Transamerica Retirement Services
Transamerica Retirement Services List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Transamerica Retirement Services. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Transamerica Retirement Services Salaries. You can even request information on how much does Transamerica Retirement Services pay if you want to. Learn about salaries, pros and cons of working for Transamerica Retirement Services directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
166 Transamerica Retirement Services employees in database. Find out everything there's to know about Transamerica Retirement Services employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Transamerica Retirement Services Employees
Employee
Years
Job
Industry
Francine Gray Francine Gray's Transamerica Retirement Services Experience 2006 - Present
Job Director/Associate Vice President, Administration
Industry Financial Services
Experience
Caring Ministries January 2014 - Present
Transamerica Retirement Services 2006 - Present
Fidelity Investments January 2002 - December 2005
Fidelity Investments 2000 - 2002
Moss Adams 1998 - 1999
Los Angeles Unified School District 1996 - 1998
Kravitz, Inc. 1992 - 1995
Skills
401k, Pensions, Defined Benefit, Profit Sharing, Financial Services, Mutual Funds, Qualified Retirement..., Retirement, Defined Contribution, Series 63, Benefits Administration, Securities, Investment Advisory, Strategic Financial..., Fixed Income, Asset Allocation, Relationship Management, ERISA, Series 7, CRM, Insurance, Employee Benefits, Retirement Planning, Wealth Management, Life Insurance, Health Insurance, Business Planning, FINRA, Investments, Instructional Design, Instruction, Adult Education, Christian Ministry, Education, Educational Leadership
Education
University of Phoenix 2007 — 2008
Masters, Adult Education and Distance Learning
University of California, Los Angeles 1987 — 1991
BS, Applied Mathematics
Caring Ministries January 2014 - Present
Transamerica Retirement Services 2006 - Present
Fidelity Investments January 2002 - December 2005
Fidelity Investments 2000 - 2002
Moss Adams 1998 - 1999
Los Angeles Unified School District 1996 - 1998
Kravitz, Inc. 1992 - 1995
Skills
401k, Pensions, Defined Benefit, Profit Sharing, Financial Services, Mutual Funds, Qualified Retirement..., Retirement, Defined Contribution, Series 63, Benefits Administration, Securities, Investment Advisory, Strategic Financial..., Fixed Income, Asset Allocation, Relationship Management, ERISA, Series 7, CRM, Insurance, Employee Benefits, Retirement Planning, Wealth Management, Life Insurance, Health Insurance, Business Planning, FINRA, Investments, Instructional Design, Instruction, Adult Education, Christian Ministry, Education, Educational Leadership
Education
University of Phoenix 2007 — 2008
Masters, Adult Education and Distance Learning
University of California, Los Angeles 1987 — 1991
BS, Applied Mathematics
Linda Badillo Linda Badillo's Transamerica Retirement Services Experience April 2005 - October 2009
Job Development Officer II at JP Morgan Chase
Industry Financial Services
Experience
JP Morgan Chase December 2009 - Present
J.P. Morgan December 2009 - Present
Transamerica Retirement Service April 2005 - October 2009
Transamerica Retirement Services April 2005 - October 2009
Quikdrop of Palm Springs 2004 - 2005
Wells Fargo Home Mortgage 2003 - 2004
Wells Fargo Home Mortgage 2001 - 2003
Toyota Motor Sales January 2000 - January 2001
Danone Waters of North America January 1998 - January 2000
GE Technology January 1997 - January 1998
Skills
Needs Analysis, Instructional Design, Training, FrameMaker, Project Management, Content Management, Coaching, Performance Management, Call Center, Consulting, Database Administration, Quality Control, Customer Service, Microsoft Office, Management, Workshops, Business Operations, Statistics, System Administration, Photoshop, Call Centers, E-Learning, Blended Learning, Learning Management..., Instructor-led Training, Learning Management
Education
Metropolitan State College – Denver, Colorado 1977 — 1981
BA, – Speech Communications
Pasadena City College
Project Management Certification
JP Morgan Chase December 2009 - Present
J.P. Morgan December 2009 - Present
Transamerica Retirement Service April 2005 - October 2009
Transamerica Retirement Services April 2005 - October 2009
Quikdrop of Palm Springs 2004 - 2005
Wells Fargo Home Mortgage 2003 - 2004
Wells Fargo Home Mortgage 2001 - 2003
Toyota Motor Sales January 2000 - January 2001
Danone Waters of North America January 1998 - January 2000
GE Technology January 1997 - January 1998
Skills
Needs Analysis, Instructional Design, Training, FrameMaker, Project Management, Content Management, Coaching, Performance Management, Call Center, Consulting, Database Administration, Quality Control, Customer Service, Microsoft Office, Management, Workshops, Business Operations, Statistics, System Administration, Photoshop, Call Centers, E-Learning, Blended Learning, Learning Management..., Instructor-led Training, Learning Management
Education
Metropolitan State College – Denver, Colorado 1977 — 1981
BA, – Speech Communications
Pasadena City College
Project Management Certification
Crystal Gravitt Crystal Gravitt's Transamerica Retirement Services Experience 2008 - 2013
Job Senior Director, Retirement Plan Exchange Development Special Markets, Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions 2013 - Present
Transamerica Retirement Services 2008 - 2013
Transamerica Retirement Services 2005 - 2008
Transamerica Retirement Services 2005 - 2007
Retirement Plan Services Company 1996 - 2002
Skills
Relationship Management, Retirement, Series 63, 401k, Profit Sharing
Education
Ashford University 2008 — 2010
MBA, Marketing
University of North Georgia 1989 — 1993
BBA, Marketing
FCHS
Transamerica Retirement Solutions 2013 - Present
Transamerica Retirement Services 2008 - 2013
Transamerica Retirement Services 2005 - 2008
Transamerica Retirement Services 2005 - 2007
Retirement Plan Services Company 1996 - 2002
Skills
Relationship Management, Retirement, Series 63, 401k, Profit Sharing
Education
Ashford University 2008 — 2010
MBA, Marketing
University of North Georgia 1989 — 1993
BBA, Marketing
FCHS
Kathy McDevitt Kathy McDevitt's Transamerica Retirement Services Experience June 1994 - November 2002
Job Supervising Marketing Coordinator at Principal Financial Group
Industry Insurance
Experience
Principal Financial Group March 2013 - Present
Principal Financial Group October 2002 - March 2013
Transamerica Retirement Services June 1994 - November 2002
Skills
Retirement, 401k, Insurance, Life Insurance, Series 6, Series 7, Marketing, Disability Insurance
Education
University of Dayton 1976 — 1980
BS, Marketing and Management
Principal Financial Group March 2013 - Present
Principal Financial Group October 2002 - March 2013
Transamerica Retirement Services June 1994 - November 2002
Skills
Retirement, 401k, Insurance, Life Insurance, Series 6, Series 7, Marketing, Disability Insurance
Education
University of Dayton 1976 — 1980
BS, Marketing and Management
Robb Kempken Robb Kempken's Transamerica Retirement Services Experience 2002 - December 2005
Job Strategy, Operations & Business Development Executive
Industry Market Research
Experience
IBISWorld April 2009 - Present
Simple Rules of Money 2008 - 2010
Transamerica Retirement Management January 2006 - October 2008
Transamerica Retirement Services 2002 - December 2005
Guidance Solutions 2000 - 2001
US Interactive July 1998 - November 2000
Mayfield Associates 1996 - 1998
Sanford Bernstein & Co. August 1995 - August 1996
Liberty Mutual 1992 - 1995
Skills
Strategic Planning, Product Development, Business Strategy, Business Plan..., Market Research, Marketing Strategy, Product Management, Staff Management, Production Planning, Budget Development, Office Management, Business Expansion, Business Planning, Management, Business Development, Project Management, CRM, Product Marketing, Leadership, Strategy, Start-ups, Marketing
Education
Boston College 1988 — 1992
B.S., Finance
UCLA Anderson School of Management
MBA, Marketing and Strategic Planning
IBISWorld April 2009 - Present
Simple Rules of Money 2008 - 2010
Transamerica Retirement Management January 2006 - October 2008
Transamerica Retirement Services 2002 - December 2005
Guidance Solutions 2000 - 2001
US Interactive July 1998 - November 2000
Mayfield Associates 1996 - 1998
Sanford Bernstein & Co. August 1995 - August 1996
Liberty Mutual 1992 - 1995
Skills
Strategic Planning, Product Development, Business Strategy, Business Plan..., Market Research, Marketing Strategy, Product Management, Staff Management, Production Planning, Budget Development, Office Management, Business Expansion, Business Planning, Management, Business Development, Project Management, CRM, Product Marketing, Leadership, Strategy, Start-ups, Marketing
Education
Boston College 1988 — 1992
B.S., Finance
UCLA Anderson School of Management
MBA, Marketing and Strategic Planning
Dennis Griggs AIF Dennis Griggs AIF's Transamerica Retirement Services Experience October 2001 - June 2006
Job Registered Representative CapFinancial Securities, LLC Managing Director Pensionmark Financial Group, LLC
Industry Financial Services
Experience
Kainos Partners, Inc. September 2015 - Present
CapFinancial Securities, LLC September 2015 - Present
Pensionmark Financial Group, LLC September 2015 - Present
Griggs Retirement & Benefits Services, LLC June 2006 - January 2011
Transamerica Retirement Services October 2001 - June 2006
Principal Financial Group 1979 - 2001
Education
Iowa State University 1974 — 1977
Industrial Administration, Marketing
Kainos Partners, Inc. September 2015 - Present
CapFinancial Securities, LLC September 2015 - Present
Pensionmark Financial Group, LLC September 2015 - Present
Griggs Retirement & Benefits Services, LLC June 2006 - January 2011
Transamerica Retirement Services October 2001 - June 2006
Principal Financial Group 1979 - 2001
Education
Iowa State University 1974 — 1977
Industrial Administration, Marketing
Daniel Noschese's Transamerica Retirement Services Experience April 2008 - November 2010
Job Defined Contribution Investment Only Wholesaler at Putnam Investments
Industry Financial Services
Experience
Putnam Investments April 2013 - Present
Putnam Investments September 2011 - March 2013
New England Investment & Retirement Group, Inc. November 2010 - September 2011
Transamerica Retirement Services April 2008 - November 2010
MFS Investment Management November 2005 - March 2008
MFS Investment Management November 2003 - September 2005
Education
Providence College 1998 — 2002
BS, Marketing
Putnam Investments April 2013 - Present
Putnam Investments September 2011 - March 2013
New England Investment & Retirement Group, Inc. November 2010 - September 2011
Transamerica Retirement Services April 2008 - November 2010
MFS Investment Management November 2005 - March 2008
MFS Investment Management November 2003 - September 2005
Education
Providence College 1998 — 2002
BS, Marketing
Reid Prinzo's Transamerica Retirement Services Experience August 2007 - May 2010
Job Internal Sales Force Manager at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management 2015 - Present
MFS Investment Management May 2010 - December 2014
Transamerica Retirement Services August 2007 - May 2010
Skills
Mutual Funds, Series 63, Series 7, Investments, Series 6, Retirement, Sales, 401k, Retirement Planning, Asset Allocation
Education
Bentley University 2003 — 2007
Marketing
MFS Investment Management 2015 - Present
MFS Investment Management May 2010 - December 2014
Transamerica Retirement Services August 2007 - May 2010
Skills
Mutual Funds, Series 63, Series 7, Investments, Series 6, Retirement, Sales, 401k, Retirement Planning, Asset Allocation
Education
Bentley University 2003 — 2007
Marketing
Lindsay Gronewold Lindsay Gronewold's Transamerica Retirement Services Experience August 2005 - July 2009
Job 401(k)/DC Plan Admin Specialist CUNA Mutual Retirement Solutions
Industry Financial Services
Experience
CUNA Mutual Retirement Solutions January 2014 - Present
Priority Pension Services, Inc. August 2013 - September 2013
Self-Employed September 2011 - July 2013
Transamerica Retirement Services August 2005 - July 2009
Transamerica Retirement Solutions/AEGON April 2005 - August 2005
Transamerica Retirement Solutions/AEGON May 2004 - April 2005
AEGON Life Investers August 2002 - May 2004
Toyota Financial Services August 2001 - July 2002
Skills
Customer Service, Problem Solving, Microsoft Office, Insurance, Life Insurance, Microsoft Excel, Retirement, Customer Relations, Excel, Iowa Life License, Iowa Accident & Health..., client management, Contract Negotiation, business conservation, general accounting..., Project Management, Quality Assurance, Hair Stylist, Color Analysis Expert, Style Analysis, Personal Shopping, Style Consulting, Makeovers, Closet Edits, CRM, 401k, Series 6, Series 63, Sales, Mutual Funds, Marketing, Retirement Planning, Call Centers, Series 7, Fixed Annuities, Software Documentation, Time Management, Qualified Retirement..., Management, Retirement Plan..., Profit Sharing, Investments, Employee Benefits, Training, Disability Insurance, Defined Contribution, Pensions, ERISA, Financial Services, Relationship Management
Education
Capri College 2009 — 2011
diploma, Cosmetology
Kirkwood Community College 2001 — 2001
Certificate of Completion, Customer Service Professional Certificate, 4.0
Kirkwood Community College 1998 — 2000
Liberal Arts
West Delaware
CUNA Mutual Retirement Solutions January 2014 - Present
Priority Pension Services, Inc. August 2013 - September 2013
Self-Employed September 2011 - July 2013
Transamerica Retirement Services August 2005 - July 2009
Transamerica Retirement Solutions/AEGON April 2005 - August 2005
Transamerica Retirement Solutions/AEGON May 2004 - April 2005
AEGON Life Investers August 2002 - May 2004
Toyota Financial Services August 2001 - July 2002
Skills
Customer Service, Problem Solving, Microsoft Office, Insurance, Life Insurance, Microsoft Excel, Retirement, Customer Relations, Excel, Iowa Life License, Iowa Accident & Health..., client management, Contract Negotiation, business conservation, general accounting..., Project Management, Quality Assurance, Hair Stylist, Color Analysis Expert, Style Analysis, Personal Shopping, Style Consulting, Makeovers, Closet Edits, CRM, 401k, Series 6, Series 63, Sales, Mutual Funds, Marketing, Retirement Planning, Call Centers, Series 7, Fixed Annuities, Software Documentation, Time Management, Qualified Retirement..., Management, Retirement Plan..., Profit Sharing, Investments, Employee Benefits, Training, Disability Insurance, Defined Contribution, Pensions, ERISA, Financial Services, Relationship Management
Education
Capri College 2009 — 2011
diploma, Cosmetology
Kirkwood Community College 2001 — 2001
Certificate of Completion, Customer Service Professional Certificate, 4.0
Kirkwood Community College 1998 — 2000
Liberal Arts
West Delaware
Jeff Burg Jeff Burg's Transamerica Retirement Services Experience May 2005 - October 2007
Job Divisional Vice President / Annuity Wholesaler at AIG
Industry Financial Services
Experience
AIG October 2007 - Present
Transamerica Retirement Services May 2005 - October 2007
Sportvision August 1999 - October 2005
Wachovia Retirement Services December 2002 - May 2005
KeyBank / McDonald Investments October 2001 - December 2002
The Acacia Group 1997 - 2000
Education
Arizona State University 1996 — 2000
AIG October 2007 - Present
Transamerica Retirement Services May 2005 - October 2007
Sportvision August 1999 - October 2005
Wachovia Retirement Services December 2002 - May 2005
KeyBank / McDonald Investments October 2001 - December 2002
The Acacia Group 1997 - 2000
Education
Arizona State University 1996 — 2000
Anthony Parisi Anthony Parisi's Transamerica Retirement Services Experience April 2007 - June 2008
Job Regional Vice President 401(k) at AXA
Industry Financial Services
Experience
AXA August 2014 - Present
URC Energy December 2013 - June 2014
DailyAccess Corporation March 2013 - December 2013
Retirement Plans Group at The Hartford June 2011 - March 2013
OppenhenheimerFunds, Inc. May 2010 - June 2011
Nationwide Financial June 2008 - May 2010
Transamerica Retirement Services April 2007 - June 2008
The Hartford September 2002 - April 2007
Skills
401k, Series 7, Series 63, Profit Sharing, Mutual Funds, Retirement Plan..., Pensions, Defined Contribution, Qualified Retirement..., Asset Allocation, Financial Advisory, Financial Services, Retirement, Retirement Planning, Sales, Wealth Management
Education
Kent State University 1990 — 1994
Bachelor of Science (B.S.), Education
AXA August 2014 - Present
URC Energy December 2013 - June 2014
DailyAccess Corporation March 2013 - December 2013
Retirement Plans Group at The Hartford June 2011 - March 2013
OppenhenheimerFunds, Inc. May 2010 - June 2011
Nationwide Financial June 2008 - May 2010
Transamerica Retirement Services April 2007 - June 2008
The Hartford September 2002 - April 2007
Skills
401k, Series 7, Series 63, Profit Sharing, Mutual Funds, Retirement Plan..., Pensions, Defined Contribution, Qualified Retirement..., Asset Allocation, Financial Advisory, Financial Services, Retirement, Retirement Planning, Sales, Wealth Management
Education
Kent State University 1990 — 1994
Bachelor of Science (B.S.), Education
Rod Silva Rod Silva's Transamerica Retirement Services Experience 2007 - October 2012
Job Sr. Relationship Manager at OneAmerica Financial Partners Inc.
