Hornor Townsend & Kent
Industry: Company
DescriptionFounded: 1969 Parent organization: Penn Mutual Subsidiary: Hornor, Townsend & Kent, Inc., Asset Management Arm
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Hornor Townsend & Kent Employees
Employee
Years
Job
Industry
Suzanne Dube Suzanne Dube's Hornor Townsend & Kent Experience October 2012 - July 2013
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. July 2013 - Present
Hornor Townsend & Kent October 2012 - July 2013
OneAmerica Financial Partners Inc. December 2011 - October 2012
Park Row Associates October 2005 - January 2007
MA Business Association November 1990 - October 2005
Education
Suffolk University - Sawyer School of Management 2006 — 2007
Master of Business Administration (MBA), Business
Lesley University 1999 — 2002
Bachelor's degree, Business Administration and Management, General
Ameriprise Financial Services, Inc. July 2013 - Present
Hornor Townsend & Kent October 2012 - July 2013
OneAmerica Financial Partners Inc. December 2011 - October 2012
Park Row Associates October 2005 - January 2007
MA Business Association November 1990 - October 2005
Education
Suffolk University - Sawyer School of Management 2006 — 2007
Master of Business Administration (MBA), Business
Lesley University 1999 — 2002
Bachelor's degree, Business Administration and Management, General
Daniel E. Beasley Daniel E. Beasley's Hornor Townsend & Kent Experience October 2010 - July 2013
Job Realtor/Sales Representative
Industry Real Estate
Experience
DR Horton September 2013 - Present
Hornor Townsend & Kent October 2010 - July 2013
Skills
Retirement Planning, Series 7, Mutual Funds, Investment Advisory
Education
Emory and Henry College 1986 — 1988
Bachelor of Arts (BA), Mass Communication/Media Studies
DR Horton September 2013 - Present
Hornor Townsend & Kent October 2010 - July 2013
Skills
Retirement Planning, Series 7, Mutual Funds, Investment Advisory
Education
Emory and Henry College 1986 — 1988
Bachelor of Arts (BA), Mass Communication/Media Studies
Scott Polter Scott Polter's Hornor Townsend & Kent Experience 2007 - 2012
Job Chief Operating Officer and Business Development Strategist at McQueen, Ball & Associates Private Wealth Management
Industry Investment Management
Experience
McQueen, Ball & Associates 2013 - Present
Hornor Townsend & Kent 2007 - 2012
Lincoln Investment Planning 1992 - 2007
Skills
Wealth Management, Philanthropy, Investment Management, Strategic Leadership, Multi-generational..., Planned Giving, Regulatory Compliance, Relationship Management, Family Office
Education
Temple University - Fox School of Business and Management
Bachelor of Business Administration (BBA), Finance
The American College
Master of Science in Management (MSM), Organizational Leadership
McQueen, Ball & Associates 2013 - Present
Hornor Townsend & Kent 2007 - 2012
Lincoln Investment Planning 1992 - 2007
Skills
Wealth Management, Philanthropy, Investment Management, Strategic Leadership, Multi-generational..., Planned Giving, Regulatory Compliance, Relationship Management, Family Office
Education
Temple University - Fox School of Business and Management
Bachelor of Business Administration (BBA), Finance
The American College
Master of Science in Management (MSM), Organizational Leadership
Danielle M Perry's Hornor Townsend & Kent Experience March 2011 - September 2011
Job Hair Stylist/ Makeup Artist at Salon Esperanza
Industry Cosmetics
Experience
Salon Esperanza May 2012 - Present
SEPHORA October 2011 - February 2013
Hornor Townsend & Kent March 2011 - September 2011
Penn Mutual September 2007 - March 2011
160over90 January 2007 - May 2007
Center City Proprietors Association September 2006 - December 2006
Skills
Insurance, Customer Service, Life Insurance, Risk Management, Team Building, Sales, Process Improvement, Microsoft Office, Leadership, Microsoft Word, Public Relations, Press Releases, Newsletters, Research, Training, Microsoft Excel, Business Process, Time Management, Project Planning, Community Outreach
Education
The Vision Academy 2011 — 2012
Cosmetology Certificate
Pennsylvania State University-Great Valley Graduate Center 2008 — 2010
MBA, Business Administration
Temple University 2004 — 2007
BA, Public Relations
Salon Esperanza May 2012 - Present
SEPHORA October 2011 - February 2013
Hornor Townsend & Kent March 2011 - September 2011
Penn Mutual September 2007 - March 2011
160over90 January 2007 - May 2007
Center City Proprietors Association September 2006 - December 2006
Skills
Insurance, Customer Service, Life Insurance, Risk Management, Team Building, Sales, Process Improvement, Microsoft Office, Leadership, Microsoft Word, Public Relations, Press Releases, Newsletters, Research, Training, Microsoft Excel, Business Process, Time Management, Project Planning, Community Outreach
Education
The Vision Academy 2011 — 2012
Cosmetology Certificate
Pennsylvania State University-Great Valley Graduate Center 2008 — 2010
MBA, Business Administration
Temple University 2004 — 2007
BA, Public Relations
Gregory A Malcolm Jr's Hornor Townsend & Kent Experience November 2006 - February 2008
Job Financial Specialist at PNC Bank
Industry Financial Services
Experience
PNC Bank / PNC Financial Services July 2012 - Present
PNC Bank / PNC Financial Services February 2008 - July 2012
Hornor Townsend & Kent November 2006 - February 2008
Hornor Townsend & Kent July 2003 - November 2006
Hornor Townsend & Kent July 2001 - July 2003
Skills
Leadership, Strategic Leadership, Team Building, Customer Satisfaction, Customer Relations, Client Relations, Client Liaison, Mutual Funds
Education
Kaplan University 2001 — 2010
Insurance and Financial Services
Saint Joseph's University 2003 — 2004
University of Colorado at Colorado Springs 1998 — 2001
BSBA, Business Administration and Management, General
Montgomery County Community College 1996 — 1998
PNC Bank / PNC Financial Services July 2012 - Present
PNC Bank / PNC Financial Services February 2008 - July 2012
Hornor Townsend & Kent November 2006 - February 2008
Hornor Townsend & Kent July 2003 - November 2006
Hornor Townsend & Kent July 2001 - July 2003
Skills
Leadership, Strategic Leadership, Team Building, Customer Satisfaction, Customer Relations, Client Relations, Client Liaison, Mutual Funds
Education
Kaplan University 2001 — 2010
Insurance and Financial Services
Saint Joseph's University 2003 — 2004
University of Colorado at Colorado Springs 1998 — 2001
BSBA, Business Administration and Management, General
Montgomery County Community College 1996 — 1998
Scott P. McGovern Scott P. McGovern's Hornor Townsend & Kent Experience January 2008 - September 2012
Job Cofounder GreenRush Investors®
Industry Management Consulting
Experience
GreenRush Investors® October 2012 - Present
Hornor Townsend & Kent January 2008 - September 2012
Skills
Medical Marijuana, Management Consulting, Business Strategy, Marketing, Social Media Marketing, Web Design, WordPress, CSS, HTML Scripting, Web Development, Web Analytics, Alternative Investments, Investments, Mutual Funds, Investment Strategies, Finance, Wealth Management, Securities, Financial Services, Retirement Planning, Estate Planning, Financial Advisory, Leadership, Strategic Financial..., Asset Allocation, Equities, Asset Managment, Financial Planning, Financial Analysis, Management, FINRA, Life & Health Insurance..., High Net Worth..., Business Planning, Risk Management, Wealth Management..., Investment Management, Asset Management, ETFs, Variable Annuities, Separately Managed..., Trading, 401k, Wealth Accumulation, Portfolio Management
Education
University of Massachusetts at Amherst - Isenberg School of Management 2005 — 2007
BS, Finance and Operations Management
SUNY Albany 2003 — 2004
BS, Finance, General
GreenRush Investors® October 2012 - Present
Hornor Townsend & Kent January 2008 - September 2012
Skills
Medical Marijuana, Management Consulting, Business Strategy, Marketing, Social Media Marketing, Web Design, WordPress, CSS, HTML Scripting, Web Development, Web Analytics, Alternative Investments, Investments, Mutual Funds, Investment Strategies, Finance, Wealth Management, Securities, Financial Services, Retirement Planning, Estate Planning, Financial Advisory, Leadership, Strategic Financial..., Asset Allocation, Equities, Asset Managment, Financial Planning, Financial Analysis, Management, FINRA, Life & Health Insurance..., High Net Worth..., Business Planning, Risk Management, Wealth Management..., Investment Management, Asset Management, ETFs, Variable Annuities, Separately Managed..., Trading, 401k, Wealth Accumulation, Portfolio Management
Education
University of Massachusetts at Amherst - Isenberg School of Management 2005 — 2007
BS, Finance and Operations Management
SUNY Albany 2003 — 2004
BS, Finance, General
Dusten Long Dusten Long's Hornor Townsend & Kent Experience July 2015 - Present
Job Director, Advisor Support & Product Management at Hornor Townsend & Kent
Industry Investment Management
Experience
Hornor Townsend & Kent July 2015 - Present
Hornor Townsend & Kent 2006 - June 2015
Federated Investors 2001 - 2005
Skills
Series 7, Alternative Investments, Asset Allocation, Mutual Funds, Series 63, Investments, Investment Advisory, Investment Strategies, Series 65, Portfolio Management
Education
Edinboro University of Pennsylvania
BA, Finance
Hornor Townsend & Kent July 2015 - Present
Hornor Townsend & Kent 2006 - June 2015
Federated Investors 2001 - 2005
Skills
Series 7, Alternative Investments, Asset Allocation, Mutual Funds, Series 63, Investments, Investment Advisory, Investment Strategies, Series 65, Portfolio Management
Education
Edinboro University of Pennsylvania
BA, Finance
Donald Riggs, CFP®'s Hornor Townsend & Kent Experience 1984 - 2001
Job Riggs Insurance and Financial Services
Industry Financial Services
Experience
Capital Financial Services, Inc September 2012 - Present
Riggs Insurance and Financial Services June 2011 - Present
Applied General Agency, Inc. 2011 - 2013
Hornor Townsend & Kent 1984 - 2001
Medical Equipment and Supply Sales 1969 - 1984
High School and Junior College 1967 - 1969
Skills
Financial Advisory, Estate Planning, Retirement Income..., Financial Planning, Wealth Management, Long Term Care Planning, Life Insurance planning
Education
Western Washington University 1965 — 1967
BA, Education
Linfield College 1963 — 1965
Physical Education
Capital Financial Services, Inc September 2012 - Present
Riggs Insurance and Financial Services June 2011 - Present
Applied General Agency, Inc. 2011 - 2013
Hornor Townsend & Kent 1984 - 2001
Medical Equipment and Supply Sales 1969 - 1984
High School and Junior College 1967 - 1969
Skills
Financial Advisory, Estate Planning, Retirement Income..., Financial Planning, Wealth Management, Long Term Care Planning, Life Insurance planning
Education
Western Washington University 1965 — 1967
BA, Education
Linfield College 1963 — 1965
Physical Education
Emily Jean Occhipinti Emily Jean Occhipinti's Hornor Townsend & Kent Experience August 2008 - June 2010
Job Trader at Redmile Group LLC
Industry Financial Services
Experience
Redmile Group LLC November 2013 - Present
Kickstart Soccer Academy July 2009 - Present
Knight Capital Group June 2010 - November 2013
Hornor Townsend & Kent August 2008 - June 2010
Education
Lehigh University 2005 — 2008
B.S., Finance & Accounting
College of Charleston 2004 — 2005
Redmile Group LLC November 2013 - Present
Kickstart Soccer Academy July 2009 - Present
Knight Capital Group June 2010 - November 2013
Hornor Townsend & Kent August 2008 - June 2010
Education
Lehigh University 2005 — 2008
B.S., Finance & Accounting
College of Charleston 2004 — 2005
Edward Pecelli Edward Pecelli's Hornor Townsend & Kent Experience 1999 - 2001
Job Director of Professional Services at CLM Matrix
Industry Computer Software
Experience
CLM Matrix 2009 - Present
Canon Technology Solutions 2005 - 2009
Canon Technology Solutions 2002 - 2005
Hornor Townsend & Kent 1999 - 2001
Hornor Townsend & Kent 1998 - 1999
Hornor Townsend & Kent 1997 - 1998
Hornor Townsend & Kent 1995 - 1997
Merrill Lynch 1992 - 1995
Kurz-Allen Freight Forwarders & Customs Brokers 1990 - 1992
Skills
Business Process, Business Analysis, Process Improvement, SharePoint, Management, Strategy, Strategic Planning, Document Management, Enterprise Software, Professional Services, Change Management, Project Management, Market Research, Enterprise Content..., Business Intelligence, IT Strategy
Education
Drexel University 1998 — 2002
MBA, Finance & Marketing
Georgetown University 1985 — 1989
BSFS, International Commerce & Finance
CLM Matrix 2009 - Present
Canon Technology Solutions 2005 - 2009
Canon Technology Solutions 2002 - 2005
Hornor Townsend & Kent 1999 - 2001
Hornor Townsend & Kent 1998 - 1999
Hornor Townsend & Kent 1997 - 1998
Hornor Townsend & Kent 1995 - 1997
Merrill Lynch 1992 - 1995
Kurz-Allen Freight Forwarders & Customs Brokers 1990 - 1992
Skills
Business Process, Business Analysis, Process Improvement, SharePoint, Management, Strategy, Strategic Planning, Document Management, Enterprise Software, Professional Services, Change Management, Project Management, Market Research, Enterprise Content..., Business Intelligence, IT Strategy
Education
Drexel University 1998 — 2002
MBA, Finance & Marketing
Georgetown University 1985 — 1989
BSFS, International Commerce & Finance
Levi Larson, LUTCF Levi Larson, LUTCF's Hornor Townsend & Kent Experience January 2011 - Present
Job Associate Partner at Cambridge Financial Center
Industry Investment Management
Experience
Larson CPA & Advisors, PLLC December 2013 - Present
Hornor Townsend & Kent January 2011 - Present
Cambridge Financial Center January 2011 - Present
Larson Insurance & Financial Services February 2008 - Present
MassMutual Financial Group August 2009 - December 2010
Beneficial Financial Group February 2008 - August 2009
Skills
Retirement, Insurance, Mutual Funds, Health Insurance, Retirement Planning, Wealth Management, Finance, Investment Advisory, Financial Services, Strategic Financial..., Investments, Fixed Annuities, IRAs, Financial Planners, 401k, Estate Planning, Life Insurance, Disability Insurance, Financial Advisory, Small Business, Term Life Insurance, Securities, Long-term Care, Portfolio Management, Asset Management, High Net Worth..., Pensions, Series 7, Personal Finance, Financial Planning
Education
Southern Utah University 2003 — 2008
Bachelor's degree, Accounting
The American College
LUTCF
Larson CPA & Advisors, PLLC December 2013 - Present
Hornor Townsend & Kent January 2011 - Present
Cambridge Financial Center January 2011 - Present
Larson Insurance & Financial Services February 2008 - Present
MassMutual Financial Group August 2009 - December 2010
Beneficial Financial Group February 2008 - August 2009
Skills
Retirement, Insurance, Mutual Funds, Health Insurance, Retirement Planning, Wealth Management, Finance, Investment Advisory, Financial Services, Strategic Financial..., Investments, Fixed Annuities, IRAs, Financial Planners, 401k, Estate Planning, Life Insurance, Disability Insurance, Financial Advisory, Small Business, Term Life Insurance, Securities, Long-term Care, Portfolio Management, Asset Management, High Net Worth..., Pensions, Series 7, Personal Finance, Financial Planning
Education
Southern Utah University 2003 — 2008
Bachelor's degree, Accounting
The American College
LUTCF
Miller David's Hornor Townsend & Kent Experience 1986 - May 2015
Job Insurance and Investment Specialist at Ameriprise Financial
Industry Investment Management
Experience
The Schumacher Group May 2015 - Present
Miller Financial Services, Inc January 1993 - Present
XXI Century Financial, Inc. 2010 - May 2015
Hornor Townsend & Kent 1986 - May 2015
Powell United Methodist Church 2007 - 2011
Skills
Series 7, Retirement Planning, Investment Advisory, Asset Allocation, Mutual Funds, Strategic Financial..., Investments, Financial Planners, Pensions, Finance, Investment Strategies, Retirement, Series 63, 401k, Wealth Management, Fixed Annuities, Financial Advisory, Financial Planning, Uniform Combined State...
Education
The Ohio State University 1973 — 1977
Bachelor's degree, Insurance and Marketing
The Ohio State University Fisher College of Business 1973 — 1977
Bachelor's degree, Insurance & Risk
The Schumacher Group May 2015 - Present
Miller Financial Services, Inc January 1993 - Present
XXI Century Financial, Inc. 2010 - May 2015
Hornor Townsend & Kent 1986 - May 2015
Powell United Methodist Church 2007 - 2011
Skills
Series 7, Retirement Planning, Investment Advisory, Asset Allocation, Mutual Funds, Strategic Financial..., Investments, Financial Planners, Pensions, Finance, Investment Strategies, Retirement, Series 63, 401k, Wealth Management, Fixed Annuities, Financial Advisory, Financial Planning, Uniform Combined State...
Education
The Ohio State University 1973 — 1977
Bachelor's degree, Insurance and Marketing
The Ohio State University Fisher College of Business 1973 — 1977
Bachelor's degree, Insurance & Risk
Charles Santos, CLU Charles Santos, CLU's Hornor Townsend & Kent Experience November 2013 - Present
Job Regional Marketing Director
Industry Financial Services
Experience
Penn Mutual September 2012 - Present
Hornor Townsend & Kent November 2013 - Present
OC Wealth Advisors Insurance Services August 2011 - October 2013
Pacific Life July 2001 - March 2011
Skills
Retirement Planning, Fixed Annuities, Life Insurance, Estate Planning, Insurance, Small Business, Wealth Management, Retirement, Financial Advisory, Succession Planning, Business Planning, Strategic Financial...
Education
University of California, Irvine 1995 — 1999
Penn Mutual September 2012 - Present
Hornor Townsend & Kent November 2013 - Present
OC Wealth Advisors Insurance Services August 2011 - October 2013
Pacific Life July 2001 - March 2011
Skills
Retirement Planning, Fixed Annuities, Life Insurance, Estate Planning, Insurance, Small Business, Wealth Management, Retirement, Financial Advisory, Succession Planning, Business Planning, Strategic Financial...
Education
University of California, Irvine 1995 — 1999
Joe Ornelas Joe Ornelas's Hornor Townsend & Kent Experience January 1995 - December 2004
Job Owner at DandT Tax Service LLC
Industry Financial Services
Experience
DandT Tax Service LLC August 2012 - Present
Ornelas Financial Services Inc. January 1990 - Present
Ornelas Financial Services Inc. January 1987 - Present
Hornor Townsend & Kent January 1995 - December 2004
Skills
Insurance Planning, Safe Money Strategies, Tax Planning Strategies, Retirement Planning, Strategic Financial..., Insurance, Fixed Annuities, Estate Planning, Wealth Accumulation, Tax Returns, Financial Planners, Strategies, Tax, Money, Long Term Care Insurance, Disability Insurance, IRAs, Retirement, Long-term Care, Finance, Investments, 401k, Life Insurance, Series 7, Mutual Funds, Term Life Insurance, Financial Services, Financial Advisory, Pensions, Strategic Planning, Management, Customer Service, Wealth Management, Small Business, Financial Planning
Education
The University of New Mexico 1979 — 1987
"Bachelor of Science", Political Science and Government
DandT Tax Service LLC August 2012 - Present
Ornelas Financial Services Inc. January 1990 - Present
Ornelas Financial Services Inc. January 1987 - Present
Hornor Townsend & Kent January 1995 - December 2004
Skills
Insurance Planning, Safe Money Strategies, Tax Planning Strategies, Retirement Planning, Strategic Financial..., Insurance, Fixed Annuities, Estate Planning, Wealth Accumulation, Tax Returns, Financial Planners, Strategies, Tax, Money, Long Term Care Insurance, Disability Insurance, IRAs, Retirement, Long-term Care, Finance, Investments, 401k, Life Insurance, Series 7, Mutual Funds, Term Life Insurance, Financial Services, Financial Advisory, Pensions, Strategic Planning, Management, Customer Service, Wealth Management, Small Business, Financial Planning
Education
The University of New Mexico 1979 — 1987
"Bachelor of Science", Political Science and Government
ADNAN SHAMSI ADNAN SHAMSI's Hornor Townsend & Kent Experience July 2009 - January 2014
Job Strategic Coaching, Planning & Advisory
Industry Professional Training & Coaching
Experience
Adnan Shamsi March 2014 - Present
Hornor Townsend & Kent July 2009 - January 2014
UBS AG May 2008 - June 2009
Penn Mutual May 2007 - April 2008
Permanent Mission to the United Nations, ROP February 2007 - May 2007
Bank of America July 1997 - February 2007
Center for Business Education and Research (CIBER) September 1996 - July 1997
Teledyne February 1996 - May 1996
The Chase Manhattan Bank 1992 - 1994
Skills
Strategic Planning, Leadership Development, Fundraising, Philanthropy, Non-profit Consulting, Global Business..., Health Insurance
Education
Thunderbird School of Global Management 1995 — 1996
MBA / MIM, Finance / International Business
Rutgers, The State University of New Jersey-New Brunswick 1988 — 1992
BA, Economics, Middle East Studies
Adnan Shamsi March 2014 - Present
Hornor Townsend & Kent July 2009 - January 2014
UBS AG May 2008 - June 2009
Penn Mutual May 2007 - April 2008
Permanent Mission to the United Nations, ROP February 2007 - May 2007
Bank of America July 1997 - February 2007
Center for Business Education and Research (CIBER) September 1996 - July 1997
Teledyne February 1996 - May 1996
The Chase Manhattan Bank 1992 - 1994
Skills
Strategic Planning, Leadership Development, Fundraising, Philanthropy, Non-profit Consulting, Global Business..., Health Insurance
Education
Thunderbird School of Global Management 1995 — 1996
MBA / MIM, Finance / International Business
Rutgers, The State University of New Jersey-New Brunswick 1988 — 1992
BA, Economics, Middle East Studies
Jason Barney Jason Barney's Hornor Townsend & Kent Experience October 2002 - November 2008
Job Financial Planner/Investment Advisor at Wealth Alliance, LLC
Industry Financial Services
Experience
Wealth Alliance, LLC September 2011 - Present
Crosswind Strategies November 2008 - September 2011
Hornor Townsend & Kent October 2002 - November 2008
Penn Mutual October 2002 - December 2004
Independence Capital Group 1998 - 2001
Costco Wholesale 1991 - 2000
Skills
Retirement Planning, Financial Planning, Insurance, Pensions, 401k, Wealth Management, Wealth Transfer, Investments, Asset Management, Investment Advisory, Employee Benefits, Alternative Investments, Retirement Income..., Series 7, Series 65, Series 63, Series 6, Distribution..., Estate Planning, Strategic Financial..., Retirement, Securities, Portfolio Management, Mutual Funds, Financial Services, Investment Strategies, Financial Advisory, IRAs, Wealth
Education
San Diego State University-California State University 1995 — 1998
Bachelor of Science (BS), Business Administration, Management and Operations
Grossmont College 1990 — 1995
Associate of Arts (A.A.), Business Administration and Management, General
El Capitan High School
The American College
ChFC, Financial Services
Wealth Alliance, LLC September 2011 - Present
Crosswind Strategies November 2008 - September 2011
Hornor Townsend & Kent October 2002 - November 2008
Penn Mutual October 2002 - December 2004
Independence Capital Group 1998 - 2001
Costco Wholesale 1991 - 2000
Skills
Retirement Planning, Financial Planning, Insurance, Pensions, 401k, Wealth Management, Wealth Transfer, Investments, Asset Management, Investment Advisory, Employee Benefits, Alternative Investments, Retirement Income..., Series 7, Series 65, Series 63, Series 6, Distribution..., Estate Planning, Strategic Financial..., Retirement, Securities, Portfolio Management, Mutual Funds, Financial Services, Investment Strategies, Financial Advisory, IRAs, Wealth
Education
San Diego State University-California State University 1995 — 1998
Bachelor of Science (BS), Business Administration, Management and Operations
Grossmont College 1990 — 1995
Associate of Arts (A.A.), Business Administration and Management, General
El Capitan High School
The American College
ChFC, Financial Services
Bob Feehery Bob Feehery's Hornor Townsend & Kent Experience October 2011 - March 2013
Job Accomplished Strategic Consultant & Project Manager in the Healthcare, Financial Services and Communications industries
Industry Financial Services
Experience
Intern U February 2006 - Present
IDC Partners November 1991 - Present
LIfe Insurance Industry (Universal Life Insurance) May 2014 - February 2015
Health Care Industry (Vision Care) July 2013 - April 2014
Health Care Industry (Pharmacy Benefit Management) December 2011 - September 2013
Hornor Townsend & Kent October 2011 - March 2013
The Penn Mutual Life Insurance Company October 2004 - March 2011
Skills
Vendor Management, Process Improvement, SDLC, Insurance, Business Process..., Program Management, Management Consulting, Project Portfolio..., Integration, IT Strategy, Business Analysis, Risk Management, Project Management, PMO, Requirements Analysis, Business Process
Education
La Salle University 1987 — 1992
Bachelor of Arts (BA), Sociology
Intern U February 2006 - Present
IDC Partners November 1991 - Present
LIfe Insurance Industry (Universal Life Insurance) May 2014 - February 2015
Health Care Industry (Vision Care) July 2013 - April 2014
Health Care Industry (Pharmacy Benefit Management) December 2011 - September 2013
Hornor Townsend & Kent October 2011 - March 2013
The Penn Mutual Life Insurance Company October 2004 - March 2011
Skills
Vendor Management, Process Improvement, SDLC, Insurance, Business Process..., Program Management, Management Consulting, Project Portfolio..., Integration, IT Strategy, Business Analysis, Risk Management, Project Management, PMO, Requirements Analysis, Business Process
Education
La Salle University 1987 — 1992
Bachelor of Arts (BA), Sociology
Michael D. Sarver Michael D. Sarver's Hornor Townsend & Kent Experience January 2000 - Present
Job 21st Century Financial, President/CEO
Industry Financial Services
Experience
Penn Mutual January 2000 - Present
Hornor Townsend & Kent January 2000 - Present
21st Century Financial January 1996 - Present
MDRT January 1991 - Present
Skills
Wealth Management, Retirement, Fixed Annuities
Education
The University of Akron 1987 — 1991
Bachelor’s Degree, Finance
Penn Mutual January 2000 - Present
Hornor Townsend & Kent January 2000 - Present
21st Century Financial January 1996 - Present
MDRT January 1991 - Present
Skills
Wealth Management, Retirement, Fixed Annuities
Education
The University of Akron 1987 — 1991
Bachelor’s Degree, Finance
Joseph Linington Joseph Linington's Hornor Townsend & Kent Experience February 2011 - January 2012
Job Client Specialist Commodities & Energy at Thomson Reuters
Industry Financial Services
Experience
Thomson Reuters February 2013 - Present
Thomson Reuters February 2012 - February 2013
Hornor Townsend & Kent February 2011 - January 2012
Penn Mutual December 2009 - January 2011
Rumson-Fair Haven Bank & Trust Company May 2009 - August 2009
Morgan Stanley Smith Barney May 2008 - September 2008
Skills
Commodity Markets, Oil/Gas, Base Metals, Precious Metals, Agriculture, Financial Services, Wealth Management, Equities, Risk Management, Finance, Portfolio Management, Trading, Oil & Gas, Options, Commodity
Education
Saint Peter's University 2011 — 2014
Master of Business Administration (MBA), International Business, 3.9
Fairfield University 2006 — 2010
Bachelor of Science, Finance, Marketing, 3.2
Christian Brothers Academy 2002 — 2006
Diploma
Thomson Reuters February 2013 - Present
Thomson Reuters February 2012 - February 2013
Hornor Townsend & Kent February 2011 - January 2012
Penn Mutual December 2009 - January 2011
Rumson-Fair Haven Bank & Trust Company May 2009 - August 2009
Morgan Stanley Smith Barney May 2008 - September 2008
Skills
Commodity Markets, Oil/Gas, Base Metals, Precious Metals, Agriculture, Financial Services, Wealth Management, Equities, Risk Management, Finance, Portfolio Management, Trading, Oil & Gas, Options, Commodity
Education
Saint Peter's University 2011 — 2014
Master of Business Administration (MBA), International Business, 3.9
Fairfield University 2006 — 2010
Bachelor of Science, Finance, Marketing, 3.2
Christian Brothers Academy 2002 — 2006
Diploma
Betsy Knoll Betsy Knoll's Hornor Townsend & Kent Experience January 1984 - October 2004
Job Accts Mgr at Keeler Instruments, Inc.
Industry Accounting
Experience
Keeler Instruments, Inc. May 2005 - Present
Hornor Townsend & Kent January 1984 - October 2004
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, Risk Management, Business Analysis, Insurance, Employee Benefits, Project Management, Strategic Financial..., Financial Planning, Sales Management, Healthcare, Marketing, Medical Devices, Sales Operations, Management, Cross-functional Team...
Education
Delaware County Community College
Delaware County Community College
Accounting
Keeler Instruments, Inc. May 2005 - Present
Hornor Townsend & Kent January 1984 - October 2004
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, Risk Management, Business Analysis, Insurance, Employee Benefits, Project Management, Strategic Financial..., Financial Planning, Sales Management, Healthcare, Marketing, Medical Devices, Sales Operations, Management, Cross-functional Team...
Education
Delaware County Community College
Delaware County Community College
Accounting
Stephen Ryan CLU, LUTCF's Hornor Townsend & Kent Experience June 2007 - Present
Job Regional Sales Review & Supervision
Industry Financial Services
Experience
Hornor Townsend & Kent June 2007 - Present
Penn Mutual/HTK 2005 - Present
Penn Mutual 2005 - Present
Penn Mutual Life Insurance Co 1994 - Present
Hornor Townsend & Kent, Inc. January 2006 - June 2007
Hornor Townsend & Kent, Inc. January 2000 - January 2006
Hornor Townsend & Kent, Inc. November 1997 - January 2000
Penn Mutual April 1996 - November 1997
Penn Mutual April 1994 - April 1996
AXA May 1992 - September 1993
Skills
FINRA, Series 6, Variable Annuities, Series 7, Series 24, Series 63, Fixed Annuities, Mutual Funds, Life Insurance, Securities, Investment Advisory, Insurance, Retirement Planning, Investments, Series 65
Education
Saint Joseph's University 1969 — 1988
Bachelor's of Science, Business Administration and Management
Hornor Townsend & Kent June 2007 - Present
Penn Mutual/HTK 2005 - Present
Penn Mutual 2005 - Present
Penn Mutual Life Insurance Co 1994 - Present
Hornor Townsend & Kent, Inc. January 2006 - June 2007
Hornor Townsend & Kent, Inc. January 2000 - January 2006
Hornor Townsend & Kent, Inc. November 1997 - January 2000
Penn Mutual April 1996 - November 1997
Penn Mutual April 1994 - April 1996
AXA May 1992 - September 1993
Skills
FINRA, Series 6, Variable Annuities, Series 7, Series 24, Series 63, Fixed Annuities, Mutual Funds, Life Insurance, Securities, Investment Advisory, Insurance, Retirement Planning, Investments, Series 65
Education
Saint Joseph's University 1969 — 1988
Bachelor's of Science, Business Administration and Management
Jim Zerweck's Hornor Townsend & Kent Experience January 2002 - August 2004
Job Head of Operations at ABMM Financial
Industry Financial Services
Experience
ABMM Financial October 2014 - Present
The Investment Center, Inc. September 2004 - April 2014
Hornor Townsend & Kent January 2002 - August 2004
Skills
Retirement Planning, Series 63, Mutual Funds, Series 7, Series 24, Financial Services, Investments, Asset Management, Management, Fixed Annuities, Retirement, Marketing Strategy, Series 65, Wealth Management, Investment Advisory, Marketing Communications
Education
Dickinson College 1986 — 1990
Bachelor of Arts (B.A.), Economics / History
ABMM Financial October 2014 - Present
The Investment Center, Inc. September 2004 - April 2014
Hornor Townsend & Kent January 2002 - August 2004
Skills
Retirement Planning, Series 63, Mutual Funds, Series 7, Series 24, Financial Services, Investments, Asset Management, Management, Fixed Annuities, Retirement, Marketing Strategy, Series 65, Wealth Management, Investment Advisory, Marketing Communications
Education
Dickinson College 1986 — 1990
Bachelor of Arts (B.A.), Economics / History
Stacey Polakowski's Hornor Townsend & Kent Experience April 2005 - July 2013
Job Senior Consultant at Intellitec Solutions
Industry Financial Services
Experience
Intellitec Solutions November 2013 - Present
Hornor Townsend & Kent April 2005 - July 2013
BNP Paribas 1998 - 2005
Corestates/First Union September 1997 - September 1998
Chase Investment Services 1994 - 1997
Citicorp Investment Services 1991 - 1994
BHC Securities 1989 - 1991
CareersUSA 1987 - 1989
Skills
Financial Statements, Treasury, SEC, Capital Markets, Great Plains Software, Broker-Dealer, Account Reconciliation, Accounts Receivable, US GAAP, Accounts Payable, Fixed Assets, Financial Analysis, Financial Reporting, Internal Controls, FINRA, Analytics, Budget Process, Forecasting, Auditing, Accounting, Managerial Finance, Finance
Education
La Salle University - School of Business Administration 1985 — 1994
Bachelor of Science, Accounting
Nazareth Academy High School
Intellitec Solutions November 2013 - Present
Hornor Townsend & Kent April 2005 - July 2013
BNP Paribas 1998 - 2005
Corestates/First Union September 1997 - September 1998
Chase Investment Services 1994 - 1997
Citicorp Investment Services 1991 - 1994
BHC Securities 1989 - 1991
CareersUSA 1987 - 1989
Skills
Financial Statements, Treasury, SEC, Capital Markets, Great Plains Software, Broker-Dealer, Account Reconciliation, Accounts Receivable, US GAAP, Accounts Payable, Fixed Assets, Financial Analysis, Financial Reporting, Internal Controls, FINRA, Analytics, Budget Process, Forecasting, Auditing, Accounting, Managerial Finance, Finance
Education
La Salle University - School of Business Administration 1985 — 1994
Bachelor of Science, Accounting
Nazareth Academy High School
Charles Ingulli Jr., CPA's Hornor Townsend & Kent Experience May 2014 - Present
Job Controller / FINOP Hornor Townsend & Kent, Inc.
Industry Financial Services
Experience
Hornor Townsend & Kent May 2014 - Present
Guardian Life Insurance September 2009 - May 2014
Park Avenue Securities/Guardian Life Insurance September 2009 - May 2014
Barclays Capital September 2008 - September 2009
Lehman Brothers May 2005 - September 2008
Tradition-Asiel Securities, Inc. November 2000 - May 2005
Weiser LLP / Lopez Edwards Frank & Co.,LLP January 1998 - November 2000
Skills
Auditing, Financial Reporting, Accounting, Equities, Series 7, Financial Accounting, Bookkeeping, Financial Statements, Financial Audits, Account Reconciliation, Variance Analysis, General Ledger, GAAP, US GAAP, Sarbanes-Oxley Act, Finance, Internal Controls, Financial Analysis, Cash Flow, Financial Modeling, Private Equity, Strategic Financial..., Asset Management, Internal Audit, SEC filings, Managerial Finance, Tax, Essbase, CPA, Mergers & Acquisitions, Financial Risk, Due Diligence, Valuation, Risk Management, Corporate Finance
Education
Hofstra University 1996 — 1998
BBA Accounting, Accounting / Finance
Hornor Townsend & Kent May 2014 - Present
Guardian Life Insurance September 2009 - May 2014
Park Avenue Securities/Guardian Life Insurance September 2009 - May 2014
Barclays Capital September 2008 - September 2009
Lehman Brothers May 2005 - September 2008
Tradition-Asiel Securities, Inc. November 2000 - May 2005
Weiser LLP / Lopez Edwards Frank & Co.,LLP January 1998 - November 2000
Skills
Auditing, Financial Reporting, Accounting, Equities, Series 7, Financial Accounting, Bookkeeping, Financial Statements, Financial Audits, Account Reconciliation, Variance Analysis, General Ledger, GAAP, US GAAP, Sarbanes-Oxley Act, Finance, Internal Controls, Financial Analysis, Cash Flow, Financial Modeling, Private Equity, Strategic Financial..., Asset Management, Internal Audit, SEC filings, Managerial Finance, Tax, Essbase, CPA, Mergers & Acquisitions, Financial Risk, Due Diligence, Valuation, Risk Management, Corporate Finance
Education
Hofstra University 1996 — 1998
BBA Accounting, Accounting / Finance
Ray McCarthy's Hornor Townsend & Kent Experience 1995 - 1998
Job Nationwide Financial
Industry Financial Services
Experience
Nationwide Financial December 2003 - Present
Nationwide Financial December 2001 - December 2003
Lincoln Financial Distributors 2000 - 2001
Delaware Investments, a member of the Macquarie Group 1998 - 2000
Hornor Townsend & Kent 1995 - 1998
The Copeland Companies 1990 - 1995
Merrill Lynch 1989 - 1990
Skills
Series 63, Series 7, Mutual Funds, Wealth Management, 401k, Series 24, Retirement, Fixed Annuities, Financial Services, Variable Annuities, Asset Allocation, Alternative Investments, Securities, Investment Advisory, FINRA, ETFs, Uniform Combined State..., Financial Advisory, Retirement Planning, Public Speaking, Annuities, IRAs, Relationship Management, Life Insurance, Investment Strategies, Investments, Investment Management, Strategic Financial..., Wealth, Estate Planning, Bonds, Portfolio Management, Qualified Retirement..., Pensions, Long-term Care, Insurance, Management, Finance, Fixed Income, Sales, Equities, Business Development, Risk Management, Leadership, Marketing, Strategic Planning
Education
Rider University 1990 — 1994
MBA
The College of New Jersey 1984 — 1988
BS
Nationwide Financial December 2003 - Present
Nationwide Financial December 2001 - December 2003
Lincoln Financial Distributors 2000 - 2001
Delaware Investments, a member of the Macquarie Group 1998 - 2000
Hornor Townsend & Kent 1995 - 1998
The Copeland Companies 1990 - 1995
Merrill Lynch 1989 - 1990
Skills
Series 63, Series 7, Mutual Funds, Wealth Management, 401k, Series 24, Retirement, Fixed Annuities, Financial Services, Variable Annuities, Asset Allocation, Alternative Investments, Securities, Investment Advisory, FINRA, ETFs, Uniform Combined State..., Financial Advisory, Retirement Planning, Public Speaking, Annuities, IRAs, Relationship Management, Life Insurance, Investment Strategies, Investments, Investment Management, Strategic Financial..., Wealth, Estate Planning, Bonds, Portfolio Management, Qualified Retirement..., Pensions, Long-term Care, Insurance, Management, Finance, Fixed Income, Sales, Equities, Business Development, Risk Management, Leadership, Marketing, Strategic Planning
Education
Rider University 1990 — 1994
MBA
The College of New Jersey 1984 — 1988
BS
John Mouganis's Hornor Townsend & Kent Experience 1988 - 2002
Job Certified Financial Planner at Mouganis Financial Services
Industry Investment Management
Experience
Mouganis Financial Services 2012 - Present
Touchstone Capital, Inc. 2009 - 2012
Touchstone Capital 2009 - 2011
Touchstone Capital 2009 - 2011
NFP Securities 2002 - 2008
Hornor Townsend & Kent 1988 - 2002
Skills
Retirement Planning, Investments, Securities, Retirement, Wealth Management, Finance, Financial Services, Strategic Planning, Investment Management, FINRA, Financial Planning, Financial Planners, Management, Leadership, Financial Advisory, Portfolio Management, Asset Management, Estate Planning, Financial Risk, Financial Analysis
Education
The American College 2011 — 2012
Masters, Financial Services
Institute for Fiduciary Studies 2006 — 2006
Accredited Investment Fiduciary®
The American College 2002 — 2002
Masters of Science in Financial Services, MSFS
College for Financial Planning 1991 — 1991
CERTIFIED FINANCIAL PLANNER™ Practitioner
Westminster College (PA) 1982 — 1986
Bachelor of Arts, Business Administration
Mouganis Financial Services 2012 - Present
Touchstone Capital, Inc. 2009 - 2012
Touchstone Capital 2009 - 2011
Touchstone Capital 2009 - 2011
NFP Securities 2002 - 2008
Hornor Townsend & Kent 1988 - 2002
Skills
Retirement Planning, Investments, Securities, Retirement, Wealth Management, Finance, Financial Services, Strategic Planning, Investment Management, FINRA, Financial Planning, Financial Planners, Management, Leadership, Financial Advisory, Portfolio Management, Asset Management, Estate Planning, Financial Risk, Financial Analysis
Education
The American College 2011 — 2012
Masters, Financial Services
Institute for Fiduciary Studies 2006 — 2006
Accredited Investment Fiduciary®
The American College 2002 — 2002
Masters of Science in Financial Services, MSFS
College for Financial Planning 1991 — 1991
CERTIFIED FINANCIAL PLANNER™ Practitioner
Westminster College (PA) 1982 — 1986
Bachelor of Arts, Business Administration
Arthur Henry's Hornor Townsend & Kent Experience Account ExecutiveAppleOneAugust 2013 - Present
Job Account Executive at AppleOne
Industry Investment Management
Experience
Hornor Townsend & Kent Account ExecutiveAppleOneAugust 2013 - Present
Skills
Mutual Funds, Retirement Planning, Series 63, Series 6, Fixed Annuities, Retirement, Recruiting
Education
Rutgers, The State University of New Jersey-New Brunswick 1992 — 1996
woodbridge
Hornor Townsend & Kent Account ExecutiveAppleOneAugust 2013 - Present
Skills
Mutual Funds, Retirement Planning, Series 63, Series 6, Fixed Annuities, Retirement, Recruiting
Education
Rutgers, The State University of New Jersey-New Brunswick 1992 — 1996
woodbridge
John Steinmeyer's Hornor Townsend & Kent Experience September 2012 - August 2014
Job Owner/Financial Advisor at Church Street Financial Management, LLC
Industry Financial Services
Experience
Church Street Financial Management, LLC August 2014 - Present
AlphaStar Capital Management, LLC August 2014 - Present
Hornor Townsend & Kent September 2012 - August 2014
Allstate Financial Services, LLC August 2002 - September 2012
Edward Jones January 2000 - August 2002
Skills
Investments, Retirement, Wealth Management, Retirement Planning, Estate Planning, Financial Advisory, Life Insurance
Education
College of Charleston 1972 — 1976
Bachelor’s Degree, Biology/Business
Church Street Financial Management, LLC August 2014 - Present
AlphaStar Capital Management, LLC August 2014 - Present
Hornor Townsend & Kent September 2012 - August 2014
Allstate Financial Services, LLC August 2002 - September 2012
Edward Jones January 2000 - August 2002
Skills
Investments, Retirement, Wealth Management, Retirement Planning, Estate Planning, Financial Advisory, Life Insurance
Education
College of Charleston 1972 — 1976
Bachelor’s Degree, Biology/Business
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY