Vision Financial
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Vision Financial Employees
Employee
Years
Job
Industry
Alexander Toll Alexander Toll's Vision Financial Experience September 2013 - October 2013
Job Financial Analyst at Aimco Apartment Homes
Industry Financial Services
Experience
AXA Advisors June 2014 - August 2014
Vision Financial September 2013 - October 2013
Fund for the Public Interest May 2012 - July 2012
El Patio June 2011 - July 2011
Einstein Bros. Bagels June 2008 - August 2008
Department of Regulatory Agencies (DORA) June 2008 - August 2008
Skills
Customer Service, Microsoft Excel, Time Management, Data Analysis, Public Speaking, PowerPoint, Teamwork, Financial Planning, Investments, Strategic Financial..., Information Technology, Team Leadership, Spanish, Translation, Budgeting, Problem Solving, Wealth Accumulation, Wealth Management, Microsoft Word
Education
Drake University 2011 — 2014
Bachelor of Science in Business Admininistration, Finance & Information Systems
High School 2009 — 2010
Country Day School 2008 — 2009
Kimball Union Academy 2007 — 2008
AXA Advisors June 2014 - August 2014
Vision Financial September 2013 - October 2013
Fund for the Public Interest May 2012 - July 2012
El Patio June 2011 - July 2011
Einstein Bros. Bagels June 2008 - August 2008
Department of Regulatory Agencies (DORA) June 2008 - August 2008
Skills
Customer Service, Microsoft Excel, Time Management, Data Analysis, Public Speaking, PowerPoint, Teamwork, Financial Planning, Investments, Strategic Financial..., Information Technology, Team Leadership, Spanish, Translation, Budgeting, Problem Solving, Wealth Accumulation, Wealth Management, Microsoft Word
Education
Drake University 2011 — 2014
Bachelor of Science in Business Admininistration, Finance & Information Systems
High School 2009 — 2010
Country Day School 2008 — 2009
Kimball Union Academy 2007 — 2008
Cailyn O'Donnell-Assid Cailyn O'Donnell-Assid's Vision Financial Experience July 2005 - May 2006
Job Financial Analyst at The Hanover Insurance Group
Industry Insurance
Experience
The Hanover Insurance Group September 2014 - Present
Aix Group - A member of The Hanover Insurance Group August 2011 - September 2014
The Hartford May 2007 - September 2011
Hartford (GRP) July 2006 - May 2007
Vision Financial July 2005 - May 2006
Skills
Journal Entries, Variance Analysis, Forecasting, Account Reconciliation, Accounts Receivable, Workers Compensation, Claim, Banking, Accounting, Customer Service, Analysis, Property & Casualty..., Auditing, Strategic Financial..., Financial Statements, Insurance, Microsoft Office, Financial Risk, Financial Reporting, Program Management, Internal Controls, Research, Employee Benefits, Financial Modeling, Access, Sarbanes-Oxley Act, Microsoft Excel, Financial Planning
Education
Keene State College 2002 — 2006
Bachelor of Science, Management
Sonoma State University 2004 — 2004
Business
University of Hartford Barney School of Business
Master, Business Administration
The Hanover Insurance Group September 2014 - Present
Aix Group - A member of The Hanover Insurance Group August 2011 - September 2014
The Hartford May 2007 - September 2011
Hartford (GRP) July 2006 - May 2007
Vision Financial July 2005 - May 2006
Skills
Journal Entries, Variance Analysis, Forecasting, Account Reconciliation, Accounts Receivable, Workers Compensation, Claim, Banking, Accounting, Customer Service, Analysis, Property & Casualty..., Auditing, Strategic Financial..., Financial Statements, Insurance, Microsoft Office, Financial Risk, Financial Reporting, Program Management, Internal Controls, Research, Employee Benefits, Financial Modeling, Access, Sarbanes-Oxley Act, Microsoft Excel, Financial Planning
Education
Keene State College 2002 — 2006
Bachelor of Science, Management
Sonoma State University 2004 — 2004
Business
University of Hartford Barney School of Business
Master, Business Administration
Alex Klatt Alex Klatt's Vision Financial Experience October 2012 - March 2013
Job IT Analyst at Liberty Mutual Insurance
Industry Computer Software
Experience
Liberty Mutual Insurance January 2014 - Present
AltX Group May 2011 - Present
Liberty Mutual Insurance May 2013 - August 2013
Vision Financial October 2012 - March 2013
Skills
C#, SQL, JavaScript, HTML, Java, Programming
Education
Keene State College 2010 — 2014
Computer Science
Exeter High School 2006 — 2010
Liberty Mutual Insurance January 2014 - Present
AltX Group May 2011 - Present
Liberty Mutual Insurance May 2013 - August 2013
Vision Financial October 2012 - March 2013
Skills
C#, SQL, JavaScript, HTML, Java, Programming
Education
Keene State College 2010 — 2014
Computer Science
Exeter High School 2006 — 2010
Melissa Westerhof, LLMSW Melissa Westerhof, LLMSW's Vision Financial Experience 2007 - 2009
Job Clinical Program Manager Robert Brown Crisis with Hope Network
Industry Mental Health Care
Experience
Hope Network February 2014 - Present
Pine Rest Christian Mental Health Services September 2013 - February 2014
Ottawa County Mental Health September 2012 - April 2013
The Center for Women in Transition September 2011 - April 2012
Vision Financial 2007 - 2009
Hope College 1999 - 2007
The Windquest Group 1996 - 1999
Fleetwood Group, Inc. 1993 - 1996
Skills
Technology Needs..., Program Development, Mental Health, Social Services, Motivational..., Critical Thinking, Microsoft Office, Group Therapy, Group Work, Trauma Work, Sexual Violence, Sexual Trauma, Multi Tasking, Teamwork, Creativity, Interprofessional..., Care Plans, Case Managment, Person Centered Planning, Team Leadership, Cross-functional Team..., Narrative Therapy, CBT, Customer Service, Risk Assessment, Psychological Assessment, Crisis Intervention, Interventions, Individual Counselling, Administrative Work, Works well in a team, Works well individually, Training, Grants, Psychotherapy, Case Management, Community Organizing, Psychology
Education
Grand Valley State University 2012 — 2013
Master's of Social Work
Grand Valley State University 2009 — 2012
Bachelor's of Social Work, Social Work
Hope Network February 2014 - Present
Pine Rest Christian Mental Health Services September 2013 - February 2014
Ottawa County Mental Health September 2012 - April 2013
The Center for Women in Transition September 2011 - April 2012
Vision Financial 2007 - 2009
Hope College 1999 - 2007
The Windquest Group 1996 - 1999
Fleetwood Group, Inc. 1993 - 1996
Skills
Technology Needs..., Program Development, Mental Health, Social Services, Motivational..., Critical Thinking, Microsoft Office, Group Therapy, Group Work, Trauma Work, Sexual Violence, Sexual Trauma, Multi Tasking, Teamwork, Creativity, Interprofessional..., Care Plans, Case Managment, Person Centered Planning, Team Leadership, Cross-functional Team..., Narrative Therapy, CBT, Customer Service, Risk Assessment, Psychological Assessment, Crisis Intervention, Interventions, Individual Counselling, Administrative Work, Works well in a team, Works well individually, Training, Grants, Psychotherapy, Case Management, Community Organizing, Psychology
Education
Grand Valley State University 2012 — 2013
Master's of Social Work
Grand Valley State University 2009 — 2012
Bachelor's of Social Work, Social Work
Doug Blair, CFP®, CFA Doug Blair, CFP®, CFA's Vision Financial Experience 1992 - 1993
Job Financial Advisor at PREISZ Financial
Industry Financial Services
Experience
PREISZ Financial October 2002 - Present
LPL Financial October 2002 - Present
Portland Community College and City of Portland 1999 - 2002
Independent Company - Self Employed 1993 - 1999
Vision Financial 1992 - 1993
Education
Linfield College
B.S., Business Management
PREISZ Financial October 2002 - Present
LPL Financial October 2002 - Present
Portland Community College and City of Portland 1999 - 2002
Independent Company - Self Employed 1993 - 1999
Vision Financial 1992 - 1993
Education
Linfield College
B.S., Business Management
Jill Chambers BN CFP CFDS's Vision Financial Experience May 2013 - December 2013
Job Advisor at Wealthco Financial Advisory Services
Industry Financial Services
Experience
Wealthco Financial Advisory Services January 2014 - Present
Vision Financial May 2013 - December 2013
Integrated Wealth Management` May 2011 - May 2013
Investors Group Financial Services Inc. February 2007 - May 2011
MB Health August 2005 - February 2007
Starbucks Coffee Company February 2005 - February 2007
Odyssey Health Services June 2004 - January 2005
Great-West Life May 1996 - June 2004
Skills
Healthcare, Investments, Insurance, Business Planning, Strategic Financial..., Small Business, Coaching, Team Leadership, Project Planning, Public Speaking, Strategic Planning, Customer Service, Sales Management, Financial Analysis, New Business Development, Business Strategy, Finance, Risk Management, Wealth Management, Financial Services, Wealth, Financial Planning, Retirement Planning
Education
Academy of Financial Divorce Specialists 2014 — 2014
Chartered Financial Divorce Specialist
Financial Planning Standards Council 2009 — 2010
CFP, certified financial planning
University of Manitoba 1974 — 1978
BN, nursing, psychology
Wealthco Financial Advisory Services January 2014 - Present
Vision Financial May 2013 - December 2013
Integrated Wealth Management` May 2011 - May 2013
Investors Group Financial Services Inc. February 2007 - May 2011
MB Health August 2005 - February 2007
Starbucks Coffee Company February 2005 - February 2007
Odyssey Health Services June 2004 - January 2005
Great-West Life May 1996 - June 2004
Skills
Healthcare, Investments, Insurance, Business Planning, Strategic Financial..., Small Business, Coaching, Team Leadership, Project Planning, Public Speaking, Strategic Planning, Customer Service, Sales Management, Financial Analysis, New Business Development, Business Strategy, Finance, Risk Management, Wealth Management, Financial Services, Wealth, Financial Planning, Retirement Planning
Education
Academy of Financial Divorce Specialists 2014 — 2014
Chartered Financial Divorce Specialist
Financial Planning Standards Council 2009 — 2010
CFP, certified financial planning
University of Manitoba 1974 — 1978
BN, nursing, psychology
Brad Smedley, ACS, ALHC Brad Smedley, ACS, ALHC's Vision Financial Experience July 1990 - January 1998
Job Technical Support Analyst at The Main Street America Group
Industry Insurance
Experience
The Main Street America Group January 2011 - Present
The Main Street America Group January 2005 - January 2011
The Main Street America Group January 1998 - January 2005
Vision Financial July 1990 - January 1998
PC Connection August 1988 - February 1990
Brookstone 1990 - 1990
Skills
Insurance, Customer Service, Strategy, Sales, Security, Technical Training, Employee Training, Customer Experience, Management, In depth reseach..., Research Ana, Training & Development, Corporate Communications, Workflow Analysis, Associate of Customer..., Associate of Life and..., Workflow, Organization, Personal Lines Insurance, Metrics Reporting, Volunteering
Education
Susquehanna University 1984 — 1988
Bachelor's degree, Marketing
The Main Street America Group January 2011 - Present
The Main Street America Group January 2005 - January 2011
The Main Street America Group January 1998 - January 2005
Vision Financial July 1990 - January 1998
PC Connection August 1988 - February 1990
Brookstone 1990 - 1990
Skills
Insurance, Customer Service, Strategy, Sales, Security, Technical Training, Employee Training, Customer Experience, Management, In depth reseach..., Research Ana, Training & Development, Corporate Communications, Workflow Analysis, Associate of Customer..., Associate of Life and..., Workflow, Organization, Personal Lines Insurance, Metrics Reporting, Volunteering
Education
Susquehanna University 1984 — 1988
Bachelor's degree, Marketing
Richard Gabelman's Vision Financial Experience May 2015 - Present
Job Marketing and Financial Planner Intern at Vision Financial
Industry Marketing and Advertising
Experience
Vision Financial May 2015 - Present
DICK'S Sporting Goods June 2014 - August 2014
Navy Lacrosse Camps May 2014 - August 2014
C.S. Lawn May 2013 - August 2013
Skills
Public Speaking, Team Leadership, Social Media, Social Media Marketing, Microsoft Excel, Strategic Planning, Marketing Strategy, Project Management, Marketing, Management, Time Management, Sports, Teamwork, Social Networking, Advertising, Facebook, Sales, Customer Service
Education
Saint Joseph's University 2013 — 2016
Marketing, Upcoming Senior
Saint Joseph's University 2012 — 2016
Marketing, Senior
Vision Financial May 2015 - Present
DICK'S Sporting Goods June 2014 - August 2014
Navy Lacrosse Camps May 2014 - August 2014
C.S. Lawn May 2013 - August 2013
Skills
Public Speaking, Team Leadership, Social Media, Social Media Marketing, Microsoft Excel, Strategic Planning, Marketing Strategy, Project Management, Marketing, Management, Time Management, Sports, Teamwork, Social Networking, Advertising, Facebook, Sales, Customer Service
Education
Saint Joseph's University 2013 — 2016
Marketing, Upcoming Senior
Saint Joseph's University 2012 — 2016
Marketing, Senior
Jack McGonegal's Vision Financial Experience 2007 - 2007
Job Admissions Specialist at Kaplan University
Industry Financial Services
Experience
Kaplan University July 2009 - Present
Kaplan University 2009 - 2012
Mortgage Max Solutions Group 2007 - 2008
Vision Financial 2007 - 2007
Imperial Lending 2006 - 2006
Skills
Proficient using..., Coaching for Excellence, Excellent verbal and..., Business, Small Business, Consulting, Financial Analysis, Educational Consulting, Interpersonal..., Written Communication, Leadership, Hiring, Sales, Marketing, Management, Time Management, Coaching, Human Resources, Enrollment Management, Admissions, CampusVue, Retaining Customers, Student Financial Aid, Student Recruiting, Recruiting, Staff Development, Adult Education, Leadership Development, Resume Writing, E-Learning, Higher Education, Distance Learning, Career Development, Admissions Counseling, Student Affairs, Career Counseling, Instructional Design, College Recruiting, Conflict Resolution, Employee Training, Public Speaking, Interviews, Organizational..., Educational Leadership, Curriculum Development, Curriculum Design, Customer Service, Campus
Education
Kaplan University 2012 — 2013
Masters in Business Administration, Project Management
Kaplan University 2012 — 2013
Masters in Project Management, Project Management, 4.0
Kaplan University 2010 — 2012
MBA, Business Administration and Management, General, 3.93
University of Iowa 1982 — 1987
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Kaplan University July 2009 - Present
Kaplan University 2009 - 2012
Mortgage Max Solutions Group 2007 - 2008
Vision Financial 2007 - 2007
Imperial Lending 2006 - 2006
Skills
Proficient using..., Coaching for Excellence, Excellent verbal and..., Business, Small Business, Consulting, Financial Analysis, Educational Consulting, Interpersonal..., Written Communication, Leadership, Hiring, Sales, Marketing, Management, Time Management, Coaching, Human Resources, Enrollment Management, Admissions, CampusVue, Retaining Customers, Student Financial Aid, Student Recruiting, Recruiting, Staff Development, Adult Education, Leadership Development, Resume Writing, E-Learning, Higher Education, Distance Learning, Career Development, Admissions Counseling, Student Affairs, Career Counseling, Instructional Design, College Recruiting, Conflict Resolution, Employee Training, Public Speaking, Interviews, Organizational..., Educational Leadership, Curriculum Development, Curriculum Design, Customer Service, Campus
Education
Kaplan University 2012 — 2013
Masters in Business Administration, Project Management
Kaplan University 2012 — 2013
Masters in Project Management, Project Management, 4.0
Kaplan University 2010 — 2012
MBA, Business Administration and Management, General, 3.93
University of Iowa 1982 — 1987
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Jeremie Pechmann's Vision Financial Experience August 2011 - August 2012
Job US Bank
Industry Banking
Experience
US Bank December 2014 - Present
Credit Control, LLC. September 2012 - October 2014
Vision Financial August 2011 - August 2012
Skills
Call Centers, Credit, Customer Service, Banking, Financial Services, Loans, Finance, Underwriting, Process Improvement, Vendor Management, Team Building, Management, Leadership, Coaching, Microsoft Office, Portfolio Management, Credit Cards
Education
University of Missouri-Saint Louis 2003 — 2006
MBA, Finance
Southern Illinois University, Carbondale 1997 — 2001
BS, Management
US Bank December 2014 - Present
Credit Control, LLC. September 2012 - October 2014
Vision Financial August 2011 - August 2012
Skills
Call Centers, Credit, Customer Service, Banking, Financial Services, Loans, Finance, Underwriting, Process Improvement, Vendor Management, Team Building, Management, Leadership, Coaching, Microsoft Office, Portfolio Management, Credit Cards
Education
University of Missouri-Saint Louis 2003 — 2006
MBA, Finance
Southern Illinois University, Carbondale 1997 — 2001
BS, Management
Eleanor Martin's Vision Financial Experience August 2012 - Present
Job Experienced in customer service
Industry Higher Education
Experience
Vision Financial August 2012 - Present
Keene State College September 2011 - January 2013
KSC Bookstore June 2006 - August 2011
Skills
PowerPoint, Microsoft Office, Event Planning, Higher Education
Education
Northfield Mount Hermon 2002 — 2006
High School Deploma
Keene State College
Vision Financial August 2012 - Present
Keene State College September 2011 - January 2013
KSC Bookstore June 2006 - August 2011
Skills
PowerPoint, Microsoft Office, Event Planning, Higher Education
Education
Northfield Mount Hermon 2002 — 2006
High School Deploma
Keene State College
Michael Puschaver's Vision Financial Experience November 2006 - September 2010
Job Sales Reporting Analyst at C&S Wholesale Grocers
Industry Financial Services
Experience
C&S Wholesale Grocers March 2013 - Present
Cold Comfort Farm March 2006 - Present
Kelly Services October 2010 - September 2011
Vision Financial November 2006 - September 2010
United Natural Foods November 2007 - November 2007
Masiello Employment Services, Inc. April 2005 - November 2005
Aetna July 2003 - March 2005
Aetna November 1998 - July 2003
Home & Castle Company 1996 - 1999
Griffin Hospital July 1994 - August 1998
Skills
Data Entry, Administrative Support, Typing, Cash Handling, Lockbox, Collections, Customer Service, Microsoft Excel, Accounts Receivable, Microsoft Word, Outlook, Microsoft Office, Healthcare, Databases, Spreadsheets, Software Documentation, PowerPoint, Customer Satisfaction, Telephone Skills, Medical Records, Medical Terminology, Phone Etiquette, Troubleshooting
Education
Stone Academy Hamden, CT 1993 — 1994
Medical Assistant Certificate, Medical Assisting
Mattatuck Community College 1989 — 1990
Liberal Arts
Stone Academy-Hamden
Certificate, Medical Office Assistant/Specialist
C&S Wholesale Grocers March 2013 - Present
Cold Comfort Farm March 2006 - Present
Kelly Services October 2010 - September 2011
Vision Financial November 2006 - September 2010
United Natural Foods November 2007 - November 2007
Masiello Employment Services, Inc. April 2005 - November 2005
Aetna July 2003 - March 2005
Aetna November 1998 - July 2003
Home & Castle Company 1996 - 1999
Griffin Hospital July 1994 - August 1998
Skills
Data Entry, Administrative Support, Typing, Cash Handling, Lockbox, Collections, Customer Service, Microsoft Excel, Accounts Receivable, Microsoft Word, Outlook, Microsoft Office, Healthcare, Databases, Spreadsheets, Software Documentation, PowerPoint, Customer Satisfaction, Telephone Skills, Medical Records, Medical Terminology, Phone Etiquette, Troubleshooting
Education
Stone Academy Hamden, CT 1993 — 1994
Medical Assistant Certificate, Medical Assisting
Mattatuck Community College 1989 — 1990
Liberal Arts
Stone Academy-Hamden
Certificate, Medical Office Assistant/Specialist
June Matthews's Vision Financial Experience January 2008 - June 2008
Job
Industry
Experience
Credit Management Company June 2011 - July 2012
DECO, LLC November 2008 - February 2011
VISION FINANCIAL January 2008 - June 2008
Wolpoff & Abramson April 1985 - March 2007
Skills
Leadership, Account Management, Sales, Team Building, Process Improvement, New Business Development, Program Management, Marketing, Customer Service, Direct Sales, Management, Healthcare, Customer Satisfaction, Project Management, Strategic Planning, Negotiation, Contract Negotiation, Performance Management, Training, Finance, Vendor Management, Budgets, Change Management, Outlook, Analysis, Operations Management, Policy, Business Process..., Revenue Cycle, Outsourcing, Data Analysis, CRM, Business Analysis, Organizational..., Medicaid, Coaching, Revenue Cycle Management, Executive Management, Medical Billing, Meditech, Physicians, Medicare, Managed Care, HIPAA, Healthcare Industry
Education
Washington Adventist University
Bachelor of Science (BS), Organizational Management
Lord Fairfax Community College
Associate of Arts (A.A.), Liberal Arts
Credit Management Company June 2011 - July 2012
DECO, LLC November 2008 - February 2011
VISION FINANCIAL January 2008 - June 2008
Wolpoff & Abramson April 1985 - March 2007
Skills
Leadership, Account Management, Sales, Team Building, Process Improvement, New Business Development, Program Management, Marketing, Customer Service, Direct Sales, Management, Healthcare, Customer Satisfaction, Project Management, Strategic Planning, Negotiation, Contract Negotiation, Performance Management, Training, Finance, Vendor Management, Budgets, Change Management, Outlook, Analysis, Operations Management, Policy, Business Process..., Revenue Cycle, Outsourcing, Data Analysis, CRM, Business Analysis, Organizational..., Medicaid, Coaching, Revenue Cycle Management, Executive Management, Medical Billing, Meditech, Physicians, Medicare, Managed Care, HIPAA, Healthcare Industry
Education
Washington Adventist University
Bachelor of Science (BS), Organizational Management
Lord Fairfax Community College
Associate of Arts (A.A.), Liberal Arts
David Fulco's Vision Financial Experience February 2004 - November 2007
Job Route Driver at E&M Distributors
Industry Food Production
Experience
E&M Distributors September 2011 - Present
E&M Distributors September 2011 - Present
Univar January 2008 - August 2011
Vision Financial February 2004 - November 2007
Skills
Class B CDL, Goldmine, Microsoft Excel, Lotus Notes, Microsoft Word, PowerPoint
Education
City University of New York-College of Staten Island
E&M Distributors September 2011 - Present
E&M Distributors September 2011 - Present
Univar January 2008 - August 2011
Vision Financial February 2004 - November 2007
Skills
Class B CDL, Goldmine, Microsoft Excel, Lotus Notes, Microsoft Word, PowerPoint
Education
City University of New York-College of Staten Island