Keystone Financial
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Keystone Financial Employees
USA Mortgage November 2008 - Present
Keystone Financial June 2006 - November 2008
First Integrity Mortgage Services May 2002 - June 2006
Old Kent Bank Mortgage Services June 1998 - May 2002
Venture Stores May 1995 - June 1998
Wetterau/Supervalu February 1988 - May 1995
Anheuser-Busch February 1986 - May 1988
Skills
Banking, Sales, Finance, Purchasing, Customer Service, Marketing, Budgets, Retail, Inventory Management, Management, Merchandising, Mortgage Lending, FHA, Refinance, Loans, Financial Analysis, Residential Homes, USDA, Real Estate Transactions, Loan Origination, New Business Development, Reverse Mortgages, Underwriting, Credit Analysis, Negotiation, Business Development, Certified Mortgage..., Referrals, FHA financing, Real Estate, Analysis, Mortgage Banking, VA loans, Investment Properties, Coaching, Sellers, HUD, Investments, Small Business, Sales Management, Credit, Residential Mortgages, Short Sales, Real Estate Financing, Foreclosures, First Time Home Buyers, Relocation, Commercial Lending, REO, Strategic Planning
Education
University of South Carolina-Columbia 1978 — 1981
Bachelor of Science, Criminal Justice, Business and Marketing.
St. Louis Community College at Meramec 1976 — 1978
Business Administration and Management, General
Blair Companies April 2014 - Present
Julrik Properties LLC 2013 - Present
New Pig Corporation June 1992 - February 2013
Keystone Financial 1987 - 1992
Skills
Loans, Credit Management, A/R collections, Process Improvement, Root Cause Problem..., Big-picture Thinking, Customer Service, Accounting, Credit, Accounts Receivable, Sales, Invoicing, Pricing, Mortgage Lending, Cash Flow, Payments, Retail, Forecasting, Cash
Education
Slippery Rock University of Pennsylvania 1982 — 1984
Business Administration
Altoona Area H.S. 1979 — 1982
General Studies
Allegany County Chamber of Commerce December 2014 - Present
My Bank! First United Bank & Trust May 2013 - Present
Frostburg State University January 2013 - May 2013
FrostburgFirst: A Main Street MD Community September 2009 - May 2013
Landis Office Center March 2005 - September 2009
Frostburg State University August 2002 - December 2004
M&T Bank October 2000 - August 2002
Keystone Financial January 1999 - October 2000
American Trust Bank October 1994 - December 1998
Skills
Non-profits, Community Development, Fundraising, Volunteer Management, Community Outreach, Event Planning, Economic Development, Public Speaking, Public Relations, Event Management, Grants, Media Relations, Historic Preservation, Volunteer Recruiting, Strategic Planning, Marketing, Marketing Communications, Management, Nonprofits, Advertising, Training
Education
Frostburg State University 1989 — 1990
MBA, Business Administration
Frostburg State University 1985 — 1988
Bachelor of Science, Business Adminstration/Marketing Concentration
DICK'S Sporting Goods December 2013 - Present
Youngstown State University January 2006 - November 2013
Allegheny Energy November 1999 - January 2006
Keystone Financial March 1998 - November 1999
Skills
Security, Wireless, Research, Analysis, Cisco, Wireless Networking, Cisco Technologies, Microsoft Exchange, Networking, Active Directory, Cisco Nexus, Network Security, Troubleshooting, Microsoft SQL Server, Information Security, Telecommunications, Disaster Recovery
Education
Robert Morris University 2005 — 2008
D.Sc., Information Systems and Communications
Robert Morris University 2003 — 2005
MS, Information Systems Management
St. Francis University 1994 — 1998
BS, Management/Management Information Systems
Conrad Siegel Actuaries February 2001 - Present
Keystone Financial September 1997 - February 2001
First Federal Savings Bank of Western Maryland May 1984 - September 1997
