Blue Bell Private Wealth Management
Industry: Company
DescriptionFounded: 2005
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Blue Bell Private Wealth Management Employees
Employee
Years
Job
Industry
Cephas Toninga Cephas Toninga's Blue Bell Private Wealth Management Experience September 2014 - Present
Job Investment Advisor Assistant at Blue Bell Private Wealth Management
Industry Management Consulting
Experience
Blue Bell Private Wealth Management September 2014 - Present
Earlham College March 2014 - May 2014
Earlham College August 2013 - December 2013
Earlham College January 2013 - May 2013
Skills
Microsoft Office, Microsoft Excel, Research, PowerPoint, Microsoft Word, Public Speaking, Social Media, Customer Service, Teamwork, English, Economics, Leadership, Data Analysis, Photoshop, Event Planning
Education
Earlham College 2010 — 2014
Bachelor of Arts (B.A.), Political Science
Blue Bell Private Wealth Management September 2014 - Present
Earlham College March 2014 - May 2014
Earlham College August 2013 - December 2013
Earlham College January 2013 - May 2013
Skills
Microsoft Office, Microsoft Excel, Research, PowerPoint, Microsoft Word, Public Speaking, Social Media, Customer Service, Teamwork, English, Economics, Leadership, Data Analysis, Photoshop, Event Planning
Education
Earlham College 2010 — 2014
Bachelor of Arts (B.A.), Political Science
Tianyi Peter Ouyang Tianyi Peter Ouyang's Blue Bell Private Wealth Management Experience May 2013 - April 2014
Job Analyst Intern at Blue Bell Private Wealth Management
Industry Financial Services
Experience
Blue Bell Private Wealth Management May 2013 - April 2014
Boenning & Scattergood, Inc. May 2012 - July 2012
Sodexo May 2011 - July 2011
Bank of China May 2010 - August 2010
Skills
Chinese, SPSS, Fluent English, Stock Market, Microsoft Office, MS Excel Pivot Tables, Vlookup, Capital IQ, SNL, SWIFT, JMP, Closed-end Funds, Mutual Funds, Options Strategies
Education
Denison University 2009 — 2013
Bachelor's degree, Economics
Denison University 2009 — 2013
Bachelor of Arts (BA), Economics
Blue Bell Private Wealth Management May 2013 - April 2014
Boenning & Scattergood, Inc. May 2012 - July 2012
Sodexo May 2011 - July 2011
Bank of China May 2010 - August 2010
Skills
Chinese, SPSS, Fluent English, Stock Market, Microsoft Office, MS Excel Pivot Tables, Vlookup, Capital IQ, SNL, SWIFT, JMP, Closed-end Funds, Mutual Funds, Options Strategies
Education
Denison University 2009 — 2013
Bachelor's degree, Economics
Denison University 2009 — 2013
Bachelor of Arts (BA), Economics
Ran (Janet) Ji Ran (Janet) Ji's Blue Bell Private Wealth Management Experience May 2014 - Present
Job Analyst Intern at Blue Bell Private Wealth Management
Industry
Experience
Blue Bell Private Wealth Management May 2014 - Present
Denison University January 2013 - Present
Denison University January 2014 - May 2014
Denison University September 2013 - May 2014
Education
Denison University 2012 — 2016
Bachelor of Arts (B.A.), Mathematics and Economics
Blue Bell Private Wealth Management May 2014 - Present
Denison University January 2013 - Present
Denison University January 2014 - May 2014
Denison University September 2013 - May 2014
Education
Denison University 2012 — 2016
Bachelor of Arts (B.A.), Mathematics and Economics
Kerri Drobish Kerri Drobish's Blue Bell Private Wealth Management Experience December 2011 - March 2012
Job Financial Analyst at NAVSUP Weapons Systems Support Philadelphia
Industry Financial Services
Experience
NAVSUP Weapons Systems Support Philadelphia April 2012 - Present
Blue Bell Private Wealth Management December 2011 - March 2012
Jean Madeline Aveda Institute May 2011 - March 2012
Boys and Girls Club of Bridesburg Unit May 2009 - May 2011
Skills
Microsoft Office, Customer Service, Microsoft Excel, Finance, Leadership, Event Planning, Fundraising, Financial Analysis, Non-profits, PowerPoint, Banking, Microsoft Word, Strategic Financial...
