Centra Financial Group
Address: 500 Linden Oaks #301, Rochester, NY 14625 Hours: Open now · Add full hours Unable to add this file. Please check that it is a valid photo. Phone: (585) 899-1200Website: Category: : : Hours: Place name: : : : : Website: http://www.centrafinancialgroup.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo.Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Centra Financial Group, Inc. Posting publicly on the Web Write a review Reviews 1 Google review
Centra Financial Group List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Centra Financial Group. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Centra Financial Group Employees
MassMutual Financial Group January 2015 - Present
Centra Financial Group October 2014 - January 2015
Rising Star Marketing & Management October 2013 - October 2014
New Vision Marketing Solutions January 2013 - October 2013
Lingua Elvis January 2011 - January 2013
Michael John's Mini Market & Deli May 2007 - December 2010
Vector Marketing July 2007 - August 2008
Skills
Public Speaking, Customer Service, Microsoft Office, Event Planning, Social Media, PowerPoint, Team Building, Microsoft Word, Sales, Sales Management, Coaching, Management, Marketing Strategy, Leadership, Marketing
Education
SUNY Plattsburgh 2008 — 2010
Bachelor of Science (B.S.), Political Science and Government
Alfred State College - SUNY College of Technology 2006 — 2008
Associate's degree, Computer Science
arkport
Credit Suisse July 2012 - Present
Indiana University Funding Board January 2010 - December 2011
Credit Suisse June 2011 - August 2011
Theta Chi Fraternity January 2010 - December 2010
Rochdale Investment Management June 2010 - August 2010
Centra Financial Group June 2009 - August 2009
Skills
Financial Analysis, Financial Modeling, Microsoft Excel, Data Analysis, Economics, PowerPoint, Public Speaking, Finance, Research, Fundraising, Valuation, Microsoft Word, Accounting, Financial Reporting
Education
Indiana University - Kelley School of Business 2008 — 2012
BS, Finance
Indiana University Bloomington 2008 — 2012
BA, Economics
Brighton High School 2004 — 2008
Investors Capital February 2015 - Present
Financial Service Partners January 2010 - February 2015
Centra Financial Group September 2006 - December 2009
LifeMark Securities Corp March 2005 - September 2006
Paychex September 2003 - March 2005
Skills
I have expertise in..., Retirement Planning, Retirement, Life Insurance, Disability Insurance, Financial Services, Financial Planners, Finance, FINRA, Sales Operations, Personal Finance, Mutual Funds, Strategic Financial..., Estate Planning, 401k, IRAs, Series 6
Education
Indiana University Bloomington 1999 — 2003
Bachelor of Science (B.S.), Sports Communication
Premiere Credit of North America September 2013 - Present
EOS CCA February 2013 - September 2013
EOS CCA January 2011 - February 2013
EOS CCA June 2010 - January 2011
EOS CCA April 2010 - June 2010
Centra Financial Group June 2009 - April 2010
Hobart and William Smith Colleges August 2005 - May 2009
Merrill Lynch May 2008 - August 2008
Skills
Microsoft Office, Compliance, Economics, Excel, PowerPoint, Word, Insurance, Strategic Planning, Investments, Public Speaking, Budgeting, Social Networking, Negotiation, Problem Solving, Team Building, Data Analysis, Financial Planning, Business Strategy, Microsoft Word, Microsoft Excel, Budgets, Collections, Team Leadership, Leadership
Education
Hobart and William Smith Colleges 2005 — 2009
Bachelor, Economics
Allendale Columbia 2001 — 2005
High School
Citi June 2014 - Present
Simon School of Business, University of Rochester August 2013 - Present
Centra Financial Group May 2012 - July 2013
75th Ranger Regiment May 2005 - May 2009
Skills
Too many to list, Financial Modeling, Financial Accounting, Estate Planning, Financial Analysis, Economics, Microsoft Excel, Retirement Planning, Finance, Data Analysis, Stata, Portfolio Management, Corporate Finance, Capital Markets, Emerging Markets, Analysis, Mutual Funds, Strategic Financial..., Financial Planning, Microsoft Office, Investments
Education
William E. Simon School of Business 2013 — 2014
Master of Science (M.S.), Finance
University of Rochester 2010 — 2012
Financial Economics, Economics
Centra Financial Group October 2013 - Present
United Way Advisory Council 2014 - 2015
United Way Advisory Council 2014 - 2015
Atlantic International Products, Casa Imports Inc 2011 - October 2013
The Advantage Group Enterprise, Inc. 2008 - 2010
Napa Woodfired 2006 - 2008
Electrode's, Inc. 2001 - 2003
Education
Finger Lakes Community College 2005 — 2007
Audio Engineering, Business, Music Theory, Performance Art
Saint Bonaventure University 1998 — 2000
Transfer, BioChemistry and Phsychology
Finger Lakes Community College 1997 — 1998
Transfer, BioChemistry and Phsychology
Centra Financial Group 2014 - Present
Penfield School District 2011 - 2013
Fairport Central School District May 2009 - September 2011
Webster Central School District May 2009 - September 2011
Rochester City School District School 29 July 2010 - August 2010
Rush Henrietta School District August 2009 - January 2010
East High School March 2009 - May 2009
Pittsford Sutherland High School January 2009 - March 2009
Ukrainian Federal Credit Union 1994 - 2008
Skills
Elementary Education, Special Education, Differentiated..., Curriculum Mapping, Secondary Education, Estate Planning, Continuing Education, Research, Presentation Development, Self-motivated..., Teaching Social Studies, Organization, Communication, Strategic Planning, Maintaining A Positive..., Licensed Life & Health..., Investment Management, Goal Setting
Education
Nazareth College of Rochester 2009 — 2010
Master's degree, Elementary Education and Teaching
Saint John Fisher College 2006 — 2009
Bachelor of Arts (B.A.), Secondary Education and Teaching and Special Education
Penfield High School
Regents Diploma with Honors
Paychex Insurance Agency 2014 - Present
Centra Financial Group 2013 - 2014
Rochester Real Estate Agent 2010 - 2012
Education
SUNY Empire State College
Business, Managment, and Economics, Human Resources Management/Personnel Administration, General
Eastridge High School
Regents Diploma
Metalogix Software July 2015 - Present
Metalogix Software November 2014 - June 2015
Mark H. McCormack Department of Sport Management January 2013 - June 2014
University of Massachusetts Amherst July 2012 - June 2014
Springfield Armor Basketball November 2013 - April 2014
Kroenke Sports Enterprises May 2013 - August 2013
Centra Financial Group June 2009 - June 2012
Ithaca College August 2005 - June 2009
Vector Marketing December 2007 - May 2008
The Rochester Credit Bureau May 2003 - July 2007
Skills
Entrepreneurship, Sales, SharePoint, Social Networking, Strategic Financial..., Social Media, Sales Process, Critical Thinking, Organizational..., Integrity, Sports, Data Analysis, Marketing, Self Driven, Financial Advisory, Coordination, Open Minded, Finance, Project Planning, Public Speaking, Time Management, Strategic Planning, Microsoft Excel, Leadership, Community Involvement, Financial Planning, Multitasker, Entrepreneurial Skills, Connectors, Event Planning, Microsoft Office, Small Business, Insurance, Contract Negotiation, Risk Management, Enterprise Software, Salesforce.com, Management, Account Management, CRM
Education
University of Massachusetts, Amherst 2012 — 2014
Master of Business Administration (M.B.A.)
University of Massachusetts, Amherst 2012 — 2014
Master's Degree, Sport Management
Ithaca College 2005 — 2009
B.S., Finance, Legal Studies
Centra Financial Group January 1995 - Present
Education
Indiana University Bloomington 1980 — 1984
B.S., Finance
Xerox March 2014 - June 2015
RocProNet April 2011 - June 2015
Xerox / Mindex Technologies contract October 2011 - March 2014
Centra Financial Group October 2010 - September 2011
JP Turner & Company, LLC October 2009 - September 2010
Leveraging Technology January 2005 - April 2009
Tobin & Associates 2004 - 2004
Paychex, Inc. January 2000 - December 2003
RCSB/ACSI 1998 - 2000
Skills
Managed Print Services, Project Management, Sales Management, Account Management, New Business Development, Business Development, Finance, Sales, CRM, Solution Selling, SaaS, Service Delivery, Issue Resolution, Process Improvement, Relationship Management, Managed Services, Enterprise Software, Leadership, Management
Education
State University of New York College at Fredonia
BA
Centra Financial Group October 2014 - Present
Freelance Graphic Designer February 2011 - Present
Greater Rochester Orthopedics May 2013 - September 2013
Skills
Drawing, Swimming, Acting, Designing, Painting, Art, Fine Art, Illustration, Visual Arts, Contemporary Art, Sketching, Mixed Media, Illustrator, Concept Design, Photography, Graphic Design
Education
State University of New York at Buffalo 2011 — 2014
Bachelor's degree, Communication and Media Studies
Centra Financial Group May 2013 - Present
Bipolar Couture June 2012 - Present
IRocnights.com December 2010 - Present
KCT Pub February 2013 - May 2013
US Army January 2008 - January 2012
United States Army Reserves January 2008 - January 2012
Investor News Source December 2010 - September 2011
Best Buy Mobil May 2011 - August 2011
Wegmans January 2005 - August 2007
Skills
New Business Development, Business Analysis, Business Strategy, Business Planning, Advertising, Entertainment, Hosting, Sales, Sales Operations, Sales Management, Sales Process, International Sales, Direct Sales, Direct Marketing, Social Media Marketing, Marketing Communications, Social Media, Marketing Strategy, Microsoft Office, SEO, Web Development, Web Maintenance, Life Insurance, Health Insurance, Estate Planning, Business Succession, Investment Advisory, investment planning, Personal Tax Planning, Business Tax Planning, Estate Tax Planning, Team Building, Salesforce.com, Training, Outlook, Team Management, Inventory Management, Online Advertising, PowerPoint, Solution Selling, Public Relations, Microsoft Word, Call Centers, Cold Calling, CRM, Management, Lead Generation, Social Networking, Leadership
Education
Ashford University 2013 — 2014
Master of Business Administration (MBA), Health/Health Care Administration/Management
Roberts Wesleyan College 2007 — 2011
B.S, Business Administration
Roberts Wesleyan College 2006 — 2011
Bachelor of Business Administration (B.B.A.), Marketing, 3.2
Erb FInancial September 2014 - Present
Centra Financial Group December 2009 - September 2014
Merrill Lynch 2005 - 2009
Skills
Asset Managment, Account Management, Sales, Strategic Planning, Insurance, Salesforce.com, Strategic Financial..., Customer Service, Investments, Estate Planning, Financial Modeling, Marketing, Microsoft Office, Forecasting, New Business Development, Business Development, Leadership, Strategy, Asset Management, Financial Planning
Education
Rochester Institute of Technology 1984 — 1988
Bachelor, Business
St. Francis High School 1981 — 1984
ESL Federal Credit Union February 2010 - Present
Centra Financial Group June 2009 - November 2009
George W. Long, Inc. May 2004 - May 2009
Education
St. John Fisher College 2005 — 2009
BS, Corporate Finance
Centra Financial Group April 2010 - Present
Bristol-Myers Squibb November 1996 - October 2009
Bristol-Myers Squibb January 1996 - October 2009
Primary Care January 1998 - January 2002
Westwood Squibb Dermatology 1996 - 1999
Bristol-Myers Squibb January 1996 - January 1998
Waste Management January 1989 - January 1996
Education
Saint Bonaventure University 1983 — 1987
Bachelor, Business Administration; Marketing
McQuaid Jesuit HS 1979 — 1983
Centra Financial Group June 2015 - Present
PAYCHEX INC December 2014 - May 2015
Skills
Finance, Retirement Planning, LGBT planning, Budgeting, Insurance, Sales Operations, Sales, Sales Process, Estate Planning, Permanent Life Insurance, Sales Prospecting, Journalism, Online Journalism, Human Resources, Creative Writing, News Writing, Social Media Marketing, Networking, Financial Services, College Savings Plans, Investment Advisory
Education
State University of New York College at Geneseo 2010 — 2014
Bachelor’s Degree, English Literature/Political Science
State University of New York College at Geneseo 2010 — 2014
Bachelor of Arts (B.A.), English/Political Science
Ameriprise Financial Services, Inc. August 2014 - Present
American Portfolios February 2013 - July 2014
Centra Financial Group October 2009 - February 2013
Blinds To Go 2008 - 2009
Rapid Response Monitoring 2007 - 2008
Skills
Microsoft Word, Management, Retirement Planning, Microsoft Office, Finance, Insurance, Event Management, Sales, Strategic Planning, Financial Analysis, PowerPoint, Social Networking, Investments, Strategic Financial..., Customer Service, Microsoft Excel
Education
Cazenovia College 2005 — 2009
Bachelor of Science, Business Management
West Irondequoit High School 2001 — 2005
Palace Gate May 2014 - Present
Insight Global March 2013 - March 2014
Centra Financial Group June 2012 - March 2013
Skills
Sales, Customer Service, Temporary Placement, Leadership, PowerPoint, Public Speaking, Social Networking, Microsoft Office, Coaching, Social Media Marketing, Talent Acquisition, Interviews, Microsoft Excel, Microsoft Word, Social Media, Networking, Sports, Team Leadership, Business Development, Social Skills, Negotiation, Customer Insight, Time Management, Building Relationships, Direct Placement
Education
Nazareth College of Rochester 2008 — 2012
Bachelor of Science (BS), Business Administration and Management, General
Centra Financial Group June 2015 - Present
Self Employed October 2012 - Present
Rochester Optical March 2015 - June 2015
Richard's Station April 2004 - October 2014
Accelerated Outsourcing, Inc November 2013 - May 2014
Nesbitt Fruit Farms May 2007 - November 2007
US Army July 2004 - May 2007
Skills
Army, Microsoft Office, Twitter, Outstanding..., Excellent writing skills, Creativity, Leadership, Dependable Team Player, Fast learner, Success Driven, Loyal, Imagination, Highly Dedicated, Artistic Abilities, Hard working, People Skills, Supervisory Experience, Cultural Diversity, Management, Writing, Team Building
Education
Cornell University 2010 — 2012
Bachelor of Science (BS), Communications/Business
GCC 2008 — 2010
Transfer, Business Administration and Management, General
ScribeAmerica May 2015 - Present
Centra Financial Group June 2015 - August 2015
University of Rochester January 2015 - May 2015
University of Rochester August 2014 - January 2015
U.S. House of Representatives May 2012 - August 2012
Skills
Economics, Nonprofits, Management, Strategic Planning, Leadership, Entrepreneurship, Event Planning, Medical Terminology, Hospital Information..., Emergency Medicine, Data Entry
Education
University of Rochester 2013 — 2017
Bachelor of Arts (B.A.), Economics, 3.67 GPA
Pittsford Sutherland High School 2009 — 2013
Graduate with Honors, 92 GPA
Weller Group LLC January 2015 - Present
Centra Financial Group February 2013 - December 2014
Northwestern Mutual January 2007 - February 2013
Skills
Investments, Life Insurance, Retirement Planning, Wealth Accumulation, Retirement, Disability Insurance, Mutual Funds
Education
Saint John Fisher College 2007 — 2008
BS Managment, Personal Finance
McQuaid Jesuit 2004 — 2007
Le Moyne College
B.S., Business Management
Somewhere in Penfield
The American College
MassMutual Financial Group January 2015 - Present
Centra Financial Group October 2013 - January 2015
New York Life Insurance Company October 2009 - October 2013
MetLife November 2001 - October 2009
Skills
Recruiting, Finance, Insurance, Leadership, Retirement Planning, Management, Investments, Sales, Financial Planning, Customer Service, Life Insurance, Disability Insurance, Marketing, Team Building
Education
Ramapo College of New Jersey 1996 — 2000
Business, Finance
JC Advantage Accounting Services September 2013 - Present
Centra Financial Group September 2013 - Present
The Wegman Group June 2010 - Present
Kircher Construction August 2009 - December 2009
Jackson's Ridge Bar & Grill June 2007 - May 2009
Ortho-Clinical Diagnostics November 2006 - November 2007
Letchworth Pines September 2002 - January 2006
Skills
Microsoft Word, Microsoft Excel, Customer Service, File Management, QuickBooks, Microsoft Office, Data Entry, Inventory Management, Customer Satisfaction, Peachtree, Event Management, SAP, Database Administration, Internet Explorer, Engineering, Spreadsheets, Outlook, Accounts Payable, Accounts Receivable, PowerPoint, Accounting, Invoicing, General Ledger, Financial Reporting, Office Management, Financial Statements, Account Reconciliation, Software Documentation, Payroll
Education
State University of New York College at Brockport 2014 — 2015
Bachelor of Arts (BA), Accounting
Rochester Institute of Technology 2013 — 2014
Bachelor of Arts (BA), Accounting
Monroe Community College 2007 — 2009
A.A.S. Accounting, Accounting and Finance
Keshequa Jr/Sr High School 1995 — 1998
Regents Diploma, Business and Math
Financial Service Partners January 2010 - Present
Centra Financial Group September 2006 - January 2010
LifeMark Securities Corp. March 2005 - September 2006
Paychex September 2003 - March 2005
Education
Indiana University Bloomington 1999 — 2003
Pittsford Mendon 1994 — 1998
Brockport Fire Department April 2008 - Present
NYS Department of Health July 2007 - Present
New York State Department of Health 2007 - Present
Caritas Consulting, LLC. April 1997 - March 2008
Nationwide Financial 1999 - 2007
Centra Financial Group 1993 - 2005
Gates-Chili Fire Department April 1997 - 2003
Mendon Fire Department June 1993 - April 1997
Skills
Government, Program Management, Emergency Management, Policy, Disaster Response, System Administration, Public Speaking, Security, Troubleshooting, Project Management, Public Health, Homeland Security, Cpr Certified, Disaster Recovery, HIPAA, Healthcare, Healthcare Information..., Emergency Services, Help Desk Support, Nonprofits, PHP, Program Development, Training
Education
Rochester Institute of Technology 1994 — 1999
Bachelor's degree, Information Technology
Univeristy of Dayton