Valley Forge Financial Group
Industry: Company
DescriptionFounded: 1967 Parent organization: M Financial GroupFeedbackDisclaimer Claim this knowledge panel Knowledge ResultSee outside Moved, closed, or was never hereReportValley Forge Financial GroupWebsiteDirections Saved (0) Saved Save 1 Google review Insurance agency in the King of Prussia, Pennsylvania Address: 1030 Old Valley Forge Rd, King of Prussia, PA 19406 Phone: (610) 783-6650: : Hours: : Website: : Place name: : Category: : Website: http://www.vffg.com/ Category: Insurance agency 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. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Valley Forge Financial Group Posting publicly on the Web Write a review Reviews 1 Google review
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Valley Forge Financial Group Employees
Employee
Years
Job
Industry
Chad Jaffee Chad Jaffee's Valley Forge Financial Group Experience September 2010 - Present
Job Principal at Valley Forge Financial Group, Inc.
Industry Financial Services
Experience
Valley Forge Financial Group September 2010 - Present
Skills
Estate Planning, Private Equity, Asset Managment, Investments, Tax, Strategy, Financial Advisory, High Net Worth..., Wealth, Employee Benefits, Alternative Investments, Finance, Business Planning, Strategic Financial..., Portfolio Management, Financial Services, Investment Strategies, Mutual Funds, Series 63, Valuation, Retirement Planning
Education
Indiana University - Kelley School of Business 2006 — 2010
BS, Finance
Valley Forge Financial Group September 2010 - Present
Skills
Estate Planning, Private Equity, Asset Managment, Investments, Tax, Strategy, Financial Advisory, High Net Worth..., Wealth, Employee Benefits, Alternative Investments, Finance, Business Planning, Strategic Financial..., Portfolio Management, Financial Services, Investment Strategies, Mutual Funds, Series 63, Valuation, Retirement Planning
Education
Indiana University - Kelley School of Business 2006 — 2010
BS, Finance
Rosalie Richards, AIF® Rosalie Richards, AIF®'s Valley Forge Financial Group Experience January 1998 - March 2001
Job Passionate about helping credit unions and their employees successfully navigate retirement
Industry Financial Services
Experience
CUNA Mutual Group March 2001 - Present
Valley Forge Financial Group January 1998 - March 2001
Education
Penn State University 2004 — 2008
Master's Degree, Instructional Systems, 4.0
University of Scranton 1993 — 1996
BA, English and History
CUNA Mutual Group March 2001 - Present
Valley Forge Financial Group January 1998 - March 2001
Education
Penn State University 2004 — 2008
Master's Degree, Instructional Systems, 4.0
University of Scranton 1993 — 1996
BA, English and History
David Siravo's Valley Forge Financial Group Experience December 2008 - May 2009
Job Compliance Administrator at Vanguard
Industry Financial Services
Experience
Vanguard March 2015 - Present
Vanguard August 2012 - March 2015
Accenture September 2009 - January 2013
Valley Forge Financial Group December 2008 - May 2009
Township of Lower Merion June 2008 - August 2008
Immaculata University June 2005 - August 2007
Skills
Microsoft Office, Microsoft Excel, Management, Leadership, PowerPoint, Analysis, Data Analysis, Financial Analysis, Investments, Finance, Requirements Analysis, SQL, DB2, Unix, Project Management, Business Requirements, System Testing, Quality Assurance, Mutual Funds, Portfolio Management, Risk Management
Education
Penn State University 2014 — 2017
Master of Business Administration (M.B.A.)
