United Retirement Plan Consultants
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
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
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
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
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
United Retirement Plan Consultants January 2013 - Present
Education
DeVry University-Ohio 2009 — 2012
Computer Software Engineering
The Ohio State University 1997 — 2001
Psychology
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
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
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)
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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.
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
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
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
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
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
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
United Retirement Plan Consultants September 2005 - Present
Education
Colorado State University 2001 — 2005
United Retirement Plan Consultants May 2014 - Present
Skills
Editing, Social Media, Copy Editing, Publishing, Microsoft Office, Photoshop, Blogging, Copywriting
Education
Northwestern University
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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)
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)
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
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
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
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
United Retirement Plan Consultants January 2012 - Present
Education
Peirce College
Associate's Degree, Computer Programming
Rutgers University – Camden
Bachelor's degree, Accounting