Independence Planning Group

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Independence Planning Group Employees

Employee
Years
Job
Industry
Garrett Kuhns Garrett Kuhns Lakeland, Florida Area Details
Garrett Kuhns's Independence Planning Group Experience September 2010 - October 2011
Job
Industry Transportation/Trucking/Railroad
Experience
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

Kyle Hayes Kyle Hayes Greater New York City Area Details
Kyle Hayes's Independence Planning Group Experience June 2011 - July 2011
Job Equity Analyst at Bloomberg
Industry Financial Services
Experience
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

Jake Crooks Jake Crooks Greater New York City Area Details
Jake Crooks's Independence Planning Group Experience June 2011 - August 2011
Job Ratings Analyst at Standard & Poor's
Industry Financial Services
Experience
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

Alex Oleykowski IV Alex Oleykowski IV Greater Philadelphia Area Details
Alex Oleykowski IV's Independence Planning Group Experience April 2007 - April 2008
Job Field Marketing Manager at California Casualty Management Company
Industry Insurance
Experience
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

Justin Raub Justin Raub Allentown, Pennsylvania Area Details
Justin Raub's Independence Planning Group Experience April 2007 - September 2008
Job Assistant Branch Manager at PNC
Industry Banking
Experience
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

E. Elizabeth Staber E. Elizabeth Staber Norristown, Pennsylvania Details
E. Elizabeth Staber's Independence Planning Group Experience May 2011 - May 2012
Job Account Manager/SEPA Region at Coventry Health Care
Industry Insurance
Experience
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

Hope Frankenfield Hope Frankenfield Bethlehem, Pennsylvania Details
Hope Frankenfield's Independence Planning Group Experience February 2008 - October 2009
Job Unishippers
Industry Consumer Goods
Experience
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

Daniel Brice Daniel Brice Greater New York City Area Details
Daniel Brice's Independence Planning Group Experience 2009 - 2013
Job Business Development
Industry Wireless
Experience
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

Rob Landis Rob Landis Greater Philadelphia Area Details
Rob Landis's Independence Planning Group Experience August 2011 - May 2012
Job Manager, Talent Acquisition at Teva Pharmaceuticals
Industry Pharmaceuticals
Experience
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 Hudak Richard Hudak Allentown, Pennsylvania Area Details
Richard Hudak's Independence Planning Group Experience February 2011 - December 2013
Job Finance Specialist at Hudak Financial
Industry Financial Services
Experience
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

Robert Cawley CFBS, LUTCF, CLTC Robert Cawley CFBS, LUTCF, CLTC Center Valley, Pennsylvania Details
Robert Cawley CFBS, LUTCF, CLTC's Independence Planning Group Experience October 2004 - May 2011
Job President Peerless Business Advisors
Industry Financial Services
Experience
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

Linward Anthony Robinson, MBA Linward Anthony Robinson, MBA Greater Philadelphia Area Details
Linward Anthony Robinson, MBA's Independence Planning Group Experience October 2011 - Present
Job Program Director for the Animal Center Management Major at Harcum College
Industry Financial Services
Experience
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

Garrett Kuhns Garrett Kuhns Allentown, Pennsylvania Area Details
Garrett Kuhns's Independence Planning Group Experience November 2010 - October 2011
Job at
Industry Financial Services
Experience
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

Mario Carannante, CFBS Mario Carannante, CFBS Center Valley, Pennsylvania Details
Mario Carannante, CFBS's Independence Planning Group Experience July 2011 - May 2013
Job Helping Business Owners Protect their Family, Business and Ownership Interests through Integrated Solutions
Industry Financial Services
Experience
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

Joseph Hennessey III Joseph Hennessey III Hatboro, Pennsylvania Details
Joseph Hennessey III's Independence Planning Group Experience June 2010 - September 2013
Job Technical Recruiter at CEI (ceiamerica.com)
Industry Information Technology and Services
Experience
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

Michelle Glassman Michelle Glassman Greater Denver Area Details
Michelle Glassman's Independence Planning Group Experience November 2012 - April 2015
Job Director of Business Development at Wealth Strategies Group
Industry Financial Services
Experience
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

Eric J Gibson Eric J Gibson Greater Philadelphia Area Details
Eric J Gibson's Independence Planning Group Experience June 2011 - December 2011
Job Wealth Operations Specialist at TD Bank
Industry Financial Services
Experience
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

Frank Tarquini Jr Frank Tarquini Jr Sioux Falls, South Dakota Details
Frank Tarquini Jr's Independence Planning Group Experience October 2009 - April 2011
Job Phone Banker Contractor at Aerotek for Wells Fargo Bank
Industry Broadcast Media
Experience
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

