Coventry First

Description

Address: 7111 E Valley Green Rd, Fort Washington, PA 19034 Phone: (877) 836-8300Website: Category: : Hours: : : Place name: : : : Website: http://www.coventry.com/ Category: Financial Institution Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo.Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Coventry First LLC Posting publicly on the Web Write a review Reviews Be the first to review

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Coventry First Employees

Employee
Years
Job
Industry
Rachael (Ferguson) Geraghty Rachael (Ferguson) Geraghty Greater Philadelphia Area Details
Rachael (Ferguson) Geraghty's Coventry First Experience December 2004 - 2008
Job Associate Director Stella & Dot
Industry Apparel & Fashion
Experience
Stella and Dot  April 2010 - Present
Decon Labs   2009 - April 2011
Coventry First   December 2004 - 2008

Education
University of Scranton   2000 — 2004

David Peckman David Peckman Greater Philadelphia Area Details
David Peckman's Coventry First Experience 2001 - 2005
Job Managing Partner at Peckman Chait LLP
Industry Law Practice
Experience
Peckman Chait LLP   May 2014 - Present
Law Offices of David A. Peckman   2005 - April 2014
Coventry First   2001 - 2005

Skills
Courts, Civil Litigation, Litigation, Commercial Litigation, Legal Writing, Legal Advice, Contract Negotiation, Personal Injury, Arbitration, Dispute Resolution, Estate Planning, Legal Research, Trials, Trial Practice, Wills, Appeals, Construction Law, Insurance Law

Education
Villanova University School of Law   1987 — 1990
Doctor of Law (J.D.)

Dickinson College   1983 — 1987
Bachelor of Arts (B.A.), Political Science and Philosophy

Joseph Perrotta Joseph Perrotta Allentown, Pennsylvania Area Details
Joseph Perrotta's Coventry First Experience June 2006 - June 2007
Job Founder and CEO at Apple Tree Wealth Management
Industry Financial Services
Experience
Apple Tree Wealth Management   January 2012 - Present
Pinebrook Family Answers  April 2013 - Present
Morgan Stanley Smith Barney  February 2010 - January 2012
Zeta Alumni Corporation (Non-Profit)   October 2006 - October 2010
Restaurant.com  July 2009 - January 2010
HFC Real Estate Consulting, Inc.   June 2007 - July 2009
Coventry First   June 2006 - June 2007
Coventry First   June 2006 - February 2007

Skills
Investments, Insurance, Financial Planning, Small Business, Retirement Planning, Comprehensive Wealth..., Estate Planning, tax planning, Tax minimization, Asset Aggregation, Liability and Cash Flow..., Strategic Financial...

Education
Franklin & Marshall College   2001 — 2006
Bachelors, Finance

Patrick Ingrassia Patrick Ingrassia Greater Denver Area Details
Patrick Ingrassia's Coventry First Experience June 2003 - December 2004
Job Life Settlement Expert, Real Estate Professional
Industry Insurance
Experience
Brokerage Design and Consultants   October 2014 - Present
HomeSmart Realty  August 2014 - Present
Wealth Strategies Group  September 2013 - Present
Keller Williams Client's Choice  April 2011 - August 2014
CEC Document Services   September 2012 - September 2013
Vespera Life, LLC   October 2011 - August 2012
Kaiser Silverman Global LLC   January 2005 - August 2012
American Wealth Transfer Group   January 2005 - March 2007
Coventry First   June 2003 - December 2004
AIG/SunAmerica Asset Management   August 2002 - June 2003

Skills
Market Research, Marketing Strategy, Market Penetration, Key Account Management, Sales Management, Strategic Planning, Contract Negotiation, Process Improvement, Sales Presentations, Cross-functional Team..., Team Building, Customer Service, Customer Retention, Account Management, Business Planning, Operations Management, Training, Insurance, Life Settlements, Leadership Development, Marketing, Fixed Annuities, Portfolio Management, Investments, Product Development, Retirement, Negotiation, Life Insurance, Term Life Insurance, Universal Life, Sales, Retirement Planning, Real Estate, Management, Sales Operations, Finance, Alternative Investments, Employee Benefits, Mutual Funds, Financial Services, Series 63, Selling, Series 7, Series 6, 401k, Financial Advisory, Long-term Care, Asset Management