James Madison University - College of Business 2006 — 2009
BBA, Finance
Northeastern University 2005 — 2006
International Business
Universitat de Antwerpen
European Studies
Vanguard March 2015 - Present
Vanguard August 2012 - March 2015
Accenture September 2009 - January 2013
Valley Forge Financial Group December 2008 - May 2009
Township of Lower Merion June 2008 - August 2008
Immaculata University June 2005 - August 2007
Skills
Microsoft Office, Microsoft Excel, Management, Leadership, PowerPoint, Analysis, Data Analysis, Financial Analysis, Investments, Finance, Requirements Analysis, SQL, DB2, Unix, Project Management, Business Requirements, System Testing, Quality Assurance, Mutual Funds, Portfolio Management, Risk Management
Education
Penn State University 2014 — 2017
Master of Business Administration (M.B.A.)
James Madison University - College of Business 2006 — 2009
BBA, Finance
Northeastern University 2005 — 2006
International Business
Universitat de Antwerpen
European Studies
Derricke Camack's Valley Forge Financial Group Experience December 2014 - Present
Job Investment Research Analyst
Industry Financial Services
Experience
Valley Forge Financial Group December 2014 - Present
Vanguard March 2008 - August 2013
Capital Analysts Incorporated 2007 - 2007
Independence Blue Cross 2004 - 2006
Skills
Investments, Real Estate, Microsoft Office, Non-profit Accounting, Sales, Finance, Series 7, Series 63, Mortgage Lending, Securities, Asset Allocation, Bloomberg, Trading, Financial Analysis, Banking, Portfolio Management, Financial Services, Mutual Funds
Education
Drexel University - College of Business and Administration 2002 — 2005
Master of Business Administration (MBA), Finance/ Portfolio Management
Drexel University 1991 — 1997
Bachelor of Science (BS), Marketing
Drexel University - College of Business and Administration 1991 — 1997
Bachelor of Science (BS), Finance, General
Valley Forge Financial Group December 2014 - Present
Vanguard March 2008 - August 2013
Capital Analysts Incorporated 2007 - 2007
Independence Blue Cross 2004 - 2006
Skills
Investments, Real Estate, Microsoft Office, Non-profit Accounting, Sales, Finance, Series 7, Series 63, Mortgage Lending, Securities, Asset Allocation, Bloomberg, Trading, Financial Analysis, Banking, Portfolio Management, Financial Services, Mutual Funds
Education
Drexel University - College of Business and Administration 2002 — 2005
Master of Business Administration (MBA), Finance/ Portfolio Management
Drexel University 1991 — 1997
Bachelor of Science (BS), Marketing
Drexel University - College of Business and Administration 1991 — 1997
Bachelor of Science (BS), Finance, General
David J. Mumford David J. Mumford's Valley Forge Financial Group Experience 1992 - 1993
Job Director of Marketing Research & Data Analytics at The Institutes
Industry Insurance
Experience
The Institutes April 2013 - Present
Arcadia University January 2014 - May 2014
SEI January 2007 - March 2013
SEI August 2004 - August 2007
SEI August 1999 - August 2004
SEI January 1997 - January 1999
The Bryn Mawr Trust Company 1993 - 1997
Valley Forge Financial Group 1992 - 1993
Prudential Financial - Retirement Services 1989 - 1992
Preferred Benefits Corporation (Merrill Lynch) 1987 - 1989
Skills
Mutual Funds, Financial Services, Product Management, Strategy, Market Research, Analytics, Competitive Analysis, Business Planning, Strategic Planning, Management, Alternative Investments, Portfolio Management, Segmentation, Marketing Research, Vendor Management, Asset Management, Banking, Relationship Management, Data Analysis, Retirement, Benefits Administration, Microsoft Office, Financial Analysis, Asset Managment, Sales Operations, Marketing, Event Management, Cross Selling, Customer Relations, Sales Support, Event Planning, Social Media, Employee Engagement, Database Administration, Six Sigma, 401k, Performance Attribution, Project Management, Client Retention, Client Services, agile marketing, Analysis, Strategic Partnerships, Program Management, New Business Development, SPSS, Tableau, MS Excel Pivot Tables, Product Development, Sales
Education
Villanova University 2009 — 2009
Certification, Lean Six Sigma
Rosemont College 1997 — 1999
Bachelors of Science, Management, 3.87
The Institutes April 2013 - Present
Arcadia University January 2014 - May 2014
SEI January 2007 - March 2013
SEI August 2004 - August 2007
SEI August 1999 - August 2004
SEI January 1997 - January 1999
The Bryn Mawr Trust Company 1993 - 1997
Valley Forge Financial Group 1992 - 1993
Prudential Financial - Retirement Services 1989 - 1992
Preferred Benefits Corporation (Merrill Lynch) 1987 - 1989
Skills
Mutual Funds, Financial Services, Product Management, Strategy, Market Research, Analytics, Competitive Analysis, Business Planning, Strategic Planning, Management, Alternative Investments, Portfolio Management, Segmentation, Marketing Research, Vendor Management, Asset Management, Banking, Relationship Management, Data Analysis, Retirement, Benefits Administration, Microsoft Office, Financial Analysis, Asset Managment, Sales Operations, Marketing, Event Management, Cross Selling, Customer Relations, Sales Support, Event Planning, Social Media, Employee Engagement, Database Administration, Six Sigma, 401k, Performance Attribution, Project Management, Client Retention, Client Services, agile marketing, Analysis, Strategic Partnerships, Program Management, New Business Development, SPSS, Tableau, MS Excel Pivot Tables, Product Development, Sales
Education
Villanova University 2009 — 2009
Certification, Lean Six Sigma
Rosemont College 1997 — 1999
Bachelors of Science, Management, 3.87
Chris Mihok Chris Mihok's Valley Forge Financial Group Experience June 2008 - August 2008
Job Investment Banking Associate at Keefe, Bruyette & Woods
Industry Investment Banking
Experience
Keefe, Bruyette & Woods February 2013 - Present
Keefe, Bruyette & Woods July 2010 - February 2013
Vanguard May 2009 - August 2009
Valley Forge Financial Group June 2008 - August 2008
Education
University of Richmond 2006 — 2010
Bachelor of Science in Business Administration, Finance and Accounting
Charles University in Prague 2008 — 2008
Economics
Conestoga High School
Keefe, Bruyette & Woods February 2013 - Present
Keefe, Bruyette & Woods July 2010 - February 2013
Vanguard May 2009 - August 2009
Valley Forge Financial Group June 2008 - August 2008
Education
University of Richmond 2006 — 2010
Bachelor of Science in Business Administration, Finance and Accounting
Charles University in Prague 2008 — 2008
Economics
Conestoga High School
Manish Upadhyay CIMA's Valley Forge Financial Group Experience January 2003 - June 2012
Job Portfolio Manager at JFS Wealth Advisors
Industry Financial Services
Experience
JFS Wealth Advisors October 2015 - Present
Comprehensive Investment Solutions, LLC July 2012 - September 2015
Valley Forge Financial Group January 2003 - June 2012
Valley Forge Financial Group January 2001 - June 2012
Skills
Investments, Portfolio Management, Private Equity, Alternative Investments, Asset Allocation, Due Diligence, Research, Financial Planning, Investment Strategies, Mutual Funds, Equities, Asset Management, Investment Advisory, Wealth Management, Strategic Financial...
Education
University of Maryland Baltimore County 1996 — 2000
BA, Economics
JFS Wealth Advisors October 2015 - Present
Comprehensive Investment Solutions, LLC July 2012 - September 2015
Valley Forge Financial Group January 2003 - June 2012
Valley Forge Financial Group January 2001 - June 2012
Skills
Investments, Portfolio Management, Private Equity, Alternative Investments, Asset Allocation, Due Diligence, Research, Financial Planning, Investment Strategies, Mutual Funds, Equities, Asset Management, Investment Advisory, Wealth Management, Strategic Financial...
Education
University of Maryland Baltimore County 1996 — 2000
BA, Economics
Randall Juzwiak's Valley Forge Financial Group Experience December 2014 - January 2015
Job Summer Intern at Canaras Capital Management
Industry Financial Services
Experience
Canaras Capital Management May 2015 - Present
Valley Forge Financial Group December 2014 - January 2015
Gilbane Building Company June 2014 - August 2014
Clementon Park & Splash World June 2013 - September 2013
Skills
Microsoft Office, Matlab, Microsoft Word, PowerPoint, Microsoft Excel, Leadership, Customer Service, Team Leadership, Public Speaking, Team Building, Project Planning, Data Analysis, Research, AutoCAD, Solidworks
Education
Villanova University 2011 — 2016
Bachelor of Science (BS), Mechanical Engineering
Eastern University 2011 — 2015
Bachelor of Arts (BA), Mathematics
Canaras Capital Management May 2015 - Present
Valley Forge Financial Group December 2014 - January 2015
Gilbane Building Company June 2014 - August 2014
Clementon Park & Splash World June 2013 - September 2013
Skills
Microsoft Office, Matlab, Microsoft Word, PowerPoint, Microsoft Excel, Leadership, Customer Service, Team Leadership, Public Speaking, Team Building, Project Planning, Data Analysis, Research, AutoCAD, Solidworks
Education
Villanova University 2011 — 2016
Bachelor of Science (BS), Mechanical Engineering
Eastern University 2011 — 2015
Bachelor of Arts (BA), Mathematics
D. Joseph Ferris, Esq.'s Valley Forge Financial Group Experience December 2012 - June 2013
Job Litigator at Brown McGarry Nimeroff LLC
Industry Law Practice
Experience
Brown McGarry Nimeroff July 2013 - Present
Valley Forge Financial Group December 2012 - June 2013
Philadelphia Court of Common Pleas May 2010 - September 2010
Skills
Microsoft Word, Research, Microsoft Excel, English, Outlook, Microsoft Office, Windows, Public Speaking, LexisNexis Legal..., Appellate Practice, Contract Law, Subrogation, Workers Compensation, Fiduciary Duties, Legal Writing, Fiduciary, Legal Research, Litigation, Legal Issues, Westlaw, Courts
Education
Villanova University School of Law 2010 — 2012
Juris Doctorate, Law
Widener University School of Law 2009 — 2010
Transferred
Purdue University 2004 — 2008
Political Science and Management, Geopolitics, Honors
Brown McGarry Nimeroff July 2013 - Present
Valley Forge Financial Group December 2012 - June 2013
Philadelphia Court of Common Pleas May 2010 - September 2010
Skills
Microsoft Word, Research, Microsoft Excel, English, Outlook, Microsoft Office, Windows, Public Speaking, LexisNexis Legal..., Appellate Practice, Contract Law, Subrogation, Workers Compensation, Fiduciary Duties, Legal Writing, Fiduciary, Legal Research, Litigation, Legal Issues, Westlaw, Courts
Education
Villanova University School of Law 2010 — 2012
Juris Doctorate, Law
Widener University School of Law 2009 — 2010
Transferred
Purdue University 2004 — 2008
Political Science and Management, Geopolitics, Honors
A.J. Femminello A.J. Femminello's Valley Forge Financial Group Experience March 2014 - Present
Job Wealth Transfer Analyst
Industry Law Practice
Experience
Valley Forge Financial Group March 2014 - Present
AXA Advisors September 2013 - February 2014
Delaware County Office of the District Attorney May 2012 - April 2013
Gallagher, Schoenfeld, Surkin, Chupein, & Demis June 2011 - August 2011
New York City Department of Transportation June 2010 - August 2010
New York City Department of Transportation June 2009 - August 2009
Skills
Finance, Litigation, Corporate Law, Employment Law, Legal Research, Microsoft Office, Hearings, Financial Advisory, Estate Planning, Asset Management, Financial Services, Business Analysis, Business Strategy, Stock Market Analysis, Insurance, Bond Markets, Compliance, Legal Writing, Public Speaking, Criminal Law, Estate Tax Planning, Windows, Mac OS, Microsoft Excel
Education
Villanova University School of Law 2010 — 2013
Doctor of Law (JD)
Villanova University Graduate School of Business 2011 — 2013
Master of Business Administration (MBA)
Cornell University 2006 — 2010
Bachelor of Science (B.S.), Industrial and Labor Relations
Valley Forge Financial Group March 2014 - Present
AXA Advisors September 2013 - February 2014
Delaware County Office of the District Attorney May 2012 - April 2013
Gallagher, Schoenfeld, Surkin, Chupein, & Demis June 2011 - August 2011
New York City Department of Transportation June 2010 - August 2010
New York City Department of Transportation June 2009 - August 2009
Skills
Finance, Litigation, Corporate Law, Employment Law, Legal Research, Microsoft Office, Hearings, Financial Advisory, Estate Planning, Asset Management, Financial Services, Business Analysis, Business Strategy, Stock Market Analysis, Insurance, Bond Markets, Compliance, Legal Writing, Public Speaking, Criminal Law, Estate Tax Planning, Windows, Mac OS, Microsoft Excel
Education
Villanova University School of Law 2010 — 2013
Doctor of Law (JD)
Villanova University Graduate School of Business 2011 — 2013
Master of Business Administration (MBA)
Cornell University 2006 — 2010
Bachelor of Science (B.S.), Industrial and Labor Relations
Daniel Mallon's Valley Forge Financial Group Experience May 2014 - August 2014
Job Brand Ambassador at Next Step Realty
Industry Financial Services
Experience
The Next Step Realty October 2014 - Present
Malvern Paoli Legion Baseball May 2014 - Present
Valley Forge Financial Group May 2014 - August 2014
Northwestern Mutual May 2013 - August 2013
Skills
Strategic Financial..., Investments, Spanish, Microsoft Office, Social Media, Communication, Strategic Planning, Marketing, Microsoft Excel, Analysis, Finance, Financial Analysis, Wealth Management
Education
Penn State University 2014 — 2016
Bachelor's Degree, Economics
Great Valley High School 2008 — 2012
The Next Step Realty October 2014 - Present
Malvern Paoli Legion Baseball May 2014 - Present
Valley Forge Financial Group May 2014 - August 2014
Northwestern Mutual May 2013 - August 2013
Skills
Strategic Financial..., Investments, Spanish, Microsoft Office, Social Media, Communication, Strategic Planning, Marketing, Microsoft Excel, Analysis, Finance, Financial Analysis, Wealth Management
Education
Penn State University 2014 — 2016
Bachelor's Degree, Economics
Great Valley High School 2008 — 2012
Jay Steele's Valley Forge Financial Group Experience July 2013 - March 2014
Job President / Entrepreneur
Industry Consumer Services
Experience
Michener Lawn & Landscape March 2014 - Present
Valley Forge Financial Group July 2013 - March 2014
JKJ Financial Services November 2011 - March 2013
1934 Group March 2001 - January 2012
Aetna 1997 - 2001
Aetna US Healthcare 1993 - 1997
Skills
Qualified Retirement..., 401k, 403 b, Retirement Plan..., Deferred Compensation, Non-Qualified Deferred..., Fiduciary Services, Investments, Captives, Managed Care, Medicare, Negotiation, Retirement Planning
Education
Penn State University 1984 — 1989
Bachelor of Science, Insurance and Real Estate
Central Bucks West
Series 6, 26, and 65 licenses with FINRA
Michener Lawn & Landscape March 2014 - Present
Valley Forge Financial Group July 2013 - March 2014
JKJ Financial Services November 2011 - March 2013
1934 Group March 2001 - January 2012
Aetna 1997 - 2001
Aetna US Healthcare 1993 - 1997
Skills
Qualified Retirement..., 401k, 403 b, Retirement Plan..., Deferred Compensation, Non-Qualified Deferred..., Fiduciary Services, Investments, Captives, Managed Care, Medicare, Negotiation, Retirement Planning
Education
Penn State University 1984 — 1989
Bachelor of Science, Insurance and Real Estate
Central Bucks West
Series 6, 26, and 65 licenses with FINRA
Edward McNicholas's Valley Forge Financial Group Experience August 1994 - Present
Job Director Valley Forge Investment Consultants, Inc.
Industry Financial Services
Experience
Valley Forge Financial Group August 1994 - Present
Skills
Accredited Investment..., Chartered Retirement..., Chartered Retirement..., Qualified Pension...
Education
Saint Joseph's University - Erivan K. Haub School of Business 1990 — 1999
Masters, Corporate Finance
Philadelphia University 1987 — 1989
Drexel University 1984 — 1986
Business Administration and Management, General
Valley Forge Financial Group August 1994 - Present
Skills
Accredited Investment..., Chartered Retirement..., Chartered Retirement..., Qualified Pension...
Education
Saint Joseph's University - Erivan K. Haub School of Business 1990 — 1999
Masters, Corporate Finance
Philadelphia University 1987 — 1989
Drexel University 1984 — 1986
Business Administration and Management, General
Melissa Book-Eberly's Valley Forge Financial Group Experience June 2000 - May 2001
Job Internal Auditor at Lancaster General Health
Industry Accounting
Experience
Smoker and Company September 2011 - Present
Lancaster General Health February 2013 - April 2013
Clifton Gunderson LLP June 2010 - August 2011
Stockton Bates, LLP October 2001 - May 2010
Valley Forge Financial Group June 2000 - May 2001
eSolutions, LLC June 2000 - October 2000
Education
Immaculata University 1997 — 2001
Bachelor's degree, Accounting
Lancaster Catholic High School 1997 — 1997
Smoker and Company September 2011 - Present
Lancaster General Health February 2013 - April 2013
Clifton Gunderson LLP June 2010 - August 2011
Stockton Bates, LLP October 2001 - May 2010
Valley Forge Financial Group June 2000 - May 2001
eSolutions, LLC June 2000 - October 2000
Education
Immaculata University 1997 — 2001
Bachelor's degree, Accounting
Lancaster Catholic High School 1997 — 1997
Sharon Cavanaugh's Valley Forge Financial Group Experience January 1990 - January 1993
Job Sr Client Executive at Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions December 2012 - Present
Wells Fargo January 2006 - November 2012
CUNA July 2001 - August 2006
CUNA Mutual Group January 2001 - January 2006
Fidelity Investments February 2000 - August 2001
Fidelity Investments January 2000 - January 2001
CORE PARTNERS CLIENT SERVICES January 1993 - January 2000
BISYS Fund Services 1993 - 2000
Valley Forge Financial Group January 1990 - January 1993
Skills
Pensions, Mergers, Business Planning, Human Resources, Defined Benefit, 401k, Employee Benefits, Series 7, Investments, Retirement Planning, Strategic Financial..., Mutual Funds, Wealth Management, Leadership, Banking, Mergers & Acquisitions, Management
Education
Shippensburg University of Pennsylvania 2009 — 2013
MBA, Human Resources
Thomas Edison State College 2005 — 2008
BSBA, Human Resources Management
Delaware Valley College 1978 — 1979
B.S, Ornamental Horticulture
Transamerica Retirement Solutions December 2012 - Present
Wells Fargo January 2006 - November 2012
CUNA July 2001 - August 2006
CUNA Mutual Group January 2001 - January 2006
Fidelity Investments February 2000 - August 2001
Fidelity Investments January 2000 - January 2001
CORE PARTNERS CLIENT SERVICES January 1993 - January 2000
BISYS Fund Services 1993 - 2000
Valley Forge Financial Group January 1990 - January 1993
Skills
Pensions, Mergers, Business Planning, Human Resources, Defined Benefit, 401k, Employee Benefits, Series 7, Investments, Retirement Planning, Strategic Financial..., Mutual Funds, Wealth Management, Leadership, Banking, Mergers & Acquisitions, Management
Education
Shippensburg University of Pennsylvania 2009 — 2013
MBA, Human Resources
Thomas Edison State College 2005 — 2008
BSBA, Human Resources Management
Delaware Valley College 1978 — 1979
B.S, Ornamental Horticulture
Susan W. O'Donnell's Valley Forge Financial Group Experience September 1996 - November 2005
Job Wealth Planner at Wilmington Trust Company/M & T Bank
Industry Financial Services
Experience
Wilmington Trust Company/M&T Bank March 2015 - Present
Brett Senior & Associates, P.C. December 2014 - March 2015
The Bryn Mawr Trust Company August 2009 - December 2014
Brett Senior & Associates November 2005 - August 2009
Valley Forge Financial Group September 1996 - November 2005
Skills
Estate Administration, Estate Planning, Wealth Management, Trust Management, Financial Planning, Retirement Planning, High Net Worth..., Wealth Management..., Estate Tax Planning, Wealth, Tax Planning
Education
Villanova University School of Law 1994 — 1997
Master of Laws (LLM), Taxation
Widener University School of Law 1988 — 1991
JD, Law
Duke University
Bachelor of Arts (B.A.)
Wilmington Trust Company/M&T Bank March 2015 - Present
Brett Senior & Associates, P.C. December 2014 - March 2015
The Bryn Mawr Trust Company August 2009 - December 2014
Brett Senior & Associates November 2005 - August 2009
Valley Forge Financial Group September 1996 - November 2005
Skills
Estate Administration, Estate Planning, Wealth Management, Trust Management, Financial Planning, Retirement Planning, High Net Worth..., Wealth Management..., Estate Tax Planning, Wealth, Tax Planning
Education
Villanova University School of Law 1994 — 1997
Master of Laws (LLM), Taxation
Widener University School of Law 1988 — 1991
JD, Law
Duke University
Bachelor of Arts (B.A.)
Michelle DiNapoli's Valley Forge Financial Group Experience March 2007 - Present
Job Compliance Specialist / Retirement Plan Analyst at Valley Forge Financial Group
Industry Financial Services
Experience
Valley Forge Financial Group March 2007 - Present
Kistler & DiNapoli, Inc dba Minuteman Press May 1998 - January 2007
Skills
Financial Analysis
Education
Elizabethtown College
Rutgers, The State University of New Jersey-Camden
Mathematics
Valley Forge Financial Group March 2007 - Present
Kistler & DiNapoli, Inc dba Minuteman Press May 1998 - January 2007
Skills
Financial Analysis
Education
Elizabethtown College
Rutgers, The State University of New Jersey-Camden
Mathematics
Heather Levins's Valley Forge Financial Group Experience October 2012 - Present
Job Operations at Valley Forge Financial Group
Industry Investment Management
Experience
Valley Forge Financial Group October 2012 - Present
Long Island University September 2008 - June 2012
Long Island University August 2007 - September 2008
Bucknell University September 2004 - August 2007
Skills
Microsoft Office, Public Speaking, Higher Education, Event Planning, Lacrosse, Sports
Education
The University of Connecticut 1999 — 2003
Bachelor's degree, Sociology
Valley Forge Financial Group October 2012 - Present
Long Island University September 2008 - June 2012
Long Island University August 2007 - September 2008
Bucknell University September 2004 - August 2007
Skills
Microsoft Office, Public Speaking, Higher Education, Event Planning, Lacrosse, Sports
Education
The University of Connecticut 1999 — 2003
Bachelor's degree, Sociology
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY