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Summary

Retirement Plan Marketplace Professional with Expertise, Credentials, and Published Media.

Work History

Spectrum Pension Consultants, Inc.

Tacoma, WA, United States
Jul 2002 - May 2005
Retirement Plan Administrator 
Tacoma, WA, United States
May 2005 - Dec 2005
Pension Consultant, CFO 
Tacoma, WA, United States
Dec 2005 - Apr 2008
Chief Pension Consultant, CFO 
Tacoma, WA, United States
Apr 2008 - Present
Marketing Director, Consultant 

Responsible for development of new business nationwide, and internal and external client consulting.

Education

University of Washington

Seattle, WA, United States
Sep 1998 - Jun 2002
Bachelor of Arts in Business Administration, Finance, Marketing

Quarterly Dean’s List:

1999: Spring 1999, Autumn 1999

2000: Spring 2000

2001: Winter 2001, Spring 2001, Autumn 2001

2002: Winter 2002

 

3.51 Cumulative Grade Point Average

Certifications

Qualified 401(k) Administrator

(American Society of Pension Professionals and Actuaries)
2007 - Has no expiration

Qualified Pension Administrator

(American Society of Pension Professionals and Actuaries)
2008 - Has no expiration

Certified Pension Consultant (In Progress)

(American Society of Pension Professionals and Actuaries)
2009 - Has no expiration

Skills

MS Office

(Expert)
10+ Years Experience, (Last Used <1 year ago)
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MS Dynamic CRM

(Advanced)
1-2 Years Experience, (Last Used <1 year ago)
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Quicken

(Rockstar)
10+ Years Experience, (Last Used <1 year ago)
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QuickBooks Enterprise

(Expert)
10+ Years Experience, (Last Used <1 year ago)
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Pascal

(Intermediate)
3-4 Years Experience, (Last Used 10+ years ago)
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Basic

(Intermediate)
3-4 Years Experience, (Last Used 10+ years ago)
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Board of Directors

2005-Present: Spectrum Pension Consultants, Inc., Profit

- Director, Board of Directors

 

2006-Present: National Association of Actuaries and Consultants, Inc., Non-Profit

- Director, Board of Directors

 

2008-Present: American Society of Pension Professionals and Actuaries, Non Profit

- Director, ASPPA Benefits Council of the Great Northwest

 

2009-Present: Beta Omega Foundation, Non Profit

- Director, Board of Directors

 

2009-Present: American Society of Pension Professionals and Actuaries, Non Profit

- Chairman of the Board of Directors, Political Action Committee 

 

2009-Present: American Society of Pension Professionals and Actuaries, Non Profit

- Member, Membership Committee

 

2009-Present: American Society of Pension Professionals and Actuaries, Non Profit

- Co-Chairman of the Board of Directors, Membership Committee, Next Generation Subcommittee

 

2007-2008: Charles Schwab Trust and Custody, Advisory

- Director, Board of Directors

 

2002-2009: Beta Omega Corporation, Profit

- Director, Board of Directors

 

2008-2009: American Society of Pension Professionals and Actuaries, Non Profit

- Vice Chairman of the Board of Directors, Political Action Committee

Security Clearances

Current Clearance
Updated 2005
Secret

American Society of Pension Professionals and Actuaries Issued ,

Political Action Committee Insider
Highest Clearance Ever Held
Held 2005 - Present
Secret

American Society of Pension Professionals and Actuaries Issued ,

Political Action Committee Insider

Interests

Golf

Poker

Travel

References

Brian Graff

(Professional)
CEO American Society of Pension Professionals and Actuaries

Petros Koumantaros

(Superior)
CEO Spectrum Pension Consultants, Inc.

Jeffrey Reynolds

(Professional)
Principal Urban International Marketing Group, LLC

Published Work

Twitter RankMy401k

 

http://twitter.com/rankmy401k

 

"Retirement Plans in Times of Change" Webinar Presentation

 

http://www.spectrumpension.com/education-/spectrum-webinars.aspx

 

Washington State Senate Ways and Means Testimony, Opposing SB 5791

 

http://www.tvw.org/media/mediaplayer.cfm?evid=2009030049A&TYPE=V&CFID=2661189&CFTOKEN=78547177&bhcp=1

 

Video Segment - 01:10:20

 

SmartMoney: 

 

www.smartmoney.com/spending/rip-offs/10-things-your-401k-provider-wont-tell-you-20365

 

"10 Things Your 401(k) Provider Won't Tell You"

 

FundAdvice.com


http://www.fundadvice.com/sound-investing/shows/sound-investing---october-27,-2006---click-to-listen!.html

 

"Sound Investing - October 27, 2006 - Click to Listen!"

 

http://www.fundadvice.com/sound-investing/shows/sound-investing---february-9,-2007---click-to-listen.html

 

"Sound Investing - February 9, 2007 - Click to Listen!"