First Financial Group, LLC
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First Financial Group, LLC Employees
Employee
Years
Job
Industry
Christophe Rodelli Christophe Rodelli's First Financial Group, LLC Experience June 2014 - August 2014
Job Producer for New York life
Industry Financial Services
Experience
New York Life Insurance Company August 2015 - Present
First Financial Group, LLC June 2014 - August 2014
Kilbrides Yacht Services May 2012 - August 2012
Kilbrides Yacht Services May 2011 - August 2011
Kilbrides Yacht Services May 2010 - August 2010
Kilbrides Yacht Services May 2009 - August 2009
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Public Speaking, English, Teamwork
Education
Saint Joseph's University 2011 — 2015
Major: International Relations. Minor: Business & History
Devon Preparatory School 2007 — 2011
New York Life Insurance Company August 2015 - Present
First Financial Group, LLC June 2014 - August 2014
Kilbrides Yacht Services May 2012 - August 2012
Kilbrides Yacht Services May 2011 - August 2011
Kilbrides Yacht Services May 2010 - August 2010
Kilbrides Yacht Services May 2009 - August 2009
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Public Speaking, English, Teamwork
Education
Saint Joseph's University 2011 — 2015
Major: International Relations. Minor: Business & History
Devon Preparatory School 2007 — 2011
Emanuel Korn Emanuel Korn's First Financial Group, LLC Experience January 2013 - May 2013
Job Clothier Berel & Co. Custom
Industry Textiles
Experience
Berel & Co. Custom October 2014 - Present
AMT November 2013 - June 2014
First Financial Group, LLC January 2013 - May 2013
Law Offices of Debra G. Speyer March 2009 - September 2012
Skills
Direct Sales, Customer Service, Sales, Public Speaking, Teamwork, Microsoft Office, Social Networking, Event Planning, PowerPoint, Access, Microsoft Word, Social Media, Writing, Microsoft Excel, Word, Excel, Social Media Marketing, Leadership
Education
Temple University - Fox School of Business and Management 2009 — 2013
Bachelor's degree, Finance at the Fox School of Business and Management
Lower Merion High School 2006 — 2007
Berel & Co. Custom October 2014 - Present
AMT November 2013 - June 2014
First Financial Group, LLC January 2013 - May 2013
Law Offices of Debra G. Speyer March 2009 - September 2012
Skills
Direct Sales, Customer Service, Sales, Public Speaking, Teamwork, Microsoft Office, Social Networking, Event Planning, PowerPoint, Access, Microsoft Word, Social Media, Writing, Microsoft Excel, Word, Excel, Social Media Marketing, Leadership
Education
Temple University - Fox School of Business and Management 2009 — 2013
Bachelor's degree, Finance at the Fox School of Business and Management
Lower Merion High School 2006 — 2007
Michelle Itkin Michelle Itkin's First Financial Group, LLC Experience August 2014 - Present
Job Financial Services Representative at First Financial Group, LLC
Industry Financial Services
Experience
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
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
Edward C. Hogan, III Edward C. Hogan, III's First Financial Group, LLC Experience December 2007 - October 2008
Job Helping you experience financial security through informed decision making
Industry Financial Services
Experience
BIRE Financial Services September 2010 - Present
Sammons Securities October 2008 - Present
Sigma Planning Corporation October 2008 - Present
First Financial Group, LLC December 2007 - October 2008
Centocor 2003 - 2006
Skills
Microsoft Excel, Customer Service, Microsoft Office, Microsoft Word, PowerPoint, Outlook, English, Windows, Research, Strategic Planning, Budgets, HTML, Public Speaking, Negotiation, Photoshop
Education
Saint Joseph's University 1991 — 1996
Master of Business Administration (M.B.A.), Finance, Healthcare
Virginia Polytechnic Institute and State University 1983 — 1986
Bachelor's Degree, Computer Science & Mathematics
Salem County Community College 1981 — 1983
Associate's Degree, Computer Science & Mathematics
Penns Grove High School 1977 — 1981
High School
BIRE Financial Services September 2010 - Present
Sammons Securities October 2008 - Present
Sigma Planning Corporation October 2008 - Present
First Financial Group, LLC December 2007 - October 2008
Centocor 2003 - 2006
Skills
Microsoft Excel, Customer Service, Microsoft Office, Microsoft Word, PowerPoint, Outlook, English, Windows, Research, Strategic Planning, Budgets, HTML, Public Speaking, Negotiation, Photoshop
Education
Saint Joseph's University 1991 — 1996
Master of Business Administration (M.B.A.), Finance, Healthcare
Virginia Polytechnic Institute and State University 1983 — 1986
Bachelor's Degree, Computer Science & Mathematics
Salem County Community College 1981 — 1983
Associate's Degree, Computer Science & Mathematics
Penns Grove High School 1977 — 1981
High School
Daniel Raikin Daniel Raikin's First Financial Group, LLC Experience June 2014 - September 2014
Job Analyst at Dryden Procurement Technologies
Industry Financial Services
Experience
Dryden Procurement Technologies June 2015 - Present
First Financial Group, LLC June 2014 - September 2014
Philadelphia District Attorney's Office May 2013 - August 2013
PA Office of Attorney General May 2012 - August 2012
Skills
Legal Research, Leadership, Public Speaking, Microsoft Office, Research, Fundraising, Community Outreach, Social Media, Event Planning, Data Analysis
Education
University of Pennsylvania 2011 — 2015
BS, Political Science and History
Dryden Procurement Technologies June 2015 - Present
First Financial Group, LLC June 2014 - September 2014
Philadelphia District Attorney's Office May 2013 - August 2013
PA Office of Attorney General May 2012 - August 2012
Skills
Legal Research, Leadership, Public Speaking, Microsoft Office, Research, Fundraising, Community Outreach, Social Media, Event Planning, Data Analysis
Education
University of Pennsylvania 2011 — 2015
BS, Political Science and History
Laura Lithgow Laura Lithgow's First Financial Group, LLC Experience June 2015 - Present
Job Financial Services Representative at First Financial Group, LLC
Industry Financial Services
Experience
First Financial Group, LLC June 2015 - Present
TMNA Services, LLC. (TMNAS) February 2015 - May 2015
Saint Joseph's University January 2015 - May 2015
Saint Joseph's University October 2012 - December 2014
Loaves and Fish Food Pantry October 2010 - April 2011
Rafael Cordero Molina School November 2007 - June 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Social Media, Public Speaking, English, Social Media Marketing
Education
St. Joseph's University 2011 — 2015
Bachelor of Science (B.S.), Finance; Marketing, 3.94
First Financial Group, LLC June 2015 - Present
TMNA Services, LLC. (TMNAS) February 2015 - May 2015
Saint Joseph's University January 2015 - May 2015
Saint Joseph's University October 2012 - December 2014
Loaves and Fish Food Pantry October 2010 - April 2011
Rafael Cordero Molina School November 2007 - June 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Social Media, Public Speaking, English, Social Media Marketing
Education
St. Joseph's University 2011 — 2015
Bachelor of Science (B.S.), Finance; Marketing, 3.94
Ron Mentel Ron Mentel's First Financial Group, LLC Experience December 2014 - Present
Job Financial Services Representative at First Financial Group, LLC
Industry Financial Services
Experience
First Financial Group, LLC December 2014 - Present
Vanguard August 2014 - November 2014
NFL Agent Ed Wasielewski October 2013 - July 2014
CDW February 2013 - May 2014
Erodr December 2012 - November 2013
Hummus Restaurant June 2012 - December 2012
ESF Day Camp May 2011 - August 2012
Alex's Lemonade Stand Foundation September 2010 - January 2011
Skills
PowerPoint, Microsoft Word, Microsoft Excel, Adobe, Bilingual, Online Advertising, Small Business Online..., Public Relations, Sports Writing, Microsoft Office, Social Media, Event Planning, Facebook, Social Networking, Time Management, Blogging, Spanish, Advertising, Marketing, Social Media Marketing, Market Research, Marketing Communications, Sports Marketing, Sales, Marketing Strategy, Research, Digital Marketing, Data Analysis
Education
Temple University - Fox School of Business and Management 2010 — 2014
Bachelor of Business Administration (B.B.A.), Marketing & Management Information Systems, 3.3
Temple University - Rome 2012 — 2012
Bachelor of Business Administration (B.B.A.), Marketing
Lower Merion High School 2007 — 2010
First Financial Group, LLC December 2014 - Present
Vanguard August 2014 - November 2014
NFL Agent Ed Wasielewski October 2013 - July 2014
CDW February 2013 - May 2014
Erodr December 2012 - November 2013
Hummus Restaurant June 2012 - December 2012
ESF Day Camp May 2011 - August 2012
Alex's Lemonade Stand Foundation September 2010 - January 2011
Skills
PowerPoint, Microsoft Word, Microsoft Excel, Adobe, Bilingual, Online Advertising, Small Business Online..., Public Relations, Sports Writing, Microsoft Office, Social Media, Event Planning, Facebook, Social Networking, Time Management, Blogging, Spanish, Advertising, Marketing, Social Media Marketing, Market Research, Marketing Communications, Sports Marketing, Sales, Marketing Strategy, Research, Digital Marketing, Data Analysis
Education
Temple University - Fox School of Business and Management 2010 — 2014
Bachelor of Business Administration (B.B.A.), Marketing & Management Information Systems, 3.3
Temple University - Rome 2012 — 2012
Bachelor of Business Administration (B.B.A.), Marketing
Lower Merion High School 2007 — 2010
Lindsey Hetrick's First Financial Group, LLC Experience September 2014 - March 2015
Job Experienced mental health professional.
Industry Mental Health Care
Experience
Holcomb Behavioral Health Systems April 2015 - Present
Wyatt Glen Photography August 2013 - April 2015
First Financial Group, LLC September 2014 - March 2015
Penn Psychiatric Center March 2013 - September 2014
Connecting the Pieces April 2011 - August 2013
Montgomery County Domestic Relations May 2008 - April 2011
RecordTrak September 2007 - May 2008
Skills
Autism Spectrum..., Behavior Modification, Applied Behavior..., Behavioral Health, Social Services, Customer Service, Case Management, Early Childhood..., Behavior Change, Verbal Behavior, Social Networking, Caseload Management, Deadline Oriented, Staff Supervision, team player, Mental Health, Photography, Fitness, Fitness Training, Athletic Performance, Health, Sales, Financial Services, Interventions, Microsoft Word, Insurance, Public Speaking, Community Outreach, Marketing
Education
Penn State University 2010 — 2012
Master of Education (M.Ed.), Literacy, 4.0
Penn State University 2003 — 2007
Bachelor of Arts (B.A.), Journalism, Communications
AAAI/ISMA 2013 — 2013
Group Fitness Certification
FiTOUR 2013 — 2013
Spin Instructor Certification
Holcomb Behavioral Health Systems April 2015 - Present
Wyatt Glen Photography August 2013 - April 2015
First Financial Group, LLC September 2014 - March 2015
Penn Psychiatric Center March 2013 - September 2014
Connecting the Pieces April 2011 - August 2013
Montgomery County Domestic Relations May 2008 - April 2011
RecordTrak September 2007 - May 2008
Skills
Autism Spectrum..., Behavior Modification, Applied Behavior..., Behavioral Health, Social Services, Customer Service, Case Management, Early Childhood..., Behavior Change, Verbal Behavior, Social Networking, Caseload Management, Deadline Oriented, Staff Supervision, team player, Mental Health, Photography, Fitness, Fitness Training, Athletic Performance, Health, Sales, Financial Services, Interventions, Microsoft Word, Insurance, Public Speaking, Community Outreach, Marketing
Education
Penn State University 2010 — 2012
Master of Education (M.Ed.), Literacy, 4.0
Penn State University 2003 — 2007
Bachelor of Arts (B.A.), Journalism, Communications
AAAI/ISMA 2013 — 2013
Group Fitness Certification
FiTOUR 2013 — 2013
Spin Instructor Certification
Kevin Herron Kevin Herron's First Financial Group, LLC Experience September 2014 - Present
Job Life Insurance Agent with Midland National Life Insurance
Industry Financial Services
Experience
First Financial Group, LLC September 2014 - Present
School District of Philadelphia September 2014 - Present
Skills
Insurance, Retirement, Disability Insurance, Strategic Planning, Microsoft Office, Financial Services, Finance, Microsoft Excel, Accounting, Financial Analysis
Education
Saint Joseph's University 1978 — 1982
B.S., Accounting
First Financial Group, LLC September 2014 - Present
School District of Philadelphia September 2014 - Present
Skills
Insurance, Retirement, Disability Insurance, Strategic Planning, Microsoft Office, Financial Services, Finance, Microsoft Excel, Accounting, Financial Analysis
Education
Saint Joseph's University 1978 — 1982
B.S., Accounting
Michael Carter's First Financial Group, LLC Experience December 2014 - January 2015
Job I AM SELFFUNDING MY OWN SPORTS AGENCY BY HELPING PEOPLE ELIMINATE PUTTING THEIR FAMILIES AT RISK
Industry Financial Services
Experience
Lincoln Heritage Life Insurance Company March 2015 - Present
The PEO Experts January 2015 - Present
Big Brothers Big Sisters Southeastern PA October 2014 - Present
The Baldwin School September 2014 - Present
The Urban League of Philadelphia May 2014 - Present
1MIKECARTER Business, Entertainment, Humanities, & Sports Enterprises September 2001 - Present
First Financial Group, LLC December 2014 - January 2015
New York Life Insurance Company June 2013 - December 2014
Oxygen4Energy LLC. October 2011 - February 2013
Overbrook Friedlander Program September 2008 - October 2011
Skills
Coaching, Entrepreneurship, Small Business, Marketing Strategy, Leadership, Recruiting, Start-ups, Management, Leadership Development, Team Building, Business Planning, Customer Retention, Term Life Insurance, Retirement Planning, Networking, IRAs, Asset Protection, Succession Planning, Workshop Facilitation, IRA rollovers, Permanent Life Insurance, Licensed in Long Term..., Supplements to Employee..., Annuity Sales, Buy-sell Agreements, Business Succession..., Key Person Insurance, Lifetime Income..., Education Funding..., Public Speaking, Thought Leadership, Multi-generational..., Service Delivery, Seminar Marketing, Gifting Strategies, Protection..., Event Planning, Marketing, Event Management, Public Relations, Social Networking
Education
SEME: Sports Events Marketing Experience 2010 — 2011
Certificate of Attendance, Sports Marketing Conference
Temple University - Fox School of Business and Management 1996 — 2001
Bachelor's Degree, Sports and Recreation Management/Business Administration
SMWW - Sports Management World Wide 2008 — 2008
Athlete Management
Pro Sports Group
Certificate of Achievement, Sports Agency
Lincoln Heritage Life Insurance Company March 2015 - Present
The PEO Experts January 2015 - Present
Big Brothers Big Sisters Southeastern PA October 2014 - Present
The Baldwin School September 2014 - Present
The Urban League of Philadelphia May 2014 - Present
1MIKECARTER Business, Entertainment, Humanities, & Sports Enterprises September 2001 - Present
First Financial Group, LLC December 2014 - January 2015
New York Life Insurance Company June 2013 - December 2014
Oxygen4Energy LLC. October 2011 - February 2013
Overbrook Friedlander Program September 2008 - October 2011
Skills
Coaching, Entrepreneurship, Small Business, Marketing Strategy, Leadership, Recruiting, Start-ups, Management, Leadership Development, Team Building, Business Planning, Customer Retention, Term Life Insurance, Retirement Planning, Networking, IRAs, Asset Protection, Succession Planning, Workshop Facilitation, IRA rollovers, Permanent Life Insurance, Licensed in Long Term..., Supplements to Employee..., Annuity Sales, Buy-sell Agreements, Business Succession..., Key Person Insurance, Lifetime Income..., Education Funding..., Public Speaking, Thought Leadership, Multi-generational..., Service Delivery, Seminar Marketing, Gifting Strategies, Protection..., Event Planning, Marketing, Event Management, Public Relations, Social Networking
Education
SEME: Sports Events Marketing Experience 2010 — 2011
Certificate of Attendance, Sports Marketing Conference
Temple University - Fox School of Business and Management 1996 — 2001
Bachelor's Degree, Sports and Recreation Management/Business Administration
SMWW - Sports Management World Wide 2008 — 2008
Athlete Management
Pro Sports Group
Certificate of Achievement, Sports Agency
Daniel Fahy Jr's First Financial Group, LLC Experience July 2009 - June 2011
Job Talent Acquisition Consultant at Hay Group
Industry Accounting
Experience
Hay Group July 2015 - Present
Grant Thornton LLP January 2012 - May 2015
Philadelphia Sports Hall of Fame November 2004 - July 2012
Pricewaterhouse Coopers LLP July 2011 - November 2011
First Financial Group LLC July 2009 - June 2011
BearingPoint December 2006 - February 2009
Ajilon Finance Solutions March 2006 - November 2006
National Adoption Center April 1996 - June 2006
Joseph Daniels & Associates Inc. January 2003 - March 2006
KPMG July 1997 - January 2003
Skills
Recruitment/Retention, Contract Recruitment, New Business Development, Talent Acquisition, Sourcing, Strategic Planning, Employee Engagement, Budgeting, Leadership, Temporary Placement, Sales, Human Resources, Time Management, Onboarding, Interviews, Budgets, Recruiting, Personnel Management, Strategy, Management, Marketing, Applicant Tracking..., Project Planning, Business Development, Team Management, Project Management, Fundraising, Sales Management, Finance, Talent Management, Temporary Staffing, Hiring, Consulting, Event Planning, Technical Recruiting, Performance Management, Forecasting, College Recruiting, Process Improvement, Screening
Education
Saint Joseph's University 1982 — 1986
Bachelors of Science, Accounting
St. Joseph's Preparatory School 1978 — 1982
diploma
Hay Group July 2015 - Present
Grant Thornton LLP January 2012 - May 2015
Philadelphia Sports Hall of Fame November 2004 - July 2012
Pricewaterhouse Coopers LLP July 2011 - November 2011
First Financial Group LLC July 2009 - June 2011
BearingPoint December 2006 - February 2009
Ajilon Finance Solutions March 2006 - November 2006
National Adoption Center April 1996 - June 2006
Joseph Daniels & Associates Inc. January 2003 - March 2006
KPMG July 1997 - January 2003
Skills
Recruitment/Retention, Contract Recruitment, New Business Development, Talent Acquisition, Sourcing, Strategic Planning, Employee Engagement, Budgeting, Leadership, Temporary Placement, Sales, Human Resources, Time Management, Onboarding, Interviews, Budgets, Recruiting, Personnel Management, Strategy, Management, Marketing, Applicant Tracking..., Project Planning, Business Development, Team Management, Project Management, Fundraising, Sales Management, Finance, Talent Management, Temporary Staffing, Hiring, Consulting, Event Planning, Technical Recruiting, Performance Management, Forecasting, College Recruiting, Process Improvement, Screening
Education
Saint Joseph's University 1982 — 1986
Bachelors of Science, Accounting
St. Joseph's Preparatory School 1978 — 1982
diploma
Virginia Lee Virginia Lee's First Financial Group, LLC Experience August 2015 - Present
Job Administrative Assistant at First Financial Group, LLC
Industry Financial Services
Experience
First Financial Group, LLC August 2015 - Present
Citi July 2013 - July 2015
Citi August 2012 - July 2013
Citi February 2012 - July 2012
J.P. Morgan January 2011 - May 2011
Verizon June 2010 - August 2010
Skills
Microsoft Excel, PowerPoint, Data Analysis, Outlook, Customer Service, Business Analysis, Leadership, Process Improvement, Internal Controls, Capital Markets, Loans, Credit, Lines Of Credit, Operations Management, Banking
Education
West Chester University of Pennsylvania 2015 — 2017
Master of Education (M.Ed.), Counselor Education/School Counseling and Guidance Services
University of Delaware 2007 — 2011
Bachelor of Science (B.S.), Finance
University of Delaware - Lerner College of Business and Economics 2007 — 2011
Bachelor of Science, Finance
First Financial Group, LLC August 2015 - Present
Citi July 2013 - July 2015
Citi August 2012 - July 2013
Citi February 2012 - July 2012
J.P. Morgan January 2011 - May 2011
Verizon June 2010 - August 2010
Skills
Microsoft Excel, PowerPoint, Data Analysis, Outlook, Customer Service, Business Analysis, Leadership, Process Improvement, Internal Controls, Capital Markets, Loans, Credit, Lines Of Credit, Operations Management, Banking
Education
West Chester University of Pennsylvania 2015 — 2017
Master of Education (M.Ed.), Counselor Education/School Counseling and Guidance Services
University of Delaware 2007 — 2011
Bachelor of Science (B.S.), Finance
University of Delaware - Lerner College of Business and Economics 2007 — 2011
Bachelor of Science, Finance
Elizabeth Meyer Elizabeth Meyer's First Financial Group, LLC Experience February 2015 - May 2015
Job Life & Health Insurance Agent at Noble Guard Solutions
Industry Insurance
Experience
Noble Guard Solutions February 2013 - Present
First Financial Group, LLC February 2015 - May 2015
Genworth Financial September 2007 - February 2013
Genworth Financial September 2007 - February 2013
Skills
Long Term Care Insurance, Insurance, Health Insurance, Employee Benefits, Customer Service, Healthcare, Long-term Care, Personal Finance, Public Speaking, Life Insurance, Medicare Part D, General Insurance, Finance, Small Business, Medicare Supplement..., Medicare, Disability Insurance, Financial Services, Sales
Education
Philadelphia University 1984 — 1986
BS, Marketing & Design
East Carolina University 1981 — 1984
BS, Business/Marketing/Merchandising
Noble Guard Solutions February 2013 - Present
First Financial Group, LLC February 2015 - May 2015
Genworth Financial September 2007 - February 2013
Genworth Financial September 2007 - February 2013
Skills
Long Term Care Insurance, Insurance, Health Insurance, Employee Benefits, Customer Service, Healthcare, Long-term Care, Personal Finance, Public Speaking, Life Insurance, Medicare Part D, General Insurance, Finance, Small Business, Medicare Supplement..., Medicare, Disability Insurance, Financial Services, Sales
Education
Philadelphia University 1984 — 1986
BS, Marketing & Design
East Carolina University 1981 — 1984
BS, Business/Marketing/Merchandising
Zach Lessen Zach Lessen's First Financial Group, LLC Experience June 2015 - July 2015
Job Intern at Investment Banking Institute
Industry Financial Services
Experience
Investment Banking Institute - iBanking.com July 2015 - August 2015
First Financial Group, LLC June 2015 - July 2015
Sportime June 2012 - June 2014
North American Partners in Anesthesia June 2013 - July 2013
Skills
Microsoft Excel, PowerPoint, Research, Leadership, Valuation, Financial Analysis, Insurance, Sales, Investment Banking, Financial Modeling, Investment Management
Education
University of Pennsylvania 2012 — 2016
Economics, Senior
Investment Banking Institute - iBanking.com July 2015 - August 2015
First Financial Group, LLC June 2015 - July 2015
Sportime June 2012 - June 2014
North American Partners in Anesthesia June 2013 - July 2013
Skills
Microsoft Excel, PowerPoint, Research, Leadership, Valuation, Financial Analysis, Insurance, Sales, Investment Banking, Financial Modeling, Investment Management
Education
University of Pennsylvania 2012 — 2016
Economics, Senior
Christopher Perillo Christopher Perillo's First Financial Group, LLC Experience October 2005 - January 2008
Job Strategically and proactively improving the costs and designs of leading organizations Total Rewards Programs.
Industry Insurance
Experience
Willis May 2012 - Present
Vantagen January 2008 - May 2012
First Financial Group, LLC October 2005 - January 2008
Northwestern Mutual Financial Network April 2003 - December 2004
The Hay Group July 2001 - January 2003
Skills
New Business Development, Negotiation, Consultative Selling, Client Acquisition, Relationship Development, Employee Benefits, Insurance Brokerage, Benefit Cost Analysis, Strategic Planning, Vendor Management, Healthcare Reform, Benefits Administration, Voluntary Employee..., Self-funded, Business Development, Life Insurance, Disability Insurance
Education
Pennsylvania State University-Great Valley Graduate Center 1999 — 2001
MBA, Finance
University of Delaware 1989 — 1993
Bachelor of Arts, History
Willis May 2012 - Present
Vantagen January 2008 - May 2012
First Financial Group, LLC October 2005 - January 2008
Northwestern Mutual Financial Network April 2003 - December 2004
The Hay Group July 2001 - January 2003
Skills
New Business Development, Negotiation, Consultative Selling, Client Acquisition, Relationship Development, Employee Benefits, Insurance Brokerage, Benefit Cost Analysis, Strategic Planning, Vendor Management, Healthcare Reform, Benefits Administration, Voluntary Employee..., Self-funded, Business Development, Life Insurance, Disability Insurance
Education
Pennsylvania State University-Great Valley Graduate Center 1999 — 2001
MBA, Finance
University of Delaware 1989 — 1993
Bachelor of Arts, History
Maria Villamar Maria Villamar's First Financial Group, LLC Experience June 2015 - Present
Job Financial Services Professional at First Financial Group, LLC
Industry Museums and Institutions
Experience
First Financial Group, LLC June 2015 - Present
Skills
Catering, Waitressing, Language Teaching, Language Translation, Hostesses, Microsoft Office, Small Business, Customer Service, E-Learning, Environmental Awareness, Fitness, Food & Beverage, Health, Internet, Social Media, Social Networking, Tutoring, Typography, Volunteering, Customer Satisfaction, PowerPoint, Teamwork, Public Speaking, Facebook, Event Planning, Leadership, Microsoft Excel, Research, Sales
Education
Temple University 2012 — 2015
Bachelor’s Degree, Finance, General
Montgomery County Community College
Associates, Liberal Arts
Cheltenham High School 2008 — 2010
First Financial Group, LLC June 2015 - Present
Skills
Catering, Waitressing, Language Teaching, Language Translation, Hostesses, Microsoft Office, Small Business, Customer Service, E-Learning, Environmental Awareness, Fitness, Food & Beverage, Health, Internet, Social Media, Social Networking, Tutoring, Typography, Volunteering, Customer Satisfaction, PowerPoint, Teamwork, Public Speaking, Facebook, Event Planning, Leadership, Microsoft Excel, Research, Sales
Education
Temple University 2012 — 2015
Bachelor’s Degree, Finance, General
Montgomery County Community College
Associates, Liberal Arts
Cheltenham High School 2008 — 2010
Nick Papa Nick Papa's First Financial Group, LLC Experience June 2014 - Present
Job Financial Services Professional at The First Financial Group
Industry Financial Services
Experience
First Financial Group, LLC June 2014 - Present
Ridley High School November 2014 - Present
Skills
Disability Insurance, PowerPoint, Public Speaking, Customer Service, Long Term Care Insurance, Insurance, Microsoft Office, Microsoft Word, Time Management
Education
Rider University 2010 — 2014
Bachelor of Science (B.S.), Business Administration and Management, General
Penncrest High School 2006 — 2010
First Financial Group, LLC June 2014 - Present
Ridley High School November 2014 - Present
Skills
Disability Insurance, PowerPoint, Public Speaking, Customer Service, Long Term Care Insurance, Insurance, Microsoft Office, Microsoft Word, Time Management
Education
Rider University 2010 — 2014
Bachelor of Science (B.S.), Business Administration and Management, General
Penncrest High School 2006 — 2010
Danielle Repko's First Financial Group, LLC Experience June 2015 - Present
Job Financial Services Intern at First Financial Group, LLC
Industry Financial Services
Experience
First Financial Group, LLC June 2015 - Present
YMCA of Delaware June 2012 - August 2014
Skills
Public Speaking, Fundraising, Community Outreach, Event Planning, Leadership, Fixed Annuities, Social Networking
Education
University of Delaware 2012 — 2016
Bachelor of Science (B.S.), Economics and Finance
Caravel Academy 2008 — 2012
High School
First Financial Group, LLC June 2015 - Present
YMCA of Delaware June 2012 - August 2014
Skills
Public Speaking, Fundraising, Community Outreach, Event Planning, Leadership, Fixed Annuities, Social Networking
Education
University of Delaware 2012 — 2016
Bachelor of Science (B.S.), Economics and Finance
Caravel Academy 2008 — 2012
High School
William P. Curtis (Billy) William P. Curtis (Billy)'s First Financial Group, LLC Experience July 2015 - Present
Job Financial Services Professional at First Financial Group, LLC
Industry Financial Services
Experience
First Financial Group, LLC July 2015 - Present
Great American Pub April 2012 - Present
First Financial Group, LLC May 2014 - August 2014
Skills
Sales, Management, Leadership, Marketing, Training, Life Insurance, Small Business, Finance, Retirement Planning, Disability Insurance, Risk Management, Special Needs Planning, Event Planning
Education
Penn State University 2011 — 2015
Bachelor of Science (BS), Hospitality Administration/Management
Radnor High School 2006 — 2010
High School Diploma
First Financial Group, LLC July 2015 - Present
Great American Pub April 2012 - Present
First Financial Group, LLC May 2014 - August 2014
Skills
Sales, Management, Leadership, Marketing, Training, Life Insurance, Small Business, Finance, Retirement Planning, Disability Insurance, Risk Management, Special Needs Planning, Event Planning
Education
Penn State University 2011 — 2015
Bachelor of Science (BS), Hospitality Administration/Management
Radnor High School 2006 — 2010
High School Diploma
Jaime K. Vazquez's First Financial Group, LLC Experience October 2014 - Present
Job Financial Assistant to Vince DiPietro, CLU®, ChFC®, ChSNC™, CFBS and Zachary Golen, AIF®
Industry Financial Services
Experience
First Financial Group, LLC October 2014 - Present
Audi Conshohocken July 2013 - July 2014
The Beacon Group of Companies May 2012 - June 2013
ReminderMedia December 2011 - March 2012
Ascensus March 2010 - October 2010
Vanguard October 2000 - July 2009
Vanguard October 2000 - July 2009
Vanguard October 2000 - July 2009
Vanguard October 2000 - July 2009
Skills
CRM, Retirement Planning, Financial Services, Retirement, Investments, Mutual Funds, Sales Management, 401k, Negotiation, ERISA, IRAs, Microsoft Office, RMDS, Qualified Retirement..., Licensing, Asset Allocation, Marketing Management, Profit Sharing, IRA, Office Administration, RFP Generation, RFP Design, Mail Sorting, Manage Client..., Client Development, Client Liaison, Client Relations Skills, Commitment to Customer..., Outlook, Office Management, Financial Analysis, Positive Team Player, Roth IRA, Inventory Management, High Net Worth..., Model Portfolios, Cross Selling, Sales Presentations, Sales Prospecting, Simple IRA, Benchmarking, Client Education, Financial Systems, Microsoft Publisher, New Business Development, 401k Rollovers, Automotive Sales..., Underwriting, Salesforce.com, Customer Service
Education
Arcadia University
Business Administration
First Financial Group, LLC October 2014 - Present
Audi Conshohocken July 2013 - July 2014
The Beacon Group of Companies May 2012 - June 2013
ReminderMedia December 2011 - March 2012
Ascensus March 2010 - October 2010
Vanguard October 2000 - July 2009
Vanguard October 2000 - July 2009
Vanguard October 2000 - July 2009
Vanguard October 2000 - July 2009
Skills
CRM, Retirement Planning, Financial Services, Retirement, Investments, Mutual Funds, Sales Management, 401k, Negotiation, ERISA, IRAs, Microsoft Office, RMDS, Qualified Retirement..., Licensing, Asset Allocation, Marketing Management, Profit Sharing, IRA, Office Administration, RFP Generation, RFP Design, Mail Sorting, Manage Client..., Client Development, Client Liaison, Client Relations Skills, Commitment to Customer..., Outlook, Office Management, Financial Analysis, Positive Team Player, Roth IRA, Inventory Management, High Net Worth..., Model Portfolios, Cross Selling, Sales Presentations, Sales Prospecting, Simple IRA, Benchmarking, Client Education, Financial Systems, Microsoft Publisher, New Business Development, 401k Rollovers, Automotive Sales..., Underwriting, Salesforce.com, Customer Service
Education
Arcadia University
Business Administration
CJ Fazio's First Financial Group, LLC Experience September 2014 - Present
Job Financial Professional at First Financial Group, LLC
Industry Financial Services
Experience
First Financial Group, LLC September 2014 - Present
AXA Equitable January 2013 - August 2014
Virtua Health May 2009 - December 2012
Skills
Microsoft Excel, Photoshop, PowerPoint, Management, Microsoft Office, Time Management, Finance, Management Development, Microsoft Word, Macintosh Applications, Photo Editor, Creative Problem Solving, Team Building, Life Insurance, Windows, Microsoft Suites, Customer Service, Leadership, Social Media, Data Entry, Photography
Education
Philadelphia University 2008 — 2012
Bachelor of Science, Business Management, Law and Society, Senior
Cherry Hill High School East 2004 — 2008
First Financial Group, LLC September 2014 - Present
AXA Equitable January 2013 - August 2014
Virtua Health May 2009 - December 2012
Skills
Microsoft Excel, Photoshop, PowerPoint, Management, Microsoft Office, Time Management, Finance, Management Development, Microsoft Word, Macintosh Applications, Photo Editor, Creative Problem Solving, Team Building, Life Insurance, Windows, Microsoft Suites, Customer Service, Leadership, Social Media, Data Entry, Photography
Education
Philadelphia University 2008 — 2012
Bachelor of Science, Business Management, Law and Society, Senior
Cherry Hill High School East 2004 — 2008
Rory Sullivan's First Financial Group, LLC Experience June 2015 - Present
Job Financial Services Professional at First Financial Group, LLC
Industry Financial Services
Experience
First Financial Group, LLC June 2015 - Present
Northwestern Mutual September 2013 - June 2015
Finish Line July 2007 - July 2013
College Works Painting January 2012 - September 2012
Max Hansen Catering July 2007 - May 2009
Skills
Retirement Planning, Finance, Leadership, Wealth Management, Disability Insurance, Retirement, Fixed Annuities, Term Life Insurance, Mutual Funds, Life Insurance, Wealth Accumulation, Mentoring, Long-term Care, Estate Planning, Fundraising, Permanent Life Insurance, Customer Service, College Funding..., Small Business..., Financial Planning, Social Media, Investments, Microsoft Word
Education
Penn State University 2009 — 2013
Public Relations, Advertising, and Applied Communication
Hatboro Horsham 2006 — 2009
First Financial Group, LLC June 2015 - Present
Northwestern Mutual September 2013 - June 2015
Finish Line July 2007 - July 2013
College Works Painting January 2012 - September 2012
Max Hansen Catering July 2007 - May 2009
Skills
Retirement Planning, Finance, Leadership, Wealth Management, Disability Insurance, Retirement, Fixed Annuities, Term Life Insurance, Mutual Funds, Life Insurance, Wealth Accumulation, Mentoring, Long-term Care, Estate Planning, Fundraising, Permanent Life Insurance, Customer Service, College Funding..., Small Business..., Financial Planning, Social Media, Investments, Microsoft Word
Education
Penn State University 2009 — 2013
Public Relations, Advertising, and Applied Communication
Hatboro Horsham 2006 — 2009
Christine M Topping Christine M Topping's First Financial Group, LLC Experience May 2015 - Present
Job Financial Services Professional at First Financial Group, LLC
Industry Financial Services
Experience
First Financial Group, LLC May 2015 - Present
First Financial Group, LLC June 2014 - May 2015
Skills
Management, Finance, Social Entrepreneurship, Financial Services, Social Media, Public Speaking, Social Networking, Social Skills, Customer Service, Leadership, Insurance, Time Management, Sales, Social Media Marketing, Entrepreneurship, Relationship Building, Relationship Management, Relationship Development, Organization Skills, Impromptu Speaking, Economics, Econometrics
Education
Stockton University
Bachelor of Science (BS), Finance, Economics, 3.55 Cumulative GPA, Program Distinction
First Financial Group, LLC May 2015 - Present
First Financial Group, LLC June 2014 - May 2015
Skills
Management, Finance, Social Entrepreneurship, Financial Services, Social Media, Public Speaking, Social Networking, Social Skills, Customer Service, Leadership, Insurance, Time Management, Sales, Social Media Marketing, Entrepreneurship, Relationship Building, Relationship Management, Relationship Development, Organization Skills, Impromptu Speaking, Economics, Econometrics
Education
Stockton University
Bachelor of Science (BS), Finance, Economics, 3.55 Cumulative GPA, Program Distinction
Michael Hartsough Michael Hartsough's First Financial Group, LLC Experience May 2014 - Present
Job Registered Representative at First Financial Group, LLC
Industry Financial Services
Experience
First Financial Group, LLC May 2014 - Present
Skills
Financial Services, Golf Fitness, Acoustic Guitar, Microsoft Word, Microsoft Office, Social Media, Public Speaking
Education
Saint Joseph's University 2010 — 2014
Bachelor's degree, Marketing
Monsignor Bonner High School 2006 — 2010
First Financial Group, LLC May 2014 - Present
Skills
Financial Services, Golf Fitness, Acoustic Guitar, Microsoft Word, Microsoft Office, Social Media, Public Speaking
Education
Saint Joseph's University 2010 — 2014
Bachelor's degree, Marketing
Monsignor Bonner High School 2006 — 2010
James Moloney James Moloney's First Financial Group, LLC Experience June 2015 - Present
Job Financial Services Intern at First Financial Group, LLC
Industry Marketing and Advertising
Experience
First Financial Group, LLC June 2015 - Present
Education
University of Delaware 2012 — 2016
Bachelor's degree, Marketing
First Financial Group, LLC June 2015 - Present
Education
University of Delaware 2012 — 2016
Bachelor's degree, Marketing
Keith Deuber Keith Deuber's First Financial Group, LLC Experience October 2014 - Present
Job Financial Services Professional at First Financial Group, LLC
Industry Financial Services
Experience
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, 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
Andrew Vu's First Financial Group, LLC Experience May 2014 - Present
Job Financial Services Representative at First Financial Group
Industry Financial Services
Experience
First Financial Group, LLC May 2014 - Present
JPMorgan Chase 2013 - April 2014
JPMorgan Chase 2009 - 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Public Speaking, Storytelling
Education
University of Pittsburgh 2004 — 2008
BSBA, Finance
Haverford High School
First Financial Group, LLC May 2014 - Present
JPMorgan Chase 2013 - April 2014
JPMorgan Chase 2009 - 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Public Speaking, Storytelling
Education
University of Pittsburgh 2004 — 2008
BSBA, Finance
Haverford High School
Julio Vinciguerra Julio Vinciguerra's First Financial Group, LLC Experience September 2014 - Present
Job Financial Services Representative at First Financial Group, LLC
Industry Financial Services
Experience
First Financial Group, LLC September 2014 - Present
Philadelphia Union January 2013 - September 2014
Tujuguete Investments March 2010 - July 2011
Skills
Marketing, Sales, Spanish, Event Planning, Entrepreneurship, Customer Service, Marketing Strategy
Education
Western Illinois University 2011 — 2013
Master's Degree, Sport Marketing Management
Universidad Metropolitana (VE) 2005 — 2010
Bachelor's Degree, Business Administration and Management, General
Universidad Metropolitana (VE) 2009 — 2010
Associate's Degree, Marketing/Marketing Management, General
First Financial Group, LLC September 2014 - Present
Philadelphia Union January 2013 - September 2014
Tujuguete Investments March 2010 - July 2011
Skills
Marketing, Sales, Spanish, Event Planning, Entrepreneurship, Customer Service, Marketing Strategy
Education
Western Illinois University 2011 — 2013
Master's Degree, Sport Marketing Management
Universidad Metropolitana (VE) 2005 — 2010
Bachelor's Degree, Business Administration and Management, General
Universidad Metropolitana (VE) 2009 — 2010
Associate's Degree, Marketing/Marketing Management, General
Jim McGarrity Jim McGarrity's First Financial Group, LLC Experience February 2015 - Present
Job Financial Services Professional at First Financial Group, LLC
Industry Financial Services
Experience
First Financial Group, LLC February 2015 - Present
Mister Softee Corporation May 2009 - October 2014
Skills
Management, Research, PowerPoint, Sales, Leadership, Training
Education
Penn State University 2007 — 2011
Bachelor's degree, Marketing/Marketing Management, General
Monsignor Bonner 2003 — 2007
High School
First Financial Group, LLC February 2015 - Present
Mister Softee Corporation May 2009 - October 2014
Skills
Management, Research, PowerPoint, Sales, Leadership, Training
Education
Penn State University 2007 — 2011
Bachelor's degree, Marketing/Marketing Management, General
Monsignor Bonner 2003 — 2007
High School
Alberto Soulier Alberto Soulier's First Financial Group, LLC Experience June 2009 - July 2013
Job Financial Services Representative at National Life Group
Industry Financial Services
Experience
Principal Financial Group December 2012 - April 2014
First Financial Group LLC. June 2009 - July 2013
City First Mortgage Corporation March 2003 - May 2009
Skills
Finance, Investments, Insurance, Portfolio Management, Sales, Retirement, Strategic Financial..., Financial Analysis, Life Insurance, Marketing, Strategic Planning, Marketing Strategy, Mutual Funds, Fixed Annuities, Business Planning, New Business Development, Entrepreneurship, Variable Annuities, Market Research, Indexed Annuities, Income Protection, Manage Client..., Financial Services, Financial Planning, Retirement Planning
Education
University of Miami - School of Business 1985 — 1988
Bachelor of Business Administration (B.B.A.), Finance, General
L'Académie de langues et de commerce - G. & S. Roesner. Geneva, Switzerland. 1984 — 1985
French Studies
Principal Financial Group December 2012 - April 2014
First Financial Group LLC. June 2009 - July 2013
City First Mortgage Corporation March 2003 - May 2009
Skills
Finance, Investments, Insurance, Portfolio Management, Sales, Retirement, Strategic Financial..., Financial Analysis, Life Insurance, Marketing, Strategic Planning, Marketing Strategy, Mutual Funds, Fixed Annuities, Business Planning, New Business Development, Entrepreneurship, Variable Annuities, Market Research, Indexed Annuities, Income Protection, Manage Client..., Financial Services, Financial Planning, Retirement Planning
Education
University of Miami - School of Business 1985 — 1988
Bachelor of Business Administration (B.B.A.), Finance, General
L'Académie de langues et de commerce - G. & S. Roesner. Geneva, Switzerland. 1984 — 1985
French Studies