Independence Financial Associates

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Independence Financial Associates Employees

Employee
Years
Job
Industry
David Schott David Schott Greater Philadelphia Area Details
David Schott's Independence Financial Associates Experience May 1998 - January 2003
Job Liquid Productions: Underwater Videographer, Owner
Industry Broadcast Media
Experience
Liquid Productions, LLC   August 2007 - Present
Woods Hole Oceanographic Institution  January 2009 - May 2011
Hartford Life  June 2007 - July 2008
ING Annuities  January 2003 - January 2004
Independence Financial Associates   May 1998 - January 2003

Skills
Underwater Video, Videography, 3D Videography, Strategic Planning, Marketing, Public Speaking, Project Management, Budgets, Marketing Strategy, Sales, Sales Management, Research, Social Media Marketing, New Business Development, Social Media, Financial Analysis, Public Relations, Editing, Producing, Social Networking, Advertising, Film, Documentaries, Video, HD Video, Television, Direct Sales, Event Management, Entertainment, Scuba Diving, Video Production, Entrepreneurship, Creative Direction, Photography, Event Planning, Media Relations, Management, Diving, Broadcast, Digital Photography, Marketing Communications, Commercials, Camera, Digital Media, Directing, Storytelling, Online Advertising, Logistics, Stereo 3D, Underwater

Education
Widener University   2002 — 2004
MBA, Finance & Marketing

Lebanon Valley College   1994 — 1998
B.A., Economics / Public Policy / Political Science

James Rudnet James Rudnet Greater Philadelphia Area Details
James Rudnet's Independence Financial Associates Experience June 2009 - February 2011
Job Controller / Business Manager
Industry Wholesale
Experience
Delta Lighting Products   February 2011 - Present
Independence Financial Associates   June 2009 - February 2011
Penn Engineering  January 2005 - June 2005
Delta Lighting Products   June 2003 - June 2004

Skills
Employee Benefits, Management, Microsoft Excel, Payroll, Sales, Training, Microsoft Word, B2B, Financial Analysis, Budgets, Finance, Strategic Planning

Education
Philadelphia University   2005 — 2009
Bachelor of Science, Business Administration; Marketing

cb east

Katelin Maits Katelin Maits Greater Philadelphia Area Details
Katelin Maits's Independence Financial Associates Experience July 2007 - October 2009
Job Investigator at United States Department of Transportation
Industry Public Safety
Experience
United States Department of Transportation  June 2010 - Present
Allstate  January 2010 - June 2010
Independence Financial Associates   July 2007 - October 2009
Jack and Jill  May 2006 - August 2006

Skills
Legal Research, Nonprofits, Community Outreach, Research, Analysis, Fundraising, Litigation, Program Development, Public Relations, Auditing, Data Analysis, Government, Marketing Strategy, Non-profits, Leadership Development

Education
University of Phoenix   2012 — 2016
Doctor of Managment, Organizational Leadership

Saint Joseph's University   2009 — 2011
MBA, Master of Business Administration

Saint Joseph's University   2003 — 2007
BS, Accounting

Jessica Romano Jessica Romano Greater Philadelphia Area Details
Jessica Romano's Independence Financial Associates Experience May 2009 - August 2009
Job Supervisor Alternative Investments at SEI
Industry Financial Services
Experience
SEI  February 2013 - Present
SEI  July 2012 - February 2013
SEI  September 2011 - July 2012
SEI  August 2010 - September 2011
Independence Financial Associates   May 2009 - August 2009
Lincoln Financial Advisors  May 2008 - August 2008

Skills
Hedge Funds, Highly detail oriented, Investor Relations, Microsoft Excel, Microsoft Office, Microsoft Word, Alternative Investments, Fund Administration, Teamwork, Customer Service, Organization, Motivated self-starter, mic, Social Media, Program Management

Education
Philadelphia University   2006 — 2010
Bachelor of Science, Finance, Distinguished Honors Scholar, 3.95 GPA

Kate Bernhardt, AWMA® Kate Bernhardt, AWMA® New York, New York Details
Kate Bernhardt, AWMA®'s Independence Financial Associates Experience June 2009 - February 2010
Job Vice President at BlackRock
Industry Financial Services
Experience
BlackRock  September 2014 - Present
Janney Montgomery Scott  August 2010 - September 2014
Hanlon Investment Management, Inc.   March 2010 - July 2010
Independence Financial Associates   June 2009 - February 2010
Janney Montgomery Scott  2008 - 2008

