Professional Background CheckInformation on professionals, their work history and resumes

Find Professionals

US Pension Agents Directory

Trustoria has a profile of nearly every local Pension Agent across the country.

Choose a region to get a detailed list of Pension Agents living where you need them.

The Trustoria Professional Directory helps anyone discover the best service provider for their upcoming project.

44 results found

Jackie Krull Green Bay, WI

Jackie Krull Small Business Owner of Pension Inc.

Professions & Specialties

Pension AgentCompensations and BenefitsAccounting BookkeeperBookkeeperFinance and Accounting SpecialistVolunteerNurse PractitionerNurseCertified Nurse AideNon-ProfitChief ExecutiveOperations ManagerCorporate ExecutiveDirectorChairpersonChief Executive OfficerOwnerRecruitment

Experience & Education

Position:
Group Member at Friends of Bellevue Parks, Group Member at Bellevue Business & Professional...
Title:
Small Business Owner of Pension Inc.
Location:
Green Bay, Wisconsin Area
Industry:
Financial Services
Work history:
Friends of Bellevue Parks - Village of Bellevue, WisconsinGroup Membersince Feb 2011Bellevue Business & Professional Association - Village of Bellevue, WisconsinGroup Membersince Sep 2010
Skills:
Retirement Plan Consulting, 401k, Profit Sharing, Pensions, ERISA, Employee Benefits, Qualified...
President at Fox River Area Pension Professional Society,FRAPPS,

Glen Hughes Stuart, FL

Professions & Specialties

Pension AgentCompensations and BenefitsOwnerChief Executive

Experience & Education

Position:
Owner at The Pension Source, Inc.
Title:
Experienced Pension Professional at The Pension Source, Inc.
Location:
Stuart, Florida
Industry:
Accounting
Work history:
The Pension Source, Inc. Owner

Marshall Cobb Houston, TX

Marshall Cobb Senior Vice President at CAPTRUST Financial Advisors

Professions & Specialties

Pension AgentCompensations and BenefitsAccounting BookkeeperBookkeeperFinance and Accounting SpecialistRepresentativeSchool AdministratorSchool PrincipalLawyerTrust Law AttorneyFiduciarySpeakerSpokespersonAdvisorCounselorChief ExecutiveVice PresidentSenior Vice PresidentEducational Manager

Experience & Education

Position:
Senior Vice President at CAPTRUST Financial Advisors at CAPTRUST Financial Advisors
Title:
Senior Vice President at CAPTRUST Financial Advisors
Location:
Houston, Texas Area
Industry:
Financial Services
Work history:
CAPTRUST Financial Advisors - Houston, Texas AreaSenior Vice President at CAPTRUST Financial Advisorssince Nov 2011Cobb Retirement Solutions, LLC - Houston, Texas AreaPrincipalJul 2003 - Nov 2011
Certifications:
AIF®- Accredited Investment Fiduciary®, Fi360
Certified Retirement Services Professional (CRSP), Institute of Certified Bankers
..and the American Society of Pension Professional & Actuaries

Randy Gant San Francisco, CA

Professions & Specialties

Pension AgentCompensations and BenefitsHuman Resources SpecialistRecruitment

Experience & Education

Title:
Experienced Pension Professional
Location:
San Francisco Bay Area
Industry:
Human Resources

Adrianne Graves Philadelphia, PA

Professions & Specialties

Pension AgentFinance and Accounting SpecialistCompensations and BenefitsAccounting BookkeeperBookkeeper

Experience & Education

Position:
Pension Professional at Ascensus
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
Ascensus Pension Professional

Charan Singh Anchorage, AK

Charan Singh Customer-focused Pension Professional

Professions & Specialties

Pension AgentFinance and Accounting SpecialistCompensations and BenefitsAccounting BookkeeperBookkeeperPension AdministratorFounding MemberChief ExecutiveVice PresidentFounderAssistant Vice PresidentGeneral and Operations ManagerDirector of OperationsOperations ManagerServices ProfessionalSales and Service SpecialistSales AgentSales RepresentativeAdvisor

Experience & Education

Position:
Associate Vice President, Operations at United Retirement Plan Consultants, Founder at agility TPA
Title:
Customer-focused Pension Professional
Location:
Marina Del Rey, California
Industry:
Financial Services
Work history:
United Retirement Plan Consultants - Marina Del Rey, CaliforniaAssociate Vice President, Operationssince Nov 2012Agility TPA - Pasadena, CA (Los Angeles Area)Foundersince Mar 2012
Skills:
Pensions, Strategic Planning, Compliance, Customer Relations, 401k, Employee Benefits, Retirement,...

