Franklin Square Capital Partners

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Franklin Square Capital Partners Employees

Employee
Years
Job
Industry
Jim Hermes Jim Hermes Houston, Texas Area Details
Jim Hermes's Franklin Square Capital Partners Experience July 2010 - Present
Job Regional Director at Franklin Square Capital Partners
Industry Financial Services
Experience
Franklin Square Capital Partners   July 2010 - Present
BlueRock Real Estate  January 2010 - June 2010
Hines  February 2005 - January 2010
Ameriprise Financial  June 2000 - February 2005

Skills
Financial Advisory, Sales Process, Series 7, Mutual Funds, Alternative Investments, Asset Managment, Investments, Wealth Management, Securities, Portfolio Management, Fixed Annuities, Finance, Investment Advisory, Retirement, Credit, Fixed Income, FINRA, Investment Strategies

Education
University of Iowa - Henry B. Tippie College of Business   1996 — 2000
Finance, Finance, General

Drew O'Toole, CFA Drew O'Toole, CFA Greater Philadelphia Area Details
Drew O'Toole, CFA's Franklin Square Capital Partners Experience December 2014 - Present
Job Associate at Franklin Square Capital Partners
Industry Investment Management
Experience
Franklin Square Capital Partners   December 2014 - Present
Franklin Square Capital Partners   March 2014 - Present
Cambridge Associates  August 2012 - March 2014
Cambridge Associates  April 2011 - August 2012
Cambridge Associates  August 2010 - April 2011
Highmark Blue Cross Blue Shield  August 2008 - January 2010
ARAMARK  May 2008 - August 2008

Skills
Private Equity, Alternative Investments, Financial Statement..., Analytics, Financial Reporting, Due Diligence, Portfolio Management, Asset Allocation, Venture Capital, Financial Analysis, Financial Services, Investment Management

Education
University of Pittsburgh   2006 — 2010
Bachelor of Science (B.S.), Finance and General Management (Double Major), 3.85

Ben Cordes Ben Cordes Chicago, Illinois Details
Ben Cordes's Franklin Square Capital Partners Experience August 2013 - Present
Job Regional Sales Director at Franklin Square Capital Partners
Industry Financial Services
Experience
Franklin Square Capital Partners   August 2013 - Present
Franklin Square Capital Partners   June 2012 - August 2013

Skills
Customer Service, Series 7, Separately Managed..., Series 6, Series 24, ETFs, Retirement, Financial Advisory, Retirement Plan..., Sales, Sales Presentations, Wholesale, BDCs, Investments, Alternative Investments, Financial Services, Asset Allocation, Asset Management, Retirement Planning, Mutual Funds

Education
University of Puget Sound   2002 — 2005
Bachelor of Business Administration (B.B.A.)

University of Puget Sound   2002 — 2005
Bachelor's degree, Business Administration and Management, General

Derek Luciano Derek Luciano Grand Rapids, Michigan Details
Derek Luciano's Franklin Square Capital Partners Experience March 2015 - Present
Job Regional Sales Director at Franklin Square Capital Partners
Industry Financial Services
Experience
Franklin Square Capital Partners   March 2015 - Present
Franklin Square Capital Partners   September 2013 - February 2015
Franklin Square Capital Partners   October 2012 - August 2013
Frontier League  April 2012 - October 2012
Arizona Diamondbacks  June 2011 - March 2012

Skills
Customer Service, Business Strategy, Business Development, Business Analysis, Series 7, Series 63, Alternative Investments, BDCs, Microsoft Office, Team Leadership, Microsoft Excel, Budgets, Sales, Investments, Salesforce.com

Education
University of Central Florida - College of Business Administration   2009 — 2011
Bachelor of Science (B.S.), Business Management, Cum Laude

State College of Florida-Manatee-Sarasota   2007 — 2009
Associate of Arts (A.A.), General Studies, 4.0

Thomas Hlohinec Thomas Hlohinec Orlando, Florida Area Details
Thomas Hlohinec's Franklin Square Capital Partners Experience April 2014 - Present
Job Internal Advisory Consultant at Franklin Square Capital Partners
Industry Financial Services
Experience
Franklin Square Capital Partners   April 2014 - Present
Franklin Square Capital Partners   April 2012 - April 2014
Lockheed Martin  June 2011 - March 2012
Central Sarasota Insurance   December 2008 - December 2010

Skills
Alternative Investments, Series 7, Series 63, Private Debt, Private Equity, Project Finance, Long-term Investing, Sales Presentations, Production Planning, Personal Finance, Salesforce.com, Asset Allocation, Asset Management, Finance, Consumer Debt, Investments, Leadership, Mutual Funds, Portfolio Management, Retirement Planning, Securities, Management

Education
University of Central Florida   2008 — 2012
Bachelor of Science (B.S.), Finance

Riverview High School   2004 — 2008

Sarasota Middle

Ricky Schools Ricky Schools Orlando, Florida Area Details
Ricky Schools's Franklin Square Capital Partners Experience January 2014 - Present
Job Business Analyst at Franklin Square Capital Partners
Industry Financial Services
Experience
Franklin Square Capital Partners   January 2014 - Present
ConvergEx Group  July 2012 - December 2013
Shift Marketing   July 2010 - December 2010
Sigma Pi Fraternity  January 2010 - December 2010

Skills
Social Media, Analysis, PowerPoint, Management, Microsoft Office, Social Networking, Sales, Teamwork, Microsoft Word, Strategic Planning, Business Process..., Salesforce.com, Data Analysis, Data Strategies, Data Mining, Problem Solving, Business Strategy, Financial Analysis, Sales Operations, Financial Reporting, Research, Project Management, Microsoft Excel, Time Management, Facebook, Securities, Account Reconciliation, Public Relations, Public Speaking, Access, Business Analytics, Marketing Communications, Visual Basic, Streamlining Operations

Education
University of Central Florida   2007 — 2011
B.S.B.A., Marketing

Joe Magana Joe Magana Lake Oswego, Oregon Details
Joe Magana's Franklin Square Capital Partners Experience June 2010 - October 2012
Job Capacity Manager at England Logistics
Industry Financial Services
Experience
England Logistics  January 2015 - Present
Fortegra PBG   July 2014 - January 2015
Better Business Bureau  October 2013 - July 2014
Franklin Square Capital Partners   June 2010 - October 2012
Strategic Capital Partners  October 2009 - June 2010
Hartman Management  May 2009 - August 2009
Hines Real Estate Securities   November 2006 - March 2009
Harvey Financial Group   September 2005 - November 2006
Hartman Management  November 2004 - September 2005
Pacific Life Insurance  January 2000 - July 2004

Skills
Alternative Investments, Mutual Funds, Fixed Annuities, Separately Managed..., Customer Service, Asset Allocation, Sales Force Development, Salesforce.com, Sales Presentations, Professional Phone..., Salesforce, Problem Solving, Securities, Presenting to Clients, Territory Management, Territory...

Education
University of California, San Diego
BS, Economics

William Doherty William Doherty Philadelphia, Pennsylvania Details
William Doherty's Franklin Square Capital Partners Experience July 2014 - Present
Job Internal Sales Consultant at Franklin Square Capital Partners
Industry Financial Services
Experience
Franklin Square Capital Partners   July 2014 - Present
Franklin Square Capital Partners   August 2013 - July 2014
Franklin Square Capital Partners   June 2013 - August 2013
Summit Wealth Partners, Inc.   January 2013 - June 2013
Professional Selling Program   August 2012 - May 2013
UCF National Collegiate Sales Competition   December 2012 - March 2013
Lingoink   December 2011 - December 2012
Well Dressed Lawns/ Maitland West Chiropractic   June 2011 - January 2012
Clear Channel Communications  April 2011 - August 2011
Newman Landscaping Service, LLC   2010 - 2011

Skills
Financial Services, Alternative Investments, Investment Portfolio, Financial Markets, Leadership, Public Speaking, Sales, Selling, Salesforce.com, Cold Calling, Marketing, Marketing Strategy, Time Management, Customer Service, Market Research, PowerPoint, Social Networking, Management, Fundraising, Social Media, Social Media Marketing, Customer Satisfaction, Lead Generation, Microsoft Excel, Microsoft Word, Facebook, Small Business, Event Planning, Sales Presentations, Advertising, Account Management, Marketing Communications

Education
University of Central Florida - College of Business Administration   2011 — 2013
B.S., Marketing; Professional Selling Track

Valencia Community College   2009 — 2011
AA, General Studies

Downingtown East High School   2003 — 2008

Patty Villani Patty Villani Bridgewater, New Jersey Details
Patty Villani's Franklin Square Capital Partners Experience November 2010 - Present
Job Internal Sales Consultant at Franklin Square Capital Partners
Industry Financial Services
Experience
Franklin Square Capital Partners   November 2010 - Present
Resource America Inc  August 2009 - October 2010
LEAF Financial Corporation  2006 - 2009
Citizens Bank  2003 - 2005
NFC Consulting (affiliate of Talbot Financial Services   November 1997 - December 1999
Talbot Financial Services  April 1994 - November 1997
Safeco Life  1989 - 1994

Skills
Series 7, Series 63, Alternative Investments, Qualified Retirement..., Financial Services, Capital Markets, Private Equity, Variable Annuities, Fixed Annuities, Salesforce.com, 401k, Finance, Portfolio Management, Investments, Series 6, Securities, Asset Management, Mutual Funds, Asset Allocation

Education
University of Phoenix

Christopher Keirsey Christopher Keirsey Greater Philadelphia Area Details
Christopher Keirsey's Franklin Square Capital Partners Experience May 2013 - August 2014
Job IT Manager at Accutome
Industry Information Technology and Services
Experience
Accutome   December 2014 - Present
Franklin Square Capital Partners   May 2013 - August 2014
eb Logix   May 2009 - May 2013
Graffen Business Systems  September 2003 - May 2008
IDEX Corporation  August 1999 - September 2003

Skills
Information Technology, Windows, Managed Services, Infrastructure, Microsoft Exchange, VMware, Servers, Windows Server, Active Directory, Disaster Recovery, Virtualization, Data Center, Networking, Management, Microsoft Certified..., SAN, Cloud Computing, Hardware, Technical Support, IT Management, Wireless, Integration, Troubleshooting

Education
University of Phoenix   2000 — 2003
B.S.I.T., Information Technology

Temple University   1996 — 1997
n/a

William Ulrich William Ulrich Greater Philadelphia Area Details
William Ulrich's Franklin Square Capital Partners Experience March 2013 - August 2014
Job Corporate Attorney at Potter Anderson & Corroon LLP
Industry Law Practice
Experience
Potter Anderson & Corroon LLP  August 2014 - Present
Franklin Square Capital Partners   March 2013 - August 2014
Skadden, Arps, Slate, Meagher & Flom LLP   September 2007 - March 2013
Reed Smith LLP  2005 - 2006
Cravath, Swaine & Moore LLP   June 2002 - May 2004

Skills
Securities Regulation, Legal Research, Corporate Law, Corporate Governance, Legal Writing, Joint Ventures

Education
University of Virginia School of Law   2004 — 2007

University of Pennsylvania   1998 — 2002
BA, Philosophy

Regis High School   1995 — 1998

Jim Volk Jim Volk Norristown, Pennsylvania Details
Jim Volk's Franklin Square Capital Partners Experience October 2014 - Present
Job Senior Vice President Fund Compliance at Franklin Square Capital Partners
Industry Financial Services
Experience
Franklin Square Capital Partners   October 2014 - Present
SEI Investment Manager Services   February 1996 - October 2014
U.S. Securities and Exchange Commission   December 1993 - February 1996
PricewaterhouseCoopers Limited  January 1985 - December 1993

Skills
Mutual Funds, Asset Management, Investments, Securities, Hedge Funds, Compliance, Investment Advisers Act..., Investment Company Act..., SEC Regulation, Form PF, Form CPO-PQR, AIFMD, Public Speaking, Board Interaction, Operations, Financial Reporting, Regulatory Reporting, Managing SEC Exams, AML, Fund Of Funds, Fund Administration, Alternative Investments, FINRA, Investment Advisers Act, Investment Company Act, Anti Money Laundering, Management, Equities, Financial Services, Financial Analysis, Fixed Income

Education
University of Delaware - Lerner College of Business and Economics   1980 — 1984
Bachelor's degree, Accounting

Micaela Kerr Micaela Kerr Greater New York City Area Details
Micaela Kerr's Franklin Square Capital Partners Experience November 2011 - Present
Job Director, National Accounts at Franklin Square Capital Partners
Industry Financial Services
Experience
Franklin Square Capital Partners   November 2011 - Present
LPL Financial  May 2007 - October 2011
LPL Financial  2004 - 2007
PrimeVest Financial Services  2002 - 2004

Skills
Series 7, Series 63, Investments, Securities

Education
University of Delaware
Finance

Elisha Kes Elisha Kes Orlando, Florida Area Details
Elisha Kes's Franklin Square Capital Partners Experience November 2013 - Present
Job Client Relations Specialist at Franklin Square Capital Partners
Industry Higher Education
Experience
Franklin Square Capital Partners   November 2013 - Present
Merrill Lynch  July 2012 - November 2013
Full Sail University  April 2012 - July 2012
Full Sail University  September 2011 - April 2012
Northwestern Mutual  May 2011 - September 2011

Skills
PowerPoint, Customer Service, Microsoft Excel, Event Planning, Microsoft Office, Team Leadership, Organizing, Account Management, Public Speaking, Financial Analysis, Finance, Time Management, Research, Sales, Insurance, Leadership, Social Media, Microsoft Word, Social Networking, Teamwork

Education
University of Central Florida - College of Business Administration   2006 — 2011
B.S.B.A, Finance

Classical High School

Adam Heller Adam Heller Greater Los Angeles Area Details
Adam Heller's Franklin Square Capital Partners Experience June 2014 - September 2014
Job Houlihan Lokey
Industry Investment Banking
Experience
Franklin Square Capital Partners   June 2014 - September 2014
GPX Enterprises   May 2013 - August 2013

Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word

Education
University of Florida - Warrington College of Business Administration   2011 — 2015
Bachelor of Science (B.S.), Finance, General

University of Florida
BS, Finance, General

Ed Janeczek Ed Janeczek Philadelphia, Pennsylvania Details
Ed Janeczek's Franklin Square Capital Partners Experience July 2013 - Present
Job Internal Sales Consultant at Franklin Square Capital Partners
Industry Venture Capital & Private Equity
Experience
Franklin Square Capital Partners   July 2013 - Present
Franklin Square Capital Partners   December 2011 - July 2013
Fenner Drives  August 2010 - December 2011
College Hunks Hauling Junk  February 2007 - August 2010
Merrill Lynch Global Wealth Management  June 2009 - August 2009

Skills
Private Equity, Private Debt, Alternative Investments, BDCs, Brand Development, Consultative Selling, Loan Origination, Investments, LIBOR, Sales, Account Management, Salesforce.com, Selling, Sales Operations, Management, Sales Management, New Business Development, Customer Service, B2B, Analysis, Series 7, Finance, Entrepreneurship, Marketing, Mutual Funds, Asset Management, Consumer Debt

Education
University of Central Florida   2006 — 2010
Bachelor of Science, Business Administration; Economics

Madeleine Willner Madeleine Willner Washington D.C. Metro Area Details
Madeleine Willner's Franklin Square Capital Partners Experience August 2013 - April 2014
Job New Product Development Specialist at CEB
Industry Financial Services
Experience
CEB  October 2015 - Present
CEB  April 2015 - August 2015
CEB  June 2014 - March 2015
Franklin Square Capital Partners   August 2013 - April 2014
Raymond James Financial Inc.  May 2013 - August 2013
Lockheed Martin  April 2013 - August 2013
E-Commerce Intelligence   April 2013 - August 2013
Microsoft Skydrive   February 2013 - June 2013
Lockheed Martin  January 2012 - March 2013
NetClarify  2013 - 2013

Skills
Microsoft Excel, Microsoft Word, Prezi, PowerPoint, Photoshop, Illustrator, Customer Service, interperson, Leadership, Research, Microsoft Office, Event Planning, Social Media Marketing, Social Networking, Facebook, Social Media, Marketing, Time Management, Sales, Public Speaking

Education
University of Central Florida - College of Business Administration   2010 — 2014
Marketing and Mass Communications, Junior

Jeremiah Hunihan Jeremiah Hunihan Orlando, Florida Area Details
Jeremiah Hunihan's Franklin Square Capital Partners Experience May 2013 - Present
Job Client Relations Specialist
Industry Financial Services
Experience
Franklin Square Capital Partners   May 2013 - Present
Jackson Wealth Management   February 2012 - May 2013
UBS Wealth Management  May 2011 - December 2011

Skills
Financial Analysis, Financial Modeling, Investments, Valuation, Strategic Financial..., Accounting, Portfolio Management, Mutual Funds, Financial Planning, Asset Allocation, Alternative Investments, Customer Service, Series 7, Management

Education
University of Central Florida   2007 — 2011
Business, Finance

Kristen Royo Kristen Royo Orlando, Florida Details
Kristen Royo's Franklin Square Capital Partners Experience January 2014 - Present
Job Business Development Coordinator at Franklin Square Capital Partners
Industry Financial Services
Experience
Franklin Square Capital Partners   January 2014 - Present
Franklin Square Capital Partners   October 2012 - December 2013
University of Central Florida  January 2012 - September 2012
Aon Hewitt  October 2011 - August 2012
Save the Manatees Club   May 2011 - August 2011
Shoreline Foundation, Inc.   June 2008 - August 2010

Skills
Social Media Marketing, Sales, Alternative Investments, Series 7, BDCs, Series 63, Business Development, Recruiting, Research, Social Media, Investments, PowerPoint, Customer Service, Microsoft Office, Time Management, Microsoft Excel, Social Networking

Education
University of Central Florida   2008 — 2012
Bachelor of Science, Finance and Marketing

Colin Shope Colin Shope Philadelphia, Pennsylvania Details
Colin Shope's Franklin Square Capital Partners Experience April 2014 - Present
Job Analyst at Franklin Square Capital Partners
Industry Financial Services
Experience
Franklin Square Capital Partners   April 2014 - Present
BNY Mellon  2013 - April 2014
BNY Mellon  2011 - 2013
BNY Mellon  2010 - 2011
Clear Channel Radio  2009 - 2010
Lehigh Valley Outlawz Professional Indoor Football   2008 - 2009

Skills
Hedge Funds, Investments, Trading, Alternative Investments, Mutual Funds, Financial Analysis, Bloomberg, Equities, Microsoft Office, Finance, Microsoft Excel, Microsoft SQL Server, Microsoft Exchange, Cash Flow, Cash Management, Regulatory Requirements, Financial Reporting, Financial Accounting, Sales, Customer Service, Compliance, Account Reconciliation, Data Analysis, Client Service, Time Management, FoF Investments, Market Analysis, Securities, Valuation, Financial Modeling, Financial Services, Derivatives, Fixed Income, Analysis

Education
Villanova University
Master of Business Administration (MBA), Finance

Temple University - Fox School of Business and Management   2006 — 2010
Bachelor of Business Administration

Robert E. Savarese, Jr. Robert E. Savarese, Jr. Greater Philadelphia Area Details
Robert E. Savarese, Jr.'s Franklin Square Capital Partners Experience December 2013 - Present
Job Director / National Accounts Manager
Industry Financial Services
Experience
Franklin Square Capital Partners   December 2013 - Present
Federated Securities, Inc.   July 2008 - November 2013
Janney Montgomery Scott  May 2006 - July 2008
Janney Montgomery Scott  2004 - 2006
ADVISORport  2003 - 2004
Janney Montgomery Scott  2001 - 2003
Janney Montgomery Scott  1998 - 2001

Skills
Series 7, Mutual Funds, Retirement Planning, Series 63, Wealth Management, Asset Allocation, ETFs, 401k, Trading, Separately Managed..., Retirement, Investments, Financial Services, Financial Advisory, Alternative Investments, Securities, Investment Strategies, Insurance, Investment Advisory, Fixed Annuities, Finance, Bonds, FINRA, Equities, Series 65, Fixed Income, Estate Planning, Uniform Combined State..., Asset Management

Education
Temple University   1986 — 1989
BA, English & Political Science

LaSalle College High School   1981 — 1984

Ross Kirwan, MBA Ross Kirwan, MBA Charlotte, North Carolina Details
Ross Kirwan, MBA's Franklin Square Capital Partners Experience September 2013 - July 2014
Job Regional Vice President at Dreyfus Investments
Industry Financial Services
Experience
Dreyfus Investments BNY Mellon Investment Management   July 2014 - Present
Franklin Square Capital Partners   September 2013 - July 2014
Franklin Square Capital Partners   August 2012 - September 2013
Wells Real Estate Funds  May 2010 - August 2012
Wells Real Estate Funds  June 2007 - May 2010
SIFE  December 2006 - May 2007

Skills
Sales, Account Management, Building Relationships, Relationship Management, Sales Presentations, Series 63, Investments, New Business Development, Series 7, Securities, Asset Management, Mutual Funds, Alternative Investments, Strategy, Finance, Financial Services

Education
The University of Georgia   2009 — 2012
MBA, Business

Valdosta State University   2003 — 2007
B.B.A, Marketing

Graham Bachman Graham Bachman Philadelphia, Pennsylvania Details
Graham Bachman's Franklin Square Capital Partners Experience January 2015 - Present
Job Sales Associate at Franklin Square
Industry Financial Services
Experience
Franklin Square Capital Partners   January 2015 - Present
ACTIV Financial Systems, Inc.   March 2012 - December 2014
JPMorgan Chase  April 2010 - March 2012
Vector Marketing Corporation  May 2008 - September 2008
Koch Financial Group   June 2007 - July 2007

Skills
Management, Sales, Analysis, Account Management, Business Analysis, CRM, Cross-functional Team..., Microsoft Excel, Business Development, Financial Analysis, Project Management, Salesforce.com, Sales Management, Market Research, Vendor Management

Education
University of Pittsburgh (College of Business Administration)   2005 — 2009
Bachelor's Degree, Finance and a Minor in Economics

Universidad Pablo de Olavide   2008 — 2008
study abroad, Business and Spanish

Radnor High School   2001 — 2005

Andrew Mastro, CFA, CAIA Andrew Mastro, CFA, CAIA Greater Philadelphia Area Details
Andrew Mastro, CFA, CAIA's Franklin Square Capital Partners Experience December 2014 - Present
Job Executive Director at Franklin Square Capital Partners
Industry Investment Management
Experience
Franklin Square Capital Partners   December 2014 - Present
Merrill Lynch  2005 - November 2014

Skills
Alternative Investments, Asset Allocation, Hedge Funds, Private Equity, Investment Management, Real Estate, Credit, Non-Traditional Mutual..., Wealth Management, Sales

Education
The College of New Jersey   2001 — 2005
Bachelor's Degree, Business Administration

CFA Institute

Chartered Alternative Investment Analyst Association (CAIA)

Michael Lawson Michael Lawson United States Details
Michael Lawson's Franklin Square Capital Partners Experience April 2014 - Present
Job Fund CFO at Franklin Square Capital Partners
Industry Investment Management
Experience
Franklin Square Capital Partners   April 2014 - Present
SEI  November 1998 - April 2014
Pilgrim Baxter & Associates  February 1998 - November 1998

Skills
Financial Accounting, Investments, Board Presentations, Operations Management, Mutual Funds, Financial Analysis, Financial Services, Equities, Securities, Alternative Investments, Finance, Fixed Income

Education
Temple University   1985 — 1988
Bachelor of Business Administration (B.B.A.), Finance, General

Camp Cuthrell Camp Cuthrell Greater San Diego Area Details
Camp Cuthrell's Franklin Square Capital Partners Experience October 2008 - November 2012
Job Regional Vice President at Shopoff Realty Investments
Industry Financial Services
Experience
Shopoff Realty Investments  August 2014 - Present
Triton Pacific Capital Partners  February 2013 - August 2014
Franklin Square Capital Partners   October 2008 - November 2012
Highland Capital Management  March 2006 - October 2008
Mainstay Funds   2000 - 2006

Skills
Alternative Investments, Series 7, Mutual Funds, Series 63, Hedge Funds, Investments, Retirement Planning, Asset Managment, Securities, Wealth Management, Asset Allocation, Salesforce.com, ETFs, Portfolio Management, Investment Advisory, Investment Strategies, Private Equity, Financial Advisory, Retirement, Strategic Financial..., Estate Planning, Series 24, Fixed Income, Capital Markets, Sales, Start-ups, Financial Services, Fixed Annuities, Investment Management, Financial Markets, Wealth Management..., Equities, Relationship Management, FINRA, 401k, Bonds, Private Placements, Equity Research, Wealth, Valuation, Separately Managed..., High Net Worth..., Asset Management, Financial Planning

Education
The University of Texas at Austin   1988 — 1991
Liberal Arts, History

Ryan Flynn Ryan Flynn Greater New York City Area Details
Ryan Flynn's Franklin Square Capital Partners Experience December 2011 - Present
Job Regional Sales Director at Franklin Square Capital Partners
Industry Investment Management
Experience
Franklin Square Capital Partners   December 2011 - Present

Skills
Alternative Investments, Investments

Education
The College of Wooster   1999 — 2003
Bachelor of Arts

Brian Lamkin Brian Lamkin Greater Atlanta Area Details
Brian Lamkin's Franklin Square Capital Partners Experience December 2012 - May 2013
Job Regional Vice President at AIG SunAmerica Asset Management
Industry Financial Services
Experience
AIG SunAmerica Asset Management  June 2013 - Present
Franklin Square Capital Partners   December 2012 - May 2013
Wells Real Estate Funds  July 2012 - November 2012
Wells Real Estate Funds  November 2010 - July 2012
Konsortium Capital Partners, LLC   March 2010 - August 2010
AXA Distributors  September 2009 - December 2009
AXA Distributors  September 2005 - December 2009

Skills
Series 63, Series 7, Variable Annuities, Fixed Annuities, Investments, Retirement Planning, Securities, Alternative Investments, Relationship Management, Financial Services, Financial Analysis, Asset Allocation, Mutual Funds, Sales, Asset Management

Education
University of Kansas   1999 — 2004
Bachelor of Arts (BA), Psychology

Hennah Iqbal Hennah Iqbal Greater Philadelphia Area Details
Hennah Iqbal's Franklin Square Capital Partners Experience August 2014 - July 2015
Job Financial Planning & Analysis at Comcast
Industry Financial Services
Experience
Comcast  September 2015 - Present
Franklin Square Capital Partners   August 2014 - July 2015
Lincoln Financial Group  September 2012 - August 2014
BNY Mellon  May 2011 - August 2012
UBS Wealth Management  September 2010 - December 2010
Merrill Lynch  June 2009 - August 2009

Skills
Finance, Leadership, Business Analysis, Financial Services, Insurance, Financial Analysis, Financial Reporting, Project Management, Management, Six Sigma, Strategic Planning, Social Media, Campaign Management, Strategy, Relationship Management, Analysis, Process Improvement, PowerPoint, Salesforce.com, Business Strategy, Team Leadership, Microsoft Office, Microsoft Word, Outlook, Microsoft Excel, Investments

Education
University of Pittsburgh   2007 — 2011
BSBA, Finance & Global Management

Kevin Holleron Kevin Holleron Washington D.C. Metro Area Details
Kevin Holleron's Franklin Square Capital Partners Experience December 2012 - Present
Job MidAtlantic Regional Sales Director Franklin Square Capital Partners
Industry Financial Services
Experience
Franklin Square Capital Partners   December 2012 - Present
Eagle Asset Management  December 2010 - November 2012
SunAmerica Asset Management  February 2010 - December 2010
Van Kampen Investments  August 2002 - January 2009
Invesco Aim  February 1997 - August 2002
Invesco Aim  February 1996 - February 1997

Skills
Alternative Investments, BDCs, Investments, Mutual Funds, Asset Allocation, Asset Management, Separately Managed..., Financial Services, Financial Advisory, Business Acumen, Financial Markets, Retirement Planning, Series 7, Series 63

Education
Texas Tech University - Rawls College of Business   1990 — 1994
BBA, Finance

Stratford Senior High   1987 — 1989
Diploma, General

Daniel Wilk Daniel Wilk Philadelphia, Pennsylvania Details
Daniel Wilk's Franklin Square Capital Partners Experience December 2014 - Present
Job Sales Associate at Franklin Square Capital Partners
Industry Financial Services
Experience
Franklin Square Capital Partners   December 2014 - Present
Mars  May 2014 - August 2014
myCIO Wealth Partners  May 2013 - August 2013
myCIO Wealth Partners  May 2012 - August 2012

Skills
Finance, Program Management, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Social Media, Data Analysis, Public Speaking, Research, Leadership, Financial Analysis, Social Networking

Education
University of Pennsylvania   2010 — 2014

Nazareth Area High School   2006 — 2010

Stephen Nelb, CFA Stephen Nelb, CFA Greater Philadelphia Area Details
Stephen Nelb, CFA's Franklin Square Capital Partners Experience July 2015 - Present
Job Director at Franklin Square Capital Partners
Industry Venture Capital & Private Equity
Experience
Franklin Square Capital Partners   July 2015 - Present
Franklin Square Capital Partners   December 2013 - July 2015
Franklin Square Capital Partners   December 2012 - December 2013
Element Partners  January 2009 - December 2012
Endurance Real Estate Group   May 2006 - August 2008
Wilmington Country Club  June 2003 - August 2005

Education
Wake Forest University   2004 — 2008
B.A., Economics

University of Cambridge   2007 — 2007
Economics

Joaquin R. Balaguer Joaquin R. Balaguer Orlando, Florida Area Details
Joaquin R. Balaguer's Franklin Square Capital Partners Experience August 2010 - November 2014
Job VP of Sales at Resource Real Estate
Industry Financial Services
Experience
Resource Real Estate  December 2014 - Present
Franklin Square Capital Partners   August 2010 - November 2014
CNL  April 2005 - August 2010

Skills
Alternative Investments, Equities, Sales, Salesforce.com, Customer Service, Financial Services, Series 63, Asset Allocation, Mutual Funds, Strategic Financial..., Series 7, Investment Advisory, Investments, Valuation, Hedge Funds, Management, Asset Managment, Asset Management, Marketing, Financial Markets, Financial Analysis, Investment Strategies, Retirement, Private Equity, Fixed Income, Strategic Planning, Public Speaking, Due Diligence, Securities, Fixed Annuities, Finance, New Business Development

Education
University of Central Florida   1994 — 1999
Finance

Neal Heble Neal Heble Greater Philadelphia Area Details
Neal Heble's Franklin Square Capital Partners Experience January 2015 - Present
Job Executive Director at Franklin Square Capital Partners
Industry Financial Services
Experience
Franklin Square Capital Partners   January 2015 - Present
Franklin Square Capital Partners   April 2012 - December 2014
Franklin Square Capital Partners   February 2011 - April 2012
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates   2006 - February 2011
ThinLabs, Inc.   2000 - 2003

Skills
Securities, Securities Regulation, Mergers, Alternative Investments

Education
Temple University - James E. Beasley School of Law   2003 — 2006

Jarrod Lee Jarrod Lee Orlando, Florida Details
Jarrod Lee's Franklin Square Capital Partners Experience September 2015 - Present
Job Internal Sales Consultant at Franklin Square Capital Partners
Industry Financial Services
Experience
Franklin Square Capital Partners   September 2015 - Present
Franklin Square Capital Partners   June 2014 - September 2015
CEMEX  January 2013 - April 2014
CEMEX  June 2012 - August 2012

Skills
Supply Chain Management, Supply Chain, Operations Management, Logistics, Cement, Building Materials, Materials Management, Purchasing, Logistics Management, Procurement, Customer Service, Management, Microsoft Excel, Microsoft Word, PowerPoint, Public Speaking

Education
University of Central Florida   2010 — 2014
Finance, Finance, General

University of Central Florida   2010 — 2014
Bachelor's degree, Finance, General

Michael Neil Michael Neil Greater Philadelphia Area Details
Michael Neil's Franklin Square Capital Partners Experience August 2012 - Present
Job Director at Franklin Square Capital Partners
Industry Financial Services
Experience
Franklin Square Capital Partners   August 2012 - Present
JRAid   June 2011 - Present
Merrill Lynch Wealth Management, Bank of America Corporation  January 2009 - June 2012
Merrill Lynch  August 2005 - January 2009
American Business Financial Services  March 2004 - April 2005
Ascentive LLC   March 2002 - February 2004
eCal Corporation  January 1999 - July 2001
Mike Rosen & Associates   December 1994 - January 1999

Education
Syracuse University

Eric Newman Eric Newman Greater Philadelphia Area Details
Eric Newman's Franklin Square Capital Partners Experience January 2013 - Present
Job Director Human Resources at Franklin Square Capital Partners
Industry Human Resources
Experience
Franklin Square Capital Partners   January 2013 - Present
Wharton School of Business, University of Pennsylvania   January 2008 - March 2013
Hirtle Callaghan and Co.   March 2007 - January 2013
Philadelphia Eagles  September 2001 - March 2007
Visalign  1994 - 2001
Drexel University  March 1992 - March 1994

Skills
Human Resources, Entrepreneurship, Strategic Planning, Organizational..., Change Management, Talent Management, Leadership Development, Coaching, Talent Acquisition, Employee Relations, Program Management, Strategy, Human Resource..., Business Development, Venture Capital, Portfolio Management, Alternative Investments, Executive Coaching, Outsourcing, Mergers & Acquisitions, Investments

Education
University of Pennsylvania   1988 — 1990
MsE, Education

University of Pennsylvania - The Wharton School   1982 — 1986
BSE, Labor Relations and Finance

Wil Wang Wil Wang Greater Philadelphia Area Details
Wil Wang's Franklin Square Capital Partners Experience March 2015 - Present
Job Software Engineer at Franklin Square Capital Partners
Industry Financial Services
Experience
Franklin Square Capital Partners   March 2015 - Present
Chatham Financial  August 2013 - February 2015
Chatham Financial  October 2012 - August 2013
Chatham Financial  January 2012 - October 2012
Chatham Financial  November 2008 - January 2012
Chatham Financial  January 2007 - November 2008
Moody's Economy.com   June 2005 - January 2007
Bweb Solutions   September 2004 - September 2005
Moody's Economy.com   March 2002 - June 2005
Moody's Economy.com   June 2000 - March 2002

Skills
VB.NET, C#, SQL Server, T-SQL, Agile, Derivatives, .NET, Databases, VBA, SQL, JavaScript, Visual Studio, ASP.NET, Visual Basic, XML, WCF, Software Development, HTML, Subversion, jQuery, Access, Windows, SOA, Scrum, Software Engineering, OOP, Data Analysis, MVC, MySQL, Software Design, Software Project..., Microsoft Office, Programming, Application Development, WinForms, Object Oriented Design, Analysis, Business Analysis, Architecture, Web Applications, Node.js, Microsoft SQL Server, Agile Methodologies, Web Services, Database Administration, Agile Project Management

Education
University of Pennsylvania   1996 — 2000
B.A

Allison Zack Allison Zack Philadelphia, Pennsylvania Details
Allison Zack's Franklin Square Capital Partners Experience 2015 - Present
Job Legal Secretary at Franklin Square Capital Partners
Industry Legal Services
Experience
Franklin Square Capital Partners   2015 - Present
Kaufman Dolowich & Voluck, LLP   April 2013 - February 2015
Kaufman Dolowich & Voluck, LLP   September 2011 - March 2013

Skills
Westlaw, Pleadings, PACER, Legal Documents, Time Matters, Document Review, Legal Research, Civil Litigation, Legal Assistance, Litigation Support, Courts

Education
Villanova University   2012 — 2013
Paralegal Certificate, Paralegal Evening Program

Temple University   2007 — 2011
Bachelor of Science (B.S.), Criminal Justice

David Adelman David Adelman Greater Philadelphia Area Details
David Adelman's Franklin Square Capital Partners Experience May 2007 - Present
Job Campus Apartments
Industry Real Estate
Experience
Franklin Square Capital Partners   May 2007 - Present
Campus Apartments, Inc.   June 1994 - Present

Education
The Ohio State University   1990 — 1994
BA, Finance, Political Science

Ted Gallivan, CPA Ted Gallivan, CPA Philadelphia, Pennsylvania Details
Ted Gallivan, CPA's Franklin Square Capital Partners Experience November 2012 - Present
Job Chief Financial Officer, FS Energy and Power Fund
Industry Venture Capital & Private Equity
Experience
Franklin Square Capital Partners   November 2012 - Present
BlackRock  January 2005 - October 2012
State Street Research  December 1988 - January 2005
PwC  September 1984 - December 1988

Skills
Mutual Funds, Alternative Investments, Fund Of Funds, Financial Reporting, Structured Finance, Fund Administration, Fund Accounting, SEC filings, Process Improvement, Sarbanes-Oxley Act, Financial Statements, Asset Managment, Private Equity, Accounting, Internal Controls, Tax, Auditing, Hedge Funds, Financial Services, Fixed Income, Equities, Asset Management, Derivatives, Finance, Valuation, Investment Management, Bloomberg, Investments, Securities, Due Diligence, Portfolio Management, Financial Analysis, Financial Modeling, Asset Allocation, Shareholder, ETFs, CPA, SEC Filings

Education
Stonehill College   1980 — 1984
BSBA, Accounting

Tyler Heyser Tyler Heyser Greater Philadelphia Area Details
Tyler Heyser's Franklin Square Capital Partners Experience Wealth Management InternMorgan StanleyApril 2014 - August 2014
Job Sales Associate at Franklin Square Capital Partners
Industry Financial Services
Experience
Franklin Square Capital Partners   Wealth Management InternMorgan StanleyApril 2014 - August 2014
University of Scranton  September 2013 - May 2014

Skills
PowerPoint, Research, Microsoft Excel, Public Speaking, Data Analysis, Microsoft Office, Statistics, Teamwork, Leadership, Time Management, Critical Thinking

Education
University of Scranton   2011 — 2015
Bachelor's degree, Finance, General

Haddon Township High School   2007 — 2011

Ryan Hurley, CIMA® Ryan Hurley, CIMA® Seattle, Washington Details
Ryan Hurley, CIMA®'s Franklin Square Capital Partners Experience July 2012 - Present
Job Regional Sales Director at Franklin Square Capital Partners (WA,OR,AK)
Industry Financial Services
Experience
Franklin Square Capital Partners   July 2012 - Present
Allianz  March 2011 - July 2012
Allianz Life  July 2008 - March 2011
Van Kampen Investments  December 2003 - June 2008

Skills
Wealth Management, Pensions, Retirement, Retirement Planning, Series 7, Fixed Annuities, Insurance, Series 63, Investment Advisory, Strategic Financial..., Mutual Funds, Series 6, Asset Management

Education
University of Oregon   1993 — 1998
Bachelor of Science (B.S.), Psychology

David Pittman, CIMA® David Pittman, CIMA® Greater St. Louis Area Details
David Pittman, CIMA®'s Franklin Square Capital Partners Experience August 2015 - Present
Job SVP, Central Divisional Director, Franklin Square Capital Partners
Industry Financial Services
Experience
Franklin Square Capital Partners   August 2015 - Present
Franklin Square Capital Partners   July 2011 - August 2015
CoStar Group  January 2011 - July 2011
Wells Real Estate Funds  April 2002 - November 2010
Korn/ Ferry International  February 2000 - February 2002
Wyndham Mills International  April 1998 - February 2000
U.S. Army Reserve   January 1992 - January 1998

Skills
Investments, Management, Alternative Investments, Series 7, Recruiting, Asset Managment, CRM, Salesforce.com, Investment Strategies, Asset Allocation, Financial Services, New Business Development, Investment Advisory

Education
University of Georgia - Terry College of Business   1994 — 1998
BBA, International Business

Daniel Picard Daniel Picard Greater Philadelphia Area Details
Daniel Picard's Franklin Square Capital Partners Experience June 2012 - Present
Job Investment Management
Industry Financial Services
Experience
Franklin Square Capital Partners   June 2012 - Present
Barclays  January 2007 - January 2012
Citi  July 2006 - January 2007
Citi  July 2004 - July 2006
GreenPoint Mortgage  July 2003 - July 2004

Education
Trinity College-Hartford   1999 — 2003
Bachelor of Arts, Economics

Brendan McKenna Brendan McKenna Greater Philadelphia Area Details
Brendan McKenna's Franklin Square Capital Partners Experience August 2015 - Present
Job Software Developer at Franklin Square Capital Partners
Industry Computer Software
Experience
Franklin Square Capital Partners   August 2015 - Present
Lagniappe Pharmacy Services (LPS)   August 2010 - July 2015
Cegedim Dendrite  June 2009 - August 2010
AFCO Systems Development   February 2008 - March 2009
State University of New York  August 2007 - December 2007
New York Public Interest Research Group (NYPIRG)   May 2002 - August 2003

Skills
C++, C, C#, .NET, T-SQL, SQL, MySQL, Database Design, Database Management, Research, Problem Solving, Web Development, Database Admin, HTML, Microsoft SQL Server, Software Documentation, SharePoint, Software Development, Databases

Education
State University of New York at New Paltz   2003 — 2007
B.S. Finance, M.S. Computer Science

Ron Ronquillo Ron Ronquillo Greater Philadelphia Area Details
Ron Ronquillo's Franklin Square Capital Partners Experience August 2011 - April 2012
Job Technical Director at Corporate Synergies
Industry Information Services
Experience
Corporate Synergies Group  May 2014 - Present
Trion  April 2012 - May 2014
Franklin Square Capital Partners   August 2011 - April 2012
SHPS  April 2008 - August 2011
SHPS  April 2005 - April 2008

Skills
Employee Benefits, Vendor Management, Process Improvement, Call Centers, Insurance, Change Management, Management, Leadership, Strategic Planning

Education
University of Delaware   1991 — 1995
Bachelor

Wes McCrimmon Wes McCrimmon Bozeman, Montana Details
Wes McCrimmon's Franklin Square Capital Partners Experience April 2014 - Present
Job Regional Sales Director Franklin Square Capital Partners
Industry Financial Services
Experience
Franklin Square Capital Partners   April 2014 - Present
Deutsche Asset & Wealth Management  June 2010 - April 2014
JPMorgan Chase  November 2009 - July 2010
JP Morgan Chase Bank, N.A.   July 2008 - November 2009
Kemper Mortgage Inc   August 2005 - February 2008

Education
University of Idaho   2001 — 2005
BS, Finance

Hamilton High School

Christopher Vitale Christopher Vitale Greater Philadelphia Area Details
Christopher Vitale's Franklin Square Capital Partners Experience 2011 - 2013
Job EVP and General Counsel at AMREP Corporation
Industry Real Estate
Experience
Planning Commission of Haverford Township, Pennsylvania   2014 - Present
AMREP Corporation   2013 - Present
Associated Renewable Inc.  2013 - Present
Franklin Square Capital Partners   2011 - 2013
WorldGate Communications, Inc.   2011 - 2011
WorldGate Communications, Inc.   2009 - 2011
Morgan, Lewis & Bockius LLP   2006 - 2009
Avaya  2005 - 2006
Sullivan & Cromwell LLP  2001 - 2005

Skills
Securities Law, Mergers, Corporate Law, Corporate Governance, Securities Offerings, Private Equity, Corporate Finance, Securities Regulation, Private Placements, Corporate Transactions, Public Companies, SEC reporting, Company Secretarial, Mergers & Acquisitions, SEC filings, Securities, Venture Capital, Due Diligence, Joint Ventures, Licensing

Education
University of Pennsylvania Law School   1998 — 2001
J.D., Law

Villanova University   1994 — 1998
BS, BME, Accounting and Mechanical Engineering

Don Bosco

Linda Bohnert, CFP Linda Bohnert, CFP Winter Park, Florida Details
Linda Bohnert, CFP's Franklin Square Capital Partners Experience March 2010 - December 2014
Job Internal Sales at Triloma
Industry Financial Services
Experience
Triloma  December 2014 - Present
Franklin Square Capital Partners   March 2010 - December 2014
LEAF Financial Corporation  July 2008 - December 2009
LEAF  2008 - December 2009
CNL Securities   1997 - 2008

Skills
Series 63, Asset Management

Education
State University of New York College at Oneonta
BS, Elementary Education

Alexander Neff Alexander Neff Greater Philadelphia Area Details
Alexander Neff's Franklin Square Capital Partners Experience June 2012 - Present
Job Fund Controller at Franklin Square Capital Partners
Industry Accounting
Experience
Franklin Square Capital Partners   June 2012 - Present
Grant Thornton  January 2007 - June 2012
First National Bank of Chester County  September 2004 - December 2006

Skills
US GAAP, Internal Controls, GAAP, SEC filings, Financial Accounting, Accounting, Sarbanes-Oxley Act, Auditing, Financial Analysis, CPA, SEC Filings, Finance, External Audit

Education
University of Delaware
BA, Economics

Villanova University
Certificate of Accountancy

James Beach James Beach Philadelphia, Pennsylvania Details
James Beach's Franklin Square Capital Partners Experience April 2010 - Present
Job Director
Industry Financial Services
Experience
Franklin Square Capital Partners   April 2010 - Present
Ewing Bemiss & Co.   July 2008 - April 2010

Education
University of Richmond   2004 — 2008
BA, Economics

The London School of Economics and Political Science (LSE)   2006 — 2007
General Course, Economics, Finance

Jon Glass Jon Glass New York, New York Details
Jon Glass's Franklin Square Capital Partners Experience September 2014 - Present
Job Product Strategy Analyst at Franklin Square Capital Partners
Industry Financial Services
Experience
Franklin Square Capital Partners   September 2014 - Present
BlackRock  April 2012 - August 2014
Royal Bank of Scotland  August 2010 - January 2012

Skills
Financial Modeling, Fixed Income, Equity Research, Marketing Strategy, Institutional Sales, Securities Regulation, PowerPoint, Microsoft Excel, Consumer Marketing, Sales

Education
University of Michigan   2006 — 2010
BA, Sociology and Business

The Haverford School
High School

Krista Bono Krista Bono Orlando, Florida Area Details
Krista Bono's Franklin Square Capital Partners Experience May 2015 - Present
Job Business Development Coordinator at Franklin Square Capital Partners
Industry Financial Services
Experience
Franklin Square Capital Partners   May 2015 - Present
Franklin Square Capital Partners   April 2015 - Present
Franklin Square Capital Partners   February 2012 - June 2013
Bloomingdale's  March 2008 - May 2009

Skills
Microsoft Excel, Financial Analysis, Alternative Investments, Financial Reporting, PowerPoint, Microsoft Word, Outlook, Management, Investments, Spreadsheets, Analysis, Customer Service, Microsoft Office, QuickBooks, Series 7, Series 63

Education
University of Central Florida   2007 — 2010
BSBA, Finance

University of Central Florida - College of Business Administration   2007 — 2010
Bachelor of Science (BS), Finance, General

Rebekah Brooks Rebekah Brooks Greater Denver Area Details
Rebekah Brooks's Franklin Square Capital Partners Experience December 2011 - Present
Job Director Key Accounts at Franklin Square Capital Partners
Industry Financial Services
Experience
Franklin Square Capital Partners   December 2011 - Present
KBS-Capital Markets Group  April 2007 - December 2011
Meritage Homes of California   April 2005 - April 2007
KB Homes  March 2004 - April 2005

Skills
Series 7, Series 63, Salesforce.com, Microsoft Excel, Investments, Business Development, Asset Management, Alternative Investments, Retirement Planning, Securities, Wealth Management, Mutual Funds, Investment Advisory, Financial Services

Education
Liberty UniversityMay 2003   2000 — 2003
Bachelor of Science, Exercise Science

University of North Carolina at Wilmington   1998 — 2000

Lance Murphy, CIMA® Lance Murphy, CIMA® Dallas, Texas Details
Lance Murphy, CIMA®'s Franklin Square Capital Partners Experience May 2011 - September 2015
Job Former President, EVP at Franklin Square Capital Partners
Industry Financial Services
Experience
Franklin Square Capital Partners   May 2011 - September 2015
Kiski Group LLC   October 2010 - May 2011
Hines  September 2008 - September 2010
Van Kampen Investments  October 1999 - September 2008
Lord Abbett  October 1996 - September 1999
AIM Management  1994 - 1996

Skills
Alternative Investments, Investment Management, Investments, Mutual Funds, Series 7, Series 63, Risk Management, Wealth Management, Securities, Asset Managment, Marketing, Finance, Portfolio Management, Private Equity, Hedge Funds, Business Strategy, Marketing Strategy, Executive Management

Education
Texas Tech University - Rawls College of Business   1989 — 1993
BBA, Finance

Andy Marrone Andy Marrone Laguna Hills, California Details
Andy Marrone's Franklin Square Capital Partners Experience December 2014 - Present
Job Regional Sales Director at Franklin Square Capital Partners
Industry Financial Services
Experience
Franklin Square Capital Partners   December 2014 - Present
Cole Capital  August 2012 - December 2014
SC Distributors  February 2011 - August 2012
AXA Distributors  June 1999 - January 2011
Mass Mutual  1998 - 1999
Treasure Island Resort & Casino  1993 - 1998

Skills
Alternative Investments, Investments, Series 7, Securities, Consultative Approach, Financial Planners, Fixed Income Strategies, Wealth Management

Education
UNLV   1990 — 1994
Bachelor of Science (BS), Finance, General

Jennifer Bortnowsky Jennifer Bortnowsky Philadelphia, Pennsylvania Details
Jennifer Bortnowsky's Franklin Square Capital Partners Experience May 2013 - October 2013
Job Claims Administrator at Petplan Pet Insurance (USA)
Industry Consumer Services
Experience
Petplan Pet Insurance (USA)   October 2013 - Present
Franklin Square Capital Partners   May 2013 - October 2013
Heller & Clausen Grievance Group, LLC.   April 2010 - April 2013
Copart  September 2008 - April 2010
Rosetta Stone  December 2007 - May 2008
The UPS Store  May 2003 - August 2007
University of Mary Washington Bookstore   August 2003 - May 2007

Skills
Office Administration, Accounts Payable, Accounts Receivable, QuickBooks, ADP Payroll, Customer Service, Multi Tasking, Microsoft Office, Communication Skills, Administrative..., Microsoft Word

Education
Mary Washington College   2003 — 2007
Bachelor of Business Administration (BBA), Business Administration and Management, General

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