People - Grid

  • Stacy Meyer, CPA

    Principal, CliftonLarsonAllen LLP

    Minneapolis, MN

  • Paul Selfinger, CPA

    Partner, Novak Francella, LLC

    Boston, MA

  • Anthony Pepe, CPA, MT

    Manager, Schultheis & Panettieri, LLP

    Hauppauge, NY

  • Stephanie Jones, CPA

    Partner, Audit and Assurance, Anders CPAs + Advisors

    Saint Louis, MO

  • Eileen Brassil, CFE, CPA

    Partner, Legacy Professionals LLP

    Chicago, IL

  • John Heim, MBA

    Chief Financial Officer, The New York Hotel Trades Council & Hotel Association of New York City, Inc. Employee Benefit Funds

    New York, NY

  • Patrick Stines, CPA

    Partner, Novak Francella, LLC

    New York, NY

  • Kristi Wagner, CEBS

    Trust Administrator, AirConditioning & Refrigeration Industry Joint Trust Funds

    Orange, CA

  • Joseph Ohm, M.B.A.

    Fund Administrator, Plumbers' and Technical Engineers' Local 130 Benefit Funds

    Chicago, IL

  • Michael Joliat

    Shareholder, Reinhart Boerner Van Deuren s.c.

    Minneapolis, MN

  • Shalom Wilburn, CEBS, CEBS Compliant

    Director, Benefits, Thrivent

    San Antonio, TX

  • Jesse Sargent

    Principal, Calibre CPA Group, PLLC

    Bethesda, MD

  • Pierce Martin

    Consulting Actuary, United Actuarial Services, Inc.

    Carmel, IN

  • Michelle Zettergren

    President, Chief Sales and Marketing Officer, MagnaCare

    New York, NY

  • Ivelisse Berio LeBeau, Esq.

    Vice President/General Counsel, National Employee Benefits Administrators, Inc.

    Pembroke Pines, FL

  • Breanna Radtke

    Administrator, Mid-America Carpenters Regional Council Benefit Funds

    Chicago, IL

  • Joshua Davis, FSA, EA, MAAA

    Principal Consulting Actuary, Cheiron, Inc.

    San Luis Obispo, California

  • Andrew Janz, ASA, CFA

    Vice President and Institutional Portfolio Manager, PH&N Institutional

    Vancouver, BC

  • Gregory Heise, FCA, FCIA, FSA

    Partner, Convyta Partners LP

    Vancouver, BC

  • Angela Leighton, Ph.D.

    National Trainer, Mental Health First Aid USA

    Phoenix, AZ