Glenmede Company
Description
Founded: 1956 Parent organization: Glenmede Corporation Subsidiary: Glenmede Investment Management, LPFeedbackDisclaimer Claim this knowledge panel Knowledge ResultSee photos See outsideMoved, closed, or was never hereReportGlenmede TrustWebsiteDirections Saved (0) Saved Save Investment service in New York City, New York Address: 535 Madison Ave 21st floor, New York, NY 10022 Hours: Closed ⋅ Opens 8:30AM Martin Luther King Jr. Day might affect these hoursMonday(Martin Luther King Jr. Day)8:30AM–5PMHours might differTuesday8:30AM–5PMWednesday8:30AM–5PMThursday8:30AM–5PMFriday8:30AM–5PMSaturdayClosedSundayClosedSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (212) 328-7310: : Category: Website: : : : Place name: : Website: http://www.glenmede.com/ Category: Investment service Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Glenmede Trust Posting publicly on the Web Write a review Reviews Be the first to review
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Glenmede Employees
Employee
Years
Job
Industry
Joseph Kushner Joseph Kushner's Glenmede Experience May 2010 - August 2010
Job Analyst at Goldman Sachs
Industry Investment Banking
Experience
Goldman Sachs July 2012 - Present
Goldman Sachs June 2011 - August 2011
Glenmede May 2010 - August 2010
Skills
Valuation, Equity Research, Financial Modeling, Quantitative Investing, Investment Management, Quantitative Analytics, Bloomberg
Education
University of Pennsylvania - The Wharton School 2008 — 2011
Bachelor of Science (BSc), Finance, Information Systems
James M. Coughlin High School 2004 — 2008
Goldman Sachs July 2012 - Present
Goldman Sachs June 2011 - August 2011
Glenmede May 2010 - August 2010
Skills
Valuation, Equity Research, Financial Modeling, Quantitative Investing, Investment Management, Quantitative Analytics, Bloomberg
Education
University of Pennsylvania - The Wharton School 2008 — 2011
Bachelor of Science (BSc), Finance, Information Systems
James M. Coughlin High School 2004 — 2008
Stanley Broadbent Stanley Broadbent's Glenmede Experience May 1991 - December 2013
Job Senior Vice President Business Developement at Pennsylvania Trust
Industry Investment Management
Experience
Pennsylvania Trust April 2014 - Present
Glenmede May 1991 - December 2013
Corestates - New Jersey National Bank August 1987 - May 1991
AISCorp November 1982 - July 1987
Benefit Design Associates April 1978 - October 1982
Pro-Services Inc. July 1974 - March 1978
IES Management Group June 1971 - June 1974
Skills
Alternative Investments, Hedge Funds, New Business Development, Estate Planning, Management, Investments, Asset Allocation, Asset Management, Mutual Funds, Portfolio Management, Executive Management, Business Development, Equities, Finance, Wealth Management
Education
Temple University 1967 — 1970
Social Work
Pennsylvania Trust April 2014 - Present
Glenmede May 1991 - December 2013
Corestates - New Jersey National Bank August 1987 - May 1991
AISCorp November 1982 - July 1987
Benefit Design Associates April 1978 - October 1982
Pro-Services Inc. July 1974 - March 1978
IES Management Group June 1971 - June 1974
Skills
Alternative Investments, Hedge Funds, New Business Development, Estate Planning, Management, Investments, Asset Allocation, Asset Management, Mutual Funds, Portfolio Management, Executive Management, Business Development, Equities, Finance, Wealth Management
Education
Temple University 1967 — 1970
Social Work
Anna Billings Anna Billings's Glenmede Experience May 1995 - January 2002
Job Financial Accountant
Industry Investment Management
Experience
Philadelphia International Advisors January 2002 - May 2013
Philadelphia International Advisors January 2002 - May 2013
Philadelphia International Advisors 2002 - 2013
Glenmede May 1995 - January 2002
Corestates & Mellon Bank 1992 - 1995
Skills
Advent AXYS, Solomon,..., Account Reconciliation, Finance, Auditing, Accounting, General Ledger, Accounts Payable, Accounts Receivable, Budgets, Variance Analysis, Portfolio Management, Journal Entries, Invoicing, Fixed Assets, Expenses
Education
Rutgers, The State University of New Jersey-Camden 1990 — 1992
Bachelor's degree, Accounting
Fairleigh Dickinson University-College at Florham 1982 — 1986
Bachelor's degree, Marketing with a concentration in Finance
Philadelphia International Advisors January 2002 - May 2013
Philadelphia International Advisors January 2002 - May 2013
Philadelphia International Advisors 2002 - 2013
Glenmede May 1995 - January 2002
Corestates & Mellon Bank 1992 - 1995
Skills
Advent AXYS, Solomon,..., Account Reconciliation, Finance, Auditing, Accounting, General Ledger, Accounts Payable, Accounts Receivable, Budgets, Variance Analysis, Portfolio Management, Journal Entries, Invoicing, Fixed Assets, Expenses
Education
Rutgers, The State University of New Jersey-Camden 1990 — 1992
Bachelor's degree, Accounting
Fairleigh Dickinson University-College at Florham 1982 — 1986
Bachelor's degree, Marketing with a concentration in Finance
Jason Port Jason Port's Glenmede Experience December 2012 - January 2013
Job Wealth Management Associate at Cohen & Steers
Industry Financial Services
Experience
Cohen & Steers March 2015 - Present
Lord Abbett July 2013 - February 2015
Glenmede December 2012 - January 2013
Glenmede June 2012 - August 2012
Lincoln Financial Advisors May 2011 - August 2011
Skills
Investments, Finance, Equities, Fixed Income, Financial Analysis, Data Analysis, Financial Planning
Education
Franklin & Marshall College 2009 — 2013
Cohen & Steers March 2015 - Present
Lord Abbett July 2013 - February 2015
Glenmede December 2012 - January 2013
Glenmede June 2012 - August 2012
Lincoln Financial Advisors May 2011 - August 2011
Skills
Investments, Finance, Equities, Fixed Income, Financial Analysis, Data Analysis, Financial Planning
Education
Franklin & Marshall College 2009 — 2013
Carla Panzitta Carla Panzitta's Glenmede Experience April 2011 - Present
Job VP Business Development at Glenmede
Industry Investment Management
Experience
Glenmede April 2011 - Present
Accenture 1984 - 1994
Education
Lafayette College 1980 — 1984
Economics and English
Wyoming Seminary Preparatory School
Glenmede April 2011 - Present
Accenture 1984 - 1994
Education
Lafayette College 1980 — 1984
Economics and English
Wyoming Seminary Preparatory School
Jeremy Telepun Jeremy Telepun's Glenmede Experience May 2013 - Present
Job Vice President | Application Manager of Trading & Investment Systems
Industry Financial Services
Experience
Glenmede May 2013 - Present
HighPoint Solutions May 2012 - May 2013
BNY Mellon May 2006 - May 2012
TD Waterhouse Group, Inc January 2005 - April 2006
Fordham Financial Management January 2004 - December 2004
Skills
MIS, Banking, Investments, Team Management, Mutual Funds, Portfolio Management, Customer Service, Microsoft Office, Credit, Vendor Management, Strategic Financial..., Microsoft Excel, Financial Analysis, Insurance, Equities, Accounting, Capital Markets, Loans, Financial Modeling, Wealth Management, Statistics, Six Sigma, PMP, Risk Analysis, Derivatives, Investment Brokerage, RIAs, SharePoint, Business Analysis, SDLC, Fixed Income, Finance, Project Management, Management, Financial Services, Risk Management, Process Improvement, Leadership
Education
The College of New Jersey
Bachelor’s Degree, Philosophy
Glenmede May 2013 - Present
HighPoint Solutions May 2012 - May 2013
BNY Mellon May 2006 - May 2012
TD Waterhouse Group, Inc January 2005 - April 2006
Fordham Financial Management January 2004 - December 2004
Skills
MIS, Banking, Investments, Team Management, Mutual Funds, Portfolio Management, Customer Service, Microsoft Office, Credit, Vendor Management, Strategic Financial..., Microsoft Excel, Financial Analysis, Insurance, Equities, Accounting, Capital Markets, Loans, Financial Modeling, Wealth Management, Statistics, Six Sigma, PMP, Risk Analysis, Derivatives, Investment Brokerage, RIAs, SharePoint, Business Analysis, SDLC, Fixed Income, Finance, Project Management, Management, Financial Services, Risk Management, Process Improvement, Leadership
Education
The College of New Jersey
Bachelor’s Degree, Philosophy
Matthew Yung Matthew Yung's Glenmede Experience May 2013 - August 2013
Job Vice President of Delta Chi Fraternity Hamilton College Chapter
Industry Banking
Experience
Delta Chi Fraternity - Hamilton College Chapter 2014 - Present
ZenBanx May 2014 - August 2014
Glenmede May 2013 - August 2013
Skills
Microsoft Word, Microsoft Excel, PowerPoint
Education
Hamilton College 2012 — 2016
Bachelor of Arts (B.A.), Economics major, Government and Communications minor, Junior
Delta Chi Fraternity - Hamilton College Chapter 2014 - Present
ZenBanx May 2014 - August 2014
Glenmede May 2013 - August 2013
Skills
Microsoft Word, Microsoft Excel, PowerPoint
Education
Hamilton College 2012 — 2016
Bachelor of Arts (B.A.), Economics major, Government and Communications minor, Junior
Assunta Buonincontri, MBA Assunta Buonincontri, MBA's Glenmede Experience July 2012 - Present
Job Wealth Advisory Associate, Officer at The Glenmede Trust Company, N.A.
Industry Investment Management
Experience
The Glenmede Trust Company, N.A. November 2014 - Present
Glenmede July 2012 - Present
Rothstein Kass 2012 - August 2012
Deloitte & Touche November 2009 - January 2012
Anthony L. D'Arminio Jr. PA EA August 2005 - October 2009
WithumSmith+Brown 2008 - August 2008
Skills
Accounting, Holistic Financial..., Personal Financial..., Auditing, Wealth Advising, Finance, QuickBooks, Tax, Strategic Financial..., Tax Preparation, Bookkeeping, Big 4, Microsoft Excel, CPA, Payroll Taxes, Financial Planning, Financial Statements
Education
Centenary College 2008 — 2010
MBA, Finance
Fairleigh Dickinson University-Florham Campus 2004 — 2008
Bachelor, Accounting
The Glenmede Trust Company, N.A. November 2014 - Present
Glenmede July 2012 - Present
Rothstein Kass 2012 - August 2012
Deloitte & Touche November 2009 - January 2012
Anthony L. D'Arminio Jr. PA EA August 2005 - October 2009
WithumSmith+Brown 2008 - August 2008
Skills
Accounting, Holistic Financial..., Personal Financial..., Auditing, Wealth Advising, Finance, QuickBooks, Tax, Strategic Financial..., Tax Preparation, Bookkeeping, Big 4, Microsoft Excel, CPA, Payroll Taxes, Financial Planning, Financial Statements
Education
Centenary College 2008 — 2010
MBA, Finance
Fairleigh Dickinson University-Florham Campus 2004 — 2008
Bachelor, Accounting
Dev Patel Dev Patel's Glenmede Experience May 2010 - August 2010
Job Senior Associate, Cybersecurity & Privacy at PwC
Industry Computer & Network Security
Experience
PwC June 2014 - Present
PwC August 2012 - June 2014
GEICO May 2011 - August 2011
Glenmede May 2010 - August 2010
Skills
Security, Penetration Testing, SharePoint, Business Continuity, Microsoft SQL Server, Enterprise Architecture, IT Audit, Android, Information Technology, Mobile Applications, CISA, Vendor Management, Risk Management, Unix, Databases
Education
Penn State University 2008 — 2012
Bachelor of Science (B.S.), Information Sciences and Technology
Penn State University 2008 — 2012
Bachelor of Science (B.S.), Security and Risk Analysis
PwC June 2014 - Present
PwC August 2012 - June 2014
GEICO May 2011 - August 2011
Glenmede May 2010 - August 2010
Skills
Security, Penetration Testing, SharePoint, Business Continuity, Microsoft SQL Server, Enterprise Architecture, IT Audit, Android, Information Technology, Mobile Applications, CISA, Vendor Management, Risk Management, Unix, Databases
Education
Penn State University 2008 — 2012
Bachelor of Science (B.S.), Information Sciences and Technology
Penn State University 2008 — 2012
Bachelor of Science (B.S.), Security and Risk Analysis
Sarah Chappell Sarah Chappell's Glenmede Experience June 2011 - August 2011
Job Client Analyst at ICONIQ Capital
Industry Investment Management
Experience
ICONIQ Capital June 2014 - Present
Hawthorn, PNC Family Wealth June 2012 - January 2014
Glenmede June 2011 - August 2011
Hangley Aronchick Segal Pudlin & Schiller May 2010 - August 2010
Skills
Litigation, Investments, Securities, Estate Planning, Legal Research, Corporate Finance, Westlaw, Mergers, Wealth Management, Financial Modeling, Legal Writing, Alternative Investments, Mergers & Acquisitions, Investment Advisory, Asset Allocation, Mutual Funds
Education
University of Colorado School of Law 2009 — 2012
Doctor of Law (J.D.)
Wake Forest University 2005 — 2009
Bachelor of Arts (B.A.), History
The Agnes Irwin School 1997 — 2005
ICONIQ Capital June 2014 - Present
Hawthorn, PNC Family Wealth June 2012 - January 2014
Glenmede June 2011 - August 2011
Hangley Aronchick Segal Pudlin & Schiller May 2010 - August 2010
Skills
Litigation, Investments, Securities, Estate Planning, Legal Research, Corporate Finance, Westlaw, Mergers, Wealth Management, Financial Modeling, Legal Writing, Alternative Investments, Mergers & Acquisitions, Investment Advisory, Asset Allocation, Mutual Funds
Education
University of Colorado School of Law 2009 — 2012
Doctor of Law (J.D.)
