Corporate Financial Services
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Corporate Financial Services Employees
Conner Strong & Buckelew August 2015 - Present
Corporate Financial Services November 2014 - August 2015
Philadelphia Art Alliance April 2014 - November 2014
University of Pennsylvania Museum of Archaeology and Anthropology April 2012 - September 2012
The Franklin Institute February 2012 - April 2012
Pennsylvania Horticultural Society September 2011 - February 2012
Philadelphia Neighborhoods January 2011 - May 2011
Skills
Creative Writing, Social Media, Microsoft Office, Copy Editing, PowerPoint, Photoshop, Journalism, Research, Qualitative Research, Higher Education, Event Planning, Proofreading, Facebook, History, Public Relations, Multimedia, Social Networking, SEO, Cultural Heritage, Museums, Museum Education, Cultural Management, Museum Collections, Nonprofits, Archival Research, Museum, Art History, Archives, Curating, Historical Research, Digitization, Grant Writing, Historic Preservation
Education
The University of Glasgow 2012 — 2013
Masters of Science, Museum Studies
Temple University 2007 — 2011
BA, History, Journalism
Central High School 2002 — 2006
High School, High School/Secondary Diplomas and Certificates
BEAM, ltd. October 2014 - Present
Interface Studio September 2014 - Present
Corporate Financial Services August 2012 - August 2014
Greenfield Home and School Association September 2008 - August 2012
BASF 2000 - 2002
Skills
R&D, Process Engineering, Disability Insurance, CRM, Chemical Engineering, Long Term Care Insurance, Chemistry, Personal Financial..., Life Insurance, Finance, Budgets, Process Optimization, Cross-functional Team...
Education
University of California, Berkeley 1993 — 1998
Doctor of Philosophy (Ph.D.), Chemical Engineering, 3.7
University of Colorado at Boulder 1988 — 1993
Bachelor of Science (B.S.), Chemical Engineering, 3.8
TD Bank, N.A. July 2003 - Present
Commerce Capital Markets July 2001 - July 2003
Janney Montgomery Scott LLC August 1997 - July 2001
Corporate Financial Services July 1993 - August 1995
Goldenberg/Rosenthal CPAs August 1987 - July 1993
Skills
Equity Research, Sell Side, CPA, Commercial Banking, Credit Analysis, Credit, Banking, Commercial Lending, Credit Risk, Retail Banking, Loans, Portfolio Management, Small Business Lending, Wealth Management, Mutual Funds
Education
New York University - Leonard N. Stern School of Business 1995 — 1997
Master's Degree, Finance, General
Penn State University 1985 — 1987
Bachelor's Degree, Accounting
Semi-Retired Management Consultant June 2006 - Present
Corporate Financial Services June 1982 - September 1998
Skills
Change Management, Non-profits, Public Speaking, Fundraising, Strategic Planning, Team Building, Workshop Facilitation, Project Management, Strategic Communications, Economic Development, Community Development, Customer Service, Community Outreach, Nonprofits, Peer support facilitator, Event Planning, Public Relations, Volunteer Management, Income tax specialist, Corporate finance...
Education
Insitute of Chartered Accountants of Alberta 1975 — 1990
University of Saskatchewan 1968 — 1972
Bahchelor of Commerce, Finance
Voya Financial August 2013 - Present
Health Advocate September 2012 - May 2013
Health Advocate January 2012 - September 2012
Penn Windows & Doors August 2004 - January 2012
Fluitron Incorporated September 2002 - August 2004
Color Kinetics April 2000 - June 2000
TNT Insurance Group November 1995 - April 2000
Corporate Financial Services September 1993 - November 1995
SEI September 1992 - October 1993
Skills
Management, Leadership, Sales, Business Development, New Business Development, Insurance, Marketing, Strategic Planning, Finance, Sales Management, Account Management, Customer Service, Sales Operations, Marketing Strategy, Enterprise Software, Start-ups, CRM, Program Management, Sales Process, Budgets, Business Analysis, Project Management, Operations Management, Group Insurance, Stop Loss, Disability Insurance, Group Life, Accident Insurance, FMLA, Cancer Insurance, Leave of Absence..., EAP, Hospital Confinement..., Critical Illness..., Employee Benefits, Health Insurance, Human Resources
Education
Temple University 1992 — 1995
Masters of Science, Finance
La Salle University 1988 — 1992
Bachelor of Science, Dual Major Finance and Spanish
University of Madrid 1990 — 1991
Taught, Liberal Arts; Spanish
Corporate Financial Services September 1999 - Present
Skills
401k, Executive Compensation, Profit Sharing, Pensions, Benefits, Disability Insurance, Employee Benefits, Business Strategy, Insurance, Strategic Planning, Tax, Financial Planning, Investments, Retirement Planning, Strategic Financial..., Executive Pay, Financial Services, Succession Planning, Small Business, Finance
Education
The American College 2010 — 2012
CLU, Certified Life Underwriter
The American College 2008 — 2010
ChFC, Chartered Financial Consultant
University of Richmond 1984 — 1988
La Salle College High School 1980 — 1984
Norwood 1971 — 1980
Crump Life Insurance Services January 2012 - Present
Sexton Art Studios January 2009 - Present
Main Line Art Center February 2012 - January 2015
Premier Planning Group, Inc. June 2010 - November 2011
Corporate Financial Services 2008 - 2010
Roster Financial 2005 - 2008
Northwestern Mutual 2003 - 2005
Skills
Disability Insurance, Insurance, Sales, Fixed Annuities, Sales Management, Life Insurance, New Business Development, Strategic Financial..., Retirement Planning, Retirement, Long-term Care, Wealth Management, Term Life Insurance, Account Management, Estate Planning, Underwriting, Employee Benefits, Mutual Funds, Investments, Finance, Long Term Care Insurance, Financial Services, Financial Advisory, Financial Planners, Series 7, Financial Planning, Wealth
Education
Rider University
BA, Political Science & Business
The American College
CERTIFIED FINANCIAL PLANNER ™
East Lake Elementary School February 2014 - Present
East Lake Elementary School November 2005 - March 2014
East Lake Elementary School October 2013 - February 2014
East Lake Elementary January 2012 - September 2013
The Bridge Orlando February 2011 - May 2012
Winter Park Day Nursery January 2010 - May 2010
YMCA June 2009 - August 2009
Winn Dixie Stores November 2004 - August 2005
The Philadelphia Protestant Home July 2003 - August 2004
Corporate Financial Services September 2000 - June 2002
Skills
Healthcare, Psychology, Organization, Microsoft Office, Childcare, Cashiering, Accounting Clerk, Nursing Assistant, Pricing Assistant, Microsoft Excel, Customer Service, Time Management, Leadership, Administrative..., Data Entry, Event Planning, Process Scheduler, Management, Training, Marketing, Coaching, Microsoft Word, Public Speaking, Community Outreach, Fundraising, Nonprofits, Team Building, Leadership Development, Project Planning
Education
Liberty University 2009 — 2011
BA, Pscyhology (Christian Counseling)
Seminole State College of Florida 2007 — 2009
AA, General Education
Tax Sheltered Compensation, Inc. (TSC) - 401(k) Plan Administration October 1995 - Present
Corporate Financial Services June 1994 - September 1995
Fertile Building Center May 1988 - May 1994
Skills
Compliance, Retirement, Retirement Planning, Benefits Administration, 401k, Customer Service, Qualified Retirement..., Pensions, Retirement Plan..., Defined Benefit, Profit Sharing, Financial Advisory, ERISA, Employee Benefits, Mutual Funds
Education
Minnesota State University, Moorhead 1989 — 2003
Bachelor of Science, International Business
Dominion Lending Centres - A Better Way August 2013 - Present
Canuckssolutions.com January 2011 - Present
Oriental Bank of Commerce August 1979 - September 2004
corporate) financial services January 2001 - January 2004
Oriental Bank of Commerce January 1996 - January 2001
Oriental Bank of Commerce January 1979 - January 1996
Skills
Banking, Risk Management, Finance, Business Strategy, Business Development, Team Management, Business Analysis, Management Consulting, Financial Analysis, Business Planning, Analysis, Investments, Change Management, Project Planning, Team Building, Program Management, Strategic Planning, Project Management, Consulting, Portfolio Management, Training, Vendor Management
Education
Thapar Institute of Engineering and Technology 1970 — 1974
Bachelor, Engineering
Thapar college of engineering patiala 1970 — 1974
Bachelore of engineering, Electrical