Creative Financial Group, an office of MetLife
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Creative Financial Group, an office of MetLife Employees
Creative Financial Group, an office of MetLife November 2009 - Present
The Scotts Miracle-Gro Company March 2009 - August 2009
Education
The American College 2013 — 2014
ChFC Designation
Ursinus College 2005 — 2009
Bachelor of Arts, Business & Economics
Creative Financial Group, an office of MetLife September 1993 - Present
Education
Penn State University 1989 — 1993
Bachlor of Arts, Speech Communication
Creative Financial Group, an office of MetLife March 1982 - Present
Education
University of Delaware 1977 — 1981
BSBA, Marketing Management
The Haverford School 1973 — 1977
Creative Financial Group, an office of MetLife February 2015 - Present
Merrill Lynch February 2008 - February 2015
Skills
Wealth Management, Retirement Planning, Mutual Funds, Insurance, Series 7, Asset Allocation, Investments, Portfolio Management, Series 63, Asset Management, Alternative Investments, Equities, Estate Planning, Securities
Education
Drexel University 2000 — 2004
BS, Accounting
Creative Financial Group, an office of MetLife June 2013 - Present
Creative Financial Group/H. Beck, Inc. April 2010 - June 2013
Guardian Life Insurance November 2008 - December 2009
Nationwide Financial-1717 Capital Management May 2006 - November 2008
Nationwide Financial March 2005 - May 2006
Heather Financial November 1982 - March 2005
Skills
Compliance, Financial Services, Regulatory Requirements, Securities Regulation, Regulatory Compliance
Education
University of Delaware 1976 — 1979
Business Administraton
Brandywine High School 1973 — 1976
Diploma, Honors College Prep
Creative Financial Group, an Office of MetLife June 2008 - Present
Bank of America May 2008 - June 2008
Bank of America June 2006 - May 2008
Bank of America August 2005 - June 2006
Education
Tulane University 2001 — 2005
BSM, Finance & Spanish
Tulane University - A.B. Freeman School of Business 2001 — 2005
BSM, Finance & Spanish
Creative Financial Group, an office of MetLife October 1982 - Present
Skills
Investments, Securities, Estate Planning, Financial Services, Financial Planning, Strategic Planning, Management, Insurance, Leadership, Finance
Education
Temple University 1975 — 1979
Bachelor of Business Administration (BBA), Business Law /Finance
The American College
CHFC
Creative Financial Group, an office of MetLife January 2015 - Present
Creative Financial Group 2000 - December 2014
Education
The American College 2002 — 2007
Financial Planning and Services
St.Joseph's University 1981 — 1984
MBA, Finance
Saint Joseph's University 1971 — 1975
BS, Accounting
Creative Financial Group, an office of MetLife July 1992 - Present
Skills
Strategic Planning, Retirement, Disability Insurance, Leadership, Financial Analysis, Business Succession...
Education
Widener University 1987 — 1990
BS
The American College
Enrolled for the designations of CLU®, ChFc®, CFP®
Creative Financial Group, an office of MetLife September 1994 - Present
Skills
Securities, Investments, Investment Advisory..., Mutual Funds, Finance, Retirement Planning, Customer Service, Team Building, Retirement, PowerPoint, New Business Development
Education
Saint Joseph's University 1987 — 1991
BS, Business Management
Haverford High School 1983 — 1986
Creative Financial Group, an Office of MetLife 2007 - Present
Education
University of Delaware - Lerner College of Business and Economics
Bachelor of Science, Finance, Economics
Creative Financial Group, an Office of MetLife June 2014 - Present
Custom Benefit Plans, Insurance Brokerage January 2013 - June 2014
Asset Management Specialist September 2012 - January 2013
Skills
Marketing Management, Direct Marketing, Insurance, Marketing, Health Insurance, Life Insurance, B2B Marketing, Brokers, Brand Management, Customer Retention, Account Management, Market Planning, PPC, Proposal Writing
Education
Penn State University 2008 — 2012
Bachelor's degree, Marketing
Creative Financial Group, an office of MetLife January 2002 - Present
Creative Financial Group January 2002 - Present
Skills
Retirement, Wealth Management, Retirement Planning, Series 7, Strategic Financial..., Life Insurance, Securities, Customer Service, IRAs, 401k
Education
Rutgers, The State University of New Jersey-Camden
Bachelor of Science (BS), Business Administration and Management, General
College for Financial Planning
Creative Financial Group, an office of MetLife November 2005 - Present
Janney Montgomery Scott September 1995 - September 2005
Carroll-McIlhinney September 1992 - September 1995
Education
Rutgers, The State University of New Jersey-New Brunswick 1986 — 1990
B.S., Politcal Science
St. Joseph's Prep High School 1982 — 1986
Creative Financial Group, an office of MetLife November 2002 - Present
Skills
Retirement, Securities, Mutual Funds, Finance, Insurance, Retirement Planning, Series 7, FINRA, Investments, Financial Services, Leadership, Employee Benefits
Education
Fordham University 1995 — 1999
BS, Finance/Marketing
St. Joseph's Prep 1991 — 1995
Creative Financial Group, an office of MetLife August 2007 - Present
Global Indemnity (Penn America Group/ United National Group) 2005 - 2007
Education
The American College 2013 — 2014
CHFC
Pierce College 2001 — 2005
Bachelor of Science (BS) Finance / Management, Finance / Accounting Management
Cardinal O'Hara
Creative Financial Group, an office of MetLife June 2010 - Present
Education
University of Delaware 2006 — 2010
Finance
Penncrest High School 2002 — 2006
Creative Financial Group, an office of MetLife January 1985 - Present
Education
Temple University
Bachelor of Business Administration (B.B.A.)
The American College
The Chartered Life Underwriter and Chartered Financial Consultant
Creative Financial Group, an office of MetLife October 1975 - Present
82nd Airborne October 1971 - October 1974
Skills
Retirement Planning, Estate Planning, Succession Planning, Life Insurance, Wealth Management, Retirement, Insurance, Investments, Fixed Annuities, Disability Insurance, Securities, Strategic Financial..., Long Term Care Insurance
Education
University of Pennsylvania 1967 — 1971
BS, Business
St. Georges School 1963 — 1967
Creative Financial Group, an office of MetLife June 1987 - Present
Skills
Investments, Asset Allocation, mutual funds, Trading, insurance, Retirement
Education
University of Maryland College Park 1983 — 1987
Bachelor of Science, Life Sciences