Beacon Financial Group
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Beacon Financial Group Employees
Procter & Gamble 2014 - Present
Limited Brands June 2013 - August 2013
Beacon Financial Group June 2012 - August 2012
Skills
Supply Chain Management, Microsoft Excel, Microsoft Office, Labor Relations, Economics, Time Management, Organizational Design, Procurement, Cross-functional Team...
Education
Penn State University 2010 — 2014
Bachelor of Science (B.S.), Supply Chain and Information Systems
Hempfield High School
Allegis Investment Advisors 2014 - Present
Beacon Financial Group 1996 - Present
Beneficial Financial Group 1992 - 2006
Skills
Customer Service, Management, Microsoft Office, Microsoft Excel, Leadership, Project Management, Strategic Planning, Sales, Microsoft Word, Financial Analysis
Education
Washington High School
High School
Brigham Young University
Education
California State University Hayward
Beacon Financial Group June 2013 - Present
The Cheesecake Factory July 2010 - Present
State Farm - Karen Mojka Agency November 2011 - May 2013
Maggiano's Little Italy October 2006 - June 2010
Lerner David Littenberg Krumholz &
Bonefish Grill August 2005 - October 2006
Skills
Data Entry, Training, PowerPoint, Microsoft Excel, Payroll, Microsoft Word, Sales, Accounting, Editing, Restaurant Management, Restaurants, Food Service, Photoshop, Food & Beverage, Menu Development, Databases, Bartending, Hospitality, Catering, Fine Dining, Culinary Skills
Education
Rutgers University 2003 — 2008
Bachelor's, Criminal Justice
CCF Brands June 2014 - Present
CCF Brands December 2010 - Present
Fellowship Bible Church of NWA July 1999 - December 2010
Beacon Financial Group January 1997 - June 1999
Newll and Company January 1995 - December 1997
Skills
Public Speaking, Social Media Consulting, Church Growth, Leadership Development, Community Outreach, Non-profits, Church Events, Leadership, Team Building, Discipleship, Strategic Planning, Social Media Marketing, Marketing, Event Planning, Nonprofits, Management, Marketing Strategy, Volunteer Management, Social Media, Fundraising, Customer Service, Program Development, Microsoft Office, Marketing Communications, Youth Ministry, Theology, Pastoral Care, Preaching, Team Leadership, Teaching, Coaching, Missions, Sales, Board Development, Organizational..., Training, Social Networking, Event Management, Staff Development, Non-profit..., Community Development
Education
University of Arkansas at Fayetteville 1989 — 1994
Arts and Science, Communication
University of Arkansas
Bachelor of Science, Business/Corporate Communications
The Harder Organization August 2002 - Present
Beacon Financial Group 2000 - 2002
Skills
Process Scheduler, Microsoft Office, Construction, Submittals, Residential Homes, Microsoft Excel, Real Estate, Construction Management, Contract Negotiation, Customer Service, Renovation, Budgets, Real Estate Development, Contract Management, QuickBooks, AutoCAD, Architecture
Education
Tarrant County College 1999 — 2002
Beacon Financial Group September 2014 - Present
Beckers Tax Service January 2003 - Present
Hewitt Associates September 2000 - December 2003
Merrill Lynch May 2000 - August 2000
Deutsche Financial Services September 1997 - April 2000
Skills
Financial Planning, Tax, Series 7, Real Estate, Life Insurance, Strategic Financial..., RTRP
Education
University of Delaware 1992 — 1997
Bachelors, Marketing&Management Majors, Economics Minor
Beacon Financial Group March 2011 - Present
E360 Power, LLC February 2010 - December 2010
Griffon Energy Capital, LLC March 2008 - September 2009
Griffon Energy Capital, LLC March 2005 - February 2008
American Electric Power: Energy Services February 2004 - February 2005
American Electric Power: Energy Services February 2003 - February 2004
American Electric Power: Energy Services June 2002 - February 2003
Education
The University of Texas at Austin - Red McCombs School of Business 2009 — 2012
Masters, Business Administration
The Ohio State University Fisher College of Business 1998 — 2002
BSBA, Double Major: Finance and Real Estate & Urban Analysis
Beacon Financial Group 1990 - Present
Beacon Financial Group Inc. 1990 - Present
Education
Bentley University
BSA, ASA, Accounting, Finance
Beacon Financial Group July 1996 - Present
Beacon Financial Group July 1996 - Present
Beacon Financial Group May 1997 - Present
American Express Financial Advisors March 1993 - July 1996
Skills
Strategic Financial..., Retirement Planning, Financial Advisory, Certified Financial..., Investment Strategies, Operations Management, Registered Principal, Chief Operating Officer
Education
Rutgers University-New Brunswick 1987 — 1991
BA, Economics, Accounting
Westfield High School 1984 — 1987
Beacon Financial Group January 1997 - Present
American Express July 1994 - September 1996
American Express Business Travel July 1985 - September 1996
Skills
Police, Member Benefits, Retirement Planning, Health Insurance, Life Insurance, College Savings Plans, Strategic Planning, Membership Development, Membership Growth, Community Service, Enforcement, Business Development, Employee Benefits, Fundraising, Charity Work, Operations Management, Project Planning, Leadership Development, Training, Internal Investigations, Strategic Financial..., Sales, Risk Management, Insurance, Customer Service, Management, Team Building, Tactics, Coaching, Event Planning, Investment Strategies, Fixed Annuities, 401k, Interviews, Conflict Resolution, Leadership, Estate Planning, Government, Employee Relations, Asset Management, Investments, Investment Advisory, Wealth Management, Retirement, Policy, Financial Advisory, Variable Annuities, Financial Services, Finance, Protection
Education
Rutgers, The State University of New Jersey-New Brunswick
Beacon Financial Group May 2015 - Present
Gettysburg College September 2012 - Present
Skills
Research, Data Analysis, PowerPoint, Microsoft Excel, Microsoft Word, Social Media
Education
Gettysburg College 2012 — 2016
Bachelor of Arts (B.A.), Economics
The London School of Economics and Political Science (LSE) 2014 — 2014
Applied Economics
Beacon Financial Group June 2014 - Present
Beacon Benefit Services January 2010 - September 2014
Skills
Insurance, Employee Benefits, Disability Insurance, Term Life Insurance, Life Insurance, Access, Strategic Financial..., Long Term Care Insurance, Risk Management, Fixed Annuities, Sales, Health Insurance, Underwriting, Management, Long-term Care, Finance, Whole Life, Strategic Planning, Financial Services, Universal Life, Customer Service, Leadership, Marketing
Education
University of Hartford 1989 — 1993
Bachelor of Fine Arts (BFA)
Mariner Wealth Advisors June 2015 - Present
Beacon Financial Group June 2014 - August 2014
UBS Wealth Management June 2013 - August 2013
Derris & Company June 2012 - August 2012
Chemtob Moss & Forman, LLP July 2011 - August 2011
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, English, Marketing, Sales, Public Relations, Windows, Mac, Finance, Investments
Education
University of Maryland - Robert H. Smith School of Business 2012 — 2016
Bachelor's degree, Finance
Jericho High School
Time Warner Cable July 2011 - Present
Time Warner Cable September 2007 - July 2011
Versatile Systems, Inc. June 2000 - August 2007
Perfect Order, Inc. 2000 - 2005
Beacon Financial Group January 1997 - June 2000
PlanetCable January 1997 - June 2000
Cumberland Technologies International January 1995 - December 1996
Coleman Research Corporation 1994 - 1996
Harris Corporation February 1991 - April 1993
Skills
BGP, Product Management, Enterprise Architecture, Cisco Technologies, Solaris, OSPF, VoIP, IP, DNS, Network Architecture, EIGRP, WiMAX, Network Administration, Ethernet, Linux, IPv6, Network Design, DHCP, Servers, TCP/IP, Wireless, Broadband, DOCSIS, Telecommunications, Integration, Mobile Devices, Networking, System Deployment
Education
Villanova University 2008 — 2008
N/A, Signal Processing and Communications
Penn State University 2006 — 2007
N/A, Electrical Engineering
University of Central Florida 1991 — 1993
BS, Electrical Engineering
Lake City Commuity College 1989 — 1991
AA, Pre-Engineering
Beacon Financial Group August 2002 - Present
ING 1999 - 2002
John Hancock 1992 - January 1999
Education
The Retirement Advisor University in collaboration with UCLA Anderson School of Mgmt. Exec. Educ. 2011 — 2012
C(k)P
Saint Anselm College 1988 — 1992
Bachelor of Arts (BA)
Brown and Brown Insurance June 2014 - Present
Liberty Mutual Insurance May 2012 - 2014
Harlow & Associates..Exclusive Horace Mann insurance Rep December 2010 - July 2012
Beacon Financial Group 2001 - 2007
Matson Financial Advisors 1998 - 2001
Health Net 1996 - 1998
Skills
Customer Relations, Health Insurance, Insurance, Employee Benefits, Medicare, Financial Planning, Market Analysis, Account Management, Customer Retention, Customer Service, Life Insurance, Management, Property, Sales, Strategic Financial..., Underwriting, Brokers, Term Life Insurance
Education
Southern Connecticut State University
B.A., Communications
Beacon Financial Group April 2008 - October 2009
St. Francis of Assisi Catholic Church January 2005 - June 2006
RCM Management August 1993 - July 1996
Bluebonnet Savings & Loan May 1990 - May 1993
Commerce Savings & Loan August 1988 - May 1990
Education
The University of Texas at Dallas
BS, Finance
Beacon Financial Group 1994 - Present
Skills
Retirement, High Net Worth..., Strategic Planning, Mutual Funds, Investments, Succession Planning, Strategic Financial..., Finance, Financial Analysis
Education
John Carroll University
B.S.B.A., Business Marketing, Economics