TruMark Financial Credit Union
Industry: Financial services company
DescriptionTruMark Financial Credit Union, headquartered in Fort Washington, Montgomery County, Pennsylvania, is the fifth largest credit union in Pennsylvania. The credit union currently has 23 branch locations within Southeastern Pennsylvania, including Bucks, Chester, Delaware, Montgomery, and Philadelphia Counties. Customer service: 1 (877) 878-6275 Headquarters: Pennsylvania Founded: November 16, 1939 Founders: William Harden, August F. Harte, Frank DeForrest, Robert Stack Areas served: Bucks County, Pennsylvania, Delaware County, Pennsylvania, Montgomery County, Pennsylvania
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TruMark Financial Credit Union Employees
TruMark Financial Credit Union February 2015 - Present
Council Rock Education Foundation November 2007 - Present
The Jones Group Inc. - Jones New York November 2010 - June 2015
Championship Season Showroom April 2012 - February 2015
Black Frame February 2011 - February 2011
J. Mendel October 2009 - April 2010
Visual Therapy September 2009 - March 2010
Fuzzstock 2009 July 2009 - August 2009
Nautica September 2008 - March 2009
Skills
Fashion, Facebook, Visual Merchandising, Customer Service, Social Media, Press Releases, Styling, Merchandising, Event Planning, Public Relations, Social Networking, Microsoft Office, Photoshop, Sportswear, Trade Shows, Retail, Outlook, PowerPoint, Microsoft Word, Trend Forecasting, Blogging, Apparel, Footwear, Draping, Fashion Shows, Social Media Marketing, Word, Excel, Fundraising, Administrative Support, Tumblr, YouTube, Tutoring, Promotions, Time Management, Spanish, Event Management, Customer Relations, Lotus Notes, Administration, Teamwork, Writing, SPSS, Dreamweaver, Adobe Creative Suite, Knitwear, Microsoft Excel, Banking, Loans, Money Management
Education
Drexel University 2007 — 2011
BS Corporate Communication & Public Relations; Minor in Sociology; Certificate in Retail Leadership
Drexel University 2007 — 2011
BS, Corporate Communication and Public Relations
Council Rock High School South 2003 — 2007
TruMark Financial Credit Union April 2015 - Present
CUSO Financial Services, LP April 2015 - Present
Lincoln Investment July 2013 - April 2015
CUSO Financial Services January 2013 - July 2013
Karr Barth Associates/AXA Advisors, LLC May 2012 - January 2013
Valic April 1986 - May 2012
Clover 1979 - 1986
Skills
Retirement Planning, Fixed Annuities, Retirement, Insurance, Variable Annuities, Series 7, Series 6, Series 63, Asset Allocation, Pensions, Relationship Management, Retirement Income..., Annuity, IRA's, Long-term Care, Asset Managment, Fixed Assets, Mutual funds, Separately Managed..., Portfolio Management, Qualified Retirement..., Retirement Savings, 403 b, 403 b rollover, 401k Rollovers, IRA rollovers, Roth IRA, Investments, Financial Services, 401k, Investment Advisory, Financial Advisory, Series 65, Defined Contribution, Annuity Sales, Rollovers, Securities, Investment Management, Financial Planning, 457 Plans, Retirement Income..., Wealth Management, Index annuities
Education
Temple University 1974 — 1978
TruMark Financial Credit Union January 2014 - Present
PNC Bank January 2011 - January 2014
TD May 2010 - January 2011
Macy's November 2009 - January 2011
Skills
Teller Operations, Customer Service, Inventory Management, Lotus Notes, PeopleSoft, Telephone Skills, People Skills, Performance Improvement, Microsoft Office, Clerical Skills, Office Administration, Communication, Accounting, Bookkeeping, Department Stores, Deposits, Oral & Written..., Management, Employee Engagement, Cash Management, Secretarial Skills, Confidentiality, Fax, Microsoft Excel, Consumer Lending
Education
Philadelphia University 2013 — 2016
Bachelor's Degree, Human Resources Management and Services, Junior
Temple University - Fox School of Business and Management 2009 — 2011
Student Federal Credit Union at the University of Pennsylvania January 2012 - February 2015
Bain & Company June 2014 - August 2014
TruMark Financial Credit Union August 2013 - December 2013
UBS May 2012 - August 2012
Education
University of Pennsylvania - The Wharton School 2011 — 2015
Bachelor of Science (B.S.) in Economics, Magna Cum Laude
Claremont High School 2007 — 2011
Diploma
TerraLunaTrading 2012 - Present
Film & Video Production September 2001 - Present
TruMark Financial Credit Union September 2010 - October 2011
Caliper July 2006 - February 2009
Bath & Body Works October 2005 - April 2007
Skills
Graphic Design, Illustration, Mold and propmaking, Marketing, Mac, Windows, Web Design, Video Editing, Microsoft Office, Microsoft Outlook, Microsoft Powerpoint, Social Media, Customer Service, Microsoft Word, Microsoft Excel, PowerPoint, Editing, Photography, Jewelry Design, Illustrator, Film
Education
Temple University 2000 — 2005
Bachelor of Arts (B.A.), Communications
SEMrush February 2015 - Present
12-6 Marketing May 2014 - Present
TruMark Financial Credit Union March 2012 - January 2015
TruMark Financial Credit Union June 2010 - April 2011
Bethayres Supermarket March 2005 - May 2010
Skills
Marketing, Social Media, Social Media Marketing, Facebook, Customer Service, Sales, Management, Microsoft Word, PowerPoint, Marketing Strategy, Social Networking, Public Speaking, Email Marketing, Copywriting, Microsoft Office, Market Research, Event Planning, Access, Economics, Advertising, Banking, Blogging, Analytics, Microsoft Excel, Sales Management, Press Releases, Event Management, Online Marketing, Leadership, Digital Marketing, New Business Development, Statistics, Online Advertising, Google Adwords, SEO, Direct Marketing, Outlook, Loans, Direct Mail, Data Entry, Twitter Marketing, Twitter, Team Leadership, Writing, Pinterest, Instagram, Word Of Mouth Marketing, Retargeting, Cold Calling, Coaching
Education
Penn State University
Bachelor's Degree, Bachlore of Science in Economics with a Focus in Marketing, 3.3
The Pennsylvania State University, Abington 2004 — 2005
B.S. Business, Economics Option
Automated Financial Systems, Inc. (AFS) January 2015 - Present
TruMark Financial Credit Union June 2014 - December 2014
Citizens Bank June 2007 - June 2014
Citizens Bank May 2005 - June 2007
Citizens Bank June 2004 - May 2005
Skills
Commercial Banking, Risk Management, Commercial Mortgages, Customer Service, Microsoft Excel, Microsoft Office, Accounting, Real Estate, Outlook, PowerPoint, Budgets, Banking, Microsoft Word, Loans, Lines Of Credit, Asset Management, Financial Analysis
Education
Chestnut Hill College 2001 — 2005
BS, Business Admin
Wells Fargo February 2013 - Present
TruMark Financial Credit Union May 2012 - February 2013
Skills
Credit, CRM, Marketing, Finance, Loans, Banking, Customer Retention, Microsoft Office, Public Speaking, Event Planning, Customer Service, Microsoft Excel, Microsoft Word
Education
American International College 2007 — 2011
Bachelor's Degree, General Business
American International College 2007 — 2010
Bachelor of Science in Business Administration, General Business
Defense Logistics Agency July 2014 - Present
Defense Logistics Agency January 2012 - July 2014
Saint Joseph's University January 2012 - May 2014
Saint Joseph's University March 2011 - May 2014
Defense Logistics Agency May 2011 - August 2011
TruMark Financial Credit Union 2007 - January 2011
Skills
Accounting, Financial Reporting, Bookkeeping, Financial Analysis, Auditing, Account Reconciliation, General Ledger, Banking, Cash Management, Financial Accounting, Financial Statements, Microsoft Excel, Outlook, Analysis, Budgets
Education
Saint Joseph's University 2010 — 2014
Bachelor's Degree, Accounting
TruMark Financial Credit Union September 2006 - Present
Fleet Bank 2000 - 2004
United Jersey Bank 1986 - 2000
Skills
Loans, Banking, Consumer Lending, Credit, Branch Management, Underwriting, Retail Banking, Vendor Management, Risk Management, Coaching, Team Building, Cross Selling, Customer Service, Strategic Planning, Leadership Development, Mortgage Lending, Branch Banking
Education
Baruch College 1983 — 1988
Bachelor's degree, Human Resources Management and Services
SUNY Stony Brook
AnswerNet March 2012 - Present
L-3 Communications December 2011 - December 2011
Communcations Construction Group/White Mountain Cable August 2011 - November 2011
StoneMor Partners November 2006 - February 2011
firstPRO 2011 - 2011
TruMark Financial Credit Union May 2006 - November 2006
Skills
Accounts Payable, Account Reconciliation, General Ledger, Accounting, Fixed Assets, Payroll, Invoicing, Accruals, Cash Flow, Financial Analysis, Bank Reconciliation, Journal Entries
Education
Thomas Edison State College 2010 — 2010