Education
Colorado State University   1990 — 1995
Bachelors, Arts; Political Science, Sociology, and Social Sciences; Certificate; Criminal Justice

Sierra High School   1987 — 1990

Alan S. (Al) Lurty Alan S. (Al) Lurty Greater Philadelphia Area Details
Alan S. (Al) Lurty's Coventry First Experience January 1999 - June 2005
Job General Management | Products and Markets | Life Insurance | P&L Responsibility | CEO | CMO | Distribution | Strategy
Industry Insurance
Experience
SCOR Global Life Americas  July 2014 - September 2015
ING U.S.   May 2013 - April 2014
ING U.S.   July 2005 - May 2013
Coventry First   January 1999 - June 2005
CNA Insurance  January 1995 - November 1998
Banc One Corporation  1993 - 1995
The Midland Mutual Life Insurance Company   1983 - 1993

Skills
Insurance, Business Strategy, Product Development, Annuities, Sales Management, Strategic Planning, Marketing Strategy, Operations Management, Financial Management, Structured Finance, Risk Management, Process Improvement, Life Insurance, Vendor Management, Change Management, Culture Change, Executive Management, Business Analysis, Financial Services, Reinsurance, Mergers, Health Insurance, Employee Benefits, Fixed Annuities, Mergers & Acquisitions, Business Development, Leadership, Business Planning, Financial Analysis, Underwriting, Retirement, Portfolio Management, Term Life Insurance, Analysis, Banking, Team Building, Program Management, Sales, Finance

Education
The Ohio State University   1981 — 1983
MBA, Finance and Strategic Planning

Kent State University   1977 — 1981
Bachelor of Music, Piano Performance

Daniel Kurtz, CPA Daniel Kurtz, CPA Greater Philadelphia Area Details
Daniel Kurtz, CPA's Coventry First Experience May 2009 - August 2009
Job Transaction Advisory Services Senior at EY
Industry Accounting
Experience
EY  April 2014 - Present
Ernst & Young  May 2010 - March 2014
Coventry First   May 2009 - August 2009

Skills
Entrepreneurship, Microsoft Excel, Accounting, GAAP, Financial Reporting, CPA, SEC filings, Internal Controls, Auditing, Microsoft Office, Financial Accounting, Financial Analysis, Finance, US GAAP, Sarbanes-Oxley Act

Education
University of Virginia   2010 — 2011
MS, Accounting

Penn State University   2006 — 2010
BS, Finance, 3.88

DENNIS BASGIL DENNIS BASGIL Greater San Diego Area Details
DENNIS BASGIL's Coventry First Experience June 2008 - January 2011
Job Statistical Programmer I at Agility Clinical, Inc.
Industry Research
Experience
Agility Clinical, Inc.   January 2014 - Present
ERT  April 2013 - January 2014
Pond Lehocky Stern Giordano  April 2012 - April 2013
Pond Lehocky Stern Giordano  March 2012 - April 2012
Coventry First   June 2008 - January 2011
Penn State University  September 2007 - May 2008
Bruno and Ridgeway   June 2007 - August 2007

Skills
SAS, Statistics, Data Analysis

Education
Arcadia University   2011 — 2012

Pennsylvania State University, University   2004 — 2008
Bachelor of Science, Statistics

Archbishop Wood   2000 — 2004

Christine Petrilla, CPA Christine Petrilla, CPA Greater Philadelphia Area Details
Christine Petrilla, CPA's Coventry First Experience 2005 - 2007
Job Audit Manager at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ MHM, LLC  August 2015 - Present
CBIZ MHM, LLC  October 2010 - Present
CBIZ  October 2007 - October 2010
Coventry First   2005 - 2007
Brinker Capital  October 2003 - February 2005

Skills
Accounting, Tax, Auditing, Financial Reporting, GAAP, Financial Analysis, Tax Preparation, US GAAP, Tax Research, Sarbanes-Oxley Act, QuickBooks, Corporate Tax, Partnership Taxation, Non-profits, Compilation Of..., Reviews, External Audit, Nonprofits, Account Reconciliation, Assurance, Bank Reconciliation, CPA, Financial Accounting, Financial Statements, Fixed Assets, Forensic Accounting, General Ledger, GoSystems, Income Tax, Internal Controls, Journal Entries, ProSystem fx Tax, Revenue Recognition, Tax Accounting, Tax Returns

Education
Cabrini College   2001 — 2005
BS, Accounting, Finance

Davidson Hulfish Davidson Hulfish Greater Philadelphia Area Details
Davidson Hulfish's Coventry First Experience June 2006 - February 2009
Job Division Finance Manager at DaVita
Industry Hospital & Health Care
Experience
DaVita  February 2013 - Present
DaVita  April 2011 - February 2013
Coventry First, LLC  August 2010 - April 2011
Coventry First, LLC  February 2009 - August 2010
Coventry First   June 2006 - February 2009

Skills
Forecasting, Financial Analysis, Accounting, Financial Modeling, Strategic Financial..., Financial Reporting, Microsoft Excel, Analysis, Access, Insurance, Data Analysis, Risk Management, Variance Analysis, Auditing, GAAP, Microsoft Word, Leadership, Finance, Financial Services, Portfolio Management

Education
Villanova University   2007 — 2009
MBA

James Madison University   2002 — 2006
B.B.A., Finance

Dan Karabin Dan Karabin Greater Pittsburgh Area Details
Dan Karabin's Coventry First Experience 2004 - 2005
Job Manager, Business Development at Mylan
Industry Pharmaceuticals
Experience
Mylan  February 2015 - Present
Mylan  April 2014 - February 2015
Auxilium Pharmaceuticals  February 2010 - April 2014
Auxilium Pharmaceuticals  March 2008 - February 2010
Auxilium Pharmaceuticals  December 2006 - March 2008
Coventry First   2004 - 2005

Skills
Sales, Sales Operations, Data Analysis, Pharmaceutical Industry, Endocrinology, Managed Care, Urology, Business Analysis, Business Intelligence, Business Strategy, Competitive Analysis, Leadership, Market Analysis, Market Research, Strategic Planning, Financial Analysis, Marketing Strategy, Product Launch, Sales Effectiveness

Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School   2012 — 2014
Master of Business Administration (MBA)

Katholieke Universiteit Leuven   2005 — 2006
Masters, International Business Economics

University of Scranton   2000 — 2004
Bachelor of Science (BS), International Business

Jim Camper Jim Camper Greater Philadelphia Area Details
Jim Camper's Coventry First Experience May 2002 - September 2014
Job Director of Business Development at Autocaid LLC
Industry Insurance
Experience
Autocaid LLC   September 2014 - Present
Autocaid   2014 - 2015
Autocaid   2014 - 2015
Coventry First   May 2002 - September 2014

Skills
Insurance, Life Insurance, Investments, Retirement Planning, Fixed Annuities, Retirement, Underwriting, Term Life Insurance, Disability Insurance, Estate Planning

Education
Shippensburg University of Pennsylvania   1989 — 1993
Bachelor's Degree, Finance, General

Wissahickon High School   1986 — 1989

Andrew Poe Andrew Poe Greater Philadelphia Area Details
Andrew Poe's Coventry First Experience September 2005 - March 2011
Job Administrative Pastor & Pastor to Children at Covenant Church
Industry Nonprofit Organization Management
Experience
Covenant Church  April 2011 - Present
Coventry First   September 2005 - March 2011
Philadelphia Montgomery Christian Academy   September 2001 - August 2004

Skills
Microsoft Word, Microsoft Excel, PowerPoint, Event Planning, System Administration, Public Speaking, Editing, Preaching

Education
Biblical Theological Seminary   2009 — 2012
MDiv, Theological and Biblical Studies

Temple University   1997 — 2001
BS, Elementary Ed

Dan Geraghty, CFP® Dan Geraghty, CFP® Greater Philadelphia Area Details
Dan Geraghty, CFP®'s Coventry First Experience February 2008 - January 2010
Job Investment Officer at Hirtle, Callaghan & Co.
Industry Investment Management
Experience
Hirtle, Callaghan & Co.   May 2012 - Present
Hirtle, Callaghan & Co.   August 2011 - May 2012
Coventry First, LLC  January 2010 - August 2011
Coventry First   February 2008 - January 2010

Education
Penn State University   2001 — 2004

St. Joseph's Prep   1996 — 2000

Sean Gregg Sean Gregg Greater Philadelphia Area Details
Sean Gregg's Coventry First Experience June 2004 - February 2012
Job Staff Administrator at OPC Home Missions and Church Extension
Industry Religious Institutions
Experience
OPC Home Missions and Church Extension   April 2012 - Present
Coventry First   June 2004 - February 2012
The Schwan Food Company  October 2001 - March 2004
Pipestone County Star   June 1999 - October 2001

Skills
project management, Feature Writing, News Writing, Magazine Articles, Magazine Writing, Print Production, Contract Review, Contract Management, Insurance, Editing, Press Releases, Writing, Research, Social Media, Public Relations, Microsoft Office, Copy Editing, Photography, Journalism, Photoshop, Corporate Communications, Internal Communications, Outlook, Project Management, Public Speaking, Nonprofits

Education
Dordt College   1995 — 1999
BA, Communication

Jordan Seiken Jordan Seiken Greater Philadelphia Area Details
Jordan Seiken's Coventry First Experience 2004 - 2006
Job President and Founder at Long Lake Planning
Industry Insurance
Experience
Long Lake Planning   September 2015 - Present
Coventry  March 2013 - September 2015
Coventry  2006 - February 2013
Coventry First   2004 - 2006

Skills
Life Insurance, Public Speaking, Financial Advisory, Term Life Insurance, Permanent Life Insurance, Strategic Planning, Estate Planning, Retirement Planning, Life Settlements

Education
Dickinson College   2000 — 2004
B.A., Economics

William Penn Charter School

Jim Coggins, MBA Jim Coggins, MBA Greater Philadelphia Area Details
Jim Coggins, MBA's Coventry First Experience August 2002 - May 2006
Job Lean Six Sigma Black Belt, Continuous Improvement at XStream Leadership Group
Industry Management Consulting
Experience
X-Stream Leadership Group   January 2013 - Present
Lincoln Financial Distributors  May 2008 - June 2013
Lincoln Financial Distributors  January 2012 - April 2012
Sole Proprietorship-Real Estate/Property Management   May 2006 - August 2008
Coventry First   August 2002 - May 2006
Lincoln Financial Distributors  October 1996 - August 2002
Delaware Investments, a member of the Macquarie Group  May 1994 - October 1996
Heritage Moving Systems   July 1988 - May 1994

Skills
Six Sigma Black Belt, Six Sigma, Fixed Annuities, Series 63, Process Improvement, Separately Managed..., Business Analysis, Mutual Funds, Leadership, Series 7, Strategic Planning, Risk Management, Team Building, Project Management, Analysis, Team Leadership, Change Management, Business Strategy, Negotiation, Financial Services, Management, Insurance, Sales, CRM, Financial Analysis, Relationship Management, Strategy, Business Process..., Investments, Financial Modeling, Account Management

Education
LaSalle University   1999 — 2001
Master of Business Administration (M.B.A.), Finance

Saint Joseph's University   1988 — 1993
Bachelor of Science (B.S.), Finance

Drexel University
Lean Six Sigma Black Belt, Lean Six Sigma Green Belt