RETIREMENT MANAGEMENT SYSTEMS - Key Persons
Deanna joined RMS in April 2019 as an administrative assistant after working in the medical field. Deanna handles client's credentials and assists advisors and clients with their requests. She has lived in Pasadena, Maryland her entire life and obtained a bachelor's degree in English from the University of Maryland, Baltimore County. She enjoys spending time with her two children and husband.
Duane is an account administrator and client services representative who started with RMS in March 2019. As a native of Washington, D.C., he has accumulated years of financial and technical experience as a federal government contractor with agencies such as the U.S. Department of Housing and Urban Development (HUD) and the U.S. Small Business Administration (SBA).
John joined Retirement Management Systems in July 2009 after working as a financial advisor with Valic Financial Advisors and Retirement Strategies of Maryland. In his previous work, he advised clients on financial issues ranging from retirement saving and distribution to risk management and estate planning. Since 1993, he has been working in the financial services industry.
Job Titles:
- RMS in 2011 As the Account Administration Manager
After working in the insurance field for more than 10 years, Kathleen joined RMS in 2011 as the account administration manager. She handles all aspects of account administration, from new account enrollment to client and advisor communications. She has a background in commercial insurance and obtained her property and casualty license in 2008.
Hobbies and Personal Interests
A native of northern New Jersey, Kathleen moved to Maryland when her husband was transferred in 2006. She enjoys yoga, long walks, hiking, and day trips with her husband and two children.
Job Titles:
- RMS As a Billing Specialist
It was in June 2015 when Kim joined RMS as a billing specialist. With many years of accounting experience, she is a paraprofessional that worked in various industries, such as non-profit organizations and CPA accounting firms. Her accuracy and attention to detail while processing client payment information is crucial to the position she has with RMS.
Hobbies
Kim enjoys getting together with family and friends for parties and cookouts and loves to travel.
Tyler joined Retirement Management Systems in April 2015 as an Investment Analyst and trader. His role is to provide the research behind allocation models and implement any new allocations or needed adjustments to over 2,700 accounts.