The Newport Group
Industry: Company
DescriptionFounded: 1984 Subsidiaries: Newport Trust Company, The Producer Group LLC
The Newport Group List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at The Newport Group. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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The Newport Group Employees
Employee
Years
Job
Industry
Stacey Richardson Stacey Richardson's The Newport Group Experience September 2015 - Present
Job Insurance Analyst at The Newport Group
Industry Insurance
Experience
The Newport Group September 2015 - Present
Clark Consulting October 2014 - September 2015
Ralph Lauren May 2014 - October 2014
Woods Charter School February 2014 - May 2014
The Arc of Orange County May 2013 - May 2014
Private Home September 2011 - May 2014
Whitaker Psychiatric Residential Treatment Facility May 2013 - January 2014
UNC School of Education August 2010 - February 2012
Outwest Steakhouse Saddleroom and Bar June 2008 - January 2009
Movies to Go July 2007 - May 2008
Skills
Life Insurance, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Windows, Crystal Reports, SAP, SPSS, Java, Photoshop, English, Customer Service, Teamwork, Public Speaking, Social Media, Research, Time Management, CPR and First Aid..., Event Planning
Education
University of North Carolina at Chapel Hill 2010 — 2014
Bachelor of Arts (B.A.), Psychology, Senior
University of North Carolina at Chapel Hill 2010 — 2014
The Newport Group September 2015 - Present
Clark Consulting October 2014 - September 2015
Ralph Lauren May 2014 - October 2014
Woods Charter School February 2014 - May 2014
The Arc of Orange County May 2013 - May 2014
Private Home September 2011 - May 2014
Whitaker Psychiatric Residential Treatment Facility May 2013 - January 2014
UNC School of Education August 2010 - February 2012
Outwest Steakhouse Saddleroom and Bar June 2008 - January 2009
Movies to Go July 2007 - May 2008
Skills
Life Insurance, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Windows, Crystal Reports, SAP, SPSS, Java, Photoshop, English, Customer Service, Teamwork, Public Speaking, Social Media, Research, Time Management, CPR and First Aid..., Event Planning
Education
University of North Carolina at Chapel Hill 2010 — 2014
Bachelor of Arts (B.A.), Psychology, Senior
University of North Carolina at Chapel Hill 2010 — 2014
Sarah Nicol Sarah Nicol's The Newport Group Experience November 2011 - November 2012
Job Merchandising Auditor
Industry Retail
Experience
Menards, Inc. April 2013 - Present
The Newport Group November 2011 - November 2012
Davidson Trust Co. May 2010 - October 2011
The University of Montana April 2010 - May 2010
The University of Montana January 2010 - February 2010
Missoula Federal Credit Union March 2009 - July 2009
Missoula Federal Credit Union May 2008 - July 2009
Missoula Federal Credit Union May 2008 - February 2009
Skills
Finance, Time Management, Customer Service, Analysis, Microsoft Office, Financial Analysis, Budgets, Accounting, Investments, Microsoft Excel, Management, Financial Services, Data Entry, Employee Benefits
Education
University of Montana 2004 — 2007
B.A. Mathematical Sciences, Statistics
University of Montana 2004 — 2007
B.S. Business Administration, Finance
Menards, Inc. April 2013 - Present
The Newport Group November 2011 - November 2012
Davidson Trust Co. May 2010 - October 2011
The University of Montana April 2010 - May 2010
The University of Montana January 2010 - February 2010
Missoula Federal Credit Union March 2009 - July 2009
Missoula Federal Credit Union May 2008 - July 2009
Missoula Federal Credit Union May 2008 - February 2009
Skills
Finance, Time Management, Customer Service, Analysis, Microsoft Office, Financial Analysis, Budgets, Accounting, Investments, Microsoft Excel, Management, Financial Services, Data Entry, Employee Benefits
Education
University of Montana 2004 — 2007
B.A. Mathematical Sciences, Statistics
University of Montana 2004 — 2007
B.S. Business Administration, Finance
Lindsey Tutschek Lindsey Tutschek's The Newport Group Experience July 2011 - December 2012
Job BPO Payroll Specialist at Oasis Outsourcing
Industry Human Resources
Experience
Oasis Outsourcing February 2014 - Present
Oasis Outsourcing December 2012 - February 2014
The Newport Group July 2011 - December 2012
Bally Total Fitness August 2009 - August 2011
Skills
Management, Customer Service, Account Reconciliation, Accounting, Research, Cash Management, Leadership, Team Building, Training, Team Leadership, Access, Data Entry
Education
University of South Florida 2007 — 2011
Bachelor of Science, Management
Oasis Outsourcing February 2014 - Present
Oasis Outsourcing December 2012 - February 2014
The Newport Group July 2011 - December 2012
Bally Total Fitness August 2009 - August 2011
Skills
Management, Customer Service, Account Reconciliation, Accounting, Research, Cash Management, Leadership, Team Building, Training, Team Leadership, Access, Data Entry
Education
University of South Florida 2007 — 2011
Bachelor of Science, Management
Karen Buchaluk Karen Buchaluk's The Newport Group Experience 2012 - 2012
Job Senior QA Engineer at Diligent Board Member Services
Industry Information Technology and Services
Experience
Diligent Board Member Services November 2014 - Present
Signature Consultants/Thinkgate LLC April 2014 - October 2014
TEKsystems (Wells Fargo Financial Center) January 2013 - February 2014
Signature Consultants (Portrait Innovations) July 2012 - December 2012
The Newport Group 2012 - 2012
Charles Schwab December 1992 - November 2011
Skills
SQL, Microsoft SQL Server, Troubleshooting, Crystal Reports, MS Access, Process Improvement, Data Analysis, SDLC, Agile & Waterfall..., QA Tester/Lead, Quality Assurance, Visio, SharePoint, Access, Multi Tasking, Project Management, Databases, Management, Integration
Education
New Horizon Computer Training Center 2007 — 2012
Continuing Education
University of South Carolina-Columbia
Diligent Board Member Services November 2014 - Present
Signature Consultants/Thinkgate LLC April 2014 - October 2014
TEKsystems (Wells Fargo Financial Center) January 2013 - February 2014
Signature Consultants (Portrait Innovations) July 2012 - December 2012
The Newport Group 2012 - 2012
Charles Schwab December 1992 - November 2011
Skills
SQL, Microsoft SQL Server, Troubleshooting, Crystal Reports, MS Access, Process Improvement, Data Analysis, SDLC, Agile & Waterfall..., QA Tester/Lead, Quality Assurance, Visio, SharePoint, Access, Multi Tasking, Project Management, Databases, Management, Integration
Education
New Horizon Computer Training Center 2007 — 2012
Continuing Education
University of South Carolina-Columbia
Scott Goodale Scott Goodale's The Newport Group Experience April 2010 - Present
Job Mgr, IT Desktop Services at The Newport Group
Industry Information Technology and Services
Experience
The Newport Group April 2010 - Present
Allen Tate Realtors February 2007 - April 2010
Petro Express, Inc. January 2006 - June 2007
Paramount Parks, Inc. 1996 - 2006
Skills
IT Management, Systems Engineering, Electronic Engineering, Network Administration, Management, Vendor Management, System Administration, Project Management, Retirement, Business Analysis, Process Improvement, Troubleshooting, Team Leadership, Marketing, Windows, Follow Through
Education
University of North Carolina at Charlotte 1993 — 1997
BS Electrical Engineering Technology, Computer Technology/Computer Systems Technology
The Newport Group April 2010 - Present
Allen Tate Realtors February 2007 - April 2010
Petro Express, Inc. January 2006 - June 2007
Paramount Parks, Inc. 1996 - 2006
Skills
IT Management, Systems Engineering, Electronic Engineering, Network Administration, Management, Vendor Management, System Administration, Project Management, Retirement, Business Analysis, Process Improvement, Troubleshooting, Team Leadership, Marketing, Windows, Follow Through
Education
University of North Carolina at Charlotte 1993 — 1997
BS Electrical Engineering Technology, Computer Technology/Computer Systems Technology
Kelly Choez Kelly Choez's The Newport Group Experience July 2011 - December 2013
Job LATAM Payroll Consultant Global Payroll
Industry Financial Services
Experience
Verizon January 2015 - Present
Verizon December 2013 - Present
The Newport Group July 2011 - December 2013
CoAdvantage November 2007 - July 2011
Skills
Employee Benefits, Human Resources, Insurance, Customer Service, Employee Relations, Payroll, Strategic Planning, Microsoft Office, Training, Coaching, Analysis, Process Improvement, Leadership, Management, 401k, Vendor Management, Team Building, Business Strategy, Project Planning, Project Management, Project Coordination, Business Process..., LATAM, Workers Compensation, International Payroll, Short Term Disability, PeopleSoft, Workbrain, ADP Payroll
Education
University of Central Florida - College of Business Administration 1999 — 2004
Bachelors, Marketing, Management
Verizon January 2015 - Present
Verizon December 2013 - Present
The Newport Group July 2011 - December 2013
CoAdvantage November 2007 - July 2011
Skills
Employee Benefits, Human Resources, Insurance, Customer Service, Employee Relations, Payroll, Strategic Planning, Microsoft Office, Training, Coaching, Analysis, Process Improvement, Leadership, Management, 401k, Vendor Management, Team Building, Business Strategy, Project Planning, Project Management, Project Coordination, Business Process..., LATAM, Workers Compensation, International Payroll, Short Term Disability, PeopleSoft, Workbrain, ADP Payroll
Education
University of Central Florida - College of Business Administration 1999 — 2004
Bachelors, Marketing, Management
Elizabeth Rivard Elizabeth Rivard's The Newport Group Experience May 2014 - Present
Job Policy Administrator at The Newport Group
Industry Financial Services
Experience
The Newport Group May 2014 - Present
Northwestern Mutual August 2011 - May 2014
Masten, Lyerly, Peterson & Denbo, LLC October 2009 - August 2011
Skills
Long Term Care Insurance, Life Insurance, Disability Insurance, Marketing, Long-term Care, Insurance
Education
University of Central Florida - College of Business Administration 2008 — 2012
Bachelor of Business Administration (BBA), General Business
Satellite High School 2004 — 2008
The Newport Group May 2014 - Present
Northwestern Mutual August 2011 - May 2014
Masten, Lyerly, Peterson & Denbo, LLC October 2009 - August 2011
Skills
Long Term Care Insurance, Life Insurance, Disability Insurance, Marketing, Long-term Care, Insurance
Education
University of Central Florida - College of Business Administration 2008 — 2012
Bachelor of Business Administration (BBA), General Business
Satellite High School 2004 — 2008
Sean Devlin Sean Devlin's The Newport Group Experience July 2010 - Present
Job Senior Consultant at The Newport Group
Industry Financial Services
Experience
The Newport Group July 2010 - Present
Promus Financial April 2006 - July 2010
Andesa Strategies, Inc October 2002 - April 2006
ICMG August 1996 - October 2002
Education
University of Delaware 1991 — 1996
BA
The Newport Group July 2010 - Present
Promus Financial April 2006 - July 2010
Andesa Strategies, Inc October 2002 - April 2006
ICMG August 1996 - October 2002
Education
University of Delaware 1991 — 1996
BA
Kelly Mora-Romero's The Newport Group Experience February 2014 - Present
Job Retirement Plan Account Analyst at The Newport Group
Industry Insurance
Experience
The Newport Group February 2014 - Present
Allstate September 2013 - January 2014
Target June 2010 - September 2013
Skills
Customer Service, Teamwork, Microsoft Office, Team Leadership, Microsoft Word, Retail, Microsoft Excel, Marketing, Bilingual, Friendly Personality, Spanish-speaking, Hardwork, Creative Writing, Spanish, International Business, Fast-paced, Insurance, Automobile, Retirement Planning, Online Publishing, Qualified Retirement..., 401k, 401k Rollovers, Self Directed IRA, Stock Trading, Employee Training
Education
University of South Florida 2012 — 2016
Bachelor's degree, Global Business and Marketing, Senior
University of South Florida 2012 — 2014
Mass Communication - Minor, Mass Communication/Media Studies
Saint Petersburg College 2010 — 2012
Associate of Arts and Sciences (A.A.S.), General Studies
The Newport Group February 2014 - Present
Allstate September 2013 - January 2014
Target June 2010 - September 2013
Skills
Customer Service, Teamwork, Microsoft Office, Team Leadership, Microsoft Word, Retail, Microsoft Excel, Marketing, Bilingual, Friendly Personality, Spanish-speaking, Hardwork, Creative Writing, Spanish, International Business, Fast-paced, Insurance, Automobile, Retirement Planning, Online Publishing, Qualified Retirement..., 401k, 401k Rollovers, Self Directed IRA, Stock Trading, Employee Training
Education
University of South Florida 2012 — 2016
Bachelor's degree, Global Business and Marketing, Senior
University of South Florida 2012 — 2014
Mass Communication - Minor, Mass Communication/Media Studies
Saint Petersburg College 2010 — 2012
Associate of Arts and Sciences (A.A.S.), General Studies
Jon Jack Bryan Jon Jack Bryan's The Newport Group Experience May 1983 - Present
Job PROJECT MGR at The Newport Group
Industry Financial Services
Experience
The Newport Group May 1983 - Present
Skills
Construction Management
Education
University of Southern California
BS ACCOUNTING
The Newport Group May 1983 - Present
Skills
Construction Management
Education
University of Southern California
BS ACCOUNTING
Judi Tilley Judi Tilley's The Newport Group Experience July 2003 - Present
Job
Industry Financial Services
Experience
The Newport Group July 2003 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, Time Management, Data Entry, Spanish, Software Documentation, Event Planning, Access, Administrative..., Outstanding..., Administrative..., Management, Strategic Planning, Employee Benefits
Education
University of Richmond 1977 — 1981
Bachelor of Arts (B.A.), Spanish
Lee-Davis High School 1974 — 1977
The Newport Group July 2003 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, Time Management, Data Entry, Spanish, Software Documentation, Event Planning, Access, Administrative..., Outstanding..., Administrative..., Management, Strategic Planning, Employee Benefits
Education
University of Richmond 1977 — 1981
Bachelor of Arts (B.A.), Spanish
Lee-Davis High School 1974 — 1977
Nozell Tolentino Nozell Tolentino's The Newport Group Experience July 2014 - Present
Job Client Relationship Manager at The Newport Group
Industry Financial Services
Experience
The Newport Group July 2014 - Present
MullinTBG, a Prudential Financial company September 2013 - July 2014
MullinTBG, a Prudential Financial company August 2011 - September 2013
MullinTBG, a Prudential Financial company October 2009 - August 2011
MullinTBG, a Prudential Financial company June 2007 - October 2009
TBG Financial June 2005 - June 2007
TBG Financial August 2003 - June 2005
Skills
Business Analysis, Customer Service, Insurance, Financial Services, Employee Benefits, 401k, Training, Visio, CRM, Investments, Team Leadership, Retirement
Education
University of Southern California 1989 — 1995
The Newport Group July 2014 - Present
MullinTBG, a Prudential Financial company September 2013 - July 2014
MullinTBG, a Prudential Financial company August 2011 - September 2013
MullinTBG, a Prudential Financial company October 2009 - August 2011
MullinTBG, a Prudential Financial company June 2007 - October 2009
TBG Financial June 2005 - June 2007
TBG Financial August 2003 - June 2005
Skills
Business Analysis, Customer Service, Insurance, Financial Services, Employee Benefits, 401k, Training, Visio, CRM, Investments, Team Leadership, Retirement
Education
University of Southern California 1989 — 1995
Jamie Roach Jamie Roach's The Newport Group Experience August 2006 - Present
Job Relationship Manager at The Newport Group
Industry Financial Services
Experience
The Newport Group August 2006 - Present
The Newport Group February 2002 - August 2006
Skills
401k, Defined Benefit, Retirement, Defined Contribution, Mutual Funds, Financial Services, Revenue Share, Microsoft Access
Education
University of Massachusetts, Amherst 1995 — 1999
Bachelors of Science, Mathematics w/ minor in Economics
The Newport Group August 2006 - Present
The Newport Group February 2002 - August 2006
Skills
401k, Defined Benefit, Retirement, Defined Contribution, Mutual Funds, Financial Services, Revenue Share, Microsoft Access
Education
University of Massachusetts, Amherst 1995 — 1999
Bachelors of Science, Mathematics w/ minor in Economics
Joseph Cosentino, AIF® Joseph Cosentino, AIF®'s The Newport Group Experience February 2010 - January 2012
Job Vice President at CAPTRUST Financial Advisors
Industry Financial Services
Experience
CAPTRUST Financial Advisors February 2012 - Present
The Newport Group February 2010 - January 2012
RSA June 2009 - December 2009
Putnam Investments April 2006 - February 2009
Putnam Investments May 1995 - April 2006
United States Air Force 1987 - 1990
Skills
401k, Defined Benefit, Retirement, Retirement Plan..., Financial Services, Qualified Retirement..., Asset Allocation, Pensions, Investment Advisory, 403 b, Non-Qualified Deferred..., Investments, Retirement Planning, Mutual Funds, ERISA, Relationship Management, Risk Management, Fiduciary Services, Mergers & Acquisitions, Vendor Management
Education
University of Connecticut 1990 — 1993
BA, Political Science/Economics
Norwich Free Academy
CAPTRUST Financial Advisors February 2012 - Present
The Newport Group February 2010 - January 2012
RSA June 2009 - December 2009
Putnam Investments April 2006 - February 2009
Putnam Investments May 1995 - April 2006
United States Air Force 1987 - 1990
Skills
401k, Defined Benefit, Retirement, Retirement Plan..., Financial Services, Qualified Retirement..., Asset Allocation, Pensions, Investment Advisory, 403 b, Non-Qualified Deferred..., Investments, Retirement Planning, Mutual Funds, ERISA, Relationship Management, Risk Management, Fiduciary Services, Mergers & Acquisitions, Vendor Management
Education
University of Connecticut 1990 — 1993
BA, Political Science/Economics
Norwich Free Academy
Stephanie Aves Stephanie Aves's The Newport Group Experience September 2011 - Present
Job Application Support Specialist at The Newport Group
Industry Financial Services
Experience
The Newport Group September 2011 - Present
Clark Consulting March 2005 - February 2011
Clark Consulting March 2002 - February 2005
Clark Consulting November 1998 - February 2002
Clark Consulting March 1995 - October 1998
Clark Consulting March 1990 - February 1995
Assurance Life Insurance Company April 1989 - March 1990
Skills
Product Management, Internal Audit, Database Administration, Quality Assurance, Financial Analysis, Business Planning, Leadership, Financial Reporting, Insurance, Process Improvement, Business Analysis, Software Documentation, Requirements Analysis, SDLC, Vendor Management, Databases, SQL, Financial Services, Defined Benefit, Employee Benefits, Human Resources, Sarbanes-Oxley Act, Project Management, Analysis, Training, Banking, Program Management
Education
University of North Texas
BBA, Economics
The Newport Group September 2011 - Present
Clark Consulting March 2005 - February 2011
Clark Consulting March 2002 - February 2005
Clark Consulting November 1998 - February 2002
Clark Consulting March 1995 - October 1998
Clark Consulting March 1990 - February 1995
Assurance Life Insurance Company April 1989 - March 1990
Skills
Product Management, Internal Audit, Database Administration, Quality Assurance, Financial Analysis, Business Planning, Leadership, Financial Reporting, Insurance, Process Improvement, Business Analysis, Software Documentation, Requirements Analysis, SDLC, Vendor Management, Databases, SQL, Financial Services, Defined Benefit, Employee Benefits, Human Resources, Sarbanes-Oxley Act, Project Management, Analysis, Training, Banking, Program Management
Education
University of North Texas
BBA, Economics
Joseph Lewinski Joseph Lewinski's The Newport Group Experience October 2014 - Present
Job Client Service Manager at The Newport Group
Industry Insurance
Experience
The Newport Group October 2014 - Present
Express Scripts October 2012 - October 2014
University of Minnesota September 2008 - October 2012
University of Minnesota October 2010 - May 2012
Water Street Brewery June 2009 - August 2010
Skills
Respectfull, Courteous, Organization, Time Management, Close Attention to..., Flexibility, Reliable, Customer Service, Customer Satisfaction, Creativity, Intelligence, Highly responsible, Team Management, Microsoft Office, PowerPoint, Public Speaking, Microsoft Word, Quantitative Analytics, Training
Education
University of Minnesota-Twin Cities 2008 — 2012
Bachelor of Science (BS), Actuarial Science
The Newport Group October 2014 - Present
Express Scripts October 2012 - October 2014
University of Minnesota September 2008 - October 2012
University of Minnesota October 2010 - May 2012
Water Street Brewery June 2009 - August 2010
Skills
Respectfull, Courteous, Organization, Time Management, Close Attention to..., Flexibility, Reliable, Customer Service, Customer Satisfaction, Creativity, Intelligence, Highly responsible, Team Management, Microsoft Office, PowerPoint, Public Speaking, Microsoft Word, Quantitative Analytics, Training
Education
University of Minnesota-Twin Cities 2008 — 2012
Bachelor of Science (BS), Actuarial Science
Bonnie Landaverdy's The Newport Group Experience December 2013 - June 2014
Job College Graduate
Industry Research
Experience
Living Arts College September 2014 - Present
The Newport Group December 2013 - June 2014
Champs Sports June 2010 - March 2014
UNC Greensboro July 2013 - December 2013
Credo Higher Ed June 2012 - May 2013
University of North Carolina Association of Student Governments July 2012 - April 2013
The Carolinian - UNCG Student Newspaper August 2010 - October 2012
Office of the Provost - UNCG August 2011 - May 2012
Skills
Data Research, Administrative..., Microsoft Excel, Data Analysis, Politics, Social Networking, Social Skills, Microsoft Word, Leadership, Data Mining, Literature Reviews, Social Media, Public Relations, Community Outreach, Critical Thinking, Event Planning, Higher Education, Spanish, Public Speaking, Facebook, Research, Marketing, Customer Service
Education
University of North Carolina at Greensboro 2009 — 2013
Bachelor's degree, Economics and Political Science, Senior
Living Arts College September 2014 - Present
The Newport Group December 2013 - June 2014
Champs Sports June 2010 - March 2014
UNC Greensboro July 2013 - December 2013
Credo Higher Ed June 2012 - May 2013
University of North Carolina Association of Student Governments July 2012 - April 2013
The Carolinian - UNCG Student Newspaper August 2010 - October 2012
Office of the Provost - UNCG August 2011 - May 2012
Skills
Data Research, Administrative..., Microsoft Excel, Data Analysis, Politics, Social Networking, Social Skills, Microsoft Word, Leadership, Data Mining, Literature Reviews, Social Media, Public Relations, Community Outreach, Critical Thinking, Event Planning, Higher Education, Spanish, Public Speaking, Facebook, Research, Marketing, Customer Service
Education
University of North Carolina at Greensboro 2009 — 2013
Bachelor's degree, Economics and Political Science, Senior
Adam Merrill's The Newport Group Experience November 2014 - Present
Job Implementation Project Manager
Industry Financial Services
Experience
The Newport Group November 2014 - Present
The Newport Group August 2011 - November 2014
Clark Consulting September 2009 - August 2011
Bank of America May 2007 - August 2009
Skills
Employee Benefits, Insurance, Retirement, Mutual Funds, Retirement Planning, Investments, Customer Service, Benefits Administration, Account Management, Financial Services, Asset Allocation, Pensions, Hustle, New Business Development, Disability Insurance, Management, Defined Benefit, Financial Analysis, Leadership, Finance
Education
University of North Texas 2006 — 2008
BA
highland park 2000 — 2002
cohasset 1997 — 2000
The Newport Group November 2014 - Present
The Newport Group August 2011 - November 2014
Clark Consulting September 2009 - August 2011
Bank of America May 2007 - August 2009
Skills
Employee Benefits, Insurance, Retirement, Mutual Funds, Retirement Planning, Investments, Customer Service, Benefits Administration, Account Management, Financial Services, Asset Allocation, Pensions, Hustle, New Business Development, Disability Insurance, Management, Defined Benefit, Financial Analysis, Leadership, Finance
Education
University of North Texas 2006 — 2008
BA
highland park 2000 — 2002
cohasset 1997 — 2000
Andrew Battad Andrew Battad's The Newport Group Experience December 2012 - November 2014
Job Actuarial Analyst at Verisight, Inc
Industry Financial Services
Experience
Verisight, Inc June 2015 - Present
The Newport Group December 2012 - November 2014
Gold & More January 2011 - August 2012
Apex Insurance Managers January 2008 - February 2009
Huntington Learning Center July 2007 - June 2008
Skills
Actuarial Science, Microsoft Office, Microsoft Excel, Statistics, Managerial Skills, Customer Service, Organization, Analysis, Microsoft Word, Microsoft Access, PowerPoint, QuickBooks, Visual Basic, Mathematics, Statistical Data..., Actuarial Exams, Analytical Skills, Strategic Communications, Statistical Modeling, Data Analysis, Close Attention to..., Priority Management, Positive Team Player, Leadership, Critical Thinking, Insurance, Communication, Management, Data Entry, Quantitative, Team Leadership, Interpersonal Skill, Oral & Written..., Problem Solving, Judgment, self motivated, Adaptability, ProVal, FT Williams
Education
University of Illinois at Chicago 2002 — 2007
Bachelor of Science (BS), Mathematics
Verisight, Inc June 2015 - Present
The Newport Group December 2012 - November 2014
Gold & More January 2011 - August 2012
Apex Insurance Managers January 2008 - February 2009
Huntington Learning Center July 2007 - June 2008
Skills
Actuarial Science, Microsoft Office, Microsoft Excel, Statistics, Managerial Skills, Customer Service, Organization, Analysis, Microsoft Word, Microsoft Access, PowerPoint, QuickBooks, Visual Basic, Mathematics, Statistical Data..., Actuarial Exams, Analytical Skills, Strategic Communications, Statistical Modeling, Data Analysis, Close Attention to..., Priority Management, Positive Team Player, Leadership, Critical Thinking, Insurance, Communication, Management, Data Entry, Quantitative, Team Leadership, Interpersonal Skill, Oral & Written..., Problem Solving, Judgment, self motivated, Adaptability, ProVal, FT Williams
Education
University of Illinois at Chicago 2002 — 2007
Bachelor of Science (BS), Mathematics
Larry Celniker Larry Celniker's The Newport Group Experience January 2008 - Present
Job Wealth Management Advisor at LPL Financial
Industry Financial Services
Experience
LPL Financial March 2015 - Present
The Newport Group January 2008 - Present
Northwestern Mutual Financial Network August 1985 - February 2015
Skills
Retirement, Life Insurance, Strategic Financial..., Wealth Management, Finance, Portfolio Management, Estate Planning, Financial Analysis, Mutual Funds, 401k, Asset Management, Investments, Asset Managment
Education
University of Richmond 1981 — 1985
BS, Business Administration
LPL Financial March 2015 - Present
The Newport Group January 2008 - Present
Northwestern Mutual Financial Network August 1985 - February 2015
Skills
Retirement, Life Insurance, Strategic Financial..., Wealth Management, Finance, Portfolio Management, Estate Planning, Financial Analysis, Mutual Funds, 401k, Asset Management, Investments, Asset Managment
Education
University of Richmond 1981 — 1985
BS, Business Administration
David Broach David Broach's The Newport Group Experience December 2003 - March 2010
Job Business Minded IT Strategist with Technical Acumen
Industry Banking
Experience
Third Security, LLC March 2015 - Present
StellarOne Bank April 2010 - May 2014
The Newport Group December 2003 - March 2010
Cabarrus County Government January 1999 - November 2003
Voyager Transportation December 1990 - May 1997
Skills
Security, Data Center, Disaster Recovery, Enterprise Software, Network Administration, Information Technology, Process Improvement, Active Directory, VMware, IT Strategy, Vendor Management, Integration, Change Management, Budget Administration, IT Procurement, Continuous Improvement, Technical Leadership, Project Management, Strategic Planning, Vendor Partnerships, IT Infrastructure Design, Mentoring, Coaching Staff, Operations Management, Benefit Cost Analysis, Contract Negotiation, IT Security Policies, IT Security Operations, Team Leadership, Team Building, IT Business Strategy, Networking, Management, Budgets
Education
University of North Carolina at Greensboro
Master of Business Administration (M.B.A.)
University of North Carolina at Greensboro
Bachelor of Science (B.S.), Business Administration
Third Security, LLC March 2015 - Present
StellarOne Bank April 2010 - May 2014
The Newport Group December 2003 - March 2010
Cabarrus County Government January 1999 - November 2003
Voyager Transportation December 1990 - May 1997
Skills
Security, Data Center, Disaster Recovery, Enterprise Software, Network Administration, Information Technology, Process Improvement, Active Directory, VMware, IT Strategy, Vendor Management, Integration, Change Management, Budget Administration, IT Procurement, Continuous Improvement, Technical Leadership, Project Management, Strategic Planning, Vendor Partnerships, IT Infrastructure Design, Mentoring, Coaching Staff, Operations Management, Benefit Cost Analysis, Contract Negotiation, IT Security Policies, IT Security Operations, Team Leadership, Team Building, IT Business Strategy, Networking, Management, Budgets
Education
University of North Carolina at Greensboro
Master of Business Administration (M.B.A.)
University of North Carolina at Greensboro
Bachelor of Science (B.S.), Business Administration
Griffin S. Jenkins Griffin S. Jenkins's The Newport Group Experience October 2013 - Present
Job Senior Processing Specialist at The Newport Group
Industry Financial Services
Experience
The Newport Group October 2013 - Present
The Newport Group December 2011 - October 2013
The Hartford July 2011 - January 2012
The Hartford September 2010 - July 2011
Cubco, Inc. June 2008 - May 2010
Skills
Management, Software Documentation, Microsoft Office, Customer Service, Sales, Finance, Insurance
Education
University of Central Florida - College of Business Administration 2006 — 2010
BS, Finance
The Newport Group October 2013 - Present
The Newport Group December 2011 - October 2013
The Hartford July 2011 - January 2012
The Hartford September 2010 - July 2011
Cubco, Inc. June 2008 - May 2010
Skills
Management, Software Documentation, Microsoft Office, Customer Service, Sales, Finance, Insurance
Education
University of Central Florida - College of Business Administration 2006 — 2010
BS, Finance
Steve Eisenstein's The Newport Group Experience July 2010 - Present
Job Director, Actuarial and Defined Benefit Services at The Newport Group
Industry Human Resources
Experience
The Newport Group July 2010 - Present
Ernst & Young June 2001 - August 2009
Buck Consultants September 2000 - May 2001
Aon Consulting December 1998 - September 2000
KPMG October 1991 - December 1998
Hewitt Associates June 1986 - September 1991
Skills
Retirement Plan..., Qualified Retirement..., Nonqualified Retirement..., Defined Benefit, Defined Contribution, Pensions, Pension Administration, Accounting for..., Pension Funding, Retirement Plan Design, Pension Plan Termination, Pension Exit Strategy, Actuarial Science, Employee Benefits, Accounting, Communication, Mergers & Acquisitions, ERISA, Asset Management, Health Insurance, Pension Funds, Deferred Compensation, Retirement Planning, Due Diligence, Financial Services, Benefits Administration, Insurance, Executive Pay, Retirement, Finance, Leadership, Human Resources, Internal Controls, Internal Audit, Auditing
Education
University of Illinois at Urbana-Champaign 1981 — 1986
BS, Actuarial Science
The Newport Group July 2010 - Present
Ernst & Young June 2001 - August 2009
Buck Consultants September 2000 - May 2001
Aon Consulting December 1998 - September 2000
KPMG October 1991 - December 1998
Hewitt Associates June 1986 - September 1991
Skills
Retirement Plan..., Qualified Retirement..., Nonqualified Retirement..., Defined Benefit, Defined Contribution, Pensions, Pension Administration, Accounting for..., Pension Funding, Retirement Plan Design, Pension Plan Termination, Pension Exit Strategy, Actuarial Science, Employee Benefits, Accounting, Communication, Mergers & Acquisitions, ERISA, Asset Management, Health Insurance, Pension Funds, Deferred Compensation, Retirement Planning, Due Diligence, Financial Services, Benefits Administration, Insurance, Executive Pay, Retirement, Finance, Leadership, Human Resources, Internal Controls, Internal Audit, Auditing
Education
University of Illinois at Urbana-Champaign 1981 — 1986
BS, Actuarial Science
Cameron Cooke's The Newport Group Experience 2007 - 2008
Job Campaign Manager at Lincoln Financial Group
Industry Marketing and Advertising
Experience
Lincoln Financial Group November 2009 - Present
Market America October 2008 - February 2010
The Newport Group 2007 - 2008
The Todd Organization 2006 - 2007
Skills
Social Media Marketing, Email Marketing, Marketing Communications, Marketing Strategy, Marketing, Online Marketing
Education
University of North Carolina at Greensboro 2002 — 2005
Bachelor of Science, Business Administration, Marketing Concentration
Lincoln Financial Group November 2009 - Present
Market America October 2008 - February 2010
The Newport Group 2007 - 2008
The Todd Organization 2006 - 2007
Skills
Social Media Marketing, Email Marketing, Marketing Communications, Marketing Strategy, Marketing, Online Marketing
Education
University of North Carolina at Greensboro 2002 — 2005
Bachelor of Science, Business Administration, Marketing Concentration
Laura Ann Holland Laura Ann Holland's The Newport Group Experience April 2010 - September 2011
Job Executive Assistant to CEO at DraftKings, Inc.
Industry Sports
Experience
DraftKings, Inc. December 2013 - Present
J.Hilburn Men's Custom Clothier August 2012 - January 2015
Jet Concepts, Inc. October 2012 - May 2013
TSOA International December 2011 - September 2012
The Newport Group April 2010 - September 2011
The Newport Group September 2006 - April 2010
Orlando Health October 2005 - September 2006
Skills
Event Planning, Microsoft Office, Marketing, Strategic Planning, Customer Service, Event Management, Marketing Communications, Social Media Marketing, Sales, Marketing Strategy, Public Relations, Social Media, Retail, Microsoft Word, Microsoft Excel
Education
University of Florida 2000 — 2004
Bachelor's Degree, Commerical Recreation & Hospitality Management
Climer School of Real Estate 2009 — 2010
Licensed Sales Associate, Real Estate
J. Hilburn's New Style Consultant Training 2012 — 2012
New Style Consultant Training Certification, J. Hilburn Men's Clothier, Graduated
Bartow High School 1996 — 2000
DraftKings, Inc. December 2013 - Present
J.Hilburn Men's Custom Clothier August 2012 - January 2015
Jet Concepts, Inc. October 2012 - May 2013
TSOA International December 2011 - September 2012
The Newport Group April 2010 - September 2011
The Newport Group September 2006 - April 2010
Orlando Health October 2005 - September 2006
Skills
Event Planning, Microsoft Office, Marketing, Strategic Planning, Customer Service, Event Management, Marketing Communications, Social Media Marketing, Sales, Marketing Strategy, Public Relations, Social Media, Retail, Microsoft Word, Microsoft Excel
Education
University of Florida 2000 — 2004
Bachelor's Degree, Commerical Recreation & Hospitality Management
Climer School of Real Estate 2009 — 2010
Licensed Sales Associate, Real Estate
J. Hilburn's New Style Consultant Training 2012 — 2012
New Style Consultant Training Certification, J. Hilburn Men's Clothier, Graduated
Bartow High School 1996 — 2000
Andrew Oliphant Andrew Oliphant's The Newport Group Experience June 2000 - Present
Job Vice President, Retirement Services at The Newport Group
Industry Financial Services
Experience
The Newport Group June 2000 - Present
KPMG Consulting June 1998 - June 2000
Schwab Retirement Technologies formerly TrustMark 1996 - June 2000
Actuarial Consulting Group 1989 - 1996
Skills
401k, Retirement, Retirement Services, Pensions, Series 63, ERISA, Asset Allocation, Defined Benefit, Retirement Planning, Actuarial Science, Financial Services, Wealth Management, Defined Contribution, Mutual Funds, Series 7, Series 6, Securities, FINRA, Investment Advisory, Investments, Employee Benefits, Relationship Management
Education
University of North Carolina at Greensboro 1983 — 1987
BS, Finance
University of North Carolina at Greensboro 1983 — 1987
BA, Political Science
The Newport Group June 2000 - Present
KPMG Consulting June 1998 - June 2000
Schwab Retirement Technologies formerly TrustMark 1996 - June 2000
Actuarial Consulting Group 1989 - 1996
Skills
401k, Retirement, Retirement Services, Pensions, Series 63, ERISA, Asset Allocation, Defined Benefit, Retirement Planning, Actuarial Science, Financial Services, Wealth Management, Defined Contribution, Mutual Funds, Series 7, Series 6, Securities, FINRA, Investment Advisory, Investments, Employee Benefits, Relationship Management
Education
University of North Carolina at Greensboro 1983 — 1987
BS, Finance
University of North Carolina at Greensboro 1983 — 1987
BA, Political Science
Ryan Quigley Ryan Quigley'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
The Newport Group September 2008 - May 2013
The Newport Group June 2007 - September 2008
Hewitt Associates 2000 - 2007
Skills
ERISA, 401k, Executive Pay, Pensions, Retirement, Benefits Administration, Deferred Compensation, Asset Allocation, Retirement Planning, Insurance, Investments, Equities, Vendor Management
Education
University of Phoenix 2000 — 2002
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of North Florida 1996 — 1999
Bachelor of Science (B.S.), Health Science
The Newport Group May 2013 - Present
The Newport Group September 2008 - May 2013
The Newport Group June 2007 - September 2008
Hewitt Associates 2000 - 2007
Skills
ERISA, 401k, Executive Pay, Pensions, Retirement, Benefits Administration, Deferred Compensation, Asset Allocation, Retirement Planning, Insurance, Investments, Equities, Vendor Management
Education
University of Phoenix 2000 — 2002
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of North Florida 1996 — 1999
Bachelor of Science (B.S.), Health Science
Tiffany Lobo Tiffany Lobo's The Newport Group Experience June 2013 - Present
Job Processing Specialist, NonQualified Operation at The Newport Group
Industry Financial Services
Experience
The Newport Group June 2013 - Present
CBS Outdoor May 2012 - May 2013
Skills
Account Management, Advertising, Advertising Sales, Marketing Communications, Direct Marketing, New Business Development, Lead Generation, Marketing, Sales Management, Cold Calling, Email Marketing, Sales, Sales Process, Outdoor Advertising, Sales Presentations, Online Advertising, Digital Marketing, Media Planning, Market Planning, Product Marketing
Education
University of North Florida 2005 — 2011
B.A., Economics
The Newport Group June 2013 - Present
CBS Outdoor May 2012 - May 2013
Skills
Account Management, Advertising, Advertising Sales, Marketing Communications, Direct Marketing, New Business Development, Lead Generation, Marketing, Sales Management, Cold Calling, Email Marketing, Sales, Sales Process, Outdoor Advertising, Sales Presentations, Online Advertising, Digital Marketing, Media Planning, Market Planning, Product Marketing
Education
University of North Florida 2005 — 2011
B.A., Economics
Kurt Snyder's The Newport Group Experience January 2014 - Present
Job National Marketing Director at The Newport Group
Industry Financial Services
Experience
The Newport Group January 2014 - Present
The Todd Organization April 2002 - October 2007
Skills
401k, Retirement, Employee Benefits, Insurance, Life Insurance, Mutual Funds, Series 63, Executive Pay, Financial Modeling, Deferred Compensation, Finance, Defined Benefit, Investments, Series 6, Analysis, Pensions, Portfolio Management, Retirement Planning, Investment Advisory, Financial Services, BOLI
Education
University of North Carolina at Greensboro 1999 — 2002
Bachelor’s Degree, Economics
University of North Carolina at Chapel Hill 1998 — 1999
Biology & Finance
The Newport Group January 2014 - Present
The Todd Organization April 2002 - October 2007
Skills
401k, Retirement, Employee Benefits, Insurance, Life Insurance, Mutual Funds, Series 63, Executive Pay, Financial Modeling, Deferred Compensation, Finance, Defined Benefit, Investments, Series 6, Analysis, Pensions, Portfolio Management, Retirement Planning, Investment Advisory, Financial Services, BOLI
Education
