Independence Wealth Strategies an office of MetLife

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Independence Wealth Strategies an office of MetLife Employees

Employee
Years
Job
Industry
Christopher Brett Montich Christopher Brett Montich Greater Philadelphia Area Details
Christopher Brett Montich's Independence Wealth Strategies an office of MetLife Experience September 2002 - Present
Job Financial Advisor, Financial Services Representative at Independence Wealth Strategies, an office of MetLife
Industry Financial Services
Experience
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

Stan Minka Stan Minka Avondale, Pennsylvania Details
Stan Minka's Independence Wealth Strategies an office of MetLife Experience July 1977 - Present
Job Financial Planner; Financial Services Executive at Independence Wealth Strategies, an Office of Metlife
Industry Financial Services
Experience
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

Christine Chung Christine Chung Greater Philadelphia Area Details
Christine Chung's Independence Wealth Strategies an office of MetLife Experience November 2011 - June 2012
Job PhD Candidate at Indiana University Kelley School of Business
Industry Financial Services
Experience
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

Mandy Frantz Mandy Frantz Cherry Hill, New Jersey Details
Mandy Frantz's Independence Wealth Strategies an office of MetLife Experience May 2013 - August 2013
Job Associate, Finance Department at Samost Jewish Family and Children's Service
Industry
Experience
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

Nancy Guynn Nancy Guynn Greater Philadelphia Area Details
Nancy Guynn's Independence Wealth Strategies an office of MetLife Experience January 2010 - June 2015
Job Financial Planning Specialist
Industry Insurance
Experience
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

Mark Mesco, CLU®, ChFC®, LUTCF Mark Mesco, CLU®, ChFC®, LUTCF Marlton, New Jersey Details
Mark Mesco, CLU®, ChFC®, LUTCF's Independence Wealth Strategies an office of MetLife Experience October 1989 - Present
Job Financial Planner and Financial Services Representative at Independence Wealth StrategiesAn Office of MetLife
Industry Financial Services
Experience
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

Nancy Littleton, LUTCF Nancy Littleton, LUTCF Greater Philadelphia Area Details
Nancy Littleton, LUTCF's Independence Wealth Strategies an office of MetLife Experience February 2008 - Present
Job Financial Advisor and Financial Services Representative at Independence Wealth Strategies, an office of Metlife
Industry Financial Services
Experience
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

C Anthony McDonald CLU, ChFC, MSFS C Anthony McDonald CLU, ChFC, MSFS Newark, Delaware Details
C Anthony McDonald CLU, ChFC, MSFS's Independence Wealth Strategies an office of MetLife Experience February 1979 - Present
Job Financial Services Representative/Financial Planner at Independence Wealth Strategies an office of MetLife
Industry Financial Services
Experience
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

Daniel D. Stroud, CFP, ChFC Daniel D. Stroud, CFP, ChFC Greater Philadelphia Area Details
Daniel D. Stroud, CFP, ChFC's Independence Wealth Strategies an office of MetLife Experience September 2003 - Present
Job Financial Advisor at MetLife / Financial Services Representative at Independence Wealth Strategies, an Office of MetLife
Industry Financial Services
Experience
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

Matt Roath Matt Roath Greater Philadelphia Area Details
Matt Roath's Independence Wealth Strategies an office of MetLife Experience May 2011 - October 2013
Job Financial Services
Industry Financial Services
Experience
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

Joseph Kerins Joseph Kerins Greater Philadelphia Area Details
Joseph Kerins's Independence Wealth Strategies an office of MetLife Experience March 2013 - Present
Job Financial Services Representative at Independence Wealth Strategies, an Office of MetLife
Industry Financial Services
Experience
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

Bob Philpott Bob Philpott Greater Philadelphia Area Details
Bob Philpott's Independence Wealth Strategies an office of MetLife Experience October 2010 - September 2012
Job Financial Advisor at VALIC
Industry Financial Services
Experience
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

Isidore Ogoussan Isidore Ogoussan Conshohocken, Pennsylvania Details
Isidore Ogoussan's Independence Wealth Strategies an office of MetLife Experience November 2010 - February 2015
Job Financial Adviser at 1847Financial
Industry Financial Services
Experience
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

Chris Zetusky Chris Zetusky Greater Philadelphia Area Details
Chris Zetusky's Independence Wealth Strategies an office of MetLife Experience September 2013 - December 2013
Job Recruiting Coordinator at Kaleidoscope Education Solutions
Industry Hospital & Health Care
Experience
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

Marc Bernstein Marc Bernstein Greater Philadelphia Area Details
Marc Bernstein's Independence Wealth Strategies an office of MetLife Experience April 2012 - December 2014
Job Founder, Managing Director at MWealth Advisors
Industry Financial Services
Experience
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

Andrew Babson Andrew Babson Greater Philadelphia Area Details
Andrew Babson's Independence Wealth Strategies an office of MetLife Experience February 2009 - March 2015
Job Partner, M Wealth Advisors
Industry Financial Services
Experience
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

John Anthony Palaszewski John Anthony Palaszewski Greater Philadelphia Area Details
John Anthony Palaszewski's Independence Wealth Strategies an office of MetLife Experience January 2013 - Present
Job Financial Services Representative at Independence Wealth Strategies, an Office of MetLife
Industry Financial Services
Experience
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

Ken Miley Ken Miley Greater Philadelphia Area Details
Ken Miley's Independence Wealth Strategies an office of MetLife Experience January 2012 - Present
Job Financial Services Representative at Independence Wealth Strategies/An Office of MetLife
Industry Financial Services
Experience
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

Stephanie Rinschler Stephanie Rinschler Greater Philadelphia Area Details
Stephanie Rinschler's Independence Wealth Strategies an office of MetLife Experience June 2012 - Present
Job Financial Advisor at Independence Wealth Strategies, An Office of MetLife
Industry Financial Services
Experience
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