The Haverford Trust Company
Founded: 1979 Parent organization: Drexel Morgan & Co. Subsidiary: Haverford Trust Securities, Inc.FeedbackDisclaimer Claim this knowledge panel Knowledge ResultSee photos Moved, closed, or was never hereReportHaverford Trust CoWebsiteDirections Saved (0) Saved Save 3 Google reviews Financial planner in Radnor, Pennsylvania Address: 3 Radnor Corporate Center #450, Radnor, PA 19087 Phone: (610) 995-8700: : : : Website: Hours: Place name: : : Category: Website: http://www.haverfordquality.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo.Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a question See all questions (1) Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Haverford Trust Co Posting publicly on the Web Write a review Reviews"These folks are professional, competent and personable." "Mr. David Peppard has given me excellent services." View all Google reviews
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The Haverford Trust Company Employees
Pennsylvania Trust February 2012 - Present
Spartan Capital Management 2004 - 2012
The Haverford Trust Company 1997 - 2004
Prudential Securities 1994 - 1997
Ballard Spahr, LLP 1987 - 1994
Skills
Wealth Management, Asset Allocation, Equities, Series 7, Portfolio Management, Uniform Combined State..., Mutual Funds, Fixed Income, Asset Managment, Securities, Alternative Investments, Investments, Series 24, Investment Advisory, Financial Modeling, Private Equity, Hedge Funds, Strategic Financial..., Trading
Education
University of Pennsylvania Law School 1984 — 1987
Doctor of Law (J.D.)
Harvard University 1980 — 1984
A.B., Magna Cum Laude
Spor Chargers, LLC January 2013 - Present
The Board Investment Group, LLC April 2011 - Present
Drexel University September 2009 - Present
The Haverford Trust Company March 2012 - September 2013
The Haverford Trust Company March 2013 - March 2013
Johnson & Johnson March 2011 - September 2011
Johnson & Johnson March 2011 - September 2011
Skills
Business Planning, Cross-functional Team..., Competitive Analysis, Due Diligence, Entrepreneurship, Strategy, Public Speaking
Education
Drexel University - College of Business and Administration 2009 — 2014
BSBA, Entrepreneurship, Finance, & Marketing
Druid Hills 1995 — 2000
Fidelity Capital Markets July 2012 - Present
The Haverford Trust Company June 2011 - August 2011
U.S. House of Representatives March 2011 - June 2011
Skills
Bloomberg, Series 7, Series 63, Financial Services, Microsoft Excel, PowerPoint, Series 79
Education
Dartmouth College 2008 — 2012
Bachelor of Arts (B.A.), Government
Vanguard September 2014 - Present
Vanguard July 2013 - September 2014
The Haverford Trust Company May 2012 - August 2012
Bath & Body Works November 2010 - February 2011
Arthritis Foundation July 2009 - July 2010
Education
Saint Joseph's University 2009 — 2013
Bachelor of Science, Business Administration, Finance and Economics
Villa Maria Academy 2005 — 2009
H.S., College Preparatoty
The Haverford Trust Company December 1992 - Present
Vanguard June 1991 - December 1992
Education
University of Maryland College Park 1988 — 1991
Bachelor's degree, American Studies
SolomonEdwards September 2013 - Present
The Haverford Trust Company September 2012 - September 2013
The Haverford Trust Company April 2011 - September 2012
Wells Fargo, ISG Risk & Compliance January 2011 - March 2011
Wells Fargo, The Private Bank October 2010 - December 2010
Wellington Management Co. LLP August 2010 - October 2010
Saint Joseph's University August 2009 - May 2010
Saint Joseph's University August 2007 - May 2009
The Haverford Trust Company January 2008 - August 2008
eLeadCorp, LLC August 2006 - December 2006
Skills
Adobe InDesign CS5,..., Microsoft Office Suite, Market Research, PowerPoint, Marketing Communications, Microsoft Excel, Brand Management, Public Relations, Event Planning, Marketing, Event Management, Web design/maintenance, Video Editing, Microsoft CRM, Ektron Content..., Drupal Content..., QuarkXPress, Google Analytics, Basic HTML, Advertising, CMS, Integrated Marketing, Management, Microsoft Office, Online Marketing, Social Media Marketing, Social Media
Education
Saint Joseph's University 2009 — 2010
Master of Science, International Marketing
Saint Joseph's University 2005 — 2009
Bachelor of Science, Business Administration, Marketing
SolomonEdwardsGroup September 2012 - Present
The Career Wardrobe July 2012 - Present
The Haverford Trust Company November 2006 - August 2012
The Career Wardrobe July 2009 - June 2012
Day & Zimmermann/The Yoh Group July 2006 - October 2006
Pilot Air Freight January 1996 - June 2006
Pilot Air Freight January 1996 - June 2006
Skills
Integrated Marketing, Corporate Branding, Brand Awareness, Brand Management, Brand Implementation, Corporate Identity, Certified Meeting..., Social Media Marketing, Meeting Planning, Event Management, Corporate Events, Lead Generation, Cross-functional Team..., Multi-media Marketing..., Target Marketing, Marketing Research, Writing, Copy Editing, Project Management, Marketing Communications, Corporate Communications, Strategic Communications, Non-profit Board..., Board of Director..., Marketing Strategy, Public Relations, Direct Marketing, Event Planning, Strategy, Newsletters, Blogging, Entrepreneurship, B2B, Leadership, Marketing
Education
Wharton School, University of Pennsylvania 2012 — 2012
Executive Education Certificate, Strategic Communications
Villanova University 2009 — 2011
Masters Certificate in Strategic Communications, Communications
Pennsylvania State University, Brandywine 2000 — 2003
B.S., Business
Goldman Sachs November 2014 - Present
The Haverford Trust Company June 2012 - November 2014
Nationwide Insurance October 2011 - June 2012
Cameron Capital Management January 2010 - October 2011
Prudential Insurance May 2009 - January 2010
Vasoli Electric Co. Inc. June 2000 - January 2009
JPMorgan Chase May 2008 - August 2008
Skills
Market Research, Trading, Critical Thinking, Hedge Funds, Mutual Funds, Bloomberg, Factset, Morningstar, Business Development, Marketing, Client Development, Entrepreneurship
Education
University of Rhode Island - College of Business Administration 2005 — 2009
Bachelor of Science, Finance
Lansdale Catholic 2001 — 2005
The Haverford Trust Company December 2013 - Present
Law Offices of Daniel J. Siegel, LLC January 2012 - November 2013
Villanova Tax Clinic August 2012 - August 2013
Professor Mitch Nathanson May 2011 - December 2011
The Honorable Teresa Sarmina May 2011 - December 2011
General Assembly May 2010 - August 2010
Office of Annual Giving at University of Richmond January 2009 - August 2010
Troutman Sanders LLP May 2009 - August 2009
Research Fellowship University of Richmond April 2008 - July 2009
Professional Carpet Systems May 2007 - August 2007
Education
Villanova University School of Law 2010 — 2013
JD
University of Richmond 2006 — 2010
BA, Political Science, History
The Haverford Trust Company January 2010 - Present
Advisory Research June 2008 - August 2008
Skills
Value Investing, Equities, Economics, Valuation, Research, Portfolio Management, Tennis, Ping Pong, Asset Allocation, Alternative Investments, Financial Modeling, Table Tennis, Bloomberg, Equity Research
Education
Franklin & Marshall College 2005 — 2009
Bachelor of Arts (B.A.), Accounting and Finance
George School
The Haverford Trust Company May 2011 - Present
Education
Lehigh University - College of Business and Economics 1998 — 2002
Bachelor of Science (BS), Finance, General
Villanova University
Econsult Solutions December 2012 - Present
Arden Real Estate Funds I & II January 2009 - Present
The Haverford Trust Company January 2000 - Present
Optimum Finds Trust 2003 - Present
NASDAQ FUTURES, INC. 2008 - Present
Drexel University 1998 - Present
Econsult Corp 2000 - December 2012
Philadelphia University 1999 - December 2012
University of Pennsylvania September 1992 - May 2012
City of Philadelphia October 1993 - January 2000
Skills
Economic Development, Public Policy, Economics, Urban Economics and..., Real Estate Development, Strategy, Leadership, Public Speaking, Policy Analysis, Strategic Planning, Non-profit Boards, State and Local Tax..., Public/private..., Public Finance, Nonprofits, Policy, Urban Planning, Community Development, Economic Policy, Government, Economic Research, Program Evaluation, Finance, Program Development, Real Estate Economics, Urban Economics, Analysis, Data Analysis, Politics, Land Use Planning, Budgets, Financial Analysis, Higher Education, Quantitative Research, Community Economic..., Macroeconomics, Affordable Housing, Land Use, Economic analysis, Non-profits, VisiCalc, IBM Selectric
