Corporate Financial Services

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Corporate Financial Services Employees

Employee
Years
Job
Industry
Anna Berezowska Anna Berezowska Greater Philadelphia Area Details
Anna Berezowska's Corporate Financial Services Experience November 2014 - August 2015
Job Technical Assistant at Conner Strong & Buckelew
Industry Financial Services
Experience
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

Lisa Lobree Lisa Lobree Philadelphia, Pennsylvania Details
Lisa Lobree's Corporate Financial Services Experience August 2012 - August 2014
Job Providing Business Management Services
Industry Financial Services
Experience
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

richard zimmerman richard zimmerman United States Details
richard zimmerman's Corporate Financial Services Experience July 1993 - August 1995
Job Managing Director at TD Bank, N.A.
Industry Banking
Experience
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

Clayton Buck Clayton Buck Calgary, Canada Area Details
Clayton Buck's Corporate Financial Services Experience June 1982 - September 1998
Job Independent Professional Training & Coaching Professional
Industry Professional Training & Coaching
Experience
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

Michael Bennis Michael Bennis Greater Philadelphia Area Details
Michael Bennis's Corporate Financial Services Experience September 1993 - November 1995
Job Sales Representative at Voya Financial™
Industry Insurance
Experience
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

Scott Harrison, ChFC, CLU Scott Harrison, ChFC, CLU Greater Philadelphia Area Details
Scott Harrison, ChFC, CLU's Corporate Financial Services Experience September 1999 - Present
Job President
Industry Financial Services
Experience
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

Sean M. Sexton, CFP Sean M. Sexton, CFP Greater Philadelphia Area Details
Sean M. Sexton, CFP's Corporate Financial Services Experience 2008 - 2010
Job Regional Director at Crump Life Insurance Services
Industry Financial Services
Experience
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 ™

Taneya Reynolds Taneya Reynolds Orlando, Florida Area Details
Taneya Reynolds's Corporate Financial Services Experience September 2000 - June 2002
Job Extended Day Coordinator at East Lake Elementary School
Industry Education Management
Experience
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

Matthew Slyter, QKA Matthew Slyter, QKA Greater Minneapolis-St. Paul Area Details
Matthew Slyter, QKA's Corporate Financial Services Experience June 1994 - September 1995
Job Vice President, Operations at TSC
Industry Financial Services
Experience
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

Thaker Manes Thaker Manes Vancouver, Canada Area Details
Thaker Manes's Corporate Financial Services Experience January 2001 - January 2004
Job Motgage professional at Dominion Lending Centres A Better Way
Industry Financial Services
Experience
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