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Pension Administrators in California

Pension Administrators in Santa Ana, CA

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37 results found

Marnie Marlow Santa Ana, CA

Professions & Specialties

Pension Administrator • Compensations and Benefits • Sales Coordinator • Sales Manager

Experience & Education

Position:
Pension Administrator at Benefit Associates, Inc.
Location:
Orange County, California Area
Industry:
Insurance
Work history:
Benefit Associates, Inc. Pension Administratorsince May 2006Pacific Life Senior Sales CoordinatorOct 2001 - Mar 2006
Full Profile

Betty Benson Santa Ana, CA

Professions & Specialties

Pension Administrator • Finance and Accounting Specialist • Compensations and Benefits • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Senior Pension Administrator at Benefit Equity Inc.
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
Benefit Equity Inc. Senior Pension Administrator
Skills:
Defined Benefit, Pensions, Profit Sharing, Retirement, Retirement Planning, 401k
Full Profile

Patsy Fields Santa Ana, CA

Professions & Specialties

Pension Administrator • Compensations and Benefits

Experience & Education

Position:
Pension Administrator at Jack A.Cross & Associates, Inc.
Location:
Orange County, California Area
Industry:
Management Consulting
Work history:
Jack A.Cross & Associates, Inc. Pension Administrator
Full Profile

John Mccargar Santa Ana, CA

Professions & Specialties

Pension Administrator • Finance and Accounting Specialist • Compensations and Benefits • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Retirement Plan Specialist at American Funds
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
American Funds Retirement Plan Specialist
Full Profile

Pj Kehoe Santa Ana, CA

Professions & Specialties

Pension Administrator • Finance and Accounting Specialist • Compensations and Benefits • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Retirement Plan Specialist at Capital Group
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
Capital Group Retirement Plan Specialist
Full Profile

Nancy Johnson Santa Ana, CA

Professions & Specialties

Pension Administrator • Compensations and Benefits

Experience & Education

Position:
Pension Administrator at Aon Hewitt
Title:
Pension Administrator at Hewitt Associates
Location:
Orange County, California Area
Industry:
Outsourcing/Offshoring
Work history:
Aon Hewitt Pension Administratorsince Jun 1992
Full Profile

Heather Hackett Santa Ana, CA

Professions & Specialties

Pension Administrator • Finance and Accounting Specialist • Compensations and Benefits • Accounting Bookkeeper • Bookkeeper • Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Agent • Sales Representative • Counselor • Advisor

Experience & Education

Position:
Enrolled Agent at The Financial Planning Dept., Financial Advisor/Retirement Plan Specialist at...
Title:
Financial Advisor at Newcastle Financial Advisors
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
The Financial Planning Dept. Enrolled Agentsince Mar 2011Newcastle Financial Advisors - Fullerton, CAFinancial Advisor/Retirement Plan Specialistsince Mar 2011
Certifications:
Certified Financial Planner, Certified Financial Planner Board of Standards, Inc.
Enrolled Agent, Internal Revenue Service
Full Profile

Joan Morris Santa Ana, CA

Professions & Specialties

Pension Administrator • Finance and Accounting Specialist • Compensations and Benefits • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Pension Administrator at Pension Professionals, Inc.
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
Pension Professionals, Inc. Pension Administrator
Full Profile

Sandy Posada Santa Ana, CA

Professions & Specialties

Pension Administrator • Finance and Accounting Specialist • Compensations and Benefits • Accounting Bookkeeper • Bookkeeper

Experience & Education

Title:
Retirement Plan Specialist at Capital Group
Location:
Orange County, California Area
Industry:
Financial Services
Full Profile

Sandra Posada Santa Ana, CA

Professions & Specialties

Pension Administrator • Finance and Accounting Specialist • Compensations and Benefits • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Retirement Plan Specialist at Capital Group
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
Capital Group Retirement Plan Specialist
Full Profile

Dana Webb Santa Ana, CA

Professions & Specialties

Finance and Accounting Specialist • Pension Administrator • Accounting Bookkeeper • Bookkeeper • Compensations and Benefits • Director • Operations Manager • Database Administration Professional • Database Administrator

Experience & Education

Position:
Director, Sales & Service Operations at 401(k) Advisors
Title:
Director, Sales & Service Operations
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
401(k) Advisors Director, Sales & Service Operationssince Jan 2004Benetch, Inc. Pension AdministratorMar 2001 - Jan 2004
Skills:
Team Building, Customer Service, Hiring, Team Leadership, Mergers, Operations Management, Outlook,...
Full Profile

Edna Makhani Santa Ana, CA

Professions & Specialties

Finance and Accounting Specialist • Pension Administrator • Accounting Bookkeeper • Bookkeeper • Compensations and Benefits • Counselor • Advisor

Experience & Education

Position:
Pension consultant at Benefit Equity, Inc.
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
Benefit Equity, Inc. Pension consultantCNA Trust-CalTrust-CPI Pension Svcs Pension Administrator1985 - 1996
Full Profile

Sandra Posada Santa Ana, CA

Professions & Specialties

Pension Administrator • Compensations and Benefits • Data Analyst • Data Entry Specialist • Data Scientist • Sales and Service Specialist • Sales Agent • Sales Representative

Experience & Education

Position:
Retirement Plan Specialist at Capital Group
Location:
Orange County, California Area
Industry:
Information Services
Work history:
Capital Group Retirement Plan Specialistsince Mar 2008Experian Data AnalystSep 2002 - Feb 2008
Full Profile

Jeremy Yang Santa Ana, CA

Professions & Specialties

Pension Administrator • Finance and Accounting Specialist • Compensations and Benefits • Accounting Bookkeeper • Bookkeeper • Blogger • Authoress • Author • Photographer

Experience & Education

Position:
Pension Administrator, QKA at Yang's Pension Consulting, Inc., 29er Blogger at MtnBikeRiders.com
Title:
Pension Administrator, QKA, Yang's Pension
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
Yang's Pension Consulting, Inc. - Fullerton, CaliforniaPension Administrator, QKAsince Jun 2001MtnBikeRiders.com 29er Bloggersince Dec 2006
Languages:
Chinese
Full Profile

Chris Tontz Santa Ana, CA

Professions & Specialties

Pension Administrator • Compensations and Benefits • Independent Business Owners • Tennis Coach • Sports Game Coach • Independent Contractor • Contractor

Experience & Education

Position:
Tennis Instructor at USA Self Employed, Pension Administrator at AK Financial Group
Title:
Pension Administrator at AK Financial Group
Location:
Orange County, California Area
Industry:
Sports
Work history:
USA Self Employed Tennis InstructorAK Financial Group Pension Administratorsince Jul 2002
Full Profile

Anthony Rios Santa Ana, CA

Professions & Specialties

Finance and Accounting Specialist • Pension Administrator • Accounting Bookkeeper • Bookkeeper • Compensations and Benefits • Counselor • Advisor • Owner • Chief Executive

Experience & Education

Position:
Senior Pension Consultant at PensionSource Corporation
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
PensionSource Corporation Senior Pension ConsultantT. Charles Corporation Senior Pension AdministratorNov 2001 - Jan 2005
Skills:
Retirement
Full Profile

Lori Riley Santa Ana, CA

Professions & Specialties

Finance and Accounting Specialist • Pension Administrator • Accounting Bookkeeper • Bookkeeper • Compensations and Benefits • Territory Account Manager • Area Manager • Managers

Experience & Education

Position:
Territory Manager at ICMA-RC
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
ICMA-RC Territory Managersince Jul 2008ICMA-RC Retirement Plan SpecialistJan 1997 - Jun 2008
Full Profile

Cathy Christ Santa Ana, CA

Professions & Specialties

Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Counselor • Supporting Member • Advisor • Team Member • Relationship Manager • Supplier • Account Service Manager • Client Service Officer • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Fiduciary • Trust Law Attorney • Lawyer • Human Resources Specialist • Recruitment • Customer Service

Experience & Education

Position:
Retirement Consultant at Arthur J. Gallagher & Co
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
Arthur J. Gallagher & Co Retirement Consultantsince Mar 2011Benefit Funding Services Group (BFSG) - Irvine, CARetirement Plan ConsultantAug 2009 - Jun 2010
Skills:
Series 6, Series 63, Series 65, Defined Benefit, 401k, Financial Services, Asset Allocation,...
Retirement Plan Specialist at Capital Group
Full Profile

Ron Sterud Santa Ana, CA

Professions & Specialties

Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Owner • Chairperson • Chief Executive

Experience & Education

Position:
Owner / President at Ron Sterud and Associates
Title:
Financial Advisor, Huntington Beach, CA
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
Ron Sterud and Associates Owner / Presidentsince Mar 2001
Skills:
Retirement Planning, Income Planning, Tax Planning, Estate Planning, College Education Planning,...
Southern California Edison retirement plan specialist
Full Profile

Kennette Canary Santa Ana, CA

Professions & Specialties

Payroll Administrator • Payroll Supervisor • Compensations and Benefits • Executive Administrative Assistant • Personal Secretary • Security • Timekeeper • Administrative Associate • Administrative Clerk • Clerical Specialist • School Principal • School Administrator • Educational Manager • Financial Director • Chief Administrative Officer • Financial Officer • Financial Manager • Chief Executive • Notary Public • Notary • Lawyer • Secretary • Equipment Tools Purchasing Agent • Department Store Salesperson • Retail Professional • Retail Salesperson • Office Secretary • Community Service Manager • Health Professional • Health Practitioner • City Manager • Civil Servant • Recruitment

Experience & Education

Title:
Venture Capital & Private Equity Professional
Location:
Orange County, California Area
Industry:
Venture Capital & Private Equity
Work history:
ClearLight Partners Management LLC Executive Administrative AssistantJan 2005 - Oct 2008U. S. Department of Homeland Security, ICE Secretary GS06 Office 1145Nov 2002 - Dec 2004
Pension Administrator at End of the Road Trust
Full Profile

Janna Sumners Santa Ana, CA

Professions & Specialties

Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Vice President • Partner • Manager • Chief Executive • Operations Manager • Fiduciary • Trust Law Attorney • Lawyer • Supplier • Client Service Officer • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Customer Service

Experience & Education

Title:
Retirement Administration Professional
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
Union Bank of California Vice President Product Development & New Business Implementation2004 - 2008CNATrust Vice President & Manager, Custom Retirement Services1987 - 2002
Senior Pension Administrator at CNATrust
Full Profile

John Mccargar Santa Ana, CA

Professions & Specialties

Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Marketing Manager • Marketing Administrator

Experience & Education

Title:
Consulting Marketing Manager at The 401k Club Hot Rod Shop
Location:
Orange County, California Area
Industry:
Financial Services
Senior Retirement Plan Specialist at American Funds
Full Profile

Vince Tran Santa Ana, CA

Professions & Specialties

Pension Administrator • Compensations and Benefits • Information Technology Administrator • Computer Network Consultant • Computer Systems Administrator • Computer Consultant • IT Consultant • Supporting Member • Team Member • Computer Network Professional • Computational Scientist • Computer Software Professional • Systems Support Specialist • Support Specialists • Computers Specialist • Computer Specialist • Network Administrator • Computer Scientists • Software Developers • Business Administrator • Director • Operations Manager • Master of Science • Bachelor of Science

Experience & Education

Position:
IT Administrator at ERRG
Location:
Orange County, California Area
Industry:
Computer Networking
Work history:
ERRG - Tustin, CAIT Administratorsince Mar 2010Pitney Bowes MapInfo Associate Infrastructure EngineerNov 2005 - Jan 2009
Skills:
Windows, Active Directory, Servers, Troubleshooting, VMware, TCP/IP, Operating Systems, CCNA,...
Languages:
Vietnamese
Full Profile

Davey Mckenzie Santa Ana, CA

Professions & Specialties

Owner • Chief Executive • Human Resources Specialist • Recruitment

Experience & Education

Title:
Owner, CNB Consulting
Location:
Orange County, California Area
Industry:
Human Resources
Retirement Plan Specialist at Associated Securitie..
Full Profile

Phet Souphilavong Santa Ana, CA

Professions & Specialties

Compensations and Benefits • Employee Relations Manager • Human Resources Specialist • Human Resources Generalist • Employee Relations Specialist • Labor Relations Specialist • Recruitment • Human Resource Manager • Premier • Government Service Executive • Government Administration Officer • Civil Servant • Supervisor • Managers • Computer Scientists • Psychology Specialist

Experience & Education

Position:
Human Resources Manager at Premier Mounts
Location:
Orange County, California Area
Industry:
Consumer Electronics
Work history:
Premier Mounts - AnaheimHuman Resources Managersince 2009Premier Mounts - FullertonHuman Resources Generalist2006 - 2009
Languages:
Thai, Lao
Pension Administrator at Computer Science Corporat..
Full Profile

Cynthia Bluth Santa Ana, CA

Professions & Specialties

Bookkeeper • Pension Administrator • Accounting Bookkeeper • Compensations and Benefits

Experience & Education

Title:
Bookeeper, Coin Counter, etc... at Your Bookkeeper, Inc.
Location:
Orange County, California Area
Industry:
Accounting
Full Profile

Susann Haas Santa Ana, CA

Professions & Specialties

Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Compensations and Benefits • Counselor • Advisor • Representative • Trust Law Attorney • Lawyer

Experience & Education

Position:
Senior Plan Consultant at 401(k) Advisors
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
401(k) Advisors Senior Plan Consultantsince Apr 2002
..spent her time at CNA Trust as a Pension Administrator where she was responsible fo..
Full Profile

Kevin Nguyen Santa Ana, CA

Professions & Specialties

Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Educator • Education Professional • Instructor • Security • Client Manager • Client Service Officer • Premier • Government Service Executive • Government Administration Officer • Civil Servant • Customer Service

Experience & Education

Position:
Financial Services Professional at New York Life Insurance Company & New York Life Securities
Title:
Untethered Financial Advisor
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
New York Life Insurance Company & New York Life Securities Financial Services Professionalsince Mar 2006Bank of America Premier Client ManagerNov 2003 - Sep 2005
Pension Administrator at TruSource,formerly CNA Tr..
Full Profile

David Mckenzie Santa Ana, CA

Professions & Specialties

Accounting Bookkeeper • Bookkeeper • Owner • Chairperson • Chief Executive • Human Resources Specialist • Recruitment

Experience & Education

Position:
President/Retirement Plan Expert at CNB Consulting, Retirement Specialist at LPL Financial
Title:
Owner, CNB Consulting - Retirement Plans
Location:
Orange County, California Area
Industry:
Human Resources
Work history:
CNB Consulting President/Retirement Plan Expertsince Jan 2004LPL Financial Retirement Specialistsince 2004
Skills:
Retirement Planning, Retirement Plan Consulting, Strategic Financial Planning, Financial Analysis,...
Retirement Plan Specialist at Associated Securitie..
Full Profile

Paula Cook Santa Ana, CA

Professions & Specialties

Contract Administrator • Director of Contracts • Construction • Counselor • Advisor • Owner • Purchasing Managers • Chief Executive • Real Estate Manager

Experience & Education

Position:
Senior Contract Administrator at Edwards Lifesciences
Location:
Orange County, California Area
Industry:
Medical Devices
Work history:
Edwards Lifesciences Senior Contract Administratorsince Oct 2009THE IRVINE COMPANY Senior Contracts AdministratorOct 2004 - Aug 2009
Pension Administrator at A & S Pension Consultants
Full Profile

Alvin Mandalas Santa Ana, CA

Professions & Specialties

Benefits Manager • Compensations and Benefits • Accounting Bookkeeper • Bookkeeper • Human Resource Administrator • Human Resources Specialist • Human Resources Generalist • Human Resource Manager • Recruitment • Operations Manager

Experience & Education

Position:
HR Administrator at Toshiba Logistics America, Inc
Title:
HR Administrator
Location:
Orange County, California Area
Industry:
Human Resources
Work history:
Toshiba Logistics America, Inc HR Administratorsince Sep 2008Toshiba America, Inc Benefits AdministratorOct 2004 - Sep 2008
Pension Administrator at Pension Professionals
Full Profile

Cindy Bluth Santa Ana, CA

Professions & Specialties

Bookkeeper • Accounting Clerk • Pension Administrator • Accounting Bookkeeper • Compensations and Benefits • Owner • Chief Executive • Certified Nurse Aide • Nurse • Nurse Practitioner

Experience & Education

Position:
Accounting Dept at Capo Beach Calvary
Location:
Orange County, California Area
Industry:
Individual & Family Services
Work history:
Capo Beach Calvary Accounting Deptsince Mar 2012Clever Keepsakes - San Clemente, CAOwnerOct 2007 - Dec 2011
Skills:
Time Management, Negotiation, New Business Development, Product Management, SDLC, Agile...
Full Profile

Steven Edwards Santa Ana, CA

Professions & Specialties

Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Compensations and Benefits • Counselor • Advisor • Branch Manager • Field Marketing Specialist • Marketing Administrator • Marketing Manager • Vice President • Chief Executive • School Administrator • Educational Manager

Experience & Education

Position:
Investment Consultant at LPL Financial at LPL Financial, LPL Branch Manager at Oakstone Wealth...
Title:
Investment Consultant at LPL Financial, Member FINRA/SIPC
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
LPL Financial Investment Consultant at LPL Financialsince 2008Oakstone Wealth Management - Newport Beach, CALPL Branch Managersince 2008
Skills:
Long Term Care Advisor, Retirement Plan Specialist, Investment Consultant, FINRA, Securities
Certifications:
Series 6-63-26 Registrations held with LPL Financial
CA Insurance Lic# 0B25042
Full Profile

Denise Lajoie Santa Ana, CA

Professions & Specialties

Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Customer Service • Client Service Officer • Software Tester • Computer Specialist • Administrative Clerk • Clerical Specialist • Team Member

Experience & Education

Title:
Retirement Plan Services/Horticulture and Landscape Design
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
Valtoria Insurance & Financial Services, Inc. Insurance AssistantJan 2011 - Nov 2011Union Bank of California Employee Benefits Conversion Specialist II2004 - Nov 2008
Skills:
Customer Relations, Employee Benefits, Retirement, Problem Solving, Valuation, Employee...
Pension Administrator at CNA Trust
Full Profile

Taffy Guillen Santa Ana, CA

Professions & Specialties

Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Chief Networking Officer • Manager • Customer Relations • Operations Manager

Experience & Education

Position:
Client Relations Manager at ING
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
ING Client Relations Managersince Nov 2000ADP Retirement Services ManagerJun 1993 - Nov 1998
Pension Administrator at First Pension
Full Profile

Timothy Rellihan Santa Ana, CA

Professions & Specialties

Compensations and Benefits • Counselor • Advisor • Business Administrator • Financial Services Professional • Financial Services Sales Agent • Bachelor of Science • Operations Manager

Experience & Education

Work

Company:
Eoi service company, inc - Santa Ana, CA
Benefit counselor
Company:
Lovejoy and associates - Belchertown, MA
Full Profile

F Ervices Santa Ana, CA

Professions & Specialties

Pension Administrator • Compensations and Benefits • Research Associate • Research Specialist • Research Scientist • Business Manager • Operations Manager

Experience & Education

Work

Company:
P rofessional e xperience - Garden Grove, CA
Company:
Alliance 8 - Irvine, CA
Payment processing specialist
Full Profile

Pension Administrators near Santa Ana, CA012345IrvineCosta MesaNewport BeachTustinAnaheimFullertonOrangeHuntington BeachBrea


Pension Administrators around Santa Ana, CA

Anaheim  (2)
Brea  (1)
Costa Mesa  (3)
Fullerton  (2)
Irvine  (5)
Orange  (2)
Tustin  (3)

Pension Administrators in California