Willow Financial Bank
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Willow Financial Bank Employees
Coldwell Banker Hearthside, Realtors(r) June 2013 - Present
The People's Choice Real Estate January 2011 - June 2013
Willow Financial Bank July 2007 - June 2011
Skills
Real Estate Investor, Contract Negotiation, Listing Homes, Buyer Representation, First Time Home Buyers, Move Up Buyers, Downsizing, Home Enhancement, Customer Service, Managing Deadlines, Internet Strategy, Short Sales, Investments, Sellers, Foreclosures, Finance, Investment Properties
Education
American Real Estate Institute
Temple University 1990 — 1995
Bachelor of Arts, Communications
Archbishop Wood 1986 — 1990
Language Services Associates May 2015 - Present
MobilexUSA July 2008 - May 2015
Willow Financial Bank May 2007 - July 2008
CitiFinancial August 2006 - May 2007
Skills
Call Centers, Leadership, Recruiting, Customer Service, Analysis, Time Management, Sales, Strategic Planning, Teamwork, Banking, Insurance, Policy, Selling, Coaching, Healthcare, Management
Education
Penn State University 2000 — 2002
SunGard April 2012 - Present
SunGard November 2008 - April 2012
Willow Financial Bank December 2004 - October 2008
Skills
Employee Benefits, Benefits Administration, Change Management, Onboarding, Management, Talent Management, Personnel Management, Training, Strategic Planning, Process Improvement, Leadership, Deferred Compensation, Microsoft Office, Interviews, Succession Planning, SDLC, Microsoft Excel, Applicant Tracking..., Project Management, Human Resources, HRIS
Education
West Chester University of Pennsylvania 2006 — 2011
Masters, Human Resources Management
Bloomsburg University of Pennsylvania 2000 — 2004
Bachelors, Business Administration
McDermott Advisory Group, LLC October 2014 - Present
4DIQ January 2013 - October 2014
Univest Bank and Trust Company June 2010 - October 2012
RKM Advisors, Inc. December 2008 - 2010
Willow Financial Bank 2006 - 2008
First National Bank of Chester County 1996 - 2006
CoreStates Capital Markets 1990 - 1996
Skills
Financial Planning, Asset Management, Portfolio Management, Investments, Asset Managment, Strategic Financial..., Investment Advisory, Wealth Management, Data Analysis, Statistics, SAS, R, Python, Asset Allocation, Analytics, Investment Management, Financial Reporting, Analysis, Mutual Funds, Management, Risk Management, Banking, Fixed Income, Retirement Planning, Finance
Education
West Chester University of Pennsylvania 2012 — 2015
Masters, Applied Statistics
New York University 2008 — 2009
Certificate in Financial Planning
Edinboro University of Pennsylvania 1983 — 1987
economics, Finance, General
Cathedral Prep
U-Combination Technology March 2013 - January 2015
US EPA June 2012 - January 2013
Self Employed June 2003 - June 2012
Lockheed Martin November 2008 - November 2009
Willow Financial Bank June 2006 - May 2008
Skills
Servers, VMware, Troubleshooting, VPN, Hardware, Citrix, System Administration, Group Policy, Windows, Software Documentation, Help Desk Support, Networking, BMC Remedy, Active Directory, Windows Server, Windows XP, Laptops
Education
Penn State University 2011 — 2013
Master of Business Administration (M.B.A.)
Penn State University 2011 — 2013
Master of Business Administration (M.B.A.), Entrepreneurial and Small Business Operations
Penn State University 2009 — 2011
Master of Information Science, Information Science Management
DeVry University 2004 — 2006
Technical Management, Computer Engineering & Management
Cittone Institute 2002 — 2003
Network Administor, PC Systems & Networking Technology
Willow Financial Bank 2005 - December 2008
Mobility Technologies April 2005 - November 2005
Cingular Wireless 1993 - 2004
Meridian Bank January 1982 - January 1993
Skills
Management, Banking, Microsoft Word
Education
Bucks County Community College 1990 — 1992
AAS, Banking
Valley Green Bank October 2010 - Present
Univest May 2009 - September 2010
Willow Financial Bank June 2006 - April 2009
M&T Bank 2001 - 2006
PNC Financial Services Group 1999 - 2001
Skills
Commercial Lending, Commercial Banking, Small Business Lending, Credit, Commercial Mortgages, Asset Based Lending, Mortgage Lending, Construction Loans, Investments, Middle Market, Finance, Loans
Education
The London School of Economics and Political Science (LSE) 1995 — 1995
Saint Joseph's University 1981 — 1985
BA, Economics
Country Day School of the Sacred Heart 1978 — 1981
NJM Enterprises May 2005 - Present
Willow Financial Bank January 2006 - December 2008
Asset HR Solutions 2002 - 2006
Bristol-Myers Squibb 2003 - 2004
Rightime Econometrics, Inc. January 1995 - December 2001
Walsh America 1992 - 1994
International SOS Assistance, Inc. 1990 - 1992
A.P. Orleans Construction Corp. 1986 - 1990
Skills
Banking, Human Resources, Customer Service, Coaching, Strategic Planning, Management, Personnel Management, Small Business, Wellness, Nutrition, Event Management, Training, Recruiting, Software Documentation
Education
Montgomery County Community College
Business Administration
Temple University
Labor Relations
Seedcopa June 2012 - Present
SOUTH EASTERN ECONOMIC DEVELOPMENT OF PENNSYLVANIA (SEEDCOPA) October 2007 - May 2012
Willow Financial Bank 2007 - 2008
Sovereign Bank 2005 - 2007
Skills
Loans, Small Business Lending, Commercial Lending, SBA, Credit, Commercial Real Estate, Management, Commercial Banking, Credit Analysis, Start-ups, Finance, Business Development, Banking, Real Estate, Program Management, Strategic Planning, New Business Development, Portfolio Management, Loan Origination, Investments, Commercial Mortgages, Asset Based Lending
Education
Shippensburg University of Pennsylvania 1987 — 1992
B.S. in Education
Alvernia College
ARRIS January 2015 - Present
Keynote Speaker January 2010 - Present
Jump Start Your Job Search December 2008 - Present
Pinnacle Group October 2014 - December 2014
Saint-Gobain January 2012 - July 2014
Saint-Gobain April 2011 - December 2011
AstraZeneca March 2009 - March 2011
Right Management January 2009 - March 2009
Willow Financial Bank 2005 - 2008
First National Bank of Chester County 1999 - 2005
Skills
Training, Organizational..., Leadership, Talent Management, Employee Training, Performance Management, Human Resources, Management, Leadership Development, Team Building, Coaching, Workshop Facilitation, Project Management, Public Speaking, Strategic Planning, Strategy, Event Planning, Interviews, Staff Development, Career Development, Networking, Microsoft Office, Instructional Design, Career Counseling, Team Leadership, Event Management, Program Management, Coordinating Events, Change Management, Employee Engagement, Organizational..., Training Delivery, Executive Coaching, Onboarding, Communication, Stakeholder Engagement, Organizational Design, 360 Feedback, Career Management, Performance Improvement, Personnel Management, Culture Change, Management Development, Department Management, Learning Management, Organizational..., Career Development...
Education
Penn State University-Great Valley Campus
Masters of Education, Instructional Systems and Design
Grove City College
Bachelor of Arts (B.A.), Business Administration and Management, General
AlliedBarton Security Services June 2013 - Present
Allied Barton Security Services July 2009 - June 2013
Willow Financial Bank December 2005 - February 2009
Harleysville National Bank July 2000 - December 2005
Skills
Investigation, Customer Service, Security, Physical Security, Access Control, Private Investigations, Alarm Systems, Fraud, Team Leadership, Leadership, Personnel Security, Microsoft Office, Microsoft Excel, Enforcement, Microsoft Word, Team Building, Computer Security, Law Enforcement
Education
West Chester University of Pennsylvania 1992 — 1994
Masters, Criminal Justice
Alvernia University 1990 — 1992
Bachelors, Criminal Justice
Valley Country Club June 2014 - Present
The Club at Rolling Hills June 2013 - May 2014
EDMC 2011 - 2012
Tact January 2010 - June 2011
ECC March 2008 - December 2009
AmerisourceBergen September 2007 - March 2008
Willow Financial Bank October 2005 - September 2007
Skills
Customer Service, Cold Calling Experience, Experience Working with..., Teaching, Teacher Training, Sales, Banking, Account Reconciliation, Event Planning, Hospitality, Computer Proficiency, Curriculum Development, Research, Active Top Secret..., Marketing, Social Networking, Training, Public Speaking, Management, Social Media, Leadership
Education
Temple University 1999 — 2003
Bachelor of Arts (B.A.), Communication and Media Studies
University of Pittsburgh 1998 — 1999
Tennessee Valley Authority June 2015 - Present
Tennessee Valley Authority January 2011 - June 2015
Day & Zimmermann January 2011 - June 2015
Day & Zimmermann February 2010 - January 2011
Pennsylvania State Police June 2008 - October 2009
Ephrata National Bank January 2007 - May 2008
Willow Financial Bank May 2000 - December 2006
Skills
Budgets, Project Control, Strategy, Nuclear, Power Plants, Cost Control, New Business Development, Primavera P6, Power Generation, Auditing, Earned Value Management, Contract Management, Banking, Project Planning, Energy, Construction, Process Scheduler, Cost Management, MS Project, Project Engineering, CPM Scheduling, Credit Analysis, Consumer Lending, Customer Service..., Cold Calling, Project Estimation, Forecasting, SAP, Factory, Supervisory Skills, Nuclear Engineering, Management, Maximo, Steam Turbines, Turbines, Microsoft Project
Education
Pennsylvania State Police Academy 2008 — 2008
Pensacola Christian College 1998 — 2002
B.S, Business Management
AmeriHealth Caritas July 2013 - Present
Security Alarm Monitoring, Inc. April 2013 - July 2014
The AmeriHealth Mercy Family of Companies September 2011 - January 2013
Telmart Institute of Marketing, Inc August 2010 - August 2011
Fulton Financial Services April 2010 - July 2010
Harleysville National Bank December 2008 - April 2010
Willow Financial Bank September 2007 - December 2008
Skills
Banking, Customer Service, Customer Satisfaction, Medicaid, Image Processing, Proof, Data Entry, Leadership, Troubleshooting
Education
Mansfield University of Pennsylvania 2003 — 2007
Robert Half Legal May 2014 - August 2015
Dechert LLP February 2014 - May 2014
The Climate Reality Project January 2012 - June 2012
Office of Special Projects May 2011 - December 2011
Scitecs December 2010 - January 2011
Leukaemia & Lymphoma Research April 2010 - August 2010
Penn State Educational Partnership Program January 2009 - April 2009
S. Daniel Abraham Center for Middle East Peace July 2008 - August 2008
Willow Financial Bank November 2005 - December 2007
Mosaic Foundation May 2007 - August 2007
Skills
Recruiting, Research, Databases, Public Relations, Nonprofits, Fundraising, Microsoft Office, Arabic, International Relations, Event Management, Event Planning, Grant Writing, Teamwork, Analysis, Salesforce.com, OS X, Mac OS X, Westlaw, Communication, Intercultural..., Social Media, Management, Press Releases, Marketing, Social Networking, PowerPoint
Education
Villanova University 2013 — 2013
Paralegal Certificate Program, Paralegal Studies
Hult International Business School 2009 — 2010
Master of Arts, International Relations
Penn State University 2005 — 2009
Bachelor of Arts, Global Studies - Contemporary History & Politics
University of Westminster 2008 — 2008
Political science and history concentration
? February 2012 - Present
Home January 2010 - Present
Firstrust Bank March 2009 - February 2012
Public Savings Bank February 2008 - October 2008
Willow Financial Bank March 2001 - November 2006
hudson united bank 2000 - 2001
phila board of ed 1981 - 1995
Skills
Microsoft Office, Customer Service, task organization, Data Input, Customer Relations, Excel, Word, Teaching, Banking, Microsoft Word, Microsoft Excel, Data Entry, Task Management, Loans, Outlook
Education
Temple University 1962 — 1967
BS, Education
Temple University 1962 — 1966
bs, education
Girls High
NRG Energy March 2011 - Present
The Hartford September 2008 - November 2010
Willow Financial Bank March 2007 - September 2008
Education
Shippensburg University of Pennsylvania 1999 — 2003
Bachelors, Communications
Susquehanna Township High School 1995 — 1999
Albridge, an Affiliate of Pershing July 2015 - Present
Capital Guardian LLC June 2013 - March 2015
Albridge, an Affiliate of Pershing June 2010 - June 2013
Bank of New York / Pershing - Albridge Solutions June 2009 - June 2010
PNC Global Investment Services June 2008 - June 2009
PNC Global Investment Services - Albridge Solutions September 2007 - June 2008
Willow Financial Bank March 2006 - September 2007
PFPC 2001 - 2006
J.P January 2000 - January 2001
Delaware Investments, a member of the Macquarie Group February 1997 - January 2000
Skills
Documentation, Financial Reporting, Supervisory Skills, Customer Relations, Problem Solving, Software Documentation, Customer Service, Operations Management, Relationship Management, Mutual Funds, Securities, Business Analysis, Risk Management, Training, Account Reconciliation, Management, Project Management, Analysis, Financial Services, Investments, Account Management, Six Sigma
Education
Peirce College 2009 — 2011
BS, Business Administration - Management
Northeast Catholic
KPMG January 2009 - Present
TEAM Enterprises 2008 - 2009
Pennsylvania Real Estate Investment Trust January 2008 - November 2008
Willow Financial Bank August 2005 - December 2007
Skills
Accounting, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Tax, Tax Accounting, Corporate Tax, Income Tax, Tax Preparation, Tax Returns
Education
Villanova University 2014 — 2017
Master of Taxation
La Salle University 2007 — 2008
MBA, Accounting and Finance
Pennsylvania State University - Abington Campus 2003 — 2007
Bachelors, Marketing and Management
RKM Advisors, Inc. December 2008 - Present
Willow Financial Bank March 2006 - December 2008
Education
Edinboro University of Pennsylvania 1983 — 1987
CTFA. CMFC Designations
First Niagara Bank September 2006 - Present
Harleysville National Bank 2000 - Present
Harleysville National Bank 1995 - Present
Willow Financial Bank September 2006 - August 2010
Skills
Banking, Retail Banking, Credit, Loans, Customer Service
Education
Immaculata University 2010 — 2014
BSN, Nursing
Delaware County Community College 2006 — 2009
Nursing
M. S. University 2003 — 2006
B.Sc, Food Science and Quality Control
Tejas Vidyalaya 1989 — 2000
Willow Financial Bank June 2007 - Present
Keystone Property Group April 2006 - May 2007
NAI Geis Realty Group, Inc. July 2000 - May 2005
Education
BOMA 1999 — 2008
R/E
Community College of Philadelphia
Willow Financial Bank February 2001 - Present
Education
Pennsylvania State University
Meridian Bank PA November 2014 - Present
DNB First September 2012 - November 2014
WSFS Bank 2011 - 2012
Firstrust Bank 2007 - 2011
Willow Financial Bank 2001 - 2007
Skills
Commercial Banking, Banking, Financial Analysis, New Business Development, Credit, Risk Management, Commercial Mortgages, Credit Management, Loans, Portfolio Management, Underwriting, Consumer Lending, Commercial Lending, Investments, Credit Analysis, Business Development, Marketing, Coaching, Small Business Lending, Finance, Management, Cash Management, Due Diligence, Deposits, Financial Services, Wealth Management, Structured Finance, Cross Selling, Retail Banking, Asset Based Lending, Loan Origination, Credit Risk, Branch Management, Lines Of Credit, Treasury Management, Mortgage Lending, Branch Banking, SBA, Construction Loans, Relationship Management, Cash Flow Lending, Private Banking, Mortgage Banking, Financial Structuring
Education
Widener University 1994 — 1999
MBA, Business
University of South Carolina - Darla Moore School of Business 1982 — 1986
BS, Finance and Marketing
Fry Electric Company, LLC January 2014 - Present
Landmark Automotive Services March 2013 - December 2013
Solutions by Sandie April 2010 - March 2013
Wells Fargo Home Mortgage June 2009 - April 2010
Willow Financial Bank August 2007 - August 2008
The Bryn Mawr Trust Company October 2000 - August 2007
Joseph W. Roskos & Co January 1995 - October 2000
Skills
Mortgage Lending, Loans, Banking, Finance, Refinance, Management, FHA, Real Estate, Underwriting, Financial Services, Customer Service, Insurance, Marketing, Start-ups, Sales
Education
Immaculata University 2005 — 2008
BS, Financial Management
Sun East Federal Credit Union June 2015 - Present
Sun East Federal Credit Union July 2012 - May 2015
Priority Courier/Archives/Shred November 2009 - June 2012
Willow Financial Bank 2007 - 2009
Willow Financial Bank 1992 - 2007
Skills
Risk Management, Commercial Banking, Customer Service, Banking, Retail Banking, Credit, Information Technology, Project Management, Disaster Recovery, Loans, Financial Services, Leadership, Consumer Lending, Finance, Management, Cash Management, Financial Analysis
Education
Radford University
Accounting, Minor - Info. Technology
Willow Financial Bank 2005 - 2008
First Financial Bank 1987 - 2005
Downingtown Savings and Loan 1977 - 1987
Education
Grove City College 1970 — 1974
BS, Mathematics
Epicor Software Corp September 2012 - Present
Gamesa May 2009 - September 2012
Gamesa March 2008 - May 2009
Willow Financial Bank 2005 - 2008
Skills
Financial Analysis, Financial Reporting, Project Management, Project Planning, Finance, Microsoft Office, Financial Modeling, Customer Service, SAP, Forecasting, ERP, Budgets, Business Analysis, Process Improvement, Accounting
Education
Drexel University - LeBow College of Business 2007 — 2009
Bachelor of Science, Finance
Manor College 2005 — 2007
Associate Degree, Science
New York Private Trust Company October 2009 - May 2013
Willow Financial Bank 2006 - 2009
Education
Immaculata University 2006 — 2008
BA, Finance
Cannon Trust School
Wells Fargo Bank May 2010 - Present
First Niagara Bank May 2009 - May 2010
Harleysville National Bank December 2008 - May 2009
Willow Financial Bank July 2008 - December 2008
Willow Financial Bank July 2006 - July 2008
Bank One/Chase September 2002 - December 2005
Skills
Banking, AML, Bank Secrecy Act, Internal Controls, Management
Education
Eastern Michigan University
Bachelor's of Science; Language Arts, Individualized Studies; Sciences; and Human
Colonial American Bank 2007 - Present
Willow Financial Bank 2005 - 2006
Willow Grove Bank 1994 - 2005
AMP Incorporated 1993 - 1994
Flowers by Kourtney Scott 1984 - 1992
Atlantic Financial Savings Bank 1975 - 1984
Education
Penn State University 1975 — 1977
Business Management Certificate
BVS Trainning Services
Banking Compliance Training etc
Saint Joseph's University
Business Administration
The Institute of Financial Education
Various business and management education programs
Spa Tech Institute, Schools of Massage, Polarity, Aesthetics and Cosmetology October 2011 - Present
willow Financial bank January 2006 - June 2006
CHI Institute January 2005 - February 2005
Skills
Customer Relations, Customer Service, Microsoft Office
Education
NMTI 2010 — 2011
certification, massage therapy
Strayer University-Pennsylvania 2008 — 2009
DNB First December 2014 - Present
Customers bank September 2011 - November 2014
Vantage Point Bank February 2010 - August 2011
Willow Financial Bank February 2005 - December 2008
First Financial Bank August 2000 - February 2005
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, Public Speaking, Budgets, Strategic Planning, C++, Negotiation, Editing, C, Java, Banking, Small Business Lending, Commercial Mortgages, Commercial Lending, Loans, Retail Banking, Commercial Banking, Credit, Loan Origination, Consumer Lending, Mortgage Lending, Credit Analysis
Education
Monmouth University
Bachelor of Science (BS), Medical technology
Ohio University