WEA Trust Member Benefits
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WEA Trust Member Benefits Employees
Employee
Years
Job
Industry
Susan Winchester Susan Winchester's WEA Trust Member Benefits Experience February 2007 - Present
Job Vice President of Retirement and Investment Services at WEA Trust Member Benefits
Industry Financial Services
Experience
WEA Trust Member Benefits February 2007 - Present
Great West Retirement Services June 1999 - January 2007
Skills
Investment Products, Investment Advisory, Investment Promotion, Program Management, Risk Management, Executive Management, Administration, System Administration, Technical Writing, Business Planning, Regulatory Requirements, Financial Regulation, Budget Management, Budget Analysis, Budget Preparation, Investment Management, Strategic Planning, Operations Management, Operational Risk..., Operational Efficiency, Budgets, Investments, Systems Analysis, System Deployment, Series 6, Strategy, Leadership, Mutual Funds, Retirement Planning, Series 63, Pensions, Operating Systems, Project Management, Project Planning, Separately Managed..., Portfolio Management, IRAs, Series 7
Education
University of Bridgeport 1977 — 1979
Bachelor's degree, Science and Educuation
Southern NH University
Master's degree, Administration
WEA Trust Member Benefits February 2007 - Present
Great West Retirement Services June 1999 - January 2007
Skills
Investment Products, Investment Advisory, Investment Promotion, Program Management, Risk Management, Executive Management, Administration, System Administration, Technical Writing, Business Planning, Regulatory Requirements, Financial Regulation, Budget Management, Budget Analysis, Budget Preparation, Investment Management, Strategic Planning, Operations Management, Operational Risk..., Operational Efficiency, Budgets, Investments, Systems Analysis, System Deployment, Series 6, Strategy, Leadership, Mutual Funds, Retirement Planning, Series 63, Pensions, Operating Systems, Project Management, Project Planning, Separately Managed..., Portfolio Management, IRAs, Series 7
Education
University of Bridgeport 1977 — 1979
Bachelor's degree, Science and Educuation
Southern NH University
Master's degree, Administration
Brenda Echeverria Brenda Echeverria's WEA Trust Member Benefits Experience July 2008 - Present
Job Financial Planner at WEA Trust Member Benefits
Industry Insurance
Experience
WEA Member Benefits (Retirement and Insurance Programs for Wisconsin Public School Employees) February 2013 - Present
WEA Trust Member Benefits July 2008 - Present
Mennenga Tax & Financial Service November 2002 - July 2008
Connecticut Investment Management, Inc. March 1988 - July 2001
Skills
IRAs, Fixed Annuities, Mutual Funds, Series 7, Retirement Planning, Strategic Financial..., Retirement, Investment Advisory
Education
The University of Connecticut School of Business 1997 — 2001
Bachelor of Science (B.S.), Finance, General
WEA Member Benefits (Retirement and Insurance Programs for Wisconsin Public School Employees) February 2013 - Present
WEA Trust Member Benefits July 2008 - Present
Mennenga Tax & Financial Service November 2002 - July 2008
Connecticut Investment Management, Inc. March 1988 - July 2001
Skills
IRAs, Fixed Annuities, Mutual Funds, Series 7, Retirement Planning, Strategic Financial..., Retirement, Investment Advisory
Education
The University of Connecticut School of Business 1997 — 2001
Bachelor of Science (B.S.), Finance, General
Michelle Slawny, CFP® Michelle Slawny, CFP®'s WEA Trust Member Benefits Experience January 2013 - June 2014
Job Wealth Management Advisor at TIAACREF
Industry Financial Services
Experience
TIAA-CREF June 2014 - Present
WEA Trust Member Benefits January 2013 - June 2014
WEA Trust Member Benefits March 2007 - January 2013
WEA Trust Member Benefits January 2007 - January 2013
WEA Trust Member Benefits April 2005 - March 2007
2004 to 2005 April 2004 - April 2005
North Star Resource Group January 1999 - January 2004
EdVest Wisconsin September 1997 - January 1999
North Star Resource Group January 1994 - January 1999
North Star Resource Group January 1994 - September 1997
Skills
Series 7, Series 63, Series 65, Retirement Planning, Financial Planning, Retirement, Insurance, Investments, Strategic Financial..., Wealth Management, Investment Advisory, Mutual Funds, Financial Advisory
Education
College for Financial Planning 2004 — 2007
CFP, Certified Financial Planner
University of Wisconsin-Whitewater 1989 — 1992
Bachelor of Business Administration, Finance
TIAA-CREF June 2014 - Present
WEA Trust Member Benefits January 2013 - June 2014
WEA Trust Member Benefits March 2007 - January 2013
WEA Trust Member Benefits January 2007 - January 2013
WEA Trust Member Benefits April 2005 - March 2007
2004 to 2005 April 2004 - April 2005
North Star Resource Group January 1999 - January 2004
EdVest Wisconsin September 1997 - January 1999
North Star Resource Group January 1994 - January 1999
North Star Resource Group January 1994 - September 1997
Skills
Series 7, Series 63, Series 65, Retirement Planning, Financial Planning, Retirement, Insurance, Investments, Strategic Financial..., Wealth Management, Investment Advisory, Mutual Funds, Financial Advisory
Education
College for Financial Planning 2004 — 2007
CFP, Certified Financial Planner
University of Wisconsin-Whitewater 1989 — 1992
Bachelor of Business Administration, Finance
Lisa A. Struck Lisa A. Struck's WEA Trust Member Benefits Experience 2001 - 2004
Job Strategic Sourcing Coordinator at ITW
Industry Machinery
Experience
ITW December 2013 - Present
DaVita 2008 - 2013
WEA Trust 2005 - 2007
WEA Trust 2004 - 2005
WEA Trust Member Benefits 2001 - 2004
PRIOR EXPERIENCE 1995 - 2001
Skills
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook, Microsoft Access, Microsoft Project, Adobe Acrobat X..., Visio, Lotus Notes, SharePoint, WebEx, Concur, Calendar Management, Database Administration, Document Preparation, Teleconferencing Call..., Oral & Written..., Confidential File..., Travel Coordination, Meeting Planning, Administrative Policy, Virtual Administrative..., Calendaring, Outlook, Confidentiality
Education
University of Wisconsin
Master's Certificate, Project Management
Augsburg College
Coursework, Communications
ITW December 2013 - Present
DaVita 2008 - 2013
WEA Trust 2005 - 2007
WEA Trust 2004 - 2005
WEA Trust Member Benefits 2001 - 2004
PRIOR EXPERIENCE 1995 - 2001
Skills
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook, Microsoft Access, Microsoft Project, Adobe Acrobat X..., Visio, Lotus Notes, SharePoint, WebEx, Concur, Calendar Management, Database Administration, Document Preparation, Teleconferencing Call..., Oral & Written..., Confidential File..., Travel Coordination, Meeting Planning, Administrative Policy, Virtual Administrative..., Calendaring, Outlook, Confidentiality
Education
University of Wisconsin
Master's Certificate, Project Management
Augsburg College
Coursework, Communications
Aaron Warnke's WEA Trust Member Benefits Experience April 2011 - Present
Job Information Technology Support Analyst
Industry Insurance
Experience
WEA Trust Member Benefits April 2011 - Present
QuadTech February 1999 - March 2012
QuadTech January 2003 - January 2004
Marquip June 1996 - August 1998
Skills
Microsoft SQL Server, Access, Engineering, PLC, Visio, AutoCAD, AutoCAD Electrical, SQL Server, PromisE, Oracle, Reporting & Analysis, Visual Basic, VBA, Pentaho, Microsoft Office, Microsoft Excel, Martial Arts, CAD
Education
Edgewood College
Marketing and Management
WEA Trust Member Benefits April 2011 - Present
QuadTech February 1999 - March 2012
QuadTech January 2003 - January 2004
Marquip June 1996 - August 1998
Skills
Microsoft SQL Server, Access, Engineering, PLC, Visio, AutoCAD, AutoCAD Electrical, SQL Server, PromisE, Oracle, Reporting & Analysis, Visual Basic, VBA, Pentaho, Microsoft Office, Microsoft Excel, Martial Arts, CAD
Education
Edgewood College
Marketing and Management
JESSICA PAPE's WEA Trust Member Benefits Experience October 2005 - Present
Job IT SPECIALIST at WEA TRUST MEMBER BENEFITS
Industry Insurance
Experience
WEA TRUST MEMBER BENEFITS October 2005 - Present
WEA Trust Member Benefits February 1997 - October 2005
M3 Insurance May 1995 - February 1997
Skills
Access, Microsoft Excel, Microsoft Office, Risk Management, Insurance
Education
Madison Area Technical College 1994 — 1996
Associate's degree
WEA TRUST MEMBER BENEFITS October 2005 - Present
WEA Trust Member Benefits February 1997 - October 2005
M3 Insurance May 1995 - February 1997
Skills
Access, Microsoft Excel, Microsoft Office, Risk Management, Insurance
Education
Madison Area Technical College 1994 — 1996
Associate's degree
Paul W. Newkirk's WEA Trust Member Benefits Experience March 2008 - October 2011
Job Auditor at Wisconsin Department of Revenue
Industry Accounting
Experience
Wisconsin Department of Revenue June 2012 - Present
Humana February 2012 - June 2012
WEA TRUST MEMBER BENEFITS March 2008 - October 2011
Premier Mortgage Funding October 2004 - March 2008
Westby Co-Op Credit Union April 1998 - October 2004
Education
Lakeland College 2002 — 2006
BA 3.67 GPA, ACCOUNTING
UW-PLATTEVILLE 1987 — 1992
BA 3.03 GPA, ECONOMICS AND POLITICAL SCIENCE
Wisconsin Department of Revenue June 2012 - Present
Humana February 2012 - June 2012
WEA TRUST MEMBER BENEFITS March 2008 - October 2011
Premier Mortgage Funding October 2004 - March 2008
Westby Co-Op Credit Union April 1998 - October 2004
Education
Lakeland College 2002 — 2006
BA 3.67 GPA, ACCOUNTING
UW-PLATTEVILLE 1987 — 1992
BA 3.03 GPA, ECONOMICS AND POLITICAL SCIENCE