Commonwealth Planning
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Commonwealth Planning Employees
Employee
Years
Job
Industry
Jeffrey McAlhaney Jeffrey McAlhaney's Commonwealth Planning Experience December 2012 - Present
Job Unemployed
Industry Financial Services
Experience
CommonWealth Planning December 2012 - Present
Best Buy 2010 - 2012
Domes Audio Video Environments 1998 - 2010
Education
Old Dominion University 1977 — 1982
Marketing
CommonWealth Planning December 2012 - Present
Best Buy 2010 - 2012
Domes Audio Video Environments 1998 - 2010
Education
Old Dominion University 1977 — 1982
Marketing
Jerry Gonzales Jerry Gonzales's Commonwealth Planning Experience June 2010 - September 2011
Job Production Coordinator at Ryson International, Inc.
Industry Machinery
Experience
Ryson International, Inc. July 2011 - Present
Commonwealth Planning June 2010 - September 2011
Holiday Inn Express May 2008 - January 2010
United States Navy September 1996 - May 2007
Skills
Project Management, Leadership, Networking, Negotiation, Teamwork, Finance, Budgets, Strategic Planning, Microsoft Office, PowerPoint, Customer Service, Public Speaking, Microsoft Excel, Financial Analysis, Auditing, Microsoft Word, Team Building, Sales, Marketing, Process Improvement, Insurance, Manufacturing, Analysis, Operations Management, Training, Forecasting, Access, Risk Management
Education
The College of William and Mary - The Mason School of Business 2007 — 2009
BBA, Finance
Ryson International, Inc. July 2011 - Present
Commonwealth Planning June 2010 - September 2011
Holiday Inn Express May 2008 - January 2010
United States Navy September 1996 - May 2007
Skills
Project Management, Leadership, Networking, Negotiation, Teamwork, Finance, Budgets, Strategic Planning, Microsoft Office, PowerPoint, Customer Service, Public Speaking, Microsoft Excel, Financial Analysis, Auditing, Microsoft Word, Team Building, Sales, Marketing, Process Improvement, Insurance, Manufacturing, Analysis, Operations Management, Training, Forecasting, Access, Risk Management
Education
The College of William and Mary - The Mason School of Business 2007 — 2009
BBA, Finance
Kyle A. Profilet, CPA Kyle A. Profilet, CPA's Commonwealth Planning Experience May 2012 - August 2012
Job Analyst at Matrix Capital Markets Group, Inc.
Industry Investment Banking
Experience
Matrix Capital Markets Group, Inc. December 2014 - Present
McGladrey October 2013 - November 2014
Beta Gamma Sigma February 2013 - May 2013
Phi Kappa Phi Honor Society February 2013 - May 2013
Dean's Student Advisory Board August 2012 - May 2013
Lancer Student Investment Fund February 2011 - May 2013
Commonwealth Planning May 2012 - August 2012
Dean's Student Advisory Board October 2011 - August 2012
S.L Nusbaum Realty Co. June 2011 - August 2011
Skills
Accounting, Finance, Project Planning, Microsoft Excel, Microsoft Office, Public Speaking, Auditing, PowerPoint, Leadership, Access, Training, Financial Analysis, Strategic Financial..., Event Planning, Business Planning, Nonprofits, Financial Accounting, Portfolio Management, Data Analysis, Financial Reporting, Forecasting, Financial Statements, US GAAP, Internal Controls, Tax, Project Management, GAAP, Financial Modeling, Investments, Analysis
Education
Longwood University 2009 — 2013
BSBA, Accounting and Finance, Cum Laude
American Institute of Spanish Studies
Frank W. Cox High School
Great Neck Middle School
Matrix Capital Markets Group, Inc. December 2014 - Present
McGladrey October 2013 - November 2014
Beta Gamma Sigma February 2013 - May 2013
Phi Kappa Phi Honor Society February 2013 - May 2013
Dean's Student Advisory Board August 2012 - May 2013
Lancer Student Investment Fund February 2011 - May 2013
Commonwealth Planning May 2012 - August 2012
Dean's Student Advisory Board October 2011 - August 2012
S.L Nusbaum Realty Co. June 2011 - August 2011
Skills
Accounting, Finance, Project Planning, Microsoft Excel, Microsoft Office, Public Speaking, Auditing, PowerPoint, Leadership, Access, Training, Financial Analysis, Strategic Financial..., Event Planning, Business Planning, Nonprofits, Financial Accounting, Portfolio Management, Data Analysis, Financial Reporting, Forecasting, Financial Statements, US GAAP, Internal Controls, Tax, Project Management, GAAP, Financial Modeling, Investments, Analysis
Education
Longwood University 2009 — 2013
BSBA, Accounting and Finance, Cum Laude
American Institute of Spanish Studies
Frank W. Cox High School
Great Neck Middle School
Christopher Stokes, MBA Christopher Stokes, MBA's Commonwealth Planning Experience May 2012 - August 2012
Job Data Management Analyst at Bank of America
Industry Banking
Experience
Bank of America June 2014 - Present
Mergent, Inc. January 2014 - June 2014
MiraCole Media LLC July 2013 - May 2014
Pfeiffer University-Phi Beta Lambda August 2012 - May 2013
Commonwealth Planning May 2012 - August 2012
Medi-Claims Connection November 2008 - May 2010
Skills
Leadership, Time Management, Microsoft Word, Microsoft Excel, Finance, Teamwork, Management, Microsoft Office, Entrepreneurship, Strategic Planning, PowerPoint, Accounting, Financial Analysis, Team Management, Investments, Self-Organization, Bloomberg Terminal
Education
Pfeiffer University 2013 — 2014
Master of Business Administration (M.B.A.), Leadership and Finance, 3.6/4.0
Pfeiffer University 2010 — 2013
Bachelor of Business Administration (B.B.A.), Business Administration; Economics, 3.2/4.0
Gateway Community College 2008 — 2010
Accounting and Business/Management, 3.4/4.0
Ocean Lakes High School 2004 — 2008
Advanced Diploma, General Studies, 3.1
Bank of America June 2014 - Present
Mergent, Inc. January 2014 - June 2014
MiraCole Media LLC July 2013 - May 2014
Pfeiffer University-Phi Beta Lambda August 2012 - May 2013
Commonwealth Planning May 2012 - August 2012
Medi-Claims Connection November 2008 - May 2010
Skills
Leadership, Time Management, Microsoft Word, Microsoft Excel, Finance, Teamwork, Management, Microsoft Office, Entrepreneurship, Strategic Planning, PowerPoint, Accounting, Financial Analysis, Team Management, Investments, Self-Organization, Bloomberg Terminal
Education
Pfeiffer University 2013 — 2014
Master of Business Administration (M.B.A.), Leadership and Finance, 3.6/4.0
Pfeiffer University 2010 — 2013
Bachelor of Business Administration (B.B.A.), Business Administration; Economics, 3.2/4.0
Gateway Community College 2008 — 2010
Accounting and Business/Management, 3.4/4.0
Ocean Lakes High School 2004 — 2008
Advanced Diploma, General Studies, 3.1
Aaron Otto's Commonwealth Planning Experience January 2010 - July 2011
Job Financial Analyst/SupplyChain Analyst
Industry Telecommunications
Experience
Bright House Networks January 2012 - Present
Aeir BioLogic, LLC January 2011 - December 2011
Miller Bearings Inc July 2011 - November 2011
CommonWealth Planning January 2010 - July 2011
A Structural Engineer June 2008 - January 2010
MassMutual Financial Group December 2008 - August 2009
Student -- Relevant Experience via Case Study Projects August 2007 - May 2008
Skills
Financial Modeling, Forecasting, Variance Analysis, Microsoft Excel, Finance, Budgets, Microsoft Office, Cost Accounting, Analysis, Economics, Financial Analysis, PeopleSoft, Revenue Forecasting, Valuation, Hyperion Enterprise, Pivot Tables, Risk Management, Start-ups, Vlookup, Hyperion Essbase..., Prophet21, V Lookup, Monte Carlo Simulation, Budgeting, Investment Analysis, Economic Research, Economic Analysis, Risk Analysis, H Lookup, Statistical Analysis, ROI, Hyperion, Smartview, Financial Planning, Management
Education
Strome College of Business 2005 — 2008
Bachelor of Science in Business Administration, Concentration/Major in Finance
West Virginia University 2004 — 2005
N/A, Finance & Accounting
Ocean Lakes High School 1998 — 2002
High School Diploma, Required - General
Bright House Networks January 2012 - Present
Aeir BioLogic, LLC January 2011 - December 2011
Miller Bearings Inc July 2011 - November 2011
CommonWealth Planning January 2010 - July 2011
A Structural Engineer June 2008 - January 2010
MassMutual Financial Group December 2008 - August 2009
Student -- Relevant Experience via Case Study Projects August 2007 - May 2008
Skills
Financial Modeling, Forecasting, Variance Analysis, Microsoft Excel, Finance, Budgets, Microsoft Office, Cost Accounting, Analysis, Economics, Financial Analysis, PeopleSoft, Revenue Forecasting, Valuation, Hyperion Enterprise, Pivot Tables, Risk Management, Start-ups, Vlookup, Hyperion Essbase..., Prophet21, V Lookup, Monte Carlo Simulation, Budgeting, Investment Analysis, Economic Research, Economic Analysis, Risk Analysis, H Lookup, Statistical Analysis, ROI, Hyperion, Smartview, Financial Planning, Management
Education
Strome College of Business 2005 — 2008
Bachelor of Science in Business Administration, Concentration/Major in Finance
West Virginia University 2004 — 2005
N/A, Finance & Accounting
Ocean Lakes High School 1998 — 2002
High School Diploma, Required - General
Natasha Hill Natasha Hill's Commonwealth Planning Experience January 2012 - May 2012
Job Insurance Consultant, Mutual of Omaha
Industry Insurance
Experience
Sutherland Global Services July 2012 - Present
Commonwealth Planning January 2012 - May 2012
Gold Key/P.H.R. June 2011 - October 2011
Kay Jewelers May 2005 - December 2010
Skills
Retirement Planning, Insurance, Financial Services, PowerPoint, Customer Service, Marketing, Health Insurance, Sales, Finance, Life Insurance, Human Resources, Disability Insurance, Estate Planning
Education
Old Dominion University - College of Business and Public Administration 2005 — 2010
BSBA, Business Management
Sutherland Global Services July 2012 - Present
Commonwealth Planning January 2012 - May 2012
Gold Key/P.H.R. June 2011 - October 2011
Kay Jewelers May 2005 - December 2010
Skills
Retirement Planning, Insurance, Financial Services, PowerPoint, Customer Service, Marketing, Health Insurance, Sales, Finance, Life Insurance, Human Resources, Disability Insurance, Estate Planning
Education
Old Dominion University - College of Business and Public Administration 2005 — 2010
BSBA, Business Management
Maida Bajramovic's Commonwealth Planning Experience April 2012 - Present
Job financial representative at Commonwealth Planning
Industry Financial Services
Experience
Commonwealth Planning April 2012 - Present
Northwestern Mutual January 2011 - June 2012
Education
Old Dominion University 2007 — 2010
Bachelor of Business Administration (B.B.A.), International Business and Finance
Commonwealth Planning April 2012 - Present
Northwestern Mutual January 2011 - June 2012
Education
Old Dominion University 2007 — 2010
Bachelor of Business Administration (B.B.A.), International Business and Finance
Jacqueline Rene' LeJeune, MBA's Commonwealth Planning Experience June 2014 - Present
Job Commonwealth Planning
Industry Financial Services
Experience
CommonWealth Planning June 2014 - Present
Madison Morgan Investment Advisory 1993 - June 2014
Skills
Strategic Financial..., Estate Planning, Retirement Planning, Long Term Care, Comprehensive Wealth..., Wealth Accumulation, Wealth Management, Life Insurance, Buy-sell Agreements, Disability Insurance, Small Business, Asset Protection, Business Planning, Finance, Insurance, Fixed Annuities
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1999 — 2001
MBA, Finance & Marketing
Old Dominion University 1979 — 1985
BS, Business
CommonWealth Planning June 2014 - Present
Madison Morgan Investment Advisory 1993 - June 2014
Skills
Strategic Financial..., Estate Planning, Retirement Planning, Long Term Care, Comprehensive Wealth..., Wealth Accumulation, Wealth Management, Life Insurance, Buy-sell Agreements, Disability Insurance, Small Business, Asset Protection, Business Planning, Finance, Insurance, Fixed Annuities
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1999 — 2001
MBA, Finance & Marketing
Old Dominion University 1979 — 1985
BS, Business
Cole Butler's Commonwealth Planning Experience Business Account ExecutiveVerizon Wireless2004 - 2009
Job Rep. at Commonwealth Planning
Industry Financial Services
Experience
Commonwealth Planning Business Account ExecutiveVerizon Wireless2004 - 2009
Education
University of North Carolina at Wilmington 2000 — 2004
BA - CRJ, Criminal Justice
Western Branch High School 1996 — 2000
Commonwealth Planning Business Account ExecutiveVerizon Wireless2004 - 2009
Education
University of North Carolina at Wilmington 2000 — 2004
BA - CRJ, Criminal Justice
Western Branch High School 1996 — 2000
James Ogborn's Commonwealth Planning Experience June 2011 - Present
Job Registered Representative at Park Ave Securities/ CommonWealth Planning
Industry Financial Services
Experience
CommonWealth Planning June 2011 - Present
Education
Strayer University 2001 — 2003
Associate's, Marketing
Strayer University (DC)
BSIB, International Business
CommonWealth Planning June 2011 - Present
Education
Strayer University 2001 — 2003
Associate's, Marketing
Strayer University (DC)
BSIB, International Business
Larry Winningham, LUTCF's Commonwealth Planning Experience October 2011 - Present
Job Financial Representative for The Guardian Life Insurance Company of America
Industry Financial Services
Experience
Commonwealth Planning October 2011 - Present
Skills
Business Development..., Protection Management, Retirement Planning, Executive Bonus..., Key Person Protection, Buy - Sell Agreements, Budget Planning &..., Long Term Care Insurance, Retirement, Disability Insurance, Estate Planning, Securities, IRAs, Fixed Annuities, Series 7, Life Insurance, Financial Advisory, Wealth Management, Wealth, Variable Annuities, Uniform Combined State..., Health Insurance, Small Business, Term Life Insurance, Financial Services, Finance
Education
Virginia Commonwealth University 1999 — 2002
Non-Degree, Management Information Technology
Benedict College 1969 — 1974
Bachelor of Science, Business Admin/Economics
Commonwealth Planning October 2011 - Present
Skills
Business Development..., Protection Management, Retirement Planning, Executive Bonus..., Key Person Protection, Buy - Sell Agreements, Budget Planning &..., Long Term Care Insurance, Retirement, Disability Insurance, Estate Planning, Securities, IRAs, Fixed Annuities, Series 7, Life Insurance, Financial Advisory, Wealth Management, Wealth, Variable Annuities, Uniform Combined State..., Health Insurance, Small Business, Term Life Insurance, Financial Services, Finance
Education
Virginia Commonwealth University 1999 — 2002
Non-Degree, Management Information Technology
Benedict College 1969 — 1974
Bachelor of Science, Business Admin/Economics
Matt Torrence's Commonwealth Planning Experience 2010 - Present
Job Sales and Farm Manager at Cleveland Tree Company
Industry Farming
Experience
The Guardian Life Insurance Company of America July 2010 - Present
CommonWealth Planning 2010 - Present
USCG May 2004 - July 2010
Education
Liberty University 2006 — 2010
B.S. Business, Finance
The Guardian Life Insurance Company of America July 2010 - Present
CommonWealth Planning 2010 - Present
USCG May 2004 - July 2010
Education
Liberty University 2006 — 2010
B.S. Business, Finance
Erik Carl's Commonwealth Planning Experience 2010 - 2012
Job Financial Services Professional
Industry Financial Services
Experience
Bank of America June 2012 - Present
Commonwealth Planning 2010 - 2012
Wachovia/Wells Fargo July 2006 - July 2010
Skills
Retirement Planning, Life Insurance, Retirement, Fixed Annuities, Investments, Financial Planning, Wealth Management, Disability Insurance, Insurance, Loan Modifications, Loan Closings, Document Management, Customer Retention, Customer Experience, Change Management, Collaborative Problem..., Risk Management, Credit Analysis, Lines Of Credit, Home Equity Loans, Home Equity Lines of..., Relationship Management, Case Management, Short Sales, Deed in Lieu, Escrow, Employee Training, Quality Assurance, Banking, Retail Banking, Product Marketing, Financial Analysis, Data Analysis, Conflict Resolution, Finance
Education
Strayer University 2003 — 2005
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General, 3.9
Minnesota State University, Moorhead 1992 — 1994
N/A, Education/Journalism
Bank of America June 2012 - Present
Commonwealth Planning 2010 - 2012
Wachovia/Wells Fargo July 2006 - July 2010
Skills
Retirement Planning, Life Insurance, Retirement, Fixed Annuities, Investments, Financial Planning, Wealth Management, Disability Insurance, Insurance, Loan Modifications, Loan Closings, Document Management, Customer Retention, Customer Experience, Change Management, Collaborative Problem..., Risk Management, Credit Analysis, Lines Of Credit, Home Equity Loans, Home Equity Lines of..., Relationship Management, Case Management, Short Sales, Deed in Lieu, Escrow, Employee Training, Quality Assurance, Banking, Retail Banking, Product Marketing, Financial Analysis, Data Analysis, Conflict Resolution, Finance
Education
Strayer University 2003 — 2005
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General, 3.9
Minnesota State University, Moorhead 1992 — 1994
N/A, Education/Journalism
Betsey Cremin's Commonwealth Planning Experience October 2008 - Present
Job Recruiting Director at Commonwealth Planning
Industry Financial Services
Experience
Commonwealth Planning October 2008 - Present
Northwestern Mutual May 2007 - September 2008
Hampton Roads Chamber of Commerce January 2007 - May 2007
Education
Longwood University 2002 — 2006
Bachelor's degree, Liberal Arts and Sciences, General Studies and Humanities
Lee Davis High School 1998 — 2002
Commonwealth Planning October 2008 - Present
Northwestern Mutual May 2007 - September 2008
Hampton Roads Chamber of Commerce January 2007 - May 2007
Education
Longwood University 2002 — 2006
Bachelor's degree, Liberal Arts and Sciences, General Studies and Humanities
Lee Davis High School 1998 — 2002