University of North Carolina at Greensboro 1999 — 2002
Bachelor’s Degree, Economics
University of North Carolina at Chapel Hill 1998 — 1999
Biology & Finance
Maria Goncalves, QKA Maria Goncalves, QKA's The Newport Group Experience 2009 - Present
Job Qualified Plan Consultant at The Newport Group
Industry Financial Services
Experience
The Newport Group 2009 - Present
SunTrust Bank 2000 - 2009
SunTrust Bank 1999 - 2000
SunTrust Bank 1998 - 1999
SunTrust Bank 1995 - 1998
Dean Witter Reynolds, Inc. 1994 - 1995
Skills
Fiduciary Consulting, Institutional, Plan Management, Fiduciary Oversight, 401k, Vendor Searches, ERISA, Due Diligence, Client Service, QKA, Employee Benefits, Defined Contribution, Fiduciary Management, Vendors, Management, Pensions, Retirement Planning, Defined Benefit, Financial Services, Securities, Mutual Funds, CRM, Retirement, Relationship Management, Investments
Education
University of Central Florida - College of Business Administration
BSBA, Finance
The Newport Group 2009 - Present
SunTrust Bank 2000 - 2009
SunTrust Bank 1999 - 2000
SunTrust Bank 1998 - 1999
SunTrust Bank 1995 - 1998
Dean Witter Reynolds, Inc. 1994 - 1995
Skills
Fiduciary Consulting, Institutional, Plan Management, Fiduciary Oversight, 401k, Vendor Searches, ERISA, Due Diligence, Client Service, QKA, Employee Benefits, Defined Contribution, Fiduciary Management, Vendors, Management, Pensions, Retirement Planning, Defined Benefit, Financial Services, Securities, Mutual Funds, CRM, Retirement, Relationship Management, Investments
Education
University of Central Florida - College of Business Administration
BSBA, Finance
Colby Shreve Colby Shreve's The Newport Group Experience July 2014 - Present
Job Plan Administrator at The Newport Group
Industry Financial Services
Experience
The Newport Group July 2014 - Present
ClubLink September 2007 - June 2014
University of Florida May 2011 - May 2012
ClubCorp September 2010 - May 2012
Skills
Criminology, Customer Service, Public Speaking, Public Relations, SPSS, Hospitality Management, Team Leadership, Mac OS, Microsoft Technologies, Building Relationships, Golf Course Management, Operations Management, Microsoft Office, Event Management, Event Planning, Non-Qualified Deferred..., Team Building, Social Media, Microsoft Excel, Sales, Management, PowerPoint, Time Management, Leadership
Education
University of Florida
Bachelor's Degree, Criminology & Law
The Newport Group July 2014 - Present
ClubLink September 2007 - June 2014
University of Florida May 2011 - May 2012
ClubCorp September 2010 - May 2012
Skills
Criminology, Customer Service, Public Speaking, Public Relations, SPSS, Hospitality Management, Team Leadership, Mac OS, Microsoft Technologies, Building Relationships, Golf Course Management, Operations Management, Microsoft Office, Event Management, Event Planning, Non-Qualified Deferred..., Team Building, Social Media, Microsoft Excel, Sales, Management, PowerPoint, Time Management, Leadership
Education
University of Florida
Bachelor's Degree, Criminology & Law
Laura Bacik Laura Bacik's The Newport Group Experience August 2010 - February 2015
Job Project Manager, Retirement Plan Services at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group February 2015 - Present
The Newport Group August 2010 - February 2015
The Newport Group April 2008 - October 2010
The Newport Group May 2006 - April 2008
Carolina Neuroservices June 2004 - May 2006
Skills
401k, Retirement, Process Improvement, Business Analysis, Microsoft Excel, Strategic Planning, Strategic Financial..., Financial Services, Leadership, Finance
Education
University of North Carolina at Charlotte - Belk College of Business 2007 — 2010
MBA, Management
Winthrop University 2000 — 2004
Bachelors, Psychology, Math
Lincoln Financial Group February 2015 - Present
The Newport Group August 2010 - February 2015
The Newport Group April 2008 - October 2010
The Newport Group May 2006 - April 2008
Carolina Neuroservices June 2004 - May 2006
Skills
401k, Retirement, Process Improvement, Business Analysis, Microsoft Excel, Strategic Planning, Strategic Financial..., Financial Services, Leadership, Finance
Education
University of North Carolina at Charlotte - Belk College of Business 2007 — 2010
MBA, Management
Winthrop University 2000 — 2004
Bachelors, Psychology, Math
Steven Shuman Steven Shuman's The Newport Group Experience July 2010 - August 2011
Job Business Solutions Consultant at Andesa Services, Inc.
Industry Financial Services
Experience
Andesa Services, Inc. September 2015 - Present
VALIC April 2014 - September 2015
Evershore Financial Group September 2013 - March 2014
The Newport Group July 2010 - August 2011
MetLife - Specialized Benefit Resources July 2002 - July 2010
General American Life March 1999 - March 2002
New England Financial March 1995 - March 1999
American Financial Systems, Inc. March 1992 - March 1995
Chubb LifeAmerica March 1989 - March 1992
The New England Life Insurance Company March 1983 - March 1989
Skills
Insurance, Employee Benefits, Investments, Life Insurance, Estate Planning, Strategic Financial..., Financial Services, Mutual Funds, Retirement, Financial Analysis
Education
University of Massachusetts, Amherst 1978 — 1982
B.A., Economics
Andesa Services, Inc. September 2015 - Present
VALIC April 2014 - September 2015
Evershore Financial Group September 2013 - March 2014
The Newport Group July 2010 - August 2011
MetLife - Specialized Benefit Resources July 2002 - July 2010
General American Life March 1999 - March 2002
New England Financial March 1995 - March 1999
American Financial Systems, Inc. March 1992 - March 1995
Chubb LifeAmerica March 1989 - March 1992
The New England Life Insurance Company March 1983 - March 1989
Skills
Insurance, Employee Benefits, Investments, Life Insurance, Estate Planning, Strategic Financial..., Financial Services, Mutual Funds, Retirement, Financial Analysis
Education
University of Massachusetts, Amherst 1978 — 1982
B.A., Economics
Lauren Salerno's The Newport Group Experience December 2013 - Present
Job Senior Policy Administrator at The Newport Group
Industry Financial Services
Experience
The Newport Group December 2013 - Present
Northwestern Mutual March 2011 - December 2013
Publix June 2003 - October 2011
Nestlé Nespresso/Bloomingdale's September 2010 - April 2011
Skills
Sales, Customer Service, Retirement Planning, Microsoft Office, Investments, Life Insurance, Disability Insurance, Finance, Management, Employee Benefits, Time Management, Marketing, Insurance
Education
University of Central Florida 2006 — 2010
Bachelor, Science Business Administration, Management in Human Resources
The Newport Group December 2013 - Present
Northwestern Mutual March 2011 - December 2013
Publix June 2003 - October 2011
Nestlé Nespresso/Bloomingdale's September 2010 - April 2011
Skills
Sales, Customer Service, Retirement Planning, Microsoft Office, Investments, Life Insurance, Disability Insurance, Finance, Management, Employee Benefits, Time Management, Marketing, Insurance
Education
University of Central Florida 2006 — 2010
Bachelor, Science Business Administration, Management in Human Resources
Jason Willis Jason Willis's The Newport Group Experience December 2011 - Present
Job Senior Investment Analyst, Total Return Swap Services, Series 7, 66
Industry Financial Services
Experience
The Newport Group December 2011 - Present
Alpha Kappa Psi - Central Florida Alumni Chapter March 2012 - December 2013
Mosaic Wealth Management Group, Inc August 2011 - December 2011
Zimmerman, Kiser & Sutcliffe, P.A. November 2006 - March 2011
Skills
Series 7, Asset Allocation, Macro-Economic Analysis, Microsoft Excel, Qualitative Research, Qualitative Market..., Microsoft PowerPoint, Microsoft Office, Mutual Fund Analysis, Financial Analysis, Portfolio Management, 401K Analysis, Mutual Funds, PowerPoint, Creative Writing, Microsoft Word, Leadership, Customer Service, Series 66, Uniform Combined State..., Management, Investments, Analysis, Customer Satisfaction, Investment Advisory, Project Management, Finance, Accounting, Time Management, Retirement Planning, Wealth Management, Access, Financial Advisory, Strategic Financial..., Risk Management, Financial Modeling, Insurance, Financial Services, Banking, Equities, 401k, Data Analysis, Economics, Valuation, Investment Strategies, Asset Management, Equity Research, Financial Reporting, Corporate Finance, Outlook
Education
University of Central Florida - College of Business Administration 2005 — 2011
B.S., Finance
The Newport Group December 2011 - Present
Alpha Kappa Psi - Central Florida Alumni Chapter March 2012 - December 2013
Mosaic Wealth Management Group, Inc August 2011 - December 2011
Zimmerman, Kiser & Sutcliffe, P.A. November 2006 - March 2011
Skills
Series 7, Asset Allocation, Macro-Economic Analysis, Microsoft Excel, Qualitative Research, Qualitative Market..., Microsoft PowerPoint, Microsoft Office, Mutual Fund Analysis, Financial Analysis, Portfolio Management, 401K Analysis, Mutual Funds, PowerPoint, Creative Writing, Microsoft Word, Leadership, Customer Service, Series 66, Uniform Combined State..., Management, Investments, Analysis, Customer Satisfaction, Investment Advisory, Project Management, Finance, Accounting, Time Management, Retirement Planning, Wealth Management, Access, Financial Advisory, Strategic Financial..., Risk Management, Financial Modeling, Insurance, Financial Services, Banking, Equities, 401k, Data Analysis, Economics, Valuation, Investment Strategies, Asset Management, Equity Research, Financial Reporting, Corporate Finance, Outlook
Education
University of Central Florida - College of Business Administration 2005 — 2011
B.S., Finance
Anthony Hatfield Anthony Hatfield's The Newport Group Experience July 2015 - Present
Job Retirement Education Specialist
Industry Financial Services
Experience
The Newport Group July 2015 - Present
MPAY Inc April 2014 - June 2015
Wells Fargo October 2013 - April 2014
Fort Fisher State Historic Site May 2013 - August 2013
UNC Wilmington September 2010 - May 2013
Skills
Research, Public Speaking, American History, Microsoft Word, PowerPoint, Series 65
Education
University of North Carolina at Wilmington 2008 — 2013
Bachelor of Arts (B.A.), Political Science
University of North Carolina at Wilmington 2008 — 2012
Bachelor of Arts (B.A.), History
The Newport Group July 2015 - Present
MPAY Inc April 2014 - June 2015
Wells Fargo October 2013 - April 2014
Fort Fisher State Historic Site May 2013 - August 2013
UNC Wilmington September 2010 - May 2013
Skills
Research, Public Speaking, American History, Microsoft Word, PowerPoint, Series 65
Education
University of North Carolina at Wilmington 2008 — 2013
Bachelor of Arts (B.A.), Political Science
University of North Carolina at Wilmington 2008 — 2012
Bachelor of Arts (B.A.), History
Ashlee Brown's The Newport Group Experience September 2006 - Present
Job Supervisor, NonQualified Operations at The Newport Group
Industry Investment Management
Experience
The Newport Group September 2006 - Present
The Newport Group September 2006 - October 2011
The Yankee Candle Company October 2004 - July 2006
Skills
401k, Microsoft Excel, Finance, Investments, Financial Services, Retirement, Microsoft Office, Outlook, Microsoft Word, Access, SharePoint, Payroll, Financial Analysis, Insurance, PowerPoint, Management, Mutual Funds, Financial Reporting, Accounting, Strategic Planning, Time Management, Analysis
Education
University of Kentucky 2002 — 2006
B.A. Finance & Management, Business Finance, Business Management
The Newport Group September 2006 - Present
The Newport Group September 2006 - October 2011
The Yankee Candle Company October 2004 - July 2006
Skills
401k, Microsoft Excel, Finance, Investments, Financial Services, Retirement, Microsoft Office, Outlook, Microsoft Word, Access, SharePoint, Payroll, Financial Analysis, Insurance, PowerPoint, Management, Mutual Funds, Financial Reporting, Accounting, Strategic Planning, Time Management, Analysis
Education
University of Kentucky 2002 — 2006
B.A. Finance & Management, Business Finance, Business Management
David L Williams David L Williams's The Newport Group Experience July 2002 - December 2007
Job Senior Consultant at CTS, Inc.
Industry Computer Software
Experience
CTS, Inc. August 2012 - Present
Duke Energy Corporation February 2012 - July 2012
Bank of America June 2011 - July 2012
Muzak January 2008 - May 2011
The Newport Group July 2002 - December 2007
Microsoft 2001 - 2002
J.S. Walker May 1998 - May 2001
Skills
SQL Server, JavaScript, HTML, Databases, jQuery, Shell Scripting, ASP.NET AJAX, T-SQL, VB.NET, Visual Studio, C#, ASP.NET, Web Services, ASP, XML, IIS, .NET, XSLT, Unix, CSS, Windows, TFS, SDLC, AJAX, WCF, Web Development, Scrum, SQL, PL/SQL, ASP.NET MVC, Programming, Microsoft SQL Server, SSRS, Access, Software Development, VBScript
Education
University of North Carolina at Charlotte 1991 — 1996
BS, Computer Science
CTS, Inc. August 2012 - Present
Duke Energy Corporation February 2012 - July 2012
Bank of America June 2011 - July 2012
Muzak January 2008 - May 2011
The Newport Group July 2002 - December 2007
Microsoft 2001 - 2002
J.S. Walker May 1998 - May 2001
Skills
SQL Server, JavaScript, HTML, Databases, jQuery, Shell Scripting, ASP.NET AJAX, T-SQL, VB.NET, Visual Studio, C#, ASP.NET, Web Services, ASP, XML, IIS, .NET, XSLT, Unix, CSS, Windows, TFS, SDLC, AJAX, WCF, Web Development, Scrum, SQL, PL/SQL, ASP.NET MVC, Programming, Microsoft SQL Server, SSRS, Access, Software Development, VBScript
Education
University of North Carolina at Charlotte 1991 — 1996
BS, Computer Science
Tony Laudato's The Newport Group Experience March 2011 - July 2012
Job Vice President, Marketing Actuary at Hannover Re
Industry Financial Services
Experience
Hannover Re July 2012 - Present
The Newport Group March 2011 - July 2012
AEGON July 2008 - March 2011
Lincoln Financial Group January 2006 - July 2008
Lincoln Financial Group January 2003 - January 2006
Lincoln Financial Group January 2002 - 2003
Lincoln Financial Group 2000 - 2002
Phoenix Life Insurance Company 1994 - 2000
Skills
Actuarial, Risk Management, Product Development, Reinsurance, Product Life Cycle..., Annuities, Product Innovation, Innovation Management, Long Term Care, Talent Development, Financial Management, Financial Planning, Product Strategy, Product Design, Product Marketing, Customer Service, Sales Management, Actuarial Science, Relationship Development, Building Relationships, Change Management, Account Management, New Business Development, Business Strategy, Business Analysis, Strategic Consulting, Consultative Selling, Mergers, Fixed Annuities, Strategic Financial..., Long-term Care, Product Management, Mergers & Acquisitions, Talent Management, Strategic Planning, Insurance, Life Insurance, Variable Annuities, Retirement, Employee Benefits, Leadership, Financial Risk, Analysis, Pricing, Management, Finance, Managerial Finance, Financial Services
Education
University of Hartford 1990 — 1994
BS, Mathematics, Actuarial Science, English
Hannover Re July 2012 - Present
The Newport Group March 2011 - July 2012
AEGON July 2008 - March 2011
Lincoln Financial Group January 2006 - July 2008
Lincoln Financial Group January 2003 - January 2006
Lincoln Financial Group January 2002 - 2003
Lincoln Financial Group 2000 - 2002
Phoenix Life Insurance Company 1994 - 2000
Skills
Actuarial, Risk Management, Product Development, Reinsurance, Product Life Cycle..., Annuities, Product Innovation, Innovation Management, Long Term Care, Talent Development, Financial Management, Financial Planning, Product Strategy, Product Design, Product Marketing, Customer Service, Sales Management, Actuarial Science, Relationship Development, Building Relationships, Change Management, Account Management, New Business Development, Business Strategy, Business Analysis, Strategic Consulting, Consultative Selling, Mergers, Fixed Annuities, Strategic Financial..., Long-term Care, Product Management, Mergers & Acquisitions, Talent Management, Strategic Planning, Insurance, Life Insurance, Variable Annuities, Retirement, Employee Benefits, Leadership, Financial Risk, Analysis, Pricing, Management, Finance, Managerial Finance, Financial Services
Education
University of Hartford 1990 — 1994
BS, Mathematics, Actuarial Science, English
Rebecca Vanlandingham, PHR's The Newport Group Experience April 2002 - February 2008
Job Manager, People Development/Strategic Human Resources Business Partner
Industry Human Resources
Experience
Gerdau Long Steel North America January 2014 - Present
Gerdau Long Steel North America February 2013 - December 2013
Gerdau February 2011 - February 2013
Gerdau Long Steel North America February 2008 - February 2011
The Newport Group April 2002 - February 2008
Skills
Benefits Administration, Deferred Compensation, Employee Benefits, Employee Relations, Performance Management, Talent Acquisition, Employee Engagement, Human Resources, HRIS, Succession Planning, Talent Management, Personnel Management, HR Policies, Change Management, SAP HR, Onboarding, Recruiting, Process Improvement, SAP, Project Management, Mergers & Acquisitions, Workforce Planning, Management, Leadership, Organizational..., Strategic Planning, Program Management, Training, Employee Training, Organizational..., Leadership Development, Performance Appraisal
Education
University of South Florida - College of Business Administration 1998 — 2001
Bachelor's degree, Business Administration, Human Resources Management
Gerdau Long Steel North America January 2014 - Present
Gerdau Long Steel North America February 2013 - December 2013
Gerdau February 2011 - February 2013
Gerdau Long Steel North America February 2008 - February 2011
The Newport Group April 2002 - February 2008
Skills
Benefits Administration, Deferred Compensation, Employee Benefits, Employee Relations, Performance Management, Talent Acquisition, Employee Engagement, Human Resources, HRIS, Succession Planning, Talent Management, Personnel Management, HR Policies, Change Management, SAP HR, Onboarding, Recruiting, Process Improvement, SAP, Project Management, Mergers & Acquisitions, Workforce Planning, Management, Leadership, Organizational..., Strategic Planning, Program Management, Training, Employee Training, Organizational..., Leadership Development, Performance Appraisal
Education
University of South Florida - College of Business Administration 1998 — 2001
Bachelor's degree, Business Administration, Human Resources Management
Darren Dunckel's The Newport Group Experience August 2002 - January 2004
Job CEO at Atomic (OTC:ATOC)
Industry Financial Services
Experience
Atomic (OTC:ATOC) February 2012 - Present
INTREORG (OTC: IORG) January 2014 - Present
Tranquil Veranda Ranch August 2012 - Present
Social Club Financial November 2011 - December 2013
Forex International Trading - FXIT February 2010 - November 2011
My Daily January 2004 - February 2010
Verge Living Corporation 2006 - 2009
The Newport Group August 2002 - January 2004
New York Life Investment Management August 2000 - August 2002
UBS Wealth Management November 1999 - August 2000
Skills
Direct Sales, International Sales, Sales Process, Marketing Strategy, Social Media Marketing, Marketing Management, Management Consulting, Strategic Consulting, Investment Advisory, Alternative Investments, Investment Products, Investment Strategies, Investment Banking, Strategic Financial..., Wealth Management, Asset Managment, Mergers, Investments, Small Business Lending, Small Business..., Asset Allocation, Asset Management, Corporate Finance, Due Diligence, Emerging Markets, Entrepreneurship, Equities, Finance, Financial Markets, Financial Modeling, Financial Planning, Financial Services, Funding, Hedge Funds, Investor Relations, Loans, Management, Marketing, Mergers, Portfolio Management, Private Equity, Retirement Planning, Risk Management, Small Business, Social Networking, Start-ups, Strategy, Trading, Venture Capital
Education
University of Southern California 1987 — 1991
Lake Highlands High School 1984 — 1987
Atomic (OTC:ATOC) February 2012 - Present
INTREORG (OTC: IORG) January 2014 - Present
Tranquil Veranda Ranch August 2012 - Present
Social Club Financial November 2011 - December 2013
Forex International Trading - FXIT February 2010 - November 2011
My Daily January 2004 - February 2010
Verge Living Corporation 2006 - 2009
The Newport Group August 2002 - January 2004
New York Life Investment Management August 2000 - August 2002
UBS Wealth Management November 1999 - August 2000
Skills
Direct Sales, International Sales, Sales Process, Marketing Strategy, Social Media Marketing, Marketing Management, Management Consulting, Strategic Consulting, Investment Advisory, Alternative Investments, Investment Products, Investment Strategies, Investment Banking, Strategic Financial..., Wealth Management, Asset Managment, Mergers, Investments, Small Business Lending, Small Business..., Asset Allocation, Asset Management, Corporate Finance, Due Diligence, Emerging Markets, Entrepreneurship, Equities, Finance, Financial Markets, Financial Modeling, Financial Planning, Financial Services, Funding, Hedge Funds, Investor Relations, Loans, Management, Marketing, Mergers, Portfolio Management, Private Equity, Retirement Planning, Risk Management, Small Business, Social Networking, Start-ups, Strategy, Trading, Venture Capital
Education
University of Southern California 1987 — 1991
Lake Highlands High School 1984 — 1987
Caroline Chanh, PMP Caroline Chanh, PMP's The Newport Group Experience December 2008 - August 2014
Job Program Manager Professional Services Capabilities Transformation at Cisco
Industry Information Technology and Services
Experience
Cisco August 2014 - Present
The Newport Group December 2008 - August 2014
The Newport Group September 2013 - April 2014
The Newport Group June 2007 - December 2008
The Newport Group November 2005 - June 2007
Skills
Financial Analysis, Business Process..., Project Management, Accounting, Business Analysis, Financial Services, Software Project..., Corporate Finance, PMP, SDLC, Series 6, Program Management, Insurance, Enterprise Systems..., Revenue Analysis, Financial Reporting, Data Analysis, Portfolio Management, Microsoft Office, Microsoft Excel, Business Intelligence, Licensed Life & Health..., Variable Annuities, Offshore Software..., IT Infrastructure Design, IT Infrastructure..., PMO, Project Portfolio..., Business Strategy, Data Management, Resource Management, Big Data, Data Analytics, Reporting & Analysis, Data Visualization, Tableau, Oracle Project..., Utilization Management, Executive Reporting, Agile Project Management, PMI-ACP, Scrum, Kanban, Business Requirements, vendor management, Vendor Management
Education
University of South Florida 2007 — 2011
N/A, Accountancy
University of North Carolina at Charlotte 2001 — 2005
BS, Accounting
Cisco August 2014 - Present
The Newport Group December 2008 - August 2014
The Newport Group September 2013 - April 2014
The Newport Group June 2007 - December 2008
The Newport Group November 2005 - June 2007
Skills
Financial Analysis, Business Process..., Project Management, Accounting, Business Analysis, Financial Services, Software Project..., Corporate Finance, PMP, SDLC, Series 6, Program Management, Insurance, Enterprise Systems..., Revenue Analysis, Financial Reporting, Data Analysis, Portfolio Management, Microsoft Office, Microsoft Excel, Business Intelligence, Licensed Life & Health..., Variable Annuities, Offshore Software..., IT Infrastructure Design, IT Infrastructure..., PMO, Project Portfolio..., Business Strategy, Data Management, Resource Management, Big Data, Data Analytics, Reporting & Analysis, Data Visualization, Tableau, Oracle Project..., Utilization Management, Executive Reporting, Agile Project Management, PMI-ACP, Scrum, Kanban, Business Requirements, vendor management, Vendor Management
Education
University of South Florida 2007 — 2011
N/A, Accountancy
University of North Carolina at Charlotte 2001 — 2005
BS, Accounting
Nital Shah Nital Shah's The Newport Group Experience March 2007 - September 2007
Job Accounting Florida Orthopaedic Institute
Industry Accounting
Experience
Florida Orthopaedic Institute December 2010 - Present
Bank of America January 2008 - January 2010
The Newport Group March 2007 - September 2007
Education
University of South Florida - College of Business Administration 2009 — 2012
B.S., Accounting
University of South Florida - College of Business Administration 2006 — 2008
B.S, Finance
Florida Orthopaedic Institute December 2010 - Present
Bank of America January 2008 - January 2010
The Newport Group March 2007 - September 2007
Education
University of South Florida - College of Business Administration 2009 — 2012
B.S., Accounting
University of South Florida - College of Business Administration 2006 — 2008
B.S, Finance
Derek Brautnick's The Newport Group Experience December 2007 - October 2013
Job President at Brautnick Consulting, Inc.
Industry Financial Services
Experience
Brautnick Consulting, Inc. October 2013 - Present
The Newport Group December 2007 - October 2013
DB Endeavors, Inc. September 2004 - December 2007
The Newport Group July 2001 - September 2004
TeamVest, LLC July 1998 - July 2001
Aon Consulting July 1996 - July 1998
Comerica Bank March 1994 - July 1996
Skills
SDLC, Management, Software Documentation, Business Development, Asset Management, Leadership, Retirement Planning, Training, Investments, Financial Services, 401k, Mutual Funds, Retirement, Process Improvement, Vendor Management, Employee Benefits
Education
University of Evansville 1989 — 1992
Bachelor of Science, Accounting
Brautnick Consulting, Inc. October 2013 - Present
The Newport Group December 2007 - October 2013
DB Endeavors, Inc. September 2004 - December 2007
The Newport Group July 2001 - September 2004
TeamVest, LLC July 1998 - July 2001
Aon Consulting July 1996 - July 1998
Comerica Bank March 1994 - July 1996
Skills
SDLC, Management, Software Documentation, Business Development, Asset Management, Leadership, Retirement Planning, Training, Investments, Financial Services, 401k, Mutual Funds, Retirement, Process Improvement, Vendor Management, Employee Benefits
Education
University of Evansville 1989 — 1992
Bachelor of Science, Accounting
Tracy Mobley Tracy Mobley's The Newport Group Experience July 2012 - Present
Job Client Services Manager at The Newport Group
Industry Financial Services
Experience
The Newport Group July 2012 - Present
ING April 2007 - June 2012
The Hartford January 2006 - March 2007
ING April 2004 - December 2005
Skills
Coaching, Customer Service, Management, Research, Insurance, Relationship Management
Education
University of Connecticut
BA, English
The Newport Group July 2012 - Present
ING April 2007 - June 2012
The Hartford January 2006 - March 2007
ING April 2004 - December 2005
Skills
Coaching, Customer Service, Management, Research, Insurance, Relationship Management
Education
University of Connecticut
BA, English
Glenn McDaniel Glenn McDaniel's The Newport Group Experience August 2006 - Present
Job Owner, Glenn McDaniel Arts, LLC
Industry Arts and Crafts
Experience
The Newport Group August 2006 - Present
Glenn McDaniel Arts, LLC May 1997 - Present
Ceridian Employer Services March 2003 - July 2006
PFPC February 1998 - May 2002
Equality Florida February 1999 - December 1999
DLR Lescher & Mahoney March 1996 - February 1998
Live Art Place February 1993 - May 1997
Wyndham Hotel Group 1991 - 1992
Skills
Oil Paint, Intaglio, Photogravure
Education
IE Cubed 1998 — 1998
N/A, Web Design
University of North Texas 1978 — 1986
BFA, Printmaking
The Newport Group August 2006 - Present
Glenn McDaniel Arts, LLC May 1997 - Present
Ceridian Employer Services March 2003 - July 2006
PFPC February 1998 - May 2002
Equality Florida February 1999 - December 1999
DLR Lescher & Mahoney March 1996 - February 1998
Live Art Place February 1993 - May 1997
Wyndham Hotel Group 1991 - 1992
Skills
Oil Paint, Intaglio, Photogravure
Education
IE Cubed 1998 — 1998
N/A, Web Design
University of North Texas 1978 — 1986
BFA, Printmaking
Thomas Walter Nielsen's The Newport Group Experience January 2007 - Present
Job
Industry Information Services
Experience
The Newport Group January 2007 - Present
The Newport Group August 2006 - January 2007
Ceridian Retirement Plan Services (acquired by Newport) 2003 - 2006
Ceridian Retirement Plan Services (acquired by Newport) 2000 - 2003
ABR Retirement Plan Services (acquired by Ceridian) 1999 - 2000
BMC Consultants (became ABR Retirement Plan Services) 1996 - 1999
Berends Moore & Company (became BMC Consultants) 1994 - 1996
Milliman & Robertson 1992 - 1994
Education
University of Denver 1991 — 1992
Master of Science
University of Mary 1987 — 1990
Bachelor of Science
The Newport Group January 2007 - Present
The Newport Group August 2006 - January 2007
Ceridian Retirement Plan Services (acquired by Newport) 2003 - 2006
Ceridian Retirement Plan Services (acquired by Newport) 2000 - 2003
ABR Retirement Plan Services (acquired by Ceridian) 1999 - 2000
BMC Consultants (became ABR Retirement Plan Services) 1996 - 1999
Berends Moore & Company (became BMC Consultants) 1994 - 1996
Milliman & Robertson 1992 - 1994
Education
University of Denver 1991 — 1992
Master of Science
University of Mary 1987 — 1990
Bachelor of Science
Lynn Harrill's The Newport Group Experience August 2005 - May 2010
Job Client Manager at NFP
Industry Financial Services
Experience
NFP July 2010 - Present
The Newport Group August 2005 - May 2010
American Pensions, Inc. June 1998 - August 2005
First Union Capital Markets 1996 - 1998
First Union Capital Management 1994 - 1996
Skills
Retirement, Investments, 401k, Pensions, ERISA, Defined Benefit, Retirement Planning, Employee Benefits, Series 63
Education
University of North Carolina at Chapel Hill 1987 — 1991
BA, Economics
NFP July 2010 - Present
The Newport Group August 2005 - May 2010
American Pensions, Inc. June 1998 - August 2005
First Union Capital Markets 1996 - 1998
First Union Capital Management 1994 - 1996
Skills
Retirement, Investments, 401k, Pensions, ERISA, Defined Benefit, Retirement Planning, Employee Benefits, Series 63
Education
University of North Carolina at Chapel Hill 1987 — 1991
BA, Economics
Albert Joseph III's The Newport Group Experience April 2008 - August 2008
Job Service360 Team LPL Financial
Industry Financial Services
Experience
LPL Financial June 2009 - April 2010
The Newport Group April 2008 - August 2008
Standard Retirement Services June 2002 - March 2008
Skills
Business Analysis, Process Improvement, Retirement Planning, Team Leadership, Customer Service, Insurance, Team Building
Education
University of Colorado Denver
LPL Financial June 2009 - April 2010
The Newport Group April 2008 - August 2008
Standard Retirement Services June 2002 - March 2008
Skills
Business Analysis, Process Improvement, Retirement Planning, Team Leadership, Customer Service, Insurance, Team Building
Education
University of Colorado Denver
Mark Turaniczo's The Newport Group Experience Vice President, OperationsThe Newport Group2006 - Present
Job VP Operations at The Newport Group
Industry Financial Services
Experience
The Newport Group Vice President, OperationsThe Newport Group2006 - Present
Skills
Pensions, Investments, Series 63, Retirement Planning, Series 7
Education
University of Florida 1977 — 1981
The Newport Group Vice President, OperationsThe Newport Group2006 - Present
Skills
Pensions, Investments, Series 63, Retirement Planning, Series 7
Education
University of Florida 1977 — 1981
Michael Vanderford's The Newport Group Experience 2007 - 2013
Job Group Manager at DST Retirement Solutions
Industry Financial Services
Experience
DST Retirement Solutions 2013 - Present
The Newport Group 2007 - 2013
Morehead Plan Administrators January 2003 - July 2007
Skills
ERISA, Retirement Services, Employee Benefits, 401k, Plan Design, Qualified Retirement..., Defined Contribution, Retirement, Pensions, Retirement Planning, Business Planning, Defined Benefit, Mutual Funds, Relationship Management
Education
University of North Carolina at Charlotte - Belk College of Business 1998 — 2002
BS, Business Administration and Management, General
DST Retirement Solutions 2013 - Present
The Newport Group 2007 - 2013
Morehead Plan Administrators January 2003 - July 2007
Skills
ERISA, Retirement Services, Employee Benefits, 401k, Plan Design, Qualified Retirement..., Defined Contribution, Retirement, Pensions, Retirement Planning, Business Planning, Defined Benefit, Mutual Funds, Relationship Management
Education
University of North Carolina at Charlotte - Belk College of Business 1998 — 2002
BS, Business Administration and Management, General
Letsy Glenn's The Newport Group Experience Sr. Vice PresidentHemet Federal Savings1979 - 1997
Job Research Associate at The Newport Group
Industry Banking
Experience
The Newport Group Sr. Vice PresidentHemet Federal Savings1979 - 1997
Education
University of Denver 1963 — 1967
BA, economics
The Newport Group Sr. Vice PresidentHemet Federal Savings1979 - 1997
Education
University of Denver 1963 — 1967
BA, economics
Vincent Anderer's The Newport Group Experience October 2011 - Present
Job Technical Writer
Industry Financial Services
Experience
The Newport Group October 2011 - Present
Skills
Content Development, Technical Writing, Web Content, Content Strategy, Editing, Content Management, Publishing, Copy Editing, Technical Editing, SharePoint, Online Help
Education
University of South Carolina-Columbia
Political science
The Newport Group October 2011 - Present
Skills
Content Development, Technical Writing, Web Content, Content Strategy, Editing, Content Management, Publishing, Copy Editing, Technical Editing, SharePoint, Online Help
Education
University of South Carolina-Columbia
Political science
Kevin Laake, CFA's The Newport Group Experience April 2010 - Present
Job Director of Manager Research at The Newport Group
Industry Financial Services
Experience
The Newport Group April 2010 - Present
PNC Capital Advisors June 1999 - September 2009
Skills
Equity Research, Portfolio Management, Investment Strategies, Mentoring, Manager Research, Financial Modeling, Mutual Funds, Asset Allocation, Asset Management
Education
University of Maryland - Robert H. Smith School of Business 2005 — 2008
MBA
University of Virginia 1996 — 1999
BS
The Newport Group April 2010 - Present
PNC Capital Advisors June 1999 - September 2009
Skills
Equity Research, Portfolio Management, Investment Strategies, Mentoring, Manager Research, Financial Modeling, Mutual Funds, Asset Allocation, Asset Management
Education
University of Maryland - Robert H. Smith School of Business 2005 — 2008
MBA
University of Virginia 1996 — 1999
BS
Sean Guldi's The Newport Group Experience February 2009 - April 2013
Job Investment Manager
Industry Financial Services
Experience
B&C Financial Advisors April 2014 - Present
B&C Financial Advisors April 2013 - Present
The Newport Group February 2009 - April 2013
Bank of America June 2008 - January 2009
Fidelity Bank of Florida 2007 - 2007
Skills
Investments, Asset Allocation, 401k, Financial Analysis, Asset Management, Financial Modeling, Retirement, Investment Advisory, Portfolio Management, Financial Planning
Education
University of Florida - Warrington College Of Business 2004 — 2008
BS
B&C Financial Advisors April 2014 - Present
B&C Financial Advisors April 2013 - Present
The Newport Group February 2009 - April 2013
Bank of America June 2008 - January 2009
Fidelity Bank of Florida 2007 - 2007
Skills
Investments, Asset Allocation, 401k, Financial Analysis, Asset Management, Financial Modeling, Retirement, Investment Advisory, Portfolio Management, Financial Planning
Education
University of Florida - Warrington College Of Business 2004 — 2008
BS
Philip Pirio's The Newport Group Experience August 2006 - October 2008
Job Defined Benefit Plan Designer
Industry Information Services
Experience
Dedicated Defined Benefit Services April 2011 - Present
The Newport Group August 2006 - October 2008
DailyAccess Corporation 2006 - 2006
Daily Access Corporation 2006 - 2006
WACHOVIA 2000 - 2006
Trustar Retirement November 1980 - April 2000
Skills
Retirement, 401k, Investments, Pensions, Asset Allocation, Mutual Funds, Defined Benefit, Investment Advisory, Retirement Planning, Sales, Investment Management, Financial Services, Asset Management, Financial Advisory, Qualified Retirement..., Profit Sharing, Executive Pay, ERISA, Series 7, Fixed Annuities, Insurance, Series 63, Wealth Management, Alternative Investments, Investment Strategies, Series 65, Estate Planning, Defined Contribution, Retirement Plan..., Employee Benefits, Securities
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2005 — 2006
University of San Diego 1966 — 1970
Bachelor of Arts, Latin American Studies
Dedicated Defined Benefit Services April 2011 - Present
The Newport Group August 2006 - October 2008
DailyAccess Corporation 2006 - 2006
Daily Access Corporation 2006 - 2006
WACHOVIA 2000 - 2006
Trustar Retirement November 1980 - April 2000
Skills
Retirement, 401k, Investments, Pensions, Asset Allocation, Mutual Funds, Defined Benefit, Investment Advisory, Retirement Planning, Sales, Investment Management, Financial Services, Asset Management, Financial Advisory, Qualified Retirement..., Profit Sharing, Executive Pay, ERISA, Series 7, Fixed Annuities, Insurance, Series 63, Wealth Management, Alternative Investments, Investment Strategies, Series 65, Estate Planning, Defined Contribution, Retirement Plan..., Employee Benefits, Securities
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2005 — 2006
University of San Diego 1966 — 1970
Bachelor of Arts, Latin American Studies
Amanda Traub's The Newport Group Experience September 2007 - Present
Job Producer CBS47/FOX30 at Clear Channel Communications
Industry Broadcast Media
Experience
The Newport Group September 2007 - Present
WTLV - First Coast News 2006 - 2007
Education
University of South Carolina-Columbia 2002 — 2006
The Newport Group September 2007 - Present
WTLV - First Coast News 2006 - 2007
Education
University of South Carolina-Columbia 2002 — 2006
Brad Hanes, RYT 200's The Newport Group Experience September 2015 - Present
Job Senior Account Manager at The Newport Group
Industry Financial Services
Experience
The Newport Group September 2015 - Present
Clark Consulting, LLC February 2013 - September 2015
Clark Consulting, LLC June 2010 - February 2013
Clark Consulting, LLC April 2009 - June 2010
Clark Consulting, LLC August 2007 - April 2009
Clark Consulting, LLC November 2004 - August 2007
Vitafoam, Inc. May 2004 - November 2004
Wachovia Bank, N.A. May 2002 - April 2004
Guilford Technical Community College January 1998 - April 2002
Skills
Windows 7, Microsoft Office 2003, Microsoft Office 2007, Adobe Acrobat, Outlook, Crystal Reports 11, Oracle Applications, Accounting, Crystal Reports, Strategic Planning, Auditing, Employee Benefits, Leadership, Microsoft Excel, Insurance, Management, Sales, Process Improvement
Education
University of North Carolina at Greensboro 1997 — 2001
Bachelor of Science, Accounting
The Newport Group September 2015 - Present
Clark Consulting, LLC February 2013 - September 2015
Clark Consulting, LLC June 2010 - February 2013
Clark Consulting, LLC April 2009 - June 2010
Clark Consulting, LLC August 2007 - April 2009
Clark Consulting, LLC November 2004 - August 2007
Vitafoam, Inc. May 2004 - November 2004
Wachovia Bank, N.A. May 2002 - April 2004
Guilford Technical Community College January 1998 - April 2002
Skills
Windows 7, Microsoft Office 2003, Microsoft Office 2007, Adobe Acrobat, Outlook, Crystal Reports 11, Oracle Applications, Accounting, Crystal Reports, Strategic Planning, Auditing, Employee Benefits, Leadership, Microsoft Excel, Insurance, Management, Sales, Process Improvement
Education
University of North Carolina at Greensboro 1997 — 2001
Bachelor of Science, Accounting
Jon Panz's The Newport Group Experience November 2007 - May 2008
Job Owner, Computer and Technology Specialists
Industry Information Technology and Services
Experience
Computer and Technology Specialists May 2008 - Present
The Newport Group November 2007 - May 2008
The Todd Organization January 2001 - November 2007
Skills
Process Improvement, Project Management, Microsoft SQL Server, Active Directory, Windows Server, Network Administration, Customer Service, Security, Windows, Integration, Cisco Technologies, SQL, Vendor Management, Network Security, System Administration, Disaster Recovery, Strategic Planning, Microsoft Exchange, Servers
Education
University of North Carolina at Greensboro 1993 — 1998
High Point Central
Computer and Technology Specialists May 2008 - Present
The Newport Group November 2007 - May 2008
The Todd Organization January 2001 - November 2007
Skills
Process Improvement, Project Management, Microsoft SQL Server, Active Directory, Windows Server, Network Administration, Customer Service, Security, Windows, Integration, Cisco Technologies, SQL, Vendor Management, Network Security, System Administration, Disaster Recovery, Strategic Planning, Microsoft Exchange, Servers
Education
University of North Carolina at Greensboro 1993 — 1998
High Point Central
Mitch Schoen's The Newport Group Experience October 2013 - Present
Job Director, Application Services at The Newport Group
Industry Information Technology and Services
Experience
The Newport Group October 2013 - Present
The Newport Group March 2009 - Present
Buck Consultants May 2006 - February 2009
Mellon Bank April 2003 - April 2006
Vinings Management Corporation February 2000 - March 2003
Invesco January 1997 - January 2000
Skills
401k
Education
University of Central Florida 1983 — 1987
The Newport Group October 2013 - Present
The Newport Group March 2009 - Present
Buck Consultants May 2006 - February 2009
Mellon Bank April 2003 - April 2006
Vinings Management Corporation February 2000 - March 2003
Invesco January 1997 - January 2000
Skills
401k
Education
University of Central Florida 1983 — 1987
Melissa Huether's The Newport Group Experience 2006 - 2008
Job Flight Attendant at Delta Air Lines
Industry Transportation/Trucking/Railroad
Experience
Delta Air Lines April 1998 - Present
The Newport Group 2006 - 2008
Education
University of Central Florida 1993 — 1995
Delta Air Lines April 1998 - Present
The Newport Group 2006 - 2008
Education
University of Central Florida 1993 — 1995
David Lipscomb's The Newport Group Experience January 2015 - Present
Job Director Retirement Services, National Strategic Partnerships at The Newport Group
Industry Financial Services
Experience
The Newport Group January 2015 - Present
The Newport Group March 2011 - Present
The Newport Group June 2007 - February 2011
The Newport Group January 2006 - June 2007
The Newport Group February 2004 - January 2006
Skills
Organizational..., Timely, dependable, Defined Benefit, Mutual Funds, Retirement, 401k, Finance, Retirement Planning, Financial Services, Portfolio Management, Investments, Management, Employee Benefits, Series 63, Series 7, Asset Allocation, Pensions
Education
University of North Carolina at Charlotte 1999 — 2003
BS, Accounting
University of North Carolina at Charlotte 1999 — 2003
BS, Finance
The Newport Group January 2015 - Present
The Newport Group March 2011 - Present
The Newport Group June 2007 - February 2011
The Newport Group January 2006 - June 2007
The Newport Group February 2004 - January 2006
Skills
Organizational..., Timely, dependable, Defined Benefit, Mutual Funds, Retirement, 401k, Finance, Retirement Planning, Financial Services, Portfolio Management, Investments, Management, Employee Benefits, Series 63, Series 7, Asset Allocation, Pensions
Education
University of North Carolina at Charlotte 1999 — 2003
BS, Accounting
University of North Carolina at Charlotte 1999 — 2003
BS, Finance
Heather Schulte's The Newport Group Experience July 2007 - February 2009
Job Retirement Planning Consultant with Transamerica
Industry Financial Services
Experience
Transamerica Retirement Solutions February 2009 - Present
The Newport Group July 2007 - February 2009
Transamerica Retirement Solutions January 2005 - July 2007
CUNA Mutual Group March 2003 - January 2005
Principal Financial Group August 1996 - March 2003
Skills
Pensions, ERISA, Employee Benefits, Securities, Relationship Management, Profit Sharing, Insurance, Qualified Retirement..., 401k, Series 6, Series 63, Fixed Annuities, Variable Annuities, Defined Contribution, Retirement Planning
Education
University of Northern Iowa 1991 — 1995
BA, Public Administration
University of Northern Iowa
Bachelor of Arts (B.A.)
Transamerica Retirement Solutions February 2009 - Present
The Newport Group July 2007 - February 2009
Transamerica Retirement Solutions January 2005 - July 2007
CUNA Mutual Group March 2003 - January 2005
Principal Financial Group August 1996 - March 2003
Skills
Pensions, ERISA, Employee Benefits, Securities, Relationship Management, Profit Sharing, Insurance, Qualified Retirement..., 401k, Series 6, Series 63, Fixed Annuities, Variable Annuities, Defined Contribution, Retirement Planning
Education
University of Northern Iowa 1991 — 1995
BA, Public Administration
University of Northern Iowa
Bachelor of Arts (B.A.)
Matthew E. Meyer, AIFA's The Newport Group Experience May 2008 - Present
Job Institutional Asset Management and Consulting
Industry Investment Management
Experience
The Newport Group May 2008 - Present
Morgan Stanley March 2005 - May 2008
Charles Schwab March 1999 - February 2005
Morgan Stanley May 1998 - March 1999
The Acacia Group/The Advisors Group May 1996 - May 1998
Education
Center for Fiduciary Studies 2006 — 2006
AIFA, Fiduciary Responsibility
University of Central Florida - College of Business Administration 2002 — 2004
Master of Business Administration (M.B.A.)
University of Central Florida - College of Business Administration 1993 — 1997
BSBA, Finance
The Newport Group May 2008 - Present
Morgan Stanley March 2005 - May 2008
Charles Schwab March 1999 - February 2005
Morgan Stanley May 1998 - March 1999
The Acacia Group/The Advisors Group May 1996 - May 1998
Education
Center for Fiduciary Studies 2006 — 2006
AIFA, Fiduciary Responsibility
University of Central Florida - College of Business Administration 2002 — 2004
Master of Business Administration (M.B.A.)
University of Central Florida - College of Business Administration 1993 — 1997
BSBA, Finance
Nichole Turner's The Newport Group Experience November 2010 - January 2011
Job Business Analyst at The Newport Group
Industry Information Technology and Services
Experience
The Newport Group November 2010 - January 2011
Vopak International October 2008 - December 2009
Weatherford International October 2007 - August 2008
Southern Union July 2007 - October 2007
Oakes Group February 2007 - September 2007
Bain & Company August 2006 - October 2006
Northside Chamber of Commerce January 2005 - July 2006
Skills
Project Management, Requirements Analysis, Business Analysis, Analysis, Process Improvement
Education
University of North Carolina at Chapel Hill 1998 — 2002
Bachelor, History
The Newport Group November 2010 - January 2011
Vopak International October 2008 - December 2009
Weatherford International October 2007 - August 2008
Southern Union July 2007 - October 2007
Oakes Group February 2007 - September 2007
Bain & Company August 2006 - October 2006
Northside Chamber of Commerce January 2005 - July 2006
Skills
Project Management, Requirements Analysis, Business Analysis, Analysis, Process Improvement
Education
University of North Carolina at Chapel Hill 1998 — 2002
Bachelor, History
Duane LeBlanc's The Newport Group Experience May 2000 - Present
Job Client Services Manager at The Newport Group
Industry Financial Services
Experience
The Newport Group May 2000 - Present
medcath 1998 - 2003
Standard Insurance 1994 - 1998
Education
University of Minnesota-Twin Cities 1986 — 1990
BA, Economics
The Newport Group May 2000 - Present
medcath 1998 - 2003
Standard Insurance 1994 - 1998
Education
University of Minnesota-Twin Cities 1986 — 1990
BA, Economics
Katherine Trice's The Newport Group Experience March 2006 - March 2007
Job Business Analyst at Federal Reserve Bank of New York
Industry Financial Services
Experience
Federal Reserve Bank of New York April 2009 - Present
Wachovia Securities, LLC March 2007 - March 2009
The Newport Group March 2006 - March 2007
Vanguard July 2005 - March 2006
Education
University of North Carolina at Charlotte - Belk College of Business 2002 — 2005
BS, Economics
Federal Reserve Bank of New York April 2009 - Present
Wachovia Securities, LLC March 2007 - March 2009
The Newport Group March 2006 - March 2007
Vanguard July 2005 - March 2006
Education
University of North Carolina at Charlotte - Belk College of Business 2002 — 2005
BS, Economics
Darby Doll's The Newport Group Experience March 2000 - April 2003
Job Independent Insurance Professional
Industry Insurance
Experience
Self Employed October 2006 - Present
Universal American Corp. January 2006 - September 2006
Pyramid Life Insurance Company May 2003 - December 2005
The Newport Group March 2000 - April 2003
Education
University of Maryland College Park 1986 — 1990
B. S., Marketing
Self Employed October 2006 - Present
Universal American Corp. January 2006 - September 2006
Pyramid Life Insurance Company May 2003 - December 2005
The Newport Group March 2000 - April 2003
Education
University of Maryland College Park 1986 — 1990
B. S., Marketing
Brent Griffin's The Newport Group Experience October 2009 - Present
Job Compliance Analyst at The Newport Group
Industry Financial Services
Experience
The Newport Group October 2009 - Present
DailyAccess Corporation June 2008 - October 2009
Skills
401k, FINRA, Defined Contribution, ERISA, Defined Benefit, Qualified Retirement...
Education
University of South Alabama 2003 — 2008
Business Administration, Finance
The Newport Group October 2009 - Present
DailyAccess Corporation June 2008 - October 2009
Skills
401k, FINRA, Defined Contribution, ERISA, Defined Benefit, Qualified Retirement...
Education
University of South Alabama 2003 — 2008
Business Administration, Finance
Steve Williams, CFA's The Newport Group Experience January 2003 - Present
Job Senior Investment Research Analyst at The Newport Group
Industry Financial Services
Experience
The Newport Group January 2003 - Present
Skills
Investments, Asset Allocation, Mutual Funds, 401k, Asset Management, Investment Strategies, Portfolio Management, Series 7, Investment Advisory, Series 63, Investment Management, Alternative Investments, Financial Services, Retirement Planning, Retirement, Qualified Retirement..., Financial Analysis, Pensions, Equities, Financial Planning, Financial Modeling, Equity Research, Defined Contribution, Defined Benefit, Uniform Combined State..., Securities, Retirement Plan..., Mergers, Series 24, Strategic Financial..., Fixed Income, Series 6, Risk Management, Series 65, Asset Managment, Mergers & Acquisitions
Education
University of Central Florida 1998 — 2003
BSBA, Finance
Suncoast High School 1995 — 1997
The Newport Group January 2003 - Present
Skills
Investments, Asset Allocation, Mutual Funds, 401k, Asset Management, Investment Strategies, Portfolio Management, Series 7, Investment Advisory, Series 63, Investment Management, Alternative Investments, Financial Services, Retirement Planning, Retirement, Qualified Retirement..., Financial Analysis, Pensions, Equities, Financial Planning, Financial Modeling, Equity Research, Defined Contribution, Defined Benefit, Uniform Combined State..., Securities, Retirement Plan..., Mergers, Series 24, Strategic Financial..., Fixed Income, Series 6, Risk Management, Series 65, Asset Managment, Mergers & Acquisitions
Education
University of Central Florida 1998 — 2003
BSBA, Finance
Suncoast High School 1995 — 1997
Kyle Langes's The Newport Group Experience August 2010 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Ceridian February 2015 - Present
The Newport Group August 2010 - Present
Northwestern Mutual 2009 - 2010
Skills
Employee Benefits, Insurance, Process Improvement, Microsoft Office, Sales
Education
University of South Florida 2003 — 2008
BS, Marketing, Finance
Ceridian February 2015 - Present
The Newport Group August 2010 - Present
Northwestern Mutual 2009 - 2010
Skills
Employee Benefits, Insurance, Process Improvement, Microsoft Office, Sales
Education
University of South Florida 2003 — 2008
BS, Marketing, Finance
Jeffrey Weaver's The Newport Group Experience September 2006 - September 2007
Job Vice President, Retirement Consultant at Allianz Global Investors
Industry Investment Management
Experience
Allianz Global Investors July 2012 - Present
UNIFI Companies September 2007 - July 2012
The Newport Group September 2006 - September 2007
Ceridian Retirement Plan Services September 2002 - September 2006
Morgan Stanley December 2000 - August 2002
Education
University of South Florida 1996 — 2000
Bachelor of Science (BS), Marketing
Allianz Global Investors July 2012 - Present
UNIFI Companies September 2007 - July 2012
The Newport Group September 2006 - September 2007
Ceridian Retirement Plan Services September 2002 - September 2006
Morgan Stanley December 2000 - August 2002
Education
University of South Florida 1996 — 2000
Bachelor of Science (BS), Marketing
Frank Tighe's The Newport Group Experience January 2011 - May 2014
Job Director, Defined Contribution Investments at Hartford Funds
Industry Investment Management
Experience
Hartford Funds May 2014 - Present
The Newport Group January 2011 - May 2014
Mercer March 2009 - December 2010
Wachovia, A Wells Fargo Company 2007 - 2009
Wells Fargo January 2004 - January 2007
RBC Dain Rauscher October 1998 - January 2004
MJ Whitman Advisors 1994 - 1998
Education
University of Houston 1988 — 1990
Finance
westfield high school 1982 — 1986
Hartford Funds May 2014 - Present
The Newport Group January 2011 - May 2014
Mercer March 2009 - December 2010
Wachovia, A Wells Fargo Company 2007 - 2009
Wells Fargo January 2004 - January 2007
RBC Dain Rauscher October 1998 - January 2004
MJ Whitman Advisors 1994 - 1998
Education
University of Houston 1988 — 1990
Finance
westfield high school 1982 — 1986
Jason Middeke's The Newport Group Experience May 2007 - April 2015
Job Senior Consultant at The Newport Group
Industry Financial Services
Experience
The Newport Group May 2007 - April 2015
The Todd Organization April 2002 - May 2007
Skills
Defined Benefit, 401k, Executive Pay, Retirement, Defined Contribution, ERISA, Retirement Planning, Qualified Retirement..., Series 63, Asset Allocation, Investments, Insurance, Financial Services, Pensions, Mutual Funds, Employee Benefits
Education
University of Missouri-Columbia, College of Business 1997 — 2001
BSBA, Finance
The Newport Group May 2007 - April 2015
The Todd Organization April 2002 - May 2007
Skills
Defined Benefit, 401k, Executive Pay, Retirement, Defined Contribution, ERISA, Retirement Planning, Qualified Retirement..., Series 63, Asset Allocation, Investments, Insurance, Financial Services, Pensions, Mutual Funds, Employee Benefits
Education
University of Missouri-Columbia, College of Business 1997 — 2001
BSBA, Finance
Lawrence Gillum, CFA, CAIA's The Newport Group Experience November 2008 - July 2010
Job Investment Management at Raymond James
Industry Investment Management
Experience
CFA Institute June 2012 - Present
Raymond James Financial Inc. July 2010 - Present
The Newport Group November 2008 - July 2010
Transamerica Asset Management June 2007 - October 2008
Mercer Investment Consulting August 2005 - June 2007
Nuveen Investments November 2004 - August 2005
Raymond James Financial Inc. March 1998 - October 2004
Skills
Research, Public Speaking, Investments, Fixed income, Alternative Investments, Mutual Funds, Asset Managment, Asset Allocation, Wealth Management, Due Diligence, Chartered Financial..., Separately Managed..., Institutional..., Investment Strategies, 401k, Bonds, Investment Management, Investment Advisory, Portfolio Management, Financial Advisory, Structured Products, Finance, Equities, Series 7, Derivatives, Retirement Planning, Financial Services, Quantitative Analytics, Wealth, Wealth Management..., Fixed Income, Asset Management
Education
University of North Carolina at Chapel Hill 2015 — 2016
Master of Business Administration (MBA)
University of Florida 1994 — 1997
Bachelor of Science (BS), Business Administration and Management, General
CFA Institute June 2012 - Present
Raymond James Financial Inc. July 2010 - Present
The Newport Group November 2008 - July 2010
Transamerica Asset Management June 2007 - October 2008
Mercer Investment Consulting August 2005 - June 2007
Nuveen Investments November 2004 - August 2005
Raymond James Financial Inc. March 1998 - October 2004
Skills
Research, Public Speaking, Investments, Fixed income, Alternative Investments, Mutual Funds, Asset Managment, Asset Allocation, Wealth Management, Due Diligence, Chartered Financial..., Separately Managed..., Institutional..., Investment Strategies, 401k, Bonds, Investment Management, Investment Advisory, Portfolio Management, Financial Advisory, Structured Products, Finance, Equities, Series 7, Derivatives, Retirement Planning, Financial Services, Quantitative Analytics, Wealth, Wealth Management..., Fixed Income, Asset Management
Education
University of North Carolina at Chapel Hill 2015 — 2016
Master of Business Administration (MBA)
University of Florida 1994 — 1997
Bachelor of Science (BS), Business Administration and Management, General
Maelyse Webb's The Newport Group Experience 2004 - Present
Job Senior Financial Analyst at The Newport Group
Industry Financial Services
Experience
The Newport Group 2004 - Present
Education
University of Mississippi
Bachelor, Accountancy
The Newport Group 2004 - Present
Education
University of Mississippi
Bachelor, Accountancy
April Peterson's The Newport Group Experience April 2006 - Present
Job Client Service Manager at The Newport Group
Industry Financial Services
Experience
The Newport Group April 2006 - Present
Vanguard January 2000 - September 2006
Bank of America January 1999 - January 2000
Skills
Investments, CRM, Customer Service, Software Documentation, Retirement, Mutual Funds, Relationship Management
Education
Youngstown State University 1997 — 1998
BS, Finance
University of Cincinnati 1984 — 1986
Finance
The Newport Group April 2006 - Present
Vanguard January 2000 - September 2006
Bank of America January 1999 - January 2000
Skills
Investments, CRM, Customer Service, Software Documentation, Retirement, Mutual Funds, Relationship Management
Education
Youngstown State University 1997 — 1998
BS, Finance
University of Cincinnati 1984 — 1986
Finance
John Malizia's The Newport Group Experience September 2013 - Present
Job Manager, Operations at The Newport Group
Industry Financial Services
Experience
The Newport Group September 2013 - Present
Citi September 2007 - August 2013
Goldman Sachs December 2005 - March 2007
Raymond James Financial Inc. March 1993 - April 2005
Skills
Operations Management, Account Reconciliation, Regulatory Requirements, Sales, Investment Brokerage, Songwriting, Operating Budgets, Operational Risk, Business Process..., Business Planning, Computer Proficiency, Spreadsheets, Customer Satisfaction, Customer Service, Collections, Cashiering, Telemarketing, Performance Appraisal, Business Continuity..., Training, Teaching English as a..., Teaching Adults, Team Leadership, Team Management, Multi-site Team..., Tax Reporting, Securities Regulation, Securities, Process Control, Process Management, Accounts Receivable, Accountability, Financial Markets
Education
Career Institute of Florida 2005 — 2006
Certified Medical Coder, Medical Coding and Billing
University of South Florida 1998 — 2001
Coursework toward MBA, Buseiness Administration
University of South Florida 1985 — 1989
Bachelor of Arts (B.A.), Criminology
Entrepreneurial Academy
The Newport Group September 2013 - Present
Citi September 2007 - August 2013
Goldman Sachs December 2005 - March 2007
Raymond James Financial Inc. March 1993 - April 2005
Skills
Operations Management, Account Reconciliation, Regulatory Requirements, Sales, Investment Brokerage, Songwriting, Operating Budgets, Operational Risk, Business Process..., Business Planning, Computer Proficiency, Spreadsheets, Customer Satisfaction, Customer Service, Collections, Cashiering, Telemarketing, Performance Appraisal, Business Continuity..., Training, Teaching English as a..., Teaching Adults, Team Leadership, Team Management, Multi-site Team..., Tax Reporting, Securities Regulation, Securities, Process Control, Process Management, Accounts Receivable, Accountability, Financial Markets
Education
Career Institute of Florida 2005 — 2006
Certified Medical Coder, Medical Coding and Billing
University of South Florida 1998 — 2001
Coursework toward MBA, Buseiness Administration
University of South Florida 1985 — 1989
Bachelor of Arts (B.A.), Criminology
Entrepreneurial Academy
Linda Poniktera (760.274.0123)'s The Newport Group Experience July 2012 - Present
Job Director The Newport Group
Industry Oil & Energy
Experience
The Newport Group July 2012 - Present
Skills
Upstream, Defense & Aerospace, High End Computing, Oil & Gas Industry, Downstream Oil & Gas, Private Equity, Advanced Technologies, Reservoir Engineering, Drilling & Completions..., Petroleum Engineering, Production Engineering, Petrophysics, Finance, Management, Human Resources, Customer Relationship..., Technical Sales Support, Petrochemical, Branding & Reputation..., Petroleum Geology &..., Stategic Communications, Petroleum
Education
San Diego State University-California State University
Master of Business Administration (M.B.A.), Finance
University of Oregon
Master of Science (M.Sc.), Health & Physical Education
The Newport Group July 2012 - Present
Skills
Upstream, Defense & Aerospace, High End Computing, Oil & Gas Industry, Downstream Oil & Gas, Private Equity, Advanced Technologies, Reservoir Engineering, Drilling & Completions..., Petroleum Engineering, Production Engineering, Petrophysics, Finance, Management, Human Resources, Customer Relationship..., Technical Sales Support, Petrochemical, Branding & Reputation..., Petroleum Geology &..., Stategic Communications, Petroleum
Education
San Diego State University-California State University
Master of Business Administration (M.B.A.), Finance
University of Oregon
Master of Science (M.Sc.), Health & Physical Education
Zachary Hamel's The Newport Group Experience September 2012 - June 2014
Job Online Sales Executive at LKQ Corporation
Industry Publishing
Experience
LKQ Corporation June 2014 - Present
The Newport Group September 2012 - June 2014
Scholastic Book Fairs April 2011 - August 2012
Southern Document Specialists October 2009 - January 2011
Skills
Hard working, Creative, Dependable, Dependable Team Player, Leader, Devoted, Efficent, People Skills
Education
University of Phoenix 2010 — 2012
Bachelor of Business Administration (B.B.A.), Business Management
Seminole Community College 2007 — 2009
Associate of Arts (A.A.), Business Administration and Management, General
LKQ Corporation June 2014 - Present
The Newport Group September 2012 - June 2014
Scholastic Book Fairs April 2011 - August 2012
Southern Document Specialists October 2009 - January 2011
Skills
Hard working, Creative, Dependable, Dependable Team Player, Leader, Devoted, Efficent, People Skills
Education
University of Phoenix 2010 — 2012
Bachelor of Business Administration (B.B.A.), Business Management
Seminole Community College 2007 — 2009
Associate of Arts (A.A.), Business Administration and Management, General
Jeannine Hass's The Newport Group Experience June 1998 - Present
Job CPA, CGMA, Director, Accounting Services at The Newport Group
Industry Accounting
Experience
The Newport Group June 1998 - Present
Deloitte 1994 - 1998
FL Department of Revenue 1991 - 1994
Skills
Employee Benefits, Payroll, Financial Reporting, CPA, Customer Service, Multistate Tax, Deferred Compensation, Executive Compensation, Internal Audit, Management, Insurance, Financial Analysis, Accounting, Financial Services
Education
University of Florida
Master's degree, Accounting
University of Florida
The Newport Group June 1998 - Present
Deloitte 1994 - 1998
FL Department of Revenue 1991 - 1994
Skills
Employee Benefits, Payroll, Financial Reporting, CPA, Customer Service, Multistate Tax, Deferred Compensation, Executive Compensation, Internal Audit, Management, Insurance, Financial Analysis, Accounting, Financial Services
Education
University of Florida
Master's degree, Accounting
University of Florida
Bill Capps's The Newport Group Experience October 2008 - October 2010
Job Compliance & Relationship Manager at Retirement Direct
Industry Financial Services
Experience
Retirement Direct April 2015 - Present
TIAA-CREF May 2014 - April 2015
Retirement Direct October 2010 - May 2014
The Newport Group October 2008 - October 2010
Skills
Retirement Benefits, Retirement Plan..., Employee Benefits, Sales, Retirement, Retirement Planning, Investments, 401k, Financial Services, Series 7, Series 63, Securities, Insurance, Fixed Annuities, Compliance Testing, Form 5500 preparation
Education
University of North Carolina at Charlotte 1996 — 2000
BA, Finance and Financial Management Services
Retirement Direct April 2015 - Present
TIAA-CREF May 2014 - April 2015
Retirement Direct October 2010 - May 2014
The Newport Group October 2008 - October 2010
Skills
Retirement Benefits, Retirement Plan..., Employee Benefits, Sales, Retirement, Retirement Planning, Investments, 401k, Financial Services, Series 7, Series 63, Securities, Insurance, Fixed Annuities, Compliance Testing, Form 5500 preparation
Education
University of North Carolina at Charlotte 1996 — 2000
BA, Finance and Financial Management Services
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY