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O'NEILL, CPC, QPA, QKA, CEBS, RPA HOME# (740) 965-2646 4256 Harlem Road WORK# (614) 248-1835 Galena, OH 43021 OBJECTIVE: To acquire a challenging position in employee benefits that expands on interpers onal, management and analytical skills. Personal strengths include self motivate d, organized, detail and goal oriented, analytical and problem solver. EXPERIENCE: JPMORGAN CHASE - Client Service Manager (4/10 to present) Promoted to manager with responsibility for three team members in the Benefit Pa yment Services department for Worldwide Securities Services. JPMORGAN CHASE - Client Service Representative, Senior (5/07 to 4/10) Initial one of four team members in start up Benefit Payment Services department for Worldwide Securities Services. Functions were previously in Indianapolis, I ndiana and Brooklyn, New York and are being consolidated in Columbus, Ohio. Duti es include servicing clients in all aspects relating to their benefit payment se rvices for their retirement plans. JPMORGAN CHASE/BANK ONE - Client Service Professional, Senior (3/01 to 5/07) Serviced institutional retirement plan clients primarily from the Michigan area that are the larger middle market clients. Duties include coordinating all aspec ts of service administration for the clients such as paying their vendor invoice s, setting up investment statements, replying to inquiries from clients and thei r auditors, receipting in plan contributions, monitoring account liquidity and m aking sure account activity is in compliance with government regulations. JPMORGAN CHASE/BANK ONE - Client Service Professional (6/00 to 3/01) Serviced clients the same as in above senior position. THE JACOB COMPANY - Manager of Defined Contribution Production, Vice President, Secretary/Treasurer for the company and Trustee for the company's 401(k) plan (5 /94 to 6/00) Managed up to six recordkeeping analysts. Department account load was about 150 plans consisting of full service, wrap service (compliance testing and 5500s onl y) and cafeteria plan 5500 only accounts. These plans totaled 22,000 participant s and $340,000,000 of assets. Responsible for establishing procedures and contro ls and checking most of the work. Prepared monthly billing for about half of the total accounts. COUNTRYMARK COOPERATIVE, INC. - part-time in benefits office (2/94 to 5/94) Duties were various to assist with the operation of their 401(k) plans and defin ed benefit plan. BANK ONE OHIO TRUST COMPANY, NA - Manager, Participant Recordkeeping and Assista nt Vice President (4/93 to 2/94) Established new Participant Recordkeeping Department. Hired and managed eight ne w employees for the consolidation and servicing of eleven statewide locations in to a central location. Managed most of the conversions of 672 traditional balanc

e forward employee benefit accounts with 35,000 participants. The conversions we re from five different software applications to a new single application. Manage d a department budget of $450,000 of annual expenses. THE HUNTINGTON TRUST COMPANY, N.A. - Allocation Department Manager and Assistant Vice President (7/91 to 4/93) Managed the Traditional Recordkeeping Department. The department processed defin ed contribution recordkeeping for 400 accounts with 60,000 participants statewid e. Many accounts were complex 401(k) plans. Twelve employees serviced accounts a nd were divided into four teams. Other responsibilities included policy and proc edure establishment and documentation, monitoring vendor software for effectiven ess of use and application and communication with the service provider. The depa rtment budget was $700,000 for annual expenses. Employee Benefits Trust Administrator III and Assistant Vice President (4/88 to 7/91 Managed the Allocation Department with the same duties as the above position. Employee Benefits Operations Manager and Operations Officer (6/81 to 4/88) Managed the Allocation Department that was responsible for participant recordkee ping for 400 employee benefit plans, form 5500 preparation, 1099R and W2P report ing, accounting for individual life insurance policies, federal withholding depo sits and form 941E reporting, and 3,000 monthly pension payments. Pension Tax Analyst (10/80 to 6/81) Duties included preparation of 1099R and W2P forms for retirement plan distribut ions. ORGANIZATIONS: SOUTHERN FSI USERS NETWORK - President for 1990 and 1991 (1990 to 1993) Independent software user organization formed to strengthen knowledge and commun ication among member institutions and the software provider, SEI Corporation. MIDWEST PENSION CONFERENCE - Vice President for 1995, Program Chairperson for 19 93 and Member AT Large for 1994 (1987 to 1995) EDUCATION: CERTIFIED EMPLOYEE BENEFITS SPECIALIST - Obtained the CEBS designation 7/22/09. Obtained the RPA (Retirement Plan Administrator) designation in 12/06. Need one more course for the Group Benefits Associate designation, one more courses for C ompensation Management Specialist designation. AMERICAN SOCIETY OF PENSION ACTUARIES - Acquired Qualified Pension Administrator designation in 1997, Qualified 401(k) Plan Administration designation in 2001, and Certified Pension Consultant designation in 2001. OHIO DEPARTMENT OF INSURANCE - obtained life license and property and casualty l icense in 1995. Licenses lapsed in 2000 after taking position with Bank One. OHIO STATE UNIVERSITY - Bachelor of Business Administration with a major in Mark eting (9/75 to 6/79) OHIO TRUST SCHOOL - Certificate of completion of the Ohio Specialized Employee B enefits School sponsored by the Trust Division of the Ohio Bankers Association ( 1984) INTERESTS:

Sewing, crocheting and other crafts, reading, pet dogs, playing the piano and sa xophone, ice skating, snow skiing, bicycling and traveling. REFERENCES: Furnished upon request.