| AXA Equitable |
| AXA Equitable has been providing millions of customers with life insurance, annuities and other needs-based products since 1859. AXA Equitable has a long history of working closely with school business officials. We appreciate the high standards of school business management promoted by ASBO and practiced by its members.
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| Visit the AXA Equitable Website |
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| Primary Contact |
Ms. Bernadette Mitchell
Vice President, Retirement Benefits Group
AXA Equitable
500 Plaza Drive, 7th Floor
Secaucus, NJ 07094
Phone: (201) 583-2270
Fax: (201) 583-2176
Email: Bernadette.Mitchell@axa-equitable.com
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| Secondary Contact |
Ms. Deborah Garcia
Marketing Associate
AXA Equitable
500 Plaza Drive
Secaucus, NJ 07094
Phone: (201) 583-2272
Fax: (201) 583-2176
Email: deborah.garcia@axa-equitable.com
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| Secondary Contact |
Mr. Ted Beal, Jr.
Director
AXA Equitable
333 Thornall Street, 8th Fl.
Edison, NJ 08837
Phone: (732) 452-7275
Fax: (732) 906-3629
Email: ted.beal2@axa-advisors.com
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| Secondary Contact |
Ms. Edie Russo
Vice President, Retirement Benefits Group
AXA Equitable
500 Plaza Drive
Secaucus, NJ 07094
Phone: (201) 583-2244
Fax: (201) 583-2176
Email: edna.russo@axa-equitable.com
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| Secondary Contact |
Ms. Mary Beth Farrell
Executive Vice President
AXA Equitable
333 Thornall St., 8th Floor
Edison, NJ 08837
Phone: (732) 452-7299
Fax: (732) 906-3691
Email: marybeth.farrell@axa-equitable.com
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| ING |
At ING our goal is to educate the educators – working closely to help them fully understand their retirement options and how those options can work together to provide a secure retirement.
ING offers a broad range of tools to help educators quickly and easily understand the retirement options available to them. We provide value-added products and services to help educators save and invest wisely, and an experienced distribution force dedicated to serving their retirement needs.
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| Visit the ING Website |
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| Primary Contact |
Mr. Ketul Thaker
National Director
ING
One Orange Way, 3AN
Windsor, CT 06095-4774
Phone: (860) 580-4013
Fax: (860) 860-2291
Email: ketul.thaker@us.ing.com
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| Secondary Contact |
Mr. Robert H. Barley
ING
151 Farmington Avenue, TNA1
Hartford, CT 06156
Phone: (860) 723-3237
Fax: (860) 723-3230
Email: roberth.barley@us.ing.com
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| Secondary Contact |
Mrs. Jan Schoolcraft
Regional Director
ING
1700 Lyons Road, Suite D
Dayton, OH 45458
Phone: (937) 428-0395
Fax: (937) 434-1676
Email: jan.schoolcraft@us.ing.com
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| Secondary Contact |
Terry Harrell
ING
7965 North High Street, Suite 150
Columbus, OH 43235
Phone: (614) 431-5090
Fax: (614) 431-5080
Email: terry.harrell@us.ing.com
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| Secondary Contact |
Mr. Patrick F. O'Christie
ING
1700 Lyons Road, Suite D
Dayton, OH 45458
Phone: (937) 428-0388
Fax: (937) 434-1676
Email: patrickf.ochristie@us.ing.com
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Mr. Dan Hanlon
Senior Vice President of Public Markets
ING
One Orange Way
Windsor, CT 06095
Phone: (860) 580-2549
Email: daniel.hanlon@us.ing.com
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| MetLife Resources |
MetLife Resources is focused on helping nonprofit organizations create and administer retirement plans – 403(b), 401(a), and401(k)s – for their employees. Specializing in providing retirement plan services to the nonprofit sector, MetLife Resources offers clients an industry leading combination of strength, selection, and service.
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| Visit the MetLife Resources Website |
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| Primary Contact |
Nancy Murray
Assistant Vice President
MetLife Resources
400 Atrium Drive
Somerset, NJ 08873
Phone: (732) 652-1274
Email: nmurray@metlife.com
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| Secondary Contact |
Mr. Tom Hogan
Senior Vice President
MetLife Resources
400 Atrium Drive
Somerset, NJ 08873
Phone: (732) 652-1274
Email: thogan1@metlife.com
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| Secondary Contact |
Ms. Robin Kovacs
Sr. Event Marketing Consultant
MetLife Resources
400 Atrium Drive
Somerset, NJ 08873
Phone: (732) 652-1274
Email: rkovacs@metlife.com
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| Secondary Contact |
Ms. Shelly Ledford
Director, Market Strategy
Metlife Resources
12902 East 51st Street
Tulsa, OK 74134
Phone: (918) 141-8482
Email: sledford@metlife.com
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| VALIC |
Choosing the best provider for your business requires evaluating the quality and depth of services offered to you and your employees. AIG Retirement provides some of the most comprehensive services in the industry, designed to improve plan administration for you and help your employees make educated decisions.
Helping Americans plan, build and protect their financial resources is something AIG Retirement has been doing for more than 50 years.
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| Visit the VALIC Website |
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| Primary Contact |
Jackie Fabitore-Matheny
Vice President, Relationship Managment
VALIC
1304 Concourse Drive, Ste. 150
Linthicum Heights, MD 21090
Phone: (703) 241-5804
Fax: (202) 962-4601
Email: Jackie.Fabitore-Matheny@valic.com
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Robert Architect
VP Compliance & Market Strategy
VALIC
214 Rosalie Cove Court
Silver Spring, MD 20905
Phone: (301) 774-1711
Fax: (202) 283-9598
Email: bob.architect@valic.com
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| Secondary Contact |
Mr. Don Harris
Senior Vice President National Markets, Education
VALIC
2929 Allen Parkway, L14-90
Houston, TX 77019
Phone: (713) 831-1259
Email: Don.Harris@valic.com
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| Commerce Bank |
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| Visit the Commerce Bank Website |
Mary Morrow
Vice President & Account Executive
Commerce Bank
2783 Enterprise Rd E#33
Clearwater, FL 33759
Phone: (727) 726-7191
Fax: (727) 725-1504
Email: mary.morrow@commercebank.com
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| Grant Capital Management, Inc. |
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Mr. J.P. Grant
President
Grant Capital Management, Inc.
10420 Little Patuxent Parkway, Suite 490
Columbia, MD 21044
Phone: (410) 715-9135
Fax: (410) 715-9139
Email: jpgrant@grantcapitalmgmt.com
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| Holman Capital |
| Holman Capital provides lease purchase and debt financing solutions for school districts nationwide. We provide innovative ideas and capital to fund your facilities, equipment, technology, infrastructure, and renewable energy needs quickly and efficiently. Contact us today to discuss your next asset acquisition or refinancing needs. | |
| Visit the Holman Capital Website |
Lance S. Holman
President & CEO
Holman Capital
29883 Santa Margarita Pkwy, Ste 100
Rancho Santa Margarita, CA 92688
Phone: (949) 713-9063
Fax: (949) 713-9065
Email: lance.holman@holmancapital.com
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| Kades-Margolis Corporation |
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| Visit the Kades-Margolis Corporation Website |
Edward H. Margolis
President
Kades-Margolis Corporation
998 Old Eagle School Road
Wayne, PA 19320
Phone: (610) 971-1080
Fax: (610) 971-1086
Email: emargolis@4kmc.com
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| Lincoln Financial Group |
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| Visit the Lincoln Financial Group Website |
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| Primary Contact |
Ms. Linda J. Jacobsen
Head of Defined Contribution Customer Experience
Lincoln Financial Group
150 N. Radnor Chester Road
Building F, 3rd Floor
Radnor, PA 19087
Phone: (484) 583-2811
Fax: (484) 583-1222
Email: LJacobsen@lfg.com
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| Oppenheimer Funds, Inc. |
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| Visit the Oppenheimer Funds, Inc. Website |
Mr. David Goldberg
Product Manager - 403b
Oppenheimer Funds, Inc.
225 Liberty St,
11th Floor
New York, NY 10281
Phone: (212) 323-5013
Fax: (212) 902-6605
Email: dgoldberg@oppenheimerfunds.com
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| PFM Asset Management LLC |
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| Visit the PFM Asset Management LLC Website |
John W. Molloy, CFA
Senior Management Consultant
PFM Asset Management LLC
One Keystone Plaza, Suite 300
North Front and Market Streets
Harrisburg, PA 17101-2044
Email: molloyj@pfm.com
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| PlanMember Services Corporation |
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| Visit the PlanMember Services Corporation Website |
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| Primary Contact |
Richard Ford
Sr VP, Chief Marketing Officer
PlanMember Services Corporation
6187 Carpinteria Ave
Carpinteria, CA 93013
Phone: (800) 874-6910 x2400
Fax: (805) 684-3500
Email: richardf@planmember.com
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| PMA Financial Network, Inc. |
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| Visit the PMA Financial Network, Inc. Website |
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| Primary Contact |
Michael R. English
President
PMA Financial Network, Inc.
2135 City Gate Lane 7th Floor
Naperville, IL 60563
Phone: (630) 657-6400
Fax: (630) 718-8701
Email: menglish@pmanetwork.com
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| Secondary Contact |
Jeff Carew
Vice President, Director - Wisconsin Office
PMA Financial Network, Inc.
788 North Jefferson Street, Suite 550
Milwaukee, WI 53202-3739
Phone: (414) 640-8534
Fax: (414) 225-0057
Email: jcarew@pmanetwork.com
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| Secondary Contact |
Kent Johnson
Senior Vice President, Minn. Office
PMA Financial Network, Inc.
6551 Jansen Avenue, Suite 101
Albertville, MN 55301
Phone: (763) 497-1490
Fax: (763) 497-1491
Email: kjohnson@pmanetwork.com
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| Secondary Contact |
Vladimir Dragosavljevic
Senior Vice President
PMA Financial Network, Inc.
2135 City Gate Ln No. 7
Naperville, IL 60563-3081
Phone: (630) 393-9494
Fax: (630) 393-9595
Email: vlad@pmanetwork.com
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| Secondary Contact |
Donald Weber
Senior Vice President
PMA Financial Network, Inc.
2135 CityGate Lane, 7th Floor
Naperville, IL 60563
Phone: (630) 657-6400
Fax: (630) 718-8701
Email: dweber@pmanetwork.com
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| The Segal Company |
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| Visit the The Segal Company Website |
Cindy Zimmer
Marketing Coordinator
The Segal Company
6300 S. Syracuse Way, Ste 750
Englewood, CO 80111
Phone: 303-714-9900
Fax: 303-714-9990
Email: czimmer@segalco.com
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| TIAA-CREF |
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| Visit the TIAA-CREF Website |
Bruce Corcoran
Managing Director, Institutional K-12 Market
TIAA-CREF
8500 Andrew Carnegie Blvd., B208
Charlotte, NC 28262
Phone: (704) 988-5503
Fax: (704) 988-6702
Email: BCorcoran@tiaa-cref.org
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