Compass Ion Advisors, LLC
Address: 300 Conshohocken State Rd #230, Conshohocken, PA 19428 Phone: (877) 799-6830: Place name: Category: Website: : : : : : Hours: Website: http://www.ionadv.com/ Category: Financial consultant 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 Compass Ion Advisors Posting publicly on the Web Write a review Reviews Be the first to review
Compass Ion Advisors, LLC List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Compass Ion Advisors, LLC. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Compass Ion Advisors, LLC Employees
BMO Capital Markets July 2014 - Present
BMO Capital Markets June 2013 - August 2013
Diamond Hill Investments May 2012 - August 2012
Compass-Ion Advisors, LLC June 2009 - August 2011
Emerging Growth Equities, LTD June 2007 - August 2008
Skills
Valuation, Financial Modeling, Bloomberg Terminal, Morningstar, Financial Analysis, Portfolio Management, Investments, Microsoft Excel, PowerPoint, Economics, Accounting, Investment Banking, Finance
Education
Goizueta Business School, Emory University 2010 — 2014
Bachelor of Business Administration (BBA), Accounting and Finance
Credit Suisse May 2015 - Present
Compass Ion Advisors, LLC May 2014 - August 2014
Fleming's Prime Steakhouse & Wine Bar June 2010 - August 2013
Skills
Economics, Microsoft Office, Microsoft Excel, Statistics, PowerPoint, Econometrics, Teamwork, Microsoft Word, Data Analysis, Access, Access Database, Organization, Leadership, National Honor Society, Customer Service, Event Planning, Public Speaking, Social Media, Time Management
Education
Lehigh University 2012 — 2016
Bachelor of Science (B.S.), Finance, General, 3.6
Lehigh University - College of Business and Economics 2012 — 2016
Bachelor of Science (B.S.), Finance, General
Conestoga High School 2008 — 2012
Compass Ion Advisors, LLC December 2008 - Present
EGE Advisors, LTD April 2006 - December 2008
Young Life January 1996 - March 2006
SEI Investments August 1993 - January 1996
Skills
Wealth Management, Leadership, Management, Insurance, Finance, Fundraising, Asset Management, Public Speaking, Investment Advisory, Entrepreneurship, Financial Analysis
Education
Eastern University 1989 — 1993
Bachelor's degree, Business Administration and Management, General
Compass Ion Advisors, LLC August 2006 - Present
Wilmington Christian School July 2002 - June 2012
Delaware Youth for Christ, Inc. 2004 - 2011
Andesa Investment Solutions, Inc. June 2001 - August 2006
Andesa Strategies, Inc. September 2000 - August 2006
The Bear Law Firm September 1995 - September 2000
Murphy Spadaro & Landon September 1992 - October 1995
Ashby & Geddes January 1990 - September 1992
The Bayard Firm April 1988 - January 1991
Emmaus High School May 1982 - June 1984
Skills
Leadership, Management, Strategic Planning, Strategy, Executive Management, Finance, Investments, Financial Planning, Public Speaking, Fundraising
Education
Suffolk University Law School 1985 — 1988
JD, cum laude, Law
Harvard Law School 1986 — 1986
Non-Degree, Legal Defense Practicum
Institut d'Etudes politiques de Strasbourg 1984 — 1984
Certificate of Completion, Human Rights, Theology, International Law
Gordon College 1977 — 1981
B.A., Political Science
Holliston High School 1973 — 1977
High School Diploma, General
Access Group. April 2015 - Present
Schreiner Capital Management, Inc. November 2012 - March 2015
State Street August 2011 - November 2012
Gordon College Physical Plant September 2007 - May 2011
CollegeBound September 2010 - December 2010
Compass Ion Advisors, LLC June 2009 - August 2010
Camp Win-Some May 2008 - August 2010
Compass-Ion Advisors, LLC June 2009 - August 2009
Skills
Microsoft Office 2007, Financial Analysis, Financial Research, Portfolio Management, Customer Service, Salesforce, ACT Database, Python programming..., Evolve, STATA
Education
Gordon College 2007 — 2011
BA, Finance, Business Administration
Other
Fiberlink January 2013 - Present
Toshiba Business Solutions September 2011 - January 2013
Compass Ion Advisors, LLC May 2011 - September 2011
Verizon May 2010 - August 2010
CertaPro Painters June 2009 - August 2009
Skills
Cold Calling, Sales, Account Management, Social Media, Social Media Marketing, Salesforce.com, Microsoft Excel, Marketing Strategy, Microsoft Office, Direct Sales, Customer Service, Sales Process, PowerPoint, Recruiting, Advertising
Education
Shippensburg University of Pennsylvania 2007 — 2011
Bachelor of Science in Business Administration, Management
Vanguard June 2015 - Present
Compass Ion Advisors, LLC January 2015 - Present
Outback Steakhouse March 2013 - Present
Eastern University January 2012 - Present
Eastern University May 2014 - August 2014
Philadelphia Union April 2011 - May 2012
Skills
Leadership, Teamwork, Public Speaking, Time Management, Critical Thinking, Communication, Community Outreach, Soccer Coaching, Team Motivation, Tenacious Work Ethic, Microsoft Excel, Microsoft Office, Social Networking, PowerPoint, Higher Education, Organizational Learning, Microsoft Word, Interpersonal..., Quick Study, Finance, Nonprofits, Sales, Teaching, Customer Service, Series 63, Series 6, Coaching, Soccer
Education
Eastern University 2011 — 2015
Bachelor's Degree, Business Management
Spring-Ford Area High School 2008 — 2011
Spring-Ford Area High School
InstaMed March 2014 - Present
Epic July 2012 - March 2014
InnoBlue March 2010 - March 2012
IMS Consulting May 2011 - August 2011
Compass Ion Advisors, LLC May 2010 - November 2010
Nittany Lion Inn June 2009 - June 2010
Skills
Entrepreneurship, Healthcare, Web Design, Public Speaking, Microsoft Office, Social Media, Strategic Planning, Data Analysis, PowerPoint, Fundraising, Research, Microsoft Excel, Start-ups, Project Management, Business Development, Customer Service, Leadership, Management, Operations Management, Marketing, Change Management, Business Strategy, Consulting, Strategy
Education
Penn State University 2008 — 2012
BS, Science BS/MBA
The Haverford School 2005 — 2008
Stella & Dot 2014 - Present
Compass Ion Advisors, LLC June 2010 - Present
Complete Investment Management May 2008 - June 2010
Morgan Stanley January 2008 - April 2008
Morgan Stanley January 2007 - December 2007
Newtown Athletic Club June 2006 - December 2006
Skills
Investments, Strategic Financial..., Microsoft Excel, Asset Managment, Financial Services, PowerPoint, Financial Planners, Wealth Management, Investment Advisory, Microsoft Word, Insurance, Mutual Funds, Relationship Management, Alternative Investments, Event Planning, Data Analysis, Outlook, Leadership, Employee Benefits, Fundraising
Education
La Salle University 2003 — 2007
Bachelors of Science in Business Administration, Finance and Education
Compass Ion Advisors, LLC June 2015 - Present
Burke Lawton Brewer & Burke July 2014 - August 2014
Walsh and Nicholson Financial Group December 2013 - January 2014
Deerfoot Lodge June 2013 - August 2013
Skills
Microsoft Office, Leadership, Microsoft Excel, Microsoft Word, PowerPoint, Public Speaking, Social Media, Teamwork
Education
Elon University 2012 — 2016
Finance, General
Compass Ion Advisors, LLC February 2007 - Present
SEI Investments March 1999 - January 2007
Skills
Wealth Management, Asset Managment, Investment Advisory, Personal Financial..., Alternative Investments, Financial Services, Portfolio Optimization, Investments, Financial Planners, Asset Management, Wealth, Financial Advisory, Asset Allocation
Education
Messiah College 1993 — 1997
ABRY Partners August 2014 - Present
J.P. Morgan June 2012 - June 2014
J.P. Morgan June 2011 - August 2011
Compass Ion Advisors, LLC June 2010 - August 2010
Skills
Private Equity, Due Diligence, Financial Modeling, Valuation, Mergers & Acquisitions, Investment Banking
Education
Bowdoin College 2008 — 2012
B.A., Mathematics
Shead High School 2004 — 2008
Univest Capital June 2013 - Present
Niche Financial Services May 2011 - August 2012
Compass Ion Advisors, LLC May 2009 - August 2009
Skills
Commercial Leasing, Lease Financing, Capital Equipment, Sales, Investments, Microsoft Excel, Financial Analysis, Leadership, Marketing, Finance, Microsoft Word, Public Speaking, Microsoft Office, Time Management, Business Development, Innovator, Writing, Teamwork, People Skills, Entrepreneurship, Social Media, Access, Management, Mathematics, People-oriented, Financial Services, Market Research, Organization
Education
Shippensburg University of Pennsylvania 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance
Upper Dublin High School 2005 — 2009
Compass Ion Advisors, LLC 2006 - Present
Education
Lebanon Valley College 1987 — 1991
Compass Ion Advisors LLC April 2010 - Present
Innovative Planning Group June 2008 - April 2010
Penn Mutual September 2006 - June 2008
Penn Mutual January 1998 - January 2007
Penn Mutual June 1993 - January 1998
Penn Mutual January 1984 - June 1993
Skills
Strategic Financial..., Retirement Planning, Investment Advisory, Wealth Management, Retirement, Fixed Annuities, Estate Planning, Life Insurance, Management Consulting, Financial Services, Financial Advisory, Marketing Strategy, Alternative Investments, Long-term Care, Pensions, Insurance, Disability Insurance, Financial Planners, Product Marketing, Insurance Planning, Sales Management, Management, Asset Management, Portfolio Management, IRAs, Small Business, Budgets, FInancial Planning, Leadership, Investments, Finance, Employee Benefits, Mutual Funds, Risk Management, Career Counseling
Education
University of Pennsylvania 1989 — 1993
MS, Organizational Dynamics
Philadelphia University 1971 — 1975
BS, Accounting