The Retirement Advantage

Industry: Company

Description

Founded: 1995 Subsidiaries: Benefit Planning & Administration, Inc., Capital Pension Services, Inc.

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The Retirement Advantage Employees

Employee
Years
Job
Industry
Jacquelyn Birkholz Jacquelyn Birkholz Appleton, Wisconsin Details
Jacquelyn Birkholz's The Retirement Advantage Experience September 2012 - July 2013
Job Student Account Specialist at Lawrence Unviersity and Event Coordinator Assistant at My Brother's Keeper Inc.
Industry Higher Education
Experience
Lawrence University  July 2013 - Present
My Brother's Keeper Inc.   November 2003 - Present
The Retirement Advantage   September 2012 - July 2013
PAI  November 2010 - August 2012
Johnson Financial Group  July 2008 - October 2010
Copps Food Center  June 2001 - July 2008
St. Norbert College  June 2004 - May 2008

Skills
Customer Service, Banking, Education, Fundraising, Non-profits, Organizing, Retail, Teamwork, Marketing, Leadership, Training, Team Leadership, Employee Benefits, Business Strategy, Budgets, Microsoft Office, 401k, Investments, Nonprofits, Finance

Education
St. Norbert College   2004 — 2008
Bachelor of Business Administration, Business and Sociology

Johnathon Thiel Johnathon Thiel Appleton, Wisconsin Details
Johnathon Thiel's The Retirement Advantage Experience September 2012 - February 2015
Job Client Service Associate at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group  February 2015 - Present
The Retirement Advantage   September 2012 - February 2015
Merrill Lynch Wealth Management  January 2012 - May 2012
St. Norbert College  August 2010 - May 2012
Menasha Packaging  June 2011 - August 2011
Primerica  June 2010 - August 2010
Sonoco  June 2010 - August 2010
St. Norbert College  August 2008 - August 2010
McKinley Reserve, LLC   June 2008 - August 2009

Skills
Teamwork, Time Management, Microsoft Office, Finance, Management, Critical Thinking, Investments, 401k, Employee Benefits, Budgets, Insurance, Analysis, Financial Markets, Life Insurance, Money Management, Social Skills, Accurate Data Entry, CRM, Customer Engagement, MS Office Suite, Budgeting, Internet, Calm Under Pressure, Business Management, Client Relationship..., Client Engagement, ESOP, 401k Rollovers

Education
St. Norbert College   2008 — 2012
Bachelor of Business Administration (BBA), Finance, General Business, Graduated May 13, 2012

Luke Radimer,ERPA, QPA Luke Radimer,ERPA, QPA Boise, Idaho Area Details
Luke Radimer,ERPA, QPA's The Retirement Advantage Experience December 2014 - Present
Job Client Relationship Manager at The Retirement Advantage
Industry Financial Services
Experience
The Retirement Advantage   December 2014 - Present

Skills
Data Analysis, Executive Reporting, Creative Problem Solving, Outstanding Customer..., Project Managment, Stategic Planning, Six Sigma, Change Management, Organizational..., Project Management, Pensions, Management, Strategic Planning, Customer Service, Human Resources, Retirement Planning, 401k, Employee Benefits

Education
Stony Brook University   1998 — 2002
Bachelor of Science, Economics, Business Administration

Kristy Singleton Kristy Singleton Mobile, Alabama Area Details
Kristy Singleton's The Retirement Advantage Experience March 2015 - Present
Job Client Relationship Manager at The Retirement Advantage
Industry Accounting
Experience
The Retirement Advantage   March 2015 - Present
Administration Partners, LLC   December 2005 - February 2015

Skills
Account Reconciliation, System Administration, Accounting, Accounts Payable, General Ledger, Data Entry, Microsoft Word, Payroll, Bookkeeping, Accounts Receivable, Microsoft Excel, Microsoft Office, Customer Service, Office Management

Education
Meridian Community College   1996 — 1998
Associate's of Applied Science Degree, Radio and Television Broadcasting Technology/Technician

Kristen McCole Kristen McCole Greater Philadelphia Area Details
Kristen McCole's The Retirement Advantage Experience February 2015 - Present
Job Client Administration
Industry Financial Services
Experience
The Retirement Advantage   February 2015 - Present
Vanguard  November 1999 - January 2015
Wyeth-Ayerst  November 1996 - November 1999
Office of Consumer Affairs   September 1993 - November 1996

Skills
Project Management, Process Improvement, Relationship Management, Customer Service, Investments

Education
Immaculata University
Bachelor of Science (B.S.), Human Performance Management

Bill Sunagel Bill Sunagel Greater Milwaukee Area Details
Bill Sunagel's The Retirement Advantage Experience December 2014 - Present
Job Marketing and Communications Director at The Retirement Advantage
Industry Marketing and Advertising
Experience
The Retirement Advantage   December 2014 - Present
Arandell Corporation  August 2011 - December 2014
Creative Communication Solutions   April 2002 - September 2012
C&H Distributors, LLC   September 2010 - August 2011
MPI Corporation  October 2008 - September 2010
RE/MAX Universal Realty   March 2006 - September 2008
JACOBSON ROST MARKETING COMMUNICATIONS   November 2004 - March 2006
A.N. ANSAY & ASSOCIATES INSURANCE SERVICES   April 2002 - October 2004
The Frantz Group  2000 - 2002

Education
Marian College of Fond du Lac   1996 — 2000
BA, Organizational Communications/PR emphasis

Elk Grove HS

Andrew Secula Andrew Secula York, Pennsylvania Details
Andrew Secula's The Retirement Advantage Experience September 2014 - Present
Job Compliance Analyst at The Retirement Advantage
Industry Information Technology and Services
Experience
The Retirement Advantage   September 2014 - Present
PicturingLife Photography   2013 - Present
Prometric  2011 - 2013
American Retirement Plans Services   2009 - 2010
Pension Alliance   2007 - 2009
Sterling Financial Trust Company (now part of PNC Bank)   2006 - 2007
T. Rowe Price  1998 - 2006
Ritz Camera & Image  1996 - 1998

Skills
Microsoft Excel, Photography, Creative Writing, Microsoft Word, Relius, Mathematics, Outlook, PowerPoint, Organization, Microsoft SQL Server, Adobe Acrobat, Proofreading, Guitar, Music Theory, Windows Movie Maker, Photoshop, HP Openview, Citrix, Firewalls, Java

Education
Frostburg State University
Bachelor of Science (B.S.), Mass Communication/Media Studies

Derek A'Hara Derek A'Hara Tampa/St. Petersburg, Florida Area Details
Derek A'Hara's The Retirement Advantage Experience November 2014 - Present
Job Retirement Plan & Investment Consultant
Industry Financial Services
Experience
The Retirement Advantage   November 2014 - Present
Aspire Financial Services  September 2013 - September 2014
ADP Retirement Services  April 2007 - August 2013
Franklin Templeton Investments  July 2004 - March 2007
Franklin Templeton Investments  September 2000 - July 2004

Skills
Relationship Management, Cold Calling, Salesforce.com, Sales, Sales Operations, Retirement Planning, Retirement, Financial Services, Defined Contribution, Investments, Series 7, 401k, Mutual Funds, Series 63, Finance, Wealth Management

Education
Michigan State University

Daniel Caffrey Daniel Caffrey Greater New York City Area Details
Daniel Caffrey's The Retirement Advantage Experience July 2015 - Present
Job Regional Sales Director at The Retirement Advantage
Industry Financial Services
Experience
The Retirement Advantage   July 2015 - Present
Township of Morris  January 2009 - Present
EisnerAmper Wealth Management Coprorate Benefits   January 2014 - July 2015
Merrill Lynch  September 2010 - January 2014
Compensation Solutions Inc  July 2009 - September 2010
UBS Wealth Management  February 2008 - July 2009
Mortgage Express/Superior Mortgage   October 2005 - February 2008
Home 123  October 2001 - September 2005
Champion Mortgage  July 1986 - October 2001

Skills
Wealth Management, Small Business, Public Speaking, Strategic Planning, Customer Relations, Investments, Customer Service, Banking, Budgets, Credit, Finance, Financial Analysis, Financial Services, Human Resources, Insurance, Loans, Management, Real Estate, Refinance, Risk Management, Sales, Strategic Financial..., Mutual Funds, Portfolio Management, Series 7, Financial Advisory, Mortgage Lending, Retirement Planning, Investment Advisory, Series 63, Securities, Asset Management, 401k, Asset Allocation, Equities, Alternative Investments, Retirement, Estate Planning, Community Service, Defined Benefit, Defined Contribution, Pensions, Employee Benefits, Investment Strategies, Financial Planning

Education
Seton Hall University   1978 — 1982
Bachelor of Arts (BA), Business Communications

Amy Sawyer Amy Sawyer Greater Denver Area Details
Amy Sawyer's The Retirement Advantage Experience January 2013 - Present
Job New Business Consultant at The Retirement Advantage
Industry Financial Services
Experience
The Retirement Advantage   January 2013 - Present
Great-West Retirement Services  May 2009 - January 2013
Great-West Retirement Services  January 2008 - July 2009

Skills
401k, Series 63, Retirement Plan..., Series 6, Retirement, Profit Sharing, Mutual Funds, Employee Benefits, Financial Services, IRAs, Investments, Pensions, Retirement Planning, ERISA, Defined Benefit, Defined Contribution

Education
University of Colorado at Boulder   2004 — 2007
Bachelor of Arts (B.A.), Mathematics, Economics

Robert D. Kowalewski, MBA, AIF®, CRPS Robert D. Kowalewski, MBA, AIF®, CRPS South Bend, Indiana Area Details
Robert D. Kowalewski, MBA, AIF®, CRPS's The Retirement Advantage Experience February 2010 - January 2011
Job Visionary Entrepreneur, Fiduciary Consultant and Capital Markets Specialist
Industry Banking
Experience
PNC  January 2013 - Present
PNC  January 2013 - Present
DailyAccess Corporation  January 2011 - January 2013
R Squared Retirement Solutions   January 2009 - January 2013
The Retirement Advantage   February 2010 - January 2011
Lincoln Financial Group  June 2007 - April 2009
First Mercantile  September 2003 - June 2007
Fifth Third Bank  September 1997 - September 2003

Skills
Strategic Leadership, Non-profit Leadership, Non-profit Board..., Business Coaching, Relationship Management, Finance, Fiduciary Services, Foundations, Institutional..., Asset Allocation, Investment Advisory, Financial Advisory, Cash Management, Fixed Income Strategies, Investments, Asset Management, Investment Management, Investment Strategies, ERISA, Portfolio Management, Defined Contribution, Retirement Plan..., Retirement Planning, 401k, Pensions, Retirement, Defined Benefit, Qualified Retirement..., Profit Sharing, Employee Benefits, Mutual Funds, Financial Services, Sales, Fixed Annuities, ETFs, Estate Planning, Institutional Sales, Wealth Management, Wealth, Territory Management, Territory Development, Strategic Financial..., Financial Planners, High Net Worth..., Securities, Equities, Alternative Investments, Separately Managed..., Fixed Income, Life Insurance

Education
Loyola University Chicago   2013 — 2015
Master of Business Administration (MBA), Strategic Leadership

Walsh College   1991 — 1993
Bachelor of Business Administration (BBA), Finance

Craig Mazzini Craig Mazzini Greater Denver Area Details
Craig Mazzini's The Retirement Advantage Experience April 2014 - Present
Job National Sales Manager at The Retirement Advantage
Industry Financial Services
Experience
The Retirement Advantage   April 2014 - Present
Mutual of Omaha  March 2010 - January 2014
JennisonDryden Mutual Funds   December 2007 - November 2009
Wachovia Retirement Services  2006 - 2007
Matrix Settlement & Clearance Services   2004 - 2006
GoldK  2002 - 2004

Skills
401k Sales, External Wholesaler, Retirement Plans, 401k, Retirement, Mutual Funds, Investments, Retirement Services, Consultative Selling, Customer Relations, New Business Development, Defined Contribution..., Retirement Planning, Customer Service, Selling, Pensions, Insurance, ERISA, Retirement Plan..., Portfolio Management, Securities, Qualified Retirement..., Defined Benefit, Employee Benefits, Financial Services, Series 6, Strategy, Sales, Fixed Annuities, Series 63, Life Insurance, Relationship Management

Education
University of Hartford
Econ-Finance

Jessica Quaday, QKA Jessica Quaday, QKA Appleton, Wisconsin Details
Jessica Quaday, QKA's The Retirement Advantage Experience February 2014 - Present
Job Processing & Support Team Manager at The Retirement Advantage
Industry Financial Services
Experience
The Retirement Advantage   February 2014 - Present
Alliance Benefit Group North Central States, Inc.   2008 - January 2014
Eide Bailly LLP  April 1999 - November 2008

Skills
Pensions, Payroll, Accounting, Retirement, ERISA, Employee Benefits, Defined Contribution, Financial Analysis, Account Reconciliation, QuickBooks, 401k, Business Planning, Microsoft Excel, Financial Statements, Public Speaking, 457 Plans, 403 b, ESOP, Form 5500, Customer Service, PowerPoint, Accounts Receivable, Accounts Payable, Strategic Planning, Department Budgeting, Staff Development

Education
Rasmussen College-Minnesota   2012 — 2015
Bachelor's degree, Accounting, 3.74 GPA

Minnesota West Community and Technical College   1993 — 1995
Associate of Arts and Sciences (A.A.S.), Accounting, Graduated

Corbin Welch Corbin Welch Appleton, Wisconsin Details
Corbin Welch's The Retirement Advantage Experience June 2004 - June 2012
Job Vice President at National Administration Inc.
Industry Financial Services
Experience
National Administration Inc.   May 2012 - Present
National Administration Incorporated   June 2012 - January 2014
The Retirement Advantage   June 2004 - June 2012
Benefit Administration, Inc.   2001 - 2004

Skills
401k, Retirement, Analysis, Defined Benefit, Customer Relations, Customer Service, Retirement Planning, Financial Advisory, Investments, Retirement Plan..., ERISA, Profit Sharing, CRM, Defined Contribution, Business Planning, Pensions, Qualified Retirement..., Mutual Funds

Education
Lakeland College   2007 — 2009
Bachelors, Accounting

University of Wisconsin-Milwaukee - Lubar School of Business   1996 — 2000
Bachelors, Finance

Brenda M. Brumm Brenda M. Brumm Shawnee, Kansas Details
Brenda M. Brumm's The Retirement Advantage Experience January 2014 - Present
Job Internal Sales Consultant at The Retirement Advantage, Inc.
Industry Financial Services
Experience
The Retirement Advantage   January 2014 - Present
The Retirement Advantage   June 2010 - December 2013
DC Specialists, Inc.   January 2008 - March 2010
BenefitStreet  July 2007 - December 2007
SkillPath Seminars  November 2003 - May 2007
JPMorgan Chase Retirement Plan Services   April 1998 - November 2003
The Principal Financial Group  March 1993 - March 1998
Boatmen's Bank  August 1989 - March 1993

Skills
Pensions, 401k, Retirement, Profit Sharing, Defined Contribution, Retirement Plan..., Financial Services, CRM, Retirement Planning, Employee Benefits

Education
North Iowa Area Community College   1986 — 1988
Associate Degree, Accounting and Business Management

Friends University

Darin Erdmann, CRPS Darin Erdmann, CRPS Las Vegas, Nevada Area Details
Darin Erdmann, CRPS's The Retirement Advantage Experience February 2009 - Present
Job Business Consultant for The Retirement Advantage, Inc. South Western Region
Industry Financial Services
Experience
The Retirement Advantage   February 2009 - Present
UNIFI Companies - Ameritas, Acacia, Union Central and affilitated companies   February 2003 - December 2008
Principal Financial Group  1996 - 1999

Skills
401k, Profit Sharing, Plan Design, Defined Benefit, Cash Balance, Retirement Plan..., Business Planning, Qualified Retirement..., Pensions, Defined Contribution, ERISA, Life Insurance, Series 63, Series 6, IRAs, Series 7, Retirement, Retirement Planning, Mutual Funds

Education
Osage Community High School   1981 — 1984

North Iowa Area Community College

Hunter Long Hunter Long Columbus, Georgia Area Details
Hunter Long's The Retirement Advantage Experience September 2009 - August 2011
Job Account Manager at OmegaFi
Industry Financial Services
Experience
OmegaFi  August 2011 - Present
The Retirement Advantage   September 2009 - August 2011
GreenPoint Mortgage  May 2005 - February 2009
GreenPoint Mortgage  August 2006 - May 2007
Willy T's Chicken Fingers   2001 - 2005

Skills
Account Management, Leadership, Analysis, Management, Finance, Accounting, Insurance, Customer Service, Credit, Training, Marketing, Team Building, Employee Benefits

Education
Columbus State University   2001 — 2004
Business, Marketing

Chattahoochee Valley Community College   1998 — 2001
Arts

Paula Feeney Paula Feeney Greater Boston Area Details
Paula Feeney's The Retirement Advantage Experience October 2014 - Present
Job Client Relationship Manager at The Retirement Advantage
Industry Financial Services
Experience
The Retirement Advantage   October 2014 - Present
Fidelity Investments  March 2009 - June 2010
Fidelity Investments  March 2007 - November 2008
Fidelity Investments  August 2006 - March 2007
Fidelity Investments  September 1999 - March 2001
Scudder Investments  September 1996 - August 1999
KPMG US  August 1994 - September 1996

Skills
Process Improvement, Mutual Funds, Strategic Financial..., Investments, Financial Planning, Mergers & Acquisitions, Operations Management, Retirement, Retirement Planning

Education
Merrimack College   1987 — 1991
BS in Business, Accounting

Courtney A. Zanghi, CRPS, AIF® Courtney A. Zanghi, CRPS, AIF® Raleigh-Durham, North Carolina Area Details
Courtney A. Zanghi, CRPS, AIF®'s The Retirement Advantage Experience June 2014 - March 2015
Job Regional Vice President United Retirement Plan Consultants MidAtlantic/North Carolina
Industry Financial Services
Experience
United Retirement Plan Consultants  March 2015 - Present
The Retirement Advantage   June 2014 - March 2015
SMA Services Inc.   May 2013 - June 2014
Next Financial  June 2012 - May 2013
Centinel Financial Group, LLC  August 2011 - April 2012
Ameritas  April 2006 - March 2011
Travers, O'keefe   May 2005 - April 2006
New York Life Insurance Company  June 1999 - May 2005

Skills
401k, Accredited Investment..., ERISA, Defined Contribution, Cash Balance, Due Diligence, Investments, Pensions, Pension Administration, Performance Benchmarking, Investment Advisory, Plan Design, Defined Benefit, Fiduciary, Retirement, Retirement Planning, Series 63, Financial Advisory, Series 6, Investment Management, Wealth Management..., Qualified Retirement..., Profit Sharing, Retirement Plan..., Portfolio Management, Consulting, Strategic Planning, Mutual Funds, Asset Allocation, Fixed Annuities, Series 7, Wealth Management, Securities, Investment Strategies, Financial Services, Financial Planners, Asset Management, FINRA, Variable Annuities, Pension Funds, Wealth Accumulation, Separately Managed..., Savings, 401k Rollovers, Roth IRA, Financial Analysis, Estate Planning, Life Insurance, Financial Planning

Education
The College of Saint Rose   1993 — 1996
Biochemistry

Alfred State College - SUNY College of Technology   1992 — 1993
Biochemistry

College for Financial Planning
CRPS®,, Retriement Planning

Fi360
Accredited Investment Fiduciary, Fiduciary

The American College
Certified Retirement Plan Specialist, Qualified Pension Plans

Murray Glass Murray Glass Greater Chicago Area Details
Murray Glass's The Retirement Advantage Experience February 2009 - January 2010
Job Midwest Regional Vice President at Farmer and Betts Pension Consulting
Industry Financial Services
Experience
Farmer and Betts Pension Consulting   March 2015 - Present
TWG Benefits   February 2013 - March 2015
Dana Consulting Group   January 2012 - January 2013
The Retirement Advantage   February 2009 - January 2010
Tegra Financial Partners   March 2008 - January 2009
Benefit Services Group, Inc.   February 2007 - March 2008
RSM McGladrey  April 2005 - December 2006

Skills
401k, Retirement, Plan Design, Profit Sharing, Retirement Services, New Business Development, Consultative Selling, Retirement Plan..., Client Service, Defined Contribution, Employee Benefits, ERISA, Retirement Planning, Pensions, Defined Benefit, Consulting, Sales, Business Planning, Financial Services, Investments, Financial Advisory, Series 6, Mutual Funds, Series 63, Client Services, Selling

Education
University of Massachusetts, Amherst
Political Science

Jennifer Sarnowski Jennifer Sarnowski Indianapolis, Indiana Area Details
Jennifer Sarnowski's The Retirement Advantage Experience January 2014 - January 2015
Job Plan Manager at OneAmerica Financial Partners Inc.
Industry Financial Services
Experience
OneAmerica Financial Partners Inc.  February 2015 - Present
The Retirement Advantage   January 2014 - January 2015
The Retirement Advantage   2008 - December 2013
Dungarvin  2003 - 2012
Emjay Corporation  1988 - 2008

Skills
401k, Retirement, Pensions, Retirement Planning, Retirement Plan..., ERISA, Profit Sharing, Defined Contribution, Employee Benefits, Qualified Retirement...

Education
Cardinal Stritch University
Bachelor's degree, Elementary Education and Teaching

Heidi Asdot Heidi Asdot Pittsfield, New Hampshire Details
Heidi Asdot's The Retirement Advantage Experience May 2015 - Present
Job Plan Administration Team Leader at The Retirement Advantage
Industry Financial Services
Experience
The Retirement Advantage   May 2015 - Present
The Retirement Advantage   March 2015 - Present
Tyler, Simms & St. Sauveur, CPAs   April 2014 - March 2015
Retirement Alliance, Inc.   July 2011 - February 2014
Third Party Administrators, Inc.   October 2006 - July 2011
Sterling Jewelers  June 2004 - October 2006

Skills
Accredited Pension..., NIPA, ASC Administration..., Relius Software..., Salesforce.com..., Proficient in Microsoft..., SRT, Treeno, Salesforce.com, Pensions, 401k, Retirement, Defined Contribution, Pension Administration, Sales, Customer Service, Coaching

Education
Southern New Hampshire University   2003 — 2005
Business Management

Southern New Hampshire University   2001 — 2003
Business Management

Lindsay Hanley, CRPS Lindsay Hanley, CRPS Greater Nashville Area Details
Lindsay Hanley, CRPS's The Retirement Advantage Experience July 2012 - August 2013
Job Financial Professional
Industry Financial Services
Experience
VALIC  December 2014 - Present
Lincoln Financial Group  August 2013 - November 2014
The Retirement Advantage   July 2012 - August 2013
Alliance Benefit Group - Pentegra Retirement Services   August 2011 - July 2012
ING  February 2008 - January 2011
Mutual of America  March 2006 - February 2008
Ameriprise Financial Services, Inc.   January 2005 - March 2006

Skills
Defined Contribution, Defined Benefit, Series 7, Investments, Pensions, Mutual Funds, Retirement, 401k, 403 b, Series 66, Insurance, Annuities, Health, Disability Insurance, Annuity, Retirement Planning, Health Insurance, Securities, IRA's, Universal Life, Term Life Insurance, Financial Planning, Roth IRA, Whole Life, Wealth Management, Fixed Annuities, Equities, Fixed Income, IRAs, Strategic Financial..., Employee Benefits, Financial Planners, Estate Planning, ETFs, Series 63, Asset Management, Financial Advisory, Investment Advisory, Financial Services, FINRA, Retirement Plan..., Uniform Combined State...

Education
College for Financial Planning   2007 — 2007
Chartered Retirement Plans Specialist

Roger Williams University   1999 — 2004
BS, Biology

Hannah Wade Hannah Wade Columbus, Georgia Details
Hannah Wade's The Retirement Advantage Experience September 2005 - April 2009
Job Training Coordinator at OmegaFi
Industry Nonprofit Organization Management
Experience
OmegaFi  December 2011 - Present
OmegaFi  July 2009 - November 2011
The Retirement Advantage   September 2005 - April 2009

Skills
Human Resources, Employee Training, Development Of Employees, Workshop Facilitation, Public Speaking, Account Management, Microsoft Office, Event Planning, Social Networking, Fundraising, Time Management, Training, Recruiting

Education
Columbus State University   2005 — 2011
Bachelor of Business Administration (B.B.A.), Management - Human Resources

Dan Litwora Dan Litwora Portland, Oregon Area Details
Dan Litwora's The Retirement Advantage Experience March 2012 - Present
Job Regional Sales Consultant at The Retirement Advantage
Industry Financial Services
Experience
The Retirement Advantage   March 2012 - Present
Verisight, Inc.   September 2004 - March 2012
Aon Hewitt  August 2000 - August 2004

Skills
Defined Benefit, Actuarial Science, 401k, Retirement, Pensions, Leadership, Retirement Planning

Education
Ball State University - College of Business   1995 — 2000
Bachelor of Science (BSc), Mathematics

Jessica Walzer Jessica Walzer Rochester, New York Area Details
Jessica Walzer's The Retirement Advantage Experience May 2015 - Present
Job Client Relationship Manager at The Retirement Advantage
Industry Financial Services
Experience
The Retirement Advantage   May 2015 - Present
Lifetime Benefit Solutions, Inc.   June 2014 - May 2015
EPIC Advisors, Inc.   January 2009 - June 2014
Paychex  January 2008 - January 2009
Natapow Management   June 2005 - September 2007

Skills
401k, Retirement Planning, Retirement Plan..., Mutual Funds, Retirement, Profit Sharing, Leadership, Defined Contribution, Investment Advisory, Employee Benefits, Financial Services, Relationship Management, Insurance

Education
State University of New York College at Brockport   2002 — 2006
B.S., History, Statistics

Amy Schumacher Amy Schumacher Nisswa, Minnesota Details
Amy Schumacher's The Retirement Advantage Experience May 2012 - August 2013
Job Retirement Plan Consultant at The Retirement Advantage
Industry Financial Services
Experience
The Retirement Advantage   May 2012 - August 2013
DWC ERISA Consultants, Inc.   February 2010 - July 2011
SuperiorUSA Corporation   October 2008 - February 2010
BISYS  2000 - 2007

Skills
401k, Retirement, Pensions, Retirement Planning, Defined Benefit, ERISA, Access, Team Building, Customer Service

Education
Minnesota School of Business   1988 — 1989
Accounting Degree, Accounting

Carmellia McCray, RPA Carmellia McCray, RPA Kansas City, Missouri Area Details
Carmellia McCray, RPA's The Retirement Advantage Experience October 2011 - April 2012
Job Onsite Participant Counselor St. Luke's Health System at Transamerica Retirement Solutions
Industry Investment Management
Experience
Transamerica Retirement Solutions  April 2012 - Present
The Retirement Advantage   October 2011 - April 2012
Lockton Financial Advisors/ Lockton Investment Advisors   2008 - October 2011
TIAA-CREF  2008 - 2008
JP Morgan  2004 - 2008

Skills
Defined Benefit, ERISA, Retirement, Series 63, 401k, Defined Contribution, Pensions, Series 7, Financial Services, Retirement Planning, Employee Benefits, Securities, Mutual Funds, Asset Allocation, Investments, Insurance, Investment Management, Asset Management, Benefits Administration, Investment Strategies, Wealth Management, Fixed Annuities, Risk Management, Retirement Plan...

Education
University of Missouri-Columbia
BA, History and Political Science

Brandy Turner, QKA Brandy Turner, QKA Birmingham, Alabama Area Details
Brandy Turner, QKA's The Retirement Advantage Experience October 2014 - Present
Job Client Relationship Manager at The Retirement Advantage, Inc.
Industry Financial Services
Experience
The Retirement Advantage   October 2014 - Present
It Works Global  June 2013 - Present
Benefit Consultants, LLC   September 2011 - August 2014
Employee Fiduciary  May 2009 - September 2011
DailyAccess   October 2008 - May 2009
Morgan Keagan Trust   December 2006 - October 2008

Skills
Account Reconciliation, Accounting, Employee Benefits, Defined Contribution, 401k, Retirement, Human Resources, Microsoft Excel, Benefits Administration, Retirement Planning, Pension Administration, Pensions, Retirement Plan..., Qualified Retirement..., Process Improvement

Education
Faulkner University   2008 — 2009
Bachelor, Business Administration

Samford University   2002 — 2006
Accounting

Liberty University
Masters, Business Administration

Lynell Bartosek Lynell Bartosek Oshkosh, Wisconsin Area Details
Lynell Bartosek's The Retirement Advantage Experience February 2006 - Present
Job Internal Sales Consultant at The Retirement Advantage
Industry Financial Services
Experience
The Retirement Advantage   February 2006 - Present
Emjay Corporation  January 2005 - January 2006
Metavante  December 2000 - January 2005

Skills
401k, Retirement, Series 63, Retirement Plan..., Retirement Planning, Profit Sharing, Defined Benefit, Defined Contribution, ERISA, Financial Services, Investments, Series 6, Mutual Funds, Qualified Retirement..., Sales

Education
College of DuPage   1981 — 1983
Associate's Degree, General Office Occupations and Clerical Services

Naperville North High School   1977 — 1981
Graduated in 1981, College Prep

Krista Drager Krista Drager Greater Milwaukee Area Details
Krista Drager's The Retirement Advantage Experience August 2013 - September 2014
Job eCommerce Manager at Reprographic Technologies, Inc.
Industry Marketing and Advertising
Experience
Reprographic Technologies, Inc.   September 2014 - Present
The Retirement Advantage   August 2013 - September 2014
Association of Equipment Manufacturers  July 2012 - July 2013
Johnson Controls  February 2011 - July 2012
Chamness Group  November 2010 - February 2011
Ellingsen & Brady Advertising   August 2010 - December 2010
Ogden & Company, Inc.   June 2010 - August 2010

Education
Mount Mary University
Communications

University of Wisconsin-Milwaukee
Business Administration

Rick Brandesky Rick Brandesky Houston, Texas Area Details
Rick Brandesky's The Retirement Advantage Experience 2011 - Present
Job Regional Sales Consultant Retirement Plans
Industry Financial Services
Experience
The Retirement Advantage   2011 - Present
Edward Jones  2010 - 2011
Paychex  2007 - 2010
Shell Employees Federal Credit Union   2004 - 2007
State Farm Insurance  2003 - 2004
Paychex  1999 - 2003
Aflac  1996 - 1998

Skills
New Business Development, Sales, Business Development, 401k, Retirement, Profit Sharing, Defined Benefit, Pensions, Retirement Plan..., Retirement Planning, Employee Benefits, ERISA, Series 63, Insurance, Investments, Series 6, Financial Advisory, Defined Contribution, PEO, Cash Balance Plans

Education
Texas A&M University-Corpus Christi
Business Administration, Marketing

Janice Herrin Janice Herrin Athens, Georgia Area Details
Janice Herrin's The Retirement Advantage Experience November 2008 - May 2009
Job Product Support Specialist at Wolters Kluwer, CCH
Industry Computer Software
Experience
Wolters Kluwer, CCH  March 2010 - Present
ftwilliam.com   September 2009 - March 2010
The Retirement Advantage   November 2008 - May 2009
DM&L Benefits   June 1996 - October 2008
Regions Financial Corporation  May 1987 - June 1996
Coopers & Lybrand Consulting  May 1985 - May 1987
Alexander & Alexander, Inc   May 1984 - May 1985
Buck Consultants  September 1977 - September 1981

Skills
401k, Pensions, Account Management, Retirement, Employee Benefits, Salesforce.com, Data Conversion, Marketing, Benefits Administration, Consulting, User Acceptance Testing, Mutual Funds, Defined Benefit, Financial Services, Relationship Management, Investments, Retirement Planning, Financial Planning

Education
Emmanual College
Associate of Arts (AA), Mathematics

The University of Georgia
Bachelor of Science (BS), Mathematics and Computer Science

De Anna (Turcotte) Harris De Anna (Turcotte) Harris Salem, Oregon Details
De Anna (Turcotte) Harris's The Retirement Advantage Experience April 2004 - July 2007
Job Business Analyst at Cover Oregon
Industry Government Administration
Experience
Cover Oregon  June 2013 - Present
State of Oregon  September 2011 - May 2013
State of Oregon  September 2011 - March 2012
State of Oregon  November 2008 - September 2011
Canyon Creek Financial   September 2007 - September 2008
The Retirement Advantage   April 2004 - July 2007
KeyLink Solutions   February 1999 - November 2003

Skills
Business Analysis, Project Management, Visio, Requirements Analysis, Process Improvement, Business Process..., Training, Customer Service, Public Speaking, Leadership, Coaching, Team Building, Healthcare, Event Planning, Employee Benefits, Start-ups, Government, Access

Education
University of Phoenix   2004 — 2005
none, Business Administration and Management, General

Tracie Burritt Tracie Burritt Olathe, Kansas Details
Tracie Burritt's The Retirement Advantage Experience October 2011 - May 2015
Job Plan Administrator at Qualified Plans, LLC
Industry Financial Services
Experience
Qualified Plans, LLC  June 2015 - Present
The Retirement Advantage   October 2011 - May 2015

Skills
Defined Contribution, Financial Analysis, Financial Services, Process Improvement, Investments, 401k, Employee Benefits, Pensions, Retirement Planning, Accounting, Account Management, Analysis, Data Analysis, Customer Service, CRM, Microsoft Excel, Microsoft Office, Microsoft Word, Outlook, Training, Time Management, Teamwork, Project Management

Education
Grand Valley State University   1993 — 1997
Bachelor’s Degree, Accounting

Nathan Haag Nathan Haag Appleton, Wisconsin Details
Nathan Haag's The Retirement Advantage Experience October 2014 - Present
Job Retirement Plan Administrator at The Retirement Advantage
Industry Financial Services
Experience
The Retirement Advantage   October 2014 - Present
Mission Essential℠  October 2012 - October 2013
U.S. Army Reserve   June 2009 - June 2013
US Army  June 2005 - June 2009

Skills
Intelligence, Intelligence Analysis, Report Writing, Management, All-Source Analysis, Business Analysis, Microsoft Office, Insurgency, Research, Online Research, Counterinsurgency, SIGINT, Personnel Security, Physical Security, Counterintelligence, IED, Security Clearance, All-Source Intelligence, Political Intelligence, ArcGIS, HUMINT, ArcMap, M3, FalconView, Google Earth, ISR, Intelink, JWICS, IMINT, Pathfinder, Biometrics, Retirement Savings, 401k, Relius, TPA, Counterterrorism

Education
University of Phoenix   2013 — 2013
Master of Business Administration (MBA), Business Administration and Management, General

University of Phoenix   2010 — 2012
Bachelor of Science (BS), Criminal Justice/Law Enforcement Administration

James Goodnight James Goodnight Neenah, Wisconsin Details
James Goodnight's The Retirement Advantage Experience February 2015 - Present
Job Support Team Associate at The Retirement Advantage
Industry Accounting
Experience
The Retirement Advantage   February 2015 - Present
Cadre Services Wisconsin  January 2014 - February 2015
Reynolds Consumer Products  June 2006 - June 2008
Manpower Staffing  December 2005 - June 2006
Breadsmith  March 1997 - August 2004

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Accounting, MEI, SAP, PowerPoint, Data Entry

Education
Lakeland College   2012 — 2013
Bachelor's Degree, Accounting

Fox Valley Technical College   2010 — 2011
Associate's Degree, Accounting

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