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
Taylor Drahn Taylor Drahn's Transamerica Retirement Solutions Experience February 2015 - Present
Job SDA at Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions February 2015 - Present
Pat McGrath Chevyland April 2012 - July 2014
Chili's Bar & Grill May 2011 - May 2012
The Krause Fund August 2011 - December 2011
University of Iowa Water Plant February 2008 - April 2011
Skills
Microsoft Excel, Finance, Customer Service, Restaurants, Food Service, Time Management, Sales, Credit Risk, Loans, Relationship Management, Automotive
Education
University of Iowa - Henry B. Tippie College of Business 2007 — 2011
B.B.A, Finance and Economics
Cedar Rapids Washington High School 2004 — 2007
High School Deploma
Transamerica Retirement Solutions February 2015 - Present
Pat McGrath Chevyland April 2012 - July 2014
Chili's Bar & Grill May 2011 - May 2012
The Krause Fund August 2011 - December 2011
University of Iowa Water Plant February 2008 - April 2011
Skills
Microsoft Excel, Finance, Customer Service, Restaurants, Food Service, Time Management, Sales, Credit Risk, Loans, Relationship Management, Automotive
Education
University of Iowa - Henry B. Tippie College of Business 2007 — 2011
B.B.A, Finance and Economics
Cedar Rapids Washington High School 2004 — 2007
High School Deploma
Kelly Wiltjer Kelly Wiltjer's Transamerica Retirement Solutions Experience August 2014 - Present
Job Client Consultant at Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions August 2014 - Present
Transamerica Retirement Solutions June 2013 - Present
Mundelein Police Department June 2012 - June 2012
Pool Watch May 2008 - August 2011
Fannie May (GB Chocolates, LLC) September 2007 - August 2008
Skills
Customer Service, Leadership, PowerPoint, Microsoft Office, Time Management, Microsoft Word, Teamwork, Event Planning, Microsoft Excel, Social Networking
Education
University of Northern Iowa 2009 — 2013
Bachelor of Arts (B.A.), Business Administration and Management, General & Criminology
Mundelein Hight School 2005 — 2009
Transamerica Retirement Solutions August 2014 - Present
Transamerica Retirement Solutions June 2013 - Present
Mundelein Police Department June 2012 - June 2012
Pool Watch May 2008 - August 2011
Fannie May (GB Chocolates, LLC) September 2007 - August 2008
Skills
Customer Service, Leadership, PowerPoint, Microsoft Office, Time Management, Microsoft Word, Teamwork, Event Planning, Microsoft Excel, Social Networking
Education
University of Northern Iowa 2009 — 2013
Bachelor of Arts (B.A.), Business Administration and Management, General & Criminology
Mundelein Hight School 2005 — 2009
Josh Emly's Transamerica Retirement Solutions Experience December 2007 - December 2013
Job Project/Product Manager
Industry Financial Services
Experience
The Agency, Inc. August 2015 - Present
Hanes Geo Components March 2015 - May 2015
Transamerica December 2013 - February 2015
Transamerica Retirement Solutions December 2007 - December 2013
Skills
Financial Services, Retirement, Relationship Management, 401k, Project Management, Customer Service, Insurance, Asset Management
Education
University of Cincinnati College of Business 2004 — 2007
Bachelor's degree, Operations Management and Supervision
University of Cincinnati College of Business 2003 — 2007
Bachelor of Business Administration (BBA)
The Agency, Inc. August 2015 - Present
Hanes Geo Components March 2015 - May 2015
Transamerica December 2013 - February 2015
Transamerica Retirement Solutions December 2007 - December 2013
Skills
Financial Services, Retirement, Relationship Management, 401k, Project Management, Customer Service, Insurance, Asset Management
Education
University of Cincinnati College of Business 2004 — 2007
Bachelor's degree, Operations Management and Supervision
University of Cincinnati College of Business 2003 — 2007
Bachelor of Business Administration (BBA)
Bruce Wei Bruce Wei's Transamerica Retirement Solutions Experience November 2013 - April 2014
Job Software Engineer at CDK Global
Industry Computer Software
Experience
CDK Global May 2014 - Present
Transamerica Retirement Solutions November 2013 - April 2014
Toyota Motor Sales June 2013 - October 2013
GridPoint September 2012 - June 2013
Mercury Systems May 2012 - September 2012
Skills
Java, JavaScript, REST, HTML 5, CSS3, Spring, Hibernate, Backbone.js, JPA, Node.js, jQuery, CoffeeScript, AngularJs, GruntJS, RequireJS, golang, Bootstrap, ReactJs/Flux, Spring Framework
Education
Texas A&M University 2009 — 2012
Master of Science (MS), Computer Science
CDK Global May 2014 - Present
Transamerica Retirement Solutions November 2013 - April 2014
Toyota Motor Sales June 2013 - October 2013
GridPoint September 2012 - June 2013
Mercury Systems May 2012 - September 2012
Skills
Java, JavaScript, REST, HTML 5, CSS3, Spring, Hibernate, Backbone.js, JPA, Node.js, jQuery, CoffeeScript, AngularJs, GruntJS, RequireJS, golang, Bootstrap, ReactJs/Flux, Spring Framework
Education
Texas A&M University 2009 — 2012
Master of Science (MS), Computer Science
Sally Rapp's Transamerica Retirement Solutions Experience July 2005 - February 2010
Job Owner/ Sales Manager at Rapp Payroll Solutions, LLC
Industry Accounting
Experience
Rapp Payroll Solutions December 2012 - Present
Rapp Payroll Solutions, LLC December 2012 - Present
Transamerica Retirement Solutions July 2005 - February 2010
Paychex Inc. October 1989 - July 2005
Skills
Public Speaking, Payroll, Payroll Taxes, Payroll Services, Certified Payroll, 401k plans, Cafeteria Plans, Human Resources, Networking, Process Improvement, 401k, Accounting, Training, Financial Reporting, Auditing, Benefits Administration, Analysis, Access, Tax, Sales, Internal Controls, Employee Benefits, Tax Preparation, Interviews, Customer Service, Defined Benefit, Insurance, Retirement, Pensions, Small Business, Strategic Financial..., Retirement Planning
Education
University of Rochester 1990 — 1995
Human Resources, 4.0
Meremac Community College 1985 — 1988
Business Administration, 3.85
Rapp Payroll Solutions December 2012 - Present
Rapp Payroll Solutions, LLC December 2012 - Present
Transamerica Retirement Solutions July 2005 - February 2010
Paychex Inc. October 1989 - July 2005
Skills
Public Speaking, Payroll, Payroll Taxes, Payroll Services, Certified Payroll, 401k plans, Cafeteria Plans, Human Resources, Networking, Process Improvement, 401k, Accounting, Training, Financial Reporting, Auditing, Benefits Administration, Analysis, Access, Tax, Sales, Internal Controls, Employee Benefits, Tax Preparation, Interviews, Customer Service, Defined Benefit, Insurance, Retirement, Pensions, Small Business, Strategic Financial..., Retirement Planning
Education
University of Rochester 1990 — 1995
Human Resources, 4.0
Meremac Community College 1985 — 1988
Business Administration, 3.85
Ronit Mohabber Ronit Mohabber's Transamerica Retirement Solutions Experience July 2012 - Present
Job Data Analyst at TransAmerica Retirement Solutions
Industry Financial Services
Experience
TransAmerica Retirement Solutions July 2012 - Present
The Senex Group September 2010 - July 2012
Buck Consultants October 2002 - August 2010
MetLife Investors 1999 - 2001
Skills
Mathematical Analysis, Highly Analytical, MS Excel, Microsoft Excel, Defined Benefit, Pensions, Analytical Skills
Education
Sharif University of Technology
Bachelor of Science, Applied Mathematics
TransAmerica Retirement Solutions July 2012 - Present
The Senex Group September 2010 - July 2012
Buck Consultants October 2002 - August 2010
MetLife Investors 1999 - 2001
Skills
Mathematical Analysis, Highly Analytical, MS Excel, Microsoft Excel, Defined Benefit, Pensions, Analytical Skills
Education
Sharif University of Technology
Bachelor of Science, Applied Mathematics
Charlie Avallone's Transamerica Retirement Solutions Experience August 2010 - Present
Job Associate Vice President, Director of Channel Communications at Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions August 2010 - Present
GreenLit Communications July 2007 - August 2010
American Funds 2001 - 2007
Mercer Human Resource Consulting 1999 - 2000
PricewaterhouseCoopers / Kwasha Lipton 1995 - 1999
Education
The College of New Jersey
Bachelor of Science, Business Management; Minor in Professional Writing
Transamerica Retirement Solutions August 2010 - Present
GreenLit Communications July 2007 - August 2010
American Funds 2001 - 2007
Mercer Human Resource Consulting 1999 - 2000
PricewaterhouseCoopers / Kwasha Lipton 1995 - 1999
Education
The College of New Jersey
Bachelor of Science, Business Management; Minor in Professional Writing
Adam Manning Adam Manning's Transamerica Retirement Solutions Experience October 2014 - Present
Job Manager, Personal Retirement Services at Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions October 2014 - Present
Transamerica Retirement Solutions December 2012 - October 2014
Ameriprise Financial Services, Inc. August 2011 - November 2012
University of Michigan November 2007 - May 2011
Education
University of Michigan 2007 — 2010
Bachelor of Arts (B.A.), Latin American and Caribbean Studies, Political Science
Transamerica Retirement Solutions October 2014 - Present
Transamerica Retirement Solutions December 2012 - October 2014
Ameriprise Financial Services, Inc. August 2011 - November 2012
University of Michigan November 2007 - May 2011
Education
University of Michigan 2007 — 2010
Bachelor of Arts (B.A.), Latin American and Caribbean Studies, Political Science
Ryan Flannery Ryan Flannery's Transamerica Retirement Solutions Experience October 2013 - Present
Job Retirement Planning Consultant at Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions October 2013 - Present
Transamerica Retirement Solutions August 2007 - October 2013
Skills
Retirement, Defined Benefit, 401k
Education
University College Cork
University of Northern Iowa
Bachelor of Arts (B.A.), Business Management; Human Resources Emphasis
Transamerica Retirement Solutions October 2013 - Present
Transamerica Retirement Solutions August 2007 - October 2013
Skills
Retirement, Defined Benefit, 401k
Education
University College Cork
University of Northern Iowa
Bachelor of Arts (B.A.), Business Management; Human Resources Emphasis
Bill Cannon, AIF®, ARPC Bill Cannon, AIF®, ARPC's Transamerica Retirement Solutions Experience April 2007 - April 2014
Job Director of Retirement Plan Services at Glass Jacobson Investment Advisors I Helping Our Clients Secure Retirement
Industry Financial Services
Experience
Glass Jacobson April 2014 - Present
Transamerica Retirement Solutions April 2007 - April 2014
Mutual of America November 2002 - April 2007
Skills
401k, Defined Benefit, Pensions, Retirement Plan..., Employee Benefits, Relationship Management, Defined Contribution, Retirement
Education
University of Maryland College Park 1986 — 1990
Bachelor of Science (B.Sc.), Consumer Economics & Finance
Glass Jacobson April 2014 - Present
Transamerica Retirement Solutions April 2007 - April 2014
Mutual of America November 2002 - April 2007
Skills
401k, Defined Benefit, Pensions, Retirement Plan..., Employee Benefits, Relationship Management, Defined Contribution, Retirement
Education
University of Maryland College Park 1986 — 1990
Bachelor of Science (B.Sc.), Consumer Economics & Finance
Catherine Doney Catherine Doney's Transamerica Retirement Solutions Experience September 2010 - June 2012
Job Advertising Review Analyst at Transamerica Financial Advisors, Inc.
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc. February 2013 - Present
Transamerica Financial Advisors, Inc. June 2012 - February 2013
Transamerica Retirement Solutions September 2010 - June 2012
Raymond James Financial Inc. February 2008 - May 2010
Raymond James Financial Inc. January 2007 - February 2008
Franklin Templeton Investments October 2005 - January 2007
Franklin Templeton Investments June 2004 - October 2005
Skills
Series 7, Series 24, Series 66
Education
University of Florida 2001 — 2004
Bachelor of Arts (B.A.), Business Administration and Management, General, Minor, Mass Communication
Transamerica Financial Advisors, Inc. February 2013 - Present
Transamerica Financial Advisors, Inc. June 2012 - February 2013
Transamerica Retirement Solutions September 2010 - June 2012
Raymond James Financial Inc. February 2008 - May 2010
Raymond James Financial Inc. January 2007 - February 2008
Franklin Templeton Investments October 2005 - January 2007
Franklin Templeton Investments June 2004 - October 2005
Skills
Series 7, Series 24, Series 66
Education
University of Florida 2001 — 2004
Bachelor of Arts (B.A.), Business Administration and Management, General, Minor, Mass Communication
Robert V. Schneider Robert V. Schneider's Transamerica Retirement Solutions Experience July 2012 - Present
Job Assistant Vice President, Marketing at Transamerica Retirement Solutions
Industry Marketing and Advertising
Experience
Transamerica Retirement Solutions July 2012 - Present
Schneider Communications September 2010 - July 2012
MetLife April 2011 - December 2011
Prudential Financial December 2004 - October 2010
CIGNA May 2002 - December 2004
Fidelity Investments June 2000 - January 2002
MassMutual Financial Group June 1999 - June 2000
The Hartford April 1992 - June 1999
The Hartford January 1989 - April 1992
Self-Employed January 1982 - January 1989
Skills
Marketing Strategy, Copywriting, Social Media, B2B, Thought Leadership, Budgeting, Corporate Communications, Email Marketing, Direct Mail, Marketing Communications, Internal Communications, Advertising, Brand Development, Direct Marketing, Digital Marketing, Social Media Marketing, Online Marketing, Public Relations, Lead Generation, Strategic Planning, Market Research, Marketing Management, Creative Development, Customer Relations, Product Marketing, Budget Management, Media Relations, New Business Development, Social Networking, Writing, Public Speaking, Promotions, Press Releases, Event Management, Account Management, Corporate Branding, Strategic Communications, Marketing Research, Facebook, Budgets, Creative Direction, Marketing, Customer Service, Business Development, Newsletters, CRM, Management, Project Management, Web Content, Leadership
Education
Medill School of Journalism - Northwestern University 2013 — 2016
Master of Science (MS), Integrated Marketing Communications
Trinity College-Hartford 1975 — 1981
BA, History
Transamerica Retirement Solutions July 2012 - Present
Schneider Communications September 2010 - July 2012
MetLife April 2011 - December 2011
Prudential Financial December 2004 - October 2010
CIGNA May 2002 - December 2004
Fidelity Investments June 2000 - January 2002
MassMutual Financial Group June 1999 - June 2000
The Hartford April 1992 - June 1999
The Hartford January 1989 - April 1992
Self-Employed January 1982 - January 1989
Skills
Marketing Strategy, Copywriting, Social Media, B2B, Thought Leadership, Budgeting, Corporate Communications, Email Marketing, Direct Mail, Marketing Communications, Internal Communications, Advertising, Brand Development, Direct Marketing, Digital Marketing, Social Media Marketing, Online Marketing, Public Relations, Lead Generation, Strategic Planning, Market Research, Marketing Management, Creative Development, Customer Relations, Product Marketing, Budget Management, Media Relations, New Business Development, Social Networking, Writing, Public Speaking, Promotions, Press Releases, Event Management, Account Management, Corporate Branding, Strategic Communications, Marketing Research, Facebook, Budgets, Creative Direction, Marketing, Customer Service, Business Development, Newsletters, CRM, Management, Project Management, Web Content, Leadership
Education
Medill School of Journalism - Northwestern University 2013 — 2016
Master of Science (MS), Integrated Marketing Communications
Trinity College-Hartford 1975 — 1981
BA, History
Erin Walters Erin Walters's Transamerica Retirement Solutions Experience January 2015 - Present
Job TPA Vice President at Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions January 2015 - Present
Skills
401k, Retirement, Financial Services, Retirement Planning, Pensions, New Business Development, Investments, Employee Benefits, Wealth Management, Sales, Defined Benefit, Retirement Plan..., ERISA, Series 6, Series 7, Defined Contribution, Qualified Retirement..., Profit Sharing, Uniform Combined State..., Pension Administration, Marketing, Building Relationships
Education
University of Phoenix 2007 — 2008
Master of Business Administration (MBA)
University of Wisconsin-Oshkosh 2000 — 2004
Bachelors of Business Administration
Transamerica Retirement Solutions January 2015 - Present
Skills
401k, Retirement, Financial Services, Retirement Planning, Pensions, New Business Development, Investments, Employee Benefits, Wealth Management, Sales, Defined Benefit, Retirement Plan..., ERISA, Series 6, Series 7, Defined Contribution, Qualified Retirement..., Profit Sharing, Uniform Combined State..., Pension Administration, Marketing, Building Relationships
Education
University of Phoenix 2007 — 2008
Master of Business Administration (MBA)
University of Wisconsin-Oshkosh 2000 — 2004
Bachelors of Business Administration
Jolene Crittenden Jolene Crittenden's Transamerica Retirement Solutions Experience May 2000 - Present
Job Vice President, Business Administration at Transamerica Retirement Services
Industry Financial Services
Experience
Transamerica Retirement Solutions May 2000 - Present
Paychex May 1994 - May 2000
Skills
Financial Services, Series 26, Series 6, Series 63, Project Management, Business Planning, Business Continuity..., Operational Risk..., 401k, Pivotal CRM, Sales Management, Relationship Management, Business Development, Customer Service, Strategy, Management, Mutual Funds, Defined Contribution, Investments, Retirement Planning, ERISA, Strategic Financial..., FINRA, Retirement, Risk Management
Education
University of California, Los Angeles 1989 — 1993
Bachelor's degree, Business/Managerial Economics
Transamerica Retirement Solutions May 2000 - Present
Paychex May 1994 - May 2000
Skills
Financial Services, Series 26, Series 6, Series 63, Project Management, Business Planning, Business Continuity..., Operational Risk..., 401k, Pivotal CRM, Sales Management, Relationship Management, Business Development, Customer Service, Strategy, Management, Mutual Funds, Defined Contribution, Investments, Retirement Planning, ERISA, Strategic Financial..., FINRA, Retirement, Risk Management
Education
University of California, Los Angeles 1989 — 1993
Bachelor's degree, Business/Managerial Economics
Shana Schaefer Shana Schaefer's Transamerica Retirement Solutions Experience May 2009 - June 2015
Job Client Executive at Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions May 2009 - June 2015
Hills Bank and Trust Company November 1999 - May 2009
Skills
Retirement Plan..., Business Relationship..., Series 6, 401k, CMS, 403 b, Relius Administration, GBA, Investments, Defined Benefit, Process Improvement, ERISA, Retirement, Retirement Planning
Education
University of Iowa - Henry B. Tippie College of Business 2004 — 2007
Master of Business Administration
University of Iowa 1994 — 1998
Bachelor of Arts, Psychology
Transamerica Retirement Solutions May 2009 - June 2015
Hills Bank and Trust Company November 1999 - May 2009
Skills
Retirement Plan..., Business Relationship..., Series 6, 401k, CMS, 403 b, Relius Administration, GBA, Investments, Defined Benefit, Process Improvement, ERISA, Retirement, Retirement Planning
Education
University of Iowa - Henry B. Tippie College of Business 2004 — 2007
Master of Business Administration
University of Iowa 1994 — 1998
Bachelor of Arts, Psychology
JP Helgens JP Helgens's Transamerica Retirement Solutions Experience August 2011 - June 2014
Job Internal Sales Consultant at BMO Global Asset Management
Industry Financial Services
Experience
BMO Global Asset Management June 2014 - Present
Transamerica Retirement Solutions August 2011 - June 2014
Diversified Investment Advisors March 2010 - July 2011
Education
University of Northern Iowa 2005 — 2009
Bachelor of Arts, Business Administration; Supply Chain Management
BMO Global Asset Management June 2014 - Present
Transamerica Retirement Solutions August 2011 - June 2014
Diversified Investment Advisors March 2010 - July 2011
Education
University of Northern Iowa 2005 — 2009
Bachelor of Arts, Business Administration; Supply Chain Management
Maria DiManna Maria DiManna's Transamerica Retirement Solutions Experience April 2013 - November 2013
Job Marketing and Social Media Coordinator at Thomas Pollart & Miller LLC
Industry Newspapers
Experience
Thomas Pollart & Miller LLC March 2015 - Present
Creating Your Space February 2015 - Present
Zisman, Ingraham & Mong, P.C. December 2013 - January 2015
Transamerica Retirement Solutions April 2013 - November 2013
Clarion Inn DIA August 2012 - March 2013
University of Colorado at Boulder August 2011 - May 2012
The Greeley Tribune May 2011 - August 2011
Skills
Journalism, Ap Style, News Writing, Editing, Newspaper, Copy Editing, Blogging, Feature Articles, Online Journalism, Social Media, Storytelling, Press Releases, Creative Writing, Facebook, InDesign, AP Style
Education
University of Colorado at Boulder 2009 — 2012
Bachelor's degree, Journalism
Suffolk University, Madrid 2008 — 2009
Bachelor's degree, open major
Thomas Pollart & Miller LLC March 2015 - Present
Creating Your Space February 2015 - Present
Zisman, Ingraham & Mong, P.C. December 2013 - January 2015
Transamerica Retirement Solutions April 2013 - November 2013
Clarion Inn DIA August 2012 - March 2013
University of Colorado at Boulder August 2011 - May 2012
The Greeley Tribune May 2011 - August 2011
Skills
Journalism, Ap Style, News Writing, Editing, Newspaper, Copy Editing, Blogging, Feature Articles, Online Journalism, Social Media, Storytelling, Press Releases, Creative Writing, Facebook, InDesign, AP Style
Education
University of Colorado at Boulder 2009 — 2012
Bachelor's degree, Journalism
Suffolk University, Madrid 2008 — 2009
Bachelor's degree, open major
Andrew Lollback's Transamerica Retirement Solutions Experience January 2014 - Present
Job Transition Manager at Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions January 2014 - Present
Transamerica Retirement Solutions January 2012 - December 2013
MidWestOne Investments December 2010 - January 2012
MidWestOne Bank December 2007 - December 2010
Skills
Series 7 & 66 Licensed, Series 7, Retirement Planning, Pensions, Investments, 401k, Defined Benefit, FINRA, Series 63, Insurance, Financial Services, Retirement, Securities, Relationship Management, Strategic Financial..., Loans, Banking
Education
University of Iowa 2006 — 2007
University of Iowa - Henry B. Tippie College of Business, Economics
The University of Newcastle Australia 2004 — 2007
Bachelor of Arts (B.A.) Business and Economics, International Business and Money Banking and Finance
Transamerica Retirement Solutions January 2014 - Present
Transamerica Retirement Solutions January 2012 - December 2013
MidWestOne Investments December 2010 - January 2012
MidWestOne Bank December 2007 - December 2010
Skills
Series 7 & 66 Licensed, Series 7, Retirement Planning, Pensions, Investments, 401k, Defined Benefit, FINRA, Series 63, Insurance, Financial Services, Retirement, Securities, Relationship Management, Strategic Financial..., Loans, Banking
Education
University of Iowa 2006 — 2007
University of Iowa - Henry B. Tippie College of Business, Economics
The University of Newcastle Australia 2004 — 2007
Bachelor of Arts (B.A.) Business and Economics, International Business and Money Banking and Finance
Christine DeVries's Transamerica Retirement Solutions Experience March 2008 - Present
Job Retirement Plan Consultant at Transamerica
Industry Financial Services
Experience
Transamerica Retirement Solutions March 2008 - Present
Wells Fargo Advisors May 2004 - March 2008
Bank One December 2002 - May 2004
Abio Financial Group March 2002 - October 2002
Christine Curtsinger 1999 - 2002
Skills
Retirement, Retirement Planning, Investments, 401k, Financial Advisory, Series 63, Investment Advisory, Strategic Financial..., IRAs, Mutual Funds, Series 7, Employee Benefits, Asset Allocation, Retirement Plan..., Financial Services, Wealth Management, Time Management, Fiduciary, Public Speaking, Mentoring New Hires, Team Building, Financial Planning
Education
St. John's University
Master's degree
The University of Dallas
Bachelor's Degree, Liberal Arts and Sciences/Liberal Studies
Transamerica Retirement Solutions March 2008 - Present
Wells Fargo Advisors May 2004 - March 2008
Bank One December 2002 - May 2004
Abio Financial Group March 2002 - October 2002
Christine Curtsinger 1999 - 2002
Skills
Retirement, Retirement Planning, Investments, 401k, Financial Advisory, Series 63, Investment Advisory, Strategic Financial..., IRAs, Mutual Funds, Series 7, Employee Benefits, Asset Allocation, Retirement Plan..., Financial Services, Wealth Management, Time Management, Fiduciary, Public Speaking, Mentoring New Hires, Team Building, Financial Planning
Education
St. John's University
Master's degree
The University of Dallas
Bachelor's Degree, Liberal Arts and Sciences/Liberal Studies
Harriet Clift, CRPC®'s Transamerica Retirement Solutions Experience July 2011 - Present
Job Retirement Planning Consultant at Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions July 2011 - Present
SunTrust Bank May 2006 - July 2011
Skills
Retirement Planning, Retirement, Series 7, Sales, 401k, Investments, Asset Allocation, Pensions, Mutual Funds, Fixed Annuities, Series 63
Education
Tulane University 1981 — 1985
B.A.
Transamerica Retirement Solutions July 2011 - Present
SunTrust Bank May 2006 - July 2011
Skills
Retirement Planning, Retirement, Series 7, Sales, 401k, Investments, Asset Allocation, Pensions, Mutual Funds, Fixed Annuities, Series 63
Education
Tulane University 1981 — 1985
B.A.
Rick Fuerman Rick Fuerman's Transamerica Retirement Solutions Experience October 2010 - November 2013
Job Vice President, Head of Marketing and Communications at Lightstone
Industry Financial Services
Experience
Lightstone April 2014 - Present
Transamerica Retirement Solutions October 2010 - November 2013
OppenheimerFunds July 2006 - January 2009
ICMA-RC 2004 - 2006
The Newport Group 2003 - 2004
New York Life Investment Management 2001 - 2002
New York Life Investment Management 2000 - 2001
New York Life Investment Management 1998 - 2000
UAM Retirement Services 1996 - 1998
Skills
Mutual Funds, Investments, Retirement, Alternative Investments, REIT, Leadership, Financial Services, Retirement Planning, 401k, Marketing Strategy, Marketing Communications, Business Planning, Direct Marketing, Product Management, Product Marketing, Asset Management, Marketing, Social Media Marketing, Strategic Planning, Defined Benefit, IRA's, FINRA, New Business Development, Customer Service, Product Development, Pensions, ERISA, Consultative Selling, Thought Leadership, Customer Relations, Competitive Analysis, Variable Annuities, B2B Marketing, Creative Direction, Management, Strategy, Business Development, Sales
Education
MBA, Temple University- Fox School of Business
Master of Business Administration (M.B.A.)
Wilkes University
B.S., Business Administration
The Hill School
Lightstone April 2014 - Present
Transamerica Retirement Solutions October 2010 - November 2013
OppenheimerFunds July 2006 - January 2009
ICMA-RC 2004 - 2006
The Newport Group 2003 - 2004
New York Life Investment Management 2001 - 2002
New York Life Investment Management 2000 - 2001
New York Life Investment Management 1998 - 2000
UAM Retirement Services 1996 - 1998
Skills
Mutual Funds, Investments, Retirement, Alternative Investments, REIT, Leadership, Financial Services, Retirement Planning, 401k, Marketing Strategy, Marketing Communications, Business Planning, Direct Marketing, Product Management, Product Marketing, Asset Management, Marketing, Social Media Marketing, Strategic Planning, Defined Benefit, IRA's, FINRA, New Business Development, Customer Service, Product Development, Pensions, ERISA, Consultative Selling, Thought Leadership, Customer Relations, Competitive Analysis, Variable Annuities, B2B Marketing, Creative Direction, Management, Strategy, Business Development, Sales
Education
MBA, Temple University- Fox School of Business
Master of Business Administration (M.B.A.)
Wilkes University
B.S., Business Administration
The Hill School
Jerry John Jerry John's Transamerica Retirement Solutions Experience December 2008 - Present
Job Data Analyst at Transamerica Retirement Services
Industry Financial Services
Experience
Transamerica Retirement Solutions December 2008 - Present
MarketSource Inc. August 2005 - Present
CreditRiskMonitor July 2005 - December 2008
Kelly Services September 2004 - March 2005
Kelly Services October 2003 - January 2004
Skills
Sales, Business Analysis, Strategic Planning, Customer Service, Financial Analysis, New Business Development, Microsoft Excel, Morningstar, MPI Stylus, HTML, SQL, Financial Reporting, Access, Sales Process, Salesforce.com, Process Improvement, Team Leadership, PowerPoint, Insurance, Account Management, Management, Risk Management, Project Management, Marketing, Product Knowledge, Bloomberg Terminal, Morningstar Direct, Great Motivator, Cross Functional Team..., Team Building, Databases, Fact Sheets, Dreamweaver, Photoshop, Sales Operations, Quality Assurance, Call Centers, Troubleshooting, Training, CRM, Data Analysis, Business Intelligence, Financial Services, Business Development, Vendor Management, Banking, Microsoft Office, Mutual Funds, Finance, Leadership
Education
Saint Thomas Aquinas College
Business Administration, Management Information Systems
Transamerica Retirement Solutions December 2008 - Present
MarketSource Inc. August 2005 - Present
CreditRiskMonitor July 2005 - December 2008
Kelly Services September 2004 - March 2005
Kelly Services October 2003 - January 2004
Skills
Sales, Business Analysis, Strategic Planning, Customer Service, Financial Analysis, New Business Development, Microsoft Excel, Morningstar, MPI Stylus, HTML, SQL, Financial Reporting, Access, Sales Process, Salesforce.com, Process Improvement, Team Leadership, PowerPoint, Insurance, Account Management, Management, Risk Management, Project Management, Marketing, Product Knowledge, Bloomberg Terminal, Morningstar Direct, Great Motivator, Cross Functional Team..., Team Building, Databases, Fact Sheets, Dreamweaver, Photoshop, Sales Operations, Quality Assurance, Call Centers, Troubleshooting, Training, CRM, Data Analysis, Business Intelligence, Financial Services, Business Development, Vendor Management, Banking, Microsoft Office, Mutual Funds, Finance, Leadership
Education
Saint Thomas Aquinas College
Business Administration, Management Information Systems
Andy Lumb Andy Lumb's Transamerica Retirement Solutions Experience April 2004 - May 2014
Job Alternative investment analyst at MainePERS
Industry Investment Management
Experience
MainePERS June 2014 - Present
Transamerica Retirement Solutions April 2004 - May 2014
Diversified Investment Advisors May 2006 - November 2008
Diversified Investment Advisors April 2004 - May 2006
Aetna July 2002 - October 2003
Skills
Pensions, Investments, Defined Benefit, 401k, Actuarial Science, Statistics, Data Analysis, Data Management, Project Management, Asset Allocation, Financial Modeling
Education
Trinity College 1998 — 2002
Bachelor of Science (BS), Mathematics
MainePERS June 2014 - Present
Transamerica Retirement Solutions April 2004 - May 2014
Diversified Investment Advisors May 2006 - November 2008
Diversified Investment Advisors April 2004 - May 2006
Aetna July 2002 - October 2003
Skills
Pensions, Investments, Defined Benefit, 401k, Actuarial Science, Statistics, Data Analysis, Data Management, Project Management, Asset Allocation, Financial Modeling
Education
Trinity College 1998 — 2002
Bachelor of Science (BS), Mathematics
Tom Briggs's Transamerica Retirement Solutions Experience November 2005 - Present
Job Regional Vice President at Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions November 2005 - Present
Ivy Funds November 2004 - November 2005
UBS December 2001 - December 2003
PLANCO 2002 - 2003
INVESCO 1997 - 2002
Skills
Mutual Funds, 401k, Fixed Annuities, Financial Services, Finance, Variable Annuities, Financial Planners, Series 63, Series 7, Retirement Planning, Retirement, Investments, Series 6, Wealth Management, Asset Allocation, Alternative Investments, Strategic Financial..., Investment Advisory, Insurance, Asset Management
Education
University of Colorado Boulder - Leeds School of Business 1993 — 1997
BS, Finance
Smoky Hill High School 1989 — 1993
willow creek elementary
Transamerica Retirement Solutions November 2005 - Present
Ivy Funds November 2004 - November 2005
UBS December 2001 - December 2003
PLANCO 2002 - 2003
INVESCO 1997 - 2002
Skills
Mutual Funds, 401k, Fixed Annuities, Financial Services, Finance, Variable Annuities, Financial Planners, Series 63, Series 7, Retirement Planning, Retirement, Investments, Series 6, Wealth Management, Asset Allocation, Alternative Investments, Strategic Financial..., Investment Advisory, Insurance, Asset Management
Education
University of Colorado Boulder - Leeds School of Business 1993 — 1997
BS, Finance
Smoky Hill High School 1989 — 1993
willow creek elementary
Tom Tielbur Tom Tielbur's Transamerica Retirement Solutions Experience April 2013 - Present
Job Client Executive at Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions April 2013 - Present
Diversified March 2010 - April 2013
Diversified March 2009 - February 2011
TRANSAMERICA Diversified March 2009 - February 2011
Northern Iowa Management Association, The University of Northern Iowa January 2007 - December 2008
Skills
Individual Pension Plans, Customer Service, ERISA, Microsoft Excel, Retirement Benefits, CEBS, FLMI, 401k, Relationship Management, Series 63, Series 6, Retirement Plan..., Investments, Qualified Retirement..., Employee Benefits, Manage Client..., Mutual Funds, Sales, Retirement Planning, Retirement
Education
Mt. Mercy University 2011 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General
Mt. Mercy University
B.B.A, Finance
University of Northern Iowa 2004 — 2008
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
University of Northern Iowa
B.B.A, Management
Transamerica Retirement Solutions April 2013 - Present
Diversified March 2010 - April 2013
Diversified March 2009 - February 2011
TRANSAMERICA Diversified March 2009 - February 2011
Northern Iowa Management Association, The University of Northern Iowa January 2007 - December 2008
Skills
Individual Pension Plans, Customer Service, ERISA, Microsoft Excel, Retirement Benefits, CEBS, FLMI, 401k, Relationship Management, Series 63, Series 6, Retirement Plan..., Investments, Qualified Retirement..., Employee Benefits, Manage Client..., Mutual Funds, Sales, Retirement Planning, Retirement
Education
Mt. Mercy University 2011 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General
Mt. Mercy University
B.B.A, Finance
University of Northern Iowa 2004 — 2008
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
University of Northern Iowa
B.B.A, Management
Tracey Larsen, CRPC® Tracey Larsen, CRPC®'s Transamerica Retirement Solutions Experience March 2015 - Present
Job Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions March 2015 - Present
Ameriprise Financial Services, Inc. October 2012 - February 2015
Fidelity Investments March 1989 - February 1991
Bank of America July 1987 - February 1989
Education
Texas Tech University
BBA, Marketing
Transamerica Retirement Solutions March 2015 - Present
Ameriprise Financial Services, Inc. October 2012 - February 2015
Fidelity Investments March 1989 - February 1991
Bank of America July 1987 - February 1989
Education
Texas Tech University
BBA, Marketing
Andrea Wolfson Stone Andrea Wolfson Stone's Transamerica Retirement Solutions Experience May 1998 - July 2014
Job Transition Manager, TIAACREF
Industry Financial Services
Experience
TIAA-CREF July 2014 - Present
Transamerica Retirement Solutions May 1998 - July 2014
Dreyfus October 1992 - May 1998
Skills
401k, Relationship Management, Retirement, Pensions, Defined Benefit, Project Management, Deferred Compensation, Public Speaking, Account Management, Series 6, Process Improvement, Analysis, Business Analysis, Defined Contribution, ERISA, Employee Benefits, Financial Services, Management, Mutual Funds, Outsourcing, Retirement Planning, Retirement Plan..., Strategic Planning
Education
Skidmore College 1986 — 1990
BS, Business
Woodmere Academy
TIAA-CREF July 2014 - Present
Transamerica Retirement Solutions May 1998 - July 2014
Dreyfus October 1992 - May 1998
Skills
401k, Relationship Management, Retirement, Pensions, Defined Benefit, Project Management, Deferred Compensation, Public Speaking, Account Management, Series 6, Process Improvement, Analysis, Business Analysis, Defined Contribution, ERISA, Employee Benefits, Financial Services, Management, Mutual Funds, Outsourcing, Retirement Planning, Retirement Plan..., Strategic Planning
Education
Skidmore College 1986 — 1990
BS, Business
Woodmere Academy
Carolyn Bremer's Transamerica Retirement Solutions Experience November 1984 - Present
Job Regional Vice President, Client Relationship Development at Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions November 1984 - Present
Skills
Retirement Planning, Series 6, Series 63, 401k, Mutual Funds, Retirement
Education
University of North Carolina at Chapel Hill
Transamerica Retirement Solutions November 1984 - Present
Skills
Retirement Planning, Series 6, Series 63, 401k, Mutual Funds, Retirement
Education
University of North Carolina at Chapel Hill
Jeffrey Ramos Jeffrey Ramos's Transamerica Retirement Solutions Experience June 2013 - September 2013
Job Digital Specialist at L.A. Care Health Plan
Industry Hospital & Health Care
Experience
L.A. Care Health Plan September 2014 - Present
Santa Clara University Religious Studies/Modern Languages/Philosophy Departments August 2012 - June 2014
Santa Clara University September 2011 - June 2014
HomeBoy Industries July 2013 - September 2013
Transamerica Retirement Solutions June 2013 - September 2013
Santa Clara University September 2011 - June 2013
NBCUniversal, Inc. January 2012 - May 2012
KSCU 103.3FM September 2011 - May 2012
Wolfgang Puck Catering July 2011 - September 2011
Skills
Marketing, Photoshop, Web Design, Web Development, Marketing Communications, Public Speaking, Web Analytics, Drupal, Web Content Management, User Experience, User Interface Design, Web Content Creation, Web Marketing, Cross-browser..., Google Analytics, Usability Testing, Project Management, Assembla, Email Marketing, Constant Contact, MailChimp, CommonSpot, Sales & Marketing..., Microsoft Office, Microsoft Excel, Document Management, Consulting, Microsoft Word, Communication, Qualtrics, Outlook, Windows 7, Mac OS, PowerPoint, Access
Education
Santa Clara University 2010 — 2014
Bachelor of Arts (BA) & Bachelor of Science (BS), Communication & Anthropology (Applied Anthropology Emphasis), Minor: English
L.A. Care Health Plan September 2014 - Present
Santa Clara University Religious Studies/Modern Languages/Philosophy Departments August 2012 - June 2014
Santa Clara University September 2011 - June 2014
HomeBoy Industries July 2013 - September 2013
Transamerica Retirement Solutions June 2013 - September 2013
Santa Clara University September 2011 - June 2013
NBCUniversal, Inc. January 2012 - May 2012
KSCU 103.3FM September 2011 - May 2012
Wolfgang Puck Catering July 2011 - September 2011
Skills
Marketing, Photoshop, Web Design, Web Development, Marketing Communications, Public Speaking, Web Analytics, Drupal, Web Content Management, User Experience, User Interface Design, Web Content Creation, Web Marketing, Cross-browser..., Google Analytics, Usability Testing, Project Management, Assembla, Email Marketing, Constant Contact, MailChimp, CommonSpot, Sales & Marketing..., Microsoft Office, Microsoft Excel, Document Management, Consulting, Microsoft Word, Communication, Qualtrics, Outlook, Windows 7, Mac OS, PowerPoint, Access
Education
Santa Clara University 2010 — 2014
Bachelor of Arts (BA) & Bachelor of Science (BS), Communication & Anthropology (Applied Anthropology Emphasis), Minor: English
Jared Hyman Jared Hyman's Transamerica Retirement Solutions Experience March 2015 - Present
Job 401(k) Sales Assistant at Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions March 2015 - Present
Charles Schwab July 2014 - February 2015
Integral Resources April 2012 - May 2014
The Garage Team Mazda May 2013 - August 2013
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Teamwork, Financial Analysis, Public Speaking, Databases, Leadership, Event Planning, Event Management, Fundraising, Social Media, Facebook, Microsoft Office, Social Networking
Education
University of Missouri-Columbia 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, Economics, Banking
Tesoro High School 2006 — 2010
Transamerica Retirement Solutions March 2015 - Present
Charles Schwab July 2014 - February 2015
Integral Resources April 2012 - May 2014
The Garage Team Mazda May 2013 - August 2013
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Teamwork, Financial Analysis, Public Speaking, Databases, Leadership, Event Planning, Event Management, Fundraising, Social Media, Facebook, Microsoft Office, Social Networking
Education
University of Missouri-Columbia 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, Economics, Banking
Tesoro High School 2006 — 2010
Ryan Pittinger, MBA, QKA, TGPC Ryan Pittinger, MBA, QKA, TGPC's Transamerica Retirement Solutions Experience May 2015 - Present
Job Director, Client Executive at Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions May 2015 - Present
CBIZ April 2013 - May 2015
Charles Schwab April 2004 - April 2013
Skills
Management, Customer Satisfaction, Accounting, Business Process, Mergers & Acquisitions, Cross-functional Team..., Team Leadership, Process Improvement, Time Management, Team Building, Financial Analysis, Employee Benefits, Analysis, Retirement Plan..., Retirement Planning, Leadership, 401k, Retirement, Investments, Financial Services, Mutual Funds
Education
The University of Phoenix
Master of Business Administration (M.B.A.), Business Administration and Management, General
The University of Akron 1999 — 2004
Accounting, Business
Jackson High School 1996 — 1999
College/University Preparatory and Advanced High School/Secondary Diploma Program
Transamerica Retirement Solutions May 2015 - Present
CBIZ April 2013 - May 2015
Charles Schwab April 2004 - April 2013
Skills
Management, Customer Satisfaction, Accounting, Business Process, Mergers & Acquisitions, Cross-functional Team..., Team Leadership, Process Improvement, Time Management, Team Building, Financial Analysis, Employee Benefits, Analysis, Retirement Plan..., Retirement Planning, Leadership, 401k, Retirement, Investments, Financial Services, Mutual Funds
Education
The University of Phoenix
Master of Business Administration (M.B.A.), Business Administration and Management, General
The University of Akron 1999 — 2004
Accounting, Business
Jackson High School 1996 — 1999
College/University Preparatory and Advanced High School/Secondary Diploma Program
Linda Kurz Linda Kurz's Transamerica Retirement Solutions Experience June 2013 - Present
Job Vice President of Sales Special Markets at Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions June 2013 - Present
Transamerica Retirement Services May 2010 - August 2013
ING March 2000 - May 2010
Uniglobal Pension Planning February 1996 - March 2000
Skills
NASD Series 6, NASD Series 63, Life/Health Insurance...
Education
Mary Washington College 1983 — 1987
Bachelor of Science, Business Administration
Alleghany County High School 1979 — 1983
Transamerica Retirement Solutions June 2013 - Present
Transamerica Retirement Services May 2010 - August 2013
ING March 2000 - May 2010
Uniglobal Pension Planning February 1996 - March 2000
Skills
NASD Series 6, NASD Series 63, Life/Health Insurance...
Education
Mary Washington College 1983 — 1987
Bachelor of Science, Business Administration
Alleghany County High School 1979 — 1983
Jeff Jakubasz Jeff Jakubasz's Transamerica Retirement Solutions Experience April 2005 - Present
Job Portfolio Strategist at Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions April 2005 - Present
MassMutual Financial Group May 1991 - April 2005
Skills
Series 7, CFA, Series 63, Chartered Financial...
Education
University of Massachusetts, Amherst 1986 — 1991
BA, History
Western New England College
MBA, Business
Transamerica Retirement Solutions April 2005 - Present
MassMutual Financial Group May 1991 - April 2005
Skills
Series 7, CFA, Series 63, Chartered Financial...
Education
University of Massachusetts, Amherst 1986 — 1991
BA, History
Western New England College
MBA, Business
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
Robert Jacoy's Transamerica Retirement Solutions Experience May 2011 - Present
Job Request for Proposal (RFP) Specialist at Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions May 2011 - Present
Transamerica Retirement Solutions November 1999 - May 2011
Pasadena Maple Leafs Hockey Club 2006 - 2010
California Street Hockey Association (CSHA) 1992 - 2006
CNA Trust (CNA Insurance) September 1996 - January 1999
Jacoy Enterprises June 1993 - September 1996
Primerica Financial Services October 1991 - June 1993
Skills
Technical Writing, General Business..., Consultation, Coaching, Analysis, Organizational..., Compliance, Team Building, Client Relationship..., Customer Relations, Documentation, Excel, Mentoring, Quality, Research, Problem Solving, Troubleshooting, Business, Innovation, Italian, Microsoft Excel, Microsoft Word, Creative Writing, Youth Development, CRM, Retirement, Software Documentation, 401k, Leadership, Investments, ERISA, Finance, Pensions, Business Planning, Defined Contribution, Asset Allocation, FINRA, Series 7, Management, Financial Services, Retirement Plan..., Securities, Qualified Retirement..., Defined Benefit, Mutual Funds, Insurance, Relationship Management, Financial Planning, Customer Service, Retirement Planning
Education
University of La Verne
Bachelors of Science, Business Administration
Transamerica Retirement Solutions May 2011 - Present
Transamerica Retirement Solutions November 1999 - May 2011
Pasadena Maple Leafs Hockey Club 2006 - 2010
California Street Hockey Association (CSHA) 1992 - 2006
CNA Trust (CNA Insurance) September 1996 - January 1999
Jacoy Enterprises June 1993 - September 1996
Primerica Financial Services October 1991 - June 1993
Skills
Technical Writing, General Business..., Consultation, Coaching, Analysis, Organizational..., Compliance, Team Building, Client Relationship..., Customer Relations, Documentation, Excel, Mentoring, Quality, Research, Problem Solving, Troubleshooting, Business, Innovation, Italian, Microsoft Excel, Microsoft Word, Creative Writing, Youth Development, CRM, Retirement, Software Documentation, 401k, Leadership, Investments, ERISA, Finance, Pensions, Business Planning, Defined Contribution, Asset Allocation, FINRA, Series 7, Management, Financial Services, Retirement Plan..., Securities, Qualified Retirement..., Defined Benefit, Mutual Funds, Insurance, Relationship Management, Financial Planning, Customer Service, Retirement Planning
Education
University of La Verne
Bachelors of Science, Business Administration
Brendan Hyde, RPA, CRPS® Brendan Hyde, RPA, CRPS®'s Transamerica Retirement Solutions Experience March 2015 - Present
Job Regional Vice President at Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions March 2015 - Present
Principal Financial Group March 2011 - March 2015
Principal Financial Group August 2009 - March 2011
Principal Financial Group June 2007 - August 2009
John Hancock Life Insurance Company (U.S.A.) January 2005 - September 2006
Skills
401k, Retirement, Series 63, ERISA, Retirement Planning, Employee Benefits, Series 7, Defined Benefit, Investments, Mutual Funds, Strategic Financial..., Securities, Insurance, Fixed Annuities, Series 6, Retirement Plan..., Health Insurance, IRAs, Pensions, Wealth Management
Education
State University of New York College at Cortland 2000 — 2004
Bachelor's Degree, Economics
Saint John's High School 1995 — 1999
High School
Transamerica Retirement Solutions March 2015 - Present
Principal Financial Group March 2011 - March 2015
Principal Financial Group August 2009 - March 2011
Principal Financial Group June 2007 - August 2009
John Hancock Life Insurance Company (U.S.A.) January 2005 - September 2006
Skills
401k, Retirement, Series 63, ERISA, Retirement Planning, Employee Benefits, Series 7, Defined Benefit, Investments, Mutual Funds, Strategic Financial..., Securities, Insurance, Fixed Annuities, Series 6, Retirement Plan..., Health Insurance, IRAs, Pensions, Wealth Management
Education
State University of New York College at Cortland 2000 — 2004
Bachelor's Degree, Economics
Saint John's High School 1995 — 1999
High School
Brian Gupton's Transamerica Retirement Solutions Experience 2008 - January 2015
Job Vice PresidentSales and Strategic Relationships at Prudential Financial
Industry Financial Services
Experience
Prudential Financial January 2015 - Present
Transamerica Retirement Solutions 2008 - January 2015
GenSpring Family Offices 2007 - 2008
AllianceBernstein 2001 - 2007
Trusco Capital Management 1997 - 2001
Synovus Trust Company 1993 - 1997
Trust Company of the South 1990 - 1993
Skills
Investments, Financial Services, Retirement Planning, Strategy, Leadership, 401k, Business Planning, New Business Development, Mutual Funds, Retirement Plan..., Series 63, Retirement, Asset Allocation, Wealth Management, Sales, Sales Management, Investment Management, Series 65, Pensions, Investment Advisory, Alternative Investments, Defined Benefit, Business Strategy, Financial Advisory, ERISA, Defined Contribution, Qualified Retirement...
Education
Trinity College-Hartford
BA, Economics
Trinity College-Hartford
MA Economics
Prudential Financial January 2015 - Present
Transamerica Retirement Solutions 2008 - January 2015
GenSpring Family Offices 2007 - 2008
AllianceBernstein 2001 - 2007
Trusco Capital Management 1997 - 2001
Synovus Trust Company 1993 - 1997
Trust Company of the South 1990 - 1993
Skills
Investments, Financial Services, Retirement Planning, Strategy, Leadership, 401k, Business Planning, New Business Development, Mutual Funds, Retirement Plan..., Series 63, Retirement, Asset Allocation, Wealth Management, Sales, Sales Management, Investment Management, Series 65, Pensions, Investment Advisory, Alternative Investments, Defined Benefit, Business Strategy, Financial Advisory, ERISA, Defined Contribution, Qualified Retirement...
Education
Trinity College-Hartford
BA, Economics
Trinity College-Hartford
MA Economics
Michelle Bower Michelle Bower's Transamerica Retirement Solutions Experience January 2015 - Present
Job Vice President, Business Development Manager at Transamerica
Industry Financial Services
Experience
Transamerica Retirement Solutions January 2015 - Present
Transamerica October 2013 - Present
Skills
Series 7, Retirement Planning, 401k, Retirement, Series 63, Investment Advisory, Retirement Plan..., Sales
Education
The University of Chicago - Booth School of Business 1996 — 1998
MBA, Business Strategy
University of California, Los Angeles 1988 — 1992
BA, Economics
Calabasas High School 1984 — 1988
Economics
Transamerica Retirement Solutions January 2015 - Present
Transamerica October 2013 - Present
Skills
Series 7, Retirement Planning, 401k, Retirement, Series 63, Investment Advisory, Retirement Plan..., Sales
Education
The University of Chicago - Booth School of Business 1996 — 1998
MBA, Business Strategy
University of California, Los Angeles 1988 — 1992
BA, Economics
Calabasas High School 1984 — 1988
Economics
Michelle St. Julien Michelle St. Julien's Transamerica Retirement Solutions Experience September 2015 - Present
Job Regional Director at Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions September 2015 - Present
Transamerica Retirement Solutions March 2011 - September 2015
Wells Fargo Advisors August 2007 - March 2011
Wells Fargo October 2006 - March 2011
Skills
Series 7
Education
UCLA 2002 — 2006
Bachelor of Arts (B.A.), English Literature
Transamerica Retirement Solutions September 2015 - Present
Transamerica Retirement Solutions March 2011 - September 2015
Wells Fargo Advisors August 2007 - March 2011
Wells Fargo October 2006 - March 2011
Skills
Series 7
Education
UCLA 2002 — 2006
Bachelor of Arts (B.A.), English Literature
Nicole Lang Nicole Lang's Transamerica Retirement Solutions Experience May 2014 - August 2014
Job Corporate Tax Intern at Transamerica
Industry Accounting
Experience
Fareway Stores, Inc. March 2010 - Present
Transamerica May 2015 - August 2015
Transamerica Retirement Solutions May 2014 - August 2014
Cherry Hill Aquatic Center June 2013 - August 2013
Jones Pool June 2012 - August 2012
Skills
Accounting, Cashiering, Hardwork, Learning Quickly, Dependable Team Player, Customer Service, Finance, Grocery Industry, Aquatics, Leadership, Perfectionist, Teamwork, Microsoft Word, Microsoft Excel, PowerPoint, Organization, Dedication to work, Corporate Tax, Tax Returns, Tax Accounting
Education
University of Northern Iowa 2013 — 2017
Accounting, 4.0 GPA
Xavier High School 2009 — 2013
General Studies, 4.0 GPA
Fareway Stores, Inc. March 2010 - Present
Transamerica May 2015 - August 2015
Transamerica Retirement Solutions May 2014 - August 2014
Cherry Hill Aquatic Center June 2013 - August 2013
Jones Pool June 2012 - August 2012
Skills
Accounting, Cashiering, Hardwork, Learning Quickly, Dependable Team Player, Customer Service, Finance, Grocery Industry, Aquatics, Leadership, Perfectionist, Teamwork, Microsoft Word, Microsoft Excel, PowerPoint, Organization, Dedication to work, Corporate Tax, Tax Returns, Tax Accounting
Education
University of Northern Iowa 2013 — 2017
Accounting, 4.0 GPA
Xavier High School 2009 — 2013
General Studies, 4.0 GPA
Greg McFarlane Greg McFarlane's Transamerica Retirement Solutions Experience May 2015 - Present
Job Assistant Vice President Internal Sales at Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions May 2015 - Present
Transamerica Retirement Solutions June 2014 - May 2015
Transamerica Retirement Solutions September 2011 - June 2014
Transamerica Retirement Solutions March 2010 - September 2011
Transamerica Retirement Solutions December 2008 - March 2010
Transamerica Retirement Solutions April 2008 - December 2008
Transamerica Retirement Solutions October 2006 - April 2008
Skills
Retirement, Mutual Funds, Relationship Management, Coaching, Employee Training, Sales, Series 6, Series 63, Financial Services, Management, Performance Appraisal, Training, Training & Development, Training Course..., Training Program..., Qualified Retirement..., Non-Qualified Deferred..., Defined Benefit
Education
State University of New York at Albany 2002 — 2006
Bachelor of Arts (B.A.), Economics
Transamerica Retirement Solutions May 2015 - Present
Transamerica Retirement Solutions June 2014 - May 2015
Transamerica Retirement Solutions September 2011 - June 2014
Transamerica Retirement Solutions March 2010 - September 2011
Transamerica Retirement Solutions December 2008 - March 2010
Transamerica Retirement Solutions April 2008 - December 2008
Transamerica Retirement Solutions October 2006 - April 2008
Skills
Retirement, Mutual Funds, Relationship Management, Coaching, Employee Training, Sales, Series 6, Series 63, Financial Services, Management, Performance Appraisal, Training, Training & Development, Training Course..., Training Program..., Qualified Retirement..., Non-Qualified Deferred..., Defined Benefit
Education
State University of New York at Albany 2002 — 2006
Bachelor of Arts (B.A.), Economics
Michele Cilurzo Michele Cilurzo's Transamerica Retirement Solutions Experience February 2011 - September 2015
Job Client Relationship Director at EMPOWER Retirement
Industry Financial Services
Experience
EMPOWER Retirement September 2015 - Present
Transamerica Retirement Solutions February 2011 - September 2015
Edward Jones September 2008 - February 2011
ADP Retirement Services June 2006 - April 2008
Fidelity Investments April 2003 - June 2006
Fidelity Investments April 1997 - April 2003
Heritage Trust Company Pittsburgh, PA 1994 - 1995
Skills
Series 7, 401k, Series 63, Retirement, Mutual Funds, Retirement Planning, Defined Benefit, Series 6, Pensions, Investments, ERISA, Asset Allocation, Investment Advisory, Retirement Plan..., Profit Sharing, Securities, Relationship Management, Financial Advisory, Fixed Annuities, Financial Services, FINRA, Defined Contribution, Qualified Retirement...
Education
Syracuse University 1983 — 1987
BA, Economis
Our Lady of Mercy High School 1981 — 1983
High School Diploma
EMPOWER Retirement September 2015 - Present
Transamerica Retirement Solutions February 2011 - September 2015
Edward Jones September 2008 - February 2011
ADP Retirement Services June 2006 - April 2008
Fidelity Investments April 2003 - June 2006
Fidelity Investments April 1997 - April 2003
Heritage Trust Company Pittsburgh, PA 1994 - 1995
Skills
Series 7, 401k, Series 63, Retirement, Mutual Funds, Retirement Planning, Defined Benefit, Series 6, Pensions, Investments, ERISA, Asset Allocation, Investment Advisory, Retirement Plan..., Profit Sharing, Securities, Relationship Management, Financial Advisory, Fixed Annuities, Financial Services, FINRA, Defined Contribution, Qualified Retirement...
Education
Syracuse University 1983 — 1987
BA, Economis
Our Lady of Mercy High School 1981 — 1983
High School Diploma
Tanya Sain Tanya Sain's Transamerica Retirement Solutions Experience August 2007 - Present
Job Senior Business Systems Analyst, Transamerica
Industry Financial Services
Experience
Transamerica Retirement Solutions August 2007 - Present
The University of Iowa Foundation October 2005 - 2007
APAC Customer Services June 2003 - October 2005
Rockwell Collins May 2000 - August 2000
Rockwell Collins August 1996 - May 1999
Education
University of Iowa - Henry B. Tippie College of Business 2010 — 2016
MBA
University of Iowa - Henry B. Tippie College of Business 1999 — 2002
BBA, Management Information Systems
Transamerica Retirement Solutions August 2007 - Present
The University of Iowa Foundation October 2005 - 2007
APAC Customer Services June 2003 - October 2005
Rockwell Collins May 2000 - August 2000
Rockwell Collins August 1996 - May 1999
Education
University of Iowa - Henry B. Tippie College of Business 2010 — 2016
MBA
University of Iowa - Henry B. Tippie College of Business 1999 — 2002
BBA, Management Information Systems
Patrick Stefan Patrick Stefan's Transamerica Retirement Solutions Experience 2015 - Present
Job Intermediate Sales Representative at Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions 2015 - Present
Nasco Aerospace and Electronics February 2014 - April 2015
Jeld-Wen July 1999 - January 2009
Education
University of Florida
BA, Liberal Arts
Transamerica Retirement Solutions 2015 - Present
Nasco Aerospace and Electronics February 2014 - April 2015
Jeld-Wen July 1999 - January 2009
Education
University of Florida
BA, Liberal Arts
Leah Moore's Transamerica Retirement Solutions Experience May 2013 - December 2013
Job Project Coordinator at Leepfrog Technologies
Industry Computer Software
Experience
Leepfrog Technologies, Inc. March 2015 - Present
Leepfrog Technologies February 2015 - March 2015
Momentus Golf November 2014 - February 2015
Sam's February 2014 - July 2014
Campus Leaders Today, Career Leaders Tomorrow January 2012 - May 2014
Transamerica Retirement Solutions May 2013 - December 2013
The University of Iowa Trademark Licensing Program September 2012 - July 2013
Brain Injury Alliance of Iowa August 2012 - April 2013
Transamerica May 2012 - December 2012
Pilot Grove Savings Bank July 2009 - May 2012
Skills
Time Management, Teamwork, Team Leadership, Organization, Communication, Event Planning, PowerPoint, Customer Service, Self Driven, Microsoft Excel, Social Media, Microsoft Word, Sales, Social Networking, Problem Solving, CRM, Self-management, Microsoft Office, Project Coordination, Collaborative Leadership
Education
University of Iowa 2010 — 2014
Bachelor's Degree, Interdepartmental Studies: Business Studies Track; Certificate in Leadership Studies, Graduated August 2014
Leepfrog Technologies, Inc. March 2015 - Present
Leepfrog Technologies February 2015 - March 2015
Momentus Golf November 2014 - February 2015
Sam's February 2014 - July 2014
Campus Leaders Today, Career Leaders Tomorrow January 2012 - May 2014
Transamerica Retirement Solutions May 2013 - December 2013
The University of Iowa Trademark Licensing Program September 2012 - July 2013
Brain Injury Alliance of Iowa August 2012 - April 2013
Transamerica May 2012 - December 2012
Pilot Grove Savings Bank July 2009 - May 2012
Skills
Time Management, Teamwork, Team Leadership, Organization, Communication, Event Planning, PowerPoint, Customer Service, Self Driven, Microsoft Excel, Social Media, Microsoft Word, Sales, Social Networking, Problem Solving, CRM, Self-management, Microsoft Office, Project Coordination, Collaborative Leadership
Education
University of Iowa 2010 — 2014
Bachelor's Degree, Interdepartmental Studies: Business Studies Track; Certificate in Leadership Studies, Graduated August 2014
Bobby Mothershed Bobby Mothershed's Transamerica Retirement Solutions Experience April 2015 - Present
Job Internal Sales ConsultantEmerging Markets
Industry Financial Services
Experience
Transamerica Retirement Solutions April 2015 - Present
OppenheimerFunds Inc December 2005 - April 2015
AIM/ Invesco Funds August 2003 - October 2005
Skills
Call Centers, Process Improvement, Mutual Funds, Leadership, Microsoft Excel, Retirement Planning, Securities, Series 63, Finance, Retirement, Series 7, Customer Service
Education
University of Northern Colorado 1996 — 2001
BA Communications, Business
Transamerica Retirement Solutions April 2015 - Present
OppenheimerFunds Inc December 2005 - April 2015
AIM/ Invesco Funds August 2003 - October 2005
Skills
Call Centers, Process Improvement, Mutual Funds, Leadership, Microsoft Excel, Retirement Planning, Securities, Series 63, Finance, Retirement, Series 7, Customer Service
Education
University of Northern Colorado 1996 — 2001
BA Communications, Business
Jeffrey Shrader Jeffrey Shrader's Transamerica Retirement Solutions Experience October 2013 - January 2015
Job Director, Relationship Management at Charles Schwab
Industry Financial Services
Experience
Charles Schwab January 2015 - Present
Transamerica Retirement Solutions October 2013 - January 2015
Dell October 2009 - October 2013
Transamerica Retirement Solutions April 2008 - October 2009
The 401(k) Company July 1999 - April 2008
Skills
401k, Compliance, Benefits, Employee Benefits, Retirement, Investments, ERISA, Defined Benefit, Asset Allocation, Asset Management, Deferred Compensation, Financial Services, Management, Mergers, Pensions, Retirement Planning, Strategy
Education
St. Edward's University 2006 — 2007
BBA, Business Management
Charles Schwab January 2015 - Present
Transamerica Retirement Solutions October 2013 - January 2015
Dell October 2009 - October 2013
Transamerica Retirement Solutions April 2008 - October 2009
The 401(k) Company July 1999 - April 2008
Skills
401k, Compliance, Benefits, Employee Benefits, Retirement, Investments, ERISA, Defined Benefit, Asset Allocation, Asset Management, Deferred Compensation, Financial Services, Management, Mergers, Pensions, Retirement Planning, Strategy
Education
St. Edward's University 2006 — 2007
BBA, Business Management
Monica (Tolbert) Mitchell Monica (Tolbert) Mitchell's Transamerica Retirement Solutions Experience 2012 - Present
Job Director of Channel Marketing at Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions 2012 - Present
Skills
Marketing, Marketing Strategy, Marketing Communications, Financial Services, Project Management, 401k, Collateral, Multipel Employer Plans, Professional Employer..., Creative Writing, Content Writing, Copywriting, Market Research, Strategy, Retirement, Management, Associations, Advertising, PMP, Creative Direction, Corporate Communications, Account Management, Brand Management, Product Development, Product Marketing, Product Launch, Proofreading, Social Media Marketing, Email Marketing, Integrated Marketing, Marketing Management, Budgets
Education
The University of New Mexico - Robert O. Anderson School of Management 2001 — 2002
Master of Business Administration (M.B.A.), International Business
The University of New Mexico - Robert O. Anderson School of Management 1996 — 2001
Bachelor's Degree, Marketing and General Business Management
St. Pius X High School 1992 — 1996
High School
Transamerica Retirement Solutions 2012 - Present
Skills
Marketing, Marketing Strategy, Marketing Communications, Financial Services, Project Management, 401k, Collateral, Multipel Employer Plans, Professional Employer..., Creative Writing, Content Writing, Copywriting, Market Research, Strategy, Retirement, Management, Associations, Advertising, PMP, Creative Direction, Corporate Communications, Account Management, Brand Management, Product Development, Product Marketing, Product Launch, Proofreading, Social Media Marketing, Email Marketing, Integrated Marketing, Marketing Management, Budgets
Education
The University of New Mexico - Robert O. Anderson School of Management 2001 — 2002
Master of Business Administration (M.B.A.), International Business
The University of New Mexico - Robert O. Anderson School of Management 1996 — 2001
Bachelor's Degree, Marketing and General Business Management
St. Pius X High School 1992 — 1996
High School
Greg Lucchesi Greg Lucchesi's Transamerica Retirement Solutions Experience May 2015 - Present
Job Internal Wholesaler at Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions May 2015 - Present
Transamerica Retirement Solutions December 2013 - May 2015
Command Transportation October 2012 - December 2013
Skills
Social Networking, Social Media Marketing, New Business Development, Sales Operations, Marketing, Customer Service, Marketing Strategy, Public Speaking, Market Research, Sales, Microsoft Excel, Advertising, Logistics, Microsoft Word, Cold Calling, Facebook, Microsoft Office, Salesforce.com, Financial Analysis, Event Planning, Social Media, Account Management, PowerPoint, Time Management, Sales Management, Strategic Planning, Sales Process, Selling, Solution Selling
Education
University of Illinois at Urbana-Champaign 2008 — 2012
Bachelor of Arts (B.A.), Economics
Notre Dame High School 2004 — 2008
Transamerica Retirement Solutions May 2015 - Present
Transamerica Retirement Solutions December 2013 - May 2015
Command Transportation October 2012 - December 2013
Skills
Social Networking, Social Media Marketing, New Business Development, Sales Operations, Marketing, Customer Service, Marketing Strategy, Public Speaking, Market Research, Sales, Microsoft Excel, Advertising, Logistics, Microsoft Word, Cold Calling, Facebook, Microsoft Office, Salesforce.com, Financial Analysis, Event Planning, Social Media, Account Management, PowerPoint, Time Management, Sales Management, Strategic Planning, Sales Process, Selling, Solution Selling
Education
University of Illinois at Urbana-Champaign 2008 — 2012
Bachelor of Arts (B.A.), Economics
Notre Dame High School 2004 — 2008
Patricia Parisi Patricia Parisi's Transamerica Retirement Solutions Experience March 2000 - October 2014
Job Lead Administrative Assistant
Industry Financial Services
Experience
In Transition - Actively Pursuing new Opportunities November 2014 - Present
Transamerica Retirement Solutions March 2000 - October 2014
Transamerica Retirement Solutions March 2000 - October 2014
Transamerica Retirement Solutions 2000 - 2014
Pilgram State Hospital February 1981 - March 2000
Skills
Pensions, Retirement Planning, Financial Services, 401k, Defined Benefit, Investments, Mutual Funds, Employee Benefits, Wealth Management, Insurance, Financial Advisory, Securities, Asset Management, Strategic Financial..., Relationship Management, Investment Advisory, Customer Service, Microsoft Office, Retirement, Microsoft Excel, Microsoft Word
Education
Career Blazers Learning Center
PC Specialist Plus Certificate
Suffolk County Community College
In Transition - Actively Pursuing new Opportunities November 2014 - Present
Transamerica Retirement Solutions March 2000 - October 2014
Transamerica Retirement Solutions March 2000 - October 2014
Transamerica Retirement Solutions 2000 - 2014
Pilgram State Hospital February 1981 - March 2000
Skills
Pensions, Retirement Planning, Financial Services, 401k, Defined Benefit, Investments, Mutual Funds, Employee Benefits, Wealth Management, Insurance, Financial Advisory, Securities, Asset Management, Strategic Financial..., Relationship Management, Investment Advisory, Customer Service, Microsoft Office, Retirement, Microsoft Excel, Microsoft Word
Education
Career Blazers Learning Center
PC Specialist Plus Certificate
Suffolk County Community College
Kate (Hauser) Buchholtz's Transamerica Retirement Solutions Experience June 2011 - Present
Job Client Relationship Development Consultant at Transamerica Retirement Solutions
Industry Financial Services
Experience
Little Eagles Nest Learning Center July 2015 - Present
Transamerica Retirement Solutions June 2011 - Present
Skills
Defined Benefit, Retirement Plan..., Defined Contribution, ERISA, FINRA, Pensions, 401k, Retirement, Series 6, Retirement Planning, Relationship Management, Customer Service, Mutual Funds
Education
University of Iowa 2006 — 2010
Bachelor's degree, Business, Certificate of Entrepreneurial Management
Little Eagles Nest Learning Center July 2015 - Present
Transamerica Retirement Solutions June 2011 - Present
Skills
Defined Benefit, Retirement Plan..., Defined Contribution, ERISA, FINRA, Pensions, 401k, Retirement, Series 6, Retirement Planning, Relationship Management, Customer Service, Mutual Funds
Education
University of Iowa 2006 — 2010
Bachelor's degree, Business, Certificate of Entrepreneurial Management
Jared Jirak's Transamerica Retirement Solutions Experience May 2013 - May 2015
Job Account Manager at Holmes Murphy & Associates
Industry Insurance
Experience
Holmes Murphy & Associates June 2015 - Present
Transamerica Retirement Solutions May 2013 - May 2015
UI Healthcare January 2014 - May 2014
International Paper June 2011 - August 2012
Skills
PowerPoint, Microsoft Office, Access, Financial Analysis, Microsoft Excel, Teamwork, Leadership, Management, Public Speaking, Research, Communication, Social Media, Customer Service, Time Management
Education
University of Iowa - Henry B. Tippie College of Business 2011 — 2015
Bachelor of Business Administration (BBA), Finance and Management, Risk Management and Insurance Certificate
Holmes Murphy & Associates June 2015 - Present
Transamerica Retirement Solutions May 2013 - May 2015
UI Healthcare January 2014 - May 2014
International Paper June 2011 - August 2012
Skills
PowerPoint, Microsoft Office, Access, Financial Analysis, Microsoft Excel, Teamwork, Leadership, Management, Public Speaking, Research, Communication, Social Media, Customer Service, Time Management
Education
University of Iowa - Henry B. Tippie College of Business 2011 — 2015
Bachelor of Business Administration (BBA), Finance and Management, Risk Management and Insurance Certificate
Seth Sherman'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 August 1995 - April 2015
Great-West Retirement Services August 1995 - October 2014
MetLife September 1995 - 2006
general american September 1995 - 1999
Skills
Series 7, Sales Operations, Defined Contribution, Mutual Funds, Retirement, Profit Sharing, Business Development, Series 63, Series 6, Competitive Analysis, Retirement Planning, Retirement Plan..., Sales Presentations, 401k, Sales, Fiduciary, Business Planning
Education
University of Central Florida 1988 — 1992
BS
Transamerica Retirement Solutions April 2015 - Present
EMPOWER Retirement August 1995 - April 2015
Great-West Retirement Services August 1995 - October 2014
MetLife September 1995 - 2006
general american September 1995 - 1999
Skills
Series 7, Sales Operations, Defined Contribution, Mutual Funds, Retirement, Profit Sharing, Business Development, Series 63, Series 6, Competitive Analysis, Retirement Planning, Retirement Plan..., Sales Presentations, 401k, Sales, Fiduciary, Business Planning
Education
University of Central Florida 1988 — 1992
BS
Ryan Sheets AAMS®, AWMA®, CMFC®, CRPC®'s Transamerica Retirement Solutions Experience June 2015 - Present
Job Financial Advisor at Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions June 2015 - Present
State Farm December 2013 - June 2015
LPL Financial September 2013 - November 2013
Ameriprise Financial Services, Inc. November 2006 - September 2013
Education
St Cloud Technical and Community College 2000 — 2003
Sales and Business Management
St Cloud Technical and Community College 2000 — 2003
Electronics Technician
Transamerica Retirement Solutions June 2015 - Present
State Farm December 2013 - June 2015
LPL Financial September 2013 - November 2013
Ameriprise Financial Services, Inc. November 2006 - September 2013
Education
St Cloud Technical and Community College 2000 — 2003
Sales and Business Management
St Cloud Technical and Community College 2000 — 2003
Electronics Technician
Joseph Hinderstein Joseph Hinderstein's Transamerica Retirement Solutions Experience June 2014 - August 2014
Job Union College Minerva Fellow at Engeye
Industry
Experience
Engeye June 2015 - Present
Live Nation Entertainment June 2014 - August 2014
Transamerica Retirement Solutions June 2014 - August 2014
MSCO June 2013 - August 2013
Grey Group December 2011 - December 2011
Skills
Microsoft Office, Social Media, PowerPoint, Microsoft Excel, Public Speaking, Marketing, Facebook, Microsoft Word, Leadership, Blogging, Social Networking
Education
Union College 2011 — 2015
Bachelor's Degree, Psychology, History
York St. John College 2013 — 2013
Horace Greeley High School 2007 — 2011
Engeye June 2015 - Present
Live Nation Entertainment June 2014 - August 2014
Transamerica Retirement Solutions June 2014 - August 2014
MSCO June 2013 - August 2013
Grey Group December 2011 - December 2011
Skills
Microsoft Office, Social Media, PowerPoint, Microsoft Excel, Public Speaking, Marketing, Facebook, Microsoft Word, Leadership, Blogging, Social Networking
Education
Union College 2011 — 2015
Bachelor's Degree, Psychology, History
York St. John College 2013 — 2013
Horace Greeley High School 2007 — 2011
Tiffany Lauer Tiffany Lauer's Transamerica Retirement Solutions Experience Regional Vice PresidentTransamericaJuly 2015 - Present
Job Regional Vice President at Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions Regional Vice PresidentTransamericaJuly 2015 - Present
Nationwide Financial March 2012 - July 2015
John Hancock August 2000 - November 2011
Smith Barney June 1998 - July 2000
Cigna Retirement Plans March 1997 - May 1998
Van Kampen Funds 1992 - 1997
Skills
Retirement, 401k, Retirement Planning, Series 63, Qualified Retirement..., Series 6, Retirement Plan..., Defined Benefit, Profit Sharing, AIF, Defined Contribution, ERISA, Financial Services, Pensions
Education
Stephen F. Austin State University 1985 — 1989
Bachelor of Business Administration, Marketing
Transamerica Retirement Solutions Regional Vice PresidentTransamericaJuly 2015 - Present
Nationwide Financial March 2012 - July 2015
John Hancock August 2000 - November 2011
Smith Barney June 1998 - July 2000
Cigna Retirement Plans March 1997 - May 1998
Van Kampen Funds 1992 - 1997
Skills
Retirement, 401k, Retirement Planning, Series 63, Qualified Retirement..., Series 6, Retirement Plan..., Defined Benefit, Profit Sharing, AIF, Defined Contribution, ERISA, Financial Services, Pensions
Education
Stephen F. Austin State University 1985 — 1989
Bachelor of Business Administration, Marketing
Kristi Johnsen's Transamerica Retirement Solutions Experience September 2013 - Present
Job Lead Program Analyst at TRANSAMERICA
Industry Computer Software
Experience
Transamerica Retirement Solutions September 2013 - Present
Telephonics Corporation March 2002 - August 2013
Emagine Solutions (Deutsche Bank) September 2000 - January 2002
Northrop Grumman November 1998 - September 2000
Skills
C++, C, Microsoft Visual Studio..., Apache ActiveMQ CMS API, Adobe Flex Builder 3, WhiteStar UML 5.4.8, AQT 9.1.2 (64 bit) –..., VxWorks, Software Engineering, UML, Testing, Software Development, Multithreading, Embedded Systems, Workbench, OOP, Tornado, Radar, Hardware, UML Tools, IBM DOORS, IBM Rational Purify, Tau, Pure Coverage, Builder Xcessory PRO, IBM Rational Tau, Software Thru Pictures, Hummingbird Exceed 10.0, GCC 3.4.4, Java, Object Oriented Design, Rational DOORS, Integration, Unix, SQL
Education
Learning Tree 2014 — 2014
SQL Programming Language Introduction Class
University of Central Florida 1995 — 1999
Bachelor of Science, Computer Science
Holy Trinity Diocesan High School, Hicksville, NY 1986 — 1990
Transamerica Retirement Solutions September 2013 - Present
Telephonics Corporation March 2002 - August 2013
Emagine Solutions (Deutsche Bank) September 2000 - January 2002
Northrop Grumman November 1998 - September 2000
Skills
C++, C, Microsoft Visual Studio..., Apache ActiveMQ CMS API, Adobe Flex Builder 3, WhiteStar UML 5.4.8, AQT 9.1.2 (64 bit) –..., VxWorks, Software Engineering, UML, Testing, Software Development, Multithreading, Embedded Systems, Workbench, OOP, Tornado, Radar, Hardware, UML Tools, IBM DOORS, IBM Rational Purify, Tau, Pure Coverage, Builder Xcessory PRO, IBM Rational Tau, Software Thru Pictures, Hummingbird Exceed 10.0, GCC 3.4.4, Java, Object Oriented Design, Rational DOORS, Integration, Unix, SQL
Education
Learning Tree 2014 — 2014
SQL Programming Language Introduction Class
University of Central Florida 1995 — 1999
Bachelor of Science, Computer Science
Holy Trinity Diocesan High School, Hicksville, NY 1986 — 1990
Chad Donahue Chad Donahue's Transamerica Retirement Solutions Experience August 2013 - Present
Job Client Consultant at Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions August 2013 - Present
U.S. Bank September 2012 - June 2013
Transamerica Retirement Solutions March 2011 - September 2011
Skills
Series 6, Microsoft Excel, Banking, Access, Customer Service, Retirement Planning, Excel, VBA, Retirement, Microsoft Office, Minitab, PowerPoint, Word, Lotus Notes, Qualified Retirement..., Benefits Administration, Employee Benefits, Financial Statements, Financial Analysis, Beekeeping
Education
University of Iowa - Henry B. Tippie College of Business 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance
Transamerica Retirement Solutions August 2013 - Present
U.S. Bank September 2012 - June 2013
Transamerica Retirement Solutions March 2011 - September 2011
Skills
Series 6, Microsoft Excel, Banking, Access, Customer Service, Retirement Planning, Excel, VBA, Retirement, Microsoft Office, Minitab, PowerPoint, Word, Lotus Notes, Qualified Retirement..., Benefits Administration, Employee Benefits, Financial Statements, Financial Analysis, Beekeeping
Education
University of Iowa - Henry B. Tippie College of Business 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance
Gene R. Etzig, CEBS, AIF® Gene R. Etzig, CEBS, AIF®'s Transamerica Retirement Solutions Experience November 1999 - Present
Job Regional Vice President at Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions November 1999 - Present
BMC Consultants, Inc. August 1993 - October 1999
Towers Watson July 1986 - June 1993
Skills
Defined Contribution, Financial Advisory, Business Development, Life & Health Insurance..., Brand Development, MEP, Plan design analysis, Investment benchmarking..., Employee Benefits, Employee education..., Sales presentations..., Series 6, Mutual Funds, Defined Benefit, Financial Services, Series 63, Qualified Retirement..., Series 65, Business Planning, Series 7, Retirement Plan...
Education
Tulane University 1981 — 1986
Bachelor of Science (B.S.), Business/Managerial Economics
Wharton School of Business
Certified Employee Benefits Specialist program
Transamerica Retirement Solutions November 1999 - Present
BMC Consultants, Inc. August 1993 - October 1999
Towers Watson July 1986 - June 1993
Skills
Defined Contribution, Financial Advisory, Business Development, Life & Health Insurance..., Brand Development, MEP, Plan design analysis, Investment benchmarking..., Employee Benefits, Employee education..., Sales presentations..., Series 6, Mutual Funds, Defined Benefit, Financial Services, Series 63, Qualified Retirement..., Series 65, Business Planning, Series 7, Retirement Plan...
Education
Tulane University 1981 — 1986
Bachelor of Science (B.S.), Business/Managerial Economics
Wharton School of Business
Certified Employee Benefits Specialist program
Paul Ojukwu Paul Ojukwu's Transamerica Retirement Solutions Experience June 2012 - May 2013
Job Financial Analyst at Fox RentACar
Industry Automotive
Experience
Fox Rent-A-Car February 2015 - Present
PwC (Contractor) September 2013 - November 2014
Transamerica Retirement Solutions June 2012 - May 2013
Skills
Microsoft Excel, Public Speaking, PowerPoint, Data Analysis, Microsoft Office, Financial Analysis
Education
University of Southern California 2010 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General
Fox Rent-A-Car February 2015 - Present
PwC (Contractor) September 2013 - November 2014
Transamerica Retirement Solutions June 2012 - May 2013
Skills
Microsoft Excel, Public Speaking, PowerPoint, Data Analysis, Microsoft Office, Financial Analysis
Education
University of Southern California 2010 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General
Elizabeth Comried Elizabeth Comried's Transamerica Retirement Solutions Experience May 2013 - May 2015
Job Business Development Intern at Transamerica
Industry Financial Services
Experience
Transamerica May 2015 - Present
Transamerica Retirement Solutions May 2013 - May 2015
Cedar Rapids Country Club April 2012 - May 2014
The Linn County Fair August 2012 - August 2013
Hy-Vee September 2011 - May 2013
Skills
Sales, Microsoft Excel, Microsoft Word, Research, Quick Learner, Photoshop, Customer Service, PowerPoint, Facebook, Public Speaking, Count Money, Social Media, English, Integrity Selling, Event Planning
Education
University of Iowa 2012 — 2016
Economics
Transamerica May 2015 - Present
Transamerica Retirement Solutions May 2013 - May 2015
Cedar Rapids Country Club April 2012 - May 2014
The Linn County Fair August 2012 - August 2013
Hy-Vee September 2011 - May 2013
Skills
Sales, Microsoft Excel, Microsoft Word, Research, Quick Learner, Photoshop, Customer Service, PowerPoint, Facebook, Public Speaking, Count Money, Social Media, English, Integrity Selling, Event Planning
Education
University of Iowa 2012 — 2016
Economics
Scott Schuster Scott Schuster's Transamerica Retirement Solutions Experience February 2000 - June 2010
Job Account Specialist at Transamerica Financial Life Insurance Company
Industry Insurance
Experience
Transamerica Financial Life Insurance Company April 2015 - Present
Transamerica Financial Life Insurance Company June 2010 - Present
Transamerica Retirement Solutions February 2000 - June 2010
Skills
Series 63, Series 7, Mutual Funds, Retirement Planning, Alternative Investments, Retirement, Fixed Annuities, Series 6, Securities, Asset Allocation, Wealth Management, 401k, Separately Managed..., Variable Annuities, Series 65, Financial Services
Education
University of Northern Iowa 1989 — 1993
Bachelor’s Degree, Finance
Transamerica Financial Life Insurance Company April 2015 - Present
Transamerica Financial Life Insurance Company June 2010 - Present
Transamerica Retirement Solutions February 2000 - June 2010
Skills
Series 63, Series 7, Mutual Funds, Retirement Planning, Alternative Investments, Retirement, Fixed Annuities, Series 6, Securities, Asset Allocation, Wealth Management, 401k, Separately Managed..., Variable Annuities, Series 65, Financial Services
Education
University of Northern Iowa 1989 — 1993
Bachelor’s Degree, Finance
Jessica Christie, RPA's Transamerica Retirement Solutions Experience April 2010 - April 2013
Job Payroll and Benefits Specialist at Apache Inc.
Industry Human Resources
Experience
Apache Inc. April 2013 - Present
Transamerica Retirement Solutions April 2010 - April 2013
Transamerica Retirement Solutions August 2008 - April 2010
Skills
Retirement Plans..., Series 6, Microsoft Excel, Retirement Plan..., Microsoft Word, Customer Service, Qualified Retirement..., 401k, 403 b, 457 Plans, Non-Qualified Deferred..., Marketing
Education
University of Iowa 2004 — 2008
Bachelor's degree, Business Marketing
Apache Inc. April 2013 - Present
Transamerica Retirement Solutions April 2010 - April 2013
Transamerica Retirement Solutions August 2008 - April 2010
Skills
Retirement Plans..., Series 6, Microsoft Excel, Retirement Plan..., Microsoft Word, Customer Service, Qualified Retirement..., 401k, 403 b, 457 Plans, Non-Qualified Deferred..., Marketing
Education
University of Iowa 2004 — 2008
Bachelor's degree, Business Marketing
Carrie Monaco Carrie Monaco's Transamerica Retirement Solutions Experience August 2012 - Present
Job Lead Designer & Project Manager at Transamerica Retirement Solutions
Industry Graphic Design
Experience
Transamerica Retirement Solutions August 2012 - Present
Esselte April 2009 - January 2012
Esselte November 2003 - April 2009
Byron Preiss Visual Publications, Inc June 2000 - March 2003
Skills
Typography, Logo Design, Packaging, Graphic Design, Art Direction, Illustration, Brochures, Corporate Identity, Layout, Adobe Creative Suite, QuarkXPress, Creative Direction, Graphics, Catalogs, Illustrator, Image Manipulation, Pre-press, Project Management, Product Development, Cross-functional Team..., Brand Management, New Product Development, Lean Business Processes, Creative Services, Communication Skills, Business Cards, Brand Development
Education
School of Visual Arts 1996 — 2000
Bachelor of Fine Arts (BFA), Graphic Design
Transamerica Retirement Solutions August 2012 - Present
Esselte April 2009 - January 2012
Esselte November 2003 - April 2009
Byron Preiss Visual Publications, Inc June 2000 - March 2003
Skills
Typography, Logo Design, Packaging, Graphic Design, Art Direction, Illustration, Brochures, Corporate Identity, Layout, Adobe Creative Suite, QuarkXPress, Creative Direction, Graphics, Catalogs, Illustrator, Image Manipulation, Pre-press, Project Management, Product Development, Cross-functional Team..., Brand Management, New Product Development, Lean Business Processes, Creative Services, Communication Skills, Business Cards, Brand Development
Education
School of Visual Arts 1996 — 2000
Bachelor of Fine Arts (BFA), Graphic Design
Michelle Lou Michelle Lou's Transamerica Retirement Solutions Experience September 2006 - May 2015
Job Associate Vice President at Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions September 2006 - May 2015
Pension Dynamics Corporation April 2002 - August 2006
Skills
Social Media, Financial Services, Account Management, Customer Service, Project Management, Relationship Management, 401k
Education
University of California, Irvine 1997 — 2001
Bachelor of Arts (B.A.), Sociology
Transamerica Retirement Solutions September 2006 - May 2015
Pension Dynamics Corporation April 2002 - August 2006
Skills
Social Media, Financial Services, Account Management, Customer Service, Project Management, Relationship Management, 401k
Education
University of California, Irvine 1997 — 2001
Bachelor of Arts (B.A.), Sociology
Kyle Ness Kyle Ness's Transamerica Retirement Solutions Experience November 2011 - Present
Job Retirement Planning Consultant at Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions November 2011 - Present
Ameriprise Financial Services, Inc. September 1995 - October 2011
Education
St. Olaf College 1980 — 1984
Transamerica Retirement Solutions November 2011 - Present
Ameriprise Financial Services, Inc. September 1995 - October 2011
Education
St. Olaf College 1980 — 1984
Amanda Chalupa Amanda Chalupa's Transamerica Retirement Solutions Experience March 2012 - September 2013
Job
Industry Financial Services
Experience
Voya Financial September 2013 - Present
Transamerica Retirement Solutions March 2012 - September 2013
HJR Financial Group October 2008 - March 2012
Education
University of Iowa
Voya Financial September 2013 - Present
Transamerica Retirement Solutions March 2012 - September 2013
HJR Financial Group October 2008 - March 2012
Education
University of Iowa
Shareen Balkey's Transamerica Retirement Solutions Experience June 2013 - Present
Job Client Executive at Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions June 2013 - Present
John Hancock Financial Services December 2007 - December 2012
The Standard September 2004 - October 2007
ING Nederland August 1998 - August 2004
Mercer Asset Planning, Inc. 1986 - 1994
Skills
Hold California and..., Series 7, Series 63, Series 65, Series 6, Completed course 1 of..., Underwriting, Mutual Funds, Retirement, Training, Pensions, Cross-functional Team..., ERISA, Account Management, Investments, Wealth Management, 401k, Defined Benefit, Sales, Finance, Retirement Planning, Due Diligence, Financial Advisory, Business Planning, Employee Benefits, Asset Allocation, Profit Sharing, Securities, Investment Advisory, CRM, Financial Services, Relationship Management, Retirement Plan..., Qualified Retirement..., Asset Management, Separately Managed..., Investment Strategies, IRAs, ETFs, FINRA, Insurance
Education
San Diego State University-California State University 1980 — 1982
Bachelor of Science (BS), Business Administration and Management
UC San Diego 1978 — 1980
Transamerica Retirement Solutions June 2013 - Present
John Hancock Financial Services December 2007 - December 2012
The Standard September 2004 - October 2007
ING Nederland August 1998 - August 2004
Mercer Asset Planning, Inc. 1986 - 1994
Skills
Hold California and..., Series 7, Series 63, Series 65, Series 6, Completed course 1 of..., Underwriting, Mutual Funds, Retirement, Training, Pensions, Cross-functional Team..., ERISA, Account Management, Investments, Wealth Management, 401k, Defined Benefit, Sales, Finance, Retirement Planning, Due Diligence, Financial Advisory, Business Planning, Employee Benefits, Asset Allocation, Profit Sharing, Securities, Investment Advisory, CRM, Financial Services, Relationship Management, Retirement Plan..., Qualified Retirement..., Asset Management, Separately Managed..., Investment Strategies, IRAs, ETFs, FINRA, Insurance
Education
San Diego State University-California State University 1980 — 1982
Bachelor of Science (BS), Business Administration and Management
UC San Diego 1978 — 1980
Jennifer Buxton Jennifer Buxton's Transamerica Retirement Solutions Experience July 2013 - Present
Job Project Manager Installation Services at Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions July 2013 - Present
Paycor May 2010 - April 2013
Paycor January 2005 - May 2010
Skills
Sales Process, Sales Presentations, Salesforce.com, Cold Calling, Sales, B2B, Relationship Management, Building Relationships, Consulting, Needs Analysis, Sales Management, Selling, Project Management, Client Development, Client Relations Skills, Drive Results
Education
Wilmington College 1980 — 2005
B A, Marketing, French, German, Management
University of Cincinnati
Transamerica Retirement Solutions July 2013 - Present
Paycor May 2010 - April 2013
Paycor January 2005 - May 2010
Skills
Sales Process, Sales Presentations, Salesforce.com, Cold Calling, Sales, B2B, Relationship Management, Building Relationships, Consulting, Needs Analysis, Sales Management, Selling, Project Management, Client Development, Client Relations Skills, Drive Results
Education
Wilmington College 1980 — 2005
B A, Marketing, French, German, Management
University of Cincinnati
Darlene Landor Darlene Landor's Transamerica Retirement Solutions Experience September 2014 - Present
Job Retirement Services Professional
Industry Financial Services
Experience
Transamerica Retirement Solutions September 2014 - Present
The Planning Paradigm, LLC (Project Based/Contract Work) November 2010 - September 2014
Universal American - Today's Options January 2013 - February 2014
The Legend Group April 2011 - August 2013
Cammack LaRhette Consulting February 2005 - July 2009
Citistreet - Retirement Services Division (formerly The Copeland Companies) 1998-2004 2003 - 2004
Citistreet Retirement Services Division 2002 - 2003
Citistreet Retirement Services Division 1998 - 2002
Skills
Retirement, Retirement Planning, Pensions, Life Insurance, Investments, Mutual Funds, Customer Service, Fixed Annuities, 401k, Negotiation, Sales, IRAs, Long-term Care, Small Business, Series 6, Series 63, Series 26, Series 65, 403b, 457 Plans, Medicare Advantage, NYS of Health SHOP..., NYS of Health..., Employee Benefits, Insurance
Education
The Sage Colleges - Russell Sage College
BS, Business Management
The College of Saint Rose
Certified Financial Planner Certificate Program
Transamerica Retirement Solutions September 2014 - Present
The Planning Paradigm, LLC (Project Based/Contract Work) November 2010 - September 2014
Universal American - Today's Options January 2013 - February 2014
The Legend Group April 2011 - August 2013
Cammack LaRhette Consulting February 2005 - July 2009
Citistreet - Retirement Services Division (formerly The Copeland Companies) 1998-2004 2003 - 2004
Citistreet Retirement Services Division 2002 - 2003
Citistreet Retirement Services Division 1998 - 2002
Skills
Retirement, Retirement Planning, Pensions, Life Insurance, Investments, Mutual Funds, Customer Service, Fixed Annuities, 401k, Negotiation, Sales, IRAs, Long-term Care, Small Business, Series 6, Series 63, Series 26, Series 65, 403b, 457 Plans, Medicare Advantage, NYS of Health SHOP..., NYS of Health..., Employee Benefits, Insurance
Education
The Sage Colleges - Russell Sage College
BS, Business Management
The College of Saint Rose
Certified Financial Planner Certificate Program
Kristin Beeman Kristin Beeman's Transamerica Retirement Solutions Experience November 2007 - May 2011
Job Vice President and Relationship Manager, Wells Fargo Institutional Retirement and Trust
Industry Financial Services
Experience
Wells Fargo Institutional Retirement & Trust July 2012 - Present
J.P. Morgan Retirement Plan Services May 2011 - July 2012
Transamerica Retirement Solutions November 2007 - May 2011
Regions Bank July 2003 - November 2007
AEGON Americas March 2000 - July 2003
AEGON Americas 1993 - 2001
Skills
Series 6, Series 63, Retirement Planning, Customer Retention, Deadline Driven, FWCEBC Member, Investment Management, Corporate Trust, Strategic Communications, Exce, Negotiation, Microsoft Word, Microsoft Office, Microsoft Excel, Lotus Notes, Sales Presentations, Financial Advisory, 401k, Investments, Retirement, Employee Benefits, Life Insurance, Fixed Annuities, Mutual Funds, Finance, Relationship Management, Financial Services
Education
University of South Florida 1996 — 2002
Bachelors, Finance
St. Petersburg Junior College 1994 — 1996
Associates of Arts, Business Administration and Management, General
Brebeuf Jesuit Prepatory High School 1984 — 1988
High School Diploma
Wells Fargo Institutional Retirement & Trust July 2012 - Present
J.P. Morgan Retirement Plan Services May 2011 - July 2012
Transamerica Retirement Solutions November 2007 - May 2011
Regions Bank July 2003 - November 2007
AEGON Americas March 2000 - July 2003
AEGON Americas 1993 - 2001
Skills
Series 6, Series 63, Retirement Planning, Customer Retention, Deadline Driven, FWCEBC Member, Investment Management, Corporate Trust, Strategic Communications, Exce, Negotiation, Microsoft Word, Microsoft Office, Microsoft Excel, Lotus Notes, Sales Presentations, Financial Advisory, 401k, Investments, Retirement, Employee Benefits, Life Insurance, Fixed Annuities, Mutual Funds, Finance, Relationship Management, Financial Services
Education
University of South Florida 1996 — 2002
Bachelors, Finance
St. Petersburg Junior College 1994 — 1996
Associates of Arts, Business Administration and Management, General
Brebeuf Jesuit Prepatory High School 1984 — 1988
High School Diploma
Javier Ovalles Javier Ovalles's Transamerica Retirement Solutions Experience October 2014 - Present
Job Retirement Plan Consultant at Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions October 2014 - Present
MassMutual Financial Group May 2014 - September 2014
Transamerica Retirement Solutions December 2012 - May 2014
John Hancock Life Insurance Company (U.S.A.) April 2010 - August 2012
Wells Fargo April 2006 - September 2009
Principal Financial Group 2004 - 2006
SelectQuote January 2003 - 2004
Lincoln Financial Distributors 2001 - 2002
Charles Schwab 2000 - 2001
Morgan Stanley 1999 - 2000
Skills
401k, Investments, Insurance, Retirement Planning, Retirement, Leadership, Series 7, Mutual Funds, Employee Benefits, Strategy, Marketing, Lead Generation, Series 63, Securities, Strategic Planning, Management, Team Building, Long-term Care, Fixed Annuities, Financial Advisory, Finance, Negotiation, Competitive Analysis, Selling Skills, Business Development, Life Insurance, Health Insurance, CRM, Small Business, Social Influence, Relationship Management, Bilingual, Sales Management, Strategic Financial..., Sales, Budgets, Expense Management, Personal Financial..., FINRA, Defined Benefit, Financial Services, Portfolio Management, IRAs, Consulting, Asset Allocation, Wealth Management, 457 Plans, Financial Planning, Asset Management, Investment Advisory
Education
University of Pennsylvania 1992 — 1996
BA, Psychology
Winchester HS 1988 — 1992
Diploma, High School/Secondary Diplomas and Certificates
Transamerica Retirement Solutions October 2014 - Present
MassMutual Financial Group May 2014 - September 2014
Transamerica Retirement Solutions December 2012 - May 2014
John Hancock Life Insurance Company (U.S.A.) April 2010 - August 2012
Wells Fargo April 2006 - September 2009
Principal Financial Group 2004 - 2006
SelectQuote January 2003 - 2004
Lincoln Financial Distributors 2001 - 2002
Charles Schwab 2000 - 2001
Morgan Stanley 1999 - 2000
Skills
401k, Investments, Insurance, Retirement Planning, Retirement, Leadership, Series 7, Mutual Funds, Employee Benefits, Strategy, Marketing, Lead Generation, Series 63, Securities, Strategic Planning, Management, Team Building, Long-term Care, Fixed Annuities, Financial Advisory, Finance, Negotiation, Competitive Analysis, Selling Skills, Business Development, Life Insurance, Health Insurance, CRM, Small Business, Social Influence, Relationship Management, Bilingual, Sales Management, Strategic Financial..., Sales, Budgets, Expense Management, Personal Financial..., FINRA, Defined Benefit, Financial Services, Portfolio Management, IRAs, Consulting, Asset Allocation, Wealth Management, 457 Plans, Financial Planning, Asset Management, Investment Advisory
Education
University of Pennsylvania 1992 — 1996
BA, Psychology
Winchester HS 1988 — 1992
Diploma, High School/Secondary Diplomas and Certificates
Kenneth Bart, MBA Kenneth Bart, MBA's Transamerica Retirement Solutions Experience November 2014 - Present
Job Retirement Planning Consultant at Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions November 2014 - Present
GE December 2013 - October 2014
Nationwide Retirement Solutions January 2013 - December 2013
Nationwide Retirement Solutions June 2008 - January 2013
Merrill Lynch January 2008 - May 2008
Skills
Investments, Mutual Funds, Financial Analysis, Retirement, Strategic Financial..., Microsoft Excel, Finance, Financial Services, Retirement Planning, Rollovers, Management, Estate Planning, Series 6, Banking, Marketing, Marketing Strategy, Loans Administration, Program Management, Series 63, Organizational..., Customer Service, Public Speaking, Leadership
Education
The College of Saint Rose 2010 — 2012
Advanced Certificate, Financial Planning
The College of Saint Rose 2010 — 2012
Masters, Business Administration
Siena College 2004 — 2008
Bachelor's, Marketing/Management
Transamerica Retirement Solutions November 2014 - Present
GE December 2013 - October 2014
Nationwide Retirement Solutions January 2013 - December 2013
Nationwide Retirement Solutions June 2008 - January 2013
Merrill Lynch January 2008 - May 2008
Skills
Investments, Mutual Funds, Financial Analysis, Retirement, Strategic Financial..., Microsoft Excel, Finance, Financial Services, Retirement Planning, Rollovers, Management, Estate Planning, Series 6, Banking, Marketing, Marketing Strategy, Loans Administration, Program Management, Series 63, Organizational..., Customer Service, Public Speaking, Leadership
Education
The College of Saint Rose 2010 — 2012
Advanced Certificate, Financial Planning
The College of Saint Rose 2010 — 2012
Masters, Business Administration
Siena College 2004 — 2008
Bachelor's, Marketing/Management
Selina Chan, MBA Selina Chan, MBA's Transamerica Retirement Solutions Experience June 2011 - Present
Job Retirement Consultant at Stanford Hospital and Clinic
Industry Financial Services
Experience
Transamerica Retirement Solutions June 2011 - Present
Mass Mutual April 2010 - March 2011
Principal Financial Group October 2005 - June 2009
Morgan Stanley October 2004 - September 2005
East West Bank September 2003 - June 2004
LUCENT TECHNOLOGIES June 2000 - August 2001
Siemens AG May 1999 - August 1999
Skills
Cross-functional Team..., Business Development, Management, Leadership, Product Marketing, Retirement Planning, CRM, New Business Development, Sales, Marketing, Market Research, Analysis, Financial Services, Portfolio Management, Retirement, Mutual Funds, Series 7, Insurance
Education
Walton College of Business 2002 — 2003
M.B.A.
University of Arkansas 1995 — 2000
B.S.
Transamerica Retirement Solutions June 2011 - Present
Mass Mutual April 2010 - March 2011
Principal Financial Group October 2005 - June 2009
Morgan Stanley October 2004 - September 2005
East West Bank September 2003 - June 2004
LUCENT TECHNOLOGIES June 2000 - August 2001
Siemens AG May 1999 - August 1999
Skills
Cross-functional Team..., Business Development, Management, Leadership, Product Marketing, Retirement Planning, CRM, New Business Development, Sales, Marketing, Market Research, Analysis, Financial Services, Portfolio Management, Retirement, Mutual Funds, Series 7, Insurance
Education
Walton College of Business 2002 — 2003
M.B.A.
University of Arkansas 1995 — 2000
B.S.
Dieny Laventure's Transamerica Retirement Solutions Experience May 2014 - August 2014
Job Actuarial Analyst
Industry Insurance
Experience
Transamerica Retirement Solutions May 2014 - August 2014
Vanguard January 2012 - September 2012
Aon July 2008 - July 2009
United Family Healthcare May 2007 - August 2007
Skills
Financial Risk..., Option Pricing Models, Derivatives, Hedging, Actuarial Science, Operational Risk..., Pensions, Defined Benefit, Pension Funds, Valuation, Insurance, Actuarial Exams, Actuarial Consulting, Loss Reserving, Stata, Corporate Fraud, Financial Modeling, Corporate Finance, VBA, Emerging Markets, Strategy
Education
Brandeis University International Business School 2013 — 2015
Master of Business Administration (M.B.A.), Risk Management/ Corporate Finance
Temple University
BBA, Actuarial Science
Transamerica Retirement Solutions May 2014 - August 2014
Vanguard January 2012 - September 2012
Aon July 2008 - July 2009
United Family Healthcare May 2007 - August 2007
Skills
Financial Risk..., Option Pricing Models, Derivatives, Hedging, Actuarial Science, Operational Risk..., Pensions, Defined Benefit, Pension Funds, Valuation, Insurance, Actuarial Exams, Actuarial Consulting, Loss Reserving, Stata, Corporate Fraud, Financial Modeling, Corporate Finance, VBA, Emerging Markets, Strategy
Education
Brandeis University International Business School 2013 — 2015
Master of Business Administration (M.B.A.), Risk Management/ Corporate Finance
Temple University
BBA, Actuarial Science
Amy Stanley's Transamerica Retirement Solutions Experience August 2013 - Present
Job Client Executive at Transamerica Retirement Solutions
Industry Investment Management
Experience
Transamerica Retirement Solutions August 2013 - Present
Transamerica Retirement Solutions (formerly Diversified) February 2007 - August 2013
Diversified Investment Advisors January 2005 - February 2007
Diversified Investment Advisors July 1998 - January 2005
Skills
Series 63, Mutual Funds, Financial Services, Pensions, Investments, Asset Management, Asset Allocation, 401k, Retirement Plan..., Relationship Management
Education
University of North Carolina at Charlotte 2001 — 2003
Bachelor of Arts, Organizational Communications
Transamerica Retirement Solutions August 2013 - Present
Transamerica Retirement Solutions (formerly Diversified) February 2007 - August 2013
Diversified Investment Advisors January 2005 - February 2007
Diversified Investment Advisors July 1998 - January 2005
Skills
Series 63, Mutual Funds, Financial Services, Pensions, Investments, Asset Management, Asset Allocation, 401k, Retirement Plan..., Relationship Management
Education
University of North Carolina at Charlotte 2001 — 2003
Bachelor of Arts, Organizational Communications
Matt Burley's Transamerica Retirement Solutions Experience September 2001 - Present
Job Vice President and Senior Consulting Actuary at Transamerica Retirement Solutions
Industry Investment Management
Experience
Transamerica Retirement Solutions September 2001 - Present
Skills
Defined Benefit, Pensions, Retirement, Mutual Funds, Asset Allocation
Education
University of Michigan
Transamerica Retirement Solutions September 2001 - Present
Skills
Defined Benefit, Pensions, Retirement, Mutual Funds, Asset Allocation
Education
University of Michigan
Grace Basile's Transamerica Retirement Solutions Experience October 2010 - Present
Job Director at Transamerica Retirement Solutions
Industry Market Research
Experience
Transamerica Retirement Solutions October 2010 - Present
Skills
Segmentation, Analytics, Marketing Research, Market Research, Customer Insight, Consumer Insight
Education
St. John's University, The Peter J. Tobin College of Business 1992 — 1996
BS
Saint John's University 1991 — 1996
Transamerica Retirement Solutions October 2010 - Present
Skills
Segmentation, Analytics, Marketing Research, Market Research, Customer Insight, Consumer Insight
Education
St. John's University, The Peter J. Tobin College of Business 1992 — 1996
BS
Saint John's University 1991 — 1996
Diana Geraci's Transamerica Retirement Solutions Experience June 1988 - Present
Job VP at Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions June 1988 - Present
Skills
401k, Mutual Funds, Retirement, Retirement Planning, Defined Benefit, Asset Allocation, Retirement Plan..., ERISA, Investments, Financial Services, Pensions, Qualified Retirement...
Education
University of California, Los Angeles 1983 — 1988
BS Applied Mathematics with Actuarial Emphasis
Transamerica Retirement Solutions June 1988 - Present
Skills
401k, Mutual Funds, Retirement, Retirement Planning, Defined Benefit, Asset Allocation, Retirement Plan..., ERISA, Investments, Financial Services, Pensions, Qualified Retirement...
Education
University of California, Los Angeles 1983 — 1988
BS Applied Mathematics with Actuarial Emphasis
Thomas P Brennan III, AIF's Transamerica Retirement Solutions Experience June 2013 - Present
Job Regional Vice President Emerging Markets at Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions June 2013 - Present
Transamerica Retirement Services January 2009 - May 2013
Fesnak and Associates, LLP July 2008 - December 2008
Lincoln Financial Group October 2006 - December 2007
Citigroup August 2002 - October 2006
Merrill Lynch Pierce Fenner & Smith August 1995 - August 2002
The Vanguard Group January 1992 - August 1995
Skills
401(k), ERISA, Defined Contribution, Defined Benefit, MEP, Taft-Hartley, Non-Qualified Deferred..., Income for Life, Sales Management, Marketing, Marketing Strategy, P&L Responsibility, Trade Compliance, Product Development, Production Managment, Product Marketing, Strategic Planning, Strategic Thinking, Channel Management, Qualified Retirement..., Financial Services, Mutual Funds, P&L Management, Retirement Plan..., 401k, Employee Benefits, Retirement, Series 7, Asset Allocation
Education
Bishop McDevitt High School
College Preparatory
Saint Joseph's University
B.A., Political Science
Transamerica Retirement Solutions June 2013 - Present
Transamerica Retirement Services January 2009 - May 2013
Fesnak and Associates, LLP July 2008 - December 2008
Lincoln Financial Group October 2006 - December 2007
Citigroup August 2002 - October 2006
Merrill Lynch Pierce Fenner & Smith August 1995 - August 2002
The Vanguard Group January 1992 - August 1995
Skills
401(k), ERISA, Defined Contribution, Defined Benefit, MEP, Taft-Hartley, Non-Qualified Deferred..., Income for Life, Sales Management, Marketing, Marketing Strategy, P&L Responsibility, Trade Compliance, Product Development, Production Managment, Product Marketing, Strategic Planning, Strategic Thinking, Channel Management, Qualified Retirement..., Financial Services, Mutual Funds, P&L Management, Retirement Plan..., 401k, Employee Benefits, Retirement, Series 7, Asset Allocation
Education
Bishop McDevitt High School
College Preparatory
Saint Joseph's University
B.A., Political Science
Owen Johnson's Transamerica Retirement Solutions Experience July 2011 - Present
Job Sr. Business Intelligence Developer/Analyst
Industry Information Technology and Services
Experience
Transamerica Retirement Solutions July 2011 - Present
Bridgestone June 1997 - July 2011
Skills
Data Warehousing, Business Intelligence, SQL Server, Databases, .NET, SQL, ETL, Data Modeling, SSIS, OLAP, SSRS, MDX, Data Integration, Database Design, T-SQL, Solution Architecture, DTS, Microsoft SQL Server, Visio, SharePoint, Integration, IIS, Business Intelligence..., DB2, Analysis Services, Requirements Analysis, VB.NET, SOA, Relational Databases, Cognos, SDLC, Oracle, Business Analysis
Education
University of Phoenix 2004 — 2007
Transamerica Retirement Solutions July 2011 - Present
Bridgestone June 1997 - July 2011
Skills
Data Warehousing, Business Intelligence, SQL Server, Databases, .NET, SQL, ETL, Data Modeling, SSIS, OLAP, SSRS, MDX, Data Integration, Database Design, T-SQL, Solution Architecture, DTS, Microsoft SQL Server, Visio, SharePoint, Integration, IIS, Business Intelligence..., DB2, Analysis Services, Requirements Analysis, VB.NET, SOA, Relational Databases, Cognos, SDLC, Oracle, Business Analysis
Education
University of Phoenix 2004 — 2007
Fred Rutler's Transamerica Retirement Solutions Experience 2000 - Present
Job Regional Vice President at Transamerica Retirement Solutions
Industry Investment Management
Experience
Transamerica Retirement Solutions 2000 - Present
Great-West Retirement Services 1998 - 2000
Skills
Series 63, 401k, Retirement, Mutual Funds, Asset Allocation, Investments, Investment Advisory, Series 7, Series 6, Retirement Plan..., Fixed Annuities, Retirement Planning, Qualified Retirement..., Separately Managed..., Profit Sharing
Education
The University of Kansas 1994 — 1997
Transamerica Retirement Solutions 2000 - Present
Great-West Retirement Services 1998 - 2000
Skills
Series 63, 401k, Retirement, Mutual Funds, Asset Allocation, Investments, Investment Advisory, Series 7, Series 6, Retirement Plan..., Fixed Annuities, Retirement Planning, Qualified Retirement..., Separately Managed..., Profit Sharing
Education
The University of Kansas 1994 — 1997
Karrie Henighan's Transamerica Retirement Solutions Experience June 2014 - Present
Job Vice President, Defined Benefits Administration at Transamerica
Industry Outsourcing/Offshoring
Experience
Transamerica Retirement Solutions June 2014 - Present
Fidelity Investments September 2006 - June 2014
Fidelity Investments January 2006 - September 2006
Fidelity Investments August 2003 - December 2005
Fidelity Investments June 2001 - July 2003
Macromedia (formerly Allaire) May 2000 - June 2001
Deloitte Consulting August 1997 - May 2000
State University of New York Central Administration September 1990 - May 1996
Education
State University of New York at Albany 1995 — 1997
MBA, Human Resource Information Systems
Siena College 1988 — 1990
BBA, Accounting
Transamerica Retirement Solutions June 2014 - Present
Fidelity Investments September 2006 - June 2014
Fidelity Investments January 2006 - September 2006
Fidelity Investments August 2003 - December 2005
Fidelity Investments June 2001 - July 2003
Macromedia (formerly Allaire) May 2000 - June 2001
Deloitte Consulting August 1997 - May 2000
State University of New York Central Administration September 1990 - May 1996
Education
State University of New York at Albany 1995 — 1997
MBA, Human Resource Information Systems
Siena College 1988 — 1990
BBA, Accounting
Rick Gardella's Transamerica Retirement Solutions Experience December 2014 - Present
Job Assistant Director Client Compliance Services at Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions December 2014 - Present
Putnam Investments October 2011 - December 2014
Diversified Retirement Corporation April 2004 - October 2011
Diversified Investment Advisors April 2004 - November 2005
Education
University of North Carolina at Wilmington 1999 — 2001
Transamerica Retirement Solutions December 2014 - Present
Putnam Investments October 2011 - December 2014
Diversified Retirement Corporation April 2004 - October 2011
Diversified Investment Advisors April 2004 - November 2005
Education
University of North Carolina at Wilmington 1999 — 2001
Ray Morro's Transamerica Retirement Solutions Experience November 2002 - Present
Job Assistant Vice President National Accounts, Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions November 2002 - Present
GoldK March 2001 - November 2002
Arthur J. Gallagher & Co. August 1996 - March 2001
Skills
401k, Defined Benefit, Mutual Funds, Retirement, Series 6, Retirement Planning, Pensions, Investments, Asset Allocation, Relationship Management, Defined Contribution, Insurance, Retirement Plan..., Series 65, ERISA
Education
University of Michigan-Dearborn 1987 — 1990
Bachelor of Business Administration (B.B.A.), Finance
Transamerica Retirement Solutions November 2002 - Present
GoldK March 2001 - November 2002
Arthur J. Gallagher & Co. August 1996 - March 2001
Skills
401k, Defined Benefit, Mutual Funds, Retirement, Series 6, Retirement Planning, Pensions, Investments, Asset Allocation, Relationship Management, Defined Contribution, Insurance, Retirement Plan..., Series 65, ERISA
Education
University of Michigan-Dearborn 1987 — 1990
Bachelor of Business Administration (B.B.A.), Finance
Jessica Fitzpatrick's Transamerica Retirement Solutions Experience February 1996 - Present
Job Assistant Vice President, Business Analysts and Project Management
Industry Financial Services
Experience
Transamerica Retirement Solutions February 1996 - Present
Education
University of Phoenix
Transamerica Retirement Solutions February 1996 - Present
Education
University of Phoenix
Kristy Lees's Transamerica Retirement Solutions Experience November 2008 - Present
Job Senior Client Executive, National Strategic Accounts at Transamerica
Industry Financial Services
Experience
Transamerica Retirement Solutions November 2008 - Present
Brown and Brown of Detroit June 2004 - November 2008
Comerica Bank June 2000 - June 2004
Skills
Investment Management, Retirement, 401k, Securities, Employee Benefits, Employee Engagement, Fiduciary Management, Retirement Planning, Defined Benefit, ERISA, Financial Advisory, Financial Services, Fixed Annuities, Insurance, Investments, Life Insurance, Mutual Funds, Pensions, Qualified Retirement..., Relationship Management, Series 6, Profit Sharing
Education
University of Detroit Mercy 1995 — 2000
BA, Dual Major, Economics & Political Science
Transamerica Retirement Solutions November 2008 - Present
Brown and Brown of Detroit June 2004 - November 2008
Comerica Bank June 2000 - June 2004
Skills
Investment Management, Retirement, 401k, Securities, Employee Benefits, Employee Engagement, Fiduciary Management, Retirement Planning, Defined Benefit, ERISA, Financial Advisory, Financial Services, Fixed Annuities, Insurance, Investments, Life Insurance, Mutual Funds, Pensions, Qualified Retirement..., Relationship Management, Series 6, Profit Sharing
Education
University of Detroit Mercy 1995 — 2000
BA, Dual Major, Economics & Political Science
Barbara Whitebook's Transamerica Retirement Solutions Experience 2013 - Present
Job Human Resources Executive
Industry Financial Services
Experience
Transamerica Retirement Solutions 2013 - Present
Diversified Investment Advisors/AEGON Transamerica 1998 - Present
Diversified /Transamerica December 1997 - Present
Diversified/Transamerica 1997 - Present
AEGON USA 1997 - Present
Skills
Benefits Administration, Deferred Compensation, Pensions, Leadership Development, Employee Benefits
Education
State University of New York at Albany
Transamerica Retirement Solutions 2013 - Present
Diversified Investment Advisors/AEGON Transamerica 1998 - Present
Diversified /Transamerica December 1997 - Present
Diversified/Transamerica 1997 - Present
AEGON USA 1997 - Present
Skills
Benefits Administration, Deferred Compensation, Pensions, Leadership Development, Employee Benefits
Education
State University of New York at Albany
Randy Watha's Transamerica Retirement Solutions Experience December 2001 - Present
Job
Industry Financial Services
Experience
Transamerica Retirement Solutions December 2001 - Present
Skills
Client Management, Strategic Planning, Resolution Management, Process Improvement, Consultative Sales..., Defined Benefit..., Organization and..., Employee Communications, Defined Contribution..., Focus Group Design and..., Enhancing Client..., Plan Promotion and..., Series 7, Leadership, Management, Sales Process, Series 63, Relationship Management, Account Management, CRM, Retirement, Program Management, Internal Communications, Retirement Planning, Employee Benefits
Education
University of Michigan 1990 — 1994
B.A.
Transamerica Retirement Solutions December 2001 - Present
Skills
Client Management, Strategic Planning, Resolution Management, Process Improvement, Consultative Sales..., Defined Benefit..., Organization and..., Employee Communications, Defined Contribution..., Focus Group Design and..., Enhancing Client..., Plan Promotion and..., Series 7, Leadership, Management, Sales Process, Series 63, Relationship Management, Account Management, CRM, Retirement, Program Management, Internal Communications, Retirement Planning, Employee Benefits
Education
University of Michigan 1990 — 1994
B.A.
Martin Pence's Transamerica Retirement Solutions Experience November 2012 - Present
Job Transamerica
Industry Financial Services
Experience
Transamerica Retirement Solutions November 2012 - Present
Education
University of Georgia - Terry College of Business
Master of Business Administration (M.B.A.)
University of Arkansas at Fayetteville
BA
Transamerica Retirement Solutions November 2012 - Present
Education
University of Georgia - Terry College of Business
Master of Business Administration (M.B.A.)
University of Arkansas at Fayetteville
BA
David Levitas's Transamerica Retirement Solutions Experience May 2006 - Present
Job Assistant Director – RFP Team, Institutional Markets at Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions May 2006 - Present
Transamerica Retirement Solutions/Diversified May 2012 - July 2014
Transamerica Retirement Solutions/Diversified August 2010 - May 2012
Transamerica Retirement Solutions/Diversified 2006 - August 2010
JPMorgan Chase 2004 - 2005
Travelers Life & Annuity 2000 - 2003
Skills
ERISA, Marketing, RFP, Project Management, Pricing, Defined Contribution, Profit Sharing, Employee Benefits, Management, Strategy, Pensions, Retirement, 401k, Mutual Funds, Financial Services, Retirement Planning
Education
State University of New York College at Oneonta
B.S., Business Economics
State University of New York College of Agriculture and Technology at Morrisville
A.A.S., Journalism
Transamerica Retirement Solutions May 2006 - Present
Transamerica Retirement Solutions/Diversified May 2012 - July 2014
Transamerica Retirement Solutions/Diversified August 2010 - May 2012
Transamerica Retirement Solutions/Diversified 2006 - August 2010
JPMorgan Chase 2004 - 2005
Travelers Life & Annuity 2000 - 2003
Skills
ERISA, Marketing, RFP, Project Management, Pricing, Defined Contribution, Profit Sharing, Employee Benefits, Management, Strategy, Pensions, Retirement, 401k, Mutual Funds, Financial Services, Retirement Planning
Education
State University of New York College at Oneonta
B.S., Business Economics
State University of New York College of Agriculture and Technology at Morrisville
A.A.S., Journalism
Anthony Fego's Transamerica Retirement Solutions Experience March 1989 - Present
Job Vice President at Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions March 1989 - Present
Skills
Management, Financial Services, Relationship Management, 401k, Vendor Management, Retirement, Pensions, Employee Benefits, Process Improvement, Risk Management
Education
State University of New York College at Oneonta
Bachelor of Arts (B.A.), Economics
Transamerica Retirement Solutions March 1989 - Present
Skills
Management, Financial Services, Relationship Management, 401k, Vendor Management, Retirement, Pensions, Employee Benefits, Process Improvement, Risk Management
Education
State University of New York College at Oneonta
Bachelor of Arts (B.A.), Economics
Thomas Stephenitch's Transamerica Retirement Solutions Experience June 2011 - Present
Job Vice PresidentSales
Industry Financial Services
Experience
Transamerica Retirement Solutions June 2011 - Present
New York Life Investment Management LLC June 2009 - May 2011
New York Life Investment Management LLC 2005 - May 2011
New York Life Investment Management LLC 1999 - 2005
JP Morgan Retirement Plan Services 1997 - 1999
Great-West Life January 1992 - January 1997
Skills
Defined Benefit, Pensions, Retirement Planning, Defined Contribution, Mutual Funds, Series 63, 401k, Series 7, Retirement Plan..., Series 6, Retirement, Investments, Qualified Retirement..., ERISA, Financial Services
Education
The Ohio State University 1987 — 1991
BS, Business
The Ohio State University - The Max M. Fisher College of Business 1987 — 1991
"BS", business
Transamerica Retirement Solutions June 2011 - Present
New York Life Investment Management LLC June 2009 - May 2011
New York Life Investment Management LLC 2005 - May 2011
New York Life Investment Management LLC 1999 - 2005
JP Morgan Retirement Plan Services 1997 - 1999
Great-West Life January 1992 - January 1997
Skills
Defined Benefit, Pensions, Retirement Planning, Defined Contribution, Mutual Funds, Series 63, 401k, Series 7, Retirement Plan..., Series 6, Retirement, Investments, Qualified Retirement..., ERISA, Financial Services
Education
The Ohio State University 1987 — 1991
BS, Business
The Ohio State University - The Max M. Fisher College of Business 1987 — 1991
"BS", business
Vincent Gach's Transamerica Retirement Solutions Experience June 2015 - Present
Job Plan Consultant
Industry Financial Services
Experience
Transamerica Retirement Solutions June 2015 - Present
The Vanguard Group October 2000 - June 2015
Skills
Cognos, Access, Data Analysis, Requirements Analysis, Lotus Notes, Microsoft Excel, Project Management, Process Improvement, Requirements Gathering, Business Requirements, Defined Benefit, Actuarial Science, Visio, Analysis, Quality Assurance, Data Mining, User Acceptance Testing, Data Quality, Business Process...
Education
University of Michigan 1996 — 2000
Bachelor of Science (B.S.), Actuarial Science
Transamerica Retirement Solutions June 2015 - Present
The Vanguard Group October 2000 - June 2015
Skills
Cognos, Access, Data Analysis, Requirements Analysis, Lotus Notes, Microsoft Excel, Project Management, Process Improvement, Requirements Gathering, Business Requirements, Defined Benefit, Actuarial Science, Visio, Analysis, Quality Assurance, Data Mining, User Acceptance Testing, Data Quality, Business Process...
Education
University of Michigan 1996 — 2000
Bachelor of Science (B.S.), Actuarial Science
Brian Dannemann, AIF's Transamerica Retirement Solutions Experience September 2003 - December 2012
Job Regional Vice President AXA Distributors
Industry Financial Services
Experience
AXA Distributors January 2013 - Present
Transamerica Retirement Solutions September 2003 - December 2012
Pan American Life Insurance Company September 2001 - September 2003
Skills
Investments, Pensions, Series 7, Accredited Investment..., Business Development, Series 66, Account Management, Pension Funds, Direct Sales, Profit Sharing, Asset Management, Alternative Investments
Education
University of New Orleans 1996 — 1999
Bachelor of Science (B.S.), Finance
AXA Distributors January 2013 - Present
Transamerica Retirement Solutions September 2003 - December 2012
Pan American Life Insurance Company September 2001 - September 2003
Skills
Investments, Pensions, Series 7, Accredited Investment..., Business Development, Series 66, Account Management, Pension Funds, Direct Sales, Profit Sharing, Asset Management, Alternative Investments
Education
University of New Orleans 1996 — 1999
Bachelor of Science (B.S.), Finance
Kevin McKane, CFP®, CRPS®'s Transamerica Retirement Solutions Experience January 2006 - March 2009
Job Financial Advisor at Raymond James
Industry Financial Services
Experience
Raymond James Financial Inc. July 2013 - Present
Merrill Lynch May 2012 - June 2013
UBS Financial Services November 2010 - May 2012
UBS Financial Services December 2009 - October 2010
Transamerica Retirement Solutions January 2006 - March 2009
Franklin Templeton Investments May 2005 - August 2005
Lord Abbett & Co. LLC May 2004 - August 2004
Skills
Series 7, Investments, Wealth Management, Mutual Funds, Financial Modeling, Retirement Planning, Asset Management, Asset Allocation, Financial Analysis, Strategic Financial..., Portfolio Management, Risk Management, Sales, Retirement, Banking, Corporate Finance, Insurance, Finance, Financial Advisory, Securities, Series 63, Equities, Asset Managment, Series 6, Investment Advisory, Due Diligence, Valuation, Financial Services, Credit, Investment Management, Loans, Estate Planning, Life Insurance, Relationship Management, Financial Planning, Fixed Income, Investment Strategies, Private Equity, Alternative Investments, Capital Markets, Financial Risk
Education
University of Georgia - Terry College of Business 2001 — 2005
BBA, Economics & Finance
Marist School 1996 — 2001
Raymond James Financial Inc. July 2013 - Present
Merrill Lynch May 2012 - June 2013
UBS Financial Services November 2010 - May 2012
UBS Financial Services December 2009 - October 2010
Transamerica Retirement Solutions January 2006 - March 2009
Franklin Templeton Investments May 2005 - August 2005
Lord Abbett & Co. LLC May 2004 - August 2004
Skills
Series 7, Investments, Wealth Management, Mutual Funds, Financial Modeling, Retirement Planning, Asset Management, Asset Allocation, Financial Analysis, Strategic Financial..., Portfolio Management, Risk Management, Sales, Retirement, Banking, Corporate Finance, Insurance, Finance, Financial Advisory, Securities, Series 63, Equities, Asset Managment, Series 6, Investment Advisory, Due Diligence, Valuation, Financial Services, Credit, Investment Management, Loans, Estate Planning, Life Insurance, Relationship Management, Financial Planning, Fixed Income, Investment Strategies, Private Equity, Alternative Investments, Capital Markets, Financial Risk
Education
University of Georgia - Terry College of Business 2001 — 2005
BBA, Economics & Finance
Marist School 1996 — 2001
Nicole Duke's Transamerica Retirement Solutions Experience September 2007 - Present
Job Registered Representative/Client Relationship Development Specialist at Transamerica Retirement Solutions
Industry Investment Management
Experience
Transamerica Retirement Solutions September 2007 - Present
Diversified September 2007 - October 2008
Skills
Retirement Plan..., Series 6, 401k, Retirement, Series 63, Defined Contribution, Profit Sharing, Pensions, Defined Benefit, Retirement Planning, FINRA, Mutual Funds, Series 7, Asset Allocation, ERISA, Investments, Financial Services, Relationship Management, Employee Benefits, Fixed Annuities, Asset Management, Qualified Retirement...
Education
University of Northern Iowa 1996 — 2004
Transamerica Retirement Solutions September 2007 - Present
Diversified September 2007 - October 2008
Skills
Retirement Plan..., Series 6, 401k, Retirement, Series 63, Defined Contribution, Profit Sharing, Pensions, Defined Benefit, Retirement Planning, FINRA, Mutual Funds, Series 7, Asset Allocation, ERISA, Investments, Financial Services, Relationship Management, Employee Benefits, Fixed Annuities, Asset Management, Qualified Retirement...
Education
University of Northern Iowa 1996 — 2004
Thurman Chestnutt's Transamerica Retirement Solutions Experience April 2001 - Present
Job Regional Director at Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions April 2001 - Present
First Union National Bank August 1998 - April 2001
Skills
Employee Benefits, Defined Benefit, Non-Qualified Deferred..., 401k, Pensions, Retirement Plan..., Retirement Planning, Series 6, Asset Allocation, Mutual Funds, ERISA, Investments, Financial Services, Relationship Management, Retirement, Defined Contribution, 403 b, Series 7, FINRA, Series 63, Wealth Management, Asset Management, Qualified Retirement..., Alternative Investments, Securities, Strategic Financial..., Insurance, Profit Sharing, Fixed Annuities, Life Insurance, Investment Advisory, Investment Strategies, Financial Advisory, Variable Annuities, Fixed Income, Health Insurance, Equities, Pension Administration, Due Diligence, Financial Analysis, Portfolio Management, Investment Management, Management, CRM, Sales
Education
University of South Carolina - The Moore School of Business 2010 — 2012
MBA, International Business Concentration
Wake Forest University 1994 — 1998
Bachelor of Arts (B.A.), Spanish, Pre-medicine
Transamerica Retirement Solutions April 2001 - Present
First Union National Bank August 1998 - April 2001
Skills
Employee Benefits, Defined Benefit, Non-Qualified Deferred..., 401k, Pensions, Retirement Plan..., Retirement Planning, Series 6, Asset Allocation, Mutual Funds, ERISA, Investments, Financial Services, Relationship Management, Retirement, Defined Contribution, 403 b, Series 7, FINRA, Series 63, Wealth Management, Asset Management, Qualified Retirement..., Alternative Investments, Securities, Strategic Financial..., Insurance, Profit Sharing, Fixed Annuities, Life Insurance, Investment Advisory, Investment Strategies, Financial Advisory, Variable Annuities, Fixed Income, Health Insurance, Equities, Pension Administration, Due Diligence, Financial Analysis, Portfolio Management, Investment Management, Management, CRM, Sales
Education
University of South Carolina - The Moore School of Business 2010 — 2012
MBA, International Business Concentration
Wake Forest University 1994 — 1998
Bachelor of Arts (B.A.), Spanish, Pre-medicine
Heather Schulte's Transamerica Retirement Solutions Experience February 2009 - Present
Job Retirement Planning Consultant with Transamerica
Industry Financial Services
Experience
Transamerica Retirement Solutions February 2009 - Present
The Newport Group July 2007 - February 2009
Transamerica Retirement Solutions January 2005 - July 2007
CUNA Mutual Group March 2003 - January 2005
Principal Financial Group August 1996 - March 2003
Skills
Pensions, ERISA, Employee Benefits, Securities, Relationship Management, Profit Sharing, Insurance, Qualified Retirement..., 401k, Series 6, Series 63, Fixed Annuities, Variable Annuities, Defined Contribution, Retirement Planning
Education
University of Northern Iowa 1991 — 1995
BA, Public Administration
University of Northern Iowa
Bachelor of Arts (B.A.)
Transamerica Retirement Solutions February 2009 - Present
The Newport Group July 2007 - February 2009
Transamerica Retirement Solutions January 2005 - July 2007
CUNA Mutual Group March 2003 - January 2005
Principal Financial Group August 1996 - March 2003
Skills
Pensions, ERISA, Employee Benefits, Securities, Relationship Management, Profit Sharing, Insurance, Qualified Retirement..., 401k, Series 6, Series 63, Fixed Annuities, Variable Annuities, Defined Contribution, Retirement Planning
Education
University of Northern Iowa 1991 — 1995
BA, Public Administration
University of Northern Iowa
Bachelor of Arts (B.A.)
Debbie Cantor's Transamerica Retirement Solutions Experience August 1998 - Present
Job Manager, Contact Center Performance at Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions August 1998 - Present
Citi 1986 - 1998
Skills
Process Improvement, Customer Service, 401k, Change Management, Pensions, Relationship Management, Leadership, Strategic Planning, Retirement Planning, Vendor Management, Financial Services, Retirement, Talent Acquisition, Training, Leadership Development, Human Resources, Management, Call Centers
Education
MHS
MHS
MHS
University at Albany, SUNY
BA, Psychology, Computer Science, Art
Transamerica Retirement Solutions August 1998 - Present
Citi 1986 - 1998
Skills
Process Improvement, Customer Service, 401k, Change Management, Pensions, Relationship Management, Leadership, Strategic Planning, Retirement Planning, Vendor Management, Financial Services, Retirement, Talent Acquisition, Training, Leadership Development, Human Resources, Management, Call Centers
Education
MHS
MHS
MHS
University at Albany, SUNY
BA, Psychology, Computer Science, Art
Cj Bishop's Transamerica Retirement Solutions Experience January 2010 - Present
Job Financial Advisor
Industry Financial Services
Experience
Transamerica Retirement Solutions January 2010 - Present
TD Ameritrade 2008 - July 2009
Skills
Series 7, Retirement Planning, Retirement, Uniform Combined State..., Estate Planning, 401k, Investment Advisory, Asset Allocation, Investments, Retirement Plan..., Variable Annuities, Financial Analysis
Education
UCLA Anderson School of Management 1985 — 1987
MBA, Finance, International Management
Transamerica Retirement Solutions January 2010 - Present
TD Ameritrade 2008 - July 2009
Skills
Series 7, Retirement Planning, Retirement, Uniform Combined State..., Estate Planning, 401k, Investment Advisory, Asset Allocation, Investments, Retirement Plan..., Variable Annuities, Financial Analysis
Education
UCLA Anderson School of Management 1985 — 1987
MBA, Finance, International Management
Spencer Angell's Transamerica Retirement Solutions Experience September 2009 - Present
Job Retirement Planning Consultant, Client Relationship Manager, Retirement Plan Design Consultant, Investment Professional
Industry Financial Services
Experience
Transamerica Retirement Solutions September 2009 - Present
The Hartford March 2008 - October 2008
Merrill Lynch Retirement Group July 2005 - March 2008
Amvescap Retirement, Inc. November 1998 - July 2005
Aon Consulting May 1990 - October 1998
Skills
401k, Retirement Planning, Series 7, Retirement, Investments, Financial Advisory, Financial Analysis, Securities, Series 63, Defined Contribution, FINRA, Mutual Funds, Profit Sharing, Relationship Building, Church Events
Education
University of North Carolina at Greensboro 1985 — 1989
BS, Management and Marketing
Transamerica Retirement Solutions September 2009 - Present
The Hartford March 2008 - October 2008
Merrill Lynch Retirement Group July 2005 - March 2008
Amvescap Retirement, Inc. November 1998 - July 2005
Aon Consulting May 1990 - October 1998
Skills
401k, Retirement Planning, Series 7, Retirement, Investments, Financial Advisory, Financial Analysis, Securities, Series 63, Defined Contribution, FINRA, Mutual Funds, Profit Sharing, Relationship Building, Church Events
Education
University of North Carolina at Greensboro 1985 — 1989
BS, Management and Marketing
Jennifer Putney's Transamerica Retirement Solutions Experience February 2010 - July 2013
Job Vice President Total Retirement Solutions Marketing & Strategy Prudential Retirement
Industry Financial Services
Experience
Prudential Retirement July 2013 - Present
Transamerica Retirement Solutions February 2010 - July 2013
Chernoff Diamond & Co., LLC September 2009 - February 2010
Pentegra Retirement Services 2004 - 2009
Guardian Life Insurance 1999 - 2003
Prudential Financial 1993 - 1999
Bank of America NT & SA, San Francisco, CA 1982 - 1987
Skills
Market Research, Marketing Communications, Advertising, Internal Communications, New Business Development, Brand Management, Public Relations, Marketing, Strategy, Creative Direction, Budgets, Management, Investments, Retirement, Sales, Sales Operations, 401k, Marketing Strategy
Education
Sweet Briar College
BA
Prudential Retirement July 2013 - Present
Transamerica Retirement Solutions February 2010 - July 2013
Chernoff Diamond & Co., LLC September 2009 - February 2010
Pentegra Retirement Services 2004 - 2009
Guardian Life Insurance 1999 - 2003
Prudential Financial 1993 - 1999
Bank of America NT & SA, San Francisco, CA 1982 - 1987
Skills
Market Research, Marketing Communications, Advertising, Internal Communications, New Business Development, Brand Management, Public Relations, Marketing, Strategy, Creative Direction, Budgets, Management, Investments, Retirement, Sales, Sales Operations, 401k, Marketing Strategy
Education
Sweet Briar College
BA
Carmellia McCray, RPA's Transamerica Retirement Solutions Experience April 2012 - Present
Job Onsite Participant Counselor St. Luke's Health System at Transamerica Retirement Solutions
Industry Investment Management
Experience
Transamerica Retirement Solutions April 2012 - Present
The Retirement Advantage October 2011 - April 2012
Lockton Financial Advisors/ Lockton Investment Advisors 2008 - October 2011
TIAA-CREF 2008 - 2008
JP Morgan 2004 - 2008
Skills
Defined Benefit, ERISA, Retirement, Series 63, 401k, Defined Contribution, Pensions, Series 7, Financial Services, Retirement Planning, Employee Benefits, Securities, Mutual Funds, Asset Allocation, Investments, Insurance, Investment Management, Asset Management, Benefits Administration, Investment Strategies, Wealth Management, Fixed Annuities, Risk Management, Retirement Plan...
Education
University of Missouri-Columbia
BA, History and Political Science
Transamerica Retirement Solutions April 2012 - Present
The Retirement Advantage October 2011 - April 2012
Lockton Financial Advisors/ Lockton Investment Advisors 2008 - October 2011
TIAA-CREF 2008 - 2008
JP Morgan 2004 - 2008
Skills
Defined Benefit, ERISA, Retirement, Series 63, 401k, Defined Contribution, Pensions, Series 7, Financial Services, Retirement Planning, Employee Benefits, Securities, Mutual Funds, Asset Allocation, Investments, Insurance, Investment Management, Asset Management, Benefits Administration, Investment Strategies, Wealth Management, Fixed Annuities, Risk Management, Retirement Plan...
Education
University of Missouri-Columbia
BA, History and Political Science
David Matzko's Transamerica Retirement Solutions Experience April 2011 - January 2012
Job Masters Educated, Experienced Financial Advisor/Analyst
Industry Financial Services
Experience
Morgan Stanley Wealth Management January 2012 - Present
Transamerica Retirement Solutions April 2011 - January 2012
Merrill Lynch October 2009 - February 2011
Fidelity Investments April 2006 - December 2008
Fidelity Investments July 2000 - December 2008
Fidelity Investments January 1998 - July 2000
Fidelity Investments September 1996 - January 1998
Seaman Corporation June 1995 - October 1995
Skills
Investments, Portfolio Management, CRM, Management, Trading, Finance, Market Research, Asset Management, Microsoft Excel, Series 7, Wealth Management, Sales, Investment Strategies, Leadership, Securities, Financial Advisory, Series 63
Education
University of Cincinnati College of Business 2006 — 2008
M.S., Finance
Xavier University - Williams College of Business 1999 — 2003
M.B.A., Business Administration
The College of Wooster 1992 — 1996
B.A., Economics/Political Science
Morgan Stanley Wealth Management January 2012 - Present
Transamerica Retirement Solutions April 2011 - January 2012
Merrill Lynch October 2009 - February 2011
Fidelity Investments April 2006 - December 2008
Fidelity Investments July 2000 - December 2008
Fidelity Investments January 1998 - July 2000
Fidelity Investments September 1996 - January 1998
Seaman Corporation June 1995 - October 1995
Skills
Investments, Portfolio Management, CRM, Management, Trading, Finance, Market Research, Asset Management, Microsoft Excel, Series 7, Wealth Management, Sales, Investment Strategies, Leadership, Securities, Financial Advisory, Series 63
Education
University of Cincinnati College of Business 2006 — 2008
M.S., Finance
Xavier University - Williams College of Business 1999 — 2003
M.B.A., Business Administration
The College of Wooster 1992 — 1996
B.A., Economics/Political Science
Paul Wroblewski's Transamerica Retirement Solutions Experience May 2015 - Present
Job Project Manager at Transamerica Retirement Solutions
Industry Human Resources
Experience
Transamerica Retirement Solutions May 2015 - Present
JPMorgan March 2005 - April 2015
Hewitt Associates October 2000 - February 2005
Skills
SDLC, Process Improvement, Pensions, Defined Benefit, Project Management, Outsourcing, Employee Benefits, Data Analysis, Retirement, Strategic Planning, Team Building, Integration, Testing, Visual Basic, Requirements Analysis
Education
University of Illinois Springfield
Computer Science
Transamerica Retirement Solutions May 2015 - Present
JPMorgan March 2005 - April 2015
Hewitt Associates October 2000 - February 2005
Skills
SDLC, Process Improvement, Pensions, Defined Benefit, Project Management, Outsourcing, Employee Benefits, Data Analysis, Retirement, Strategic Planning, Team Building, Integration, Testing, Visual Basic, Requirements Analysis
Education
University of Illinois Springfield
Computer Science
Deron Morris's Transamerica Retirement Solutions Experience September 2011 - December 2013
Job Relationship Manager at Transamerica Financial Advisors, Inc.
Industry Writing and Editing
Experience
Transamerica Financial Advisors, Inc. February 2015 - Present
Transamerica Financial Advisors, Inc. December 2013 - Present
Transamerica Retirement Solutions September 2011 - December 2013
Treehouse Puppets & Treasures January 2010 - September 2011
AEGON July 2005 - May 2009
AEGON July 1998 - July 2005
Skills
Writing Skills, Project Management, Customer Service, Advertising, Copywriting, Management, Strategic Planning, Editing, Leadership, Writing, Creative Writing, Public Relations, Social Media Marketing, Marketing, Marketing Communications
Education
University of Florida 1987 — 1995
Bachelors, Communication Processes
FINRA Series 7 License
Transamerica Financial Advisors, Inc. February 2015 - Present
Transamerica Financial Advisors, Inc. December 2013 - Present
Transamerica Retirement Solutions September 2011 - December 2013
Treehouse Puppets & Treasures January 2010 - September 2011
AEGON July 2005 - May 2009
AEGON July 1998 - July 2005
Skills
Writing Skills, Project Management, Customer Service, Advertising, Copywriting, Management, Strategic Planning, Editing, Leadership, Writing, Creative Writing, Public Relations, Social Media Marketing, Marketing, Marketing Communications
Education
University of Florida 1987 — 1995
Bachelors, Communication Processes
FINRA Series 7 License
Julie Quinlan's Transamerica Retirement Solutions Experience 2006 - Present
Job Vice President / Director of Communications at Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions 2006 - Present
Skills
Series 63, Retirement Planning, Retirement, 401k, Investments, Mutual Funds, Financial Services, Defined Benefit, Series 6, Series 7, Asset Allocation, Insurance, Wealth Management, Employee Benefits, Pensions
Education
The University of Chicago Booth School of Business
MBA, Finance / Statistics
University of Illinois at Urbana-Champaign
B.S., Business Administration
Transamerica Retirement Solutions 2006 - Present
Skills
Series 63, Retirement Planning, Retirement, 401k, Investments, Mutual Funds, Financial Services, Defined Benefit, Series 6, Series 7, Asset Allocation, Insurance, Wealth Management, Employee Benefits, Pensions
Education
The University of Chicago Booth School of Business
MBA, Finance / Statistics
University of Illinois at Urbana-Champaign
B.S., Business Administration
Kurt Lam's Transamerica Retirement Solutions Experience April 2014 - Present
Job Regional Vice President Emerging Markets at Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions April 2014 - Present
Paychex June 2006 - Present
Paychex August 2012 - April 2014
Paychex June 2001 - June 2006
Paychex March 1998 - June 2001
Skills
Salesforce.com, Employee Benefits, 401k, Leadership, Sales, Sales Management, Benefits Administration, Leadership Development, Management, Strategic Communications
Education
University of North Carolina at Chapel Hill 1992 — 1996
BA, Business, Sociology, Economics, Communications
Transamerica Retirement Solutions April 2014 - Present
Paychex June 2006 - Present
Paychex August 2012 - April 2014
Paychex June 2001 - June 2006
Paychex March 1998 - June 2001
Skills
Salesforce.com, Employee Benefits, 401k, Leadership, Sales, Sales Management, Benefits Administration, Leadership Development, Management, Strategic Communications
Education
University of North Carolina at Chapel Hill 1992 — 1996
BA, Business, Sociology, Economics, Communications
Jason Horn's Transamerica Retirement Solutions Experience September 2014 - November 2014
Job Director, Managing Director at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments December 2014 - Present
Transamerica Retirement Solutions September 2014 - November 2014
Transamerica Retirement Solutions May 2011 - September 2014
Fidelity Investments June 2007 - May 2011
Fidelity Investments May 2006 - May 2007
Fidelity Investments March 2002 - May 2006
Skills
Mutual Funds, Series 63, 401k, Series 7, Spark ARPC
Education
University of Cincinnati 1993 — 1998
BA, Marketing and Management
Fidelity Investments December 2014 - Present
Transamerica Retirement Solutions September 2014 - November 2014
Transamerica Retirement Solutions May 2011 - September 2014
Fidelity Investments June 2007 - May 2011
Fidelity Investments May 2006 - May 2007
Fidelity Investments March 2002 - May 2006
Skills
Mutual Funds, Series 63, 401k, Series 7, Spark ARPC
Education
University of Cincinnati 1993 — 1998
BA, Marketing and Management
Tiffany Croom's Transamerica Retirement Solutions Experience December 2014 - Present
Job Transition Manager at Transamerica Retirment Solutions
Industry Investment Management
Experience
Transamerica Retirement Solutions December 2014 - Present
Fifth Third Bank July 2009 - December 2014
Fifth Third Bank 2008 - 2009
Fifth Third Bank 2006 - 2008
Skills
Providing Client Service, Self Motivated, Teamwork, Financial Services, PowerPoint, Banking, Customer Service, Team Building, Accounting, Financial Analysis, Finance, Process Improvement, Investments, Credit, Mutual Funds, Securities
Education
Thomas More College 2010 — 2014
Bachelor's Degree, Business Administration and Management, General, Concentration in Finance, 3.97 Summa Cum Laude
Transamerica Retirement Solutions December 2014 - Present
Fifth Third Bank July 2009 - December 2014
Fifth Third Bank 2008 - 2009
Fifth Third Bank 2006 - 2008
Skills
Providing Client Service, Self Motivated, Teamwork, Financial Services, PowerPoint, Banking, Customer Service, Team Building, Accounting, Financial Analysis, Finance, Process Improvement, Investments, Credit, Mutual Funds, Securities
Education
Thomas More College 2010 — 2014
Bachelor's Degree, Business Administration and Management, General, Concentration in Finance, 3.97 Summa Cum Laude
Piotr Czarnecki's Transamerica Retirement Solutions Experience March 2011 - Present
Job Assistant Director IT at Transamerica Life Insurance Company
Industry Insurance
Experience
Transamerica Retirement Solutions March 2011 - Present
Transamerica Financial Life Insurance Company November 1998 - Present
Skills
Business Analysis, SDLC, Requirements Analysis, SQL, Microsoft SQL Server, Visio, Access, Oracle, Analysis, Visual Basic, Databases, Risk Management
Education
University of California, Los Angeles 1993 — 1997
Bachelor of Science (BS), Chemical Engineering
Transamerica Retirement Solutions March 2011 - Present
Transamerica Financial Life Insurance Company November 1998 - Present
Skills
Business Analysis, SDLC, Requirements Analysis, SQL, Microsoft SQL Server, Visio, Access, Oracle, Analysis, Visual Basic, Databases, Risk Management
Education
University of California, Los Angeles 1993 — 1997
Bachelor of Science (BS), Chemical Engineering
Claudia Nybo's Transamerica Retirement Solutions Experience September 2012 - Present
Job Retirement Planning Consultant
Industry Financial Services
Experience
Transamerica Retirement Solutions September 2012 - Present
English to Spanish Translation and Interpreting Services January 2000 - September 2012
Volunteer Legal Services of Central Texas in Austin, Texas March 2012 - April 2012
Volunteer Healthcare Clinic in Austin, Texas January 2012 - January 2012
Skills
Translation, medical transation, legal translation, Interpreting, Conference Interpreting, Language Teaching, Contracts Administrators, Systems Analysis, Presenter, Foreign Languages
Education
•Austin Community College, Continuing Education, Austin, Texas 2011 — 2012
Training, Translation and Interpreting skills
Instituto Tecnológico y de Estudios Superiores de Monterrey / ITESM 1988 — 1993
Engineer, Engineering
Transamerica Retirement Solutions September 2012 - Present
English to Spanish Translation and Interpreting Services January 2000 - September 2012
Volunteer Legal Services of Central Texas in Austin, Texas March 2012 - April 2012
Volunteer Healthcare Clinic in Austin, Texas January 2012 - January 2012
Skills
Translation, medical transation, legal translation, Interpreting, Conference Interpreting, Language Teaching, Contracts Administrators, Systems Analysis, Presenter, Foreign Languages
Education
•Austin Community College, Continuing Education, Austin, Texas 2011 — 2012
Training, Translation and Interpreting skills
Instituto Tecnológico y de Estudios Superiores de Monterrey / ITESM 1988 — 1993
Engineer, Engineering
John Shipman's Transamerica Retirement Solutions Experience 2011 - Present
Job Vice President/Senior Director IT at Transamerica
Industry Financial Services
Experience
Transamerica Retirement Solutions 2011 - Present
Transamerica Retirement Solutions 2009 - 2011
Transamerica Retirement Solutions 2007 - 2009
Transamerica Retirement Solutions 2006 - 2007
MetLife 2003 - 2006
CSC 1993 - 2003
Trans World Airlines 1989 - 1993
Skills
Financial Services, Vendor Management, Disaster Recovery, IT Strategy, Business Analysis, Process Improvement, Risk Management, Business Intelligence, Program Management, Visio, Change Management, Project Management, Requirements Gathering, Requirements Analysis, Software Project...
Education
University of Kansas 1982 — 1987
Bachelor of Science, Business Administration
Transamerica Retirement Solutions 2011 - Present
Transamerica Retirement Solutions 2009 - 2011
Transamerica Retirement Solutions 2007 - 2009
Transamerica Retirement Solutions 2006 - 2007
MetLife 2003 - 2006
CSC 1993 - 2003
Trans World Airlines 1989 - 1993
Skills
Financial Services, Vendor Management, Disaster Recovery, IT Strategy, Business Analysis, Process Improvement, Risk Management, Business Intelligence, Program Management, Visio, Change Management, Project Management, Requirements Gathering, Requirements Analysis, Software Project...
Education
University of Kansas 1982 — 1987
Bachelor of Science, Business Administration
Vecchione Suzanne's Transamerica Retirement Solutions Experience September 2010 - Present
Job Conversion Manager at Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions September 2010 - Present
Accurecord Inc. August 2000 - September 2010
Skills
Pensions, Asset Allocation, Strategic Financial..., Employee Benefits, Asset Management
Education
State University of New York at Albany 1995 — 1997
Transamerica Retirement Solutions September 2010 - Present
Accurecord Inc. August 2000 - September 2010
Skills
Pensions, Asset Allocation, Strategic Financial..., Employee Benefits, Asset Management
Education
State University of New York at Albany 1995 — 1997
Yeung Lucy's Transamerica Retirement Solutions Experience June 1981 - Present
Job Quality Assurance specialist at Transamerica Retirement Solutions.
Industry Information Technology and Services
Experience
Transamerica Retirement Solutions. June 1981 - Present
Skills
Microsoft Excel, Microsoft Word, Team Management, Customer Service, Problem Solving
Education
University at Buffalo 1976 — 1981
Bachelor Science Business Administration, Business Administration and Management, General
graduated from SUNY at Buffalo 1976 — 1980
BS of Business Administration, Business Administration and Management, General
Transamerica Retirement Solutions. June 1981 - Present
Skills
Microsoft Excel, Microsoft Word, Team Management, Customer Service, Problem Solving
Education
University at Buffalo 1976 — 1981
Bachelor Science Business Administration, Business Administration and Management, General
graduated from SUNY at Buffalo 1976 — 1980
BS of Business Administration, Business Administration and Management, General
Sarah Melius's Transamerica Retirement Solutions Experience December 2014 - Present
Job AVP Business Development Retirement at Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions December 2014 - Present
Aspire Financial Services, LLC August 2013 - December 2014
Aspire Financial Services, LLC August 2012 - August 2013
Great-West Retirement Services January 2010 - July 2012
Great-West Life & Annuity Insurance Company August 2006 - January 2010
Howard & Associates November 2004 - June 2006
Skills
Retirement Planning, Investments, Mutual Funds, Retirement, Financial Services, Banking, Relationship Management, 401k, Microsoft Excel, Series 63, Sales
Education
University of Denver 1999 — 2004
Doctor of Law (JD)
University of Denver 2001 — 2004
Master of Laws (LLM), Taxation
University of Colorado Boulder 1990 — 1994
Bachelor's degree, Biology and Environmental Conservation
Transamerica Retirement Solutions December 2014 - Present
Aspire Financial Services, LLC August 2013 - December 2014
Aspire Financial Services, LLC August 2012 - August 2013
Great-West Retirement Services January 2010 - July 2012
Great-West Life & Annuity Insurance Company August 2006 - January 2010
Howard & Associates November 2004 - June 2006
Skills
Retirement Planning, Investments, Mutual Funds, Retirement, Financial Services, Banking, Relationship Management, 401k, Microsoft Excel, Series 63, Sales
Education
University of Denver 1999 — 2004
Doctor of Law (JD)
University of Denver 2001 — 2004
Master of Laws (LLM), Taxation
University of Colorado Boulder 1990 — 1994
Bachelor's degree, Biology and Environmental Conservation
David Tindall's Transamerica Retirement Solutions Experience February 2014 - Present
Job Retirements Counselor at Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions February 2014 - Present
PHH Mortgage Services April 2012 - December 2013
United Services Automobile Associates March 2011 - August 2011
Fidelity Investments March 2007 - May 2008
Franklin Templeton Distributors January 2000 - September 2004
Franklin Templeton Investor Services October 1997 - December 1999
Franklin Templeton Investor Services January 1995 - September 1997
Little Professor Book Center May 1989 - January 1994
Skills
Finance, Sales, Strategic Planning, Mutual Funds, Coaching, Sales Management, Call Centers, Loans, Mortgage Lending, Customer Service, Financial Markets
Education
University of South Florida - College of Business Administration 1986 — 1993
Bachelor of Science (BS), Finance
Transamerica Retirement Solutions February 2014 - Present
PHH Mortgage Services April 2012 - December 2013
United Services Automobile Associates March 2011 - August 2011
Fidelity Investments March 2007 - May 2008
Franklin Templeton Distributors January 2000 - September 2004
Franklin Templeton Investor Services October 1997 - December 1999
Franklin Templeton Investor Services January 1995 - September 1997
Little Professor Book Center May 1989 - January 1994
Skills
Finance, Sales, Strategic Planning, Mutual Funds, Coaching, Sales Management, Call Centers, Loans, Mortgage Lending, Customer Service, Financial Markets
Education
University of South Florida - College of Business Administration 1986 — 1993
Bachelor of Science (BS), Finance
Jasmin Ortiz's Transamerica Retirement Solutions Experience June 2013 - April 2015
Job Financial Analyst at TelePacific Communications
Industry Financial Services
Experience
TelePacific Communications May 2015 - Present
Transamerica Retirement Solutions June 2013 - April 2015
Boys & Girls Clubs of Carson October 2012 - August 2013
Beach Walk Café August 2010 - September 2012
Skills
Finance, Investments, Retirement Planning, Retirement, Mutual Funds, Fixed Income, Equities, Financial Risk, Executive Management, Budgets, Microsoft Excel, Financial Analysis, Business Planning, Strategic Planning
Education
The California State University
B.S., Finance
TelePacific Communications May 2015 - Present
Transamerica Retirement Solutions June 2013 - April 2015
Boys & Girls Clubs of Carson October 2012 - August 2013
Beach Walk Café August 2010 - September 2012
Skills
Finance, Investments, Retirement Planning, Retirement, Mutual Funds, Fixed Income, Equities, Financial Risk, Executive Management, Budgets, Microsoft Excel, Financial Analysis, Business Planning, Strategic Planning
Education
The California State University
B.S., Finance
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY