Coventry First
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
Coventry First List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Coventry First. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Coventry First Employees
Stella and Dot April 2010 - Present
Decon Labs 2009 - April 2011
Coventry First December 2004 - 2008
Education
University of Scranton 2000 — 2004
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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