1847Financial Company
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1847Financial Employees
1847Financial March 2012 - Present
Education
University of Maryland 1992 — 1997
Bachelor of Science, Business - Marketing
FINRA Certifications
Series 6, Series 63, Series 66, Series 7
Sapphire Leadership Program August 2012 - Present
Penn State Investment Association August 2013 - Present
Vanguard May 2015 - August 2015
LEHIGH COUNTRY CLUB May 2010 - August 2015
Wall Street Boot Camp January 2015 - May 2015
Delta Tau Delta Fraternity March 2013 - April 2015
Penn State Interfraternity Council Judicial Board January 2014 - January 2015
Delta Tau Delta Fraternity December 2013 - December 2014
1847Financial June 2014 - August 2014
Skills
Sustainability, Microsoft Excel, PowerPoint, Leadership, Microsoft Office, Microsoft Word, Facebook, Time Management, Social Media, Customer Service, Social Networking, Public Speaking, Outlook, Budgets, Research, Social Media Marketing, Access, Event Planning, HTML
Education
Penn State University 2012 — 2016
Bachelor of Science (BS), Finance, General
Pillar Wealth Advisors, LLC April 2012 - Present
1847Financial August 2013 - Present
IBM Corporation 2002 - August 2013
PwC Consulting 1992 - 2002
Crabtree Capital Corporation 1989 - 1992
Price Waterhouse 1982 - 1987
Education
The University of Chicago - Booth School of Business 1987 — 1989
MBA, Economics / Finance
University of Delaware 1978 — 1982
BA, Accounting
1847Financial August 2015 - Present
Northwestern Mutual May 2014 - June 2015
Anthony Michael's Catering May 2012 - June 2015
Susquehanna University May 2014 - May 2014
Merrill Lynch June 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Teamwork, English, Time Management, Team Leadership, Facebook, Accounting, Public Relations, Outlook, Finance, Access, Leadership
Education
Susquehanna University 2011 — 2015
Bachelor’s Degree, Finance, 3.3
Bishop Eustace 2007 — 2011
Citizens Bank March 2015 - Present
DexMedia September 2013 - December 2014
1847Financial January 2012 - August 2013
First Financial Group July 2011 - February 2012
GPB Investments Inc. April 2009 - December 2009
Morgan Stanley Smith Barney January 1992 - April 2009
Skills
New Business Development, Marketing Strategy, Marketing Communications, Public Speaking, Advertising, Cold Calling, Customer Service, Finance, Financial Modeling, Financial Services, Investments, Loans, Management, Marketing, Retirement Planning, Sales Management, Social Media, Strategic Financial..., Strategic Planning
Education
La Salle University - School of Business Administration 1976 — 1986
MBA, Finance
Saint Joseph's University 1972 — 1976
B.S., Management/Marketing
1847Financial 2015 - Present
Bryn Athyn College May 2014 - Present
American Brokerage Services 2013 - 2015
University of Maryland Baltimore County 2013 - 2014
Mississippi RiverKings 2012 - 2013
Skills
Series 7, Series 66, Life Insurance, Health Insurance, Mutual Funds, ETFs, Retirement Income..., Fixed Annuities, Variable Annuities, Equity Indexed Annuities, Business Planning
Education
State University of New York College at Brockport
Bachelor of Science (BS), Marketing
Bloomberg LP August 2015 - Present
1847Financial June 2014 - August 2014
CDMI, LLC. May 2013 - July 2013
Skills
eMoney Financial..., NetSuite Accounting..., Access, Microsoft Excel, Financial Accounting
Education
Villanova University 2011 — 2015
Finance, General, Junior
University of Cape Town 2013 — 2013
BHS
1847Financial November 2010 - Present
Penn Mutual March 2005 - November 2010
Towers Watson 2002 - 2005
Skills
Creative Problem Solving, Entrepreneurship, Golf, Microsoft Excel, Calculus, Thought Leadership, Trigonometry, Geometry, Algebra, Whole Brain Thinking, SAT Math Tutor, Connector, SAT, Life, Idea Generation, Actuarial, Recruitment/Retention
Education
Penn State University 1998 — 2002
Actuarial Science, Actuarial, Mathematics, Business
Upper Dublin High School 1995 — 1998
1847Financial March 2014 - Present
Education
Columbia Business School 1994 — 1995
Master of Business Administration (MBA), Finance, General; Marketing
Temple University 1981 — 1985
BS, Education and English, Cum Laude graduate
Nether Providence High School
1847Financial March 2015 - Present
Wyndham Worldwide May 2010 - September 2014
Providence College September 2010 - May 2014
Porsche of the Main Line December 2013 - January 2014
uFinancial Group December 2012 - January 2013
Skills
PowerPoint, Event Planning, Microsoft Office, Social Media, Microsoft Excel, Microsoft Word, Customer Service, Facebook, Teamwork, Time Management, Event Management, Leadership, Advertising, Relationship Selling, Automotive Products, Communication Skills, Learning Quickly, Committed to..., Committment, Superior Work Ethic, Adaptability
Education
Providence College 2010 — 2014
Bachelor of Science (B.S.), Marketing, Alumnae
West Chester East High School 2006 — 2010
High School Diploma
1847Financial April 2014 - Present
Berkley Accident & Health, LLC November 2011 - April 2014
JDM Benefits Coordinators Inc January 2003 - November 2011
Brown & Brown Consulting October 2008 - July 2011
Skills
Brokers, Underwriting, Health Insurance, Insurance, Employee Benefits, Disability Insurance, Life Insurance, Workers Compensation, Claims Management, Term Life Insurance, Benefits Administration, Flexible Spending..., Medicare, Health Savings Accounts
Education
Temple University 2000 — 2005
BS, Sociology
1847Financial February 2015 - Present
MetLife July 2005 - February 2015
Skills
Financial Planning, Public Speaking, Investments, Insurance, Special Needs Trusts, Estate Planning, Retirement Income..., Retirement Planning, Planned Giving
Education
Albright College 2001 — 2005
BS Finance, Finance
Lansdale Catholic High School 1997 — 2001
1847Financial March 2014 - Present
June Houck State Farm Agency August 2012 - November 2013
Schuylkill Valley Middle School November 2009 - December 2012
Albright College September 2010 - May 2012
Education
Albright College 2008 — 2012
BS, Economics/Political Science
1847Financial February 2012 - Present
The American College September 2011 - December 2011
The American College August 2008 - September 2011
Skills
Life Insurance, Disability Insurance, Series 6, Portfolio Management, Series 63, Mutual Funds, Women, Women Owned Business, Small Business, College Funding..., Long-term Care, Financial Analysis, Budgets, Customer Service, Insurance, Term Life Insurance, Permanent Life Insurance, Comprehensive Planning, Succession Planning, Entrepreneurial Finance, Personal Protection
Education
The American College 2010 — 2011
Chartered Leadership Fellow, Leadership
Gettysburg College
BA, Management
Lincoln Financial Network May 2015 - Present
Freelance Business Development, Marketing & Creative Consultant February 2015 - May 2015
1847Financial October 2011 - February 2015
The Penn Mutual Life Insurance Company October 2009 - October 2011
The Penn Mutual Life Insurance Company January 2000 - October 2009
Prudential 1989 - 1995
Skills
Social Networking, Financial Planning, Management, Direct Marketing, Insurance, Marketing Communications, Marketing, Event Planning, Retirement Planning, Fixed Annuities, Series 6, Team Building, Social Media, Marketing Strategy, Thought Leadership, Account Management, Life Insurance, Leadership, Strategic Planning, Employee Benefits, Social Media Marketing, Retirement, Business Development, Digital Marketing, Copywriting, Strategy, Whole Life, Advertising, Investments, New Business Development, Online Marketing, Sales
Education
Temple University - Fox School of Business and Management 1995 — 2000
MBA, Marketing
Bloomsburg University of Pennsylvania 1984 — 1988
Bachelor of Arts, Mass Communication
Upper Moreland High School
1847Financial May 2011 - Present
Creative Financial Group January 1991 - May 2011
Education
The American College 2007 — 2008
Master of Science (MS), Management
US Naval Academy 1982 — 1986
Bachelor of Science (BS), Physical Science
1847Financial November 2012 - Present
Skills
Life & Health Insurance..., Series 6, Series 63
Education
University of South Carolina-Columbia 2007 — 2011
Bachelor's Degree, Psychology, Minor in Sport and Entertainment Management
Villa Maria Academy 2003 — 2007
High School
1847Financial December 2014 - Present
VIDA Fitness & Aura Spa January 2013 - November 2014
Temple University January 2011 - May 2012
Education
Temple University 2010 — 2012
Master of Science (M.S.)
Rowan University 2006 — 2010
Bachelor of Arts (B.A.), Health & Exercise Science
Highland Regional 2002 — 2006
High School
1847Financial July 2015 - Present
Chester County Intermediate Unit December 2013 - January 2015
First Keystone Community Bank May 2013 - August 2013
Baxter Landscape Contracting,LLC May 2012 - August 2012
Giant Food December 2008 - January 2012
Skills
Accounting, Time Management, Teamwork, PowerPoint, People Skills, Social Skills, Facebook, Microsoft Word, Market Research, Public Speaking, Windows, Hardwork, Dedication to work, Open Minded, Morningstar, Microsoft Excel, Communication, LinkedIn, Organization, Capital IQ, SNL Financial, Microsoft Office, Customer Service, Leadership, Social Networking, Insurance
Education
Bloomsburg University of Pennsylvania 2011 — 2015
Bachelor of Science (BS), Finance, Personal Finance
1847Financial September 2014 - Present
Penn Mutual July 2010 - September 2014
Prudential Financial August 2009 - July 2010
Accountemps June 2009 - August 2009
TD July 2006 - June 2009
Monmouth University September 2007 - August 2008
Monmouth University December 2006 - December 2007
Skills
Investments, Life Insurance, Annuities, Disability Insurance, Health Insurance
Education
Monmouth University 2005 — 2009
Bachelor's Degree, Finance, Graduated Cum Laude
Hatboro-Horsham High School 2001 — 2005
High School diploma
The Wealth Advocate Investment Group LLC May 2015 - Present
Losch Marketing December 2010 - April 2015
1847Financial May 2006 - December 2010
Skills
Financial Advisor, Financial Planning, Retirement Planning, Small Business..., Financial Advisory, Social Security, Employee Benefits, Investments, Investment Strategies, Investment Management, Retirement, Finance, Retirement Income..., Life Insurance, Long Term Care Insurance, Term Life Insurance, Permanent Life Insurance, Equities, Wealth Management, 401k Rollovers, Student Financial Aid, Portfolio Management, Securities, Cash Flow, Estate Planning, Estate Tax Planning, IRAs, Roth IRA, Traditional IRA, Personal Finance, Personal Financial..., Fixed Annuities, Indexed Annuities, Variable Annuities, Unifed Managed Accounts, Investor Coaching, Leadership, Disability Insurance, SEP IRA, 403 b, Pensions, Insurance, Umbrella Insurance, Financial Services, Financial Analysis, Retirement Plan..., Qualified Retirement..., income planner, Strategic Planning, Seminar Presentations
Education
Lafayette College 2002 — 2006
Bachelor’s Degree, Math & Economics Joint Major
Air Products and Chemicals January 2013 - Present
1847Financial August 2010 - October 2013
Edward Jones November 2008 - August 2010
National Collegiate Underwriters and Administrators December 2006 - January 2009
Turner Investment Partners May 2007 - August 2007
Fordham University October 2005 - December 2006
Education
Fordham University - Graduate School of Business Administration 2008 — 2009
MBA, Finance, Economics, 3.9
Fordham University 2004 — 2008
BS, Finance, 3.5
1847Financial January 2015 - Present
Creative Financial Group September 2010 - December 2014
Education
University of Central Florida 2006 — 2010
Bachelor's Degree
Financial Directions May 1996 - Present
1847Financial 2015 - Present
Skills
Financial Planning, Life Insurance, Social Security..., Retirement Planning, Long Term Care, Education Planning, Investment Advisory, Wealth Management, Estate Preservation, Wealth transfer
Education
City University of New York 1973 — 1977
Bank Street College of Education
Master's degree
Wharton School of the University of Pennsylvania Retirement Income Certification Program
1847Financial August 2006 - Present
Northwestern Mutual Financial Network January 1990 - August 2006
Brown and Knapp 1991 - 2006
Education
The American College
Financial Planning and Services
Penn State University 1985 — 1989
Bachelor of Science (BS), Economics
Harriton 1981 — 1985
High School
1847Financial September 1987 - Present
Education
Temple University 1972 — 1976
BA Journalism
post graduate
1847Financial September 2012 - Present
Envy Lacrosse August 2014 - Present
Lax Jam LLC July 2013 - Present
Northwestern Mutual August 2012 - September 2012
The Keating Group July 2011 - August 2011
MHAworks September 2010 - December 2010
Skills
Series 66, Series 7, Series 63, Series 6, Strategy, Microsoft Office, Life and Health Exam, AutoCAD, Final Cut Pro, GIS, InDesign, iMovie, Photoshop
Education
Duke University 2008 — 2012
BA, Architecture, Business, Psychology
Great Valley High School 2004 — 2008
M Wealth Advisors January 2015 - Present
1847Financial 2015 - 2015
1847Financial 2015 - 2015
Creative Financial Group January 2014 - December 2014
Fleet Feet Sports - North Wales December 2010 - October 2013
Closets By Design June 2009 - October 2010
Travel by Page September 1999 - January 2009
Skills
Type 65+ WPM, Customer Service, Customer Retention, Inventory Management, Inventory Control, Microsoft Excel, Microsoft Word, PowerPoint, Social Media Marketing, HTML scripting, Event Planning, Event Management, Travel Planning, Travel Arrangements, Sales, Marketing, Team Building, CRM, Leadership, Management, Strategic Planning
Education
Lansdale School of Business 2010 — 2012
Business Administration and Management, General, Maintained a 4.0 GPA while attending
Moberly Senior High School
1847Financial August 2011 - Present
AFLAC April 2000 - Present
Skills
Customer Service, Customer Relations, Disability Insurance, Annuities, Term Life Insurance, Retirement Planning, Financial Planning, College Planning
Education
Delaware County Community College
Swarthmore Financial Services August 2015 - Present
1847Financial July 2015 - August 2015
Northwestern Mutual January 2015 - April 2015
Randazzo's Pizza and Pasta February 2010 - December 2014
Washington Township Baseball Complex April 2012 - August 2014
Skills
Sales, Communication, Finance, Management, Time Management, People Skills, Marketing, Health Insurance, Disability Insurance, Life Insurance, Term Life Insurance, Long-term Care, Fixed Annuities
Education
Gwynedd Mercy University 2012 — 2015
Bachelor's Degree, Business Administration and Management, General
St. Augustine Prep 2007 — 2011