Diamond State Financial Group

Description

Address: 121 Continental Dr #110, Newark, DE 19713 Hours: Open ⋅ Closes 5PM Thursday8:30AM–5PMFriday8:30AM–5PMSaturdayClosedSundayClosedMonday8:30AM–5PMTuesday8:30AM–5PMWednesday8:30AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (302) 366-0366: : : : : Place name: Website: Category: : Website: http://www.dsfg.com/ Category: Financial Planner 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.

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Diamond State Financial Group Employees

Employee
Years
Job
Industry
John Roselle John Roselle Wilmington, Delaware Details
John Roselle's Diamond State Financial Group Experience January 2011 - December 2012
Job Marketing Coordinator at Blue Rock Financial Group
Industry Financial Services
Experience
Blue Rock Financial Group   December 2012 - Present
Diamond State Financial Group   January 2011 - December 2012
Gannett Co., Inc. / The News Journal   August 2008 - January 2011
Gannett Co., Inc. / The News Journal   June 1999 - August 2008
Gannett Co., Inc. / The News Journal   February 1997 - June 1999
Gannett Co., Inc. / The News Journal   September 1983 - February 1997
Gannett, Co., Inc. / The News Journal   November 1980 - September 1983
Gannett, Co., Inc. / The News Journal   December 1978 - November 1980
The News Journal  January 1977 - December 1978
The News Journal  February 1973 - January 1977

Skills
Digital Marketing, IT Management, Business Continuity..., Non-profit Volunteer, Online Marketing, Team Leadership, Telecommunications, Marketing Strategy, Advertising Sales, New Business Development, Media Relations, Sales, CRM, Marketing, Strategic Partnerships, Advertising

Education
University of Delaware - Lerner College of Business and Economics   2009 — 2009
Project Management Certificate Program

University of Delaware

Matthew Henaghan Matthew Henaghan Hockessin, Delaware Details
Matthew Henaghan's Diamond State Financial Group Experience March 2009 - July 2010
Job Owner/Exclusive Agent
Industry Financial Services
Experience
Allstate  July 2010 - Present
Allstate  July 2010 - July 2012
Diamond State Financial Group   March 2009 - July 2010
Ferris Baker Watts  July 2005 - February 2009

Education
University of Delaware   2001 — 2005

University of Delaware   2001 — 2005

University of Delaware - Lerner College of Business and Economics   2001 — 2005

Salesianum

Alysha Soneji Alysha Soneji Newark, Delaware Details
Alysha Soneji's Diamond State Financial Group Experience February 2013 - June 2014
Job Technical Recruiter at DIVERSANT, LLC
Industry Marketing and Advertising
Experience
DIVERSANT, LLC  January 2015 - Present
DIVERSANT, LLC  June 2014 - Present
Diamond State Financial Group   February 2013 - June 2014
Hallmark Cards  July 2010 - April 2014

Education
University of Delaware - Lerner College of Business and Economics   2010 — 2014
Bachelor of Science (BS), Marketing and Operations Managment

Elmer Smith Elmer Smith Plano, Texas Details
Elmer Smith's Diamond State Financial Group Experience June 1989 - April 1991
Job Vice President, Customer Strategy at JCPenney
Industry Retail
Experience
JCPenney  December 2012 - Present
Dell  2009 - December 2012
Bank of America  1991 - 2009
Diamond State Financial Group   June 1989 - April 1991

Skills
P&L Management, Marketing Strategy, Product Development, Business Strategy, Customer Relations, CRM, CRM Integration, Go-to-market Strategy, Strategic Planning, Integrated Marketing, Analytics, B2B, Competitive Analysis, Customer Service, Direct Marketing, Management, Strategic Partnerships, Analysis, Database Marketing, Online Marketing, Customer Insight, Leadership, Strategy, Selling, Business Development, Executive Management, Marketing, People Skills, Enterprise Software, Program Management, Cross-functional Team...

Education
University of Delaware   1985 — 1989
BS, Business Administration (concentration in Finance)

Holly Spier Holly Spier Greater New York City Area Details
Holly Spier's Diamond State Financial Group Experience September 2011 - January 2012
Job Hospitality Coordinator at The Conrad New YorkHilton Worldwide
Industry Hospitality
Experience
The Conrad New York-Hilton Worldwide   October 2012 - Present
The Water Club a signature Hotel by Borgata  June 2012 - October 2012
Vita Nova  October 2010 - May 2012
Diamond State Financial Group   September 2011 - January 2012
Desserts by Dana   September 2011 - December 2011
Innkeeper, Raritan Inn   April 2011 - August 2011
W Hotel Downtown   April 2011 - May 2011
Courtyard by Marriott  September 2010 - December 2010

Skills
Hotels, Hospitality, Restaurants, Food & Beverage, Menu Development, Customer Service, Food, Event Management, Budgets, Time Management, Event Planning, Microsoft Office, Outlook, PowerPoint

