Trustar Retirement Services

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Trustar Retirement Services Employees

Employee
Years
Job
Industry
Carol Droge Carol Droge Kennedyville, Maryland Details
Carol Droge's Trustar Retirement Services Experience 1995 - 2005
Job Retired
Industry Nonprofit Organization Management
Experience
Shared Opportunity Service, Inc.   January 2008 - January 2013
Trustar Retirement Services   1995 - 2005
Delaware Charter G & T Co   1977 - 1995

Skills
Non-profits, Non-profit Fund..., Financials, Project Management

Education
University of Delaware   1970 — 1974
Bachelor of Arts (B.A.), American Studies

Paul Knisell, QPA, QKA, ERPA Paul Knisell, QPA, QKA, ERPA Burlington, Massachusetts Details
Paul Knisell, QPA, QKA, ERPA's Trustar Retirement Services Experience November 2001 - March 2002
Job Senior Account Manager at Summit Financial Corporation
Industry Financial Services
Experience
Summit Financial  April 2002 - Present
Trustar Retirement Services   November 2001 - March 2002
Trustar Retirement Services   May 1999 - November 2001

Skills
Series 6, Series 63, Mutual Funds, Retirement Planning, Asset Management, Enrolled Retirement..., QKA, QPA

Education
Suffolk University   1996 — 1999
Bachelor of Science (B.S.), Accounting

Suffolk University - Sawyer Business School   1995 — 1999
BS, Accounting

Dionne Delaney Dionne Delaney West Chester, Pennsylvania Details
Dionne Delaney's Trustar Retirement Services Experience June 1994 - March 2001
Job Administrative Assistant at Kennett Consolidated School District
Industry Education Management
Experience
Kennett Consolidated School District  November 2003 - Present
Nonprofit Development Institute   March 2003 - October 2003
Covenant Financial Services   August 1997 - March 2002
Trustar Retirement Services   June 1994 - March 2001
Trustar Retirement Services   June 1994 - March 2001

Skills
Event Planning, Public Speaking, Nonprofits, Customer Service, Event Management, Microsoft Office Xp, Desktop Publishing, Handmade Jewelry, Teaching, Staff Development, Entrepreneurship, Microsoft Office, Marketing Strategy, Accounting, Management, Budgets

Education
Christian Research and Development / Christian Stronghold Bapt Church   2011 — 2013
Biblical Counseling

University of Delaware - Lerner College of Business and Economics   1990 — 1994
Bachelor of Science (B.S.), Business Administration, Marketing

Philadelphia High School for Girls   1987 — 1990

Simicol Bateman Simicol Bateman Wilmington, Delaware Details
Simicol Bateman's Trustar Retirement Services Experience March 1997 - March 2002
Job Constituent Services Assistant at City of Wilmington
Industry Government Administration
Experience
City of Wilmington  May 2007 - Present
Advanced Staffing  October 2006 - May 2007
Capital Trust Company   January 2003 - October 2004
Trustar Retirement Services   March 1997 - March 2002

Skills
Community Outreach, Policy, Government, Event Planning, Customer Service, Rescue, Accounts Receivable, Nonprofits, Accounts Payable, System Administration, Management, Accounting, Employee Relations, Organizational...

Education
Goldey Beacom College   2011 — 2013
Bachelors of Science, Business Administration; Management and Organizational Psychology

Goldey Beacom College   2008 — 2010
Associates of Science, Business Administration, Management; Business Administration, Management

Goldey Beacom Business Training Center   1996 — 1997
Certificate, Business Administration and Management, General

Frank Dearborn Frank Dearborn Greater Boston Area Details
Frank Dearborn's Trustar Retirement Services Experience January 1998 - November 2000
Job Owner, Intervale Technologies
Industry Telecommunications
Experience
Intervale Technologies   April 2005 - Present
Shared Technologies  2004 - 2006
Summatis Communications   2002 - 2005
Paragon Communications  2001 - 2004
Paragon  2001 - 2003
Winstar  1999 - 2001
Winstar Communications  1999 - 2001
Trustar Retirement Services   January 1998 - November 2000

Skills
Account Management, Avaya, Cisco Technologies, Business Development, Managed Services, Sales, Solution Selling, Technical Support, Telecommunications, Vendor Relationships, VoIP, Telephony, Unified Communications, Wireless

Education
St. Joseph's College (ME)   1992 — 1996
English

Reading Memorial High School   1989 — 1992

Daniel Curley Daniel Curley Greater Boston Area Details
Daniel Curley's Trustar Retirement Services Experience January 2000 - January 2002
Job Provider Engagement Manager
Industry Hospital & Health Care
Experience
State Street  August 2008 - September 2012
Boston Financial Data Services  January 2004 - May 2008
Boston Financial Data Services  January 2002 - January 2004
Trustar Retirement Services   January 2000 - January 2002
Sprint  January 1998 - January 2000

Skills
Healthcare Management, Healthcare Analytics, Medicaid, EMR, EHR, Provider Relations, Process Improvement, Risk Management, Financial Services, Finance, Leadership, Mutual Funds, Data Analysis, Management, Microsoft Excel, Project Management, Medicare, Healthcare Information..., Regulatory Analysis, Customer Service, Visio, Research, Accounting, Relationship Management, PowerPoint, Business Process..., Financial Reporting, SharePoint, System Conversion, Analytics, Presentations, Sarbanes-Oxley Act, Business Process Mapping, ICD-9, Data Mining, ICD-10

Education
Boston College   1992 — 1998
Bachelor of Arts (B.A.), History

Milton High School   1988 — 1992

Thomas Twaddell Thomas Twaddell Coatesville, Pennsylvania Details
Thomas Twaddell's Trustar Retirement Services Experience March 2000 - December 2002
Job Tax Associate at PrimePay
Industry Consumer Services
Experience
PrimePay  July 2015 - Present
Blue Orchid Florist - www.theblueorchid.net   November 2012 - June 2015
April 2012   April 2012 - November 2012
Conde Nast Publications  January 2003 - April 2012
Trustar Retirement Services   March 2000 - December 2002
Conectiv Services, Inc   October 1998 - February 2000
ComNet Mortgage Services, Inc   April 1994 - October 1998

Skills
Accounts Receivable, Invoicing, Advertising, Magazines, MS Office (Word,..., Credit, Publishing, General Ledger, Spreadsheets, Sales, Fitech, Miser, Optical,..., Hatha Yoga, Management, Leadership, Online Advertising, Customer Service

Education
Immaculata University   1987 — 1996
B.A., Business Administration / Economics

West Chester State University   1982 — 1983
Music Teacher Education / Clarinet Major

Timothy Durepo Timothy Durepo Greater Boston Area Details
Timothy Durepo's Trustar Retirement Services Experience July 1997 - January 2000
Job Construction Product Sales
Industry Real Estate
Experience
KLINGSPOR Abrasives  September 2012 - Present
Keller Williams Real Estate  April 2008 - September 2012
New England Organ Bank  July 2006 - March 2008
Transamerica Retirement Services  May 2005 - January 2006
METAVANTE 401(K) SERVICES (purchased Trustar   January 2002 - November 2004
Trustar   February 2000 - December 2001
TRUSTAR RETIREMENT SERVICES   July 1997 - January 2000
Fidelity Investments  February 1995 - June 1997
BANK OF BOSTON  January 1987 - January 1994

Skills
CRM, Investments, Training, Sales, Management, Marketing, Business Development, Sales Operations, Marketing Strategy, Negotiation, Customer Service, Residential Homes, Condos, Investors, REO, Healthcare, Insurance, Community Outreach, Property, First Time Home Buyers

Education
Bentley College
Pension Certification, Defined Benefit Plans Certification

American International College   1981 — 1984
Bachelor of Science, Criminal Justice

Kevin Cherry Kevin Cherry Greater Boston Area Details
Kevin Cherry's Trustar Retirement Services Experience December 1999 - December 2001
Job Retirement Plans Senior Account Manager
Industry Financial Services
Experience
Boston Financial Data Services  January 2002 - Present
Trustar Retirement Services   December 1999 - December 2001
Datatrend Technologies  September 1999 - December 1999
Putnam Investments  October 1997 - September 1999

Skills
401k

Education
Massachusetts College of Liberal Arts   1991 — 1995
Bachelor of Arts, Sociology

Thomas O'Keefe, QKA Thomas O'Keefe, QKA Greater Boston Area Details
Thomas O'Keefe, QKA's Trustar Retirement Services Experience August 2001 - December 2001
Job ERISA Compliance
Industry Financial Services
Experience
John Hancock Retirement Plan Services  December 2014 - Present
AFC Pensions, Inc.   April 2014 - December 2014
Sentinel Benefits & Financial Group  November 2011 - April 2014
The Hartford  January 2010 - November 2011
Standard Insurance Company  September 2003 - August 2009
Standard Insurance Company  2003 - 2006
Boston Financial Data Services  December 2001 - November 2003
Trustar Retirement Services   August 2001 - December 2001
John Hancock  September 2000 - July 2001
MetLife Financial Services  April 2000 - September 2000

