First Financial Group / MassMutual
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First Financial Group / MassMutual Employees
Employee
Years
Job
Industry
Aaron Beverly Aaron Beverly's First Financial Group / MassMutual Experience January 2010 - November 2010
Job Account Specialist at JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase January 2011 - Present
Citibank March 2010 - January 2011
First Financial Group / MassMutual January 2010 - November 2010
First Financial Group / MassMutual September 2009 - December 2009
Skills
Banking, Retail Banking, Finance, Financial Services, Public Speaking, Process Improvement, Training Facilitation, Team Leadership, Microsoft Excel, Microsoft Word, Speech Writing, Speech Coaching, Organization, Visio, Photoshop
Education
Central Pennsylvania College 2006 — 2010
BS, Business Administration, 3.2
JPMorgan Chase January 2011 - Present
Citibank March 2010 - January 2011
First Financial Group / MassMutual January 2010 - November 2010
First Financial Group / MassMutual September 2009 - December 2009
Skills
Banking, Retail Banking, Finance, Financial Services, Public Speaking, Process Improvement, Training Facilitation, Team Leadership, Microsoft Excel, Microsoft Word, Speech Writing, Speech Coaching, Organization, Visio, Photoshop
Education
Central Pennsylvania College 2006 — 2010
BS, Business Administration, 3.2
Amit Gera Amit Gera's First Financial Group / MassMutual Experience April 2013 - August 2013
Job Paralegal at Margolis Edelstein
Industry Law Practice
Experience
Margolis Edelstein August 2015 - Present
Continuum Health Alliance May 2013 - Present
Swartz Swidler, LLC September 2013 - August 2015
dTECHtd October 2012 - December 2014
First Financial Group / MassMutual April 2013 - August 2013
McCarthy & Holthus LLP October 2012 - January 2013
LevelUp September 2012 - January 2013
Law Offices of Coley O' Reynolds, Esq September 2011 - April 2012
Law Offices of Erik B Jensen September 2011 - February 2012
Philadelphia Housing Authority March 2010 - September 2010
Skills
Social Media Marketing, Marketing, Business Development, Operations Management, Customer Service, Sales Management, Criminal Defense..., Civil Litigation, Legal Strategy, File Management, CRM, Microsoft Office, QuickBooks, Legal Research, Time Management, Entrepreneurship, Legal Writing, Case Analysis, Morningstar, OS X
Education
Widener University School of Law 2014 — 2017
Doctor of Law (J.D.)
Drexel University 2006 — 2011
BS Business Administration, Legal Studies
Jericho Senior High School 2002 — 2006
High School Diploma
Margolis Edelstein August 2015 - Present
Continuum Health Alliance May 2013 - Present
Swartz Swidler, LLC September 2013 - August 2015
dTECHtd October 2012 - December 2014
First Financial Group / MassMutual April 2013 - August 2013
McCarthy & Holthus LLP October 2012 - January 2013
LevelUp September 2012 - January 2013
Law Offices of Coley O' Reynolds, Esq September 2011 - April 2012
Law Offices of Erik B Jensen September 2011 - February 2012
Philadelphia Housing Authority March 2010 - September 2010
Skills
Social Media Marketing, Marketing, Business Development, Operations Management, Customer Service, Sales Management, Criminal Defense..., Civil Litigation, Legal Strategy, File Management, CRM, Microsoft Office, QuickBooks, Legal Research, Time Management, Entrepreneurship, Legal Writing, Case Analysis, Morningstar, OS X
Education
Widener University School of Law 2014 — 2017
Doctor of Law (J.D.)
Drexel University 2006 — 2011
BS Business Administration, Legal Studies
Jericho Senior High School 2002 — 2006
High School Diploma
Gina Maiden Gina Maiden's First Financial Group / MassMutual Experience March 1998 - Present
Job Administrative Assistant at MassMutual Financial Group
Industry Financial Services
Experience
Professional Services CHM January 2008 - Present
First Financial Group / MassMutual March 1998 - Present
Skills
Life Insurance, Insurance, Management, Finance, Customer Service, Microsoft Office, Microsoft Excel, Team Building, Public Speaking, Nonprofits
Education
Gwynedd-Mercy College
John W. Hallahan
Professional Services CHM January 2008 - Present
First Financial Group / MassMutual March 1998 - Present
Skills
Life Insurance, Insurance, Management, Finance, Customer Service, Microsoft Office, Microsoft Excel, Team Building, Public Speaking, Nonprofits
Education
Gwynedd-Mercy College
John W. Hallahan
Meredith Levine Finn Meredith Levine Finn's First Financial Group / MassMutual Experience May 2013 - Present
Job Associate, Office of Caren R. Levine
Industry Financial Services
Experience
First Financial Group / MassMutual May 2013 - Present
Spencer Stuart January 2011 - May 2013
Spencer Stuart July 2008 - December 2010
Wharton Executive Education May 2006 - May 2008
Education
University of Pennsylvania
BA, Psychology
First Financial Group / MassMutual May 2013 - Present
Spencer Stuart January 2011 - May 2013
Spencer Stuart July 2008 - December 2010
Wharton Executive Education May 2006 - May 2008
Education
University of Pennsylvania
BA, Psychology
Alyson Bianco Alyson Bianco's First Financial Group / MassMutual Experience June 2007 - September 2008
Job Waitress at Brittingham's Irish Pub and Restaurant
Industry Restaurants
Experience
Brittingham's Irish Pub and Restaurant October 2011 - Present
Rita's Italian Ice April 2009 - Present
Park America October 2010 - May 2011
First Financial Group / MassMutual June 2007 - September 2008
Skills
Customer Satisfaction, Fast Learner, Team Motivator, Teamwork, Telephone Skills
Education
Community College of Philadelphia 2010 — 2014
John W. Hallahan Catholic Girls' High School 2006 — 2010
Brittingham's Irish Pub and Restaurant October 2011 - Present
Rita's Italian Ice April 2009 - Present
Park America October 2010 - May 2011
First Financial Group / MassMutual June 2007 - September 2008
Skills
Customer Satisfaction, Fast Learner, Team Motivator, Teamwork, Telephone Skills
Education
Community College of Philadelphia 2010 — 2014
John W. Hallahan Catholic Girls' High School 2006 — 2010
Dustin Gregory Dustin Gregory's First Financial Group / MassMutual Experience August 2013 - November 2013
Job Associate Consultant at msg global solutions
Industry Financial Services
Experience
msg global solutions June 2014 - Present
First Financial Group / MassMutual August 2013 - November 2013
Best Buy August 2010 - October 2011
Best Buy August 2009 - August 2010
Geek Squad November 2007 - August 2009
Skills
Customer Service, Microsoft Office, Teamwork, Social Media, Management, Sales, Microsoft Word, Marketing Strategy, Time Management, Team Leadership, Public Speaking, PowerPoint, Microsoft Excel, Leadership, Social Networking, Retail, Facebook, Home Theater, Customer Satisfaction, SAP, SAP Implementation, SAP FS-RI
Education
Temple University - Fox School of Business and Management 2010 — 2013
Bachelor of Business Administration (BBA), Risk Management & Insurance, Senior
Pleasant Valley High School 2004 — 2008
High School Diploma
msg global solutions June 2014 - Present
First Financial Group / MassMutual August 2013 - November 2013
Best Buy August 2010 - October 2011
Best Buy August 2009 - August 2010
Geek Squad November 2007 - August 2009
Skills
Customer Service, Microsoft Office, Teamwork, Social Media, Management, Sales, Microsoft Word, Marketing Strategy, Time Management, Team Leadership, Public Speaking, PowerPoint, Microsoft Excel, Leadership, Social Networking, Retail, Facebook, Home Theater, Customer Satisfaction, SAP, SAP Implementation, SAP FS-RI
Education
Temple University - Fox School of Business and Management 2010 — 2013
Bachelor of Business Administration (BBA), Risk Management & Insurance, Senior
Pleasant Valley High School 2004 — 2008
High School Diploma
Gregory R. Morgan Gregory R. Morgan's First Financial Group / MassMutual Experience May 2013 - May 2014
Job Case Design Specialist at Highland Capital Brokerage
Industry Financial Services
Experience
Highland Capital Brokerage June 2014 - Present
First Financial Group / MassMutual May 2013 - May 2014
Pine Orchard Yacht & Country Club August 2009 - August 2012
Tri-State of Branford August 2008 - August 2009
Education
Temple University 2010 — 2014
Bachelor of Business Administration (BBA), Finance and Economics, 3.32 / 4.00
Branford High School 2006 — 2010
High School Diploma
Highland Capital Brokerage June 2014 - Present
First Financial Group / MassMutual May 2013 - May 2014
Pine Orchard Yacht & Country Club August 2009 - August 2012
Tri-State of Branford August 2008 - August 2009
Education
Temple University 2010 — 2014
Bachelor of Business Administration (BBA), Finance and Economics, 3.32 / 4.00
Branford High School 2006 — 2010
High School Diploma
Thomas Pontius Thomas Pontius's First Financial Group / MassMutual Experience May 2013 - August 2014
Job Intern at SEI
Industry Accounting
Experience
SEI June 2015 - Present
First Financial Group / MassMutual May 2013 - August 2014
Skills
Facebook, PowerPoint, Analysis, Budgets, Customer Service, Nonprofits, Strategic Planning, Employee Benefits, Community Outreach, Microsoft Excel, Insurance, Leadership, Mutual Funds, Asset Management, Financial Analysis, Estate Planning, Investments, Microsoft Office, Risk Management, Finance, Accounting, Microsoft Word, Public Speaking, Strategic Financial..., Social Networking
Education
Temple University - Fox School of Business and Management
Accounting
Chestnut Hill College 2011 — 2013
Accounting
SEI June 2015 - Present
First Financial Group / MassMutual May 2013 - August 2014
Skills
Facebook, PowerPoint, Analysis, Budgets, Customer Service, Nonprofits, Strategic Planning, Employee Benefits, Community Outreach, Microsoft Excel, Insurance, Leadership, Mutual Funds, Asset Management, Financial Analysis, Estate Planning, Investments, Microsoft Office, Risk Management, Finance, Accounting, Microsoft Word, Public Speaking, Strategic Financial..., Social Networking
Education
Temple University - Fox School of Business and Management
Accounting
Chestnut Hill College 2011 — 2013
Accounting
Kaye Williams Kaye Williams's First Financial Group / MassMutual Experience Customer Service Rep.School Specialty, Inc.1998 - 2002
Job Independent Agent at First Financial Group / MassMutual
Industry Financial Services
Experience
First Financial Group / MassMutual Customer Service Rep.School Specialty, Inc.1998 - 2002
Education
Ashland University 1987 — 1990
Marketing Management
First Financial Group / MassMutual Customer Service Rep.School Specialty, Inc.1998 - 2002
Education
Ashland University 1987 — 1990
Marketing Management
Amanda L Cohen Amanda L Cohen's First Financial Group / MassMutual Experience 2007 - 2008
Job Broadcast Negotiator at Optimedia
Industry Marketing and Advertising
Experience
ZenithOptimedia Group I The ROI Agency January 2015 - Present
GroupM August 2012 - January 2015
Mimotica Micola November 2011 - July 2012
CBS Radio, 98.1 WOGL May 2010 - August 2010
CBS Radio May 2009 - August 2009
First Financial Group / MassMutual 2007 - 2008
Skills
Social Marketing, Social Media, Facebook, Social Media Marketing, Media Planning, Digital Media, Media Buying, Social Networking, Blogging, Digital Marketing, Integrated Marketing, Digital Strategy, Google Adwords, Online Advertising, New Media, Mobile Marketing, Event Management
Education
Towson University 2007 — 2011
Mass Communications, Public Relations, Marketing
ZenithOptimedia Group I The ROI Agency January 2015 - Present
GroupM August 2012 - January 2015
Mimotica Micola November 2011 - July 2012
CBS Radio, 98.1 WOGL May 2010 - August 2010
CBS Radio May 2009 - August 2009
First Financial Group / MassMutual 2007 - 2008
Skills
Social Marketing, Social Media, Facebook, Social Media Marketing, Media Planning, Digital Media, Media Buying, Social Networking, Blogging, Digital Marketing, Integrated Marketing, Digital Strategy, Google Adwords, Online Advertising, New Media, Mobile Marketing, Event Management
Education
Towson University 2007 — 2011
Mass Communications, Public Relations, Marketing
Mallory Sham's First Financial Group / MassMutual Experience November 2009 - June 2013
Job Marketing and Office Coordinator
Industry Executive Office
Experience
Boenning & Scattergood, Inc. April 2015 - Present
Boenning & Scattergood, Inc. April 2015 - Present
Peachtree Financial Solutions June 2014 - April 2015
Executive Office Temp August 2013 - June 2014
First Financial Group / MassMutual November 2009 - June 2013
First Financial Group / MassMutual May 2011 - July 2011
Skills
Public Relations, Marketing Communications, Marketing, Social Media Marketing, Recruiting, Microsoft Office, Administrative..., Applicant Tracking..., Integrated Marketing, Technical Writing, Education, Special Education, Corporate Communications, Blogging, Salesforce.com, Advertising, Fundraising, Team Building, Creative Writing, Media Relations, Teamwork, Cold Calling, Training
Education
West Chester University of Pennsylvania 2012 — 2013
Bachelor of Science in Liberal Sudies: Professional Studies, Buisness, Technical Writing and Professional Education, 3.33 GPA
Penn State University 2009 — 2010
Bachelor of Science (BS), Corporate Communications
Gratz College 2003 — 2005
Hebrew and Judaic Studies, Education and Teaching, 4.0 GPA
Boenning & Scattergood, Inc. April 2015 - Present
Boenning & Scattergood, Inc. April 2015 - Present
Peachtree Financial Solutions June 2014 - April 2015
Executive Office Temp August 2013 - June 2014
First Financial Group / MassMutual November 2009 - June 2013
First Financial Group / MassMutual May 2011 - July 2011
Skills
Public Relations, Marketing Communications, Marketing, Social Media Marketing, Recruiting, Microsoft Office, Administrative..., Applicant Tracking..., Integrated Marketing, Technical Writing, Education, Special Education, Corporate Communications, Blogging, Salesforce.com, Advertising, Fundraising, Team Building, Creative Writing, Media Relations, Teamwork, Cold Calling, Training
Education
West Chester University of Pennsylvania 2012 — 2013
Bachelor of Science in Liberal Sudies: Professional Studies, Buisness, Technical Writing and Professional Education, 3.33 GPA
Penn State University 2009 — 2010
Bachelor of Science (BS), Corporate Communications
Gratz College 2003 — 2005
Hebrew and Judaic Studies, Education and Teaching, 4.0 GPA
Darell Brown's First Financial Group / MassMutual Experience June 2013 - November 2013
Job I'm a big advocate of financial intelligence
Industry Financial Services
Experience
J.G. Wentworth October 2014 - Present
J.G. Wentworth November 2013 - October 2014
First Financial Group / MassMutual June 2013 - November 2013
Franklin Mint Federal Credit Union May 2012 - March 2013
Skills
Fixed Annuities, Life Insurance, Insurance, Retirement Planning, Retirement
Education
Delaware State University 2010 — 2012
Bachelor of Science (B.S.), Business Management
Hudson Valley Community College 2008 — 2010
J.G. Wentworth October 2014 - Present
J.G. Wentworth November 2013 - October 2014
First Financial Group / MassMutual June 2013 - November 2013
Franklin Mint Federal Credit Union May 2012 - March 2013
Skills
Fixed Annuities, Life Insurance, Insurance, Retirement Planning, Retirement
Education
Delaware State University 2010 — 2012
Bachelor of Science (B.S.), Business Management
Hudson Valley Community College 2008 — 2010
Lance Margolis's First Financial Group / MassMutual Experience 2005 - 2006
Job Sales at Hartford Funds
Industry Financial Services
Experience
Hartford Funds July 2015 - Present
Vanguard May 2014 - July 2015
New Jersey Office of the Attorney General, Financial Crimes September 2013 - May 2014
Vanguard September 2010 - May 2014
Delaware Journal of Corporate Law March 2012 - May 2013
Vanguard July 2008 - September 2010
Vanguard September 2006 - July 2008
First Financial Group / MassMutual 2005 - 2006
Merrill Lynch June 2004 - August 2004
Skills
Mutual Funds, Series 7, Series 63, FINRA, Securities, Legal Research, Investments, Finance, Financial Services, AML, Legal Writing, Corporate Law, Trading, Investment Advisory, Bonds, ETFs, Series 6, Alternative Investments, Securities Regulation, Stocks, Fixed Annuities, Compliance, Series 65, Term Life Insurance, Insurance, Anti Money Laundering, Restricted Stock, Private Placements, Disability Insurance, Whole Life, Annuities, Management, Leadership, Risk Management
Education
Widener University School of Law 2009 — 2013
JD
Penn State University 2000 — 2005
BS, Economics
Hartford Funds July 2015 - Present
Vanguard May 2014 - July 2015
New Jersey Office of the Attorney General, Financial Crimes September 2013 - May 2014
Vanguard September 2010 - May 2014
Delaware Journal of Corporate Law March 2012 - May 2013
Vanguard July 2008 - September 2010
Vanguard September 2006 - July 2008
First Financial Group / MassMutual 2005 - 2006
Merrill Lynch June 2004 - August 2004
Skills
Mutual Funds, Series 7, Series 63, FINRA, Securities, Legal Research, Investments, Finance, Financial Services, AML, Legal Writing, Corporate Law, Trading, Investment Advisory, Bonds, ETFs, Series 6, Alternative Investments, Securities Regulation, Stocks, Fixed Annuities, Compliance, Series 65, Term Life Insurance, Insurance, Anti Money Laundering, Restricted Stock, Private Placements, Disability Insurance, Whole Life, Annuities, Management, Leadership, Risk Management
Education
Widener University School of Law 2009 — 2013
JD
Penn State University 2000 — 2005
BS, Economics
Andrew Torbik Andrew Torbik's First Financial Group / MassMutual Experience May 2010 - October 2010
Job Manager, Analyst Operstions at Regulatory DataCorp. (RDC)
Industry Information Technology and Services
Experience
Regulatory DataCorp. October 2011 - Present
PNC November 2010 - October 2011
First Financial Group / MassMutual May 2010 - October 2010
Skills
Risk Management, Process Improvement, Leadership, Microsoft Excel, Business Analysis, Microsoft Office, Securities
Education
Penn State University 2006 — 2010
Bachelors, Business Managment
Regulatory DataCorp. October 2011 - Present
PNC November 2010 - October 2011
First Financial Group / MassMutual May 2010 - October 2010
Skills
Risk Management, Process Improvement, Leadership, Microsoft Excel, Business Analysis, Microsoft Office, Securities
Education
Penn State University 2006 — 2010
Bachelors, Business Managment
Elizabeth Shamir, CFA, CFP® Elizabeth Shamir, CFA, CFP®'s First Financial Group / MassMutual Experience October 2005 - December 2011
Job Investment Adviser Represenative
Industry Financial Services
Experience
Voya Financial Advisors January 2012 - Present
First Financial Group / MassMutual October 2005 - December 2011
Education
Columbia University - Columbia Business School
MBA
Cornell University
Voya Financial Advisors January 2012 - Present
First Financial Group / MassMutual October 2005 - December 2011
Education
Columbia University - Columbia Business School
MBA
Cornell University
Shannon Burns Shannon Burns's First Financial Group / MassMutual Experience May 2013 - August 2013
Job Associate Research Analyst at JLL
Industry Commercial Real Estate
Experience
JLL August 2015 - Present
9Dots Management Corp. October 2014 - July 2015
University of Delaware August 2010 - May 2014
First Financial Group / MassMutual May 2013 - August 2013
Global Players June 2012 - July 2012
Skills
Microsoft Office, PowerPoint, Microsoft Word, Microsoft Excel, Customer Service, Research, Teamwork, Public Speaking, Time Management, Social Media, Windows
Education
University of Delaware 2010 — 2014
Bachelor of Science (BS), Finance
University of Amsterdam 2012 — 2012
Urban Sociology
JLL August 2015 - Present
9Dots Management Corp. October 2014 - July 2015
University of Delaware August 2010 - May 2014
First Financial Group / MassMutual May 2013 - August 2013
Global Players June 2012 - July 2012
Skills
Microsoft Office, PowerPoint, Microsoft Word, Microsoft Excel, Customer Service, Research, Teamwork, Public Speaking, Time Management, Social Media, Windows
Education
University of Delaware 2010 — 2014
Bachelor of Science (BS), Finance
University of Amsterdam 2012 — 2012
Urban Sociology
Julianne Apostolopoulos Julianne Apostolopoulos's First Financial Group / MassMutual Experience August 2006 - April 2007
Job Assistant General Counsel at Rutgers University
Industry Law Practice
Experience
Rutgers University August 2014 - Present
Proskauer Rose LLP October 2011 - July 2014
Hon. Laura A. LeWinn, NJ Judiciary - Appellate Division September 2010 - October 2011
Public Defender's Office of Essex County June 2008 - August 2008
First Financial Group / MassMutual August 2006 - April 2007
American Civil Liberties Union of New Jersey June 2006 - August 2006
Skills
Litigation, Civil Litigation, Legal Research, Legal Writing, Appeals, Courts, Arbitration, Non-compete Agreements, Discrimination
Education
Fordham University School of Law 2007 — 2010
Doctor of Law (JD)
Saint Joseph's University 2003 — 2007
Bachelor of Arts (BA), Economics and Political Science
Howell High School 1999 — 2003
Rutgers University August 2014 - Present
Proskauer Rose LLP October 2011 - July 2014
Hon. Laura A. LeWinn, NJ Judiciary - Appellate Division September 2010 - October 2011
Public Defender's Office of Essex County June 2008 - August 2008
First Financial Group / MassMutual August 2006 - April 2007
American Civil Liberties Union of New Jersey June 2006 - August 2006
Skills
Litigation, Civil Litigation, Legal Research, Legal Writing, Appeals, Courts, Arbitration, Non-compete Agreements, Discrimination
Education
Fordham University School of Law 2007 — 2010
Doctor of Law (JD)
Saint Joseph's University 2003 — 2007
Bachelor of Arts (BA), Economics and Political Science
Howell High School 1999 — 2003
Terri McDermott ChFC CLU CLTC RICP's First Financial Group / MassMutual Experience June 2003 - April 2010
Job Director Wealth Advisory Group at 1847 Financial
Industry Financial Services
Experience
1847 Financial January 2013 - Present
Lighthouse Planning Consultants/Lincoln Financial Advisors March 2012 - January 2013
Eagle Strategies LLC July 2010 - August 2011
Crystal Financial Strategies April 2010 - August 2011
New York Life Insurance Company April 2010 - August 2011
First Financial Group / MassMutual June 2003 - April 2010
Education
Penn State University
Bachelors, Business Administration
1847 Financial January 2013 - Present
Lighthouse Planning Consultants/Lincoln Financial Advisors March 2012 - January 2013
Eagle Strategies LLC July 2010 - August 2011
Crystal Financial Strategies April 2010 - August 2011
New York Life Insurance Company April 2010 - August 2011
First Financial Group / MassMutual June 2003 - April 2010
Education
Penn State University
Bachelors, Business Administration
Frederick Ott's First Financial Group / MassMutual Experience 2009 - 2010
Job Internal Marketing Consultant at Lincoln Financial Distributors
Industry Financial Services
Experience
Lincoln Financial Distributors November 2010 - Present
First Financial Group / MassMutual 2009 - 2010
ING Retail Annuity Business Group September 2007 - 2009
ING Retail Annuity Business Group March 2001 - September 2007
Skills
Insurance, Finance, Financial Services, Marketing, Analysis, Sales, Securities, Investment Advisory, Series 63, Fixed Annuities, Retirement Planning, Mutual Funds, Retirement, Series 6, Series 7, Investments, 401k, Wealth Management, Life Insurance, Strategic Financial...
Education
University of Scranton 1994 — 1998
B.S., Business Management, Theatre, Operations and Information Systems Management
Lincoln Financial Distributors November 2010 - Present
First Financial Group / MassMutual 2009 - 2010
ING Retail Annuity Business Group September 2007 - 2009
ING Retail Annuity Business Group March 2001 - September 2007
Skills
Insurance, Finance, Financial Services, Marketing, Analysis, Sales, Securities, Investment Advisory, Series 63, Fixed Annuities, Retirement Planning, Mutual Funds, Retirement, Series 6, Series 7, Investments, 401k, Wealth Management, Life Insurance, Strategic Financial...
Education
University of Scranton 1994 — 1998
B.S., Business Management, Theatre, Operations and Information Systems Management
J.P. Jacoby's First Financial Group / MassMutual Experience July 2009 - July 2010
Job Vice President at Shimock's Furniture
Industry Furniture
Experience
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
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
Samuel D. Baez, AAMS, CRPC's First Financial Group / MassMutual Experience 2009 - 2009
Job Senior Advisor at Key Financial, Inc.
Industry Financial Services
Experience
Key Financial, Inc. December 2011 - Present
Edward Jones November 2009 - November 2011
First Financial Group / MassMutual 2009 - 2009
Skills
Retirement Planning, Series 7, 401k Rollovers, Saving for Education, Wealth Management, Financial Analysis, Financial Reporting, Financial Management, Retirement Income..., Retirement Solutions, Income Protection, College Savings Plans, IRA Rollovers, IRA's, Roth IRA, Business Analysis, IRAs, Retirement
Education
Penn State University 2005 — 2009
Bachelor of Science (BS), Business, Financial Planning and Services
College for Financial Planning
AAMS, Accredited Asset Management Specialist
College for Financial Planning
CRPC, Chartered Retirement Planning Counselor
Key Financial, Inc. December 2011 - Present
Edward Jones November 2009 - November 2011
First Financial Group / MassMutual 2009 - 2009
Skills
Retirement Planning, Series 7, 401k Rollovers, Saving for Education, Wealth Management, Financial Analysis, Financial Reporting, Financial Management, Retirement Income..., Retirement Solutions, Income Protection, College Savings Plans, IRA Rollovers, IRA's, Roth IRA, Business Analysis, IRAs, Retirement
Education
Penn State University 2005 — 2009
Bachelor of Science (BS), Business, Financial Planning and Services
College for Financial Planning
AAMS, Accredited Asset Management Specialist
College for Financial Planning
CRPC, Chartered Retirement Planning Counselor
Jed Trott's First Financial Group / MassMutual Experience August 2005 - July 2007
Job Director Demand Response at Customized Energy Solutions
Industry Utilities
Experience
Customized Energy Solutions February 2014 - Present
Customized Energy Solutions June 2007 - Present
First Financial Group / MassMutual August 2005 - July 2007
Skills
Electricity Markets, Energy, Commodity Markets, Risk Management, Energy Markets, Renewable Energy, Smart Grid, Electric Power, Energy Management, Energy Efficiency, Demand Response, Natural Gas, Solar Energy, Energy Policy, Commodity
Education
University of Pennsylvania 2001 — 2005
BA, International Relations, Economics
Customized Energy Solutions February 2014 - Present
Customized Energy Solutions June 2007 - Present
First Financial Group / MassMutual August 2005 - July 2007
Skills
Electricity Markets, Energy, Commodity Markets, Risk Management, Energy Markets, Renewable Energy, Smart Grid, Electric Power, Energy Management, Energy Efficiency, Demand Response, Natural Gas, Solar Energy, Energy Policy, Commodity
Education
University of Pennsylvania 2001 — 2005
BA, International Relations, Economics
Jonathan Makos's First Financial Group / MassMutual Experience January 2011 - Present
Job Insurance Sales Representative at First Financial Group / MassMutual
Industry Financial Services
Experience
First Financial Group / MassMutual January 2011 - Present
Education
The College of New Jersey 2005 — 2009
Batchelors, Marketing
First Financial Group / MassMutual January 2011 - Present
Education
The College of New Jersey 2005 — 2009
Batchelors, Marketing
Wesley Eagelman's First Financial Group / MassMutual Experience August 2011 - December 2011
Job Financial Analyst at SEI
Industry Investment Management
Experience
SEI May 2012 - Present
Pennsylvania Army National Guard November 2003 - Present
First Financial Group / MassMutual August 2011 - December 2011
Skills
Finance, Analysis, Accounting, Supply Chain Management, Risk Management, Economics, Financial Modeling, Budgets, Financial Analysis, Leadership, Investments, Project Management
Education
Penn State University 2007 — 2012
Bachelor's degree, Finance, 3.17
SEI May 2012 - Present
Pennsylvania Army National Guard November 2003 - Present
First Financial Group / MassMutual August 2011 - December 2011
Skills
Finance, Analysis, Accounting, Supply Chain Management, Risk Management, Economics, Financial Modeling, Budgets, Financial Analysis, Leadership, Investments, Project Management
Education
Penn State University 2007 — 2012
Bachelor's degree, Finance, 3.17
Vivian Proctor's First Financial Group / MassMutual Experience October 1995 - February 2004
Job owner at Proctor Associates Tax Service
Industry Accounting
Experience
Self-employed January 1991 - Present
Proctor Associates Tax Service January 1991 - Present
First Financial Group / MassMutual October 1995 - February 2004
H & R Block January 1976 - February 1996
Skills
Tax Preparation, Accounting, Teaching, Day care - infant
Education
Elmhurst College 1962 — 1966
Bachelor of Arts (B.A.), Elementary Education and Teaching
Self-employed January 1991 - Present
Proctor Associates Tax Service January 1991 - Present
First Financial Group / MassMutual October 1995 - February 2004
H & R Block January 1976 - February 1996
Skills
Tax Preparation, Accounting, Teaching, Day care - infant
Education
Elmhurst College 1962 — 1966
Bachelor of Arts (B.A.), Elementary Education and Teaching
Lisa Chipper's First Financial Group / MassMutual Experience October 2012 - Present
Job Financial Assistant at First Financial Group / MassMutual
Industry Financial Services
Experience
First Financial Group / MassMutual October 2012 - Present
Education
University of Rochester
First Financial Group / MassMutual October 2012 - Present
Education
University of Rochester