First Senior Financial Group

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First Senior Financial Group Employees

Employee
Years
Job
Industry
Phil Cannella Phil Cannella King Of Prussia, Pennsylvania Details
Phil Cannella's First Senior Financial Group Experience 2005 - Present
Job Phil Cannella Retirement Phase Specialist
Industry Financial Services
Experience
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

Cara Mullen Cara Mullen Greater Philadelphia Area Details
Cara Mullen's First Senior Financial Group Experience March 2012 - March 2014
Job Manager of Financial Reporting Aetna
Industry Insurance
Experience
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

Vira K. Vira K. Greater Philadelphia Area Details
Vira K.'s First Senior Financial Group Experience May 2012 - September 2013
Job Assurance Associate, PwC
Industry Financial Services
Experience
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

Matthew Brennen Matthew Brennen Greater Philadelphia Area Details
Matthew Brennen's First Senior Financial Group Experience April 2012 - Present
Job Financial Advisor and Customer Service Manager at First Senior Financial Group
Industry Financial Services
Experience
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)

Kathleen Krotzer Kathleen Krotzer Greater Philadelphia Area Details
Kathleen Krotzer's First Senior Financial Group Experience December 2012 - Present
Job Scheduling Manager at First Senior Financial Group
Industry Human Resources
Experience
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 River Accorsi Greater New York City Area Details
River Accorsi's First Senior Financial Group Experience 2010 - 2011
Job Psionic Vibratory Architect
Industry Music
Experience
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

Kean Maynard Kean Maynard Philadelphia, Pennsylvania Details
Kean Maynard's First Senior Financial Group Experience January 2011 - Present
Job Marketing & Communications Coordinator at UCH & Affiliates
Industry Marketing and Advertising
Experience
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

Pete Kisver Pete Kisver Philadelphia, Pennsylvania Details
Pete Kisver's First Senior Financial Group Experience July 2009 - February 2011
Job Director of Operations at Efficient Advisors, LLC
Industry Financial Services
Experience
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

Lawrence Umansky Lawrence Umansky Greater Philadelphia Area Details
Lawrence Umansky's First Senior Financial Group Experience February 2010 - January 2014
Job Insurance Specialist at Insurance Exchange / Custom Benefit Plans
Industry Insurance
Experience
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

Erin Palmieri Erin Palmieri Washington D.C. Metro Area Details
Erin Palmieri's First Senior Financial Group Experience September 2010 - August 2011
Job Financial Analyst at Grant Thornton LLP
Industry Financial Services
Experience
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