizational Psychology
University of Florida 2008 — 2012
Bachelor of Science (B.S.), Psychology
Trinity Preparatory School 2004 — 2008
High School
Maritza Swabb Maritza Swabb's The Newport Group Experience August 2006 - March 2008
Job Production Artist/Marketing Support
Industry Graphic Design
Experience
LAMCO Advisory Services, Inc. March 2008 - Present
The Newport Group August 2006 - March 2008
Lakeside Design Studios October 2005 - August 2006
Valent USA September 2003 - December 2004
Recoton, Inc. February 2000 - March 2003
Siemens January 1998 - March 2000
GES Exposition Svces July 1996 - June 1997
CMP Media September 1994 - June 1996
Citibank (Banamex USA) 1990 - 1991
Skills
Adobe Creative Suite, Office Administration, Bilingual, Newsletters, InDesign, Marketing, Illustrator, QuarkXPress, Brochures, Microsoft Office, Customer Service, Administrative..., Photoshop, Management, Direct Mail, Packaging, Image Manipulation, Illustration, Social Media Marketing, Email Marketing Software, Pardot, PowerPoint, Articulate Suite
Education
Valencia Community College 1997 — 2000
AS, Graphic Arts
Universidad de Puerto Rico 1979 — 1980
Undergraduate, Business Administration
LAMCO Advisory Services, Inc. March 2008 - Present
The Newport Group August 2006 - March 2008
Lakeside Design Studios October 2005 - August 2006
Valent USA September 2003 - December 2004
Recoton, Inc. February 2000 - March 2003
Siemens January 1998 - March 2000
GES Exposition Svces July 1996 - June 1997
CMP Media September 1994 - June 1996
Citibank (Banamex USA) 1990 - 1991
Skills
Adobe Creative Suite, Office Administration, Bilingual, Newsletters, InDesign, Marketing, Illustrator, QuarkXPress, Brochures, Microsoft Office, Customer Service, Administrative..., Photoshop, Management, Direct Mail, Packaging, Image Manipulation, Illustration, Social Media Marketing, Email Marketing Software, Pardot, PowerPoint, Articulate Suite
Education
Valencia Community College 1997 — 2000
AS, Graphic Arts
Universidad de Puerto Rico 1979 — 1980
Undergraduate, Business Administration
Howard Hsu's The Newport Group Experience January 2008 - Present
Job Accountant at The Newport Group
Industry Financial Services
Experience
The Newport Group January 2008 - Present
Siu & Zanowick, CPAs 2006 - 2007
Skills
Financial Reporting, Accounting, Financial Analysis, General Ledger, Account Reconciliation, Rebalancing, Portfolio Management, Diversification, Sarbanes-Oxley Act, GAAP
Education
University of Central Florida
Accounting and Finance
The Newport Group January 2008 - Present
Siu & Zanowick, CPAs 2006 - 2007
Skills
Financial Reporting, Accounting, Financial Analysis, General Ledger, Account Reconciliation, Rebalancing, Portfolio Management, Diversification, Sarbanes-Oxley Act, GAAP
Education
University of Central Florida
Accounting and Finance
Shohn Beachum Shohn Beachum's The Newport Group Experience July 2011 - September 2012
Job Customer Account Specialist at Maclean Power Systems
Industry Utilities
Experience
MacLean Power Systems September 2012 - Present
The Newport Group July 2011 - September 2012
Wellsfargo 2010 - 2011
Sprint 2009 - 2010
Freeman Screen Printers 2006 - 2009
Misys Healthcare Systems 2002 - 2005
PricewaterhouseCoopers 2000 - 2002
Skills
Customer Service
Education
North Carolina State University 1993 — 1997
North Carolina State University 1993 — 1997
Multiple Disciplinary Studies, Sports Communications and Schools
MacLean Power Systems September 2012 - Present
The Newport Group July 2011 - September 2012
Wellsfargo 2010 - 2011
Sprint 2009 - 2010
Freeman Screen Printers 2006 - 2009
Misys Healthcare Systems 2002 - 2005
PricewaterhouseCoopers 2000 - 2002
Skills
Customer Service
Education
North Carolina State University 1993 — 1997
North Carolina State University 1993 — 1997
Multiple Disciplinary Studies, Sports Communications and Schools
Rick Fuerman Rick Fuerman's The Newport Group Experience 2003 - 2004
Job Vice President, Head of Marketing and Communications at Lightstone
Industry Financial Services
Experience
Lightstone April 2014 - Present
Transamerica Retirement Solutions October 2010 - November 2013
OppenheimerFunds July 2006 - January 2009
ICMA-RC 2004 - 2006
The Newport Group 2003 - 2004
New York Life Investment Management 2001 - 2002
New York Life Investment Management 2000 - 2001
New York Life Investment Management 1998 - 2000
UAM Retirement Services 1996 - 1998
Skills
Mutual Funds, Investments, Retirement, Alternative Investments, REIT, Leadership, Financial Services, Retirement Planning, 401k, Marketing Strategy, Marketing Communications, Business Planning, Direct Marketing, Product Management, Product Marketing, Asset Management, Marketing, Social Media Marketing, Strategic Planning, Defined Benefit, IRA's, FINRA, New Business Development, Customer Service, Product Development, Pensions, ERISA, Consultative Selling, Thought Leadership, Customer Relations, Competitive Analysis, Variable Annuities, B2B Marketing, Creative Direction, Management, Strategy, Business Development, Sales
Education
MBA, Temple University- Fox School of Business
Master of Business Administration (M.B.A.)
Wilkes University
B.S., Business Administration
The Hill School
Lightstone April 2014 - Present
Transamerica Retirement Solutions October 2010 - November 2013
OppenheimerFunds July 2006 - January 2009
ICMA-RC 2004 - 2006
The Newport Group 2003 - 2004
New York Life Investment Management 2001 - 2002
New York Life Investment Management 2000 - 2001
New York Life Investment Management 1998 - 2000
UAM Retirement Services 1996 - 1998
Skills
Mutual Funds, Investments, Retirement, Alternative Investments, REIT, Leadership, Financial Services, Retirement Planning, 401k, Marketing Strategy, Marketing Communications, Business Planning, Direct Marketing, Product Management, Product Marketing, Asset Management, Marketing, Social Media Marketing, Strategic Planning, Defined Benefit, IRA's, FINRA, New Business Development, Customer Service, Product Development, Pensions, ERISA, Consultative Selling, Thought Leadership, Customer Relations, Competitive Analysis, Variable Annuities, B2B Marketing, Creative Direction, Management, Strategy, Business Development, Sales
Education
MBA, Temple University- Fox School of Business
Master of Business Administration (M.B.A.)
Wilkes University
B.S., Business Administration
The Hill School
Karla Radvak Karla Radvak's The Newport Group Experience September 2011 - Present
Job Graphic Designer at The Newport Group
Industry Graphic Design
Experience
The Newport Group September 2011 - Present
Spa Buzz June 2010 - November 2011
Skills
Brochures, InDesign, Illustrator, QuarkXPress, Graphic Design, Typography, Adobe Creative Suite, Advertising, Layout, Logo Design, Photography, Adobe Acrobat, Creative Strategy, Corporate Identity, Posters, Graphics, Branding & Identity, Corporate Branding, Art Direction, Visual Communication, Catalogs, Business Cards
Education
University of Central Florida 2005 — 2010
BFA, Graphic Design
University of Florida 2003 — 2005
Advertising
The Newport Group September 2011 - Present
Spa Buzz June 2010 - November 2011
Skills
Brochures, InDesign, Illustrator, QuarkXPress, Graphic Design, Typography, Adobe Creative Suite, Advertising, Layout, Logo Design, Photography, Adobe Acrobat, Creative Strategy, Corporate Identity, Posters, Graphics, Branding & Identity, Corporate Branding, Art Direction, Visual Communication, Catalogs, Business Cards
Education
University of Central Florida 2005 — 2010
BFA, Graphic Design
University of Florida 2003 — 2005
Advertising
Jake Wiltrout's The Newport Group Experience May 2007 - April 2008
Job U.S. Traits Marketing Manager at Dow AgroSciences
Industry Biotechnology
Experience
Dow AgroSciences October 2014 - Present
Dow AgroSciences December 2013 - May 2015
Dow AgroSciences July 2013 - December 2013
Dow AgroSciences May 2008 - June 2013
The Newport Group May 2007 - April 2008
Octagon February 2006 - January 2007
Skills
Marketing, Direct Sales, Account Management, Sales Management, Strategic Planning, Budgets, Negotiation, Agribusiness, Customer Service, Agriculture, Forecasting, Business Development, Sales Operations, Leadership
Education
Purdue University 2001 — 2005
B.A., History, Political Science, Spanish
Dow AgroSciences October 2014 - Present
Dow AgroSciences December 2013 - May 2015
Dow AgroSciences July 2013 - December 2013
Dow AgroSciences May 2008 - June 2013
The Newport Group May 2007 - April 2008
Octagon February 2006 - January 2007
Skills
Marketing, Direct Sales, Account Management, Sales Management, Strategic Planning, Budgets, Negotiation, Agribusiness, Customer Service, Agriculture, Forecasting, Business Development, Sales Operations, Leadership
Education
Purdue University 2001 — 2005
B.A., History, Political Science, Spanish
Michael Citro Michael Citro's The Newport Group Experience June 2011 - February 2014
Job Technical Writer at The Institute of Internal Auditors Inc.
Industry Public Relations and Communications
Experience
Eleven Warriors January 2013 - Present
The Mane Land September 2014 - Present
The Institute of Internal Auditors Inc. March 2015 - Present
Riptide Software, Inc April 2014 - February 2015
The Newport Group June 2011 - February 2014
Lockheed Martin May 2010 - May 2011
Florida College of Emergency Physicians August 2004 - March 2010
Florida Panthers August 1999 - May 2004
Albany River Rats Hockey Club September 1998 - August 1999
Amarillo Racing Report June 1998 - October 1998
Skills
Press Releases, Newsletters, Brochures, Corporate Communications, Media Relations, Public Relations, Social Media, Copywriting, Editing, Copy Editing, Facebook, Advertising, Event Management, Marketing, Publications, Graphic Design, Web Content, Internal Communications, Public Speaking, Storytelling, Speech Writing, Magazines, Marketing Communications, Radio, Nonprofits, Social Media Marketing, Journalism, Technical Writing, Web Design, Research, Management, Crisis Communications, Strategic Communications, Community Outreach, Email Marketing, Event Planning, Creative Writing, Blogging, Publicity, Social Networking, Sponsorship
Education
The Ohio State University
B.A, Journalism/Public Relations
Lakewood High 1981 — 1984
High school diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Eleven Warriors January 2013 - Present
The Mane Land September 2014 - Present
The Institute of Internal Auditors Inc. March 2015 - Present
Riptide Software, Inc April 2014 - February 2015
The Newport Group June 2011 - February 2014
Lockheed Martin May 2010 - May 2011
Florida College of Emergency Physicians August 2004 - March 2010
Florida Panthers August 1999 - May 2004
Albany River Rats Hockey Club September 1998 - August 1999
Amarillo Racing Report June 1998 - October 1998
Skills
Press Releases, Newsletters, Brochures, Corporate Communications, Media Relations, Public Relations, Social Media, Copywriting, Editing, Copy Editing, Facebook, Advertising, Event Management, Marketing, Publications, Graphic Design, Web Content, Internal Communications, Public Speaking, Storytelling, Speech Writing, Magazines, Marketing Communications, Radio, Nonprofits, Social Media Marketing, Journalism, Technical Writing, Web Design, Research, Management, Crisis Communications, Strategic Communications, Community Outreach, Email Marketing, Event Planning, Creative Writing, Blogging, Publicity, Social Networking, Sponsorship
Education
The Ohio State University
B.A, Journalism/Public Relations
Lakewood High 1981 — 1984
High school diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Guy Collins, CFP Guy Collins, CFP's The Newport Group Experience October 2006 - November 2007
Job Regional Vice President at BurnsFazzi Brock
Industry Financial Services
Experience
Burns-Fazzi, Brock May 2014 - Present
Executive Compensation Solutions, LLC December 2011 - Present
MetLife November 2007 - December 2011
The Newport Group October 2006 - November 2007
MetLife July 2004 - October 2006
Holmes Murphy & Associates 2000 - 2004
Clark Consulting 1995 - 2000
Skills
Disability Insurance, Team Leadership, Executive Pay, Qualified Retirement..., Strategic Financial..., Financial Planning, 401k, Retirement Planning, Employee Benefits, Finance, Financial Services, Life Insurance, Management, Strategy, Fixed Annuities
Education
Lake Forest College 1988 — 1992
BA, Economics
Burns-Fazzi, Brock May 2014 - Present
Executive Compensation Solutions, LLC December 2011 - Present
MetLife November 2007 - December 2011
The Newport Group October 2006 - November 2007
MetLife July 2004 - October 2006
Holmes Murphy & Associates 2000 - 2004
Clark Consulting 1995 - 2000
Skills
Disability Insurance, Team Leadership, Executive Pay, Qualified Retirement..., Strategic Financial..., Financial Planning, 401k, Retirement Planning, Employee Benefits, Finance, Financial Services, Life Insurance, Management, Strategy, Fixed Annuities
Education
Lake Forest College 1988 — 1992
BA, Economics
Brenda Patterson Brenda Patterson's The Newport Group Experience August 2014 - Present
Job Financial Analyst at The Newport Group
Industry Financial Services
Experience
The Newport Group August 2014 - Present
Mercury Financial Group August 2011 - August 2014
BenefitMall March 2010 - July 2010
Clark Consulting June 2006 - March 2010
Capmark Finance Inc July 2004 - June 2006
Skills
Insurance, Employee Benefits, 401k, Retirement, Benefits Administration, Life Insurance, Defined Benefit, Health Insurance, Deferred Compensation, Disability Insurance, Process Improvement, Financial Analysis, Retirement Planning, Executive Pay, Fixed Annuities, Investments
Education
Texas Woman's University 2006 — 2008
MBA, Business
University of North Texas 2000 — 2003
BA, Sociology/Criminal Justice
The Newport Group August 2014 - Present
Mercury Financial Group August 2011 - August 2014
BenefitMall March 2010 - July 2010
Clark Consulting June 2006 - March 2010
Capmark Finance Inc July 2004 - June 2006
Skills
Insurance, Employee Benefits, 401k, Retirement, Benefits Administration, Life Insurance, Defined Benefit, Health Insurance, Deferred Compensation, Disability Insurance, Process Improvement, Financial Analysis, Retirement Planning, Executive Pay, Fixed Annuities, Investments
Education
Texas Woman's University 2006 — 2008
MBA, Business
University of North Texas 2000 — 2003
BA, Sociology/Criminal Justice
Joyce (Cabradilla) Aguilar Joyce (Cabradilla) Aguilar's The Newport Group Experience July 2013 - Present
Job Implementation Project Manager at The Newport Group
Industry Financial Services
Experience
The Newport Group July 2013 - Present
MullinTBG January 2013 - July 2013
MullinTBG April 2009 - December 2012
MullinTBG August 2008 - March 2009
Washington Mutual June 2006 - August 2008
Skills
Project Management, Relationship Management, Data Analysis, Auditing, Microsoft Office, Deferred Compensation, 409A, Customer Service, Retirement Benefits, Employee Benefits, Sales, Small Business Lending, Consumer Lending, Banking, Access, Insurance, Retirement, Financial Services, Management
Education
University of California, Los Angeles
Bachelor of Arts (B.A.), Psychology
The Newport Group July 2013 - Present
MullinTBG January 2013 - July 2013
MullinTBG April 2009 - December 2012
MullinTBG August 2008 - March 2009
Washington Mutual June 2006 - August 2008
Skills
Project Management, Relationship Management, Data Analysis, Auditing, Microsoft Office, Deferred Compensation, 409A, Customer Service, Retirement Benefits, Employee Benefits, Sales, Small Business Lending, Consumer Lending, Banking, Access, Insurance, Retirement, Financial Services, Management
Education
University of California, Los Angeles
Bachelor of Arts (B.A.), Psychology
Christopher Koczan's The Newport Group Experience February 2014 - Present
Job Investment Consultant at The Newport Group
Industry Financial Services
Experience
The Newport Group February 2014 - Present
The Newport Group June 2010 - February 2014
Bank of New York Mellon May 2008 - June 2010
KMA Capital Partners February 2007 - February 2008
Education
Rollins College - Crummer Graduate School of Business 2013 — 2015
Master of Business Administration (M.B.A.)
University of Central Florida 2003 — 2008
Bachelor’s Degree
Father Lopez
High School
The Newport Group February 2014 - Present
The Newport Group June 2010 - February 2014
Bank of New York Mellon May 2008 - June 2010
KMA Capital Partners February 2007 - February 2008
Education
Rollins College - Crummer Graduate School of Business 2013 — 2015
Master of Business Administration (M.B.A.)
University of Central Florida 2003 — 2008
Bachelor’s Degree
Father Lopez
High School
Vivian Houchens Vivian Houchens's The Newport Group Experience 2005 - 2011
Job CPA|Administrator of Audits/Projects/Conversions|CRM NQ Benefit Plans & Accountant of Nonprofits
Industry Accounting
Experience
NC Center for Nonprofits October 2014 - Present
Parker,Pollard, Wilton & Peaden P.C. July 2013 - April 2014
ABB 2014 - 2014
ABB 2014 - 2014
Robinson, Farmer Cox Associates January 2013 - May 2013
Faithful Fiduciary Services March 2012 - October 2012
The Newport Group 2005 - 2011
Byron Financial LLC 2003 - 2005
Wachovia Bank N.A. 2000 - 2002
Wachovia Bank N.A. 1998 - 2000
Skills
Accounting, Auditing, Financial Analysis, Financial Reporting, Employee Benefits, Financial Planning, Management Consulting, Trust & Estate..., Analysis, Investments, Finance, Internal Audit, Accounts Payable
Education
Virginia Commonwealth University - School of Business
MBA, Accounting
The College of William and Mary - The Mason School of Business
BBA, Accounting
Mount Vernon High School
High School Diploma, College Prep
NC Center for Nonprofits October 2014 - Present
Parker,Pollard, Wilton & Peaden P.C. July 2013 - April 2014
ABB 2014 - 2014
ABB 2014 - 2014
Robinson, Farmer Cox Associates January 2013 - May 2013
Faithful Fiduciary Services March 2012 - October 2012
The Newport Group 2005 - 2011
Byron Financial LLC 2003 - 2005
Wachovia Bank N.A. 2000 - 2002
Wachovia Bank N.A. 1998 - 2000
Skills
Accounting, Auditing, Financial Analysis, Financial Reporting, Employee Benefits, Financial Planning, Management Consulting, Trust & Estate..., Analysis, Investments, Finance, Internal Audit, Accounts Payable
Education
Virginia Commonwealth University - School of Business
MBA, Accounting
The College of William and Mary - The Mason School of Business
BBA, Accounting
Mount Vernon High School
High School Diploma, College Prep
Romel Glorioso Romel Glorioso'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 February 2013 - November 2014
Charles Schwab May 2007 - February 2013
PNC January 2006 - April 2007
Sentry Insurance April 2004 - December 2005
Skills
Series 63, Property & Casualty..., 401k, Series 7, Insurance, Retirement, Mutual Funds, Retirement Planning, Relationship Management, Process Improvement, Strategic Planning, Health Insurance, Sales, Employee Benefits, Financial Services, Property, Casualty, Marketing, Education Strategy, Marketing Communications, FINRA, Integrated Marketing, Pensions, Investments, Asset Allocation, Strategic Financial..., Life Insurance, Defined Benefit, Asset Management
Education
John Carroll University 1995 — 1999
Bachelor of Arts, Communications
The Newport Group November 2014 - Present
The Newport Group February 2013 - November 2014
Charles Schwab May 2007 - February 2013
PNC January 2006 - April 2007
Sentry Insurance April 2004 - December 2005
Skills
Series 63, Property & Casualty..., 401k, Series 7, Insurance, Retirement, Mutual Funds, Retirement Planning, Relationship Management, Process Improvement, Strategic Planning, Health Insurance, Sales, Employee Benefits, Financial Services, Property, Casualty, Marketing, Education Strategy, Marketing Communications, FINRA, Integrated Marketing, Pensions, Investments, Asset Allocation, Strategic Financial..., Life Insurance, Defined Benefit, Asset Management
Education
John Carroll University 1995 — 1999
Bachelor of Arts, Communications
Geraldine O'Brien Geraldine O'Brien's The Newport Group Experience Vice President, Corporate and Marketing CommunicationsGuardian Life Insurance1998 - 2002
Job VP of Communications at The Newport Group
Industry Investment Management
Experience
The Newport Group Vice President, Corporate and Marketing CommunicationsGuardian Life Insurance1998 - 2002
Prudential Financial 1995 - 1998
Phoenix Home Life Insurance Company 1990 - 1995
The MONY Group 1978 - 1990
Skills
Event Management, Internal Communications, Defined Benefit, Marketing Communications, Advertising, Investments, 401k, Access, Employee Benefits, Financial Services, Corporate Communications, Strategic Communications, Marketing, Retirement, Event Planning, Social Media Marketing, Public Relations, Microsoft Excel, Microsoft Office, Retirement Planning, Insurance
Education
Montclair State University
The Newport Group Vice President, Corporate and Marketing CommunicationsGuardian Life Insurance1998 - 2002
Prudential Financial 1995 - 1998
Phoenix Home Life Insurance Company 1990 - 1995
The MONY Group 1978 - 1990
Skills
Event Management, Internal Communications, Defined Benefit, Marketing Communications, Advertising, Investments, 401k, Access, Employee Benefits, Financial Services, Corporate Communications, Strategic Communications, Marketing, Retirement, Event Planning, Social Media Marketing, Public Relations, Microsoft Excel, Microsoft Office, Retirement Planning, Insurance
Education
Montclair State University
Donna Dize Donna Dize's The Newport Group Experience May 2008 - April 2012
Job Consultant
Industry Information Technology and Services
Experience
Duke Energy Corporation February 2015 - March 2015
Duke Energy Corporation July 2014 - February 2015
Ally Financial Inc. November 2013 - May 2014
Wells Fargo Home Mortgage - HARP July 2013 - August 2013
Ally Financial Inc. May 2013 - June 2013
Wells Fargo Home Mortgage - Look Back Review/Promontory Team April 2012 - February 2013
The Newport Group May 2008 - April 2012
TIAA-CREF February 2008 - May 2008
HSBC Global Banking and Markets November 2005 - July 2007
DECISION ONE MORTGAGE September 2004 - November 2005
Skills
Visual Studio, Software Project..., Test Management, Vendor Management, Integration, Leadership, Unix, Business Process, Scrum, Oracle, Data Warehousing, Java, SDLC, Quality Assurance, Testing, Business Analysis, Process Improvement, Requirements Analysis, Software Documentation, Visio, Requirements Gathering, SharePoint
Education
S 2009 — 2009
CSTE
St. Petersburg College 2006 — 2006
Effective Methods of Software Testing - Cert., Quality Control Technology/Technician
Mississippi State University - College of Business and Industry 1978 — 1980
N/A, Marketing/Design/Introduction to Business Law
Duke Energy Corporation February 2015 - March 2015
Duke Energy Corporation July 2014 - February 2015
Ally Financial Inc. November 2013 - May 2014
Wells Fargo Home Mortgage - HARP July 2013 - August 2013
Ally Financial Inc. May 2013 - June 2013
Wells Fargo Home Mortgage - Look Back Review/Promontory Team April 2012 - February 2013
The Newport Group May 2008 - April 2012
TIAA-CREF February 2008 - May 2008
HSBC Global Banking and Markets November 2005 - July 2007
DECISION ONE MORTGAGE September 2004 - November 2005
Skills
Visual Studio, Software Project..., Test Management, Vendor Management, Integration, Leadership, Unix, Business Process, Scrum, Oracle, Data Warehousing, Java, SDLC, Quality Assurance, Testing, Business Analysis, Process Improvement, Requirements Analysis, Software Documentation, Visio, Requirements Gathering, SharePoint
Education
S 2009 — 2009
CSTE
St. Petersburg College 2006 — 2006
Effective Methods of Software Testing - Cert., Quality Control Technology/Technician
Mississippi State University - College of Business and Industry 1978 — 1980
N/A, Marketing/Design/Introduction to Business Law
Lorna Pierce, CPA Lorna Pierce, CPA's The Newport Group Experience August 2002 - July 2004
Job Tax & Payroll Director at Holland & Knight LLP
Industry Accounting
Experience
Holland & Knight LLP February 2011 - Present
Kitchen Tune-Up Franchise System December 2012 - Present
Moore Stephens Lovelace July 2010 - February 2011
CPA Associates, RSM McGladrey Network Firm July 2006 - July 2009
Law Offices of Richard Norris/Network Closing July 2004 - July 2006
The Newport Group August 2002 - July 2004
Moore Stephens Lovelace July 1999 - December 2000
Bagwell & Capello, CPA, PA October 1997 - October 1999
Arthur Andersen September 1993 - June 1997
McIntyre Elwell Strammer General Contractors (formerly McIntyre Doherty Elwell) December 1987 - May 1992
Skills
Income Tax, Corporate Tax, CPA, Accounting, Corporate Tax Planning, State Tax Planning, State Tax, International Tax, Sales Tax, Property Tax, Nexus, Tax Audit Representation, Tax Advisory, Auditing, FAS 109, FIN 48, Benefit Plan..., Fixed Assets, Employee Benefits, General Ledger, Tax, Accounts Receivable, Cash Flow, Payroll Taxes, Tax Preparation, Financial Reporting, Finance, Tax Research, Tax Returns, SEC filings, Tax Accounting, Accounts Payable, Bookkeeping, Account Reconciliation
Education
University of South Florida 1990 — 1997
BA, Accounting
State College of Florida-Manatee-Sarasota 1987 — 1990
AA, Accounting
Waynesville High School
Holland & Knight LLP February 2011 - Present
Kitchen Tune-Up Franchise System December 2012 - Present
Moore Stephens Lovelace July 2010 - February 2011
CPA Associates, RSM McGladrey Network Firm July 2006 - July 2009
Law Offices of Richard Norris/Network Closing July 2004 - July 2006
The Newport Group August 2002 - July 2004
Moore Stephens Lovelace July 1999 - December 2000
Bagwell & Capello, CPA, PA October 1997 - October 1999
Arthur Andersen September 1993 - June 1997
McIntyre Elwell Strammer General Contractors (formerly McIntyre Doherty Elwell) December 1987 - May 1992
Skills
Income Tax, Corporate Tax, CPA, Accounting, Corporate Tax Planning, State Tax Planning, State Tax, International Tax, Sales Tax, Property Tax, Nexus, Tax Audit Representation, Tax Advisory, Auditing, FAS 109, FIN 48, Benefit Plan..., Fixed Assets, Employee Benefits, General Ledger, Tax, Accounts Receivable, Cash Flow, Payroll Taxes, Tax Preparation, Financial Reporting, Finance, Tax Research, Tax Returns, SEC filings, Tax Accounting, Accounts Payable, Bookkeeping, Account Reconciliation
Education
University of South Florida 1990 — 1997
BA, Accounting
State College of Florida-Manatee-Sarasota 1987 — 1990
AA, Accounting
Waynesville High School
Kipp Reck, CFA Kipp Reck, CFA's The Newport Group Experience 2003 - December 2008
Job Southeast Investment Leader at Towers Watson
Industry Investment Management
Experience
Towers Watson July 2015 - Present
Towers Watson December 2008 - Present
The Newport Group 2003 - December 2008
Morgan Stanley Invesmtent Consulting Services September 1997 - November 2003
SunTrust Bank June 1991 - June 1997
Education
Rollins College - Crummer Graduate School of Business 1991 — 1993
MBA, Management and Finance
University of Iowa 1983 — 1987
BA, Finance
Towers Watson July 2015 - Present
Towers Watson December 2008 - Present
The Newport Group 2003 - December 2008
Morgan Stanley Invesmtent Consulting Services September 1997 - November 2003
SunTrust Bank June 1991 - June 1997
Education
Rollins College - Crummer Graduate School of Business 1991 — 1993
MBA, Management and Finance
University of Iowa 1983 — 1987
BA, Finance
Joe Capela, QPA, QKA's The Newport Group Experience May 2013 - Present
Job Senior Client Relationship Manager at The Newport Group
Industry Financial Services
Experience
The Newport Group May 2013 - Present
Tegrit Group March 2010 - April 2013
Summit Retirement Plan Services, Inc. March 2010 - May 2012
Charles Schwab October 1995 - March 2010
Charles Schwab October 1995 - January 2002
Delphi March 1994 - December 1994
Skills
401k, Retirement, Relationship Management, Management, Leadership, Retirement Planning, Pensions, Employee Benefits, Defined Benefit, Building Relationships, Retirement Plan..., Series 7, Investments, Mutual Funds, Defined Contribution, Mergers, Qualified Retirement..., Mergers & Acquisitions, Financial Services, Asset Allocation, Investment Advisory, Wealth Management, Investment Strategies, Strengthening Client..., ERISA, CRM, Securities, Investment Management, Alternative Investments, Strategic Consulting
Education
The University of Akron 1991 — 1996
BA, Accounting
The Newport Group May 2013 - Present
Tegrit Group March 2010 - April 2013
Summit Retirement Plan Services, Inc. March 2010 - May 2012
Charles Schwab October 1995 - March 2010
Charles Schwab October 1995 - January 2002
Delphi March 1994 - December 1994
Skills
401k, Retirement, Relationship Management, Management, Leadership, Retirement Planning, Pensions, Employee Benefits, Defined Benefit, Building Relationships, Retirement Plan..., Series 7, Investments, Mutual Funds, Defined Contribution, Mergers, Qualified Retirement..., Mergers & Acquisitions, Financial Services, Asset Allocation, Investment Advisory, Wealth Management, Investment Strategies, Strengthening Client..., ERISA, CRM, Securities, Investment Management, Alternative Investments, Strategic Consulting
Education
The University of Akron 1991 — 1996
BA, Accounting
Sarah Dole's The Newport Group Experience May 2012 - Present
Job Human Resource Coordinator at The Newport Group
Industry Financial Services
Experience
The Newport Group May 2012 - Present
The PFM Group June 2009 - May 2012
Pierre's Wine Cellar October 2007 - May 2009
Orlando Marriott Lake Mary, FL January 2005 - January 2007
Skills
Customer Service, Marketing, Outlook, Public Speaking, Training, Hospitality Management, Microsoft Office, Social Media, Event Planning, PowerPoint, Microsoft Excel, Event Management, Negotiation, Strategic Planning, Microsoft Word, Employee Benefits, Sales, Budgets, Contract Negotiation, Resorts, Human Resources, Recruiting, Project Management, Leadership, Employee Relations
Education
University of Central Florida 2005 — 2007
Hospitality Management, General
Valencia Community College 2005 — 2005
Hospitality and Tourism Management
Seminole Community College 2002 — 2004
Associates Degree, Business
The Newport Group May 2012 - Present
The PFM Group June 2009 - May 2012
Pierre's Wine Cellar October 2007 - May 2009
Orlando Marriott Lake Mary, FL January 2005 - January 2007
Skills
Customer Service, Marketing, Outlook, Public Speaking, Training, Hospitality Management, Microsoft Office, Social Media, Event Planning, PowerPoint, Microsoft Excel, Event Management, Negotiation, Strategic Planning, Microsoft Word, Employee Benefits, Sales, Budgets, Contract Negotiation, Resorts, Human Resources, Recruiting, Project Management, Leadership, Employee Relations
Education
University of Central Florida 2005 — 2007
Hospitality Management, General
Valencia Community College 2005 — 2005
Hospitality and Tourism Management
Seminole Community College 2002 — 2004
Associates Degree, Business
Erin Simpson Erin Simpson's The Newport Group Experience August 2015 - Present
Job Senior Client Relationship Manager
Industry Financial Services
Experience
The Newport Group August 2015 - Present
OppenheimerFunds December 2012 - March 2015
AllianceBernstein February 2011 - December 2012
Nuveen Investments August 2007 - August 2010
Skills
Asset Managment, Mutual Funds, Investment Strategies, Equities, Alternative Investments, Investments, Fixed Income, Series 7, Competitive Analysis, Capital Markets, Asset Management, Financial Services, Securities, Relationship Management
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS)
M.A., International Relations, International Economics
The Johns Hopkins University
B.A., International Relations
The Newport Group August 2015 - Present
OppenheimerFunds December 2012 - March 2015
AllianceBernstein February 2011 - December 2012
Nuveen Investments August 2007 - August 2010
Skills
Asset Managment, Mutual Funds, Investment Strategies, Equities, Alternative Investments, Investments, Fixed Income, Series 7, Competitive Analysis, Capital Markets, Asset Management, Financial Services, Securities, Relationship Management
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS)
M.A., International Relations, International Economics
The Johns Hopkins University
B.A., International Relations
Scott McGee, MBA Scott McGee, MBA's The Newport Group Experience June 2014 - Present
Job Associate Consultant at The Newport Group
Industry Financial Services
Experience
The Newport Group June 2014 - Present
Principal Financial Group May 2006 - May 2014
AXA Advisors June 2004 - May 2006
Skills
Series 7, Executive Pay, Defined Contribution, Investments, Defined Benefit, Management, Team Leadership, Leadership, Sales, Insurance, Portfolio Management, Non-Qualified Deferred..., Relationship Management, Retirement, Retirement Planning
Education
North Carolina State University 2010 — 2012
MBA, Marketing
University of North Carolina at Chapel Hill 1997 — 2001
Bachelor of Arts, Management and Society
The Newport Group June 2014 - Present
Principal Financial Group May 2006 - May 2014
AXA Advisors June 2004 - May 2006
Skills
Series 7, Executive Pay, Defined Contribution, Investments, Defined Benefit, Management, Team Leadership, Leadership, Sales, Insurance, Portfolio Management, Non-Qualified Deferred..., Relationship Management, Retirement, Retirement Planning
Education
North Carolina State University 2010 — 2012
MBA, Marketing
University of North Carolina at Chapel Hill 1997 — 2001
Bachelor of Arts, Management and Society
Stan Eckert Stan Eckert's The Newport Group Experience March 2011 - Present
Job Senior Consultant at The Newport Group
Industry Financial Services
Experience
The Newport Group March 2011 - Present
Clark Consulting December 2008 - April 2011
Merrill Lynch July 2003 - November 2008
MetLife July 2002 - July 2003
Security Life of Denver August 1998 - December 2001
Management Compensation Group 1983 - 1998
Education
University of Alabama at Birmingham 1975 — 1978
B.S., Accounting and Information Technology
The Newport Group March 2011 - Present
Clark Consulting December 2008 - April 2011
Merrill Lynch July 2003 - November 2008
MetLife July 2002 - July 2003
Security Life of Denver August 1998 - December 2001
Management Compensation Group 1983 - 1998
Education
University of Alabama at Birmingham 1975 — 1978
B.S., Accounting and Information Technology
Katelyn Stewart's The Newport Group Experience February 2014 - Present
Job Senior Client Service Manager at The Newport Group
Industry Financial Services
Experience
The Newport Group February 2014 - Present
The Newport Group October 2011 - February 2014
AXA Advisors January 2009 - October 2011
Skills
Financial Services, Investments, Finance, Retirement Planning, Mutual Funds, Life Insurance, Fixed Annuities, Variable Annuities, Term Life Insurance, Variable Life, Universal Life, Series 7, Wealth Management, Securities, 401k, Retirement, Financial Planning, Insurance, Pensions, Series 6
Education
State University of New York College at Brockport 2005 — 2009
Bachelor of Science (B.S.), Finance
The Newport Group February 2014 - Present
The Newport Group October 2011 - February 2014
AXA Advisors January 2009 - October 2011
Skills
Financial Services, Investments, Finance, Retirement Planning, Mutual Funds, Life Insurance, Fixed Annuities, Variable Annuities, Term Life Insurance, Variable Life, Universal Life, Series 7, Wealth Management, Securities, 401k, Retirement, Financial Planning, Insurance, Pensions, Series 6
Education
State University of New York College at Brockport 2005 — 2009
Bachelor of Science (B.S.), Finance
F. Andrew Moran's The Newport Group Experience August 1984 - Present
Job Managing Director, The Newport Group
Industry Financial Services
Experience
The Newport Group August 1984 - Present
Capital Analysts Inc. 1978 - 1984
Skills
401k, Defined Benefit, Retirement, Series 63, Retirement Planning, ERISA, Pensions, Series 7, Asset Allocation, FINRA, Strategic Financial..., Investment Advisory, Financial Services, Asset Management, Investments, Financial Planning
Education
Jacksonville University 1974 — 1978
BS, Business Managment
The Newport Group August 1984 - Present
Capital Analysts Inc. 1978 - 1984
Skills
401k, Defined Benefit, Retirement, Series 63, Retirement Planning, ERISA, Pensions, Series 7, Asset Allocation, FINRA, Strategic Financial..., Investment Advisory, Financial Services, Asset Management, Investments, Financial Planning
Education
Jacksonville University 1974 — 1978
BS, Business Managment
Blake Stromberg Blake Stromberg's The Newport Group Experience December 2010 - Present
Job Senior Relationship Manager at The Newport Group
Industry Financial Services
Experience
The Newport Group December 2010 - Present
Prudential Financial September 2008 - November 2010
Laird Norton Tyee April 2006 - August 2008
Northern Trust Retirement Consulting 2001 - 2004
Northern Trust June 1991 - January 2001
Education
North Park University 1987 — 1991
B.A., Finance
The Newport Group December 2010 - Present
Prudential Financial September 2008 - November 2010
Laird Norton Tyee April 2006 - August 2008
Northern Trust Retirement Consulting 2001 - 2004
Northern Trust June 1991 - January 2001
Education
North Park University 1987 — 1991
B.A., Finance
Jeremy Maynard Jeremy Maynard's The Newport Group Experience May 2011 - Present
Job Plan Administrator at The Newport Group
Industry Financial Services
Experience
The Newport Group May 2011 - Present
Clark Consulting March 2007 - May 2011
Homecomings Financial October 2005 - March 2007
Homecomings Financial July 2004 - October 2005
Education
Texas A&M University 2002 — 2004
Bachelor of Science in Economics, Minor in Business Administration
The Newport Group May 2011 - Present
Clark Consulting March 2007 - May 2011
Homecomings Financial October 2005 - March 2007
Homecomings Financial July 2004 - October 2005
Education
Texas A&M University 2002 — 2004
Bachelor of Science in Economics, Minor in Business Administration
Susan Casanova Susan Casanova's The Newport Group Experience March 2006 - April 2012
Job Document Compliance Consultant at TIAACREF
Industry Human Resources
Experience
TIAA-CREF July 2012 - Present
The Newport Group March 2006 - April 2012
Corporate Plans & Services August 1976 - March 2006
Skills
401k, ERISA, Retirement, Plan Design, Employee Benefits, Retirement Plan...
Education
North Carolina State University
TIAA-CREF July 2012 - Present
The Newport Group March 2006 - April 2012
Corporate Plans & Services August 1976 - March 2006
Skills
401k, ERISA, Retirement, Plan Design, Employee Benefits, Retirement Plan...
Education
North Carolina State University
Carol Tam Carol Tam's The Newport Group Experience September 2012 - Present
Job Plan Administrator at The Newport Group
Industry Financial Services
Experience
The Newport Group September 2012 - Present
Clark Consulting July 2006 - July 2012
Advanced Placement Team January 2000 - November 2005
Skills
Insurance, Defined Benefit, Employee Benefits, Human Resources, Benefits Administration, Accounting, Retirement Planning, Disability Insurance, Cross-functional Team..., Manage Client...
Education
The University of Texas at Austin
The Newport Group September 2012 - Present
Clark Consulting July 2006 - July 2012
Advanced Placement Team January 2000 - November 2005
Skills
Insurance, Defined Benefit, Employee Benefits, Human Resources, Benefits Administration, Accounting, Retirement Planning, Disability Insurance, Cross-functional Team..., Manage Client...
Education
The University of Texas at Austin
John Alford John Alford's The Newport Group Experience September 2006 - June 2007
Job SQL Server DBA Contract held by Tek Systems, Inc. at Bank of America
Industry Information Technology and Services
Experience
Bank of America January 2013 - Present
Ally Financial Inc. November 2012 - January 2013
Bank of America April 2011 - September 2012
Duke Energy Corporation November 2009 - April 2011
Bank of America November 2008 - November 2009
Premier, Inc. May 2008 - November 2008
Sapphire Technologies September 2007 - April 2008
The Newport Group September 2006 - June 2007
Old Canal Financial May 2006 - August 2006
United Mortgage & Loan Investment, LLC August 1998 - February 2006
Skills
Microsoft SQL Server, SSIS, SSRS, ETL, Litespeed, Foglight, T-SQL, Data Migration, SharePoint, Oracle, Data Center, Databases, Data Warehousing, SDLC
Education
The University of Georgia 1988 — 1992
Bachelor of Business Administration (BBA), Management Information Systems, General
Milligan College 1986 — 1987
Bank of America January 2013 - Present
Ally Financial Inc. November 2012 - January 2013
Bank of America April 2011 - September 2012
Duke Energy Corporation November 2009 - April 2011
Bank of America November 2008 - November 2009
Premier, Inc. May 2008 - November 2008
Sapphire Technologies September 2007 - April 2008
The Newport Group September 2006 - June 2007
Old Canal Financial May 2006 - August 2006
United Mortgage & Loan Investment, LLC August 1998 - February 2006
Skills
Microsoft SQL Server, SSIS, SSRS, ETL, Litespeed, Foglight, T-SQL, Data Migration, SharePoint, Oracle, Data Center, Databases, Data Warehousing, SDLC
Education
The University of Georgia 1988 — 1992
Bachelor of Business Administration (BBA), Management Information Systems, General
Milligan College 1986 — 1987
Rocky D'Alessandro's The Newport Group Experience January 2003 - November 2008
Job Retirement Plan Consultant at MillenniuM Investment & Retirement Advisors, LLC
Industry Financial Services
Experience
MillenniuM Investment & Retirement Advisors, LLC August 2012 - Present
Stanley Benefit Services June 2011 - July 2012
Bank of America July 2010 - June 2011
RolloverSystems November 2008 - July 2010
The Newport Group January 2003 - November 2008
Skills
401k, Employee Benefits, Defined Benefit, Retirement Planning, Retirement, Defined Contribution
Education
Pennsylvania State University 1996 — 2000
Bachelor of Science, Economics
MillenniuM Investment & Retirement Advisors, LLC August 2012 - Present
Stanley Benefit Services June 2011 - July 2012
Bank of America July 2010 - June 2011
RolloverSystems November 2008 - July 2010
The Newport Group January 2003 - November 2008
Skills
401k, Employee Benefits, Defined Benefit, Retirement Planning, Retirement, Defined Contribution
Education
Pennsylvania State University 1996 — 2000
Bachelor of Science, Economics
Laura Powell Brown Laura Powell Brown's The Newport Group Experience August 2006 - April 2008
Job Business Intelligence Architect at Mood/Muzak
Industry Information Technology and Services
Experience
Muzak Mood Media August 2009 - Present
Technosoft August 2009 - August 2010
Bank of America September 2008 - August 2009
Carlisle & Gallagher Consulting Group September 2008 - August 2009
SetFocus 2008 - 2009
Motorsports Authentics June 2008 - October 2008
The Newport Group August 2006 - April 2008
Ceridian April 1994 - July 2006
Ceridian Benefis Services (Ceridian) 1999 - 2006
BMC Consultants April 1994 - October 1999
Skills
SSAS 2008, SSIS 2008, SSRS 2008, SSMS 2008, Microsoft SQL Server, Business Intelligence, Data Warehouse..., Data Warehousing, Data Analysis, Technical Analysis, SQL Server Management..., Cross-functional Team..., Agile Methodologies, Analysis Services, Database Administration, C#, SSIS
Education
SetFocus 2008 — 2009
Certificate, MS BI, SSIS, SSAS, SSRS, SharePoint
Wayne State University 1984 — 1986
BA, Math, Computer Programming
University of Alaska Fairbanks 1981 — 1984
BA, Math
Muzak Mood Media August 2009 - Present
Technosoft August 2009 - August 2010
Bank of America September 2008 - August 2009
Carlisle & Gallagher Consulting Group September 2008 - August 2009
SetFocus 2008 - 2009
Motorsports Authentics June 2008 - October 2008
The Newport Group August 2006 - April 2008
Ceridian April 1994 - July 2006
Ceridian Benefis Services (Ceridian) 1999 - 2006
BMC Consultants April 1994 - October 1999
Skills
SSAS 2008, SSIS 2008, SSRS 2008, SSMS 2008, Microsoft SQL Server, Business Intelligence, Data Warehouse..., Data Warehousing, Data Analysis, Technical Analysis, SQL Server Management..., Cross-functional Team..., Agile Methodologies, Analysis Services, Database Administration, C#, SSIS
Education
SetFocus 2008 — 2009
Certificate, MS BI, SSIS, SSAS, SSRS, SharePoint
Wayne State University 1984 — 1986
BA, Math, Computer Programming
University of Alaska Fairbanks 1981 — 1984
BA, Math
David H Krech David H Krech's The Newport Group Experience September 2014 - Present
Job Complex Director of Sales and Marketing at The Newport Group
Industry Hospitality
Experience
The Newport Group September 2014 - Present
Shelborne South Beach a Wyndham Affiliate April 2013 - March 2014
Wyndham Kingston, Jamaica November 2012 - March 2013
Westin Grand Cayman / Starwood Hotels & Resorts May 2011 - October 2012
Starwood Hotels & Resorts / Caribbean February 2009 - May 2011
The Westin Roco Ki Beach & Golf Resort / Dominican Republic January 2005 - March 2011
Wyndham International March 1999 - December 2004
Interstate Hotels and Resorts December 1996 - February 1999
Skills
Hospitality, Resorts, Hospitality Industry, Hotels, Revenue Analysis, Social Media Marketing, Leadership, Leisure, Training, Pre-opening, Marketing, Budgets, Meeting Planning, Management, Catering, Trade Shows, Sales, Hospitality Management, Digital Marketing, Banquets, CRM, Convention Services, Food, Hotel Management, Opening Hotels, Public Relations, Rooms Division, Social Media, Strategic Planning, Tourism, Yield Management
Education
Middle Tennessee State University
Bachelor's degree, Industrial Psychology / Marketing
The Newport Group September 2014 - Present
Shelborne South Beach a Wyndham Affiliate April 2013 - March 2014
Wyndham Kingston, Jamaica November 2012 - March 2013
Westin Grand Cayman / Starwood Hotels & Resorts May 2011 - October 2012
Starwood Hotels & Resorts / Caribbean February 2009 - May 2011
The Westin Roco Ki Beach & Golf Resort / Dominican Republic January 2005 - March 2011
Wyndham International March 1999 - December 2004
Interstate Hotels and Resorts December 1996 - February 1999
Skills
Hospitality, Resorts, Hospitality Industry, Hotels, Revenue Analysis, Social Media Marketing, Leadership, Leisure, Training, Pre-opening, Marketing, Budgets, Meeting Planning, Management, Catering, Trade Shows, Sales, Hospitality Management, Digital Marketing, Banquets, CRM, Convention Services, Food, Hotel Management, Opening Hotels, Public Relations, Rooms Division, Social Media, Strategic Planning, Tourism, Yield Management
Education
Middle Tennessee State University
Bachelor's degree, Industrial Psychology / Marketing
Joyce Woolman's The Newport Group Experience 2001 - 2004
Job Executive Administrative Assistant at Winter Park Health Foundation
Industry Health, Wellness and Fitness
Experience
Winter Park Health Foundation July 2007 - Present
CNL April 2004 - July 2007
The Newport Group 2001 - 2004
FC&PA 1992 - 1996
Hammond Electronics 1989 - 1991
Skills
Microsoft Office 2010, Adobe Acrobat, Administrative..., Outlook, Microsoft Office, Access, Microsoft Excel, Office 2010, Event Planning, Public Relations, Social Media Marketing, Public Speaking, PowerPoint, Community Outreach, Nonprofits, Office Management, Social Networking, Time Management, Microsoft Word, Data Entry, Customer Service, Leadership, Administration, Marketing, Telephone Skills, Facebook, Accounts Payable, Social Media, Entrepreneurship, Human Resources, Training, Team Building, Fundraising, Editing, Event Management, System Administration, Research, Budgets, Recruiting, QuickBooks, Office Administration, Confidentiality, Calendars, Newsletters, Microsoft Publisher, Administrative...
Education
Joliet Junior College 1987 — 1989
AA, Computer Science
Joliet West HS 1985 — 1987
Winter Park Health Foundation July 2007 - Present
CNL April 2004 - July 2007
The Newport Group 2001 - 2004
FC&PA 1992 - 1996
Hammond Electronics 1989 - 1991
Skills
Microsoft Office 2010, Adobe Acrobat, Administrative..., Outlook, Microsoft Office, Access, Microsoft Excel, Office 2010, Event Planning, Public Relations, Social Media Marketing, Public Speaking, PowerPoint, Community Outreach, Nonprofits, Office Management, Social Networking, Time Management, Microsoft Word, Data Entry, Customer Service, Leadership, Administration, Marketing, Telephone Skills, Facebook, Accounts Payable, Social Media, Entrepreneurship, Human Resources, Training, Team Building, Fundraising, Editing, Event Management, System Administration, Research, Budgets, Recruiting, QuickBooks, Office Administration, Confidentiality, Calendars, Newsletters, Microsoft Publisher, Administrative...
Education
Joliet Junior College 1987 — 1989
AA, Computer Science
Joliet West HS 1985 — 1987
Anne Boland Anne Boland's The Newport Group Experience April 2011 - Present
Job Complex Director of Administration at The Newport Group
Industry Hospitality
Experience
The Newport Group April 2011 - Present
Lir The Premium Irish Chocolates January 2000 - June 2010
Primark Stores Ltd April 1995 - December 1999
Skills
New Business Development, Brand Management, Marketing Communications, Retail, Account Management, Luxury, Real Estate, Hotel Management, Hotel Administration, Personnel Management, Hospitality Management, Research, Meeting Planning, Facebook, Market Research, Procurement Outsourcing, Purchasing Negotiation, Project Purchasing, Contract Negotiation, Management, Time Management, Operations Management, Hiring, Inventory Management, Forecasting, Process Improvement
Education
University College Dublin
Bachelor's degree
IIPMM Dublin - Ireland
Higher Certificate in Business Procurement
The Newport Group April 2011 - Present
Lir The Premium Irish Chocolates January 2000 - June 2010
Primark Stores Ltd April 1995 - December 1999
Skills
New Business Development, Brand Management, Marketing Communications, Retail, Account Management, Luxury, Real Estate, Hotel Management, Hotel Administration, Personnel Management, Hospitality Management, Research, Meeting Planning, Facebook, Market Research, Procurement Outsourcing, Purchasing Negotiation, Project Purchasing, Contract Negotiation, Management, Time Management, Operations Management, Hiring, Inventory Management, Forecasting, Process Improvement
Education
University College Dublin
Bachelor's degree
IIPMM Dublin - Ireland
Higher Certificate in Business Procurement
Karen Galloway's The Newport Group Experience March 2011 - Present
Job Client Relationship Manager at The Newport Group
Industry Financial Services
Experience
The Newport Group March 2011 - Present
Mezrah Consulting August 2009 - February 2011
MullinTBG August 2001 - August 2007
Woodbury Financial Services October 2000 - August 2001
Bank of America August 1996 - October 2000
Skills
FINRA Series 6, Executive Compensation, Client Relationship..., Series 63, Series 6, CRM, 401k, Executive Pay, Pensions, Financial Services, Retirement, Insurance, Employee Benefits, Investments, Retirement Planning, Finance, Management, Mutual Funds, Client Relations, Compensation, Executive Relationship, Leadership, Non-Qualified Deferred..., Sales
Education
Mercer University
The Newport Group March 2011 - Present
Mezrah Consulting August 2009 - February 2011
MullinTBG August 2001 - August 2007
Woodbury Financial Services October 2000 - August 2001
Bank of America August 1996 - October 2000
Skills
FINRA Series 6, Executive Compensation, Client Relationship..., Series 63, Series 6, CRM, 401k, Executive Pay, Pensions, Financial Services, Retirement, Insurance, Employee Benefits, Investments, Retirement Planning, Finance, Management, Mutual Funds, Client Relations, Compensation, Executive Relationship, Leadership, Non-Qualified Deferred..., Sales
Education
Mercer University
Jeanette Cox Jeanette Cox's The Newport Group Experience July 2007 - January 2008
Job CGCIO, Information Technology Director at Alliance Behavioral Healthcare
Industry Hospital & Health Care
Experience
Alliance Behavioral Healthcare July 2012 - Present
The Durham Center November 2009 - July 2012
Family Health International February 2009 - October 2009
The Durham Center February 2008 - February 2009
The Newport Group July 2007 - January 2008
UNC Charlotte - College of Computing and Informatics May 1999 - July 2007
Skills
Leadership, Project Management, IT Management, Strategic Planning, Process Improvement, Information Technology, Business Intelligence, Disaster Recovery, Budgets, Staff Development, Management, Telecommunications, Program Management, SharePoint, Information Security, Data Governance, Data Warehousing, Business Analysis, Cloud Computing, Team Leadership, Public Speaking, System Administration, Database Design, Database Development, Programming, Technology Integration, Databases, Software Documentation, Vendor Management, Team Building
Education
Tennessee State University 1991 — 1994
Bachelor of Science (B.S.), Computer Science
Alliance Behavioral Healthcare July 2012 - Present
The Durham Center November 2009 - July 2012
Family Health International February 2009 - October 2009
The Durham Center February 2008 - February 2009
The Newport Group July 2007 - January 2008
UNC Charlotte - College of Computing and Informatics May 1999 - July 2007
Skills
Leadership, Project Management, IT Management, Strategic Planning, Process Improvement, Information Technology, Business Intelligence, Disaster Recovery, Budgets, Staff Development, Management, Telecommunications, Program Management, SharePoint, Information Security, Data Governance, Data Warehousing, Business Analysis, Cloud Computing, Team Leadership, Public Speaking, System Administration, Database Design, Database Development, Programming, Technology Integration, Databases, Software Documentation, Vendor Management, Team Building
Education
Tennessee State University 1991 — 1994
Bachelor of Science (B.S.), Computer Science
Chris MacLellan, CFA Chris MacLellan, CFA's The Newport Group Experience November 2012 - Present
Job Investment Research Analyst at The Newport Group
Industry Financial Services
Experience
The Newport Group November 2012 - Present
The Newport Group September 2010 - November 2012
PCE Investment Bankers May 2010 - September 2010
Education
Rollins College - Crummer Graduate School of Business
MBA, Finance and Management
Ohio University
BS
The Newport Group November 2012 - Present
The Newport Group September 2010 - November 2012
PCE Investment Bankers May 2010 - September 2010
Education
Rollins College - Crummer Graduate School of Business
MBA, Finance and Management
Ohio University
BS
Lara Duncan's The Newport Group Experience June 2014 - August 2014
Job Financial Advisor (in training) at Waddell & Reed
Industry Financial Services
Experience
Waddell & Reed June 2015 - Present
The Newport Group June 2014 - August 2014
DePrince, Race & Zollo, Inc. June 2012 - August 2012
Rollins College June 2011 - September 2011
High Frequency Active Auroral Research Program (HAARP) July 2008 - August 2009
Skills
Research, PowerPoint, Social Networking, Customer Service, Microsoft Office, Microsoft Excel, Bloomberg Software, Microsoft Word, Financial Analysis, Economics, Market Research, Facebook, Teamwork, Marketing, Data Analysis
Education
Rollins College
International Affairs
Winter Park High School 2004 — 2008
International Baccalaureate Diploma
Waddell & Reed June 2015 - Present
The Newport Group June 2014 - August 2014
DePrince, Race & Zollo, Inc. June 2012 - August 2012
Rollins College June 2011 - September 2011
High Frequency Active Auroral Research Program (HAARP) July 2008 - August 2009
Skills
Research, PowerPoint, Social Networking, Customer Service, Microsoft Office, Microsoft Excel, Bloomberg Software, Microsoft Word, Financial Analysis, Economics, Market Research, Facebook, Teamwork, Marketing, Data Analysis
Education
Rollins College
International Affairs
Winter Park High School 2004 — 2008
International Baccalaureate Diploma
Jennie Rosal Jennie Rosal's The Newport Group Experience 2006 - 2008
Job Talent Acquisitions Recruiter
Industry Financial Services
Experience
Encore Capital Group 2010 - 2010
The Newport Group 2006 - 2008
LPL Financial 2004 - 2006
Skills
Corporate Recruiting, Recruiting, Technical Recruiting, Talent Acquisition, Behavioral Interviewing, Competency Based..., Employment Law, Salary Negotiation, Interviews, Onboarding, Applicant Tracking..., Human Resources, HRIS, Employee Benefits, Executive Search, Sourcing, Full-life Cycle..., Negotiation, talent ac, Talent Management, Screening Resumes, Vendor Management, New Hire Orientations, resume writing, Ceridian, financial services..., real estate recruiting, Networking, Executive Coaching
Education
San Diego State University-California State University
Bachelor’s Degree, Management & Human Resources, Deans List (Top 10%)
Encore Capital Group 2010 - 2010
The Newport Group 2006 - 2008
LPL Financial 2004 - 2006
Skills
Corporate Recruiting, Recruiting, Technical Recruiting, Talent Acquisition, Behavioral Interviewing, Competency Based..., Employment Law, Salary Negotiation, Interviews, Onboarding, Applicant Tracking..., Human Resources, HRIS, Employee Benefits, Executive Search, Sourcing, Full-life Cycle..., Negotiation, talent ac, Talent Management, Screening Resumes, Vendor Management, New Hire Orientations, resume writing, Ceridian, financial services..., real estate recruiting, Networking, Executive Coaching
Education
San Diego State University-California State University
Bachelor’s Degree, Management & Human Resources, Deans List (Top 10%)
Sam Robert Sam Robert's The Newport Group Experience May 2011 - Present
Job Senior Client Relationship Manager at The Newport Group
Industry Financial Services
Experience
The Newport Group May 2011 - Present
Clark Consulting December 2006 - April 2011
JPMorgan Chase & Co. June 2005 - December 2006
Wells Fargo October 2000 - August 2004
Skills
Series 7, Investments, Series 63, 401k, Retirement, Mutual Funds, Retirement Planning, Life Insurance, Insurance, Employee Benefits, Asset Allocation, Defined Benefit, Financial Services, Pensions, Non-Qualified Deferred...
Education
The University of Texas at Arlington - College of Business Administration 2002 — 2004
Bachelor's Degree, Business Finance
The Newport Group May 2011 - Present
Clark Consulting December 2006 - April 2011
JPMorgan Chase & Co. June 2005 - December 2006
Wells Fargo October 2000 - August 2004
Skills
Series 7, Investments, Series 63, 401k, Retirement, Mutual Funds, Retirement Planning, Life Insurance, Insurance, Employee Benefits, Asset Allocation, Defined Benefit, Financial Services, Pensions, Non-Qualified Deferred...
Education
The University of Texas at Arlington - College of Business Administration 2002 — 2004
Bachelor's Degree, Business Finance
Dawn (Rood) Sovel's The Newport Group Experience May 2013 - Present
Job Sr. Client Relationship Manager at The Newport Group
Industry Financial Services
Experience
The Newport Group May 2013 - Present
The Newport Group September 2008 - May 2013
The Newport Group May 2006 - September 2008
Integra Benefits Consulting (formerly a division of Dixon Hughes, PLLC) May 2004 - May 2006
Integra Benefits Consulting (formerly a division of Dixon Hughes, PLLC) April 2000 - May 2004
Vaughan & Associates August 1998 - April 2000
Skills
CRM, 409A, 401k, Defined Contribution, ERISA, Retirement Planning, Grant Writing, Investments, Relationship Management, Management, Finance, Pensions, Networking, Process Improvement, Insurance, Relationship Building, Employee Benefits, Leadership, Sales, Retirement, Financial Planning, Benefits Administration
Education
Rollins College - Crummer Graduate School of Business 2014 — 2014
Achieved Certification in Grant Writing
University of West Florida 1995 — 1998
Bachelor's Degree, Accounting
Pensacola Christian College 1993 — 1995
Accounting
The Newport Group May 2013 - Present
The Newport Group September 2008 - May 2013
The Newport Group May 2006 - September 2008
Integra Benefits Consulting (formerly a division of Dixon Hughes, PLLC) May 2004 - May 2006
Integra Benefits Consulting (formerly a division of Dixon Hughes, PLLC) April 2000 - May 2004
Vaughan & Associates August 1998 - April 2000
Skills
CRM, 409A, 401k, Defined Contribution, ERISA, Retirement Planning, Grant Writing, Investments, Relationship Management, Management, Finance, Pensions, Networking, Process Improvement, Insurance, Relationship Building, Employee Benefits, Leadership, Sales, Retirement, Financial Planning, Benefits Administration
Education
Rollins College - Crummer Graduate School of Business 2014 — 2014
Achieved Certification in Grant Writing
University of West Florida 1995 — 1998
Bachelor's Degree, Accounting
Pensacola Christian College 1993 — 1995
Accounting
Alex Gombos (760) 274-1710's The Newport Group Experience 2014 - Present
Job Lead Executive Recruiter Life Sciences, Medical Affairs
Industry Staffing and Recruiting
Experience
The Newport Group 2014 - Present
Ashford University 2012 - 2014
Armstrong McCall 2005 - 2012
Skills
Customer Service, Management, Leadership, Sales, Time Management, Strategy, Student Financial Aid, Customer Retention, Microsoft Office, Team Building, Academic Advising, Conflict Resolution, Emotional Intelligence, Cultural Diversity, Adult Education, Distance Learning, Recruiting, Human Resources, Sales Management, Critical Thinking, Student Affairs, Student Counseling, Standards Compliance, Leadership Development, Career Development, Multicultural..., Interpersonal..., Career Counseling, E-Learning, Delegation, Account Management, Organizational Learning, Intercultural..., Conflict Management, Situational Leadership, Coaching, Financial Analysis, Diversity Training, Needs Analysis, Interviews, Executive Search, Organizational..., Job Coaching, Organizational..., Hiring, Professional..., Organizational Culture, Life Science Industry, Biotechnology Industry, Pharmaceutical Industry
Education
San Diego Mesa College
Associate's degree, Transfer Studies
San Diego State University-California State University
Bachelor's degree, Interdisciplinary studies- focus in Africana Studies, Cultural Anthropology and Political Science
University of the Rockies
Master's degree, Organizational Leadership and Development, 3.87
The Newport Group 2014 - Present
Ashford University 2012 - 2014
Armstrong McCall 2005 - 2012
Skills
Customer Service, Management, Leadership, Sales, Time Management, Strategy, Student Financial Aid, Customer Retention, Microsoft Office, Team Building, Academic Advising, Conflict Resolution, Emotional Intelligence, Cultural Diversity, Adult Education, Distance Learning, Recruiting, Human Resources, Sales Management, Critical Thinking, Student Affairs, Student Counseling, Standards Compliance, Leadership Development, Career Development, Multicultural..., Interpersonal..., Career Counseling, E-Learning, Delegation, Account Management, Organizational Learning, Intercultural..., Conflict Management, Situational Leadership, Coaching, Financial Analysis, Diversity Training, Needs Analysis, Interviews, Executive Search, Organizational..., Job Coaching, Organizational..., Hiring, Professional..., Organizational Culture, Life Science Industry, Biotechnology Industry, Pharmaceutical Industry
Education
San Diego Mesa College
Associate's degree, Transfer Studies
San Diego State University-California State University
Bachelor's degree, Interdisciplinary studies- focus in Africana Studies, Cultural Anthropology and Political Science
University of the Rockies
Master's degree, Organizational Leadership and Development, 3.87
Natalie Kennard's The Newport Group Experience June 2007 - August 2010
Job Finance and Budget at EmbryRiddle
Industry Higher Education
Experience
Embry-Riddle Aeronautical University September 2015 - Present
TopBuild (Spinoff of Masco Companies) July 2015 - August 2015
Masco Contractor Services December 2013 - August 2015
Masco Contractor Services October 2012 - December 2013
Brown & Brown October 2010 - October 2012
The Newport Group June 2007 - August 2010
Skills
Financial Analysis, Investments, Strategic Financial..., 401k, Financial Modeling, Series 7, Series 63, Retirement Planning, Portfolio Management, Mutual Funds, Retirement, Financial Reporting, Account Reconciliation, Forecasting, Finance, Corporate Finance, Accounting, Internal Controls, Analysis, Internal Audit, Investment Advisory, Financial Planning
Education
University of Florida - Warrington College Of Business 2009 — 2010
MBA
Stetson University 2005 — 2007
Bachelor of Business Administration, Finance, 3.91
Embry-Riddle Aeronautical University September 2015 - Present
TopBuild (Spinoff of Masco Companies) July 2015 - August 2015
Masco Contractor Services December 2013 - August 2015
Masco Contractor Services October 2012 - December 2013
Brown & Brown October 2010 - October 2012
The Newport Group June 2007 - August 2010
Skills
Financial Analysis, Investments, Strategic Financial..., 401k, Financial Modeling, Series 7, Series 63, Retirement Planning, Portfolio Management, Mutual Funds, Retirement, Financial Reporting, Account Reconciliation, Forecasting, Finance, Corporate Finance, Accounting, Internal Controls, Analysis, Internal Audit, Investment Advisory, Financial Planning
Education
University of Florida - Warrington College Of Business 2009 — 2010
MBA
Stetson University 2005 — 2007
Bachelor of Business Administration, Finance, 3.91
Jonathan Figg's The Newport Group Experience June 2005 - April 2007
Job Senior Manager, Advisory National Pursuit Team
Industry Motion Pictures and Film
Experience
Accenture July 2014 - December 2014
Deloitte June 2009 - July 2014
MullinTBG May 2007 - June 2009
Reachfar Films December 2000 - June 2007
The Newport Group June 2005 - April 2007
The Institute of Internal Auditors November 1997 - November 2000
Skills
Marketing Communications, Research, Marketing, Editing, PowerPoint, Project Management, Outlook, Microsoft Office, Marketing Strategy, Microsoft Excel, Film Production, Feature Films, Film Festivals, Avid, Post Production, Producing, Writing, Creative Writing, Proposal Writing, News Writing, Strategic Planning, Program Management, Market Research, Strategy, Newsletters, Press Releases, Management
Education
Rollins College 1993 — 1997
Honors Program - B.A., English, Magna Cum Laude
Accenture July 2014 - December 2014
Deloitte June 2009 - July 2014
MullinTBG May 2007 - June 2009
Reachfar Films December 2000 - June 2007
The Newport Group June 2005 - April 2007
The Institute of Internal Auditors November 1997 - November 2000
Skills
Marketing Communications, Research, Marketing, Editing, PowerPoint, Project Management, Outlook, Microsoft Office, Marketing Strategy, Microsoft Excel, Film Production, Feature Films, Film Festivals, Avid, Post Production, Producing, Writing, Creative Writing, Proposal Writing, News Writing, Strategic Planning, Program Management, Market Research, Strategy, Newsletters, Press Releases, Management
Education
Rollins College 1993 — 1997
Honors Program - B.A., English, Magna Cum Laude
Samantha Dennis Samantha Dennis's The Newport Group Experience December 2013 - Present
Job Experienced Finance Professional
Industry Accounting
Experience
The Newport Group December 2013 - Present
NOVUS MEDIA INC March 2004 - August 2013
EDINA REALITY TITLE July 2003 - March 2004
HELZBERG DIAMOND December 1999 - July 2003
Skills
Account Reconciliation, Accounts Payable, Accounting, Accounts Receivable, Financial Statements, Payroll, Journal Entries, Customer Service, Budgets, Human Resources, Auditing, Analytics, ADP Payroll, Microsoft Excel, General Ledger, Employee Benefits, Financial Analysis, Finance, Analysis
Education
Stark State College of Technology 1998 — 1999
Bookkeeping Certificate, Accounting and Finance
The Newport Group December 2013 - Present
NOVUS MEDIA INC March 2004 - August 2013
EDINA REALITY TITLE July 2003 - March 2004
HELZBERG DIAMOND December 1999 - July 2003
Skills
Account Reconciliation, Accounts Payable, Accounting, Accounts Receivable, Financial Statements, Payroll, Journal Entries, Customer Service, Budgets, Human Resources, Auditing, Analytics, ADP Payroll, Microsoft Excel, General Ledger, Employee Benefits, Financial Analysis, Finance, Analysis
Education
Stark State College of Technology 1998 — 1999
Bookkeeping Certificate, Accounting and Finance
J.R. Weston's The Newport Group Experience June 2013 - March 2014
Job Equity Research Associate at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. June 2014 - Present
The Newport Group June 2013 - March 2014
Ohio Association of Public School Employees June 2012 - August 2012
Roland George Investment Program August 2011 - May 2012
Strategies Unlimited June 2009 - August 2009
Stetson Men's Basketball June 2009 - June 2009
Skills
Leadership, Equities, Microsoft Office, Bloomberg Terminal, Teamwork, Morningstar Direct, Facebook, Twitter, LinkedIn, Microsoft Excel, Microsoft Word, Valuation, Data Analysis, Financial Analysis, Investments, PowerPoint, Management, Fixed Income, Analysis, Oil
Education
Stetson University 2012 — 2014
Master's degree, Accounting, 4.0
Stetson University 2008 — 2011
Bachelor of Business Administration (B.B.A.), Finance, 3.981
Raymond James Financial Inc. June 2014 - Present
The Newport Group June 2013 - March 2014
Ohio Association of Public School Employees June 2012 - August 2012
Roland George Investment Program August 2011 - May 2012
Strategies Unlimited June 2009 - August 2009
Stetson Men's Basketball June 2009 - June 2009
Skills
Leadership, Equities, Microsoft Office, Bloomberg Terminal, Teamwork, Morningstar Direct, Facebook, Twitter, LinkedIn, Microsoft Excel, Microsoft Word, Valuation, Data Analysis, Financial Analysis, Investments, PowerPoint, Management, Fixed Income, Analysis, Oil
Education
Stetson University 2012 — 2014
Master's degree, Accounting, 4.0
Stetson University 2008 — 2011
Bachelor of Business Administration (B.B.A.), Finance, 3.981
Bridget Elliott's The Newport Group Experience August 2005 - Present
Job Staff Accountant at The Newport Group
Industry Accounting
Experience
The Newport Group August 2005 - Present
St. Bonaventure University August 2002 - May 2005
NBT Bank December 2003 - August 2004
Education
Saint Bonaventure University 2000 — 2005
BBA/MBA, Accounting/Finance, International Business
The Newport Group August 2005 - Present
St. Bonaventure University August 2002 - May 2005
NBT Bank December 2003 - August 2004
Education
Saint Bonaventure University 2000 — 2005
BBA/MBA, Accounting/Finance, International Business
Michael D. Lee's The Newport Group Experience January 2014 - May 2014
Job Experienced Executive Benefit/Insurance Consultant
Industry Insurance
Experience
MullinTBG, a Prudential Financial company June 2014 - December 2014
The Newport Group January 2014 - May 2014
Rockville Consulting Group August 2010 - January 2014
American Financial Systems, Inc. August 2010 - December 2013
Capitas Financial, LLC May 2007 - June 2009
Westport Worldwide, LLC May 2004 - April 2006
Sun Life Financial Services of Canada, Inc August 1995 - April 2004
Skills
Estate Planning, Insurance, Annuities, Employee Benefits, Executive Compensation, 401k, Business Planning, Deferred Compensation, Defined Benefit, Disability Insurance, Executive Pay, Finance, Financial Advisory, Financial Markets, Fixed Annuities, Health Insurance, Investments, Life Insurance, Long-term Care, Management, Mutual Funds, Retirement, Retirement Planning, Risk Management, Term Life Insurance, Financial Services
Education
Massachusetts College of Liberal Arts 1991 — 1995
Bachelor of Science, Business Administration
Life Management Institute
Associate, Reinsurance Administration (ARA)
Life Management Institute
Associate, Customer Service Administration (ACS)
MullinTBG, a Prudential Financial company June 2014 - December 2014
The Newport Group January 2014 - May 2014
Rockville Consulting Group August 2010 - January 2014
American Financial Systems, Inc. August 2010 - December 2013
Capitas Financial, LLC May 2007 - June 2009
Westport Worldwide, LLC May 2004 - April 2006
Sun Life Financial Services of Canada, Inc August 1995 - April 2004
Skills
Estate Planning, Insurance, Annuities, Employee Benefits, Executive Compensation, 401k, Business Planning, Deferred Compensation, Defined Benefit, Disability Insurance, Executive Pay, Finance, Financial Advisory, Financial Markets, Fixed Annuities, Health Insurance, Investments, Life Insurance, Long-term Care, Management, Mutual Funds, Retirement, Retirement Planning, Risk Management, Term Life Insurance, Financial Services
Education
Massachusetts College of Liberal Arts 1991 — 1995
Bachelor of Science, Business Administration
Life Management Institute
Associate, Reinsurance Administration (ARA)
Life Management Institute
Associate, Customer Service Administration (ACS)
Sandy Jamison Sandy Jamison's The Newport Group Experience April 2015 - Present
Job Retirement Plan Professional
Industry Investment Management
Experience
The Newport Group April 2015 - Present
T. Rowe Price October 2011 - February 2014
T. Rowe Price May 2011 - September 2011
T. Rowe Price February 2000 - April 2011
T. Rowe Price April 1997 - February 2000
Skills
Retirement, 401k, ERISA, Finance, Investments, Mutual Funds, Retirement Planning, Relationship Management, Financial Services
Education
Strayer University 2010 — 2013
Master of Business Administration (M.B.A.), Human Resources Management and Services, 3.85
Morgan State University 1986 — 1990
Bachelor of Business Administration (B.B.A.), Finance, 3.8
The Newport Group April 2015 - Present
T. Rowe Price October 2011 - February 2014
T. Rowe Price May 2011 - September 2011
T. Rowe Price February 2000 - April 2011
T. Rowe Price April 1997 - February 2000
Skills
Retirement, 401k, ERISA, Finance, Investments, Mutual Funds, Retirement Planning, Relationship Management, Financial Services
Education
Strayer University 2010 — 2013
Master of Business Administration (M.B.A.), Human Resources Management and Services, 3.85
Morgan State University 1986 — 1990
Bachelor of Business Administration (B.B.A.), Finance, 3.8
Karissa Pierson's The Newport Group Experience June 2013 - Present
Job Investment Analyst at The Newport Group
Industry Financial Services
Experience
The Newport Group June 2013 - Present
Gold's Gym October 2012 - Present
The Newport Group May 2009 - Present
Ray Coudriet Builder, Inc. July 2001 - May 2009
Skills
401k, Asset Allocation, Mutual Funds, Series 63, Investments, Executive Pay, Retirement, Retirement Planning, Insurance, Personal Training, Deferred Compensation, Fitness, Series 7, Analysis, Customer Service, Management, Microsoft Excel, Employee Benefits, Financial Analysis
Education
University of Central Florida 2007 — 2010
Bachelors, FINANCE
The Newport Group June 2013 - Present
Gold's Gym October 2012 - Present
The Newport Group May 2009 - Present
Ray Coudriet Builder, Inc. July 2001 - May 2009
Skills
401k, Asset Allocation, Mutual Funds, Series 63, Investments, Executive Pay, Retirement, Retirement Planning, Insurance, Personal Training, Deferred Compensation, Fitness, Series 7, Analysis, Customer Service, Management, Microsoft Excel, Employee Benefits, Financial Analysis
Education
University of Central Florida 2007 — 2010
Bachelors, FINANCE
Kevin McCombs Kevin McCombs's The Newport Group Experience February 2011 - Present
Job Vice President, Client Relationship Management
Industry Financial Services
Experience
The Newport Group February 2011 - Present
Clark Consulting (a Transamerica company) June 1997 - February 2011
Education
Texas Tech University - Rawls College of Business 1993 — 1997
BBA, Finance
The Newport Group February 2011 - Present
Clark Consulting (a Transamerica company) June 1997 - February 2011
Education
Texas Tech University - Rawls College of Business 1993 — 1997
BBA, Finance
Bryan Hunt's The Newport Group Experience 2002 - 2004
Job Consultant at Heartland
Industry Human Resources
Experience
Heartland Ovation Payroll June 2015 - Present
Paychex 2010 - May 2015
Cammack LaRhette Consulting March 2009 - July 2010
ING October 2006 - 2009
Clark Consulting 2004 - 2006
The Newport Group 2002 - 2004
Wells Fargo 2000 - 2002
Morgan Stanley 1997 - 2000
ADP 1991 - 1997
Shearson Lehman Brothers 1986 - 1991
Skills
Closing, Road Warrior, Consulting, Business Development, HR Consulting, Direct Marketing, Cold Calling, Copywriting, Copy Editing, Direct Mail, ESOP, Employee Benefits, Marketing Strategy, Marine Corps, Email Marketing, Employee Engagement, Increasing ROI, Sales Management, Sales, Selling, Management, HRIS, Human Resources, Leadership, Training, Marketing, Account Management, Salesforce.com, Sales Process
Education
Cardinal Gibbons High School Ft. Lauderdale, FL
Jacksonville University
Heartland Ovation Payroll June 2015 - Present
Paychex 2010 - May 2015
Cammack LaRhette Consulting March 2009 - July 2010
ING October 2006 - 2009
Clark Consulting 2004 - 2006
The Newport Group 2002 - 2004
Wells Fargo 2000 - 2002
Morgan Stanley 1997 - 2000
ADP 1991 - 1997
Shearson Lehman Brothers 1986 - 1991
Skills
Closing, Road Warrior, Consulting, Business Development, HR Consulting, Direct Marketing, Cold Calling, Copywriting, Copy Editing, Direct Mail, ESOP, Employee Benefits, Marketing Strategy, Marine Corps, Email Marketing, Employee Engagement, Increasing ROI, Sales Management, Sales, Selling, Management, HRIS, Human Resources, Leadership, Training, Marketing, Account Management, Salesforce.com, Sales Process
Education
Cardinal Gibbons High School Ft. Lauderdale, FL
Jacksonville University
David Ariniello David Ariniello's The Newport Group Experience January 2008 - April 2010
Job Operations Service Desk Specialist at Ball Aerospace
Industry Information Technology and Services
Experience
Ball Aerospace May 2011 - Present
Genesis Group Consulting December 2010 - May 2011
The Newport Group January 2008 - April 2010
The Newport Group April 2007 - December 2007
Apex Systems September 2006 - March 2007
Stiles Corporation April 2004 - June 2006
Gulf Components, Inc. 1997 - 2004
Resort Computer Corporation 1993 - 1996
ADK Pressure Equipment Corp. 1989 - 1992
Skills
Wireless, Windows 7, Active Directory, SharePoint, Windows Server, Help Desk Support, Troubleshooting, XP, Windows, Network Administration, Software Documentation, Norton Ghost
Education
Regis University 1985 — 1989
BS, Business Administration
Regis Jesuit High School 1982 — 1985
Diploma, College Prep
Ball Aerospace May 2011 - Present
Genesis Group Consulting December 2010 - May 2011
The Newport Group January 2008 - April 2010
The Newport Group April 2007 - December 2007
Apex Systems September 2006 - March 2007
Stiles Corporation April 2004 - June 2006
Gulf Components, Inc. 1997 - 2004
Resort Computer Corporation 1993 - 1996
ADK Pressure Equipment Corp. 1989 - 1992
Skills
Wireless, Windows 7, Active Directory, SharePoint, Windows Server, Help Desk Support, Troubleshooting, XP, Windows, Network Administration, Software Documentation, Norton Ghost
Education
Regis University 1985 — 1989
BS, Business Administration
Regis Jesuit High School 1982 — 1985
Diploma, College Prep
Kristy Swegheimer, SPHR's The Newport Group Experience June 2006 - Present
Job Manager, Human Resources at The Newport Group
Industry Financial Services
Experience
The Newport Group June 2006 - Present
Advantage Services Group March 2004 - June 2006
Talent Tree March 2002 - March 2004
Skills
Ultipro, Human Resources, Employee Relations, Recruiting, Employee Benefits, Performance Management, New Hire Orientations, Employment Law, Benefits Administration, Multi-state Payroll..., Team Building, Talent Acquisition, Deferred Compensation, Compensation Design &..., Leadership and team..., Management, Training, CRM, 401k, Microsoft Excel, Executive Search, Career Development, Ceridian Payroll System, ADP ReportSmith, ADP Payroll, Leadership, HRIS, Payroll, Personnel Management, Job Descriptions
Education
University of Central Florida
Human Resources Certification, Human Resources Management and Services
The Newport Group June 2006 - Present
Advantage Services Group March 2004 - June 2006
Talent Tree March 2002 - March 2004
Skills
Ultipro, Human Resources, Employee Relations, Recruiting, Employee Benefits, Performance Management, New Hire Orientations, Employment Law, Benefits Administration, Multi-state Payroll..., Team Building, Talent Acquisition, Deferred Compensation, Compensation Design &..., Leadership and team..., Management, Training, CRM, 401k, Microsoft Excel, Executive Search, Career Development, Ceridian Payroll System, ADP ReportSmith, ADP Payroll, Leadership, HRIS, Payroll, Personnel Management, Job Descriptions
Education
University of Central Florida
Human Resources Certification, Human Resources Management and Services
Asad Merchant, CPA Asad Merchant, CPA's The Newport Group Experience November 2011 - July 2013
Job Senior Accountant at Wyndham Vacation Ownership
Industry Accounting
Experience
Wyndham Vacation Ownership June 2015 - Present
Verizon August 2014 - June 2015
Verizon August 2013 - August 2014
The Newport Group November 2011 - July 2013
Pennock Company June 2010 - November 2011
Red Roof Inns, Inc July 2004 - June 2010
Student Accounting Society April 2009 - May 2010
Internal Revenue Service January 2010 - April 2010
United Cerebral Palsy of Central Florida August 2008 - December 2008
Florida Hospital July 2005 - March 2006
Skills
Accounts Payable, Accounting, QuickBooks, Microsoft Word, Accounts Receivable, Microsoft Excel, COLI, Mutual Funds, FICA, Community Outreach, Bookkeeping, Tax Preparation, Tax Accounting, Microsoft Office, Payroll, Customer Service, Finance, Financial Statements, General Ledger
Education
University of Central Florida 2011 — 2015
Master of Science, Accounting
University of Central Florida 2008 — 2010
BSBA, Accounting
University of California, Irvine 2000 — 2004
Bachelor of Science, Biological Sciences
Woodbridge High School 1998 — 2000
Al-Murtaza School 1988 — 1998
Wyndham Vacation Ownership June 2015 - Present
Verizon August 2014 - June 2015
Verizon August 2013 - August 2014
The Newport Group November 2011 - July 2013
Pennock Company June 2010 - November 2011
Red Roof Inns, Inc July 2004 - June 2010
Student Accounting Society April 2009 - May 2010
Internal Revenue Service January 2010 - April 2010
United Cerebral Palsy of Central Florida August 2008 - December 2008
Florida Hospital July 2005 - March 2006
Skills
Accounts Payable, Accounting, QuickBooks, Microsoft Word, Accounts Receivable, Microsoft Excel, COLI, Mutual Funds, FICA, Community Outreach, Bookkeeping, Tax Preparation, Tax Accounting, Microsoft Office, Payroll, Customer Service, Finance, Financial Statements, General Ledger
Education
University of Central Florida 2011 — 2015
Master of Science, Accounting
University of Central Florida 2008 — 2010
BSBA, Accounting
University of California, Irvine 2000 — 2004
Bachelor of Science, Biological Sciences
Woodbridge High School 1998 — 2000
Al-Murtaza School 1988 — 1998
Donald Lamb Donald Lamb's The Newport Group Experience November 2013 - Present
Job Retirement Plan Trade Analyst
Industry Financial Services
Experience
The Newport Group November 2013 - Present
The Newport Group January 2013 - November 2013
The Newport Group January 2000 - May 2010
Danka Office Imaging September 1998 - January 2000
Raymond James Financial Inc. September 1995 - August 1998
Skills
Account Reconciliation, Accounting, Employee Benefits, Securities, Finance, 401k, Retirement, Accounts Payable, QuickBooks, Spreadsheets, General Ledger, Financial Services, Access, Outlook, Mutual Funds, Pensions, Legal Research, Legal Writing, Westlaw, Lexus Nexus, Case Studies
Education
Keiser University-Ft Lauderdale 2010 — 2012
Associate of Arts (AA), Paralegal Studies, 3.88
Newark Valley High School
The Newport Group November 2013 - Present
The Newport Group January 2013 - November 2013
The Newport Group January 2000 - May 2010
Danka Office Imaging September 1998 - January 2000
Raymond James Financial Inc. September 1995 - August 1998
Skills
Account Reconciliation, Accounting, Employee Benefits, Securities, Finance, 401k, Retirement, Accounts Payable, QuickBooks, Spreadsheets, General Ledger, Financial Services, Access, Outlook, Mutual Funds, Pensions, Legal Research, Legal Writing, Westlaw, Lexus Nexus, Case Studies
Education
Keiser University-Ft Lauderdale 2010 — 2012
Associate of Arts (AA), Paralegal Studies, 3.88
Newark Valley High School
James Tomblin James Tomblin's The Newport Group Experience June 2014 - August 2014
Job Contributor at WKNC 88.1 FM
Industry
Experience
WKNC 88.1 FM September 2011 - September 2014
The Newport Group June 2014 - August 2014
Entercom May 2013 - June 2013
Skills
Interviews, Broadcast, Microsoft Office, Customer Service, Event Planning, Social Networking
Education
North Carolina State University 2010 — 2015
Bachelor of Business Administration (BBA)
WKNC 88.1 FM September 2011 - September 2014
The Newport Group June 2014 - August 2014
Entercom May 2013 - June 2013
Skills
Interviews, Broadcast, Microsoft Office, Customer Service, Event Planning, Social Networking
Education
North Carolina State University 2010 — 2015
Bachelor of Business Administration (BBA)
Delia Helfer Delia Helfer's The Newport Group Experience April 2011 - January 2015
Job Business Systems Consultant at Wells Fargo
Industry Computer Software
Experience
Wells Fargo August 2015 - Present
TIAA-CREF January 2015 - July 2015
The Newport Group April 2011 - January 2015
The Newport Group November 2011 - December 2014
Independent April 2010 - April 2011
TekMark Global Solutions October 2007 - April 2010
SunGard 2006 - October 2007
Pyramid Digital Solutions LLC 2005 - 2006
TradeStation 1995 - 2001
Omega Research 1995 - 2001
Skills
SDLC, Program Management, Requirements Gathering, Business Process..., Agile Methodologies, Testing, Process Improvement, Business Requirements, Quality Assurance, Solution Architecture, Project Management
Education
Miami Dade College 1993 — 1995
Associates of Science, Computer Science
Wells Fargo August 2015 - Present
TIAA-CREF January 2015 - July 2015
The Newport Group April 2011 - January 2015
The Newport Group November 2011 - December 2014
Independent April 2010 - April 2011
TekMark Global Solutions October 2007 - April 2010
SunGard 2006 - October 2007
Pyramid Digital Solutions LLC 2005 - 2006
TradeStation 1995 - 2001
Omega Research 1995 - 2001
Skills
SDLC, Program Management, Requirements Gathering, Business Process..., Agile Methodologies, Testing, Process Improvement, Business Requirements, Quality Assurance, Solution Architecture, Project Management
Education
Miami Dade College 1993 — 1995
Associates of Science, Computer Science
Bob Koenig Bob Koenig's The Newport Group Experience February 2008 - Present
Job Director, Quality Assurance, Business Systems Engineering at The Newport Group
Industry Information Technology and Services
Experience
The Newport Group February 2008 - Present
HSBC February 2002 - February 2008
Questcon Technologies August 1999 - January 2002
AT&T May 1996 - August 1999
NCR Federal Systems March 1992 - May 1996
Robert Bosch Corporation June 1986 - August 1989
Skills
Quality Center, Testing, Quality Assurance, Test Management, Regression Testing, QTP, LoadRunner, Performance Testing, SQL, SDLC, Process Improvement, WinRunner, Unix Shell Scripting, Quality Management, Software Project..., MySQL, User Acceptance Testing, Performance Center, Business Process..., Waterfall, Release Management, Software Quality..., Test Planning, Test Automation, PL/SQL, Requirements Gathering, SharePoint, Shell Scripting, Microsoft SQL Server, HP Quality Center, Visio, Requirements Analysis, Team Leadership
Education
University of South Carolina-Columbia 1990 — 1991
B.S., Mechanical Engineering
Massachusetts Institute of Technology 1981 — 1986
Mechani
The Newport Group February 2008 - Present
HSBC February 2002 - February 2008
Questcon Technologies August 1999 - January 2002
AT&T May 1996 - August 1999
NCR Federal Systems March 1992 - May 1996
Robert Bosch Corporation June 1986 - August 1989
Skills
Quality Center, Testing, Quality Assurance, Test Management, Regression Testing, QTP, LoadRunner, Performance Testing, SQL, SDLC, Process Improvement, WinRunner, Unix Shell Scripting, Quality Management, Software Project..., MySQL, User Acceptance Testing, Performance Center, Business Process..., Waterfall, Release Management, Software Quality..., Test Planning, Test Automation, PL/SQL, Requirements Gathering, SharePoint, Shell Scripting, Microsoft SQL Server, HP Quality Center, Visio, Requirements Analysis, Team Leadership
Education
University of South Carolina-Columbia 1990 — 1991
B.S., Mechanical Engineering
Massachusetts Institute of Technology 1981 — 1986
Mechani
Richard Mangal Richard Mangal's The Newport Group Experience September 2002 - Present
Job Compliance Specialist at The Newport Group
Industry Financial Services
Experience
The Newport Group September 2002 - Present
Skills
Finance, Financial Services, Financial Analysis
Education
St. John's University 1997 — 2001
Bachelor’s Degree, Accounting
The Newport Group September 2002 - Present
Skills
Finance, Financial Services, Financial Analysis
Education
St. John's University 1997 — 2001
Bachelor’s Degree, Accounting
Ken Goodall's The Newport Group Experience 2003 - 2011
Job Chief Compliance Officer
Industry Financial Services
Experience
Guardian Life Insurance Company of America/Park Avenue Securities LLC 2014 - Present
AIG Advisor Group 2013 - 2014
Bessemer Trust 2011 - 2013
The Newport Group 2003 - 2011
Van Kampen Investments/Morgan Stanley Investment Management 2000 - 2003
Investors Financial Group 1997 - 2000
Skills
Risk Management, Investment Management, Corporate Governance, Mergers & Acquisitions, Financial Services, Mutual Funds, Banking, FINRA, Internal Audit, Enterprise Risk..., Securities, Asset Management, Hedge Funds, Equities, AML, Investments, Due Diligence, Alternative Investments, Mergers, Fixed Income, Investment Banking, Investment Advisory, Insurance, Series 63, Derivatives, Series 24, Asset Allocation, Portfolio Management, KYC, Wealth Management, Capital Markets, Series 7, Securities Regulation, Financial Risk, Trading, Private Equity, Operational Risk, Financial Markets, Management, Finance
Education
Loyola University New Orleans School of Law 1990 — 1993
JD
University of Florida
Guardian Life Insurance Company of America/Park Avenue Securities LLC 2014 - Present
AIG Advisor Group 2013 - 2014
Bessemer Trust 2011 - 2013
The Newport Group 2003 - 2011
Van Kampen Investments/Morgan Stanley Investment Management 2000 - 2003
Investors Financial Group 1997 - 2000
Skills
Risk Management, Investment Management, Corporate Governance, Mergers & Acquisitions, Financial Services, Mutual Funds, Banking, FINRA, Internal Audit, Enterprise Risk..., Securities, Asset Management, Hedge Funds, Equities, AML, Investments, Due Diligence, Alternative Investments, Mergers, Fixed Income, Investment Banking, Investment Advisory, Insurance, Series 63, Derivatives, Series 24, Asset Allocation, Portfolio Management, KYC, Wealth Management, Capital Markets, Series 7, Securities Regulation, Financial Risk, Trading, Private Equity, Operational Risk, Financial Markets, Management, Finance
Education
Loyola University New Orleans School of Law 1990 — 1993
JD
University of Florida
Tom Hinsch's The Newport Group Experience June 2011 - Present
Job
Industry Financial Services
Experience
The Newport Group June 2011 - Present
The Newport Group October 2009 - July 2011
The Newport Group October 2004 - October 2009
Geller Group Ltd 2003 - 2004
CBIZ Retirement Services 1994 - 2003
Skills
401k, Retirement, Management, Mutual Funds, Financial Services, Investments, Series 63, Pensions, Process Improvement, Defined Benefit, Employee Benefits, Project Management, Mergers & Acquisitions, Business Process, ERISA, Retirement Services, Asset Allocation, Strategic Planning, Series 6, Product Management
Education
Stony Brook University 1991 — 1992
MS, Applied Mathematics
State University of New York College at Plattsburgh 1986 — 1990
BA, Mathematics
The Newport Group June 2011 - Present
The Newport Group October 2009 - July 2011
The Newport Group October 2004 - October 2009
Geller Group Ltd 2003 - 2004
CBIZ Retirement Services 1994 - 2003
Skills
401k, Retirement, Management, Mutual Funds, Financial Services, Investments, Series 63, Pensions, Process Improvement, Defined Benefit, Employee Benefits, Project Management, Mergers & Acquisitions, Business Process, ERISA, Retirement Services, Asset Allocation, Strategic Planning, Series 6, Product Management
Education
Stony Brook University 1991 — 1992
MS, Applied Mathematics
State University of New York College at Plattsburgh 1986 — 1990
BA, Mathematics
Chris Lorino's The Newport Group Experience July 2010 - Present
Job Senior Client Relationship Manager at The Newport Group
Industry Financial Services
Experience
The Newport Group July 2010 - Present
Strategic Benefits Advisors, Inc. February 2007 - July 2010
Hewitt Associates 1990 - 2007
Northern Trust Retirement Consulting (acquired by Hewitt Associates) 1990 - 2007
Northern Trust Retirement Consulting 2000 - 2005
Hewitt/Northern Trust 1999 - 2003
Northern Trust Retirement Consulting (formerly Hazlehurst & Associates) 1996 - 2003
Skills
Sales Management, CRM, Microsoft Office, Business Analysis, Employee Benefits, Account Management, Process Improvement, Sales, Change Management, Call Centers
Education
University of Alabama 1985 — 1989
The Newport Group July 2010 - Present
Strategic Benefits Advisors, Inc. February 2007 - July 2010
Hewitt Associates 1990 - 2007
Northern Trust Retirement Consulting (acquired by Hewitt Associates) 1990 - 2007
Northern Trust Retirement Consulting 2000 - 2005
Hewitt/Northern Trust 1999 - 2003
Northern Trust Retirement Consulting (formerly Hazlehurst & Associates) 1996 - 2003
Skills
Sales Management, CRM, Microsoft Office, Business Analysis, Employee Benefits, Account Management, Process Improvement, Sales, Change Management, Call Centers
Education
University of Alabama 1985 — 1989
Mike Stancampiano, CPA, CFE's The Newport Group Experience November 2006 - June 2011
Job Manager, External Reporting & Technical Accounting at Quest Diagnostics
Industry Accounting
Experience
Quest Diagnostics January 2015 - Present
Quest Diagnostics June 2013 - December 2014
Quest Diagnostics June 2011 - June 2013
The Newport Group November 2006 - June 2011
KPMG July 2003 - December 2005
Skills
Financial Modeling, Accounting, Financial Reporting, Financial Analysis, Strategic Planning, Sarbanes-Oxley Act, Employee Benefits, Internal Controls, Microsoft Office, Microsoft Excel
Education
Lehigh University 1998 — 2003
Master of Science (MS), Accounting and Information Analysis
Quest Diagnostics January 2015 - Present
Quest Diagnostics June 2013 - December 2014
Quest Diagnostics June 2011 - June 2013
The Newport Group November 2006 - June 2011
KPMG July 2003 - December 2005
Skills
Financial Modeling, Accounting, Financial Reporting, Financial Analysis, Strategic Planning, Sarbanes-Oxley Act, Employee Benefits, Internal Controls, Microsoft Office, Microsoft Excel
Education
Lehigh University 1998 — 2003
Master of Science (MS), Accounting and Information Analysis
Cindy Adkins's The Newport Group Experience June 2009 - Present
Job Team Lead, Quality Assurance at The Newport Group
Industry Financial Services
Experience
The Newport Group June 2009 - Present
Skills
Business Analysis, CRM, Salesforce.com, Management, Testing, SDLC, Requirements Gathering, Visio, Requirements Analysis, SharePoint, Business Requirements, SQL, Quality Center, Process Improvement, Business Objects, Quality Assurance, Software Quality Control, QuickBooks, Microsoft Office, Corel Draw, HTML, Leadership, Technology, Analysis, Entrepreneurship, Start-up Organizations, Organization, User Acceptance Testing, Software Documentation
Education
Lindenwood University 2002 — 2004
MBA, Finance
Lindenwood University 1997 — 2000
BA, MIS
The Newport Group June 2009 - Present
Skills
Business Analysis, CRM, Salesforce.com, Management, Testing, SDLC, Requirements Gathering, Visio, Requirements Analysis, SharePoint, Business Requirements, SQL, Quality Center, Process Improvement, Business Objects, Quality Assurance, Software Quality Control, QuickBooks, Microsoft Office, Corel Draw, HTML, Leadership, Technology, Analysis, Entrepreneurship, Start-up Organizations, Organization, User Acceptance Testing, Software Documentation
Education
Lindenwood University 2002 — 2004
MBA, Finance
Lindenwood University 1997 — 2000
BA, MIS
Shelley Aguirre's The Newport Group Experience May 2011 - Present
Job Senior Client Relationship Manager at The Newport Group
Industry Financial Services
Experience
The Newport Group May 2011 - Present
Clark Consulting December 2005 - May 2011
Ameriprise Financial 2001 - 2005
Skills
401k, Employee Benefits, Executive Pay, Financial Services, Insurance, Retirement, Series 6, Series 63, Management, Life Insurance, Investments
Education
Texas A&M University 1997 — 2001
The Newport Group May 2011 - Present
Clark Consulting December 2005 - May 2011
Ameriprise Financial 2001 - 2005
Skills
401k, Employee Benefits, Executive Pay, Financial Services, Insurance, Retirement, Series 6, Series 63, Management, Life Insurance, Investments
Education
Texas A&M University 1997 — 2001
Erin Nelson's The Newport Group Experience April 2011 - Present
Job Director, Financial Services at The Newport Group
Industry Financial Services
Experience
The Newport Group April 2011 - Present
Clark Consulting an AEGON Company June 2008 - March 2011
Andesa Services October 2005 - June 2008
Clark Consulting 2002 - 2005
TD Ameritrade 1999 - 2001
Skills
Cross-functional Team..., Risk Management, Series 7, Business Analysis, Financial Services, Process Improvement, Employee Benefits, Relationship Management, Insurance, Life Insurance
Education
Texas A&M University 1995 — 1999
Bachelor of Business Administration (B.B.A.), Marketing
Westwood High School 1991 — 1995
The Newport Group April 2011 - Present
Clark Consulting an AEGON Company June 2008 - March 2011
Andesa Services October 2005 - June 2008
Clark Consulting 2002 - 2005
TD Ameritrade 1999 - 2001
Skills
Cross-functional Team..., Risk Management, Series 7, Business Analysis, Financial Services, Process Improvement, Employee Benefits, Relationship Management, Insurance, Life Insurance
Education
Texas A&M University 1995 — 1999
Bachelor of Business Administration (B.B.A.), Marketing
Westwood High School 1991 — 1995
David Gawne's The Newport Group Experience February 2004 - Present
Job Director, Corporate Insurance Services at The Newport Group
Industry Financial Services
Experience
The Newport Group February 2004 - Present
Skills
401k, Pensions, Retirement Planning, Retirement, Series 63, Asset Allocation, ERISA, Mutual Funds, Defined Benefit, Executive Pay, Life Insurance, Employee Benefits, Financial Services, Fixed Annuities, Series 6
Education
The Ohio State University 1980 — 1985
The Newport Group February 2004 - Present
Skills
401k, Pensions, Retirement Planning, Retirement, Series 63, Asset Allocation, ERISA, Mutual Funds, Defined Benefit, Executive Pay, Life Insurance, Employee Benefits, Financial Services, Fixed Annuities, Series 6
Education
The Ohio State University 1980 — 1985
Nicola Harrell's The Newport Group Experience May 2013 - Present
Job VP, NQ New Business & Product Delivery at The Newport Group
Industry Financial Services
Experience
The Newport Group May 2013 - Present
The Newport Group February 2006 - May 2013
Vinings Mellon 2003 - 2006
AMVESCAP 1998 - 2003
Canada Life 1989 - 1997
Skills
Employee Benefits, 401k, Series 63, Retirement, Defined Benefit, Asset Allocation, Pensions, Mutual Funds, Financial Services, Access, Management, Investments, Series 7, Retirement Planning, Insurance, Process Improvement
Education
Kennesaw State University - Michael J. Coles College of Business 1996 — 2000
Bachelor of Business Administration (BBA), Finance, General, 3.8
The Newport Group May 2013 - Present
The Newport Group February 2006 - May 2013
Vinings Mellon 2003 - 2006
AMVESCAP 1998 - 2003
Canada Life 1989 - 1997
Skills
Employee Benefits, 401k, Series 63, Retirement, Defined Benefit, Asset Allocation, Pensions, Mutual Funds, Financial Services, Access, Management, Investments, Series 7, Retirement Planning, Insurance, Process Improvement
Education
Kennesaw State University - Michael J. Coles College of Business 1996 — 2000
Bachelor of Business Administration (BBA), Finance, General, 3.8
Dana Brown's The Newport Group Experience November 2008 - July 2012
Job Senior Vice President at Callan Associates
Industry Investment Management
Experience
Callan Associates July 2012 - Present
The Newport Group November 2008 - July 2012
The Newport Group September 2003 - November 2008
Morgan Stanley 1996 - 2003
Smith Barney 1994 - 1996
SunTrust Bank 1992 - 1994
Skills
Series 7, Series 66, Asset Allocation, target date funds, stable value, plan design, fiduciary governance, retirement income..., Liability Driven..., investment policy, manager evaluation,..., recruiting, training..., Investment Policy, Fiduciary, Retirement, LDI, Uniform Combined State..., Defined Contribution, Defined Benefit, Business Planning, Stable Value, Pensions, Institutional..., Qualified Retirement...
Education
Rollins College - Crummer Graduate School of Business 1998 — 2001
MBA, Finance
Stetson University 1988 — 1992
BBA, Finance
Callan Associates July 2012 - Present
The Newport Group November 2008 - July 2012
The Newport Group September 2003 - November 2008
Morgan Stanley 1996 - 2003
Smith Barney 1994 - 1996
SunTrust Bank 1992 - 1994
Skills
Series 7, Series 66, Asset Allocation, target date funds, stable value, plan design, fiduciary governance, retirement income..., Liability Driven..., investment policy, manager evaluation,..., recruiting, training..., Investment Policy, Fiduciary, Retirement, LDI, Uniform Combined State..., Defined Contribution, Defined Benefit, Business Planning, Stable Value, Pensions, Institutional..., Qualified Retirement...
Education
Rollins College - Crummer Graduate School of Business 1998 — 2001
MBA, Finance
Stetson University 1988 — 1992
BBA, Finance
Kyle Tilman's The Newport Group Experience December 2006 - June 2007
Job Software Engineer at PaperG
Industry Computer Software
Experience
PaperG January 2014 - Present
Tricycle Studios November 2011 - January 2014
Emmaus Design August 2008 - August 2013
Numara Software February 2011 - August 2011
Network People, Inc. August 2009 - February 2011
Infinity Financial Group September 2007 - February 2011
The Newport Group December 2006 - June 2007
AEGON April 2006 - November 2006
Skills
JS, Python, HTML5/CSS3, Project Management, HTML, Testing, PHP, Business Analysis, Asset Managment, Graphic Design, Access, Finance, Visio, SQL, SDLC, Equities, Crystal Reports, Trading Systems, JavaScript, jQuery, CSS, HTML 5, Web Applications, Git
Education
University of South Florida - College of Business Administration 2006 — 2008
BS, Finance
St. Petersburg College 2004 — 2006
AA, Finance
PaperG January 2014 - Present
Tricycle Studios November 2011 - January 2014
Emmaus Design August 2008 - August 2013
Numara Software February 2011 - August 2011
Network People, Inc. August 2009 - February 2011
Infinity Financial Group September 2007 - February 2011
The Newport Group December 2006 - June 2007
AEGON April 2006 - November 2006
Skills
JS, Python, HTML5/CSS3, Project Management, HTML, Testing, PHP, Business Analysis, Asset Managment, Graphic Design, Access, Finance, Visio, SQL, SDLC, Equities, Crystal Reports, Trading Systems, JavaScript, jQuery, CSS, HTML 5, Web Applications, Git
Education
University of South Florida - College of Business Administration 2006 — 2008
BS, Finance
St. Petersburg College 2004 — 2006
AA, Finance
Steven Zinger's The Newport Group Experience January 2011 - May 2014
Job Director, RFP at MetLife
Industry Financial Services
Experience
MetLife August 2014 - Present
The Newport Group January 2011 - May 2014
The Newport Group January 2006 - January 2011
Federated Investors 1995 - 2006
Federated 1995 - 2005
Skills
401k, Retirement, Retirement Planning, Series 26, Series 6, Series 63, Defined Contribution, ERISA, Mutual Funds, Qualified Retirement..., Asset Allocation, Investment Advisory, Defined Benefit, Pensions, Retirement Plan..., Financial Services, FINRA, Wealth Management, Morningstar, Microsoft Office
Education
Indiana University of Pennsylvania 1984 — 1988
Bachelor of Science
MetLife August 2014 - Present
The Newport Group January 2011 - May 2014
The Newport Group January 2006 - January 2011
Federated Investors 1995 - 2006
Federated 1995 - 2005
Skills
401k, Retirement, Retirement Planning, Series 26, Series 6, Series 63, Defined Contribution, ERISA, Mutual Funds, Qualified Retirement..., Asset Allocation, Investment Advisory, Defined Benefit, Pensions, Retirement Plan..., Financial Services, FINRA, Wealth Management, Morningstar, Microsoft Office
Education
Indiana University of Pennsylvania 1984 — 1988
Bachelor of Science
Dennis McCarter's The Newport Group Experience 1973 - 2011
Job Principal at Terrace Resources LLC
Industry Financial Services
Experience
Terrace Resources LLC September 2010 - Present
The Newport Group 1973 - 2011
INCAP 1984 - 1986
Arthur Young & Company 1968 - 1973
Education
Northwestern University - Kellogg School of Management 1968 — 1969
post graduate work in Accounting and Finance
University of Washington 1966 — 1968
MBA
University of Oregon 1961 — 1965
Bachelor of Arts, English
Jesuit High School in Portland, Oregon 1957 — 1961
High School, College Prep, Top 5% of graduating class of 91 boys
Terrace Resources LLC September 2010 - Present
The Newport Group 1973 - 2011
INCAP 1984 - 1986
Arthur Young & Company 1968 - 1973
Education
Northwestern University - Kellogg School of Management 1968 — 1969
post graduate work in Accounting and Finance
University of Washington 1966 — 1968
MBA
University of Oregon 1961 — 1965
Bachelor of Arts, English
Jesuit High School in Portland, Oregon 1957 — 1961
High School, College Prep, Top 5% of graduating class of 91 boys
Anna Miller Goodman's The Newport Group Experience February 2014 - Present
Job Client Relationship Manager at The Newport Group
Industry Financial Services
Experience
The Newport Group February 2014 - Present
MullinTBG January 2012 - February 2014
Clark Consulting March 2002 - January 2012
Pacific Life Insurance Company January 2000 - March 2002
Pacific Life Insurance Company January 1998 - 2000
Skills
Insurance, Series 63, Employee Benefits, Retirement, Customer Service, CRM, Process Improvement, Series 6, Life Insurance, Business Process...
Education
Orange Coast College
The Newport Group February 2014 - Present
MullinTBG January 2012 - February 2014
Clark Consulting March 2002 - January 2012
Pacific Life Insurance Company January 2000 - March 2002
Pacific Life Insurance Company January 1998 - 2000
Skills
Insurance, Series 63, Employee Benefits, Retirement, Customer Service, CRM, Process Improvement, Series 6, Life Insurance, Business Process...
Education
Orange Coast College
Jeffrey Wirth's The Newport Group Experience March 2011 - Present
Job SVP, NQ Plans at The Newport Group
Industry Financial Services
Experience
The Newport Group March 2011 - Present
TIAA-CREF November 2006 - March 2011
The Hartford 2005 - 2006
Prudential Financial 2002 - 2005
MassMutual October 2000 - July 2002
Bank of America July 1996 - October 2000
Fleet Investment Services April 1992 - July 1996
Fleet Financial Group 1992 - 1996
Fidelity Investments April 1990 - April 1992
Skills
Pensions, Retirement, ERISA, 401k, Client Service, Defined Benefit, Deferred Compensation, Retirement Planning, Mergers, Operations Management, Relationship Management, Technology Integration, Superior Client Service, Leadership, Mutual Funds, Series 63, Financial Services, Securities, Fixed Annuities, Asset Managment, Investments, Series 6, Strategic Financial..., Wealth Management, Executive Management, Employee Benefits, Management, FINRA, Asset Allocation, Asset Management, Equities, Investment Advisory, Investment Strategies, Investment Management, IRAs, Mergers & Acquisitions, Life Insurance, Executive Pay, Portfolio Management, Fixed Income, Process Improvement, Insurance, Risk Management, Vendor Management, Finance
Education
Rockford University 1974 — 1978
BS, Business Administration
Rockford University 1974 — 1978
Bachelor of Science (B.S.), Business Administration and Management, General
The Newport Group March 2011 - Present
TIAA-CREF November 2006 - March 2011
The Hartford 2005 - 2006
Prudential Financial 2002 - 2005
MassMutual October 2000 - July 2002
Bank of America July 1996 - October 2000
Fleet Investment Services April 1992 - July 1996
Fleet Financial Group 1992 - 1996
Fidelity Investments April 1990 - April 1992
Skills
Pensions, Retirement, ERISA, 401k, Client Service, Defined Benefit, Deferred Compensation, Retirement Planning, Mergers, Operations Management, Relationship Management, Technology Integration, Superior Client Service, Leadership, Mutual Funds, Series 63, Financial Services, Securities, Fixed Annuities, Asset Managment, Investments, Series 6, Strategic Financial..., Wealth Management, Executive Management, Employee Benefits, Management, FINRA, Asset Allocation, Asset Management, Equities, Investment Advisory, Investment Strategies, Investment Management, IRAs, Mergers & Acquisitions, Life Insurance, Executive Pay, Portfolio Management, Fixed Income, Process Improvement, Insurance, Risk Management, Vendor Management, Finance
Education
Rockford University 1974 — 1978
BS, Business Administration
Rockford University 1974 — 1978
Bachelor of Science (B.S.), Business Administration and Management, General
Angela Ciambrone Richard's The Newport Group Experience May 2005 - July 2007
Job Director, FP&A PPG at NCH
Industry Financial Services
Experience
NCH January 2015 - Present
Carlisle & Gallagher Consulting Group January 2011 - December 2014
Longhorn Steakhouse September 2009 - November 2010
Darden Restaurants August 2007 - September 2009
The Newport Group May 2005 - July 2007
Advantage Services Group 2004 - 2005
The Chase Manhattan Bank 2001 - 2004
Skills
Financial Analysis, Financial Modeling, Project Management, Corporate Finance, Variance Analysis, Financial Reporting, Strategic Financial..., Forecasting, Financial Forecasting, Team Management, Correlation Analysis, Labor Economics, Presentations, Investor Relations, Competitor Intelligence, Budgets, Strategic Planning, Mergers & Acquisitions, Management, Leadership, Investments, Business Planning, Executive Management, Financial Services, Asset Management, Business Intelligence, Process Improvement, Cash Flow, P&L, Financial Planning
Education
Rollins College 2003 — 2005
BA, Economics, Mathematics
New York University - Leonard N. Stern School of Business 2004 — 2004
Finance
Wright State University 1999 — 2001
Finance
NCH January 2015 - Present
Carlisle & Gallagher Consulting Group January 2011 - December 2014
Longhorn Steakhouse September 2009 - November 2010
Darden Restaurants August 2007 - September 2009
The Newport Group May 2005 - July 2007
Advantage Services Group 2004 - 2005
The Chase Manhattan Bank 2001 - 2004
Skills
Financial Analysis, Financial Modeling, Project Management, Corporate Finance, Variance Analysis, Financial Reporting, Strategic Financial..., Forecasting, Financial Forecasting, Team Management, Correlation Analysis, Labor Economics, Presentations, Investor Relations, Competitor Intelligence, Budgets, Strategic Planning, Mergers & Acquisitions, Management, Leadership, Investments, Business Planning, Executive Management, Financial Services, Asset Management, Business Intelligence, Process Improvement, Cash Flow, P&L, Financial Planning
Education
Rollins College 2003 — 2005
BA, Economics, Mathematics
New York University - Leonard N. Stern School of Business 2004 — 2004
Finance
Wright State University 1999 — 2001
Finance
Donna Dize's The Newport Group Experience June 2008 - Present
Job QA Analyst at The Newport Group
Industry Information Technology and Services
Experience
The Newport Group June 2008 - Present
HSBC Mortgage Services November 2005 - June 2007
HSBC Corporation - Decision One September 2004 - November 2005
Education
St. Petersburg College 2006 — 2006
The Newport Group June 2008 - Present
HSBC Mortgage Services November 2005 - June 2007
HSBC Corporation - Decision One September 2004 - November 2005
Education
St. Petersburg College 2006 — 2006
Lisa Loane's The Newport Group Experience September 2006 - August 2010
Job Administrative Assistant III
Industry Leisure, Travel & Tourism
Experience
Orange Lake Resort August 2010 - Present
The Newport Group September 2006 - August 2010
Pfizer PGRD January 2000 - January 2006
Skills
Leadership, Management, Visio, Program Management, Budgets, Administrative..., Microsoft Office, Time Management, Administration, Strategic Planning, Process Scheduler, Inventory Management
Education
University of New Haven 1989 — 1991
BA, Interior Design
Keene State College 1985 — 1989
Orange Lake Resort August 2010 - Present
The Newport Group September 2006 - August 2010
Pfizer PGRD January 2000 - January 2006
Skills
Leadership, Management, Visio, Program Management, Budgets, Administrative..., Microsoft Office, Time Management, Administration, Strategic Planning, Process Scheduler, Inventory Management
Education
University of New Haven 1989 — 1991
BA, Interior Design
Keene State College 1985 — 1989
Alain Pompilus, MBA's The Newport Group Experience February 2009 - November 2010
Job Revenue Analyst
Industry Financial Services
Experience
Concord Management March 2014 - Present
The LiLa Foundation August 2010 - Present
Waste Management March 2011 - March 2014
The Newport Group February 2009 - November 2010
The Newport Group February 2006 - February 2009
Global Business Brigades, Panama Micro-enterprise Project December 2008 - December 2008
Skills
Analysis, Management, Finance, Forecasting, Leadership, Budgets, Financial Reporting, Cross-functional Team..., Accounting, Training, Customer Service, Financial Planning, Microsoft Excel, Financial Analysis, Investments, Strategic Financial..., Microsoft Office, Public Speaking, Mergers & Acquisitions, Series 7, 66 FINRA..., Project Management, FINRA, Auditing, Marketing, Team Management, Economic Development, Social Responsibility, Research
Education
University of Southern Mississippi 2013 — 2017
Doctor of Philosophy (Ph.D.), Development Economics and International Development
University of Central Florida - College of Business Administration 2007 — 2009
Masters, Business Administration
Escuela de Administracion de Empresas 2008 — 2008
Study Abroad, MBA, MBA Student Participant, Spain EAE Business School
University of Central Florida - College of Business Administration 2001 — 2005
Bachelor of Science (BS), Finance, General
Concord Management March 2014 - Present
The LiLa Foundation August 2010 - Present
Waste Management March 2011 - March 2014
The Newport Group February 2009 - November 2010
The Newport Group February 2006 - February 2009
Global Business Brigades, Panama Micro-enterprise Project December 2008 - December 2008
Skills
Analysis, Management, Finance, Forecasting, Leadership, Budgets, Financial Reporting, Cross-functional Team..., Accounting, Training, Customer Service, Financial Planning, Microsoft Excel, Financial Analysis, Investments, Strategic Financial..., Microsoft Office, Public Speaking, Mergers & Acquisitions, Series 7, 66 FINRA..., Project Management, FINRA, Auditing, Marketing, Team Management, Economic Development, Social Responsibility, Research
Education
University of Southern Mississippi 2013 — 2017
Doctor of Philosophy (Ph.D.), Development Economics and International Development
University of Central Florida - College of Business Administration 2007 — 2009
Masters, Business Administration
Escuela de Administracion de Empresas 2008 — 2008
Study Abroad, MBA, MBA Student Participant, Spain EAE Business School
University of Central Florida - College of Business Administration 2001 — 2005
Bachelor of Science (BS), Finance, General
Brian Flanagan's The Newport Group Experience February 2013 - October 2013
Job Senior Vice President
Industry Financial Services
Experience
F-Squared Investments October 2013 - March 2015
The Newport Group February 2013 - October 2013
Fidelity Investments December 2010 - January 2013
Ivy Funds March 2005 - October 2010
Nationwide Financial October 2002 - March 2005
Ameriprise Financial Services, Inc. December 2001 - June 2002
J-Byte Electronics Inc August 2000 - November 2001
Flanagan's Beach Bar and Grill January 2000 - December 2000
Skills
Mutual Funds, Wholesale, Institutional Sales, Series 63, 401k, Selling, Series 6, Retirement Planning, Retirement, Investments, Series 7, Fixed Annuities, Life Insurance, Series 65, Asset Allocation, Financial Advisory, Investment Advisory, Defined Contribution, Financial Services, Wealth Management, Investment Strategies, Uniform Combined State..., Separately Managed..., Financial Planners, Qualified Retirement..., Retirement Plan..., Defined Benefit, Variable Annuities, Alternative Investments, FINRA, Pensions, Profit Sharing, Series 24, Securities, Financial Planning, Sales
Education
The Ohio State University 1995 — 1999
Bachelor of Applied Science (B.A.Sc.), Financial Planning and Services
American Intercontinental University
F-Squared Investments October 2013 - March 2015
The Newport Group February 2013 - October 2013
Fidelity Investments December 2010 - January 2013
Ivy Funds March 2005 - October 2010
Nationwide Financial October 2002 - March 2005
Ameriprise Financial Services, Inc. December 2001 - June 2002
J-Byte Electronics Inc August 2000 - November 2001
Flanagan's Beach Bar and Grill January 2000 - December 2000
Skills
Mutual Funds, Wholesale, Institutional Sales, Series 63, 401k, Selling, Series 6, Retirement Planning, Retirement, Investments, Series 7, Fixed Annuities, Life Insurance, Series 65, Asset Allocation, Financial Advisory, Investment Advisory, Defined Contribution, Financial Services, Wealth Management, Investment Strategies, Uniform Combined State..., Separately Managed..., Financial Planners, Qualified Retirement..., Retirement Plan..., Defined Benefit, Variable Annuities, Alternative Investments, FINRA, Pensions, Profit Sharing, Series 24, Securities, Financial Planning, Sales
Education
The Ohio State University 1995 — 1999
Bachelor of Applied Science (B.A.Sc.), Financial Planning and Services
American Intercontinental University
Susan Levine's The Newport Group Experience 2006 - 2007
Job Client Relationship Administrator at Vanguard
Industry Investment Management
Experience
The Vanguard Group April 2007 - Present
The Newport Group 2006 - 2007
AXA Equitable 1997 - 2005
Education
University of California, San Diego
B.A., Anthropology/French
The Vanguard Group April 2007 - Present
The Newport Group 2006 - 2007
AXA Equitable 1997 - 2005
Education
University of California, San Diego
B.A., Anthropology/French
Laura McGeorge's The Newport Group Experience April 2014 - Present
Job Senior Business Analyst at The Newport Group
Industry Utilities
Experience
The Newport Group April 2014 - Present
Duke Energy December 2009 - Present
TEKsystems February 2012 - March 2014
Apex Systems Inc. August 2011 - December 2011
TEKsystems June 2009 - December 2009
US Bank November 2007 - April 2009
Signature Consultants August 2007 - November 2007
HSBC April 2006 - July 2007
Wachovia 2006 - 2006
United Airlines January 2004 - April 2005
Education
Northeastern Illinois University 1989 — 1992
The Newport Group April 2014 - Present
Duke Energy December 2009 - Present
TEKsystems February 2012 - March 2014
Apex Systems Inc. August 2011 - December 2011
TEKsystems June 2009 - December 2009
US Bank November 2007 - April 2009
Signature Consultants August 2007 - November 2007
HSBC April 2006 - July 2007
Wachovia 2006 - 2006
United Airlines January 2004 - April 2005
Education
Northeastern Illinois University 1989 — 1992
Karrie Grubbs's The Newport Group Experience May 2003 - Present
Job Graphics Manager at The Newport Group
Industry Financial Services
Experience
The Newport Group May 2003 - Present
G&G Advertising 2000 - 2003
Skills
Brochures, Graphic Design, Advertising, Adobe Creative Suite, Creative Direction, Photoshop, Marketing Communications, Social Media, Project Management, Art Direction, Microsoft Office, PowerPoint, Image Manipulation, Editing, Microsoft Word, Strategic Planning, InDesign, Social Media Marketing
Education
University of Central Florida 1993 — 1998
The Newport Group May 2003 - Present
G&G Advertising 2000 - 2003
Skills
Brochures, Graphic Design, Advertising, Adobe Creative Suite, Creative Direction, Photoshop, Marketing Communications, Social Media, Project Management, Art Direction, Microsoft Office, PowerPoint, Image Manipulation, Editing, Microsoft Word, Strategic Planning, InDesign, Social Media Marketing
Education
University of Central Florida 1993 — 1998
Teresa Sherrard's The Newport Group Experience Tax ManagerPrice Waterhouse1987 - 1990
Job Vice President, Tax & Accounting Services at The Newport Group
Industry Financial Services
Experience
The Newport Group Tax ManagerPrice Waterhouse1987 - 1990
Anchor Glass Container Corporation 1978 - 1987
Skills
Accounting, Tax, Corporate Tax, 401k, Investments, Finance, Financial Services, Management, Insurance, Mergers & Acquisitions, Employee Benefits, Retirement Planning, Financial Analysis, Retirement, Financial Planning
Education
University of Tampa 1986 — 1987
MBA, Accounting
The Ohio State University 1974 — 1978
BSBA, Accounting
The Newport Group Tax ManagerPrice Waterhouse1987 - 1990
Anchor Glass Container Corporation 1978 - 1987
Skills
Accounting, Tax, Corporate Tax, 401k, Investments, Finance, Financial Services, Management, Insurance, Mergers & Acquisitions, Employee Benefits, Retirement Planning, Financial Analysis, Retirement, Financial Planning
Education
University of Tampa 1986 — 1987
MBA, Accounting
The Ohio State University 1974 — 1978
BSBA, Accounting
Michelle Rudy's The Newport Group Experience July 2015 - Present
Job Technical Writer and Document Designer
Industry Information Services
Experience
The Newport Group July 2015 - Present
Bosch Security Systems May 2011 - July 2015
Five Star Bank* January 2005 - March 2011
Genesee Valley Chapter of the American Society for Training and Development 2008 - 2009
Five Star Bank- NY January 2003 - December 2005
Skills
Team Building, Leadership, Leadership Development, Coaching, Organizational..., Instructional Design, Strategic Planning, Staff Development, Process Improvement, Program Management, Training, Marketing, Customer Service, Employee Training, Training Delivery, Needs Analysis
Education
Nazareth College
BA, English / Education
The Newport Group July 2015 - Present
Bosch Security Systems May 2011 - July 2015
Five Star Bank* January 2005 - March 2011
Genesee Valley Chapter of the American Society for Training and Development 2008 - 2009
Five Star Bank- NY January 2003 - December 2005
Skills
Team Building, Leadership, Leadership Development, Coaching, Organizational..., Instructional Design, Strategic Planning, Staff Development, Process Improvement, Program Management, Training, Marketing, Customer Service, Employee Training, Training Delivery, Needs Analysis
Education
Nazareth College
BA, English / Education
Ben Baldridge, CFA, CAIA's The Newport Group Experience November 2010 - Present
Job Senior Investment Research Analyst at The Newport Group
Industry Financial Services
Experience
The Newport Group November 2010 - Present
Ennis Knupp + Associates August 2006 - November 2010
InDecatur Ventures, LLC March 2005 - May 2005
Skills
Alternative Investments, Asset Allocation, Investments, Asset Management, Private Equity, Due Diligence, Venture Capital, Fixed Income, Manager Research, Pensions, Institutional..., Research, Economics, Stable Value
Education
Millikin University 2002 — 2006
BS, Finance, Marketing, 3.9
The Newport Group November 2010 - Present
Ennis Knupp + Associates August 2006 - November 2010
InDecatur Ventures, LLC March 2005 - May 2005
Skills
Alternative Investments, Asset Allocation, Investments, Asset Management, Private Equity, Due Diligence, Venture Capital, Fixed Income, Manager Research, Pensions, Institutional..., Research, Economics, Stable Value
Education
Millikin University 2002 — 2006
BS, Finance, Marketing, 3.9
Julie Leinenbach's The Newport Group Experience August 2014 - Present
Job Director of Asset Allocation at The Newport Group
Industry Investment Management
Experience
The Newport Group August 2014 - Present
The Newport Group January 2000 - July 2014
UnumProvident September 1997 - December 1999
AIG American General September 1991 - September 1997
American General Life Insurance 1990 - 1997
Skills
Asset Allocation, Actuarial Science, Portfolio Management, Series 63, Employee Benefits, Mutual Funds, Retirement, Series 7, Alternative Investments, Valuation, Investments, Investment Strategies, Asset Management, Pensions, Wealth Management, Investment Management, Financial Services, Investment Advisory
Education
Texas A&M University 1987 — 1990
Bachelors, Applied Mathematical Science
The University of Texas at Austin 1986 — 1987
The Newport Group August 2014 - Present
The Newport Group January 2000 - July 2014
UnumProvident September 1997 - December 1999
AIG American General September 1991 - September 1997
American General Life Insurance 1990 - 1997
Skills
Asset Allocation, Actuarial Science, Portfolio Management, Series 63, Employee Benefits, Mutual Funds, Retirement, Series 7, Alternative Investments, Valuation, Investments, Investment Strategies, Asset Management, Pensions, Wealth Management, Investment Management, Financial Services, Investment Advisory
Education
Texas A&M University 1987 — 1990
Bachelors, Applied Mathematical Science
The University of Texas at Austin 1986 — 1987
Peter Leskody's The Newport Group Experience April 2011 - January 2013
Job Sr Business Analyst Jack Henry and Associates
Industry Financial Services
Experience
The Newport Group April 2011 - January 2013
Wells Fargo Home Mortgage February 2010 - March 2011
IBM June 2007 - December 2009
HSBC/Decision One Mortgage 2003 - 2007
Skills
Banking, Financial Analysis, Requirements Gathering, Financial Services, Loans, Portfolio Management, Risk Management, Full SDLC, Analytics, Test Planning, Test Cases, Testing, Visio, Business Process..., Requirements Analysis, User Acceptance Testing, Business Requirements, Analysis, Software Documentation, Business Process, Quality Center, SharePoint, Quality Assurance, Management, Underwriting
Education
SUNY Albany 1984 — 1987
Bachelor of Science (BS), Economics
The Newport Group April 2011 - January 2013
Wells Fargo Home Mortgage February 2010 - March 2011
IBM June 2007 - December 2009
HSBC/Decision One Mortgage 2003 - 2007
Skills
Banking, Financial Analysis, Requirements Gathering, Financial Services, Loans, Portfolio Management, Risk Management, Full SDLC, Analytics, Test Planning, Test Cases, Testing, Visio, Business Process..., Requirements Analysis, User Acceptance Testing, Business Requirements, Analysis, Software Documentation, Business Process, Quality Center, SharePoint, Quality Assurance, Management, Underwriting
Education
SUNY Albany 1984 — 1987
Bachelor of Science (BS), Economics
Alex House's The Newport Group Experience June 2007 - March 2010
Job Business Consultant
Industry Market Research
Experience
The Newport Group June 2007 - March 2010
The Todd Organization 2005 - 2007
MetLife January 1999 - March 2004
Skills
CRM, Investments, Retirement Planning, Retirement, Series 63, Project Management, Insurance, Financial Services, Client Services, Strategic Financial..., Financial Analysis, Process Improvement, Strategic Planning, Asset Management, Leadership, Mergers & Acquisitions, Asset Allocation, Mutual Funds, Social Media Marketing, Microsoft Office
Education
Princeton University 1993 — 1997
BA, Politics
The Newport Group June 2007 - March 2010
The Todd Organization 2005 - 2007
MetLife January 1999 - March 2004
Skills
CRM, Investments, Retirement Planning, Retirement, Series 63, Project Management, Insurance, Financial Services, Client Services, Strategic Financial..., Financial Analysis, Process Improvement, Strategic Planning, Asset Management, Leadership, Mergers & Acquisitions, Asset Allocation, Mutual Funds, Social Media Marketing, Microsoft Office
Education
Princeton University 1993 — 1997
BA, Politics
Chad McVeigh's The Newport Group Experience June 2009 - October 2009
Job at KCM Asset Management
Industry Investment Management
Experience
KCM Asset Management August 2009 - Present
The Newport Group June 2009 - October 2009
Education
Stetson University 2007 — 2010
KCM Asset Management August 2009 - Present
The Newport Group June 2009 - October 2009
Education
Stetson University 2007 — 2010
Jonathan Biggins's The Newport Group Experience January 2009 - July 2011
Job Sales Associate/Internal Wholesaler at Wells Fargo Institutional Retirement & Trust
Industry Financial Services
Experience
Wells Fargo Institutional Retirement & Trust May 2013 - Present
Wells Fargo January 2012 - May 2013
IB Investments, Inc. July 2011 - January 2012
The Newport Group January 2009 - July 2011
Wachovia February 2004 - October 2008
Wachovia, A Wells Fargo Company January 2001 - January 2004
Skills
401k, Finance, Banking, Asset Allocation, Wealth Management, Pensions, ERISA, Qualified Retirement..., Management, Project Management, Mutual Funds
Education
La Salle University 1987 — 1989
BS Business Administration, Finance
Wells Fargo Institutional Retirement & Trust May 2013 - Present
Wells Fargo January 2012 - May 2013
IB Investments, Inc. July 2011 - January 2012
The Newport Group January 2009 - July 2011
Wachovia February 2004 - October 2008
Wachovia, A Wells Fargo Company January 2001 - January 2004
Skills
401k, Finance, Banking, Asset Allocation, Wealth Management, Pensions, ERISA, Qualified Retirement..., Management, Project Management, Mutual Funds
Education
La Salle University 1987 — 1989
BS Business Administration, Finance
Kenneth Busick's The Newport Group Experience January 2000 - January 2007
Job Captain at The One Baja
Industry Maritime
Experience
The One Baja July 2008 - Present
The One Baja January 2007 - Present
The Newport Group January 2000 - January 2007
Skills
Tournament Winning..., Yacht Restoration and..., Yacht Delivery, Yacht Maintenance..., Team Leadership, Project Manager, Food & Beverage, Yachting, Boat
Education
Orange Coast College
The One Baja July 2008 - Present
The One Baja January 2007 - Present
The Newport Group January 2000 - January 2007
Skills
Tournament Winning..., Yacht Restoration and..., Yacht Delivery, Yacht Maintenance..., Team Leadership, Project Manager, Food & Beverage, Yachting, Boat
Education
Orange Coast College
Tuan Ho's The Newport Group Experience September 2013 - Present
Job Business Analyst at The Newport Group
Industry Financial Services
Experience
The Newport Group September 2013 - Present
MullinTBG September 2011 - September 2013
MullinTBG March 2007 - September 2011
TBG Financial October 2001 - March 2007
Skills
Financial Services, Business Analysis, Financial Analysis, Insurance, Investments, Visio, Securities, Mutual Funds, Asset Management, Retirement, Microsoft Excel, Project Management, Series 7, Business Process..., Series 63, Life Insurance, Employee Benefits
Education
UCLA 1994 — 1999
Bachelor of Science (B.S.), Biology
The Newport Group September 2013 - Present
MullinTBG September 2011 - September 2013
MullinTBG March 2007 - September 2011
TBG Financial October 2001 - March 2007
Skills
Financial Services, Business Analysis, Financial Analysis, Insurance, Investments, Visio, Securities, Mutual Funds, Asset Management, Retirement, Microsoft Excel, Project Management, Series 7, Business Process..., Series 63, Life Insurance, Employee Benefits
Education
UCLA 1994 — 1999
Bachelor of Science (B.S.), Biology
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
Amber Loring's The Newport Group Experience June 2015 - Present
Job Account Manager at The Newport Group
Industry Financial Services
Experience
The Newport Group June 2015 - Present
The Newport Group September 2013 - Present
The Newport Group October 2012 - September 2013
Law Firm May 2012 - October 2012
Prudential Financial April 2012 - August 2012
ASPire Financial Services, LLC August 2009 - April 2012
United HealthCare June 2006 - September 2008
JPMorgan Chase February 2003 - June 2006
Skills
Retirement, Employee Benefits, Leadership, Time Management, Management, 401k, Team Building, Health Insurance, Relationship Management, Banking, Mutual Funds, Defined Benefit, Series 6, ERISA, Account Management, Disability Insurance, Fixed Annuities, Insurance, Retirement Planning, Customer Service, Financial Services
Education
Saint Leo University 2013 — 2016
DBA, Doctorate in Business Administration
The American College 2014 — 2016
CLU
Saint Leo University 2006 — 2007
MBA, Masters, Business Administration
Saint Leo University 2002 — 2006
BA, Bachelors of Arts; High School Diploma, Business Management
The Newport Group June 2015 - Present
The Newport Group September 2013 - Present
The Newport Group October 2012 - September 2013
Law Firm May 2012 - October 2012
Prudential Financial April 2012 - August 2012
ASPire Financial Services, LLC August 2009 - April 2012
United HealthCare June 2006 - September 2008
JPMorgan Chase February 2003 - June 2006
Skills
Retirement, Employee Benefits, Leadership, Time Management, Management, 401k, Team Building, Health Insurance, Relationship Management, Banking, Mutual Funds, Defined Benefit, Series 6, ERISA, Account Management, Disability Insurance, Fixed Annuities, Insurance, Retirement Planning, Customer Service, Financial Services
Education
Saint Leo University 2013 — 2016
DBA, Doctorate in Business Administration
The American College 2014 — 2016
CLU
Saint Leo University 2006 — 2007
MBA, Masters, Business Administration
Saint Leo University 2002 — 2006
BA, Bachelors of Arts; High School Diploma, Business Management
Sarah (Levinson) Moriarty, MBA, PMP's The Newport Group Experience October 2001 - May 2003
Job Execution and Delivery Focused Professional
Industry Financial Services
Experience
Deutsche Bank June 2015 - Present
Deutsche Bank June 2014 - May 2015
Deutsche Bank April 2013 - June 2014
Deutsche Bank October 2012 - April 2013
Deutsche Bank July 2011 - March 2012
Deutsche Bank June 2009 - June 2011
Deutsche Bank March 2008 - June 2009
Goldman Sachs September 2005 - March 2008
Thomson Reuters June 2004 - September 2005
The Newport Group October 2001 - May 2003
Skills
Strategy, Leadership, Program Management, Strategic Planning, Management Consulting, Business Intelligence, Marketing, Business Process..., Business Transformation, Business Management, Project Management, Portfolio Management, Marketing Communications, Product Management, Change Management, Risk Management, Business Development, Marketing Strategy, Team Building, Training, Analytics, Financial Services
Education
Rollins College - Crummer Graduate School of Business 2003 — 2004
Master of Business Administration (M.B.A.), Finance, General, 3.9/4.0
University of Central Florida 1998 — 2001
Bachelor of Arts (B.A.), summa cum laude, Public Relations and Advertising; Minor in Business Administration, 4.0/4.0
Deutsche Bank June 2015 - Present
Deutsche Bank June 2014 - May 2015
Deutsche Bank April 2013 - June 2014
Deutsche Bank October 2012 - April 2013
Deutsche Bank July 2011 - March 2012
Deutsche Bank June 2009 - June 2011
Deutsche Bank March 2008 - June 2009
Goldman Sachs September 2005 - March 2008
Thomson Reuters June 2004 - September 2005
The Newport Group October 2001 - May 2003
Skills
Strategy, Leadership, Program Management, Strategic Planning, Management Consulting, Business Intelligence, Marketing, Business Process..., Business Transformation, Business Management, Project Management, Portfolio Management, Marketing Communications, Product Management, Change Management, Risk Management, Business Development, Marketing Strategy, Team Building, Training, Analytics, Financial Services
Education
Rollins College - Crummer Graduate School of Business 2003 — 2004
Master of Business Administration (M.B.A.), Finance, General, 3.9/4.0
University of Central Florida 1998 — 2001
Bachelor of Arts (B.A.), summa cum laude, Public Relations and Advertising; Minor in Business Administration, 4.0/4.0
Brent Levin's The Newport Group Experience September 2013 - Present
Job Investment Analyst at The Newport Group
Industry Financial Services
Experience
The Newport Group September 2013 - Present
Restruck Capital Partners June 2013 - September 2013
ConvergEx April 2011 - March 2013
Skills
Financial Analysis, Equities, Trading, Finance, Financial Modeling, Capital Markets, Private Equity, Investments, Investment Strategies, Portfolio Management, Investment Advisory, Series 7, Microsoft Excel, Asset Allocation, Financial Services, Mutual Funds
Education
Southern Methodist University - Cox School of Business 2005 — 2009
B.B.A., Finance
The Newport Group September 2013 - Present
Restruck Capital Partners June 2013 - September 2013
ConvergEx April 2011 - March 2013
Skills
Financial Analysis, Equities, Trading, Finance, Financial Modeling, Capital Markets, Private Equity, Investments, Investment Strategies, Portfolio Management, Investment Advisory, Series 7, Microsoft Excel, Asset Allocation, Financial Services, Mutual Funds
Education
Southern Methodist University - Cox School of Business 2005 — 2009
B.B.A., Finance
Monica Wood's The Newport Group Experience 1993 - 1997
Job Accountant/Financial Analyst
Industry Financial Services
Experience
Consulting December 2010 - Present
C21 Emma Realtors 2013 - 2014
Hannover Life Re America 2007 - 2010
The Walt Disney Company 2003 - 2007
KPMG 1999 - 2000
The Newport Group 1993 - 1997
MetLife 1989 - 1993
Skills
Financial Analysis, Financial Reporting, Accounting, SOX, General Ledger, Financial Modeling, Budgeting, Financial Planning, Process Improvement, Forecasting, Audit, GAAP, Auditing, Internal Controls, Compliance, Excel, Access, Financial Management, PowerPoint, SEC reporting, Analysis, Outlook, Internal Audit, Reconciliation, Word, Spreadsheets, Financial Accounting, Risk Management, SAP, Consolidation, Variance Analysis, Balance, Banking, Microsoft Office, Corporate Finance, Operations Management, Business Process..., Microsoft Excel, Budgets
Education
Rollins College
Crummer Management Certificate, Operations Management
Pace University - Lubin School of Business
Advanced Certificate, Accounting
Pace University-Pleasantville/Briarcliff Campus
BBA, Finance
Berkeley College-Woodland Park
Consulting December 2010 - Present
C21 Emma Realtors 2013 - 2014
Hannover Life Re America 2007 - 2010
The Walt Disney Company 2003 - 2007
KPMG 1999 - 2000
The Newport Group 1993 - 1997
MetLife 1989 - 1993
Skills
Financial Analysis, Financial Reporting, Accounting, SOX, General Ledger, Financial Modeling, Budgeting, Financial Planning, Process Improvement, Forecasting, Audit, GAAP, Auditing, Internal Controls, Compliance, Excel, Access, Financial Management, PowerPoint, SEC reporting, Analysis, Outlook, Internal Audit, Reconciliation, Word, Spreadsheets, Financial Accounting, Risk Management, SAP, Consolidation, Variance Analysis, Balance, Banking, Microsoft Office, Corporate Finance, Operations Management, Business Process..., Microsoft Excel, Budgets
Education
Rollins College
Crummer Management Certificate, Operations Management
Pace University - Lubin School of Business
Advanced Certificate, Accounting
Pace University-Pleasantville/Briarcliff Campus
BBA, Finance
Berkeley College-Woodland Park
Katrina Shafie, CPA, CGMA's The Newport Group Experience July 2011 - August 2013
Job Assistant Controller at Frontline Insurance
Industry Accounting
Experience
Frontline Insurance July 2015 - Present
Verizon August 2013 - July 2015
The Newport Group July 2011 - August 2013
Hacker, Johnson & Smith P.A. September 2009 - July 2011
Dixon School of Accounting, University of Central Florida August 2008 - May 2009
Deloitte January 2008 - April 2008
Skills
Auditing, Financial Reporting, Accounting, Internal Controls, CPA, SAS70, Deferred Compensation, FASB, US GAAP, Financial Statements, Employee Benefits, GAAP, Microsoft Office, Microsoft Excel, General Ledger, Sarbanes-Oxley Act, Tax, Finance, Account Reconciliation
Education
University of Central Florida 2007 — 2009
Master of Science in Accounting, Accounting
University of Central Florida 2003 — 2007
Accounting BSBA, Accounting, 3.9
Frontline Insurance July 2015 - Present
Verizon August 2013 - July 2015
The Newport Group July 2011 - August 2013
Hacker, Johnson & Smith P.A. September 2009 - July 2011
Dixon School of Accounting, University of Central Florida August 2008 - May 2009
Deloitte January 2008 - April 2008
Skills
Auditing, Financial Reporting, Accounting, Internal Controls, CPA, SAS70, Deferred Compensation, FASB, US GAAP, Financial Statements, Employee Benefits, GAAP, Microsoft Office, Microsoft Excel, General Ledger, Sarbanes-Oxley Act, Tax, Finance, Account Reconciliation
Education
University of Central Florida 2007 — 2009
Master of Science in Accounting, Accounting
University of Central Florida 2003 — 2007
Accounting BSBA, Accounting, 3.9
Ryan Toth's The Newport Group Experience December 2012 - June 2014
Job Retirement Services Professional
Industry Financial Services
Experience
Wells Fargo June 2014 - Present
The Newport Group December 2012 - June 2014
PenServ Plan Services January 2012 - November 2012
VALIC May 2010 - February 2012
Applied Pension Professionals January 2010 - May 2010
Lincoln Financial Group August 2008 - January 2010
Menards Inc September 2007 - August 2008
Skills
Microsoft Excel, Outlook, Sales, Customer Service, PowerPoint, Microsoft Word, Accounting, Time Management, Management, Networking, Management Development, Recording, 401k, Insurance, Retirement Planning, Strategic Financial..., Retirement, Investments, Mutual Funds
Education
Purdue University - Krannert School of Management 2002 — 2007
Bachelor of Science, Management
Wells Fargo June 2014 - Present
The Newport Group December 2012 - June 2014
PenServ Plan Services January 2012 - November 2012
VALIC May 2010 - February 2012
Applied Pension Professionals January 2010 - May 2010
Lincoln Financial Group August 2008 - January 2010
Menards Inc September 2007 - August 2008
Skills
Microsoft Excel, Outlook, Sales, Customer Service, PowerPoint, Microsoft Word, Accounting, Time Management, Management, Networking, Management Development, Recording, 401k, Insurance, Retirement Planning, Strategic Financial..., Retirement, Investments, Mutual Funds
Education
Purdue University - Krannert School of Management 2002 — 2007
Bachelor of Science, Management
Brad Kidd's The Newport Group Experience April 2011 - Present
Job Investment Consultant at The Newport Group
Industry Financial Services
Experience
The Newport Group April 2011 - Present
Clark Consulting August 2007 - April 2011
Superior Leasing April 2006 - July 2007
Raymond James & Associates, Inc May 2005 - April 2006
AutoClassics May 2000 - April 2005
Skills
Investments
Education
Texas Tech University - Rawls College of Business
BA, Marketing
The Newport Group April 2011 - Present
Clark Consulting August 2007 - April 2011
Superior Leasing April 2006 - July 2007
Raymond James & Associates, Inc May 2005 - April 2006
AutoClassics May 2000 - April 2005
Skills
Investments
Education
Texas Tech University - Rawls College of Business
BA, Marketing
Matt Sonderman's The Newport Group Experience May 2014 - Present
Job Account Manager at The Newport Group
Industry Insurance
Experience
The Newport Group May 2014 - Present
MetLife November 2007 - April 2014
Aflac March 2007 - October 2007
Edward Jones July 2006 - October 2006
Cingular Wireless November 2002 - May 2006
Cingular Wireless March 2002 - November 2002
Skills
Employee Benefits, Insurance, Process Improvement, Customer Service, Employee Relations, Sales, Management, Strategic Planning, Policy, Health Insurance, Life Insurance, Underwriting, PeopleSoft, Leadership, Change Management, Account Management, Training, Risk Management, Software Documentation, Human Resources, Customer Satisfaction, Business Analysis, Analysis, Team Building, Recruiting, Data Analysis
Education
University of Phoenix 2004 — 2006
Bachelor of Science (B.S.), Management
Missouri State University 1996 — 2001
The Newport Group May 2014 - Present
MetLife November 2007 - April 2014
Aflac March 2007 - October 2007
Edward Jones July 2006 - October 2006
Cingular Wireless November 2002 - May 2006
Cingular Wireless March 2002 - November 2002
Skills
Employee Benefits, Insurance, Process Improvement, Customer Service, Employee Relations, Sales, Management, Strategic Planning, Policy, Health Insurance, Life Insurance, Underwriting, PeopleSoft, Leadership, Change Management, Account Management, Training, Risk Management, Software Documentation, Human Resources, Customer Satisfaction, Business Analysis, Analysis, Team Building, Recruiting, Data Analysis
Education
University of Phoenix 2004 — 2006
Bachelor of Science (B.S.), Management
Missouri State University 1996 — 2001
Mary Lansberg's The Newport Group Experience May 2008 - Present
Job Senior Business Analyst at The Newport Group
Industry Financial Services
Experience
The Newport Group May 2008 - Present
American Fidelity September 2000 - May 2008
Skills
Requirements Gathering, Business Analysis, Business Requirements, SDLC, User Acceptance Testing, Requirements Analysis, SQL, SharePoint, Visio, Financial Services, Vendor Management, Analysis, Software Project..., Process Improvement, Integration, Risk Management, Crystal Reports, Quality Center, Testing, Software Documentation
Education
Oklahoma City University
MBA
University of Oklahoma
BBA, Finance
The Newport Group May 2008 - Present
American Fidelity September 2000 - May 2008
Skills
Requirements Gathering, Business Analysis, Business Requirements, SDLC, User Acceptance Testing, Requirements Analysis, SQL, SharePoint, Visio, Financial Services, Vendor Management, Analysis, Software Project..., Process Improvement, Integration, Risk Management, Crystal Reports, Quality Center, Testing, Software Documentation
Education
Oklahoma City University
MBA
University of Oklahoma
BBA, Finance
Karim Madueno's The Newport Group Experience August 2012 - February 2013
Job Marketing and Sales Assistant at CBI Employment
Industry Marketing and Advertising
Experience
CBI Employment November 2013 - Present
The Newport Group August 2012 - February 2013
Enterprise Florida July 2011 - August 2012
City of Winter Park June 2010 - August 2010
MGS April 2010 - July 2010
Private Club Management September 2006 - June 2009
Skills
Market Research, Microsoft Excel, Research, PowerPoint, Bilingual..., Marketing Strategy, Microsoft Word, Management, Salesforce.com, Social Media, Customer Service, Marketing, Spreadsheets, Spanish, Facebook, Event Planning, Microsoft Office, Marketing Communications, Databases, Product Demonstration, Pdf, RightNow, Prezi, Proofreading, Constant Contact, Microsoft Publisher, Proposal Writing
Education
University of Central Florida 2009 — 2012
Bachelor of Science in Business Administration, Marketing, 3.35
Valencia Community College 2007 — 2009
AA, Marketing, GPA 3.5
CBI Employment November 2013 - Present
The Newport Group August 2012 - February 2013
Enterprise Florida July 2011 - August 2012
City of Winter Park June 2010 - August 2010
MGS April 2010 - July 2010
Private Club Management September 2006 - June 2009
Skills
Market Research, Microsoft Excel, Research, PowerPoint, Bilingual..., Marketing Strategy, Microsoft Word, Management, Salesforce.com, Social Media, Customer Service, Marketing, Spreadsheets, Spanish, Facebook, Event Planning, Microsoft Office, Marketing Communications, Databases, Product Demonstration, Pdf, RightNow, Prezi, Proofreading, Constant Contact, Microsoft Publisher, Proposal Writing
Education
University of Central Florida 2009 — 2012
Bachelor of Science in Business Administration, Marketing, 3.35
Valencia Community College 2007 — 2009
AA, Marketing, GPA 3.5
Stacey Morgan, APA's The Newport Group Experience January 2000 - January 2010
Job Senior Compliance Administrator at AIG/VALIC
Industry Financial Services
Experience
AIG/VALIC October 2014 - Present
Countryside Country Club, LAFitness and Bally's January 2006 - Present
Independent February 1998 - Present
Matthews Benefit Group January 2012 - August 2014
The Newport Group January 2000 - January 2010
Skills
Retirement Planning, Insurance, 401k, Retirement, Pensions, Employee Benefits, Defined Benefit, ERISA, Pension Administration, Microsoft Excel, Customer Service, Leadership, Microsoft Office, Training, Public Speaking, Coaching, Data Analysis, Strategic Planning, Process Improvement, Financial Analysis
Education
Louisiana State University
AIG/VALIC October 2014 - Present
Countryside Country Club, LAFitness and Bally's January 2006 - Present
Independent February 1998 - Present
Matthews Benefit Group January 2012 - August 2014
The Newport Group January 2000 - January 2010
Skills
Retirement Planning, Insurance, 401k, Retirement, Pensions, Employee Benefits, Defined Benefit, ERISA, Pension Administration, Microsoft Excel, Customer Service, Leadership, Microsoft Office, Training, Public Speaking, Coaching, Data Analysis, Strategic Planning, Process Improvement, Financial Analysis
Education
Louisiana State University
Nikki Morelli's The Newport Group Experience October 1998 - Present
Job Senior Product Specialist
Industry Financial Services
Experience
The Newport Group October 1998 - Present
Skills
Financial Services, Business Analysis, Mutual Funds, Business Requirements, Equities, Asset Allocation
Education
Morehead State University 1991 — 1994
Bachelor's, Accounting
The Newport Group October 1998 - Present
Skills
Financial Services, Business Analysis, Mutual Funds, Business Requirements, Equities, Asset Allocation
Education
Morehead State University 1991 — 1994
Bachelor's, Accounting
Nancy Buckles's The Newport Group Experience 2011 - Present
Job Director at The Newport Group
Industry Financial Services
Experience
The Newport Group 2011 - Present
The Hartford March 2008 - April 2011
Princeton Retirement Group July 2005 - March 2008
Amvescap Retirement January 1998 - June 2005
Aon Consulting June 1982 - December 1997
Cascade Technologies December 1995 - January 1997
Skills
Retirement, Financial Services, 401k, Series 7, Mutual Funds, Investments, Defined Benefit
Education
Salem College 1978 — 1982
BA, Economics, Management
The Newport Group 2011 - Present
The Hartford March 2008 - April 2011
Princeton Retirement Group July 2005 - March 2008
Amvescap Retirement January 1998 - June 2005
Aon Consulting June 1982 - December 1997
Cascade Technologies December 1995 - January 1997
Skills
Retirement, Financial Services, 401k, Series 7, Mutual Funds, Investments, Defined Benefit
Education
Salem College 1978 — 1982
BA, Economics, Management
Patsy Tauscher's The Newport Group Experience June 2007 - May 2008
Job Benefit Analyst at Gundersen Lutheran
Industry Hospital & Health Care
Experience
Gundersen Lutheran Health Plan October 1989 - Present
The Newport Group June 2007 - May 2008
Skills
Healthcare, Employee Benefits, HIPAA, Benefits Administration, Medicare, Health Insurance, Customer Service
Education
Minnesota School of Business
Medical Secretary
Gundersen Lutheran Health Plan October 1989 - Present
The Newport Group June 2007 - May 2008
Skills
Healthcare, Employee Benefits, HIPAA, Benefits Administration, Medicare, Health Insurance, Customer Service
Education
Minnesota School of Business
Medical Secretary
Carol Dillard's The Newport Group Experience October 2014 - Present
Job Conversion Specialist at The Newport Group
Industry Financial Services
Experience
The Newport Group October 2014 - Present
Skills
Mutual Funds, Investments, Financial Services, Retirement Planning, Insurance, Pensions, Equities, Risk Management, Securities, Business Analysis, Series 6, Series 63, Fixed Annuities, Employee Benefits
Education
Lenoir-Rhyne University 1974 — 1978
Bachelor's degree, Business Administration and Management, General
Statesville Senior High School 1972 — 1974
The Newport Group October 2014 - Present
Skills
Mutual Funds, Investments, Financial Services, Retirement Planning, Insurance, Pensions, Equities, Risk Management, Securities, Business Analysis, Series 6, Series 63, Fixed Annuities, Employee Benefits
Education
Lenoir-Rhyne University 1974 — 1978
Bachelor's degree, Business Administration and Management, General
Statesville Senior High School 1972 — 1974
Brian R. Panessa's The Newport Group Experience February 2002 - February 2009
Job Principal at Panessa Investments
Industry Investment Management
Experience
Panessa Investments 1995 - Present
The Newport Group February 2002 - February 2009
CIBC Oppenheimer 2000 - 2002
Putnam Investments 1997 - 2000
Prudential Investments 1991 - 1997
Prudential Securities 1991 - 1997
MetLife 1990 - 1991
The Futterman Organization 1989 - 1990
MetLife 1988 - 1989
Skills
Financial Analysis, Strategic Financial..., Private Equity, Investment Portfolios, Business Strategy, Strategic partner..., Intermediary..., Senior level client..., Recruiting, Real Estate Acquisitions, Distressed M&A, Executive Level...
Education
State University of New York College at Oneonta 1983 — 1988
B.S., Business Economics, Finance, General
Panessa Investments 1995 - Present
The Newport Group February 2002 - February 2009
CIBC Oppenheimer 2000 - 2002
Putnam Investments 1997 - 2000
Prudential Investments 1991 - 1997
Prudential Securities 1991 - 1997
MetLife 1990 - 1991
The Futterman Organization 1989 - 1990
MetLife 1988 - 1989
Skills
Financial Analysis, Strategic Financial..., Private Equity, Investment Portfolios, Business Strategy, Strategic partner..., Intermediary..., Senior level client..., Recruiting, Real Estate Acquisitions, Distressed M&A, Executive Level...
Education
State University of New York College at Oneonta 1983 — 1988
B.S., Business Economics, Finance, General
Jeremy Blount's The Newport Group Experience November 2011 - Present
Job Retirement Plan Analyst at The Newport Group
Industry Financial Services
Experience
The Newport Group November 2011 - Present
UMB Fund Services June 2009 - November 2011
Associated Trust Company October 2006 - June 2009
Skills
Mutual Funds, Banking, Qualified Retirement..., Retirement, Trust Services, Trusts, Wealth Management, Accounting, Financial Analysis, 401k
Education
Lakeland College 2011 — 2013
Bachelor's degree, Accounting
Mount Mercy College 2001 — 2004
Bachelor of Business Administration (BBA), Marketing
The Newport Group November 2011 - Present
UMB Fund Services June 2009 - November 2011
Associated Trust Company October 2006 - June 2009
Skills
Mutual Funds, Banking, Qualified Retirement..., Retirement, Trust Services, Trusts, Wealth Management, Accounting, Financial Analysis, 401k
Education
Lakeland College 2011 — 2013
Bachelor's degree, Accounting
Mount Mercy College 2001 — 2004
Bachelor of Business Administration (BBA), Marketing
Adam Yurkanin, CPA's The Newport Group Experience February 2011 - October 2012
Job Manager at Kearney & Company
Industry Accounting
Experience
Kearney & Company October 2012 - Present
The Newport Group February 2011 - October 2012
Kearney & Company August 2008 - February 2011
Skills
CPA, Financial Reporting, Internal Controls, Financial Accounting, Accounting, Internal Audit, US GAAP, External Audit, Auditing, Financial Analysis, Financial Audits, Strategic Financial..., Financial Services, Financial Statements, Financial Improvement...
Education
King's College 2004 — 2008
Bachelor's Degree, Accounting, 3.97
Kearney & Company October 2012 - Present
The Newport Group February 2011 - October 2012
Kearney & Company August 2008 - February 2011
Skills
CPA, Financial Reporting, Internal Controls, Financial Accounting, Accounting, Internal Audit, US GAAP, External Audit, Auditing, Financial Analysis, Financial Audits, Strategic Financial..., Financial Services, Financial Statements, Financial Improvement...
Education
King's College 2004 — 2008
Bachelor's Degree, Accounting, 3.97
Lyman Roddey's The Newport Group Experience March 2015 - Present
Job Graduate of North Carolina A&T State University
Industry Accounting
Experience
The Newport Group March 2015 - Present
Northfield Medical April 2013 - August 2013
Sterilmed April 2010 - April 2013
Ralph Lauren January 1997 - February 2010
Skills
Warehousing, Customer Service, Accounting, Accounts Payable, Microsoft Office, Computers, Management, Cost Accounting, Financial Reporting, Accounts Receivable, GAAP Standards, Microsoft Excel, Process Improvement, Budgets, Inventory Management
Education
North Carolina A&T State University 2010 — 2014
Bachelor's Degree, Accounting
The Newport Group March 2015 - Present
Northfield Medical April 2013 - August 2013
Sterilmed April 2010 - April 2013
Ralph Lauren January 1997 - February 2010
Skills
Warehousing, Customer Service, Accounting, Accounts Payable, Microsoft Office, Computers, Management, Cost Accounting, Financial Reporting, Accounts Receivable, GAAP Standards, Microsoft Excel, Process Improvement, Budgets, Inventory Management
Education
North Carolina A&T State University 2010 — 2014
Bachelor's Degree, Accounting
Joseph Lucchesi's The Newport Group Experience October 2010 - November 2014
Job Account Manager at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group November 2014 - Present
The Newport Group October 2010 - November 2014
Enodis 2002 - 2009
Skills
Insurance, Retirement, Investments, Business Analysis, Process Improvement, 401k, Financial Services, Retirement Planning, Leadership, Management, Financial Planning, Mutual Funds, Financial Analysis, Finance, Employee Benefits
Education
State University of New York College at Old Westbury 1986 — 1988
Bachelor of Business Administration (B.B.A.), Finance, General
Lincoln Financial Group November 2014 - Present
The Newport Group October 2010 - November 2014
Enodis 2002 - 2009
Skills
Insurance, Retirement, Investments, Business Analysis, Process Improvement, 401k, Financial Services, Retirement Planning, Leadership, Management, Financial Planning, Mutual Funds, Financial Analysis, Finance, Employee Benefits
Education
State University of New York College at Old Westbury 1986 — 1988
Bachelor of Business Administration (B.B.A.), Finance, General
Geetha Cirigiri's The Newport Group Experience September 2006 - January 2008
Job
Industry Information Technology and Services
Experience
TIAA-CREF February 2013 - Present
Premier healthcare alliance September 2011 - February 2013
Global Compliance January 2010 - August 2011
The Newport Group September 2006 - January 2008
ettain group April 2006 - August 2006
Skills
Testing, Quality Center, Netezza, QTP, Unix, Oracle, MS Office, XML, .NET, Microsoft Office, Test Planning, SQL, Waterfall, User Acceptance Testing, Scrum, SDLC, Requirements Analysis, HP Quality Center, Databases, Agile Methodologies
Education
Osmania University
Bachelor of Computer Science
TIAA-CREF February 2013 - Present
Premier healthcare alliance September 2011 - February 2013
Global Compliance January 2010 - August 2011
The Newport Group September 2006 - January 2008
ettain group April 2006 - August 2006
Skills
Testing, Quality Center, Netezza, QTP, Unix, Oracle, MS Office, XML, .NET, Microsoft Office, Test Planning, SQL, Waterfall, User Acceptance Testing, Scrum, SDLC, Requirements Analysis, HP Quality Center, Databases, Agile Methodologies
Education
Osmania University
Bachelor of Computer Science
Jamie Jeffcoat's The Newport Group Experience August 2008 - Present
Job Database Administrator at The Newport Group
Industry Financial Services
Experience
The Newport Group August 2008 - Present
Education
The Citadel 1992 — 1996
Bachelor of Science (BS), Computer Science
The Newport Group August 2008 - Present
Education
The Citadel 1992 — 1996
Bachelor of Science (BS), Computer Science
Crystal Dancy's The Newport Group Experience January 2008 - May 2010
Job Loan Administration Manager at Wells Fargo Home Mortgage
Industry Banking
Experience
Wells Fargo Home Mortgage May 2012 - Present
The Newport Group January 2008 - May 2010
Firemans Fund Insurance Company September 2006 - January 2008
Commercial Bank/Mercantile Bank/Boatmens Bank November 1993 - May 2004
Skills
Loans, Mortgage Banking, Credit, Refinance, Credit Analysis, Consumer Lending, Residential Mortgages, Banking, Mortgage Underwriting, Financial Analysis, Management, Employee Training, Financial Reporting, Finance, Customer Service...
Education
Saint Louis University 2010 — 2014
Bachelor of Science (BS), Organizational Leadership and Technology
AD Banker 2006 — 2006
Insurance License, Insurance
Berkeley High School
Wells Fargo Home Mortgage May 2012 - Present
The Newport Group January 2008 - May 2010
Firemans Fund Insurance Company September 2006 - January 2008
Commercial Bank/Mercantile Bank/Boatmens Bank November 1993 - May 2004
Skills
Loans, Mortgage Banking, Credit, Refinance, Credit Analysis, Consumer Lending, Residential Mortgages, Banking, Mortgage Underwriting, Financial Analysis, Management, Employee Training, Financial Reporting, Finance, Customer Service...
Education
Saint Louis University 2010 — 2014
Bachelor of Science (BS), Organizational Leadership and Technology
AD Banker 2006 — 2006
Insurance License, Insurance
Berkeley High School
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY