Coventry First, LLC
Description
Address: 7111 E Valley Green Rd, Fort Washington, PA 19034 Phone: (877) 836-8300: : : Hours: Website: : Place name: : Category: : Website: http://www.coventry.com/ Category: Financial Institution 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 Coventry First LLC Posting publicly on the Web Write a review Reviews Be the first to review
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Coventry First, LLC Employees
Employee
Years
Job
Industry
Kali Hassinger Kali Hassinger's Coventry First, LLC Experience March 2010 - February 2012
Job Client Service Associate at Center for Financial Planning
Industry Financial Services
Experience
Center for Financial Planning, Inc. July 2013 - Present
UBS 2013 - July 2013
Coventry First, LLC March 2010 - February 2012
Coventry First, LLC 2006 - March 2010
Coventry First, LLC October 2006 - March 2007
Skills
Insurance, Securities, Series 7, Series 63
Education
Bucknell University 2002 — 2006
Bachelor of Arts (BA), English, World Religion
Center for Financial Planning, Inc. July 2013 - Present
UBS 2013 - July 2013
Coventry First, LLC March 2010 - February 2012
Coventry First, LLC 2006 - March 2010
Coventry First, LLC October 2006 - March 2007
Skills
Insurance, Securities, Series 7, Series 63
Education
Bucknell University 2002 — 2006
Bachelor of Arts (BA), English, World Religion
Kevin Kline Kevin Kline's Coventry First, LLC Experience April 2004 - February 2011
Job Market Access Partners, LLC
Industry Financial Services
Experience
Market Access Partners, LLC June 2013 - Present
76 Capital Partners September 2011 - Present
Coventry Capital US, LLC February 2011 - September 2011
Coventry First, LLC April 2004 - February 2011
Lenox Advisors May 2003 - April 2004
SEI September 2001 - May 2003
SEI July 1998 - September 2001
Skills
Series 7, Series 66, PA Life & Health, Investments, Alternative Investments, Mutual Funds, Wealth Management, Asset Allocation, Asset Managment, Investment Advisory, Retirement Planning, Strategic Financial..., Financial Advisory
Education
Saint Joseph's University 1994 — 1998
BA, Psychology
La Salle College High School 1990 — 1994
Market Access Partners, LLC June 2013 - Present
76 Capital Partners September 2011 - Present
Coventry Capital US, LLC February 2011 - September 2011
Coventry First, LLC April 2004 - February 2011
Lenox Advisors May 2003 - April 2004
SEI September 2001 - May 2003
SEI July 1998 - September 2001
Skills
Series 7, Series 66, PA Life & Health, Investments, Alternative Investments, Mutual Funds, Wealth Management, Asset Allocation, Asset Managment, Investment Advisory, Retirement Planning, Strategic Financial..., Financial Advisory
Education
Saint Joseph's University 1994 — 1998
BA, Psychology
La Salle College High School 1990 — 1994
Christopher Keeler Christopher Keeler's Coventry First, LLC Experience June 2009 - March 2012
Job Lead Development Manager
Industry Information Technology and Services
Experience
TIAA-CREF November 2014 - Present
TIAA-CREF March 2012 - December 2014
Coventry First, LLC June 2009 - March 2012
Bank of America - Merrill Lynch Wealth Management July 1996 - June 2009
Skills
.NET, Software Engineering, Application Architecture, Software Project..., IT Management, Project Portfolio..., Corporate Finance, Governance, SDLC, IT Audit, Change Management
Education
Rutgers University-New Brunswick 1991 — 1995
BS, Industrial Engineering
TIAA-CREF November 2014 - Present
TIAA-CREF March 2012 - December 2014
Coventry First, LLC June 2009 - March 2012
Bank of America - Merrill Lynch Wealth Management July 1996 - June 2009
Skills
.NET, Software Engineering, Application Architecture, Software Project..., IT Management, Project Portfolio..., Corporate Finance, Governance, SDLC, IT Audit, Change Management
Education
Rutgers University-New Brunswick 1991 — 1995
BS, Industrial Engineering
Jaime L. Williams-Troutman Jaime L. Williams-Troutman's Coventry First, LLC Experience March 2008 - January 2011
Job Distributor Sales Consultant at Tru Beauty Concepts
Industry Apparel & Fashion
Experience
Tru Beauty Concepts July 2012 - Present
Coventry First, LLC March 2008 - January 2011
Coventry First, LLC June 2005 - March 2008
Skills
Cosmetics, Fashion, Management, Styling, Microsoft Office
Education
Jean Madeline Aveda Institute 2011 — 2012
Certification, Cosmetology
Immaculata University 2001 — 2005
BA, Business Administration
Tru Beauty Concepts July 2012 - Present
Coventry First, LLC March 2008 - January 2011
Coventry First, LLC June 2005 - March 2008
Skills
Cosmetics, Fashion, Management, Styling, Microsoft Office
Education
Jean Madeline Aveda Institute 2011 — 2012
Certification, Cosmetology
Immaculata University 2001 — 2005
BA, Business Administration
Jason Plageman Jason Plageman's Coventry First, LLC Experience August 2010 - August 2011
Job Financial Analyst at Vanguard
Industry Financial Services
Experience
Vanguard October 2013 - Present
ManTech August 2011 - October 2013
Coventry First, LLC August 2010 - August 2011
Navigant June 2009 - July 2009
Penn National Gaming May 2008 - August 2008
Skills
Financial Analysis, Data Analysis, Program Management, Management, Process Improvement, Budgets, Program Budgeting, Microsoft Excel, Microsoft Word, Federal Government, Forecasting, Financial Forecasting, PowerPoint, Budget Monitoring, Invoice Verification, Cost Planning, Variance Analysis, Project Management, Proposal Writing, Access, Government Contracting
Education
Saint Joseph's University 2012 — 2014
Professional MBA, Finance
Penn State University 2006 — 2009
Bachelor of Science, Finance, General
Vanguard October 2013 - Present
ManTech August 2011 - October 2013
Coventry First, LLC August 2010 - August 2011
Navigant June 2009 - July 2009
Penn National Gaming May 2008 - August 2008
Skills
Financial Analysis, Data Analysis, Program Management, Management, Process Improvement, Budgets, Program Budgeting, Microsoft Excel, Microsoft Word, Federal Government, Forecasting, Financial Forecasting, PowerPoint, Budget Monitoring, Invoice Verification, Cost Planning, Variance Analysis, Project Management, Proposal Writing, Access, Government Contracting
Education
Saint Joseph's University 2012 — 2014
Professional MBA, Finance
Penn State University 2006 — 2009
Bachelor of Science, Finance, General
Joshua Yi Joshua Yi's Coventry First, LLC Experience July 2011 - February 2012
Job Assurance Associate at McGladrey
Industry Accounting
Experience
McGladrey January 2015 - Present
ARAMARK Refreshment Services 2013 - 2014
Coventry First, LLC July 2011 - February 2012
Timothy Haahs & Associates, Inc. 2006 - 2011
Skills
Microsoft Office, Great Plains Software, QuickBooks, Photoshop, SketchUp, Bank Reconciliation, Journal Entries, General Ledger, Account Reconciliation, Accounts Payable, Month End Close, Financial Accounting, Spreadsheets, Microsoft Excel, Financial Reporting, Accounting, Financial Analysis, Financial Statements, Microsoft Word, Fixed Assets, Pivot Tables, Variance Analysis, PowerPoint, Outlook, Depreciation, Accruals, Year-end Close, Balance Sheet, Accounts Receivable, Cost Accounting, Revenue Recognition, Monthly Close, Invoicing, Bookkeeping, Financial Statement..., Quicken
Education
Temple University - Fox School of Business and Management 2006 — 2011
Bachelor of Business Administration (B.B.A.), Accounting
McGladrey January 2015 - Present
ARAMARK Refreshment Services 2013 - 2014
Coventry First, LLC July 2011 - February 2012
Timothy Haahs & Associates, Inc. 2006 - 2011
Skills
Microsoft Office, Great Plains Software, QuickBooks, Photoshop, SketchUp, Bank Reconciliation, Journal Entries, General Ledger, Account Reconciliation, Accounts Payable, Month End Close, Financial Accounting, Spreadsheets, Microsoft Excel, Financial Reporting, Accounting, Financial Analysis, Financial Statements, Microsoft Word, Fixed Assets, Pivot Tables, Variance Analysis, PowerPoint, Outlook, Depreciation, Accruals, Year-end Close, Balance Sheet, Accounts Receivable, Cost Accounting, Revenue Recognition, Monthly Close, Invoicing, Bookkeeping, Financial Statement..., Quicken
Education
Temple University - Fox School of Business and Management 2006 — 2011
Bachelor of Business Administration (B.B.A.), Accounting
Ryan LeStrange Ryan LeStrange's Coventry First, LLC Experience February 2010 - March 2011
Job Regional Director
Industry Investment Management
Experience
Brinker Capital April 2014 - Present
Brinker Capital March 2012 - April 2014
Coventry First, LLC February 2010 - March 2011
Coventry First, LLC December 2005 - February 2010
Fidelity Investments June 2004 - November 2005
Skills
Investments, Analysis, Finance, Sales, Business Planning, Sales Process, Relationship Management, Mutual Funds, Series 7, Wealth Management, Alternative Investments, Series 63
Education
Saint Joseph's University 2000 — 2004
B.S, Labor and Industrial Relations
Brinker Capital April 2014 - Present
Brinker Capital March 2012 - April 2014
Coventry First, LLC February 2010 - March 2011
Coventry First, LLC December 2005 - February 2010
Fidelity Investments June 2004 - November 2005
Skills
Investments, Analysis, Finance, Sales, Business Planning, Sales Process, Relationship Management, Mutual Funds, Series 7, Wealth Management, Alternative Investments, Series 63
Education
Saint Joseph's University 2000 — 2004
B.S, Labor and Industrial Relations
Holly Gruszka Holly Gruszka's Coventry First, LLC Experience January 2009 - Present
Job Director, Account Services
Industry Financial Services
Experience
Coventry First, LLC January 2009 - Present
Coventry January 2005 - December 2008
Coventry September 2001 - January 2005
Skills
Interior Design, Life Insurance, Insurance, Account Management, Process Improvement, Microsoft Office, Customer Service, Medical Underwriting, Medical Records, Superior Client Service, Manage Client...
Education
Elizabethtown College
Bachelor of Science (BS), Elementary Education
Coventry First, LLC January 2009 - Present
Coventry January 2005 - December 2008
Coventry September 2001 - January 2005
Skills
Interior Design, Life Insurance, Insurance, Account Management, Process Improvement, Microsoft Office, Customer Service, Medical Underwriting, Medical Records, Superior Client Service, Manage Client...
Education
Elizabethtown College
Bachelor of Science (BS), Elementary Education
Daniel Kyle Daniel Kyle's Coventry First, LLC Experience January 2001 - February 2012
Job Sales Representative/ Business Developer at Chariot Solutions
Industry Information Technology and Services
Experience
Chariot Solutions June 2015 - Present
Haydle February 2015 - Present
Bishop McDevitt High School Alumni Association January 2015 - Present
IBM May 2013 - February 2015
Aaron Solutions 2015 - 2015
Vitalyst April 2012 - May 2013
Coventry First, LLC January 2001 - February 2012
Prudential Insurance August 1997 - January 2001
ATD American Co. June 1996 - August 1997
Skills
Licensed Life Insurance..., Regional Development, Cold Calling, Sales Presentations, Information Technology, Life Settlements, Salesforce.com, Microsoft Office, Outlook, Facebook, Situational Sales..., Windows 7, Relationship Management, Lead Generation, Continuing Education, Sales, B2B, Help Desk Support, C Level Selling, Sales Rep Training, Sales Process, Life Insurance, Management, Customer Retention, Direct Sales, Mobile Device Management, Mobile Security, Enterprise Mobility, Strategic Partnerships, Sales Operations, Negotiation, Solution Selling, Customer Service, Sales Management, Business Development, SaaS, Professional Services, New Business Development, CRM, Selling
Education
West Chester University of Pennsylvania 1992 — 1995
B.S., Marketing
East Stroudsburg University of Pennsylvania 1991 — 1992
Bishop McDevitt
Bishop McDevitt
Bishop McDevitt
Chariot Solutions June 2015 - Present
Haydle February 2015 - Present
Bishop McDevitt High School Alumni Association January 2015 - Present
IBM May 2013 - February 2015
Aaron Solutions 2015 - 2015
Vitalyst April 2012 - May 2013
Coventry First, LLC January 2001 - February 2012
Prudential Insurance August 1997 - January 2001
ATD American Co. June 1996 - August 1997
Skills
Licensed Life Insurance..., Regional Development, Cold Calling, Sales Presentations, Information Technology, Life Settlements, Salesforce.com, Microsoft Office, Outlook, Facebook, Situational Sales..., Windows 7, Relationship Management, Lead Generation, Continuing Education, Sales, B2B, Help Desk Support, C Level Selling, Sales Rep Training, Sales Process, Life Insurance, Management, Customer Retention, Direct Sales, Mobile Device Management, Mobile Security, Enterprise Mobility, Strategic Partnerships, Sales Operations, Negotiation, Solution Selling, Customer Service, Sales Management, Business Development, SaaS, Professional Services, New Business Development, CRM, Selling
Education
West Chester University of Pennsylvania 1992 — 1995
B.S., Marketing
East Stroudsburg University of Pennsylvania 1991 — 1992
Bishop McDevitt
Bishop McDevitt
Bishop McDevitt
Tim Hagan Tim Hagan's Coventry First, LLC Experience March 2009 - April 2012
Job Sales Administrator at Vanguard
Industry Investment Management
Experience
Vanguard October 2013 - Present
Vanguard April 2012 - October 2013
Coventry First, LLC March 2009 - April 2012
Coventry First, LLC August 2008 - March 2009
Market Insight Corporation September 2007 - December 2007
Skills
Series 63, Insurance, Mutual Funds, Investments, Retirement Planning, Life Insurance, Strategic Financial..., Financial Analysis, Asset Allocation, 401k, Alternative Investments, Wealth Management, Finance, Financial Services, Investment Advisory, Microsoft Office, Securities, Series 6
Education
Saint Joseph's University 2013 — 2016
Master of Business Administration (MBA)
Penn State University 2004 — 2008
B.A., Communication Arts and Sciences
Vanguard October 2013 - Present
Vanguard April 2012 - October 2013
Coventry First, LLC March 2009 - April 2012
Coventry First, LLC August 2008 - March 2009
Market Insight Corporation September 2007 - December 2007
Skills
Series 63, Insurance, Mutual Funds, Investments, Retirement Planning, Life Insurance, Strategic Financial..., Financial Analysis, Asset Allocation, 401k, Alternative Investments, Wealth Management, Finance, Financial Services, Investment Advisory, Microsoft Office, Securities, Series 6
Education
Saint Joseph's University 2013 — 2016
Master of Business Administration (MBA)
Penn State University 2004 — 2008
B.A., Communication Arts and Sciences
Nicole Watkins's Coventry First, LLC Experience February 2010 - July 2012
Job Sr. Coordinator, Corporate Services
Industry Financial Services
Experience
Coventry September 2013 - Present
Nerium International April 2014 - August 2014
eBay Enterprise June 2012 - September 2013
Coventry First, LLC February 2010 - July 2012
Coventry First, LLC October 2005 - February 2010
QuickStart Financial January 2004 - August 2005
Skills
Excel, Word, Microsoft Office, PowerPoint, Customer Relations, Customer Service, Event Planning, Administration, Outlook, Fundraising, Teamwork, Expenses, Travel Management, Data Entry, Training, SharePoint, Spreadsheets, Microsoft Excel, Accounts Payable, Microsoft Word, Management, Sales, Leadership, Marketing
Education
Temple University, Fort Washington 2010 — 2011
Certificate, Wedding and Event Planning
Montgomery County Community College 2000 — 2002
Associate Degree, Applied Sciences
Coventry September 2013 - Present
Nerium International April 2014 - August 2014
eBay Enterprise June 2012 - September 2013
Coventry First, LLC February 2010 - July 2012
Coventry First, LLC October 2005 - February 2010
QuickStart Financial January 2004 - August 2005
Skills
Excel, Word, Microsoft Office, PowerPoint, Customer Relations, Customer Service, Event Planning, Administration, Outlook, Fundraising, Teamwork, Expenses, Travel Management, Data Entry, Training, SharePoint, Spreadsheets, Microsoft Excel, Accounts Payable, Microsoft Word, Management, Sales, Leadership, Marketing
Education
Temple University, Fort Washington 2010 — 2011
Certificate, Wedding and Event Planning
Montgomery County Community College 2000 — 2002
Associate Degree, Applied Sciences
Jeffrey Shuhler's Coventry First, LLC Experience October 2011 - February 2012
Job Systems Integration Senior Analyst
Industry Management Consulting
Experience
Accenture July 2012 - Present
Coventry First, LLC October 2011 - February 2012
Rhodia July 2010 - August 2010
Skills
Data Analysis, Business Analysis, SAP, Deployment Strategies, SAP Testing, User Acceptance Testing, Test Cases, Agile Methodolgy, System Integration..., Requirements Gathering, Financial Analysis, Software Deployment
Education
Penn State University 2007 — 2011
Bachelor of Science (B.S.), Finance
Accenture July 2012 - Present
Coventry First, LLC October 2011 - February 2012
Rhodia July 2010 - August 2010
Skills
Data Analysis, Business Analysis, SAP, Deployment Strategies, SAP Testing, User Acceptance Testing, Test Cases, Agile Methodolgy, System Integration..., Requirements Gathering, Financial Analysis, Software Deployment
Education
Penn State University 2007 — 2011
Bachelor of Science (B.S.), Finance
Jenn Calvano Jenn Calvano's Coventry First, LLC Experience April 2010 - February 2012
Job Client Services Specialist at Team Tutor
Industry Accounting
Experience
Team Tutor September 2014 - Present
Prism Engineering December 2012 - August 2014
Coventry First, LLC April 2010 - February 2012
Coventry First, LLC September 2006 - April 2010
Panther Natural Gas April 2005 - April 2006
Skills
Accounts Payable, Microsoft Office, QuickBooks, Financial Analysis, Great Plains Software, Oracle Applications, Microsoft Excel, Account Reconciliation, Salesforce.com, General Ledger, Accounts Receivable, Variance Analysis, Invoicing, Life Insurance, Account Management, Insurance, Sales, Management, Microsoft Word, Investments, PowerPoint, Outlook, Accounting, Social Media
Education
Penn State University 1994 — 1999
BS, HR&IM
Fox Lane 1990 — 1994
Team Tutor September 2014 - Present
Prism Engineering December 2012 - August 2014
Coventry First, LLC April 2010 - February 2012
Coventry First, LLC September 2006 - April 2010
Panther Natural Gas April 2005 - April 2006
Skills
Accounts Payable, Microsoft Office, QuickBooks, Financial Analysis, Great Plains Software, Oracle Applications, Microsoft Excel, Account Reconciliation, Salesforce.com, General Ledger, Accounts Receivable, Variance Analysis, Invoicing, Life Insurance, Account Management, Insurance, Sales, Management, Microsoft Word, Investments, PowerPoint, Outlook, Accounting, Social Media
Education
Penn State University 1994 — 1999
BS, HR&IM
Fox Lane 1990 — 1994
Chris Aguirre Chris Aguirre's Coventry First, LLC Experience February 2003 - January 2008
Job PRIME Regional Specialist
Industry Financial Services
Experience
Pacific Life Insurance Company September 2013 - Present
Lincoln Investment Planning September 2011 - September 2013
Legacy Planning Partners November 2009 - September 2011
Insurance Opportunities 2008 - 2009
Coventry First, LLC February 2003 - January 2008
Lincoln Financial Group 2000 - 2003
Education
Hamilton College
Economics
Saint Joseph's University
B.S., Finance
Pacific Life Insurance Company September 2013 - Present
Lincoln Investment Planning September 2011 - September 2013
Legacy Planning Partners November 2009 - September 2011
Insurance Opportunities 2008 - 2009
Coventry First, LLC February 2003 - January 2008
Lincoln Financial Group 2000 - 2003
Education
Hamilton College
Economics
Saint Joseph's University
B.S., Finance
Daniel Henry's Coventry First, LLC Experience November 2006 - October 2013
Job Major Accounts District Manager, Employee Benefits Consultant at ADP
Industry Outsourcing/Offshoring
Experience
ADP October 2013 - Present
Coventry First, LLC November 2006 - October 2013
Education
Saint Joseph's University 2001 — 2006
Bachelor of Science, Computer Science; Management
Ridley
ADP October 2013 - Present
Coventry First, LLC November 2006 - October 2013
Education
Saint Joseph's University 2001 — 2006
Bachelor of Science, Computer Science; Management
Ridley
Casey Watkins's Coventry First, LLC Experience December 2005 - February 2012
Job AVP Asset Management Group Sales Strategist at PNC
Industry Banking
Experience
PNC September 2014 - Present
PNC May 2012 - September 2014
Coventry First, LLC December 2005 - February 2012
Coventry First, LLC January 2004 - December 2005
Salomon Smith Barney June 2002 - January 2004
Skills
Sales Management, Management, Executive Reporting, Quantitative Analysis, Financial Modeling, Investments, Client Services, Operational Due..., Pricing Strategy, Pricing Negotiation, Insurance, Financial Analysis, Risk Management, Finance, Asset Management
Education
DeSales University 2010 — 2013
Masters in Business Adminstration, Finance/Management
Shippensburg University of Pennsylvania 1998 — 2002
Bachelor of Science in Business Administration, Finance
PNC September 2014 - Present
PNC May 2012 - September 2014
Coventry First, LLC December 2005 - February 2012
Coventry First, LLC January 2004 - December 2005
Salomon Smith Barney June 2002 - January 2004
Skills
Sales Management, Management, Executive Reporting, Quantitative Analysis, Financial Modeling, Investments, Client Services, Operational Due..., Pricing Strategy, Pricing Negotiation, Insurance, Financial Analysis, Risk Management, Finance, Asset Management
Education
DeSales University 2010 — 2013
Masters in Business Adminstration, Finance/Management
Shippensburg University of Pennsylvania 1998 — 2002
Bachelor of Science in Business Administration, Finance
Christine Akiyoshi, PHR-CA, SHRM-CP Christine Akiyoshi, PHR-CA, SHRM-CP's Coventry First, LLC Experience April 1998 - August 1999
Job Human Capital Manager at Oliver Wyman
Industry Management Consulting
Experience
Oliver Wyman October 2013 - Present
Sunstone Yoga September 2011 - Present
Keste September 2011 - October 2013
One Technologies April 2009 - September 2011
One Technologies April 2008 - April 2009
Accretive Solutions March 2004 - April 2007
DB Incorporated August 1999 - October 2003
Coventry First, LLC April 1998 - August 1999
Foster Management PA January 1996 - April 1998
Skills
Great Plains Software, Quickbooks, Excel, Word, PowerPoint, Access, FoxPro, SQL, Accounts Payable, Accounting, Accounts Receivable, Great Plains, Bookkeeping, Payroll, Benefits Administration, Employee Benefits, Benefits, Financial Reporting, Invoicing, Employee Relations, Process Improvement, Budgeting, Payroll Processing, Problem Solving, Data Analysis, Forecasting, Performance Management, Team Building, Analysis, General Ledger, Financial Analysis, Onboarding, Compensation, Microsoft Word, Microsoft Excel, Budgets, Management, Outlook, Human Resources, Strategic Planning, Personnel Management, Coaching, Time Management, Leadership, Yoga, Sales, Organizational..., Wellness Coaching
Education
Rouxbe Cooking School 2015 — 2015
Plant-Based Professional Certification
Institute for Integrative Nutrition 2013 — 2014
Certified Health Coach, Human Nutrition
Cornell University 2013 — 2013
Certificate in Plant Based Nutrition, Nutrition Sciences
Sunstone Yoga Academy 2011 — 2011
500 Hour Teacher Certification, Yoga
Penn State University 1985 — 1990
Oliver Wyman October 2013 - Present
Sunstone Yoga September 2011 - Present
Keste September 2011 - October 2013
One Technologies April 2009 - September 2011
One Technologies April 2008 - April 2009
Accretive Solutions March 2004 - April 2007
DB Incorporated August 1999 - October 2003
Coventry First, LLC April 1998 - August 1999
Foster Management PA January 1996 - April 1998
Skills
Great Plains Software, Quickbooks, Excel, Word, PowerPoint, Access, FoxPro, SQL, Accounts Payable, Accounting, Accounts Receivable, Great Plains, Bookkeeping, Payroll, Benefits Administration, Employee Benefits, Benefits, Financial Reporting, Invoicing, Employee Relations, Process Improvement, Budgeting, Payroll Processing, Problem Solving, Data Analysis, Forecasting, Performance Management, Team Building, Analysis, General Ledger, Financial Analysis, Onboarding, Compensation, Microsoft Word, Microsoft Excel, Budgets, Management, Outlook, Human Resources, Strategic Planning, Personnel Management, Coaching, Time Management, Leadership, Yoga, Sales, Organizational..., Wellness Coaching
Education
Rouxbe Cooking School 2015 — 2015
Plant-Based Professional Certification
Institute for Integrative Nutrition 2013 — 2014
Certified Health Coach, Human Nutrition
Cornell University 2013 — 2013
Certificate in Plant Based Nutrition, Nutrition Sciences
Sunstone Yoga Academy 2011 — 2011
500 Hour Teacher Certification, Yoga
Penn State University 1985 — 1990
Dave Bry's Coventry First, LLC Experience February 2010 - December 2010
Job IT Solution Creator
Industry Information Technology and Services
Experience
Dechert LLP January 2011 - Present
Coventry First, LLC February 2010 - December 2010
Capmark January 2007 - January 2010
Skills
SQL, Microsoft SQL Server, Software Development, ASP.NET, JavaScript, jQuery, HTML, HTML5, CSS, VB.NET, SSIS, SSRS, Active Directory, Windows Server, Windows 7, Windows, Mac, Mac OS, iOS Development, iPhone Application..., Android, Android Development, Android SDK, Visual Studio, Git, NAS, Ethical Hacking, Computer Hardware, Macintosh Applications, Macintosh Hardware
Education
Temple University 2002 — 2006
Bachelor's Degree, Information Science & Technology, 3.7
High Technology High School 1998 — 2002
Dechert LLP January 2011 - Present
Coventry First, LLC February 2010 - December 2010
Capmark January 2007 - January 2010
Skills
SQL, Microsoft SQL Server, Software Development, ASP.NET, JavaScript, jQuery, HTML, HTML5, CSS, VB.NET, SSIS, SSRS, Active Directory, Windows Server, Windows 7, Windows, Mac, Mac OS, iOS Development, iPhone Application..., Android, Android Development, Android SDK, Visual Studio, Git, NAS, Ethical Hacking, Computer Hardware, Macintosh Applications, Macintosh Hardware
Education
Temple University 2002 — 2006
Bachelor's Degree, Information Science & Technology, 3.7
High Technology High School 1998 — 2002
Drew Grifo Drew Grifo's Coventry First, LLC Experience February 2004 - March 2013
Job Principal at Commonwealth Capital Brokerage, LLC
Industry Insurance
Experience
Commonwealth Capital Brokerage, LLC March 2013 - Present
Coventry First, LLC February 2004 - March 2013
SunTrust Bank June 2002 - February 2004
Education
University of Richmond 1998 — 2002
BSBA, Finance
Episcopal Academy
Commonwealth Capital Brokerage, LLC March 2013 - Present
Coventry First, LLC February 2004 - March 2013
SunTrust Bank June 2002 - February 2004
Education
University of Richmond 1998 — 2002
BSBA, Finance
Episcopal Academy
William Hairston William Hairston's Coventry First, LLC Experience August 2006 - February 2012
Job Client Account Analyst at Cornerstone Advisors
Industry Financial Services
Experience
Uncommon Vigilance - Cornerstone Advisors August 2012 - Present
Coventry First, LLC August 2006 - February 2012
Kulp Car Rental June 2003 - November 2011
Skills
Management, Microsoft Excel, Contract Management, Insurance, Investments, Advertising, Microsoft Office, PowerPoint, Customer Service, Sales, Financial Analysis, Microsoft Word, Financial Modeling, Social Media, Research, Corporate Law, Leadership, Marketing
Education
Bucknell University 2002 — 2006
The Hill School 1997 — 2002
Uncommon Vigilance - Cornerstone Advisors August 2012 - Present
Coventry First, LLC August 2006 - February 2012
Kulp Car Rental June 2003 - November 2011
Skills
Management, Microsoft Excel, Contract Management, Insurance, Investments, Advertising, Microsoft Office, PowerPoint, Customer Service, Sales, Financial Analysis, Microsoft Word, Financial Modeling, Social Media, Research, Corporate Law, Leadership, Marketing
Education
Bucknell University 2002 — 2006
The Hill School 1997 — 2002
Laura Lavenberg Laura Lavenberg's Coventry First, LLC Experience August 2011 - February 2015
Job Analyst at Voya Financial
Industry Insurance
Experience
Voya Financial February 2015 - Present
Coventry First, LLC August 2011 - February 2015
UnitedHealthcare June 2010 - August 2010
Education
Penn State University 2007 — 2011
B.S., Actuarial Science
Voya Financial February 2015 - Present
Coventry First, LLC August 2011 - February 2015
UnitedHealthcare June 2010 - August 2010
Education
Penn State University 2007 — 2011
B.S., Actuarial Science
Merry Farmer Merry Farmer's Coventry First, LLC Experience September 2008 - January 2015
Job Author
Industry Writing and Editing
Experience
Self-employed September 2011 - Present
Coventry First, LLC September 2008 - January 2015
Court Square Leasing 2006 - 2008
Skills
Creative Writing, Microsoft Word, Social Media, Editing, Directing, Administrative Work, Non-fiction, Time Management, Data Entry, Research, Storytelling, PowerPoint, Fiction, Higher Education, History, Microsoft Office, Event Planning
Education
Villanova University 2000 — 2002
Master's degree, Theatre/Theater
Bryn Athyn College of the New Church 1997 — 1999
Bachelor's degree, History/Education
University of Central Florida 1994 — 1996
Bachelor's degree, History
Self-employed September 2011 - Present
Coventry First, LLC September 2008 - January 2015
Court Square Leasing 2006 - 2008
Skills
Creative Writing, Microsoft Word, Social Media, Editing, Directing, Administrative Work, Non-fiction, Time Management, Data Entry, Research, Storytelling, PowerPoint, Fiction, Higher Education, History, Microsoft Office, Event Planning
Education
Villanova University 2000 — 2002
Master's degree, Theatre/Theater
Bryn Athyn College of the New Church 1997 — 1999
Bachelor's degree, History/Education
University of Central Florida 1994 — 1996
Bachelor's degree, History
Erika Grenko Erika Grenko's Coventry First, LLC Experience May 2004 - April 2012
Job Manager of Financial Planning & Analysis at Independence Blue Cross
Industry Insurance
Experience
Independence Blue Cross September 2014 - Present
Independence Blue Cross April 2012 - Present
Coventry First, LLC May 2004 - April 2012
Skills
Series 7, Series 63, Visual Basic
Education
Penn State University 1999 — 2004
BS, Mathematics
Archbishop Ryan 1995 — 1999
Independence Blue Cross September 2014 - Present
Independence Blue Cross April 2012 - Present
Coventry First, LLC May 2004 - April 2012
Skills
Series 7, Series 63, Visual Basic
Education
Penn State University 1999 — 2004
BS, Mathematics
Archbishop Ryan 1995 — 1999
Sarah LeStrange (Fox) Sarah LeStrange (Fox)'s Coventry First, LLC Experience June 2005 - October 2010
Job Senior Production Specialist(Underwriter) at AIG
Industry Insurance
Matthew Castaldo, CFA's Coventry First, LLC Experience February 2007 - April 2011
Job Investment Associate at Franklin Park
Industry Investment Management
Experience
Franklin Park July 2015 - Present
Philadelphia Financial Group, Inc August 2014 - July 2015
Keybridge Financial January 2012 - July 2014
Coventry Capital April 2011 - April 2013
Coventry First, LLC February 2007 - April 2011
Coventry First, LLC January 2005 - February 2007
Skills
Investments, Financial Modeling, Investment Management, Capital Markets, Alternative Investments, Family Office, Financial Services, Private Equity, Hedge Funds, Multi-family Investment..., Long/Short Equity, Equity Trading, Venture Capital, Due Diligence, Manager Selection, DCF Valuation, Financial Structuring, Portfolio Management, Finance, Mutual Funds, Equities
Education
University of Maryland College Park 2001 — 2004
BS, Finance and International Business
Franklin Park July 2015 - Present
Philadelphia Financial Group, Inc August 2014 - July 2015
Keybridge Financial January 2012 - July 2014
Coventry Capital April 2011 - April 2013
Coventry First, LLC February 2007 - April 2011
Coventry First, LLC January 2005 - February 2007
Skills
Investments, Financial Modeling, Investment Management, Capital Markets, Alternative Investments, Family Office, Financial Services, Private Equity, Hedge Funds, Multi-family Investment..., Long/Short Equity, Equity Trading, Venture Capital, Due Diligence, Manager Selection, DCF Valuation, Financial Structuring, Portfolio Management, Finance, Mutual Funds, Equities
Education
University of Maryland College Park 2001 — 2004
BS, Finance and International Business
Chelsea Tompkins Chelsea Tompkins's Coventry First, LLC Experience November 2013 - June 2014
Job Visual Merchandiser at Calvin Klein
Industry Apparel & Fashion
Experience
Calvin Klein February 2015 - Present
PVH Corp. June 2014 - January 2015
Coventry First LLC November 2013 - June 2014
PVH June 2011 - October 2013
The College of New Jersey April 2012 - May 2013
Kaplan Test Prep and Admissions January 2010 - September 2012
Skills
Management, Marketing, Retail, Editing, Event Management, Sales, Customer Service, Leadership, Strategic Planning, Social Media, Integrated Marketing, Program Management, Business Planning, Budgets
Education
The College of New Jersey 2009 — 2013
Bachelors of Science in Business Administration, Marketing, 3.96
NHHS
Calvin Klein February 2015 - Present
PVH Corp. June 2014 - January 2015
Coventry First LLC November 2013 - June 2014
PVH June 2011 - October 2013
The College of New Jersey April 2012 - May 2013
Kaplan Test Prep and Admissions January 2010 - September 2012
Skills
Management, Marketing, Retail, Editing, Event Management, Sales, Customer Service, Leadership, Strategic Planning, Social Media, Integrated Marketing, Program Management, Business Planning, Budgets
Education
The College of New Jersey 2009 — 2013
Bachelors of Science in Business Administration, Marketing, 3.96
NHHS
Chuck Walter Chuck Walter's Coventry First, LLC Experience 2007 - 2008
Job Associate at Bank of America Merrill Lynch
Industry Investment Banking
Experience
Bank of America Merrill Lynch 2014 - Present
UNC Kenan-Flagler Business School 2012 - 2014
Bank of America Merrill Lynch 2013 - 2013
Deloitte Consulting 2010 - 2012
Deloitte Consulting 2008 - 2010
Wells Fargo Financial 2008 - 2008
Coventry First, LLC 2007 - 2008
Skills
Financial Modeling, Valuation, Financial Analysis, Corporate Finance, Real Estate Financing, Strategic Consulting, Management Consulting, Business Valuation, Venture Capital, Bloomberg, DCF, Investment Banking, Business Strategy, Divestitures, M&A execution, Inventory Valuation, Pricing Strategy, International M&A, Activity Based Costing, Business Model..., Mergers
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2012 — 2014
Master of Business Administration (MBA), Finance, Real Estate
James Madison University 2004 — 2008
Bachelors in Business Administration, Finance
Bank of America Merrill Lynch 2014 - Present
UNC Kenan-Flagler Business School 2012 - 2014
Bank of America Merrill Lynch 2013 - 2013
Deloitte Consulting 2010 - 2012
Deloitte Consulting 2008 - 2010
Wells Fargo Financial 2008 - 2008
Coventry First, LLC 2007 - 2008
Skills
Financial Modeling, Valuation, Financial Analysis, Corporate Finance, Real Estate Financing, Strategic Consulting, Management Consulting, Business Valuation, Venture Capital, Bloomberg, DCF, Investment Banking, Business Strategy, Divestitures, M&A execution, Inventory Valuation, Pricing Strategy, International M&A, Activity Based Costing, Business Model..., Mergers
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2012 — 2014
Master of Business Administration (MBA), Finance, Real Estate
James Madison University 2004 — 2008
Bachelors in Business Administration, Finance
Conor Durkin's Coventry First, LLC Experience November 2013 - May 2014
Job Merrill Edge
Industry Financial Services
Experience
Merrill Edge May 2014 - Present
Coventry First, LLC November 2013 - May 2014
Coventry First, LLC August 2009 - October 2013
Golfdom November 2007 - July 2009
Philadelphia Country Club March 2003 - November 2006
Skills
Time Management, Organizational..., Customer Relations, Insurance, Golf, Microsoft Office, Customer Service, Problem Solving, Sales Management, Retail, Merchandising, Outstanding..., Competitive, Sales, Teamwork, Team Management, Athletics, Life Settlements, Series 7, Life Insurance, Microsoft Word, Series 63, Marketing, Financial Services, Organization, General Securities..., Securities, Pipeline Management, New Business Development, Contract Negotiation, Term Life Insurance, Insurance Linked..., Alternative Investments
Education
Penn State University 1999 — 2003
Recreation and Parks Management, Professional Golf Management (Business)
Merrill Edge May 2014 - Present
Coventry First, LLC November 2013 - May 2014
Coventry First, LLC August 2009 - October 2013
Golfdom November 2007 - July 2009
Philadelphia Country Club March 2003 - November 2006
Skills
Time Management, Organizational..., Customer Relations, Insurance, Golf, Microsoft Office, Customer Service, Problem Solving, Sales Management, Retail, Merchandising, Outstanding..., Competitive, Sales, Teamwork, Team Management, Athletics, Life Settlements, Series 7, Life Insurance, Microsoft Word, Series 63, Marketing, Financial Services, Organization, General Securities..., Securities, Pipeline Management, New Business Development, Contract Negotiation, Term Life Insurance, Insurance Linked..., Alternative Investments
Education
Penn State University 1999 — 2003
Recreation and Parks Management, Professional Golf Management (Business)
Dennis R. Doyle Dennis R. Doyle's Coventry First, LLC Experience January 2009 - Present
Job Captain BD700,CL604, GIV, G1159, HS125
Industry Airlines/Aviation
Experience
Coventry First LLC January 2009 - Present
Unisys Corporation June 2003 - November 2008
Skills
Management, Social Media, Aviation, Event Planning, Piloting, Airlines, Airports, Charter, Customer Satisfaction, Customer Service, Flight Safety, Flights, Maintenance, Training, Transportation
Education
Union County College 1981 — 1983
Business Major
Coventry First LLC January 2009 - Present
Unisys Corporation June 2003 - November 2008
Skills
Management, Social Media, Aviation, Event Planning, Piloting, Airlines, Airports, Charter, Customer Satisfaction, Customer Service, Flight Safety, Flights, Maintenance, Training, Transportation
Education
Union County College 1981 — 1983
Business Major
Elizabeth Boney, CPA Elizabeth Boney, CPA's Coventry First, LLC Experience February 2004 - February 2012
Job Accounting Manager at Lilly Pulitzer
Industry Apparel & Fashion
Experience
Lilly Pulitzer April 2015 - Present
Lilly Pulitzer April 2012 - March 2015
Coventry First, LLC February 2004 - February 2012
Skills
Financial Analysis, Accounting, Microsoft Excel, Investments, Financial Modeling, GAAP, Strategic Financial..., Financial Reporting, General Ledger, Auditing, Sales, Account Reconciliation, Forecasting, Microsoft Office, Management, Internal Controls
Education
Saint Joseph's University 2007 — 2012
MBA, International Business
Saint Joseph's University 2000 — 2004
BS, Accounting
National University of Ireland, Galway
Lilly Pulitzer April 2015 - Present
Lilly Pulitzer April 2012 - March 2015
Coventry First, LLC February 2004 - February 2012
Skills
Financial Analysis, Accounting, Microsoft Excel, Investments, Financial Modeling, GAAP, Strategic Financial..., Financial Reporting, General Ledger, Auditing, Sales, Account Reconciliation, Forecasting, Microsoft Office, Management, Internal Controls
Education
Saint Joseph's University 2007 — 2012
MBA, International Business
Saint Joseph's University 2000 — 2004
BS, Accounting
National University of Ireland, Galway
Andrew Maston's Coventry First, LLC Experience June 2008 - October 2008
Job Sr. Manager, Business Strategy & Analytics, Global Injectables Growth Driver
Industry Pharmaceuticals
Experience
Mylan January 2015 - Present
Mylan April 2013 - January 2015
Mylan May 2012 - August 2012
Xerox February 2009 - August 2010
Coventry First, LLC June 2008 - October 2008
Skills
Data Analysis, Strategy, Financial Analysis, Sales, Strategic Planning, Project Management, Marketing, Leadership, Generic Drugs
Education
Carnegie Mellon University - Tepper School of Business 2010 — 2012
Master of Business Administration (M.B.A.)
Grove City College 2004 — 2008
Bachelor’s Degree
Mylan January 2015 - Present
Mylan April 2013 - January 2015
Mylan May 2012 - August 2012
Xerox February 2009 - August 2010
Coventry First, LLC June 2008 - October 2008
Skills
Data Analysis, Strategy, Financial Analysis, Sales, Strategic Planning, Project Management, Marketing, Leadership, Generic Drugs
Education
Carnegie Mellon University - Tepper School of Business 2010 — 2012
Master of Business Administration (M.B.A.)
Grove City College 2004 — 2008
Bachelor’s Degree
Kathleen Hanlon's Coventry First, LLC Experience August 2006 - June 2007
Job Sr. Associate Paid Search
Industry Internet
Experience
eBay Enterprise June 2014 - Present
eBay Enterprise April 2013 - June 2014
True Action, an eBay Inc. Company October 2011 - April 2013
True Action, an eBay Inc. Company 2007 - October 2011
Coventry First, LLC August 2006 - June 2007
Siemens January 2006 - August 2006
The Goddard School September 2004 - December 2005
Skills
Email Marketing, Online Marketing, Affiliate Marketing, Marketing, E-commerce, Interactive Marketing, Dreamweaver, Management, Campaign Management, Account Management, Direct Marketing, PPC Bid Management, Paid Search Campaigns, Digital Marketing, SEM
Education
Immaculata University 2001 — 2005
Bachelors, Business Administration
Haverford Senior High School 1997 — 2001
GED, All
eBay Enterprise June 2014 - Present
eBay Enterprise April 2013 - June 2014
True Action, an eBay Inc. Company October 2011 - April 2013
True Action, an eBay Inc. Company 2007 - October 2011
Coventry First, LLC August 2006 - June 2007
Siemens January 2006 - August 2006
The Goddard School September 2004 - December 2005
Skills
Email Marketing, Online Marketing, Affiliate Marketing, Marketing, E-commerce, Interactive Marketing, Dreamweaver, Management, Campaign Management, Account Management, Direct Marketing, PPC Bid Management, Paid Search Campaigns, Digital Marketing, SEM
Education
Immaculata University 2001 — 2005
Bachelors, Business Administration
Haverford Senior High School 1997 — 2001
GED, All
Jared Utz Jared Utz's Coventry First, LLC Experience August 2005 - May 2011
Job VP, Commercial Loan Officer at Covenant Bank
Industry Banking
Experience
Covenant Bank PA May 2011 - Present
Coventry First, LLC August 2005 - May 2011
Sovereign Bank March 2004 - August 2005
Wachovia Bank March 2001 - March 2004
Skills
Finance, Banking, Commercial Lending, Portfolio Management, Loans, Financial Analysis, Investments, Risk Management, Underwriting, Credit
Education
Temple University 1999 — 2003
MBA, Finance
James Madison University 1994 — 1998
Bachelor's Degree, Speech Communication, Public Relations
Chestnut Hill Academy 1980 — 1994
High School
Covenant Bank PA May 2011 - Present
Coventry First, LLC August 2005 - May 2011
Sovereign Bank March 2004 - August 2005
Wachovia Bank March 2001 - March 2004
Skills
Finance, Banking, Commercial Lending, Portfolio Management, Loans, Financial Analysis, Investments, Risk Management, Underwriting, Credit
Education
Temple University 1999 — 2003
MBA, Finance
James Madison University 1994 — 1998
Bachelor's Degree, Speech Communication, Public Relations
Chestnut Hill Academy 1980 — 1994
High School
Jordan Mueller Jordan Mueller's Coventry First, LLC Experience May 2009 - March 2010
Job Application Support Supervisor at BCU
Industry Banking
Experience
BCU February 2015 - Present
BCU March 2013 - February 2015
Akcelerant Software May 2012 - February 2013
Coventry Capital 2010 - April 2012
Coventry First, LLC May 2009 - March 2010
Coventry First, LLC July 2006 - May 2009
Skills
Investments, Financial Analysis, Insurance, Financial Modeling, Product Marketing, Client Services, Structuring, Project Management, Software Project..., Financial Structuring, Financial Services, CRM, Risk Management, Business Analysis, Management, SDLC, Microsoft Office, Finance, Process Improvement, Portfolio Management
Education
Saint Joseph's University 2002 — 2006
BA, Political Science, International Relations
BCU February 2015 - Present
BCU March 2013 - February 2015
Akcelerant Software May 2012 - February 2013
Coventry Capital 2010 - April 2012
Coventry First, LLC May 2009 - March 2010
Coventry First, LLC July 2006 - May 2009
Skills
Investments, Financial Analysis, Insurance, Financial Modeling, Product Marketing, Client Services, Structuring, Project Management, Software Project..., Financial Structuring, Financial Services, CRM, Risk Management, Business Analysis, Management, SDLC, Microsoft Office, Finance, Process Improvement, Portfolio Management
Education
Saint Joseph's University 2002 — 2006
BA, Political Science, International Relations
Daniel Strack Daniel Strack's Coventry First, LLC Experience January 2011 - February 2012
Job Financial Analyst at ACE Group
Industry Insurance
Experience
ACE Group July 2015 - Present
ACE Group April 2012 - July 2015
Coventry First, LLC January 2011 - February 2012
Citizens Bank June 2010 - December 2010
Education
Gwynedd-Mercy College 2006 — 2010
BS, Business Administration
ACE Group July 2015 - Present
ACE Group April 2012 - July 2015
Coventry First, LLC January 2011 - February 2012
Citizens Bank June 2010 - December 2010
Education
Gwynedd-Mercy College 2006 — 2010
BS, Business Administration
Matt Bracy's Coventry First, LLC Experience February 2001 - July 2001
Job Partner at Scheef & Stone, LLP
Industry Law Practice
Experience
Scheef & Stone, LLP October 2014 - Present
Nesbitt, Vassar & McCown April 2012 - September 2014
National Association of Settlement Purchasers 2010 - October 2012
The General Counsel Forum -- DFW Chapter 2008 - April 2012
Settlement Capital Corporation September 2001 - March 2012
Coventry First, LLC February 2001 - July 2001
Metropolitan Mortgage & Securities August 1999 - February 2001
Bracy & Hanszen LLP June 1994 - August 1999
University of California Student Association 1987 - 1988
Skills
Litigation, Commercial Litigation, Contract Negotiation, Legal Writing, Negotiation, Mediation, Insurance, Corporate Law, Civil Litigation, Mergers, Litigation Management, Corporate Governance, Due Diligence, Strategic Planning, Arbitration, Risk Management
Education
University of Houston Law Center 1989 — 1992
JD, Law
University of California, Irvine 1983 — 1988
BA, Political Science
Servite High School 1979 — 1983
Scheef & Stone, LLP October 2014 - Present
Nesbitt, Vassar & McCown April 2012 - September 2014
National Association of Settlement Purchasers 2010 - October 2012
The General Counsel Forum -- DFW Chapter 2008 - April 2012
Settlement Capital Corporation September 2001 - March 2012
Coventry First, LLC February 2001 - July 2001
Metropolitan Mortgage & Securities August 1999 - February 2001
Bracy & Hanszen LLP June 1994 - August 1999
University of California Student Association 1987 - 1988
Skills
Litigation, Commercial Litigation, Contract Negotiation, Legal Writing, Negotiation, Mediation, Insurance, Corporate Law, Civil Litigation, Mergers, Litigation Management, Corporate Governance, Due Diligence, Strategic Planning, Arbitration, Risk Management
Education
University of Houston Law Center 1989 — 1992
JD, Law
University of California, Irvine 1983 — 1988
BA, Political Science
Servite High School 1979 — 1983
Brad Schreiber, CPA Brad Schreiber, CPA's Coventry First, LLC Experience September 2009 - November 2010
Job Financial Accountant
Industry Accounting
Experience
Private trust company April 2014 - Present
Brown Schultz Sheridan & Fritz November 2010 - April 2014
Coventry First, LLC September 2009 - November 2010
Skills
Accounting, Auditing, Financial Reporting, GAAP, CPA, Financial Accounting
Education
Elizabethtown College 2008 — 2009
Diploma, Accounting
Lehigh University 2002 — 2008
Bachelor of Arts, Mathematics
Private trust company April 2014 - Present
Brown Schultz Sheridan & Fritz November 2010 - April 2014
Coventry First, LLC September 2009 - November 2010
Skills
Accounting, Auditing, Financial Reporting, GAAP, CPA, Financial Accounting
Education
Elizabethtown College 2008 — 2009
Diploma, Accounting
Lehigh University 2002 — 2008
Bachelor of Arts, Mathematics
Lisa Tomaszewski Lisa Tomaszewski's Coventry First, LLC Experience June 2011 - September 2012
Job Non Market Risk Management for Fixed Income and Commodities at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley May 2014 - Present
Morgan Stanley September 2012 - May 2014
Coventry First, LLC June 2011 - September 2012
USDA June 2010 - August 2010
Skills
Data Analysis, PowerPoint, Microsoft Office, Research, Analysis, Microsoft Excel, Microsoft Word, Financial Analysis, Time Management, Statistics, Finance
Education
Rutgers, The State University of New Jersey-New Brunswick 2007 — 2011
Bachelor of Arts (BA), Mathematics and Economics
Notre Dame High School
Morgan Stanley May 2014 - Present
Morgan Stanley September 2012 - May 2014
Coventry First, LLC June 2011 - September 2012
USDA June 2010 - August 2010
Skills
Data Analysis, PowerPoint, Microsoft Office, Research, Analysis, Microsoft Excel, Microsoft Word, Financial Analysis, Time Management, Statistics, Finance
Education
Rutgers, The State University of New Jersey-New Brunswick 2007 — 2011
Bachelor of Arts (BA), Mathematics and Economics
Notre Dame High School
Vincent DiDonna's Coventry First, LLC Experience April 2005 - January 2012
Job Assistant Vice President, Benefits Consultant at Willis
Industry Insurance
Experience
Willis July 2014 - Present
Willis March 2013 - July 2014
Coventry First, LLC April 2005 - January 2012
Skills
Customer Service, Employee Benefits, Financial Analysis, Financial Services, Insurance, Investments, Life Insurance, Management, Microsoft Excel, Microsoft Office, Mutual Funds, Risk Management, Securities, Disability Insurance, Health Insurance
Education
St. Joseph's University 2007 — 2008
Master's degree, Law & Policy, 3.9
University of Scranton 2000 — 2004
Bachelor's degree, Criminal Justice & Sociology, 3.2
Willis July 2014 - Present
Willis March 2013 - July 2014
Coventry First, LLC April 2005 - January 2012
Skills
Customer Service, Employee Benefits, Financial Analysis, Financial Services, Insurance, Investments, Life Insurance, Management, Microsoft Excel, Microsoft Office, Mutual Funds, Risk Management, Securities, Disability Insurance, Health Insurance
Education
St. Joseph's University 2007 — 2008
Master's degree, Law & Policy, 3.9
University of Scranton 2000 — 2004
Bachelor's degree, Criminal Justice & Sociology, 3.2
Nick Trum Nick Trum's Coventry First, LLC Experience June 2011 - February 2012
Job V.P. Acquisitions at Signature Group Investments
Industry Internet
Experience
Signature Group Investments May 2014 - Present
Pow Wow May 2014 - August 2014
GANDER.tv February 2012 - April 2013
Coventry First, LLC June 2011 - February 2012
La Salle Center for Entrepreneurship September 2010 - June 2011
La Salle School of Business January 2011 - May 2011
Designate A Driver Foundation, Inc May 2010 - May 2011
Montgomery, McCraken, Walker & Rhoads May 2009 - September 2009
Skills
Entrepreneurship, Business Development, Marketing Strategy, Microsoft Office, Financial Analysis, Social Media Marketing, Start-ups, Microsoft Excel, Fundraising, Marketing, Salesforce.com, Online Marketing, Social Networking, Data Analysis, Business Strategy, Research, Event Planning, Analysis, New Business Development, Social Entrepreneurship, Excel, Sales, Problem Analysis, Data Entry, Business Analysis, Business Process, Sales Operations, Direct Sales, Sales Presentations, Funding, Fundraisers, Brand Awareness, Brand Developement, Variation Analysis, Prospect Research, Qualifying Prospects, Prospect, Presentations, Presentation Design, Process Improvement, Problem Solving, Collaborative Problem..., Innovation, Broadcast, Entertainment, Databases, Process Automation, CRM, Acquisitions, Real Estate
Education
La Salle University 2008 — 2011
Bachelors of Science, Business Adminstration, 3.63
Signature Group Investments May 2014 - Present
Pow Wow May 2014 - August 2014
GANDER.tv February 2012 - April 2013
Coventry First, LLC June 2011 - February 2012
La Salle Center for Entrepreneurship September 2010 - June 2011
La Salle School of Business January 2011 - May 2011
Designate A Driver Foundation, Inc May 2010 - May 2011
Montgomery, McCraken, Walker & Rhoads May 2009 - September 2009
Skills
Entrepreneurship, Business Development, Marketing Strategy, Microsoft Office, Financial Analysis, Social Media Marketing, Start-ups, Microsoft Excel, Fundraising, Marketing, Salesforce.com, Online Marketing, Social Networking, Data Analysis, Business Strategy, Research, Event Planning, Analysis, New Business Development, Social Entrepreneurship, Excel, Sales, Problem Analysis, Data Entry, Business Analysis, Business Process, Sales Operations, Direct Sales, Sales Presentations, Funding, Fundraisers, Brand Awareness, Brand Developement, Variation Analysis, Prospect Research, Qualifying Prospects, Prospect, Presentations, Presentation Design, Process Improvement, Problem Solving, Collaborative Problem..., Innovation, Broadcast, Entertainment, Databases, Process Automation, CRM, Acquisitions, Real Estate
Education
La Salle University 2008 — 2011
Bachelors of Science, Business Adminstration, 3.63
Jack Longstreth Jack Longstreth's Coventry First, LLC Experience November 2004 - October 2012
Job Regional VP Sales at Pareto Captive Services, LLC
Industry Insurance
Experience
Pareto Captive Services, LLC June 2015 - Present
Willis Re October 2012 - June 2015
Coventry First, LLC November 2004 - October 2012
Sage Financial Group April 2001 - November 2004
Education
University of Delaware 1996 — 2000
BS, Communications
Chestnut Hill Academy 1982 — 1996
Pareto Captive Services, LLC June 2015 - Present
Willis Re October 2012 - June 2015
Coventry First, LLC November 2004 - October 2012
Sage Financial Group April 2001 - November 2004
Education
University of Delaware 1996 — 2000
BS, Communications
Chestnut Hill Academy 1982 — 1996
Andrew Millard Andrew Millard's Coventry First, LLC Experience August 2014 - October 2014
Job Financial Analyst at Catapult Learning
Industry Financial Services
Experience
Catapult Learning October 2014 - Present
Coventry First, LLC August 2014 - October 2014
Coventry First, LLC July 2012 - August 2014
Skills
Data Analysis, Financial Analysis, Microsoft Excel, Bloomberg, Financial Modeling
Education
Lehigh University - College of Business and Economics 2008 — 2012
Bachelor of Science (B.S.), Finance, Business Information Systems
Catapult Learning October 2014 - Present
Coventry First, LLC August 2014 - October 2014
Coventry First, LLC July 2012 - August 2014
Skills
Data Analysis, Financial Analysis, Microsoft Excel, Bloomberg, Financial Modeling
Education
Lehigh University - College of Business and Economics 2008 — 2012
Bachelor of Science (B.S.), Finance, Business Information Systems
Jim Harrington Jim Harrington's Coventry First, LLC Experience June 2008 - September 2011
Job Executive Recruiter at PRA Health Sciences
Industry Financial Services
Experience
PRA Health Sciences September 2011 - Present
Coventry First, LLC June 2008 - September 2011
Skills
Process Improvement, Pharmaceutical Industry, Sales, Cross-functional Team..., Management, Contract Negotiation, Operations Management, Negotiation, Strategic Planning, Microsoft Office, Account Management, Customer Service, Medical Devices, PowerPoint, Marketing, CRO, Pharmaceutics, Recruiting, Leadership, Training, Cold Calling, Salesforce.com, Healthcare, Sourcing, Biotechnology, Human Resources, Applicant Tracking..., Clinical Research, Oncology, Talent Acquisition, Technical Recruiting
Education
Penn State University 2004 — 2008
Bachelor of Arts, Political Science
Bishop Shanahan High School
PRA Health Sciences September 2011 - Present
Coventry First, LLC June 2008 - September 2011
Skills
Process Improvement, Pharmaceutical Industry, Sales, Cross-functional Team..., Management, Contract Negotiation, Operations Management, Negotiation, Strategic Planning, Microsoft Office, Account Management, Customer Service, Medical Devices, PowerPoint, Marketing, CRO, Pharmaceutics, Recruiting, Leadership, Training, Cold Calling, Salesforce.com, Healthcare, Sourcing, Biotechnology, Human Resources, Applicant Tracking..., Clinical Research, Oncology, Talent Acquisition, Technical Recruiting
Education
Penn State University 2004 — 2008
Bachelor of Arts, Political Science
Bishop Shanahan High School
Davidson Hulfish Davidson Hulfish's Coventry First, LLC Experience August 2010 - April 2011
Job Division Finance Manager at DaVita
Industry Hospital & Health Care
Experience
DaVita February 2013 - Present
DaVita April 2011 - February 2013
Coventry First, LLC August 2010 - April 2011
Coventry First, LLC February 2009 - August 2010
Coventry First June 2006 - February 2009
Skills
Forecasting, Financial Analysis, Accounting, Financial Modeling, Strategic Financial..., Financial Reporting, Microsoft Excel, Analysis, Access, Insurance, Data Analysis, Risk Management, Variance Analysis, Auditing, GAAP, Microsoft Word, Leadership, Finance, Financial Services, Portfolio Management
Education
Villanova University 2007 — 2009
MBA
James Madison University 2002 — 2006
B.B.A., Finance
DaVita February 2013 - Present
DaVita April 2011 - February 2013
Coventry First, LLC August 2010 - April 2011
Coventry First, LLC February 2009 - August 2010
Coventry First June 2006 - February 2009
Skills
Forecasting, Financial Analysis, Accounting, Financial Modeling, Strategic Financial..., Financial Reporting, Microsoft Excel, Analysis, Access, Insurance, Data Analysis, Risk Management, Variance Analysis, Auditing, GAAP, Microsoft Word, Leadership, Finance, Financial Services, Portfolio Management
Education
Villanova University 2007 — 2009
MBA
James Madison University 2002 — 2006
B.B.A., Finance
Michael Salvitti's Coventry First, LLC Experience March 2006 - March 2011
Job Vanguard
Industry Financial Services
Experience
Vanguard April 2012 - Present
Valley Forge Family Office November 2011 - April 2012
Coventry First, LLC March 2006 - March 2011
Coventry First, LLC June 2003 - March 2006
Coventry First, LLC April 2003 - June 2003
Education
College of Charleston 1998 — 2002
Chestnut Hill Academy
Vanguard April 2012 - Present
Valley Forge Family Office November 2011 - April 2012
Coventry First, LLC March 2006 - March 2011
Coventry First, LLC June 2003 - March 2006
Coventry First, LLC April 2003 - June 2003
Education
College of Charleston 1998 — 2002
Chestnut Hill Academy
Brea Sinnott Brea Sinnott's Coventry First, LLC Experience January 2010 - March 2011
Job Surety Underwriter at Chubb
Industry Insurance
Experience
Chubb April 2011 - Present
Coventry First, LLC January 2010 - March 2011
Coventry First, LLC July 2008 - January 2010
Coventry First, LLC March 2006 - June 2008
Coventry First, LLC May 2005 - February 2006
Skills
Underwriting, Financial Analysis, Financial Modeling, Insurance, Risk Management, Surety Bonds, Surety, Microsoft Excel, Data Analysis, Professional Liability, Property & Casualty..., Commercial Insurance, Casualty, Casualty Insurance
Education
Pennsylvania State University-University Park 2000 — 2004
Chubb April 2011 - Present
Coventry First, LLC January 2010 - March 2011
Coventry First, LLC July 2008 - January 2010
Coventry First, LLC March 2006 - June 2008
Coventry First, LLC May 2005 - February 2006
Skills
Underwriting, Financial Analysis, Financial Modeling, Insurance, Risk Management, Surety Bonds, Surety, Microsoft Excel, Data Analysis, Professional Liability, Property & Casualty..., Commercial Insurance, Casualty, Casualty Insurance
Education
Pennsylvania State University-University Park 2000 — 2004
Steve Vigland Steve Vigland's Coventry First, LLC Experience May 2011 - February 2012
Job Global Safety Coordinator at HSB Global Standards
Industry Mechanical or Industrial Engineering
Experience
HSB Global Standards July 2012 - Present
Environmental Strategy Consultants, Inc. June 2012 - July 2012
Coventry First, LLC May 2011 - February 2012
Coventry First, LLC November 2009 - May 2011
The Hartford November 2008 - December 2009
The Hartford October 2007 - October 2008
Outer Layer May 2007 - September 2007
Coastal Home Solutions May 2003 - August 2006
Skills
Training, Contract Management, Microsoft Office, Project Management, Risk Management, Insurance, Program Management, Project Planning, Outlook, Contract Negotiation, Strategic Planning, Environmental Compliance, Environmental..., Data Analysis, Safety Administration, Safety Compliance, Safety Culture, Fleet Management, Fleet Operations, Industrial Hygiene, Training Management, Risk Mitigation, Compliance, Liability, Legal Contract Review, Auditing, Environmental Management, Environmental Policy, Word, Excel, Lotus Notes, Underwriting, Negotiation, Policy, Problem Solving, Planning, Licensing, Critical Thinking
Education
St. Joseph's University 2011 — 2014
Master's Degree, Environmental Protection and Safety Management, 4.0
Penn State University 2002 — 2006
B.A., Economics
HSB Global Standards July 2012 - Present
Environmental Strategy Consultants, Inc. June 2012 - July 2012
Coventry First, LLC May 2011 - February 2012
Coventry First, LLC November 2009 - May 2011
The Hartford November 2008 - December 2009
The Hartford October 2007 - October 2008
Outer Layer May 2007 - September 2007
Coastal Home Solutions May 2003 - August 2006
Skills
Training, Contract Management, Microsoft Office, Project Management, Risk Management, Insurance, Program Management, Project Planning, Outlook, Contract Negotiation, Strategic Planning, Environmental Compliance, Environmental..., Data Analysis, Safety Administration, Safety Compliance, Safety Culture, Fleet Management, Fleet Operations, Industrial Hygiene, Training Management, Risk Mitigation, Compliance, Liability, Legal Contract Review, Auditing, Environmental Management, Environmental Policy, Word, Excel, Lotus Notes, Underwriting, Negotiation, Policy, Problem Solving, Planning, Licensing, Critical Thinking
Education
St. Joseph's University 2011 — 2014
Master's Degree, Environmental Protection and Safety Management, 4.0
Penn State University 2002 — 2006
B.A., Economics
Christopher McKinney, CFA's Coventry First, LLC Experience March 2014 - Present
Job Assistant Vice President, Financial Engineering at Coventry First, LLC
Industry Financial Services
Experience
Coventry First, LLC March 2014 - Present
Coventry First, LLC August 2012 - March 2014
Coventry First, LLC April 2012 - August 2012
Coventry First, LLC March 2009 - April 2012
Coventry First, LLC September 2007 - March 2009
Coventry First, LLC. June 2006 - September 2007
Skills
Financial Modeling, Bloomberg, Fixed Income, Financial Engineering, Financial Analysis, Access, SQL, VB.NET, OOP, Insurance, Excel, Data Analysis, Scenario Analysis, Derivatives, Swaps, Exotic Derivatives, Backtesting, Risk Models, ABS, Visual Basic, C#, XML, XSLT, XSD, XML Spy, MapForce, MoSes, Mortality, Longevity, Life Settlements, Risk Agility, Microsoft Excel, Finance, Investments
Education
Kutztown University of Pennsylvania 2002 — 2006
BSBA, Magna Cum Laude, Finance
Coventry First, LLC March 2014 - Present
Coventry First, LLC August 2012 - March 2014
Coventry First, LLC April 2012 - August 2012
Coventry First, LLC March 2009 - April 2012
Coventry First, LLC September 2007 - March 2009
Coventry First, LLC. June 2006 - September 2007
Skills
Financial Modeling, Bloomberg, Fixed Income, Financial Engineering, Financial Analysis, Access, SQL, VB.NET, OOP, Insurance, Excel, Data Analysis, Scenario Analysis, Derivatives, Swaps, Exotic Derivatives, Backtesting, Risk Models, ABS, Visual Basic, C#, XML, XSLT, XSD, XML Spy, MapForce, MoSes, Mortality, Longevity, Life Settlements, Risk Agility, Microsoft Excel, Finance, Investments
Education
Kutztown University of Pennsylvania 2002 — 2006
BSBA, Magna Cum Laude, Finance
James Dozier's Coventry First, LLC Experience January 2001 - Present
Job Director, Database Operations at Coventry First, LLC
Industry Insurance
Experience
Coventry First, LLC January 2001 - Present
Skills
Microsoft SQL Server
Education
Miami University 1986 — 1990
Coventry First, LLC January 2001 - Present
Skills
Microsoft SQL Server
Education
Miami University 1986 — 1990
Len Sieger's Coventry First, LLC Experience January 2009 - March 2010
Job Senior Software Developer at BioClinica
Industry Computer Software
Experience
BioClinica April 2014 - Present
BioClinica July 2012 - March 2014
BioClinica April 2010 - June 2012
Coventry First, LLC January 2009 - March 2010
Coventry August 2005 - December 2008
Siemens Healthcare April 2004 - September 2004
Procurian April 2003 - September 2003
Drexel University April 2002 - September 2002
Drexel University June 2001 - September 2001
Skills
SQL, CSS, SDLC, Software Development, Microsoft SQL Server, C#, WPF, VB.NET, Computational Geometry, Solid Modeling, Actuarial Exams, Life Settlements, Java, Great Plains Software, MoSes, Access, Project Management
Education
Drexel University 2000 — 2005
Master of Science (MS), Mathematics, 4.0
Drexel University 2000 — 2005
Bachelor of Science (BS), Computer Science, 4.0
BioClinica April 2014 - Present
BioClinica July 2012 - March 2014
BioClinica April 2010 - June 2012
Coventry First, LLC January 2009 - March 2010
Coventry August 2005 - December 2008
Siemens Healthcare April 2004 - September 2004
Procurian April 2003 - September 2003
Drexel University April 2002 - September 2002
Drexel University June 2001 - September 2001
Skills
SQL, CSS, SDLC, Software Development, Microsoft SQL Server, C#, WPF, VB.NET, Computational Geometry, Solid Modeling, Actuarial Exams, Life Settlements, Java, Great Plains Software, MoSes, Access, Project Management
Education
Drexel University 2000 — 2005
Master of Science (MS), Mathematics, 4.0
Drexel University 2000 — 2005
Bachelor of Science (BS), Computer Science, 4.0
Shannon Funt's Coventry First, LLC Experience August 2004 - March 2011
Job Business Analyst at eMoney Advisor
Industry Financial Services
Experience
eMoney Advisor September 2014 - Present
Coventry March 2012 - September 2014
Coventry March 2011 - March 2012
Coventry First, LLC August 2004 - March 2011
Houston ISD August 2002 - August 2004
BigBad, Inc. July 2000 - July 2001
Skills
Competitive Analysis, Marketing Strategy, User Experience, Insurance, Financial Analysis, Investments, Finance, Financial Modeling, Microsoft Office, Capital Markets, Leadership, Strategic Planning, Risk Management, Alternative Investments
Education
Franklin & Marshall College 1996 — 2000
BA, Mathematics and Computer Science
eMoney Advisor September 2014 - Present
Coventry March 2012 - September 2014
Coventry March 2011 - March 2012
Coventry First, LLC August 2004 - March 2011
Houston ISD August 2002 - August 2004
BigBad, Inc. July 2000 - July 2001
Skills
Competitive Analysis, Marketing Strategy, User Experience, Insurance, Financial Analysis, Investments, Finance, Financial Modeling, Microsoft Office, Capital Markets, Leadership, Strategic Planning, Risk Management, Alternative Investments
Education
Franklin & Marshall College 1996 — 2000
BA, Mathematics and Computer Science
Robert Laffen's Coventry First, LLC Experience January 2011 - February 2012
Job Actuary
Industry Insurance
Experience
Coventry First, LLC January 2011 - February 2012
ING Retail Annuities June 2007 - November 2010
ING US Financial Services August 2004 - June 2007
Skills
Insurance, Financial Modeling, Statistics, Data Analysis, Excel, Actuarial Science, Fixed Annuities
Education
Rensselaer Polytechnic Institute 1989 — 1994
Coventry First, LLC January 2011 - February 2012
ING Retail Annuities June 2007 - November 2010
ING US Financial Services August 2004 - June 2007
Skills
Insurance, Financial Modeling, Statistics, Data Analysis, Excel, Actuarial Science, Fixed Annuities
Education
Rensselaer Polytechnic Institute 1989 — 1994
Amy Eshleman's Coventry First, LLC Experience March 2010 - Present
Job '
Industry Education Management
Experience
Coventry First, LLC March 2010 - Present
Coventry First, LLC February 2007 - March 2010
Goddard School of Exton June 2005 - November 2006
Skills
Data Entry
Education
Neumann University 2012 — 2013
Master of Science, Organizational and Strategic Leadership
Shippensburg University of Pennsylvania 2000 — 2004
Bachelor of Arts (BA), Elementary Education and Teaching
Coventry First, LLC March 2010 - Present
Coventry First, LLC February 2007 - March 2010
Goddard School of Exton June 2005 - November 2006
Skills
Data Entry
Education
Neumann University 2012 — 2013
Master of Science, Organizational and Strategic Leadership
Shippensburg University of Pennsylvania 2000 — 2004
Bachelor of Arts (BA), Elementary Education and Teaching
Michael Winters's Coventry First, LLC Experience 2003 - April 2006
Job Vice President of Business Development at Four Seasons Financial Group
Industry Financial Services
Experience
Four Seasons Financial Group Inc. August 2015 - Present
M3 Financial September 2013 - June 2015
Gentry Partners, Ltd. July 2006 - September 2013
Coventry First, LLC 2003 - April 2006
Lincoln Financial Distributors 2001 - 2003
First Union 1997 - 2001
Skills
Life Insurance, Fixed Annuities, Investments, Retirement Planning, Insurance, Disability Insurance, Strategic Financial..., Term Life Insurance, Underwriting, Long Term Care Insurance, Estate Planning, Retirement, Alternative Investments, Financial Planning, Finance, Portfolio Management
Education
Loyola College in Maryland 1993 — 1997
Bachelor of Business Administration (B.B.A.), Finance, General
Four Seasons Financial Group Inc. August 2015 - Present
M3 Financial September 2013 - June 2015
Gentry Partners, Ltd. July 2006 - September 2013
Coventry First, LLC 2003 - April 2006
Lincoln Financial Distributors 2001 - 2003
First Union 1997 - 2001
Skills
Life Insurance, Fixed Annuities, Investments, Retirement Planning, Insurance, Disability Insurance, Strategic Financial..., Term Life Insurance, Underwriting, Long Term Care Insurance, Estate Planning, Retirement, Alternative Investments, Financial Planning, Finance, Portfolio Management
Education
Loyola College in Maryland 1993 — 1997
Bachelor of Business Administration (B.B.A.), Finance, General
Ted Kilkuskie's Coventry First, LLC Experience 2003 - 2006
Job Chief Distribution Officer
Industry Financial Services
Experience
Mid Atlantic September 2011 - Present
Madison Brokerage 2006 - October 2011
Coventry First, LLC 2003 - 2006
Hartford Life 2001 - 2003
Manulife Financial 1995 - 2001
MetLife/State Street Research 1986 - 1995
Skills
Series 7, Insurance, Annuities, Mutual Funds, Retirement, Series 24, Life and Health..., Fixed Annuities, Financial Services, Team Leadership, Estate Planning, Life Insurance, Wealth Management, Underwriting, Brokers, Employee Benefits, Risk Management, Relationship Management, Strategic Financial..., Term Life Insurance, Disability Insurance, Investments, Long-term Care, Retirement Planning, Series 6, Health Insurance, 401k, Financial Planners, Long Term Care Insurance, Universal Life, Whole Life, Series 63, IRAs, Wealth, Securities, Pensions, Financial Planning
Education
Villanova University 1975 — 1977
BS, BIOLOGY/BUSINESS
St. Francis University 1973 — 1975
Biology
Mid Atlantic September 2011 - Present
Madison Brokerage 2006 - October 2011
Coventry First, LLC 2003 - 2006
Hartford Life 2001 - 2003
Manulife Financial 1995 - 2001
MetLife/State Street Research 1986 - 1995
Skills
Series 7, Insurance, Annuities, Mutual Funds, Retirement, Series 24, Life and Health..., Fixed Annuities, Financial Services, Team Leadership, Estate Planning, Life Insurance, Wealth Management, Underwriting, Brokers, Employee Benefits, Risk Management, Relationship Management, Strategic Financial..., Term Life Insurance, Disability Insurance, Investments, Long-term Care, Retirement Planning, Series 6, Health Insurance, 401k, Financial Planners, Long Term Care Insurance, Universal Life, Whole Life, Series 63, IRAs, Wealth, Securities, Pensions, Financial Planning
Education
Villanova University 1975 — 1977
BS, BIOLOGY/BUSINESS
St. Francis University 1973 — 1975
Biology
Connell David Dougherty's Coventry First, LLC Experience January 2006 - February 2012
Job Experienced Management, Sales and Finance Professional
Industry Insurance
Experience
Hartford Funds May 2012 - Present
Prudential Fox and Roach Realtors June 2006 - December 2013
Coventry First, LLC January 2006 - February 2012
Coventry First, LLC August 2002 - January 2006
Coventry First, LLC January 2001 - July 2002
Prudential Insurance December 1997 - January 2001
Skills
Sales, Negotiation, Selling, Finance, Call Centers, Customer Service, Financial Analysis, Financial Modeling, Insurance, Investments, Leadership, Life Insurance, Management, Sales Operations, Strategic Planning, Microsoft Office, Microsoft Excel, Analysis
Education
University of Notre Dame 1993 — 1997
Bachelors, Business Management
Hartford Funds May 2012 - Present
Prudential Fox and Roach Realtors June 2006 - December 2013
Coventry First, LLC January 2006 - February 2012
Coventry First, LLC August 2002 - January 2006
Coventry First, LLC January 2001 - July 2002
Prudential Insurance December 1997 - January 2001
Skills
Sales, Negotiation, Selling, Finance, Call Centers, Customer Service, Financial Analysis, Financial Modeling, Insurance, Investments, Leadership, Life Insurance, Management, Sales Operations, Strategic Planning, Microsoft Office, Microsoft Excel, Analysis
Education
University of Notre Dame 1993 — 1997
Bachelors, Business Management
Jeff Stead's Coventry First, LLC Experience November 2008 - September 2010
Job Senior Analyst at Canon Solutions America, Inc
Industry Business Supplies and Equipment
Experience
Canon Solutions America May 2015 - Present
ETA Coach February 2011 - Present
Canon Solutions America August 2011 - May 2015
Coventry First, LLC November 2008 - September 2010
Pennsbury School District August 2008 - October 2008
Guardian Life Insurance June 2008 - October 2008
Skills
Microsoft Office, Microsoft Excel, Access, Leadership, HTML, Oracle, Process Improvement, Business Analysis, Forecasting, Visio, Salesforce.com, Database Design, Change Management, Lotus Notes, Employee Training, Data Security, Project Management, SQL, CRM, Adobe Creative Suite, Graphic Design, Analytics
Education
La Salle University 2013 — 2015
Master of Business Administration (M.B.A.), Business Systems and Analytics
Rider University 2004 — 2008
BSBA, Business Economics, Finance
Canon Solutions America May 2015 - Present
ETA Coach February 2011 - Present
Canon Solutions America August 2011 - May 2015
Coventry First, LLC November 2008 - September 2010
Pennsbury School District August 2008 - October 2008
Guardian Life Insurance June 2008 - October 2008
Skills
Microsoft Office, Microsoft Excel, Access, Leadership, HTML, Oracle, Process Improvement, Business Analysis, Forecasting, Visio, Salesforce.com, Database Design, Change Management, Lotus Notes, Employee Training, Data Security, Project Management, SQL, CRM, Adobe Creative Suite, Graphic Design, Analytics
Education
La Salle University 2013 — 2015
Master of Business Administration (M.B.A.), Business Systems and Analytics
Rider University 2004 — 2008
BSBA, Business Economics, Finance
Dan Geraghty, CFP®'s Coventry First, LLC Experience January 2010 - August 2011
Job Investment Officer at Hirtle, Callaghan & Co.
Industry Investment Management
Experience
Hirtle, Callaghan & Co. May 2012 - Present
Hirtle, Callaghan & Co. August 2011 - May 2012
Coventry First, LLC January 2010 - August 2011
Coventry First February 2008 - January 2010
Education
Penn State University 2001 — 2004
St. Joseph's Prep 1996 — 2000
Hirtle, Callaghan & Co. May 2012 - Present
Hirtle, Callaghan & Co. August 2011 - May 2012
Coventry First, LLC January 2010 - August 2011
Coventry First February 2008 - January 2010
Education
Penn State University 2001 — 2004
St. Joseph's Prep 1996 — 2000
Andrew Carnevale's Coventry First, LLC Experience August 2007 - September 2010
Job Advisor Services Associate at Aberdeen Asset Management
Industry Financial Services
Experience
Aberdeen Asset Management May 2014 - Present
Janney Montgomery Scott June 2012 - April 2014
Morgan Stanley Smith Barney November 2011 - June 2012
CBC Settlement Funding, LLC September 2010 - November 2011
Coventry First, LLC August 2007 - September 2010
Skills
Series 7, Series 66, Wealth Management, Financial Advisory, Asset Allocation, Retirement Planning, Life Insurance, Fixed Annuities, Variable Annuities, Uniform Combined State..., Finance, Financial Services, Strategic Financial...
Education
The Catholic University of America 2003 — 2007
Bachelor of Science, Business Administration (Finance)
Aberdeen Asset Management May 2014 - Present
Janney Montgomery Scott June 2012 - April 2014
Morgan Stanley Smith Barney November 2011 - June 2012
CBC Settlement Funding, LLC September 2010 - November 2011
Coventry First, LLC August 2007 - September 2010
Skills
Series 7, Series 66, Wealth Management, Financial Advisory, Asset Allocation, Retirement Planning, Life Insurance, Fixed Annuities, Variable Annuities, Uniform Combined State..., Finance, Financial Services, Strategic Financial...
Education
The Catholic University of America 2003 — 2007
Bachelor of Science, Business Administration (Finance)
Devin Morgan, CFA's Coventry First, LLC Experience August 2009 - December 2010
Job MBA Candidate at NYU Stern | Focused on Strategy and the Financial Services Industry | Passionate about Asset Management
Industry Financial Services
Experience
Goldman Sachs June 2015 - Present
City of London Investment Management Company Ltd January 2011 - July 2014
Coventry First, LLC August 2009 - December 2010
ProFund Advisors LLC June 2008 - June 2009
Morgan Stanley Investment Management June 2007 - August 2007
Skills
Bloomberg, Microsoft Excel, Investments, Financial Modeling, Hedge Funds, Valuation, Microsoft Office, Portfolio Management, Finance, Corporate Finance, Data Analysis, Equities
Education
New York University - Leonard N. Stern School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
The George Washington University 2005 — 2009
BS, Economics, Statistics
The Hill School
Goldman Sachs June 2015 - Present
City of London Investment Management Company Ltd January 2011 - July 2014
Coventry First, LLC August 2009 - December 2010
ProFund Advisors LLC June 2008 - June 2009
Morgan Stanley Investment Management June 2007 - August 2007
Skills
Bloomberg, Microsoft Excel, Investments, Financial Modeling, Hedge Funds, Valuation, Microsoft Office, Portfolio Management, Finance, Corporate Finance, Data Analysis, Equities
Education
New York University - Leonard N. Stern School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
The George Washington University 2005 — 2009
BS, Economics, Statistics
The Hill School
Rob Aronchick's Coventry First, LLC Experience March 2009 - Present
Job Vice President, Capital Markets at Coventry First, LLC
Industry Capital Markets
Experience
Coventry First, LLC March 2009 - Present
Coventry First, LLC February 2005 - March 2009
GlobalFit January 2002 - February 2005
Education
Lafayette College 1996 — 2000
Biology
Episcopal Academy 1988 — 1996
Coventry First, LLC March 2009 - Present
Coventry First, LLC February 2005 - March 2009
GlobalFit January 2002 - February 2005
Education
Lafayette College 1996 — 2000
Biology
Episcopal Academy 1988 — 1996
Jonah Kahn's Coventry First, LLC Experience September 2003 - October 2013
Job Senior Vice President at Coventry First, LLC
Industry Insurance
Experience
Coventry November 2013 - Present
Coventry First, LLC September 2003 - October 2013
AXA Distributors October 1997 - May 2002
Education
Pace University-Pleasantville/Briarcliff Campus 1991 — 1995
BA, History, Political Science
Coventry November 2013 - Present
Coventry First, LLC September 2003 - October 2013
AXA Distributors October 1997 - May 2002
Education
Pace University-Pleasantville/Briarcliff Campus 1991 — 1995
BA, History, Political Science
Thomas Settefrati's Coventry First, LLC Experience June 2006 - October 2010
Job Application developer at MedRisk
Industry Insurance
Experience
MedRisk Inc. June 2013 - Present
International SOS Assistance, Inc October 2010 - August 2013
Coventry First, LLC June 2006 - October 2010
Skills
C#, Entity Framework, Public Speaking, jQuery, ASP.NET MVC, Presentations, .NET, Visual Basic, Web Development, Computer Forensics, SQL, Microsoft SQL Server, VB.NET, SDLC, Business Analysis, Software Project..., Database Design, Data Modeling, Data Analysis, MS Reporting Services, PhpMyAdmin, Voice Over, Acting
Education
Penn State University 2009 — 2012
MS, Information Science, Software Engineering
Temple University 2001 — 2006
BS, Information Science and Technology
MedRisk Inc. June 2013 - Present
International SOS Assistance, Inc October 2010 - August 2013
Coventry First, LLC June 2006 - October 2010
Skills
C#, Entity Framework, Public Speaking, jQuery, ASP.NET MVC, Presentations, .NET, Visual Basic, Web Development, Computer Forensics, SQL, Microsoft SQL Server, VB.NET, SDLC, Business Analysis, Software Project..., Database Design, Data Modeling, Data Analysis, MS Reporting Services, PhpMyAdmin, Voice Over, Acting
Education
Penn State University 2009 — 2012
MS, Information Science, Software Engineering
Temple University 2001 — 2006
BS, Information Science and Technology
Drew Tsakos's Coventry First, LLC Experience January 2007 - August 2009
Job Regional Director at Coventry First, LLC
Industry Financial Services
Experience
Coventry First, LLC January 2007 - August 2009
Boston Biomedical Research Institute 2002 - 2005
Education
Bowdoin College 2001 — 2005
BA, Biology
Coventry First, LLC January 2007 - August 2009
Boston Biomedical Research Institute 2002 - 2005
Education
Bowdoin College 2001 — 2005
BA, Biology
Nick Spiwak's Coventry First, LLC Experience June 2006 - March 2007
Job Senior Financial Analyst at Fiberlink
Industry Internet
Experience
Fiberlink June 2012 - Present
Fanatics, LLC June 2011 - September 2012
GSI Commerce March 2007 - September 2011
Coventry First, LLC June 2006 - March 2007
Education
Saint Joseph's University - Erivan K. Haub School of Business 2008 — 2009
MBA, Management
University of Maryland - Robert H. Smith School of Business 2002 — 2006
B.S., Finance
Fiberlink June 2012 - Present
Fanatics, LLC June 2011 - September 2012
GSI Commerce March 2007 - September 2011
Coventry First, LLC June 2006 - March 2007
Education
Saint Joseph's University - Erivan K. Haub School of Business 2008 — 2009
MBA, Management
University of Maryland - Robert H. Smith School of Business 2002 — 2006
B.S., Finance
Brendan Stuart's Coventry First, LLC Experience May 2010 - August 2010
Job Associate at Clifford Chance US LLP
Industry Law Practice
Experience
Clifford Chance US LLP October 2012 - Present
Clifford Chance LLP May 2011 - July 2011
United States District Court for the Eastern District of Pennsylvania August 2010 - August 2010
Coventry First, LLC May 2010 - August 2010
Coventry First, LLC May 2009 - August 2009
PennEnvironment Research & Policy Center May 2008 - August 2008
Archer & Greiner, P.C. May 2007 - August 2007
Skills
Legal Research, Legal Writing, Research, International Relations, Litigation, Civil Litigation, Courts, Mediation, Legal Assistance, Public Policy, International Law, Editing, Policy Analysis, Commercial Litigation
Education
University of Pennsylvania Law School 2009 — 2012
J.D., Law
University of Pennsylvania - The Wharton School 2010 — 2012
Certificate in Business Economics and Public Policy
Dickinson College 2005 — 2009
B.A., History, Political Science
Clifford Chance US LLP October 2012 - Present
Clifford Chance LLP May 2011 - July 2011
United States District Court for the Eastern District of Pennsylvania August 2010 - August 2010
Coventry First, LLC May 2010 - August 2010
Coventry First, LLC May 2009 - August 2009
PennEnvironment Research & Policy Center May 2008 - August 2008
Archer & Greiner, P.C. May 2007 - August 2007
Skills
Legal Research, Legal Writing, Research, International Relations, Litigation, Civil Litigation, Courts, Mediation, Legal Assistance, Public Policy, International Law, Editing, Policy Analysis, Commercial Litigation
Education
University of Pennsylvania Law School 2009 — 2012
J.D., Law
University of Pennsylvania - The Wharton School 2010 — 2012
Certificate in Business Economics and Public Policy
Dickinson College 2005 — 2009
B.A., History, Political Science
Addie Burton's Coventry First, LLC Experience January 2010 - May 2011
Job Senior Financial Analyst at Northwestern Memorial Hospital
Industry Insurance
Experience
Northwestern Memorial Hospital August 2015 - Present
CNA Insurance May 2013 - August 2015
Foundation for Sarcoidosis Research July 2011 - May 2012
Coventry First, LLC January 2010 - May 2011
Coventry First, LLC July 2008 - January 2010
Skills
Microsoft Office, Quickbooks, Raiser's Edge, Financial Analysis, Insurance, QuickBooks, Finance, Fundraising, Accounting, Financial Modeling, Leadership
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2011 — 2012
MBA, Strategy, Execution, and Valuation and Health Sector Management
Lehigh University 2004 — 2008
BS, Finance
The Seven Hills School 2000 — 2004
Northwestern Memorial Hospital August 2015 - Present
CNA Insurance May 2013 - August 2015
Foundation for Sarcoidosis Research July 2011 - May 2012
Coventry First, LLC January 2010 - May 2011
Coventry First, LLC July 2008 - January 2010
Skills
Microsoft Office, Quickbooks, Raiser's Edge, Financial Analysis, Insurance, QuickBooks, Finance, Fundraising, Accounting, Financial Modeling, Leadership
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2011 — 2012
MBA, Strategy, Execution, and Valuation and Health Sector Management
Lehigh University 2004 — 2008
BS, Finance
The Seven Hills School 2000 — 2004
Andrew Seiken's Coventry First, LLC Experience August 2007 - July 2011
Job Associate, Cummings & Lockwood
Industry Law Practice
Experience
Cummings & Lockwood LLC February 2015 - Present
Blair & Potts January 2013 - February 2015
Reid Glynn, LLP June 2012 - December 2012
Coventry First, LLC August 2007 - July 2011
Skills
Estate Planning
Education
New York University School of Law 2011 — 2012
LL.M., Taxation
Rutgers University School of Law - Camden 2008 — 2011
Juris Doctor, Law
Lehigh University 2003 — 2007
Bachelor of Science, Finance
Cummings & Lockwood LLC February 2015 - Present
Blair & Potts January 2013 - February 2015
Reid Glynn, LLP June 2012 - December 2012
Coventry First, LLC August 2007 - July 2011
Skills
Estate Planning
Education
New York University School of Law 2011 — 2012
LL.M., Taxation
Rutgers University School of Law - Camden 2008 — 2011
Juris Doctor, Law
Lehigh University 2003 — 2007
Bachelor of Science, Finance
Joe Boland, DIA's Coventry First, LLC Experience July 2006 - August 2007
Job Disability Brokerage at BrancaRampart Agency
Industry Insurance
Experience
Branca-Rampart Agency October 2012 - Present
Crump Life Insurance Services August 2007 - September 2012
Coventry First, LLC July 2006 - August 2007
Skills
Insurance, Underwriting, Life Insurance, Property & Casualty..., Fixed Annuities, Commercial Insurance, Disability Insurance, Sales, Account Management, Financial Services, Retirement Planning, Strategic Planning, Sales Management, Strategic Financial..., Customer Service, Finance, Team Building, Term Life Insurance
Education
University of Notre Dame - Mendoza College of Business 2003 — 2006
Finance
La Salle University 2002 — 2003
Monsignor Bonner High School 1998 — 2002
Branca-Rampart Agency October 2012 - Present
Crump Life Insurance Services August 2007 - September 2012
Coventry First, LLC July 2006 - August 2007
Skills
Insurance, Underwriting, Life Insurance, Property & Casualty..., Fixed Annuities, Commercial Insurance, Disability Insurance, Sales, Account Management, Financial Services, Retirement Planning, Strategic Planning, Sales Management, Strategic Financial..., Customer Service, Finance, Team Building, Term Life Insurance
Education
University of Notre Dame - Mendoza College of Business 2003 — 2006
Finance
La Salle University 2002 — 2003
Monsignor Bonner High School 1998 — 2002
Dan Zollars's Coventry First, LLC Experience June 2009 - Present
Job Senior Vice President, Operations at Coventry First, LLC
Industry Insurance
Experience
Coventry First, LLC June 2009 - Present
Coventry First, LLC September 2005 - June 2009
Coventry First, LLC July 2003 - September 2005
Milliman May 2000 - July 2003
Midland Life 1996 - 2000
Conseco 1993 - 1996
Skills
Life Settlements, Financial Engineering, Financial Modeling, Life Insurance, Software Development, Process Improvement, Management, Insurance
Education
Ball State University 1989 — 1993
B.S., Actuarial Science
Coventry First, LLC June 2009 - Present
Coventry First, LLC September 2005 - June 2009
Coventry First, LLC July 2003 - September 2005
Milliman May 2000 - July 2003
Midland Life 1996 - 2000
Conseco 1993 - 1996
Skills
Life Settlements, Financial Engineering, Financial Modeling, Life Insurance, Software Development, Process Improvement, Management, Insurance
Education
Ball State University 1989 — 1993
B.S., Actuarial Science
Patrick Grenko's Coventry First, LLC Experience June 2005 - February 2012
Job Senior Associate at Jones Lang LaSalle
Industry Real Estate
Experience
Jones Lang LaSalle July 2012 - Present
Coventry First, LLC June 2005 - February 2012
Coventry First, LLC August 2004 - June 2005
Skills
Sales Management, Customer Relations, Insurance, Sales Presentations, Project Planning, Customer Service, Relationship Management, Sales, Management, New Business Development, Negotiation, Marketing, Strategy, Real Estate, Analysis, Cold Calling, Sales Operations, Leases, Finance, Strategic Planning
Education
University of Scranton 2000 — 2004
Bachelor's degree, Marketing
Exeter High School 1996 — 2000
Jones Lang LaSalle July 2012 - Present
Coventry First, LLC June 2005 - February 2012
Coventry First, LLC August 2004 - June 2005
Skills
Sales Management, Customer Relations, Insurance, Sales Presentations, Project Planning, Customer Service, Relationship Management, Sales, Management, New Business Development, Negotiation, Marketing, Strategy, Real Estate, Analysis, Cold Calling, Sales Operations, Leases, Finance, Strategic Planning
Education
University of Scranton 2000 — 2004
Bachelor's degree, Marketing
Exeter High School 1996 — 2000
Jason Ruch's Coventry First, LLC Experience October 2007 - August 2010
Job Senior Manager Commercial Finance at Thermo Fisher Scientific
Industry Pharmaceuticals
Experience
Thermo Fisher Scientific June 2015 - Present
Thermo Fisher Scientific April 2012 - June 2015
GSI Commerce August 2010 - April 2012
Coventry First, LLC October 2007 - August 2010
Yellowbook 2006 - 2007
Skills
Financial Analysis, Financial Modeling, Financial Reporting, Accounting, Microsoft Excel, Forecasting, Strategic Financial..., Sarbanes-Oxley Act, Process Improvement, Valuation, Account Reconciliation, Variance Analysis, Microsoft Office, Risk Management, Access, Revenue Recognition, Strategy, PeopleSoft, PowerPoint, Strategic Planning
Education
Penn State University 2000 — 2005
Bachelor of Science (BS), International Finance
Universität zu Köln 2004 — 2004
Thermo Fisher Scientific June 2015 - Present
Thermo Fisher Scientific April 2012 - June 2015
GSI Commerce August 2010 - April 2012
Coventry First, LLC October 2007 - August 2010
Yellowbook 2006 - 2007
Skills
Financial Analysis, Financial Modeling, Financial Reporting, Accounting, Microsoft Excel, Forecasting, Strategic Financial..., Sarbanes-Oxley Act, Process Improvement, Valuation, Account Reconciliation, Variance Analysis, Microsoft Office, Risk Management, Access, Revenue Recognition, Strategy, PeopleSoft, PowerPoint, Strategic Planning
Education
Penn State University 2000 — 2005
Bachelor of Science (BS), International Finance
Universität zu Köln 2004 — 2004
Stephen Ruggieri's Coventry First, LLC Experience July 2004 - March 2013
Job Principal at Commonwealth Capital Brokerage, LLC
Industry Insurance
Experience
Commonwealth Capital Brokerage, LLC March 2013 - Present
Coventry First, LLC July 2004 - March 2013
Skills
Retirement Planning, Life Insurance, Estate Planning, Annuity Sales, Premium Financing, Captives, Business Planning, BGA, Advanced Markets, Series 7, Disability Insurance, Retirement, Financial Planners, Insurance, Series 63, Financial Planning, Financial Services, Investments, Wealth Management, Fixed Annuities
Education
College of the Holy Cross 2000 — 2004
BA, Economics
St. Joseph's Prep 1996 — 2000
Commonwealth Capital Brokerage, LLC March 2013 - Present
Coventry First, LLC July 2004 - March 2013
Skills
Retirement Planning, Life Insurance, Estate Planning, Annuity Sales, Premium Financing, Captives, Business Planning, BGA, Advanced Markets, Series 7, Disability Insurance, Retirement, Financial Planners, Insurance, Series 63, Financial Planning, Financial Services, Investments, Wealth Management, Fixed Annuities
Education
College of the Holy Cross 2000 — 2004
BA, Economics
St. Joseph's Prep 1996 — 2000
Jessica Kern, AINS's Coventry First, LLC Experience April 2012 - May 2013
Job Underwriter at USLI
Industry Insurance
Experience
USLI January 2015 - Present
USLI May 2014 - January 2015
Coventry May 2013 - November 2013
Coventry First, LLC April 2012 - May 2013
Coventry First, LLC March 2009 - April 2012
Coventry First, LLC June 2006 - March 2009
Gap Inc. September 2007 - January 2009
East Penn Bank May 2003 - April 2006
Skills
Customer Service, Employee Benefits, Human Resources, Interviews, Life Insurance, Insurance, Management, Recruiting, Strategic Financial..., Sales, Training, Underwriting, Risk Management
Education
Immaculata University 2002 — 2006
BA, Business Administration
USLI January 2015 - Present
USLI May 2014 - January 2015
Coventry May 2013 - November 2013
Coventry First, LLC April 2012 - May 2013
Coventry First, LLC March 2009 - April 2012
Coventry First, LLC June 2006 - March 2009
Gap Inc. September 2007 - January 2009
East Penn Bank May 2003 - April 2006
Skills
Customer Service, Employee Benefits, Human Resources, Interviews, Life Insurance, Insurance, Management, Recruiting, Strategic Financial..., Sales, Training, Underwriting, Risk Management
Education
Immaculata University 2002 — 2006
BA, Business Administration
Cheryl Kidron's Coventry First, LLC Experience September 2001 - Present
Job Director, Contract Services at Coventry First, LLC
Industry Financial Services
Experience
Coventry First, LLC September 2001 - Present
Skills
Customer Service, Insurance, Business Analysis, Process Improvement, Microsoft Excel, Microsoft Office, Contract Management, Life Insurance, Investments
Education
Muhlenberg College
BA, French
Coventry First, LLC September 2001 - Present
Skills
Customer Service, Insurance, Business Analysis, Process Improvement, Microsoft Excel, Microsoft Office, Contract Management, Life Insurance, Investments
Education
Muhlenberg College
BA, French
Natalie Daley's Coventry First, LLC Experience February 2003 - February 2004
Job QA/QC Clerk and Computing Assistant
Industry Aviation & Aerospace
Experience
Teletronics Technology Corporation October 2011 - Present
Brooks Instrument April 2005 - December 2010
Coventry First, LLC February 2003 - February 2004
Skills
Quality Assurance, Quality Control, Outlook, PowerPoint, Microsoft Office, Microsoft Excel, Research, SPC, Calibration, Microsoft Word, Windows, Photocopier, Printers, Office Equipment, Data Entry, Teamwork, Visual Inspection, Mathematics, Documentation
Education
Temple University 1997 — 2001
Bachelor of Arts, Communications
Teletronics Technology Corporation October 2011 - Present
Brooks Instrument April 2005 - December 2010
Coventry First, LLC February 2003 - February 2004
Skills
Quality Assurance, Quality Control, Outlook, PowerPoint, Microsoft Office, Microsoft Excel, Research, SPC, Calibration, Microsoft Word, Windows, Photocopier, Printers, Office Equipment, Data Entry, Teamwork, Visual Inspection, Mathematics, Documentation
Education
Temple University 1997 — 2001
Bachelor of Arts, Communications
Rodney Balazs's Coventry First, LLC Experience 2000 - 2001
Job Territory Sales Representative at Aurora Diagnostics
Industry Pharmaceuticals
Experience
Aurora Diagnostics February 2012 - Present
Pharmaceuticals 2004 - 2012
Coventry First, LLC 2000 - 2001
Skills
Pharmaceutical Industry, Microsoft Office, Strategic Planning, Microsoft Excel, Project Management, Customer Service, GMP, Biotechnology, Pharmaceutical Sales, Clinical Trials, Clinical Research, Marketing Strategy
Education
Indiana University of Pennsylvania 2002 — 2004
Master of Arts (M.A.), Student Affairs and Higher Education
Bloomsburg University of Pennsylvania 1996 — 2000
Bachelor of Science (BS), Business Administration and Management, General
Aurora Diagnostics February 2012 - Present
Pharmaceuticals 2004 - 2012
Coventry First, LLC 2000 - 2001
Skills
Pharmaceutical Industry, Microsoft Office, Strategic Planning, Microsoft Excel, Project Management, Customer Service, GMP, Biotechnology, Pharmaceutical Sales, Clinical Trials, Clinical Research, Marketing Strategy
Education
Indiana University of Pennsylvania 2002 — 2004
Master of Arts (M.A.), Student Affairs and Higher Education
Bloomsburg University of Pennsylvania 1996 — 2000
Bachelor of Science (BS), Business Administration and Management, General
Cara Drago's Coventry First, LLC Experience February 2012 - January 2013
Job Catastrophe Analyst at Guy Carpenter
Industry Insurance
Experience
Guy Carpenter March 2015 - Present
Guy Carpenter January 2013 - Present
Coventry First, LLC February 2012 - January 2013
Coventry First, LLC August 2008 - February 2012
Ameriprise Financial February 2007 - December 2007
Skills
Underwriting, Risk Management, Investments, Insurance, Financial Reporting, Financial Modeling, Financial Analysis
Education
University of Delaware 2004 — 2008
Bachelor of Science, Mathematics, Economics, Business Administration, German
Guy Carpenter March 2015 - Present
Guy Carpenter January 2013 - Present
Coventry First, LLC February 2012 - January 2013
Coventry First, LLC August 2008 - February 2012
Ameriprise Financial February 2007 - December 2007
Skills
Underwriting, Risk Management, Investments, Insurance, Financial Reporting, Financial Modeling, Financial Analysis
Education
University of Delaware 2004 — 2008
Bachelor of Science, Mathematics, Economics, Business Administration, German
Corey McLaren's Coventry First, LLC Experience June 2005 - February 2010
Job Director at Market Access Partners, LLC
Industry Financial Services
Experience
Market Access Partners, LLC April 2014 - Present
Advicent Solutions January 2014 - March 2014
Advicent Solutions November 2012 - January 2014
Coventry Capital Ltd March 2012 - August 2012
Coventry Capital Ltd February 2010 - March 2012
Coventry First, LLC June 2005 - February 2010
Skills
Insurance, Series 63, Securities, Strategic Financial..., Financial Planners, Estate Planning, Alternative Investments
Education
Pennsylvania State University 2001 — 2005
BS, Smeal College of Business
Pascack Hills High School
Market Access Partners, LLC April 2014 - Present
Advicent Solutions January 2014 - March 2014
Advicent Solutions November 2012 - January 2014
Coventry Capital Ltd March 2012 - August 2012
Coventry Capital Ltd February 2010 - March 2012
Coventry First, LLC June 2005 - February 2010
Skills
Insurance, Series 63, Securities, Strategic Financial..., Financial Planners, Estate Planning, Alternative Investments
Education
Pennsylvania State University 2001 — 2005
BS, Smeal College of Business
Pascack Hills High School
Alex Lempiner's Coventry First, LLC Experience December 2002 - October 2014
Job Corporate Counsel
Industry Legal Services
Experience
Rembrandt IP Management, LLC June 2015 - Present
Coventry First LLC December 2002 - October 2014
Milbank, Tweed, Hadley & McCloy LLP July 1997 - November 2002
Skills
Investments, Insurance, Capital Markets, Due Diligence, Securities, Life Insurance, Financial Services, Corporate Governance, Corporate Law, Risk Management
Education
New York University School of Law 1994 — 1997
Doctor of Law (J.D.)
New York University School of Law 1994 — 1997
Doctor of Law (JD)
The Pennsylvania State University 1988 — 1993
Bachelor of Arts (BA), Pre-Law Studies
New York University School of Law
Doctor of Law (JD)
Rembrandt IP Management, LLC June 2015 - Present
Coventry First LLC December 2002 - October 2014
Milbank, Tweed, Hadley & McCloy LLP July 1997 - November 2002
Skills
Investments, Insurance, Capital Markets, Due Diligence, Securities, Life Insurance, Financial Services, Corporate Governance, Corporate Law, Risk Management
Education
New York University School of Law 1994 — 1997
Doctor of Law (J.D.)
New York University School of Law 1994 — 1997
Doctor of Law (JD)
The Pennsylvania State University 1988 — 1993
Bachelor of Arts (BA), Pre-Law Studies
New York University School of Law
Doctor of Law (JD)
Steven Johansen's Coventry First, LLC Experience May 2005 - Present
Job Regional Director at Coventry First, LLC
Industry Insurance
Experience
Coventry First, LLC May 2005 - Present
A.W. Mercer, Inc. July 2001 - May 2005
Education
Shippensburg University of Pennsylvania 1998 — 2001
Bachelor's degree, Marketing
Coventry First, LLC May 2005 - Present
A.W. Mercer, Inc. July 2001 - May 2005
Education
Shippensburg University of Pennsylvania 1998 — 2001
Bachelor's degree, Marketing
Coleen Bogle's Coventry First, LLC Experience May 2001 - January 2004
Job Director of Marketing and Communications at 1st Advantage Mortgage
Industry Financial Services
Experience
1st Advantage Mortgage September 2015 - Present
Guaranteed Rate August 2012 - September 2015
Guaranteed Rate February 2012 - August 2012
Superior Mortgage (Acquired by Guaranteed Rate in Feb 2012) December 2008 - February 2012
Premier Brokerage Services, Inc. March 2004 - May 2008
Coventry First, LLC May 2001 - January 2004
Skills
Email Marketing, Marketing, Marketing Strategy, Event Planning, Marketing Communications, Advertising, Event Management, Copywriting, Account Management, Management, Social Media Marketing, Online Marketing, Facebook, Brand Development, Lead Generation, Leadership, Direct Marketing, B2B, Social Networking
Education
Shippensburg University of Pennsylvania 1997 — 2001
Bachelor of Arts, Communications
1st Advantage Mortgage September 2015 - Present
Guaranteed Rate August 2012 - September 2015
Guaranteed Rate February 2012 - August 2012
Superior Mortgage (Acquired by Guaranteed Rate in Feb 2012) December 2008 - February 2012
Premier Brokerage Services, Inc. March 2004 - May 2008
Coventry First, LLC May 2001 - January 2004
Skills
Email Marketing, Marketing, Marketing Strategy, Event Planning, Marketing Communications, Advertising, Event Management, Copywriting, Account Management, Management, Social Media Marketing, Online Marketing, Facebook, Brand Development, Lead Generation, Leadership, Direct Marketing, B2B, Social Networking
Education
Shippensburg University of Pennsylvania 1997 — 2001
Bachelor of Arts, Communications
Jesse Mc Intosh's Coventry First, LLC Experience 2010 - 2012
Job Network Administrator at Drugscan
Industry Information Technology and Services
Experience
Drugscan March 2012 - Present
Coventry First, LLC 2010 - 2012
CoActiv Capital Partners Inc May 2008 - August 2010
Lincoln Technical Institute August 2002 - May 2008
Skills
Network Administration, Network Engineering, Windows Server 2008, Windows Server 2003, DHCP, DNS, Active Directory, HP EVA, HP Server Hardware, SAN, Firewall Administration, Microsoft Exchange 2007, Microsoft Exchange 2003, Microsoft Exchange, Windows Server, Firewalls, Servers, VPN, XP, Group Policy, Windows 7, Security System Design, Switches, Routers, Backup Exec, Windows XP, Windows Server 2012, Microsoft Office 365..., Hosted Microsoft..., Microsoft Exchange 2013, Hitachi Storage, Sonicwall Firewall, Sonicwall, SonicWALL
Education
Cittone Institute 2001 — 2002
Diploma, Network System Administration
Arcadia University 1995 — 2000
Bachelors of Arts, Biology
Drugscan March 2012 - Present
Coventry First, LLC 2010 - 2012
CoActiv Capital Partners Inc May 2008 - August 2010
Lincoln Technical Institute August 2002 - May 2008
Skills
Network Administration, Network Engineering, Windows Server 2008, Windows Server 2003, DHCP, DNS, Active Directory, HP EVA, HP Server Hardware, SAN, Firewall Administration, Microsoft Exchange 2007, Microsoft Exchange 2003, Microsoft Exchange, Windows Server, Firewalls, Servers, VPN, XP, Group Policy, Windows 7, Security System Design, Switches, Routers, Backup Exec, Windows XP, Windows Server 2012, Microsoft Office 365..., Hosted Microsoft..., Microsoft Exchange 2013, Hitachi Storage, Sonicwall Firewall, Sonicwall, SonicWALL
Education
Cittone Institute 2001 — 2002
Diploma, Network System Administration
Arcadia University 1995 — 2000
Bachelors of Arts, Biology
Jill Furfari's Coventry First, LLC Experience January 2011 - February 2012
Job Senior Financial Analyst at UnitedHealthcare
Industry Financial Services
Experience
UnitedHealthcare May 2012 - Present
Coventry First, LLC January 2011 - February 2012
Coventry First, LLC April 2004 - December 2010
Coventry First, LLC January 2003 - March 2004
Canadian Embassy January 2001 - May 2001
Skills
advanced Microsoft..., Microsoft Access, SQL, Windows/Macintosh OS, Financial Modeling, Data Analysis, Financial Analysis, Insurance, Microsoft Word, Microsoft Office, Access, Process Improvement, Microsoft Excel
Education
Saint Joseph's University 1998 — 2002
Bachelor of Arts (BA), Economics
UnitedHealthcare May 2012 - Present
Coventry First, LLC January 2011 - February 2012
Coventry First, LLC April 2004 - December 2010
Coventry First, LLC January 2003 - March 2004
Canadian Embassy January 2001 - May 2001
Skills
advanced Microsoft..., Microsoft Access, SQL, Windows/Macintosh OS, Financial Modeling, Data Analysis, Financial Analysis, Insurance, Microsoft Word, Microsoft Office, Access, Process Improvement, Microsoft Excel
Education
Saint Joseph's University 1998 — 2002
Bachelor of Arts (BA), Economics
Jodelle Bryan's Coventry First, LLC Experience 2000 - 2012
Job President, Bryan Business Associates, LLC
Industry Financial Services
Experience
Bryan Business Associates, LLC January 2015 - Present
Coventry First, LLC 2000 - 2012
Rhone-Poulenc Rorer September 1998 - November 2000
Skills
Financial Analysis, Auditing, Invoicing, Budget Process, Accounts Payable, Accounts Receivable, Management, Report Writing, Project Coordination, Training, Microsoft Excel, Personnel Management, Monthly Close, Meeting Planning, Research, Procedure Development, Procedure Manuals, Journal Entries, Business Analysis, Telecom Expense..., Purchasing, Collections, Payroll, Sage, QuickBooks, Quicken
Education
State University of New York College at Oneonta 1983 — 1985
Master of Arts (M.A.), History Museum Studies
Franklin & Marshall College 1979 — 1983
Bachelor of Arts (B.A.), American Studies/Anthropology
Bryan Business Associates, LLC January 2015 - Present
Coventry First, LLC 2000 - 2012
Rhone-Poulenc Rorer September 1998 - November 2000
Skills
Financial Analysis, Auditing, Invoicing, Budget Process, Accounts Payable, Accounts Receivable, Management, Report Writing, Project Coordination, Training, Microsoft Excel, Personnel Management, Monthly Close, Meeting Planning, Research, Procedure Development, Procedure Manuals, Journal Entries, Business Analysis, Telecom Expense..., Purchasing, Collections, Payroll, Sage, QuickBooks, Quicken
Education
State University of New York College at Oneonta 1983 — 1985
Master of Arts (M.A.), History Museum Studies
Franklin & Marshall College 1979 — 1983
Bachelor of Arts (B.A.), American Studies/Anthropology