The Retirement Plan Company, LLC
Description
Founded: 1992 Subsidiaries: A.C.G. Associates, Inc.,
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The Retirement Plan Company, LLC Employees
Employee
Years
Job
Industry
Rob Crotty Rob Crotty's The Retirement Plan Company, LLC Experience 2002 - 2005
Job Education Solutions Specialist at EMC
Industry Marketing and Advertising
Experience
EMC July 2013 - Present
Direxxis, Inc. April 2012 - May 2013
Insperity February 2010 - July 2011
InvestLink Technologies October 2007 - July 2009
Principal Financial Group 2005 - 2007
The Retirement Plan Company LLC 2002 - 2005
GoldK 2000 - 2004
Skills
401k, SaaS, Account Management, Lead Generation, New Business Development, Employee Benefits, Sales, Sales Process, Marketing, Strategic Partnerships, Cold Calling, Direct Sales, Training, Strategy, Management, Salesforce.com
Education
Massachusetts College of Liberal Arts 1993 — 1996
BA
EMC July 2013 - Present
Direxxis, Inc. April 2012 - May 2013
Insperity February 2010 - July 2011
InvestLink Technologies October 2007 - July 2009
Principal Financial Group 2005 - 2007
The Retirement Plan Company LLC 2002 - 2005
GoldK 2000 - 2004
Skills
401k, SaaS, Account Management, Lead Generation, New Business Development, Employee Benefits, Sales, Sales Process, Marketing, Strategic Partnerships, Cold Calling, Direct Sales, Training, Strategy, Management, Salesforce.com
Education
Massachusetts College of Liberal Arts 1993 — 1996
BA
Sarah Tuley, CPA's The Retirement Plan Company, LLC Experience November 2012 - June 2013
Job Accounting Manager at Parallon
Industry Accounting
Experience
Parallon August 2013 - Present
Nashville Symphony March 2012 - Present
The Retirement Plan Company, LLC November 2012 - June 2013
HCA Physician Services January 2012 - November 2012
Kenny Pipe & Supply September 2009 - December 2011
Middle Tennessee State University April 2009 - September 2009
Lattimore, Black, Morgan and Cain, PPC August 2007 - July 2008
Skills
Accounting, Financial Statements, Variance Analysis, GAAP, Internal Controls, Financial Reporting, Auditing, Financial Accounting, Tax, CPA, Assurance, Tax Preparation, Sarbanes-Oxley Act, General Ledger, US GAAP, Fixed Assets, Revenue Recognition, Journal Entries, Cost Accounting, Accounts Payable, Account Reconciliation, Consolidation, Bank Reconciliation, Income Tax, Financial Analysis, Cash Management, Payroll, Sarbanes-Oxley, Forecasting, Sales Tax
Education
Middle Tennessee State University 2004 — 2007
BBA, Accounting
Columbia State Community College 1998 — 2000
Associate of Arts (A.A.), Music
Parallon August 2013 - Present
Nashville Symphony March 2012 - Present
The Retirement Plan Company, LLC November 2012 - June 2013
HCA Physician Services January 2012 - November 2012
Kenny Pipe & Supply September 2009 - December 2011
Middle Tennessee State University April 2009 - September 2009
Lattimore, Black, Morgan and Cain, PPC August 2007 - July 2008
Skills
Accounting, Financial Statements, Variance Analysis, GAAP, Internal Controls, Financial Reporting, Auditing, Financial Accounting, Tax, CPA, Assurance, Tax Preparation, Sarbanes-Oxley Act, General Ledger, US GAAP, Fixed Assets, Revenue Recognition, Journal Entries, Cost Accounting, Accounts Payable, Account Reconciliation, Consolidation, Bank Reconciliation, Income Tax, Financial Analysis, Cash Management, Payroll, Sarbanes-Oxley, Forecasting, Sales Tax
Education
Middle Tennessee State University 2004 — 2007
BBA, Accounting
Columbia State Community College 1998 — 2000
Associate of Arts (A.A.), Music
Lisa Sagendorph Lisa Sagendorph's The Retirement Plan Company, LLC Experience June 2012 - July 2013
Job In order to succeed, your desire for success should be greater than your fear of failure.
Industry Information Technology and Services
Experience
MillerCoors Via IBM May 2014 - September 2015
The Retirement Plan Company, LLC June 2012 - July 2013
Sage Pc Repair/Cable termination 2003 - 2013
SourceLink April 2012 - June 2012
Ohio Community Media July 2010 - January 2012
Caanan March 2010 - July 2010
City of Fairborn March 2010 - June 2010
Setter, Delphi Harrison January 1997 - January 2007
Taco Bell January 1998 - 2007
Hardees Food System June 1991 - 1996
Skills
Servers, Troubleshooting, Software Installation, Visio, Hardware, Windows XP, Windows 7, Technical Support, Laptops, Microsoft Excel, Network Administration, Help Desk Support, Information Technology, Switches, Printers, IT Operations, Outlook, Software, Routers, Networking, Computer Maintenance, Hardware Support, FTP, Customer Satisfaction, VPN, Leadership, Cabling, Training, HTML, FrontPage, Cisco Technologies, Computer Repair, Active Directory, System Deployment, Antivirus, Mac OS, exchange server 2010, 2008 R2, Spiceworks, Ghost Imaging, Virtualization, 2x, windows 8, Computer Hardware, Microsoft Exchange, Windows, SharePoint, Remote Desktop, Management, Microsoft Office
Education
Sinclair Community College 2012 — 2013
Associate's Degree, Microsoft Security Specialist, 3.4 GPA
Sinclair Community College 2008 — 2010
Associate's Degree, Computer Information Technology/Network Engineer, 3.311 GPA
Walter E. Stebbins High School 1991 — 1993
Certificate; Trainee, Engineering Design
MillerCoors Via IBM May 2014 - September 2015
The Retirement Plan Company, LLC June 2012 - July 2013
Sage Pc Repair/Cable termination 2003 - 2013
SourceLink April 2012 - June 2012
Ohio Community Media July 2010 - January 2012
Caanan March 2010 - July 2010
City of Fairborn March 2010 - June 2010
Setter, Delphi Harrison January 1997 - January 2007
Taco Bell January 1998 - 2007
Hardees Food System June 1991 - 1996
Skills
Servers, Troubleshooting, Software Installation, Visio, Hardware, Windows XP, Windows 7, Technical Support, Laptops, Microsoft Excel, Network Administration, Help Desk Support, Information Technology, Switches, Printers, IT Operations, Outlook, Software, Routers, Networking, Computer Maintenance, Hardware Support, FTP, Customer Satisfaction, VPN, Leadership, Cabling, Training, HTML, FrontPage, Cisco Technologies, Computer Repair, Active Directory, System Deployment, Antivirus, Mac OS, exchange server 2010, 2008 R2, Spiceworks, Ghost Imaging, Virtualization, 2x, windows 8, Computer Hardware, Microsoft Exchange, Windows, SharePoint, Remote Desktop, Management, Microsoft Office
Education
Sinclair Community College 2012 — 2013
Associate's Degree, Microsoft Security Specialist, 3.4 GPA
Sinclair Community College 2008 — 2010
Associate's Degree, Computer Information Technology/Network Engineer, 3.311 GPA
Walter E. Stebbins High School 1991 — 1993
Certificate; Trainee, Engineering Design
Morgan Stilts's The Retirement Plan Company, LLC Experience September 2006 - July 2009
Job Customer Service Representative at Wilson Bank and Trust
Industry Banking
Experience
Stilts Household January 2015 - Present
Wilson Bank and Trust March 2014 - January 2015
DCI Donor Services January 2011 - February 2014
Premier Orthopaedics & Sports Medicine July 2009 - January 2011
The Retirement Plan Company, LLC September 2006 - July 2009
Mental Health Cooperative June 2004 - August 2006
Superpetz May 2003 - June 2004
Applebee's May 1997 - June 2003
Warren Animal Clinic May 2001 - November 2001
Skills
Public Speaking, PowerPoint, Strategic Planning, Time Management, Data Entry, Microsoft Excel, Management, Research, Healthcare, Event Planning, Quality Assurance, Customer Service, Nonprofits, Medical Records, Case Management, HIPAA, Microsoft Word, Healthcare Management, Administration, Microsoft Office
Education
Middle Tennessee State University 1999 — 2004
Bachelor of Science, Sociology, Criminology and Criminal Juslice
Stilts Household January 2015 - Present
Wilson Bank and Trust March 2014 - January 2015
DCI Donor Services January 2011 - February 2014
Premier Orthopaedics & Sports Medicine July 2009 - January 2011
The Retirement Plan Company, LLC September 2006 - July 2009
Mental Health Cooperative June 2004 - August 2006
Superpetz May 2003 - June 2004
Applebee's May 1997 - June 2003
Warren Animal Clinic May 2001 - November 2001
Skills
Public Speaking, PowerPoint, Strategic Planning, Time Management, Data Entry, Microsoft Excel, Management, Research, Healthcare, Event Planning, Quality Assurance, Customer Service, Nonprofits, Medical Records, Case Management, HIPAA, Microsoft Word, Healthcare Management, Administration, Microsoft Office
Education
Middle Tennessee State University 1999 — 2004
Bachelor of Science, Sociology, Criminology and Criminal Juslice
Nicole (Nicole Joaquim) Deal Nicole (Nicole Joaquim) Deal's The Retirement Plan Company, LLC Experience March 2014 - July 2014
Job Certified Pension Consultant
Industry Financial Services
Experience
Pension Systems, Inc. February 2008 - Present
The Retirement Plan Company, LLC March 2014 - July 2014
Skills
401k, Retirement Planning, Strategic Financial..., Defined Benefit, Pension Administration, Retirement, Securities, ERISA, Profit Sharing, Asset Allocation, Mutual Funds, Wealth Management, Pensions, Defined Contribution, Series 63, Financial Services, Series 7, Retirement Plan..., Qualified Retirement..., Fixed Annuities, Employee Benefits, Investments, IRAs
Education
College of Charleston 2011 — 2011
Graduate School, Accounting
UNC Wilmington 1997 — 1999
Bachelor of Science, Business Administration/Accounting
Pension Systems, Inc. February 2008 - Present
The Retirement Plan Company, LLC March 2014 - July 2014
Skills
401k, Retirement Planning, Strategic Financial..., Defined Benefit, Pension Administration, Retirement, Securities, ERISA, Profit Sharing, Asset Allocation, Mutual Funds, Wealth Management, Pensions, Defined Contribution, Series 63, Financial Services, Series 7, Retirement Plan..., Qualified Retirement..., Fixed Annuities, Employee Benefits, Investments, IRAs
Education
College of Charleston 2011 — 2011
Graduate School, Accounting
UNC Wilmington 1997 — 1999
Bachelor of Science, Business Administration/Accounting
Anthony Burks Anthony Burks's The Retirement Plan Company, LLC Experience September 2015 - Present
Job Technical Support Analyst at The Retirement Plan Company, LLC
Industry Computer Software
Experience
The Retirement Plan Company, LLC September 2015 - Present
General Mills - Hannibal Plant October 2013 - March 2015
Select Staffing July 2012 - October 2013
Middle Tennessee State University August 2008 - May 2012
Virginia College 2007 - 2008
Life Care Centers of America June 2005 - May 2007
Hollister Co. 2003 - 2004
Lowe's Home Improvement 2002 - 2003
Skills
Microsoft Office, Troubleshooting, Computer Hardware, Technical Support, Networking, PowerPoint, Microsoft Word, Microsoft Excel, Outlook, Social Media, Access, OS X, Photoshop, Leadership, Data Analysis, Windows, HTML, Team Building, Project Management, Wireless Networking, Adobe Creative Suite, QuickBooks, SQL, Graphic Design, InDesign, Business Analysis, Customer Service, Facebook, Non-profits, Social Networking, Public Speaking, Social Media Marketing, Computer Network..., Web Design, Web Development, Website Development, Website Updating, Programming, C#, CSS Javascript, ASP.NET, Database Systems, Photography, WordPress, iOS, iOS development, SharePoint, SharePoint Designer, IT Asset Management, Desktop Support...
