Kissinger Financial Services, Inc.

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Kissinger Financial Services, Inc. Employees

Employee
Years
Job
Industry
Rebecca Yates Rebecca Yates Cockeysville, Maryland Details
Rebecca Yates's Kissinger Financial Services, Inc. Experience December 2005 - Present
Job Registered Representative at Kissinger Financial Services, Inc.
Industry Financial Services
Experience
Kissinger Financial Services, Inc.   December 2005 - Present
St. Paul Management Company   2003 - 2005
Apartment Services, Inc.   September 2001 - December 2003

Skills
Series 6, 401k, Variable Annuities, Uniform Combined State..., 401k Rollovers, Investments, Fixed Annuities, Retirement, Customer Service, 529 Plans, Bonds, IRAs, College Savings Plans, Retirement Savings, Stocks, Microsoft Excel, Retirement Planning, Roth IRA, SEP IRA, Simple IRA, Rollovers, Traditional IRA, 403 b, Qualified Retirement..., Asset Allocation, Variable Products, Education Funding, Mutual Funds, ETFs, Separately Managed..., TSP Rollovers, PowerPoint, Microsoft Office

Education
Towson University   1997 — 2002
Bachelor of Science (BS), Early Childhood Education and Teaching

Ben Rudy Ben Rudy Washington D.C. Metro Area Details
Ben Rudy's Kissinger Financial Services, Inc. Experience May 2014 - August 2014
Job Student at University of Maryland College Park
Industry
Experience
Kissinger Financial Services, Inc.   May 2014 - August 2014
The Pinnacle Real Estate Co., Inc.   June 2013 - August 2013

Skills
Microsoft Excel

Education
University of Maryland College Park   2012 — 2016

Hunter Steadley Hunter Steadley Greater New York City Area Details
Hunter Steadley's Kissinger Financial Services, Inc. Experience December 2010 - August 2011
Job Internal Sales Consultant at New York Life & MainStay Investments
Industry Financial Services
Experience
New York Life & MainStay Investments  March 2013 - Present
Morgan Stanley  June 2012 - March 2013
Kissinger Financial Services, Inc.   December 2010 - August 2011

Skills
Investments, Series 7, Strategic Financial..., Series 66, Derivatives, Equities, Marketing, Asset Allocation, Financial Modeling, Mutual Funds

Education
Elon University - Martha and Spencer Love School of Business   2008 — 2012
BSBA, Finance

Calvert Hall College High School   2005 — 2008

Ariana Vong Ariana Vong Cockeysville, Maryland Details
Ariana Vong's Kissinger Financial Services, Inc. Experience March 2015 - Present
Job Financial Planning Intern at Kissinger Financial Services, Inc.
Industry Financial Services
Experience
Kissinger Financial Services, Inc.   March 2015 - Present
Ashland Cafe   July 2014 - Present
Ikan Seafood & Sushi   August 2008 - December 2013

Skills
Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel, Teamwork, Customer Service, Time Management, Accounting

Education
Towson University   2012 — 2016
Bachelor of Science (B.S.), Finance, General

Dulaney High School   2008 — 2012
High School Diploma

Gina DAnna Gina DAnna Baltimore, Maryland Area Details
Gina DAnna's Kissinger Financial Services, Inc. Experience September 2011 - Present
Job Operations at Kissinger Financial Services, Inc.
Industry Financial Services
Experience
Kissinger Financial Services, Inc.   September 2011 - Present

Skills
PowerPoint, Microsoft Office, Photoshop, Illustrator, Series 6, Mutual Funds, 401k Rollovers, Retirement, Microsoft Excel, Fixed Annuities, 401k

Education
Garrison Forest   1998 — 2002

Towson University
Bachelor of Science (BS)

Carly Tucker Carly Tucker Saint Petersburg, Florida Details
Carly Tucker's Kissinger Financial Services, Inc. Experience June 2007 - January 2011
Job Financial Strategist at Consolidated Planning, Inc.
Industry Financial Services
Experience
Consolidated Planning, Inc.   December 2011 - Present
First Financial Group  January 2011 - August 2011
Kissinger Financial Services, Inc.   June 2007 - January 2011

Skills
Strategic Financial..., Strategic Planning, Project Management, Financial Modeling, Financial Analysis, Retirement Planning, Cash Flow, Case Analysis, Case Managment, Risk Management, New Hire Training, Hands-on Training, Process Efficiency, Teamwork, Life Insurance, Investments, Wealth Management, Financial Services, Microsoft Excel, PowerPoint, Cost Basis Reporting, Employee Benefits, Financial Statements, Finance, 401k, Retirement, 401k Rollovers, Series 6, Investment Strategies, Income Protection, Personal Financial..., Wealth Preservation..., Savings, Licensed Life, Whole Life, Debt Management, Education Funding, Financial Planning

Education
University of North Carolina at Wilmington   2005 — 2007
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services

The Community College of Baltimore County   2003 — 2005

Elon University   2002 — 2003

Molly Blauvelt, MBA Molly Blauvelt, MBA Towson, Maryland Details
Molly Blauvelt, MBA's Kissinger Financial Services, Inc. Experience June 2013 - September 2013
Job Intern at Stanley Black & Decker, Inc.
Industry Education Management
Experience
Stanley Black & Decker, Inc.   June 2014 - June 2015
University of Baltimore  September 2013 - May 2015
Kissinger Financial Services, Inc.   June 2013 - September 2013
Center for Young Children  January 2012 - December 2012
Child Care  March 2006 - December 2012
Just Kids Educational Services   October 2011 - April 2012

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, SharePoint, MS Project, Project Management, SAP, Business Intelligence, Teaching, Stata, Writing, Research, Newsletters, Training, Teamwork, English, Team Leadership, Social Media, Advertising

Education
Notre Dame of Maryland University   2015 — 2016
Master of Arts in Teaching, Elementary Education and Teaching

Towson University   2013 — 2015
Master of Business Administration (M.B.A.), Finance, General, 3.83

University of Baltimore   2013 — 2015
Master of Business Administration (M.B.A.), Finance, 3.83

University of Maryland College Park   2010 — 2013
Bachelor of Arts, Economics, 3.56

John O'Neill III, PMP John O'Neill III, PMP Baltimore, Maryland Area Details
John O'Neill III, PMP's Kissinger Financial Services, Inc. Experience 1996 - 1998
Job Director, Traffic Management and Support Services at Maryland Transportation Authority
Industry Government Administration
Experience
Maryland Transportation Authority  August 2014 - Present
MDTA   November 2011 - August 2014
MdTA   June 2006 - November 2011
Harford County Government  July 2001 - June 2006
Legg Mason  June 2000 - July 2001
Harford County Government  October 1998 - June 2000
Kissinger Financial Services, Inc.   1996 - 1998

Skills
PMP, RFID+, Program Management, SDLC, Earned Value Management, Project Management, PMO, Integration, Policy Analysis, Project Planning, Vendor Management, Management, Leadership, Government Contracting, Project Portfolio..., Government, Strategic Communications, Team Leadership, Analysis, MS Project, Quality Assurance, Contract Management, Disaster Recovery, Nonprofits, Policy, Security, Requirements Analysis, Business Process..., Strategic Planning, Proposal Writing, Cross-functional Team..., Visio, Fundraising, Budgets, Enterprise Architecture, Process Improvement, Testing, Public Relations, Community Outreach, Change Management, Public Policy, Software Documentation, Risk Management, Access, Strategy, Data Analysis, Public Speaking, Team Building

Education
Stevenson University
Bachelor of Science (BS)

University of Baltimore

St. John's

Cecilia (Weiyue) Lu Cecilia (Weiyue) Lu Hanover, New Hampshire Details
Cecilia (Weiyue) Lu's Kissinger Financial Services, Inc. Experience December 2013 - December 2013
Job Summer Analyst at Altman Vilandrie & Company
Industry Market Research
Experience
Altman Vilandrie & Company  June 2015 - Present
Dartmouth College  June 2014 - Present
Dartmouth College Library  June 2014 - Present
Independent Consultant  July 2012 - Present
Integis  March 2014 - May 2014
Kissinger Financial Services, Inc.   December 2013 - December 2013
Dartmouth College  January 2013 - June 2013
The National Institute on Drug Abuse (NIDA)   June 2011 - August 2011

Skills
Editing, Research, S&P Capital IQ, Adobe InDesign, Public Speaking, HTML, Python, Java, Writing, Statistics

Education
Dartmouth College   2012 — 2016

Università Commerciale 'Luigi Bocconi'   2014 — 2015

Centennial High School   2008 — 2012

Garrett Kunkel Garrett Kunkel Baltimore, Maryland Details
Garrett Kunkel's Kissinger Financial Services, Inc. Experience January 2013 - August 2013
Job Graduate of University of Maryland, College Park
Industry
Experience
Kissinger Financial Services, Inc.   January 2013 - August 2013
Country Club of Maryland  May 2008 - August 2013
The Elkridge Club  May 2007 - August 2007

Education
Loyola University Maryland   2014 — 2017
Master of Business Administration (MBA), Business Administration and Management, General

University of Maryland College Park   2010 — 2014
Bachelor of Arts (B.A.), Criminology and Criminal Justice

Loyola Blakefield   2007 — 2010
High school diploma