First Financial Group
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First Financial Group Employees
Union Legal Trust and Retirement Associates January 2015 - Present
First Financial Group January 2015 - July 2015
AlvaradoSmith APC October 2012 - December 2014
Moxie Pest Services April 2012 - September 2012
Nicks November 2011 - April 2012
Hyatt Newporter August 2010 - September 2011
Skills
Microsoft Word, Microsoft Office, Microsoft Excel, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, Social Networking, Sales
Education
California State University-Long Beach 2006 — 2011
Bachelor of Arts (BA), Communication and Media Studies
St. Andrew the Apostle School January 2013 - Present
Rimkus Consulting Group November 2010 - July 2012
USI Insurance Services January 1999 - December 2005
First Financial Group January 1990 - December 1998
Skills
Project Management, Project Planning, Microsoft Excel, Microsoft Office, Outlook, Microsoft Word, Adobe Acrobat, Insurance, Coaching, Strategic Planning, Customer Service
Education
Delgado Community College
Associate of Arts (AA), Commercial and Advertising Art
Southeastern Louisiana University
Undergraduate Studies, Business Administration and Management, General
First Financial Group 2012 - 2013
Caxton Associates 2005 - 2011
PFPC Global Fund Services 2003 - 2005
Skills
Microsoft Office, Hedge Funds, Public Relations, Sales, Leadership, Bloomberg Terminal, Reuters 3000, PeopleSoft, Microsoft SQL Server, VBA, PAM for Securities, Frontier, MUREX, Syndicated Bank Loans, BI Publisher, CAMRA
Education
Southern New Hampshire University 2013 — 2014
Master of Business Administration (M.B.A.), Accounting, 4.0
Temple University 1998 — 2002
Bachelor's Degree, Finance, 3.2
Hatboro-Horsham 1992 — 1996
High School, Diploma
M. Leahy & Associates January 2014 - Present
Pennsylvania Education for All Coalition (PEAC) November 2014 - Present
PLAN of PA - Foundation July 2013 - Present
Spina Bifida Association of Delaware Valley September 2012 - April 2015
First Financial Group August 2012 - December 2013
VetsFirst February 2009 - October 2013
United Spinal Association July 2005 - October 2013
AHEDD July 2008 - December 2011
Epilepsy Foundation of Eastern PA May 2007 - July 2008
Liberty Resources, Inc. 2004 - 2006
Skills
Social Services, Nonprofits, Social Security..., Life Insurance, SSI, Community Outreach, Public Speaking, Developmental..., Leadership, Mental Health, Government, Special Needs Trusts, Grants, Workshop Facilitation, Training, Disabilities, Program Development, Person Centered Planning, Non-profits, Fundraising, Public Policy, Grant Writing, Program Management, Teaching, Policy, Strategic Planning, Research, Negotiation, Case Managment, Public Relations, Leadership Development, Policy Analysis, Non-profit..., Strategic Communications, Community Organizing, Employment, Disability Services, Counseling, Writing, Board Development, Event Planning, Career Counseling, ADA compliance, Universal Design, Case Management, Community Development, Autism Spectrum..., Intellectual...
Education
Eastern University 2007 — 2009
MS, Non Profit Management
Penn State University 1991 — 1995
BA, Humanities
St. Donato 1977 — 1985
Virginia Commonwealth University
Certified Work Incentive Coordinator
First Financial Group Sr. Account ExecutiveFirst Financial Group of America2001 - Present
Education
Schreiner University 1994 — 1998
Bachelor of Arts (BA), Kinesiology and Exercise Science
Retired 2010 - Present
First Financial Group February 2011 - November 2012
Community Lifeteam Inc August 2008 - December 2010
Keller Williams Realty, Inc. June 2001 - August 2008
ITT Engineered Valves February 1998 - June 2001
Skills
Management, Administration, Sales & Marketing, Supervision, Analytics, Sales, Social Media, Customer Service, Marketing, Leadership, New Business Development, Sales Management, Business Development, CRM, Public Speaking
Education
Lebanon Valley College 1993 — 1997
Bachelor's Degree, Management Science
Cambria-Rowe Business College-Johnstown 1978 — 1979
Associate's Degree, Accounting and Business/Management
Insperity June 2014 - Present
Insperity April 2014 - Present
Insperity October 2013 - February 2014
First Financial Group August 2012 - April 2013
Aon Hewitt August 2011 - May 2012
Aon Hewitt August 2011 - February 2012
Junior Achievement of Houston October 2007 - July 2009
Skills
Taleo, SAP, Microsoft Office, Life & Health Insurance..., Typing, Customer Service, Benefits Administration, Fax, Drafting Correspondence, Phone Etiquette, Switchboard Operator, Insurance, Coaching, Medicare, Health Insurance, Employee Relations, Management, Employee Benefits, COBRA, Training, Recruiting, Call Center
Education
University of Houston-Downtown 2004 — 2008
BBA, Management
Eisenhower High School 1997 — 2000
GAF May 2014 - Present
First Financial Group February 2014 - June 2014
Everlast Roofing March 2012 - January 2014
Tremco July 2009 - April 2012
Ten Thousand Villages June 2008 - July 2009
84 Lumber February 2005 - June 2008
Skills
Strategic Planning, Public Relations, Word, Marketing, Customer Service, Market Research, New Business Development, Event Planning, Marketing Communications, Sales, Marketing Strategy, Microsoft Office, Account Management, Business Development, Negotiation, Training, Non-profits, Construction, Contract Negotiation, Business Strategy, Estimating, Retail
Education
Lock Haven University of Pennsylvania 1998 — 2003
B.S., Business Management
Conestoga Valley
High School/Secondary Diplomas and Certificates
wheatland jhs
Integral Ad Science August 2014 - Present
Rubicon Project November 2013 - July 2014
PulsePoint 2011 - November 2013
Advent Capital Management 2010 - 2011
FGI Risk Services 2009 - 2010
Lincoln Financial Group May 2008 - August 2008
Merrill Lynch March 2008 - May 2008
First Financial Group March 2007 - July 2007
Education
Saint Joseph's University - Erivan K. Haub School of Business 2005 — 2009
Bachelors, Finance / Economics
Schwab Private Client investment Advisory, Inc. May 2013 - Present
FIDELITY INVESTMENTSTOWSON July 2007 - January 2013
First Financial Group June 2005 - July 2007
MONUMENTAL LIFE INSURANCE COMPANYCOLUMBIA January 2002 - June 2005
INTERYATIRIMISTANBUL, TURKEY January 1997 - January 1999
Fortune Consulting January 1996 - January 1997
Skills
Personal Financial..., Financial Statement..., Portfolio Management, Wealth Management, Equity Research, Chartered Financial..., Investment Strategies, Alternative Investments, Asset Allocation, Investment Management, Investments, Investment Advisory, Equities, Asset Management, Mutual Funds
Education
CARROLL GRADUATE SCHOOL OF MANAGEMENT 2001 — 2001
Master of Science, Finance, 3.6
Istanbul Technical University 1992 — 1997
Bachelor of Science (BSc), Industrial Engineering
Capital BlueCross March 2015 - Present
First Financial Group January 2012 - June 2014
GPI Marketing Inc. June 2011 - January 2013
AmerisourceBergen June 2006 - June 2009
Cardinal Health June 2003 - May 2006
Skills
Account Management, Consulting, Negotiation, Program Management, Budgets, Marketing, Team Building, Direct Sales, Customer Service, Leadership, Advertising, Social Media Marketing, Contract Negotiation, Coaching
Education
California University of Pennsylvania 1977 — 1980
Bachelor of Arts
First Financial Group, LLC August 2014 - Present
First Financial Group, LLC May 2013 - Present
First Financial Group May 2013 - August 2013
Kildare Capital, Inc May 2012 - July 2012
Education
Shippensburg University of Pennsylvania 2010 — 2014
Bachelor of Science in Business Administration (AACSB Accredited), Finance, General
University of Economics in Wroclaw 2012 — 2012
International Business
Coleman's Custom Flooring Service May 2011 - Present
First Financial Group November 2013 - June 2014
Kreider Farms June 2006 - August 2010
Skills
Strategic Financial..., Retirement Planning, Life Insurance, Disability Insurance, Retirement, Wealth Management, Insurance, Financial Planners, IRAs, Long-term Care, Health Insurance, Term Life Insurance, Financial Services, Series 7
Education
University of Pittsburgh 2009 — 2013
Bachelor of Science (BS), Actuarial Science
Manheim Central 2005 — 2009
High School Diploma
Royal Alliance July 2012 - Present
First Financial Group February 2006 - June 2012
Skills
Women's Investment..., Women in Transition, Retirement Planning, Investments, Wealth Management, Insurance, Strategic Financial..., Financial Analysis, Public Speaking, Marketing, Personal Financial..., Women's Financial..., Individuals in..., Retirement Income..., Financial Literacy, Financial Consultant, Portfolio Management, College Education..., IRAs/401(k)s/Rollovers, Traditional IRA vs Roth..., Financial Pyramid, Mutual Funds, Disability Insurance, Securities, Small Business, Personal Financial..., Estate Planning, Series 7, Financial Advisory, Retirement, Finance, Financial Education
Education
University of Alabama 2005 — 2006
Master of Science, Consumer Economics
University of Alabama 2001 — 2005
Bachelor of Science, Family Financial Planning and Counseling
Shell Trading July 2015 - Present
Smeal Allocation Board August 2014 - May 2015
Shell Trading May 2014 - August 2014
Nittany Notes August 2012 - December 2013
First Financial Group June 2013 - August 2013
Wall Street Boot Camp January 2013 - May 2013
Penn State Hazleton May 2012 - January 2013
Eagle Rock Resort December 2009 - January 2012
Skills
Event Planning, Sales, PowerPoint, Public Speaking, Microsoft Excel, Time Management, Fashion, Customer Service, Leadership, Teamwork, Social Media
Education
Penn State University 2011 — 2015
Bachelor’s Degree, Finance, 3.89
Hazleton Area High School 2007 — 2011
FIRST Financial Group July 2012 - Present
FIRST Financial Group July 2007 - June 2012
Acxiom 2005 - 2007
Education
Lyon College 2001 — 2005
BA, Economics
Tent Rental Service, LLC June 1994 - Present
Park Avenue Securities October 2009 - September 2010
First Financial Group October 2009 - September 2010
Education
The University of Akron 1991 — 1996
Communications, Broadcasting
Cocalico High School 1988 — 1991
First Financial Group April 2013 - Present
Independent Insurance Producer July 2011 - Present
An Insurance Company July 2010 - December 2011
Nationwide Insurance March 2008 - July 2010
20nine 2009 - 2010
FedEx Ground March 2006 - March 2008
BlockBuster Inc May 2004 - August 2007
Clarion University May 2002 - May 2006
Clarion University November 2002 - May 2005
American Cancer Society 2005 - 2005
Skills
Full-cycle Recruiting, Marketing Strategy, Strategic Communications, Recruitment Advertising, Guerrilla Marketing, Social Networking, Marketing Communications, Email Marketing, Corporate Branding, Creative Concept..., SDLC, Advertising, Fundraising, Social Media, Product Development
Education
The New School 2008 — 2010
Master of Arts, Media Studies and Media Management
Clarion University of Pennsylvania 2002 — 2006
Bachelor of Science, Mass Communication
Federal Occupational Health (FOH) June 2015 - Present
Styled on a Dime May 2006 - Present
CF Services Pharmacy a Walgreens Alliance July 2011 - January 2014
Cystic Fibrosis Foundation Pharmacy September 2010 - June 2011
First Financial Group May 2006 - March 2010
Nelnet February 2006 - May 2006
Skills
Accounts Receivable, Solid computer skills, 10 Key, Account Reconciliation, Microsoft Excel, Microsoft Word, Spreadsheets, Logistic Support, Accounting Research, Access Database, Invoice Processing, Time Management, Accounting, ADP Payroll, General Ledger, Payroll, Invoicing, Lotus Notes, Office Administration, Telephone Skills, Styling, Merchandising, Wardrobe Analysis, Accessorizing, Color Theory, Consulting, Non-profit Volunteer, Data Analysis, Consumer Behaviour, Microsoft Office, Fashion Buying, Mannequin Styling, Fashion History, Fashion Blogging, Administrative..., Training, Payments, Purchase Orders, Visual Merchandising, Administrative..., Customer Service, Fashion, Social Media, Event Management, Fundraising, Event Planning, Nonprofits, Public Relations, Management
Education
Southern New Hampshire University 2014 — 2017
