United Retirement Plan Consultants

Description

Address: 300 W Exchange St Suite 200, Providence, RI 02903 Hours: Closed ⋅ Opens 9AM Tue Martin Luther King Jr. Day might affect these hoursMonday(Martin Luther King Jr. Day)9AM–5PMHours might differTuesday9AM–5PMWednesday9AM–5PMThursday9AM–5PMFriday9AM–5PMSaturdayClosedSundayClosedSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (401) 244-1600Website: : : : Place name: : : Category: : Website: http://www.unitedretirement.com/ Category: Financial consultant Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of United Retirement Plan Consultants Posting publicly on the Web Write a review Reviews Be the first to review

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United Retirement Plan Consultants Employees

Employee
Years
Job
Industry
Izzak Brassea Izzak Brassea Greater San Diego Area Details
Izzak Brassea's United Retirement Plan Consultants Experience 2008 - 2011
Job Lead Software Engineer Full Stack
Industry Computer Software
Experience
ACTIVE Network  January 2015 - Present
The Active Network  2012 - December 2014
ACTIVE Network  2011 - December 2012
United Retirement Plan Consultants   2008 - 2011
University of Southern California  2007 - 2008
Deloitte  1999 - 2002

Skills
JavaScript, jQuery, Node.js, HTML 5, PHP, Android, Java, ColdFusion, Web Development, Scrum, Ruby, CSS, Flex, Apache, Software Development, Web Design, MySQL, Microsoft SQL Server, Visual Studio, Visio, SQL, Java Server Faces, Jersey java, Normalization, RESTful WebServices, VB, Visual c++, AppleScript, FileMaker, HTML5, ActionScript, XUI, Ruby on Rails, Database Design, OOP, MEAN, .NET

Education
University of Southern California
Continuing Education

SAC college
Computer Science, Software development

United Education Institute
Networking technologies, Computer science, windows networks, hardware troubleshooting

Ashley Baldwin Ashley Baldwin San Carlos, California Details
Ashley Baldwin's United Retirement Plan Consultants Experience June 2006 - February 2013
Job Marketing Coordinator at Inside Source/Young
Industry Furniture
Experience
Inside Source/Young  March 2015 - Present
Inside Source/Young  October 2013 - March 2015
In2Change  February 2013 - October 2013
United Retirement Plan Consultants   June 2006 - February 2013
Krochet Kids International  July 2012 - December 2012
Fashionomics Live!   January 2012 - November 2012
Element Skateboards  January 2012 - July 2012
RuffaloCODY  September 2010 - December 2011
Pearl Izumi  January 2011 - April 2011
The Buckle  August 2009 - December 2009

Skills
Marketing, Social Media, Event Management, Pinterest Marketing, Blogging, WordPress, Facebook Marketing, Press Releases, Account Management, Twitter Marketing, Social Media Analytics, Merchandising, Microsoft Powerpoint, Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Publisher, Event Planning, Visual Merchandising, Trade Shows, Custom Facebook Pages, Fashion, Outlook, Public Relations, Team Design

Education
Colorado State University   2008 — 2012
BS, Design and Merchandising

Colorado State University   2008 — 2012
Business Administration Minor, Business Administration and Management, General

Smoky Hill   2004 — 2008

AIU
Fashion Merchandising

Andy Hockman Andy Hockman Columbus, Ohio Area Details
Andy Hockman's United Retirement Plan Consultants Experience January 2013 - October 2014
Job Regional Vice President Sales OH & KY at CUNA Mutual Retirement Solutions
Industry Financial Services
Experience
CUNA Mutual Retirement Solutions  November 2014 - Present
United Retirement Plan Consultants   January 2013 - October 2014
Fortune 100 Companies  January 2002 - January 2013
United States Marine Corps  1993 - 1997

Skills
Mutual Funds, 401k, Retirement Planning, Retirement, Banking, Insurance, Fixed Annuities, Investments, Sales Management, Financial Analysis, Sales Presentations, Employee Benefits, Relationship Management, Series 7, Variable Annuities, Pensions, Training, Financial Advisory, Financial Services, Capital Markets, Military Training, Leadership Development, IRAs, Coaching, Team Building, New Business Development, Series 6, Securities, Series 63, Leadership

Education
The Ohio State University   1998 — 2001
Bachelor of Arts (B.A.), Journalism

Carol Wheeler, QPA Carol Wheeler, QPA Orange County, California Area Details
Carol Wheeler, QPA's United Retirement Plan Consultants Experience November 1996 - Present
Job Senior Retirement Plan Administrator Defined Benefit, 401(k), Combo Plans
Industry Financial Services
Experience
United Retirement Plan Consultants   November 1996 - Present
Pension Advisors  1994 - 1996
Federal Deposit Insurance Corporation  1990 - 1994
Federal Savings & Loan Insurance Corporation (FSLIC)   1988 - 1990

Skills
Retirement, 401k, Investment Advisory, Defined Benefit, Customer Service, Employee Benefits, Pensions, Process Improvement, Insurance, Accounting, Retirement Planning, Qualified Retirement..., Business Planning, Mutual Funds, ERISA, System Administration, Microsoft Office, Investments, Program Management, Microsoft Word

Education
California State Polytechnic University-Pomona
Bachelor Science, Business Administration

Christine Iammarino Christine Iammarino Dublin, Ohio Details
Christine Iammarino's United Retirement Plan Consultants Experience January 2013 - Present
Job Web Developer at United Retirement Plan Consultants
Industry Financial Services
Experience
United Retirement Plan Consultants   January 2013 - Present

Education
DeVry University-Ohio   2009 — 2012
Computer Software Engineering

The Ohio State University   1997 — 2001
Psychology

David Augustine David Augustine Greater Boston Area Details
David Augustine's United Retirement Plan Consultants Experience July 2013 - April 2014
Job Associate Actuary at Delta Dental of Rhode Island
Industry Insurance
Experience
United Retirement Plan Consultants   July 2013 - April 2014
Muldoon's Mini-Mart   October 2008 - November 2012
United States Soccer Federation  2008 - 2010

Skills
MS Excel, MS Access, Java, VBA, LateX, Mathematica, MatLab, SQL, R, Matlab, Statistics, Data Analysis, Microsoft Excel, Microsoft Word, Quantitative Analytics, SPSS, Actuarial Science, Predictive Modeling

Education
University of Massachusetts, Amherst   2009 — 2011
Bachelor’s of Science, Applied Mathematics and Statistics

University of Massachusetts, Dartmouth   2006 — 2009
Undeclared

New Bedford High School

Katrina Plourde, SPHR Katrina Plourde, SPHR Columbus, Ohio Area Details
Katrina Plourde, SPHR's United Retirement Plan Consultants Experience February 2010 - October 2011
Job Senior Human Resources Leader
Industry Human Resources
Experience
Westerville Public Library  November 2012 - Present
Franklin University  December 2009 - Present
Lane Bryant  October 2011 - July 2012
United Retirement Plan Consultants   February 2010 - October 2011
Zomax  July 2004 - April 2009
Sophisticated Systems Inc  2000 - 2004
Sequent, Inc.   2000 - 2003
Ohio Cat  1990 - 1999

Skills
Strategic HR, Human Resources, Talent Management, Employee Relations, Onboarding, HRIS, Personnel Management, Organizational..., Team Building, Temporary Placement, Deferred Compensation, Coaching, HR Policies, New Hire Orientations, Recruiting, Employee Benefits, Training, Benefits Administration, Payroll, Talent Acquisition, Employee Engagement

Education
The Ohio State University Fisher College of Business   1992 — 1994
MLHR, Human Resources

Cedarville University   1985 — 1989
BA, Busines Management

Freeport Middle School

Gerry Colman Gerry Colman Baltimore, Maryland Area Details
Gerry Colman's United Retirement Plan Consultants Experience December 2013 - Present
Job Sales Support Specialist at United Retirement Plan Consultants and Part Time Millwork Specialist at Home Depot
Industry Banking
Experience
United Retirement Plan Consultants   December 2013 - Present
The Home Depot  March 1993 - Present
SunTrust Bank  January 2013 - October 2013
Wells Fargo  April 2007 - July 2012
Smith Barney  2006 - 2007
Legg Mason  1998 - 2006

Skills
Structured Finance, Mutual Funds Research..., Separately Managed..., Rental and Leasing..., Steel Fabrication Yard..., Manager Bridging ..., Money Mangement Research, Mutual Funds, Portfolio Management, Fixed Income, Asset Allocation, Securities, Financial Services, Banking, Bonds, Trading, Valuation, Derivatives, Financial Advisory, Wealth Management, Finance

Education
Stevens Institute of Technology
Bachelor of Science (BS)

Patricia Freeman Patricia Freeman Marina Del Rey, California Details
Patricia Freeman's United Retirement Plan Consultants Experience April 1999 - Present
Job Retirement Plan Specialist
Industry Executive Office
Experience
United Retirement Plan Consultants   April 1999 - Present
Garden of Eatin'   March 1993 - September 1998
Northrop Grumman Corporation  September 1987 - January 1992
McDonald Douglas Aircraft Company   April 1981 - September 1987

Skills
401k, Benefits Administration, Retirement, Pensions, Employee Benefits, Pension Administration, Retirement Planning, ERISA, Retirement Plan..., Qualified Retirement..., Profit Sharing

Education
University of Phoenix   1991 — 1994
Business Management

California State Polytechnic University-Pomona   1976 — 1978
Math

Pamela Binder Pamela Binder Orange County, California Area Details
Pamela Binder's United Retirement Plan Consultants Experience October 2014 - Present
Job Vice President and Senior Actuary at United Retirement Plan Consultants
Industry Human Resources
Experience
United Retirement Plan Consultants   October 2014 - Present
Benetech, Inc  December 2012 - October 2014
Proliant, Inc. (fka PayDay USA, Inc.)   January 2011 - December 2012
Actuarial Consultants, Inc.   January 2007 - December 2010
Mercer  1998 - 2006
Towers Perrin  October 1992 - October 1998

Skills
Actuarial Consulting, Health Care Consulting, Retirement Plan..., Employee Benefits..., Credentialed Actuary, Health Care Professional, Health Care..., Payroll Processing, Payroll Administration, Multi-state Payroll, Pension Administration, Pension Actuary, Retirement Plans, Defined Benefit Plans, Defined Contribution..., Exceptional written and..., Employee Benefits, Defined Benefit, Retirement Planning, Multi-State Sales Tax, Payroll, Healthcare Management, Defined Contribution, Analytics, Employee Management, Recruiting, People Development, Retirement Plan..., Actuarial Science, Pensions, Retirement, Benefits Administration, Benefits Design, ERISA, 401k, Executive Pay, Management, Business Planning, Employee Training, Training, Human Resources, Outsourcing, Healthcare Consulting, Profit Sharing, Consulting

Education
University of California, Los Angeles   1987 — 1991
BS, Applied Mathematics

STHS

STHS

STHS

Susquehanna Township High High School

Stephen Rosen Stephen Rosen Greater Philadelphia Area Details
Stephen Rosen's United Retirement Plan Consultants Experience December 2012 - March 2013
Job Managing Director at FTI Consulting
Industry Financial Services
Experience
FTI Consulting  April 2013 - Present
SHR Consulting, LLC   May 2009 - Present
TPA Resources LLC   July 2012 - December 2014
American Academy of Actuaries  October 2010 - November 2013
United Retirement Plan Consultants   December 2012 - March 2013
Stephen H. Rosen & Associates, Inc.   November 1982 - November 2012
National Investment Managers (predecessor to United Retirement Plan Consultants)   August 2005 - March 2010
Haddon Strategic Alliances   1999 - 2005
ASPPA  2003 - 2004
Paul A. Tanker & Associates   November 1971 - October 1982

Skills
Actuarial Science, Strategic Consulting, Retirement Planning, Teaching, Expert Witness, Pensions, Employee Benefits, Retirement, Actuarial, Valuation, ERISA, 401k, Financial Planners, Economics, Investments, Risk Management, Fixed Annuities, Pension Administration, Actuaries, Mutual Funds, Retirement Plan..., Finance, Small Business, Securities, Qualified Retirement..., Tax, Life Insurance, Financial Services, Strategy, Management Consulting, Estate Planning, Mergers & Acquisitions, Investment Advisory, Financial Advisory, Executive Pay, Financial Reporting, Strategic Financial..., Insurance, Consulting, Defined Benefit, Profit Sharing, Asset Allocation, Health Insurance, Wealth Management, Disability Insurance, Long-term Care, Investment Strategies, Financial Risk, Series 63, Enterprise Risk...

Education
Rutgers University-New Brunswick   1967 — 1971
AB, Math

Cherry Hill High School   1963 — 1967

University of Iowa
Actuarial Science

Wharton School, University of Pennsylvania
Business

Susan C. Ambler Susan C. Ambler Greater Philadelphia Area Details
Susan C. Ambler's United Retirement Plan Consultants Experience July 2006 - April 2010
Job Retirement Plan Document Specialist at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group  April 2013 - Present
Benetrends, Inc.   April 2010 - April 2013
United Retirement Plan Consultants   July 2006 - April 2010
Ascensus  April 1999 - July 2006
Prudential Financial  July 1997 - April 1999

Skills
Retirement, Plan Design, Compliance, Customer Service, Accounting, Problem Solving, Word, Excel, Microsoft Office, PowerPoint, Training, 401(k), Qualified Retirement..., Pensions, 401k, Business Planning, ERISA, Microsoft Word, Microsoft Excel, Investments, Defined Contribution, Financial Services, Small Business, Employee Benefits, Insurance, Retirement Planning, Finance, Process Improvement

Education
Kutztown University of Pennsylvania   1988 — 1992
BS in Ed, Elementary Education

Lansdale School of Business   2007 — 2009
Accounting Speciality Diploma, Accounting

Eric Murata Eric Murata Greater Los Angeles Area Details
Eric Murata's United Retirement Plan Consultants Experience December 2014 - Present
Job Manager at United Retirement Plan Consultants
Industry Financial Services
Experience
United Retirement Plan Consultants   December 2014 - Present
Kravitz, Inc.   November 2009 - December 2014
Morgan Stanley  August 2007 - November 2009
Japanese American Cultural & Community Center  June 2007 - August 2007
Smith Barney Citigroup  June 2004 - September 2006

Skills
MS Excel Pivot Tables, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Management, Analysis, Financial Analysis, Strategic Planning, Process Improvement, Outlook, Business Analysis

Education
University of California, Los Angeles   2005 — 2009
Bachelor of Arts (B.A.), Political Science

Terry Showack, QPA, QKA, ERPA Terry Showack, QPA, QKA, ERPA Greater Philadelphia Area Details
Terry Showack, QPA, QKA, ERPA's United Retirement Plan Consultants Experience November 2009 - Present
Job Pension Consultant / Client Relationship Manager at United Retirement Plan Consultants
Industry Financial Services
Experience
Stephen H. Rosen and Associates   November 2009 - Present
United Retirement Plan Consultants   November 2009 - Present
Atlantic Pension Planning Corp   2004 - 2009
Redwood Administrators   2002 - 2004
Mid Atlantic Pension Services / Mid Atlantic Pension Design and Administration, Inc.   February 2000 - April 2002

Skills
Defined Contribution, Pension Administration, 401k, Microsoft Office, Pensions, Retirement Planning, ERISA, Retirement, Profit Sharing, Retirement Plan...

Education
Rowan University
BA, Mathematics

Our Lady of Mercy Academy   1986 — 1990

Bonnie Post, ERPA, QPA, QKA Bonnie Post, ERPA, QPA, QKA Greater Denver Area Details
Bonnie Post, ERPA, QPA, QKA's United Retirement Plan Consultants Experience September 1999 - May 2013
Job Consultant/ Team Leader at Nova 401(k) Associates
Industry Financial Services
Experience
Nova 401(k) Associates   May 2013 - Present
United Retirement Plan Consultants   September 1999 - May 2013
BMC Consultants   January 1998 - September 1999
Mobius Tech, Inc.   January 1992 - November 1997

Skills
Retirement Plan..., Process Improvement, Leadership, Profit Sharing, Defined Benefit, ERISA, 401k, Retirement, Pensions, Investments, Retirement Planning, Insurance, Employee Benefits, Wealth Management, Pension Administration, Qualified Retirement..., Asset Allocation

Education
Penn State University   1983 — 1987
Quantitative Business Analysis

Lance Kesterson Lance Kesterson Dublin, Ohio Details
Lance Kesterson's United Retirement Plan Consultants Experience April 2011 - Present
Job SVP National Sales Manager | United Retirement Plan Consultants | Qualified Plans Design, Consulting and Administration
Industry Financial Services
Experience
United Retirement Plan Consultants   April 2011 - Present
Nationwide Financial  2006 - 2009
Nationwide Financial  2001 - 2006
Nationwide Financial  2000 - 2001
Nationwide Financial  1998 - 2000

Skills
Change Management, Process Improvement, Negotiation, Acquisition Integration, Expense Management, Retirement, Strategic Planning, Sales Management, Sales Process, Qualified Retirement..., Retirement Plan..., Service Management, Operational Excellence, Service Improvement, Business Process..., Marketing, New Business Development, Strategic Thinking, Business Strategy, Contract Negotiation, Retirement Plan..., Business Development, Customer Experience, Business Relationship..., Mergers, Retirement Planning, Project Management, Leadership, Insurance, Strategic Financial..., Mergers & Acquisitions, 401k, Cross-functional Team..., Strategy, CRM, Financial Planning, Risk Management

Education
The Ohio State University - The Max M. Fisher College of Business   1993 — 1995
MBA

The Ohio State University   1980 — 1986
Bachelor of Science, Finance and Accounting

Duane Mayer Duane Mayer Boise, Idaho Area Details
Duane Mayer's United Retirement Plan Consultants Experience January 2013 - Present
Job Regional Consulting Actuary, Associate VP at United Retirement Plan Consultants
Industry Financial Services
Experience
United Retirement Plan Consultants   January 2013 - Present
ASPPA  1980 - Present
National Actuarial Pension Services, Inc.   July 2008 - December 2012
Alaska Pension Services, Ltd.   August 1986 - June 2008

Skills
Profit Sharing, Defined Benefit, ERISA, 401k, Retirement Plan..., Retirement, Pension Administration, Retirement Planning, Employee Benefits, Pensions, Qualified Retirement..., Actuarial Science, Executive Pay, Defined Contribution, Consulting

Education
Hamline University   1970 — 1974
Bachelor of Science (B.S.), Math and Economics

Ray McFaul Ray McFaul Baltimore, Maryland Area Details
Ray McFaul's United Retirement Plan Consultants Experience November 2011 - November 2014
Job Wye Oak Financial Advisors
Industry Financial Services
Experience
Wye Oak Financial Advisors   December 2014 - Present
United Retirement Plan Consultants   November 2011 - November 2014
Wolf Financial Group   2002 - August 2011

Education
University of Maryland College Park

Trent A. Hoilien, Esq., APM Trent A. Hoilien, Esq., APM Greater Philadelphia Area Details
Trent A. Hoilien, Esq., APM's United Retirement Plan Consultants Experience May 2008 - Present
Job Associate Vice President & Senior ERISA Counsel at United Retirement Plan Consultants
Industry Financial Services
Experience
United Retirement Plan Consultants   May 2008 - Present
Stephen H. Rosen & Associates, Inc.   May 2008 - May 2014
Delaware Investments  October 2001 - May 2008
BISYS Retirement Plan Services   1999 - 2001

Education
Oklahoma City University School of Law   1992 — 1995
J.D., Law

University of Oklahoma   1988 — 1992
B.A., Public Affairs and Administration

Gina Reimer Gina Reimer Columbus, Ohio Area Details
Gina Reimer's United Retirement Plan Consultants Experience 2011 - Present
Job CPA
Industry Accounting
Experience
United Retirement Plan Consultants   2011 - Present
Defense Finance & Accounting Services (DFAS)   2009 - 2011
The Glimcher Company   2008 - 2008
Time Warner Cable  2006 - 2008
Dominion Homes, Inc.   2004 - 2006
Pilkington North America  1998 - 2003
Glasstech, Inc.   1994 - 1998
Ernst & Young  1990 - 1994

Skills
Internal Controls, Financial Reporting, Accounting, Financial Analysis, GAAP, General Ledger, Forecasting, Auditing, Process Improvement, Budgets, Internal Audit, US GAAP, Sarbanes-Oxley Act, Payroll, Managerial Finance, Account Reconciliation, Financial Accounting, Accounts Payable, Tax Accounting, CPA, Variance Analysis, Microsoft Dynamics /..., PeopleSoft, JD Edwards, Peachtree, Cognos, Finance, Financial Statements

Education
Bowling Green State University
BSBA, Accounting

David Proctor David Proctor Indianapolis, Indiana Area Details
David Proctor's United Retirement Plan Consultants Experience August 2012 - July 2013
Job Director, Operations Initiatives at Ascension Health
Industry Financial Services
Experience
Ascension Health  February 2014 - Present
United Retirement Plan Consultants   August 2012 - July 2013
Zenith Administrators  June 2006 - October 2011
A&G Healthcare   May 2004 - June 2006
Edward B. Morris Associates   May 1993 - May 2004
Warren Steinborn Associates   May 1992 - May 1993
Federal Home Loan Bank of Indianapolis  November 1980 - May 1992
Huntington National Bank  February 1978 - November 1980

Skills
MS Office Suite, Mentoring, Change Management, Risk Management, Insurance, Management, Program Management, Employee Benefits, Budgets, System Administration, Training, Microsoft Office, Strategic Planning, Healthcare, Business Planning, Policy, Human Resources, Software Documentation, Administration, Customer Service, Leadership, Employee Relations, Marketing, Organizational..., Payroll, Process Improvement, Project Management, Sales, Strategic Leadership, Team Building, New Business Development

Education
Franklin College   1974 — 1978
BA, Mathematics and Science

Blair Campbell Blair Campbell Portland, Oregon Area Details
Blair Campbell's United Retirement Plan Consultants Experience November 2014 - June 2015
Job AVP Key Account Team Leader at United Retirement Plan Consultants
Industry Financial Services
Experience
United Retirement Plan Consultants   November 2014 - June 2015
United Retirement Plan Consultants   October 2013 - October 2014
The Standard  August 2011 - February 2013
The Standard  August 2006 - August 2011
The Standard  March 2003 - August 2006
The Standard  November 1989 - March 2003
The Standard  November 1986 - November 1989
The Standard  May 1984 - November 1986

Skills
401k, Defined Benefit, 403 b, Retirement Planning, Fixed Annuities, Retirement Plan..., Mutual Funds, Profit Sharing, ERISA, FINRA, Defined Contribution, Investments, Pensions, Retirement

Education
Lewis and Clark College
Bachelor of Science (B.S.), Economics

Jessica Sleczkowski Jessica Sleczkowski Providence, Rhode Island Area Details
Jessica Sleczkowski's United Retirement Plan Consultants Experience April 2014 - Present
Job Analyst at United Retirement Plan Consultants
Industry Financial Services
Experience
United Retirement Plan Consultants   April 2014 - Present
The Wine Experience and Cafe   August 2012 - February 2014
The Cheesecake Factory  February 2011 - March 2013
Epicurean Catering  July 2011 - January 2012
24 Hour Fitness  March 2011 - October 2011
The Coffee Bean & Tea Leaf  July 2009 - April 2010

Skills
Highly detail oriented, Customer Service, Multi Tasking, Enthusiasm to learn, Microsoft Excel, Microsoft Office, Outlook, Microsoft Word, Problem Solving, English, Windows, Determination to Succeed, Motivated self-starter, Servers, Team-oriented, Learning Quickly, Listening to customers, Time Management, Drive for Success, Organization Skills, PowerPoint, Teamwork

Education
Arapahoe Community College   2011 — 2015
Associate of General Studies

University of Oregon   2006 — 2008
Interior Architecture/ General Studies

Coventry High School   2002 — 2006
High School Diploma, General Studies

Carla Meell Carla Meell Wayne, Pennsylvania Details
Carla Meell's United Retirement Plan Consultants Experience November 2008 - March 2012
Job Insurance Coordinator at Devon Orthodontics
Industry Financial Services
Experience
Devon Orthodontics   June 2015 - Present
United Retirement Plan Consultants   November 2008 - March 2012
Crawford Broadcasting  August 1994 - February 1996
Synthes  August 1992 - October 1993

Skills
Microsoft Office, 401k, Retirement, Customer Service

Education
University of Pennsylvania   1988 — 1992
B.A., Psychology

Gideon Chang Gideon Chang Los Angeles, California Details
Gideon Chang's United Retirement Plan Consultants Experience May 2015 - Present
Job Disbursement Specialist at United Retirement Plan Consultants
Industry
Experience
United Retirement Plan Consultants   May 2015 - Present
Daylight Adult Day Health Care Center   September 2014 - May 2015
Kona America, Inc   March 2014 - May 2014
Hi Ho Market   June 2013 - December 2013
Vacation Bible Study   April 2010 - January 2013
Summer Missions Trip   April 2007 - January 2009

Skills
Time Management, Management, Leadership, Microsoft Office, Research, Social Networking

Education
UC Riverside   2009 — 2013
Bachelor of Arts (BA), Psychology

University of California, Berkeley
Bachelor of Arts, Psychology

Christine Iammarino Christine Iammarino Cleveland, Ohio Details
Christine Iammarino's United Retirement Plan Consultants Experience January 2013 - January 2014
Job Jr. Web Developer at Capture Education
Industry Computer Software
Experience
Capture Education   June 2015 - Present
Apple, Inc.   May 2014 - May 2015
United Retirement Plan Consultants   January 2013 - January 2014
Ciao, Inc.   March 2010 - January 2013
89 Fish & Grill   January 2012 - April 2012
MaryBeth Zakany Catering Company   January 2001 - December 2011
BrickHouse Consultants, LLC   February 2007 - November 2008
Starbucks Coffee Company  August 2005 - January 2008

Skills
Writing, Creative Writing, Technical Writing, Microsoft Office, Microsoft Excel, Microsoft Word, Market Research, Social Media, Social Media Marketing, Social Networking, Email Marketing, Digital Marketing, Digital Media, Photography, Computer Science, Computer Proficiency, Internet, IT Operations, Problem Solving, Product Design, Programming, ASP.NET, JavaScript, CSS, Software Development, Web Design, Web Development, Web Applications, Web Content, Technical Support, Database Admin, Computer Repair, Creative Strategy, Wordpress, Adobe Creative Suite, Sales, Photoshop, Branding & Identity, Microsoft Office..., Leadership, WordPress, Advertising, Access, Logo Design, Content Management, Time Management, User Interface Design, User Experience, Interaction Design

Education
DeVry University   2009 — 2011
BS, Computer Information Systems

Columbus College of Art & Design   2003 — 2005
almost a BFA, Time-Based Media

The Ohio State University   1997 — 2001
BA, Psychology

Donna Woerner, QPA, QKA, ERPA Donna Woerner, QPA, QKA, ERPA Burlington, New Jersey Details
Donna Woerner, QPA, QKA, ERPA's United Retirement Plan Consultants Experience September 2004 - February 2015
Job Pension Consultant at Continental Benefits Group, Inc.
Industry Financial Services
Experience
Continental Benefits Group, Inc.   February 2015 - Present
United Retirement Plan Consultants   September 2004 - February 2015
Mand Marblestone & Danziger, P.C.   November 1997 - May 2004

Skills
Pension Administration, Defined Benefit, Profit Sharing, Pensions, Retirement, 401k, Retirement Plan..., Defined Contribution, Qualified Retirement..., ERISA, Retirement Planning, Microsoft Excel

Education
Rutgers University   1987 — 1990
Bachelor's degree, Business, Management, Marketing, and Related Support Services

Camden County College

Robert Bednarski Robert Bednarski Columbus, Ohio Area Details
Robert Bednarski's United Retirement Plan Consultants Experience August 2011 - Present
Job Network Technician at United Retirement Plan Consultants
Industry Information Technology and Services
Experience
United Retirement Plan Consultants   August 2011 - Present
CareWorks Technologies  March 2011 - July 2011
Circle K  November 2010 - March 2011
Teleperformance  May 2010 - September 2010
Burger King Corporation  June 2009 - April 2010
United Dairy Farmers  February 2009 - May 2009
2009 CCDISH   September 2008 - January 2009
CVS Pharmacy  February 2003 - September 2008
Jimmy John's  August 2002 - December 2002

Skills
Training, Active Directory, Customer Service, MS Exchange 2007, Citrix XenApp 6, vSphere, Barracuda Spam Firewall, Barracuda Web Filter, Project Management, DHCP, Symantec Endpoint..., System Administration, Microsoft Exchange, VMware, Citrix, Quality Assurance

Education
ITT Technical Institute   2009 — 2011
Associate of Applied Science, Computer Networking Services

The Ohio State University   2001 — 2002
Hospitality Management

Ali Landeros Ali Landeros Orange County, California Area Details
Ali Landeros's United Retirement Plan Consultants Experience June 2014 - Present
Job Sales Support Specialist at United Retirement Plan Consultants
Industry Marketing and Advertising
Experience
United Retirement Plan Consultants   June 2014 - Present
United Retirement Plan Consultants   April 2012 - June 2014
Habitat for Humanity  February 2012 - April 2012
Franklin Templeton Investments  May 2011 - November 2011
Pi Kappa Alpha- Lambda Psi Chapter   October 2009 - May 2011
Calfornia State University, Chico   January 2009 - May 2011
Garden Grove Unified School District  October 2007 - August 2008

Skills
Research, Market Research, Interpreter, Customer Service, Microsoft Office, Excel, Word, Policy, PeopleSoft, Public Relations, Public Speaking, Pega, Trillium, Adobe Creative Suite, Recruitment Advertising, Student Recruitment, Microsoft Word, Microsoft Excel, Editing, Training

Education
CSU Chico   2008 — 2011
Bachelor's Degree, History-Business

Golden West College   2005 — 2008
Associates, General-History

Walton Intermediate

David Strom David Strom Portland, Oregon Area Details
David Strom's United Retirement Plan Consultants Experience October 2014 - December 2014
Job Director at AKT Retirement Plan Services LP
Industry Financial Services
Experience
AKT Retirement Plan Services LP   January 2015 - Present
United Retirement Plan Consultants   October 2014 - December 2014
United Retirement Plan Consultants   May 2012 - October 2014
Kravitz, Inc.   2012 - May 2012
Kravitz, Inc.   2011 - January 2012
Kravitz, Inc.   2008 - 2010
Kravitz, Inc.   2004 - 2007
Kravitz, Inc.   1999 - 2003
Kravitz, Inc.   1994 - 1998
Kravitz, Inc.   1990 - 1993

Skills
Client Service Expertise, Relationship Management, Large Group Facilitation, Team Building, Visioning, Colllaborative..., Strategic Planning, Tactical Execution, Forward Looking Metrics, Accountability, Offshore Management, Leadership Development, 401(k), Cash Balance Pension, Benefits Administration, Customer Service, Retirement Plan..., Coaching, Business Planning, Cash Balance, Pensions, 401k, Leadership, Profit Sharing, Employee Benefits, Retirement Planning, Retirement, Workshop Facilitation, CRM, Management, Consulting, Defined Benefit, Qualified Retirement..., ERISA, Defined Contribution, Superior Client Service, Client Services, Strategy

Education
University of California, Los Angeles   1981 — 1985
BA, Motion Pictures/Television

Eileen Baldwin-Shaw Eileen Baldwin-Shaw Greater Denver Area Details
Eileen Baldwin-Shaw's United Retirement Plan Consultants Experience October 2012 - July 2014
Job ERISA Consultant at First Western Trust
Industry Financial Services
Experience
First Western Trust  April 2015 - Present
ERISA with EASe, LLC   October 2014 - April 2015
United Retirement Plan Consultants   October 2012 - July 2014
REPTECH, a United Retirement company   May 2011 - November 2012
REPTECH   November 1991 - May 2011

Skills
Plan Design, Defined Benefit, 401k, Profit Sharing, Plan Administration, Pensions, ERISA, Retirement, Compliance, Business Planning, Consulting, Employee Benefits, Management, Retirement Plan..., Retirement Planning, Small Business, Financial Advisory

Education
Penn State University   1981 — 1985
Bachelor of Arts, English Literature

Courtney A. Zanghi, CRPS, AIF® Courtney A. Zanghi, CRPS, AIF® Raleigh-Durham, North Carolina Area Details
Courtney A. Zanghi, CRPS, AIF®'s United Retirement Plan Consultants Experience March 2015 - Present
Job Regional Vice President United Retirement Plan Consultants MidAtlantic/North Carolina
Industry Financial Services
Experience
United Retirement Plan Consultants   March 2015 - Present
The Retirement Advantage  June 2014 - March 2015
SMA Services Inc.   May 2013 - June 2014
Next Financial  June 2012 - May 2013
Centinel Financial Group, LLC  August 2011 - April 2012
Ameritas  April 2006 - March 2011
Travers, O'keefe   May 2005 - April 2006
New York Life Insurance Company  June 1999 - May 2005

Skills
401k, Accredited Investment..., ERISA, Defined Contribution, Cash Balance, Due Diligence, Investments, Pensions, Pension Administration, Performance Benchmarking, Investment Advisory, Plan Design, Defined Benefit, Fiduciary, Retirement, Retirement Planning, Series 63, Financial Advisory, Series 6, Investment Management, Wealth Management..., Qualified Retirement..., Profit Sharing, Retirement Plan..., Portfolio Management, Consulting, Strategic Planning, Mutual Funds, Asset Allocation, Fixed Annuities, Series 7, Wealth Management, Securities, Investment Strategies, Financial Services, Financial Planners, Asset Management, FINRA, Variable Annuities, Pension Funds, Wealth Accumulation, Separately Managed..., Savings, 401k Rollovers, Roth IRA, Financial Analysis, Estate Planning, Life Insurance, Financial Planning

Education
The College of Saint Rose   1993 — 1996
Biochemistry

Alfred State College - SUNY College of Technology   1992 — 1993
Biochemistry

College for Financial Planning
CRPS®,, Retriement Planning

Fi360
Accredited Investment Fiduciary, Fiduciary

The American College
Certified Retirement Plan Specialist, Qualified Pension Plans

Jennifer Shiarla Jennifer Shiarla Greater Nashville Area Details
Jennifer Shiarla's United Retirement Plan Consultants Experience March 2014 - Present
Job Senior Pension Administrator at United Retirement Plan Consultants
Industry Financial Services
Experience
United Retirement Plan Consultants   March 2014 - Present
Cornerstone Group  August 2010 - March 2014
Midsouth Consulting Group   2002 - 2010
Access Retirement Services, LLC   October 2000 - October 2003
Taylor/Webster, Inc.   September 1998 - October 2000
Buck Consultants  1995 - 1998

Skills
401k, Account Reconciliation, Financial Services, Retirement Planning, Profit Sharing, Benefits Administration, Retirement, Retirement Plan..., Training, Employee Benefits, ERISA, Defined Benefit, Pensions, Pension Administration, Defined Contribution

Education
Middle Tennessee State University   1990 — 1994
B.A., Mathematic

Columbia Central   1987 — 1990

Andrew Setterlind Andrew Setterlind Englewood, Colorado Details
Andrew Setterlind's United Retirement Plan Consultants Experience May 2012 - Present
Job Distribution Adminstrator at United Retirement Plan Consultants
Industry Financial Services
Experience
United Retirement Plan Consultants   May 2012 - Present
Cellar-Gourmet Wine and Spirits   September 2011 - November 2011
South Suburban Parks & Recreation  May 2008 - August 2011

Skills
Microsoft Office, American Sign Language, Customer Service, Spanish, Time Management, Teamwork, AED, PowerPoint, Leadership, Microsoft Word, OS X, Cpr Certified, Microsoft Excel, Data Entry

Education
Colorado State University   2008 — 2012
Bachelor of Arts (B.A.), Economics

Smoky Hill High School   2004 — 2008

Julie A. Casey Julie A. Casey Providence, Rhode Island Area Details
Julie A. Casey's United Retirement Plan Consultants Experience 2013 - Present
Job Associate Vice President, Client Services
Industry Financial Services
Experience
United Retirement Plan Consultants   2013 - Present
Cornerstone Retirement Plan Administrators, LLC   2009 - 2012
Bentley Employee Benefits Group, LLC   2003 - 2009

Skills
Pension Administration, Retirement Plan..., Retirement Planning, Qualified Retirement..., Defined Contribution, Financial Services, Financial Advisory

Education
University of Rhode Island   1993 — 1997
Master of Business Administration (M.B.A.)

University of Connecticut   1981 — 1985
BA, French

Université de Rouen   1983 — 1984
2ieme degre, francais

Charan Singh Charan Singh Marina Del Rey, California Details
Charan Singh's United Retirement Plan Consultants Experience November 2014 - Present
Job Vice President National DB Operations at United Retirement Plan Consultants
Industry Financial Services
Experience
United Retirement Plan Consultants   November 2014 - Present
United Retirement Plan Consultants   December 2013 - November 2014
United Retirement Plan Consultants   November 2012 - November 2013
agility TPA   March 2012 - November 2012
Cache Pension Services, Inc.   October 2010 - February 2012
Kravitz, Inc.   December 2008 - October 2010
Union Bank of California  August 2004 - December 2008
CNATrust   March 1999 - July 2004
Arizona Qualified Plan Servcies (AQPS)   1997 - 1999

Skills
Pensions, Strategic Planning, Compliance, Customer Relations, 401k, Employee Benefits, Retirement, Team Building, Vendor Management, Process Improvement, Defined Benefit, Problem Solving, New Business Development, Management Consulting, Change Management, Negotiation, Process Engineering, Team Leadership, Benefits Administration, ERISA, Operations Management, Retirement Planning, Business Strategy, Employee Relations, Customer Service, Business Planning, Risk Management

Education
Arizona State University   1994 — 1997
Master of Arts

Indian Institute of Technology, Madras   1992 — 1994
M.Sc.

Fergusson College   1989 — 1992
B.Sc.

Steve Ahn Steve Ahn Greater Los Angeles Area Details
Steve Ahn's United Retirement Plan Consultants Experience January 2015 - Present
Job Manager, DB Compliance Services at United Retirement Plan Consultants
Industry Financial Services
Experience
United Retirement Plan Consultants   January 2015 - Present
United Retirement Plan Consultants   January 2013 - December 2014
Kravitz   October 2007 - January 2013
M.S. Fox & Associates, Inc.   August 2004 - October 2007

Skills
Retirement Plan..., 401k, Defined Benefit, Pensions, Employee Benefits, Benefits Administration, Cash Balance, Relationship Management, Process Improvement, Qualified Retirement..., Retirement Planning, Profit Sharing, Retirement, Defined Contribution, ERISA, Pension Administration

Education
University of California, Los Angeles   1997 — 2003
B.A., Sociology

Peter Stephan, AIF® Peter Stephan, AIF® Irvine, California Details
Peter Stephan, AIF®'s United Retirement Plan Consultants Experience 2008 - August 2014
Job Marketing, Sales, Consulting, Pension & 401(k) Plan Design Consultant, Retirement Plan Specialist
Industry Financial Services
Experience
QBI, LLC (formally Qualified Benefits, Inc.)   September 2014 - Present
United Retirement Plan Consultants   2008 - August 2014
The Pension Group, Inc.   November 2008 - September 2012
Vistage International - Group #583 Member   January 2001 - January 2011
The Pension Group, Inc.   May 1984 - November 2008

Skills
Retirement Plan..., 401k, Defined Benefit, Profit Sharing, Cash Balance Pension..., Retirement Plan, Retirement Plan..., Fiduciary Oversight..., Strategic Consulting, Design Consulting, Pension Plan..., Retirement Planning, Retirement, Cash Balance, Pensions, Pension Administration, Investments, Qualified Retirement..., Mutual Funds, Benefits Administration, Financial Advisory, ERISA, Actuarial Science, Employee Benefits, Business Planning, Series 6, Financial Planners, Series 63, Defined Contribution, Estate Planning, Investment Advisory, Consulting, IRAs

Education
California State University-Fullerton   1973 — 1978
Finance, Finance

Jamie Miller, QPA, QKA Jamie Miller, QPA, QKA Carlisle, Pennsylvania Details
Jamie Miller, QPA, QKA's United Retirement Plan Consultants Experience February 2007 - Present
Job Associate Vice President of Operations at United Retirement Plan Consultants
Industry Financial Services
Experience
United Retirement Plan Consultants   February 2007 - Present
Invesmart  January 2001 - February 2007

Skills
401k, Retirement Plan..., Relius Administration, Microsoft Excel, Qualified Retirement...

Education
Dickinson College   1995 — 1999
Bachelor of Arts (B.A.), Italian Studies

Alex Shokrian, CFP®, QPA, QKA Alex Shokrian, CFP®, QPA, QKA Portland, Oregon Area Details
Alex Shokrian, CFP®, QPA, QKA's United Retirement Plan Consultants Experience March 2015 - Present
Job Accomplished Value Oriented Financial Advisor
Industry Financial Services
Experience
United Retirement Plan Consultants   March 2015 - Present
Merrill Lynch  October 2013 - July 2014
VALIC  September 2010 - October 2013
The Standard  July 2009 - September 2010
Brookbay LLC   February 2009 - June 2009
Charles Schwab  1998 - 2009
Charles Schwab  1997 - 1998
Charles Schwab  1993 - 1997

Skills
Retirement Planning, Investments, Estate Planning, Negotiation, Income Tax, Pensions, Financial Planners, Risk Management, Retirement, Series 7, 401k, Mutual Funds, Wealth Management, Asset Allocation, Series 65, Investment Advisory, Series 63, Defined Benefit, Defined Contribution, Retirement Plan..., Fixed Annuities, Financial Services, Investment Strategies, Finance, Relationship Management, Series 6, Insurance, Securities, Financial Advisory, Strategic Financial..., Series 24, IRAs, Qualified Retirement..., FINRA, Profit Sharing, Investment Management, ETFs, Alternative Investments, ERISA, Asset Management, Portfolio Management, Fixed Income, 403 b, Equities, Certified Financial..., Financial Planning

Education
University of California, Los Angeles
BA, History

Mary Berk Mary Berk Phoenix, Arizona Area Details
Mary Berk's United Retirement Plan Consultants Experience August 2014 - December 2014
Job Consultant at MJM401K
Industry Financial Services
Experience
MJM401k   January 2015 - Present
United Retirement Plan Consultants   August 2014 - December 2014
United Retirement Plan Consultants/Mercer Advisors   February 2014 - August 2014
Boyce & Associates, Inc.   July 2008 - February 2014
Coble Pension Group   March 2004 - September 2008
Beneco, Inc.   March 2003 - March 2004
CBIZ  2000 - 2001
Matthews Malone & Associates   1990 - 1998
REBC   1988 - 1990
National Associates, Inc.   1984 - 1988

Skills
Pensions, Retirement Planning, Defined Benefit, Defined Contribution, 401k, Pension Administration, ERISA, Microsoft Excel

Education
Devry University   2000 — 2002
BS, Information Systems

Pepperdine University   1983 — 1984
BS, Business Management

Claudia Hoag Claudia Hoag Los Angeles, California Details
Claudia Hoag's United Retirement Plan Consultants Experience November 2010 - Present
Job Web Developer at Breakdown Services
Industry Information Technology and Services
Experience
Breakdown Services  November 2014 - Present
Nonfat Media  November 2014 - Present
United Retirement Plan Consultants   November 2010 - Present
Equator, LLC  February 2009 - October 2010
Autobytel.com  October 2005 - December 2008
Invitrogen  October 2003 - September 2005
LexisNexis Document Solutions   December 2001 - September 2003
Lexis Document Services  2001 - 2003
Event411   October 1999 - October 2001
Event 411.com   1999 - 2001

Skills
ColdFusion, JavaScript, SQL, XML, Microsoft SQL Server, Agile Methodologies, Software Development, CSS, HTML, AJAX, Scrum, SDLC

Education
California State University-Fullerton   2007 — 2009
Master of Science, Software Engineering

Universidade de Brasília   1985 — 1996
Bachelors, Comunicação Social

Marista

Chris Griess Chris Griess Greater Denver Area Details
Chris Griess's United Retirement Plan Consultants Experience September 2005 - Present
Job Associate Vice President, Operations United Retirement Plan Consultants
Industry Financial Services
Experience
United Retirement Plan Consultants   September 2005 - Present

Education
Colorado State University   2001 — 2005

Désirée Peña Désirée Peña Greater Seattle Area Details
Désirée Peña's United Retirement Plan Consultants Experience May 2014 - Present
Job Administrative professional
Industry Financial Services
Experience
United Retirement Plan Consultants   May 2014 - Present

Skills
Editing, Social Media, Copy Editing, Publishing, Microsoft Office, Photoshop, Blogging, Copywriting

Education
Northwestern University

Gale Werth Gale Werth Columbus, Ohio Area Details
Gale Werth's United Retirement Plan Consultants Experience June 2011 - Present
Job Subsidiary Controller at United Retirement Plan Consultants
Industry Accounting
Experience
United Retirement Plan Consultants   June 2011 - Present
DEX  August 2008 - March 2011
Bizcorp, LLC   February 2002 - June 2008
Jefferson Wells  August 2000 - February 2002
Columbus Speech & Hearing Center  April 1999 - August 2000
reSOURCE PARTNER, INC. (A Borden Company)   February 1998 - April 1999
Franklin County Auditor  February 1993 - February 1998

Education
Claremont McKenna College   1982 — 1984
BA Economics, Accounting

Karen Jordan Karen Jordan Anchorage, Alaska Area Details
Karen Jordan's United Retirement Plan Consultants Experience February 2014 - Present
Job Vice President and Senior Consultant at United Retirement Plan Consultants
Industry Financial Services
Experience
United Retirement Plan Consultants   February 2014 - Present
United Retirement Plan Consultants   November 2012 - January 2014
Alaska Pension Services, Ltd. a United Retirement Company   February 1982 - October 2012
People's Bank and Trust Co.   June 1979 - February 1982
William M. Mercer, Inc.   July 1972 - June 1979
Wayzata Senior High School   September 1969 - June 1972

Skills
Qualified Retirement..., Pension Administration, 403 b, Non-profit Leadership, Non-profit Boards, 401k, Retirement Plan..., Employee Benefits, Retirement Planning, Defined Contribution, Profit Sharing, Strategic Planning, Retirement, Pensions, ERISA

Education
Macalester College   1965 — 1969
BS, Mathematics

Bob Bostian Bob Bostian Providence, Rhode Island Area Details
Bob Bostian's United Retirement Plan Consultants Experience January 2010 - Present
Job Senior Vice President and Chief Actuary at United Retirement Plan Consultants
Industry Financial Services
Experience
United Retirement Plan Consultants   January 2010 - Present
Benefit Management Inc. d/b/a United Retirement Plan Consultants   April 1977 - Present
Robert E. Borah Associates   1972 - 1977
Equitable Life  1971 - 1972

Skills
Profit Sharing, Retirement, Defined Benefit, Pensions, 401k, ERISA, Actuarial Science, Retirement Plan..., Pension Administration, Cash Balance, Retirement Planning, Actuarial Consulting, Employee Benefits, Actuaries, Qualified Retirement..., Defined Contribution, Enrolled Actuary, Executive Pay

Education
Brown University   1967 — 1971
Sc. B., Applied Mathematics

Marie Newsham Marie Newsham Greater Seattle Area Details
Marie Newsham's United Retirement Plan Consultants Experience November 2008 - July 2013
Job .
Industry Accounting
Experience
Farmer & Betts  July 2013 - Present
United Retirement Plan Consultants   November 2008 - July 2013
Spectrum Pension Consultants, Inc.   May 2006 - July 2008

Skills
Tax, Qualified Retirement..., ERISA, Tax Law, Defined Benefit, Pensions, 401k, Microsoft Office, Retirement, Microsoft Excel

Education
Seattle University School of Law   2008 — 2011
Doctor of Law (J.D.), Focus Area - Taxation

SUNY Albany   2003 — 2005
Bachelor of Science (B.S.), Business, concentration of Finance/Management

Jaime Smalley Jaime Smalley Greater Seattle Area Details
Jaime Smalley's United Retirement Plan Consultants Experience January 2012 - November 2013
Job Senior Retirement Benefits Specialist at Alaska Airlines
Industry Airlines/Aviation
Experience
Alaska Airlines  November 2013 - Present
United Retirement Plan Consultants   January 2012 - November 2013
Spectrum Pension Consultants, Inc.   October 2005 - December 2010
Smith Barney  October 2000 - December 2006

Skills
Retirement Planning, Retirement, Employee Benefits, 401k, Defined Benefit, Data Analysis, Pensions, ERISA, Mutual Funds, Defined Contribution, Pension Administration, Strategic Financial..., Actuarial Science

Education
University of Puget Sound   2001 — 2005
Business

Gail Engblom, CPC, QPA, QKA, ERPA Gail Engblom, CPC, QPA, QKA, ERPA Anchorage, Alaska Area Details
Gail Engblom, CPC, QPA, QKA, ERPA's United Retirement Plan Consultants Experience November 2012 - Present
Job Associate Vice President, Operations at United Retirement Plan Consultants
Industry Financial Services
Experience
United Retirement Plan Consultants   November 2012 - Present
ASPPA  1990 - Present
Alaska Pension Services, Ltd.   April 1986 - November 2012
Alaska Pension Services, Ltd.   April 1986 - June 2008

Skills
Retirement Plan..., Pensions, Defined Benefit, Employee Benefits, Profit Sharing, ERISA, Retirement Planning, 401k, Retirement, Strategic Financial..., Pension Administration, Mutual Funds, Actuarial Science

Education
Bennington College   1967 — 1971
BA, Math and Music

Debbie Stickle Debbie Stickle Greater Denver Area Details
Debbie Stickle's United Retirement Plan Consultants Experience February 2013 - Present
Job Secretary
Industry Financial Services
Experience
United Retirement Plan Consultants   February 2013 - Present
Physiotherapy Associates  October 2008 - April 2010
Frontier Airlines  October 2005 - July 2008
Frontier Airlines  September 2003 - October 2005
Frontier Airlines  February 2000 - September 2003

Skills
Training, Leadership, Customer Service, Management, Invoicing, Microsoft Excel, Teamwork, Policy, Insurance, Sales, Medical Billing, Auditing

Education
University of Phoenix   2009 — 2011
Associates, Psychology

Nan Tian, EA, MSPA Nan Tian, EA, MSPA Greater St. Louis Area Details
Nan Tian, EA, MSPA's United Retirement Plan Consultants Experience January 2013 - May 2013
Job Enrolled Actuary
Industry Financial Services
Experience
Ekon Benefits  May 2013 - July 2014
United Retirement Plan Consultants   January 2013 - May 2013
Actuaries Unlimited, Inc.   August 2008 - January 2013

Skills
Actuarial Science, Pensions, Retirement, Defined Benefit, 401k, Retirement Plan..., Valuation, Retirement Planning, Pension Administration, Employee Benefits, Qualified Retirement..., Profit Sharing, ERISA, Enrolled Actuary, Benefits Administration, Investments

Education
University of Illinois at Urbana-Champaign   2006 — 2008
MS, Applied Mathematics

University of Illinois at Urbana-Champaign   2000 — 2004
BS, Actuarial Science

Greg Apple, CRPS Greg Apple, CRPS Columbus, Ohio Area Details
Greg Apple, CRPS's United Retirement Plan Consultants Experience July 2015 - Present
Job AVP & Regional Consultant United Retirement Plan Consultants
Industry Financial Services
Experience
United Retirement Plan Consultants   July 2015 - Present
Fifth Third Institutional Services   July 2011 - July 2015
ADP  September 1999 - July 2011
John Hancock Life Insurance Company (U.S.A.)   1992 - 1999

Education
The Ohio State University
BS

Tadd Seitz Tadd Seitz Columbus, Ohio Area Details
Tadd Seitz's United Retirement Plan Consultants Experience January 2012 - Present
Job Board of Advisors at ARPAC LLC
Industry Investment Management
Experience
ARPAC LLC  October 2014 - Present
Cold Jet,LLC   January 2004 - Present
United Retirement Plan Consultants   January 2012 - Present
SmartCrowdz,LLC   January 2013 - Present
Bry-Air Inc.  January 2010 - Present
InfoMotion Sports Technologies,Inc   June 2013 - June 2014
Huntington National Bank  January 2005 - June 2013
The Scotts Miracle-Gro Company  June 1983 - March 1995
The Scotts Company  January 1982 - June 1983
W. Atlee Burpee  January 1980 - January 1982

Skills
Private Placements, New Business Development, Financial Modeling, Managerial Finance, Valuation, Board Level, Due Diligence, Risk Management, Entrepreneurship, Strategic Planning, Mergers & Acquisitions, Marketing, Team Building, Leadership, Management, Banking Relationships, Cross-functional Team..., Forecasting, Business Strategy, IPO, Turn Around Management, M&A experience, Mergers, Sales Management, Budgets, Board of Directors, Corporate Development, Product Diversification, Start-ups, Product Development, Turnaround Experience, Mezzanine, Strategy, Mutual Funds, Investments, Investor Relations, Investment Banking, Capital, Corporate Finance, Value Creation, Portfolio Management, Financial Structuring, Asset Managment, Divestitures, Business Valuation, Income Statement, Securities, Process Improvement, Profitable Growth, Alternative Investments

Education
University of Michigan - Stephen M. Ross School of Business   1963 — 1964
MBA, Marketing and International Business

University of Michigan Business School   1959 — 1963
BBA, General

Andrea Silnes Andrea Silnes Dublin, Ohio Details
Andrea Silnes's United Retirement Plan Consultants Experience March 2015 - Present
Job Marketing Director at United Retirement Plan Consultants
Industry Financial Services
Experience
United Retirement Plan Consultants   March 2015 - Present
The American Ceramic Society  August 2008 - March 2015
MPW Industrial Services  January 2006 - August 2008
MPW Industrial Services  November 2004 - December 2005
Herff Jones  September 2002 - December 2003
BrassRing, Inc.   June 2000 - September 2002

Skills
Marketing, Marketing Strategy, Advertising, Email Marketing, Marketing Communications, Social Media, Social Media Marketing, Copywriting, Public Relations, Management, Press Releases, Event Management, Marketing..., Strategic Planning, Event Planning, SEO, Web Content Management, HTML, Web Project Management, Content Management, Desktop Publishing, Team Leadership, Adobe Creative Suite, Google Analytics, WordPress, Multi-channel Marketing, Content Marketing, Marketing Management, Leadership, Digital Marketing, Sales, Strategy, Facebook, Market Research, Project Management, Budgets, Brand Management

Education
University of Dayton   1996 — 2000
BA, Communication

Thomas J. Woodford, QPA, QKA Thomas J. Woodford, QPA, QKA Harrisburg, Pennsylvania Area Details
Thomas J. Woodford, QPA, QKA's United Retirement Plan Consultants Experience September 2013 - October 2014
Job Senior Administrator at PA Retirement Solutions, Inc.
Industry Financial Services
Experience
PA Retirement Solutions, Inc.   October 2014 - Present
United Retirement Plan Consultants   September 2013 - October 2014
Valley Forge Pension Management, Inc.   September 2011 - September 2013
Capital Retirement Plan Services, Inc.   May 2010 - September 2011
Standard Retirement Services, Inc.   October 2007 - October 2009
The Pension Alliance, Inc.   December 2003 - September 2007
Invesmart, Inc.   November 2002 - September 2003
Daniel A. Winters & Company   February 2001 - November 2002
Invesmart, Inc.   June 1994 - February 2001

Skills
Pensions, Retirement, Profit Sharing, Retirement Planning, Retirement Plan..., Defined Benefit, 401k, ERISA, Pension Administration, Employee Benefits, Defined Contribution, Benefits Administration, Accounting, Customer Service, Microsoft Excel, Financial Analysis, Asset Allocation, 403 b, Financial Advisory, Executive Pay

Education
Grove City College   1990 — 1994
B.S. Accounting, Accounting

John Alcaro, QKA John Alcaro, QKA Greater Philadelphia Area Details
John Alcaro, QKA's United Retirement Plan Consultants Experience March 2008 - Present
Job Senior Pension Administrator at United Retirement Plan Consultants
Industry Financial Services
Experience
United Retirement Plan Consultants   March 2008 - Present
Redwood Administrators, Inc.   2002 - 2008

Skills
Pension Administration, Profit Sharing, Pensions, ERISA, Defined Contribution, 401k, 403 b

Education
Temple University

Daniel Jock Daniel Jock Springfield, Massachusetts Area Details
Daniel Jock's United Retirement Plan Consultants Experience August 2015 - Present
Job Northeast team leader at United retirement plan consultants
Industry Financial Services
Experience
United Retirement Plan Consultants   August 2015 - Present
United Retirement Plan Consultants   May 2015 - Present
MassMutual Financial Group  November 2013 - May 2015
MassMutual Financial Group  July 2007 - November 2013

Education
Western New England College   2004 — 2007
Bachelor of Arts (B.A.), Mathematics

Springfield Technical Community College   2002 — 2004
Bachelor of Arts (B.A.), Business Administration and Management, General

Brenton Bates Brenton Bates Columbus, Ohio Area Details
Brenton Bates's United Retirement Plan Consultants Experience March 2012 - September 2012
Job Business Application Developer
Industry Information Technology and Services
Experience
Electronic Classroom of Tomorrow  January 2014 - Present
hibu / Znode / Yellowbook   January 2013 - December 2013
United Retirement Plan Consultants   March 2012 - September 2012
Youth Advocate Services  November 2011 - March 2012
State of Ohio - Department of Developmental Disabilities  June 2011 - March 2012
Nationwide Childrens Hospital  January 2011 - July 2011
United States Marine Corps  October 2002 - October 2006
Shady Lane Elementary School   August 2000 - August 2002

Skills
Visual Studio, Microsoft SQL Server, VB.NET, SQL, SharePoint, Web Development, .NET, JavaScript, C#, Scrum, jQuery, ASP.NET MVC, HTML, SDLC, Software Development, Databases, Visio, Oracle, Access, E-commerce, TFS, Entity Framework, Java, T-SQL, Web Services, ASP.NET AJAX, Android, Test Driven Development, PHP, Adobe Software, IIS, Agile Modeling, Powershell, SOLID Principles, Github, KnockoutJS, AngularJS, Windows Azure, PL/SQL, SSIS, Toastmasters, Web Analytics, ASP.NET Web API, Application Lifecycle..., WCF, WPF

Education
DeVry University-Ohio   2008 — 2012
Bachelor of Science (BS), Computer Information Systems, Magna Cum Laude

M. Chris Keefer, MBA M. Chris Keefer, MBA Columbus, Ohio Details
M. Chris Keefer, MBA's United Retirement Plan Consultants Experience October 2014 - Present
Job
Industry Logistics and Supply Chain
Experience
United Retirement Plan Consultants   October 2014 - Present
XPO Logistics, Inc.   August 2012 - October 2014
TRAK America  February 2009 - July 2012
Plante & Moran, PLLC   June 2006 - June 2007
Huntington National Bank  December 2000 - March 2005
BearingPoint, Inc.   1999 - 2000
KPMG  November 1998 - July 1999
Fifth Third Bank  July 1997 - July 1998
Riverside Methodist Hospital  September 1989 - June 1997

Skills
Excel, Access, Word, PowerPoint, Accounting, Microsoft Excel, Microsoft Word, Process Improvement, SAP, Business Analysis, Auditing, Finance, Management, Financial Analysis, Budgets, Internal Audit, Financial Reporting, Analysis, Account Reconciliation, Risk Management, Accounts Receivable, Forecasting, Financial Accounting, Internal Controls, Sarbanes-Oxley Act, Managerial Finance, Business Process..., Financial Statements, Logistics, Credit Cards, Variance Analysis, Banking, Financial Services

Education
Otterbein University   2003 — 2006
MBA, Business Administration

Otterbein University   1992 — 1997
BS, Accounting

Linda Lum Linda Lum Orange County, California Area Details
Linda Lum's United Retirement Plan Consultants Experience May 2005 - April 2014
Job Administration Case Manager
Industry Financial Services
Experience
Priority Pension Services, Inc.   April 2014 - Present
United Retirement Plan Consultants   May 2005 - April 2014
Polycomp Administrative Services, Inc.   November 2002 - May 2005

Skills
401k, Employee Benefits, Retirement Planning, Retirement, Customer Service, Defined Benefit, Pensions, ERISA

Education
University of Hawaii - College of Business Administration

Mike Waverka Mike Waverka Harrisburg, Pennsylvania Area Details
Mike Waverka's United Retirement Plan Consultants Experience March 2011 - November 2011
Job Financial Sales & Business Development Consultant
Industry Financial Services
Experience
United Retirement Plan Consultants   March 2011 - November 2011
Citizens Investment Services  2010 - 2011
Investment Services at Sovereign Bank   2009 - 2010
Merrill Lynch  2006 - 2009
PNC Investments  2005 - 2006
Comprehensive Financial Associates   1996 - 2006

Education
Indiana University of Pennsylvania
BS Marketing

Susan (Milner) Rosenberger, QKA Susan (Milner) Rosenberger, QKA Hartford, Connecticut Area Details
Susan (Milner) Rosenberger, QKA's United Retirement Plan Consultants Experience January 2002 - August 2013
Job Retirement Plan Consultant at PASI, LLC
Industry Financial Services
Experience
PASI, LLC   August 2013 - Present
United Retirement Plan Consultants   January 2002 - August 2013

Skills
401k, 403 b, Pension Administration, Retirement Plan..., Non-Profit Retirement...

Education
Merrimack College   1979 — 1983
Bachelor of Arts (BA)

Nancy Schafer Nancy Schafer Greater Denver Area Details
Nancy Schafer's United Retirement Plan Consultants Experience April 2014 - July 2015
Job Senior Manager, Plan Documents at GreatWest Financial
Industry Financial Services
Experience
United Retirement Plan Consultants   April 2014 - July 2015
Wells Fargo  January 2001 - December 2012
Wells Fargo  June 1997 - January 2001
Octagon Retirement Plan Services, Inc.   April 1993 - June 1997

Skills
Employee Benefits, ERISA, Benefit Plan..., 401k, Defined Benefit, Risk Management, Process Improvement, Project Management, Financial Reporting, Management, Client Service Oriented, Leadership, Operations Management, Change Management, Collaboration, Issue Resolution, Retirement, Financial Services, Investments

Education
Bethel University
Bachelor of Arts (BA)

Lisa Jacka Lisa Jacka Tacoma, Washington Details
Lisa Jacka's United Retirement Plan Consultants Experience
Job Associate Vice President, Operations at United Retirement Plan Consultants
Industry Financial Services
Experience
United Retirement Plan Consultants  

Skills
Vendor Management, Process Improvement, Change Management, Strategic Planning, Project Management, Data Analysis, Customer Service, Business Strategy, Budgets, Negotiation, New Business Development, Marketing

Education
Pacific Lutheran University   1987 — 1991
Bachelor of Science (B.S.), Juvenile Crime & Delinquency

Dianne Ising Dianne Ising Greater New York City Area Details
Dianne Ising's United Retirement Plan Consultants Experience 2001 - 2012
Job Accounting Professional at Looking for Work
Industry Financial Services
Experience
United Retirement Plan Consultants   2001 - 2012
Philip J Ciriello, CPA   1999 - 2000
Fazio, Mannuzza, Roche, Tankel, LaPilusa, LLC   1998 - 1999
Abramson, LaPilusa, Schwartzman & Weinstein, CPA's   1987 - 1998

Skills
Accounting, Account Reconciliation, Bank Reconciliation, General Ledger, Payroll Taxes, Tax Preparation, Microsoft Office, Microsoft Excel, Analysis, Bookkeeping

Education
New Jersey City University
BS, Computer Science

Elisa Chen Elisa Chen Greater Seattle Area Details
Elisa Chen's United Retirement Plan Consultants Experience May 2014 - Present
Job Pension Analyst
Industry Financial Services
Experience
United Retirement Plan Consultants   May 2014 - Present
Pension Design, Inc.   February 2008 - January 2014
Ryder System, Inc.   2006 - 2007

Skills
Retirement Planning, Qualified Retirement..., Retirement Benefits, 401(k) Plans, Defined Contribution, CFA Charter Holder, Chartered Financial...

Education
University of Kentucky   2006 — 2007
Master of Business Administration (M.B.A.), Finance, General

Renmin University of China
Bachelor's Degree, International Business

Caroline Waters Caroline Waters Houston, Texas Details
Caroline Waters's United Retirement Plan Consultants Experience 2013 - 2014
Job Retirement Plan Administrator | Defined Benefit | Defined Contribution | Compliance | Consulting
Industry Financial Services
Experience
United Retirement Plan Consultants   2013 - 2014
United Retirement Plan Consultants   2000 - 2013

Skills
Microsoft Excel, Microsoft Word, Microsoft Outlook, Account Reconciliation, Research, Qualified Retirement..., Defined Benefit, Defined Contribution, Statutory Compliances

Education
Colby College
Bachelor of Arts, Administrative Science / Mathematics

Shirley Feldman Shirley Feldman Haddonfield, New Jersey Details
Shirley Feldman's United Retirement Plan Consultants Experience January 2012 - Present
Job Retirement Plan Analyst at United Retirement Plan Consultants
Industry Financial Services
Experience
United Retirement Plan Consultants   January 2012 - Present

Education
Peirce College
Associate's Degree, Computer Programming

Rutgers University – Camden
Bachelor's degree, Accounting