Creative Financial Group
Description
Address: 3400 Overton Park Drive #600, Atlanta, GA 30339 Hours: Closed ⋅ Opens 8AM Mon SundayClosedMonday(Martin Luther King Jr. Day)8AM–5PMHours might differTuesday8AM–5PMWednesday8AM–5PMThursday8AM–5PMFriday8AM–5PMSaturdayClosedSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (770) 913-9704: Place name: : Website: : : Category: : : Website: http://www.cfgltd.com/ Category: Financial Planner 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. 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 Creative Financial Group Ltd Posting publicly on the Web Write a review Reviews 2 Google reviews
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Creative Financial Group Employees
Employee
Years
Job
Industry
Michael Aaronson Michael Aaronson's Creative Financial Group Experience 2004 - 2004
Job Director, Relationship Management at Ascensus
Industry Financial Services
Experience
Ascensus 2010 - 2015
Ascensus January 2010 - June 2011
Ascensus February 2005 - December 2009
Creative Financial Group 2004 - 2004
Vanguard 1993 - 2002
State Street 1987 - 1993
Skills
Relationship Management, Mutual Funds, Management, Retirement, Financial Services, Finance, Asset Management, Asset Allocation, Process Improvement, Vendor Management, Investments, Securities, Series 63, Institutional Relations, Retirement Solutions, Defined Benefit, Defined Contribution, 401k, Record Keeping
Education
Boston University - School of Management 1988 — 1991
Master of Business Administration (M.B.A.), Management
University of California, Los Angeles 1981 — 1985
Bachelor's Degree, Psychology; Business Administration
Ascensus 2010 - 2015
Ascensus January 2010 - June 2011
Ascensus February 2005 - December 2009
Creative Financial Group 2004 - 2004
Vanguard 1993 - 2002
State Street 1987 - 1993
Skills
Relationship Management, Mutual Funds, Management, Retirement, Financial Services, Finance, Asset Management, Asset Allocation, Process Improvement, Vendor Management, Investments, Securities, Series 63, Institutional Relations, Retirement Solutions, Defined Benefit, Defined Contribution, 401k, Record Keeping
Education
Boston University - School of Management 1988 — 1991
Master of Business Administration (M.B.A.), Management
University of California, Los Angeles 1981 — 1985
Bachelor's Degree, Psychology; Business Administration
Lauren Sheehan Lauren Sheehan's Creative Financial Group Experience June 2010 - Present
Job Account Manager at Creative Financial Group
Industry Marketing and Advertising
Experience
Creative Financial Group June 2010 - Present
tomsheehan worldwide June 2009 - August 2009
Skills
Account Management, Marketing Strategy, Advertising, Cross Selling, Teamwork, Client Retention, Communication Skills, Organization, Client Development, Manage Client..., Goal Oriented, Problem Solving, Client Liaison, Lotus Notes, Microsoft Office, Leadership, Maintaining Strong..., Twitter, Facebook, Instagram, YouTube, Customer Service, Digital Marketing, Presentations, Highly detail oriented, Event Planning, eMoney, Time Management, Proactive self-starter, Flexibility, Motivation, Social Skills, Phone Etiquette
Education
Temple University - Fox School of Business and Management 2008 — 2010
Business Administration
Creative Financial Group June 2010 - Present
tomsheehan worldwide June 2009 - August 2009
Skills
Account Management, Marketing Strategy, Advertising, Cross Selling, Teamwork, Client Retention, Communication Skills, Organization, Client Development, Manage Client..., Goal Oriented, Problem Solving, Client Liaison, Lotus Notes, Microsoft Office, Leadership, Maintaining Strong..., Twitter, Facebook, Instagram, YouTube, Customer Service, Digital Marketing, Presentations, Highly detail oriented, Event Planning, eMoney, Time Management, Proactive self-starter, Flexibility, Motivation, Social Skills, Phone Etiquette
Education
Temple University - Fox School of Business and Management 2008 — 2010
Business Administration
Erik Gary Erik Gary's Creative Financial Group Experience March 2012 - June 2013
Job Senior Product Specialist at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2013 - Present
Creative Financial Group March 2012 - June 2013
Rohm and Haas September 2008 - April 2009
Skills
Process Improvement, Time Management, Microsoft Excel, Microsoft Word, Finance, Financial Analysis, PowerPoint, Data Analysis, Financial Modeling, Microsoft Office, Strategic Planning, Series 7, Series 66
Education
Drexel University 2007 — 2011
Bachelors of Science, Chemical Engineering
West Chester East High School 2002 — 2006
High School
Morgan Stanley August 2013 - Present
Creative Financial Group March 2012 - June 2013
Rohm and Haas September 2008 - April 2009
Skills
Process Improvement, Time Management, Microsoft Excel, Microsoft Word, Finance, Financial Analysis, PowerPoint, Data Analysis, Financial Modeling, Microsoft Office, Strategic Planning, Series 7, Series 66
Education
Drexel University 2007 — 2011
Bachelors of Science, Chemical Engineering
West Chester East High School 2002 — 2006
High School
Erica Berman's Creative Financial Group Experience 2004 - 2006
Job Client Services Manager at Active Data, Inc.
Industry Information Technology and Services
Experience
Active Data, Inc. October 2013 - Present
Liquid Interactive, LLC September 2011 - September 2013
Annodyne, Inc. May 2010 - September 2011
The Creative Group January 2006 - April 2010
Creative Financial Group 2004 - 2006
Berman Entertainment 1994 - October 2004
Skills
Project Management, Digital Strategy, Social Media, Account Management, User Interface Design, Business Development, Market Research, Interactive Marketing, Social Media Marketing, Digital Marketing, Online Advertising, Integrated Marketing, SEM, Web Analytics, Email Marketing, Marketing, User Experience, SEO, Marketing Communications, Advertising, E-commerce, Graphic Design, Information Architecture, Marketing Strategy, B2B, Online Marketing, Interactive Advertising, Mobile Marketing, Sales, Leadership, PPC, Digital Media, Lead Generation, Creative Strategy, Google Analytics, Creative Direction, Entrepreneurship, Brand Development, Copywriting, Management, Content Strategy, Direct Marketing, Web Design, Consulting
Education
Temple University 2001 — 2005
B.A. Communications
Active Data, Inc. October 2013 - Present
Liquid Interactive, LLC September 2011 - September 2013
Annodyne, Inc. May 2010 - September 2011
The Creative Group January 2006 - April 2010
Creative Financial Group 2004 - 2006
Berman Entertainment 1994 - October 2004
Skills
Project Management, Digital Strategy, Social Media, Account Management, User Interface Design, Business Development, Market Research, Interactive Marketing, Social Media Marketing, Digital Marketing, Online Advertising, Integrated Marketing, SEM, Web Analytics, Email Marketing, Marketing, User Experience, SEO, Marketing Communications, Advertising, E-commerce, Graphic Design, Information Architecture, Marketing Strategy, B2B, Online Marketing, Interactive Advertising, Mobile Marketing, Sales, Leadership, PPC, Digital Media, Lead Generation, Creative Strategy, Google Analytics, Creative Direction, Entrepreneurship, Brand Development, Copywriting, Management, Content Strategy, Direct Marketing, Web Design, Consulting
Education
Temple University 2001 — 2005
B.A. Communications
Hannah Mennig's Creative Financial Group Experience March 2015 - Present
Job Financial Advising Assistant at Creative Financial Group
Industry Investment Management
Experience
Creative Financial Group March 2015 - Present
Comcast-Spectacor September 2013 - March 2015
Wolters Kluwer June 2013 - August 2013
Royal Fitness February 2013 - June 2013
Skills
Customer Service
Education
Rutgers, The State University of New Jersey-Camden 2012 — 2016
Business Management
Creative Financial Group March 2015 - Present
Comcast-Spectacor September 2013 - March 2015
Wolters Kluwer June 2013 - August 2013
Royal Fitness February 2013 - June 2013
Skills
Customer Service
Education
Rutgers, The State University of New Jersey-Camden 2012 — 2016
Business Management
John DiGirolamo John DiGirolamo's Creative Financial Group Experience September 2008 - August 2010
Job Internal Consultant at Delaware Investments, a member of the Macquarie Group
Industry Financial Services
Experience
Delaware Investments, a member of the Macquarie Group October 2012 - Present
Merrill Lynch September 2010 - September 2012
Creative Financial Group September 2008 - August 2010
North East Knights, Ravenna Italy May 2005 - October 2007
Skills
Series 7, Series 63, Mutual Funds, Series 65, Asset Management, Separately Managed..., Investments, 401k, Alternative Investments, Retirement Planning, Uniform Combined State..., Wealth Management, Portfolio Optimization, Bonds, Equities, Investment Advisory, Asset Allocation, Hedge Funds, ETFs, Saving for Education, 401k Rollovers, Retirement, Fixed Income, Portfolio Management, Wealth Management..., IRAs, Salesforce.com, Brokerage, Broker-Dealer, Finance, Securities, Financial Services, Investment Strategies, Financial Planning, Financial Advisory, Management, Investment Management, Bloomberg, Risk Management, Life Insurance, Relationship Management, Insurance, Valuation, Capital Markets
Education
Mount Saint Mary's College 2000 — 2004
Bachelor of Science (BS), Business Administration, Management and Operations
Germantown Academy 1986 — 2000
Delaware Investments, a member of the Macquarie Group October 2012 - Present
Merrill Lynch September 2010 - September 2012
Creative Financial Group September 2008 - August 2010
North East Knights, Ravenna Italy May 2005 - October 2007
Skills
Series 7, Series 63, Mutual Funds, Series 65, Asset Management, Separately Managed..., Investments, 401k, Alternative Investments, Retirement Planning, Uniform Combined State..., Wealth Management, Portfolio Optimization, Bonds, Equities, Investment Advisory, Asset Allocation, Hedge Funds, ETFs, Saving for Education, 401k Rollovers, Retirement, Fixed Income, Portfolio Management, Wealth Management..., IRAs, Salesforce.com, Brokerage, Broker-Dealer, Finance, Securities, Financial Services, Investment Strategies, Financial Planning, Financial Advisory, Management, Investment Management, Bloomberg, Risk Management, Life Insurance, Relationship Management, Insurance, Valuation, Capital Markets
Education
Mount Saint Mary's College 2000 — 2004
Bachelor of Science (BS), Business Administration, Management and Operations
Germantown Academy 1986 — 2000
Lori Chen Lori Chen's Creative Financial Group Experience March 2004 - September 2010
Job Vice President, Private Client Advisor, JPMorgan Chase Bank N.A.
Industry Financial Services
Experience
JPMorgan Chase Bank N.A. September 2014 - Present
HSBC September 2012 - August 2014
PNC Investments October 2010 - August 2012
Creative Financial Group March 2004 - September 2010
UBS August 2002 - February 2004
Wells Fargo July 1999 - August 2000
Education
La Salle University 2000 — 2002
Master of Business Administration (M.B.A.), Marketing
DeSales University 1995 — 1999
Bachelor of Science (B.S.), Marketing
JPMorgan Chase Bank N.A. September 2014 - Present
HSBC September 2012 - August 2014
PNC Investments October 2010 - August 2012
Creative Financial Group March 2004 - September 2010
UBS August 2002 - February 2004
Wells Fargo July 1999 - August 2000
Education
La Salle University 2000 — 2002
Master of Business Administration (M.B.A.), Marketing
DeSales University 1995 — 1999
Bachelor of Science (B.S.), Marketing
Anthony Galuchie's Creative Financial Group Experience June 2010 - August 2011
Job Financial/Data Analyst at Bloomberg LP
Industry Financial Services
Experience
Bloomberg LP May 2015 - Present
NAI DiLeo-Bram & Co. July 2014 - February 2015
HCMCR June 2013 - September 2013
Creative Financial Group June 2010 - August 2011
Skills
Finance, Investments, Real Estate, Financial Analysis, Bloomberg Terminal, Financial Modeling, Negotiation, Microsoft Excel, Strategic Financial..., PowerPoint, Microsoft Office, Data Analysis, Risk Management, Marketing, Microsoft Word
Education
Clemson University 2008 — 2013
Bachelor of Science (B.S.), Finance and Financial Management Services
Università degli Studi di Torino 2010 — 2010
Business, International Business
Bloomberg LP May 2015 - Present
NAI DiLeo-Bram & Co. July 2014 - February 2015
HCMCR June 2013 - September 2013
Creative Financial Group June 2010 - August 2011
Skills
Finance, Investments, Real Estate, Financial Analysis, Bloomberg Terminal, Financial Modeling, Negotiation, Microsoft Excel, Strategic Financial..., PowerPoint, Microsoft Office, Data Analysis, Risk Management, Marketing, Microsoft Word
Education
Clemson University 2008 — 2013
Bachelor of Science (B.S.), Finance and Financial Management Services
Università degli Studi di Torino 2010 — 2010
Business, International Business
Matthew Barbacane Matthew Barbacane's Creative Financial Group Experience October 2010 - Present
Job Financial Adviser, Registered Representative, New England Securities at Creative Financial Group
Industry Financial Services
Experience
Creative Financial Group October 2010 - Present
LPL Financial September 2006 - October 2010
SEI Investments May 2006 - September 2006
Education
University of Delaware 2002 — 2006
B.S., Economics
Creative Financial Group October 2010 - Present
LPL Financial September 2006 - October 2010
SEI Investments May 2006 - September 2006
Education
University of Delaware 2002 — 2006
B.S., Economics
Scott Pinchak's Creative Financial Group Experience December 2006 - July 2013
Job Senior Director at BNY Mellon Wealth Management
Industry Investment Management
Experience
BNY Mellon Wealth Management August 2013 - Present
Creative Financial Group December 2006 - July 2013
Skills
Risk Management, Strategic Planning, Investment Management, Leadership, Team Leadership, Wealth Management, Sales Management, Management, New Business Development, Finance, Estate Planning, Wealth, Wealth Management..., Insurance, Financial Planners, Life Insurance, Retirement Planning, Securities, Financial Planning
Education
Drexel University - College of Business and Administration 2001 — 2006
B.S.B.A., Finance
BNY Mellon Wealth Management August 2013 - Present
Creative Financial Group December 2006 - July 2013
Skills
Risk Management, Strategic Planning, Investment Management, Leadership, Team Leadership, Wealth Management, Sales Management, Management, New Business Development, Finance, Estate Planning, Wealth, Wealth Management..., Insurance, Financial Planners, Life Insurance, Retirement Planning, Securities, Financial Planning
Education
Drexel University - College of Business and Administration 2001 — 2006
B.S.B.A., Finance
Nevin Murkley Nevin Murkley's Creative Financial Group Experience April 2009 - July 2011
Job Wealth Manager at BNY Mellon
Industry Financial Services
Experience
BNY Mellon Wealth Management March 2015 - Present
BNY Mellon Wealth Management July 2011 - March 2015
Creative Financial Group April 2009 - July 2011
Hood Law Firm May 2008 - December 2008
Skills
Italian, Investments, Asset Management, Equities, Marketing, Mutual Funds, Securities, Wealth Management, Bloomberg, Fixed Income
Education
Clemson University 2004 — 2008
BA, Political Science, Communications and Italian Language
BNY Mellon Wealth Management March 2015 - Present
BNY Mellon Wealth Management July 2011 - March 2015
Creative Financial Group April 2009 - July 2011
Hood Law Firm May 2008 - December 2008
Skills
Italian, Investments, Asset Management, Equities, Marketing, Mutual Funds, Securities, Wealth Management, Bloomberg, Fixed Income
Education
Clemson University 2004 — 2008
BA, Political Science, Communications and Italian Language
Kate Blauert Kate Blauert's Creative Financial Group Experience April 2013 - Present
Job Experienced NonProfit and Communications Professional, Photographer
Industry Consumer Services
Experience
Creative Financial Group April 2013 - Present
Kate Blauert Photography December 2009 - Present
Buckman's Ski & Snowboard Shops 2012 - 2013
Journey Church January 2011 - February 2012
Alliance of Confessing Evangelicals October 2008 - June 2009
Advance America Inc. June 2004 - June 2008
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Photography, Public Speaking, Christian Ministry, Non-profit..., Customer Service, Marketing Communications, Social Media, Event Planning, Creativity, Fashion, Sales, Time Management
Education
Cedarville University 2004 — 2008
Bachelor of Arts (B.A.), Organizational Communication, General
Creative Financial Group April 2013 - Present
Kate Blauert Photography December 2009 - Present
Buckman's Ski & Snowboard Shops 2012 - 2013
Journey Church January 2011 - February 2012
Alliance of Confessing Evangelicals October 2008 - June 2009
Advance America Inc. June 2004 - June 2008
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Photography, Public Speaking, Christian Ministry, Non-profit..., Customer Service, Marketing Communications, Social Media, Event Planning, Creativity, Fashion, Sales, Time Management
Education
Cedarville University 2004 — 2008
Bachelor of Arts (B.A.), Organizational Communication, General
Erin Vassy Erin Vassy's Creative Financial Group Experience June 2015 - Present
Job Financial Planning Analyst at Creative Financial Group
Industry Hospitality
Experience
Creative Financial Group June 2015 - Present
Safeco Insurance June 2013 - October 2014
Hyatt Place November 2012 - June 2013
Skills
Customer Service, Negotiation, Customer Satisfaction, Time Management, Sales
Education
Kennesaw State University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance
Creative Financial Group June 2015 - Present
Safeco Insurance June 2013 - October 2014
Hyatt Place November 2012 - June 2013
Skills
Customer Service, Negotiation, Customer Satisfaction, Time Management, Sales
Education
Kennesaw State University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance
Paul Kilpatrick Paul Kilpatrick's Creative Financial Group Experience June 2005 - September 2010
Job ONeill Consulting
Industry Financial Services
Experience
O'Neill Consulting February 2012 - Present
Principal Financial Group January 2010 - January 2012
Creative Financial Group June 2005 - September 2010
Northwestern Mutual March 1995 - June 2005
Skills
Financial Analysis, Investments, Retirement Planning, Insurance, Strategic Planning, Leadership, Management, Finance, Marketing, Series 7, Sales, Series 63, Mutual Funds, Customer Service, Team Building, Strategic Financial..., Financial Planning, Financial Services, Retirement, Disability Insurance, Life Insurance
Education
Philadelphia University 1986 — 1990
B.S, Finance
Cardinal O'Hara High School 1982 — 1986
O'Neill Consulting February 2012 - Present
Principal Financial Group January 2010 - January 2012
Creative Financial Group June 2005 - September 2010
Northwestern Mutual March 1995 - June 2005
Skills
Financial Analysis, Investments, Retirement Planning, Insurance, Strategic Planning, Leadership, Management, Finance, Marketing, Series 7, Sales, Series 63, Mutual Funds, Customer Service, Team Building, Strategic Financial..., Financial Planning, Financial Services, Retirement, Disability Insurance, Life Insurance
Education
Philadelphia University 1986 — 1990
B.S, Finance
Cardinal O'Hara High School 1982 — 1986
Meagan Gallagher Meagan Gallagher's Creative Financial Group Experience September 2012 - May 2014
Job Operations Manager at SeKON
Industry Computer Software
Experience
SeKON April 2015 - Present
BTRG May 2014 - April 2015
Creative Financial Group September 2012 - May 2014
Keystone Federal Credit Union June 2006 - June 2007
Skills
Social Media, Microsoft Office, Technical Writing, Public Relations, Microsoft Excel, PowerPoint, Microsoft Word, Advertising, Creative Writing, Blogging, Account Management, Twitter, Facebook, Pinterest, Activity Coordination, Youth Leadership, Teamwork, Customer Service, Media Relations, Strategic Communications, Press Releases, Marketing, Administrative..., Lotus Notes, Social Media Marketing, Marketing Communications, Insurance, Outlook, Finance, Office Administration, Spreadsheets, Social Networking, Event Planning, Public Speaking
Education
Penn State University 2008 — 2012
Bachelor of Arts (BA), Communication and Media Studies
Penn State University 2008 — 2012
Sociology
Penn State University 2008 — 2012
International/Global Studies
Griffith University 2011 — 2011
Cultural Perspectives, Public Relations
Downingtown East High School 2004 — 2008
SeKON April 2015 - Present
BTRG May 2014 - April 2015
Creative Financial Group September 2012 - May 2014
Keystone Federal Credit Union June 2006 - June 2007
Skills
Social Media, Microsoft Office, Technical Writing, Public Relations, Microsoft Excel, PowerPoint, Microsoft Word, Advertising, Creative Writing, Blogging, Account Management, Twitter, Facebook, Pinterest, Activity Coordination, Youth Leadership, Teamwork, Customer Service, Media Relations, Strategic Communications, Press Releases, Marketing, Administrative..., Lotus Notes, Social Media Marketing, Marketing Communications, Insurance, Outlook, Finance, Office Administration, Spreadsheets, Social Networking, Event Planning, Public Speaking
Education
Penn State University 2008 — 2012
Bachelor of Arts (BA), Communication and Media Studies
Penn State University 2008 — 2012
Sociology
Penn State University 2008 — 2012
International/Global Studies
Griffith University 2011 — 2011
Cultural Perspectives, Public Relations
Downingtown East High School 2004 — 2008
Daniel Sturm, ChFC® Daniel Sturm, ChFC®'s Creative Financial Group Experience March 2011 - November 2014
Job Financial Services Professional at Windsor Financial Group
Industry Financial Services
Experience
Windsor Financial Group November 2014 - Present
Creative Financial Group March 2011 - November 2014
CT Student Services, LLC December 2009 - October 2010
Education
Penn State University 2005 — 2009
BS in Economics, Economics, Spanish, Finance
Windsor Financial Group November 2014 - Present
Creative Financial Group March 2011 - November 2014
CT Student Services, LLC December 2009 - October 2010
Education
Penn State University 2005 — 2009
BS in Economics, Economics, Spanish, Finance
Jonathan K. Tamarin Jonathan K. Tamarin's Creative Financial Group Experience April 2014 - January 2015
Job Customer Contact Specialist at Beneficial Bank
Industry Financial Services
Experience
I'm Sorry to Hear LLC March 2015 - June 2015
Creative Financial Group April 2014 - January 2015
Drexel University January 2009 - August 2013
Philadelphia Eagles September 2012 - April 2013
Becker Insurance Agency, Inc October 2010 - August 2012
Drexel University September 2010 - August 2012
The Estée Lauder Companies Inc. September 2011 - April 2012
Car and Detail June 2009 - September 2011
Skills
PowerPoint, Microsoft Office, Event Management, Microsoft Word, Sales, Microsoft Excel, Social Media, Event Planning, Research, Facebook, Public Speaking, Training, Social Media Marketing, Marketing Strategy, Photoshop, Customer Service
Education
Drexel University 2008 — 2013
Bachelor of Science, Business Administration, Senior
St. Joseph's Preparatory School 2004 — 2008
High School, High School/Secondary Diplomas and Certificates
I'm Sorry to Hear LLC March 2015 - June 2015
Creative Financial Group April 2014 - January 2015
Drexel University January 2009 - August 2013
Philadelphia Eagles September 2012 - April 2013
Becker Insurance Agency, Inc October 2010 - August 2012
Drexel University September 2010 - August 2012
The Estée Lauder Companies Inc. September 2011 - April 2012
Car and Detail June 2009 - September 2011
Skills
PowerPoint, Microsoft Office, Event Management, Microsoft Word, Sales, Microsoft Excel, Social Media, Event Planning, Research, Facebook, Public Speaking, Training, Social Media Marketing, Marketing Strategy, Photoshop, Customer Service
Education
Drexel University 2008 — 2013
Bachelor of Science, Business Administration, Senior
St. Joseph's Preparatory School 2004 — 2008
High School, High School/Secondary Diplomas and Certificates
Phil Stoltzfus, ChFC® Phil Stoltzfus, ChFC®'s Creative Financial Group Experience September 2010 - Present
Job Financial Planner, Registered Representative, New England Securities at Creative Financial Group
Industry Financial Services
Experience
Creative Financial Group September 2010 - Present
Aegis Property Group September 2007 - May 2008
Education
Drexel University 2005 — 2010
B.S., Business and Engineering
Lancaster Catholic High School 2001 — 2005
Creative Financial Group September 2010 - Present
Aegis Property Group September 2007 - May 2008
Education
Drexel University 2005 — 2010
B.S., Business and Engineering
Lancaster Catholic High School 2001 — 2005
Tyler Hersch Tyler Hersch's Creative Financial Group Experience May 2009 - September 2010
Job Regional Group Sales Consultant at Guardian Life
Industry Financial Services
Experience
Guardian Life January 2015 - Present
Guardian Life September 2013 - December 2014
Prudential Financial September 2010 - September 2013
Creative Financial Group May 2009 - September 2010
Skills
Retirement Planning, Wealth Management, Consultative Sales..., Retirement Plan..., Series 6, Series 63, Life & Health Insurance...
Education
Moravian College 2005 — 2009
Bachelor of Arts (B.A.), Business, Management, Marketing, and Related Support Services
Guardian Life January 2015 - Present
Guardian Life September 2013 - December 2014
Prudential Financial September 2010 - September 2013
Creative Financial Group May 2009 - September 2010
Skills
Retirement Planning, Wealth Management, Consultative Sales..., Retirement Plan..., Series 6, Series 63, Life & Health Insurance...
Education
Moravian College 2005 — 2009
Bachelor of Arts (B.A.), Business, Management, Marketing, and Related Support Services
Lisa (Agresta) Wanner's Creative Financial Group Experience January 1998 - 2000
Job Project Management
Industry Insurance
Experience
Creative Benefits Inc. September 2011 - Present
GSK 2006 - 2007
Pfizer Pharmaceuticals 2003 - 2007
Accenture 2000 - 2003
Creative Financial Group January 1998 - 2000
Skills
Customer Relations, New Business Development, Marketing Strategy, Marketing Communications, Public Speaking, Writing, Public Relations, Event Management, Program Management, Business Process..., Training Delivery, System Testing, Customer Service, Event Planning, Pharmaceutical Industry, Employee Benefits, Account Management, Team Building, Marketing, Sales, Strategic Planning, Consulting, Management, Leadership, Strategy, Social Media Marketing, Social Media, Project Management, Process Improvement, Training, Business Development, Business Strategy, Change Management
Education
Villanova University 1997 — 1998
BS, Finance & Marketing
Georgetown University 1995 — 1998
BS, Marketing
Agnes Irwin School 1988 — 1995
High School
Creative Benefits Inc. September 2011 - Present
GSK 2006 - 2007
Pfizer Pharmaceuticals 2003 - 2007
Accenture 2000 - 2003
Creative Financial Group January 1998 - 2000
Skills
Customer Relations, New Business Development, Marketing Strategy, Marketing Communications, Public Speaking, Writing, Public Relations, Event Management, Program Management, Business Process..., Training Delivery, System Testing, Customer Service, Event Planning, Pharmaceutical Industry, Employee Benefits, Account Management, Team Building, Marketing, Sales, Strategic Planning, Consulting, Management, Leadership, Strategy, Social Media Marketing, Social Media, Project Management, Process Improvement, Training, Business Development, Business Strategy, Change Management
Education
Villanova University 1997 — 1998
BS, Finance & Marketing
Georgetown University 1995 — 1998
BS, Marketing
Agnes Irwin School 1988 — 1995
High School
Josh Altman Josh Altman's Creative Financial Group Experience September 2012 - September 2013
Job Business Development & Operations, COO at GetPhound.com
Industry Marketing and Advertising
Experience
GetPhound September 2013 - Present
Creative Financial Group September 2012 - September 2013
Creative Financial Group June 2011 - May 2012
AXA March 2011 - January 2012
College Works Painting March 2009 - September 2009
The EFT Group Personal Training June 2008 - March 2009
Skills
Series 7, Series 66, Life & Health Insurance..., Sales Prospecting, Microsoft Excel, Microsoft Word, Quicken, Digital Marketing, SEO, Entrepreneurship, Small Business, Social Networking, Sales, Facebook, Retirement, Securities, Life Insurance, Social Media, PowerPoint, Marketing, Research, Microsoft Office
Education
Temple University 2008 — 2012
Bachelor of Business Administration (BBA), Finance, General
GetPhound September 2013 - Present
Creative Financial Group September 2012 - September 2013
Creative Financial Group June 2011 - May 2012
AXA March 2011 - January 2012
College Works Painting March 2009 - September 2009
The EFT Group Personal Training June 2008 - March 2009
Skills
Series 7, Series 66, Life & Health Insurance..., Sales Prospecting, Microsoft Excel, Microsoft Word, Quicken, Digital Marketing, SEO, Entrepreneurship, Small Business, Social Networking, Sales, Facebook, Retirement, Securities, Life Insurance, Social Media, PowerPoint, Marketing, Research, Microsoft Office
Education
Temple University 2008 — 2012
Bachelor of Business Administration (BBA), Finance, General
Kevin Hamill Kevin Hamill's Creative Financial Group Experience October 2009 - July 2012
Job President at Alliances Insurance Agency, LLC
Industry Insurance
Experience
Alliances Insurance Agency, LLC August 2012 - Present
BNI November 2012 - Present
Creative Financial Group October 2009 - July 2012
Hartford/PLANCO December 2006 - July 2009
John Kennedy Ford 2005 - 2006
Skills
Retirement Planning, Insurance, Investments, Series 63, Estate Planning, Fixed Annuities, Series 6, Securities, Financial Services, Life Insurance, Small Business, Finance, Property & Casualty..., Employee Benefits, Financial Planners, Retirement, FINRA, Sales, Umbrella Insurance, Term Life Insurance, Long-term Care, Mutual Funds, 401k
Education
Kutztown University of Pennsylvania
Marketing/Management
Alliances Insurance Agency, LLC August 2012 - Present
BNI November 2012 - Present
Creative Financial Group October 2009 - July 2012
Hartford/PLANCO December 2006 - July 2009
John Kennedy Ford 2005 - 2006
Skills
Retirement Planning, Insurance, Investments, Series 63, Estate Planning, Fixed Annuities, Series 6, Securities, Financial Services, Life Insurance, Small Business, Finance, Property & Casualty..., Employee Benefits, Financial Planners, Retirement, FINRA, Sales, Umbrella Insurance, Term Life Insurance, Long-term Care, Mutual Funds, 401k
Education
Kutztown University of Pennsylvania
Marketing/Management
Nancy Guynn Nancy Guynn's Creative Financial Group Experience January 2004 - January 2010
Job Financial Planning Specialist
Industry Insurance
Experience
Independence Wealth Strategies, an Office of MetLife January 2010 - June 2015
Creative Financial Group January 2004 - January 2010
Skills
Estate Planning, Life Insurance, Strategic Financial..., Wealth Management, Microsoft Office, eMoney, Profiles, NaviPlan, Plan Lab, Outlook, Lotus Notes, Westlaw, Lexis
Education
Widener University School of Law 1998 — 2001
Doctor of Law (JD)
Dickinson College 1994 — 1998
Bachelor of Arts (B.A.), Political Science
Mount Saint Joseph Academy 1990 — 1994
High School
Independence Wealth Strategies, an Office of MetLife January 2010 - June 2015
Creative Financial Group January 2004 - January 2010
Skills
Estate Planning, Life Insurance, Strategic Financial..., Wealth Management, Microsoft Office, eMoney, Profiles, NaviPlan, Plan Lab, Outlook, Lotus Notes, Westlaw, Lexis
Education
Widener University School of Law 1998 — 2001
Doctor of Law (JD)
Dickinson College 1994 — 1998
Bachelor of Arts (B.A.), Political Science
Mount Saint Joseph Academy 1990 — 1994
High School
S John Gorman's Creative Financial Group Experience October 1998 - Present
Job Registered Representative, New England Sercurities at Creative Financial Group
Industry Financial Services
Experience
Creative Financial Group October 1998 - Present
Education
University of Notre Dame 1967 — 1971
BS, Business Administration and Management, General
LaSalle College High School 1963 — 1967
Creative Financial Group October 1998 - Present
Education
University of Notre Dame 1967 — 1971
BS, Business Administration and Management, General
LaSalle College High School 1963 — 1967
John Remmey John Remmey's Creative Financial Group Experience April 2002 - November 2004
Job Divisional Practice Leader at Aerotek
Industry Staffing and Recruiting
Experience
Aerotek August 2015 - Present
Aerotek September 2011 - Present
Aerotek February 2009 - Present
Aerotek August 2007 - February 2009
Aerotek October 2005 - July 2007
Creative Financial Group April 2002 - November 2004
Skills
Account Management, Technical Recruiting, Resume Writing, Biotechnology, Talent Acquisition, Interviews, Employee Training, Staffing Services, Applicant Tracking..., Leadership, Vendor Management, Recruiting, Temporary Staffing, Human Resources, Management, SDLC, College Recruiting, Temporary Placement, Internet Recruiting, Personnel Management, Networking, People Skills, Screening Resumes, Contract Recruitment, Sourcing, Training & Development, Interviewing, Human Capital Management, Full-cycle Recruiting, Benefits Negotiation, Executive Search, Hiring, Cold Calling, Onboarding, Permanent Placement, Screening, Staff Augmentation, Strategy, Talent Management, Time Management, Job Fairs
Education
Moravian College 1997 — 2001
Bachelors, Finance
Aerotek August 2015 - Present
Aerotek September 2011 - Present
Aerotek February 2009 - Present
Aerotek August 2007 - February 2009
Aerotek October 2005 - July 2007
Creative Financial Group April 2002 - November 2004
Skills
Account Management, Technical Recruiting, Resume Writing, Biotechnology, Talent Acquisition, Interviews, Employee Training, Staffing Services, Applicant Tracking..., Leadership, Vendor Management, Recruiting, Temporary Staffing, Human Resources, Management, SDLC, College Recruiting, Temporary Placement, Internet Recruiting, Personnel Management, Networking, People Skills, Screening Resumes, Contract Recruitment, Sourcing, Training & Development, Interviewing, Human Capital Management, Full-cycle Recruiting, Benefits Negotiation, Executive Search, Hiring, Cold Calling, Onboarding, Permanent Placement, Screening, Staff Augmentation, Strategy, Talent Management, Time Management, Job Fairs
Education
Moravian College 1997 — 2001
Bachelors, Finance
Marissa Andreozzi Marissa Andreozzi's Creative Financial Group Experience June 2003 - November 2011
Job Accountant
Industry Entertainment
Experience
Union Transfer LLC November 2011 - Present
Creative Financial Group June 2003 - November 2011
Education
University of Delaware 1999 — 2003
Bachelor of Science (B.S.)
Union Transfer LLC November 2011 - Present
Creative Financial Group June 2003 - November 2011
Education
University of Delaware 1999 — 2003
Bachelor of Science (B.S.)
Micky Pegg, MS, AIF® Micky Pegg, MS, AIF®'s Creative Financial Group Experience May 2009 - September 2010
Job Regional 401(k) Sales Director at Lincoln Financial Distributors
Industry Financial Services
Experience
Lincoln Financial Distributors August 2011 - Present
Lincoln Financial Distributors September 2010 - August 2011
Creative Financial Group May 2009 - September 2010
CAO International June 2003 - November 2008
Felipe Gregorio International March 2002 - March 2003
Davidoff of Geneva April 1998 - March 2002
Skills
Retirement Plan..., 401k, 403b, Defined Contribution, Defined Benefit, Mutual Funds, Series 6, Series 63, Fixed Annuities, Financial Advisory, Financial Services, Finance, Investments, Sales, Salesforce.com, Wealth Management, Financial Planners, Insurance, Life Insurance, Disability Insurance, Sales Management, Leadership, Management, Sales Operations, Strategic Planning, Marketing, Mergers & Acquisitions, Long-term Care, FINRA
Education
University of Pennsylvania
Master of Philosophy (MPhil), Leadership/Management & Global Organization
University of Pennsylvania
Master of Science (MS), Organizational Dynamics
University of Pennsylvania 2004 — 2007
International Leadership Exchange Program, Global Senior Executives: US, London, Sweden & France
The Catholic University of America 1987 — 1991
Bachelor of Arts (BA)
Valley Forge Military Academy 1986 — 1987
Diploma, Preparatory
Lincoln Financial Distributors August 2011 - Present
Lincoln Financial Distributors September 2010 - August 2011
Creative Financial Group May 2009 - September 2010
CAO International June 2003 - November 2008
Felipe Gregorio International March 2002 - March 2003
Davidoff of Geneva April 1998 - March 2002
Skills
Retirement Plan..., 401k, 403b, Defined Contribution, Defined Benefit, Mutual Funds, Series 6, Series 63, Fixed Annuities, Financial Advisory, Financial Services, Finance, Investments, Sales, Salesforce.com, Wealth Management, Financial Planners, Insurance, Life Insurance, Disability Insurance, Sales Management, Leadership, Management, Sales Operations, Strategic Planning, Marketing, Mergers & Acquisitions, Long-term Care, FINRA
Education
University of Pennsylvania
Master of Philosophy (MPhil), Leadership/Management & Global Organization
University of Pennsylvania
Master of Science (MS), Organizational Dynamics
University of Pennsylvania 2004 — 2007
International Leadership Exchange Program, Global Senior Executives: US, London, Sweden & France
The Catholic University of America 1987 — 1991
Bachelor of Arts (BA)
Valley Forge Military Academy 1986 — 1987
Diploma, Preparatory
Michael Prendergast's Creative Financial Group Experience 2001 - 2004
Job SVP, Senior Director at Capital One
Industry Banking
Experience
Capital One September 2015 - Present
Citibank January 2011 - September 2015
TD Bank 2004 - 2011
Creative Financial Group 2001 - 2004
Fleet Bank 1997 - 2001
Corestates Bank 1986 - 1997
Skills
Loans, Financial Analysis, Commercial Lending, Real Estate, Underwriting, Portfolio Management, Strategic Financial..., Business Development, New Business Development, Financial Structuring, Financial Planning, Banking
Education
Drexel University
MBA, Finance
Saint Joseph's University
BA, Economics / Computer Science
The American College
CFP®, ChFC®, CLU®
Capital One September 2015 - Present
Citibank January 2011 - September 2015
TD Bank 2004 - 2011
Creative Financial Group 2001 - 2004
Fleet Bank 1997 - 2001
Corestates Bank 1986 - 1997
Skills
Loans, Financial Analysis, Commercial Lending, Real Estate, Underwriting, Portfolio Management, Strategic Financial..., Business Development, New Business Development, Financial Structuring, Financial Planning, Banking
Education
Drexel University
MBA, Finance
Saint Joseph's University
BA, Economics / Computer Science
The American College
CFP®, ChFC®, CLU®
Sarah Clay's Creative Financial Group Experience August 2013 - January 2014
Job Operations Manager at Velocity Concepts
Industry Financial Services
Experience
Velocity Concepts October 2014 - Present
Velocity Concepts March 2014 - October 2014
Creative Financial Group August 2013 - January 2014
Bankers Life and CasualtyVC December 2012 - July 2013
Vanguard January 2012 - September 2012
Robert Cato & Associates, Inc. July 2003 - December 2011
Skills
Retirement Planning, Insurance, Mutual Funds, Investments, Long-term Care, Risk Management, Finance, Strategic Planning, 401k, Series 63, Series 6, Leadership, Management, Customer Service, Securities, Retirement, Wealth Management, insurance financial...
Education
Immaculata University 2006 — 2010
BA, Financial Management & Organization Dynamics, cum laude
Velocity Concepts October 2014 - Present
Velocity Concepts March 2014 - October 2014
Creative Financial Group August 2013 - January 2014
Bankers Life and CasualtyVC December 2012 - July 2013
Vanguard January 2012 - September 2012
Robert Cato & Associates, Inc. July 2003 - December 2011
Skills
Retirement Planning, Insurance, Mutual Funds, Investments, Long-term Care, Risk Management, Finance, Strategic Planning, 401k, Series 63, Series 6, Leadership, Management, Customer Service, Securities, Retirement, Wealth Management, insurance financial...
Education
Immaculata University 2006 — 2010
BA, Financial Management & Organization Dynamics, cum laude
Garrett Pollard Garrett Pollard's Creative Financial Group Experience September 2009 - February 2010
Job Data Backup and Disaster Recovery Technology Professional
Industry Computer Software
Experience
Unitrends April 2013 - Present
Unitrends April 2013 - October 2013
5nine Software January 2013 - March 2013
The Bowdoin Group June 2012 - September 2012
EF Educational Tours June 2010 - June 2012
Prime Design February 2010 - June 2010
Creative Financial Group September 2009 - February 2010
Prime Design June 2000 - August 2008
Skills
Sales, Account Management, Training, Salesforce.com, Social Media, Relationship Management, Building Relationships, Customer Retention, Time Management, Lead Generation, PowerPoint, Social Networking, Customer Service, CRM, Marketing Strategy, Networking, Outlook, Microsoft Excel, Strategist, Sales Presentations, Phone Skills, Sales Force Development, Strategic Planning, Team Leadership, Fast Learner, Problem Solving, Account Executives, Conflict Resolution, Organization &..., Strategic Thinking, Business Strategy, Experienced Traveler, International Logistics, Growth Strategies, SPIN Sales Training, Exceeding Quotas, Territory Management, Territory Development, Territory Growth, Territory..., Cloud Applications, Cloud Storage, Cloud Security, Private Cloud, Backup & Recovery..., Data Backup Solutions, Offsite Backup
Education
La Salle University 2005 — 2009
Business, Marketing
Gloucester Catholic High School 2001 — 2005
Unitrends April 2013 - Present
Unitrends April 2013 - October 2013
5nine Software January 2013 - March 2013
The Bowdoin Group June 2012 - September 2012
EF Educational Tours June 2010 - June 2012
Prime Design February 2010 - June 2010
Creative Financial Group September 2009 - February 2010
Prime Design June 2000 - August 2008
Skills
Sales, Account Management, Training, Salesforce.com, Social Media, Relationship Management, Building Relationships, Customer Retention, Time Management, Lead Generation, PowerPoint, Social Networking, Customer Service, CRM, Marketing Strategy, Networking, Outlook, Microsoft Excel, Strategist, Sales Presentations, Phone Skills, Sales Force Development, Strategic Planning, Team Leadership, Fast Learner, Problem Solving, Account Executives, Conflict Resolution, Organization &..., Strategic Thinking, Business Strategy, Experienced Traveler, International Logistics, Growth Strategies, SPIN Sales Training, Exceeding Quotas, Territory Management, Territory Development, Territory Growth, Territory..., Cloud Applications, Cloud Storage, Cloud Security, Private Cloud, Backup & Recovery..., Data Backup Solutions, Offsite Backup
Education
La Salle University 2005 — 2009
Business, Marketing
Gloucester Catholic High School 2001 — 2005
William Roach William Roach's Creative Financial Group Experience September 2009 - October 2010
Job Municipal Bond Trader
Industry Financial Services
Experience
Delaware Investments May 2015 - Present
Delaware Investments, a member of the Macquarie Group 2012 - Present
Merrill Lynch November 2010 - November 2012
Creative Financial Group September 2009 - October 2010
Skills
Finance, Series 7, Mutual Funds, Investments, Portfolio Management
Education
Villanova University 2013 — 2015
Master of Business Administration (MBA), Finance and Financial Management Services
Albright College 2005 — 2009
Bachelor of Science (B.S.), Business Management and Political Science
Delaware Investments May 2015 - Present
Delaware Investments, a member of the Macquarie Group 2012 - Present
Merrill Lynch November 2010 - November 2012
Creative Financial Group September 2009 - October 2010
Skills
Finance, Series 7, Mutual Funds, Investments, Portfolio Management
Education
Villanova University 2013 — 2015
Master of Business Administration (MBA), Finance and Financial Management Services
Albright College 2005 — 2009
Bachelor of Science (B.S.), Business Management and Political Science
Kari Smedley Kari Smedley's Creative Financial Group Experience November 2013 - Present
Job Investments Support
Industry Financial Services
Experience
Creative Financial Group November 2013 - Present
Kohl's Department Stores 2007 - 2013
AEGON Americas January 2003 - August 2004
Skills
Customer Service, Business Analysis, Customer Service..., Visual Merchandising, Operations Management, Testing, Merchandising, Customer Experience, Planograms
Education
Goldey Beacom College 1990 — 1992
Computer and Information Sciences and Support Services
Creative Financial Group November 2013 - Present
Kohl's Department Stores 2007 - 2013
AEGON Americas January 2003 - August 2004
Skills
Customer Service, Business Analysis, Customer Service..., Visual Merchandising, Operations Management, Testing, Merchandising, Customer Experience, Planograms
Education
Goldey Beacom College 1990 — 1992
Computer and Information Sciences and Support Services
Michael Taylor, ChFC® Michael Taylor, ChFC®'s Creative Financial Group Experience December 2008 - December 2014
Job Senior Agency Compliance Consultant at MetLife Premier Client Group of Greater Philadelphia
Industry Financial Services
Experience
MetLife Premier Client Group of Greater Philadelphia January 2015 - Present
Creative Financial Group December 2008 - December 2014
First Financial Group May 2007 - December 2008
Education
The American College 2010 — 2011
Kutztown University of Pennsylvania 2002 — 2006
BSBA, Finance
MetLife Premier Client Group of Greater Philadelphia January 2015 - Present
Creative Financial Group December 2008 - December 2014
First Financial Group May 2007 - December 2008
Education
The American College 2010 — 2011
Kutztown University of Pennsylvania 2002 — 2006
BSBA, Finance
Joseph Syernick Joseph Syernick's Creative Financial Group Experience January 1993 - Present
Job Senior Partner, Financial Services Representative at Creative Financial Group, an office of MetLife
Industry Financial Services
Experience
Creative Financial Group January 1993 - Present
Stockton Bates 1990 - September 1992
Education
Franklin & Marshall College
Bachelor's degree, Accounting
Creative Financial Group January 1993 - Present
Stockton Bates 1990 - September 1992
Education
Franklin & Marshall College
Bachelor's degree, Accounting
Joanna Craney Joanna Craney's Creative Financial Group Experience March 2011 - December 2014
Job Client Service Manager
Industry Financial Services
Experience
MWealth Advisors January 2015 - Present
Creative Financial Group March 2011 - December 2014
sanofi-aventis February 2006 - December 2010
Merck October 2004 - April 2005
Merck June 2004 - August 2004
Montogomery County Detectives 2003 - 2003
Skills
Clinical Trials, Clinical Development, Pharmaceutical Industry, Management, Clinical Research, PCR, Customer Service, Assay Development, Financial Services, Research, Microsoft Office, Lifesciences, Molecular Biology, Insurance, Client Service Oriented, Project Management, Data Analysis, Biotechnology, Smart Office, Superior Client Service, Events Coordination, Leadership, Laboratory
Education
Gwynedd Mercy University 2001 — 2005
BS, Biology
Montgomery County Community College 2009 — 2009
WITS Certification, Personal Trainer
MWealth Advisors January 2015 - Present
Creative Financial Group March 2011 - December 2014
sanofi-aventis February 2006 - December 2010
Merck October 2004 - April 2005
Merck June 2004 - August 2004
Montogomery County Detectives 2003 - 2003
Skills
Clinical Trials, Clinical Development, Pharmaceutical Industry, Management, Clinical Research, PCR, Customer Service, Assay Development, Financial Services, Research, Microsoft Office, Lifesciences, Molecular Biology, Insurance, Client Service Oriented, Project Management, Data Analysis, Biotechnology, Smart Office, Superior Client Service, Events Coordination, Leadership, Laboratory
Education
Gwynedd Mercy University 2001 — 2005
BS, Biology
Montgomery County Community College 2009 — 2009
WITS Certification, Personal Trainer
Myles Huf's Creative Financial Group Experience July 2010 - February 2011
Job Relationship Manager at EMPOWER Retirement
Industry Financial Services
Experience
EMPOWER Retirement November 2013 - Present
Valley Forge Enterprises, Ltd. March 2011 - November 2013
Creative Financial Group July 2010 - February 2011
Donohue Funeral Home January 2003 - November 2010
Education
University of Scranton 2006 — 2010
B.S., Management; Marketing
Monsignor Bonner High School 2002 — 2006
EMPOWER Retirement November 2013 - Present
Valley Forge Enterprises, Ltd. March 2011 - November 2013
Creative Financial Group July 2010 - February 2011
Donohue Funeral Home January 2003 - November 2010
Education
University of Scranton 2006 — 2010
B.S., Management; Marketing
Monsignor Bonner High School 2002 — 2006
Jim Paone's Creative Financial Group Experience May 2003 - November 2004
Job Surety Account Executive Commercial Surety at Zurich
Industry Insurance
Experience
Zurich North America January 2014 - Present
Travelers February 2013 - January 2014
Travelers Global Technology July 2011 - March 2013
Travelers Bond & Financial Products November 2004 - July 2011
Creative Financial Group May 2003 - November 2004
Skills
Underwriting, Insurance, Property & Casualty..., Risk Management, Claim, Financial Analysis, General Insurance, Workers Compensation, Relationship Management, Financial Risk, Customer Service, Strategic Planning, Business Analysis, Process Improvement, Health Insurance, Surety Bonds, Commercial Insurance, Professional Liability, Finance, Liability, Commercial Lines, Casualty, Life Insurance, Surety, Financial Services, Analysis, Fiduciary, Fixed Annuities, Training, Credit Analysis, Retirement Planning, Employee Benefits, Marketing, Sales Management, Bonds, Umbrella Insurance, Risk Assessment, Building Relationships, Reinsurance, Liability Analysis, Risk Analysis, Excess, New Business Development, Portfolio Management, Indemnity, Strategic Financial...
Education
Temple University - Fox School of Business and Management 1999 — 2002
Bachelor of Business Administration (B.B.A.), Finance, General
Upper Dublin High School 1994 — 1997
Zurich North America January 2014 - Present
Travelers February 2013 - January 2014
Travelers Global Technology July 2011 - March 2013
Travelers Bond & Financial Products November 2004 - July 2011
Creative Financial Group May 2003 - November 2004
Skills
Underwriting, Insurance, Property & Casualty..., Risk Management, Claim, Financial Analysis, General Insurance, Workers Compensation, Relationship Management, Financial Risk, Customer Service, Strategic Planning, Business Analysis, Process Improvement, Health Insurance, Surety Bonds, Commercial Insurance, Professional Liability, Finance, Liability, Commercial Lines, Casualty, Life Insurance, Surety, Financial Services, Analysis, Fiduciary, Fixed Annuities, Training, Credit Analysis, Retirement Planning, Employee Benefits, Marketing, Sales Management, Bonds, Umbrella Insurance, Risk Assessment, Building Relationships, Reinsurance, Liability Analysis, Risk Analysis, Excess, New Business Development, Portfolio Management, Indemnity, Strategic Financial...
Education
Temple University - Fox School of Business and Management 1999 — 2002
Bachelor of Business Administration (B.B.A.), Finance, General
Upper Dublin High School 1994 — 1997
Larry Jenkins, CLU Larry Jenkins, CLU's Creative Financial Group Experience 2004 - 2011
Job Founder and Senior Partner, Jenkins & Associates Financial Planning Services
Industry Financial Services
Experience
Jenkins & Associates Financial Planning Services December 2011 - Present
Creative Financial Group 2004 - 2011
Skills
Estate Planning, Financial Planning, Securities, Insurance Planning, Risk Management
Education
Temple University 1989 — 1993
Jenkins & Associates Financial Planning Services December 2011 - Present
Creative Financial Group 2004 - 2011
Skills
Estate Planning, Financial Planning, Securities, Insurance Planning, Risk Management
Education
Temple University 1989 — 1993
Thomas Hayn Thomas Hayn's Creative Financial Group Experience 2004 - August 2014
Job Financial Consultant, Vice President at Santander Securities serving in SouthEastern PA
Industry Financial Services
Experience
Santander Securities August 2014 - Present
Creative Financial Group 2004 - August 2014
Southco 1997 - 2005
Lukens Steel 1993 - 1998
Philadelphia Naval Ship Yard 1982 - 1993
Education
Drexel University 1991 — 1997
Masters of Science, Finance, Engineering and Financial Management, MSEM 1997
Drexel University 1980 — 1985
Bachelor's degree, Mechanical Engineering
St Joe's Prep 1976 — 1980
Santander Securities August 2014 - Present
Creative Financial Group 2004 - August 2014
Southco 1997 - 2005
Lukens Steel 1993 - 1998
Philadelphia Naval Ship Yard 1982 - 1993
Education
Drexel University 1991 — 1997
Masters of Science, Finance, Engineering and Financial Management, MSEM 1997
Drexel University 1980 — 1985
Bachelor's degree, Mechanical Engineering
St Joe's Prep 1976 — 1980
Callan Wall's Creative Financial Group Experience February 2008 - February 2011
Job Senior Marketing Specialist, Event Consulting at Deloitte
Industry Marketing and Advertising
Experience
Deloitte November 2011 - Present
Deloitte November 2011 - Present
Creative Financial Group February 2008 - February 2011
Dakota Marketing August 2007 - February 2008
Metropolitan Flag and Banner September 2005 - September 2007
Whole Foods Market March 2005 - July 2007
Skills
Event Planning, Marketing, Fundraising, Event Management, Management, Project Management, Teamwork, Project Planning, Marketing Communications, Social Media, Marketing Strategy, Direct Marketing, Social Networking, Social Media Marketing, Email Marketing
Education
Boston University 1999 — 2003
BFA, Graphic Design and Art History
Boston University
Bachelor of Fine Arts (BFA), Graphic Design
Deloitte November 2011 - Present
Deloitte November 2011 - Present
Creative Financial Group February 2008 - February 2011
Dakota Marketing August 2007 - February 2008
Metropolitan Flag and Banner September 2005 - September 2007
Whole Foods Market March 2005 - July 2007
Skills
Event Planning, Marketing, Fundraising, Event Management, Management, Project Management, Teamwork, Project Planning, Marketing Communications, Social Media, Marketing Strategy, Direct Marketing, Social Networking, Social Media Marketing, Email Marketing
Education
Boston University 1999 — 2003
BFA, Graphic Design and Art History
Boston University
Bachelor of Fine Arts (BFA), Graphic Design
Rachel Edelman Rachel Edelman's Creative Financial Group Experience March 2013 - February 2014
Job Arts Administration
Industry Philanthropy
Experience
Haas Associates February 2014 - Present
Creative Financial Group March 2013 - February 2014
Ada Horn Watercolors November 2010 - November 2012
Hui No'eau Visual Arts Center November 2010 - August 2012
Todo Mundo Ltd November 2008 - September 2010
Count Me In 2010 - 2010
Children's Museum of the Arts June 2007 - November 2008
Void Magazine September 2006 - May 2007
Skills
Event Management, Event Planning, Art Exhibitions, Archives, Executive Support, Gallery Administration, Office Management, Web Editing, Text Editing, Music Industry, Communication Skills, Non-profits, Photography, Fundraising, Database Administration, Organization &..., Blogging, Nonprofits, Museums, Grant Writing, Editing, Publications, Social Media, Health Insurance, Life Insurance, Accident Insurance, Disability Insurance, Annuity Sales, Publicity, Press Releases, Music, Research, Leadership, Arts Administration, Copywriting, Entrepreneurship
Education
New York University 2003 — 2007
BS, Mass Media & Communication Studies
UDHS
High School Diploma
Haas Associates February 2014 - Present
Creative Financial Group March 2013 - February 2014
Ada Horn Watercolors November 2010 - November 2012
Hui No'eau Visual Arts Center November 2010 - August 2012
Todo Mundo Ltd November 2008 - September 2010
Count Me In 2010 - 2010
Children's Museum of the Arts June 2007 - November 2008
Void Magazine September 2006 - May 2007
Skills
Event Management, Event Planning, Art Exhibitions, Archives, Executive Support, Gallery Administration, Office Management, Web Editing, Text Editing, Music Industry, Communication Skills, Non-profits, Photography, Fundraising, Database Administration, Organization &..., Blogging, Nonprofits, Museums, Grant Writing, Editing, Publications, Social Media, Health Insurance, Life Insurance, Accident Insurance, Disability Insurance, Annuity Sales, Publicity, Press Releases, Music, Research, Leadership, Arts Administration, Copywriting, Entrepreneurship
Education
New York University 2003 — 2007
BS, Mass Media & Communication Studies
UDHS
High School Diploma
Ronald York, RFC, RFP Ronald York, RFC, RFP's Creative Financial Group Experience March 2011 - March 2014
Job Senior Partner | Investment Advisor Representative
Industry Financial Services
Experience
Foresight Financial Partners March 2014 - Present
Creative Financial Group March 2011 - March 2014
Barclays Capital January 2010 - January 2011
BARCLAY'S CAPITAL January 2010 - January 2011
LaBranche & Co April 2005 - January 2010
Ron York Electrical Contracting January 1994 - January 2009
La Branche & Company January 2000 - January 2005
Bocklet & Company January 1994 - January 2001
BOCKLET & CO. LLC January 1997 - January 2000
Skills
Retirement Planning, Investments, Portfolio Management, Equities, New Business Development, Mutual Funds
Education
Fairleigh Dickinson University 2007 — 2009
Financial Planning Certificate, Finance
Thomas Edison State College 2006 — 2009
BSBA, Finance
Rutgers University-New Brunswick 1995 — 1998
Finance, General
Foresight Financial Partners March 2014 - Present
Creative Financial Group March 2011 - March 2014
Barclays Capital January 2010 - January 2011
BARCLAY'S CAPITAL January 2010 - January 2011
LaBranche & Co April 2005 - January 2010
Ron York Electrical Contracting January 1994 - January 2009
La Branche & Company January 2000 - January 2005
Bocklet & Company January 1994 - January 2001
BOCKLET & CO. LLC January 1997 - January 2000
Skills
Retirement Planning, Investments, Portfolio Management, Equities, New Business Development, Mutual Funds
Education
Fairleigh Dickinson University 2007 — 2009
Financial Planning Certificate, Finance
Thomas Edison State College 2006 — 2009
BSBA, Finance
Rutgers University-New Brunswick 1995 — 1998
Finance, General
Brian Hadka's Creative Financial Group Experience April 2006 - July 2006
Job Site Activation Manager at ICON plc
Industry Pharmaceuticals
Experience
ICON plc March 2015 - Present
ICON plc January 2012 - March 2015
ICON plc July 2010 - January 2012
ICON plc June 2008 - July 2010
ICON plc June 2007 - June 2008
ICON plc September 2006 - June 2007
Creative Financial Group April 2006 - July 2006
KTR Engineering Solutions June 2005 - February 2006
Skills
Clinical Research, Protocol, Phase I, GCP, Clinical Trials, Oncology, CRO, Regulatory Affairs, Regulatory Submissions, EDC, Clinical Study Design, Phase 2, CTMS, SOP, Inform, Therapeutic Areas
Education
Penn State University 2001 — 2005
B.S., Business Administration
ICON plc March 2015 - Present
ICON plc January 2012 - March 2015
ICON plc July 2010 - January 2012
ICON plc June 2008 - July 2010
ICON plc June 2007 - June 2008
ICON plc September 2006 - June 2007
Creative Financial Group April 2006 - July 2006
KTR Engineering Solutions June 2005 - February 2006
Skills
Clinical Research, Protocol, Phase I, GCP, Clinical Trials, Oncology, CRO, Regulatory Affairs, Regulatory Submissions, EDC, Clinical Study Design, Phase 2, CTMS, SOP, Inform, Therapeutic Areas
Education
Penn State University 2001 — 2005
B.S., Business Administration
Jamie Berman's Creative Financial Group Experience September 2003 - December 2005
Job Director of Marketing at Pantzer Properties, Inc. & Panco Management Corporation
Industry Real Estate
Experience
Pantzer Properties, Inc. & Panco Management Corporation January 2015 - Present
First Montgomery Group March 2013 - January 2015
R&W Publishing Associates March 2011 - February 2013
Artcraft Promotional Concepts November 2006 - May 2011
InterCall December 2005 - October 2006
Creative Financial Group September 2003 - December 2005
Skills
Marketing Management, Business Development, Social Media Marketing, Advertising, Marketing Strategy, Account Management, Strategy, Management, Value Selling, Salesforce.com, Sales, Budgets, New Business Development, Business Relationship..., Marketing, Email Marketing, Sales Management, Relationship Marketing, Consultative Approach, Account Planning, Direct Marketing, Trade Shows, Social Media, Strategic Partnerships, Public Relations, Direct Mail, Product Marketing, Integrated Marketing, Strategic Planning, Digital Marketing, Online Marketing, Entrepreneurship, Lead Generation, Brand Development
Education
University of Delaware 1999 — 2003
Pantzer Properties, Inc. & Panco Management Corporation January 2015 - Present
First Montgomery Group March 2013 - January 2015
R&W Publishing Associates March 2011 - February 2013
Artcraft Promotional Concepts November 2006 - May 2011
InterCall December 2005 - October 2006
Creative Financial Group September 2003 - December 2005
Skills
Marketing Management, Business Development, Social Media Marketing, Advertising, Marketing Strategy, Account Management, Strategy, Management, Value Selling, Salesforce.com, Sales, Budgets, New Business Development, Business Relationship..., Marketing, Email Marketing, Sales Management, Relationship Marketing, Consultative Approach, Account Planning, Direct Marketing, Trade Shows, Social Media, Strategic Partnerships, Public Relations, Direct Mail, Product Marketing, Integrated Marketing, Strategic Planning, Digital Marketing, Online Marketing, Entrepreneurship, Lead Generation, Brand Development
Education
University of Delaware 1999 — 2003
Matt Brunner's Creative Financial Group Experience May 2009 - October 2010
Job Wholesaler at Resource Real Estate
Industry Financial Services
Experience
Resource Real Estate April 2012 - Present
Brunner Properties LLC May 2014 - Present
Phi Kappa Theta Alumni Association- Temple U January 2013 - Present
New York Life Insurance Company August 2010 - May 2012
Creative Financial Group May 2009 - October 2010
Skills
Investments, Series 7, Mutual Funds, Asset Managment, Alternative Investments, Strategic Financial..., Securities, Wealth Management, 401k, Investment Strategies, Financial Advisory, IRAs, Due Diligence, Real Estate, Selling, Entrepreneurship, Investment Properties, Financial Services, Start-ups, Finance, Asset Management, Asset Allocation
Education
Temple University 2005 — 2009
Bachelor's degree, Finance, Risk Management and Insurance
Resource Real Estate April 2012 - Present
Brunner Properties LLC May 2014 - Present
Phi Kappa Theta Alumni Association- Temple U January 2013 - Present
New York Life Insurance Company August 2010 - May 2012
Creative Financial Group May 2009 - October 2010
Skills
Investments, Series 7, Mutual Funds, Asset Managment, Alternative Investments, Strategic Financial..., Securities, Wealth Management, 401k, Investment Strategies, Financial Advisory, IRAs, Due Diligence, Real Estate, Selling, Entrepreneurship, Investment Properties, Financial Services, Start-ups, Finance, Asset Management, Asset Allocation
Education
Temple University 2005 — 2009
Bachelor's degree, Finance, Risk Management and Insurance
Kurt Tesh's Creative Financial Group Experience October 1997 - March 1998
Job Due Diligence Officer at Kalos Financial
Industry Financial Services
Experience
Kalos Financial November 2013 - Present
Clarity Finance 2004 - October 2013
RogersCasey 1998 - 2004
Creative Financial Group October 1997 - March 1998
Reliance Trust Company April 1996 - June 1997
Financial Service Corp. 1990 - 1996
Skills
Portfolio Management, Asset Management, Investments, Alternative Investments, Asset Managment, Real Estate, Oil/Gas, Due Diligence, Mutual Funds, Asset Allocation, Finance, Management, Private Equity, Investment Strategies, Hedge Funds, Investment Management, Equities, Investment Advisory, Capital Markets, Series 7
Education
Stetson University 1980 — 1984
BBA, Finance, Marketing
Winter Haven High 1977 — 1980
Kalos Financial November 2013 - Present
Clarity Finance 2004 - October 2013
RogersCasey 1998 - 2004
Creative Financial Group October 1997 - March 1998
Reliance Trust Company April 1996 - June 1997
Financial Service Corp. 1990 - 1996
Skills
Portfolio Management, Asset Management, Investments, Alternative Investments, Asset Managment, Real Estate, Oil/Gas, Due Diligence, Mutual Funds, Asset Allocation, Finance, Management, Private Equity, Investment Strategies, Hedge Funds, Investment Management, Equities, Investment Advisory, Capital Markets, Series 7
Education
Stetson University 1980 — 1984
BBA, Finance, Marketing
Winter Haven High 1977 — 1980
William Moppert III William Moppert III's Creative Financial Group Experience September 2004 - June 2006
Job Vice President of Moppert Auto Collision
Industry Automotive
Experience
Moppert Auto Collision June 2006 - Present
Creative Financial Group September 2004 - June 2006
Skills
Customer Service, Strategic Planning, Budgets, Financial Analysis, Financial Reporting, Accounting, Management, Leadership, Account Management, Customer Satisfaction, Operations Management, Team Building, Sales Management, Sales, Marketing Strategy, Marketing
Education
Drexel University 2002 — 2006
Bachelor's degree, Accounting and Finance
Moppert Auto Collision June 2006 - Present
Creative Financial Group September 2004 - June 2006
Skills
Customer Service, Strategic Planning, Budgets, Financial Analysis, Financial Reporting, Accounting, Management, Leadership, Account Management, Customer Satisfaction, Operations Management, Team Building, Sales Management, Sales, Marketing Strategy, Marketing
Education
Drexel University 2002 — 2006
Bachelor's degree, Accounting and Finance
Kyle Landers's Creative Financial Group Experience January 1993 - November 1997
Job Deals Director M&A Valuation at PricewaterhouseCoopers (PwC)
Industry Accounting
Experience
PricewaterhouseCoopers April 2007 - Present
American Appraisal, A Division of Duff & Phelps April 2001 - April 2007
Adams Capital November 1997 - March 2001
Creative Financial Group January 1993 - November 1997
Forensic Engineering January 1983 - December 1992
Skills
Valuation, Business Valuation, Intangible Assets, Purchase Price..., Impairment, Fair Value, Mergers, Accounting, Financial Reporting, Financial Modeling, Financial Analysis, Corporate Finance, REIT, Tax, Portfolio Management, DCF, Mergers & Acquisitions, SEC filings, Acquisitions, Analysis, Management, SEC Filings, Due Diligence
Education
University of Mississippi
BBA, Banking & Finance
Georgia State University
MBA, Finance
PricewaterhouseCoopers April 2007 - Present
American Appraisal, A Division of Duff & Phelps April 2001 - April 2007
Adams Capital November 1997 - March 2001
Creative Financial Group January 1993 - November 1997
Forensic Engineering January 1983 - December 1992
Skills
Valuation, Business Valuation, Intangible Assets, Purchase Price..., Impairment, Fair Value, Mergers, Accounting, Financial Reporting, Financial Modeling, Financial Analysis, Corporate Finance, REIT, Tax, Portfolio Management, DCF, Mergers & Acquisitions, SEC filings, Acquisitions, Analysis, Management, SEC Filings, Due Diligence
Education
University of Mississippi
BBA, Banking & Finance
Georgia State University
MBA, Finance
Theresa Bonkoski Theresa Bonkoski's Creative Financial Group Experience 2013 - 2013
Job Parts Stock Clerk at AccuTemp Products
Industry Accounting
Experience
AccuTemp Products May 2013 - Present
and Payroll Clerk September 2012 - April 2013
Creative Financial Group 2013 - 2013
Fort Wayne Reinforcing, Auburn, IN March 2012 - August 2012
new chapter in my life August 2011 - March 2012
Foster Care Services Inc. 1995 - 2011
Royal Industries September 1992 - September 1995
Skills
Microsoft Office 2007, Payroll Processing, Payroll Taxes, Accounts Payable, Accounts Receivable, Customer Service, Answering Phones, Database Management, Typing, Copying, Data Entry, Bookkeeping, Financial Reporting, Payment Processing, Invoicing, Order Processing, Internet Banking, Clerical Duties, Clerical Skills, Vouchering, Clerical Work, Administrative..., Payroll
Education
Dekalb High School, Waterloo, IN
Graduated, Business
Ivy Tech Community College
Associates, Information Systems-Computers, Data Management
AccuTemp Products May 2013 - Present
and Payroll Clerk September 2012 - April 2013
Creative Financial Group 2013 - 2013
Fort Wayne Reinforcing, Auburn, IN March 2012 - August 2012
new chapter in my life August 2011 - March 2012
Foster Care Services Inc. 1995 - 2011
Royal Industries September 1992 - September 1995
Skills
Microsoft Office 2007, Payroll Processing, Payroll Taxes, Accounts Payable, Accounts Receivable, Customer Service, Answering Phones, Database Management, Typing, Copying, Data Entry, Bookkeeping, Financial Reporting, Payment Processing, Invoicing, Order Processing, Internet Banking, Clerical Duties, Clerical Skills, Vouchering, Clerical Work, Administrative..., Payroll
Education
Dekalb High School, Waterloo, IN
Graduated, Business
Ivy Tech Community College
Associates, Information Systems-Computers, Data Management
Joseph Burns Joseph Burns's Creative Financial Group Experience January 2011 - May 2014
Job Wholesaler at Resource Real Estate
Industry Financial Services
Experience
Resource Real Estate May 2014 - Present
Creative Financial Group January 2011 - May 2014
Source One LLC March 2010 - December 2010
PHH Mortgage October 2009 - February 2010
Skills
Series 7, Series 66, REIT, Mutual Funds, Financial Advisory, Investment Management, Life Insurance, Disability Insurance, Retirement Planning, Alternative Investments
Education
Gettysburg College 2005 — 2009
BA, Management
Moorestown High School 2001 — 2005
High School Diploma
Resource Real Estate May 2014 - Present
Creative Financial Group January 2011 - May 2014
Source One LLC March 2010 - December 2010
PHH Mortgage October 2009 - February 2010
Skills
Series 7, Series 66, REIT, Mutual Funds, Financial Advisory, Investment Management, Life Insurance, Disability Insurance, Retirement Planning, Alternative Investments
Education
Gettysburg College 2005 — 2009
BA, Management
Moorestown High School 2001 — 2005
High School Diploma
Brett Tharp Brett Tharp's Creative Financial Group Experience November 2006 - August 2008
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
Paul Galdes Paul Galdes's Creative Financial Group Experience August 2005 - October 2012
Job Investment Consultant at AdvisorShares
Industry Financial Services
Experience
AdvisorShares March 2014 - Present
Reliance First Capital January 2013 - March 2014
Creative Financial Group August 2005 - October 2012
The Vanguard Group May 1999 - January 2005
Vector Marketing May 1996 - October 1998
Skills
Investments, Financial Services, Finance, Series 7, Series 6, Retirement Planning, Insurance, Life Insurance, Long-term Care, Marketing, Mortgage Lending
Education
The American College 2004 — 2008
Masters, Science of Financial Services
Immaculata University 1998 — 2002
Bachelors, Management
AdvisorShares March 2014 - Present
Reliance First Capital January 2013 - March 2014
Creative Financial Group August 2005 - October 2012
The Vanguard Group May 1999 - January 2005
Vector Marketing May 1996 - October 1998
Skills
Investments, Financial Services, Finance, Series 7, Series 6, Retirement Planning, Insurance, Life Insurance, Long-term Care, Marketing, Mortgage Lending
Education
The American College 2004 — 2008
Masters, Science of Financial Services
Immaculata University 1998 — 2002
Bachelors, Management
William Berberich's Creative Financial Group Experience June 2001 - February 2006
Job Relationship Manager SEI Advisor Network
Industry Financial Services
Jason Elo Jason Elo's Creative Financial Group Experience May 2007 - January 2008
Job General Manager Doubletree by Hilton Tinton Falls
Industry Hospitality
Experience
Doubletree by Hilton Tinton Falls 2014 - Present
HOLIDAY INN/ DAYS INN February 2011 - January 2014
HOTELS UNLIMITED INC May 2008 - February 2011
CREATIVE FINANCIAL GROUP May 2007 - January 2008
Skills
Microsoft Office, Marketing, Customer Service, Customer Satisfaction, Hospitality, Event Planning, Food, Hotels, Sales, Time Management
Education
Temple University
Curricular Bachelor, Business Administration; s) Finance and Real Estate
Doubletree by Hilton Tinton Falls 2014 - Present
HOLIDAY INN/ DAYS INN February 2011 - January 2014
HOTELS UNLIMITED INC May 2008 - February 2011
CREATIVE FINANCIAL GROUP May 2007 - January 2008
Skills
Microsoft Office, Marketing, Customer Service, Customer Satisfaction, Hospitality, Event Planning, Food, Hotels, Sales, Time Management
Education
Temple University
Curricular Bachelor, Business Administration; s) Finance and Real Estate
Alexis Tulio Alexis Tulio's Creative Financial Group Experience Career Development CoordinatorCreative Financial GroupAugust 2013 - Present
Job Recruiting Coordinator at Creative Financial Group, an Office of MetLife
Industry Financial Services
Experience
Creative Financial Group Career Development CoordinatorCreative Financial GroupAugust 2013 - Present
Northwestern Mutual January 2012 - June 2013
Target July 2010 - January 2012
Target June 2009 - August 2009
Skills
College Recruiting, Recruiting, Applicant Tracking..., Talent Acquisition, Succession Planning, Microsoft Excel, Onboarding, Employee Relations, Human Resources, PeopleSoft, Microsoft Office, Talent Management, PowerPoint, Performance Management, Customer Service, Training, Leadership, Interviews, Qualifying Candidates, Candidate Generation, Social Networking, Organization, Organizational..., Time Management, Management, Hiring, Sourcing, Temporary Placement, Employee Benefits, Internet Recruiting, Technical Recruiting, Resume Writing, Finance, Staffing Services, Employee Training, Cold Calling, Building Relationships, Screening Resumes, Customer Satisfaction, Contract Recruitment, New Hire Orientations, Screening, Benefits Negotiation, HRIS, Executive Search, Payroll, Leadership Development, Temporary Staffing, CRM, Career Development
Education
Penn State University 2006 — 2010
Bachelor of Science (B.S.), Finance
Mount Saint Joseph Academy 2002 — 2006
Creative Financial Group Career Development CoordinatorCreative Financial GroupAugust 2013 - Present
Northwestern Mutual January 2012 - June 2013
Target July 2010 - January 2012
Target June 2009 - August 2009
Skills
College Recruiting, Recruiting, Applicant Tracking..., Talent Acquisition, Succession Planning, Microsoft Excel, Onboarding, Employee Relations, Human Resources, PeopleSoft, Microsoft Office, Talent Management, PowerPoint, Performance Management, Customer Service, Training, Leadership, Interviews, Qualifying Candidates, Candidate Generation, Social Networking, Organization, Organizational..., Time Management, Management, Hiring, Sourcing, Temporary Placement, Employee Benefits, Internet Recruiting, Technical Recruiting, Resume Writing, Finance, Staffing Services, Employee Training, Cold Calling, Building Relationships, Screening Resumes, Customer Satisfaction, Contract Recruitment, New Hire Orientations, Screening, Benefits Negotiation, HRIS, Executive Search, Payroll, Leadership Development, Temporary Staffing, CRM, Career Development
Education
Penn State University 2006 — 2010
Bachelor of Science (B.S.), Finance
Mount Saint Joseph Academy 2002 — 2006
Robert C. Sylvia Robert C. Sylvia's Creative Financial Group Experience August 2009 - August 2010
Job Sales & Account Manager for New England Key Accounts at Bloomberg LP
Industry Financial Services
Experience
Bloomberg LP February 2015 - Present
Bloomberg February 2012 - February 2015
Bloomberg July 2011 - February 2012
Bloomberg October 2010 - July 2011
Creative Financial Group August 2009 - August 2010
Delaware Investments 2008 - 2009
Skills
Recruiting, Teamwork, Financial Analysis, Research, Equities, Bloomberg, Cash Management, Business Process..., Fixed Income, Bloomberg Terminal, Financial Advisory, Finance, Portfolio Management, Mutual Funds
Education
Villanova University 2005 — 2009
Bachelor of Science in Business Administration, Major: Finance and International Business Minor: Economics
Universidad de Sevilla 2008 — 2008
International Business
The Haverford School 2001 — 2005
Bloomberg LP February 2015 - Present
Bloomberg February 2012 - February 2015
Bloomberg July 2011 - February 2012
Bloomberg October 2010 - July 2011
Creative Financial Group August 2009 - August 2010
Delaware Investments 2008 - 2009
Skills
Recruiting, Teamwork, Financial Analysis, Research, Equities, Bloomberg, Cash Management, Business Process..., Fixed Income, Bloomberg Terminal, Financial Advisory, Finance, Portfolio Management, Mutual Funds
Education
Villanova University 2005 — 2009
Bachelor of Science in Business Administration, Major: Finance and International Business Minor: Economics
Universidad de Sevilla 2008 — 2008
International Business
The Haverford School 2001 — 2005
Steven Kaplan, ChFC Steven Kaplan, ChFC's Creative Financial Group Experience 2006 - Present
Job Financial Services Representative, Senior Financial Planner, MetLife Securities, Inc at Creative Financial Group
Industry Financial Services
Experience
Creative Financial Group 2006 - Present
Education
The American College 2008 — 2009
Chartered Financial Consultant, (ChFC®) Designation
Penn State University 2002 — 2006
Bachelor of Science, Pre-Medicine, Psychology
Radnor High School
Creative Financial Group 2006 - Present
Education
The American College 2008 — 2009
Chartered Financial Consultant, (ChFC®) Designation
Penn State University 2002 — 2006
Bachelor of Science, Pre-Medicine, Psychology
Radnor High School
Albert Corrato, CFP®'s Creative Financial Group Experience 2000 - December 2014
Job Financial Services Representative, Financial Advisor at Creative Financial Group, an office of MetLife
Industry Financial Services
Experience
Creative Financial Group, an office of MetLife January 2015 - Present
Creative Financial Group 2000 - December 2014
Education
The American College 2002 — 2007
Financial Planning and Services
St.Joseph's University 1981 — 1984
MBA, Finance
Saint Joseph's University 1971 — 1975
BS, Accounting
Creative Financial Group, an office of MetLife January 2015 - Present
Creative Financial Group 2000 - December 2014
Education
The American College 2002 — 2007
Financial Planning and Services
St.Joseph's University 1981 — 1984
MBA, Finance
Saint Joseph's University 1971 — 1975
BS, Accounting
Richard Alber Richard Alber's Creative Financial Group Experience January 1993 - 2000
Job Director, Energy Solutions & Services at Watson Electrical
Industry Oil & Energy
Experience
Watson Electrical January 2014 - Present
Green Lighting Group May 2012 - January 2014
Stony River Technology May 2012 - January 2014
Reflective January 2011 - May 2012
CENTURY 21 Alliance March 2004 - January 2011
PingTone Communications January 2003 - February 2004
Diversified Technologies January 2002 - January 2003
Yipes Enterprise Services February 2000 - January 2002
Creative Financial Group January 1993 - 2000
Kabi Pharmacia Inc. January 1990 - January 1993
Education
Rutgers, The State University of New Jersey-Camden
BA, Computer Science
Watson Electrical January 2014 - Present
Green Lighting Group May 2012 - January 2014
Stony River Technology May 2012 - January 2014
Reflective January 2011 - May 2012
CENTURY 21 Alliance March 2004 - January 2011
PingTone Communications January 2003 - February 2004
Diversified Technologies January 2002 - January 2003
Yipes Enterprise Services February 2000 - January 2002
Creative Financial Group January 1993 - 2000
Kabi Pharmacia Inc. January 1990 - January 1993
Education
Rutgers, The State University of New Jersey-Camden
BA, Computer Science
Howard Eckhart Howard Eckhart's Creative Financial Group Experience September 2012 - Present
Job Registered Representative, New England Securities at Creative Financial Group
Industry Financial Services
Experience
Creative Financial Group September 2012 - Present
401k ProAdvisor May 2010 - September 2012
Beta Tank March 1990 - August 1993
Eastern Airlines April 1988 - February 1990
Education
University of Northern Colorado 1975 — 1977
Bachelor of Science (BS), Business Administration and Management, General
Creative Financial Group September 2012 - Present
401k ProAdvisor May 2010 - September 2012
Beta Tank March 1990 - August 1993
Eastern Airlines April 1988 - February 1990
Education
University of Northern Colorado 1975 — 1977
Bachelor of Science (BS), Business Administration and Management, General
Eric Chalfant Eric Chalfant's Creative Financial Group Experience June 2007 - April 2011
Job Sr. Talent Acquisition Specialist at Entech
Industry Staffing and Recruiting
Experience
Entech July 2013 - September 2014
Open Systems Technologies September 2012 - June 2013
The Judge Group June 2011 - August 2012
Creative Financial Group June 2007 - April 2011
Skills
Contract Recruitment, Recruiting, Consulting, Temporary Placement, Executive Search, Employee Benefits, Staffing Services, Project Management, Temporary Staffing, Internet Recruiting, Talent Acquisition, Benefits Negotiation, Leadership, Risk Management, Applicant Tracking..., Technical Recruiting, Screening Resumes, Screening, Business Analysis, Staff Augmentation, IT Recruitment, Sourcing, Permanent Placement, Onboarding, College Recruiting, SDLC, Vendor Management, Interviews, Information Technology, Cold Calling, CRM
Education
Kutztown University of Pennsylvania 2003 — 2007
Bachelors of Business Administration, Management
Sun Valley High School 1999 — 2003
Entech July 2013 - September 2014
Open Systems Technologies September 2012 - June 2013
The Judge Group June 2011 - August 2012
Creative Financial Group June 2007 - April 2011
Skills
Contract Recruitment, Recruiting, Consulting, Temporary Placement, Executive Search, Employee Benefits, Staffing Services, Project Management, Temporary Staffing, Internet Recruiting, Talent Acquisition, Benefits Negotiation, Leadership, Risk Management, Applicant Tracking..., Technical Recruiting, Screening Resumes, Screening, Business Analysis, Staff Augmentation, IT Recruitment, Sourcing, Permanent Placement, Onboarding, College Recruiting, SDLC, Vendor Management, Interviews, Information Technology, Cold Calling, CRM
Education
Kutztown University of Pennsylvania 2003 — 2007
Bachelors of Business Administration, Management
Sun Valley High School 1999 — 2003
Peter Grassi Peter Grassi's Creative Financial Group Experience August 1998 - August 2013
Job Partner, Financial Advisor at The Philadelphia Group
Industry Financial Services
Experience
The Philadelphia Group August 2013 - Present
Creative Financial Group August 1998 - August 2013
Quest Diagnostics June 1994 - August 1998
Skills
Investment Advisory..., Retirement, Retirement Planning, Securities, Wealth Management, Disability Insurance, FINRA, Finance, Financial Planners, Series 6, Series 63, Portfolio Management, Investment Strategies, Series 7, Investment Advisory, Wealth Management..., ETFs, Wealth Accumulation
Education
Thomas Jefferson University 1992 — 1994
Bachelor of Science
Bloomsburg University of Pennsylvania 1990 — 1992
The Philadelphia Group August 2013 - Present
Creative Financial Group August 1998 - August 2013
Quest Diagnostics June 1994 - August 1998
Skills
Investment Advisory..., Retirement, Retirement Planning, Securities, Wealth Management, Disability Insurance, FINRA, Finance, Financial Planners, Series 6, Series 63, Portfolio Management, Investment Strategies, Series 7, Investment Advisory, Wealth Management..., ETFs, Wealth Accumulation
Education
Thomas Jefferson University 1992 — 1994
Bachelor of Science
Bloomsburg University of Pennsylvania 1990 — 1992
Brian G. Kenyon Brian G. Kenyon's Creative Financial Group Experience March 2006 - January 2008
Job Vice President at TRC
Industry Market Research
Experience
TRC May 2015 - Present
Bernett Research December 2011 - December 2014
Philly MRA Chapter June 2012 - June 2014
Eastern Research Services January 2008 - December 2011
Creative Financial Group March 2006 - January 2008
Skills
Quantitative Research, Market Research, Marketing Research, Focus Groups, Customer Insight, Data Collection, New Business Development, Segmentation, Advertising Research, Marketing, Lead Generation, Competitive Intelligence, Sales, Consumer Behaviour, Competitive Analysis, Online Research, Market Analysis, Survey Design, Analytics
Education
Drexel University - LeBow College of Business 2000 — 2005
BS, Finance and Marketing
SHHS
SHHS
srs
TRC May 2015 - Present
Bernett Research December 2011 - December 2014
Philly MRA Chapter June 2012 - June 2014
Eastern Research Services January 2008 - December 2011
Creative Financial Group March 2006 - January 2008
Skills
Quantitative Research, Market Research, Marketing Research, Focus Groups, Customer Insight, Data Collection, New Business Development, Segmentation, Advertising Research, Marketing, Lead Generation, Competitive Intelligence, Sales, Consumer Behaviour, Competitive Analysis, Online Research, Market Analysis, Survey Design, Analytics
Education
Drexel University - LeBow College of Business 2000 — 2005
BS, Finance and Marketing
SHHS
SHHS
srs
Andrew Milbank's Creative Financial Group Experience March 2010 - October 2013
Job Capital Markets Associate with Berko & Associates
Industry Real Estate
Experience
Berko & Associates March 2014 - Present
TMG Holdings, LLC February 2012 - Present
Creative Financial Group March 2010 - October 2013
Education
The American College 2013 — 2014
ChFC Designation
Villanova University 2006 — 2010
B.S. in Business Administration, Finance, Economics
The London School of Economics and Political Science (LSE) 2008 — 2008
Finance, Economics
Seton Hall Preparatory School 2002 — 2006
Berko & Associates March 2014 - Present
TMG Holdings, LLC February 2012 - Present
Creative Financial Group March 2010 - October 2013
Education
The American College 2013 — 2014
ChFC Designation
Villanova University 2006 — 2010
B.S. in Business Administration, Finance, Economics
The London School of Economics and Political Science (LSE) 2008 — 2008
Finance, Economics
Seton Hall Preparatory School 2002 — 2006
Ted Insco, CPA Ted Insco, CPA's Creative Financial Group Experience 1999 - 2003
Job Accounting and Tax CPA Firm
Industry Accounting
Experience
Creative Financial Group 1999 - 2003
The Interface Financial Group 1997 - 1999
IKON Office Solutions 1991 - 1997
The Hillman Company 1986 - 1991
Bradford Capital Partners 1985 - 1986
Coopers & Lybrand (now part of PricewaterhouseCoopers) 1982 - 1985
Skills
Financial Analysis, Cash Flow, Due Diligence, Management, Business Process..., Financial Operations, Operational Analysis, Mergers, Strategic Financial..., Budgets, Working Capital..., Cash Flow Forecasting, Strategy, Mergers & Acquisitions, Financial Planning
Education
West Virginia University 1981 — 1982
Masters, Professional Accountancy
Fairmont State University 1977 — 1981
B.S., Accounting
Creative Financial Group 1999 - 2003
The Interface Financial Group 1997 - 1999
IKON Office Solutions 1991 - 1997
The Hillman Company 1986 - 1991
Bradford Capital Partners 1985 - 1986
Coopers & Lybrand (now part of PricewaterhouseCoopers) 1982 - 1985
Skills
Financial Analysis, Cash Flow, Due Diligence, Management, Business Process..., Financial Operations, Operational Analysis, Mergers, Strategic Financial..., Budgets, Working Capital..., Cash Flow Forecasting, Strategy, Mergers & Acquisitions, Financial Planning
Education
West Virginia University 1981 — 1982
Masters, Professional Accountancy
Fairmont State University 1977 — 1981
B.S., Accounting
Mary Suplee Mary Suplee's Creative Financial Group Experience June 2007 - April 2013
Job Experienced Financial Services Marketing Professional
Industry Financial Services
Experience
Creative Financial Group June 2007 - April 2013
The American College 1998 - 2007
Philadelphia Stock Exchange 1992 - 1998
Education
Juniata College
BS, Marketing
Saint Joseph's University - Erivan K. Haub School of Business
MBA
Creative Financial Group June 2007 - April 2013
The American College 1998 - 2007
Philadelphia Stock Exchange 1992 - 1998
Education
Juniata College
BS, Marketing
Saint Joseph's University - Erivan K. Haub School of Business
MBA
J. Mercer Treadwell, III, CFA J. Mercer Treadwell, III, CFA's Creative Financial Group Experience January 1997 - July 2000
Job CIO at Broad Street Captial Advisors
Industry Investment Management
Experience
Broad Street Captial Advisors July 2000 - Present
Creative Financial Group January 1997 - July 2000
SunTrust Bank November 1994 - December 1996
Skills
Asset Allocation, Due Diligence, Manager Selection, Asset Management, Wealth Management, 401k, Retirement, Alternative Investments, Retirement Planning, Investment Advisory, Investment Strategies, Hedge Funds, Portfolio Management, Equities, Pensions, Fixed Income, Fund Of Funds, Private Equity
Education
University of Georgia - Terry College of Business 1990 — 1994
BBA, Accounting
Athens Academy 1986 — 1990
Broad Street Captial Advisors July 2000 - Present
Creative Financial Group January 1997 - July 2000
SunTrust Bank November 1994 - December 1996
Skills
Asset Allocation, Due Diligence, Manager Selection, Asset Management, Wealth Management, 401k, Retirement, Alternative Investments, Retirement Planning, Investment Advisory, Investment Strategies, Hedge Funds, Portfolio Management, Equities, Pensions, Fixed Income, Fund Of Funds, Private Equity
Education
University of Georgia - Terry College of Business 1990 — 1994
BBA, Accounting
Athens Academy 1986 — 1990
Kelly Flanigan's Creative Financial Group Experience 2002 - 2005
Job Administrator at Title Alliance, Ltd.
Industry Insurance
Experience
Title Alliance, Ltd. November 2005 - Present
Creative Financial Group 2002 - 2005
Skills
Diary Management, Executive..., Travel Arrangements, Marketing, Executive Support, Meeting Scheduling, Calendars, Calendaring, Expense Management, Spreadsheets, Expense Reports, Meeting Planning, Executive Level..., Concur, Insurance
Education
University of Pennsylvania
Bachelor’s Degree, Diplomatic History
Title Alliance, Ltd. November 2005 - Present
Creative Financial Group 2002 - 2005
Skills
Diary Management, Executive..., Travel Arrangements, Marketing, Executive Support, Meeting Scheduling, Calendars, Calendaring, Expense Management, Spreadsheets, Expense Reports, Meeting Planning, Executive Level..., Concur, Insurance
Education
University of Pennsylvania
Bachelor’s Degree, Diplomatic History
Amanda Gentile Amanda Gentile's Creative Financial Group Experience November 2009 - March 2012
Job Family Chrysler Dodge Jeep Ram
Industry Automotive
Experience
Family Chrysler Dodge Jeep Ram March 2012 - Present
Creative Financial Group November 2009 - March 2012
Nordstrom October 2008 - May 2009
Skills
Sales, Marketing, Social Media Marketing, Sales Management, Account Management, Salesforce.com, Customer Service, New Business Development, Marketing Strategy, B2B, CRM, Market Research, Email Marketing, Direct Marketing, Advertising, Social Media, Management
Education
Villanova University 2005 — 2008
Bachelors Degree Business Administration, Marketing
University of Delaware - Lerner College of Business and Economics 2004 — 2005
Marketing
Family Chrysler Dodge Jeep Ram March 2012 - Present
Creative Financial Group November 2009 - March 2012
Nordstrom October 2008 - May 2009
Skills
Sales, Marketing, Social Media Marketing, Sales Management, Account Management, Salesforce.com, Customer Service, New Business Development, Marketing Strategy, B2B, CRM, Market Research, Email Marketing, Direct Marketing, Advertising, Social Media, Management
Education
Villanova University 2005 — 2008
Bachelors Degree Business Administration, Marketing
University of Delaware - Lerner College of Business and Economics 2004 — 2005
Marketing
Matthew Angiolillo Matthew Angiolillo's Creative Financial Group Experience September 2015 - Present
Job Graduate Student in Business Intelligence & Analytics
Industry Information Services
Experience
Creative Financial Group September 2015 - Present
QVC August 2015 - Present
Marketing Research Center, Saint Joseph's University January 2015 - September 2015
Skills
Business Intelligence, Analytics, Business Strategy, Data Analysis
Education
Saint Joseph's University - Erivan K. Haub School of Business 2014 — 2016
M.S., Business Intelligence & Analytics
College of the Holy Cross 2009 — 2013
Honors B.A., magna cum laude, Classics
Saint Joseph's Preparatory School 2005 — 2009
High School
Creative Financial Group September 2015 - Present
QVC August 2015 - Present
Marketing Research Center, Saint Joseph's University January 2015 - September 2015
Skills
Business Intelligence, Analytics, Business Strategy, Data Analysis
Education
Saint Joseph's University - Erivan K. Haub School of Business 2014 — 2016
M.S., Business Intelligence & Analytics
College of the Holy Cross 2009 — 2013
Honors B.A., magna cum laude, Classics
Saint Joseph's Preparatory School 2005 — 2009
High School
Maureen E Engle's Creative Financial Group Experience July 1997 - June 2013
Job Income Protection, Voluntary Employee Benefits, Group Insurance
Industry Insurance
Experience
Creative Benefits, Inc. June 2013 - Present
Creative Benefits, Inc. May 2013 - Present
Creative Financial Group July 1997 - June 2013
Skills
Employee Benefits, Asset Protection, Disability Insurance, Insurance, Voluntary Employee..., Life Insurance, Long Term Care Insurance, Health Insurance, Strategic Planning, Long-term Care, Term Life Insurance, Brokers, Account Management, New Business Development, Marketing Strategy, Advertising, Retirement, Financial Advisory, Group Insurance, Customer Service, Underwriting
Education
Penn State University 1993 — 1997
Bachelor's degree, Health Policy Administration/Business
Creative Benefits, Inc. June 2013 - Present
Creative Benefits, Inc. May 2013 - Present
Creative Financial Group July 1997 - June 2013
Skills
Employee Benefits, Asset Protection, Disability Insurance, Insurance, Voluntary Employee..., Life Insurance, Long Term Care Insurance, Health Insurance, Strategic Planning, Long-term Care, Term Life Insurance, Brokers, Account Management, New Business Development, Marketing Strategy, Advertising, Retirement, Financial Advisory, Group Insurance, Customer Service, Underwriting
Education
Penn State University 1993 — 1997
Bachelor's degree, Health Policy Administration/Business
Beth Pillsbury's Creative Financial Group Experience August 2009 - January 2011
Job Director of Capital Preservation at Banc of California
Industry Banking
Experience
Banc of California October 2014 - Present
Astor Investment Management March 2014 - August 2014
The Bancorp Bank August 2013 - March 2014
The Bancorp Bank January 2011 - March 2014
Creative Financial Group August 2009 - January 2011
Oppenheimer & Co. June 2007 - June 2009
Skills
Mutual Funds, Investments, Retirement Planning, 401k, Wealth Management, Money Market, Business Networking, Defined Contribution, Sales, Distribution Strategies, Stable Value, Wholesale, Defined Benefit, Pensions, Securities, Relationship Management, Retirement, Series 7, Series 63, Finance, Retirement Plan..., Investment Management, Employee Benefits, Series 6, Financial Services, Banking, Alternative Investments, Asset Allocation, Investment Advisory, Asset Management, Portfolio Management, Investment Strategies, ETFs, Financial Advisory, Uniform Combined State..., FINRA, Fixed Income, Series 65, Series 24, Fixed Annuities, Wealth Management..., Strategic Financial..., Qualified Retirement..., Profit Sharing, Separately Managed..., IRAs
Education
Drexel University - College of Business and Administration 2004 — 2009
Finance
Lawrence High School 2000 — 2004
Banc of California October 2014 - Present
Astor Investment Management March 2014 - August 2014
The Bancorp Bank August 2013 - March 2014
The Bancorp Bank January 2011 - March 2014
Creative Financial Group August 2009 - January 2011
Oppenheimer & Co. June 2007 - June 2009
Skills
Mutual Funds, Investments, Retirement Planning, 401k, Wealth Management, Money Market, Business Networking, Defined Contribution, Sales, Distribution Strategies, Stable Value, Wholesale, Defined Benefit, Pensions, Securities, Relationship Management, Retirement, Series 7, Series 63, Finance, Retirement Plan..., Investment Management, Employee Benefits, Series 6, Financial Services, Banking, Alternative Investments, Asset Allocation, Investment Advisory, Asset Management, Portfolio Management, Investment Strategies, ETFs, Financial Advisory, Uniform Combined State..., FINRA, Fixed Income, Series 65, Series 24, Fixed Annuities, Wealth Management..., Strategic Financial..., Qualified Retirement..., Profit Sharing, Separately Managed..., IRAs
Education
Drexel University - College of Business and Administration 2004 — 2009
Finance
Lawrence High School 2000 — 2004
James Meehan's Creative Financial Group Experience January 1991 - May 2011
Job Managing Partner at 1847Financial
Industry Financial Services
Experience
1847Financial May 2011 - Present
Creative Financial Group January 1991 - May 2011
Education
The American College 2007 — 2008
Master of Science (MS), Management
US Naval Academy 1982 — 1986
Bachelor of Science (BS), Physical Science
1847Financial May 2011 - Present
Creative Financial Group January 1991 - May 2011
Education
The American College 2007 — 2008
Master of Science (MS), Management
US Naval Academy 1982 — 1986
Bachelor of Science (BS), Physical Science
Brett P. Connolly, PMP's Creative Financial Group Experience May 2007 - May 2009
Job Project Manager at Odessa Technologies, Inc.
