HBK Sorce Financial LLC
Description
Address: 6603 Summit Dr, Canfield, OH 44406 Phone: (330) 758-0428Place name: Website: : : : Category: Hours: : : : Website: http://www.hbkswealth.com/ Category: Financial Planner 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. · Own this business?Add missing informationAdd business hours 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 HBK Sorce Financial Llc Posting publicly on the Web Write a review Reviews Be the first to review
HBK Sorce Financial LLC List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at HBK Sorce Financial LLC. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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HBK Sorce Financial LLC Employees
Employee
Years
Job
Industry
William Collins William Collins's HBK Sorce Financial LLC Experience May 2006 - August 2006
Job Property & Casualty Sales Consultant at Northwest Insurance Services
Industry Insurance
Experience
Northwest Insurance Services January 2013 - Present
The Bert Insurance Group January 2009 - January 2013
Wegmans Food Markets October 2008 - January 2009
Landscaping - Independent Contracting April 2002 - September 2008
Federal Courthouse - Judge McLaughlin June 2007 - August 2007
HBK Sorce Financial LLC May 2006 - August 2006
Skills
Insurance, Microsoft Word, Microsoft Office, Microsoft Excel, Research, Customer Service, Event Planning, Sales, Marketing, Public Speaking, Social Media, PowerPoint
Education
Denison University 2004 — 2008
B.A., Economics & Communication
Penn State University 2008 — 2009
Accounting and Finance
Northwest Insurance Services January 2013 - Present
The Bert Insurance Group January 2009 - January 2013
Wegmans Food Markets October 2008 - January 2009
Landscaping - Independent Contracting April 2002 - September 2008
Federal Courthouse - Judge McLaughlin June 2007 - August 2007
HBK Sorce Financial LLC May 2006 - August 2006
Skills
Insurance, Microsoft Word, Microsoft Office, Microsoft Excel, Research, Customer Service, Event Planning, Sales, Marketing, Public Speaking, Social Media, PowerPoint
Education
Denison University 2004 — 2008
B.A., Economics & Communication
Penn State University 2008 — 2009
Accounting and Finance
John E. Baker CFP, CLU, APMA, ChFC, CPCU John E. Baker CFP, CLU, APMA, ChFC, CPCU's HBK Sorce Financial LLC Experience April 1995 - January 1996
Job Financial Advisor at Kingdom Financial Group a financial advisory practice of Ameriprise Financial Services, Inc
Industry Financial Services
Experience
Ameriprise Financial April 2013 - Present
East lake road Alliance Church March 2013 - Present
Kingdom Financial Group, Inc. May 2001 - Present
Cetera advisor networks October 2005 - April 2013
East lake Road Alliance Church 1999 - March 2013
Billy Graham Evangelistic Association 2013 - 2013
Erie Insurance Group February 1999 - February 2002
Evans Capital Management February 1996 - February 1997
HBK Sorce Financial LLC April 1995 - January 1996
MetLife April 1983 - February 1995
Education
Indiana University of Pennsylvania 1979 — 1981
Bachelors, Accounting/Finance
Youngsville High School 1975 — 1977
Ameriprise Financial April 2013 - Present
East lake road Alliance Church March 2013 - Present
Kingdom Financial Group, Inc. May 2001 - Present
Cetera advisor networks October 2005 - April 2013
East lake Road Alliance Church 1999 - March 2013
Billy Graham Evangelistic Association 2013 - 2013
Erie Insurance Group February 1999 - February 2002
Evans Capital Management February 1996 - February 1997
HBK Sorce Financial LLC April 1995 - January 1996
MetLife April 1983 - February 1995
Education
Indiana University of Pennsylvania 1979 — 1981
Bachelors, Accounting/Finance
Youngsville High School 1975 — 1977
Steven Pickard Steven Pickard's HBK Sorce Financial LLC Experience December 2000 - March 2002
Job President at Carswell Investments, LLC
Industry Investment Management
Experience
Carswell Investments, LLC July 2011 - Present
Pinnacle Capital Management, LLC October 2008 - July 2011
Pinnacle Investments, LLC May 2004 - July 2011
Morgan Stanley August 2003 - May 2004
A.G. Edwards June 2002 - August 2003
HBK Sorce Financial, LLC December 2000 - March 2002
Education
Mercyhurst University 1998 — 2002
Bachelor of Arts, Business, Finance
Christian Brothers Academy
Carswell Investments, LLC July 2011 - Present
Pinnacle Capital Management, LLC October 2008 - July 2011
Pinnacle Investments, LLC May 2004 - July 2011
Morgan Stanley August 2003 - May 2004
A.G. Edwards June 2002 - August 2003
HBK Sorce Financial, LLC December 2000 - March 2002
Education
Mercyhurst University 1998 — 2002
Bachelor of Arts, Business, Finance
Christian Brothers Academy
Robert Lamberti, CFA Robert Lamberti, CFA's HBK Sorce Financial LLC Experience 2008 - 2009
Job Principal & Vice President Investments at Summit Financial Resources, Inc.
Industry Financial Services
Experience
Summit Financial Resources, Inc. July 2009 - Present
HBK Sorce Financial LLC 2008 - 2009
McHugh Associates 2005 - 2007
GMT Capital 2005 - 2005
Fox Asset Management 2002 - 2005
Cutler & Company, LLC 1998 - 2002
Valuation Research Corporation 1997 - 1998
Air Products and Chemicals 1995 - 1997
Rohm & Haas 1993 - 1995
Rohm & Haas 1989 - 1993
Education
Temple University 1991 — 1995
MBA, Finance, Asset Management
Purdue University 1985 — 1989
BS, Chemical Engineering
Summit Financial Resources, Inc. July 2009 - Present
HBK Sorce Financial LLC 2008 - 2009
McHugh Associates 2005 - 2007
GMT Capital 2005 - 2005
Fox Asset Management 2002 - 2005
Cutler & Company, LLC 1998 - 2002
Valuation Research Corporation 1997 - 1998
Air Products and Chemicals 1995 - 1997
Rohm & Haas 1993 - 1995
Rohm & Haas 1989 - 1993
Education
Temple University 1991 — 1995
MBA, Finance, Asset Management
Purdue University 1985 — 1989
BS, Chemical Engineering
Scott Harmle Scott Harmle's HBK Sorce Financial LLC Experience June 2008 - November 2010
Job Data Pack Coordinator at SPX Corporation
Industry Financial Services
Experience
SPX Corporation March 2012 - Present
Harmle Construction May 2011 - March 2012
Hill, Barth & King LLC November 2010 - May 2011
HBK Sorce Financial LLC June 2008 - November 2010
H&R Block January 2008 - April 2008
Panera Bread June 2003 - January 2008
Education
Pennsylvania State University-Erie Campus 2005 — 2009
B.S., Finance
SPX Corporation March 2012 - Present
Harmle Construction May 2011 - March 2012
Hill, Barth & King LLC November 2010 - May 2011
HBK Sorce Financial LLC June 2008 - November 2010
H&R Block January 2008 - April 2008
Panera Bread June 2003 - January 2008
Education
Pennsylvania State University-Erie Campus 2005 — 2009
B.S., Finance
Rebecca Ramey Rebecca Ramey's HBK Sorce Financial LLC Experience May 2009 - September 2009
Job Secretary at Jones, Foster, Johnston & Stubbs, P.A.
Industry Legal Services
Experience
Jones, Foster, Johnston & Stubbs, P.A. December 2011 - Present
Michael's Craft Store July 2010 - December 2010
HBK Sorce Financial LLC May 2009 - September 2009
Skills
Microsoft Office, Customer Service, Time Management, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Social Media, Office Management, Spreadsheets, Administrative..., Access, Data Entry, Finance, Telephone Skills, Office Administration, Bookkeeping, Sales
Education
Northwood University 2007 — 2010
BBA, Banking/Finance & Management
Jones, Foster, Johnston & Stubbs, P.A. December 2011 - Present
Michael's Craft Store July 2010 - December 2010
HBK Sorce Financial LLC May 2009 - September 2009
Skills
Microsoft Office, Customer Service, Time Management, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Social Media, Office Management, Spreadsheets, Administrative..., Access, Data Entry, Finance, Telephone Skills, Office Administration, Bookkeeping, Sales
Education
Northwood University 2007 — 2010
BBA, Banking/Finance & Management
Katie Newcombe Katie Newcombe's HBK Sorce Financial LLC Experience 2004 - 2007
Job Senior Economic Developer at National Grid
Industry Utilities
Experience
National Grid November 2014 - Present
Capitalize Albany Corporation February 2013 - November 2014
Governor's Action Team - Commonwealth of Pennsylvania June 2009 - February 2013
Penn State Erie, The Behrend College January 2012 - May 2012
Governor's Action Team - Commonwealth of Pennsylvania September 2008 - June 2009
North Carolina Department of Commerce, International Trade Division May 2007 - September 2008
HBK Sorce Financial LLC 2004 - 2007
Skills
Economic Development, Analysis, Leadership, Management, Public Speaking, Nonprofits, Public Relations, Marketing Strategy, Event Planning, Financial Analysis, Policy, Strategic Planning, Program Development, Entrepreneurship, Community Outreach, Grants, Economics, Fundraising, Community Development, Leadership Development, Business Development, New Business Development, Grant Writing, Proposal Writing, Non-profits, Public Policy, Research, Marketing, Government, Budgets, Program Management
Education
Pennsylvania State University-Erie Campus 2003 — 2005
M.B.A, Master of Business Administration
Pennsylvania State University-Erie Campus 1999 — 2003
B.S., Business Economics and Finance
National Grid November 2014 - Present
Capitalize Albany Corporation February 2013 - November 2014
Governor's Action Team - Commonwealth of Pennsylvania June 2009 - February 2013
Penn State Erie, The Behrend College January 2012 - May 2012
Governor's Action Team - Commonwealth of Pennsylvania September 2008 - June 2009
North Carolina Department of Commerce, International Trade Division May 2007 - September 2008
HBK Sorce Financial LLC 2004 - 2007
Skills
Economic Development, Analysis, Leadership, Management, Public Speaking, Nonprofits, Public Relations, Marketing Strategy, Event Planning, Financial Analysis, Policy, Strategic Planning, Program Development, Entrepreneurship, Community Outreach, Grants, Economics, Fundraising, Community Development, Leadership Development, Business Development, New Business Development, Grant Writing, Proposal Writing, Non-profits, Public Policy, Research, Marketing, Government, Budgets, Program Management
Education
Pennsylvania State University-Erie Campus 2003 — 2005
M.B.A, Master of Business Administration
Pennsylvania State University-Erie Campus 1999 — 2003
B.S., Business Economics and Finance
Ryan P. Millimaci, CFP®, CRPS® Ryan P. Millimaci, CFP®, CRPS®'s HBK Sorce Financial LLC Experience November 2005 - February 2010
Job Vice President and Relationship Advisor at F.N.B. Corporation
Industry Financial Services
Experience
F.N.B. Corporation January 2014 - Present
F.N.B. Corporation February 2010 - December 2013
HBK Sorce Financial LLC November 2005 - February 2010
Evans Capital Management Inc. May 2002 - October 2005
Skills
Personal Financial..., Retirement Planning, Estate Planning, Investment Management, Insurance Planning, Business Succession..., Financial Planners, Wealth Management, Portfolio Management, Finance, Banking, Strategic Financial..., Retirement, Mutual Funds, Succession Planning, Wealth Management..., Financial Planning
Education
Penn State University 1999 — 2004
Bachelor of Science (BS), Finance, General
Mercyhurst Prep 1995 — 1999
Sacred Heart Erie, PA
F.N.B. Corporation January 2014 - Present
F.N.B. Corporation February 2010 - December 2013
HBK Sorce Financial LLC November 2005 - February 2010
Evans Capital Management Inc. May 2002 - October 2005
Skills
Personal Financial..., Retirement Planning, Estate Planning, Investment Management, Insurance Planning, Business Succession..., Financial Planners, Wealth Management, Portfolio Management, Finance, Banking, Strategic Financial..., Retirement, Mutual Funds, Succession Planning, Wealth Management..., Financial Planning
Education
Penn State University 1999 — 2004
Bachelor of Science (BS), Finance, General
Mercyhurst Prep 1995 — 1999
Sacred Heart Erie, PA
Dana Giallonardo Dana Giallonardo's HBK Sorce Financial LLC Experience June 2008 - August 2008
Job Associate at Pion, Nerone, Girman, Winslow & Smith, P.C.
Industry Law Practice
Experience
Pion, Nerone, Girman, Winslow & Smith, P.C. September 2014 - Present
Crawford County Court of Common Pleas July 2013 - August 2014
Blumling & Gusky, LLP February 2012 - April 2013
Allegheny County Court of Common Pleas, Civil Division August 2011 - December 2011
Allegheny County Court of Common Pleas, Family Division May 2011 - August 2011
Lehigh County January 2010 - May 2010
HBK Sorce Financial LLC June 2008 - August 2008
Skills
Legal Research, Legal Writing, Lexis, Westlaw, Family Law, Hearings
Education
Duquesne University School of Law 2010 — 2013
Doctor of Law (J.D.), Law
Lehigh University 2006 — 2010
Bachelor of Arts (B.A.), Journalism
Shadyside Academy 2002 — 2006
Pion, Nerone, Girman, Winslow & Smith, P.C. September 2014 - Present
Crawford County Court of Common Pleas July 2013 - August 2014
Blumling & Gusky, LLP February 2012 - April 2013
Allegheny County Court of Common Pleas, Civil Division August 2011 - December 2011
Allegheny County Court of Common Pleas, Family Division May 2011 - August 2011
Lehigh County January 2010 - May 2010
HBK Sorce Financial LLC June 2008 - August 2008
Skills
Legal Research, Legal Writing, Lexis, Westlaw, Family Law, Hearings
Education
Duquesne University School of Law 2010 — 2013
Doctor of Law (J.D.), Law
Lehigh University 2006 — 2010
Bachelor of Arts (B.A.), Journalism
Shadyside Academy 2002 — 2006
Matthew DiTullio's HBK Sorce Financial LLC Experience February 2010 - May 2010
Job Senior Consultant at Protiviti
Industry Accounting
Experience
Protiviti July 2013 - Present
PNC August 2011 - July 2013
Clarion University September 2010 - August 2011
Presque Isle Downs and Casino May 2008 - August 2010
HBK Sorce Financial LLC February 2010 - May 2010
Skills
Time Management, Financial Analysis, Accounting, Financial Reporting, Auditing, Microsoft Excel, Access, Microsoft Office, Budgets, Account Reconciliation, Financial Accounting, PowerPoint, Internal Controls, Financial Modeling, Microsoft Word, Customer Service, Internal Audit, Payroll, Finance, Strategic Financial..., Business Analysis
Education
Clarion University of Pennsylvania 2010 — 2011
Masters, Business Administration
Mercyhurst College 2006 — 2010
Bachelors, Finance
Mercyhurst University 2006 — 2010
Bachelors, Accounting
Protiviti July 2013 - Present
PNC August 2011 - July 2013
Clarion University September 2010 - August 2011
Presque Isle Downs and Casino May 2008 - August 2010
HBK Sorce Financial LLC February 2010 - May 2010
Skills
Time Management, Financial Analysis, Accounting, Financial Reporting, Auditing, Microsoft Excel, Access, Microsoft Office, Budgets, Account Reconciliation, Financial Accounting, PowerPoint, Internal Controls, Financial Modeling, Microsoft Word, Customer Service, Internal Audit, Payroll, Finance, Strategic Financial..., Business Analysis
Education
Clarion University of Pennsylvania 2010 — 2011
Masters, Business Administration
Mercyhurst College 2006 — 2010
Bachelors, Finance
Mercyhurst University 2006 — 2010
Bachelors, Accounting