Skills
Strategy, Human Resources, Analysis, Health & Welfare..., PPACA Compliance, Employee Benefits, Insurance, Strategic Planning, Employee Training, Onboarding, Leadership
Education
Frostburg State University 1979 — 1983
Bachelor of Science (B.S.), Computer Science and Mathematics
Union Community Bank July 2014 - Present
Fulton Bank January 2001 - July 2014
Keystone Financial April 1996 - December 2000
The First National Trust Bank April 1994 - April 1996
Skills
Credit, Loans, Retail Banking, Commercial Lending, Small Business Lending, Commercial Banking, Banking, Branch Banking, Consumer Lending, Mortgage Lending, Financial Analysis, Customer Service
Education
Susquehanna University
Bachelor of Arts (B.A.), Economics
McLanahan Corporation September 2006 - Present
New Enterprise Stone & Lime April 2000 - September 2006
Keystone Financial September 1993 - April 2000
Skills
Coaching, Project Management, SQL, Epicor, Manufacturing, Continuous Improvement, Strategic Planning, Lean Manufacturing, Process Engineering, ERP, Cross-functional Team..., Forecasting
Education
Penn State University 1989 — 1993
Bachelor of Science (B.S.), Finance, General
Federal Retirement Thrift Investment Board January 2013 - Present
The Active Network March 2004 - January 2013
Information Manufacturing Corporation 2003 - 2004
M&T Bank 2000 - 2003
Keystone Financial 1996 - 2000
InfoSpherix 1991 - 1996
Skills
PMP, Call Center, Contract Management, Contact Centers, Vendor Management, Process Improvement, Team Leadership, Team Building, Project Management, Program Management, Project Planning, Change Management, Coaching, Customer Service, Call Centers, Security, Account Management
Education
Project Management Institute 2009 — 2009
PMP
Frostburg State University 1999 — 2002
Masters, Business Administration
University of Maryland College Park 1984 — 1988
BS, Business
Allegany College 1980 — 1982
AA, Media Technology
Highmark April 2014 - Present
Highmark September 2013 - April 2014
Highmark February 2012 - September 2013
Highmark October 2006 - January 2012
Fiserv March 1997 - October 2006
Thrift Drug November 1993 - March 1997
Keystone Financial July 1993 - November 1993
Alcoa June 1989 - July 1993
Skills
Application Management, Organizational..., Application Lifecycle..., Process Consulting, SDLC, Requirements Analysis, Business Analysis, PMO, Process Improvement, Vendor Management, Software Project..., Cost Center Management, Visio, Requirements Gathering, Business Process..., Program Management, Project Management, Leadership, Management, RUP, Resource Management, IT Management, Project Delivery, Enterprise Architecture, Integration, MS Project, Outsourcing, Quality Assurance, Software Development, Software Documentation, Business Requirements, Process Engineering
Education
Waynesburg University 2009 — 2011
MBA, Applied Business
Indiana University of Pennsylvania 1986 — 1989
BS, MIS
Temple University 1985 — 1986
BS, MIS
Woodlands Bank November 2006 - December 2010
Legacy Bank June 2003 - June 2006
Northern State Bank November 2000 - January 2003
Keystone FInancial 1986 - November 2000
First State Savings 1975 - 1984
Skills
Finance, Executive Management, Management
Education
Central Missouri State University 1968 — 1970
Associate of Science (A.S.), Accounting and Finance
Pennsylvania College of Technology
Saint Francis University OwnerProject Management Training Group2012 - 2012
Project Management Training Group 2012 - 2012
M&T Bank January 2000 - August 2002
Keystone Financial May 1992 - January 2000
Skills
Project Management..., Microsoft Excel, Teaching, Analysis, Budgets, Business Analysis, Coaching, Critical Thinking, Customer Service, Data Analysis, Higher Education, Leadership, Leadership Development, Microsoft Office, PMP, Research
Education
Nova Southeastern University 2003 — 2008
D.Ed., Organizational Leadership/Information Technology
St. Francis University 1999 — 2002
MBA, Business
St. Francis University 1988 — 1992
B.A., Mathematics/Computer Science
Portage Area High School
Lance Kessler & Associates 1998 - Present
Keystone Financial 1992 - 1998
Fulton Bank 1986 - 1992
Hamilton Bank 1984 - 1986
Dauphin Deposit Bank 1973 - 1984
Skills
Marketing Strategy, Banking, Strategic Planning, Marketing, Project Management, Marketing Communications, Business Planning, Segmentation, Competitive Analysis, Product Management, Product Marketing, Analysis, Customer Service, Retail Banking, Leadership, Public Relations, Strategy, Business Development, Market Research, Marketing Management, Sales, Training, Finance, Management, Public Speaking, Organizational..., Time Management, CRM, New Business Development, Business Strategy, Sales Management, Team Building, Budgets, Executive Management, Management Consulting, Small Business, Coaching, Advertising, Mergers & Acquisitions, Risk Management, Direct Marketing, Financial Services, Email Marketing, Financial Analysis, Team Leadership, Start-ups, Credit, Social Media Marketing, Strategic Partnerships, Account Management
Education
The Johns Hopkins University - Carey Business School 1986 — 1989
Master of Administrative Science, Management/Marketing
The Stonier Graduate School of Banking
Banking
York College of Pennsylvania 1969 — 1973
Bachelor of Science, Psychology
Northwestern University
Consumer Marketing Strategy - Executive Education Program, J.L.Kellogg Graduate School of Management
Home Nursing Agency October 2008 - Present
Spring Cove School District December 2013 - Present
Spring Cove School District July 2002 - November 2011
CTC July 2000 - September 2008
M&T Bank July 1996 - July 2000
M&T Bank 1996 - 2000
Keystone Financial 1996 - 2000
Keystone Financial, INC 1996 - 2000
Quality Sytems Incorporated 1992 - 1996
QSI 1992 - 1996
Skills
CHCIO, Program Management, Strategic Planning, IT Strategy, IT Management, Budgeting, IT Governance, Healthcare, Microsoft Office, Budgets, Change Management, PMP, Community Outreach, Visio, Human Resources, Business Process..., Leadership, Governance, Risk Management, Information Technology, Integration, SDLC, Proposal Writing, Vendor Management, Cross-functional Team..., Cloud Computing, Analysis, Business Analysis, MS Project, Team Building, Software Documentation, Software Development, Process Improvement, Disaster Recovery, Windows, Strategy, Data Center, Networking, SharePoint, Healthcare Information..., Quality Assurance, Requirements Analysis, Health Information..., Team Leadership, Business Intelligence, Operations Management, Management, Project Planning, Troubleshooting, Project Management
Education
Robert Morris University 2005 — 2006
MS
Indiana University of Pennsylvania 1984 — 1988
BS
Alliance Wealth Advisors September 2014 - Present
Securities America, Inc. Member FINRA/SIPC December 2013 - September 2014
Keystone Financial October 2012 - September 2014
Lincoln Financial Securities October 2012 - December 2013
Hartline & Roberts LLC May 2010 - September 2012
Education
Auburn University, College of Business 2005 — 2009
Finance, Finance, Economics, Accounting
Auburn University
Finance and Financial Management Services
Messiah College August 2012 - Present
Messiah College 2004 - August 2012
M & T Bank February 2002 - June 2004
Keystone Financial August 1988 - June 1999
Skills
Higher Education, Microsoft Office, Customer Service, Student Affairs, Research, Leadership, Time Management, Critical Thinking, Nonprofits, Microsoft Word, Community Outreach, Student Financial Aid, Microsoft Excel, Social Media, Teaching, Professional Mentoring, Cash Handling, Cash management, Student Parking, ID Card processing, General Accounting
Education
Allegheny College 1986 — 1988
Bachelor of Arts (B.A.), Political Science and Government
The Washington Center for Internships and Academic Seminars 1986 — 1986
Academic Internship Semester, US House of Representatives Intern
Westminster College (PA) 1985 — 1986
DePauw University 1982 — 1984
Blank Page Marketing & Business Consulting November 2013 - Present
Auto Trim Restyling May 2011 - Present
Klemm and Associates October 2008 - May 2011
Keystone Financial May 2006 - October 2008
American Equity Mortgage 2005 - 2006
Skills
Accounting, Peachtree, Loans, Credit, QuickBooks, Mas 90, Financial Services, Financial Controlling, Business Consulting, Accounting Consulting, Profit and Loss, Business Strategy, New Business Development, Business Planning, Business Analysis, Finance, Management, Cash Management
Education
Maryville University of Saint Louis 1999 — 2003
Shaklee August 2015 - Present
American Red Cross May 2014 - Present
Matt Campagna Allstate Insurance Agency 2013 - Present
YTI Career Institute October 2011 - October 2013
Novartis Pharmaceuticals March 2007 - February 2011
Merck June 2002 - March 2007
Keane Inc. August 2000 - June 2002
Keystone Financial August 1999 - August 2000
Great American Financial Resources 1994 - 1995
Skills
Customer Service, Strategic Planning, Coaching, Team Building, Team Leadership, College Teaching, Sales, Pharmaceutical Sales, Microsoft Office, PowerPoint, Process Improvement, Business Analysis, Higher Education, Public Speaking, Teaching, Leadership, Training, Marketing, Healthcare, Fundraising, Cardiology, Sales Effectiveness, Managed Care, Selling Skills, Troubleshooting, Data Analysis, Teamwork, Time Management, Microsoft Excel, Supervisory Skills, Management, Leadership Development, Critical Thinking, Medicine, Pain Management, Hospitals, Neurology, Access, Competitive Analysis, Recruiting, Career Counseling, Resume Writing, Sales Presentations, Rheumatology, Endocrinology, Product Launch, Program Management, Entrepreneurship
Education
St. Francis University 1989 — 1993
B.S., Business Management/Environmental Policy and Resource Management
Town of Hilton Head Island December 2014 - Present
Harborside Bank October 2006 - December 2009
Legacy Bank March 1999 - October 2006
Keystone Financial 1988 - 1998
Education
Stonier Graduate School, University of Delaware, 1995 — 1998
Graduate degree in banking, and finance
The Ohio State University
BS Economics, Economics
Keystone Human Services July 2015 - Present
HR Resolutions August 2014 - October 2014
L&N Beverage November 2013 - August 2014
Orthopedic Institute of PA February 2013 - November 2013
Harrisburg Area Community College September 2002 - August 2011
Dauphin County Library System May 2001 - August 2002
William J. Holloway August 1999 - May 2001
Keystone Financial July 1992 - July 1999
Dauphin Deposit Corporation May 1985 - July 1992
Skills
Executive Compensation, HR Policies and..., Multi-site HR..., Employment Law, Benefits Design and..., Performance Management, Recruitment and..., Employee Relations, Health Management, Training and Development, Onboarding, Project Management, Compensation & Benefit, Recruiting, Executive Pay, Training, Payroll, Leadership Development, Performance Appraisal, Job Analysis, Management, Leadership, New Hire Orientations, Organizational..., Interviews, Personnel Management, Employee Benefits, Human Resources, Benefits Administration, Compensation & Benefits
Education
Shippensburg University of Pennsylvania 1980 — 1981
Master of Science (MS), Counseling
Shippensburg University of Pennsylvania 1977 — 1979
Bachelor of Arts (B.A.), Speech Communication and Rhetoric/Theatre
HACC, Central Pennsylvania's Community College 1975 — 1977
AA, Communication
Central Dauphin 1971 — 1974
Diploma, Honors
Seven Summits Capital, LLC January 2012 - Present
Personal 1965 - Present
JDRF 2009 - February 2015
Manheim Township Educational Foundation January 2012 - June 2014
Seven Summits Capital, LLC 2012 - 2014
Central PA Porsche Club 1990 - 2013
EHD Advisory Services, Inc. March 2008 - November 2011
PNC Wealth Management September 2002 - February 2008
Martindale Andres & Company 1997 - 2000
Keystone Financial 1993 - 1997
Skills
Asset Managment, Equities, Risk Management, Financial Planners, Wealth Management, Strategic Financial..., Investments, Portfolio Management, Asset Allocation, Retirement Planning, Estate Planning, Securities, Mutual Funds, Investment Management, Investment Advisory, Investment Strategies, Financial Analysis, Biotech Investing, High Net Worth..., Financial Services, Asset Management, Fixed Income, Finance, Strategy, Strategic Planning, Retirement, Equity Research, Financial Advisory, Credit, Commercial Banking, Wealth Management..., Alternative Investments, 401k, Hedge Funds, Series 63
Education
University of Pittsburgh 1983 — 1988
B.S., Business
Central Columbia H.S. 1979 — 1983
High School Diploma, College Prep
Wilmington Trust February 1990 - Present
Halfmoon Township Board of Supervisors September 2008 - Present
Keystone Financial 1992 - 2000
United States General Accounting Office, National Security & International Affairs Division September 1988 - January 1990
United States Drug Enforcement Administation (DEA) April 1984 - August 1988
Skills
Portfolio Management, Asset Allocation, Finance, Strategy, Retirement Planning, Accounting, Investments, Investment Strategies, Mutual Funds, Investment Management, Asset Management, Alternative Investments, Government, Politics, Data Analysis, Program Evaluation, Leading Meetings, Equities, Loans, Fixed Income, Financial Analysis, New Business Development, Sales, Credit, Underwriting, Credit Analysis, Hedge Funds, Valuation, Real Estate, Negotiation, Banking, Series 7, Securities
Education
Penn State University 1979 — 1983
Bachelor of Arts, Prelaw
American University 1986 — 1989
Master of Arts, International Economics & U.S. Foeign Policy
First Commonwealth Bank January 2011 - Present
NexTier Bank July 2007 - January 2011
NexTier Bank June 2004 - June 2007
GA Financial Strategies 2003 - 2004
SEI Investments January 2002 - April 2003
Allegheny Financial Group July 1999 - January 2002
Keystone Financial May 1985 - July 1999
Education
Lycoming College 1981 — 1985
Bachelor of Arts, Business Administration, French
Accusource LLC June 2008 - Present
Knott Capital February 2005 - December 2008
North American Management Corp. October 2000 - January 2005
Keystone Financial February 2000 - October 2000
Skills
Business Analysis, Process Improvement, Project Management, Strategic Planning, Microsoft Office, Change Management, SQL, Training, Research, Financial Analysis, Management, Portfolio Management, Microsoft Excel, Financial Services, Equities
Education
Shippensburg University of Pennsylvania 1995 — 1999
BS, Business Administration (Finance, Economics)
Eclipse Resources September 2014 - Present
Booz Allen Hamilton April 2013 - August 2014
Syracuse Research Corporation June 2009 - February 2013
Mount Aloysius College August 2007 - June 2009
Concurrent Technologies Corporation February 2001 - February 2009
CTC February 2001 - February 2009
Keystone Financial January 2000 - August 2000
Skills
XML, SQL, C#, Java, Oracle, Software Development, PHP, XSLT, Web Applications, Agile Methodologies, .NET, JavaScript, Web Services, Microsoft SQL Server
Education
Robert Morris University 2005 — 2007
Masters, IT Program Management
Mount Aloysius College 1999 — 2000
BS, Computer Science
Pennsylvania State University 1981 — 1983
Associate, Computer Science
Diversified Services Group, Inc. November 1996 - Present
Keystone Financial August 1995 - November 1996
Penn Mutual June 1978 - September 1994
Skills
Retirement, Series 7, Mutual Funds, Fixed Annuities, Retirement Planning, Investments, Strategic Planning, Financial Advisory, Pensions, Insurance, Asset Management, Financial Services, Personal Finance, Investment Management, Wealth Management, Finance
Education
Kenyon College 1971 — 1975
BA, Poli Sci
Potomac
Trident Mortgage Company, LP March 2015 - Present
Trident Mortgage Company, LP August 2011 - Present
Bank of America July 2008 - August 2011
Keystone Financial August 2005 - June 2008
Skills
First Time Home Buyers, Real Estate, Loans, Mortgage Lending, Mortgage, FHA, Refinance, Residential Mortgages, Loan Origination, VA loans, FHA financing, USDA, Credit Analysis, Investment Properties, Real Estate Financing, Finance, Foreclosures, Government Loans, Mortgage Banking, Residential Homes, Reverse Mortgages, Mortgage Underwriting, Credit, Short Sales, Sellers, Real Estate Economics, Customer Service, Real Estate Transactions, Relocation, Investors, Certified Mortgage..., HUD, Underwriting
Education
Muhlenberg College 1998 — 2002
BA, Economics and Finance
Republic Bank April 2013 - Present
Accume Partners October 2000 - March 2013
Keystone Financial 1988 - 2000
Skills
Internal Audit, Mortgage Lending, COSO, Enterprise Risk..., Sarbanes-Oxley Act, Auditing, Sarbanes-Oxley, Investments
Education
Temple University - Fox School of Business and Management 1984 — 1987
Accounting
BP April 2013 - Present
BP November 2011 - April 2013
BP 2005 - 2011
SunGard Data Systems 2001 - 2005
Keystone Financial 1998 - 2001
Bank of America 1995 - 1998
ABN AMRO N.V. 1993 - 1995
Education
Northwestern University - Kellogg School of Management
Master of Business Administration (MBA)
Penn State University
International Finance
Fidelity National Information Services June 2004 - Present
Sanchez Computer Associates 1999 - 2004
Keystone Financial February 1993 - November 1999
FDIC September 1989 - February 1993
Education
University of Pittsburgh 1972 — 1975
Diane D. Hitzemann, Esquire January 2003 - Present
Fulton Financial Advisors October 2001 - November 2002
Manchester, Inc. December 2000 - October 2001
Keystone Financial December 1992 - October 2000
First Trust; First Bank System November 1985 - December 1992
Skills
Mediation, Collaborative Law, Custody, Divorce, Estate Planning, Family Law, Financial Services, Wills, Collaborative Practice, Dispute Resolution, Alternative Dispute..., Trusts, Legal Issues, Hearings, Courts, Guardianship, Prenuptial Agreements, Domestic Relations
Education
William Mitchell College of Law 1981 — 1985
Juris Doctor cum laude
St. Olaf College 1966 — 1971
Bachelor of Arts, Social Psychology
Hayfield High School 1961 — 1966
H.S.
M&T Bank July 1997 - Present
Keystone Financial 1997 - 2000
Skills
Microsoft Word, Mortgage Banking, Credit, Mortgage Lending, Loan Origination, Real Estate, Loans, Microsoft Office, Customer Service
Education
Shippensburg University of Pennsylvania 1992 — 1996
BSBA, International Management
University of Lincoln 1993 — 1994
Formerly known as University of Humberside, International Management
Hempfield High School 1988 — 1992
For Your Information Technologies January 2002 - Present
PBF Online / MedComSoft March 2009 - September 2012
M&T Bank October 1999 - March 2009
Keystone Financial 1999 - 2000
Skills
.NET, Software Development, Application Development, Banking, Architecture, asp.net mvc, asp.net ajax, SQL Server, asp.net, vb.net, MVC/Razor, Web Applications, Microsoft SQL Server, VB.NET, ASP.NET
Education
Indiana University of Pennsylvania 1994 — 1998
BS, Computer Science
South University 2006 - Present
Saturn Automotive January 2002 - March 2006
Tiffany & Co. 1998 - 2002
Keystone Financial 1996 - 1998
Dauphin Deposit Bank & Trust 1994 - 1996
Montgomery Ward 1991 - 1994
Dun and Bradstreet 1984 - 1991
Skills
Admissions, Interviewing, Able To Multi-task, Closing Skills, Selling Skills, Academic Advising, Sales, Interviews, Training, Enrollment Management, Student Financial Aid, Student Recruiting, Career Counseling, Adult Education, Student Affairs, Retaining Customers, Higher Education, CampusVue, Public Speaking, Research, Customer Retention
Education
Vassar College 1971 — 1973
BA, English Literature
Montclair State University
English Literature
South University
Millersville University of Pennsylvania June 2001 - Present
M&T Bank October 2000 - May 2001
Keystone Financial October 1993 - October 2000
Education
Elizabethtown College 1982 — 1986
B.A., Communications
ACNB October 2005 - Present
Fulton County National Bank December 2004 - September 2005
Pennsylvania State Bank December 1999 - December 2004
Keystone Financial October 1994 - October 1999
WM Bancorp January 1985 - December 1994
Garrett National Bank/American Trust Bank/WM Bancorp October 1977 - December 1985
Tetrick & Bartlett, PLLC August 1976 - September 1977
Skills
CPA MD State Board of..., Banking, Accounting, Auditing, CPA, Cash Management, Commercial Banking, Commercial Lending, Commercial Mortgages, Credit, Due Diligence, Finance, Financial Analysis, Financial Reporting, Financial Services, GAAP, Insurance, Internal Controls, Mergers, Mortgage Lending, Portfolio Management, Retail Banking, Risk Management, SEC filings, Sarbanes-Oxley Act, Small Business Lending, Strategic Planning, Treasury Management
Education
Frostburg State University 1973 — 1977
BS, Accounting/Political Science
Southern Garrett High School 1967 — 1972
Orrstown Bank June 2014 - Present
Metro Bank October 2011 - June 2014
Metro Bank January 2006 - October 2011
Capital Region Economic Development Corporation January 2004 - January 2006
Commerce Bank Harrisburg January 2000 - January 2004
Keystone Financial September 1993 - January 2000
Education
Saint Joseph's University 1989 — 1993
B.S.
Talbot & Truhlsen Law Office September 2010 - Present
Devon Capital Management 1996 - 1997
Keystone Financial 1992 - 1996
Skills
Bookkeeping, Accounts Payable, QuickBooks, Accounting, Tax, General Ledger, Account Reconciliation, Tax Returns
Education
St. Francis University
BS, Business Administration/Accounting
Ignite Inc. January 2014 - Present
Kitchenstuff4less October 2013 - Present
Applied Research And Photonics, Inc. January 2011 - Present
Herbalife June 2012 - January 2014
Community First Fund July 2007 - January 2011
Community Bank 2005 - 2007
Vartan Bank 2003 - 2005
West Shore Chamber of Commerce 2001 - 2005
Fulton Bank 1997 - 2003
Keystone Financial January 1995 - December 1997
Skills
Business Strategy, Business Planning, Commercial Banking, Banking, Real Estate, Strategic Planning, Team Building, Credit, Public Speaking, Leadership, New Business Development, Small Business, Sales Management, Forecasting, Business Development, Management, Entrepreneurship, Customer Service, Fundraising, Finance, Strategic Financial..., Portfolio Management, Loans, Coaching, Underwriting, Investments, Executive Management, Training, Sales, Start-ups, Management Consulting, Mergers & Acquisitions, Marketing, Budgets, Risk Management, Strategy
Education
ABA Stonier School of Banking 1984 — 1986
Certificate, Commercial Banking
Clarion University of Pennsylvania 1972 — 1974
BS, Business Administration
HACC, Central Pennsylvania's Community College 1970 — 1972
AA, Liberal Arts
Central Dauphin High School 1963 — 1965
Vo Tech, Carpentry
Keystone Financial October 2001 - Present
Skills
Investments, Wealth Management, Strategic Financial..., Mutual Funds, Financial Analysis, Retirement Planning, Financial Advisory, Insurance, Estate Planning
Education
Minnesota State University, Mankato 1967 — 2001
Bachelor of Business Administration (B.B.A.), Mathematics & Business
St. Paul Baptist Church October 2006 - Present
Wachovia, A Wells Fargo Company February 2002 - October 2006
Keystone Financial 1995 - 2002
Education
Penn State University 1969 — 1974
BS, Liberal Arts
M&T Securities January 2007 - Present
2003 - 2006 January 2000 - March 2006
Sovereign Bank January 2000 - January 2006
Sovereign Bank January 2000 - January 2006
Sovereign Bank 2003 - 2006
Sovereign Bank January 2001 - January 2003
Sovereign Bank January 2000 - January 2001
Keystone Financial Bank January 1999 - January 2000
KEYSTONE FINANCIAL BANK January 1995 - January 2000
Keystone Financial January 1995 - January 1999
Education
Bloomsburg University of Pennsylvania 2000 — 2006
Masters, Instructional Technology
Bloomsburg University of Pennsylvania 1990 — 1993
Bachelors, Business Administration
Bloomsburg University
Bachelor of Science, Business Administration/Management
Bloomsburg University
Master of Science, Instructional Technology
UFS, Inc. 2011 - Present
KEMA 1999 - 2010
Simirex, Inc. (subsidiary of Quintiles Transnational) 1996 - 1999
Keystone Financial 1988 - 1996
Skills
Managerial Finance, Financial Modeling, Financial Reporting, Finance, Auditing, Tax, Accounting, Cost Accounting, Start-ups, Portfolio Management, Forecasting, Corporate Tax, Financial Analysis, Mergers & Acquisitions
Education
Villanova University 1990 — 1993
M.B.A, Strategic Management
Temple University
B.B.A, Finance/Accounting
Accume Partners January 2010 - Present
Cindy Shontz Consulting June 2006 - December 2009
Keystone Financial 1985 - 2000
Skills
Internal Audit, Audit Committee, Auditing, Enterprise Risk..., Internal Controls, SOX 404, COSO, Sarbanes-Oxley, Sarbanes-Oxley Act, SEC filings
Education
St. Francis University 1981 — 1985
B.S., Accounting
The Deegan Corporation October 2001 - Present
Keystone Financial January 1974 - December 2000
Skills
Auditing, Financial Reporting, Tax, Tax Preparation, Accounting, Accounts Payable, CPA, General Ledger, Customer Service, Financial Analysis, Leadership
Education
Albright College
Bachelor of Applied Science (B.A.Sc.), Accounting and Business Adminstration
Blue Mountain High School
College/University Preparatory
Landmark Homes July 2011 - Present
McNees Wallace & Nurick LLC October 2000 - June 2011
Keystone Financial 1997 - 2000
Skills
Condos, Real Estate, Shopping Centers, Real Estate Development, Loans, Real Estate Transactions, Leases, Contract Negotiation, Commercial Litigation, Commercial Real Estate, Construction, Microsoft Office, Negotiation, Investment Properties, Residential Homes
Education
Bucknell University
Bachelor of Arts (B.A.)
Harrisburg Area Community College
Associate of Arts (A.A.), Paralegal Studies
M&T Bank November 2012 - Present
M&T Bank July 2001 - November 2012
M&T Bank August 2000 - July 2001
Keystone Financial July 1995 - August 2000
Northern Central Bank February 1993 - July 1995
Skills
Sales, Finance, Process Improvement, Analysis, Risk Management, Microsoft Excel, Customer Service, Credit, Accounting, Portfolio Management
Education
Central Pennsylvania College 2006 — 2009
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Central Pennsylvania College 2006 — 2009
Certificate, Human Resources Management/Personnel Administration, General
Central Pennsylvania College 1989 — 1991
Associate's degree, Accounting
M&T Bank June 2000 - October 2013
Keystone Financial June 1997 - June 2000
First Federal Savings Bank January 1979 - June 1997
Skills
Microsoft Word, Research, Sales, Leadership, Training, Photoshop
Education
Garrett College
Associate’s Degree, Business Administration and Management, General, 3.8