Industry Hospital & Health Care
Experience
Odessa Technologies, Inc. March 2014 - Present
Sunquest Information Systems October 2013 - March 2014
McKean Defense Group January 2010 - December 2013
Pino & Associates October 2009 - February 2010
Creative Financial Group May 2007 - May 2009
Skills
Financial Analysis, New Business Development, Project Planning, Investments, Risk Management, Strategic Planning, Strategic Financial..., Insurance, Microsoft Office, Marketing, Microsoft Excel, Life Insurance, Wealth Management, Asset Managment, Series 7, Business Strategy, Asset Management, Business Development, Management, Customer Service, Sales, Finance, Analysis, Forecasting, Data Analysis, Process Improvement
Education
University of Delaware - Lerner College of Business and Economics 2003 — 2007
Bachelors, Finance, Economics
University of Delaware, Alfred Lerner College of Business and Economics 2003 — 2007
Bachelor of Science, Finance/Economics
Shawnee High
Odessa Technologies, Inc. March 2014 - Present
Sunquest Information Systems October 2013 - March 2014
McKean Defense Group January 2010 - December 2013
Pino & Associates October 2009 - February 2010
Creative Financial Group May 2007 - May 2009
Skills
Financial Analysis, New Business Development, Project Planning, Investments, Risk Management, Strategic Planning, Strategic Financial..., Insurance, Microsoft Office, Marketing, Microsoft Excel, Life Insurance, Wealth Management, Asset Managment, Series 7, Business Strategy, Asset Management, Business Development, Management, Customer Service, Sales, Finance, Analysis, Forecasting, Data Analysis, Process Improvement
Education
University of Delaware - Lerner College of Business and Economics 2003 — 2007
Bachelors, Finance, Economics
University of Delaware, Alfred Lerner College of Business and Economics 2003 — 2007
Bachelor of Science, Finance/Economics
Shawnee High
Frank Anastasi, MBA Frank Anastasi, MBA's Creative Financial Group Experience 2010 - 2011
Job Accountant at Deloitte & Touche
Industry Financial Services
Experience
Deloitte Tax LLP September 2011 - Present
Blue Cross Blue Shield 2011 - 2011
Creative Financial Group 2010 - 2011
Phoenix Tax Accountants January 2010 - April 2010
Susquehanna International Group September 2007 - April 2008
A + M Berk Tax December 2006 - April 2008
Skills
Financial Analysis
Education
Drexel University 2005 — 2010
Bachelor of Science in Business Administration
Drexel University 2005 — 2010
BSMBA, Accounting / Investment Management
Deloitte Tax LLP September 2011 - Present
Blue Cross Blue Shield 2011 - 2011
Creative Financial Group 2010 - 2011
Phoenix Tax Accountants January 2010 - April 2010
Susquehanna International Group September 2007 - April 2008
A + M Berk Tax December 2006 - April 2008
Skills
Financial Analysis
Education
Drexel University 2005 — 2010
Bachelor of Science in Business Administration
Drexel University 2005 — 2010
BSMBA, Accounting / Investment Management
Dan First Dan First's Creative Financial Group Experience December 2001 - Present
Job Dan First, CFP® Financial Services Representative and Financial Advisor at Creative Financial Group
Industry Financial Services
Experience
Creative Financial Group December 2001 - Present
Prudential Financial September 1999 - December 2001
First and First Inc West Chester PA October 1986 - May 1998
Skills
Strategic Planning, Retirement Planning, Sales, Negotiation, Investments, Marketing Strategy, Team Building, New Business Development, Investment Advisory, Customer Service, Wealth Management, Social Media, Product Development
Education
University of Nevada-Las Vegas 1979 — 1982
BS
Sullivan
Creative Financial Group December 2001 - Present
Prudential Financial September 1999 - December 2001
First and First Inc West Chester PA October 1986 - May 1998
Skills
Strategic Planning, Retirement Planning, Sales, Negotiation, Investments, Marketing Strategy, Team Building, New Business Development, Investment Advisory, Customer Service, Wealth Management, Social Media, Product Development
Education
University of Nevada-Las Vegas 1979 — 1982
BS
Sullivan
Justin Slusarski's Creative Financial Group Experience June 2012 - August 2012
Job Remarketing Specialist at DLL
Industry Financial Services
Experience
DLL September 2015 - Present
Gamesa December 2014 - September 2015
New Penn Financial, LLC July 2013 - November 2014
Hollister Co. December 2012 - May 2013
Creative Financial Group June 2012 - August 2012
Students for Responsible Business September 2011 - June 2012
Sustainable Business Network January 2012 - May 2012
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Customer Service, Finance, Microsoft Office, Teamwork, Photoshop, Social Networking, German, Word, Excel, SAP
Education
Temple University - Fox School of Business and Management 2008 — 2012
BBA, International Business
St. Joseph's Prep 2004 — 2008
DLL September 2015 - Present
Gamesa December 2014 - September 2015
New Penn Financial, LLC July 2013 - November 2014
Hollister Co. December 2012 - May 2013
Creative Financial Group June 2012 - August 2012
Students for Responsible Business September 2011 - June 2012
Sustainable Business Network January 2012 - May 2012
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Customer Service, Finance, Microsoft Office, Teamwork, Photoshop, Social Networking, German, Word, Excel, SAP
Education
Temple University - Fox School of Business and Management 2008 — 2012
BBA, International Business
St. Joseph's Prep 2004 — 2008
Andrew Bella Andrew Bella's Creative Financial Group Experience May 2008 - July 2010
Job Sales Management Area Sales Manager
Industry Building Materials
Experience
James Hardie Building Products December 2013 - Present
James Hardie Building Products July 2010 - December 2013
Creative Financial Group May 2008 - July 2010
Skills
Building Materials, Competitive Analysis, Key Account Management, Business Strategy, Marketing, Marketing Strategy
Education
Arcadia University 2004 — 2008
Bachelor's Degree, Business Administration and Management, General
James Hardie Building Products December 2013 - Present
James Hardie Building Products July 2010 - December 2013
Creative Financial Group May 2008 - July 2010
Skills
Building Materials, Competitive Analysis, Key Account Management, Business Strategy, Marketing, Marketing Strategy
Education
Arcadia University 2004 — 2008
Bachelor's Degree, Business Administration and Management, General
Ran Whitnah's Creative Financial Group Experience April 2004 - December 2007
Job President at RockSource Capital
Industry Venture Capital & Private Equity
Experience
RockSource Capital January 2008 - Present
Victory Capital Group September 2007 - November 2010
Creative Financial Group April 2004 - December 2007
Back East January 2000 - June 2004
Skills
Finance, Leadership, Sale-Leaseback, Commercial Mortgages, Commercial Real Estate, Commercial Lending, Loans, Asset Based Lending, Credit, Financial Risk, Working Capital..., Funding, Merchant Services, Credit Card Transaction..., Banking, Sales, Merchant Cash Advance, Credit Cards, Private Equity, Risk Management, Equipment Finance, Equipment Leasing, Underwriting, Commercial Real Estate..., Investment Properties
Education
Immaculata University 2002 — 2003
Bachelor's Degree, Business - Marketing, Management & Organizational Development
West Chester University of Pennsylvania 2000 — 2002
Business
Colorado Christian University 1998 — 2000
Business
RockSource Capital January 2008 - Present
Victory Capital Group September 2007 - November 2010
Creative Financial Group April 2004 - December 2007
Back East January 2000 - June 2004
Skills
Finance, Leadership, Sale-Leaseback, Commercial Mortgages, Commercial Real Estate, Commercial Lending, Loans, Asset Based Lending, Credit, Financial Risk, Working Capital..., Funding, Merchant Services, Credit Card Transaction..., Banking, Sales, Merchant Cash Advance, Credit Cards, Private Equity, Risk Management, Equipment Finance, Equipment Leasing, Underwriting, Commercial Real Estate..., Investment Properties
Education
Immaculata University 2002 — 2003
Bachelor's Degree, Business - Marketing, Management & Organizational Development
West Chester University of Pennsylvania 2000 — 2002
Business
Colorado Christian University 1998 — 2000
Business
Eric Filippone Eric Filippone's Creative Financial Group Experience January 1997 - October 2005
Job Vice President at Glatfelter Insurance
Industry Financial Services
Experience
The Glatfelter Agency November 2012 - Present
Executive Financial Solutions August 2006 - Present
Karr Barth Associates, Inc. October 2005 - August 2006
Creative Financial Group January 1997 - October 2005
PricewaterhouseCoopers January 1994 - April 1996
Skills
Accounting, Financial Analysis, Finance, Due Diligence, Financial Modeling, Corporate Finance
Education
Philadelphia University 1992 — 1993
Master's degree, Tax Law/Taxation, 3.80
La Salle University 1987 — 1991
Bachelor's degree, Accounting, 3.40
The Glatfelter Agency November 2012 - Present
Executive Financial Solutions August 2006 - Present
Karr Barth Associates, Inc. October 2005 - August 2006
Creative Financial Group January 1997 - October 2005
PricewaterhouseCoopers January 1994 - April 1996
Skills
Accounting, Financial Analysis, Finance, Due Diligence, Financial Modeling, Corporate Finance
Education
Philadelphia University 1992 — 1993
Master's degree, Tax Law/Taxation, 3.80
La Salle University 1987 — 1991
Bachelor's degree, Accounting, 3.40
Gyll Samson's Creative Financial Group Experience March 2004 - August 2005
Job Digital Ops Solutions Manager at PointRoll
Industry Marketing and Advertising
Experience
Cofactor (Shoplocal + PointRoll) August 2011 - Present
PointRoll June 2006 - July 2011
RealTime Media, Inc August 2005 - June 2006
Creative Financial Group March 2004 - August 2005
Common Sense Advertising, Inc. March 2001 - May 2003
CMGI September 2000 - February 2001
Blitz Media September 1996 - August 2000
Skills
Digital Strategy, Digital Media, Interactive Marketing, Rich Media, Digital Marketing, Online Advertising
Education
Fairfield University 1992 — 1996
BA, Communications
Cofactor (Shoplocal + PointRoll) August 2011 - Present
PointRoll June 2006 - July 2011
RealTime Media, Inc August 2005 - June 2006
Creative Financial Group March 2004 - August 2005
Common Sense Advertising, Inc. March 2001 - May 2003
CMGI September 2000 - February 2001
Blitz Media September 1996 - August 2000
Skills
Digital Strategy, Digital Media, Interactive Marketing, Rich Media, Digital Marketing, Online Advertising
Education
Fairfield University 1992 — 1996
BA, Communications
Jessica Ingham Jessica Ingham's Creative Financial Group Experience January 2009 - March 2012
Job Administrative Assistant to President at Power Engineering & Manufacturing, Ltd.
Industry Mechanical or Industrial Engineering
Experience
Power Engineering & Manufacturing, Ltd. January 2014 - Present
Kotz-Buser Retirement Services March 2012 - June 2013
Creative Financial Group January 2009 - March 2012
Skills
Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, Outlook, Time Management, PowerPoint, Office Management, Meeting Scheduling, Employee Training, Managing Meetings, SQL, Made2Manage, Consona Advanced..., Transcription
Education
Upper Iowa University 2014 — 2015
Bachelor’s Degree, Human Resource Management
Hawkeye Community College
Associate’s Degree, Executive Assistant
Gladbrook-Reinbeck High School
High School
Power Engineering & Manufacturing, Ltd. January 2014 - Present
Kotz-Buser Retirement Services March 2012 - June 2013
Creative Financial Group January 2009 - March 2012
Skills
Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, Outlook, Time Management, PowerPoint, Office Management, Meeting Scheduling, Employee Training, Managing Meetings, SQL, Made2Manage, Consona Advanced..., Transcription
Education
Upper Iowa University 2014 — 2015
Bachelor’s Degree, Human Resource Management
Hawkeye Community College
Associate’s Degree, Executive Assistant
Gladbrook-Reinbeck High School
High School
Alexander Christenson Alexander Christenson's Creative Financial Group Experience May 2008 - August 2008
Job Senior Financial Analyst at AmerisourceBergen
Industry Pharmaceuticals
Experience
AmerisourceBergen July 2012 - Present
AmerisourceBergen July 2010 - July 2012
Johnson & Johnson January 2009 - July 2009
Creative Financial Group May 2008 - August 2008
Skills
Financial Analysis
Education
La Salle University 2006 — 2010
Bachelor's degree, Finance, General
Devon Preparatory School 1999 — 2006
High School Diploma, High School
AmerisourceBergen July 2012 - Present
AmerisourceBergen July 2010 - July 2012
Johnson & Johnson January 2009 - July 2009
Creative Financial Group May 2008 - August 2008
Skills
Financial Analysis
Education
La Salle University 2006 — 2010
Bachelor's degree, Finance, General
Devon Preparatory School 1999 — 2006
High School Diploma, High School
Frank Hanna Frank Hanna's Creative Financial Group Experience March 2010 - June 2014
Job Private Wealth Advisor at Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors June 2014 - Present
Creative Financial Group March 2010 - June 2014
Brew River Restaurant and Bar April 2000 - August 2009
Education
Salisbury University - Perdue School of Business 1999 — 2001
Bachelor of Business Administration (B.B.A.)
Lincoln Financial Advisors June 2014 - Present
Creative Financial Group March 2010 - June 2014
Brew River Restaurant and Bar April 2000 - August 2009
Education
Salisbury University - Perdue School of Business 1999 — 2001
Bachelor of Business Administration (B.B.A.)
Doug Albert's Creative Financial Group Experience May 1997 - August 2000
Job Financial Advisor for the Entrepreneur
Industry Financial Services
Experience
Douglas S. Albert May 1997 - Present
Park Power, LLC November 2012 - May 2013
Sammons Financial Group Member Companies March 2007 - November 2012
ACN August 2000 - February 2005
Creative Financial Group May 1997 - August 2000
Potamkin Automotive Group September 1995 - April 1997
Red Line Detailing LLC April 1992 - September 1995
Education
Penn State University 1991 — 1995
Business, Smeal College of Business, B.S. Marketing
Radnor Senior High School 1987 — 1991
H.S. Diploma
Douglas S. Albert May 1997 - Present
Park Power, LLC November 2012 - May 2013
Sammons Financial Group Member Companies March 2007 - November 2012
ACN August 2000 - February 2005
Creative Financial Group May 1997 - August 2000
Potamkin Automotive Group September 1995 - April 1997
Red Line Detailing LLC April 1992 - September 1995
Education
Penn State University 1991 — 1995
Business, Smeal College of Business, B.S. Marketing
Radnor Senior High School 1987 — 1991
H.S. Diploma
Mari Avicolli Mari Avicolli's Creative Financial Group Experience July 2015 - Present
Job Personal Assistant at Creative Financial Group
Industry Philanthropy
Experience
Creative Financial Group July 2015 - Present
Various Families May 2004 - Present
LUSH FRESH HANDMADE COSMETICS October 2012 - August 2015
Centers for Spiritual Living February 2012 - February 2014
Kimberton Whole Foods September 2012 - November 2012
Starbucks September 2011 - May 2012
Villanova University Shop June 2008 - December 2010
Skills
Public Speaking, Volunteer Management, Customer Service, Creative Writing, Social Networking, Volunteer Training, Childcare, Babysitting, Tutoring, Emotional Intelligence, World Religions, House Sitting, Pet Sitting, Sight Reading, Coaching, Social Media, Leadership Development, Fundraising, Community Outreach, Nonprofits, Microsoft Word
Education
Penn State University 2009 — 2015
Bachelor of Arts (B.A.) - Cross Cultural Communication and Community Development, Cross Cultural Communication and Community Development, 3.13 GPA
Creative Financial Group July 2015 - Present
Various Families May 2004 - Present
LUSH FRESH HANDMADE COSMETICS October 2012 - August 2015
Centers for Spiritual Living February 2012 - February 2014
Kimberton Whole Foods September 2012 - November 2012
Starbucks September 2011 - May 2012
Villanova University Shop June 2008 - December 2010
Skills
Public Speaking, Volunteer Management, Customer Service, Creative Writing, Social Networking, Volunteer Training, Childcare, Babysitting, Tutoring, Emotional Intelligence, World Religions, House Sitting, Pet Sitting, Sight Reading, Coaching, Social Media, Leadership Development, Fundraising, Community Outreach, Nonprofits, Microsoft Word
Education
Penn State University 2009 — 2015
Bachelor of Arts (B.A.) - Cross Cultural Communication and Community Development, Cross Cultural Communication and Community Development, 3.13 GPA
Andrew Del Beato, CFP®, ChFC®, CLU®, AAMS® Andrew Del Beato, CFP®, ChFC®, CLU®, AAMS®'s Creative Financial Group Experience July 1998 - Present
Job Financial Services Representative, Financial Advisor at Creative Financial Group an office of Metlife
Industry Financial Services
Experience
Creative Financial Group July 1998 - Present
Education
Penn State University 1990 — 1994
Bachelor of Arts (B.A.), Speech Communication
Creative Financial Group July 1998 - Present
Education
Penn State University 1990 — 1994
Bachelor of Arts (B.A.), Speech Communication
Kate Groshong Kate Groshong's Creative Financial Group Experience August 2008 - February 2010
Job Director of Marketing at PMC Property Group, Inc
Industry Real Estate
Experience
PMC Property Group, Inc March 2014 - Present
North Star Marketing, Inc. February 2010 - March 2014
Creative Financial Group August 2008 - February 2010
North Star Marketing, Inc. January 2000 - August 2008
Westlawn Graphic May 2007 - October 2007
Skills
Social Media Marketing, Search Advertising, SEO copywriting, Interactive Marketing..., Paid Search Marketing, Digital Marketing, Online Advertising, Social Networking..., Brand Development, Brand Communication, Public Relations, Content Management, Content Development, Web Content Management, Marketing Strategy, SEM, Integrated Marketing, Mobile Marketing, Newsletters, PPC, B2B Marketing, Copywriting, Blogging, Marketing, Lead Generation, Email Marketing, Press Releases, SEO, Management, Brand Awareness, Online Social Networking, Interactive Marketing, Web Analytics, Account Management, Creative Direction, Facebook, Website Development, Google Analytics, WordPress, Social Media, Small Business, Digital Strategy, Online Marketing, B2B, Marketing Communications, Social Networking, Web Marketing, Media Relations, E-commerce, Advertising
Education
Elizabethtown College 2004 — 2008
B.S., Marketing and Entrepreneurship
PMC Property Group, Inc March 2014 - Present
North Star Marketing, Inc. February 2010 - March 2014
Creative Financial Group August 2008 - February 2010
North Star Marketing, Inc. January 2000 - August 2008
Westlawn Graphic May 2007 - October 2007
Skills
Social Media Marketing, Search Advertising, SEO copywriting, Interactive Marketing..., Paid Search Marketing, Digital Marketing, Online Advertising, Social Networking..., Brand Development, Brand Communication, Public Relations, Content Management, Content Development, Web Content Management, Marketing Strategy, SEM, Integrated Marketing, Mobile Marketing, Newsletters, PPC, B2B Marketing, Copywriting, Blogging, Marketing, Lead Generation, Email Marketing, Press Releases, SEO, Management, Brand Awareness, Online Social Networking, Interactive Marketing, Web Analytics, Account Management, Creative Direction, Facebook, Website Development, Google Analytics, WordPress, Social Media, Small Business, Digital Strategy, Online Marketing, B2B, Marketing Communications, Social Networking, Web Marketing, Media Relations, E-commerce, Advertising
Education
Elizabethtown College 2004 — 2008
B.S., Marketing and Entrepreneurship
Laurel Davis Laurel Davis's Creative Financial Group Experience October 2011 - February 2012
Job Office Manager at Gap International Inc.
Industry Management Consulting
Experience
Gap International Inc. July 2012 - Present
Creative Financial Group October 2011 - February 2012
CCRES Educational and Behavioral Health Services May 2009 - October 2011
CHINESE CHILDREN ADOPTION INTERNATIONAL April 2005 - May 2007
TRINITY COOPERATIVE DAY NURSERY September 1998 - September 2002
CGU INSURANCE COMPANY November 1995 - June 1998
TIG INSURANCE COMPANY October 1988 - June 1995
Mapes and Ross, Inc. 1987 - 1988
Skills
Market Research, Marketing, Strategy, Program Management, Strategic Planning, Consulting, Management
Education
Elizabethtown College 1983 — 1987
Bachelor of Science, Business Adm. - Marketing Concentration
Gap International Inc. July 2012 - Present
Creative Financial Group October 2011 - February 2012
CCRES Educational and Behavioral Health Services May 2009 - October 2011
CHINESE CHILDREN ADOPTION INTERNATIONAL April 2005 - May 2007
TRINITY COOPERATIVE DAY NURSERY September 1998 - September 2002
CGU INSURANCE COMPANY November 1995 - June 1998
TIG INSURANCE COMPANY October 1988 - June 1995
Mapes and Ross, Inc. 1987 - 1988
Skills
Market Research, Marketing, Strategy, Program Management, Strategic Planning, Consulting, Management
Education
Elizabethtown College 1983 — 1987
Bachelor of Science, Business Adm. - Marketing Concentration
Brett Watson Brett Watson's Creative Financial Group Experience June 2008 - August 2008
Job Associate at Milestone Partners
Industry Financial Services
Experience
Milestone Partners June 2015 - Present
Milestone Partners April 2013 - June 2015
J.P. Morgan December 2010 - April 2013
Creative Financial Group June 2008 - August 2008
Skills
Microsoft Excel, Bloomberg Terminal, Leadership, Marketing, Equities, Analysis, Securities, Investments, Options, Financial Modeling, Management, Financial Analysis, Data Analysis, Sales, Investment Banking, Public Speaking, Fixed Income, Bloomberg, Corporate Finance, Derivatives
Education
University of Massachusetts, Amherst 2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance, General, 3.84
Milestone Partners June 2015 - Present
Milestone Partners April 2013 - June 2015
J.P. Morgan December 2010 - April 2013
Creative Financial Group June 2008 - August 2008
Skills
Microsoft Excel, Bloomberg Terminal, Leadership, Marketing, Equities, Analysis, Securities, Investments, Options, Financial Modeling, Management, Financial Analysis, Data Analysis, Sales, Investment Banking, Public Speaking, Fixed Income, Bloomberg, Corporate Finance, Derivatives
Education
University of Massachusetts, Amherst 2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance, General, 3.84
Gino Gabbianelli Gino Gabbianelli's Creative Financial Group Experience July 2009 - August 2010
Job External Advisor Consultant at PIMCO
Industry Financial Services
Experience
PIMCO June 2015 - Present
PIMCO April 2012 - Present
Morgan Stanley Smith Barney August 2010 - April 2012
Creative Financial Group July 2009 - August 2010
Citi Smith Barney May 2008 - August 2008
Johnson and Johnson January 2008 - May 2008
Skills
Investments, Mutual Funds, Retirement Planning, Strategic Financial..., Wealth Management, Asset Allocation, Retirement, Estate Planning, Financial Advisory, Fixed Annuities, Portfolio Management, Alternative Investments, Financial Planning, Sales, Insurance, Management, Finance
Education
Penn State University 2004 — 2008
BS in Business Administration, Finance, International Business
PIMCO June 2015 - Present
PIMCO April 2012 - Present
Morgan Stanley Smith Barney August 2010 - April 2012
Creative Financial Group July 2009 - August 2010
Citi Smith Barney May 2008 - August 2008
Johnson and Johnson January 2008 - May 2008
Skills
Investments, Mutual Funds, Retirement Planning, Strategic Financial..., Wealth Management, Asset Allocation, Retirement, Estate Planning, Financial Advisory, Fixed Annuities, Portfolio Management, Alternative Investments, Financial Planning, Sales, Insurance, Management, Finance
Education
Penn State University 2004 — 2008
BS in Business Administration, Finance, International Business
Gerald D. Fahey, CFP®'s Creative Financial Group Experience March 2012 - May 2013
Job Financial Planner
Industry Financial Services
Experience
Hoover Financial Advisors May 2013 - Present
Creative Financial Group March 2012 - May 2013
First Niagara Bank June 2011 - March 2012
National Penn Bank December 2008 - June 2011
The Cooperative Bank July 2002 - July 2008
Merrill Lynch September 1999 - July 2002
Skills
Investment Advisory, Asset Allocation, Financial Services, Financial Advisory
Education
Boston University 1997 — 1999
Graduate Certificate, Financial Planning
University of Massachusetts, Amherst 1980 — 1984
Bachelor of Arts (B.A.), Economics
Bishop Feehan High School
Diploma
Attleboro High School
Hoover Financial Advisors May 2013 - Present
Creative Financial Group March 2012 - May 2013
First Niagara Bank June 2011 - March 2012
National Penn Bank December 2008 - June 2011
The Cooperative Bank July 2002 - July 2008
Merrill Lynch September 1999 - July 2002
Skills
Investment Advisory, Asset Allocation, Financial Services, Financial Advisory
Education
Boston University 1997 — 1999
Graduate Certificate, Financial Planning
University of Massachusetts, Amherst 1980 — 1984
Bachelor of Arts (B.A.), Economics
Bishop Feehan High School
Diploma
Attleboro High School
Robert Rumer Robert Rumer's Creative Financial Group Experience June 2011 - August 2011
Job Trading Services Analyst at SEI
Industry Financial Services
Experience
SEI Investments August 2012 - Present
Emerald Asset Management May 2011 - December 2011
Creative Financial Group June 2011 - August 2011
patio.com 2010 - 2010
Skills
Bloomberg, Fixed Income, Equities, Microsoft Word, Financial Analysis, Investments, Research, Finance
Education
Franklin & Marshall College 2008 — 2012
Bachelor of Arts (B.A.), Business, Organizations and Societies
Malvern Prep 2001 — 2008
SEI Investments August 2012 - Present
Emerald Asset Management May 2011 - December 2011
Creative Financial Group June 2011 - August 2011
patio.com 2010 - 2010
Skills
Bloomberg, Fixed Income, Equities, Microsoft Word, Financial Analysis, Investments, Research, Finance
Education
Franklin & Marshall College 2008 — 2012
Bachelor of Arts (B.A.), Business, Organizations and Societies
Malvern Prep 2001 — 2008
Frederick Kramer Frederick Kramer's Creative Financial Group Experience April 2003 - August 2004
Job Seasoned Professional Experienced in Law, Business and Finance
Industry Accounting
Experience
Liberty Tax Service January 2007 - February 2012
Synthes September 2009 - October 2010
All About Pets, Inc. June 2003 - October 2007
Creative Financial Group April 2003 - August 2004
Fred Kramer Business Consultant November 2002 - March 2003
Bankruptcy Incorporated, P.C. April 1997 - October 2002
Education
University of Pittsburgh School of Law 1982 — 1984
JD, Law
Temple University
BA History/English
Liberty Tax Service January 2007 - February 2012
Synthes September 2009 - October 2010
All About Pets, Inc. June 2003 - October 2007
Creative Financial Group April 2003 - August 2004
Fred Kramer Business Consultant November 2002 - March 2003
Bankruptcy Incorporated, P.C. April 1997 - October 2002
Education
University of Pittsburgh School of Law 1982 — 1984
JD, Law
Temple University
BA History/English
Daniel Joie, CFP® Daniel Joie, CFP®'s Creative Financial Group Experience January 2002 - Present
Job Financial Services Representative, Financial Adviser at Creative Financial Group, an office of MetLife
Industry Financial Services
Experience
Creative Financial Group, an office of MetLife January 2002 - Present
Creative Financial Group January 2002 - Present
Skills
Retirement, Wealth Management, Retirement Planning, Series 7, Strategic Financial..., Life Insurance, Securities, Customer Service, IRAs, 401k
Education
Rutgers, The State University of New Jersey-Camden
Bachelor of Science (BS), Business Administration and Management, General
College for Financial Planning
Creative Financial Group, an office of MetLife January 2002 - Present
Creative Financial Group January 2002 - Present
Skills
Retirement, Wealth Management, Retirement Planning, Series 7, Strategic Financial..., Life Insurance, Securities, Customer Service, IRAs, 401k
Education
Rutgers, The State University of New Jersey-Camden
Bachelor of Science (BS), Business Administration and Management, General
College for Financial Planning
Melissa Epstein's Creative Financial Group Experience October 2007 - Present
Job .
Industry Financial Services
Experience
Creative Financial Group October 2007 - Present
Lord & Taylor May 2005 - March 2008
Abercrombie & Fitch July 2003 - May 2005
Skills
Store Management, Loss Prevention, Retail, Management, Customer Service, Merchandising, Inventory Management, Time Management, Profit, Visual Merchandising, Insurance, Life Insurance, Retail Sales, Sales, Employee Training, Marketing, Hiring, Team Leadership
Education
Holy Family University 1999 — 2003
Bachelor of Science (B.S.), Marketing/Marketing Management, General
Holy Family University 1999 — 2003
Bachelor of Science (B.S.), Marketing
Creative Financial Group October 2007 - Present
Lord & Taylor May 2005 - March 2008
Abercrombie & Fitch July 2003 - May 2005
Skills
Store Management, Loss Prevention, Retail, Management, Customer Service, Merchandising, Inventory Management, Time Management, Profit, Visual Merchandising, Insurance, Life Insurance, Retail Sales, Sales, Employee Training, Marketing, Hiring, Team Leadership
Education
Holy Family University 1999 — 2003
Bachelor of Science (B.S.), Marketing/Marketing Management, General
Holy Family University 1999 — 2003
Bachelor of Science (B.S.), Marketing
Danielle Impriano Danielle Impriano's Creative Financial Group Experience January 2005 - January 2007
Job Stock Plan Administrator at Wayfair.com
Industry Financial Services
Experience
Wayfair August 2014 - Present
AST Equity Plan Solutions April 2009 - April 2014
Wellington Management January 2007 - January 2008
Creative Financial Group January 2005 - January 2007
Skills
Process Improvement, Relationship Management, Client Service, Procedure Manuals, Project Management, Customer Service, Time Management, Multi Tasking, Team Building, Training, Microsoft Excel, Microsoft Word, Microsoft Office, Outlook, Salesforce.com, PowerPoint, Employee Stock Options, Restricted Stock, Account Reconciliation, Research, Team Leadership, Client Services, Program Management, Investments
Education
Penn State University 2002 — 2006
Bachelor's Degree, Business, Management, Marketing, and Related Support Services
Wayfair August 2014 - Present
AST Equity Plan Solutions April 2009 - April 2014
Wellington Management January 2007 - January 2008
Creative Financial Group January 2005 - January 2007
Skills
Process Improvement, Relationship Management, Client Service, Procedure Manuals, Project Management, Customer Service, Time Management, Multi Tasking, Team Building, Training, Microsoft Excel, Microsoft Word, Microsoft Office, Outlook, Salesforce.com, PowerPoint, Employee Stock Options, Restricted Stock, Account Reconciliation, Research, Team Leadership, Client Services, Program Management, Investments
Education
Penn State University 2002 — 2006
Bachelor's Degree, Business, Management, Marketing, and Related Support Services
Matthew Axe Matthew Axe's Creative Financial Group Experience June 2008 - November 2008
Job Investment Operations Specialist at JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase October 2013 - Present
JPMorgan Chase June 2012 - October 2013
JPMorgan Chase June 2011 - June 2012
University of Delaware September 2009 - February 2011
Creative Financial Group June 2008 - November 2008
DuPont February 2008 - May 2008
Skills
Impact Accounting System, SAP, Knowledge of Macros, Windows XP Operating..., Organized with Strong..., Collaborative Problem..., Thrive in...
Education
University of Delaware - Lerner College of Business and Economics 2009 — 2011
Masters, Business Administration; Finance
University of Delaware - Lerner College of Business and Economics 2004 — 2008
Bachelor of Science, Hotel, Restaurant, and Institutional Management
University of Delaware
JPMorgan Chase October 2013 - Present
JPMorgan Chase June 2012 - October 2013
JPMorgan Chase June 2011 - June 2012
University of Delaware September 2009 - February 2011
Creative Financial Group June 2008 - November 2008
DuPont February 2008 - May 2008
Skills
Impact Accounting System, SAP, Knowledge of Macros, Windows XP Operating..., Organized with Strong..., Collaborative Problem..., Thrive in...
Education
University of Delaware - Lerner College of Business and Economics 2009 — 2011
Masters, Business Administration; Finance
University of Delaware - Lerner College of Business and Economics 2004 — 2008
Bachelor of Science, Hotel, Restaurant, and Institutional Management
University of Delaware
Marc Bernstein's Creative Financial Group Experience July 1990 - December 2014
Job Founder, Managing Director at MWealth Advisors
Industry Financial Services
Experience
MWealth Advisors January 2015 - Present
Independence Wealth Strategies, an Office of MetLife April 2012 - December 2014
Creative Financial Group July 1990 - December 2014
Maxwell Financial Services, Ltd. February 1986 - July 1990
Skills
Strategic Financial..., Financial Planners, Financial Services, Investment Advisory, Retirement, Strategy, Wealth, Leadership, Asset Allocation, Coaching, Asset Management, New Business Development, Risk Management, Securities, Series 7, Small Business
Education
The Ohio State University Moritz College of Law 1977 — 1980
JD, Law
University of Delaware 1974 — 1977
B.A., music
Plymouth Whitemarsh Senior High School 1970 — 1973
High School
Ridge Park Elementary
MWealth Advisors January 2015 - Present
Independence Wealth Strategies, an Office of MetLife April 2012 - December 2014
Creative Financial Group July 1990 - December 2014
Maxwell Financial Services, Ltd. February 1986 - July 1990
Skills
Strategic Financial..., Financial Planners, Financial Services, Investment Advisory, Retirement, Strategy, Wealth, Leadership, Asset Allocation, Coaching, Asset Management, New Business Development, Risk Management, Securities, Series 7, Small Business
Education
The Ohio State University Moritz College of Law 1977 — 1980
JD, Law
University of Delaware 1974 — 1977
B.A., music
Plymouth Whitemarsh Senior High School 1970 — 1973
High School
Ridge Park Elementary
Lauren A. Peck Lauren A. Peck's Creative Financial Group Experience 2007 - 2010
Job Event Production Specialist
Industry Events Services
Experience
LeapStarr Productions 2014 - Present
Lincoln Financial Distributors 2011 - 2013
Lincoln Financial Distributors 2010 - 2011
Creative Financial Group 2007 - 2010
Skills
Marketing Strategy, Marketing Communications, Account Management, Marketing, Event Management, Marketing Management, B2B, Leadership, Business Development, Sales, Social Networking, Public Relations, Set Design, Set Construction, Social Media, Management, Social Media Marketing, Trade Shows, Event Planning
Education
Saint Joseph's University 2003 — 2007
Bachelor of Science (BS), Marketing - Communications Track
LeapStarr Productions 2014 - Present
Lincoln Financial Distributors 2011 - 2013
Lincoln Financial Distributors 2010 - 2011
Creative Financial Group 2007 - 2010
Skills
Marketing Strategy, Marketing Communications, Account Management, Marketing, Event Management, Marketing Management, B2B, Leadership, Business Development, Sales, Social Networking, Public Relations, Set Design, Set Construction, Social Media, Management, Social Media Marketing, Trade Shows, Event Planning
Education
Saint Joseph's University 2003 — 2007
Bachelor of Science (BS), Marketing - Communications Track
Kathy Coyle's Creative Financial Group Experience October 1995 - December 2006
Job Coordinator at Produce Marketing Association
Industry Insurance
Experience
Produce Marketing Association Foundation for Industry Talent November 2012 - Present
Community Health Systems August 2010 - July 2012
Avondale Presbyterian Church July 2008 - August 2010
Creative Financial Group October 1995 - December 2006
Education
Delaware County Community College
Business
Archbishop Prendergast High School 1983 — 1987
Produce Marketing Association Foundation for Industry Talent November 2012 - Present
Community Health Systems August 2010 - July 2012
Avondale Presbyterian Church July 2008 - August 2010
Creative Financial Group October 1995 - December 2006
Education
Delaware County Community College
Business
Archbishop Prendergast High School 1983 — 1987
Jimmy Bea's Creative Financial Group Experience June 2011 - August 2011
Job Retirement Plan Specialist at Bank of America
Industry Financial Services
Experience
Bank of America February 2014 - Present
Erin Gerald Affiliates October 2013 - January 2014
Lookaway Golf Club May 2005 - September 2013
Aerotek December 2012 - February 2013
Creative Financial Group June 2011 - August 2011
Taromina's Family Restaurante September 2009 - February 2011
Skills
PowerPoint, Microsoft Word, Customer Service, Research, Social Media, Public Speaking, Outlook, Event Planning, Management, Staffing Services
Education
Saint Joseph's University 2008 — 2012
Bachelor of Science in Business Administration, Marketing at Erivan K. Haub, Marketing
Coucil Rock High School South 2004 — 2008
Bank of America February 2014 - Present
Erin Gerald Affiliates October 2013 - January 2014
Lookaway Golf Club May 2005 - September 2013
Aerotek December 2012 - February 2013
Creative Financial Group June 2011 - August 2011
Taromina's Family Restaurante September 2009 - February 2011
Skills
PowerPoint, Microsoft Word, Customer Service, Research, Social Media, Public Speaking, Outlook, Event Planning, Management, Staffing Services
Education
Saint Joseph's University 2008 — 2012
Bachelor of Science in Business Administration, Marketing at Erivan K. Haub, Marketing
Coucil Rock High School South 2004 — 2008
Melissa Claus Melissa Claus's Creative Financial Group Experience January 2009 - Present
Job Registered Sales Assistant
Industry Financial Services
Experience
AT&T Wireless August 2010 - Present
Creative Financial Group January 2009 - Present
Principal Financial Group 2011 - 2012
Financial Advisors of Delaware Valley 2011 - 2011
New England Financial January 2009 - March 2010
Philly2Night.com 2010 - 2010
Weichert Realty July 2007 - August 2009
Wachovia March 2008 - June 2008
Wachovia Bank March 2008 - June 2008
Cordua & Co October 2006 - July 2007
Skills
Series 7, Mortgage Lending, Investments, Management, Loans, Real Estate, Finance, Financial Services, Team Building, Retail, Sales, Sales Management, Training, Life Insurance, Residential Mortgages, Customer Service
Education
Rowan College at Burlington County 1994 — 1995
N/A, General Studies
Holy Cross High School
Life & Health Insurance
Our Lady of Good Council
Our Lady of Good Council
State of New Jersey Real Estate
AT&T Wireless August 2010 - Present
Creative Financial Group January 2009 - Present
Principal Financial Group 2011 - 2012
Financial Advisors of Delaware Valley 2011 - 2011
New England Financial January 2009 - March 2010
Philly2Night.com 2010 - 2010
Weichert Realty July 2007 - August 2009
Wachovia March 2008 - June 2008
Wachovia Bank March 2008 - June 2008
Cordua & Co October 2006 - July 2007
Skills
Series 7, Mortgage Lending, Investments, Management, Loans, Real Estate, Finance, Financial Services, Team Building, Retail, Sales, Sales Management, Training, Life Insurance, Residential Mortgages, Customer Service
Education
Rowan College at Burlington County 1994 — 1995
N/A, General Studies
Holy Cross High School
Life & Health Insurance
Our Lady of Good Council
Our Lady of Good Council
State of New Jersey Real Estate
Karl Ober's Creative Financial Group Experience September 2010 - December 2014
Job Financial Advisor at 1847Financial
Industry Financial Services
Experience
1847Financial January 2015 - Present
Creative Financial Group September 2010 - December 2014
Education
University of Central Florida 2006 — 2010
Bachelor's Degree
1847Financial January 2015 - Present
Creative Financial Group September 2010 - December 2014
Education
University of Central Florida 2006 — 2010
Bachelor's Degree
Bryan McCloskey Bryan McCloskey's Creative Financial Group Experience 2009 - 2011
Job Infinite Banking & Income Planning Specialist at Paradigm Life
Industry Financial Services
Experience
Paradigm Life June 2014 - Present
Old Security Group 2011 - June 2014
Creative Financial Group 2009 - 2011
Comprehensive Injury Prevention Solutions, Inc. June 2008 - May 2010
West Chester University August 2007 - May 2009
West Chester Area School District August 2002 - June 2007
Skills
Financial Services, Retirement, Fixed Annuities, Insurance, Estate Planning, Finance, Small Business, Public Speaking
Education
The American College 2011 — 2012
CASL®: Chartered Advisor for Senior Living
California University of Pennsylvania 2006 — 2006
MS, Exercise Science
Marywood University 1993 — 1998
BS, Health & Physical Education
Paradigm Life June 2014 - Present
Old Security Group 2011 - June 2014
Creative Financial Group 2009 - 2011
Comprehensive Injury Prevention Solutions, Inc. June 2008 - May 2010
West Chester University August 2007 - May 2009
West Chester Area School District August 2002 - June 2007
Skills
Financial Services, Retirement, Fixed Annuities, Insurance, Estate Planning, Finance, Small Business, Public Speaking
Education
The American College 2011 — 2012
CASL®: Chartered Advisor for Senior Living
California University of Pennsylvania 2006 — 2006
MS, Exercise Science
Marywood University 1993 — 1998
BS, Health & Physical Education
Lauren Irvine Lauren Irvine's Creative Financial Group Experience 2003 - 2007
Job Marketing Communications Manager at M.F. Irvine Corporate Solutions
Industry Insurance
Experience
M. F. Irvine Corporate Solutions June 2009 - Present
Total Evolution Volleyball Academy October 2014 - May 2015
Craig Bradford Associates October 2007 - June 2009
Creative Financial Group 2003 - 2007
Skills
Leadership, Marketing Communications, Project Planning, Fundraising, Human Resources, Team Leadership, Account Management, Insurance, Health Insurance, Disability Insurance, Customer Service, Risk Management, Community Outreach, Business Intelligence, Social Media Marketing, Microsoft Office, Marketing, Microsoft Excel, PowerPoint, Outlook, Employee Benefits, Event Planning, Public Relations, Social Media, Marketing Strategy, Email Marketing, Digital Marketing, Product Marketing, Corporate Communications, Employee Wellness, Corporate Events, Benefits Administration, 5500s, Constant Contact, Graphic Design, Web Development
Education
Salve Regina University 1999 — 2003
Bachelor of Science, Social Work
Villa Maria Academy High School 1995 — 1999
M. F. Irvine Corporate Solutions June 2009 - Present
Total Evolution Volleyball Academy October 2014 - May 2015
Craig Bradford Associates October 2007 - June 2009
Creative Financial Group 2003 - 2007
Skills
Leadership, Marketing Communications, Project Planning, Fundraising, Human Resources, Team Leadership, Account Management, Insurance, Health Insurance, Disability Insurance, Customer Service, Risk Management, Community Outreach, Business Intelligence, Social Media Marketing, Microsoft Office, Marketing, Microsoft Excel, PowerPoint, Outlook, Employee Benefits, Event Planning, Public Relations, Social Media, Marketing Strategy, Email Marketing, Digital Marketing, Product Marketing, Corporate Communications, Employee Wellness, Corporate Events, Benefits Administration, 5500s, Constant Contact, Graphic Design, Web Development
Education
Salve Regina University 1999 — 2003
Bachelor of Science, Social Work
Villa Maria Academy High School 1995 — 1999
Pat Hoffman's Creative Financial Group Experience January 1997 - January 1999
Job Director at Legg Mason, LLC
Industry Investment Management
Experience
Legg Mason & Co., LLC June 2005 - Present
Rorer Asset Management May 2000 - June 2005
Rorer Asset Management, LLC January 2000 - January 2005
PNC Advisors February 1999 - May 2000
PNC Bank January 1999 - January 2000
Creative Finacial Group May 1997 - February 1999
Creative Financial Group January 1997 - January 1999
Merrill Lynch April 1995 - May 1997
Merrill Lynch January 1995 - January 1997
M.L. Dessert Corporation January 1992 - January 1995
Skills
Series 7, Asset Management, Investments, Mutual Funds, Alternative Investments, Financial Services, Hedge Funds, Investment Advisory, Asset Allocation, Financial Advisory, Finance, Leadership, Management, Sales Operations, Asset Managment
Education
United States Naval Academy 1982 — 1986
BS, Physical Science
Legg Mason & Co., LLC June 2005 - Present
Rorer Asset Management May 2000 - June 2005
Rorer Asset Management, LLC January 2000 - January 2005
PNC Advisors February 1999 - May 2000
PNC Bank January 1999 - January 2000
Creative Finacial Group May 1997 - February 1999
Creative Financial Group January 1997 - January 1999
Merrill Lynch April 1995 - May 1997
Merrill Lynch January 1995 - January 1997
M.L. Dessert Corporation January 1992 - January 1995
Skills
Series 7, Asset Management, Investments, Mutual Funds, Alternative Investments, Financial Services, Hedge Funds, Investment Advisory, Asset Allocation, Financial Advisory, Finance, Leadership, Management, Sales Operations, Asset Managment
Education
United States Naval Academy 1982 — 1986
BS, Physical Science
Trisha Gallagher Boisvert's Creative Financial Group Experience 1999 - 2001
Job Sailing Heals, CoFounder & Exec. Dir.
Industry Financial Services
Experience
Sailing Heals, Inc. July 2011 - Present
The Gallagher Group September 2001 - March 2015
Creative Financial Group 1999 - 2001
New England Financial 1992 - 1999
Skills
Business Strategy, Target Marketing, Branding, Market Research, Target Recruiting, Public Speaking, Coaching, strategic planning, Recruiting, Strategic Planning, Retirement Planning, Fixed Annuities, Leadership, Insurance, Business Development, Training, Marketing Communications, Small Business, New Business Development, Marketing, Project Planning, Account Management, Sales, Strategy, Marketing Strategy, Management
Education
University of Massachusetts at Lowell 1987 — 1991
BS, Cognitive Psychology
Suffolk University 1985 — 1987
Congitive Psychology
Papillion High
Sailing Heals, Inc. July 2011 - Present
The Gallagher Group September 2001 - March 2015
Creative Financial Group 1999 - 2001
New England Financial 1992 - 1999
Skills
Business Strategy, Target Marketing, Branding, Market Research, Target Recruiting, Public Speaking, Coaching, strategic planning, Recruiting, Strategic Planning, Retirement Planning, Fixed Annuities, Leadership, Insurance, Business Development, Training, Marketing Communications, Small Business, New Business Development, Marketing, Project Planning, Account Management, Sales, Strategy, Marketing Strategy, Management
Education
University of Massachusetts at Lowell 1987 — 1991
BS, Cognitive Psychology
Suffolk University 1985 — 1987
Congitive Psychology
Papillion High
Blake Fellows's Creative Financial Group Experience May 2013 - February 2015
Job Financial Services Representative, Financial Advisor Creative Financial Group, an office of MetLife
Industry Financial Services
Experience
Fellows Financial Group, LLC March 2015 - Present
Potomac Financial Group LLC July 2005 - Present
Creative Financial Group May 2013 - February 2015
AXA Advisors February 2001 - June 2005
Education
James Madison University 1998 — 2000
Fellows Financial Group, LLC March 2015 - Present
Potomac Financial Group LLC July 2005 - Present
Creative Financial Group May 2013 - February 2015
AXA Advisors February 2001 - June 2005
Education
James Madison University 1998 — 2000
Helen Vasiliadis-Null's Creative Financial Group Experience February 1991 - January 2015
Job Director of Operations
Industry Financial Services
Experience
The Creative Financial Group February 1991 - January 2015
Creative Financial Group February 1991 - January 2015
Skills
Series 7, Investments, Financial Services, Fixed Annuities, Insurance, Strategic Planning, Leadership, Employee Benefits, Sales Management
Education
Temple University 1980 — 1985
Bachelor's degree, Computer and Information Sciences, General
The Creative Financial Group February 1991 - January 2015
Creative Financial Group February 1991 - January 2015
Skills
Series 7, Investments, Financial Services, Fixed Annuities, Insurance, Strategic Planning, Leadership, Employee Benefits, Sales Management
Education
Temple University 1980 — 1985
Bachelor's degree, Computer and Information Sciences, General
Chris Glover's Creative Financial Group Experience January 2006 - January 2009
Job Managing Principal at Cerebrum Financial Services
Industry Financial Services
Experience
Cerebrum Financial Services, LLC March 2013 - Present
Sure Trading Group, LLC January 2011 - Present
StoneRidge Investment Partners June 2009 - January 2011
CREATIVE FINANCIAL GROUP January 2006 - January 2009
AIG VALIC January 2004 - January 2006
J.B. Hanauer January 2000 - January 2004
Skills
Equities, Trading, Portfolio Management, Hedge Funds, Strategic Financial..., Asset Allocation, Asset Managment, Private Equity, Executive Management, Fixed Asset Management, Alternative Investments, Mergers & Acquisitions, Asset Management, Investment Advisory, Investment Strategies, Bonds, Securities, Fixed Income, ETFs, Risk Management, Trading Strategies, Financial Planning, Investments, Strategy, Management, Retirement Planning, Investment Management, Wealth Management, Due Diligence, Financial Services
Education
University of Maryland College Park 1995 — 2000
Economics
Cerebrum Financial Services, LLC March 2013 - Present
Sure Trading Group, LLC January 2011 - Present
StoneRidge Investment Partners June 2009 - January 2011
CREATIVE FINANCIAL GROUP January 2006 - January 2009
AIG VALIC January 2004 - January 2006
J.B. Hanauer January 2000 - January 2004
Skills
Equities, Trading, Portfolio Management, Hedge Funds, Strategic Financial..., Asset Allocation, Asset Managment, Private Equity, Executive Management, Fixed Asset Management, Alternative Investments, Mergers & Acquisitions, Asset Management, Investment Advisory, Investment Strategies, Bonds, Securities, Fixed Income, ETFs, Risk Management, Trading Strategies, Financial Planning, Investments, Strategy, Management, Retirement Planning, Investment Management, Wealth Management, Due Diligence, Financial Services
Education
University of Maryland College Park 1995 — 2000
Economics
Jon M. Goldenberg, CFP's Creative Financial Group Experience 2004 - 2006
Job Investment Consultant with Scottrade
Industry Financial Services
Experience
Cordasco Financial Network, LLC January 2012 - March 2013
RBC Wealth Management - The Cordasco Group June 2011 - July 2012
AP Lubrano & Co. Inc. April 2008 - November 2010
Prestige Wealth Management Group August 2006 - February 2008
Creative Financial Group 2004 - 2006
Charles Schwab 2002 - 2004
Brokerage Advisory Services Corp 2000 - 2002
The Vanguard Group 1991 - 1999
Skills
Wealth Management, Investments
Education
Pennsylvania State University-Great Valley Graduate Center 1994 — 1996
MMS, Business Administration
Temple University 1987 — 1991
BBA, Business Administration
Cordasco Financial Network, LLC January 2012 - March 2013
RBC Wealth Management - The Cordasco Group June 2011 - July 2012
AP Lubrano & Co. Inc. April 2008 - November 2010
Prestige Wealth Management Group August 2006 - February 2008
Creative Financial Group 2004 - 2006
Charles Schwab 2002 - 2004
Brokerage Advisory Services Corp 2000 - 2002
The Vanguard Group 1991 - 1999
Skills
Wealth Management, Investments
Education
Pennsylvania State University-Great Valley Graduate Center 1994 — 1996
MMS, Business Administration
Temple University 1987 — 1991
BBA, Business Administration
Jennifer McCall Wright's Creative Financial Group Experience 2000 - 2003
Job Interior Designer at KNA Interior Design
Industry Design
Experience
KNA Interior Design September 2011 - Present
KNA Interior Design January 2011 - August 2011
KNA Interior Design September 2010 - December 2010
National Life Group 2007 - 2010
Fresh Interiors of Chester County LLC 2005 - 2007
Key Advisors Group 2003 - 2005
Creative Financial Group 2000 - 2003
Downingtown Senior High School 1999 - 2000
The Chester County Hospital 1996 - 2000
Skills
Interior Design, Photoshop, AutoCAD, PowerPoint, SketchUp, Concept Design, Marketing Communications, Presentation Development, Event Planning, Event Management, Space-planning, Design Research, FF&E, Purchasing, Textiles, Furniture, Spexx Design..., Exxpedite Design..., Space Planning, Construction Documents, Client Communication, Design Development, Client Relationship..., Word, Excel, Sales Presentations, Training & Development, Illustrator, Submittals, Employee Training, Microsoft Word, CRM, Microsoft Excel, Furnishings, Space planning, Illustration, Sketching, Retail Design, Floor Plans
Education
Santa Monica College 2009 — 2010
A.A., Interior Architectural Design II
West Chester University of Pennsylvania 1994 — 1998
B.A., Communication Studies with minor in Creative Writing
KNA Interior Design September 2011 - Present
KNA Interior Design January 2011 - August 2011
KNA Interior Design September 2010 - December 2010
National Life Group 2007 - 2010
Fresh Interiors of Chester County LLC 2005 - 2007
Key Advisors Group 2003 - 2005
Creative Financial Group 2000 - 2003
Downingtown Senior High School 1999 - 2000
The Chester County Hospital 1996 - 2000
Skills
Interior Design, Photoshop, AutoCAD, PowerPoint, SketchUp, Concept Design, Marketing Communications, Presentation Development, Event Planning, Event Management, Space-planning, Design Research, FF&E, Purchasing, Textiles, Furniture, Spexx Design..., Exxpedite Design..., Space Planning, Construction Documents, Client Communication, Design Development, Client Relationship..., Word, Excel, Sales Presentations, Training & Development, Illustrator, Submittals, Employee Training, Microsoft Word, CRM, Microsoft Excel, Furnishings, Space planning, Illustration, Sketching, Retail Design, Floor Plans
Education
Santa Monica College 2009 — 2010
A.A., Interior Architectural Design II
West Chester University of Pennsylvania 1994 — 1998
B.A., Communication Studies with minor in Creative Writing
Jane Hoban's Creative Financial Group Experience January 1987 - June 1991
Job Director of Key Accounts
Industry Insurance
Experience
Creative Benefits Inc. 1991 - Present
Creative Financial Group January 1987 - June 1991
Education
Bryn Mawr College 1968 — 1970
Master of Arts (M.A.), Psychology
Wilson College
Bachelor's degree, Psychology
Creative Benefits Inc. 1991 - Present
Creative Financial Group January 1987 - June 1991
Education
Bryn Mawr College 1968 — 1970
Master of Arts (M.A.), Psychology
Wilson College
Bachelor's degree, Psychology
Briana Mitchell's Creative Financial Group Experience January 2006 - October 2009
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
Gabe Tribuiani's Creative Financial Group Experience August 2009 - April 2010
Job Business Transformation
Industry Financial Services
Experience
JPMorgan Chase June 2014 - Present
AlignAlytics June 2012 - June 2014
Aqua America May 2011 - June 2012
Aqua America May 2010 - May 2011
Creative Financial Group August 2009 - April 2010
Dow Jones June 2008 - August 2008
Skills
Analytics, Strategic Planning, Business Process..., Finance, Project Management, Change Management, Data Analysis, Governance, Strategy, Business Analytics, Project Planning, Business Process, Microsoft Excel, Accounting System, Leadership, Consulting, Financial Analysis, Data Management, Document Management, Operations Management
Education
St. Joseph's University 2012 — 2014
Master of Business Administration (M.B.A.), Finance
Villanova University 2004 — 2009
B.S.B.A, Management & Marketing
The Haverford School
JPMorgan Chase June 2014 - Present
AlignAlytics June 2012 - June 2014
Aqua America May 2011 - June 2012
Aqua America May 2010 - May 2011
Creative Financial Group August 2009 - April 2010
Dow Jones June 2008 - August 2008
Skills
Analytics, Strategic Planning, Business Process..., Finance, Project Management, Change Management, Data Analysis, Governance, Strategy, Business Analytics, Project Planning, Business Process, Microsoft Excel, Accounting System, Leadership, Consulting, Financial Analysis, Data Management, Document Management, Operations Management
Education
St. Joseph's University 2012 — 2014
Master of Business Administration (M.B.A.), Finance
Villanova University 2004 — 2009
B.S.B.A, Management & Marketing
The Haverford School
Crystal Stevens, CFP®, EA's Creative Financial Group Experience August 2002 - Present
Job Financial Planner
Industry Financial Services
Experience
Creative Financial Group August 2002 - Present
Regions Bank May 1999 - May 2001
Skills
Strategic Financial..., Tax, Retirement Planning, Microsoft Excel, Series 63, Investment Management, Estate Planning, Income Tax, Investments, Alternative Investments, Series 7, Financial Planners, Risk Management, Personal Finance, Tax Preparation, Wealth Management, Financial Analysis, Financial Planning, Asset Management, Finance, Mutual Funds, Portfolio Management
Education
Georgia State University - J. Mack Robinson College of Business 2004 — 2005
MTax, Taxation
Georgia State University - J. Mack Robinson College of Business 2001 — 2002
MS, Financial Planning
University of Georgia - Terry College of Business 1995 — 1999
BBA, Finance
Creative Financial Group August 2002 - Present
Regions Bank May 1999 - May 2001
Skills
Strategic Financial..., Tax, Retirement Planning, Microsoft Excel, Series 63, Investment Management, Estate Planning, Income Tax, Investments, Alternative Investments, Series 7, Financial Planners, Risk Management, Personal Finance, Tax Preparation, Wealth Management, Financial Analysis, Financial Planning, Asset Management, Finance, Mutual Funds, Portfolio Management
Education
Georgia State University - J. Mack Robinson College of Business 2004 — 2005
MTax, Taxation
Georgia State University - J. Mack Robinson College of Business 2001 — 2002
MS, Financial Planning
University of Georgia - Terry College of Business 1995 — 1999
BBA, Finance
Wayne D. Moss, CFP®'s Creative Financial Group Experience June 1998 - April 2008
Job Principal at Homrich Berg
Industry Financial Services
Experience
Homrich Berg April 2008 - Present
Creative Financial Group June 1998 - April 2008
Skills
Wealth Management, Investments, 401k Rollovers, Strategic Financial..., Portfolio Management, Personal Financial..., Financial Planning, Retirement Planning, Executive Financial..., Asset Managment, Estate Planning
Education
Shorter University 1994 — 1998
BBA, Finance and Economics
College for Financial Planning
Homrich Berg April 2008 - Present
Creative Financial Group June 1998 - April 2008
Skills
Wealth Management, Investments, 401k Rollovers, Strategic Financial..., Portfolio Management, Personal Financial..., Financial Planning, Retirement Planning, Executive Financial..., Asset Managment, Estate Planning
Education
Shorter University 1994 — 1998
BBA, Finance and Economics
College for Financial Planning
Randy Landherr's Creative Financial Group Experience June 2006 - August 2008
Job IT Support at One Beacon Insurance
Industry Information Technology and Services
Experience
One Beacon Insurance June 2013 - Present
Success Computer Consulting May 2013 - June 2013
Cargill December 2012 - May 2013
TEAM Technologies August 2008 - December 2012
Creative Financial Group June 2006 - August 2008
Skills
Troubleshooting, Data Center, Servers, Disaster Recovery, VMware, Virtualization, IT Management, Business Continuity, Security, ITIL, Vendor Management, Customer Service, Project Management, Network Administration, Computer Hardware, Team Building, Active Directory, Cisco Technologies, Managed Hosting, System Administration, Routers, Network Security, Windows Server
Education
Hawkeye Community College 2007 — 2009
AAS, Network Administraion & Engineering
St. Ansgar High School 2002 — 2006
One Beacon Insurance June 2013 - Present
Success Computer Consulting May 2013 - June 2013
Cargill December 2012 - May 2013
TEAM Technologies August 2008 - December 2012
Creative Financial Group June 2006 - August 2008
Skills
Troubleshooting, Data Center, Servers, Disaster Recovery, VMware, Virtualization, IT Management, Business Continuity, Security, ITIL, Vendor Management, Customer Service, Project Management, Network Administration, Computer Hardware, Team Building, Active Directory, Cisco Technologies, Managed Hosting, System Administration, Routers, Network Security, Windows Server
Education
Hawkeye Community College 2007 — 2009
AAS, Network Administraion & Engineering
St. Ansgar High School 2002 — 2006
Timothy P. Evans's Creative Financial Group Experience February 2001 - December 2008
Job CPA, CFP
Industry Accounting
Experience
Timothy P. Evans, CPA May 2014 - Present
UBS Financial Services Inc. May 2011 - May 2014
BDO USA, LLP December 2008 - December 2010
Creative Financial Group February 2001 - December 2008
The Ayco Company, L.P. July 1989 - February 2001
Ernst & Young 1977 - 1982
Skills
Tax, CPA, Finance, Certified Financial..., Financial Reporting, Accounting, Financial Analysis, Strategic Financial..., Corporate Tax, Income Tax, Tax Accounting, Financial Modeling, Strategic Planning, Financial Accounting, Due Diligence, External Audit
Education
University of Georgia - Terry College of Business 1976 — 1977
M.Acc.-Tax, Taxation
University of Georgia - Terry College of Business 1974 — 1976
B.BA, Accounting
Timothy P. Evans, CPA May 2014 - Present
UBS Financial Services Inc. May 2011 - May 2014
BDO USA, LLP December 2008 - December 2010
Creative Financial Group February 2001 - December 2008
The Ayco Company, L.P. July 1989 - February 2001
Ernst & Young 1977 - 1982
Skills
Tax, CPA, Finance, Certified Financial..., Financial Reporting, Accounting, Financial Analysis, Strategic Financial..., Corporate Tax, Income Tax, Tax Accounting, Financial Modeling, Strategic Planning, Financial Accounting, Due Diligence, External Audit
Education
University of Georgia - Terry College of Business 1976 — 1977
M.Acc.-Tax, Taxation
University of Georgia - Terry College of Business 1974 — 1976
B.BA, Accounting
Dennis Flaherty's Creative Financial Group Experience August 2001 - October 2003
Job Global Treasury Advisor at Silicon Valley Bank
Industry Banking
Experience
Silicon Valley Bank January 2012 - Present
Wells Fargo & Co. August 2010 - January 2012
Wachovia, A Wells Fargo Company April 2009 - August 2010
Wachovia Bank October 2003 - April 2009
Creative Financial Group August 2001 - October 2003
Education
Drexel University - LeBow College of Business 2009 — 2011
MBA
Gettysburg College 1997 — 2001
B.A., Business Management, Economics
National University of Ireland, Galway 2000 — 2000
Silicon Valley Bank January 2012 - Present
Wells Fargo & Co. August 2010 - January 2012
Wachovia, A Wells Fargo Company April 2009 - August 2010
Wachovia Bank October 2003 - April 2009
Creative Financial Group August 2001 - October 2003
Education
Drexel University - LeBow College of Business 2009 — 2011
MBA
Gettysburg College 1997 — 2001
B.A., Business Management, Economics
National University of Ireland, Galway 2000 — 2000
Rebecca Gonzalez Riggs's Creative Financial Group Experience February 2004 - July 2004
Job Policy and Strategic Engagement Specialist (Site Lead) at Archimedes Global Inc
Industry Management Consulting
Experience
Archimedes Global Inc. June 2010 - Present
Archimedes Global Inc June 2010 - Present
Booz Allen Hamilton February 2010 - June 2010
BAE Systems October 2007 - 2009
Northwestern Mutual: The Downs Group August 2004 - July 2007
Creative Financial Group February 2004 - July 2004
Northwestern Mutual: James H. Meanix November 2003 - January 2004
Northwestern Mutual October 2000 - November 2003
Skills
Analysis, Budgets, DoD, Leadership, Management, Policy, Process Improvement, Program Management, Risk Management, Security Clearance, Software Documentation, Training, Government, Government Contracting, Strategic Planning, Strategy, Intelligence, National Security, Proposal Writing
Education
East Stroudsburg University of Pennsylvania 1994 — 1998
BS
Archimedes Global Inc. June 2010 - Present
Archimedes Global Inc June 2010 - Present
Booz Allen Hamilton February 2010 - June 2010
BAE Systems October 2007 - 2009
Northwestern Mutual: The Downs Group August 2004 - July 2007
Creative Financial Group February 2004 - July 2004
Northwestern Mutual: James H. Meanix November 2003 - January 2004
Northwestern Mutual October 2000 - November 2003
Skills
Analysis, Budgets, DoD, Leadership, Management, Policy, Process Improvement, Program Management, Risk Management, Security Clearance, Software Documentation, Training, Government, Government Contracting, Strategic Planning, Strategy, Intelligence, National Security, Proposal Writing
Education
East Stroudsburg University of Pennsylvania 1994 — 1998
BS
Anne Mullen's Creative Financial Group Experience January 2009 - October 2013
Job Associate Advocate at IDLife Corporate
Industry Human Resources
Experience
Top Notch Talent Acquisition Services August 2014 - Present
IDLife Corporate June 2014 - Present
Main Line Chamber of Commerce December 2013 - Present
Creative Financial Group January 2009 - October 2013
Berwyn, Pa January 2007 - December 2010
Mentor Information Systems January 1992 - December 1997
Bell Atlantic Directory Graphics 1992 - 1997
Skills
Deferred Compensation, Employee Relations, HRIS, Onboarding, Employee Benefits, Employee Engagement, Workforce Planning, Talent Acquisition, Employment Law, Human Resources, Training, Performance Management, Interviews, Team Building, Recruiting, HR Consulting, Employee Handbooks, Organizational..., Staff Development, Coaching, Policy, Sales, Administration, Succession Planning, Leadership, Management, Strategic Planning, Talent Management, Customer Service, Personnel Management, New Business Development, Benefits Administration
Education
Archbishop Carroll High School
Penn State University
Bachelor of Science (BS), Hotel, Motel, and Restaurant Management
Top Notch Talent Acquisition Services August 2014 - Present
IDLife Corporate June 2014 - Present
Main Line Chamber of Commerce December 2013 - Present
Creative Financial Group January 2009 - October 2013
Berwyn, Pa January 2007 - December 2010
Mentor Information Systems January 1992 - December 1997
Bell Atlantic Directory Graphics 1992 - 1997
Skills
Deferred Compensation, Employee Relations, HRIS, Onboarding, Employee Benefits, Employee Engagement, Workforce Planning, Talent Acquisition, Employment Law, Human Resources, Training, Performance Management, Interviews, Team Building, Recruiting, HR Consulting, Employee Handbooks, Organizational..., Staff Development, Coaching, Policy, Sales, Administration, Succession Planning, Leadership, Management, Strategic Planning, Talent Management, Customer Service, Personnel Management, New Business Development, Benefits Administration
Education
Archbishop Carroll High School
Penn State University
Bachelor of Science (BS), Hotel, Motel, and Restaurant Management
Roger Hargrave's Creative Financial Group Experience October 2001 - September 2007
Job _ at Ave Maria School of Law
Industry Financial Services
Experience
The Honorable John E. Steele, United States District Judge (M.D. Fla.) January 2015 - May 2015
Office of the United States Attorney for the Middle District of Florida October 2014 - January 2015
family farm May 2007 - July 2012
Creative Financial Group October 2001 - September 2007
Skills
Legal Writing, Litigation, Legal Research, Economics, Corporate Law, International Law, Corporate Governance, Securities Regulation, Nonprofits, Civil Litigation, Courts, Legal Assistance, LexisNexis, Public Speaking, Research, Social Media, Westlaw
Education
University of Florida - Fredric G. Levin College of Law 2015 — 2016
Legum Magister (LL.M.), International Tax Law
Ave Maria School of Law 2012 — 2015
Juris Doctor (J.D.), Tax Law
University of Delaware - Lerner College of Business and Economics 1998 — 2000
MBA, Finance, Economics
Glassboro State College
Rowan University
The Honorable John E. Steele, United States District Judge (M.D. Fla.) January 2015 - May 2015
Office of the United States Attorney for the Middle District of Florida October 2014 - January 2015
family farm May 2007 - July 2012
Creative Financial Group October 2001 - September 2007
Skills
Legal Writing, Litigation, Legal Research, Economics, Corporate Law, International Law, Corporate Governance, Securities Regulation, Nonprofits, Civil Litigation, Courts, Legal Assistance, LexisNexis, Public Speaking, Research, Social Media, Westlaw
Education
University of Florida - Fredric G. Levin College of Law 2015 — 2016
Legum Magister (LL.M.), International Tax Law
Ave Maria School of Law 2012 — 2015
Juris Doctor (J.D.), Tax Law
University of Delaware - Lerner College of Business and Economics 1998 — 2000
MBA, Finance, Economics
Glassboro State College
Rowan University
Luciann Givonetti's Creative Financial Group Experience 2009 - May 2012
Job Estates Paralegal
Industry Legal Services
Experience
MacElree Harvey, Ltd. November 2012 - Present
Creative Financial Group 2009 - May 2012
SEI Investments 2000 - 2009
CIGNA Retirement & Investment Services 1996 - 2000
Dreyfus November 1990 - November 1996
MetLife November 1988 - November 1990
Skills
Paralegal Studies, 401k, Asset Allocation, Client Services, Presentation Development, Group Presentations, Financial Services, Retirement Solutions, Relationship Management, Investments, Estate Administration
Education
Villanova University 2012 — 2012
Paralegal Certificate
State University of New York College at Geneseo 1984 — 1988
BA
MacElree Harvey, Ltd. November 2012 - Present
Creative Financial Group 2009 - May 2012
SEI Investments 2000 - 2009
CIGNA Retirement & Investment Services 1996 - 2000
Dreyfus November 1990 - November 1996
MetLife November 1988 - November 1990
Skills
Paralegal Studies, 401k, Asset Allocation, Client Services, Presentation Development, Group Presentations, Financial Services, Retirement Solutions, Relationship Management, Investments, Estate Administration
Education
Villanova University 2012 — 2012
Paralegal Certificate
State University of New York College at Geneseo 1984 — 1988
BA
Steve Segerman's Creative Financial Group Experience November 2008 - November 2010
Job Sales Representative at Horizon Blue Cross Blue Shield of New Jersey
Industry Insurance
Experience
Horizon Blue Cross Blue Shield of New Jersey April 2013 - Present
The Medicare Insurance Store/Hagaman Insurance Group May 2011 - February 2013
Colonial Insurance Associeates November 2010 - June 2011
Creative Financial Group November 2008 - November 2010
Creative Financial Group of NJ January 2008 - November 2010
PRUDENTIAL ZACK SHORE PROPERTIES 2000 - 2010
Middlebrook Cleaners March 1980 - March 2000
Skills
Insurance, Investments, Long-term Care, Fixed Annuities, Medicare, Strategic Financial..., Series 7, Sales, Short Sales, Term Life Insurance, Marketing, Long Term Care Insurance, Financial Services, Real Estate, Mutual Funds, Disability Insurance, Estate Planning, Underwriting, Series 6, Health Insurance, Sellers, Life Insurance, Professional Liability, Finance, Medicare Part D, First Time Home Buyers, Universal Life, Retirement Planning, Asset Allocation, Retirement, Customer Service, Series 63, Small Business, Wealth Management, Condos, 401k, IRAs, Financial Planners
Education
Hofstra University 1972 — 1976
Pyschology
Horizon Blue Cross Blue Shield of New Jersey April 2013 - Present
The Medicare Insurance Store/Hagaman Insurance Group May 2011 - February 2013
Colonial Insurance Associeates November 2010 - June 2011
Creative Financial Group November 2008 - November 2010
Creative Financial Group of NJ January 2008 - November 2010
PRUDENTIAL ZACK SHORE PROPERTIES 2000 - 2010
Middlebrook Cleaners March 1980 - March 2000
Skills
Insurance, Investments, Long-term Care, Fixed Annuities, Medicare, Strategic Financial..., Series 7, Sales, Short Sales, Term Life Insurance, Marketing, Long Term Care Insurance, Financial Services, Real Estate, Mutual Funds, Disability Insurance, Estate Planning, Underwriting, Series 6, Health Insurance, Sellers, Life Insurance, Professional Liability, Finance, Medicare Part D, First Time Home Buyers, Universal Life, Retirement Planning, Asset Allocation, Retirement, Customer Service, Series 63, Small Business, Wealth Management, Condos, 401k, IRAs, Financial Planners
Education
Hofstra University 1972 — 1976
Pyschology
Lana Trotter's Creative Financial Group Experience May 2008 - February 2015
Job Founder of Tritium Technology at Tritium Private Wealth Strategies, LLC
Industry Financial Services
Experience
Tritium Private Wealth Strategies, LLC April 2015 - Present
Roman Design June 2014 - Present
Creative Financial Group May 2008 - February 2015
Shaklee Distributor May 2000 - January 2015
Skills
Event Planning, Marketing, Social Media, Social Media Marketing, Marketing Strategy, Public Speaking, Social Networking, Customer Service, Public Relations, Sales, Team Building, Fundraising, Advertising, Business Strategy, Email Marketing, Marketing Communications, Project Planning, Small Business
Education
Messiah College 2004 — 2008
B.S., Communication
Delaware County Christian School 2001 — 2004
Tritium Private Wealth Strategies, LLC April 2015 - Present
Roman Design June 2014 - Present
Creative Financial Group May 2008 - February 2015
Shaklee Distributor May 2000 - January 2015
Skills
Event Planning, Marketing, Social Media, Social Media Marketing, Marketing Strategy, Public Speaking, Social Networking, Customer Service, Public Relations, Sales, Team Building, Fundraising, Advertising, Business Strategy, Email Marketing, Marketing Communications, Project Planning, Small Business
Education
Messiah College 2004 — 2008
B.S., Communication
Delaware County Christian School 2001 — 2004
Abby Sherman's Creative Financial Group Experience 2007 - 2011
Job Business Manager at Sherman Brothers,Inc
Industry Executive Office
Experience
Sherman Brothers, Inc. 1981 - Present
Morgan Stanley Investment Management May 2013 - March 2014
Benjamin Obdyke Incorporated September 2012 - December 2012
Take Care Health Systems November 2011 - June 2012
Relay Network, LLC March 2011 - October 2011
Creative Financial Group 2007 - 2011
Sesame/Rockwood Day Camp 2006 - 2007
Columbus Property Management 2006 - 2007
MedRisk, Inc. 2002 - 2005
DMI Sports, Inc. 2000 - 2001
Skills
Insurance, Customer Service, Strategic Planning, New Business Development, Sales Management, Team Building
Education
Temple University 1979 — 1983
Bachelor of Business Administration (BBA), Computer Science
Sherman Brothers, Inc. 1981 - Present
Morgan Stanley Investment Management May 2013 - March 2014
Benjamin Obdyke Incorporated September 2012 - December 2012
Take Care Health Systems November 2011 - June 2012
Relay Network, LLC March 2011 - October 2011
Creative Financial Group 2007 - 2011
Sesame/Rockwood Day Camp 2006 - 2007
Columbus Property Management 2006 - 2007
MedRisk, Inc. 2002 - 2005
DMI Sports, Inc. 2000 - 2001
Skills
Insurance, Customer Service, Strategic Planning, New Business Development, Sales Management, Team Building
Education
Temple University 1979 — 1983
Bachelor of Business Administration (BBA), Computer Science
Alon Chan's Creative Financial Group Experience October 2011 - Present
Job Jr. Accountant at Creative Financial Group
Industry Accounting
Experience
Creative Financial Group October 2011 - Present
Delaware Investments 2008 - March 2010
Education
Drexel University - College of Business and Administration 2006 — 2011
Bachelor of Science (BS), Accounting
Creative Financial Group October 2011 - Present
Delaware Investments 2008 - March 2010
Education
Drexel University - College of Business and Administration 2006 — 2011
Bachelor of Science (BS), Accounting
Mark Dubowe, MBA's Creative Financial Group Experience January 2010 - April 2012
Job Sales Representative
Industry Financial Services
Experience
First Financial Group April 2012 - Present
Creative Financial Group January 2010 - April 2012
The American College January 2007 - October 2008
Outward Bound 2005 - 2007
American Hydron, A Division of Johnson & Johnson 1985 - 1991
Education
Philadelphia University 1980 — 1983
MBA, Finance
University of Dayton 1970 — 1974
B.S., Management
First Financial Group April 2012 - Present
Creative Financial Group January 2010 - April 2012
The American College January 2007 - October 2008
Outward Bound 2005 - 2007
American Hydron, A Division of Johnson & Johnson 1985 - 1991
Education
Philadelphia University 1980 — 1983
MBA, Finance
University of Dayton 1970 — 1974
B.S., Management
Brendon Hajas's Creative Financial Group Experience February 2010 - September 2011
Job Client Relationship Administrator at Vanguard
Industry Financial Services
Experience
Vanguard July 2014 - Present
Allstate December 2011 - July 2014
Creative Financial Group February 2010 - September 2011
Skills
Estate Planning, Finance, Mutual Funds, Securities, Insurance, Retirement Planning, Microsoft Word, Claim, Workers Compensation, Project Management, Life Insurance, Financial Planners
Education
Cabrini College 2007 — 2009
Bachelors, Finance
Penn State University 2005 — 2007
Economics
Malvern Prep 1998 — 2002
Vanguard July 2014 - Present
Allstate December 2011 - July 2014
Creative Financial Group February 2010 - September 2011
Skills
Estate Planning, Finance, Mutual Funds, Securities, Insurance, Retirement Planning, Microsoft Word, Claim, Workers Compensation, Project Management, Life Insurance, Financial Planners
Education
Cabrini College 2007 — 2009
Bachelors, Finance
Penn State University 2005 — 2007
Economics
Malvern Prep 1998 — 2002
Richard Loomis's Creative Financial Group Experience January 1997 - May 2013
Job Wealth Succession and Preservation Consultant
Industry Financial Services
Experience
Creative Financial Group January 1997 - May 2013
Margolis & Company, P.C. 1984 - 1997
Yale & Seffinger 1979 - 1983
Skills
Estate Planning, Financial Planning, Wealth Management, Wealth, Strategic Financial..., Finance, Tax, Strategic Planning, Mergers & Acquisitions
Education
University of Denver 1981 — 1983
M.T., Taxation
Creative Financial Group January 1997 - May 2013
Margolis & Company, P.C. 1984 - 1997
Yale & Seffinger 1979 - 1983
Skills
Estate Planning, Financial Planning, Wealth Management, Wealth, Strategic Financial..., Finance, Tax, Strategic Planning, Mergers & Acquisitions
Education
University of Denver 1981 — 1983
M.T., Taxation
Steve Pollack's Creative Financial Group Experience May 2001 - December 2003
Job CEO at Del Vel Chem Company
Industry Wholesale
Experience
Del Vel Chem Company January 2004 - Present
Creative Financial Group May 2001 - December 2003
Shoe Zoo of NJ, Inc July 1989 - May 2001
Skills
Financial Analysis, Managerial Finance, Strategic Financial..., Corporate Finance, Financial Modeling, Financial Reporting
Education
Drexel University 1978 — 1982
Bachelor of Science (BS), Accounting and Finance
Del Vel Chem Company January 2004 - Present
Creative Financial Group May 2001 - December 2003
Shoe Zoo of NJ, Inc July 1989 - May 2001
Skills
Financial Analysis, Managerial Finance, Strategic Financial..., Corporate Finance, Financial Modeling, Financial Reporting
Education
Drexel University 1978 — 1982
Bachelor of Science (BS), Accounting and Finance
Marc Abruzzese's Creative Financial Group Experience January 1993 - January 2001
Job Regional Sales Director at EMPOWER Retirement
Industry Financial Services
Experience
EMPOWER Retirement October 2014 - Present
Great-West Retirement Services August 2005 - Present
Nationwide Financial January 2002 - July 2005
Creative Financial Group January 1993 - January 2001
Skills
Retirement, Employee Benefits, Qualified Retirement..., Defined Benefit, Series 7, Asset Allocation, Banking, Retirement Plan..., 401k, Retirement Planning, Defined Contribution, Profit Sharing, Financial Services, FINRA, Investment Strategies, Sales, ERISA, Mutual Funds, Selling, Series 6, Pensions, Investments, Investment Advisory, IRAs, Fixed Annuities, Series 63, Business Planning, Life Insurance, Wealth Management, Financial Advisory, Series 65, Portfolio Management
Education
Lehigh University 1988 — 1992
BS
The Haverford School 1984 — 1988
EMPOWER Retirement October 2014 - Present
Great-West Retirement Services August 2005 - Present
Nationwide Financial January 2002 - July 2005
Creative Financial Group January 1993 - January 2001
Skills
Retirement, Employee Benefits, Qualified Retirement..., Defined Benefit, Series 7, Asset Allocation, Banking, Retirement Plan..., 401k, Retirement Planning, Defined Contribution, Profit Sharing, Financial Services, FINRA, Investment Strategies, Sales, ERISA, Mutual Funds, Selling, Series 6, Pensions, Investments, Investment Advisory, IRAs, Fixed Annuities, Series 63, Business Planning, Life Insurance, Wealth Management, Financial Advisory, Series 65, Portfolio Management
Education
Lehigh University 1988 — 1992
BS
The Haverford School 1984 — 1988
Diana Bernal's Creative Financial Group Experience May 2007 - April 2008
Job Broker Dealer Clearance
Industry Financial Services
Experience
JPMorgan Chase May 2014 - Present
JPMorgan Chase April 2013 - May 2014
West End Neighborhood House August 2011 - April 2013
Delaware Community Reinvestment Action Council May 2008 - August 2011
Creative Financial Group May 2007 - April 2008
Bank of America June 2005 - May 2006
Goldey-Beacom College August 2003 - December 2004
Skills
Spanish, Public Speaking, Leadership, Non-profits, Marketing, Editing, Event Planning, Teamwork, Training, Customer Service, Program Management, Budgets, Nonprofits, Management, Recruiting, Teaching, Fundraising, Finance, Strategic Planning, Data Entry, Social Networking, Project Management, Team Building, Coaching, Analysis, Leadership Development, Social Media, Microsoft Office, Access, Public Relations, Research, Marketing Strategy, Microsoft Excel, Administration, PowerPoint, Event Management, Time Management, Outlook
Education
Goldey-Beacom College 2006 — 2008
MBA, Marketing Management
Goldey-Beacom College 2003 — 2005
Bachelor of Science, Business Administration International Business Management
University of Delaware 2010 — 2011
Certificate, Financial Planning
JPMorgan Chase May 2014 - Present
JPMorgan Chase April 2013 - May 2014
West End Neighborhood House August 2011 - April 2013
Delaware Community Reinvestment Action Council May 2008 - August 2011
Creative Financial Group May 2007 - April 2008
Bank of America June 2005 - May 2006
Goldey-Beacom College August 2003 - December 2004
Skills
Spanish, Public Speaking, Leadership, Non-profits, Marketing, Editing, Event Planning, Teamwork, Training, Customer Service, Program Management, Budgets, Nonprofits, Management, Recruiting, Teaching, Fundraising, Finance, Strategic Planning, Data Entry, Social Networking, Project Management, Team Building, Coaching, Analysis, Leadership Development, Social Media, Microsoft Office, Access, Public Relations, Research, Marketing Strategy, Microsoft Excel, Administration, PowerPoint, Event Management, Time Management, Outlook
Education
Goldey-Beacom College 2006 — 2008
MBA, Marketing Management
Goldey-Beacom College 2003 — 2005
Bachelor of Science, Business Administration International Business Management
University of Delaware 2010 — 2011
Certificate, Financial Planning
Heather Page's Creative Financial Group Experience January 2014 - December 2014
Job Business Manager at M Wealth Advisors
Industry Financial Services
Experience
M Wealth Advisors January 2015 - Present
1847Financial 2015 - 2015
1847Financial 2015 - 2015
Creative Financial Group January 2014 - December 2014
Fleet Feet Sports - North Wales December 2010 - October 2013
Closets By Design June 2009 - October 2010
Travel by Page September 1999 - January 2009
Skills
Type 65+ WPM, Customer Service, Customer Retention, Inventory Management, Inventory Control, Microsoft Excel, Microsoft Word, PowerPoint, Social Media Marketing, HTML scripting, Event Planning, Event Management, Travel Planning, Travel Arrangements, Sales, Marketing, Team Building, CRM, Leadership, Management, Strategic Planning
Education
Lansdale School of Business 2010 — 2012
Business Administration and Management, General, Maintained a 4.0 GPA while attending
Moberly Senior High School
M Wealth Advisors January 2015 - Present
1847Financial 2015 - 2015
1847Financial 2015 - 2015
Creative Financial Group January 2014 - December 2014
Fleet Feet Sports - North Wales December 2010 - October 2013
Closets By Design June 2009 - October 2010
Travel by Page September 1999 - January 2009
Skills
Type 65+ WPM, Customer Service, Customer Retention, Inventory Management, Inventory Control, Microsoft Excel, Microsoft Word, PowerPoint, Social Media Marketing, HTML scripting, Event Planning, Event Management, Travel Planning, Travel Arrangements, Sales, Marketing, Team Building, CRM, Leadership, Management, Strategic Planning
Education
Lansdale School of Business 2010 — 2012
Business Administration and Management, General, Maintained a 4.0 GPA while attending
Moberly Senior High School
Janusz Plewinski's Creative Financial Group Experience February 2010 - August 2010
Job Senior Financial Analyst at New YorkPresbyterian Hospital
Industry
Experience
New York-Presbyterian Hospital June 2015 - Present
ProSight Specialty Insurance April 2012 - June 2015
Novartis January 2012 - April 2012
Johnson & Johnson February 2011 - January 2012
Creative Financial Group February 2010 - August 2010
Johnson & Johnson September 2007 - June 2008
Skills
Financial Modeling, Finance, Financial Analysis, Corporate Finance, Financial Reporting, Accounting, Risk Management, Forecasting, Due Diligence, Financial Risk, Microsoft Office, Microsoft Excel
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2014 — 2016
Master of Business Administration (MBA), Finance
Drexel University 2005 — 2009
Bachelor of Science in Business Administration, Finance & Accounting
New York-Presbyterian Hospital June 2015 - Present
ProSight Specialty Insurance April 2012 - June 2015
Novartis January 2012 - April 2012
Johnson & Johnson February 2011 - January 2012
Creative Financial Group February 2010 - August 2010
Johnson & Johnson September 2007 - June 2008
Skills
Financial Modeling, Finance, Financial Analysis, Corporate Finance, Financial Reporting, Accounting, Risk Management, Forecasting, Due Diligence, Financial Risk, Microsoft Office, Microsoft Excel
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2014 — 2016
Master of Business Administration (MBA), Finance
Drexel University 2005 — 2009
Bachelor of Science in Business Administration, Finance & Accounting
Sean O'Doherty's Creative Financial Group Experience May 1997 - April 1999
Job Sales Representative at Burndy
Industry Electrical/Electronic Manufacturing
Experience
Burndy Sales RepresentativeUnited Rentals2008 - September 2011
Graybar Electric April 1999 - April 2008
Certified Electrical Distributors April 2001 - July 2001
Creative Financial Group May 1997 - April 1999
Skills
Sales Management, Cold Calling, Sales, Account Management, New Business Development, Sales Operations, Direct Sales, Contract Negotiation, Sales Presentations, Sales Force Development, Marketing, Team Building, Negotiation, Customer Service, Salesforce.com, Strategic Planning, Forecasting, Budgets, Microsoft Office, Microsoft Excel, Key Account Management
Education
Lebanon Valley College
Bachelor of Science, Business Administration; marketing
Ridley High School
Diploma
Burndy Sales RepresentativeUnited Rentals2008 - September 2011
Graybar Electric April 1999 - April 2008
Certified Electrical Distributors April 2001 - July 2001
Creative Financial Group May 1997 - April 1999
Skills
Sales Management, Cold Calling, Sales, Account Management, New Business Development, Sales Operations, Direct Sales, Contract Negotiation, Sales Presentations, Sales Force Development, Marketing, Team Building, Negotiation, Customer Service, Salesforce.com, Strategic Planning, Forecasting, Budgets, Microsoft Office, Microsoft Excel, Key Account Management
Education
Lebanon Valley College
Bachelor of Science, Business Administration; marketing
Ridley High School
Diploma
Greg Baldwin's Creative Financial Group Experience May 2008 - August 2008
Job Associate at Harvest Equities, Inc.
Industry Commercial Real Estate
Experience
Harvest Equities, Inc. March 2015 - Present
Albanese Organization, Inc. December 2013 - February 2015
GE Capital Real Estate July 2009 - December 2013
JMI Equity January 2009 - May 2009
Creative Financial Group May 2008 - August 2008
Skills
Financial Modeling, Valuation, Financial Analysis, International Relations
Education
Loyola University Maryland 2005 — 2009
Bachelor of Business Administration, Finance
St. Joseph's Preparatory School 2001 — 2005
Harvest Equities, Inc. March 2015 - Present
Albanese Organization, Inc. December 2013 - February 2015
GE Capital Real Estate July 2009 - December 2013
JMI Equity January 2009 - May 2009
Creative Financial Group May 2008 - August 2008
Skills
Financial Modeling, Valuation, Financial Analysis, International Relations
Education
Loyola University Maryland 2005 — 2009
Bachelor of Business Administration, Finance
St. Joseph's Preparatory School 2001 — 2005
Charles Jordan's Creative Financial Group Experience September 2002 - October 2010
Job President at BA Securities
Industry Financial Services
Experience
BA Securities, LLC October 2010 - Present
Creative Financial Group September 2002 - October 2010
Education
Florida State University 2000 — 2002
BS, Finance
BA Securities, LLC October 2010 - Present
Creative Financial Group September 2002 - October 2010
Education
Florida State University 2000 — 2002
BS, Finance
Patrick Hanahan's Creative Financial Group Experience August 2010 - April 2011
Job Philadelphia Business Manager at Bisnow
Industry Online Media
Experience
Bisnow April 2011 - Present
Creative Financial Group August 2010 - April 2011
Education
Penn State University 2006 — 2010
BS, Economics
Bisnow April 2011 - Present
Creative Financial Group August 2010 - April 2011
Education
Penn State University 2006 — 2010
BS, Economics
Paul Nappi's Creative Financial Group Experience September 2006 - Present
Job Senior Planning Strategist at Creative Financial Group, Newtown Square, PA
Industry Financial Services
Experience
Creative Financial Group September 2006 - Present
Creative Financial Group 2006 - Present
Gollatz Griffin & Ewing, P.C. August 2003 - September 2006
Conor Weber & Oberlies, P.C. 2002 - 2003
Swartz, Campbell & Detweiler 2001 - 2001
Connor, Weber & Oberlies 1991 - 2000
Skills
Litigation, Private Equity, Corporate Law, Due Diligence, Wealth Management..., Tax Law
Education
Villanova University 2004 — 2008
Master of Laws, LL.M., Graduate Tax Program
Boston College Law School 1986 — 1989
Juris Doctor
Georgetown University 1982 — 1986
Bachelor of Science, School of Foreign Service
Creative Financial Group September 2006 - Present
Creative Financial Group 2006 - Present
Gollatz Griffin & Ewing, P.C. August 2003 - September 2006
Conor Weber & Oberlies, P.C. 2002 - 2003
Swartz, Campbell & Detweiler 2001 - 2001
Connor, Weber & Oberlies 1991 - 2000
Skills
Litigation, Private Equity, Corporate Law, Due Diligence, Wealth Management..., Tax Law
Education
Villanova University 2004 — 2008
Master of Laws, LL.M., Graduate Tax Program
Boston College Law School 1986 — 1989
Juris Doctor
Georgetown University 1982 — 1986
Bachelor of Science, School of Foreign Service
Jill Henebry's Creative Financial Group Experience August 2005 - November 2008
Job High School English Teacher at Newark High School
Industry Primary/Secondary Education
Experience
Newark High School September 2015 - Present
Delaware Academy of Public Safety & Security August 2013 - June 2015
Christina School District August 2011 - June 2013
Creative Financial Group August 2005 - November 2008
Merrill Lynch April 2000 - December 2001
Skills
Management, Leadership, Coaching, Project Management, Marketing, Customer Service, Social Media, Staff Development, Editing, Nonprofits
Education
Wilmington University 2008 — 2010
Master of Education (M.Ed.), School Counseling
University of Delaware 2002 — 2004
Bachelor of Arts (B.A.), Psychology
State University of New York College of Agriculture and Technology at Morrisville 1991 — 1993
Associate of Arts and Sciences (A.A.S.), Journalism
Newark High School September 2015 - Present
Delaware Academy of Public Safety & Security August 2013 - June 2015
Christina School District August 2011 - June 2013
Creative Financial Group August 2005 - November 2008
Merrill Lynch April 2000 - December 2001
Skills
Management, Leadership, Coaching, Project Management, Marketing, Customer Service, Social Media, Staff Development, Editing, Nonprofits
Education
Wilmington University 2008 — 2010
Master of Education (M.Ed.), School Counseling
University of Delaware 2002 — 2004
Bachelor of Arts (B.A.), Psychology
State University of New York College of Agriculture and Technology at Morrisville 1991 — 1993
Associate of Arts and Sciences (A.A.S.), Journalism
Tina Fasbinder's Creative Financial Group Experience August 2008 - October 2010
Job Academic Administrative Assistant at Bryn Mawr College
Industry Higher Education
Experience
Bryn Mawr College November 2013 - Present
Pennsylvania Trust February 2011 - November 2012
Creative Financial Group August 2008 - October 2010
The Bryn Mawr Trust Company October 1998 - August 2008
Skills
Administrative..., Office Administration, Office Management, Administration, Customer Service, Administrative...
Education
Peirce College 1985 — 1987
Associates Degree, Administrative Assistant and Secretarial Science, General, 3.8 GPA
St. Hubert's Catholic High School 1981 — 1985
High School Diploma
Bryn Mawr College November 2013 - Present
Pennsylvania Trust February 2011 - November 2012
Creative Financial Group August 2008 - October 2010
The Bryn Mawr Trust Company October 1998 - August 2008
Skills
Administrative..., Office Administration, Office Management, Administration, Customer Service, Administrative...
Education
Peirce College 1985 — 1987
Associates Degree, Administrative Assistant and Secretarial Science, General, 3.8 GPA
St. Hubert's Catholic High School 1981 — 1985
High School Diploma
Kristina Cahall's Creative Financial Group Experience October 2006 - May 2012
Job Financial Services Professional
Industry Financial Services
Experience
Creative Financial Group October 2006 - May 2012
Education
Slippery Rock University of Pennsylvania 1989 — 1993
Immaculata University
Elementary and Special Education Certifications
Creative Financial Group October 2006 - May 2012
Education
Slippery Rock University of Pennsylvania 1989 — 1993
Immaculata University
Elementary and Special Education Certifications
Anas Shraim's Creative Financial Group Experience July 2012 - November 2013
Job at JP Morgan Chase
Industry Financial Services
Experience
JPMorgan Chase November 2013 - Present
Creative Financial Group July 2012 - November 2013
Taylor Gifts June 2011 - July 2012
University City Apartments August 2008 - June 2012
Education
Drexel University 2007 — 2011
Bachelor of Science (B.S.), Finance
ISG-Dammam
Diploma
JPMorgan Chase November 2013 - Present
Creative Financial Group July 2012 - November 2013
Taylor Gifts June 2011 - July 2012
University City Apartments August 2008 - June 2012
Education
Drexel University 2007 — 2011
Bachelor of Science (B.S.), Finance
ISG-Dammam
Diploma
Colin Trevlyn's Creative Financial Group Experience June 2010 - September 2010
Job Sales Agent at Vail Resorts
Industry Hospitality
Experience
Vail Resorts November 2013 - Present
City Liquors June 2013 - November 2013
Vail Resorts November 2011 - April 2013
Creative Financial Group June 2010 - September 2010
Skills
Spreadsheets, Microsoft Office, Marketing, Social Networking, Sales, Leadership, Social Media Marketing, Event Planning, Customer Service, Customer Satisfaction, Editing, PowerPoint
Education
Dickinson College 2007 — 2011
Bachelor of Arts (B.A.), International Business
Vail Resorts November 2013 - Present
City Liquors June 2013 - November 2013
Vail Resorts November 2011 - April 2013
Creative Financial Group June 2010 - September 2010
Skills
Spreadsheets, Microsoft Office, Marketing, Social Networking, Sales, Leadership, Social Media Marketing, Event Planning, Customer Service, Customer Satisfaction, Editing, PowerPoint
Education
Dickinson College 2007 — 2011
Bachelor of Arts (B.A.), International Business
Brooke Coyle's Creative Financial Group Experience February 2003 - Present
Job Business Manager at Creative Financial Group
Industry Financial Services
Experience
Creative Financial Group February 2003 - Present
Education
University of Florida 1998 — 2002
BS, Public Relations, Advertising, and Applied Communication
Creative Financial Group February 2003 - Present
Education
University of Florida 1998 — 2002
BS, Public Relations, Advertising, and Applied Communication