Education
Middle Tennessee State University 2009 — 2012
Bachelor of Business Administration, Computer Information Systems
Cleveland State Community College 2002 — 2006
Associate of Industrial Information Technology, Computer Information Technology
The Retirement Plan Company, LLC September 2015 - Present
General Mills - Hannibal Plant October 2013 - March 2015
Select Staffing July 2012 - October 2013
Middle Tennessee State University August 2008 - May 2012
Virginia College 2007 - 2008
Life Care Centers of America June 2005 - May 2007
Hollister Co. 2003 - 2004
Lowe's Home Improvement 2002 - 2003
Skills
Microsoft Office, Troubleshooting, Computer Hardware, Technical Support, Networking, PowerPoint, Microsoft Word, Microsoft Excel, Outlook, Social Media, Access, OS X, Photoshop, Leadership, Data Analysis, Windows, HTML, Team Building, Project Management, Wireless Networking, Adobe Creative Suite, QuickBooks, SQL, Graphic Design, InDesign, Business Analysis, Customer Service, Facebook, Non-profits, Social Networking, Public Speaking, Social Media Marketing, Computer Network..., Web Design, Web Development, Website Development, Website Updating, Programming, C#, CSS Javascript, ASP.NET, Database Systems, Photography, WordPress, iOS, iOS development, SharePoint, SharePoint Designer, IT Asset Management, Desktop Support...
Education
Middle Tennessee State University 2009 — 2012
Bachelor of Business Administration, Computer Information Systems
Cleveland State Community College 2002 — 2006
Associate of Industrial Information Technology, Computer Information Technology
Victoria Aguilar's The Retirement Plan Company, LLC Experience May 2015 - Present
Job Client Services at The Retirement Plan Company, LLC
Industry Financial Services
Experience
The Retirement Plan Company, LLC May 2015 - Present
The Retirement Plan Company, LLC November 2014 - May 2015
Heintzberger Payne April 2013 - November 2014
Ivory Coast Management, LLC - McDonald's Restaurants February 2012 - April 2013
Ivory Coast Management, LLC - McDonald's Restaurants January 2009 - February 2012
Ivory Coast Management, LLC - McDonald's Restaurants June 2008 - January 2009
Uprooted Entertainment August 2007 - November 2008
Skills
Management, Investments, Microsoft Office, Sales, Strategic Planning, Project Management, Leadership, Customer Service, Business Analysis, Marketing, Process Improvement, Business Strategy, Business Development, Analysis, Team Leadership, Team Building, Change Management, Budgets, Team Management, Customer Experience, Vendor Management, Relationship Management, Problem Solving, Operations Management, Call Centers, Sales Management, CRM, Outlook, Microsoft Excel, Microsoft Word, Event Planning
Education
Portland Community College 2012 — 2016
Associate of Science (A.S.), Business Administration and Management, General
The Retirement Plan Company, LLC May 2015 - Present
The Retirement Plan Company, LLC November 2014 - May 2015
Heintzberger Payne April 2013 - November 2014
Ivory Coast Management, LLC - McDonald's Restaurants February 2012 - April 2013
Ivory Coast Management, LLC - McDonald's Restaurants January 2009 - February 2012
Ivory Coast Management, LLC - McDonald's Restaurants June 2008 - January 2009
Uprooted Entertainment August 2007 - November 2008
Skills
Management, Investments, Microsoft Office, Sales, Strategic Planning, Project Management, Leadership, Customer Service, Business Analysis, Marketing, Process Improvement, Business Strategy, Business Development, Analysis, Team Leadership, Team Building, Change Management, Budgets, Team Management, Customer Experience, Vendor Management, Relationship Management, Problem Solving, Operations Management, Call Centers, Sales Management, CRM, Outlook, Microsoft Excel, Microsoft Word, Event Planning
Education
Portland Community College 2012 — 2016
Associate of Science (A.S.), Business Administration and Management, General
Chris Metz Chris Metz's The Retirement Plan Company, LLC Experience October 2013 - Present
Job Plan Implementation Supervisor at The Retirement Plan Company, LLC
Industry Investment Management
Experience
The Retirement Plan Company, LLC October 2013 - Present
The Retirement Plan Company February 2005 - September 2013
BNY ConvergEx January 2000 - May 2004
Skills
Avaya, SharePoint, Employee Training, Contact Management, Manage Client..., Microsoft Office, Contact Center..., Technical Writing, Quality Assurance, Relius Administration, Proprietary Software, Presentations, Communication, Instructional Manuals, Piano, Nortel, Music, Team Management, Avaya Technologies, Public Speaking, Professional Writing, Call Center Development, Leadership, Management, Customer Service, CRM, Project Management, Process Improvement, Team Building
Education
Loyola University of Chicago 1998 — 2004
B.A., Political Science and Government
St. Joseph-Ogden High School 1994 — 1998
Diploma
The Retirement Plan Company, LLC October 2013 - Present
The Retirement Plan Company February 2005 - September 2013
BNY ConvergEx January 2000 - May 2004
Skills
Avaya, SharePoint, Employee Training, Contact Management, Manage Client..., Microsoft Office, Contact Center..., Technical Writing, Quality Assurance, Relius Administration, Proprietary Software, Presentations, Communication, Instructional Manuals, Piano, Nortel, Music, Team Management, Avaya Technologies, Public Speaking, Professional Writing, Call Center Development, Leadership, Management, Customer Service, CRM, Project Management, Process Improvement, Team Building
Education
Loyola University of Chicago 1998 — 2004
B.A., Political Science and Government
St. Joseph-Ogden High School 1994 — 1998
Diploma
John Kopra John Kopra's The Retirement Plan Company, LLC Experience August 1985 - Present
Job Owner, The Retirement Plan Company, LLC
Industry Financial Services
Experience
The Retirement Plan Company, LLC August 1985 - Present
Lattimore Black Morgan & Cain, P.C. CPAs August 1987 - November 2004
Skills
Retirement, Pensions, 401k, Retirement Plan..., Retirement Planning, Mutual Funds, IRAs, Roth IRA, Investment Advisory, Investments, Fixed Annuities, Series 7, Asset Allocation, Financial Planning, Financial Advisory, Wealth Management, Employee Benefits, Defined Benefit, Financial Services
Education
State University of New York at Buffalo - School of Management 1980 — 1982
MBA, Accounting and Finance
The Retirement Plan Company, LLC August 1985 - Present
Lattimore Black Morgan & Cain, P.C. CPAs August 1987 - November 2004
Skills
Retirement, Pensions, 401k, Retirement Plan..., Retirement Planning, Mutual Funds, IRAs, Roth IRA, Investment Advisory, Investments, Fixed Annuities, Series 7, Asset Allocation, Financial Planning, Financial Advisory, Wealth Management, Employee Benefits, Defined Benefit, Financial Services
Education
State University of New York at Buffalo - School of Management 1980 — 1982
MBA, Accounting and Finance
Scott Cloud's The Retirement Plan Company, LLC Experience May 2007 - Present
Job Director of Sales and Marketing at The Retirement Plan Company, LLC
Industry Financial Services
Experience
The Retirement Plan Company, LLC May 2007 - Present
Benefits Integrity August 2006 - May 2007
Miami Valley Pension, LLC April 2002 - June 2006
Skills
Employee Benefits, Pensions, 401k, Retirement, Retirement Planning, Mutual Funds, ERISA
Education
The Ohio State University 2011 — 2013
Master of Business Administration, Finance
Miami University 1997 — 2001
Bachelor of Business Administration, Business Statistics/Marketing
The Retirement Plan Company, LLC May 2007 - Present
Benefits Integrity August 2006 - May 2007
Miami Valley Pension, LLC April 2002 - June 2006
Skills
Employee Benefits, Pensions, 401k, Retirement, Retirement Planning, Mutual Funds, ERISA
Education
The Ohio State University 2011 — 2013
Master of Business Administration, Finance
Miami University 1997 — 2001
Bachelor of Business Administration, Business Statistics/Marketing
Amy (Bouser) Van Fleet Amy (Bouser) Van Fleet's The Retirement Plan Company, LLC Experience July 2005 - March 2006
Job Director Legal Services at LifePoint Hospitals
Industry Hospital & Health Care
Experience
LifePoint Hospitals September 2014 - Present
LifePoint Hospitals March 2014 - September 2014
Community Health Systems April 2008 - March 2014
Community Health Systems April 2008 - January 2011
Community Health Systems September 2007 - April 2008
Community Health Systems March 2006 - September 2007
The Retirement Plan Company, LLC July 2005 - March 2006
Juvenile Diabetes Research Foundation July 2004 - July 2005
Skills
Microsoft Office, Healthcare, Outlook, Access, Excel, PowerPoint, Fundraising, Administration, Word, Budgeting, Contract Management, Policy, Process Improvement, Problem Solving, Compliance, Spreadsheets, Customer Relations, Documentation, Team Building, Writing, Scheduling, Staff Development, Supervisory Skills, Mentoring, Coordination, Databases, Data Analysis, Planning, Public Speaking, Analysis, Customer Service, Budgets
Education
Austin Peay State University 2000 — 2004
BBA, Business Management
LifePoint Hospitals September 2014 - Present
LifePoint Hospitals March 2014 - September 2014
Community Health Systems April 2008 - March 2014
Community Health Systems April 2008 - January 2011
Community Health Systems September 2007 - April 2008
Community Health Systems March 2006 - September 2007
The Retirement Plan Company, LLC July 2005 - March 2006
Juvenile Diabetes Research Foundation July 2004 - July 2005
Skills
Microsoft Office, Healthcare, Outlook, Access, Excel, PowerPoint, Fundraising, Administration, Word, Budgeting, Contract Management, Policy, Process Improvement, Problem Solving, Compliance, Spreadsheets, Customer Relations, Documentation, Team Building, Writing, Scheduling, Staff Development, Supervisory Skills, Mentoring, Coordination, Databases, Data Analysis, Planning, Public Speaking, Analysis, Customer Service, Budgets
Education
Austin Peay State University 2000 — 2004
BBA, Business Management
Jeff Shouldis Jeff Shouldis's The Retirement Plan Company, LLC Experience January 2011 - November 2013
Job Actuary at Ascensus Consulting
Industry Accounting
Experience
Ascensus Consulting (formerly ExpertPlan) November 2013 - Present
The Retirement Plan Company, LLC January 2011 - November 2013
Stanley Benefit Services September 2010 - January 2011
Mercer June 2002 - June 2010
Skills
Pensions, Actuarial Science, Retirement, ERISA, Accounting, Finance, Defined Benefit, Employee Benefits
Education
The Johns Hopkins University 2000 — 2004
Bachelor of Science, Mathematical Sciences and Chemical Engineering
Holy Ghost Preparatory School 1996 — 2000
Ascensus Consulting (formerly ExpertPlan) November 2013 - Present
The Retirement Plan Company, LLC January 2011 - November 2013
Stanley Benefit Services September 2010 - January 2011
Mercer June 2002 - June 2010
Skills
Pensions, Actuarial Science, Retirement, ERISA, Accounting, Finance, Defined Benefit, Employee Benefits
Education
The Johns Hopkins University 2000 — 2004
Bachelor of Science, Mathematical Sciences and Chemical Engineering
Holy Ghost Preparatory School 1996 — 2000
Christina Carviou Christina Carviou's The Retirement Plan Company, LLC Experience August 2012 - August 2013
Job Sales Operations Manager at ScanSource
Industry Financial Services
Experience
ScanSource August 2015 - Present
ScanSource March 2015 - July 2015
ScanSource September 2013 - March 2015
Prince Of Peace Catholic Church March 2007 - June 2014
The Retirement Plan Company, LLC August 2012 - August 2013
South Carolina Bank and Trust September 2010 - July 2012
Furman University September 2006 - August 2010
Skills
Creative Development, Customer Relations, Social Networking, Organizational..., Microsoft Office, Public Speaking, Fast Learner, Retail Banking, Vocal Performance, Web Services, Social Media, Time Management, Microsoft Word, Banking, Choral, Piano, Singing, Facebook, Editing, PowerPoint, Sales, Customer Service, Creative Direction, Event Planning, Microsoft Excel, Management
Education
Furman University 2006 — 2010
Bachelor of Music, Vocal Performance
ScanSource August 2015 - Present
ScanSource March 2015 - July 2015
ScanSource September 2013 - March 2015
Prince Of Peace Catholic Church March 2007 - June 2014
The Retirement Plan Company, LLC August 2012 - August 2013
South Carolina Bank and Trust September 2010 - July 2012
Furman University September 2006 - August 2010
Skills
Creative Development, Customer Relations, Social Networking, Organizational..., Microsoft Office, Public Speaking, Fast Learner, Retail Banking, Vocal Performance, Web Services, Social Media, Time Management, Microsoft Word, Banking, Choral, Piano, Singing, Facebook, Editing, PowerPoint, Sales, Customer Service, Creative Direction, Event Planning, Microsoft Excel, Management
Education
Furman University 2006 — 2010
Bachelor of Music, Vocal Performance
Kyle Kisicki Kyle Kisicki's The Retirement Plan Company, LLC Experience June 2013 - September 2014
Job Technical Analyst at NSG (Network Solutions Group, LLC)
Industry Information Technology and Services
Experience
NSG (Network Solutions Group, LLC) September 2014 - Present
The Retirement Plan Company, LLC June 2013 - September 2014
Cliff Weil Inc July 2012 - June 2013
Gold's Gym February 2011 - November 2012
HCA October 2011 - July 2012
Skills
Servers, Information Technology, Active Directory, Troubleshooting, Windows Server, Network Administration, System Administration, Security, Microsoft Exchange, VPN, Help Desk Support, Networking, VMware, Network Security, XP, Technical Support, SonicWALL, Aerohive, Point to Point Wireless, Cisco Phone System
Education
DeVry University-Crystal City 2011 — 2013
BS Network and Communications Management, Networking
DeVry University-New Jersey 2006 — 2008
AAS Electronics and Computer Technology, Electronics
NSG (Network Solutions Group, LLC) September 2014 - Present
The Retirement Plan Company, LLC June 2013 - September 2014
Cliff Weil Inc July 2012 - June 2013
Gold's Gym February 2011 - November 2012
HCA October 2011 - July 2012
Skills
Servers, Information Technology, Active Directory, Troubleshooting, Windows Server, Network Administration, System Administration, Security, Microsoft Exchange, VPN, Help Desk Support, Networking, VMware, Network Security, XP, Technical Support, SonicWALL, Aerohive, Point to Point Wireless, Cisco Phone System
Education
DeVry University-Crystal City 2011 — 2013
BS Network and Communications Management, Networking
DeVry University-New Jersey 2006 — 2008
AAS Electronics and Computer Technology, Electronics
Daniel Ray Daniel Ray's The Retirement Plan Company, LLC Experience April 2014 - Present
Job Director of Client Solutions at The Retirement Plan Company, LLC
Industry Human Resources
Experience
The Retirement Plan Company, LLC April 2014 - Present
DR Retirement Plan Consulting January 2013 - March 2014
Nortel Networks February 1988 - December 2012
Andersen Consulting (now named Accenture) September 1984 - February 1988
Skills
401k, Qualified Retirement..., Medical and Life..., International Benefits, Financial Analysis, Presentations, Employee Benefits, Pensions, Retirement, Non-Qualified Deferred..., ERISA, Compliance, Vendor Management, Vendor Contracts, PBGC, RFPs, Financial Education, 5500s, IT Systems, Project Management, Defined Benefit, Strategy
Education
Tennessee Technological University
Master of Business Administration (M.B.A.), Management and Marketing
The Retirement Plan Company, LLC April 2014 - Present
DR Retirement Plan Consulting January 2013 - March 2014
Nortel Networks February 1988 - December 2012
Andersen Consulting (now named Accenture) September 1984 - February 1988
Skills
401k, Qualified Retirement..., Medical and Life..., International Benefits, Financial Analysis, Presentations, Employee Benefits, Pensions, Retirement, Non-Qualified Deferred..., ERISA, Compliance, Vendor Management, Vendor Contracts, PBGC, RFPs, Financial Education, 5500s, IT Systems, Project Management, Defined Benefit, Strategy
Education
Tennessee Technological University
Master of Business Administration (M.B.A.), Management and Marketing
Christina Cornell Christina Cornell's The Retirement Plan Company, LLC Experience April 2015 - Present
Job Client Care Representative at The Retirement Plan Company, LLC
Industry Music
Experience
The Retirement Plan Company, LLC April 2015 - Present
Symphony Orchestra 1997 - Present
Solid Gold Pet March 2015 - May 2015
Blue Cirrus Consulting October 2013 - February 2015
Greenville Symphony Orchestra May 2006 - June 2014
Presbyterian College 2006 - 2011
Skills
Research, Organization &..., Project Management, Software Documentation, Training, Process Improvement, Management, Social Networking, Web Content Management, SEO, WordPress, Sage 100 ERP, Quicken, Writing, Microsoft Office, Social Media, Remote Desktop, Remote Access, Recruiting, Budgeting, Organization Skills, Internet Recruiting, IT Recruitment, Business Process..., Executive Search, Leadership, Human Resources, Fundraising, EMR, HIPAA, Nonprofits, Healthcare Information...
Education
Bowling Green State University 1995 — 1997
Master's degree
Baylor University 1991 — 1995
Bachelor's degree
The Retirement Plan Company, LLC April 2015 - Present
Symphony Orchestra 1997 - Present
Solid Gold Pet March 2015 - May 2015
Blue Cirrus Consulting October 2013 - February 2015
Greenville Symphony Orchestra May 2006 - June 2014
Presbyterian College 2006 - 2011
Skills
Research, Organization &..., Project Management, Software Documentation, Training, Process Improvement, Management, Social Networking, Web Content Management, SEO, WordPress, Sage 100 ERP, Quicken, Writing, Microsoft Office, Social Media, Remote Desktop, Remote Access, Recruiting, Budgeting, Organization Skills, Internet Recruiting, IT Recruitment, Business Process..., Executive Search, Leadership, Human Resources, Fundraising, EMR, HIPAA, Nonprofits, Healthcare Information...
Education
Bowling Green State University 1995 — 1997
Master's degree
Baylor University 1991 — 1995
Bachelor's degree
Scott Rader, MBA, AIF's The Retirement Plan Company, LLC Experience January 2014 - Present
Job Director of Advisory Services at The Retirement Plan Company, LLC
Industry Investment Management
Experience
The Retirement Plan Company, LLC January 2014 - Present
The Retirement Plan Company, LLC January 2015 - Present
Minster Bank March 2006 - December 2013
StockPulse LLC April 2007 - December 2010
AIM Holdings LLC 2000 - December 2010
Fifth Third 2004 - 2006
Key Corp. 1993 - 2000
ESL Inc. 1984 - 1986
Skills
Investments, Wealth Management, Portfolio Management, Banking, Asset Allocation, Investment Advisory, Risk Management, Series 7, Technical Analysis, Financial Markets, Relationship Management, Business Development, Management, Strategic Planning, Investment Strategies, Retirement Planning, Retirement, Financial Services, Valuation, Investment Management
Education
University of Michigan 1980 — 1984
BS, Aerospace Engineering, Magna Cum Laude
Wright State University 1989 — 1993
MBA, Finance
Butler High School
The Retirement Plan Company, LLC January 2014 - Present
The Retirement Plan Company, LLC January 2015 - Present
Minster Bank March 2006 - December 2013
StockPulse LLC April 2007 - December 2010
AIM Holdings LLC 2000 - December 2010
Fifth Third 2004 - 2006
Key Corp. 1993 - 2000
ESL Inc. 1984 - 1986
Skills
Investments, Wealth Management, Portfolio Management, Banking, Asset Allocation, Investment Advisory, Risk Management, Series 7, Technical Analysis, Financial Markets, Relationship Management, Business Development, Management, Strategic Planning, Investment Strategies, Retirement Planning, Retirement, Financial Services, Valuation, Investment Management
Education
University of Michigan 1980 — 1984
BS, Aerospace Engineering, Magna Cum Laude
Wright State University 1989 — 1993
MBA, Finance
Butler High School
Marcie Brown's The Retirement Plan Company, LLC Experience October 2015 - Present
Job Deconversion Manager at The Retirement Plan Company, LLC
Industry Financial Services
Experience
The Retirement Plan Company, LLC October 2015 - Present
Athene Asset Management LLC December 2011 - January 2014
Harlan Miller and Associates August 2011 - December 2011
Transamerica Investment Management 2007 - August 2011
Transamerica Investment Management 2002 - 2007
C. H Dean and Associates August 1997 - June 2002
Textron Defense Systems 1996 - 1997
National City Mortgage, Co. 1993 - 1996
Skills
Bloomberg, Leadership, Management, Mutual Funds, Investments, Asset Management, Accounting
Education
Ball State University
The Retirement Plan Company, LLC October 2015 - Present
Athene Asset Management LLC December 2011 - January 2014
Harlan Miller and Associates August 2011 - December 2011
Transamerica Investment Management 2007 - August 2011
Transamerica Investment Management 2002 - 2007
C. H Dean and Associates August 1997 - June 2002
Textron Defense Systems 1996 - 1997
National City Mortgage, Co. 1993 - 1996
Skills
Bloomberg, Leadership, Management, Mutual Funds, Investments, Asset Management, Accounting
Education
Ball State University
Erin DeLisle-Snyder's The Retirement Plan Company, LLC Experience August 2013 - February 2014
Job at
Industry Financial Services
Experience
The Retirement Plan Company, LLC August 2013 - February 2014
Coble Pension Group September 2011 - July 2013
Coco's Restaurant June 2002 - September 2011
DSquared Productions, Inc. February 2007 - March 2011
Skills
Customer Service, Microsoft Office, PowerPoint, Outlook
Education
Northern Arizona University 2000 — 2002
Bachelor of Arts, English
Pierce College at Fort Steilacoom 1998 — 2000
Associates of Arts, General
The Retirement Plan Company, LLC August 2013 - February 2014
Coble Pension Group September 2011 - July 2013
Coco's Restaurant June 2002 - September 2011
DSquared Productions, Inc. February 2007 - March 2011
Skills
Customer Service, Microsoft Office, PowerPoint, Outlook
Education
Northern Arizona University 2000 — 2002
Bachelor of Arts, English
Pierce College at Fort Steilacoom 1998 — 2000
Associates of Arts, General
David Hines's The Retirement Plan Company, LLC Experience 2011 - August 2012
Job Realtor at Keller Williams Realty, Nashville
Industry Financial Services
Experience
Keller Williams Realty, Nashville August 2014 - Present
The Retirement Plan Company, LLC 2011 - August 2012
Andrea Singleton, Platinum Advisory Practice of Ameriprise Financial April 2010 - September 2010
Leach and Associates, A Private Wealth Advisory Practice of Ameriprise Financial July 2008 - September 2009
Richardson, Carrington, and Weaver & Associates, A Private Wealth Advisory Practice of Ameriprise July 2007 - July 2008
Ameriprise Financial January 2006 - February 2007
University of North Carolina Press May 2005 - May 2006
University of North Carolina Press May 2002 - May 2005
Skills
Retirement Planning, Mutual Funds, Retirement, 401k, Fixed Annuities, Retirement Plan..., Series 7, Portfolio Management, Pensions, Investments, IRAs, Real Estate, Sales, Negotiation, Public Speaking, Mortgage Lending, First Time Home Buyers, Investment Properties, Social Media, Management, Team Building, Residential Homes, Sales Management, Strategic Planning, Small Business, Marketing, Finance
Education
University of North Carolina at Chapel Hill 1996 — 2004
International Studies
Keller Williams Realty, Nashville August 2014 - Present
The Retirement Plan Company, LLC 2011 - August 2012
Andrea Singleton, Platinum Advisory Practice of Ameriprise Financial April 2010 - September 2010
Leach and Associates, A Private Wealth Advisory Practice of Ameriprise Financial July 2008 - September 2009
Richardson, Carrington, and Weaver & Associates, A Private Wealth Advisory Practice of Ameriprise July 2007 - July 2008
Ameriprise Financial January 2006 - February 2007
University of North Carolina Press May 2005 - May 2006
University of North Carolina Press May 2002 - May 2005
Skills
Retirement Planning, Mutual Funds, Retirement, 401k, Fixed Annuities, Retirement Plan..., Series 7, Portfolio Management, Pensions, Investments, IRAs, Real Estate, Sales, Negotiation, Public Speaking, Mortgage Lending, First Time Home Buyers, Investment Properties, Social Media, Management, Team Building, Residential Homes, Sales Management, Strategic Planning, Small Business, Marketing, Finance
Education
University of North Carolina at Chapel Hill 1996 — 2004
International Studies
Kim Lennon's The Retirement Plan Company, LLC Experience January 1998 - Present
Job Retirement Plan Consultant at The Retirement Plan Company, LLC, Miam Valley Pension Division
Industry Financial Services
Experience
The Retirement Plan Company, LLC January 1998 - Present
Education
Chaminade Julienne High School
The Ohio State University
Bachelor of Science, Business
The Retirement Plan Company, LLC January 1998 - Present
Education
Chaminade Julienne High School
The Ohio State University
Bachelor of Science, Business
Bonnie Parrish's The Retirement Plan Company, LLC Experience November 2012 - Present
Job Operations Specialist at The Retirement Plan Company, LLC
Industry Financial Services
Experience
The Retirement Plan Company, LLC November 2012 - Present
Parrish Household August 2003 - November 2012
JP Morgan Chase 2002 - 2003
Deutsche Bank December 1996 - October 2002
Skills
Securities, Relationship Management, Banking, Risk Management, Fixed Income, Equities
Education
Lipscomb University 1993 — 1996
Bachelor's degree, Finance, General
The Retirement Plan Company, LLC November 2012 - Present
Parrish Household August 2003 - November 2012
JP Morgan Chase 2002 - 2003
Deutsche Bank December 1996 - October 2002
Skills
Securities, Relationship Management, Banking, Risk Management, Fixed Income, Equities
Education
Lipscomb University 1993 — 1996
Bachelor's degree, Finance, General
Jordan Mcclain's The Retirement Plan Company, LLC Experience September 2012 - October 2013
Job Bilingual Client Care Specialist at The Retirement Plan Company, LLC
Industry Financial Services
Experience
NU2U July 2015 - Present
Artemis Center September 2014 - July 2015
The Retirement Plan Company, LLC September 2012 - October 2013
Justice Brands November 2011 - February 2012
P.F. Chang's China Bistro November 2004 - August 2011
Skills
Training, Employee Training, Customer Service, Event Planning, Public Speaking, Fashion Illustration, Employee Relations, Microsoft Certified..., Fashion Design, Adobe Creative Suite, Digital Illustration, Time Management, Hiring, Recruiting, Leadership, Restaurant Management, Restaurants, New Restaurant Openings, Leadership Development, Food & Beverage, Multi-unit, Hospitality, Bartending, Coaching, Data Entry, Databases, Art, Fine Art, Contemporary Art, Visual Arts, Fine Art Photography, Secretarial Skills, Administrative..., Office Administration, Receptionist Duties, Writing, Grant Writing, Proposal Writing, Editing, Photoshop, Adobe Acrobat, Adobe Design Programs, Adobe Professional, Illustrator, Fashion, Fashion Shows, Fashion Blogging, Fashion History, Microsoft Excel, Microsoft Word
Education
Columbus State 2010 — 2015
Associate’s Degree, Associate of Arts and Sciences, 3.8
Sinclair Community College 2012 — 2013
Associate of Arts (A.A.) Expected Graduation Date August 2013, International Relations and Affairs
NU2U July 2015 - Present
Artemis Center September 2014 - July 2015
The Retirement Plan Company, LLC September 2012 - October 2013
Justice Brands November 2011 - February 2012
P.F. Chang's China Bistro November 2004 - August 2011
Skills
Training, Employee Training, Customer Service, Event Planning, Public Speaking, Fashion Illustration, Employee Relations, Microsoft Certified..., Fashion Design, Adobe Creative Suite, Digital Illustration, Time Management, Hiring, Recruiting, Leadership, Restaurant Management, Restaurants, New Restaurant Openings, Leadership Development, Food & Beverage, Multi-unit, Hospitality, Bartending, Coaching, Data Entry, Databases, Art, Fine Art, Contemporary Art, Visual Arts, Fine Art Photography, Secretarial Skills, Administrative..., Office Administration, Receptionist Duties, Writing, Grant Writing, Proposal Writing, Editing, Photoshop, Adobe Acrobat, Adobe Design Programs, Adobe Professional, Illustrator, Fashion, Fashion Shows, Fashion Blogging, Fashion History, Microsoft Excel, Microsoft Word
Education
Columbus State 2010 — 2015
Associate’s Degree, Associate of Arts and Sciences, 3.8
Sinclair Community College 2012 — 2013
Associate of Arts (A.A.) Expected Graduation Date August 2013, International Relations and Affairs
Shannon Griffiths's The Retirement Plan Company, LLC Experience July 2015 - Present
Job Client Coordinator at The Retirement Plan Company, LLC
Industry Financial Services
Experience
The Retirement Plan Company, LLC July 2015 - Present
Associated Third Party Administrators (ATPA) January 2015 - July 2015
Heintzberger Payne September 2012 - November 2014
Heintzberger Payne September 2008 - September 2012
Mercer 2007 - September 2008
Aon 2002 - 2007
Skills
Customer Service, Microsoft Excel, Microsoft Office, Process Improvement, Microsoft Word, Time Management, Outlook, Documentation, Employee Training, Financial Statements
Education
Aberdeen High School
Grays Harbor College
n/a, Accounting, Engineering
The Retirement Plan Company, LLC July 2015 - Present
Associated Third Party Administrators (ATPA) January 2015 - July 2015
Heintzberger Payne September 2012 - November 2014
Heintzberger Payne September 2008 - September 2012
Mercer 2007 - September 2008
Aon 2002 - 2007
Skills
Customer Service, Microsoft Excel, Microsoft Office, Process Improvement, Microsoft Word, Time Management, Outlook, Documentation, Employee Training, Financial Statements
Education
Aberdeen High School
Grays Harbor College
n/a, Accounting, Engineering