Bachelor's of Science, Business Administration with Concentration in Accounting
Community College of Philadelphia 1999 — 2007
Associate in Arts, Business
TruMark Financial Credit Union October 2009 - Present
Phelan Mortgage Associates, Inc. June 2003 - June 2008
The Philadelphia Newspapers, Inc June 1999 - June 2003
Skills
Customer Service, Event Planning, Project Management, Employee Training, Time Management, Budgets
Education
University of Pittsburgh 1994 — 1999
Bachelor of Science (B.S.), Information Science/Studies
TruMark Financial Credit Union August 2014 - Present
Abercrombie & Fitch September 2013 - August 2014
Philadelphia University August 2012 - May 2013
David's Bridal September 2009 - June 2010
Skills
Organizing, Planning, Time Management, Customer Service, Sales, Leadership, Teamwork, Team Leadership, Social Networking, Management, Training, Networking, Microsoft Excel, Microsoft Office, PowerPoint, Access, Microsoft Word, Inventory Management, Retail, Recruiting, Merchandising
Education
Temple University 2014 — 2015
Accounting, Continuing Studies
Philadelphia University 2011 — 2013
B.S., Fashion Industry Management
Penn State University 2009 — 2011
A.S., Business Administration
Member Business Financial Services, LLC May 2014 - Present
Philadelphia Federal Credit Union February 2013 - April 2014
TruMark Financial Credit Union April 2007 - February 2013
Allianz December 2003 - April 2007
Skills
Banking, Loans, Credit, Commercial Lending, Customer Service, Microsoft Office, Underwriting, Loan Servicing, C&I Lending, Credit Unions, Corporate Credit, Consumer Lending, Lines Of Credit, Small Business Lending, Credit Analysis
Education
Arcadia University 1999 — 2003
Bachelor's degree, Marketing and Communications
Little Flower High School 1994 — 1998
General Studies, 12
Ascension Grade School
TruMark Financial Credit Union February 2015 - Present
Angkor International Travel Agency June 2008 - January 2015
Pitney Bowes August 2010 - January 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Social Media, Public Speaking, C++, English, Event Planning
Education
Bloomsburg University of Pennsylvania 2010 — 2014
Bachelor's Degree, Finance, General
Independence Blue Cross April 2015 - Present
Penn State University April 2013 - Present
Penn Mutual May 2014 - August 2014
Rittenhouse Electric Supply Company May 2011 - September 2013
TruMark Financial Credit Union 2009 - 2011
Skills
Insurance, Health Insurance, Life Insurance, Consulting, Finance, Stochastic Modeling, Microsoft Excel, Access, SAS, VBA, Quantitative Finance, Quantitative Investing, Mathematical Modeling, Applied Mathematics, R
Education
Penn State University 2011 — 2015
Bachelor of Science (BS), Risk Management / Actuarial Science, Minor in Statistics, 3.83
TruMark Financial Credit Union June 2014 - Present
Beneficial Bank October 2011 - June 2014
Beneficial Bank April 2001 - September 2011
Beneficial Bank April 1999 - March 2001
Beneficial Bank November 1987 - October 1999
Skills
Retail Banking, Consumer Lending, Commercial Banking, Banking, Credit, Business Analysis, Small Business Lending, Mortgage Lending, Commercial Lending, Credit Analysis, Loans, Customer Service, Portfolio Management, Management, Business Development, Leadership, Call Centers, Customer Satisfaction, Cross Selling, Relationship Management, Core Banking, Financial Services, CRM, Training, Lines Of Credit, Credit Cards, Credit Risk, Branch Management, Loan Origination, Cash Management, Risk Management, Internet Banking, Commercial Mortgages, Deposits, Financial Institutions, Mortgage Banking, Financial Risk, Operational Risk, Asset Based Lending, Finance, Bank Secrecy Act, AML, Underwriting, Credit Unions, Loan Servicing, Branch Banking, Loss Mitigation, Merchant Services, Payments, Executive Management
Education
Saint Joseph's University 2000 — 2007
Business Administration and Management, General
Vanderbilt University 2008 — 2008
BAI Graduate School of Retail Banking Year 2
University of Wisconsin-Madison 2006 — 2006
BAI Graduate School of Retail Banking Year 1
STI Knowledge Call Center Management Certification 2000 — 2000
Certification in Call Center Management, Call Center Management
National School of Banking -Fairfield University 1991 — 1994
Banking and Finance
Bishop/Saint John Neumann HS 1974 — 1978
Freedom credit union August 2006 - Present
TruMark Financial Credit Union January 2000 - August 2006
Skills
Credit Unions, Branch Banking, Credit Cards, Commercial Lending, Cross Selling, Management, Process Improvement, Small Business Lending, ACH, Customer Retention, Payments, Retail Banking, Customer Service, Banking, Credit
Education
Holy Family University 2006 — 2010
Bachelor of Science (B.S.), Business Administration and Management, General
TruMark Financial Credit Union February 2014 - Present
New Penn Financial, LLC January 2014 - February 2014
TruMark Financial Credit Union March 2013 - January 2014
TruMark Financial Credit Union August 2011 - February 2013
Norristown Bell Credit Union June 2008 - July 2011
Norristown Bell Credit Union June 2001 - June 2008
Skills
Social Media, Microsoft Office, Strategic Planning, Adobe Acrobat, Photoshop, InDesign, Integrator, Excel, Market Research, Marketing Strategy, Marketing Communications, Email Marketing, Social Media Marketing, Copywriting, Copy Editing, Event Planning, AP style writing, Project Management, Graphic Design, Text Marketing, Financial Services, Microsoft Excel, Direct Mail, Newsletters, Web Design, Budgets, Credit Unions, Direct Marketing, Marketing, Adobe Creative Suite, Strategy, Advertising, Social Networking, Facebook, Research, AP Style, Management, Online Marketing, Banking
Education
La Salle University 2015 — 2019
Master of Business Administration (MBA) candidate, Business Administration and Management, General
Temple University 2002 — 2004
Bachelor of Arts, History, Political Science, and Philosophy
Cabrini College 2000 — 2002
(completed first two years of Bachelor's Degree at Cabrini), History, Political Science, and Philosophy
Upper Merion Area High School 1996 — 2000
High School Diploma
Chestnut Hill Academy 1987 — 1996
(Kindergarten - 8th Grade)
CMF Associates, LLC September 2013 - Present
CMF Associates June 2012 - September 2012
Independent Wealth Strategies, Office of MetLife June 2010 - August 2010
Trumark Financial Credit Union June 2006 - August 2009
Skills
Finance, Banking, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Outlook, Financial Analysis, Customer Service, Financial Reporting, Marketing, Mergers & Acquisitions, Recruiting, Data Analysis, Budgets, Access, Due Diligence, Forecasting, Analysis, Financial Modeling, Corporate Finance, Human Resources, Strategic Planning
Education
University of Delaware - Lerner College of Business and Economics 2010 — 2013
Bachelor of Business Administration (BBA), Finance
TruMark Financial Credit Union 1989 - Present
La Salle University 2007 - Present
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, English, Photoshop, Windows, Outlook, Teaching, Budget, HTML, Public Speaking, Java, Editing, Strategic Planning, Negotiation, Analysis, Banking, Budgets, Finance, Financial Analysis
Education
La Salle University
Master of Business Administration (MBA), Finance
La Salle University
Bachelor of Science (BS), Finance, Risk Management
National Basketball Association January 2012 - Present
Power Home Remodeling Group November 2011 - December 2011
TruMark Financial Credit Union July 2011 - November 2011
Fox 56 Wilkes Barre/Scranton January 2011 - May 2011
Bredenbeck's June 2005 - April 2011
Skills
Final Cut Pro, Adobe Creative Suite, Microsoft Office, Sports Media, Sundance Automation, Amberfin ICR, Color Correction, Flip Factory, Xsan, Tape Formats, NewTech Tricaster, Training, Microsoft Word, Video, Time Management, Video Editing, Camera Operating, Sports, Video Production, Videography, Broadcast Television, Mac, Media Production, Final Cut Studio, Premiere, Digital Video, Multimedia, OS X, Public Speaking, Camera Operation, Marketing
Education
King's College 2007 — 2011
Bachelor of Arts, Mass Communications
LaSalle College High School 2003 — 2007
Diploma, General Studies
TruMark Financial Credit Union March 2014 - Present
Freedom Credit Union April 2012 - October 2013
PNC Bank October 2010 - April 2012
Citizens Bank February 2008 - September 2010
Airgas SafetySept September 2006 - August 2007
Broad Street Community Newspapers April 2004 - September 2006
Skills
Customer Service, Customer Relations, Advertising Sales, Inside Sales, Retail Banking, Microsoft Office, Banking Operations, Community Marketing, New Business Development, Banking, Credit Unions, Event Planning, Long-term Customer..., Marketing, Credit, Business Development, Sales, Customer Satisfaction, Management, Loans, Consumer Lending, Cross Selling, Credit Cards, Core Banking
Education
St Hubert's High School for Girls 1996 — 2000
Holy Family University
Bachelor's Degree
LiquidHub August 2011 - Present
McAfee January 2011 - August 2011
AlliedBarton Security Services February 2008 - January 2011
Cephalon November 2005 - January 2008
Lockheed Martin IT March 2005 - November 2005
TruMark Financial Credit Union June 1999 - March 2005
Skills
Windows Server, Active Directory, Microsoft Exchange, VMware, Firewalls, Network Security, Windows Azure, Cloud Computing, IaaS, PaaS, Windows 7, Powershell, VBScript, IIS, Hyper-V, Microsoft OCS 2007, SQL Server, Microsoft Lync 2010, SCOM, SCCM, Linux, Perl, PHP, MySQL, Mac OS X, Virtualization, Watchguard, SaaS, Scripting, Wordpress, Microsoft SQL Server, Security
Education
La Salle University 2010 — 2012
Master's degree, Computer Information Science
Peirce College 2003 — 2006
Bachelor's degree, Information Technology with concentration in Network Security
Freelance Marketing Professional December 2012 - Present
Inkedshop April 2014 - November 2014
TruMark Financial Credit Union April 2011 - August 2012
TruMark Financial Credit Union February 2010 - April 2011
Internet Order LLC May 2008 - February 2010
TruMark Financial Credit Union March 2007 - May 2008
TruMark Financial Credit Union August 2003 - March 2007
Skills
Forms Of Writing, Marketing, Marketing Communications, Direct Mail, Copywriting, Event Planning, Advertising, Social Media, Budgets, Customer Service, Marketing Strategy, Project Management, Microsoft Office, Microsoft Excel, Email Marketing, Online Marketing, Photoshop, Facebook, Blogging, Newsletters, InDesign, Graphic Design, Social Networking
Education
Philadelphia University 2000 — 2004
BS
PopHealthCare August 2015 - Present
TruMark Financial Credit Union May 2015 - August 2015
Tallgrass Talent Group January 2015 - May 2015
Lenape Valley Foundation November 2013 - May 2015
Bucks County Opportunity Council January 2013 - May 2014
PennEngineering April 2013 - August 2013
Real Estate Administrative Support for Busy Professionals July 2011 - April 2013
Hospital & Health Care Industry July 2012 - January 2013
National Board of Medical Examiners November 2011 - March 2012
ESM Solutions Corporation May 2008 - May 2011
Skills
Sales, Real Estate, Office Administration, Customer Service, Software Documentation, Outlook, Data Entry, Microsoft Office, Microsoft Excel, PowerPoint, Salesforce.com, Microsoft Word, Leadership, Management, Problem Solving, System Administration, Medical Terminology, Healthcare, Medical Records, Social Media, Project Management, Teamwork, Medical Coding, EHR, Team Building, Community Outreach, Wordpress, Team Leadership, QuickBooks, Training, Nonprofits, Databases, Invoicing, Event Management
Education
Delaware Valley College 1997 — 2011
Bachelors of Science, Business Administration
Delaware Valley University 1997 — 2010
Associates, Business Supervision & Management
Bucks County Community College 1980 — 1982
Fine/Studio Arts, General
Bucks County Community College
Certificate Medical Coding and Electronic Health Records, Electronics Health Records and Practice Management
TruMark Financial Credit Union February 2014 - Present
TruMark Financial Credit Union May 2012 - February 2014
Meridian Bank January 2011 - January 2012
TruMark Financial Credit Union May 2008 - December 2010
Skills
Loans, Refinance, Mortgage Underwriting, Underwriting, Mortgage Banking, Management, Residential Mortgages, Credit, Mortgage Marketing, Mortgage Lending, Banking, Commercial Lending, Lines Of Credit, Credit Analysis, Consumer Lending, Loan Servicing
Education
Clarion University of Pennsylvania 1980 — 1983
Business Management
Abington High School 1977 — 1980
McGraw-Hill Federal Credit Union July 2015 - Present
TruMark Financial Credit Union September 2006 - October 2014
First Union National Bank 1976 - 2001
Skills
Research, Analysis, Vendor Management, Records Management, Banking, Bank Secrecy Act, Compliance Management, Enterprise Risk..., Risk Management, AML, Retail Banking, Loans, Training, Leadership, Management, Legal Compliance, Financial Risk, Strategic Risk, Reputation Risk, Compliance Risk, Regulatory Policy, Policy Analysis, Reporting & Analysis, Project Management, Business Continuity, USA PATRIOT Act, Anti Money Laundering, OFAC, KYC, Compliance Training, Coaching, Team Building, Commercial Lending, Credit Cards, Credit Unions, Financial Services, Business Banking, Operational Risk..., ACH, Regulations, Compliance Regulations, Medical Compliance, Nursing Care, Nursing Homes, Nursing Process, Financial Institutions, Operational Risk, Fraud Detection, Regulatory Analysis, Risk Analysis
Education
Walden University 2011 — 2013
Master of Business Administration (M.B.A.), Risk Management, 4.0
Strayer University-Pennsylvania 2008 — 2011
Bachelor of Business Administration (BBA), Management, Magna cum Laude
Community College of Philadelphia 1993 — 1995
Associate of Science (AS), Registered Nursing/Registered Nurse
Penn State University 1991 — 1992
Certified in Training and Development, Training and Development
TruMark Financial Credit Union May 2003 - Present
TruMark Financial Credit Union December 2000 - May 2003
Police and Fire Federal Credit Union May 1999 - September 2000
Skills
Banking, Loss Prevention, Fraud Detection, Bank Fraud, Identity Theft, Bank Secrecy Act, Suspicious Activity..., Money Laundering, Credit Card Fraud, ATM Fraud, Physical Security, Employee Training, Public Speaking, Check Fraud, Bank Robbery Prevention, FinCEN
Education
Penn State University 1998 — 2002
Bachelor's of Art, Administration of Justice
Blue Diamond Disposal April 2014 - Present
Blue Ridge Communications TV13 August 2014 - Present
Rock-Tenn Company October 2012 - June 2013
Smurfit-Stone June 2007 - December 2012
XCEL Federal Credit Union 2003 - June 2007
Rock-Tenn Company 2000 - 2003
TruMark Financial Credit Union 1999 - 2000
Sun East Federal Credit Union August 1998 - September 1999
PFCU February 1994 - August 1998
Skills
Budgeting, Financial Reporting, Accounting, Accounts Payable, Process Improvement, Microsoft Excel, SAP, JD Edwards, Hyperion Enterprise, Controllers, Plant Operations, Financial Analysis, Financial Accounting, Budgets, Forecasting, Accounts Receivable, Auditing, Internal Controls, Finance, Payroll, General Ledger, Analysis, Cost Accounting, Variance Analysis, Sarbanes-Oxley Act, Income Statement, Account Reconciliation, Internal Audit, Leadership, Consolidation, Management, Journal Entries, Financial Statements, Sarbanes-Oxley, Cash Management, PeopleSoft, Strategic Financial..., JDE Enterprise One, Fixed Assets, ERP, Capital Budgeting, QuickBooks, Financial Modeling, Cash Flow, Mergers & Acquisitions, Inventory Management, GAAP, Essbase, Access, Paper Industry
Education
Neumann University 1987 — 1993
Bachelor's degree, Accounting
West Catholic High School 1983 — 1987
High School
TruMark Financial Credit Union July 2015 - Present
Debonair Extraordinaire Men's Customs April 2011 - Present
Wells Fargo August 2012 - June 2015
Huntingdon Valley Bank April 2010 - July 2012
Sovereign Bank August 2008 - July 2009
Wachovia Bank August 2006 - August 2008
Radio Shack January 1996 - January 2006
Skills
Strategic Planning, Hiring, Retail, Loans, Cold Calling, Coaching, Customer Relations, Mentoring, Team Building, Budgeting, Compliance, Supervisory Skills, Word, PowerPoint, Microsoft Office, Risk Management, Sales Management, Problem Solving, Banking, Microsoft Word, Budgets, Credit, Customer Service, Entrepreneurship, Management, Sales
Education
University of Phoenix 2003 — 2005
MBA, Masters in Business Administration
Delaware State University 1991 — 1996
BS, Business Administration
TruMark Financial Credit Union April 2014 - Present
Applied Bank March 2013 - April 2014
Fox Chase Bank October 2012 - January 2013
Univest Bank and Trust Co. May 2009 - September 2012
Penn Liberty Bank October 2006 - February 2009
TD December 2003 - October 2006
Wells Fargo 2001 - 2003
Conectiv Communications 1998 - 2001
Verizon Business 1985 - 1998
Skills
Strategic Leadership, Sales Management, Marketing Communications, Government Relations, Community Relations, Commercial Banking, Telecommunications..., Risk Management, Credit, Banking, Community Development, Business Development, Strategic Leadership,..., Strategic Planning, Cash Management, Commercial Lending, Commercial Mortgages, Entrepreneurship, Leadership, Loans, Management, Marketing, Nonprofits, Relationship Management, Small Business Lending, Start-ups
Education
Neumann University 2002 — 2004
Master of Science (M.S.), Organizational & Strategic Leadership, 4.0
Saint Joseph's University 1988 — 1992
Bachelor of Science (B.S.), Business Administration and Management, General
TruMark Financial Credit Union May 2014 - Present
US Army February 2005 - Present
Nova Bank September 2007 - Present
TD Bank Formerly Commerce Bank July 2006 - September 2007
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Research, Microsoft Word, Teamwork, Outlook, Team Leadership, Customer Service, Public Speaking, Leadership, •A leader with strong..., Banking, Data Entry, Windows, Retail, Training, Analysis, Team Building, Time Management, Access, Process Scheduler, Credit
Education
Temple University 2014 — 2016
Bachelor's Degree, Business Administration Human Resources Management and Services
Montgomery County Community College 2012 — 2013
Associate's Degree, Business Managment
PricewaterhouseCoopers LLP 2014 - Present
Deloitte 2011 - 2014
Tyco Fire Suppression & Building Products 2008 - 2010
Merck Sharp & Dohme Federal Credit Union 2007 - 2008
TruMark Financial Credit Union 2005 - 2007
Education
La Salle University 2006 — 2010
M.A, Professional and Business Communication
Penn State University 2000 — 2004
B.A, Public Relations
Marsh September 2014 - Present
Marsh September 2012 - September 2014
Iron Hill Brewery & Restaurant January 2012 - September 2012
Temple University September 2011 - May 2012
Marsh June 2011 - August 2011
TruMark Financial Credit Union October 2006 - June 2009
Skills
Insurance, Customer Service, Microsoft Excel, PowerPoint, Underwriting, Risk Management, Microsoft Word, Microsoft Office, Property & Casualty..., Marketing, Outlook, Sales, Access, Social Media, Commercial Insurance
Education
Temple University - Fox School of Business and Management 2009 — 2012
Risk Management and Insurance, Marketing
Montgomery County Community College 2007 — 2009
Business Administration
USAirways February 2009 - October 2014
USAirways February 2009 - September 2010
FPL Energy October 2007 - March 2008
Trumark Financial Credit Union December 2002 - April 2005
GPS NORTH AMERICA January 2001 - January 2002
Inlingua January 1999 - February 2001
ASIA PACIFIC CONSULTING January 1997 - January 1999
Caterair International March 1993 - September 1996
Skills
International Business, Budgeting, Transportation, Forecasting, New Business Development, Account Management, Contract Negotiation, Microsoft Office, Excel, Cross-functional Team..., Business Management, Management, Strategic Planning, Business Development, Budgets, Management Consulting, Training, Negotiation, Operations Management, Start-ups, Business Strategy, Airlines, Sales Management, Strategy, Business Planning, Leadership, Pricing, Microsoft Excel, Analysis, Airports, Sales, Logistics, Marketing, Project Management, Product Development, International Sales, Sales Operations, Aviation
Education
La Salle University 2002 — 2003
BA, History
Holy Spirit High
LaSalle University
B.A, History
National University of Singapore
Financial Management
National University of Singapore, Singapore
Business Finance
University of Maryland
Information Systems Management
PNC June 2014 - Present
PNC February 2011 - June 2014
TruMark Financial Credit Union November 2010 - February 2011
Citizens Bank June 2006 - October 2010
Sovereign Bank November 2004 - June 2006
Skills
Credit, Banking, Customer Service, Compliance, Excel, Word, Loans, PowerPoint, Problem Solving, Fundraising, Customer Relations, Coaching, Marketing, Direct Marketing, Social Media, Social Media Marketing, social media networking, Sales, Microsoft Excel, Microsoft Word, Budgets, Strategic Planning, Small Business, Online Social Networking, Commercial Lending, Finance, Consumer Lending, Small Business Lending, Credit Analysis, Commercial Banking, Lines Of Credit, Branch Management, Sales Management, Cross Selling, Mortgage Lending, Cash Management, Loan Origination, Financial Analysis, Home Equity Loans, Relationship Management, Commercial Mortgages
Education
Strayer University-Pennsylvania 2004 — 2009
Bachelors, Business Administration with concentration in Marketing
Archbishop Ryan High School 1998 — 2002
High School Diploma
The Bryn Mawr Trust Company November 2014 - Present
BG Sports Management March 2011 - Present
Biccari Trading Corp January 2004 - November 2014
Rockland Employees Federal Credit Union June 2012 - October 2013
TruMark Financial Credit Union May 2008 - June 2012
Fixture One January 2006 - May 2008
Coleman Natural Foods May 2003 - January 2006
Fiat Auto April 2005 - August 2005
Skills
Sales Management, Coaching, Leadership, Banking, Management, Recruiting, Marketing Strategy, Human Resources, Sales, Project Planning, Marketing, Operations Management, Football, Community Outreach, Soccer, Sponsorship, Customer Retention, Property & Casualty..., Forecasting, Branch Management, Financial Coaching, Political Science, Customer Relations, Developing Client..., Strategic Planning, Team Building, Strategy, Event Management, Social Media, Public Relations, Event Planning, Sports, series 63, Series 6, Fixed Annuities, Employee Benefits, Customer Service, Employee Relations, Program Management
Education
Arcadia University 2010 — 2012
Master's Public Relations, International Relations and Affairs
Temple University - Fox School of Business and Management 2004 — 2008
Business & Law, Business
Università Cattolica del Sacro Cuore 2004 — 2006
Journalism, Media Relations
Westchester Community College 1998 — 2000
Associate's Degree, Business Administration and Management, General
Saint Rose Of Lima - Peru 1991 — 1996
High School
Borough of Rockledge March 2015 - Present
FMSCA Drug Interdiction Assistance Program 2011 - Present
Rockledge Borough Police Department 2002 - Present
TruMark Financial Credit Union 2000 - Present
IAFCI 2001 - 2013
Strategic Information Associates LLC 2000 - 2002
Sears 1991 - 2000
Second Alarmers Rescue Squad 1988 - 1993
Skills
Investigation, Police, Fraud, Criminal Investigations, Private Investigations, Corporate Security, Enforcement, Loss Prevention, Law Enforcement..., Surveillance, Emergency Management, Public Safety, Risk Management, Firearms, Law Enforcement, Financial Fraud, Staff Management, Interrogation Techniques, Security Systems..., Patrol, Loss Prevention..., Highway Safety, Road Safety, Asset Protection, Criminal Law, Policy, Training, Interrogation, Security, NIMS, Commercial Vehicle..., Criminal Justice, Evidence, Homeland Security, Crime Prevention, Internal Investigations, Field Training, Physical Security, Executive Protection, Incident Command, Counterterrorism, Community Policing, Background Checks, Motor Carrier Safety..., Weights & Measures, Hazardous Materials..., Crime Scene..., Crime Scene Photography, Bank Secrecy Act, Emergency Services
Education
Montgomery County Community College
Associate of Arts Degree Program, Accounting & Criminal Justice
Mountain State University
Bachelor of Arts Degree Program, Administration of Justice
Corning Incorporated January 2011 - Present
Executive Health Resources January 2010 - January 2011
American Academy of Physician Assistants January 2009 - October 2009
TruMark Financial Credit Union July 2006 - December 2008
Merck Sharp & Dohme Federal Credit Union January 2000 - January 2006
Skills
Copywriting, Direct Marketing, Direct Mail, Market Planning, Event Planning, Email Marketing, Social Media, Advertising, Newsletters, Event Management, Online Marketing, Promotions, Writing, Healthcare, Non-profits, Budgets, Nonprofits, Marketing Strategy, Marketing, Lead Generation, Editing, Management, Leadership, Marketing Communications, Press Releases, Public Relations, Social Media Marketing, Customer Service, Social Networking
Education
Lock Haven University of Pennsylvania 1995 — 1999
Bachelor of Arts, Journalism / Mass Communications
United Northern Mortgage Bankers, Ltd. January 2015 - May 2015
Gateway Funding February 2013 - December 2014
First Choice Loan Services January 2012 - January 2013
TBI Mortgage May 2010 - November 2011
Alambry Funding, Inc January 2005 - April 2010
Alambry Funding, Inc July 2003 - May 2005
TruMark Financial Credit Union 1999 - 2003
Skills
Credit, Underwriting, Customer Service, Finance, Loans, Mortgage Banking, Banking, Sales, Real Estate, Microsoft Excel, Investment Properties, Negotiation, Loan Origination, Mortgage Lending, Residential Mortgages, FHA, VA loans, Refinance, Sellers, First Time Home Buyers, Analysis, Sales Management
Education
Philadelphia University
Bachelors Degree of Science, Business
Bucks County Community College
Associates Degree, Business
Almac Group October 2015 - Present
Almac Group April 2015 - October 2015
Almac Group October 2013 - April 2015
AlphaLit October 2012 - October 2013
TruMark Financial Credit Union November 2005 - October 2012
nterGlobal Payment Solutions July 2003 - November 2005
Stitch Networks June 2001 - November 2002
Charles Jones, LLC 1998 - 2001
Skills
ASP.NET MVC, Microsoft SQL Server, Visual Studio, SQL, .NET, Agile Methodologies, C#, WCF, Entity Framework, Software Development, MVC, T-SQL, Subversion, LINQ, Scrum, SOA, JavaScript, ASP.NET, jQuery, HTML 5, HTML, Linux, RESTful WebServices, JSON, Web Services, TFS, MVC 2/3, Perl, PHP, LAMP, MySQL, Service Oriented..., NServiceBus, DDD
Education
Lafayette College 1997 — 2001
Bachelor of Science (BS), Computer Science
George School 1994 — 1997
Market Resource Partners March 2014 - Present
Market Resource Partners October 2012 - March 2014
Market Resource Partners September 2012 - October 2012
Market Resource Partners February 2012 - October 2012
1-800-Haul-Out December 2011 - February 2012
TruMark Financial Credit Union April 2010 - August 2010
Skills
Advertising, Public Relations, Press Releases, Event Management, Training, Recruiting, Strategy, Salesforce.com, Cold Calling, Direct Sales, Email Marketing, Digital Marketing, Integrated Marketing, Demand Generation, B2B Marketing, Networking, Sales Operations, Business Development, Marketing Communications, Solution Selling, Strategic Partnerships, Marketing Management, Program Management, Multi-channel Marketing, Relationship Marketing, Customer Service, Team Leadership, Strategic Planning, Lead Generation, Account Management, Marketing, Sales, Marketing Strategy, B2B
Education
La Salle University- School of Business 2010 — 2011
MBA, Marketing
La Salle University - School of Business Administration 2006 — 2010
Bachelor of Science, Business Administration, Marketing; Minor in Psychology
Vanguard September 2014 - Present
TD July 2013 - August 2014
Stratus Interactive August 2013 - December 2013
TruMark Financial Credit Union May 2009 - December 2012
Skills
Marketing, Banking, Finance, Portuguese, Management, Spanish, Customer Service, Microsoft Office, Sales, Leadership, Public Speaking, Microsoft Word, Social Media, Marketing Communications, Market Research, Time Management, Financial Services, Financial Analysis, Loans, Retail Banking
Education
Penn State University 2009 — 2013
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services, 3.32 / 4.00 GPA
Barclays Investment Bank June 2013 - Present
Brixmor March 2013 - June 2013
J.P. Morgan June 2011 - March 2013
TruMark Financial Credit Union April 2010 - June 2011
Skills
Investments, Equities, Finance, Fixed Income, Trading, Account Reconciliation, Financial Analysis, Bloomberg, Bonds, Financial Modeling, Loans, Settlement, Microsoft Excel, General Ledger, Financial Reporting, Corporate Finance, Portfolio Management, Alternative Investments, PowerPoint, Accounting, Asset Management, Banking, Insurance, Bloomberg Terminal
Education
Saint Joseph's University 2010 — 2011
Masters, Finance
Drexel University 2005 — 2010
Bachelor of Science (B.S.), Finance
The Wistar Institute July 2012 - January 2015
Drexel University August 2011 - July 2012
City of Philadelphia April 2007 - August 2011
TruMark Financial Credit Union April 2001 - April 2007
Skills
Recruiting, Onboarding, Human Resource..., Human Resources, Talent Acquisition, Performance Management, HRIS, Interviews, Management, Applicant Tracking..., Training, Deferred Compensation, Policy, New Hire Orientations, Employee Relations, Hiring, Temporary Placement, Job Descriptions, Strategic Planning, Talent Management, Leadership Development, Coaching, Organizational..., Leadership
Education
Drexel University
Masters in Project Management, HR
Philadelphia University 2004 — 2006
Bachelor's Degree, Business Management
University of Pittsburgh 1997 — 2000
NA, Business Managenet
Philadelphia High School for Girls
Diebold January 2015 - Present
BAYADA Home Health Care January 2011 - December 2014
Numoda Corporation September 2009 - January 2011
Integrated Project Services April 2007 - June 2009
Orleans Homebuilders October 2005 - April 2007
TruMark Financial Credit Union January 2005 - October 2005
TruMark Financial Credit Union May 2002 - January 2005
TruMark Financial Credit Union October 1998 - May 2002
Skills
Active Directory, XP, Windows 7, Microsoft Office 2003, Microsoft Office 2007, Microsoft Office 2010, Windows Server 2003, Windows Server 2008, Windows Exchange Server..., Windows Exchange Server..., Barracuda Internet/Spam..., Tumbleweed MailGate..., Symantec System Center, TrendMicro OfficeScan..., Symantec Backup Exec 12, AS400 system, iPrism Internet Content..., Nautilus Imaging System, Symitar, Track It 7.0, Computer Hardware, Internet Content, Software, Filter, Barracuda Spam Firewall, Office 2010, Backup Exec, Windows Server, Microsoft Exchange, Disaster Recovery, Windows XP, Networking, Software Documentation, Software Installation, Servers, Microsoft SQL Server, Network Administration, Visio, LAN-WAN, Microsoft Office, Help Desk Support, Technical Support
Education
Peirce College 2003 — 2007
Bachelors of Science, Concentration in Networking
St Hubert High School for Girls 1994 — 1998
Diploma, General
The School District of Philadelphia November 2014 - Present
TruMark Financial Credit Union July 2013 - Present
TD October 2012 - July 2013
Self Employed January 2011 - June 2011
TruMark Financial Credit Union March 2010 - June 2011
Skills
Literacy, Tutoring, Banking, Customer Service, Loans, Consumer Lending, Cross Selling, Credit, Microsoft Excel, Outlook, PowerPoint, Microsoft Word, Microsoft Office, Retail Banking, Sales, Public Speaking
Education
Temple University 2011 — 2014
Bachelor's degree, Early Childhood Education
Community College of Philadelphia 2009 — 2011
Associate of Arts (A.A.), Elementary Education
TruMark Financial Credit Union May 2015 - Present
Simon Property Group January 2014 - May 2015
Clark County School District June 2012 - August 2013
Base Entertainment (Base Line Staffing, LLC) April 2012 - July 2013
Preferred Public Relations August 2011 - January 2012
Cheyenne Marketing/Universal Pictures June 2009 - October 2010
Education
University of Nevada-Las Vegas 2009 — 2011
Bachelors of Arts
College of Southern Nevada High School- West Charleston Campus 2007 — 2009
High School Diploma
BlackRock March 2014 - September 2014
Turner Investments, L.P. April 2013 - September 2013
TruMark Financial Credit Union July 2009 - September 2011
Newton Associates January 2011 - June 2011
Skills
Fluent in Hindi, Microsoft Office Suite..., Data Entry, PowerPoint, Management, Public Speaking, Accounting, Market Research, Research, Access, Financial Analysis, Marketing, Time Management, Data Analysis, Microsoft Word, Microsoft Excel, Microsoft Office, Finance, Teamwork
Education
Drexel University 2011 — 2016
Bachelor of Science (B.S.), Business Administration - Finance, Economics, International Business
TruMark Financial Credit Union April 2014 - Present
PNC March 2013 - April 2014
Wawa, Inc. July 2003 - December 2013
Skills
Acting, Directing, Customer Service, Time Management, Customer Experience, Management, Banking, Creative Writer, Casting, Retail Banking, Credit, Portfolio Management, Commercial Banking, Credit Analysis, Process Improvement, Financial Services, Microsoft Excel, Singer-songwriter, Home Equity Loans, Convince Line of Credit, Real Estate, Scheduling, Event Management, Social Media, Microsoft Office, Event Planning, Sales, Team Building
Education
Community College of Philadelphia
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
TruMark Financial Credit Union 1998 - Present
Skills
Project Management, Vendor Management, Customer Service, Human Resources, Training, Account Management, Banking, Social Media, Public Relations, PowerPoint, Event Planning, Marketing Strategy, Negotiation, Marketing, Coaching, Change Management, Cross-functional Team..., Marketing Communications, Financial Analysis, SQL, Performance Management, Data Analysis, Sales Management, Product Development, Risk Management, Market Research, Microsoft Word, Budgets, Leadership Development, Microsoft Excel, Sales, Team Building, Business Development, Recruiting, Credit Unions, Outlook, Leadership
Education
Manor College 1993 — 1995
Associate's degree, Paralegal Studies
TruMark Financial Credit Union March 2015 - Present
TD August 2013 - September 2014
TD June 2009 - July 2013
TD June 2005 - June 2009
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training
Education
Community College of Philadelphia 2003 — 2008
Associate of Liberal Arts, Liberal Arts and Sciences/Liberal Studies
Central High School 1999 — 2003
Bachelor of Arts (B.A.)
Philadelphia Area Realty March 2015 - Present
Grant Thornton LLP January 2015 - Present
PNC Wealth Management July 2013 - Present
TruMark Financial Credit Union November 2009 - July 2013
Discovery Daycare June 2004 - November 2009
Skills
Banking, Loans
Education
Saint Joseph's University 2013 — 2014
Post Bachelors Accounting Certification, Accounting
Holy Family University 2007 — 2011
Bachelor's, Management/Marketing
GMH Mortgage Services LLC June 2015 - Present
City of Philadelphia June 2014 - Present
GMH Mortgage Services LLC September 2014 - June 2015
Comcast Business March 2013 - June 2013
PNC November 2012 - January 2013
TruMark Financial Credit Union June 2007 - July 2012
Commerce Bank March 2006 - April 2007
Skills
Sales, Banking, Leadership, Customer Service, Microsoft Excel, PowerPoint, Team Building, Call Centers, Loans, Finance, Operations Management, Customer Retention, Financial Services, Cross Selling, Accounting, Marketing, Social Media, Microsoft Office, Social Networking, Time Management, Microsoft Word, Social Media Marketing, Public Speaking, Retail Banking, Marketing Strategy, Marketing Communications, Credit Cards, Event Planning, Facebook, Advertising, Retail, Teaching
Education
Temple University 2005 — 2012
Bachelor of Business Administration (BBA), Marketing
Community College of Philadelphia 2002 — 2004
Associates, Liberal Arts 2004
TruMark Financial Credit Union March 2011 - Present
Skills
Credit, Loans, Banking, Mortgage Banking, Mortgage Lending, Loan Origination, Refinance, Residential Mortgages
Education
King's College 1989 — 1993
Bachelor's degree, Accounting and Finance
WinnCompanies August 2015 - Present
Bit9 + Carbon Black September 2014 - January 2015
Fresenius Medical Care September 2013 - August 2014
TruMark Financial Credit Union June 2013 - July 2013
TruMark Financial Credit Union October 2012 - July 2013
Cooper University Hospital August 2012 - December 2012
Citizens Bank October 2011 - July 2012
Skills
Customer Service, PowerPoint, Microsoft Excel, Microsoft Word, Outlook, Microsoft Office, Administrative..., Time Management, Benefits Administration, Employee Relations, Human Resources, Team Leadership, Access, Loans, Non-profits, Photoshop, Mortgage Lending, Social Media Marketing, Retail, Payroll, Inventory Management, Data Entry, Research, Recruiting, Event Planning, Accounting, Office Management, Leadership, Facebook, Social Networking, Management, Teamwork, Analysis, Public Speaking, Training, New Hire Orientations
Education
Northeastern University 2014 — 2016
Master of Business Administration (M.B.A.), Corporate Renewal and Business Analytics
Temple University - Fox School of Business and Management 2009 — 2013
BBA, Human Resources
Calkins Media February 2013 - July 2014
Calkins Media Inc. July 2011 - February 2013
Bucks County Courier Times April 2004 - July 2011
Trumark Financial Credit Union May 2003 - April 2004
Skills
Newspaper, Editing, Video, Storytelling, Politics, Advertising, Breaking News, Social Media, Microsoft Word, Copy Editing, Microsoft Excel, News Writing, Newspapers, AP Style, Interviews, Journalism, Feature Articles, Copywriting, Blogging, Online Journalism, Press Releases, Leadership
Education
Holy Family University 2000 — 2004
Bachelor of Arts (B.A.), English Literature
Archbishop Ryan High School 1996 — 2000
TruMark Financial Credit Union August 2007 - Present
Internation Shared Sevices May 2000 - July 2007
Skills
Windows 7, Troubleshooting, Windows XP, Microsoft Windows 7, Laser Printers, Computer Hardware, Software Installation, Hardware
Education
Montgomery County Community College
Associate of Science, Liberal Studies; Computer Science
Philadelphia Federal Credit Union May 2015 - Present
PFCU May 2007 - May 2015
TruMark Financial Credit Union October 2006 - May 2008
Police and Fire Federal Credit Union November 1996 - September 2006
Skills
Leadership, Credit, Human Resources, Management, Retail Banking, Credit Analysis, Accounts Payable, Banking, Consumer Lending, Internal Audit, Loans, Marketing, Microsoft Office, Mortgage Lending, Risk Management, Team Leadership, Sales, Customer Service, Team Building
Education
Temple University 1994 — 1996
Little Flower Catholic High School 1990 — 1994
Santander Bank, N.A. April 2015 - Present
TruMark Financial Credit Union April 2014 - April 2015
First Federal of Bucks County March 2012 - April 2014
Fox Chase Bank February 2008 - September 2011
Bank of America September 2001 - February 2008
Skills
Loans, Banking, Customer Relations, Financial Analysis, Credit, Real Estate, Team Building, Cash Management, Coaching, Consumer Lending, Excel, Retail, Customer Service, Commercial Mortgages, Budgeting, Compliance, Sales Management, Negotiation, Process Improvement, Word, Problem Solving, Analysis, Financial Reporting, Retail Banking, Commercial Banking, PowerPoint, Commercial Lending, Microsoft Office, Marketing Strategy, New Business Development, Credit Analysis, Advertising, Outlook, Access, Sales, Branch Management, Small Business Lending, Leadership, Branch Banking, Mortgage Lending, Business Development, Lines Of Credit, Microsoft Excel, Risk Management
Education
Holy Family University 2010 — 2012
MBA, Finance
Holy Family University 2010 — 2012
MBA, Finance
Temple University 2001 — 2003
Bachelors, Marketing
Temple University 2001 — 2003
B.S, Marketing
Bucks County Community College 1997 — 2001
A.A, Business Administration
Raytheon Websense March 2014 - Present
TruMark Financial Credit Union October 2012 - March 2014
Realize Assets February 2012 - October 2012
Sovereign Bank December 2010 - January 2012
3rd Federal Bank August 2009 - November 2010
Bank of America April 2007 - August 2009
Ohio High School Athletic Association January 2004 - December 2007
North Olmsted Hot Stove January 1999 - December 2007
USA Hockey January 1998 - December 2007
Finish Line September 2005 - April 2007
Skills
Security, Data Loss Protection, Network Security, Brand Management, Information Security..., Strategic Planning, Sales, Coaching, Sales Management, New Business Development, Public Speaking, Team Building, Investments, Customer Satisfaction, Real Estate, Business Development, Marketing Strategy, Customer Service, Financial Analysis, Marketing, Budgets, Small Business, Banking, Microsoft Office, Microsoft Excel, Loans, Mortgage Lending, Event Planning, Management, Leadership, Account Management, Direct Sales, Networking, Salesforce.com
Education
Baldwin-Wallace College 2005 — 2007
BBA & BS, Business & Journalism Mass Communications
Cuyahoga Community College 2003 — 2005
Associates, Journalism Mass Communications
High School 1999 — 2003
TruMark Financial Credit Union April 2014 - Present
Please Touch Museum October 2011 - April 2014
Bass Museum of Art January 2011 - May 2011
Skills
Social Media, Public Relations, Media Relations, Press Releases, Event Planning, Copywriting, Social Media Marketing, Copy Editing, Marketing Strategy, Marketing Communications, Marketing, WordPress, Cultural Awareness, Newsletters, Publicity, Event Management, Strategic Communications
Education
Millersville University of Pennsylvania 2005 — 2010
Speech Communications, Public Relations
Cornell University 2013 — 2013
Certificate in Marketing Strategy, Marketing
American Business School of Paris 2008 — 2008
Study Abroad
S. R. Snongrass, AC October 2012 - Present
First Savings Bank of Perkasie 2008 - 2012
ParenteBeard LLC 2008 - 2008
East Penn Bank 2006 - 2008
TruMark Financial Credit Union 2003 - 2006
Skills
Assurance, GAAP, CPA, Tax, IFRS, US GAAP, Big 4, Consolidation, Internal Audit, External Audit, Management
Education
Bloomsburg University of Pennsylvania
Bachelor of Applied Science (B.A.Sc.), Accounting
DeSales University
Master of Business Administration (M.B.A.), Management
Commonwealth Credit Union June 2015 - Present
TruMark Financial Credit Union July 2012 - June 2015
Dover Federal Credit Union 2009 - August 2012
New Century Bank 2006 - 2008
Umpqua Bank 2004 - 2006
Umpqua Holdings, Inc. 2001 - 2004
Gifts.com (Formerly Good Catalog Company) 2000 - 2001
SunTrust Mortgage 1997 - 1999
SunTrust Bank, Atlanta 1995 - 1997
SunTrust Banks, Inc. 1993 - 1995
Skills
Leadership Central..., Cost Accounting, Budgets, Accounting, Finance, Account Reconciliation, Forecasting, Managerial Finance, Mergers & Acquisitions, Credit, Payroll, Accounts Payable, General Ledger, Auditing, Management, Banking, Risk Management, Portfolio Management
Education
University of California, Los Angeles 2003 — 2006
Certificate, Personal Financial Planning
University of Toledo 1983 — 1988
BBA, Finance
The Ohio State University
University of Penn January 2014 - Present
VAR Construction Inc November 2009 - Present
Philadelphia Federal Credit Union January 2006 - August 2009
TruMark Financial Credit Union February 1999 - January 2006
Skills
Process Scheduler, Administrative..., Invoicing, Accounts Payable, QuickBooks, Accounts Receivable, Microsoft Excel, Office Management, Spreadsheets, Program Management, Office Administration, Data Entry, Outlook, Administration, Expenses, Supervisory Skills, Bookkeeping, Office Equipment, Access, Confidentiality, Fax, Microsoft Word, Budgets, Payroll
Education
Community College of Philadelphia 2007 — 2014
Behavioral Health and Accounting, Junior
Villa Joseph Marie High School 1974 — 1978
Academic, Business and Arts
Villa Joseph Marie High School
Diploma, Academic, Business and Arts
American Heritage Federal Credit Union April 2014 - Present
American Heritage Federal Credit Union February 2012 - April 2014
TruMark Financial Credit Union July 2006 - February 2012
Beyond Media Group January 2010 - October 2011
Temple Small Business Development Center January 2010 - May 2010
Skills
Credit Union Knowledge, Sales, Communications, Networking, Event Planning, Public Speaking, Relationship Building, Writing, Social Networking, Marketing, Financial Counseling, Public Relations &..., Financial Seminars
Education
Dale Carnegie 2013 — 2013
Sales Success Training
Drexel University 2010 — 2012
M.S., Communications
Temple University 2006 — 2010
B.A., Strategic and Organizational Communications/Public Relations
TruMark Financial Credit Union July 2015 - Present
PFCU April 2012 - June 2015
Modell's Sporting Goods December 2002 - April 2012
Skills
Banking, Customer Service, Microsoft Excel, Microsoft Office, Microsoft Word, Sales, PowerPoint, Outlook, Teamwork, Time Management
Education
Community College of Philadelphia 2005 — 2007
Liberal Arts and Sciences/Liberal Studies
Wells Fargo Bank August 2010 - Present
Volt Workforce Solutions June 2010 - August 2010
Harleysville National Bank March 2007 - April 2010
TruMark Financial Credit Union March 2002 - February 2007
American Heritage FCU July 2000 - March 2002
Skills
Product Marketing, Merchandising, Direct Mail, Promotions, Advertising, Brand Development, Management
Education
Temple University - Fox School of Business and Management 2001 — 2006
MBA
La Salle University 1996 — 2000
BA
TruMark Financial 2007 - Present
TruMark Financial Credit Union October 2005 - Present
TruMark Financial Credit Union October 2005 - Present
TruMark Financial Credit Union October 2005 - June 2007
Skills
IT Operations, Loans, Credit, Strategic Planning, Leadership, Project Management
Education
Cittone Institute 2002 — 2003
Computer Programming with Web Technology
Art Institute of Philadelphia 1992 — 1994
Associates in Specialized Business, Music & Video Business
Temple University 1988 — 1991
Business Management
Vanguard July 2011 - Present
Delaware Valley College January 2005 - May 2013
Vanguard February 2010 - July 2011
The Vanguard Group April 2006 - February 2010
TruMark Financial Credit Union 1996 - 1997
Skills
SharePoint, Management, Siebel, Data Quality, Statistics, Reporting Technologies, Business Technology, Business Intelligence, CRM, Change Management, Integration, Project Management, Team Leadership, Consulting, Business Analysis, Process Improvement, Data Analysis, Finance, Business Strategy, Leadership, Financial Services, Mutual Funds
Education
Pennsylvania State University-Great Valley Graduate Center 2003 — 2006
Master of Science (M.S.), Information Science
Arcadia University 1998 — 2003
Bachelor of Arts (B.A.), Business Administration/Finance
Delaware Valley College
Finance, Business Administration and Management, General
TruMark Financial Credit Union August 2014 - Present
NCO May 2008 - August 2014
Sunoco Logistics July 2006 - May 2008
Verizon January 2004 - July 2006
Skills
Financial Analysis, Financial Reporting, Accounting, Account Reconciliation, General Ledger, Accounts Receivable, Accounts Payable, Financial Accounting, Internal Controls, Financial Statements, Process Improvement, Payroll, Finance, PeopleSoft, Microsoft Excel, SAP, Microsoft Office
Education
Holy Family University 2007 — 2009
MBA, Business Administration and Management, General
Temple University - Fox School of Business and Management 1999 — 2001
Bachelor of Science (B.S.), Accounting
Charming Shoppes, Inc. June 2006 - Present
Charming Shoppes October 2005 - June 2006
Lamberti's July 2003 - October 2005
Reliance Standard Life Insurance July 2002 - July 2003
TruMark Financial Credit Union November 1999 - July 2002
Tyco Electronics March 1997 - November 1999
Education
Bucks County Community College 1999 — 2004
TruMark Financial Credit Union June 2010 - Present
Wachovia 1991 - 2008
wachovia 1991 - 2007
First Fidelity Bank 1992 - 1993
Skills
Credit
Education
Temple University 1985 — 1991
Bachelor of Arts, Communications
Saint Joseph's Prep 1980 — 1984
Drexel University
Graduate Retail School of Retail Bank Management
Johnson & Johnson July 2014 - Present
TruMark Financial Credit Union November 2013 - July 2014
Penn Medicine (University of Pennsylvania Health System) August 2010 - November 2013
NEST International July 2006 - September 2009
PHH Mortgage January 2005 - July 2006
Cozen O'Connor June 2004 - January 2005
Skills
Financial Analysis, Accounting, General Ledger, Contract Negotiation, Microsoft Excel, Financial Reporting, Microsoft Office, Balance Sheet Review, Analysis, Internal Controls, Finance, Account Reconciliation, Budgets, Auditing
Education
Wilmington University 2012 — 2014
Master of Business Administration (MBA)
Rowan University 1998 — 2003
Nutrisystem January 2008 - Present
Wilmington Finance October 2006 - January 2008
TruMark Financial Credit Union May 2005 - October 2006
Viking Electronic Services May 2003 - May 2005
Telespectrum February 2001 - May 2003
Education
Temple University 1998 — 2002
Computer Scienes
TruMark Financial Credit Union April 2000 - Present
30th Market Sts. October 1993 - August 1998
5th Market Sts. May 1985 - September 1993
Skills
Banking, Windows 7, Customer Service, Outlook, Accounting, Microsoft Excel, Microsoft Word, Microsoft Office, Budgets, PowerPoint, Research, Credit Unions, Risk Management, M/S Word, Excel,..., Micrsoft office ,2003..., Software Documentation, Photoshop, Troubleshooting, Payroll
Education
Harcum College 2010 — 2012
Associate Degree
Harcum College 2009 — 2012
Associates of Arts, Human Services, Dean's List (GPA: 3.72)
East Stroudsburg University 1980 — 1982
32 credits towards Bachelor of Science Degree in Special Education
Lincoln University
Human Resources Management/Personnel Administration, General
TruMark Financial Credit Union April 2015 - Present
3rd Fed Bank September 2004 - November 2014
Datavision Inc 1999 - 2004
Anzon Inc 1985 - 1998
Skills
Banking, Loans, Public Relations, SQL Server, Oracle, Windows O/S, Microsoft Excel, Microsoft Office, Outlook, Management, Leadership, Training, Customer Service, Risk Management, Business Analysis, Operations Management, Team Leadership, Project Management, Public Speaking, Software Documentation, Disaster Recovery, Process Improvement
Education
Bucks County Community College 2015 — 2015
Data Analysis Certificate, Data Analysis
Computer Learning Center 1998 — 1999
Client Server Programming
Elizabethtown College
Liberal Arts
TruMark Financial Credit Union January 2009 - Present
TruMark Financial Credit Union 2001 - 2008
Education
Temple University
Bachelor of Science, Journalism/Mass Communications
Self-Employed 1900 - Present
TruMark Financial Credit Union January 2002 - October 2010
City Line Abstract March 2001 - September 2001
Third Federal Bank October 1998 - September 2000
Main Line Bank March 1995 - October 1998
Eastern Mortgage Company 1993 - March 1995
Home Unity Savings Bank 1992 - 1992
Horizon Financial / RTC May 1988 - August 1991
Skills
Banking, Loans, Credit, Loss Mitigation, Mortgage Lending, Mortgage Banking, Bankruptcy, Foreclosures, Loan Servicing, Budgets, Assets Recovery, REO, Collections, Call Centers, Mergers & Acquisitions, Team Building, Procedure Development, Policy Writing, Escrow, Financial Services, Insurance
Education
Penn State University 2006 — 2007
Judge/Bradley Credit Union School
Bensalem High School
Business Curriculum
TruMark Financial Credit Union March 2015 - Present
Firstrust Bank October 2010 - March 2015
Wells Fargo April 2010 - October 2010
Bank of America September 2009 - April 2010
Sovereign Bank August 2004 - September 2009
Citizens Bank 2000 - 2004
Skills
Banking, Commercial Lending, Commercial Banking, Credit Analysis, Sales Management, Coaching, Retail Banking, Small Business Lending, Branch Management, Portfolio Management, Cross Selling, Credit, Consumer Lending, Financial Services, Wealth Management, Life, Accident, and..., Series 6, Series 63, Strategic Planning, SBA, Cash Management, Business Development, Lines Of Credit, Underwriting, Commercial Mortgages, Leadership, Loan Origination, Treasury Management, Investments, Team Building, Strategy, Risk Management, Asset Based Lending, Relationship Management, Mortgage Banking, Finance, CRM, Refinance, Home Equity Loans, Team Leadership, Goal-oriented..., Financial Analysis, Sales, Credit Risk, Deposits, Residential Mortgages, Loans
Education
University of Phoenix 2006 — 2009
BS, Business Management
Risk Management Association 2008 — 2008
Certificate, Commercial Lending
Bucks County Community College 1999 — 2004
N/A, Business Administration and Management, General
TruMark Financial Credit Union April 2009 - Present
Principle Supply Company May 2008 - January 2009
Education
Holy Family University 2004 — 2006
Business/ Accounting
Pennsylvania Gaming Control Board May 2010 - Present
Prudential Prime Real Estate April 2009 - May 2010
TruMark Financial Credit Union August 2009 - March 2010
Education
Holy Family University 2003 — 2007
Bachelors, Communications
Staples / Rite Aid July 2008 - Present
TruMark Financial Credit Union January 2004 - March 2007
Commonwealth Bank / Citizens Bank June 1997 - March 2003
Robert Krevitz Metals December 1994 - June 1997
Johnson & Higgins February 1986 - November 1994
Education
Holy Family University 1975 — 1976
None, Business
Bucks County Tech 1974 — 1974
Certificate, Drafting
Egan Conwell 1968 — 1972
Diploma, Business
TruMark Financial Credit Union October 2010 - Present
Associated Students of CSU, Chico July 2008 - June 2010
Anderson & Associates, Inc. November 2007 - March 2008
American Honda Financial Corporation May 2005 - July 2007
American Honda Financial Corporation September 2003 - May 2005
Education
University of Pittsburgh 1998 — 2002
B.A., Economics
Goldman Sachs January 2014 - Present
Wells Fargo Securities June 2012 - August 2012
UNC Investment Society September 2010 - January 2012
GE Capital June 2011 - August 2011
Merrill Lynch June 2010 - August 2010
TruMark Financial Credit Union November 2008 - August 2010
Skills
Excel, PowerPoint, Investments, Business Modeling, Microsoft Excel, Portfolio Management, Trading, Derivatives, Financial Services, Bloomberg, Financial Risk
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2010 — 2013
Bachelor's Degree, Finance
Penn State University 2008 — 2010
Finance
Deer Valley High School 2004 — 2008
Ambassador Limousine Service June 2009 - Present
SportsLineRadioNetwork / SLRN July 2007 - Present
TruMark Financial Credit Union July 2007 - March 2010
Oki Data America's 1998 - 2006
Skills
Radio, Sports, Vendor Management, Budgets, Project Management, Strategic Planning, Management, Customer Service, Property Management, Team Building, Risk Management, Marketing, Microsoft Office, PowerPoint, Public Speaking, Negotiation, Fundraising, Team Leadership, Leadership Development, Facilities Management
Education
Drexel University - College of Business and Administration 1976 — 1981
Data Processing and Operations Management, Post graduate courses/certifications
Ursinus College 1969 — 1973
Bachelor of Science (BS), Economics and Political Science
Cunius School of Martial Arts May 2013 - Present
Daniel Pope Karate Institute February 1988 - May 2013
TruMark Financial Credit Union January 2011 - August 2012
Sovereign Bank June 2003 - December 2010
GEHR Plastics USA July 2005 - December 2006
Edward Jones 2001 - 2003
Skills
Martial Arts Master..., Loans, Retail Banking, Consumer Lending, Banking, Credit, Loan Origination, Cross Selling, Branch Management, Small Business Lending, Small Business, Equities, Financial Services, Customer Service, Branch Banking, Sales, Training
Education
Monsignor Bonner High School 1987 — 1991
Temple University
Computer Science
TruMark Financial Credit Union April 2013 - Present
Aesculap June 2012 - April 2013
FIRST SERVICE FEDERAL CREDIT UNION March 2004 - December 2011
FIRST SERVICE FEDERAL CREDIT UNION April 2002 - March 2004
Jack Morton Worldwide January 2000 - January 2001
Penn State University January 1999 - January 2000
GMAC MORTGAGE CORPORATION January 1992 - January 1999
GMAC MORTGAGE CORPORATION January 1996 - January 1998
Skills
Active Directory, Disaster Recovery, Servers, Windows Server, IT Management, System Administration, Network Administration, Windows, Windows Server 2003, Desktop Support, DNS, XP, DHCP, Computer Hardware, Troubleshooting, IT Operations, Operating Systems, Hardware, Windows 7, Laptops, Vendor Management, TCP/IP, Group Policy, Deployment, Windows Server 2008, Visio, Server Administration, Remote Desktop, Microsoft Exchange, Wireless Networking, Routers, WSUS, Hardware Support, Information Technology, Databases, Dell Computers, Cisco Technologies, Server Architecture, Windows Vista, Help Desk Support, Access, Software Installation, Software Documentation, Workstations, Printers, System Deployment, Antivirus, Networking, Microsoft Certified..., Technical Support
Education
Art Institute of Philadelphia 1997 — 2000
Computer Animation
Holy Family College 1995 — 1996
Computer Management
Ascena Retail Group, Inc. March 2011 - Present
Capmark August 1999 - March 2011
TruMark Financial Credit Union August 1996 - August 1999
Skills
Financial Analysis, Financial Reporting, Accounting, Variance Analysis, PeopleSoft, Sarbanes-Oxley, General Ledger, GAAP, Sarbanes-Oxley Act, Account Reconciliation, SEC filings, Auditing, Financial Statements, Financial Accounting, Internal Controls
Education
La Salle University - School of Business Administration 1992 — 1996
BS, Finance
TruMark Financial Credit Union Chairman of Family RoomRetired and enjoying lifeSeptember 2009 - June 2014
Skills
Strategic Planning, Team Building, Budgets, Customer Service, Public Speaking, Coaching, Risk Management, Fundraising, Leadership Development, Event Planning, Loans, Management, Leadership, Marketing Strategy, Negotiation, Nonprofits, Project Management, Microsoft Office, New Business Development, Process Improvement
Education
Gwynedd Mercy University 1994 — 1995
Business/Commerce, General
Abington high school
TruMark Financial Credit Union July 2013 - Present
TruMark Financial Credit Union December 2005 - Present
DEXSTA Federal Credit Union January 2005 - December 2005
Skills
Banking, IT Operations, Process Improvement, Vendor Management, Information Technology, Management, Disaster Recovery, Project Management, Strategic Planning, Business Intelligence, Leadership
Education
Rutgers, The State University of New Jersey-New Brunswick 1991 — 1995
BA
Philadelphia Financial Group, Inc June 2014 - Present
TruMark Financial Credit Union December 2008 - Present
Joyce & Associates P.C. March 2007 - June 2008
Casa Guadalupe Center December 2006 - February 2007
Skills
Customer Service, Bookkeeping, Loans, Microsoft Office, Data Entry, Team Leadership, Retail Banking, Account Reconciliation, Accounts Receivable, Accounts Payable, Partnership Taxation, Tax Preparation, ProSystem fx Tax, Social Media Blogging, Social Media, SQL, Google Analytics, WordPress, Accounting, Financial Accounting, Microsoft Excel, Microsoft Word
Education
Temple University - Fox School of Business and Management 2008 — 2012
BBA, Accounting Minor Management Information Systems
Lehigh Valley College 2005 — 2007
Associate of Science (AS), Accounting, 3.6
Tech USA August 2015 - Present
Aerotek March 2014 - August 2015
Party Magic 2007 - 2012
TruMark Financial Credit Union May 2009 - April 2011
Philadelphia 76ers June 2009 - September 2009
Skills
Social Media Marketing, Marketing, Recruiting
Education
Mount Ida College 2005 — 2009
Bachelor's degree, Sports Management
WIlliam Tennent High School 2001 — 2005
GED
New Era Cap February 2007 - Present
Fiserv July 2005 - January 2007
TruMark Financial Credit Union June 2004 - July 2005
Skills
Microsoft SQL Server, Crystal Reports, EDI, SAP, ERP, Business Intelligence
Education
Alfred University 1997 — 2001
Bachelor of Business Administration (B.B.A.), Management Information Systems, General, 3.60
SAP
Einstein Healthcare Network October 2013 - December 2013
Aria Health October 2013 - December 2013
TruMark Financial Credit Union October 2012 - August 2013
Norristown Bell Credit Union June 2010 - October 2012
Skills
Cpr Certified, Catheters, Nursing Process, Medication..., Patient Education, Vital Signs, Activities of Daily..., Maternity, Care Planning, Glucose Testing, Infant Feeding, Patient Asessment, Pain Management, NICU
Education
LaSalle University 2013 — 2015
BSN, Registered Nursing/Registered Nurse, GPA 3.89
Community College of Philadelphia 2010 — 2012
Associate of Arts and Sciences (AAS), Nursing Science, GPA 3.55
Immaculate Mary Home March 2011 - Present
Phila Fed Credit Union November 2005 - December 2011
TruMark Financial Credit Union October 1999 - December 2004
Skills
Customer Service, Public Speaking, Microsoft Excel, Research, Leadership, Event Planning
Education
Saint Joseph's University 1976 — 1980
BS Accounting; MBA Finl Mgmt
TruMark Financial Credit Union December 2012 - Present
Education
Chestnut Hill College 2010 — 2014
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General