Work:
Seal Financial Services, Inc.
- Denver, CO Nov 2010 - Mar 2012
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Senior Pension Consultant
Benefits Integrity
- Parker, CO Aug 2009 - Oct 2010
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Senior Pension Consultant
New England Financial
- Denver, CO Jul 2007 - Mar 2009
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Retirement Planning Specialist
Culver Retirement Services, Inc.
Apr 2004 - Jun 2006
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Pension Consultant
Donahue Fieman Retirement Planning Services, Inc.
Mar 2003 - Jun 2003
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Senior Pension Consultant
Pension Associates
Mar 2002 - Dec 2002
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Manager of Pension services
Income Security Group, Inc.
Apr 1990 - Aug 2000
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CEO
Education:
The American College 1980 - 1984
MSFS, Financial Services
University of Colorado Boulder 1969 - 1972
BA, History & Philosophy
Honor & Awards:
Qualified Pension Administrator (QPA) designation through the American Society of Pension Professionals & Actuaries. I have enrolled to complete the Qualified Plan Financial Consultant (QPFC) designation in December 2009 and the Certified Pension Consultant (CPC) designation in December 2010
Colorado Insurance Producer & Series 6 licensed
Certified in Windows, Word and Excel through New Horizons
Retirement Plan administrative systems: Relius, Datair and Blaze SSI