Transamerica Retirement Services
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Transamerica Retirement Services Employees
Strategic Pension Group March 2013 - Present
Ann Arbor Business Advisors October 2011 - January 2012
Transamerica Retirement Services May 2003 - April 2011
Barclays Global Investors January 2000 - October 2001
Diversified Investment Advisors August 1996 - December 1999
SEI October 1993 - May 1996
US Army April 1989 - August 1993
Skills
Defined Benefit, Defined Contribution, Retirement Plan..., 401k, Pensions, ERISA, Retirement Planning, Relationship Management, Investments, Profit Sharing, Employee Benefits, Securities, Retirement, Financial Advisory, ESOP (Employee Stock...
Education
University of Michigan 1985 — 1989
B.A., Psychology
Transamerica Retirement Services November 2008 - Present
John Hancock 2004 - 2008
Skills
Insurance, Retirement, 401k, Mutual Funds, Project Management
Education
University of Massachusetts, Amherst 1992 — 1997
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
Comnez Inc 2015 - Present
Hy-Vee June 2014 - September 2014
Rockwell Collins September 2013 - May 2014
Midwest Heritage Bank June 2012 - September 2013
Kirkwood Community College August 2009 - August 2012
Mutual of Omaha September 2009 - April 2012
Rockwell Collins February 2008 - September 2009
Transamerica Retirement Services July 2005 - February 2008
Skills
Retirement Planning, Retirement, Strategic Financial..., Life Insurance, Estate Planning, Disability Insurance, Mutual Funds, Employee Benefits, Management, 401k, Insurance, Series 63, Sales, Small Business, Finance, Fixed Annuities, Long-term Care, Wealth Management, Financial Planning, Retirement Income..., Life, Disability,..., Pensions, Financial Advisory, Wealth, Asset Allocation, Series 6, Investments, Investment Strategies, Health Insurance, Divorce Financial..., Financial Planners, Term Life Insurance, Series 7, Investment Advisory, Sales Management, Sales Process, Sales Operations, Sales Presentations, International Sales
Education
University of Iowa - Henry B. Tippie College of Business 2007 — 2009
MBA, Management
University of Iowa - Henry B. Tippie College of Business 2004 — 2005
BBA, Management
Clear Lake High School
North American Professional Liability Insurance Agency, LLC - NAPLIA 2012 - Present
Transamerica Retirement Services November 2005 - January 2012
Transamerica Retirement Services May 1999 - February 2002
Transamerica Asset Management March 1995 - May 1998
PaineWebber 1993 - 1995
Education
University of Massachusetts, Amherst
BA, Philosophy
Transamerica Retirement Solutions June 2013 - Present
Transamerica Retirement Services May 2010 - August 2013
ING March 2000 - May 2010
Uniglobal Pension Planning February 1996 - March 2000
Skills
NASD Series 6, NASD Series 63, Life/Health Insurance...
Education
Mary Washington College 1983 — 1987
Bachelor of Science, Business Administration
Alleghany County High School 1979 — 1983
U.S. Energy Services July 2015 - Present
Rasmussen College December 2013 - July 2015
Meredith Corporation November 2013 - February 2015
Gander Mountain November 2013 - February 2014
Nationwide Advantage Mortgage July 2010 - October 2013
Keystone Event Staffing May 2011 - September 2013
Cardomain July 2009 - November 2010
Oxford United Methodist Church January 2010 - June 2010
Transamerica Retirement Services February 2009 - June 2010
Enterprise Rent-A-Car May 2006 - February 2009
Skills
Customer Service, Leadership, Sales, Marketing, Insurance, Microsoft Office, Microsoft Excel, Public Speaking, Time Management, Management, Fundraising, Event Planning, Customer Satisfaction, Teaching, Microsoft Word, Team Building, Training, Salesforce.com
Education
University of Northern Iowa 2003 — 2007
Bachelor of Arts, Business, Marketing
Cornerstone Retirement Advisors, LLC May 2009 - Present
Telamon Insurance & Financial Network June 2003 - December 2008
Transamerica Retirement Services July 1998 - June 2003
George Beram & Company December 1996 - May 1998
Skills
Retirement Plan..., 401k, Retirement, Fiduciary Management, ERISA, Investment Advisory, Fiduciary Services, Employee Education, Qualified Retirement..., Employee Engagement, Retirement Planning, Fiduciary, Investments, Mutual Funds, Profit Sharing, Pensions
Education
University of Massachusetts, Amherst 1990 — 1995
B.S., Sport Management
Duxbury High School 1986 — 1990
CUNA Mutual Group July 2015 - Present
United Healthcare 2007 - Present
UnitedHealthcare July 2007 - June 2015
CUNA Mutual Group October 2002 - June 2007
Transamerica Retirement Services July 2000 - October 2002
CIGNA 1992 - 1994
CIGNA 1992 - 1994
Skills
Health Insurance, Employee Benefits, Underwriting, Account Management, Benefits Administration, Strategic Planning, Self-funded, Sales Management, Group Insurance, Sales, Insurance, Health Savings Accounts, Managed Care, Disability Insurance, COBRA, Brokers, Team Building, HMO, Health Care Reform, Selling
Education
University of Oklahoma 1982 — 1986
Bachelor of Arts (B.A.), Economics
The Standard June 2014 - Present
Putnam Investments November 2010 - November 2013
Transamerica Retirement Services August 2008 - November 2010
MFS Investment Management/The Hartford February 2006 - August 2008
Education
University of Massachusetts Boston 2001 — 2005
BA, Psychology
Transamerica Retirement Services April 2001 - Present
Skills
Series 63, 401k, Retirement, Retirement Planning, Mutual Funds, Pensions, Asset Allocation, Series 6, Defined Benefit, Investments, Employee Benefits, ERISA, Insurance, Retirement Plan..., Qualified Retirement..., Disability Insurance, Defined Contribution, Series 7, Fixed Annuities, Business Planning
Education
University of Sydney 1996 — 1997
MA, Japanese
University of North Carolina at Chapel Hill 1991 — 1995
BA, International Relations
Transamerica Retirement Services August 2010 - Present
West Covina Unified School District 2008 - 2010
MH & Associates 2007 - 2008
Fox Television 2006 - 2007
The Scripps Research Institute 2005 - 2006
Education
Azusa Pacific University 2007 — 2009
M.A., Education
University of San Diego 2002 — 2005
B.B.A., Business Administration, Economics, Marketing
Transamerica Retirement Services February 2007 - Present
Wireless Hotspot, Inc. June 2002 - June 2006
Disneyland Resort April 2001 - March 2002
Skills
Software Development, Microsoft SQL Server, Programming, .NET, SDLC, HTML, Testing, SQL, JavaScript, MySQL, jQuery, Visual Studio, XML, Strategic Planning, Wireless Networking, Java, Access
Education
University of Southern California 1998 — 2002
Computer Engineering and Computer Science
Palma High School