Hefren-Tillotson, Inc.
Industry: Company
DescriptionFounded: 1948 Parent organization: Masterplan Inc Subsidiaries: Hefren-Tillotson, Inc, Asset Management Arm, Hefren - Tillotson, Inc., Research DivisionFeedbackDisclaimer Claim this knowledge panel Knowledge ResultSee photos See outsideMoved, closed, or was never hereReportHefren-Tillotson, Inc.WebsiteDirections Saved (0) Saved Save 2 Google reviews Corporate office Address: 308 Seventh Ave, Pittsburgh, PA 15222 Hours: Open ⋅ Closes 5PM Tuesday9AM–5PMWednesday9AM–5PMThursday9AM–5PMFriday9AM–4:30PMSaturdayClosedSundayClosedMonday9AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (412) 434-0990Place name: Website: : : : : : : Category: Website: http://www.hefren.com/ Category: Corporate office 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 question See all questions (1) Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Hefren-Tillotson, Inc. Posting publicly on the Web Write a review Reviews 2 Google reviews Latest PostsPosts from Hefren-Tillotson, Inc. View previous posts on Google
Hefren-Tillotson, Inc. List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Hefren-Tillotson, Inc.. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Hefren-Tillotson, Inc. Employees
Callie Thompson Hefren-Tillotson, Inc. June 2015 - Present
Babylangues January 2015 - April 2015
University of South Carolina August 2014 - December 2014
The Medicus Firm May 2014 - August 2014
Darden May 2012 - May 2014
Young Entrepreneurs Across America October 2012 - August 2013
Skills
Financial Modeling, Financial Services, Microsoft Excel, Risk Management, Public Speaking, Financial Planning, Investments, Customer Service, Social Networking, Teamwork, Data Entry, Leadership, Research
Education
University of South Carolina - Darla Moore School of Business 2012 — 2016
Bachelor’s Degree, Finance Major, Risk Management & Insurance Major, Human Resources Major, Junior
American Business School Paris 2015 — 2015
Bachelor of Business Administration (B.B.A.), Finance Major
Cosby High School 2008 — 2012
High School Diploma
Andrew Pravlik Pittsburgh Wealth Management Group June 2011 - Present
Hefren-Tillotson. Inc. June 1996 - September 2009
Hefren-Tillotson June 1992 - May 1996
Skills
Life Insurance, Annuities-Fixed and..., Investment Portfolio..., Financial Planning, Stock and Bond Selection, Non-Correlating Asset..., Long Term Care Insurance, Portfolio Management, Bonds, Stock, Series 7, Retirement Planning, Retirement, Securities, Investments, Hedge Funds, Fixed Income, Equities, Asset, Asset Allocation, Investment Strategies, Estate Planning, Wealth Management, Funding, Alternative Investments, Money Management, Institutional, Valuation, Mutual Funds, ETFs, Investment Advisory, Portfolios, Investment Banking, Credit, Trading, Insurance, High Net Worth..., Quantitative Analysis, Series 63, Pensions, Annuities, Wealth, Managed Accounts, Financial Advisory, 401k, IRA's, Equity Research, Personal Finance, Brokerage, Financial Modeling
Education
Allegheny College 1992 — 1996
Economics/Finance, Economics, Finance, French, History, Political Science
The Snefsky Report January 2015 - Present
(Independent) January 2014 - Present
Capital Ingenuity Corporation July 2005 - December 2012
Snefsky Technologies January 1998 - June 2005
AXA Advisors April 2003 - May 2005
Hefren-Tillotson, Inc. May 2000 - August 2000
Education
Purdue University 1997 — 2002
Bachelor of Science (B.S.), Financial Planning and Counseling
Mt. Lebanon High School 1993 — 1997
Margie Theys Hefren-Tillotson, Inc. September 2013 - Present
Ambit Energy September 2012 - Present
PNC October 2012 - September 2013
PNC September 2010 - September 2012
Dreyfus Funds 2010 - 2010
Standard Retirement Services, Inc. 2002 - 2009
Federated Investors 2002 - 2002
Federated Investors 2000 - 2001
Parker/Hunter 1989 - 1999
Skills
Financial Services, Strategic Financial..., Risk Management, FINRA, Equities, Relationship Management, Hedge Funds, Employee Benefits, Pensions, Finance, Mutual Funds, Financial Advisory, Valuation, Fixed Annuities, Insurance, Financial Modeling
Education
La Roche College
Bachelor of Science (BS), Finance
Naveed Ismail UPMC June 2014 - Present
Phi Delta Theta Fraternity September 2013 - Present
UPMC June 2012 - June 2014
Allegheny College May 2009 - May 2012
Phi Delta Theta Fraternity May 2011 - January 2012
Hefren-Tillotson, Inc. May 2010 - August 2011
Skills
Data Analysis, Research, Critical Thinking, Medical Cost Containment, Public Speaking, Statistics, Healthcare, Analysis, Leadership, Finance, Microsoft Excel, Healthcare Analytics, Pay for Performance, Project Management, Time Management, Cognos, Epic Systems, OBIEE, Financial Analysis, Customer Service, Financial Reporting, Business Strategy, Strategic Leadership, Teamwork, Communication, Event Planning, Social Networking, Qualitative Research, Quantitative Research, Microsoft Office, PowerPoint, Microsoft Word, Social Media, Interpersonal Skill, Adaptability, LaTeX, Money Management, Capital Budgeting, Budgets, Service Line Analytics
Education
Allegheny College 2008 — 2012
Bachelor of Arts (BA), Managerial Economics and Mathematics
Slippery Rock University of Pennsylvania 2007 — 2008
Slippery Rock Area High School 2005 — 2008
High School Diploma, College Preparatory Program, Summa Cum Laude
BOST Benefits July 2015 - Present
Lincoln Financial Advisors August 2013 - June 2015
Hefren-Tillotson, Inc. May 2012 - August 2012
Education
Grove City College 2009 — 2013
Bachelor's degree, Finance
Nathan T. Kauffman, CFP® Hefren-Tillotson, Inc. December 2001 - Present
Education
Grove City College 1997 — 2001
Bachelor of Science, Business Administration
Hefren-Tillotson, Inc. October 2005 - Present
University System of Georgia Board of Regents 1995 - 1999
Education
State University of New York College at Oswego 1988 — 1992
BS, Pre Law
Truman HS
Hefren-Tillotson, Inc. May 2015 - Present
Rose E. Schneider Family YMCA June 2013 - September 2014
Skills
Public Speaking, Finance, Microsoft Excel, Economics
Education
Saint Bonaventure University 2013 — 2017
Finance, General
St. Bonaventure University 2013 — 2017
Bachelor's Degree, Finance and Economics
Hefren-Tillotson, Inc. June 2014 - Present
Skills
Investments, Financial Planning, Wealth Management, Retirement Planning, Mutual Funds, Financial Analysis, Portfolio Management, Investment Advisory, Risk Management, Banking
Education
Duquesne University 2010 — 2014
Bachelor of Science (B.S.), Accounting and Finance
Indigofera distribution ltd June 2015 - Present
Saks Fifth Avenue May 2014 - August 2014
Hefren-Tillotson, Inc. May 2013 - August 2013
Skills
Social Media, Microsoft Office, Team Leadership, Teamwork, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Customer Service, Photoshop, Tenacious Work Ethic, Visual Merchandising
Education
The Ohio State University 2012 — 2016
Bachelor’s Degree, Marketing, Fashion and Retail Studies, 3.904
Mars Area High School 2009 — 2012
High School Diploma
Hefren-Tillotson, Inc. October 2015 - Present
Hefren-Tillotson July 2014 - October 2015
PNC December 2013 - July 2014
Denali Bluffs Hotel and Grande Denali Lodge May 2013 - September 2013
Fairmont Hotels and Resorts November 2012 - January 2013
Fairmont Hotels and Resorts August 2011 - October 2012
Fairmont Hotels and Resorts March 2010 - August 2011
American Country Collection October 2007 - February 2010
G A Richards Company May 2008 - February 2009
Skills
Customer Service, Hospitality, Hospitality Management, Hospitality Industry, Hotels, Front Office, Rooms Division, Retail, Property Management..., Micros, Pre-opening, Concierge Services, Hotel Booking, Guest Service Management, Up-selling, Time Management, Employee Training, Hotel Management, Restaurants, Food & Beverage, Opera, Resorts, Tourism, Sales, Opening Hotels, Reservation, Microsoft Office, Microsoft Excel, Microsoft Word, Management, Customer Satisfaction, Meeting Planning, Leadership, MICROS
Education
Clarion University of Pennsylvania 2014 — 2016
Bachelor of Science (B.S.), Psychology
Calvin College 2004 — 2006
Psychology
Clarion University of Pennsylvania 2001 — 2003
Elementary Education, Mathematics
Hefren-Tillotson, Inc. November 2014 - Present
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Leadership, Customer Service, Public Speaking, Teaching, Research, Microsoft Office, Strategic Planning, Team Building, Sales, English
Education
Clemson University 2009 — 2014
Bachelor's Degree, Management & Accounting Minor
Clemson University - College of Business and Behavioral Science
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