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
Robyn Palmer, MBA Robyn Palmer, MBA's Transamerica Retirement Solutions Experience October 2014 - Present
Job Compliance Consultant
Industry Financial Services
Experience
Transamerica Retirement Solutions October 2014 - Present
Mount Mercy University June 2013 - August 2014
ITT Technical Institute 2010 - May 2013
Wachovia Securities Financial Network 2007 - 2009
Van Meter Industrial 2005 - 2006
Skills
Customer Service, Outlook, Access, Microsoft Office, Microsoft Excel, Recruiting, PowerPoint, Microsoft Word, Public Speaking, Training, Administrative..., Event Planning, Marketing, Coaching, Finanical analysis and..., Project Management, Statistical Tools, Management Accounting, Higher Education, Management, Enrollment Management, Student Affairs, Adult Education, Leadership Development, Team Building, Social Networking, Human Resources, Analysis, Retaining Customers, Time Management
Education
Mount Mercy University 2014 — 2015
Bachelor of Arts (B.A.), Accounting and Finance
Mount Mercy University 2011 — 2014
MBA, Business Administration
University of Iowa 1996 — 1999
BA, Psychology
Transamerica Retirement Solutions October 2014 - Present
Mount Mercy University June 2013 - August 2014
ITT Technical Institute 2010 - May 2013
Wachovia Securities Financial Network 2007 - 2009
Van Meter Industrial 2005 - 2006
Skills
Customer Service, Outlook, Access, Microsoft Office, Microsoft Excel, Recruiting, PowerPoint, Microsoft Word, Public Speaking, Training, Administrative..., Event Planning, Marketing, Coaching, Finanical analysis and..., Project Management, Statistical Tools, Management Accounting, Higher Education, Management, Enrollment Management, Student Affairs, Adult Education, Leadership Development, Team Building, Social Networking, Human Resources, Analysis, Retaining Customers, Time Management
Education
Mount Mercy University 2014 — 2015
Bachelor of Arts (B.A.), Accounting and Finance
Mount Mercy University 2011 — 2014
MBA, Business Administration
University of Iowa 1996 — 1999
BA, Psychology
Annmarie Santucci Annmarie Santucci's Transamerica Retirement Solutions Experience January 2011 - Present
Job Quality Analyst at Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions January 2011 - Present
Transamerica Retirement Solutions January 1997 - December 2010
Skills
Qualitative Research, Analysis, Project Management, Testing, CRM, Program Management, Training, Vendor Management, Software Documentation, Process Improvement, Insurance, Investments, Business Analysis
Education
Manhattanville College
Bachelor of Science (BS), Business Administration and Management, General
Transamerica Retirement Solutions January 2011 - Present
Transamerica Retirement Solutions January 1997 - December 2010
Skills
Qualitative Research, Analysis, Project Management, Testing, CRM, Program Management, Training, Vendor Management, Software Documentation, Process Improvement, Insurance, Investments, Business Analysis
Education
Manhattanville College
Bachelor of Science (BS), Business Administration and Management, General
Vicky Jensen Vicky Jensen's Transamerica Retirement Solutions Experience December 2005 - December 2006
Job Mutual Fund Alliance Liaison at Broadridge/Matrix Financial Solutions
Industry Financial Services
Experience
Matrix Financial Solutions, a Broadridge Company (previously Wilmington Trust) December 2006 - Present
Transamerica Retirement Solutions December 2005 - December 2006
Ceridian April 2002 - December 2005
Raymond James Financial Inc. 1993 - 2001
Skills
Series 7, Series 63, Qualified Retirement..., Third Party..., Mutual Funds, Marketing, Financial Services, Wealth Management, Sales, Public Relations, Relationship Management, Retirement, Investments, 401k
Education
Northern Illinois University
Bachelor of Science (B.S.), Marketing
Matrix Financial Solutions, a Broadridge Company (previously Wilmington Trust) December 2006 - Present
Transamerica Retirement Solutions December 2005 - December 2006
Ceridian April 2002 - December 2005
Raymond James Financial Inc. 1993 - 2001
Skills
Series 7, Series 63, Qualified Retirement..., Third Party..., Mutual Funds, Marketing, Financial Services, Wealth Management, Sales, Public Relations, Relationship Management, Retirement, Investments, 401k
Education
Northern Illinois University
Bachelor of Science (B.S.), Marketing
Kari Wilcox Kari Wilcox's Transamerica Retirement Solutions Experience February 2011 - Present
Job Supervisor
Industry Financial Services
Experience
Transamerica Retirement Solutions February 2011 - Present
Sammons Financial Group Member Companies May 2007 - September 2010
Verifications, Inc. May 2003 - January 2006
Skills
Employee Training, Series 6, LOMA 280, LOMA 290, LOMA 301, RPA 1 Designation, Instructional Design
Education
Northern State University 1999 — 2002
Bachelor of Science (B.S.), Elementary Education and Teaching
Transamerica Retirement Solutions February 2011 - Present
Sammons Financial Group Member Companies May 2007 - September 2010
Verifications, Inc. May 2003 - January 2006
Skills
Employee Training, Series 6, LOMA 280, LOMA 290, LOMA 301, RPA 1 Designation, Instructional Design
Education
Northern State University 1999 — 2002
Bachelor of Science (B.S.), Elementary Education and Teaching
Fox Lisa Fox Lisa's Transamerica Retirement Solutions Experience July 2013 - Present
Job Client Consultant at Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions July 2013 - Present
Transamerica Life Insurance Company February 2012 - July 2013
Transamerica Life Insurance Company February 1999 - January 2011
Skills
Employee Benefits, Underwriting, Business Analysis, Risk Management, Fixed Annuities, Property & Casualty..., Market Research, General Insurance, Reinsurance, Claim, Long-term Care, Medicare, Customer Service, Marketing Strategy, Financial Services, Retirement Planning, Mutual Funds, Health Insurance, Disability Insurance, Investments, Financial Planning, Insurance
Education
Kirkwood Community College 1989 — 1993
Accounting Associate, Accounting and Finance
Kirkwood Community College 1989 — 1992
Associate's degree, Accounting
Transamerica Retirement Solutions July 2013 - Present
Transamerica Life Insurance Company February 2012 - July 2013
Transamerica Life Insurance Company February 1999 - January 2011
Skills
Employee Benefits, Underwriting, Business Analysis, Risk Management, Fixed Annuities, Property & Casualty..., Market Research, General Insurance, Reinsurance, Claim, Long-term Care, Medicare, Customer Service, Marketing Strategy, Financial Services, Retirement Planning, Mutual Funds, Health Insurance, Disability Insurance, Investments, Financial Planning, Insurance
Education
Kirkwood Community College 1989 — 1993
Accounting Associate, Accounting and Finance
Kirkwood Community College 1989 — 1992
Associate's degree, Accounting
Jiajing Wu Jiajing Wu's Transamerica Retirement Solutions Experience January 2014 - June 2014
Job Defined Benefit Calculation Intern at Transamerica Retirement Solutions
Industry Insurance
Experience
Transamerica Retirement Solutions January 2014 - June 2014
G&G Wet Wipes July 2012 - August 2012
Skills
PowerPoint, Microsoft Excel, Photoshop, Social Networking, Access, Outlook, AWD, Chinese, French, Photography, Short Films, Vegetarian Nutrition, Process Improvement, Event Planning
Education
Northeastern University 2011 — 2016
Bachelor's Degree, Economics and International Affairs, Middler
Sciences Po 2015 — 2015
Exchange Program, International Economics
Meiji University 2014 — 2014
Political Sciences and Economics
New York Film Academy 2013 — 2013
New York Film Academy & CCTV Filmmaking Workshop in Beijing. July-August 2013
Northeastern University 2012 — 2012
Dialogue of Civilization
Hangzhou No.14 Middle School 2008 — 2011
High School
Transamerica Retirement Solutions January 2014 - June 2014
G&G Wet Wipes July 2012 - August 2012
Skills
PowerPoint, Microsoft Excel, Photoshop, Social Networking, Access, Outlook, AWD, Chinese, French, Photography, Short Films, Vegetarian Nutrition, Process Improvement, Event Planning
Education
Northeastern University 2011 — 2016
Bachelor's Degree, Economics and International Affairs, Middler
Sciences Po 2015 — 2015
Exchange Program, International Economics
Meiji University 2014 — 2014
Political Sciences and Economics
New York Film Academy 2013 — 2013
New York Film Academy & CCTV Filmmaking Workshop in Beijing. July-August 2013
Northeastern University 2012 — 2012
Dialogue of Civilization
Hangzhou No.14 Middle School 2008 — 2011
High School
Susan Schuemann Susan Schuemann's Transamerica Retirement Solutions Experience 2013 - Present
Job Asst Vice President at Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions 2013 - Present
Transamerica Retirement Solutions August 2002 - Present
Transamerica Retirement Solutions June 2000 - Present
Skills
401k, Pensions, Retirement, Series 6, Mutual Funds, Defined Benefit, Series 63, Retirement Planning, Financial Services, Series 7, Investments, FINRA, Fixed Annuities, Asset Allocation, Relationship Management, Securities, Wealth Management, Investment Advisory, Asset Management, Financial Advisory
Education
Illinois State University 1986 — 1990
Bachelor's degree, Business Administration and Management, General
Illinois State University 1986 — 1990
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
Transamerica Retirement Solutions 2013 - Present
Transamerica Retirement Solutions August 2002 - Present
Transamerica Retirement Solutions June 2000 - Present
Skills
401k, Pensions, Retirement, Series 6, Mutual Funds, Defined Benefit, Series 63, Retirement Planning, Financial Services, Series 7, Investments, FINRA, Fixed Annuities, Asset Allocation, Relationship Management, Securities, Wealth Management, Investment Advisory, Asset Management, Financial Advisory
Education
Illinois State University 1986 — 1990
Bachelor's degree, Business Administration and Management, General
Illinois State University 1986 — 1990
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
Joshua Rapp Joshua Rapp's Transamerica Retirement Solutions Experience June 2010 - Present
Job External Sales Associate at Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions June 2010 - Present
Transamerica Retirement Solutions September 2007 - May 2010
Skills
Defined Contribution, Retirement Plan..., Profit Sharing, Qualified Retirement..., Defined Benefit, 401k, Retirement, Series 6, Series 63, Mutual Funds, Retirement Planning, Pensions, Asset Allocation, ERISA, Fixed Annuities
Education
Mount Mercy University 2009 — 2010
Bachelor's degree, Business Management
Iowa Lakes Community College 2007 — 2009
Associate of Arts (A.A.), Business Administration and Management, General
Transamerica Retirement Solutions June 2010 - Present
Transamerica Retirement Solutions September 2007 - May 2010
Skills
Defined Contribution, Retirement Plan..., Profit Sharing, Qualified Retirement..., Defined Benefit, 401k, Retirement, Series 6, Series 63, Mutual Funds, Retirement Planning, Pensions, Asset Allocation, ERISA, Fixed Annuities
Education
Mount Mercy University 2009 — 2010
Bachelor's degree, Business Management
Iowa Lakes Community College 2007 — 2009
Associate of Arts (A.A.), Business Administration and Management, General
Donna Carpenter Morris Donna Carpenter Morris's Transamerica Retirement Solutions Experience 2002 - Present
Job Retirement Planning Consultant at Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions 2002 - Present
ING Investment Management 1996 - 2001
George Miller Inc 1990 - 1996
Skills
Defined Contribution, Defined Benefit, Investment Education, FINRA, Series 6, Series 63, Project Management, Investments
Education
Rhode Island College
Education
Transamerica Retirement Solutions 2002 - Present
ING Investment Management 1996 - 2001
George Miller Inc 1990 - 1996
Skills
Defined Contribution, Defined Benefit, Investment Education, FINRA, Series 6, Series 63, Project Management, Investments
Education
Rhode Island College
Education
Cathy Berg Cathy Berg's Transamerica Retirement Solutions Experience June 2013 - Present
Job Vice President, Defined Benefit Sales & Business Development at Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions June 2013 - Present
New York Life Retirement Services April 2011 - March 2013
New York Life Retirement Services 2004 - 2011
New York LIfe Retirement Services 1995 - 2004
Trust Consultants, Inc. 1991 - 1995
Skills
401k, Defined Contribution, Defined Benefit, Sales, Retirement Planning, Retirement, Series 63, Pensions, Financial Advisory, Business Planning, Customer Service
Education
Roosevelt University 1988 — 1991
Masters of Science in Marketing Communications, Marketing
Saint Mary's University of Minnesota 1984 — 1988
Bachelor of Arts - Business Administration, Marketing Major, Music Minor
Transamerica Retirement Solutions June 2013 - Present
New York Life Retirement Services April 2011 - March 2013
New York Life Retirement Services 2004 - 2011
New York LIfe Retirement Services 1995 - 2004
Trust Consultants, Inc. 1991 - 1995
Skills
401k, Defined Contribution, Defined Benefit, Sales, Retirement Planning, Retirement, Series 63, Pensions, Financial Advisory, Business Planning, Customer Service
Education
Roosevelt University 1988 — 1991
Masters of Science in Marketing Communications, Marketing
Saint Mary's University of Minnesota 1984 — 1988
Bachelor of Arts - Business Administration, Marketing Major, Music Minor
Jennifer Gideon's Transamerica Retirement Solutions Experience May 2014 - February 2015
Job Extensive clerical & customer service experience
Industry Insurance
Experience
Conscentia / Toyota financial services February 2015 - Present
Transamerica Retirement Solutions May 2014 - February 2015
Pat McGrath Chevyland October 2013 - January 2014
Kelly Services March 2013 - April 2013
Midwest Professional Staffing October 2012 - January 2013
Transamerica April 2010 - April 2012
Transamerica Life Insurance Company October 2009 - April 2010
Rockwell Collins October 2006 - April 2007
Skills
Life Insurance, Term Life Insurance, Insurance, Employee Benefits, Call Center, Microsoft Office, Employee Management, Employee Training, Property Management, Data Entry, Successful Business..., Client Relations Skills, Cash Handling Experience, Cash Receipts, Accounts Payable, Accounts Receivable, Budget Compliance, Budget Process, Residential Mortgages, Office Management, Application Processing, First Impressions, Typing, 10 Key, Multi Tasking, Call Centers
Education
Kirkwood Community College 2011 — 2012
Business Administration
Conscentia / Toyota financial services February 2015 - Present
Transamerica Retirement Solutions May 2014 - February 2015
Pat McGrath Chevyland October 2013 - January 2014
Kelly Services March 2013 - April 2013
Midwest Professional Staffing October 2012 - January 2013
Transamerica April 2010 - April 2012
Transamerica Life Insurance Company October 2009 - April 2010
Rockwell Collins October 2006 - April 2007
Skills
Life Insurance, Term Life Insurance, Insurance, Employee Benefits, Call Center, Microsoft Office, Employee Management, Employee Training, Property Management, Data Entry, Successful Business..., Client Relations Skills, Cash Handling Experience, Cash Receipts, Accounts Payable, Accounts Receivable, Budget Compliance, Budget Process, Residential Mortgages, Office Management, Application Processing, First Impressions, Typing, 10 Key, Multi Tasking, Call Centers
Education
Kirkwood Community College 2011 — 2012
Business Administration
Abby Clark Abby Clark's Transamerica Retirement Solutions Experience 2011 - Present
Job AVP, Business Relationships, Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions 2011 - Present
Transamerica Retirement Solutions November 2007 - January 2011
Transamerica Financial Advisors, Inc. October 2005 - November 2007
Transamerica July 1999 - April 2005
Skills
Strategic Planning, 401k, Relationship Management, Defined Benefit, Series 6, Series 63, Retirement, Mutual Funds, Pensions, Defined Contribution, Qualified Retirement...
Education
Kirkwood Community College
Mount Mercy University
Transamerica Retirement Solutions 2011 - Present
Transamerica Retirement Solutions November 2007 - January 2011
Transamerica Financial Advisors, Inc. October 2005 - November 2007
Transamerica July 1999 - April 2005
Skills
Strategic Planning, 401k, Relationship Management, Defined Benefit, Series 6, Series 63, Retirement, Mutual Funds, Pensions, Defined Contribution, Qualified Retirement...
Education
Kirkwood Community College
Mount Mercy University
Damian Morales's Transamerica Retirement Solutions Experience May 2006 - April 2007
Job Disaster Recovery & Community Resilience Professional
Industry Nonprofit Organization Management
Experience
OneStar Foundation September 2014 - Present
RecoveryHub May 2014 - Present
ATCS, P.L.C. April 2012 - Present
Volunteer New York! November 2013 - January 2015
American Red Cross January 2013 - October 2013
Mental Health Association of Rockland May 2012 - October 2012
Dutchess County Office of Emergency Response May 2011 - August 2011
National Council on Alcoholism January 2009 - August 2010
American Cancer Society August 2007 - January 2009
Transamerica Retirement Solutions May 2006 - April 2007
Skills
Community Outreach, Nonprofits, Volunteer Management, Program Development, Public Policy, Proposal Writing, Program Management, Emergency Management, Public Health, Grant Writing, Social Media, Healthcare, Government, Preparedness, Program Evaluation, Public Speaking, Fundraising, Blogging, Strategic Communications, Community Organizing, Politics, Non-profits, Teaching, Media Relations, Policy Analysis, Coalitions, Mac OS X, PC, Legislative Advocacy, Coalition Building, Coordination, Government Relations, Salesforce.com, OS X
Education
New York Medical College 2007 — 2010
Master of Public Health, Health Policy & Management, GPA - 3.9/4.0
Vassar College 2001 — 2006
Bachelor of Arts, Psychology, Elementary Education
OneStar Foundation September 2014 - Present
RecoveryHub May 2014 - Present
ATCS, P.L.C. April 2012 - Present
Volunteer New York! November 2013 - January 2015
American Red Cross January 2013 - October 2013
Mental Health Association of Rockland May 2012 - October 2012
Dutchess County Office of Emergency Response May 2011 - August 2011
National Council on Alcoholism January 2009 - August 2010
American Cancer Society August 2007 - January 2009
Transamerica Retirement Solutions May 2006 - April 2007
Skills
Community Outreach, Nonprofits, Volunteer Management, Program Development, Public Policy, Proposal Writing, Program Management, Emergency Management, Public Health, Grant Writing, Social Media, Healthcare, Government, Preparedness, Program Evaluation, Public Speaking, Fundraising, Blogging, Strategic Communications, Community Organizing, Politics, Non-profits, Teaching, Media Relations, Policy Analysis, Coalitions, Mac OS X, PC, Legislative Advocacy, Coalition Building, Coordination, Government Relations, Salesforce.com, OS X
Education
New York Medical College 2007 — 2010
Master of Public Health, Health Policy & Management, GPA - 3.9/4.0
Vassar College 2001 — 2006
Bachelor of Arts, Psychology, Elementary Education
Kelly Rosado Kelly Rosado's Transamerica Retirement Solutions Experience January 2013 - Present
Job Attended Husson College
Industry Mental Health Care
Experience
Transamerica Retirement Solutions January 2013 - Present
Burnt Cove Market June 2012 - September 2012
Care and Comfort October 2011 - March 2012
Skills
Interpersonal..., Creativity, Strategic Thinking, Microsoft Office, Microsoft Excel, Microsoft Word, Exceptional verbal
Education
University of South Florida 2014 — 2016
MAT, Elementary Education and Teaching
Husson College 2008 — 2012
Bachelor of Science (BS), Psychology
Transamerica Retirement Solutions January 2013 - Present
Burnt Cove Market June 2012 - September 2012
Care and Comfort October 2011 - March 2012
Skills
Interpersonal..., Creativity, Strategic Thinking, Microsoft Office, Microsoft Excel, Microsoft Word, Exceptional verbal
Education
University of South Florida 2014 — 2016
MAT, Elementary Education and Teaching
Husson College 2008 — 2012
Bachelor of Science (BS), Psychology
Armando Llanes Llanear47@gmail.com Armando Llanes Llanear47@gmail.com's Transamerica Retirement Solutions Experience July 2011 - Present
Job AVP Participant Communications and Strategy at Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions July 2011 - Present
Landmark Education November 2007 - June 2015
Open Door Ministries January 2010 - December 2012
Retirement Educators January 2010 - June 2011
Lisa James Otto Country Properties February 2010 - May 2011
AllianceBernstein October 2003 - March 2009
Merrill Lynch March 2000 - October 2003
The Vanguard Group April 1993 - March 2000
The Vanguard Group May 1990 - April 1993
Skills
Relationship Management, Project Management, Financial Services, Public Speaking, Strategic Planning, Vendor Management, Leadership, Coaching, Team Building, Workshop Facilitation, Leadership Development, Team Leadership, Sales, Marketing, Event Planning, Investments, Training, Change Management, Consulting, Management
Education
Kean University 1984 — 1986
Business Administration
Saint Peter's University 1983 — 1984
Business Administration
Transamerica Retirement Solutions July 2011 - Present
Landmark Education November 2007 - June 2015
Open Door Ministries January 2010 - December 2012
Retirement Educators January 2010 - June 2011
Lisa James Otto Country Properties February 2010 - May 2011
AllianceBernstein October 2003 - March 2009
Merrill Lynch March 2000 - October 2003
The Vanguard Group April 1993 - March 2000
The Vanguard Group May 1990 - April 1993
Skills
Relationship Management, Project Management, Financial Services, Public Speaking, Strategic Planning, Vendor Management, Leadership, Coaching, Team Building, Workshop Facilitation, Leadership Development, Team Leadership, Sales, Marketing, Event Planning, Investments, Training, Change Management, Consulting, Management
Education
Kean University 1984 — 1986
Business Administration
Saint Peter's University 1983 — 1984
Business Administration
John Halsrud John Halsrud's Transamerica Retirement Solutions Experience April 2013 - Present
Job Project Associate at Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions April 2013 - Present
Transamerica November 2011 - April 2013
Rockwell Collins January 2011 - October 2011
GEICO 2003 - 2010
Skills
Database Design, Database Administration, Access Database, Managing Database, VB.NET, VBA, FINRA, Series 6
Education
Mount Mercy College 2013 — 2014
Bachelor of Arts, Management Information Systems, General
Kirkwood Community College
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
Transamerica Retirement Solutions April 2013 - Present
Transamerica November 2011 - April 2013
Rockwell Collins January 2011 - October 2011
GEICO 2003 - 2010
Skills
Database Design, Database Administration, Access Database, Managing Database, VB.NET, VBA, FINRA, Series 6
Education
Mount Mercy College 2013 — 2014
Bachelor of Arts, Management Information Systems, General
Kirkwood Community College
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
Mary Jo Baumann Mary Jo Baumann's Transamerica Retirement Solutions Experience 2001 - February 2014
Job Vice President at Wells Fargo
Industry Financial Services
Experience
Wells Fargo June 2014 - Present
Transamerica Retirement Solutions 2001 - February 2014
John Hancock Financial Services 2000 - 2001
Interstate/Johnson Lane 1996 - 2000
Bank of America / Nations Bank 1995 - 1996
Erie Insurance Group 1989 - 1994
EF Hutton 1984 - 1989
Skills
Defined Benefit, Retirement Plan..., 401k, Defined Contribution, ERISA, Retirement, Series 63, Series 7, Pensions, Mutual Funds, Series 6, Investment Advisory, Profit Sharing, ETFs, Retirement Planning, Investment Strategies, Qualified Retirement..., Strategic Planning for..., Financial Services, Investments, Securities, Relationship Management
Education
Pennsylvania State University-Erie Campus
Business Administration
Villa Maria Academy
Wells Fargo June 2014 - Present
Transamerica Retirement Solutions 2001 - February 2014
John Hancock Financial Services 2000 - 2001
Interstate/Johnson Lane 1996 - 2000
Bank of America / Nations Bank 1995 - 1996
Erie Insurance Group 1989 - 1994
EF Hutton 1984 - 1989
Skills
Defined Benefit, Retirement Plan..., 401k, Defined Contribution, ERISA, Retirement, Series 63, Series 7, Pensions, Mutual Funds, Series 6, Investment Advisory, Profit Sharing, ETFs, Retirement Planning, Investment Strategies, Qualified Retirement..., Strategic Planning for..., Financial Services, Investments, Securities, Relationship Management
Education
Pennsylvania State University-Erie Campus
Business Administration
Villa Maria Academy
Dave Riegelman Dave Riegelman's Transamerica Retirement Solutions Experience November 2008 - Present
Job Retirement Planning Consultant at Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions November 2008 - Present
Wells Fargo Institutional Trust Services-Retirement Plan Solutions March 2008 - October 2008
Wells Fargo Institutional Trust Services-Retirement Plan Solutions March 2007 - October 2008
Milliman November 1999 - March 2007
Skills
401k, Retirement Plan..., Strategic Financial..., Defined Benefit, Employee Benefits, Defined Contribution, Retirement, Retirement Planning, Pensions, ERISA, Qualified Retirement..., Health Insurance, Series 63, Mutual Funds, Profit Sharing, Series 6, Financial Analysis, Financial Services, Investments, Customer Retention, Investment Advisory, Certified Employee...
Education
Saint Mary's University 1998 — 2001
Bachelor's Degree, Business and Human Resources Management
Medical Institute of Minnesota 1993 — 1995
Associate's Degree, Clinical/Medical Laboratory Technician
Inver Hills Community College 1989 — 1991
Associate's Degree, Business Administration and Management, General
Transamerica Retirement Solutions November 2008 - Present
Wells Fargo Institutional Trust Services-Retirement Plan Solutions March 2008 - October 2008
Wells Fargo Institutional Trust Services-Retirement Plan Solutions March 2007 - October 2008
Milliman November 1999 - March 2007
Skills
401k, Retirement Plan..., Strategic Financial..., Defined Benefit, Employee Benefits, Defined Contribution, Retirement, Retirement Planning, Pensions, ERISA, Qualified Retirement..., Health Insurance, Series 63, Mutual Funds, Profit Sharing, Series 6, Financial Analysis, Financial Services, Investments, Customer Retention, Investment Advisory, Certified Employee...
Education
Saint Mary's University 1998 — 2001
Bachelor's Degree, Business and Human Resources Management
Medical Institute of Minnesota 1993 — 1995
Associate's Degree, Clinical/Medical Laboratory Technician
Inver Hills Community College 1989 — 1991
Associate's Degree, Business Administration and Management, General
Amy Heathman Amy Heathman's Transamerica Retirement Solutions Experience June 2015 - Present
Job .
Industry Human Resources
Experience
Transamerica Retirement Solutions June 2015 - Present
OPN Architects February 2011 - June 2015
Yellowbook September 2008 - February 2011
Yellowbook May 2007 - September 2008
Skills
InDesign, PowerPoint, Adobe Creative Suite, Editing, Proofreading, Research, Advertising, Data Entry, Policy, Government, Microsoft Office, Outlook, Social Media, Microsoft Word, Illustrator, Microsoft Excel, Graphic Design, Adobe Acrobat, Customer Service, Facebook, Social Networking
Education
Mount Mercy University 2010 — 2013
Bachelor of Science (B.S.) & Human Resource Management (B.B.S.), Business Administration/Human Resource Management
Kirkwood Community College 2004 — 2009
Associate of Arts (A.A.), Business Administration
Transamerica Retirement Solutions June 2015 - Present
OPN Architects February 2011 - June 2015
Yellowbook September 2008 - February 2011
Yellowbook May 2007 - September 2008
Skills
InDesign, PowerPoint, Adobe Creative Suite, Editing, Proofreading, Research, Advertising, Data Entry, Policy, Government, Microsoft Office, Outlook, Social Media, Microsoft Word, Illustrator, Microsoft Excel, Graphic Design, Adobe Acrobat, Customer Service, Facebook, Social Networking
Education
Mount Mercy University 2010 — 2013
Bachelor of Science (B.S.) & Human Resource Management (B.B.S.), Business Administration/Human Resource Management
Kirkwood Community College 2004 — 2009
Associate of Arts (A.A.), Business Administration
Michele M Brown's Transamerica Retirement Solutions Experience April 2008 - November 2013
Job Internal Sales Director at Transamerica Life & Protection
Industry Insurance
Experience
Transamerica December 2013 - Present
Transamerica Retirement Solutions April 2008 - November 2013
Min Pin Rescue 2001 - 2012
Diversified Investment Advisors (AEGON) December 2002 - April 2008
First Iowa Insurance 2001 - 2002
AEGON USA, Inc May 2000 - July 2001
Western Reserve Life (AEGON) October 1998 - April 2000
State Farm Insurance April 1995 - October 1998
Skills
401k, Series 6, Retirement Plan..., Retirement, Series 63, Pensions, Insurance, Employee Benefits, Fixed Annuities, Asset Allocation, Retirement Planning, Sales, Mutual Funds, Defined Benefit, Defined Contribution, Series 7, Investments, Life Insurance, Financial Services, Financial Advisory, ERISA
Education
Kirkwood Community College 1993 — 1995
Business Administration
Bedford
Transamerica December 2013 - Present
Transamerica Retirement Solutions April 2008 - November 2013
Min Pin Rescue 2001 - 2012
Diversified Investment Advisors (AEGON) December 2002 - April 2008
First Iowa Insurance 2001 - 2002
AEGON USA, Inc May 2000 - July 2001
Western Reserve Life (AEGON) October 1998 - April 2000
State Farm Insurance April 1995 - October 1998
Skills
401k, Series 6, Retirement Plan..., Retirement, Series 63, Pensions, Insurance, Employee Benefits, Fixed Annuities, Asset Allocation, Retirement Planning, Sales, Mutual Funds, Defined Benefit, Defined Contribution, Series 7, Investments, Life Insurance, Financial Services, Financial Advisory, ERISA
Education
Kirkwood Community College 1993 — 1995
Business Administration
Bedford
Charlie Bocknik Charlie Bocknik's Transamerica Retirement Solutions Experience March 2010 - February 2015
Job Lead Data Analyst at Transamerica
Industry Financial Services
Experience
Transamerica March 2015 - Present
Transamerica Retirement Solutions March 2010 - February 2015
Diversified Investment Advisors November 1988 - March 2010
Skills
Project Management, Requirements Analysis, IT Strategy, SQL DB2, SQL Tuning, SPL, PL/SQL, Java, Visual Basic, C++, COBOL, Assembly Language, Business Intelligence, MS Reporting Services, Data Analysis, Pensions, Investments, Financial Services, Mutual Funds
Education
Iona College 1984 — 1987
Bachelor's Degree, Computer Science, 3.90
Paul Smith's College 1977 — 1979
Associate of Arts and Sciences (AAS), Ecology and Environmental Technology, 3.5
Transamerica March 2015 - Present
Transamerica Retirement Solutions March 2010 - February 2015
Diversified Investment Advisors November 1988 - March 2010
Skills
Project Management, Requirements Analysis, IT Strategy, SQL DB2, SQL Tuning, SPL, PL/SQL, Java, Visual Basic, C++, COBOL, Assembly Language, Business Intelligence, MS Reporting Services, Data Analysis, Pensions, Investments, Financial Services, Mutual Funds
Education
Iona College 1984 — 1987
Bachelor's Degree, Computer Science, 3.90
Paul Smith's College 1977 — 1979
Associate of Arts and Sciences (AAS), Ecology and Environmental Technology, 3.5
Brian Forbes's Transamerica Retirement Solutions Experience January 2014 - Present
Job Assistant Director, Thought Leadership and Strategy at Transamerica
Industry Financial Services
Experience
Transamerica August 2015 - Present
Transamerica Retirement Solutions January 2014 - Present
Transamerica May 2010 - January 2014
The Denver Post, freelance writer, author 2000 - May 2010
Skills
Marketing, Management, Social Media, Email Marketing, Social Media Marketing, Marketing Strategy, Public Relations, Leadership, Marketing Communications, Investments, Advertising, Copy Editing, Copywriting, Corporate Communications, CRM, Customer Service, Direct Marketing, Financial Services, Insurance, Internal Communications, Media Relations, Online Marketing, Web Content, Sales, Press Releases
Education
Metropolitan State University of Denver 1996 — 1999
Bachelor's Degree, Journalism
Transamerica August 2015 - Present
Transamerica Retirement Solutions January 2014 - Present
Transamerica May 2010 - January 2014
The Denver Post, freelance writer, author 2000 - May 2010
Skills
Marketing, Management, Social Media, Email Marketing, Social Media Marketing, Marketing Strategy, Public Relations, Leadership, Marketing Communications, Investments, Advertising, Copy Editing, Copywriting, Corporate Communications, CRM, Customer Service, Direct Marketing, Financial Services, Insurance, Internal Communications, Media Relations, Online Marketing, Web Content, Sales, Press Releases
Education
Metropolitan State University of Denver 1996 — 1999
Bachelor's Degree, Journalism
Amy Ungles, CRPS, CMFC's Transamerica Retirement Solutions Experience February 2015 - Present
Job Internal Sales Consultant Emerging Markets at Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions February 2015 - Present
EMPOWER Retirement April 2011 - February 2015
Great-West Retirement Services September 2009 - April 2011
Smallwood Financial September 2005 - September 2009
Skills
Chartered Retirement..., Chartered Mutual Fund..., Retirement Plan..., 401k, Defined Benefit, Retirement, Defined Contribution, Series 6, Series 63, Mutual Funds, Financial Services, Relationship Management, 401k Rollovers, Life, Pensions, ERISA
Education
Iowa State University 1985 — 1988
BA, Jounalism
Transamerica Retirement Solutions February 2015 - Present
EMPOWER Retirement April 2011 - February 2015
Great-West Retirement Services September 2009 - April 2011
Smallwood Financial September 2005 - September 2009
Skills
Chartered Retirement..., Chartered Mutual Fund..., Retirement Plan..., 401k, Defined Benefit, Retirement, Defined Contribution, Series 6, Series 63, Mutual Funds, Financial Services, Relationship Management, 401k Rollovers, Life, Pensions, ERISA
Education
Iowa State University 1985 — 1988
BA, Jounalism
Candy Eiler Candy Eiler's Transamerica Retirement Solutions Experience March 2013 - Present
Job Retirement Planning Consultant
Industry Financial Services
Experience
Transamerica Retirement Solutions March 2013 - Present
MCM July 2012 - May 2013
John Hancock Life Insurance Company (U.S.A.) 2010 - 2012
Panagiotu Pension Advisors, Inc. October 2007 - January 2010
John Hancock Financial Services April 2001 - October 2007
Skills
Public Speaking, Marketing, Networking, Sales, Mentoring, Teaching, Corporate Communications, Building Relationships, 401k, Retirement Planning, Financial, Relationship Management, Finance, Management, Mutual Funds, Qualified Retirement..., Retirement, Small Business, Training
Education
Academy for Coach Training
CPC, Professional Coaching
Lewis-Clark State College
Bachelor of Science, Communication Arts
Transamerica Retirement Solutions March 2013 - Present
MCM July 2012 - May 2013
John Hancock Life Insurance Company (U.S.A.) 2010 - 2012
Panagiotu Pension Advisors, Inc. October 2007 - January 2010
John Hancock Financial Services April 2001 - October 2007
Skills
Public Speaking, Marketing, Networking, Sales, Mentoring, Teaching, Corporate Communications, Building Relationships, 401k, Retirement Planning, Financial, Relationship Management, Finance, Management, Mutual Funds, Qualified Retirement..., Retirement, Small Business, Training
Education
Academy for Coach Training
CPC, Professional Coaching
Lewis-Clark State College
Bachelor of Science, Communication Arts
Colleen Morse Colleen Morse's Transamerica Retirement Solutions Experience July 2007 - September 2013
Job KKR
Industry Financial Services
Experience
KKR August 2014 - Present
Egon Zehnder February 2014 - July 2014
WorldQuant LLC September 2013 - January 2014
Transamerica Retirement Solutions July 2007 - September 2013
Diversified July 2007 - November 2010
Skills
Human Resources, Management, Mutual Funds, Outlook, Microsoft Excel, PowerPoint, Administrative..., Pensions, Series 6, Retirement, Recruiting, Onboarding, iCIMS, New Hire Orientations
Education
Iona College 2011 — 2013
Masters of Business Administration, Human Resources & Marketing
SUNY Cortland 2003 — 2007
BA, Communications, Public Relations & Advertising
KKR August 2014 - Present
Egon Zehnder February 2014 - July 2014
WorldQuant LLC September 2013 - January 2014
Transamerica Retirement Solutions July 2007 - September 2013
Diversified July 2007 - November 2010
Skills
Human Resources, Management, Mutual Funds, Outlook, Microsoft Excel, PowerPoint, Administrative..., Pensions, Series 6, Retirement, Recruiting, Onboarding, iCIMS, New Hire Orientations
Education
Iona College 2011 — 2013
Masters of Business Administration, Human Resources & Marketing
SUNY Cortland 2003 — 2007
BA, Communications, Public Relations & Advertising
Gregory Bargiel Gregory Bargiel's Transamerica Retirement Solutions Experience January 2014 - July 2014
Job Controller's Group at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch December 2014 - July 2015
Transamerica Retirement Solutions January 2014 - July 2014
Surf City Hotel June 2012 - September 2013
Borough of Ship Bottom June 2012 - July 2012
Monster Mini Golf August 2011 - February 2012
Skills
Customer Service, Microsoft Office, Facebook, Microsoft Word, PowerPoint, Social Networking, Social Media, Microsoft Excel, Photoshop, Restaurants, Food, Social Media Marketing
Education
Northeastern University 2012 — 2017
Kovats 2013 — 2013
Real Estate License, Real Estate
Bergen Catholic 2008 — 2012
High School Degree
Bank of America Merrill Lynch December 2014 - July 2015
Transamerica Retirement Solutions January 2014 - July 2014
Surf City Hotel June 2012 - September 2013
Borough of Ship Bottom June 2012 - July 2012
Monster Mini Golf August 2011 - February 2012
Skills
Customer Service, Microsoft Office, Facebook, Microsoft Word, PowerPoint, Social Networking, Social Media, Microsoft Excel, Photoshop, Restaurants, Food, Social Media Marketing
Education
Northeastern University 2012 — 2017
Kovats 2013 — 2013
Real Estate License, Real Estate
Bergen Catholic 2008 — 2012
High School Degree
Peter Penn Peter Penn's Transamerica Retirement Solutions Experience May 1994 - September 2000
Job Account Support Manager (Contract)
Industry Financial Services
Experience
Hamilton Cavanaugh Inc March 2014 - Present
Transamerica Retirement Solutions Corporation September 2000 - August 2013
Transamerica Retirement Solutions May 1994 - September 2000
Sprint Corporation February 1990 - May 1994
Skills
Compliance Testing, Pension Plans, Customer Service, Communication, Time Management, Pensions, Employee Benefits, Pension Funds, Profit Sharing, Retirement Planning
Education
Iona College
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
Hamilton Cavanaugh Inc March 2014 - Present
Transamerica Retirement Solutions Corporation September 2000 - August 2013
Transamerica Retirement Solutions May 1994 - September 2000
Sprint Corporation February 1990 - May 1994
Skills
Compliance Testing, Pension Plans, Customer Service, Communication, Time Management, Pensions, Employee Benefits, Pension Funds, Profit Sharing, Retirement Planning
Education
Iona College
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
Matthew Petersen, ARPC's Transamerica Retirement Solutions Experience September 2013 - Present
Job Regional Vice President at Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions September 2013 - Present
Transamerica Retirement Services January 2011 - September 2013
Transamerica September 2007 - February 2011
Stanton Group January 2006 - August 2007
Skills
Public Speaking, Leadership, Management, Sales, Marketing, Business Planning, Retirement Planning, Mutual Funds, Employee Benefits, Budgets, Retirement, Business Strategy, Financial Services, Direct Sales, Financial Advisory, Finance
Education
Lake Forest College 2001 — 2005
Economics
Transamerica Retirement Solutions September 2013 - Present
Transamerica Retirement Services January 2011 - September 2013
Transamerica September 2007 - February 2011
Stanton Group January 2006 - August 2007
Skills
Public Speaking, Leadership, Management, Sales, Marketing, Business Planning, Retirement Planning, Mutual Funds, Employee Benefits, Budgets, Retirement, Business Strategy, Financial Services, Direct Sales, Financial Advisory, Finance
Education
Lake Forest College 2001 — 2005
Economics
Andrea Ard Andrea Ard's Transamerica Retirement Solutions Experience 2014 - Present
Job Internal Sales Consultant at Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions 2014 - Present
Principal Financial Group January 2012 - 2014
Wells Fargo 2010 - 2011
Sherwin Williams 2005 - 2010
Skills
Strategic Financial..., Investments, Mutual Funds, Retirement Planning, 401k, Portfolio Management, Financial Analysis, Asset Allocation, Life Insurance, Disability Insurance, Tax Reduction Strategies, Wealth Transfer Planning, Wealth Management, Wealth Accumulation, Group Benefits, Banking, Loans, Retirement, Fixed Annuities, Management, Insurance
Education
Kirkwood Community College
Associate of Arts (A.A.), Business Administration, Human Resources
University of Iowa
Bachelor of Business Administration (B.B.A.), Management and Organizations
Transamerica Retirement Solutions 2014 - Present
Principal Financial Group January 2012 - 2014
Wells Fargo 2010 - 2011
Sherwin Williams 2005 - 2010
Skills
Strategic Financial..., Investments, Mutual Funds, Retirement Planning, 401k, Portfolio Management, Financial Analysis, Asset Allocation, Life Insurance, Disability Insurance, Tax Reduction Strategies, Wealth Transfer Planning, Wealth Management, Wealth Accumulation, Group Benefits, Banking, Loans, Retirement, Fixed Annuities, Management, Insurance
Education
Kirkwood Community College
Associate of Arts (A.A.), Business Administration, Human Resources
University of Iowa
Bachelor of Business Administration (B.B.A.), Management and Organizations
Guy Suchy Guy Suchy's Transamerica Retirement Solutions Experience February 1998 - Present
Job Vice President, Investment Services at Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions February 1998 - Present
Transamerica Retirement Solutions February 1998 - Present
Skills
Series 7, Series 63, Mutual Funds, Retirement Planning, Asset Management, Retirement, 401k, Financial Services, Asset Allocation, Fixed Annuities
Education
Long Island University-Westchester Campus 1997 — 1999
Master of Business Administration (M.B.A.), Finance
Transamerica Retirement Solutions February 1998 - Present
Transamerica Retirement Solutions February 1998 - Present
Skills
Series 7, Series 63, Mutual Funds, Retirement Planning, Asset Management, Retirement, 401k, Financial Services, Asset Allocation, Fixed Annuities
Education
Long Island University-Westchester Campus 1997 — 1999
Master of Business Administration (M.B.A.), Finance
Alan Diehl's Transamerica Retirement Solutions Experience January 2012 - Present
Job Project Manager at Transamerica
Industry Financial Services
Experience
Transamerica Retirement Solutions January 2012 - Present
Transamerica May 2008 - Present
Skills
401k, Defined Benefit, Pensions, Retirement, Series 6, Retirement Planning, Retirement Plan..., Mutual Funds, Defined Contribution, Financial Services
Education
Mount Mercy University 2013 — 2015
Bachelors in Business and Finance, Business and Finance
Mt. Mercy University 2013 — 2014
Transamerica Retirement Solutions January 2012 - Present
Transamerica May 2008 - Present
Skills
401k, Defined Benefit, Pensions, Retirement, Series 6, Retirement Planning, Retirement Plan..., Mutual Funds, Defined Contribution, Financial Services
Education
Mount Mercy University 2013 — 2015
Bachelors in Business and Finance, Business and Finance
Mt. Mercy University 2013 — 2014
Richard Leon, MBA's Transamerica Retirement Solutions Experience May 2011 - March 2013
Job Senior Analyst at Citi
Industry Financial Services
Experience
Citi August 2014 - Present
American Express March 2013 - June 2014
Transamerica Retirement Solutions May 2011 - March 2013
Transamerica Retirement Solutions August 2010 - April 2011
Transamerica Retirement Solutions March 2007 - July 2010
Office of US Senator Hillary Clinton August 2006 - December 2006
Skills
Mutual Funds, Access, Bloomberg, ERISA, Microsoft Office, Outlook, PowerPoint, Microsoft Excel, Crystal Reports, SQL, Oracle Financials, Retirement Services, Funding, Excel, Sarbanes–Oxley, Retirement, Investments, Accounting, Finance, Sarbanes-Oxley Act
Education
Iona College 2009 — 2011
Master Business Administration, Finance
University at Albany, State University of New York
Bachelors of Arts, Political Science
Schreiber High School 1997 — 2001
Citi August 2014 - Present
American Express March 2013 - June 2014
Transamerica Retirement Solutions May 2011 - March 2013
Transamerica Retirement Solutions August 2010 - April 2011
Transamerica Retirement Solutions March 2007 - July 2010
Office of US Senator Hillary Clinton August 2006 - December 2006
Skills
Mutual Funds, Access, Bloomberg, ERISA, Microsoft Office, Outlook, PowerPoint, Microsoft Excel, Crystal Reports, SQL, Oracle Financials, Retirement Services, Funding, Excel, Sarbanes–Oxley, Retirement, Investments, Accounting, Finance, Sarbanes-Oxley Act
Education
Iona College 2009 — 2011
Master Business Administration, Finance
University at Albany, State University of New York
Bachelors of Arts, Political Science
Schreiber High School 1997 — 2001
Judd Clarke Judd Clarke's Transamerica Retirement Solutions Experience April 2012 - June 2014
Job IT Infrastructure Engineer at Q88 LLC
Industry Maritime
Experience
Q88 LLC October 2014 - Present
Nationwide Insurance June 2014 - September 2014
Transamerica Retirement Solutions April 2012 - June 2014
SIX Financial Information January 2012 - March 2012
Raymond James Financial Inc. November 2011 - December 2011
UBS Investment Bank July 2009 - November 2011
SAP October 2008 - July 2009
UBS Investment Bank November 1997 - September 2008
Perot Systems Government Services 1997 - 2006
Skills
SCCM, SharePoint, IIS, Windows 7, VMware, Management, IT Management, Networking, Infrastructure, ITIL, Servers, Disaster Recovery, Data Center, Virtualization, Analysis, XP, Information Technology, IT Operations, IT Service Management, Active Directory, Enterprise Architecture, Microsoft Exchange, Microsoft SQL Server, System Deployment, Security, Citrix, VMware ESX, Project Planning, VBScript, Microsoft Technologies, Windows Server, Vendor Management, Technical Support
Education
Norwalk Community College 2008 — 2010
Associates, Engineering/General
Q88 LLC October 2014 - Present
Nationwide Insurance June 2014 - September 2014
Transamerica Retirement Solutions April 2012 - June 2014
SIX Financial Information January 2012 - March 2012
Raymond James Financial Inc. November 2011 - December 2011
UBS Investment Bank July 2009 - November 2011
SAP October 2008 - July 2009
UBS Investment Bank November 1997 - September 2008
Perot Systems Government Services 1997 - 2006
Skills
SCCM, SharePoint, IIS, Windows 7, VMware, Management, IT Management, Networking, Infrastructure, ITIL, Servers, Disaster Recovery, Data Center, Virtualization, Analysis, XP, Information Technology, IT Operations, IT Service Management, Active Directory, Enterprise Architecture, Microsoft Exchange, Microsoft SQL Server, System Deployment, Security, Citrix, VMware ESX, Project Planning, VBScript, Microsoft Technologies, Windows Server, Vendor Management, Technical Support
Education
Norwalk Community College 2008 — 2010
Associates, Engineering/General
Cassidy Carlson Cassidy Carlson's Transamerica Retirement Solutions Experience July 2010 - Present
Job Senior Data Analyst at Transamerica
Industry Financial Services
Experience
Transamerica Retirement Solutions July 2010 - Present
ARAMARK April 2007 - October 2011
Northeastern University School of Public Policy and Urban Affairs July 2009 - December 2009
John Hancock Financial Services July 2008 - December 2008
Skills
SPSS, Microsoft Excel, PowerPoint, Access, Stata, SQL, HTML, Research, Outlook, Microsoft Word, Microsoft Office, Data Analysis, Leadership, Financial Analysis, Analysis, Sales, Process Improvement, Teaching, Market Research, Business Analysis
Education
Northeastern University 2006 — 2011
Bachelor of Science, Economics
Transamerica Retirement Solutions July 2010 - Present
ARAMARK April 2007 - October 2011
Northeastern University School of Public Policy and Urban Affairs July 2009 - December 2009
John Hancock Financial Services July 2008 - December 2008
Skills
SPSS, Microsoft Excel, PowerPoint, Access, Stata, SQL, HTML, Research, Outlook, Microsoft Word, Microsoft Office, Data Analysis, Leadership, Financial Analysis, Analysis, Sales, Process Improvement, Teaching, Market Research, Business Analysis
Education
Northeastern University 2006 — 2011
Bachelor of Science, Economics
Christopher G. Thomas Christopher G. Thomas's Transamerica Retirement Solutions Experience June 2013 - 2014
Job Sr. Art Director Multi Media at Colangelo Synergy Marketing
Industry Media Production
Experience
Colangelo Synergy Marketing July 2014 - Present
SixThirteen Communications. (2009 - Present) November 2009 - Present
Transamerica Retirement Solutions June 2013 - 2014
IBM Corporation January 2005 - February 2009
IBM Global Services September 1998 - December 2005
IBM Global Services January 1995 - January 1998
Skills
Strategic Communications, Internal Communications, Social Networking, Strategy, Leadership, Program Management, Management, Start-ups, Graphic Design, Corporate Branding, New Media, Social Media Marketing, Integrated Marketing, Digital Marketing, Social Media
Education
Landmark Education 2009 — 2009
Forum / Seminar Programs
New York Institute of Technology 1990 — 1993
Bachelor of Science, Advertising
Virginia State University 1988 — 1990
Commercial Design
The College of Westchester
Certification Program, Digital Media Development
Colangelo Synergy Marketing July 2014 - Present
SixThirteen Communications. (2009 - Present) November 2009 - Present
Transamerica Retirement Solutions June 2013 - 2014
IBM Corporation January 2005 - February 2009
IBM Global Services September 1998 - December 2005
IBM Global Services January 1995 - January 1998
Skills
Strategic Communications, Internal Communications, Social Networking, Strategy, Leadership, Program Management, Management, Start-ups, Graphic Design, Corporate Branding, New Media, Social Media Marketing, Integrated Marketing, Digital Marketing, Social Media
Education
Landmark Education 2009 — 2009
Forum / Seminar Programs
New York Institute of Technology 1990 — 1993
Bachelor of Science, Advertising
Virginia State University 1988 — 1990
Commercial Design
The College of Westchester
Certification Program, Digital Media Development
Blake Helms's Transamerica Retirement Solutions Experience May 2014 - August 2014
Job Registered Representative at Transamerica Financial Advisors
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc. July 2015 - Present
Transamerica Agency Network, Inc. January 2015 - June 2015
Transamerica Retirement Solutions May 2014 - August 2014
Skills
Financial Services, Financial Planning, Insurance
Education
University of Iowa 2014 — 2015
Bachelor’s Degree, Economics
Kirkwood Community College 2011 — 2013
Associate of Arts (A.A.)
Transamerica Financial Advisors, Inc. July 2015 - Present
Transamerica Agency Network, Inc. January 2015 - June 2015
Transamerica Retirement Solutions May 2014 - August 2014
Skills
Financial Services, Financial Planning, Insurance
Education
University of Iowa 2014 — 2015
Bachelor’s Degree, Economics
Kirkwood Community College 2011 — 2013
Associate of Arts (A.A.)
Jill Carney Jill Carney's Transamerica Retirement Solutions Experience December 2014 - Present
Job Director, Marketing and Communications at Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions December 2014 - Present
New York Life Retirement Plan Services February 1999 - December 2014
New York Life Insurance Company 2001 - 2011
New York Life Insurance Company 2001 - 2011
Skills
Retirement Planning, Strategy, Insurance, New Business Development, Strategic Planning, 401k, Securities
Education
Penn State University 1988 — 1992
B.A., English
Transamerica Retirement Solutions December 2014 - Present
New York Life Retirement Plan Services February 1999 - December 2014
New York Life Insurance Company 2001 - 2011
New York Life Insurance Company 2001 - 2011
Skills
Retirement Planning, Strategy, Insurance, New Business Development, Strategic Planning, 401k, Securities
Education
Penn State University 1988 — 1992
B.A., English
Jim Samuelian Jim Samuelian's Transamerica Retirement Solutions Experience April 2015 - Present
Job Senior Application Developer, Transamerica
Industry Computer Software
Experience
Transamerica Retirement Solutions April 2015 - Present
iModules Software February 2013 - March 2015
Harris Connect September 2004 - February 2013
SMARTS (now EMC SMARTS) January 2004 - August 2004
Ogilvy & Mather February 2001 - November 2003
Prodigy Communications June 1985 - February 2001
IBM September 1984 - January 1985
New York Power Authority June 1984 - August 1984
Skills
Software Development, Web Applications, JavaScript, Perl, SQL, HTML, Apache, Unix, Integration, Java, Web Services, JSP, System Architecture, jQuery, E-commerce, XML, jQuery Mobile, Sybase, Oracle, Mobile Applications, C++, C, Linux, SOAP, AJAX, Unix Shell Scripting, Solaris, iPlanet, Socket Programming, Oracle SQL, TPF, Agile Methodologies, SOA, AIX, DB2, Assembly Language, ASP.NET, Microsoft SQL Server, C#, Websphere, Apex Programming
Education
Marist College
Bachelor of Science, Computer Science
Valley Stream South
High School
Transamerica Retirement Solutions April 2015 - Present
iModules Software February 2013 - March 2015
Harris Connect September 2004 - February 2013
SMARTS (now EMC SMARTS) January 2004 - August 2004
Ogilvy & Mather February 2001 - November 2003
Prodigy Communications June 1985 - February 2001
IBM September 1984 - January 1985
New York Power Authority June 1984 - August 1984
Skills
Software Development, Web Applications, JavaScript, Perl, SQL, HTML, Apache, Unix, Integration, Java, Web Services, JSP, System Architecture, jQuery, E-commerce, XML, jQuery Mobile, Sybase, Oracle, Mobile Applications, C++, C, Linux, SOAP, AJAX, Unix Shell Scripting, Solaris, iPlanet, Socket Programming, Oracle SQL, TPF, Agile Methodologies, SOA, AIX, DB2, Assembly Language, ASP.NET, Microsoft SQL Server, C#, Websphere, Apex Programming
Education
Marist College
Bachelor of Science, Computer Science
Valley Stream South
High School
Dan Roger Dan Roger's Transamerica Retirement Solutions Experience March 2008 - Present
Job Regional Vice President at Transamerica Retirement Services
Industry Financial Services
Experience
Transamerica Retirement Solutions March 2008 - Present
The Hartford Financial Services Group March 2004 - March 2008
Skills
Series 6, Mutual Funds, Series 63, Retirement, 401k
Education
Illinois State University 1977 — 1979
B.S. in Accounting, Accounting, Finance
Illinois Wesleyan University 1975 — 1977
Business
Transamerica Retirement Solutions March 2008 - Present
The Hartford Financial Services Group March 2004 - March 2008
Skills
Series 6, Mutual Funds, Series 63, Retirement, 401k
Education
Illinois State University 1977 — 1979
B.S. in Accounting, Accounting, Finance
Illinois Wesleyan University 1975 — 1977
Business
Richard Rhymaun Richard Rhymaun's Transamerica Retirement Solutions Experience November 2014 - Present
Job Vice President Internal Sales at Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions November 2014 - Present
Transamerica Retirement Solutions April 2011 - Present
John Hancock Life Insurance Company (U.S.A.) June 2010 - April 2011
Great-West Financial August 2008 - July 2010
Morgan Stanley November 2006 - July 2008
Morgan Stanley May 2005 - November 2006
Diversified Investment Advisors April 2003 - May 2005
Diversified Investment Advisors June 2000 - April 2003
Con Edison Solutions September 1998 - June 2000
Skills
401k, Retirement, Pensions, IRA's, Series 63, IRAs, Asset Managment, Retirement Planning, ERISA, Asset Allocation, Financial Services, Mutual Funds, Defined Contribution, Asset Management, Defined Benefit, Financial Advisory, Fixed Annuities, Insurance, Investments, Qualified Retirement..., Relationship Management, Series 6
Education
Loyola University New Orleans 1995 — 1997
Mercy College
BS, Organizational Management
Transamerica Retirement Solutions November 2014 - Present
Transamerica Retirement Solutions April 2011 - Present
John Hancock Life Insurance Company (U.S.A.) June 2010 - April 2011
Great-West Financial August 2008 - July 2010
Morgan Stanley November 2006 - July 2008
Morgan Stanley May 2005 - November 2006
Diversified Investment Advisors April 2003 - May 2005
Diversified Investment Advisors June 2000 - April 2003
Con Edison Solutions September 1998 - June 2000
Skills
401k, Retirement, Pensions, IRA's, Series 63, IRAs, Asset Managment, Retirement Planning, ERISA, Asset Allocation, Financial Services, Mutual Funds, Defined Contribution, Asset Management, Defined Benefit, Financial Advisory, Fixed Annuities, Insurance, Investments, Qualified Retirement..., Relationship Management, Series 6
Education
Loyola University New Orleans 1995 — 1997
Mercy College
BS, Organizational Management
Victoria Lee's Transamerica Retirement Solutions Experience 2008 - February 2010
Job User Experience Design and Strategy
Industry Financial Services
Experience
Citi May 2015 - Present
Verisk Analytics March 2014 - July 2014
UBS Wealth Management 2012 - 2014
Accenture 2010 - 2012
Merrill Lynch May 2010 - September 2010
Transamerica Retirement Solutions 2008 - February 2010
SmartPros Ltd. 2004 - 2008
Hyphen 2003 - 2004
E2 Productions 2000 - 2003
Skills
Human Factors, Information Architecture, Persona, User Scenarios, User Experience, Interaction Design, Testing, Usability Testing, User-centered Design, Software Development..., User Interface, Usability, User Interface Design, User Experience Design, Axure, Wireframes, User Research, Wire Framing, SDLC
Education
Parsons School of Design
MFA, Communications Design
Citi May 2015 - Present
Verisk Analytics March 2014 - July 2014
UBS Wealth Management 2012 - 2014
Accenture 2010 - 2012
Merrill Lynch May 2010 - September 2010
Transamerica Retirement Solutions 2008 - February 2010
SmartPros Ltd. 2004 - 2008
Hyphen 2003 - 2004
E2 Productions 2000 - 2003
Skills
Human Factors, Information Architecture, Persona, User Scenarios, User Experience, Interaction Design, Testing, Usability Testing, User-centered Design, Software Development..., User Interface, Usability, User Interface Design, User Experience Design, Axure, Wireframes, User Research, Wire Framing, SDLC
Education
Parsons School of Design
MFA, Communications Design
Chelsea Atiyeh CRPS Chelsea Atiyeh CRPS's Transamerica Retirement Solutions Experience August 2015 - Present
Job Regional Vice President at Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions August 2015 - Present
MassMutual Financial Group January 2013 - August 2015
John Hancock Life Insurance Company (U.S.A.) October 2009 - March 2012
Crown Capital Financial Planning Firm May 2009 - October 2009
Greater Novi Chamber of Commerce April 2008 - April 2009
Skills
Series 63, Retirement Planning, Retirement, Series 7, Series 6, Financial Services, Mutual Funds, Defined Benefit, 401k, Asset Allocation, Fixed Annuities, Financial Advisory, Sales
Education
Oakland University 2005 — 2009
Bachelor, Marketing
Novi High School 2001 — 2005
Transamerica Retirement Solutions August 2015 - Present
MassMutual Financial Group January 2013 - August 2015
John Hancock Life Insurance Company (U.S.A.) October 2009 - March 2012
Crown Capital Financial Planning Firm May 2009 - October 2009
Greater Novi Chamber of Commerce April 2008 - April 2009
Skills
Series 63, Retirement Planning, Retirement, Series 7, Series 6, Financial Services, Mutual Funds, Defined Benefit, 401k, Asset Allocation, Fixed Annuities, Financial Advisory, Sales
Education
Oakland University 2005 — 2009
Bachelor, Marketing
Novi High School 2001 — 2005
Yocasta Cicalese Yocasta Cicalese's Transamerica Retirement Solutions Experience 2007 - 2009
Job Account Manager at Cammack LaRhette Consulting
Industry Human Resources
Experience
Cammack LaRhette Consulting June 2009 - Present
Transamerica Retirement Solutions 2007 - 2009
Transamerica Retirement Solutions 2004 - 2007
Skills
Employee Benefits, Benefits Administration, Series 6, Health Insurance, Series 63, new york state life &..., bilingual in Spanish, Compliance Testing, Retirement Plan..., Asset Allocation, Investment Advisory, Defined Contribution, Pension Administration, Fixed Annuities, Mutual Funds, Retirement Planning, ERISA, 401k, 403 b, Fiduciary Services, pension, retirement, Deferred Compensation, Retirement, Pensions
Education
Marist College 1997 — 2001
Bachelor of Science, Business Administration
Cammack LaRhette Consulting June 2009 - Present
Transamerica Retirement Solutions 2007 - 2009
Transamerica Retirement Solutions 2004 - 2007
Skills
Employee Benefits, Benefits Administration, Series 6, Health Insurance, Series 63, new york state life &..., bilingual in Spanish, Compliance Testing, Retirement Plan..., Asset Allocation, Investment Advisory, Defined Contribution, Pension Administration, Fixed Annuities, Mutual Funds, Retirement Planning, ERISA, 401k, 403 b, Fiduciary Services, pension, retirement, Deferred Compensation, Retirement, Pensions
Education
Marist College 1997 — 2001
Bachelor of Science, Business Administration
Cathryn Fischer Cathryn Fischer's Transamerica Retirement Solutions Experience January 2012 - Present
Job Project Manager at Transamerica
Industry Financial Services
Experience
Transamerica September 2014 - Present
Transamerica Retirement Solutions January 2012 - Present
Transamerica Retirement Solutions January 2009 - January 2012
Transamerica Retirement Solutions May 2007 - January 2009
Education
University of Iowa - Henry B. Tippie College of Business 2013 — 2018
Iowa State University 2003 — 2006
Bachelor of Science (B.S.), Horticultural Science
Transamerica September 2014 - Present
Transamerica Retirement Solutions January 2012 - Present
Transamerica Retirement Solutions January 2009 - January 2012
Transamerica Retirement Solutions May 2007 - January 2009
Education
University of Iowa - Henry B. Tippie College of Business 2013 — 2018
Iowa State University 2003 — 2006
Bachelor of Science (B.S.), Horticultural Science
Doug Friend PT, DPT Doug Friend PT, DPT's Transamerica Retirement Solutions Experience August 2004 - November 2006
Job Doctor of Physical Therapy
Industry Health, Wellness and Fitness
Experience
Lattimore Physical Therapy May 2015 - Present
Pleasantville Physical Therapy and Sports Care November 2010 - June 2012
Morgan Stanley November 2006 - July 2009
Transamerica Retirement Solutions August 2004 - November 2006
Skills
Healthcare, Public Speaking, Microsoft Office, Fitness, CPR Certified, Rehabilitation, Sports, Wellness, Physical Therapy, Social Media, Orthopedics, Injury Prevention, Sports Medicine, Sports Injuries
Education
Nazareth College of Rochester 2012 — 2015
Doctor of Physical Therapy, Physical Therapy/Therapist
University at Buffalo 2000 — 2004
Bachelor's Degree, Film/Cinema/Video Studies
Lattimore Physical Therapy May 2015 - Present
Pleasantville Physical Therapy and Sports Care November 2010 - June 2012
Morgan Stanley November 2006 - July 2009
Transamerica Retirement Solutions August 2004 - November 2006
Skills
Healthcare, Public Speaking, Microsoft Office, Fitness, CPR Certified, Rehabilitation, Sports, Wellness, Physical Therapy, Social Media, Orthopedics, Injury Prevention, Sports Medicine, Sports Injuries
Education
Nazareth College of Rochester 2012 — 2015
Doctor of Physical Therapy, Physical Therapy/Therapist
University at Buffalo 2000 — 2004
Bachelor's Degree, Film/Cinema/Video Studies
Donna Martines Donna Martines's Transamerica Retirement Solutions Experience April 2015 - Present
Job PROJECT DIRECTOR/NEW BUSINESS DEVELOPMENT at DLM Graphic Design
Industry Design
Experience
Transamerica Retirement Solutions April 2015 - Present
DLM Graphic Design 2009 - July 2015
Synapse Group, Inc. / a Time Inc. company June 2007 - April 2015
Synapse Group, Inc. / a Time Inc. company November 2004 - July 2007
Skills
Graphic Design, Photography, Social Media, Direct Mail, Illustration, Art Direction, Direct Marketing, Corporate Communications, Marketing, Advertising, Integrated Marketing, Email Marketing, Brochures, Web Design, Brand Development, Adobe Creative Suite, Digital Marketing, Catalogs, Logo Design, InDesign, Creative Direction, Typography, QuarkXPress, Layout, Corporate Branding, Illustrator, Mac, Creative Strategy, Packaging, Concept Development, User Experience, Adobe Acrobat, Dreamweaver, User Interface Design, Multimedia, Magazines, Newsletters, Online Marketing
Education
The College of New Rochelle 2002 — 2004
Master's, Communications & Graphic Design
Manhattanville College 1990 — 1994
Bachelor's, Art History & Management
Academy of Saint Joseph 1986 — 1990
High School, High School
Transamerica Retirement Solutions April 2015 - Present
DLM Graphic Design 2009 - July 2015
Synapse Group, Inc. / a Time Inc. company June 2007 - April 2015
Synapse Group, Inc. / a Time Inc. company November 2004 - July 2007
Skills
Graphic Design, Photography, Social Media, Direct Mail, Illustration, Art Direction, Direct Marketing, Corporate Communications, Marketing, Advertising, Integrated Marketing, Email Marketing, Brochures, Web Design, Brand Development, Adobe Creative Suite, Digital Marketing, Catalogs, Logo Design, InDesign, Creative Direction, Typography, QuarkXPress, Layout, Corporate Branding, Illustrator, Mac, Creative Strategy, Packaging, Concept Development, User Experience, Adobe Acrobat, Dreamweaver, User Interface Design, Multimedia, Magazines, Newsletters, Online Marketing
Education
The College of New Rochelle 2002 — 2004
Master's, Communications & Graphic Design
Manhattanville College 1990 — 1994
Bachelor's, Art History & Management
Academy of Saint Joseph 1986 — 1990
High School, High School
Brian Liss Brian Liss's Transamerica Retirement Solutions Experience August 2011 - Present
Job Sales Consultant at Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions August 2011 - Present
Transamerica Retirement Solutions September 2005 - August 2011
Skills
401k, Mutual Funds, Series 63, Series 7, Investments, Asset Allocation, Series 6, Investment Advisory, Retirement Planning, Retirement, Defined Benefit, FINRA, Pensions, Retirement Plan..., Series 65
Education
University of Massachusetts at Amherst - Isenberg School of Management 1998 — 2002
BS, Finance
Transamerica Retirement Solutions August 2011 - Present
Transamerica Retirement Solutions September 2005 - August 2011
Skills
401k, Mutual Funds, Series 63, Series 7, Investments, Asset Allocation, Series 6, Investment Advisory, Retirement Planning, Retirement, Defined Benefit, FINRA, Pensions, Retirement Plan..., Series 65
Education
University of Massachusetts at Amherst - Isenberg School of Management 1998 — 2002
BS, Finance
Jon Rosenberg's Transamerica Retirement Solutions Experience November 2007 - October 2011
Job Director Client Experience Strategy at Prudential Financial
Industry Financial Services
Experience
Prudential Financial July 2014 - Present
Prudential Financial January 2013 - July 2014
Prudential Financial October 2011 - December 2012
Transamerica Retirement Solutions November 2007 - October 2011
Rutgers Business School 2009 - 2011
Transamerica Retirement Solutions August 2006 - December 2007
Transamerica Retirement Solutions September 2005 - August 2006
UBS March 2004 - August 2005
Self Employed November 1997 - March 2004
Skills
Customer Experience..., Strategy, CRM, Leadership, Project Management, Business Strategy, Retirement Planning, Mutual Funds, Analysis, Management, Marketing, Training, Business Development, Budgets, Mentoring, Qualified Retirement..., Process Improvement, Financial Services
Education
Rutgers, The State University of New Jersey-Newark 2009 — 2011
EMBA, Marketing
Rutgers College 1992 — 1997
B.A, Economics
Prudential Financial July 2014 - Present
Prudential Financial January 2013 - July 2014
Prudential Financial October 2011 - December 2012
Transamerica Retirement Solutions November 2007 - October 2011
Rutgers Business School 2009 - 2011
Transamerica Retirement Solutions August 2006 - December 2007
Transamerica Retirement Solutions September 2005 - August 2006
UBS March 2004 - August 2005
Self Employed November 1997 - March 2004
Skills
Customer Experience..., Strategy, CRM, Leadership, Project Management, Business Strategy, Retirement Planning, Mutual Funds, Analysis, Management, Marketing, Training, Business Development, Budgets, Mentoring, Qualified Retirement..., Process Improvement, Financial Services
Education
Rutgers, The State University of New Jersey-Newark 2009 — 2011
EMBA, Marketing
Rutgers College 1992 — 1997
B.A, Economics
Stacie Henry Stacie Henry's Transamerica Retirement Solutions Experience November 2010 - September 2013
Job Senior Relationship Manager at Prudential Financial
Industry Financial Services
Experience
Prudential Financial September 2013 - Present
Transamerica Retirement Solutions November 2010 - September 2013
Diversified Investment Advisors November 2006 - November 2010
Diversified Investment Advisors October 2002 - November 2006
Principal Financial Group September 1999 - 2002
Principal Financial Group August 1997 - September 1999
Principal Financial Group May 1996 - August 1997
Skills
Retirement Planning, 401k, Customer Service, Management, Defined Benefit, Retirement, Series 6, Retirement Plan..., ERISA, Defined Contribution, Relationship Management, Financial Services, Asset Allocation, Qualified Retirement..., Investments, Insurance, Securities, FINRA, Life, Business Relationship..., Retirement Savings
Education
Kirkwood Community College 2010 — 2010
Emergency Medical Technician - Basic, Emergency Care Attendant (EMT Ambulance), A
Upper Iowa University 1999 — 2001
BS, Human Resource Management
Prudential Financial September 2013 - Present
Transamerica Retirement Solutions November 2010 - September 2013
Diversified Investment Advisors November 2006 - November 2010
Diversified Investment Advisors October 2002 - November 2006
Principal Financial Group September 1999 - 2002
Principal Financial Group August 1997 - September 1999
Principal Financial Group May 1996 - August 1997
Skills
Retirement Planning, 401k, Customer Service, Management, Defined Benefit, Retirement, Series 6, Retirement Plan..., ERISA, Defined Contribution, Relationship Management, Financial Services, Asset Allocation, Qualified Retirement..., Investments, Insurance, Securities, FINRA, Life, Business Relationship..., Retirement Savings
Education
Kirkwood Community College 2010 — 2010
Emergency Medical Technician - Basic, Emergency Care Attendant (EMT Ambulance), A
Upper Iowa University 1999 — 2001
BS, Human Resource Management
Jerry Tate Jerry Tate's Transamerica Retirement Solutions Experience September 2010 - February 2014
Job Senior Market Analyst at Transamerica Investments & Retirement
Industry Financial Services
Experience
Transamerica Investments & Retirement February 2014 - Present
Transamerica Retirement Solutions September 2010 - February 2014
Molson Coors Brewing (UK) Ltd April 2009 - June 2010
ADP Retirement Services May 1998 - July 2007
The Winter Companies August 1995 - May 1998
Chrysler April 1990 - July 1995
Education
London Business School 2007 — 2009
MBA
University of Michigan 1985 — 1989
Bachelor of Arts (B.A.), Mass Communication/Media Studies
Transamerica Investments & Retirement February 2014 - Present
Transamerica Retirement Solutions September 2010 - February 2014
Molson Coors Brewing (UK) Ltd April 2009 - June 2010
ADP Retirement Services May 1998 - July 2007
The Winter Companies August 1995 - May 1998
Chrysler April 1990 - July 1995
Education
London Business School 2007 — 2009
MBA
University of Michigan 1985 — 1989
Bachelor of Arts (B.A.), Mass Communication/Media Studies
Frederick Schmitt's Transamerica Retirement Solutions Experience June 2011 - September 2015
Job Frederick Schmitt Communications, Owner
Industry Marketing and Advertising
Experience
Frederick Schmitt Communications 1995 - Present
Transamerica Retirement Solutions June 2011 - September 2015
Prudential Retirement May 2008 - April 2011
Prudential Retirement August 2005 - May 2008
Prudential Retirement June 2001 - August 2005
National Underwriter 1995 - 1997
Skills
Marketing Communications, Direct Marketing, Creative Direction, Photography, Brochures, Magazines, Books, Graphics, Copywriting, Email Marketing, Direct Mail, Newsletters, Brand Development, Online Marketing, Corporate Branding, Marketing, Social Media Marketing, Integrated Marketing, Advertising, Marketing Strategy, Social Media, Publishing, Content Development, Leadership, Digital Marketing, Corporate Communications, Internal Communications, Strategic Communications, Digital Strategy, Strategy, Content Strategy, Content Management, Management, Writing, Press Releases, Strategic Planning, Public Relations, Multi-channel Marketing, Digital Media, Project Management, Editing
Education
Messiah College 1984 — 1988
Bachelor's, English
Frederick Schmitt Communications 1995 - Present
Transamerica Retirement Solutions June 2011 - September 2015
Prudential Retirement May 2008 - April 2011
Prudential Retirement August 2005 - May 2008
Prudential Retirement June 2001 - August 2005
National Underwriter 1995 - 1997
Skills
Marketing Communications, Direct Marketing, Creative Direction, Photography, Brochures, Magazines, Books, Graphics, Copywriting, Email Marketing, Direct Mail, Newsletters, Brand Development, Online Marketing, Corporate Branding, Marketing, Social Media Marketing, Integrated Marketing, Advertising, Marketing Strategy, Social Media, Publishing, Content Development, Leadership, Digital Marketing, Corporate Communications, Internal Communications, Strategic Communications, Digital Strategy, Strategy, Content Strategy, Content Management, Management, Writing, Press Releases, Strategic Planning, Public Relations, Multi-channel Marketing, Digital Media, Project Management, Editing
Education
Messiah College 1984 — 1988
Bachelor's, English
David Tritt David Tritt's Transamerica Retirement Solutions Experience August 2009 - Present
Job Retirement Planning Consultant at Transamerica
Industry Financial Services
Experience
Transamerica Retirement Solutions August 2009 - Present
J.P. Morgan Retirement Plan Services April 2000 - January 2009
ADP June 1986 - April 2000
Education
Rockhurst University 1987 — 1990
MBA, Marketing
Rockhurst University 1981 — 1986
BSBA, Management
Transamerica Retirement Solutions August 2009 - Present
J.P. Morgan Retirement Plan Services April 2000 - January 2009
ADP June 1986 - April 2000
Education
Rockhurst University 1987 — 1990
MBA, Marketing
Rockhurst University 1981 — 1986
BSBA, Management
David Schwenke David Schwenke's Transamerica Retirement Solutions Experience March 2015 - Present
Job Sales Consultant Institutional Markets at Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions March 2015 - Present
Transamerica Retirement Solutions January 2013 - March 2015
Transamerica Retirement Solutions June 2008 - January 2013
Transamerica Retirement Solutions October 2006 - June 2008
Fidelity Investments April 2005 - October 2006
Skills
Employee Benefits, Defined Benefit, Pensions, Financial Services, Retirement Planning, 401k, Retirement, Pension Funds, Mutual Funds, Asset Allocation, Salesforce.com, Investments, Relationship Management, Insurance, Series 63, Series 6
Education
Quinnipiac University 2000 — 2004
Bachelor of Science (B.S.), Economics
Quaboag Regional High School
Transamerica Retirement Solutions March 2015 - Present
Transamerica Retirement Solutions January 2013 - March 2015
Transamerica Retirement Solutions June 2008 - January 2013
Transamerica Retirement Solutions October 2006 - June 2008
Fidelity Investments April 2005 - October 2006
Skills
Employee Benefits, Defined Benefit, Pensions, Financial Services, Retirement Planning, 401k, Retirement, Pension Funds, Mutual Funds, Asset Allocation, Salesforce.com, Investments, Relationship Management, Insurance, Series 63, Series 6
Education
Quinnipiac University 2000 — 2004
Bachelor of Science (B.S.), Economics
Quaboag Regional High School
Donna Venturatos, M.Ed, RPA's Transamerica Retirement Solutions Experience August 1988 - Present
Job Director, Client Relationship Development, Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions August 1988 - Present
Johnson & Higgins of Louisiana January 1986 - November 1987
Skills
Retirement Planning, Qualified Retirement..., Defined Benefit, Pensions, Cash Balance, Defined Contribution, Profit Sharing, 403 b, 401k, 457 Plans, Roth IRA, Non-Qualified Deferred..., Investments, Asset Allocation, Series 7, Series 63, Project Management, Marketing Communications, Team Building
Education
Loyola University New Orleans 1981 — 1987
M.Ed., Education: Guidance & Counseling, B.A. Communications
Mount Carmel Academy New Orleans
Transamerica Retirement Solutions August 1988 - Present
Johnson & Higgins of Louisiana January 1986 - November 1987
Skills
Retirement Planning, Qualified Retirement..., Defined Benefit, Pensions, Cash Balance, Defined Contribution, Profit Sharing, 403 b, 401k, 457 Plans, Roth IRA, Non-Qualified Deferred..., Investments, Asset Allocation, Series 7, Series 63, Project Management, Marketing Communications, Team Building
Education
Loyola University New Orleans 1981 — 1987
M.Ed., Education: Guidance & Counseling, B.A. Communications
Mount Carmel Academy New Orleans
James A. Troupe, M.A. James A. Troupe, M.A.'s Transamerica Retirement Solutions Experience June 2000 - March 2002
Job Human Services Professional, Available and Willing.
Industry Real Estate
Experience
Caltech August 2014 - Present
Los Angeles Neighborhood Housing Services June 2011 - July 2014
Career Strategies April 2011 - June 2011
Lawyer's Title Company June 2004 - December 2008
Marc Solomont Real Estate Finance August 2002 - June 2004
Transamerica Retirement Solutions June 2000 - March 2002
Skills
Social Services, Counseling, Advocacy, Volunteer Management, Community Outreach, Adolescents, Non-profits, Administrative Support, Community Service, Program Development, Emotional, Decision Making Skills, Groups, Supervisory Skills, Intervention, Crisis Intervention, Public Speaking, Psychotherapy, Administrative..., Case Managment, Coaching, Conflict Resolution, Customer Service, Event Planning, Grant Writing, Interventions, Leadership Development, Mental Health, New Hire Orientations, Nonprofits, Preaching, Strategic Planning, Relocation, Fundraising, Real Estate Development, Real Estate, Google Groups, Non-profit..., Rehabs, Entitlements, Property Management, Investors, Resume Writing, Microsoft Office, Team Building, Negotiation, Leadership
Education
Liberty University 2010 — 2012
Master's Degree, Human Services: Marriage and Family Emphasis
University of Phoenix 2002 — 2008
B.S., Human Services, Graduated with Honors
Morris Brown College 1991 — 1994
Mechanical Engineering/Applied Physics
Caltech August 2014 - Present
Los Angeles Neighborhood Housing Services June 2011 - July 2014
Career Strategies April 2011 - June 2011
Lawyer's Title Company June 2004 - December 2008
Marc Solomont Real Estate Finance August 2002 - June 2004
Transamerica Retirement Solutions June 2000 - March 2002
Skills
Social Services, Counseling, Advocacy, Volunteer Management, Community Outreach, Adolescents, Non-profits, Administrative Support, Community Service, Program Development, Emotional, Decision Making Skills, Groups, Supervisory Skills, Intervention, Crisis Intervention, Public Speaking, Psychotherapy, Administrative..., Case Managment, Coaching, Conflict Resolution, Customer Service, Event Planning, Grant Writing, Interventions, Leadership Development, Mental Health, New Hire Orientations, Nonprofits, Preaching, Strategic Planning, Relocation, Fundraising, Real Estate Development, Real Estate, Google Groups, Non-profit..., Rehabs, Entitlements, Property Management, Investors, Resume Writing, Microsoft Office, Team Building, Negotiation, Leadership
Education
Liberty University 2010 — 2012
Master's Degree, Human Services: Marriage and Family Emphasis
University of Phoenix 2002 — 2008
B.S., Human Services, Graduated with Honors
Morris Brown College 1991 — 1994
Mechanical Engineering/Applied Physics
Kevin Fieldman's Transamerica Retirement Solutions Experience February 2011 - March 2015
Job Senior Manager Investment Research CAPTRUST Financial Advisors
Industry Financial Services
Experience
CAPTRUST July 2015 - Present
Transamerica Retirement Solutions February 2011 - March 2015
Gallagher Benefit Services 2007 - 2011
TIAA-CREF June 2003 - August 2007
Scudder Investments October 1991 - November 2002
Skills
401k, Series 63, Mutual Funds, Financial Services, Investments, Pensions, Retirement Planning, Employee Benefits, Leadership
Education
St. Xavier University 1995 — 1999
M.B.A., Marketing
Purdue University 1987 — 1991
B.S., Financial Planning and Counseling
CAPTRUST July 2015 - Present
Transamerica Retirement Solutions February 2011 - March 2015
Gallagher Benefit Services 2007 - 2011
TIAA-CREF June 2003 - August 2007
Scudder Investments October 1991 - November 2002
Skills
401k, Series 63, Mutual Funds, Financial Services, Investments, Pensions, Retirement Planning, Employee Benefits, Leadership
Education
St. Xavier University 1995 — 1999
M.B.A., Marketing
Purdue University 1987 — 1991
B.S., Financial Planning and Counseling
Bradford Kent Bowen Bradford Kent Bowen's Transamerica Retirement Solutions Experience 2011 - 2012
Job Marketing Representative for Team PHLY
Industry Insurance
Experience
Philadelphia Insurance Companies March 2015 - Present
Federated Insurance 2012 - Present
Transamerica Retirement Solutions 2011 - 2012
ING US February 2007 - December 2010
Skills
Insurance, Customer Service, Sales, Property & Casualty..., Commercial Insurance, Leadership, Account Management, General Insurance, Health Insurance, Life Insurance, Marketing, Investments
Education
Lenoir-Rhyne University 1999 — 2003
Bachelor of Business Administration (B.B.A.), Economics
Cherryville High School
Philadelphia Insurance Companies March 2015 - Present
Federated Insurance 2012 - Present
Transamerica Retirement Solutions 2011 - 2012
ING US February 2007 - December 2010
Skills
Insurance, Customer Service, Sales, Property & Casualty..., Commercial Insurance, Leadership, Account Management, General Insurance, Health Insurance, Life Insurance, Marketing, Investments
Education
Lenoir-Rhyne University 1999 — 2003
Bachelor of Business Administration (B.B.A.), Economics
Cherryville High School
Gordon (Gus) Searles Gordon (Gus) Searles's Transamerica Retirement Solutions Experience 2005 - August 2014
Job Relationship Manager for the Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group March 2015 - Present
Relationship Management August 2014 - March 2015
Transamerica Retirement Solutions 2005 - August 2014
Delaware Investments 1995 - 2003
Federated Investors 1994 - 1995
Johnson Companies 1988 - 1994
Mid America Group 1980 - 1988
Skills
Series 63, 401k, Defined Benefit, Series 6, CRM, Pensions, Retirement Planning, Series 7, Profit Sharing, Retirement Plan..., Retirement, Mutual Funds, ERISA, Defined Contribution, Qualified Retirement..., Series 65, Relationship Management, Investments, Financial Services, Employee Benefits, Management, Asset Allocation
Education
Penn State 1974 — 1978
BS
Principal Financial Group March 2015 - Present
Relationship Management August 2014 - March 2015
Transamerica Retirement Solutions 2005 - August 2014
Delaware Investments 1995 - 2003
Federated Investors 1994 - 1995
Johnson Companies 1988 - 1994
Mid America Group 1980 - 1988
Skills
Series 63, 401k, Defined Benefit, Series 6, CRM, Pensions, Retirement Planning, Series 7, Profit Sharing, Retirement Plan..., Retirement, Mutual Funds, ERISA, Defined Contribution, Qualified Retirement..., Series 65, Relationship Management, Investments, Financial Services, Employee Benefits, Management, Asset Allocation
Education
Penn State 1974 — 1978
BS
Lujia Zou's Transamerica Retirement Solutions Experience July 2012 - December 2012
Job Marketing Data Analyst at CVS Health Corporation
Industry Marketing and Advertising
Experience
CVS Caremark Corporation August 2013 - Present
Transamerica Retirement Solutions July 2012 - December 2012
Northeastern University July 2011 - December 2011
Skills
Maple, Microsoft Excel, PowerPoint, Data Analysis, Mathematics, Photoshop, Microsoft Word, AWD, Benefit Calculation, Data Collection, SQL, MySQL, Analysis, Databases, Microsoft Office
Education
Northeastern University 2008 — 2013
Bachelor of Science (B.S.), Mathematics
CVS Caremark Corporation August 2013 - Present
Transamerica Retirement Solutions July 2012 - December 2012
Northeastern University July 2011 - December 2011
Skills
Maple, Microsoft Excel, PowerPoint, Data Analysis, Mathematics, Photoshop, Microsoft Word, AWD, Benefit Calculation, Data Collection, SQL, MySQL, Analysis, Databases, Microsoft Office
Education
Northeastern University 2008 — 2013
Bachelor of Science (B.S.), Mathematics
Ayde Lyons's Transamerica Retirement Solutions Experience May 2015 - Present
Job Senior Communications Consultant at Transamerica Retirement Solutions
Industry Public Relations and Communications
Experience
Transamerica Retirement Solutions May 2015 - Present
Lyons Ayala Marketing & Communications November 2012 - Present
Morganti Group Inc April 2014 - May 2015
Compass Group North America January 2011 - November 2012
Lyons Ayala Marketing & Communications November 2006 - January 2011
MasterCard Worldwide January 2000 - November 2006
MasterCard Worldwide September 1997 - January 2000
Bates Worldwide 1995 - 1997
Avrett Free Ginsberg 1993 - 1994
Viacom 1992 - 1993
Skills
Corporate Communications, Public Relations, Copywriting, Adobe InDesign, Newsletter Production, Proofreading, Editing
Education
University of Phoenix 1999 — 2002
Master of Business Administration (MBA), Global Business
Queens College 1989 — 1991
Bachelor of Arts (B.A.), Communication and Media Studies
Monsignor Scanlan High School 1982 — 1986
HS Diploma
Transamerica Retirement Solutions May 2015 - Present
Lyons Ayala Marketing & Communications November 2012 - Present
Morganti Group Inc April 2014 - May 2015
Compass Group North America January 2011 - November 2012
Lyons Ayala Marketing & Communications November 2006 - January 2011
MasterCard Worldwide January 2000 - November 2006
MasterCard Worldwide September 1997 - January 2000
Bates Worldwide 1995 - 1997
Avrett Free Ginsberg 1993 - 1994
Viacom 1992 - 1993
Skills
Corporate Communications, Public Relations, Copywriting, Adobe InDesign, Newsletter Production, Proofreading, Editing
Education
University of Phoenix 1999 — 2002
Master of Business Administration (MBA), Global Business
Queens College 1989 — 1991
Bachelor of Arts (B.A.), Communication and Media Studies
Monsignor Scanlan High School 1982 — 1986
HS Diploma
Craig Shrack CRPS's Transamerica Retirement Solutions Experience July 2014 - Present
Job Regional Vice President at Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions July 2014 - Present
CUNA Mutual Retirement Solutions January 2013 - June 2014
OneAmerica October 2010 - January 2013
Retirement Plan Advisory Group May 2009 - November 2010
401(k) Advisors July 2009 - October 2010
Skills
Retirement Planning, 401k, Retirement, Mutual Funds, Investments, Retirement Plan..., Financial Services, Defined Contribution, Asset Allocation
Education
Purdue University 2005 — 2009
Bachelor of Science, Financial Counseling & Planning
Transamerica Retirement Solutions July 2014 - Present
CUNA Mutual Retirement Solutions January 2013 - June 2014
OneAmerica October 2010 - January 2013
Retirement Plan Advisory Group May 2009 - November 2010
401(k) Advisors July 2009 - October 2010
Skills
Retirement Planning, 401k, Retirement, Mutual Funds, Investments, Retirement Plan..., Financial Services, Defined Contribution, Asset Allocation
Education
Purdue University 2005 — 2009
Bachelor of Science, Financial Counseling & Planning
Lisa Palmer's Transamerica Retirement Solutions Experience November 2014 - Present
Job Marketing Communications│Campaigns│Email Marketing│Copywriting│Content Marketing │Project Management
Industry Marketing and Advertising
Experience
Transamerica Retirement Solutions November 2014 - Present
Becton, Dickinson and Company June 2008 - May 2014
LPL Financial June 2004 - May 2008
Skills
Marketing Communications, Online Marketing, Corporate Communications, Marketing, Leadership, Email Marketing, Social Media Marketing, Copy Editing, Business Communications, Marketing Management, Web Content, Microsoft Office, Webinars, Management, Copywriting, Editing, Integrated Marketing, B2B Marketing, Electronic Newsletters, Vendor Relations, Regulatory Requirements, SharePoint, Advertising, Direct Marketing, Brand Development, Market Research, Cross-functional..., Web Content Management, Digital Marketing, Product Launch, Newsletters, Marketing Strategy, Social Media
Education
University of California, San Diego 2012 — 2013
Professional Certificate, Marketing
Minnesota State University, Mankato 1991 — 1994
Bachelor of Arts (B.A.), English Language and Literature, General, 3.5
Transamerica Retirement Solutions November 2014 - Present
Becton, Dickinson and Company June 2008 - May 2014
LPL Financial June 2004 - May 2008
Skills
Marketing Communications, Online Marketing, Corporate Communications, Marketing, Leadership, Email Marketing, Social Media Marketing, Copy Editing, Business Communications, Marketing Management, Web Content, Microsoft Office, Webinars, Management, Copywriting, Editing, Integrated Marketing, B2B Marketing, Electronic Newsletters, Vendor Relations, Regulatory Requirements, SharePoint, Advertising, Direct Marketing, Brand Development, Market Research, Cross-functional..., Web Content Management, Digital Marketing, Product Launch, Newsletters, Marketing Strategy, Social Media
Education
University of California, San Diego 2012 — 2013
Professional Certificate, Marketing
Minnesota State University, Mankato 1991 — 1994
Bachelor of Arts (B.A.), English Language and Literature, General, 3.5
Melissa Squeo's Transamerica Retirement Solutions Experience 2011 - 2015
Job Owner, Caramel Creative
Industry Design
Experience
Caramel Creative 2004 - Present
Transamerica Retirement Solutions 2011 - 2015
Squeo Design 1997 - 2004
The Atlantic Group 1994 - 1997
Dryden and Petisi Promotion 1990 - 1993
Wells, Rich & Greene Advertising, Inc 1987 - 1990
Skills
Creative Direction, Advertising, Art Direction, Brochures, Web Design, Direct Mail, Graphic Design, Logo Development, Logo Design, Adobe Creative Suite, Creative Strategy, Entrepreneurship, Marketing, Corporate Identity, Illustration, Art, Photoshop, Collateral, Corporate Branding, Start-ups, Interactive Advertising, InDesign, Graphics, Packaging, Brand Development, Concept Development, Image Manipulation, Email Marketing
Education
The New York Botanical Garden 2010 — 2012
Floral Design
Parsons School of Design 1983 — 1986
BFA, Communication Design
Caramel Creative 2004 - Present
Transamerica Retirement Solutions 2011 - 2015
Squeo Design 1997 - 2004
The Atlantic Group 1994 - 1997
Dryden and Petisi Promotion 1990 - 1993
Wells, Rich & Greene Advertising, Inc 1987 - 1990
Skills
Creative Direction, Advertising, Art Direction, Brochures, Web Design, Direct Mail, Graphic Design, Logo Development, Logo Design, Adobe Creative Suite, Creative Strategy, Entrepreneurship, Marketing, Corporate Identity, Illustration, Art, Photoshop, Collateral, Corporate Branding, Start-ups, Interactive Advertising, InDesign, Graphics, Packaging, Brand Development, Concept Development, Image Manipulation, Email Marketing
Education
The New York Botanical Garden 2010 — 2012
Floral Design
Parsons School of Design 1983 — 1986
BFA, Communication Design
Dana Beauford's Transamerica Retirement Solutions Experience 2007 - 2010
Job Job Opportunity Specialist at HRA/Family Independence Administration
Industry Individual & Family Services
Experience
NYC Human Resources Administration March 2010 - Present
Transamerica Retirement Solutions 2007 - 2010
Robert Half 2006 - 2007
NYC Department of Education 2002 - 2006
MCI WorldCom 2000 - 2002
Unum 1999 - 2000
Skills
Public Speaking, Microsoft Office
Education
New York Theological Seminary 2015 — 2019
Master’s Degree, Divinity/Ministry
Iona College 1996 — 2000
Bachelor of Science (B.S.), Business Administration and Management, General
NYC Human Resources Administration March 2010 - Present
Transamerica Retirement Solutions 2007 - 2010
Robert Half 2006 - 2007
NYC Department of Education 2002 - 2006
MCI WorldCom 2000 - 2002
Unum 1999 - 2000
Skills
Public Speaking, Microsoft Office
Education
New York Theological Seminary 2015 — 2019
Master’s Degree, Divinity/Ministry
Iona College 1996 — 2000
Bachelor of Science (B.S.), Business Administration and Management, General
Josh Leaven Josh Leaven's Transamerica Retirement Solutions Experience January 2015 - Present
Job Retirement Services Manager at Transamerica Retirement Solutions
Industry Human Resources
Experience
Transamerica Retirement Solutions January 2015 - Present
Transamerica Retirement Solutions September 2012 - January 2015
Mercer March 2012 - September 2012
Menards November 2011 - March 2012
Genghis Grill September 2008 - January 2012
H.J. Heinz Company June 2011 - August 2011
Genghis Grill June 2003 - September 2008
Skills
Benefits Administration, Payroll, Staff Management, Dispute Resolution, Research, Employment Law, Staff Development, Accounting, HRIS Database Management, Maintaining Strong..., FMLA, HIPAA, Personnel Recruiting, Outstanding Customer..., Computer Proficient, Financial Management, Recruiting, HRIS, Onboarding, Outlook, Human Resources, Employee Benefits, Employee Training, Interviews, New Hire Orientations, Employee Relations, Hiring, Microsoft Office, Resume Writing, 401k, Deferred Compensation, Microsoft Excel, Series 6
Education
Mount Mercy University 2013 — 2016
Master of Business Administration (MBA), Human Resources Management/Personnel Administration, General
Mount Mercy University 2009 — 2011
Bachelor of Business Administration, Human Resource Management
Kirkwood Community College 2005 — 2007
Associate of Arts, Business
Transamerica Retirement Solutions January 2015 - Present
Transamerica Retirement Solutions September 2012 - January 2015
Mercer March 2012 - September 2012
Menards November 2011 - March 2012
Genghis Grill September 2008 - January 2012
H.J. Heinz Company June 2011 - August 2011
Genghis Grill June 2003 - September 2008
Skills
Benefits Administration, Payroll, Staff Management, Dispute Resolution, Research, Employment Law, Staff Development, Accounting, HRIS Database Management, Maintaining Strong..., FMLA, HIPAA, Personnel Recruiting, Outstanding Customer..., Computer Proficient, Financial Management, Recruiting, HRIS, Onboarding, Outlook, Human Resources, Employee Benefits, Employee Training, Interviews, New Hire Orientations, Employee Relations, Hiring, Microsoft Office, Resume Writing, 401k, Deferred Compensation, Microsoft Excel, Series 6
Education
Mount Mercy University 2013 — 2016
Master of Business Administration (MBA), Human Resources Management/Personnel Administration, General
Mount Mercy University 2009 — 2011
Bachelor of Business Administration, Human Resource Management
Kirkwood Community College 2005 — 2007
Associate of Arts, Business
Brian Himes Brian Himes's Transamerica Retirement Solutions Experience March 2011 - Present
Job Communication and Client Relations
Industry Financial Services
Experience
Transamerica Retirement Solutions March 2011 - Present
Los Angeles Homeless Services Authority November 2010 - March 2011
Union Station Homeless Services June 2010 - October 2010
Union Station Homeless Services September 2006 - June 2010
Pepperdine University June 2005 - September 2006
Pepperdine University June 2003 - June 2005
Skills
Microsoft Office, Facebook, Wordpress, Raiser's Edge, Constant Contact, Social Media, Direct Mail, PowerPoint, Microsoft Excel, Fundraising, Volunteer Management, Training, 401k, Project Management, Social Networking, Research, Public Relations, Twitter, Microsoft Word, Donor Perfect, Relationship Management, OS X, Windows, Marketing, Communication, Nonprofits, Management, Program Management, Blogging, Databases, Direct Marketing
Education
Pepperdine University 1999 — 2003
B.A.
Transamerica Retirement Solutions March 2011 - Present
Los Angeles Homeless Services Authority November 2010 - March 2011
Union Station Homeless Services June 2010 - October 2010
Union Station Homeless Services September 2006 - June 2010
Pepperdine University June 2005 - September 2006
Pepperdine University June 2003 - June 2005
Skills
Microsoft Office, Facebook, Wordpress, Raiser's Edge, Constant Contact, Social Media, Direct Mail, PowerPoint, Microsoft Excel, Fundraising, Volunteer Management, Training, 401k, Project Management, Social Networking, Research, Public Relations, Twitter, Microsoft Word, Donor Perfect, Relationship Management, OS X, Windows, Marketing, Communication, Nonprofits, Management, Program Management, Blogging, Databases, Direct Marketing
Education
Pepperdine University 1999 — 2003
B.A.
Victor Gaskins Victor Gaskins's Transamerica Retirement Solutions Experience August 2015 - Present
Job Lead Transition Manager at Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions August 2015 - Present
Transamerica Retirement Solutions November 2014 - August 2015
Fifth Third Bank June 2013 - November 2014
Fifth Third Bank July 2000 - June 2013
Hader Hardware June 1998 - July 2000
Skills
Banking, Securities, Customer Service, Investments, Mutual Funds, Equities, Financial Services, Retirement Planning, Financial Analysis
Education
Northern Kentucky University 1998 — 2001
Master of Business Administration (M.B.A.)
University of Cincinnati 1994 — 1998
Bachelor of Arts (B.A.), History
Anderson 1990 — 1994
Anderson
Transamerica Retirement Solutions August 2015 - Present
Transamerica Retirement Solutions November 2014 - August 2015
Fifth Third Bank June 2013 - November 2014
Fifth Third Bank July 2000 - June 2013
Hader Hardware June 1998 - July 2000
Skills
Banking, Securities, Customer Service, Investments, Mutual Funds, Equities, Financial Services, Retirement Planning, Financial Analysis
Education
Northern Kentucky University 1998 — 2001
Master of Business Administration (M.B.A.)
University of Cincinnati 1994 — 1998
Bachelor of Arts (B.A.), History
Anderson 1990 — 1994
Anderson
Joe Glaser's Transamerica Retirement Solutions Experience June 2008 - July 2014
Job Senior Customer Relationship Manager (Retirement Plan Services) at Ohio National Financial Services
Industry Financial Services
Experience
Ohio National Financial Services August 2014 - Present
Transamerica Retirement Solutions June 2008 - July 2014
U.S. Bank June 2004 - June 2008
Skills
Microsoft Office, Mac and PC proficient, ERISA code..., Public Speaking, Copy Editing, Copywriting, Songwriting, AP Style, Garage Band, Basic Knowledge of Pro..., Analysis
Education
Northern Kentucky University 1999 — 2003
Bachelor's Degree, Journalism (minor in Creative Writing and Honors)
Lasalle 1995 — 1999
High School
Ohio National Financial Services August 2014 - Present
Transamerica Retirement Solutions June 2008 - July 2014
U.S. Bank June 2004 - June 2008
Skills
Microsoft Office, Mac and PC proficient, ERISA code..., Public Speaking, Copy Editing, Copywriting, Songwriting, AP Style, Garage Band, Basic Knowledge of Pro..., Analysis
Education
Northern Kentucky University 1999 — 2003
Bachelor's Degree, Journalism (minor in Creative Writing and Honors)
Lasalle 1995 — 1999
High School
Eilynn Dixon's Transamerica Retirement Solutions Experience June 2015 - Present
Job Project Manager at Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions June 2015 - Present
Rockwell Collins May 2014 - Present
Rockwell Collins September 2010 - May 2014
Rockwell Collins July 2007 - September 2010
AEGON July 1999 - July 2007
Skills
Customer Service, Insurance, Microsoft Office, SAP, Lotus Notes, Excel, PowerPoint, Problem Solving, Word, Documentation, Research, Customer Relations, Process Improvement, Procurement, Inventory Management, Change Managment, Windows, Software Documentation, Process Scheduler, Contract Negotiation, Training, Management, Program Management, Microsoft Word, Continuous Improvement, Microsoft Excel, Customer Satisfaction, CRM, Leadership, Change Management, Team Leadership, Team Building, Project Planning
Education
Mount Mercy College 2012 — 2014
Bachelor's Degree, Business Management, Marketing, 3.67
Kirkwood Community College 2010 — 2012
Associates, Business Administration, 3.50
Transamerica Retirement Solutions June 2015 - Present
Rockwell Collins May 2014 - Present
Rockwell Collins September 2010 - May 2014
Rockwell Collins July 2007 - September 2010
AEGON July 1999 - July 2007
Skills
Customer Service, Insurance, Microsoft Office, SAP, Lotus Notes, Excel, PowerPoint, Problem Solving, Word, Documentation, Research, Customer Relations, Process Improvement, Procurement, Inventory Management, Change Managment, Windows, Software Documentation, Process Scheduler, Contract Negotiation, Training, Management, Program Management, Microsoft Word, Continuous Improvement, Microsoft Excel, Customer Satisfaction, CRM, Leadership, Change Management, Team Leadership, Team Building, Project Planning
Education
Mount Mercy College 2012 — 2014
Bachelor's Degree, Business Management, Marketing, 3.67
Kirkwood Community College 2010 — 2012
Associates, Business Administration, 3.50
John T. Taylor Jr.,CEBS John T. Taylor Jr.,CEBS's Transamerica Retirement Solutions Experience August 1998 - Present
Job Vice President National Accounts
Industry Financial Services
Experience
Transamerica Retirement Solutions August 1998 - Present
New England Funds March 1995 - August 1998
Skills
Series 6, Series 7, FINRA, 401k, Mutual Funds, Employee Benefits, Customer Relations, Executive Reporting, Annuity, Plan Design, Asset Allocation, Business Planning, Customer Service, Defined Benefit, Defined Contribution, Financial Services, Fixed Annuities, Investments, Pensions, Relationship Management, Retirement, Retirement Planning, Series 24, Series 63, Sports Coaching, Youth Programs
Education
Northeastern University 1989 — 1992
BA, Finance
Transamerica Retirement Solutions August 1998 - Present
New England Funds March 1995 - August 1998
Skills
Series 6, Series 7, FINRA, 401k, Mutual Funds, Employee Benefits, Customer Relations, Executive Reporting, Annuity, Plan Design, Asset Allocation, Business Planning, Customer Service, Defined Benefit, Defined Contribution, Financial Services, Fixed Annuities, Investments, Pensions, Relationship Management, Retirement, Retirement Planning, Series 24, Series 63, Sports Coaching, Youth Programs
Education
Northeastern University 1989 — 1992
BA, Finance
Debbie Tucker's Transamerica Retirement Solutions Experience October 2008 - January 2015
Job Relationship Manager at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group January 2015 - Present
Transamerica Retirement Solutions October 2008 - January 2015
Principal Financial Group January 2005 - October 2008
Prudential Financial September 1999 - October 2004
Skills
Life Insurance, Retirement Planning, Insurance, Retirement, Variable Annuities, Strategic Financial..., Retirement Plan..., Investments, Mutual Funds, Series 6, Relationship Management, Series 7, Employee Benefits, 401k, Financial Services, Pensions, Series 63, Financial Planning
Education
Purdue University
Bachelor of Science (B.S.), Finance
Lincoln Financial Group January 2015 - Present
Transamerica Retirement Solutions October 2008 - January 2015
Principal Financial Group January 2005 - October 2008
Prudential Financial September 1999 - October 2004
Skills
Life Insurance, Retirement Planning, Insurance, Retirement, Variable Annuities, Strategic Financial..., Retirement Plan..., Investments, Mutual Funds, Series 6, Relationship Management, Series 7, Employee Benefits, 401k, Financial Services, Pensions, Series 63, Financial Planning
Education
Purdue University
Bachelor of Science (B.S.), Finance
Mike Shamon Mike Shamon's Transamerica Retirement Solutions Experience April 2015 - Present
Job Regional Vice President at Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions April 2015 - Present
EMPOWER Retirement April 2011 - April 2015
JPMorgan November 2006 - April 2011
Mercer January 2005 - November 2006
Putnam Investments August 1997 - December 2004
Harvard University May 1995 - August 1997
ADQ, Inc 1993 - 1995
Skills
Mutual Funds, Series 63, Series 7, 401k, Retirement, Sales Management, Retirement Planning, Relationship Management, Investments, Defined Benefit, Employee Benefits, Finance, Pensions, Defined Contribution, Asset Allocation, Wealth Management
Education
Nichols College 2001 — 2003
MBA, Finance
Massachusetts College of Liberal Arts 1990 — 1993
BA, Political Science
Bedford High School
Transamerica Retirement Solutions April 2015 - Present
EMPOWER Retirement April 2011 - April 2015
JPMorgan November 2006 - April 2011
Mercer January 2005 - November 2006
Putnam Investments August 1997 - December 2004
Harvard University May 1995 - August 1997
ADQ, Inc 1993 - 1995
Skills
Mutual Funds, Series 63, Series 7, 401k, Retirement, Sales Management, Retirement Planning, Relationship Management, Investments, Defined Benefit, Employee Benefits, Finance, Pensions, Defined Contribution, Asset Allocation, Wealth Management
Education
Nichols College 2001 — 2003
MBA, Finance
Massachusetts College of Liberal Arts 1990 — 1993
BA, Political Science
Bedford High School
William Bonacci William Bonacci's Transamerica Retirement Solutions Experience September 2004 - May 2005
Job Vice President, Senior Plan Advisor at Sentinel Benefits & Financial Group
Industry Financial Services
Experience
Sentinel Benefits & Financial Group February 2015 - Present
Charles Schwab November 2006 - January 2015
Smith Barney Citigroup May 2005 - September 2006
Transamerica Retirement Solutions September 2004 - May 2005
Geller Group, LLC January 2000 - May 2004
MetLife July 1997 - December 1999
Transamerica Retirement Solutions June 1987 - June 1997
Skills
Investment Advisory..., Retirement Plan..., Retirement Planning, Investments, Retirement, Financial Planning, Wealth Management, Securities, Employee Benefits, Investment Advisory, Mutual Funds, Series 7, Asset Allocation
Education
LIU Brooklyn 1997 — 2000
Master of Business Administration (M.B.A.), International Finance
Pace University - Lubin School of Business 1983 — 1987
Bachelor of Business Administration (BBA), Finance
Sentinel Benefits & Financial Group February 2015 - Present
Charles Schwab November 2006 - January 2015
Smith Barney Citigroup May 2005 - September 2006
Transamerica Retirement Solutions September 2004 - May 2005
Geller Group, LLC January 2000 - May 2004
MetLife July 1997 - December 1999
Transamerica Retirement Solutions June 1987 - June 1997
Skills
Investment Advisory..., Retirement Plan..., Retirement Planning, Investments, Retirement, Financial Planning, Wealth Management, Securities, Employee Benefits, Investment Advisory, Mutual Funds, Series 7, Asset Allocation
Education
LIU Brooklyn 1997 — 2000
Master of Business Administration (M.B.A.), International Finance
Pace University - Lubin School of Business 1983 — 1987
Bachelor of Business Administration (BBA), Finance
Sara Ready Sara Ready's Transamerica Retirement Solutions Experience May 2014 - August 2014
Job Junior Accounting Major at Isenberg School of Management at UMass Amherst
Industry Accounting
Experience
State Street at 1 Lincoln Street, Boston MA June 2015 - August 2015
Transamerica Retirement Solutions May 2014 - August 2014
Skills
Microsoft Excel, Essbase, Bloomberg Terminal, Oracle, Data Entry, Teamwork, Time Management, Microsoft Word, Social Media, PowerPoint
Education
University of Massachusetts, Amherst 2014 — 2016
Bachelor of Business Administration (B.B.A.), Accounting, 3.60
Quinnipiac University 2013 — 2014
Bachelor of Business Administration (B.B.A.), Accounting, 3.69
State Street at 1 Lincoln Street, Boston MA June 2015 - August 2015
Transamerica Retirement Solutions May 2014 - August 2014
Skills
Microsoft Excel, Essbase, Bloomberg Terminal, Oracle, Data Entry, Teamwork, Time Management, Microsoft Word, Social Media, PowerPoint
Education
University of Massachusetts, Amherst 2014 — 2016
Bachelor of Business Administration (B.B.A.), Accounting, 3.60
Quinnipiac University 2013 — 2014
Bachelor of Business Administration (B.B.A.), Accounting, 3.69
Lindsay (Walsh) Norton Lindsay (Walsh) Norton's Transamerica Retirement Solutions Experience October 2014 - Present
Job at
Industry Marketing and Advertising
Experience
Transamerica Retirement Solutions October 2014 - Present
Transamerica Retirement Solutions March 2014 - Present
Transamerica Retirement Management July 2012 - Present
Transamerica Retirement Management June 2011 - July 2012
Solatube International, Inc March 2008 - June 2011
Solatube International, Inc. 2008 - 2010
Jack Nadel, International July 2006 - March 2008
GE Consumer Finance August 2004 - June 2006
Pagoda Spa November 2003 - May 2004
Juut Salonspa December 2001 - November 2003
Skills
Social Media Marketing, Online Advertising, Salesforce.com, Sales, Direct Marketing, Public Relations, Event Planning, Trade Shows, Strategic Planning, Marketing Strategy, Email Marketing, Marketing Communications, Integrated Marketing, Marketing, Contract Negotiation, CRM, B2B, Product Development, Marketing Management, Product Management, Strategy
Education
San Diego State University-California State University 2007 — 2009
MBA, Marketing, Management
Macalester College 1998 — 2002
BA, Communication Studies
Transamerica Retirement Solutions October 2014 - Present
Transamerica Retirement Solutions March 2014 - Present
Transamerica Retirement Management July 2012 - Present
Transamerica Retirement Management June 2011 - July 2012
Solatube International, Inc March 2008 - June 2011
Solatube International, Inc. 2008 - 2010
Jack Nadel, International July 2006 - March 2008
GE Consumer Finance August 2004 - June 2006
Pagoda Spa November 2003 - May 2004
Juut Salonspa December 2001 - November 2003
Skills
Social Media Marketing, Online Advertising, Salesforce.com, Sales, Direct Marketing, Public Relations, Event Planning, Trade Shows, Strategic Planning, Marketing Strategy, Email Marketing, Marketing Communications, Integrated Marketing, Marketing, Contract Negotiation, CRM, B2B, Product Development, Marketing Management, Product Management, Strategy
Education
San Diego State University-California State University 2007 — 2009
MBA, Marketing, Management
Macalester College 1998 — 2002
BA, Communication Studies
Natalia Terekhova Natalia Terekhova's Transamerica Retirement Solutions Experience July 2008 - July 2013
Job Senior Healthcare Analyst at Tufts Health Plan
Industry Financial Services
Experience
Tufts Health Plan August 2013 - Present
Transamerica Retirement Solutions July 2008 - July 2013
Sovereign Bank June 2006 - July 2008
Zebra Shuttle August 2004 - June 2006
Skills
Defined Benefit, Employee Benefits, ERISA, Benefits Administration, Non-Qualified Deferred..., Pensions, Pension Administration, Qualified Retirement..., Retirement, Credit, Loans, Financial Analysis, Analysis, Training, Banking, Access, Finance, Business Analysis, Microsoft Excel, Insurance, Management, Process Improvement, Data Analysis
Education
Northeastern University 2010 — 2012
Masters of Science, Healthcare Informatics
University of Massachusetts, Amherst 2002 — 2006
Bachelors, Corporate Finance
Tufts Health Plan August 2013 - Present
Transamerica Retirement Solutions July 2008 - July 2013
Sovereign Bank June 2006 - July 2008
Zebra Shuttle August 2004 - June 2006
Skills
Defined Benefit, Employee Benefits, ERISA, Benefits Administration, Non-Qualified Deferred..., Pensions, Pension Administration, Qualified Retirement..., Retirement, Credit, Loans, Financial Analysis, Analysis, Training, Banking, Access, Finance, Business Analysis, Microsoft Excel, Insurance, Management, Process Improvement, Data Analysis
Education
Northeastern University 2010 — 2012
Masters of Science, Healthcare Informatics
University of Massachusetts, Amherst 2002 — 2006
Bachelors, Corporate Finance
Dana LaPorta Dana LaPorta's Transamerica Retirement Solutions Experience August 2012 - Present
Job Sr. Business Analyst at Transamerica (formerly Diversified)
Industry Investment Management
Experience
Transamerica Retirement Solutions August 2012 - Present
PepsiCo, Inc. July 1996 - April 2012
Combe Incorporated July 1990 - July 1996
JPMorgan Chase February 1986 - June 1990
Skills
Vendor Management, Project Implementation, Vendor Relations, IT Strategy, Project Management, Application Support, Disaster Recovery, Business Continuity..., Software Documentation, User Documentation, Training, Written & Oral..., Business Analysis, Change Management, Cross-functional Team..., Leadership, PMP, Requirements Analysis
Education
Pace University 1986 — 1991
MBA, Information Systems
State University of New York at Albany 1979 — 1983
BA, Liberal Arts & Business
Bayside HS
Transamerica Retirement Solutions August 2012 - Present
PepsiCo, Inc. July 1996 - April 2012
Combe Incorporated July 1990 - July 1996
JPMorgan Chase February 1986 - June 1990
Skills
Vendor Management, Project Implementation, Vendor Relations, IT Strategy, Project Management, Application Support, Disaster Recovery, Business Continuity..., Software Documentation, User Documentation, Training, Written & Oral..., Business Analysis, Change Management, Cross-functional Team..., Leadership, PMP, Requirements Analysis
Education
Pace University 1986 — 1991
MBA, Information Systems
State University of New York at Albany 1979 — 1983
BA, Liberal Arts & Business
Bayside HS
Vince Leone Vince Leone's Transamerica Retirement Solutions Experience September 2004 - Present
Job Sr. Financial Analyst
Industry Financial Services
Experience
Transamerica Retirement Solutions September 2004 - Present
G&V Creations, Inc. d/b/a Edible Arrangements, New Rochelle, NY June 2003 - March 2005
Skills
401k, Pensions, Auditing, Risk Management, Statutory Accounting, Sarbanes-Oxley Act, Tax, Financial Statements, Accounting, Finance, Financial Analysis, Internal Controls, Financial Reporting, Managerial Finance, Sarbanes-Oxley, Mutual Funds, Process Improvement, Investments, Banking, Asset Management, Financial Risk
Education
Mercy College
Transamerica Retirement Solutions September 2004 - Present
G&V Creations, Inc. d/b/a Edible Arrangements, New Rochelle, NY June 2003 - March 2005
Skills
401k, Pensions, Auditing, Risk Management, Statutory Accounting, Sarbanes-Oxley Act, Tax, Financial Statements, Accounting, Finance, Financial Analysis, Internal Controls, Financial Reporting, Managerial Finance, Sarbanes-Oxley, Mutual Funds, Process Improvement, Investments, Banking, Asset Management, Financial Risk
Education
Mercy College
Shanelle Brooks's Transamerica Retirement Solutions Experience 2010 - 2014
Job Pension Administrative Assistant at Katz Zlotnick & Associates Applied Pension Services, LLC
Industry Financial Services
Experience
Katz Zlotnick & Associates Applied Pension Services, LLC 2015 - Present
Transamerica Retirement Solutions 2010 - 2014
Accurecord Inc 2004 - 2010
Millennium Telecommunications 2002 - 2004
Skills
Investments, Financial Services, Insurance, CRM, Mutual Funds, Relationship Management, Research, Retirement Planning, Financial Planning, Asset Management, Customer Service, Management, Negotiation, Retirement, Microsoft Office, Wealth Management, Leadership, Sales, Strategic Planning, Project Management, Financial Analysis, Risk Management, Banking, Microsoft Word, Business Analysis, Business Strategy, PowerPoint, Employee Benefits
Education
Long Island Business Institute
Long Island Business Institute
Katz Zlotnick & Associates Applied Pension Services, LLC 2015 - Present
Transamerica Retirement Solutions 2010 - 2014
Accurecord Inc 2004 - 2010
Millennium Telecommunications 2002 - 2004
Skills
Investments, Financial Services, Insurance, CRM, Mutual Funds, Relationship Management, Research, Retirement Planning, Financial Planning, Asset Management, Customer Service, Management, Negotiation, Retirement, Microsoft Office, Wealth Management, Leadership, Sales, Strategic Planning, Project Management, Financial Analysis, Risk Management, Banking, Microsoft Word, Business Analysis, Business Strategy, PowerPoint, Employee Benefits
Education
Long Island Business Institute
Long Island Business Institute
Joseph Chmiel's Transamerica Retirement Solutions Experience January 2002 - Present
Job Sales Consultant at Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions January 2002 - Present
Skills
401k, Retirement Plan..., Series 63, Retirement
Education
Illinois State University 1998 — 2003
Transamerica Retirement Solutions January 2002 - Present
Skills
401k, Retirement Plan..., Series 63, Retirement
Education
Illinois State University 1998 — 2003
Greg Gardini's Transamerica Retirement Solutions Experience June 2012 - August 2013
Job Account Manager at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group September 2014 - Present
Vanguard September 2013 - September 2014
Transamerica Retirement Solutions June 2012 - August 2013
Diversified Investment Advisors February 2007 - June 2012
Diversified Investment Advisors June 2005 - February 2007
Skills
Series 6, Mutual Funds, 401k, Retirement, Pensions, Asset Managment, Retirement Planning, Project Management, Microsoft Office, Microsoft Excel, Business Analysis, Customer Service, Defined Benefit, Social Media, HTML, JavaScript, Non-profits, Interviews, Series 7, Series 63
Education
SUNY Purchase 2009 — 2012
B.A., Liberal Studies: Communications/Media Studies
Westchester Business Institute 1999 — 2000
AAS, Multimedia Development and Management
Mt. Vernon High School 1992 — 1996
Regents Diploma
Lincoln Financial Group September 2014 - Present
Vanguard September 2013 - September 2014
Transamerica Retirement Solutions June 2012 - August 2013
Diversified Investment Advisors February 2007 - June 2012
Diversified Investment Advisors June 2005 - February 2007
Skills
Series 6, Mutual Funds, 401k, Retirement, Pensions, Asset Managment, Retirement Planning, Project Management, Microsoft Office, Microsoft Excel, Business Analysis, Customer Service, Defined Benefit, Social Media, HTML, JavaScript, Non-profits, Interviews, Series 7, Series 63
Education
SUNY Purchase 2009 — 2012
B.A., Liberal Studies: Communications/Media Studies
Westchester Business Institute 1999 — 2000
AAS, Multimedia Development and Management
Mt. Vernon High School 1992 — 1996
Regents Diploma
Kirk Pekrul's Transamerica Retirement Solutions Experience March 2003 - Present
Job Assistant Vice President, Client Executive Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions March 2003 - Present
American Express 1999 - 2003
SunTrust Bank (formerly Central Carolina Bank) 1996 - 1999
Wells Fargo (formerly First Union) May 1990 - 1996
Skills
CEBS, CRSP, Series 6, Series 63, Life & Health Insurance..., Retirement Plan...
Education
Western New England University
BSBA, Management
Pfeiffer University
MBA
Transamerica Retirement Solutions March 2003 - Present
American Express 1999 - 2003
SunTrust Bank (formerly Central Carolina Bank) 1996 - 1999
Wells Fargo (formerly First Union) May 1990 - 1996
Skills
CEBS, CRSP, Series 6, Series 63, Life & Health Insurance..., Retirement Plan...
Education
Western New England University
BSBA, Management
Pfeiffer University
MBA
Christine Virgulak's Transamerica Retirement Solutions Experience January 2006 - Present
Job Lead Systems Security Analyst
Industry Investment Management
Experience
Transamerica Retirement Solutions January 2006 - Present
ITDS/AMDOCS 1995 - 2001
Education
Pace University-Pleasantville/Briarcliff Campus 1992 — 1995
Long Island University, Southampton Campus
Transamerica Retirement Solutions January 2006 - Present
ITDS/AMDOCS 1995 - 2001
Education
Pace University-Pleasantville/Briarcliff Campus 1992 — 1995
Long Island University, Southampton Campus
Lara Witowski- Choudhury's Transamerica Retirement Solutions Experience 2006 - Present
Job Project Manager, Client Relationship Development at Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions 2006 - Present
Skills
401k, Mutual Funds, Retirement Planning, Retirement, Management, Investments, Pensions, Series 6, Series 63, Relationship Management
Education
Pace University - Lubin School of Business 2003 — 2004
MBA, Marketing
Siena College 1999 — 2003
Pawling
Transamerica Retirement Solutions 2006 - Present
Skills
401k, Mutual Funds, Retirement Planning, Retirement, Management, Investments, Pensions, Series 6, Series 63, Relationship Management
Education
Pace University - Lubin School of Business 2003 — 2004
MBA, Marketing
Siena College 1999 — 2003
Pawling
Tony DeFilippis's Transamerica Retirement Solutions Experience August 2013 - Present
Job Transition Project Manager at Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions August 2013 - Present
Diversified Retirement Corporation May 2006 - August 2013
Diversified Investment Advisors May 2006 - November 2007
Skills
Access, Financial Services, Microsoft Office, Project Management, Microsoft Excel, Mutual Funds, Pensions, Relationship Management, Investments, Customer Service, Sales, Management, Retirement, 401k, Retirement Planning, Defined Benefit, Process Improvement, Leadership, CRM, Risk Management, Retirement Plan..., Finance, Defined Contribution, Business Analysis, Series 6
Education
Pace University - Lubin School of Business 2001 — 2006
BBA, Business Management
Transamerica Retirement Solutions August 2013 - Present
Diversified Retirement Corporation May 2006 - August 2013
Diversified Investment Advisors May 2006 - November 2007
Skills
Access, Financial Services, Microsoft Office, Project Management, Microsoft Excel, Mutual Funds, Pensions, Relationship Management, Investments, Customer Service, Sales, Management, Retirement, 401k, Retirement Planning, Defined Benefit, Process Improvement, Leadership, CRM, Risk Management, Retirement Plan..., Finance, Defined Contribution, Business Analysis, Series 6
Education
Pace University - Lubin School of Business 2001 — 2006
BBA, Business Management
Andrea Eshoo-Kunka's Transamerica Retirement Solutions Experience March 1997 - Present
Job Director, Client Relationship & Development Print & Fulfillment
Industry Investment Management
Experience
Transamerica Retirement Solutions March 1997 - Present
BELL ATLANTIC - FLAG PROJECT OFFICE June 1994 - March 1998
Katz Communications January 1990 - March 1994
Skills
Comfortable working..., Able to work on PC or..., Microsoft Excel, Microsoft Word, Microsoft Access, PowerPoint, Alfresco, Contract Negotiation, Asset Allocation, Budgets, 401k, Investments, Management, Analysis, Risk Management, Marketing, Relationship Management, CRM
Education
Pace University 1983 — 1987
BA, English, 3.8 GPA
Pace University-Pleasantville/Briarcliff Campus 1983 — 1987
Bachelor of Science (BS), English / Communications
Transamerica Retirement Solutions March 1997 - Present
BELL ATLANTIC - FLAG PROJECT OFFICE June 1994 - March 1998
Katz Communications January 1990 - March 1994
Skills
Comfortable working..., Able to work on PC or..., Microsoft Excel, Microsoft Word, Microsoft Access, PowerPoint, Alfresco, Contract Negotiation, Asset Allocation, Budgets, 401k, Investments, Management, Analysis, Risk Management, Marketing, Relationship Management, CRM
Education
Pace University 1983 — 1987
BA, English, 3.8 GPA
Pace University-Pleasantville/Briarcliff Campus 1983 — 1987
Bachelor of Science (BS), English / Communications
Amy Totonchi's Transamerica Retirement Solutions Experience January 2002 - Present
Job Retirement Planning Consultant for Trinity Health at Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions January 2002 - Present
Trinity Health 2002 - Present
Education
Wayne State University 2000 — 2002
MBA
Michigan State University 1991 — 1995
Transamerica Retirement Solutions January 2002 - Present
Trinity Health 2002 - Present
Education
Wayne State University 2000 — 2002
MBA
Michigan State University 1991 — 1995
Craig Pagano, CIMA®'s Transamerica Retirement Solutions Experience July 2015 - Present
Job Retirement Services Consultant at Transamerica
Industry Financial Services
Experience
Transamerica Retirement Solutions July 2015 - Present
ADP June 2010 - July 2015
Ohio National Financial Services February 2008 - December 2010
AXA Equitable September 2004 - February 2008
Skills
Mutual Funds, Defined Benefit, Retirement Planning, Variable Annuities, Defined Contribution, Finance, Sales, Leadership, Series 6, 401k, Series 63, Retirement, Fixed Annuities, IRAs, Retirement Plan..., Investments, Securities, Insurance, Selling, Employee Benefits, Profit Sharing, Sales Operations, Strategic Financial..., 401k Rollovers, Asset Allocation, Financial Advisory, Life Insurance
Education
Rutgers, The State University of New Jersey-Newark 2010 — 2013
Masters, Finance
University of South Carolina-Columbia 1996 — 2001
Bachelor of Arts (B.A.)
Transamerica Retirement Solutions July 2015 - Present
ADP June 2010 - July 2015
Ohio National Financial Services February 2008 - December 2010
AXA Equitable September 2004 - February 2008
Skills
Mutual Funds, Defined Benefit, Retirement Planning, Variable Annuities, Defined Contribution, Finance, Sales, Leadership, Series 6, 401k, Series 63, Retirement, Fixed Annuities, IRAs, Retirement Plan..., Investments, Securities, Insurance, Selling, Employee Benefits, Profit Sharing, Sales Operations, Strategic Financial..., 401k Rollovers, Asset Allocation, Financial Advisory, Life Insurance
Education
Rutgers, The State University of New Jersey-Newark 2010 — 2013
Masters, Finance
University of South Carolina-Columbia 1996 — 2001
Bachelor of Arts (B.A.)
Elaine Specht's Transamerica Retirement Solutions Experience August 1996 - Present
Job Sr. Client Relationship Manager at Transamerica Retirement Services
Industry Financial Services
Experience
Transamerica Retirement Solutions August 1996 - Present
CIGNA April 1994 - August 1996
Skills
401k, Profit Sharing, Retirement Plan..., ERISA, Defined Benefit, Retirement, Retirement Planning, Series 6, Securities, Relationship Management, Pensions, Financial Services, Series 63, Mutual Funds, Defined Contribution, Qualified Retirement...
Education
Lamar University 1978 — 1982
Transamerica Retirement Solutions August 1996 - Present
CIGNA April 1994 - August 1996
Skills
401k, Profit Sharing, Retirement Plan..., ERISA, Defined Benefit, Retirement, Retirement Planning, Series 6, Securities, Relationship Management, Pensions, Financial Services, Series 63, Mutual Funds, Defined Contribution, Qualified Retirement...
Education
Lamar University 1978 — 1982
Julie Jarabek's Transamerica Retirement Solutions Experience June 2000 - Present
Job Associate Vice President Client Relationship Development
Industry Financial Services
Experience
Transamerica Retirement Solutions June 2000 - Present
Diversified and Transamerica Retirement Services February 2010 - May 2012
Transamerica Retirement Services July 2009 - February 2010
Diversified Investment Advisors June 2001 - July 2009
Transamerica March 1999 - June 2000
Mutual of Omaha 1995 - 1999
Skills
401k, Defined Benefit, Series 6, Retirement, Series 63, Pensions, Investments, Retirement Planning, Profit Sharing, Asset Allocation, Management, Fixed Income, Leadership, Relationship Management, Series 24, Financial Services, Uniform Combined State..., Strategic Financial..., Wealth Management, Defined Contribution, Budgets, Securities, FINRA, Investment Strategies, Series 65, Variable Annuities, Health Insurance, 403 b, Financial Markets, Bonds, New Business Development, Qualified Retirement...
Education
Illinois Wesleyan University 1977 — 1981
Bachelor of Business Administration (B.B.A.), Sociology as a second major
Lyons Township High School 1973 — 1977
Transamerica Retirement Solutions June 2000 - Present
Diversified and Transamerica Retirement Services February 2010 - May 2012
Transamerica Retirement Services July 2009 - February 2010
Diversified Investment Advisors June 2001 - July 2009
Transamerica March 1999 - June 2000
Mutual of Omaha 1995 - 1999
Skills
401k, Defined Benefit, Series 6, Retirement, Series 63, Pensions, Investments, Retirement Planning, Profit Sharing, Asset Allocation, Management, Fixed Income, Leadership, Relationship Management, Series 24, Financial Services, Uniform Combined State..., Strategic Financial..., Wealth Management, Defined Contribution, Budgets, Securities, FINRA, Investment Strategies, Series 65, Variable Annuities, Health Insurance, 403 b, Financial Markets, Bonds, New Business Development, Qualified Retirement...
Education
Illinois Wesleyan University 1977 — 1981
Bachelor of Business Administration (B.B.A.), Sociology as a second major
Lyons Township High School 1973 — 1977
Christopher Engelhardt's Transamerica Retirement Solutions Experience 2002 - Present
Job Regional Vice President at Diversified Investment Advisors
Industry Financial Services
Experience
Transamerica Retirement Solutions 2002 - Present
SunTrust Bank 1998 - 2002
Education
Illinois State University 1988 — 1992
Transamerica Retirement Solutions 2002 - Present
SunTrust Bank 1998 - 2002
Education
Illinois State University 1988 — 1992
Nick Gatsis's Transamerica Retirement Solutions Experience October 2004 - August 2014
Job Sr. Managing Director
Industry Financial Services
Experience
Fidelity Investments August 2014 - Present
Transamerica Retirement Solutions October 2004 - August 2014
Skills
Financial Services, Asset Allocation, Account Management, Insurance, Investments, Mutual Funds, Relationship Management, Wealth Management, Series 7, Series 63, Series 6, Retirement Planning, Retirement, 401k, Employee Benefits, Securities, Management, Pensions, Investment Advisory, Finance, Financial Planning, Financial Advisory, Defined Benefit
Education
Keller Graduate School of Management of DeVry University 1998 — 2001
MBA, Business
Illinois State University 1983 — 1988
Bachelor's degree, Economics
Fidelity Investments August 2014 - Present
Transamerica Retirement Solutions October 2004 - August 2014
Skills
Financial Services, Asset Allocation, Account Management, Insurance, Investments, Mutual Funds, Relationship Management, Wealth Management, Series 7, Series 63, Series 6, Retirement Planning, Retirement, 401k, Employee Benefits, Securities, Management, Pensions, Investment Advisory, Finance, Financial Planning, Financial Advisory, Defined Benefit
Education
Keller Graduate School of Management of DeVry University 1998 — 2001
MBA, Business
Illinois State University 1983 — 1988
Bachelor's degree, Economics
Tami Skriver's Transamerica Retirement Solutions Experience April 2001 - Present
Job Director, Client Integration
Industry Financial Services
Experience
Transamerica Retirement Solutions April 2001 - Present
Skills
401k, Series 6, Defined Benefit, Retirement, Financial Services, Relationship Management, Retirement Planning, Mutual Funds, Pensions, Asset Allocation, Project Management, Customer Service, Management, ERISA, Retirement Plan...
Education
Kirkwood Community College 1991 — 1993
Liberal Arts and Sciences, General Studies and Humanities
Iowa State University 1990 — 1991
Transamerica Retirement Solutions April 2001 - Present
Skills
401k, Series 6, Defined Benefit, Retirement, Financial Services, Relationship Management, Retirement Planning, Mutual Funds, Pensions, Asset Allocation, Project Management, Customer Service, Management, ERISA, Retirement Plan...
Education
Kirkwood Community College 1991 — 1993
Liberal Arts and Sciences, General Studies and Humanities
Iowa State University 1990 — 1991
Mark Hammonds, CFP®'s Transamerica Retirement Solutions Experience May 2015 - Present
Job Retirement Planning Consultant / Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions May 2015 - Present
SunTrust Bank November 2005 - May 2015
Charles Schwab October 1991 - August 2005
Skills
401k, Retirement Planning, Retirement, Financial Services, Wealth Management, Mutual Funds, Asset Allocation, Financial Advisory, Investments, Portfolio Management, Strategic Financial..., Fixed Income, Investment Advisory, Equities, Bonds, Securities, Investment Management, Investment Strategies, Asset Management, Relationship Management, Options, FINRA
Education
Rollins College - Crummer Graduate School of Business 1987 — 1989
MBA
University of Central Florida - College of Business Administration 1982 — 1985
BSBA, Accounting
Transamerica Retirement Solutions May 2015 - Present
SunTrust Bank November 2005 - May 2015
Charles Schwab October 1991 - August 2005
Skills
401k, Retirement Planning, Retirement, Financial Services, Wealth Management, Mutual Funds, Asset Allocation, Financial Advisory, Investments, Portfolio Management, Strategic Financial..., Fixed Income, Investment Advisory, Equities, Bonds, Securities, Investment Management, Investment Strategies, Asset Management, Relationship Management, Options, FINRA
Education
Rollins College - Crummer Graduate School of Business 1987 — 1989
MBA
University of Central Florida - College of Business Administration 1982 — 1985
BSBA, Accounting
Judith Seime's Transamerica Retirement Solutions Experience September 2008 - Present
Job Communications Director at Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions September 2008 - Present
New York University 2006 - 2008
Mellon HR Solutions 2000 - 2006
CIGNA Retirement & Investment Services 1997 - 2000
Skills
Employee Benefits, Defined Benefit, Management, Retirement, Financial Services, Internal Communications, Mutual Funds, Investments
Education
Northwestern University
BS, Organizational Behavior
Transamerica Retirement Solutions September 2008 - Present
New York University 2006 - 2008
Mellon HR Solutions 2000 - 2006
CIGNA Retirement & Investment Services 1997 - 2000
Skills
Employee Benefits, Defined Benefit, Management, Retirement, Financial Services, Internal Communications, Mutual Funds, Investments
Education
Northwestern University
BS, Organizational Behavior
Brad Leonard's Transamerica Retirement Solutions Experience July 2007 - Present
Job Sr. MEP Relationship Manager at Transamerica
Industry Financial Services
Experience
Transamerica Retirement Solutions July 2007 - Present
Union Bank April 2000 - July 2007
Nationwide Financial November 1998 - April 2000
Skills
Mutual Funds, Retirement, Retirement Planning, 401k, Benefits Administration, Series 63, Portfolio Management, Employee Benefits, Investments, Financial Services, Relationship Management, Business Development, Investment Management, Series 6, Pensions, Series 7, Insurance
Education
University of Maryland University College 2002 — 2004
MBA, Business
Ohio Wesleyan University 1995 — 1998
Bachelor, Economics
Transamerica Retirement Solutions July 2007 - Present
Union Bank April 2000 - July 2007
Nationwide Financial November 1998 - April 2000
Skills
Mutual Funds, Retirement, Retirement Planning, 401k, Benefits Administration, Series 63, Portfolio Management, Employee Benefits, Investments, Financial Services, Relationship Management, Business Development, Investment Management, Series 6, Pensions, Series 7, Insurance
Education
University of Maryland University College 2002 — 2004
MBA, Business
Ohio Wesleyan University 1995 — 1998
Bachelor, Economics
Suzanne Amos's Transamerica Retirement Solutions Experience 2000 - Present
Job Executive Administrative Assistant
Industry Financial Services
Experience
Transamerica Retirement Solutions 2000 - Present
Education
Newbury College 1987 — 1989
Associate's degree, Tourism and Travel Services Management
Transamerica Retirement Solutions 2000 - Present
Education
Newbury College 1987 — 1989
Associate's degree, Tourism and Travel Services Management
Anthony Centofanti's Transamerica Retirement Solutions Experience June 2006 - Present
Job Senior Business Systems Analyst at Transamerica
Industry Information Technology and Services
Experience
Transamerica Retirement Solutions June 2006 - Present
Diversified Investment Advisors February 2000 - June 2006
Diversified Investment Advisors October 1997 - February 2000
Skills
401k, Quality Assurance, Agile Methodologies, Project Management, CRM, Business Analysis, SDLC, Business Process, Mutual Funds, Requirements Gathering, Vendor Management, Visio, Software Documentation, Management, Financial Services, Process Improvement, Business Intelligence, Change Management, Risk Management, IT Strategy, Business Requirements, Requirements Analysis, XML
Education
Pace University - Lubin School of Business 1992 — 1996
Bachelors, Finance
Transamerica Retirement Solutions June 2006 - Present
Diversified Investment Advisors February 2000 - June 2006
Diversified Investment Advisors October 1997 - February 2000
Skills
401k, Quality Assurance, Agile Methodologies, Project Management, CRM, Business Analysis, SDLC, Business Process, Mutual Funds, Requirements Gathering, Vendor Management, Visio, Software Documentation, Management, Financial Services, Process Improvement, Business Intelligence, Change Management, Risk Management, IT Strategy, Business Requirements, Requirements Analysis, XML
Education
Pace University - Lubin School of Business 1992 — 1996
Bachelors, Finance
Fred Littman's Transamerica Retirement Solutions Experience October 2014 - Present
Job Licensed Customer Care Representative at Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions October 2014 - Present
Fedex Corp November 2005 - October 2014
Education
St. Petersburg College 2007 — 2011
BAS Banking/Finance, Banking, Corporate, Finance, and Securities Law
Northern Virginia Community College 1988 — 1999
N/A
Transamerica Retirement Solutions October 2014 - Present
Fedex Corp November 2005 - October 2014
Education
St. Petersburg College 2007 — 2011
BAS Banking/Finance, Banking, Corporate, Finance, and Securities Law
Northern Virginia Community College 1988 — 1999
N/A
Elizabeth Drozdik's Transamerica Retirement Solutions Experience July 2015 - Present
Job Sales Consultant Institutional Markets Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions July 2015 - Present
Transamerica Retirement Solutions September 2012 - July 2015
Pacific Life April 2012 - September 2012
John Hancock Life Insurance Company (U.S.A.) April 2009 - April 2012
Strategy Planning Associates October 1998 - January 2009
Skills
Marketing Strategy, Business Strategy, Program Management, Investments, Market Research, Marketing, Strategic Planning, Market Analysis, Project Management, Sales Management, Due Diligence, Negotiation, 401k, Series 6, Series 63
Education
Illinois State University
B.S., English
Transamerica Retirement Solutions July 2015 - Present
Transamerica Retirement Solutions September 2012 - July 2015
Pacific Life April 2012 - September 2012
John Hancock Life Insurance Company (U.S.A.) April 2009 - April 2012
Strategy Planning Associates October 1998 - January 2009
Skills
Marketing Strategy, Business Strategy, Program Management, Investments, Market Research, Marketing, Strategic Planning, Market Analysis, Project Management, Sales Management, Due Diligence, Negotiation, 401k, Series 6, Series 63
Education
Illinois State University
B.S., English
Elinor Merl, CPC, CEBS, AIFA's Transamerica Retirement Solutions Experience February 2012 - Present
Job Retirement Planning Consultant at Transamerica Retirement Solutions
Industry Human Resources
Experience
Transamerica Retirement Solutions February 2012 - Present
Transamerica Retirement Solutions February 2012 - Present
ERISA Compliance Associates, LLC and Means & Associates, LLC January 2006 - January 2012
CIGNA 2004 - 2005
Towers Perrin 1987 - 2002
Skills
401k, Employee Benefits, Defined Benefit, ERISA, Pensions, Executive Pay, Benefits Administration, Deferred Compensation, Succession Planning, Pension Administration, Profit Sharing, COBRA, Retirement Plan..., Retirement Planning, Defined Contribution
Education
Ramapo College of New Jersey
B.S.
Transamerica Retirement Solutions February 2012 - Present
Transamerica Retirement Solutions February 2012 - Present
ERISA Compliance Associates, LLC and Means & Associates, LLC January 2006 - January 2012
CIGNA 2004 - 2005
Towers Perrin 1987 - 2002
Skills
401k, Employee Benefits, Defined Benefit, ERISA, Pensions, Executive Pay, Benefits Administration, Deferred Compensation, Succession Planning, Pension Administration, Profit Sharing, COBRA, Retirement Plan..., Retirement Planning, Defined Contribution
Education
Ramapo College of New Jersey
B.S.
Thomas Wermeling's Transamerica Retirement Solutions Experience April 2015 - Present
Job Manager, Client Services at Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions April 2015 - Present
Colonial Life January 2015 - March 2015
Midway Tack Shop LLC April 2008 - October 2014
Fidelity Investments November 2004 - August 2013
Fidelity Investments 1994 - 2004
Skills
Investments, Process Improvement, Financial Analysis, Start-ups, Insurance, Training, Mergers & Acquisitions, Auditing, Financial Planning, Sales, Marketing
Education
Xavier University
Masters Business Administration
Northern Kentucky University
Bachelor of Organizational Studies, Business Admnistration
Transamerica Retirement Solutions April 2015 - Present
Colonial Life January 2015 - March 2015
Midway Tack Shop LLC April 2008 - October 2014
Fidelity Investments November 2004 - August 2013
Fidelity Investments 1994 - 2004
Skills
Investments, Process Improvement, Financial Analysis, Start-ups, Insurance, Training, Mergers & Acquisitions, Auditing, Financial Planning, Sales, Marketing
Education
Xavier University
Masters Business Administration
Northern Kentucky University
Bachelor of Organizational Studies, Business Admnistration
Jeananne Goodhue's Transamerica Retirement Solutions Experience December 1994 - Present
Job Vice President, National Accounts Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions December 1994 - Present
LaRhette Retirement Services June 1985 - January 1992
Skills
401k, Series 63, Mutual Funds, Series 6, Retirement Planning, Retirement
Education
Muhlenberg College 1975 — 1979
BA, Pyschology and Sociology
Transamerica Retirement Solutions December 1994 - Present
LaRhette Retirement Services June 1985 - January 1992
Skills
401k, Series 63, Mutual Funds, Series 6, Retirement Planning, Retirement
Education
Muhlenberg College 1975 — 1979
BA, Pyschology and Sociology
Howard F. Blohm, EA, CFA's Transamerica Retirement Solutions Experience 1992 - Present
Job Vice President at Transamerica Retirement Solutions
Industry Investment Management
Experience
Transamerica Retirement Solutions 1992 - Present
Howard F. Blohm Associates, Inc. 1983 - 1992
The MONY Group 1982 - 1983
Mutual Benefit Life 1979 - 1982
Skills
Pensions, Fixed Income, Defined Benefit, Asset Managment, Employee Benefits, Actuarial Science, Retirement, Asset Allocation, Risk Management, Investments, Portfolio Management
Education
Princeton University
BA, English
Transamerica Retirement Solutions 1992 - Present
Howard F. Blohm Associates, Inc. 1983 - 1992
The MONY Group 1982 - 1983
Mutual Benefit Life 1979 - 1982
Skills
Pensions, Fixed Income, Defined Benefit, Asset Managment, Employee Benefits, Actuarial Science, Retirement, Asset Allocation, Risk Management, Investments, Portfolio Management
Education
Princeton University
BA, English
Carolyn Frugis's Transamerica Retirement Solutions Experience April 2013 - Present
Job Business Analyst at Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions April 2013 - Present
Diversified Investment Advisors, Inc. March 1987 - March 2013
Education
Pace University-Pleasantville/Briarcliff Campus 1977 — 1981
Bachelor of Business Administration (B.B.A.), Marketing
Transamerica Retirement Solutions April 2013 - Present
Diversified Investment Advisors, Inc. March 1987 - March 2013
Education
Pace University-Pleasantville/Briarcliff Campus 1977 — 1981
Bachelor of Business Administration (B.B.A.), Marketing
Diana Ireland's Transamerica Retirement Solutions Experience August 2010 - Present
Job Vice President, Customer Care Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions August 2010 - Present
Diversified January 1986 - Present
Skills
401k, Mutual Funds, Retirement Planning, Retirement, Investments, Pensions, Financial Services, Relationship Management, Customer Experience, Series 6, Leadership
Education
Ithaca College 1978 — 1982
BS - Business Administration
Ithaca College
BS, Business Administration
Transamerica Retirement Solutions August 2010 - Present
Diversified January 1986 - Present
Skills
401k, Mutual Funds, Retirement Planning, Retirement, Investments, Pensions, Financial Services, Relationship Management, Customer Experience, Series 6, Leadership
Education
Ithaca College 1978 — 1982
BS - Business Administration
Ithaca College
BS, Business Administration
Deborah Clark, CEBS, CCP's Transamerica Retirement Solutions Experience June 1987 - Present
Job Human Resources Professional at Transamerica
Industry Financial Services
Experience
Transamerica Retirement Solutions June 1987 - Present
Skills
401k, Employee Benefits, Pensions, Defined Benefit, Retirement, Retirement Planning
Education
Pace University - Lubin School of Business 1983 — 1987
BBA, Mgmt. w/concentration in HR
Transamerica Retirement Solutions June 1987 - Present
Skills
401k, Employee Benefits, Pensions, Defined Benefit, Retirement, Retirement Planning
Education
Pace University - Lubin School of Business 1983 — 1987
BBA, Mgmt. w/concentration in HR
Zack Phillips's Transamerica Retirement Solutions Experience April 2013 - Present
Job Transition Manager
Industry Financial Services
Experience
Transamerica Retirement Solutions April 2013 - Present
Transamerica Retirement Solutions January 2011 - April 2013
US Bank January 2010 - January 2011
State Farm Insurance January 2009 - October 2009
Skills
Insurance, Banking, Credit, Portfolio Management, Finance, Financial Services, Mutual Funds, Retirement, Retirement Planning, Outsourcing, 401k, Pensions, Relationship Management
Education
Mount Mercy College 2010 — 2013
Human Resources Management and Services
Kaplan University 2009 — 2011
Business Administration, Financial Analyst
Transamerica Retirement Solutions April 2013 - Present
Transamerica Retirement Solutions January 2011 - April 2013
US Bank January 2010 - January 2011
State Farm Insurance January 2009 - October 2009
Skills
Insurance, Banking, Credit, Portfolio Management, Finance, Financial Services, Mutual Funds, Retirement, Retirement Planning, Outsourcing, 401k, Pensions, Relationship Management
Education
Mount Mercy College 2010 — 2013
Human Resources Management and Services
Kaplan University 2009 — 2011
Business Administration, Financial Analyst
Carol Dibble's Transamerica Retirement Solutions Experience November 2002 - Present
Job Senior Client Relationship Manager at TRS
Industry Investment Management
Experience
Transamerica Retirement Solutions November 2002 - Present
Kemper Investments November 1999 - November 2002
American United Life February 1996 - November 1999
Skills
ARPC, CRPS, CRM, Mutual Funds, 401k, Employee Benefits, Retirement, Retirement Plan..., Retirement Planning, Series 63, Series 6, Process Improvement, Series 7, Defined Benefit
Education
Lawrence University
Bachelor of Arts (B.A.), Pyschology
Northwestern University
Transamerica Retirement Solutions November 2002 - Present
Kemper Investments November 1999 - November 2002
American United Life February 1996 - November 1999
Skills
ARPC, CRPS, CRM, Mutual Funds, 401k, Employee Benefits, Retirement, Retirement Plan..., Retirement Planning, Series 63, Series 6, Process Improvement, Series 7, Defined Benefit
Education
Lawrence University
Bachelor of Arts (B.A.), Pyschology
Northwestern University
Karen Lewandowski's Transamerica Retirement Solutions Experience March 2012 - Present
Job Assistant Vice President at Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions March 2012 - Present
Diversified Investment Advisors March 2007 - March 2012
Smith Barney 1994 - 1998
Skills
Financial Services, Financial Analysis, Investments, Mutual Funds, Sarbanes-Oxley Act, Securities, Series 7
Education
Manhattan College 1988 — 1992
Bachelor's Degree, Accounting
Transamerica Retirement Solutions March 2012 - Present
Diversified Investment Advisors March 2007 - March 2012
Smith Barney 1994 - 1998
Skills
Financial Services, Financial Analysis, Investments, Mutual Funds, Sarbanes-Oxley Act, Securities, Series 7
Education
Manhattan College 1988 — 1992
Bachelor's Degree, Accounting
Maria McFadden's Transamerica Retirement Solutions Experience October 2000 - Present
Job Client Consultant at Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions October 2000 - Present
AEGON Americas June 1997 - October 2000
Parsons Technology May 1996 - May 1997
Skills
401k, Retirement, Pensions, Defined Benefit, Relationship Management, Defined Contribution
Education
Kirkwood Community College 1988 — 1990
Transamerica Retirement Solutions October 2000 - Present
AEGON Americas June 1997 - October 2000
Parsons Technology May 1996 - May 1997
Skills
401k, Retirement, Pensions, Defined Benefit, Relationship Management, Defined Contribution
Education
Kirkwood Community College 1988 — 1990
Richard Lippoth's Transamerica Retirement Solutions Experience August 2002 - Present
Job Sr. Accountant
Industry Financial Services
Experience
Transamerica Retirement Solutions August 2002 - Present
Skills
Financial Analysis, 401k, Mutual Funds, Account Reconciliation, Accounting, Pensions
Education
Iona College 1998 — 2002
BBA, Finance
Transamerica Retirement Solutions August 2002 - Present
Skills
Financial Analysis, 401k, Mutual Funds, Account Reconciliation, Accounting, Pensions
Education
Iona College 1998 — 2002
BBA, Finance
David DeNee's Transamerica Retirement Solutions Experience August 2004 - Present
Job Exstream Developer at Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions August 2004 - Present
Granite Services December 2001 - June 2004
Promosquad/Turnmusic July 2001 - December 2001
Skills
Retirement, Retirement Planning, Adobe Creative Suite, HP Exstream, Flash, Web Design, E-Learning, XML, HTML, CSS, Microsoft Office
Education
Rensselaer Polytechnic Institute 1997 — 2001
Bachelor of Science (BS), Electronic Media, Arts, and Communication
Transamerica Retirement Solutions August 2004 - Present
Granite Services December 2001 - June 2004
Promosquad/Turnmusic July 2001 - December 2001
Skills
Retirement, Retirement Planning, Adobe Creative Suite, HP Exstream, Flash, Web Design, E-Learning, XML, HTML, CSS, Microsoft Office
Education
Rensselaer Polytechnic Institute 1997 — 2001
Bachelor of Science (BS), Electronic Media, Arts, and Communication
Debbie Faiella's Transamerica Retirement Solutions Experience April 2003 - Present
Job
Industry Financial Services
Experience
Transamerica Retirement Solutions April 2003 - Present
Skills
401k, Profit Sharing, Retirement Services, Pensions, Retirement, Employee Benefits, Plan Administration, ESOP, Pension Administration, Benefits Administration, Defined Benefit, Mutual Funds, Defined Contribution, Retirement Planning, ERISA, Series 63, Financial Services
Education
Indiana University Bloomington
Accounting
New York University
Accounting
Transamerica Retirement Solutions April 2003 - Present
Skills
401k, Profit Sharing, Retirement Services, Pensions, Retirement, Employee Benefits, Plan Administration, ESOP, Pension Administration, Benefits Administration, Defined Benefit, Mutual Funds, Defined Contribution, Retirement Planning, ERISA, Series 63, Financial Services
Education
Indiana University Bloomington
Accounting
New York University
Accounting
Charles Reichelt's Transamerica Retirement Solutions Experience August 1997 - February 2006
Job Regional Vice President at John Hancock Life Insurance Company (U.S.A.)
Industry Financial Services
Experience
John Hancock Life Insurance Company (U.S.A.) January 2000 - Present
John Hancock Retirement Services 2000 - Present
Transamerica Retirement Solutions August 1997 - February 2006
Skills
401k, Retirement Planning, Series 6, Series 63
Education
Penn State University 1985 — 1989
John Hancock Life Insurance Company (U.S.A.) January 2000 - Present
John Hancock Retirement Services 2000 - Present
Transamerica Retirement Solutions August 1997 - February 2006
Skills
401k, Retirement Planning, Series 6, Series 63
Education
Penn State University 1985 — 1989
John Popeck's Transamerica Retirement Solutions Experience July 2013 - December 2013
Job Student at Northeastern University
Industry
Experience
Liberty Mutual Insurance June 2014 - Present
Transamerica Retirement Solutions July 2013 - December 2013
Education
Northeastern University 2011 — 2015
Bachelor's Degree, Mathematics
Liberty Mutual Insurance June 2014 - Present
Transamerica Retirement Solutions July 2013 - December 2013
Education
Northeastern University 2011 — 2015
Bachelor's Degree, Mathematics
Stephenie Suggs's Transamerica Retirement Solutions Experience March 2008 - May 2013
Job Project Manager at Amtek
Industry Machinery
Experience
Applied Microwave Technology, Inc. May 2013 - Present
Transamerica Retirement Solutions March 2008 - May 2013
Skills
Project Management, Process Improvement, Project Planning, Program Management, Change Management, Lean Manufacturing, Manufacturing, Cross-functional Team..., Continuous Improvement, Product Development, Business Analysis
Education
Kirkwood Community College 2003 — 2006
Associate of Arts and Sciences (AAS), Restaurant, Culinary, and Catering Management/Manager
Applied Microwave Technology, Inc. May 2013 - Present
Transamerica Retirement Solutions March 2008 - May 2013
Skills
Project Management, Process Improvement, Project Planning, Program Management, Change Management, Lean Manufacturing, Manufacturing, Cross-functional Team..., Continuous Improvement, Product Development, Business Analysis
Education
Kirkwood Community College 2003 — 2006
Associate of Arts and Sciences (AAS), Restaurant, Culinary, and Catering Management/Manager
Laura Gaynor's Transamerica Retirement Solutions Experience June 1988 - Present
Job Vice President, New BusinessCorporate Plans Practice Leader at Transamerica Retirement Solutions.
Industry Financial Services
Experience
Transamerica Retirement Solutions. June 1988 - Present
Education
Pace University 1984 — 1988
Bachelor of Science (B.S.), Mathematics
Transamerica Retirement Solutions. June 1988 - Present
Education
Pace University 1984 — 1988
Bachelor of Science (B.S.), Mathematics
Darcy Hatton's Transamerica Retirement Solutions Experience
Job Senior Vice President at Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions
Education
Pepperdine University, The George L. Graziadio School of Business and Management
Master of Business Administration (M.B.A.)
University of California, Los Angeles
Bachelor of Arts (B.A.), Latin American Studies
Transamerica Retirement Solutions
Education
Pepperdine University, The George L. Graziadio School of Business and Management
Master of Business Administration (M.B.A.)
University of California, Los Angeles
Bachelor of Arts (B.A.), Latin American Studies
Samir Jaafar's Transamerica Retirement Solutions Experience Lead System EngineerTransamerica Retirement SolutionsMay 1997 - Present
Job Lead System Engineer at Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions Lead System EngineerTransamerica Retirement SolutionsMay 1997 - Present
Education
Pace University
Master's degree, Computer Science
New York Institute of Technology
Bachelor's degree, Industrial Engineering
Transamerica Retirement Solutions Lead System EngineerTransamerica Retirement SolutionsMay 1997 - Present
Education
Pace University
Master's degree, Computer Science
New York Institute of Technology
Bachelor's degree, Industrial Engineering
Thad McVay's Transamerica Retirement Solutions Experience July 2010 - August 2014
Job Assistant Director Network Office Supervision
Industry Financial Services
Experience
Northwestern Mutual August 2014 - Present
Transamerica Retirement Solutions July 2010 - August 2014
Transamerica Retirement Solutions May 2008 - July 2010
Transamerica Capital Management October 2004 - May 2008
Elmcrest Country Club June 2000 - September 2007
Education
Kirkwood Community College 2001 — 2003
Associate of Arts (AA)
Northwestern Mutual August 2014 - Present
Transamerica Retirement Solutions July 2010 - August 2014
Transamerica Retirement Solutions May 2008 - July 2010
Transamerica Capital Management October 2004 - May 2008
Elmcrest Country Club June 2000 - September 2007
Education
Kirkwood Community College 2001 — 2003
Associate of Arts (AA)
Jim Panza's Transamerica Retirement Solutions Experience 1998 - 2010
Job Course Coordinator at Montclair State University
Industry E-Learning
Experience
Montclair State University October 2012 - Present
Diversified Investment Advisors July 1998 - July 2010
Transamerica Retirement Solutions 1998 - 2010
Nippon Life Insurance Company of America May 1992 - July 1998
Skills
Education, Actuarial..., Finance, E-Learning, Distance Learning, Financial Modeling, Statistics, Educational Technology, University Teaching, Higher Education, Curriculum Development, Lecturing, Adult Education, Curriculum Design, Tutoring, Instructional Design, Courses, Staff Development, Research
Education
Montclair State University 2010 — 2012
Master of Science (MS), Mathematics
Manhattan College 1968 — 1972
Bachelor of Arts (BA), Mathematics
Montclair State University October 2012 - Present
Diversified Investment Advisors July 1998 - July 2010
Transamerica Retirement Solutions 1998 - 2010
Nippon Life Insurance Company of America May 1992 - July 1998
Skills
Education, Actuarial..., Finance, E-Learning, Distance Learning, Financial Modeling, Statistics, Educational Technology, University Teaching, Higher Education, Curriculum Development, Lecturing, Adult Education, Curriculum Design, Tutoring, Instructional Design, Courses, Staff Development, Research
Education
Montclair State University 2010 — 2012
Master of Science (MS), Mathematics
Manhattan College 1968 — 1972
Bachelor of Arts (BA), Mathematics
Colby Christopher's Transamerica Retirement Solutions Experience
Job Client Consultant at Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions
Skills
Financial Services, Mutual Funds, Retirement Planning, Retirement, Pensions, 401k, Investments, Customer Service
Education
Kirkwood Community College 1998 — 2001
Associate of Arts (A.A.)
Transamerica Retirement Solutions
Skills
Financial Services, Mutual Funds, Retirement Planning, Retirement, Pensions, 401k, Investments, Customer Service
Education
Kirkwood Community College 1998 — 2001
Associate of Arts (A.A.)
Daniel Bertorelli's Transamerica Retirement Solutions Experience June 2014 - Present
Job Intermediate Accountant at Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions June 2014 - Present
Transamerica Retirement Solutions December 2007 - Present
Diversified Investment Advisors August 2006 - November 2007
Diversified Investment Advisors January 2006 - July 2006
Skills
Defined Benefit, Defined Contribution, Investments, Employee Benefits, Retirement Planning, Financial Services, CRM, Financial Planning, Management, Wealth Management
Education
Iona College 2004 — 2006
Master of Business Administration (M.B.A.), Human Resources Management and Services
Iona College 2000 — 2004
Bachelor's Degree, Business Administration and Management, General
Transamerica Retirement Solutions June 2014 - Present
Transamerica Retirement Solutions December 2007 - Present
Diversified Investment Advisors August 2006 - November 2007
Diversified Investment Advisors January 2006 - July 2006
Skills
Defined Benefit, Defined Contribution, Investments, Employee Benefits, Retirement Planning, Financial Services, CRM, Financial Planning, Management, Wealth Management
Education
Iona College 2004 — 2006
Master of Business Administration (M.B.A.), Human Resources Management and Services
Iona College 2000 — 2004
Bachelor's Degree, Business Administration and Management, General
Jennifer Mattox's Transamerica Retirement Solutions Experience July 2010 - October 2012
Job
Industry Financial Services
Experience
Noble Davis Consulting January 2014 - Present
Transamerica Retirement Solutions July 2010 - October 2012
Security Benefit February 2007 - January 2009
MetLife June 2003 - December 2006
First Virginia Bank January 2000 - January 2003
First Union Bank May 1997 - January 2000
Skills
Management, Strategic Planning, Insurance, Customer Service, Retirement Planning, Microsoft Excel, Financial Analysis, Investments, Process Improvement, Employee Benefits, Financial Services, Project Management
Education
Miami University 1978 — 1982
Bachelor of Arts (B.A.), Psychology
Noble Davis Consulting January 2014 - Present
Transamerica Retirement Solutions July 2010 - October 2012
Security Benefit February 2007 - January 2009
MetLife June 2003 - December 2006
First Virginia Bank January 2000 - January 2003
First Union Bank May 1997 - January 2000
Skills
Management, Strategic Planning, Insurance, Customer Service, Retirement Planning, Microsoft Excel, Financial Analysis, Investments, Process Improvement, Employee Benefits, Financial Services, Project Management
Education
Miami University 1978 — 1982
Bachelor of Arts (B.A.), Psychology
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY