Great-West Financial
Director - Operations Administration
J.p. Morgan Oct 2011 - Aug 2014
Vice President - Director of Client and Systems Support
J.p. Morgan Jul 2010 - Oct 2011
Vice President - Director Db and Dc Project Management on Demand
J.p. Morgan Jun 1997 - Jun 2011
Vice President - Client Services Director
Conduent Hr Services Jun 1995 - Jun 1997
Consultant
Education:
Pittsburg State University 1982 - 1986
Bachelors, Economics, Accounting, Finance
Bonner Springs High School
Skills:
401K Pensions Retirement Relationship Management Mutual Funds Series 7 Asset Managment Retirement Planning Investments Securities Asset Allocation Series 63 Erisa Risk Management Finra Defined Contribution Financial Services Fixed Annuities Alternative Investments Fixed Income Portfolio Management Wealth Management Asset Management Investment Management Investment Strategies Equities Series 24 Series 65 Hedge Funds Series 6 Employee Benefits Uniform Combined State Law Client Services Strategic Financial Planning Financial Planning Leadership Management Project Management 401 Retirement Savings Plans
Scales Mound High School Scales Mound IL 1978-1982
Community:
Kristy Allen, Tammy Meneguin, Steven Peters, Julie Bahr, Mark Bahr, Thomas Meneguin, Cynthia Fields, Thomas Wasmund, Donald Buckwalter, Lori Panico, David Mcfadden