Fulton Financial Advisors
Industry: Company
DescriptionFounded: 2000 Parent organization: Fulton Financial Corporation
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Fulton Financial Advisors Employees
Employee
Years
Job
Industry
Brittany Colton Brittany Colton's Fulton Financial Advisors Experience January 2013 - April 2013
Job 3L at Wake Forest University School of Law
Industry Law Practice
Experience
U.S. Court of Appeals for Veterans Claims June 2015 - August 2015
Lancaster County Office of the District Attorney June 2014 - August 2014
Fulton Financial Advisors January 2013 - April 2013
Johns Hopkins University January 2012 - May 2012
Johns Hopkins University January 2012 - May 2012
Johns Hopkins University August 2011 - December 2011
Deborah A. Nilson & Associates, PLLC June 2011 - August 2011
Navy SEALs Marketing Internship Program 2011 - May 2011
iAdventure.com June 2010 - August 2010
Lucinda Gallery and Unique Boutique January 2010 - May 2010
Skills
Public Relations, PowerPoint, Microsoft Office
Education
Wake Forest University School of Law 2013 — 2016
The Johns Hopkins University 2008 — 2012
Bachelor of Arts (BA), Political Science
U.S. Court of Appeals for Veterans Claims June 2015 - August 2015
Lancaster County Office of the District Attorney June 2014 - August 2014
Fulton Financial Advisors January 2013 - April 2013
Johns Hopkins University January 2012 - May 2012
Johns Hopkins University January 2012 - May 2012
Johns Hopkins University August 2011 - December 2011
Deborah A. Nilson & Associates, PLLC June 2011 - August 2011
Navy SEALs Marketing Internship Program 2011 - May 2011
iAdventure.com June 2010 - August 2010
Lucinda Gallery and Unique Boutique January 2010 - May 2010
Skills
Public Relations, PowerPoint, Microsoft Office
Education
Wake Forest University School of Law 2013 — 2016
The Johns Hopkins University 2008 — 2012
Bachelor of Arts (BA), Political Science
Ashley Huckabee Ashley Huckabee's Fulton Financial Advisors Experience June 2014 - Present
Job Support Services Specialist at Fulton Financial Corporation
Industry Financial Services
Experience
Fulton Financial Advisors June 2014 - Present
Fulton Financial Corporation February 2013 - Present
Lionbridge July 2011 - November 2012
Pennsylvania College of Art & Design September 2010 - May 2011
Skills
Photoshop, Microsoft Excel, Outlook, Illustrator, InDesign, Dreamweaver, HTML, CSS, JavaScript, PowerPoint, Microsoft Word, SEO, SEM, Google Adwords, Google Analytics, Online Research, Digital Photography, Search Engine Ranking, Lightroom
Education
Pennsylvania College of Art and Design 2007 — 2011
Bachelor of Fine Arts (B.F.A.), Fine and Studio Arts
Fulton Financial Advisors June 2014 - Present
Fulton Financial Corporation February 2013 - Present
Lionbridge July 2011 - November 2012
Pennsylvania College of Art & Design September 2010 - May 2011
Skills
Photoshop, Microsoft Excel, Outlook, Illustrator, InDesign, Dreamweaver, HTML, CSS, JavaScript, PowerPoint, Microsoft Word, SEO, SEM, Google Adwords, Google Analytics, Online Research, Digital Photography, Search Engine Ranking, Lightroom
Education
Pennsylvania College of Art and Design 2007 — 2011
Bachelor of Fine Arts (B.F.A.), Fine and Studio Arts
Chad Frey Chad Frey's Fulton Financial Advisors Experience May 2013 - August 2013
Job Analyst at Quadrant Real Estate Advisors
Industry Commercial Real Estate
Experience
Quadrant Real Estate Advisors November 2014 - Present
Norcom Mortgage May 2014 - November 2014
Federated Investors October 2013 - January 2014
Fulton Financial Advisors May 2013 - August 2013
Lancaster Country Club April 2006 - August 2013
Skills
Wealth Management, Investments, Mutual Funds, Teamwork, Leadership, Social Media
Education
Colgate University 2010 — 2014
Bachelor's degree, Mathematical Economics
Quadrant Real Estate Advisors November 2014 - Present
Norcom Mortgage May 2014 - November 2014
Federated Investors October 2013 - January 2014
Fulton Financial Advisors May 2013 - August 2013
Lancaster Country Club April 2006 - August 2013
Skills
Wealth Management, Investments, Mutual Funds, Teamwork, Leadership, Social Media
Education
Colgate University 2010 — 2014
Bachelor's degree, Mathematical Economics
Jessica Mortenson Jessica Mortenson's Fulton Financial Advisors Experience September 2006 - November 2011
Job Office Manager / Sales Assistant at Cent Wealth Management
Industry Financial Services
Experience
Cent Wealth Management July 2012 - Present
Fulton Financial Advisors September 2006 - November 2011
Fulton Bank October 2005 - September 2006
Skills
Financial Analysis, Wealth Management, Mutual Funds, Asset Allocation, Retirement Planning, Securities, 401k, Retirement, Investment Advisory, Fixed Annuities, Investments, Portfolio Management, IRAs, Financial Services, Asset Management, Strategic Financial..., Investment Strategies, Equities, Credit, Financial Advisory, Financial Planning
Education
Harrisburg Area Community College
Cent Wealth Management July 2012 - Present
Fulton Financial Advisors September 2006 - November 2011
Fulton Bank October 2005 - September 2006
Skills
Financial Analysis, Wealth Management, Mutual Funds, Asset Allocation, Retirement Planning, Securities, 401k, Retirement, Investment Advisory, Fixed Annuities, Investments, Portfolio Management, IRAs, Financial Services, Asset Management, Strategic Financial..., Investment Strategies, Equities, Credit, Financial Advisory, Financial Planning
Education
Harrisburg Area Community College
Frank Consalo's Fulton Financial Advisors Experience November 2008 - November 2010
Job Director of Sales Citi Personal Wealth Management
Industry Financial Services
Experience
Citi Personal Wealth Management May 2012 - Present
BISA 2006 - Present
PNC Investments October 2010 - May 2012
Fulton Financial Advisors November 2008 - November 2010
Wachovia Securities, LLC March 2000 - November 2008
Citigroup 1995 - 2000
Citigroup 1995 - 2000
Education
University of Kentucky 1981 — 1984
BA, Marketing - Finance
Citi Personal Wealth Management May 2012 - Present
BISA 2006 - Present
PNC Investments October 2010 - May 2012
Fulton Financial Advisors November 2008 - November 2010
Wachovia Securities, LLC March 2000 - November 2008
Citigroup 1995 - 2000
Citigroup 1995 - 2000
Education
University of Kentucky 1981 — 1984
BA, Marketing - Finance
Elizabeth H. Foster, Esq. Elizabeth H. Foster, Esq.'s Fulton Financial Advisors Experience August 2005 - August 2006
Job Legal Specialist at NJ Department of Health
Industry Judiciary
Experience
NJ Department of Health December 2013 - Present
Superior Court of New Jersey, Mercer Vicinage, Criminal Division April 2012 - August 2013
Superior Court of New Jersey, Mercer Vicinage, Criminal Division September 2011 - April 2012
Law Office of Charles J. Casale, Jr., P.A. April 2010 - August 2011
Almasy & Almasy, LLC May 2009 - August 2009
Fulton Financial Advisors August 2005 - August 2006
Skills
Legal Research, Legal Writing, Constitutional Law, Motions, Lexis, Mediation, Criminal Law, Appeals, Administrative Law, Courts, LexisNexis, Westlaw
Education
Thomas M. Cooley Law School 2006 — 2009
J.D., Constitutional Law and Civil Rights
State University of New York at Albany 2002 — 2005
B.A., Public Policy
NJ Department of Health December 2013 - Present
Superior Court of New Jersey, Mercer Vicinage, Criminal Division April 2012 - August 2013
Superior Court of New Jersey, Mercer Vicinage, Criminal Division September 2011 - April 2012
Law Office of Charles J. Casale, Jr., P.A. April 2010 - August 2011
Almasy & Almasy, LLC May 2009 - August 2009
Fulton Financial Advisors August 2005 - August 2006
Skills
Legal Research, Legal Writing, Constitutional Law, Motions, Lexis, Mediation, Criminal Law, Appeals, Administrative Law, Courts, LexisNexis, Westlaw
Education
Thomas M. Cooley Law School 2006 — 2009
J.D., Constitutional Law and Civil Rights
State University of New York at Albany 2002 — 2005
B.A., Public Policy
Charles Steven Brennaman Charles Steven Brennaman's Fulton Financial Advisors Experience June 2004 - July 2007
Job Vice President and Senior Portfolio Manager at Central Trust & Investment Company
Industry Investment Management
Experience
Central Trust & Investment Company December 2013 - Present
CS Brennaman Consulting August 2007 - December 2013
NBT Bancorp October 2010 - December 2011
TEAM Financial Asset Management, LLC December 2008 - September 2010
Fulton Financial Advisors June 2004 - July 2007
Ameriprise Asset Management (formerly American Express Financial Advisors & IDS) September 2000 - January 2004
BB&T Asset Management Group June 1995 - September 2000
U.S. Army 1978 - 1995
U.S. Army 1978 - 1995
U.S. Army 1978 - 1995
Skills
Coaching and Mentoring, Problem Solving and..., Portfolio Design, Organizational..., Organizational..., Portfolio Construction, Strategic Planning, Capital Budgeting, Risk Management, Process Improvement, Management Due Diligence, Product Analysis and..., Global Tactical Asset..., TQM, Portfolio Management, Process Management, Project Management, Problem Solving, Portfolio Optimization, Strategic Financial..., Asset Managment, Investment Strategies, Mutual Funds, Wealth Management, Asset Allocation, Investments, Asset Management, Management, Leadership, Banking, Strategy, Finance, Business Planning, Retirement Planning, Equities, Budgets, Leadership Development, Team Building, Financial Advisory, Executive Management, Business Strategy, Investment Advisory, CRM, Securities, Due Diligence, Financial Risk, Financial Analysis, Forecasting, Series 63, Financial Services
