BeneTrends, Inc.
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BeneTrends, Inc. Employees
Employee
Years
Job
Industry
Candice Conway Candice Conway's BeneTrends, Inc. Experience September 2007 - Present
Job Owner at Paws Barkery
Industry Consumer Goods
Experience
Paws Barkery November 2012 - Present
BeneTrends, Inc. September 2007 - Present
Knockouts, Haircuts for Men 2007 - May 2013
BeneTrends, Inc. 2004 - 2007
MDS Pharma Services 2002 - 2004
Merck Research Labs 2000 - 2002
Merck Research Labs 1994 - 2000
Skills
Project Management, Team Leadership, Strategic Leadership, Clinical Research, Clinical Trials, Business Planning, Business Strategy, Small Business, Franchising, Business Plan..., Employee Management, Employee Handbooks, Product Marketing, Marketing Strategy, Meeting Planning, Website Development, Multi-site, Project Coordination, Project Implementation, Project Execution, Management Consulting, Consultation, Business Advisory, Contract Negotiation, Hiring, Sales Operations, Small Business..., Corporate Meetings, Business Meetings, Life Sciences, Clinical Trial..., Compliance, Budgeting, Vendor Management, Pets, Food, Budgets, Business Development
Education
MIT 1984 — 1987
Biology
University of San Diego 1980 — 1984
BA, Biology and Chemistry
Paws Barkery November 2012 - Present
BeneTrends, Inc. September 2007 - Present
Knockouts, Haircuts for Men 2007 - May 2013
BeneTrends, Inc. 2004 - 2007
MDS Pharma Services 2002 - 2004
Merck Research Labs 2000 - 2002
Merck Research Labs 1994 - 2000
Skills
Project Management, Team Leadership, Strategic Leadership, Clinical Research, Clinical Trials, Business Planning, Business Strategy, Small Business, Franchising, Business Plan..., Employee Management, Employee Handbooks, Product Marketing, Marketing Strategy, Meeting Planning, Website Development, Multi-site, Project Coordination, Project Implementation, Project Execution, Management Consulting, Consultation, Business Advisory, Contract Negotiation, Hiring, Sales Operations, Small Business..., Corporate Meetings, Business Meetings, Life Sciences, Clinical Trial..., Compliance, Budgeting, Vendor Management, Pets, Food, Budgets, Business Development
Education
MIT 1984 — 1987
Biology
University of San Diego 1980 — 1984
BA, Biology and Chemistry
Taireez Niswander Taireez Niswander's BeneTrends, Inc. Experience September 2011 - March 2012
Job Communications Coordinator at University of Portland
Industry Higher Education
Experience
University of Portland September 2015 - Present
Silvery Moon Consulting LLC June 2011 - Present
The University of Alabama October 2014 - August 2015
Stillman College November 2014 - May 2015
The University of Alabama March 2014 - September 2014
Beneficial Business Solutions February 2013 - January 2014
FranNet April 2011 - April 2013
Select Specialty Hospital - Victorian Village October 2011 - July 2012
BeneTrends, Inc. September 2011 - March 2012
American Cancer Society - Relay for Life May 2011 - September 2011
Skills
Positive Personality, Positive Can-do Attitude, Energetic team player, Eager To Learn, Customer Relations, Creative Problem Solving, Public Speaking, Social Media Marketing, Community Relations, Volunteer Management, Volunteer Training, Team Leadership, Event Management, Training & Development, Social Media Management, Corporate Communications, Advanced Microsoft..., Administrative Duties, Program Management, Team Building, Superior Customer..., Copy Editing, Training New Employees, Event Planning, Creative Writing, Blogging, Fundraising, Research, Word, Public Relations, Social Networking, Facebook, Event Marketing, Community Outreach, Special Events, Editing, Customer Service, PowerPoint, Leadership, Advertising, WordPress, Training, Newsletters, Microsoft Word, Community Development, Social Media, Leadership Development, Management, Administrative Work, SMO
Education
ISCEA - The International Supply Chain Education Alliance 2013 — 2013
Certified Lean Six Sigma Yellow Belt Program
University of Northern British Columbia 1998 — 2001
Bachelor of Commerce
International Exchange Program: University of Waikato 2000 — 2000
Douglas College 1992 — 1997
Diploma
Canadian Tourism College
University of Alabama 2015 — 2015
Emergency Management Institute
University of Portland September 2015 - Present
Silvery Moon Consulting LLC June 2011 - Present
The University of Alabama October 2014 - August 2015
Stillman College November 2014 - May 2015
The University of Alabama March 2014 - September 2014
Beneficial Business Solutions February 2013 - January 2014
FranNet April 2011 - April 2013
Select Specialty Hospital - Victorian Village October 2011 - July 2012
BeneTrends, Inc. September 2011 - March 2012
American Cancer Society - Relay for Life May 2011 - September 2011
Skills
Positive Personality, Positive Can-do Attitude, Energetic team player, Eager To Learn, Customer Relations, Creative Problem Solving, Public Speaking, Social Media Marketing, Community Relations, Volunteer Management, Volunteer Training, Team Leadership, Event Management, Training & Development, Social Media Management, Corporate Communications, Advanced Microsoft..., Administrative Duties, Program Management, Team Building, Superior Customer..., Copy Editing, Training New Employees, Event Planning, Creative Writing, Blogging, Fundraising, Research, Word, Public Relations, Social Networking, Facebook, Event Marketing, Community Outreach, Special Events, Editing, Customer Service, PowerPoint, Leadership, Advertising, WordPress, Training, Newsletters, Microsoft Word, Community Development, Social Media, Leadership Development, Management, Administrative Work, SMO
Education
ISCEA - The International Supply Chain Education Alliance 2013 — 2013
Certified Lean Six Sigma Yellow Belt Program
University of Northern British Columbia 1998 — 2001
Bachelor of Commerce
International Exchange Program: University of Waikato 2000 — 2000
Douglas College 1992 — 1997
Diploma
Canadian Tourism College
University of Alabama 2015 — 2015
Emergency Management Institute
Gary M. Belford Gary M. Belford's BeneTrends, Inc. Experience July 2011 - November 2012
Job Business, Charitable and Personal Funding
Industry Financial Services
Experience
LetsFundYou March 2015 - Present
Lilien Systems / Air Patrol October 2013 - November 2014
Sales & Marketing Resources October 2012 - September 2013
Benetrends, Inc. July 2011 - November 2012
Sales & Marketing Resources LLC October 2008 - June 2011
The Glove Lady LLC December 2005 - November 2008
Lilien Systems January 1999 - December 2005
Computers America August 1983 - December 1996
Xerographic Copy Systems 1979 - 1981
Xerographic Copy Systems 1979 - 1981
Skills
Finance, Funding, Demographics, New Business Development, Sales Management, Underwriting, Strategy, Selling Skills, Sales, Start-ups, Strategic Partnerships, Consulting, Entrepreneurship, Selling, Leadership, Business Planning, Marketing, Business Development, Strategic Planning, CRM
Education
Sarah Lawrence College 1974 — 1978
Liberal Arts
Sarah Lawrence College 1975 — 1977
Liberal Arts and Sciences, General Studies and Humanities
LetsFundYou March 2015 - Present
Lilien Systems / Air Patrol October 2013 - November 2014
Sales & Marketing Resources October 2012 - September 2013
Benetrends, Inc. July 2011 - November 2012
Sales & Marketing Resources LLC October 2008 - June 2011
The Glove Lady LLC December 2005 - November 2008
Lilien Systems January 1999 - December 2005
Computers America August 1983 - December 1996
Xerographic Copy Systems 1979 - 1981
Xerographic Copy Systems 1979 - 1981
Skills
Finance, Funding, Demographics, New Business Development, Sales Management, Underwriting, Strategy, Selling Skills, Sales, Start-ups, Strategic Partnerships, Consulting, Entrepreneurship, Selling, Leadership, Business Planning, Marketing, Business Development, Strategic Planning, CRM
Education
Sarah Lawrence College 1974 — 1978
Liberal Arts
Sarah Lawrence College 1975 — 1977
Liberal Arts and Sciences, General Studies and Humanities
Britt Blakeley's BeneTrends, Inc. Experience February 2014 - Present
Job Senior Sales Consultant at BeneTrends, Inc.
Industry Program Development
Experience
BeneTrends, Inc. February 2014 - Present
Franchise Dynamics May 2012 - May 2013
ShelfGenie May 2012 - January 2013
FranFund May 2009 - March 2012
Directed Equity December 2007 - December 2008
Money Mailer December 2006 - December 2007
FranChoice March 2005 - May 2006
Skills
Franchising, Business Analysis, Start-ups, Small Business, Franchise Consulting, Sales Management, New Business Development, Entrepreneurship, Coaching, Strategic Planning, Business Planning, Selling, People-oriented, Business Development, Funding, Lead Generation, Marketing, Contract Negotiation, Loans, Problem Solving, Strategy, Sales, B2B, P&L Management, Budgets, Investments, Finance, Account Management, Customer Service, Mergers & Acquisitions, Executive Management
Education
Arizona State University
English, Business Administration
BeneTrends, Inc. February 2014 - Present
Franchise Dynamics May 2012 - May 2013
ShelfGenie May 2012 - January 2013
FranFund May 2009 - March 2012
Directed Equity December 2007 - December 2008
Money Mailer December 2006 - December 2007
FranChoice March 2005 - May 2006
Skills
Franchising, Business Analysis, Start-ups, Small Business, Franchise Consulting, Sales Management, New Business Development, Entrepreneurship, Coaching, Strategic Planning, Business Planning, Selling, People-oriented, Business Development, Funding, Lead Generation, Marketing, Contract Negotiation, Loans, Problem Solving, Strategy, Sales, B2B, P&L Management, Budgets, Investments, Finance, Account Management, Customer Service, Mergers & Acquisitions, Executive Management
Education
Arizona State University
English, Business Administration
Ellen Darlington Ellen Darlington's BeneTrends, Inc. Experience October 2013 - Present
Job Director of Client Services at Benetrends, Inc.
Industry Financial Services
Experience
Benetrends, Inc. October 2013 - Present
BeneTrends, Inc. November 2012 - Present
Mulhern Electric Company January 2011 - September 2012
American Property Tax Consultants LLC September 2008 - January 2011
Eckerd College August 2005 - May 2006
Skills
Spanish, International Relations, Project Management, Leadership, Critical Thinking, Business Development, Finance, New Business Development
Education
Eckerd College 2004 — 2008
B.S., International Business
Eckerd College 2004 — 2008
Bachelor of Science Degree, International Business
Benetrends, Inc. October 2013 - Present
BeneTrends, Inc. November 2012 - Present
Mulhern Electric Company January 2011 - September 2012
American Property Tax Consultants LLC September 2008 - January 2011
Eckerd College August 2005 - May 2006
Skills
Spanish, International Relations, Project Management, Leadership, Critical Thinking, Business Development, Finance, New Business Development
Education
Eckerd College 2004 — 2008
B.S., International Business
Eckerd College 2004 — 2008
Bachelor of Science Degree, International Business
Susan C. Ambler Susan C. Ambler's BeneTrends, Inc. Experience April 2010 - April 2013
Job Retirement Plan Document Specialist at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group April 2013 - Present
Benetrends, Inc. April 2010 - April 2013
United Retirement Plan Consultants July 2006 - April 2010
Ascensus April 1999 - July 2006
Prudential Financial July 1997 - April 1999
Skills
Retirement, Plan Design, Compliance, Customer Service, Accounting, Problem Solving, Word, Excel, Microsoft Office, PowerPoint, Training, 401(k), Qualified Retirement..., Pensions, 401k, Business Planning, ERISA, Microsoft Word, Microsoft Excel, Investments, Defined Contribution, Financial Services, Small Business, Employee Benefits, Insurance, Retirement Planning, Finance, Process Improvement
Education
Kutztown University of Pennsylvania 1988 — 1992
BS in Ed, Elementary Education
Lansdale School of Business 2007 — 2009
Accounting Speciality Diploma, Accounting
Lincoln Financial Group April 2013 - Present
Benetrends, Inc. April 2010 - April 2013
United Retirement Plan Consultants July 2006 - April 2010
Ascensus April 1999 - July 2006
Prudential Financial July 1997 - April 1999
Skills
Retirement, Plan Design, Compliance, Customer Service, Accounting, Problem Solving, Word, Excel, Microsoft Office, PowerPoint, Training, 401(k), Qualified Retirement..., Pensions, 401k, Business Planning, ERISA, Microsoft Word, Microsoft Excel, Investments, Defined Contribution, Financial Services, Small Business, Employee Benefits, Insurance, Retirement Planning, Finance, Process Improvement
Education
Kutztown University of Pennsylvania 1988 — 1992
BS in Ed, Elementary Education
Lansdale School of Business 2007 — 2009
Accounting Speciality Diploma, Accounting
Christine Wallet Christine Wallet's BeneTrends, Inc. Experience May 2012 - January 2013
Job Jr. Graphic Designer at Artcraft Health
Industry Marketing and Advertising
Experience
Artcraft Health February 2015 - Present
ADP October 2014 - February 2015
D4 Creative Group May 2014 - September 2014
Philadelphia Flyers January 2014 - April 2014
BeneTrends, Inc. May 2012 - January 2013
Skills
PowerPoint, Microsoft Office, Social Media, Social Media Marketing, Public Relations, Adobe Creative Suite, Customer Service, Microsoft Word, Marketing, Creative Writing, Marketing Strategy, Leadership, Microsoft Excel, Sales, Advertising
Education
Temple University 2013 — 2014
Advertising, Advertising
Bloomsburg University of Pennsylvania 2010 — 2012
Graphic Design & Public Relations/Image Management
Artcraft Health February 2015 - Present
ADP October 2014 - February 2015
D4 Creative Group May 2014 - September 2014
Philadelphia Flyers January 2014 - April 2014
BeneTrends, Inc. May 2012 - January 2013
Skills
PowerPoint, Microsoft Office, Social Media, Social Media Marketing, Public Relations, Adobe Creative Suite, Customer Service, Microsoft Word, Marketing, Creative Writing, Marketing Strategy, Leadership, Microsoft Excel, Sales, Advertising
Education
Temple University 2013 — 2014
Advertising, Advertising
Bloomsburg University of Pennsylvania 2010 — 2012
Graphic Design & Public Relations/Image Management
Peter Tursi petertursi@comcast.net's BeneTrends, Inc. Experience April 2009 - June 2011
Job Area Development Manager at Colonial Life
Industry Financial Services
Experience
Colonial Life May 2014 - Present
TD Bank, N.A. December 2012 - January 2014
Performance Bicycles April 2010 - January 2013
BeneTrends, Inc. April 2009 - June 2011
Merrill Lynch 2008 - 2009
ACENSUS (formerly BISYS Retirement Services) 1994 - 2007
Skills
Financial Services, Project Management, Training, IRS, Retirement, 401k, Customer Service, Investments, Relationship Management, New Business Development, Mutual Funds, Team Building, Management, Strategy, Marketing, Leadership, Employee Benefits, Insurance, Sales, Retirement Planning, Sales Management, CRM, Strategic Planning, Access, Team Leadership, Retail, Small Business, Finance, Selling, Microsoft Excel, Business Development, Sales Process
Education
Penn State University
BS, Marketing
Colonial Life May 2014 - Present
TD Bank, N.A. December 2012 - January 2014
Performance Bicycles April 2010 - January 2013
BeneTrends, Inc. April 2009 - June 2011
Merrill Lynch 2008 - 2009
ACENSUS (formerly BISYS Retirement Services) 1994 - 2007
Skills
Financial Services, Project Management, Training, IRS, Retirement, 401k, Customer Service, Investments, Relationship Management, New Business Development, Mutual Funds, Team Building, Management, Strategy, Marketing, Leadership, Employee Benefits, Insurance, Sales, Retirement Planning, Sales Management, CRM, Strategic Planning, Access, Team Leadership, Retail, Small Business, Finance, Selling, Microsoft Excel, Business Development, Sales Process
Education
Penn State University
BS, Marketing
Thomas Wescott Thomas Wescott's BeneTrends, Inc. Experience August 2006 - October 2009
Job Director of Business Development at Javan Engineering
Industry Pharmaceuticals
Experience
Javan Engineering Inc. March 2014 - Present
American Heritage Federal Credit Union August 2012 - March 2014
U.S. Security Care, Inc. August 2011 - August 2012
Aflac April 2011 - August 2011
BeneTrends, Inc. August 2006 - October 2009
Verizon Information Services November 2005 - August 2006
GlaxoSmithKline Pharmaceuticals January 1998 - January 2005
Sanofi Pasteur 1988 - 1997
Skills
Sales Management, Sales, Strategic Planning, Training, Strategy, Business Development, Recruiting, Leadership, Team Leadership, CRM, Microsoft Office, Driving Results, Client Prospecting, Team Building, Business Planning, Management, Coaching, Marketing
Education
Gwynedd Mercy University 2010 — 2012
Masters, Organizational Management
La Salle University
B/S, Marketing - Finance
Javan Engineering Inc. March 2014 - Present
American Heritage Federal Credit Union August 2012 - March 2014
U.S. Security Care, Inc. August 2011 - August 2012
Aflac April 2011 - August 2011
BeneTrends, Inc. August 2006 - October 2009
Verizon Information Services November 2005 - August 2006
GlaxoSmithKline Pharmaceuticals January 1998 - January 2005
Sanofi Pasteur 1988 - 1997
Skills
Sales Management, Sales, Strategic Planning, Training, Strategy, Business Development, Recruiting, Leadership, Team Leadership, CRM, Microsoft Office, Driving Results, Client Prospecting, Team Building, Business Planning, Management, Coaching, Marketing
Education
Gwynedd Mercy University 2010 — 2012
Masters, Organizational Management
La Salle University
B/S, Marketing - Finance
Leo Verani Leo Verani's BeneTrends, Inc. Experience May 2006 - Present
Job Supervisor at BeneTrends, Inc.
Industry Financial Services
Experience
BeneTrends, Inc. May 2006 - Present
BISYS February 1999 - May 2006
Skills
Mutual Funds, Business Planning, Finance, 401k, Investments, Retirement Planning, Retirement, Funding, Financial Services, Financial Statements, Pensions, Process Improvement
Education
Kutztown University of Pennsylvania 1981 — 1984
Marketing Major, Business
BeneTrends, Inc. May 2006 - Present
BISYS February 1999 - May 2006
Skills
Mutual Funds, Business Planning, Finance, 401k, Investments, Retirement Planning, Retirement, Funding, Financial Services, Financial Statements, Pensions, Process Improvement
Education
Kutztown University of Pennsylvania 1981 — 1984
Marketing Major, Business
Bill Skene's BeneTrends, Inc. Experience October 2013 - Present
Job Executive Director of Insurance & Risk Management at Benetrends, Inc.
Industry Insurance
Experience
BeneTrends, Inc. October 2013 - Present
Professional Liability Consulting Group, LLC. July 2012 - October 2013
Advanced Sensory Diagnostics, LLC. 2010 - 2012
Luckman & Associates, LLC 2005 - 2010
Towers Perrin December 2006 - June 2007
First Financial Group of MassMutual May 2006 - December 2006
Skills
Property & Casualty..., Risk Management, Operations Management, Sales Operations, Health Insurance, General Insurance, Commercial Insurance, Life Insurance, Disability Insurance, Term Life Insurance, Umbrella Insurance, Mortgage Lending, Commercial Lending, Small Business Lending, Asset Based Lending, Cash Flow Lending, Real Estate Lending, Process Consulting, Sales, Sales Management, Direct Sales, Sales Process, Investments, Professional Liability, Brokers, Small Business, Retirement, Financial Services, Employee Benefits, Employment Practices..., Underwriting, D&O, Reinsurance, Insurance, Finance, 401k, Management, Strategic Planning, Customer Service, Leadership, Start-ups, Marketing
Education
Saint Joseph's University
Bachelor of Science in Business Administration, Finance & Economics
BeneTrends, Inc. October 2013 - Present
Professional Liability Consulting Group, LLC. July 2012 - October 2013
Advanced Sensory Diagnostics, LLC. 2010 - 2012
Luckman & Associates, LLC 2005 - 2010
Towers Perrin December 2006 - June 2007
First Financial Group of MassMutual May 2006 - December 2006
Skills
Property & Casualty..., Risk Management, Operations Management, Sales Operations, Health Insurance, General Insurance, Commercial Insurance, Life Insurance, Disability Insurance, Term Life Insurance, Umbrella Insurance, Mortgage Lending, Commercial Lending, Small Business Lending, Asset Based Lending, Cash Flow Lending, Real Estate Lending, Process Consulting, Sales, Sales Management, Direct Sales, Sales Process, Investments, Professional Liability, Brokers, Small Business, Retirement, Financial Services, Employee Benefits, Employment Practices..., Underwriting, D&O, Reinsurance, Insurance, Finance, 401k, Management, Strategic Planning, Customer Service, Leadership, Start-ups, Marketing
Education
Saint Joseph's University
Bachelor of Science in Business Administration, Finance & Economics
Len Fischer Len Fischer's BeneTrends, Inc. Experience June 1981 - Present
Job Founder & Chairman, Benetrends
Industry Financial Services
Experience
BeneTrends, Inc. June 1981 - Present
Skills
Franchise Consulting, Entrepreneurship, Franchising, Small Business, Start-ups, Business Planning, Funding, Business Strategy, Real Estate, Mergers, Valuation, Business Acquisition, Management, B2B, Leadership, Budgets, Product Development, Contract Negotiation, Online Marketing, Exit Strategies, Mergers & Acquisitions, Strategic Partnerships, Marketing Strategy, Operations Management, Social Media, Strategic Planning, Coaching, Social Networking, Training, Corporate Development, International Business, Sales Process, Due Diligence, Private Equity, Marketing, Leadership Development, Team Building, Business, Sales Operations, Portfolio Management, Competitive Analysis, Business Valuation, Sales, Employee Benefits, Finance, Strategy, Retirement, ERISA, Public Speaking, Lead Generation
Education
Brooklyn Law School 1962 — 1965
Doctor of Law (JD)
City University of New York-Baruch College - Zicklin School of Business 1956 — 1962
Bba
BeneTrends, Inc. June 1981 - Present
Skills
Franchise Consulting, Entrepreneurship, Franchising, Small Business, Start-ups, Business Planning, Funding, Business Strategy, Real Estate, Mergers, Valuation, Business Acquisition, Management, B2B, Leadership, Budgets, Product Development, Contract Negotiation, Online Marketing, Exit Strategies, Mergers & Acquisitions, Strategic Partnerships, Marketing Strategy, Operations Management, Social Media, Strategic Planning, Coaching, Social Networking, Training, Corporate Development, International Business, Sales Process, Due Diligence, Private Equity, Marketing, Leadership Development, Team Building, Business, Sales Operations, Portfolio Management, Competitive Analysis, Business Valuation, Sales, Employee Benefits, Finance, Strategy, Retirement, ERISA, Public Speaking, Lead Generation
Education
Brooklyn Law School 1962 — 1965
Doctor of Law (JD)
City University of New York-Baruch College - Zicklin School of Business 1956 — 1962
Bba
Nicole Russo Nicole Russo's BeneTrends, Inc. Experience May 2012 - May 2014
Job Independent Marketing Consultant
Industry Marketing and Advertising
Experience
Independent Marketing Consultant February 2008 - Present
BeneTrends, Inc. May 2012 - May 2014
Creative Video June 2010 - February 2012
American Advertising January 2009 - May 2010
Heartland Payment Systems June 2008 - November 2008
Ketchum March 2007 - December 2007
LevLane November 2004 - January 2005
Philadelphia 76ers September 2004 - November 2004
Skills
Digital Media, Public Relations, Marketing Communications, Online Marketing, Brand Development, Digital Marketing, Social Media Marketing, Digital Strategy, Marketing Strategy, Lead Generation, Interactive Marketing, Multimedia, Advertising, Marketing, Social Media, Leadership, Management, Integrated Marketing, Strategy, Social Networking, CRM, Blogging, Online Advertising, Video, Team Leadership, SEO
Education
London Metropolitan University 2006 — 2008
Master of Arts, Digital Media
Semester At Sea - International Program 2004 — 2004
Communications
Kutztown University 2000 — 2004
Bachelor of Arts, Communication
Central Bucks West
Independent Marketing Consultant February 2008 - Present
BeneTrends, Inc. May 2012 - May 2014
Creative Video June 2010 - February 2012
American Advertising January 2009 - May 2010
Heartland Payment Systems June 2008 - November 2008
Ketchum March 2007 - December 2007
LevLane November 2004 - January 2005
Philadelphia 76ers September 2004 - November 2004
Skills
Digital Media, Public Relations, Marketing Communications, Online Marketing, Brand Development, Digital Marketing, Social Media Marketing, Digital Strategy, Marketing Strategy, Lead Generation, Interactive Marketing, Multimedia, Advertising, Marketing, Social Media, Leadership, Management, Integrated Marketing, Strategy, Social Networking, CRM, Blogging, Online Advertising, Video, Team Leadership, SEO
Education
London Metropolitan University 2006 — 2008
Master of Arts, Digital Media
Semester At Sea - International Program 2004 — 2004
Communications
Kutztown University 2000 — 2004
Bachelor of Arts, Communication
Central Bucks West
Glenn Lesky (glennlesky@aol.com) Glenn Lesky (glennlesky@aol.com)'s BeneTrends, Inc. Experience 2000 - 2008
Job Sales Management Executive
Industry Industrial Automation
Experience
www.mycareerhighlights.com/glenlesky October 2008 - Present
BeneTrends, Inc. 2000 - 2008
The John Harland Company September 2001 - February 2003
Moore Business Communications Services January 1995 - February 2001
Skills
Strategy, CRM, Leadership, Management, Sales Operations, Outsourcing, Forecasting, Process Improvement, Sales Management, Sales Process, Strategic Planning, Sales, Contract Negotiation, Marketing, Project Management
Education
University of Phoenix 2008 — 2009
Bachelor of Science, Degree Candidate, Buisness Management
Farmingdale State College 1970 — 1972
Associate, Business Administration
www.mycareerhighlights.com/glenlesky October 2008 - Present
BeneTrends, Inc. 2000 - 2008
The John Harland Company September 2001 - February 2003
Moore Business Communications Services January 1995 - February 2001
Skills
Strategy, CRM, Leadership, Management, Sales Operations, Outsourcing, Forecasting, Process Improvement, Sales Management, Sales Process, Strategic Planning, Sales, Contract Negotiation, Marketing, Project Management
Education
University of Phoenix 2008 — 2009
Bachelor of Science, Degree Candidate, Buisness Management
Farmingdale State College 1970 — 1972
Associate, Business Administration
Adrianne Graves Adrianne Graves's BeneTrends, Inc. Experience Pension AnalystBeneTrends, Inc.April 2014 - Present
Job Pension Analyst at BeneTrends, Inc.
Industry Financial Services
Experience
BeneTrends, Inc. Pension AnalystBeneTrends, Inc.April 2014 - Present
BeneTrends, Inc. 2012 - 2013
Ascensus 1996 - 2011
Ascensus 1996 - 2011
Ascensus 1996 - 2011
Skills
401k, Retirement, Investments
Education
Philadelphia University 1982 — 1986
Bachelor of Business Administration (B.B.A.), Management Information Systems, General
BeneTrends, Inc. Pension AnalystBeneTrends, Inc.April 2014 - Present
BeneTrends, Inc. 2012 - 2013
Ascensus 1996 - 2011
Ascensus 1996 - 2011
Ascensus 1996 - 2011
Skills
401k, Retirement, Investments
Education
Philadelphia University 1982 — 1986
Bachelor of Business Administration (B.B.A.), Management Information Systems, General
Candice Caruso's BeneTrends, Inc. Experience March 2011 - October 2012
Job Innovative Business Funding Expert | President of Pango Financial | Trusted Business Consultant
Industry Financial Services
Experience
Pango Financial 2014 - Present
Convergence Group October 2012 - March 2014
BeneTrends, Inc. March 2011 - October 2012
BeneTrends, Inc. April 2006 - October 2012
Bisys Plan Services 2005 - 2006
Benefit TechGroup Inc. 1998 - 2005
Skills
Capital Markets, Business Valuation, Return on Investment, Business Analysis, Financial Reporting, Sarbanes-Oxley Act, Business Acquisition..., Creative Consultation, Franchising, Small Business, Investments, New Business Development, Entrepreneurship, Business Development, Marketing, Lead Generation, Sales, Leadership, Process Improvement, Start-ups, Strategy, Contract Negotiation, Strategic Partnerships, Business, Marketing Strategy, Financial Services, Program Management, Finance, Business Planning, Management, Advertising, Training, Sales Process, Management Consulting, Mergers & Acquisitions, Risk Management, Networking, Executive Management, Consulting, International Business, CRM, Competitive Analysis, B2B, Team Building, Strategic Planning, Market Planning, Cross-functional Team..., Sales Management, P&L Management
Education
Philadelphia University
Bachelors of Science, Marketing & Management
Pango Financial 2014 - Present
Convergence Group October 2012 - March 2014
BeneTrends, Inc. March 2011 - October 2012
BeneTrends, Inc. April 2006 - October 2012
Bisys Plan Services 2005 - 2006
Benefit TechGroup Inc. 1998 - 2005
Skills
Capital Markets, Business Valuation, Return on Investment, Business Analysis, Financial Reporting, Sarbanes-Oxley Act, Business Acquisition..., Creative Consultation, Franchising, Small Business, Investments, New Business Development, Entrepreneurship, Business Development, Marketing, Lead Generation, Sales, Leadership, Process Improvement, Start-ups, Strategy, Contract Negotiation, Strategic Partnerships, Business, Marketing Strategy, Financial Services, Program Management, Finance, Business Planning, Management, Advertising, Training, Sales Process, Management Consulting, Mergers & Acquisitions, Risk Management, Networking, Executive Management, Consulting, International Business, CRM, Competitive Analysis, B2B, Team Building, Strategic Planning, Market Planning, Cross-functional Team..., Sales Management, P&L Management
Education
Philadelphia University
Bachelors of Science, Marketing & Management
Danielle Archambault Danielle Archambault's BeneTrends, Inc. Experience May 2014 - May 2015
Job Retirement Services Consultant at Ascensus
Industry Financial Services
Experience
Ascensus May 2015 - Present
BeneTrends, Inc. May 2014 - May 2015
The DePaul Group May 2013 - May 2014
Planet Fitness February 2012 - April 2013
Planet Fitness May 2011 - January 2012
American Eagle Outfitters May 2005 - June 2007
Skills
Organizational..., Computer Literate, Punctual, Self Driven, Team Motivator, Self-driven, Time Management, Sales, Payroll, Leadership, Team Building, Training, Coaching, Employee Training, Interviews, Human Resources, Hiring, Employee Benefits, Employee Relations, Customer Service, Microsoft Office, Microsoft Excel, Management, Social Media
Education
Kutztown University of Pennsylvania 2007 — 2010
Bachelor of Arts (BA), Molecular Biology
Ascensus May 2015 - Present
BeneTrends, Inc. May 2014 - May 2015
The DePaul Group May 2013 - May 2014
Planet Fitness February 2012 - April 2013
Planet Fitness May 2011 - January 2012
American Eagle Outfitters May 2005 - June 2007
Skills
Organizational..., Computer Literate, Punctual, Self Driven, Team Motivator, Self-driven, Time Management, Sales, Payroll, Leadership, Team Building, Training, Coaching, Employee Training, Interviews, Human Resources, Hiring, Employee Benefits, Employee Relations, Customer Service, Microsoft Office, Microsoft Excel, Management, Social Media
Education
Kutztown University of Pennsylvania 2007 — 2010
Bachelor of Arts (BA), Molecular Biology
Kelly Cozzi's BeneTrends, Inc. Experience September 2011 - February 2013
Job Sales Associate at Berkshire Hathaway HomeServices Cherry Hill
Industry Real Estate
Experience
Berkshire Hathaway HomeServices November 2014 - Present
CareersUSA February 2013 - September 2013
BeneTrends, Inc. September 2011 - February 2013
W.W. Grainger October 2010 - September 2011
Tantini Tanning Bar February 2010 - September 2011
Rowan University September 2006 - June 2010
Rowan University September 2006 - June 2009
Skills
Sales, Cold Calling, Customer Service, PowerPoint, Microsoft Office, Microsoft Word, ACT, CRM, Selling, Management, Marketing Strategy, Business Development, Training, Team Building, Sales Management, Marketing, Strategic Planning, Leadership, Coaching, Time Management, Sales Operations
Education
Rowan University 2006 — 2010
Public Relations, Advertising, Marketing, Communication Studies, Radio/TV/Film, Dance
Haddonfield Memorial High School
Berkshire Hathaway HomeServices November 2014 - Present
CareersUSA February 2013 - September 2013
BeneTrends, Inc. September 2011 - February 2013
W.W. Grainger October 2010 - September 2011
Tantini Tanning Bar February 2010 - September 2011
Rowan University September 2006 - June 2010
Rowan University September 2006 - June 2009
Skills
Sales, Cold Calling, Customer Service, PowerPoint, Microsoft Office, Microsoft Word, ACT, CRM, Selling, Management, Marketing Strategy, Business Development, Training, Team Building, Sales Management, Marketing, Strategic Planning, Leadership, Coaching, Time Management, Sales Operations
Education
Rowan University 2006 — 2010
Public Relations, Advertising, Marketing, Communication Studies, Radio/TV/Film, Dance
Haddonfield Memorial High School
Kathy Sergio's BeneTrends, Inc. Experience September 2007 - Present
Job Senior Consultant
Industry Financial Services
Experience
BeneTrends, Inc. September 2007 - Present
BeneTrends, Inc. 2006 - 2008
Skills
Sales Management, Peachtree software, MS Office Suite, Office management and..., Customer Relations, Financial Advisory, FICO Certified, Accounts Payable, Accounts Receivable, Act - CRM software, Strategic Planning, Customer Service, Business Strategy, Peachtree, Management, New Business Development, Microsoft Office, Finance, Training, Office Management, Retail, Team Building, Funding, Marketing, Real Estate, Small Business, Sales, Strategy, Business Development, Management Consulting, Leadership Development, Coaching, Strategic Partnerships, Business, Business Planning, Contract Negotiation, Program Management, Franchise Consulting, Operations Management, Retirement Planning, Recruiting, Consulting, B2B, Sales Process, Insurance, Mutual Funds, Mergers & Acquisitions, Selling, Leadership, Team Leadership
Education
Strayer University (DE) 2003 — 2005
Bachelor of Business Administration (B.B.A.), Business
BeneTrends, Inc. September 2007 - Present
BeneTrends, Inc. 2006 - 2008
Skills
Sales Management, Peachtree software, MS Office Suite, Office management and..., Customer Relations, Financial Advisory, FICO Certified, Accounts Payable, Accounts Receivable, Act - CRM software, Strategic Planning, Customer Service, Business Strategy, Peachtree, Management, New Business Development, Microsoft Office, Finance, Training, Office Management, Retail, Team Building, Funding, Marketing, Real Estate, Small Business, Sales, Strategy, Business Development, Management Consulting, Leadership Development, Coaching, Strategic Partnerships, Business, Business Planning, Contract Negotiation, Program Management, Franchise Consulting, Operations Management, Retirement Planning, Recruiting, Consulting, B2B, Sales Process, Insurance, Mutual Funds, Mergers & Acquisitions, Selling, Leadership, Team Leadership
Education
Strayer University (DE) 2003 — 2005
Bachelor of Business Administration (B.B.A.), Business
Michael P. Minitelli's BeneTrends, Inc. Experience November 2011 - August 2012
Job Director of Sales at Lightpath
Industry Telecommunications
Experience
Lightpath January 2015 - Present
Optimum Lightpath August 2012 - December 2014
BeneTrends, Inc. November 2011 - August 2012
Cintas January 2010 - October 2010
Cintas June 2008 - June 2009
Cintas June 2004 - June 2008
Skills
Business Development, New Business Development, Strategic Partnerships, Key Account Management, Sales Management, Sales, Negotiation, B2B, Recruiting, Entrepreneurship, Forecasting, Sales Process, Management, Marketing Strategy, Leadership, Customer Service, Networking, Sales Operations, Salesforce.com, Selling, Cold Calling, Managed Services
Education
Fairleigh Dickinson University 2000 — 2004
Lightpath January 2015 - Present
Optimum Lightpath August 2012 - December 2014
BeneTrends, Inc. November 2011 - August 2012
Cintas January 2010 - October 2010
Cintas June 2008 - June 2009
Cintas June 2004 - June 2008
Skills
Business Development, New Business Development, Strategic Partnerships, Key Account Management, Sales Management, Sales, Negotiation, B2B, Recruiting, Entrepreneurship, Forecasting, Sales Process, Management, Marketing Strategy, Leadership, Customer Service, Networking, Sales Operations, Salesforce.com, Selling, Cold Calling, Managed Services
Education
Fairleigh Dickinson University 2000 — 2004
Kori Harwood Kori Harwood's BeneTrends, Inc. Experience December 2013 - Present
Job Corporate Reporting Coordinator at BeneTrends, Inc.
Industry Financial Services
Experience
BeneTrends, Inc. December 2013 - Present
BeneTrends, Inc. July 2008 - December 2013
DaVita September 2006 - July 2008
Skills
Retirement Planning, Microsoft Excel, Mutual Funds, 401k, Investments, Account Reconciliation, Training, Employee Benefits, Retirement, Insurance, Management, Benefits Administration, Program Management
Education
Bloomsburg University of Pennsylvania 2002 — 2006
Art/Art History
Conestoga High School
Conestoga High School
BeneTrends, Inc. December 2013 - Present
BeneTrends, Inc. July 2008 - December 2013
DaVita September 2006 - July 2008
Skills
Retirement Planning, Microsoft Excel, Mutual Funds, 401k, Investments, Account Reconciliation, Training, Employee Benefits, Retirement, Insurance, Management, Benefits Administration, Program Management
Education
Bloomsburg University of Pennsylvania 2002 — 2006
Art/Art History
Conestoga High School
Conestoga High School
Eric Schechterman Eric Schechterman's BeneTrends, Inc. Experience April 2011 - Present
Job National Sales Director at Benetrends, Inc.
Industry Financial Services
Paula Tomko's BeneTrends, Inc. Experience 2011 - 2013
Job Staff Auditor
Industry Financial Services
Experience
Growing Regional Bank in the MidAtlantic Region May 2014 - Present
District 38 Toastmasters July 2014 - June 2015
District 38 Toastmasters July 2013 - June 2014
District 38 Toastmasters July 2012 - June 2013
BeneTrends, Inc. 2011 - 2013
Toastmasters District 38 July 2011 - June 2012
Toastmasters District 38 July 2010 - June 2011
Toastmasters District 38 July 2009 - June 2010
Benefit Consultants Group 2007 - 2010
Vanguard 2000 - 2007
Skills
Public Speaking, Training, Customer Service, Leadership, Employee Benefits, Contract Negotiation, Process Improvement, Sales Management, Marketing, Social Media, Social Media Marketing, Retirement, Coaching, Retirement Planning, 401k, Project Planning, Toastmasters, Budgets, Management, Strategic Planning, Team Building, Leadership Development, Project Management, Analysis, Finance, Business Planning, Team Leadership, Mutual Funds, PowerPoint
Education
Rosemont College 2002 — 2004
MBA Coursework
University of Pittsburgh 1983 — 1994
Bachelor of Arts (B.A.), Economics
Growing Regional Bank in the MidAtlantic Region May 2014 - Present
District 38 Toastmasters July 2014 - June 2015
District 38 Toastmasters July 2013 - June 2014
District 38 Toastmasters July 2012 - June 2013
BeneTrends, Inc. 2011 - 2013
Toastmasters District 38 July 2011 - June 2012
Toastmasters District 38 July 2010 - June 2011
Toastmasters District 38 July 2009 - June 2010
Benefit Consultants Group 2007 - 2010
Vanguard 2000 - 2007
Skills
Public Speaking, Training, Customer Service, Leadership, Employee Benefits, Contract Negotiation, Process Improvement, Sales Management, Marketing, Social Media, Social Media Marketing, Retirement, Coaching, Retirement Planning, 401k, Project Planning, Toastmasters, Budgets, Management, Strategic Planning, Team Building, Leadership Development, Project Management, Analysis, Finance, Business Planning, Team Leadership, Mutual Funds, PowerPoint
Education
Rosemont College 2002 — 2004
MBA Coursework
University of Pittsburgh 1983 — 1994
Bachelor of Arts (B.A.), Economics
Stacey McNally Kuzniasz's BeneTrends, Inc. Experience February 2014 - Present
Job AVP
Industry Banking
Experience
BeneTrends, Inc. February 2014 - Present
1st Colonial Community Bank February 2013 - February 2014
Bank of America September 2012 - February 2013
PNC BANK November 2007 - July 2012
CIT December 2003 - November 2007
Skills
Loans, Commercial Lending, Small Business Lending, Credit, Underwriting, Mortgage Lending, Credit Analysis, Banking, Commercial Banking, Asset Based Lending, Portfolio Management, Commercial Mortgages, Analysis, Due Diligence, Loan Origination, Mortgage Banking, Management, Operations Management, Process Improvement
Education
Camden County College 1998 — 2000
Associate of Science (A.S.), Business Administration and Management, General
New Jersey Land & Title Institute
Omega Institute
Paralegal
BeneTrends, Inc. February 2014 - Present
1st Colonial Community Bank February 2013 - February 2014
Bank of America September 2012 - February 2013
PNC BANK November 2007 - July 2012
CIT December 2003 - November 2007
Skills
Loans, Commercial Lending, Small Business Lending, Credit, Underwriting, Mortgage Lending, Credit Analysis, Banking, Commercial Banking, Asset Based Lending, Portfolio Management, Commercial Mortgages, Analysis, Due Diligence, Loan Origination, Mortgage Banking, Management, Operations Management, Process Improvement
Education
Camden County College 1998 — 2000
Associate of Science (A.S.), Business Administration and Management, General
New Jersey Land & Title Institute
Omega Institute
Paralegal
Mona Janes's BeneTrends, Inc. Experience April 2013 - Present
Job Senior Consultant at BeneTrends, Inc.
Industry Financial Services
Experience
BeneTrends, Inc. April 2013 - Present
Wildwood Financial Group October 1988 - June 2007
Skills
Investments, Entrepreneurship, Franchising, Funding, Start-ups, Small Business, Franchise Consulting, Financial Advisory, Due Diligence, Leadership, Training, Loans, Business, Venture Capital, Asset Managment, Financial Analysis, Lead Generation, P&L Management, Budgets, Sales, Business Development, Small Business Lending, Sales Process, Executive Coaching, Customer Service, Operations Management, Management, Income Statement, Marketing, Strategy, Process Improvement, Financial Services, Selling, Investment Properties, Marketing Strategy, Sales Management, Mortgage Lending, Managerial Finance, Profit, Consulting, Portfolio Management, Strategic Partnerships, Sales Operations, CRM, Asset Management, Business Strategy, Leadership Development, Customer Retention, Negotiation, Program Management
Education
St. Louis Community College 1979 — 1981
Finance
BeneTrends, Inc. April 2013 - Present
Wildwood Financial Group October 1988 - June 2007
Skills
Investments, Entrepreneurship, Franchising, Funding, Start-ups, Small Business, Franchise Consulting, Financial Advisory, Due Diligence, Leadership, Training, Loans, Business, Venture Capital, Asset Managment, Financial Analysis, Lead Generation, P&L Management, Budgets, Sales, Business Development, Small Business Lending, Sales Process, Executive Coaching, Customer Service, Operations Management, Management, Income Statement, Marketing, Strategy, Process Improvement, Financial Services, Selling, Investment Properties, Marketing Strategy, Sales Management, Mortgage Lending, Managerial Finance, Profit, Consulting, Portfolio Management, Strategic Partnerships, Sales Operations, CRM, Asset Management, Business Strategy, Leadership Development, Customer Retention, Negotiation, Program Management
Education
St. Louis Community College 1979 — 1981
Finance
Akilah DeLorme's BeneTrends, Inc. Experience July 2012 - December 2013
Job Retirement Specialist at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase 2014 - Present
BeneTrends, Inc. July 2012 - December 2013
Ascensus June 2003 - July 2012
Skills
Pension Administration, Mutual Funds, 401k, Business Analysis, Financial Services, Customer Service, Securities, Project Management, Employee Benefits, Team Building, Risk Management, Retirement, Insurance, Vendor Management
Education
Eastern University
JPMorgan Chase 2014 - Present
BeneTrends, Inc. July 2012 - December 2013
Ascensus June 2003 - July 2012
Skills
Pension Administration, Mutual Funds, 401k, Business Analysis, Financial Services, Customer Service, Securities, Project Management, Employee Benefits, Team Building, Risk Management, Retirement, Insurance, Vendor Management
Education
Eastern University
Randall Broscious's BeneTrends, Inc. Experience October 2013 - Present
Job Client Services Manager at BeneTrends, Inc.
Industry Financial Services
Experience
BeneTrends, Inc. October 2013 - Present
Vanguard July 2010 - October 2013
Milliman August 2007 - January 2010
First Niagara Bank August 2004 - August 2007
Benefit Consulting Group, LLC August 2000 - July 2004
National Rural Electric Cooperative Association July 1989 - August 2000
Skills
Business Development, ERISA, Pensions, Retirement, Defined Contribution, Team Building, Sales Operations, Consulting, Investments, CRM, Retirement Planning, Analysis, Defined Benefit, Profit Sharing, Employee Benefits, Relationship Management, Great communications..., Regulatory Requirements, Compliance Testing, 401k, Insurance
Education
Southern Illinois University, Carbondale 2004 — 2006
Bachelors Degree, Health Care Administration
BeneTrends, Inc. October 2013 - Present
Vanguard July 2010 - October 2013
Milliman August 2007 - January 2010
First Niagara Bank August 2004 - August 2007
Benefit Consulting Group, LLC August 2000 - July 2004
National Rural Electric Cooperative Association July 1989 - August 2000
Skills
Business Development, ERISA, Pensions, Retirement, Defined Contribution, Team Building, Sales Operations, Consulting, Investments, CRM, Retirement Planning, Analysis, Defined Benefit, Profit Sharing, Employee Benefits, Relationship Management, Great communications..., Regulatory Requirements, Compliance Testing, 401k, Insurance
Education
Southern Illinois University, Carbondale 2004 — 2006
Bachelors Degree, Health Care Administration
Colleen Cranage's BeneTrends, Inc. Experience June 2010 - March 2012
Job Retirement Services, Plan Administrator at Fulton Financial Advisors/Clermont Wealth Strategies
Industry Accounting
Experience
Fulton Financial Advisors September 2012 - Present
Benetrends, Inc. June 2010 - March 2012
BPA, a BPAS Company (a subsidiary of Community Bank, NA) August 2009 - June 2010
Valley Forge Consulting Corporation 2004 - 2009
Valley Forge Pension Management June 1998 - July 2004
Skills
401k, Retirement, Plan Design, ERISA, Excel, Pensions, Microsoft Office, Retirement Planning, Qualified Retirement..., Profit Sharing, Microsoft Excel, Retirement Plan..., Asset Allocation, Mutual Funds, Defined Contribution, Pension Administration, Business Planning
Education
Gwynedd Mercy University 1980 — 1984
BS Business Administration, Accounting
Mount Saint Joseph Academy 1976 — 1980
High School Degree
St. Alphonsus
St. Alphonsus
St. Alphonsus
Fulton Financial Advisors September 2012 - Present
Benetrends, Inc. June 2010 - March 2012
BPA, a BPAS Company (a subsidiary of Community Bank, NA) August 2009 - June 2010
Valley Forge Consulting Corporation 2004 - 2009
Valley Forge Pension Management June 1998 - July 2004
Skills
401k, Retirement, Plan Design, ERISA, Excel, Pensions, Microsoft Office, Retirement Planning, Qualified Retirement..., Profit Sharing, Microsoft Excel, Retirement Plan..., Asset Allocation, Mutual Funds, Defined Contribution, Pension Administration, Business Planning
Education
Gwynedd Mercy University 1980 — 1984
BS Business Administration, Accounting
Mount Saint Joseph Academy 1976 — 1980
High School Degree
St. Alphonsus
St. Alphonsus
St. Alphonsus
Kyle Blacken's BeneTrends, Inc. Experience April 2011 - Present
Job Corporate Reporting Analyst
Industry Financial Services
Experience
BeneTrends, Inc. April 2011 - Present
Dicks Sporting Goods May 2008 - April 2011
Dicks Sporting Goods May 2004 - May 2008
Skills
Customer Service, Sales Management, Excel, Timely, Microsoft Office, Retail, Compliance, Word, Spreadsheets, Inventory Management, Promotions, Merchandising, Modeling, Microsoft Word, Microsoft Excel, Investments, Recruiting, Analysis, Finance, Employee Benefits, Business Planning, Insurance, Retirement Planning, Mutual Funds, Accounting
Education
University of Pittsburgh 2004 — 2008
Bachelor of Science, Psychology and Business Management
BeneTrends, Inc. April 2011 - Present
Dicks Sporting Goods May 2008 - April 2011
Dicks Sporting Goods May 2004 - May 2008
Skills
Customer Service, Sales Management, Excel, Timely, Microsoft Office, Retail, Compliance, Word, Spreadsheets, Inventory Management, Promotions, Merchandising, Modeling, Microsoft Word, Microsoft Excel, Investments, Recruiting, Analysis, Finance, Employee Benefits, Business Planning, Insurance, Retirement Planning, Mutual Funds, Accounting
Education
University of Pittsburgh 2004 — 2008
Bachelor of Science, Psychology and Business Management
Keri Leister's BeneTrends, Inc. Experience May 2013 - Present
Job Retirement Plan Analyst at BeneTrends, Inc.
Industry Financial Services
Experience
BeneTrends, Inc. May 2013 - Present
Ascensus August 2010 - May 2013
Skills
Financial Services, Account Management, CRM, Relationship Management, Mutual Funds, 401k, Customer Service, Employee Benefits
Education
Penn State University 2005 — 2009
Communication, Psychology, Business, Interpersonal Communication
BeneTrends, Inc. May 2013 - Present
Ascensus August 2010 - May 2013
Skills
Financial Services, Account Management, CRM, Relationship Management, Mutual Funds, 401k, Customer Service, Employee Benefits
Education
Penn State University 2005 — 2009
Communication, Psychology, Business, Interpersonal Communication
Rose Voltz's BeneTrends, Inc. Experience January 2011 - February 2012
Job Business Development at Huntington Valley Bank
Industry Banking
Experience
Huntington Valley Bank 2012 - Present
BeneTrends, Inc. January 2011 - February 2012
Third Federal Bank March 2009 - January 2011
Sun National Bank 2008 - 2009
Preferred Capital 2007 - 2008
Commerce Bank 2002 - 2007
Fleet Bank 1999 - 2002
PNC 1996 - 1999
Mellon PSFS 1987 - 1996
Skills
Commercial Lending, Commercial Real Estate, New Business Development, Portfolio Management, Excellent verbal &..., Highly detail oriented, Conscientious, SBA 7a & 504, Credit, Franchising, Business Development, SBA, Commercial Mortgages, Small Business, Lines Of Credit
Education
University of Pennsylvania - The Wharton School
Huntington Valley Bank 2012 - Present
BeneTrends, Inc. January 2011 - February 2012
Third Federal Bank March 2009 - January 2011
Sun National Bank 2008 - 2009
Preferred Capital 2007 - 2008
Commerce Bank 2002 - 2007
Fleet Bank 1999 - 2002
PNC 1996 - 1999
Mellon PSFS 1987 - 1996
Skills
Commercial Lending, Commercial Real Estate, New Business Development, Portfolio Management, Excellent verbal &..., Highly detail oriented, Conscientious, SBA 7a & 504, Credit, Franchising, Business Development, SBA, Commercial Mortgages, Small Business, Lines Of Credit
Education
University of Pennsylvania - The Wharton School
John Mozelesky's BeneTrends, Inc. Experience March 2008 - March 2009
Job Pharmaceuticals Professional
Industry Pharmaceuticals
Experience
BeneTrends, Inc. March 2008 - March 2009
Merck & Co., Imc. 1969 - 2003
Skills
Analytics, Account Reconciliation, Accounting, Account Management
Education
Rutgers, The State University of New Jersey-New Brunswick 1980 — 1983
Bachelor's degree, Accounting
BeneTrends, Inc. March 2008 - March 2009
Merck & Co., Imc. 1969 - 2003
Skills
Analytics, Account Reconciliation, Accounting, Account Management
Education
Rutgers, The State University of New Jersey-New Brunswick 1980 — 1983
Bachelor's degree, Accounting
Ann Weaver's BeneTrends, Inc. Experience September 2013 - Present
Job Retirement Plan Analyst at BeneTrends, Inc.
Industry Financial Services
Experience
BeneTrends, Inc. September 2013 - Present
Vanguard March 2004 - September 2013
Vanguard June 1999 - March 2004
BISYS Plan Services October 1997 - May 1999
Carpenters' Pension and Annuity of Philadelphia and Vicinity January 1992 - October 1997
Skills
Analysis, Employee Benefits, 401k, Strategy, Retirement, Pensions
Education
Richard Stockton College of New Jersey 1980 — 1986
Bachelor of Arts (BA), Political Science
The Pennsylvania State University 1995 — 1997
Paralegal Certificate
BeneTrends, Inc. September 2013 - Present
Vanguard March 2004 - September 2013
Vanguard June 1999 - March 2004
BISYS Plan Services October 1997 - May 1999
Carpenters' Pension and Annuity of Philadelphia and Vicinity January 1992 - October 1997
Skills
Analysis, Employee Benefits, 401k, Strategy, Retirement, Pensions
Education
Richard Stockton College of New Jersey 1980 — 1986
Bachelor of Arts (BA), Political Science
The Pennsylvania State University 1995 — 1997
Paralegal Certificate