Elderlife Financial Services
Address: 7529 Standish Pl #300, Rockville, MD 20855 Hours: Open ⋅ Closes 8PM Friday9AM–8PMSaturdayClosedSundayClosedMonday9AM–8PMTuesday9AM–8PMWednesday9AM–8PMThursday9AM–8PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (888) 228-4500Website: : Category: : : : Place name: : : Website: http://elderlifefinancial.com/ Category: Financial consultant 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. Questions & answers Ask a question See all questions (1) Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Elderlife Financial Services Posting publicly on the Web Write a review Reviews"Amazing people to work with." "Would highly recommend this company." "The staff was professional, courteous, thorough, and efficient." View all Google reviews
Elderlife Financial Services List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Elderlife Financial Services. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Elderlife Financial Services Employees
Elderlife Financial Services June 2011 - Present
Progressions Salon and Spa May 2008 - January 2011
Hydros Bottle LLC August 2010 - December 2010
Emdo Entertainment January 2010 - February 2010
Skills
R, SAS, MS Office Suite, Eviews, LaserPro, Salesforce.com, Microsoft Office, Access, Microsoft Word, Event Planning, SPSS, Research, Fundraising, Leadership, Customer Service, Microsoft Excel, PowerPoint, Data Analysis
Education
The George Washington University 2008 — 2012
Bachelor of Science, Economics & Minor in Statistics
St. Paul Academy and Summit School 2005 — 2008
BofI Federal Bank October 2015 - Present
LOANZ, Inc January 2015 - October 2015
Fay Servicing, LLC April 2014 - December 2014
Intus Capital/Performance One Financial November 2013 - April 2014
Performance Home Loans February 2013 - October 2013
Elderlife Financial Services April 2011 - February 2013
ECC Capital Corporation October 2008 - October 2011
Encore Credit Corp February 2002 - February 2007
New Century Mortgage Corporation December 1996 - 2002
Household International September 1988 - December 1996
Skills
Mortgage Lending, Leadership, Loans, Portfolio Management, Finance, Mortgage Banking, Management, Underwriting, Credit, Loan Origination, Real Estate Economics, Strategic Planning, Sales, Executive Management, Loss Mitigation, Funding, Real Estate Financing, FHA, Asset Management, Valuation, Human Resources, Due Diligence, Real Estate, Refinance, Mortgage Underwriting, Banking, Investment Properties, Process Improvement, Risk Management, Residential Mortgages, USDA, Asset Managment, Mergers & Acquisitions, Start-ups, Financial Services, Credit Risk, CRM, Encompass, Salesforce.com...
Education
Cornell College 1985 — 1988
BA, Business, Economics and Psychology
Elderlife Financial Services June 2015 - Present
Indiana University Bloomington August 2012 - Present
Elderlife Financial Services May 2014 - August 2014
Self-Employed May 2010 - August 2013
Helfrich Hills Golf Course August 2008 - December 2008
Skills
HTML, Python, Programming, Microsoft Office, CSS, Management
Education
Indiana University Bloomington 2012 — 2015
Bachelor of Science (BS), Informatics
John A. Logan College 2010 — 2012
General Studies
Sage Age Strategies June 2012 - Present
Elderlife Financial Services 2009 - 2012
Horizon Bay Retirement Living 2006 - 2009
Skills
Social Media Marketing, Marketing Communications, Advertising, Media Relations, Database Marketing, Interactive Marketing, Marketing Strategy, Client Development, Marketing Automation, Web Design, Customer Acquisition, Market Planning, Digital Marketing, Online Marketing, Email Marketing, Direct Mail, Marketing, Leadership Development, SEO, Market Analysis, New Business Development, Market Research, Public Speaking, Online Advertising, Start-ups, Integrated Marketing, Sales Process, Event Planning, Medicare, Direct Marketing, Business Development, Corporate Branding, B2B
Education
Penn State University
Bachelor of Business Administration (B.B.A.), Business with Minor in Marketing
William and Mary
Master of Business Administration (MBA), Business, Management, Marketing, and Related Support Services
Elderlife Financial Services January 2013 - Present
URA August 2011 - August 2012
Barclays Bank May 2007 - August 2011
Skills
Government, Auditing, Accounting, Microsoft Excel, Tax, Microsoft Office, Microsoft Word, Research, Use Tax, PowerPoint, Policy, QuickBooks
Education
CPA USA 2015 — 2016
CPA USA, Accounting and Finance
Edinburgh Business School 2012 — 2015
Master of Business Administration (MBA), Business Administration and Management, Finance & Accounting
ACCA 2008 — 2012
ACCA(UK) (Fundamental and Professional Level) & Advanced Diploma in Accounting & Finance, Accounting and Finance
Makerere University 2003 — 2006
Bachelors In Office & Information Management, Information Resources Management, 1st Class
St. Johns University August 2013 - Present
Elderlife Financial Services June 2014 - August 2014
Elderlife Financial Services June 2013 - August 2013
Bath and Body Workshops May 2013 - June 2013
Skills
Public Speaking, Microsoft Excel, Social Media, English, French, Spanish, Creative Writing, WordPress, Social Networking
Education
St. John's University 2012 — 2016
Journalism, Junior
Randstad USA April 2015 - Present
Randstad USA April 2015 - Present
Baltimore Yacht Club May 2009 - Present
Elderlife Financial Services June 2014 - May 2015
Maryland Conservation Jobs Corps May 2013 - August 2013
Aflac March 2013 - May 2013
Carroll Gymnastics Center 2004 - 2008
Skills
Microsoft Excel, WordPress, Microsoft Publisher, Donor Solicitation, Social Networking, Outlook, Microsoft Word, Communication, Blogging, Blog Marketing, Spreadsheets, Salesforce.com, Customer Service
Education
McDaniel College 2008 — 2012
Bachelor of Arts (B.A.), Communication, General
McDaniel College 2008 — 2012
Bachelor's degree, Communication, General
Elderlife Financial Services September 2011 - Present
Home Instead Senior Care October 2010 - September 2011
Assisted Living Concepts February 2010 - October 2010
Horizon Bay Retirement Living August 2007 - November 2009
Skills
Long-term Care, Elder Care, Home Care, Healthcare, Medicare, Seniors, Case Management, Alzheimer's disease, Team Building, Medicaid, Managed Care, Leadership Development, Training, Case Managment, Strategic Planning, Hospitals, Community Outreach, Retirement Homes, Independent Living, Marketing, Coaching, Market Planning, Lead Generation, Healthcare Management, Healthcare Industry, Account Management, Customer Service, Salesforce.com, Social Networking, Multi Family Properties, Commercial Management, Sales and Marketing, Sales Presentations, Client Presentation, Outstanding time..., Budgets, Leadership
Education
South Plains College 1994 — 1998
Coronado High School 1992 — 1994
Cellular Sales May 2014 - Present
Elderlife Financial Services September 2013 - May 2014
Comcast Cable October 2012 - August 2013
Sprint Nextel August 2010 - October 2012
Skills
Solution Selling, Wireless, Customer Retention, Telecommunications, Direct Sales, Customer Experience, Sales Operations, Mobile Devices, Salesforce.com, Call Centers, Sales Process, Unified Communications, Customer Satisfaction, Managed Services, Account Management, B2B, Cellular Communications, Strategic Partnerships, Sales Management, Customer Service
Education
Tusculum College 2014 — 2016
Bachelor of Business Administration (BBA), Human Resources Management/Personnel Administration, General
Roane State Community College
Associate of Science (A.S.), General Studies
Memory Training Centers of America June 2013 - Present
Elderlife Financial Services May 2012 - June 2013
Resurrection Health Care July 2010 - May 2011
Indiana University December 2005 - August 2009
Skills
Psychology, SPSS, Psychotherapy, Mental Health, Crisis Intervention, Treatment, Counseling Psychology, Social Services, Case Management, Therapists, Clinical Research, Group Therapy, Program Development, Adolescents, Psychological Assessment, Public Speaking
Education
The Chicago School of Professional Psychology 2009 — 2011
Master's degree, Clinical, Counseling and Applied Psychology
Indiana University Bloomington 2005 — 2009
Bachelor's degree, Psychology
Artis Senior Living April 2014 - Present
True Link Financial March 2014 - Present
Elderlife Financial Services January 2000 - October 2012
Independent Research on the fields of Aging and Financial Services for Aging Consumers September 1998 - December 1999
Arthur Andersen LLP August 1997 - August 1998
Skills
Start-ups, Team Building, Healthcare, Strategic Planning, Executive Management, Elder Care, Retirement Homes, Loans, Seniors, Entrepreneurship, Medicare, Leadership, Medicaid, Public Speaking, Nonprofits, Retail Banking, Consumer Lending, Wealth Management..., Real Estate, Due Diligence, Long-term Care, Home Care, Healthcare Management, Mergers & Acquisitions, Marketing Strategy, Managed Care, Small Business, Financial Services, Community Outreach, Program Management, Healthcare Industry, Analysis, Finance, Venture Capital, Healthcare Consulting, New Business Development, Mortgage Lending, Retirement, Banking, Turn Around Management, Financial Structuring, Budgets, Acquisitions, Private Equity, Corporate Development, Investments, Real Estate Economics, Compassion, Credit, Business Development
Education
University of Virginia 1996 — 1997
Master of Science in Accounting, McIntire School of Commerce, (Areas of focus included Accounting, Taxation, and Finance).
George Mason University 1991 — 1996
B.S., Accounting
Elderlife Financial Services 2009 - Present
ECC Capital Corp 2004 - Present
EY 2002 - 2004
Andersen 1993 - 2002
Deloitte 1986 - 1993
Skills
Financial Analysis, Financial Reporting, Valuation, Corporate Finance, Alternative Investments, Capital Markets, Mortgage Lending, Asset Management, Financial Modeling, SEC filings, Credit Analysis, Executive Management, Finance, Mortgage Banking, Underwriting, Restructuring, Portfolio Management, Loans, Investments, Mergers, Managerial Finance, Hedge Funds, Securities, Credit, Business Valuation, Strategic Planning, Strategic Financial..., Risk Management, Private Equity, Mergers & Acquisitions, Due Diligence, Corporate Development, Sarbanes-Oxley Act, Structured Finance, Internal Controls, Investment Banking, Venture Capital, IPO, Accounting, Equities
Education
Pace University - Lubin School of Business 1981 — 1986
Brookdale Senior Living December 2008 - Present
ALFA - Assisted Living Federation of America 2008 - Present
Elderlife Financial Services September 2007 - November 2008
LCOR, INC March 2000 - August 2005
Brookdale Senior Living 1997 - 2000
Vi, formerly known as Classic Residence by Hyatt 1991 - 1996
Skills
Team Building, Strategic Planning, Retirement Homes, New Business Development, Budgets, Customer Service, Marketing Strategy, Negotiation, Healthcare, Account Management, Contract Negotiation, Business Development, Public Speaking, Coaching, Leadership, Entrepreneurship, Long-term Care, Public Relations, Recruiting, Lead Generation, Training, Market Planning, Management, Medicare, Start-ups, Operations Management, Leadership Development, Home Care, Marketing, Event Planning, Social Media Marketing, Employee Relations, Sales Management, Sales, Team Leadership, Sales Operations, Business Planning, Selling, Fundraising, Strategic Partnerships, Strategy, Marketing Communications, Social Networking, Advertising, Healthcare Industry, Executive Management, Online Marketing, Elder Care
Education
University of Kansas 1981 — 1986
BA, Interpersonal Communications
Elderlife Financial Services April 2014 - Present
Roundpoint Mortgage November 2013 - April 2014
New Penn Financial, LLC June 2012 - November 2013
P.K.W. Associates, Inc. July 2011 - June 2012
Morris Hardwick Schneider December 2010 - July 2011
JCM Control Systems, Inc. December 2008 - July 2010
CVS Caremark Corporation April 2006 - July 2010
Helicopter Marketing & Communications January 2010 - June 2010
Skills
Packaging, Customer Relations, PowerPoint, Microsoft Office, Social Media, Document Management, Documentation, Data Analysis, Contract Negotiation, Procurement, Payroll Software, Payment Processing, Client Relationship..., Technical Recruiting, Consultative Selling, Administrative Support, Office Administration, Strategic Planning, Troubleshooting, Legal Research, Legal Writing, Organizational..., Software Documentation, Research, Customer Service, CRM, Recruiting, Administrative..., Training, Mortgage Lending
Education
Towson University 2006 — 2010
Bachelor of Science, Business Administration/Marketing Concentration
Senior Veterans Council June 2015 - Present
Elderlife Financial Services February 2014 - June 2015
Old Line Bank August 2013 - January 2014
NewDay Financial July 2011 - June 2013
Skills
Research, Customer Service, Strategic Planning, Project Management, Public Speaking, Change Management, Social Media, Mortgage Lending, Mortgage Banking, Residential Mortgages, NMLS Licensed, Marketing, Business Development, Creative Strategy, Architectural Design
Education
The Johns Hopkins University 2012 — 2014
Master of Liberal Arts, Liberal Arts and Sciences/Liberal Studies
East Carolina University 1999 — 2003
Bachelor's degree, International Business
Université Paris-Sorbonne 2002 — 2002
Certificat de Langue française, French Studies