Education
University of Delaware   2008 — 2012
Bachelor of Science (BS), Hotel, Restaurant, and Institutional Management, 3.5/4.0

University of Iowa   2011 — 2011
Business Administration and Management, General

Jarrett Morris, CFP®, ChFC®, AIF® Jarrett Morris, CFP®, ChFC®, AIF® Wilmington, Delaware Details
Jarrett Morris, CFP®, ChFC®, AIF®'s Diamond State Financial Group Experience April 2006 - December 2012
Job Partner at Blue Rock Financial Group
Industry Financial Services
Experience
Blue Rock Financial Group   December 2012 - Present
Diamond State Financial Group   April 2006 - December 2012

Skills
Strategic Financial..., Retirement Planning, Financial Advisory, Securities, Financial Services, Estate Planning, Portfolio Management, Finance, Financial Analysis, Financial Planners, FINRA, Insurance, Education Funding

Education
University of Delaware   2000 — 2005

Jacob Yates Jacob Yates Glassboro, New Jersey Details
Jacob Yates's Diamond State Financial Group Experience June 2014 - Present
Job Diamond State Financial Group
Industry Financial Services
Experience
Diamond State Financial Group   June 2014 - Present

Education
Rowan University   2010 — 2013
Bachelor's degree, Finance and Financial Management Services

Nicholas Vali Nicholas Vali Greater Philadelphia Area Details
Nicholas Vali's Diamond State Financial Group Experience 2012 - Present
Job Financial Advisor at Diamond State Financial Group
Industry Financial Services
Experience
Diamond State Financial Group   2012 - Present

Skills
Retirement Planning, Strategic Financial..., Series 7, Estate Planning, Portfolio Management, Financial Planners, Insurance, Wealth Accumulation, Risk Management, Corporate Finance, Economics, Small Business, Wealth Management, Retirement, Investment Advisory, Analysis, Mutual Funds, Asset Allocation, Investment Strategies, Investments

Education
University of Delaware - Lerner College of Business and Economics   1997 — 2002
Bachelor of Science in Business Administration, Marketing/Economics

April Taylor April Taylor Newark, Delaware Details
April Taylor's Diamond State Financial Group Experience March 2015 - Present
Job Experienced Financial Advisor & Author
Industry Financial Services
Experience
Diamond State Financial Group   March 2015 - Present
Wallstreet Playdates   July 2014 - Present
J.P. Morgan   April 2013 - April 2015
Merrill Lynch  June 2012 - July 2013
Fidelity Investments  February 2004 - October 2010

Skills
Series 7, Wealth Management, FINRA, 401k Rollovers, Asset Allocation, Investments, Defined Benefit, Securities, Strategic Financial..., Life, IRAs, Fixed Annuities, 401k, Mutual Funds, Uniform Combined State..., Series 6, Series 63, Retirement Planning, Retirement, Finance, Series 65, Financial Planning, Management, Public Speaking, Financial Services, Leadership, Financial Analysis, Customer Service, Portfolio Management, Risk Management, Insurance, Banking, Estate Planning, Asset Management, Equities, Financial Advisory, Life Insurance, Investment Advisory, Relationship Management, Investment Strategies, Social Media, Small Business, Cash Management, Fixed Income, Credit, Alternative Investments, Disability Insurance, Financial Modeling, Wealth, Microsoft Office

Education
Delaware State University   1999 — 2003
Finance and Banking, Accounting and Finance

Delaware State University   1999 — 2003
Bachelor's degree, Finance and Financial Management Services

Christopher Nonn Christopher Nonn Elkton, Maryland Details
Christopher Nonn's Diamond State Financial Group Experience June 2011 - October 2011
Job owner/operator at concession trailer
Industry Environmental Services
Experience
Old Mailbox Properties llc   June 2014 - Present
concession trailer   August 2013 - Present
Barksdale Nursery   October 2012 - Present
JPMorgan Chase  January 2012 - October 2012
Diamond State Financial Group   June 2011 - October 2011
Sallie Mae  February 2010 - June 2011

Skills
Financial Analysis, Credit, Financial Reporting, Microsoft Office, Customer Service

Education
Salisbury University - Perdue School of Business   2005 — 2009
bs, business management

Ketul Mody, CFP® Ketul Mody, CFP® Greater Philadelphia Area Details
Ketul Mody, CFP®'s Diamond State Financial Group Experience February 2008 - Present
Job Financial Planner at Diamond State Financial Group
Industry Financial Services
Experience
Diamond State Financial Group   February 2008 - Present

Skills
Strategic Financial..., Insurance, Small Business, Retirement Planning, Finance, Financial Services, Business Strategy, Portfolio Management, Retirement, Investments, Wealth Management, Financial Planners

Education
University of Delaware - Lerner College of Business and Economics   2002 — 2006

Brian Theibault Brian Theibault Greater Philadelphia Area Details
Brian Theibault's Diamond State Financial Group Experience 2009 - October 2012
Job Client Service Associate at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase  October 2012 - Present
Diamond State Financial Group   2009 - October 2012
Securian Financial Group  2009 - October 2012
New York Life Insurance Company  2009 - 2009
Bank of America  2007 - 2009

Education
Salisbury University   2004 — 2007
Communications / Marketing

Brandywine   1999 — 2003

Sarah Morehouse Sarah Morehouse Downingtown, Pennsylvania Details
Sarah Morehouse's Diamond State Financial Group Experience May 2015 - August 2015
Job Student at University of Delaware
Industry
Experience
Diamond State Financial Group   May 2015 - August 2015
Target  December 2012 - August 2014

Skills
Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, Leadership, PowerPoint, Strategic Planning, Public Speaking, HTML, Management, Project Management

Education
University of Delaware   2012 — 2016
Bachelor of Science (B.S.), Business Administration and Management, General

Paul Jervey Paul Jervey Wilmington, Delaware Details
Paul Jervey's Diamond State Financial Group Experience July 2009 - February 2012
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones  March 2012 - Present
Diamond State Financial Group   July 2009 - February 2012
New York Life Insurance Company  January 2008 - June 2009
ING DIRECT  June 2004 - August 2008

Skills
Financial Strategies, Wealth Management, Life, Disability & Long..., Leadership, Public Speaking, Customer Service, Team Building, Strategic Planning, Insurance, Risk Management, Financial Analysis, Estate Planning, Microsoft Office

Education
Delaware State University

Mark Schenauer Mark Schenauer New York, New York Details
Mark Schenauer's Diamond State Financial Group Experience June 2010 - July 2011
Job Financial Analyst at Time Inc.
Industry Entertainment
Experience
Time Inc.  August 2015 - Present
PBF HOLDINGS LTD   July 2014 - August 2015
PBF HOLDINGS LTD   July 2013 - July 2014
Northeast Planning Corporation  May 2013 - July 2013
AXA Advisors  June 2012 - May 2013
Diamond State Financial Group   June 2010 - July 2011

Skills
Financial Analysis, Strategic Financial..., Microsoft Excel, Marketing, Economics, Insurance, PowerPoint, Microsoft Office, Social Media, Portfolio Management, Microsoft Word, Analysis, Retirement Planning, Bloomberg Terminal, Strategic Planning, Financial Planners, Risk Management, Team Leadership, Estate Planning, Small Business, Financial Planning, Finance, Mutual Funds

Education
Alfred Lerner College of Business and Economics   2008 — 2012
Bachelor of Science, Finance and Marketing

University of Delaware   2007 — 2011
Bachelor of Science Finance and Marketing, Marketing and Finance

David Pucci David Pucci Greater Philadelphia Area Details
David Pucci's Diamond State Financial Group Experience June 2000 - March 2001
Job President & CEO Valerio Painting & Remodeling, Inc.
Industry Construction
Experience
Valerio Painting & Remodeling, Inc.   January 2011 - Present
David G. Pucci   February 2006 - December 2010
Waddell & Reed  April 2001 - January 2006
Conestoga Ice Hockey Association   September 1999 - May 2001
Diamond State Financial Group   June 2000 - March 2001

Skills
Social Networking, Carpentry, Painting, Renovation, Drywall, Basements, Residential Homes, Faux, Construction, Small Business, Budgets, Real Estate, Contractors, Insurance, Contract Negotiation, Salesforce.com, Construction Management, Finance, Landscaping, New Business Development, Investments, Property Management, Bathrooms, Contract Management, Advertising, Tiles, Strategic Financial..., Asset Management, Marketing, Interior Design, Restoration, Project Planning, Green Building, Flooring, Facilities Management, Marketing Strategy, Interior Architecture, Roofers, Entrepreneurship, Negotiation, Sales, Sales Management, Strategic Planning, Selling

Education
Villanova University   1996 — 1999
B.S., Finance, Marketing

Elmira College   1995 — 1996
N/A, Accounting

Conestoga High School   1991 — 1995
High School Diploma, General

Cardigan Mt School   1988 — 1991

Terry Derr Terry Derr Wilmington, Delaware Details
Terry Derr's Diamond State Financial Group Experience March 1997 - August 1997
Job Director of Attorney Recruiting at Morris, Nichols, Arsht & Tunnell LLP
Industry Law Practice
Experience
Morris, Nichols, Arsht & Tunnell LLP   August 1997 - Present
Diamond State Financial Group   March 1997 - August 1997

Skills
Recruiting, Legal Research, Legal Writing, Litigation Support, Litigation, Corporate Law, Commercial Litigation, Employment Law, Mediation, Document Management, Westlaw

Education
A.I. DuPont High School

University of Delaware
BS

Gregory Carroll Gregory Carroll Newark, Delaware Details
Gregory Carroll's Diamond State Financial Group Experience September 2014 - Present
Job Financial Advisor at Diamond State Financial Group
Industry Financial Services
Experience
Diamond State Financial Group   September 2014 - Present

Education
Loyola University Maryland   1994 — 1997
Bachelor of Education (B.Ed.)

J. Paul Jones, CLTC J. Paul Jones, CLTC Dover, Delaware Area Details
J. Paul Jones, CLTC's Diamond State Financial Group Experience May 2011 - Present
Job Financial Advisor, Diamond State Financial Group
Industry Financial Services
Experience
Diamond State Financial Group   May 2011 - Present
W&J Jones Family Limited Partnership   2003 - Present
Lessard Builders, Inc.   June 2004 - April 2011
Council of Delaware Association of Professional Engineers   2001 - 2009
CABE Associates, Inc.   June 1997 - June 2004
James C. Anderson, Associates, Inc.   1989 - 1996
DNREC  1987 - 1989
Delaware Blue Hen Football Team   September 1972 - December 1974

Skills
Financial Analysis, Retirement Planning, Financial Planners, Insurance, Estate Planning, Small Business, Strategic Financial..., Portfolio Management, Risk Management, Strategic Planning, Economics, Marketing, Microsoft Excel, AAMS, Microsoft Office

Education
University of Delaware   1971 — 1976
BSAG, AG ENGINEERING TECHNOLOGY

Cape Henlopen   1969 — 1971

Shaun Michael Jones, CFS, CFP® Shaun Michael Jones, CFS, CFP® Greater Philadelphia Area Details
Shaun Michael Jones, CFS, CFP®'s Diamond State Financial Group Experience January 2001 - Present
Job Associate Partner | Wealth Manager
Industry Financial Services
Experience
Diamond State Financial Group   January 2001 - Present
Habitat for Humanity Weekend in Sussex County   May 2000 - Present
MBNA America  January 1999 - January 2000

Skills
Retirement Planning, Financial Planners, Estate Planning, Educational Consulting, Strategic Financial..., Risk Management, Financial Analysis, Portfolio Management, Insurance, Small Business, Strategic Planning, Coaching, Project Management, Business Strategy, Mergers

Education
American College   2003 — 2007
Certification, CERTIFIED FINANCIAL PLANNER

University of Delaware   1997 — 2001
Bachelors, Finance, Marketing, Minor in Economics

University of Delaware
Bachelor's Degree, Financice

Kristen Cadillac Kristen Cadillac Greater New York City Area Details
Kristen Cadillac's Diamond State Financial Group Experience January 2010 - September 2010
Job Implementation Consultant TotalSource, ADP
Industry Financial Services
Experience
ADP  July 2014 - Present
New York Life Insurance Company  February 2012 - June 2014
New York Life Investment Management  November 2010 - March 2012
Niagara Conservation  June 2010 - September 2010
Diamond State Financial Group   January 2010 - September 2010

Skills
Spanish, International Business, Management, Customer Service, Financial Services, Retirement Planning, Microsoft Office, Leadership, Lotus Notes, CRM, Accounting, Strategic Planning, Investments, Teamwork, Call Centers, Operations Management, Employee Benefits, Customer Relations, Microsoft Word

Education
University of Delaware - Lerner College of Business and Economics   2006 — 2010
Bachelor of Science, International Business Studies

University of Delaware - Lerner College of Business and Economics   2006 — 2010
Bachelor Science, International Business

Leigh Clouser Leigh Clouser Columbia, South Carolina Details
Leigh Clouser's Diamond State Financial Group Experience March 2015 - August 2015
Job Buyer at C.H. Robinson
Industry Logistics and Supply Chain
Experience
C.H. Robinson   September 2015 - Present
Diamond State Financial Group   March 2015 - August 2015
ISN  June 2014 - August 2014

Skills
Event Planning, Fundraising, Social Media, Public Relations, Facebook, Leadership, Training, Nonprofits, Management, Program Management, Recruiting, Public Speaking, Volunteer Management, Social Media Marketing, Event Management, Microsoft Office

Education
University of Delaware - Lerner College of Business and Economics   2011 — 2015
Bachelor of Science, Management and Marketing; minors in International Business and Advertising

Blessed Trinity Catholic High School   2007 — 2011

David E. Tate David E. Tate Greater Philadelphia Area Details
David E. Tate's Diamond State Financial Group Experience 2015 - Present
Job Financial Advisor at Diamond State Financial Group
Industry Financial Services
Experience
Diamond State Financial Group   2015 - Present
Manor Presbyterian Church   2002 - 2015
New Life Presbyterian Church  1992 - 2001
United States Air Force  1991 - 1992

Skills
Financial Planning, Protection Planning, Retirement Planning, Tax Planning, Estate Planning, Life and Health..., Governance, Public Speaking, Organizational..., Community Outreach, Conflict Resolution, Preaching, Missions, Discipleship, Religion, Pastoral Counseling, Spiritual Direction, Gospel, Youth Ministry, Pastoral Care, Theology, Biblical Studies

Education
Princeton Theological Seminary   2001 — 2004
Fellowship, Pastoral Theology

Westminster Theological Seminary   1989 — 1992
Master of Divinity (M.Div.)

Vanderbilt University   1983 — 1987
BA, Economics and English

Mac Bree Mac Bree Newark, Delaware Details
Mac Bree's Diamond State Financial Group Experience October 2014 - Present
Job Diamond State Financial Group
Industry Financial Services
Experience
Diamond State Financial Group   October 2014 - Present
The Andrew McDonough B+ Foundation   2007 - Present
Wireless Zone - Verizon Wireless Premium Retailer  2012 - 2014
Wireless Zone - Verizon Wireless Premium Retailer  2012 - 2014
Wireless Zone - Verizon Wireless Premium Retailer  2012 - 2014
Diamond State Financial Group   May 2012 - October 2013
Gary's Dewey Beach Grill   2010 - 2013

Skills
Microsoft Word, Microsoft Excel, Customer Service, Recruiting, Leadership, Time Management, Microsoft Office, Networking, Public Speaking, PowerPoint, Social Media, Facebook, Event Planning, Finance

Education
University of Delaware   2010 — 2014

Salesianum

Tej Patel Tej Patel Bear, Delaware Details
Tej Patel's Diamond State Financial Group Experience February 2012 - May 2012
Job Fraud Investigator at Barclaycard
Industry Financial Services
Experience
Barclaycard  March 2015 - Present
Chestnut Run Liquors   May 2014 - March 2015
Diamond State Financial Group   February 2012 - May 2012
DEXSTA Federal Credit Union  August 2010 - September 2011

Skills
Corporate Governance, Derivatives Trading, Econometric Modeling, Foreign Exchange, Stock Market, Forecasting, PowerPoint, Microsoft Excel, Analysis, Microsoft Word, Access, Microsoft Office, Minitab, Symitar, Eviews, Executive Compensation..., Board of Directors..., Bloomberg, Microsoft SQL Server, Microsoft Visio

Education
University of Delaware - Lerner College of Business and Economics   2009 — 2014
Bachelor of Science (BS), Economics, Finance, Graduate

Middletown High School   2005 — 2009
Bachelor of Applied Science (BASc), Business

Joseph Ferrone Joseph Ferrone Greater New York City Area Details
Joseph Ferrone's Diamond State Financial Group Experience September 2014 - November 2014
Job Universal Banker Associate at Flushing Bank
Industry Financial Services
Experience
Flushing Bank  August 2015 - Present
Diamond State Financial Group   September 2014 - November 2014
Enterprise Holdings  June 2014 - August 2014
Aflac  June 2013 - August 2013
The Resnick Druckman Group   December 2011 - February 2013

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Sales, Leadership, Training

Education
University of Delaware - Lerner College of Business and Economics   2011 — 2015
Bachelor of Science (B.S.), Finance, General

Bryan Radcliff Bryan Radcliff Wilmington, Delaware Details
Bryan Radcliff's Diamond State Financial Group Experience August 2012 - Present
Job Financial Advisor at Diamond State Financial Group
Industry Financial Services
Experience
Diamond State Financial Group   August 2012 - Present
European Performance   September 2006 - June 2012

Skills
Retirement Planning, Estate Planning, Risk Management, Portfolio Management, Protection..., Financial Analysis, College Savings Plans, 401k Rollovers, Domestic Partner..., Employee Stock Options, Wealth Accumulation

Education
University of Delaware   2008 — 2012
Bachelor of Science (B.S.), Finance

Jeremy Shaw Jeremy Shaw Greater Philadelphia Area Details
Jeremy Shaw's Diamond State Financial Group Experience June 2009 - August 2009
Job Revenue Cycle Consultant
Industry Hospital & Health Care
Experience
Huron Consulting Group  July 2013 - Present
CareCentrix  October 2014 - February 2015
Huron Consulting Group  February 2011 - June 2013
University of North Carolina at Chapel Hill  August 2006 - April 2011
Diamond State Financial Group   June 2009 - August 2009

Skills
Financial Modeling, Financial Analysis, Data Analysis, Valuation, Microsoft Excel, Analysis, Healthcare, Research, Market Research, Microsoft Office, Healthcare Consulting, PowerPoint, Strategic Planning, Management Consulting, Leadership

Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School   2006 — 2010
Bachelor of Business Administration (BBA)

James Connelly James Connelly Greater Philadelphia Area Details
James Connelly's Diamond State Financial Group Experience January 2014 - February 2014
Job Recent Graduate of the University of Delaware
Industry Financial Services
Experience
Chesapeake Bayhawks  June 2014 - Present
Diamond State Financial Group   January 2014 - February 2014
Krapf Bus Companies  May 2013 - August 2013
Malvern Militia   May 2012 - August 2012
Malvern Preparatory School Lacrosse   March 2011 - June 2011

Skills
Microsoft Office, HTML 5, Public Speaking, Spanish, Swiss German

Education
University of Delaware - Lerner College of Business and Economics   2009 — 2014
Bachelor of Science (B.S.), Marketing

Malvern Preparatory School   2005 — 2009

Patrick Toher Patrick Toher United States Details
Patrick Toher's Diamond State Financial Group Experience June 2014 - October 2014
Job Client Service Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley  June 2015 - Present
Diamond State Financial Group   June 2014 - October 2014
JW's Public House   May 2013 - August 2013
Isabella Visiting Care   May 2012 - August 2012
Locust Valley Chemists Inc   June 2009 - August 2011

Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Microsoft Office 2007, Windows & Mac operating..., PowerPoint, Access, Outlook, Teamwork, Lotus Notes, Windows, Time Management, Data Entry, QuickBooks, Computer Hardware, Economics, Public Speaking

Education
University of Delaware - Lerner College of Business and Economics   2011 — 2015
Bachelor of Science (B.S.), Economics

Chaminade High Scool   2007 — 2011
High School Diploma, Liberal Arts, 88.3

Stephanie Patterson Stephanie Patterson Greater Philadelphia Area Details
Stephanie Patterson's Diamond State Financial Group Experience March 2007 - Present
Job Director of Recruiting at Diamond State Financial Group
Industry Financial Services
Experience
Diamond State Financial Group   March 2007 - Present
ABR Employment Services  September 2003 - June 2006

Skills
Applicant Tracking..., Team Leadership, Portfolio Management, Talent Management, Human Resources, Recruiting, Staffing Services, Analysis, Strategic Financial..., Onboarding, Microsoft Office, Insurance, Financial Analysis, College Recruiting, Internet Recruiting, Estate Planning, Customer Service, Marketing, Small Business, Employee Relations, Employee Benefits, Finance, Resume Writing, Interviews, New Business Development, Talent Acquisition, Job Fairs, Retirement Planning, Social Media, Risk Management, Succession Planning, Strategic Planning

Education
Michigan State University   1996 — 2000
Bachelor's degree, Human Resources and Psychology

Jonathan Bain Jonathan Bain Washington, District Of Columbia Details
Jonathan Bain's Diamond State Financial Group Experience February 2011 - June 2011
Job Production and Analytics Coordinator at The Urban Institute
Industry Think Tanks
Experience
The Urban Institute  December 2014 - Present
PublicRelay  January 2013 - December 2014
PublicRelay  August 2012 - January 2013
PublicRelay  March 2012 - August 2012
HSBC  November 2011 - March 2012
HSBC  July 2011 - September 2011
Diamond State Financial Group   February 2011 - June 2011
United Electric Supply  January 2010 - August 2010
Citi  June 2009 - August 2009

Skills
Social Media, Reporting & Analysis, Analysis, Excel, Power Point, and..., Business Intelligence..., Data Analysis, Microsoft Office, PowerPoint, Microsoft Word, Financial Analysis, Statistics, Social Media Marketing, Public Speaking, Proficiency in French..., Economics, Tableau, SQL, VBA, Google Analytics, SAS, Python

Education
University of Delaware   2009 — 2011
Bachelor of Science, Marketing and Finance

Lehigh University - College of Business and Economics   2007 — 2009
Undecided

Monica Andrews-Eberle Monica Andrews-Eberle Newark, Delaware Details
Monica Andrews-Eberle's Diamond State Financial Group Experience April 2008 - July 2014
Job Customer Service Associate, JPMorgan Chase Private Bank
Industry Financial Services
Experience
Diamond State Financial Group   April 2008 - July 2014
Turner Broadcasting System  April 1998 - December 2001
Adavanced Data Solutions   April 1997 - April 1998
Equifax  January 1992 - April 1997

Skills
Series 7, Life, Accident and..., Project Management, Leadership, Budget Management, Policy and Procedure..., Effective Communicator, Team Development, Exceptional Customer..., Marketing and Sales, Relationship Management, Standards Compliance, Microsoft Office

Education
University of Minnesota-Duluth   1987 — 1991
International/Global Studies

Dean Budd Dean Budd Hockessin, Delaware Details
Dean Budd's Diamond State Financial Group Experience March 2012 - September 2012
Job General Manager at Leffler Energy
Industry Oil & Energy
Experience
Leffler Energy  October 2012 - Present
Diamond State Financial Group   March 2012 - September 2012
Ken's Beverage, Inc.   January 2008 - December 2011
The Coca-Cola Company  April 1997 - December 2007
Matlack Systems Inc   April 1987 - April 1997

Skills
Operations Management, P&L, Budgeting, Team Building, Negotiation, Process Improvement, Customer Relations, Strategic Planning, Logistics, New Business Development, Team Leadership, Business Planning, Account Management, Problem Solving, Continuous Improvement, Cross-functional Team...

Education
University of Delaware   1993 — 1996
MBA, Business Administration and Management, General

University of Delaware   1978 — 1982
Bachelor of Science (BS), Agricultural Economics

Brandywine High

Joshua Shaver, CFP®, ChFC® Joshua Shaver, CFP®, ChFC® Newark, Delaware Details
Joshua Shaver, CFP®, ChFC®'s Diamond State Financial Group Experience July 2007 - Present
Job Field Director and Financial Advisor at Diamond State Financial Group ► Mentor ► Trainer
Industry Financial Services
Experience
Diamond State Financial Group   July 2007 - Present

Education
University of Delaware   2003 — 2007
Bachelor of Science, Business Administration - Finance

Christopher Burgos, CFP®, ChFC®, CFS, AIF® Christopher Burgos, CFP®, ChFC®, CFS, AIF® Greater Philadelphia Area Details
Christopher Burgos, CFP®, ChFC®, CFS, AIF®'s Diamond State Financial Group Experience February 2000 - Present
Job Managing Partner at Diamond State Financial Group
Industry Financial Services
Experience
Diamond State Financial Group   February 2000 - Present
MBNA  September 1997 - January 2000

Education
University of Delaware - Lerner College of Business and Economics   1995 — 1999

Ray Bree Ray Bree Greater Philadelphia Area Details
Ray Bree's Diamond State Financial Group Experience 1989 - Present
Job President, Managing Partner
Industry Financial Services
Experience
Diamond State Financial Group   1989 - Present

Education
University of Delaware - Lerner College of Business and Economics   1974 — 1978
Bachelor of Science, Business Administration

St Marks

St Marks

Jennifer Markle-Dumnich, MBA, NPTI Jennifer Markle-Dumnich, MBA, NPTI Greater Philadelphia Area Details
Jennifer Markle-Dumnich, MBA, NPTI's Diamond State Financial Group Experience June 2000 - June 2001
Job Virtual Franchisee at JuicePlus+
Industry Health, Wellness and Fitness
Experience
JuicePlus+  September 2015 - Present
Body Envy   June 2012 - Present
National Personal Training Institute  October 2012 - November 2013
Arbonne International  September 2011 - October 2013
Van Kampen Investments  February 2006 - June 2010
ING  August 2003 - December 2005
ING  July 2001 - August 2003
Diamond State Financial Group   June 2000 - June 2001
Hilton at Christiana   1998 - 2000

Skills
Investments, Marketing, Sales, Insurance, Public Speaking, Fitness, Nutrition, Financial Services, Leadership, Customer Service, Business Development, Business Strategy, Small Business, Training, Sales Operations

Education
National Personal Training Institute   2012 — 2012
Personal Training

University of Delaware   1999 — 2000
MBA, Finance

University of Delaware   1995 — 1999
B.S., Hotel, Restaurant and Institutional Management

Nicholas Bakerian Nicholas Bakerian Mclean, Virginia Details
Nicholas Bakerian's Diamond State Financial Group Experience June 2010 - November 2011
Job Financial Consultant Assistant at Charles Schwab & Co.
Industry Financial Services
Experience
Charles Schwab  August 2015 - Present
The Ayco Company, L.P., a Goldman Sachs Company   October 2014 - July 2015
Charles Schwab  December 2012 - October 2014
The New Group Consulting   February 2012 - August 2012
Diamond State Financial Group   June 2010 - November 2011
Delaware State Chamber of Commerce  January 2010 - March 2010
Bethany Beach Patrol   May 2007 - September 2009

Education
University of Delaware - Lerner College of Business and Economics   2006 — 2010
Bachelor of Science, Marketing

Salesianum School   2002 — 2006
HS Diploma, College Prep

Jonathan Termonia Jonathan Termonia Greater Philadelphia Area Details
Jonathan Termonia's Diamond State Financial Group Experience June 2005 — Present
Job Financial Planner
Industry Financial Services
Experience
Diamond State Financial Group   June 2005 — Present
United States Air Force Special Operations   July 1997 — January 2004

Education
University of Delaware   2001 — 2005
Bachelor, Finance

University of Delaware   1996 — 2000
Finance and Economics

Dessire Paradis Dessire Paradis Greater Philadelphia Area Details
Dessire Paradis's Diamond State Financial Group Experience January 2001 - November 2001
Job Vice President at BlackRock
Industry Financial Services
Experience
BlackRock  November 2007 - Present
Delaware Investments  2004 - 2007
Kineticom  2003 - 2004
PFPC  November 2001 - June 2003
Diamond State Financial Group   January 2001 - November 2001

Skills
Fixed Income, Bloomberg, Investments, Mutual Funds, Series 63, Equities, Series 7, Alternative Investments, Securities, Finance, Asset Management, Hedge Funds, Financial Analysis, Financial Services, Derivatives, Portfolio Management, Capital Markets, Accounting

Education
La Salle University   2008 — 2011
MBA, Finance

West Chester University of Pennsylvania   1997 — 2001

Andrew Hipple Andrew Hipple Greater Philadelphia Area Details
Andrew Hipple's Diamond State Financial Group Experience 2005 - June 2011
Job Senior Financial Advisor at Lane Bridgers Wealth Management Group
Industry Financial Services
Experience
Lane Bridgers Wealth Management Group   June 2011 - Present
Diamond State Financial Group   2005 - June 2011
Cooper University Hospital  January 2002 - September 2002

Skills
Investments, Insurance, Financial Planners, Finance, Financial Services, Series 7, Small Business, Management, Financial Planning, Wealth Accumulation

Education
University of Delaware - Lerner College of Business and Economics   2001 — 2005

Jason Sellers Jason Sellers Greater Philadelphia Area Details
Jason Sellers's Diamond State Financial Group Experience May 1997 - February 1998
Job Product Implementation & Support at SEI
Industry Internet
Experience
SEI  August 2012 - Present
Albridge, an Affiliate of Pershing  November 2009 - August 2012
Albridge, an Affiliate of Pershing  March 2008 - November 2009
Albridge, an Affiliate of Pershing  March 2006 - March 2008
Rome Properties, Inc.   December 2002 - March 2006
SunGard Data Systems  November 2001 - December 2002
Ameriway Financial Services   August 2000 - September 2001
Diamond State Financial Group   May 1997 - February 1998

Skills
Enterprise Software, Project Management, Business Analysis, SDLC, SQL, Relationship Management, Process Improvement, Mutual Funds, Program Management, Databases, Management, Training, Vendor Management, Software Documentation, Requirements Gathering

Education
University of Delaware   1998 — 2000
MBA, Business Administration

University of Delaware   1993 — 1997
BA, Finance

Rui Du Rui Du Toronto, Canada Area Details
Rui Du's Diamond State Financial Group Experience September 2002 - February 2003
Job Financial System Analyst at Four Seasons Hotels and Resorts
Industry Hospitality
Experience
Four Seasons Hotels and Resorts  January 2012 - Present
Four Seasons Hotels and Resorts  September 2008 - December 2012
Four Seasons Hotels and Resorts  July 2007 - August 2008
Four Seasons Hotels and Resorts, Toronto Canada   September 2006 - July 2007
Honeywell Corporation, Toronto, Canada   November 2005 - January 2006
Genesis HealthCare Corporation  September 2004 - May 2005
EPS (USA) Inc   January 2004 - August 2004
Accenture  March 2003 - August 2003
Diamond State Financial Group   September 2002 - February 2003
Utage Japanese Restaurant   May 2001 - August 2002

Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, PowerPoint, Leadership, Photoshop, Hyperion Planning, Hyperion HFM, Hyperion Financial..., SUN Accounting system, SAP ERP, PeopleSoft Financial, Microsoft Office Visio, Microsoft SQL Server, ASP.NET, QuickBooks

Education
University of Delaware   2003 — 2005
Master's Degree, MIS and Accounting

Stacey Altemus Stacey Altemus Greater Philadelphia Area Details
Stacey Altemus's Diamond State Financial Group Experience March 2014 - Present
Job Financial Wellness Advisor, Wealth Manager, Long Term Care and Life Insurance
Industry Financial Services
Experience
Diamond State Financial Group   March 2014 - Present
Securian Financial Group  2014 - 2015
Connecting Generations  2008 - 2014
WSFS Bank  April 2009 - September 2013
Nationwide Insurance  March 2005 - March 2009
Provident Mutual Life Insurance Co   December 1997 - March 2005
Bank of New York (Delaware)   January 1990 - December 1997

Education
Wesley College
Bachelor of Business Administration (BBA), Highest Honors, 4.0 GPA

University of Delaware
Associate of Arts (A.A.)

Rena Ciupinski Rena Ciupinski Newark, Delaware Details
Rena Ciupinski's Diamond State Financial Group Experience December 2014 - Present
Job Executive Assistant/Client Support at Diamond State Financial Group
Industry Insurance
Experience
Diamond State Financial Group   December 2014 - Present
BenefitMall  June 2008 - Present

Skills
Health Insurance, Employee Benefits, Health Savings Accounts, Insurance, Life Insurance, Term Life Insurance, Underwriting, Group Medical, Disability Insurance, Long-term Care, Multi Tasking, Microsoft Excel, Brokers, Group Insurance, Customer Service

Education
Raritan Valley Community College   1998 — 1999