Adrianne Graves Philadelphia, PA

Professions & Specialties

Pension AgentFinance and Accounting SpecialistCompensations and BenefitsAccounting BookkeeperBookkeeper

Experience & Education

Position:
Pension Professional at Ascensus
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
Ascensus Pension Professional

Paul Holzman Park Ridge, IL

Paul Holzman owner at Holzman & Associates

Professions & Specialties

Pension AgentCertified Public AccountantFinance and Accounting SpecialistCompensations and BenefitsAccounting BookkeeperBookkeeperOwnerManagerCo-FounderFounderChief ExecutiveOperations ManagerFounding MemberSchool PrincipalSchool AdministratorEducational Manager

Experience & Education

Position:
OWNER: PAUL HOLZMAN 847-298-5590 CELL: 630-788-6086 at HOLZMAN & ASSOCIATES
Title:
owner at Holzman & Associates
Location:
Park Ridge, Illinois
Industry:
Financial Services
Work history:
HOLZMAN & ASSOCIATES - PARK RIDGE, ILLINOISOWNER: PAUL HOLZMAN 847-298-5590 CELL: 630-788-6086since Jan 1984

Tiffany Pratt Bronx, NY

Professions & Specialties

Pension AgentCompensations and BenefitsAssistant AdministratorManagers

Experience & Education

Work

Company:
District council 1707 local 389 home care employees pension fund - New York, NY
Assistant administrator
Company:
District council 1707 local 389 home care employees pension fund - New York, NY
Pension benefits assistant

Larry Starr Springfield, MA

Larry Starr President/Owner at Qualified Plan Consultants, Inc.

Professions & Specialties

Pension AgentFinance and Accounting SpecialistCompensations and BenefitsAccounting BookkeeperBookkeeperChairpersonOwnerBoard MemberVice PresidentChief ExecutiveManagement Team ExecutiveOperations ManagerSenior AdvisorAdvisor

Experience & Education

Position:
President/Owner at Qualified Plan Consultants, Inc., ASPPA: Past VP and Board Member; current Sr...
Title:
President/Owner at Qualified Plan Consultants, Inc.
Location:
Springfield, Massachusetts Area
Industry:
Financial Services
Work history:
Qualified Plan Consultants, Inc. - West Springfield, MAPresident/Ownersince Mar 1983American Society of Pension Professional & Actuaries ASPPA: Past VP and Board Member; current Sr Advisor to Govt Affairs Cmtsince 1983

Daniel Jock Springfield, MA

Professions & Specialties

Pension AgentFinance and Accounting SpecialistCompensations and BenefitsAccounting BookkeeperBookkeeper

Experience & Education

Title:
Pension Professional at MassMutual Financial Group
Location:
Springfield, Massachusetts Area
Industry:
Financial Services

David Langhorst Virginia Beach, VA

Professions & Specialties

Pension AgentIndependent Business OwnersCompensations and BenefitsProject ManagerProject ManagersAdvisorAnalystsContractorCounselorIndependent ConsultantIndependent ContractorAnalystManagersChief ExecutiveOperations ManagerInformation Technology SpecialistIT SpecialistCustomer Service

Experience & Education

Position:
Sole Proprietor at Employee Benefits Consulting Firm
Title:
Pension Professional seeking a Pension Administration or Pension Analyst position
Location:
Virginia Beach, Virginia
Industry:
Outsourcing/Offshoring
Work history:
Employee Benefits Consulting Firm - Virginia Beach, VASole Proprietorsince 2011Xerox Business Services LLC - Chesapeake, VAPension Analyst (Contractor)Jan 2009 - Oct 2011
Skills:
401k, Benefits Administration, Benefits Plan Design, Call Center, Compliance, Deferred...