Dylan Devine Dylan Devine Greater Philadelphia Area Details
Dylan Devine's Independence Planning Group Experience January 2012 - March 2012
Job Fund Financial Associate at Vanguard
Industry Financial Services
Experience
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

Nicole Singiser Nicole Singiser Greater Philadelphia Area Details
Nicole Singiser's Independence Planning Group Experience July 2011 - Present
Job Management Assistant
Industry Higher Education
Experience
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

Jena Sulima Jena Sulima Greater Philadelphia Area Details
Jena Sulima's Independence Planning Group Experience 2007 - 2007
Job Communications Project Manager at Merck
Industry Pharmaceuticals
Experience
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)

Christopher Semprini Christopher Semprini Philadelphia, Pennsylvania Details
Christopher Semprini's Independence Planning Group Experience July 2012 - June 2013
Job Senior Financial Services Representative at Stark Financial Group
Industry Financial Services
Experience
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

David Over David Over Lancaster, Pennsylvania Details
David Over's Independence Planning Group Experience 2010 - 2011
Job Financial Advisor at Ambassador Advisors
Industry Financial Services
Experience
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

Bruce Stringer Bruce Stringer Austin, Texas Details
Bruce Stringer's Independence Planning Group Experience June 2006 - August 2007
Job DevOps Engineer II at Rackspace, the #1 managed cloud company
Industry Information Technology and Services
Experience
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

Justin Hahn Justin Hahn Greater Denver Area Details
Justin Hahn's Independence Planning Group Experience August 2004 - December 2006
Job Associate at Brownstein Hyatt Farber Schreck
Industry Law Practice
Experience
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

Gwen Steckel Gwen Steckel Slatington, Pennsylvania Details
Gwen Steckel's Independence Planning Group Experience May 2012 - July 2012
Job Senior at Lafayette College
Industry Military
Experience
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

Dave Sergas Dave Sergas Greater Philadelphia Area Details
Dave Sergas's Independence Planning Group Experience June 2010 - February 2011
Job Operations Specialist at RES Software
Industry Pharmaceuticals
Experience
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

Kate Carannante Kate Carannante Allentown, Pennsylvania Area Details
Kate Carannante's Independence Planning Group Experience 2010 - 2010
Job Career Consultant
Industry Higher Education
Experience
.   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

Craig Eppler, MBA Craig Eppler, MBA Greater Philadelphia Area Details
Craig Eppler, MBA's Independence Planning Group Experience May 2012 - August 2012
Job Fund Financial Associate Derivatives Operations Team at Vanguard
Industry Financial Services
Experience
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

Andrew Crouthamel Andrew Crouthamel Doylestown, Pennsylvania Details
Andrew Crouthamel's Independence Planning Group Experience March 2006 - August 2006
Job IT Manager at Carson Helicopters
Industry Information Technology and Services
Experience
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

Joseph Cocuzza Joseph Cocuzza Bethlehem, Pennsylvania Details
Joseph Cocuzza's Independence Planning Group Experience June 2011 - September 2013
Job Recruiter at Aerotek
Industry Staffing and Recruiting
Experience
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

Todd Kiry Todd Kiry Greater Philadelphia Area Details
Todd Kiry's Independence Planning Group Experience October 2000 - July 2009
Job Founder of Hammonton Financial
Industry Financial Services
Experience
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

Claudette Wu Claudette Wu Greater Philadelphia Area Details
Claudette Wu's Independence Planning Group Experience November 2008 - July 2009
Job Banker II at Citizens Bank
Industry Financial Services
Experience
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

Danielle Colbert Danielle Colbert Greater Philadelphia Area Details
Danielle Colbert's Independence Planning Group Experience January 2007 - September 2007
Job Administrative Assistant
Industry Performing Arts
Experience
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

Michele Candito Michele Candito Greater New York City Area Details
Michele Candito's Independence Planning Group Experience 2003 - 2008
Job Contract Manager at Ortho Clinical Diagnostics
Industry Pharmaceuticals
Experience
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

Ken Smeltzer Ken Smeltzer Greater Philadelphia Area Details
Ken Smeltzer's Independence Planning Group Experience January 2009 - June 2012
Job Brokerage Director at MassMutual Eastern Pennsylvania
Industry Financial Services
Experience
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

Seth Unruh Seth Unruh Greater New York City Area Details
Seth Unruh's Independence Planning Group Experience October 2006 - June 2008
Job Reporting Analyst PepsiCo
Industry Food & Beverages
Experience
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

Jeffrey Melchior Jeffrey Melchior Allentown, Pennsylvania Area Details
Jeffrey Melchior's Independence Planning Group Experience June 2004 - Present
Job Financial Specialist at Independence Planning Group
Industry Financial Services
Experience
Independence Planning Group   June 2004 - Present

Education
Kutztown University of Pennsylvania   1985 — 1988
Bachelors Degree, Accounting