Industry Financial Services
Experience
OneAmerica Financial Partners Inc. November 2012 - Present
Transamerica Retirement Services 2007 - October 2012
ADP TotalSource January 2004 - December 2007
ADP Retirement Svcs 1999 - 2002
Skills
Fully bilingual..., Conversational..., Extensive public..., FINRA Series 6, SPARK ARPC Designation, Advanced Microsoft..., Series 63, Conversation, Spanish, Public Speaking, Microsoft Office, Fully bilingual English, Series 6, Retirement, CRM, 401k, Retirement Planning, Employee Benefits, Financial Services, Fixed Annuities, Relationship Management, Qualified Retirement..., ERISA, Investments, Mutual Funds, Defined Contribution, Strategic Financial..., Insurance, Defined Benefit, Retirement Plan..., Training, IRAs, Sales, Management, Sales Operations, Financial Advisory, Analysis, Asset Allocation, Series 65, Securities, FINRA
Education
Thunderbird School of Global Management 1998 — 1999
Masters of International Management, Int'l Management
Ambassador University 1990 — 1995
Bachelor of Arts, Liberal Studies
OneAmerica Financial Partners Inc. November 2012 - Present
Transamerica Retirement Services 2007 - October 2012
ADP TotalSource January 2004 - December 2007
ADP Retirement Svcs 1999 - 2002
Skills
Fully bilingual..., Conversational..., Extensive public..., FINRA Series 6, SPARK ARPC Designation, Advanced Microsoft..., Series 63, Conversation, Spanish, Public Speaking, Microsoft Office, Fully bilingual English, Series 6, Retirement, CRM, 401k, Retirement Planning, Employee Benefits, Financial Services, Fixed Annuities, Relationship Management, Qualified Retirement..., ERISA, Investments, Mutual Funds, Defined Contribution, Strategic Financial..., Insurance, Defined Benefit, Retirement Plan..., Training, IRAs, Sales, Management, Sales Operations, Financial Advisory, Analysis, Asset Allocation, Series 65, Securities, FINRA
Education
Thunderbird School of Global Management 1998 — 1999
Masters of International Management, Int'l Management
Ambassador University 1990 — 1995
Bachelor of Arts, Liberal Studies
Spencer Cormier's Transamerica Retirement Services Experience May 2012 - September 2012
Job Inside Sales Representative at Sheakley
Industry Human Resources
Experience
Sheakley August 2014 - Present
The Regus Group November 2013 - July 2014
Regus June 2013 - October 2013
PCS Technical Services Inc. September 2012 - April 2013
Transamerica Retirement Services May 2012 - September 2012
Sheakley July 2007 - April 2012
Holiday Inn Hotel & Suites 2011 - 2012
Sheakley 2006 - 2007
PCS Technical Services August 2005 - September 2006
Prasco July 2004 - August 2005
Skills
Employee Benefits, Payroll, Human Resources, Recruiting, Workers Compensation, 401k, Benefits Administration, Account Management, Leadership
Education
The Ohio State University 1998 — 2002
Bachelor of Science, Journalism Communication
Sheakley August 2014 - Present
The Regus Group November 2013 - July 2014
Regus June 2013 - October 2013
PCS Technical Services Inc. September 2012 - April 2013
Transamerica Retirement Services May 2012 - September 2012
Sheakley July 2007 - April 2012
Holiday Inn Hotel & Suites 2011 - 2012
Sheakley 2006 - 2007
PCS Technical Services August 2005 - September 2006
Prasco July 2004 - August 2005
Skills
Employee Benefits, Payroll, Human Resources, Recruiting, Workers Compensation, 401k, Benefits Administration, Account Management, Leadership
Education
The Ohio State University 1998 — 2002
Bachelor of Science, Journalism Communication
Chris Von Bargen Chris Von Bargen's Transamerica Retirement Services Experience 1996 - 1998
Job DoubleLine Group, LP
Industry Investment Management
Experience
DoubleLine Group LP May 2014 - Present
PNC Capital Advisors (formerly Allegiant Asset Management) 2008 - May 2014
BNY Asset Management 2005 - 2008
Gabelli Asset Management August 2003 - September 2005
Berger Financial Group 1998 - 2003
Transamerica Retirement Services 1996 - 1998
CL Capital Management 1990 - 1995
Merrill Lynch 1982 - 1990
Skills
Asset Management, Investments, New Business Development, Institutional, Pensions, Alternative Investments, Hedge Funds, Mutual Funds, Equities, Asset Allocation, Fixed Income, Structured Products, Asset Managment, Capital Markets, Portfolio Management, Finance, Investment Management, Institutional..., Mergers & Acquisitions, Series 7, Strategy, Securities, ETFs, Investment Advisory
Education
Auburn University 1980 — 1982
BS, Finance
University of Nebraska-Lincoln 1977 — 1980
Business Administration
DoubleLine Group LP May 2014 - Present
PNC Capital Advisors (formerly Allegiant Asset Management) 2008 - May 2014
BNY Asset Management 2005 - 2008
Gabelli Asset Management August 2003 - September 2005
Berger Financial Group 1998 - 2003
Transamerica Retirement Services 1996 - 1998
CL Capital Management 1990 - 1995
Merrill Lynch 1982 - 1990
Skills
Asset Management, Investments, New Business Development, Institutional, Pensions, Alternative Investments, Hedge Funds, Mutual Funds, Equities, Asset Allocation, Fixed Income, Structured Products, Asset Managment, Capital Markets, Portfolio Management, Finance, Investment Management, Institutional..., Mergers & Acquisitions, Series 7, Strategy, Securities, ETFs, Investment Advisory
Education
Auburn University 1980 — 1982
BS, Finance
University of Nebraska-Lincoln 1977 — 1980
Business Administration
Corey Burns's Transamerica Retirement Services Experience September 2011 - December 2011
Job Field PA at Prometheus Entertainment
Industry Entertainment
Experience
Prometheus Entertainment June 2014 - Present
Beverly Hills Bar Association March 2012 - June 2014
Transamerica Retirement Services September 2011 - December 2011
AOL January 2010 - March 2011
Skills
Customer Relations, Mentoring, Online Research, Social Media, Social Media Marketing, Training & Development, Adobe Creative Suite, Program Development, SEO, HTML, Web Maintenance, Customer Service, Community Outreach, Facebook, Licensing, Data Analysis, Program Management, Social Networking, Research, Event Planning, Public Speaking, Editing, Microsoft Office
Education
University of California, Santa Cruz 2007 — 2011
Bachelor of Science (B.S.), Chemistry
Prometheus Entertainment June 2014 - Present
Beverly Hills Bar Association March 2012 - June 2014
Transamerica Retirement Services September 2011 - December 2011
AOL January 2010 - March 2011
Skills
Customer Relations, Mentoring, Online Research, Social Media, Social Media Marketing, Training & Development, Adobe Creative Suite, Program Development, SEO, HTML, Web Maintenance, Customer Service, Community Outreach, Facebook, Licensing, Data Analysis, Program Management, Social Networking, Research, Event Planning, Public Speaking, Editing, Microsoft Office
Education
University of California, Santa Cruz 2007 — 2011
Bachelor of Science (B.S.), Chemistry
Matthew Petersen, ARPC's Transamerica Retirement Services Experience January 2011 - September 2013
Job Regional Vice President at Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions September 2013 - Present
Transamerica Retirement Services January 2011 - September 2013
Transamerica September 2007 - February 2011
Stanton Group January 2006 - August 2007
Skills
Public Speaking, Leadership, Management, Sales, Marketing, Business Planning, Retirement Planning, Mutual Funds, Employee Benefits, Budgets, Retirement, Business Strategy, Financial Services, Direct Sales, Financial Advisory, Finance
Education
Lake Forest College 2001 — 2005
Economics
Transamerica Retirement Solutions September 2013 - Present
Transamerica Retirement Services January 2011 - September 2013
Transamerica September 2007 - February 2011
Stanton Group January 2006 - August 2007
Skills
Public Speaking, Leadership, Management, Sales, Marketing, Business Planning, Retirement Planning, Mutual Funds, Employee Benefits, Budgets, Retirement, Business Strategy, Financial Services, Direct Sales, Financial Advisory, Finance
Education
Lake Forest College 2001 — 2005
Economics
Victoria Ransom Simpson Victoria Ransom Simpson's Transamerica Retirement Services Experience March 2002 - December 2004
Job Customer Service Manager at Cardinal Services
Industry Public Relations and Communications
Experience
Cardinal Services March 2015 - Present
Roseburg Area Chamber of Commerce May 2013 - February 2015
Young Entrepreneur Society of Douglas County 2015 - 2015
Colliers-International October 2011 - June 2012
Society of Petroleum Engineers January 2008 - January 2011
Children's Medical Center Dallas May 2007 - January 2008
SGI Buddist Group 2005 - 2008
Society of Petroleum Engineers March 2006 - May 2007
Eastdil Secured January 2005 - December 2005
Transamerica Retirement Services March 2002 - December 2004
Skills
Public Relations, Direct Mail Campaigns, Copywriting, Press Releases, Marketing Communications, Media Relations, Marketing, Social Media, Advertising, Editing, Newsletters, Market Research, Event Management, Corporate Communications, Social Networking, Marketing Strategy, Social Media Marketing, Creative Writing, Adobe Acrobat, Copy Editing, Web Content, Publications, Strategic Communications, Internal Communications, Interviews, Nonprofits, Editorial, Leadership, Brand Management, Publishing, Publicity, Magazines, Facebook, Event Planning
Education
University of Southern California 1976 — 1978
Masters, Cinema Production
Stephens College 1970 — 1974
BA, Communications
Nathan Bedford Forrest High School, Jacksonville, FL 1968 — 1970
Diploma, General
Toll Middle School, Glendale CA
Mark Keppel Elementary, Glendale CA
Cardinal Services March 2015 - Present
Roseburg Area Chamber of Commerce May 2013 - February 2015
Young Entrepreneur Society of Douglas County 2015 - 2015
Colliers-International October 2011 - June 2012
Society of Petroleum Engineers January 2008 - January 2011
Children's Medical Center Dallas May 2007 - January 2008
SGI Buddist Group 2005 - 2008
Society of Petroleum Engineers March 2006 - May 2007
Eastdil Secured January 2005 - December 2005
Transamerica Retirement Services March 2002 - December 2004
Skills
Public Relations, Direct Mail Campaigns, Copywriting, Press Releases, Marketing Communications, Media Relations, Marketing, Social Media, Advertising, Editing, Newsletters, Market Research, Event Management, Corporate Communications, Social Networking, Marketing Strategy, Social Media Marketing, Creative Writing, Adobe Acrobat, Copy Editing, Web Content, Publications, Strategic Communications, Internal Communications, Interviews, Nonprofits, Editorial, Leadership, Brand Management, Publishing, Publicity, Magazines, Facebook, Event Planning
Education
University of Southern California 1976 — 1978
Masters, Cinema Production
Stephens College 1970 — 1974
BA, Communications
Nathan Bedford Forrest High School, Jacksonville, FL 1968 — 1970
Diploma, General
Toll Middle School, Glendale CA
Mark Keppel Elementary, Glendale CA
Anna Behning Anna Behning's Transamerica Retirement Services Experience June 2004 - May 2006
Job Principal Subcontract Program Manager at Rockwell Collins
Industry Defense & Space
Experience
Rockwell Collins August 2015 - Present
L-3 Communications August 2014 - August 2015
Northrop Grumman Corporation November 2012 - August 2014
Rockwell Collins December 2008 - November 2012
Rockwell Collins January 2007 - December 2008
Mercer Administration May 2006 - January 2007
Transamerica Retirement Services June 2004 - May 2006
Apac, Reporting July 2003 - March 2004
Infinity Marketing Solutions April 2003 - July 2003
Von Maur January 1998 - January 2003
Skills
Project Management, Customer Service, Editing, Business Development, Career Skills, Process Improvement, Program Management, Procurement, Sales, Project Planning, Training, Team Leadership, Contract Negotiation, Lean Manufacturing, Problem Solving, Proposal Writing, Purchasing, Earned Value Management, Account Management, SAP, Negotiation, Engineering, CRM, Management, Strategy, Aerospace, Security Clearance
Education
Mount Mercy University 2008 — 2010
M.B.A., Business
Coe College 1999 — 2003
B.A, Business, Public Relations, Writing
Rockwell Collins August 2015 - Present
L-3 Communications August 2014 - August 2015
Northrop Grumman Corporation November 2012 - August 2014
Rockwell Collins December 2008 - November 2012
Rockwell Collins January 2007 - December 2008
Mercer Administration May 2006 - January 2007
Transamerica Retirement Services June 2004 - May 2006
Apac, Reporting July 2003 - March 2004
Infinity Marketing Solutions April 2003 - July 2003
Von Maur January 1998 - January 2003
Skills
Project Management, Customer Service, Editing, Business Development, Career Skills, Process Improvement, Program Management, Procurement, Sales, Project Planning, Training, Team Leadership, Contract Negotiation, Lean Manufacturing, Problem Solving, Proposal Writing, Purchasing, Earned Value Management, Account Management, SAP, Negotiation, Engineering, CRM, Management, Strategy, Aerospace, Security Clearance
Education
Mount Mercy University 2008 — 2010
M.B.A., Business
Coe College 1999 — 2003
B.A, Business, Public Relations, Writing
Shane McDougald, CFP®'s Transamerica Retirement Services Experience March 2008 - May 2010
Job Consultant at ABG of Houston
Industry Financial Services
Experience
Alliance Benefit Group of Houston May 2012 - Present
Wells Fargo Adisors, LLC October 2010 - June 2012
Transamerica Retirement Services March 2008 - May 2010
National Financial Partners August 2002 - February 2008
Fidelity Investments May 1998 - August 2002
Skills
Retirement, 401k, Retirement Planning, Investments, Mutual Funds, Investment Advisory, Wealth Management, Pensions, Insurance, Financial Planning, Strategic Financial..., 401(k) Consulting, Sales and Marketing, Series 7, Financial Services, Series 24, Certified Financial..., Series 63, series 65, Term Life Insurance, Long Term Care Insurance
Education
Brigham Young University 1993 — 1998
Bachelor of Arts, International Politics
Alliance Benefit Group of Houston May 2012 - Present
Wells Fargo Adisors, LLC October 2010 - June 2012
Transamerica Retirement Services March 2008 - May 2010
National Financial Partners August 2002 - February 2008
Fidelity Investments May 1998 - August 2002
Skills
Retirement, 401k, Retirement Planning, Investments, Mutual Funds, Investment Advisory, Wealth Management, Pensions, Insurance, Financial Planning, Strategic Financial..., 401(k) Consulting, Sales and Marketing, Series 7, Financial Services, Series 24, Certified Financial..., Series 63, series 65, Term Life Insurance, Long Term Care Insurance
Education
Brigham Young University 1993 — 1998
Bachelor of Arts, International Politics
Jim Gairns AIF, ARPC Jim Gairns AIF, ARPC's Transamerica Retirement Services Experience 2007 - July 2012
Job Vice President Retirement Plans, Distribution, Marketing, Wholesaling & Sales Support at Ameritas
Industry Financial Services
Experience
Ameritas September 2014 - Present
Ameritas Retirement Plans January 2013 - Present
Ameritas June 2012 - January 2013
Transamerica Retirement Services 2007 - July 2012
Horace Mann 2005 - 2007
Ameritas 2000 - 2005
Nicolas Applegate 1998 - 2000
MFS 1993 - 1999
Skills
Series 6, Series 7, Series 63, AIF, ARPC, Life Insurance, Series 26, Qualified Retirement..., Territory Management, Sales Management, 401k, Product Development, Defined Benefit Plans, Annuities, Prospecting, Project management, Worksite Marketing, Public Speaking, Sales Coaching
Education
Iowa State University 1972 — 1975
Architecture
Ameritas September 2014 - Present
Ameritas Retirement Plans January 2013 - Present
Ameritas June 2012 - January 2013
Transamerica Retirement Services 2007 - July 2012
Horace Mann 2005 - 2007
Ameritas 2000 - 2005
Nicolas Applegate 1998 - 2000
MFS 1993 - 1999
Skills
Series 6, Series 7, Series 63, AIF, ARPC, Life Insurance, Series 26, Qualified Retirement..., Territory Management, Sales Management, 401k, Product Development, Defined Benefit Plans, Annuities, Prospecting, Project management, Worksite Marketing, Public Speaking, Sales Coaching
Education
Iowa State University 1972 — 1975
Architecture
Rachel Ventura Rachel Ventura's Transamerica Retirement Services Experience August 2003 - May 2004
Job Business Director at Legendary Games
Industry Marketing and Advertising
Experience
Legendary Games RPG 2013 - Present
Close To My Heart December 2009 - Present
Frog God Games April 2012 - August 2013
M&M Lawn Care June 2006 - November 2009
Primedia May 2004 - May 2006
Transamerica Retirement Services August 2003 - May 2004
Transamerica Life Insurance May 2002 - August 2003
Trustmark Insurance May 2000 - May 2002
Skills
Web Design, Photography, Art, Photoshop, Public Speaking, Social Media, Microsoft Office, Teaching, Research, Marketing, Sales, Scrapbooking, Database Design, Fine Art, Internet, Leadership, Mathematics, Social Media Marketing, Newsletters, New Business Development, Publishing, Digital Marketing, Email Marketing, Marketing Management, Product Marketing, Marketing Communications, Copy Editing, Copywriting, Creative Writing, Strategic Planning, E-commerce, Public Relations, Marketing Strategy, Market Research, Training, Project Management, Customer Service, Management, Event Management, Program Management, Event Planning, Project Planning, Social Networking, Small Business, Fundraising, Google+, Facebook Marketing, Twitter, Online Advertising, Entrepreneurship
Education
Benedictine University 1998 — 2002
Bachelors' of Science, Mathematics, 3.73
Tidewater Community College
Associates' of Science, Biology, 4.0
Legendary Games RPG 2013 - Present
Close To My Heart December 2009 - Present
Frog God Games April 2012 - August 2013
M&M Lawn Care June 2006 - November 2009
Primedia May 2004 - May 2006
Transamerica Retirement Services August 2003 - May 2004
Transamerica Life Insurance May 2002 - August 2003
Trustmark Insurance May 2000 - May 2002
Skills
Web Design, Photography, Art, Photoshop, Public Speaking, Social Media, Microsoft Office, Teaching, Research, Marketing, Sales, Scrapbooking, Database Design, Fine Art, Internet, Leadership, Mathematics, Social Media Marketing, Newsletters, New Business Development, Publishing, Digital Marketing, Email Marketing, Marketing Management, Product Marketing, Marketing Communications, Copy Editing, Copywriting, Creative Writing, Strategic Planning, E-commerce, Public Relations, Marketing Strategy, Market Research, Training, Project Management, Customer Service, Management, Event Management, Program Management, Event Planning, Project Planning, Social Networking, Small Business, Fundraising, Google+, Facebook Marketing, Twitter, Online Advertising, Entrepreneurship
Education
Benedictine University 1998 — 2002
Bachelors' of Science, Mathematics, 3.73
Tidewater Community College
Associates' of Science, Biology, 4.0
Annie Muir Annie Muir's Transamerica Retirement Services Experience September 2005 - April 2007
Job ICD10 Project Analyst at Accenture (TMHP)
Industry Marketing and Advertising
Experience
Accenture (TMHP) May 2015 - Present
Accenture (TMHP) February 2015 - Present
Evans Family Law Group August 2014 - October 2014
Iasa Global January 2014 - August 2014
VMware November 2012 - November 2013
Manninen PC June 2012 - October 2012
International Biomedical August 2011 - June 2012
OneWest Bank April 2011 - August 2011
Transamerica Retirement Services September 2005 - April 2007
Transamerica Retirement Services April 2003 - September 2005
Skills
Bilingual, Spanish, Marketing Communications, Public Relations, Advertising, Copywriting, Marketing, Customer Service, Social Media, Sales Management, Team Building, Sales, Event Management, Marketing Strategy, Strategic Communications, Email Marketing, Event Planning, Press Releases, Leadership, Corporate Communications, Social Media Marketing, Editing, Salesforce.com, Online Marketing, Social Networking
Education
The University of Texas at Austin 2014 — 2014
Paralegal Certificate
Concordia College 1987 — 1989
Spanish / Communications
Accenture (TMHP) May 2015 - Present
Accenture (TMHP) February 2015 - Present
Evans Family Law Group August 2014 - October 2014
Iasa Global January 2014 - August 2014
VMware November 2012 - November 2013
Manninen PC June 2012 - October 2012
International Biomedical August 2011 - June 2012
OneWest Bank April 2011 - August 2011
Transamerica Retirement Services September 2005 - April 2007
Transamerica Retirement Services April 2003 - September 2005
Skills
Bilingual, Spanish, Marketing Communications, Public Relations, Advertising, Copywriting, Marketing, Customer Service, Social Media, Sales Management, Team Building, Sales, Event Management, Marketing Strategy, Strategic Communications, Email Marketing, Event Planning, Press Releases, Leadership, Corporate Communications, Social Media Marketing, Editing, Salesforce.com, Online Marketing, Social Networking
Education
The University of Texas at Austin 2014 — 2014
Paralegal Certificate
Concordia College 1987 — 1989
Spanish / Communications
Velveth Schmitz Velveth Schmitz's Transamerica Retirement Services Experience July 1998 - July 2003
Job Entrepreneur
Industry Internet
Experience
Athletes' Renaissance January 2015 - Present
City of Rolling Hills Estates March 2011 - Present
California Alumni Association June 2011 - Present
INVENT Ventures May 2013 - January 2015
Stockr, Inc. January 2011 - January 2013
City of Rolling Hills Estates June 2008 - June 2011
The Hen and The Bird, Inc. January 2005 - December 2009
Transamerica Retirement Services July 1998 - July 2003
Skills
Public Policy, Social Media, Marketing, Business Development, Nonprofits, CRM, Event Management, Fundraising, Product Development, Strategy, Community Outreach, Marketing Strategy, Entrepreneurship, Public Speaking, Leadership, Public Relations, Strategic Planning, Strategic Partnerships
Education
University of California, Berkeley 1994 — 1998
BA, Political Science
Athletes' Renaissance January 2015 - Present
City of Rolling Hills Estates March 2011 - Present
California Alumni Association June 2011 - Present
INVENT Ventures May 2013 - January 2015
Stockr, Inc. January 2011 - January 2013
City of Rolling Hills Estates June 2008 - June 2011
The Hen and The Bird, Inc. January 2005 - December 2009
Transamerica Retirement Services July 1998 - July 2003
Skills
Public Policy, Social Media, Marketing, Business Development, Nonprofits, CRM, Event Management, Fundraising, Product Development, Strategy, Community Outreach, Marketing Strategy, Entrepreneurship, Public Speaking, Leadership, Public Relations, Strategic Planning, Strategic Partnerships
Education
University of California, Berkeley 1994 — 1998
BA, Political Science
Justin Schlader Justin Schlader's Transamerica Retirement Services Experience November 2010 - February 2011
Job Retirement Sales Director at Empower Retirement
Industry Financial Services
Experience
Great-West Retirement Services February 2011 - December 2014
Transamerica Retirement Services November 2010 - February 2011
Transamerica Retirement Services December 2007 - February 2011
Transamerica Retirement Services September 2005 - November 2007
Transamerica Retirement Services February 2005 - August 2005
Transamerica Retirement Services June 2004 - January 2005
Skills
Series 6, Retirement, Retirement Planning, 401k, Retirement Plan..., Investments, ERISA, Pensions, Mutual Funds, Series 63, Financial Advisory, Finance, Series 7, Investment Advisory
Education
University of Iowa - Henry B. Tippie College of Business 2001 — 2004
B.B.A., Marketing
Great-West Retirement Services February 2011 - December 2014
Transamerica Retirement Services November 2010 - February 2011
Transamerica Retirement Services December 2007 - February 2011
Transamerica Retirement Services September 2005 - November 2007
Transamerica Retirement Services February 2005 - August 2005
Transamerica Retirement Services June 2004 - January 2005
Skills
Series 6, Retirement, Retirement Planning, 401k, Retirement Plan..., Investments, ERISA, Pensions, Mutual Funds, Series 63, Financial Advisory, Finance, Series 7, Investment Advisory
Education
University of Iowa - Henry B. Tippie College of Business 2001 — 2004
B.B.A., Marketing
Teresa Sylvester's Transamerica Retirement Services Experience September 1999 - October 2006
Job Financial Services Professional
Industry Financial Services
Experience
Transamerica Retirement Services September 1999 - October 2006
SunTrust Bank, Inc. April 1996 - September 1999
SunTrust Bank, Inc. September 1994 - April 1996
SunTrust Bank, Inc. January 1991 - September 1994
First American Bank September 1989 - January 1991
First Union National Bank November 1987 - November 1989
Skills
Employee Benefits, Investments, Retirement Planning, Financial Services, CRM, Mutual Funds, Customer Service, 401k, Retirement, Leadership
Education
Augusta State University
B.A, Finance
Cannon Employee Benefit School
Transamerica Retirement Services September 1999 - October 2006
SunTrust Bank, Inc. April 1996 - September 1999
SunTrust Bank, Inc. September 1994 - April 1996
SunTrust Bank, Inc. January 1991 - September 1994
First American Bank September 1989 - January 1991
First Union National Bank November 1987 - November 1989
Skills
Employee Benefits, Investments, Retirement Planning, Financial Services, CRM, Mutual Funds, Customer Service, 401k, Retirement, Leadership
Education
Augusta State University
B.A, Finance
Cannon Employee Benefit School
Andrew Pooser, AIF, QPFC Andrew Pooser, AIF, QPFC's Transamerica Retirement Services Experience December 2008 - January 2013
Job Retirement Plan Services Professional with 20+years of Experience
Industry Financial Services
Experience
Pentegra Retirement Services January 2013 - Present
Transamerica Retirement Services December 2008 - January 2013
John Hancock June 2006 - December 2008
John Hancock June 2001 - June 2006
Manulife Financial September 1998 - June 2001
401(k) Administrators of the Carolinas May 1994 - August 1998
Skills
Qualified Retirement..., 401k, Asset Allocation, Investment Strategies, Employee Benefits, Sales Presentations, Fiduciary Management, Morningstar, Market Analysis, Relius Administration, Larkspur, ERISA Plan Design, Cash Balance Plans
Education
Stanford University Graduate School of Business 2013 — 2013
University of North Carolina at Greensboro 1991 — 1993
MA, Applied Economics
University of North Carolina at Asheville 1987 — 1991
BA, Economics
North Mecklenburg High School 1985 — 1987
Pentegra Retirement Services January 2013 - Present
Transamerica Retirement Services December 2008 - January 2013
John Hancock June 2006 - December 2008
John Hancock June 2001 - June 2006
Manulife Financial September 1998 - June 2001
401(k) Administrators of the Carolinas May 1994 - August 1998
Skills
Qualified Retirement..., 401k, Asset Allocation, Investment Strategies, Employee Benefits, Sales Presentations, Fiduciary Management, Morningstar, Market Analysis, Relius Administration, Larkspur, ERISA Plan Design, Cash Balance Plans
Education
Stanford University Graduate School of Business 2013 — 2013
University of North Carolina at Greensboro 1991 — 1993
MA, Applied Economics
University of North Carolina at Asheville 1987 — 1991
BA, Economics
North Mecklenburg High School 1985 — 1987
Kathleen Howlett Kathleen Howlett's Transamerica Retirement Services Experience 1992 - 1995
Job VP Marketing & Communications, Functional Fenestration Inc
Industry Building Materials
Experience
Functional Fenestration Inc 2000 - Present
Adventist Health / Southern California - Medical Foundation 1996 - 1999
Transamerica Retirement Services 1992 - 1995
Freelance Consulting & Entertainment 1989 - 1993
Great Western Bank, Northridge, CA 1985 - 1989
Skills
Advertising, Strategic Communications, Newsletters, Marketing, Editing
Education
University of California, Los Angeles 1997 — 2000
Marketing Certificate Program
University of California, Los Angeles 1982 — 1985
BA Linguistics, Linguistics is the study of natural languages and cultural anthropology
University of Southern California 1980 — 1982
Business, Thematic Option Honors Program
Functional Fenestration Inc 2000 - Present
Adventist Health / Southern California - Medical Foundation 1996 - 1999
Transamerica Retirement Services 1992 - 1995
Freelance Consulting & Entertainment 1989 - 1993
Great Western Bank, Northridge, CA 1985 - 1989
Skills
Advertising, Strategic Communications, Newsletters, Marketing, Editing
Education
University of California, Los Angeles 1997 — 2000
Marketing Certificate Program
University of California, Los Angeles 1982 — 1985
BA Linguistics, Linguistics is the study of natural languages and cultural anthropology
University of Southern California 1980 — 1982
Business, Thematic Option Honors Program
Michael Centeno Michael Centeno's Transamerica Retirement Services Experience May 1999 - Present
Job Vice President, Transamerica Retirement Services
Industry Financial Services
Experience
Transamerica Retirement Services May 1999 - Present
T. Rowe Price July 1991 - April 1999
Skills
401k, Series 63, Series 7, Retirement, Mutual Funds, Asset Allocation, Series 24, Retirement Planning, Investments, Profit Sharing, Financial Services, Highly Organized &..., Goal-driven leader, Committed to Customer..., Strategic Leadership, Advisory Councils, Building Relationships, Organizational..., Management, Asset Managment, Leadership, Alternative Investments, Fixed Income, Finance
Education
University of California, Los Angeles 1987 — 1991
BA, Sociology & Business
South Gate High 1983 — 1986
Transamerica Retirement Services May 1999 - Present
T. Rowe Price July 1991 - April 1999
Skills
401k, Series 63, Series 7, Retirement, Mutual Funds, Asset Allocation, Series 24, Retirement Planning, Investments, Profit Sharing, Financial Services, Highly Organized &..., Goal-driven leader, Committed to Customer..., Strategic Leadership, Advisory Councils, Building Relationships, Organizational..., Management, Asset Managment, Leadership, Alternative Investments, Fixed Income, Finance
Education
University of California, Los Angeles 1987 — 1991
BA, Sociology & Business
South Gate High 1983 — 1986
Melissa Mannino-Srica Melissa Mannino-Srica's Transamerica Retirement Services Experience August 2007 - October 2014
Job Compliance Manager / Retirement Plan Administrator
Industry Financial Services
Experience
Transamerica Retirement Services August 2007 - October 2014
The Walt Disney Company January 2006 - August 2014
Skills
401k, Retirement Planning, ERISA, Management, Investments, Finance
Education
Briarcliffe College 2003 — 2005
Associates in Applied Studies: Business Administration/ Mgmt, Business, Management, Marketing, and Related Support Services
Suffolk County Community College
Transamerica Retirement Services August 2007 - October 2014
The Walt Disney Company January 2006 - August 2014
Skills
401k, Retirement Planning, ERISA, Management, Investments, Finance
Education
Briarcliffe College 2003 — 2005
Associates in Applied Studies: Business Administration/ Mgmt, Business, Management, Marketing, and Related Support Services
Suffolk County Community College
Peter Welsh's Transamerica Retirement Services Experience January 1998 - March 2008
Job Vice President and Managing Principal, OneAmerica Retirement Services LLC
Industry Financial Services
Experience
OneAmerica Retirement Services January 2010 - Present
Pulse Logic June 2009 - January 2010
Lincoln Financial Distributors April 2008 - June 2009
Transamerica Retirement Services January 1998 - March 2008
Skills
Retirement Services, Executive Management, 401k, Investments, Sales Management, Strategic Planning
Education
Indiana University Robert H. McKinney School of Law 1991 — 1994
JD, Tax and Business Law
University of Notre Dame - Mendoza College of Business 1984 — 1988
BBA, Finance
OneAmerica Retirement Services January 2010 - Present
Pulse Logic June 2009 - January 2010
Lincoln Financial Distributors April 2008 - June 2009
Transamerica Retirement Services January 1998 - March 2008
Skills
Retirement Services, Executive Management, 401k, Investments, Sales Management, Strategic Planning
Education
Indiana University Robert H. McKinney School of Law 1991 — 1994
JD, Tax and Business Law
University of Notre Dame - Mendoza College of Business 1984 — 1988
BBA, Finance
Lou Bachetti Lou Bachetti's Transamerica Retirement Services Experience May 2008 - August 2010
Job Founder of Alpha Financial Partners, An Industry Leading Marketing and Multi Channel Retirement Distribution Company
Industry Financial Services
Experience
ALPHA Financial Partners January 2014 - Present
ALPHA Financial Partners January 2014 - Present
ASPire Financial Services, LLC December 2010 - December 2013
Transamerica Retirement Services May 2008 - August 2010
ING U.S. September 1992 - April 2008
Skills
Retirement Planning, Retirement, Investments, 401k, Financial Services, Series 7, Strategy, Series 63, Wealth Management, Sales, Sales Management, Financial Advisory, Relationship Management, Banking, Mutual Funds, Employee Benefits, Finance, Series 6, Defined Benefit, Profit Sharing, IRAs
Education
Providence College 1981 — 1985
Bachelors of Science, Finance
ALPHA Financial Partners January 2014 - Present
ALPHA Financial Partners January 2014 - Present
ASPire Financial Services, LLC December 2010 - December 2013
Transamerica Retirement Services May 2008 - August 2010
ING U.S. September 1992 - April 2008
Skills
Retirement Planning, Retirement, Investments, 401k, Financial Services, Series 7, Strategy, Series 63, Wealth Management, Sales, Sales Management, Financial Advisory, Relationship Management, Banking, Mutual Funds, Employee Benefits, Finance, Series 6, Defined Benefit, Profit Sharing, IRAs
Education
Providence College 1981 — 1985
Bachelors of Science, Finance
Christopher Barrett, AIF, ARPC Christopher Barrett, AIF, ARPC's Transamerica Retirement Services Experience May 2005 - November 2014
Job Divisional Vice President at Transamerica
Industry Insurance
Experience
Transamerica Retirement Services May 2005 - November 2014
U.S. Trust April 2003 - May 2005
UBS Financial Services September 2001 - November 2002
Metropolitan Life Insurance Company November 2000 - September 2001
UBS PaineWebber July 1997 - November 2000
MFS Investment Management March 1987 - July 1997
Skills
Investments, Retirement Planning, Mutual Funds, Retirement, Insurance, IRAs, Defined Benefit, Defined Contribution, Variable Annuities, 401k, Series 63, Series 6, CRM, Sales, Series 7, Fixed Annuities, Asset Allocation, Financial Services, Sales Management
Education
Suffolk University - Sawyer School of Management 1990 — 1993
MBA, Finance
University of Massachusetts Dartmouth 1982 — 1986
B A, History
Transamerica Retirement Services May 2005 - November 2014
U.S. Trust April 2003 - May 2005
UBS Financial Services September 2001 - November 2002
Metropolitan Life Insurance Company November 2000 - September 2001
UBS PaineWebber July 1997 - November 2000
MFS Investment Management March 1987 - July 1997
Skills
Investments, Retirement Planning, Mutual Funds, Retirement, Insurance, IRAs, Defined Benefit, Defined Contribution, Variable Annuities, 401k, Series 63, Series 6, CRM, Sales, Series 7, Fixed Annuities, Asset Allocation, Financial Services, Sales Management
Education
Suffolk University - Sawyer School of Management 1990 — 1993
MBA, Finance
University of Massachusetts Dartmouth 1982 — 1986
B A, History
Botts Steve Botts Steve's Transamerica Retirement Services Experience September 1974 - June 2012
Job Busness Continuity/Safety Manager at Transamerica Retirement ServicesRetired!
Industry Financial Services
Experience
Mountains Recreation and Conservation Authority August 1989 - Present
AEGON 1974 - Present
Transamerica Retirement Services September 1974 - June 2012
AEGON USA, Inc 1974 - June 2012
WODOC September 1989 - October 2009
William O. Douglas Outdoor Classrooom 1989 - 2009
Transamerica 1974 - 2009
Transamerica Life Companies September 1996 - January 2000
Education
Occidental College 1968 — 1972
BA, Engjlish Literature
Alemany High School 1964 — 1968
Graduated, All
California State University-Los Angeles
Mountains Recreation and Conservation Authority August 1989 - Present
AEGON 1974 - Present
Transamerica Retirement Services September 1974 - June 2012
AEGON USA, Inc 1974 - June 2012
WODOC September 1989 - October 2009
William O. Douglas Outdoor Classrooom 1989 - 2009
Transamerica 1974 - 2009
Transamerica Life Companies September 1996 - January 2000
Education
Occidental College 1968 — 1972
BA, Engjlish Literature
Alemany High School 1964 — 1968
Graduated, All
California State University-Los Angeles
David E. Ruiz David E. Ruiz's Transamerica Retirement Services Experience May 1998 - October 2010
Job Accomplished Fortune 500 Finance & Benefits Operations Leader
Industry Financial Services
Experience
Kaiser Permanente November 2011 - Present
Transamerica Retirement Services May 1998 - October 2010
The Entrust Group / California Pension February 1997 - May 1998
Aurora National Life Assurance Company August 1995 - February 1997
Broadstock Marketing Corporation September 1994 - April 1995
Bankers Trust Company (Deutsche Bank) December 1991 - August 1994
Education
Pepperdine University 1990 — 1991
Bachelor of Science, Management
Kaiser Permanente November 2011 - Present
Transamerica Retirement Services May 1998 - October 2010
The Entrust Group / California Pension February 1997 - May 1998
Aurora National Life Assurance Company August 1995 - February 1997
Broadstock Marketing Corporation September 1994 - April 1995
Bankers Trust Company (Deutsche Bank) December 1991 - August 1994
Education
Pepperdine University 1990 — 1991
Bachelor of Science, Management
Jeff Haugse, MBA Jeff Haugse, MBA's Transamerica Retirement Services Experience October 2010 - October 2014
Job Financial Advisor, Strategic Financial Solutions
Industry Financial Services
Experience
Strategic Financial Solutions October 2014 - Present
Transamerica Retirement Services October 2010 - October 2014
Transamerica Retirement Services March 2007 - February 2011
Transamerica Financial Services September 2002 - March 2007
Skills
Retirement, Retirement Planning, Mutual Funds, 401k, Fixed Annuities, Strategic Financial..., Series 63, Series 6, Investments, Insurance, Securities, Wealth Management
Education
Mount Mercy College 2008 — 2012
Masters of Business Administration, Finance & Management
University of Northern Iowa 1998 — 2002
Bachelor, Finance
Kennedy High School 1994 — 1998
Strategic Financial Solutions October 2014 - Present
Transamerica Retirement Services October 2010 - October 2014
Transamerica Retirement Services March 2007 - February 2011
Transamerica Financial Services September 2002 - March 2007
Skills
Retirement, Retirement Planning, Mutual Funds, 401k, Fixed Annuities, Strategic Financial..., Series 63, Series 6, Investments, Insurance, Securities, Wealth Management
Education
Mount Mercy College 2008 — 2012
Masters of Business Administration, Finance & Management
University of Northern Iowa 1998 — 2002
Bachelor, Finance
Kennedy High School 1994 — 1998
Norman Lowe Norman Lowe's Transamerica Retirement Services Experience August 2001 - March 2004
Job President at Otter Retirement & Consulting Services, LLC
Industry Financial Services
Experience
Global Check 90 June 2011 - Present
American Republic Insurance August 2004 - Present
Otter Retirement & Consulting Services, LLC August 2004 - Present
Transamerica Retirement Services August 2001 - March 2004
KeyBank August 1990 - March 2001
Hubbard, Bert, Karle, Weber April 1988 - August 1990
Facciani & Company 1985 - 1986
United States Marine Corps September 1979 - September 1985
Skills
Insurance, Life Insurance, Retirement, Fixed Annuities, Retirement Planning
Education
The Ohio State University 1983 — 1984
Bachelor of Science, Mathematics
The Ohio State University 1976 — 1979
physics, mathematics
United States Naval Academy 1974 — 1976
Edgewood Sr. High School 1973 — 1974
Ashtabula High 1970 — 1973
Global Check 90 June 2011 - Present
American Republic Insurance August 2004 - Present
Otter Retirement & Consulting Services, LLC August 2004 - Present
Transamerica Retirement Services August 2001 - March 2004
KeyBank August 1990 - March 2001
Hubbard, Bert, Karle, Weber April 1988 - August 1990
Facciani & Company 1985 - 1986
United States Marine Corps September 1979 - September 1985
Skills
Insurance, Life Insurance, Retirement, Fixed Annuities, Retirement Planning
Education
The Ohio State University 1983 — 1984
Bachelor of Science, Mathematics
The Ohio State University 1976 — 1979
physics, mathematics
United States Naval Academy 1974 — 1976
Edgewood Sr. High School 1973 — 1974
Ashtabula High 1970 — 1973
Laura S. Moskwa, CPC, QPA's Transamerica Retirement Services Experience February 2002 - January 2009
Job A valuable resource for providers and TPAs growing opportunity through business development and best practices
Industry Financial Services
Experience
Laura S. Moskwa Consulting June 2009 - Present
TPAresources.com July 2012 - Present
CEFEX September 2009 - Present
Women in Pensions Network 2009 - Present
Soroptimist International of the American River July 2014 - Present
ASPPA 1986 - Present
Smart Investor January 2011 - Present
Transamerica Retirement Services February 2002 - January 2009
US Advisor 2000 - 2001
CMS Pension Associates 1983 - 1999
Skills
Vendor Management, Financial Goals, Business, Corporate Finance, Relationship Management, Consulting, Strategic Planning, Business Development, Investments, Employee Benefits, Retirement, 401k, Strategic Financial..., Retirement Planning, ERISA, CRM, Sales, Mutual Funds, Pensions, Management, Marketing, Business Planning, Investment Advisory, Qualified Retirement...
Education
Rutgers, The State University of New Jersey-New Brunswick 1977 — 1981
Bachelor of Arts, Economics and Finance
Laura S. Moskwa Consulting June 2009 - Present
TPAresources.com July 2012 - Present
CEFEX September 2009 - Present
Women in Pensions Network 2009 - Present
Soroptimist International of the American River July 2014 - Present
ASPPA 1986 - Present
Smart Investor January 2011 - Present
Transamerica Retirement Services February 2002 - January 2009
US Advisor 2000 - 2001
CMS Pension Associates 1983 - 1999
Skills
Vendor Management, Financial Goals, Business, Corporate Finance, Relationship Management, Consulting, Strategic Planning, Business Development, Investments, Employee Benefits, Retirement, 401k, Strategic Financial..., Retirement Planning, ERISA, CRM, Sales, Mutual Funds, Pensions, Management, Marketing, Business Planning, Investment Advisory, Qualified Retirement...
Education
Rutgers, The State University of New Jersey-New Brunswick 1977 — 1981
Bachelor of Arts, Economics and Finance
Daniel Perdew Daniel Perdew's Transamerica Retirement Services Experience September 2010 - February 2011
Job Head Swim Coach at UC San Diego
Industry Sports
Experience
UC San Diego June 2015 - Present
University of California, San Diego July 2014 - May 2015
UC San Diego September 2011 - July 2014
Araya Staffing May 2011 - August 2012
Transamerica Retirement Services September 2010 - February 2011
Skills
Recruiting, Social Media Marketing, Microsoft Word, Contract Recruitment, Marketing, Microsoft Excel, Sales, Microsoft Office, Project Management, Management, Data Analysis, Time Management, Social Networking
Education
University of California, San Diego 2005 — 2010
B.S., Management Science
University of California, San Diego 2005 — 2010
B.A., Psychology
UC San Diego June 2015 - Present
University of California, San Diego July 2014 - May 2015
UC San Diego September 2011 - July 2014
Araya Staffing May 2011 - August 2012
Transamerica Retirement Services September 2010 - February 2011
Skills
Recruiting, Social Media Marketing, Microsoft Word, Contract Recruitment, Marketing, Microsoft Excel, Sales, Microsoft Office, Project Management, Management, Data Analysis, Time Management, Social Networking
Education
University of California, San Diego 2005 — 2010
B.S., Management Science
University of California, San Diego 2005 — 2010
B.A., Psychology
Christopher Barlow Christopher Barlow's Transamerica Retirement Services Experience October 2006 - August 2010
Job Managing Director KnowHow 401(k)
Industry Financial Services
Experience
KnowHow 401(k), LLC July 2000 - Present
Transamerica Retirement Services October 2006 - August 2010
ADP July 2005 - October 2006
Prudential Financial November 1998 - July 2000
John Hancock Investments July 1997 - November 1998
Merrill Lynch December 1983 - July 1997
Skills
401k, Consultative Selling, Sales Management, Public Speaking, New Business Development, Coaching, Marketing Strategy, Business Planning, Licensing, Sales Tools Development, Service Tools..., 401k Sales Training, 401k Service Training, 401k Business Plan, Mergers & Acquisitions, Retirement Planning, Insurance, Retirement, Brand Development, Selling, Strategy, Management, Small Business, Investments, Leadership, ERISA, Pensions, Leadership Development, Financial Sales Training, Sales Training
Education
University of Dayton 1979 — 1982
Bachelor of Science, Finance
KnowHow 401(k), LLC July 2000 - Present
Transamerica Retirement Services October 2006 - August 2010
ADP July 2005 - October 2006
Prudential Financial November 1998 - July 2000
John Hancock Investments July 1997 - November 1998
Merrill Lynch December 1983 - July 1997
Skills
401k, Consultative Selling, Sales Management, Public Speaking, New Business Development, Coaching, Marketing Strategy, Business Planning, Licensing, Sales Tools Development, Service Tools..., 401k Sales Training, 401k Service Training, 401k Business Plan, Mergers & Acquisitions, Retirement Planning, Insurance, Retirement, Brand Development, Selling, Strategy, Management, Small Business, Investments, Leadership, ERISA, Pensions, Leadership Development, Financial Sales Training, Sales Training
Education
University of Dayton 1979 — 1982
Bachelor of Science, Finance
Josh Gomez, AIF Josh Gomez, AIF's Transamerica Retirement Services Experience March 2013 - Present
Job Regional Vice President Southern Region
Industry Financial Services
Experience
Transamerica Retirement Services March 2013 - Present
Lincoln Financial Group July 2007 - April 2013
John Hancock March 1998 - June 2007
Skills
401k, Retirement Plan..., Defined Contribution, Retirement, Series 6, Mutual Funds, Series 7, Defined Benefit, ERISA, Fixed Annuities, Retirement Planning, Qualified Retirement..., Profit Sharing, Series 65, Asset Allocation, Variable Annuities, Series 63, IRAs, Separately Managed..., Pensions, Uniform Combined State..., Investment Advisory, ETFs, FINRA, Series 24
Education
Bowling Green State University 1991 — 1995
Bachelors, History
Transamerica Retirement Services March 2013 - Present
Lincoln Financial Group July 2007 - April 2013
John Hancock March 1998 - June 2007
Skills
401k, Retirement Plan..., Defined Contribution, Retirement, Series 6, Mutual Funds, Series 7, Defined Benefit, ERISA, Fixed Annuities, Retirement Planning, Qualified Retirement..., Profit Sharing, Series 65, Asset Allocation, Variable Annuities, Series 63, IRAs, Separately Managed..., Pensions, Uniform Combined State..., Investment Advisory, ETFs, FINRA, Series 24
Education
Bowling Green State University 1991 — 1995
Bachelors, History
Erik Pronovost, ASA, MAAA, M.Sc. Erik Pronovost, ASA, MAAA, M.Sc.'s Transamerica Retirement Services Experience May 2011 - July 2013
Job Associate Actuary at Athene Annuity & Life Assurance Company
Industry Insurance
Experience
Athene Annuity & Life Assurance Company July 2015 - Present
Athene Annuity & Life Assurance Company July 2013 - July 2015
Transamerica Retirement Services May 2011 - July 2013
Los Angeles County Fire Department May 2008 - July 2013
Transamerica Retirement Services February 2011 - May 2011
Université Laval January 2007 - December 2007
Skills
Mathematics, Statistics, Programming, Economy, Retirement Services, Pricing, Economics, Probability, Data Analysis, Mathematical Modeling, Databases, Regression, Time Series Analysis, Profit, Access, Excel, PowerPoint, Pensions, Teaching, VBA, Actuarial Science, Actuarial, Matlab, Analysis, Microsoft Office, Word, Research, Microsoft Word, Microsoft Excel
Education
Université Laval 2003 — 2005
Master, Mathematics
Université Laval 2000 — 2003
Bachelor, Mathematics
Athene Annuity & Life Assurance Company July 2015 - Present
Athene Annuity & Life Assurance Company July 2013 - July 2015
Transamerica Retirement Services May 2011 - July 2013
Los Angeles County Fire Department May 2008 - July 2013
Transamerica Retirement Services February 2011 - May 2011
Université Laval January 2007 - December 2007
Skills
Mathematics, Statistics, Programming, Economy, Retirement Services, Pricing, Economics, Probability, Data Analysis, Mathematical Modeling, Databases, Regression, Time Series Analysis, Profit, Access, Excel, PowerPoint, Pensions, Teaching, VBA, Actuarial Science, Actuarial, Matlab, Analysis, Microsoft Office, Word, Research, Microsoft Word, Microsoft Excel
Education
Université Laval 2003 — 2005
Master, Mathematics
Université Laval 2000 — 2003
Bachelor, Mathematics
Ben Standish Ben Standish's Transamerica Retirement Services Experience March 2009 - Present
Job Regional Vice President at Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Services March 2009 - Present
ADP January 2006 - February 2009
ADP July 2003 - December 2005
ADP July 1999 - June 2003
Skills
Business development..., Sales presentations..., Plan design analysis..., Investment benchmarking..., Employee education...
Education
California State University-Chico 1992 — 1995
Business, Finance
Transamerica Retirement Services March 2009 - Present
ADP January 2006 - February 2009
ADP July 2003 - December 2005
ADP July 1999 - June 2003
Skills
Business development..., Sales presentations..., Plan design analysis..., Investment benchmarking..., Employee education...
Education
California State University-Chico 1992 — 1995
Business, Finance
Desiree Arias Desiree Arias's Transamerica Retirement Services Experience September 2011 - Present
Job Plan Administration and Service Support Consultant at Transamerica
Industry Marketing and Advertising
Experience
Transamerica September 2011 - Present
Transamerica Retirement Services September 2011 - Present
Wells Fargo November 2006 - September 2011
Wells Fargo Bank November 2006 - September 2011
Skills
Microsoft Office, Customer Service, Leadership, Sales, Project Management, Marketing
Education
California State University-Fullerton 2004 — 2011
Bachelor of Business Administration (BBA), Marketing, 3.6
Transamerica September 2011 - Present
Transamerica Retirement Services September 2011 - Present
Wells Fargo November 2006 - September 2011
Wells Fargo Bank November 2006 - September 2011
Skills
Microsoft Office, Customer Service, Leadership, Sales, Project Management, Marketing
Education
California State University-Fullerton 2004 — 2011
Bachelor of Business Administration (BBA), Marketing, 3.6
Christine Howley's Transamerica Retirement Services Experience July 2011 - Present
Job Participant Counselor at Transamerica Retirement Services
Industry Financial Services
Experience
Transamerica Retirement Services July 2011 - Present
Education
University of Illinois at Urbana-Champaign
Bachelor of Arts (B.A.), Finance, General
Transamerica Retirement Services July 2011 - Present
Education
University of Illinois at Urbana-Champaign
Bachelor of Arts (B.A.), Finance, General
Jolene Lovett's Transamerica Retirement Services Experience 2008 - 2010
Job Account Executive
Industry Business Supplies and Equipment
Experience
Neopost June 2013 - Present
Freelance Sales March 2012 - February 2013
Transamerica Retirement Services 2008 - 2010
Transamerica Retirement Services 2004 - 2008
FAR WEST TECH / HEALTH PHYSICS INSTRUMENTS January 1999 - January 2003
Skills
Financial Analysis, Facebook, Microsoft Word, Research, Proposal Writing, Direct Marketing, Integrated Marketing, Interactive Marketing, Brand Management, Marketing Communications, Public Relations, Market Research, Negotiation, Sales Process, Salesforce.com, Sales Presentations, Management, Cold Calling
Education
University of California, Santa Barbara
Bachelor of Arts, Business Economics
Neopost June 2013 - Present
Freelance Sales March 2012 - February 2013
Transamerica Retirement Services 2008 - 2010
Transamerica Retirement Services 2004 - 2008
FAR WEST TECH / HEALTH PHYSICS INSTRUMENTS January 1999 - January 2003
Skills
Financial Analysis, Facebook, Microsoft Word, Research, Proposal Writing, Direct Marketing, Integrated Marketing, Interactive Marketing, Brand Management, Marketing Communications, Public Relations, Market Research, Negotiation, Sales Process, Salesforce.com, Sales Presentations, Management, Cold Calling
Education
University of California, Santa Barbara
Bachelor of Arts, Business Economics
Adam Bonsky's Transamerica Retirement Services Experience 1998 - 2003
Job Executive Vice President at Fringe Benefit Group
Industry Insurance
Experience
Fringe Benefit Group December 2008 - Present
Fringe Benefit Group December 2008 - Present
Gevity 2006 - 2008
Union Bank 2003 - 2006
Transamerica Retirement Services 1998 - 2003
KeyBank 1993 - 1998
Skills
Employee Benefits, Human Resources, Insurance, 401k, Sales Management, ERISA, Leadership, Series 6, Brokers, Health Insurance, Health Savings Accounts, Healthcare Consulting, Marketing, Process Improvement, Retirement Planning, Mutual Funds, Disability Insurance, Management, Strategic Planning
Education
Harvard University 1989 — 1993
AB, Economics / Sociology
Fringe Benefit Group December 2008 - Present
Fringe Benefit Group December 2008 - Present
Gevity 2006 - 2008
Union Bank 2003 - 2006
Transamerica Retirement Services 1998 - 2003
KeyBank 1993 - 1998
Skills
Employee Benefits, Human Resources, Insurance, 401k, Sales Management, ERISA, Leadership, Series 6, Brokers, Health Insurance, Health Savings Accounts, Healthcare Consulting, Marketing, Process Improvement, Retirement Planning, Mutual Funds, Disability Insurance, Management, Strategic Planning
Education
Harvard University 1989 — 1993
AB, Economics / Sociology
Vahe Toomasi Vahe Toomasi's Transamerica Retirement Services Experience October 2011 - Present
Job Programmer at Transamerica Retirement Services
Industry Computer Software
Experience
Transamerica Retirement Services October 2011 - Present
Internet Brands September 2011 - September 2011
Skills
Java, JPA, SQL, REST, SOAP, Microsoft SQL Server, C#, Tomcat, Unity3D, JavaScript, HTML, CSS, JMS, jQuery, AngularJS, ActionScript, Flex, Flash Builder
Education
California State Polytechnic University-Pomona 2005 — 2011
Bachelors, Computer Science
Transamerica Retirement Services October 2011 - Present
Internet Brands September 2011 - September 2011
Skills
Java, JPA, SQL, REST, SOAP, Microsoft SQL Server, C#, Tomcat, Unity3D, JavaScript, HTML, CSS, JMS, jQuery, AngularJS, ActionScript, Flex, Flash Builder
Education
California State Polytechnic University-Pomona 2005 — 2011
Bachelors, Computer Science
jane pillsbury-slater jane pillsbury-slater's Transamerica Retirement Services Experience October 2000 - March 2002
Job Seeking employment on Mississippi Gulf Coast utilizing recruiting, administrative,cold calling, internal sales expertise
Industry Human Resources
Experience
Currently seeking employment mississippi gulf Coast 2015 - Present
Wells Fargo January 2012 - April 2015
ACCO Brands 2010 - October 2011
A Southern Season September 2008 - March 2010
VIF Program July 2008 - November 2008
BancorpSouth Trust September 2002 - May 2007
Transamerica Retirement Services October 2000 - March 2002
Mint Museum Gift Shops Retail Sales September 1999 - April 2001
First Union National Bank (Wachovia) August 1997 - October 2000
Kimberly-Clark Corporation August 1992 - August 1997
Skills
Full cycle recruiting, Cold Calling, Customer Relations, Employee Benefits, Demos, Pre-sales, Administration, Team Building, Data Analysis, Fundraising, Financial Reporting, HRIS, Insurance, Microsoft Office, Non-profits, Organizing, Planning, Retail, Problem Solving, Teamwork, Vendor Management, Trust Services, Lead Generation, Call Center, Banking Relationships, New Hire Orientation, E-Verify, Clinical Research, Human Resources, Hiring, Customer Service, Interviews, Sales, Applicant Tracking..., Benefits Administration, New Hire Orientations, Recruiting, Event Planning
Education
Tusculum College 1991 — 1993
Bachelor of Science Degree
Currently seeking employment mississippi gulf Coast 2015 - Present
Wells Fargo January 2012 - April 2015
ACCO Brands 2010 - October 2011
A Southern Season September 2008 - March 2010
VIF Program July 2008 - November 2008
BancorpSouth Trust September 2002 - May 2007
Transamerica Retirement Services October 2000 - March 2002
Mint Museum Gift Shops Retail Sales September 1999 - April 2001
First Union National Bank (Wachovia) August 1997 - October 2000
Kimberly-Clark Corporation August 1992 - August 1997
Skills
Full cycle recruiting, Cold Calling, Customer Relations, Employee Benefits, Demos, Pre-sales, Administration, Team Building, Data Analysis, Fundraising, Financial Reporting, HRIS, Insurance, Microsoft Office, Non-profits, Organizing, Planning, Retail, Problem Solving, Teamwork, Vendor Management, Trust Services, Lead Generation, Call Center, Banking Relationships, New Hire Orientation, E-Verify, Clinical Research, Human Resources, Hiring, Customer Service, Interviews, Sales, Applicant Tracking..., Benefits Administration, New Hire Orientations, Recruiting, Event Planning
Education
Tusculum College 1991 — 1993
Bachelor of Science Degree
Jay Wang Jay Wang's Transamerica Retirement Services Experience February 2007 - December 2011
Job FSA, CERA, MAAA | Vice President & Actuary, Prudential PRT Pricing
Industry Insurance
Experience
Prudential Financial June 2014 - Present
Transamerica Enterprise Business Services July 2013 - June 2014
Transamerica Employer Solutions & Pension December 2011 - June 2013
Transamerica Retirement Services February 2007 - December 2011
Skills
Actuarial Science, Economic Capital, Solvency II, ALM, Reinsurance, Insurance, Financial Risk, Life Insurance, Risk Management, Enterprise Risk..., VBA, Fixed Annuities
Education
California State University-Long Beach 2006 — 2007
MS, Statistics
University of Windsor 2004 — 2005
MS, Economics
Fudan University 2000 — 2004
BA, Economics
Prudential Financial June 2014 - Present
Transamerica Enterprise Business Services July 2013 - June 2014
Transamerica Employer Solutions & Pension December 2011 - June 2013
Transamerica Retirement Services February 2007 - December 2011
Skills
Actuarial Science, Economic Capital, Solvency II, ALM, Reinsurance, Insurance, Financial Risk, Life Insurance, Risk Management, Enterprise Risk..., VBA, Fixed Annuities
Education
California State University-Long Beach 2006 — 2007
MS, Statistics
University of Windsor 2004 — 2005
MS, Economics
Fudan University 2000 — 2004
BA, Economics
Stephanie Coachman Williams Stephanie Coachman Williams's Transamerica Retirement Services Experience 2007 - 2010
Job Payroll/Human Resources Administrator at Fusion Event Staffing
Industry Public Relations and Communications
Experience
Fusion Event Staffing June 2014 - Present
oneSTEPahead Management August 1996 - Present
Transamerica Retirement Services 2007 - 2010
Georgia Perimeter College 2000 - 2004
Skills
Conference Coordination, New Hire Orientations, Customer Service, Payroll, Human Resources, Public Speaking, Coordination, Newsletters, Marketing, Microsoft Excel, Microsoft Word, PowerPoint, Event Planning, Fundraising, Public Relations, Office Management, Social Media, Event Management, Social Networking, Administrative..., Press Releases, Facebook, Internal Communications, Social Media Marketing, Marketing Communications, Corporate Communications, Data Entry, Strategic Communications, Media Relations, File Management, Blogging, Microsoft Office, Presentation Development, Spreadsheets, Workshop Facilitation, Advertising, QuickBooks, Creative Writing, Travel Arrangements, Proofreading, Copy Editing, Recruiting, Online Advertising, Publicity, Time Management, Speech Writing, Crisis Communications, Reputation Management, Online Marketing, Email Marketing
Education
University of Phoenix 2009 — 2014
Bachelor of Science, Business/Corporate Communications
Atlanta Metropolitan College 1995 — 1996
Associate of Arts and Sciences (AAS), Accounting
Morris Brown College 1990 — 1992
Mass Communication/Media Studies
Fusion Event Staffing June 2014 - Present
oneSTEPahead Management August 1996 - Present
Transamerica Retirement Services 2007 - 2010
Georgia Perimeter College 2000 - 2004
Skills
Conference Coordination, New Hire Orientations, Customer Service, Payroll, Human Resources, Public Speaking, Coordination, Newsletters, Marketing, Microsoft Excel, Microsoft Word, PowerPoint, Event Planning, Fundraising, Public Relations, Office Management, Social Media, Event Management, Social Networking, Administrative..., Press Releases, Facebook, Internal Communications, Social Media Marketing, Marketing Communications, Corporate Communications, Data Entry, Strategic Communications, Media Relations, File Management, Blogging, Microsoft Office, Presentation Development, Spreadsheets, Workshop Facilitation, Advertising, QuickBooks, Creative Writing, Travel Arrangements, Proofreading, Copy Editing, Recruiting, Online Advertising, Publicity, Time Management, Speech Writing, Crisis Communications, Reputation Management, Online Marketing, Email Marketing
Education
University of Phoenix 2009 — 2014
Bachelor of Science, Business/Corporate Communications
Atlanta Metropolitan College 1995 — 1996
Associate of Arts and Sciences (AAS), Accounting
Morris Brown College 1990 — 1992
Mass Communication/Media Studies
Danny Kling AIF's Transamerica Retirement Services Experience April 2012 - Present
Job 401k Sales, Regional Vice President at Transamerica Retirement Services
Industry Financial Services
Experience
Transamerica Retirement Services April 2012 - Present
The Hartford 2003 - 2012
Skills
Qualified Retirement..., 401k, Defined Benefit, Defined Contribution, ERISA, Fixed Annuities, Forklift Operator, Mutual Funds, Profit Sharing, Retirement, Retirement Plan..., Retirement Planning, Series 6, Series 63, Insurance, FINRA, Investments, Series 7, Asset Allocation
Education
The University of Georgia 1994 — 1997
Bachelor of Arts (B.A.), Speech Communications
Young Harris College 1992 — 1994
Transamerica Retirement Services April 2012 - Present
The Hartford 2003 - 2012
Skills
Qualified Retirement..., 401k, Defined Benefit, Defined Contribution, ERISA, Fixed Annuities, Forklift Operator, Mutual Funds, Profit Sharing, Retirement, Retirement Plan..., Retirement Planning, Series 6, Series 63, Insurance, FINRA, Investments, Series 7, Asset Allocation
Education
The University of Georgia 1994 — 1997
Bachelor of Arts (B.A.), Speech Communications
Young Harris College 1992 — 1994
Steven B. Brandel Steven B. Brandel's Transamerica Retirement Services Experience 2005 - December 2014
Job Executive Director Life Division, Heffernan Insurance Brokers
Industry Financial Services
Experience
Heffernan Insurance Brokers June 2014 - Present
Transamerica - Retirement Services 2005 - December 2014
Innova Producers Network January 2013 - May 2014
Brandel Financial Services July 1990 - May 2014
Kyocera 1985 - 1990
Grodins 1982 - 1985
Skills
Disability Insurance, Sales, Life Insurance, Fixed Annuities, IRAs, Retirement Planning, Retirement, Long-term Care, Term Life Insurance, Mutual Funds, Estate Planning, Insurance, Strategic Financial..., Asset Allocation, Financial Planners, Financial Advisory, Investments, Health Insurance, Universal Life, Long Term Care Insurance, Financial Services, Series 7, Finance, Whole Life, 401k, Wealth Management
Education
San Jose State University 1980 — 1985
BA, Communications
San Jose State University 1980 — 1985
Bachelor's degree, Speech Communication and Rhetoric
Heffernan Insurance Brokers June 2014 - Present
Transamerica - Retirement Services 2005 - December 2014
Innova Producers Network January 2013 - May 2014
Brandel Financial Services July 1990 - May 2014
Kyocera 1985 - 1990
Grodins 1982 - 1985
Skills
Disability Insurance, Sales, Life Insurance, Fixed Annuities, IRAs, Retirement Planning, Retirement, Long-term Care, Term Life Insurance, Mutual Funds, Estate Planning, Insurance, Strategic Financial..., Asset Allocation, Financial Planners, Financial Advisory, Investments, Health Insurance, Universal Life, Long Term Care Insurance, Financial Services, Series 7, Finance, Whole Life, 401k, Wealth Management
Education
San Jose State University 1980 — 1985
BA, Communications
San Jose State University 1980 — 1985
Bachelor's degree, Speech Communication and Rhetoric
Ann-Marie Cudzilo Ann-Marie Cudzilo's Transamerica Retirement Services Experience February 2007 - Present
Job Sales Consultant at Transamerica Retirement Services
Industry Financial Services
Experience
Transamerica Retirement Services February 2007 - Present
First Command Financial Services 2002 - 2007
Education
Hope College
Transamerica Retirement Services February 2007 - Present
First Command Financial Services 2002 - 2007
Education
Hope College
Ken Cochrane's Transamerica Retirement Services Experience 1991 - 2003
Job Vice President of Developmental and Commercial Research at LIMRA
Industry Market Research
Experience
LIMRA September 2014 - Present
Pulse Logic April 2009 - Present
ADAMSAdvertising Design And Marketing Strategy January 2004 - December 2010
Transamerica Retirement Services 1991 - 2003
Mutual Benefit Life 1983 - 1991
Skills
Market Research, Sales Management, 401k, Brand Positioning..., Database Marketing, Intelligence, Forecasting, Insurance, Strategy, Business Planning, Marketing, Sales, Finance, Defined Benefit, Competitive Analysis, Management, Relationship Management, Mergers & Acquisitions, Start-ups, Portfolio Management, Executive Management
Education
Bucknell University 1979 — 1983
BA
Mt Lebanon Senior High School 1976 — 1979
LIMRA September 2014 - Present
Pulse Logic April 2009 - Present
ADAMSAdvertising Design And Marketing Strategy January 2004 - December 2010
Transamerica Retirement Services 1991 - 2003
Mutual Benefit Life 1983 - 1991
Skills
Market Research, Sales Management, 401k, Brand Positioning..., Database Marketing, Intelligence, Forecasting, Insurance, Strategy, Business Planning, Marketing, Sales, Finance, Defined Benefit, Competitive Analysis, Management, Relationship Management, Mergers & Acquisitions, Start-ups, Portfolio Management, Executive Management
Education
Bucknell University 1979 — 1983
BA
Mt Lebanon Senior High School 1976 — 1979
David Ono David Ono's Transamerica Retirement Services Experience September 2004 - May 2008
Job Independent Life and Health insurance Agent
Industry Financial Services
Experience
Self Employed October 2012 - Present
Transamerica Insurance & Investment Group August 2009 - February 2012
Transamerica Financial Advisors June 2008 - July 2009
Transamerica Retirement Services September 2004 - May 2008
Transamerica Retirement Services January 2002 - August 2004
Transamerica Retirement Services December 2000 - December 2001
Transamerica Retirement Services May 2000 - November 2000
AIG SunAmerica May 1999 - April 2000
T Rowe Price May 1993 - April 1999
Skills
Financial Planning, Retirement Planning, Investments, Life Insurance, Health Insurance, 401k
Education
University of California, Irvine 1988 — 1993
Bachelor of Arts, Social Science
Self Employed October 2012 - Present
Transamerica Insurance & Investment Group August 2009 - February 2012
Transamerica Financial Advisors June 2008 - July 2009
Transamerica Retirement Services September 2004 - May 2008
Transamerica Retirement Services January 2002 - August 2004
Transamerica Retirement Services December 2000 - December 2001
Transamerica Retirement Services May 2000 - November 2000
AIG SunAmerica May 1999 - April 2000
T Rowe Price May 1993 - April 1999
Skills
Financial Planning, Retirement Planning, Investments, Life Insurance, Health Insurance, 401k
Education
University of California, Irvine 1988 — 1993
Bachelor of Arts, Social Science
Paul Patitucci Paul Patitucci's Transamerica Retirement Services Experience August 2010 - May 2013
Job Vice President Qualified Retirement Plans at Univest
Industry Insurance
Experience
Univest June 2013 - Present
Able Academy of Special Education 2015 - 2015
Able Academy of Special Education 2015 - 2015
Transamerica Retirement Services August 2010 - May 2013
Hartford Life December 1998 - October 2009
Guardian Life Insurance 1994 - 1998
Prudential Financial 1989 - 1994
Skills
401k, Retirement, Qualified Retirement..., Retirement Planning, Investments, Pensions, Mutual Funds, Defined Contribution, Securities, Business Planning, Series 63, Series 6, Defined Benefit, Sales Management, Asset Allocation, Fixed Annuities, Retirement Plan..., ERISA, Series 7, Microsoft Excel, Wholesale, Microsoft Word, Separately Managed..., Excel, Word
Education
Temple University - Fox School of Business and Management 1990 — 1992
MBA, Finance
Temple University 1985 — 1989
BA, Finance/Economics
Upper Dublin
Univest June 2013 - Present
Able Academy of Special Education 2015 - 2015
Able Academy of Special Education 2015 - 2015
Transamerica Retirement Services August 2010 - May 2013
Hartford Life December 1998 - October 2009
Guardian Life Insurance 1994 - 1998
Prudential Financial 1989 - 1994
Skills
401k, Retirement, Qualified Retirement..., Retirement Planning, Investments, Pensions, Mutual Funds, Defined Contribution, Securities, Business Planning, Series 63, Series 6, Defined Benefit, Sales Management, Asset Allocation, Fixed Annuities, Retirement Plan..., ERISA, Series 7, Microsoft Excel, Wholesale, Microsoft Word, Separately Managed..., Excel, Word
Education
Temple University - Fox School of Business and Management 1990 — 1992
MBA, Finance
Temple University 1985 — 1989
BA, Finance/Economics
Upper Dublin
Scot Patt AIF, ChFC, MBA Scot Patt AIF, ChFC, MBA's Transamerica Retirement Services Experience October 2006 - February 2009
Job 401k and Business Insurance Specialist
Industry Financial Services
Experience
Transamerica Retirement Services October 2006 - February 2009
OneAmerica September 2003 - November 2006
Pan American Life Insurance Company November 2001 - August 2003
Nationwide Retirement Services 1998 - 2001
Education
Otterbein University 2000 — 2003
MBA, Marketing
The Ohio State University Fisher College of Business 1990 — 1993
Transamerica Retirement Services October 2006 - February 2009
OneAmerica September 2003 - November 2006
Pan American Life Insurance Company November 2001 - August 2003
Nationwide Retirement Services 1998 - 2001
Education
Otterbein University 2000 — 2003
MBA, Marketing
The Ohio State University Fisher College of Business 1990 — 1993
Michael Plewik Michael Plewik's Transamerica Retirement Services Experience October 2011 - August 2012
Job Financial Sales/Service Professional
Industry Financial Services
Experience
Albrige Wealth Reporting April 2014 - Present
Transamerica October 2011 - August 2012
Transamerica Retirement Services October 2011 - August 2012
ExpertPlan November 2010 - October 2011
Merrill Lynch February 2002 - February 2009
Merrill Lynch February 2002 - February 2009
Merrill Lynch Direct February 2002 - June 2002
First Union Securities January 2001 - January 2001
Skills
Retirement Planning, Mutual Funds, Investments, Retirement, Wealth Management, Series 7, CRM, Portfolio Management, Strategy, Strategic Financial..., Insurance, 401k, Management, Training, Finance, ARPC, Series 63, Financial Services
Education
The College of New Jersey 1997 — 2000
Business Administration
Ocean County College 1995 — 1996
Business
Albrige Wealth Reporting April 2014 - Present
Transamerica October 2011 - August 2012
Transamerica Retirement Services October 2011 - August 2012
ExpertPlan November 2010 - October 2011
Merrill Lynch February 2002 - February 2009
Merrill Lynch February 2002 - February 2009
Merrill Lynch Direct February 2002 - June 2002
First Union Securities January 2001 - January 2001
Skills
Retirement Planning, Mutual Funds, Investments, Retirement, Wealth Management, Series 7, CRM, Portfolio Management, Strategy, Strategic Financial..., Insurance, 401k, Management, Training, Finance, ARPC, Series 63, Financial Services
Education
The College of New Jersey 1997 — 2000
Business Administration
Ocean County College 1995 — 1996
Business
David Hiss, AIF David Hiss, AIF's Transamerica Retirement Services Experience May 2002 - May 2014
Job Sales executive specializing in companysponsored retirement plan solutions
Industry Financial Services
Experience
John Hancock Financial Services May 2014 - Present
Transamerica Retirement Services May 2002 - May 2014
Great-West Life 1989 - 2002
Skills
Retirement Planning, Investments, 401k, Retirement, Investment Advisory, Series 6, Financial Services, Profit Sharing, Business Planning, Business Development, Analysis, Marketing, Financial Advisory, Wealth Management, Series 63
Education
University of Denver 1985 — 1989
Bachelor of Business Administration (B.B.A.), Finance and Marketing
John Hancock Financial Services May 2014 - Present
Transamerica Retirement Services May 2002 - May 2014
Great-West Life 1989 - 2002
Skills
Retirement Planning, Investments, 401k, Retirement, Investment Advisory, Series 6, Financial Services, Profit Sharing, Business Planning, Business Development, Analysis, Marketing, Financial Advisory, Wealth Management, Series 63
Education
University of Denver 1985 — 1989
Bachelor of Business Administration (B.B.A.), Finance and Marketing
Drue McCracken, ARPC's Transamerica Retirement Services Experience September 2010 - Present
Job Client Executive at Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Services September 2010 - Present
Houghton Financial Partners February 2009 - October 2010
McCracken Financial Group April 2003 - February 2009
Valor Contemporary Staffing September 1994 - May 2003
Disneyland 1974 - 1982
Skills
401k, Investments, Pensions, IRA's, Defined Benefit, Profit Sharing, Retirement Planning, Retirement, Annuities, Mutual Funds, Employee Benefits, Roth IRA, Financial Planning, Rollovers, Insurance, Securities, Investment Advisory, Benefits, Fixed Annuities, Small Business, Series 63, IRAs, Financial Advisory, Strategic Financial...
Education
University of California, Los Angeles 1976 — 1980
BA, Communications
Georgetown University 1983 — 1984
Certificate, Legal Assistance/Paralegal
Marina High School 1972 — 1976
diploma
Transamerica Retirement Services September 2010 - Present
Houghton Financial Partners February 2009 - October 2010
McCracken Financial Group April 2003 - February 2009
Valor Contemporary Staffing September 1994 - May 2003
Disneyland 1974 - 1982
Skills
401k, Investments, Pensions, IRA's, Defined Benefit, Profit Sharing, Retirement Planning, Retirement, Annuities, Mutual Funds, Employee Benefits, Roth IRA, Financial Planning, Rollovers, Insurance, Securities, Investment Advisory, Benefits, Fixed Annuities, Small Business, Series 63, IRAs, Financial Advisory, Strategic Financial...
Education
University of California, Los Angeles 1976 — 1980
BA, Communications
Georgetown University 1983 — 1984
Certificate, Legal Assistance/Paralegal
Marina High School 1972 — 1976
diploma
Timothy Durepo's Transamerica Retirement Services Experience May 2005 - January 2006
Job Construction Product Sales
Industry Real Estate
Experience
KLINGSPOR Abrasives September 2012 - Present
Keller Williams Real Estate April 2008 - September 2012
New England Organ Bank July 2006 - March 2008
Transamerica Retirement Services May 2005 - January 2006
METAVANTE 401(K) SERVICES (purchased Trustar January 2002 - November 2004
Trustar February 2000 - December 2001
TRUSTAR RETIREMENT SERVICES July 1997 - January 2000
Fidelity Investments February 1995 - June 1997
BANK OF BOSTON January 1987 - January 1994
Skills
CRM, Investments, Training, Sales, Management, Marketing, Business Development, Sales Operations, Marketing Strategy, Negotiation, Customer Service, Residential Homes, Condos, Investors, REO, Healthcare, Insurance, Community Outreach, Property, First Time Home Buyers
Education
Bentley College
Pension Certification, Defined Benefit Plans Certification
American International College 1981 — 1984
Bachelor of Science, Criminal Justice
KLINGSPOR Abrasives September 2012 - Present
Keller Williams Real Estate April 2008 - September 2012
New England Organ Bank July 2006 - March 2008
Transamerica Retirement Services May 2005 - January 2006
METAVANTE 401(K) SERVICES (purchased Trustar January 2002 - November 2004
Trustar February 2000 - December 2001
TRUSTAR RETIREMENT SERVICES July 1997 - January 2000
Fidelity Investments February 1995 - June 1997
BANK OF BOSTON January 1987 - January 1994
Skills
CRM, Investments, Training, Sales, Management, Marketing, Business Development, Sales Operations, Marketing Strategy, Negotiation, Customer Service, Residential Homes, Condos, Investors, REO, Healthcare, Insurance, Community Outreach, Property, First Time Home Buyers
Education
Bentley College
Pension Certification, Defined Benefit Plans Certification
American International College 1981 — 1984
Bachelor of Science, Criminal Justice
Michael Zahariades, APR's Transamerica Retirement Services Experience January 2011 - Present
Job Director of Sales and Marketing at Retirement Plan Administrators, LLC
Industry Financial Services
Experience
Retirement Plan Administrators, LLC May 2015 - Present
Transamerica Retirement Services January 2011 - Present
Transamerica January 2008 - January 2011
John Hancock/Manulife Financial December 2004 - January 2008
MassMutual Financial Group September 1999 - December 2004
Manulife Financial 1995 - September 1999
Skills
401k, Retirement, Retirement Planning, Pensions, ERISA, Insurance, Financial Advisory, Marketing, Employee Benefits
Education
Northeastern University 1984 — 1989
BS, Business Management
West Haven High School
Retirement Plan Administrators, LLC May 2015 - Present
Transamerica Retirement Services January 2011 - Present
Transamerica January 2008 - January 2011
John Hancock/Manulife Financial December 2004 - January 2008
MassMutual Financial Group September 1999 - December 2004
Manulife Financial 1995 - September 1999
Skills
401k, Retirement, Retirement Planning, Pensions, ERISA, Insurance, Financial Advisory, Marketing, Employee Benefits
Education
Northeastern University 1984 — 1989
BS, Business Management
West Haven High School
Brian Barry's Transamerica Retirement Services Experience July 2000 - October 2003
Job Senior Sales Representative at Sun Life, a voluntary, group, and stoploss benefits leader
Industry Insurance
Experience
Sun Life Financial July 2003 - Present
Transamerica Retirement Services July 2000 - October 2003
New England Financial 1997 - 2000
Skills
Employee Benefits, Group Life, Dental Insurance, Short Term Disability, Long Term Disability, Underwriting, Health Insurance, Disabilities, Life Insurance, Brokers, Insurance, Long-term Care, Disability Insurance, Sales, Accident, New Business Development, Salesforce.com, Term Life Insurance, Critical Illness, Retirement, Account Management, Benefits Administration
Education
Boston College 1993 — 1997
xaverian brothers
boston college
Sun Life Financial July 2003 - Present
Transamerica Retirement Services July 2000 - October 2003
New England Financial 1997 - 2000
Skills
Employee Benefits, Group Life, Dental Insurance, Short Term Disability, Long Term Disability, Underwriting, Health Insurance, Disabilities, Life Insurance, Brokers, Insurance, Long-term Care, Disability Insurance, Sales, Accident, New Business Development, Salesforce.com, Term Life Insurance, Critical Illness, Retirement, Account Management, Benefits Administration
Education
Boston College 1993 — 1997
xaverian brothers
boston college
Jason Kiesel's Transamerica Retirement Services Experience January 2003 - December 2006
Job Founder & CEO, CitySourced, Inc.
Industry Information Technology and Services
Experience
CitySourced, Inc. September 2009 - Present
Hack for LA June 2013 - Present
Kiesel Media Group June 1997 - Present
Freedom Speaks, Inc. November 2006 - September 2009
speakTECH November 2005 - December 2008
Kiesel Bags August 2001 - December 2008
Transamerica Retirement Services January 2003 - December 2006
SOUNDBREAK.COM April 2000 - August 2000
Oingo 1998 - 1999
Skills
JavaScript, AJAX, CSS, XML, HTML, VB.NET, SQL, ASP.NET, SOAP, C#, XAML, Web Services, jQuery, SQL Server, Software Development, .NET, Web Development, REST, IIS, Cloud Computing, Agile, Visual Studio, Web Applications, Application Development, User Experience, E-commerce, Android, ActionScript, DHTML, Mobile, Flash, Agile Methodologies, Mobile Devices, Microsoft SQL Server, Mobile Applications, Entrepreneurship, Online Marketing, Databases, HTML 5
Education
University of California, Los Angeles 1992 — 1996
B.S., Psychobiology
San Pasqual High School 1989 — 1992
CitySourced, Inc. September 2009 - Present
Hack for LA June 2013 - Present
Kiesel Media Group June 1997 - Present
Freedom Speaks, Inc. November 2006 - September 2009
speakTECH November 2005 - December 2008
Kiesel Bags August 2001 - December 2008
Transamerica Retirement Services January 2003 - December 2006
SOUNDBREAK.COM April 2000 - August 2000
Oingo 1998 - 1999
Skills
JavaScript, AJAX, CSS, XML, HTML, VB.NET, SQL, ASP.NET, SOAP, C#, XAML, Web Services, jQuery, SQL Server, Software Development, .NET, Web Development, REST, IIS, Cloud Computing, Agile, Visual Studio, Web Applications, Application Development, User Experience, E-commerce, Android, ActionScript, DHTML, Mobile, Flash, Agile Methodologies, Mobile Devices, Microsoft SQL Server, Mobile Applications, Entrepreneurship, Online Marketing, Databases, HTML 5
Education
University of California, Los Angeles 1992 — 1996
B.S., Psychobiology
San Pasqual High School 1989 — 1992
Shawn (Shahin) Atin's Transamerica Retirement Services Experience July 2003 - November 2004
Job Human Resources Director, County of Ventura
Industry Human Resources
Experience
County of Ventura June 2015 - Present
Los Angeles County December 2012 - Present
County of Riverside July 2010 - December 2012
County of Riverside August 2006 - July 2010
Fox November 2004 - August 2006
Transamerica Retirement Services July 2003 - November 2004
Northern Trust Retirement Consulting February 2000 - July 2003
Merril Lynch / Howard Johnson & Co. February 1995 - February 2000
Mercer February 1993 - February 1995
University of Washington January 1991 - February 1993
Skills
Benefits Administration, Deferred Compensation, HRIS, Recruiting, 401k, Human Resources, HR Policies, Pensions, Talent Management, Employee Benefits, FMLA, Onboarding, Succession Planning, Performance Management, Employee Engagement, Talent Acquisition, Leadership Development, Collective Bargaining, HR Consulting
Education
Seattle University 1989 — 1990
MBA, Business Administration
University of Washington, Michael G. Foster School of Business 1984 — 1986
BA, Business Administration
County of Ventura June 2015 - Present
Los Angeles County December 2012 - Present
County of Riverside July 2010 - December 2012
County of Riverside August 2006 - July 2010
Fox November 2004 - August 2006
Transamerica Retirement Services July 2003 - November 2004
Northern Trust Retirement Consulting February 2000 - July 2003
Merril Lynch / Howard Johnson & Co. February 1995 - February 2000
Mercer February 1993 - February 1995
University of Washington January 1991 - February 1993
Skills
Benefits Administration, Deferred Compensation, HRIS, Recruiting, 401k, Human Resources, HR Policies, Pensions, Talent Management, Employee Benefits, FMLA, Onboarding, Succession Planning, Performance Management, Employee Engagement, Talent Acquisition, Leadership Development, Collective Bargaining, HR Consulting
Education
Seattle University 1989 — 1990
MBA, Business Administration
University of Washington, Michael G. Foster School of Business 1984 — 1986
BA, Business Administration
Craig Duglin's Transamerica Retirement Services Experience 1998 - 2006
Job vice president, relationship manager
Industry Investment Management
Experience
Capital Group March 2011 - Present
Capital Group May 2006 - March 2011
Transamerica Retirement Services 1998 - 2006
Education
Northwestern University 1994 — 1998
Capital Group March 2011 - Present
Capital Group May 2006 - March 2011
Transamerica Retirement Services 1998 - 2006
Education
Northwestern University 1994 — 1998
Nadir Khan's Transamerica Retirement Services Experience April 2003 - Present
Job Business Systems Analyst at Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Services April 2003 - Present
Kay Jewelers 1998 - 2005
penco 2001 - 2003
Zales jewelers 1996 - 1998
Securitas Security Services USA, Inc. 1993 - 1995
Skills
HTML, SQL, Layout Tools, CSV, Business Analysis, Microsoft SQL Server, Web Design, Visio, Team Leadership, Team Building, Analysis, Project Management, Customer Service, Strategic Planning, Project Planning, Process Improvement, Microsoft Office, Negotiation, Insurance, Quality Assurance, SDLC, Leadership, Requirements Analysis, Recruiting, Software Documentation, Access, Budgets, Business Process, Training, Risk Management, Business Requirements, CRM, Business Intelligence, Requirements Gathering, Data Analysis, Integration, SharePoint, Program Management, Databases, MS Project, Business Process..., Systems Analysis, Software Project..., Disaster Recovery, XML, IT Management, System Administration, Testing, Management, Software Development
Education
Eastern Kentucky University 1989 — 1993
B.A, Business Administration
Eastern Kentucky University 1988 — 1993
BA, Business Administration and CIS
Sheikh Khalifa Bin Zayed Arab Pakistani College 1983 — 1988
FSC, pre engineering
Transamerica Retirement Services April 2003 - Present
Kay Jewelers 1998 - 2005
penco 2001 - 2003
Zales jewelers 1996 - 1998
Securitas Security Services USA, Inc. 1993 - 1995
Skills
HTML, SQL, Layout Tools, CSV, Business Analysis, Microsoft SQL Server, Web Design, Visio, Team Leadership, Team Building, Analysis, Project Management, Customer Service, Strategic Planning, Project Planning, Process Improvement, Microsoft Office, Negotiation, Insurance, Quality Assurance, SDLC, Leadership, Requirements Analysis, Recruiting, Software Documentation, Access, Budgets, Business Process, Training, Risk Management, Business Requirements, CRM, Business Intelligence, Requirements Gathering, Data Analysis, Integration, SharePoint, Program Management, Databases, MS Project, Business Process..., Systems Analysis, Software Project..., Disaster Recovery, XML, IT Management, System Administration, Testing, Management, Software Development
Education
Eastern Kentucky University 1989 — 1993
B.A, Business Administration
Eastern Kentucky University 1988 — 1993
BA, Business Administration and CIS
Sheikh Khalifa Bin Zayed Arab Pakistani College 1983 — 1988
FSC, pre engineering
Mary Hagensick's Transamerica Retirement Services Experience 2010 - 2010
Job Sr. Administrative Assistant at Rockwell Collins
Industry Investment Management
Experience
Rockwell Collins June 2015 - Present
Shuttleworth & Ingersoll, P.L.C. March 2013 - May 2015
Berthel Fisher & Company Financial Services, Inc. February 2011 - November 2012
Transamerica Retirement Services 2010 - 2010
Transamerica Retirement Services 2009 - 2010
Transamerica Retirement Services 2008 - 2009
Transamerica Retirement Services 2006 - 2008
Transamerica Retirement Services 2005 - 2007
Transamerica Retirement Services 2004 - 2005
McLeod USA 2000 - 2004
Skills
Sales Management, CRM, Team Management, Office Administration, 401k, Series 6, Retirement, Investments, Relationship Management, Mutual Funds, Insurance, Employee Benefits, Sales, Management, Training
Education
Bellevue University 2013 — 2015
Bachelor's Degree, Human Resource Management
Kirkwood Community College 2004 — 2007
Management Development, Business Management and Human Resources
Rockwell Collins June 2015 - Present
Shuttleworth & Ingersoll, P.L.C. March 2013 - May 2015
Berthel Fisher & Company Financial Services, Inc. February 2011 - November 2012
Transamerica Retirement Services 2010 - 2010
Transamerica Retirement Services 2009 - 2010
Transamerica Retirement Services 2008 - 2009
Transamerica Retirement Services 2006 - 2008
Transamerica Retirement Services 2005 - 2007
Transamerica Retirement Services 2004 - 2005
McLeod USA 2000 - 2004
Skills
Sales Management, CRM, Team Management, Office Administration, 401k, Series 6, Retirement, Investments, Relationship Management, Mutual Funds, Insurance, Employee Benefits, Sales, Management, Training
Education
Bellevue University 2013 — 2015
Bachelor's Degree, Human Resource Management
Kirkwood Community College 2004 — 2007
Management Development, Business Management and Human Resources
Joe Rosenfield's Transamerica Retirement Services Experience April 2000 - August 2003
Job Princpial at Retirement Strategies Coop
Industry Financial Services
Experience
Retirement Strategies Co-op 2015 - Present
Benefit Innovations 2012 - Present
Academic Financial 2010 - 2012
Shylo Insurance Services 2005 - 2010
Entrust Administration January 2004 - January 2005
Transamerica Retirement Services April 2000 - August 2003
Self Employed 1991 - 2000
Crown Life Insurance 1984 - 1991
Skills
Organizational..., Organizational..., Public speaking, Sales Management, Sales Growth, Insurance, Disability Insurance, Fixed Annuities, 401k, Employee Benefits, Life Insurance, Health Insurance, Long-term Care, Retirement Planning, Retirement, Sales Process, Sales, Account Management, Marketing, Public Speaking, Pensions, Mutual Funds, Management, Defined Benefit, Team Building, Strategic Financial..., Qualified Retirement..., Financial Planning
Education
Miami University 1967 — 1971
Bachelor of Science (B.S.), Communications
Miami University
Bachelor of Science, Education/Communications
Retirement Strategies Co-op 2015 - Present
Benefit Innovations 2012 - Present
Academic Financial 2010 - 2012
Shylo Insurance Services 2005 - 2010
Entrust Administration January 2004 - January 2005
Transamerica Retirement Services April 2000 - August 2003
Self Employed 1991 - 2000
Crown Life Insurance 1984 - 1991
Skills
Organizational..., Organizational..., Public speaking, Sales Management, Sales Growth, Insurance, Disability Insurance, Fixed Annuities, 401k, Employee Benefits, Life Insurance, Health Insurance, Long-term Care, Retirement Planning, Retirement, Sales Process, Sales, Account Management, Marketing, Public Speaking, Pensions, Mutual Funds, Management, Defined Benefit, Team Building, Strategic Financial..., Qualified Retirement..., Financial Planning
Education
Miami University 1967 — 1971
Bachelor of Science (B.S.), Communications
Miami University
Bachelor of Science, Education/Communications
Jon Wainman's Transamerica Retirement Services Experience 2004 - 2007
Job Retirement Plan Counselor at American Funds
Industry Investment Management
Experience
American Funds May 2012 - Present
ING April 2007 - May 2012
Transamerica Retirement Services 2004 - 2007
Fifth Third Bank February 2003 - November 2004
Education
Indiana University - Kelley School of Business 1998 — 2002
BS, Marketing
American Funds May 2012 - Present
ING April 2007 - May 2012
Transamerica Retirement Services 2004 - 2007
Fifth Third Bank February 2003 - November 2004
Education
Indiana University - Kelley School of Business 1998 — 2002
BS, Marketing
Thomas P Brennan III, AIF's Transamerica Retirement Services Experience January 2009 - May 2013
Job Regional Vice President Emerging Markets at Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions June 2013 - Present
Transamerica Retirement Services January 2009 - May 2013
Fesnak and Associates, LLP July 2008 - December 2008
Lincoln Financial Group October 2006 - December 2007
Citigroup August 2002 - October 2006
Merrill Lynch Pierce Fenner & Smith August 1995 - August 2002
The Vanguard Group January 1992 - August 1995
Skills
401(k), ERISA, Defined Contribution, Defined Benefit, MEP, Taft-Hartley, Non-Qualified Deferred..., Income for Life, Sales Management, Marketing, Marketing Strategy, P&L Responsibility, Trade Compliance, Product Development, Production Managment, Product Marketing, Strategic Planning, Strategic Thinking, Channel Management, Qualified Retirement..., Financial Services, Mutual Funds, P&L Management, Retirement Plan..., 401k, Employee Benefits, Retirement, Series 7, Asset Allocation
Education
Bishop McDevitt High School
College Preparatory
Saint Joseph's University
B.A., Political Science
Transamerica Retirement Solutions June 2013 - Present
Transamerica Retirement Services January 2009 - May 2013
Fesnak and Associates, LLP July 2008 - December 2008
Lincoln Financial Group October 2006 - December 2007
Citigroup August 2002 - October 2006
Merrill Lynch Pierce Fenner & Smith August 1995 - August 2002
The Vanguard Group January 1992 - August 1995
Skills
401(k), ERISA, Defined Contribution, Defined Benefit, MEP, Taft-Hartley, Non-Qualified Deferred..., Income for Life, Sales Management, Marketing, Marketing Strategy, P&L Responsibility, Trade Compliance, Product Development, Production Managment, Product Marketing, Strategic Planning, Strategic Thinking, Channel Management, Qualified Retirement..., Financial Services, Mutual Funds, P&L Management, Retirement Plan..., 401k, Employee Benefits, Retirement, Series 7, Asset Allocation
Education
Bishop McDevitt High School
College Preparatory
Saint Joseph's University
B.A., Political Science
Andy Gorbenko's Transamerica Retirement Services Experience February 2008 - January 2010
Job Regional Sales Director West LA & Downtown at Empower Retirement
Industry Insurance
Experience
Great-West Retirement Services August 2013 - Present
Transamerica Retirement Services (Aegon subsidiary) January 2010 - August 2013
Transamerica Retirement Services February 2008 - January 2010
Transamerica April 2005 - February 2008
Skills
Series 63, Retirement, 401k, Mutual Funds, Retirement Planning, Pensions, Series 6, Investments, Asset Allocation, Profit Sharing, 401k Rollovers, Sales, Securities, Wealth Management, Financial Advisory, Qualified Retirement...
Education
University of California, Santa Barbara 2000 — 2005
Bachelor of Science (B.Sc.), Economics
Great-West Retirement Services August 2013 - Present
Transamerica Retirement Services (Aegon subsidiary) January 2010 - August 2013
Transamerica Retirement Services February 2008 - January 2010
Transamerica April 2005 - February 2008
Skills
Series 63, Retirement, 401k, Mutual Funds, Retirement Planning, Pensions, Series 6, Investments, Asset Allocation, Profit Sharing, 401k Rollovers, Sales, Securities, Wealth Management, Financial Advisory, Qualified Retirement...
Education
University of California, Santa Barbara 2000 — 2005
Bachelor of Science (B.Sc.), Economics
Christine Stenberg, CSM's Transamerica Retirement Services Experience October 2006 - June 2010
Job Manager, IT Services
Industry Consumer Goods
Experience
National Notary Association May 2011 - 2015
Community Career Development November 2010 - May 2011
Transamerica Retirement Services October 2006 - June 2010
LA Fellows 2010 - 2010
GE Money/ WMC Mortgage 2003 - 2006
CSC - Computer Sciences Corporation 1993 - 2003
MetLife 1993 - 2003
Skills
Program Management, Business Analysis, Leadership, Team Building, IT Service Management, IT Management, SDLC, Management, Process Improvement, Vendor Management, Project Management, Budgets, Enterprise Software, Training, ERP, IT Project & Program..., Outlook, Customer Service, Information Technology, Visio, Strategic Planning, Microsoft Office, Team Leadership
Education
Hartford College for Women
Associate of Arts (AA), Liberal Arts and Sciences/Liberal Studies
University of Connecticut
Biology/Biological Sciences, General
National Notary Association May 2011 - 2015
Community Career Development November 2010 - May 2011
Transamerica Retirement Services October 2006 - June 2010
LA Fellows 2010 - 2010
GE Money/ WMC Mortgage 2003 - 2006
CSC - Computer Sciences Corporation 1993 - 2003
MetLife 1993 - 2003
Skills
Program Management, Business Analysis, Leadership, Team Building, IT Service Management, IT Management, SDLC, Management, Process Improvement, Vendor Management, Project Management, Budgets, Enterprise Software, Training, ERP, IT Project & Program..., Outlook, Customer Service, Information Technology, Visio, Strategic Planning, Microsoft Office, Team Leadership
Education
Hartford College for Women
Associate of Arts (AA), Liberal Arts and Sciences/Liberal Studies
University of Connecticut
Biology/Biological Sciences, General
Tom Elam's Transamerica Retirement Services Experience November 2011 - Present
Job Project Manager New Business at Transamerica Retirement Services
Industry Financial Services
Experience
Transamerica Retirement Services November 2011 - Present
Fidelity Investments May 2006 - November 2011
Fidelity Investments April 1999 - May 2006
Skills
Investments, Risk Management, Business Analysis, Life Insurance, Process Improvement, Mutual Funds, Program Management, Insurance, Employee Benefits, Relationship Management, Financial Planners, Financial Analysis, MS Project
Education
Northern Kentucky University 1998 — 2000
Bachelor of Science, Public Administration
Cincinnati State Technical and Community College 1991 — 1993
Associate's degree, Ornamental Horticulture
Transamerica Retirement Services November 2011 - Present
Fidelity Investments May 2006 - November 2011
Fidelity Investments April 1999 - May 2006
Skills
Investments, Risk Management, Business Analysis, Life Insurance, Process Improvement, Mutual Funds, Program Management, Insurance, Employee Benefits, Relationship Management, Financial Planners, Financial Analysis, MS Project
Education
Northern Kentucky University 1998 — 2000
Bachelor of Science, Public Administration
Cincinnati State Technical and Community College 1991 — 1993
Associate's degree, Ornamental Horticulture
Lisa Kinard Brown's Transamerica Retirement Services Experience September 2007 - April 2013
Job Managing Director Emerging Markets
Industry Financial Services
Experience
Mass Mutual April 2013 - Present
Transamerica Retirement Services September 2007 - April 2013
John Hancock October 2003 - October 2007
Enterprise Capital November 1997 - October 2003
Enterprise Capital Managment 1997 - October 2003
Enterprise Group of Funds 1997 - 2003
AXA Enterprise 1997 - 2002
Enterprise Capital Management 1997 - 2002
Skills
401k, Mutual Funds, Series 6, Retirement Planning, Retirement, Retirement Plan..., Investments, Asset Allocation, Defined Benefit, Series 63
Education
College of Charleston 1990 — 1997
Bachelor's of Science, Business Administration and Management, General
Mass Mutual April 2013 - Present
Transamerica Retirement Services September 2007 - April 2013
John Hancock October 2003 - October 2007
Enterprise Capital November 1997 - October 2003
Enterprise Capital Managment 1997 - October 2003
Enterprise Group of Funds 1997 - 2003
AXA Enterprise 1997 - 2002
Enterprise Capital Management 1997 - 2002
Skills
401k, Mutual Funds, Series 6, Retirement Planning, Retirement, Retirement Plan..., Investments, Asset Allocation, Defined Benefit, Series 63
Education
College of Charleston 1990 — 1997
Bachelor's of Science, Business Administration and Management, General
José Delgadillo's Transamerica Retirement Services Experience October 2004 - July 2010
Job Director Talent Acquisition at Leadership for Educational Equity
Industry Education Management
Experience
Leadership for Educational Equity December 2014 - Present
The Broad Center for the Management of School Systems July 2012 - November 2014
Union Bank August 2010 - July 2012
Transamerica Retirement Services October 2004 - July 2010
CMS BondEdge July 2003 - October 2004
Interactive Data Corporation Fixed Income Analytics July 2003 - October 2004
Transamerica Retirement Services May 2001 - June 2003
Skills
M&A due diligence, Revenue Modeling, Market Research, Data Analysis, Customer Profitability, Financial Modeling, Financial Analysis, Competitive Analysis, Business Strategy, Project Management, Strategic Planning, Cross-functional Team..., Analytics, Forecasting, Strategy, Analysis, Operations Management, Recruiting, Business Process, Business Analysis
Education
University of California, Los Angeles - The Anderson School of Management 2007 — 2010
MBA, Finance, General
University of Southern California 1999 — 2003
BA, Economics, Political Science (Double Major)
Leadership for Educational Equity December 2014 - Present
The Broad Center for the Management of School Systems July 2012 - November 2014
Union Bank August 2010 - July 2012
Transamerica Retirement Services October 2004 - July 2010
CMS BondEdge July 2003 - October 2004
Interactive Data Corporation Fixed Income Analytics July 2003 - October 2004
Transamerica Retirement Services May 2001 - June 2003
Skills
M&A due diligence, Revenue Modeling, Market Research, Data Analysis, Customer Profitability, Financial Modeling, Financial Analysis, Competitive Analysis, Business Strategy, Project Management, Strategic Planning, Cross-functional Team..., Analytics, Forecasting, Strategy, Analysis, Operations Management, Recruiting, Business Process, Business Analysis
Education
University of California, Los Angeles - The Anderson School of Management 2007 — 2010
MBA, Finance, General
University of Southern California 1999 — 2003
BA, Economics, Political Science (Double Major)
Bill Hayward's Transamerica Retirement Services Experience December 2010 - March 2013
Job Regional Vice President at Voya Financial
Industry Financial Services
Experience
Voya Financial September 2014 - Present
ING U.S. March 2013 - September 2014
Transamerica Retirement Services December 2010 - March 2013
SACTO- Sacramento Area Commerce and Trade Organization July 2009 - December 2010
Capital Planning Advisors, Inc June 2005 - December 2010
Citibank January 2002 - January 2003
E*TRADE Financial February 2000 - August 2001
Education
California State University-Sacramento 2006 — 2007
Masters of Business Administration, Business
California State University-Sacramento 1999 — 2001
B.A., Finance/Investments
De Anza College 1996 — 1999
A.A., General Studies
Voya Financial September 2014 - Present
ING U.S. March 2013 - September 2014
Transamerica Retirement Services December 2010 - March 2013
SACTO- Sacramento Area Commerce and Trade Organization July 2009 - December 2010
Capital Planning Advisors, Inc June 2005 - December 2010
Citibank January 2002 - January 2003
E*TRADE Financial February 2000 - August 2001
Education
California State University-Sacramento 2006 — 2007
Masters of Business Administration, Business
California State University-Sacramento 1999 — 2001
B.A., Finance/Investments
De Anza College 1996 — 1999
A.A., General Studies
Maria Romo's Transamerica Retirement Services Experience June 2000 - December 2005
Job Director of CAMG Training at SolarCity
Industry Renewables & Environment
Experience
SolarCity February 2014 - Present
SolarCity July 2013 - January 2014
SolarCity May 2012 - June 2013
SolarCity July 2010 - April 2012
SolarCity January 2010 - June 2010
SolarCity July 2008 - December 2009
Bank of America December 2005 - November 2007
Transamerica Retirement Services June 2000 - December 2005
Cornerstone Benefits May 1997 - September 1999
Skills
Solar Energy, Energy, Photovoltaics, Renewable Energy, Cleantech, Alternative Energy, Energy Efficiency, Sustainable Energy, Energy Policy, Sales, Project Management, Contract Negotiation, Energy Conservation, Green Building, Solar PV, Sustainability, Sustainable Business
Education
California State University-Fullerton 1994 — 1996
BA in Business Administration, Concentration in Finance; Emphasis in Investments and Financial Planning
Fullerton College 1991 — 1994
AA in Business Administration, Business
SolarCity February 2014 - Present
SolarCity July 2013 - January 2014
SolarCity May 2012 - June 2013
SolarCity July 2010 - April 2012
SolarCity January 2010 - June 2010
SolarCity July 2008 - December 2009
Bank of America December 2005 - November 2007
Transamerica Retirement Services June 2000 - December 2005
Cornerstone Benefits May 1997 - September 1999
Skills
Solar Energy, Energy, Photovoltaics, Renewable Energy, Cleantech, Alternative Energy, Energy Efficiency, Sustainable Energy, Energy Policy, Sales, Project Management, Contract Negotiation, Energy Conservation, Green Building, Solar PV, Sustainability, Sustainable Business
Education
California State University-Fullerton 1994 — 1996
BA in Business Administration, Concentration in Finance; Emphasis in Investments and Financial Planning
Fullerton College 1991 — 1994
AA in Business Administration, Business
Jonathan Irish's Transamerica Retirement Services Experience March 2007 - January 2015
Job Vice President & Relationship Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo January 2015 - Present
Transamerica Retirement Services March 2007 - January 2015
Skills
CRM, Customer Service, Sales, Investments, Insurance, Financial Services
Education
Bates College 1994 — 1998
Bachelor of Arts (B.A.), Economics
Wells Fargo January 2015 - Present
Transamerica Retirement Services March 2007 - January 2015
Skills
CRM, Customer Service, Sales, Investments, Insurance, Financial Services
Education
Bates College 1994 — 1998
Bachelor of Arts (B.A.), Economics
Randy Sandiforth's Transamerica Retirement Services Experience 2011 - Present
Job Project Manager Installation Services at Transamerica Retirement Services
Industry Professional Training & Coaching
Experience
Transamerica Retirement Services 2011 - Present
closet factory 2008 - June 2011
Education
California State University-Los Angeles 1979 — 1983
pacific christian high school 1973 — 1977
Transamerica Retirement Services 2011 - Present
closet factory 2008 - June 2011
Education
California State University-Los Angeles 1979 — 1983
pacific christian high school 1973 — 1977
Julie Jarabek's Transamerica Retirement Services Experience July 2009 - February 2010
Job Associate Vice President Client Relationship Development
Industry Financial Services
Experience
Transamerica Retirement Solutions June 2000 - Present
Diversified and Transamerica Retirement Services February 2010 - May 2012
Transamerica Retirement Services July 2009 - February 2010
Diversified Investment Advisors June 2001 - July 2009
Transamerica March 1999 - June 2000
Mutual of Omaha 1995 - 1999
Skills
401k, Defined Benefit, Series 6, Retirement, Series 63, Pensions, Investments, Retirement Planning, Profit Sharing, Asset Allocation, Management, Fixed Income, Leadership, Relationship Management, Series 24, Financial Services, Uniform Combined State..., Strategic Financial..., Wealth Management, Defined Contribution, Budgets, Securities, FINRA, Investment Strategies, Series 65, Variable Annuities, Health Insurance, 403 b, Financial Markets, Bonds, New Business Development, Qualified Retirement...
Education
Illinois Wesleyan University 1977 — 1981
Bachelor of Business Administration (B.B.A.), Sociology as a second major
Lyons Township High School 1973 — 1977
Transamerica Retirement Solutions June 2000 - Present
Diversified and Transamerica Retirement Services February 2010 - May 2012
Transamerica Retirement Services July 2009 - February 2010
Diversified Investment Advisors June 2001 - July 2009
Transamerica March 1999 - June 2000
Mutual of Omaha 1995 - 1999
Skills
401k, Defined Benefit, Series 6, Retirement, Series 63, Pensions, Investments, Retirement Planning, Profit Sharing, Asset Allocation, Management, Fixed Income, Leadership, Relationship Management, Series 24, Financial Services, Uniform Combined State..., Strategic Financial..., Wealth Management, Defined Contribution, Budgets, Securities, FINRA, Investment Strategies, Series 65, Variable Annuities, Health Insurance, 403 b, Financial Markets, Bonds, New Business Development, Qualified Retirement...
Education
Illinois Wesleyan University 1977 — 1981
Bachelor of Business Administration (B.B.A.), Sociology as a second major
Lyons Township High School 1973 — 1977
Linda Wong's Transamerica Retirement Services Experience March 2008 - July 2009
Job Information Technology Professional
Industry Information Technology and Services
Experience
Parsons June 2013 - Present
Bank of America February 2012 - March 2013
East Los Angeles College July 2011 - September 2011
Green Dot Corporaton July 2009 - September 2011
Inter-Act April 2011 - June 2011
Transamerica Retirement Services March 2008 - July 2009
Countrywide Home Loans March 2004 - March 2008
American Funds March 1998 - March 2004
Skills
SQL, Visual Basic, Microsoft SQL Server, Windows, C++, Lotus Notes, Mainframe, Microsoft Excel, Programming Languages, C, DOS, Microsoft Word, SharePoint, Scrum, Software Project..., MS Project, Access, Requirements Analysis, Visio, Analysis, Quality Assurance, Training, Budgets, Software Documentation, Security, Integration, Data Modeling, SDLC, Disaster Recovery, Management, Project Management, Databases, Agile Methodologies, Business Analysis, Unix, Data Analysis, Information Technology, Requirements Gathering, Vendor Management, Business Intelligence, Business Process, Process Improvement, PMP, IT Strategy, Systems Analysis, Software Development, Data Warehousing, Microsoft Project, Project Portfolio...
Education
Stanford University 1994 — 1995
MS, Industrial Engineering
University of California, Berkeley 1990 — 1994
BS, Industrial Engineering & Operations Research
East Los Angeles College 2011 — 2011
Certificate, Hitech Technical and Implementation Support Specialist Program
Parsons June 2013 - Present
Bank of America February 2012 - March 2013
East Los Angeles College July 2011 - September 2011
Green Dot Corporaton July 2009 - September 2011
Inter-Act April 2011 - June 2011
Transamerica Retirement Services March 2008 - July 2009
Countrywide Home Loans March 2004 - March 2008
American Funds March 1998 - March 2004
Skills
SQL, Visual Basic, Microsoft SQL Server, Windows, C++, Lotus Notes, Mainframe, Microsoft Excel, Programming Languages, C, DOS, Microsoft Word, SharePoint, Scrum, Software Project..., MS Project, Access, Requirements Analysis, Visio, Analysis, Quality Assurance, Training, Budgets, Software Documentation, Security, Integration, Data Modeling, SDLC, Disaster Recovery, Management, Project Management, Databases, Agile Methodologies, Business Analysis, Unix, Data Analysis, Information Technology, Requirements Gathering, Vendor Management, Business Intelligence, Business Process, Process Improvement, PMP, IT Strategy, Systems Analysis, Software Development, Data Warehousing, Microsoft Project, Project Portfolio...
Education
Stanford University 1994 — 1995
MS, Industrial Engineering
University of California, Berkeley 1990 — 1994
BS, Industrial Engineering & Operations Research
East Los Angeles College 2011 — 2011
Certificate, Hitech Technical and Implementation Support Specialist Program
Jennifer Sides's Transamerica Retirement Services Experience December 2007 - Present
Job Internal Wholesaler at Transamerica Retirement Services
Industry Financial Services
Experience
Transamerica Retirement Services December 2007 - Present
RBC Centura June 2006 - August 2007
Wachovia Bank February 2003 - June 2006
Education
Kennesaw State University 2001 — 2002
Georgia College and State University 1999 — 2001
Transamerica Retirement Services December 2007 - Present
RBC Centura June 2006 - August 2007
Wachovia Bank February 2003 - June 2006
Education
Kennesaw State University 2001 — 2002
Georgia College and State University 1999 — 2001
Kent Callahan's Transamerica Retirement Services Experience January 2003 - January 2009
Job President & CEO at Transamerica, Investments & Retirement Division
Industry Investment Management
Experience
Transamerica, Investments & Retirement Division July 2014 - Present
Transamerica Employer Solutions & Pensions Division January 2009 - June 2014
Transamerica Retirement Services January 2003 - January 2009
Skills
401k, Pensions, Retirement, Retirement Planning, Financial Services, Profit Sharing, Fixed Annuities, Leadership, Mutual Funds, Portfolio Management, IRAs, Defined Benefit, ERISA, Relationship Management, Management, Investment Advisory, Series 63, Investments, Life Insurance
Education
Ohio Wesleyan University 1978 — 1982
Bachelor's Degree, Political Science
Transamerica, Investments & Retirement Division July 2014 - Present
Transamerica Employer Solutions & Pensions Division January 2009 - June 2014
Transamerica Retirement Services January 2003 - January 2009
Skills
401k, Pensions, Retirement, Retirement Planning, Financial Services, Profit Sharing, Fixed Annuities, Leadership, Mutual Funds, Portfolio Management, IRAs, Defined Benefit, ERISA, Relationship Management, Management, Investment Advisory, Series 63, Investments, Life Insurance
Education
Ohio Wesleyan University 1978 — 1982
Bachelor's Degree, Political Science
Carey Lindsey, APA, QKA, AIF's Transamerica Retirement Services Experience January 2007 - February 2012
Job Regional Sales Director at Empower Retirement
Industry Financial Services
Experience
Great-West Retirement Services March 2012 - Present
Transamerica Retirement Services January 2007 - February 2012
Loren D. Stark Company, Inc. March 1996 - December 2006
Skills
Pensions, Sales, Retirement, Profit Sharing, Investments, 401k, Retirement Planning, Defined Benefit, Asset Allocation, ERISA, Retirement Plan..., Series 7, Series 63, Series 6, Mutual Funds
Education
University of New Orleans 1994 — 1995
Bachelor of Science (B.S.), Finance, General
Louisiana State University 1990 — 1994
Great-West Retirement Services March 2012 - Present
Transamerica Retirement Services January 2007 - February 2012
Loren D. Stark Company, Inc. March 1996 - December 2006
Skills
Pensions, Sales, Retirement, Profit Sharing, Investments, 401k, Retirement Planning, Defined Benefit, Asset Allocation, ERISA, Retirement Plan..., Series 7, Series 63, Series 6, Mutual Funds
Education
University of New Orleans 1994 — 1995
Bachelor of Science (B.S.), Finance, General
Louisiana State University 1990 — 1994
Jeff Zyonse's Transamerica Retirement Services Experience October 2012 - Present
Job Regional Vice President at Transamerica
Industry Investment Management
Experience
Transamerica Retirement Services October 2012 - Present
The Hartford November 1998 - October 2012
Great-West Life May 1995 - October 1998
Southwestern Company June 1991 - August 1993
Skills
401k, Series 63, Series 7, Profit Sharing, Mutual Funds, Retirement Plan..., Defined Benefit, Retirement Planning, Pensions, Defined Contribution, Employee Benefits, ERISA, Financial Advisory, Retirement, Life Insurance
Education
Michigan State University 1990 — 1994
Bachelor of Arts (B.A.), Marketing
Transamerica Retirement Services October 2012 - Present
The Hartford November 1998 - October 2012
Great-West Life May 1995 - October 1998
Southwestern Company June 1991 - August 1993
Skills
401k, Series 63, Series 7, Profit Sharing, Mutual Funds, Retirement Plan..., Defined Benefit, Retirement Planning, Pensions, Defined Contribution, Employee Benefits, ERISA, Financial Advisory, Retirement, Life Insurance
Education
Michigan State University 1990 — 1994
Bachelor of Arts (B.A.), Marketing
Pat Connick's Transamerica Retirement Services Experience December 2005 - December 2009
Job SVP, Marketing Strategy & Planning at Transamerica, Investments & Retirement
Industry Financial Services
Experience
Transamerica, Investments & Retirement May 2015 - Present
Transamerica, Investments & Retirement September 2012 - Present
Transamerica, Employer Solutions & Pensions January 2010 - September 2012
Transamerica Retirement Services December 2005 - December 2009
Spectrem Group April 2004 - December 2005
AMVESCAP Retirement, Inc. March 2000 - April 2004
Skills
Investments, Retirement, Defined Benefit, Financial Services, Relationship Management, Strategic Planning, New Business Development, Defined Contribution, Market Research, Marketing Strategy, Business Strategy, Market Analytics, Strategic Communications, Employee Benefits
Education
Georgia Institute of Technology - Georgia Tech College of Management 1996 — 1998
MBA, Finance
Stanford University 1988 — 1992
BSME, Product Design
Transamerica, Investments & Retirement May 2015 - Present
Transamerica, Investments & Retirement September 2012 - Present
Transamerica, Employer Solutions & Pensions January 2010 - September 2012
Transamerica Retirement Services December 2005 - December 2009
Spectrem Group April 2004 - December 2005
AMVESCAP Retirement, Inc. March 2000 - April 2004
Skills
Investments, Retirement, Defined Benefit, Financial Services, Relationship Management, Strategic Planning, New Business Development, Defined Contribution, Market Research, Marketing Strategy, Business Strategy, Market Analytics, Strategic Communications, Employee Benefits
Education
Georgia Institute of Technology - Georgia Tech College of Management 1996 — 1998
MBA, Finance
Stanford University 1988 — 1992
BSME, Product Design
David Pierson's Transamerica Retirement Services Experience September 2008 - February 2011
Job Global Digital Licensing Executive at National Geographic Creative
Industry Marketing and Advertising
Experience
National Geographic Creative February 2013 - Present
National Geographic Digital Motion February 2011 - February 2013
Transamerica Retirement Services September 2008 - February 2011
Magellan Navigation September 2006 - September 2008
TWI Group January 2002 - September 2005
USi December 1999 - May 2001
JCB March 1998 - December 1999
Northrop Grumman June 1987 - March 1998
Skills
Marketing Communications, Integrated Marketing, Strategic Communications, Localization, Partnership Management, Direct Sales, Event Planning, Marketing Strategy, Partner Management, Branding & Identity, Content Development, Copywriting, Event Management, Social Media, Business Development, Brand Awareness, International Sales, Digital Media, New Media, Advertising, Internal Communications, Lead Generation, Corporate Branding, Marketing, Multi-channel Marketing, Competitive Analysis, Brand Development, Corporate Communications, Brand Management, Public Relations, Product Development, Digital Marketing, Content Strategy, Digital Strategy, Marketing Management, Direct Marketing, Segmentation, International Marketing, B2B Marketing, Broadcast, Website Development, Strategic Planning, Video, Online Advertising, Email Marketing, Strategic Partnerships, Sales, Product Marketing, Online Marketing, Content Management
Education
Syracuse University
Bachelor of Science, Magazine Journalism
National Geographic Creative February 2013 - Present
National Geographic Digital Motion February 2011 - February 2013
Transamerica Retirement Services September 2008 - February 2011
Magellan Navigation September 2006 - September 2008
TWI Group January 2002 - September 2005
USi December 1999 - May 2001
JCB March 1998 - December 1999
Northrop Grumman June 1987 - March 1998
Skills
Marketing Communications, Integrated Marketing, Strategic Communications, Localization, Partnership Management, Direct Sales, Event Planning, Marketing Strategy, Partner Management, Branding & Identity, Content Development, Copywriting, Event Management, Social Media, Business Development, Brand Awareness, International Sales, Digital Media, New Media, Advertising, Internal Communications, Lead Generation, Corporate Branding, Marketing, Multi-channel Marketing, Competitive Analysis, Brand Development, Corporate Communications, Brand Management, Public Relations, Product Development, Digital Marketing, Content Strategy, Digital Strategy, Marketing Management, Direct Marketing, Segmentation, International Marketing, B2B Marketing, Broadcast, Website Development, Strategic Planning, Video, Online Advertising, Email Marketing, Strategic Partnerships, Sales, Product Marketing, Online Marketing, Content Management
Education
Syracuse University
Bachelor of Science, Magazine Journalism
Julianne Nachtrab's Transamerica Retirement Services Experience January 2006 - May 2007
Job Corporate Trainer and Instructional Designer
Industry Education Management
Experience
Barkley Court Reporters April 2013 - Present
DaVita Healthcare Partners April 2012 - January 2013
Agile 1 March 2009 - October 2011
CB Richard Ellis June 2008 - December 2008
Maritz (on assignment for Aquent) January 2008 - June 2008
DirecTV (on assignment for Ultimate Staffing) May 2007 - October 2007
Transamerica Retirement Services January 2006 - May 2007
Skills
SharePoint..., Teamsite Content..., HTML + CSS, Advanced MS Word, PowerPoint, Basic Excel, Blackboard, AP Style, Chicago Manual Style, APA Style, Training Manuals, Photoshop, Writing, Editing, Content Management, Customer Service, Dreamweaver, Microsoft Office, Copywriting, Research, Visio, Marketing Strategy, Customer Relations, Technical Writing, Marketing Communications, SharePoint, Instructional Design, SEO, Outlook, Event Planning, Administration, Online Marketing, Email Marketing, Corporate Communications, Excel, Microsoft Excel, Needs Analysis
Education
University of Southern California 2009 — 2011
Master's Degree, Educational Psychology/Information Technology
Insurance Institute of America (IIA) 2004 — 2005
Certificate, General Insurance
Northwestern University 1984 — 1987
Bachelor's of Science, Communications
Barkley Court Reporters April 2013 - Present
DaVita Healthcare Partners April 2012 - January 2013
Agile 1 March 2009 - October 2011
CB Richard Ellis June 2008 - December 2008
Maritz (on assignment for Aquent) January 2008 - June 2008
DirecTV (on assignment for Ultimate Staffing) May 2007 - October 2007
Transamerica Retirement Services January 2006 - May 2007
Skills
SharePoint..., Teamsite Content..., HTML + CSS, Advanced MS Word, PowerPoint, Basic Excel, Blackboard, AP Style, Chicago Manual Style, APA Style, Training Manuals, Photoshop, Writing, Editing, Content Management, Customer Service, Dreamweaver, Microsoft Office, Copywriting, Research, Visio, Marketing Strategy, Customer Relations, Technical Writing, Marketing Communications, SharePoint, Instructional Design, SEO, Outlook, Event Planning, Administration, Online Marketing, Email Marketing, Corporate Communications, Excel, Microsoft Excel, Needs Analysis
Education
University of Southern California 2009 — 2011
Master's Degree, Educational Psychology/Information Technology
Insurance Institute of America (IIA) 2004 — 2005
Certificate, General Insurance
Northwestern University 1984 — 1987
Bachelor's of Science, Communications
Jody Ackerman's Transamerica Retirement Services Experience September 2002 - December 2006
Job Regional Vice President
Industry Financial Services
Experience
John Hancock Financial Services August 2015 - Present
Principal Financial Group April 2012 - August 2015
Principal Financial Group January 2007 - April 2012
Transamerica Retirement Services September 2002 - December 2006
Nationwide Financial 2001 - 2002
Skills
401k, Defined Benefit, ESOP, Non-Qualified Deferred..., Series 7, Pensions, Retirement, Profit Sharing, Retirement Services, ERISA, Plan Design
Education
The Ohio State University Fisher College of Business 1992 — 1996
BS, Business - Finance
John Hancock Financial Services August 2015 - Present
Principal Financial Group April 2012 - August 2015
Principal Financial Group January 2007 - April 2012
Transamerica Retirement Services September 2002 - December 2006
Nationwide Financial 2001 - 2002
Skills
401k, Defined Benefit, ESOP, Non-Qualified Deferred..., Series 7, Pensions, Retirement, Profit Sharing, Retirement Services, ERISA, Plan Design
Education
The Ohio State University Fisher College of Business 1992 — 1996
BS, Business - Finance
John Low's Transamerica Retirement Services Experience April 2010 - Present
Job Regional Vice President at Transamerica Retirement Services
Industry Financial Services
Experience
Transamerica Retirement Services April 2010 - Present
Nationwide Financial September 2004 - April 2010
Nationwide Financial February 2003 - September 2004
Skills
Series 6, Series 63, 401k
Education
Bowling Green State University 1996 — 2001
BSBA, Finance
Transamerica Retirement Services April 2010 - Present
Nationwide Financial September 2004 - April 2010
Nationwide Financial February 2003 - September 2004
Skills
Series 6, Series 63, 401k
Education
Bowling Green State University 1996 — 2001
BSBA, Finance
Chris Napoli's Transamerica Retirement Services Experience September 2003 - Present
Job Associate VP Sales Systems at Transamerica Retirement Services
Industry Financial Services
Experience
Transamerica Retirement Services September 2003 - Present
Education
University of Iowa 1997 — 2003
Masters, Accounting & MIS
Transamerica Retirement Services September 2003 - Present
Education
University of Iowa 1997 — 2003
Masters, Accounting & MIS
Bert Brandt's Transamerica Retirement Services Experience January 1995 - August 2002
Job Retired at Boca Raton FL
Industry Writing and Editing
Experience
Boca Raton FL September 2011 - Present
Kiwanis Club of Walnut Valley June 1993 - September 2011
BrandtCo Services July 2005 - August 2011
World Financial Group July 2003 - June 2008
Transamerica Retirement Services January 1995 - August 2002
Skills
Training, Retirement Planning, Fixed Annuities, Life Insurance, Disability Insurance, IRAs, Mutual Funds, Health Insurance, Time Management, Long Term Care Insurance, Project Planning, Personal Finance
Education
Baruch College, City University of New York (CUNY) 1969 — 1975
BA, English, History, Business
Bernard M Baruch College of the City University of New York
Bachelor of Arts (B.A.), English Language and Literature, General
Boca Raton FL September 2011 - Present
Kiwanis Club of Walnut Valley June 1993 - September 2011
BrandtCo Services July 2005 - August 2011
World Financial Group July 2003 - June 2008
Transamerica Retirement Services January 1995 - August 2002
Skills
Training, Retirement Planning, Fixed Annuities, Life Insurance, Disability Insurance, IRAs, Mutual Funds, Health Insurance, Time Management, Long Term Care Insurance, Project Planning, Personal Finance
Education
Baruch College, City University of New York (CUNY) 1969 — 1975
BA, English, History, Business
Bernard M Baruch College of the City University of New York
Bachelor of Arts (B.A.), English Language and Literature, General
Barbara Cantello's Transamerica Retirement Services Experience March 2006 - April 2012
Job Vice President, Sr Relationship Manager
Industry Financial Services
Experience
Nationwide Financial April 2012 - Present
Transamerica Retirement Services March 2006 - April 2012
Merrill Lynch January 1987 - January 2006
Skills
401k, Retirement, ERISA, Series 63, Retirement Planning, Series 6, Defined Benefit, Financial Services, Mutual Funds, 401k Rollovers, Retirement Plan..., Financial Advisory, Defined Contribution, Investments, Qualified Retirement..., Series 7, Asset Allocation, FINRA, IRAs, Series 65, Pensions, Securities, Investment Advisory, Fixed Annuities, Wealth Management, Relationship Management
Education
Bloomsburg University of Pennsylvania 1981 — 1985
Business Administration and Management, General
Nationwide Financial April 2012 - Present
Transamerica Retirement Services March 2006 - April 2012
Merrill Lynch January 1987 - January 2006
Skills
401k, Retirement, ERISA, Series 63, Retirement Planning, Series 6, Defined Benefit, Financial Services, Mutual Funds, 401k Rollovers, Retirement Plan..., Financial Advisory, Defined Contribution, Investments, Qualified Retirement..., Series 7, Asset Allocation, FINRA, IRAs, Series 65, Pensions, Securities, Investment Advisory, Fixed Annuities, Wealth Management, Relationship Management
Education
Bloomsburg University of Pennsylvania 1981 — 1985
Business Administration and Management, General
Ray Beattie's Transamerica Retirement Services Experience March 2012 - Present
Job Regional Vice President at Transamerica Retirement Services
Industry Financial Services
Experience
Transamerica Retirement Services March 2012 - Present
ADP November 2010 - April 2012
Morgan Stanley Smith Barney June 2009 - October 2010
Banc of America Investment Services May 2008 - March 2009
Romney for President, Inc. 2007 - 2008
The Commonwealth of MA -- Executive Office March 2006 - January 2007
The Commonwealth of MA -- Office of Sen. Brian Lees April 2005 - March 2006
Kerry Healey for Governor 2006 - 2006
Skills
Retirement, Investments, 401k, Series 7, Finance, Fixed Annuities, Series 6, Wealth Management, Series 63, Retirement Planning, Leadership, Mutual Funds, Securities, Management, Financial Services, Asset Allocation
Education
Boston College 1998 — 2002
BA, Communications
Northfield Mt. Hermon School 1996 — 1998
Longmeadow High School 1994 — 1996
Transamerica Retirement Services March 2012 - Present
ADP November 2010 - April 2012
Morgan Stanley Smith Barney June 2009 - October 2010
Banc of America Investment Services May 2008 - March 2009
Romney for President, Inc. 2007 - 2008
The Commonwealth of MA -- Executive Office March 2006 - January 2007
The Commonwealth of MA -- Office of Sen. Brian Lees April 2005 - March 2006
Kerry Healey for Governor 2006 - 2006
Skills
Retirement, Investments, 401k, Series 7, Finance, Fixed Annuities, Series 6, Wealth Management, Series 63, Retirement Planning, Leadership, Mutual Funds, Securities, Management, Financial Services, Asset Allocation
Education
Boston College 1998 — 2002
BA, Communications
Northfield Mt. Hermon School 1996 — 1998
Longmeadow High School 1994 — 1996
Geoff Bates, CFP®'s Transamerica Retirement Services Experience August 2000 - March 2002
Job Owner, Bates Insurance Services
Industry Insurance
Experience
Bates Insurance Services Sales DirectorTransamerica Insurance & Investment GroupMarch 2002 - March 2006
Transamerica 2002 - 2006
Transamerica Retirement Services August 2000 - March 2002
AIG SunAmerica January 1997 - March 2000
AIG Sunameirca 1997 - 2000
Education
Humboldt State University 1989 — 1994
Accounting & Finance
Bates Insurance Services Sales DirectorTransamerica Insurance & Investment GroupMarch 2002 - March 2006
Transamerica 2002 - 2006
Transamerica Retirement Services August 2000 - March 2002
AIG SunAmerica January 1997 - March 2000
AIG Sunameirca 1997 - 2000
Education
Humboldt State University 1989 — 1994
Accounting & Finance
Michele Beers Wyatt, ARPC, AIF's Transamerica Retirement Services Experience December 2007 - December 2013
Job Regional Sales Director at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group January 2014 - Present
Transamerica Retirement Services December 2007 - December 2013
Hartford Life 2003 - 2007
GoldK 2001 - 2003
American Skandia 1993 - 2000
Skills
Mutual Funds, Series 6, Series 63, Annuities, Retirement Plans, Investments, Series 7, 401k, Insurance, Asset Allocation, Financial Advisory, Fixed Annuities, Retirement Planning, Series 24, Financial Services, Sales, Retirement, Wealth Management, FINRA, Defined Benefit, Variable Annuities, IRAs, Series 65, Separately Managed...
Education
Eastern Connecticut State University 1986 — 1990
St. Joseph High School
Lincoln Financial Group January 2014 - Present
Transamerica Retirement Services December 2007 - December 2013
Hartford Life 2003 - 2007
GoldK 2001 - 2003
American Skandia 1993 - 2000
Skills
Mutual Funds, Series 6, Series 63, Annuities, Retirement Plans, Investments, Series 7, 401k, Insurance, Asset Allocation, Financial Advisory, Fixed Annuities, Retirement Planning, Series 24, Financial Services, Sales, Retirement, Wealth Management, FINRA, Defined Benefit, Variable Annuities, IRAs, Series 65, Separately Managed...
Education
Eastern Connecticut State University 1986 — 1990
St. Joseph High School
DuPree Ballew's Transamerica Retirement Services Experience January 2008 - February 2010
Job Regional Vice President, Retirement Plans at Ohio National Financial Services
Industry Financial Services
Experience
Ohio National Financial Services December 2012 - Present
ADP August 2010 - December 2011
Creative Retirement Systems February 2010 - August 2010
Transamerica Retirement Services January 2008 - February 2010
Transamerica April 2004 - February 2008
Diversified Investment Advisors March 2000 - April 2004
Diversified Investment Advisors June 1998 - March 2000
Skills
Customer Relations, Series 6, Series 63, 401k, Retirement Services, Business Development, Asset Allocation, Customer Service, Employee Benefits, Financial Services, Fixed Annuities, Insurance, Investments, Leadership, Retirement
Education
Mount Mercy University 2002 — 2004
Bachelor of Science, Business Management
Ohio National Financial Services December 2012 - Present
ADP August 2010 - December 2011
Creative Retirement Systems February 2010 - August 2010
Transamerica Retirement Services January 2008 - February 2010
Transamerica April 2004 - February 2008
Diversified Investment Advisors March 2000 - April 2004
Diversified Investment Advisors June 1998 - March 2000
Skills
Customer Relations, Series 6, Series 63, 401k, Retirement Services, Business Development, Asset Allocation, Customer Service, Employee Benefits, Financial Services, Fixed Annuities, Insurance, Investments, Leadership, Retirement
Education
Mount Mercy University 2002 — 2004
Bachelor of Science, Business Management
Corey Larsen's Transamerica Retirement Services Experience May 2007 - August 2012
Job Sales Project Manager at MediaQuest Signs
Industry Marketing and Advertising
Experience
MediaQuest Signs August 2012 - Present
Transamerica Retirement Services May 2007 - August 2012
Wells Fargo Home Mortgage May 2001 - May 2007
Skills
Leadership, Customer Service, Management, Sales, Sales Management, Strategic Planning
Education
Coe College 1997 — 2001
Bachelor of Arts, Bussiness Administration
MediaQuest Signs August 2012 - Present
Transamerica Retirement Services May 2007 - August 2012
Wells Fargo Home Mortgage May 2001 - May 2007
Skills
Leadership, Customer Service, Management, Sales, Sales Management, Strategic Planning
Education
Coe College 1997 — 2001
Bachelor of Arts, Bussiness Administration
Christopher Blass's Transamerica Retirement Services Experience June 2002 - September 2006
Job Relationship Manager and Vice President at PNC Wealth Management
Industry Financial Services
Experience
PNC March 2012 - Present
Securian Financial Group September 2006 - March 2012
Transamerica Retirement Services June 2002 - September 2006
BlackRock January 1998 - June 2002
Education
Ohio University 1984 — 1988
Communications, Communications/History
Upper St. Clair HS
Upper St. Clair HS
PNC March 2012 - Present
Securian Financial Group September 2006 - March 2012
Transamerica Retirement Services June 2002 - September 2006
BlackRock January 1998 - June 2002
Education
Ohio University 1984 — 1988
Communications, Communications/History
Upper St. Clair HS
Upper St. Clair HS
Art Lustig's Transamerica Retirement Services Experience 2004 - 2007
Job Business Development/Retirement Consultant at National Automobile Dealers Association
Industry Financial Services
Experience
National Automobile Dealers Association August 2013 - Present
Arthur J. Gallagher & Co. October 2010 - October 2012
Mercer November 2007 - May 2010
Transamerica Retirement Services 2004 - 2007
Skills
Securities, Retirement, Investments, 401k, Portfolio Management, Plan Design, Strategic Financial..., Pensions, Qualified Retirement..., Retirement Planning, Defined Benefit, Series 63
Education
Ohio University
Bachelor, Computer Systems in Business, HR
National Automobile Dealers Association August 2013 - Present
Arthur J. Gallagher & Co. October 2010 - October 2012
Mercer November 2007 - May 2010
Transamerica Retirement Services 2004 - 2007
Skills
Securities, Retirement, Investments, 401k, Portfolio Management, Plan Design, Strategic Financial..., Pensions, Qualified Retirement..., Retirement Planning, Defined Benefit, Series 63
Education
Ohio University
Bachelor, Computer Systems in Business, HR
LaTonya Johnson (Anthony)'s Transamerica Retirement Services Experience 2000 - 2002
Job Experience Retirement Plans Professional
Industry Financial Services
Experience
Wachovia Retirement Services 2008 - 2009
Wachovia Retirement Services 2004 - 2008
The Newport Group 2002 - 2004
Transamerica Retirement Services 2000 - 2002
Wachovia Retirement Services 1999 - 2000
Wachovia Retirement Services 1997 - 1999
Education
Central Piedmont Community College
Human Resources
Wachovia Retirement Services 2008 - 2009
Wachovia Retirement Services 2004 - 2008
The Newport Group 2002 - 2004
Transamerica Retirement Services 2000 - 2002
Wachovia Retirement Services 1999 - 2000
Wachovia Retirement Services 1997 - 1999
Education
Central Piedmont Community College
Human Resources
Matthew Solomon AIF, PRP, CRPS's Transamerica Retirement Services Experience 2008 - April 2014
Job Retirement Plan Consultant
Industry Financial Services
Experience
MassMutual Financial July 2014 - Present
Transamerica Retirement Services 2008 - April 2014
Nationwide Financial April 2000 - October 2008
Skills
Series 63, Retirement Planning, 401k, Retirement, Retirement Plan..., Series 6, Fixed Annuities, Mutual Funds, Defined Benefit, ERISA, Investments, Financial Advisory, Pensions, Series 7, Asset Allocation, FINRA, Qualified Retirement...
Education
Bluffton University 1992 — 1996
Bachelors, Criminal Justice and Sociology
MassMutual Financial July 2014 - Present
Transamerica Retirement Services 2008 - April 2014
Nationwide Financial April 2000 - October 2008
Skills
Series 63, Retirement Planning, 401k, Retirement, Retirement Plan..., Series 6, Fixed Annuities, Mutual Funds, Defined Benefit, ERISA, Investments, Financial Advisory, Pensions, Series 7, Asset Allocation, FINRA, Qualified Retirement...
Education
Bluffton University 1992 — 1996
Bachelors, Criminal Justice and Sociology
Dianne Tocyloski's Transamerica Retirement Services Experience May 2004 - Present
Job Sr. Client Relationship Manager at Transamerica Retirement Services
Industry Financial Services
Experience
Transamerica Retirement Services May 2004 - Present
AllianceBernstein 1995 - 2001
Skills
401k, Defined Benefit, Retirement Plan..., ERISA
Education
Kean University 2001 — 2004
MA, Organizational Psychology
The College of New Jersey 1990 — 1994
BA, Psychology
Transamerica Retirement Services May 2004 - Present
AllianceBernstein 1995 - 2001
Skills
401k, Defined Benefit, Retirement Plan..., ERISA
Education
Kean University 2001 — 2004
MA, Organizational Psychology
The College of New Jersey 1990 — 1994
BA, Psychology
Jay Witemberg's Transamerica Retirement Services Experience November 2010 - Present
Job Business Analyst at Transamerica Retirement Services
Industry Information Technology and Services
Experience
Transamerica Retirement Services November 2010 - Present
SmartSource Rentals October 2006 - January 2009
Doar Communications, Inc. 2001 - 2007
Wellworth Computer Group, Inc. 1996 - 2000
Education
University of Phoenix 2001 — 2003
BS, Information Technology
California State University-Northridge
Transamerica Retirement Services November 2010 - Present
SmartSource Rentals October 2006 - January 2009
Doar Communications, Inc. 2001 - 2007
Wellworth Computer Group, Inc. 1996 - 2000
Education
University of Phoenix 2001 — 2003
BS, Information Technology
California State University-Northridge
Mark Franzen's Transamerica Retirement Services Experience April 2009 - 2010
Job Manager, Plan Services at The Standard
Industry Financial Services
Experience
The Standard February 2015 - Present
Fifth Third Bank September 2011 - Present
JPMorgan Chase April 2010 - September 2011
Transamerica Retirement Services April 2009 - 2010
Transamerica Retirement Services February 2009 - 2010
Fidelity Investments January 2007 - February 2009
Fidelity Investments January 1993 - January 2009
Fidelity 2007 - 2009
Fidelity Investments 1997 - February 2007
Fidelity January 1999 - January 2002
Skills
CRM, Management, Process Improvement, Leadership, Change Management, Training, Operations Management, Mutual Funds, Risk Management, Project Management, Employee Benefits, Analysis, Strategy, Performance Management, 401k, Coaching, Call Centers, Relationship Management, Financial Services, Customer Service
Education
Northern Kentucky University 1987 — 1992
BS, Marketing
Northern Kentucky University 1987 — 1992
Bachelors, Science Marketing; an Area of; Psychology
The Standard February 2015 - Present
Fifth Third Bank September 2011 - Present
JPMorgan Chase April 2010 - September 2011
Transamerica Retirement Services April 2009 - 2010
Transamerica Retirement Services February 2009 - 2010
Fidelity Investments January 2007 - February 2009
Fidelity Investments January 1993 - January 2009
Fidelity 2007 - 2009
Fidelity Investments 1997 - February 2007
Fidelity January 1999 - January 2002
Skills
CRM, Management, Process Improvement, Leadership, Change Management, Training, Operations Management, Mutual Funds, Risk Management, Project Management, Employee Benefits, Analysis, Strategy, Performance Management, 401k, Coaching, Call Centers, Relationship Management, Financial Services, Customer Service
Education
Northern Kentucky University 1987 — 1992
BS, Marketing
Northern Kentucky University 1987 — 1992
Bachelors, Science Marketing; an Area of; Psychology
Christa Kreinest's Transamerica Retirement Services Experience 2009 - 2011
Job VicePresident, Managing Director
Industry Financial Services
Experience
THG Retirement Solutions June 2014 - Present
The Hauser Insurance Group July 2011 - June 2014
Transamerica Retirement Services 2009 - 2011
Fidelity Investments 2007 - 2009
Fidelity Investments 2003 - 2007
Fidelity Investments 2000 - 2003
General Cable 1995 - 2000
Kao Corporation 1994 - 1995
Roto Rooter 1989 - 1995
Clopay Building Products 1993 - 1994
Skills
Employee Benefits, Strategy, 401k, Management, CRM, Sales, Investments, Deferred Compensation, Performance Management, Sales Operations, Financial Services, Management Consulting, Retirement, Retirement Planning, ERISA, Employee Relations, Business Planning, Team Leadership, Series 7, Budgets, Insurance, Executive Management, Customer Service, Process Improvement, Defined Benefit, Leadership, Consulting, Mutual Funds, Strategic Planning, Benefits Administration, Securities, Series 63, Wealth Management, Pensions, Relationship Management, HRIS, Compensation, Strategic Human..., Payroll
Education
Northern Kentucky University 1982 — 1984
B.S., Public Administration
Dixie Heights High School
High School Diploma
THG Retirement Solutions June 2014 - Present
The Hauser Insurance Group July 2011 - June 2014
Transamerica Retirement Services 2009 - 2011
Fidelity Investments 2007 - 2009
Fidelity Investments 2003 - 2007
Fidelity Investments 2000 - 2003
General Cable 1995 - 2000
Kao Corporation 1994 - 1995
Roto Rooter 1989 - 1995
Clopay Building Products 1993 - 1994
Skills
Employee Benefits, Strategy, 401k, Management, CRM, Sales, Investments, Deferred Compensation, Performance Management, Sales Operations, Financial Services, Management Consulting, Retirement, Retirement Planning, ERISA, Employee Relations, Business Planning, Team Leadership, Series 7, Budgets, Insurance, Executive Management, Customer Service, Process Improvement, Defined Benefit, Leadership, Consulting, Mutual Funds, Strategic Planning, Benefits Administration, Securities, Series 63, Wealth Management, Pensions, Relationship Management, HRIS, Compensation, Strategic Human..., Payroll
Education
Northern Kentucky University 1982 — 1984
B.S., Public Administration
Dixie Heights High School
High School Diploma
Pam Arrington's Transamerica Retirement Services Experience October 2006 - Present
Job Client Relationship Manager at Transamerica Retirement Services
Industry Financial Services
Experience
Transamerica Retirement Services October 2006 - Present
Transamerica Retirement Services/ Aegon 2006 - Present
Transamerica Retirement Services 2006 - 2008
John Hancock Financial Services January 2004 - October 2006
Manulife Financial January 2003 - January 2004
John Hancock 2002 - 2004
Manulife Financial January 2000 - January 2003
Manulife Financial 2002 - 2002
Oppenheimer & Co. March 1993 - December 1999
Skills
401k, Retirement Planning, Sales, Customer Retention, Pensions, CRM, Series 63, Microsoft Excel, Mutual Funds, Financial Services, Retirement, Customer Satisfaction, Series 6, Relationship Management, Defined Benefit, Employee Benefits, Investments
Education
Saint Louis University 1976 — 1978
B.A . Social Sciences, Sociology
Transamerica Retirement Services October 2006 - Present
Transamerica Retirement Services/ Aegon 2006 - Present
Transamerica Retirement Services 2006 - 2008
John Hancock Financial Services January 2004 - October 2006
Manulife Financial January 2003 - January 2004
John Hancock 2002 - 2004
Manulife Financial January 2000 - January 2003
Manulife Financial 2002 - 2002
Oppenheimer & Co. March 1993 - December 1999
Skills
401k, Retirement Planning, Sales, Customer Retention, Pensions, CRM, Series 63, Microsoft Excel, Mutual Funds, Financial Services, Retirement, Customer Satisfaction, Series 6, Relationship Management, Defined Benefit, Employee Benefits, Investments
Education
Saint Louis University 1976 — 1978
B.A . Social Sciences, Sociology
Raquel Petroski's Transamerica Retirement Services Experience 2005 - 2007
Job Financial Services
Industry Financial Services
Experience
BusinesSuites September 2014 - July 2015
Transamerica Retirement Services 2005 - 2007
Transamerica 2004 - 2005
T. Rowe Price 2003 - 2004
T. Rowe Price 1999 - 2003
T. Rowe Price December 1996 - 1999
Education
Roanoke College 1991 — 1995
B.A., Sociology
BusinesSuites September 2014 - July 2015
Transamerica Retirement Services 2005 - 2007
Transamerica 2004 - 2005
T. Rowe Price 2003 - 2004
T. Rowe Price 1999 - 2003
T. Rowe Price December 1996 - 1999
Education
Roanoke College 1991 — 1995
B.A., Sociology
Sandra Torrez Cantu's Transamerica Retirement Services Experience 2006 - 2010
Job Manager, Health & Welfare and Accounting & Eligibility at Northwest Administrators, Inc.
Industry Financial Services
Experience
Northwest Administrators, Inc February 2011 - Present
Transamerica Retirement Services 2006 - 2010
Cadiz Inc. 2005 - 2006
Mullin Consulting, Inc. 2000 - 2004
Skills
Insurance, Compliance, Excel, Customer Relations, Microsoft Office, Microsoft Excel, Customer Service, Employee Benefits, Access, Retirement Planning, Process Improvement, Management, Leadership, Financial Services, Project Management, Strategic Planning, Marketing, Accounting, Analysis, Auditing, Coaching, Outlook, Microsoft Word, Payroll, Retirement, Training
Education
University of California, Los Angeles 1991 — 1995
Northwest Administrators, Inc February 2011 - Present
Transamerica Retirement Services 2006 - 2010
Cadiz Inc. 2005 - 2006
Mullin Consulting, Inc. 2000 - 2004
Skills
Insurance, Compliance, Excel, Customer Relations, Microsoft Office, Microsoft Excel, Customer Service, Employee Benefits, Access, Retirement Planning, Process Improvement, Management, Leadership, Financial Services, Project Management, Strategic Planning, Marketing, Accounting, Analysis, Auditing, Coaching, Outlook, Microsoft Word, Payroll, Retirement, Training
Education
University of California, Los Angeles 1991 — 1995
Eileen Carroll's Transamerica Retirement Services Experience September 2000 - Present
Job Client Relationship Manager at Transamerica
Industry Financial Services
Experience
Transamerica Retirement Services September 2000 - Present
Provident Mutual September 1997 - September 2000
The Guardian Life Insurance Company of America April 1996 - March 1997
Skills
Retirement, New Business Development, Pensions, Series 63, CRM, Defined Benefit, Mutual Funds, 401k, Profit Sharing, Retirement Plan..., Financial Services, Defined Contribution, Retirement Planning, Qualified Retirement..., Series 6, Relationship Management, Investments
Education
School of Visual Arts 1979 — 1983
BFA
Transamerica Retirement Services September 2000 - Present
Provident Mutual September 1997 - September 2000
The Guardian Life Insurance Company of America April 1996 - March 1997
Skills
Retirement, New Business Development, Pensions, Series 63, CRM, Defined Benefit, Mutual Funds, 401k, Profit Sharing, Retirement Plan..., Financial Services, Defined Contribution, Retirement Planning, Qualified Retirement..., Series 6, Relationship Management, Investments
Education
School of Visual Arts 1979 — 1983
BFA
Calvin Dewayne Wilson's Transamerica Retirement Services Experience October 2006 - September 2009
Job Retirement Plan Consultant
Industry Financial Services
Experience
Self Employed May 2012 - Present
United Retirement Plan Consultants, Inc. January 2010 - May 2012
Transamerica Retirement Services October 2006 - September 2009
American United Life 1974 - 2006
Skills
401k, Retirement Planning, Retirement, Defined Benefit, ERISA, Qualified Retirement..., Retirement Plan..., Pensions, Series 6, Profit Sharing
Education
Indiana State University
BS, Management and Economics
Self Employed May 2012 - Present
United Retirement Plan Consultants, Inc. January 2010 - May 2012
Transamerica Retirement Services October 2006 - September 2009
American United Life 1974 - 2006
Skills
401k, Retirement Planning, Retirement, Defined Benefit, ERISA, Qualified Retirement..., Retirement Plan..., Pensions, Series 6, Profit Sharing
Education
Indiana State University
BS, Management and Economics
Chris Weekley, CRPS's Transamerica Retirement Services Experience 2003 - 2007
Job Retirement Plan Consultant Standard Retirement Services
Industry Financial Services
Experience
Standard Insurance Company June 2011 - Present
Broad Street Capital Advisors, LLC August 2009 - June 2011
The Hartford 2007 - 2009
Transamerica Retirement Services 2003 - 2007
Skills
Retirement Planning, 401k, Retirement
Education
The University of Georgia 1999 — 2003
BBA, Risk Management & Insurance
University of Georgia - Terry College of Business 1999 — 2003
Risk Management & Insurance
Standard Insurance Company June 2011 - Present
Broad Street Capital Advisors, LLC August 2009 - June 2011
The Hartford 2007 - 2009
Transamerica Retirement Services 2003 - 2007
Skills
Retirement Planning, 401k, Retirement
Education
The University of Georgia 1999 — 2003
BBA, Risk Management & Insurance
University of Georgia - Terry College of Business 1999 — 2003
Risk Management & Insurance
Carrie J. Griffin's Transamerica Retirement Services Experience May 2010 - Present
Job Southern Region Sr. Administrative Asst., Transamerica Retirement Solutions
Industry Investment Management
Experience
Transamerica Retirement Services May 2010 - Present
Alere Healthcare June 2007 - November 2009
Emory University Dept. of Medicine June 2001 - June 2006
Education
The University of Georgia 1978 — 1982
Bachelor of Arts, Liberal Arts/Art History
Transamerica Retirement Services May 2010 - Present
Alere Healthcare June 2007 - November 2009
Emory University Dept. of Medicine June 2001 - June 2006
Education
The University of Georgia 1978 — 1982
Bachelor of Arts, Liberal Arts/Art History
Michael Miyagishima's Transamerica Retirement Services Experience December 2010 - Present
Job Director, Financial Reporting at Transamerica Retirement Services
Industry Insurance
Experience
Transamerica Retirement Services December 2010 - Present
Protective Life March 2005 - September 2010
Protective Life March 2004 - February 2005
Protective Life September 2001 - February 2004
Protective Life January 1999 - August 2001
Protective Life September 1996 - December 1998
Education
California State University-Northridge 2001 — 2004
MBA
California State University-Northridge 1989 — 1995
Bachelor of Science, Finance
Transamerica Retirement Services December 2010 - Present
Protective Life March 2005 - September 2010
Protective Life March 2004 - February 2005
Protective Life September 2001 - February 2004
Protective Life January 1999 - August 2001
Protective Life September 1996 - December 1998
Education
California State University-Northridge 2001 — 2004
MBA
California State University-Northridge 1989 — 1995
Bachelor of Science, Finance
Sandra M. Downs's Transamerica Retirement Services Experience June 2004 - December 2012
Job Client Relationship Manager at Transamerica Retirement Services
Industry Financial Services
Experience
Fidelity Investments December 2013 - Present
Transamerica Retirement Services June 2004 - December 2012
Mass Mutual Retirement Services October 1998 - March 2004
Fidelity Investments--FIRSCO August 1990 - July 1997
Skills
Investments, Mutual Funds, Series 7, Retirement Planning, CRM, Customer Service, 401k, Series 63, Relationship Management, Series 6, Retirement, Financial Services, Defined Benefit, Pensions, Securities, Insurance, Employee Benefits, Wealth Management, Asset Allocation
Education
LeTourneau University
Bachelor of Science, Business Management
Texas Christian University
Fidelity Investments December 2013 - Present
Transamerica Retirement Services June 2004 - December 2012
Mass Mutual Retirement Services October 1998 - March 2004
Fidelity Investments--FIRSCO August 1990 - July 1997
Skills
Investments, Mutual Funds, Series 7, Retirement Planning, CRM, Customer Service, 401k, Series 63, Relationship Management, Series 6, Retirement, Financial Services, Defined Benefit, Pensions, Securities, Insurance, Employee Benefits, Wealth Management, Asset Allocation
Education
LeTourneau University
Bachelor of Science, Business Management
Texas Christian University
Angie (Eberly) Von Wahlde's Transamerica Retirement Services Experience April 2010 - January 2014
Job ansaction Processing Associate IV Senior Associate
Industry Financial Services
Experience
Fidelity Investments January 2014 - Present
Transamerica Retirement Services April 2010 - January 2014
Fidelity Investments October 2008 - April 2010
Fidelity Investments June 2006 - October 2008
Skills
Retirement, 401k, Defined Benefit, Defined Contribution, Customer Service, Leadership, Investments, Team Building
Education
Northern Kentucky University 2011 — 2012
Master of Public Administration, Nonprofit Managment
Northern Kentucky University 2005 — 2008
Bachelor of Science, Corporate Finance
Fidelity Investments January 2014 - Present
Transamerica Retirement Services April 2010 - January 2014
Fidelity Investments October 2008 - April 2010
Fidelity Investments June 2006 - October 2008
Skills
Retirement, 401k, Defined Benefit, Defined Contribution, Customer Service, Leadership, Investments, Team Building
Education
Northern Kentucky University 2011 — 2012
Master of Public Administration, Nonprofit Managment
Northern Kentucky University 2005 — 2008
Bachelor of Science, Corporate Finance
Ran Hao, ASA's Transamerica Retirement Services Experience November 2011 - May 2014
Job Financial Analyst at Union Bank
Industry Financial Services
Experience
Union Bank May 2014 - Present
Transamerica Retirement Services November 2011 - May 2014
Acumen LLC March 2011 - November 2011
California Department of Insurance January 2010 - September 2010
BIStone Consulting Group November 2008 - December 2008
Skills
SAS, Statistics, Actuarial Science, Statistical Modeling, Data Analysis, Quantitative Finance, MoSes, LaTeX, R, VBA, Matlab, Time Series Analysis, SQL, Economic Capital, Actuaries
Education
University of California, Los Angeles 2009 — 2010
MS, Statistics
Renmin University of China 2005 — 2009
BS, Statistics/Actuarial Science
Shandong Experimental High School 2002 — 2005
Union Bank May 2014 - Present
Transamerica Retirement Services November 2011 - May 2014
Acumen LLC March 2011 - November 2011
California Department of Insurance January 2010 - September 2010
BIStone Consulting Group November 2008 - December 2008
Skills
SAS, Statistics, Actuarial Science, Statistical Modeling, Data Analysis, Quantitative Finance, MoSes, LaTeX, R, VBA, Matlab, Time Series Analysis, SQL, Economic Capital, Actuaries
Education
University of California, Los Angeles 2009 — 2010
MS, Statistics
Renmin University of China 2005 — 2009
BS, Statistics/Actuarial Science
Shandong Experimental High School 2002 — 2005
Nathalie Choy's Transamerica Retirement Services Experience January 2003 - July 2006
Job Sr. Web Marketing Manager at Kia Motors America
Industry Automotive
Experience
Kia Motors America May 2013 - Present
Siemens April 2011 - January 2013
. . . . October 2009 - April 2011
iCrossing July 2006 - July 2008
Transamerica Retirement Services January 2003 - July 2006
Nexgenix February 2000 - May 2001
Accenture September 1995 - February 2000
Xerox June 1994 - October 1994
Morgan Stanley Smith Barney September 1992 - June 1994
Skills
Project Management, Automotive, Financial Services, Interactive Marketing, E-commerce Consulting, business system analysis, Business Strategy, Collaborative Innovation, Information Technology, Agile & Waterfall..., JAD, Pre-sales, Educational Consulting, SDLC, .NET, Open Source, MS Project, Oracle Order Management, Data Integration, Business Intelligence, Recruiting, E-commerce, Competitive Analysis, Requirements Gathering, SharePoint, CRM, Web Services, Integration, Business Process, Start-ups, Management, Analysis, Strategy, Product Management, Cross-functional Team..., Analytics, Consulting
Education
University of California, Los Angeles
BA, Business/Economics
Kia Motors America May 2013 - Present
Siemens April 2011 - January 2013
. . . . October 2009 - April 2011
iCrossing July 2006 - July 2008
Transamerica Retirement Services January 2003 - July 2006
Nexgenix February 2000 - May 2001
Accenture September 1995 - February 2000
Xerox June 1994 - October 1994
Morgan Stanley Smith Barney September 1992 - June 1994
Skills
Project Management, Automotive, Financial Services, Interactive Marketing, E-commerce Consulting, business system analysis, Business Strategy, Collaborative Innovation, Information Technology, Agile & Waterfall..., JAD, Pre-sales, Educational Consulting, SDLC, .NET, Open Source, MS Project, Oracle Order Management, Data Integration, Business Intelligence, Recruiting, E-commerce, Competitive Analysis, Requirements Gathering, SharePoint, CRM, Web Services, Integration, Business Process, Start-ups, Management, Analysis, Strategy, Product Management, Cross-functional Team..., Analytics, Consulting
Education
University of California, Los Angeles
BA, Business/Economics
Rose Cozzolino's Transamerica Retirement Services Experience April 2004 - Present
Job Partner Operations Manager at Transamerica Retirement Services
Industry Financial Services
Experience
Transamerica Retirement Services April 2004 - Present
Transamerica 2004 - Present
Transamerica Life Insurance Company 2003 - Present
Skills
401k
Education
Assumption College 1976 — 1978
Master's Degree, Counseling Psychology
Fitchburg State University 1969 — 1973
Bachelor's Degree, Special Education
Transamerica Retirement Services April 2004 - Present
Transamerica 2004 - Present
Transamerica Life Insurance Company 2003 - Present
Skills
401k
Education
Assumption College 1976 — 1978
Master's Degree, Counseling Psychology
Fitchburg State University 1969 — 1973
Bachelor's Degree, Special Education
Ellie Galbreath's Transamerica Retirement Services Experience October 2002 - October 2008
Job Project Director at Research Presentation Strategies
Industry Marketing and Advertising
Experience
Research Presentation Strategies November 2011 - Present
Plan 365 January 2011 - November 2011
Presentation Strategies March 2009 - December 2010
Transamerica Retirement Services October 2002 - October 2008
Bank One 1999 - 2002
Skills
Management, Marketing, Marketing Communications, Project Management, Event Management, Social Media, Leadership, Public Relations, Customer Service, Integrated Marketing, Marketing Strategy, Event Planning, Social Media Marketing, Team Leadership, Account Management, Corporate Communications, Market Research, Advertising, Business Development, Microsoft Office, Budgets, Social Networking, Financial Services
Education
University of Kentucky 1996 — 2001
Bachelor of Arts (B.A.), Economics
University of Kentucky 1996 — 2001
Bachelor of Arts (B.A.), English Language and Literature, General
St. Mary's College 1998 — 1999
Research Presentation Strategies November 2011 - Present
Plan 365 January 2011 - November 2011
Presentation Strategies March 2009 - December 2010
Transamerica Retirement Services October 2002 - October 2008
Bank One 1999 - 2002
Skills
Management, Marketing, Marketing Communications, Project Management, Event Management, Social Media, Leadership, Public Relations, Customer Service, Integrated Marketing, Marketing Strategy, Event Planning, Social Media Marketing, Team Leadership, Account Management, Corporate Communications, Market Research, Advertising, Business Development, Microsoft Office, Budgets, Social Networking, Financial Services
Education
University of Kentucky 1996 — 2001
Bachelor of Arts (B.A.), Economics
University of Kentucky 1996 — 2001
Bachelor of Arts (B.A.), English Language and Literature, General
St. Mary's College 1998 — 1999
Aime Wichtendahl's Transamerica Retirement Services Experience March 2006 - February 2011
Job Author, at 'SelfEmployed'
Industry Health, Wellness and Fitness
Experience
'Self-Employed' February 2011 - Present
Transamerica Retirement Services March 2006 - February 2011
Mci January 2001 - January 2003
Education
Mount Mercy University
Received Bachelor of Science degrees, journalism and political science
'Self-Employed' February 2011 - Present
Transamerica Retirement Services March 2006 - February 2011
Mci January 2001 - January 2003
Education
Mount Mercy University
Received Bachelor of Science degrees, journalism and political science
Carrie Silvestro's Transamerica Retirement Services Experience July 2005 - July 2007
Job Client Relations Manager at ING Financial Services
Industry Financial Services
Experience
ING Financial Advisors, LLC August 2007 - Present
Transamerica Retirement Services July 2005 - July 2007
Nationwide Financial October 2003 - April 2005
Creative Pension Consultants, Inc December 2001 - May 2003
Everest Pension Services, LLC November 1998 - December 2001
New York State Bill Drafting Commission December 1996 - August 1998
Capitol Hill Management Services, Inc October 1993 - November 1996
Olan Mills Portrait Studios July 1992 - October 1993
Skills
CRM
Education
State University of New York College at Plattsburgh 1988 — 1992
BS, Marketing
State University of New York
B.S, Business Marketing
ING Financial Advisors, LLC August 2007 - Present
Transamerica Retirement Services July 2005 - July 2007
Nationwide Financial October 2003 - April 2005
Creative Pension Consultants, Inc December 2001 - May 2003
Everest Pension Services, LLC November 1998 - December 2001
New York State Bill Drafting Commission December 1996 - August 1998
Capitol Hill Management Services, Inc October 1993 - November 1996
Olan Mills Portrait Studios July 1992 - October 1993
Skills
CRM
Education
State University of New York College at Plattsburgh 1988 — 1992
BS, Marketing
State University of New York
B.S, Business Marketing
Donna Rondolet's Transamerica Retirement Services Experience August 1998 - September 2005
Job Special Education at Laconia Middle School
Industry Education Management
Experience
Laconia Middle School September 2007 - Present
Transamerica Retirement Services August 1998 - September 2005
Zurich Scudder Investments November 1994 - August 1998
Skills
Teaching, Customer Service, Public Speaking, Sales, Staff Development, Team Building, Training, Leadership, Nonprofits, Coaching, Marketing, Microsoft Excel, Analysis, Financial Services, Management, Microsoft Office, Microsoft Word, Writing, Social Media, Investments
Education
Post-baccalaureate Certification - Granite State College 2007 — 2010
Education, Special Education
Merrimack College 1989 — 1993
Business Administration, Marketing
Laconia Middle School September 2007 - Present
Transamerica Retirement Services August 1998 - September 2005
Zurich Scudder Investments November 1994 - August 1998
Skills
Teaching, Customer Service, Public Speaking, Sales, Staff Development, Team Building, Training, Leadership, Nonprofits, Coaching, Marketing, Microsoft Excel, Analysis, Financial Services, Management, Microsoft Office, Microsoft Word, Writing, Social Media, Investments
Education
Post-baccalaureate Certification - Granite State College 2007 — 2010
Education, Special Education
Merrimack College 1989 — 1993
Business Administration, Marketing
Ami Leonard's Transamerica Retirement Services Experience June 2004 - July 2011
Job Platinum Broker Services at Transamerica Financial Life Insurance Company
Industry Insurance
Experience
Transamerica Capital, Inc. July 2011 - Present
Aegon / Transamerica June 2004 - Present
Transamerica Retirement Services June 2004 - July 2011
Nordstrom, Inc May 1998 - June 2004
Von Maur July 1995 - July 1997
Skills
Series 63, Annuities, 401k, Series 6, Licensed Life Insurance...
Education
Mount Mercy University 2002 — 2004
Bachelors of Science, Business Administration
Kirkwood Community College
Associate Degree, Retail Merchandising/Marketing Management
Transamerica Capital, Inc. July 2011 - Present
Aegon / Transamerica June 2004 - Present
Transamerica Retirement Services June 2004 - July 2011
Nordstrom, Inc May 1998 - June 2004
Von Maur July 1995 - July 1997
Skills
Series 63, Annuities, 401k, Series 6, Licensed Life Insurance...
Education
Mount Mercy University 2002 — 2004
Bachelors of Science, Business Administration
Kirkwood Community College
Associate Degree, Retail Merchandising/Marketing Management
Carrie Patterson's Transamerica Retirement Services Experience October 2007 - October 2009
Job
Industry Financial Services
Experience
Transamerica Retirement Services October 2007 - October 2009
Transamerica Retirement Services April 2005 - March 2007
JPMorgan Chase April 1995 - March 2005
Skills
401k, Retirement, CRM, Employee Benefits, Fixed Annuities, Investments, Mutual Funds, Retirement Planning, Series 63, Relationship Management, Securities, Series 7, Asset Allocation, Financial Services, Series 6
Education
DePaul University 1990 — 1994
Finance
Transamerica Retirement Services October 2007 - October 2009
Transamerica Retirement Services April 2005 - March 2007
JPMorgan Chase April 1995 - March 2005
Skills
401k, Retirement, CRM, Employee Benefits, Fixed Annuities, Investments, Mutual Funds, Retirement Planning, Series 63, Relationship Management, Securities, Series 7, Asset Allocation, Financial Services, Series 6
Education
DePaul University 1990 — 1994
Finance
Marcus Oldendick's Transamerica Retirement Services Experience January 2006 - Present
Job Account Manager at Transamerica Financial Life Insurance Company
Industry Insurance
Experience
Transamerica January 2006 - Present
Transamerica Retirement Services January 2006 - Present
Walt Disney Travel Company January 2005 - June 2005
Walt Disney World College January 2004 - May 2004
Skills
Mutual Funds, Variable Annuities, Retirement Planning, 401k, Retirement, Relationship Management, Brokers
Education
Mount St. Joseph University 2000 — 2005
Bachelor of Business Administration (B.B.A.), Finance, General
College of Mount St. Joseph 2000 — 2004
Bachelor of Science, Business Administration; Finance
Transamerica January 2006 - Present
Transamerica Retirement Services January 2006 - Present
Walt Disney Travel Company January 2005 - June 2005
Walt Disney World College January 2004 - May 2004
Skills
Mutual Funds, Variable Annuities, Retirement Planning, 401k, Retirement, Relationship Management, Brokers
Education
Mount St. Joseph University 2000 — 2005
Bachelor of Business Administration (B.B.A.), Finance, General
College of Mount St. Joseph 2000 — 2004
Bachelor of Science, Business Administration; Finance
Barry Tobin's Transamerica Retirement Services Experience 1995 - 2000
Job Real Estate Agent
Industry Real Estate
Experience
Self-employed December 2001 - Present
Coldwell Banker 2001 - Present
Transamerica Financial Services July 1996 - June 2001
Transamerica Retirement Services 1995 - 2000
Great West Life Assurance Co. December 1974 - May 1996
Skills
Highly personable, excellent negotiation..., Enjoy helping people..., Real Estate, Helping Clients Succeed, Sellers, Investors, Investment Properties
Education
Loyola Marymount University 1969 — 1974
Bachelor of Business Administration (B.B.A.), General Sales, Merchandising and Related Marketing Operations
Self-employed December 2001 - Present
Coldwell Banker 2001 - Present
Transamerica Financial Services July 1996 - June 2001
Transamerica Retirement Services 1995 - 2000
Great West Life Assurance Co. December 1974 - May 1996
Skills
Highly personable, excellent negotiation..., Enjoy helping people..., Real Estate, Helping Clients Succeed, Sellers, Investors, Investment Properties
Education
Loyola Marymount University 1969 — 1974
Bachelor of Business Administration (B.B.A.), General Sales, Merchandising and Related Marketing Operations
Iris Sarabia's Transamerica Retirement Services Experience 1999 - 2004
Job Regulatory Affairs Associate at Exactech
Industry Biotechnology
Experience
Exactech April 2014 - Present
Aderans Research Institute March 2006 - March 2013
ANN INC. March 2005 - 2007
Transamerica Retirement Services 1999 - 2004
IndyMac Mortgage 1997 - 1999
Skills
Accounts Payable, Account Executives, Retail Sales Experience, Administrative..., Microsoft Office, Invoice Processing, Microsoft Word, Inventory, Client Relations Skills, Customer Retention, Customer Service, Client Presentation, 401k, 401k Rollovers, Lotus Notes, Apple, ERP Software, ERP Implementations, Troubleshooting, Deposits, GMP, Microbiology
Education
Kennesaw State University
BA, International Relations and Affairs
Wheeler High School
Exactech April 2014 - Present
Aderans Research Institute March 2006 - March 2013
ANN INC. March 2005 - 2007
Transamerica Retirement Services 1999 - 2004
IndyMac Mortgage 1997 - 1999
Skills
Accounts Payable, Account Executives, Retail Sales Experience, Administrative..., Microsoft Office, Invoice Processing, Microsoft Word, Inventory, Client Relations Skills, Customer Retention, Customer Service, Client Presentation, 401k, 401k Rollovers, Lotus Notes, Apple, ERP Software, ERP Implementations, Troubleshooting, Deposits, GMP, Microbiology
Education
Kennesaw State University
BA, International Relations and Affairs
Wheeler High School
Susan Lotwin's Transamerica Retirement Services Experience May 2001 - November 2005
Job CEO, Lotwin Business Consulting
Industry Management Consulting
Experience
Self-employed June 2009 - Present
Countrywide November 2005 - December 2006
Transamerica Retirement Services May 2001 - November 2005
Charles Schwab May 2000 - May 2001
PricewaterhouseCoopers, LLC August 1992 - May 2000
Skills
Management Consulting, Business Strategy, Strategy, Change Management, Entrepreneurship, Strategic Planning, Business Development, Business Planning, Business Analysis, Program Management, Start-ups
Education
Stanford Graduate School of Business 1995 — 1997
Master of Business Administration (MBA), Business Administration and Management, General
M.I.T. 1988 — 1992
BS, Economics
Self-employed June 2009 - Present
Countrywide November 2005 - December 2006
Transamerica Retirement Services May 2001 - November 2005
Charles Schwab May 2000 - May 2001
PricewaterhouseCoopers, LLC August 1992 - May 2000
Skills
Management Consulting, Business Strategy, Strategy, Change Management, Entrepreneurship, Strategic Planning, Business Development, Business Planning, Business Analysis, Program Management, Start-ups
Education
Stanford Graduate School of Business 1995 — 1997
Master of Business Administration (MBA), Business Administration and Management, General
M.I.T. 1988 — 1992
BS, Economics
Dominic Marasco's Transamerica Retirement Services Experience November 1998 - March 2001
Job Institutional Asset Management Sales Professional
Industry Investment Management
Experience
The Commerce Trust Company October 2010 - March 2013
The Commerce Trust Company January 2002 - October 2010
Lincoln Financial Group March 2001 - January 2002
Transamerica Retirement Services November 1998 - March 2001
Boatmen's Trust Company January 1994 - November 1998
Skills
Business Development, Sales, Direct Sales, Pensions, Financial Advisory, Investments, Portfolio Management, Asset Management, Equities, Hedge Funds, Fixed Income, Mutual Funds, 401k, Consulting, Global Custody, Taft-Hartley, Endowments, Foundations, Nonprofits, Alternative Investments
Education
Drake University 1991 — 1993
Master of Business Administration (MBA)
Simpson College 1986 — 1990
Bachelor of Arts (BA), Economics and Management
The Commerce Trust Company October 2010 - March 2013
The Commerce Trust Company January 2002 - October 2010
Lincoln Financial Group March 2001 - January 2002
Transamerica Retirement Services November 1998 - March 2001
Boatmen's Trust Company January 1994 - November 1998
Skills
Business Development, Sales, Direct Sales, Pensions, Financial Advisory, Investments, Portfolio Management, Asset Management, Equities, Hedge Funds, Fixed Income, Mutual Funds, 401k, Consulting, Global Custody, Taft-Hartley, Endowments, Foundations, Nonprofits, Alternative Investments
Education
Drake University 1991 — 1993
Master of Business Administration (MBA)
Simpson College 1986 — 1990
Bachelor of Arts (BA), Economics and Management