Franklin Square Capital Partners
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Franklin Square Capital Partners Employees
Franklin Square Capital Partners March 2015 - Present
Franklin Square Capital Partners January 2013 - February 2015
Columbia University September 2010 - December 2012
Royal Bank of Scotland June 2012 - August 2012
New York Hospital Queens May 2011 - August 2011
Theater Direct, Inc. June 2008 - August 2010
Audi of America November 2006 - July 2008
Sugar Communications April 2002 - October 2006
Free-Lance August 1998 - October 2006
NBC Universal May 2003 - November 2005
Skills
Marketing, Research, Fundraising, Microsoft Excel, Event Planning, Microsoft Word, Data Analysis, PowerPoint, Microsoft Office, Strategic Planning, Market Research, Editing, Event Management, Salesforce.com, Teamwork, Customer Service, Outlook, Sales, Alternative Investments, Securities, Series 7, Series 63, New Business Development, Financial Services, Business Development, Awesomeness, Sales Management, Sales Presentations, Public Relations, Strategy
Education
Columbia University in the City of New York 2010 — 2012
B.A., International History
Santa Monica College 2009 — 2010
History, Economics, Statistics
New York University 1996 — 1997
Core Curriculum, French
Princeton High School
Franklin Square Capital Partners July 2014 - Present
Lincoln Financial Group May 2012 - July 2014
The Hartford November 2009 - April 2012
The Hartford April 2009 - October 2009
The Hartford June 2007 - March 2009
The Hartford March 2007 - May 2007
Skills
Mutual Funds, Fixed Annuities, Series 6, Series 63, Variable Annuities, Separately Managed..., 401k, Series 65, Retirement Planning, Retirement, FINRA, ETFs, Asset Allocation, Securities, Financial Planning, Sales, Series 7, Investments, Wealth Management, Alternative Investments, Financial Services, Investment Advisory, Portfolio Management, Relationship Management, Investment Strategies, Asset Management
Education
East Carolina University
Bachelor of Business Administration (BBA), Finance, General
EY March 2013 - Present
Franklin Square Capital Partners July 2011 - February 2013
Ernst & Young October 2006 - July 2011
Education
La Salle University 2002 — 2006
Bachelor of Science (B.S.), Accounting
Franklin Square Capital Partners November 2014 - Present
Drexel University October 2014 - December 2014
Turner Investments, L.P. March 2014 - September 2014
Drexel University September 2013 - March 2014
Banco Sabadell May 2013 - August 2013
Sodexo Corporate Services June 2011 - May 2013
Choate Rosemary Hall June 2011 - July 2011
Hoops 4 Hope April 2010 - June 2010
Social Entrepreneur Corps May 2009 - July 2009
Coopersburg Sports 2008 - 2008
Skills
Financial Analysis, Investments, Equity Research, Microsoft Office, Financial Reporting, Data Entry, Financial Accounting, Sales, Bilingual-English/Spanis..., Guitarist, Consultant, Fantasy Sports, Analysis, Microsoft Excel, PowerPoint, Finance, Microsoft Word, Research, Management, Public Speaking, Portfolio Management
Education
Drexel University - College of Business and Administration 2009 — 2014
Bachelor of Business Administration (BBA), Finance, 3.91
Southern Lehigh
Franklin Square Capital Partners October 2013 - Present
Skills
Capital Markets, Hedge Funds, Equities, Investor Relations, Derivatives, Emerging Markets, Investment Banking, Market Data, Valuation, Credit Risk, Business Strategy, Finance, Structured Finance, Corporate Finance, Trading, Start-ups, Securities, Financial Services, Asset Management, Investments, Mergers & Acquisitions, Bonds, Credit, Portfolio Management, Analysis, Alternative Investments, Loans, Private Equity, Equity Research, Leveraged Finance, Financial Modeling, Wealth Management, Structured Products, Investment Management, Writing
Education
New York University - Leonard N. Stern School of Business 2008 — 2011
Master of Business Administration, Finance
New York University 2000 — 2002
Master of Arts, Journalism/Business & Economics Reporting
Bates College 1992 — 1995
Bachelor of Arts, History
Franklin Square Capital Partners October 2014 - June 2015
HBIF of Florida, Inc. June 2014 - December 2014
3P Business Consulting June 2014 - October 2014
Woodstick Espetaria Ltda. July 2010 - December 2010
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Economics, Microsoft Word, Research, Teamwork, English, Customer Service, Financial Analysis, Social Media, Public Speaking, Data Analysis, Stata, Statistics, Accounting, Team Leadership, Market Research, Social Networking
Education
Rollins College 2011 — 2014
Bachelor of Arts (B.A.), Economics
Franklin Square Capital Partners July 2014 - Present
Victory Capital Management January 2011 - April 2014
Victory Capital Management May 2008 - January 2011
Argent Capital Management August 2005 - April 2008
SEI Investments February 1999 - July 2005
Pilgrim Baxter & Associates, Ltd. 1998 - 1999
Skills
Mutual Funds, Alternative Investments, Series 7, Investments, Investment Strategies, Asset Managment, Investment Management, Portfolio Management, Asset Allocation, Asset Management, Hedge Funds, Investment Advisory, Institutional..., Financial Analysis, Equities, Fixed Income
Education
Boston College 1990 — 1994
Bachelor of Science, Finance
St. Joseph's Preparatory School 1986 — 1990
High School
St. Aloysius Academy 1978 — 1986
Franklin Square Capital Partners September 2014 - March 2015
flyADVANCED August 2013 - February 2014
flyADVANCED June 2013 - August 2013
flyADVANCED June 2013 - August 2013
Skills
Leadership, Creativity, Teamwork, Public Speaking, Face to Face..., Marketing
Education
Drexel University - College of Business and Administration 2012 — 2015
Bachelor of Business Administration (B.B.A.), Marketing
University of North Dakota School of Aerospace 2011 — 2012
Bachelor of Business Administration (BBA), Aviation/Airway Management and Operations
Franklin Square Capital Partners June 2015 - Present
Lincoln Financial Distributors July 2014 - June 2015
Princeton University February 2014 - June 2014
Lincoln Financial Distributors June 2013 - August 2013
Varsity Software, Inc. June 2012 - August 2012
Princeton University May 2012 - June 2012
Choose New Jersey, Inc. June 2011 - August 2011
Skills
Public Speaking, Microsoft Office, Research, PowerPoint, Social Media, Teamwork, Event Planning, Marketing, Facebook, Microsoft Excel, Entrepreneurship, Data Analysis, Social Networking, Spanish, Editing, Series 7, Series 63
Education
Princeton University 2010 — 2014
Bachelor's Degree, American Government and Politics
Shaner Hotels August 2015 - Present
Evosys June 2013 - Present
Franklin Square Capital Partners June 2015 - August 2015
TVM Capital May 2015 - July 2015
ALISHAR December 2014 - May 2015
Evosys 2013 - 2014
Indian Institute of Management, Indore December 2011 - April 2013
Google August 2012 - March 2013
Indore Marathon, IIM Indore August 2012 - October 2012
Bharat Petroleum Corporation Limited April 2012 - June 2012
Skills
Social Media Marketing, Marketing, IT consulting, Business Strategy, Management Consulting, Marketing Com, Internet Strategy, Analytical Abilities, Public Relations, Product Management, Process Consulting, Algorithms, Business Analysis, Leadership, Business Development, Analytical Skills, Team Management, Project Management, Market Research, Business Intelligence, Oracle, PowerPoint, Research, Competitive Analysis, Software Project..., Microsoft Excel, Marketing Strategy, CRM, Consulting, Strategy, Analytics, Microsoft Office, Project Planning, Brand Management, Team Leadership, Requirements Analysis, Teamwork, Data Analysis, Requirements Gathering, Business Analytics, Social Media, Management, Databases, Analysis, Marketing Research, Strategic Consulting, SQL, ERP, Business Planning
Education
Indian Institute of Management, Indore 2011 — 2013
PGPM, Marketing and IT, First Division
SRKNEC, Nagpur University 2007 — 2011
BE (Hons), Computer Science, First Division with Distinction (Rank 3 in university)
Bhavans B.P Vidya Mandir, Nagpur 2006 — 2007
AISSCE, Science, A+
Modern School, Nagpur 1992 — 2005
AISSE, Maths/Science, A+
Franklin Square Capital Partners January 2015 - Present
Franklin Square Capital Partners May 2013 - December 2014
Bank of America December 2012 - May 2013
Seagull Inn May 2009 - October 2012
St. Augustine Scenic Cruise May 2011 - July 2012
West Marine June 2011 - September 2011
London Bridge Landscaping December 2008 - January 2009
Skills
Customer Service, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Teamwork, Data Entry, First Aid, Time Management, Outlook, Inventory Management, Research, Event Planning, Hospitality, File Management, Sales, Team Building, Salesforce.com, Management, Software Documentation, Training
Education
Flagler College 2008 — 2012
Bachelor of Arts, Political Science/ Pre-Law
Eagle Capital Markets Group, a division of Griffin Capital Securities, Inc. March 2015 - Present
Cole Capital September 2014 - January 2015
Franklin Square Capital Partners March 2011 - June 2014
Cole Capital May 2009 - February 2011
Grubb & Ellis May 2005 - May 2009
Skills
Series 7, Series 63, Mutual Funds, Alternative Investments, Investments, Securities, Asset Management, Wealth Management, Retirement Planning, Retirement, Fixed Annuities, Portfolio Management
Education
University of Denver - Sturm College of Law 1993 — 1997
JD
Brigham Young University 1985 — 1992
BS, Political Science
Franklin Square Capital Partners January 2015 - Present
Franklin Square Capital Partners March 2014 - January 2015
Ferguson Enterprises August 2008 - July 2013
Ferguson Enterprises July 2006 - July 2008
Kohl's Department Stores June 2005 - August 2005
Skills
Sales, Account Management, Cold Calling, Marketing, Inventory Management, Sales Operations, Microsoft Excel, Purchasing, Leadership, Selling, Strategy, Project Management, Management, Time Management, Budgets
Education
Penn State University 2002 — 2006
Bachelor of Science (BS), Marketing
Abroad Institute of European/Asian Studies, Rome, Italy
International Relations, Economics, Italian Language, and Italian Culture
Franklin Square Capital Partners September 2015 - Present
Franklin Square Capital Partners September 2014 - August 2015
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Outlook, Series 7, Series 63
Education
Haverford College 2011 — 2014
Bachelor of Arts (B.A.), Economics, Concentration in Mathematical Econ.
2016 Level II Candidate in the CFA Program
Hamden Hall Country Day School 2007 — 2010
High School Diploma
Elance.com July 2015 - Present
Guangzhou Xinde English Training School February 2015 - July 2015
Franklin Square Capital Partners April 2014 - February 2015
Delta Zeta, Epsilon Zeta Chapter March 2014 - September 2014
Delta Zeta, Epsilon Zeta Chapter October 2013 - March 2014
Han Dynasty September 2013 - March 2014
La Dea Vita July 2013 - September 2013
NINO Brand May 2013 - August 2013
Private Family September 2012 - May 2013
Drexel University College of Nursing and Health Professions April 2012 - August 2012
Skills
French, Social Media, Event Planning, Editing, Microsoft Office, Blogging, Facebook, French Language, Journalism, Public Relations, Translation, Marketing, Writing, Cpr Certified, Newspaper, Media Relations, Social Media Marketing, Mail Merge, Merchandising, Microsoft Word, Tutoring, Mac, New Business Development, Small Business, Time Management, Team Leadership, Marketing Strategy, Online Marketing, Economics, Investments, Brand Development, Microsoft Excel, WordPress, Salesforce.com, Silverpop Engage, HTML, HootSuite, Dropbox, iApps, PowerPoint, Research, Customer Service, Press Releases, Social Networking, Leadership, Teamwork, Nonprofits, Twitter, Newsletters, Public Speaking
Education
Council on International Education Exchange (CIEE) 2014 — 2015
TEFL, Teaching English as a Second or Foreign Language/ESL Language Instructor
Drexel University 2010 — 2014
International Area Studies: International Business & Economics, Marketing, 3.67
Drexel University, Pennoni Honors College 2010 — 2014
Bachelor of Arts, International Area Studies; International Business and Economics
Centre Parisien d’Etudes Critiques 2012 — 2013
French Studies
Lehighton High School 2006 — 2010
Springside Chestnut Hill Academy August 2012 - Present
Franklin Square Capital Partners March 2015 - Present
Franklin Square Capital Partners December 2012 - February 2015
Springside Chestnut Hill Academy December 2012 - February 2013
Reliable Co August 2012 - October 2012
908 Storage May 2009 - June 2012
BlackRock May 2011 - August 2011
BALANCE Chestnut Hill December 2010 - January 2011
Reliable Co June 2008 - December 2010
Larry Hyde Summer Camps June 2006 - June 2008
Education
Cornell University 2008 — 2012
B.S.
Chestnut Hill Academy 2004 — 2008
Diploma
UPS March 2015 - Present
theSkimm October 2014 - Present
Resolute Management Inc. September 2013 - March 2015
Photos by Helene Michele, LLC August 2013 - February 2015
Franklin Square Capital Partners May 2011 - August 2012
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Outlook, QuickBooks, Customer Service, Microsoft Office, Social Media, Facebook, Time Management, Adobe Photoshop, Event Planning, Marketing, Photoshop, Retail, Teamwork, Team Building, Windows
Education
Kutztown University of Pennsylvania 2008 — 2013
Bachelor's Degree, Business Administration and Management, General
Springfield High School 2004 — 2008
High School, Business Administration and Management, General
Franklin Square Capital Partners September 2014 - Present
SunAmerica July 2010 - September 2014
MetLife Investors January 2000 - June 2010
Metlife 2000 - 2010
Travelers Life & Annuity January 2000 - January 2004
Morgan Stanley Smith Barney November 1997 - January 2000
Walt Disney World 1989 - 1989
Skills
Fixed Annuities, 401k, Series 63, Mutual Funds, Investments, Insurance, Securities, Sales Operations, Finance, Investment Strategies, Retirement Planning, Variable Annuities, Series 7
Education
New York Institute of Technology 1988 — 1991
New York Institute of Technology 1988 — 1991
Business
Pine Sreet Financial Group August 2014 - Present
Franklin Square Capital Partners April 2010 - July 2014
Sovereign Bank 2001 - July 2009
Philadelphia Stock Exchange September 1998 - October 2000
CoreStates Financial Corp 1988 - 1998
Wm. Sword & Co. January 1986 - September 1988
Skills
Securities, Series 63, Alternative Investments, Mutual Funds, Series 7, Asset Management, Capital Markets, Equities, Banking, Private Equity, Investments, Derivatives
Education
Temple University - James E. Beasley School of Law 1996 — 1999
Sarah Lawrence College 1980 — 1983
A.B., Liberal Arts
Phillips Academy
AIG February 2015 - Present
SunAmerica Retirement Markets October 2013 - February 2015
Franklin Square Capital Partners April 2012 - October 2013
Jackson National Life June 2004 - April 2012
Putnam Investments June 2003 - June 2004
Skills
Fixed Annuities, Series 7, Series 63, Insurance, Mutual Funds, New Business Development, Marketing Strategy, Retirement Planning, Alternative Investments, Investments, Retirement, Asset Allocation, Series 6, Investment Strategies, Life Insurance, Variable Annuities, Finance, Securities, IRAs, Disability Insurance, Term Life Insurance, Life, Long Term Care Insurance, Health Insurance, Wholesale, Long-term Care, Sales, Financial Services, Marketing
Education
St. Edward's University 2001 — 2003
Bachelor of Science (BS), Business Administration and Management, General
Episcopal High School 1995 — 1998
High School Degree, Business Administration and Management, General
Franklin Square Capital Partners March 2011 - Present
The Steadfast Companies August 2009 - March 2011
RiverSource Distributors April 2004 - May 2009
The Western Southern Group/ The Integrity Companies February 2001 - April 2004
Allstate January 2000 - February 2001
First Financial Group of America March 1989 - January 2000
Education
The American College (CLU) 1993 — 1995
Chartered Life Underwriter, Insurance and Investments
The University of Dallas (MBA) 1981 — 1983
MBA, Finance
Baylor University - Hankamer School of Business 1973 — 1977
BBA, Marketing
Franklin Square Capital Partners January 2015 - Present
Franklin Square Capital Partners October 2014 - January 2015
University of Central Florida January 2013 - December 2014
Broward College August 2011 - December 2012
United States Marine Corps August 2006 - August 2011
Skills
Corporate Finance, Finance, Personal Finance, Stocks, Stock Trading, Fitness Training, Public Speaking, Microsoft Office, Leadership, Microsoft Excel, Politics, Avionics, Running, Customer Service, PowerPoint, Time Management, Microsoft Word, Stock Option, Options Strategies, Online Gaming, Basketball, Wiring, Boating, Sales, Customer Relations, Alternative Investments, Technical Analysis, Teamwork, Social Media, Social Networking, Marketing, Event Planning, Research
Education
University of Central Florida 2013 — 2014
Bachelor's Degree, Finance and Financial Management Services
Broward College 2011 — 2012
Associate's Degree, Finance, General
Plantation High school 2003 — 2006
High School Diploma
Franklin Square Capital Partners December 2012 - Present
PAX Partners of Raymond James January 2011 - November 2012
Boyd Tamney Cross July 2010 - December 2010
Stonewall Links LP May 2009 - July 2010
Lake Nona Golf and Country Club October 2009 - April 2010
Skills
Alternative Investments, Series 7, Asset Allocation, Investments, Securities, Hedge Funds, Portfolio Management, Asset Managment, Private Equity, Capital Markets, Series 66, Wealth Management, Mutual Funds, Asset Management
Education
Penn State University 2005 — 2009
BA, Economics
St. Joseph's Prep 2001 — 2005
Franklin Square Capital Partners April 2013 - Present
Deussing Properties LLC January 2007 - Present
Prudential Annuities April 2008 - April 2013
PNC January 2006 - June 2008
Citizens Bank April 2003 - January 2006
Skills
Series 63, Mutual Funds, Series 7, Retirement, Series 6, Fixed Annuities, Retirement Planning, Investments, Variable Annuities, Insurance, Sales, Securities, Wealth Management, Asset Allocation, Alternative Investments, Series 24, Financial Services, Portfolio Management, Asset Management, Financial Planning, Investment Strategies
Education
Johnson and Wales University 1999 — 2003
Bachelor's degree, Entrepreneurship/Entrepreneurial Studies
Franklin Square Capital Partners January 2015 - Present
Prudential Financial May 2013 - January 2015
SEI December 2010 - May 2013
Prudential Financial September 2010 - December 2010
InterContinental Hotels Group March 2009 - May 2009
Skills
Capital Markets, Investments, Mutual Funds, ETFs, Microsoft Excel, PowerPoint, Sales Support, Financial Reporting, Fund Accounting, Bloomberg Terminal, CRM, Financial Services, Financial Analysis
Education
Villanova University 2006 — 2010
Bachelor of Science, Business Management, Business Law and Corporate Governance
Boston University 2009 — 2009
BU Sydney Internship Program - Spring 2009
LaSalle College High School 2002 — 2006
DY Scheduling September 2015 - Present
AllOne Health January 2015 - June 2015
Franklin Square Capital Partners April 2012 - January 2015
Energy Federation Inc (EFI) June 2000 - September 2005
SITe inc March 1998 - October 1999
Skills
Customer Service, Leadership, Management, Investments, Sales, Event Planning, Salesforce.com, Microsoft Office, Sales Management, Strategic Planning, Business Development, Marketing, Public Speaking
Education
Bryant College 1991 — 1995
Bachelor of Science (BS), Business Administration and Communications
Bryany College, Smithfirled RI 1991 — 1995
Bachelor's degree Business Administration and Communications , Business Administration and Communications
PowerReviews February 2015 - Present
Salesvue October 2014 - February 2015
Salesvue April 2014 - October 2014
PepsiCo - Frito Lay April 2013 - April 2014
Franklin Square Capital Partners May 2012 - January 2013
Pacers Sports & Entertainment December 2011 - April 2012
UBS May 2011 - August 2011
Skills
Sales, Salesforce.com, Management, Investments, CRM, Sales Operations, Customer Service, Marketing, Portfolio Management, Microsoft Excel, Teamwork, PowerPoint, Event Planning, Selling, Cold Calling, Friendly Personality, Social Networking, Vegetable Gardening, Alternative Investments, Wealth Management, Mutual Funds, Goats, Keen Listener, Sales Management, Typing, Sales Presentations, Acting, Deep Tissue Massage, Broadway, Cloud Computing, Restaurant Management, Commercial Kitchen..., Relationship Building, Performance Motivation, Continuous Improvement
Education
Butler University - College of Business Administration 2008 — 2012
College of Business, Finance
Auckland University of Technology 2010 — 2010
Economics, Economics, Finance
Franklin Square Capital Partners January 2009 - Present
Skills
Securities, Business Development, Investments, Alternative Investments, Management, Sales, Strategy, Series 7, Asset Management, Mutual Funds, Financial Services, Finance
Education
London School of Economics and Political Science 2008 — 2008
Consumer Economics, Game Theory
Auburn University 2005 — 2008
Bachelor of Science (B.S.), Bachelor of Arts (B.A), Economics, Finance
Franklin Square Capital Partners November 2014 - Present
Solve Media, Inc September 2013 - September 2014
Executive Health Resources June 2012 - September 2013
Law Office of Puleo and Gimpel September 2010 - June 2012
Digitas Health December 2008 - May 2009
Robert Half International October 2005 - December 2006
Skills
Sales, Management, Advertising, Bilingual-Spanish, Office Management, Process Scheduler, Microsoft Excel, Project Planning, Project Management, Online Marketing, Bilingual, Recruiting, Research, Microsoft Word, Software Documentation, Outlook, Invoicing, Filing, Hiring, Data Entry, Online Advertising, Marketing, Digital Marketing, Business Development, Microsoft Office, PowerPoint, Digital Media, Email Marketing, Digital Strategy, Social Networking, Event Planning, Social Media Marketing, Social Media, Market Research, Marketing Strategy, Customer Service, Facebook, Lead Generation, Account Management, Raiser's Edge, Photoshop, Salesforce.com
Education
Drexel University 2005 — 2008
Bachelor of Arts 2008, International Studies; Justice and Human Rights
Philadelphia Community College 2000 — 2002
Associates Degree, Spanish 2002-2004
Franklin Square Capital Partners July 2013 - Present
Asset One, LLC./Girard Securities September 2010 - June 2013
Sun Life Financial March 2009 - August 2010
AXA Distributors August 2007 - November 2008
SunAmerica Retirement Markets 2004 - 2007
Skills
Series 6, Fixed Annuities, Series 63, Variable Annuities, Mutual Funds, Series 7, Retirement Planning, Retirement, 401k, Investments, Separately Managed..., Wealth Management, Alternative Investments, Insurance, Long-term Care
Education
Louisiana Tech University 1993 — 1997
Bachelor of Science, Business Management
Digitas Health LifeBrands September 2015 - Present
Franklin Square Capital Partners September 2014 - August 2015
WebLinc September 2013 - May 2014
Skills
Social Media, Teamwork, Time Management, Public Speaking, Microsoft Word, Team Leadership, Typing, Facebook, Marketing, PowerPoint, Twitter, Customer Service, Leading Diverse Teams, Microsoft Excel, Microsoft Office, Cash Register, Social Networking, Spanish, Event Planning, Leadership, Market Research, Retail, Social Media Marketing, Event Based Marketing, Google Analytics, Online Campaign..., B2B Marketing, Analytics, Organization, Salesforce.com, Pardot, Email Marketing, Budgets, Microsoft PowerPoint
Education
Drexel University 2012 — 2017
Marketing and Business Analytics, 3.9 GPA
Franklin Square Capital Partners May 2014 - Present
American Express July 2012 - May 2014
American Express March 2009 - June 2012
De Lage Landen 2008 - 2009
Toyota Financial Services 2005 - 2007
Toyota Financial Services 2004 - 2005
Toyota Financial Services 2002 - 2004
Skills
Leadership Development, Performance Management, Coaching, Succession Planning, Instructional Design, Organizational..., Vendor Management, Team Building, Training Delivery, Training Needs Analysis, Needs Analysis, Instructor-led Training, Financial Services, Human Resources, Employee Engagement, Call Centers, Talent Management, Training, Management, Leadership, Strategy, Team Leadership, Cross-functional Team..., Employee Training, Program Management, Process Improvement, Change Management, Public Speaking, Analysis, Project Management, Onboarding, Microsoft Office, Performance Improvement
Education
Strayer University 2002 — 2004
MBA, HR Management
Rutgers University-New Brunswick 1997 — 2000
BA, Psychology
View My Resume - PDF File Allen Gladstone Resume 2015 - Present
Stonepath Partners October 1997 - Present
Franklin Square Capital Partners December 2013 - October 2014
Waste Management, Inc. November 2010 - August 2013
American Express December 2007 - October 2010
Deloitte Consulting November 2005 - January 2008
Razorfish 2003 - 2005
Sprint June 1999 - July 2003
Thomson Reuters 1996 - 1999
TAC Worldwide January 1991 - December 1996
Skills
Contract Recruitment, Retained Executive..., Management Consulting, Talent Acquisition, Account Management, Certified Internet..., Technical Recruiting, Sales Recruitment, interactive recruitment, Executive Search, Recruiting, Human Resources, Business Development, Sourcing, Talent Management, Change Management, Interviews, Temporary Placement, Leadership, Personnel Management, Outsourcing, Negotiation, Strategic Planning, Onboarding, Start-ups, Vendor Management, Strategy, Contract Negotiation, Program Management, Project Management, Management, Employee Relations, Executive Management, E-commerce, Employee Engagement, Applicant Tracking..., Permanent Placement, Benefits Negotiation, Screening, College Recruiting, HR Policies, Internet Recruiting, Consulting, Training, Sales, RPO, Team Building, Professional Services, Screening Resumes, Hiring
Education
Penn State University 1987 — 1991
B.A., Speech Communication and Rhetoric and Business Administration, National Honors Society
Penn State University 1987 — 1991
Bachelor's degree, Speech Communication and Rhetoric and Business Administration
Human Capital Institute
SPHR, SPHR certification preperation
Blumenfeld Development Group, Ltd. May 2014 - Present
Guidepoint Global January 2013 - May 2014
LBC Credit Partners, Inc. August 2012 - December 2012
Franklin Square Capital Partners June 2011 - August 2011
Brandywine Realty Trust June 2010 - August 2010
Tactix Real Estate Advisors LLC June 2008 - August 2008
Skills
Spanish, Economics, Access, Networking, Strategy, Competitive Analysis, Analysis, Business Strategy, Project Management, Management Consulting, Start-ups, Business Development, Market Analysis, Cross-functional Team..., Product Management, Business Analysis, Marketing Strategy, Entrepreneurship, Microsoft Office, SPSS
Education
Colgate University 2008 — 2012
Bachelor of Arts (B.A.), Economics
Colgate University 2008 — 2012
Bachelor of Arts, Economics
Lower Merion High School 2004 — 2008
Franklin Square Capital Partners June 2014 - Present
The Dubin Group February 2013 - June 2014
Fusion Financial Group May 2012 - December 2012
Social Vision and Interpersonal Perception Lab August 2009 - April 2012
MARC USA May 2011 - August 2011
Skills
Editing, Research, Marketing Strategy, Facebook, Social Media, Advertising, Microsoft Office, Market Research, Employee Relations, Recruiting, Interviews, Social Media Marketing, Human Resources
Education
Penn State University 2008 — 2012
Bachelor of Science Degree, with Honors, Psychology, Minors in Business and English
Franklin Square Capital Partners August 2015 - Present
Independence Blue Cross September 2014 - April 2015
Drexel University Lebow College of Business 2013 - 2015
Giant Food May 2012 - September 2013
Center Valley Golf Club June 2011 - November 2011
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, Customer Service, Public Speaking, Time Management, Coaching, Athletics, Sports, Leadership, Project Management, Networking, Volunteer Management, Teradata SQL, Golf, Tableau, SAS Programming, Teamwork, Event Planning, Research, Social Media
Education
Drexel University - College of Business and Administration 2013 — 2018
Bachelor of Science (BS), Finance, Legal Studies
Notre Dame High School 2009 — 2013
High School Diploma
Franklin Square Capital Partners May 2015 - Present
Franklin Square Capital Partners May 2013 - May 2015
Clean Streams LLC May 2011 - August 2011
Skills
PowerPoint, Series 7, Series 63, Private Equity, Alternative Investments, BDCs, Sales, Securities, Salesforce.com, Microsoft Office, Microsoft Excel, Customer Service, Windows, Outlook, Marcellus Shale, Natural Gas
Education
Penn State University 2007 — 2012
Bachelor of Science (B.S.), Energy, Business and Finance
Franklin Square Capital Partners December 2014 - Present
Enterprise Holdings, Inc June 2013 - November 2014
Enterprise Holdings, Inc. October 2011 - June 2013
Skills
Microsoft Office, PeopleSoft, Enterprise Software, Excel, Word, PowerPoint, Outlook
Education
Penn State University 2007 — 2011
Bachelor of Science, Accounting
Dallastown Area High School 2003 — 2007
Franklin Square Capital Partners January 2015 - Present
Morgan Stanley September 2013 - March 2014
JPMorgan Chase September 2012 - April 2013
Glenmede September 2011 - March 2012
Starbucks Coffee Company August 2008 - September 2011
Skills
Event Planning, Customer Service, Event Management, Marketing, Microsoft Excel, Microsoft Office, Training, Leadership, Advertising, Budgets, Project Management, Marketing Research, InDesign, Inventory Management, CRM databases, Risk Analysis, FactSet, Bloomberg Terminal, Consultative Selling, Sales Process
Education
Drexel University - College of Business and Administration 2010 — 2015
BSBA, Marketing and Finance, Junior
Charles University in Prague 2012 — 2012
Commack High School 2007 — 2010
Franklin Square Capital Partners December 2010 - Present
Ceccon Marketing May 2009 - January 2011
A.D.A.M., Inc. August 2006 - November 2008
OnlineBenefits, Inc. March 2000 - August 2006
ASAC Communications October 1998 - March 2000
PricewaterhouseCoopers (formerly Kwasha Lipton) September 1988 - September 1998
Skills
Marketing Communications, Product Management, Advertising, Marketing, Marketing Strategy, Public Relations, Leadership, Start-ups, Sales, Internal Communications, Product Development, Strategy, Training, Email Marketing, B2B, Digital Marketing, Integrated Marketing
Education
Rutgers, The State University of New Jersey-New Brunswick 1984 — 1988
Bachelor of Science (B.S.), Economics
Our Lady of Victories, Harrington Park, NJ 1970 — 1980
Franklin Square Capital Partners June 2015 - Present
Rollins College August 2014 - Present
Rollins College September 2010 - May 2014
Property Casualty Insurers Association of America July 2014 - 2014
Sierra Student Coalition June 2013 - August 2013
Clean the World July 2012 - August 2012
RC Elite Lacrosse June 2012 - August 2012
Rollins College June 2012 - July 2012
Skills
Motivation, Teamwork, Team-oriented, Team Leadership, Environmental Science, Spanish, Volunteering, Volunteer Training, Research, Teaching, Coaching, Fundraising, Community Outreach, Nonprofits, Social Networking, Leadership, PowerPoint, Public Speaking, Microsoft Excel, Microsoft Office, Social Media
Education
Rollins College - Crummer Graduate School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Management and Marketing
Rollins College 2010 — 2014
Student, Environmental Science, Spanish
Universitat de Barcelona 2012 — 2013
Franklin Square Capital Partners June 2015 - Present
Education
Penn State University 2007 — 2011
BA
CEA Global Campus - Barcelona, Spain 2010 — 2010
Wyoming Area HS 2003 — 2007
Cole Capital June 2015 - Present
Franklin Square Capital Partners April 2014 - December 2014
Lord, Abbett & Co. LLC August 2012 - April 2014
KBS Capital Markets Group November 2005 - August 2012
Education
California Western School of Law 2001 — 2004
Doctor of Law (J.D.)
California Polytechnic State University-San Luis Obispo
Independent Marketing Consultant April 2013 - Present
Franklin Square Capital Partners July 2012 - April 2013
Valley Forge Educational Services March 2011 - July 2012
SEI December 2004 - March 2011
SEI April 2001 - December 2004
SEI June 1992 - April 2001
Skills
Strategic Planning, Marketing Communications, Direct Marketing, Product Development, Marketing, Marketing Strategy, Business Strategy, Public Relations, Sales, Positioning, Advertising, Event Planning, Integrated Marketing, Email Marketing, Market Research, Lead Generation, Brand Management, CRM, Online Advertising, Program Management, Social Media, Leadership, Management, Product Launch, Corporate Communications, Creative Direction, Budgets, Sales Operations
Education
Saint Joseph's University 1988 — 1992
B.S., Marketing
Franklin Square Capital Partners April 2014 - Present
U.S. Department of the Treasury January 2012 - March 2014
T. Rowe Price August 2010 - December 2011
T. Rowe Price June 2009 - September 2009
Lehman Brothers July 2006 - June 2008
Lehman Brothers June 2004 - July 2006
Skills
Fixed Income, Financial Modeling, Hedge Funds, Alternative Investments, Valuation, Financial Analysis, Mutual Funds, Credit Analysis, Investment Strategies, Credit Risk, Qualitative Research, Quantitative Research, Due Diligence, Investments, Portfolio Management, Economic Research, Fundamental Analysis, Value Investing, Fixed Income Analysis, Investment Management, Capital Markets, Finance, Equities, Relative Value, Balance Sheet Review, Capital Structure, Debt & Equity Financing, Debt Offerings, Diversified..., Fixed Income Strategies
Education
University of Pennsylvania - The Wharton School 2008 — 2010
MBA, Finance
Franklin & Marshall College 2000 — 2004
BA, Finance, Government
Franklin Square Capital Partners January 2011 - February 2012
Deutsche Bank July 2010 - December 2010
Deustche Bank January 2009 - July 2010
Deutsche Bank September 2007 - December 2008
Deutsche Bank June 2006 - September 2007
Skills
Middle Office, Fixed Income, Portfolio Management, Trading, Securities, Equities, Financial Risk, Investments, Credit Risk, Financial Services
Education
Rutgers, The State University of New Jersey-Newark 2003 — 2007
B.S., Finance
Colonia High School
Franklin Square Capital Partners April 2013 - Present
BNP Paribas Financial Services July 2010 - April 2013
Health Market Science February 2010 - June 2010
Health Market Science July 2008 - February 2010
Health Market Science September 2004 - July 2008
Health Market Science September 2001 - September 2004
Health Market Science March 2001 - September 2001
Cube Technical Services June 1999 - March 2001
Lynx System Developers, Inc. September 1996 - May 1999
Lynx System Developers, Inc. June 1996 - September 1996
Skills
C#, SQL, Perl, JavaScript, ASP.NET MVC, T-SQL Stored Procedures, Subversion, Linux, MySQL, Oracle, PL/SQL, Master Data Management, Windows, CVS, Visual Studio, Bash, Shell, SQL Server, T-SQL, OOP, Object Oriented Design, Agile, Scrum, GNU Make, Vim, C, RPM, Stored Procedures, Healthcare IT, Databases, Software Development, REST, jQuery, Mercurial, Ext JS, Ext.NET
Education
Rochester Institute of Technology 1994 — 1998
BS, Computer Science
Franklin Square Capital Partners May 2010 - Present
Focus Pointe Global January 2007 - September 2010
RBC Bearings, Inc August 2004 - February 2005
Wilmington Piano Company December 1999 - February 2004
Drexel University 1994 - 1996
Skills
Recruiting, Outlook, Customer Service, Market Research, Marketing, Administrative..., CRM, Human Resources, Microsoft Excel, Sales, Microsoft Office, Customer Satisfaction, Management, PowerPoint, Social Media, Microsoft Word
Education
Drexel University
University of Pennsylvania
General Studies
Franklin Square Capital Partners August 2015 - Present
Franklin Square Capital Partners September 2014 - August 2015
Zacks Investment Management March 2012 - September 2014
Zacks Investment Management May 2008 - March 2012
Zacks Investment Management October 2007 - May 2008
JKV Global April 2007 - October 2007
Skills
Mutual Funds, FINRA, Series 7, Alternative Investments, Series 63, Equities, Wealth Management, Investments, Asset Allocation, Securities, Portfolio Management, Series 3, Series 6, Separately Managed..., Series 65, Wholesale, ETFs, Investment Advisory, Financial Advisory, Retirement Planning, Asset Management, Investment Strategies, Trading, Hedge Funds
Education
Regis University 1998 — 2002
BS, Finance, Marketing
wheaton north
BMO Capital Markets June 2015 - Present
Proskauer Rose LLP September 2014 - June 2015
Franklin Square Capital Partners July 2013 - September 2014
White & Case September 2005 - July 2013
Skills
Cross-border..., Corporate Law, Securities Regulation, Legal Research, Corporate Governance, Legal Writing, Due Diligence, Joint Ventures
Education
University of Michigan Law School 2002 — 2005
J.D.
Duke University 1998 — 2002
A.B., Philosophy and Mathematics
Wyoming Seminary 1994 — 1998
Franklin Square Capital Partners January 2015 - Present
Franklin Square Capital Partners May 2011 - December 2014
Franklin Square Capital Partners December 2010 - May 2011
Meridian Group- Real Estate Fund September 2009 - June 2010
GreenHunter Energy January 2009 - April 2009
CORE Realty Holdings, LLC February 2006 - January 2009
DBSI October 2001 - February 2006
AmeriBen/IEC Group 1997 - 2001
Skills
Alternative Investments, Investments, Portfolio Management, Asset Management, Real Estate, Series 63, Asset Allocation, Capital Raising, Hedge Funds, Due Diligence, Securities, Series 7, Asset Managment, Financial Analysis, Mutual Funds, Retirement Planning, Wealth Management, Financial Advisory, Investment Advisory, Financial Services, Investment Strategies, Brokerage, Fixed Annuities, Private Equity, Equities, Investment Management, Venture Capital, Mergers & Acquisitions, Valuation, Retirement, Capital Markets, Series 24, Structured Finance, Strategic Financial..., Finance, FINRA, ETFs, Relationship Management, Uniform Combined State..., Fixed Income, Financial Modeling, Private Placements, Separately Managed..., Investor Relations, Financial Structuring
Education
Boise State University
Accounting
Neuberger Berman 2013 - Present
Franklin Square Capital Partners 2011 - 2013
JP Morgan 2010 - 2011
AXA Advisors 2008 - 2010
Skills
Investments, Alternative Investments, Valuation, Finance, Private Equity, Asset Managment, Capital Markets, Equity Research, Financial Analysis, Portfolio Management, Mergers, Cross-functional Team..., Cash Management, Cultural Intelligence, Accounting, Equities, Due Diligence, Asset Management
Education
Boston University - School of Management
Master's Degree, Management (Concentration: Banking & Financial Services)
Saint Joseph's University - Erivan K. Haub School of Business
Bachelor's Degree, Finance
Franklin Square Capital Partners May 2012 - Present
AIG Advisor Group March 2010 - April 2012
Emerginvest.com January 2007 - December 2010
Rydex Investments August 2008 - February 2010
TriageConsulting Group August 2006 - July 2008
Skills
Investments, Mutual Funds, Project Management, Start-ups, Leadership, Asset Managment, Valuation, Portfolio Management, Private Equity, Financial Analysis, Due Diligence, Asset Allocation, Equities, Series 7, Financial Modeling
Education
Emory University 2002 — 2006
Bachelor of Arts, Mathematics/Economics
St. Andrew's Episcopal School 1998 — 2002
Franklin Square Capital Partners October 2013 - Present
Franklin Square Capital Partners January 2013 - September 2013
TGS Finanical Advisors June 2005 - January 2013
Tierney Communications February 2005 - May 2005
Philadelphia Magazine September 2004 - December 2004
Skills
Adobe Creative Suite, Event Planning, New Business Development, Marketing Strategy, Marketing, Marketing Communications, Project Management, Communication, Press Releases
Education
Villanova University 2001 — 2005
BA
Moore College of Art and Design 2006 — 2008
Certificate
Franklin Square Capital Partners September 2015 - Present
University of Massachusetts Amherst September 2011 - May 2015
Ironview Capital Management June 2014 - August 2014
Militia Lacrosse Club June 2013 - August 2013
Old School Lacrosse Club June 2013 - August 2013
Skills
Team Leadership, Team-oriented, Microsoft Office, Microsoft Excel, Leadership, Time Management, Athletics, Athletic Training, Finance, Data Analysis, Critical Thinking, Research, Public Speaking, Corporate Finance, Analysis, Marketing
Education
Isenberg School of Management, UMass Amherst 2011 — 2015
Bachelor’s Degree, Finance, Graduate
Malvern Preparatory School 2007 — 2011
Turnberry Solutions Contractor for Comcast Corporation September 2015 - Present
Delinquency Intervention and Assessment Lab Drexel University April 2013 - Present
Comcast Corporation March 2015 - September 2015
Drexel Chapter of Psi Chi The International Honor Society in Psychology June 2013 - September 2015
College of Arts & Sciences Drexel University September 2013 - June 2015
Franklin Square Capital Partners September 2014 - March 2015
Drexel Peer Counseling Helpline January 2014 - November 2014
Franklin Square Capital Partners March 2014 - September 2014
Edment LLC. Felicia Hurewitz, Ph.D. April 2013 - April 2014
Drexel Peer Counseling Helpline September 2012 - December 2013
Skills
Data Analysis, Microsoft Word, Psychology, Microsoft Office, Research, Microsoft Excel, Training, PowerPoint, French, Program Evaluation, Leadership, Microsoft Office Word, Microsoft Office..., Adobe Acrobat, SPSS, Mental Health, Management, Time Management, Microsoft Office Excel, Skype, Public Speaking, Event Planning
Education
Drexel University 2011 — 2015
Bachelor of Science (B.S.), Psychology, 4.0 (In core major courses)
Drexel University 2011 — 2015
Minor, Business Administration, 4.0
Drexel University 2011 — 2014
Bachelor of Science (B.S.), Behavioral Health Counseling, 4.0 (Unfinished second major)
Hershey High School 2007 — 2011
High School Diploma
Franklin Square Capital Partners August 2015 - Present
Auctus Wealth Management April 2013 - July 2015
Linden Consulting Group LLC July 2009 - April 2013
Linden Asset Management April 2006 - April 2013
Skills
Series 7, 63, and 65, Life & Health Insurance..., Wealth Management, Retirement Planning, Asset Allocation, Investments, Management Consulting, Portfolio Management, Business Planning, Finance, Series 7, Investment Advisory, Asset Managment, Venture Capital, FINRA, Series 63, Chartered Financial..., Asset Management, Management, Alternative Investments, Private Equity, Analytics, Securities, Investment Management, Financial Advisory, Hedge Funds, Investment Strategies
Education
Harvard Business School 2007 — 2007
Private Equity and Venture Capital
Columbia University in the City of New York 2003 — 2004
MA, Statistics
Pennsylvania State University 1998 — 2002
BS, Psychology
Friends Select School
Franklin Square Capital Partners September 2015 - Present
Haverford College May 2012 - May 2015
Haverford College January 2013 - January 2015
Skills
Research, Microsoft Excel, PowerPoint, Mathematica, Adobe Creative Suite, Social Media, NMR Spectroscopy, Flash Chromatography, Mass Spectrometry, Powder X-ray Diffraction, UV/Vis, Leadership, Sports
Education
Haverford College 2011 — 2015
Bachelor’s Degree, Chemistry
Bexley High School 2007 — 2011
High School
The Citco Group of Companies September 2015 - Present
Franklin Square Capital Partners December 2013 - November 2014
BBD, LLP July 2008 - December 2013
Sallie Mae January 2001 - May 2004
Skills
Auditing, Mutual Funds, CPA, Financial Statements, US GAAP, Internal Audit, Hedge Funds, Internal Controls, Tax Preparation, Tax, Financial Analysis, Mergers & Acquisitions, Accounting, Private Equity, BDCs, Regulatory Reporting, Financial Reporting, Alternative Investments
Education
Rutgers University – Camden 2000 — 2004
Bachelor's in Business Administration, Accounting
Franklin Square Capital Partners June 2015 - Present
Cashman & Associates Public Relations & Special Events May 2014 - Present
Haverford College August 2011 - Present
Neiman Marcus 2011 - August 2014
U.S. Security Care, Inc. August 2013 - September 2013
Brownstein Group May 2013 - August 2013
Evantine Designs April 2011 - June 2011
Skills
Microsoft Office, Event Planning, Blogging, Sports, Facebook, Social Media, Public Relations, Management
Education
Haverford College 2011 — 2015
Bachelor's Degree
Germantown Academy 1999 — 2011
High School
Franklin Square Capital Partners September 2014 - Present
Goldman Sachs July 2010 - July 2013
Portland Trail Blazers June 2008 - August 2008
First Security Bank June 2005 - August 2005
Skills
Equities, Series 7, Institutional Clients, Equity Capital Markets, Attribution
Education
Duke University - The Fuqua School of Business 2009 — 2010
Master's Degree, Business Administration and Management, General
Duke University 2005 — 2009
BA, Psychology
Blair Academy 2004 — 2005
Franklin Square Capital Partners March 2015 - September 2015
TEDx Drexel University June 2014 - March 2015
Drexel University March 2014 - September 2014
Ridgewells Catering April 2013 - June 2013
University of the Sciences in Philadelphia August 2011 - June 2012
Macy's April 2011 - July 2011
Skills
Accounting, Financial Accounting, Financial Reporting, Financial Analysis, Financial Statements, Financial Statement..., Financial Market..., Bookkeeping, Securities Market, Microsoft Excel, Microsoft Word, Accounts Payable, PowerPoint, Microsoft Office, Data Entry, Apple, Apple Remote Desktop, Keynote, Apple Numbers, Business Intelligence, Marketing, Commerce
Education
Drexel University 2013 — 2017
Bachelor of Business Administration (BBA), Accounting
Drexel University 2013 — 2017
Bachelor of Business Administration (B.B.A.), Legal Studies
Drexel University 2013 — 2017
Bachelor of Arts (B.A.), Psychology
Mast Community Charter School 2007 — 2011
High School Diploma
ChocAmo Cookie Cups 2013 - Present
Franklin Square Capital Partners April 2014 - September 2014
Aidlin Institute 2013 - 2013
The First Tee of Philadelphia April 2012 - August 2012
Thump Entertainment Group November 2010 - July 2011
Skills
Fundraising, Marketing Management, Microsoft Office, Event Management, Event Planning, Public Speaking, Email Marketing, Russian, Wordpress Updates, Facebook, Social Media, Entrepreneurship, Social Entrepreneurship, Marketing, Social Media Marketing, Social Networking, Spanish, WordPress, PowerPoint, Leadership
Education
Drexel University - College of Business and Administration 2010 — 2015
Entrepreneurship & Marketing, Minor: International Area Studies
Universidad de Pontificia Comillas (Study Exchange Program) 2012 — 2012
Minor: International Area Studies
BPV Capital Management - Back Porch Vista March 2015 - Present
Franklin Square Capital Partners June 2014 - February 2015
Nuveen Investments March 2011 - June 2014
Nuveen Investments September 2008 - March 2011
Merrill Lynch February 2007 - September 2008
Merrill Lynch August 2004 - August 2005
Skills
Mutual Funds, Equities, Series 7, Separately Managed..., Series 63, Series 65, Alternative Investments, Asset Allocation, Investments, Fixed Income, Portfolio Management, Investment Strategies, Asset Management, Wealth Management, Financial Advisory
Education
Florida State University 2005 — 2006
M.S.
Florida State University - College of Business 2000 — 2004
B.S.
Corporate Advisory Solutions, LLC December 2014 - Present
Franklin Square Capital Partners May 2013 - November 2014
J.P. Morgan June 2011 - December 2012
Group One Trading, LP September 2009 - March 2012
Radcliffe Capital - Hedge Fund (Covertible Arbitrage) September 2008 - March 2009
Skills
Bloomberg, Derivatives, Options, Portfolio Management, Trading, Hedge Funds, Capital Markets, Asset Management, Equity Derivatives, Financial Analysis, Financial Risk, Risk Management, Securities, Hedging
Education
Drexel University 2006 — 2011
Business Administration, Finance and Mathematics, 3.4
Drexel University - College of Business and Administration
Mathematics and Finance
WealthVest 2014 - Present
Florida Atlantic University 2012 - 2014
Franklin Square Capital Partners 2010 - 2012
Franklin Templeton Investments 2003 - 2010
Wells Fargo Advisors 1998 - 2002
Wells Fargo Advisors 1995 - 1998
Skills
Mutual Funds, Retirement Planning, Fixed Annuities, Separately Managed..., Series 7, Alternative Investments, New Business Development, Asset Allocation, Financial Services, Series 24, Building Relationships, Business Development, Coaching, Public Speaking, Team Building, Variable Annuities, Uniform Combined State..., ETFs, Series 65, Investment Advisory, Financial Markets, Fixed Income, Investment Advisory..., Unit Investment Trusts, Broker-Dealer, Building Key Strategic..., College Funding..., Consultative Sales..., Equity Indexed Annuities, Financial Institutions, Florida Life, Highly Organized &..., Indexed Annuities, Key Account Acquisition..., Licensed Life Insurance..., Market Share, Mentoring, Oral & Written..., Proactive self-starter, RIAs, Salesforce.com, Series 66, Solid Presentation..., Strategic Prospecting, Structured Investments, Territory Development, Territory Management, Tax-advantaged..., Tax Free Income
Education
Florida International University - College of Business
Bachelor's Degree, Finance Major with an Area of Specialization in Investments
Florida Atlantic University
Certified Financial Planner Certification Program
Franklin Square Capital Partners June 2015 - Present
Franklin Square Capital Partners June 2014 - August 2014
Lubert Adler July 2013 - August 2013
Actua Corporation June 2013 - July 2013
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Research, Social Media, Teamwork, Public Speaking, English, Windows, Social Networking, Marketing, Portfolio Management, Finance
Education
Penn State University 2011 — 2015
Bachelor of Science (BS), Finance
Franklin Square Capital Partners April 2015 - Present
Franklin Square Capital Partners September 2014 - March 2015
SAP September 2013 - June 2014
Armstrong Franklin September 2012 - March 2013
Involvio June 2012 - September 2012
Skills
PowerPoint, Recruiting, Marketing, Executive Search, Microsoft Works, Photoshop, Basic Spanish, Customer Service, Hospitality, Food Service, Financial Analysis, Financial Reporting, Microsoft Office, Research, Time Management
Education
Drexel University - College of Business and Administration 2011 — 2016
Business Administration, Finance
National University of Ireland, Galway 2015 — 2015
Franklin Square Capital Partners September 2014 - Present
CMF Associates September 2013 - March 2014
Comcast October 2012 - March 2013
Skills
Microsoft Excel, Public Speaking, Microsoft Office, Leadership, Microsoft Word, PowerPoint, Project Planning, Research, Time Management, Teamwork, Social Media, Analysis, Recruiting, Financial Analysis
Education
Drexel University 2011 — 2016
Bachelor of Science in Business Administration, Entrepreneurship
Franklin Square Capital Partners March 2015 - Present
The Pew Charitable Trusts September 2013 - Present
Mid Atlantic Retina February 2013 - August 2013
Mid Atlantic Retina September 2012 - January 2013
Sam Brown Corporate Communications, Inc. August 2008 - September 2012
United States Senate May 2005 - February 2007
United States Senate February 2004 - May 2005
East West Parliamentary Practice June 2002 - December 2002
Skills
Government, Legislative Relations
Education
University of Amsterdam 2001 — 2002
Master's, American Studies
The Pennsylvania State University University 1997 — 1999
Bachelor of Arts, Political Science
George Mason University 1995 — 1996
Archbishop Carroll 1993 — 1995
High School Diploma
Franklin Square Capital Partners January 2015 - May 2015
Rollins Soccer May 2014 - July 2014
Conductive Education Center of Orlando, Inc. May 2013 - July 2013
Skills
Teamwork, Microsoft Word, Microsoft Excel, Social Media, PowerPoint, Business Development, Market Research, Sports, International Business, Team Leadership, Microsoft Office, Social Networking, Soccer
Education
Rollins College 2011 — 2015
International Business, GPA: 3.77
Franklin Square Capital Partners April 2014 - Present
Steben & Company, Inc. June 2006 - April 2014
SEI Investments 1997 - 2004
MetLife 1990 - 1993
Skills
Alternative Investments, Asset Allocation, Series 7, Mutual Funds, Asset Management, Investment Strategies, Wealth Management, Equities, Financial Markets, Hedge Funds, Securities, Relationship Management, Portfolio Management, Investment Advisory, Series 63, Financial Analysis, Series 24, Capital Markets, Investment Management, Financial Services, ETFs, Financial Advisory, FINRA, Investments, Series 65, Separately Managed..., Retirement
Education
Colby College 1985 — 1989
Lawrence Academy
Franklin Square Capital Partners May 2015 - Present
Franklin Square Capital Partners February 2014 - April 2015
Vanguard October 2012 - January 2014
Vanguard July 2011 - September 2012
Dun & Bradstreet December 2010 - January 2011
Charity Brands Marketing and Consulting June 2009 - August 2009
Education
Duke University - The Fuqua School of Business 2010 — 2011
Master of Management Studies (MMS), Foundations of Business
Duke University 2006 — 2010
BA, History, Sociology, Markets and Management Studies
The Pingry School
The Legacy Agency August 2014 - Present
Life Audit Professionals, LLC March 2013 - June 2014
John Hancock Financial Network December 2011 - February 2013
Energy Plus Company June 2009 - August 2010
Franklin Square Capital Partners March 2010 - May 2010
Education
Rollins College 2007 — 2011
Bachelor of Arts (B.A.), Political Science and Government
William Penn Charter School 1997 — 2007
Franklin Square Capital Partners December 2013 - Present
Best In Show Grooming Salon January 2009 - Present
Fairmount CDC December 2012 - December 2014
Merck October 2011 - November 2011
Bristol-Myers Squibb October 2006 - April 2011
Lincoln Financial Group/Delaware Investments January 1998 - April 2006
Forest Incentives February 1997 - December 1997
Institute for Scientific Information August 1986 - October 1996
Skills
Project Management, Account Management, Operational Efficiency, Business Efficiency, Process Improvement
Education
Berea College
Political science
Franklin Square Capital Partners February 2015 - Present
Northwestern Mutual June 2011 - January 2015
Star Enterprises 2009 - 2010
Education
Cornell University
Nutrition, Communication
William Penn Charter School
Franklin Square Capital Partners August 2013 - Present
State Street November 2010 - August 2013
BNY Mellon March 2008 - October 2010
American Income Life June 2007 - January 2008
Skills
Account Reconciliation, Equities, Portfolio Management, Mutual Funds, Microsoft Office, Microsoft Excel, Management, Finance, Customer Service, Accounting
Education
The University of Connecticut 2005 — 2007
Bachelor's degree, Economics
Keene State College 2003 — 2005
Bachelor's degree, Mathematics
Franklin Square Capital Partners September 2014 - March 2015
Arkema Inc. September 2013 - March 2014
Skills
Microsoft Word, PowerPoint, Microsoft Excel, Microsoft Office, Teamwork, Customer Service, Public Speaking, Research, Social Media, Photoshop, Time Management, Event Planning, HTML, Data Analysis, Facebook, Project Management, Leadership, Analysis, Team Leadership, Teaching
Education
Drexel University - College of Business and Administration 2012 — 2017
Franklin Square Capital Partners May 2013 - Present
Skadden, Arps, Slate, Meagher & Flom LLP 2009 - 2013
Skadden, Arps, Slate, Meagher & Flom LLP May 2008 - August 2008
Drinker Biddle & Reath LLP May 2007 - August 2007
Cordis Corporation June 2002 - August 2006
Skills
Intellectual Property, Legal Writing, Securities, Contract Negotiation, Legal Advice, Corporate Finance, Securities Regulation, Acquisitions, Arbitration, Capital Markets, Cross-border..., Legal Assistance, Project Finance, Corporate Governance, Corporate Law, Legal Research, Due Diligence
Education
Villanova University School of Law 2006 — 2009
Juris Doctor, Magna Cum Laude
Lehigh University 2002 — 2006
Bachelor of Science (BS), Environmental Engineering
Franklin Square Capital Partners January 2012 - Present
VPR International, LLC October 2009 - January 2012
Restricted Stock Systems, Inc. (acquired by Computershare) December 2001 - October 2009
Avanade (Accenture/Microsoft Joint Venture) December 2000 - December 2001
Accenture 1998 - 2000
Skills
Windows Server..., Web Services/SOAP,..., JQuery UI PlugIns, CSS,..., SaaS, CRM, Microsoft SQL Server, Strategy, Enterprise Software, Start-ups, Software Development, Management, Agile Methodologies, Analytics, Strategic Planning
Education
Princeton University 1994 — 1998
BSE, Mechanical and Aerospace Engineering
Gilstrap & Associates Counseling January 2011 - Present
Franklin Square Capital Partners September 2007 - August 2010
CNL 2000 - 2007
Skills
Psychology, Mental Health Counseling, Adolescents, Family Therapy, Group Therapy, Mental Health, Adults, Self-esteem, Stress Management, CBT, Grief Counseling, Marriage, Mood Disorders, Stress, Psychotherapy, Life Coaching, Dual Diagnosis, Life Transitions, Treatment, Career Counseling, Behavioral Health, Conflict Resolution, Young Adults, Case Managment, Social Services, Therapists, Interventions, Post Traumatic Stress, Crisis Intervention, Psychological Assessment, Individual Counselling
Education
Palm Beach Atlantic University 2009 — 2011
Master of Science, Counseling Psychology
University of Central Florida 1991 — 1998
Bachelors degree, Psychology
Valencia Community College 1987 — 1991
AA
Franklin Square Capital Partners September 2015 - Present
Citi July 2014 - September 2015
Citi July 2013 - July 2014
Philadelphia 76ers May 2012 - June 2013
Philadelphia Eagles May 2011 - August 2011
Philadelphia 76ers January 2011 - May 2011
Hershey Entertainment & Resorts January 2010 - May 2010
Skills
Ticket Sales, Sports Management, Sports, Event Management, Social Media, Paciolan, Customer Service, Sales, Microsoft Office, Public Relations, Cold Calling, Archtics, Sponsorship Sales, Facebook
Education
East Carolina University 2010 — 2012
Master of Science, Sport Management
Lebanon Valley College 2007 — 2010
Bachelor of Science, Business Administration and Accounting
Triton Regional High School 2002 — 2006
HS Diploma, College Prep.
Franklin Square Capital Partners January 2015 - Present
Crowell & Moring LLP August 2012 - December 2014
Goldman Sachs August 2009 - August 2012
U.S. House Committee on Financial Services, Subcommittee on Financial Institutions & Consumer Credit June 2006 - August 2009
Edwards Law Group, PLLC May 2005 - June 2006
U.S. Rep. Jane Harman May 2004 - May 2005
Webster Fredrickson Brackshaw April 2002 - May 2004
U.S. House Committee on Small Business August 1999 - August 2001
U.S. House Committee on Financial Services March 1998 - August 1999
U.S. Rep. Brad Sherman July 1997 - March 1998
Skills
Public Policy, Legal Writing, Legislative Relations, Policy Analysis, Legal Research, Politics, Intellectual Property, Government, Commercial Litigation, Legislation, Policy, Securities Regulation, Corporate Governance, Civil Litigation, Venture Capital, Securities, Hedge Funds, International Relations, Capital Markets, Due Diligence, Mediation, Political Science, Corporate Finance, Private Equity, Strategic Communications
Education
The University of Chicago - Booth School of Business 2008 — 2010
MBA
The John Marshall Law School 2001 — 2002
LL.M., Intellectual Property
The John Marshall Law School 1991 — 1994
JD
Purdue University 1985 — 1990
BA, Political Science / History
Franklin Square Capital Partners July 2015 - Present
Enhanced IP Solutions September 2014 - July 2015
Pepper Hamilton LLP February 2014 - September 2014
Graham Partners June 2010 - February 2014
Skills
Windows 7, windows xp, symantec, Symantec Backup, Active Directory, Microsoft Exchange, Help Desk Support, Remote Desktop, iPhone Support, Android, Blackberry Enterprise..., Blackberry, vSphere, XP, Networking, Technical Support, VMware, Network Security, LAN-WAN, Disaster Recovery, Servers, Network Administration, Windows XP
Education
Burlington County College 2007 — 2014
Computer Information Systems, Information Technology
Holy Cross High School 2002 — 2006
High School
Janney Montgomery Scott LLC July 2015 - Present
Janney Montgomery Scott LLC September 2014 - July 2015
Franklin Square Capital Partners May 2013 - September 2014
Janney Montgomery Scott February 2012 - May 2013
Citi Private Bank July 2010 - February 2012
BNY Mellon - Lockwood Advisors February 2007 - July 2010
Skills
Mutual Funds, Alternative Investments
Education
Penn State University 2008 — 2009
Masters, Finance
Elon University 2001 — 2005
Bachelors of Science, Business Administration
Franklin Square Capital Partners November 2013 - Present
Seward & Kissel LLP September 2011 - November 2013
US Securities and Exchange Commission October 2007 - August 2011
Freddie Mac 2001 - 2004
Skills
Legal Research, Legal Writing, Securities, Securities Regulation, Due Diligence, Corporate Law, Corporate Governance, Capital Markets, Hedge Funds, Securities Litigation, Mergers & Acquisitions, Private Equity
Education
Villanova University School of Law 2004 — 2007
J.D.
James Madison University 1996 — 2000
Bachelor of Arts (B.A.), International Relations and Affairs
Great Valley High School 1992 — 1996
Franklin Square Capital Partners June 2013 - Present
Deloitte & Touche January 2011 - June 2013
ParenteBeard LLC September 2008 - January 2011
Prescient Medical, Inc. May 2008 - September 2008
Skills
CPA, General Ledger, Finance, Investments, Tax, Mutual Funds, Portfolio Management, Alternative Investments, Financial Accounting, Internal Controls
Education
Susquehanna University 2004 — 2008
Bachelor of Science (BS), Accounting
Birkbeck, University of London 2007 — 2007
International Business
W. P. Carey Inc. August 2015 - Present
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates January 2013 - August 2015
Franklin Square Capital Partners 2012 - 2013
DLA Piper 2010 - 2012
Clifford Chance 2007 - 2009
Clifford Chance US LLP 2007 - 2009
Kilpatrick Stockton LLP 2005 - 2006
Ernst & Young 2000 - 2002
Skills
Commercial Litigation, Corporate Governance, Corporate Law, Cross-border..., Due Diligence, Joint Ventures, Legal Research, Legal Writing, Litigation, Mergers, Mergers, Private Equity, Securities, Securities Offerings, Securities Regulation
Education
Duke University School of Law 2004 — 2007
Duke University - The Fuqua School of Business 2002 — 2004
MBA
NCSSM
Wake Forest University
BS/MS, Analytical Finance/Accounting
Weldon High School
FB Capital Partners 2009 - Present
Franklin Square Capital Partners 2009 - Present
SHPS January 2003 - January 2009
eBenX 2000 - 2003
Arbor Associates January 1991 - January 2000
Skills
Strategy, Leadership, Business Strategy, Business Development, Marketing Strategy, Business Planning, Start-ups, Mergers & Acquisitions, Venture Capital, Financial Analysis, Strategic Planning, Restructuring, CRM, Management, Integrated Marketing, Change Management, Executive Management, Investments, Marketing
Education
Northwestern University 1980 — 1984
Bachelor of Science, School of Education
Franklin Square Capital Partners December 2010 - Present
Inland Securities Corporation September 2007 - December 2010
Wells Real Estate Funds February 2004 - October 2007
Creative Financial Group - Synovus 2001 - 2004
Skills
Series 63, Securities, Alternative Investments, Series 6, Series 24, Series 7, Options, Asset Managment, Mutual Funds, Wealth Management, Investments, Retirement Planning, Financial Services, Asset Management, Asset Allocation
Education
Furman University 1996 — 2000
B.S., Political Science
Franklin Square Capital Partners July 2014 - Present
Kirkland & Ellis LLP 2012 - July 2014
Debevoise & Plimpton 2010 - 2012
Education
University of Pennsylvania Law School 2007 — 2010
J.D.
Emory University 2003 — 2007
B.A., Chemistry
Franklin Square Capital Partners July 2010 - Present
Capmark February 2008 - August 2010
Capmark Investments June 2005 - June 2007
Capmark Investments May 2004 - June 2005
ING May 2002 - May 2004
Ernst & Young June 1999 - May 2002
Tait, Weller & Baker July 1995 - June 1999
Skills
Financial Analysis, Financial Reporting, Accounting, Auditing, GAAP, US GAAP, Asset Managment
Education
Drexel University 1990 — 1995
Bachelor's degree, Accounting
Franklin Square Capital Partners January 2015 - Present
ORIX Asset Management 2012 - May 2014
FrontPoint Partners 2001 - 2012
Tiger Management 1998 - 2000
Omega Advisors 1996 - 1998
Salomon Brothers August 1992 - August 1995
Skills
Alternative Investments, Securities, Portfolio Management, Investments, Investment Banking, Fund Of Funds, Financial Analysis, Equities, Asset Managment, Asset Management, Asset Allocation, Hedge Funds, Private Equity, Fixed Income, Options
Education
Stanford University Graduate School of Business 1995 — 1997
MBA
Cornell University 1988 — 1992
BS
Franklin Square Capital Partners March 2015 - Present
ARAMARK July 2012 - February 2015
biointegrationsearch.com July 2007 - December 2012
ARAMARK July 2008 - July 2012
ARAMARK September 2007 - December 2007
Wyeth Pharmaceuticals May 2007 - August 2007
Skills
Business Analysis, Process Improvement, SDLC, Visio, Training, Integration, Team Building, Software Documentation, SharePoint, Access, Vendor Management, Leadership, Team Leadership, Business Process..., Project Management, Cross-functional Team...
Education
Temple University 2005 — 2008
BBA, Management Information Systems, MIS
Bucks County Community College 2003 — 2005
Associates, General Business
Franklin Square Capital Partners January 2015 - Present
Vanguard September 2013 - January 2015
Vanguard January 2011 - September 2013
Vanguard April 2006 - January 2011
Vanguard February 2004 - April 2006
Principal Financial Group 1991 - 2004
Skills
Financial Services, Investments, Relationship Management, Asset Allocation, Retirement Planning, Strategic Financial..., Retirement, Leadership, Management, Marketing, Marketing Strategy, Marketing Management, Sales, Program Management, Strategy, Mutual Funds
Education
Saint Joseph's University - Erivan K. Haub School of Business 2004 — 2008
MBA with honors, Strategy and statistics
Iowa State University - College of Business
Bachelor of Arts in Business, Finance
Leadership Philadelphia 2011 — 2012
Franklin Square Capital Partners January 2013 - Present
CNLCapital Markets August 1997 - December 2012
GE Capital December 1989 - May 1997
General Electric Financial Assurance 1989 - 1997
Skills
Management, Alternative Investments, Budgets, Capital Markets, Marketing Strategy, Marketing Communications, SEC filings, Brokers, Leadership, Customer Service, Strategic Planning, Process Improvement, FINRA, Financial Services, Sales
Education
Ferris State University 1986 — 1989
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Ferris State University 1986 — 1989
Ferris State University 1984 — 1988
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Franklin Square Capital Partners November 2011 - Present
Citi May 2010 - August 2010
DundeeWealth US, LP January 2010 - February 2010
Ascensus August 2008 - January 2009
Morgan Stanley Investment Management 2004 - 2008
Morgan Stanley Investment Management 1994 - 2004
Skills
Mutual Funds, Client Service, Asset Management, Institutional, Alternative Investments, BDC, Shareholder Services, Financial Services, Asset Managment, Client Services, Financial Modeling, Hedge Funds, Management, Process Improvement, Risk Management, Securities, Series 7, Vendor Management
Education
Drexel University 1988 — 1989
MBA, Marketing
Franklin & Marshall College 1982 — 1986
Bachelor of Arts, Government
Franklin Square Capital Partners February 2012 - Present
Turner Investments June 2007 - February 2012
The Hartford March 2006 - June 2007
David Vaughan Investments January 2004 - December 2005
The Vanguard Group March 1996 - January 2004
Skills
Series 63, Series 7, Alternative Investments, Asset Managment, Investments, Fixed Income, Portfolio Management, Asset Management, Securities, Mutual Funds, Asset Allocation, Hedge Funds, Investment Strategies, ETFs, Wealth Management
Education
Villanova University 2003 — 2007
MBA, Finance
Drexel University - College of Business and Administration 1990 — 1995
Bachelor of Science, Finance
Franklin Square Capital Partners April 2013 - Present
Franklin Square Capital Partners March 2012 - April 2013
Lincoln Financial Group April 2010 - March 2012
Lincoln Financial Group August 2008 - April 2010
OppenheimerFunds 2007 - 2007
Skills
Relationship Management, Series 63, Marketing, Series 7, Financial Services, Wealth Management, Investments, Mutual Funds, Marketing Communications, Fixed Annuities
Education
Boston College 2004 — 2008
BS, Finance, Marketing
University College Dublin 2006 — 2006
Business
Franklin Square Capital Partners February 2009 - Present
Citigroup, Inc. July 2007 - November 2008
Johnson & Johnson - Consumer Products Company June 2006 - August 2006
Johnson & Johnson - Healthcare Systems June 2005 - August 2005
Skills
Financial Modeling, Valuation, Private Equity, Investments, Investment Banking, Asset Managment, Portfolio Management, Mergers, Mutual Funds, Investment Strategies, Alternative Investments, Equity Research, Capital Markets, Hedge Funds, Fixed Income, Mergers & Acquisitions, Analysis, Structured Finance, Due Diligence, Finance, Asset Management, Securities
Education
CFA Institute 2010 — 2012
Finance
Rutgers University-New Brunswick 2003 — 2007
BS, Major: Finance / Minor: Geological Sciences
Princeton Day School 2000 — 2003
Ledgewood, a Professional Corporation April 2013 - Present
Franklin Square Capital Partners June 2012 - March 2013
Morgan, Lewis & Bockius LLP 2007 - June 2012
PricewaterhouseCoopers 2002 - 2004
Skills
Securities Regulation, Securities Offerings, Litigation, Class Actions, Securities Litigation, Mergers, Corporate Governance, Legal Research, Corporate Law, Commercial Litigation, Venture Capital, Private Equity, Joint Ventures, Mergers & Acquisitions, Cross-border...
Education
Harvard Law School 2004 — 2007
Juris Doctor (J.D.)
Penn State University 1999 — 2003
Bachelor's Degree, Accounting and Finance
Franklin Square Capital Partners 2012 - Present
Sun Life Financial April 2006 - December 2011
Skills
Wholesaling, FINRA Series 6, Annuity, Series 63, Retirement Planning, Retirement Income..., IRA's, Long Term Care, Retirement, Series 7
Education
Ithaca College 1998 — 2002
Business
Franklin Square Capital Partners October 2013 - Present
Pepper Hamilton LLP September 2007 - September 2013
Skills
Legal Research, Legal Writing, Corporate Law, Securities Regulation, Compliance, Securities Offerings, Mergers
Education
Villanova University School of Law 2004 — 2007
Doctor of Law (J.D.)
Penn State University 2000 — 2004
Bachelor's degree, Finance, General
Franklin Square Capital Partners December 2014 - Present
American Realty Capital Properties May 2014 - December 2014
Hines Securities, Inc. January 2009 - April 2014
American Century Investments January 2004 - January 2009
Dreyfus / BNY Mellon 1997 - 2004
Education
Hofstra University
Franklin Square Capital Partners February 2015 - Present
PHH Corporation September 2011 - February 2015
Lazard Capital Markets September 2009 - September 2011
JPMorgan June 2008 - January 2009
Bear Stearns October 2000 - June 2008
CIBC Oppenheimer February 1999 - October 2000
Lehman Brothers 1996 - 1999
Citibank 1994 - 1996
New England Container/Tempel Steel July 1991 - April 1992
Wertheim Schroder August 1989 - June 1991
Skills
Equities, Investment Banking, Corporate Finance, Financial Analysis, Investments, Finance, Asset Management, Private Equity, ABS, Business Planning, Equity Research, Valuation, Capital Markets, Bloomberg, Investor Relations
Education
Columbia University - Columbia Business School 1992 — 1994
MBA, Finance
Northwestern University 1984 — 1988
BA, Economics
The Hotchkiss School 1981 — 1984
Franklin Square Capital Partners April 2014 - Present
Invesco Ltd. February 2012 - April 2014
Credit Suisse Group February 2005 - September 2011
Putnam Investments 1992 - 2004
AT&T April 1989 - March 1992
Skills
Alternative Investments, Mutual Funds, Asset Management, Structured Products, Series 7, Series 63, Investments, ETFs, Separately Managed..., Hedge Funds, Portfolio Management, Financial Planning, Relationship Management, Fixed Income, Private Equity, Retirement Planning, Private Banking, Commodity, Asset Allocation
Education
California State University-Long Beach - College of Business Administration 1987 — 1989
MBA, Finance
Rensselaer Polytechnic Institute 1982 — 1986
B.S, Industrial and Management Engineering
Franklin Square Capital Partners January 2013 - Present
FundCore Finance Group April 2009 - May 2012
AIM/INVESCO 1993 - 2003
Putnam Investments 1987 - 1992
Education
Montana State University-Bozeman 1974 — 1978
BS, Marketing
Franklin Square Capital Partners February 2012 - Present
RBS April 2007 - January 2012
Kaufman Bros. 2006 - 2007
Skills
Credit Derivatives, Structured Finance, ABS, Structured Products, Equity Research, Interest Rate..., CDS, Equity Derivatives, Securitization
Education
Fairfield University 2002 — 2006
Bachelor of Science (B.S.), Finance, General
Franklin Square Capital Partners January 2013 - Present
Lincoln Financial Group September 2004 - October 2012
PLANCO August 1997 - August 2004
Hartford/PLANCO 1997 - 2004
Skills
Marketing Strategy, Marketing Communications, Digital Marketing, Email Marketing, Marketing Management, Product Marketing, Marketing, Marketing Research, Social Media Marketing, Mutual Funds, Variable Annuities, Marketing Analytics, Metrics, Life Insurance, Investments, Retirement Income, Brand Awareness, Brand Architecture, Brand Implementation, 401k, Web Content, Change Management, Management, Strategic Planning, Campaign Strategies, Campaigns
Education
Miami University 1990 — 1994
Bachelor of Arts, Political Science/English-Journalism
Franklin Square Capital Partners October 2013 - Present
Skills
Event Management, Event Planning, Marketing Strategy, Corporate Events, Marketing, Strategic Planning, Public Relations, New Business Development, Social Media, Trade Shows, Marketing Communications, Social Media Marketing, Customer Service, Public Speaking, Budgets, Nonprofits, Leadership Development, Email Marketing
Education
Jackson State University 1982 — 1988
Bachelor of Science (B.S.), Marketing
Franklin Square Capital Partners December 2013 - Present
Franklin Square Capital Partners May 2012 - December 2013
Franklin Square Capital Partners December 2011 - May 2012
Franklin Square Capital Partners August 2011 - December 2011
Residential Capital LLC June 2009 - August 2011
Deutsche Bank Securities November 2006 - August 2008
Veritable, LP July 2004 - November 2006
Skills
Due Diligence, Capital Markets, Valuation, Finance, Portfolio Management, Financial Analysis, Alternative Investments, Financial Modeling, Asset Management, Investments
Education
Penn State University 2000 — 2004
Bachelor of Science, Finance
Spanish-American Institute 2003 — 2003
International Business, Arts & Language
Franklin Square Capital Partners December 2014 - Present
The Hartford November 2012 - November 2014
Managers Investment Group September 2005 - November 2012
Managers Investment Group December 2004 - September 2005
Home Finance of America March 2002 - December 2004
Skills
Loans, Mutual Funds, Series 63, Portfolio Management, Series 7, Securities, Asset Management, Financial Services
Education
Cornell University 1997 — 2001
Bachelor's Degree, Business Management & Marketing
Germantown Academy 1985 — 1997
High School
Franklin Square Capital Partners September 2014 - Present
Crowell & Moring LLP January 2014 - September 2014
Office of the Majority Whip in the House of Representatives May 2012 - January 2014
Office of the Majority Whip in the House of Representatives January 2011 - May 2012
Office of the Chief Deputy Republican Whip in the House of Representatives July 2010 - December 2010
Office of the Honorable E. Scott Garrett (R-NJ) in the House of Representatives June 2008 - July 2010
Weichert, REALTORS - The Executive Group May 2007 - March 2008
Auburn University Department of Communication and Journalism August 2005 - August 2007
Skills
Public Relations, Public Speaking, Journalism, Political Campaigns, Strategic Communications, Speech Writing, Public Affairs, Media Relations, Politics, Crisis Communications, Political Communication, Press Releases, Legislative Relations, Grassroots Organizing, Public Policy, Message Development, Coalitions, Political Consulting, Legislation, Congress, Campaigns, Legislative Research
Education
Auburn University 2005 — 2007
MA, Political Communication
Auburn University 2001 — 2005
BA, Public Relations
Bank of America July 2013 - Present
Franklin Square Capital Partners October 2012 - June 2013
Peters Design Studio July 2007 - October 2012
Bank of America June 2010 - June 2012
Advanta March 2008 - April 2010
Shapiro & Connor Marketing, Inc. November 1984 - February 2008
Peters Design Studio 1999 - August 2004
NHM Enterprises/Natural Horse magazine January 1998 - August 2004
Color Film Services August 1982 - November 1984
DMS Advertising August 1978 - August 1982
Skills
Direct Mail, Advertising, Direct Marketing, Creative Direction, Email Marketing, Creative Strategy, Integrated Marketing, Online Advertising, Digital Marketing, Marketing Communications, Adobe Creative Suite, Graphic Design
Education
American InterContinental University 2005 — 2007
BA
American InterContinental University 2004 — 2005
BA
Immaculata University 1988 — 1989
Certificate
Art Institute of Pittsburgh 1976 — 1978
Associate
Pardee Resources Company October 2011 - Present
Franklin Square Capital Partners May 2011 - October 2011
SteelRiver Infrastructure Partners / Babcock & Brown January 2007 - May 2011
Wachovia Securities, LLC May 2005 - January 2006
Skills
Due Diligence, Asset Managment, Financial Structuring, Private Equity, Alternative Investments, Venture Capital, Mergers & Acquisitions, Equities, Investments, Asset Management, Capital Markets, Valuation, Corporate Finance, Investment Banking, Structured Finance, Financial Modeling
Education
Villanova University School of Business
MBA, Finance & International Business
Villanova University School of Law
Master of Laws (LL.M.), Taxation
Villanova University School of Law
Juris Doctor
State University of New York at Binghamton
BA, English, Economics (Independent focus)
Manhasset High School
High School
Pardee Resources Company February 2015 - Present
Franklin Square Capital Partners January 2014 - January 2015
Fund Operations at Franklin Square Capital Partners April 2011 - December 2013
The Philadelphia Veterans Multi-Service & Education Center, Inc 2012 - 2012
Citi March 2008 - April 2011
Blanchet CPA PLLC May 2007 - May 2008
JV Dominik Ltd December 2005 - January 2007
Skills
Accounting, Investments, Financial Analysis, Valuation, Financial Modeling, Alternative Investments, Private Equity, Due Diligence, Corporate Finance, Asset Management, Leadership, Securities, Mutual Funds, Finance
Education
Villanova University 2011 — 2014
MBA, Strategic Management + International Business, 3.94/4.00
St. Joseph's University 2007 — 2009
BBA, Finance, Summa Cum Laude
Belaruski Dziarzhauny Universitet 2007 — 2008
BS, International Management
Seton Hall University 2005 — 2005
BS, International Marketing
Belaruski Dzjaržauny Ekanamièny Universitet 2001 — 2004
BS, Sales and Distribution Management, Summa Cum Laude
Franklin Square Capital Partners September 2013 - Present
Transamerica August 2010 - July 2013
RiverSource May 2003 - August 2010
Gartmore March 2001 - April 2003
Skills
Series 63, Mutual Funds, Fixed Annuities, Series 6, Asset Allocation, Investments, Variable Annuities, Wealth Management, Financial Advisory, Life Insurance, Series 7
Education
Fordham University 1989 — 1993
Bachelor of Arts (B.A.), Economics
LaSalle College High School 1985 — 1989
Franklin Square Capital Partners December 2009 - Present
Radcliffe Capital Management October 2002 - July 2009
Rose Glen Capital Management May 1998 - October 2002
Klehr, Harrison, Harvey, Branzburg & Ellers, LLP September 1992 - May 1998
Furash & Company July 1987 - July 1989
Skills
Securities, Alternative Investments, Asset Management, Hedge Funds, Private Equity, Mutual Funds, Portfolio Management, Series 7, Risk Management, Trading, Financial Modeling, Mergers & Acquisitions, Investor Relations, Financial Structuring, Investments, Due Diligence, Valuation
Education
Villanova University School of Law 1989 — 1992
JD, Law
Carnegie Mellon University - Tepper School of Business 1983 — 1987
BS, Business
University of Pennsylvania Law School September 2014 - Present
Franklin Square Capital Partners June 2015 - July 2015
Brunswick Group September 2012 - August 2014
Goldman Sachs July 2010 - September 2012
Bowdoin College Writing Project September 2008 - May 2010
The Fresh Air Fund May 2009 - August 2009
The Philadelphia Bar Foundation June 2008 - August 2008
Skills
Strategic Communications, Public Relations, Spanish, Editing, Newsletters, Securities, Risk Management, Research, Nonprofits
Education
University of Pennsylvania Law School 2014 — 2017
Juris Doctor (J.D.)
Bowdoin College 2006 — 2010
B.A., English, Spanish, magna cum laude
Universidad de Sevilla 2009 — 2009
Literature, History
Lower Merion High School 2002 — 2006
Scholars Diploma
Franklin Square Capital Partners March 2014 - Present
Hirtle, Callaghan & Co. June 2009 - March 2014
Pew Charitable Trusts 2007 - 2009
Skills
Asset Management
Education
California State University-Long Beach
Bachelor's degree, Liberal Arts and Sciences, General Studies and Humanities
Franklin Square Capital Partners July 2013 - Present
Mufson Howe Hunter & Company June 2011 - July 2013
Macquarie Capital (USA) March 2010 - June 2011
Macquarie Capital (USA) March 2010 - June 2011
Macquarie Capital (USA) August 2009 - March 2010
Merrill Lynch June 2008 - August 2008
Skills
Capital Markets, Trading, Financial Modeling, Equity Derivatives, Financial Analysis, Equities, Investments, Bloomberg, Alternative Investments, Securities, Valuation
Education
Fordham University 2005 — 2009
BS, Finance
St. Joseph's Prep
Franklin Square Capital Partners January 2015 - Present
Franklin Square Capital Partners April 2012 - December 2014
State Street July 2011 - April 2012
Piedmont Fund Services February 2010 - June 2011
Connor, Clark & Lunn Financial Group July 2007 - May 2009
Education
Penn State University 2003 — 2007
BS, Finance
AIG-American General September 2013 - Present
AIG-Valic September 2012 - September 2013
Franklin Square Capital Partners April 2011 - June 2011
Morgan Stanley Smith Barney March 2010 - March 2011
Edward Jones April 2009 - January 2010
Self Employed September 2007 - March 2009
NFL January 2007 - September 2007
Skills
Asset Allocation, Customer Service, Finance, Financial Advisory, Insurance, Investment Advisory, Investments, Life Insurance, Marketing, Mutual Funds, Portfolio Management, Retirement, Retirement Planning, Series 63, Strategic Financial..., Wealth Management
Education
University of Rhode Island - College of Business Administration 2005 — 2006
Bachelor's, Marketing, Finance
New Mexico Military Institute 2002 — 2004
Associate's, Business
TD Ameritrade October 2014 - Present
Franklin Square Capital Partners May 2013 - Present
Keller Williams Realty July 2009 - May 2013
Capital Properties LLC April 2009 - April 2013
Ameriprise Financial Services, Inc. May 2012 - September 2012
Skills
Portfolio Management, Investments, Investment Properties, Real Estate, Securities, First Time Home Buyers, Equities, Real Estate Transactions, Brokerage, Mortgage Lending, Investors, Loans, Sales, Residential Homes, Referrals, Alternative Investments, Wealth Management, Series 7
Education
Penn State University 2011 — 2013
Bachelor of Science (BS), Finance
Harrisburg Area Community College 2008 — 2010
Finance-Real Estate
Franklin Square Capital Partners November 2014 - Present
Skills
Banking, Consumer Lending, Commercial Banking, Credit, Small Business Lending, Retail Banking, Loans, Commercial Lending, Mortgage Lending, Lines Of Credit, Cash Management, Deposits, Financial Analysis, Management, Training, Customer Service, Microsoft Excel
Education
Nova Southeastern University 2012 — 2014
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of Central Florida - College of Business Administration 2009 — 2010
Bachelor's Degree, Finance
Valencia College 2007 — 2008
Associate's Degree, Business Administration and Management, General
Russian International Academy of Tourism 2000 — 2005
Bachelor's Degree, Business Administration and Management, General
Franklin Square Capital Partners June 2013 - Present
Hyundai Rotem USA Corporation February 2012 - June 2013
Hyundai Rotem USA Corporation March 2011 - February 2012
Law Offices of Moon Y. Ahn July 2009 - March 2011
Bryn Mawr College Provost’s Office December 2008 - May 2009
Scalabrini Migration Center (SMC) June 2008 - August 2008
Korea Committee for UNICEF (KCU) June 2007 - August 2007
Skills
Human Resources, Recruiting, Onboarding, Training, Performance Management, Insurance, Microsoft Office, Employee Benefits, Labor Contract..., Immigration Law, Legal Research, Employee Relations, Benefits Administration, Research, Personnel Management, Leadership
Education
Bryn Mawr College 2005 — 2009
Bachelor's degree
University of Pennsylvania 2007 — 2008
Franklin Square Capital Partners January 2015 - Present
Comcast Cable April 2013 - January 2015
Comcast Spectacor/ Global Spectrum August 2012 - April 2013
NBCUniversal - NBC Sports Network June 2008 - August 2012
Comcast Cable Communications May 2004 - June 2008
Time Warner Cable Communications May 2004 - October 2006
Skills
Word, Excel, Microsoft Office, PowerPoint, Process Scheduler, Software Project..., Concur, Self Starter, Team Building, Customer Service, Customer Satisfaction, Customer Retention, Administrative Support, Privacy, Travel, Administrative..., Social Networking, Event Management, Email Marketing, Sales, Management, Advertising, Leadership, Project Management, Marketing, Social Media Marketing
Education
Drexel University 2015 — 2017
Bachelor of Business Administration (B.B.A.), Business Administration, Management and Operations
Community College of Philadelphia 2013 — 2015
Associate's degree, Business
Franklin Square Capital Partners February 2014 - Present
Sivox Holdings, LLC (Sivox BankersEdge) December 2012 - February 2014
Sivox Holdings, LLC (Sivox BankersEdge) June 2009 - December 2012
Cozen O'Connor December 2005 - June 2009
UFCW Local 56 Health and Welfare Fund May 2003 - December 2005
Sklar Carmosin & Company May 2002 - May 2003
Skills
Financial Reporting, Accounting, Sarbanes-Oxley, Financial Analysis, Mergers, Consolidation, Internal Controls, General Ledger, Complex Project..., GAAP, Tax, Fixed Assets, Forecasting, Auditing, Finance, Mergers & Acquisitions, Process Improvement, Corporate Finance, Revenue Recognition, Financial Modeling, Access, US GAAP, Cost Accounting, Executive Management, Variance Analysis, Analysis, Financial Statements, Management, Cash Flow Forecasting
Education
Holy Family University 2011 — 2012
Master of Business Administration (M.B.A.)
Holy Family University 1998 — 2002
Bachelor of Arts (B.A.), Accounting
Roman Catholic High School 1994 — 1998
Franklin Square Capital Partners April 2015 - Present
Unite Fitness April 2014 - September 2014
Heffler, Radetich & Saitta LLP April 2013 - September 2013
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint
Education
Drexel University 2011 — 2016
Finance with a French Minor, Senior