Skills
Trading, ETFs, Investment Strategies, Financial Advisory, Wealth Management, Investments, Insurance, Mutual Funds, Financial Services, FINRA, Alternative Investments, Due Diligence, Finance, Asset Allocation, Fixed Income, Equities, Series 7, Series 63, Securities, Asset Management, Bloomberg, Uniform Combined State..., Investment Management

Education
Bucknell University   2005 — 2009
B.A., Economics

James Post James Post Greater Philadelphia Area Details
James Post's Independence Financial Associates Experience November 2007 - July 2011
Job Wealth Management Services at Northeast Planning Corporation
Industry Financial Services
Experience
Northeast Planning Corporation--Philanthopic Division   November 2011 - Present
Independence Financial Associates   November 2007 - July 2011
Hornor, Townsend & Kent   November 2007 - July 2011

Skills
Investments, Retirement Planning, Financial Planning, Estate Planning, Budgeting, Insurance, Investment Advisory, Retirement Income..., Disability Insurance, Saving for Education, Wealth Accumulation, Securities, FINRA, Strategic Financial..., Public Speaking, Retirement, Team Building

Education
The American College
Finance/Financial Planning

Joseph Mallee Joseph Mallee Center Valley, Pennsylvania Details
Joseph Mallee's Independence Financial Associates Experience January 2009 - January 2011
Job Chief Executive Officer at MassMutual Eastern Pennsylvania
Industry Financial Services
Experience
MassMutual Eastern Pennsylvania  January 2011 - Present
Peerless Business Advisors LLC   October 2012 - Present
Independence Financial Associates   January 2009 - January 2011
Guardian Life Insurance  June 2000 - December 2008
Merrill Lynch  1998 - 2000

Skills
Retirement Planning, Retirement, Estate Planning, Fixed Annuities, Life Insurance, Wealth Management, Insurance, Disability Insurance, Financial Planners, Financial Services, Leadership, Team Building, Financial Analysis, Credit, LLC, Small Business, Risk Management, Securities, Asset Allocation, Financial Advisory, Long Term Care Insurance, Whole Life, Term Life Insurance, Investment Advisory, Strategic Financial..., IRAs, Wealth Accumulation, Employee Benefits, Portfolio Management, Wealth, Finance, Mutual Funds, Retirement Plan..., Real Estate, Long-term Care, Series 6, Defined Benefit, Succession Planning, Variable Annuities, Series 63, 401k Rollovers, Series 7, Asset Managment, Analysis, Property & Casualty..., College Savings Plans, Health Insurance, Universal Life, Series 24, Sales

Education
Aji Network   2008 — 2010
Graduate of Business Professionals Program

La Salle University - School of Business Administration   1996 — 2000
Bachelor of Science, Business Administration

Maura Wade Maura Wade San Diego, California Details
Maura Wade's Independence Financial Associates Experience June 2007 - June 2008
Job Territory Manager at LifeCell
Industry Medical Devices
Experience
LifeCell Corporation  January 2014 - Present
Atrium Medical  January 2012 - September 2013
Canon Business Solutions  January 2010 - January 2012
Health Choice One  July 2008 - March 2011
Independence Financial Associates   June 2007 - June 2008

Skills
Direct Sales, Selling, Account Management, Sales Management, Territory Management, Cold Calling, Sales, Sales Process, Surgery, Lead Generation, Medical Devices, Marketing, Coaching, Recruiting, Sales Operations, Sales Force Development, Product Launch, Sales Presentations

Education
Lower Merion High School

Saint Joseph's University - Erivan K. Haub School of Business
Pharmaceutical Marketing

Marci Warhoftig Marci Warhoftig Philadelphia, Pennsylvania Details
Marci Warhoftig's Independence Financial Associates Experience May 2008 - August 2008
Job Associate Meeting Planner at American Board of Internal Medicine
Industry Marketing and Advertising
Experience
American Board of Internal Medicine  September 2015 - Present
Cushman & Wakefield  January 2012 - Present
160over90  March 2010 - January 2012
REGIONAL CARDIOLOGY CONSULTANTS   October 2009 - February 2010
RISLER FINANCIAL MANAGEMENT   June 2009 - August 2009
Shippensburg University  January 2009 - April 2009
VICTORIAN CORNER   January 2007 - April 2009
INDEPENDENCE FINANCIAL ASSOCIATES   May 2008 - August 2008

Skills
Marketing

Education
SHIPPENSBURG UNIVERSITY, John L. Grove College of Business   2005 — 2009
Bachelor of Science, Marketing and Finance

Shippensburg University of Pennsylvania   2005 — 2009
BSBA, Finance and Marketing

Gina Schwagerl Gina Schwagerl Greater Philadelphia Area Details
Gina Schwagerl's Independence Financial Associates Experience November 2007 - September 2008
Job Experienced Insurance Account Representative
Industry Financial Services
Experience
State Farm Insurance  September 2008 - Present
Independence Financial Associates   November 2007 - September 2008

Education
James Madison University   2003 — 2007
BS, Health Sciences

Brian Hillsberg Brian Hillsberg Greater Philadelphia Area Details
Brian Hillsberg's Independence Financial Associates Experience September 2007 - October 2008
Job Personal Financial Rep @ Allstate
Industry Investment Management
Experience
Allstate Financial  May 2012 - Present
Pinpointmusic.com   January 2013 - Present
PNC Investments  October 2008 - April 2012
Independence Financial Associates   September 2007 - October 2008
Blank Rome LLP  July 2002 - January 2006
94.7 The River FM   April 2004 - August 2004

Skills
Series 6, Series 63, Life & Health Insurance...

Education
University of Michigan   2003 — 2007
Bachelor's degree, Art History, Criticism and Conservation, 3.4

Lower Merion

Maura Wade Maura Wade Greater Philadelphia Area Details
Maura Wade's Independence Financial Associates Experience July 2007 - Present
Job Director of Recruiting at Independence Financial Associates
Industry Financial Services
Experience
Independence Financial Associates   July 2007 - Present

Education
Saint Joseph's University - Erivan K. Haub School of Business   2003 — 2007

Robert J. Steele Robert J. Steele Greater Philadelphia Area Details
Robert J. Steele's Independence Financial Associates Experience February 2008 - October 2008
Job Associate at J.P. Morgan Asset Management
Industry Financial Services
Experience
JPMorgan Chase  May 2014 - Present
Turner Investments  January 2013 - May 2014
State Street  November 2008 - January 2013
Merion Golf Club  1999 - 2009
Independence Financial Associates   February 2008 - October 2008

Skills
Fixed Income, Investments, Securities, Finance, Mutual Funds, Equities, Bloomberg

Education
Temple University   2005 — 2008
Finance, General

Temple University - Fox School of Business and Management   2005 — 2007
Finance, Real Estate

Garrett Basalyga Garrett Basalyga Greater Philadelphia Area Details
Garrett Basalyga's Independence Financial Associates Experience 2008 - 2011
Job Associate Advisor at Muntz Financial
Industry Financial Services
Experience
Muntz Financial   April 2013 - Present
One Penn FInancial Group   June 2011 - October 2012
Independence Financial Associates   2008 - 2011

Skills
Retirement, Financial Planners, Wealth Accumulation, Investment Strategies, Employee Benefits, Personal Finance, Finance, Investments, Strategic Financial..., Financial Analysis, Portfolio Management, Fixed Annuities

Education
Saint Joseph's University   2004 — 2008
BS, Finance, Economics

LaSalle College High School   2000 — 2004

Aaron Regensburg Aaron Regensburg Greater Philadelphia Area Details
Aaron Regensburg's Independence Financial Associates Experience October 2007 - October 2008
Job Director at BravoSolution
Industry Computer Software
Experience
BravoSolution  May 2014 - Present
Dun and Bradstreet  November 2012 - May 2014
Dun and Bradstreet  April 2011 - November 2012
Absolute Resource Solutions  November 2008 - April 2011
Independence Financial Associates   October 2007 - October 2008

Skills
Business Development, New Business Development, Management, Lead Generation, Salesforce.com, Strategy, Solution Selling, Relationship Management, CRM, Customer Acquisition, Account Management, Sales, Selling, Strategic Partnerships, Employee Benefits, Human Resources, Customer Retention, B2B, Analytics, Contract Negotiation, Leadership, Strategic Planning, Finance, Direct Sales, Competitive Analysis, SaaS, Cold Calling, Sales Process, Big Data, Risk Management, Business Intelligence, Sales Management, Software Solution Sales, Supplier Risk Management, Strategic Sourcing, Collaborative Sourcing, eSourcing, Supply Chain Management, Supplier Performance

Education
Muhlenberg College   2001 — 2005
BA, Financial Management and Marketing

Jaclyn Conboy Jaclyn Conboy Greater Philadelphia Area Details
Jaclyn Conboy's Independence Financial Associates Experience November 2009 - Present
Job Administrative Assistant at Brinker Capital
Industry Insurance
Experience
Brinker Capital  September 2011 - Present
Independence Financial Associates   November 2009 - Present
Independence Financial Associates   November 2009 - May 2011

Education
Chestnut Hill College   2005 — 2009
Bachelors, Marketing