Allegheny Financial Group
Description
Address: 811 Camp Horne Rd, Pittsburgh, PA 15237 Hours: Open ⋅ Closes 5PM Wednesday8AM–5PMThursday8AM–5PMFriday8AM–5PMSaturdayClosedSundayClosedMonday8AM–5PMTuesday8AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (412) 367-3880 Appointments: alleghenyfinancial.com: Category: : : : : : Place name: Website: Website: http://www.alleghenyfinancial.com/ Category: Financial Planner 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. Questions & answers Ask a questionBe the first to ask a question
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Allegheny Financial Group Employees
Employee
Years
Job
Industry
Caitlin Phalon Caitlin Phalon's Allegheny Financial Group Experience July 2012 - April 2015
Job Vendor Direct Associate Analyst at DICK'S Sporting Goods
Industry Retail
Experience
DICK'S Sporting Goods April 2015 - Present
Allegheny Financial Group July 2012 - April 2015
University of Illinois at Urbana-Champaign January 2011 - May 2012
Blue Wave Products October 2009 - August 2010
Skills
Public Speaking, Research, Statistics, Teaching
Education
University of Illinois at Urbana-Champaign 2010 — 2012
Master of Science (MS), Library and Information Science
Lawrence University 2005 — 2009
B.A., Psychology
DICK'S Sporting Goods April 2015 - Present
Allegheny Financial Group July 2012 - April 2015
University of Illinois at Urbana-Champaign January 2011 - May 2012
Blue Wave Products October 2009 - August 2010
Skills
Public Speaking, Research, Statistics, Teaching
Education
University of Illinois at Urbana-Champaign 2010 — 2012
Master of Science (MS), Library and Information Science
Lawrence University 2005 — 2009
B.A., Psychology
Megan Fleegle Megan Fleegle's Allegheny Financial Group Experience February 2008 - December 2008
Job HR Coordinator at ChesapeakePotomac Home Health Agency, Inc.
Industry Human Resources
Experience
Chesapeake-Potomac Home Health Agency December 2010 - Present
Target January 2009 - December 2010
Allegheny Financial Group February 2008 - December 2008
Skills
Human Resources, Leadership, Customer Service, Microsoft Office, Event Planning, Social Media, Healthcare, PowerPoint, Microsoft Excel, Public Speaking, Strategic Planning, Microsoft Word, Coaching, Management, Social Networking, Recruiting
Education
Bethany College 2003 — 2007
Bachelor of Science (BS), Economics
Brooke High School 1999 — 2003
Chesapeake-Potomac Home Health Agency December 2010 - Present
Target January 2009 - December 2010
Allegheny Financial Group February 2008 - December 2008
Skills
Human Resources, Leadership, Customer Service, Microsoft Office, Event Planning, Social Media, Healthcare, PowerPoint, Microsoft Excel, Public Speaking, Strategic Planning, Microsoft Word, Coaching, Management, Social Networking, Recruiting
Education
Bethany College 2003 — 2007
Bachelor of Science (BS), Economics
Brooke High School 1999 — 2003
Dennis Baish Dennis Baish's Allegheny Financial Group Experience January 2004 - May 2008
Job Senior Investment Analyst at Fort Pitt Capital Group
Industry Financial Services
Experience
Fort Pitt Capital Group May 2008 - Present
Allegheny Financial Group January 2004 - May 2008
SEI Investments 1999 - 2003
Education
Shippensburg University of Pennsylvania
Bachelor's degree, Finance, General
Fort Pitt Capital Group May 2008 - Present
Allegheny Financial Group January 2004 - May 2008
SEI Investments 1999 - 2003
Education
Shippensburg University of Pennsylvania
Bachelor's degree, Finance, General
Kristen Hemmings Kristen Hemmings's Allegheny Financial Group Experience September 2005 - December 2010
Job Operations & Client Service Manager at Coghill Investment Strategies
Industry Financial Services
Experience
Coghill Investment Strategies April 2013 - Present
Bank of New York Mellon January 2011 - April 2013
Allegheny Financial Group September 2005 - December 2010
Skills
Series 7, Mutual Funds, Series 63, Securities, Financial Services, Equities, Strategic Financial..., Wealth Management, Retirement Planning, Asset Management, Investments, Investment Advisory, Asset Managment, Portfolio Management, Training, Finance, Financial Analysis, Asset Allocation, Retirement, Series 24, Estate Planning, Risk Management, Fixed Annuities, Bloomberg, Fixed Income, Series 65, Insurance, Financial Advisory
Education
Capital University 2001 — 2004
Bachelor of Arts, Public Relations
Coghill Investment Strategies April 2013 - Present
Bank of New York Mellon January 2011 - April 2013
Allegheny Financial Group September 2005 - December 2010
Skills
Series 7, Mutual Funds, Series 63, Securities, Financial Services, Equities, Strategic Financial..., Wealth Management, Retirement Planning, Asset Management, Investments, Investment Advisory, Asset Managment, Portfolio Management, Training, Finance, Financial Analysis, Asset Allocation, Retirement, Series 24, Estate Planning, Risk Management, Fixed Annuities, Bloomberg, Fixed Income, Series 65, Insurance, Financial Advisory
Education
Capital University 2001 — 2004
Bachelor of Arts, Public Relations
Danielle Deshong Danielle Deshong's Allegheny Financial Group Experience November 2012 - April 2014
Job Merchandising Administrator at Dick's Sporting Goods
Industry Retail
Experience
DICK'S Sporting Goods September 2014 - Present
American Eagle Outfitters April 2014 - September 2014
Allegheny Financial Group November 2012 - April 2014
Merrill Lynch December 2011 - May 2012
Bexley Natural Market 2011 - 2011
Skills
Social Networking, PowerPoint, Outlook, Customer Service, Social Media, Microsoft Word, Microsoft Excel, Microsoft Office, Public Relations, Budgets, Time Management, Marketing, Corporate Finance, Finance, Leadership, Oral & Written..., Marketing Strategy, Research, Human Resources, CRM
Education
Capital University - School of Management 2008 — 2012
Bachelor of Arts (B.A.), Marketing, Finance, International Business
Community College of Allegheny County
Non-Degree Seeking, Business
DICK'S Sporting Goods September 2014 - Present
American Eagle Outfitters April 2014 - September 2014
Allegheny Financial Group November 2012 - April 2014
Merrill Lynch December 2011 - May 2012
Bexley Natural Market 2011 - 2011
Skills
Social Networking, PowerPoint, Outlook, Customer Service, Social Media, Microsoft Word, Microsoft Excel, Microsoft Office, Public Relations, Budgets, Time Management, Marketing, Corporate Finance, Finance, Leadership, Oral & Written..., Marketing Strategy, Research, Human Resources, CRM
Education
Capital University - School of Management 2008 — 2012
Bachelor of Arts (B.A.), Marketing, Finance, International Business
Community College of Allegheny County
Non-Degree Seeking, Business
Christopher L. Ryan Christopher L. Ryan's Allegheny Financial Group Experience March 2012 - October 2012
Job Insurance Agent at Nationwide Insurance
Industry Financial Services
Experience
Nationwide Insurance December 2012 - Present
Allegheny Financial Group March 2012 - October 2012
American Income Life December 2011 - February 2012
Citizens Bank June 2010 - December 2011
Citizens Bank 2010 - 2011
Northwestern Mutual May 2009 - November 2009
Northwestern Mutual April 2009 - October 2009
Feeding America Food Bank October 2008 - May 2009
Evans Capital Management December 2007 - May 2008
Skills
Finance, Financial Analysis, Banking, Investments, Recruiting, Financial Services, Cold Calling, Sales Process, Internal Audit, Networking, Portfolio Management, Wealth Management
Education
Mercyhurst College 2004 — 2009
Bachelor of the Arts, Finance, Accounting, and Management
Blackhawk High School 2000 — 2004
Mercyhurst College Walker School of Business
Bachelor of Arts, Finance, Accounting, and Management; combined
Nationwide Insurance December 2012 - Present
Allegheny Financial Group March 2012 - October 2012
American Income Life December 2011 - February 2012
Citizens Bank June 2010 - December 2011
Citizens Bank 2010 - 2011
Northwestern Mutual May 2009 - November 2009
Northwestern Mutual April 2009 - October 2009
Feeding America Food Bank October 2008 - May 2009
Evans Capital Management December 2007 - May 2008
Skills
Finance, Financial Analysis, Banking, Investments, Recruiting, Financial Services, Cold Calling, Sales Process, Internal Audit, Networking, Portfolio Management, Wealth Management
Education
Mercyhurst College 2004 — 2009
Bachelor of the Arts, Finance, Accounting, and Management
Blackhawk High School 2000 — 2004
Mercyhurst College Walker School of Business
Bachelor of Arts, Finance, Accounting, and Management; combined
Dana Bodek Dana Bodek's Allegheny Financial Group Experience 2014 - Present
Job Administrative Assistant at Allegheny Financial Group
Industry Financial Services
Experience
Allegheny Financial Group 2014 - Present
Pittsburgh North Regional Chamber March 2013 - April 2014
PNC May 2012 - March 2013
Animas Corporation, a Johnson & Johnson company October 2007 - December 2011
Animas Corporation May 2003 - September 2007
Softmart May 2001 - April 2003
Skills
Medical Devices, Training, Sales Process, Customer Service, Microsoft Office, Problem Solving, Mentoring, Strategic Planning, Sales Operations, Sales, Healthcare, Event Planning, Live Meeting, Adobe Acrobat, Administrative Support, Sales Support, Inside Sales, Training Skills, Membership Relations, Membership Systems, CRM databases, Scheduling Management, Non-profit..., Vendor Management, Executive Support
Education
Penn State University 1995 — 1999
Bachelor of Science, Communication Disorders
Allegheny Financial Group 2014 - Present
Pittsburgh North Regional Chamber March 2013 - April 2014
PNC May 2012 - March 2013
Animas Corporation, a Johnson & Johnson company October 2007 - December 2011
Animas Corporation May 2003 - September 2007
Softmart May 2001 - April 2003
Skills
Medical Devices, Training, Sales Process, Customer Service, Microsoft Office, Problem Solving, Mentoring, Strategic Planning, Sales Operations, Sales, Healthcare, Event Planning, Live Meeting, Adobe Acrobat, Administrative Support, Sales Support, Inside Sales, Training Skills, Membership Relations, Membership Systems, CRM databases, Scheduling Management, Non-profit..., Vendor Management, Executive Support
Education
Penn State University 1995 — 1999
Bachelor of Science, Communication Disorders
Jason Seaman Jason Seaman's Allegheny Financial Group Experience June 2004 - November 2006
Job Senior Information Analyst at Verizon Wireless
Industry Information Technology and Services
Experience
Verizon Wireless January 2012 - Present
HP/Talisman Energy November 2011 - December 2011
LANTek July 2011 - November 2011
MCMC LLC Corp August 2007 - May 2011
Armstrong Group of Company's March 2007 - August 2007
Contractor - AEC Group November 2006 - March 2007
Allegheny Financial Group June 2004 - November 2006
Skills
Microsoft Exchange, Servers, Windows Server, Microsoft SQL Server, Networking, Troubleshooting, Windows 7, Windows XP, Technical Support, Software Installation, Active Directory, SQL
Education
International Academy of Design and Technology
Associate
New Horizons - Learning Centers
Robert Morris University
Bachelor Degree, Business Communication and Information Systems
Verizon Wireless January 2012 - Present
HP/Talisman Energy November 2011 - December 2011
LANTek July 2011 - November 2011
MCMC LLC Corp August 2007 - May 2011
Armstrong Group of Company's March 2007 - August 2007
Contractor - AEC Group November 2006 - March 2007
Allegheny Financial Group June 2004 - November 2006
Skills
Microsoft Exchange, Servers, Windows Server, Microsoft SQL Server, Networking, Troubleshooting, Windows 7, Windows XP, Technical Support, Software Installation, Active Directory, SQL
Education
International Academy of Design and Technology
Associate
New Horizons - Learning Centers
Robert Morris University
Bachelor Degree, Business Communication and Information Systems
Raymond Schutzman Raymond Schutzman's Allegheny Financial Group Experience Comprehensive financial planning and money management$
Job Principal, Allegheny Financial Group
Industry Financial Services
Experience
Allegheny Financial Group Comprehensive financial planning and money management$
Skills
Investments, Retirement, Insurance, Estate Planning, Financial Planning
Education
Ohio University 1976 — 1977
Master of Business Administration (MBA)
La Salle University 1972 — 1976
Bachelor of Science in Business Administration
Allegheny Financial Group Comprehensive financial planning and money management$
Skills
Investments, Retirement, Insurance, Estate Planning, Financial Planning
Education
Ohio University 1976 — 1977
Master of Business Administration (MBA)
La Salle University 1972 — 1976
Bachelor of Science in Business Administration
Edward Barca's Allegheny Financial Group Experience October 2014 - Present
Job Financial Planning Associate at Allegheny Financial Group
Industry Financial Services
Experience
Allegheny Financial Group October 2014 - Present
EDMC July 2014 - October 2014
E*TRADE Financial January 2014 - July 2014
Erie Insurance Group May 2012 - August 2012
Skills
Microsoft Office, Customer Service, Team Leadership, Sales Management, Sales, Selling, Marketing, Insurance, Financial Services, Financial Analysis
Education
Mercyhurst University 2010 — 2013
Bachelor's degree, Finance, General
Allegheny Financial Group October 2014 - Present
EDMC July 2014 - October 2014
E*TRADE Financial January 2014 - July 2014
Erie Insurance Group May 2012 - August 2012
Skills
Microsoft Office, Customer Service, Team Leadership, Sales Management, Sales, Selling, Marketing, Insurance, Financial Services, Financial Analysis
Education
Mercyhurst University 2010 — 2013
Bachelor's degree, Finance, General
Robin Miller Robin Miller's Allegheny Financial Group Experience 2002 - 2004
Job Chief Compliance Officer at Cookson Peirce
Industry Financial Services
Experience
Cookson Peirce September 2010 - Present
Fort Pitt Capital Group September 2004 - August 2010
Allegheny Financial Group 2002 - 2004
Allegheny Investments, LTD 1998 - 2004
Skills
AML, Compliance, Series 7, Investment Advisory, Investments, SEC reporting, FINRA, Risk Management, Series 24, Securities Regulation
Education
Duquesne University
BS, Business
St. Benedicts
Cookson Peirce September 2010 - Present
Fort Pitt Capital Group September 2004 - August 2010
Allegheny Financial Group 2002 - 2004
Allegheny Investments, LTD 1998 - 2004
Skills
AML, Compliance, Series 7, Investment Advisory, Investments, SEC reporting, FINRA, Risk Management, Series 24, Securities Regulation
Education
Duquesne University
BS, Business
St. Benedicts
Mary Ann Marrelli Mary Ann Marrelli's Allegheny Financial Group Experience March 2001 - September 2003
Job Contact Representative at U.S. Department of the Treasury
Industry Government Administration
Experience
U.S. Department of the Treasury September 2008 - Present
Allegheny Financial Group March 2001 - September 2003
Mellon Financial February 1999 - November 2000
Wheeling Pittsburgh Steel Corporation February 1998 - January 1999
Kerotest Manufacturing Corp March 1992 - March 1997
Thermal Ceramics (formerly Babcock & Wilcox Refractories Division) August 1979 - August 1990
Skills
Customer Service, Marketing Communications, Financial Accounting, Team Building, Purchasing, Computer Proficiency, Legal Assistant, Small Business, Real Estate, GAF Corporation - Sales..., Excellence in Customer..., National Union Fire...
Education
LaRoche College 1993 — 1997
Bachelor's degree, Business Administration and Management - Minor Computer Science, Bachelor of Science Degree
Community College of Allegheny County 1983 — 1993
Associate of Science (A.S.), Business Administration and Management - Minor: Computer Science, Magna Cum Laude
Vincentian High School
High School Diploma, Business General, 12th
U.S. Department of the Treasury September 2008 - Present
Allegheny Financial Group March 2001 - September 2003
Mellon Financial February 1999 - November 2000
Wheeling Pittsburgh Steel Corporation February 1998 - January 1999
Kerotest Manufacturing Corp March 1992 - March 1997
Thermal Ceramics (formerly Babcock & Wilcox Refractories Division) August 1979 - August 1990
Skills
Customer Service, Marketing Communications, Financial Accounting, Team Building, Purchasing, Computer Proficiency, Legal Assistant, Small Business, Real Estate, GAF Corporation - Sales..., Excellence in Customer..., National Union Fire...
Education
LaRoche College 1993 — 1997
Bachelor's degree, Business Administration and Management - Minor Computer Science, Bachelor of Science Degree
Community College of Allegheny County 1983 — 1993
Associate of Science (A.S.), Business Administration and Management - Minor: Computer Science, Magna Cum Laude
Vincentian High School
High School Diploma, Business General, 12th
Ryan Walczak's Allegheny Financial Group Experience May 2012 - Present
Job Financial Advisor
Industry Financial Services
Experience
Allegheny Financial Group May 2012 - Present
Allegheny Financial Group December 2010 - May 2012
Allegheny Financial Group September 2008 - December 2010
Skills
Finanical Planning, Investment Management, Retirement Planning, College Savings Plans, Estate Planning, Life Insurance, Asset Allocation, Strategic Financial..., Asset Management, Financial Planners, Portfolio Management, Series 7, Financial Goals, Finance, Wealth Management, Financial Planning, Investments, Mutual Funds, Securities
Education
Duquesne University
Executive Certificate in Financial Planning
Robert Morris University
Bachelor of Science (B.S.), Finance
Allegheny Financial Group May 2012 - Present
Allegheny Financial Group December 2010 - May 2012
Allegheny Financial Group September 2008 - December 2010
Skills
Finanical Planning, Investment Management, Retirement Planning, College Savings Plans, Estate Planning, Life Insurance, Asset Allocation, Strategic Financial..., Asset Management, Financial Planners, Portfolio Management, Series 7, Financial Goals, Finance, Wealth Management, Financial Planning, Investments, Mutual Funds, Securities
Education
Duquesne University
Executive Certificate in Financial Planning
Robert Morris University
Bachelor of Science (B.S.), Finance
Ashleigh K. Allen Ashleigh K. Allen's Allegheny Financial Group Experience July 2008 - September 2009
Job Open to Opportunities/Human Resources Generalist
Industry Financial Services
Experience
NHS Human Services March 2011 - October 2011
Allegheny Financial Group July 2008 - September 2009
Capital Z Partners February 2007 - March 2008
Capital Z Partners May 2001 - February 2007
Crate and Barrel November 1996 - June 2004
The Norinchukin Bank July 1997 - April 2001
The Norinchukin Foundation July 1997 - April 2001
DEI Sales July 1996 - July 1997
Skills
Personnel Management, Organizational..., Process Improvement, Talent Acquisition, Human Resources, Employee Relations, Recruiting, Employee Benefits, Talent Management, Performance Management, Employee Engagement, Onboarding
Education
The New School 2003 — 2005
MS, Human Resources Management
Wittenberg University 1992 — 1996
BA, East Asian Studies
Kansai University 1994 — 1994
NHS Human Services March 2011 - October 2011
Allegheny Financial Group July 2008 - September 2009
Capital Z Partners February 2007 - March 2008
Capital Z Partners May 2001 - February 2007
Crate and Barrel November 1996 - June 2004
The Norinchukin Bank July 1997 - April 2001
The Norinchukin Foundation July 1997 - April 2001
DEI Sales July 1996 - July 1997
Skills
Personnel Management, Organizational..., Process Improvement, Talent Acquisition, Human Resources, Employee Relations, Recruiting, Employee Benefits, Talent Management, Performance Management, Employee Engagement, Onboarding
Education
The New School 2003 — 2005
MS, Human Resources Management
Wittenberg University 1992 — 1996
BA, East Asian Studies
Kansai University 1994 — 1994
Anna McNurlen Anna McNurlen's Allegheny Financial Group Experience June 2014 - August 2014
Job Student at Clarion University of Pennsylvania
Industry Financial Services
Experience
The PFM Group February 2015 - Present
Clarion University Of Pennsylvania September 2013 - Present
Allegheny Financial Group June 2014 - August 2014
Sunset Beach Park June 2009 - August 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Cpr Certified, Critical Thinking, Time Management
Education
Clarion University of Pennsylvania 2011 — 2015
Finance, Corporate
McGuffey High School 2007 — 2011
The PFM Group February 2015 - Present
Clarion University Of Pennsylvania September 2013 - Present
Allegheny Financial Group June 2014 - August 2014
Sunset Beach Park June 2009 - August 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Cpr Certified, Critical Thinking, Time Management
Education
Clarion University of Pennsylvania 2011 — 2015
Finance, Corporate
McGuffey High School 2007 — 2011
Deborah Turek, CFP® Deborah Turek, CFP®'s Allegheny Financial Group Experience August 1991 - January 2012
Job Financial Advisor at BPU Investment Management, Inc.
Industry Financial Services
Experience
BPU Investment Management, Inc. May 2012 - Present
Allegheny Financial Group August 1991 - January 2012
Skills
Mutual Funds, Investment Advisory, Wealth Management, Retirement Planning, Strategic Financial..., Investment Strategies, Retirement, Series 7, Series 24, Series 63, Series 65
Education
Certified Financial Planner Board of Standards, Inc. 1992 — 1992
CERTIFIED FINANCIAL PLANNER(TM)
San Diego State University-California State University 1988 — 1991
Bachelor of Science (B.S.), Finance
California State University-Fullerton 1986 — 1987
BPU Investment Management, Inc. May 2012 - Present
Allegheny Financial Group August 1991 - January 2012
Skills
Mutual Funds, Investment Advisory, Wealth Management, Retirement Planning, Strategic Financial..., Investment Strategies, Retirement, Series 7, Series 24, Series 63, Series 65
Education
Certified Financial Planner Board of Standards, Inc. 1992 — 1992
CERTIFIED FINANCIAL PLANNER(TM)
San Diego State University-California State University 1988 — 1991
Bachelor of Science (B.S.), Finance
California State University-Fullerton 1986 — 1987
Hugh Baker Hugh Baker's Allegheny Financial Group Experience July 2015 - Present
Job Financial Planning Associate
Industry Financial Services
Experience
Allegheny Financial Group July 2015 - Present
BNY Mellon December 2014 - July 2015
Hamilton Capital Management April 2014 - July 2014
PNC March 2013 - April 2014
Skills
Sales, Customer Service, Leadership, Marketing, Merchandising, Financial Analysis, Finance, Retail, Banking, Loss Prevention, Time Management, Customer Experience, Customer Satisfaction, Microsoft Excel, Social Networking, Microsoft Office
Education
Duquesne University 2008 — 2012
BS Business Admin, Entrepreneurial Studies and Finance
Duquesne University
Allegheny Financial Group July 2015 - Present
BNY Mellon December 2014 - July 2015
Hamilton Capital Management April 2014 - July 2014
PNC March 2013 - April 2014
Skills
Sales, Customer Service, Leadership, Marketing, Merchandising, Financial Analysis, Finance, Retail, Banking, Loss Prevention, Time Management, Customer Experience, Customer Satisfaction, Microsoft Excel, Social Networking, Microsoft Office
Education
Duquesne University 2008 — 2012
BS Business Admin, Entrepreneurial Studies and Finance
Duquesne University
Sarah DeFeo Sarah DeFeo's Allegheny Financial Group Experience May 2010 - August 2010
Job Sr. Accounting Analyst at BNY Mellon
Industry Financial Services
Experience
BNY Mellon March 2012 - Present
Meadville Medical Center September 2010 - January 2011
Allegheny Financial Group May 2010 - August 2010
Skills
Financial Analysis, Microsoft Excel, Financial Reporting, Accounting, Financial Modeling, Internal Controls, Sarbanes-Oxley Act, Account Reconciliation, Financial Accounting, Bloomberg, Finance, Cash Management, Corporate Finance, Auditing, Retail Sales, Retail Category..., Financial Statements
Education
Allegheny College 2007 — 2011
Bachelor of Arts (BA), Business/Managerial Economics
Carlow University 2013 — 2014
Master of Science (MS), Financial Forensics and Fraud Investigation
BNY Mellon March 2012 - Present
Meadville Medical Center September 2010 - January 2011
Allegheny Financial Group May 2010 - August 2010
Skills
Financial Analysis, Microsoft Excel, Financial Reporting, Accounting, Financial Modeling, Internal Controls, Sarbanes-Oxley Act, Account Reconciliation, Financial Accounting, Bloomberg, Finance, Cash Management, Corporate Finance, Auditing, Retail Sales, Retail Category..., Financial Statements
Education
Allegheny College 2007 — 2011
Bachelor of Arts (BA), Business/Managerial Economics
Carlow University 2013 — 2014
Master of Science (MS), Financial Forensics and Fraud Investigation
Brenda Bennett, CFP®'s Allegheny Financial Group Experience February 2000 - March 2002
Job Managing Director of Structured Products at Huntington National Bank
Industry Financial Services
Experience
Huntington National Bank December 2012 - Present
Huntington National Bank July 2010 - December 2012
Wells Fargo Advisors, LLC June 2006 - September 2009
Mellon Financial July 2004 - January 2006
Parker/Hunter March 2002 - July 2004
Allegheny Financial Group February 2000 - March 2002
Skills
Strategic Financial..., Investment Management, Strategic Planning, Project Management, Investments, Mutual Funds, Series 7, Portfolio Management, Wealth Management, Equities, Retirement Planning, Alternative Investments, Product Development, Product Management, Sales, Interdepartmental..., Structured Products, Market Linked Products, Fixed Income, Equity Derivatives
Education
Duquesne University 1997 — 2001
B.S. in Business Administration, Investment Management
Huntington National Bank December 2012 - Present
Huntington National Bank July 2010 - December 2012
Wells Fargo Advisors, LLC June 2006 - September 2009
Mellon Financial July 2004 - January 2006
Parker/Hunter March 2002 - July 2004
Allegheny Financial Group February 2000 - March 2002
Skills
Strategic Financial..., Investment Management, Strategic Planning, Project Management, Investments, Mutual Funds, Series 7, Portfolio Management, Wealth Management, Equities, Retirement Planning, Alternative Investments, Product Development, Product Management, Sales, Interdepartmental..., Structured Products, Market Linked Products, Fixed Income, Equity Derivatives
Education
Duquesne University 1997 — 2001
B.S. in Business Administration, Investment Management
Yiwen (Even) Zhao Yiwen (Even) Zhao's Allegheny Financial Group Experience July 2013 - March 2014
Job Staff Accountant at Allegheny Financial Group
Industry Accounting
Experience
Allegheny Financial Group July 2013 - March 2014
AvePoint March 2011 - July 2011
United Way of Allegheny County January 2011 - April 2011
Three Rivers Youth September 2010 - December 2010
Chatham University January 2009 - April 2009
Skills
Accounting, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Analysis, Finance, Outlook, NetSuite, Forecasting, SPSS, SAP, Microsoft Dynamics, Peachtree, Sage, Adagio, Auditing, Financial Accounting, Financial Statements, Internal Audit
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2012 — 2014
Master of Science (M.S.), Accounting
Chatham College 2008 — 2011
Bachelor of Arts (B.A.), International Business
Allegheny Financial Group July 2013 - March 2014
AvePoint March 2011 - July 2011
United Way of Allegheny County January 2011 - April 2011
Three Rivers Youth September 2010 - December 2010
Chatham University January 2009 - April 2009
Skills
Accounting, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Analysis, Finance, Outlook, NetSuite, Forecasting, SPSS, SAP, Microsoft Dynamics, Peachtree, Sage, Adagio, Auditing, Financial Accounting, Financial Statements, Internal Audit
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2012 — 2014
Master of Science (M.S.), Accounting
Chatham College 2008 — 2011
Bachelor of Arts (B.A.), International Business
Vince Parrucci Vince Parrucci's Allegheny Financial Group Experience September 2004 - February 2006
Job Licensed Real Estate Agent and Investor
Industry Real Estate
Experience
Keller Williams Realty September 2012 - Present
Jim Toners Wealth Builders February 2006 - June 2014
WIN Realty Pa LLC 2009 - September 2012
Allegheny Financial Group September 2004 - February 2006
Mellon Financial September 1993 - February 2004
KPMG Peat Marwick 1989 - 1993
KPMG Peat Marwick 1989 - 1993
Skills
Investment Properties, Investments, Real Estate, Real Estate Transactions, Property Management, Investors, Real Estate Financing, First Time Home Buyers, Real Estate Development, Single Family Homes, Commercial Real Estate, Sellers, Short Sales, Portfolio Management, REO, Rentals, Foreclosures, Credit, Residential Homes, Referrals, Real Estate Investor, Asset Management, Buyer Representation, Asset Managment, Brokerage, Property, Due Diligence, Real Estate Economics, Relocation, Strategic Planning, Mortgage Lending, Small Business, Buyers, New Home Sales, Integrated Marketing..., Listings, Real Property, Entrepreneurship, Marketing, Selling, Condos, Auditing, Risk Managment, Banking, Staff Supervision, Accounting, Microsoft Excel, Microsoft Word, Operations Management
Education
Robert Morris University 1984 — 1987
B.S., Business Management & Accounting
West Virginia University 1982 — 1984
Keller Williams Realty September 2012 - Present
Jim Toners Wealth Builders February 2006 - June 2014
WIN Realty Pa LLC 2009 - September 2012
Allegheny Financial Group September 2004 - February 2006
Mellon Financial September 1993 - February 2004
KPMG Peat Marwick 1989 - 1993
KPMG Peat Marwick 1989 - 1993
Skills
Investment Properties, Investments, Real Estate, Real Estate Transactions, Property Management, Investors, Real Estate Financing, First Time Home Buyers, Real Estate Development, Single Family Homes, Commercial Real Estate, Sellers, Short Sales, Portfolio Management, REO, Rentals, Foreclosures, Credit, Residential Homes, Referrals, Real Estate Investor, Asset Management, Buyer Representation, Asset Managment, Brokerage, Property, Due Diligence, Real Estate Economics, Relocation, Strategic Planning, Mortgage Lending, Small Business, Buyers, New Home Sales, Integrated Marketing..., Listings, Real Property, Entrepreneurship, Marketing, Selling, Condos, Auditing, Risk Managment, Banking, Staff Supervision, Accounting, Microsoft Excel, Microsoft Word, Operations Management
Education
Robert Morris University 1984 — 1987
B.S., Business Management & Accounting
West Virginia University 1982 — 1984
Ashley Custer's Allegheny Financial Group Experience May 2015 - August 2015
Job Student at Clarion University of Pennsylvania
Industry Financial Services
Experience
Swartfager Welding Inc December 2012 - Present
Allegheny Financial Group May 2015 - August 2015
Skills
Microsoft Excel, Microsoft Word, QuickBooks, PowerPoint, Microsoft Office, Spreadsheets
Education
Clarion University of Pennsylvania 2012 — 2016
Bachelor of Science (B.S.), Personal Finance, Corporate Finance & Real Estate, 3.6
Clarion University of Pennsylvania 2012 — 2016
3.6/4.0
Swartfager Welding Inc December 2012 - Present
Allegheny Financial Group May 2015 - August 2015
Skills
Microsoft Excel, Microsoft Word, QuickBooks, PowerPoint, Microsoft Office, Spreadsheets
Education
Clarion University of Pennsylvania 2012 — 2016
Bachelor of Science (B.S.), Personal Finance, Corporate Finance & Real Estate, 3.6
Clarion University of Pennsylvania 2012 — 2016
3.6/4.0
Jennifer Garing Jennifer Garing's Allegheny Financial Group Experience May 2014 - Present
Job Financial Planning Associate
Industry Financial Services
Experience
Allegheny Financial Group May 2014 - Present
Talisman Energy May 2013 - August 2013
Terra Works, Inc. January 2013 - May 2013
AK Steel May 2012 - August 2012
Kmart June 2011 - August 2011
Gino’s Dairy Stand April 2008 - October 2010
Skills
Financial Accounting, Leadership, QuickBooks, Internal Controls, Payroll, Account Reconciliation, WellSpring, Palantir, ThinkCell, MS Excel Pivot Tables, Reforecasting, Financial Statements, Financial Analysis, Internal Audit, Management
Education
Clarion University of Pennsylvania 2012 — 2014
Accounting, Corporate Finance, Personal Finance
Butler County Community College 2010 — 2012
Business Administration Transfer Program
Allegheny Financial Group May 2014 - Present
Talisman Energy May 2013 - August 2013
Terra Works, Inc. January 2013 - May 2013
AK Steel May 2012 - August 2012
Kmart June 2011 - August 2011
Gino’s Dairy Stand April 2008 - October 2010
Skills
Financial Accounting, Leadership, QuickBooks, Internal Controls, Payroll, Account Reconciliation, WellSpring, Palantir, ThinkCell, MS Excel Pivot Tables, Reforecasting, Financial Statements, Financial Analysis, Internal Audit, Management
Education
Clarion University of Pennsylvania 2012 — 2014
Accounting, Corporate Finance, Personal Finance
Butler County Community College 2010 — 2012
Business Administration Transfer Program
Mike Pappis Mike Pappis's Allegheny Financial Group Experience August 2015 - Present
Job Financial Planning Analyst at Allegheny Financial Group
Industry Financial Services
Experience
Allegheny Financial Group August 2015 - Present
Allegheny Financial Group May 2013 - Present
Skills
Microsoft Excel, Microsoft Word, PowerPoint, QMF for Windows, Workbench, Mobius, Outlook, Financial Modeling, Financial Services, Financial Analysis, Retirement Planning, Portfolio Management
Education
Duquesne University 2013 — 2014
Executive Certificate in Financial Planning
University of Pittsburgh 2009 — 2013
Bachelor of Science in Business Administration, Major: Finance; Minor: Economics
Allegheny Financial Group August 2015 - Present
Allegheny Financial Group May 2013 - Present
Skills
Microsoft Excel, Microsoft Word, PowerPoint, QMF for Windows, Workbench, Mobius, Outlook, Financial Modeling, Financial Services, Financial Analysis, Retirement Planning, Portfolio Management
Education
Duquesne University 2013 — 2014
Executive Certificate in Financial Planning
University of Pittsburgh 2009 — 2013
Bachelor of Science in Business Administration, Major: Finance; Minor: Economics
Sara Lucke's Allegheny Financial Group Experience January 2014 - Present
Job Compliance Assistant at Allegheny Financial Group
Industry Financial Services
Experience
Allegheny Financial Group January 2014 - Present
Burns Industrial Equipment April 2011 - October 2013
ServiceLink May 2010 - April 2011
Home Loan Services, Inc. June 2008 - May 2010
Skills
Administrative..., Office Management, Outlook, Data Entry, Spreadsheets, Meeting Planning, Event Planning, Sales Management
Education
University of Pittsburgh-Greensburg 2005 — 2008
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
Butler County Community College 2004 — 2005
N/A, Business Administration and Management, General
Allegheny Financial Group January 2014 - Present
Burns Industrial Equipment April 2011 - October 2013
ServiceLink May 2010 - April 2011
Home Loan Services, Inc. June 2008 - May 2010
Skills
Administrative..., Office Management, Outlook, Data Entry, Spreadsheets, Meeting Planning, Event Planning, Sales Management
Education
University of Pittsburgh-Greensburg 2005 — 2008
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
Butler County Community College 2004 — 2005
N/A, Business Administration and Management, General
Nick Lewandowski Nick Lewandowski's Allegheny Financial Group Experience October 2014 - Present
Job Financial Planning Associate at Allegheny Financial Group
Industry Financial Services
Experience
Allegheny Financial Group October 2014 - Present
Dollar Bank January 2013 - October 2014
Dollar Bank January 2012 - January 2013
ExpatHealth.org May 2011 - January 2012
Global Trade Matters January 2011 - February 2011
CI Capital Holding January 2010 - November 2010
Just Landed June 2009 - September 2009
Skills
Editing, Microsoft Excel, Public Speaking, PowerPoint, Advertising, Research, Publishing, Web Content, Customer Service, Publications, Public Relations, Interviews, Microsoft Word, Management, Marketing, Strategy, New Business Development, Marketing Strategy, Marketing Communications, Newsletters, Team Leadership, Microsoft Office, Market Research, Negotiation, Analysis, Loan Origination, Training, Leadership, Insurance, Sales, Banking, Finance, Account Management, Financial Analysis
Education
CFA Institute
Passed CFA Level II Exam in June 2015.
Denison University 2005 — 2009
BA, English (Creative Writing) and German
The University of Freiburg 2009 — 2009
Study Abroad (No Degree), German language, literature, and history
Allegheny Financial Group October 2014 - Present
Dollar Bank January 2013 - October 2014
Dollar Bank January 2012 - January 2013
ExpatHealth.org May 2011 - January 2012
Global Trade Matters January 2011 - February 2011
CI Capital Holding January 2010 - November 2010
Just Landed June 2009 - September 2009
Skills
Editing, Microsoft Excel, Public Speaking, PowerPoint, Advertising, Research, Publishing, Web Content, Customer Service, Publications, Public Relations, Interviews, Microsoft Word, Management, Marketing, Strategy, New Business Development, Marketing Strategy, Marketing Communications, Newsletters, Team Leadership, Microsoft Office, Market Research, Negotiation, Analysis, Loan Origination, Training, Leadership, Insurance, Sales, Banking, Finance, Account Management, Financial Analysis
Education
CFA Institute
Passed CFA Level II Exam in June 2015.
Denison University 2005 — 2009
BA, English (Creative Writing) and German
The University of Freiburg 2009 — 2009
Study Abroad (No Degree), German language, literature, and history
Ben Grom Ben Grom's Allegheny Financial Group Experience June 2014 - Present
Job Financial Planning Associate at Allegheny Financial Group
Industry Financial Services
Experience
Allegheny Financial Group June 2014 - Present
Hastings Do-it Best Hardware May 2007 - October 2014
Legend Financial Advisors, Inc. May 2013 - May 2014
Northwest Savings Bank February 2013 - April 2013
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Bloomberg, Finance, Account Reconciliation, Data Analysis, Strategic Financial..., Investments, Sales, Data Entry, Mutual Funds, Securities, Real Estate, Research
Education
Robert Morris University 2012 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General
Community College of Allegheny County 2010 — 2012
Associate's Degree, General Studies
Allegheny Financial Group June 2014 - Present
Hastings Do-it Best Hardware May 2007 - October 2014
Legend Financial Advisors, Inc. May 2013 - May 2014
Northwest Savings Bank February 2013 - April 2013
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Bloomberg, Finance, Account Reconciliation, Data Analysis, Strategic Financial..., Investments, Sales, Data Entry, Mutual Funds, Securities, Real Estate, Research
Education
Robert Morris University 2012 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General
Community College of Allegheny County 2010 — 2012
Associate's Degree, General Studies
Carrie Dean, CIR, PRC, PHR Carrie Dean, CIR, PRC, PHR's Allegheny Financial Group Experience 2003 - 2003
Job Senior Recruiter at CDK Global. Multiple Digital Advertising opportunities! #GreenLightYourCareer
Industry Human Resources
Experience
CDK Global (formerly ADP Dealer Services) September 2014 - Present
ADP June 2010 - September 2014
Independent Recruiter - Freelance Projects January 2008 - July 2013
Mitsubishi Electric Power Products, Inc. September 2005 - June 2010
ASE Edge 2003 - 2005
Allegheny Financial Group 2003 - 2003
Embassy Suites Hotel 2002 - 2003
Jefferson Wells 1999 - 2002
Skills
Social Media, Talent Acquisition, HRIS, Interviewing, Employee Relations, Technical Recruiting, Applicant Tracking..., College Recruiting, Hiring, Organizational..., Talent Management, Recruiting, Sourcing, Benefits Negotiation, Interviews, Internet Recruiting, Screening, Human Resources, Temporary Placement, Strategic Planning, ADP Payroll, Onboarding, Screening Resumes, Sales, Personnel Management, Contract Recruitment, Customer Service, New Business Development, Executive Search, Management, Training, Leadership, Cold Calling, Employee Benefits, Benefits Administration, Outsourcing, Taleo, Workforce Planning, New Hire Orientations, Job Fairs, Deferred Compensation, Performance Management, Staffing Services, Succession Planning, Temporary Staffing, Resume Writing, Behavioral Interviewing, Employer Branding, HR Consulting, Employee Engagement
Education
Robert Morris University
PHR Certification
Community College of Beaver County
Associates Degree, Applied Sciences
CDK Global (formerly ADP Dealer Services) September 2014 - Present
ADP June 2010 - September 2014
Independent Recruiter - Freelance Projects January 2008 - July 2013
Mitsubishi Electric Power Products, Inc. September 2005 - June 2010
ASE Edge 2003 - 2005
Allegheny Financial Group 2003 - 2003
Embassy Suites Hotel 2002 - 2003
Jefferson Wells 1999 - 2002
Skills
Social Media, Talent Acquisition, HRIS, Interviewing, Employee Relations, Technical Recruiting, Applicant Tracking..., College Recruiting, Hiring, Organizational..., Talent Management, Recruiting, Sourcing, Benefits Negotiation, Interviews, Internet Recruiting, Screening, Human Resources, Temporary Placement, Strategic Planning, ADP Payroll, Onboarding, Screening Resumes, Sales, Personnel Management, Contract Recruitment, Customer Service, New Business Development, Executive Search, Management, Training, Leadership, Cold Calling, Employee Benefits, Benefits Administration, Outsourcing, Taleo, Workforce Planning, New Hire Orientations, Job Fairs, Deferred Compensation, Performance Management, Staffing Services, Succession Planning, Temporary Staffing, Resume Writing, Behavioral Interviewing, Employer Branding, HR Consulting, Employee Engagement
Education
Robert Morris University
PHR Certification
Community College of Beaver County
Associates Degree, Applied Sciences
Mark GaNung's Allegheny Financial Group Experience July 1999 - January 2002
Job Wealth Sales Executive at First Commonwealth Bank
Industry Banking
Experience
First Commonwealth Bank January 2011 - Present
NexTier Bank July 2007 - January 2011
NexTier Bank June 2004 - June 2007
GA Financial Strategies 2003 - 2004
SEI Investments January 2002 - April 2003
Allegheny Financial Group July 1999 - January 2002
Keystone Financial May 1985 - July 1999
Education
Lycoming College 1981 — 1985
Bachelor of Arts, Business Administration, French
First Commonwealth Bank January 2011 - Present
NexTier Bank July 2007 - January 2011
NexTier Bank June 2004 - June 2007
GA Financial Strategies 2003 - 2004
SEI Investments January 2002 - April 2003
Allegheny Financial Group July 1999 - January 2002
Keystone Financial May 1985 - July 1999
Education
Lycoming College 1981 — 1985
Bachelor of Arts, Business Administration, French
Diane Pearson, CFP®, PPC™, CDFA™'s Allegheny Financial Group Experience March 1989 - January 1994
Job Wealth Advisor and Shareholder at Legend Financial Advisors, Inc.
Industry Financial Services
Experience
Legend Financial Advisors, Inc. January 1994 - Present
Smart Divorce Institute, LLC 2013 - Present
Allegheny Financial Group March 1989 - January 1994
Skills
Finance, Financial Advisory, Financial Planning, Investment Advisory, Financial Services, Retirement, Management, Investment Management, Wealth, Social Media
Education
Robert Morris University 1984 — 1986
BS, Business Administration and Management, General
Robert Morris University 1982 — 1985
BSBA, Bachelor of Science degree in Management and an Associate degree in Accounting.
Legend Financial Advisors, Inc. January 1994 - Present
Smart Divorce Institute, LLC 2013 - Present
Allegheny Financial Group March 1989 - January 1994
Skills
Finance, Financial Advisory, Financial Planning, Investment Advisory, Financial Services, Retirement, Management, Investment Management, Wealth, Social Media
Education
Robert Morris University 1984 — 1986
BS, Business Administration and Management, General
Robert Morris University 1982 — 1985
BSBA, Bachelor of Science degree in Management and an Associate degree in Accounting.
Mark Manetti's Allegheny Financial Group Experience May 2005 - Present
Job Partner and Financial Advisor at Allegheny Financial Group
Industry Financial Services
Experience
Allegheny Financial Group May 2005 - Present
Skills
Investments, Financial Planning, Portfolio Management, Wealth Management, Retirement Planning, Asset Management, Financial Analysis
Education
Duquesne University
Financial Planning and Services
University of Pittsburgh
Bachelor of Science (B.S.), Finance, General
Allegheny Financial Group May 2005 - Present
Skills
Investments, Financial Planning, Portfolio Management, Wealth Management, Retirement Planning, Asset Management, Financial Analysis
Education
Duquesne University
Financial Planning and Services
University of Pittsburgh
Bachelor of Science (B.S.), Finance, General
Frank Napoli Frank Napoli's Allegheny Financial Group Experience 1993 - 1995
Job Chief Financial Officer at Cygnus Manufacturing Company LLC
Industry Executive Office
Experience
Cygnus Manufacturing Company LLC 2008 - August 2015
Tatum LLC 2004 - 2012
CL Fund 1999 - 2004
Red River BBQ & Grille 1995 - 1999
Allegheny Financial Group 1993 - 1995
SH Bell Company 1989 - 1993
HJ Heinz 1985 - 1989
Alcoa 1980 - 1985
Mellon Bank 1978 - 1980
Skills
Mergers, Venture Capital, Capital Raising, Cash Management, Entrepreneurship, Strategic Financial..., Problem Solving, Business Strategy, Start-ups, Private Equity, Due Diligence, Management Consulting, Forecasting, Valuation, Competitive Analysis, Mergers & Acquisitions, Finance, Financial Reporting, Strategy, Strategic Planning, Budgets, Analysis, Financial Planning
Education
Carnegie Mellon University - Tepper School of Business
MBA
Carnegie Mellon University
BS, Management Science
Emory University 2001 — 2001
Certificate, Venture Capital Institute
Cygnus Manufacturing Company LLC 2008 - August 2015
Tatum LLC 2004 - 2012
CL Fund 1999 - 2004
Red River BBQ & Grille 1995 - 1999
Allegheny Financial Group 1993 - 1995
SH Bell Company 1989 - 1993
HJ Heinz 1985 - 1989
Alcoa 1980 - 1985
Mellon Bank 1978 - 1980
Skills
Mergers, Venture Capital, Capital Raising, Cash Management, Entrepreneurship, Strategic Financial..., Problem Solving, Business Strategy, Start-ups, Private Equity, Due Diligence, Management Consulting, Forecasting, Valuation, Competitive Analysis, Mergers & Acquisitions, Finance, Financial Reporting, Strategy, Strategic Planning, Budgets, Analysis, Financial Planning
Education
Carnegie Mellon University - Tepper School of Business
MBA
Carnegie Mellon University
BS, Management Science
Emory University 2001 — 2001
Certificate, Venture Capital Institute
Christopher Tosadori's Allegheny Financial Group Experience 2014 — Present
Job Investment Director
Industry Finance
Experience
Allegheny Financial Group 2014 — Present
Martin Lazzaro Attorney at Law 2014 — Present
Education
Duquesne University School of Law 2008 — 2011
Juris Doctor
West Virginia University 2004 — 2008
Bachelor's Degree in Finance and Accounting
Allegheny Financial Group 2014 — Present
Martin Lazzaro Attorney at Law 2014 — Present
Education
Duquesne University School of Law 2008 — 2011
Juris Doctor
West Virginia University 2004 — 2008
Bachelor's Degree in Finance and Accounting
Michael Capizzi, CFA's Allegheny Financial Group Experience July 2008 - Present
Job Director of Alternative Investments at Allegheny Financial Group
Industry Investment Management
Experience
Allegheny Financial Group July 2008 - Present
Longboat Capital Management, LLC December 2004 - June 2008
University of Pittsburgh 1996 - 2004
Mellon Bank 1995 - 1996
Skills
Hedge Funds, Fund Of Funds, Alternative Investments, Asset Allocation, Portfolio Management, Private Equity, Due Diligence, Investments, Equities, Mutual Funds, Asset Management, Venture Capital, Securities, Investment Advisory, Capital Markets, Wealth Management, Investment Management, Investment Strategies, Fixed Income
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1999 — 2003
MBA
The Pennsylvania State University 1991 — 1995
BS
CFA Institute
Allegheny Financial Group July 2008 - Present
Longboat Capital Management, LLC December 2004 - June 2008
University of Pittsburgh 1996 - 2004
Mellon Bank 1995 - 1996
Skills
Hedge Funds, Fund Of Funds, Alternative Investments, Asset Allocation, Portfolio Management, Private Equity, Due Diligence, Investments, Equities, Mutual Funds, Asset Management, Venture Capital, Securities, Investment Advisory, Capital Markets, Wealth Management, Investment Management, Investment Strategies, Fixed Income
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1999 — 2003
MBA
The Pennsylvania State University 1991 — 1995
BS
CFA Institute
Jonathan Kuhn's Allegheny Financial Group Experience 1994 - 2010
Job Principal at Allegheny Financial Group
Industry Financial Services
Experience
Allegheny Financial Group 1994 - 2010
Skills
Investments, Wealth Management, Alternative Investments, Asset Allocation, Hedge Funds, Mutual Funds, Equities, Investment Advisory, Securities, Portfolio Management, Due Diligence, Bonds, Private Equity, Fund Of Funds, Asset Managment
Education
Grove City College 1991 — 1995
BS, Finance
Allegheny Financial Group 1994 - 2010
Skills
Investments, Wealth Management, Alternative Investments, Asset Allocation, Hedge Funds, Mutual Funds, Equities, Investment Advisory, Securities, Portfolio Management, Due Diligence, Bonds, Private Equity, Fund Of Funds, Asset Managment
Education
Grove City College 1991 — 1995
BS, Finance
Jacqueline Thacik's Allegheny Financial Group Experience January 2007 - Present
Job Director of Information Management at Allegheny Financial Group
Industry Financial Services
Experience
Allegheny Financial Group January 2007 - Present
TNT Logistics 2005 - 2006
Wexner Center for the Arts 2001 - 2003
Skills
PMP, Process Improvement, Portfolio Management
Education
Rutgers, The State University of New Jersey-Camden 2012 — 2012
Certificate in Project Management, Project Management
Marist College 2007 — 2008
MBA
The Ohio State University - The Max M. Fisher College of Business 2000 — 2004
Bachelor of Science, Business Administration
Allegheny Financial Group January 2007 - Present
TNT Logistics 2005 - 2006
Wexner Center for the Arts 2001 - 2003
Skills
PMP, Process Improvement, Portfolio Management
Education
Rutgers, The State University of New Jersey-Camden 2012 — 2012
Certificate in Project Management, Project Management
Marist College 2007 — 2008
MBA
The Ohio State University - The Max M. Fisher College of Business 2000 — 2004
Bachelor of Science, Business Administration
Susan Schellin's Allegheny Financial Group Experience 2002 - 2006
Job VP Wealth Management
Industry Financial Services
Experience
First Commonwealth Advisors 2007 - Present
Allegheny Financial Group 2002 - 2006
KPMG Advisory 2000 - 2002
C.S. McKee, L.P. 1984 - 2000
Education
Chatham University 1989 — 1991
First Commonwealth Advisors 2007 - Present
Allegheny Financial Group 2002 - 2006
KPMG Advisory 2000 - 2002
C.S. McKee, L.P. 1984 - 2000
Education
Chatham University 1989 — 1991
Amisha Grosch's Allegheny Financial Group Experience 2007 - Present
Job Research Analyst at Allegheny Financial Group
Industry Financial Services
Experience
Allegheny Financial Group 2007 - Present
State Farm January 2005 - June 2005
Skills
Alternative Investments, Mutual Funds, Hedge Funds, Investment Advisory, Portfolio Management, Investments, Wealth Management, Strategic Financial..., Microsoft Office, Strategic Planning, Equities, Asset Allocation, Securities, Fund Of Funds, Equity Research, Finance
Education
Indiana University of Pennsylvania 2005 — 2006
Master of Business Administration (M.B.A.)
Indiana University of Pennsylvania 2001 — 2005
Bachelor of Science (B.S.), Finance
Allegheny Financial Group 2007 - Present
State Farm January 2005 - June 2005
Skills
Alternative Investments, Mutual Funds, Hedge Funds, Investment Advisory, Portfolio Management, Investments, Wealth Management, Strategic Financial..., Microsoft Office, Strategic Planning, Equities, Asset Allocation, Securities, Fund Of Funds, Equity Research, Finance
Education
Indiana University of Pennsylvania 2005 — 2006
Master of Business Administration (M.B.A.)
Indiana University of Pennsylvania 2001 — 2005
Bachelor of Science (B.S.), Finance
Jennifer Schrauder's Allegheny Financial Group Experience October 1997 - Present
Job Senior Vice President at Allegheny Financial Group
Industry Financial Services
Experience
Allegheny Financial Group October 1997 - Present
DENEX Inc 1995 - 1996
Skills
Mutual Funds, Strategic Financial..., Series 7
Education
Robert Morris University 1994 — 1996
MBA, Business Administration and Management, General
Westminster College (PA) 1988 — 1992
BA, Accounting
Allegheny Financial Group October 1997 - Present
DENEX Inc 1995 - 1996
Skills
Mutual Funds, Strategic Financial..., Series 7
Education
Robert Morris University 1994 — 1996
MBA, Business Administration and Management, General
Westminster College (PA) 1988 — 1992
BA, Accounting
Joe Marstellar's Allegheny Financial Group Experience May 2011 - Present
Job Manager of Investment Operations at Allegheny Financial Group
Industry Financial Services
Experience
Allegheny Financial Group May 2011 - Present
WRP Investments March 2005 - May 2011
Skills
Strategic Financial..., Investments, Securities, Series 7, Mutual Funds, Asset Allocation, Portfolio Management, Wealth Management, Series 63, Alternative Investments, Asset Management, Finance, Financial Planning, Investment Advisory, Retirement Planning, Risk Management
Education
University of Pittsburgh 2000 — 2004
Bachelors, Finance
Allegheny Financial Group May 2011 - Present
WRP Investments March 2005 - May 2011
Skills
Strategic Financial..., Investments, Securities, Series 7, Mutual Funds, Asset Allocation, Portfolio Management, Wealth Management, Series 63, Alternative Investments, Asset Management, Finance, Financial Planning, Investment Advisory, Retirement Planning, Risk Management
Education
University of Pittsburgh 2000 — 2004
Bachelors, Finance
Rory Handyside's Allegheny Financial Group Experience June 1999 - December 2002
Job Business Development and Global Procurement Manager
Industry Wholesale
Experience
Gaydos Monument Co. January 2004 - Present
Triad Advisors January 2003 - December 2003
Allegheny Financial Group June 1999 - December 2002
Skills
Management Consulting, Strategic Planning, Business Strategy, Small Business, Business Planning, Financial Planning, Global Sourcing, Procurement, Sales Management
Education
University of Delaware 1995 — 1999
Bachelor of Science (BS), Finance
Gaydos Monument Co. January 2004 - Present
Triad Advisors January 2003 - December 2003
Allegheny Financial Group June 1999 - December 2002
Skills
Management Consulting, Strategic Planning, Business Strategy, Small Business, Business Planning, Financial Planning, Global Sourcing, Procurement, Sales Management
Education
University of Delaware 1995 — 1999
Bachelor of Science (BS), Finance
Jeanne Cook's Allegheny Financial Group Experience January 2000 - January 2002
Job Accountant
Industry Accounting
Experience
CARE ACCOUNTING INC February 2012 - April 2012
BEAVER COUNTY YMCA January 2010 - January 2012
AURORA HUTS, LLC January 2009 - January 2010
Aurora Hut March 2009 - December 2009
MOSITES CONSTRUCTION COMPANY January 2007 - January 2009
Mosites Construction June 2007 - October 2008
ALLEGHENY VALLY SCHOOL January 2002 - January 2007
Allegheny Financial Group January 2000 - January 2002
BNZ May 1993 - October 2000
BNZ January 1993 - January 2000
Education
Geneva College
M.B.A
Geneva College 1987 — 1991
MBA, Accounting
Geneva College
B.S.B.A, Accounting and Business
CARE ACCOUNTING INC February 2012 - April 2012
BEAVER COUNTY YMCA January 2010 - January 2012
AURORA HUTS, LLC January 2009 - January 2010
Aurora Hut March 2009 - December 2009
MOSITES CONSTRUCTION COMPANY January 2007 - January 2009
Mosites Construction June 2007 - October 2008
ALLEGHENY VALLY SCHOOL January 2002 - January 2007
Allegheny Financial Group January 2000 - January 2002
BNZ May 1993 - October 2000
BNZ January 1993 - January 2000
Education
Geneva College
M.B.A
Geneva College 1987 — 1991
MBA, Accounting
Geneva College
B.S.B.A, Accounting and Business
Annette Mucci's Allegheny Financial Group Experience February 2001 - August 2002
Job Sr. Analyst Logistics Capabilities at HJ Heinz
Industry Consumer Goods
Experience
HJ Heinz January 2013 - August 2013
H.J. Heinz June 2010 - August 2013
FedEx October 2008 - June 2010
Delmonte Foods August 2006 - October 2008
Thermo Fisher Scientific August 2004 - August 2006
Alcoa September 2002 - August 2004
Allegheny Financial Group February 2001 - August 2002
Skills
Forecasting, Essbase, Budgets, Oracle Applications, Oracle, Microsoft Office 2007, Return on Investment, Microsoft Office 2003, BPCS, Accounting, Finance, Transportation Finance..., Cost Accounting, Financial Modeling, Supply Chain, Sarbanes-Oxley Act, Analysis, Account Reconciliation, Financial Reporting, Logistics, Variance Analysis, Process Improvement, Hyperion Enterprise, SAP, Financial Forecasting, Consolidation, P&L
Education
Indiana University of Pennsylvania 1998 — 1999
MBA, Finance
Clarion University of Pennsylvania 1992 — 1996
BS, Accounting
HJ Heinz January 2013 - August 2013
H.J. Heinz June 2010 - August 2013
FedEx October 2008 - June 2010
Delmonte Foods August 2006 - October 2008
Thermo Fisher Scientific August 2004 - August 2006
Alcoa September 2002 - August 2004
Allegheny Financial Group February 2001 - August 2002
Skills
Forecasting, Essbase, Budgets, Oracle Applications, Oracle, Microsoft Office 2007, Return on Investment, Microsoft Office 2003, BPCS, Accounting, Finance, Transportation Finance..., Cost Accounting, Financial Modeling, Supply Chain, Sarbanes-Oxley Act, Analysis, Account Reconciliation, Financial Reporting, Logistics, Variance Analysis, Process Improvement, Hyperion Enterprise, SAP, Financial Forecasting, Consolidation, P&L
Education
Indiana University of Pennsylvania 1998 — 1999
MBA, Finance
Clarion University of Pennsylvania 1992 — 1996
BS, Accounting
Susan Schellin's Allegheny Financial Group Experience 2001 - 2004
Job VP Wealth Management at First Commonwealth Advisors
Industry Investment Management
Experience
First Commonwealth Advisors PresidentAllegheny Investments2001 - 2004
Allegheny Financial Group 2001 - 2004
C.S. McKee, L.P. 1984 - 2000
Education
Chatham University
BA Economics, Accounting, Economics
First Commonwealth Advisors PresidentAllegheny Investments2001 - 2004
Allegheny Financial Group 2001 - 2004
C.S. McKee, L.P. 1984 - 2000
Education
Chatham University
BA Economics, Accounting, Economics
Albert Neuhart's Allegheny Financial Group Experience August 2011 - September 2014
Job Technical Support Specialist at Plummer Slade, Inc.
Industry Information Technology and Services
Experience
Plummer Slade, Inc. September 2014 - Present
Allegheny Financial Group August 2011 - September 2014
Solenture, Inc. May 2006 - August 2011
Comcast February 2004 - May 2006
Staples September 2002 - January 2004
Skills
Technical Support, Documentations, Troubleshooting, Networking, Databases, Hardware, Windows 7, Access, Windows, Active Directory, Group Policy, VMware, Citrix, Mobile Devices, DNS, Windows Server, System Administration
Education
Penn State University 1997 — 2001
B.S., Management Science & Information Systems
Plummer Slade, Inc. September 2014 - Present
Allegheny Financial Group August 2011 - September 2014
Solenture, Inc. May 2006 - August 2011
Comcast February 2004 - May 2006
Staples September 2002 - January 2004
Skills
Technical Support, Documentations, Troubleshooting, Networking, Databases, Hardware, Windows 7, Access, Windows, Active Directory, Group Policy, VMware, Citrix, Mobile Devices, DNS, Windows Server, System Administration
Education
Penn State University 1997 — 2001
B.S., Management Science & Information Systems
Areli Pastrana's Allegheny Financial Group Experience March 2011 - August 2012
Job Executive Assistant to the President at ASI Aviation, LLC.
Industry Airlines/Aviation
Experience
ASI Aviation, LLC. April 2014 - Present
Allegheny Financial Group March 2011 - August 2012
Federated Investors, Inc. October 2010 - March 2011
Kanaly Trust Company July 2007 - March 2010
Orion Real Estate Services, Inc. June 2002 - January 2007
Midway October 2001 - March 2002
Oxford Financial Group January 1999 - September 2001
Skills
Administrative..., Outlook, Heavy Calendaring, Microsoft Office, Event Planning, Mutual Funds, Investments, Calendaring, Microsoft Excel, PowerPoint, Adobe Acrobat, Managerial Finance, Expenses, Troubleshooting, Analysis, Teamwork, Concur, Series 7, Executive Support, Administrative..., Management
Education
University of Houston-Downtown 2005 — 2014
Bachelor's Degree, General Business with minor in Supply Chain Managment and Management
ASI Aviation, LLC. April 2014 - Present
Allegheny Financial Group March 2011 - August 2012
Federated Investors, Inc. October 2010 - March 2011
Kanaly Trust Company July 2007 - March 2010
Orion Real Estate Services, Inc. June 2002 - January 2007
Midway October 2001 - March 2002
Oxford Financial Group January 1999 - September 2001
Skills
Administrative..., Outlook, Heavy Calendaring, Microsoft Office, Event Planning, Mutual Funds, Investments, Calendaring, Microsoft Excel, PowerPoint, Adobe Acrobat, Managerial Finance, Expenses, Troubleshooting, Analysis, Teamwork, Concur, Series 7, Executive Support, Administrative..., Management
Education
University of Houston-Downtown 2005 — 2014
Bachelor's Degree, General Business with minor in Supply Chain Managment and Management
Jason Chestney's Allegheny Financial Group Experience 2003 - 2004
Job Head of Project Controlling at Bombardier Transportation
Industry Transportation/Trucking/Railroad
Experience
Bombardier Transportation June 2008 - Present
Franklin Interiors June 2006 - June 2008
Hudson Global Resources 2004 - 2005
Allegheny Financial Group 2003 - 2004
Skills
Payroll, Invoicing, Cash Flow, Auditing, Bank Reconciliation, Financial Statements, Accounting, Systems Engineering, Contract Management
Education
Slippery Rock University of Pennsylvania 1997 — 2001
BSBA, Accounting
Bombardier Transportation June 2008 - Present
Franklin Interiors June 2006 - June 2008
Hudson Global Resources 2004 - 2005
Allegheny Financial Group 2003 - 2004
Skills
Payroll, Invoicing, Cash Flow, Auditing, Bank Reconciliation, Financial Statements, Accounting, Systems Engineering, Contract Management
Education
Slippery Rock University of Pennsylvania 1997 — 2001
BSBA, Accounting
Jennifer Soscia's Allegheny Financial Group Experience January 2007 - April 2010
Job Executive Administrator at Westinghouse Electric Company
Industry Oil & Energy
Experience
Westinghouse Electric Company August 2010 - Present
Allegheny Financial Group January 2007 - April 2010
Allegheny Financial Group January 2000 - January 2007
Allegheny Financial Group October 1997 - April 2000
THE COPELAND COMPANIES January 1995 - January 1997
Skills
Customer Service, Management, Payroll, Sales
Education
Indiana University of Pennsylvania 1991 — 1995
Bachelor's Degree, Marketing
Westinghouse Electric Company August 2010 - Present
Allegheny Financial Group January 2007 - April 2010
Allegheny Financial Group January 2000 - January 2007
Allegheny Financial Group October 1997 - April 2000
THE COPELAND COMPANIES January 1995 - January 1997
Skills
Customer Service, Management, Payroll, Sales
Education
Indiana University of Pennsylvania 1991 — 1995
Bachelor's Degree, Marketing
Stephanie Hepler's Allegheny Financial Group Experience 1987 - 1988
Job Senior Benefits Analyst at Dunbar, Bender & Zapf, Inc.
Industry Accounting
Experience
Dunbar, Bender & Zapf, Inc. June 2001 - Present
American Pension Benefits, Inc. 1995 - 2001
PNCBANK 1994 - 1995
Halliwell & Associates 1988 - 1994
Allegheny Financial Group 1987 - 1988
Mellon Bank 1986 - 1987
Skills
Plan Administration, Plan Design, Deferred Compensation, ERISA, 401k, IRS, Pensions, Retirement, Special Projects, Compliance, Pension Administration, Employee Benefits, Benefits Administration, Defined Contribution, Retirement Plan..., Profit Sharing, Mutual Funds, Actuarial Science, Executive Pay
Education
Indiana University of Pennsylvania 1981 — 1985
Bachelor of Science (BS), Accounting
Dunbar, Bender & Zapf, Inc. June 2001 - Present
American Pension Benefits, Inc. 1995 - 2001
PNCBANK 1994 - 1995
Halliwell & Associates 1988 - 1994
Allegheny Financial Group 1987 - 1988
Mellon Bank 1986 - 1987
Skills
Plan Administration, Plan Design, Deferred Compensation, ERISA, 401k, IRS, Pensions, Retirement, Special Projects, Compliance, Pension Administration, Employee Benefits, Benefits Administration, Defined Contribution, Retirement Plan..., Profit Sharing, Mutual Funds, Actuarial Science, Executive Pay
Education
Indiana University of Pennsylvania 1981 — 1985
Bachelor of Science (BS), Accounting
Chris Wieder's Allegheny Financial Group Experience April 2006 - Present
Job Financial Advisor, CFP® Allegheny Financial Group
Industry Financial Services
Experience
Allegheny Financial Group April 2006 - Present
Education
Robert Morris University 1996 — 1999
Bachelor's degree, Finance and Financial Management Services
University of Pittsburgh 1992 — 1996
Bachelor's degree, Metallurgical Engineering
Carrick High School 1988 — 1992
Allegheny Financial Group April 2006 - Present
Education
Robert Morris University 1996 — 1999
Bachelor's degree, Finance and Financial Management Services
University of Pittsburgh 1992 — 1996
Bachelor's degree, Metallurgical Engineering
Carrick High School 1988 — 1992
Valissa Mignanelli's Allegheny Financial Group Experience February 2008 - Present
Job Business Analyst & Owner of The Urban Farmhouse
Industry Financial Services
Experience
The Urban Farmhouse July 2015 - Present
Allegheny Financial Group February 2008 - Present
Aliquant Corporation April 2005 - July 2006
Federated Investors April 2005 - July 2006
Federated Investors January 2003 - April 2005
Skills
Process Improvement, Forecasting, Business Analysis, Management, Project Management, Cross-functional Team..., Analysis, Customer Service, Microsoft Office, Microsoft Excel, ecommerce
Education
Edinboro University of Pennsylvania 1996 — 2001
Bachelor of Arts (B.A.), Speech & Communications
The Urban Farmhouse July 2015 - Present
Allegheny Financial Group February 2008 - Present
Aliquant Corporation April 2005 - July 2006
Federated Investors April 2005 - July 2006
Federated Investors January 2003 - April 2005
Skills
Process Improvement, Forecasting, Business Analysis, Management, Project Management, Cross-functional Team..., Analysis, Customer Service, Microsoft Office, Microsoft Excel, ecommerce
Education
Edinboro University of Pennsylvania 1996 — 2001
Bachelor of Arts (B.A.), Speech & Communications
Niki Stedina's Allegheny Financial Group Experience April 2012 - Present
Job Administrative Assistant at Allegheny Financial Group
Industry Financial Services
Experience
Allegheny Financial Group April 2012 - Present
Diabetes Research Institute Foundation January 2009 - Present
Mutual of America September 2006 - April 2012
Education
Clarion University of Pennsylvania
Communication, General
Allegheny Financial Group April 2012 - Present
Diabetes Research Institute Foundation January 2009 - Present
Mutual of America September 2006 - April 2012
Education
Clarion University of Pennsylvania
Communication, General
Joyelle Bateman's Allegheny Financial Group Experience May 2006 - January 2013
Job
Industry Investment Banking
Experience
Allegheny Financial Group May 2006 - January 2013
Lane Bryant August 2005 - May 2006
Education
Community College of Allegheny County 2001 — 2003
Allegheny Financial Group May 2006 - January 2013
Lane Bryant August 2005 - May 2006
Education
Community College of Allegheny County 2001 — 2003