Managing Shareholder & Chief Executive Officer at Spectrum Pension Consultants, Inc., Co-Founder & Chairman at GROUPIRA, Advisory Board Member at adorii
Location:
Greater Seattle Area
Industry:
Human Resources
Work:
Spectrum Pension Consultants, Inc. since Dec 2005
Managing Shareholder & Chief Executive Officer
GROUPIRA since Jul 2011
Co-Founder & Chairman
adorii - Seattle, WA since 2012
Advisory Board Member
Spectrum Pension Consultants, Inc. Aug 2005 - Dec 2005
Director, Business Process and Operations
Intel Corporation Jun 2004 - Aug 2005
Project / Program Manager
Education:
Arizona State University
Masters, Business Administration
University of Washington
BA, Business Administration
Skills:
Retirement Planning ERISA Deferred Compensation ESOP 401k IRA Rollovers IRAs Roth IRA Fiduciary Management Employee Benefits Pensions Retirement Procurement Strategic Financial Planning Asset Allocation Strategic Sourcing Investments Project Management Strategic Planning New Business Development Retirement Plan Consulting Profit Sharing Defined Benefit Management Negotiation
Languages:
English Greek
Certifications:
Qualified Plan Financial Consultant (QPFC), American Society of Pension Professionals and Actuaries
Spectrum Pension Consultants, Inc. since Dec 2005
Managing Shareholder & Chief Executive Officer
GROUPIRA since Jul 2011
Co-Founder & Chairman
adorii - Seattle, WA 2012 - May 2013
Advisory Board Member
Spectrum Pension Consultants, Inc. Aug 2005 - Dec 2005
Director, Business Process and Operations
Intel Corporation Jun 2004 - Aug 2005
Project / Program Manager
Education:
Arizona State University
Masters, Business Administration
University of Washington
BA, Business Administration
Skills:
401 Retirement Savings Plans Investment Advisory Retirement Planning Investment Management Strategic Planning Entrepreneurship Investments Management Consulting Mutual Funds Financial Planning Public Speaking Leadership Management Financial Advisory Consulting Erisa Deferred Compensation Esop 401K Ira Rollovers Iras Roth Ira Fiduciary Management Employee Benefits Pensions Retirement Procurement Strategic Financial Planning Asset Allocation Strategic Sourcing Project Management New Business Development Retirement Plan Consulting Profit Sharing Defined Benefit Negotiation Business Strategy Executive Pay Business Planning Estate Planning Mergers and Acquisitions Small Business Financial Planners Wealth Management Securities Insurance Business Development Business Intelligence
Languages:
English Greek
Certifications:
Certified Plan Fiduciary Advisor (Cpfa) Series 65 - Uniform Investment Adviser Law Examination Qualified Plan Financial Consultant (Qpfc) National Association of Plan Advisors