Board of Directors and Staff Copyright 2016 by PCA Retirement & Benefits, Inc.

Transcription

1 Board of Directors and Staff Copyright 2016 by PCA Retirement & Benefits, Inc. 51

2 RBI Board of Directors (BIOGRAPHIES) Rev. Jonathan B. Medlock, Chairman Senior Pastor, Trinity Presbyterian Church, San Luis Obispo, California Oglethorpe University, Atlanta, GA; B.A., 1992 Cumberland School of Law, Birmingham, AL; J.D., 1995 Covenant Theological Seminary, St. Louis, MO; M. Div, 2005 Attorney, Wallace, Jordan, Ratliff & Brandt, Birmingham, AL; Assistant Pastor, Covenant Presbyterian Church, St. Louis, MO; Senior Pastor, Trinity Presbyterian Church, San Luis Obispo, CA; 2010 Present John M. Mardirosian, Secretary Retired, Former Assistant Vice President, Applications, Penn Mutual Life Insurance Company, Philadelphia, PA Temple University, Philadelphia, PA; B.A., 1959 Project Engineer, Aerospace Defense Systems, General Electric Company, Assistant Vice President, Applications, Penn Mutual Life Insurance Co., Philadelphia, PA, Retired, Former Assistant Vice President, Applications, Penn Mutual Life Insurance Company, Philadelphia, PA William H. Brockman, CLU, ChFC, Vice Chairman Financial Planner, WHB Financial Advisors, LLC, Rockville, MD Princeton University, Princeton, NJ; A.B., 1972 Agent, New England Life, Bethesda, MD; Vice President, Early, Cassidy & Schilling, Rockville, MD; Financial Planner, WHB Financial Advisors, LLC, Rockville, MD; 2011 Present Bruce W. Jenkins, Treasurer Mortgage Consultant, Excel Financial Group, LLC., Fort Collins, CO Drake University, Des Moines, IA; B.S., 1973 Director and Consulting Actuary, Buck Consultants, Houston, TX; Principal Consultant, Hewitt Associates, San Francisco, CA; Mortgage Consultant, Excel Financial Group, LLC, Fort Collins, CO; 2010 Present Paul A. Fullerton Senior Executive, a large financial services firm, Boston, MA Ohio University, Athens, OH; B.A., Finance, Director, Cerulli Associates, Boston, MA; Consultant, McKinsey & Company, Boston, MA; Managing Principal/Founder, Founders Advisory, Boston, MA; Senior Executive, large financial services firm, Boston, MA; 2015-Present

3 PCA J. Kenneth McCarty, CPA, CGMA Vice President and Chief Financial Officer, BBT Capital Management, LLC, Ft. Worth, TX University of Texas at Arlington, Arlington, TX; B.A., 1977 University of Texas at Arlington, Arlington, TX; M.P.A., 1984 Supervising Audit Senior, KPMG, Dallas, TX; Manager of Financial Reporting, MBank Fort Worth, Fort Worth, TX; Senior Audit Manager, KPMG, Dallas & New York; Director of Internal Audit, Bass Companies, Ft. Worth, TX; Vice President and Chief Financial Officer, BBT Capital Management, LLC, Ft. Worth, TX; 1999 Present John E. Steiner, CFA Managing Director, Oakworth Capital Bank, Montgomery, AL Auburn University, Auburn AL; B.S., B.A., 1981 Portfolio Manager, Regions Financial Corp, Montgomery, AL; Fund Manager, Regions Financial Corp, Montgomery, AL; Partner, Quintus Asset Management, Inc., Montgomery, AL; Portfolio Manager, Sterne Agee Montgomery, AL; 2007 Managing Director, AlaTrust, Inc., Montgomery, AL; Managing Director, Oakworth Capital Bank, Montgomery, AL; 2015 Present William L. Spitz, CPA Senior Director of Church Administration, Christ Covenant Church, Matthews, NC Clemson University, School of Accountancy, Clemson, SC; B.S., 1982 Partner, KPMG, LLP, Greenville, SC and Charlotte, NC; Senior Vice President/Managing Executive of Financial Planning, First Union, Charlotte, NC; Senior Director of Church Administration, Christ Covenant Church, Matthews, NC; 2004 Present M. Ross Walters, CFP Retired, Senior Vice President, BB&T, Greenville, SC Florida Atlantic University, Boca Raton, FL; B.B.A., 1975 Westminster Seminary, Philadelphia, PA; M.A.R., 1978 Anderson University, Anderson SC; M.B.A., 2012 Senior Vice President, Bank of America (various locations); Retired, Senior Vice President, BB&T, Greenville, SC;

4 RBI Board of Directors (BIOGRAPHIES) James W. Wert, Jr. Managing Director, Wert and Associates, Atlanta, GA University of North Carolina, Chapel Hill, NC; B.A., 1980 Harvard Graduate School of Business, Boston, MA; M.B.A., 1985 Credit Officer, First National Bank of Atlanta, Atlanta, GA; Senior Engagement Manager, McKinsey & Company, Atlanta, GA; Vice President, Marketing, Mead Corporation (Mead Coated Board), Phenix City, AL; Vice President, Finance, National Service Industries, Atlanta, GA; Principal, Triaxia Partners, Atlanta, GA; Managing Director, Wert and Associates, Atlanta, GA; 2013 Present John A. Williamson, Jr. Retired, Financial Representative, Northwestern Mutual Life Insurance Co., Birmingham, AL Vanderbilt University, Nashville, TN; B.S., Engineering, 1971 Managing Partner, Alabama Network, Northwestern Mutual Life Insurance Co., Birmingham, AL; Retired, Financial Representative, Northwestern Mutual Life Insurance Co., Birmingham, AL; Rev. Eric B. Zellner Pastor, First Presbyterian Church, Indianola, MS Auburn University, Auburn, AL; B.S., 1996 Covenant Theological Seminary, St. Louis, MO; M. Div., 2006 Reformed Seminary, Jackson, MS; D. Min., Present Account Manager, CorVel Corp./Concentra Managed Care, Birmingham, AL; Benefits Consultant, The Kennion Group, Birmingham, AL; Insurance Sales, Independent, St. Louis, MO; Associate Pastor, First Presbyterian Church, Indianola, MS; Pastor, First Presbyterian Church, Indianola, MS; 2012 Present Nikisha Alcindor, Advisory Director Private Wealth Advisor, Goldman Sachs & Co., New York, NY Columbia Business School, New York, NY; M.B.A., 2010 Emory University, Atlanta, GA; B.A., 2001 Pharmaceutical Advertising Associate, Euro RSCG Worldwide, New York, NY; Institutional Healthcare Representative, Pfizer, Inc., New York, NY; Legal Financial Assistant, Cablevision System Corps, Bethpage, NY; Investment Management Assistant, APAX Partners, L.P., New York, NY; Private Wealth Advisor, Goldman Sachs & Co., New York, NY; 2010 Present 54

5 PCA Theodore J. Dankovich, Advisory Director Executive Director, Finance and Operations, Mitchell Road Presbyterian Church, Greenville, SC Indiana University, Bloomington, IN; B.S., 1980 Regional Controller, IKON Office Solutions, Greenville, SC; Financial and Business Consultant, Operations Associates SC, Greenville, SC; CFO/Controller, UTI Inc., Greenville, SC; 2002 Business Administrator, Mitchell Road Presbyterian Church, Greenville, SC; Executive Director, Finance and Operations, Mitchell Road Presbyterian Church, Greenville, SC; 2014 Present Randall L. Kirkland, CFA, Advisory Director President and CEO, Kennedy Capital Management, St. Louis, MO University of North Texas, Denton, TX, B.A., 1974 Dallas Theological Seminary, Dallas, TX, M.A. ( B.S.), 1976 St. Louis University, St. Louis, MO; M.B.A., 1990 Director of Marketing, Mississippi Valley Advisors, St. Louis, MO; Senior Consultant and Managing Director, Asset Consulting Group, St. Louis, MO; President and CEO, Kennedy Capital Management, St. Louis, MO; 2005 Present Glenn A. Fogle, CFA, Advisory Director Chief Investment Officer, Regent Financial Services, Tulsa, OK Texas Christian University, Ft. Worth, TX; B.B.A., 1982 Texas Christian University, Ft. Worth, TX; M.B.A., 1987 Senior Vice President and Senior Portfolio Manager, American Century Investment Management, Inc., Kansas City, MO; Portfolio Manager, Oxford Creek Capital Management, LLC, Kansas City, MO; President, Acceleration Asset Management, Overland Park, KS; Chief Investment Officer, Regent Financial Services, Tulsa, OK; 2015 Present 55

6 RBI Board of Directors and Staff: Board of Directors (Sitting, left to right): Nikisha Alcindor, Paul Fullerton, John Mardirosian, Jon Medlock, Ross Walters, Rock Brockman; (Standing, left to right): Lex Williamson, John Steiner, Ted Dankovich, Jim Wert, Sandy Spitz, Eric Zellner, Glenn Fogle; (Not Pictured: Bruce Jenkins, Randy Kirkland, Ken McCarty). RBI Staff (Standing, left to right): Vickie Poole, Sandie Robertson, Myra Davis, Ed Dunnington, Bob Clarke, Gary Campbell, Heather Redmond, Bonnie Nowak, Cindi Finn; (Seated, left to right): Susan Hamnett, Harry Cooksey, Sybil Pullen, Katelyn Rogers, Mark Melendez, Chet Lilly, Traci LaVernway, Jan Magnuson, Dave Anderegg, Teresa Reese. 56 As of March 31, 2016

7 PCA RBI Board Leadership Team Gary D. Campbell President Rev. Jonathan B. Medlock Chairman William H. Brockman Vice Chairman John M. Mardirosian Secretary Bruce W. Jenkins Treasurer Board Members Term For the Year Ended December 31, 2015 Ending in 2016 John M. Mardirosian Retired, Former Assistant Vice President, Applications Penn Mutual Life Insurance Company Philadelphia, PA Jonathan B. Medlock Senior Pastor Trinity Presbyterian Church San Luis Obispo, CA John E. Steiner, CFA Managing Director Oakworth Capital Bank Montgomery, AL Ending in 2017 Paul A. Fullerton Senior Executive large financial services firm Boston, MA M. Ross Walters, CFP Retired, Senior Vice President Branch Trust Company Greenville, SC Eric B. Zellner Pastor First Presbyterian Church Indianola, MS Advisory Directors Ending in 2018 William H. Brockman, CLU, ChFC Financial Planner WHB Financial Advisors, LLC Rockville, MD William L. Spitz, CPA Senior Director of Church Administration Christ Covenant Church Matthews, NC James W. Wert, Jr. Managing Director Wert and Associates Atlanta, GA Ending in 2019 Bruce W. Jenkins Mortgage Consultant Excel Financial Group, LLC Fort Collins, CO J. Kenneth McCarty, CPA, CGMA Vice President and Chief Financial Officer BBT Capital Management, LLC Ft. Worth, Texas John A. Williamson Retired, Financial Representative Northwestern Mutual Life Insurance Co. Birmingham, Alabama Nikisha Alcindor Private Wealth Advisor Goldman Sachs & Co. New York, NY Theodore J. Dankovich Executive Director, Finance and Operations Mitchell Road Presbyterian Church Greenville, SC Glenn A. Fogle Chief Investment Officer Regent Financial Services Tulsa, OK Randall L. Kirkland President and CEO Kennedy Capital Management St. Louis, MO RBI Staff: For the Year Ended December 31, 2015 Gary D. Campbell, CFA President Myra J. Davis Benefit Specialist Chester R. Lilly, III Chief Operating Officer Sybil P. Pullen Staff Accountant Teresa D. Aiello Accounting Manager Edward W. Dunnington Financial Planning Advisor Janet B. Magnuson Benefit Representative Heather S. Redmond Executive Assistant David L. Anderegg, Jr. Financial Planning Advisor Cynthia H. Finn Chief Financial Officer Mark S. Melendez Ministry Partner Services Manager Teresa Reese Senior Accountant Robert T. Clarke, III Relief Director Susan A. Hamnett Benefit Analyst Bonnie K. Nowak Benefit Analyst Sandie N. Robertson Receptionist/Admin Assistant Harry S. Cooksey Relationship Manager Traci M. LaVernway Staff Accountant Vickie M. Poole Relief Assistant Katelyn H. Rogers Ministry Partner Services Assistant 57

8 RBI helps our ministry partners steward God s financial resources with wisdom and compassion.