Independence Financial Associates
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Independence Financial Associates Employees
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
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
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
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
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
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
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
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
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
State Farm Insurance September 2008 - Present
Independence Financial Associates November 2007 - September 2008
Education
James Madison University 2003 — 2007
BS, Health Sciences
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
Independence Financial Associates July 2007 - Present
Education
Saint Joseph's University - Erivan K. Haub School of Business 2003 — 2007
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
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
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
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