Bachelor of Arts (BA), Retail Management
University of Maryland University College 2011 — 2013
Bachelor of Science (BS), Marketing/Marketing Management, General
Montgomery College 2000 — 2007
Associate of Arts and Sciences (AAS), Business Administration, Management and Operations
Investor's Resource (a branch of Raymond James Financial Services, Inc.) January 2000 - Present
Huntsville-based Financial Institution January 1996 - January 2000
Southern Financial Svcs. March 1993 - January 1996
First Financial Group September 1991 - March 1993
Welch Financial Group January 1989 - September 1991
Skills
Investments, Tax, Public Speaking, Small Business, Strategic Financial..., Business Development, Strategic Planning, Start-ups, Business Planning, Retirement Planning, Business Strategy
Education
College for Financial Planning
Institute of Investment Management Consultants at RJFS
IIMC, Institutional Investment Management Consultant
Business Enterprise Institute
CExP, Certified Exit Planner Designation
Birmingham-Southern College 1985 — 1989
B.S. - Business, Minor degree in English
Organization of American States September 2015 - Present
First Financial Group August 2015 - Present
George Washington University October 2014 - Present
GW UNIVERSITY’S RAMSEY INVESTMENT FUND January 2014 - June 2015
IMPSA ARGENTINA March 2014 - May 2015
George Washington University July 2013 - April 2015
GW Latin American Business Society June 2014 - March 2015
International Monetary Fund October 2014 - October 2014
EDCR CONSULTING - Independent Consulting Practice October 2010 - June 2013
Novartis Pharma AG (Basel, SWITZERLAND) June 2008 - June 2010
Skills
Business Analysis, Financial Analysis, SAS, SQL, Business Intelligence, Financial Modeling, R, Python, Tableau, Market Research, Pricing, Analysis, Management, Int'l Development, Hadoop, SPSS, Crystal Ball, Stata, VBA, .NET, Java, Oracle, EViews, Market Analysis, SAP, Competitive Analysis, Analytics, Strategy, Management Consulting, Finance, Marketing, Investment Banking, Marketing Strategy, Social Media Marketing, Matlab, Spanish, C++, Visual Studio, Business Analytics, Forecasting, Marketing Analytics, Data Warehousing, French, Bloomberg Terminal, Statistics, Project Management, Consulting, JavaScript, HTML, Excel Pivot
Education
The George Washington University - School of Business 2013 — 2015
Master of Business Administration (M.B.A.), Concentration in Finance (Investments & Corporate Finance), Certificate in Data & Business Analytics, GPA: 3.8
Universitat Politècnica de Catalunya 2008 — 2009
Postgraduate Diploma in System Dynamics (Development of Data Analytics Models/Business Intelligence), Analytical Models, Financial Models, Optimization Strategy, Decision Support System, Vensim Software, GPA 4.0
Universidad Nacional Mayor de San Marcos 2002 — 2006
BACHELOR'S DEGREE: Bachelor of Systems Software Engineering (BSc and Professional Engineer's Degree), School of Systems Software Engineering (Computer Science and Engineering), GPA 4.0. Ranked 1st in Class for the 5-year University study program.
Training Center of the Central Bank 2008 — 2008
Graduate Diploma in Finance (Advanced Level), Finance, General
Training Centers of the National Stock Exchange (Bolsa de Valores) and Andes Securities (Sec Broker) 2011 — 2011
Programs for Financial Investment Analysts, Finance. Financial Investment Analysis, Stock Exchange Markets, Bonds, Derivatives & Options Trading
UK's Schools Marcus Evans and Linguarama (Bath and London, UNITED KINGDOM) 2010 — 2010
UK Certificate in Negotiations, Certificate Program for Negotiations and Organizational Leadership
IBM - International Business Machines Corporation 2006 — 2006
Full-time IBM Megatraining Programme 2006, Software Development in Java, IBM's DB2 (databases), SQL, Web Services, RUP, UML (Modeling Language)
The George Washington University 2014 — 2015
Master’s Degree, Master Certificate in Data Analytics (Business Analytics) - Department of Decision Sciences, GPA: 3.8
Bridgeworth, LLC August 2012 - Present
First Financial Group January 2001 - August 2012
Skills
Client Service, Account Service, Administrative, Process Design, Service Team Management
Education
University of Alabama 1993 — 1998
Bachelor of Science (BS)
First Financial Group 1995 - Present
Shingle and Gibb Co. March 1987 - June 1995
Laventhol & Horwath 1981 - 1984
Skills
Insurance, Financial Planning, Investments, Retirement Planning, Estate Planning, Strategic Financial..., Financial Advisory, Investment Advisory, Financial Planners
Education
University of Pennsylvania - The Wharton School 1977 — 1981
Bachelor of Economics, Accounting
First Financial Group 2015 - Present
Mutual of America 2013 - 2015
TD Ameritrade 2009 - 2013
PNC Investments 2007 - 2009
Merrill Lynch 2001 - 2007
Skills
Asset Allocation, Investment Advisory, Financial Planning, Portfolio Management, FINRA, Retirement Plan..., 401k, Series 7, Series 63, Financial Services, Strategic Financial..., Risk Management, Options, Trading, Financial Analysis, Banking, ETFs, Derivatives, Financial Markets, Investment Management, Fixed Annuities, CRPS, Series 65, Variable Annuities
Education
McDaniel College 1997 — 2001
Economics & Business Administration
NTI Group 2009 - Present
First Financial Group July 2005 - September 2009
QVC January 1997 - July 2005
WGAL Channel 8 November 1993 - January 1997
Skills
Music, Marketing Strategy, Advertising, Broadcast, Customer Service, Digital Marketing, Insurance, Leadership, Management, Marketing, Strategic Planning, Television, Video Production, Online Marketing
Education
Art Institute of Pittsburgh
Music Video Business
Clarion University of Pennsylvania
Marketing
DreamTix June 2015 - Present
Fairfax County Government October 2014 - April 2015
First Financial Group August 2010 - September 2012
Foxes Music School April 2010 - August 2010
Chuck Levin’s Washington Music Center August 2009 - March 2010
Edward Jones May 2007 - July 2009
Music & Arts Centers May 2004 - April 2007
KPA Property Management January 2003 - April 2004
Unsung Hero Magazine Virginia/Maryland/DC October 2002 - August 2003
CareFirst BCBS October 2001 - September 2002
Skills
Social Media Marketing, Public Relations, Social Media, Marketing Communications, Event Planning, Event Management, Muse, Business Development, Business, Entertainment, Microsoft Office, Office Management, PowerPoint, Management, Organizational..., Negotiation, Program Management, Nonprofits, Project Management, Public Speaking, Strategic Planning, Government, Leadership, Marketing, Research, Fundraising, Team Building, Project Planning, Proposal Writing, Budgets, Entrepreneurship
Education
Northern Virginia Community College 2013 — 2015
Associate's degree, General Studies
Central High School
High School Diploma, Business Focus
Citizens Bank March 2015 - Present
DexMedia September 2013 - December 2014
1847Financial January 2012 - August 2013
First Financial Group July 2011 - February 2012
GPB Investments Inc. April 2009 - December 2009
Morgan Stanley Smith Barney January 1992 - April 2009
Skills
New Business Development, Marketing Strategy, Marketing Communications, Public Speaking, Advertising, Cold Calling, Customer Service, Finance, Financial Modeling, Financial Services, Investments, Loans, Management, Marketing, Retirement Planning, Sales Management, Social Media, Strategic Financial..., Strategic Planning
Education
La Salle University - School of Business Administration 1976 — 1986
MBA, Finance
Saint Joseph's University 1972 — 1976
B.S., Management/Marketing
First Financial Group April 2010 - Present
Skills
Public Speaking, Customer Service, Microsoft Office, Team Building, Microsoft Word, PowerPoint
Education
Loyola University New Orleans 2005 — 2009
Bachelor of Business Administration (B.B.A.), Finance
Eagle Strategies LLC June 2011 - Present
New York Life Insurance Company May 2011 - Present
New York Life Insurance Company May 2011 - Present
First Financial Group July 2006 - May 2011
DMS International September 2002 - December 2006
Ohashiatsu June 2000 - August 2001
Neuristics February 1998 - April 1999
KPMG US January 1997 - February 1998
The University of Texas at Arlington July 1995 - June 1996
Oklahoma State University August 1994 - May 1995
Skills
Retirement Planning, Estate Planning, Retirement, Investments, Insurance, Securities, Mutual Funds, Small Business, Long Term Care, Long Term Care Insurance, Disability Insurance, Annuities, Employee Benefits, Succession Planning, Term Life Insurance, Fixed Annuities
Education
University of Maryland College Park 1989 — 1994
Ph.d, Mathematics
University of Baltimore 2001 — 2003
MBA, Business Administration
Toler Financial Group June 2012 - Present
First Financial Group March 2001 - June 2012
Midwifery June 1992 - June 2002
Washington Free Clinic July 1989 - December 2000
Mt Rainier Books March 1988 - June 1991
Women's Community Bakery September 1984 - June 1987
Skills
401k Rollovers, Wealth Preservation..., Protection Planning, Estate Planning, Retirement Planning, Employee Benefits, Lifetime Income..., Long-Term Care Insurance, LGBT Planning, Income Protection, Financial Planning, Management, Life Insurance, Wealth Management, Diversity, Nonprofits, Financial Advisory, Mutual Funds, Investments, Long Term Care Insurance, Public Speaking, Strategic Planning
Education
The American College 2009 — 2011
MSFS, Master of Science in Financial Services
Williams College 1980 — 1984
BA
Setai October 2013 - Present
MDM November 2008 - September 2011
MDM March 2008 - November 2008
Sheraton Four Point October 2003 - December 2007
First Financial Group May 2005 - December 2005
Residence Inn August 2002 - November 2003
Marriott Hotels, Courtyard Marriott, Fairfield Inn August 2001 - December 2001
Skills
Hotels, Hospitality, Customer Service, Microsoft Office, Customer Relations, Event Planning, Management, Sales, Budgets
Education
University of Alabama 1999 — 2006
Bachelor of Science, Human Environment Science; Hotel and Restaurant Management
University of Alabama
Master of Science, Human Environmental Science; Financial Planning and Counseling
Touchstone Partners January 2013 - Present
Hopler Pilkinton Associates, Inc. 1993 - January 2013
First Financial Group 2001 - 2012
Virginia Asset Management Companies 1995 - 2001
MedStar Health 1982 - 1992
United States Navy 1971 - 1988
Skills
Wealth Management, Multi-generational..., Strategic Financial..., Business Strategy, Small Business, Estate Planning, HR Consulting
Education
American College 1997 — 2002
ChFC, Financial Services
University of Baltimore 1978 — 1982
BS,BA, Business Administration
Kendall Capital May 2014 - Present
Morgan Stanley November 2008 - May 2014
First Financial Group April 2007 - November 2008
Ameriprise Financial Services, Inc. July 2001 - April 2007
Skills
Financial Planning, Training & Development, Staff Training, Staff Mentoring, Staff Management, Certified Financial..., Series 7, Series 63, Insurance Planning, Investment Strategies, Asset Allocation, Financial Planners, Investment Advisory, Retirement Planning, Wealth Management, Strategic Financial..., Investments, Estate Planning, Finance, Financial Services, Investment Management, Mutual Funds, Wealth Management..., Asset Management
Education
The George Washington University
BS, Business Administration, Management and Operations
Walter Johnson High School
Sio Capital Management LLC April 2015 - Present
First Financial Group October 2013 - April 2015
Saint Joseph's University January 2010 - May 2012
Skills
Research, Social Media, Nonprofits, Public Speaking, Microsoft Excel, Higher Education, Finance, Office Administration, PowerPoint, Marketing
Education
Saint Joseph's University 2007 — 2012
Master of Business Administration (MBA), Finance, General
Loyola University Maryland 2000 — 2004
Bachelor of Arts (BA), Writing and Philosophy
Grey Nun Academy
Mount Saint Joseph Academy
The Podell Group December 2014 - Present
First Financial Group January 1986 - Present
Skills
Public Speaking, Financial Advisory, Member of Corporate RIA..., Series 7 License, Series 7, General Securities...
Education
The American College 1990 — 1996
CHFC, CLU, Financial Services
University of Pennsylvania 1981 — 1984
Individualized Major in American Economic History, American History
MetLife Premier Client Group of Greater Philadelphia January 2015 - Present
Creative Financial Group December 2008 - December 2014
First Financial Group May 2007 - December 2008
Education
The American College 2010 — 2011
Kutztown University of Pennsylvania 2002 — 2006
BSBA, Finance
Thompson Toyota and Scion May 2014 - Present
Synergy Business Networks August 2013 - Present
Network Referral Group June 2013 - August 2013
Account Executive, Printing Industry January 1986 - June 2013
Mortgage Industry September 2003 - November 2005
First Financial Group January 2002 - August 2003
Skills
Editing, Business Development, Customer Service, Public Speaking, Microsoft Office, Radio Broadcasting, Writing, Recruiting, Leadership, Training, Sales, Coaching, Networking, Business Planning, Management, Direct Sales
Education
Towson University 1974 — 1989
Bachelor of Science, Mass Communications, 3.111
Community College of Baltimore County-Catonsville 1972 — 1975
A.A., General Education
Randallstown High 1969 — 1972
H.S. Diploma, College Prep
AFC Mortgage Group, LLC November 1998 - Present
Lynch Real Estate May 2005 - Present
First Financial Group September 1996 - October 1998
Sikorsky Aircraft June 1979 - July 1996
Skills
FHA, First Time Home Buyers, Investors, Residential, Condos, Move Up Buyers, Real Estate, Residential Homes, Home Staging, VA loans, HUD, Townhomes, Refinance, Foreclosures, Mortgage Lending, FHA financing, Investments, Property, Brokerage, REO, New Homes, Income Properties, Relocation, Buyer Representation, USDA, Buyers, Commercial Real Estate, Selling, Negotiation, Sellers, Resellers, Luxury, Investment Properties, Short Sales, Real Estate Economics, Single Family Homes, Real Estate Financing, New Home Sales, Listings, Loans, Property Management, Referrals, ABR, Real Estate Transactions, Loan Origination, SFR, Rentals, Mortgage Banking, Reverse Mortgages, Asset Management
Education
Notre Dame Catholic High School
Sacred Heart University
German Marshall Fund of the United States June 2012 - Present
German Marshall Fund of the United States January 2012 - April 2012
First Financial Group September 2011 - December 2011
Philadelphia 76ers May 2011 - July 2011
Education
American University - Kogod School of Business 2008 — 2012
Bachelor of Science, Business Administration; Management and Finance. Minor Mathmatics
Harriton High School
Weaver & Associates March 2015 - Present
Prestige Concrete Products January 2011 - September 2011
First Financial Group October 2009 - April 2010
SNIDER'S MARTIAL ARTS May 2007 - July 2009
ADAMS POOL SPECIALTIES January 2005 - October 2007
Mission Linen Supply March 2002 - October 2005
Skills
Invoicing, Microsoft Word, Microsoft Office, Customer Service, Marketing, Data Entry, Accounts Receivable, Accounts Payable, Customer Retention, Account Reconciliation, Training, Accounting, Team Building, Program Management, Microsoft Excel, Office Management, Coaching, Telephone Skills, Sales, Event Planning, Credit, Public Speaking
Education
Capella University 2010 — 2016
Ph.D., Clinical Psychology
University of Phoenix, September 2010 2008 — 2010
Masters of Science, Administration of Justice
CSU Sacramento, May 2007
Bachelor's of Science, Criminal Justice
CSU Sacramento, May 2008
Bachelor's of Arts, Psychology
Wings PES Graduate
First Financial Group December 2009 - Present
Office of the Attorney General 2007 - 2007
Education
Howard University 2005 — 2008
BBA, Finance
The New Breed 2012 - Present
United Strategic Apostolic Network January 2010 - Present
Authority of the Believers Ministries, Inc. 2005 - January 2015
JPMorgan Chase 1998 - 2002
BMO Harris Bank 1990 - 1998
Creative Interior Concepts 1988 - 1997
Summers Painting 1982 - 1997
First Financial Group 1987 - 1990
Skills
Published Author, Training, Teaching, Leadership Development, Strategy, Public Speaking, Team Building, Budgets, Social Networking, Entrepreneurship, Organizational..., Negotiation, Coaching, Leadership, Nonprofits, Event Planning, Racial Justice
Education
Missouri Valley College
First Financial Group Financial ServicesMassachusetts Mutual2010 - 2013
Education
Harvard Business School 2000 — 2002
MBA
University of Nairobi
Bsc Elec. Eng
First Financial Group February 2014 - Present
Ferrara Enterprises, LLC 2012 - Present
City of Philadelphia 2012 - 2013
Education
Drexel University
Master of Science (M.S.)
West Virginia University
Bachelor of Arts (B.A.)
Rothenberger Insurance Services LLC July 2013 - Present
Jam On Sound Productions January 2011 - Present
Transamerica 2009 - 2012
First Financial Group November 2008 - August 2009
Skills
Life & Health Insurance..., Customer Service, Financial Analysis, Business Analysis, Process Improvement, Analysis, Property & Casualty..., Health Insurance, Life Insurance, Liability, Umbrella Insurance, Commercial Insurance, Homeowners, Legal Liability, Workers Compensation, Professional Liability, Insurance, Motorcycle, Strategic Financial..., Fixed Annuities, Term Life Insurance, Disability Insurance, Long-term Care, Renters, Financial Planning
Education
Saginaw Valley State University 2001 — 2006
Bachelor of Business Administration (BBA), Finance
Wilson High School West Lawn 1998 — 2001
First Financial Group October 1983 - Present
Lincoln Financial Advisors March 2003 - August 2013
Skills
Retirement Planning, Wealth Management, Asset Management, Portfolio Management, Investments, Investment Advisory, Mutual Funds, Estate Planning, Insurance, Personal Finance, Financial Advisory, Strategic Financial..., 401k, Disability Insurance, Retirement, Small Business, Financial Planners, Life Insurance, Investment Strategies, Finance, Long-term Care, Personal Financial..., Fixed Annuities, Asset Allocation, IRAs, Financial Planning, Annuities, Insurance Planning, Long Term Care, Series 63, Series 65, Series 7, Securities, Wealth, Series 6
Education
University of Alabama at Birmingham 1977 — 1978
Masters of Business Administration, Business Administration
Vanderbilt University 1971 — 1975
Bachelor of Arts, Business, Economics
GS-1341-09(07)Shaw August 2007 - Present
5th Operational Weather Flight August 2007 - Present
Maryland Air National Guard August 1995 - August 2007
First Financial Group December 1999 - November 2001
Skills
Mesoscale Meteorology, Weather Radar, Observation, Imagery Analysis, Operations Management, Training, UAV, GIS Application, Intelligence, Military Operations, Security Clearance, Leadership, National Security, Military Experience, Military, Data Analysis, Emergency Management, Air Force, DoD, Radar, Operational Planning
Education
Towson University 2001 — 2004
Bachelor of Science (BSc), Geographic Information Science and Cartography
The Miller School of Albemarle 1987 — 1993
High School, Vocational High School
Diversified Treatment Alternatives December 2013 - August 2015
First Financial Group October 2013 - December 2013
Eisenhower Institute at Gettysburg College May 2012 - May 2013
Gettysburg College August 2009 - May 2013
Law Offices of Kevin Tanribilir May 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Public Speaking, Windows, Team Leadership, Community Outreach, Social Networking
Education
Gettysburg College 2009 — 2013
Bachelor of Arts (B.A.), Psychology and Political Science
First Financial Group January 2011 - Present
Merrill Lynch January 2010 - November 2010
Bank of America Merrill Lynch March 2009 - December 2009
Skills
Financial Goals, Asset Allocation, Life Insurance, Retirement Planning, Investments
Education
American University - Kogod School of Business 2007 — 2008
Bachelor of Science (B.S.), International Finance
Georgetown University - The McDonough School of Business 2007 — 2007
Business Summer Program
Cambridge Associates January 2015 - Present
Cambridge Associates January 2014 - January 2015
Cambridge Associates August 2013 - January 2014
Cambridge Associates April 2013 - August 2013
Cambridge Associates April 2012 - March 2013
First Financial Group December 2011 - March 2012
George Mason University August 2011 - November 2011
Pine Valley Golf Club May 2011 - August 2011
US Open June 2011 - June 2011
The Creek Club May 2010 - August 2010
Skills
Financial Modeling, Financial Reporting, Financial Analysis, Excel, Financial Management, Cash Flow, Data Analysis, Finance, Managerial Finance, Mergers, Strategy
Education
George Mason University 2010 — 2012
Masters, Business Administration
Virginia Polytechnic Institute and State University 2005 — 2009
B.S, Crop and Soil Environmental Science
UbU Clothing Company January 2004 - Present
UBU Elements/Clothing June 2011 - Present
First Financial Group October 2003 - June 2004
Skills
Sales Management, Budgets, Forecasting, Marketing Strategy, Strategic Planning, Retail, Microsoft Excel, Marketing, Apparel, Merchandising, Pricing, Sales, Product Development, Fashion, New Business Development, Direct Sales, Account Management, Online Marketing, Negotiation, Inventory Management, Trade Shows, Wholesale
Education
Penn State University 1998 — 2003
MBA, Economics
W K Brown Financial Services, Inc. May 2004 - Present
Proplocate Realty August 2005 - January 2011
Ohio National Financial Services January 2005 - January 2011
BancStar Mortgage January 2005 - January 2011
RE/Max Metropolitan Realty May 2008 - December 2010
First Financial Group May 2004 - December 2005
Skills
Financial Planning, Credit, Mortgage, Insurance, Investments, Real Estate, Retirement, Small Business, Accounting, Portfolio Management, Funding, Business Planning, Wealth Management, Financial Analysis, Mutual Funds, Negotiation, Budgeting, Retirement Planning, Tax, Asset Management, Term Life Insurance, Annuities, New Business Development, Employee Benefits, Financial Reporting, Estate Planning, Disability Insurance, Pensions, 401k, Mortgage Lending, Budgets, Fixed Annuities
Education
Florida Agricultural and Mechanical University 2001 — 2004
MBA, Finance
Oakwood College
Business management
Christina Conservancy December 2011 - Present
PNC Wealth Management October 2008 - Present
First Financial Group 2006 - 2008
Skills
Investments, Portfolio Management, Investment Advisory, Wealth Management, Finance, Asset Allocation, Mutual Funds, Investment Strategies, Asset Management, Equities, Alternative Investments, Retirement Planning, Strategic Financial..., Estate Planning, Investment Management, Financial Planning, Banking, Financial Advisory, Fixed Income, Retirement
Education
The American College 2009 — 2011
Certified Financial Planner, Financial Planning and Services
Sussex Technical High School 1990 — 1994
Business
St. Elizabeth
Wesley College
Bachelor of Business Administration (BBA), Business Administration and Management, General
First Financial Group August 2005 - Present
MBNA America May 2003 - November 2004
Eastern Mountain Sports November 1999 - August 2000
Skills
Retirement Planning, Fixed Annuities, 401k, Estate Planning, Disability Insurance, Mutual Funds, Employee Benefits, Investments, Insurance, Pensions, Succession Planning, Annuities, Long Term Care, Alternative Investments, Investment Advisory, Investment Strategies, Retirement, Qualified Retirement..., Small Business..., Retirement Plan..., Retirement Benefits, Retirement Solutions, IRAs, Roth IRA, Traditional IRA, Simple IRA, SEP IRA, Self Directed IRA, Health Insurance, Life Insurance, Term Life Insurance, Long-term Care, Permanent Life Insurance, Whole Life, Variable Life, Variable Annuities, 401k Rollovers, Business Planning, Small Business, Buy-sell Agreements, Buy-Sell, Budgeting, Budgets, Universal Life, Networking, Sounding Board, Business Analysis, Business Strategy
Education
Penn State University 2001 — 2005
Bachelor of Science, Economics
Penn State University
TheInsideLine (Financial Services, Planning & Insurance) February 2007 - Present
Fencing Institute of America-Baltimore January 2002 - Present
First Financial Group June 2008 - December 2010
Liberty Mutual Insurance Company January 2004 - February 2007
Feldstein Grinberg Stein & McKee November 1991 - April 2000
Skills
Life Insurance, Small Business, Retirement Planning, Disability Insurance, Fixed Annuities, Coaching, Retirement, Insurance, Employee Benefits, Financial Services, Health Insurance, Whole Life, Strategic Financial..., Financial Advisory, Long-term Care, Wealth, Training, Term Life Insurance, Finance, Long Term Care Insurance, Financial Planners, Buy-sell Agreements, Strategy, Wealth Accumulation, Fencing Coach, Fencing Referee, Annuities, Retirement Income..., Critical Illness, Group Benefits, Charitable Giving..., Dental Insurance, Buy-Sell Funding, Own Occupation..., Business Overhead...
Education
Duquesne University School of Law 1990 — 1993
Law
University of Pittsburgh School of Medicine 1986 — 1988
Medicine
The Johns Hopkins University 1982 — 1986
B.A., Biophysics
Medical College of Georgia 1981 — 1985
Medicine & Research
Crisp County High School 1979 — 1982
Hersha Hospitality August 2015 - Present
Sterling Investment Advisors, Ltd. January 2011 - May 2015
Wealthcare Capital Management June 2014 - August 2014
First Financial Group June 2009 - December 2010
Skills
401k, Wealth Management, Series 63, Retirement Planning, Estate Planning, Securities, Retirement, Mutual Funds, Investments, Fixed Annuities, Investment Advisory, Alternative Investments, Portfolio Management
Education
Temple University - Fox School of Business and Management 2013 — 2015
Master of Business Administration (MBA), Finance, 3.94
University of Maryland College Park 2005 — 2009
BA, Psychology
Janney August 2013 - Present
First Financial Group January 2010 - August 2013
First Financial Group February 2008 - December 2009
First Financial Group December 2006 - February 2008
Education
Saint Joseph's University - Erivan K. Haub School of Business
MSFS
University of Scranton
Bachelor of Science
Waterfront Fine Homes at Ocean Reef September 2011 - Present
Breakthroughs, Inc January 2008 - Present
Compass Financial Group November 2007 - October 2009
First Financial Group November 1997 - January 2006
Smart Business Advisory & Consulting 2006 - 2006
Skills
Wellness coaching, Prosperity Coaching, Life Coaching, Financial Planning, Business Management
Education
Towson University 1982 — 1985
BSc, Business Adminstration
First Financial Group June 2009 - Present
Ciena Capital, LLC (formerly BLX) June 2006 - September 2008
National Constitution Center 2003 - 2003
Skills
Insurance, Employee Benefits, Retirement Planning, Portfolio Management, Finance, Financial Services, Investment Advisory, Securities, Financial Planners, Strategic Planning, Health Insurance, Business Development, Retirement, Estate Planning, Investments, Disability Insurance, Wealth Management, Financial Advisory
Education
Lafayette College 2000 — 2004
Bachelor of Science, History & Government/Law
EY September 2015 - Present
Saggar & Rosenberg, P.C. January 2015 - August 2015
First Financial Group May 2014 - December 2014
Technuf LLC September 2013 - May 2014
Skills
Accounting, Financial Reporting, Financial Accounting, Financial Analysis, Auditing, Account Reconciliation, Cost Accounting, Financial Statements, Finance, Corporate Finance, Forecasting, Financial Modeling, Payroll, Microsoft Excel, Strategic Financial..., Financial Audits, GAAP, Teamwork, Banking, Budgets
Education
American University 2013 — 2015
Master of Science (MS), Accounting
American University 2013 — 2014
Bachelor's Degree, Financial Management, 3.83
George Mason University 2012 — 2012
Business Administration and Management, General, 3.87
Randstad USA August 2015 - Present
The ESS Group dba AllClear Systems March 2014 - July 2015
First Financial Group May 2013 - March 2014
Lincoln Mortgage Company July 2012 - August 2012
Midlantic Orthopedic Sales May 2011 - August 2011
Midlantic Orthopedic Sales May 2010 - August 2010
Skills
Strategic Financial..., Microsoft Word, Finance, Retirement Planning, Fixed Annuities, Sales, Financial Analysis, Life Insurance, Training, Recruiting, Microsoft Excel, Management, People Skills, Customer Service
Education
Lock Haven University of Pennsylvania 2009 — 2013
B.S., Accounting
Lock Haven University of Pennsylvania 2009 — 2013
Bachelor of Science (BS), Business Administration concentration in Finance & Economics
Higher Ground Financial Group April 2014 - Present
Conquered By Love Ministries May 2011 - Present
Razvi School of Music 2005 - Present
Higher Ground Financial Group April 2014 - December 2014
First Financial Group December 2012 - March 2014
Razvi Farm November 2011 - February 2014
Skills
Music, Music Education, Piano, Composition, Singing, Teaching, Management, Website Development, Small Business, New Business Development, Classical, Songwriting, Pianist, Orchestration, Keyboards, Musical Theatre, Violin, Parenting, Farms, Stand-up Comedy, Business Planning, Entertainment, Ensemble, Songs, Finale, Music Production, Music History, Original Music, Recording, Organic Farming, Web Design, Comedy, Composing, Music Instruction, Adoption, Family Unity, Arranging, Business Management, Studio Recording, Music Technology, Improvisation, Performing Arts, Vocal Performance, Financial Services, Life Insurance, Disability Insurance, Retirement Planning, Estate Planning, Financial Coaching
Education
Oak Brook College of Law and Government Policy 2012 — 2016
Doctor of Law (J.D.)
Liberty Baptist Theological Seminary 2012 — 2014
Master of Divinity (M.Div.), Pastoral Ministries
Thomas Edison State College 2010 — 2011
BA in Music, Music, 4.0
Susquehanna Bank October 2014 - Present
First Financial Group September 2013 - October 2014
A&E Audiology, Inc. September 2003 - December 2009
Worthington Steel May 2008 - August 2008
Ephrata Community Hospital July 2002 - September 2004
Skills
Microsoft Office, PowerPoint, Phone Etiquette, Customer Service, Healthcare Management, Inventory Management, Microsoft Word, Event Planning, Facebook, Public Relations, Public Speaking, Management, Human Resources, Customer Satisfaction, Outlook, Time Management, Marketing, Sales, Social Media
Education
Harrisburg Area Community College 2007 — 2009
Associates of Healthcare Management, Healthcare Administration, 4.0
Lancaster School of Cosmetology 2001 — 2002
Cosmetology Degree, Cosmetology
Ephrata High School 1997 — 2001
High School Diploma, College Prep
SEATEA, Inc (dbs) Cold Stone Creamery April 2008 - Present
FIRST FINANCIAL GROUP January 1982 - 2011
mt sinai hospital 1976 - 1980
Skills
Marketing Strategy, Team Building
Education
Benedictine University 1980 — 1993
TIAA-CREF June 2014 - Present
Greater Philadelphia Veterans Network 2011 - Present
1847 Financial November 2011 - June 2014
CM Whittle Financial 2008 - June 2014
First Financial Group August 2010 - November 2011
Mutual of Omaha January 2009 - 2010
Mutual of Omaha 2000 - 2007
US NAVY 1994 - 1999
Education
The Central High School of Philadelphia
University of Phoenix
BS, Business Management
University of Pittsburgh
Citizens Bank April 2011 - Present
Capital One March 2011 - September 2011
First Financial Group January 2011 - March 2011
PNC Bank May 2008 - June 2010
PNC BANK May 2008 - June 2010
Sovereign Bank March 2004 - January 2008
Skills
Management, Training, Sales, CRM, Leadership, Business Development, Business Analysis, Business Planning, Banking, Relationship Building, Relationship Management, Sales Management, Coaching, New Business Development, Commercial Banking, Customer Service
Education
American University of Beirut 1978 — 1982
BA, Business Admin
American University
Bachelor of Arts, Business Administration
All Around Entertainment March 2011 - Present
LeDae Event Group March 2011 - Present
DataQDirect November 2010 - April 2011
First Financial Group June 2009 - November 2010
Legendary NightLife September 2006 - May 2009
Sesame Place May 2008 - August 2008
Education
University of Delaware - Lerner College of Business and Economics 2005 — 2009
Marketing
Lower Moreland High School 2001 — 2005
First Financial Group 2007 - Present
Triumph Motorcycles America Ltd. August 1997 - October 2004
Education
University of Florida 1992 — 1994
Delaware County Community College 1989 — 1991
AS, Business Management
International Paper July 2015 - Present
International Paper October 2014 - June 2015
International Paper June 2013 - October 2014
International Paper February 2012 - June 2013
International Paper June 2010 - February 2012
Self Employed April 2008 - May 2010
AICHE 2009 - 2010
University of Alabama 2006 - 2010
First Financial Group January 2006 - January 2008
Shirley Powers October 1999 - January 2003
Skills
Process Improvement, Chemical Engineering, Minitab, Process Engineering, Process Optimization, Root Cause Analysis, Management, Lean Manufacturing, Six Sigma, Microsoft Office, Continuous Improvement, Manufacturing, SPC, Pulp, Engineering, SAP, Preventive Maintenance, Troubleshooting, Process Control, Kaizen, 5S
Education
University of Alabama 2006 — 2010
Bachelor of Science, Chemical Engineering
Morgan Stanley January 2014 - Present
Morgan Stanley May 2011 - December 2013
JPMorgan Chase June 2010 - April 2011
First Financial Group March 2009 - May 2010
Morgan, Lewis & Bockius LLP April 2008 - September 2008
Delaware Investments, a member of the Macquarie Group April 2007 - October 2007
Skills
Portfolio Management, Excel, Financial Analysis, Asset Management, Accounting, Banking, Loans, Investments, Securities, Bloomberg, Wealth Management, Retail Banking, Financial Risk
Education
Drexel University - LeBow College of Business 2005 — 2010
BS, Finance
Goldman Sachs May 1999 - Present
ING 1995 - 1999
NRG Options 1989 - 1995
JFR Trading 1988 - 1995
First Options 1990 - 1993
Mercury Trading/ Summit Securities 1988 - 1990
First Financial Group 1987 - 1988
Coopers & Lybrand 1985 - 1986
Options Central 1982 - 1984
Skills
Alternative Investments, Asset Management, Asset Managment, Bloomberg, Bonds, Capital Markets, Clearing, Commodity, Credit Derivatives, Derivatives, Due Diligence, ETFs, Electronic Trading, Emerging Markets, Equities, Equity Derivatives, Equity Research, Equity Trading, FINRA, FX Options, Financial Markets, Financial Modeling, Fixed Income, Hedge Funds, Fund Of Funds, Hedging, Institutional Sales, Investment Banking, Investment Management, Investments, Low Latency, Management, Market Data, Market Making, Middle Office, Options, Portfolio Management, Prime Brokerage, Private Equity, Proprietary Trading, Risk Management, Securities, Securities Lending, Series 63, Series 7, Structured Products, Swaps, Trading, Trading Strategies, Trading Systems
Education
Illinois Wesleyan University 1981 — 1984
Montini Catholic
Mantiques Vintage Items For Men August 2003 - Present
Mantiques August 2003 - Present
TOGETHER WITH THE CHILDREN August 2011 - Present
Baltimore County Government July 2001 - Present
Old Bay Investment Club January 2012 - January 2014
The League for People with Disabilities May 2010 - January 2011
The Maryland School for the Blind April 2005 - April 2007
BNI 1997 - 2006
First Financial Group July 1997 - February 2001
Southern Sign Supply, Inc October 1983 - February 1996
Skills
Connector, Networker, Humoritizor, Fundraising, Public Speaking, Non-profits, Public Relations, Event Planning, Sales, Networking, Business Development, Business Networking, Connectors, Customer Service, Entrepreneurship, Event Management, Leadership, Management, Marketing, Nonprofits, Project Planning, Sales Management, Selling, Social Networking, Small Business
Education
University of Maryland Baltimore 1978 — 1980
MSW
Bowie State University 1975 — 1977
BS
First Financial Group March 2007 - Present
Education
Drexel University - College of Business and Administration
Dale Carnegie
Abich Financial Services December 2008 - Present
American Classic Agency February 2006 - December 2011
First Financial Group January 2003 - October 2005
Skills
Retirement Planning, Life Insurance, Retirement, Long-term Care, Small Business, Estate Planning, Strategic Financial..., Leadership, Finance, Fixed Annuities, Disability Insurance, Financial Advisory, Marketing, Term Life Insurance, Financial Services, 401k, Business Planning, Personal Finance, Mortgage Marketing, Investments, Health Insurance, Series 63, Mortgage Lending, Financial Planners, Long Term Care Insurance, 401k Rollovers, Whole Life, Universal Life, Wealth, Mutual Funds, College Education..., Employee Benefits, IRAs, Wealth Management, Critical Illness, Underwriting, Series 7, Risk Management, Brokers, Guaranteed Lifetime..., Investment Strategies, Portfolio Management, Securities, Retirement Insurance, Wealth Accumulation, General Insurance, Recruiting, Disability Income..., Tax-Free Retirement, Financial Planning
Education
The American College 2012 — 2015
CFP, CLU, ChFC
Liberty University 1997 — 2001
Business Marketing
First Financial Group February 1999 - Present
Brewington&Son 1995 - Present
Skills
Merchandising, E-commerce, Fashion, Online Advertising, Online Marketing, Account Management, Creative Direction
Education
Bloomsburg University of Pennsylvania
Business Administration and Management, General
Americans United for Life September 2015 - Present
First Financial Group May 2015 - July 2015
Morgan Stanley Wealth Management May 2014 - August 2014
Fellowship of Christian Athletes May 2013 - July 2013
Discovery Communications May 2012 - August 2012
Skills
Social Media, Public Relations, Fundraising, Community Outreach, Leadership, Microsoft Excel, Microsoft Office, Social Media Marketing, Event Management, PowerPoint, Press Releases, Teamwork, Marketing, Microsoft Word, Media Relations, Strategic Communications, Public Speaking, Bloomberg Terminal, Managerial Finance, Social Networking, Event Planning, Customer Service, Sales, Photoshop, Twitter, Communication, Finance, Marketing Communications, Nonprofits, Blogging, Investments
Education
High Point University 2011 — 2015
Bachelor’s Degree, Business Administration
Georgetown Preparatory School 2007 — 2011
High School
J.P. Morgan June 2015 - August 2015
MedStar Health May 2014 - August 2014
First Financial Group July 2013 - August 2013
Food Lion May 2013 - August 2013
University of Maryland Medical Center July 2011 - June 2012
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Social Media, Public Speaking, Data Analysis, Statistics, Management, Analysis, Program Management, Leadership
Education
University of Maryland 2012 — 2016
University of Maryland College Park 2012 — 2016
Towson High School 2008 — 2012
University of Maryland Medical Center
First Financial Group June 2015 - Present
Osage Venture Partners September 2013 - March 2014
The Haverford Trust Company August 2012 - April 2013
Marcus & Millichap August 2011 - March 2012
Skills
Financial Analysis, Investments, Microsoft Excel, Microsoft Office, Bloomberg, PowerPoint, Valuation, Public Speaking, Financial Modeling, Analysis, Microsoft Word, Real Estate, Social Media, Market Research, Marketing, Real Estate Development, Event Planning, Strategic Planning, Outlook, Social Media Marketing, Customer Service, Advertising, Salesforce.com...
Education
Drexel University 2010 — 2015
Bachelor of Science (B.S.), Finance
JPMorgan Chase February 2011 - Present
JPMorgan Chase Bank February 2011 - Present
First Financial Group December 2009 - February 2011
First Financial Group/ Mass Mutual December 2009 - February 2011
MetLife/ MetLife Securities June 2007 - December 2009
Met Life June 2007 - November 2009
Stylist Joseph Anthony Hair Salon February 2005 - June 2007
Joseph Anthony Spa 2005 - 2007
The Philadelphia Phantoms Hockey Team August 2003 - February 2005
Comcast-Spectacor 2003 - 2005
Skills
Investments, Series 7, Financial Services, CRM, Press Releases, Banking, Customer Service, Disability Insurance, Series 6, Sponsorship, Retail, Teaching, Long Term Care Insurance, Mutual Funds, Sales, Insurance, Microsoft Office, Leadership, Marketing, Strategic Planning
Education
Penn State University 1999 — 2003
BA, Advertising/ Public Relations
Pennsylvania State University, University Park 1999 — 2003
Bachelor of Arts, Public Relations/Advertising
Garnet Valley High 1995 — 1999
Academic
First Financial Group, LLC October 2014 - Present
Wawa, Inc. May 2014 - November 2014
First Financial Group May 2013 - May 2014
UPS September 2009 - May 2014
UPS July 2010 - February 2013
UPS September 2008 - September 2009
County of Delaware (Fair Acres Geriatric Center) June 2008 - August 2009
Skills
Operations Management, Microsoft Word, PowerPoint, Transportation..., Time Management, Team Leadership, Microsoft Excel, Public Relations, Transportation, Logistics, Microsoft Office, Outlook, Access, Public Speaking, Data Analysis, Social Networking, Strategic Planning, Marketing, Social Media, Facebook, Social Media Marketing, Fast Paced Environment, Microsoft Exchange, Windows, Fundraising, Advertising, Insurance, Business Development, Inventory Management
Education
West Chester University of Pennsylvania 2011 — 2014
Bachelor of Arts (B.A.), Business Management, Cum Laude
Delaware County Community College 2008 — 2011
Associate's degree, Business Administration and Management, General
Lower Merion High School 2004 — 2008
First Financial Group May 1988 - Present
Penn Mutual June 1972 - November 1987
Skills
Fixed Annuities, Strategic Financial..., Insurance, Pensions, Retirement, Disability Insurance, Long-term Care, Life Insurance
Education
University of Pennsylvania - The Wharton School
NC State University April 2015 - Present
NC State University March 2014 - April 2015
NC State University October 2010 - March 2014
First Financial Group August 2010 - October 2010
University of North Carolina at Chapel Hill October 2009 - May 2010
Kaplan Test Prep and Admissions September 2009 - May 2010
McGuinness Law Firm May 2009 - August 2009
Technimark, Inc. May 2008 - August 2008
Skills
Nonprofits, Community Outreach, Higher Education, Student Affairs, Public Speaking, PeopleAdmin, PeopleSoft, Human Resources, Microsoft Office, Adobe Acrobat, Google Docs, PowerPoint, Microsoft Word, Leadership, Microsoft Excel, Time Management
Education
North Carolina State University 2010 — 2014
Master of Public Administration (M.P.A.), Non-Profit/Public/Organizational Management
University of North Carolina at Chapel Hill 2006 — 2010
Bachelor of Arts (B.A.), International/Global Studies and Political Science
Harding Loevner LP May 2015 - Present
First Financial Group May 2014 - August 2014
Raymond James Financial Inc. Wagener-Lee L.L.C. May 2013 - August 2013
Physicians Eye Care Center L.L.C April 2011 - August 2011
T. Rowe Price May 2011 - May 2011
North Oaks Assistant Living Retirement Center June 2009 - September 2009
California Food Bank July 2009 - August 2009
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Equity Research, Data Analysis, Cost Basis, Research, Leadership, Budgets, Time Management, Customer Service, Marketing, Management, Investments
Education
Penn State University 2011 — 2015
The Pennsylvania State University 2011 — 2015
The Smeal College of Business 2011 — 2015
B.A, Finance
McDonogh School 2007 — 2011
Feda Financial July 2014 - Present
FZ February 2013 - Present
State Funding January 2009 - February 2013
First Financial Group July 2008 - November 2009
Keller Williams Realty Boca Raton September 2006 - July 2008
Skills
Loans, Investments, Finance, Credit, Business Development, Business Analysis, Sales Operations, Business Relationship..., Small Business, Business Planning, B2B, New Business Development, Sales, Sales Management, Sales Process, Team Management, Strategic Partnerships, Direct Sales, Selling, Leadership, Account Management, Banking, Entrepreneurship, Strategy, Strategic Planning, Real Estate, E-commerce, Business Strategy, Lead Generation, CRM, Executive Management, Start-ups, Online Marketing, Management, Venture Capital, SaaS, Mergers & Acquisitions, Competitive Analysis, Management Consulting, Business, Consulting, Marketing, Product Management, International Business, Salesforce.com, Funding, Analytics, Financial Services, Portfolio Management, Private Equity
Education
Florida Atlantic University 2002 — 2006
Bachelor of Science (BS), Business
First Financial Group July 2007 - Present
Education
The American College 2010 — 2012
Chartered Financial Consultant, ChFC
Penn State University
Bachelor of Science (B.S.), Finance
Integrated Capital Management September 2013 - Present
First Financial Group March 2012 - September 2013
Park Avenue Securities (Guardian Life Insurance Co.) September 2008 - February 2012
2005 - 2008 PNC Investments / PNC Bank January 2006 - August 2008
Seyler & Associates, Inc March 2002 - December 2005
Mutual of Omaha Companies February 2001 - October 2001
Skills
ETFs, Mutual Funds, Financial Advisory, Investments, Separately Managed..., Series 7, Asset Allocation, Investment Strategies, Investment Advisory, Investment Management
Education
Vermont Academy 1996 — 1998
State University of New York Empire State College
Bachelor of Science - College of Business, Management; Economics - Finance
State University of New York Empire State College
BS, Finance
Schiff Benefits Group, LLC April 2006 - Present
First Financial Group April 2012 - Present
Skills
Insurance, Retirement, Employee Benefits, Life Insurance, Strategic Financial..., Executive Pay, Financial Services, Estate Planning, Sales Management, Retirement Plan..., Deferred Compensation, Fixed Annuities, Securities, Pensions, Retirement Planning, Disability Insurance, Mutual Funds, Series 63, Finance, Long Term Care Insurance, Financial Advisory, Long-term Care, Term Life Insurance, Wealth Management, Health Insurance, Team Leadership, Sales Process, Defined Benefit, Management, Series 6, IRAs, Series 7, FINRA, Campaign Development, Campaign Management, Executive Compensation, Balance Sheet Review, Compensation Structures, Campaigns, Retirement Income..., Compensation Structure..., BOLI
Education
American College 1992 — 1996
CLU, Insurance
Tulane University 1985 — 1989
BA, Economics
University of Pittsburgh 1987 — 1987
NA, International Affairs
Tabor Academy 1981 — 1985
HS Diploma, General Studies
Pacific Advisors January 2015 - Present
Hatch Early Learning September 2013 - December 2014
CoStar Group October 2012 - September 2013
CoStar Group March 2012 - September 2012
First Financial Group March 2011 - January 2012
Skills
Wrestling, Account Management, Qualifying Prospects, Sales Process, Salesforce.com, Cold Calling, Lead Generation, New Business Development, Business Development, Marketing Strategy, Sales, Direct Sales, Leadership, Sales Presentations, CRM, Marketing, Customer Service, Management
Education
Messiah College 2006 — 2010
Bachelor of Business Administration (BBA), Business Leadership
Messiah College 2006 — 2010
Bachelor of Arts (B.A.), German Language and Literature
athenahealth January 2015 - Present
RazorInsights May 2014 - Present
First Financial Group October 2013 - January 2014
CPSI April 2012 - March 2013
Skills
Microsoft Excel, Account Management, Sales, CRM, Direct Sales, Sales Process, Customer Service, Sales Management, Marketing, Management, Sales Operations, Solution Selling, SaaS, Business Development
Education
University of South Alabama 2008 — 2011
BSBA, Marketing
Loyola University New Orleans
First Financial Group September 2012 - Present
AG Edwards and Sons Incorporated September 2004 - October 2007
Loomis Fargo Pensacola February 2004 - May 2004
City Employees Credit Union Corpus Christi December 2002 - September 2003
Fidelity Investments February 2000 - August 2002
Skills
Customer Service, Management, Insurance, Leadership, Recruiting, Public Speaking, Training, Employee Benefits, Strategic Planning, Team Building, Team Leadership, Research, Program Management, Marketing
Education
Texas A&M University 1995 — 1999
Bachelor of Business Administration, Marketing
Hearst Digital Media January 2015 - Present
Cella Consulting June 2010 - Present
Cella Consulting March 2013 - December 2014
First Financial Group September 2007 - June 2010
University of Maryland, Living & Learning Program July 2005 - September 2007
Skills
Business Development, Networking, Marketing, Event Planning, Marketing Communications, Social Media Marketing, Project Management, Market Research, New Business Development, Account Management, Consulting, Public Relations, Event Management, Team Building, Integrated Marketing, Customer Service, Microsoft Office, Sales, Coaching, Business Strategy, Recruiting, Interviews, Management, Salesforce.com, Leadership
Education
Hammond High School
University of Maryland College Park
B.A., Philosophy, Leadership
First Financial Group June 2013 - April 2014
Northwestern Mutual December 2011 - June 2013
Skills
Wealth Management, Financial Modeling, Financial Analysis, Investments, Strategic Financial..., Series 63, Retirement Planning, Marketing, Mutual Funds, Finance, Securities, Microsoft Office, Customer Service, Microsoft Excel, Series 7, Budgets, Strategic Planning, Retirement, Insurance
Education
The Ohio State University 2006 — 2011
Bachelor of Science in Business Administration, Finance
Adventures In Golf 1996 - Present
Great Adventure 1989 - Present
Central Trust & Investment Company 2003 - 2008
Land Financial Group 1986 - 1989
Merrill Lynch 1985 - 1986
First Financial Group 1985 - 1985
Edward Jones 1983 - 1985
Skills
Strategic Planning, Business Development, Risk Management, Strategic Financial..., Project Management, Economics, Marketing Strategy, Golf Instruction, Sales, Management, Leadership, Marketing, Collaborative Work, CRM, Program Management, Retirement Planning, Analysis, Estate Planning, Financial Analysis, Entrepreneurship, Coaching, Banking, Investments, Collaboration, Wealth Management, Insurance, Finance, Nonprofits, Customer Service, Public Speaking, Strategy, Selling, New Business Development, Economics of Abundance, Collaborative Systems, Adaptive Wealth..., Financial Planning and..., Risk Mitigation, Collaborative Business..., Great Adventure Design..., Balance from the Target...
Education
University of Missouri-Saint Louis 1981 — 1983
Bachelor of Science, Business Administration, Finance
Washington University in St. Louis 1981 — 1981
Mechanical Engineering
Duke University 1979 — 1980
Mechanical Engineering
Cannon Financial Institute
Advanced Wealth Strategies - 2007
Landmark Education
Parkway Central High School - Class of 1979
Professional Licensures
The School for Extraordinary Golf - 1994
First Financial Group 1990 - Present
Skills
Long Term Care Insurance, Insurance, Disability Insurance, Portfolio Management, Financial Planners, Term Life Insurance, Life Insurance, Fixed Annuities, Retirement Planning, Financial Services, Health Insurance, Employee Benefits, Business Planning, Retirement, Long-term Care, Whole Life
Education
The American College 1984 — 2003
CLU, ChFC, CASL, Insurance & Financial Services
Saint Joseph's University 1968 — 1972
BS, Business Administration
Bridgeworth, LLC February 2015 - Present
Warren Averett Asset Management June 2000 - February 2015
First Financial Group June 1990 - January 2000
Skills
Investment advisor, Investment Management, Financial Planning, Estate Planning, personal risk management
Education
Samford University 1986 — 1990
B.S., Finance
College for Financial Planning 1991 — 1993
CFP, Financial Planning
John Overton High School 1982 — 1986
BNY Mellon Wealth Management December 2013 - Present
First Financial Group March 2012 - January 2014
Kappa Sigma, Alpha Chapter January 2011 - September 2011
Emory University May 2008 - September 2011
Emory Water Polo 2008 - 2011
Vector Marketing May 2008 - September 2008
Skills
Analysis, Insurance, Budgets, Marketing Strategy, Microsoft Office, Finance, Microsoft Excel, Data Analysis, Leadership, Microsoft Word, Sales
Education
Emory University 2008 — 2011
Minor, Comparative Literature
Emory University 2008 — 2011
Bachelor of Science, Environmental Science
William Penn Charter
High School Diploma
Azabu Innovations, LLC. October 2011 - Present
First Financial Group January 2011 - January 2012
Democratic National Committee September 2008 - November 2008
Skills
Wealth Management, Retirement Planning, Series 7, Wealth Accumulation
Education
Boston College 2006 — 2010
BA, Economics
The MILE Group- Marketing & Business Growth Consultants 2008 - Present
ClassiKO June 2007 - July 2010
First Financial Group April 2002 - June 2007
North American Title 1983 - 2002
KMPG 1975 - 1980
Skills
Social Media Marketing, Marketing Strategy, Mobile Marketing, Online Marketing, Entrepreneurship, Strategy, Facebook Marketing, Web Marketing, Small Business, Management, Competitive Analysis, Email Marketing, Brand Development, Business Development, Reputation Marketing, Business Growth..., Lead Generation, Online Reputation..., Facebook, Mobile Devices, Business Strategy, Small Business Online..., Fundraising, Strategic Financial..., Business Planning, Monetizing Databases, Viral Marketing, Creation & Management..., Financial Analysis, Medical marketing, Marketing, Online Advertising, Advertising, Digital Marketing, Social Media, New Business Development
Education
AICPA
CPA License, Auditing, Consulting, Public Accounting
Florida State University - College of Business
Macc, Business and Accounting
Bell's Brewery inc. May 2015 - Present
Muller, Inc. January 2013 - April 2015
Muller, Inc. January 2012 - January 2013
Muller, Inc. November 2010 - January 2012
Belvedere Restaurant Group January 2009 - October 2010
First Financial Group August 2007 - December 2008
Skills
Beer, Customer Service, Strategic Planning, Marketing Strategy, Business Planning, Social Media, Forecasting, Strategy, Inventory Analysis, Customer Relations, Project Portfolio..., Catagory Management, Craft Beer, Account Management, Training, Sales, Market Research, Competitive Analysis, Brand Development, Brand Management, Budgets, Market Analysis, Market Planning, Marketing, Retail, Business Development, New Business Development, Sales Management, Social Media Marketing, Management, Sales Operations, Event Management, Strategic Partnerships, Selling, Product Development, Leadership, Public Relations, Pricing, Team Building, Pricing Strategy, Key Account Development, Purchasing, Marketing Management, Portfolio Management, Analysis, Product Marketing, Event Planning, Key Account Management, Inventory Management, Microsoft Office
Education
Franklin & Marshall College 2002 — 2007
BA, Government
William Penn Charter School 1990 — 2002
Building Winning Teams July 2010 - Present
Maryland Correctional Institution for Women July 2010 - May 2012
The PowerExcel Foundation, Inc January 1989 - June 2010
First Financial Group September 1981 - September 1992
Skills
Entrepreneurship, PowerPoint, Management, Event Planning, Employee Relations, Executive Coaching, Social Media Marketing, Public Relations, Marketing Communications, Social Media, Alternative Dispute..., Educational Leadership, Team Management, National Speaker, Team Building
Education
University of Northern Colorado 1979 — 1982
MA, Science Education and the Earth Sciences
Washington College 1963 — 1965
Bachelor of Arts (B.A.), English Language and Literature, General
Catonsville Community College 1958 — 1963
Associate of Arts (AA), English Language and Literature, General
FFG First Fiduciary Consulting February 2017 — Present
PSA Financial / United Capital Jan 2013 — February 2017
First Financial Group 1992 — 2013
Skills
Retirement Plan 3(21) Fiduciary Advisor, Wealth Advisor, Educator and Public Speaker
Education
Loyola College in Maryland 1985 — 1989
Bachelor of Science, Finance
Fallston High School 1981 — 1985
General College Preparatory Studies
Consolidated Planning, Inc. December 2011 - Present
First Financial Group January 2011 - August 2011
Kissinger Financial Services, Inc. June 2007 - January 2011
Skills
Strategic Financial..., Strategic Planning, Project Management, Financial Modeling, Financial Analysis, Retirement Planning, Cash Flow, Case Analysis, Case Managment, Risk Management, New Hire Training, Hands-on Training, Process Efficiency, Teamwork, Life Insurance, Investments, Wealth Management, Financial Services, Microsoft Excel, PowerPoint, Cost Basis Reporting, Employee Benefits, Financial Statements, Finance, 401k, Retirement, 401k Rollovers, Series 6, Investment Strategies, Income Protection, Personal Financial..., Wealth Preservation..., Savings, Licensed Life, Whole Life, Debt Management, Education Funding, Financial Planning
Education
University of North Carolina at Wilmington 2005 — 2007
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
The Community College of Baltimore County 2003 — 2005
Elon University 2002 — 2003
Synergy Financial Group May 2004 - Present
TermInsurance.com January 2004 - Present
First Financial Group January 1989 - April 2004
Education
The American College
ChFC
Indiana University of Pennsylvania 1982 — 1986
BS, Finance
Calvert Hall HS 1978 — 1982
The American College
CLU
AARP October 2011 - Present
Hispanic Committee of Virginia 2005 - June 2012
First Financial Group January 2009 - August 2011
Integral, LLC October 2007 - December 2008
Fannie Mae July 2004 - June 2007
Verizon July 1999 - July 2004
Global One October 1996 - July 1999
Skills
Market Analysis, Profitability Analysis, Strategic Planning, Market Research, Program Management, Product Management, Project Management, Product Development, Business Case, Fundraising, Return on Investment, Competitive Assessment, Strategy, Business Strategy, Marketing, Budgets, Segmentation, Forecasting, Non-profits, Strategic Partnerships, Financial Services, Competitive Analysis, Management, Leadership, Nonprofits
Education
Georgetown University - The McDonough School of Business 2000 — 2002
MBA, International Business
Liberty University 1987 — 1991
BS, Marketing
Burke Institute
Burke Institute
Burke Institute
First Financial Group April 2007 - Present
Education
University of Maryland College Park 2004 — 2006
Fair Lawn High School
First Financial Group December 2011 - Present
Northeast Planning Corporation January 2005 - December 2011
METLIFE September 1988 - February 1996
Skills
Retirement Planning, Employee Benefits, Insurance, Team Building, Leadership, Financial Services, Risk Management, Wealth, Finance, Business Development, Talent Management, Term Life Insurance, Underwriting, Entrepreneurship, Recruiting, Wealth Management, Life Insurance, Equity Indexed Annuities, Securities, Financial Planners, Series 63, Long Term Care Insurance, Succession Planning, Small Business, Investment Advisory
Education
Chestnut Hill College 1983 — 1987
BS, Psychology
Holy Cross High School 1979 — 1983
HS, Preparatory
HealthSouth Rehabilitation Hospital of York August 2003 - Present
First Financial Group June 1996 - August 2003
Skills
Pediatrics, Acute Care, Speech Therapy, Inpatient, Dysphagia, Traumatic Brain Injury, Hospitals, Language Disorders, Treatment, Healthcare, Aphasia, Rehab, CPR Certified, Rehabilitation
Education
Towson University 2001 — 2003
Master of Science (M.S.), Speech-Language Pathology/Pathologist
Towson University 1998 — 2001
Bachelor of Science (B.S.), Speech-Language Pathology/Pathologist
Towson University 1998 — 2001
Bachelor of Science (B.S.), Psychology
First Financial Group March 2008 - Present
Graham Packaging 2004 - 2007
Owens-Illinois 1997 - 2007
Education
Bellevue University 1995 — 1996
Master Arts, Business
United States Naval Academy 1983 — 1987
First Financial Group June 1981 - Present
John Hancock 1979 - May 1981
Skills
Long Term Care Insurance, Disability Insurance, Life Insurance, Retirement Planning, 401k Rollovers, 529 Plans, Investment Strategies, Special Needs Planning, Roth IRA, Strategic Financial..., Estate Planning, Mutual Funds, Term Life Insurance, Finance, Securities, Insurance, Investments, Financial Planning, Investment Advisory, Retirement, Financial Services
Education
American College, Bryn Mawr 1992 — 2008
CLU, ChFC, Professional Designations
The University of the Arts 1976 — 1979
Interior Design
Penn State University
BA, Communications (Advertising)
First Financial Group April 2011 - Present
Joint Service Academy Network Group 2010 - 2014
Joint Service Academy Network Group 2010 - 2014
New York Life Insurance Company January 2009 - April 2011
Small Business Owner, Advanced Safety Technologies January 2008 - January 2010
Saxon Mortgage, A Morgan Stanley Company 2006 - 2008
Fremont Investment and Loan 2003 - 2006
U.S. Naval Academy Foundation 1976 - 1980
Skills
Retirement, Insurance, Long-term Care, Business Planning, Fixed Annuities, Employee Benefits, Retirement Planning, Risk Management, Small Business, Finance, Succession Planning, Management, Portfolio Management, Strategic Financial..., Project Management, Business Development, New Business Development, Credit, Business Strategy, Account Management, Strategic Planning, Mutual Funds, Investments, Disability Insurance, Mergers & Acquisitions, Estate Planning
Education
Johns Hopkins University, Telecommunications Management, 2003 — 2005
Telecommunications Management
United States Naval Academy 1976 — 1980
Bachelor of Science, National Security Affairs, General Engineering
First Financial Group April 2011 - January 2012
ExamOne, a Quest Diagnostics Company March 2010 - April 2011
Lincare July 2008 - March 2009
The American Journal of Managed Care October 2007 - June 2008
Education
The College of New Jersey 2003 — 2007
Home February 2012 - Present
RAV Financial Services, LLC January 2006 - April 2012
First Financial Group October 2004 - September 2005
Education
Allegheny College 2000 — 2004
Bachelor of Science (B.S.), Mathematics
First Financial Group September 2006 - Present
Skills
Disability Insurance
Education
University of Maryland College Park 1970 — 1974
Wooden Investments March 2009 - Present
Monarch Academy Public Charter School March 2009 - July 2012
Northern Anne Arundel County Chamber of Commerce January 2009 - December 2011
Wooden-Cornellier Group, LLC June 2006 - March 2009
First Financial Group January 2004 - June 2006
Bank of America August 2001 - January 2004
Mercantile Bank and Trust August 1999 - August 2001
Skills
Retirement Planning, 401k, Retirement, Wealth Management, Small Business, Investments, IRAs, Simple IRA, SEP IRA, Portfolio Management, Stocks, Stock Market, Bonds, inflation-indexed bond, 401k Rollovers, Mutual Funds, ETFs, Retirement Savings, 401k Investment Advice, Fee Based Investment..., Solo 401k, Roth IRA, Traditional IRA
Education
University of Maryland College Park 1995 — 1999
BS, Finance, Accounting
Biechele Royce Advisors, Inc. November 1994 - Present
Capital Select Investment Corp. August 1992 - April 1997
First Financial Group January 1990 - August 1992
Nestle S.A. August 1983 - January 1990
Skills
Finance, Team Building, Strategic Planning, Leadership, Sales Management, Investments, Management, Marketing, Customer Service, Sales, Retirement Planning, Financial Planning, Financial Services, Retirement, Financial Advisory
Education
The American College 1993 — 1995
Chartered Financial Consultant, Financial Planning and Services
The American College 1992 — 1994
Chartered Life Underwriter, Insurance
College for Financial Planning 1990 — 1992
Certified Financial Planner(TM), Financial Planning and Services
Miami University 1979 — 1983
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
Lakewood High School 1976 — 1979
First Financial Group 2010 - Present
Nevada's Career 1983 - Present
Skills
Social Media, Entrepreneurship, Retirement Planning, Financial Services, Training, Social Networking, Coaching, Marketing, Program Management, Mortgage Lending
Education
University of Maryland Baltimore County 1979 — 1983
BA, Psychology
BlueCreek Investment Partners November 2007 - Present
First Financial Group 2004 - 2007
Skills
Strategic Financial..., Wealth Management, Retirement Planning, Financial Advisory, Investment Strategies, Estate Planning, Mutual Funds, ETFs, Equities
Education
University of Alabama 2003 — 2004
Master's degree, Finance
University of Alabama, Manderson Graduate School of Business 2000 — 2004
Bachelor of Science (B.S.), Quantitative Finance
University of Missouri August 2013 - Present
Delta Zeta Sorority August 1995 - Present
Eta Chi Chapter of Sigma Sigma Sigma Sorority House Corporation July 2013 - June 2015
University of Alabama January 2012 - May 2013
University of Alabama August 2010 - May 2013
Tallahassee Community College September 2009 - December 2009
Capital City Trust Company January 2003 - February 2009
Guardian Life Insurance Company October 2001 - October 2002
Espy FInancial Services January 2001 - July 2001
First Financial Group August 1998 - December 2000
Skills
Fundraising, Event Planning, Marketing, Leadership Development, Nonprofits, Public Relations, Event Management, Proposal Writing, Recruiting, Community Outreach
Education
University of Missouri-Columbia 2013 — 2016
Doctor of Philosophy (PhD), Personal Financial Planning
Florida State University - College of Business 2006 — 2008
MBA
University of Alabama 1994 — 1998
BS, Consumer Science
Bradshaw High School 1990 — 1994
Advanced Diploma
VantagePoint RX, LLC February 2011 - Present
MD Small Business Development Center, Central Region May 2008 - January 2011
Marketing Resolutions January 2007 - May 2008
Walden University June 2006 - August 2006
Greater Baltimore Medical Center January 2003 - June 2006
First Financial Group April 1999 - October 2002
First Financial Group March 1994 - April 1999
Baltimore Sun 1978 - 1987
Skills
Competitive Analysis, Publications Management, Strategic Planning, Business Strategy, Marketing Communications, Blogging, Market Research, Writing, Editing, New Business Development, Integrated Marketing, Strategic Partnerships, Business Planning, Marketing Strategy, Event Management, Training Programs, Publication Planning,..., Publications Production, CEO Accelerator..., NET Exchange Program, Technical Writing, Small Business, Business Development, Public Relations, Corporate Communications, Management, Entrepreneurship, Program Management, Leadership, Brand Management, Training, Event Planning, Market Planning, Marketing Research, Nonprofits
Education
University of Baltimore
Marketing
Wittenberg University
BA, Business
First Financial Group April 2012 - Present
Creative Financial Group January 2010 - April 2012
The American College January 2007 - October 2008
Outward Bound 2005 - 2007
American Hydron, A Division of Johnson & Johnson 1985 - 1991
Education
Philadelphia University 1980 — 1983
MBA, Finance
University of Dayton 1970 — 1974
B.S., Management
Sugarhouse Casino June 2012 - Present
Sugarhouse Casino June 2011 - June 2012
Sugarhouse Casino September 2010 - May 2011
Sugarhouse Casino May 2010 - August 2010
First Financial Group March 2009 - September 2009
Skills
Financial Analysis
Education
Saint Joseph's University 2014 — 2016
EMBA, Business Administration and Management, General
University of Maryland College Park 2006 — 2008
Economics, Economics, Business, Liberal Arts
Rider University 2004 — 2006
Accounting, Marketing
Atlantic City High School 2000 — 2004
Saint Joseph's University
Shimock's Furniture July 2011 - Present
Shimock's Furniture July 2010 - Present
First Financial Group July 2009 - July 2010
First Financial Group / MassMutual July 2009 - July 2010
Education
Penn State University 2007 — 2009
B.S., Economics
Susquehanna University 2005 — 2007
First Financial Group July 2011 - Present
Verizon Business 2008 - 2009
Education
Penn State University 1974 — 1978
BS, Marketing/Management
Archbishop Ryan
First Financial Group July 2013 - Present
2nd Chance Education, Inc. February 2008 - September 2013
Great Dune Financial Services, Inc. June 1982 - July 2007
Indiana Association Of Adult and Continuing Education June 2005 - June 2007
Duneland Exchange Club June 2000 - June 2007
Portage Adult Learning Center 1980 - 1990
Skills
Grant Writing, Program Development, Fundraising, Community Outreach, Non-profits, Public Speaking, Event Planning, Grants, Nonprofits, Volunteer Management, Community Development, Staff Development, Leadership Development, Curriculum Design, Teaching, Adult Education, Higher Education, Policy, Curriculum Development, Workshop Facilitation, Career Counseling, Organizational..., Instructional Design, Team Building, Training, Leadership, Budgets, Strategic Planning, Coaching, Investments, Program Management, Analysis, Strategic Financial...
Education
Indiana University Bloomington 1970 — 1975
Ed. D., Education
Boston University 1965 — 1969
(MREd), Theology
Purdue University 1960 — 1965
B.A., Education
FHS 1956 — 1960
Diploma, College Preparation
Cystic Fibrosis Foundation September 2010 - Present
First Financial Group May 2006 - March 2010
NelNet March 2006 - May 2006
TSi Staffing November 2005 - March 2006
American Occupational Therapy Association June 2004 - November 2005
Education
Art Institute of Pittsburgh 2009 — 2011
BS, Fashion & Retail Management
Montgomery College 2000 — 2007
AAS, Business Administration
Consultant January 2013 - July 2014
PacTrust Bank December 2011 - January 2013
U.S. Bank October 2009 - December 2011
Cal National Bank June 1999 - October 2009
First Financial Group 1986 - 1990
Ticor Mtg Ins Company 1980 - 1984
Skills
Loans, Commercial Lending, Small Business Lending, Banking, Credit Analysis, Commercial Banking, Credit, Data Analysis, Credit Risk, Construction Loans, Finance, Retail Banking, Mortgage Lending, Underwriting
Education
Pepperdine University, The George L. Graziadio School of Business and Management
Masters of Business Administration
Golden Living March 2015 - Present
GENCO ATC March 2010 - Present
Marion House Health Care Center April 2002 - November 2009
Kmart Distribution Center November 2000 - April 2002
Marion House Health Care Center February 1999 - November 2000
Egenolf Machine, Inc April 1997 - January 1999
Fresh Start Home January 1996 - December 1998
Federal Home Loan Bank July 1989 - October 1995
Employee Benefit Specialists January 1988 - July 1989
First Financial Group July 1987 - January 1988
Skills
Benefits Administration, Human Resources, Payroll, Recruiting, Workshop Facilitation, Policy Analysis, Customer Service, Government, Insurance, Financial Planners, Microsoft Office, Contract Management, System Administration, Employee Benefits, Legal Compliance, Training, EEO, ADP Payroll, New Hire Orientations, HR Policies
Education
Ashworth College 2006 — 2010
Associates, Human Resource Management
CLEARVIEW CORRESPONDENT SERVICES August 2011 - Present
CLEARVIEW CORRESPONDENT SERVICES February 2006 - August 2011
INDUSTRIAL TURNAROUND CORPORATION February 2005 - December 2005
Wachovia Securities June 2004 - February 2005
Ferris Baker Watts, Inc September 2000 - June 2004
First Financial Group November 1999 - July 2000
Skills
Banking, Cash Management, Financial Analysis, Credit, ACH, Treasury Management, Investments, Risk Management, Accounting, Microsoft Excel, Financial Reporting, Account Reconciliation
Education
York College
Bachelor of Science, Degree, Business Administration
Harford Community College 1994 — 1996
AS, General Studies
AJP Insurance Group, LLC December 2013 - Present
First Financial Group June 2009 - December 2013
Pat Taylor & Associates November 2007 - June 2009
Solomon Page Group May 2006 - November 2007
StaffWise Legal January 2001 - May 2006
Skills
Life Insurance, Disability Insurance, Health Insurance, Retirement Planning, Cash Flow, Fixed Annuities, Public Speaking, Seminars, Entrepreneurship, Insurance, Permanent Life Insurance, Term Life Insurance, Cash-flow Management, Small Business, New Business Development, Financial Advisory, Debt Management, Liability Analysis, Wealth Accumulation..., Wealth Management, Wealth Preservation..., Wealth Accumulation, Recruiting, Team Building, Business Development, Customer Service, Strategic Planning, 401k, Training, Retirement
Education
University of Maryland College Park 1988 — 1992
BS
Waldorf Fitness Center June 2012 - Present
First Financial Group 2011 - November 2012
Education
Keller Graduate School of Management of DeVry University 2010 — 2010
Fremont Area Medical Center May 1999 - Present
First Financial Group March 1985 - January 1992
Occidental Savings & Loan May 1981 - March 1984
Skills
ACLS, Hospitals, Cpr Certified, Sports Medicine, Nursing, Healthcare, Emergency Medicine, Orthopedic, Pediatrics, Clinical Research, Cardiac Rehabilitation, Pulmonary Rehabilitation
Education
University of Nebraska at Omaha 1995 — 1997
BS, Exercise Physiology
Leon L. Levy & Associates November 2012 - Present
First Financial Group July 2012 - November 2012
YBH Sales and Service Inc. April 2011 - February 2012
Ascensus November 2008 - January 2011
Portico Systems June 2006 - July 2006
Skills
Long Term Care Insurance, Life Insurance, Disability Insurance, Financial Analysis
Education
Dickinson College 2004 — 2008
Bachelor's Degree, International Business & Managment
Università di Bologna 2006 — 2007
Economics, History, and Film
Haverford High School 2000 — 2004
Aflac March 2010 - Present
First Financial Group June 2012 - December 2013
Legal Shield, Inc. April 2011 - December 2013
AmerisourceBergen 2007 - 2008
Several biopharmaceutical companies -Amgen, Biogen and Elan April 2001 - September 2007
Skills
Small Business, Employee Benefits, Insurance, Professional speaker, Sales Management, Selling, Life Insurance, Program Management, Customer Service, Sales, Long-term Care, New Business Development, Motivational Speaking, Time Management, Team Building, Management, Fundraising, Leadership, Strategic Planning, Coaching, Health Insurance, Public Speaking, Entrepreneurship, Social Networking, Disability Insurance, Leadership Development, Finance, Strategy, Training, Direct Sales, Recruiting, Marketing, Marketing Strategy
Education
Old Dominion University
Bachelor's of science, Dental Hygiene
Susquehanna University January 2011 - May 2012
First Financial Group June 2011 - August 2011
Offset Paperback Manufacturers, Inc May 2010 - January 2011
Appletree Terrace in Newberry Estates June 2006 - December 2009
Valley Tennis and Swim Club May 2009 - August 2009
Education
Susquehanna University 2008 — 2012
Bachelors of Science, Business Administration, Finance
2U January 2015 - Present
2U August 2014 - December 2014
First Financial Group March 2014 - July 2014
Center for Student Engagement April 2013 - May 2014
Crunchbutton August 2013 - December 2013
Education
The George Washington University
Bachelor of Science (BS)
First Financial Group January 1989 - Present
First Financial Capital Corporation of America inc. 1989 - Present
Skills
Insurance
Education
Lamar University
Bachelor of Business Administration (BBA), Marketing
Chick-fil-A April 2012 - Present
The Crossing October 2014 - August 2015
CrossLife November 2012 - September 2013
TYLA 2012 - 2012
M&T Bank December 2010 - November 2011
First Financial Group May 2007 - July 2009
Forest Christian Fellowship January 2004 - December 2008
Faith Baptist Church March 1999 - May 2003
Skills
Large Group Facilitation, Small Group Training, Public Speaking, Leadership Development, Teaching, Budgeting, Computer Literate, Policy Writing, Change Management, Preaching, Marketing Communications, Writing, Event Planning, Customer Service, Fundraising, Leadership, Management, Pastoral Care, Team Building, Nonprofits, Workshop Facilitation, Community Outreach, Volunteer Management
Education
Southeastern Baptist Theological Seminary 1991 — 1994
M. Div.
University of North Carolina at Greensboro 1986 — 1991
BA, Communication Studies
First Financial Group January 2012 - Present
First Financial Group October 2008 - January 2012
Alabama A&M University Research Institute 2004 - 2004
Boeing Company - Huntsville, AL June 1988 - August 1995
Education
Alabama Agricultural and Mechanical University 2004 — 2009
MBA, w/Concentration in Finance
Tuskegee University 1982 — 1988
B.S., Electrical Engineering
Ameriprise Financial Krugel & Associates October 2008 - Present
First Financial Group August 1994 - August 2008
Education
College Misericordia
Bachelor of Business Administration (B.B.A.)
Self Employed Independent Peoplesoft Consultant May 1995 - Present
First Financial Group September 1998 - September 2000
MetLife September 1995 - August 1998
Skills
Microsoft Excel, Cooking, Piano Playing, PowerPoint, Sewing
Education
L'Academie de Cuisine 2007 — 2007
no degree, French cooking
Ray College of Design 1992 — 1994
No degree, Fashion/Apparel Design
University of Pennsylvania 1977 — 1981
BA, Economics