Wake Forest University 2005 — 2009
Bachelor of Arts (B.A.), History
The Agnes Irwin School 1997 — 2005
Alissa Omlor's Glenmede Experience August 2010 - July 2011
Job HR Business Intelligence & Metrics Consultant at Lincoln Financial Group
Industry Human Resources
Experience
Lincoln Financial Group July 2015 - Present
Quaker Chemical November 2013 - Present
Walgreens November 2012 - November 2013
ARAMARK July 2011 - November 2012
Glenmede August 2010 - July 2011
Glenmede October 2007 - August 2010
Glenmede March 2001 - October 2007
Skills
Deferred Compensation, Employee Relations, Employee Benefits, Ceridian, Onboarding, HRIS, Human Resources, Benefits Administration, HR Policies, Performance Management, Talent Acquisition, Employee Engagement, ADP Payroll, FMLA, Payroll, New Hire Orientations, Succession Planning, ADP ReportSmith, Interviews, Recruiting
Education
Villanova University 2011 — 2011
Human Resources Certificate, Human Resources Management/Personnel Administration, General
Philadelphia University 2005 — 2010
Bachelor's Degree, Human Resources Management & Finance
Lincoln Financial Group July 2015 - Present
Quaker Chemical November 2013 - Present
Walgreens November 2012 - November 2013
ARAMARK July 2011 - November 2012
Glenmede August 2010 - July 2011
Glenmede October 2007 - August 2010
Glenmede March 2001 - October 2007
Skills
Deferred Compensation, Employee Relations, Employee Benefits, Ceridian, Onboarding, HRIS, Human Resources, Benefits Administration, HR Policies, Performance Management, Talent Acquisition, Employee Engagement, ADP Payroll, FMLA, Payroll, New Hire Orientations, Succession Planning, ADP ReportSmith, Interviews, Recruiting
Education
Villanova University 2011 — 2011
Human Resources Certificate, Human Resources Management/Personnel Administration, General
Philadelphia University 2005 — 2010
Bachelor's Degree, Human Resources Management & Finance
George Foley George Foley's Glenmede Experience May 2000 - March 2008
Job CEO & CIO at Dillon Capital Management
Industry Investment Management
Experience
Dillon Capital Management January 2012 - Present
Legg Mason April 2008 - March 2011
Glenmede May 2000 - March 2008
Walnut Asset Management October 1996 - May 2000
IAS Advisory Services, Inc July 1994 - October 1996
SEI Corp August 1990 - July 1994
Cigna Corp October 1980 - July 1990
Skills
Investment Management, Equities, Asset Allocation, Alternative Investments, Mutual Funds, Investments, Asset Management, Hedge Funds, Portfolio Management, Wealth Management, Investment Strategies, Investment Advisory
Education
Drexel University
MBA, Finance
LaSalle University
BS, Finance
Dillon Capital Management January 2012 - Present
Legg Mason April 2008 - March 2011
Glenmede May 2000 - March 2008
Walnut Asset Management October 1996 - May 2000
IAS Advisory Services, Inc July 1994 - October 1996
SEI Corp August 1990 - July 1994
Cigna Corp October 1980 - July 1990
Skills
Investment Management, Equities, Asset Allocation, Alternative Investments, Mutual Funds, Investments, Asset Management, Hedge Funds, Portfolio Management, Wealth Management, Investment Strategies, Investment Advisory
Education
Drexel University
MBA, Finance
LaSalle University
BS, Finance
Elizabeth Clay Surles's Glenmede Experience September 2005 - June 2006
Job Marketing Copywriter at Resource Real Estate
Industry Financial Services
Experience
Resource Real Estate June 2015 - Present
Pershing LLC July 2010 - June 2015
Pershing LLC December 2008 - July 2010
Pershing Managed Account Solutions June 2006 - November 2008
Glenmede September 2005 - June 2006
NF Clearing January 2005 - September 2005
First Clearing , Affiliate of Wells Fargo March 2000 - July 2004
Skills
Project Management, Social Media, Editing, Marketing Communications
Education
University of Richmond 1996 — 2000
Resource Real Estate June 2015 - Present
Pershing LLC July 2010 - June 2015
Pershing LLC December 2008 - July 2010
Pershing Managed Account Solutions June 2006 - November 2008
Glenmede September 2005 - June 2006
NF Clearing January 2005 - September 2005
First Clearing , Affiliate of Wells Fargo March 2000 - July 2004
Skills
Project Management, Social Media, Editing, Marketing Communications
Education
University of Richmond 1996 — 2000
Laura Jodz Laura Jodz's Glenmede Experience April 2013 - July 2015
Job Sr Executive Assistant to the CEO
Industry Executive Office
Experience
Lucky Brand September 2015 - Present
Glenmede April 2013 - July 2015
Fishawack Communications, Inc. December 2002 - October 2011
Innovative Consulting March 2001 - April 2002
CSC Consulting September 1997 - March 2001
Aventis Pasteur September 1995 - September 1997
Education
Lafayette College 1990 — 1994
BA
Lucky Brand September 2015 - Present
Glenmede April 2013 - July 2015
Fishawack Communications, Inc. December 2002 - October 2011
Innovative Consulting March 2001 - April 2002
CSC Consulting September 1997 - March 2001
Aventis Pasteur September 1995 - September 1997
Education
Lafayette College 1990 — 1994
BA
Jason Starn Jason Starn's Glenmede Experience May 2012 - October 2014
Job Business Analyst at Glenmede
Industry Financial Services
Experience
The Glenmede Trust Company, N.A. October 2014 - Present
Glenmede May 2012 - October 2014
The Mercadien Group January 2011 - May 2012
Glenmede June 2011 - December 2011
TD Bank January 2010 - 2011
Prevention Plus October 2008 - January 2009
Gelmarc Distributors August 2005 - 2009
Skills
Accounting, Auditing, Tax, Audit, Financial Accounting, Accounts Payable, Accounts Receivable, Financial Statements, Fixed Assets, Microsoft Excel, Budgets, Finance
Education
Rutgers, The State University of New Jersey-Camden 2010 — 2012
BS, Accounting & Finance
Burlington County College 2008 — 2009
Associates of Science, Business Administration; focus on Accounting; accounting; finance, or MIS
The Glenmede Trust Company, N.A. October 2014 - Present
Glenmede May 2012 - October 2014
The Mercadien Group January 2011 - May 2012
Glenmede June 2011 - December 2011
TD Bank January 2010 - 2011
Prevention Plus October 2008 - January 2009
Gelmarc Distributors August 2005 - 2009
Skills
Accounting, Auditing, Tax, Audit, Financial Accounting, Accounts Payable, Accounts Receivable, Financial Statements, Fixed Assets, Microsoft Excel, Budgets, Finance
Education
Rutgers, The State University of New Jersey-Camden 2010 — 2012
BS, Accounting & Finance
Burlington County College 2008 — 2009
Associates of Science, Business Administration; focus on Accounting; accounting; finance, or MIS
Cara Pavia Cara Pavia's Glenmede Experience March 2010 - September 2010
Job Coordinator of Marketing & Fundraising at Community Access Unlimited
Industry Events Services
Experience
Community Access Unlimited May 2012 - Present
Hyatt Regency Princeton September 2011 - May 2012
Holiday Inn at the Historic District May 2011 - August 2011
Drexel University September 2008 - May 2011
Glenmede March 2010 - September 2010
Center City District September 2009 - December 2009
Skills
Event Planning, Social Media, Microsoft Office, Customer Service, Public Speaking, PowerPoint, Microsoft Excel, Non-profits, Fundraising, Public Relations, Research, Microsoft Word, Marketing Communications, Editing, Social Media Marketing, Facebook, Marketing, Meeting Planning, Outlook, Hospitality, Newsletters, Time Management, Nonprofits
Education
Drexel University 2007 — 2011
Bachelor of Science, Hospitality Management; Marketing, 3.47
Drexel University 2007 — 2011
Bachelor of Science, Hotel & Restaurant Management; Marketing
Community Access Unlimited May 2012 - Present
Hyatt Regency Princeton September 2011 - May 2012
Holiday Inn at the Historic District May 2011 - August 2011
Drexel University September 2008 - May 2011
Glenmede March 2010 - September 2010
Center City District September 2009 - December 2009
Skills
Event Planning, Social Media, Microsoft Office, Customer Service, Public Speaking, PowerPoint, Microsoft Excel, Non-profits, Fundraising, Public Relations, Research, Microsoft Word, Marketing Communications, Editing, Social Media Marketing, Facebook, Marketing, Meeting Planning, Outlook, Hospitality, Newsletters, Time Management, Nonprofits
Education
Drexel University 2007 — 2011
Bachelor of Science, Hospitality Management; Marketing, 3.47
Drexel University 2007 — 2011
Bachelor of Science, Hotel & Restaurant Management; Marketing
Jack Goldman's Glenmede Experience 2002 - 2003
Job Investment Operations/Compliance Analyst
Industry Investment Management
Experience
Cooke & Bieler, L.P. August 2006 - August 2015
Murphy Capital Management 2004 - August 2006
Glenmede 2002 - 2003
Pinnacle Associates 1986 - 2000
J. Rothschild Capital Management January 1984 - April 1985
Dean Witter 1983 - 1983
Skills
Bloomberg, Portfolio Management, Equities, Investments, Mutual Funds, Axys, Trading, Trading Systems, Back Office, Middle Office, Hedge Funds, Performance Measurement, Advent Axys, Settlement, Asset Management, ACD, Sungard Shaw Data, Advent Moxy, Telemet Orion, Proxy Voting, MSCI ESG, Broadridge ProxyEdge, Proxytrust
Education
Pace University 1979 — 1981
MBA, Finance
Arcadia University 1974 — 1978
BA, Chemistry and English
The McBurney School 1967 — 1974
Cooke & Bieler, L.P. August 2006 - August 2015
Murphy Capital Management 2004 - August 2006
Glenmede 2002 - 2003
Pinnacle Associates 1986 - 2000
J. Rothschild Capital Management January 1984 - April 1985
Dean Witter 1983 - 1983
Skills
Bloomberg, Portfolio Management, Equities, Investments, Mutual Funds, Axys, Trading, Trading Systems, Back Office, Middle Office, Hedge Funds, Performance Measurement, Advent Axys, Settlement, Asset Management, ACD, Sungard Shaw Data, Advent Moxy, Telemet Orion, Proxy Voting, MSCI ESG, Broadridge ProxyEdge, Proxytrust
Education
Pace University 1979 — 1981
MBA, Finance
Arcadia University 1974 — 1978
BA, Chemistry and English
The McBurney School 1967 — 1974
Jessica Grater's Glenmede Experience May 2005 - August 2005
Job Executive Underwriter at Arch Insurance Group
Industry Insurance
Experience
Arch Insurance Group April 2013 - Present
Liberty Mutual Surety March 2010 - March 2013
Liberty Mutual Surety January 2007 - March 2010
Morgan Stanley Smith Barney January 2006 - May 2006
Glenmede May 2005 - August 2005
Skills
Surety Bonds, Underwriting, Surety, Brokers, Bonds, Financial Analysis, Finance, Risk Management, Insurance, Commercial Lines, Liability, Financial Risk, Legal Liability, D&O, Workers Compensation, Employment Practices..., Commercial Insurance
Education
Manhattanville College 2002 — 2006
Batchelor's, Finance
Mount Saint Joseph Academy 1998 — 2002
Arch Insurance Group April 2013 - Present
Liberty Mutual Surety March 2010 - March 2013
Liberty Mutual Surety January 2007 - March 2010
Morgan Stanley Smith Barney January 2006 - May 2006
Glenmede May 2005 - August 2005
Skills
Surety Bonds, Underwriting, Surety, Brokers, Bonds, Financial Analysis, Finance, Risk Management, Insurance, Commercial Lines, Liability, Financial Risk, Legal Liability, D&O, Workers Compensation, Employment Practices..., Commercial Insurance
Education
Manhattanville College 2002 — 2006
Batchelor's, Finance
Mount Saint Joseph Academy 1998 — 2002
Julie Karnavas Julie Karnavas's Glenmede Experience June 1995 - February 2014
Job Director of Portfolio Management
Industry Investment Management
Experience
Pennsylvania Trust February 2014 - Present
ALS Association Greater P February 2012 - Present
Glenmede June 1995 - February 2014
Northern Trust October 1987 - May 1995
Skills
Portfolio Management, Asset Allocation, Management, Alternative Investments, Hedge Funds, Asset Management, Equities, Wealth Management, Investment Management, Fixed Income, Asset Managment, Investment Strategies, High Net Worth..., Investments, ETFs, Endowments, Finance, Investment Advisory, Process Improvement
Education
Ohio Wesleyan University 1983 — 1987
Bachelor of Arts, Politics and Government; French
Springside 1969 — 1983
Pennsylvania Trust February 2014 - Present
ALS Association Greater P February 2012 - Present
Glenmede June 1995 - February 2014
Northern Trust October 1987 - May 1995
Skills
Portfolio Management, Asset Allocation, Management, Alternative Investments, Hedge Funds, Asset Management, Equities, Wealth Management, Investment Management, Fixed Income, Asset Managment, Investment Strategies, High Net Worth..., Investments, ETFs, Endowments, Finance, Investment Advisory, Process Improvement
Education
Ohio Wesleyan University 1983 — 1987
Bachelor of Arts, Politics and Government; French
Springside 1969 — 1983
Bob Talbot Bob Talbot's Glenmede Experience 1986 - 1990
Job Sr SAP BASIS and Security Engineer at Wawa, Inc.
Industry Retail
Experience
Wawa, Inc. 2013 - Present
Wawa, Inc. 2005 - 2012
Wawa, Inc. August 2004 - 2008
Users Incorporated 2001 - 2003
Siemens Health Services 1990 - 2001
Shared Medical Systems 1990 - 2001
Glenmede 1986 - 1990
Skills
Security, SAP BW, ERP, System Administration, SAP, SAP R/3, Process Improvement, Databases, VMS, SAP Implementation, Visio, Business Process, IT Management, Business Analysis, Business Intelligence, Requirements Analysis, Troubleshooting, TCP/IP, IT Strategy, SAP ERP, Data Warehousing, Enterprise Architecture, SAP Authorisations, SAP Netweaver, SAP BI, SAP FI, ABAP, SAP Basis, Windows XP
Education
La Salle University 1980 — 1985
Bishop Egan
Wawa, Inc. 2013 - Present
Wawa, Inc. 2005 - 2012
Wawa, Inc. August 2004 - 2008
Users Incorporated 2001 - 2003
Siemens Health Services 1990 - 2001
Shared Medical Systems 1990 - 2001
Glenmede 1986 - 1990
Skills
Security, SAP BW, ERP, System Administration, SAP, SAP R/3, Process Improvement, Databases, VMS, SAP Implementation, Visio, Business Process, IT Management, Business Analysis, Business Intelligence, Requirements Analysis, Troubleshooting, TCP/IP, IT Strategy, SAP ERP, Data Warehousing, Enterprise Architecture, SAP Authorisations, SAP Netweaver, SAP BI, SAP FI, ABAP, SAP Basis, Windows XP
Education
La Salle University 1980 — 1985
Bishop Egan
Lisa Michel Lisa Michel's Glenmede Experience February 2014 - February 2014
Job Wealth Advisor at Glenmede Trust Company
Industry Banking
Experience
Glenmede Trust Company February 2014 - Present
Glenmede February 2014 - February 2014
Key Bank 1999 - February 2014
Skills
Wealth Management, Estate Planning, Asset Allocation, Portfolio Management, Asset Managment, Private Banking, Asset Management
Education
Case Western Reserve University School of Law 1981 — 1984
J.D.
Tufts University 1977 — 1981
B.A., Economics
Glenmede Trust Company February 2014 - Present
Glenmede February 2014 - February 2014
Key Bank 1999 - February 2014
Skills
Wealth Management, Estate Planning, Asset Allocation, Portfolio Management, Asset Managment, Private Banking, Asset Management
Education
Case Western Reserve University School of Law 1981 — 1984
J.D.
Tufts University 1977 — 1981
B.A., Economics
Nasir Otis's Glenmede Experience 2012 - 2013
Job Sr. Network Engineer
Industry Computer Networking
Experience
Insight Global September 2014 - Present
Bank of America September 2014 - March 2015
CoreDial, LLC December 2013 - May 2014
Atos Consulting March 2012 - April 2013
Glenmede 2012 - 2013
NeoWaveTek June 2011 - March 2012
SYNNEX 2009 - 2010
Sofwerks 2003 - 2004
Applied Financial Systems 1997 - 1998
Skills
Cisco, Network Engineering, Network Security, Network Design, Network Administration, Virtualization, Cloud Computing, Ruby, Cisco Technologies, Data Center, Switches, OSPF, Routing, WAN, VMware, Routers, BGP, EIGRP, Networking, Cisco Routers, Troubleshooting, QoS, Load Balancing, IPSec, ASA, Switching, Frame Relay, HSRP, Cisco ASA, Firewalls, Security, VoIP, Juniper Technologies, Linux
Education
Temple University 1989 — 1991
Management Information Systems, General
New Wave Computer Academy
Insight Global September 2014 - Present
Bank of America September 2014 - March 2015
CoreDial, LLC December 2013 - May 2014
Atos Consulting March 2012 - April 2013
Glenmede 2012 - 2013
NeoWaveTek June 2011 - March 2012
SYNNEX 2009 - 2010
Sofwerks 2003 - 2004
Applied Financial Systems 1997 - 1998
Skills
Cisco, Network Engineering, Network Security, Network Design, Network Administration, Virtualization, Cloud Computing, Ruby, Cisco Technologies, Data Center, Switches, OSPF, Routing, WAN, VMware, Routers, BGP, EIGRP, Networking, Cisco Routers, Troubleshooting, QoS, Load Balancing, IPSec, ASA, Switching, Frame Relay, HSRP, Cisco ASA, Firewalls, Security, VoIP, Juniper Technologies, Linux
Education
Temple University 1989 — 1991
Management Information Systems, General
New Wave Computer Academy
Michael McKiernan Michael McKiernan's Glenmede Experience March 2014 - Present
Job Vice President at Glenmede
Industry Financial Services
Experience
Glenmede March 2014 - Present
SEI Investments, Inc May 2010 - March 2014
SEI Investments, Inc August 2005 - May 2010
SEI Investments, Inc February 2004 - July 2005
PFPC, Inc June 2002 - February 2004
PFPC, Inc June 2000 - June 2002
Skills
Hedge Fund Accounting &..., Accounting, Auditing, Due Diligence, Financial Statements, Fund Accounting, Hedge Funds, Investments, Mutual Funds, Alternative Investments, Hedge Accounting
Education
Saint Joseph's University - Erivan K. Haub School of Business 2001 — 2003
M.B.A., Finance
Johnson & Wales University 1996 — 2000
B.S., Accounting
Glenmede March 2014 - Present
SEI Investments, Inc May 2010 - March 2014
SEI Investments, Inc August 2005 - May 2010
SEI Investments, Inc February 2004 - July 2005
PFPC, Inc June 2002 - February 2004
PFPC, Inc June 2000 - June 2002
Skills
Hedge Fund Accounting &..., Accounting, Auditing, Due Diligence, Financial Statements, Fund Accounting, Hedge Funds, Investments, Mutual Funds, Alternative Investments, Hedge Accounting
Education
Saint Joseph's University - Erivan K. Haub School of Business 2001 — 2003
M.B.A., Finance
Johnson & Wales University 1996 — 2000
B.S., Accounting
Debbie Bornholdt Debbie Bornholdt's Glenmede Experience March 2012 - June 2012
Job Retired HR Professional
Industry Human Resources
Experience
Retired 2014 - Present
The Titan Group April 2013 - Present
The Titan Group November 2012 - March 2013
Glenmede March 2012 - June 2012
Sheltering Arms Physical Rehabilitation Center June 2010 - December 2010
Glenmede Trust Company January 2010 - May 2010
Bernard Hodes Group May 2006 - March 2009
SunCom Wireless 2001 - 2006
QVC 1996 - 2001
Day & Zimmermann 1990 - 1996
Skills
Recruiting, Human Resources, Strategic Planning, Process Improvement, Workforce Planning, Employer Branding, Talent Management, Talent Acquisition, Change Management, Organizational..., Performance Management, Employee Relations, Personnel Management, Strategy, HR Policies, Employee Benefits, Hiring, Policy, Employee Engagement, Leadership Development, Organizational..., Leadership, Succession Planning, Temporary Placement, Payroll, Onboarding, HRIS, Business Development, CRM
Education
West Chester University of Pennsylvania 1987 — 2000
MSA, IO Psychology/ Business Administration
University of South Carolina-Columbia
Bachelor of Science (BS), Psychology/Biology
Retired 2014 - Present
The Titan Group April 2013 - Present
The Titan Group November 2012 - March 2013
Glenmede March 2012 - June 2012
Sheltering Arms Physical Rehabilitation Center June 2010 - December 2010
Glenmede Trust Company January 2010 - May 2010
Bernard Hodes Group May 2006 - March 2009
SunCom Wireless 2001 - 2006
QVC 1996 - 2001
Day & Zimmermann 1990 - 1996
Skills
Recruiting, Human Resources, Strategic Planning, Process Improvement, Workforce Planning, Employer Branding, Talent Management, Talent Acquisition, Change Management, Organizational..., Performance Management, Employee Relations, Personnel Management, Strategy, HR Policies, Employee Benefits, Hiring, Policy, Employee Engagement, Leadership Development, Organizational..., Leadership, Succession Planning, Temporary Placement, Payroll, Onboarding, HRIS, Business Development, CRM
Education
West Chester University of Pennsylvania 1987 — 2000
MSA, IO Psychology/ Business Administration
University of South Carolina-Columbia
Bachelor of Science (BS), Psychology/Biology
Samuel Gleit Samuel Gleit's Glenmede Experience May 2013 - August 2013
Job Analyst at J.P. Morgan
Industry Capital Markets
Experience
J.P. Morgan June 2014 - Present
Glenmede May 2013 - August 2013
The Rockledge Group February 2013 - May 2013
J.P. Morgan June 2012 - August 2012
Skills
Microsoft Excel, Quantitative Finance, Financial Modeling, R, Bloomberg Terminal, Hedge Funds, Valuation, C++, Fixed Income Analysis, Python, Fixed Income
Education
Stevens Institute of Technology 2010 — 2014
Bachelor's Degree, Quantitative Finance, GPA: 3.81
J.P. Morgan June 2014 - Present
Glenmede May 2013 - August 2013
The Rockledge Group February 2013 - May 2013
J.P. Morgan June 2012 - August 2012
Skills
Microsoft Excel, Quantitative Finance, Financial Modeling, R, Bloomberg Terminal, Hedge Funds, Valuation, C++, Fixed Income Analysis, Python, Fixed Income
Education
Stevens Institute of Technology 2010 — 2014
Bachelor's Degree, Quantitative Finance, GPA: 3.81
Gina Iadanza Gina Iadanza's Glenmede Experience September 2011 - March 2012
Job Sales Associate at Franklin Square Capital Partners
Industry Financial Services
Experience
Franklin Square Capital Partners January 2015 - Present
Morgan Stanley September 2013 - March 2014
JPMorgan Chase September 2012 - April 2013
Glenmede September 2011 - March 2012
Starbucks Coffee Company August 2008 - September 2011
Skills
Event Planning, Customer Service, Event Management, Marketing, Microsoft Excel, Microsoft Office, Training, Leadership, Advertising, Budgets, Project Management, Marketing Research, InDesign, Inventory Management, CRM databases, Risk Analysis, FactSet, Bloomberg Terminal, Consultative Selling, Sales Process
Education
Drexel University - College of Business and Administration 2010 — 2015
BSBA, Marketing and Finance, Junior
Charles University in Prague 2012 — 2012
Commack High School 2007 — 2010
Franklin Square Capital Partners January 2015 - Present
Morgan Stanley September 2013 - March 2014
JPMorgan Chase September 2012 - April 2013
Glenmede September 2011 - March 2012
Starbucks Coffee Company August 2008 - September 2011
Skills
Event Planning, Customer Service, Event Management, Marketing, Microsoft Excel, Microsoft Office, Training, Leadership, Advertising, Budgets, Project Management, Marketing Research, InDesign, Inventory Management, CRM databases, Risk Analysis, FactSet, Bloomberg Terminal, Consultative Selling, Sales Process
Education
Drexel University - College of Business and Administration 2010 — 2015
BSBA, Marketing and Finance, Junior
Charles University in Prague 2012 — 2012
Commack High School 2007 — 2010
Kimberly Grehl Kimberly Grehl's Glenmede Experience February 2013 - Present
Job Vice President, Mgr Compensation and Benefits
Industry Financial Services
Experience
Glenmede February 2013 - Present
Unisys November 2005 - September 2012
Henkel of America June 2003 - November 2005
Exelon Energy March 1995 - December 2001
GE Aerospace 1988 - 1995
Skills
International Rewards, Compensation Program..., HR Consulting, Due Diligence, Team Leadership, Rewards, Executive Pay, Deferred Compensation, Employee Benefits, Employee Relations, Compensation & Benefit, Job Evaluation, Leadership
Education
Cornell University - Johnson Graduate School of Management
MBA, Human Resource Management
William & Mary
BBA, Management
Glenmede February 2013 - Present
Unisys November 2005 - September 2012
Henkel of America June 2003 - November 2005
Exelon Energy March 1995 - December 2001
GE Aerospace 1988 - 1995
Skills
International Rewards, Compensation Program..., HR Consulting, Due Diligence, Team Leadership, Rewards, Executive Pay, Deferred Compensation, Employee Benefits, Employee Relations, Compensation & Benefit, Job Evaluation, Leadership
Education
Cornell University - Johnson Graduate School of Management
MBA, Human Resource Management
William & Mary
BBA, Management
Lauren Sapita's Glenmede Experience April 2009 - September 2009
Job Client Account Manager at Kapow Events
Industry Investment Management
Experience
Kapow February 2015 - Present
Aberdeen Asset Management June 2010 - March 2015
Glenmede April 2009 - September 2009
Skills
Event Management, Event Planning, Marketing, Management, Budgets, Customer Service, Contract Negotiation, Corporate Events, Community Outreach, Hotels, Project Planning, Hospitality Management, Social Media Marketing, Public Relations, Marketing Communications, Negotiation, Social Media, Food & Beverage, Time Management
Education
Drexel University 2006 — 2010
Bachelors of Arts, Hospitality Management
Catholic Central High School 2002 — 2006
Kapow February 2015 - Present
Aberdeen Asset Management June 2010 - March 2015
Glenmede April 2009 - September 2009
Skills
Event Management, Event Planning, Marketing, Management, Budgets, Customer Service, Contract Negotiation, Corporate Events, Community Outreach, Hotels, Project Planning, Hospitality Management, Social Media Marketing, Public Relations, Marketing Communications, Negotiation, Social Media, Food & Beverage, Time Management
Education
Drexel University 2006 — 2010
Bachelors of Arts, Hospitality Management
Catholic Central High School 2002 — 2006
Brandon Yoshimura Brandon Yoshimura's Glenmede Experience December 2013 - June 2014
Job MBA Candidate at The Wharton School
Industry Financial Services
Experience
Peter J. Solomon Company June 2015 - August 2015
Glenmede December 2013 - June 2014
Promosive June 2010 - November 2013
Skills
Social Media, Entrepreneurship, Start-ups
Education
University of Pennsylvania - The Wharton School 2014 — 2016
Master of Business Administration (M.B.A.), Finance, General
Brown University
Bachelor of Arts (B.A.), Political Theory
Peter J. Solomon Company June 2015 - August 2015
Glenmede December 2013 - June 2014
Promosive June 2010 - November 2013
Skills
Social Media, Entrepreneurship, Start-ups
Education
University of Pennsylvania - The Wharton School 2014 — 2016
Master of Business Administration (M.B.A.), Finance, General
Brown University
Bachelor of Arts (B.A.), Political Theory
A. Carolina Jolly, CFA A. Carolina Jolly, CFA's Glenmede Experience June 2013 - November 2013
Job Research Analyst at Gabelli & Co
Industry Investment Management
Experience
Gabelli June 2015 - Present
The Wharton School July 2013 - May 2015
First Investors June 2014 - August 2014
Glenmede June 2013 - November 2013
Glenmede August 2012 - November 2013
Glenmede Investment Management November 2011 - January 2013
Glenmede Investment Management November 2008 - October 2011
Skills
Equities, Investments, Financial Modeling, Private Equity, Corporate Finance, Securities, Series 63, Finance, Microsoft Excel, Asset Management
Education
University of Pennsylvania - The Wharton School 2013 — 2015
Master of Business Administration (MBA), Finance, Entrepreneurial Management
Williams College 2004 — 2008
BA, Economics
Tower Hill School 2000 — 2004
Gabelli June 2015 - Present
The Wharton School July 2013 - May 2015
First Investors June 2014 - August 2014
Glenmede June 2013 - November 2013
Glenmede August 2012 - November 2013
Glenmede Investment Management November 2011 - January 2013
Glenmede Investment Management November 2008 - October 2011
Skills
Equities, Investments, Financial Modeling, Private Equity, Corporate Finance, Securities, Series 63, Finance, Microsoft Excel, Asset Management
Education
University of Pennsylvania - The Wharton School 2013 — 2015
Master of Business Administration (MBA), Finance, Entrepreneurial Management
Williams College 2004 — 2008
BA, Economics
Tower Hill School 2000 — 2004
Richard Zitomer Richard Zitomer's Glenmede Experience June 2012 - August 2012
Job Data Analyst at Boost Media
Industry Internet
Experience
Boost Media May 2014 - Present
FindTheBest June 2013 - March 2014
University of Pennsylvania January 2013 - May 2013
Glenmede June 2012 - August 2012
Jefferies & Company June 2010 - July 2010
Skills
Data Analysis, Python, SQL, Matlab, Market Research, Research, Analysis, Bloomberg Terminal, Visual Basic, Microsoft Excel, Google Analytics, Google Adwords, Writing, PowerPoint, Microsoft Office, Decision Theory, Google Webmaster Tools
Education
University of Pennsylvania 2009 — 2013
Bachelor's Degree, Philosophy, Politics, and Economics
London School of Economics and Political Science 2011 — 2011
A+
Boost Media May 2014 - Present
FindTheBest June 2013 - March 2014
University of Pennsylvania January 2013 - May 2013
Glenmede June 2012 - August 2012
Jefferies & Company June 2010 - July 2010
Skills
Data Analysis, Python, SQL, Matlab, Market Research, Research, Analysis, Bloomberg Terminal, Visual Basic, Microsoft Excel, Google Analytics, Google Adwords, Writing, PowerPoint, Microsoft Office, Decision Theory, Google Webmaster Tools
Education
University of Pennsylvania 2009 — 2013
Bachelor's Degree, Philosophy, Politics, and Economics
London School of Economics and Political Science 2011 — 2011
A+
James Gregg's Glenmede Experience June 2012 - August 2012
Job Senior Audit Associate at KPMG US
Industry Accounting
Experience
KPMG US July 2015 - Present
KPMG US October 2013 - July 2015
SUNY College at Old Westbury August 2012 - August 2013
Glenmede June 2012 - August 2012
1-800 Flowers.com June 2011 - August 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Accounting, Financial Analysis, Customer Service, Access, Data Entry, QuickBooks, Outlook, Finance, ProSystem fx Tax, Taxwise, Auditing, Tax
Education
SUNY Old Westbury 2012 — 2013
Master of Science (MS), Accounting
Saint Joseph's University - Erivan K. Haub School of Business 2008 — 2012
BS, Accounting, 3.4
Chaminade High School 2004 — 2008
KPMG US July 2015 - Present
KPMG US October 2013 - July 2015
SUNY College at Old Westbury August 2012 - August 2013
Glenmede June 2012 - August 2012
1-800 Flowers.com June 2011 - August 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Accounting, Financial Analysis, Customer Service, Access, Data Entry, QuickBooks, Outlook, Finance, ProSystem fx Tax, Taxwise, Auditing, Tax
Education
SUNY Old Westbury 2012 — 2013
Master of Science (MS), Accounting
Saint Joseph's University - Erivan K. Haub School of Business 2008 — 2012
BS, Accounting, 3.4
Chaminade High School 2004 — 2008
Huldah A. Robertson's Glenmede Experience April 2004 - Present
Job Vice President of Business Development at Glenmede
Industry Investment Management
Experience
Glenmede April 2004 - Present
Glenmede May 1998 - April 2004
Skills
Endowments, Foundations, Ultra High Net Worth, High Net Worth..., Impact Investing, Estate Planning, Wealth Management, Personal Financial..., Investments, Financial Advisory, Asset Management, Alternative Investments, Business Development, Portfolio Management, Asset Allocation, Strategic Financial..., Hedge Funds, Investment Management, Planned Giving
Education
University of Pennsylvania
BA, Economics, English
University of Pennsylvania
Masters in Government Administration (MGA)
Glenmede April 2004 - Present
Glenmede May 1998 - April 2004
Skills
Endowments, Foundations, Ultra High Net Worth, High Net Worth..., Impact Investing, Estate Planning, Wealth Management, Personal Financial..., Investments, Financial Advisory, Asset Management, Alternative Investments, Business Development, Portfolio Management, Asset Allocation, Strategic Financial..., Hedge Funds, Investment Management, Planned Giving
Education
University of Pennsylvania
BA, Economics, English
University of Pennsylvania
Masters in Government Administration (MGA)
Bridget A. Pasapane's Glenmede Experience March 2010 - September 2011
Job Retail Advertising Services Administator (Account Rep.) at Wakefern Food Corp.
Industry Marketing and Advertising
Experience
Wakefern Food Corp. October 2013 - Present
RSVP PUBLICATIONS September 2011 - April 2013
Glenmede March 2010 - September 2011
RSVP Publications September 2004 - March 2010
RSVP Publications, Chester, NJ September 2004 - March 2010
Money Mailer 1995 - 2001
Gianettino & Meredith September 1986 - September 1990
Skills
Marketing Strategy, Marketing, Photoshop, CRM, Direct Mail, Copywriting, Sales, Event Planning, Management, Budgets, New Business Development, Social Media, Integrated Marketing, Marketing Communications, Advertising
Education
College of Saint Elizabeth 1982 — 1986
BA, Art
Wakefern Food Corp. October 2013 - Present
RSVP PUBLICATIONS September 2011 - April 2013
Glenmede March 2010 - September 2011
RSVP Publications September 2004 - March 2010
RSVP Publications, Chester, NJ September 2004 - March 2010
Money Mailer 1995 - 2001
Gianettino & Meredith September 1986 - September 1990
Skills
Marketing Strategy, Marketing, Photoshop, CRM, Direct Mail, Copywriting, Sales, Event Planning, Management, Budgets, New Business Development, Social Media, Integrated Marketing, Marketing Communications, Advertising
Education
College of Saint Elizabeth 1982 — 1986
BA, Art
Amy Hernandez Amy Hernandez's Glenmede Experience June 2009 - August 2009
Job MBA Candidate and Roy H. Park Leadership Fellow at Cornell University Johnson Graduate School of Management
Industry Financial Services
Experience
Hall Capital Partners LLC July 2014 - May 2015
Hall Capital Partners LLC May 2012 - June 2014
Maxus August 2011 - May 2012
Just Marketing International May 2010 - July 2010
Entercom January 2010 - February 2010
Glenmede June 2009 - August 2009
Skills
Business Development, Competitive Analysis, Data Analysis, Bloomberg, Analytics, Economics, Valuation, Equities, Portfolio Management, Social Media
Education
Cornell University - Johnson Graduate School of Management 2015 — 2017
Master of Business Administration (M.B.A.)
Colby College 2007 — 2011
Bachelors, Economics
Stockholm University 2009 — 2009
Economics, Globalization
Hall Capital Partners LLC July 2014 - May 2015
Hall Capital Partners LLC May 2012 - June 2014
Maxus August 2011 - May 2012
Just Marketing International May 2010 - July 2010
Entercom January 2010 - February 2010
Glenmede June 2009 - August 2009
Skills
Business Development, Competitive Analysis, Data Analysis, Bloomberg, Analytics, Economics, Valuation, Equities, Portfolio Management, Social Media
Education
Cornell University - Johnson Graduate School of Management 2015 — 2017
Master of Business Administration (M.B.A.)
Colby College 2007 — 2011
Bachelors, Economics
Stockholm University 2009 — 2009
Economics, Globalization
Laura LaRosa's Glenmede Experience January 2012 - Present
Job Director of Portfolio Management at Glenmede
Industry Investment Management
Experience
Glenmede January 2012 - Present
Skills
Fixed Income, Asset Management, Finance, Management, Investments, Portfolio Management
Education
University of Pennsylvania
BA, Political Science
Glenmede January 2012 - Present
Skills
Fixed Income, Asset Management, Finance, Management, Investments, Portfolio Management
Education
University of Pennsylvania
BA, Political Science
Erik H. Hagar, CFA's Glenmede Experience 1996 - 2005
Job Investment Management & Research
Industry Financial Services
Experience
Berwyn, Pa 2014 - Present
Vanguard 2005 - 2014
CFA Society of Philadelphia 2005 - 2006
Glenmede 1996 - 2005
Skills
Investments, Mutual Funds, Asset Allocation, Series 63, Investment Strategies, Equities, Portfolio Management, Asset Management, Alternative Investments, Investment Management, ETFs, Securities, Wealth Management, Retirement, Bloomberg
Education
Bucknell University
BS, Business Administration
Berwyn, Pa 2014 - Present
Vanguard 2005 - 2014
CFA Society of Philadelphia 2005 - 2006
Glenmede 1996 - 2005
Skills
Investments, Mutual Funds, Asset Allocation, Series 63, Investment Strategies, Equities, Portfolio Management, Asset Management, Alternative Investments, Investment Management, ETFs, Securities, Wealth Management, Retirement, Bloomberg
Education
Bucknell University
BS, Business Administration
Carla Ortega's Glenmede Experience June 2010 - December 2010
Job Strategic Planning at Fundacion Chana y Samuel Levis
Industry Management Consulting
Experience
Fundacion Chana y Samuel Levis July 2014 - Present
Boys and Girls Club of Puerto Rico June 2013 - July 2013
Rodriguez Fernandez Law Offices July 2011 - July 2013
Glenmede June 2010 - December 2010
Skills
Public Speaking, Leadership Development, Strategic Planning, Project Management, PowerPoint, Microsoft Office, Coaching, Employee Engagement, Recruiting, Organizational..., Time Management, Event Planning, Change Management, Research, Career Counseling, Team Leadership, Training, Microsoft Word, Management Consulting, Leadership, Performance Management, Strategy, Employee Training, Talent Management, English, Team Building, SPSS, Analysis, Social Networking, Personnel Management, Employee Relations, New Business Development, Management, Customer Service, Contract Negotiation, HR Consulting, Marketing, Succession Planning, Onboarding, Job Analysis, Public Relations, Market Research, Career Development, Emotional Intelligence
Education
Carlos Albizu University - San Juan Campus 2013 — 2017
PhD Industrial Organizational Psychology, Psychology
Carlos Albizu University - San Juan Campus 2011 — 2013
Master of Science (M.S.) Industrial Organizational Psychology
Villanova University 2007 — 2011
BA, Psychology
Universidad Complutense de Madrid 2010 — 2010
Colegio Marista High School 2000 — 2007
Fundacion Chana y Samuel Levis July 2014 - Present
Boys and Girls Club of Puerto Rico June 2013 - July 2013
Rodriguez Fernandez Law Offices July 2011 - July 2013
Glenmede June 2010 - December 2010
Skills
Public Speaking, Leadership Development, Strategic Planning, Project Management, PowerPoint, Microsoft Office, Coaching, Employee Engagement, Recruiting, Organizational..., Time Management, Event Planning, Change Management, Research, Career Counseling, Team Leadership, Training, Microsoft Word, Management Consulting, Leadership, Performance Management, Strategy, Employee Training, Talent Management, English, Team Building, SPSS, Analysis, Social Networking, Personnel Management, Employee Relations, New Business Development, Management, Customer Service, Contract Negotiation, HR Consulting, Marketing, Succession Planning, Onboarding, Job Analysis, Public Relations, Market Research, Career Development, Emotional Intelligence
Education
Carlos Albizu University - San Juan Campus 2013 — 2017
PhD Industrial Organizational Psychology, Psychology
Carlos Albizu University - San Juan Campus 2011 — 2013
Master of Science (M.S.) Industrial Organizational Psychology
Villanova University 2007 — 2011
BA, Psychology
Universidad Complutense de Madrid 2010 — 2010
Colegio Marista High School 2000 — 2007
Dennis Riley Dennis Riley's Glenmede Experience June 1988 - Present
Job Vice President at Glenmede
Industry Investment Management
Experience
Glenmede June 1988 - Present
Janney Montgomery Scott LLC June 1986 - June 1988
Skills
Alternative Investments, Asset Management, Investments, Asset Allocation, Equities, Wealth Management, Hedge Funds, Portfolio Management, Fixed Income, Investment Management, Management, Mutual Funds, Local Government, Finance
Education
Saint Joseph's University 1985 — 1991
Bachelor's Degree, Finance and Financial Management Services
Glenmede June 1988 - Present
Janney Montgomery Scott LLC June 1986 - June 1988
Skills
Alternative Investments, Asset Management, Investments, Asset Allocation, Equities, Wealth Management, Hedge Funds, Portfolio Management, Fixed Income, Investment Management, Management, Mutual Funds, Local Government, Finance
Education
Saint Joseph's University 1985 — 1991
Bachelor's Degree, Finance and Financial Management Services
Rachel Maniloff's Glenmede Experience December 2012 - January 2013
Job Human Resources Rotation Program Associate at Capital One
Industry Human Resources
Experience
Capital One July 2015 - Present
Boeing May 2014 - August 2014
Cornell Concert Commission January 2013 - December 2013
Comcast May 2013 - August 2013
Glenmede December 2012 - January 2013
National Constitution Center May 2012 - August 2012
Skills
Event Planning, Non-profits, Fundraising, Research, Public Speaking, Microsoft Office, PowerPoint, Social Media, LexisNexis, French, Hospitality, Recruiting, Nonprofits, Program Management, Training, Human Resources
Education
Cornell University 2011 — 2015
BS, Industrial and Labor Relations
University of Warwick - Warwick Business School
Lower Merion High School 2007 — 2011
Capital One July 2015 - Present
Boeing May 2014 - August 2014
Cornell Concert Commission January 2013 - December 2013
Comcast May 2013 - August 2013
Glenmede December 2012 - January 2013
National Constitution Center May 2012 - August 2012
Skills
Event Planning, Non-profits, Fundraising, Research, Public Speaking, Microsoft Office, PowerPoint, Social Media, LexisNexis, French, Hospitality, Recruiting, Nonprofits, Program Management, Training, Human Resources
Education
Cornell University 2011 — 2015
BS, Industrial and Labor Relations
University of Warwick - Warwick Business School
Lower Merion High School 2007 — 2011
Michele Entenman's Glenmede Experience October 2010 - February 2011
Job Actively Looking For New Opportunity Within Center City
Industry Executive Office
Experience
Actively Seeking New Opportunity within the Philadelphia area January 2015 - Present
JEVS Human Services December 2013 - June 2014
Aqua America June 2011 - October 2013
Glenmede October 2010 - February 2011
Comcast March 2010 - July 2010
Day & Zimmermann March 2009 - December 2009
Wyeth January 1999 - July 2008
Skills
Onboarding, PeopleSoft, HRIS, Data Management, Project Management, Process Improvement, Vendor Management, Change Management, Travel Arrangements, Confidentiality, Organizational..., Employee Benefits, Office Administration, Database Administration, Talent Management, Executive Support, MS Project, Office Management, Document Management, Event Management, Social Networking, Organizational..., Fundraising
Education
Regent University 1994 — 1996
Master of Arts (M.A.), TV and Film Production
West Chester University of Pennsylvania 1989 — 1993
BA Communications, Business/Corporate Communications
Actively Seeking New Opportunity within the Philadelphia area January 2015 - Present
JEVS Human Services December 2013 - June 2014
Aqua America June 2011 - October 2013
Glenmede October 2010 - February 2011
Comcast March 2010 - July 2010
Day & Zimmermann March 2009 - December 2009
Wyeth January 1999 - July 2008
Skills
Onboarding, PeopleSoft, HRIS, Data Management, Project Management, Process Improvement, Vendor Management, Change Management, Travel Arrangements, Confidentiality, Organizational..., Employee Benefits, Office Administration, Database Administration, Talent Management, Executive Support, MS Project, Office Management, Document Management, Event Management, Social Networking, Organizational..., Fundraising
Education
Regent University 1994 — 1996
Master of Arts (M.A.), TV and Film Production
West Chester University of Pennsylvania 1989 — 1993
BA Communications, Business/Corporate Communications
Gladys Guardia's Glenmede Experience September 2013 - July 2014
Job HRIS Specialist at Morgan, Lewis & Bockius LLP
Industry Information Technology and Services
Experience
Morgan, Lewis & Bockius LLP July 2014 - Present
Glenmede September 2013 - July 2014
Temple University December 2012 - May 2014
Temple University October 2011 - September 2013
PPL Corporation May 2013 - August 2013
Temple University August 2012 - December 2012
ATD-American July 2012 - October 2012
Get The Picture Corporation July 2011 - August 2012
Get The Picture Corporation June 2011 - July 2011
Skills
Kronos, Lawson HRIS, Ceridian, Microsoft Office, Data Entry, PowerPoint, Facebook, Access, Microsoft Word, Outlook, Microsoft Excel, OS X, Spanish, Social Networking, Time Management, MySQL WorkBench, SAS, Customer Service, Social Media, WordPress, Workbench, Research, MS Excel Pivot Tables, TeamMate
Education
Temple University - Fox School of Business and Management 2014 — 2016
MS, IT Auditing And Cyber Security
Temple University - Fox School of Business & Management 2010 — 2014
Bachelor of Business Administration (BBA), Management Information Systems, General/ Human Resource Management, General
Northampton Community College
Morgan, Lewis & Bockius LLP July 2014 - Present
Glenmede September 2013 - July 2014
Temple University December 2012 - May 2014
Temple University October 2011 - September 2013
PPL Corporation May 2013 - August 2013
Temple University August 2012 - December 2012
ATD-American July 2012 - October 2012
Get The Picture Corporation July 2011 - August 2012
Get The Picture Corporation June 2011 - July 2011
Skills
Kronos, Lawson HRIS, Ceridian, Microsoft Office, Data Entry, PowerPoint, Facebook, Access, Microsoft Word, Outlook, Microsoft Excel, OS X, Spanish, Social Networking, Time Management, MySQL WorkBench, SAS, Customer Service, Social Media, WordPress, Workbench, Research, MS Excel Pivot Tables, TeamMate
Education
Temple University - Fox School of Business and Management 2014 — 2016
MS, IT Auditing And Cyber Security
Temple University - Fox School of Business & Management 2010 — 2014
Bachelor of Business Administration (BBA), Management Information Systems, General/ Human Resource Management, General
Northampton Community College
Susan Mucciarone Susan Mucciarone's Glenmede Experience November 2010 - Present
Job Managing Director, Wealth Advisory
Industry Financial Services
Experience
Glenmede November 2010 - Present
Wells Fargo April 2007 - January 2009
Wachovia, A Wells Fargo Company April 2007 - January 2009
Skills
Wealth, Wealth Management, Asset Allocation, Investments, Asset Management, Alternative Investments, Investment Advisory, Portfolio Management, Investment Management, Strategic Financial..., Equities
Education
Weatherhead School of Management at Case Western Reserve University 1980 — 1984
MBA
Bowling Green State University 1975 — 1979
BSBA, Accounting
Glenmede November 2010 - Present
Wells Fargo April 2007 - January 2009
Wachovia, A Wells Fargo Company April 2007 - January 2009
Skills
Wealth, Wealth Management, Asset Allocation, Investments, Asset Management, Alternative Investments, Investment Advisory, Portfolio Management, Investment Management, Strategic Financial..., Equities
Education
Weatherhead School of Management at Case Western Reserve University 1980 — 1984
MBA
Bowling Green State University 1975 — 1979
BSBA, Accounting
Ariel Anderson, CTFA's Glenmede Experience June 2011 - August 2014
Job Relationship Management Associate at Crestwood Advisors LLC
Industry Investment Management
Experience
Crestwood Advisors LLC September 2014 - Present
Glenmede June 2011 - August 2014
UBS January 2010 - August 2010
Goldman Sachs July 2008 - December 2008
Education
Northeastern University 2006 — 2011
Bachelor of Science in International Business, Finance and Spanish
Universidad Pontificia Comillas 2009 — 2010
International Business
Boston University
Boston University
Cannon Financial Institute
Certified Trust and Financial Advisor (CTFA)
Crestwood Advisors LLC September 2014 - Present
Glenmede June 2011 - August 2014
UBS January 2010 - August 2010
Goldman Sachs July 2008 - December 2008
Education
Northeastern University 2006 — 2011
Bachelor of Science in International Business, Finance and Spanish
Universidad Pontificia Comillas 2009 — 2010
International Business
Boston University
Boston University
Cannon Financial Institute
Certified Trust and Financial Advisor (CTFA)
Hobie Porter's Glenmede Experience 2004 - Present
Job Vice President at Glenmede Trust Company
Industry Financial Services
Experience
Glenmede Trust Company August 2004 - Present
Glenmede 2004 - Present
The Haverford School October 1990 - August 2004
Skills
Endowments, Philanthropy, Asset Allocation, Alternative Investments, Asset Managment, Bloomberg, Fundraising, Investment Strategies, Series 7, Equities, Asset Management, Wealth Management, Estate Planning, Investment Management, Hedge Funds, Equity Research, Fixed Income, Retirement Planning, Investment Advisory, Mutual Funds, High Net Worth..., Series 63, Wealth Management..., Portfolio Management, Investments, Securities, Bonds, Financial Advisory, Wealth, Financial Services, Private Equity, Valuation, Trading, Strategic Financial..., ETFs, Due Diligence, Capital Markets, Financial Modeling, Uniform Combined State..., Trading Systems
Education
University of Pennsylvania - The Wharton School 1980 — 1982
MBA, Finance
Trinity College-Hartford 1972 — 1976
BA, Modern Languages
The Haverford School 1959 — 1972
Glenmede Trust Company August 2004 - Present
Glenmede 2004 - Present
The Haverford School October 1990 - August 2004
Skills
Endowments, Philanthropy, Asset Allocation, Alternative Investments, Asset Managment, Bloomberg, Fundraising, Investment Strategies, Series 7, Equities, Asset Management, Wealth Management, Estate Planning, Investment Management, Hedge Funds, Equity Research, Fixed Income, Retirement Planning, Investment Advisory, Mutual Funds, High Net Worth..., Series 63, Wealth Management..., Portfolio Management, Investments, Securities, Bonds, Financial Advisory, Wealth, Financial Services, Private Equity, Valuation, Trading, Strategic Financial..., ETFs, Due Diligence, Capital Markets, Financial Modeling, Uniform Combined State..., Trading Systems
Education
University of Pennsylvania - The Wharton School 1980 — 1982
MBA, Finance
Trinity College-Hartford 1972 — 1976
BA, Modern Languages
The Haverford School 1959 — 1972
Lisa Prickril Lisa Prickril's Glenmede Experience December 2009 - February 2010
Job Events Coordinator at Ballard Spahr LLP
Industry Events Services
Experience
Ballard Spahr LLP August 2012 - Present
Delaware State Chamber of Commerce June 2011 - August 2012
Delaware State Chamber of Commerce January 2011 - June 2011
Port Royal Restaurant June 2009 - August 2010
Glenmede December 2009 - February 2010
Skills
Ability to interact..., Event Planning, Event Management, Microsoft Office, Database experience..., Marketing, Public Relations, Sponsorship, Customer Service
Education
University of Delaware - Lerner College of Business and Economics 2007 — 2011
Bachelor of Science, Marketing
Cherokee High School 2003 — 2007
Ballard Spahr LLP August 2012 - Present
Delaware State Chamber of Commerce June 2011 - August 2012
Delaware State Chamber of Commerce January 2011 - June 2011
Port Royal Restaurant June 2009 - August 2010
Glenmede December 2009 - February 2010
Skills
Ability to interact..., Event Planning, Event Management, Microsoft Office, Database experience..., Marketing, Public Relations, Sponsorship, Customer Service
Education
University of Delaware - Lerner College of Business and Economics 2007 — 2011
Bachelor of Science, Marketing
Cherokee High School 2003 — 2007
Stephanie Neidig Stephanie Neidig's Glenmede Experience April 2010 - June 2011
Job Product Marketing Manager at Addepar
Industry Computer Software
Experience
Addepar February 2015 - Present
Wetherby Asset Management December 2014 - February 2015
Wetherby Asset Management December 2012 - December 2014
Wetherby Asset Management June 2011 - December 2012
Glenmede April 2010 - June 2011
Barclays September 2008 - April 2010
Lehman Brothers June 2008 - September 2008
Lehman Brothers June 2007 - August 2007
Skills
Bloomberg, Investments, Financial Modeling, Asset Allocation, Portfolio Management, Investment Management, Mutual Funds, Capital Markets, Financial Analysis, Asset Management, Private Equity, Valuation, Hedge Funds, Equities, Strategy
Education
Princeton University 2004 — 2008
A.B., Politics (Cum Laude)
Sacred Heart School 2000 — 2004
Addepar February 2015 - Present
Wetherby Asset Management December 2014 - February 2015
Wetherby Asset Management December 2012 - December 2014
Wetherby Asset Management June 2011 - December 2012
Glenmede April 2010 - June 2011
Barclays September 2008 - April 2010
Lehman Brothers June 2008 - September 2008
Lehman Brothers June 2007 - August 2007
Skills
Bloomberg, Investments, Financial Modeling, Asset Allocation, Portfolio Management, Investment Management, Mutual Funds, Capital Markets, Financial Analysis, Asset Management, Private Equity, Valuation, Hedge Funds, Equities, Strategy
Education
Princeton University 2004 — 2008
A.B., Politics (Cum Laude)
Sacred Heart School 2000 — 2004
Geoff Deasey Geoff Deasey's Glenmede Experience May 2004 - March 2008
Job Managing Director, AUA Capital Management
Industry Financial Services
Experience
Chester County Asset Management October 2011 - Present
Legg Mason, Global Currents Investment Management March 2008 - April 2011
Glenmede May 2004 - March 2008
Brown Brothers Harriman February 1999 - November 2003
Corestates Capital Advisors 1988 - 1992
Merrill Lynch 1984 - 1989
Skills
Sales Management, Business Relationship..., Team Management, Team Building, Key Account Management, Mentoring, New Business Development, Investments, Management, Sales, Equities, Relationship Management, Marketing, Strategic Planning, Asset Management, Portfolio Management, Series 7
Education
University of Pennsylvania
BA, Political Science & Sociology
Widener University School of Law
JD
Chester County Asset Management October 2011 - Present
Legg Mason, Global Currents Investment Management March 2008 - April 2011
Glenmede May 2004 - March 2008
Brown Brothers Harriman February 1999 - November 2003
Corestates Capital Advisors 1988 - 1992
Merrill Lynch 1984 - 1989
Skills
Sales Management, Business Relationship..., Team Management, Team Building, Key Account Management, Mentoring, New Business Development, Investments, Management, Sales, Equities, Relationship Management, Marketing, Strategic Planning, Asset Management, Portfolio Management, Series 7
Education
University of Pennsylvania
BA, Political Science & Sociology
Widener University School of Law
JD
Cochleen Baker Sands Cochleen Baker Sands's Glenmede Experience February 2012 - June 2012
Job Senior Manager, Content Manager at AXA US
Industry Marketing and Advertising
Experience
AXA US December 2014 - Present
The Glenmede Trust Company, N.A. June 2012 - December 2014
Glenmede February 2012 - June 2012
Lipper Advisory Services September 2005 - December 2011
Albright College June 2011 - August 2011
The Hoop Group May 2011 - August 2011
New Jersey Sports and Exposition Authority January 2011 - May 2011
Smith Talent Group January 2006 - April 2008
Young Playwrights Inc. January 2006 - May 2006
Skills
Direct Mail Campaigns, Social Media Marketing, Microsoft Excel, Social Networking, Digital Marketing, Digital Media, Event Planning, Event Management, Social Media, Cause Marketing, Team Building, Mac, Microsoft Office, Writing Skills, Public Speaking, Public Relations, Marketing Strategy, Marketing Communications, Sports Marketing, Newsletters, Management, Newsletter Production, Editorial Consulting, Project Management, Copywriting, Corporate Communications, SEO, Web Analytics, RFP Generation, CRM, Onyx CRM, Department Budgeting, Adobe Creative Suite, Project Coordination, Event Marketing, Team Management, Team Leadership, Presentation Development, Editing, Project Planning, Analytics, Media Relations, Advertising, Marketing, Writing
Education
Seton Hall University 2010 — 2012
MBA, Marketing, 3.7
Drew University 2002 — 2006
Bachelors, Theatre
Central Catholic
Central Catholic
AXA US December 2014 - Present
The Glenmede Trust Company, N.A. June 2012 - December 2014
Glenmede February 2012 - June 2012
Lipper Advisory Services September 2005 - December 2011
Albright College June 2011 - August 2011
The Hoop Group May 2011 - August 2011
New Jersey Sports and Exposition Authority January 2011 - May 2011
Smith Talent Group January 2006 - April 2008
Young Playwrights Inc. January 2006 - May 2006
Skills
Direct Mail Campaigns, Social Media Marketing, Microsoft Excel, Social Networking, Digital Marketing, Digital Media, Event Planning, Event Management, Social Media, Cause Marketing, Team Building, Mac, Microsoft Office, Writing Skills, Public Speaking, Public Relations, Marketing Strategy, Marketing Communications, Sports Marketing, Newsletters, Management, Newsletter Production, Editorial Consulting, Project Management, Copywriting, Corporate Communications, SEO, Web Analytics, RFP Generation, CRM, Onyx CRM, Department Budgeting, Adobe Creative Suite, Project Coordination, Event Marketing, Team Management, Team Leadership, Presentation Development, Editing, Project Planning, Analytics, Media Relations, Advertising, Marketing, Writing
Education
Seton Hall University 2010 — 2012
MBA, Marketing, 3.7
Drew University 2002 — 2006
Bachelors, Theatre
Central Catholic
Central Catholic
Alex Gerson Alex Gerson's Glenmede Experience 2011 - 2011
Job Associate at Pomona Capital
Industry Financial Services
Experience
Pomona Capital March 2015 - Present
Pomona Capital July 2014 - Present
Mitsubishi UFJ Securities (USA), Inc. August 2013 - July 2014
The Daily Princetonian January 2012 - February 2013
Janney Montgomery Scott June 2012 - August 2012
The Daily Princetonian April 2010 - January 2012
Glenmede 2011 - 2011
Congressman Joe Sestak June 2010 - September 2010
Skills
Investment Banking, Spanish, Business Management..., Finance, Trombone, Managing Accounts, Social Media, Research, Tuba, Motorcycle, Speed Reading, Hedge Funds, Capital Markets, Economics, PowerPoint
Education
Princeton University 2009 — 2013
AB, History
Lower Merion High SchoolArdmore 2005 — 2009
Pomona Capital March 2015 - Present
Pomona Capital July 2014 - Present
Mitsubishi UFJ Securities (USA), Inc. August 2013 - July 2014
The Daily Princetonian January 2012 - February 2013
Janney Montgomery Scott June 2012 - August 2012
The Daily Princetonian April 2010 - January 2012
Glenmede 2011 - 2011
Congressman Joe Sestak June 2010 - September 2010
Skills
Investment Banking, Spanish, Business Management..., Finance, Trombone, Managing Accounts, Social Media, Research, Tuba, Motorcycle, Speed Reading, Hedge Funds, Capital Markets, Economics, PowerPoint
Education
Princeton University 2009 — 2013
AB, History
Lower Merion High SchoolArdmore 2005 — 2009
Thomas Pritchard Thomas Pritchard's Glenmede Experience September 2014 - Present
Job Trust and Estate Settlement Services Assistant
Industry Financial Services
Experience
Glenmede September 2014 - Present
Glenmede Trust Company November 2013 - August 2014
Glenmede Trust Company December 2012 - September 2013
Fred Johnson and Company March 2012 - October 2012
Campaign for Working Families February 2012 - April 2012
Law Offices of Barry Pritchard February 2012 - March 2012
Clean Cut Lawns, LLC. April 2011 - December 2011
Progressive Futures October 2010 - November 2010
Flying Moose Lodge June 2007 - August 2010
Marshall, Dennehey, Warner, Coleman & Goggin June 2006 - August 2006
Education
Muhlenberg College 2006 — 2010
BA, History
Glenmede September 2014 - Present
Glenmede Trust Company November 2013 - August 2014
Glenmede Trust Company December 2012 - September 2013
Fred Johnson and Company March 2012 - October 2012
Campaign for Working Families February 2012 - April 2012
Law Offices of Barry Pritchard February 2012 - March 2012
Clean Cut Lawns, LLC. April 2011 - December 2011
Progressive Futures October 2010 - November 2010
Flying Moose Lodge June 2007 - August 2010
Marshall, Dennehey, Warner, Coleman & Goggin June 2006 - August 2006
Education
Muhlenberg College 2006 — 2010
BA, History
Emily Vogel's Glenmede Experience May 2010 - August 2010
Job Consultant at Vantage Partners
Industry Management Consulting
Experience
Vantage Partners September 2014 - Present
Accenture January 2011 - September 2014
Glenmede May 2010 - August 2010
EC Harris November 2009 - December 2009
Skills
Knowledge Transfer, Project Status Reporting, Project Management, Employee Evaluation, Training, Business Process Design, Business Analysis, Business Intelligence, Microsoft Excel, Data Analysis, Consulting, Microsoft Office, CRM, Management Consulting, Program Management, PowerPoint, Management, Strategy, Leadership, Analysis, Change Management, Business Process...
Education
Boston University 2007 — 2011
B.A., Economics, International Relations
Vantage Partners September 2014 - Present
Accenture January 2011 - September 2014
Glenmede May 2010 - August 2010
EC Harris November 2009 - December 2009
Skills
Knowledge Transfer, Project Status Reporting, Project Management, Employee Evaluation, Training, Business Process Design, Business Analysis, Business Intelligence, Microsoft Excel, Data Analysis, Consulting, Microsoft Office, CRM, Management Consulting, Program Management, PowerPoint, Management, Strategy, Leadership, Analysis, Change Management, Business Process...
Education
Boston University 2007 — 2011
B.A., Economics, International Relations
Jaclyn Moran Jaclyn Moran's Glenmede Experience May 2007 - Present
Job Wealth Administrator at Glenmede
Industry Investment Management
Experience
Glenmede May 2007 - Present
New York State Assembly January 2006 - May 2007
Skills
Policy Analysis, Microsoft Excel, Microsoft Office, Public Speaking
Education
Syracuse University - Maxwell School 2002 — 2005
B.S., Political Science
Canandaigua Academy
Glenmede May 2007 - Present
New York State Assembly January 2006 - May 2007
Skills
Policy Analysis, Microsoft Excel, Microsoft Office, Public Speaking
Education
Syracuse University - Maxwell School 2002 — 2005
B.S., Political Science
Canandaigua Academy
Anubhav Maheshwari's Glenmede Experience May 2013 - December 2013
Job Analyst, Technology Investment Banking at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley June 2015 - Present
Whale Path, Inc. July 2013 - May 2015
Weiss Tech House Innovation Fund May 2013 - May 2015
Credit Suisse June 2014 - August 2014
Glenmede May 2013 - December 2013
Greentech Capital Advisors May 2012 - July 2012
Quewey, Inc January 2012 - May 2012
IBM June 2009 - August 2011
Skills
Competitive Analysis, Social Media, Cloud Computing, Marketing, Project Management, Leadership, Analysis, Entrepreneurship, Strategy, Data Analysis, Management, Start-ups, Mergers & Acquisitions, Venture Capital
Education
University of Pennsylvania 2011 — 2015
BS.Engineering
University of Pennsylvania - The Wharton School 2011 — 2015
BS.Economics
Zurich International School 2007 — 2011
High School Diploma with Honors
Morgan Stanley June 2015 - Present
Whale Path, Inc. July 2013 - May 2015
Weiss Tech House Innovation Fund May 2013 - May 2015
Credit Suisse June 2014 - August 2014
Glenmede May 2013 - December 2013
Greentech Capital Advisors May 2012 - July 2012
Quewey, Inc January 2012 - May 2012
IBM June 2009 - August 2011
Skills
Competitive Analysis, Social Media, Cloud Computing, Marketing, Project Management, Leadership, Analysis, Entrepreneurship, Strategy, Data Analysis, Management, Start-ups, Mergers & Acquisitions, Venture Capital
Education
University of Pennsylvania 2011 — 2015
BS.Engineering
University of Pennsylvania - The Wharton School 2011 — 2015
BS.Economics
Zurich International School 2007 — 2011
High School Diploma with Honors
Danielle Seaman's Glenmede Experience April 2012 - September 2012
Job Sales Coordinator at Embassy Suites
Industry Hospitality
Experience
Embassy Suites September 2014 - Present
Hampton Inn Philadelphia Center City - Convention Center September 2013 - September 2014
White Horse Village October 2011 - August 2013
Glenmede April 2012 - September 2012
The Deck at Harbor Point April 2010 - January 2011
Skills
Software: Microsoft..., Organization: Planning,..., Creative: Decorating,..., PowerPoint, Excel, Microsoft Office, Software, Microsoft Word, Time Management, Social Media Marketing, Blogging, Public Relations, Marketing
Education
Drexel University 2009 — 2013
Bachelor of Science, Hospitality Management
Embassy Suites September 2014 - Present
Hampton Inn Philadelphia Center City - Convention Center September 2013 - September 2014
White Horse Village October 2011 - August 2013
Glenmede April 2012 - September 2012
The Deck at Harbor Point April 2010 - January 2011
Skills
Software: Microsoft..., Organization: Planning,..., Creative: Decorating,..., PowerPoint, Excel, Microsoft Office, Software, Microsoft Word, Time Management, Social Media Marketing, Blogging, Public Relations, Marketing
Education
Drexel University 2009 — 2013
Bachelor of Science, Hospitality Management
Bob Luciani Bob Luciani's Glenmede Experience May 2001 - May 2006
Job Sr Systems Engineer at Intelligent Networks, Inc.
Industry Information Technology and Services
Experience
Intelligent Networks Inc November 2014 - Present
PMA Companies July 2013 - August 2014
Fox Chase Bank February 2011 - July 2013
Conner Strong January 2009 - August 2011
Max Specialty Insurance Company 2008 - 2009
United America Insurance Group May 2006 - January 2008
Glenmede May 2001 - May 2006
Skills
Project Management, SharePoint, Microsoft SQL Server, Active Directory, Data Center, Virtualization, Disaster Recovery, Process Improvement, Vendor Management, Business Analysis, SQL, VMware, Access, Windows Server, Visio, Enterprise Architecture, Integration, Servers, Networking, IT Strategy, IT Management, Security, Microsoft Exchange, System Administration, Operating Systems, VBScript, Troubleshooting, Information Technology, Windows, Storage, Technical Support, VoIP, Management, Lotus Notes, Change Management
Education
Penn State 1993 — 1997
AS, Electrical Engineering
Intelligent Networks Inc November 2014 - Present
PMA Companies July 2013 - August 2014
Fox Chase Bank February 2011 - July 2013
Conner Strong January 2009 - August 2011
Max Specialty Insurance Company 2008 - 2009
United America Insurance Group May 2006 - January 2008
Glenmede May 2001 - May 2006
Skills
Project Management, SharePoint, Microsoft SQL Server, Active Directory, Data Center, Virtualization, Disaster Recovery, Process Improvement, Vendor Management, Business Analysis, SQL, VMware, Access, Windows Server, Visio, Enterprise Architecture, Integration, Servers, Networking, IT Strategy, IT Management, Security, Microsoft Exchange, System Administration, Operating Systems, VBScript, Troubleshooting, Information Technology, Windows, Storage, Technical Support, VoIP, Management, Lotus Notes, Change Management
Education
Penn State 1993 — 1997
AS, Electrical Engineering
Angela K. Rivers's Glenmede Experience 2011 - 2012
Job Development & Alumni Relations at University of Pennsylvania Law School
Industry Higher Education
Experience
University of Pennsylvania Law School 2014 - Present
Walker Nell Partners, Inc. 2009 - 2014
Glenmede 2011 - 2012
Philadelphia District Attorney's Office 2008 - 2008
Fuqua School of Business 2005 - 2005
Duke University 2005 - 2005
Skills
Strategic Planning, Grants, Analysis, Budgets, Public Speaking, Philanthropy, Event Management, Foundation Management, Private Foundations, Financial Advisory, Asset Managment, Financial Services, Account Reconciliation, Management Consulting, Trust Administration, Client Services, Microsoft Office
Education
Duke University 2004 — 2008
J.R. Masterman High School 2000 — 2004
University of Pennsylvania Law School 2014 - Present
Walker Nell Partners, Inc. 2009 - 2014
Glenmede 2011 - 2012
Philadelphia District Attorney's Office 2008 - 2008
Fuqua School of Business 2005 - 2005
Duke University 2005 - 2005
Skills
Strategic Planning, Grants, Analysis, Budgets, Public Speaking, Philanthropy, Event Management, Foundation Management, Private Foundations, Financial Advisory, Asset Managment, Financial Services, Account Reconciliation, Management Consulting, Trust Administration, Client Services, Microsoft Office
Education
Duke University 2004 — 2008
J.R. Masterman High School 2000 — 2004
Jessica Leighton's Glenmede Experience January 2013 - Present
Job Senior Associate, Wealth Advsiory at Glenmede
Industry Financial Services
Experience
Glenmede January 2013 - Present
Ainsman, Levine & Drexler LLC November 2010 - May 2012
Office of the State Attorney for the 19th Judicial District July 2010 - July 2010
Skills
Legal Research, Legal Writing, Westlaw, Personal Injury, Trials, Pleadings, Product Liability, Medical Malpractice, Motions, Civil Rights, Event Planning, Lexis, Estate Planning, Legal Assistance, Litigation Support, International Law, Employment Law, Contract Negotiation, Editing
Education
Duquesne University School of Law 2009 — 2012
Doctor of Law (J.D.)
Vanderbilt University 2005 — 2008
Bachelor of Arts (B.A.), Communication Studies
Glenmede January 2013 - Present
Ainsman, Levine & Drexler LLC November 2010 - May 2012
Office of the State Attorney for the 19th Judicial District July 2010 - July 2010
Skills
Legal Research, Legal Writing, Westlaw, Personal Injury, Trials, Pleadings, Product Liability, Medical Malpractice, Motions, Civil Rights, Event Planning, Lexis, Estate Planning, Legal Assistance, Litigation Support, International Law, Employment Law, Contract Negotiation, Editing
Education
Duquesne University School of Law 2009 — 2012
Doctor of Law (J.D.)
Vanderbilt University 2005 — 2008
Bachelor of Arts (B.A.), Communication Studies
Allison Pfender Allison Pfender's Glenmede Experience April 2011 - September 2011
Job Event Director at Irish Pub Children's Foundation
Industry Public Relations and Communications
Experience
Irish Pub Children's Foundation November 2010 - Present
Glenmede April 2011 - September 2011
Irish Pub Children's Foundation April 2010 - September 2010
National Kidney Foundation April 2009 - September 2009
Skills
Social Media Marketing, Event Planning, Event Management, Marketing Communications, Public Relations, Social Networking, Facebook, Marketing, Nonprofits, Social Media, Public Speaking, Media Relations, PowerPoint, Press Releases, Advertising, Blogging, Leadership, Customer Service, Email Marketing
Education
Drexel University 2007 — 2012
Bachelor of Arts, Communication; Corporate and Public Relations
American Business School Paris 2011 — 2011
Study Abroad Program
Irish Pub Children's Foundation November 2010 - Present
Glenmede April 2011 - September 2011
Irish Pub Children's Foundation April 2010 - September 2010
National Kidney Foundation April 2009 - September 2009
Skills
Social Media Marketing, Event Planning, Event Management, Marketing Communications, Public Relations, Social Networking, Facebook, Marketing, Nonprofits, Social Media, Public Speaking, Media Relations, PowerPoint, Press Releases, Advertising, Blogging, Leadership, Customer Service, Email Marketing
Education
Drexel University 2007 — 2012
Bachelor of Arts, Communication; Corporate and Public Relations
American Business School Paris 2011 — 2011
Study Abroad Program
Brian Hungarter Brian Hungarter's Glenmede Experience September 2013 - Present
Job Senior Relationship Management Associate at Glenmede
Industry Financial Services
Experience
Glenmede September 2013 - Present
Glenmede June 2011 - August 2012
Pennsylvania Newspaper Association May 2007 - August 2010
FranklinMorris July 2009 - May 2010
York Revolution May 2007 - August 2007
Skills
Public Speaking, Tax, Estate Planning
Education
Villanova University School of Law 2010 — 2013
J.D.
Loyola College in Maryland 2006 — 2010
B.B.A., General Business focus in Marketing
Glenmede September 2013 - Present
Glenmede June 2011 - August 2012
Pennsylvania Newspaper Association May 2007 - August 2010
FranklinMorris July 2009 - May 2010
York Revolution May 2007 - August 2007
Skills
Public Speaking, Tax, Estate Planning
Education
Villanova University School of Law 2010 — 2013
J.D.
Loyola College in Maryland 2006 — 2010
B.B.A., General Business focus in Marketing
Geoffrey Deasey Geoffrey Deasey's Glenmede Experience 2003 - 2007
Job Successful Investment Management Professional
Industry Investment Management
Experience
Legg Mason March 2008 - April 2011
Glenmede 2003 - 2007
Brown Brothers Harriman 1997 - 2004
CoreStates 1989 - 1994
Education
Widener University School of Law 1980 — 1983
JD
University of Pennsylvania 1976 — 1980
BA, Liberal Arts/Sociology
Legg Mason March 2008 - April 2011
Glenmede 2003 - 2007
Brown Brothers Harriman 1997 - 2004
CoreStates 1989 - 1994
Education
Widener University School of Law 1980 — 1983
JD
University of Pennsylvania 1976 — 1980
BA, Liberal Arts/Sociology
Steve Locke's Glenmede Experience September 2012 - March 2013
Job Customer Communications Associate at NRG Energy
Industry Marketing and Advertising
Experience
Penn Mutual June 2014 - November 2014
Thomson Reuters September 2013 - March 2014
Glenmede September 2012 - March 2013
Stradley Ronon September 2011 - March 2012
Drexel University June 2011 - August 2011
Skills
Social Media, Marketing, PowerPoint, Public Relations, CRM, Microsoft Office, Salesforce.com, Eloqua, Microsoft Excel, InDesign, Photoshop, Research, Dreamweaver, Budgeting, Problem Solving, Customer Relations, Customer Service, Microsoft Word, Event Planning, Leadership, Market Research
Education
Drexel University 2010 — 2015
BSBA in Marketing, Communications: Corporate and Public Relations
Highland Regional High School 2006 — 2010
Penn Mutual June 2014 - November 2014
Thomson Reuters September 2013 - March 2014
Glenmede September 2012 - March 2013
Stradley Ronon September 2011 - March 2012
Drexel University June 2011 - August 2011
Skills
Social Media, Marketing, PowerPoint, Public Relations, CRM, Microsoft Office, Salesforce.com, Eloqua, Microsoft Excel, InDesign, Photoshop, Research, Dreamweaver, Budgeting, Problem Solving, Customer Relations, Customer Service, Microsoft Word, Event Planning, Leadership, Market Research
Education
Drexel University 2010 — 2015
BSBA in Marketing, Communications: Corporate and Public Relations
Highland Regional High School 2006 — 2010
Christine Dragoun's Glenmede Experience November 2010 - Present
Job Vice President at Glenmede
Industry Financial Services
Experience
Glenmede November 2010 - Present
SEI October 2004 - November 2010
SEI December 2000 - October 2004
The Vanguard Group January 1997 - December 2000
Skills
Strategic Communications, Marketing, Financial Services, Marketing Strategy, Program Management, Social Media Marketing, CRM, Cross-functional Team..., Strategy, Competitive Analysis, Integrated Marketing, SEO, Strategic Planning, Market Research
Education
Syracuse University 1992 — 1996
Bachelor of Science (BS), Public Relations, Advertising, and Applied Communication
Great Valley High School 1989 — 1992
Diploma
Glenmede November 2010 - Present
SEI October 2004 - November 2010
SEI December 2000 - October 2004
The Vanguard Group January 1997 - December 2000
Skills
Strategic Communications, Marketing, Financial Services, Marketing Strategy, Program Management, Social Media Marketing, CRM, Cross-functional Team..., Strategy, Competitive Analysis, Integrated Marketing, SEO, Strategic Planning, Market Research
Education
Syracuse University 1992 — 1996
Bachelor of Science (BS), Public Relations, Advertising, and Applied Communication
Great Valley High School 1989 — 1992
Diploma
Jill Schoenfeld's Glenmede Experience February 2007 - May 2014
Job Account Manager at The Chefs Warehouse
Industry Food & Beverages
Experience
The Chefs Warehouse May 2014 - Present
QVC September 2009 - June 2014
Glenmede February 2007 - May 2014
The Restaurant School at Walnut Hill College 2005 - 2006
Initiative Media 2004 - 2006
Skills
Culinary Skills, Restaurants, Food, Menu Development, Cooking, Budgets, Customer Satisfaction
Education
The Restaurant School 2006 — 2007
Culinary Arts
Towson University 1999 — 2003
Business Administration, Marketing
The Chefs Warehouse May 2014 - Present
QVC September 2009 - June 2014
Glenmede February 2007 - May 2014
The Restaurant School at Walnut Hill College 2005 - 2006
Initiative Media 2004 - 2006
Skills
Culinary Skills, Restaurants, Food, Menu Development, Cooking, Budgets, Customer Satisfaction
Education
The Restaurant School 2006 — 2007
Culinary Arts
Towson University 1999 — 2003
Business Administration, Marketing
Linda Freund's Glenmede Experience April 2000 - June 2002
Job ManagerAccounting Services at Amtrak
Industry Transportation/Trucking/Railroad
Experience
Amtrak July 2014 - Present
AMTRAK September 2008 - June 2014
Philadelphia Gas Works September 2003 - August 2008
GLENMEDE April 2000 - June 2002
PEPBOYS September 1997 - March 2000
BAILEY FISHER & PORTER April 1996 - August 1997
Aramark Uniform Services January 1995 - March 1996
CORESTATES FINANCIAL CORPORATION March 1992 - December 1994
Coopers & Lybrand December 1990 - February 1992
Skills
Software Documentation, Financial Reporting, Recruiting, Risk Management, Process Improvement, Strategic Planning, PowerPoint, Analysis, Forecasting, Business Process..., Budgets, Accounting, Microsoft Excel, Project Management, Microsoft Word, Operations Management, Microsoft Office, Business Analysis
Education
La Salle University
Amtrak July 2014 - Present
AMTRAK September 2008 - June 2014
Philadelphia Gas Works September 2003 - August 2008
GLENMEDE April 2000 - June 2002
PEPBOYS September 1997 - March 2000
BAILEY FISHER & PORTER April 1996 - August 1997
Aramark Uniform Services January 1995 - March 1996
CORESTATES FINANCIAL CORPORATION March 1992 - December 1994
Coopers & Lybrand December 1990 - February 1992
Skills
Software Documentation, Financial Reporting, Recruiting, Risk Management, Process Improvement, Strategic Planning, PowerPoint, Analysis, Forecasting, Business Process..., Budgets, Accounting, Microsoft Excel, Project Management, Microsoft Word, Operations Management, Microsoft Office, Business Analysis
Education
La Salle University
Michael Gerst, CPA's Glenmede Experience September 2000 - February 2001
Job Manager of Revenue Assurance at Comcast Sportsnet Philadelphia
Industry Accounting
Experience
Comcast Sports Group March 2008 - June 2013
Comcast October 2005 - March 2008
Comcast April 2003 - October 2005
Subaru February 2001 - April 2003
Glenmede September 2000 - February 2001
Comcast April 1997 - September 2000
Albert E Price, Inc December 1995 - April 1997
Skills
SAP, Great Plains Software, Oracle Applications, Accounting, Financial Analysis, Financial Modeling, Budgets, Budget Forecasts, Department Budgeting, Forecasting, Variance Analysis, Financial Reporting, Essbase, General Ledger, Account Reconciliation, Income Statement, Accruals, Financial Accounting, Microsoft Excel, Cash Flow, Analysis, Finance, Capital Budgeting, Internal Audit, Financial Statements, Journal Entries, CPA, Budget Process, Invoicing, Accounts Receivable, Sarbanes-Oxley Act, Cost Accounting, Internal Controls, Corporate Finance, Hyperion Enterprise, Auditing, SEC filings, GAAP, Cash Management, Sarbanes-Oxley, Process Improvement, Accounts Payable, Strategic Financial..., Tax, Payroll, Consolidation, US GAAP, Fixed Assets, Financial Forecasting, Cash Flow Forecasting
Education
Drexel University
Master of Science (MS), Finance, General
University of Pennsylvania - The Wharton School
Certificate, The Wharton MBA Foundation Series
Rutgers, The State University of New Jersey-Camden
BS, Accounting
Comcast Sports Group March 2008 - June 2013
Comcast October 2005 - March 2008
Comcast April 2003 - October 2005
Subaru February 2001 - April 2003
Glenmede September 2000 - February 2001
Comcast April 1997 - September 2000
Albert E Price, Inc December 1995 - April 1997
Skills
SAP, Great Plains Software, Oracle Applications, Accounting, Financial Analysis, Financial Modeling, Budgets, Budget Forecasts, Department Budgeting, Forecasting, Variance Analysis, Financial Reporting, Essbase, General Ledger, Account Reconciliation, Income Statement, Accruals, Financial Accounting, Microsoft Excel, Cash Flow, Analysis, Finance, Capital Budgeting, Internal Audit, Financial Statements, Journal Entries, CPA, Budget Process, Invoicing, Accounts Receivable, Sarbanes-Oxley Act, Cost Accounting, Internal Controls, Corporate Finance, Hyperion Enterprise, Auditing, SEC filings, GAAP, Cash Management, Sarbanes-Oxley, Process Improvement, Accounts Payable, Strategic Financial..., Tax, Payroll, Consolidation, US GAAP, Fixed Assets, Financial Forecasting, Cash Flow Forecasting
Education
Drexel University
Master of Science (MS), Finance, General
University of Pennsylvania - The Wharton School
Certificate, The Wharton MBA Foundation Series
Rutgers, The State University of New Jersey-Camden
BS, Accounting
Christopher Zafiriou, CFA's Glenmede Experience October 2012 - Present
Job Portfolio Manager Pew Trusts; Managing Director, Glenmede Trust at Glenmede
Industry Capital Markets
Experience
Glenmede October 2012 - Present
Glenmede Trust Company October 2008 - Present
Radcliffe Group March 2004 - September 2007
Skills
Equities, Hedge Funds, Alternative Investments
Education
Carnegie Mellon University - Tepper School of Business 2001 — 2003
MBA, Finance
Haverford College 1994 — 1997
Bachelor of Arts (B.A.), Philosophy
Glenmede October 2012 - Present
Glenmede Trust Company October 2008 - Present
Radcliffe Group March 2004 - September 2007
Skills
Equities, Hedge Funds, Alternative Investments
Education
Carnegie Mellon University - Tepper School of Business 2001 — 2003
MBA, Finance
Haverford College 1994 — 1997
Bachelor of Arts (B.A.), Philosophy
William R. Levy's Glenmede Experience 1985 - September 1998
Job President at Brown Brothers Harriman Trust Company of Delaware, N.A.
Industry Banking
Experience
Brown Brothers Harriman Trust Company of Delaware, N.A. December 2009 - Present
Brown Brothers Harriman Trust Company of Pennsylvania October 1998 - December 2009
Glenmede 1985 - September 1998
Skills
Charitable Trusts, Wealth Management, Charitable Gift Planning, Philanthropy, Asset Managment, Securities, Investments, Alternative Investments, Investment Management, Hedge Funds, Asset Allocation, Fixed Income, Equities, Wealth Management..., Estate Administration, Private Equity, High Net Worth..., Asset Management, Estate Tax Planning, Portfolio Management, Investment Strategies, Mutual Funds, Strategic Financial..., Wealth, Trusts, Series 7, Estate Law
Education
Pennsylvania State University, The Dickinson School of Law 1975 — 1978
J.D., Law
Trinity College-Hartford 1971 — 1975
A.B,, Urban Studies
Brown Brothers Harriman Trust Company of Delaware, N.A. December 2009 - Present
Brown Brothers Harriman Trust Company of Pennsylvania October 1998 - December 2009
Glenmede 1985 - September 1998
Skills
Charitable Trusts, Wealth Management, Charitable Gift Planning, Philanthropy, Asset Managment, Securities, Investments, Alternative Investments, Investment Management, Hedge Funds, Asset Allocation, Fixed Income, Equities, Wealth Management..., Estate Administration, Private Equity, High Net Worth..., Asset Management, Estate Tax Planning, Portfolio Management, Investment Strategies, Mutual Funds, Strategic Financial..., Wealth, Trusts, Series 7, Estate Law
Education
Pennsylvania State University, The Dickinson School of Law 1975 — 1978
J.D., Law
Trinity College-Hartford 1971 — 1975
A.B,, Urban Studies
Joseph Stoll's Glenmede Experience September 1997 - Present
Job Managing Director Weath Advisory
Industry Investment Management
Experience
Glenmede September 1997 - Present
PNC/Provident Bank September 1978 - September 1997
Skills
Estate Planning, Risk Management, Wealth Management, Asset Management, Asset Allocation, Alternative Investments, Insurance, Strategic Financial..., Finance, Investment Management, Hedge Funds, Mutual Funds, Equities, Portfolio Management, Financial Planning, Investment Advisory
Education
Temple University - James E. Beasley School of Law 1985 — 1989
Juris Doctor, Law
LaSalle University 1978 — 1982
Bachelor of Science/ MBA, Finance/Accounting
CD 1970 — 1974
High School Diploma
Glenmede September 1997 - Present
PNC/Provident Bank September 1978 - September 1997
Skills
Estate Planning, Risk Management, Wealth Management, Asset Management, Asset Allocation, Alternative Investments, Insurance, Strategic Financial..., Finance, Investment Management, Hedge Funds, Mutual Funds, Equities, Portfolio Management, Financial Planning, Investment Advisory
Education
Temple University - James E. Beasley School of Law 1985 — 1989
Juris Doctor, Law
LaSalle University 1978 — 1982
Bachelor of Science/ MBA, Finance/Accounting
CD 1970 — 1974
High School Diploma
Joseph Stoll's Glenmede Experience September 1997 - Present
Job First Vice President at Glenmede
Industry Investment Management
Experience
Glenmede September 1997 - Present
PNC Wealth Management September 1978 - September 1997
Education
Temple University - James E. Beasley School of Law 1985 — 1989
JD
La Salle University - School of Business Administration 1974 — 1983
MBA/BS, Accounting
Glenmede September 1997 - Present
PNC Wealth Management September 1978 - September 1997
Education
Temple University - James E. Beasley School of Law 1985 — 1989
JD
La Salle University - School of Business Administration 1974 — 1983
MBA/BS, Accounting
Esther Chen's Glenmede Experience May 2012 - October 2014
Job Investment Associate at Fiduciary Trust Company
Industry Investment Management
Experience
Fiduciary Trust Company International March 2015 - Present
Glenmede May 2012 - October 2014
Bryn Mawr College May 2011 - August 2011
Skills
Microsoft Excel, Mandarin, Bloomberg, Cantonese, FactSet, InvestEdge, StyleAdvisor
Education
Bryn Mawr College 2008 — 2012
AB, Mathematics
DIS, Danish Institute for Study Abroad 2011 — 2011
International Business
Midwood High School 2004 — 2008
Medical Science
Fiduciary Trust Company International March 2015 - Present
Glenmede May 2012 - October 2014
Bryn Mawr College May 2011 - August 2011
Skills
Microsoft Excel, Mandarin, Bloomberg, Cantonese, FactSet, InvestEdge, StyleAdvisor
Education
Bryn Mawr College 2008 — 2012
AB, Mathematics
DIS, Danish Institute for Study Abroad 2011 — 2011
International Business
Midwood High School 2004 — 2008
Medical Science
Eileen Carbonaro's Glenmede Experience 1989 - 2001
Job Sales Associate, Berkshire Hathaway HomeServices, Fox & Roach Realtors
Industry Real Estate
Experience
BHHS Fox & Roach Realtors April 2002 - Present
Glenmede 1989 - 2001
Skills
New Home Sales, Negotiation, National Association of..., Short Sales, Advertising, Budgets, Single Family Homes, Condos, Public Relations, Leases, Marketing, Management, Real Estate, Residential Homes
Education
Rowan University
BA, Communications
BHHS Fox & Roach Realtors April 2002 - Present
Glenmede 1989 - 2001
Skills
New Home Sales, Negotiation, National Association of..., Short Sales, Advertising, Budgets, Single Family Homes, Condos, Public Relations, Leases, Marketing, Management, Real Estate, Residential Homes
Education
Rowan University
BA, Communications
Ginny Morrow's Glenmede Experience May 2009 - Present
Job Executive Assistant and Office Manager at Glenmede
Industry Executive Office
Experience
Glenmede May 2009 - Present
Winterthur Museum & Country Estate April 1985 - January 2009
Education
University of Delaware 1964 — 1965
Secretarial Studies
Glenmede May 2009 - Present
Winterthur Museum & Country Estate April 1985 - January 2009
Education
University of Delaware 1964 — 1965
Secretarial Studies
Jan (Koran) Mulhall's Glenmede Experience June 2010 - Present
Job Business Development Assistant
Industry Financial Services
Experience
Glenmede June 2010 - Present
Huntington National Bank 2007 - 2009
Sky Financial Group April 2001 - September 2007
Bristol West Insurance Group February 1996 - April 2001
Progressive Insurance June 1994 - February 1996
Skills
Analysis, Leadership, Project Management, Process Improvement, Public Speaking, Coaching, Banking, Risk Management, Team Leadership, Event Planning, Research, Nonprofits, Public Relations, Team Building, Social Media
Education
Cuyahoga Community College 2009 — 2009
Associates, Information Application Specialist
The University of Akron
Core Curriculum
Glenmede June 2010 - Present
Huntington National Bank 2007 - 2009
Sky Financial Group April 2001 - September 2007
Bristol West Insurance Group February 1996 - April 2001
Progressive Insurance June 1994 - February 1996
Skills
Analysis, Leadership, Project Management, Process Improvement, Public Speaking, Coaching, Banking, Risk Management, Team Leadership, Event Planning, Research, Nonprofits, Public Relations, Team Building, Social Media
Education
Cuyahoga Community College 2009 — 2009
Associates, Information Application Specialist
The University of Akron
Core Curriculum
Carlton Savoye's Glenmede Experience January 1999 - February 2002
Job Partner at Princeton Portfolio Strategies Group
Industry Investment Management
Experience
Princeton Portfolio Stratgies Group October 2011 - Present
Princeton Capital Management October 2007 - September 2011
Davidson Trust Company February 2002 - July 2006
Glenmede January 1999 - February 2002
Education
New York University, Stern School of Business 1988 — 1990
Master of Business Administration (MBA), Finance, General
San Francisco State University 1979 — 1983
Bachelor of Applied Science (BASc), Finance, General
Princeton Portfolio Stratgies Group October 2011 - Present
Princeton Capital Management October 2007 - September 2011
Davidson Trust Company February 2002 - July 2006
Glenmede January 1999 - February 2002
Education
New York University, Stern School of Business 1988 — 1990
Master of Business Administration (MBA), Finance, General
San Francisco State University 1979 — 1983
Bachelor of Applied Science (BASc), Finance, General
Nicholas Manganaro's Glenmede Experience 1991 - 1993
Job Actively Seeking a Senior Quantitative Financial Position
Industry Investment Management
Experience
BlackRock August 2011 - April 2013
MacKay Shields July 2009 - July 2011
Mariner Investment Group October 2007 - July 2009
BlackRock October 2006 - July 2007
Merrill Lynch Investment Managers 2001 - October 2006
Merrill Lynch Investment Managers 2000 - 2001
Merrill Lynch Investment Managers 1998 - 2001
Oliver Wyman 1995 - 1998
Merrill Lynch 1993 - 1995
Glenmede 1991 - 1993
Skills
Fixed Income, Interest Rate..., Credit Risk, Interest Rate Risk..., Portfolio Management, Asset Management, Relative Value, Hedge Funds, Structured Products, Capital Adequacy, Derivatives, Asset Allocation, Hedging, Performance Attribution, Financial Risk, Investments, Mutual Funds, Bonds, Risk Management, Structured Finance, Quantitative Analytics, Alternative Investments, Capital Markets
Education
Massachusetts Institute of Technology - Sloan School of Management 1982 — 1984
SM, Finance
Reed College 1974 — 1979
A.B., Mathematics
The Episcopal Academy 1960 — 1974
NA, Mathematics, Religion, & the Classics
BlackRock August 2011 - April 2013
MacKay Shields July 2009 - July 2011
Mariner Investment Group October 2007 - July 2009
BlackRock October 2006 - July 2007
Merrill Lynch Investment Managers 2001 - October 2006
Merrill Lynch Investment Managers 2000 - 2001
Merrill Lynch Investment Managers 1998 - 2001
Oliver Wyman 1995 - 1998
Merrill Lynch 1993 - 1995
Glenmede 1991 - 1993
Skills
Fixed Income, Interest Rate..., Credit Risk, Interest Rate Risk..., Portfolio Management, Asset Management, Relative Value, Hedge Funds, Structured Products, Capital Adequacy, Derivatives, Asset Allocation, Hedging, Performance Attribution, Financial Risk, Investments, Mutual Funds, Bonds, Risk Management, Structured Finance, Quantitative Analytics, Alternative Investments, Capital Markets
Education
Massachusetts Institute of Technology - Sloan School of Management 1982 — 1984
SM, Finance
Reed College 1974 — 1979
A.B., Mathematics
The Episcopal Academy 1960 — 1974
NA, Mathematics, Religion, & the Classics
Keri Lubanski's Glenmede Experience March 2015 - Present
Job Management Associate, Marketing at Glenmede.
Industry Investment Management
Experience
Glenmede March 2015 - Present
Fesnak, LLP August 2013 - March 2015
MSI International, Inc December 2011 - July 2013
Ferguson Enterprises August 2007 - October 2011
Skills
Sales, Management, Marketing, Social Networking, Customer Service, Account Management, Market Research, Social Media Marketing, Salesforce.com, Marketing Research, Sales Management, Microsoft Excel, Quality Assurance, Strategic Planning, Facebook, Analysis, Proofreading, Social Media, Marketing Strategy, Event Planning, Email Marketing, Advertising, Online Marketing, Trade Shows, Direct Sales, Lead Generation, Leadership, Sales Operations
Education
University of Arizona, Eller College of Management 2003 — 2007
Bachelors, Marketing
Glenmede March 2015 - Present
Fesnak, LLP August 2013 - March 2015
MSI International, Inc December 2011 - July 2013
Ferguson Enterprises August 2007 - October 2011
Skills
Sales, Management, Marketing, Social Networking, Customer Service, Account Management, Market Research, Social Media Marketing, Salesforce.com, Marketing Research, Sales Management, Microsoft Excel, Quality Assurance, Strategic Planning, Facebook, Analysis, Proofreading, Social Media, Marketing Strategy, Event Planning, Email Marketing, Advertising, Online Marketing, Trade Shows, Direct Sales, Lead Generation, Leadership, Sales Operations
Education
University of Arizona, Eller College of Management 2003 — 2007
Bachelors, Marketing
Brendan Lloyd, CFA's Glenmede Experience January 2011 - Present
Job Portfolio Management at Glenmede
Industry Investment Management
Experience
Glenmede January 2011 - Present
Glenmede May 2009 - December 2010
Brooks Capital Group October 2008 - May 2009
United States Liability Insurance Group May 2008 - August 2008
Global Capital Management January 2008 - April 2008
Education
Saint Joseph's University - Erivan K. Haub School of Business 2005 — 2009
BS in Business Administration, Magna Cum Laude, Major: Finance, Minor: Economics
Bishop Shanahan High School 2001 — 2005
Glenmede January 2011 - Present
Glenmede May 2009 - December 2010
Brooks Capital Group October 2008 - May 2009
United States Liability Insurance Group May 2008 - August 2008
Global Capital Management January 2008 - April 2008
Education
Saint Joseph's University - Erivan K. Haub School of Business 2005 — 2009
BS in Business Administration, Magna Cum Laude, Major: Finance, Minor: Economics
Bishop Shanahan High School 2001 — 2005
Diane Gobeil's Glenmede Experience December 1983 - October 1986
Job Independent Financial Services Professional
Industry Financial Services
Experience
First Niagara Bank, N.A. January 2013 - Present
Independent Advisor June 2009 - January 2013
Wachovia Bank 1991 - 2008
SEI and Premier Systems October 1986 - October 1991
Glenmede December 1983 - October 1986
Saul Ewing LLP October 1980 - December 1983
Skills
Wealth Management, Banking, Personal Financial..., Financial Modeling
Education
Neumann University 1980 — 1984
Bachelor of Science, Legal Administration
Wesley College 1978 — 1980
AA, Legal/Paralegal
First Niagara Bank, N.A. January 2013 - Present
Independent Advisor June 2009 - January 2013
Wachovia Bank 1991 - 2008
SEI and Premier Systems October 1986 - October 1991
Glenmede December 1983 - October 1986
Saul Ewing LLP October 1980 - December 1983
Skills
Wealth Management, Banking, Personal Financial..., Financial Modeling
Education
Neumann University 1980 — 1984
Bachelor of Science, Legal Administration
Wesley College 1978 — 1980
AA, Legal/Paralegal
John S. Harrison's Glenmede Experience January 1996 - January 2003
Job Vice President at The Bryn Mawr Trust Company
Industry Financial Services
Experience
The Bryn Mawr Trust Company July 2006 - Present
Wilmington Trust January 2003 - July 2006
Glenmede January 1996 - January 2003
Skills
Estate Administration, Estate Planning, Personal Trust..., Wealth Management, Wealth Preservation...
Education
Case Western Reserve University School of Law 1990 — 1990
J.D.
Yale University 1983 — 1987
B.A., History
Chestnut Hill Academy 1971 — 1983
The Bryn Mawr Trust Company July 2006 - Present
Wilmington Trust January 2003 - July 2006
Glenmede January 1996 - January 2003
Skills
Estate Administration, Estate Planning, Personal Trust..., Wealth Management, Wealth Preservation...
Education
Case Western Reserve University School of Law 1990 — 1990
J.D.
Yale University 1983 — 1987
B.A., History
Chestnut Hill Academy 1971 — 1983
Anthony Fortunato's Glenmede Experience September 2011 - February 2012
Job Manager at FedEx Office
Industry Nonprofit Organization Management
Experience
FedEx Office April 2014 - Present
Pressler and Pressler January 2012 - September 2013
Glenmede September 2011 - February 2012
Brandish January 2010 - December 2011
The World Bank January 2010 - July 2010
Administrative Offices of the Trial Courts; MA December 2007 - June 2008
Jumpstart/Americorp September 2006 - May 2007
Skills
Team Leadership, Arabic, Writing, International Relations, Administrative Support, Negotiation, Government, Research, Excel, Word, Access, PowerPoint, Social Media, Diplomacy, Policy, Public Speaking, Editing, Cultural Awareness, Legal Research, Legal Writing, Proposal Writing, Time Management, Lexis, Microsoft Office, Customer Service, Outlook, Marketing, Leadership, Nonprofits, Microsoft Excel, Microsoft Word
Education
Northeastern University 2006 — 2011
Bachelor of Science Degree; Bachelor of Arts and Sciences Degree, Criminal Justice; Middle Eastern Studies
Northeastern University 2006 — 2011
Bachelor of Science, Criminal Justice - pre-law
FedEx Office April 2014 - Present
Pressler and Pressler January 2012 - September 2013
Glenmede September 2011 - February 2012
Brandish January 2010 - December 2011
The World Bank January 2010 - July 2010
Administrative Offices of the Trial Courts; MA December 2007 - June 2008
Jumpstart/Americorp September 2006 - May 2007
Skills
Team Leadership, Arabic, Writing, International Relations, Administrative Support, Negotiation, Government, Research, Excel, Word, Access, PowerPoint, Social Media, Diplomacy, Policy, Public Speaking, Editing, Cultural Awareness, Legal Research, Legal Writing, Proposal Writing, Time Management, Lexis, Microsoft Office, Customer Service, Outlook, Marketing, Leadership, Nonprofits, Microsoft Excel, Microsoft Word
Education
Northeastern University 2006 — 2011
Bachelor of Science Degree; Bachelor of Arts and Sciences Degree, Criminal Justice; Middle Eastern Studies
Northeastern University 2006 — 2011
Bachelor of Science, Criminal Justice - pre-law
Allison Walton's Glenmede Experience August 2008 - May 2012
Job
Industry Financial Services
Experience
Health Care Industry October 2012 - Present
Glenmede August 2008 - May 2012
Glenmede August 2008 - February 2011
Associated Imaging Solutions October 2005 - August 2008
Skills
Accounting, Financial Analysis, QuickBooks, Account Reconciliation, Financial Reporting, Microsoft Excel, General Ledger, Accounts Payable, Accounts Receivable, Financial Accounting, Microsoft Word, PowerPoint, Microsoft Office, Outlook, Access, Bloomberg Terminal, Auditing, Bookkeeping, Management, Analysis
Education
La Salle University 2013 — 2015
Masters in Economic Crime Forensics, Economic Crime Forensics
LaSalle University 2012 — 2013
Certification, Fraud and Forensic Accounting
Temple University - Fox School of Business and Management 2008 — 2011
Bachelor of Business Administration (B.B.A.), Accounting and Management Information Systems
Health Care Industry October 2012 - Present
Glenmede August 2008 - May 2012
Glenmede August 2008 - February 2011
Associated Imaging Solutions October 2005 - August 2008
Skills
Accounting, Financial Analysis, QuickBooks, Account Reconciliation, Financial Reporting, Microsoft Excel, General Ledger, Accounts Payable, Accounts Receivable, Financial Accounting, Microsoft Word, PowerPoint, Microsoft Office, Outlook, Access, Bloomberg Terminal, Auditing, Bookkeeping, Management, Analysis
Education
La Salle University 2013 — 2015
Masters in Economic Crime Forensics, Economic Crime Forensics
LaSalle University 2012 — 2013
Certification, Fraud and Forensic Accounting
Temple University - Fox School of Business and Management 2008 — 2011
Bachelor of Business Administration (B.B.A.), Accounting and Management Information Systems
Charles Aulino's Glenmede Experience April 1998 - December 2013
Job Retired Financial Services Professional at SelfEmployed
Industry Investment Management
Experience
Self-Employed January 2014 - Present
Glenmede April 1998 - December 2013
Glenmede April 1988 - December 2013
Skills
Investments, Asset Management, Asset Allocation, Wealth Management, Alternative Investments, Mutual Funds, Equities, Investment Advisory, Portfolio Management, Estate Planning
Education
Rutgers, The State University of New Jersey-Newark 1967 — 1970
BA, English
Self-Employed January 2014 - Present
Glenmede April 1998 - December 2013
Glenmede April 1988 - December 2013
Skills
Investments, Asset Management, Asset Allocation, Wealth Management, Alternative Investments, Mutual Funds, Equities, Investment Advisory, Portfolio Management, Estate Planning
Education
Rutgers, The State University of New Jersey-Newark 1967 — 1970
BA, English
Nick Fedako, CFA's Glenmede Experience 1999 - 2000
Job Analyst at Philadelphia International Advisors
Industry Financial Services
Experience
Philadelphia International Advisors August 2000 - Present
Vanguard August 1999 - August 2000
The Vanguard Group 1999 - 2000
Glenmede 1999 - 2000
Skills
Portfolio Management, Quantitative Research, Quantitative Analytics, Portfolio Optimization, Matlab, Northfield, Financial Modeling, Analysis, Financial Analysis, Data Analysis, Microsoft Excel, Bloomberg, Corporate Finance, Securities, Asset Management, Equities, Mutual Funds, Investments, Asset Allocation, Investment Management, Trading
Education
Penn State University 1993 — 1997
Finance & International Business
Philadelphia International Advisors August 2000 - Present
Vanguard August 1999 - August 2000
The Vanguard Group 1999 - 2000
Glenmede 1999 - 2000
Skills
Portfolio Management, Quantitative Research, Quantitative Analytics, Portfolio Optimization, Matlab, Northfield, Financial Modeling, Analysis, Financial Analysis, Data Analysis, Microsoft Excel, Bloomberg, Corporate Finance, Securities, Asset Management, Equities, Mutual Funds, Investments, Asset Allocation, Investment Management, Trading
Education
Penn State University 1993 — 1997
Finance & International Business
Grace Wagner's Glenmede Experience May 2009 - August 2009
Job Client Portfolio Associate at Hillview Capital Advisors, LLC
Industry Financial Services
Experience
Hillview Capital Advisors, LLC July 2014 - Present
McDermott Advisory Group, LLC July 2011 - July 2014
Bishop & Associates May 2010 - August 2010
Glenmede May 2009 - August 2009
Skills
Management, Accounting, PowerPoint, Microsoft Excel, Microsoft Word, Portfolio Management, Financial Analysis, Social Media, Public Speaking, Sales, Microsoft Office, Fixed Income, Managerial Finance, Investments, Small Business, Data Analysis, Marketing, Bloomberg, Training
Education
University of Delaware 2007 — 2011
Bachelor of Science, Finance
Hillview Capital Advisors, LLC July 2014 - Present
McDermott Advisory Group, LLC July 2011 - July 2014
Bishop & Associates May 2010 - August 2010
Glenmede May 2009 - August 2009
Skills
Management, Accounting, PowerPoint, Microsoft Excel, Microsoft Word, Portfolio Management, Financial Analysis, Social Media, Public Speaking, Sales, Microsoft Office, Fixed Income, Managerial Finance, Investments, Small Business, Data Analysis, Marketing, Bloomberg, Training
Education
University of Delaware 2007 — 2011
Bachelor of Science, Finance
Gale Rue's Glenmede Experience 2008 - Present
Job Wealth Advisor at Glenmede Trust Company
Industry Financial Services
Experience
Glenmede Trust Company July 2008 - Present
Glenmede 2008 - Present
The Bryn Mawr Trust Company March 1999 - July 2008
PNC Bank 1988 - 1999
Skills
Estate Planning, High Net Worth..., Trust Services, Financial Analysis, Special Needs Trusts, Fiduciary Services, Personal Trust..., Multi-generational..., Guardianship
Education
Pennsylvania State University, The Dickinson School of Law 1980 — 1983
Doctor of Law (JD)
Allegheny College 1975 — 1979
Bachelor of Arts (B.A.), English Language and Literature/Letters, Communications, & French
Glenmede Trust Company July 2008 - Present
Glenmede 2008 - Present
The Bryn Mawr Trust Company March 1999 - July 2008
PNC Bank 1988 - 1999
Skills
Estate Planning, High Net Worth..., Trust Services, Financial Analysis, Special Needs Trusts, Fiduciary Services, Personal Trust..., Multi-generational..., Guardianship
Education
Pennsylvania State University, The Dickinson School of Law 1980 — 1983
Doctor of Law (JD)
Allegheny College 1975 — 1979
Bachelor of Arts (B.A.), English Language and Literature/Letters, Communications, & French
Dorothea DiGiovanni's Glenmede Experience September 1999 - Present
Job Court Accountant at Glenmede
Industry Investment Management
Experience
Glenmede September 1999 - Present
First Pennsylvania/CoreStates/First Union January 1986 - September 1999
Skills
Hedge Funds, Customer Service, PowerPoint, CPA, Orchestral Music, Microsoft Office, Microsoft Word, Microsoft Excel, Accounting, Financial Analysis
Education
Delaware County Community College 1987 — 2000
Associates in Accounitng, Accounting
The Catholic University of America 1966 — 1972
Bachelor of Music, Violin Performance
Glenmede September 1999 - Present
First Pennsylvania/CoreStates/First Union January 1986 - September 1999
Skills
Hedge Funds, Customer Service, PowerPoint, CPA, Orchestral Music, Microsoft Office, Microsoft Word, Microsoft Excel, Accounting, Financial Analysis
Education
Delaware County Community College 1987 — 2000
Associates in Accounitng, Accounting
The Catholic University of America 1966 — 1972
Bachelor of Music, Violin Performance
Brianna Fram's Glenmede Experience May 2012 - July 2012
Job Medical Student at Washington University School of Medicine
Industry
Experience
Washington University School of Medicine August 2012 - Present
Glenmede May 2012 - July 2012
University of Pennsylvania September 2010 - December 2011
Skills
Clinical Research, Cell Culture, Molecular Biology, Microscopy, Lifesciences, Public Speaking, Quantitative Research, Research, SPSS, Data Analysis, Biochemistry, Cell Biology, Community Outreach, Confocal Microscopy, Gel Electrophoresis, Immunohistochemistry, PCR, Policy Analysis, Public Health, Public Policy, Qualitative Research, Stata, Statistics
Education
University of Pennsylvania 2008 — 2012
Bachelor of Arts (B.A.), Biology - Cellular and Molecular
Washington University School of Medicine August 2012 - Present
Glenmede May 2012 - July 2012
University of Pennsylvania September 2010 - December 2011
Skills
Clinical Research, Cell Culture, Molecular Biology, Microscopy, Lifesciences, Public Speaking, Quantitative Research, Research, SPSS, Data Analysis, Biochemistry, Cell Biology, Community Outreach, Confocal Microscopy, Gel Electrophoresis, Immunohistochemistry, PCR, Policy Analysis, Public Health, Public Policy, Qualitative Research, Stata, Statistics
Education
University of Pennsylvania 2008 — 2012
Bachelor of Arts (B.A.), Biology - Cellular and Molecular
William Madeira's Glenmede Experience May 2012 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Glenmede May 2012 - Present
U.S. Trust 2009 - 2012
Vanguard October 2008 - June 2009
Skills
Equities, Trading
Education
Trinity College-Hartford 2004 — 2008
Bachelor's degree, History
Glenmede May 2012 - Present
U.S. Trust 2009 - 2012
Vanguard October 2008 - June 2009
Skills
Equities, Trading
Education
Trinity College-Hartford 2004 — 2008
Bachelor's degree, History
Meredith Berthelot's Glenmede Experience 2012 - Present
Job Glenmede
Industry Investment Management
Experience
Glenmede 2012 - Present
Education
Kent State University
Bachelor of Arts (B.A.), English Literature; Technical Writing
Ohio University
Glenmede 2012 - Present
Education
Kent State University
Bachelor of Arts (B.A.), English Literature; Technical Writing
Ohio University
Abby Zielinski's Glenmede Experience May 2013 - May 2014
Job Senior Relationship Management Associate at Glenmede Trust Company
Industry Law Practice
Experience
Glenmede Trust Company August 2014 - Present
Temple University, Beasley School of Law August 2011 - May 2014
Glenmede May 2013 - May 2014
Philadelphia Volunteer Lawyers for the Arts January 2013 - April 2013
The Honorable Joel H. Slomsky May 2012 - August 2012
Blue Hill Restaurant August 2009 - June 2011
Lupa Restaurant March 2008 - June 2009
Skills
Legal Writing, Training, Management, Spanish, Legal Research, Microsoft Office, Writing, PowerPoint, Wealth Management, Estate Planning, Gift Tax, Estate Tax Planning
Education
Temple University - James E. Beasley School of Law 2011 — 2014
Doctor of Law (J.D.)
New York University 2005 — 2009
Bachelor of Arts (B.A.), Pyscho-Social Aspects of Identity Formation
Universidad de Sevilla 2004 — 2004
Spanish Culture and History
Jenkintown High School
Glenmede Trust Company August 2014 - Present
Temple University, Beasley School of Law August 2011 - May 2014
Glenmede May 2013 - May 2014
Philadelphia Volunteer Lawyers for the Arts January 2013 - April 2013
The Honorable Joel H. Slomsky May 2012 - August 2012
Blue Hill Restaurant August 2009 - June 2011
Lupa Restaurant March 2008 - June 2009
Skills
Legal Writing, Training, Management, Spanish, Legal Research, Microsoft Office, Writing, PowerPoint, Wealth Management, Estate Planning, Gift Tax, Estate Tax Planning
Education
Temple University - James E. Beasley School of Law 2011 — 2014
Doctor of Law (J.D.)
New York University 2005 — 2009
Bachelor of Arts (B.A.), Pyscho-Social Aspects of Identity Formation
Universidad de Sevilla 2004 — 2004
Spanish Culture and History
Jenkintown High School
Charles Van Ostenbridge's Glenmede Experience May 2013 - August 2013
Job Valuation Analyst at Radford
Industry
Experience
Radford March 2014 - Present
Glenmede May 2013 - August 2013
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Java, Probability Theory, Simulations, Statistics, Stochastic Modeling
Education
University of North Carolina at Chapel Hill 2010 — 2013
Bachelor of Science (BS), Mathematical Decision Sciences
Conestoga High School 2006 — 2010
Radford March 2014 - Present
Glenmede May 2013 - August 2013
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Java, Probability Theory, Simulations, Statistics, Stochastic Modeling
Education
University of North Carolina at Chapel Hill 2010 — 2013
Bachelor of Science (BS), Mathematical Decision Sciences
Conestoga High School 2006 — 2010
Patrick Piel's Glenmede Experience February 1988 - Present
Job Senior Systems Support at Glenmede
Industry Investment Management
Experience
Glenmede February 1988 - Present
La Salle University February 1986 - April 1988
Freshie Foods June 1980 - August 1986
Skills
Microsoft Excel, Microsoft SQL Server, Microsoft Word
Education
La Salle University 1986 — 1986
Lincoln High School 1977 — 1980
Glenmede February 1988 - Present
La Salle University February 1986 - April 1988
Freshie Foods June 1980 - August 1986
Skills
Microsoft Excel, Microsoft SQL Server, Microsoft Word
Education
La Salle University 1986 — 1986
Lincoln High School 1977 — 1980