Csenge Advisory Group
Industry: Company
DescriptionFounded: 2000 Subsidiary: Csenge Advisory Group, Llc, Asset Management Arm
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Csenge Advisory Group Employees
Employee
Years
Job
Industry
Joseph Piszczor Joseph Piszczor's Csenge Advisory Group Experience March 2013 - Present
Job Personal Financial Advisor
Industry Financial Services
Experience
Csenge Advisory Group March 2013 - Present
BenchMark Financial Network June 2009 - March 2013
Ameriprise Financial October 2006 - May 2009
Enterprise Rent-A-Car April 2004 - November 2005
Skills
Investments, Wealth Management, Strategic Financial..., Asset Management, Insurance, Financial Planning, Finance, Portfolio Management, Retirement Planning, Financial Planners, Public Speaking, Securities, Sales, Financial Services, Mutual Funds, Estate Planning, Small Business, Fixed Annuities, Employee Benefits, Financial Analysis, Marketing, Series 7, Disability Insurance, Asset Managment, Long-term Care, Financial Advisory
Education
Mercyhurst College 2002 — 2005
Business Management, Business
McGuffey
Csenge Advisory Group March 2013 - Present
BenchMark Financial Network June 2009 - March 2013
Ameriprise Financial October 2006 - May 2009
Enterprise Rent-A-Car April 2004 - November 2005
Skills
Investments, Wealth Management, Strategic Financial..., Asset Management, Insurance, Financial Planning, Finance, Portfolio Management, Retirement Planning, Financial Planners, Public Speaking, Securities, Sales, Financial Services, Mutual Funds, Estate Planning, Small Business, Fixed Annuities, Employee Benefits, Financial Analysis, Marketing, Series 7, Disability Insurance, Asset Managment, Long-term Care, Financial Advisory
Education
Mercyhurst College 2002 — 2005
Business Management, Business
McGuffey
Elizabeth Leeseberg Elizabeth Leeseberg's Csenge Advisory Group Experience August 2005 - May 2013
Job Relationship & Compliance Mgr. at Harwood Financial Group
Industry Financial Services
Experience
The Harwood Financial Group May 2013 - Present
Csenge Advisory Group August 2005 - May 2013
FSC Securities Corporation September 2000 - May 2013
Trademark Capital September 2000 - July 2005
LBS Capital December 1994 - September 2000
Raymond James June 1991 - July 1994
Skills
Series 7, Compliance, Operations Management, Database Administration, Securities, Investments, Financial Advisory, Finance, Financial Services, Management
Education
Eckerd College
Bachelor of Arts (BA), Management & Finance
The Harwood Financial Group May 2013 - Present
Csenge Advisory Group August 2005 - May 2013
FSC Securities Corporation September 2000 - May 2013
Trademark Capital September 2000 - July 2005
LBS Capital December 1994 - September 2000
Raymond James June 1991 - July 1994
Skills
Series 7, Compliance, Operations Management, Database Administration, Securities, Investments, Financial Advisory, Finance, Financial Services, Management
Education
Eckerd College
Bachelor of Arts (BA), Management & Finance
Sherida (Sherri) Ferguson, CFP®, CEBS®, AWMA®, CRPC® Sherida (Sherri) Ferguson, CFP®, CEBS®, AWMA®, CRPC®'s Csenge Advisory Group Experience September 2013 - Present
Job Specialist in financial planning, retirement income planning and investment management
Industry Financial Services
Experience
Csenge Advisory Group September 2013 - Present
SL Ferguson Wealth Management Services July 2011 - Present
Principal Financial Group April 2009 - July 2011
Citi Smith Barney October 2005 - June 2008
JB Hanauer June 2003 - October 2005
Edward Jones February 2000 - June 2003
The Hartford April 1997 - February 2000
Merrill Lynch 1992 - 1996
Education
Lakeland Senior High
Polk State College
University of South Florida
BA
Csenge Advisory Group September 2013 - Present
SL Ferguson Wealth Management Services July 2011 - Present
Principal Financial Group April 2009 - July 2011
Citi Smith Barney October 2005 - June 2008
JB Hanauer June 2003 - October 2005
Edward Jones February 2000 - June 2003
The Hartford April 1997 - February 2000
Merrill Lynch 1992 - 1996
Education
Lakeland Senior High
Polk State College
University of South Florida
BA
Eric Mencke Eric Mencke's Csenge Advisory Group Experience June 2010 - August 2010
Job Software Engineer
Industry Computer Software
Experience
Lockheed Martin May 2015 - Present
Deloitte July 2014 - May 2015
Booz Allen Hamilton December 2013 - July 2014
SRA International August 2011 - November 2013
Virginia Tech January 2011 - May 2011
Virginia Tech August 2010 - May 2011
Csenge Advisory Group June 2010 - August 2010
KTH Royal Institute of Technology June 2009 - August 2009
Moore Aviation June 2008 - August 2008
DCNR June 2006 - August 2007
Skills
Java, JSP, C++, HTML, Matlab, ICE, PL/SQL, Labview, Visual Basic, Autodesk Inventor, jQuery, JavaFX, XML Schema, CVS, SQL, Eclipse, Software Development, Software Design, CSS, JDBC, PHP, Unix, Software Engineering, Servlets, Programming
Education
George Mason University 2012 — 2015
Master's degree, Computer Software Engineering, 3.56
Virginia Polytechnic Institute and State University 2007 — 2011
Bachelor of Science, Mechanical Engineering, 3.45
Community College of Beaver County 2003 — 2007
Associate, Professional Pilot, 4.0
Community College of Beaver County 2003 — 2007
Associate, General Studies in Math and Science, 4.0
Lockheed Martin May 2015 - Present
Deloitte July 2014 - May 2015
Booz Allen Hamilton December 2013 - July 2014
SRA International August 2011 - November 2013
Virginia Tech January 2011 - May 2011
Virginia Tech August 2010 - May 2011
Csenge Advisory Group June 2010 - August 2010
KTH Royal Institute of Technology June 2009 - August 2009
Moore Aviation June 2008 - August 2008
DCNR June 2006 - August 2007
Skills
Java, JSP, C++, HTML, Matlab, ICE, PL/SQL, Labview, Visual Basic, Autodesk Inventor, jQuery, JavaFX, XML Schema, CVS, SQL, Eclipse, Software Development, Software Design, CSS, JDBC, PHP, Unix, Software Engineering, Servlets, Programming
Education
George Mason University 2012 — 2015
Master's degree, Computer Software Engineering, 3.56
Virginia Polytechnic Institute and State University 2007 — 2011
Bachelor of Science, Mechanical Engineering, 3.45
Community College of Beaver County 2003 — 2007
Associate, Professional Pilot, 4.0
Community College of Beaver County 2003 — 2007
Associate, General Studies in Math and Science, 4.0
Pia Oliver (Contorakes) Pia Oliver (Contorakes)'s Csenge Advisory Group Experience January 2010 - Present
Job Relationship Manager
Industry Financial Services
Experience
Silpada Designs October 2012 - Present
Csenge Advisory Group January 2010 - Present
1st Metropolitan Mortgage 2003 - December 2009
HFC/Beneficial January 1978 - July 2001
Skills
Loans, New Business Development, Mortgage Lending, Plannning, Commercial Lending, Mortgage Banking, Sales, Credit, FHA, Insurance, Strategy, Wealth Management, Retirement Planning, Portfolio Management, Refinance, Small Business, Real Estate, Business Development, Management, Investments, Banking, Finance, Underwriting, Financial Analysis
Education
Duquesne University 2004 — 2008
BS, Management
Trinity High School
Silpada Designs October 2012 - Present
Csenge Advisory Group January 2010 - Present
1st Metropolitan Mortgage 2003 - December 2009
HFC/Beneficial January 1978 - July 2001
Skills
Loans, New Business Development, Mortgage Lending, Plannning, Commercial Lending, Mortgage Banking, Sales, Credit, FHA, Insurance, Strategy, Wealth Management, Retirement Planning, Portfolio Management, Refinance, Small Business, Real Estate, Business Development, Management, Investments, Banking, Finance, Underwriting, Financial Analysis
Education
Duquesne University 2004 — 2008
BS, Management
Trinity High School
Francine Van Wowk Francine Van Wowk's Csenge Advisory Group Experience July 2013 - October 2013
Job SEC Processing Rep 3 at Citi
Industry Financial Services
Experience
Citi April 2014 - Present
Csenge Advisory Group July 2013 - October 2013
Edward Jones July 2009 - July 2013
Relay for Life Dunedin/American Cancer Society October 2011 - 2012
Independent Purchasing Cooperative February 2001 - May 2008
Morgan Stanley May 1996 - January 2001
Muriel Siebert & Co., Inc. September 1993 - January 1996
Lehman Brothers April 1991 - September 1993
Phibro Energy, Inc./Solomon Brothers August 1989 - March 1991
Toshoku America Inc. July 1988 - July 1989
Skills
Business Analysis, Leadership, Software Documentation, Training, Risk Management, Negotiation, Sales, Vendor Management, Software Project..., Visio, SharePoint, Project Management, Program Management, Process Improvement, CRM, Business Process..., Team Building
Education
Villanova University 2007 — 2008
Project Management
Iona College
B.S., Economics
Citi April 2014 - Present
Csenge Advisory Group July 2013 - October 2013
Edward Jones July 2009 - July 2013
Relay for Life Dunedin/American Cancer Society October 2011 - 2012
Independent Purchasing Cooperative February 2001 - May 2008
Morgan Stanley May 1996 - January 2001
Muriel Siebert & Co., Inc. September 1993 - January 1996
Lehman Brothers April 1991 - September 1993
Phibro Energy, Inc./Solomon Brothers August 1989 - March 1991
Toshoku America Inc. July 1988 - July 1989
Skills
Business Analysis, Leadership, Software Documentation, Training, Risk Management, Negotiation, Sales, Vendor Management, Software Project..., Visio, SharePoint, Project Management, Program Management, Process Improvement, CRM, Business Process..., Team Building
Education
Villanova University 2007 — 2008
Project Management
Iona College
B.S., Economics
Jim Plummer Jim Plummer's Csenge Advisory Group Experience December 2014 - Present
