Canon Capital Management Group, LLC
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Canon Capital Management Group, LLC Employees
Employee
Years
Job
Industry
Amanda (Van Camp) Spengler Amanda (Van Camp) Spengler's Canon Capital Management Group, LLC Experience January 2013 - Present
Job Accountant at Canon Capital Management Group, LLC
Industry Accounting
Experience
Canon Capital Management Group, LLC January 2013 - Present
Adventures In Missions - The World Race October 2011 - November 2012
View Thru Technologies, Inc. October 2011 - December 2011
Bucks County Community College August 2011 - October 2011
African Bible Colleges 2010 - 2011
Skills
QuickBooks, Peachtree, Microsoft Word, Microsoft Excel, Tax, Financial Analysis, Financial Reporting
Education
Covenant College 2006 — 2010
Bachelor of Arts (BA), Accounting and Business/Management
Canon Capital Management Group, LLC January 2013 - Present
Adventures In Missions - The World Race October 2011 - November 2012
View Thru Technologies, Inc. October 2011 - December 2011
Bucks County Community College August 2011 - October 2011
African Bible Colleges 2010 - 2011
Skills
QuickBooks, Peachtree, Microsoft Word, Microsoft Excel, Tax, Financial Analysis, Financial Reporting
Education
Covenant College 2006 — 2010
Bachelor of Arts (BA), Accounting and Business/Management
Phil Keeler Phil Keeler's Canon Capital Management Group, LLC Experience August 2012 - Present
Job Director of Family Office Services at Canon Capital
Industry Accounting
Experience
Canon Capital Management Group, LLC August 2012 - Present
The Clemens Family Corporation January 1972 - August 2012
Clemens Family Corporation January 1972 - August 2012
The Clemens Family Corporation 1972 - August 2012
Skills
Financial Reporting, Financial Analysis, Investments, Trust Management, Tax Preparation, Forecasting, Strategic Planning, SEC filings, Internal Controls, Budgets, Strategic Financial..., Team Building, GAAP, Management, Process Improvement, Accounting, Mergers & Acquisitions
Education
Philadelphia University 2000 — 2001
Accounting and Finance
Peirce College 1969 — 1972
Associate's degree, Accounting and Business/Management
Canon Capital Management Group, LLC August 2012 - Present
The Clemens Family Corporation January 1972 - August 2012
Clemens Family Corporation January 1972 - August 2012
The Clemens Family Corporation 1972 - August 2012
Skills
Financial Reporting, Financial Analysis, Investments, Trust Management, Tax Preparation, Forecasting, Strategic Planning, SEC filings, Internal Controls, Budgets, Strategic Financial..., Team Building, GAAP, Management, Process Improvement, Accounting, Mergers & Acquisitions
Education
Philadelphia University 2000 — 2001
Accounting and Finance
Peirce College 1969 — 1972
Associate's degree, Accounting and Business/Management
Sharon DeGennaro Sharon DeGennaro's Canon Capital Management Group, LLC Experience January 1995 - December 2000
Job Tax Accountant at Hayden, Miller, Nelson & Yoder, P.C.
Industry Accounting
Experience
Hayden Miller & Nelson - Growth Advisors & Certified Public Accountants - Guiding Success January 2015 - Present
Pritchard, Bieler, Gruver & Willison, P.C., CPAs January 2001 - January 2015
Canon Capital Management Group, LLC January 1995 - December 2000
Galinski, Tillman & Zygmont June 1979 - December 1995
Skills
Member of AICPA, Corporate Tax, Tax, Accounting, Microsoft Office, Microsoft Excel, Microsoft Word, Tax Preparation, Income Tax, Tax Returns, Forensic Accounting, Financial Planners, GAAP
Education
Bloomsburg University of Pennsylvania
Bachelor's degree, Business Administration/Accounting, 3.7
Bucks County Community College
Associate of Arts (A.A.), Business Administration, 3.8
Central Bucks West High School
High School
Hayden Miller & Nelson - Growth Advisors & Certified Public Accountants - Guiding Success January 2015 - Present
Pritchard, Bieler, Gruver & Willison, P.C., CPAs January 2001 - January 2015
Canon Capital Management Group, LLC January 1995 - December 2000
Galinski, Tillman & Zygmont June 1979 - December 1995
Skills
Member of AICPA, Corporate Tax, Tax, Accounting, Microsoft Office, Microsoft Excel, Microsoft Word, Tax Preparation, Income Tax, Tax Returns, Forensic Accounting, Financial Planners, GAAP
Education
Bloomsburg University of Pennsylvania
Bachelor's degree, Business Administration/Accounting, 3.7
Bucks County Community College
Associate of Arts (A.A.), Business Administration, 3.8
Central Bucks West High School
High School
Becky Alderfer Becky Alderfer's Canon Capital Management Group, LLC Experience Administrative Assistant and SalesBergey's Inc.July 1989 - July 2001
Job Administative Assistant at Canon Capital Management Group, LLC
Industry Financial Services
Experience
Canon Capital Management Group, LLC Administrative Assistant and SalesBergey's Inc.July 1989 - July 2001
Education
Montgomery County Community College
Business Classes
Canon Capital Management Group, LLC Administrative Assistant and SalesBergey's Inc.July 1989 - July 2001
Education
Montgomery County Community College
Business Classes
Ami Tarburton Ami Tarburton's Canon Capital Management Group, LLC Experience December 2007 - June 2011
Job Finance Officer at Franconia Township
Industry Government Administration
Experience
Franconia Township June 2011 - Present
Canon Capital Management Group, LLC December 2007 - June 2011
Federal Bureau of Prisons August 1995 - February 1999
Skills
Strategic Planning, Budgets, Team Building, Government, Policy, Time Management, Sales, Financial Reporting, Public Speaking, Policy Analysis
Education
University of Pittsburgh-Bradford 1988 — 1992
Bachelor of Science (BS), Business Management
Franconia Township June 2011 - Present
Canon Capital Management Group, LLC December 2007 - June 2011
Federal Bureau of Prisons August 1995 - February 1999
Skills
Strategic Planning, Budgets, Team Building, Government, Policy, Time Management, Sales, Financial Reporting, Public Speaking, Policy Analysis
Education
University of Pittsburgh-Bradford 1988 — 1992
Bachelor of Science (BS), Business Management
Brenden Wenhold Brenden Wenhold's Canon Capital Management Group, LLC Experience September 2015 - Present
Job Staff Accountant at Canon Capital Management Group, LLC
Industry Accounting
Experience
Canon Capital Management Group, LLC September 2015 - Present
Gable Peritz Mishkin, LLP July 2014 - June 2015
Innovative Accounting Management January 2014 - April 2014
St. Clair CPA'S P.C. January 2013 - December 2013
United States Marine Corps February 2002 - May 2010
Univest National Bank January 2001 - January 2002
Skills
National Security, Command, Management, Sales, Marine Corps, Security, Leadership, Military Experience, Military Training, Microsoft Excel, Microsoft Office, Team Leadership, Access, Government, Networking, Tax, QuickBooks, Financial Statements, Analysis, Tax Preparation, GAAP, Financial Reporting, Data Entry, General Ledger, Financial Accounting, Military, Readiness, Income Tax, Tax Returns, Microsoft Word, PowerPoint, Payroll
Education
Delaware Valley University 2011 — 2013
Bachelors of Science: Business Administration, Accounting, 3.5
Bucks County Community College 2010 — 2011
Accounting, 3.7
Canon Capital Management Group, LLC September 2015 - Present
Gable Peritz Mishkin, LLP July 2014 - June 2015
Innovative Accounting Management January 2014 - April 2014
St. Clair CPA'S P.C. January 2013 - December 2013
United States Marine Corps February 2002 - May 2010
Univest National Bank January 2001 - January 2002
Skills
National Security, Command, Management, Sales, Marine Corps, Security, Leadership, Military Experience, Military Training, Microsoft Excel, Microsoft Office, Team Leadership, Access, Government, Networking, Tax, QuickBooks, Financial Statements, Analysis, Tax Preparation, GAAP, Financial Reporting, Data Entry, General Ledger, Financial Accounting, Military, Readiness, Income Tax, Tax Returns, Microsoft Word, PowerPoint, Payroll
Education
Delaware Valley University 2011 — 2013
Bachelors of Science: Business Administration, Accounting, 3.5
Bucks County Community College 2010 — 2011
Accounting, 3.7
Jonathan Moyer, CFP® Jonathan Moyer, CFP®'s Canon Capital Management Group, LLC Experience June 2002 - July 2006
Job Financial Advisor at Aviso Financial
Industry Financial Services
Experience
Aviso Financial, LLC May 2015 - Present
First Niagara Bank October 2014 - May 2015
PNC Investments January 2013 - October 2014
VALIC July 2011 - January 2013
MFB Wealth Management, Inc. September 2010 - July 2011
Univest National Bank & Trust Co. July 2006 - August 2010
Canon Capital Management Group, LLC June 2002 - July 2006
The Niemeyer Group, Inc. November 2000 - June 2002
XL Insurance August 1995 - November 2000
Skills
Financial Planners, Wealth, Asset Management, Series 7, Small Business, Investment Strategies, Investments, Mutual Funds, Asset Allocation, Financial Advisory, Retirement Planning, Retirement, Estate Planning, Personal Finance, 401k, Investment Advisory, Securities, Risk Management, Portfolio Management, Certified Financial..., Financial Services, Personal Financial..., Investment Management, Wealth Management, Finance, Strategic Financial..., Financial Planning
Education
University of California, Irvine 2008 — 2008
FPA Residency Program
College for Financial Planning 1996 — 2004
CFP Certification Professional Education Program
University of Pittsburgh 2002 — 2002
Center for Fiduciary Studies Accredited Investment Fiduciary(TM) Program
Duke University 1986 — 1988
Master's, Forestry, Resource Ecology
Bridgewater College 1982 — 1986
B.S., Biology
Pennridge High School 1979 — 1982
Aviso Financial, LLC May 2015 - Present
First Niagara Bank October 2014 - May 2015
PNC Investments January 2013 - October 2014
VALIC July 2011 - January 2013
MFB Wealth Management, Inc. September 2010 - July 2011
Univest National Bank & Trust Co. July 2006 - August 2010
Canon Capital Management Group, LLC June 2002 - July 2006
The Niemeyer Group, Inc. November 2000 - June 2002
XL Insurance August 1995 - November 2000
Skills
Financial Planners, Wealth, Asset Management, Series 7, Small Business, Investment Strategies, Investments, Mutual Funds, Asset Allocation, Financial Advisory, Retirement Planning, Retirement, Estate Planning, Personal Finance, 401k, Investment Advisory, Securities, Risk Management, Portfolio Management, Certified Financial..., Financial Services, Personal Financial..., Investment Management, Wealth Management, Finance, Strategic Financial..., Financial Planning
Education
University of California, Irvine 2008 — 2008
FPA Residency Program
College for Financial Planning 1996 — 2004
CFP Certification Professional Education Program
University of Pittsburgh 2002 — 2002
Center for Fiduciary Studies Accredited Investment Fiduciary(TM) Program
Duke University 1986 — 1988
Master's, Forestry, Resource Ecology
Bridgewater College 1982 — 1986
B.S., Biology
Pennridge High School 1979 — 1982
Barbara McNutt's Canon Capital Management Group, LLC Experience January 1998 - Present
Job Bookkeeper at Canon Capital Mgmt LLC
Industry Accounting
Experience
Canon Capital Management Group LLC January 1998 - Present
Total Molding Services, Inc. 1986 - Present
Canon Capital Management Group, LLC 1998 - 2010
Data Matic Systems Company March 1985 - December 1997
Skills
bookk, Account Reconciliation, Accounts Payable, Accounts Receivable, Financial Reporting, Bank Reconciliation, Trial Balance, Accruals, Prepayment, General Ledger, Payroll Taxes, Sales & Use Tax, Year-end Close
Education
Bucks County Community College 1976 — 1977
University of Wisconsin at Stout 1968 — 1971
Home Economics Education
Canon Capital Management Group LLC January 1998 - Present
Total Molding Services, Inc. 1986 - Present
Canon Capital Management Group, LLC 1998 - 2010
Data Matic Systems Company March 1985 - December 1997
Skills
bookk, Account Reconciliation, Accounts Payable, Accounts Receivable, Financial Reporting, Bank Reconciliation, Trial Balance, Accruals, Prepayment, General Ledger, Payroll Taxes, Sales & Use Tax, Year-end Close
Education
Bucks County Community College 1976 — 1977
University of Wisconsin at Stout 1968 — 1971
Home Economics Education
Patricia Webb, AIF®, C(k)P®, AAMS®'s Canon Capital Management Group, LLC Experience December 2002 - Present
Job Director, Wealth Management, Canon Capital
Industry Financial Services
Experience
Canon Capital Management Group, LLC December 2002 - Present
Canon Capital Management Group, LLC February 1997 - Present
Skills
Retirement Planning, 401k, Investment Advisory, Asset Allocation, Asset Management, Pensions, Investments, Wealth Management, Retirement, Financial Advisory, Mutual Funds, Portfolio Management, Investment Strategies, Investment Management, Strategic Financial..., Alternative Investments, Financial Planners, Fixed Annuities, Defined Benefit, Retirement Plan..., Wealth Management..., Securities, Estate Planning, ERISA, Series 65, IRAs, 403 b, Profit Sharing, Uniform Combined State..., ETFs, Wealth, High Net Worth..., Series 63, Wealth Accumulation, Financial Planning
Education
The Retirement Advisor University
College for Financial Planning
Temple University
Canon Capital Management Group, LLC December 2002 - Present
Canon Capital Management Group, LLC February 1997 - Present
Skills
Retirement Planning, 401k, Investment Advisory, Asset Allocation, Asset Management, Pensions, Investments, Wealth Management, Retirement, Financial Advisory, Mutual Funds, Portfolio Management, Investment Strategies, Investment Management, Strategic Financial..., Alternative Investments, Financial Planners, Fixed Annuities, Defined Benefit, Retirement Plan..., Wealth Management..., Securities, Estate Planning, ERISA, Series 65, IRAs, 403 b, Profit Sharing, Uniform Combined State..., ETFs, Wealth, High Net Worth..., Series 63, Wealth Accumulation, Financial Planning
Education
The Retirement Advisor University
College for Financial Planning
Temple University
Roger Small's Canon Capital Management Group, LLC Experience
Job Accredited Investment Fiduciary at Canon Capital Management Group, LLC
Industry Financial Services
Experience
Canon Capital Management Group, LLC
Skills
Investment Advisory, Retirement Planning, Financial Advisory, 401k, Asset Allocation, Wealth Management, Asset Management, Investments, Strategic Financial..., Retirement, IRAs, Financial Analysis, Investment Strategies, Series 7, Pensions
Education
Harvard Business School 1961 — 1963
MBA, Finance & Marketing
Rensselaer Polytechnic Institute 1954 — 1958
BME, Mechanical Engineering
Canon Capital Management Group, LLC
Skills
Investment Advisory, Retirement Planning, Financial Advisory, 401k, Asset Allocation, Wealth Management, Asset Management, Investments, Strategic Financial..., Retirement, IRAs, Financial Analysis, Investment Strategies, Series 7, Pensions
Education
Harvard Business School 1961 — 1963
MBA, Finance & Marketing
Rensselaer Polytechnic Institute 1954 — 1958
BME, Mechanical Engineering
Adam Girdner's Canon Capital Management Group, LLC Experience June 2015 - Present
Job IT Technician at Canon Capital Management Group, LLC
Industry Information Technology and Services
Experience
Canon Capital Management Group, LLC June 2015 - Present
Cairn University June 2012 - Present
SUNY Brockport August 2011 - April 2012
Harris RF Communications June 2010 - June 2011
Skills
Troubleshooting, Windows, Leadership, Customer-focused Service, Microsoft Office, Distance Learning, Higher Education, Windows Server, User Training, Management, Team Building, Linux, Reliability, Windows XP, SQL, PowerPoint, Technical Support, Windows 7
Education
State University of New York College at Brockport 2008 — 2012
Bachelors, Computer Information Systems
Canon Capital Management Group, LLC June 2015 - Present
Cairn University June 2012 - Present
SUNY Brockport August 2011 - April 2012
Harris RF Communications June 2010 - June 2011
Skills
Troubleshooting, Windows, Leadership, Customer-focused Service, Microsoft Office, Distance Learning, Higher Education, Windows Server, User Training, Management, Team Building, Linux, Reliability, Windows XP, SQL, PowerPoint, Technical Support, Windows 7
Education
State University of New York College at Brockport 2008 — 2012
Bachelors, Computer Information Systems