Transamerica Retirement Solutions
Industry: Company
DescriptionTransamerica Retirement Solutions, is a recently renamed full service retirement firm formed via the mergers of several “AEGON” companies including Transamerica Retirement Services, The Employer ... Parent organization: Aegon N.V. Founded: 1963 Number of employees: >3000 employees Headquarters: Baltimore, Maryland, United States, Tampa, Florida, United States, Natick, Massachusetts, United States Subsidiaries: Transamerica Retirement Advisors, LLC,
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Transamerica Retirement Solutions Employees
Employee
Years
Job
Industry
David Mitchell, ARPC, AIF David Mitchell, ARPC, AIF's Transamerica Retirement Solutions Experience 2002 - Present
Job Regional Vice President at Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions 2002 - Present
Great-West 1995 - 2002
Skills
401k, Asset Allocation, Tax, Due Diligence, Pensions, Retirement, Business Planning, Retirement Plan..., Mutual Funds, Retirement Planning, Defined Benefit, Profit Sharing, Financial Advisory, Series 6, Finance, Series 63, Wealth Management, Investments, Fiduciary, Series 7, Financial Services, Sales Operations
Education
Drake University 1992 — 1995
BA, Economics
Transamerica Retirement Solutions 2002 - Present
Great-West 1995 - 2002
Skills
401k, Asset Allocation, Tax, Due Diligence, Pensions, Retirement, Business Planning, Retirement Plan..., Mutual Funds, Retirement Planning, Defined Benefit, Profit Sharing, Financial Advisory, Series 6, Finance, Series 63, Wealth Management, Investments, Fiduciary, Series 7, Financial Services, Sales Operations
Education
Drake University 1992 — 1995
BA, Economics
Mark Kirchner Mark Kirchner's Transamerica Retirement Solutions Experience September 2014 - Present
Job Regional Vice President at Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions September 2014 - Present
Prudential Financial May 2008 - August 2014
Arthur J. Gallagher June 2005 - April 2008
Education
Purdue University - Krannert School of Management 2001 — 2005
Bachelor of Science (B.S.), Management
DePaul University - Charles H. Kellstadt Graduate School of Business 2009 — 2012
Master of Business Administration (MBA)
Transamerica Retirement Solutions September 2014 - Present
Prudential Financial May 2008 - August 2014
Arthur J. Gallagher June 2005 - April 2008
Education
Purdue University - Krannert School of Management 2001 — 2005
Bachelor of Science (B.S.), Management
DePaul University - Charles H. Kellstadt Graduate School of Business 2009 — 2012
Master of Business Administration (MBA)
Noah Yuzna Noah Yuzna's Transamerica Retirement Solutions Experience January 2015 - Present
Job Director of Expansion, Northern California at Transamerica Retirement Solutions
Industry Health, Wellness and Fitness
Experience
Transamerica Retirement Solutions January 2015 - Present
24 Hour Fitness July 2013 - April 2015
California State University, East Bay September 2013 - June 2014
California State University, East Bay September 2013 - June 2014
Starbucks Coffee August 2010 - August 2012
University Cooperative Housing Association (UCHA) February 2009 - July 2010
Skills
Customer Service, Social Media, Microsoft Excel, PowerPoint, Social Networking, Microsoft Word, Microsoft Office, Teamwork, Public Relations, Time Management, HTML, Social Media Marketing, Public Speaking, Blogging, Management, Community Outreach, Nonprofits, Teaching, Research, Customer Satisfaction, Facebook, Data Entry, Event Planning, Sales, Marketing, Event Management, Spanish, Outlook, Leadership, Editing, Group Fitness..., Critical Thinking, Team Leadership, Exercise Physiology, Personal Training, Nutrition, Sports Nutrition, Wellness, Sports, Yoga, Exercise Prescription, Kinesiology, Athletic Training, Fundraising, Coaching
Education
California State University-East Bay 2012 — 2014
Bachelor of Science (BS), Kinesiology and Exercise Science, 3.7 GPA
Santa Monica College 2007 — 2012
Associate of Arts (A.A.), Kinesiology and Exercise Science, 3.3 GPA
Transamerica Retirement Solutions January 2015 - Present
24 Hour Fitness July 2013 - April 2015
California State University, East Bay September 2013 - June 2014
California State University, East Bay September 2013 - June 2014
Starbucks Coffee August 2010 - August 2012
University Cooperative Housing Association (UCHA) February 2009 - July 2010
Skills
Customer Service, Social Media, Microsoft Excel, PowerPoint, Social Networking, Microsoft Word, Microsoft Office, Teamwork, Public Relations, Time Management, HTML, Social Media Marketing, Public Speaking, Blogging, Management, Community Outreach, Nonprofits, Teaching, Research, Customer Satisfaction, Facebook, Data Entry, Event Planning, Sales, Marketing, Event Management, Spanish, Outlook, Leadership, Editing, Group Fitness..., Critical Thinking, Team Leadership, Exercise Physiology, Personal Training, Nutrition, Sports Nutrition, Wellness, Sports, Yoga, Exercise Prescription, Kinesiology, Athletic Training, Fundraising, Coaching
Education
California State University-East Bay 2012 — 2014
Bachelor of Science (BS), Kinesiology and Exercise Science, 3.7 GPA
Santa Monica College 2007 — 2012
Associate of Arts (A.A.), Kinesiology and Exercise Science, 3.3 GPA
Crystal Gravitt Crystal Gravitt's Transamerica Retirement Solutions Experience 2013 - Present
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
Michael Lewis, CFP®, CRPC® Michael Lewis, CFP®, CRPC®'s Transamerica Retirement Solutions Experience January 2015 - Present
Job Manager PRS at Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions January 2015 - Present
Ameriprise Financial Services, Inc. December 2007 - January 2015
Ameriprise Financial Services, Inc. January 2006 - December 2007
Edward Jones May 2005 - December 2005
Securian Financial Group May 2004 - August 2004
Smith Barney September 2003 - March 2004
Dairy Queen 1998 - 2003
Education
University of Minnesota, Carlson School of Management 2013 — 2017
Master of Business Administration (MBA)
Minnesota State University, Mankato 2009 — 2011
Certificate, Financial Planning
Drake University 2001 — 2005
Bachelors, Management/Marketing
Hopkins High School
Transamerica Retirement Solutions January 2015 - Present
Ameriprise Financial Services, Inc. December 2007 - January 2015
Ameriprise Financial Services, Inc. January 2006 - December 2007
Edward Jones May 2005 - December 2005
Securian Financial Group May 2004 - August 2004
Smith Barney September 2003 - March 2004
Dairy Queen 1998 - 2003
Education
University of Minnesota, Carlson School of Management 2013 — 2017
Master of Business Administration (MBA)
Minnesota State University, Mankato 2009 — 2011
Certificate, Financial Planning
Drake University 2001 — 2005
Bachelors, Management/Marketing
Hopkins High School
Peggy Montgomery Peggy Montgomery's Transamerica Retirement Solutions Experience July 2007 - October 2014
Job Relationship Liaison I I
Industry Banking
Experience
M & T Bank November 2014 - Present
Transamerica Retirement Solutions July 2007 - October 2014
Skills
Customer Service, Computer Proficiency, Telephone Skills, Problem Solving, Employee Training, Retirement, Employee Benefits, Financial Planning
Education
Harcum College 1988 — 1990
Associate of Science (A.S.), Computer Information Systems
M & T Bank November 2014 - Present
Transamerica Retirement Solutions July 2007 - October 2014
Skills
Customer Service, Computer Proficiency, Telephone Skills, Problem Solving, Employee Training, Retirement, Employee Benefits, Financial Planning
Education
Harcum College 1988 — 1990
Associate of Science (A.S.), Computer Information Systems
Alan Crouse Alan Crouse's Transamerica Retirement Solutions Experience June 2012 - Present
Job Regional Manager, CFP®, CRPS®
Industry Financial Services
Experience
Transamerica Retirement Solutions June 2012 - Present
Independent Bank February 2011 - May 2012
MetLife April 2009 - February 2011
Raymond James Financial Inc. October 2007 - January 2009
Skills
Investments, Retirement Planning, Financial Services, Finance, Series 7, Securities, Mutual Funds, Process Improvement, Retirement, Financial Planning, Employee Benefits, Customer Service, Team Building
Education
Kent State University
Bachelor of Business Administration (B.B.A.), Marketing
College for Financial Planning 2011 — 2013
CFP® Certification Professional Education Program
Transamerica Retirement Solutions June 2012 - Present
Independent Bank February 2011 - May 2012
MetLife April 2009 - February 2011
Raymond James Financial Inc. October 2007 - January 2009
Skills
Investments, Retirement Planning, Financial Services, Finance, Series 7, Securities, Mutual Funds, Process Improvement, Retirement, Financial Planning, Employee Benefits, Customer Service, Team Building
Education
Kent State University
Bachelor of Business Administration (B.B.A.), Marketing
College for Financial Planning 2011 — 2013
CFP® Certification Professional Education Program
Rissa Koritzinsky Rissa Koritzinsky's Transamerica Retirement Solutions Experience July 2012 - Present
Job Sr Investment Analyst at Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions July 2012 - Present
Northern Trust Corporation January 2010 - July 2012
Northern Trust Corporation August 2008 - January 2010
Commonfund November 2007 - August 2008
Marsh July 2006 - November 2007
Skills
Equities, Investments, Risk Management, Program Management, Fixed Income, Hedge Funds
Education
Fordham University 2008 — 2011
MBA, Finance and Business Economics
University of Rhode Island 2002 — 2006
BA, English, focused in professional writing
WHS 1998 — 2002
Transamerica Retirement Solutions July 2012 - Present
Northern Trust Corporation January 2010 - July 2012
Northern Trust Corporation August 2008 - January 2010
Commonfund November 2007 - August 2008
Marsh July 2006 - November 2007
Skills
Equities, Investments, Risk Management, Program Management, Fixed Income, Hedge Funds
Education
Fordham University 2008 — 2011
MBA, Finance and Business Economics
University of Rhode Island 2002 — 2006
BA, English, focused in professional writing
WHS 1998 — 2002
Chelsea Dowdell Chelsea Dowdell's Transamerica Retirement Solutions Experience August 2015 - Present
Job Compliance Testing Associate at Transamerica Retirement Solutions
Industry Consumer Services
Experience
Transamerica Retirement Solutions August 2015 - Present
Big Shots Bar & Grill December 2013 - Present
hibu December 2012 - August 2015
Braise - A Catering Company April 2011 - October 2014
Reutzel Pharmacy/Aim Healthcare July 2011 - December 2012
Shawn Ryan's Irish Pub March 2010 - July 2011
Yellowbook November 2008 - June 2011
Yellowbook March 2010 - May 2010
Skills
Customer Service, Microsoft Office, Process Scheduler, PowerPoint, Microsoft Excel, Outlook, Sales, Social Media, Public Speaking, Microsoft Word, Call Center, Public Relations, Team Leadership, Team Building, Advertising, Marketing, Management, Call Centers, Customer Satisfaction, Account Management, Time Management, Online Advertising, Social Media Marketing
Education
University of Phoenix 2013 — 2014
Master of Business Administration (M.B.A.), Business Administration and Management, General
Coe College 2007 — 2011
Bachelor of Arts, Business Administration
Simpson College 2006 — 2007
Athletic Training/Trainer
Transamerica Retirement Solutions August 2015 - Present
Big Shots Bar & Grill December 2013 - Present
hibu December 2012 - August 2015
Braise - A Catering Company April 2011 - October 2014
Reutzel Pharmacy/Aim Healthcare July 2011 - December 2012
Shawn Ryan's Irish Pub March 2010 - July 2011
Yellowbook November 2008 - June 2011
Yellowbook March 2010 - May 2010
Skills
Customer Service, Microsoft Office, Process Scheduler, PowerPoint, Microsoft Excel, Outlook, Sales, Social Media, Public Speaking, Microsoft Word, Call Center, Public Relations, Team Leadership, Team Building, Advertising, Marketing, Management, Call Centers, Customer Satisfaction, Account Management, Time Management, Online Advertising, Social Media Marketing
Education
University of Phoenix 2013 — 2014
Master of Business Administration (M.B.A.), Business Administration and Management, General
Coe College 2007 — 2011
Bachelor of Arts, Business Administration
Simpson College 2006 — 2007
Athletic Training/Trainer
Marc LaRhette Marc LaRhette's Transamerica Retirement Solutions Experience September 1998 - June 2005
Job Partner, StarkMiller FBG Specialists In Retirement Planning
Industry Financial Services
Experience
StarkMiller FBG July 2005 - Present
Transamerica Retirement Solutions September 1998 - June 2005
Skills
Qualified Retirement..., Investment Advisory, Holistic Financial..., Employee Benefits, Finance, Securities, Strategic Planning, 401k, Investments, Insurance, Retirement, Financial Services, Series 7, Financial Planning, Retirement Planning, Wealth Management
Education
Colorado College 1982 — 1987
BA, Romance Languages
StarkMiller FBG July 2005 - Present
Transamerica Retirement Solutions September 1998 - June 2005
Skills
Qualified Retirement..., Investment Advisory, Holistic Financial..., Employee Benefits, Finance, Securities, Strategic Planning, 401k, Investments, Insurance, Retirement, Financial Services, Series 7, Financial Planning, Retirement Planning, Wealth Management
Education
Colorado College 1982 — 1987
BA, Romance Languages
Dennis Rooney Dennis Rooney's Transamerica Retirement Solutions Experience April 2014 - Present
Job Attended Appalachian State University
Industry Sports
Experience
Transamerica Retirement Solutions April 2014 - Present
Subway May 2013 - November 2013
Cheeseburger's Grille February 2012 - September 2012
Carmel Country Club May 2011 - August 2011
Tweetsie Railroad May 2010 - August 2010
Hickory Tavern February 2009 - August 2009
Olde Providence Recreation Association December 2005 - February 2009
Skills
Sports Writing, Social Media, Microsoft Word, Microsoft PowerPoint, Adobe InDesign, Social Networking, Sports, Microsoft Office, Customer Service
Education
Appalachian State University 2009 — 2013
Journalism, Communication, General
Ardrey Kell High School
Transamerica Retirement Solutions April 2014 - Present
Subway May 2013 - November 2013
Cheeseburger's Grille February 2012 - September 2012
Carmel Country Club May 2011 - August 2011
Tweetsie Railroad May 2010 - August 2010
Hickory Tavern February 2009 - August 2009
Olde Providence Recreation Association December 2005 - February 2009
Skills
Sports Writing, Social Media, Microsoft Word, Microsoft PowerPoint, Adobe InDesign, Social Networking, Sports, Microsoft Office, Customer Service
Education
Appalachian State University 2009 — 2013
Journalism, Communication, General
Ardrey Kell High School
Cort Raithel Cort Raithel's Transamerica Retirement Solutions Experience December 2013 - Present
Job Information Technology Executive
Industry Information Technology and Services
Experience
Transamerica Retirement Solutions December 2013 - Present
VyStar Credit Union April 2011 - March 2013
ING April 2006 - December 2010
Fidelity Investments October 1998 - April 2006
Towers Perrin 1992 - 1998
Skills
Employee Benefits, Business Intelligence, CRM, Strategy, Strategic Planning, Management, IT Strategy, Six Sigma, Analysis, Leadership, Outsourcing, Talent Management, Integration, Cross-functional Team..., ITIL, Process Improvement, Business Process..., Human Resources, PMO, Software Development
Education
Harvard University 1988 — 1992
Transamerica Retirement Solutions December 2013 - Present
VyStar Credit Union April 2011 - March 2013
ING April 2006 - December 2010
Fidelity Investments October 1998 - April 2006
Towers Perrin 1992 - 1998
Skills
Employee Benefits, Business Intelligence, CRM, Strategy, Strategic Planning, Management, IT Strategy, Six Sigma, Analysis, Leadership, Outsourcing, Talent Management, Integration, Cross-functional Team..., ITIL, Process Improvement, Business Process..., Human Resources, PMO, Software Development
Education
Harvard University 1988 — 1992
Brent Troy's Transamerica Retirement Solutions Experience October 2011 - September 2014
Job Vice President
Industry Financial Services
Experience
Oak Ridge Investments September 2014 - Present
Transamerica Retirement Solutions October 2011 - September 2014
AEGON January 2009 - January 2010
Skills
Retirement, Sales, 401k, Mutual Funds, Retirement Planning, Qualified Retirement..., Investments, Market Analysis, Marketing, Asset Management, Management, Analysis, Business Planning, Finance, Series 6, Series 63, Employee Benefits, Series 7
Education
Ecole supérieure de Commerce de Rennes 2010 — 2012
Master of Arts (M.A.), International Business
University of Northern Iowa 2005 — 2010
Bachelor of Arts, Finance: Investments
University of Northern Iowa 2005 — 2010
Bachelor of Arts, Real Estate
Oak Ridge Investments September 2014 - Present
Transamerica Retirement Solutions October 2011 - September 2014
AEGON January 2009 - January 2010
Skills
Retirement, Sales, 401k, Mutual Funds, Retirement Planning, Qualified Retirement..., Investments, Market Analysis, Marketing, Asset Management, Management, Analysis, Business Planning, Finance, Series 6, Series 63, Employee Benefits, Series 7
Education
Ecole supérieure de Commerce de Rennes 2010 — 2012
Master of Arts (M.A.), International Business
University of Northern Iowa 2005 — 2010
Bachelor of Arts, Finance: Investments
University of Northern Iowa 2005 — 2010
Bachelor of Arts, Real Estate
Melinda McCrady's Transamerica Retirement Solutions Experience July 2010 - Present
Job Marketing Web Manager at Transamerica Retirement Solutions
Industry Online Media
Experience
Transamerica Retirement Solutions July 2010 - Present
Paladin Marketing and Creative Staffing January 2009 - June 2010
Union Bank of California February 2008 - October 2008
Edmunds.com October 2007 - December 2007
411 Publishing (Reed Business Information) 2005 - 2007
Long Beach Union 2001 - 2004
Skills
HTML5, CSS, JavaScript, Digital Marketing, Writing, Online Communications, Analytics, Social Media, XML, RSS, Dreamweaver, Photoshop, Visio, PowerPoint, Wordpress, Email Marketing, Web Production..., Email Newsletter Design, Google Analytics, ExactTarget, Copy Editing, Copywriting, SEO, Content Management, Adobe Creative Suite, Marketing, HTML 5, WordPress, Web Content Management, Web Development, Editing, User Experience, Blogging, Social Media Marketing
Education
California State University-Long Beach 2001 — 2004
B.A., Journalism, Chinese Minor
St. Stephen's
Transamerica Retirement Solutions July 2010 - Present
Paladin Marketing and Creative Staffing January 2009 - June 2010
Union Bank of California February 2008 - October 2008
Edmunds.com October 2007 - December 2007
411 Publishing (Reed Business Information) 2005 - 2007
Long Beach Union 2001 - 2004
Skills
HTML5, CSS, JavaScript, Digital Marketing, Writing, Online Communications, Analytics, Social Media, XML, RSS, Dreamweaver, Photoshop, Visio, PowerPoint, Wordpress, Email Marketing, Web Production..., Email Newsletter Design, Google Analytics, ExactTarget, Copy Editing, Copywriting, SEO, Content Management, Adobe Creative Suite, Marketing, HTML 5, WordPress, Web Content Management, Web Development, Editing, User Experience, Blogging, Social Media Marketing
Education
California State University-Long Beach 2001 — 2004
B.A., Journalism, Chinese Minor
St. Stephen's
Jennifer Karger-Lange Jennifer Karger-Lange's Transamerica Retirement Solutions Experience October 2014 - Present
Job Designer at Transamerica
Industry Graphic Design
Experience
Transamerica Retirement Solutions October 2014 - Present
Questar Assessment, Inc. September 2011 - September 2014
Lange Creative Services 2000 - August 2014
Party Mechanics 2010 - July 2014
Boardroom, Inc. 2008 - 2009
Clarins Cosmetics 1998 - 1999
Set / Lighting design 1991 - 1999
Skills
Layout, Graphics, Brochures, Posters, InDesign, Graphic Design, WordPress, Dreamweaver, QuarkXPress, Microsoft Word, PowerPoint, Custom Invitations, Photoshop, Illustrator, Adobe Acrobat, SharePoint Designer, SharePoint InfoPath, Website Creation, CSS, HTML, Design logos, Scenic Painting, Hand Drafting, Studio Art, Party Favors, Centerpieces, party decorator, party design, Logo Design, Corporate Identity, Adobe Creative Suite, Advertising, Magazines, Packaging
Education
New York University, Tisch School of the Arts
Master of Fine Arts (MFA), Design
Binghamton University
Bachelor of Arts (BA), Studio Art & Theater Design
Transamerica Retirement Solutions October 2014 - Present
Questar Assessment, Inc. September 2011 - September 2014
Lange Creative Services 2000 - August 2014
Party Mechanics 2010 - July 2014
Boardroom, Inc. 2008 - 2009
Clarins Cosmetics 1998 - 1999
Set / Lighting design 1991 - 1999
Skills
Layout, Graphics, Brochures, Posters, InDesign, Graphic Design, WordPress, Dreamweaver, QuarkXPress, Microsoft Word, PowerPoint, Custom Invitations, Photoshop, Illustrator, Adobe Acrobat, SharePoint Designer, SharePoint InfoPath, Website Creation, CSS, HTML, Design logos, Scenic Painting, Hand Drafting, Studio Art, Party Favors, Centerpieces, party decorator, party design, Logo Design, Corporate Identity, Adobe Creative Suite, Advertising, Magazines, Packaging
Education
New York University, Tisch School of the Arts
Master of Fine Arts (MFA), Design
Binghamton University
Bachelor of Arts (BA), Studio Art & Theater Design
Bill Minovich Bill Minovich's Transamerica Retirement Solutions Experience March 2014 - April 2015
Job Currently seeking full time position
Industry Investment Management
Experience
Transamerica Retirement Solutions March 2014 - April 2015
BNY Mellon January 2011 - March 2014
Transamerica Asset Management/Diversified Investment Advisors April 2004 - September 2010
Citigroup (Salomon Smith Barney) November 2003 - April 2004
Bank of New York Mellon August 1992 - October 2003
Ernst & Young November 1987 - July 1992
Loeb & Troper October 1986 - October 1987
Empire Blue Cross & Blue Shield June 1984 - October 1986
Skills
Fund Accounting, Fund Administration, Mutual Funds, Budgets, Alternative Investments, Finance, Auditing, Portfolio Management, Equities, Investments, ETFs, Hedge Funds, SEC filings, Fixed Income, Valuation, Asset Management, Securities, Due Diligence, Financial Statements, Investment Management, Financial Reporting, Accounting, SEC Filings
Education
Fordham University 1980 — 1984
BS, Public Accounting, Accounting
Roosevelt High School, Yonkers, NY 1977 — 1980
High school diploma
Transamerica Retirement Solutions March 2014 - April 2015
BNY Mellon January 2011 - March 2014
Transamerica Asset Management/Diversified Investment Advisors April 2004 - September 2010
Citigroup (Salomon Smith Barney) November 2003 - April 2004
Bank of New York Mellon August 1992 - October 2003
Ernst & Young November 1987 - July 1992
Loeb & Troper October 1986 - October 1987
Empire Blue Cross & Blue Shield June 1984 - October 1986
Skills
Fund Accounting, Fund Administration, Mutual Funds, Budgets, Alternative Investments, Finance, Auditing, Portfolio Management, Equities, Investments, ETFs, Hedge Funds, SEC filings, Fixed Income, Valuation, Asset Management, Securities, Due Diligence, Financial Statements, Investment Management, Financial Reporting, Accounting, SEC Filings
Education
Fordham University 1980 — 1984
BS, Public Accounting, Accounting
Roosevelt High School, Yonkers, NY 1977 — 1980
High school diploma
scott jozefowski's Transamerica Retirement Solutions Experience April 2005 - Present
Job Retirement Planning Consultant with Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions April 2005 - Present
USAA January 2003 - March 2005
Vangurd December 1994 - February 2003
Skills
Series 7, Series 63, Series 6, CRPC, Motivational Speaking, Professional Speaking, Investments, Financial Services, 401k, Asset Allocation, Mutual Funds, Relationship Management, Wealth Management, Financial Advisory, Financial Planning
Education
Towson University 1990 — 1992
Bachelor of Science (BS), Economics
Harford Community College 1988 — 1990
Associate's degree, Liberal Arts and Sciences, General Studies and Humanities
Transamerica Retirement Solutions April 2005 - Present
USAA January 2003 - March 2005
Vangurd December 1994 - February 2003
Skills
Series 7, Series 63, Series 6, CRPC, Motivational Speaking, Professional Speaking, Investments, Financial Services, 401k, Asset Allocation, Mutual Funds, Relationship Management, Wealth Management, Financial Advisory, Financial Planning
Education
Towson University 1990 — 1992
Bachelor of Science (BS), Economics
Harford Community College 1988 — 1990
Associate's degree, Liberal Arts and Sciences, General Studies and Humanities
Mario Martins Mario Martins's Transamerica Retirement Solutions Experience February 2010 - Present
Job Senior Software Developer at Transamerica
Industry Computer Software
Experience
Transamerica Retirement Solutions February 2010 - Present
e-Core April 2009 - Present
Chipsat July 2008 - December 2008
Stefanini IT Solutions / Dell IT Brazil February 2006 - March 2008
iPAGARE March 2004 - November 2005
Skills
Senior Java Developer, Java, JavaScript, Ruby on Rails, Backbone.js, Ruby, JBoss Application Server, JBoss Seam, Tomcat 5, Hibernate, EJB, OO Software Development, Design Patterns
Education
Universidade Federal do Rio Grande do Sul 2002 — 2007
Bachelor, Computer Science
FGV 2011 — 2013
MBA, Gestão Estratégica e Econômica de Negócios
Transamerica Retirement Solutions February 2010 - Present
e-Core April 2009 - Present
Chipsat July 2008 - December 2008
Stefanini IT Solutions / Dell IT Brazil February 2006 - March 2008
iPAGARE March 2004 - November 2005
Skills
Senior Java Developer, Java, JavaScript, Ruby on Rails, Backbone.js, Ruby, JBoss Application Server, JBoss Seam, Tomcat 5, Hibernate, EJB, OO Software Development, Design Patterns
Education
Universidade Federal do Rio Grande do Sul 2002 — 2007
Bachelor, Computer Science
FGV 2011 — 2013
MBA, Gestão Estratégica e Econômica de Negócios
Ed Deeds's Transamerica Retirement Solutions Experience 2014 - 2014
Job Regional Vice President Institutional Markets at Transamerica Retirement Solutions
Industry Financial Services
Experience
Putnam Investments June 2012 - July 2014
Transamerica Retirement Solutions 2014 - 2014
Ameritas Retirement Plans February 2006 - February 2012
ADP Retirement Services January 1996 - February 2006
ADP January 1996 - February 2006
Skills
401k, Retirement, Pensions, Defined Benefit, Mutual Funds, Retirement Planning, Employee Benefits, Insurance, Series 63, Investments, Financial Services, Investment Advisory, Series 6, Series 26
Education
Ball State University - College of Business 1982 — 1986
BS, Finance and Banking
Manchester High School 1979 — 1982
Putnam Investments June 2012 - July 2014
Transamerica Retirement Solutions 2014 - 2014
Ameritas Retirement Plans February 2006 - February 2012
ADP Retirement Services January 1996 - February 2006
ADP January 1996 - February 2006
Skills
401k, Retirement, Pensions, Defined Benefit, Mutual Funds, Retirement Planning, Employee Benefits, Insurance, Series 63, Investments, Financial Services, Investment Advisory, Series 6, Series 26
Education
Ball State University - College of Business 1982 — 1986
BS, Finance and Banking
Manchester High School 1979 — 1982
Jeremy Hendrickson, LUTCF Jeremy Hendrickson, LUTCF's Transamerica Retirement Solutions Experience November 2014 - Present
Job Financial Services Representative at MetLife Financial Group of Minnesota
Industry Financial Services
Experience
Transamerica Retirement Solutions November 2014 - Present
MetLife July 2011 - November 2014
Gustavus Adolphus College September 2007 - May 2011
Grade A Gutters June 2002 - September 2010
Skills
Group Benefit Plans, Life Insurance, Income Insurance, Long Term Care Insurance, Asset Allocation, Asset Managment, Estate Conservation..., Executive Benefit...
Education
Gustavus Adolphus College 2007 — 2011
Bachelor of Arts (B.A.), Physics
Chaska Senior High School 2004 — 2007
Transamerica Retirement Solutions November 2014 - Present
MetLife July 2011 - November 2014
Gustavus Adolphus College September 2007 - May 2011
Grade A Gutters June 2002 - September 2010
Skills
Group Benefit Plans, Life Insurance, Income Insurance, Long Term Care Insurance, Asset Allocation, Asset Managment, Estate Conservation..., Executive Benefit...
Education
Gustavus Adolphus College 2007 — 2011
Bachelor of Arts (B.A.), Physics
Chaska Senior High School 2004 — 2007
Maria Leinbach Maria Leinbach's Transamerica Retirement Solutions Experience May 2008 - August 2008
Job Client Support Specialist (Ad Agencies) at Indeed.com
Industry Marketing and Advertising
Experience
Indeed.com May 2015 - Present
First Reserve Corporation August 2012 - December 2014
FleishmanHillard February 2012 - May 2012
Polo Ralph Lauren May 2010 - August 2010
Goodsearch.com May 2009 - August 2009
Transamerica Retirement Solutions May 2008 - August 2008
Skills
Marketing, Public Relations, French, Financial Modeling, Marketing Communications, Valuation, Strategy, Microsoft Excel, PowerPoint, Financial Analysis, Research, Corporate Finance, Microsoft Office, Merchandising, Market Research
Education
Emory University - Goizueta Business School 2007 — 2011
BBA, Marketing, Organization & Management, French Studies
Indeed.com May 2015 - Present
First Reserve Corporation August 2012 - December 2014
FleishmanHillard February 2012 - May 2012
Polo Ralph Lauren May 2010 - August 2010
Goodsearch.com May 2009 - August 2009
Transamerica Retirement Solutions May 2008 - August 2008
Skills
Marketing, Public Relations, French, Financial Modeling, Marketing Communications, Valuation, Strategy, Microsoft Excel, PowerPoint, Financial Analysis, Research, Corporate Finance, Microsoft Office, Merchandising, Market Research
Education
Emory University - Goizueta Business School 2007 — 2011
BBA, Marketing, Organization & Management, French Studies
Brian Billmeier's Transamerica Retirement Solutions Experience November 2014 - Present
Job Regional Vice President at Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions November 2014 - Present
John Hancock July 2008 - November 2014
Merrill Lynch April 2007 - October 2008
Charles Schwab September 2007 - February 2008
Skills
Mutual Funds, Series 6, 401k, Portfolio Management, Series 63, Life Insurance, Investments, Retirement, Retirement Planning, Asset Allocation, Fixed Annuities, Securities, Wealth Management, Investment Advisory
Education
Butler University
BS, Finance
Forest Hills Central
Transamerica Retirement Solutions November 2014 - Present
John Hancock July 2008 - November 2014
Merrill Lynch April 2007 - October 2008
Charles Schwab September 2007 - February 2008
Skills
Mutual Funds, Series 6, 401k, Portfolio Management, Series 63, Life Insurance, Investments, Retirement, Retirement Planning, Asset Allocation, Fixed Annuities, Securities, Wealth Management, Investment Advisory
Education
Butler University
BS, Finance
Forest Hills Central
Chip Nardi's Transamerica Retirement Solutions Experience January 1998 - December 2012
Job Head of Operational Risk Management at Transamerica
Industry Financial Services
Experience
Transamerica January 2015 - Present
Transamerica January 2013 - December 2014
Transamerica Retirement Solutions January 1998 - December 2012
Diversified Investment Advisors January 1993 - December 1998
Mutual of New York January 1990 - December 1992
Mutual of New York June 1985 - December 1989
Skills
Mutual Funds, Financial Analysis, Process Improvement, Financial Reporting, Finance, Financial Risk, Sarbanes-Oxley Act, Strategic Financial..., Internal Controls, Auditing, Forecasting, Sarbanes-Oxley, Operational Risk..., Financial Planning, Accounting
Education
Bentley University 1980 — 1984
Bachelor of Science (BS), Accounting
Port Chester High School
Transamerica January 2015 - Present
Transamerica January 2013 - December 2014
Transamerica Retirement Solutions January 1998 - December 2012
Diversified Investment Advisors January 1993 - December 1998
Mutual of New York January 1990 - December 1992
Mutual of New York June 1985 - December 1989
Skills
Mutual Funds, Financial Analysis, Process Improvement, Financial Reporting, Finance, Financial Risk, Sarbanes-Oxley Act, Strategic Financial..., Internal Controls, Auditing, Forecasting, Sarbanes-Oxley, Operational Risk..., Financial Planning, Accounting
Education
Bentley University 1980 — 1984
Bachelor of Science (BS), Accounting
Port Chester High School
Brenda Walter's Transamerica Retirement Solutions Experience March 2009 - Present
Job Business Development Personal Retirement Services
Industry Consumer Services
Experience
Transamerica Retirement Solutions March 2009 - Present
WHI 1997 - 2009
RHS Realty 2004 - 2008
The Thomson Corporation May 1995 - December 1997
State Farm Insurance April 1985 - October 1994
Skills
CRM, Salesforce.com, Business Development, Sales Process, Selling, Relationship Management, Sales, Data Analysis, Business Strategy, Marketing Automation, Client Development, Analytics, Account Management, Financial Services, SaaS, B2B, Business Relationship..., Process Improvement, Series 63, Series 6, Call Centers, Management, 401k, Retirement, Business Planning, Sales Management, Team Building, Investments, Strategic Planning
Education
Augsburg College
B.A., Psychology
Normandale Community College
A.A., General Studies
Transamerica Retirement Solutions March 2009 - Present
WHI 1997 - 2009
RHS Realty 2004 - 2008
The Thomson Corporation May 1995 - December 1997
State Farm Insurance April 1985 - October 1994
Skills
CRM, Salesforce.com, Business Development, Sales Process, Selling, Relationship Management, Sales, Data Analysis, Business Strategy, Marketing Automation, Client Development, Analytics, Account Management, Financial Services, SaaS, B2B, Business Relationship..., Process Improvement, Series 63, Series 6, Call Centers, Management, 401k, Retirement, Business Planning, Sales Management, Team Building, Investments, Strategic Planning
Education
Augsburg College
B.A., Psychology
Normandale Community College
A.A., General Studies
Jonathan Heimarck Jonathan Heimarck's Transamerica Retirement Solutions Experience March 2009 - July 2013
Job Compliance Officer at Questar Capital
Industry Financial Services
Experience
Questar Capital June 2014 - Present
Transamerica Retirement Solutions March 2009 - July 2013
Questar Capital Corp September 2008 - March 2009
RBC Capital Markets November 2005 - July 2008
Northland Securities 2003 - 2005
Piper Jaffray 1998 - 2003
FBS Investments 1996 - 1998
CSC Credit Services 1990 - 1996
Education
University of Minnesota Law School 1983 — 1986
Concordia College 1977 — 1982
BA, Political Science
St. Olaf College 1977 — 1978
Moorhead High School 1975 — 1978
High School, Pre-Medicine/Pre-Medical Studies, OK
Questar Capital June 2014 - Present
Transamerica Retirement Solutions March 2009 - July 2013
Questar Capital Corp September 2008 - March 2009
RBC Capital Markets November 2005 - July 2008
Northland Securities 2003 - 2005
Piper Jaffray 1998 - 2003
FBS Investments 1996 - 1998
CSC Credit Services 1990 - 1996
Education
University of Minnesota Law School 1983 — 1986
Concordia College 1977 — 1982
BA, Political Science
St. Olaf College 1977 — 1978
Moorhead High School 1975 — 1978
High School, Pre-Medicine/Pre-Medical Studies, OK
Barbara Baird Barbara Baird's Transamerica Retirement Solutions Experience January 1999 - October 2001
Job InterAct Events Project Management
Industry Events Services
Experience
InterAct.Events January 2015 - Present
CTC Destination & Meeting Management November 2007 - October 2014
The Connoisseur 2001 - 2008
Transamerica Retirement Solutions January 1999 - October 2001
Transamerica Occidental Life Insurance Company September 1996 - December 1998
Transamerica Life Insurance Company of Canada 1992 - 1996
Skills
Event Planning, Sales, Trade Shows, Corporate Events, New Business Development, Contract Negotiation, Marketing Strategy, Marketing Communications, Sales Management, Hospitality, Strategic Planning
Education
University of Toronto 1985 — 1989
BPHE, Kinesiology, Physiology, & Sciences
Lakeshore Collegiate 1982 — 1985
Durham College
Post Graduate Sports Marketing
InterAct.Events January 2015 - Present
CTC Destination & Meeting Management November 2007 - October 2014
The Connoisseur 2001 - 2008
Transamerica Retirement Solutions January 1999 - October 2001
Transamerica Occidental Life Insurance Company September 1996 - December 1998
Transamerica Life Insurance Company of Canada 1992 - 1996
Skills
Event Planning, Sales, Trade Shows, Corporate Events, New Business Development, Contract Negotiation, Marketing Strategy, Marketing Communications, Sales Management, Hospitality, Strategic Planning
Education
University of Toronto 1985 — 1989
BPHE, Kinesiology, Physiology, & Sciences
Lakeshore Collegiate 1982 — 1985
Durham College
Post Graduate Sports Marketing
Elizabeth Brown, CFP®'s Transamerica Retirement Solutions Experience April 2012 - April 2015
Job Securities Based Lending Banker at Raymond James Bank
Industry Investment Management
Experience
Raymond James Bank April 2015 - Present
Transamerica Retirement Solutions April 2012 - April 2015
Merrill Lynch July 2010 - January 2013
Lighthouse of Pinellas October 2012 - October 2012
UPARC Foundation October 2007 - October 2012
BB&T Wealth Management October 2007 - July 2010
BOD of The Arts Center 2007 - 2009
Wachovia Wealth Management November 2006 - October 2007
Bank of America August 1981 - October 2006
Barnett bank of PINELLAS 1978 - 1981
Skills
Wealth Management, Series 7, Estate Planning, Retirement Planning, Portfolio Management, Commercial Lending, Investments, Strategic Financial..., Wealth Management..., Investment Advisory, Loans, Banking, High Net Worth..., Wealth, Retirement
Education
Florida Southern College 1979 — 1981
BS, Finance / Psychology
Raymond James Bank April 2015 - Present
Transamerica Retirement Solutions April 2012 - April 2015
Merrill Lynch July 2010 - January 2013
Lighthouse of Pinellas October 2012 - October 2012
UPARC Foundation October 2007 - October 2012
BB&T Wealth Management October 2007 - July 2010
BOD of The Arts Center 2007 - 2009
Wachovia Wealth Management November 2006 - October 2007
Bank of America August 1981 - October 2006
Barnett bank of PINELLAS 1978 - 1981
Skills
Wealth Management, Series 7, Estate Planning, Retirement Planning, Portfolio Management, Commercial Lending, Investments, Strategic Financial..., Wealth Management..., Investment Advisory, Loans, Banking, High Net Worth..., Wealth, Retirement
Education
Florida Southern College 1979 — 1981
BS, Finance / Psychology
Patrick Kendall Patrick Kendall's Transamerica Retirement Solutions Experience April 2012 - May 2014
Job Regional Vice President Sales at OneAmerica Financial Partners Inc.
Industry Financial Services
Experience
OneAmerica Financial Partners Inc. June 2014 - Present
Transamerica Retirement Solutions April 2012 - May 2014
Diversified January 2006 - March 2012
Diversified Investment Advisors June 2002 - December 2005
MassMutual October 1989 - June 2002
Skills
401k, Mutual Funds, Retirement, Management, Defined Benefit, Defined Contribution, Pensions, Series 6, Retirement Plan..., Investments, International Pensions, Series 7, Retirement Planning, Series 63
Education
University of Pennsylvania - The Wharton School 2011 — 2012
Strategic Sales Leadership, Leading the Effective Sales Force
Dartmouth College 1985 — 1989
OneAmerica Financial Partners Inc. June 2014 - Present
Transamerica Retirement Solutions April 2012 - May 2014
Diversified January 2006 - March 2012
Diversified Investment Advisors June 2002 - December 2005
MassMutual October 1989 - June 2002
Skills
401k, Mutual Funds, Retirement, Management, Defined Benefit, Defined Contribution, Pensions, Series 6, Retirement Plan..., Investments, International Pensions, Series 7, Retirement Planning, Series 63
Education
University of Pennsylvania - The Wharton School 2011 — 2012
Strategic Sales Leadership, Leading the Effective Sales Force
Dartmouth College 1985 — 1989
Jeannie Resnick Jeannie Resnick's Transamerica Retirement Solutions Experience 2002 - 2013
Job Financial Services Professional
Industry Financial Services
Experience
MullinTBG a Prudential Company June 2013 - April 2014
Transamerica Retirement Solutions 2002 - 2013
SunAmerica August 2000 - December 2001
Los Angeles Unified School District September 1999 - June 2000
Gap Inc. July 1991 - October 1998
Skills
Insurance, Leadership, CRM, Management, Analysis, Program Management, Software Documentation, Sales, Relationship Management, Customer Service, Project Management
Education
California State University-Northridge 1992 — 1997
Bachelor’s Degree, Liberal Arts and Sciences/Liberal Studies
MullinTBG a Prudential Company June 2013 - April 2014
Transamerica Retirement Solutions 2002 - 2013
SunAmerica August 2000 - December 2001
Los Angeles Unified School District September 1999 - June 2000
Gap Inc. July 1991 - October 1998
Skills
Insurance, Leadership, CRM, Management, Analysis, Program Management, Software Documentation, Sales, Relationship Management, Customer Service, Project Management
Education
California State University-Northridge 1992 — 1997
Bachelor’s Degree, Liberal Arts and Sciences/Liberal Studies
Adam Berberian's Transamerica Retirement Solutions Experience May 2010 - Present
Job Actuarial Analyst at Transamerica
Industry Financial Services
Experience
Transamerica Retirement Solutions May 2010 - Present
The Hanover Insurance Group May 2008 - September 2008
Skills
Access, Actuarial Science, Retirement, Microsoft Excel, Defined Benefit, Pensions, Data Analysis, PowerPoint, Outlook, Microsoft Office
Education
Bryant University 2005 — 2009
BS, Actuarial Mathematics
Transamerica Retirement Solutions May 2010 - Present
The Hanover Insurance Group May 2008 - September 2008
Skills
Access, Actuarial Science, Retirement, Microsoft Excel, Defined Benefit, Pensions, Data Analysis, PowerPoint, Outlook, Microsoft Office
Education
Bryant University 2005 — 2009
BS, Actuarial Mathematics
Patricia Montano Patricia Montano's Transamerica Retirement Solutions Experience June 2014 - Present
Job Project Manager at Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions June 2014 - Present
Xerox January 2013 - June 2014
Xerox December 2011 - January 2013
ING December 2010 - September 2011
ING (former CitiStreet) August 2006 - December 2010
Fidelity Investments September 2004 - August 2006
Fidelity Investments August 2002 - August 2004
Fidelity Investments October 2001 - August 2002
Fidelity Investments August 2000 - September 2001
Standex International Corporation January 1999 - August 2000
Skills
Defined Benefit, Pensions, Employee Benefits, Project Management, Analysis, Retirement, Pension Administration, Management, Financial Services, Business Analysis, Testing, Integration, SDLC, Process Improvement, Human Resources, Requirements Analysis, Software Project..., Vendor Management, Retirement Planning, Business Requirements, Benefits Administration, MS Project, Strategic Planning, Risk Management, SharePoint, Microsoft Excel, Data Analysis, Change Management, Business Development, Relationship Management
Education
Boston University 2007 — 2007
Certificate, Project Management
Bentley University 1998 — 2000
Certificate, Pension Administration
University of Maryland University College 1985 — 1988
BS, Business Management with Specialization in Accounting
Transamerica Retirement Solutions June 2014 - Present
Xerox January 2013 - June 2014
Xerox December 2011 - January 2013
ING December 2010 - September 2011
ING (former CitiStreet) August 2006 - December 2010
Fidelity Investments September 2004 - August 2006
Fidelity Investments August 2002 - August 2004
Fidelity Investments October 2001 - August 2002
Fidelity Investments August 2000 - September 2001
Standex International Corporation January 1999 - August 2000
Skills
Defined Benefit, Pensions, Employee Benefits, Project Management, Analysis, Retirement, Pension Administration, Management, Financial Services, Business Analysis, Testing, Integration, SDLC, Process Improvement, Human Resources, Requirements Analysis, Software Project..., Vendor Management, Retirement Planning, Business Requirements, Benefits Administration, MS Project, Strategic Planning, Risk Management, SharePoint, Microsoft Excel, Data Analysis, Change Management, Business Development, Relationship Management
Education
Boston University 2007 — 2007
Certificate, Project Management
Bentley University 1998 — 2000
Certificate, Pension Administration
University of Maryland University College 1985 — 1988
BS, Business Management with Specialization in Accounting
Mikey Gannon's Transamerica Retirement Solutions Experience September 2013 - Present
Job Retirement Services
Industry Financial Services
Experience
Transamerica Retirement Solutions September 2013 - Present
Transamerica Retirement Solutions October 2011 - December 2013
Skills
401k, Financial Services, CRM
Education
Chatham College
B.A.
University of Pittsburgh
MBA
Transamerica Retirement Solutions September 2013 - Present
Transamerica Retirement Solutions October 2011 - December 2013
Skills
401k, Financial Services, CRM
Education
Chatham College
B.A.
University of Pittsburgh
MBA
Joseph Livesay Joseph Livesay's Transamerica Retirement Solutions Experience August 2015 - Present
Job Retirement Advisor
Industry Financial Services
Experience
Transamerica Retirement Solutions August 2015 - Present
Halliburton October 2013 - April 2015
Wells Real Estate Funds January 2012 - December 2012
Contango Capital Advisors April 2011 - January 2012
Transamerica September 2001 - October 2010
Skills
Wealth Management, Investments, Series 63, Financial Advisory, Series 7, Mutual Funds, Retirement Planning, Securities, Leadership, 401k, Series 6, Series 65, Alternative Investments, Fixed Annuities, Retirement, FINRA, Asset Management, Wealth, Financial Services, Series 24, Variable Annuities, Investment Management, Asset Managment, Uniform Combined State..., Management, Asset Allocation, Financial Planning, Sales, Insurance
Education
College for Financial Planning 2003 — 2008
Portland Bible College 1977 — 1981
B.A, Theology
Transamerica Retirement Solutions August 2015 - Present
Halliburton October 2013 - April 2015
Wells Real Estate Funds January 2012 - December 2012
Contango Capital Advisors April 2011 - January 2012
Transamerica September 2001 - October 2010
Skills
Wealth Management, Investments, Series 63, Financial Advisory, Series 7, Mutual Funds, Retirement Planning, Securities, Leadership, 401k, Series 6, Series 65, Alternative Investments, Fixed Annuities, Retirement, FINRA, Asset Management, Wealth, Financial Services, Series 24, Variable Annuities, Investment Management, Asset Managment, Uniform Combined State..., Management, Asset Allocation, Financial Planning, Sales, Insurance
Education
College for Financial Planning 2003 — 2008
Portland Bible College 1977 — 1981
B.A, Theology
Andrea E. Thompson, CFP® Andrea E. Thompson, CFP®'s Transamerica Retirement Solutions Experience June 2015 - Present
Job Client Executive at Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions June 2015 - Present
Retirement Plan Consultants LLC April 2012 - May 2015
Symmetry Partners March 2006 - October 2011
Advest, Inc. December 1997 - 2006
Peoples Securities October 1995 - November 1997
Education
University of Hartford 2003 — 2006
MBA
Eastern Connecticut State University 1997 — 2000
BA, Economics
Transamerica Retirement Solutions June 2015 - Present
Retirement Plan Consultants LLC April 2012 - May 2015
Symmetry Partners March 2006 - October 2011
Advest, Inc. December 1997 - 2006
Peoples Securities October 1995 - November 1997
Education
University of Hartford 2003 — 2006
MBA
Eastern Connecticut State University 1997 — 2000
BA, Economics
Kimberly Merrill Kimberly Merrill's Transamerica Retirement Solutions Experience July 2013 - Present
Job Defined benefits
Industry Insurance
Experience
Transamerica Retirement Solutions July 2013 - Present
Diversified/Transamerica November 2012 - June 2013
Diversifed Retirement Corporation March 2011 - October 2012
Mercer July 2007 - March 2011
Liberty Mutual May 2005 - December 2005
Skills
Employee Benefits, Pensions
Education
Bryant University 2003 — 2007
BSBA, Actuarial Science
Transamerica Retirement Solutions July 2013 - Present
Diversified/Transamerica November 2012 - June 2013
Diversifed Retirement Corporation March 2011 - October 2012
Mercer July 2007 - March 2011
Liberty Mutual May 2005 - December 2005
Skills
Employee Benefits, Pensions
Education
Bryant University 2003 — 2007
BSBA, Actuarial Science
Maggie Hewes Adams Maggie Hewes Adams's Transamerica Retirement Solutions Experience January 2015 - Present
Job QA Consultant at Transamerica Retirement Solutions
Industry Human Resources
Experience
Transamerica Retirement Solutions January 2015 - Present
Maggie Hewes Adams August 2008 - Present
Strategic Benefits Advisors, Inc. February 2009 - May 2009
The Coca-Cola Company March 2006 - August 2008
Mercer Human Resource Consulting 2003 - 2005
Northern Trust Retirement Consulting March 1998 - August 2003
Skills
Qualified Domestic..., Spreadsheets, Employee Benefits, Actuarial Science, Data Analysis, Pensions, Defined Benefit, Access, Statistics, Microsoft Excel, Analysis, Benefits Administration
Education
Georgia State University 1996 — 1997
M.As seeking, Actuarial Science
Georgia State University 1995 — 1996
M.Ed., Science Education
Pennsylvania State University 1992 — 1994
PhD seeking, Chemistry
University of Colorado Boulder 1988 — 1992
B.A, Chemistry
University of California, Santa Cruz 1989 — 1989
The University of Georgia 1987 — 1988
The Westminster Schools 1980 — 1987
Transamerica Retirement Solutions January 2015 - Present
Maggie Hewes Adams August 2008 - Present
Strategic Benefits Advisors, Inc. February 2009 - May 2009
The Coca-Cola Company March 2006 - August 2008
Mercer Human Resource Consulting 2003 - 2005
Northern Trust Retirement Consulting March 1998 - August 2003
Skills
Qualified Domestic..., Spreadsheets, Employee Benefits, Actuarial Science, Data Analysis, Pensions, Defined Benefit, Access, Statistics, Microsoft Excel, Analysis, Benefits Administration
Education
Georgia State University 1996 — 1997
M.As seeking, Actuarial Science
Georgia State University 1995 — 1996
M.Ed., Science Education
Pennsylvania State University 1992 — 1994
PhD seeking, Chemistry
University of Colorado Boulder 1988 — 1992
B.A, Chemistry
University of California, Santa Cruz 1989 — 1989
The University of Georgia 1987 — 1988
The Westminster Schools 1980 — 1987
Steve and Mary Lair Steve and Mary Lair's Transamerica Retirement Solutions Experience November 2013 - Present
Job Steve Lair Recent Appointments
Industry Financial Services
Experience
Transamerica Retirement Solutions November 2013 - Present
World Financial Group (WFG) July 2009 - Present
The LairGroup Insurance Services January 2011 - November 2014
Axianta Financial Partners 2011 - 2014
New York Life Insurance Company January 2011 - May 2012
The MSM Consulting Group, Inc. September 2007 - December 2009
Cargill Consulting Group, Inc. 2008 - 2009
Texas Instruments 1995 - 1998
TOSHIBA AMERICA BUSINESS SOLUTIONS 1992 - 1995
Dataquest January 1989 - October 1992
Skills
Sales, Strategy, Marketing, Small Business, Insurance, Direct Sales, Sales Process, Life Insurance, New Business Development, Retirement Planning, Marketing Strategy, Sales Management, Business Development, Entrepreneurship, Retirement, Leadership, Strategic Planning, Lead Generation, Business Planning, Team Building, Fixed Annuities, Start-ups, Selling, Competitive Analysis, Account Management, Coaching, CRM, Sales Presentations, Strategic Partnerships, Product Marketing, Public Speaking, Online Marketing, Training, Sales Operations, Market Research, B2B, Negotiation, Salesforce.com, Cold Calling, Social Networking, Social Media Marketing, Consulting, Market Analysis, Customer Retention, Direct Marketing, Solution Selling, Marketing Management, Business Strategy, Online Advertising, Health Insurance
Education
Various professional courses focused on in-depth insurance knowledge and technology currency. 2007 — 2014
Bachelor degree-Electrical Engineering, Multiple courses to achieve in-depth insurance knowledge and technology currency., licenses and certifications awarded
California State University-Northridge 1966 — 1974
Master of Business Administration (M.B.A.), International Marketing, 3.81
Transamerica Retirement Solutions November 2013 - Present
World Financial Group (WFG) July 2009 - Present
The LairGroup Insurance Services January 2011 - November 2014
Axianta Financial Partners 2011 - 2014
New York Life Insurance Company January 2011 - May 2012
The MSM Consulting Group, Inc. September 2007 - December 2009
Cargill Consulting Group, Inc. 2008 - 2009
Texas Instruments 1995 - 1998
TOSHIBA AMERICA BUSINESS SOLUTIONS 1992 - 1995
Dataquest January 1989 - October 1992
Skills
Sales, Strategy, Marketing, Small Business, Insurance, Direct Sales, Sales Process, Life Insurance, New Business Development, Retirement Planning, Marketing Strategy, Sales Management, Business Development, Entrepreneurship, Retirement, Leadership, Strategic Planning, Lead Generation, Business Planning, Team Building, Fixed Annuities, Start-ups, Selling, Competitive Analysis, Account Management, Coaching, CRM, Sales Presentations, Strategic Partnerships, Product Marketing, Public Speaking, Online Marketing, Training, Sales Operations, Market Research, B2B, Negotiation, Salesforce.com, Cold Calling, Social Networking, Social Media Marketing, Consulting, Market Analysis, Customer Retention, Direct Marketing, Solution Selling, Marketing Management, Business Strategy, Online Advertising, Health Insurance
Education
Various professional courses focused on in-depth insurance knowledge and technology currency. 2007 — 2014
Bachelor degree-Electrical Engineering, Multiple courses to achieve in-depth insurance knowledge and technology currency., licenses and certifications awarded
California State University-Northridge 1966 — 1974
Master of Business Administration (M.B.A.), International Marketing, 3.81
Daniel Long, QPFC Daniel Long, QPFC's Transamerica Retirement Solutions Experience July 2014 - Present
Job
Industry Financial Services
Experience
Transamerica Retirement Solutions July 2014 - Present
Transamerica Retirement Solutions October 2010 - June 2014
McGladrey October 2005 - October 2010
Goldman Sachs August 1998 - September 2005
PaineWebber, Inc. March 1997 - August 1998
ADP Benefit Services / WTR Consulting Group January 1996 - March 1997
Skills
Asset Management, Customer Relations, Employee Benefits, Investments, Consultative Selling, Customer Service, 401k, Investment Advisory, Selling, Asset Managment, Pensions, Mutual Funds, Retirement Planning, Portfolio Management, Financial Advisory, Retirement, IRAs, Alternative Investments, Qualified Retirement..., Business Development, Defined Benefit, Series 7, Series 63, Retirement Plan...
Education
Cornell University 1991 — 1995
BS
Northwestern University - Kellogg School of Management 1999 — 2001
MBA
North Babylon High School 1989 — 1991
Transamerica Retirement Solutions July 2014 - Present
Transamerica Retirement Solutions October 2010 - June 2014
McGladrey October 2005 - October 2010
Goldman Sachs August 1998 - September 2005
PaineWebber, Inc. March 1997 - August 1998
ADP Benefit Services / WTR Consulting Group January 1996 - March 1997
Skills
Asset Management, Customer Relations, Employee Benefits, Investments, Consultative Selling, Customer Service, 401k, Investment Advisory, Selling, Asset Managment, Pensions, Mutual Funds, Retirement Planning, Portfolio Management, Financial Advisory, Retirement, IRAs, Alternative Investments, Qualified Retirement..., Business Development, Defined Benefit, Series 7, Series 63, Retirement Plan...
Education
Cornell University 1991 — 1995
BS
Northwestern University - Kellogg School of Management 1999 — 2001
MBA
North Babylon High School 1989 — 1991
Gabe Chamberlin's Transamerica Retirement Solutions Experience May 2015 - Present
Job TPA Sales Support Manager at Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions May 2015 - Present
Transamerica Retirement Solutions October 2013 - Present
Center Point Bank and Trust May 2013 - October 2013
Transamerica Retirement Solutions January 2008 - May 2013
Wells Fargo 2006 - 2007
Transamerica Retirement Solutions August 2004 - September 2006
Skills
Pensions, Mutual Funds, Insurance, Series 6, Retirement Planning, Retirement, Client Management, 401(k) Plan Compliance..., Plan Design and..., Debt Management, Credit, CRM, 401k, Relationship Management, Loans, Series 63, Qualified Retirement..., Strategic Financial...
Education
Buena Vista University 2000 — 2004
Bachelor of Arts (B.A.)
Center Point
Transamerica Retirement Solutions May 2015 - Present
Transamerica Retirement Solutions October 2013 - Present
Center Point Bank and Trust May 2013 - October 2013
Transamerica Retirement Solutions January 2008 - May 2013
Wells Fargo 2006 - 2007
Transamerica Retirement Solutions August 2004 - September 2006
Skills
Pensions, Mutual Funds, Insurance, Series 6, Retirement Planning, Retirement, Client Management, 401(k) Plan Compliance..., Plan Design and..., Debt Management, Credit, CRM, 401k, Relationship Management, Loans, Series 63, Qualified Retirement..., Strategic Financial...
Education
Buena Vista University 2000 — 2004
Bachelor of Arts (B.A.)
Center Point
Megan Messick Megan Messick's Transamerica Retirement Solutions Experience April 2008 - Present
Job Service Representative at Transamerica Life Insurance Company
Industry Insurance
Experience
Transamerica Retirement Solutions April 2008 - Present
All Aboard Day Care August 2007 - April 2008
Kohl's Department Stores April 2006 - September 2007
Cole Library September 2003 - September 2005
Iowa Pearl Button Company April 2002 - December 2004
Education
Mount Mercy College 2011 — 2014
Bachelor of Arts, Accounting
Kirkwood Community College 2010 — 2011
Bachelor of Arts, Accounting- Transfer to Mount Mercy
Cornell College 2003 — 2007
Bachelor of Arts, Psychology
Transamerica Retirement Solutions April 2008 - Present
All Aboard Day Care August 2007 - April 2008
Kohl's Department Stores April 2006 - September 2007
Cole Library September 2003 - September 2005
Iowa Pearl Button Company April 2002 - December 2004
Education
Mount Mercy College 2011 — 2014
Bachelor of Arts, Accounting
Kirkwood Community College 2010 — 2011
Bachelor of Arts, Accounting- Transfer to Mount Mercy
Cornell College 2003 — 2007
Bachelor of Arts, Psychology
Chris Rivers's Transamerica Retirement Solutions Experience August 2015 - Present
Job Vice President of Sales Special Markets at Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions August 2015 - Present
John Hancock Retirement Plan Services April 2015 - July 2015
New York Life Retirement Plan Services January 2014 - April 2015
New York Life Retirement Plan Services October 2011 - December 2013
New York Life Retirement Plan Services June 2009 - September 2011
New York Life Retirement Plan Services February 2006 - June 2009
New York Life Retirement Plan Services November 2000 - February 2006
CitiStreet February 1999 - November 2000
Putnam Investments 1996 - 1999
Enterprise Rent-A-Car 1993 - 1994
Skills
Series 63, Pensions, Financial Services, Financial Advisory, Business, FINRA, 401k, Employee Benefits, Investments, Retirement, Insurance, Retirement Planning, Mutual Funds, Defined Benefit, Series 6, Defined Contribution
Education
Fitchburg State University 1988 — 1993
Bachelors, Marketing/ Economics
Stoughton High School 1984 — 1988
Transamerica Retirement Solutions August 2015 - Present
John Hancock Retirement Plan Services April 2015 - July 2015
New York Life Retirement Plan Services January 2014 - April 2015
New York Life Retirement Plan Services October 2011 - December 2013
New York Life Retirement Plan Services June 2009 - September 2011
New York Life Retirement Plan Services February 2006 - June 2009
New York Life Retirement Plan Services November 2000 - February 2006
CitiStreet February 1999 - November 2000
Putnam Investments 1996 - 1999
Enterprise Rent-A-Car 1993 - 1994
Skills
Series 63, Pensions, Financial Services, Financial Advisory, Business, FINRA, 401k, Employee Benefits, Investments, Retirement, Insurance, Retirement Planning, Mutual Funds, Defined Benefit, Series 6, Defined Contribution
Education
Fitchburg State University 1988 — 1993
Bachelors, Marketing/ Economics
Stoughton High School 1984 — 1988
Michelle Pellerin Michelle Pellerin's Transamerica Retirement Solutions Experience September 2012 - Present
Job Transition Manager at Diversified
Industry Financial Services
Experience
Transamerica Retirement Solutions September 2012 - Present
Transamerica Retirement Solutions 2012 - 2015
Transamerica Retirement Solutions 2012 - 2015
The Newport Group June 2011 - March 2012
The Entrepreneur's Source July 2009 - June 2011
JPMorgan Retirement Plan Services October 2005 - January 2009
JP Morgan Retirement Plan Services October 2002 - October 2005
American Century/JPMorgan Retirement Plan Services January 2000 - October 2002
American Century/JPMorgan Retirement Plan Services January 1998 - January 2000
Pension Consultants and Administrators, Inc. 1994 - 1998
Skills
Strategic Planning, Vendor Management, Strategy, Process Improvement, Employee Benefits, Financial Analysis, Project Management, Business Analysis, Customer Service, Product Management, Leadership, Management, Team Building, Coaching, Team Leadership, Human Resources, CRM, Training, Mutual Funds, Sales Management, Business Planning, Budgets, Business Development, Mergers & Acquisitions, Account Management, Competitive Analysis, Small Business
Education
Keller Graduate School of Management 2003 — 2005
MBA, Marketing and International Business
The University of Texas at Arlington 1984 — 1986
MBA, Accounting
Boston University 1979 — 1982
B.A., Psychology
Transamerica Retirement Solutions September 2012 - Present
Transamerica Retirement Solutions 2012 - 2015
Transamerica Retirement Solutions 2012 - 2015
The Newport Group June 2011 - March 2012
The Entrepreneur's Source July 2009 - June 2011
JPMorgan Retirement Plan Services October 2005 - January 2009
JP Morgan Retirement Plan Services October 2002 - October 2005
American Century/JPMorgan Retirement Plan Services January 2000 - October 2002
American Century/JPMorgan Retirement Plan Services January 1998 - January 2000
Pension Consultants and Administrators, Inc. 1994 - 1998
Skills
Strategic Planning, Vendor Management, Strategy, Process Improvement, Employee Benefits, Financial Analysis, Project Management, Business Analysis, Customer Service, Product Management, Leadership, Management, Team Building, Coaching, Team Leadership, Human Resources, CRM, Training, Mutual Funds, Sales Management, Business Planning, Budgets, Business Development, Mergers & Acquisitions, Account Management, Competitive Analysis, Small Business
Education
Keller Graduate School of Management 2003 — 2005
MBA, Marketing and International Business
The University of Texas at Arlington 1984 — 1986
MBA, Accounting
Boston University 1979 — 1982
B.A., Psychology
Senada Omerovic Senada Omerovic's Transamerica Retirement Solutions Experience November 2008 - Present
Job Intermediate Accountant at TRS
Industry Accounting
Experience
Transamerica Retirement Solutions November 2008 - Present
Diversified Investment Advisors March 2008 - November 2008
MBIA October 2007 - August 2008
Skills
Financial Reporting, Strategic Financial..., Financial Analysis, Bloomberg, Investments, Accounting, Asset Management, Due Diligence, Financial Services, Mutual Funds, Risk Management, Microsoft Excel, Account Reconciliation, Microsoft Word, Microsoft Office, Financial Accounting, Financial Modeling
Education
Baruch College, City University of New York (CUNY) 2006 — 2009
BBA, Finance
University at Albany, SUNY 2003 — 2005
Accounting
Transamerica Retirement Solutions November 2008 - Present
Diversified Investment Advisors March 2008 - November 2008
MBIA October 2007 - August 2008
Skills
Financial Reporting, Strategic Financial..., Financial Analysis, Bloomberg, Investments, Accounting, Asset Management, Due Diligence, Financial Services, Mutual Funds, Risk Management, Microsoft Excel, Account Reconciliation, Microsoft Word, Microsoft Office, Financial Accounting, Financial Modeling
Education
Baruch College, City University of New York (CUNY) 2006 — 2009
BBA, Finance
University at Albany, SUNY 2003 — 2005
Accounting
Sean Duncan, ARPC, AIF Sean Duncan, ARPC, AIF's Transamerica Retirement Solutions Experience August 2008 - March 2010
Job Director of Business Development at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group March 2014 - Present
Lincoln Financial Group January 2013 - March 2014
Duncan Retirement Consulting January 2011 - December 2012
Transamerica Retirement Solutions August 2008 - March 2010
Transamerica August 2006 - August 2008
Rosenzweig & Associates October 2005 - June 2006
The Vanguard Group 1999 - 2006
Skills
Retirement Planning, Investments, 401k, Series 63, Pensions, Retirement, Mutual Funds, CRM, Series 6, Defined Benefit, Retirement Plan..., Defined Contribution, Wealth Management, Profit Sharing, Employee Benefits, Securities, Investment Advisory, Qualified Retirement..., FINRA, Strategic Financial..., Investment Strategies, Asset Allocation, ERISA, Fixed Annuities, IRAs, Financial Services, Life Insurance, Relationship Management, Financial Advisory
Education
Eastern University
B.A., Business Administration
Lincoln Financial Group March 2014 - Present
Lincoln Financial Group January 2013 - March 2014
Duncan Retirement Consulting January 2011 - December 2012
Transamerica Retirement Solutions August 2008 - March 2010
Transamerica August 2006 - August 2008
Rosenzweig & Associates October 2005 - June 2006
The Vanguard Group 1999 - 2006
Skills
Retirement Planning, Investments, 401k, Series 63, Pensions, Retirement, Mutual Funds, CRM, Series 6, Defined Benefit, Retirement Plan..., Defined Contribution, Wealth Management, Profit Sharing, Employee Benefits, Securities, Investment Advisory, Qualified Retirement..., FINRA, Strategic Financial..., Investment Strategies, Asset Allocation, ERISA, Fixed Annuities, IRAs, Financial Services, Life Insurance, Relationship Management, Financial Advisory
Education
Eastern University
B.A., Business Administration
Mark Valentine Mark Valentine's Transamerica Retirement Solutions Experience September 2014 - Present
Job VP Defined Benefit Sales & Business Development at Transamerica Retirement Solutions
Industry Investment Management
Experience
Transamerica Retirement Solutions September 2014 - Present
BB&T May 2012 - September 2014
Fifth Third Bank January 2010 - March 2012
Charles Schwab Corporate Services June 2005 - May 2009
Merrill Lynch March 2005 - June 2005
HSBC 2002 - 2005
Fidelity Investments 1997 - 2002
Skills
Pensions, 401k, Public Sector, Defined Benefit, Product Development, Product Management, Consultant Relations, Investment Advisor..., Direct Sales, Sales Management, Cross-functional Team..., Foundation/Endowments, Launching Of New..., Series 65, Retirement, Selling, Wealth Management, Investment Advisory, Investment Strategies, Investments, Investment Management, Fixed Income, Equities, Strategic Financial..., CRM, Competitive Analysis, Financial Services, Retirement Planning, Relationship Management, Financial Advisory, Strategy, Mergers & Acquisitions, Defined Contribution, Series 63, FINRA, Asset Allocation, Securities, Series 6, Alternative Investments, Asset Management, Business Development, Business Planning, Portfolio Management, Retirement Plan..., Sales, Pension Administration
Education
Hobart and William Smith Colleges
BA, Economics
St. Bernard High School - Uncasville, CT
Transamerica Retirement Solutions September 2014 - Present
BB&T May 2012 - September 2014
Fifth Third Bank January 2010 - March 2012
Charles Schwab Corporate Services June 2005 - May 2009
Merrill Lynch March 2005 - June 2005
HSBC 2002 - 2005
Fidelity Investments 1997 - 2002
Skills
Pensions, 401k, Public Sector, Defined Benefit, Product Development, Product Management, Consultant Relations, Investment Advisor..., Direct Sales, Sales Management, Cross-functional Team..., Foundation/Endowments, Launching Of New..., Series 65, Retirement, Selling, Wealth Management, Investment Advisory, Investment Strategies, Investments, Investment Management, Fixed Income, Equities, Strategic Financial..., CRM, Competitive Analysis, Financial Services, Retirement Planning, Relationship Management, Financial Advisory, Strategy, Mergers & Acquisitions, Defined Contribution, Series 63, FINRA, Asset Allocation, Securities, Series 6, Alternative Investments, Asset Management, Business Development, Business Planning, Portfolio Management, Retirement Plan..., Sales, Pension Administration
Education
Hobart and William Smith Colleges
BA, Economics
St. Bernard High School - Uncasville, CT
Ryan Pate, CPC, QPFC Ryan Pate, CPC, QPFC's Transamerica Retirement Solutions Experience April 2014 - Present
Job Client Executive at Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions April 2014 - Present
Skills
Retirement Planning, Series 7, Relationship Management, Investment Advisory, Asset Managment, Investments, Mutual Funds, Financial Services, Asset Allocation, Retirement, 401k, Pensions, Securities, Series 63, Wealth Management, Asset Management
Education
Colorado State University 1998 — 2002
B.S., Physics & Mathematics
Transamerica Retirement Solutions April 2014 - Present
Skills
Retirement Planning, Series 7, Relationship Management, Investment Advisory, Asset Managment, Investments, Mutual Funds, Financial Services, Asset Allocation, Retirement, 401k, Pensions, Securities, Series 63, Wealth Management, Asset Management
Education
Colorado State University 1998 — 2002
B.S., Physics & Mathematics
Andrew Elwood Andrew Elwood's Transamerica Retirement Solutions Experience May 2015 - July 2015
Job Research and Analytics Specialist at Cedar Rapids Metro Economic Alliance
Industry Information Technology and Services
Experience
Cedar Rapids Metro Economic Alliance August 2015 - Present
Transamerica Retirement Solutions May 2015 - July 2015
Infinity Contact December 2012 - October 2014
SourceMedia Group Inc May 2007 - December 2012
McLeodUSA Inc September 2001 - May 2007
McLeodUSA Inc March 2000 - September 2001
McLeodUSA Inc April 1999 - March 2000
Brokaw Vending September 1997 - February 1999
Skills
Microsoft Excel, PowerPoint, Microsoft Word, SPSS, Visio, Microsoft Office, Performance Metrics, Financial Metrics, Key Metrics, Email Marketing, Google Analytics, Analytics, SharePoint, Marketing, Project Management, Quality Assurance, Management, Market Research, Training, Leadership, Data Analysis, Access, Sales, Databases, Customer Service, Salesforce.com, Strategic Planning, Process Improvement, Software Documentation, Call Center
Education
Mount Mercy University 2002 — 2004
BS, Business
Coe College 2001 — 2004
Business Administration
Loras College 1993 — 1997
Associates, Human Resource Management
Cedar Rapids Metro Economic Alliance August 2015 - Present
Transamerica Retirement Solutions May 2015 - July 2015
Infinity Contact December 2012 - October 2014
SourceMedia Group Inc May 2007 - December 2012
McLeodUSA Inc September 2001 - May 2007
McLeodUSA Inc March 2000 - September 2001
McLeodUSA Inc April 1999 - March 2000
Brokaw Vending September 1997 - February 1999
Skills
Microsoft Excel, PowerPoint, Microsoft Word, SPSS, Visio, Microsoft Office, Performance Metrics, Financial Metrics, Key Metrics, Email Marketing, Google Analytics, Analytics, SharePoint, Marketing, Project Management, Quality Assurance, Management, Market Research, Training, Leadership, Data Analysis, Access, Sales, Databases, Customer Service, Salesforce.com, Strategic Planning, Process Improvement, Software Documentation, Call Center
Education
Mount Mercy University 2002 — 2004
BS, Business
Coe College 2001 — 2004
Business Administration
Loras College 1993 — 1997
Associates, Human Resource Management
Kristin Tamrakar Kristin Tamrakar's Transamerica Retirement Solutions Experience August 2011 - December 2014
Job Registered Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch December 2014 - Present
Transamerica Retirement Solutions August 2011 - December 2014
Wells Fargo Home Mortgage June 2009 - May 2011
Skills
Retirement, Series 6, Series 63, Financial Services, Retirement Planning, Mutual Funds, Wealth Management, Relationship Management, Investments, Series 7, 401k, Securities, Series 66
Education
Buena Vista University 2005 — 2009
Bachelor's Degree, International Business, Marketing, Spanish
Merrill Lynch December 2014 - Present
Transamerica Retirement Solutions August 2011 - December 2014
Wells Fargo Home Mortgage June 2009 - May 2011
Skills
Retirement, Series 6, Series 63, Financial Services, Retirement Planning, Mutual Funds, Wealth Management, Relationship Management, Investments, Series 7, 401k, Securities, Series 66
Education
Buena Vista University 2005 — 2009
Bachelor's Degree, International Business, Marketing, Spanish
Samantha McGrane Samantha McGrane's Transamerica Retirement Solutions Experience 2011 - April 2015
Job Project Manager at United Fire Group
Industry Insurance
Experience
United Fire Group April 2015 - Present
Transamerica Retirement Solutions 2011 - April 2015
Diversified 2008 - 2010
Skills
Project Management, Team Leadership, Manage Client..., Qualified Retirement..., Organization &..., 401k, Retirement, Retirement Planning, Series 6, Customer Service, Employee Benefits, Pensions
Education
Coe College 2002 — 2006
Sociology
United Fire Group April 2015 - Present
Transamerica Retirement Solutions 2011 - April 2015
Diversified 2008 - 2010
Skills
Project Management, Team Leadership, Manage Client..., Qualified Retirement..., Organization &..., 401k, Retirement, Retirement Planning, Series 6, Customer Service, Employee Benefits, Pensions
Education
Coe College 2002 — 2006
Sociology
Charlene Liang's Transamerica Retirement Solutions Experience June 2015 - Present
Job Actuarial Analyst at Transamerica Retirement Solutions
Industry Insurance
Experience
Transamerica Retirement Solutions June 2015 - Present
Transamerica Retirement Solutions July 2013 - May 2015
Skills
SAS programming, Microsoft Excel, Access, R, SAS, JavaScript, Visual Basic, Leadership, Outlook, Statistics, Defined Benefit, Pensions
Education
Boston University 2012 — 2015
Master’s Degree, Actuarial Science
Boston University 2008 — 2012
Bachelors of Arts, Mathematics and Statistics
Transamerica Retirement Solutions June 2015 - Present
Transamerica Retirement Solutions July 2013 - May 2015
Skills
SAS programming, Microsoft Excel, Access, R, SAS, JavaScript, Visual Basic, Leadership, Outlook, Statistics, Defined Benefit, Pensions
Education
Boston University 2012 — 2015
Master’s Degree, Actuarial Science
Boston University 2008 — 2012
Bachelors of Arts, Mathematics and Statistics
Kim Torio Kim Torio's Transamerica Retirement Solutions Experience December 2014 - Present
Job TPA Vice President at Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions December 2014 - Present
Polycomp Administrative Services, Inc. March 2013 - December 2014
Benefit Equity, Inc. August 2007 - February 2013
Skills
ERISA, Retirement Planning, Plan Design, Employee Benefits, Retirement, Compliance, Administration, Defined Contribution, 401k, Profit Sharing, Pensions, Cash Balance, Defined Benefit, 403 b, Finance, Tax, Microsoft Excel, Business Planning, Retirement Plan...
Education
Chapman University 2003 — 2007
BS, Finance & International Business
El Toro High School 1999 — 2003
Transamerica Retirement Solutions December 2014 - Present
Polycomp Administrative Services, Inc. March 2013 - December 2014
Benefit Equity, Inc. August 2007 - February 2013
Skills
ERISA, Retirement Planning, Plan Design, Employee Benefits, Retirement, Compliance, Administration, Defined Contribution, 401k, Profit Sharing, Pensions, Cash Balance, Defined Benefit, 403 b, Finance, Tax, Microsoft Excel, Business Planning, Retirement Plan...
Education
Chapman University 2003 — 2007
BS, Finance & International Business
El Toro High School 1999 — 2003
Dieter L. Walters, MBA's Transamerica Retirement Solutions Experience November 2014 - Present
Job Senior Retirement Counselor
Industry Investment Management
Experience
Transamerica Retirement Solutions November 2014 - Present
Fidelity Investments November 2010 - November 2014
Wells Fargo September 2008 - October 2010
Apollo Marking Solutions August 2007 - August 2008
Skills
Investments, Microsoft Office, Public Speaking, Microsoft Excel, Leadership, Strategic Planning, Relationship Management, Strategic Financial..., Life Insurance, Building Relationships, Negotiation, Sales Process, Banking, Retirement Planning, Series 7, Series 63, Finance, Sales, Mutual Funds, Retirement, Management, Portfolio Management, Financial Planning
Education
Colorado State University 2013 — 2015
Master of Business Administration (MBA), Finance
Brigham Young University 2005 — 2008
Bachelor of Applied Science (BASc), Psychology
Transamerica Retirement Solutions November 2014 - Present
Fidelity Investments November 2010 - November 2014
Wells Fargo September 2008 - October 2010
Apollo Marking Solutions August 2007 - August 2008
Skills
Investments, Microsoft Office, Public Speaking, Microsoft Excel, Leadership, Strategic Planning, Relationship Management, Strategic Financial..., Life Insurance, Building Relationships, Negotiation, Sales Process, Banking, Retirement Planning, Series 7, Series 63, Finance, Sales, Mutual Funds, Retirement, Management, Portfolio Management, Financial Planning
Education
Colorado State University 2013 — 2015
Master of Business Administration (MBA), Finance
Brigham Young University 2005 — 2008
Bachelor of Applied Science (BASc), Psychology
Cong Han's Transamerica Retirement Solutions Experience March 2007 - April 2015
Job
Industry Financial Services
Experience
Towers Watson 2015 - Present
Transamerica Retirement Solutions March 2007 - April 2015
Fidelity Investments July 2001 - March 2007
Skills
Operations Management, Operational Efficiency, Business Strategy, Team Leadership, Project Management, Mathematical Analysis, Microsoft Excel, Process Improvement, Process Engineering, Pensions, Risk Management, Restricted Stock, Financial Reporting, ESPP, Employee Stock Options, FASB, Financial Analysis, Retirement, Retirement Planning, Employee Benefits, Financial Services
Education
Boston University 2000 — 2001
Master of Science (MS), Actuarial Science
Towers Watson 2015 - Present
Transamerica Retirement Solutions March 2007 - April 2015
Fidelity Investments July 2001 - March 2007
Skills
Operations Management, Operational Efficiency, Business Strategy, Team Leadership, Project Management, Mathematical Analysis, Microsoft Excel, Process Improvement, Process Engineering, Pensions, Risk Management, Restricted Stock, Financial Reporting, ESPP, Employee Stock Options, FASB, Financial Analysis, Retirement, Retirement Planning, Employee Benefits, Financial Services
Education
Boston University 2000 — 2001
Master of Science (MS), Actuarial Science
Ledra Sprinkles Ledra Sprinkles's Transamerica Retirement Solutions Experience February 2015 - Present
Job Intermmediate Customer Care Representative at Transamerica Retirement Solutions
Industry Investment Management
Experience
Transamerica Retirement Solutions February 2015 - Present
Service Industry Research Systems October 2013 - March 2014
Service Industry Research Systems June 2013 - October 2013
Bed Bath & Beyond October 2011 - June 2013
Bed Bath & Beyond October 2010 - October 2011
Bed Bath & Beyond December 2008 - October 2010
Skills
Customer Service, Management, Schedules, Critical Thinking, Analysis, Complaint Management, Customer Satisfaction, Communication Skills, sales, Training Delivery, Team Building, Team Leadership, Goal Oriented, Consulting, Multi Tasking, Leadership, Written Communication, Operations Management, New Hire Orientations, New Hire Training, New Hire Paperwork, Weddings, File Management, Training, Customer Experience, People Skills, Staff Development, Problem Solving, Data Analysis, Human Resources, Interviews, Bridal, Registry, Service Management, Service Delivery, Loss Prevention, Self-starter, Staff Supervision, Coaching, Oral Communication, Personnel Management, Retail, Independent Thinking, Organization, Visual Merchandising, Merchandising, Clerical Skills, Analytic Thinking, Strategic Thinking, People-oriented
Education
Northern Kentucky University 2006 — 2009
Bachelor's degree, Philosophy, English
Florida College of Natural Health-Pompano Beach 2002 — 2004
Technical Diploma, Massage Therapy/Therapeutic Massage
Transamerica Retirement Solutions February 2015 - Present
Service Industry Research Systems October 2013 - March 2014
Service Industry Research Systems June 2013 - October 2013
Bed Bath & Beyond October 2011 - June 2013
Bed Bath & Beyond October 2010 - October 2011
Bed Bath & Beyond December 2008 - October 2010
Skills
Customer Service, Management, Schedules, Critical Thinking, Analysis, Complaint Management, Customer Satisfaction, Communication Skills, sales, Training Delivery, Team Building, Team Leadership, Goal Oriented, Consulting, Multi Tasking, Leadership, Written Communication, Operations Management, New Hire Orientations, New Hire Training, New Hire Paperwork, Weddings, File Management, Training, Customer Experience, People Skills, Staff Development, Problem Solving, Data Analysis, Human Resources, Interviews, Bridal, Registry, Service Management, Service Delivery, Loss Prevention, Self-starter, Staff Supervision, Coaching, Oral Communication, Personnel Management, Retail, Independent Thinking, Organization, Visual Merchandising, Merchandising, Clerical Skills, Analytic Thinking, Strategic Thinking, People-oriented
Education
Northern Kentucky University 2006 — 2009
Bachelor's degree, Philosophy, English
Florida College of Natural Health-Pompano Beach 2002 — 2004
Technical Diploma, Massage Therapy/Therapeutic Massage
Jason Ludwikowski Jason Ludwikowski's Transamerica Retirement Solutions Experience October 2014 - Present
Job Sales Director Multiple Employer Plans
Industry Financial Services
Experience
Transamerica Retirement Solutions October 2014 - Present
Transamerica Retirement Solutions April 2012 - October 2014
John Hancock Retirement Plan Services January 2011 - April 2012
John Hancock Retirement Plan Services April 2008 - December 2010
Edward Jones Investments March 2007 - August 2007
Ritchie Capital Management January 2003 - March 2007
Ace Hardware Corporation December 2000 - January 2003
Ace Hardware Corporation July 1999 - November 2000
Ace Hardware Corporation June 1998 - June 1999
Ace Hardware Corporation August 1996 - May 1998
Education
Aurora University 1992 — 1996
Bachelors of Arts
Transamerica Retirement Solutions October 2014 - Present
Transamerica Retirement Solutions April 2012 - October 2014
John Hancock Retirement Plan Services January 2011 - April 2012
John Hancock Retirement Plan Services April 2008 - December 2010
Edward Jones Investments March 2007 - August 2007
Ritchie Capital Management January 2003 - March 2007
Ace Hardware Corporation December 2000 - January 2003
Ace Hardware Corporation July 1999 - November 2000
Ace Hardware Corporation June 1998 - June 1999
Ace Hardware Corporation August 1996 - May 1998
Education
Aurora University 1992 — 1996
Bachelors of Arts
Bryan Otis Bryan Otis's Transamerica Retirement Solutions Experience January 2015 - Present
Job Internal Wholesaler at Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions January 2015 - Present
MetLife December 2013 - December 2014
Merrill Lynch February 2013 - November 2013
Education
Fort Hays State University 2011 — 2013
Bachelor's degree, Business Administration and Management, General
University of North Alabama 2008 — 2011
Bachelor's degree, Business Administration and Management, General
Transamerica Retirement Solutions January 2015 - Present
MetLife December 2013 - December 2014
Merrill Lynch February 2013 - November 2013
Education
Fort Hays State University 2011 — 2013
Bachelor's degree, Business Administration and Management, General
University of North Alabama 2008 — 2011
Bachelor's degree, Business Administration and Management, General
Sean McSherry's Transamerica Retirement Solutions Experience November 2003 - Present
Job Senior Data Analyst at Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions November 2003 - Present
Skills
Access, SQL, Data Analysis, VBA, Analytics, Databases, Requirements Analysis, Microsoft Excel, Process Improvement, Requirements Gathering, Project Management, Informatica, Data Integration, Data Conversion, Customer Service
Education
Boston University
Bachelor's degree, Business Administration and Management, General
Transamerica Retirement Solutions November 2003 - Present
Skills
Access, SQL, Data Analysis, VBA, Analytics, Databases, Requirements Analysis, Microsoft Excel, Process Improvement, Requirements Gathering, Project Management, Informatica, Data Integration, Data Conversion, Customer Service
Education
Boston University
Bachelor's degree, Business Administration and Management, General
Linda Badilo Linda Badilo's Transamerica Retirement Solutions Experience August 2011 - Present
Job Director, Client Executive at Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions August 2011 - Present
Diversified Investment Advisors to Diversified Partners in Retirement Solutions August 2011 - March 2013
Charles Schwab July 2000 - July 2011
The 401(k) Company July 2000 - July 2011
The 401(k) Company July 1996 - July 2000
Plan Data, Inc. 1992 - 1996
Jefferson Pilot Financial 1990 - 1992
Skills
401k, Retirement Plan..., ERISA, Profit Sharing, Retirement, Defined Benefit, Pensions, Defined Contribution, Qualified Retirement..., Series 63, Retirement Planning, Series 6, Pension Administration, Employee Benefits, Asset Allocation, Mutual Funds
Education
Guilford College 1987 — 1990
BA, Business Administration, minor in Accounting
Transamerica Retirement Solutions August 2011 - Present
Diversified Investment Advisors to Diversified Partners in Retirement Solutions August 2011 - March 2013
Charles Schwab July 2000 - July 2011
The 401(k) Company July 2000 - July 2011
The 401(k) Company July 1996 - July 2000
Plan Data, Inc. 1992 - 1996
Jefferson Pilot Financial 1990 - 1992
Skills
401k, Retirement Plan..., ERISA, Profit Sharing, Retirement, Defined Benefit, Pensions, Defined Contribution, Qualified Retirement..., Series 63, Retirement Planning, Series 6, Pension Administration, Employee Benefits, Asset Allocation, Mutual Funds
Education
Guilford College 1987 — 1990
BA, Business Administration, minor in Accounting
Steven Teng Steven Teng's Transamerica Retirement Solutions Experience July 2013 - September 2013
Job Auditor at Vasquez & Company LLP
Industry Financial Services
Experience
Vasquez & Company LLP May 2014 - Present
Los Angeles County Economic Development Corporation (LAEDC) February 2014 - May 2014
UCLA February 2014 - May 2014
Transamerica Retirement Solutions July 2013 - September 2013
Foothill College April 2011 - June 2012
PwC April 2012 - April 2012
Skills
Mandarin, Financial Accounting, Financial Analysis, PowerPoint, Time Management, Critical Thinking, Microsoft Excel, Accounting, Microsoft Word, Team Building, Social Networking, Business Networking, Self-starter, Financial Statement..., Stata, Presentations, Online Research, Dignity, Organizational..., Passion for Helping..., Business Ethics, Great Motivator, Compassion, Respect, Highly detail oriented, Driven By Results, Statistical Data..., Business Planning, Resource Development, Thinking Outside The Box, Enjoy New Challenges, Keen Listener, Entrepreneurship, Energy, Cross-functional..., Confidence Building, Patient Counseling, Academic Tutoring, Smiling, Positive Can-do Attitude, Microsoft Suites, Multi Tasking
Education
UCLA 2012 — 2014
Bachelor of Arts (B.A.), Business/Managerial Economics
Foothill College 2010 — 2012
Transfer Program, Accounting
Vasquez & Company LLP May 2014 - Present
Los Angeles County Economic Development Corporation (LAEDC) February 2014 - May 2014
UCLA February 2014 - May 2014
Transamerica Retirement Solutions July 2013 - September 2013
Foothill College April 2011 - June 2012
PwC April 2012 - April 2012
Skills
Mandarin, Financial Accounting, Financial Analysis, PowerPoint, Time Management, Critical Thinking, Microsoft Excel, Accounting, Microsoft Word, Team Building, Social Networking, Business Networking, Self-starter, Financial Statement..., Stata, Presentations, Online Research, Dignity, Organizational..., Passion for Helping..., Business Ethics, Great Motivator, Compassion, Respect, Highly detail oriented, Driven By Results, Statistical Data..., Business Planning, Resource Development, Thinking Outside The Box, Enjoy New Challenges, Keen Listener, Entrepreneurship, Energy, Cross-functional..., Confidence Building, Patient Counseling, Academic Tutoring, Smiling, Positive Can-do Attitude, Microsoft Suites, Multi Tasking
Education
UCLA 2012 — 2014
Bachelor of Arts (B.A.), Business/Managerial Economics
Foothill College 2010 — 2012
Transfer Program, Accounting
Christofer Flores Christofer Flores's Transamerica Retirement Solutions Experience August 2012 - July 2014
Job Client Services Analyst II at Mercer
Industry Financial Services
Experience
Mercer July 2014 - Present
Transamerica Retirement Solutions August 2012 - July 2014
Bryant University - Special Events Office May 2011 - August 2011
Bryant University September 2010 - May 2011
LAZ Parking, LTD September 2010 - May 2011
Skills
Visual Basic, Visio, Access, PowerPoint, Microsoft Excel, Microsoft Word, Python, Visual Analyst, Pervasive Data..., Databases, Time Management, SQL, Management, Customer Service, Data Analysis, Analysis
Education
Bryant University 2008 — 2012
Bachelors of Science in Business Administration, Computer Information Systems
Mercer July 2014 - Present
Transamerica Retirement Solutions August 2012 - July 2014
Bryant University - Special Events Office May 2011 - August 2011
Bryant University September 2010 - May 2011
LAZ Parking, LTD September 2010 - May 2011
Skills
Visual Basic, Visio, Access, PowerPoint, Microsoft Excel, Microsoft Word, Python, Visual Analyst, Pervasive Data..., Databases, Time Management, SQL, Management, Customer Service, Data Analysis, Analysis
Education
Bryant University 2008 — 2012
Bachelors of Science in Business Administration, Computer Information Systems
Christine Sanford Christine Sanford's Transamerica Retirement Solutions Experience September 2006 - Present
Job Vice President, Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions September 2006 - Present
MassMutual March 2002 - August 2006
Fidelity Investments October 1995 - February 2002
Skills
Series 7, 401k, Mutual Funds, Series 63, Retirement, Investments, Retirement Planning, Asset Allocation, Financial Services, Asset Management, Pensions, Investment Advisory, Series 6, Defined Benefit, Securities, Retirement Plan..., Alternative Investments
Education
Northeastern University - Graduate School of Business Administration
MBA
University of Massachusetts, Amherst
BA
Transamerica Retirement Solutions September 2006 - Present
MassMutual March 2002 - August 2006
Fidelity Investments October 1995 - February 2002
Skills
Series 7, 401k, Mutual Funds, Series 63, Retirement, Investments, Retirement Planning, Asset Allocation, Financial Services, Asset Management, Pensions, Investment Advisory, Series 6, Defined Benefit, Securities, Retirement Plan..., Alternative Investments
Education
Northeastern University - Graduate School of Business Administration
MBA
University of Massachusetts, Amherst
BA
Jeremy Schira, QPA QKA Jeremy Schira, QPA QKA's Transamerica Retirement Solutions Experience March 2001 - March 2011
Job Principal Retirement Plan Consultant at Schneider, Male & Strakowski Co., EA
Industry Financial Services
Experience
Schneider, Male & Strakowski Co., E.A. March 2011 - Present
Transamerica Retirement Solutions March 2001 - March 2011
Skills
Small Business, Retirement Planning, 401k, Retirement, Pensions
Education
Cincinnati State Technical and Community College
Double Associates, Business Management & Financial Management
Wilmington College, Ohio
Business Management
Schneider, Male & Strakowski Co., E.A. March 2011 - Present
Transamerica Retirement Solutions March 2001 - March 2011
Skills
Small Business, Retirement Planning, 401k, Retirement, Pensions
Education
Cincinnati State Technical and Community College
Double Associates, Business Management & Financial Management
Wilmington College, Ohio
Business Management
Debbie Brito Debbie Brito's Transamerica Retirement Solutions Experience May 2001 - Present
Job Assistant Director, QA at Transamerica Retirement Solutions
Industry Computer Software
Experience
Transamerica Retirement Solutions May 2001 - Present
Greenburgh Public Library November 1997 - January 2015
Skills
Archival Processing, Cataloging, Digital Libraries, Archives, Library Science, Library, Interlibrary Loan, Information Management, Library Management, Collection Development, SDLC, Virtual Reference, Process Improvement, Library Reference, Information Retrieval, Public Libraries, Research, Agile Methodologies, Project Management
Education
Drexel University 2007 — 2009
Master, Library & Information Science
Dominican College of Blauvelt 1998 — 2002
B.A, MIS & International Business
Transamerica Retirement Solutions May 2001 - Present
Greenburgh Public Library November 1997 - January 2015
Skills
Archival Processing, Cataloging, Digital Libraries, Archives, Library Science, Library, Interlibrary Loan, Information Management, Library Management, Collection Development, SDLC, Virtual Reference, Process Improvement, Library Reference, Information Retrieval, Public Libraries, Research, Agile Methodologies, Project Management
Education
Drexel University 2007 — 2009
Master, Library & Information Science
Dominican College of Blauvelt 1998 — 2002
B.A, MIS & International Business
James Swartz, MBA James Swartz, MBA's Transamerica Retirement Solutions Experience May 2011 - Present
Job Regional Vice President at Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions May 2011 - Present
Transamerica Retirement Solutions May 2008 - April 2011
SunGard ProNvest 2007 - 2008
Wells Fargo 2006 - 2007
Union Bank of California 1999 - 2006
City National Investments 1997 - 1999
Union Bank of California 1994 - 1997
Skills
401k, Defined Benefit, Hold Series 7, Qualified Retirement..., New Business Development
Education
California State University-San Bernardino 2008 — 2010
MBA, Management
California State University-Northridge
BS, Business Administration/Finance
Transamerica Retirement Solutions May 2011 - Present
Transamerica Retirement Solutions May 2008 - April 2011
SunGard ProNvest 2007 - 2008
Wells Fargo 2006 - 2007
Union Bank of California 1999 - 2006
City National Investments 1997 - 1999
Union Bank of California 1994 - 1997
Skills
401k, Defined Benefit, Hold Series 7, Qualified Retirement..., New Business Development
Education
California State University-San Bernardino 2008 — 2010
MBA, Management
California State University-Northridge
BS, Business Administration/Finance
Lori Wenzl Davis, CPC, QPFC, CFP® Lori Wenzl Davis, CPC, QPFC, CFP®'s Transamerica Retirement Solutions Experience October 2013 - Present
Job Transition Consultant at Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions October 2013 - Present
Tampa Bay Lightning February 2013 - October 2013
ASPire Financial Services, LLC February 2011 - February 2013
The Newport Group August 2009 - December 2010
Fidelity Investments September 2007 - March 2009
Invesmart 2001 - 2007
The 401(k) Company 1996 - 2001
Ameriprise Financial 1988 - 1995
Skills
Series 7, Retirement Planning, Pensions, New Business Development, Banking, Relationship Management, Asset Allocation, Project Management, Investment Advisory, Finance, Strategic Financial...
Education
Drake University 1981 — 1985
Bachelor of Arts, Journalism
Transamerica Retirement Solutions October 2013 - Present
Tampa Bay Lightning February 2013 - October 2013
ASPire Financial Services, LLC February 2011 - February 2013
The Newport Group August 2009 - December 2010
Fidelity Investments September 2007 - March 2009
Invesmart 2001 - 2007
The 401(k) Company 1996 - 2001
Ameriprise Financial 1988 - 1995
Skills
Series 7, Retirement Planning, Pensions, New Business Development, Banking, Relationship Management, Asset Allocation, Project Management, Investment Advisory, Finance, Strategic Financial...
Education
Drake University 1981 — 1985
Bachelor of Arts, Journalism
Emilie Warren Emilie Warren's Transamerica Retirement Solutions Experience September 2013 - September 2014
Job Sponsor Services at Unbound (nonprofit)
Industry Nonprofit Organization Management
Experience
Unbound (nonprofit) May 2015 - Present
Greenway Home Cleaning / Private Childcare November 2014 - February 2015
Transamerica Retirement Solutions September 2013 - September 2014
Iowa City Community School District September 2012 - June 2013
AmeriCorps: North Liberty Coalition May 2012 - August 2012
Yell November 2011 - May 2012
Mount Mercy University August 2007 - May 2011
Skills
Creative Writing, Editing, Community Outreach, Time Management, Customer Service, Microsoft Office, Proofreading, Interviews, Copywriting, SEO, Word Processing, Research, Interpersonal..., Phone Etiquette, Data Entry, Data Management, Document Management, Tech-savvy, Fundraising
Education
Mount Mercy University 2007 — 2011
Bachelor's, English and Secondary Education, minor: Creative Writing
Canterbury Christ Church University
Study Abroad in 2011 Spring Semester, Cultural and Lit Studies
Unbound (nonprofit) May 2015 - Present
Greenway Home Cleaning / Private Childcare November 2014 - February 2015
Transamerica Retirement Solutions September 2013 - September 2014
Iowa City Community School District September 2012 - June 2013
AmeriCorps: North Liberty Coalition May 2012 - August 2012
Yell November 2011 - May 2012
Mount Mercy University August 2007 - May 2011
Skills
Creative Writing, Editing, Community Outreach, Time Management, Customer Service, Microsoft Office, Proofreading, Interviews, Copywriting, SEO, Word Processing, Research, Interpersonal..., Phone Etiquette, Data Entry, Data Management, Document Management, Tech-savvy, Fundraising
Education
Mount Mercy University 2007 — 2011
Bachelor's, English and Secondary Education, minor: Creative Writing
Canterbury Christ Church University
Study Abroad in 2011 Spring Semester, Cultural and Lit Studies
Joe Masterson Joe Masterson's Transamerica Retirement Solutions Experience November 2012 - June 2013
Job President at Rapid Growth Consultants
Industry Investment Management
Experience
Castle Rock Innovations, LLC June 2014 - Present
Brookhaven National Laboratory June 2014 - Present
Rapid Growth Consultants January 2014 - Present
Food Bank for Westchester December 1988 - Present
Transamerica Retirement Solutions November 2012 - June 2013
Diversified January 1994 - November 2012
MONY 1985 - December 1993
CITICORP INVESTMENT MANAGEMENT February 1984 - November 1985
Aetna Life & Casualty 1976 - 1984
Skills
Series 7, Series 63, Asset Management, Investments, Mutual Funds, 401k, Asset Allocation, Retirement, Pensions, Investment Advisory, Portfolio Management, Defined Benefit, Strategic Planning, Series 6, Employee Benefits, Public Speaking, New Business Development, Business Strategy, Marketing Strategy, Insurance, Equities, ERISA, Financial Services, Wealth Management, Asset Managment, Investment Strategies, Fixed Income, Strategic Financial..., Retirement Planning, Relationship Management, Alternative Investments, Securities, FINRA, Morningstar, Series 65, Retirement Plan..., Financial Advisory, Fixed Annuities, Investment Management, ETFs, Variable Annuities, Venture Capital, Wealth Management..., Sales Management, 403 b, Series 24, Hedge Funds, Institutional..., Profit Sharing, IRAs
Education
Fordham Gabelli School of Business 1980 — 1984
MBA, Finance
Fordham University 1972 — 1976
B.S., Marketing
Castle Rock Innovations, LLC June 2014 - Present
Brookhaven National Laboratory June 2014 - Present
Rapid Growth Consultants January 2014 - Present
Food Bank for Westchester December 1988 - Present
Transamerica Retirement Solutions November 2012 - June 2013
Diversified January 1994 - November 2012
MONY 1985 - December 1993
CITICORP INVESTMENT MANAGEMENT February 1984 - November 1985
Aetna Life & Casualty 1976 - 1984
Skills
Series 7, Series 63, Asset Management, Investments, Mutual Funds, 401k, Asset Allocation, Retirement, Pensions, Investment Advisory, Portfolio Management, Defined Benefit, Strategic Planning, Series 6, Employee Benefits, Public Speaking, New Business Development, Business Strategy, Marketing Strategy, Insurance, Equities, ERISA, Financial Services, Wealth Management, Asset Managment, Investment Strategies, Fixed Income, Strategic Financial..., Retirement Planning, Relationship Management, Alternative Investments, Securities, FINRA, Morningstar, Series 65, Retirement Plan..., Financial Advisory, Fixed Annuities, Investment Management, ETFs, Variable Annuities, Venture Capital, Wealth Management..., Sales Management, 403 b, Series 24, Hedge Funds, Institutional..., Profit Sharing, IRAs
Education
Fordham Gabelli School of Business 1980 — 1984
MBA, Finance
Fordham University 1972 — 1976
B.S., Marketing
Tracy Pearson Tracy Pearson's Transamerica Retirement Solutions Experience September 2015 - Present
Job Assistant Director, Project Management & Business Analysis
Industry Information Technology and Services
Experience
Transamerica Retirement Solutions September 2015 - Present
Transamerica Retirement Solutions July 2009 - September 2015
Endurance Services Limited January 2009 - July 2009
Independent Financial Marketing Group (Acquired by LPL Financial) October 2000 - December 2008
Gelco Information System September 1999 - September 2000
Sprint Paranet November 1996 - March 1999
Skills
Business Analysis, Integration, CRM, Requirements Gathering, Project Management, Analysis, Software Documentation, Testing, Financial Services, Mutual Funds, Fixed Annuities, Risk Management, Vendor Management, Insurance, Series 7, SDLC, Series 63, Market Research, Management, Consulting, Process Improvement, Requirements Analysis, Visio, Software Project...
Education
Fordham University 1993 — 1996
B.S., Marketing
Transamerica Retirement Solutions September 2015 - Present
Transamerica Retirement Solutions July 2009 - September 2015
Endurance Services Limited January 2009 - July 2009
Independent Financial Marketing Group (Acquired by LPL Financial) October 2000 - December 2008
Gelco Information System September 1999 - September 2000
Sprint Paranet November 1996 - March 1999
Skills
Business Analysis, Integration, CRM, Requirements Gathering, Project Management, Analysis, Software Documentation, Testing, Financial Services, Mutual Funds, Fixed Annuities, Risk Management, Vendor Management, Insurance, Series 7, SDLC, Series 63, Market Research, Management, Consulting, Process Improvement, Requirements Analysis, Visio, Software Project...
Education
Fordham University 1993 — 1996
B.S., Marketing
Halley Goldman Halley Goldman's Transamerica Retirement Solutions Experience November 2014 - April 2015
Job The Fletcher School, Tufts University
Industry Higher Education
Experience
The Fletcher School at Tufts University April 2015 - Present
Transamerica Retirement Solutions November 2014 - April 2015
Citizens Disability August 2013 - November 2014
Banana Republic May 2013 - September 2013
After-school French Language Enrichment Program September 2012 - May 2013
Colgate University Geology Department May 2011 - May 2013
Kamala Boutique November 2007 - August 2009
Skills
Geology, Soil Science, XRD, XRF, Project Management, Pro-active Leader, High Organizational..., Enthusiastic..., Powder X-ray Diffraction, Research Skills, Analysis, Field Work, PowerPoint, Public Speaking, Research, Microsoft Excel, Microsoft Office
Education
Colgate University 2009 — 2013
Bachelor of Science (B.S.), Environmental Geology
The University of Edinburgh 2011 — 2011
Geology
The Fletcher School at Tufts University April 2015 - Present
Transamerica Retirement Solutions November 2014 - April 2015
Citizens Disability August 2013 - November 2014
Banana Republic May 2013 - September 2013
After-school French Language Enrichment Program September 2012 - May 2013
Colgate University Geology Department May 2011 - May 2013
Kamala Boutique November 2007 - August 2009
Skills
Geology, Soil Science, XRD, XRF, Project Management, Pro-active Leader, High Organizational..., Enthusiastic..., Powder X-ray Diffraction, Research Skills, Analysis, Field Work, PowerPoint, Public Speaking, Research, Microsoft Excel, Microsoft Office
Education
Colgate University 2009 — 2013
Bachelor of Science (B.S.), Environmental Geology
The University of Edinburgh 2011 — 2011
Geology
Mignon Grant Payne, CFP Mignon Grant Payne, CFP's Transamerica Retirement Solutions Experience August 2013 - Present
Job Retirement Plan Consultant at Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions August 2013 - Present
Bank March 2012 - July 2013
Bank June 2001 - March 2012
Skills
Series 7, Finance, Microsoft Excel, Strategic Planning, Customer Service, Coaching, Small Business Lending, PowerPoint
Education
Georgia Southern University 1996 — 2000
Bachelor of Business Administration (BBA), Fianance
Georgia Southern University
Bachelor of Business Administration (B.B.A.), Finance
Transamerica Retirement Solutions August 2013 - Present
Bank March 2012 - July 2013
Bank June 2001 - March 2012
Skills
Series 7, Finance, Microsoft Excel, Strategic Planning, Customer Service, Coaching, Small Business Lending, PowerPoint
Education
Georgia Southern University 1996 — 2000
Bachelor of Business Administration (BBA), Fianance
Georgia Southern University
Bachelor of Business Administration (B.B.A.), Finance
Cheryl Conrad Cheryl Conrad's Transamerica Retirement Solutions Experience September 2003 - October 2014
Job Account Manager at Lockton Retirement Services
Industry Financial Services
Experience
Lockton Retirement Services October 2014 - Present
Transamerica Retirement Solutions September 2003 - October 2014
IDEAL Financial Services November 1999 - September 2003
Skills
Retirement, 401k, Series 63, Retirement Planning, Financial Services, Mutual Funds, Investments, Asset Allocation, Pensions, Series 6, Relationship Management, Defined Benefit, Investment Advisory, Series 65
Education
California State University-East Bay
BA, Mass Communication
San Diego State University-California State University
Journalism
Lockton Retirement Services October 2014 - Present
Transamerica Retirement Solutions September 2003 - October 2014
IDEAL Financial Services November 1999 - September 2003
Skills
Retirement, 401k, Series 63, Retirement Planning, Financial Services, Mutual Funds, Investments, Asset Allocation, Pensions, Series 6, Relationship Management, Defined Benefit, Investment Advisory, Series 65
Education
California State University-East Bay
BA, Mass Communication
San Diego State University-California State University
Journalism
Tom Sawyer RPA,CEBS,CFEI's Transamerica Retirement Solutions Experience September 2006 - Present
Job Sales Consultant at Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions September 2006 - Present
Principal Financial Group March 2005 - September 2006
Bank of America August 2003 - March 2005
Guardian Life Insurance October 2001 - August 2003
John Hancock June 2000 - September 2001
John Hancock November 1998 - June 2000
Putnam Investments September 1997 - November 1998
Skills
Series 6, Series 7, Series 63, Series 65, Mutual Funds, Banking, 401k, Retirement, Defined Benefit, Retirement Plan..., Defined Contribution, 403(b), NQDC, CEBS, RPA, Non-Qualified Deferred..., Financial Advisory, Investments, Relationship Management, Fixed Annuities, Retirement Planning, Financial Planning
Education
Boston College 1993 — 1997
BS, Business/Marketing
Bishop Feehan 1989 — 1993
HS
University of Pennsylvania - The Wharton School
CEBS Designation & RPA Designation
Transamerica Retirement Solutions September 2006 - Present
Principal Financial Group March 2005 - September 2006
Bank of America August 2003 - March 2005
Guardian Life Insurance October 2001 - August 2003
John Hancock June 2000 - September 2001
John Hancock November 1998 - June 2000
Putnam Investments September 1997 - November 1998
Skills
Series 6, Series 7, Series 63, Series 65, Mutual Funds, Banking, 401k, Retirement, Defined Benefit, Retirement Plan..., Defined Contribution, 403(b), NQDC, CEBS, RPA, Non-Qualified Deferred..., Financial Advisory, Investments, Relationship Management, Fixed Annuities, Retirement Planning, Financial Planning
Education
Boston College 1993 — 1997
BS, Business/Marketing
Bishop Feehan 1989 — 1993
HS
University of Pennsylvania - The Wharton School
CEBS Designation & RPA Designation
Adam David Hunt, MBA, CFP, ARPC's Transamerica Retirement Solutions Experience March 2015 - Present
Job Regional Vice President Institutional Markets at Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions March 2015 - Present
Transamerica Retirement Solutions October 2005 - March 2015
Skills
401k
Education
Fordham University - Graduate School of Business Administration 2004 — 2011
MBA, Finance, Media & Communications, 3.7
Villanova University 1993 — 1997
Transamerica Retirement Solutions March 2015 - Present
Transamerica Retirement Solutions October 2005 - March 2015
Skills
401k
Education
Fordham University - Graduate School of Business Administration 2004 — 2011
MBA, Finance, Media & Communications, 3.7
Villanova University 1993 — 1997
Patty Dungey's Transamerica Retirement Solutions Experience October 2013 - Present
Job Senior Pension ConsultantActuarial Consulting Group at Transamerica
Industry Human Resources
Experience
Transamerica Retirement Solutions October 2013 - Present
Fidelity Investments April 1999 - December 2012
Kenneth D. Anderson Company August 1995 - March 1999
Skills
Defined Benefit, Pensions, Retirement, Employee Benefits, Pension Administration, Business Analysis, Process Improvement, Data Analysis, Retirement Plan..., Qualified Retirement...
Education
Bryant University
Bachelor of Sciene, Actuarial Mathematics
Transamerica Retirement Solutions October 2013 - Present
Fidelity Investments April 1999 - December 2012
Kenneth D. Anderson Company August 1995 - March 1999
Skills
Defined Benefit, Pensions, Retirement, Employee Benefits, Pension Administration, Business Analysis, Process Improvement, Data Analysis, Retirement Plan..., Qualified Retirement...
Education
Bryant University
Bachelor of Sciene, Actuarial Mathematics
Shannon DiValerio, CRPC's Transamerica Retirement Solutions Experience January 2013 - Present
Job Manager of Development at Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions January 2013 - Present
Transamerica Retirement Solutions March 2010 - Present
MFP Strategies January 2008 - March 2010
Great-West Retirement Services February 2002 - January 2008
The Vanguard Group 1997 - 2002
Skills
Retirement, Retirement Planning, Defined Benefit, 401k, Qualified Retirement..., Series 6, Pensions, Public Speaking, Relationship Management, Series 63, Coaching, Account Management, FINRA, CRPC, Mutual Funds, Investments, Business Planning, Profit Sharing, Defined Contribution, Financial Advisory, Retirement Plan..., Variable Life & Health..., Plan Design, Series 65
Education
Fontbonne University
MBA, Business
Missouri State University
BS, International Business/Spanish
People to People International
Study Abroad Program, International Business
Transamerica Retirement Solutions January 2013 - Present
Transamerica Retirement Solutions March 2010 - Present
MFP Strategies January 2008 - March 2010
Great-West Retirement Services February 2002 - January 2008
The Vanguard Group 1997 - 2002
Skills
Retirement, Retirement Planning, Defined Benefit, 401k, Qualified Retirement..., Series 6, Pensions, Public Speaking, Relationship Management, Series 63, Coaching, Account Management, FINRA, CRPC, Mutual Funds, Investments, Business Planning, Profit Sharing, Defined Contribution, Financial Advisory, Retirement Plan..., Variable Life & Health..., Plan Design, Series 65
Education
Fontbonne University
MBA, Business
Missouri State University
BS, International Business/Spanish
People to People International
Study Abroad Program, International Business
Jami Wysota's Transamerica Retirement Solutions Experience April 2013 - Present
Job Vice President, New Business Installation at Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions April 2013 - Present
Diversified Investment Advisors December 2005 - April 2013
Diversified Investment Advisors, Inc. September 1999 - December 2005
Diversified Investment Advisors, Inc. June 1995 - September 1999
Skills
Retirement, 401k, Series 63, Mutual Funds, Pensions, Retirement Planning, Investments, Defined Benefit, Relationship Management, Fixed Annuities, Asset Allocation, Retirement Plan..., Series 6, Financial Services, Retirement Plan..., Transition Management, 403 b
Education
Hofstra University 1988 — 1992
Hofstra University 1988 — 1992
Bachelor's degree, English Language and Literature, General
Transamerica Retirement Solutions April 2013 - Present
Diversified Investment Advisors December 2005 - April 2013
Diversified Investment Advisors, Inc. September 1999 - December 2005
Diversified Investment Advisors, Inc. June 1995 - September 1999
Skills
Retirement, 401k, Series 63, Mutual Funds, Pensions, Retirement Planning, Investments, Defined Benefit, Relationship Management, Fixed Annuities, Asset Allocation, Retirement Plan..., Series 6, Financial Services, Retirement Plan..., Transition Management, 403 b
Education
Hofstra University 1988 — 1992
Hofstra University 1988 — 1992
Bachelor's degree, English Language and Literature, General
Christina Fegan's Transamerica Retirement Solutions Experience August 2014 - Present
Job Director at Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions August 2014 - Present
Transamerica Retirement Solutions September 2012 - August 2014
Diversified March 2007 - September 2012
Diversified Investment Advisors May 2004 - March 2007
Skills
Series 6, 401k, Relationship Management
Education
Fairfield University 1993 — 1997
BA, Communications
Transamerica Retirement Solutions August 2014 - Present
Transamerica Retirement Solutions September 2012 - August 2014
Diversified March 2007 - September 2012
Diversified Investment Advisors May 2004 - March 2007
Skills
Series 6, 401k, Relationship Management
Education
Fairfield University 1993 — 1997
BA, Communications
Nigel Gilbert's Transamerica Retirement Solutions Experience July 2006 - April 2012
Job Deputy Chief Compliance Officer at AIG Advisor Group
Industry Investment Management
Experience
AIG Advisor Group May 2014 - Present
American Stock Transfer & Trust Company, LLC June 2013 - May 2014
AST Personal Wealth Solutions June 2013 - May 2014
Mosaic Associates LLC April 2012 - May 2013
Transamerica Retirement Solutions July 2006 - April 2012
Max International Broker Dealer Corp February 1997 - July 2006
Skills
FINRA, Securities, Mutual Funds, Hedge Funds, Series 7, Alternative Investments, Series 24, Asset Management, Program Management, Equities, Series 63, Wealth Management, Investment Advisory, Financial Services, Securities Regulation, Series 4, Series 55, AML
Education
Temple University 1995 — 1996
Cornell University 1991 — 1995
AIG Advisor Group May 2014 - Present
American Stock Transfer & Trust Company, LLC June 2013 - May 2014
AST Personal Wealth Solutions June 2013 - May 2014
Mosaic Associates LLC April 2012 - May 2013
Transamerica Retirement Solutions July 2006 - April 2012
Max International Broker Dealer Corp February 1997 - July 2006
Skills
FINRA, Securities, Mutual Funds, Hedge Funds, Series 7, Alternative Investments, Series 24, Asset Management, Program Management, Equities, Series 63, Wealth Management, Investment Advisory, Financial Services, Securities Regulation, Series 4, Series 55, AML
Education
Temple University 1995 — 1996
Cornell University 1991 — 1995
Nancy Vesley's Transamerica Retirement Solutions Experience October 2012 - Present
Job Senior User Interface Designer at Transamerica Retirement Solutions
Industry Information Technology and Services
Experience
Transamerica Retirement Solutions October 2012 - Present
Harris Connect September 2004 - August 2012
Loudeye Technologies 2001 - 2004
Prodigy Communications 1989 - 2001
Skills
User Interface Design, User Experience, Web Design, HTML, XHTML, CSS, HTML 5, CSS3, JavaScript, jQuery, Mobile Design, Email Marketing, E-commerce, Multimedia, Online Advertising, Social Media, Web Development, Interaction Design, Marketing Communications, Digital Marketing, Web Analytics, Graphic Design, Information Architecture, User-centered Design, Advertising, Copywriting, Web Applications, XML, WordPress, Digital Media, Mobile Devices, HTML5, User Interface, Usability
Education
Hamilton College 1981 — 1985
Bachelor of Arts (B.A.), Fine and Studio Arts
New York University
Graduate coursework, Interactive Telecommunications
Transamerica Retirement Solutions October 2012 - Present
Harris Connect September 2004 - August 2012
Loudeye Technologies 2001 - 2004
Prodigy Communications 1989 - 2001
Skills
User Interface Design, User Experience, Web Design, HTML, XHTML, CSS, HTML 5, CSS3, JavaScript, jQuery, Mobile Design, Email Marketing, E-commerce, Multimedia, Online Advertising, Social Media, Web Development, Interaction Design, Marketing Communications, Digital Marketing, Web Analytics, Graphic Design, Information Architecture, User-centered Design, Advertising, Copywriting, Web Applications, XML, WordPress, Digital Media, Mobile Devices, HTML5, User Interface, Usability
Education
Hamilton College 1981 — 1985
Bachelor of Arts (B.A.), Fine and Studio Arts
New York University
Graduate coursework, Interactive Telecommunications
Wayne Chang, CFA's Transamerica Retirement Solutions Experience August 2005 - Present
Job Sr. Investment Analyst at Transamerica
Industry Investment Management
Experience
Transamerica Retirement Solutions August 2005 - Present
Coast Asset Management October 2004 - July 2005
Skills
Mutual Funds, Equities, Fixed Income, Investments, Portfolio Management, Investment Strategies
Education
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management 1999 — 2001
MBA, Management/Finance
University of Southern California 1995 — 1999
Bachelor's degree, Finance
Transamerica Retirement Solutions August 2005 - Present
Coast Asset Management October 2004 - July 2005
Skills
Mutual Funds, Equities, Fixed Income, Investments, Portfolio Management, Investment Strategies
Education
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management 1999 — 2001
MBA, Management/Finance
University of Southern California 1995 — 1999
Bachelor's degree, Finance
Selita Jansen's Transamerica Retirement Solutions Experience July 2011 - Present
Job Director, Business Planning and Strategy at Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions July 2011 - Present
Transamerica Retirement Management January 2008 - July 2011
Transamerica 2004 - 2008
Aegon 1998 - 2004
Aegon June 1996 - 1998
Skills
Project Portfolio..., Strategic Planning, Partner Relationship..., Business Analysis, Process Improvement, Process Management, Call Center, Risk Management, Relationship Management, CRM, Program Management, Change Management, Requirements Analysis, Project Management, SDLC, Call Centers, Business Requirements, Visio, Requirements Gathering, Business Process..., Financial Services, Strategy
Education
University of Iowa 2015 — 2017
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
College for Financial Planning 2011 — 2011
Chartered Retirement Planning Counselor
Kirkwood Community College 1992 — 1994
Associate's, Marketing Management
Cedar Rapids Jefferson High School 1989 — 1992
Diploma, General
Transamerica Retirement Solutions July 2011 - Present
Transamerica Retirement Management January 2008 - July 2011
Transamerica 2004 - 2008
Aegon 1998 - 2004
Aegon June 1996 - 1998
Skills
Project Portfolio..., Strategic Planning, Partner Relationship..., Business Analysis, Process Improvement, Process Management, Call Center, Risk Management, Relationship Management, CRM, Program Management, Change Management, Requirements Analysis, Project Management, SDLC, Call Centers, Business Requirements, Visio, Requirements Gathering, Business Process..., Financial Services, Strategy
Education
University of Iowa 2015 — 2017
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
College for Financial Planning 2011 — 2011
Chartered Retirement Planning Counselor
Kirkwood Community College 1992 — 1994
Associate's, Marketing Management
Cedar Rapids Jefferson High School 1989 — 1992
Diploma, General
Valerie Magnuson's Transamerica Retirement Solutions Experience August 2014 - Present
Job Counsel at Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions August 2014 - Present
Magnuson Law Offices January 2013 - July 2014
Lohmar Law Offices January 2008 - December 2012
Dana Consulting Group, Ltd. August 2006 - November 2007
Northeast Planning Services, Inc. September 2004 - July 2006
Boston Financial Data Services September 2003 - August 2004
Columbia Asset Management (f/k/a Liberty Funds Services, Inc.) August 1999 - September 2003
Skills
Legal Research, Litigation, Legal Writing, Civil Litigation, Commercial Litigation, Courts, Nondiscrimination..., Form 5500 preparation, Employee Benefits, 401k, Defined Benefit, ERISA, Benefit Plan..., Qualified Domestic..., Qualified Retirement..., Non-Qualified Deferred..., Simple IRA, Safe Harbor, 401k Rollovers, SEP IRA, Traditional IRA, Roth IRA, Rollovers, Plan Design, 404(c) and Fiduciary..., Top Heavy Testing, Mutual Funds, Legal Compliance
Education
DePaul University College of Law 2006 — 2010
JD, Law
Regis University 2002 — 2005
MBA, Finance and Accounting
Texas Tech University 1996 — 1998
BBA, Management
Transamerica Retirement Solutions August 2014 - Present
Magnuson Law Offices January 2013 - July 2014
Lohmar Law Offices January 2008 - December 2012
Dana Consulting Group, Ltd. August 2006 - November 2007
Northeast Planning Services, Inc. September 2004 - July 2006
Boston Financial Data Services September 2003 - August 2004
Columbia Asset Management (f/k/a Liberty Funds Services, Inc.) August 1999 - September 2003
Skills
Legal Research, Litigation, Legal Writing, Civil Litigation, Commercial Litigation, Courts, Nondiscrimination..., Form 5500 preparation, Employee Benefits, 401k, Defined Benefit, ERISA, Benefit Plan..., Qualified Domestic..., Qualified Retirement..., Non-Qualified Deferred..., Simple IRA, Safe Harbor, 401k Rollovers, SEP IRA, Traditional IRA, Roth IRA, Rollovers, Plan Design, 404(c) and Fiduciary..., Top Heavy Testing, Mutual Funds, Legal Compliance
Education
DePaul University College of Law 2006 — 2010
JD, Law
Regis University 2002 — 2005
MBA, Finance and Accounting
Texas Tech University 1996 — 1998
BBA, Management
Michael J. Capecci, MPA's Transamerica Retirement Solutions Experience November 2001 - Present
Job Sr. Client Service Manager Defined Benefits
Industry Financial Services
Experience
Transamerica Retirement Solutions November 2001 - Present
U.S. Department of Justice, Criminal Division December 2013 - August 2015
Merck December 2005 - June 2010
Scudder Investments June 1998 - October 2001
Fleet - Bank of America February 1996 - May 1998
John Hancock February 1994 - February 1996
State Street June 1991 - February 1994
Varied Pink Sheet Traders including the former Stratton Oakmont January 1986 - July 1991
The New England June 1989 - June 1991
Bankers Trust June 1982 - June 1989
Skills
Accounting, Business Planning, Call Center, Product Development, Data Conversion, Deferred Compensation, Relationship Management, Bloomberg, Consulting, Business Requirements, Process Improvement, Defined Benefit, Defined Contribution, Retirement, ERISA, Employee Benefits, 401k, Pensions, Mutual Funds, Retirement Planning
Education
Boston University 1990 — 1994
M.P.A./M.C.P., Masters Public Administration Concentration -Govt. Finance and Personel Admin., 3.667/4.0
Harvard University 1991 — 1992
Certificate Program, Health & Welfare Admin
University of Pennsylvania - The Wharton School 1990 — 1991
C.E.B.S., Employee Benefits Designation
Northeastern University 1984 — 1989
BA/BS, Major Political Science/History, 3.35/4.0
Eastchester High School 1980 — 1984
Academic Deploma
other
Political Science and Government
Transamerica Retirement Solutions November 2001 - Present
U.S. Department of Justice, Criminal Division December 2013 - August 2015
Merck December 2005 - June 2010
Scudder Investments June 1998 - October 2001
Fleet - Bank of America February 1996 - May 1998
John Hancock February 1994 - February 1996
State Street June 1991 - February 1994
Varied Pink Sheet Traders including the former Stratton Oakmont January 1986 - July 1991
The New England June 1989 - June 1991
Bankers Trust June 1982 - June 1989
Skills
Accounting, Business Planning, Call Center, Product Development, Data Conversion, Deferred Compensation, Relationship Management, Bloomberg, Consulting, Business Requirements, Process Improvement, Defined Benefit, Defined Contribution, Retirement, ERISA, Employee Benefits, 401k, Pensions, Mutual Funds, Retirement Planning
Education
Boston University 1990 — 1994
M.P.A./M.C.P., Masters Public Administration Concentration -Govt. Finance and Personel Admin., 3.667/4.0
Harvard University 1991 — 1992
Certificate Program, Health & Welfare Admin
University of Pennsylvania - The Wharton School 1990 — 1991
C.E.B.S., Employee Benefits Designation
Northeastern University 1984 — 1989
BA/BS, Major Political Science/History, 3.35/4.0
Eastchester High School 1980 — 1984
Academic Deploma
other
Political Science and Government
Lisa Steinberg, CEBS's Transamerica Retirement Solutions Experience June 2006 - Present
Job Regional Vice President at Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions June 2006 - Present
Watson Wyatt April 1986 - June 2006
Cal Fed Consultants April 1984 - April 1986
Integrated Financial August 1982 - April 1984
Skills
Employee Benefits, Retirement Plan..., Vendor Management, 401k, Defined Benefit, Retirement, Investments, Pensions, Consulting, CRM, Business Planning, Defined Contribution
Education
California State University-Northridge 1978 — 1982
BA, Psychology
Transamerica Retirement Solutions June 2006 - Present
Watson Wyatt April 1986 - June 2006
Cal Fed Consultants April 1984 - April 1986
Integrated Financial August 1982 - April 1984
Skills
Employee Benefits, Retirement Plan..., Vendor Management, 401k, Defined Benefit, Retirement, Investments, Pensions, Consulting, CRM, Business Planning, Defined Contribution
Education
California State University-Northridge 1978 — 1982
BA, Psychology
Pat Reynolds's Transamerica Retirement Solutions Experience July 2006 - December 2012
Job Client Services Manager at OneAmerica
Industry Financial Services
Experience
OneAmerica September 2014 - Present
Transamerica Retirement Solutions July 2006 - December 2012
OneAmerica November 2001 - July 2006
INVESCO Retirement Plan Services April 1998 - October 1999
CIGNA Retirement Plan Services December 1993 - March 1998
Skills
Retirement, Retirement Planning, 401k, Series 6, Series 63
Education
Georgia State University
Master's Degree, Personnel and Employment Relations
Georgia State University
Bachelor's Degree, Management
OneAmerica September 2014 - Present
Transamerica Retirement Solutions July 2006 - December 2012
OneAmerica November 2001 - July 2006
INVESCO Retirement Plan Services April 1998 - October 1999
CIGNA Retirement Plan Services December 1993 - March 1998
Skills
Retirement, Retirement Planning, 401k, Series 6, Series 63
Education
Georgia State University
Master's Degree, Personnel and Employment Relations
Georgia State University
Bachelor's Degree, Management
Jean F. George, CC's Transamerica Retirement Solutions Experience August 2002 - Present
Job Transition Consultant at Transamerica Retirement Solutions
Industry Investment Management
Experience
Transamerica Retirement Solutions August 2002 - Present
Diversified Investment Advisors 2002 - 2010
Morgan Stanley May 2000 - November 2001
Benefit Services Corporation 1998 - 2000
First Data Corporation May 1995 - June 1998
Nations Bank 1995 - 1997
Nations Bank 1995 - 1997
Nations Bank 1995 - 1997
Bankers Trust New York (Now Deutsche Bank AG) September 1994 - May 1995
Chemical Bank (Now JP Morgan Chase) September 1984 - September 1994
Skills
Series 6, Public Speaking, Series 63, 401k, Retirement Plan..., Employee Benefits, Asset Management, Financial Services, Investments, FINRA, Retirement Planning, Pensions, Retirement, Mutual Funds, Defined Benefit, Asset Allocation, MS Excel Pivot Tables, MS Word, MS Powerpoint, Defined Contribution, Profit Sharing, Securities, Manage Client...
Education
City University of New York-Baruch College - Zicklin School of Business 1985 — 1993
Bachelor In Business Administration, Human Resource and Information Systems
Baruch Collge
BBA, Business Administration and Management, General
Transamerica Retirement Solutions August 2002 - Present
Diversified Investment Advisors 2002 - 2010
Morgan Stanley May 2000 - November 2001
Benefit Services Corporation 1998 - 2000
First Data Corporation May 1995 - June 1998
Nations Bank 1995 - 1997
Nations Bank 1995 - 1997
Nations Bank 1995 - 1997
Bankers Trust New York (Now Deutsche Bank AG) September 1994 - May 1995
Chemical Bank (Now JP Morgan Chase) September 1984 - September 1994
Skills
Series 6, Public Speaking, Series 63, 401k, Retirement Plan..., Employee Benefits, Asset Management, Financial Services, Investments, FINRA, Retirement Planning, Pensions, Retirement, Mutual Funds, Defined Benefit, Asset Allocation, MS Excel Pivot Tables, MS Word, MS Powerpoint, Defined Contribution, Profit Sharing, Securities, Manage Client...
Education
City University of New York-Baruch College - Zicklin School of Business 1985 — 1993
Bachelor In Business Administration, Human Resource and Information Systems
Baruch Collge
BBA, Business Administration and Management, General
Harriet Haake Hall's Transamerica Retirement Solutions Experience October 2014 - Present
Job Client Executive at Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions October 2014 - Present
Mammini Company November 2006 - October 2014
Affiliated Computer Services (formerly Mellon Bank) April 2005 - September 2006
Mellon Retirement Services (formally Buck Consultants) September 1999 - April 2005
Zurich Scudder Investments 1996 - 1999
Scudder Retirement Services 1994 - 1996
Scudder Investments 1989 - 1994
Skills
Retirement, Vendor Management, Mutual Funds, Financial Services, Benefits Administration, Business Analysis, 401k, Process Improvement, Series 7, Microsoft Office, Morningstar Direct, CRM, Pensions, Employee Benefits, Relationship Management, Portfolio Management, OmniPlan, Defined Contribution, Retirement Plan..., Qualified Retirement..., Retirement Plan..., Plan Implemention, Retirement Planning
Education
Babson College - Franklin W. Olin Graduate School of Business 1992 — 1996
MBA, Business Administration and Management, General
Colby College 1982 — 1986
BA, Math & Economics
Westridge School
Transamerica Retirement Solutions October 2014 - Present
Mammini Company November 2006 - October 2014
Affiliated Computer Services (formerly Mellon Bank) April 2005 - September 2006
Mellon Retirement Services (formally Buck Consultants) September 1999 - April 2005
Zurich Scudder Investments 1996 - 1999
Scudder Retirement Services 1994 - 1996
Scudder Investments 1989 - 1994
Skills
Retirement, Vendor Management, Mutual Funds, Financial Services, Benefits Administration, Business Analysis, 401k, Process Improvement, Series 7, Microsoft Office, Morningstar Direct, CRM, Pensions, Employee Benefits, Relationship Management, Portfolio Management, OmniPlan, Defined Contribution, Retirement Plan..., Qualified Retirement..., Retirement Plan..., Plan Implemention, Retirement Planning
Education
Babson College - Franklin W. Olin Graduate School of Business 1992 — 1996
MBA, Business Administration and Management, General
Colby College 1982 — 1986
BA, Math & Economics
Westridge School
Scott Redfield's Transamerica Retirement Solutions Experience January 2014 - Present
Job CFP® Vice President, Institutional Markets at Transamerica Retirement Solutions
Industry Investment Management
Experience
Transamerica Retirement Solutions January 2014 - Present
T Rowe Price September 2001 - January 2014
Skills
Mutual Funds, Asset Allocation, Series 7, Series 63, Retirement, 401k, Investments, Wealth Management, Series 6, Investment Management, Financial Advisory, Pensions, Retirement Plan..., Qualified Retirement..., Defined Benefit, Wealth Management..., Personal Financial..., Defined Contribution, Finance, Institutional...
Education
College for Financial Planning
M.S., Financial Planning
University of Northern Colorado
B.S.
Transamerica Retirement Solutions January 2014 - Present
T Rowe Price September 2001 - January 2014
Skills
Mutual Funds, Asset Allocation, Series 7, Series 63, Retirement, 401k, Investments, Wealth Management, Series 6, Investment Management, Financial Advisory, Pensions, Retirement Plan..., Qualified Retirement..., Defined Benefit, Wealth Management..., Personal Financial..., Defined Contribution, Finance, Institutional...
Education
College for Financial Planning
M.S., Financial Planning
University of Northern Colorado
B.S.
Brodie Wood's Transamerica Retirement Solutions Experience January 2015 - Present
Job VP, National Practice Leader NFP Markets, Sales Manager Institutional Markets at Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions January 2015 - Present
Transamerica Retirement Solutions January 2013 - Present
Diversified Investment Advisors January 2010 - Present
Diversified Investment Advisors July 2008 - January 2010
Fidelity Investments October 1997 - July 2008
Fidelity Investments Tax-Exempt Market 2001 - 2008
Skills
401k, Leadership, Mutual Funds, Sales, Retirement, Investments, Financial Services, Investment Advisory, Wealth Management, Employee Benefits, Relationship Management, Retirement Planning, Series 63, Series 7, Budgets, Pensions, Securities, Series 6, Asset Allocation, Asset Management, Defined Benefit
Education
Brigham Young University 2000 — 2002
MBA, Business
Utah State University 1994 — 1997
BA, Spanish and Business
Transamerica Retirement Solutions January 2015 - Present
Transamerica Retirement Solutions January 2013 - Present
Diversified Investment Advisors January 2010 - Present
Diversified Investment Advisors July 2008 - January 2010
Fidelity Investments October 1997 - July 2008
Fidelity Investments Tax-Exempt Market 2001 - 2008
Skills
401k, Leadership, Mutual Funds, Sales, Retirement, Investments, Financial Services, Investment Advisory, Wealth Management, Employee Benefits, Relationship Management, Retirement Planning, Series 63, Series 7, Budgets, Pensions, Securities, Series 6, Asset Allocation, Asset Management, Defined Benefit
Education
Brigham Young University 2000 — 2002
MBA, Business
Utah State University 1994 — 1997
BA, Spanish and Business
Sharon Cavanaugh's Transamerica Retirement Solutions Experience December 2012 - Present
Job Sr Client Executive at Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions December 2012 - Present
Wells Fargo January 2006 - November 2012
CUNA July 2001 - August 2006
CUNA Mutual Group January 2001 - January 2006
Fidelity Investments February 2000 - August 2001
Fidelity Investments January 2000 - January 2001
CORE PARTNERS CLIENT SERVICES January 1993 - January 2000
BISYS Fund Services 1993 - 2000
Valley Forge Financial Group January 1990 - January 1993
Skills
Pensions, Mergers, Business Planning, Human Resources, Defined Benefit, 401k, Employee Benefits, Series 7, Investments, Retirement Planning, Strategic Financial..., Mutual Funds, Wealth Management, Leadership, Banking, Mergers & Acquisitions, Management
Education
Shippensburg University of Pennsylvania 2009 — 2013
MBA, Human Resources
Thomas Edison State College 2005 — 2008
BSBA, Human Resources Management
Delaware Valley College 1978 — 1979
B.S, Ornamental Horticulture
Transamerica Retirement Solutions December 2012 - Present
Wells Fargo January 2006 - November 2012
CUNA July 2001 - August 2006
CUNA Mutual Group January 2001 - January 2006
Fidelity Investments February 2000 - August 2001
Fidelity Investments January 2000 - January 2001
CORE PARTNERS CLIENT SERVICES January 1993 - January 2000
BISYS Fund Services 1993 - 2000
Valley Forge Financial Group January 1990 - January 1993
Skills
Pensions, Mergers, Business Planning, Human Resources, Defined Benefit, 401k, Employee Benefits, Series 7, Investments, Retirement Planning, Strategic Financial..., Mutual Funds, Wealth Management, Leadership, Banking, Mergers & Acquisitions, Management
Education
Shippensburg University of Pennsylvania 2009 — 2013
MBA, Human Resources
Thomas Edison State College 2005 — 2008
BSBA, Human Resources Management
Delaware Valley College 1978 — 1979
B.S, Ornamental Horticulture
Mark Cywin ARPC, AIF®'s Transamerica Retirement Solutions Experience March 2015 - Present
Job Regional Vice President at Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions March 2015 - Present
The Benefit Practice January 2012 - March 2015
ADP November 2006 - January 2012
NYLIM / MainStay Investments September 2005 - November 2006
Schwab Capital Markets L.P. March 2000 - August 2001
Skills
401k, Retirement, Defined Benefit, Retirement Planning, Defined Contribution, Mutual Funds, Training, Retirement Plan..., Financial Advisory, Sales, Management, Series 6, Series 63, ADP Payroll, Cold Calling, Sales Operations, IRAs, Defined Benefit Plans, Defined Contribution..., Investment Portfolio..., Leadership, Fiduciary Compliance, Non Qualified Deferred..., Investments, Fiduciary
Education
Seton Hall University 2002 — 2005
BSE, Secondary Education/History
Coastal Carolina University 2001 — 2002
History
Transamerica Retirement Solutions March 2015 - Present
The Benefit Practice January 2012 - March 2015
ADP November 2006 - January 2012
NYLIM / MainStay Investments September 2005 - November 2006
Schwab Capital Markets L.P. March 2000 - August 2001
Skills
401k, Retirement, Defined Benefit, Retirement Planning, Defined Contribution, Mutual Funds, Training, Retirement Plan..., Financial Advisory, Sales, Management, Series 6, Series 63, ADP Payroll, Cold Calling, Sales Operations, IRAs, Defined Benefit Plans, Defined Contribution..., Investment Portfolio..., Leadership, Fiduciary Compliance, Non Qualified Deferred..., Investments, Fiduciary
Education
Seton Hall University 2002 — 2005
BSE, Secondary Education/History
Coastal Carolina University 2001 — 2002
History
Cheryl Glasgow's Transamerica Retirement Solutions Experience March 2007 - Present
Job Prospect Development Consultant at Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions March 2007 - Present
Skills
Retirement, 401k, Retirement Planning, Mutual Funds, Pensions, Defined Benefit
Education
University of Connecticut 1981 — 1984
Bachelor's Degree, Personnel Public Relations
Endicott College 1979 — 1981
Associate's Degree, Pre-Physical Therapy Studies
Transamerica Retirement Solutions March 2007 - Present
Skills
Retirement, 401k, Retirement Planning, Mutual Funds, Pensions, Defined Benefit
Education
University of Connecticut 1981 — 1984
Bachelor's Degree, Personnel Public Relations
Endicott College 1979 — 1981
Associate's Degree, Pre-Physical Therapy Studies
Janice DiIulio's Transamerica Retirement Solutions Experience December 2001 - Present
Job Retirement Planning Consultant
Industry Financial Services
Experience
Transamerica Retirement Solutions December 2001 - Present
St. Paul the Apostle Parish September 1995 - May 2011
MetLife August 1995 - December 2001
Skills
Retirement Planning, Investments, Series 7, Mutual Funds, Annuities, Teaching, Public Speaking, Customer Service, Customer Insight, Microsoft Office, Piano, Vocal, Choir Director, Liturgical Music, Adult Faith Formation
Education
Catholic Distance University 2009 — 2014
Currently studying, Theology
College for Financial Planning 2003 — 2003
Chartered Retirement Planning Counselor (CRPC)
Black Hawk College
AA, Business, music
Transamerica Retirement Solutions December 2001 - Present
St. Paul the Apostle Parish September 1995 - May 2011
MetLife August 1995 - December 2001
Skills
Retirement Planning, Investments, Series 7, Mutual Funds, Annuities, Teaching, Public Speaking, Customer Service, Customer Insight, Microsoft Office, Piano, Vocal, Choir Director, Liturgical Music, Adult Faith Formation
Education
Catholic Distance University 2009 — 2014
Currently studying, Theology
College for Financial Planning 2003 — 2003
Chartered Retirement Planning Counselor (CRPC)
Black Hawk College
AA, Business, music
David Preuss's Transamerica Retirement Solutions Experience August 2013 - Present
Job Retirement Planning Consultant at Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions August 2013 - Present
Financial Directions Group November 2011 - August 2013
OppenheimerFunds January 2003 - March 2011
OppenheimerFunds August 2001 - December 2002
OppenheimerFunds June 2000 - July 2001
Skills
Retirement, Investments, Financial Advisory, Series 63, Series 7, Mutual Funds, Asset Allocation, CIMA
Education
Fairleigh Dickinson University 1995 — 1999
MBA, Finance
Florida Institute of Technology
Transamerica Retirement Solutions August 2013 - Present
Financial Directions Group November 2011 - August 2013
OppenheimerFunds January 2003 - March 2011
OppenheimerFunds August 2001 - December 2002
OppenheimerFunds June 2000 - July 2001
Skills
Retirement, Investments, Financial Advisory, Series 63, Series 7, Mutual Funds, Asset Allocation, CIMA
Education
Fairleigh Dickinson University 1995 — 1999
MBA, Finance
Florida Institute of Technology
Ira Hellman's Transamerica Retirement Solutions Experience January 2009 - September 2014
Job Editorial Director at Prudential Retirement
Industry Financial Services
Experience
Prudential Financial September 2014 - Present
Transamerica Retirement Solutions January 2009 - September 2014
TIAA-CREF May 2001 - November 2008
ShopServe.com February 1999 - January 2001
Money Magazine September 1988 - November 1998
People Magazine 1980 - 1986
Skills
Copywriting, Copy Editing, Editing, Advertising Copy, Website Copy, Feature Writing, Speech Writing, Presentation Preparation, PowerPoint, Editorial, Corporate Communications, Line Editing, Content Management, Web Content, Press Releases, Writing, Internal Communications, Marketing Communications, Marketing, Marketing Copy, Feature Articles, Mutual Funds, Financial Services, Proofreading, Award Applications, Script-writing, Newsletters, Magazines, Public Relations, Advertising, Television, CMS
Education
Hofstra University 1981 — 1985
BA
South Shore High School 1977 — 1981
Prudential Financial September 2014 - Present
Transamerica Retirement Solutions January 2009 - September 2014
TIAA-CREF May 2001 - November 2008
ShopServe.com February 1999 - January 2001
Money Magazine September 1988 - November 1998
People Magazine 1980 - 1986
Skills
Copywriting, Copy Editing, Editing, Advertising Copy, Website Copy, Feature Writing, Speech Writing, Presentation Preparation, PowerPoint, Editorial, Corporate Communications, Line Editing, Content Management, Web Content, Press Releases, Writing, Internal Communications, Marketing Communications, Marketing, Marketing Copy, Feature Articles, Mutual Funds, Financial Services, Proofreading, Award Applications, Script-writing, Newsletters, Magazines, Public Relations, Advertising, Television, CMS
Education
Hofstra University 1981 — 1985
BA
South Shore High School 1977 — 1981
Christine Danko's Transamerica Retirement Solutions Experience September 2008 - Present
Job Director, Client Executive at Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions September 2008 - Present
Plante Moran July 2005 - May 2008
McDonald Financial Group February 2000 - July 2005
Skills
401k, Retirement Plan..., Relationship Management, Mutual Funds, Retirement Planning, Retirement, Series 63, Investments, Financial Services, 403 b, 457 Plans, Insurance, Account Management, Defined Benefit, Series 7, Asset Allocation, Series 6, Employee Benefits, Wealth Management, CRM, ERISA, Investment Advisory, Asset Management
Education
Baldwin Wallace University
Business Administration and Management, General
Transamerica Retirement Solutions September 2008 - Present
Plante Moran July 2005 - May 2008
McDonald Financial Group February 2000 - July 2005
Skills
401k, Retirement Plan..., Relationship Management, Mutual Funds, Retirement Planning, Retirement, Series 63, Investments, Financial Services, 403 b, 457 Plans, Insurance, Account Management, Defined Benefit, Series 7, Asset Allocation, Series 6, Employee Benefits, Wealth Management, CRM, ERISA, Investment Advisory, Asset Management
Education
Baldwin Wallace University
Business Administration and Management, General
Ruddick Jim's Transamerica Retirement Solutions Experience January 2007 - Present
Job Sales Consultant at Tramsamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions January 2007 - Present
Skills
401k
Education
Temple University 1978 — 1981
Master of Business Administration (MBA), Accounting
College of the Holy Cross 1973 — 1977
Bachelor of Arts (BA), Mathematics
Salesianum School 1969 — 1973
College Prep
Transamerica Retirement Solutions January 2007 - Present
Skills
401k
Education
Temple University 1978 — 1981
Master of Business Administration (MBA), Accounting
College of the Holy Cross 1973 — 1977
Bachelor of Arts (BA), Mathematics
Salesianum School 1969 — 1973
College Prep
Larry Buford's Transamerica Retirement Solutions Experience September 2013 - Present
Job Vice President of Quality Assurance and Testing at Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions September 2013 - Present
Diversified Investment Advisors January 1994 - September 2013
Skills
Quality Assurance, Process Improvement, Test Planning, SDLC, Requirements Analysis, Software Documentation, Business Analysis, Vendor Management, Risk Management, Visio, MS Project, Access, Relationship Management, Testing
Education
Iona College 2009 — 2012
MBA, Finance Management
Iona College 2005 — 2009
Master of Science (MS), Computer Science
City University of New York-Baruch College
B.B.A, Accounting
Purchase College (SUNY)
Certificate, Computer Programming
Transamerica Retirement Solutions September 2013 - Present
Diversified Investment Advisors January 1994 - September 2013
Skills
Quality Assurance, Process Improvement, Test Planning, SDLC, Requirements Analysis, Software Documentation, Business Analysis, Vendor Management, Risk Management, Visio, MS Project, Access, Relationship Management, Testing
Education
Iona College 2009 — 2012
MBA, Finance Management
Iona College 2005 — 2009
Master of Science (MS), Computer Science
City University of New York-Baruch College
B.B.A, Accounting
Purchase College (SUNY)
Certificate, Computer Programming
Cindy Stone's Transamerica Retirement Solutions Experience June 2015 - Present
Job Manager, Defined Benefits
Industry Financial Services
Experience
Transamerica Retirement Solutions June 2015 - Present
Towers Watson March 2014 - June 2015
The Harrington Farm 2004 - 2015
Seeking an opportunity where I can use my strong interpersonal, managerial and analytical skills September 2013 - March 2014
Fidelity Investments February 2009 - August 2013
Fidelity Investments February 2007 - February 2009
Fidelity Investments June 2004 - February 2007
Wyman Gordon December 1987 - September 1991
Wyman Gordon December 1983 - December 1987
Skills
Defined Benefit, Process Improvement, Business Analysis, Financial Modeling, Analysis, Microsoft Excel, Retirement, Pensions, Training, Customer Service, Team Building, Qualified Domestic..., Onboarding, Offshore Management, Cross-functional Team..., Leadership, Finance, Outsourcing, Management, Team Management, Operations Management, Event Management, Operational Efficiency, Team Leadership, Virtual Teams, Pension Administration, Benefits Administration, Hiring Employees, Employee Training, financial services, Employee Engagement, motivation, Benefits Management, Employee Relations, Business Decision Making, Keen Listener, Financial Analysis, Time Management, Critical Thinking, High Energy Level, Confidentiality, Financial Services
Education
Bryant University
BS BA, Accounting
Transamerica Retirement Solutions June 2015 - Present
Towers Watson March 2014 - June 2015
The Harrington Farm 2004 - 2015
Seeking an opportunity where I can use my strong interpersonal, managerial and analytical skills September 2013 - March 2014
Fidelity Investments February 2009 - August 2013
Fidelity Investments February 2007 - February 2009
Fidelity Investments June 2004 - February 2007
Wyman Gordon December 1987 - September 1991
Wyman Gordon December 1983 - December 1987
Skills
Defined Benefit, Process Improvement, Business Analysis, Financial Modeling, Analysis, Microsoft Excel, Retirement, Pensions, Training, Customer Service, Team Building, Qualified Domestic..., Onboarding, Offshore Management, Cross-functional Team..., Leadership, Finance, Outsourcing, Management, Team Management, Operations Management, Event Management, Operational Efficiency, Team Leadership, Virtual Teams, Pension Administration, Benefits Administration, Hiring Employees, Employee Training, financial services, Employee Engagement, motivation, Benefits Management, Employee Relations, Business Decision Making, Keen Listener, Financial Analysis, Time Management, Critical Thinking, High Energy Level, Confidentiality, Financial Services
Education
Bryant University
BS BA, Accounting
Corinne (Luas) Mendez's Transamerica Retirement Solutions Experience August 2011 - April 2013
Job Marketing Manager | Content Marketing | B2B2C Communications | Campaign & Strategy Development | Entrepreneurial Mindset
Industry Financial Services
Experience
Transamerica Life Insurance Company April 2013 - Present
Transamerica Retirement Solutions August 2011 - April 2013
Aston Marketing Group November 2007 - August 2011
ResMAE Mortgage Corporation - Citadel Investment Group November 2006 - November 2007
Option One Mortgage June 2002 - November 2006
Skills
Team Building, Direct Marketing, Business Strategy, Marketing Strategy, Social Media Marketing, Negotiation, Marketing, Sales Management, Online Advertising, Strategic Planning, Marketing Research, New Business Development, Marketing Communications, Sales, Email Marketing, Business Development, Lead Generation, Online Marketing, Marketing Management, Social Networking
Education
California State University-Fullerton 2010 — 2012
MBA, Marketing
California State University-Fullerton 1997 — 2001
BA, Business, Marketing
Transamerica Life Insurance Company April 2013 - Present
Transamerica Retirement Solutions August 2011 - April 2013
Aston Marketing Group November 2007 - August 2011
ResMAE Mortgage Corporation - Citadel Investment Group November 2006 - November 2007
Option One Mortgage June 2002 - November 2006
Skills
Team Building, Direct Marketing, Business Strategy, Marketing Strategy, Social Media Marketing, Negotiation, Marketing, Sales Management, Online Advertising, Strategic Planning, Marketing Research, New Business Development, Marketing Communications, Sales, Email Marketing, Business Development, Lead Generation, Online Marketing, Marketing Management, Social Networking
Education
California State University-Fullerton 2010 — 2012
MBA, Marketing
California State University-Fullerton 1997 — 2001
BA, Business, Marketing
Francine Sprague's Transamerica Retirement Solutions Experience May 2006 - Present
Job VP Integration/System Services at Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions May 2006 - Present
Fidelity Investments 2002 - 2006
Towers Perrin 1998 - 2002
Watson Wyatt 1994 - 1998
Education
Bates College 1989 — 1993
BS, Psychology
Regina Dominican High School 1985 — 1989
St. Phillip Grade School 1977 — 1985
Transamerica Retirement Solutions May 2006 - Present
Fidelity Investments 2002 - 2006
Towers Perrin 1998 - 2002
Watson Wyatt 1994 - 1998
Education
Bates College 1989 — 1993
BS, Psychology
Regina Dominican High School 1985 — 1989
St. Phillip Grade School 1977 — 1985
Alicia Cerulla's Transamerica Retirement Solutions Experience February 2015 - Present
Job Retirement Plan Consultant at Transamerica Retirement Solutions
Industry Education Management
Experience
Transamerica Retirement Solutions February 2015 - Present
Personifying Wisdom June 2010 - Present
Freedom One Financial Group June 2007 - March 2009
Diversified Investment Advisors January 2004 - June 2007
Hanson, Marx & Assoc. June 1999 - December 2003
Credit Union One September 1998 - May 1999
Aetna August 1996 - August 1998
Business Enterprise Development Center 1995 - 1996
CIGNA, Penn General, NGS American October 1990 - June 1994
Skills
Retirement, 401k, Pensions, Defined Benefit, Retirement Planning, Mutual Funds, Employee Benefits, Investments, ERISA, Retirement Plan..., Strategic Financial..., Investment Advisory, IRAs, Asset Allocation, Profit Sharing
Education
Central Michigan University 2006 — 2009
Bachelor of Science in Administration, Organizational Administration
Oakland Community College 1990 — 2001
Associate, Business Administration
Transamerica Retirement Solutions February 2015 - Present
Personifying Wisdom June 2010 - Present
Freedom One Financial Group June 2007 - March 2009
Diversified Investment Advisors January 2004 - June 2007
Hanson, Marx & Assoc. June 1999 - December 2003
Credit Union One September 1998 - May 1999
Aetna August 1996 - August 1998
Business Enterprise Development Center 1995 - 1996
CIGNA, Penn General, NGS American October 1990 - June 1994
Skills
Retirement, 401k, Pensions, Defined Benefit, Retirement Planning, Mutual Funds, Employee Benefits, Investments, ERISA, Retirement Plan..., Strategic Financial..., Investment Advisory, IRAs, Asset Allocation, Profit Sharing
Education
Central Michigan University 2006 — 2009
Bachelor of Science in Administration, Organizational Administration
Oakland Community College 1990 — 2001
Associate, Business Administration
Jeff Mosco's Transamerica Retirement Solutions Experience February 2013 - Present
Job Regional Vice President at Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions February 2013 - Present
MassMutual Financial Group January 2013 - February 2013
The Hartford March 2004 - December 2012
AllianceBernstein 1998 - 2004
Trust Consultants, Inc. 1995 - 1998
Putnam Investments May 1993 - 1995
Education
Bentley University 1990 — 1994
Finance
St. Johns Prep 1986 — 1990
Transamerica Retirement Solutions February 2013 - Present
MassMutual Financial Group January 2013 - February 2013
The Hartford March 2004 - December 2012
AllianceBernstein 1998 - 2004
Trust Consultants, Inc. 1995 - 1998
Putnam Investments May 1993 - 1995
Education
Bentley University 1990 — 1994
Finance
St. Johns Prep 1986 — 1990
Frank Carberry's Transamerica Retirement Solutions Experience September 2007 - Present
Job Vice President, Senior Consulting Actuary at Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions September 2007 - Present
Towers Perrin March 2001 - September 2007
PricewaterhouseCoopers November 1999 - March 2001
Watson Wyatt August 1989 - November 1999
Education
Connecticut College 1985 — 1989
B.A., Mathematical sciences
Transamerica Retirement Solutions September 2007 - Present
Towers Perrin March 2001 - September 2007
PricewaterhouseCoopers November 1999 - March 2001
Watson Wyatt August 1989 - November 1999
Education
Connecticut College 1985 — 1989
B.A., Mathematical sciences
Thomas Kelly Jr.'s Transamerica Retirement Solutions Experience April 2009 - Present
Job Regional VicePresident, Institutional Markets, Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions April 2009 - Present
NYLIM Retirement Services February 2004 - March 2009
Bank of America Capital Management January 2002 - February 2004
Skills
Sales Operations, Retirement, Sales, Retirement Planning, Management, Analysis, Public Speaking, Defined Benefit, ERISA, Series 63, Series 7, Employee Benefits, Defined Contribution, Strategy, 401k, Financial Advisory, Pensions, Retirement Plan..., Investments, Series 6, Mutual Funds, Asset Allocation
Education
Guilford College 1982 — 1987
Bachelor of Science Degrees, Psychology, Sociology, Anthropology
Transamerica Retirement Solutions April 2009 - Present
NYLIM Retirement Services February 2004 - March 2009
Bank of America Capital Management January 2002 - February 2004
Skills
Sales Operations, Retirement, Sales, Retirement Planning, Management, Analysis, Public Speaking, Defined Benefit, ERISA, Series 63, Series 7, Employee Benefits, Defined Contribution, Strategy, 401k, Financial Advisory, Pensions, Retirement Plan..., Investments, Series 6, Mutual Funds, Asset Allocation
Education
Guilford College 1982 — 1987
Bachelor of Science Degrees, Psychology, Sociology, Anthropology
Aida Rios's Transamerica Retirement Solutions Experience May 2009 - Present
Job Retirement Planning Consultant at Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions May 2009 - Present
Skills
401k, Mutual Funds, Employee Benefits, Investments, Retirement Planning, Pensions, Retirement, Insurance
Education
Baruch College, City University of New York (CUNY)
Bachelor's degree
Transamerica Retirement Solutions May 2009 - Present
Skills
401k, Mutual Funds, Employee Benefits, Investments, Retirement Planning, Pensions, Retirement, Insurance
Education
Baruch College, City University of New York (CUNY)
Bachelor's degree
Elizabeth Angell's Transamerica Retirement Solutions Experience June 2012 - Present
Job Exec. Administrative Assistant at Transamerica Retirement Solutions
Industry Human Resources
Experience
Transamerica Retirement Solutions June 2012 - Present
Support Professional November 2010 - July 2012
Center for Arts Natick 2000 - 2012
Cammack LaRhette Consulting January 2001 - October 2010
THE PFE Group August 1997 - July 2000
Watson Wyatt Worldwide January 1997 - August 1997
Society of Fire Protection Engineers (SFPE) July 1993 - January 1997
Skills
Problem Solving, Excel, Administration, Outlook, PowerPoint, Administrative Support, Word, Teamwork, Conferences, Scheduling, Event Planning, Microsoft Office, Customer Relations, Research, Operations Management, Microsoft Excel, Microsoft Word, New Business Development, Editing, Management, Customer Service, Leadership, Human Resources, Administrative..., Program Management, Public Speaking, Newsletters, Event Management, Employee Relations, Access, Process Scheduler, Social Media, Nonprofits, Employee Benefits, Training, Budgets, Marketing, Social Networking, Office Management, Organizational..., Strategic Planning, Leadership Development
Education
University of Massachusetts, Amherst 1993 — 1993
Certificate, Entrepreneurial Studies
Eastern Nazarene College
B.S, Sociology and Anthropology
Transamerica Retirement Solutions June 2012 - Present
Support Professional November 2010 - July 2012
Center for Arts Natick 2000 - 2012
Cammack LaRhette Consulting January 2001 - October 2010
THE PFE Group August 1997 - July 2000
Watson Wyatt Worldwide January 1997 - August 1997
Society of Fire Protection Engineers (SFPE) July 1993 - January 1997
Skills
Problem Solving, Excel, Administration, Outlook, PowerPoint, Administrative Support, Word, Teamwork, Conferences, Scheduling, Event Planning, Microsoft Office, Customer Relations, Research, Operations Management, Microsoft Excel, Microsoft Word, New Business Development, Editing, Management, Customer Service, Leadership, Human Resources, Administrative..., Program Management, Public Speaking, Newsletters, Event Management, Employee Relations, Access, Process Scheduler, Social Media, Nonprofits, Employee Benefits, Training, Budgets, Marketing, Social Networking, Office Management, Organizational..., Strategic Planning, Leadership Development
Education
University of Massachusetts, Amherst 1993 — 1993
Certificate, Entrepreneurial Studies
Eastern Nazarene College
B.S, Sociology and Anthropology
Erubey Perdomo's Transamerica Retirement Solutions Experience January 2010 - Present
Job Retirement Planning Consultant, CRPC®, CRC®
Industry Financial Services
Experience
Transamerica Retirement Solutions January 2010 - Present
Prudential Financial July 1999 - December 2009
Skills
401k, Customer Service, ERISA, Employee Benefits, Fixed Annuities, Healthcare, Hospitals, Leadership, Leadership Development, Management, Mutual Funds, Nonprofits, Pensions, Portfolio Management, Public Speaking, Retirement, Retirement Planning, Series 63, Series 7, Investments
Education
Binghamton University 1990 — 1994
BA, International Relations
Transamerica Retirement Solutions January 2010 - Present
Prudential Financial July 1999 - December 2009
Skills
401k, Customer Service, ERISA, Employee Benefits, Fixed Annuities, Healthcare, Hospitals, Leadership, Leadership Development, Management, Mutual Funds, Nonprofits, Pensions, Portfolio Management, Public Speaking, Retirement, Retirement Planning, Series 63, Series 7, Investments
Education
Binghamton University 1990 — 1994
BA, International Relations
Mary O'Sullivan's Transamerica Retirement Solutions Experience April 2013 - Present
Job HR Director Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions April 2013 - Present
Skills
Defined Benefit, Profit Sharing, Pensions, Retirement Plan..., 401k
Education
Fordham University
BS, Marketing
Manhattanville College
MS, Organizational Development and Human Resouce Management
Transamerica Retirement Solutions April 2013 - Present
Skills
Defined Benefit, Profit Sharing, Pensions, Retirement Plan..., 401k
Education
Fordham University
BS, Marketing
Manhattanville College
MS, Organizational Development and Human Resouce Management
Glenn Godin's Transamerica Retirement Solutions Experience March 2008 - Present
Job Vice President, Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions March 2008 - Present
MassMutual Retirement Services June 1992 - March 2008
Education
Fairfield University 1986 — 1990
BS Finance
Transamerica Retirement Solutions March 2008 - Present
MassMutual Retirement Services June 1992 - March 2008
Education
Fairfield University 1986 — 1990
BS Finance
Richard Conti's Transamerica Retirement Solutions Experience July 2011 - August 2012
Job Talent Management Leader at Jet Propulsion Laboratory
Industry Human Resources
Experience
NASA Jet Propulsion Laboratory August 2012 - Present
Transamerica Retirement Solutions July 2011 - August 2012
Capital Group February 2005 - January 2010
Comcast Cable September 1999 - February 2005
Sony Pictures Entertainment May 1997 - September 1999
Universal Studios Hollywood November 1993 - May 1997
Skills
Talent Management, Succession Planning, Employee Relations, Workforce Planning, Onboarding, Deferred Compensation, Talent Acquisition, Performance Management, HRIS, Employee Engagement, Organizational..., Employee Benefits, Human Resources, Recruiting, Applicant Tracking..., Organizational Design, Personnel Management, Benefits Administration, HR Consulting, Organizational..., HR Policies, College Recruiting, Leadership, Hiring, Employment Law, FMLA, Temporary Placement, Interviews, Technical Recruiting, Employer Branding, Labor Relations, New Hire Orientations, Executive Coaching, Management Development, Training, Job Analysis, Compensation & Benefit, HR Transformation
Education
California State University-Northridge 1987 — 1992
Bachelor of Arts, Communication & Business Administration
NASA Jet Propulsion Laboratory August 2012 - Present
Transamerica Retirement Solutions July 2011 - August 2012
Capital Group February 2005 - January 2010
Comcast Cable September 1999 - February 2005
Sony Pictures Entertainment May 1997 - September 1999
Universal Studios Hollywood November 1993 - May 1997
Skills
Talent Management, Succession Planning, Employee Relations, Workforce Planning, Onboarding, Deferred Compensation, Talent Acquisition, Performance Management, HRIS, Employee Engagement, Organizational..., Employee Benefits, Human Resources, Recruiting, Applicant Tracking..., Organizational Design, Personnel Management, Benefits Administration, HR Consulting, Organizational..., HR Policies, College Recruiting, Leadership, Hiring, Employment Law, FMLA, Temporary Placement, Interviews, Technical Recruiting, Employer Branding, Labor Relations, New Hire Orientations, Executive Coaching, Management Development, Training, Job Analysis, Compensation & Benefit, HR Transformation
Education
California State University-Northridge 1987 — 1992
Bachelor of Arts, Communication & Business Administration
Bryan Hubbard's Transamerica Retirement Solutions Experience September 2010 - Present
Job Pension Services Representative at Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions September 2010 - Present
Transamerica Retirement Solutions February 2008 - September 2010
Vassar Brother's Medical Center September 2001 - March 2007
Skills
PowerPoint, English, Windows, Outlook, Investments, Insurance, Employee Benefits, Asset Management, Access
Education
University of Phoenix 2005 — 2007
Master of Business Administration (M.B.A.), 3.8
State University of New York at Buffalo - School of Management 1998 — 2000
Bachelor's Degree, Business Administration and Management, General
Dutchess Community College 1995 — 1997
Associate of Arts and Sciences (A.A.S.), Liberal Arts and Sciences/Liberal Studies
Arlington High School 1990 — 1994
Diploma
Transamerica Retirement Solutions September 2010 - Present
Transamerica Retirement Solutions February 2008 - September 2010
Vassar Brother's Medical Center September 2001 - March 2007
Skills
PowerPoint, English, Windows, Outlook, Investments, Insurance, Employee Benefits, Asset Management, Access
Education
University of Phoenix 2005 — 2007
Master of Business Administration (M.B.A.), 3.8
State University of New York at Buffalo - School of Management 1998 — 2000
Bachelor's Degree, Business Administration and Management, General
Dutchess Community College 1995 — 1997
Associate of Arts and Sciences (A.A.S.), Liberal Arts and Sciences/Liberal Studies
Arlington High School 1990 — 1994
Diploma
Anh-Ngoc Hoang Nguyen's Transamerica Retirement Solutions Experience July 2014 - Present
Job TPA Sales Support Specialist at Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions July 2014 - Present
Transamerica Retirement Solutions December 2013 - July 2014
Transamerica Retirement Solutions November 2012 - December 2013
Transamerica Retirement Solutions October 2009 - November 2012
Bank of America April 2004 - October 2009
The Body Shop September 2002 - June 2004
Skills
Financial Services, Pensions, Project Management, Team Building, Customer Service, Building Relationships, 401k, Team-oriented, Business Requirements, Relationship Management, Insurance, Retirement, Written & Oral..., Time Management, Sales, Result Oriented, Goal-oriented..., Building Customer..., Highly motivated..., Multi Tasking, Priority Management, World Class Customer..., Organizational Structure, Solution Focused, Organization, Problem Solving Skills, Bilingual in English..., Outstanding Time..., Highly Creative, Results-Oriented
Education
California State University-Fullerton
Bachelor of Business Administration (B.B.A.), Marketing
Transamerica Retirement Solutions July 2014 - Present
Transamerica Retirement Solutions December 2013 - July 2014
Transamerica Retirement Solutions November 2012 - December 2013
Transamerica Retirement Solutions October 2009 - November 2012
Bank of America April 2004 - October 2009
The Body Shop September 2002 - June 2004
Skills
Financial Services, Pensions, Project Management, Team Building, Customer Service, Building Relationships, 401k, Team-oriented, Business Requirements, Relationship Management, Insurance, Retirement, Written & Oral..., Time Management, Sales, Result Oriented, Goal-oriented..., Building Customer..., Highly motivated..., Multi Tasking, Priority Management, World Class Customer..., Organizational Structure, Solution Focused, Organization, Problem Solving Skills, Bilingual in English..., Outstanding Time..., Highly Creative, Results-Oriented
Education
California State University-Fullerton
Bachelor of Business Administration (B.B.A.), Marketing
Sonia Pernoca's Transamerica Retirement Solutions Experience December 1989 - Present
Job Director Retirement Services at Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions December 1989 - Present
Skills
Retirement, Mutual Funds, 401k, Series 6, Pensions, Asset Allocation, Asset Management, Investments, Risk Management, Relationship Management, Defined Benefit, Retirement Planning, Insurance
Education
City University of New York-Herbert H. Lehman College
Education
Transamerica Retirement Solutions December 1989 - Present
Skills
Retirement, Mutual Funds, 401k, Series 6, Pensions, Asset Allocation, Asset Management, Investments, Risk Management, Relationship Management, Defined Benefit, Retirement Planning, Insurance
Education
City University of New York-Herbert H. Lehman College
Education
Niravkumar Patel's Transamerica Retirement Solutions Experience December 2011 - Present
Job Senior Software Quality Assurance Engineer at Transamerica Retirement Solutions
Industry Computer Software
Experience
Transamerica Retirement Solutions December 2011 - Present
Social Interest Solutions January 2011 - December 2011
Skills
Test Automation, HP QTP, SDLC, Microsoft SQL Server, ISTQB Certified, JIRA, TFS, Change Management, HTML, Software Development, Software Project..., Business Development, Strategy, VBScript, Worksoft Certify, Test Planning, Test Scripts, Customer Service, Software Testing Life..., Functional Testing, Software Quality..., Testing
Education
California State University-Fullerton 2008 — 2010
Master of Science (M.S.), Computer Science
Transamerica Retirement Solutions December 2011 - Present
Social Interest Solutions January 2011 - December 2011
Skills
Test Automation, HP QTP, SDLC, Microsoft SQL Server, ISTQB Certified, JIRA, TFS, Change Management, HTML, Software Development, Software Project..., Business Development, Strategy, VBScript, Worksoft Certify, Test Planning, Test Scripts, Customer Service, Software Testing Life..., Functional Testing, Software Quality..., Testing
Education
California State University-Fullerton 2008 — 2010
Master of Science (M.S.), Computer Science
Michael Trivers's Transamerica Retirement Solutions Experience January 2013 - Present
Job Senior Client Consultant at Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions January 2013 - Present
Diversified Investment Advisors August 2009 - December 2012
Diversified Investment Advisors August 2009 - December 2012
Mercer December 2007 - August 2009
Fidelity Investments October 2005 - December 2007
Skills
Employee Benefits, Retirement, Pensions, Retirement Planning, Defined Benefit, 401k, Process Improvement, Financial Services, Investments, Mutual Funds
Education
Hartwick College 2000 — 2004
Business Management
Hartwick College
Bachelor of Arts, Business Management
Transamerica Retirement Solutions January 2013 - Present
Diversified Investment Advisors August 2009 - December 2012
Diversified Investment Advisors August 2009 - December 2012
Mercer December 2007 - August 2009
Fidelity Investments October 2005 - December 2007
Skills
Employee Benefits, Retirement, Pensions, Retirement Planning, Defined Benefit, 401k, Process Improvement, Financial Services, Investments, Mutual Funds
Education
Hartwick College 2000 — 2004
Business Management
Hartwick College
Bachelor of Arts, Business Management
Jacqueline OConnor's Transamerica Retirement Solutions Experience 2008 - 2011
Job Vice President Consulting Relations Institutional Retirement & Trust at Wells Fargo
Industry Financial Services
Experience
Wells Fargo May 2015 - Present
Lincoln Financial Group May 2011 - May 2015
Transamerica Retirement Solutions 2008 - 2011
Transamerica Retirement Solutions 2002 - 2008
MassMutual Financial Group 2001 - 2002
MassMutual Financial Group 2000 - 2001
MassMutual Financial Group 1999 - 2000
Skills
401k, Mutual Funds, Retirement, Financial Services, Investments, Series 63, Series 7, Pensions, Retirement Planning, Relationship Management, Strategic Planning, Series 6, Employee Benefits, Fixed Annuities, Defined Benefit, Salesforce.com, Business Strategy, Business Development, Strategic Financial..., New Business Development, Strategy, Investment Advisory, Financial Planning
Education
Golden Gate University
Master of Science (M.S.), Financial Planning and Services
University of Massachusetts, Amherst
Bachelor's Degree
Wells Fargo May 2015 - Present
Lincoln Financial Group May 2011 - May 2015
Transamerica Retirement Solutions 2008 - 2011
Transamerica Retirement Solutions 2002 - 2008
MassMutual Financial Group 2001 - 2002
MassMutual Financial Group 2000 - 2001
MassMutual Financial Group 1999 - 2000
Skills
401k, Mutual Funds, Retirement, Financial Services, Investments, Series 63, Series 7, Pensions, Retirement Planning, Relationship Management, Strategic Planning, Series 6, Employee Benefits, Fixed Annuities, Defined Benefit, Salesforce.com, Business Strategy, Business Development, Strategic Financial..., New Business Development, Strategy, Investment Advisory, Financial Planning
Education
Golden Gate University
Master of Science (M.S.), Financial Planning and Services
University of Massachusetts, Amherst
Bachelor's Degree
Sebastian Aza's Transamerica Retirement Solutions Experience January 2008 - October 2013
Job Sr. Internal Wholesaler at Transamerica
Industry Financial Services
Experience
Transamerica November 2013 - Present
Transamerica Retirement Solutions January 2008 - October 2013
Transamerica Retirement Solutions January 2007 - January 2008
Skills
Series 6, Series 63, Life & Health Insurance..., Financial Services, Project Management, Insurance, Process Improvement, Team Leadership, Microsoft Office, Software Documentation, Visio, Access, Microsoft Excel, PowerPoint, Analysis, Retirement Planning, Retirement, Mutual Funds
Education
California State University-Northridge 2009 — 2012
BA, Communication Studies, Business Management, Honors Cum Laude
Transamerica November 2013 - Present
Transamerica Retirement Solutions January 2008 - October 2013
Transamerica Retirement Solutions January 2007 - January 2008
Skills
Series 6, Series 63, Life & Health Insurance..., Financial Services, Project Management, Insurance, Process Improvement, Team Leadership, Microsoft Office, Software Documentation, Visio, Access, Microsoft Excel, PowerPoint, Analysis, Retirement Planning, Retirement, Mutual Funds
Education
California State University-Northridge 2009 — 2012
BA, Communication Studies, Business Management, Honors Cum Laude
Clarissa Kemp's Transamerica Retirement Solutions Experience July 1996 - Present
Job Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions July 1996 - Present
Skills
Series 6, 401k, Customer Service, Series 63, Retirement, Employee Benefits, Financial Services, Insurance
Education
California State University-Long Beach
Bachelor of Arts (BA), Radio/TV/Film
Transamerica Retirement Solutions July 1996 - Present
Skills
Series 6, 401k, Customer Service, Series 63, Retirement, Employee Benefits, Financial Services, Insurance
Education
California State University-Long Beach
Bachelor of Arts (BA), Radio/TV/Film
Martin Aza's Transamerica Retirement Solutions Experience 2006 - 2012
Job Senior Sales Consultant
Industry Financial Services
Experience
Dedicated Defined Benefit Services November 2012 - Present
Transamerica Retirement Solutions 2006 - 2012
Skills
Series 6, Life & Health Licenses, Pensions, 401k, Retirement, Financial Services, Mutual Funds, Medicare, Customer Service, Series 63, Retirement Planning, Defined Benefit, Asset Allocation, Fixed Annuities, Investments
Education
California State University-Northridge 2002 — 2006
Bachelor's Degree, Finance and Financial Management Services
Dedicated Defined Benefit Services November 2012 - Present
Transamerica Retirement Solutions 2006 - 2012
Skills
Series 6, Life & Health Licenses, Pensions, 401k, Retirement, Financial Services, Mutual Funds, Medicare, Customer Service, Series 63, Retirement Planning, Defined Benefit, Asset Allocation, Fixed Annuities, Investments
Education
California State University-Northridge 2002 — 2006
Bachelor's Degree, Finance and Financial Management Services
Jeff Brewer, CFP®, ChFC®'s Transamerica Retirement Solutions Experience October 2014 - Present
Job Director, Client Executive at Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions October 2014 - Present
Diversified February 2013 - October 2014
Lincoln Financial Advisors April 2010 - November 2012
Lincoln Financial Advisors August 2003 - April 2010
Skills
Series 63, Series 6, Fixed Annuities, Mutual Funds, Investments, Insurance, Certified Financial..., ChFC®, CFP®, CRPC®, CMFC®, Retirement Planning, Variable Annuities, 401k, 403 b, series 26
Education
Clemson University
Bachelor's of Science (B.S.), Business Administration and Management, General
Transamerica Retirement Solutions October 2014 - Present
Diversified February 2013 - October 2014
Lincoln Financial Advisors April 2010 - November 2012
Lincoln Financial Advisors August 2003 - April 2010
Skills
Series 63, Series 6, Fixed Annuities, Mutual Funds, Investments, Insurance, Certified Financial..., ChFC®, CFP®, CRPC®, CMFC®, Retirement Planning, Variable Annuities, 401k, 403 b, series 26
Education
Clemson University
Bachelor's of Science (B.S.), Business Administration and Management, General
Muriel Sanchez's Transamerica Retirement Solutions Experience September 2002 - Present
Job Plan Consultant at Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions September 2002 - Present
Transamerica Retirement Solutions April 2004 - September 2013
Transamerica Retirement Solutions September 2002 - April 2004
National Pension Services, Inc. January 1996 - April 2002
Skills
401k, Defined Benefit, Pensions, Retirement, Fixed Annuities, Securities, Investment Strategies, Financial Advisory, Portfolio Management, Pension Administration, Alternative Investments, Funding, Benefits Administration, Equities, Estate Planning, Deferred Compensation, Microsoft Excel, Microsoft Word, Microsoft Office, Blaze technical software, SharePoint, Advanced Query Tool, Financial Planning Data
Education
Baruch College 1988 — 1993
Bachelor of Business Administration (BBA)
St. Helena Commerical HS 1984 — 1988
General
Transamerica Retirement Solutions September 2002 - Present
Transamerica Retirement Solutions April 2004 - September 2013
Transamerica Retirement Solutions September 2002 - April 2004
National Pension Services, Inc. January 1996 - April 2002
Skills
401k, Defined Benefit, Pensions, Retirement, Fixed Annuities, Securities, Investment Strategies, Financial Advisory, Portfolio Management, Pension Administration, Alternative Investments, Funding, Benefits Administration, Equities, Estate Planning, Deferred Compensation, Microsoft Excel, Microsoft Word, Microsoft Office, Blaze technical software, SharePoint, Advanced Query Tool, Financial Planning Data
Education
Baruch College 1988 — 1993
Bachelor of Business Administration (BBA)
St. Helena Commerical HS 1984 — 1988
General
Amy Chandler's Transamerica Retirement Solutions Experience November 2010 - Present
Job Internal Sales Consultant at Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions November 2010 - Present
Skills
Series 63, Series 6, 401k, Retirement, Life Insurance
Education
St. Ambrose University 2004 — 2007
Master of Business Administration (M.B.A.)
Buena Vista University
Bachelor's degree, Psychology and Human Services
Transamerica Retirement Solutions November 2010 - Present
Skills
Series 63, Series 6, 401k, Retirement, Life Insurance
Education
St. Ambrose University 2004 — 2007
Master of Business Administration (M.B.A.)
Buena Vista University
Bachelor's degree, Psychology and Human Services
Bob Rooney's Transamerica Retirement Solutions Experience March 1987 - Present
Job Client Executive at Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions March 1987 - Present
Skills
Series 63, Series 6, Pensions, Financial Services, 401k, Defined Benefit
Education
Assumption College 1982 — 1986
Bachelor of Arts (B.A.), Business Administration and Management, General
Transamerica Retirement Solutions March 1987 - Present
Skills
Series 63, Series 6, Pensions, Financial Services, 401k, Defined Benefit
Education
Assumption College 1982 — 1986
Bachelor of Arts (B.A.), Business Administration and Management, General
James Bayard's Transamerica Retirement Solutions Experience 2013 - Present
Job Client Executive at Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions 2013 - Present
New York Life Retirement Plan Services 2010 - 2013
U.S. Trust, Bank of America Private Wealth Management 2008 - 2010
Bank of America, Premier Banking & Investments 2005 - 2008
Putnam Investments 1998 - 2005
Skills
Financial Services, Investments, Retirement Planning, Retirement, Series 7, Series 63, 401k, Series 6, Mutual Funds, Employee Benefits, Securities
Education
Boston University School of Law
Juris Doctor, Law
University of California, Davis
Bachelor of Arts (B.A.), International Relations and German
Transamerica Retirement Solutions 2013 - Present
New York Life Retirement Plan Services 2010 - 2013
U.S. Trust, Bank of America Private Wealth Management 2008 - 2010
Bank of America, Premier Banking & Investments 2005 - 2008
Putnam Investments 1998 - 2005
Skills
Financial Services, Investments, Retirement Planning, Retirement, Series 7, Series 63, 401k, Series 6, Mutual Funds, Employee Benefits, Securities
Education
Boston University School of Law
Juris Doctor, Law
University of California, Davis
Bachelor of Arts (B.A.), International Relations and German
Joel Havel's Transamerica Retirement Solutions Experience February 2005 - Present
Job Remit Consultant at Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions February 2005 - Present
Guaranty Bank & Trust - Cedar Rapids, Iowa February 2000 - February 2005
Education
Coe College 1995 — 1999
Bachelor's degree, Business Administration and Management, General
Transamerica Retirement Solutions February 2005 - Present
Guaranty Bank & Trust - Cedar Rapids, Iowa February 2000 - February 2005
Education
Coe College 1995 — 1999
Bachelor's degree, Business Administration and Management, General
Vu Chau's Transamerica Retirement Solutions Experience 2000 - 2013
Job Director of Benefits Analysis, Special Projects and Implementation at Neovia Integrated Insurance Services
Industry Financial Services
Experience
Neovia Integrated Insurance Services August 2014 - Present
Transamerica Retirement Solutions 2000 - 2013
Skills
Investments, Mutual Funds, Financial Services, Retirement Planning, Wealth Management, Insurance, Retirement, Relationship Management, Financial Planning, Series 7
Education
California State University-Long Beach 1992 — 1997
Bachelor’s Degree, Finance and Financial Management Services
California State University-Long Beach 1992 — 1997
Bachelor’s Degree, Management Information Systems, General
University of California, Irvine
Web/Multimedia Management and Webmaster
Neovia Integrated Insurance Services August 2014 - Present
Transamerica Retirement Solutions 2000 - 2013
Skills
Investments, Mutual Funds, Financial Services, Retirement Planning, Wealth Management, Insurance, Retirement, Relationship Management, Financial Planning, Series 7
Education
California State University-Long Beach 1992 — 1997
Bachelor’s Degree, Finance and Financial Management Services
California State University-Long Beach 1992 — 1997
Bachelor’s Degree, Management Information Systems, General
University of California, Irvine
Web/Multimedia Management and Webmaster
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY