The Todd Organization

Industry: Insurance company

Description

Headquarters: Rocky River, OH Founded: 1957 Parent organization: The Newport Group, Inc.

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The Todd Organization Employees

Employee
Years
Job
Industry
Trevor Harding Trevor Harding Portland, Oregon Details
Trevor Harding's The Todd Organization Experience January 2009 - January 2014
Job Regional Account Executive at Teesnap
Industry Computer Software
Experience
Teesnap   September 2015 - Present
GoodData  April 2014 - August 2015
Aflac  December 2013 - March 2014
The Todd Organization   January 2009 - January 2014
Parklane Mattresses   May 2013 - October 2013
RL Reimers Co.   June 2012 - September 2012
Waverley Country Club  January 2009 - July 2012

Skills
Insurance, Health Insurance, General Insurance, Life Insurance, Disability Insurance, Sales Presentations, Customer Interaction, Speech, Sales, Customer Satisfaction, Software Solution Sales, Building Relationships, Management, Marketing, Leadership, Customer Service, Microsoft Excel, PowerPoint, Social Media, Social Media Marketing, Time Management, Event Planning, Social Networking, Microsoft Office, Microsoft Word, Public Speaking

Education
University of Oregon   2009 — 2013
General Social Science- Applied Business and Economics

University of Portland   2008 — 2009

Tiffany Preiss Tiffany Preiss Las Vegas, Nevada Area Details
Tiffany Preiss's The Todd Organization Experience October 1996 - April 1999
Job Experienced Project Manager
Industry Management Consulting
Experience
Hewitt Associates (now Aon Hewitt)   February 2005 - September 2007
Aon Consulting (now Aon Hewitt)   April 1999 - February 2005
The Todd Organization   October 1996 - April 1999
Hewitt Associates LLC (Now Aon Hewitt)   August 1994 - August 1996
F. H. Langsenkamp Co.   March 1992 - July 1994
Allstate  August 1990 - March 1992

Skills
Project Management, Deferred Compensation, Talent Acquisition, Interviews, Strategy, Employee Benefits, Client Liaison, Defined Benefit, Non-Qualified Deferred..., Performance Management, Cross Functional Team..., Employee Training, Employee Management, Process Improvement

Education
Baylor University   1985 — 1989
Bachelor's Degree, Human Resources Managment

Kelly La Rose Kelly La Rose Greater St. Louis Area Details
Kelly La Rose's The Todd Organization Experience June 1993 - September 1996
Job Purchasing Manager at Bissinger's Handcrafted Chocolatier
Industry Events Services
Experience
Bissinger's Handcrafted Chocolatier  February 2015 - Present
O'Brien Analytical   November 2012 - Present
Swank Audio Visuals  October 1996 - November 2012
The Todd Organization   June 1993 - September 1996
The Missouri Institute of Mental Health   October 1992 - June 1993
Edison Brothers  May 1988 - November 1992

Skills
Hospitality, Inventory Management, Meeting Planning, Accounting, Accounts Payable, Purchase Management, Purchasing Processes, Purchase Orders, Purchase Contracts, Account Reconciliation, Accounts Receivable, Fixed Assets, Asset Managment, Asset Tracing, Inventory Control, Web Design, Website Development, Capital Equipment, Customer Service, Hotels, Trade Shows, Financial Reporting, Contract Management, Invoicing, Budgets, AV, Microsoft Excel, Forecasting, ADP Payroll, Resorts, Production Managment, Purchasing, SAP, Asset Management, General Ledger, Management, PowerPoint, Procurement, Contract Negotiation, Corporate Events, Bank Reconciliation, Hospitality Management, Income Statement, Operations Management, Mas 90, Hospitality Industry, Event Management, Process Scheduler, Supply Chain

Education
Western Governors University   2013 — 2014
Bachelor's Degree, Information Technology Management

St. Louis Community College   2010 — 2011
Information Systems-Software Development

University of Missouri-Saint Louis   1993 — 1995
Accounting

St. Louis Community College   1991 — 1993
Associate of Arts (AA), Accounting

Gwyn Gorrell Gwyn Gorrell Greensboro/Winston-Salem, North Carolina Area Details
Gwyn Gorrell's The Todd Organization Experience September 2004 - February 2007
Job Sales Consultant at Rodan + Fields
Industry Wholesale
Experience
Rodan + Fields  September 2015 - Present
HBD, Inc. Pacific Concepts   May 2011 - Present
Buckhead Betties   January 2008 - April 2011
The Club at Oak Branch   March 2007 - January 2008
The Todd Organization   September 2004 - February 2007

Skills
Sales, Customer Service, Account Management, Sales Management, Marketing Communications, Selling, Cold Calling, Purchasing, Customer Satisfaction, Direct Sales, Negotiation, Marketing Strategy, Advertising, Sales Operations, Marketing, New Business Development, Social Media Marketing, Email Marketing, Event Planning, Social Media, Public Relations, Training, Contract Negotiation, Small Business, Online Marketing, Social Networking, Budgets, Team Building, Online Advertising, Strategic Planning, Business Development, Coaching, Event Management, Employee Benefits, Recruiting, Public Speaking, Trade Shows, Insurance, SEM, SEO, SALES VETERAN *..., Customer Retention, Leadership, Strategy, Retail, Management, Healthcare, Sales Process

Education
Alamance Community College
Dental Assisting

Education: University of South Carolina, Colombia, SC
Secretarial Science

Matt Megargel Matt Megargel Saint Louis, Missouri Details
Matt Megargel's The Todd Organization Experience November 2005 - February 2007
Job Tax Accountant at Brown Smith Wallace
Industry Accounting
Experience
Brown Smith Wallace  June 2013 - Present
Trinity Packaging   June 2012 - June 2013
Maxwell Business Partners, LLC   March 2007 - June 2012
The Todd Organization   November 2005 - February 2007
Brown Smith Wallace  May 2000 - November 2005

Skills
Management

Education
University of Missouri-Saint Louis   2010 — 2012
Bachelorette Certificate in Accounting, Accounting

University of Missouri-Columbia   1997 — 2000
BS, Personal Finance

Casey Rouse Casey Rouse Greater Minneapolis-St. Paul Area Details
Casey Rouse's The Todd Organization Experience October 1995 - December 2006
Job Managing Partner, The KNW Group, LLC
Industry Financial Services
Experience
The KNW Group  December 2006 - Present
The Todd Organization   October 1995 - December 2006

Skills
Retirement Planning, Retirement, Wealth Management, Executive Pay, Investments, Securities, Insurance, Executive Benefit..., Non-Qualified Deferred..., Carve-outs, Corporate Benefits, Synthetic Equity

Education
Santa Clara University   1989 — 1993

Shellie Wooldridge Shellie Wooldridge South Bend, Indiana Area Details
Shellie Wooldridge's The Todd Organization Experience June 1986 - October 2010
Job
Industry Nonprofit Organization Management
Experience
Corvilla, Inc.   October 2010 - Present
The Todd Organization   June 1986 - October 2010

Skills
Payroll, Finance, Auditing, Policy, Analysis, Microsoft Excel, Access, Microsoft Word, QuickBooks, Databases, Operational Efficiency, Nonprofits, Organization, Non-profits, Benefits Administration, Financial Analysis, Executive Benefit..., Executive Benefits, Qualified Retirement..., Non-Qualified Deferred..., Accounting, Executive Pay, Team Building, Management, Strategic Planning, Budgets

Education
Indiana University South Bend
Bachelor's degree, Accounting

Riley High School

Jean-Marc Saunders Jean-Marc Saunders Greensboro, North Carolina Details
Jean-Marc Saunders's The Todd Organization Experience 2006 - 2007
Job BSA/Developer
Industry Aviation & Aerospace
Experience
Honda Aero, Inc  November 2013 - Present
InterAct Public Safety  2011 - 2013
InterAct Public Safety  2008 - 2011
GMAC Insurance  2007 - 2008
The Todd Organization   2006 - 2007
Wilson-Cook Medical  2005 - 2006
Lexington State Bank  2005 - 2005
Willis Re  2000 - 2004
AT&T  1998 - 2000

Skills
C#, ASP.NET, ASP.NET AJAX, Microsoft SQL Server, Full SDLC, Release Management, Software Design, Product Management, Product Design, Product Development, Software Development, Software Engineering, Software Documentation, HTML, CSS, Visual Basic 5.0/6.0, Access Database, SSRS, Agile Methodolgy, Agile Methodologies, Databases, Web Applications, Enterprise Software, Visual Basic, Scrum, Integration, XML, Web Services, SharePoint, SQL, SDLC, Enterprise Architecture, Business Intelligence, Access, SOAP, T-SQL, Database Design, LINQ, VB.NET, Windows, Crystal Reports, IIS, Visual Studio, Object Oriented Design, Project Management, Requirements Analysis, Testing, Oracle, Git, .NET

Education
University of North Carolina at Wilmington   1995 — 1998
Bachelor of Science (B.S.), Business Systems

University of North Carolina at Wilmington   1994 — 1998
Bachelor of Science (B.S.), Business Systems, 3.5

Andrew Arigo Andrew Arigo Orlando, Florida Area Details
Andrew Arigo's The Todd Organization Experience 2003 - 2007
Job Senior Consultant at The Newport Group
Industry Financial Services
Experience
The Newport Group  July 2007 - Present
The Todd Organization   2003 - 2007
Clark Consulting  1998 - 2003
American Express Financial Advisors  1997 - 1998
TASP International  1992 - 1997

Skills
Executive Compensation, Financial Planning, Deferred Compensation, Retirement Planning, Defined Benefit, Sales, Life Insurance, Executive Pay, Series 7, Strategic Financial..., Investments, Employee Benefits, Retirement, Insurance, Mutual Funds, Financial Services

Education
The American College   1997 — 2001
CLU, ChFC, Financial Planning

Penn State University   1991 — 1995
B.S., Finance, Economics

Heather McConnell (formerly Macintosh)MBA Heather McConnell (formerly Macintosh)MBA Greater Pittsburgh Area Details
Heather McConnell (formerly Macintosh)MBA's The Todd Organization Experience February 2000 - July 2001
Job Financial Management
Industry Construction
Experience
Siemens Industry, Inc.   July 2009 - Present
ManTech  March 2004 - April 2009
CGI-AMS  July 2003 - March 2004
Dick Corporation  August 2001 - August 2002
The Todd Organization   February 2000 - July 2001

Skills
Forecasting, Financial Analysis, Budgets, Strategic Planning, Cash Management, Procurement, Operations Management, Performance Improvement, Infrastructure, Technology Integration, Process Improvement, Program Management, Government Contracting, Analysis, Pricing, DoD, Business Analysis, Hyperion Enterprise, Earned Value Management, Security, Change Management, Integration, Project Management, Business Process..., Strategic Financial..., Strategy, Managerial Finance, Variance Analysis, Management, Security Clearance, ERP, SAP, Cost Accounting, Financial Reporting, Government, Accounting, PeopleSoft, Government Procurement, Defense, Essbase, Federal Government, Finance

Education
Robert Morris University   2002 — 2003
MBA, Business Management

Robert Morris University   1997 — 1999
BSBA, Finance

Donna Street Donna Street Frederick, Maryland Details
Donna Street's The Todd Organization Experience 2006 - 2007
Job Seeking Accounting Manager, Accounting Supervisor, or Team Lead Position
Industry Accounting
Experience
Key Risk Management Services (a W.R. Berkley company)   October 2007 - March 2012
The Todd Organization   2006 - 2007
Seven R Transportation, LLC   2000 - 2006

Skills
Financial Reporting, Financial Analysis, Financial Statements, Consolidated Financial..., Treasury Management, Corporate Finance, FRx, Oracle General Ledger, peoplesoft general..., Hyperion Reports, Microsoft Excel, Essbase Excel Add-in, General Ledger..., General Ledger, Journal Entries, Account Reconciliation, Accounts Receivable, accounts payable, collections, Pivot Tables, H lookup, V lookups, insurance, transportation, Budget Process, Capital Budgeting, Asset Management, Fixed Asset Management, Fixed Asset Depreciation, depreciation, Financial Forecasting, Forecasting, Department Budgeting, Cost Accounting, Manufacturing..., Client Service Oriented, Team-oriented, Workflow synchronization, Procedure Manuals, Procedure Development, Internal Control..., Internal Controls..., Team Leadership, Accounting Manager, Workers Compensation, Management, Accounts Payable, Payroll, Accounting, Accruals

Education
Rollins College
Bachelor of Science (BS), Accounting

Frank Schneider Frank Schneider Greater Pittsburgh Area Details
Frank Schneider's The Todd Organization Experience August 1998 - February 2000
Job Director, Global Assessment Centers at Korn/Ferry International
Industry Management Consulting
Experience
Korn/Ferry International  April 2011 - Present
Development Dimensions International  August 2009 - April 2011
Development Dimensions International  November 2005 - August 2009
DDI  2005 - 2009
Coordinated Care Network   June 2003 - November 2005
American Innovative Management Group   July 2000 - June 2003
Entelechy Health Systems   February 2000 - July 2000
The Todd Organization   August 1998 - February 2000
American Innovative Management Group   December 1991 - August 1998
Logistics Management Corporation   May 1989 - December 1991

Skills
Continuous Improvement, Change Management, Process Improvement, Project Management, Operations Management, Management, CRM, Consulting, Six Sigma, Talent Management, Business Development, Leadership, Strategy, Coaching, Training, Strategic Planning, Organizational..., Performance Management, Leadership Development, Executive Coaching, Sales, Human Resources

Education
Villanova University   2009 — 2010
Masters Certification, Lean Six Sigma

Kent State University   1982 — 1987
Bachelor of Arts, Communications

Megan Winkler Megan Winkler Atlanta, Georgia Details
Megan Winkler's The Todd Organization Experience October 2014 - April 2015
Job Student Assistant at Georgia Tech Professional Education
Industry Marketing and Advertising
Experience
Georgia Tech Professional Education  September 2015 - Present
The London Trading Company & Southern Traditions   September 2014 - Present
The Todd Organization   October 2014 - April 2015

Skills
Microsoft Word, Microsoft Office, Leadership

Education
Georgia Institute of Technology   2013 — 2017
Bachelor’s Degree, Business Administration, Junior

Georgia Institute of Technology
Business Administration and Management, General, Sophomore

Molly Koris Molly Koris Greensboro/Winston-Salem, North Carolina Area Details
Molly Koris's The Todd Organization Experience February 2006 - 2007
Job Director, Client Relationship Management at The Newport Group
Industry Financial Services
Experience
The Newport Group  August 2010 - Present
The Newport Group  2007 - August 2010
The Todd Organization   February 2006 - 2007
United Way of Greater High Point  February 2002 - February 2006
United Way of Cleveland County   December 1997 - February 2002

Skills
Management, Training, CRM, Relationship Management, Marketing, Project Planning, Retirement, Mutual Funds, Sales Operations, Budgets, Employee Benefits, Insurance, Investments, Retirement Planning, Sales, Financial Services, 401k, Strategic Planning

Education
University of North Carolina at Chapel Hill   2000 — 2003
Masters

Davidson College   1992 — 1996
BA, Psychology

Brian Goddard Brian Goddard Charlotte, North Carolina Area Details
Brian Goddard's The Todd Organization Experience March 1999 - November 2000
Job Owner, gTECHserv
Industry Computer Networking
Experience
gTECHserv  November 2000 - Present
The Todd Organization   March 1999 - November 2000
Powerhouse Color   January 1994 - March 1999
US Army  May 1990 - January 1994

Skills
Cloud Computing, Network Security, Virtualization, Small Business Server, Disaster Recovery, Windows Server, Active Directory, Hyper-V, Managed Services, Security, VPN, Integration, Network Administration, Microsoft Exchange, SaaS, Windows 7, PaaS, Windows, VoIP, IT Infrastructure..., Remote Desktop, Unified Threat..., Unified Communications, Dell Workstations, Dell PowerEdge Servers, Offsite Backup, Digital Surveillance, Level Platforms, Data Center, WAN, SAN

Education
Florida Institute of Technology   1985 — 1989
Bachelor of Science (BS), Electrical and Electronics Engineering

Michael Corry Michael Corry Saint Louis, Missouri Details
Michael Corry's The Todd Organization Experience 1980 - Present
Job Experienced NonQualified Executive Benefits Conusltant
Industry Financial Services
Experience
The Todd Organzaion   January 2014 - Present
The Todd Organization   1980 - Present
The Todd Organization   January 2009 - December 2013
Association for Advanced Life Underwriting  2008 - 2009

Skills
Retirement Planning, 401k, Defined Benefit, Supplemental Executive..., Corporate Owned Life..., Non Qualified Deferred..., Communication and..., Series 63, Financial Planners, Strategic Financial..., ERISA, Employee Benefits, Term Life Insurance, Strategic Planning, Insurance, Wealth, Financial Services, Investments, Finance, Wealth Management, Long-term Care, Mutual Funds, Fixed Annuities, Asset Allocation, Investment Advisory, Retirement Plan..., Financial Planning

Education
University of Missouri-Saint Louis   1966 — 1970
BA Business, Accounting, Finance

Normandy HS   1963 — 1966
Diploma

Marcia Hanscome Marcia Hanscome North Myrtle Beach, South Carolina Details
Marcia Hanscome's The Todd Organization Experience September 2004 - June 2008
Job Coowner & General Manager of Vacation Rentals of NMB
Industry Leisure, Travel & Tourism
Experience
Vacation Rentals of North Myrtle Beach   October 2010 - Present
Grand Strand Vacation Rentals   August 2008 - June 2010
The Todd Organization   September 2004 - June 2008
Re/Max Southern Shores  2006 - 2008
Healthy Pet Corporation   September 2001 - July 2004
Shef's Restaurant   July 1997 - February 2002

Skills
Notary Public, Quickbooks, Management Consulting, Accounting, Office Management, Property Management, Rental Properties, Rentals, SEO, Social Media Marketing, Marketing Strategy, Customer Service, Financial Accounting, Property, Vacation, Small Business, Human Resources, Vacation Rental, Rental Management, Resorts, Marketing, Hospitality, Referrals, Online Marketing, Leases, Negotiation, Account Management, Accounts Receivable, Hospitality Management, Tourism, Vacation Homes, Condos, Entrepreneurship, Management, Contract Negotiation, Sales, New Business Development, Event Management, Social Media, Email Marketing, Online Advertising, Strategic Planning

Education
Sacred Heart University   1989 — 1991
Accounting

Cathy Sammon Cathy Sammon Cleveland/Akron, Ohio Area Details
Cathy Sammon's The Todd Organization Experience January 1995 - Present
Job Sr. Analyst & Manager, Systems Design at The Todd Organization
Industry Insurance
Experience
The Todd Organization   January 1995 - Present
Empire of America  September 1983 - September 1987

Skills
Defined Benefit, Executive Pay, Microsoft Office, Pensions, Retirement, Employee Benefits, Retirement Planning, Financial Services, Financial Analysis, Process Improvement, Insurance

Education
St. Francis University   1979 — 1983
BS, Accounting, Quantitative Analysis

Gwen Middeke Gwen Middeke Greater St. Louis Area Details
Gwen Middeke's The Todd Organization Experience
Job Executive Benefit Consultant at The Todd Organization
Industry Financial Services
Experience
The Todd Organization  

Skills
Insurance, Life Insurance, Retirement Planning, Retirement, Employee Benefits, Disability Insurance, Financial Planning, 401k, Investments, Fixed Annuities, Non-Qualified Deferred...

Education
Washington University in St. Louis - Olin Business School   1984 — 1986
MBA, Finance

St. Norbert College   1970 — 1974
Bachelor’s Degree, Music and Mathematics

Lisa Verdon Lisa Verdon Cleveland/Akron, Ohio Area Details
Lisa Verdon's The Todd Organization Experience June 2001 - June 2003
Job Senior Financial Analyst at Toyota Financial Services
Industry Higher Education
Experience
Toyota Financial Services  September 2013 - Present
The College of Wooster  August 2011 - August 2013
The College of Wooster  May 2010 - August 2013
The College of Wooster  August 2009 - August 2013
Charles G. Koch Charitable Foundation  June 2008 - July 2009
Charles G. Koch Charitable Foundation  June 2007 - May 2008
The Todd Organization   June 2001 - June 2003
Maxim Group  October 1999 - May 2001
Ford Motor Credit  May 1998 - September 1999

Skills
Applied Econometrics, Econometrics, Economic Modeling, Economic Forecasting, Financial Analysis, Forecasting, Project Management, Financial Modeling, Data Analysis, Stata, Excel, SAS, R, Economics, Financial Economics, Valuation, Problem Solving, PowerPoint, Microsoft Office, Word, Matlab, Social Entrepreneurship, Research, Policy Analysis, Non-profits, Urban Economics, Teaching

Education
Florida State University   2004 — 2009
PhD, Economics

University of North Carolina at Greensboro   2002 — 2004
MA, Applied Economics

Lake Superior State University   1994 — 1998
BS, Finance & Economics

James McConaghy James McConaghy Bethel Park, Pennsylvania Details
James McConaghy's The Todd Organization Experience June 1990 - December 1990
Job Manager of Corporate Accounts at ProMinent Fluid Controls, Inc.
Industry Chemicals
Experience
ProMinent Fluid Controls, Inc.   December 2004 - Present
ProMinent Fluid Controls, Inc.   January 1995 - December 2004
The Todd Organization   June 1990 - December 1990

Skills
Water Treatment, Key Account Management, Reverse Osmosis, Cooling Water, New Business Development, Instrumentation, SAP, Sales Management, Pumps, Product Development, Account Management, Boilers, Energy, Sales Operations, Market Development

Education
Robert Morris University   1992 — 1995
Master of Business Administration (MBA), Business

University of Pittsburgh   1986 — 1990
Bachelor of Arts (B.A.), Economics

Chad Thompson Chad Thompson Pittsburgh, Pennsylvania Details
Chad Thompson's The Todd Organization Experience August 2000 - August 2004
Job Vice President, Sr. Client Administration Officer at The Bank of New York Mellon
Industry Financial Services
Experience
The Bank of New York Mellon  December 2009 - Present
BNY Mellon  February 2008 - December 2009
Mid Atlantic Capital Group, Inc.   November 2005 - February 2008
Federated Investors, Inc.   December 2004 - November 2005
The Todd Organization   August 2000 - August 2004
Dreyfus Investment Services Corporation   August 1995 - August 2000

Skills
Financial Services, Investments, ERISA, Defined Contribution, Defined Benefit, Client-focused, Relationship Management, Auditing, Mutual Funds, Financial Analysis, Client Facing Skills, Relationship Mgmt, Accounting, Business Process..., Asset Management, Banking, Risk Management, Project Management, Relationship Improvement, Relationship Enhancement, Process Improvement, Operations Management, Securities, Compliance

Education
Point Park University   2010 — 2013
Master of Business Administration (M.B.A.)

Geneva College   1991 — 1995
Bachelor of Business Administration (B.B.A.)

Jennifer Baum, ChFC, CLU Jennifer Baum, ChFC, CLU Beachwood, Ohio Details
Jennifer Baum, ChFC, CLU's The Todd Organization Experience June 2000 - December 2001
Job Director of Operations at Resource Strategies, Inc.
Industry Investment Management
Experience
Resource Strategies, Inc.   November 2002 - July 2015
The Todd Organization   June 2000 - December 2001
AXA Equitable  1996 - 2000
Northwestern Mutual  1994 - 1996

Education
University of Florida   1992 — 1994
Bachelor of Science (BS), Finance

Valencia Community College   1989 — 1992
Associate's degree, Business Administration and Management, General

Tim Albertson Tim Albertson Greensboro/Winston-Salem, North Carolina Area Details
Tim Albertson's The Todd Organization Experience April 1983 - December 1986
Job Financial Advisor at Northwestern Mutual Financial Network
Industry Financial Services
Experience
Northwestern Mutual Financial Network  July 1988 - Present
Dixon Hughes Goodman LLP  January 1987 - June 1988
The Todd Organization   April 1983 - December 1986

Education
The American College   1986 — 1990
MS, Financial Services

University of North Carolina at Greensboro   1981 — 1984
BS, Accounting

Cynthia Dusi Cynthia Dusi Pittsburgh, Pennsylvania Details
Cynthia Dusi's The Todd Organization Experience August 2003 - May 2005
Job Senior Financial Analyst at Thermo Fisher Scientific
Industry Financial Services
Experience
Thermo Fisher Scientific  March 2014 - Present
Federated Investors  April 2010 - March 2014
Federated Investors, Inc.   May 2008 - April 2010
Federated Investors, Inc.   June 2006 - April 2008
Federated Investors, Inc.   May 2005 - June 2006
The Todd Organization   August 2003 - May 2005
The Todd Organization   October 2002 - August 2003
Federated Investors, Inc.   November 2000 - October 2002

Skills
Financial Modeling, Financial Analysis, Investments, Mutual Funds, Asset Managment, Finance, Process Improvement, Variance Analysis, Asset Management, Equities, Valuation, Budgets, Financial Services, Analysis, Due Diligence, Securities

Education
Robert Morris University   2001 — 2003
Master's degree, Finance, 3.63

Slippery Rock University of Pennsylvania   1998 — 2000
BSBA, International Business, 3.24

Slippery Rock University of Pennsylvania   1994 — 1998
Bachelor of Arts (B.A.), French and Spanish, 3.354

North Hills

Brett Paulsen Brett Paulsen Greensboro/Winston-Salem, North Carolina Area Details
Brett Paulsen's The Todd Organization Experience 2001 - 2003
Job Managing Director NYLEX Benefits at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company  July 2011 - Present
Renaissance Benefit Advisors   April 2010 - August 2011
Clark Consulting  October 2007 - November 2009
Wachovia Bank, NA  September 2003 - October 2007
The Todd Organization   2001 - 2003
Arthur Andersen  1999 - 2000

Skills
Retirement Planning, Relationship Management, Mutual Funds, Sales, Finance, Employee Benefits, Banking, 401k, Accounting, Financial Advisory, Insurance, Managerial Finance

Education
University of North Carolina at Greensboro   1998 — 2000
Masters, Accounting

North Carolina State University   1991 — 1996
Bachelors, Business Management

Ken Hume Ken Hume Greater New York City Area Details
Ken Hume's The Todd Organization Experience January 2003 - Present
Job Executive Benefit Consultant at The Todd Organization
Industry Financial Services
Experience
The Todd Organization   January 2003 - Present
Northwestern Mutual  1979 - 2013
Pirelli Tyres  1977 - 1979
International Paper  1973 - 1977

Skills
Corporations, Attorneys, Executive Pay, Defined Benefit, Retirement Planning, Estate Planning, 401k, Retirement, Strategic Financial..., Insurance, Employee Benefits, Life Insurance, Fixed Annuities, Disability Insurance, Wealth Management, Series 63, Strategic Planning, Financial Analysis, Financial Services, Financial Advisory, Small Business, Long-term Care, Finance, Mutual Funds, Investments, Series 6, Pensions, Asset Allocation, Financial Planning

Education
Miami University   1971 — 1973
MBA, Finance and Marketing

Northeastern University   1967 — 1971
Business, Business

Carl Burnham III Carl Burnham III Portland, Oregon Area Details
Carl Burnham III's The Todd Organization Experience January 1990 - September 2006
Job Managing Partner, Deschutes Wealth Management
Industry Financial Services
Experience
Oregon Wildlife   December 2014 - Present
Estate Planning Council of Portland, Inc.   March 2012 - Present
Deschutes Wealth Management   August 2011 - Present
Multnomah Athletic Club  February 2011 - February 2014
Partners Wealth Management  September 2006 - September 2011
The Todd Organization   January 1990 - September 2006
Management Compensation Group, NW   October 1987 - July 1990
Congressman Ben Blaz   December 1984 - July 1987

Skills
Wealth Management, Investments, Retirement Planning, 401k, Financial Advisory, Risk Management, Fixed Annuities, Strategic Financial..., Financial Services, Asset Allocation, Personal Finance, Insurance, Life Insurance, Asset Management, Alternative Investments, Series 63, Retirement, Wealth Management..., Estate Planning, Asset Managment, Mutual Funds, Investment Advisory, IRAs, Investment Strategies, Wealth, Long-term Care, Investment Management, Series 6, Long Term Care Insurance, Term Life Insurance, Defined Benefit, Portfolio Management, Securities, Executive Pay, Plannning, Employee Benefits, Finance, Disability Insurance, Series 7, Financial Planners, Pensions, Wealth Accumulation, Roth IRA, High Net Worth..., Executive Compensation, Personal Planning, Financial Planning

Education
The American College   1988 — 1991
CLU/ChFC, The American College

University of Oregon   1980 — 1984
BS, Finance

Ontario High School   1976 — 1980

Matthew T. Colflesh, CFP®, CRPC® Matthew T. Colflesh, CFP®, CRPC® Greater Philadelphia Area Details
Matthew T. Colflesh, CFP®, CRPC®'s The Todd Organization Experience May 1998 - May 2000
Job Wealth Management Advisor | CERTIFIED FINANCIAL PLANNER™ at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch  2004 - Present
Covenant Presbyterian Church, Doylestown, PA   June 2000 - October 2004
The Todd Organization   May 1998 - May 2000
Northwestern Mutual  May 1998 - May 2000

Skills
Investment Policy, Asset Managment, Investment Advisory, Personal Financial..., Portfolio Management, Mutual Funds, Series 7, Asset Allocation, Investment Strategies, Retirement Planning, Series 63, Wealth Management..., ETFs, Wealth Management, Series 65, Uniform Combined State..., Retirement, Alternative Investments, Financial Advisory, Investments, Estate Planning, 401k, Risk Management, IRAs, FINRA, Wealth Accumulation, Equities, Financial Services, Pensions, Strategic Financial..., Asset Management

Education
Westminster Theological Seminary   1996 — 2000
Master of Divinity (M.Div.)

Bloomsburg University of Pennsylvania   1992 — 1996
Bachelor of Science, Business Administration

Heather Wescott Heather Wescott Westlake, Ohio Details
Heather Wescott's The Todd Organization Experience March 2012 - Present
Job Experienced Analyst
Industry Insurance
Experience
The Todd Organization   March 2012 - Present
Clark Consulting  2004 - July 2011
Target  2001 - 2004
Northway Deli & Grill   1998 - 2001
Robbinsdale Park and Rec   1998 - 1998

Skills
Analysis, Employee Benefits, Customer Service, Time Management, Project Planning, Microsoft Office, Financial Reporting, Teamwork, Financial Analysis, Leadership, Process Improvement, Finance

Education
Metropolitan State University   2003 — 2006
Bachelor of Science in Human Resource Management

Minneapolis Community and Technical College   2000 — 2003
Liberal Arts, Women Studies

Bill Landers Bill Landers Greater Memphis Area Details
Bill Landers's The Todd Organization Experience January 2004 - Present
Job Principal at The Todd Organization
Industry Financial Services
Experience
The Todd Organization   January 2004 - Present
Martin, Tate, Morrow & Marston, P.C.   May 1976 - November 1996

Skills
Executive Pay, Employee Benefits, Life Insurance, Non-Qualified Deferred..., Bank-Owned Life..., Corporate Owned Life..., Retirement

Education
University of Mississippi School of Law   1972 — 1974
J.D., Law

Mississippi State University   1967 — 1972
B.S., Marketing

Tupelo High School

Tupelo High School

Cameron Cooke Cameron Cooke Greensboro/Winston-Salem, North Carolina Area Details
Cameron Cooke's The Todd Organization Experience 2006 - 2007
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

Peri Lane Peri Lane Annapolis, Maryland Details
Peri Lane's The Todd Organization Experience November 1989 - April 1992
Job Owner, Apis Productions
Industry Internet
Experience
Apis Productions   October 1997 - Present
AssureNet   November 1999 - February 2001
Bisys Potomac   March 1992 - October 1999
The Todd Organization   November 1989 - April 1992

Skills
Program Management, User Experience, Marketing, Databases, Insurance, Web Development, E-commerce, Financial Services, Business Analysis, Troubleshooting, Web Design, Corporate Communications, Analysis, Newsletters, SEM, Software Development, Start-ups, Networking, Strategy, SEO, SaaS, CRM, Mobile Applications, Strategic Partnerships, Entrepreneurship, Online Marketing, Web Marketing, Email Marketing, Web Analytics, WordPress, Google Analytics, PPC, Web 2.0, Website Development, Online Advertising, Web Applications, Small Business

Education
University of Maryland University College
B.S., Computer & Information Science

University of Maryland College Park
Bachelors Degree in Computer & Informtion Science, Computer and Information Sciences, General

Kurt Snyder Kurt Snyder Greensboro/Winston-Salem, North Carolina Area Details
Kurt Snyder's The Todd Organization Experience April 2002 - October 2007
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

Jessie Barghultz Jessie Barghultz Farmington, Minnesota Details
Jessie Barghultz's The Todd Organization Experience February 2005 - January 2007
Job Executive Assistant/Project Manager to VP of Sales at Life Time Fitness
Industry Health, Wellness and Fitness
Experience
Life Time Fitness  September 2012 - Present
Life Time Fitness  February 2007 - Present
The Todd Organization   February 2005 - January 2007
Clear Channel Communications  April 2001 - October 2004

Skills
Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Sales, Team Building, Sales Management, Outlook, Social Media, Public Speaking, Marketing, Coaching, Budgets, Project Management

Education
Montana State University-Bozeman
Communication and Media Studies

Barbara Fisher Barbara Fisher Portland, Oregon Area Details
Barbara Fisher's The Todd Organization Experience 1995 - 1997
Job President, Lead Consultant at Fisher Business Management, Inc.
Industry Management Consulting
Experience
Fisher Business Management, Inc.   November 2007 - Present
COOPER Designbuilders   June 2004 - November 2007
Strategic Alliance Group   October 1999 - December 2003
The Todd Organization   1995 - 1997

Skills
Quickbooks, Accounting, Small Business, Contract Negotiation, Hiring, Process Development, Process Management, Entrepreneurship, Operations Management, Human Relations, Marketing Management, QuickBooks, Recruiting, Marketing, Human Resources, People Skills, Management Consulting, Leadership Development, Marketing Strategy, Management, Sales, Lead Generation, Team Building, Business Development, Budgets, Organizational..., Personal Development, Process Improvement, Start-ups, Customer Satisfaction, Strategic Planning, Consulting, Human Relationship, Team Leadership, Social Media, Project Planning, Selling, New Business Development, Strategic Partnerships, Program Management, Coaching, Public Speaking, Process Simulation, SEO, Strategy, Change Management, Business Planning, Leadership, Business Strategy

Education
University of Phoenix   2000 — 2003
MBA, Information Technology

University of Oregon - Charles H. Lundquist College of Business   1989 — 1993
Bachelor of Arts, Marketing

Beaverton High   1985 — 1989

John Patrick Dandison John Patrick Dandison Charlotte, North Carolina Details
John Patrick Dandison's The Todd Organization Experience August 2005 - June 2007
Job Cloud Platform Solution Manager at Cardinal Solutions
Industry Computer Software
Experience
Cardinal Solutions  October 2014 - Present
Cardinal Solutions  November 2013 - Present
Disintermediation Services, Inc.   October 2011 - Present
Cardinal Solutions  May 2014 - October 2014
Decision Support  July 2012 - November 2013
Skanska USA Inc.  May 2011 - July 2012
Skanska USA Building Inc.  July 2008 - May 2011
Bank of America  June 2007 - July 2008
The Todd Organization   August 2005 - June 2007

Skills
Windows 8, Kinect, C#, Business Intelligence, ASP.NET MVC, jQuery, Amazon Web Services, SharePoint, WinRT, Windows Metro, ASP.NET, Amazon Web Services..., Windows, Microsoft SQL Server, Software Development, Agile Methodologies, Windows Azure, Windows Server, Mobile Applications, Cloud Computing, MS Project, Software Documentation, Data Center, Software Design, Project Management, Virtualization, Enterprise Software, Web Development, .NET, Integration, IIS, Web Services, XML, JavaScript, Visual Studio, SOA

Education
Greensboro College
Music

Holli Cruse Holli Cruse Dallas/Fort Worth Area Details
Holli Cruse's The Todd Organization Experience September 2014 - March 2015
Job Associate Financial Representative at Messick, Peacock & Associates
Industry Financial Services
Experience
Messick, Peacock & Associates   April 2015 - Present
The Todd Organization   September 2014 - March 2015
Northwestern Mutual  September 1999 - August 2014

Skills
Life Insurance, Loans, Fixed Annuities, Insurance, Retirement Planning, Disability Insurance, Long Term Care Insurance, Strategic Financial..., Term Life Insurance, Technical Support, Training, Risk Management, Wealth Accumulation, Financial Analysis, Finance, 401k Rollovers, 401k, Financial Planning, Sales, Employee Benefits, Customer Service, Leadership, Marketing, Strategic Planning

Education
Richland College   1991 — 1993

Steven Bergman Steven Bergman Richmond, Virginia Area Details
Steven Bergman's The Todd Organization Experience 1996 - 1998
Job Experienced Technology and Operations Director
Industry Financial Services
Experience
VML Insurance Programs   May 1999 - February 2015
The Todd Organization   1996 - 1998
CRC Press  1987 - 1996

Skills
Insurance, Vendor Management, Process Improvement, Security, Technology Planning, IT Strategy, IT Management, Disaster Recovery, Business Continuity, Team Leadership, Virtualization, Strategy, Data Center, Strategic Planning, Solution Architecture, Budgets, Program Management, Project Management, Integration, Software Project..., Requirements Analysis, Information Technology, Outsourcing, Governance, Project Portfolio..., Business Analysis, IT Operations, PMP, Enterprise Architecture, Management, Leadership

Education
Virginia Commonwealth University   2014 — 2015
Master’s Degree, Information Technology Management, 4.0

Florida Atlantic University
Bachelor’s Degree, Mathematics

Don Button Don Button Greensboro/Winston-Salem, North Carolina Area Details
Don Button's The Todd Organization Experience June 1994 - November 2002
Job Owner, DONALD BUTTON CPA PLLC
Industry Accounting
Experience
DONALD BUTTON CPA PLLC   November 2002 - Present
The Todd Organization   June 1994 - November 2002
Deloitte & Touche  1988 - 1994

Skills
Personal Tax Planning, Bookkeeping, Payroll, Corporate Tax Planning, Small Business Tax, Strategic Planning, Financial Analysis, Strategic Financial..., Estate Planning, Retirement Planning, Wealth Management, Financial Statements, Small Business..., Budgets, Financial Planners, Insurance, Small Business, Tax, Tax Preparation, Income Tax

Education
University of North Carolina at Charlotte - Belk College of Business
BS, Accounting

The American College
CLU, Insurance

June Bails June Bails Elkhart, Indiana Area Details
June Bails's The Todd Organization Experience August 2001 - August 2002
Job Trust Administrative Assistant at 1st Source Bank
Industry Financial Services
Experience
1st Source Bank  August 2015 - Present
Everence Financial Services  September 2005 - March 2015
Martin Capital Management   August 2002 - June 2005
The Todd Organization   August 2001 - August 2002
Compass Financial Advisors  December 1995 - May 2001

Education
Bethel College
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies

Jackie Macedonia Jackie Macedonia Greater Atlanta Area Details
Jackie Macedonia's The Todd Organization Experience August 2007 - December 2009
Job C130 Contracts Negotiator at Lockheed Martin Aeronautics
Industry Aviation & Aerospace
Experience
Lockheed Martin Aeronautics  January 2010 - Present
The Todd Organization   August 2007 - December 2009

Education
Georgia Institute of Technology   2005 — 2009
Bachelor of Science in Management, Marketing and International Business

Georgia Institute of Technology - Georgia Tech College of Management   2005 — 2009

Bobby Macedonia Bobby Macedonia Greater Atlanta Area Details
Bobby Macedonia's The Todd Organization Experience May 2009 - July 2009
Job Marketing Specialist at Georgia Tech Research Institute
Industry Research
Experience
Georgia Tech Research Institute  September 2013 - Present
Georgia Tech Research Institute  April 2011 - Present
Georgia Tech Research Institute  October 2009 - April 2011
The Todd Organization   May 2009 - July 2009
US Army PEO STRI  June 2008 - August 2008
Customer Management Systems  May 2006 - January 2008

Skills
Strategic Communications, Marketing, Market Research, Entrepreneurship, Leadership, Event Planning, Social Media, Public Relations, Program Management

Education
University of Florida   2005 — 2009
Bachelor of Science, Advertising, Business

Deirdre Kerr Deirdre Kerr San Francisco Bay Area Details
Deirdre Kerr's The Todd Organization Experience September 1996 - July 2000
Job Associate Research Scientist at ETS
Industry Research
Experience
Educational Testing Service (ETS)   March 2014 - Present
UCLA  September 2007 - December 2013
Various Schools in California   October 2000 - June 2007
The Todd Organization   September 1996 - July 2000

Skills
Statistics, Quantitative Research, Research Design, SPSS, Educational Research, R, Data Mining, Data Science, Educational Data Mining, Knitting, Cluster Analysis, Factor Analysis, Learning Analytics, Data Analysis

Education
UCLA   2007 — 2014
PhD in Education, Social Research Methodology

The Evergreen State College   1998 — 2000
Master of Arts (MA), Teachers of Native American Learners

Carleton College   1992 — 1996
Bachelor of Arts (BA), English

Brian Holle Brian Holle Greater Atlanta Area Details
Brian Holle's The Todd Organization Experience January 2007 - December 2008
Job Risk Management, Vice President at Wells Fargo
Industry Banking
Experience
Wells Fargo  March 2014 - Present
PwC  August 2010 - March 2014
TriNovus, LLC  August 2009 - August 2010
The Todd Organization   January 2007 - December 2008
The Bankers Bank, Atlanta   August 2001 - December 2006

Skills
Financial Risk, Financial Services, Leadership, Management, Risk Management, Vendor Management, Business Development, Banking, Analysis, Management Consulting, Process Improvement, Program Management, Investments

Education
Auburn University   1997 — 2001
Finance, Harbert College of Business

LaGrange High School   1993 — 1997

Angie Winschel Angie Winschel Greater St. Louis Area Details
Angie Winschel's The Todd Organization Experience June 1992 - June 1994
Job Partner at Almanac
Industry Marketing and Advertising
Experience
Almanac  October 2009 - Present
Fresh Ink  2005 - September 2009
YMCA of Greater St. Louis  April 1999 - August 2007
Ursuline Academy-St. Louis  July 1994 - March 1999
The Todd Organization   June 1992 - June 1994
Maritz  1994 - 1994

Skills
Marketing Communications, Social Media, Media Relations, Corporate Branding, Branding Development, Writing, Marketing Strategy, Fundraising Campaigns, Content Strategy, Fundraising, Nonprofits, Editing, Marketing, Strategy, Event Planning, Strategic Communications, Email Marketing, Newsletters, Direct Mail, Copywriting, Corporate Communications, Brand Development, Online Marketing, Advertising, Integrated Marketing

Education
University of Missouri-Columbia   1988 — 1992
BJ, Journalism, Advertising, Marketing

Robert Jay Davis, CLU, ChFC Robert Jay Davis, CLU, ChFC Greater New York City Area Details
Robert Jay Davis, CLU, ChFC's The Todd Organization Experience June 1968 - Present
Job Executive Benefits Consultant
Industry Financial Services
Experience
The Todd Organization   June 1968 - Present

Education
Bucknell University   1964 — 1968
Bachelor of Arts, Economics

Tony Bankston Tony Bankston Normal, Illinois Details
Tony Bankston's The Todd Organization Experience August 1991 - June 1992
Job Director of the Shirk Center Athletic Complex and Assistant Athletic Director at Illinois Wesleyan University
Industry Higher Education
Experience
Illinois Wesleyan University  August 2015 - Present
Illinois Wesleyan University  June 1992 - July 2015
The Todd Organization   August 1991 - June 1992

Skills
Student Development, Student Affairs, Higher Education, Admissions, Student Financial Aid, Career Counseling, Enrollment Management, Resume Writing, Community Outreach, Student Recruiting, Staff Development, Academic Advising, Public Speaking, Teaching, Program Development, Student Counseling, Curriculum Development

Education
Illinois Wesleyan University   1987 — 1991
Bachelor of Arts (B.A.), English and History

B. Wade Garber B. Wade Garber Portland, Oregon Area Details
B. Wade Garber's The Todd Organization Experience January 2004 - Present
Job Wealth Management Advisor at Northwestern Mutual
Industry Financial Services
Experience
The Todd Organization   January 2004 - Present
Northwestern Mutual Wealth Management Company  October 1982 - Present

Education
University of Oregon   1977 — 1980
Business Administration, Marketing

Jon Templeton Jon Templeton Greensboro/Winston-Salem, North Carolina Area Details
Jon Templeton's The Todd Organization Experience April 2003 - July 2005
Job AVP Life, Annuities, Group Protection, Shared Services & Enterprise Digital Execution Lead at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group  June 2014 - Present
Lincoln Financial Group  April 2012 - June 2014
Lincoln Financial Group  July 2005 - April 2012
The Todd Organization   April 2003 - July 2005
SilverStream Software  October 2000 - March 2002
Cone Mills, Mind in Motion, Marathon Group, Merant   1995 - 2000

Skills
Business Intelligence, Project Management, SDLC, Integration, Leadership, Business Analysis, Innovation, Team Leadership, Information Technology, Strategic Planning, Business Strategy, IT Strategy, Digital Strategy, User Experience, Web Development, Business Process..., Continuous Improvement, Consulting, Workflow, Document Imaging, Vendor Management, Budget Process, Financial Analysis, Valuation, Negotiation, Presentations, Digital Media, Statistics, .NET, Java, JavaScript, CSS, Web Services, Capacity Management, Economics, Modeling, Microsoft Office, Problem Solving, Quality Center, XML, Project Portfolio..., Risk Management, Requirements Gathering

Education
Duke University - The Fuqua School of Business   2009 — 2010
MBA, Business Administration and Management, General

North Carolina State University   1992 — 1996
Bachelor of Environmental Design, Industrial Design and Technology

Amy Cocke Amy Cocke Richmond, Virginia Area Details
Amy Cocke's The Todd Organization Experience January 1995 - June 2000
Job Talent Mobility Sales Strategist
Industry Human Resources
Experience
Lee Hecht Harrison  December 2009 - December 2014
Lee Hecht Harrison  January 2006 - December 2009
Lee Hecht Harrison  September 2000 - January 2006
The Todd Organization   January 1995 - June 2000

Skills
Executive Coaching, Leadership Development, Organizational..., Change Management, Performance Management, Management Consulting, Organizational Design, Coaching, Strategy, Leadership, Career Management, Team Building, Career Development, Strategic Planning, Recruiting, Human Resources, Talent Management, Organizational..., Project Management, Career Counseling, Training

Education
Radford University
B.S. - Fashion Merchandising; Minor - Business Marketing

Eric Dent Eric Dent Fayetteville, North Carolina Details
Eric Dent's The Todd Organization Experience 1991 - 1993
Job Principal at Leadership Consultant and Coach
Industry Higher Education
Experience
Leadership Consultant and Coach   1986 - Present
Fayetteville State University  July 2012 - Present
Center for Creative Leadership  2001 - Present
Always Improvement   1993 - Present
University of Maryland University College  1990 - Present
University of North Carolina, Pembroke  August 2003 - July 2008
University of Maryland University College  2000 - 2003
The George Washington University  1995 - 2000
The Todd Organization   1991 - 1993
Institute for Resource Development   1986 - 1991

Skills
Public Speaking, Higher Education, Research, Teaching, Student Affairs, Leadership Development, Grant Writing, Career Counseling, Management Consulting, Distance Learning, Student Development, Organizational..., Instructional Design, Team Building, Staff Development, Educational Leadership, Community Outreach, E-Learning, Workshop Facilitation, Curriculum Development, Executive Coaching, Leadership, Training, Conflict Resolution, Management, Adult Education, Program Evaluation, University Teaching, Grants, Qualitative Research, Curriculum Design, Program Development, Mentoring, Program Management, Executive Development, Educational Technology, Presentations, Strategic Planning, Fundraising, Writing, Nonprofits, Entrepreneurship, Coaching, 360 Feedback, Resume Writing, Psychology, Dissertation Editing, Career Development

Education
The George Washington University - School of Business   1992 — 1997
Ph.D., Management and Organization

Emory University   1979 — 1983
Master of Science (M.S.), Mathematics and Computer Science

Scott Ferner, MBA Scott Ferner, MBA Greensboro/Winston-Salem, North Carolina Area Details
Scott Ferner, MBA's The Todd Organization Experience 1995 - 1999
Job Vice President of Information Technology at Aircraft Intelligence | IT Consultant | Aviation Business Development
Industry Information Technology and Services
Experience
Aircraft Intelligence   2014 - Present
Listingbook  2006 - 2013
Design Factory International, College of Communication Arts and Interactive Media   2000 - 2006
Epistyle.com / SystemStudios.com   1999 - 2000
The Todd Organization   1995 - 1999
Syngenta  1990 - 1995
Quality Systems Incorporated  1983 - 1989

Skills
Business Analysis, Requirements Analysis, Integration, SQL, Microsoft SQL Server, ITIL, SDLC, Software Development, Business Intelligence, IT Strategy, Software Project..., Cloud Computing, Enterprise Architecture, IT Service Management, Virtualization, Project Management, IT Management, IT Operations, Information Technology, Cross-functional Team..., Strategic Partnerships, Systems Engineering, Change Management, Program Management, Operations Management, Software Engineering, Database Administration, Business Process..., Business Strategy, New Business Development, Technological Innovation, P&L Management, Technical Leadership, System Testing, Contract Negotiation, Management Information..., Data Analysis, Data Warehousing, Data Management, Programming Languages, Technology Integration, Network Engineering, Strategic Communications, Collaboration Solutions, Project Planning, Project Delivery, Aircraft, Business Aviation, Aviation, Aircraft Sales

Education
George Mason University
Master of Business Administration (M.B.A.), Management Information Systems

Wake Forest University
Bachelor of Science (B.S.), Dual Major: Mathematics & Business

Tom Sikic Tom Sikic San Francisco Bay Area Details
Tom Sikic's The Todd Organization Experience 2005 - 2006
Job
Industry Internet
Experience
LinkedIn  May 2014 - Present
LinkedIn  July 2011 - April 2014
Xactly Corporation  June 2007 - June 2011
Network Appliance  April 2007 - May 2007
Redback Networks  October 2006 - March 2007
The Todd Organization   2005 - 2006
Equilar, Inc.   2004 - 2004

Skills
Sales Compensation, Salesforce.com, Excel, Sales Operations, Microsoft Office, PowerPoint, Outlook, Incentive Programs, Customer Service, SaaS, Xactly, Xactly Incent, Microsoft Excel, Business Analysis, Data Analysis, Enterprise Software, Analytics

Education
University of California, San Diego   1999 — 2003
BS, Management Science

Queen Mary, U. of London   2001 — 2001

Gunn

Michael Oliver, CFA Michael Oliver, CFA Greater New York City Area Details
Michael Oliver, CFA's The Todd Organization Experience May 2000 - August 2002
Job Family Wealth Advisor at BNY Mellon Wealth Management
Industry Investment Management
Experience
BNY Mellon Wealth Management  August 2013 - Present
Lazard Wealth Management LLC   July 2010 - February 2013
Deloitte Investment Advisors LLC   July 2007 - July 2010
U.S. Trust, Bank of America Private Wealth Management   January 2004 - July 2007
The Todd Organization   May 2000 - August 2002
Runzheimer International  June 1999 - May 2000

Skills
Wealth Management, Portfolio Management, Asset Allocation, Manager Due Diligence, Alternative Investments, Investment Advisory, Equities, Fixed Income, Hedge Funds, Open Architecture, Wealth Management..., Due Diligence, Mutual Funds, Investments, Investment Management, Investment Strategies, Economics, Asset Management, ETFs, Private Equity, Equity Research

Education
CFA Charterholder

Carnegie Mellon University - Tepper School of Business   2002 — 2003
Master of Business Administration (MBA), Accounting and Finance

University of Wisconsin-Madison   1995 — 1999
BS, Economics

Erin Shy Erin Shy Greater St. Louis Area Details
Erin Shy's The Todd Organization Experience May 2005 - June 2006
Job Implementation Consultant at Ceridian
Industry Consumer Services
Experience
Ceridian  June 2009 - Present
Ceridian Corporation  July 2006 - June 2009
The Todd Organization   May 2005 - June 2006
Bass Pro Shop  2003 - 2005
Tracker Marine   2003 - 2005

Education
Drury University   2001 — 2005

Jason Richey, CFA Jason Richey, CFA Tampa/St. Petersburg, Florida Area Details
Jason Richey, CFA's The Todd Organization Experience April 2002 - November 2006
Job Sr. Due Diligence Analyst at Raymond James
Industry Financial Services
Experience
Raymond James  June 2008 - Present
Rizzetta & Company  November 2006 - June 2008
The Todd Organization   April 2002 - November 2006

Education
Ithaca College
Math/Economics

Meredith Turchek Meredith Turchek Cleveland/Akron, Ohio Area Details
Meredith Turchek's The Todd Organization Experience October 2002 - Present
Job Marketing Coordinator
Industry Insurance
Experience
The Todd Organization   October 2002 - Present

Education
The University of Akron   1997 — 2002
Bachelor of Science (B.S.), Sales Management and Marketing Operations/Marketing

Midpark High School   1992 — 1995

Susan Rennell Susan Rennell Cleveland/Akron, Ohio Area Details
Susan Rennell's The Todd Organization Experience July 2014 - July 2015
Job Business Development at Resource Title National Agency, Inc
Industry Real Estate
Experience
Resource Title National Agency, Inc   July 2015 - Present
The Todd Organization   July 2014 - July 2015
The Northwestern Mutual Financial Network  December 2004 - July 2013

Education
The Ohio State University   1997 — 2001

Dan Clark Dan Clark Greensboro/Winston-Salem, North Carolina Area Details
Dan Clark's The Todd Organization Experience July 2005 - November 2007
Job Director, IT Infrastructure at Lorillard Tobacco Company
Industry Tobacco
Experience
Lorillard Tobacco Company  May 2012 - Present
United States Marine Corps  June 2011 - Present
Lorillard Tobacco Company  January 2011 - May 2012
Lorillard Tobacco Company  September 2008 - December 2010
The Newport Group  2007 - May 2008
The Todd Organization   July 2005 - November 2007
City of Greensboro  2005 - 2006
Lowe's Home Improvement  1997 - 2000

Skills
Security, Disaster Recovery, CISSP, Strategic Planning, SOX, Windows, Integration, Information Security, Management, Virtualization, Data Center, Project Management, Servers, Leadership, System Administration, Sarbanes-Oxley Act, Information Technology, Program Management, Information Assurance, PMP, Project Planning, Business Process..., Risk Management, Computer Security, Process Improvement, Network Security, Vulnerability Assessment, Enterprise Software, VoIP, Troubleshooting, Cisco Technologies, IT Strategy, Training, Networking, Telecommunications, Network Design, Team Leadership, Infrastructure, IT Management

Education
Guilford College   1995 — 1997
BS, Political Science / History

UNCG

Sherry Shameer Cohen Sherry Shameer Cohen Greater New York City Area Details
Sherry Shameer Cohen's The Todd Organization Experience 2003 - 2004
Job Parachute Journalist / Experienced Copywriter / PowerPoint Guru
Industry Newspapers
Experience
Broadwayworld.com  2011 - Present
Sherry Shameer Cohen   1990 - Present
Connecticut Press Club   2007 - July 2014
The Advocate  August 2001 - February 2014
The Todd Organization   2003 - 2004
Connecticut Jewish Ledger   1995 - 2004
William Pitt Real Estate  2000 - 2001
Werner Gershon Associates   2000 - 2000
Polymer Resources Ltd.  1999 - 2000
The Acting Company of Greenwich   1994 - 2000

Skills
Journalism, Blogging, Editing, Proofreading, Copywriting, Interviewing Skills, Desktop Publishing, Social Media, Newspaper, Feature Articles, Magazines, News Writing, Freelance Writing, SEO, AP Style, Bookkeeping, Creative Writing, Books, Web Content, Advertising, Photography, Storytelling, Strategic Communications, InDesign, Publishing, Press Releases, Publications, Newspapers, Online Journalism, Editorial, Newsletters, Content Development, Copy Editing, Fact-checking, Writing, Public Speaking

Education
Fordham University

Mercy College
B.A. cum laude, Sociology

Sleepy Hollow High School

Bob Pash Bob Pash Greater New York City Area Details
Bob Pash's The Todd Organization Experience 1991 - 2007
Job Insurance Planning Consultant at Insurance Designers of America
Industry Insurance
Experience
Insurance Designers of America   January 2012 - Present
Corporate Life Advisors   April 2010 - November 2011
Concord Capital Management, LLC   January 2008 - August 2010
The Todd Organization   1991 - 2007

Skills
Executive Compensation, Retirement, Retirement Planning, Deferred Compensation, Annuities, Estate Planning, Insurance, Defined Benefit, Employee Benefits, Term Life Insurance, Business Planning, Disability Insurance, IRAs, Financial Planners, Executive Pay, Series 63, Series 6, Wealth Management, Investments, Professional Liability, Fixed Annuities, Life Insurance, Property & Casualty..., Long-term Care, Underwriting, Risk Management, 401k, Health Insurance, Strategic Financial...

Education
New York University - Leonard N. Stern School of Business   1986 — 1988
MBA, Finance

Columbia University in the City of New York   1979 — 1983
BA, History

Heather Kristensen Heather Kristensen Greensboro/Winston-Salem, North Carolina Area Details
Heather Kristensen's The Todd Organization Experience 2002 - 2005
Job Director of IT Planning at Lincoln Financial Group
Industry Insurance
Experience
Lincoln Financial Group  May 2010 - Present
Arbonne International  2007 - 2009
Todd Consulting Inc.   2002 - 2005
The Todd Organization   2002 - 2005

Education
Montclair State University   1996 — 2001

Jon Panz Jon Panz Greensboro/Winston-Salem, North Carolina Area Details
Jon Panz's The Todd Organization Experience January 2001 - November 2007
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

Holly Kvak Holly Kvak Greater Pittsburgh Area Details
Holly Kvak's The Todd Organization Experience October 1999 - August 2005
Job Enrollment Specialist at The Newport Group
Industry Financial Services
Experience
The Newport Group  September 2014 - Present
Solenture   January 2006 - August 2014
The Todd Organization   October 1999 - August 2005

Skills
Employee Benefits, Deferred Compensation, Life Insurance, 401k, Insurance, Executive Pay, Benefits Administration, Health Insurance, Disability Insurance

Education
Clarion University of Pennsylvania
B.S., Business, Management

Leila Rashti-Deutschman Leila Rashti-Deutschman Washington D.C. Metro Area Details
Leila Rashti-Deutschman's The Todd Organization Experience 1991 - 1994
Job Business Analyst, Energy Management
Industry Transportation/Trucking/Railroad
Experience
Washington Metropolitan Area Transit Authority  December 2007 - Present
Washington Metropolitan Area Transit Authority  June 1998 - December 2007
SICPA Industries of America   1994 - 1998
The Todd Organization   1991 - 1994
Towers Perrin  1988 - 1991
McManis & Monsalve Associates  1980 - 1989

Skills
Government, Policy, Strategic Planning, Team Building, Public Policy, Transportation, Program Management, Project Management, Analysis, Project Planning, Contract Management, Operations Management, Process Improvement, Change Management

Education
School of Oriental and African Studies, U. of London   1972 — 1973
MA, Middle Eastern Area Studies

Mount Holyoke College   1968 — 1972
Political Science

Alexandra Trevelyan Alexandra Trevelyan Greater Boston Area Details
Alexandra Trevelyan's The Todd Organization Experience June 1983 - September 1985
Job Writer for High Tech and Wall Street
Industry Writing and Editing
Experience
Trevelyan and Assoc.   August 1995 - Present
Lotus Development  September 1985 - August 1995
The Todd Organization   June 1983 - September 1985

Skills
Writing, Blogging, Press Releases, Public Relations

Education
The University of Connecticut School of Business
Bachelor of Science, Finance

Kenneth Godfrey, CFP®, PMP® Kenneth Godfrey, CFP®, PMP® Washington D.C. Metro Area Details
Kenneth Godfrey, CFP®, PMP®'s The Todd Organization Experience 1996 - 2004
Job Project Integration Manager at Performix Consulting, LLC; President & CEO at Life Insurance Financial Evaluations, LLC
Industry Financial Services
Experience
Performix Consulting, LLC   2012 - Present
Life Insurance Financial Evaluations, LLC   2010 - Present
McNair & Company   2007 - 2009
Wachovia Insurance Services Broker Dealer, Inc.   2005 - 2007
Wachovia Insurance Services, Inc  2004 - 2007
The Todd Organization   1996 - 2004

Skills
Insurance, Strategic Financial..., Project Management, Product Management, Financial Modeling, Financial Analysis, Performance Measurement, Risk Management, Leadership, Team Building, Strategic Busines..., Operations Management, Business Development, Relationship Management, Business Process..., Organizational Change..., Securities Compliance, Insurance Compliance, Life Insurance Case..., Life Insurance..., Wealth, Estate Planning, Nonqualified Executive..., Retirement, Quantitative &..., Budget Forecasts

Education
North Carolina State University - College of Management   1991 — 1996
BA, Business Management

The American College
CLU, ChFC

Don Payne Don Payne High Point, North Carolina Details
Don Payne's The Todd Organization Experience August 1997 - August 2004
Job Principal at Legacy Capital Group
Industry Insurance
Experience
Legacy Capital Group  September 2014 - Present
Wealth Preservation Services   May 2014 - September 2014
Harris, Crouch, Long, Scott & Miller   October 2004 - April 2014
The Todd Organization   August 1997 - August 2004
Pacific Life  December 1994 - September 1997

Skills
Life Insurance, Estate Planning, Securities, Risk Management, Finance, Insurance, Strategic Financial..., Customer Service, Financial Advisory, Business Planning, Financial Services, Retirement Planning, Leadership, Fixed Annuities, Investments, Financial Planning, Retirement

Education
East Carolina University   1985 — 1987
MBA

East Carolina University   1980 — 1985
BA, Computer Science

The American College   1994 — 1995
CLU, Chartered Life Underwriter

Hickory High   1977 — 1980

Carolyn Hondo Carolyn Hondo Portland, Oregon Area Details
Carolyn Hondo's The Todd Organization Experience 1999 - 2009
Job Account Manager at The Standard
Industry Financial Services
Experience
The Standard  2009 - Present
The Todd Organization   1999 - 2009
MCG Northwest   1985 - 1999

Skills
401k, Defined Benefit, Retirement, Retirement Planning, Insurance, Life Insurance

Education
Oregon State University   1979 — 1985
BS, Mathematics/ Business

Keith Vukmir, AIF® Keith Vukmir, AIF® Greater Pittsburgh Area Details
Keith Vukmir, AIF®'s The Todd Organization Experience April 2002 - January 2003
Job Vice President at PNC Institutional Investments
Industry Financial Services
Experience
PNC  April 2012 - Present
Greycourt & Co., Inc.   June 2009 - January 2012
Greycourt & Co.   July 2008 - June 2009
Invesmart, Inc.   January 2003 - July 2005
Federated Investors  1999 - 2005
The Todd Organization   April 2002 - January 2003

Skills
Asset Management, Asset Allocation, Investments, Portfolio Management, Financial Reporting, Financial Modeling, Excel, Customer Relations, Financial Analysis, Portfolios, Bloomberg, Microsoft Office, Wealth Management, Customer Service, Financial Services, Mutual Funds, Analysis, Microsoft Excel

Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business   2005 — 2008
Masters of Business Administration, Strategy, Finance

University of Dayton   1994 — 1998
B.S., Finance

Alan Mullis Alan Mullis Greensboro/Winston-Salem, North Carolina Area Details
Alan Mullis's The Todd Organization Experience July 2006 - July 2007
Job Controller at KDH Defense Systems, Inc.
Industry Accounting
Experience
KDH Defense Systems, Inc.   June 2014 - Present
Signature Property Group, Inc.   November 2008 - January 2014
Pierce Homes of Carolina, Inc.   July 2007 - October 2008
The Todd Organization   July 2006 - July 2007
Ameritex Yarn LLC   August 1996 - July 2006

Skills
Financial Reporting, Financial Analysis, Asset Managment, Budgets, General Ledger, Cash Management, Finance, GAAP, Sarbanes-Oxley Act, Strategic Financial..., Strategic Planning, Financial Statements, Accounting, Cost Accounting, Auditing, Managerial Finance, Asset Management, Financial Modeling, Leadership

Education
East Carolina University   2010 — 2012
MSTS, Technology Systems - Quality Systems

University of North Florida   1983 — 1985
Macc, Accountancy

Valdosta State University   1978 — 1980
BBA, Accounting

Wes Ratterree Wes Ratterree Charleston, South Carolina Area Details
Wes Ratterree's The Todd Organization Experience January 2001 - December 2004
Job Chief Information Officer at City of Charleston
Industry Government Administration
Experience
City of Charleston  December 2004 - Present
The Todd Organization   January 2001 - December 2004
Comporium Communications  May 1996 - January 2001
Comporium Communications  June 1992 - May 1996
Comporium Communications  July 1989 - June 1992

Skills
Program Management, Strategic Planning, Project Management, Disaster Recovery, Security, Process Improvement, Data Center, Budgets, Virtualization, Cloud Computing, Management, Network Security, Team Leadership, Customer Service, Team Building, Leadership, Troubleshooting, Information Technology, Government, System Administration, Project Planning, Networking, Account Management, IT Management, Telecommunications

Education
University of North Carolina at Chapel Hill   2008 — 2009
CGCIO, Information Technology

Winthrop University   1987 — 1989
MBA, Business Administration and Management, General

The Citadel   1982 — 1986
BS, Business Administration

South Florence High School   1979 — 1982
High School

Anne Pardo-Betts Anne Pardo-Betts Kalamazoo, Michigan Area Details
Anne Pardo-Betts's The Todd Organization Experience March 1993 - May 1995
Job Pastor of Business Administration at Radiant Church
Industry Nonprofit Organization Management
Experience
Radiant Church  August 2011 - September 2015
Radiant Church  December 2008 - July 2011
Radiant Church  August 2007 - December 2008
Manulife Financial  May 1995 - May 1996
The Todd Organization   March 1993 - May 1995
May Department Stores  July 1991 - February 1993

Skills
Discipleship, Team Leadership, Fundraising, Community Outreach, Teaching, Organizational..., Public Speaking, Training, Team Building, Microsoft Word, Leadership Development, Leadership, Biblical Studies, Volunteer Management, Administration, Nonprofits, Conflict Resolution, Social Media

Education
Western Michigan University - Haworth College of Business   2015 — 2018
MBA, Business Administration

University of Michigan   1987 — 2001
BA, Economics

Alex House Alex House Orlando, Florida Area Details
Alex House's The Todd Organization Experience 2005 - 2007
Job Business Consultant
Industry Market Research
Experience
The Newport Group  June 2007 - March 2010
The Todd Organization   2005 - 2007
MetLife  January 1999 - March 2004

Skills
CRM, Investments, Retirement Planning, Retirement, Series 63, Project Management, Insurance, Financial Services, Client Services, Strategic Financial..., Financial Analysis, Process Improvement, Strategic Planning, Asset Management, Leadership, Mergers & Acquisitions, Asset Allocation, Mutual Funds, Social Media Marketing, Microsoft Office

Education
Princeton University   1993 — 1997
BA, Politics

Kelly Kildea Kelly Kildea Greater St. Louis Area Details
Kelly Kildea's The Todd Organization Experience 1998 - 2007
Job Manager, Policy Administration at The Newport Group
Industry Insurance
Experience
The Newport Group  November 2007 - Present
The Todd Organization   1998 - 2007
Hewitt Associates  1997 - 1998

Education
Indiana University Bloomington   1993 — 1997
bachelor of science, Mathematics Education

Joyce Chung Joyce Chung Greater New York City Area Details
Joyce Chung's The Todd Organization Experience September 1998 - March 2000
Job Compensation and Benefits Analyst
Industry Financial Services
Experience
General Reinsurance  November 2010 - Present
Royal Bank of Scotland  November 2009 - May 2010
Philip Morris Capital Corp  April 2000 - February 2009
The Todd Organization   September 1998 - March 2000

Skills
Compensation, Financial Analysis, Financial Modeling, Executive Pay, Employee Benefits, Defined Benefit, Finance, Human Resources, Recruiting, Performance Management, Employee Relations, HRIS, Microsoft Excel, Analysis, Budgets, Deferred Compensation, Project Management, Financial Services

Education
Babson College - Franklin W. Olin Graduate School of Business   2006 — 2008
MBA, General MBA

Babson College   1994 — 1998
BS, Finance

Leonard Wilson Leonard Wilson Houston, Texas Area Details
Leonard Wilson's The Todd Organization Experience May 2003 - Present
Job Consultant at The Todd Organization
Industry Financial Services
Experience
The Todd Organization   May 2003 - Present
Clark Consulting  July 1996 - March 2003
Several Regional Banks   February 1976 - February 1988

Skills
Life Insurance, Executive Pay, Employee Benefits, Defined Benefit, 401k, Retirement, Retirement Planning, Pensions, Disability Insurance, Management, Insurance, Deferred Compensation, Succession Planning, Estate Planning, Banking, Financial Analysis

Education
Rutgers University-New Brunswick   1980 — 1982
Banking, Stonier Graduate School of Banking

Southern Methodist University - Cox School of Business
MBA, Finance

The University of Texas at Austin
BBA, Finance

Chris Calabro Chris Calabro Cincinnati Area Details
Chris Calabro's The Todd Organization Experience 1985 - 1990
Job at Ohio National Financial Services
Industry Insurance
Experience
Ohio National Financial Services  2010 - Present
MassMutual Financial Group  2005 - 2009
MassMutual Financial Group  2000 - 2005
MassMutual Financial Group  1999 - 2000
MassMutual Financial Group  1997 - 1999
Connecticut Mutual Life Insurance  1990 - 1996
The Todd Organization   1985 - 1990

Education
The University of Connecticut
Finance

Phil Usry Phil Usry Greater St. Louis Area Details
Phil Usry's The Todd Organization Experience October 2005 - October 2007
Job Business Analyst at Buckingham Asset Management
Industry Financial Services
Experience
Buckingham Asset Management  April 2013 - Present
Buckingham Asset Management  November 2010 - April 2013
Buckingham Asset Management  October 2007 - November 2010
The Todd Organization   October 2005 - October 2007

Education
University of Missouri-Columbia, College of Business   2001 — 2005
BSBA, Finance

David Ellington David Ellington Greater St. Louis Area Details
David Ellington's The Todd Organization Experience August 2003 - August 2004
Job Marketing Manager at Maritz
Industry Marketing and Advertising
Experience
Maritz Motivation Solutions  September 2007 - Present
Catholic Student Center at Washington University   August 2005 - September 2007
Overnite Transportation  August 2004 - August 2005
The Todd Organization   August 2003 - August 2004
Lindenwood University  August 2000 - August 2003

Skills
Salesforce.com, Lead Generation, Marketing Strategy, Direct Marketing, Email Marketing, B2B, Marketing, Event Management, Account Management, Marketing Communications, Email Strategy, Email Marketing Software, Eloqua, Relationship Marketing, Relationship Management

Education
Lindenwood University   2000 — 2002
Master's degree, Marketing

Lindenwood University   1996 — 2000
Bachelor's degree, Communication, General

Kelly Kildea Kelly Kildea Greater St. Louis Area Details
Kelly Kildea's The Todd Organization Experience 1998 - 2007
Job Senior Client Relationship Manager
Industry Insurance
Experience
The Newport Group  November 2012 - Present
The Newport Group  November 2007 - November 2012
The Newport Group  January 2010 - October 2012
The Newport Group  November 2007 - January 2010
Todd Consulting, Inc   May 2007 - November 2007
Todd Consulting, Inc   April 2001 - April 2007
The Todd Organization   1998 - 2007
Todd Organization of St. Louis, L.L.C   January 1999 - March 2001
Todd Organization of St. Louis, L.L.C   June 1998 - January 1999
Aon Hewitt  June 1997 - June 1998

Skills
Employee Benefits, Defined Benefit, Retirement Planning, ERISA, Pensions, 401k, Retirement, Life Insurance, Defined Contribution, Executive Pay, Mergers & Acquisitions, Qualified Retirement..., Series 63, Deferred Compensation, Non-Qualified Deferred...

Education
Indiana University   1993 — 1997
Bachelor of Science, Mathematics Education

Indiana University Bloomington   1993 — 1997
Bachelor of Science, Mathematics Education

Melanie Koger Melanie Koger Greater Pittsburgh Area Details
Melanie Koger's The Todd Organization Experience 2001 - March 2003
Job Benefits Specialist at The Washington Hospital
Industry Hospital & Health Care
Experience
The Washington Hospital  Pension AnalystGem GroupOctober 2003 - July 2008
The Todd Organization   2001 - March 2003
Centimark  1999 - 2001
DXI Networks   January 1997 - May 1999

Skills
Benefits Administration

Education
California University of Pennsylvania   1992 — 1996
BS, Computer Based Systems Management

California University of Pennsylvania   1992 — 1994
AS, Business Management

Eugene Ferreri Eugene Ferreri Raleigh-Durham, North Carolina Area Details
Eugene Ferreri's The Todd Organization Experience March 2005 - July 2007
Job Law Practice Professional
Industry Higher Education
Experience
Wiiliam Peace University   August 2011 - Present
First Citizens Bank  August 2007 - January 2010
The Todd Organization   March 2005 - July 2007
Campbell University  January 2004 - December 2004
First Citizens Bank  1995 - 2004
Findley, Davies and Company   1991 - 1995
Moore and Van Allen   1989 - 1990
Hutchison and Associates   1985 - 1989
Benesch, Friedlander, Coplan & Aronoff   1982 - 1985
Roudebush, Brown, Ulrich Co., LPA   1976 - 1982

Skills
Employee Benefits, Strategic Financial..., Estate Planning, Retirement Planning, Training, Auditing, Financial Services, Financial Planning, Asset Management, Customer Service

Education
The College of William and Mary - Marshall Wythe Law School   1973 — 1976
JD, Law

Duke University   1969 — 1973
AB, English/Economics

Julia Buszkiewicz Julia Buszkiewicz Campbell, California Details
Julia Buszkiewicz's The Todd Organization Experience August 2002 - October 2003
Job Senior Beneftis Analyst at Flextronics
Industry Research
Experience
Flextronics  February 2015 - Present
Intuitive Surgical  December 2012 - November 2014
SRI International  February 2008 - November 2012
Stanford University  March 2005 - July 2007
BCI Insurance Services   November 2003 - March 2005
The Todd Organization   August 2002 - October 2003
Holy Cross Resources, Inc.   January 2000 - April 2002
Indiana Trust & Investment Management Company   November 1994 - January 2000

Skills
Employee Benefits, Benefits Administration, Deferred Compensation, PeopleSoft, FMLA, Payroll, Human Resources, Outlook, Onboarding, Process Improvement, Data Analysis, Strategic Planning, Insurance, Project Management, Employee Relations, Management, 401k, Microsoft Office, Microsoft Excel, Analysis, Program Management, Training, HRIS, New Hire Orientations, Vendor Management

Education
Indiana University South Bend   1995 — 2002
MBA Program

Indiana University South Bend   1988 — 1994
B.S., Personnel & Industrial Relations

Jason Middeke Jason Middeke Orlando, Florida Area Details
Jason Middeke's The Todd Organization Experience April 2002 - May 2007
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

Jennifer Godoi Jennifer Godoi Boise, Idaho Details
Jennifer Godoi's The Todd Organization Experience 1995 - 1996
Job Owner at Paint 'n Sip, LLC
Industry Arts and Crafts
Experience
Paint 'n Sip, LLC   April 2012 - Present
Tyler Technologies  December 2006 - July 2012
Tyler Technologies  January 2010 - December 2010
Guilford Mills  1996 - 1998
The Todd Organization   1995 - 1996

Skills
Business Analysis, Process Improvement, Visio, XML, MS Project, Program Management, Software Implementation, SharePoint, Software Project..., Project Planning, Access, Agile Methodologies, Requirements Analysis, SaaS, Hands-on Training, Contract Negotiation, Microsoft Office, Microsoft SQL Server, Budgets

Education
University of North Carolina at Greensboro   1991 — 1996
Bachelor of Arts (BA), Operations Management, Music, Education

Mike Cawley Mike Cawley Cleveland/Akron, Ohio Area Details
Mike Cawley's The Todd Organization Experience June 2007 - Present
Job Sr. Consultant / Client Relationship Manager at The Todd Organization
Industry Financial Services
Experience
The Todd Organization   June 2007 - Present

Education
Elon University   2002 — 2006

Chad Chapman, MCAD Chad Chapman, MCAD Charleston, South Carolina Details
Chad Chapman, MCAD's The Todd Organization Experience February 2004 - November 2004
Job Senior Enterprise Architect at excelleRx
Industry Pharmaceuticals
Experience
excelleRx  November 2004 - Present
The Todd Organization   February 2004 - November 2004
Syngenta Crop Protection  July 2001 - February 2004

Skills
Microsoft SQL Server, JavaScript, XML, .NET, Visual Studio

Education
Francis Marion University   1998 — 2001
Bachelor of Business Administration (BBA), Management Information Systems, General, 3.4

College of Charleston   1994 — 1998
Business Administration and Management, General

Mary Elizabeth Cooper Mary Elizabeth Cooper Dallas, Texas Details
Mary Elizabeth Cooper's The Todd Organization Experience January 2013 - September 2014
Job Executive Assistant at The Todd Organization
Industry Insurance
Experience
The Todd Organization   January 2013 - September 2014

Skills
Insurance, Customer Service, Microsoft Office, Microsoft Excel, Strategic Planning, Risk Management, Project Management, Business Analysis, Microsoft Word, Health Insurance, Marketing

Education
University of Alabama   2005 — 2009
Bachelor of Arts (B.A.), Public Relations, Advertising, and Applied Communication

Jennifer Pescatore Jennifer Pescatore Hopewell Junction, New York Details
Jennifer Pescatore's The Todd Organization Experience 2002 - Present
Job Executive Assistant at The Todd Organization
Industry Financial Services
Experience
The Todd Organization   2002 - Present
Niku  2000 - 2002
Graham Windham  1996 - 1998

Education
State University of New York College at Geneseo   1992 — 1996
Bachelor's Degree, Psychology

Doreen Devine Swadel Doreen Devine Swadel North Andover, Massachusetts Details
Doreen Devine Swadel's The Todd Organization Experience August 2001 - December 2003
Job Director of Human Resources and Resident Activities at Somerville Home, Inc.
Industry Hospital & Health Care
Experience
Somerville Home, Inc.   November 2006 - Present
The Todd Organization   August 2001 - December 2003
PageNet  August 1992 - June 1996

Skills
Employee Relations, Benefits Administration, Recruiting, Payroll, Employee Training, Workplace Safety

Education
Salem State University   1983 — 1987
Bachelor of Science (BS), Business Administration

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