Dee Lillis New York, NY

Professions & Specialties

Pension AgentCompensations and BenefitsClient Service OfficerFiduciaryTrust Law AttorneyLawyerHuman Resources SpecialistRecruitmentCustomer Service

Experience & Education

Title:
ERISA Customer Relations Representative at Colonial Surety Company
Location:
Greater New York City Area
Industry:
Human Resources
Work history:
Colonial Surety Company - Montvale, New JerseyERISA Customer Relations RepresentativeMar 2011 - Nov 2012Liz Claiborne Learning Program SpecialistNov 1998 - Feb 2009
..services specifically designed for the Pension Professional

Kristina Matwijec New York, NY

Professions & Specialties

Pension AgentFinancial AnalystCompensations and BenefitsSenior AnalystAnalystAnalystsModelMarket Research AnalystAutomotive Professional

Experience & Education

Position:
Senior Financial Analyst, Pension Management at Con Edison
Title:
Pension Professional with focus on Fixed Income and Private Equity
Location:
Greater New York City Area
Industry:
Utilities
Work history:
Con Edison - New York, NYSenior Financial Analyst, Pension Managementsince Jun 2007Con Edison - New York, NYSenior Analyst, Corporate FinanceAug 2005 - Jun 2007

Daniel Rice Morganville, NJ

Professions & Specialties

Finance and Accounting SpecialistPension AgentAccounting BookkeeperBookkeeperCompensations and BenefitsOwnerChief ExecutiveCustomer ServiceClient Service OfficerAgentSales AgentSales RepresentativeClerkClerical Specialist

Experience & Education

Work

Company:
United states postal service - Township of Howell, NJ
Transitional employee
Company:
Dmr securities inc - New York, NY
Soleproprietor, broker dealer

Skills

Customer Service, Basic Accounting, Microsoft Office

David Langhorst Virginia Beach, VA

Professions & Specialties

Pension AgentCompensations and BenefitsAnalystCounselorPhilanthropeAnalystsAdvisorNon-ProfitOperations Manager

Experience & Education

Work

Company:
Self employed
Benefits consultant
Company:
Xerox business services, llc - Chesapeake, VA
Pension analyst

Dan Jock Springfield, MA

Professions & Specialties

Pension AgentFinance and Accounting SpecialistCompensations and BenefitsAccounting BookkeeperBookkeeperAnalystAnalysts

Experience & Education

Position:
Actuarial Student Analyst at MassMutual
Title:
Pension Professional at MassMutual Financial Group
Location:
Springfield, Massachusetts Area
Industry:
Financial Services
Work history:
MassMutual Actuarial Student Analystsince 2007

Fred Ullman Bethesda, MD

Professions & Specialties

Pension AgentCompensations and BenefitsDirectorChief Executive OfficerOperations ManagerCorporate ExecutiveChief ExecutiveManagerSales ManagerSales DirectorBachelor of ArtsPsychologistNon-ProfitFinancial Services Sales AgentSales RepresentativePsychology Specialist

Experience & Education

Work

Company:
American society of pension professional & actuaries
Director of sales
Company:
Ceo update/ leading authorities - Washington, DC
Managing director of sales & business development

Jacqueline Krull Green Bay, WI

Professions & Specialties

Pension AgentFinance and Accounting SpecialistCompensations and BenefitsAccounting BookkeeperBookkeeperChairpersonOwnerChief Executive

Experience & Education

Title:
President at Fox River Area Pension Professional Society (FRAPPS) Owner & Officer at Pension Inc.
Location:
Green Bay, Wisconsin Area
Industry:
Financial Services

Mitchell Schweitzer New York, NY

Professions & Specialties

Pension AgentFinance and Accounting SpecialistCompensations and BenefitsAccounting BookkeeperBookkeeperOwnerChairpersonChief Executive

Experience & Education

Position:
President at Schweitzer & Company, LLC
Title:
Pension Professional, Owner of Schweitzer & Company, LLC
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Schweitzer & Company, LLC - 160 Howells Rd - Suite 4, Bayshore, NY 11706Presidentsince Dec 1983

Susan Jarnagin Philadelphia, PA

Susan Jarnagin Benefits & Mobility Operations Manager at FMC Corporation

Professions & Specialties

Pension AgentCompensations and BenefitsBenefits ManagerHuman Resources SpecialistAdvisorCounselorRecruitmentOperations ManagerDirector of OperationsDirectorChief ExecutiveProject ManagersVice PresidentChief Administrative OfficerSecurityConstructionProject ManagerSubject Matter ExpertSkilled ProfessionalMaster of Business AdministrationPsychologistPsychology Specialist

Experience & Education

Position:
Benefits & Mobility Operations Manager at FMC Corporation
Location:
Greater Philadelphia Area
Industry:
Human Resources
Work history:
FMC Corporation - Greater Philadelphia AreaBenefits & Mobility Operations Managersince Apr 2013Transfield Services - Greater Philadelphia AreaSr. HR Consultant, Business ProcessesFeb 2012 - Jan 2013
Skills:
Executive Compensation, Employee Benefits, Change Management, Leadership Development, Human...
Certifications:
SPHR, HRCI
Certfied Pension Professional, ASPPA

Tom Lightvoet Santa Ana, CA

Professions & Specialties

Finance and Accounting SpecialistAccounting BookkeeperBookkeeperCompensations and BenefitsOperations ManagerChief ExecutiveCorporate ExecutivePartnerManagerChief Executive OfficerAdvisorSenior AdvisorCounselorNon-ProfitInvestorDirectorTechnology DirectorTechnology ManagerTechnical ManagersEconomist

Experience & Education

Position:
CEO / Consultant Relations / Client Service at Pacific Pension Advisors
Title:
Experienced SVP Client Service / SVP Consultant Relations
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
Pacific Pension Advisors CEO / Consultant Relations / Client Servicesince Feb 2011Mercer Investment Consulting, Inc. Partner / Senior ConsultantAug 1994 - Feb 2011
Skills:
Client Retention, Conference Speaking, Client Service, Investments, Alternative Investments, Asset...
Certified Pension Professional since 1997

Jaime Anday Oshkosh, WI

Professions & Specialties

Compensations and BenefitsDirectorManagerDirector of OperationsOperations Manager

Experience & Education

Position:
Director of Schenck Retirement Plan Solutions LLC at Schenck SC, Manager at Schenck SC
Title:
Director of Schenck Retirement Plan Solutions LLC at Schenck SC
Location:
Oshkosh, Wisconsin Area
Industry:
Accounting
Work history:
Schenck SC - Appletton, WIDirector of Schenck Retirement Plan Solutions LLCsince Oct 2012Schenck SC Managersince May 1999
Fox River Area Pension Professional Society

Jeffrey Deems Pittsburgh, PA

Professions & Specialties

Actuarial AnalystActuarial AssociateInsurance ActuaryStatistician

Experience & Education

Position:
Senior Actuarial Analyst at John S. Agatston Actuarial Services
Title:
Actuarial Analyst at John S. Agatston Actuarial Services
Location:
Greater Pittsburgh Area
Industry:
Insurance
Work history:
John S. Agatston Actuarial Services Senior Actuarial Analystsince Aug 2010
Actuarial & Pension Professional

Mary Williams Orlando, FL

Mary Williams Accounting Manager at Florida Medical Development, Inc.

Professions & Specialties

Pension AgentAccounting BookkeeperBookkeeperCompensations and BenefitsManagerOperations ManagerHuman Resources SpecialistRecruitmentChief ExecutiveClerkPR and Communications ProfessionalClerical SpecialistPublic Relations ProfessinalGovernment Service ExecutiveGovernment Administration OfficerCivil Servant

Experience & Education

Position:
Accounting Manager at Florida Medical Development, INc.
Location:
Orlando, Florida Area
Industry:
Accounting
Work history:
Florida Medical Development, INc. - Altamonte Springs, FloridaAccounting Managersince May 2011Expedia Local Expert GL ACCOUNTANTAug 2005 - Nov 2010
..OF PENSION ADMINISTRATION CO at The Pension Professional

Lona Ebert Oshkosh, WI

Lona Ebert CPA/Consultant at Baker Tilly Virchow Krause, LLP

Professions & Specialties

Certified Public AccountantAccounting BookkeeperBookkeeperCounselorPhilanthropeAdvisorNon-ProfitBakerCertified Nurse AideNurseNurse PractitionerFiduciaryTrust Law AttorneyLawyer

Experience & Education

Position:
CPA/Consultant at Baker Tilly Virchow Krause, LLP
Location:
Oshkosh, Wisconsin Area
Industry:
Accounting
Work history:
Baker Tilly Virchow Krause, LLP CPA/Consultantsince Sep 1999Schumaker Romensko & Associates CPA1987 - 1999
Skills:
CPA, Income Tax, Accounting, Financial Reporting, Qualified Retirement Plans, Qualified Plan...
Fox River Area Pension Professional Society

Beth Kohlman Sheboygan, WI

Beth Kohlman VP - Trust Market Manager at Associated Trust Company

Professions & Specialties

Finance and Accounting SpecialistAccounting BookkeeperBookkeeperVice PresidentMarket ManagerChief ExecutiveRegion ManagerTellerSupervisorArea ManagerManagers

Experience & Education

Position:
VP - Trust Market Manager at Associated Trust Company
Location:
Sheboygan, Wisconsin Area
Industry:
Financial Services
Work history:
Associated Trust Company VP - Trust Market Managersince Apr 1985Associated Bank VariousAug 1981 - Apr 1985
Skills:
401k, Investments, Plan Administration, Retirement Plan Consulting, Employee Education, Plan...
Fox River Area Pension Professional Society

Kyla Keck Knoxville, TN

Kyla Keck Principal, SageView Retirement Plan Consultants, Inc.

Professions & Specialties

Finance and Accounting SpecialistAccounting BookkeeperBookkeeperCompensations and BenefitsSchool PrincipalSchool AdministratorEducational ManagerSenior Vice PresidentChief Executive OfficerVice PresidentChief ExecutiveCorporate ExecutiveAdvisorSales RepresentativeMathematician

Experience & Education

Position:
Senior Vice President at American Society of Pension Professionals and Actuaries, CEO at Retirement ...
Title:
Principal, SageView Retirement Plan Consultants, Inc.
Location:
Knoxville, Tennessee
Industry:
Financial Services
Work history:
American Society of Pension Professionals and Actuaries - Arlington, VASenior Vice Presidentsince Oct 2012Retirement Plan Consultants, Inc. - Knoxville, Tennessee AreaCEOsince Apr 1998
Certifications:
Certified Pension Consultant, American Society of Pension Professionals and Actuaries
Enrolled Retirement Plan Agent, Internal Revenue Service
Vice President at American Society of Pension Professional & Actuaries

Todd Martin Madison, WI

Professions & Specialties

Finance and Accounting SpecialistCompensations and BenefitsAccounting BookkeeperBookkeeperLaw SpecialistLawyerArmy Lieutenant ColonelJuris DoctorBachelor of Business Administration

Experience & Education

Position:
Attorney at Todd W. Martin Law Office, LLC
Location:
Madison, Wisconsin Area
Industry:
Law Practice
Work history:
Todd W. Martin Law Office, LLC Attorneysince 2012Reinhart Boerner Van Deuren s.c. Shareholder2006 - 2012
Skills:
Health Insurance, Employee Benefits, Affordable Care Act, Mergers & Acquisitions, Life...
Fox River Area Pension Professional Society

Diane Corbin Hartford, CT

Professions & Specialties

Pension AgentCompensations and BenefitsManagerOperations ManagerInformation Technology SpecialistIT SpecialistClient Service OfficerManagersSkilled ProfessionalSupervisorConstruction LaborerConstruction SpecialistBuilderSales RepresentativeAgentSoftware DeveloperCustomer ServiceIT AnalystSoftware DevelopersSoftware EngineerSystems AnalystCobol DeveloperJava DeveloperC++ DeveloperVisual Basic DeveloperModel

Experience & Education

Position:
IT System Manager at Travelers
Location:
Hartford, Connecticut Area
Industry:
Information Technology and Services
Work history:
Travelers IT System Managersince Apr 2010Hartford Life IT Application ManagerMay 2007 - Dec 2009

Bob Buss Green Bay, WI

Bob Buss Executive Director of Benefit Services at Wipfli LLP

Professions & Specialties

Pension AgentAccounting BookkeeperBookkeeperCompensations and BenefitsChief Executive OfficerCorporate ExecutiveChief ExecutiveVolunteerNon-Profit

Experience & Education

Position:
Executive Director of Benefit Services at Wipfli LLP
Location:
Green Bay, Wisconsin Area
Industry:
Accounting
Work history:
Wipfli LLP - Green Bay, Wisconsin AreaExecutive Director of Benefit Servicessince Jun 1981
Skills:
Roth IRA, ESOP, Tax, 401k, Executive Compensation Planning, 403b, Defined Benefit, Nonqualified...
Certifications:
Certified Public Accountant
Certified Employee Benefit Specialist
Fox River Area Pension Professional Society

Maria Darbonne Detroit, MI

Maria Darbonne Manager, Retirement Plans at TriMas Corporation

Professions & Specialties

Compensations and BenefitsOperations ManagerAnalystAnalystsManagerMedical AssistantFinancial Services ProfessionalCapital Markets ProfessionalTraderHealthcare SupportCertified Medical AssistantHealth PractitionerHealth ProfessionalHospital Care ProfessionalCommodities ClerkConsumer Goods ProfessionalFinancial Services Sales Agent

Experience & Education

Position:
Manager, Retirement Plans at TriMas Corporation
Location:
Greater Detroit Area
Industry:
Automotive
Work history:
TriMas Corporation - Bloomfield Hills, MIManager, Retirement Planssince Jul 2011TriMas Corporation Senior Retirement AnalystJul 2010 - Jul 2011
Senior Pension Professional at Oakwood Hospital & Medical..

Susan Hajek Phoenix, AZ

Susan Hajek Regional Pension Consultant at Retirement Marketing Solutions - A Mutual of Omaha Company

Professions & Specialties

Finance and Accounting SpecialistAccounting BookkeeperBookkeeperCompensations and BenefitsCounselorAdvisorSales Representative

Experience & Education

Title:
Regional Pension Consultant at Retirement Marketing Solutions - A Mutual of Omaha Company
Location:
Phoenix, Arizona Area
Industry:
Financial Services
..& Marketing at American Society of Pension Professional & Actuaries

Sue Hajek Phoenix, AZ

Sue Hajek Vice President Client Development

Professions & Specialties

Finance and Accounting SpecialistAccounting BookkeeperBookkeeperVice PresidentChief ExecutiveCustomer Service

Experience & Education

Title:
Vice President Client Development
Location:
Phoenix, Arizona Area
Industry:
Financial Services
..& Marketing at American Society of Pension Professional & Actuaries

Steve Lazarek Collinsville, CT

Professions & Specialties

Pension AdministratorCompensations and BenefitsPension AgentProduce ManagerProject ManagersProduction ManagerAdvisorProject ManagerManagersBusiness AdministratorManagerOperations ManagerBachelor of ScienceMathematicsMathematicianComputer SpecialistTrust Law AttorneyLawyer

Experience & Education

Work

Company:
Prudential financial (formerly cigna retirement & investment services) - Hartford, CT
Six sigma project manager / project management specialist
Company:
Prudential retirement - Hartford, CT
Operational compliance advisor / product manager

Skills

Business Unit Start-ups Business Process Management(BPM) /Re-engineering Six Sigma/Lean...

Brian Curtin Boston, MA

Professions & Specialties

Finance and Accounting SpecialistBookkeeperAccounting BookkeeperCommunity Service ManagerFinancial Services Sales AgentFinancial Services ProfessionalCollections SpecialistRepossessorFinancial ConsultantCollectorManagement Team ExecutiveOperations ManagerFinancial ManagerFinancial OfficerChief ExecutiveBoard MemberTreasurerChairpersonGovernment Administration Professional

Experience & Education

Position:
Treasurer/Collector at Town of Burlington, President and Treasurer at Curtin Financial Services...
Title:
President and Treasurer at Curtin Financial Services Inc.
Location:
Greater Boston Area
Industry:
Government Administration
Work history:
Town of Burlington Treasurer/CollectorCurtin Financial Services Inc. President and Treasurersince Mar 1997
Skills:
Risk Management, Strategic Planning, Financial Reporting, Public Speaking, Microsoft Office,...
Chartered Pension Professional

Sheldon Smith Denver, CO

Professions & Specialties

Finance and Accounting SpecialistCompensations and BenefitsAccounting BookkeeperBookkeeperOf CounselLaw SpecialistJuristLegal CounselLawyerChairpersonChief ExecutiveManagement Team ExecutiveOperations ManagerLecturerPostsecondary Teacher

Experience & Education

Position:
Of Counsel at Bryan Cave
Title:
Employee Benefits Attorney
Location:
Greater Denver Area
Industry:
Law Practice
Work history:
Bryan Cave - Greater Denver AreaOf Counselsince Aug 2007ASPPA - Arlington, VAPast President2010 - 2012
..Past President at American Society of Pension Professional & Actuaries

Donna Moder Oshkosh, WI

Professions & Specialties

OwnerChief ExecutiveHuman Resources SpecialistRecruitmentCounselorAdvisorMathematician

Experience & Education

Position:
Owner at Retirement Plan Partners, LLC
Title:
Owner, Retirement Plan Partners, LLC
Location:
Oshkosh, Wisconsin Area
Industry:
Human Resources
Work history:
Retirement Plan Partners, LLC - Appleton, WIOwnersince 2007Virchow Krause & Company, LLP Retirement Plan Consultant1993 - 2006
Fox River Area Pension Professional Society

Diana Paltz Neenah, WI

Professions & Specialties

Compensations and BenefitsAccounting BookkeeperBookkeeperSupport ManagerManagersVice PresidentChief ExecutiveSales AgentSales Representative

Experience & Education

Position:
Vice President at Associated Bank
Title:
Retirement Plan Services Support Manager at Associated Bank
Location:
Neenah, Wisconsin
Industry:
Banking
Work history:
Associated Bank Vice Presidentsince Sep 1986
Skills:
Certified Retirement Services Professional (CRSP), Wealth Management, Qualified Retirement Plans,...
Fox River Area Pension Professional Society

Jane Grimm Washington, DC

Professions & Specialties

BookkeeperExecutive Vice PresidentDirectorVice PresidentChief ExecutiveOperations ManagerOrganization Management

Experience & Education

Position:
Executive Vice President at American Society of Appraisers, Director of Education and Accreditation ...
Title:
Executive Vice President at American Society of Appraisers
Location:
Washington D.C. Metro Area
Industry:
Nonprofit Organization Management
Work history:
American Society of Appraisers Executive Vice Presidentsince Sep 2009American Society of Appraisers Director of Education and Accreditationsince Feb 2007
..Officer at American Society of Pension Professional & Actuaries

Chere Loria Sacramento, CA

Professions & Specialties

Pension AgentCompensations and BenefitsSupervisorManagersTechnicianTechnical SpecialistTechnical Support SpecialistsAccount RepresentativeClient Service OfficerCustomer Service

Experience & Education

Work

Company:
Nicholas pension consultants
Documents installation administrator
Company:
Plan document services, verisight, inc
Supervisor

Skills

2+ years of Supervisor Experience, Strong Analytical & Investigative Skills, Knowledge of...

Monica Pausan

Professions & Specialties

Pension AgentCompensations and BenefitsTechnicianTechnical SpecialistTechnical Support Specialists

Experience & Education

Position:
DOCUMENTATION TECHNICIAN at Emerson Process Management
Location:
Cluj County, Romania
Industry:
Industrial Automation
Work history:
Emerson Process Management DOCUMENTATION TECHNICIANsince Nov 2009Allianz Insurance PLC Private Pension AgentJun 2007 - Dec 2010

Christal Benn Milwaukee, WI

Professions & Specialties

Pension AgentCompensations and BenefitsReal Estate ManagerProperty ManagerLicensed Real Estate BrokerPsychologistBachelor of ScienceMaster of ScienceComputer ScientistsComputational ScientistMathematicsMathematicianStatisticianInsurance ActuaryNon-ProfitManagersPhilanthropeResearch ManagerClient Service OfficerCustomer ServicePsychology Specialist

Experience & Education

Position:
Contract Management and Auditing Unit at Wisconsin Department of Transportation
Title:
Auditor-Contracts between Governmental Entities and Private-Sector, and Quasi-Governmental Entities
Location:
Greater Milwaukee Area
Industry:
Government Relations
Work history:
Wisconsin Department of Transportation Contract Management and Auditing Unitsince 2008
Skills:
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows,...
Actuarial & Pension Professional

Marylin Siemek Fairfax, VA

Professions & Specialties

Pension AgentCompensations and BenefitsTechnicianTechnical SpecialistTechnical Support SpecialistsMedical AssistantHealthcare Support

Experience & Education

Work

Company:
National automobile dealers association - McLean, VA
Plan modification specialist
Company:
National automobile dealers association - McLean, VA
New plan specialist