Education
Troy University
MS
Mercer University
BA
U.S. Army Command and General Staff College
Professional
Central Trust & Investment Company December 2013 - Present
CS Brennaman Consulting August 2007 - December 2013
NBT Bancorp October 2010 - December 2011
TEAM Financial Asset Management, LLC December 2008 - September 2010
Fulton Financial Advisors June 2004 - July 2007
Ameriprise Asset Management (formerly American Express Financial Advisors & IDS) September 2000 - January 2004
BB&T Asset Management Group June 1995 - September 2000
U.S. Army 1978 - 1995
U.S. Army 1978 - 1995
U.S. Army 1978 - 1995
Skills
Coaching and Mentoring, Problem Solving and..., Portfolio Design, Organizational..., Organizational..., Portfolio Construction, Strategic Planning, Capital Budgeting, Risk Management, Process Improvement, Management Due Diligence, Product Analysis and..., Global Tactical Asset..., TQM, Portfolio Management, Process Management, Project Management, Problem Solving, Portfolio Optimization, Strategic Financial..., Asset Managment, Investment Strategies, Mutual Funds, Wealth Management, Asset Allocation, Investments, Asset Management, Management, Leadership, Banking, Strategy, Finance, Business Planning, Retirement Planning, Equities, Budgets, Leadership Development, Team Building, Financial Advisory, Executive Management, Business Strategy, Investment Advisory, CRM, Securities, Due Diligence, Financial Risk, Financial Analysis, Forecasting, Series 63, Financial Services
Education
Troy University
MS
Mercer University
BA
U.S. Army Command and General Staff College
Professional
Kevin Tehan Kevin Tehan's Fulton Financial Advisors Experience February 2013 - July 2014
Job Vice President at Columbia National Real Estate Finance, LLC
Industry Real Estate
Experience
Columbia National Real Estate Finance, LLC July 2014 - Present
Fulton Financial Advisors February 2013 - July 2014
Education
The John Carroll School
Towson University
Business
Columbia National Real Estate Finance, LLC July 2014 - Present
Fulton Financial Advisors February 2013 - July 2014
Education
The John Carroll School
Towson University
Business
Craig Portner Craig Portner's Fulton Financial Advisors Experience November 2001 - July 2003
Job Senior Vice President Commercial Loan Officer at Union Community Bank
Industry Banking
Experience
Union Community Bank July 2003 - Present
Fulton Financial Advisors November 2001 - July 2003
Skills
Loans, Commercial Lending, Mergers & Acquisitions, Consumer Lending, Credit, Loan Origination, Banking, Lines Of Credit, Small Business, Investments, Portfolio Management, Retail Banking, Financial Analysis, Construction Loans, Mortgage Lending, Commercial Banking, Small Business Lending, Commercial Real Estate, Management
Education
HACC, Central Pennsylvania's Community College 2000 — 2002
Associate's, Business Management
Union Community Bank July 2003 - Present
Fulton Financial Advisors November 2001 - July 2003
Skills
Loans, Commercial Lending, Mergers & Acquisitions, Consumer Lending, Credit, Loan Origination, Banking, Lines Of Credit, Small Business, Investments, Portfolio Management, Retail Banking, Financial Analysis, Construction Loans, Mortgage Lending, Commercial Banking, Small Business Lending, Commercial Real Estate, Management
Education
HACC, Central Pennsylvania's Community College 2000 — 2002
Associate's, Business Management
Kimberly Kosky Kimberly Kosky's Fulton Financial Advisors Experience May 2010 - Present
Job Account Administrator II at Fulton Financial Advisors
Industry Financial Services
Experience
Fulton Financial Advisors May 2010 - Present
Fulton Financial Advisors August 2005 - May 2010
ABB 1990 - 1998
Skills
Budgets, Microsoft Office, Strategic Planning
Education
Central Connecticut State University
Windsor High School, Windsor, CT
Fulton Financial Advisors May 2010 - Present
Fulton Financial Advisors August 2005 - May 2010
ABB 1990 - 1998
Skills
Budgets, Microsoft Office, Strategic Planning
Education
Central Connecticut State University
Windsor High School, Windsor, CT
Jennifer Schwebel Jennifer Schwebel's Fulton Financial Advisors Experience 2013 - Present
Job VP/Operations Manager at Fulton Financial Advisors
Industry Banking
Experience
Fulton Financial Advisors 2013 - Present
Skills
Loans, Commercial Banking, Consumer Lending, Customer Service, Commercial Lending, Banking, Credit, Small Business Lending, Small Business, Underwriting, Finance, Leadership, Mortgage Lending, Management, Project Management
Education
Clarion University of Pennsylvania
Fulton Financial Advisors 2013 - Present
Skills
Loans, Commercial Banking, Consumer Lending, Customer Service, Commercial Lending, Banking, Credit, Small Business Lending, Small Business, Underwriting, Finance, Leadership, Mortgage Lending, Management, Project Management
Education
Clarion University of Pennsylvania
Ben Atwater Ben Atwater's Fulton Financial Advisors Experience May 2000 - July 2004
Job Partner at Atwater Malick, LLC
Industry Investment Management
Experience
Atwater Malick, LLC September 2007 - Present
BNY Mellon Wealth Management July 2004 - September 2008
Fulton Financial Advisors May 2000 - July 2004
Skills
Wealth Management, Estate Planning, Asset Allocation, Investments, Mutual Funds, Retirement Planning, Strategic Financial..., Equities, 401k, Financial Services, Securities, Portfolio Management, Finance, Asset Management, Hedge Funds, Investment Strategies, Alternative Investments
Education
Lebanon Valley College 2000 — 2003
MBA, Business Administration
Miami University 1996 — 2000
Bachelor of Science (BS), Finance, General
Atwater Malick, LLC September 2007 - Present
BNY Mellon Wealth Management July 2004 - September 2008
Fulton Financial Advisors May 2000 - July 2004
Skills
Wealth Management, Estate Planning, Asset Allocation, Investments, Mutual Funds, Retirement Planning, Strategic Financial..., Equities, 401k, Financial Services, Securities, Portfolio Management, Finance, Asset Management, Hedge Funds, Investment Strategies, Alternative Investments
Education
Lebanon Valley College 2000 — 2003
MBA, Business Administration
Miami University 1996 — 2000
Bachelor of Science (BS), Finance, General
Nicole E. Matthews Nicole E. Matthews's Fulton Financial Advisors Experience July 2003 - September 2006
Job 'The Real Queen of All Media': Online, TV, Radio, Print, Advertising & Marketing
Industry Broadcast Media
Experience
KSAZ-TV FOX 10 June 2010 - June 2012
Internet Broadcasting/FOX5 November 2007 - March 2010
The Yuma Sun (Freedom Communications) October 2006 - November 2007
Fulton Financial Advisors July 2003 - September 2006
Stardust Entertainment and Events October 2002 - September 2006
Marketing Franchise firm IdeaFarm October 2002 - June 2003
The Ball Group December 2000 - January 2002
WLAN-FM (Clear Channel) November 1999 - October 2000
WARM-FM September 1996 - November 1999
Skills
Television, Market Research, Spanish, Broadcast, Writing, Editing, Radio, Newspaper, Stories, Storytelling, Social Media Marketing, Facebook, Copy Editing, Producing, Avid, Radio Broadcasting
Education
Indiana University of Pennsylvania 2010 — 2010
BS, Communications/Media
Manheim Township High School
Diploma, College Prep
KSAZ-TV FOX 10 June 2010 - June 2012
Internet Broadcasting/FOX5 November 2007 - March 2010
The Yuma Sun (Freedom Communications) October 2006 - November 2007
Fulton Financial Advisors July 2003 - September 2006
Stardust Entertainment and Events October 2002 - September 2006
Marketing Franchise firm IdeaFarm October 2002 - June 2003
The Ball Group December 2000 - January 2002
WLAN-FM (Clear Channel) November 1999 - October 2000
WARM-FM September 1996 - November 1999
Skills
Television, Market Research, Spanish, Broadcast, Writing, Editing, Radio, Newspaper, Stories, Storytelling, Social Media Marketing, Facebook, Copy Editing, Producing, Avid, Radio Broadcasting
Education
Indiana University of Pennsylvania 2010 — 2010
BS, Communications/Media
Manheim Township High School
Diploma, College Prep
James Wohlsen James Wohlsen's Fulton Financial Advisors Experience June 2006 - January 2013
Job Retired
Industry Financial Services
Experience
Self-employed January 2013 - Present
Fulton Financial Advisors June 2006 - January 2013
Sterling Financial Trust Company March 1994 - June 2006
Fulton Bank June 1984 - June 2006
Greenfield Court Club April 1980 - April 1984
Housing Development Corporation January 1978 - April 1980
United States Air Force June 1974 - November 1977
Skills
Retirement, Mutual Funds, Financial Services, Wealth Management, Investments, Asset Management, Portfolio Management, Banking
Education
Wharton School, University of Pennsylvania 1989 — 1992
CEBS - Certified Employee Benefits Specialist, Retirement Plans
Gettysburg College 1970 — 1974
Bachelor of Arts (B.A.), History & Political Science
Self-employed January 2013 - Present
Fulton Financial Advisors June 2006 - January 2013
Sterling Financial Trust Company March 1994 - June 2006
Fulton Bank June 1984 - June 2006
Greenfield Court Club April 1980 - April 1984
Housing Development Corporation January 1978 - April 1980
United States Air Force June 1974 - November 1977
Skills
Retirement, Mutual Funds, Financial Services, Wealth Management, Investments, Asset Management, Portfolio Management, Banking
Education
Wharton School, University of Pennsylvania 1989 — 1992
CEBS - Certified Employee Benefits Specialist, Retirement Plans
Gettysburg College 1970 — 1974
Bachelor of Arts (B.A.), History & Political Science
Richard Ashby Richard Ashby's Fulton Financial Advisors Experience 1978 - 2008
Job President at Lancaster Red Rose Chorus
Industry Financial Services
Experience
Lancaster Red Rose Chorus January 2014 - Present
Barbershop Harmony Society 2010 - 2014
Fulton Bank April 2008 - 2014
Fulton Financial Advisors 1978 - 2008
Fulton Financial Corporation 1978 - 2008
Skills
Leadership Development, Organizational Dynamics, Banking, Executive Management, Strategic Planning, Public Speaking, Budgeting, Change Management, Coaching, Team Building, Management Consulting, Investments, Risk Management, Portfolio Management, Customer Relations, Customer Service, Marketing Strategy, Negotiation, Wealth Management, Financial Services, Leadership, Mergers & Acquisitions, Management, Nonprofits, Fundraising, Business Strategy, Small Business, Finance, Budgets, Process Improvement, Business Planning, Training, Financial Analysis
Education
Columbia University in the City of New York 1982 — 1983
Graduate School of Banking and Finance
Northwestern University 1976 — 1979
National Graduate Trust School
The Ohio State University Moritz College of Law 1966 — 1969
JD, law
Wittenberg University 1962 — 1966
AB, History and Political Science
Lancaster Red Rose Chorus January 2014 - Present
Barbershop Harmony Society 2010 - 2014
Fulton Bank April 2008 - 2014
Fulton Financial Advisors 1978 - 2008
Fulton Financial Corporation 1978 - 2008
Skills
Leadership Development, Organizational Dynamics, Banking, Executive Management, Strategic Planning, Public Speaking, Budgeting, Change Management, Coaching, Team Building, Management Consulting, Investments, Risk Management, Portfolio Management, Customer Relations, Customer Service, Marketing Strategy, Negotiation, Wealth Management, Financial Services, Leadership, Mergers & Acquisitions, Management, Nonprofits, Fundraising, Business Strategy, Small Business, Finance, Budgets, Process Improvement, Business Planning, Training, Financial Analysis
Education
Columbia University in the City of New York 1982 — 1983
Graduate School of Banking and Finance
Northwestern University 1976 — 1979
National Graduate Trust School
The Ohio State University Moritz College of Law 1966 — 1969
JD, law
Wittenberg University 1962 — 1966
AB, History and Political Science
Terra Decker Terra Decker's Fulton Financial Advisors Experience September 2004 - October 2006
Job AVP, BSA Officer Kish Bank
Industry Banking
Experience
Kish Bank October 2006 - Present
Fulton Financial Advisors September 2004 - October 2006
M&T Bank January 2000 - September 2004
Sovereign Bank September 1999 - August 2000
Sun Bank August 1995 - September 1999
Skills
Banking, Retail Banking, Risk Management, Financial Services, AML, Branch Management, Customer Service, Fraud, Investments, Team Building, Bank Secrecy Act, Sales, Cross Selling, OFAC, Microsoft Word, PowerPoint, Microsoft Excel, KYC, Loans, Financial Risk, Anti Money Laundering
Education
Lycoming College 1992 — 1996
Bachelor of Arts (BA), Economics
Kish Bank October 2006 - Present
Fulton Financial Advisors September 2004 - October 2006
M&T Bank January 2000 - September 2004
Sovereign Bank September 1999 - August 2000
Sun Bank August 1995 - September 1999
Skills
Banking, Retail Banking, Risk Management, Financial Services, AML, Branch Management, Customer Service, Fraud, Investments, Team Building, Bank Secrecy Act, Sales, Cross Selling, OFAC, Microsoft Word, PowerPoint, Microsoft Excel, KYC, Loans, Financial Risk, Anti Money Laundering
Education
Lycoming College 1992 — 1996
Bachelor of Arts (BA), Economics
Douglas MacCormack Douglas MacCormack's Fulton Financial Advisors Experience 2009 - Present
Job Vice President/Financial Advisor at Fulton Financial Advisors
Industry Financial Services
Experience
Fulton Financial Advisors 2009 - Present
Wachovia Securities 2006 - 2009
PNC 2005 - 2006
Skills
Estate Planning, Retirement Planning, Series 7, Series 66, Life & Health Insurance...
Education
Lebanon Valley College 2000 — 2004
Bachelor’s Degree, Business Administration and Management, General
Lawrence Academy 1998 — 2000
High School
Fulton Financial Advisors 2009 - Present
Wachovia Securities 2006 - 2009
PNC 2005 - 2006
Skills
Estate Planning, Retirement Planning, Series 7, Series 66, Life & Health Insurance...
Education
Lebanon Valley College 2000 — 2004
Bachelor’s Degree, Business Administration and Management, General
Lawrence Academy 1998 — 2000
High School
Zachary Trunk's Fulton Financial Advisors Experience June 2014 - August 2014
Job Summer Intern at Financial Strategy Network, LLC
Industry Financial Services
Experience
Financial Strategy Network, LLC June 2015 - Present
Fulton Financial Advisors June 2014 - August 2014
Tropical Smoothie Café March 2011 - August 2013
Skills
Microsoft Office
Education
University of Illinois at Urbana-Champaign 2012 — 2016
Bachelor's Degree, Finance, General
WU (Vienna University of Economics and Business)
Finance, General
Manheim Township High School 2009 — 2012
Financial Strategy Network, LLC June 2015 - Present
Fulton Financial Advisors June 2014 - August 2014
Tropical Smoothie Café March 2011 - August 2013
Skills
Microsoft Office
Education
University of Illinois at Urbana-Champaign 2012 — 2016
Bachelor's Degree, Finance, General
WU (Vienna University of Economics and Business)
Finance, General
Manheim Township High School 2009 — 2012
Brett Walther's Fulton Financial Advisors Experience April 2008 - December 2010
Job National Team Sales Manager at STX
Industry Sporting Goods
Experience
STX December 2013 - Present
STX April 2012 - November 2013
Fulton Financial Corporation December 2010 - April 2012
Fulton Financial Advisors April 2008 - December 2010
Skills
Account Management, Cross-functional Team..., Event Planning, Equities, Leadership, Financial Services, Finance, Loans, Marketing, Marketing Strategy, Mutual Funds, Negotiation, Sales Operations, Process Improvement, Sports, Sports Marketing, Customer Service, Sales, Social Media, Strategic Planning
Education
Syracuse University - Martin J. Whitman School of Management 1999 — 2003
BS, Finance and Marketing
Malvern Prep 1996 — 1999
STX December 2013 - Present
STX April 2012 - November 2013
Fulton Financial Corporation December 2010 - April 2012
Fulton Financial Advisors April 2008 - December 2010
Skills
Account Management, Cross-functional Team..., Event Planning, Equities, Leadership, Financial Services, Finance, Loans, Marketing, Marketing Strategy, Mutual Funds, Negotiation, Sales Operations, Process Improvement, Sports, Sports Marketing, Customer Service, Sales, Social Media, Strategic Planning
Education
Syracuse University - Martin J. Whitman School of Management 1999 — 2003
BS, Finance and Marketing
Malvern Prep 1996 — 1999
Christopher Pedigo Christopher Pedigo's Fulton Financial Advisors Experience January 2015 - Present
Job Vice President/Financial Advisor
Industry Financial Services
Experience
Fulton Financial Advisors January 2015 - Present
Wells Fargo October 2014 - January 2015
Huntington Investment Company July 2011 - September 2014
Skills
Series 7, Series 66, Life and Health..., Asset Allocation, Retirement Planning, Wealth Management, Investments, Finance
Education
Old Dominion University 2000 — 2005
Bachelor's degree, Communication and Media Studies
Fulton Financial Advisors January 2015 - Present
Wells Fargo October 2014 - January 2015
Huntington Investment Company July 2011 - September 2014
Skills
Series 7, Series 66, Life and Health..., Asset Allocation, Retirement Planning, Wealth Management, Investments, Finance
Education
Old Dominion University 2000 — 2005
Bachelor's degree, Communication and Media Studies
Nikki Cibelli Nikki Cibelli's Fulton Financial Advisors Experience August 2008 - February 2013
Job Financial Consultant Associate at PNC Investments
Industry Financial Services
Experience
PNC Investments February 2013 - Present
Fulton Financial Advisors August 2008 - February 2013
Tre Famiglia Restaurant September 2005 - December 2010
The Bank April 2006 - August 2008
CVS Caremark Corporation June 2004 - December 2007
Education
Rutgers, The State University of New Jersey-Camden 2011 — 2014
Finance, General
Gloucester County College 2007 — 2011
Associate of Science (A.S.), Business Administration
Clearview Regional High School 2002 — 2006
PNC Investments February 2013 - Present
Fulton Financial Advisors August 2008 - February 2013
Tre Famiglia Restaurant September 2005 - December 2010
The Bank April 2006 - August 2008
CVS Caremark Corporation June 2004 - December 2007
Education
Rutgers, The State University of New Jersey-Camden 2011 — 2014
Finance, General
Gloucester County College 2007 — 2011
Associate of Science (A.S.), Business Administration
Clearview Regional High School 2002 — 2006
Amy (Rutt) Martin Amy (Rutt) Martin's Fulton Financial Advisors Experience December 2014 - Present
Job Registered Sales Assistant at Fulton Financial Advisors
Industry Financial Services
Experience
Fulton Financial Advisors December 2014 - Present
Ephrata National Bank April 2010 - July 2014
Edward Jones 2008 - 2010
Skills
Customer Service, Event Planning, Series 7, Mutual Funds, Office Administration, Customer Satisfaction, Retail Banking, Building Relationships, Employee Relations, Consumer Lending, Sales, Financial Services, Investments, Wealth Management
Education
Shippensburg University of Pennsylvania 2003 — 2007
Communications/Journalism, Public Relations, Advertising, and Applied Communication
Central Pennsylvania College 2003 — 2003
Paralegal
Fulton Financial Advisors December 2014 - Present
Ephrata National Bank April 2010 - July 2014
Edward Jones 2008 - 2010
Skills
Customer Service, Event Planning, Series 7, Mutual Funds, Office Administration, Customer Satisfaction, Retail Banking, Building Relationships, Employee Relations, Consumer Lending, Sales, Financial Services, Investments, Wealth Management
Education
Shippensburg University of Pennsylvania 2003 — 2007
Communications/Journalism, Public Relations, Advertising, and Applied Communication
Central Pennsylvania College 2003 — 2003
Paralegal
John Panas, CTFA John Panas, CTFA's Fulton Financial Advisors Experience November 2006 - August 2008
Job Portfolio Manager at Private Trust Company
Industry Investment Management
Experience
Private Trust Company August 2012 - Present
Private Trust Company March 2011 - August 2012
Fulton Financial Advisors/Clermont Wealth Strategies August 2008 - March 2011
Fulton Financial Advisors November 2006 - August 2008
Fulton Bank August 2005 - November 2006
Skills
Portfolio Management, Wealth Management, Investments, Alternative Investments, Asset Allocation, Banking, Asset Management, CRM, Due Diligence, Financial Advisory, Financial Analysis, Investment Advisory, Investment Management, Investment Strategies, Mutual Funds, Strategy, Wealth Management...
Education
Penn State University 2001 — 2005
Bachelor of Science, Finance, Minor in Economics
Private Trust Company August 2012 - Present
Private Trust Company March 2011 - August 2012
Fulton Financial Advisors/Clermont Wealth Strategies August 2008 - March 2011
Fulton Financial Advisors November 2006 - August 2008
Fulton Bank August 2005 - November 2006
Skills
Portfolio Management, Wealth Management, Investments, Alternative Investments, Asset Allocation, Banking, Asset Management, CRM, Due Diligence, Financial Advisory, Financial Analysis, Investment Advisory, Investment Management, Investment Strategies, Mutual Funds, Strategy, Wealth Management...
Education
Penn State University 2001 — 2005
Bachelor of Science, Finance, Minor in Economics
Raymond Kraft Raymond Kraft's Fulton Financial Advisors Experience December 2005 - March 2008
Job Financial Consultant at WiseKraft Solutions LLC
Industry Financial Services
Experience
WiseKraft Solutions LLC March 2008 - Present
Fulton Financial Advisors December 2005 - March 2008
SunTrust Bank February 1995 - December 2005
Skills
Portfolio Management, Management, Financial Analysis, Investments, Customer Service, Marketing Strategy
Education
University of Maryland Baltimore 1977 — 1989
Bachelor of Science (BS), Business Administration, Management and Operations
WiseKraft Solutions LLC March 2008 - Present
Fulton Financial Advisors December 2005 - March 2008
SunTrust Bank February 1995 - December 2005
Skills
Portfolio Management, Management, Financial Analysis, Investments, Customer Service, Marketing Strategy
Education
University of Maryland Baltimore 1977 — 1989
Bachelor of Science (BS), Business Administration, Management and Operations
Chris Ginder, CFA®'s Fulton Financial Advisors Experience January 2006 - September 2007
Job VP/Portfolio Manager at Kuntz Lesher Capital
Industry Investment Management
Experience
Kuntz Lesher Capital LLC August 2008 - Present
Fulton Financial Advisors/Clermont Wealth Strategies September 2007 - August 2008
Fulton Financial Advisors January 2006 - September 2007
Fulton Financial Corporation July 2004 - January 2006
Fulton Mortgage Company (Div. of Fulton Financial Corporation) October 2002 - July 2004
Skills
Portfolio Management, Asset Allocation, Mutual Funds, Investments, Wealth Management, Finance, Loans, Commercial Banking, Banking
Education
University of Pittsburgh 1997 — 2002
BSBA, Finance
Kuntz Lesher Capital LLC August 2008 - Present
Fulton Financial Advisors/Clermont Wealth Strategies September 2007 - August 2008
Fulton Financial Advisors January 2006 - September 2007
Fulton Financial Corporation July 2004 - January 2006
Fulton Mortgage Company (Div. of Fulton Financial Corporation) October 2002 - July 2004
Skills
Portfolio Management, Asset Allocation, Mutual Funds, Investments, Wealth Management, Finance, Loans, Commercial Banking, Banking
Education
University of Pittsburgh 1997 — 2002
BSBA, Finance
Ted Staruch Ted Staruch's Fulton Financial Advisors Experience November 2008 - January 2009
Job Credit Analyst at Santander Bank
Industry Financial Services
Experience
Santander Bank, N.A. November 2013 - Present
Metro Bank May 2012 - October 2013
Metro Bank July 2011 - May 2012
Fulton Financial Advisors November 2008 - January 2009
The Bill Gladstone Group of NAI CIR May 2008 - August 2008
Skills
Accounting, Loans, Financial Analysis, Marketing, Marketing Strategy, Negotiation, Social Media, Customer Service, Microsoft Excel, Credit, Investments, Sales, Credit Analysis, Budgets, Banking, Commercial Lending, Management
Education
Indiana University of Pennsylvania 2010 — 2010
MBA
Millersville University of Pennsylvania 2007 — 2009
BS, Business Administration: Finance
Santander Bank, N.A. November 2013 - Present
Metro Bank May 2012 - October 2013
Metro Bank July 2011 - May 2012
Fulton Financial Advisors November 2008 - January 2009
The Bill Gladstone Group of NAI CIR May 2008 - August 2008
Skills
Accounting, Loans, Financial Analysis, Marketing, Marketing Strategy, Negotiation, Social Media, Customer Service, Microsoft Excel, Credit, Investments, Sales, Credit Analysis, Budgets, Banking, Commercial Lending, Management
Education
Indiana University of Pennsylvania 2010 — 2010
MBA
Millersville University of Pennsylvania 2007 — 2009
BS, Business Administration: Finance
Angie Schadt's Fulton Financial Advisors Experience August 2011 - Present
Job VP, Product Implementation and Process Manager at Fulton Financial Advisors
Industry Financial Services
Experience
Fulton Financial Advisors August 2011 - Present
Fulton Financial Advisors November 1998 - August 2011
Skills
Asset Allocation, Portfolio Management, Mutual Funds, Asset Management, Wealth Management, Management, Investments, Risk Management, Financial Services, Securities, Equities, Banking, Financial Planning, Strategy
Education
Bloomsburg University of Pennsylvania 1992 — 1996
BS, Finance
Fulton Financial Advisors August 2011 - Present
Fulton Financial Advisors November 1998 - August 2011
Skills
Asset Allocation, Portfolio Management, Mutual Funds, Asset Management, Wealth Management, Management, Investments, Risk Management, Financial Services, Securities, Equities, Banking, Financial Planning, Strategy
Education
Bloomsburg University of Pennsylvania 1992 — 1996
BS, Finance
Diane Bragg's Fulton Financial Advisors Experience August 1998 - July 2012
Job Retirement Plan Administrator at Valley Forge Financial
Industry Banking
Experience
Valley Forge Financial September 2012 - Present
Fulton Financial Advisors August 1998 - July 2012
Pension Benefits, Inc. August 1991 - July 1998
Education
University of Scranton 1983 — 1987
Bachelor's degree, Psychology and Business Adminstration
Valley Forge Financial September 2012 - Present
Fulton Financial Advisors August 1998 - July 2012
Pension Benefits, Inc. August 1991 - July 1998
Education
University of Scranton 1983 — 1987
Bachelor's degree, Psychology and Business Adminstration
Jill Garland's Fulton Financial Advisors Experience April 2004 - 2005
Job MBA, PMP, ITILF
Industry Information Technology and Services
Experience
Ahold USA 2009 - January 2015
Shippensburg University 2007 - 2009
Parsons September 2005 - November 2006
Fulton Financial Advisors April 2004 - 2005
Fulton Financial Corporation October 2001 - October 2004
Skills
Process Improvement, Software Documentation, Change Management, Vendor Management, Analysis, Project Management, Windows, Microsoft Office, Microsoft Excel, Training, IT Service Management, SDLC, Management, Team Leadership, Service Delivery..., Information Management, Vendor Management Skills, Banking, Risk Management, Outlook, Access, ITIL Certified, Project Planning, ITIL, Project Portfolio..., Cross-functional Team..., Information Technology, Service Delivery, IT Operations, Troubleshooting, IT Strategy, Incident Management, Budget Management, Team Motivation, Continuous Improvement, Business Strategy, Business Process...
Education
Shippensburg University of Pennsylvania 2008 — 2010
Graduate, MBA
Elizabethtown College
BSBA
Hagerstown Business College
AAS, Bus. Admin.
Hagerstown Business College
AAS, Information Technology
Ahold USA 2009 - January 2015
Shippensburg University 2007 - 2009
Parsons September 2005 - November 2006
Fulton Financial Advisors April 2004 - 2005
Fulton Financial Corporation October 2001 - October 2004
Skills
Process Improvement, Software Documentation, Change Management, Vendor Management, Analysis, Project Management, Windows, Microsoft Office, Microsoft Excel, Training, IT Service Management, SDLC, Management, Team Leadership, Service Delivery..., Information Management, Vendor Management Skills, Banking, Risk Management, Outlook, Access, ITIL Certified, Project Planning, ITIL, Project Portfolio..., Cross-functional Team..., Information Technology, Service Delivery, IT Operations, Troubleshooting, IT Strategy, Incident Management, Budget Management, Team Motivation, Continuous Improvement, Business Strategy, Business Process...
Education
Shippensburg University of Pennsylvania 2008 — 2010
Graduate, MBA
Elizabethtown College
BSBA
Hagerstown Business College
AAS, Bus. Admin.
Hagerstown Business College
AAS, Information Technology
Diane Hitzemann's Fulton Financial Advisors Experience October 2001 - November 2002
Job Mediator & Collaborative Lawyer
Industry Law Practice
Experience
Diane D. Hitzemann, Esquire January 2003 - Present
Fulton Financial Advisors October 2001 - November 2002
Manchester, Inc. December 2000 - October 2001
Keystone Financial December 1992 - October 2000
First Trust; First Bank System November 1985 - December 1992
Skills
Mediation, Collaborative Law, Custody, Divorce, Estate Planning, Family Law, Financial Services, Wills, Collaborative Practice, Dispute Resolution, Alternative Dispute..., Trusts, Legal Issues, Hearings, Courts, Guardianship, Prenuptial Agreements, Domestic Relations
Education
William Mitchell College of Law 1981 — 1985
Juris Doctor cum laude
St. Olaf College 1966 — 1971
Bachelor of Arts, Social Psychology
Hayfield High School 1961 — 1966
H.S.
Diane D. Hitzemann, Esquire January 2003 - Present
Fulton Financial Advisors October 2001 - November 2002
Manchester, Inc. December 2000 - October 2001
Keystone Financial December 1992 - October 2000
First Trust; First Bank System November 1985 - December 1992
Skills
Mediation, Collaborative Law, Custody, Divorce, Estate Planning, Family Law, Financial Services, Wills, Collaborative Practice, Dispute Resolution, Alternative Dispute..., Trusts, Legal Issues, Hearings, Courts, Guardianship, Prenuptial Agreements, Domestic Relations
Education
William Mitchell College of Law 1981 — 1985
Juris Doctor cum laude
St. Olaf College 1966 — 1971
Bachelor of Arts, Social Psychology
Hayfield High School 1961 — 1966
H.S.
Donna Miltenberger's Fulton Financial Advisors Experience December 2003 - November 2010
Job Chief Operating Officer and Chief Compliance Officer at FMA Advisory Inc
Industry Financial Services
Experience
D January 2015 - Present
Sageworth Trust Company September 2011 - March 2012
TEAM Financial Managers November 2010 - September 2011
Fulton Financial Advisors December 2003 - November 2010
Fulton Financial Advisors December 2003 - November 2008
FMA Advisory Inc September 1997 - December 2003
Wachovia, A Wells Fargo Company 1989 - 1997
Skills
Investments, Portfolio Management, Securities, Financial Services, Asset Allocation, Mutual Funds, Banking, Financial Planning, Wealth Management, Retirement Planning, Asset Management
Education
Elizabethtown College
BS, Accounting
D January 2015 - Present
Sageworth Trust Company September 2011 - March 2012
TEAM Financial Managers November 2010 - September 2011
Fulton Financial Advisors December 2003 - November 2010
Fulton Financial Advisors December 2003 - November 2008
FMA Advisory Inc September 1997 - December 2003
Wachovia, A Wells Fargo Company 1989 - 1997
Skills
Investments, Portfolio Management, Securities, Financial Services, Asset Allocation, Mutual Funds, Banking, Financial Planning, Wealth Management, Retirement Planning, Asset Management
Education
Elizabethtown College
BS, Accounting
Theodore Walden's Fulton Financial Advisors Experience December 2005 - Present
Job Portfolio Manager at Fulton Financial Advisors
Industry Investment Management
Experience
Fulton Financial Advisors December 2005 - Present
Old Point Trust & Financial Services November 2002 - November 2005
Skills
Investment Advisory, Portfolio Management, Retirement Planning, Asset Management, Wealth Management, Investment Strategies, Mutual Funds, Asset Allocation, Investments, Banking
Education
Old Dominion University 1989 — 1993
Fulton Financial Advisors December 2005 - Present
Old Point Trust & Financial Services November 2002 - November 2005
Skills
Investment Advisory, Portfolio Management, Retirement Planning, Asset Management, Wealth Management, Investment Strategies, Mutual Funds, Asset Allocation, Investments, Banking
Education
Old Dominion University 1989 — 1993
Melissa Wissler's Fulton Financial Advisors Experience August 1994 - December 2004
Job Vice President & Trust Officer at Susquehanna Trust & Investment Co.
Industry Financial Services
Experience
Susquehanna Trust & Investment Co. March 2012 - Present
Graystone Wealth Management May 2011 - February 2012
Security National Trust Company January 2005 - April 2011
Fulton Financial Advisors August 1994 - December 2004
Skills
High Net Worth..., Estate Planning, Wealth Management, Banking, Investments, Portfolio Management
Education
Lebanon Valley College 1994 — 2002
Bachelor of Science (BS), Business Administration and Management, General
Susquehanna Trust & Investment Co. March 2012 - Present
Graystone Wealth Management May 2011 - February 2012
Security National Trust Company January 2005 - April 2011
Fulton Financial Advisors August 1994 - December 2004
Skills
High Net Worth..., Estate Planning, Wealth Management, Banking, Investments, Portfolio Management
Education
Lebanon Valley College 1994 — 2002
Bachelor of Science (BS), Business Administration and Management, General
Alan L. Brayman's Fulton Financial Advisors Experience December 2006 - Present
Job Senior Vice President at Fulton Financial Advisors
Industry Banking
Experience
Fulton Financial Advisors December 2006 - Present
The Pfaltzgraff Co. 1998 - 2006
Susquehanna Communications 1998 - 2006
Susquehanna Radio Corp 1998 - 2006
Susquehanna Pfaltzgraff Co. 1997 - 2006
Education
University of Delaware 1969 — 1973
BS Business Administration, Finance and Economics
Shippensburg University of Pennsylvania
Masters, Business Administration
Fulton Financial Advisors December 2006 - Present
The Pfaltzgraff Co. 1998 - 2006
Susquehanna Communications 1998 - 2006
Susquehanna Radio Corp 1998 - 2006
Susquehanna Pfaltzgraff Co. 1997 - 2006
Education
University of Delaware 1969 — 1973
BS Business Administration, Finance and Economics
Shippensburg University of Pennsylvania
Masters, Business Administration
Kindra Liczbinski, CTP's Fulton Financial Advisors Experience October 2001 - January 2006
Job Treasury Manager at Checkpoint Systems
Industry Retail
Experience
Checkpoint Systems January 2008 - Present
Checkpoint Systems January 2008 - April 2011
Fulton Financial Advisors October 2001 - January 2006
The Bank January 1998 - October 2001
Skills
Sarbanes-Oxley Act, Financial Analysis, Forecasting, Internal Controls, Budgets, Financial Reporting, Accounting, Microsoft Excel, Tax, Corporate Finance, US GAAP, Mergers & Acquisitions, SAP, Treasury, Consolidation
Education
Rowan University 1998 — 2002
B.S. Finance
University of Delaware
Master of Business Administration (MBA), Finance, General
BS in Finance
Deptford Twp
Deptford Twp
Checkpoint Systems January 2008 - Present
Checkpoint Systems January 2008 - April 2011
Fulton Financial Advisors October 2001 - January 2006
The Bank January 1998 - October 2001
Skills
Sarbanes-Oxley Act, Financial Analysis, Forecasting, Internal Controls, Budgets, Financial Reporting, Accounting, Microsoft Excel, Tax, Corporate Finance, US GAAP, Mergers & Acquisitions, SAP, Treasury, Consolidation
Education
Rowan University 1998 — 2002
B.S. Finance
University of Delaware
Master of Business Administration (MBA), Finance, General
BS in Finance
Deptford Twp
Deptford Twp
Frank Clementi's Fulton Financial Advisors Experience June 2008 - Present
Job Vice President / Business Development
Industry Financial Services
Experience
Fulton Financial Advisors June 2008 - Present
Fulton Financial Corporation December 2001 - June 2008
Education
University of Scranton 1982 — 1986
B.S., Business Management & Finance
Paul VI High School 1978 — 1982
Fulton Financial Advisors June 2008 - Present
Fulton Financial Corporation December 2001 - June 2008
Education
University of Scranton 1982 — 1986
B.S., Business Management & Finance
Paul VI High School 1978 — 1982
Michelle McVey's Fulton Financial Advisors Experience 2008 - Present
Job SVP, Senior Investment Officer at Bryn Mawr Trust
Industry Investment Management
Experience
Bryn Mawr Trust February 2015 - Present
Fulton Financial Advisors 2008 - Present
Skills
Portfolio Management, Asset Management, Investments, Asset Allocation, Equities, Mutual Funds, Securities, Fixed Income, Investment Strategies, Investment Management, Trading, Due Diligence, Analysis, Accounting, New Business Development, High Net Worth..., Cash Flow, Funding, Customer Service, Tactical Asset..., Wealth Management, Relationship Management, Sales
Education
Keller Graduate School of Management, DeVry University 2005 — 2007
Master's, Accounting and Finance Management
Lock Haven University of Pennsylvania 1988 — 1992
Bachelor's degree, Education
Bryn Mawr Trust February 2015 - Present
Fulton Financial Advisors 2008 - Present
Skills
Portfolio Management, Asset Management, Investments, Asset Allocation, Equities, Mutual Funds, Securities, Fixed Income, Investment Strategies, Investment Management, Trading, Due Diligence, Analysis, Accounting, New Business Development, High Net Worth..., Cash Flow, Funding, Customer Service, Tactical Asset..., Wealth Management, Relationship Management, Sales
Education
Keller Graduate School of Management, DeVry University 2005 — 2007
Master's, Accounting and Finance Management
Lock Haven University of Pennsylvania 1988 — 1992
Bachelor's degree, Education
David Paxson's Fulton Financial Advisors Experience August 2013 - Present
Job Relationship Manager, Charities and Endowments at Fulton Financial Advisors
Industry Financial Services
Experience
Fulton Financial Advisors August 2013 - Present
Fulton Financial Advisors July 2004 - Present
Fulton Financial Corporation June 2003 - July 2004
General Electric Assurance January 2001 - January 2002
AG Information Systems May 2000 - September 2000
Skills
Start-ups, Commercial Lending, Business Planning, Asset Management, Strategic Financial..., Wealth Management, Public Speaking, Portfolio Management, Financial Services, Banking, Forecasting, Estate Planning, Management, Mutual Funds, Bonds, Risk Management, Fundraising, Retirement, Legal Research, Series 7, Nonprofits, Strategic Planning, Series 63, Asset Allocation, Investments, Leadership, Retirement Planning, Credit Analysis, Investment Advisory, Securities, Loans, Financial Analysis, Litigation, Finance
Education
Leadership Lancaster Class of 2013 2012 — 2013
Cannon Financial Instititue 2005 — 2008
Muhlenberg College 1997 — 2001
B.A., Economics, Entrepreneurial Studies
Hempfield High School 1993 — 1997
Fulton Financial Advisors August 2013 - Present
Fulton Financial Advisors July 2004 - Present
Fulton Financial Corporation June 2003 - July 2004
General Electric Assurance January 2001 - January 2002
AG Information Systems May 2000 - September 2000
Skills
Start-ups, Commercial Lending, Business Planning, Asset Management, Strategic Financial..., Wealth Management, Public Speaking, Portfolio Management, Financial Services, Banking, Forecasting, Estate Planning, Management, Mutual Funds, Bonds, Risk Management, Fundraising, Retirement, Legal Research, Series 7, Nonprofits, Strategic Planning, Series 63, Asset Allocation, Investments, Leadership, Retirement Planning, Credit Analysis, Investment Advisory, Securities, Loans, Financial Analysis, Litigation, Finance
Education
Leadership Lancaster Class of 2013 2012 — 2013
Cannon Financial Instititue 2005 — 2008
Muhlenberg College 1997 — 2001
B.A., Economics, Entrepreneurial Studies
Hempfield High School 1993 — 1997
James Dailey's Fulton Financial Advisors Experience May 1997 - September 1999
Job Managing Director Global Sales at Opturo Inc.
Industry Information Technology and Services
Experience
Opturo Inc. May 2015 - Present
Private Investor/Trader December 2013 - April 2015
TEAM Financial Managers September 1999 - December 2013
TEAM Financial Asset Management, LLC August 2009 - November 2013
Fulton Financial Advisors May 1997 - September 1999
Skills
Financial Analysis, Retirement Planning, Portfolio Management, Investment Management, Alternative Investments, Investment Strategies, Equities, Investments, Fixed Income, Strategic Financial..., Hedge Funds, Investment Advisory, Mutual Funds, Trading, Analysis, Financial Markets, Asset Allocation, Asset Management, Securities
Education
CFA Institute 2003 — 2003
CFA, Investments
Shippensburg University of Pennsylvania 1993 — 1997
BSBA, Finance
Opturo Inc. May 2015 - Present
Private Investor/Trader December 2013 - April 2015
TEAM Financial Managers September 1999 - December 2013
TEAM Financial Asset Management, LLC August 2009 - November 2013
Fulton Financial Advisors May 1997 - September 1999
Skills
Financial Analysis, Retirement Planning, Portfolio Management, Investment Management, Alternative Investments, Investment Strategies, Equities, Investments, Fixed Income, Strategic Financial..., Hedge Funds, Investment Advisory, Mutual Funds, Trading, Analysis, Financial Markets, Asset Allocation, Asset Management, Securities
Education
CFA Institute 2003 — 2003
CFA, Investments
Shippensburg University of Pennsylvania 1993 — 1997
BSBA, Finance
Lawrence Smith, CRSP's Fulton Financial Advisors Experience January 2006 - Present
Job VP, Relationship Manager Retirement Services
Industry Financial Services
Experience
Fulton Financial Advisors January 2006 - Present
PennRock Financial October 1998 - December 2005
BISYS Plan Services October 1994 - September 1998
Skills
Retirement Planning, Investments, Portfolio Management, 401k, ERISA, Retirement, Investment Advisory, Mutual Funds, Asset Management, Relationship Management, Asset Allocation, Financial Services, Fixed Annuities, Wealth Management
Education
University of Scranton
BS, Accounting
Fulton Financial Advisors January 2006 - Present
PennRock Financial October 1998 - December 2005
BISYS Plan Services October 1994 - September 1998
Skills
Retirement Planning, Investments, Portfolio Management, 401k, ERISA, Retirement, Investment Advisory, Mutual Funds, Asset Management, Relationship Management, Asset Allocation, Financial Services, Fixed Annuities, Wealth Management
Education
University of Scranton
BS, Accounting
Celeste Rau's Fulton Financial Advisors Experience December 1995 - Present
Job CFP®, Relationship Manager, Vice President at Fulton Financial Advisors
Industry Financial Services
Experience
Fulton Financial Advisors December 1995 - Present
Fulton Financial Advisors, N.A. 1995 - Present
CoreStates Bank, N.A. April 1987 - December 1995
Bank of Boston April 1985 - April 1987
First City Bancorp June 1982 - April 1985
Skills
Wealth Management, Asset Management, Banking, Financial Services, Portfolio Management, Mutual Funds, Asset Allocation, Retirement Planning, 401k, Investments, Series 63, Investment Advisory, Financial Analysis
Education
Drury University 1980 — 1982
Bachelor of Arts (B.A.), Economics
Fulton Financial Advisors December 1995 - Present
Fulton Financial Advisors, N.A. 1995 - Present
CoreStates Bank, N.A. April 1987 - December 1995
Bank of Boston April 1985 - April 1987
First City Bancorp June 1982 - April 1985
Skills
Wealth Management, Asset Management, Banking, Financial Services, Portfolio Management, Mutual Funds, Asset Allocation, Retirement Planning, 401k, Investments, Series 63, Investment Advisory, Financial Analysis
Education
Drury University 1980 — 1982
Bachelor of Arts (B.A.), Economics
Renee Moro's Fulton Financial Advisors Experience February 2007 - August 2009
Job Mortgage Loan Officer
Industry Financial Services
Experience
Fulton Mortgage Company August 2009 - Present
Fulton Financial Advisors February 2007 - August 2009
Fulton Financial Corporation January 2001 - February 2007
First Union National Bank June 1994 - November 2000
Education
Albright College 2008 — 2011
BS, Business Administration
Fulton Mortgage Company August 2009 - Present
Fulton Financial Advisors February 2007 - August 2009
Fulton Financial Corporation January 2001 - February 2007
First Union National Bank June 1994 - November 2000
Education
Albright College 2008 — 2011
BS, Business Administration
Joe Bruns's Fulton Financial Advisors Experience September 2009 - February 2012
Job Retirement Plan Consultant at The Standard
Industry Financial Services
Experience
The Standard March 2014 - Present
Manning & Napier Advisors February 2012 - March 2014
Fulton Financial Advisors September 2009 - February 2012
JPMorgan 2007 - 2009
T. Rowe Price January 2000 - March 2007
Skills
401k, Mutual Funds, Series 63, Series 7, Asset Allocation, Investment Strategies, Wealth Management, Strategic Financial..., Retirement, IRAs, Securities, Investment Advisory, ERISA, Asset Management, Investments, Uniform Combined State..., Pensions, Strategic Planning, Retirement Planning
Education
University of Maryland Baltimore County 1989 — 1992
BA, Economics
The Standard March 2014 - Present
Manning & Napier Advisors February 2012 - March 2014
Fulton Financial Advisors September 2009 - February 2012
JPMorgan 2007 - 2009
T. Rowe Price January 2000 - March 2007
Skills
401k, Mutual Funds, Series 63, Series 7, Asset Allocation, Investment Strategies, Wealth Management, Strategic Financial..., Retirement, IRAs, Securities, Investment Advisory, ERISA, Asset Management, Investments, Uniform Combined State..., Pensions, Strategic Planning, Retirement Planning
Education
University of Maryland Baltimore County 1989 — 1992
BA, Economics
Colleen Cranage's Fulton Financial Advisors Experience September 2012 - Present
Job Retirement Services, Plan Administrator at Fulton Financial Advisors/Clermont Wealth Strategies
Industry Accounting
Experience
Fulton Financial Advisors September 2012 - Present
Benetrends, Inc. June 2010 - March 2012
BPA, a BPAS Company (a subsidiary of Community Bank, NA) August 2009 - June 2010
Valley Forge Consulting Corporation 2004 - 2009
Valley Forge Pension Management June 1998 - July 2004
Skills
401k, Retirement, Plan Design, ERISA, Excel, Pensions, Microsoft Office, Retirement Planning, Qualified Retirement..., Profit Sharing, Microsoft Excel, Retirement Plan..., Asset Allocation, Mutual Funds, Defined Contribution, Pension Administration, Business Planning
Education
Gwynedd Mercy University 1980 — 1984
BS Business Administration, Accounting
Mount Saint Joseph Academy 1976 — 1980
High School Degree
St. Alphonsus
St. Alphonsus
St. Alphonsus
Fulton Financial Advisors September 2012 - Present
Benetrends, Inc. June 2010 - March 2012
BPA, a BPAS Company (a subsidiary of Community Bank, NA) August 2009 - June 2010
Valley Forge Consulting Corporation 2004 - 2009
Valley Forge Pension Management June 1998 - July 2004
Skills
401k, Retirement, Plan Design, ERISA, Excel, Pensions, Microsoft Office, Retirement Planning, Qualified Retirement..., Profit Sharing, Microsoft Excel, Retirement Plan..., Asset Allocation, Mutual Funds, Defined Contribution, Pension Administration, Business Planning
Education
Gwynedd Mercy University 1980 — 1984
BS Business Administration, Accounting
Mount Saint Joseph Academy 1976 — 1980
High School Degree
St. Alphonsus
St. Alphonsus
St. Alphonsus
Claudia Fisher's Fulton Financial Advisors Experience 2004 - 2004
Job Underwriter at PNC Bank
Industry Banking
Experience
PNC Bank January 2013 - Present
Susquehanna Bank May 2008 - January 2013
Fulton Bank 2007 - 2008
Fulton Bank 2005 - 2007
Fulton Financial Advisors 2004 - 2004
Eastern Mennonite Missions 1996 - 2001
Skills
Credit, Commercial Lending, Credit Analysis, Credit Risk, Financial Analysis, Banking, Commercial Banking, Consumer Lending, Lines Of Credit, Loan Origination, Loans, Mortgage Lending, Portfolio Management, Retail Banking, Risk Management, Small Business Lending, Underwriting
Education
Taylor University 2006 — 2007
MBA
Millersville University of Pennsylvania 2001 — 2003
B.S., Business Adminstration
PNC Bank January 2013 - Present
Susquehanna Bank May 2008 - January 2013
Fulton Bank 2007 - 2008
Fulton Bank 2005 - 2007
Fulton Financial Advisors 2004 - 2004
Eastern Mennonite Missions 1996 - 2001
Skills
Credit, Commercial Lending, Credit Analysis, Credit Risk, Financial Analysis, Banking, Commercial Banking, Consumer Lending, Lines Of Credit, Loan Origination, Loans, Mortgage Lending, Portfolio Management, Retail Banking, Risk Management, Small Business Lending, Underwriting
Education
Taylor University 2006 — 2007
MBA
Millersville University of Pennsylvania 2001 — 2003
B.S., Business Adminstration
Stuart Juppenlatz's Fulton Financial Advisors Experience Senior Corporate Trust Officer$
Job Senior Vice President at Fulton Financial Advisors
Industry Financial Services
Experience
Fulton Financial Advisors Senior Corporate Trust Officer$
Skills
Corporate Trust &..., Securities
Education
Susquehanna University 1981 — 1985
Bachelor of Arts (B.A.), Mathematics
Fulton Financial Advisors Senior Corporate Trust Officer$
Skills
Corporate Trust &..., Securities
Education
Susquehanna University 1981 — 1985
Bachelor of Arts (B.A.), Mathematics
Herbert Nix's Fulton Financial Advisors Experience February 2009 - Present
Job Vice President, Financial Advisor at Fulton Financial Advisors
Industry Financial Services
Experience
Fulton Financial Advisors February 2009 - Present
Wachovia Securities LLC May 2003 - February 2009
Merrill Lynch September 1996 - May 2003
Education
Elizabethtown College 1988 — 1992
BS, Finance and Economics
Fulton Financial Advisors February 2009 - Present
Wachovia Securities LLC May 2003 - February 2009
Merrill Lynch September 1996 - May 2003
Education
Elizabethtown College 1988 — 1992
BS, Finance and Economics
Susan Schupp's Fulton Financial Advisors Experience April 2004 - Present
Job Vice President at Fulton Financial Advisors
Industry Financial Services
Experience
Fulton Financial Advisors April 2004 - Present
Education
Moravian College 2000 — 2004
CFP Certification, Personal Finance
DeSales University 1994 — 1998
MBA, Finance and Accounting
Kutztown University of Pennsylvania 1980 — 1985
BA, Accounting
Fulton Financial Advisors April 2004 - Present
Education
Moravian College 2000 — 2004
CFP Certification, Personal Finance
DeSales University 1994 — 1998
MBA, Finance and Accounting
Kutztown University of Pennsylvania 1980 — 1985
BA, Accounting
Anna Rau's Fulton Financial Advisors Experience May 2008 - September 2008
Job Marketing and Sales Specialist
Industry Marketing and Advertising
Experience
Shangy's The Beer Authority November 2014 - Present
Dun & Bradstreet Credibility Corp. October 2014 - October 2014
Weyerbacher Brewing Company April 2014 - September 2014
Lafayette Ambassador Bank May 2009 - April 2014
Longswamp Tavern November 2011 - October 2013
Diccicco Battista Communications February 2011 - May 2011
MOD Worldwide September 2010 - December 2010
Bear Creek Mountain Resort and Conference Center October 2006 - January 2009
Fulton Financial Advisors May 2008 - September 2008
Skills
Social Networking, Illustrator, Social Media, Photoshop, InDesign, Adobe Creative Suite, PowerPoint, Social Media Marketing, Microsoft Office, Facebook, Banking, Customer Service, Brand Development, Invoicing, Sales, ShopKeep, Advertising, Microsoft Word, Marketing, Graphic Design, Microsoft Excel, Mac OS X, Craft Beer, MailChimp
Education
Temple University 2007 — 2011
Bachelor of Arts, Advertising, Art Direction
Shangy's The Beer Authority November 2014 - Present
Dun & Bradstreet Credibility Corp. October 2014 - October 2014
Weyerbacher Brewing Company April 2014 - September 2014
Lafayette Ambassador Bank May 2009 - April 2014
Longswamp Tavern November 2011 - October 2013
Diccicco Battista Communications February 2011 - May 2011
MOD Worldwide September 2010 - December 2010
Bear Creek Mountain Resort and Conference Center October 2006 - January 2009
Fulton Financial Advisors May 2008 - September 2008
Skills
Social Networking, Illustrator, Social Media, Photoshop, InDesign, Adobe Creative Suite, PowerPoint, Social Media Marketing, Microsoft Office, Facebook, Banking, Customer Service, Brand Development, Invoicing, Sales, ShopKeep, Advertising, Microsoft Word, Marketing, Graphic Design, Microsoft Excel, Mac OS X, Craft Beer, MailChimp
Education
Temple University 2007 — 2011
Bachelor of Arts, Advertising, Art Direction
Amy Frigm's Fulton Financial Advisors Experience February 2012 - Present
Job Registered Sales Assistant at Fulton Financial Advisors
Industry Financial Services
Experience
Fulton Financial Advisors February 2012 - Present
Wells Fargo - The Private Bank September 2000 - November 2011
Houghton Mifflin Harcourt 1998 - 2000
Macy's 1993 - 1997
Education
College for Financial Planning 2008 — 2008
Registered Paraplanner
Lyman High School
Fulton Financial Advisors February 2012 - Present
Wells Fargo - The Private Bank September 2000 - November 2011
Houghton Mifflin Harcourt 1998 - 2000
Macy's 1993 - 1997
Education
College for Financial Planning 2008 — 2008
Registered Paraplanner
Lyman High School
Elizabeth Peris's Fulton Financial Advisors Experience 2005 - Present
Job Senior Portfolio Manager at Fulton Financial Advisors/Clermont Wealth Strategies
Industry Financial Services
Experience
Fulton Financial Advisors 2005 - Present
Skills
Investments, Portfolio Management, Asset Allocation, Asset Managment, Investment Advisory, Mutual Funds, Wealth Management, Retirement Planning, Investment Strategies, Investment Management, Strategic Financial..., Risk Management, Relationship Management, Asset Management, Securities, ETFs, Financial Analysis, High Net Worth..., Financial Advisory, Equities, Retirement, 401k, Wealth Management..., Finance, Financial Services, Alternative Investments
Education
Franklin & Marshall College 1974 — 1978
BA, Business
Fulton Financial Advisors 2005 - Present
Skills
Investments, Portfolio Management, Asset Allocation, Asset Managment, Investment Advisory, Mutual Funds, Wealth Management, Retirement Planning, Investment Strategies, Investment Management, Strategic Financial..., Risk Management, Relationship Management, Asset Management, Securities, ETFs, Financial Analysis, High Net Worth..., Financial Advisory, Equities, Retirement, 401k, Wealth Management..., Finance, Financial Services, Alternative Investments
Education
Franklin & Marshall College 1974 — 1978
BA, Business
Todd Shaw's Fulton Financial Advisors Experience January 2002 - Present
Job Financial Advisor at Raymond James
Industry Financial Services
Experience
Raymond James June 2008 - Present
Fulton Financial Advisors January 2002 - Present
Skills
Investments, Securities, Finance, Insurance, Financial Advisory, Mutual Funds, Wealth Management, Portfolio Management, Retirement Planning, Asset Management, Strategic Financial...
Education
Mount Saint Joseph high school 1983 — 1987
Towson University
Business, Management, Marketing, and Related Support Services
Raymond James June 2008 - Present
Fulton Financial Advisors January 2002 - Present
Skills
Investments, Securities, Finance, Insurance, Financial Advisory, Mutual Funds, Wealth Management, Portfolio Management, Retirement Planning, Asset Management, Strategic Financial...
Education
Mount Saint Joseph high school 1983 — 1987
Towson University
Business, Management, Marketing, and Related Support Services
Stephen Armbruster's Fulton Financial Advisors Experience December 1998 - July 2012
Job VP, Senior Trust Officer at Ephrata National Bank
Industry Financial Services
Experience
Armbruster Consulting, LLC October 2012 - March 2014
Fulton Financial Advisors December 1998 - July 2012
Bank of America July 1996 - December 1998
Bank of America June 1988 - July 1996
Skills
Change Management, ERISA, Fiduciary Laws and..., Management Control and..., Policy and Procedure,..., Project Management, Trust Company Start Up, Risk Management, Portfolio Management, Coaching Staff, Staff Development, Strategic Planning, Compliance, Financial Services, Asset Allocation, Wealth Management, Asset Management, Mutual Funds, Leadership, CRM, Business Development, Securities, Investment Advisory, Series 7, Investment Management, Series 63, Banking, 401k, Pensions, Strategic Financial..., Estate Planning, Investment Strategies, Equities, Relationship Management, Financial Advisory, High Net Worth..., Financial Planning
Education
Case Western Reserve University School of Law
Doctor of Law (JD)
Armbruster Consulting, LLC October 2012 - March 2014
Fulton Financial Advisors December 1998 - July 2012
Bank of America July 1996 - December 1998
Bank of America June 1988 - July 1996
Skills
Change Management, ERISA, Fiduciary Laws and..., Management Control and..., Policy and Procedure,..., Project Management, Trust Company Start Up, Risk Management, Portfolio Management, Coaching Staff, Staff Development, Strategic Planning, Compliance, Financial Services, Asset Allocation, Wealth Management, Asset Management, Mutual Funds, Leadership, CRM, Business Development, Securities, Investment Advisory, Series 7, Investment Management, Series 63, Banking, 401k, Pensions, Strategic Financial..., Estate Planning, Investment Strategies, Equities, Relationship Management, Financial Advisory, High Net Worth..., Financial Planning
Education
Case Western Reserve University School of Law
Doctor of Law (JD)
Christina Greak's Fulton Financial Advisors Experience June 2015 - Present
Job Financial Advisor at Fulton Financial
Industry Banking
Experience
Fulton Financial Advisors June 2015 - Present
M&T Bank June 1997 - June 2015
Skills
Loans, Portfolio Management
Education
Susquehanna University 1992 — 1996
communications, Communications and public relations
Fulton Financial Advisors June 2015 - Present
M&T Bank June 1997 - June 2015
Skills
Loans, Portfolio Management
Education
Susquehanna University 1992 — 1996
communications, Communications and public relations
DeSilver Robert's Fulton Financial Advisors Experience September 2002 - Present
Job Sr. Vice President at Fulton Financial Advisors
Industry Financial Services
Experience
Fulton Financial Advisors September 2002 - Present
Fulton Financial Advisors September 2002 - Present
Skills
Wealth Management, Portfolio Management, Investments, Mutual Funds, Financial Services, Asset Allocation, Asset Management, Retirement Planning, Securities, Series 7
Education
ABA National Graduate Trust School 1983 — 1986
Pennsylvania Trust School 1980 — 1982
Bloomsburg University of Pennsylvania 1968 — 1972
Bachelor's Degree, BS in Business Administration
Fulton Financial Advisors September 2002 - Present
Fulton Financial Advisors September 2002 - Present
Skills
Wealth Management, Portfolio Management, Investments, Mutual Funds, Financial Services, Asset Allocation, Asset Management, Retirement Planning, Securities, Series 7
Education
ABA National Graduate Trust School 1983 — 1986
Pennsylvania Trust School 1980 — 1982
Bloomsburg University of Pennsylvania 1968 — 1972
Bachelor's Degree, BS in Business Administration
Vincent Lattanzio's Fulton Financial Advisors Experience January 1999 - September 2005
Job Senior Vice President Manager of Charities & Endowments at Fulton Financial Advisors, a division of Fulton Bank, N.A.
Industry Banking
Experience
Fulton Financial Advisors, a division of Fulton Bank, N.A. September 2005 - Present
Fulton Financial Advisors January 1999 - September 2005
Fulton Financial Advisors August 1994 - January 1999
Education
Franklin & Marshall College 1980 — 1984
Certificate in Accounting, Accounting and Finance
Thaddeus Stevens College of Technology 1976 — 1978
Two year progams, Cabinetmaking and Millwork
Saint Joseph's University 1970 — 1974
Bachelor of Arts (B.A.), Liberal Arts and Theology, 3.7
Fulton Financial Advisors, a division of Fulton Bank, N.A. September 2005 - Present
Fulton Financial Advisors January 1999 - September 2005
Fulton Financial Advisors August 1994 - January 1999
Education
Franklin & Marshall College 1980 — 1984
Certificate in Accounting, Accounting and Finance
Thaddeus Stevens College of Technology 1976 — 1978
Two year progams, Cabinetmaking and Millwork
Saint Joseph's University 1970 — 1974
Bachelor of Arts (B.A.), Liberal Arts and Theology, 3.7
Stephanie Armstrong's Fulton Financial Advisors Experience November 2014 - Present
Job Reporting & Data Analytics Manager at Fulton Financial Advisors
Industry Financial Services
Experience
Fulton Financial Advisors November 2014 - Present
Fulton Financial Advisors January 2013 - November 2014
Fulton Financial Advisors August 2011 - December 2012
Fulton Financial Advisors June 2010 - July 2011
Mennonite Central Committee August 2007 - May 2010
Education
Houghton College
Bachelor's Degree
Harrisburg Area Community College
Associate's Degree
Lancaster Theological Seminary
Master's Degree
Fulton Financial Advisors November 2014 - Present
Fulton Financial Advisors January 2013 - November 2014
Fulton Financial Advisors August 2011 - December 2012
Fulton Financial Advisors June 2010 - July 2011
Mennonite Central Committee August 2007 - May 2010
Education
Houghton College
Bachelor's Degree
Harrisburg Area Community College
Associate's Degree
Lancaster Theological Seminary
Master's Degree
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY