Trustar Retirement Services
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16 Trustar Retirement Services employees in database. Find out everything there's to know about Trustar Retirement Services employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Trustar Retirement Services Employees
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
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
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
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
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
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
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
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
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
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
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
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
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
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