Acorn Financial Services
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Acorn Financial Services Employees
Acorn Financial Services
Education
CLU, ChFC
Rutgers University
Bachelor of Arts (B.A.), History
Acorn Financial Services April 2011 - Present
Education
The George Washington University 1987 — 1991
BBA, Finance
Kaminer Financial Group Ltd March 2015 - Present
Karr Barth Associates August 2012 - February 2015
Acorn Financial Services 2008 - 2012
Wine For Everyone, LLC 2007 - 2012
Education
University of South Carolina - The Moore School of Business 1993 — 1998
Bachelor of Science in Business Administration, Marketing, Management
Delran High School
J.P. Morgan April 2013 - Present
Acorn Financial Services July 2012 - February 2013
PavXpress Inc. January 2007 - February 2013
Top Drawer Menswear January 2010 - December 2011
Skills
Sales, Management, Financial Analysis, Time Management, Variable Products, Investments, Account Management, Finance, Investment Banking, Analysis
Education
Bloomsburg University of Pennsylvania 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance with a Concentration in Personal Finance
Pascack Valley High School 2004 — 2008
Diploma
Acorn Financial Services August 2012 - Present
Integral, LLC January 2011 - August 2012
Target June 2010 - January 2011
Annual Giving Programs, The College of William and Mary June 2009 - June 2010
William & Mary December 2008 - May 2009
The College of William & Mary June 2008 - May 2009
The Fund for William and Mary February 2007 - December 2008
Human Rights Campaign May 2008 - September 2008
Skills
Investments, Estate Planning, Fundraising, Retirement, Microsoft Office, Series 7, Wealth Management, Investment Advisory, Customer Service, Customer Relations, SQL Server, Financial Analysis, Client Services, Series 66, Registered Investment..., Retirement Planning, Investment Strategies, Alternative Investments, Financial Planning, Asset Managment, Personal Finance, Certified Financial..., Series 24
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2015 — 2016
Master of Business Administration (M.B.A.)
Boston University 2012 — 2013
Certificate in Financial Planning, Financial Planning and Services
The College of William and Mary 2005 — 2009
Bachelor of Arts (BA), Economics and Governmemt
Two Rivers Coffee October 2013 - April 2014
Acorn Financial Services 2007 - 2013
Skills
Investments, Event Planning, Team Building, Customer Service, Sales Management
Education
Bloomfield College 2005 — 2007
Business Administration and Management, General
Arcadia University 1990 — 1993
English/ Theater Arts
A&M Insurance Agency Inc. 2009 - Present
Acorn Financial Services July 2013 - Present
Merrill Lynch January 2011 - January 2013
LaBranche Institutional Execution Group 2007 - 2009
LaBranche Structured Products 2004 - 2007
Education
Iona College 1997 — 1998
Political Science and Government
George Mason University 1995 — 1996
Public Administration
Acorn Financial Services June 2003 - Present
Acorn Financial Services 2002 - Present
American Express 2002 - June 2003
Skills
Series 7, Series 66, Certified Financial..., Registered Investment..., Insurance Planning, Estate Planning, Retirement Planning, Investment Strategies, Alternative Investments, Financial Planning, Investments, Asset Management, Wealth Management, Investment Advisory, Personal Finance, Retirement, Financial Planners, Asset Managment, Asset Allocation, Wealth, Securities, Pensions, Strategic Financial..., Financial Advisory, Uniform Combined State..., Finance, Mutual Funds, Wealth Management..., Financial Goals, High Net Worth..., Financial Services, 401k, Personal Financial..., Investment Management, Fixed Annuities, Series 63, ETFs, Portfolio Management, Retirement Plan..., FINRA, Investment Advisory..., Life Insurance, Insurance, Defined Benefit, Long-term Care, Bonds, Disability Insurance, Equities, IRAs, Wealth Accumulation
Education
The University of Akron 1992 — 1995
BS, Finance and Business Administration
College for Financial Planning
CFP, Financial Planning, Asset Management, Tax Planning, Estate Planning, Retirement Planning, Insurance
RLP Wealth Advisors, LLC October 2013 - Present
owR Opinion 2012 - 2013
Gerstien Fisher October 2011 - August 2012
Gerstein Fisher 2011 - 2012
Strategies for Wealth 2010 - October 2011
Acorn Financial Services August 2006 - October 2010
Enterprise General Agency of Met Life 2004 - 2006
Nathan & Lewis Securities 1998 - 2004
Nathan & Lewis 1998 - 2002
The Guardian Life Insurance Company of America 1988 - 1991
Skills
Fixed Annuities, Insurance, Estate Planning, Long-term Care, Life Insurance, Strategic Financial..., Disability Insurance, Mutual Funds, Investments, Series 7, Health Insurance, Brokers
Education
University at Buffalo 1974 — 1980
Masters Degree, Linguistics
Jamaica High School 1971 — 1974
Regents Diploma, Foreign Languages and Literatures, General
Adelphi CFP Class
PS 102 Queens
Wealth Management Consultants June 2013 - Present
Acorn Financial Services July 2012 - January 2013
Harvey Partners January 2010 - April 2012
Cedar Creek Management November 2006 - December 2009
Rothstein Kass and Bisys RK October 2002 - October 2006
Education
Lehigh University 1998 — 2002
Bachelor of Science (B.S.), Accounting
Acorn Financial Services July 1989 - Present
Education
Gettysburg College 1985 — 1989
BA, Management
West Morris Regional High School 1981 — 1985
Acorn Consulting Services, Inc December 1995 - Present
Acorn Financial Services 1984 - 1995
Education
The American College 1993 — 1997
M.S., Financial Services
State University of New York College at Buffalo 1970 — 1972
B.S., Industrial Technology
Westchester Community College 1968 — 1970
AAS, Civil Technology
OTG Management February 2013 - Present
Oppenheimer & Co. August 2011 - February 2013
Acorn Financial Services May 2010 - August 2010
Skills
PowerPoint, Word, Excel, Microsoft Excel, Microsoft Word, Accounting, Customer Service, Financial Modeling, Investments, Sales, Time Management, Marketing Strategy, Mutual Funds, Financial Services, Budgets, Analysis, Forecasting
Education
Providence College 2007 — 2011
B.S., Finance
Providence College 2007 — 2011
Bachelor of Science, Finance
Don Bosco Preparatory High School 2003 — 2007
Reston Farm Market April 2015 - Present
Roti Mediterranean Grill February 2015 - Present
Acorn Financial Services September 2011 - Present
Skills
Customer Service, Cash Management, Cash Handling, Strategic Planning, Social Media, Web Design, Web Development, Website Development
Education
James Madison University 2015 — 2019
George C. Marshall High School 2011 — 2015
Acorn Financial Services June 2015 - Present
Lifetime Athletic June 2013 - Present
Education
Northern Virginia Community College 2015 — 2015
Widdifield Secondary School 2013 — 2014
Fairfax High School 2009 — 2013
Wells Fargo March 2013 - Present
AXA Advisors November 2012 - January 2013
Acorn Financial Services April 2011 - August 2012
John Hancock Financial Network, Acorn Financial April 2011 - August 2012
Dow Jones Indexes April 2006 - March 2010
Dow Jones and Company, Inc April 2006 - March 2010
Bloomberg LP August 2005 - April 2006
Bloomberg LP August 2005 - April 2006
Bristol Myers Squibb Co May 2005 - August 2005
Education
DeVry University
Associate of Applied Science, Computer Information Systems
DeVry University 2003 — 2009
Associates of Applied Science, Computer Information Systems - Securities
Rider University 2006 — 2007
Finance
Rider University
Bachelor of Science, Business Administration, Finance
Stock Cross Financial July 2010 - Present
The GMS Group, LLC June 2009 - July 2010
Acorn Financial Services May 2008 - August 2008
Skills
Electronic Trading, Bonds, Bloomberg, Fixed Income, FINRA, Investments, Securities, Mutual Funds, Fixed Annuities, Financial Services
Education
Elon University 2005 — 2009
BA, Psychology
Elon University
B.A, Psychology; Psychology
T. Rowe Price November 2011 - Present
T. Rowe Price August 2008 - November 2011
T. Rowe Price February 2007 - August 2008
T. Rowe Price July 2005 - February 2007
Acorn Financial Services May 2004 - August 2004
Scripophily.com November 1999 - April 2004
Skills
Investments, Mutual Funds, Data Analysis, Interdepartmental..., Reporting & Analysis, Fund Accounting, Leadership, Equities, Accounting
Education
University of Maryland - Robert H. Smith School of Business 2009 — 2012
Master, Business Administration
James Madison University - College of Business 2001 — 2005
Bachelor, Business Administration; Finance
Acorn Financial Services September 2012 - Present
Keep On Pushing Foundation June 2005 - Present
zenjewelz November 2011 - November 2014
Barbara Blumhof October 2008 - June 2014
CitiCapital Equipment Finance/Citibank October 1995 - November 2008
Copelco Capital 1995 - 2000
Arco/Arco New Castle RE Property Mgmt 1984 - 1992
Skills
Customer Relations, Contract Negotiation, Logistics, Creative Development, Diversity, Marketing and Design, Branding, Cross-group..., Budget Management, Corporate Social..., Communications, Customer/Client..., Project Management, Negotiation, Trade Shows, Creative Direction, Leadership, Budgets, Training, Marketing, Sales, Strategic Planning, Customer Service, Event Planning, Event Management, Strategy, Public Relations, Marketing Communications, CRM
Education
American University
Journalism
USDA OIG April 2013 - Present
USDA OIG August 2010 - April 2013
USDA OIG June 2009 - August 2010
University of Scranton September 2008 - May 2009
University of Scranton August 2008 - May 2009
Acorn Financial Services June 2008 - August 2008
Skills
Accounting, Auditing, Financial Reporting, Microsoft Excel, Microsoft Office, Financial Analysis, Financial Statements, Microsoft Word, PowerPoint, Research
Education
University of Scranton 2008 — 2009
MBA, Accounting
University of Scranton 2004 — 2008
BS, Accounting
Acorn Financial Services January 2011 - Present
Tee to Green Financial, LLC March 2008 - Present
LLM Group, LLC February 2008 - October 2010
J Wilner & Associates, Inc. December 1994 - January 2009
Skills
Tax, Income Tax
Education
Rutgers University-New Brunswick 1996 — 1999
Economics
Towson University 1994 — 1995
United States District Court of New Jersey June 2013 - August 2013
Acorn Financial Services June 2008 - August 2012
Coyne PR June 2011 - August 2011
New Jersey Sports And Exposition Authority June 2010 - August 2010
Education
Fordham University School of Law 2012 — 2015
Doctor of Law (J.D.)
The George Washington University - School of Business 2008 — 2011
BBA, Marketing and Sports and Event Management, secondary field of Communications
BNY Mellon March 2015 - Present
BNY Mellon December 2011 - February 2015
Bridgewater Associates August 2011 - December 2011
Legg Mason & Co., LLC June 2008 - July 2011
General Electric Co October 2007 - May 2008
Acorn Financial Services June 2007 - August 2007
Education
Fairfield University 2004 — 2008
BS, Finance
East Main Street Advisors, LLC January 2010 - Present
The Long-Term Care Specialist Group January 2003 - Present
Acorn Financial Services August 1993 - January 2010
Skills
Insurance, Long-term Care, Financial Advisory, Sales, Long Term Care Insurance, Health Insurance, Financial Planners, Sales Management, Financial Services, Disability Insurance, Retirement Planning, Retirement, Term Life Insurance, Investments, Fixed Annuities, Life Insurance, Series 7, Estate Planning, Brokers, 401k, Employee Benefits, Health Savings Accounts, Wealth
Education
Hobart College 1989 — 1993
BA, Computer Science, Economics
The Garibaldi Group LLC May 2015 - Present
GFI Group January 2011 - April 2015
Acorn Financial Services March 2010 - October 2010
Skills
Options, Bloomberg, Commodity, Equities, Microsoft Office, Microsoft Excel, Social Media, Investments, Derivatives, Sales, Financial Modeling, Fixed Income, Trading
Education
Saint Lawrence University 2005 — 2009
Economics
Acorn Financial Services September 2003 - Present
Education
Montclair State University