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US Pension Agents Directory

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44 results found

Jackie Krull Green Bay, WI

Professions & Specialties

Pension Agent • Finance and Accounting Specialist • Compensations and Benefits • Accounting Bookkeeper • Bookkeeper • Owner • Chief Executive Officer • Chairperson • Director • Chief Executive • Corporate Executive • Operations Manager • Volunteer • Non-Profit • Certified Nurse Aide • Nurse • Nurse Practitioner • Recruitment

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,
Full Profile

Glen Hughes Stuart, FL

Professions & Specialties

Pension Agent • Compensations and Benefits • Owner • Chief 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
Full Profile

Marshall Cobb Houston, TX

Professions & Specialties

Pension Agent • Finance and Accounting Specialist • Compensations and Benefits • Accounting Bookkeeper • Bookkeeper • Senior Vice President • Vice President • Chief Executive • Counselor • Speaker • Advisor • Spokesperson • Representative • Fiduciary • Trust Law Attorney • Lawyers • School Principal • School Administrator • Educational 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
Full Profile

Randy Gant San Francisco, CA

Professions & Specialties

Pension Agent • Compensations and Benefits • Human Resources Specialist • Recruitment

Experience & Education

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

Adrianne Graves Philadelphia, PA

Professions & Specialties

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

Experience & Education

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

Charan Singh Anchorage, AK

Professions & Specialties

Pension Agent • Finance and Accounting Specialist • Compensations and Benefits • Accounting Bookkeeper • Bookkeeper • Pension Administrator • Assistant Vice President • Founder • Vice President • Chief Executive • Founding Member • General and Operations Manager • Director of Operations • Operations Manager • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Advisor

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,...
Full Profile

Adrianne Graves Philadelphia, PA

Professions & Specialties

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

Experience & Education

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

Paul Holzman Park Ridge, IL

Professions & Specialties

Pension Agent • Certified Public Accountant • Finance and Accounting Specialist • Compensations and Benefits • Accounting Bookkeeper • Bookkeeper • Owner • Manager • Co-Founder • Founder • Chief Executive • Operations Manager • Founding Member • School Principal • School Administrator • Educational 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
Full Profile

Tiffany Pratt Bronx, NY

Professions & Specialties

Pension Agent • Compensations and Benefits • Assistant Administrator • Managers

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
Full Profile

Larry Starr Springfield, MA

Professions & Specialties

Pension Agent • Finance and Accounting Specialist • Compensations and Benefits • Accounting Bookkeeper • Bookkeeper • Chairperson • Owner • Board Member • Vice President • Chief Executive • Management Team Executive • Operations Manager • Senior Advisor • Advisor

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
Full Profile

Daniel Jock Springfield, MA

Professions & Specialties

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

Experience & Education

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

David Langhorst Virginia Beach, VA

Professions & Specialties

Pension Agent • Compensations and Benefits • Independent Business Owners • Analyst • Independent Contractor • Independent Consultant • Counselor • Contractor • Project Manager • Analysts • Advisor • Project Managers • Managers • Chief Executive • Operations Manager • Information Technology Specialist • IT Specialist • Customer 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...
Full Profile

Dee Lillis New York, NY

Professions & Specialties

Pension Agent • Compensations and Benefits • Client Service Officer • Fiduciary • Trust Law Attorney • Lawyers • Human Resources Specialist • Recruitment • Customer 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
Full Profile

Kristina Matwijec New York, NY

Professions & Specialties

Pension Agent • Financial Analyst • Compensations and Benefits • Senior Analyst • Analyst • Analysts • Model • Market Research Analyst • Automotive 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
Full Profile

Daniel Rice Morganville, NJ

Professions & Specialties

Finance and Accounting Specialist • Pension Agent • Accounting Bookkeeper • Bookkeeper • Compensations and Benefits • Owner • Chief Executive • Customer Service • Client Service Officer • Agent • Sales Agent • Sales Representative • Clerk • Clerical 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
Full Profile

David Langhorst Virginia Beach, VA

Professions & Specialties

Pension Agent • Compensations and Benefits • Analyst • Counselor • Philanthrope • Analysts • Advisor • Non-Profit • Operations Manager

Experience & Education

Work

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

Dan Jock Springfield, MA

Professions & Specialties

Pension Agent • Finance and Accounting Specialist • Compensations and Benefits • Accounting Bookkeeper • Bookkeeper • Analyst • Analysts

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
Full Profile

Fred Ullman Bethesda, MD

Professions & Specialties

Pension Agent • Compensations and Benefits • Director • Chief Executive Officer • Operations Manager • Corporate Executive • Chief Executive • Manager • Sales Manager • Sales Director • Bachelor of Arts • Psychologist • Non-Profit • Financial Services Sales Agent • Sales Representative • Psychology 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
Full Profile

Jacqueline Krull Green Bay, WI

Professions & Specialties

Pension Agent • Finance and Accounting Specialist • Compensations and Benefits • Accounting Bookkeeper • Bookkeeper • Chairperson • Owner • Chief 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
Full Profile

Mitchell Schweitzer New York, NY

Professions & Specialties

Pension Agent • Finance and Accounting Specialist • Compensations and Benefits • Accounting Bookkeeper • Bookkeeper • Owner • Chairperson • Chief 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
Full Profile

Susan Jarnagin Philadelphia, PA

Professions & Specialties

Pension Agent • Benefits Manager • Compensations and Benefits • Operations Manager • Director of Operations • Human Resources Specialist • Recruitment • Counselor • Advisor • Chief Administrative Officer • Vice President • Director • Chief Executive • Project Managers • Security • Construction • Project Manager • Subject Matter Expert • Skilled Professional • Master of Business Administration • Psychologist • Psychology 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
Full Profile

Tom Lightvoet Santa Ana, CA

Professions & Specialties

Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Compensations and Benefits • Counselor • Senior Advisor • Advisor • Chief Executive Officer • Manager • Partner • Corporate Executive • Chief Executive • Operations Manager • Investor • Non-Profit • Director • Technology Director • Technology Manager • Technical Managers • Economist

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
Full Profile

Jaime Anday Oshkosh, WI

Professions & Specialties

Compensations and Benefits • Director • Manager • Director of Operations • Operations 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
Full Profile

Jeffrey Deems Pittsburgh, PA

Professions & Specialties

Actuarial Analyst • Actuarial Associate • Insurance Actuary • Statistician

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
Full Profile

Mary Williams Orlando, FL

Professions & Specialties

Pension Agent • Accounting Bookkeeper • Bookkeeper • Compensations and Benefits • Manager • Operations Manager • Human Resources Specialist • Recruitment • Chief Executive • Clerk • PR and Communications Professional • Clerical Specialist • Public Relations Professinal • Government Service Executive • Government Administration Officer • Civil 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
Full Profile

Lona Ebert Oshkosh, WI

Professions & Specialties

Certified Public Accountant • Accounting Bookkeeper • Bookkeeper • Counselor • Philanthrope • Advisor • Non-Profit • Baker • Certified Nurse Aide • Nurse • Nurse Practitioner • Fiduciary • Trust Law Attorney • Lawyers

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
Full Profile

Beth Kohlman Sheboygan, WI

Professions & Specialties

Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Vice President • Market Manager • Chief Executive • Region Manager • Teller • Supervisor • Area Manager • Managers

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
Full Profile

Kyla Keck Knoxville, TN

Professions & Specialties

Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Compensations and Benefits • School Principal • School Administrator • Educational Manager • Senior Vice President • Chief Executive Officer • Vice President • Chief Executive • Corporate Executive • Advisor • Sales Representative • Mathematician

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
Full Profile

Todd Martin Madison, WI

Professions & Specialties

Finance and Accounting Specialist • Compensations and Benefits • Accounting Bookkeeper • Bookkeeper • Law Specialist • Lawyers • Army Lieutenant Colonel • Juris Doctor • Bachelor 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
Full Profile

Diane Corbin Hartford, CT

Professions & Specialties

Pension Agent • Compensations and Benefits • Manager • Operations Manager • Information Technology Specialist • IT Specialist • Visual Basic Developer • C++ Developer • Java Developer • Cobol Developer • Systems Analyst • Software Engineer • Software Developers • Software Developer • IT Analyst • Customer Service • Client Service Officer • Agent • Sales Representative • Builder • Construction Specialist • Construction Laborer • Supervisor • Skilled Professional • Managers • Model

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
Full Profile

Bob Buss Green Bay, WI

Professions & Specialties

Pension Agent • Accounting Bookkeeper • Bookkeeper • Compensations and Benefits • Chief Executive Officer • Corporate Executive • Chief Executive • Volunteer • Non-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
Full Profile

Maria Darbonne Detroit, MI

Professions & Specialties

Compensations and Benefits • Manager • Operations Manager • Analyst • Analysts • Consumer Goods Professional • Commodities Clerk • Hospital Care Professional • Certified Medical Assistant • Health Professional • Health Practitioner • Medical Assistant • Healthcare Support • Trader • Capital Markets Professional • Financial Services Professional • Financial 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..
Full Profile

Susan Hajek Phoenix, AZ

Professions & Specialties

Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Compensations and Benefits • Counselor • Advisor • Sales 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
Full Profile

Sue Hajek Phoenix, AZ

Professions & Specialties

Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Vice President • Chief Executive • Customer Service

Experience & Education

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

Steve Lazarek Collinsville, CT

Professions & Specialties

Pension Administrator • Pension Agent • Compensations and Benefits • Project Manager • Advisor • Produce Manager • Project Managers • Production Manager • Business Administrator • Managers • Manager • Operations Manager • Bachelor of Science • Mathematics • Mathematician • Computer Specialist • Trust Law Attorney • Lawyers

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...
Full Profile

Brian Curtin Boston, MA

Professions & Specialties

Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Chairperson • Treasurer • Board Member • Chief Executive • Financial Officer • Financial Manager • Management Team Executive • Operations Manager • Community Service Manager • Collector • Financial Consultant • Repossessor • Collections Specialist • Financial Services Professional • Financial Services Sales Agent • Government 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
Full Profile

Sheldon Smith Denver, CO

Professions & Specialties

Finance and Accounting Specialist • Compensations and Benefits • Accounting Bookkeeper • Bookkeeper • Of Counsel • Law Specialist • Jurist • Legal Counsel • Lawyers • Chairperson • Chief Executive • Management Team Executive • Operations Manager • Lecturer • Postsecondary 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
Full Profile

Donna Moder Oshkosh, WI

Professions & Specialties

Owner • Chief Executive • Human Resources Specialist • Recruitment • Counselor • Advisor • Mathematician

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
Full Profile

Diana Paltz Neenah, WI

Professions & Specialties

Compensations and Benefits • Accounting Bookkeeper • Bookkeeper • Support Manager • Managers • Vice President • Chief Executive • Sales Agent • Sales 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
Full Profile

Jane Grimm Washington, DC

Professions & Specialties

Bookkeeper • Executive Vice President • Director • Vice President • Chief Executive • Operations Manager • Organization 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
Full Profile

Chere Loria Sacramento, CA

Professions & Specialties

Pension Agent • Compensations and Benefits • Supervisor • Managers • Technician • Technical Specialist • Technical Support Specialists • Account Representative • Client Service Officer • Customer 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...
Full Profile

Monica Pausan

Professions & Specialties

Pension Agent • Compensations and Benefits • Technician • Technical Specialist • Technical 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
Full Profile

Christal Benn Milwaukee, WI

Professions & Specialties

Pension Agent • Compensations and Benefits • Customer Service • Client Service Officer • Research Manager • Philanthrope • Managers • Non-Profit • Insurance Actuary • Statistician • Mathematics • Mathematician • Computational Scientist • Computer Scientists • Master of Science • Bachelor of Science • Psychologist • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Psychology 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
Full Profile

Marylin Siemek Fairfax, VA

Professions & Specialties

Pension Agent • Compensations and Benefits • Technician • Technical Specialist • Technical Support Specialists • Medical Assistant • Healthcare Support

Experience & Education

Work

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