First Senior Financial Group
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First Senior Financial Group Employees
Retirement Media, Inc. January 2012 - Present
First Senior Financial Group 2005 - Present
Golden Age Foundation 2001 - 2008
American Senior Information Service 1997 - 2008
Community Healthcare Service 1976 - 1999
Skills
Master IRA Advisor, Five Star Wealth Manager, Financial Advisor, Consumer Advocate, Published Author, Leadership, Long-term Care, Radio, Public Speaking, Retirement Planning, Teaching, Marketing, Senior Advocate, National Advisor Mentor, Educator, Retirement Phase Expert, Insurance, Phil Cannella, Insurance Investments
Education
Cheyney University of Pennsylvania 1975 — 1975
Upper Darby High School 1970 — 1974
Aetna September 2014 - Present
First Senior Financial Group March 2012 - March 2014
Law Offices of Bonnie-Ann Brill Keagy June 2009 - March 2012
Bee, Bergvall & Co September 2007 - June 2009
Travelers July 1991 - January 2003
KPMG US September 1988 - July 1991
Skills
QuickBooks, Payroll, Financial Reporting, Account Reconciliation, Accounting, Auditing, Cash Management, Finance, Financial Statements, General Ledger, Internal Audit, Internal Controls, Microsoft Excel, Budgets, Financial Analysis, Management
Education
Penn State University 1984 — 1988
Bachelor's degree, Accounting
PwC July 2014 - Present
PwC 2014 - 2015
Trinseo 2014 - 2015
TE Connectivity September 2013 - June 2014
La Salle University 2011 - 2014
First Senior Financial Group May 2012 - September 2013
Bare Feet Shoes April 2009 - May 2012
Sapling Inc. 2008 - 2008
Skills
Financial Reporting, Analysis, Budgets, General Ledger, Variance Analysis, Internal Audit, Corporate Tax, SAP ERP, Financial Analysis, Mas 90, Cost Accounting, Microsoft Dynamics SL, Year-end Close, Accruals, Pivot Tables, Fixed Assets, Internal Controls, Sarbanes-Oxley Act, GAAP, Project Accounting, Revenue Recognition, Microsoft Dynamics GP, Auditing, Tax
Education
La Salle University 2011 — 2014
Master of Business Administration (M.B.A.), Accounting
Manor College 2008 — 2010
Master of Business Administration (MBA), Accounting
TSPU 2001 — 2005
First Senior Financial Group April 2012 - Present
First Senior Financial Group September 2010 - April 2012
C. Co 1/112th Infantry April 2000 - April 2012
Operation Iraqi Freedom September 2008 - September 2009
Operation Southern Comfort, Katrina Relief August 2005 - September 2005
Operation Joint Guardian, Kosovo March 2003 - March 2004
Skills
Fixed Annuities, Financial Forecasting, Security Clearance, Planning, Military, Analysis, Leadership, Training, Project Planning, Management, Risk Management, Financial Analysis, Government, Sales, Operational Planning, Finance, Microsoft Excel, Microsoft Office, Strategic Planning, Team Building
Education
Indiana University of Pennsylvania 2002 — 2010
B.S, Finance (Economics)
First Senior Financial Group December 2012 - Present
First Senior Financial Group March 2012 - December 2012
First Senior Financial Group February 2011 - March 2012
Skills
Process Scheduler, Microsoft Office, Customer Service, Social Media, Microsoft Excel, Event Planning, Microsoft Word, Leadership, Research, Time Management
Education
Eastern University 2006 — 2010
BS, Communication Studies
River Accorsi May 1987 - Present
Rutgers University February 2012 - August 2014
Rutgers University August 2012 - February 2013
First Senior Financial Group 2010 - 2011
Learning by Grace September 2009 - February 2010
LIHN Center for Psychology February 2009 - February 2009
Streettalkin.com June 2008 - December 2008
Skills
Sound Design, Music, Audio Engineering, Music Production, Directing, Recording, Screenwriting, Feature Films, Sound, Editing, Psychology, Radio, Social Media Marketing, Customer Service, Entertainment, Social Media, Research, Management, Microsoft Office, Social Networking
Education
Eastern University 2005 — 2009
B.S., Cognitive Experimental Psychology
Starfields Productions Recording Studio 2004 — 2005
Certificate, Audio Engineering Course and Internship
New York Film Academy 2003 — 2003
Summer Course Certificate, Film/Cinema/Video Studies
UCH & Affiliates June 2014 - Present
First Senior Financial Group January 2011 - Present
Philadelphia Inquirer, Daily News, Philly.com May 2010 - January 2011
Skills
Creative Writing, Technical Writing, Research, Market Research, Public Relations, Publishing, Web Content, Audio/Visual Software, Print/Web Design, Online Marketing, Advertising, Press Releases, Social Media, Management
Education
Temple University 2007 — 2011
Bachelor of Arts (BA), Journalism
Efficient Advisors, LLC June 2010 - Present
First Senior Financial Group July 2009 - February 2011
Complete Investment Management, Inc. July 2006 - July 2009
BCG Securities, Inc. January 2001 - July 2006
Education
Penn State University 1992 — 1996
BS, Finance
Insurance Xchange / Custom Benefit Plans January 2014 - Present
First Senior Financial Group February 2010 - January 2014
First Senior Financial Group February 2010 - January 2014
Skills
Retirement Planning, Insurance, Life Insurance, Investments, Asset Management, Wealth Management, Loans, Strategic Financial..., Retirement, Business Intelligence, Estate Planning, Healthcare
Education
Penn State University 1996 — 2000
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
William Tennent High School 1992 — 1996
Grant Thornton LLP May 2015 - Present
Grant Thornton LLP October 2012 - Present
Vanguard 2011 - 2012
First Senior Financial Group September 2010 - August 2011
Skills
Analysis, Financial Modeling, Data Analysis, Management, Microsoft Excel, Trend Analysis, Process Improvement, Financial Reporting, Management Consulting, Cognos, Business Analysis, Financial Analysis, Testing
Education
George Mason University 2014 — 2016
Master of Business Administration (M.B.A.), Finance, General
Penn State University 2005 — 2009
Bachelor of Science (BS), Mathematics