Education
Holy Family University 2009 — 2013
Bachelor of Business Administration (BBA), Finance, General
NAVSUP Weapons Systems Support Philadelphia April 2012 - Present
Blue Bell Private Wealth Management December 2011 - March 2012
Jean Madeline Aveda Institute May 2011 - March 2012
Boys and Girls Club of Bridesburg Unit May 2009 - May 2011
Skills
Microsoft Office, Customer Service, Microsoft Excel, Finance, Leadership, Event Planning, Fundraising, Financial Analysis, Non-profits, PowerPoint, Banking, Microsoft Word, Strategic Financial...
Education
Holy Family University 2009 — 2013
Bachelor of Business Administration (BBA), Finance, General
J. Scott Miller Jr. J. Scott Miller Jr.'s Blue Bell Private Wealth Management Experience April 2005 - Present
Job Partner at Blue Bell Private Wealth Management
Industry Financial Services
Experience
Blue Bell Private Wealth Management April 2005 - Present
Morgan Stanley January 2000 - April 2005
Education
Lafayette College 1996 — 2000
Bachelor of Science (BS), Business & Economics
William Penn Charter 1988 — 1996
Blue Bell Private Wealth Management April 2005 - Present
Morgan Stanley January 2000 - April 2005
Education
Lafayette College 1996 — 2000
Bachelor of Science (BS), Business & Economics
William Penn Charter 1988 — 1996
Blake Nachman's Blue Bell Private Wealth Management Experience May 2012 - July 2012
Job at
Industry Financial Services
Experience
First Manhattan Consulting Group April 2015 - Present
Edward Jones June 2014 - August 2014
Landmark Ventures May 2013 - August 2013
Blue Bell Private Wealth Management May 2012 - July 2012
Skills
Microsoft Office, Communication, Teamwork, Microsoft Excel, Finance, Entrepreneurship, Data Analysis, Investments
Education
Washington University in St. Louis 2011 — 2015
Bachelor of Science in Business Administration (B.S.B.A.), Finance
The Chinese University of Hong Kong 2014 — 2014
Business
London School of Economics and Political Science 2012 — 2012
Development in the International Political Economy
Radnor High School 2007 — 2011
First Manhattan Consulting Group April 2015 - Present
Edward Jones June 2014 - August 2014
Landmark Ventures May 2013 - August 2013
Blue Bell Private Wealth Management May 2012 - July 2012
Skills
Microsoft Office, Communication, Teamwork, Microsoft Excel, Finance, Entrepreneurship, Data Analysis, Investments
Education
Washington University in St. Louis 2011 — 2015
Bachelor of Science in Business Administration (B.S.B.A.), Finance
The Chinese University of Hong Kong 2014 — 2014
Business
London School of Economics and Political Science 2012 — 2012
Development in the International Political Economy
Radnor High School 2007 — 2011
Kimberly Fedele Kimberly Fedele's Blue Bell Private Wealth Management Experience June 2008 - August 2008
Job Merchandise Assistant Petites at Anthropologie
Industry Apparel & Fashion
Experience
Anthropologie January 2014 - Present
Merck July 2012 - January 2014
Merck October 2011 - January 2014
Anthropologie August 2009 - February 2012
Blue Bell Private Wealth Management June 2008 - August 2008
Skills
Microsoft Office, FirstDoc, CRM, Social Media, Photoshop, Facebook, Twitter, Instagram, LinkedIn, Tumblr, SAP, Autonomy iManage, WordPress, Social Media Marketing, Customer Service, Project Management, SEO
Education
Penn State University 2007 — 2012
Bachelor of Science (B.S.), Business Administration, Management and Marketing
North Penn
Anthropologie January 2014 - Present
Merck July 2012 - January 2014
Merck October 2011 - January 2014
Anthropologie August 2009 - February 2012
Blue Bell Private Wealth Management June 2008 - August 2008
Skills
Microsoft Office, FirstDoc, CRM, Social Media, Photoshop, Facebook, Twitter, Instagram, LinkedIn, Tumblr, SAP, Autonomy iManage, WordPress, Social Media Marketing, Customer Service, Project Management, SEO
Education
Penn State University 2007 — 2012
Bachelor of Science (B.S.), Business Administration, Management and Marketing
North Penn
J. Scott Miller J. Scott Miller's Blue Bell Private Wealth Management Experience April 2005 - Present
Job Owner at Blue Bell Private Wealth Management
Industry Financial Services
Experience
Blue Bell Private Wealth Management April 2005 - Present
Gwynedd Mercy Academy High School August 2013 - Present
For Pete's Sake Cancer Respite Foundation 2007 - Present
Morgan Stanley January 2000 - April 2005
Prudential Securities 1975 - 2000
Education
Penn State University 1967 — 1971
William Penn charter school
Blue Bell Private Wealth Management April 2005 - Present
Gwynedd Mercy Academy High School August 2013 - Present
For Pete's Sake Cancer Respite Foundation 2007 - Present
Morgan Stanley January 2000 - April 2005
Prudential Securities 1975 - 2000
Education
Penn State University 1967 — 1971
William Penn charter school
Drew Balis Drew Balis's Blue Bell Private Wealth Management Experience July 2014 - September 2014
Job Engagement Manager at VaynerMedia
Industry Online Media
Experience
VaynerMedia September 2014 - Present
Blue Bell Private Wealth Management July 2014 - September 2014
Onward State 2011 - November 2013
StateCollege.com May 2013 - July 2013
ESPN August 2012 - May 2013
USTA Middle States May 2012 - August 2012
Penn State Baseball January 2012 - May 2012
Skills
Blogging, Copy Editing, Social Media, Sports Writing, Social Media Marketing, InDesign, Microsoft Office, PowerPoint, WordPress, Writing, Microsoft Excel, Online Journalism, Sports Marketing, Sports Media, Photoshop, Sales & Marketing..., TweetDeck, Instagram, Google Analytics, Digital Journalism, SEO, Spanish, Community Management, HootSuite, Sports Analysis
Education
Penn State University 2009 — 2013
Marketing, Spanish Minor, Dean's List -- Spring 2010, 2011
Neshaminy High School 2006 — 2009
VaynerMedia September 2014 - Present
Blue Bell Private Wealth Management July 2014 - September 2014
Onward State 2011 - November 2013
StateCollege.com May 2013 - July 2013
ESPN August 2012 - May 2013
USTA Middle States May 2012 - August 2012
Penn State Baseball January 2012 - May 2012
Skills
Blogging, Copy Editing, Social Media, Sports Writing, Social Media Marketing, InDesign, Microsoft Office, PowerPoint, WordPress, Writing, Microsoft Excel, Online Journalism, Sports Marketing, Sports Media, Photoshop, Sales & Marketing..., TweetDeck, Instagram, Google Analytics, Digital Journalism, SEO, Spanish, Community Management, HootSuite, Sports Analysis
Education
Penn State University 2009 — 2013
Marketing, Spanish Minor, Dean's List -- Spring 2010, 2011
Neshaminy High School 2006 — 2009
Jon Sobotkin Jon Sobotkin's Blue Bell Private Wealth Management Experience May 2005 - Present
Job Partner at Blue Bell Private Wealth Management
Industry Investment Management
Experience
Blue Bell Private Wealth Management May 2005 - Present
For Pete’s Sake Cancer Respite Foundation 2009 - Present
Education
Penn State University 2002 — 2006
Bachelor of Science (B.S.), Finance, General
North Penn High School 1999 — 2002
Blue Bell Private Wealth Management May 2005 - Present
For Pete’s Sake Cancer Respite Foundation 2009 - Present
Education
Penn State University 2002 — 2006
Bachelor of Science (B.S.), Finance, General
North Penn High School 1999 — 2002
Michael Siudara Michael Siudara's Blue Bell Private Wealth Management Experience January 2013 - April 2013
Job Financial Accountant at Heritage Sustainable Energy
Industry Renewables & Environment
Experience
Heritage Sustainable Energy April 2014 - Present
Raymond James Financial Services May 2013 - August 2013
Blue Bell Private Wealth Management January 2013 - April 2013
Zeta Sigma Fraternity January 2011 - December 2012
Education
Spring Arbor University 2014 — 2015
Master of Business Administration (MBA), Business Administration and Management, 3.94
Alma College 2010 — 2013
Bachelor of Arts, Business Administration, Cum Laude
Heritage Sustainable Energy April 2014 - Present
Raymond James Financial Services May 2013 - August 2013
Blue Bell Private Wealth Management January 2013 - April 2013
Zeta Sigma Fraternity January 2011 - December 2012
Education
Spring Arbor University 2014 — 2015
Master of Business Administration (MBA), Business Administration and Management, 3.94
Alma College 2010 — 2013
Bachelor of Arts, Business Administration, Cum Laude
Patrick Runyen, CPA/PFS, CFP® Patrick Runyen, CPA/PFS, CFP®'s Blue Bell Private Wealth Management Experience May 2006 - December 2007
Job Wealth Manager at Independence Advisors, LLC
Industry Financial Services
Experience
Independence Advisors, LLC February 2015 - Present
PwC January 2013 - January 2015
PwC October 2009 - December 2012
Blue Bell Private Wealth Management May 2006 - December 2007
Skills
Financial Services, Tax, Retirement Planning, 401k, Estate Planning, Social Security, Investment Advisory, Investments, Personal Financial..., Wealth Management
Education
La Salle University
MBA, Accounting Concentration
Saint Joseph's University
BS, Finance
Independence Advisors, LLC February 2015 - Present
PwC January 2013 - January 2015
PwC October 2009 - December 2012
Blue Bell Private Wealth Management May 2006 - December 2007
Skills
Financial Services, Tax, Retirement Planning, 401k, Estate Planning, Social Security, Investment Advisory, Investments, Personal Financial..., Wealth Management
Education
La Salle University
MBA, Accounting Concentration
Saint Joseph's University
BS, Finance
Thomas Monzo Thomas Monzo's Blue Bell Private Wealth Management Experience June 2014 - August 2014
Job Summer Intern at 1776 Capital Management Group
Industry Investment Management
Experience
1776 Capital Management Group of Janney Montgomery Scott, LLC May 2015 - August 2015
Blue Bell Private Wealth Management June 2014 - August 2014
Avalon Beach Patrol May 2013 - August 2013
Avalon Beach Patrol June 2012 - August 2012
Horgan Brothers, Inc. June 2011 - August 2011
Skills
Communication Skills, Time Management, MS Excel Pivot Tables, Team Leadership, Critical Thinking, Microsoft Excel, Research, Prospecting New Clients, Prospect Research, Company Research
Education
University of Richmond 2013 — 2016
Business Administration, Finance
Stony Brook University 2012 — 2013
William Penn Charter School 2008 — 2012
1776 Capital Management Group of Janney Montgomery Scott, LLC May 2015 - August 2015
Blue Bell Private Wealth Management June 2014 - August 2014
Avalon Beach Patrol May 2013 - August 2013
Avalon Beach Patrol June 2012 - August 2012
Horgan Brothers, Inc. June 2011 - August 2011
Skills
Communication Skills, Time Management, MS Excel Pivot Tables, Team Leadership, Critical Thinking, Microsoft Excel, Research, Prospecting New Clients, Prospect Research, Company Research
Education
University of Richmond 2013 — 2016
Business Administration, Finance
Stony Brook University 2012 — 2013
William Penn Charter School 2008 — 2012
Jessica Barsky Jessica Barsky's Blue Bell Private Wealth Management Experience January 2008 - April 2008
Job Associate Director at 360i
Industry Market Research
Experience
360i July 2015 - Present
360i July 2014 - June 2015
360i March 2013 - June 2014
NM Incite a Nielsen / McKinsey Company March 2010 - March 2013
NM Incite a Nielsen / McKinsey Company June 2008 - February 2010
Blue Bell Private Wealth Management January 2008 - April 2008
Tandem Associates May 2007 - August 2007
Skills
Social Media Marketing, Consumer Insight, Social Media Consulting, Consumer Package Goods, Market Research, Social Listening, Social Media Measurement, Consumer Insights
Education
Saint Joseph's University 2004 — 2008
Bachelor of Science (B.S.), Marketing
The University of Queensland 2006 — 2006
360i July 2015 - Present
360i July 2014 - June 2015
360i March 2013 - June 2014
NM Incite a Nielsen / McKinsey Company March 2010 - March 2013
NM Incite a Nielsen / McKinsey Company June 2008 - February 2010
Blue Bell Private Wealth Management January 2008 - April 2008
Tandem Associates May 2007 - August 2007
Skills
Social Media Marketing, Consumer Insight, Social Media Consulting, Consumer Package Goods, Market Research, Social Listening, Social Media Measurement, Consumer Insights
Education
Saint Joseph's University 2004 — 2008
Bachelor of Science (B.S.), Marketing
The University of Queensland 2006 — 2006
Grant Groff Grant Groff's Blue Bell Private Wealth Management Experience January 2012 - May 2012
Job Financial Analyst
Industry Medical Practice
Experience
PT Solutions August 2014 - Present
Blue Bell Private Wealth Management January 2012 - May 2012
Jack's Law Office June 2010 - August 2010
Skills
Microsoft Office, PowerPoint, Social Media, Microsoft Excel, Microsoft Word, Research, Customer Service, Public Speaking, Public Relations, Sales, Leadership, Valuation, Financial Analysis, Data Analysis
Education
Ohio Wesleyan University 2009 — 2013
BA Economics and Management, Finance
The Philadelphia Center 2012 — 2012
Wealth Management/Finance Internship
PT Solutions August 2014 - Present
Blue Bell Private Wealth Management January 2012 - May 2012
Jack's Law Office June 2010 - August 2010
Skills
Microsoft Office, PowerPoint, Social Media, Microsoft Excel, Microsoft Word, Research, Customer Service, Public Speaking, Public Relations, Sales, Leadership, Valuation, Financial Analysis, Data Analysis
Education
Ohio Wesleyan University 2009 — 2013
BA Economics and Management, Finance
The Philadelphia Center 2012 — 2012
Wealth Management/Finance Internship
Brett Sullivan Brett Sullivan's Blue Bell Private Wealth Management Experience January 2008 - April 2008
Job Consultant Strategy and Operations Deloitte
Industry Management Consulting
Experience
Deloitte February 2015 - Present
Bishop Ireton HS July 2012 - Present
Deloitte October 2013 - December 2014
immixGroup October 2012 - October 2013
immixGroup June 2011 - October 2012
St Andrew's Episcopal School June 2011 - June 2012
Lynchburg College August 2008 - July 2011
Blue Bell Private Wealth Management January 2008 - April 2008
Saint Joseph's University October 2005 - January 2008
Saratoga Accounts Department July 2007 - August 2007
Skills
Leadership, Budgets, Microsoft Excel, Management, Account Management, Finance, Government, Fundraising, Strategic Planning, Research, Public Speaking, Business Development, Program Management, Analysis, Event Planning, Marketing, Social Media, Coaching, Recruiting, Time Management, Salesforce.com, Data Analysis, Microsoft Office, Channel Account..., Channel Relationship..., Channel Partner..., Student Affairs, Investments, Portfolio Management, Accounting, Social Networking, Training, Costpoint, Microsoft CRM, SAP, Deltek, Cognos, Tableau, Microsoft Access, Sunflower, Project Finance, Reporting & Analysis
Education
Lynchburg College 2008 — 2010
Master's, Business Administration
Saint Joseph's University 2004 — 2008
Bachelor of Science, Business Administration; Finance
Deloitte February 2015 - Present
Bishop Ireton HS July 2012 - Present
Deloitte October 2013 - December 2014
immixGroup October 2012 - October 2013
immixGroup June 2011 - October 2012
St Andrew's Episcopal School June 2011 - June 2012
Lynchburg College August 2008 - July 2011
Blue Bell Private Wealth Management January 2008 - April 2008
Saint Joseph's University October 2005 - January 2008
Saratoga Accounts Department July 2007 - August 2007
Skills
Leadership, Budgets, Microsoft Excel, Management, Account Management, Finance, Government, Fundraising, Strategic Planning, Research, Public Speaking, Business Development, Program Management, Analysis, Event Planning, Marketing, Social Media, Coaching, Recruiting, Time Management, Salesforce.com, Data Analysis, Microsoft Office, Channel Account..., Channel Relationship..., Channel Partner..., Student Affairs, Investments, Portfolio Management, Accounting, Social Networking, Training, Costpoint, Microsoft CRM, SAP, Deltek, Cognos, Tableau, Microsoft Access, Sunflower, Project Finance, Reporting & Analysis
Education
Lynchburg College 2008 — 2010
Master's, Business Administration
Saint Joseph's University 2004 — 2008
Bachelor of Science, Business Administration; Finance
Jim Behr Jim Behr's Blue Bell Private Wealth Management Experience January 2013 - August 2014
Job Development Associate at Lasalle College High School
Industry Fund-Raising
Experience
Lasalle College High School September 2014 - Present
LaSalle High School September 2012 - Present
Blue Bell Private Wealth Management January 2013 - August 2014
Undine Barge Club June 2013 - July 2013
Penske Truck Leasing May 2011 - August 2011
Education
Syracuse University 2008 — 2012
Bachelors, Supply Chain and Entrepreneurship & Emerging Enterprise
LaSalle College High School 2004 — 2008
Lasalle College High School September 2014 - Present
LaSalle High School September 2012 - Present
Blue Bell Private Wealth Management January 2013 - August 2014
Undine Barge Club June 2013 - July 2013
Penske Truck Leasing May 2011 - August 2011
Education
Syracuse University 2008 — 2012
Bachelors, Supply Chain and Entrepreneurship & Emerging Enterprise
LaSalle College High School 2004 — 2008
Jordan Brodsky's Blue Bell Private Wealth Management Experience October 2011 - September 2012
Job Analyst at Reval
Industry Financial Services
Experience
Reval May 2015 - Present
Vastardis Capital Services September 2012 - May 2015
Blue Bell Private Wealth Management October 2011 - September 2012
Bespoke Investment Group September 2010 - December 2010
Sun National Bank May 2009 - August 2010
Merrill Lynch September 2009 - December 2009
Skills
Microsoft Excel, PowerPoint, Outlook, Financial Analysis, Finance, Financial Modeling, Financial Reporting, Bloomberg, Equities, Accounting, Hedge Funds, Bloomberg Terminal, Investments, Derivatives, Capital Markets
Education
Fairfield University 2007 — 2011
Bachelor of Science, Finance, Accounting
Florence University of the Arts
Reval May 2015 - Present
Vastardis Capital Services September 2012 - May 2015
Blue Bell Private Wealth Management October 2011 - September 2012
Bespoke Investment Group September 2010 - December 2010
Sun National Bank May 2009 - August 2010
Merrill Lynch September 2009 - December 2009
Skills
Microsoft Excel, PowerPoint, Outlook, Financial Analysis, Finance, Financial Modeling, Financial Reporting, Bloomberg, Equities, Accounting, Hedge Funds, Bloomberg Terminal, Investments, Derivatives, Capital Markets
Education
Fairfield University 2007 — 2011
Bachelor of Science, Finance, Accounting
Florence University of the Arts
Justin Capetola's Blue Bell Private Wealth Management Experience April 2005 - Present
Job I help people manage their investments.
Industry Investment Management
Experience
Blue Bell Private Wealth Management April 2005 - Present
Morgan Stanley August 2002 - April 2005
Education
Gettysburg College 1998 — 2002
La Salle College High School 1994 — 1998
High School
Blue Bell Private Wealth Management April 2005 - Present
Morgan Stanley August 2002 - April 2005
Education
Gettysburg College 1998 — 2002
La Salle College High School 1994 — 1998
High School
Mishaal Husain's Blue Bell Private Wealth Management Experience June 2011 - August 2011
Job
Industry Investment Management
Experience
Scholtz & Company, LLC September 2011 - Present
Blue Bell Private Wealth Management June 2011 - August 2011
Environmental Defense Fund June 2010 - July 2010
Standard Chartered Bank June 2009 - July 2009
Education
Ohio Wesleyan University 2008 — 2011
B.A
Karachi Grammar School 2000 — 2007
High School
Scholtz & Company, LLC September 2011 - Present
Blue Bell Private Wealth Management June 2011 - August 2011
Environmental Defense Fund June 2010 - July 2010
Standard Chartered Bank June 2009 - July 2009
Education
Ohio Wesleyan University 2008 — 2011
B.A
Karachi Grammar School 2000 — 2007
High School
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY