Sheet1 - The Center for Due Diligence.xls

Document Sample
Sheet1 - The Center for Due Diligence.xls Powered By Docstoc
					                                                                   Women In Pensions Networking Group
                                                                                7/25/09
         A             B                               C                                                 D                                            E
 1   Name First   Name Last                            Title                                            Company                        Address
 2   Jessica      Ballin          Registered Investment Advisor                 401(k) Plan Professionals/NRP Member                   4640 W. 77th St., Ste 280
 3   Lisa         Allen           Director of Strategic Alliances               Alliance Benefit Group Carolinas, LLC                  5250 77 Center Dr., Ste 450
 4   Beverly      Alleman         VP, Marketing Services                        Alliance Benefit Group of Illinois                     456 Fulton St, Ste 345
 5   Suzette      Jones           Sr. VP, Manager Retirement Plan Services Amegy Investments                                           4400 Post Oak Parkway
 6   Margaret     Pierce          VP                                            American Century Investments                           173 Tremont St
 7   Eva          Spenny          VP, Marketing Strategy & Retail Retirement Ameriprise Financial                                      1262 Ameriprise Financial Center
 8   Ann          Corey           New Business Consultant                       Angell Pension Group, Inc.                             10 Hemingway Drive
 9   Sue          Kelley          Principal                                     Ann Schleck & Co                                       2479 Pond Circle West
10   Ann          Schleck         Principal                                     Ann Schleck & Co                                       2479 Pond Circle West
11   Heather      Jenkins         Managing Partner                              Anova Consulting Group                                 143 Fairway Road
12   Denise       Hilpl           VP, IT Project Management                     Ascensus                                               200 Dryden Road
13   Julie        Martin          Sr. Retirement Plan Specialist                Benefit Plans Plus, LLC                                10151 Corporate Square Dr., Ste 100
14   Jane         Shawver         Manager TPA Division                          Blue & CO, LLC                                         8800 Lyra Dr., Ste 450
15   Marcy        Supovitz        Principal                                     Boulay Donnelly & Supovitz Consulting Group,Inc        55 Linden St
16   Dorann       Cafaro          General Partner                               Cafaro Greenleaf                                       530 Prospect Ave, #2D
17   Paula        Boyer Kennedy   VP, Investment Services                       Cammack LaRhette Consulting                            2 Rector St., 23rd Fl
18   Michele      Suriano         President                                     Castle Rock Investment Company                         1513 Pinyon Drive
19   Kelly        Chiricotti      Planning Assistant                            Center for Due Diligence                               PO Box 8
20   Drey         DeSas           Executive Assistant/ Planning Manager         Center for Due Diligence                               PO Box 8
21   Ruta         Greenberg       Director of Sales & Relationship Management   Charles Schwab                                         17390 Hawksview Lane
22   Lori         Barnes          Financial Advisor                             City Securities Corporation                            8900 Keystone Crossing, Ste 300
23   Ami          Hindia                                                        Columbia Management
                                  VP, Regional Sales Director, Intermediary Distribution-Midwest                                       OSJ: One Financial Center
24   Amanda       Lewis           VP, Intermediary Distribution, South Central Columbia Management                                     OSJ: One Financial Center
25   Amy          Glynn           Director of Retirements                       Commonwealth Financial Network                         29 Sawyer Rd
26   Caroline     Higgins         Retirement Sales Consultant                   Commonwealth Financial Network                         29 Sawyer Rd
27   Sherilyn     Schwartz        President                                     Corporate Retirement Advisors Inc                      72A Centennial Loop, Suite 110
28   Kristine     Coffey          Executive VP                                  CPE Associates, LTD Southwest                          1551 Phoenix Ave. NW
29   Kelly        Almond          Manager, Benefit Plan Services                Crowe Horwath LLP                                      10 W. Broad St., Ste 1700
30   Karen        DeCoud          Principal                                     DC Advisors Mercer                                     777 S. Figueroa St., Ste 1900
31   Karen        Kelley          Senior Associate                              DC Advisors Mercer                                     777 S. Figueroa St., Ste 1900
32   Mary Jo      Baumann         VP                                            Diversified Investment Advisors                        13900 Conlin Circle, Suite 250
33   Christine    Johnson                                                       DWS
                                  Director of Asset Allocation & Alternative Strategy Investments                                      345 Park Ave., 27th Fl
34   Tiffany      Summers         Director, Head of DCIO                        DWS Investments                                        222 S. Riversize Plaza, 24th FL
35   Lauren       Loehning        Director, Retirement & Sub-Advised Sales Eaton Vance Distributors, Inc                               Two International Place
36   Elizabeth    Mast            Sr. VP                                        Fidelity Investments Institutional Services Co, Inc    500 Salem St, OS1N2
37   Lisa         Smith           Sr. VP                                        Fidelity Investments, Institutional Services Company   500 Salem St, OS2N1
38   Meg          Kelleher        Sr. VP                                        Fidelity Investments, Institutional Wealth Services    200 Seaport Blvd
39   Lauren       Minch           Director Of Investment Strategies             Fiduciary Risk Assessment & Plan Tools LLC             10612-D Providence Rd., Ste 752



                                                                                 Page 1 of 8
                                              Women In Pensions Networking Group
                                                           7/25/09
                F              G       H
 1   City                     State     Zip
 2   Edina                 MN         55435
 3   Charlotte             NC         28217
 4   Peoria                IL         61602
 5   Houston               TX         77056
 6   Duxbury               MA          2332
 7   Minneapolis           MN         55474
 8   East Providence       RI         02915
 9   Mendota Heights       MN         55120
10   Mendota Heights       MN         55120
11         Chestnut Hill   MA          2467
12   Dresher               PA         19025
13   St. Louis             MO         63132
14          Columbus       OH         43240
15          Worcester      MA          1609
16   Little Silver         NJ         07739
17   NY                    NY         10006
18   Castle Rock           CO         80104
19   Western Springs       IL         60558
20   Western Springs       IL         60558
21   Chagrin Falls         OH         44023
22   Indianapolis          IN         46240
23   Boston                MA          2111
24   Boston                MA          2111
25   Waltham               MA          2453
26   Waltham               MA          2453
27   Eugene                OR         97401
28   Albuquerque           NM         87107
29   Columbus              OH         43215
30   Los Angeles           CA         90017
31   Los Angeles           CA         90017
32   Charlotte             NC         28277
33   NY                    NY         10154
34   Chicago               IL         60606
35   Boston                MA          2110
36          Smithfield     RI          2917
37   Smithfield            RI         02917
38   Boston                MA          2210
39   Charlotte             NC         28277



                                                          Page 2 of 8
                                                                 Women In Pensions Networking Group
                                                                              7/25/09
         A              B                            C                                                D                                      E
 1   Name First   Name Last                        Title                                              Company                Address
40   Jodi         Johnston       EVP                                          Financial Advisers of America                  1930 Palomar Point Way, Ste 104
41   Teri         Hutchison      Regional Retirement Consultant               Gallagher Retirement Services                  505 N. Brand Blvd
42   Paula        Hogan          Founder                                      Hogan Financial                                250 W. Coventry Ct., Ste 202
43   Kelli        Hueler         CEO                                          Hueler Companies                               10400 Vicking Dr., Ste 510
44   Virginia     Brennan        Sr. VP, National Sales                       ING                                            325 Columbia Turnpike, Ste 204
45   Tammy        Ouverson       Head of Sales Support Strategy               ING                                            One Orange Way, 3BS
46   Amy          Vaillancourt   Sr. VP, Customer Relations                   ING                                            One Orange Way
47   Kim          Zook           VP, Marketing & Training                     ING                                            4624 Larksong Dr
48   Alison       Farrin         President                                    Innovative Pension Strategy                    14251 Danielson
49   Toni         Tamborello     Sr. Internal Wholesaler, Retirement Division Invesco Aim
50   Kathryn      Capage         Director of Retirement Research              Invesco Aim                                    11 Greenway Plaza, Suite 100
51   Lisa         Hultquist      VP, Retirement Plans Consultant              Invesco Aim                                    5031 Lawn Ave
52   Kelly        Reey           Sr. VP, Retirement Division                  Invesco Aim                                    39 School St
53   Christine    Soscia         Plan Consultant                              InVEST Financial Solutions for Business        10777 W. Twain, #220
54   Angela       Achatz         Account Manager, National Accounts           Ivy Funds Distributors, Inc                    6300 Lamar Avenue
55   Abigail      Benham         AVP, Retirement Plans National Accounts John Hancock Financial Services                     76 Batterson Park Road
56   Gretchen     Peveich        AVP, Retirement Plans Key Accounts           John Hancock Retirement Plan Services          2001 Butterfield Rd., Ste 1700
57   Donna        Wong           VP, Retirement Plans National Accounts       John Hancock Retirement Plan Services          601 Congress St. , 11th Floor (11-059)
58   Anne         Lester         Managing Director, Sr. Portfolio Manager JPMorgan Asset Management                          254 Park Avenue, 4th Fl.
59   Karen        Zander         VP, Retirement National Accounts             JPMorgan Asset Management                      245 Park Ave., 3rd Fl
60   Carolyn      Kling          Founding Partner                             Kling Partners, Inc.                           PO Box 340
61   Jennier      San Fillippo   VP, Director Retirement Plans                LaBri Group                                    675 N. Barker Rd., Ste 310
62   Laura        Moskwa         Consultant                                   Laura S. Moskwa Consulting                     300 Eagles Nest
63   Julia        Tang Peters    President                                    LEQ                                            888 S. Michigan Ave., Ste 1100
64   Nicole       Hanson                                                      Lincoln Financial Distributors
                                 Internal 401k Sales Consultant, Retirement Solutions                                        130 N. Radnore Chester Rd, 130-408R
65   Adeline      Wong                                                        LPL Financial
                                 VP, Retirement Strategies & Product Development                                             9785 Towne Centre Drive
66   Kathy        Branconier     Managing Director, Retirement Plans          M Advisory Group                               21515 Hawthorne Blvd., Ste 500
67   Charmaine    Hughes                                                      M&I
                                 VP, National Director, Retirement Plans ServicesInstitutional Trust                         111 E. Kilbourn Ave, Ste 200
68   Nikki        Hamblin        Fund Distribution Coordinator                Manning & Napier Advisors, Inc                 290 Woodcliff Dr
69   Christine    Marciano       Insurance/Financial Specialist               Marciano Insurance Agency, LLC                 PO Box 670
70   Cynthia      Dash           VP & General Counsel                         Matrix Financial Solutions                     700 17th St., S300
71   Ami          Tully-Lotka    President                                    Maximum IMPACT Partners                        6515 E. Lafayette Blvd
72   Kristie      Brenner        Principal                                    Mercer                                         333 S. 7th., Ste 1600
73   Leslie       Corso                                                       Merrill
                                 VP, Institutional Retirement & Investment Group Lynch                                       82 Dornoch Way
74   Lane         Hancock        Operations                                   MillenniumM Investment & Retirement Advisers   1815 Rolling Road
75   Shannon      DiValerio      Sr. Retirement Plan Consultant               Molewski Financial Partners                    100 Gateway Dr., Ste 300
76   Esti         Buskin*        VP, Product Manager, Retirement Solutions Morgan Stanley Smith Barney                       787 Seventh Ave., 32nd FL
77   Sue          Friday         Regional Manager, West                       Muhlenkamp & Company, Inc.                     5000 Stonewood Dr., Ste 300



                                                                              Page 3 of 8
                                         Women In Pensions Networking Group
                                                      7/25/09
              F             G     H
 1   City                State     Zip
40   Carlsbad          CA        92008
41   Glendale          CA        91203
42   Milwaukee         WI        53217
43   Eden Prairie      MN        55344
44   Florham Park      NJ         7932
45   Windsor           CT         6095
46   Windsor           CT         6095
47   Castle Rock       CO        80109
48   Poway             CA        92064
49
50   Houston           TX        77046
51   Western Springs   IL        60558
52   Newport           RI         2840
53   Las Vegas         NV        89135
54   Overland Park     KS        66202
55   Farmington        CT        06032
56   Downers Grove     IL        60515
57   Boston            MA        02210
58   New York          NY        10167
59   NY                NY        10167
60   Del Mar           CA        92014
61   Brookfield        WI        53045
62          Auburn     CA        95603
63   Chicago           IL        60605
64   Radnor            PA        19087
65   San Diego         CA        92121
66   Torrance          CA        90503
67   Milwaukee         WI        53202
68   Fairport          NY        14450
69   Manalapan         NJ         7726
70   Denver            CO        80202
71   Scottsdale        AZ        85251
72   Minneapolis       MN        55402
73   Coto de Caza      CA        92679
74   Greensboro        NC        27403
75   Bethlehem         PA        18017
76   NY                NY        10019
77   Wexford           PA        15090



                                                     Page 4 of 8
                                                                 Women In Pensions Networking Group
                                                                              7/25/09
          A             B                             C                                              D                                           E
 1    Name First   Name Last                          Title                                          Company                      Address
78    Diane        Watson                                                     Mutual of Omaha
                                  Sr. TPA Channel Manager, Retirement Marketing Solutions                                         9140 W. Dodge Rd., Ste 380
79    Amanda       Blackburn      Retirement Plans Sales Specialist           Mutual of Omaha Companies                           13814 S. Pflumm Rd., Ste 201
80    Megan        Holland        Retirement Plans Sales Specialist           Mutual of Omaha Retirement Services                 9140 W. Dodge Rd., Ste 380
81    Lisa         Kottler        VP, Retirement Services                     National Financial Partners - Benefits
82    Barbara      Curtis         VP, Executive Relationship Manager          New York Life Retirement Plan Services              690 Canton St
83    Kathryn      Koch           VP Conversions                              New York Life Retirement Plan Services              690 Canton St
84    Karen        DiStasio       VP, Advisor Relations Consultant            New York Life Retirement Plan Services              690 Canton St
85    Deanna       Garen          Managing Director, Participant Solutions    New York Life Retirement Plan Services              690 Canton St
86    Wendy        Wong           Director of Marketing                       New York Life Retirement Plan Services              169 Lackawanna Ave
87    Lynda        Abend          Director, DB Consulting Services            New York Life Retirement Plan Services              690 Canton St
88    Joan         Driscoll                                                   New York Life Retirement Plan Services              690 Canton St
89    Kerstin      Driscoll       Retirement Plan Specialist                                                                      99 Hawley
                                                                              Northwestern Mutual Financial Network, The Binghampton Group St., Ste 200
90    Johanna      Vogel                                                      Nuveen Investments
                                  Sr. VP & Director, Retirement Markets/Institutional Services Group
91    Gwen         O'Connell      President                                   O'Connell Pension Consulting, Inc.                  PO Box 689
92    Leah         Pelfrey                                                    Oppenheimer & Co., Inc                              10880 Wilshire Blvd., 24th FL
93    Sue          Rose           Managing Director, Investments              Oppenheimer & Co., Inc                              250 Pearl Street NW
94    Shannon      Main           Principal                                   Penniall & Associates, Inc., NRP Member Firm        4675 MacArthur Ct., Ste 460
95    Kristin      Ehasz          Retirement Plans Specialist                 Pension Builders & Consultants                      29065 Clemens Rd., Bldg B
96    Christina    Stauffer       VP, National Accounts                       PIMCO DC Practice                                   840 Newport Center Dr., Ste 100
97    Mary         Scott          Retirement Plans Manager                    PRIMEVEST Financial Services, Inc.                  400 1st St. S., Ste 300
98    Kim          McVicker       Sr. Relationship Manager-Alliance ManagementPrincipal Financial Group                           711 High St
99    Alison       Smith                                                      Principal Financial Group
                                  Director, Retirement Services, Advisor Representative                                           287 Bowman Ave., 3rd Fl
100   Diana        Zubrowski      Regional Director, Investment Only Sales Principal Financial Group                              4010 Boy Scout Blvd., Ste 750
101   Gretchen     Ohls Barress   VP - Sales, Retirement Services, New EnglandPrincipal Financial Group                           201 Jones Rd., Ste 210
102   Irene        Scalfani                                                   Principal Financial Group
                                  Director, Alliance Management Group/Retirement                                                  888 7th Ave., 25th Fl
103   Jennifer     Taylor Love    Emerging Market Representative              Principal Financial Group                           500 N. Brand Blvd., Ste 1800
104   Emma         Tookey         Emerging Market Representative              Principal Financial Group                           500 N. Brand Blvd., Ste 1800
105   Ariane       Croft          Sr. Relationship Manager, Investment Only Principal Financial Group                             201 Jones Rd., Ste 210
106   Laura        Phillips                                                   PrincipalWealth
107   JoAnn        Browy Denaro                                               Prudential Financial                                221 W Pointe Dr
108   Michelle     Morey          VP, Communications                          Pudential Retirement                                280 Trumbull St, H17A
109   Laura        Bartlett       Senior Regional 401(k) Director             Putnam Investments
110   Kjirsten     Roisen         VP, Retirement Services Product Manager RBC Wealth Management                                   60 S. 6th St, Mail Stop P21
111   Susan        Benedetto      Director, Investment Metrics                Rogerscasey                                         One Parklands Drive
112   Nichole      Reidy          Retirement Plan Consultant                  SageView Advisory Group                             4951 Lake Brook Dr., Ste 500
113   Shelly       Schaefer       Retirement Plans Specialist                 SageView Advisory Group                             2323 N. Mayfair Rd., Ste 600
114   Jennifer     Purisima       Director Of Client Services                 SageView Advisory Group                             801 S. Figueroa St., Ste 700
115   Pat          Campbell       VP, Retirement Plans Manager                Scott Stringfellow                                  909 East Main Street



                                                                              Page 5 of 8
                                         Women In Pensions Networking Group
                                                      7/25/09
                 F          G     H
 1    City               State    Zip
78    Omaha            NE        68114
79    Olathe           KS        66062
80    Omaha            NE        68114
81
82    Westwood         MA         2090
83    Westwood         MA         2090
84    Westwood         MA         2090
85    Westwood         MA         2090
86    Parsippany       NJ         7054
87         Westwood    MA         2090
88         Westwood    MA         2090
89    Binghamton       NY        13901
90
91    Eugene           OR        97440
92    Los Angeles      CA        90024
93    Grand Rapids     MI        49503
94    Newport Beach    CA        92660
95    Westlake         OH        44145
96    Newport Beach    CA        92660
97    St. Cloud        MN        56301
98    Des Moines       IA        50392
99    Purchase         NY        10577
100   Tampa            FL        33607
101   Waltham          MA         2451
102   NY               NY        10019
103   Glendale         CA        91203
104   Glendale         CA        91203
105          Waltham   MA         2451
106
107   Swansea          IL        62226
108   Hartford         CT         6103
109
110   Minneapolis      MN        55402
111   Darien           CT         6820
112   Glen Allen       VA        23060
113   Milwaukee        WI        53226
114   Los Angeles      CA        90017
115   Richmond         VA        23219



                                                     Page 6 of 8
                                                              Women In Pensions Networking Group
                                                                           7/25/09
          A             B                          C                                               D                                           E
 1    Name First   Name Last                     Title                                          Company                        Address
116   Jill         Shea        Principal                                Shea Retirement Services, Inc.                         2212 Dupont Dr., Ste B
117   Chris        Stroud      President                                Simoneaux & Stroud Consulting Services                 165 Geranium Court
118   Christina    Smith       VP, Producing Sales Manager              Smith Connelly Vaughan Group at Merrill Lynch          150 Fourth Ave N., Ste 1700
119   Jeannie      Somsen      Account Manager                          SML Financial Services, LLC                            One Kaiser Plaza, Ste 1101
120   Laurie       Morgan      Marketing Consultant                     Sterling Pacific Financial                             1205 Freedom Bl
121   Brea         Dantin      Sr. Client Service Manager               Stifel Nicolaus & Co                                   600 E. 96th St, Suite 575
122   Tamara       Mann        Consultant                               Stiles Financial Services Inc                          6550 York Ave. S., Ste 412
123   Susan        Stiles      Founder & CEO                            Stiles Financial Services Inc                          6550 York Ave. S., Ste 412
124   Barbara      Delaney     Principal                                StoneStreet Equity, LLC                                20 N. Main St
125   Anne         Strine      VP, Employee Benefit Solutions           SunTrust Bank, Inc                                     919 E. Main St, 7th FL
126   Theresa      Conti       Principal                                Sunwest Pensions                                       PO Box 7850
127   Doris        Bodnar                                               The Bodnar Group, Inc.                                 11555 Heron Bay Blvd., Ste 200
128   Stephanie    Gallegos    Consultant                               The Bostonian Group                                    4 Copley Place, 6th Fl
129   Kristen      Koluch      Financial Advisor                        The Mahoney Group at Merrill Lynch                     2 Crossfield Ave., Ste 223
130   Vanessa      Watkins     VP, Strategic Alliances                  The Newport Group                                      13925 Ballantyne Corporate Place, Ste 5
131   Ann          Messana     Financial Advisor                        The Robertson Group At Morgan Stanley Smith Barney 21 E. State St, 15th FL
132   Miki         Sakata      Pension Consultant                       The Standard                                           1600 Riviera Ave., Ste 150
133   Sheri        Fitts       Director, Communicaton & Large Plan SalesThe Standard                                           1100 SW Sixth Ave., P10A
134   Moira        Duffy       Pension Consultant                       The Standard                                           300 N. Martingale Rd., Ste 460
135   Marcia       Wagner      Managing Director                        The Wagner Law Group                                   99 Summer St, 13th Floor
136   Pam          Basse       VP, Retirement Services                  Thorbahn Associates                                    300 Crown Colony Dr.,Ste 110
137   Barbara      Cantello    VP BD Channel                            Transamerica Retirement Services                       900 W. Valley Rd., Ste 600
138   Kelly        Michel      VP, Inst'l Sales & Business Development Transamerica Retirement Services                        1150 S. Olive St.T10-06
139   Melissa      Cowan       Director, DC Advisory                    UBS Financial Services, Inc                            1200 Harbor Blvd., 3rd Fl
140   Deana        Calvelli    Director, Regional Sales                 Wachovia Retirement Services                           500 ChestebrookBlvd
141   Lori         Williams    Registered Client Associate              Ward Financial Advisory of Wells Fargo Advisors        10 Cadillac Dr., Ste 300
142   Betsy        Meagher     Financial Advisor                        Wells Fargo Advisors                                   19770 Mack Avenue
143   Beverly      Lovejoy                                              WFIS Investment Advisors, Inc                          1350 Treat Blvd, Ste 550W
144   Geene        Kirschman   Key Relationships                                                                               2800 N.
                                                                        Wilmington Trust Retirement & Institutional Services Company Central Ave., Ste 900
145   Denise       Diana                                                                                                       127 Pitkin St
146   Janet        Ehn                                                                                                         1948 W. Hidden Reserve Ct
147   Molly        Vogt                                                                                                        2685 S. Dayton Way, #32
148   Kelli        Click                                                                                                       118 Laurel Oaks Lane




                                                                            Page 7 of 8
                                             Women In Pensions Networking Group
                                                          7/25/09
                F             G       H
 1    City                   State     Zip
116   Irvine              CA         92612
117        Marco Island   FL         34145
118   Nashville           TN         37219
119   Oakland             CA         94612
120   Watsonville         CA         95076
121   Indianapolis        IN         46240
122   Edina               MN         55435
123   Edina               MN         55435
124   Pearl River         NY         10965
125   Richmond            VA         23219
126   Tempe               AZ         85281
127   Coral Springs       FL         33076
128   Boston              MA          2116
129   West Nyack          NY         10994
130   Charlotte           NC         28277
131   Columbus            OH         43215
132   Walnut Creek        CA         94596
133   Portland            OR         97204
134   Schaumburg          IL         60173
135   Boston              MA         02110
136   Quincy              MA          2169
137          Wayne        PA         19087
138   Los Angeles         CA         90015
139   Weehawken           NJ          7086
140   Wayne               PA         19087
141   Brentwood           TN         37027
142   Grosse Pointe       MI         48236
143   Walnut Creek        CA         94597
144   Phoenix             AZ         85004
145   Manchester          CT          6040
146   Mequon              WI         53092
147   Denver              CO         80231
148   Crawford            TX         76638




                                                         Page 8 of 8

				
DOCUMENT INFO
Shared By:
Categories:
Tags:
Stats:
views:69
posted:8/9/2012
language:
pages:8
wangnuanzg wangnuanzg http://
About