Independence Wealth Strategies an office of MetLife
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Independence Wealth Strategies an office of MetLife Employees
Independence Wealth Strategies, an office of MetLife September 2002 - Present
Skills
Insurance, Investments, Financial Reporting, Mutual Funds, Employee Benefits, Asset Allocation, Executive Benefit..., Securities, Small Business, Finance
Education
The American College 2007 — 2009
Masters of Science, Financial Services
Gettysburg College 1997 — 2000
Bachelor of Arts, Economics & Management, Minor Religion
Independence Wealth Strategies, an Office of MetLife July 1977 - Present
Skills
Retirement and Estate...
Education
The American College 1990 — 2004
Masters of Science, Financial Services
High Point University 1973 — 1977
Mathematics, Bachelor of Science
Indiana University Kelley School of Business August 2014 - Present
Villanova University August 2012 - May 2014
Independence Wealth Strategies, an office of MetLife November 2011 - June 2012
UBS Financial Services August 2008 - April 2009
UBS Financial Services July 2006 - July 2008
Skills
Data Analysis, Financial Analysis, Financial Modeling, Research, Statistics, Analysis, PowerPoint, Microsoft Excel, Economics, Access, Microsoft Office, Market Research, Business Analysis, Strategy, Valuation, Risk Management
Education
Indiana University - Kelley School of Business 2014 — 2019
Doctor of Philosophy (PhD), Accounting
Villanova University 2012 — 2014
Master of Business Administration (M.B.A.), Finance
Westminster Theological Seminary 2009 — 2011
M.A. in Counseling
Villanova University 2003 — 2006
B.S. in Business Administration, Management Information Systems
Harriton High School 1999 — 2002
Samost Jewish Family and Children's Service January 2015 - Present
Samost Jewish Family and Children's Service June 2014 - December 2014
New Brunswick Tomorrow January 2014 - May 2014
Johnson & Johnson September 2013 - May 2014
Rutgers University School of Social Work January 2012 - May 2014
Rutgers University Dance Marathon May 2011 - April 2014
Eagleton Center for Public Interest Polling September 2013 - December 2013
Independence Wealth Strategies, an Office of MetLife May 2013 - August 2013
Del Val Media May 2013 - August 2013
Rutgers University Hillel May 2012 - May 2013
Skills
Community Outreach, Editing, Grant Writing, SPSS, SAS, Stata, Research
Education
Rutgers, The State University of New Jersey-New Brunswick 2010 — 2014
Bachelor's Degree, Economics, 3.95
Independence Wealth Strategies, an Office of MetLife January 2010 - June 2015
Creative Financial Group January 2004 - January 2010
Skills
Estate Planning, Life Insurance, Strategic Financial..., Wealth Management, Microsoft Office, eMoney, Profiles, NaviPlan, Plan Lab, Outlook, Lotus Notes, Westlaw, Lexis
Education
Widener University School of Law 1998 — 2001
Doctor of Law (JD)
Dickinson College 1994 — 1998
Bachelor of Arts (B.A.), Political Science
Mount Saint Joseph Academy 1990 — 1994
High School
Independence Wealth Strategies-An Office of MetLife October 1989 - Present
Education
Rutgers, The State University of New Jersey-New Brunswick 1986 — 1989
Bachelor's degree, Economics
Northeastern University
Independence Wealth Strategies, an office of Metlife February 2008 - Present
Skills
Fixed Annuities, Retirement, Life Insurance, Mutual Funds, Series 7, Disability Insurance, Insurance, Investments, Series 63, Asset Allocation, Securities, Series 6, Alternative Investments
Education
University of Delaware 1990 — 1994
BA, Englilsh Literature
The American College 2008 — 2009
LUTCF, Insurance products and uses
Independence Wealth Strategies, an office of Metlife February 1979 - Present
Education
The American College 2000 — 2004
MSFS, Financial Services
University of Delaware 1973 — 1977
BSBA, Business, History
Independence Wealth Strategies, an Office of MetLife September 2003 - Present
Education
Gwynedd Mercy University 1999 — 2003
Salesianum 1994 — 1998
Certified Financial Planner Board of Standards, Inc.
CERTIFIED FINANCIAL PLANNER®
The American College
Chartered Financial Consultant (ChFC) designation
Lindenberg Financial Inc. October 2013 - June 2015
Independence Wealth Strategies, an office of MetLife May 2011 - October 2013
2009-2010 February 2009 - June 2010
2006-2009 January 2006 - February 2009
Education
Salisbury University - Perdue School of Business 1998 — 2002
Bachelor of Science, Business Administration, Interpersonal Communication
Independence Wealth Strategies, an Office of MetLife March 2013 - Present
Sports Authority September 2009 - September 2011
Sports Authority March 2009 - September 2009
Sports Authority April 2007 - March 2009
Sports Authority February 2007 - April 2007
Skills
Sales, Sales Management, Insurance, Health Insurance, Disability Insurance, Life Insurance, Accident Insurance, Fixed Annuities, Variable Products, Variable Life, Licensed to Sell..., Store Management, Retail, Sales Plan, Team Management, Customer Service, Retail Sales, Customer Satisfaction, Life & Health Licenses, 401k Rollovers, College Savings Plans, 529 Plans, Traditional IRA, Coverdell, Survivorship, Buy-Sell, College Funding..., Licensed Life & Health..., Permanent Life Insurance, Equity Indexed Annuities, Annuity Sales, Licensed Life Insurance..., Retirement Savings, Simple IRA, Roth IRA, Universal Life, Whole Life, Term Life Insurance, Series 63, Variable Annuities, Series 6, Property & Casualty..., Commercial Insurance
Education
Strayer University-Pennsylvania 2007 — 2008
Marketing
West Chester University of Pennsylvania 2004 — 2005
Marketing
King's College 2002 — 2003
Mathematics
VALIC October 2012 - Present
Independence Wealth Strategies, An office of MetLife October 2010 - September 2012
First Financial Group, An office of Mass Mutual December 2009 - April 2010
South Jersey Financial Group, An office of MetLife December 2007 - November 2009
Skills
Series 65, Series 63, Series 6, Life & Health Insurance..., Property & Casualty..., Retirement, Mutual Funds, Asset Allocation, Cash Management, College Funding..., Tax-advantaged..., IRAs, Roth IRA, Long Term Care Insurance, Pension Systems, Asset Protection, Estate Planning, Investment Strategies, Morningstar, Retirement Planning, Fixed Annuities, 401k, Variable Products, Disability Insurance, Life Insurance, Investment Advisory, Financial Advisory, Wealth Management, Wealth Management..., Securities, Long-term Care, Universal Life, Whole Life, 401k Rollovers, Investment Management, Wealth Accumulation, College Savings Plans, 529 Plans, Investments, Saving for Education, 403 b, Qualified Retirement..., Annuity Sales, College Education..., Financial Services
Education
The American College 2015 — 2016
Retirement Income Certified Professional
Widener University 2003 — 2007
Bachelors, Sports Management
Independence Wealth Strategies, an Office of MetLife November 2010 - February 2015
Brumbaugh Wealth Management Group, an office of MetLife January 2011 - March 2013
Elephant &Castle Pub April 2006 - November 2010
Skills
Securities, Retirement Planning, Insurance, small business planning, Wealth Management...
Education
Temple University - Fox School of Business and Management 2007 — 2010
BBA, Finance
Kaleidoscope Education Solutions August 2015 - Present
Kaleidoscope Education Solutions May 2015 - August 2015
Kelsch Associates March 2014 - May 2015
Holcomb Behavioral Health System July 2012 - May 2015
Kelsch Associates December 2013 - March 2014
Independence Wealth Strategies, an Office of MetLife September 2013 - December 2013
Kelsch Associates 2010 - September 2013
Center For Family Services 2011 - 2012
R.E. Michael Company 2008 - 2010
Consignment Furniture Gallery 2008 - 2008
Skills
Mental Health, Case Management, Psychotherapy, Leadership, Case Managment, Management, Social Services, Community Outreach, Nonprofits, Treatment, Sales, Budgets, Crisis Intervention, Motivational..., Fundraising, Cpr Certified, Psychology, Adolescents, Recruiting, Sourcing, Customer Service, Training, Team Building
Education
Rutgers, The State University of New Jersey-Camden 2010 — 2012
Bachelor's degree, Social Work
Camden County College 2008 — 2010
Associate's degree, Human Services Program
MWealth Advisors January 2015 - Present
Independence Wealth Strategies, an Office of MetLife April 2012 - December 2014
Creative Financial Group July 1990 - December 2014
Maxwell Financial Services, Ltd. February 1986 - July 1990
Skills
Strategic Financial..., Financial Planners, Financial Services, Investment Advisory, Retirement, Strategy, Wealth, Leadership, Asset Allocation, Coaching, Asset Management, New Business Development, Risk Management, Securities, Series 7, Small Business
Education
The Ohio State University Moritz College of Law 1977 — 1980
JD, Law
University of Delaware 1974 — 1977
B.A., music
Plymouth Whitemarsh Senior High School 1970 — 1973
High School
Ridge Park Elementary
M Wealth Advisors March 2015 - Present
Independence Wealth Strategies an office of MetLife February 2009 - March 2015
University of Pennsylvania May 2005 - November 2008
Skills
Financial Analysis
Education
University of Pennsylvania 1999 — 2003
Georgetown Day School 1994 — 1999
Independence Wealth Strategies, an Office of MetLife January 2013 - Present
Palaszewski Financial Group, LLC July 2006 - Present
Prudential Financial July 2001 - July 2006
Prudential Insurance March 1988 - September 1999
Skills
Small Business, Finance, Life Insurance, Investments, Training, Management, Marketing, Sales, Financial Services, Fixed Annuities, Retirement Planning, Disability Insurance, Retirement, Mutual Funds, Estate Conservation..., Long-Term Care Insurance
Education
Saint Joseph's University 1984 — 1987
BS, Industrial Relations
Independence Wealth Strategies an Office of MetLife January 2012 - Present
The Pitman Company January 2007 - January 2010
Agfa January 1987 - December 2006
Education
Fairleigh Dickinson University 2010 — 2011
Certificate, Financial Planning and Services
Lock Haven University of Pennsylvania 1978 — 1981
BA, Psychology
Independence Wealth Strategies, An Office of MetLife June 2012 - Present
ABIGAIL FAMILY MEDICINE September 2011 - June 2012
Student Media Group February 2012 - May 2012
Skills
Series 7, Series 6, Series 63, Life & Health Insurance..., Series 66
Education
University of Delaware 2008 — 2012
Bachelor of Science (B.S.), Marketing
University of Delaware 2008 — 2012
B.S, Business Administration; Marketing