Job Wealth Advisor
Industry Financial Services
Experience
Csenge Advisory Group December 2014 - Present
Wilmington Trust a division of M&T Bank January 2011 - September 2014
M&T Bank July 2010 - December 2011
Reliance Bank April 1988 - October 2010
Plummer Financial Services January 2003 - June 2010
Skills
Portfolio Management, Wealth Management, Investments, Strategic Financial..., Series 7, Series 65, Insurance, Fixed Annuities, Variable Annuities, Retirement Planning, Financial Services, Risk Management, Investment Strategies, Long-term Care, Strategic Planning, Securities, Alternative Investments, Mutual Funds, Life Insurance, Fixed Income, Retirement, Financial Analysis, High Net Worth..., Financial Modeling, Underwriting, Wealth Accumulation, IRAs, Investment Management, Term Life Insurance, Pensions, Wealth Management..., Series 63, Asset Managment, Personal Finance, ETFs, Investment Advisory, Asset Allocation, Long Term Care Insurance, Relationship Management, Financial Advisory, Equities, 401k, Personal Financial..., 401k Rollovers, Asset Management, Estate Planning, Licensed Life Insurance..., Public Speaking, Customer Service, Sales
Education
Hillsdale College 1972 — 1976
BA Accounting and Bus. Admin, Accounting and Business/Management
Bishop McCort High School 1968 — 1972
Academic
Csenge Advisory Group December 2014 - Present
Wilmington Trust a division of M&T Bank January 2011 - September 2014
M&T Bank July 2010 - December 2011
Reliance Bank April 1988 - October 2010
Plummer Financial Services January 2003 - June 2010
Skills
Portfolio Management, Wealth Management, Investments, Strategic Financial..., Series 7, Series 65, Insurance, Fixed Annuities, Variable Annuities, Retirement Planning, Financial Services, Risk Management, Investment Strategies, Long-term Care, Strategic Planning, Securities, Alternative Investments, Mutual Funds, Life Insurance, Fixed Income, Retirement, Financial Analysis, High Net Worth..., Financial Modeling, Underwriting, Wealth Accumulation, IRAs, Investment Management, Term Life Insurance, Pensions, Wealth Management..., Series 63, Asset Managment, Personal Finance, ETFs, Investment Advisory, Asset Allocation, Long Term Care Insurance, Relationship Management, Financial Advisory, Equities, 401k, Personal Financial..., 401k Rollovers, Asset Management, Estate Planning, Licensed Life Insurance..., Public Speaking, Customer Service, Sales
Education
Hillsdale College 1972 — 1976
BA Accounting and Bus. Admin, Accounting and Business/Management
Bishop McCort High School 1968 — 1972
Academic
Jennifer Linhart Hunter Jennifer Linhart Hunter's Csenge Advisory Group Experience October 2013 - Present
Job Director of Operations at Csenge Advisory Group
Industry Investment Management
Experience
Csenge Advisory Group October 2013 - Present
Advanced Investment Partners July 2007 - October 2013
MetLife November 2004 - June 2007
Prudential Financial March 2002 - April 2003
Banc of America Investment Services, Inc. January 2000 - April 2002
Skills
Mutual Funds, Asset Management, Equities, Portfolio Management, Asset Allocation, Investments, Fixed Income, Investment Management, Wealth Management
Education
LSU Shreveport 1993 — 1995
BA, Psychology
Csenge Advisory Group October 2013 - Present
Advanced Investment Partners July 2007 - October 2013
MetLife November 2004 - June 2007
Prudential Financial March 2002 - April 2003
Banc of America Investment Services, Inc. January 2000 - April 2002
Skills
Mutual Funds, Asset Management, Equities, Portfolio Management, Asset Allocation, Investments, Fixed Income, Investment Management, Wealth Management
Education
LSU Shreveport 1993 — 1995
BA, Psychology
Roger Bedillion, RFC's Csenge Advisory Group Experience October 2006 - Present
Job Managing Partner, Csenge Advisory Group
Industry Financial Services
Experience
Csenge Advisory Group October 2006 - Present
PNC Financial Services Group January 1991 - October 2006
Skills
Series 63, Series 7, Recapitalizations, Series 65
Education
Trinity University 1970 — 1973
Csenge Advisory Group October 2006 - Present
PNC Financial Services Group January 1991 - October 2006
Skills
Series 63, Series 7, Recapitalizations, Series 65
Education
Trinity University 1970 — 1973
Kelly Annenos's Csenge Advisory Group Experience October 2003 - Present
Job Director of Client Services at Csenge Advisory Group
Industry Financial Services
Experience
Csenge Advisory Group October 2003 - Present
Earl & Associates May 2000 - October 2003
Franklin Templeton Investments January 1998 - May 2000
Education
St. Petersburg College
AA, General
Csenge Advisory Group October 2003 - Present
Earl & Associates May 2000 - October 2003
Franklin Templeton Investments January 1998 - May 2000
Education
St. Petersburg College
AA, General
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY