Experience
Franklin Square Capital Partners   March 2015 - Present
Franklin Square Capital Partners   January 2013 - February 2015
Columbia University  September 2010 - December 2012
Royal Bank of Scotland  June 2012 - August 2012
New York Hospital Queens  May 2011 - August 2011
Theater Direct, Inc.   June 2008 - August 2010
Audi of America  November 2006 - July 2008
Sugar Communications   April 2002 - October 2006
Free-Lance  August 1998 - October 2006
NBC Universal  May 2003 - November 2005

Skills
Marketing, Research, Fundraising, Microsoft Excel, Event Planning, Microsoft Word, Data Analysis, PowerPoint, Microsoft Office, Strategic Planning, Market Research, Editing, Event Management, Salesforce.com, Teamwork, Customer Service, Outlook, Sales, Alternative Investments, Securities, Series 7, Series 63, New Business Development, Financial Services, Business Development, Awesomeness, Sales Management, Sales Presentations, Public Relations, Strategy

Education
Columbia University in the City of New York   2010 — 2012
B.A., International History

Santa Monica College   2009 — 2010
History, Economics, Statistics

New York University   1996 — 1997
Core Curriculum, French

Princeton High School

Experience
EY  March 2013 - Present
Franklin Square Capital Partners   July 2011 - February 2013
Ernst & Young  October 2006 - July 2011

Education
La Salle University   2002 — 2006
Bachelor of Science (B.S.), Accounting

Experience
Franklin Square Capital Partners   October 2013 - Present

Skills
Capital Markets, Hedge Funds, Equities, Investor Relations, Derivatives, Emerging Markets, Investment Banking, Market Data, Valuation, Credit Risk, Business Strategy, Finance, Structured Finance, Corporate Finance, Trading, Start-ups, Securities, Financial Services, Asset Management, Investments, Mergers & Acquisitions, Bonds, Credit, Portfolio Management, Analysis, Alternative Investments, Loans, Private Equity, Equity Research, Leveraged Finance, Financial Modeling, Wealth Management, Structured Products, Investment Management, Writing

Education
New York University - Leonard N. Stern School of Business   2008 — 2011
Master of Business Administration, Finance

New York University   2000 — 2002
Master of Arts, Journalism/Business & Economics Reporting

Bates College   1992 — 1995
Bachelor of Arts, History

Experience
Franklin Square Capital Partners   July 2014 - Present
Victory Capital Management  January 2011 - April 2014
Victory Capital Management  May 2008 - January 2011
Argent Capital Management  August 2005 - April 2008
SEI Investments  February 1999 - July 2005
Pilgrim Baxter & Associates, Ltd.   1998 - 1999

Skills
Mutual Funds, Alternative Investments, Series 7, Investments, Investment Strategies, Asset Managment, Investment Management, Portfolio Management, Asset Allocation, Asset Management, Hedge Funds, Investment Advisory, Institutional..., Financial Analysis, Equities, Fixed Income

Education
Boston College   1990 — 1994
Bachelor of Science, Finance

St. Joseph's Preparatory School   1986 — 1990
High School

St. Aloysius Academy   1978 — 1986

Experience
Franklin Square Capital Partners   June 2015 - Present
Lincoln Financial Distributors  July 2014 - June 2015
Princeton University  February 2014 - June 2014
Lincoln Financial Distributors  June 2013 - August 2013
Varsity Software, Inc.   June 2012 - August 2012
Princeton University  May 2012 - June 2012
Choose New Jersey, Inc.   June 2011 - August 2011

Skills
Public Speaking, Microsoft Office, Research, PowerPoint, Social Media, Teamwork, Event Planning, Marketing, Facebook, Microsoft Excel, Entrepreneurship, Data Analysis, Social Networking, Spanish, Editing, Series 7, Series 63

Education
Princeton University   2010 — 2014
Bachelor's Degree, American Government and Politics

Experience
Franklin Square Capital Partners   January 2015 - Present
Franklin Square Capital Partners   May 2013 - December 2014
Bank of America  December 2012 - May 2013
Seagull Inn   May 2009 - October 2012
St. Augustine Scenic Cruise   May 2011 - July 2012
West Marine  June 2011 - September 2011
London Bridge Landscaping   December 2008 - January 2009

Skills
Customer Service, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Teamwork, Data Entry, First Aid, Time Management, Outlook, Inventory Management, Research, Event Planning, Hospitality, File Management, Sales, Team Building, Salesforce.com, Management, Software Documentation, Training

Education
Flagler College   2008 — 2012
Bachelor of Arts, Political Science/ Pre-Law

Experience
Franklin Square Capital Partners   January 2015 - Present
Franklin Square Capital Partners   March 2014 - January 2015
Ferguson Enterprises  August 2008 - July 2013
Ferguson Enterprises  July 2006 - July 2008
Kohl's Department Stores  June 2005 - August 2005

Skills
Sales, Account Management, Cold Calling, Marketing, Inventory Management, Sales Operations, Microsoft Excel, Purchasing, Leadership, Selling, Strategy, Project Management, Management, Time Management, Budgets

Education
Penn State University   2002 — 2006
Bachelor of Science (BS), Marketing

Abroad Institute of European/Asian Studies, Rome, Italy
International Relations, Economics, Italian Language, and Italian Culture

Experience
Elance.com  July 2015 - Present
Guangzhou Xinde English Training School   February 2015 - July 2015
Franklin Square Capital Partners   April 2014 - February 2015
Delta Zeta, Epsilon Zeta Chapter   March 2014 - September 2014
Delta Zeta, Epsilon Zeta Chapter   October 2013 - March 2014
Han Dynasty  September 2013 - March 2014
La Dea Vita   July 2013 - September 2013
NINO Brand  May 2013 - August 2013
Private Family  September 2012 - May 2013
Drexel University College of Nursing and Health Professions  April 2012 - August 2012

Skills
French, Social Media, Event Planning, Editing, Microsoft Office, Blogging, Facebook, French Language, Journalism, Public Relations, Translation, Marketing, Writing, Cpr Certified, Newspaper, Media Relations, Social Media Marketing, Mail Merge, Merchandising, Microsoft Word, Tutoring, Mac, New Business Development, Small Business, Time Management, Team Leadership, Marketing Strategy, Online Marketing, Economics, Investments, Brand Development, Microsoft Excel, WordPress, Salesforce.com, Silverpop Engage, HTML, HootSuite, Dropbox, iApps, PowerPoint, Research, Customer Service, Press Releases, Social Networking, Leadership, Teamwork, Nonprofits, Twitter, Newsletters, Public Speaking

Education
Council on International Education Exchange (CIEE)   2014 — 2015
TEFL, Teaching English as a Second or Foreign Language/ESL Language Instructor

Drexel University   2010 — 2014
International Area Studies: International Business & Economics, Marketing, 3.67

Drexel University, Pennoni Honors College   2010 — 2014
Bachelor of Arts, International Area Studies; International Business and Economics

Centre Parisien d’Etudes Critiques   2012 — 2013
French Studies

Lehighton High School   2006 — 2010

Experience
UPS  March 2015 - Present
theSkimm  October 2014 - Present
Resolute Management Inc.  September 2013 - March 2015
Photos by Helene Michele, LLC   August 2013 - February 2015
Franklin Square Capital Partners   May 2011 - August 2012

Skills
PowerPoint, Microsoft Excel, Microsoft Word, Outlook, QuickBooks, Customer Service, Microsoft Office, Social Media, Facebook, Time Management, Adobe Photoshop, Event Planning, Marketing, Photoshop, Retail, Teamwork, Team Building, Windows

Education
Kutztown University of Pennsylvania   2008 — 2013
Bachelor's Degree, Business Administration and Management, General

Springfield High School   2004 — 2008
High School, Business Administration and Management, General

Experience
Pine Sreet Financial Group   August 2014 - Present
Franklin Square Capital Partners   April 2010 - July 2014
Sovereign Bank  2001 - July 2009
Philadelphia Stock Exchange  September 1998 - October 2000
CoreStates Financial Corp  1988 - 1998
Wm. Sword & Co.   January 1986 - September 1988

Skills
Securities, Series 63, Alternative Investments, Mutual Funds, Series 7, Asset Management, Capital Markets, Equities, Banking, Private Equity, Investments, Derivatives

Education
Temple University - James E. Beasley School of Law   1996 — 1999

Sarah Lawrence College   1980 — 1983
A.B., Liberal Arts

Phillips Academy

Experience
Franklin Square Capital Partners   March 2011 - Present
The Steadfast Companies   August 2009 - March 2011
RiverSource Distributors  April 2004 - May 2009
The Western Southern Group/ The Integrity Companies   February 2001 - April 2004
Allstate  January 2000 - February 2001
First Financial Group of America  March 1989 - January 2000

Education
The American College (CLU)   1993 — 1995
Chartered Life Underwriter, Insurance and Investments

The University of Dallas (MBA)   1981 — 1983
MBA, Finance

Baylor University - Hankamer School of Business   1973 — 1977
BBA, Marketing

Experience
Franklin Square Capital Partners   December 2012 - Present
PAX Partners of Raymond James   January 2011 - November 2012
Boyd Tamney Cross  July 2010 - December 2010
Stonewall Links LP   May 2009 - July 2010
Lake Nona Golf and Country Club  October 2009 - April 2010

Skills
Alternative Investments, Series 7, Asset Allocation, Investments, Securities, Hedge Funds, Portfolio Management, Asset Managment, Private Equity, Capital Markets, Series 66, Wealth Management, Mutual Funds, Asset Management

Education
Penn State University   2005 — 2009
BA, Economics

St. Joseph's Prep   2001 — 2005

Experience
Franklin Square Capital Partners   January 2015 - Present
Prudential Financial  May 2013 - January 2015
SEI  December 2010 - May 2013
Prudential Financial  September 2010 - December 2010
InterContinental Hotels Group  March 2009 - May 2009

Skills
Capital Markets, Investments, Mutual Funds, ETFs, Microsoft Excel, PowerPoint, Sales Support, Financial Reporting, Fund Accounting, Bloomberg Terminal, CRM, Financial Services, Financial Analysis

Education
Villanova University   2006 — 2010
Bachelor of Science, Business Management, Business Law and Corporate Governance

Boston University   2009 — 2009
BU Sydney Internship Program - Spring 2009

LaSalle College High School   2002 — 2006

Experience
PowerReviews  February 2015 - Present
Salesvue  October 2014 - February 2015
Salesvue  April 2014 - October 2014
PepsiCo - Frito Lay  April 2013 - April 2014
Franklin Square Capital Partners   May 2012 - January 2013
Pacers Sports & Entertainment  December 2011 - April 2012
UBS  May 2011 - August 2011

Skills
Sales, Salesforce.com, Management, Investments, CRM, Sales Operations, Customer Service, Marketing, Portfolio Management, Microsoft Excel, Teamwork, PowerPoint, Event Planning, Selling, Cold Calling, Friendly Personality, Social Networking, Vegetable Gardening, Alternative Investments, Wealth Management, Mutual Funds, Goats, Keen Listener, Sales Management, Typing, Sales Presentations, Acting, Deep Tissue Massage, Broadway, Cloud Computing, Restaurant Management, Commercial Kitchen..., Relationship Building, Performance Motivation, Continuous Improvement

Education
Butler University - College of Business Administration   2008 — 2012
College of Business, Finance

Auckland University of Technology   2010 — 2010
Economics, Economics, Finance

Experience
Franklin Square Capital Partners   November 2014 - Present
Solve Media, Inc  September 2013 - September 2014
Executive Health Resources  June 2012 - September 2013
Law Office of Puleo and Gimpel   September 2010 - June 2012
Digitas Health  December 2008 - May 2009
Robert Half International  October 2005 - December 2006

Skills
Sales, Management, Advertising, Bilingual-Spanish, Office Management, Process Scheduler, Microsoft Excel, Project Planning, Project Management, Online Marketing, Bilingual, Recruiting, Research, Microsoft Word, Software Documentation, Outlook, Invoicing, Filing, Hiring, Data Entry, Online Advertising, Marketing, Digital Marketing, Business Development, Microsoft Office, PowerPoint, Digital Media, Email Marketing, Digital Strategy, Social Networking, Event Planning, Social Media Marketing, Social Media, Market Research, Marketing Strategy, Customer Service, Facebook, Lead Generation, Account Management, Raiser's Edge, Photoshop, Salesforce.com

Education
Drexel University   2005 — 2008
Bachelor of Arts 2008, International Studies; Justice and Human Rights

Philadelphia Community College   2000 — 2002
Associates Degree, Spanish 2002-2004

Experience
Digitas Health LifeBrands  September 2015 - Present
Franklin Square Capital Partners   September 2014 - August 2015
WebLinc  September 2013 - May 2014

Skills
Social Media, Teamwork, Time Management, Public Speaking, Microsoft Word, Team Leadership, Typing, Facebook, Marketing, PowerPoint, Twitter, Customer Service, Leading Diverse Teams, Microsoft Excel, Microsoft Office, Cash Register, Social Networking, Spanish, Event Planning, Leadership, Market Research, Retail, Social Media Marketing, Event Based Marketing, Google Analytics, Online Campaign..., B2B Marketing, Analytics, Organization, Salesforce.com, Pardot, Email Marketing, Budgets, Microsoft PowerPoint

Education
Drexel University   2012 — 2017
Marketing and Business Analytics, 3.9 GPA

Experience
View My Resume - PDF File Allen Gladstone Resume   2015 - Present
Stonepath Partners   October 1997 - Present
Franklin Square Capital Partners   December 2013 - October 2014
Waste Management, Inc.   November 2010 - August 2013
American Express  December 2007 - October 2010
Deloitte Consulting  November 2005 - January 2008
Razorfish  2003 - 2005
Sprint  June 1999 - July 2003
Thomson Reuters  1996 - 1999
TAC Worldwide  January 1991 - December 1996

Skills
Contract Recruitment, Retained Executive..., Management Consulting, Talent Acquisition, Account Management, Certified Internet..., Technical Recruiting, Sales Recruitment, interactive recruitment, Executive Search, Recruiting, Human Resources, Business Development, Sourcing, Talent Management, Change Management, Interviews, Temporary Placement, Leadership, Personnel Management, Outsourcing, Negotiation, Strategic Planning, Onboarding, Start-ups, Vendor Management, Strategy, Contract Negotiation, Program Management, Project Management, Management, Employee Relations, Executive Management, E-commerce, Employee Engagement, Applicant Tracking..., Permanent Placement, Benefits Negotiation, Screening, College Recruiting, HR Policies, Internet Recruiting, Consulting, Training, Sales, RPO, Team Building, Professional Services, Screening Resumes, Hiring

Education
Penn State University   1987 — 1991
B.A., Speech Communication and Rhetoric and Business Administration, National Honors Society

Penn State University   1987 — 1991
Bachelor's degree, Speech Communication and Rhetoric and Business Administration

Human Capital Institute
SPHR, SPHR certification preperation

Experience
Franklin Square Capital Partners   June 2014 - Present
The Dubin Group  February 2013 - June 2014
Fusion Financial Group   May 2012 - December 2012
Social Vision and Interpersonal Perception Lab   August 2009 - April 2012
MARC USA  May 2011 - August 2011

Skills
Editing, Research, Marketing Strategy, Facebook, Social Media, Advertising, Microsoft Office, Market Research, Employee Relations, Recruiting, Interviews, Social Media Marketing, Human Resources

Education
Penn State University   2008 — 2012
Bachelor of Science Degree, with Honors, Psychology, Minors in Business and English

Experience
Franklin Square Capital Partners   May 2015 - Present
Franklin Square Capital Partners   May 2013 - May 2015
Clean Streams LLC   May 2011 - August 2011

Skills
PowerPoint, Series 7, Series 63, Private Equity, Alternative Investments, BDCs, Sales, Securities, Salesforce.com, Microsoft Office, Microsoft Excel, Customer Service, Windows, Outlook, Marcellus Shale, Natural Gas

Education
Penn State University   2007 — 2012
Bachelor of Science (B.S.), Energy, Business and Finance

Experience
Franklin Square Capital Partners   January 2015 - Present
Morgan Stanley  September 2013 - March 2014
JPMorgan Chase  September 2012 - April 2013
Glenmede  September 2011 - March 2012
Starbucks Coffee Company  August 2008 - September 2011

Skills
Event Planning, Customer Service, Event Management, Marketing, Microsoft Excel, Microsoft Office, Training, Leadership, Advertising, Budgets, Project Management, Marketing Research, InDesign, Inventory Management, CRM databases, Risk Analysis, FactSet, Bloomberg Terminal, Consultative Selling, Sales Process

Education
Drexel University - College of Business and Administration   2010 — 2015
BSBA, Marketing and Finance, Junior

Charles University in Prague   2012 — 2012

Commack High School   2007 — 2010

Experience
Franklin Square Capital Partners   June 2015 - Present
Rollins College  August 2014 - Present
Rollins College  September 2010 - May 2014
Property Casualty Insurers Association of America  July 2014 - 2014
Sierra Student Coalition  June 2013 - August 2013
Clean the World  July 2012 - August 2012
RC Elite Lacrosse   June 2012 - August 2012
Rollins College  June 2012 - July 2012

Skills
Motivation, Teamwork, Team-oriented, Team Leadership, Environmental Science, Spanish, Volunteering, Volunteer Training, Research, Teaching, Coaching, Fundraising, Community Outreach, Nonprofits, Social Networking, Leadership, PowerPoint, Public Speaking, Microsoft Excel, Microsoft Office, Social Media

Education
Rollins College - Crummer Graduate School of Business   2014 — 2016
Master of Business Administration (M.B.A.), Management and Marketing

Rollins College   2010 — 2014
Student, Environmental Science, Spanish

Universitat de Barcelona   2012 — 2013

Experience
Cole Capital  June 2015 - Present
Franklin Square Capital Partners   April 2014 - December 2014
Lord, Abbett & Co. LLC   August 2012 - April 2014
KBS Capital Markets Group  November 2005 - August 2012

Education
California Western School of Law   2001 — 2004
Doctor of Law (J.D.)

California Polytechnic State University-San Luis Obispo

Experience
Franklin Square Capital Partners   April 2014 - Present
U.S. Department of the Treasury   January 2012 - March 2014
T. Rowe Price  August 2010 - December 2011
T. Rowe Price  June 2009 - September 2009
Lehman Brothers  July 2006 - June 2008
Lehman Brothers  June 2004 - July 2006

Skills
Fixed Income, Financial Modeling, Hedge Funds, Alternative Investments, Valuation, Financial Analysis, Mutual Funds, Credit Analysis, Investment Strategies, Credit Risk, Qualitative Research, Quantitative Research, Due Diligence, Investments, Portfolio Management, Economic Research, Fundamental Analysis, Value Investing, Fixed Income Analysis, Investment Management, Capital Markets, Finance, Equities, Relative Value, Balance Sheet Review, Capital Structure, Debt & Equity Financing, Debt Offerings, Diversified..., Fixed Income Strategies

Education
University of Pennsylvania - The Wharton School   2008 — 2010
MBA, Finance

Franklin & Marshall College   2000 — 2004
BA, Finance, Government

Experience
Franklin Square Capital Partners   April 2013 - Present
BNP Paribas Financial Services  July 2010 - April 2013
Health Market Science  February 2010 - June 2010
Health Market Science  July 2008 - February 2010
Health Market Science  September 2004 - July 2008
Health Market Science  September 2001 - September 2004
Health Market Science  March 2001 - September 2001
Cube Technical Services   June 1999 - March 2001
Lynx System Developers, Inc.   September 1996 - May 1999
Lynx System Developers, Inc.   June 1996 - September 1996

Skills
C#, SQL, Perl, JavaScript, ASP.NET MVC, T-SQL Stored Procedures, Subversion, Linux, MySQL, Oracle, PL/SQL, Master Data Management, Windows, CVS, Visual Studio, Bash, Shell, SQL Server, T-SQL, OOP, Object Oriented Design, Agile, Scrum, GNU Make, Vim, C, RPM, Stored Procedures, Healthcare IT, Databases, Software Development, REST, jQuery, Mercurial, Ext JS, Ext.NET

Education
Rochester Institute of Technology   1994 — 1998
BS, Computer Science

Experience
Franklin Square Capital Partners   August 2015 - Present
Franklin Square Capital Partners   September 2014 - August 2015
Zacks Investment Management  March 2012 - September 2014
Zacks Investment Management  May 2008 - March 2012
Zacks Investment Management  October 2007 - May 2008
JKV Global   April 2007 - October 2007

Skills
Mutual Funds, FINRA, Series 7, Alternative Investments, Series 63, Equities, Wealth Management, Investments, Asset Allocation, Securities, Portfolio Management, Series 3, Series 6, Separately Managed..., Series 65, Wholesale, ETFs, Investment Advisory, Financial Advisory, Retirement Planning, Asset Management, Investment Strategies, Trading, Hedge Funds

Education
Regis University   1998 — 2002
BS, Finance, Marketing

wheaton north

Experience
Franklin Square Capital Partners   January 2015 - Present
Franklin Square Capital Partners   May 2011 - December 2014
Franklin Square Capital Partners   December 2010 - May 2011
Meridian Group- Real Estate Fund   September 2009 - June 2010
GreenHunter Energy   January 2009 - April 2009
CORE Realty Holdings, LLC  February 2006 - January 2009
DBSI  October 2001 - February 2006
AmeriBen/IEC Group  1997 - 2001

Skills
Alternative Investments, Investments, Portfolio Management, Asset Management, Real Estate, Series 63, Asset Allocation, Capital Raising, Hedge Funds, Due Diligence, Securities, Series 7, Asset Managment, Financial Analysis, Mutual Funds, Retirement Planning, Wealth Management, Financial Advisory, Investment Advisory, Financial Services, Investment Strategies, Brokerage, Fixed Annuities, Private Equity, Equities, Investment Management, Venture Capital, Mergers & Acquisitions, Valuation, Retirement, Capital Markets, Series 24, Structured Finance, Strategic Financial..., Finance, FINRA, ETFs, Relationship Management, Uniform Combined State..., Fixed Income, Financial Modeling, Private Placements, Separately Managed..., Investor Relations, Financial Structuring

Education
Boise State University
Accounting

Experience
Franklin Square Capital Partners   May 2012 - Present
AIG Advisor Group  March 2010 - April 2012
Emerginvest.com   January 2007 - December 2010
Rydex Investments  August 2008 - February 2010
TriageConsulting Group   August 2006 - July 2008

Skills
Investments, Mutual Funds, Project Management, Start-ups, Leadership, Asset Managment, Valuation, Portfolio Management, Private Equity, Financial Analysis, Due Diligence, Asset Allocation, Equities, Series 7, Financial Modeling

Education
Emory University   2002 — 2006
Bachelor of Arts, Mathematics/Economics

St. Andrew's Episcopal School   1998 — 2002

Experience
Franklin Square Capital Partners   October 2013 - Present
Franklin Square Capital Partners   January 2013 - September 2013
TGS Finanical Advisors   June 2005 - January 2013
Tierney Communications  February 2005 - May 2005
Philadelphia Magazine  September 2004 - December 2004

Skills
Adobe Creative Suite, Event Planning, New Business Development, Marketing Strategy, Marketing, Marketing Communications, Project Management, Communication, Press Releases

Education
Villanova University   2001 — 2005
BA

Moore College of Art and Design   2006 — 2008
Certificate

Experience
Turnberry Solutions Contractor for Comcast Corporation   September 2015 - Present
Delinquency Intervention and Assessment Lab Drexel University   April 2013 - Present
Comcast Corporation  March 2015 - September 2015
Drexel Chapter of Psi Chi The International Honor Society in Psychology   June 2013 - September 2015
College of Arts & Sciences Drexel University   September 2013 - June 2015
Franklin Square Capital Partners   September 2014 - March 2015
Drexel Peer Counseling Helpline   January 2014 - November 2014
Franklin Square Capital Partners   March 2014 - September 2014
Edment LLC. Felicia Hurewitz, Ph.D.   April 2013 - April 2014
Drexel Peer Counseling Helpline   September 2012 - December 2013

Skills
Data Analysis, Microsoft Word, Psychology, Microsoft Office, Research, Microsoft Excel, Training, PowerPoint, French, Program Evaluation, Leadership, Microsoft Office Word, Microsoft Office..., Adobe Acrobat, SPSS, Mental Health, Management, Time Management, Microsoft Office Excel, Skype, Public Speaking, Event Planning

Education
Drexel University   2011 — 2015
Bachelor of Science (B.S.), Psychology, 4.0 (In core major courses)

Drexel University   2011 — 2015
Minor, Business Administration, 4.0

Drexel University   2011 — 2014
Bachelor of Science (B.S.), Behavioral Health Counseling, 4.0 (Unfinished second major)

Hershey High School   2007 — 2011
High School Diploma

Experience
Franklin Square Capital Partners   September 2015 - Present
Haverford College  May 2012 - May 2015
Haverford College  January 2013 - January 2015

Skills
Research, Microsoft Excel, PowerPoint, Mathematica, Adobe Creative Suite, Social Media, NMR Spectroscopy, Flash Chromatography, Mass Spectrometry, Powder X-ray Diffraction, UV/Vis, Leadership, Sports

Education
Haverford College   2011 — 2015
Bachelor’s Degree, Chemistry

Bexley High School   2007 — 2011
High School

Experience
Franklin Square Capital Partners   June 2015 - Present
Cashman & Associates Public Relations & Special Events   May 2014 - Present
Haverford College  August 2011 - Present
Neiman Marcus  2011 - August 2014
U.S. Security Care, Inc.   August 2013 - September 2013
Brownstein Group  May 2013 - August 2013
Evantine Designs   April 2011 - June 2011

Skills
Microsoft Office, Event Planning, Blogging, Sports, Facebook, Social Media, Public Relations, Management

Education
Haverford College   2011 — 2015
Bachelor's Degree

Germantown Academy   1999 — 2011
High School

Experience
Franklin Square Capital Partners   March 2015 - September 2015
TEDx Drexel University   June 2014 - March 2015
Drexel University  March 2014 - September 2014
Ridgewells Catering  April 2013 - June 2013
University of the Sciences in Philadelphia  August 2011 - June 2012
Macy's  April 2011 - July 2011

Skills
Accounting, Financial Accounting, Financial Reporting, Financial Analysis, Financial Statements, Financial Statement..., Financial Market..., Bookkeeping, Securities Market, Microsoft Excel, Microsoft Word, Accounts Payable, PowerPoint, Microsoft Office, Data Entry, Apple, Apple Remote Desktop, Keynote, Apple Numbers, Business Intelligence, Marketing, Commerce

Education
Drexel University   2013 — 2017
Bachelor of Business Administration (BBA), Accounting

Drexel University   2013 — 2017
Bachelor of Business Administration (B.B.A.), Legal Studies

Drexel University   2013 — 2017
Bachelor of Arts (B.A.), Psychology

Mast Community Charter School   2007 — 2011
High School Diploma

Experience
BPV Capital Management - Back Porch Vista  March 2015 - Present
Franklin Square Capital Partners   June 2014 - February 2015
Nuveen Investments  March 2011 - June 2014
Nuveen Investments  September 2008 - March 2011
Merrill Lynch  February 2007 - September 2008
Merrill Lynch  August 2004 - August 2005

Skills
Mutual Funds, Equities, Series 7, Separately Managed..., Series 63, Series 65, Alternative Investments, Asset Allocation, Investments, Fixed Income, Portfolio Management, Investment Strategies, Asset Management, Wealth Management, Financial Advisory

Education
Florida State University   2005 — 2006
M.S.

Florida State University - College of Business   2000 — 2004
B.S.

Experience
WealthVest  2014 - Present
Florida Atlantic University  2012 - 2014
Franklin Square Capital Partners   2010 - 2012
Franklin Templeton Investments  2003 - 2010
Wells Fargo Advisors  1998 - 2002
Wells Fargo Advisors  1995 - 1998

Skills
Mutual Funds, Retirement Planning, Fixed Annuities, Separately Managed..., Series 7, Alternative Investments, New Business Development, Asset Allocation, Financial Services, Series 24, Building Relationships, Business Development, Coaching, Public Speaking, Team Building, Variable Annuities, Uniform Combined State..., ETFs, Series 65, Investment Advisory, Financial Markets, Fixed Income, Investment Advisory..., Unit Investment Trusts, Broker-Dealer, Building Key Strategic..., College Funding..., Consultative Sales..., Equity Indexed Annuities, Financial Institutions, Florida Life, Highly Organized &..., Indexed Annuities, Key Account Acquisition..., Licensed Life Insurance..., Market Share, Mentoring, Oral & Written..., Proactive self-starter, RIAs, Salesforce.com, Series 66, Solid Presentation..., Strategic Prospecting, Structured Investments, Territory Development, Territory Management, Tax-advantaged..., Tax Free Income

Education
Florida International University - College of Business
Bachelor's Degree, Finance Major with an Area of Specialization in Investments

Florida Atlantic University
Certified Financial Planner Certification Program

Experience
Franklin Square Capital Partners   April 2015 - Present
Franklin Square Capital Partners   September 2014 - March 2015
SAP  September 2013 - June 2014
Armstrong Franklin  September 2012 - March 2013
Involvio  June 2012 - September 2012

Skills
PowerPoint, Recruiting, Marketing, Executive Search, Microsoft Works, Photoshop, Basic Spanish, Customer Service, Hospitality, Food Service, Financial Analysis, Financial Reporting, Microsoft Office, Research, Time Management

Education
Drexel University - College of Business and Administration   2011 — 2016
Business Administration, Finance

National University of Ireland, Galway   2015 — 2015

Experience
Franklin Square Capital Partners   March 2015 - Present
The Pew Charitable Trusts  September 2013 - Present
Mid Atlantic Retina  February 2013 - August 2013
Mid Atlantic Retina  September 2012 - January 2013
Sam Brown Corporate Communications, Inc.   August 2008 - September 2012
United States Senate  May 2005 - February 2007
United States Senate  February 2004 - May 2005
East West Parliamentary Practice   June 2002 - December 2002

Skills
Government, Legislative Relations

Education
University of Amsterdam   2001 — 2002
Master's, American Studies

The Pennsylvania State University University   1997 — 1999
Bachelor of Arts, Political Science

George Mason University   1995 — 1996

Archbishop Carroll   1993 — 1995
High School Diploma

Experience
Franklin Square Capital Partners   April 2014 - Present
Steben & Company, Inc.   June 2006 - April 2014
SEI Investments  1997 - 2004
MetLife  1990 - 1993

Skills
Alternative Investments, Asset Allocation, Series 7, Mutual Funds, Asset Management, Investment Strategies, Wealth Management, Equities, Financial Markets, Hedge Funds, Securities, Relationship Management, Portfolio Management, Investment Advisory, Series 63, Financial Analysis, Series 24, Capital Markets, Investment Management, Financial Services, ETFs, Financial Advisory, FINRA, Investments, Series 65, Separately Managed..., Retirement

Education
Colby College   1985 — 1989

Lawrence Academy

Experience
The Legacy Agency  August 2014 - Present
Life Audit Professionals, LLC   March 2013 - June 2014
John Hancock Financial Network  December 2011 - February 2013
Energy Plus Company  June 2009 - August 2010
Franklin Square Capital Partners   March 2010 - May 2010

Education
Rollins College   2007 — 2011
Bachelor of Arts (B.A.), Political Science and Government

William Penn Charter School   1997 — 2007

Experience
Franklin Square Capital Partners   February 2015 - Present
Northwestern Mutual  June 2011 - January 2015
Star Enterprises  2009 - 2010

Education
Cornell University
Nutrition, Communication

William Penn Charter School

Experience
Franklin Square Capital Partners   September 2014 - March 2015
Arkema Inc.  September 2013 - March 2014

Skills
Microsoft Word, PowerPoint, Microsoft Excel, Microsoft Office, Teamwork, Customer Service, Public Speaking, Research, Social Media, Photoshop, Time Management, Event Planning, HTML, Data Analysis, Facebook, Project Management, Leadership, Analysis, Team Leadership, Teaching

Education
Drexel University - College of Business and Administration   2012 — 2017

Experience
Franklin Square Capital Partners   January 2012 - Present
VPR International, LLC   October 2009 - January 2012
Restricted Stock Systems, Inc. (acquired by Computershare)   December 2001 - October 2009
Avanade (Accenture/Microsoft Joint Venture)   December 2000 - December 2001
Accenture  1998 - 2000

Skills
Windows Server..., Web Services/SOAP,..., JQuery UI PlugIns, CSS,..., SaaS, CRM, Microsoft SQL Server, Strategy, Enterprise Software, Start-ups, Software Development, Management, Agile Methodologies, Analytics, Strategic Planning

Education
Princeton University   1994 — 1998
BSE, Mechanical and Aerospace Engineering

Experience
Franklin Square Capital Partners   September 2015 - Present
Citi  July 2014 - September 2015
Citi  July 2013 - July 2014
Philadelphia 76ers  May 2012 - June 2013
Philadelphia Eagles  May 2011 - August 2011
Philadelphia 76ers  January 2011 - May 2011
Hershey Entertainment & Resorts  January 2010 - May 2010

Skills
Ticket Sales, Sports Management, Sports, Event Management, Social Media, Paciolan, Customer Service, Sales, Microsoft Office, Public Relations, Cold Calling, Archtics, Sponsorship Sales, Facebook

Education
East Carolina University   2010 — 2012
Master of Science, Sport Management

Lebanon Valley College   2007 — 2010
Bachelor of Science, Business Administration and Accounting

Triton Regional High School   2002 — 2006
HS Diploma, College Prep.

Experience
Franklin Square Capital Partners   July 2015 - Present
Enhanced IP Solutions   September 2014 - July 2015
Pepper Hamilton LLP  February 2014 - September 2014
Graham Partners  June 2010 - February 2014

Skills
Windows 7, windows xp, symantec, Symantec Backup, Active Directory, Microsoft Exchange, Help Desk Support, Remote Desktop, iPhone Support, Android, Blackberry Enterprise..., Blackberry, vSphere, XP, Networking, Technical Support, VMware, Network Security, LAN-WAN, Disaster Recovery, Servers, Network Administration, Windows XP

Education
Burlington County College   2007 — 2014
Computer Information Systems, Information Technology

Holy Cross High School   2002 — 2006
High School

Experience
Franklin Square Capital Partners   November 2013 - Present
Seward & Kissel LLP  September 2011 - November 2013
US Securities and Exchange Commission  October 2007 - August 2011
Freddie Mac  2001 - 2004

Skills
Legal Research, Legal Writing, Securities, Securities Regulation, Due Diligence, Corporate Law, Corporate Governance, Capital Markets, Hedge Funds, Securities Litigation, Mergers & Acquisitions, Private Equity

Education
Villanova University School of Law   2004 — 2007
J.D.

James Madison University   1996 — 2000
Bachelor of Arts (B.A.), International Relations and Affairs

Great Valley High School   1992 — 1996

Experience
W. P. Carey Inc.   August 2015 - Present
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates   January 2013 - August 2015
Franklin Square Capital Partners   2012 - 2013
DLA Piper  2010 - 2012
Clifford Chance  2007 - 2009
Clifford Chance US LLP  2007 - 2009
Kilpatrick Stockton LLP  2005 - 2006
Ernst & Young  2000 - 2002

Skills
Commercial Litigation, Corporate Governance, Corporate Law, Cross-border..., Due Diligence, Joint Ventures, Legal Research, Legal Writing, Litigation, Mergers, Mergers, Private Equity, Securities, Securities Offerings, Securities Regulation

Education
Duke University School of Law   2004 — 2007

Duke University - The Fuqua School of Business   2002 — 2004
MBA

NCSSM

Wake Forest University
BS/MS, Analytical Finance/Accounting

Weldon High School

Experience
Franklin Square Capital Partners   December 2010 - Present
Inland Securities Corporation  September 2007 - December 2010
Wells Real Estate Funds  February 2004 - October 2007
Creative Financial Group - Synovus   2001 - 2004

Skills
Series 63, Securities, Alternative Investments, Series 6, Series 24, Series 7, Options, Asset Managment, Mutual Funds, Wealth Management, Investments, Retirement Planning, Financial Services, Asset Management, Asset Allocation

Education
Furman University   1996 — 2000
B.S., Political Science

Experience
Franklin Square Capital Partners   July 2010 - Present
Capmark  February 2008 - August 2010
Capmark Investments   June 2005 - June 2007
Capmark Investments   May 2004 - June 2005
ING  May 2002 - May 2004
Ernst & Young  June 1999 - May 2002
Tait, Weller & Baker   July 1995 - June 1999

Skills
Financial Analysis, Financial Reporting, Accounting, Auditing, GAAP, US GAAP, Asset Managment

Education
Drexel University   1990 — 1995
Bachelor's degree, Accounting

Experience
Franklin Square Capital Partners   March 2015 - Present
ARAMARK  July 2012 - February 2015
biointegrationsearch.com   July 2007 - December 2012
ARAMARK  July 2008 - July 2012
ARAMARK  September 2007 - December 2007
Wyeth Pharmaceuticals  May 2007 - August 2007

Skills
Business Analysis, Process Improvement, SDLC, Visio, Training, Integration, Team Building, Software Documentation, SharePoint, Access, Vendor Management, Leadership, Team Leadership, Business Process..., Project Management, Cross-functional Team...

Education
Temple University   2005 — 2008
BBA, Management Information Systems, MIS

Bucks County Community College   2003 — 2005
Associates, General Business

Experience
Franklin Square Capital Partners   January 2013 - Present
CNLCapital Markets   August 1997 - December 2012
GE Capital  December 1989 - May 1997
General Electric Financial Assurance  1989 - 1997

Skills
Management, Alternative Investments, Budgets, Capital Markets, Marketing Strategy, Marketing Communications, SEC filings, Brokers, Leadership, Customer Service, Strategic Planning, Process Improvement, FINRA, Financial Services, Sales

Education
Ferris State University   1986 — 1989
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services

Ferris State University   1986 — 1989

Ferris State University   1984 — 1988
Bachelor's degree, Business, Management, Marketing, and Related Support Services

Experience
Franklin Square Capital Partners   February 2012 - Present
Turner Investments  June 2007 - February 2012
The Hartford  March 2006 - June 2007
David Vaughan Investments   January 2004 - December 2005
The Vanguard Group  March 1996 - January 2004

Skills
Series 63, Series 7, Alternative Investments, Asset Managment, Investments, Fixed Income, Portfolio Management, Asset Management, Securities, Mutual Funds, Asset Allocation, Hedge Funds, Investment Strategies, ETFs, Wealth Management

Education
Villanova University   2003 — 2007
MBA, Finance

Drexel University - College of Business and Administration   1990 — 1995
Bachelor of Science, Finance

Experience
Franklin Square Capital Partners   February 2009 - Present
Citigroup, Inc.   July 2007 - November 2008
Johnson & Johnson - Consumer Products Company  June 2006 - August 2006
Johnson & Johnson - Healthcare Systems  June 2005 - August 2005

Skills
Financial Modeling, Valuation, Private Equity, Investments, Investment Banking, Asset Managment, Portfolio Management, Mergers, Mutual Funds, Investment Strategies, Alternative Investments, Equity Research, Capital Markets, Hedge Funds, Fixed Income, Mergers & Acquisitions, Analysis, Structured Finance, Due Diligence, Finance, Asset Management, Securities

Education
CFA Institute   2010 — 2012
Finance

Rutgers University-New Brunswick   2003 — 2007
BS, Major: Finance / Minor: Geological Sciences

Princeton Day School   2000 — 2003

Experience
Franklin Square Capital Partners   2012 - Present
Sun Life Financial  April 2006 - December 2011

Skills
Wholesaling, FINRA Series 6, Annuity, Series 63, Retirement Planning, Retirement Income..., IRA's, Long Term Care, Retirement, Series 7

Education
Ithaca College   1998 — 2002
Business

Experience
Franklin Square Capital Partners   December 2014 - Present
American Realty Capital Properties  May 2014 - December 2014
Hines Securities, Inc.   January 2009 - April 2014
American Century Investments  January 2004 - January 2009
Dreyfus / BNY Mellon   1997 - 2004

Education
Hofstra University

Experience
Franklin Square Capital Partners   April 2014 - Present
Invesco Ltd.  February 2012 - April 2014
Credit Suisse Group  February 2005 - September 2011
Putnam Investments  1992 - 2004
AT&T  April 1989 - March 1992

Skills
Alternative Investments, Mutual Funds, Asset Management, Structured Products, Series 7, Series 63, Investments, ETFs, Separately Managed..., Hedge Funds, Portfolio Management, Financial Planning, Relationship Management, Fixed Income, Private Equity, Retirement Planning, Private Banking, Commodity, Asset Allocation

Education
California State University-Long Beach - College of Business Administration   1987 — 1989
MBA, Finance

Rensselaer Polytechnic Institute   1982 — 1986
B.S, Industrial and Management Engineering

Experience
Franklin Square Capital Partners   February 2012 - Present
RBS  April 2007 - January 2012
Kaufman Bros.  2006 - 2007

Skills
Credit Derivatives, Structured Finance, ABS, Structured Products, Equity Research, Interest Rate..., CDS, Equity Derivatives, Securitization

Education
Fairfield University   2002 — 2006
Bachelor of Science (B.S.), Finance, General

Experience
Franklin Square Capital Partners   October 2013 - Present

Skills
Event Management, Event Planning, Marketing Strategy, Corporate Events, Marketing, Strategic Planning, Public Relations, New Business Development, Social Media, Trade Shows, Marketing Communications, Social Media Marketing, Customer Service, Public Speaking, Budgets, Nonprofits, Leadership Development, Email Marketing

Education
Jackson State University   1982 — 1988
Bachelor of Science (B.S.), Marketing

Experience
Franklin Square Capital Partners   December 2014 - Present
The Hartford  November 2012 - November 2014
Managers Investment Group  September 2005 - November 2012
Managers Investment Group  December 2004 - September 2005
Home Finance of America  March 2002 - December 2004

Skills
Loans, Mutual Funds, Series 63, Portfolio Management, Series 7, Securities, Asset Management, Financial Services

Education
Cornell University   1997 — 2001
Bachelor's Degree, Business Management & Marketing

Germantown Academy   1985 — 1997
High School

Experience
Bank of America  July 2013 - Present
Franklin Square Capital Partners   October 2012 - June 2013
Peters Design Studio   July 2007 - October 2012
Bank of America  June 2010 - June 2012
Advanta  March 2008 - April 2010
Shapiro & Connor Marketing, Inc.   November 1984 - February 2008
Peters Design Studio   1999 - August 2004
NHM Enterprises/Natural Horse magazine   January 1998 - August 2004
Color Film Services   August 1982 - November 1984
DMS Advertising   August 1978 - August 1982

Skills
Direct Mail, Advertising, Direct Marketing, Creative Direction, Email Marketing, Creative Strategy, Integrated Marketing, Online Advertising, Digital Marketing, Marketing Communications, Adobe Creative Suite, Graphic Design

Education
American InterContinental University   2005 — 2007
BA

American InterContinental University   2004 — 2005
BA

Immaculata University   1988 — 1989
Certificate

Art Institute of Pittsburgh   1976 — 1978
Associate

Experience
Pardee Resources Company  February 2015 - Present
Franklin Square Capital Partners   January 2014 - January 2015
Fund Operations at Franklin Square Capital Partners   April 2011 - December 2013
The Philadelphia Veterans Multi-Service & Education Center, Inc   2012 - 2012
Citi  March 2008 - April 2011
Blanchet CPA PLLC   May 2007 - May 2008
JV Dominik Ltd   December 2005 - January 2007

Skills
Accounting, Investments, Financial Analysis, Valuation, Financial Modeling, Alternative Investments, Private Equity, Due Diligence, Corporate Finance, Asset Management, Leadership, Securities, Mutual Funds, Finance

Education
Villanova University   2011 — 2014
MBA, Strategic Management + International Business, 3.94/4.00

St. Joseph's University   2007 — 2009
BBA, Finance, Summa Cum Laude

Belaruski Dziarzhauny Universitet   2007 — 2008
BS, International Management

Seton Hall University   2005 — 2005
BS, International Marketing

Belaruski Dzjaržauny Ekanamièny Universitet   2001 — 2004
BS, Sales and Distribution Management, Summa Cum Laude

Experience
Franklin Square Capital Partners   December 2009 - Present
Radcliffe Capital Management   October 2002 - July 2009
Rose Glen Capital Management   May 1998 - October 2002
Klehr, Harrison, Harvey, Branzburg & Ellers, LLP   September 1992 - May 1998
Furash & Company  July 1987 - July 1989

Skills
Securities, Alternative Investments, Asset Management, Hedge Funds, Private Equity, Mutual Funds, Portfolio Management, Series 7, Risk Management, Trading, Financial Modeling, Mergers & Acquisitions, Investor Relations, Financial Structuring, Investments, Due Diligence, Valuation

Education
Villanova University School of Law   1989 — 1992
JD, Law

Carnegie Mellon University - Tepper School of Business   1983 — 1987
BS, Business

Experience
Franklin Square Capital Partners   March 2014 - Present
Hirtle, Callaghan & Co.   June 2009 - March 2014
Pew Charitable Trusts  2007 - 2009

Skills
Asset Management

Education
California State University-Long Beach
Bachelor's degree, Liberal Arts and Sciences, General Studies and Humanities

Experience
Franklin Square Capital Partners   January 2015 - Present
Franklin Square Capital Partners   April 2012 - December 2014
State Street  July 2011 - April 2012
Piedmont Fund Services   February 2010 - June 2011
Connor, Clark & Lunn Financial Group   July 2007 - May 2009

Education
Penn State University   2003 — 2007
BS, Finance

Experience
TD Ameritrade  October 2014 - Present
Franklin Square Capital Partners   May 2013 - Present
Keller Williams Realty  July 2009 - May 2013
Capital Properties LLC  April 2009 - April 2013
Ameriprise Financial Services, Inc.   May 2012 - September 2012

Skills
Portfolio Management, Investments, Investment Properties, Real Estate, Securities, First Time Home Buyers, Equities, Real Estate Transactions, Brokerage, Mortgage Lending, Investors, Loans, Sales, Residential Homes, Referrals, Alternative Investments, Wealth Management, Series 7

Education
Penn State University   2011 — 2013
Bachelor of Science (BS), Finance

Harrisburg Area Community College   2008 — 2010
Finance-Real Estate

Experience
Franklin Square Capital Partners   June 2013 - Present
Hyundai Rotem USA Corporation  February 2012 - June 2013
Hyundai Rotem USA Corporation  March 2011 - February 2012
Law Offices of Moon Y. Ahn   July 2009 - March 2011
Bryn Mawr College Provost’s Office   December 2008 - May 2009
Scalabrini Migration Center (SMC)   June 2008 - August 2008
Korea Committee for UNICEF (KCU)   June 2007 - August 2007

Skills
Human Resources, Recruiting, Onboarding, Training, Performance Management, Insurance, Microsoft Office, Employee Benefits, Labor Contract..., Immigration Law, Legal Research, Employee Relations, Benefits Administration, Research, Personnel Management, Leadership

Education
Bryn Mawr College   2005 — 2009
Bachelor's degree

University of Pennsylvania   2007 — 2008

Experience
Franklin Square Capital Partners   February 2014 - Present
Sivox Holdings, LLC (Sivox BankersEdge)   December 2012 - February 2014
Sivox Holdings, LLC (Sivox BankersEdge)   June 2009 - December 2012
Cozen O'Connor  December 2005 - June 2009
UFCW Local 56 Health and Welfare Fund   May 2003 - December 2005
Sklar Carmosin & Company   May 2002 - May 2003

Skills
Financial Reporting, Accounting, Sarbanes-Oxley, Financial Analysis, Mergers, Consolidation, Internal Controls, General Ledger, Complex Project..., GAAP, Tax, Fixed Assets, Forecasting, Auditing, Finance, Mergers & Acquisitions, Process Improvement, Corporate Finance, Revenue Recognition, Financial Modeling, Access, US GAAP, Cost Accounting, Executive Management, Variance Analysis, Analysis, Financial Statements, Management, Cash Flow Forecasting

Education
Holy Family University   2011 — 2012
Master of Business Administration (M.B.A.)

Holy Family University   1998 — 2002
Bachelor of Arts (B.A.), Accounting

Roman Catholic High School   1994 — 1998