Skills
401k, ERISA, Retirement, Customer Relations, Pensions, Excel, Microsoft Office, Plan Design, Outlook, Profit Sharing, Compliance, Benefits Administration, Defined Contribution, Employee Benefits, Business Planning, Defined Benefit, Form 5500 preparation, Series 6, Financial Advisory, Pension Administration, Series 63, Mutual Funds, Customer Service, Qualified Retirement..., 403 b, Retirement Plan..., Qualified Domestic..., Retirement Benefits, Microsoft Excel

Education
Saint Anselm College   1989 — 1993
BA

St. Mary's High School   1985 — 1989

Steve Tangney Steve Tangney Greater Boston Area Details
Steve Tangney's Trustar Retirement Services Experience 2000 - 2002
Job Client Service Officer at DST Retirement Solutions
Industry Financial Services
Experience
DST Retirement Solutions  October 2013 - Present
DST Retirement Solutions  April 2002 - October 2013
Trustar Retirement Services   2000 - 2002
Putnam Investments  1998 - 2000

Skills
Financial Services, Mutual Funds, 401k, Retirement, Series 6, Qualified Retirement..., Securities

Education
Suffolk University - Sawyer Business School   2003 — 2007
MBA

Assumption College   1994 — 1998

University College Galway

David Leary David Leary Greater Boston Area Details
David Leary's Trustar Retirement Services Experience 2002 - 2003
Job Program/Project Management Professional
Industry Defense & Space
Experience
Smiths Detection  August 2014 - Present
Smiths Detection  November 2013 - June 2014
MRE Technology Solutions LLC   November 2013 - June 2014
CSMI  June 2011 - October 2013
CSMI  June 2008 - June 2011
US Army  June 2007 - June 2008
US Army  June 2005 - June 2007
US Army  June 2003 - May 2005
Trustar Retirement Services   2002 - 2003
Boston Financial Data Services  2000 - 2002

Skills
Program Management, DoD, Army, Government, Security Clearance, Military, Security, Leadership, Defense, Government Contracting, Force Protection, Proposal Writing, Operations Management, Special Operations, Military Operations, Team Building, Afghanistan, C4ISR, Command, National Security, Management, Strategic Planning, Operational Planning, Risk Management, Policy, Logistics, Military Experience, Process Improvement, Leadership Development, Counterterrorism, Systems Engineering, Earned Value Management, Organizational..., Integration, Homeland Security, Electronic Warfare

Education
Northeastern University   2014 — 2015
Master's Degree, Security and Resilience Studies

Suffolk University - Sawyer School of Management   2010 — 2012
Executive Master of Business Administration (EMBA), Business Administration and Management, General, 3.7

US Army Armor School - Maneuver Center of Excellence   2005 — 2006
Leadership

US Army Infantry School - Officer Candidate School   2005 — 2005
Commisioned Officer, Leadership

University of Massachusetts Boston   1997 — 2000
BA, Music

Brad Pedersen, CFA Brad Pedersen, CFA Greater Chicago Area Details
Brad Pedersen, CFA's Trustar Retirement Services Experience 1996 - 1997
Job Director Portfolio Management Vice President at Northern Trust
Industry Financial Services
Experience
Northern Trust  April 2000 - Present
John Hancock  1998 - 2000
Trust Consultants   1997 - 1998
PNC Bank  1996 - 1997
Trustar Retirement Services   1996 - 1997

Skills
Fixed Income, Asset Managment, Portfolio Management, Asset Allocation, Morningstar, Investments, Securities Lending, Asset Management, Funding, Fund Accounting, Strategy, Alternative Investments, Equities, Hedge Funds, Securities, Investment Management, Financial Services

Education
Miami University   1992 — 1996

Catherine Noyes Catherine Noyes Greater Boston Area Details
Catherine Noyes's Trustar Retirement Services Experience January 1996 - April 2002
Job
Industry Financial Services
Experience
Computershare  November 2013 - September 2014
Saint Albert the Great Parish   February 2012 - November 2013
Commonwealth of Massachusetts  February 2009 - July 2009
New York Life Retirement Plan Services  March 2008 - September 2008
Boston Financial Data Services, Inc.   April 2002 - November 2007
Trustar Retirement Services   January 1996 - April 2002
State Street Bank & Trust Company  1984 - 1995

Skills
Business Analysis, Employee Benefits, Mutual Funds, Financial Services, 401k, Retirement, SDLC, CRM, Finance, Relationship Management, Risk Management, Retirement Planning, Investments, Client Services

Education
Suffolk University   1980 — 1984
BSBA, Management

Massasoit Community College   2012 — 2013
Human Resources Certificate