Resumes
Resumes
Managing Partner At Retirement Income Solutions
View pagePosition:
Managing Partner at Retirement Income Solutions
Location:
Greater Detroit Area
Industry:
Financial Services
Work:
Retirement Income Solutions since Jul 2012
Managing Partner
Retirement Income Solutions, Inc. - Ann Arbor, MI Jan 2007 - Jul 2012
Vice President and Portfolio Manager
Beacon Investment Company - Ann Arbor, MI Jun 1993 - Dec 2006
Portfolio Manager
Managing Partner
Retirement Income Solutions, Inc. - Ann Arbor, MI Jan 2007 - Jul 2012
Vice President and Portfolio Manager
Beacon Investment Company - Ann Arbor, MI Jun 1993 - Dec 2006
Portfolio Manager
Education:
University of Michigan 1993
BA, Psychology
BA, Psychology
Karen Chapell Plainfield, IL
View pageWork:
Summit Financial Strategies, Inc.
Columbus, OH
Oct 2010 to Oct 2012
Office Administrator for Nationally-Ranked Financial Planning Firm
Dublin, OH/
Farmington Hills, MI
1997 to 2010
Suburban Homemaker
Arthur Andersen
Detroit, MI
1996 to 1997
Tax Associate - State & Local Tax Division - Property Taxes
Thermatool Corp
East Haven, CT
Apr 1990 to Jun 1992
Sales & Marketing Secretary/Office Administrator
The Connecticut Hospice
Branford, CT
Sep 1981 to Jan 1990
Administrative Assistant to the President and CEO
Columbus, OH
Oct 2010 to Oct 2012
Office Administrator for Nationally-Ranked Financial Planning Firm
Dublin, OH/
Farmington Hills, MI
1997 to 2010
Suburban Homemaker
Arthur Andersen
Detroit, MI
1996 to 1997
Tax Associate - State & Local Tax Division - Property Taxes
Thermatool Corp
East Haven, CT
Apr 1990 to Jun 1992
Sales & Marketing Secretary/Office Administrator
The Connecticut Hospice
Branford, CT
Sep 1981 to Jan 1990
Administrative Assistant to the President and CEO
Education:
Madonna University
Livonia, MI
1995
Bachelor of Science in Accounting
University of New Haven
New Haven, CT
1993
Associate of Science in Business Administration
Stone School of Business
New Haven, CT
1991
Certificate
Livonia, MI
1995
Bachelor of Science in Accounting
University of New Haven
New Haven, CT
1993
Associate of Science in Business Administration
Stone School of Business
New Haven, CT
1991
Certificate