Education
University of Pennsylvania 1977 — 1982
MA, Economics
Harvard University 1973 — 1977
AB, Economics, mcl
Phillips Exeter Academy 1970 — 1973
HS Cum Laude
Pennsylvania Trust December 2014 - Present
The Haverford Trust Company October 2003 - November 2014
SEI May 1997 - September 2003
Vanguard September 1992 - April 1997
Education
University of Pittsburgh
The Haverford Trust Company September 2015 - Present
Pennsylvania Trust November 2014 - September 2015
MG Resume and Coaching Services Murphy Goldstein Inc. 2007 - November 2014
Nuveen Investments 1992 - 2007
Deloitte 1987 - 1992
Skills
Financial Services, Project Management, Business Analysis, Management, Leadership, Team Building, Strategic Planning, CRM, Information Technology, Training, Customer Service, Leadership Development
Education
Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Arts (BA), Psychology
The Haverford Trust Company 2007 - Present
Skills
Back Office, Equity Trading, Trading, Options
Education
King's College 1996 — 2000
Bachelor of Science (BS), Business Administration and Management, General
Saint Joseph's University - Athletic Department June 2015 - August 2015
The Haverford Trust Company June 2010 - July 2014
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft CRM, Back Office, Sales, Financial Analysis, Leadership
Education
Duke University - The Fuqua School of Business 2014 — 2016
Master of Business Administration (MBA)
Saint Joseph's University 2006 — 2010
Bachelor of Business Administration (BBA), Business Administration and Management, General
Universitat Ramon Llull 2009 — 2009
The Haverford Trust Company February 1985 - Present
Philadelphia National Bank December 1979 - February 1985
Skills
Investments, Wealth Management, Financial Markets, Financial Advisory, Wealth Management..., Series 7, Asset Allocation, Portfolio Management, Equities, Mutual Funds, Investment Advisory, Uniform Combined State..., Series 63, Fixed Income
Education
University of Pennsylvania 1965 — 1969
BA, English Literature
Millbrook School, Millbrook, NY 1961 — 1965
The Haverford Trust Company December 1991 - Present
The Haverford Trust Company 1997 - 2003
Education
Cannon Financial Institute 2008 — 2010
Graduate Trust, Trust and Investment Management
Philadelphia University 1987 — 1991
B.S., Finance & Economics
The Haverford Trust Company February 2005 - Present
Wachovia, A Wells Fargo Company February 2002 - February 2004
Skills
Series 7, Uniform Combined State..., Investments, Equities, Series 63, Wealth Management, Series 65, Portfolio Management, Asset Allocation, Fixed Income
Education
Penn State University 2003 — 2007
MBA, Business
Presbyterian College 1994 — 1998
Bachelor of Science, Psychology and Business Administration
The Haverford Trust Company June 2014 - Present
Connolly, LLC January 2011 - June 2014
Skills
Accounting, Microsoft Excel, Financial Analysis, Accounts Payable, Accounts Receivable, Financial Accounting, Cash Posting, Bank Reconciliation, Writing
Education
Saint Joseph's University 2012 — 2014
Post Baccalaureate certification, Accounting, 3.6
The College of William and Mary 2004 — 2008
Bachelor of Arts (B.A.), English Language and Literature, General
The Haverford Trust Company January 2010 - Present
Support Center for Child Advocates June 2014 - Present
Cabrini College 2013 - Present
Davidson Trust Company 2008 - 2010
Vanguard 2007 - 2008
Drexel Morgan Capital Advisers, Inc. (McCabe Capital Managers, Ltd.) 1998 - 2007
Schroders 1997 - 1998
NatWest Markets 1996 - 1997
Value Line 1992 - 1996
Skills
Portfolio Management, Investments, Asset Allocation, Equity Research, Alternative Investments, Hedge Funds, Sell Side, Bloomberg, Fixed Income, Mutual Funds, Asset Management, Equities
Education
Fordham University - Graduate School of Business Administration 1992 — 1995
Master of Business Administration (M.B.A.), Finance, General
State University of New York College at Oneonta 1985 — 1989
Bachelor of Science (BS), Business/Managerial Economics
Glenmede Trust Company January 2014 - Present
The Bryn Mawr Trust Company 2006 - January 2014
The Haverford Trust Company May 2005 - August 2005
Skills
Equities, Investment Strategies, Equity Research, Trading, Investments, Management, Asset Allocation, Valuation, Asset Management, Mutual Funds, Alternative Investments, Investment Banking, Due Diligence, Capital Markets, Financial Modeling, Private Equity, Financial Reporting
Education
Georgetown University - The McDonough School of Business 2002 — 2006
bachelor of science, finance and management
The Haverford Trust Company April 2011 - Present
Trion July 2010 - April 2011
Arch Capital Group August 2005 - July 2010
American International Group June 2002 - August 2005
Skills
Wealth Management, Portfolio Management, Financial Analysis, Equities, Fixed Income, Qualified Retirement..., Series 7, Series 63
Education
Fordham Gabelli School of Business 2007 — 2009
MBA, Masters of Business Administration
Syracuse University School of Management 1995 — 1999
Bachelor of Science, Entrepreneurship
DT Investment Partners, LLC June 2011 - Present
The Haverford Trust Company 2007 - 2008
Evergreen Investments 1992 - 2006
Skills
Fixed Income, Asset Allocation, Portfolio Management, Investments
Education
University of Delaware - Lerner College of Business and Economics 1987 — 1991
Bachelor of Arts (B.A.), Economics
The Haverford Trust Company March 1998 - Present
Philadelphia University August 2013 - Present
Corestates Bank 1994 - 1998
BHC Securities 1992 - 1994
Skills
Series 7, Series 63, Portfolio Management, Asset Allocation, Fixed Income, Mutual Funds, Alternative Investments, Microsoft Office, Investments, Uniform Combined State..., Equities, Wealth Management, Investment Advisory, Series 24, Financial Analysis, Asset Management, Equity Research, Bloomberg, Financial Markets, Valuation, Hedge Funds, Financial Modeling, Investment Strategies, Bonds
Education
La Salle University 1995 — 1999
Master of Business Administration (MBA)
Bloomsburg University of Pennsylvania 1986 — 1990
Bachelor of Science (B.S.), Business Administration and Management, General
The Haverford Trust Company September 1992 - Present
J.P. Morgan 1986 - 1992
Education
St. Joseph's University 1977 — 1981
BS, Accounting and Finance
Friedenthal Financial, LLC 2010 - Present
MetLife August 2009 - February 2010
Drexel University September 2005 - August 2009
The Haverford Trust Company March 2008 - September 2008
Penn Capital Management March 2007 - March 2008
Education
Drexel University - LeBow College of Business 2005 — 2009
BSBA, Finance
BlackRock January 2013 - Present
BlackRock September 2010 - January 2013
Merrill Lynch August 2007 - September 2010
The Haverford Trust Company March 2005 - August 2007
The Haverford Trust Company August 2004 - March 2005
Fiserv Securities July 2003 - September 2004
Skills
Series 7, Equities, Fixed Income, Portfolio Management, Financial Markets, Investments, Wealth Management, Bloomberg, Financial Analysis, Equity Research, ETFs, Financial Modeling, Series 63, Mutual Funds, Risk Management, Municipal Bonds, Bloomberg Terminal, Portfolio Construction, Trusts, IRAs, Roth IRA, Separately Managed..., Trading, Uniform Combined State...
Education
Drexel University 1998 — 2003
B.S., Finance
Malvern Prep 1994 — 1998
The Haverford Trust Company May 1999 - Present
The Haverford Trust Company (formerly The Rittenhouse Trust Company) 1999 - Present
CoreStates Bank formerly PNB 1982 - May 1999
Skills
Banking, Commercial Banking, Core Banking, Loans, Commercial Lending, Asset Managment, Management, Portfolio Management, Equities, Asset Management, Wealth Management, Cash Management, Series 7, Financial Analysis, Investments, Strategic Financial..., Series 63
Education
LaSalle University 2011 — 2015
MBA
Rosemont College
Bachelors Degree, Business Management
The Haverford Trust Company 1997 - Present
The Rittenhouse Trust Company April 1987 - January 1997
The Philadelphia National Bank 1980 - 1987
Skills
Mutual Funds, Portfolio Management, Retirement Planning, Financial Advisory, High Net Worth..., Management, Accounting, Banking, Auditing, Asset Allocation, 401k, Series 7, Wealth Management, Fixed Income, Equities
Education
CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS INC.
La Salle University
B.S., Finance
The American College
The Haverford Trust Company December 2010 - Present
The Haverford Trust Company December 2007 - Present
The Haverford Trust Company December 2000 - December 2007
The Haverford Trust Company November 1998 - December 2000
Automated Financial Technologies 1994 - 1998
Obee & Associates 1993 - 1994
Skills
IT Strategy, Vendor Management, CRM, Business Process..., Business Intelligence, Business Strategy, Business Continuity..., Disaster Recovery, Financial Systems, Data Integration, Resource Management, Data Architecture, Knowledge Management, Governance, Project Portfolio..., IT Management, Business Analysis, Team Building, Project Management, Risk Management, Management, Project Planning, Portfolio Management, Program Management, Executive Management, Enterprise Architecture, Integration, PMO, IT Operations, Data Warehousing, Business Alignment, SDLC, Outsourcing, Business Continuity, Cloud Computing, Data Center, Professional Services, Process Improvement, IT Audit, SharePoint, Infrastructure, ERP, Solution Architecture, Business Transformation, IT Transformation, Business Process, Requirements Analysis, PMP, Software Project..., Series 99
Education
Pennsylvania State University-Great Valley Graduate Center 1999 — 2002
MS, Information Science
West Chester University of Pennsylvania 1988 — 1992
BS, Accounting
The Haverford Trust Company April 2004 - Present
PNC Financial Services Group December 1998 - April 2004
Bank of America Private Bank August 1994 - November 1998
Education
CFA Institute
CFA Charter Holder since 1997
University of Delaware 1985 — 1989
BS, Business/Finance
Calvert Hall College High School 1981 — 1985
Redeaps, LLC February 2012 - Present
ADP April 2010 - November 2010
ADP June 2007 - April 2010
ADP December 2004 - June 2007
Application Consulting Group July 2004 - November 2004
Towers Perrin June 2001 - July 2004
The Haverford Trust Company June 2000 - June 2001
Skills
Business Analysis, Project Management, Salesforce.com, Sales Operations, Business Process..., Business Intelligence, Eloqua, CRM, Sales Management, Leadership, Enterprise Software, Analytics, Strategy, Business Development, SaaS, Management, Sales Process, Vendor Management, B2B, Lead Generation, Business Process, Business Strategy, IT Strategy
Education
Drexel University 2002 — 2005
MBA
Villanova University 1997 — 2001
Bachelor of Science
Worth & Company, Inc October 2014 - Present
The Haverford Trust Company June 2008 - October 2014
Indipharm February 2012 - February 2013
Redlasso December 2007 - June 2008
Skills
Windows 7, Operating Systems, Servers, Networking, Data Center, Troubleshooting, Computer Hardware, Network Security, Microsoft Office, Technical Support, SharePoint, Help Desk Support, Active Directory, Windows Server, Windows, Windows Server 2003, SQL Server, Windows Server 2008, Blackberry Enterprise..., Desktop Support, Group Policy, Powershell
Education
Temple University 2006 — 2011
Bachelor of Science, Information Science and Technology
New Horizons Computer Learning Centers 2012 — 2012
The Haverford Trust Company March 2015 - Present
SEI November 2013 - Present
Faulkner Ciocca VW June 2009 - November 2013
Skills
Network/System..., C++ Language, OSPF, EIGRP, BGP, UDP,..., Automotive, Customer Satisfaction, Sales, New Business Development, Sales Process, Customer Service, Customer Retention, Negotiation, Account Management, Sales Operations, Team Building, Team Leadership
Education
Northampton Community College 2010 — 2013
Associate's degree, Computer Science
St.Joseph/St.Robert
Strategic Capital Partners June 2015 - Present
Victory Brewing Company June 2015 - Present
The Haverford Trust Company June 2014 - July 2014
Skills
Microsoft Office, Leadership, Public Speaking, Microsoft Word, Microsoft Excel, PowerPoint
Education
University of Michigan 2015 — 2019
Associate’s Degree, Economics
The Haverford Trust Company July 2015 - Present
The Haverford Trust Company September 2014 - July 2015
CMG Capital Management Group, Inc. June 2012 - September 2014
CMG Capital Management Group, Inc. November 2011 - June 2012
Beasley Broadcast Group January 2011 - December 2011
Education
West Chester University of Pennsylvania 2007 — 2011
Bachelor's degree, Communication, General
Universitat d'Alacant / Universidad de Alicante 2010 — 2010
Minor, Spanish Language
Accenture July 2013 - Present
Susquehanna International Group April 2010 - July 2013
Susquehanna International Group July 2009 - August 2010
Lubert Adler June 2007 - August 2007
The Haverford Trust Company June 2006 - August 2006
ARAMARK June 2004 - August 2004
Skills
Risk Management..., Operating Models, Bloomberg, Financial Analysis, Fixed Income, Microsoft Office, VBA, Microsoft Excel, Series 7, Trading, Risk Management, Operational Risk..., Issue Remediation, Requirements Gathering, Business Requirements
Education
Penn State University 2005 — 2009
B.S., Finance
First Financial Group June 2015 - Present
Osage Venture Partners September 2013 - March 2014
The Haverford Trust Company August 2012 - April 2013
Marcus & Millichap August 2011 - March 2012
Skills
Financial Analysis, Investments, Microsoft Excel, Microsoft Office, Bloomberg, PowerPoint, Valuation, Public Speaking, Financial Modeling, Analysis, Microsoft Word, Real Estate, Social Media, Market Research, Marketing, Real Estate Development, Event Planning, Strategic Planning, Outlook, Social Media Marketing, Customer Service, Advertising, Salesforce.com...
Education
Drexel University 2010 — 2015
Bachelor of Science (B.S.), Finance
DuPont Capital Management May 2009 - Present
The Haverford Trust Company October 2007 - May 2009
Sage Advisory May 2001 - October 2007
Lockwood Financial December 1996 - April 2001
Dean Witter Reynolds January 1996 - December 1996
BHC Securities March 1994 - January 1996
Skills
Financial Modeling, Finance, Equities, Portfolio Management, Investments, Investment Management, Investment Strategies, Financial Services, Valuation, Pensions, Mutual Funds, Asset Allocation, Asset Management, Business Development, Wealth Management, Series 7, Hedge Funds, Investment Advisory, Strategy, Fixed Income, Financial Analysis, Institutional..., Institutional, Strategic Financial..., Financial Advisory, Securities, Banking
Education
Saint Joseph's University 2003 — 2006
MBA, Finance
Kutztown University of Pennsylvania 1989 — 1993
BSBA, Finance / International Business
Archbishop Carroll 1985 — 1989
High School
Hoover Financial Advisors February 2015 - Present
The Haverford Trust Company February 2010 - February 2015
QVC June 2009 - February 2010
QVC November 2008 - June 2009
Skills
Financial Planning, Relationship Management, Analysis, Portfolio Management, Financial Services, Investment Management, Financial Analysis, Investment Advisory
Education
Drexel University - LeBow College of Business 2004 — 2008
B.S., Business Administration, Finance
The Haverford Trust Company August 2014 - Present
Windsor Financial Group September 2013 - Present
Morris Museum June 2013 - August 2013
Transnet Corp 2008 - 2012
Skills
Qualitative Research, SPSS, Risk Management, Financial Analysis, Life Insurance, Retirement Planning, Data Analysis, Direct Connect, Morningstar, Social Media Marketing, Regression Analysis
Education
Saint Joseph's University 2010 — 2014
Economics and International Relations
Watchung Hills Regional High School 2006 — 2010
The Haverford Trust Company February 1998 - Present
Skills
Series 66, Series 7, Series 24, 401k, Back Office, Trading, Options, Retirement Planning, Retirement, Relationship Management, High Net Worth...
Education
Penn State University 1992 — 1996
Upper Dublin High School 1989 — 1992
Adlucent January 2015 - Present
Marin Software July 2013 - January 2015
Invodo March 2012 - April 2013
Consultant January 2011 - March 2012
Click Equations August 2009 - January 2011
Click Forensics October 2008 - July 2009
Click Forensics October 2007 - October 2008
Thomas P. Miller and Associates May 2006 - August 2006
The Haverford Trust Company September 2005 - December 2005
Skills
Email Marketing, Advertising, Sales, Enterprise Software, Mobile Applications, PPC, Sales Operations, Start-ups, Social Media Marketing, Strategic Partnerships, Social Networking, Mobile Devices, Cloud Computing, CRM, Online Marketing, Product Marketing, Online Advertising
Education
Hanover College
Economics
SharpCove April 2014 - Present
TrainChamp 2014 - Present
ThreeWill June 2012 - April 2014
DynamicPoint February 2012 - June 2012
The Haverford Trust Company November 2011 - June 2012
Stand And Stretch December 2010 - June 2012
photofoodblog.com December 2010 - January 2012
Aflac June 2010 - June 2011
Aflac June 2008 - June 2010
Architectural Integrated Metals 2010 - 2010
Skills
SharePoint, Visual Studio, Software Development, C#, .NET, SQL, Databases, Microsoft SQL Server, SSIS, Access, Visio, VB.NET, Design Patterns, ASP.NET, Active Directory, Testing, T-SQL, WCF, Microsoft Office, IIS, Programming, Crystal Reports, SharePoint Designer, Web Development, Database Design, JavaScript, XML, SSRS, PHP, AJAX, Web Services, SQL Server, Android, Java, CAML, Objective-C, Portals, Wordpress, Analysis, iPhone Application..., Xcode, SDLC, Node.js, MVC, PhoneGap, jQuery, KnockoutJS, AngularJS, Microsoft Dynamics, JIRA
Education
Columbus State University 2009 — 2011
Master of Science, Applied Computer Science
Auburn University, College of Business 2004 — 2008
Bachelor of Science, Information Systems Management
Patterson Medical January 2011 - Present
Alcon Laboratories May 2006 - September 2009
Career Development Center August 2005 - May 2006
BioAdvance June 2005 - August 2005
The Haverford Trust Company May 2002 - January 2005
Skills
Hospitals, Marketing, Pharmaceutical Sales, Sales Operations, Medical Devices, Sales, Training, Leadership, CRM, Management, Account Management, Cold Calling, Product Launch, Sales Force Development, Cardiology, Capital Equipment, Healthcare
Education
Saint Joseph's University 2002 — 2006
BS, Pharmaceutical Marketing
Saint Joseph's University - Erivan K. Haub School of Business 2002 — 2006
Bachelor Of Science, Pharmaceutical Marketing
Stewart Title June 2013 - Present
Fidato Partners, LLC October 2011 - May 2013
CardioNet February 2011 - October 2011
The Haverford Trust Company May 2008 - February 2011
Satori Group, Inc February 2007 - April 2008
SetFocus November 2006 - February 2007
NACCO Materials Handling Group February 2005 - January 2006
Skills
JavaScript, .NET, VB.NET, C#, XML, SSIS, SSRS, Microsoft Dynamics, MS Office Suite, VBA, Microsoft SQL Server, Project Management, Databases, Software Development, Business Intelligence, T-SQL, Microsoft CRM, Visual Studio, SQL
Education
East Carolina University - College of Business 2004 — 2005
MBA, Healthcare Management
East Carolina University - College of Business 1999 — 2003
BSBA, Management Information Systems
TD Ameritrade November 2014 - Present
TD Ameritrade April 2010 - November 2014
TD Wealth Management Services Inc. December 2008 - April 2010
CIS Partners March 2008 - June 2008
The Haverford Trust Company February 1998 - March 2008
Skills
Series 7, Series 24, Series 66, Wealth Management, FINRA
Education
University of Notre Dame 1992 — 1996
Saint Joseph's University
MBA, Management
City of Philadelphia October 2012 - Present
Consultant June 2012 - September 2012
ListenLogic 2011 - May 2012
Lincoln Financial Group 2010 - 2011
Consultant 2008 - 2009
AARP May 2008 - September 2008
The Haverford Trust Company 2005 - 2007
SEI Investments 2002 - 2005
The Biking Expedition 1998 - 2001
Skills
Start-ups, CRM, Strategy, Management, Business Development, Project Management, Strategic Planning, Marketing Strategy, Leadership, Financial Analysis, Entrepreneurship, Financial Modeling, Analysis, Venture Capital, Strategic Financial..., Business Strategy, Strategic Partnerships, Project Planning, Project Finance, Financial Accounting, Consulting, Business, Small Business, Operations Management
Education
The George Washington University - School of Business 2007 — 2009
MBA, Finance and Investments
University of Colorado at Boulder 1998 — 2002
B.A., Economics and Business
University of Wollongong
Cedu High School
Friends Central School
Greater Reading Chamber of Commerce & Industry October 2012 - Present
Rentokil North America Pest Control February 2011 - October 2012
Greater Reading Chamber October 2006 - February 2011
Haverford Trust Company 2000 - 2007
The Haverford Trust Company May 1999 - October 2006
Skills
Public Relations, Marketing Communications, Social Media Marketing, Marketing Strategy, Marketing Copy, Content Marketing, Partnership Marketing, Cold Calling, Online Communications
Education
Saint Joseph's University - Erivan K. Haub School of Business 2001 — 2004
Finance
Albright College 1992 — 1996
BS, Business
Central Catholic High School
The Haverford Trust Company August 2012 - Present
The Haverford Trust Company 2007 - August 2012
The Haverford Trust Company 2004 - 2007
89.1 WYBF FM Philadelphia 1999 - 2003
Skills
Series 7, Investments, Portfolio Management, Financial Markets, Asset Allocation, Wealth Management, Fixed Income, Equities, Separate Accounts, Series 66, Series 55, Sales, Customer Service
Education
Cabrini College 1999 — 2003
Bachelor of Arts (B.A.), English/Communcation
Cigna March 2015 - Present
UnitedHealthcare December 2013 - March 2015
UnitedHealthcare February 2012 - December 2013
Independence Blue Cross October 2005 - January 2012
The Haverford Trust Company March 2005 - September 2005
SEI December 2004 - February 2005
Skills
Analysis, Process Improvement, Finance, Financial Analysis, Forecasting, Project Management, Databases, SQL, Essbase, Microsoft Excel, Access, Revenue Analysis
Education
Saint Joseph's University 2000 — 2004
Bachelor of Science, Finance
SevOne Inc October 2008 - December 2013
SevOne Inc October 2008 - January 2010
The Haverford Trust Company 2007 - 2007
Skills
Account Planning, Solution Selling, Territory Management, Competitive Analysis, Cloud Computing, Sales Force Development, Telecommunications, Email Marketing, New Business Development, Enterprise Software, Software Industry, Sales Operations, Direct Sales, Channel Partners, Account Management, Demand Generation, SaaS, Lead Generation, Sales Process, Salesforce.com, Product Marketing, Complex Sales, Strategic Partnerships, Strategy, Business Development, CRM, Professional Services, Cold Calling, Sales Enablement, Selling, B2B, Pre-sales, Security, Unified Communications, Managed Services, Business Alliances, Go-to-market Strategy, Data Center, VoIP, Virtualization
Education
Boston University Questrom School of Business 2004 — 2008
BBA, General Management
The Haverford Trust Company November 1999 - Present
Glenmede Trust Company February 1994 - October 1999
PNC February 1992 - January 1994
Skills
High Net Worth..., Wealth Management..., Trusts, Private Banking, Trust Management, Asset Allocation, Wealth Management, Portfolio Management, Estate Administration
Education
Drexel University - LeBow College of Business 1986 — 1991
BS, Accounting
The Haverford Trust Company September 2013 - Present
The Haverford Trust Company August 2007 - September 2013
Buckeye Partners October 2006 - August 2007
Skills
Series 7, Investments, Portfolio Management, Finance, Financial Services, Investment Management
Education
Siena College 2002 — 2006
B.S., Finance
The Haverford Trust Company May 2007 - Present
Education
Cabrini College 2002 — 2006
Bachelor of Science (B.S.), Business Administration, Accounting
Haverford Trust Company January 2015 - Present
The Haverford Trust Company December 2012 - January 2015
The Haverford Trust Company April 2007 - December 2012
Yellowbook February 2006 - April 2007
Skills
Series 7, Series 63, Fixed Income, Microsoft Excel, Equities, Investments, Mutual Funds, Finance, Series 65, Bloomberg, Credit Risk, Strategic Financial..., Derivatives, Alternative Investments, Portfolio Management, Asset Allocation, Asset Management, Chartered Financial...
Education
Penn State University 2008 — 2011
Master of Business Administration (MBA), 3.83
Penn State University 2000 — 2005
Bachelor's degree, Finance, General
The Haverford Trust Company Project ManagerVanguardJuly 1996 - October 2002
Education
University of Michigan
Business Management
The Haverford Trust Company June 2014 - Present
Customers Bank January 2013 - June 2014
Citi April 2012 - February 2013
Wells Fargo Advisors October 2010 - March 2012
McBee Associates, Inc. August 2009 - June 2010
Skills
Series 6 License, Notary Public, Mutual Funds, Series 63 License, Medallion Stamp..., Wealth Management, Fixed Income, Equities, Trusts, Series 7, Series 63, Investments
Education
Temple University 2005 — 2009
B.A., Finance
The Haverford Trust Company October 2008 - Present
The Haverford Trust Company December 2004 - October 2008
The Haverford Trust Company December 2001 - December 2004
PNC Advisors October 1999 - November 2001
PNC Advisors October 1998 - September 1999
Skills
Series 7, Series 24, Series 66, Back Office, Compliance, Cash Management, Equities, Financial Markets, Fixed Income, Investments, Microsoft Office, Operations Management, Operational Efficiency, Problem Solving, Process Improvement, Retirement Services, Risk Management, Self Driven, Strategic Planning, Wealth Management, Asset Allocation, Portfolio Management, Asset Management, Mutual Funds, Trading, Financial Services, Management
Education
Temple University
B.S., Finance
The Haverford Trust Company April 1997 - June 2000
Vanguard January 1992 - April 1997
Education
Rosemont College 1987 — 1991
The Haverford Trust Company September 2013 - Present
Envison Wealth Advisors, LLC January 2006 - September 2013
Burke Lawton Brewer & Burke 1993 - 1997
Stock Clearing Corp of Philadelphia 1986 - 1993
Federal Reserve Bank of Philadelphia 1985 - 1986
Education
The American College 2012 — 2014
Financial Planning, Taxation, Insurance, Retirement Planning, Investments
Drexel University, MBA 1988 — 1993
Master of Business Administration, Investments and Securities
Ursinus College 1981 — 1985
Bachelor of Arts (B.A.), Economics
The Haverford Trust Company October 2011 - Present
TV Guide Magazine September 1995 - December 2008
Education
Hussian School of Art 1990 — 1994
Associate's degree, Advertising Design