eMoney Advisor
Industry: Software company
DescriptionFounded: 2000
eMoney Advisor List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at eMoney Advisor. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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eMoney Advisor Employees
Employee
Years
Job
Industry
Kyle Wharton Kyle Wharton's eMoney Advisor Experience February 2012 - Present
Job Business Development at eMoney Advisor
Industry Financial Services
Experience
eMoney Advisor February 2012 - Present
eMoney Advisor October 2011 - February 2012
Deutsche Bank July 2011 - September 2011
Johns Hopkins University September 2010 - May 2011
Merrill Lynch June 2010 - August 2010
STX June 2009 - August 2009
Skills
Business Development, Start-ups, Business Strategy, Leadership, Management, Account Management, Strategic Partnerships, Marketing Strategy, Strategic Planning, Program Management, Coaching, Entrepreneurship, Financial Services, Analysis, CRM, Relationship Management, Sales, Strategic Financial...
Education
The Johns Hopkins University 2007 — 2011
B.A., Political Science, Entrepreneurship
The Haverford School 1986 — 2007
eMoney Advisor February 2012 - Present
eMoney Advisor October 2011 - February 2012
Deutsche Bank July 2011 - September 2011
Johns Hopkins University September 2010 - May 2011
Merrill Lynch June 2010 - August 2010
STX June 2009 - August 2009
Skills
Business Development, Start-ups, Business Strategy, Leadership, Management, Account Management, Strategic Partnerships, Marketing Strategy, Strategic Planning, Program Management, Coaching, Entrepreneurship, Financial Services, Analysis, CRM, Relationship Management, Sales, Strategic Financial...
Education
The Johns Hopkins University 2007 — 2011
B.A., Political Science, Entrepreneurship
The Haverford School 1986 — 2007
Margot Zydyk Margot Zydyk's eMoney Advisor Experience June 2014 - Present
Job Client Success Specialist at eMoney Advisor
Industry Financial Services
Experience
eMoney Advisor June 2014 - Present
eMoney Advisor October 2013 - May 2014
FLSmidth May 2012 - January 2013
The First Tee May 2011 - August 2012
Education
Temple University - Fox School of Business and Management 2011 — 2014
Bachelor of Business Administration (B.B.A.), International Business, Junior
eMoney Advisor June 2014 - Present
eMoney Advisor October 2013 - May 2014
FLSmidth May 2012 - January 2013
The First Tee May 2011 - August 2012
Education
Temple University - Fox School of Business and Management 2011 — 2014
Bachelor of Business Administration (B.B.A.), International Business, Junior
Jake Klinvex Jake Klinvex's eMoney Advisor Experience May 2009 - June 2011
Job COO at LoyalTree
Industry Marketing and Advertising
Experience
LoyalTree July 2011 - Present
Nobull LLC June 2010 - June 2011
eMoney Advisor May 2009 - June 2011
Persontation August 2007 - May 2009
Villanova University August 2006 - May 2009
Select International 2005 - 2006
Skills
Social Media, Email Marketing, Eating, Business Development, Microsoft Office, Salesforce.com, Program Management, Start-ups, Strategic Partnerships, Market Research, Business Strategy, Strategy, Competitive Analysis, Leadership, Analytics, Marketing, Management
Education
Villanova University 2006 — 2009
B.S., Finance and Entrepreneurship
University of Rochester 2005 — 2006
Shady Side Academy 2001 — 2005
Highschool
LoyalTree July 2011 - Present
Nobull LLC June 2010 - June 2011
eMoney Advisor May 2009 - June 2011
Persontation August 2007 - May 2009
Villanova University August 2006 - May 2009
Select International 2005 - 2006
Skills
Social Media, Email Marketing, Eating, Business Development, Microsoft Office, Salesforce.com, Program Management, Start-ups, Strategic Partnerships, Market Research, Business Strategy, Strategy, Competitive Analysis, Leadership, Analytics, Marketing, Management
Education
Villanova University 2006 — 2009
B.S., Finance and Entrepreneurship
University of Rochester 2005 — 2006
Shady Side Academy 2001 — 2005
Highschool
Kelsey Cartmill Kelsey Cartmill's eMoney Advisor Experience February 2015 - Present
Job Engagement Team Lead at eMoney Advisor
Industry Financial Services
Experience
eMoney Advisor February 2015 - Present
eMoney Advisor September 2014 - March 2015
eMoney Advisor November 2013 - September 2014
Girls Inc. August 2013 - November 2013
San Diego Regional Economic Development Corporation July 2012 - August 2012
LEAD San Diego June 2008 - August 2008
Skills
Marketing, Customer Service, Microsoft Office, Social Media, Social Networking, Sales, Editing, Teamwork, Creative Writing, Public Speaking, Communication, Oral & Written..., Customer Retention
Education
University of California, San Diego 2011 — 2013
Bachelor of Arts (B.A.), Communication, 3.46/4.00
eMoney Advisor February 2015 - Present
eMoney Advisor September 2014 - March 2015
eMoney Advisor November 2013 - September 2014
Girls Inc. August 2013 - November 2013
San Diego Regional Economic Development Corporation July 2012 - August 2012
LEAD San Diego June 2008 - August 2008
Skills
Marketing, Customer Service, Microsoft Office, Social Media, Social Networking, Sales, Editing, Teamwork, Creative Writing, Public Speaking, Communication, Oral & Written..., Customer Retention
Education
University of California, San Diego 2011 — 2013
Bachelor of Arts (B.A.), Communication, 3.46/4.00
Shane McKenna Shane McKenna's eMoney Advisor Experience June 2015 - Present
Job Team Lead at eMoney Advisor
Industry Financial Services
Experience
eMoney Advisor June 2015 - Present
eMoney Advisor October 2014 - June 2015
eMoney Advisor May 2014 - October 2014
Hotel del Coronado April 2013 - April 2014
Access Marketing 2013 - May 2013
DMi Partners October 2012 - January 2013
JD Mcgillicuddy's September 2012 - January 2013
Hallowell Construction Company September 2011 - January 2013
A-1 Entertainment September 2009 - December 2012
Hedgerow theatre September 2012 - November 2012
Skills
Marketing Management, Digital Marketing, Social Media Marketing, Local Marketing, National Marketing, International Marketing, Cross Channel Marketing, Internal Marketing, Direct Marketing, B2B Marketing, Email Marketing, external marketing, CRM Integration, Retention Strategies, Media Relations, Customer Service, Creating and managing..., Microsoft Office, Event Management, Event Planning, Public Speaking, Public Relations, Strategic Planning, Job Coaching, Program Budgeting, Sales, Cross Functional Team..., Sales Management, Data Analysis, Meet Deadlines, Technical Writing, Work in A Fast Paced..., Program Evaluation, Data Entry, Customer Retention, Retention Management, Large Volume, Job Evaluation, Budgets, Leadership, PowerPoint, Marketing, Social Networking
Education
Penn State University 2007 — 2012
Bachelor's degree, Parks, Recreation and Leisure Facilities Management
Radnor High School
eMoney Advisor June 2015 - Present
eMoney Advisor October 2014 - June 2015
eMoney Advisor May 2014 - October 2014
Hotel del Coronado April 2013 - April 2014
Access Marketing 2013 - May 2013
DMi Partners October 2012 - January 2013
JD Mcgillicuddy's September 2012 - January 2013
Hallowell Construction Company September 2011 - January 2013
A-1 Entertainment September 2009 - December 2012
Hedgerow theatre September 2012 - November 2012
Skills
Marketing Management, Digital Marketing, Social Media Marketing, Local Marketing, National Marketing, International Marketing, Cross Channel Marketing, Internal Marketing, Direct Marketing, B2B Marketing, Email Marketing, external marketing, CRM Integration, Retention Strategies, Media Relations, Customer Service, Creating and managing..., Microsoft Office, Event Management, Event Planning, Public Speaking, Public Relations, Strategic Planning, Job Coaching, Program Budgeting, Sales, Cross Functional Team..., Sales Management, Data Analysis, Meet Deadlines, Technical Writing, Work in A Fast Paced..., Program Evaluation, Data Entry, Customer Retention, Retention Management, Large Volume, Job Evaluation, Budgets, Leadership, PowerPoint, Marketing, Social Networking
Education
Penn State University 2007 — 2012
Bachelor's degree, Parks, Recreation and Leisure Facilities Management
Radnor High School
Drew DiMarino Drew DiMarino's eMoney Advisor Experience April 2014 - Present
Job SVP, Head of Sales at eMoney Advisor, (Fintech)
Industry Financial Services
Experience
eMoney Advisor April 2014 - Present
eMoney Advisor April 2013 - Present
eMoney Advisor June 2010 - Present
Various Financial Services Companies January 1998 - December 2009
Skills
Presentations, Sales Management, Sales, B2B software, Software Solution Sales, Software Sales..., Marketing Strategy, MBA, Key Account Management, Strategic Prospecting, Account Management, B2B, Financial Services, Customer Acquisition, Business Development, Wealth Management, Finance, Sales Operations, Leadership, Management, Selling, Investments, Marketing, SaaS, Training, Insurance, Strategic Planning, Salesforce.com, Sales Presentations, Team Leadership, CRM, Cold Calling, Relationship Management
Education
Saint Joseph's University - Erivan K. Haub School of Business 2000 — 2003
MBA, Finance, General, 3.65 GPA
University of Pennsylvania 1991 — 1995
BA
The Haverford School 1980 — 1991
High School
eMoney Advisor April 2014 - Present
eMoney Advisor April 2013 - Present
eMoney Advisor June 2010 - Present
Various Financial Services Companies January 1998 - December 2009
Skills
Presentations, Sales Management, Sales, B2B software, Software Solution Sales, Software Sales..., Marketing Strategy, MBA, Key Account Management, Strategic Prospecting, Account Management, B2B, Financial Services, Customer Acquisition, Business Development, Wealth Management, Finance, Sales Operations, Leadership, Management, Selling, Investments, Marketing, SaaS, Training, Insurance, Strategic Planning, Salesforce.com, Sales Presentations, Team Leadership, CRM, Cold Calling, Relationship Management
Education
Saint Joseph's University - Erivan K. Haub School of Business 2000 — 2003
MBA, Finance, General, 3.65 GPA
University of Pennsylvania 1991 — 1995
BA
The Haverford School 1980 — 1991
High School
Kirk Adkins II Kirk Adkins II's eMoney Advisor Experience April 2015 - Present
Job Success Specialist at eMoney Advisor
Industry Marketing and Advertising
Experience
eMoney Advisor April 2015 - Present
Uber January 2015 - Present
eMoney Advisor June 2014 - March 2015
Z57 Internet Solutions December 2013 - May 2014
Z57 Internet Solutions November 2012 - December 2013
eSUB Inc. April 2012 - July 2012
Saturn of Charleston-Huntington May 2009 - August 2009
Skills
SEM, Social Media Marketing, SEO, Social Networking, Social Media, Sales, Networking, Salesforce.com, Online Marketing, Mobile Marketing, PPC, Inside sales, CRM software, NetSuite, Event Planning, Mobile Technology, Microsoft Office, Manticore, WordPress, Google Adwords, Marketing, Marketing Strategy, Web Marketing, Google Analytics
Education
San Diego State University-California State University 2015 — 2017
Master of Business Administration (M.B.A.), Marketing
West Virginia University 2007 — 2011
Bachelor's in Business Administration, Marketing
eMoney Advisor April 2015 - Present
Uber January 2015 - Present
eMoney Advisor June 2014 - March 2015
Z57 Internet Solutions December 2013 - May 2014
Z57 Internet Solutions November 2012 - December 2013
eSUB Inc. April 2012 - July 2012
Saturn of Charleston-Huntington May 2009 - August 2009
Skills
SEM, Social Media Marketing, SEO, Social Networking, Social Media, Sales, Networking, Salesforce.com, Online Marketing, Mobile Marketing, PPC, Inside sales, CRM software, NetSuite, Event Planning, Mobile Technology, Microsoft Office, Manticore, WordPress, Google Adwords, Marketing, Marketing Strategy, Web Marketing, Google Analytics
Education
San Diego State University-California State University 2015 — 2017
Master of Business Administration (M.B.A.), Marketing
West Virginia University 2007 — 2011
Bachelor's in Business Administration, Marketing
Danielle Connolly Danielle Connolly's eMoney Advisor Experience July 2015 - Present
Job Technical Data Analyst at eMoney Advisor
Industry Computer Software
Experience
eMoney Advisor July 2015 - Present
eMoney Advisor June 2014 - July 2015
Navy CYP March 2012 - June 2014
The Cheesecake Factory 2008 - 2012
Skills
Teamwork, Team Leadership, Organization, Psychology, Team Management, Microsoft Office, Microsoft Word, Flexible Schedule, Always Punctual, Microsoft Excel, Child Development, Early Childhood..., Child Advocacy, Networking, Customer Service, Phone Etiquette, Customer Relations, CRM
Education
San Diego State University-California State University 2006 — 2010
Bachelor's degree, Psychology/ Minor in Child and Family Development
Bella Vista
eMoney Advisor July 2015 - Present
eMoney Advisor June 2014 - July 2015
Navy CYP March 2012 - June 2014
The Cheesecake Factory 2008 - 2012
Skills
Teamwork, Team Leadership, Organization, Psychology, Team Management, Microsoft Office, Microsoft Word, Flexible Schedule, Always Punctual, Microsoft Excel, Child Development, Early Childhood..., Child Advocacy, Networking, Customer Service, Phone Etiquette, Customer Relations, CRM
Education
San Diego State University-California State University 2006 — 2010
Bachelor's degree, Psychology/ Minor in Child and Family Development
Bella Vista
Max Pollack's eMoney Advisor Experience October 2010 - June 2015
Job Code, dance music, and cats. That order.
Industry Financial Services
Experience
Zoomer July 2015 - Present
eMoney Advisor October 2010 - June 2015
Fensys, Ltd 2008 - 2010
Merion Matters 2007 - 2008
Skills
C#, ASP.net MVC, jQuery, JavaScript, Razor, Microsoft SQL Server, Knockout.js, Logic Pro, Ableton Live, Traktor, Reason, ASP.NET MVC, ASP.NET, Software Engineering, SQL, .NET, HTML, Web Applications, Web Development, CSS, XML, Software Development
Education
Temple University
Zoomer July 2015 - Present
eMoney Advisor October 2010 - June 2015
Fensys, Ltd 2008 - 2010
Merion Matters 2007 - 2008
Skills
C#, ASP.net MVC, jQuery, JavaScript, Razor, Microsoft SQL Server, Knockout.js, Logic Pro, Ableton Live, Traktor, Reason, ASP.NET MVC, ASP.NET, Software Engineering, SQL, .NET, HTML, Web Applications, Web Development, CSS, XML, Software Development
Education
Temple University
Catharine C.C. O'Connor Catharine C.C. O'Connor's eMoney Advisor Experience September 2014 - February 2015
Job Global Recruiting Assistant at Latham & Watkins
Industry Public Relations and Communications
Experience
Latham & Watkins February 2015 - Present
eMoney Advisor September 2014 - February 2015
eMoney Advisor February 2014 - February 2015
Nordstrom June 2013 - January 2014
Anthropologie October 2012 - February 2013
Juicy Couture June 2012 - August 2012
Tween Brands May 2011 - August 2011
Education
University of California, San Diego 2015 — 2017
Extension Program: Human Resource Management Certificate
University of San Diego 2009 — 2013
Bachelor of Arts (B.A.), Interdisciplinary Humanities, History Emphasis
Universidad Pontificia Comillas 2011 — 2011
Art History, Criticism and Conservation
Marymount High School, Los Angeles 2005 — 2009
Latham & Watkins February 2015 - Present
eMoney Advisor September 2014 - February 2015
eMoney Advisor February 2014 - February 2015
Nordstrom June 2013 - January 2014
Anthropologie October 2012 - February 2013
Juicy Couture June 2012 - August 2012
Tween Brands May 2011 - August 2011
Education
University of California, San Diego 2015 — 2017
Extension Program: Human Resource Management Certificate
University of San Diego 2009 — 2013
Bachelor of Arts (B.A.), Interdisciplinary Humanities, History Emphasis
Universidad Pontificia Comillas 2011 — 2011
Art History, Criticism and Conservation
Marymount High School, Los Angeles 2005 — 2009
Dino Battaglia's eMoney Advisor Experience August 2005 - February 2013
Job Providing Solutions for Financial Advisors at SEI
Industry Financial Services
Experience
SEI March 2013 - Present
eMoney Advisor August 2005 - February 2013
ING March 2004 - August 2005
SunGard May 2002 - March 2004
Vanguard January 1993 - May 2002
Education
Saint Joseph's University - Erivan K. Haub School of Business 1996 — 2000
M.B.A., Management Information Systems
The Chubb Institute 2001 — 2002
Diploma, Web Development & Business Programming, Information Technology
Saint Joseph's University 1988 — 1992
B.S., Management
Bishop Kenrick High School 1984 — 1988
Diploma
SEI March 2013 - Present
eMoney Advisor August 2005 - February 2013
ING March 2004 - August 2005
SunGard May 2002 - March 2004
Vanguard January 1993 - May 2002
Education
Saint Joseph's University - Erivan K. Haub School of Business 1996 — 2000
M.B.A., Management Information Systems
The Chubb Institute 2001 — 2002
Diploma, Web Development & Business Programming, Information Technology
Saint Joseph's University 1988 — 1992
B.S., Management
Bishop Kenrick High School 1984 — 1988
Diploma
Mark Constan Mark Constan's eMoney Advisor Experience April 2012 - Present
Job
Industry Staffing and Recruiting
Experience
eMoney Advisor April 2012 - Present
Numeric Recruiting and Staffing February 2008 - April 2012
Lockheed Martin December 2004 - February 2008
Phillysportsline.com January 2006 - March 2007
Global Employment Solutions January 2004 - December 2004
Global Employment Solutions June 2000 - December 2003
Skills
Talent Acquisition, Recruiting, Management, Interviews, CRM, Sourcing, Networking, Internet Recruiting, Temporary Placement, Technical Recruiting, Human Resources, Account Management, Business Development, Sales, Training, Web Analytics, Applicant Tracking..., Hiring, Benefits Negotiation, Online Marketing, College Recruiting, E-commerce, SEM, Employee Benefits, Online Advertising, Staffing Services, Analytics, Cold Calling, Direct Sourcing, Employer Branding, Full-cycle Recruiting, Contract Negotiation, Team Management, Executive Search, Resume Writing, Talent Management, Salary Negotiation, Direct Recruiting, Contract Recruitment, HRIS, Employee Relations, Onboarding
Education
Saint Joseph's University 1995 — 1999
Bachelor's of Arts
Salesianum 1991 — 1995
eMoney Advisor April 2012 - Present
Numeric Recruiting and Staffing February 2008 - April 2012
Lockheed Martin December 2004 - February 2008
Phillysportsline.com January 2006 - March 2007
Global Employment Solutions January 2004 - December 2004
Global Employment Solutions June 2000 - December 2003
Skills
Talent Acquisition, Recruiting, Management, Interviews, CRM, Sourcing, Networking, Internet Recruiting, Temporary Placement, Technical Recruiting, Human Resources, Account Management, Business Development, Sales, Training, Web Analytics, Applicant Tracking..., Hiring, Benefits Negotiation, Online Marketing, College Recruiting, E-commerce, SEM, Employee Benefits, Online Advertising, Staffing Services, Analytics, Cold Calling, Direct Sourcing, Employer Branding, Full-cycle Recruiting, Contract Negotiation, Team Management, Executive Search, Resume Writing, Talent Management, Salary Negotiation, Direct Recruiting, Contract Recruitment, HRIS, Employee Relations, Onboarding
Education
Saint Joseph's University 1995 — 1999
Bachelor's of Arts
Salesianum 1991 — 1995
Chris Mauriello's eMoney Advisor Experience July 2014 - Present
Job Customer Service Specialist at eMoney Advisor
Industry Financial Services
Experience
eMoney Advisor July 2014 - Present
Central Bucks School District February 2009 - Present
Golf Galaxy February 2013 - July 2014
Golf Galaxy February 2012 - February 2013
FASTSIGNS August 2008 - February 2012
FASTSIGNS January 2008 - August 2008
FASTSIGNS January 2007 - August 2008
Skills
Product Marketing, Marketing Communications, Banners, Signs, Advertising, Public Speaking, Social Media, Coaching, Account Management, Small Business, Sales, Marketing, CRM, Cold Calling, Leadership, Social Media Marketing
Education
Penn State University 2003 — 2007
BS, Marketing
Ridge View High School 1999 — 2003
eMoney Advisor July 2014 - Present
Central Bucks School District February 2009 - Present
Golf Galaxy February 2013 - July 2014
Golf Galaxy February 2012 - February 2013
FASTSIGNS August 2008 - February 2012
FASTSIGNS January 2008 - August 2008
FASTSIGNS January 2007 - August 2008
Skills
Product Marketing, Marketing Communications, Banners, Signs, Advertising, Public Speaking, Social Media, Coaching, Account Management, Small Business, Sales, Marketing, CRM, Cold Calling, Leadership, Social Media Marketing
Education
Penn State University 2003 — 2007
BS, Marketing
Ridge View High School 1999 — 2003
Brendan McGrath Brendan McGrath's eMoney Advisor Experience June 2012 - August 2012
Job Investment Banking Analyst at J.P. Morgan
Industry Banking
Experience
JPMorgan Chase & Co. June 2015 - Present
Princeton University September 2011 - June 2015
JPMorgan Chase June 2014 - August 2014
eMoney Advisor June 2012 - August 2012
Skills
Microsoft Office, Finance, Time Management, Accounting, Financial Analysis, Leadership, Data Analysis, Access, Analysis, Marketing, Sales, Management, Financial Accounting, Strategic Planning
Education
Princeton University 2011 — 2015
Bachelor of Arts (B.A.), History
The Haverford School 2007 — 2011
JPMorgan Chase & Co. June 2015 - Present
Princeton University September 2011 - June 2015
JPMorgan Chase June 2014 - August 2014
eMoney Advisor June 2012 - August 2012
Skills
Microsoft Office, Finance, Time Management, Accounting, Financial Analysis, Leadership, Data Analysis, Access, Analysis, Marketing, Sales, Management, Financial Accounting, Strategic Planning
Education
Princeton University 2011 — 2015
Bachelor of Arts (B.A.), History
The Haverford School 2007 — 2011
Kori Giampietro's eMoney Advisor Experience June 2013 - Present
Job Account Development at eMoney Advisor: Leveraging Technology to Enhance the Advisor / Client Relationship
Industry Financial Services
Experience
eMoney Advisor June 2013 - Present
eMoney Advisor December 2012 - May 2013
eMoney Advisor October 2011 - December 2012
Skills
Microsoft Office, Customer Service, Microsoft Excel, Financial Analysis, Banking, Strategic Planning, Business Analysis, Risk Management, Project Management, Investments, Microsoft Word, PowerPoint, Business Strategy, Change Management, Process Improvement, Training, Relationship Management, Financial Services, Strategic Financial..., Web Development
Education
The American College 2013 — 2015
CFP® Certification Education
West Chester University of Pennsylvania 2006 — 2010
Bachelor of Science (BS)
eMoney Advisor June 2013 - Present
eMoney Advisor December 2012 - May 2013
eMoney Advisor October 2011 - December 2012
Skills
Microsoft Office, Customer Service, Microsoft Excel, Financial Analysis, Banking, Strategic Planning, Business Analysis, Risk Management, Project Management, Investments, Microsoft Word, PowerPoint, Business Strategy, Change Management, Process Improvement, Training, Relationship Management, Financial Services, Strategic Financial..., Web Development
Education
The American College 2013 — 2015
CFP® Certification Education
West Chester University of Pennsylvania 2006 — 2010
Bachelor of Science (BS)
Nathaniel Arzu Nathaniel Arzu's eMoney Advisor Experience May 2013 - Present
Job Software Engineer
Industry Financial Services
Experience
eMoney Advisor May 2013 - Present
eMoney Advisor November 2009 - May 2013
eMoney Advisor February 2006 - February 2008
Skills
User Acceptance Testing, VBA, SQL, Business Objects, VB.NET, Requirements Gathering, HTML, JavaScript, C#, Insurance
Education
Rowan College at Burlington County 2004 — 2007
Associates, Information Technology
eMoney Advisor May 2013 - Present
eMoney Advisor November 2009 - May 2013
eMoney Advisor February 2006 - February 2008
Skills
User Acceptance Testing, VBA, SQL, Business Objects, VB.NET, Requirements Gathering, HTML, JavaScript, C#, Insurance
Education
Rowan College at Burlington County 2004 — 2007
Associates, Information Technology
andrew wehr andrew wehr's eMoney Advisor Experience November 2006 - March 2012
Job Regional Sales Director at Interactive Advisory Software
Industry Information Technology and Services
Experience
Interactive Advisory Software March 2013 - Present
Pierce Professional Resources April 2012 - February 2013
eMoney Advisor November 2006 - March 2012
Lincoln Financial Group April 1999 - October 2006
Skills
Product Marketing, Sales Management, Direct Sales, Customer Relations, Account Management, New Business Development, Insurance, Consultative Selling, Customer Service, Selling, Cold Calling, Sales, Wealth Management, Strategy, Marketing, Strategic Financial..., Management, Salesforce.com, Team Leadership, CRM, Business Development, Recruiting
Education
Slippery Rock University of Pennsylvania 1994 — 1997
BSBA, marketing
Interactive Advisory Software March 2013 - Present
Pierce Professional Resources April 2012 - February 2013
eMoney Advisor November 2006 - March 2012
Lincoln Financial Group April 1999 - October 2006
Skills
Product Marketing, Sales Management, Direct Sales, Customer Relations, Account Management, New Business Development, Insurance, Consultative Selling, Customer Service, Selling, Cold Calling, Sales, Wealth Management, Strategy, Marketing, Strategic Financial..., Management, Salesforce.com, Team Leadership, CRM, Business Development, Recruiting
Education
Slippery Rock University of Pennsylvania 1994 — 1997
BSBA, marketing
Allison Shields Allison Shields's eMoney Advisor Experience September 2010 - July 2012
Job Media Planner / Buyer at Media Works, Ltd.
Industry Marketing and Advertising
Experience
Media Works, Ltd. September 2014 - Present
Becker Media August 2012 - September 2014
eMoney Advisor September 2010 - July 2012
Skills
Social Media, Editing, Social Media Marketing, Public Relations, Advertising, Press Releases, Email Marketing, Customer Service, Proofreading, Media Buying, Marketing Communications, Management, Oral & Written..., Corporate Communications, Adobe Creative Suite, Social Media Advertising, Google Adwords
Education
University of Delaware 2006 — 2010
Bachelor of Arts (BA), Mass Communication, Economics
Marple Newtown Senior High School 2002 — 2006
Media Works, Ltd. September 2014 - Present
Becker Media August 2012 - September 2014
eMoney Advisor September 2010 - July 2012
Skills
Social Media, Editing, Social Media Marketing, Public Relations, Advertising, Press Releases, Email Marketing, Customer Service, Proofreading, Media Buying, Marketing Communications, Management, Oral & Written..., Corporate Communications, Adobe Creative Suite, Social Media Advertising, Google Adwords
Education
University of Delaware 2006 — 2010
Bachelor of Arts (BA), Mass Communication, Economics
Marple Newtown Senior High School 2002 — 2006
Mark Gauzza's eMoney Advisor Experience January 2008 - May 2010
Job _____
Industry Information Technology and Services
Experience
TABcom,LLC May 2010 - Present
eMoney Advisor January 2008 - May 2010
Grade4Technology, LLC 2007 - December 2009
Allstate Insurance 2004 - 2007
ATX Communications May 2003 - November 2004
Jacobs Engineering July 2002 - May 2003
Untours May 2002 - August 2002
Skills
Software Development, Web Applications, ASP.NET, JavaScript, SDLC, Python, NightwatchJS, Software Project..., ASP.NET MVC, Microsoft SQL Server, KnockoutJS, Google Analytics, Selenium WebDriver, jQuery, XPath, Arduino
Education
Penn State University 1999 — 2003
BS, Information Science and Techonology
TABcom,LLC May 2010 - Present
eMoney Advisor January 2008 - May 2010
Grade4Technology, LLC 2007 - December 2009
Allstate Insurance 2004 - 2007
ATX Communications May 2003 - November 2004
Jacobs Engineering July 2002 - May 2003
Untours May 2002 - August 2002
Skills
Software Development, Web Applications, ASP.NET, JavaScript, SDLC, Python, NightwatchJS, Software Project..., ASP.NET MVC, Microsoft SQL Server, KnockoutJS, Google Analytics, Selenium WebDriver, jQuery, XPath, Arduino
Education
Penn State University 1999 — 2003
BS, Information Science and Techonology
Derek Maltz Derek Maltz's eMoney Advisor Experience August 2014 - July 2015
Job Enterprise Sales at eMoney Advisor: Leveraging Technology to Enhance the Advisor / Client Relationship
Industry Financial Services
Experience
eMoney Advisor August 2014 - July 2015
Skills
Adobe Creative Suite, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Final Cut Express, Camera Equipment, Facbook, Twitter, YouTube, LinkedIn, Wordpress, Spanish, Writing, AP style writing, Presentational Speaking, WordPress, AP Style, PowerPoint
Education
S.I. Newhouse School of Public Communications 2010 — 2014
B.S, Public Relations
Syracuse University 2010 — 2014
Bachelor of Science (BS), Public Relations- Minor:Psychology
Syracuse University
eMoney Advisor August 2014 - July 2015
Skills
Adobe Creative Suite, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Final Cut Express, Camera Equipment, Facbook, Twitter, YouTube, LinkedIn, Wordpress, Spanish, Writing, AP style writing, Presentational Speaking, WordPress, AP Style, PowerPoint
Education
S.I. Newhouse School of Public Communications 2010 — 2014
B.S, Public Relations
Syracuse University 2010 — 2014
Bachelor of Science (BS), Public Relations- Minor:Psychology
Syracuse University
Jennifer McGlone Jennifer McGlone's eMoney Advisor Experience June 2010 - Present
Job Technical Support Analyst at eMoney Advisor: Leveraging Technology to Enhance the Advisor / Client Relationship
Industry Financial Services
Experience
eMoney Advisor June 2010 - Present
Oracle July 2007 - June 2010
Aetna June 2001 - December 2005
Skills
Customer Service,..., Technical Support, Security, Management, Microsoft Office, Relationship Management, Customer Service, Finance, Financial Services, Investments, Leadership, Marketing, Sales, Insurance, Social Media, Wealth Management
Education
Penn State University
Bachelor of Science (BS), Management Science and Information Systems
eMoney Advisor June 2010 - Present
Oracle July 2007 - June 2010
Aetna June 2001 - December 2005
Skills
Customer Service,..., Technical Support, Security, Management, Microsoft Office, Relationship Management, Customer Service, Finance, Financial Services, Investments, Leadership, Marketing, Sales, Insurance, Social Media, Wealth Management
Education
Penn State University
Bachelor of Science (BS), Management Science and Information Systems
Arleny Batista Arleny Batista's eMoney Advisor Experience January 2010 - Present
Job Senior Account Executive at eMoney Advisor: Leveraging Technology to Enhance the Advisor / Client Relationship
Industry Financial Services
Experience
eMoney Advisor January 2010 - Present
Skills
Strategic Financial..., Account Management, Mutual Funds, Relationship Management, Customer Service, Financial Services, Retirement Planning, Sales, Salesforce.com, Microsoft Office, Investments, Insurance, Financial Advisory, Finance, Financial Planning, Wealth Management
Education
Rutgers University – Camden 2008 — 2010
BA, Business Management
eMoney Advisor January 2010 - Present
Skills
Strategic Financial..., Account Management, Mutual Funds, Relationship Management, Customer Service, Financial Services, Retirement Planning, Sales, Salesforce.com, Microsoft Office, Investments, Insurance, Financial Advisory, Finance, Financial Planning, Wealth Management
Education
Rutgers University – Camden 2008 — 2010
BA, Business Management
Robert Harnsberger Jr Robert Harnsberger Jr's eMoney Advisor Experience September 2014 - Present
Job Director of Customer Loyalty at eMoney Advisor
Industry Financial Services
Experience
eMoney Advisor September 2014 - Present
eMoney Advisor September 2009 - Present
Turn5, Inc. AmericanMuscle.Com January 2010 - January 2015
Skills
Personality, Energetic team player, Friendly Personality, Team-oriented, Order Fulfillment, Customer Service, Customer Retention, Customer Satisfaction, Team Leadership
Education
Penn State University 2004 — 2008
Bachelor's degree, Corporate Communications
eMoney Advisor September 2014 - Present
eMoney Advisor September 2009 - Present
Turn5, Inc. AmericanMuscle.Com January 2010 - January 2015
Skills
Personality, Energetic team player, Friendly Personality, Team-oriented, Order Fulfillment, Customer Service, Customer Retention, Customer Satisfaction, Team Leadership
Education
Penn State University 2004 — 2008
Bachelor's degree, Corporate Communications
Stephanie Brassell Stephanie Brassell's eMoney Advisor Experience September 2014 - Present
Job Server at Bonefish Grill
Industry Hospitality
Experience
eMoney Advisor September 2014 - Present
Bonefish Grill January 2010 - Present
Skills
Restaurants, Restaurant Management, Food & Beverage, Hospitality, Food Service, Time Management, Menu Development, Customer Service, Catering, Hospitality Management, Teamwork, Employee Training, Cash Handling Experience, Food, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Event Planning, Social Media, Sales, Public Speaking, Leadership
Education
Temple University - Fox School of Business and Management
Bachelor of Business Administration (B.B.A.), Human Resources Management/Personnel Administration, General
eMoney Advisor September 2014 - Present
Bonefish Grill January 2010 - Present
Skills
Restaurants, Restaurant Management, Food & Beverage, Hospitality, Food Service, Time Management, Menu Development, Customer Service, Catering, Hospitality Management, Teamwork, Employee Training, Cash Handling Experience, Food, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Event Planning, Social Media, Sales, Public Speaking, Leadership
Education
Temple University - Fox School of Business and Management
Bachelor of Business Administration (B.B.A.), Human Resources Management/Personnel Administration, General
Andrew Wehr Andrew Wehr's eMoney Advisor Experience SalesLincoln Financial DistributorsApril 1999 - October 2006
Job Sales Executive at eMoney Advisor
Industry Financial Services
Experience
eMoney Advisor SalesLincoln Financial DistributorsApril 1999 - October 2006
Education
Slippery Rock University of Pennsylvania 1993 — 1997
eMoney Advisor SalesLincoln Financial DistributorsApril 1999 - October 2006
Education
Slippery Rock University of Pennsylvania 1993 — 1997
Carmen J. Bondra Jr.'s eMoney Advisor Experience June 2015 - Present
Job Software Engineer at eMoney Advisor
Industry Computer Software
Experience
eMoney Advisor June 2015 - Present
Perennial Funding LLC May 2013 - January 2014
Totaro's Restaurant August 2009 - January 2013
Totaro's Restaurant May 2009 - August 2010
Skills
C#, ASP.NET, Java, C++, SQL, CSS, AJAX, HTML, HTML 5, Visual Studio, French, JavaScript, Dreamweaver, CRM, MIPS, Assembly Language, Databases, Social Media, Customer Service
Education
Rochester Institute of Technology 2010 — 2015
Bachelor's Degree, Computer Science
Plymouth Whitemarsh High School 2004 — 2008
High School
eMoney Advisor June 2015 - Present
Perennial Funding LLC May 2013 - January 2014
Totaro's Restaurant August 2009 - January 2013
Totaro's Restaurant May 2009 - August 2010
Skills
C#, ASP.NET, Java, C++, SQL, CSS, AJAX, HTML, HTML 5, Visual Studio, French, JavaScript, Dreamweaver, CRM, MIPS, Assembly Language, Databases, Social Media, Customer Service
Education
Rochester Institute of Technology 2010 — 2015
Bachelor's Degree, Computer Science
Plymouth Whitemarsh High School 2004 — 2008
High School
Christopher Hershey Christopher Hershey's eMoney Advisor Experience January 2015 - Present
Job Financial Planning Analyst at eMoney Advisor
Industry Financial Services
Experience
eMoney Advisor January 2015 - Present
eMoney Advisor January 2014 - January 2015
World Communications Charter School 2012 - 2013
Centro De Desarrollo Integral de Arboledas 2011 - 2012
Skills
Tutoring, Lesson Planning, Financial Analysis, Customer Support, Financial Modeling, Microsoft Office, Sales, Customer Service, PowerPoint, Leadership, Event Planning, CRM
Education
Temple University 2013 — 2014
Certificate of Financial Planning, Financial Planning and Services
International Teacher Training Organization 2011 — 2011
Teaching English as a Foreign Language (TEFL) Certifiaction, Teaching English as a Second or Foreign Language/ESL Language Instructor, Professiona Certification
West Chester University of Pennsylvania 2007 — 2009
Bachelor of Arts (B.A.), History, Secondary Education
eMoney Advisor January 2015 - Present
eMoney Advisor January 2014 - January 2015
World Communications Charter School 2012 - 2013
Centro De Desarrollo Integral de Arboledas 2011 - 2012
Skills
Tutoring, Lesson Planning, Financial Analysis, Customer Support, Financial Modeling, Microsoft Office, Sales, Customer Service, PowerPoint, Leadership, Event Planning, CRM
Education
Temple University 2013 — 2014
Certificate of Financial Planning, Financial Planning and Services
International Teacher Training Organization 2011 — 2011
Teaching English as a Foreign Language (TEFL) Certifiaction, Teaching English as a Second or Foreign Language/ESL Language Instructor, Professiona Certification
West Chester University of Pennsylvania 2007 — 2009
Bachelor of Arts (B.A.), History, Secondary Education
Chrissy Cawley Chrissy Cawley's eMoney Advisor Experience November 2014 - Present
Job Creative Department Manager, eMoney Advisor: Leveraging Technology to Enhance the Advisor / Client Relationship
Industry Financial Services
Experience
eMoney Advisor November 2014 - Present
eMoney Advisor August 2007 - Present
University of Pennsylvania Health System October 2000 - February 2006
Skills
Account Management, Customer Service, Salesforce.com, Marketing, Business Development, Sales, Management, Insurance, Sales Management, Strategic Financial..., Retirement Planning, Strategic Planning, New Business Development, Microsoft Office, CRM, PowerPoint, Sales Process, Social Media, Training, Microsoft Excel, Team Building, Financial Planning, Analysis, Business Analysis, Customer Retention, Creative Strategy, Creative Solutions, Powerpo, Exce, Relationship Management, Business Relationship..., Finance, Financial Services, Leadership, Investments, Mutual Funds, Portfolio Management, Wealth Management, Project Management, Financial Analysis, Strategy, Asset Management, Social Media Marketing
Education
Temple University 2002 — 2007
Business Administration, Marketing
Temple University 2002 — 2006
Bachelor of Business Administration (B.B.A.), Business Management, Marketing, Real Estate Finance
eMoney Advisor November 2014 - Present
eMoney Advisor August 2007 - Present
University of Pennsylvania Health System October 2000 - February 2006
Skills
Account Management, Customer Service, Salesforce.com, Marketing, Business Development, Sales, Management, Insurance, Sales Management, Strategic Financial..., Retirement Planning, Strategic Planning, New Business Development, Microsoft Office, CRM, PowerPoint, Sales Process, Social Media, Training, Microsoft Excel, Team Building, Financial Planning, Analysis, Business Analysis, Customer Retention, Creative Strategy, Creative Solutions, Powerpo, Exce, Relationship Management, Business Relationship..., Finance, Financial Services, Leadership, Investments, Mutual Funds, Portfolio Management, Wealth Management, Project Management, Financial Analysis, Strategy, Asset Management, Social Media Marketing
Education
Temple University 2002 — 2007
Business Administration, Marketing
Temple University 2002 — 2006
Bachelor of Business Administration (B.B.A.), Business Management, Marketing, Real Estate Finance
Kyle Scheetz's eMoney Advisor Experience August 2015 - Present
Job Director of Client Engagement Analytics at eMoney Advisor
Industry Financial Services
Experience
eMoney Advisor August 2015 - Present
eMoney Advisor February 2014 - July 2015
eMoney Advisor July 2012 - February 2014
UBS Wealth Management June 2011 - August 2011
The Run Around January 2006 - August 2009
Skills
Microsoft Office, Bloomberg, SAP, Capital IQ, Windows XP Pro, Internet, Email, PowerPoint, Marketing, Financial Analysis, Leadership, Sales, Microsoft Word, Finance, Investments, Social Media, Social Networking, Series 63, Blogging, Customer Service, Microsoft Excel
Education
University of Scranton 2008 — 2012
Bachelor's degree
La Salle College High School 2004 — 2008
eMoney Advisor August 2015 - Present
eMoney Advisor February 2014 - July 2015
eMoney Advisor July 2012 - February 2014
UBS Wealth Management June 2011 - August 2011
The Run Around January 2006 - August 2009
Skills
Microsoft Office, Bloomberg, SAP, Capital IQ, Windows XP Pro, Internet, Email, PowerPoint, Marketing, Financial Analysis, Leadership, Sales, Microsoft Word, Finance, Investments, Social Media, Social Networking, Series 63, Blogging, Customer Service, Microsoft Excel
Education
University of Scranton 2008 — 2012
Bachelor's degree
La Salle College High School 2004 — 2008
Julie Jarrett's eMoney Advisor Experience August 2014 - March 2015
Job UX Designer at Comcast
Industry Design
Experience
Comcast March 2015 - Present
eMoney Advisor August 2014 - March 2015
AWeber Communications, Inc. September 2011 - August 2014
Soho 20 Gallery May 2009 - January 2010
Brodsky Center for Innovative Editions January 2009 - June 2009
Skills
User Interface Design, Email Marketing, User Experience, Web Design, Illustrator, Facebook, CSS, Blogging, Graphic Design, WordPress, Photoshop, Adobe Creative Suite, HTML, Logo Design, InDesign
Education
Philadelphia University 2012 — 2015
Master of Science (M.S.), Interactive Design and Media
Rutgers University-New Brunswick 2005 — 2010
BFA, Printmaking, Painting
Comcast March 2015 - Present
eMoney Advisor August 2014 - March 2015
AWeber Communications, Inc. September 2011 - August 2014
Soho 20 Gallery May 2009 - January 2010
Brodsky Center for Innovative Editions January 2009 - June 2009
Skills
User Interface Design, Email Marketing, User Experience, Web Design, Illustrator, Facebook, CSS, Blogging, Graphic Design, WordPress, Photoshop, Adobe Creative Suite, HTML, Logo Design, InDesign
Education
Philadelphia University 2012 — 2015
Master of Science (M.S.), Interactive Design and Media
Rutgers University-New Brunswick 2005 — 2010
BFA, Printmaking, Painting
Alex Faust's eMoney Advisor Experience May 2013 - August 2013
Job Man of All Trades at Gazelles Growth Institute
Industry E-Learning
Experience
Gazelles Growth Institute August 2014 - Present
Gazelles Growth Institute August 2014 - January 2015
One Source Networks September 2013 - December 2013
Visit Philadelphia™ (formerly known as Greater Philadelphia Tourism Marketing Corporation) May 2013 - August 2013
eMoney Advisor May 2013 - August 2013
Vipers Lacrosse Club February 2012 - May 2013
AT&T Executive Education and Conference Center April 2012 - August 2012
River Place Country Club May 2011 - April 2012
Skills
Leadership, Marketing, Facebook, Teamwork, Marketing Automation, CRM, Sales, Sales Process, Customer Service, Web Design, Zendesk, Food & Beverage, Hospitality, Hotels, Hootsuite, Google Analytics, Athletic Coaching, Microsoft Office, Twitter, Advertising
Education
The University of Texas at Austin 2010 — 2014
Bachelor of Business Administration (B.B.A.), Marketing and Finance
Università Commerciale 'Luigi Bocconi' 2014 — 2014
Bachelor's Degree, Business Administration
Upper Dublin High School
Gazelles Growth Institute August 2014 - Present
Gazelles Growth Institute August 2014 - January 2015
One Source Networks September 2013 - December 2013
Visit Philadelphia™ (formerly known as Greater Philadelphia Tourism Marketing Corporation) May 2013 - August 2013
eMoney Advisor May 2013 - August 2013
Vipers Lacrosse Club February 2012 - May 2013
AT&T Executive Education and Conference Center April 2012 - August 2012
River Place Country Club May 2011 - April 2012
Skills
Leadership, Marketing, Facebook, Teamwork, Marketing Automation, CRM, Sales, Sales Process, Customer Service, Web Design, Zendesk, Food & Beverage, Hospitality, Hotels, Hootsuite, Google Analytics, Athletic Coaching, Microsoft Office, Twitter, Advertising
Education
The University of Texas at Austin 2010 — 2014
Bachelor of Business Administration (B.B.A.), Marketing and Finance
Università Commerciale 'Luigi Bocconi' 2014 — 2014
Bachelor's Degree, Business Administration
Upper Dublin High School
Josh Kodroff Josh Kodroff's eMoney Advisor Experience June 2015 - Present
Job Senior Software Engineer at eMoney Advisor
Industry Internet
Experience
eMoney Advisor June 2015 - Present
WebLinc October 2009 - June 2015
PyraMED Health Systems November 2007 - October 2009
United BioSource Corporation October 2005 - October 2007
Jacquette Consulting March 2004 - October 2005
Skills
Domain Driven Design, Service Oriented..., Web Development, C#, ASP.NET MVC, JavaScript, CSS, jQuery, Git, SOA, Test Driven Development, Agile Methodologies, Software Development, User Interface Design, NServiceBus, Software Architectural..., SASS
Education
Penn State University 1997 — 2001
Bachelor of Science (BS), Computer Science
Penn State University
BS Computer Science
eMoney Advisor June 2015 - Present
WebLinc October 2009 - June 2015
PyraMED Health Systems November 2007 - October 2009
United BioSource Corporation October 2005 - October 2007
Jacquette Consulting March 2004 - October 2005
Skills
Domain Driven Design, Service Oriented..., Web Development, C#, ASP.NET MVC, JavaScript, CSS, jQuery, Git, SOA, Test Driven Development, Agile Methodologies, Software Development, User Interface Design, NServiceBus, Software Architectural..., SASS
Education
Penn State University 1997 — 2001
Bachelor of Science (BS), Computer Science
Penn State University
BS Computer Science
Jay Michael Gloede Jay Michael Gloede's eMoney Advisor Experience September 2014 - Present
Job Chief of Staff
Industry Financial Services
Experience
eMoney Advisor. Leveraging Technology to Enhance the Advisor / Client Relationship September 2014 - Present
eMoney Advisor September 2014 - Present
SCA Americas July 2008 - September 2014
The MandMarblestone Group August 2005 - July 2008
AECOM January 2001 - April 2005
Greenman-Pedersen, Inc. September 1992 - December 2001
Skills
Excel, Quicken, Word, Vendor Relations, Microsoft Office, Accounts Receivable, Administration, PowerPoint, Customer Service, Accounts Payable, Outlook, Microsoft Excel, Microsoft Word, Process Improvement, Office Management, Employee Relations, Management, Negotiation, Payroll, Human Resources, Contract Management, Budgets, Training, Employee Benefits, Logistics, Purchasing, Team Building, Sales, Project Planning, Procurement, System Administration, Organizational..., Forecasting, Change Management, Accounting, Performance Management, Interviews, SAP, Account Management, Strategic Planning, Recruiting, Team Leadership, Finance, Leadership, Inventory Management, Cross-functional Team..., Benefits Administration, Proposal Writing, Pricing, Analysis
Education
University of Maryland University College 2001 — 2005
BS
eMoney Advisor. Leveraging Technology to Enhance the Advisor / Client Relationship September 2014 - Present
eMoney Advisor September 2014 - Present
SCA Americas July 2008 - September 2014
The MandMarblestone Group August 2005 - July 2008
AECOM January 2001 - April 2005
Greenman-Pedersen, Inc. September 1992 - December 2001
Skills
Excel, Quicken, Word, Vendor Relations, Microsoft Office, Accounts Receivable, Administration, PowerPoint, Customer Service, Accounts Payable, Outlook, Microsoft Excel, Microsoft Word, Process Improvement, Office Management, Employee Relations, Management, Negotiation, Payroll, Human Resources, Contract Management, Budgets, Training, Employee Benefits, Logistics, Purchasing, Team Building, Sales, Project Planning, Procurement, System Administration, Organizational..., Forecasting, Change Management, Accounting, Performance Management, Interviews, SAP, Account Management, Strategic Planning, Recruiting, Team Leadership, Finance, Leadership, Inventory Management, Cross-functional Team..., Benefits Administration, Proposal Writing, Pricing, Analysis
Education
University of Maryland University College 2001 — 2005
BS
Brett Tharp Brett Tharp's eMoney Advisor Experience October 2012 - Present
Job Client Support Specialist at eMoney Advisor: Leveraging Technology to Enhance the Advisor / Client Relationship
Industry Financial Services
Experience
eMoney Advisor October 2012 - Present
Fairmount Soccer Association 2009 - Present
Eastern Research Services July 2009 - March 2012
Aon September 2008 - July 2009
Creative Financial Group November 2006 - August 2008
Skills
Excel, PowerPoint, Customer Relations, Word, Account Management, New Business Development, Data Collection, Sales Prospecting, Accounting, Financial Analysis, Business Relationship..., Customer Service, Insurance Policies, Revenue Forecasting, Entrepreneurship, B2B, Marketing Strategy, Marketing Research, Quantitative Research, Survey Research, Strategic Financial...
Education
Temple University 2014 — 2015
Certificate in Financial Planning (CFP) Program
The University of Connecticut School of Business 2002 — 2006
Finance
eMoney Advisor October 2012 - Present
Fairmount Soccer Association 2009 - Present
Eastern Research Services July 2009 - March 2012
Aon September 2008 - July 2009
Creative Financial Group November 2006 - August 2008
Skills
Excel, PowerPoint, Customer Relations, Word, Account Management, New Business Development, Data Collection, Sales Prospecting, Accounting, Financial Analysis, Business Relationship..., Customer Service, Insurance Policies, Revenue Forecasting, Entrepreneurship, B2B, Marketing Strategy, Marketing Research, Quantitative Research, Survey Research, Strategic Financial...
Education
Temple University 2014 — 2015
Certificate in Financial Planning (CFP) Program
The University of Connecticut School of Business 2002 — 2006
Finance
Daniel Brady, CFP®, CLU® Daniel Brady, CFP®, CLU®'s eMoney Advisor Experience March 2010 - August 2013
Job Independent Financial Consultant
Industry Financial Services
Experience
Planning Capital Management September 2013 - Present
eMoney Advisor March 2010 - August 2013
Skills
Strategic Financial..., Investments, Retirement Planning, Wealth Management, Analysis, Financial Planning, Financial Advisory, Insurance, Retirement, Estate Planning, Asset Allocation, Portfolio Management, Mutual Funds, Certified Financial..., Fixed Annuities, Investment Advisory, Finance
Education
Saint Joseph's University 2005 — 2009
Bachelor's Degree, Economics and Finance
Newton High School 2001 — 2005
Planning Capital Management September 2013 - Present
eMoney Advisor March 2010 - August 2013
Skills
Strategic Financial..., Investments, Retirement Planning, Wealth Management, Analysis, Financial Planning, Financial Advisory, Insurance, Retirement, Estate Planning, Asset Allocation, Portfolio Management, Mutual Funds, Certified Financial..., Fixed Annuities, Investment Advisory, Finance
Education
Saint Joseph's University 2005 — 2009
Bachelor's Degree, Economics and Finance
Newton High School 2001 — 2005
Leah Martinson Leah Martinson's eMoney Advisor Experience November 2013 - Present
Job Team Lead and Lead Trainer at eMoney Advisor LLC
Industry Marketing and Advertising
Experience
eMoney Advisor November 2013 - Present
BEAST Incorporated September 2010 - September 2013
Consolidated Green Services June 2010 - June 2011
Majestic Athletic June 2009 - August 2009
Kohl's Department Stores June 2008 - August 2008
Skills
Blogging, Marketing, Advertising, Leadership, Marketing Communications, Social Media, Sales, Training, Management, Interviews, B2B, Cold Calling, Retail, Social Networking, Social Media Marketing
Education
Penn State University 2006 — 2010
International Relations, Marketing
The International Education of Students University
eMoney Advisor November 2013 - Present
BEAST Incorporated September 2010 - September 2013
Consolidated Green Services June 2010 - June 2011
Majestic Athletic June 2009 - August 2009
Kohl's Department Stores June 2008 - August 2008
Skills
Blogging, Marketing, Advertising, Leadership, Marketing Communications, Social Media, Sales, Training, Management, Interviews, B2B, Cold Calling, Retail, Social Networking, Social Media Marketing
Education
Penn State University 2006 — 2010
International Relations, Marketing
The International Education of Students University
Paige Hill Paige Hill's eMoney Advisor Experience June 2015 - Present
Job Communications Specialist and Social Media Strategist at eMoney Advisor
Industry Financial Services
Experience
eMoney Advisor June 2015 - Present
eMoney Advisor June 2014 - Present
Inside Lacrosse September 2013 - December 2013
eMoney Advisor June 2013 - August 2013
Towson University Athletic Department August 2012 - October 2012
Skills
Event Planning, Social Networking, Sales, Social Media Marketing, Time Management, Social Media, Lead Generation, Microsoft Office, PowerPoint, Team Leadership, Marketing, Leadership, Small Group..., Training Sessions, Email Marketing, Microsoft Excel, Customer Service, Facebook, Advertising
Education
Towson University 2010 — 2014
Bachelor of Arts (BA), Communication Studies
Bishop Shanahan High School 2006 — 2010
eMoney Advisor June 2015 - Present
eMoney Advisor June 2014 - Present
Inside Lacrosse September 2013 - December 2013
eMoney Advisor June 2013 - August 2013
Towson University Athletic Department August 2012 - October 2012
Skills
Event Planning, Social Networking, Sales, Social Media Marketing, Time Management, Social Media, Lead Generation, Microsoft Office, PowerPoint, Team Leadership, Marketing, Leadership, Small Group..., Training Sessions, Email Marketing, Microsoft Excel, Customer Service, Facebook, Advertising
Education
Towson University 2010 — 2014
Bachelor of Arts (BA), Communication Studies
Bishop Shanahan High School 2006 — 2010
Amy Rodriguez's eMoney Advisor Experience December 2013 - April 2015
Job Regional Account Executive at S. Walter Packaging
Industry Packaging and Containers
Experience
S. Walter Packaging April 2015 - Present
eMoney Advisor December 2013 - April 2015
Herbal Water Inc. November 2012 - May 2013
The Doc's Place May 2012 - August 2012
Acme Markets May 2010 - August 2010
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Google Docs, PowerPoint, Facebook Marketing, Twitter, Outlook, Customer Service, NopCommerce, Marketing, Social Media Marketing, Event Planning, Sales, Time Management, Social Media, Leadership, Management, Social Networking
Education
Saint Joseph's University 2008 — 2012
Bachelor of Science (B.S.), Food Marketing
Garnet Valley High School
Garnet Valley High School
S. Walter Packaging April 2015 - Present
eMoney Advisor December 2013 - April 2015
Herbal Water Inc. November 2012 - May 2013
The Doc's Place May 2012 - August 2012
Acme Markets May 2010 - August 2010
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Google Docs, PowerPoint, Facebook Marketing, Twitter, Outlook, Customer Service, NopCommerce, Marketing, Social Media Marketing, Event Planning, Sales, Time Management, Social Media, Leadership, Management, Social Networking
Education
Saint Joseph's University 2008 — 2012
Bachelor of Science (B.S.), Food Marketing
Garnet Valley High School
Garnet Valley High School
Spencer Long Spencer Long's eMoney Advisor Experience June 2013 - August 2013
Job Model at Reinhard Model and Talent Agency
Industry Apparel & Fashion
Experience
Reinhard Model and Talent Agency October 2012 - Present
eMoney Advisor June 2013 - August 2013
Whitemarsh Boat Club June 2012 - August 2012
Skills
Team Leadership, Tenacious Work Ethic, Problem Solving, Fashion, Fashion Styling, Microsoft Word, Microsoft Excel
Education
Temple University 2013 — 2017
Haverford Senior High School 2009 — 2013
High School Diploma
Reinhard Model and Talent Agency October 2012 - Present
eMoney Advisor June 2013 - August 2013
Whitemarsh Boat Club June 2012 - August 2012
Skills
Team Leadership, Tenacious Work Ethic, Problem Solving, Fashion, Fashion Styling, Microsoft Word, Microsoft Excel
Education
Temple University 2013 — 2017
Haverford Senior High School 2009 — 2013
High School Diploma
Brad Frey Brad Frey's eMoney Advisor Experience April 2014 - Present
Job Regional Sales Manager Midwest
Industry Financial Services
Experience
eMoney Advisor April 2014 - Present
eMoney Advisor January 2012 - April 2014
Western & Southern Financial Group January 2008 - December 2011
Western & Southern Financial Group January 2008 - December 2011
JetTrade, Inc August 2003 - January 2008
Billy Casper Golf Management January 2003 - August 2003
Kemper Sports Management January 1999 - January 2002
Skills
Strategic Financial..., Software Solution Sales, Variable Annuities, Fixed Annuities, Annuity Sales, Golf Course Management, Golf Instruction, Customer Support, Series 63, 401k, Financial Services, Customer Service,..., Mutual Funds, Retirement Planning
Education
PGA of America
Purcell Marian High School 1989 — 1993
University of Cincinnati
Business Marketing
eMoney Advisor April 2014 - Present
eMoney Advisor January 2012 - April 2014
Western & Southern Financial Group January 2008 - December 2011
Western & Southern Financial Group January 2008 - December 2011
JetTrade, Inc August 2003 - January 2008
Billy Casper Golf Management January 2003 - August 2003
Kemper Sports Management January 1999 - January 2002
Skills
Strategic Financial..., Software Solution Sales, Variable Annuities, Fixed Annuities, Annuity Sales, Golf Course Management, Golf Instruction, Customer Support, Series 63, 401k, Financial Services, Customer Service,..., Mutual Funds, Retirement Planning
Education
PGA of America
Purcell Marian High School 1989 — 1993
University of Cincinnati
Business Marketing
Tricia Maziarz Tricia Maziarz's eMoney Advisor Experience December 2013 - Present
Job Relationship Manager at eMoney Advisor Leveraging Technology to Enhance the Advisor / Client Relationsh
Industry Management Consulting
Experience
eMoney Advisor December 2013 - Present
McFadden's at Citizens Bank Park 2007 - Present
Skills
Relationship Management, Sales, Leadership, Marketing, Event Management, Customer Satisfaction, Outlook, Social Networking, Insurance, Hospitality, Customer Service, Event Planning, Finance, Public Relations, Financial Advisory, Recruiting, Strategic Planning, Public Speaking, Human Resources, Training, Data Entry, Marketing Research, Management, Budgets, Email Marketing, Wealth Management, Team Leadership, Inventory Management, Team Building, Business Planning, Account Management, PowerPoint, Microsoft Office, Business Development, Team Management, Teamwork, Microsoft Word, Research, Analysis, CRM, Administration, Data Analysis, Employee Relations, Microsoft Excel, Leadership Development, Financial Planners, Social Media Marketing, Investments
Education
Temple University 2010 — 2013
Bachelors of Arts, Communication, General, International Business
eMoney Advisor December 2013 - Present
McFadden's at Citizens Bank Park 2007 - Present
Skills
Relationship Management, Sales, Leadership, Marketing, Event Management, Customer Satisfaction, Outlook, Social Networking, Insurance, Hospitality, Customer Service, Event Planning, Finance, Public Relations, Financial Advisory, Recruiting, Strategic Planning, Public Speaking, Human Resources, Training, Data Entry, Marketing Research, Management, Budgets, Email Marketing, Wealth Management, Team Leadership, Inventory Management, Team Building, Business Planning, Account Management, PowerPoint, Microsoft Office, Business Development, Team Management, Teamwork, Microsoft Word, Research, Analysis, CRM, Administration, Data Analysis, Employee Relations, Microsoft Excel, Leadership Development, Financial Planners, Social Media Marketing, Investments
Education
Temple University 2010 — 2013
Bachelors of Arts, Communication, General, International Business
Larry Romano Larry Romano's eMoney Advisor Experience June 2012 - Present
Job Regional Sales Manager Mid Atlantic Providing Advisors with the Ultimate 21st Century Client Deliverable
Industry Financial Services
Experience
eMoney Advisor June 2012 - Present
Prudential Financial January 2009 - December 2009
Lincoln Financial Distributors 2004 - 2009
Skills
Fixed Annuities, Series 63, Mutual Funds, Wealth Management, Retirement, Retirement Planning, Financial Planners, Software, Series 7, Series 6, Variable Annuities, Territory Account..., Sales, Investments, Management, Financial Services, Securities, Marketing Communications, Insurance, Asset Allocation, Relationship Management, 401k, Investment Strategies, Strategic Financial..., Alternative Investments, Financial Planning
Education
St. Joseph's University 1991 — 1995
Bachelor's Degree, Psychology
St. Joseph's Prep 1986 — 1990
High School
eMoney Advisor June 2012 - Present
Prudential Financial January 2009 - December 2009
Lincoln Financial Distributors 2004 - 2009
Skills
Fixed Annuities, Series 63, Mutual Funds, Wealth Management, Retirement, Retirement Planning, Financial Planners, Software, Series 7, Series 6, Variable Annuities, Territory Account..., Sales, Investments, Management, Financial Services, Securities, Marketing Communications, Insurance, Asset Allocation, Relationship Management, 401k, Investment Strategies, Strategic Financial..., Alternative Investments, Financial Planning
Education
St. Joseph's University 1991 — 1995
Bachelor's Degree, Psychology
St. Joseph's Prep 1986 — 1990
High School
Vicki Boykis Vicki Boykis's eMoney Advisor Experience May 2014 - Present
Job Data Scientist at eMoney Advisor
Industry Financial Services
Experience
eMoney Advisor May 2014 - Present
Temple University 2011 - Present
Girl Develop It December 2013 - Present
Self Employed August 2007 - Present
Comcast August 2011 - May 2014
Worldgate, llc October 2010 - August 2011
IHS Global Insight October 2008 - October 2010
Global Insight November 2007 - October 2008
Mercer Human Resource Consulting June 2007 - August 2007
Bank Hapoalim June 2006 - August 2006
Skills
SAS, Data Analysis, Research, Microsoft Excel, Data Mining, Consulting, Microsoft Office, Economics, Access, Econometrics, SQL, Big Data, Splunk, Freelance Writing, Analytics, Statistics, Market Research, Social Media, Strategic Planning, Tableau, Toad, Hadoop, Blogging, Bilingual, Wireframes, Photoshop, Wordpress, Thesis theme, Data Science, Exploratory Data..., Analysis, VBA, Editing, Start-ups, Visio, Agile Methodologies, Technical Writing, User Experience, WordPress, Statistical Modeling, Business Strategy
Education
Temple University 2012 — 2015
Master of Business Administration (M.B.A.)
Penn State University 2004 — 2007
BS, Economics
eMoney Advisor May 2014 - Present
Temple University 2011 - Present
Girl Develop It December 2013 - Present
Self Employed August 2007 - Present
Comcast August 2011 - May 2014
Worldgate, llc October 2010 - August 2011
IHS Global Insight October 2008 - October 2010
Global Insight November 2007 - October 2008
Mercer Human Resource Consulting June 2007 - August 2007
Bank Hapoalim June 2006 - August 2006
Skills
SAS, Data Analysis, Research, Microsoft Excel, Data Mining, Consulting, Microsoft Office, Economics, Access, Econometrics, SQL, Big Data, Splunk, Freelance Writing, Analytics, Statistics, Market Research, Social Media, Strategic Planning, Tableau, Toad, Hadoop, Blogging, Bilingual, Wireframes, Photoshop, Wordpress, Thesis theme, Data Science, Exploratory Data..., Analysis, VBA, Editing, Start-ups, Visio, Agile Methodologies, Technical Writing, User Experience, WordPress, Statistical Modeling, Business Strategy
Education
Temple University 2012 — 2015
Master of Business Administration (M.B.A.)
Penn State University 2004 — 2007
BS, Economics
Larry Shumbres Larry Shumbres's eMoney Advisor Experience June 2013 - July 2014
Job Vice President for SmartVision, Institutional Intelligence for Financial Advisors
Industry Financial Services
Experience
eVestment October 2014 - Present
eMoney Advisor June 2013 - July 2014
Schwab Institutional July 2011 - June 2013
Morningstar February 2010 - July 2011
Multi-Funds, Inc. January 2008 - February 2010
New York Life & MainStay Investments March 2006 - June 2007
Skills
Investments, Portfolio Management, Mutual Funds, Financial Services, Asset Allocation, Financial Advisory, Series 63, Alternative Investments, Wealth Management, Strategic Financial..., Series 7, Relationship Management, Management, Business Development, ETFs, Financial Planning
Education
University of Pittsburgh 1992 — 1997
BA, Pre-Law
eVestment October 2014 - Present
eMoney Advisor June 2013 - July 2014
Schwab Institutional July 2011 - June 2013
Morningstar February 2010 - July 2011
Multi-Funds, Inc. January 2008 - February 2010
New York Life & MainStay Investments March 2006 - June 2007
Skills
Investments, Portfolio Management, Mutual Funds, Financial Services, Asset Allocation, Financial Advisory, Series 63, Alternative Investments, Wealth Management, Strategic Financial..., Series 7, Relationship Management, Management, Business Development, ETFs, Financial Planning
Education
University of Pittsburgh 1992 — 1997
BA, Pre-Law
Mason Burns Mason Burns's eMoney Advisor Experience June 2015 - Present
Job Client Support Specialist at eMoney Advisor
Industry Financial Services
Experience
eMoney Advisor June 2015 - Present
Stratford Court Cafe January 2014 - May 2015
Red Seven Wealth Management May 2014 - August 2014
Skaja, Daniels, Lister & Permito, LLP May 2014 - August 2014
Jamba Juice August 2011 - August 2013
Five Guys Burgers and Fries May 2011 - August 2011
Skills
Team Management, Communication, Community Engagement, Customer Service, Time Management, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Teamwork, Food Service, Inventory Management, Cashiering, Leadership, Team Leadership, Restaurants, Food & Beverage, Retail, Customer Satisfaction, Data Entry, Social Media, Event Planning, Management, Public Speaking
Education
San Diego State University-California State University 2013 — 2015
Bachelor's Degree, Business Administration - Finance
La Costa Canyon High School 2007 — 2011
eMoney Advisor June 2015 - Present
Stratford Court Cafe January 2014 - May 2015
Red Seven Wealth Management May 2014 - August 2014
Skaja, Daniels, Lister & Permito, LLP May 2014 - August 2014
Jamba Juice August 2011 - August 2013
Five Guys Burgers and Fries May 2011 - August 2011
Skills
Team Management, Communication, Community Engagement, Customer Service, Time Management, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Teamwork, Food Service, Inventory Management, Cashiering, Leadership, Team Leadership, Restaurants, Food & Beverage, Retail, Customer Satisfaction, Data Entry, Social Media, Event Planning, Management, Public Speaking
Education
San Diego State University-California State University 2013 — 2015
Bachelor's Degree, Business Administration - Finance
La Costa Canyon High School 2007 — 2011
Nick Dell'Osa Nick Dell'Osa's eMoney Advisor Experience May 2014 - August 2014
Job Application Developer (Intern) at JPMorgan Chase & Co.
Industry Computer Software
Experience
JPMorgan Chase & Co. May 2015 - Present
Temple University October 2014 - May 2015
eMoney Advisor May 2014 - August 2014
Skills
SQL, JavaScript, HTML, Software Engineering, Agile Methodologies, C++, Microsoft SQL Server, C, Linux, Oracle Database, Oracle SQL Developer, ASP.NET, C#, jQuery, jQuery UI, NetBeans, Eclipse, Visual Studio, Java
Education
Temple University 2013 — 2017
Bachelor of Science (B.S.), Computer Science
JPMorgan Chase & Co. May 2015 - Present
Temple University October 2014 - May 2015
eMoney Advisor May 2014 - August 2014
Skills
SQL, JavaScript, HTML, Software Engineering, Agile Methodologies, C++, Microsoft SQL Server, C, Linux, Oracle Database, Oracle SQL Developer, ASP.NET, C#, jQuery, jQuery UI, NetBeans, Eclipse, Visual Studio, Java
Education
Temple University 2013 — 2017
Bachelor of Science (B.S.), Computer Science
Stephen Battaglia's eMoney Advisor Experience May 2012 - August 2012
Job Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2015 - Present
SEI March 2014 - December 2014
SEI August 2012 - March 2014
eMoney Advisor May 2012 - August 2012
eMoney Advisor June 2009 - May 2012
Pannain Law Studio (Rome, Italy) January 2011 - March 2011
Target September 2007 - January 2010
Skills
Dreamweaver, Italian, Microsoft Office, Customer Relations, German, Customer Retention, Adobe Creative Suite, Customer Service, Photoshop, Data Entry, Google Apps, Google Analytics, Constant Contact, Microsoft Dynamics, CRM, Analysis, Time Management, Social Media, Microsoft Excel, Management, Sales, PowerPoint, Marketing, Access, Leadership, Microsoft Word
Education
Temple University - Fox School of Business and Management 2008 — 2012
B.S., International Business and Marketing
Temple University Rome '11 2011 — 2011
International Business and Marketing
Morgan Stanley January 2015 - Present
SEI March 2014 - December 2014
SEI August 2012 - March 2014
eMoney Advisor May 2012 - August 2012
eMoney Advisor June 2009 - May 2012
Pannain Law Studio (Rome, Italy) January 2011 - March 2011
Target September 2007 - January 2010
Skills
Dreamweaver, Italian, Microsoft Office, Customer Relations, German, Customer Retention, Adobe Creative Suite, Customer Service, Photoshop, Data Entry, Google Apps, Google Analytics, Constant Contact, Microsoft Dynamics, CRM, Analysis, Time Management, Social Media, Microsoft Excel, Management, Sales, PowerPoint, Marketing, Access, Leadership, Microsoft Word
Education
Temple University - Fox School of Business and Management 2008 — 2012
B.S., International Business and Marketing
Temple University Rome '11 2011 — 2011
International Business and Marketing
Adam Correa Adam Correa's eMoney Advisor Experience June 2015 - Present
Job Client Support Specialist at eMoney Advisor
Industry Financial Services
Experience
eMoney Advisor June 2015 - Present
CFG Wealth Management September 2014 - January 2015
Carmel Partners September 2013 - July 2014
Small Venture Entrepreneurship September 2007 - August 2011
Skills
Sales, Social Media, Microsoft Word, PowerPoint, Customer Service, Microsoft Excel, Budgets, Microsoft Office, Marketing, Research, Public Speaking, Teamwork, Photoshop, English, Leasing, Entrepreneurship, Team Leadership, Social Networking
Education
San Diego State University-California State University 2011 — 2015
Bachelor of Applied Science (BASc), Finance and Financial Services, Senior
University of Oxford
International Politics
eMoney Advisor June 2015 - Present
CFG Wealth Management September 2014 - January 2015
Carmel Partners September 2013 - July 2014
Small Venture Entrepreneurship September 2007 - August 2011
Skills
Sales, Social Media, Microsoft Word, PowerPoint, Customer Service, Microsoft Excel, Budgets, Microsoft Office, Marketing, Research, Public Speaking, Teamwork, Photoshop, English, Leasing, Entrepreneurship, Team Leadership, Social Networking
Education
San Diego State University-California State University 2011 — 2015
Bachelor of Applied Science (BASc), Finance and Financial Services, Senior
University of Oxford
International Politics
Brian Mapes Brian Mapes's eMoney Advisor Experience April 2015 - Present
Job Software Engineer at eMoney Advisor
Industry Computer Software
Experience
eMoney Advisor April 2015 - Present
ABB July 2006 - March 2015
Skills
C#, ASP.NET, Visual Studio, Microsoft SQL Server, T-SQL, .NET, Oracle, TFS, Web Services, AJAX, ASP.NET AJAX, SQL, Agile Methodologies, Software Design, Software Development, Web Development, HTML, CSS, SASS, JavaScript, XML, Scrum, PL/SQL, Web Applications, JSON, Software Deployment, jQuery, IIS
Education
University of Delaware 2001 — 2006
BS Information Systems, Information Systems
eMoney Advisor April 2015 - Present
ABB July 2006 - March 2015
Skills
C#, ASP.NET, Visual Studio, Microsoft SQL Server, T-SQL, .NET, Oracle, TFS, Web Services, AJAX, ASP.NET AJAX, SQL, Agile Methodologies, Software Design, Software Development, Web Development, HTML, CSS, SASS, JavaScript, XML, Scrum, PL/SQL, Web Applications, JSON, Software Deployment, jQuery, IIS
Education
University of Delaware 2001 — 2006
BS Information Systems, Information Systems
Amanda Singleton Amanda Singleton's eMoney Advisor Experience November 2008 - April 2010
Job Creative Lead at SmartBug Media
Industry Design
Experience
SmartBug Media July 2014 - Present
Freelance April 2012 - July 2014
digital-telepathy March 2013 - March 2014
Fisher Interactive Network May 2010 - April 2012
eMoney Advisor November 2008 - April 2010
The Media and Marketing Group May 2007 - November 2008
Metrocorp Publishing March 2006 - April 2007
Skills
Graphic Design, Flash, Typography, Photoshop, User Interface Design, Web Design, Adobe Creative Suite, Dreamweaver, Illustrator, Interaction Design, HTML, CSS, User Experience, Brochures, Logo Design, Advertising, Layout, Graphics
Education
The University of the Arts 2001 — 2005
BFA, Graphic Design
SmartBug Media July 2014 - Present
Freelance April 2012 - July 2014
digital-telepathy March 2013 - March 2014
Fisher Interactive Network May 2010 - April 2012
eMoney Advisor November 2008 - April 2010
The Media and Marketing Group May 2007 - November 2008
Metrocorp Publishing March 2006 - April 2007
Skills
Graphic Design, Flash, Typography, Photoshop, User Interface Design, Web Design, Adobe Creative Suite, Dreamweaver, Illustrator, Interaction Design, HTML, CSS, User Experience, Brochures, Logo Design, Advertising, Layout, Graphics
Education
The University of the Arts 2001 — 2005
BFA, Graphic Design
Brian Brinkmann Brian Brinkmann's eMoney Advisor Experience December 2014 - July 2015
Job Account Development at ServiceNow – The Enterprise Cloud Company
Industry Information Technology and Services
Experience
ServiceNow – The Enterprise Cloud Company August 2015 - Present
eMoney Advisor December 2014 - July 2015
eMoney Advisor November 2013 - November 2014
NBC News May 2012 - August 2012
Skills
Relationship Management, Account Management, Leadership, Microsoft Excel, Salesforce.com, Customer Service, Insurance, Cold Calling, Sales Process, Microsoft Office, Social Media, PowerPoint, Sales
Education
Saint Joseph's University 2011 — 2013
Bachelor of Arts (BA), Political Science and Government
United States Naval Academy 2008 — 2010
ServiceNow – The Enterprise Cloud Company August 2015 - Present
eMoney Advisor December 2014 - July 2015
eMoney Advisor November 2013 - November 2014
NBC News May 2012 - August 2012
Skills
Relationship Management, Account Management, Leadership, Microsoft Excel, Salesforce.com, Customer Service, Insurance, Cold Calling, Sales Process, Microsoft Office, Social Media, PowerPoint, Sales
Education
Saint Joseph's University 2011 — 2013
Bachelor of Arts (BA), Political Science and Government
United States Naval Academy 2008 — 2010
Timothy Nakajima Timothy Nakajima's eMoney Advisor Experience July 2015 - Present
Job eMoney Advisor
Industry Financial Services
Experience
eMoney Advisor July 2015 - Present
Villanova University September 2013 - May 2015
Ed Snider Youth Hockey Foundation June 2011 - September 2012
Skills
Marketing, Social Media, Hockey, Sponsorship, Sports, Sports Management, Sports Marketing, Time Management, Editing, Email Marketing, Research, Social Networking, Event Planning, Beauty Industry, Financial Modeling, Organizational Agility, High Yield Bonds, Smoke Detectors, Rockets, Wheels, Time Value of Money, Email Strategy
Education
Villanova University School of Law 2012 — 2015
Rutgers, The State University of New Jersey-New Brunswick 2007 — 2011
eMoney Advisor July 2015 - Present
Villanova University September 2013 - May 2015
Ed Snider Youth Hockey Foundation June 2011 - September 2012
Skills
Marketing, Social Media, Hockey, Sponsorship, Sports, Sports Management, Sports Marketing, Time Management, Editing, Email Marketing, Research, Social Networking, Event Planning, Beauty Industry, Financial Modeling, Organizational Agility, High Yield Bonds, Smoke Detectors, Rockets, Wheels, Time Value of Money, Email Strategy
Education
Villanova University School of Law 2012 — 2015
Rutgers, The State University of New Jersey-New Brunswick 2007 — 2011
Tim O'Rourke Tim O'Rourke's eMoney Advisor Experience June 2015 - Present
Job Client Engagement at eMoney Advisor
Industry Financial Services
Experience
eMoney Advisor June 2015 - Present
Eagle Energy Brokers, LLC June 2014 - August 2014
RX Professional Transcription Services June 2013 - August 2013
Skills
Communication Skills, Sales, Public Speaking, PowerPoint, Leadership, Teamwork, Time Management, Social Networking, Communication, Microsoft Excel, Microsoft Office, Microsoft Word, Marketing
Education
University of Scranton 2011 — 2015
Bachelor's Degree, Business Management, Senior
St. Joseph's Prep
High School
eMoney Advisor June 2015 - Present
Eagle Energy Brokers, LLC June 2014 - August 2014
RX Professional Transcription Services June 2013 - August 2013
Skills
Communication Skills, Sales, Public Speaking, PowerPoint, Leadership, Teamwork, Time Management, Social Networking, Communication, Microsoft Excel, Microsoft Office, Microsoft Word, Marketing
Education
University of Scranton 2011 — 2015
Bachelor's Degree, Business Management, Senior
St. Joseph's Prep
High School
Kellie Kasper Kellie Kasper's eMoney Advisor Experience 2007 - 2012
Job Senior Project Manager at Lightspeed Research
Industry Market Research
Experience
Lightspeed Research August 2014 - Present
Lightspeed Research 2012 - August 2014
eMoney Advisor 2007 - 2012
Skills
Online Research, Requirements Gathering, Business Analysis, Project Management, Program Management
Education
Rowan University
Lightspeed Research August 2014 - Present
Lightspeed Research 2012 - August 2014
eMoney Advisor 2007 - 2012
Skills
Online Research, Requirements Gathering, Business Analysis, Project Management, Program Management
Education
Rowan University
Brandon Tucker Brandon Tucker's eMoney Advisor Experience March 2015 - Present
Job Financial Planning Analyst at eMoney Advisor
Industry Financial Services
Experience
eMoney Advisor March 2015 - Present
eMoney Advisor June 2014 - March 2015
Telos Capital Management, Inc. March 2013 - June 2014
San Diego State University FPA August 2013 - May 2014
Tierra Rajada Golf Club July 2009 - August 2012
American Golf Corporation September 2011 - May 2012
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Financial Analysis, Research, Java, Public Speaking, Social Media, English
Education
San Diego State University-California State University 2011 — 2014
Bachelor of Science (B.S.), Financial Services
Moorpark High
eMoney Advisor March 2015 - Present
eMoney Advisor June 2014 - March 2015
Telos Capital Management, Inc. March 2013 - June 2014
San Diego State University FPA August 2013 - May 2014
Tierra Rajada Golf Club July 2009 - August 2012
American Golf Corporation September 2011 - May 2012
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Financial Analysis, Research, Java, Public Speaking, Social Media, English
Education
San Diego State University-California State University 2011 — 2014
Bachelor of Science (B.S.), Financial Services
Moorpark High
Colleen Furman Colleen Furman's eMoney Advisor Experience July 2009 - 2011
Job
Industry Marketing and Advertising
Experience
gyro 2015 - Present
Studio One Up September 2012 - 2015
Blue Fountain Media 2011 - August 2012
eMoney Advisor July 2009 - 2011
Persontation 2008 - 2009
Skills
Social Media Marketing, Business Development, Email Marketing, Marketing, PPC, Online Advertising, Social Media, Digital Strategy, Online Marketing, SEM, Management, E-commerce, Strategic Partnerships, Start-ups, Advertising
Education
Villanova University 2005 — 2009
BS BA, Marketing, International Business, Business Law
Trinity College Dublin 2007 — 2008
International Corporate Law
Our Lady of the Elms
gyro 2015 - Present
Studio One Up September 2012 - 2015
Blue Fountain Media 2011 - August 2012
eMoney Advisor July 2009 - 2011
Persontation 2008 - 2009
Skills
Social Media Marketing, Business Development, Email Marketing, Marketing, PPC, Online Advertising, Social Media, Digital Strategy, Online Marketing, SEM, Management, E-commerce, Strategic Partnerships, Start-ups, Advertising
Education
Villanova University 2005 — 2009
BS BA, Marketing, International Business, Business Law
Trinity College Dublin 2007 — 2008
International Corporate Law
Our Lady of the Elms
Conor Kelly's eMoney Advisor Experience June 2013 - August 2013
Job 2016 MBA Candidate, University of Notre Dame Mendoza College of Business
Industry Financial Services
Experience
University of Notre Dame Men's Lacrosse August 2011 - Present
Royal Bank of Scotland June 2014 - August 2014
eMoney Advisor June 2013 - August 2013
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Teamwork, Financial Analysis, Research, Social Networking, Leadership, Public Speaking, Customer Service, Social Media, Microsoft Word
Education
University of Notre Dame - Mendoza College of Business 2011 — 2015
Bachelor’s Degree, Finance
University of Notre Dame Men's Lacrosse August 2011 - Present
Royal Bank of Scotland June 2014 - August 2014
eMoney Advisor June 2013 - August 2013
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Teamwork, Financial Analysis, Research, Social Networking, Leadership, Public Speaking, Customer Service, Social Media, Microsoft Word
Education
University of Notre Dame - Mendoza College of Business 2011 — 2015
Bachelor’s Degree, Finance
Summer Stewart's eMoney Advisor Experience January 2012 - June 2012
Job Account Executive at Specialty Freight Services, Inc.
Industry Logistics and Supply Chain
Experience
Specialty Freight Services, Inc. June 2012 - Present
eMoney Advisor January 2012 - June 2012
Dr. Neil P. Schwartz Office January 2010 - December 2011
Skills
Account Management, B2B, Business Relationship..., Customer Service, Direct Sales, Cold Calling, Negotiation, Process Improvement, Sales, Marketing, Sales Process, Strategic Planning, Team Building, Sales Operations
Education
University of Colorado at Boulder
Bachelor of Science (B.S.), Anthropology
Specialty Freight Services, Inc. June 2012 - Present
eMoney Advisor January 2012 - June 2012
Dr. Neil P. Schwartz Office January 2010 - December 2011
Skills
Account Management, B2B, Business Relationship..., Customer Service, Direct Sales, Cold Calling, Negotiation, Process Improvement, Sales, Marketing, Sales Process, Strategic Planning, Team Building, Sales Operations
Education
University of Colorado at Boulder
Bachelor of Science (B.S.), Anthropology
Anthony Dinh's eMoney Advisor Experience July 2013 - April 2014
Job Lead QA Engineer at Hoopla Software
Industry Internet
Experience
Hoopla Software May 2014 - Present
eMoney Advisor July 2013 - April 2014
eMoney Advisor September 2011 - June 2013
ClickEquations Channel Intelligence October 2010 - September 2011
TACODA AOL Advertising October 2007 - September 2010
TACODA August 2005 - October 2007
Agere Systems September 2003 - June 2005
North Penn School District December 2001 - December 2003
Skills
Project Management, Quality Assurance, Linux System..., Unix, Shell Scripting, ePolicy Orchestrator, Spam Filtering, Antivirus
Education
Temple University 1996 — 2001
BBA, Business Administration & MIS
Hoopla Software May 2014 - Present
eMoney Advisor July 2013 - April 2014
eMoney Advisor September 2011 - June 2013
ClickEquations Channel Intelligence October 2010 - September 2011
TACODA AOL Advertising October 2007 - September 2010
TACODA August 2005 - October 2007
Agere Systems September 2003 - June 2005
North Penn School District December 2001 - December 2003
Skills
Project Management, Quality Assurance, Linux System..., Unix, Shell Scripting, ePolicy Orchestrator, Spam Filtering, Antivirus
Education
Temple University 1996 — 2001
BBA, Business Administration & MIS
Christy DiMatteo Christy DiMatteo's eMoney Advisor Experience February 2015 - Present
Job Inside Sales Specialist at eMoney Advisor
Industry Financial Services
Experience
eMoney Advisor February 2015 - Present
eMoney Advisor September 2012 - February 2015
Broadview Networks April 2011 - October 2012
Cydcor B2B Sales August 2004 - May 2005
Cydcor B2B Sales September 2003 - August 2004
Skills
Cloud Computing, Salesforce.com, Direct Sales, Customer Service, Account Management, Financial Services, Strategic Financial..., Insurance, Sales, Banking, Social Media, CRM, Financial Planning, Leadership
Education
University of Delaware 1999 — 2003
Nutrition & Dietetics
Cardinal OHara 1995 — 1999
eMoney Advisor February 2015 - Present
eMoney Advisor September 2012 - February 2015
Broadview Networks April 2011 - October 2012
Cydcor B2B Sales August 2004 - May 2005
Cydcor B2B Sales September 2003 - August 2004
Skills
Cloud Computing, Salesforce.com, Direct Sales, Customer Service, Account Management, Financial Services, Strategic Financial..., Insurance, Sales, Banking, Social Media, CRM, Financial Planning, Leadership
Education
University of Delaware 1999 — 2003
Nutrition & Dietetics
Cardinal OHara 1995 — 1999
Tom Zelahy Tom Zelahy's eMoney Advisor Experience September 2011 - Present
Job at eMoney Advisor
Industry Information Technology and Services
Experience
eMoney Advisor September 2011 - Present
Airgas April 2010 - September 2011
The Keane Organization March 2006 - March 2010
PC Helps September 2004 - March 2006
Skills
C#, .NET, Microsoft SQL Server, JavaScript, SQL
Education
Saint Joseph's University 2001 — 2005
BS, Computer Science
eMoney Advisor September 2011 - Present
Airgas April 2010 - September 2011
The Keane Organization March 2006 - March 2010
PC Helps September 2004 - March 2006
Skills
C#, .NET, Microsoft SQL Server, JavaScript, SQL
Education
Saint Joseph's University 2001 — 2005
BS, Computer Science
Robert Wardwell's eMoney Advisor Experience June 2013 - July 2013
Job Student at Syracuse University
Industry
Experience
KeyBank May 2014 - Present
eMoney Advisor June 2013 - July 2013
Education
Syracuse University 2011 — 2015
Bachelor's Degree, Information Technology w/ concentration in Information Security
Shenendehowa Central School 2007 — 2011
High School
KeyBank May 2014 - Present
eMoney Advisor June 2013 - July 2013
Education
Syracuse University 2011 — 2015
Bachelor's Degree, Information Technology w/ concentration in Information Security
Shenendehowa Central School 2007 — 2011
High School
James Finegan James Finegan's eMoney Advisor Experience August 2013 - Present
Job Inside Sales Manager
Industry Computer Software
Experience
eMoney Advisor August 2013 - Present
eMoney Advisor August 2012 - August 2013
Skills
PowerPoint, Salesforce.com, Microsoft Excel, Microsoft Office, Financial Analysis, Sales, Customer Service, Training, Prospect Research, Qualifying Prospects, Sales Presentations, Cold Calling, Marketing Communications, Marketing, Microsoft Word, Account Management, Social Media
Education
University of Delaware 2008 — 2012
Bachelor of Science (BS), Finance, General
eMoney Advisor August 2013 - Present
eMoney Advisor August 2012 - August 2013
Skills
PowerPoint, Salesforce.com, Microsoft Excel, Microsoft Office, Financial Analysis, Sales, Customer Service, Training, Prospect Research, Qualifying Prospects, Sales Presentations, Cold Calling, Marketing Communications, Marketing, Microsoft Word, Account Management, Social Media
Education
University of Delaware 2008 — 2012
Bachelor of Science (BS), Finance, General
Alton Allen Alton Allen's eMoney Advisor Experience April 2007 - September 2007
Job Software Architect at UBC An Express Scripts Company
Industry Defense & Space
Experience
UBC - An Express Scripts Company January 2014 - August 2014
Comcast April 2013 - December 2013
EnergyPlus October 2012 - March 2013
CIGNA June 2011 - October 2012
Janney Montgomery Scott January 2010 - June 2011
FreedomPay May 2009 - January 2010
Lockheed Martin December 2007 - December 2008
eMoney Advisor April 2007 - September 2007
Parametric Technology Corporation January 2006 - April 2007
Skills
XML, JSP, Requirements Analysis, C#, SDLC, SQL, JavaScript, ASP.NET MVC, MVC Architecture, MVC, AngularJS, Entity Framework, XHTML, CSS, CSS3, jQuery, jQuery UI, Web Services, Databases, Web Applications, Java Enterprise Edition, AJAX, Agile Methodologies, ASP.NET, .NET, WCF, Project Management, RESTful WebServices
Education
Temple University 2001 — 2005
Bachelor of Science (B.S.), Computer and Information Sciences, General
UBC - An Express Scripts Company January 2014 - August 2014
Comcast April 2013 - December 2013
EnergyPlus October 2012 - March 2013
CIGNA June 2011 - October 2012
Janney Montgomery Scott January 2010 - June 2011
FreedomPay May 2009 - January 2010
Lockheed Martin December 2007 - December 2008
eMoney Advisor April 2007 - September 2007
Parametric Technology Corporation January 2006 - April 2007
Skills
XML, JSP, Requirements Analysis, C#, SDLC, SQL, JavaScript, ASP.NET MVC, MVC Architecture, MVC, AngularJS, Entity Framework, XHTML, CSS, CSS3, jQuery, jQuery UI, Web Services, Databases, Web Applications, Java Enterprise Edition, AJAX, Agile Methodologies, ASP.NET, .NET, WCF, Project Management, RESTful WebServices
Education
Temple University 2001 — 2005
Bachelor of Science (B.S.), Computer and Information Sciences, General
Chelsea Maguire Chelsea Maguire's eMoney Advisor Experience January 2014 - Present
Job Training Specialist at eMoney Advisor
Industry
Experience
eMoney Advisor January 2014 - Present
Delancey Street Bagels August 2008 - January 2014
March of Dimes May 2012 - August 2012
Urban Outfitters Corporate Headquarters June 2008 - 2008
Skills
Photoshop, Adobe Creative Suite, Customer Service, Microsoft Office, Event Planning, CRM, Social Media Marketing, Online Advertising, Market Research, Training, Sales
Education
Temple University 2009 — 2013
Bachelor of Arts (BA), Advertising, Major; Psychology, Minor
Haverford High School 2005 — 2009
eMoney Advisor January 2014 - Present
Delancey Street Bagels August 2008 - January 2014
March of Dimes May 2012 - August 2012
Urban Outfitters Corporate Headquarters June 2008 - 2008
Skills
Photoshop, Adobe Creative Suite, Customer Service, Microsoft Office, Event Planning, CRM, Social Media Marketing, Online Advertising, Market Research, Training, Sales
Education
Temple University 2009 — 2013
Bachelor of Arts (BA), Advertising, Major; Psychology, Minor
Haverford High School 2005 — 2009
Joe DeRosa's eMoney Advisor Experience April 2014 - Present
Job Sr. System Administrator at eMoney Advisor
Industry Information Technology and Services
Experience
eMoney Advisor April 2014 - Present
Aberdeen Asset Management May 2008 - April 2014
Intelli-Media May 2007 - May 2008
Toll Brothers 2006 - 2007
Wyeth 2001 - 2005
Biomedical Computer Research Intstitute, Inc 2001 - 2005
Skills
Network Administration, Asset Managment, SQL, Business Analysis, Active Directory, VMware ESX, Fixed Income, System Administration, Project Management, Windows Server, Blackberry Enterprise..., Process Improvement, Storage Area Networks, Cisco UCS, Disaster Recovery
Education
Pennsylvania State University
eMoney Advisor April 2014 - Present
Aberdeen Asset Management May 2008 - April 2014
Intelli-Media May 2007 - May 2008
Toll Brothers 2006 - 2007
Wyeth 2001 - 2005
Biomedical Computer Research Intstitute, Inc 2001 - 2005
Skills
Network Administration, Asset Managment, SQL, Business Analysis, Active Directory, VMware ESX, Fixed Income, System Administration, Project Management, Windows Server, Blackberry Enterprise..., Process Improvement, Storage Area Networks, Cisco UCS, Disaster Recovery
Education
Pennsylvania State University
Joseph DiNenno Jr.'s eMoney Advisor Experience August 2015 - Present
Job SVP Data Services, Data Services Development at eMoney Advisor
Industry Computer Software
Experience
eMoney Advisor August 2015 - Present
eMoney Advisor February 2006 - Present
SAP Labs, LLC 2005 - 2006
Lighthammer 2003 - 2005
Skills
Software Design, .NET, C#, SQL, XML, Microsoft SQL Server, Web Applications, Software Engineering, Agile Methodologies, JavaScript, VB.NET, SDLC, ASP.NET MVC, ASP.NET, Software Project..., Database Design
Education
Penn State University 1998 — 2002
BS, Computer Science and Engineering
eMoney Advisor August 2015 - Present
eMoney Advisor February 2006 - Present
SAP Labs, LLC 2005 - 2006
Lighthammer 2003 - 2005
Skills
Software Design, .NET, C#, SQL, XML, Microsoft SQL Server, Web Applications, Software Engineering, Agile Methodologies, JavaScript, VB.NET, SDLC, ASP.NET MVC, ASP.NET, Software Project..., Database Design
Education
Penn State University 1998 — 2002
BS, Computer Science and Engineering
Lindsay Fisch's eMoney Advisor Experience September 2015 - Present
Job Business Analyst at eMoney Advisor
Industry Information Technology and Services
Experience
eMoney Advisor September 2015 - Present
AmerisourceBergen April 2012 - September 2015
AmerisourceBergen October 2010 - April 2012
AmerisourceBergen April 2009 - December 2010
AmerisourceBergen March 2007 - April 2009
Skills
SAP SD, SAP Implementation, Business Analysis, Process Improvement, SDLC, Cross-functional Team..., Vendor Management, Business Intelligence, Business Process..., Project Portfolio..., Integration, IT Strategy, Program Management, Software Documentation, Business Process, Requirements Analysis, Management, ERP, Change Management, Software Project..., Project Management, Requirements Gathering, SharePoint, SAP ERP, Testing, SAP, Leadership, Team Leadership
Education
Temple University 2002 — 2006
Bachelor's Degree
eMoney Advisor September 2015 - Present
AmerisourceBergen April 2012 - September 2015
AmerisourceBergen October 2010 - April 2012
AmerisourceBergen April 2009 - December 2010
AmerisourceBergen March 2007 - April 2009
Skills
SAP SD, SAP Implementation, Business Analysis, Process Improvement, SDLC, Cross-functional Team..., Vendor Management, Business Intelligence, Business Process..., Project Portfolio..., Integration, IT Strategy, Program Management, Software Documentation, Business Process, Requirements Analysis, Management, ERP, Change Management, Software Project..., Project Management, Requirements Gathering, SharePoint, SAP ERP, Testing, SAP, Leadership, Team Leadership
Education
Temple University 2002 — 2006
Bachelor's Degree
Mike Mollenkamp's eMoney Advisor Experience 2011 - 2012
Job Investment Sales and Technology Consultant
Industry Financial Services
Experience
Investment Sales and Technology Consultant and Coach August 2008 - Present
Archer - Investment Management Solutions August 2013 - Present
AdviceIQ April 2014 - December 2014
Finovera, Inc August 2013 - March 2014
eMoney Advisor 2011 - 2012
AdviceAmerica now part of Fiserv 2009 - 2010
SmartStream Technologies 2006 - 2008
Metrics Partners 2004 - 2006
Financial Models Co. 2001 - 2004
Skills
Lead Generation, Strategy, Sales Process, Management, Program Management, Sales, Social Media Marketing, Financial Services, SaaS, Product Management, Solution Selling, Investments, Enterprise Software, Asset Managment, Equities, Strategic Financial..., Portfolio Management, Wealth Management, Project Planning, Business Analysis, Executive Management, Asset Management, Start-ups, Marketing, Sales Operations, Business Strategy, Business Development, CRM, Relationship Management, Strategic Partnerships, Salesforce.com, Competitive Analysis, Business Process, Financial Planning
Education
Stanford University
Bachelor's degree, Economics
Investment Sales and Technology Consultant and Coach August 2008 - Present
Archer - Investment Management Solutions August 2013 - Present
AdviceIQ April 2014 - December 2014
Finovera, Inc August 2013 - March 2014
eMoney Advisor 2011 - 2012
AdviceAmerica now part of Fiserv 2009 - 2010
SmartStream Technologies 2006 - 2008
Metrics Partners 2004 - 2006
Financial Models Co. 2001 - 2004
Skills
Lead Generation, Strategy, Sales Process, Management, Program Management, Sales, Social Media Marketing, Financial Services, SaaS, Product Management, Solution Selling, Investments, Enterprise Software, Asset Managment, Equities, Strategic Financial..., Portfolio Management, Wealth Management, Project Planning, Business Analysis, Executive Management, Asset Management, Start-ups, Marketing, Sales Operations, Business Strategy, Business Development, CRM, Relationship Management, Strategic Partnerships, Salesforce.com, Competitive Analysis, Business Process, Financial Planning
Education
Stanford University
Bachelor's degree, Economics
David Ambrico's eMoney Advisor Experience January 2012 - May 2014
Job Experienced Financial Services Professional. Technology and Practice Management Consultant
Industry Financial Services
Experience
Symmetry Partners June 2014 - Present
eMoney Advisor January 2012 - May 2014
StockDog Consulting 2005 - 2012
Curian Capital 2008 - 2009
AssetMark Investment Services 2002 - 2008
The Ambrico Group 1992 - 2002
Skills
Practice Management, Series 65, Series 7, Series 63, Asset Allocation, Wealth Management, Investment Advisory, Mutual Funds, Financial Advisory, Retirement Planning, Securities, Investments, Strategic Financial..., Retirement, Investment Strategies, Strategy, Asset Management, Finance, New Business Development, Uniform Combined State..., Variable Annuities, ETFs, FINRA, Financial Services, Business Conversions, Advisory Training, Business Development, Management Consulting, Asset Managment, Separately Managed..., Wealth Management..., Portfolio Management, Investment Management, Alternative Investments, Wealth, CRM, Relationship Management, 401k, Business Strategy, Personal Financial..., Retirement Plan..., Stocks, Financial Planners, Insurance, Estate Planning, IRAs, Financial Planning
Education
Texas A&M University-Commerce 2013 — 2015
Bachelor of Applied Science (BASc), Organizational Leadership
Southern Methodist University - Cox School of Business
Business
Symmetry Partners June 2014 - Present
eMoney Advisor January 2012 - May 2014
StockDog Consulting 2005 - 2012
Curian Capital 2008 - 2009
AssetMark Investment Services 2002 - 2008
The Ambrico Group 1992 - 2002
Skills
Practice Management, Series 65, Series 7, Series 63, Asset Allocation, Wealth Management, Investment Advisory, Mutual Funds, Financial Advisory, Retirement Planning, Securities, Investments, Strategic Financial..., Retirement, Investment Strategies, Strategy, Asset Management, Finance, New Business Development, Uniform Combined State..., Variable Annuities, ETFs, FINRA, Financial Services, Business Conversions, Advisory Training, Business Development, Management Consulting, Asset Managment, Separately Managed..., Wealth Management..., Portfolio Management, Investment Management, Alternative Investments, Wealth, CRM, Relationship Management, 401k, Business Strategy, Personal Financial..., Retirement Plan..., Stocks, Financial Planners, Insurance, Estate Planning, IRAs, Financial Planning
Education
Texas A&M University-Commerce 2013 — 2015
Bachelor of Applied Science (BASc), Organizational Leadership
Southern Methodist University - Cox School of Business
Business
Briana Mitchell's eMoney Advisor Experience November 2014 - April 2015
Job Technology Coordinator at M Financial Planning Services
Industry Financial Services
Experience
M Financial Planning Services June 2015 - Present
eMoney Advisor November 2014 - April 2015
eMoney Advisor September 2012 - November 2014
Fairmount Soccer Association August 2008 - November 2013
eMoney Advisor October 2009 - September 2012
Starfinder Foundation October 2006 - January 2012
Creative Financial Group January 2006 - October 2009
Red Bull Energy Drink USA 2004 - 2006
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Marketing, Retirement Planning, Coaching, Retirement, Strategic Planning, Management, Customer Service, Public Speaking, Strategic Financial..., Wealth Management, Fundraising, Team Building, Financial Services, Leadership, Employee Benefits, Training, Organizational Structure, Financial Planning
Education
Temple University 2000 — 2004
M Financial Planning Services June 2015 - Present
eMoney Advisor November 2014 - April 2015
eMoney Advisor September 2012 - November 2014
Fairmount Soccer Association August 2008 - November 2013
eMoney Advisor October 2009 - September 2012
Starfinder Foundation October 2006 - January 2012
Creative Financial Group January 2006 - October 2009
Red Bull Energy Drink USA 2004 - 2006
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Marketing, Retirement Planning, Coaching, Retirement, Strategic Planning, Management, Customer Service, Public Speaking, Strategic Financial..., Wealth Management, Fundraising, Team Building, Financial Services, Leadership, Employee Benefits, Training, Organizational Structure, Financial Planning
Education
Temple University 2000 — 2004
Russ Makos's eMoney Advisor Experience September 2013 - February 2015
Job at eMoney Advisor
Industry Computer Software
Experience
Oracle February 2015 - Present
eMoney Advisor September 2013 - February 2015
Oracle November 2010 - September 2013
Oracle July 2008 - March 2011
Amtech Software 2007 - 2008
Amtech Software 2004 - 2007
State of Delaware 1999 - 2004
Skills
Business Analysis, SDLC, Oracle, Product Development, Software Project..., Requirements Analysis, SQL, Quality Center, Requirements Gathering, Agile Methodologies, Integration, Enterprise Software, Product Management, SOA, Web Services, XML
Education
Penn State University
Syracuse University
Oracle February 2015 - Present
eMoney Advisor September 2013 - February 2015
Oracle November 2010 - September 2013
Oracle July 2008 - March 2011
Amtech Software 2007 - 2008
Amtech Software 2004 - 2007
State of Delaware 1999 - 2004
Skills
Business Analysis, SDLC, Oracle, Product Development, Software Project..., Requirements Analysis, SQL, Quality Center, Requirements Gathering, Agile Methodologies, Integration, Enterprise Software, Product Management, SOA, Web Services, XML
Education
Penn State University
Syracuse University
Taylor Hoang's eMoney Advisor Experience 2014 - Present
Job Director of Operations at eMoney Advisors
Industry Financial Services
Experience
eMoney Advisor 2014 - Present
Chase September 2011 - Present
Coterie Travel Sales & Services September 2009 - August 2011
HSBC April 2004 - October 2009
Skills
Strategic Financial..., Financial Analysis, Wealth Management, Credit, Insurance, Banking, Portfolio Management, Communication Training, Six Sigma, Learning & Development..., Credit Analysis, Sales Management, Marketing Management, Employee Management, Business Relationship..., Customer Satisfaction, Leadership, Management, Microsoft Office, PowerPoint, Sales
Education
University of Phoenix 2005 — 2007
Bachelor of Science, Business Administration and Management, General
eMoney Advisor 2014 - Present
Chase September 2011 - Present
Coterie Travel Sales & Services September 2009 - August 2011
HSBC April 2004 - October 2009
Skills
Strategic Financial..., Financial Analysis, Wealth Management, Credit, Insurance, Banking, Portfolio Management, Communication Training, Six Sigma, Learning & Development..., Credit Analysis, Sales Management, Marketing Management, Employee Management, Business Relationship..., Customer Satisfaction, Leadership, Management, Microsoft Office, PowerPoint, Sales
Education
University of Phoenix 2005 — 2007
Bachelor of Science, Business Administration and Management, General
Genevieve Moser's eMoney Advisor Experience February 2011 - July 2013
Job Director of Analytics and Audience Development at Bryn Mawr Communications
Industry Public Relations and Communications
Experience
Bryn Mawr Communications July 2014 - Present
Brand.com July 2013 - June 2014
eMoney Advisor February 2011 - July 2013
eMoney Advisor February 2010 - February 2011
Wells Fargo July 2009 - February 2010
Nordstrom May 2008 - August 2008
Skills
Salesforce.com, Marketing, Customer Service, PowerPoint, Account Management, Social Media, Microsoft Excel, Marketing Communications, Management, Social Media Marketing, Digital Marketing, Business Strategy, Sales, SEO, SEM, Google Analytics, Crisis Management, Process Improvement, Content Marketing, Contract Negotiation, Lead Generation, Pricing Strategy, Qualifying Prospects, Forecasting, Communication Skills, Leadership, CRM, Public Speaking, Training, Event Planning, Team Building, Sales Management, Microsoft Word, Teamwork, Facebook, Microsoft Office
Education
Penn State University 2005 — 2009
Bachelor of Science (B.S.), Marketing with Minors in International Business and Supply Chain & Information Sciences
Country Day School of the Sacred Heart
Bryn Mawr Communications July 2014 - Present
Brand.com July 2013 - June 2014
eMoney Advisor February 2011 - July 2013
eMoney Advisor February 2010 - February 2011
Wells Fargo July 2009 - February 2010
Nordstrom May 2008 - August 2008
Skills
Salesforce.com, Marketing, Customer Service, PowerPoint, Account Management, Social Media, Microsoft Excel, Marketing Communications, Management, Social Media Marketing, Digital Marketing, Business Strategy, Sales, SEO, SEM, Google Analytics, Crisis Management, Process Improvement, Content Marketing, Contract Negotiation, Lead Generation, Pricing Strategy, Qualifying Prospects, Forecasting, Communication Skills, Leadership, CRM, Public Speaking, Training, Event Planning, Team Building, Sales Management, Microsoft Word, Teamwork, Facebook, Microsoft Office
Education
Penn State University 2005 — 2009
Bachelor of Science (B.S.), Marketing with Minors in International Business and Supply Chain & Information Sciences
Country Day School of the Sacred Heart
Corinne P. Vanderipe, CFP®'s eMoney Advisor Experience May 2007 - October 2010
Job Associate Director, Wealth Advisory
Industry Financial Services
Experience
Threshold Group December 2014 - Present
Threshold Group January 2013 - December 2014
Threshold Group October 2010 - January 2013
eMoney Advisor May 2007 - October 2010
United America Insurance Group May 2006 - May 2007
Skills
Strategic Financial..., Rebalancing, Financial Analysis, CRM, Business Analysis, Team Leadership, Financial Reporting, Strategy, Project Management, Market Research, Sales Operations, Business Development, Financial Services, Performance Reporting, Financial Modeling, Asset Allocation, Wealth Management, Investments, Sales, Financial Planning, Leadership, Management, Mutual Funds
Education
Saint Joseph's University 2003 — 2007
Bachelor's Degree, Finance
Bishop Eustace 1999 — 2003
High School
The American College 2009 — 2012
Certified Financial Planner, Finance and Financial Management Services
Cannon Financial Institute 2014 — 2014
Cannon Trust
Threshold Group December 2014 - Present
Threshold Group January 2013 - December 2014
Threshold Group October 2010 - January 2013
eMoney Advisor May 2007 - October 2010
United America Insurance Group May 2006 - May 2007
Skills
Strategic Financial..., Rebalancing, Financial Analysis, CRM, Business Analysis, Team Leadership, Financial Reporting, Strategy, Project Management, Market Research, Sales Operations, Business Development, Financial Services, Performance Reporting, Financial Modeling, Asset Allocation, Wealth Management, Investments, Sales, Financial Planning, Leadership, Management, Mutual Funds
Education
Saint Joseph's University 2003 — 2007
Bachelor's Degree, Finance
Bishop Eustace 1999 — 2003
High School
The American College 2009 — 2012
Certified Financial Planner, Finance and Financial Management Services
Cannon Financial Institute 2014 — 2014
Cannon Trust
Larry Romano's eMoney Advisor Experience May 2010 - Present
Job Sales Associate at eMoney Advisor
Industry Financial Services
Experience
eMoney Advisor May 2010 - Present
Lincoln Financial Distributors March 2008 - May 2009
Lincoln Financial Distributors October 2004 - March 2008
Education
Saint Joseph's University
St. Joseph's Prep
eMoney Advisor May 2010 - Present
Lincoln Financial Distributors March 2008 - May 2009
Lincoln Financial Distributors October 2004 - March 2008
Education
Saint Joseph's University
St. Joseph's Prep
wen-hwa lee's eMoney Advisor Experience August 2005 - September 2010
Job Lead Software Engineer at Import & Export Company
Industry Financial Services
Experience
Import & Export Company June 2010 - Present
eMoney Advisor August 2005 - September 2010
Trilegiant 2005 - 2005
Lukens Steel 1996 - 1999
Education
Texas A&M International University 1979 — 1980
MBA, International Trade
Villanova University
MS, Computer Science
Import & Export Company June 2010 - Present
eMoney Advisor August 2005 - September 2010
Trilegiant 2005 - 2005
Lukens Steel 1996 - 1999
Education
Texas A&M International University 1979 — 1980
MBA, International Trade
Villanova University
MS, Computer Science
Liz Rogers's eMoney Advisor Experience May 2009 - August 2009
Job Associate Brand Manager at Prestige Brands, Inc.
Industry Marketing and Advertising
Experience
Prestige Brands, Inc. August 2015 - Present
Newell Rubbermaid May 2014 - July 2015
Newell Rubbermaid July 2013 - May 2014
Newell Rubbermaid May 2012 - July 2013
Newell Rubbermaid January 2012 - May 2012
Newell Rubbermaid September 2011 - December 2011
Newell Rubbermaid June 2010 - September 2011
The Daily Collegian August 2009 - May 2010
eMoney Advisor May 2009 - August 2009
The Daily Collegian August 2008 - December 2008
Skills
Merchandising, Cross-functional Team..., Sales, Advertising, Retail, Demand Forecasting, Analytical Skills, Forecasting, Management, Marketing, Product Development, Supply Chain, Pricing
Education
Penn State University 2006 — 2010
BS, Marketing
University of Westminster 2009 — 2009
Prestige Brands, Inc. August 2015 - Present
Newell Rubbermaid May 2014 - July 2015
Newell Rubbermaid July 2013 - May 2014
Newell Rubbermaid May 2012 - July 2013
Newell Rubbermaid January 2012 - May 2012
Newell Rubbermaid September 2011 - December 2011
Newell Rubbermaid June 2010 - September 2011
The Daily Collegian August 2009 - May 2010
eMoney Advisor May 2009 - August 2009
The Daily Collegian August 2008 - December 2008
Skills
Merchandising, Cross-functional Team..., Sales, Advertising, Retail, Demand Forecasting, Analytical Skills, Forecasting, Management, Marketing, Product Development, Supply Chain, Pricing
Education
Penn State University 2006 — 2010
BS, Marketing
University of Westminster 2009 — 2009
Daniel Prendergast's eMoney Advisor Experience October 2014 - Present
Job Demand Generation Manager at eMoney Advisor
Industry Marketing and Advertising
Experience
eMoney Advisor October 2014 - Present
eMoney Advisor September 2010 - October 2014
eMoney Advisor April 2010 - November 2010
Skills
Email Marketing, Lead Generation, Social Media Marketing, Online Advertising, Marketing Communications, Skydiving, SEM, Marketing, Online Marketing, CRM, Social Networking, HTML emails, Copywriting, SEO, Google Analytics, Management
Education
Penn State University 2005 — 2009
B.A., Advertising
eMoney Advisor October 2014 - Present
eMoney Advisor September 2010 - October 2014
eMoney Advisor April 2010 - November 2010
Skills
Email Marketing, Lead Generation, Social Media Marketing, Online Advertising, Marketing Communications, Skydiving, SEM, Marketing, Online Marketing, CRM, Social Networking, HTML emails, Copywriting, SEO, Google Analytics, Management
Education
Penn State University 2005 — 2009
B.A., Advertising
Matthew Schulte's eMoney Advisor Experience June 2000 - Present
Job Senior Vice President at eMoney Advisor
Industry Financial Services
Experience
eMoney Advisor June 2000 - Present
Prudential Securities June 1997 - May 2000
Prudential Financial June 1994 - June 1997
Skills
Wealth Management, Account Management, Mutual Funds, Retirement Planning, Series 7, Asset Allocation, Strategic Financial..., Financial Advisory, 401k, Series 63, Retirement, Insurance, Investment Strategies, Financial Services, Separately Managed..., Investments, Investment Advisory, Relationship Management, Fixed Annuities, Financial Planning
Education
University of Saint Thomas - School of Business 1999 — 2001
MBA
University of Minnesota-Twin Cities 1990 — 1994
BS, Business
eMoney Advisor June 2000 - Present
Prudential Securities June 1997 - May 2000
Prudential Financial June 1994 - June 1997
Skills
Wealth Management, Account Management, Mutual Funds, Retirement Planning, Series 7, Asset Allocation, Strategic Financial..., Financial Advisory, 401k, Series 63, Retirement, Insurance, Investment Strategies, Financial Services, Separately Managed..., Investments, Investment Advisory, Relationship Management, Fixed Annuities, Financial Planning
Education
University of Saint Thomas - School of Business 1999 — 2001
MBA
University of Minnesota-Twin Cities 1990 — 1994
BS, Business
Brett Billingsley's eMoney Advisor Experience July 2015 - Present
Job Data Service Support at eMoney Advisor, LLC
Industry Financial Services
Experience
eMoney Advisor July 2015 - Present
Malvern Fire Company January 2001 - Present
Citadel Federal Credit Union November 2010 - July 2015
Witmer Public Safety Group, Inc February 2010 - October 2010
Cottrell Associates February 2009 - May 2009
Skills
Firefighting, Emergency Management, Microsoft Excel, Strategic Planning, Microsoft Office, Customer Service, Public Speaking, Microsoft Word, Team Building, Sales, Public Safety, EMS, Corporate Communications, Leadership, Rescue, Banking, Fundraising
Education
Penn State University 2004 — 2009
Bachelor of Arts (BA), Corporate Communications, Minor in Business
Great Valley 2000 — 2004
eMoney Advisor July 2015 - Present
Malvern Fire Company January 2001 - Present
Citadel Federal Credit Union November 2010 - July 2015
Witmer Public Safety Group, Inc February 2010 - October 2010
Cottrell Associates February 2009 - May 2009
Skills
Firefighting, Emergency Management, Microsoft Excel, Strategic Planning, Microsoft Office, Customer Service, Public Speaking, Microsoft Word, Team Building, Sales, Public Safety, EMS, Corporate Communications, Leadership, Rescue, Banking, Fundraising
Education
Penn State University 2004 — 2009
Bachelor of Arts (BA), Corporate Communications, Minor in Business
Great Valley 2000 — 2004
Tim Corbett's eMoney Advisor Experience January 2015 - Present
Job Engagement Operations Analyst at eMoney Advisor
Industry Computer Software
Experience
eMoney Advisor January 2015 - Present
Education
Shippensburg University of Pennsylvania 2006 — 2010
Bachelors
eMoney Advisor January 2015 - Present
Education
Shippensburg University of Pennsylvania 2006 — 2010
Bachelors
Joseph Pearson's eMoney Advisor Experience March 2015 - Present
Job Recruiter at Aerotek Professional Services
Industry Staffing and Recruiting
Experience
eMoney Advisor March 2015 - Present
Aerotek January 2011 - February 2015
Sundance Custom Pools, Inc April 2003 - August 2010
Skills
Strategic Sourcing, Personnel Recruiting, Technical Recruiting, Healthcare, Hiring Practices, Microsoft Word, Internet Recruiting, Cold Calling, Employee Relations, Staffing Services, Personnel Selection, Sales, Temporary Staffing, College Recruiting, Screening Resumes, Talent Acquisition, Contract Recruitment, Benefits Negotiation, Temporary Placement, Sourcing, Networking, Account Management, Applicant Tracking..., Employee Training, Interviews, Permanent Placement, Screening, Recruiting, Onboarding, Building Relationships, Staff Augmentation, Hiring, Job Fairs, Interview Preparation, Executive Search, RPO, New Hire Orientations, Corporate Recruiting, Taleo, Behavioral Interviewing, Resume Writing, Recruitment Advertising, Human Resources, Training, PeopleSoft, Talent Management, Boolean Searching
Education
University of Pittsburgh
eMoney Advisor March 2015 - Present
Aerotek January 2011 - February 2015
Sundance Custom Pools, Inc April 2003 - August 2010
Skills
Strategic Sourcing, Personnel Recruiting, Technical Recruiting, Healthcare, Hiring Practices, Microsoft Word, Internet Recruiting, Cold Calling, Employee Relations, Staffing Services, Personnel Selection, Sales, Temporary Staffing, College Recruiting, Screening Resumes, Talent Acquisition, Contract Recruitment, Benefits Negotiation, Temporary Placement, Sourcing, Networking, Account Management, Applicant Tracking..., Employee Training, Interviews, Permanent Placement, Screening, Recruiting, Onboarding, Building Relationships, Staff Augmentation, Hiring, Job Fairs, Interview Preparation, Executive Search, RPO, New Hire Orientations, Corporate Recruiting, Taleo, Behavioral Interviewing, Resume Writing, Recruitment Advertising, Human Resources, Training, PeopleSoft, Talent Management, Boolean Searching
Education
University of Pittsburgh
Patrick Griendling's eMoney Advisor Experience May 2015 - Present
Job Sr Systems Administrator at eMoney Advisor
Industry Information Technology and Services
Experience
eMoney Advisor May 2015 - Present
FreedomPay August 2013 - May 2015
Accenture April 2012 - August 2013
Turner Investment Partners December 2010 - April 2012
Skills
Customer Service, Project Management, Business Analysis, Desktop Deployment, Microsoft Office, VMware Infrastructure, VMware ESX, Microsoft Technologies, Microsoft Exchange, Backup & Recovery..., Network Monitoring Tools, Information Assurance, IT Audit
Education
Penn State University 2007 — 2011
Bachelor of Science (BS), Security and RIsk Analysis
eMoney Advisor May 2015 - Present
FreedomPay August 2013 - May 2015
Accenture April 2012 - August 2013
Turner Investment Partners December 2010 - April 2012
Skills
Customer Service, Project Management, Business Analysis, Desktop Deployment, Microsoft Office, VMware Infrastructure, VMware ESX, Microsoft Technologies, Microsoft Exchange, Backup & Recovery..., Network Monitoring Tools, Information Assurance, IT Audit
Education
Penn State University 2007 — 2011
Bachelor of Science (BS), Security and RIsk Analysis
Scott Kay's eMoney Advisor Experience February 2012 - Present
Job Software Engineer at eMoney Advisor
Industry Computer Software
Experience
eMoney Advisor February 2012 - Present
Agilent Technologies July 2004 - February 2012
University of Delaware March 2002 - May 2004
Microsoft December 2001 - May 2004
Bank One June 2003 - August 2003
CSC at JPMorgan June 2001 - June 2002
Skills
.NET, C#, C++, C, JavaScript, AJAX Frameworks, jQuery, Web Services, RESTful, Java, Assembly, Zebra ZPL, .NET IL, ASP.NET, ASP.NET MVC, HTML, CSS, XML, SQL Server 2000-2008, VB.NET, VBA, WCF, WPF, Image Compression, LINQ, JSON, Supply Chain Software, Label Software, Agile Project Management, ISO 13485, Razor View Engine, Agilent VEE, Microsoft SQL Server, Manufacturing, Web Applications, SQL, Visual Studio, Software Development, Go (GoLang), KnockoutJS, SAML, Agile Methodologies
Education
University of Delaware 2000 — 2004
Bachelor of Science, Computer Science
eMoney Advisor February 2012 - Present
Agilent Technologies July 2004 - February 2012
University of Delaware March 2002 - May 2004
Microsoft December 2001 - May 2004
Bank One June 2003 - August 2003
CSC at JPMorgan June 2001 - June 2002
Skills
.NET, C#, C++, C, JavaScript, AJAX Frameworks, jQuery, Web Services, RESTful, Java, Assembly, Zebra ZPL, .NET IL, ASP.NET, ASP.NET MVC, HTML, CSS, XML, SQL Server 2000-2008, VB.NET, VBA, WCF, WPF, Image Compression, LINQ, JSON, Supply Chain Software, Label Software, Agile Project Management, ISO 13485, Razor View Engine, Agilent VEE, Microsoft SQL Server, Manufacturing, Web Applications, SQL, Visual Studio, Software Development, Go (GoLang), KnockoutJS, SAML, Agile Methodologies
Education
University of Delaware 2000 — 2004
Bachelor of Science, Computer Science
Chad Brinkman's eMoney Advisor Experience May 2002 - Present
Job IT Support at eMoney Advisor
Industry Financial Services
Experience
eMoney Advisor May 2002 - Present
Skills
desktop support, Server Support, network support
Education
Temple University 1990 — 1993
eMoney Advisor May 2002 - Present
Skills
desktop support, Server Support, network support
Education
Temple University 1990 — 1993
Jonathan Wainwright's eMoney Advisor Experience November 2013 - May 2015
Job Software Engineer
Industry Information Technology and Services
Experience
eMoney Advisor November 2013 - May 2015
RevSpring August 2012 - December 2013
AVI-SPL June 2011 - August 2012
Skills
SQL, Microsoft SQL Server, JavaScript, Scripting, .NET, Web Development, Testing, Web Applications, Ruby, Ruby on Rails, Java, Software Troubleshooting
Education
Penn State University 2005 — 2013
Bachelor's Degree, Computer Science, 3.1
eMoney Advisor November 2013 - May 2015
RevSpring August 2012 - December 2013
AVI-SPL June 2011 - August 2012
Skills
SQL, Microsoft SQL Server, JavaScript, Scripting, .NET, Web Development, Testing, Web Applications, Ruby, Ruby on Rails, Java, Software Troubleshooting
Education
Penn State University 2005 — 2013
Bachelor's Degree, Computer Science, 3.1
Rachel Weber's eMoney Advisor Experience September 2013 - Present
Job ManagerAccount Development at eMoney Advisor: Leveraging Technology to Enhance the Advisor / Client Relationship
Industry Financial Services
Experience
eMoney Advisor September 2013 - Present
eMoney Advisor September 2011 - September 2013
eMoney Advisor February 2011 - September 2011
Fulton Bank March 2005 - August 2009
Skills
Relationship Management, Account Management, Training, Public Speaking, Customer Service, Banking, Microsoft Word, PowerPoint, Wealth Management, Making Connections, Finance, Human Resources
Education
Shippensburg University of Pennsylvania 2006 — 2010
BSBA, Human Resources Management/Personnel Administration, General
eMoney Advisor September 2013 - Present
eMoney Advisor September 2011 - September 2013
eMoney Advisor February 2011 - September 2011
Fulton Bank March 2005 - August 2009
Skills
Relationship Management, Account Management, Training, Public Speaking, Customer Service, Banking, Microsoft Word, PowerPoint, Wealth Management, Making Connections, Finance, Human Resources
Education
Shippensburg University of Pennsylvania 2006 — 2010
BSBA, Human Resources Management/Personnel Administration, General
Hewlett-Packard
SAP
Symantec
Intuit
HP
salesforce.com
Bloomberg LP
Autodesk