Gateway Financial Group
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Gateway Financial Group Employees
Kelly Educational Staffing, Griswold and Voluntown Elementary, Sayles School, Veteran's Memorial October 2012 - February 2015
Girl Scouts of Ct July 2013 - August 2013
Kings Domain Retreat and Conference Center May 2012 - July 2012
Windham Heights Tutoring Program March 2011 - April 2012
Uconn Community Outreach and Community Service Learning Commuity 2011 - 2012
Town of Griswold-Recreation Department June 2011 - August 2011
Pittsburgh Zoo and PPG Aquarium May 2009 - August 2009
Gateway Financial Group July 2008 - July 2008
Christ Lutheran Church September 2005 - June 2008
Skills
Nonprofits, Teaching, English, Team Building, Microsoft Office, Customer Service, Tutoring, Microsoft Word, PowerPoint, Leadership, Windows, Youth Engagement, Singing, Youth Mentoring, Community Service, Party Management, General Office Work, Philanthropy, Human Welfare, Animal Welfare, Animal Care, Christian Leadership
Education
The University of Connecticut 2010 — 2012
Bachelor of Arts (BA), Sociology
Three Rivers Community College 2007 — 2009
Associate of Arts (AA), Liberal Arts and Sciences/Liberal Studies
griswold high school
The Carlyle Group June 2013 - Present
RockTech January 2010 - Present
Echelon Ventures March 2000 - Present
Grosvenor Capital Management December 2010 - June 2013
Sports Legacy Institute March 2008 - January 2012
Merrill Lynch Private Banking and Investment Group August 2006 - December 2009
Gateway Financial Group September 1998 - February 2000
Brookwood Financial Partner January 1993 - August 1998
Winthrop Financial Associates July 1991 - December 1992
Universal Reclamation, Inc. May 1990 - May 1991
Skills
Venture Capital, Private Equity, Investments, Business Development, Management, Business Strategy, Strategic Planning, Alternative Investments, Hedge Funds, Leadership, Finance, Start-ups, Mergers & Acquisitions, Equities, Due Diligence, Strategy, Investment Banking, Entrepreneurship, Financial Services, Business Planning
Education
Harvard University 1979 — 1983
AB, Economics
Gateway Financial Group May 1984 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Outlook, Budgets, Process Improvement, Volunteer Management
Education
Bradford School 1983 — 1984
Business Administration and Management, General
Penn State University-McKeesport 1982 — 1983
General Studies
Gateway Financial Group August 2014 - Present
LaBella Bean August 2006 - July 2014
Henderson Brothers, Inc. May 2013 - August 2013
Skills
Employee Benefits, Health Insurance, Data Analysis, Financial Modeling, Financial Reporting, Financial Analysis, Microsoft Excel, PowerPoint, Actuarial Science, Statistics, Teamwork, Time Management, Microsoft Word
Education
Penn State University 2010 — 2014
Bachelor of Science (BS), Actuarial Science
Gateway Financial Group May 2005 - Present
Metro Realty Corp August 1980 - May 1998
Metro Realty Corp June 1980 - May 1998
Skills
Asset Based Lending, Commercial Lending, Finance, Funding, Credit, Loans, Factoring, Banking, Small Business Lending, Accounts Receivable, Mine Funding, Mergers & Acquisitions, Private Equity, Portfolio Management, Structured Finance, Corporate Finance, Financial Structuring, Credit Analysis, Executive Management, Restructuring, Credit Risk, Due Diligence
Education
Kansas State University
BA, Business Finance
Gateway Financial Group
Education
The George Washington University - School of Business 1968 — 1971
Master of Business Administration (M.B.A.), Hospitality Administration/Management
Allegheny College 1964 — 1968
Bachelor of Arts (B.A.), Applied Economics
Gateway Financial Group 1982 - Present
Education
Allegheny College
Simpson & McCrady, LLC February 2015 - Present
Gateway Financial Group June 2012 - January 2015
Paychex 2010 - 2012
Underwriters Brokerage 2009 - 2010
PNC Wealth Management 2006 - 2009
Federated Investors, Inc. 2005 - 2006
Nothwestern Mutual Financial Network 2002 - 2005
Skills
Group Benefits, Health Insurance, Benefits Administration, Customer Service, Problem Solving, Building Relationships, Human Resources, Disability Insurance, Direct Sales, Sales Management, Performance Management, Team Building, Banking, Public Speaking, Coaching, Mentoring, New Business Development, Social Networking, Sales Presentations, Relationship Management, Account Management, Marketing, Business Relationship..., COBRA, Training, Employee Relations, Strategic Planning, Life Insurance, Sales Operations
Education
Washington and Jefferson College 2000 — 2002
Bachelors, Psychology
University of Pittsburgh 1997 — 2000
The Kiski School 1996 — 1997
Peters Township High School 1992 — 1996
Gateway Financial Group January 2009 - Present
The Hartford May 2005 - December 2008
PricewaterhouseCoopers January 2003 - April 2005
Education
Sacred Heart University 1998 — 2002
BS, Accounting
Gateway Financial Group January 2012 - Present
Gateway Private Wealth Management January 2012 - Present
Morgan Stanley Wealth Management April 2002 - January 2012
BankOne NA (d/b/a JPMorganChase) 2000 - 2002
Education
Penn State University 1994 — 1998
B.S.
Mt. Lebanon High School 1990 — 1994
Gateway Financial Group January 2012 - Present
Gateway Private Wealth Management January 2012 - Present
Morgan Stanley Smith Barney August 2004 - December 2011
Education
University of Pittsburgh 2002 — 2006
BSBA, Finance
NoWait, Inc. March 2015 - Present
Gateway Financial Group October 2011 - March 2015
PNC Wealth Management April 2011 - October 2011
lululemon athletica October 2010 - December 2010
CNN May 2009 - August 2009
MSA - The Safety Company April 2007 - August 2008
Skills
Microsoft Excel, Employee Benefits, Succession Planning, Strategic Planning, Microsoft Office, Insurance, Customer Service, Investments, Process Improvement, PowerPoint, Interviews, Event Planning, Asset Management, Recruiting, Portfolio Management, Budgets, Training, Time Management, Analysis, Business Strategy, Marketing, Team Building, Finance, Sales, Editing, Public Speaking, Risk Management, Press Releases, Human Resources, Management, Financial Analysis, Microsoft Word, Business Planning, Leadership, New Business Development
Education
University of Pittsburgh 2009 — 2009
B.A
Vanderbilt University 2004 — 2007
Fox Chapel Area High School
Gateway Financial Group April 2013 - Present
Rothchild HVAC and Plumbing August 2011 - May 2012
Staples October 2009 - July 2011
Stockwell Elastomerics May 2010 - August 2010
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Teamwork, Financial Analysis, Research, Social Media, Public Speaking, English, Insurance
Education
Temple University 2009 — 2012
Bachelor of Business Administration (B.B.A.), Actuarial Science, 3.60
Temple University, Fox School of Business 2009 — 2012
BBA, Actuarial Science
Montgomery County Community College
Bachelor of Business Administration (BBA), Business Administration
TeleTracking Technologies November 2014 - Present
Gateway Financial Group May 2012 - November 2014
ADP March 2011 - April 2012
PNC August 2009 - March 2011
The School District of the City of Erie, PA January 2009 - June 2009
Skills
Insurance, Employee Benefits, Health Insurance, Benefits Administration, Customer Service, Account Management, Marketing, Management, Customer Retention, Small Business, Disability Insurance, Life Insurance, Sales, Cold Calling
Education
Edinboro University of Pennsylvania 2004 — 2008
Bachelor of Science, English
Integrated Transactions March 2013 - Present
Financial Transaction Services August 2011 - Present
Financial Transaction Services August 2011 - March 2013
Gateway Financial Group January 2010 - August 2011
Financial Transaction Services February 2008 - July 2011
Henderson Brothers July 2008 - January 2010
Mythics Professional Services 2007 - 2008
Oracle 2002 - 2006
Skills
Payments, Oracle E-Business Suite, JD Edwards, SAP, Payment Security, Payment Integration
Education
Penn State University 1997 — 2001
B.S., Management Science & Information Systems
Upper St. Clair H.S. 1994 — 1997
Wyoming State Public Defender September 2014 - Present
Wyoming District Court, 7th Judicial District August 2013 - July 2014
Vermont Department of Environmental Conservation August 2012 - December 2012
Vermont Law School May 2011 - May 2012
Trustees for Alaska May 2011 - August 2011
Gateway Financial Group July 2007 - July 2009
UPMC May 2006 - June 2007
University of Pittsburgh March 2006 - May 2006
Skills
Microsoft Office, PowerPoint, Public Speaking, Environmental Policy, Microsoft Excel, Legal Research, Policy
Education
Vermont Law School 2009 — 2012
JD/MELP, Federal Environmental Law
Penn State University 2001 — 2005
BS, Economics & Int'l Business
Gateway Financial Group March 1991 - Present
Skills
Employee Benefits, Disability Insurance, Insurance, Health Insurance, Benefits Administration, Life Insurance, Risk Management
Education
Indiana University of Pennsylvania
BA
Int'l Foundation of Employee Benefit Plans and Wharton School of the University of Pennsylvania
Certified Employee Benefits Specialist (CEBS)
The American College
Chartered Financial Consultant (ChFC); Chartered Life Underwriter (CLU)
Gateway Financial Group July 2013 - Present
Education
University of Pittsburgh 2003 — 2007
Bachelor of Science (B.S.), Economics
Cabela's June 2013 - Present
Habitat for Humanity October 2012 - April 2013
Lincare Holdings, Inc October 2010 - May 2012
Grace Manor September 2009 - October 2010
Gateway Financial Group June 2008 - September 2009
Convention & Visitor's Association of Lane County, Oregon March 2006 - March 2008
Oregon Fancy Food / Oregon Fruit Products December 1997 - October 2005
Quarity Inn & Suites / Packasport February 1995 - December 1997
Cruise America March 1989 - October 1993
Skills
Customer Service, Sales, Marketing, Outlook, Microsoft Office, Event Planning, Office Management, Microsoft Word, Public Speaking, PowerPoint, Leadership, Management, Social Media, Team Building, Inventory Management, Budgets, Teamwork, Fax, Building Relationships, Time Management, Social Networking, Organization, Sales Presentations, Phone Skills, Payroll, Team Leadership, Writing, Insurance, Policy, Leadership Development, Training, Telephone Skills, Customer Satisfaction, Social Media Marketing, Public Relations, Fundraising, Recruiting, Event Management, Newsletters, Trade Shows, Coaching, Account Management, Hiring, Retail, Facebook, Small Business, Marketing Communications, Cold Calling
Education
Lane Community College 1994 — 1997
Hospitality Management, Accounting, Management, Security
Valley West Rehabilitation Center
Certified Nursing Assistant
Dynamics Inc. 2013 - Present
Gateway Financial Group August 2012 - November 2012
Durata Therapeutics 2011 - 2012
Eisai Pharmaceuticals August 2009 - September 2011
Memory Pharmaceuticals 2003 - August 2009
Sothebys International Realty 2006 - May 2009
Joseph E. Seagram & Sons 2000 - 2002
Mapquest 1999 - 2000
Tucker Anthony Cleary Gull 1997 - 1999
Otis Elevator 1990 - 1997
Skills
Office Management, Event Planning, Administrative..., Paralegals, Administrative Support, Organization &..., Event Management, Corporate Events, Conferences, Teamwork, Accounting, Credit and Collections, Microsoft Office, Excel, Word, PowerPoint, Outlook, Lotus Notes, Time Management, Mergers, Finance, FDA Filings, Press Releases, Human Resources, Organization, Pharmacueticals, Oncology, Visio, Real Estate, Public Speaking, Analysis, Marketing, Contract Negotiation, Market Research, Team Building, Business Planning, Software Documentation, Negotiation, Professional Support, Executive Support
Education
Dowling College
MBA
Iona College
BS
Gateway Financial Group April 1975 - Present
Skills
Strategic Planning, Investments, Strategic Financial..., Insurance, Life Insurance, Disability Insurance, Management Consulting, Benefits Administration
Education
Penn State University
Bachelor of Science (BS), Industrial Engineering
Cowden Associates, Inc. December 2014 - Present
Cowden Associates, Inc. February 2013 - December 2014
Gateway Financial Group July 2010 - January 2013
Mercer Health and Benefits September 1998 - July 2010
Morneau Sobeco February 1995 - September 1998
Skills
Employee Benefits, Strategic Planning, Health Insurance, Insurance, Disability Insurance, Account Management, Benefits Administration, Life Insurance, Risk Management, Healthcare, Strategy, Human Resources, Defined Benefit, Process Improvement, Sales, Team Building, Project Management, Team Leadership, Customer Service, Brokers, Consulting, Vendor Management, Analysis, Managed Care, Data Analysis, Health Care Reform, Health Care Compliance, Performance Management, Management, Leadership, Training, Health Savings Accounts, Term Life Insurance
Education
Penn State University 1990 — 1994
Bachelor of Science, Health Policy and Administration
Beth Center 1987 — 1990
Gateway Financial Group November 2013 - Present
Education
Edinboro University of Pennsylvania 2006 — 2011
Bachelor of Arts
Gateway Financial Group March 2009 - Present
Option One Mortgage May 1997 - August 2008
Skills
Refinance, FHA, Mortgage Lending, Mortgage Banking, Loan Origination, Residential Mortgages, VA loans, Real Estate, Sales, Real Estate Transactions, Relocation, Sellers, Loans
Education
College of the Canyons
Gateway Financial Group September 2015 - Present
Skills
Managed Care, Leadership, Team Building, Cross-functional Team..., Strategic Planning, Healthcare, Management, Sales, Pharmaceutical Industry, Sales Operations, Sales Management, Process Improvement, Account Management
Education
Robert Morris University
Bachelor of Science, Business Administration, Business Administration, Management and Operations