Corestates Capital Advisors
Description
Address: 115 Pheasant Run # 112, Newtown, PA 18940 Phone: (267) 759-5010: : : Category: Website: : : Place name: : Hours: Website: http://corestates.us/ 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. · Own this business?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 Corestates Capital Advisors Posting publicly on the Web Write a review Reviews Be the first to review
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Corestates Capital Advisors Employees
Employee
Years
Job
Industry
Jay T. Crosby Jay T. Crosby's Corestates Capital Advisors Experience August 2011 - November 2011
Job Insurance Producer for Emmanuel Insurance
Industry Financial Services
Experience
Emmanuel Insurance July 2010 - Present
J&J Strategic Trading LLC June 2006 - April 2014
Corestates Capital Advisors August 2011 - November 2011
Taylor Consulting and Contracting June 2010 - June 2011
Heartland Securities July 2000 - June 2003
Skills
Investments, Wealth Management, Trading, Wealth, Insurance, Equities, Portfolio Management, Securities, Financial Markets, Strategy, Financial Risk
Education
Lehigh University 1996 — 2000
B.S., in Business and Economics, Finance
Emmanuel Insurance July 2010 - Present
J&J Strategic Trading LLC June 2006 - April 2014
Corestates Capital Advisors August 2011 - November 2011
Taylor Consulting and Contracting June 2010 - June 2011
Heartland Securities July 2000 - June 2003
Skills
Investments, Wealth Management, Trading, Wealth, Insurance, Equities, Portfolio Management, Securities, Financial Markets, Strategy, Financial Risk
Education
Lehigh University 1996 — 2000
B.S., in Business and Economics, Finance
Robert McDevitt, MBA AIF® Robert McDevitt, MBA AIF®'s Corestates Capital Advisors Experience January 2011 - September 2012
Job Vice President at AEPG Wealth Strategies
Industry Financial Services
Experience
AEPG® Wealth Strategies April 2014 - Present
RTD Financial Advisors, Inc. October 2012 - March 2014
CoreStates Capital Advisors January 2011 - September 2012
Skills
Investments, Client Retention, Financial Planning, Financial Analysis, Insurance, Retirement Planning, Financial Advisory, Retirement, Asset Allocation, Portfolio Management, 401k, Investment Management, Estate Planning, Wealth Management, Investment Advisory, Mutual Funds, Employee Benefits, Asset Management
Education
Drexel University - College of Business and Administration
Master of Business Administration (M.B.A.), Finance - Investment Management
Temple University - Fox School of Business and Management
Bachelor of Arts (B.A.), Business Administration and Management, General
AEPG® Wealth Strategies April 2014 - Present
RTD Financial Advisors, Inc. October 2012 - March 2014
CoreStates Capital Advisors January 2011 - September 2012
Skills
Investments, Client Retention, Financial Planning, Financial Analysis, Insurance, Retirement Planning, Financial Advisory, Retirement, Asset Allocation, Portfolio Management, 401k, Investment Management, Estate Planning, Wealth Management, Investment Advisory, Mutual Funds, Employee Benefits, Asset Management
Education
Drexel University - College of Business and Administration
Master of Business Administration (M.B.A.), Finance - Investment Management
Temple University - Fox School of Business and Management
Bachelor of Arts (B.A.), Business Administration and Management, General
Neil Dhandhukia Neil Dhandhukia's Corestates Capital Advisors Experience June 2006 - August 2006
Job Mechanical Engineer at Propel Labs
Industry Mechanical or Industrial Engineering
Experience
Propel Labs October 2012 - Present
Altaeros Energies May 2012 - August 2012
Day2Night February 2012 - May 2012
Boston University May 2011 - December 2011
United States Postal Service July 2008 - December 2008
Second Wind Inc. September 2007 - December 2007
PricewaterhouseCoopers June 2007 - August 2007
Corestates Capital Advisors June 2006 - August 2006
Skills
CAD, Solidworks, Matlab, Mill, Lathe, Solid Mechanics, Fluid Mechanics, AutoCAD, Engineering, Mechanical Engineering, Finite Element Analysis
Education
Boston University 2009 — 2012
Master of Science, Mechanical Engineering
Boston University 2004 — 2008
BSBA, Operations & Technology Management, Finance
Propel Labs October 2012 - Present
Altaeros Energies May 2012 - August 2012
Day2Night February 2012 - May 2012
Boston University May 2011 - December 2011
United States Postal Service July 2008 - December 2008
Second Wind Inc. September 2007 - December 2007
PricewaterhouseCoopers June 2007 - August 2007
Corestates Capital Advisors June 2006 - August 2006
Skills
CAD, Solidworks, Matlab, Mill, Lathe, Solid Mechanics, Fluid Mechanics, AutoCAD, Engineering, Mechanical Engineering, Finite Element Analysis
Education
Boston University 2009 — 2012
Master of Science, Mechanical Engineering
Boston University 2004 — 2008
BSBA, Operations & Technology Management, Finance
Stephanie Turzanski Stephanie Turzanski's Corestates Capital Advisors Experience November 2011 - July 2013
Job Founder, CEO In House Marketing
Industry Marketing and Advertising
Experience
In House Marketing March 2013 - Present
CoreStates Capital Advisors November 2011 - July 2013
Philadelphia Greyhound Connection, Inc April 2011 - April 2013
DELEON GROUP June 2009 - August 2011
Comcast Cable Corp May 2007 - August 2008
La Salle University Advancement April 2005 - October 2007
Skills
Marketing, Direct Marketing, Advertising, Social Media, New Business Development, Strategic Planning, Social Media Marketing, Product Marketing, Digital Marketing, Public Relations, Marketing Strategy, SEO, CRM, Business Development, Management, Leadership, Integrated Marketing, Project Management, Editing
Education
La Salle University
Marketing
In House Marketing March 2013 - Present
CoreStates Capital Advisors November 2011 - July 2013
Philadelphia Greyhound Connection, Inc April 2011 - April 2013
DELEON GROUP June 2009 - August 2011
Comcast Cable Corp May 2007 - August 2008
La Salle University Advancement April 2005 - October 2007
Skills
Marketing, Direct Marketing, Advertising, Social Media, New Business Development, Strategic Planning, Social Media Marketing, Product Marketing, Digital Marketing, Public Relations, Marketing Strategy, SEO, CRM, Business Development, Management, Leadership, Integrated Marketing, Project Management, Editing
Education
La Salle University
Marketing
John Slocum John Slocum's Corestates Capital Advisors Experience May 1987 - November 1987
Job Chief Marketing & Strategy Officer at Exito Travel
Industry Education Management
Experience
Paxia Travel Inc. 2013 - Present
Exito Travel May 2012 - Present
AmeriSpan Study Abroad January 2007 - May 2012
AmeriSpan Unlimited Inc. February 1993 - January 2007
Languages Abroad 2000 - 2005
Independence Capital Management 1987 - October 1992
Corestates Capital Advisors May 1987 - November 1987
Penn Mutual May 1985 - May 1987
Skills
Social Media Marketing, Online Advertising, Email Marketing, SEO, Public Relations, SEM, Social Media, SMO, Marketing Communications, Advertising, Small Business, Social Networking, Online Marketing, Strategy, E-commerce, Web Design, Business Strategy, Blogging, Marketing, PPC, Management, Web Analytics
Education
Other Education-Related 1992 — 1993
Albion College 1981 — 1985
Economics, Business & Marketing
Paxia Travel Inc. 2013 - Present
Exito Travel May 2012 - Present
AmeriSpan Study Abroad January 2007 - May 2012
AmeriSpan Unlimited Inc. February 1993 - January 2007
Languages Abroad 2000 - 2005
Independence Capital Management 1987 - October 1992
Corestates Capital Advisors May 1987 - November 1987
Penn Mutual May 1985 - May 1987
Skills
Social Media Marketing, Online Advertising, Email Marketing, SEO, Public Relations, SEM, Social Media, SMO, Marketing Communications, Advertising, Small Business, Social Networking, Online Marketing, Strategy, E-commerce, Web Design, Business Strategy, Blogging, Marketing, PPC, Management, Web Analytics
Education
Other Education-Related 1992 — 1993
Albion College 1981 — 1985
Economics, Business & Marketing
Aaron D. Witherspoon, CPA, MST Aaron D. Witherspoon, CPA, MST's Corestates Capital Advisors Experience April 1991 - April 1995
Job Finance Director at Barclays
Industry Financial Services
Experience
Barclays October 2008 - Present
JP Morgan Chase 2006 - 2008
JPMorgan Chase July 2004 - September 2006
JPMorgan Chase June 2001 - July 2004
JPMorgan Chase January 1998 - June 2001
Independence Blue Cross April 1995 - January 1998
Corestates Capital Advisors April 1991 - April 1995
EY April 1989 - April 1991
Skills
Analytics, Credit Cards, Customer Acquisition, Digital Marketing, Direct Marketing, Financial Services, Marketing Strategy, Segmentation, Multi-channel Marketing, Strategy, CRM, Database Marketing, Strategic Partnerships, Integrated Marketing, Email Marketing, Banking, Business Analysis, Financial Analysis, Finance, Forecasting, Management, Leadership
Education
Widener University 1996 — 2000
Master's Degree, Financial Planning and Services, 3.8 GPA
University of Pittsburgh 1985 — 1989
Bachelor's Degree, Accounting and Finance, 3.8 GPA
Barclays October 2008 - Present
JP Morgan Chase 2006 - 2008
JPMorgan Chase July 2004 - September 2006
JPMorgan Chase June 2001 - July 2004
JPMorgan Chase January 1998 - June 2001
Independence Blue Cross April 1995 - January 1998
Corestates Capital Advisors April 1991 - April 1995
EY April 1989 - April 1991
Skills
Analytics, Credit Cards, Customer Acquisition, Digital Marketing, Direct Marketing, Financial Services, Marketing Strategy, Segmentation, Multi-channel Marketing, Strategy, CRM, Database Marketing, Strategic Partnerships, Integrated Marketing, Email Marketing, Banking, Business Analysis, Financial Analysis, Finance, Forecasting, Management, Leadership
Education
Widener University 1996 — 2000
Master's Degree, Financial Planning and Services, 3.8 GPA
University of Pittsburgh 1985 — 1989
Bachelor's Degree, Accounting and Finance, 3.8 GPA
Margretta Feuer's Corestates Capital Advisors Experience April 2007 - August 2007
Job Senior Account Executive & PR Manager at Sagefrog Marketing Group, LLC
Industry Public Relations and Communications
Experience
Sagefrog Marketing Group, LLC February 2015 - Present
Sagefrog Marketing Group, LLC August 2014 - January 2015
HealthSTAR Public Relations February 2014 - July 2014
HealthSTAR Public Relations May 2013 - January 2014
HealthSTAR Public Relations January 2013 - April 2013
Babson College July 2012 - January 2013
Johnson & Johnson June 2011 - August 2011
Corestates Capital Advisors April 2007 - August 2007
Skills
Public Relations, Social Media, Marketing, Leadership, Entrepreneurship, Facebook, PowerPoint, Management, Market Research, Microsoft Office, Research, Social Media Marketing, Marketing Strategy, Microsoft Excel, Press Releases, Media Relations, Event Planning, WordPress, Advertising, Factiva, CisionPoint, Account Management, Communications Planning, Crisis Communications, Pharmaceutical Industry, Corporate Communications, Message Development, Event Management, Copywriting, Media Monitoring, Copy Editing, Survey Design, Marketing Communications, Social Networking, Microsoft Word, Pardot, HootSuite
Education
Babson College
Bachelor of Science in Business Management, Concentrations: Marketing and Leadership
The Hun School
Sagefrog Marketing Group, LLC February 2015 - Present
Sagefrog Marketing Group, LLC August 2014 - January 2015
HealthSTAR Public Relations February 2014 - July 2014
HealthSTAR Public Relations May 2013 - January 2014
HealthSTAR Public Relations January 2013 - April 2013
Babson College July 2012 - January 2013
Johnson & Johnson June 2011 - August 2011
Corestates Capital Advisors April 2007 - August 2007
Skills
Public Relations, Social Media, Marketing, Leadership, Entrepreneurship, Facebook, PowerPoint, Management, Market Research, Microsoft Office, Research, Social Media Marketing, Marketing Strategy, Microsoft Excel, Press Releases, Media Relations, Event Planning, WordPress, Advertising, Factiva, CisionPoint, Account Management, Communications Planning, Crisis Communications, Pharmaceutical Industry, Corporate Communications, Message Development, Event Management, Copywriting, Media Monitoring, Copy Editing, Survey Design, Marketing Communications, Social Networking, Microsoft Word, Pardot, HootSuite
Education
Babson College
Bachelor of Science in Business Management, Concentrations: Marketing and Leadership
The Hun School
Lucy Steitz, CFP (R) Lucy Steitz, CFP (R)'s Corestates Capital Advisors Experience January 2010 - July 2013
Job Senior Wealth Manager at Sage Financial Group
Industry Financial Services
Experience
Sage Financial Group August 2013 - Present
Corestates Capital Advisors January 2010 - July 2013
Wachovia, A Wells Fargo Company 1994 - December 2009
Skills
Investment Advisory..., Holistic Financial..., Insurance, Wealth Management, Retirement Planning, Public Speaking
Education
Lehigh University 1988 — 1994
BA and MPA
The London School of Economics and Political Science (LSE) 1990 — 1991
Junior Year abroad
Cranford High School
Sage Financial Group August 2013 - Present
Corestates Capital Advisors January 2010 - July 2013
Wachovia, A Wells Fargo Company 1994 - December 2009
Skills
Investment Advisory..., Holistic Financial..., Insurance, Wealth Management, Retirement Planning, Public Speaking
Education
Lehigh University 1988 — 1994
BA and MPA
The London School of Economics and Political Science (LSE) 1990 — 1991
Junior Year abroad
Cranford High School
Patrick Clark Patrick Clark's Corestates Capital Advisors Experience February 2008 - July 2011
Job Partner at Attleboro Wealth Management
Industry Investment Management
Experience
Attleboro Wealth Management (formerly MJ Byelich & Associates) December 2011 - Present
Lower Bucks Family YMCA January 2003 - Present
Corestates Capital Advisors February 2008 - July 2011
Divi-Vest Advisors January 1996 - January 2008
Bryn Mawr Investment Group January 1994 - January 1996
Dean Witter Reynolds January 1993 - January 1994
Skills
Asset Allocation, Mutual Funds, Investments, Equities, Portfolio Management, Financial Advisory, Strategic Financial..., Pension Funds, Institutional..., Alternative Investments, Bonds, Investment Strategies, Investment Advisory, Wealth Management, Funding, Risk Management, Investment Management, Finance, Securities, Relationship Management, Wealth, ETFs, Wealth Management..., Defined Benefit, Taft-Hartley, Investment Policy, High Net Worth..., Manager Selection, Investment Advisory..., 401k, Endowment Funds, Fiduciary Services, Fiduciary Management, Fiduciary, Charitable Trusts, Trust Management, Trustee, Financial Markets, Endowments, Captives, Retirement, Separately Managed..., Investment Policy..., Captive Insurance, Public Pension, Institutional Investors, Spending Policy, Tax Exempt Funds, Reserve Funds, Trusted Advisor
Education
Manhattanville College 1989 — 1993
BA, Finance, History
Holy Ghost Prep 1985 — 1989
Attleboro Wealth Management (formerly MJ Byelich & Associates) December 2011 - Present
Lower Bucks Family YMCA January 2003 - Present
Corestates Capital Advisors February 2008 - July 2011
Divi-Vest Advisors January 1996 - January 2008
Bryn Mawr Investment Group January 1994 - January 1996
Dean Witter Reynolds January 1993 - January 1994
Skills
Asset Allocation, Mutual Funds, Investments, Equities, Portfolio Management, Financial Advisory, Strategic Financial..., Pension Funds, Institutional..., Alternative Investments, Bonds, Investment Strategies, Investment Advisory, Wealth Management, Funding, Risk Management, Investment Management, Finance, Securities, Relationship Management, Wealth, ETFs, Wealth Management..., Defined Benefit, Taft-Hartley, Investment Policy, High Net Worth..., Manager Selection, Investment Advisory..., 401k, Endowment Funds, Fiduciary Services, Fiduciary Management, Fiduciary, Charitable Trusts, Trust Management, Trustee, Financial Markets, Endowments, Captives, Retirement, Separately Managed..., Investment Policy..., Captive Insurance, Public Pension, Institutional Investors, Spending Policy, Tax Exempt Funds, Reserve Funds, Trusted Advisor
Education
Manhattanville College 1989 — 1993
BA, Finance, History
Holy Ghost Prep 1985 — 1989
Mary Ellen Russell Mary Ellen Russell's Corestates Capital Advisors Experience 1997 - 1998
Job Chief Human Resources Officer at Genesee & Wyoming Inc.
Industry Transportation/Trucking/Railroad
Experience
Genesee & Wyoming Inc. June 2013 - Present
Genesee & Wyoming Inc. October 2012 - June 2013
RSR Partners July 2010 - October 2012
Korn Ferry October 2008 - March 2010
CMA CGM January 2006 - October 2008
Jevic Transportation 1998 - 2005
Corestates Capital Advisors 1997 - 1998
The Vanguard Group 1995 - 1997
Ahrensdorf & Associates Diversified Search 1990 - 1995
Skills
Executive Search, Employee Relations, Organizational..., Talent Acquisition, Human Resources, HRIS, Recruiting, Succession Planning, Budgets
Education
Rosemont College
BA, Organizational Development/Psychology
Genesee & Wyoming Inc. June 2013 - Present
Genesee & Wyoming Inc. October 2012 - June 2013
RSR Partners July 2010 - October 2012
Korn Ferry October 2008 - March 2010
CMA CGM January 2006 - October 2008
Jevic Transportation 1998 - 2005
Corestates Capital Advisors 1997 - 1998
The Vanguard Group 1995 - 1997
Ahrensdorf & Associates Diversified Search 1990 - 1995
Skills
Executive Search, Employee Relations, Organizational..., Talent Acquisition, Human Resources, HRIS, Recruiting, Succession Planning, Budgets
Education
Rosemont College
BA, Organizational Development/Psychology
James Carlucci's Corestates Capital Advisors Experience September 2006 - January 2013
Job Owner, Carlucci Consulting
Industry Financial Services
Experience
Carlucci Consulting October 2013 - Present
PWA Financial January 2013 - Present
CoreStates Capital Advisors September 2006 - January 2013
Wachovia Securities, LLC June 2000 - September 2006
Laserspeed Inc. June 1999 - August 2003
Skills
Printers, Microsoft Office, Photocopier, Telephony, Word, Laptops, Excel, Windows, Outlook, PowerPoint, XP, Scanners, Access, Windows 7, Computer Hardware, Computers, Computer Repair, Computer Maintenance, Microsoft Excel, Microsoft Word, Customer Service, Management, Network Administration, Sales, Social Media, Servers, Business Development, Networking, CRM
Education
Mercer County Community College 2001 — 2002
Specialized Technology, Computer Technology/Computer Systems Technology
Carlucci Consulting October 2013 - Present
PWA Financial January 2013 - Present
CoreStates Capital Advisors September 2006 - January 2013
Wachovia Securities, LLC June 2000 - September 2006
Laserspeed Inc. June 1999 - August 2003
Skills
Printers, Microsoft Office, Photocopier, Telephony, Word, Laptops, Excel, Windows, Outlook, PowerPoint, XP, Scanners, Access, Windows 7, Computer Hardware, Computers, Computer Repair, Computer Maintenance, Microsoft Excel, Microsoft Word, Customer Service, Management, Network Administration, Sales, Social Media, Servers, Business Development, Networking, CRM
Education
Mercer County Community College 2001 — 2002
Specialized Technology, Computer Technology/Computer Systems Technology
Geoff Deasey Geoff Deasey's Corestates Capital Advisors Experience 1988 - 1992
Job Managing Director, AUA Capital Management
Industry Financial Services
Experience
Chester County Asset Management October 2011 - Present
Legg Mason, Global Currents Investment Management March 2008 - April 2011
Glenmede May 2004 - March 2008
Brown Brothers Harriman February 1999 - November 2003
Corestates Capital Advisors 1988 - 1992
Merrill Lynch 1984 - 1989
Skills
Sales Management, Business Relationship..., Team Management, Team Building, Key Account Management, Mentoring, New Business Development, Investments, Management, Sales, Equities, Relationship Management, Marketing, Strategic Planning, Asset Management, Portfolio Management, Series 7
Education
University of Pennsylvania
BA, Political Science & Sociology
Widener University School of Law
JD
Chester County Asset Management October 2011 - Present
Legg Mason, Global Currents Investment Management March 2008 - April 2011
Glenmede May 2004 - March 2008
Brown Brothers Harriman February 1999 - November 2003
Corestates Capital Advisors 1988 - 1992
Merrill Lynch 1984 - 1989
Skills
Sales Management, Business Relationship..., Team Management, Team Building, Key Account Management, Mentoring, New Business Development, Investments, Management, Sales, Equities, Relationship Management, Marketing, Strategic Planning, Asset Management, Portfolio Management, Series 7
Education
University of Pennsylvania
BA, Political Science & Sociology
Widener University School of Law
JD
Douglas Roman, CFA, CMT's Corestates Capital Advisors Experience 1989 - 1991
Job Managing Director at PNC Capital Advisors
Industry Investment Management
Experience
PNC Advisors June 2002 - Present
PNC Wealth Management 2002 - Present
PNC 2002 - Present
PNC Capital Advisors, LLC 2002 - Present
Vanguard 1996 - 2000
Rittenhouse 1993 - 1996
Corestates Capital Advisors 1989 - 1991
Skills
Portfolio Management, Asset Allocation, Asset Management, Equities, Investment Advisory, Wealth Management, Investments, Alternative Investments, Equity Research, Asset Managment, Mutual Funds, Series 7, Hedge Funds
Education
Drexel University 1989 — 1992
MS, Finance
Penn State University 1981 — 1985
PNC Advisors June 2002 - Present
PNC Wealth Management 2002 - Present
PNC 2002 - Present
PNC Capital Advisors, LLC 2002 - Present
Vanguard 1996 - 2000
Rittenhouse 1993 - 1996
Corestates Capital Advisors 1989 - 1991
Skills
Portfolio Management, Asset Allocation, Asset Management, Equities, Investment Advisory, Wealth Management, Investments, Alternative Investments, Equity Research, Asset Managment, Mutual Funds, Series 7, Hedge Funds
Education
Drexel University 1989 — 1992
MS, Finance
Penn State University 1981 — 1985
Kenneth Coniglio's Corestates Capital Advisors Experience January 2006 - January 2013
Job Managing Member at PWA Financial
Industry Financial Services
Experience
PWA Financial January 2013 - Present
Corestates Capital Advisors January 2006 - January 2013
Leslie Fay 1980 - 1992
Education
Manhattan College 1968 — 1973
BS, business admin.
PWA Financial January 2013 - Present
Corestates Capital Advisors January 2006 - January 2013
Leslie Fay 1980 - 1992
Education
Manhattan College 1968 — 1973
BS, business admin.
jorge rohde-febre's Corestates Capital Advisors Experience January 1991 - December 1993
Job inflight at United Airlines
Industry Airlines/Aviation
Experience
United Airlines October 1994 - Present
Corestates Capital Advisors January 1991 - December 1993
Corestates Capital Advisors November 1991 - December 1992
Security Pacific Bank May 1988 - December 1991
ANZ January 1990 - November 1991
Education
AMERICAN INSTITUTE OF BANKING 1992 — 1994
MS, INTERNATIONAL BANKING
Pace University
BUSINESS
United Airlines October 1994 - Present
Corestates Capital Advisors January 1991 - December 1993
Corestates Capital Advisors November 1991 - December 1992
Security Pacific Bank May 1988 - December 1991
ANZ January 1990 - November 1991
Education
AMERICAN INSTITUTE OF BANKING 1992 — 1994
MS, INTERNATIONAL BANKING
Pace University
BUSINESS
Diaz Yvonne's Corestates Capital Advisors Experience 1995 - 1997
Job Account Executive Exisiting Business at Health New England
Industry Insurance
Experience
Health New England January 2005 - Present
Consolidated Health Plans November 2003 - September 2005
First Notice Systems 1999 - 2003
Corestates Capital Advisors 1995 - 1997
Skills
Exceptionally organized..., Fluent in Spanish, Excellent..., Experience with Self..., Employer Groups, Insurance, Self-funded, Health Insurance, Self-insured, Health Savings Accounts, Underwriting, Medicare, Brokers
Education
Bay Path College 2011 — 2013
American International College 1999 — 2002
The High School of Science and Tecnology
Health New England January 2005 - Present
Consolidated Health Plans November 2003 - September 2005
First Notice Systems 1999 - 2003
Corestates Capital Advisors 1995 - 1997
Skills
Exceptionally organized..., Fluent in Spanish, Excellent..., Experience with Self..., Employer Groups, Insurance, Self-funded, Health Insurance, Self-insured, Health Savings Accounts, Underwriting, Medicare, Brokers
Education
Bay Path College 2011 — 2013
American International College 1999 — 2002
The High School of Science and Tecnology
Linora D Lawrence's Corestates Capital Advisors Experience September 1970 - January 1990
Job VICE PRESIDENT
Industry Financial Services
Experience
Home June 2012 - Present
First Union September 1990 - December 2000
Corestates Capital Advisors September 1970 - January 1990
Skills
Financial Analysis, Security, Banking, Portfolio Management, Risk Management, Credit, Finance, Investments, Financial Modeling, Loans, Credit Analysis
Education
Temple University
Home June 2012 - Present
First Union September 1990 - December 2000
Corestates Capital Advisors September 1970 - January 1990
Skills
Financial Analysis, Security, Banking, Portfolio Management, Risk Management, Credit, Finance, Investments, Financial Modeling, Loans, Credit Analysis
Education
Temple University
Ed McGahan's Corestates Capital Advisors Experience March 2012 - Present
Job Vice President at Corestates Capital Advisors
Industry Financial Services
Experience
Corestates Capital Advisors March 2012 - Present
Education
Drexel University 1989 — 1992
Holy Ghost Preparatory School 1985 — 1989
Corestates Capital Advisors March 2012 - Present
Education
Drexel University 1989 — 1992
Holy Ghost Preparatory School 1985 — 1989