Independence Planning Group
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Independence Planning Group Employees
JB Hunt Transport Services, Inc. October 2011 - Present
Reefer Rake LLC 2008 - 2014
Independence Planning Group September 2010 - October 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking
Education
Kutztown University of Pennsylvania 2006 — 2010
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Northampton Area High School 2002 — 2006
High School
Bloomberg June 2012 - Present
Independence Planning Group June 2011 - July 2011
Double Diamond Investment Group LLC May 2011 - June 2011
BMN Financial Services June 2008 - August 2010
Skills
Real Estate Investment..., Residential Investment..., Commercial Real Estate, Finance, Analysis, Bloomberg Terminal, Microsoft Office, Reliable Team Player, Bloomberg, Microsoft Excel, Investment Properties, Investment Advisory, Argus Modeling, Strong Leadership..., Excellent Work Ethic, Equities, Data Analysis, PowerPoint, Financial Analysis, Management, Public Speaking, Sales
Education
Lafayette College 2008 — 2012
B.A., Economics and Business
Kittatinny Regional High School 2004 — 2008
Standard & Poor's May 2015 - Present
BB&T Capital Markets April 2014 - March 2015
JPMorgan Chase January 2013 - April 2014
HFP Capital Markets LLC June 2012 - September 2012
Independence Planning Group June 2011 - August 2011
CPS Railway Services June 2009 - August 2009
Tredyffrin/Easttown School District June 2008 - August 2008
Skills
Microsoft Office, Excel, Fixed Income, Equities, Investments, Asset Managment, Financial Markets, Securities, Financial Analysis, Financial Modeling, Portfolio Management, Economics, Bonds, Series 7, Series 63, Wealth Management, Capital Markets, Investment Management, Finance, Strategic Financial..., Bloomberg, Bloomberg Terminal, Banking, FINRA, Derivatives, Management, Microsoft Excel
Education
Lafayette College 2008 — 2012
Bachelor of Arts Degree, Economics
Conestoga high school
California Casualty Management Company September 2012 - Present
United States Liability Insurance Group (A Berkshire Hathaway Company) June 2008 - July 2012
Independence Planning Group April 2007 - April 2008
Nationwide Insurance May 2006 - April 2007
Skills
Microsoft Excel, Multi-channel Marketing, Marketing Communications, New Business Development, Accounting, Financial Reporting, Product Marketing, Coaching, Social Media, Risk Management, Economics, Negotiation, Microsoft Word, Marketing Strategy, Property & Casualty..., Commercial Insurance, Consulting, Business Development, Underwriting, Commercial Lines, Insurance, Marketing, Strategic Planning, Account Management, Lead Generation, Social Media Marketing, Excess, Sales, Professional Liability, Legal Liability, Market Research
Education
Saint Joseph's University 2004 — 2008
Bachelor's degree, Marketing & Economics
Monsignor Bonner High School 2000 — 2004
PNC July 2013 - Present
Sovereign Bank September 2008 - July 2013
Independence Planning Group April 2007 - September 2008
US Navy January 2000 - January 2006
Skills
Consumer Lending, Loans, Investments, Commercial Banking, Access, Management, Microsoft Office, Excel, Retail Banking, Branch Banking, Internal Audit, Home Equity Loans, Small Business Lending, Cash Management, Budgets, Coaching, Customer Service, Credit, Finance, Financial Analysis, Forecasting, Leadership, Microsoft Excel, Process Improvement, Risk Management, Sales, Strategic Financial...
Education
DeSales University 2009 — 2011
MASTER OF BUSINESS ADMINISTRATION (M.B.A, Management
DeSales University 2006 — 2009
BACHELOR OF SCIENCE, FINANCE
Coventry Health Care May 2012 - Present
Independence Planning Group May 2011 - May 2012
Aetna September 2002 - May 2011
Funk & Bolton, P.A. January 2000 - September 2002
Skills
Corporate Governance, Account Management, Strategic Planning, Insurance, Litigation, Commercial Litigation, Medicare, Property & Casualty..., Claim, Liability, Managed Care, Health Insurance, Risk Management, Disability Insurance, Employment Law, Workers Compensation, Contract Negotiation, Employee Benefits, Insurance Law, Corporate Law, Life Insurance, Underwriting, Professional Liability, Leadership, Brokers, Health Savings Accounts, Health Care Reform, Claims Management, Reinsurance
Education
University of Baltimore School of Law 1995 — 1998
JD
Lehigh University 1989 — 1993
BA, Double major Gov't and History
Lower Moreland High School 1985 — 1989
Unishippers March 2013 - August 2014
Muhlenberg College October 2012 - February 2013
Ravenscroft Crystal November 2009 - October 2012
Independence Planning Group February 2008 - October 2009
Allied Personnel Services July 2007 - February 2008
Nevada City Hall January 2007 - May 2007
Skills
Customer Service, Microsoft Word, Microsoft Excel, Adobe Creative Suite, PowerPoint, Photoshop, Marketing Communications, Direct Marketing, Marketing Strategy, Social Networking, Wine Tasting, Online Advertising, Web Design, Phone Etiquette, QuickBooks, Marketing Research, Sales
Education
Cottey College 2005 — 2007
Associates, Business Management
Revalue Tech March 2013 - Present
Independence Planning Group 2009 - 2013
Skills
Pricing, New Business Development, Wholesale Purchasing, Product Management, Business Strategy, Small Business IT..., IT Solutions, Supply Chain Management, Purchase Management, Contract Negotiation, Salesforce.com, Account Management, Mobile Technology, Sales Process, Cold Calling, Solution Selling, Wireless
Education
Kutztown University of Pennsylvania
BSBA, Management
Teva Pharmaceuticals July 2013 - Present
GMAC ResCap June 2012 - February 2013
Independence Planning Group August 2011 - May 2012
Aspire Financial Search April 2007 - August 2011
QUAD656 2005 - 2007
Macro Group 1995 - 2005
NCCI Holdings, Inc 1994 - 1995
Prudential Financial 1987 - 1993
Skills
Talent Acquisition, Recruiting, Applicant Tracking..., Technical Recruiting, Executive Search, Employee Benefits, College Recruiting, Talent Management, Leadership, Onboarding, Internet Recruiting, Human Resources, Succession Planning, Financial Services, Management, Sourcing, Employee Relations, Interviews, Contract Recruitment, Temporary Placement, Training, Screening Resumes, HRIS, Staffing Services, Benefits Negotiation, Workforce Planning, Consulting, Analysis, Permanent Placement, Payroll, Hiring, Temporary Staffing, Deferred Compensation, Benefits Administration, Search, Cold Calling, Resume Writing, Personnel Management, Taleo, New Hire Orientations, PeopleSoft, Employer Branding, Screening, HR Consulting, Employee Engagement, Recruitment Advertising, Performance Management, Staff Augmentation, Employee Training, Job Descriptions
Education
Albright College 1983 — 1987
BS, Mathematics, Business Administration
Richard J. Hudak Financial LP January 1995 - Present
Independence Planning Group February 2011 - December 2013
Real Estate Mortgage Network May 2011 - May 2013
MassMutual Financial Group August 2010 - February 2011
Skills
Finance, Refinance, Investment Properties, FHA, Loans, Reverse Mortgages, Leadership, Mortgage Lending, First Time Home Buyers, Financial Services, Sellers, Customer Service, Life Insurance, Disability Insurance, Buy-sell Agreements, Team Building, Exit Strategies, Wealth Accumulation, Wills, College Funding..., Long Term Care Insurance, Succession Planning, Estate Planning, Funding, Real Estate Economics, Sales, Credit, Investments, Financial Analysis, Financial Planning, Residential Mortgages, Loan Origination, Small Business, Insurance, Public Speaking, Banking, Credit Analysis
Education
Ramapo College of NJ 1995 — 1997
Accounting and Business/Management
Fairleigh Dickinson University-Metropolitan Campus 1983 — 1985
Peerless Business Advisors January 2012 - Present
MassMutual Eastern Pennsylvania May 2011 - Present
Cobra Care Advisors, LLC June 2009 - Present
Independence Planning Group October 2004 - May 2011
Skills
Retirement Planning, Retirement, Strategic Financial..., Disability Insurance
Education
The American College 2011 — 2012
CFBS - Cerified Family Business Specialist
The American College 2005 — 2006
LUTCF, Financial Planning
DeSales University 2000 — 2004
BS, Accounting/Finance
United States Marine Corps. 1996 — 2000
Sergeant, 0311 - Infantry
Harcum College 2013 - Present
Salem Community College January 2013 - Present
Independence Planning Group October 2011 - Present
Pros 2015 - 2015
Women conference in Wilmington Delaware 2014 - 2014
Wells Fargo 2012 - 2012
Accelerated Learning Academy 2009 - 2010
School District of Philadelphia September 2007 - June 2009
Banfield Pet Hospital September 2005 - January 2007
Skills
animal center management, College Teaching, Student advising, Business Planning, Small Business, Financial Analysis, Public Speaking, Macroeconomics, Microeconomics, Analysis, Strategic Planning, Business Analysis, PowerPoint, Risk Management, Budgeting, Problem Solving, Insurance, Non-profits, Research, Teaching, Higher Education, Microsoft Office, Customer Service, Management
Education
University of Phoenix 2008 — 2012
DBA, Business Administration
Saint Joseph's University 2007 — 2009
MS, Education
University of Phoenix 2006 — 2008
MBA, Marketing and Management
Delaware Valley College 1999 — 2004
BS, Small animal science
Community College of Philadelphia 1996 — 1999
Associates, Libral arts
W. B. Saul 1992 — 1996
Small Animal Science
JB Hunt Transport Services, Inc. October 2011 - Present
Reefer Rake LLC 2010 - Present
Independence Planning Group November 2010 - October 2011
National Electrical Manufacturers Association June 2009 - August 2009
Education
Kutztown University of Pennsylvania 2006 — 2010
BSBA, Management
Georgetown University 2009 — 2009
American Studies
Peerless Business Advisors March 2014 - Present
Greater Lehigh Valley Chamber of Commerce June 2013 - Present
MassMutual Eastern Pennsylvania May 2013 - Present
Independence Planning Group July 2011 - May 2013
Park Avenue Securities February 2007 - May 2013
Skills
Investments, Insurance, Estate Planning, Retirement, Financial Advisory, Leadership, Finance, Employee Benefits, Wealth Management, Financial Services, Fixed Annuities, Real Estate, Management, Project Planning, Wealth, Investment Strategies, Retirement Planning, Series 63, Succession Planning, Strategic Financial..., 401k, Disability Insurance, Securities
Education
The American College 2013 — 2014
Certified Family Business Specialist, Business and Personal Financial Advisement
Kutztown University of Pennsylvania 2002 — 2006
BSBA
St. Pius X HIgh School 1998 — 2002
CEI (ceiamerica.com) January 2014 - Present
Independence Planning Group June 2010 - September 2013
Skills
Management, Sales, Networking, Interviews, Market Research, Negotiation, Finance, Vendor Management, Technical Recruiting, Talent Acquisition, Microsoft Office, Microsoft Excel, Marketing, Leadership, Customer Service, Cold Calling, CRM
Education
Kutztown University of Pennsylvania 2006 — 2010
Bachelor of Business Administration (B.B.A.), Marketing & Management
La Salle College High School 2002 — 2006
Wealth Strategies Group April 2015 - Present
Independence Planning Group November 2012 - April 2015
Forever 21 June 2012 - November 2012
Abercrombie & Fitch June 2010 - June 2012
ArtsQuest May 2009 - August 2009
Skills
Social Networking, Networking, Customer Service, Microsoft Office, Recruiting, Talent Acquisition, Social Media, Permanent Staffing, Sourcing, Business Planning, Direct Sales, Human Resources, Public Relations, Sales Management, Project Planning, Small Business, Sales, Cold Calling, Marketing, Business Development, Leadership
Education
Shippensburg University of Pennsylvania 2006 — 2010
Bachelor of Liberal Arts, Journalism; emphasis in Public Relations
TD Wealth Management September 2013 - Present
Farmers Insurance October 2012 - August 2013
SEI April 2012 - May 2012
Independence Planning Group June 2011 - December 2011
Purgatory Publishing Inc./ West End Games October 2003 - September 2009
Motorola March 2007 - September 2007
US Navy August 1992 - November 1997
Skills
Microsoft Office, InDesign, Small Business, Public Speaking, Microsoft Excel, Investments, Strategic Financial..., Microsoft Word, Strategic Planning, Marketing Communications, Social Media, Marketing, Customer Service, Leadership, Sales, Management, Project Management, Social Networking, Account Management, Financial Analysis, Personal Financial..., Financial Risk, Insurance, Property & Casualty..., Life & Health Insurance..., Whole Life
Education
La Salle University 2015 — 2018
Master of Science (M.S.), Information Technology Leadership
Kutztown University of Pennsylvania 2009 — 2011
BS: Finance (Economics Minor), Financial Analysis, Financial Management, Economics, 3.24
Drexel University 2006 — 2008
Entrepreneurship, Legal Studies (Business)
Delaware County Community College 2005 — 2006
Business Administration (Transfer, 3.81
Aerotek April 2015 - Present
Aflac March 2015 - March 2015
Midcontinent Communications May 2014 - March 2015
Washington National Insurance Company October 2013 - April 2014
Windwalker Transportation January 2013 - October 2013
Swift Transportation September 2012 - January 2013
Morgan Stanley Smith Barney March 2011 - September 2012
Independence Planning Group October 2009 - April 2011
Wachovia Bank November 2006 - October 2009
The Hartford -AARP Healthcare Options November 2002 - November 2006
Skills
Financial Planning, Investments, Retirement Planning, Wealth Management, Insurance, Asset, Estate Planning, Securities, Small Business, Customer Service, Banking, Economics, Protection, Investment Strategies, Long Term Care, Financial Advisory, Employee Benefits, Health Insurance, Sales, Sales Management, Agribusiness, Strategic Financial..., Disability Insurance, Portfolio Management
Education
Temple University 1984 — 1990
BA, History, Economics
Upper Dublin High School 1980 — 1984
Vanguard December 2014 - Present
Vanguard June 2013 - February 2015
The Home Depot September 2012 - April 2013
Independence Planning Group January 2012 - March 2012
Devine Land and Lawn May 2004 - February 2011
Leukemia and Lymphoma Society October 2010 - October 2010
Bear Creek Ski Resort and Lodge January 2008 - March 2010
Skills
Strategic Financial..., Customer Service, Retirement Planning, Insurance, Financial Analysis, Strategic Planning, Marketing, Investments, Business Planning, Sales, Social Media, Social Networking, Public Speaking, Marketing Strategy, Succession Planning, Communications, Market Research, Fundraising, Finance
Education
Kutztown University of Pennsylvania 2010 — 2012
BS/BA, Marketing
Lehigh Carbon Community CollegeDecember 2007 2005 — 2007
AA, Business Administration
Parkland High School 2001 — 2005
High School Diploma, College Prep
GCA Services Group November 2014 - Present
Independence Planning Group July 2011 - Present
SJ Gas and Shine 2002 - Present
The Good Fight LLC November 2010 - June 2013
Phelan Hallinan & Schmieg LLP March 2011 - June 2011
Skills
Microsoft Office, Customer Service, Employee Training, Public Speaking, Staff Development, Teaching, Social Networking, PowerPoint, Microsoft Excel, Leadership, Microsoft Word, Event Planning, Higher Education, Community Outreach, Research, Curriculum Design, Data Entry, Writing, Training, Editing, Data Analysis
Education
Rowan University 2012 — 2014
Master of Arts (MA), Criminal Justice, 3.633
Rutgers, The State University of New Jersey-New Brunswick 2006 — 2010
Bachelor of Arts (B.A.), Psychology and Sociology, 3.651
Merck May 2015 - Present
Merck October 2014 - May 2015
Pfizer August 2013 - September 2014
MEN Micro November 2007 - July 2013
Beasley Broadcast Group January 2011 - May 2011
Independence Planning Group 2007 - 2007
Education
Temple University 2008 — 2011
Bachelors, Communications
Montgomery County Community College 2005 — 2008
Associate of Science (AS)
Stark Financial Group September 2014 - Present
TD June 2013 - September 2014
Independence Planning Group July 2012 - June 2013
Wells Fargo (formerly Wachovia) January 2011 - July 2012
Palram Americas February 2009 - January 2011
ShadeTree Lawn and Landscaping LLC June 2001 - February 2009
West Virginia University August 2006 - December 2007
Skills
Series 6, Series 63, Life & Health Insurance..., Succession Planning, Estate Planning, Investments, Leadership, Life Insurance, CRM, Customer Satisfaction, Finance, Financial Services, Insurance, Management, Negotiation, Small Business, Strategic Financial..., Analysis, Financial Advisory
Education
Saint Joseph's University 2014 — 2016
Master of Business Administration (MBA), 3.7 GPA
West Virginia University
Bachelors, Economics
Collegium Civitas
N/A, Economics
Ambassador Advisors, LLC February 2015 - Present
Manheim Township Mat Club 2012 - Present
Janney Montgomery Scott July 2013 - February 2015
Merrill Lynch Wealth Management December 2011 - June 2013
Independence Planning Group 2010 - 2011
Floor Trader December 2004 - September 2010
Skills
Trading, Options, Derivatives, Finance, Options Strategies, Series 7, Proprietary Trading, Securities, Volatility, Traders, Equities, Wealth Management, Estate Planning, Risk Management, Alternative Investments, Commodity, Trading Strategies, 401k, Mutual Funds
Education
Drexel University 1990 — 1995
Bachelor's degree, Civil Engineering
Springfield High School 1986 — 1990
Rackspace, the #1 managed cloud company January 2015 - Present
Team Weasel Games LLC June 2012 - Present
ZeniMax Online Studios July 2014 - January 2015
Rackspace, the Open Cloud Company November 2013 - July 2014
Self -Employed January 2004 - July 2014
Rackspace Hosting November 2012 - November 2013
SXC Health Solutions February 2011 - October 2012
TekTonic August 2007 - February 2011
Independence Planning Group June 2006 - August 2007
Geek Squad September 2005 - June 2006
Skills
SALT, Ansible, Linux, RedHat, Virtualization, Servers, Git, Cloud Computing, Bash, VMware, Django, LAMP, KVM, Automation, cPanel, Open Source Software, Python, Ubuntu, Shell Scripting, Process Improvement, Chef, Web Development, bootstrap, uwsgi, Nginx, Celery, CentOS, Debian, System Administration, Xen, Red Hat Linux
Education
Montgomery County Community College 2011 — 2012
Computer Science
Rochester Institute of Technology 2005 — 2006
Souderton
Brownstein Hyatt Farber Schreck March 2014 - Present
Correctional Healthcare Companies March 2011 - March 2014
Peachtree Settlement Funding September 2007 - December 2010
CareFree Health Services December 2006 - September 2007
Independence Planning Group August 2004 - December 2006
Education
University of Denver - Sturm College of Law 2011 — 2013
Doctor of Law (J.D.), Law
Nova Southeastern University—Shepard Broad Law Center 2009 — 2010
Moravian College 2001 — 2005
Bachelor of Arts (B.A.), Business Managment
Lafayette College September 2012 - May 2013
Lafayette College September 2010 - May 2013
Lehigh Valley Economic Development Corp. January 2013 - January 2013
Northern Lehigh Swimming Pool June 2010 - August 2012
Independence Planning Group May 2012 - July 2012
Blue Mountain Ski Area December 2007 - March 2009
Skills
Cpr Certified, German, Training, PowerPoint, Microsoft Word, Microsoft Office, Microsoft Excel, Research, Teamwork, Critical Thinking, Public Speaking, Time Management, Statistics, Event Planning, Social Media, Matlab, Volunteer Management, Data Analysis, Social Networking, Team Leadership, Sports, Mathematica
Education
Lafayette College 2009 — 2013
Bachelor of Arts (B.A.), Mathematics and Economics
Lafayette College
RES Software January 2015 - Present
Bracket November 2013 - January 2015
Bracket June 2012 - November 2013
Mariner Wealth Advisors February 2011 - June 2012
Independence Planning Group June 2010 - February 2011
Bloomsburg University of Pennsylvania August 2007 - May 2010
Aydin Displays December 2009 - January 2010
Skills
Strategic Planning, PowerPoint, Excel, Business Strategy, New Business Development, Word, Salesforce Training, Microsoft Word, Microsoft Excel, Microsoft Office, Financial Analysis, Process Improvement, Account Management, Purchasing, Market Research, Sales, Salesforce.com, Insurance, Customer Service
Education
Bloomsburg University of Pennsylvania 2006 — 2010
B. S, Business Administration; Management
. 2011 - Present
Cedar Crest College 2010 - 2011
Independence Planning Group 2010 - 2010
DeSales University 2007 - 2010
Franklin & Marshall College 2007 - 2007
Moravian College 2004 - 2005
Education
Kutztown University of Pennsylvania 2004 — 2007
M.Ed., Student Affairs in Higher Education: College Counseling Licensure Track
Moravian College 2000 — 2004
BA, Psychology
Vanguard June 2015 - Present
Harrisburg Regional Chamber & CREDC August 2014 - November 2014
Vanguard June 2014 - August 2014
Corto Financial Group January 2014 - May 2014
York College of Pennsylvania September 2013 - May 2014
Ecotech Marine December 2013 - January 2014
A.R. Schmeidler & Co., Inc. June 2013 - August 2013
New Balance of Saucon Valley May 2009 - January 2013
Independence Planning Group May 2012 - August 2012
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Access, Statistics, Finance, Leadership, Time Management, Microsoft Word, Teamwork, Social Media, Customer Service, Sales, Accounting, Public Speaking, Analysis
Education
York College of Pennsylvania 2014 — 2015
Master of Business Administration (MBA), Finance, General, 3.63
York College of Pennsylvania 2010 — 2014
B.S, Finance; Accounting, 3.79
Lehigh University 2012 — 2012
LehighSiliconValley, Entrepreneurship
Northampton High School 2006 — 2010
AP and Honors Level Classes
Carson Helicopters May 2014 - Present
Bucks County Community College January 2011 - Present
Temple University September 2013 - May 2014
ACTS Retirement-Life Communities, Inc. August 2012 - July 2013
Catamaran February 2009 - August 2012
The Edcomm Group Banker's Academy August 2006 - February 2009
ProActive Business Solutions August 2006 - August 2006
Independence Planning Group March 2006 - August 2006
Southern Lehigh School District June 2004 - March 2006
The Open Store December 2004 - March 2005
Skills
Network Security, Network Administration, Network Design, Network Engineering, IP Networking, VMware, VMware ESX, Virtualization, Cisco, Cisco IOS, Cisco Switches, Sonicwall, Security, Linux, RedHat, Ubuntu, Windows, Windows Server, Troubleshooting, Firewalls, VPN, DHCP, DNS, CCNA, Routers, Switches, WAN, Routing, TCP/IP, ASA, LAN/WAN, Network Architecture, A+ Certified, VLAN, Disaster Recovery, Checkpoint, System Administration, Software Installation, Computer Hardware, Active Directory, WINS, Servers, Antivirus, Data Center, EIGRP, IPS, Wireshark, packet analysis, Protocol Analysis, Arch Linux
Education
Columbia Southern University
Bachelor's Degree, Information Technology
Columbia Southern University
Associate’s Degree, General Studies
Aerotek September 2013 - Present
Independence Planning Group June 2011 - September 2013
Skills
Recruiting, Staffing Services, Temporary Placement, College Recruiting, Technical Recruiting, Applicant Tracking..., Talent Acquisition, Sourcing, Building Relationships, Networking, Screening, Interviews, Temporary Staffing, Contract Recruitment, Cold Calling
Education
DeSales University 2007 — 2011
Bachelor of Science (B.S.), Accounting; Accounting
Hammonton Financial August 2009 - Present
Independence Planning Group October 2000 - July 2009
Skills
Retirement Planning, College Savings Plans, Life Insurance, Long-term Care, PowerPoint, Fixed Income, Disability Insurance, Buy-sell Agreements, Microsoft Word, Estate Planning, Strategic Financial..., Microsoft Excel, Investments, Wealth, Microsoft Office, Insurance, Defined Benefit, Executive Pay, Exit Strategies, Education Funding, Fixed Annuities, IRAs, 401k, Long Term Care Insurance, 401k Rollovers, Wealth Management, Financial Planning, Series 6
Education
Rutgers, The State University of New Jersey-Camden 1996 — 2001
Bachelor of Science (B.S.), Finance and Financial Management Services
Haddon Heights High School
Citizens Bank May 2012 - Present
Wells Fargo Advisors October 2011 - May 2012
Wells Fargo Bank June 2011 - May 2012
The Vanguard Group October 2010 - November 2010
Independence Planning Group November 2008 - July 2009
Fiji Mission to the United Nations May 2004 - July 2008
United Coconut Planters Bank, Philippines September 2001 - December 2003
Skills
Series 6, Series 63, PA Life Resident..., Life Insurance, Strategic Financial..., Insurance, Retirement Planning, Banking
Education
De La Salle University 1997 — 2003
Masters in Management Technology
St. Francis College 1991 — 1994
Bachelor of Science, major in Special Studies emphasis in Computer Management
Spherion October 2007 - Present
Technisource 2007 - Present
Blue Bell School of Dance November 2006 - Present
Independence Planning Group January 2007 - September 2007
Education
Temple University 2007 — 2011
Dance
Ortho Clinical Diagnostics 2015 - Present
Ortho Clinical Diagnostics May 2009 - Present
Transformation Associates, Inc. April 2008 - May 2009
Independence Planning Group 2003 - 2008
AT&T 2002 - 2003
AT&T 2001 - 2002
AT&T 1998 - 2001
AT&T 1994 - 1998
The Sawtooth Group October 1991 - October 1994
Skills
CRM, Cross-functional Team..., Process Improvement, Pharmaceutical Industry, FDA, Leadership, Management, Customer Service, Strategy
Education
University of Phoenix 1996 — 1999
MBA, Business
Kean University 1988 — 1991
BS, Business
MassMutual Eastern Pennsylvania August 2013 - Present
IPG/Guardian June 2012 - July 2013
Independence Planning Group January 2009 - June 2012
Yellowbook 2000 - 2008
Skills
Retirement Planning, Buy-sell Agreements, Estate Planning, Exit Strategies, Executive Pay, College Savings Plans, Disability Insurance, Long-term Care, Life Insurance, Wealth, Strategic Financial..., Investments, Small Business, Defined Benefit, Education Funding
Education
University of Pittsburgh 1990 — 1993
University of Pittsburgh 1990 — 1993
PepsiCo November 2009 - Present
Wilson Elser May 2009 - October 2009
PepsiCo July 2008 - May 2009
Independence Planning Group October 2006 - June 2008
Skills
Microsoft Office, Business Objects, Microsoft Excel, Microsoft Word, Finance, Financial Modeling, Financial Analysis, Investments, Forecasting, Analysis, Accounting
Education
Iona College 2012 — 2014
Master of Business Administration (M.B.A.), Finance, General, 3.96
Cedarville University 2002 — 2006
BA, Finance and Management
Independence Planning Group June 2004 - Present
Education
Kutztown University of Pennsylvania 1985 — 1988
Bachelors Degree, Accounting