ING Financial Partners
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ING Financial Partners Employees
Employee
Years
Job
Industry
Frank Meeder Frank Meeder's ING Financial Partners Experience January 2014 - April 2015
Job Investment Advisor Representative at Voya Financial Advisors, Inc
Industry Financial Services
Experience
ING Financial Partners January 2014 - April 2015
New York Life Insurance Company November 2012 - 2013
Waddell & Reed October 2010 - 2012
Education
Towson University 1972 — 1974
Bachelor of Arts (BA)
Randolph-Macon College 1970 — 1972
ING Financial Partners January 2014 - April 2015
New York Life Insurance Company November 2012 - 2013
Waddell & Reed October 2010 - 2012
Education
Towson University 1972 — 1974
Bachelor of Arts (BA)
Randolph-Macon College 1970 — 1972
Charles A. (Chuck) Williams, LUTCF Charles A. (Chuck) Williams, LUTCF's ING Financial Partners Experience January 2011 - July 2013
Job Senior Vice President at Voya Financial
Industry Financial Services
Experience
Voya Financial August 2013 - Present
ING Financial Partners January 2011 - July 2013
ING Financial Advisors January 2008 - December 2010
ING Financial Advisors March 2000 - December 2007
Key Bank June 1999 - February 2000
Prudential Preferred Financial Services June 1989 - May 1999
Education
Southeastern Oklahoma State University
Bachelor of Science, Business Administration
Voya Financial August 2013 - Present
ING Financial Partners January 2011 - July 2013
ING Financial Advisors January 2008 - December 2010
ING Financial Advisors March 2000 - December 2007
Key Bank June 1999 - February 2000
Prudential Preferred Financial Services June 1989 - May 1999
Education
Southeastern Oklahoma State University
Bachelor of Science, Business Administration
Ryan Huck Ryan Huck's ING Financial Partners Experience March 2009 - March 2013
Job Social Marketing Specialist
Industry Marketing and Advertising
Experience
Turn 5, inc. October 2013 - Present
ING Financial Partners March 2009 - March 2013
Skills
Social Media Marketing, Microsoft Excel, Customer Service, Marketing Strategy, Microsoft Word, Facebook, Social Media, Public Relations, Market Research, Product Marketing, Leadership, Financial Analysis, Financial Reporting, Financial Modeling, Project Management, Sales Management, Direct Sales, On-camera Host
Education
Penn State University 2004 — 2008
Bachelor of Arts (B.A.), Economics
Pennsylvania State University 2004 — 2008
Economics, Economics
Turn 5, inc. October 2013 - Present
ING Financial Partners March 2009 - March 2013
Skills
Social Media Marketing, Microsoft Excel, Customer Service, Marketing Strategy, Microsoft Word, Facebook, Social Media, Public Relations, Market Research, Product Marketing, Leadership, Financial Analysis, Financial Reporting, Financial Modeling, Project Management, Sales Management, Direct Sales, On-camera Host
Education
Penn State University 2004 — 2008
Bachelor of Arts (B.A.), Economics
Pennsylvania State University 2004 — 2008
Economics, Economics
Eric Tobey's ING Financial Partners Experience December 2011 - December 2012
Job Annuity Planning Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2015 - Present
Morgan Stanley May 2013 - June 2015
ING Financial Partners December 2011 - December 2012
Fortis Bank June 2008 - September 2009
Forensic Films June 2007 - September 2007
The Journal News April 2007 - June 2007
RCN Entertainment, TV June 2004 - September 2004
Skills
Finance, Series 63, Series 7, Microsoft Excel, Retirement Planning, Microsoft Office, Financial Analysis, Mutual Funds, Financial Services, Wealth Management, Asset Allocation, Uniform Combined State..., Series 65, Management, Investments, PowerPoint, Social Media
Education
Skidmore College 2007 — 2011
BA, Sociology; Business Management; Spanish
Escola Superior de Comerç Internacional (ESCI) 2009 — 2009
Business and Culture
Irvington high school 2003 — 2007
Morgan Stanley June 2015 - Present
Morgan Stanley May 2013 - June 2015
ING Financial Partners December 2011 - December 2012
Fortis Bank June 2008 - September 2009
Forensic Films June 2007 - September 2007
The Journal News April 2007 - June 2007
RCN Entertainment, TV June 2004 - September 2004
Skills
Finance, Series 63, Series 7, Microsoft Excel, Retirement Planning, Microsoft Office, Financial Analysis, Mutual Funds, Financial Services, Wealth Management, Asset Allocation, Uniform Combined State..., Series 65, Management, Investments, PowerPoint, Social Media
Education
Skidmore College 2007 — 2011
BA, Sociology; Business Management; Spanish
Escola Superior de Comerç Internacional (ESCI) 2009 — 2009
Business and Culture
Irvington high school 2003 — 2007
Seth Van Roekel's ING Financial Partners Experience February 2010 - April 2012
Job Project Manager at Wells Fargo Home Mortgage
Industry Financial Services
Experience
Wells Fargo Home Mortgage August 2013 - Present
Aviva plc April 2012 - August 2013
ING Financial Partners February 2010 - April 2012
ING Financial Partners February 2009 - January 2010
Skills
Business Analysis, Project Delivery, Requirements Analysis, Financial Services, Insurance, Business Process..., Securities, Customer Service, Building Relationships, Leadership, Quality Assurance, Project Management, Series 7, Analysis, Process Improvement, Management, Relationship Management
Education
University of Kansas 2003 — 2008
Bachelor of Arts (B.A.), Economics
Johnston High School
Wells Fargo Home Mortgage August 2013 - Present
Aviva plc April 2012 - August 2013
ING Financial Partners February 2010 - April 2012
ING Financial Partners February 2009 - January 2010
Skills
Business Analysis, Project Delivery, Requirements Analysis, Financial Services, Insurance, Business Process..., Securities, Customer Service, Building Relationships, Leadership, Quality Assurance, Project Management, Series 7, Analysis, Process Improvement, Management, Relationship Management
Education
University of Kansas 2003 — 2008
Bachelor of Arts (B.A.), Economics
Johnston High School
Bryan Pitney Bryan Pitney's ING Financial Partners Experience March 2010 - September 2013
Job Investment Consultant at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade September 2013 - Present
ING Financial Partners March 2010 - September 2013
ING Financial Advisers July 2008 - March 2010
Ameriprise Financial Services, Inc. September 2006 - January 2008
Skills
Series 7, Series 66, Series 24, Series 53, Life & Health Insurance..., Retirement Planning, Investments
Education
Stonehill College 2002 — 2006
Bachelor, Economics
TD Ameritrade September 2013 - Present
ING Financial Partners March 2010 - September 2013
ING Financial Advisers July 2008 - March 2010
Ameriprise Financial Services, Inc. September 2006 - January 2008
Skills
Series 7, Series 66, Series 24, Series 53, Life & Health Insurance..., Retirement Planning, Investments
Education
Stonehill College 2002 — 2006
Bachelor, Economics
Jeanna Mischke's ING Financial Partners Experience June 2008 - May 2009
Job Marketing Specialist B2B at Amplifon Hearing Health Care
Industry Marketing and Advertising
Experience
Amplifon Hearing Health Care March 2014 - Present
DoubleTree by Hilton May 2012 - October 2013
DoubleTree by Hilton May 2009 - April 2012
ING Financial Partners June 2008 - May 2009
St. Norbert College - PCLI Spanish Program September 2005 - May 2008
Hostesses for Hire 2003 - 2008
St. Norbert College - Admissions Office 2004 - 2005
Skills
Customer Service, Event Planning, Social Networking, Social Media, Social Media Marketing, Facebook, Spanish, Marketing, Marketing Communications, Microsoft Office, Sales, Research, Social Media Measurement, Social Media Strategist, Social Media Best..., Digital Marketing, Email Marketing, Digital Communication, Twitter, Hootsuite, Foursquare, Pinterest, Instagram, Community Management, Community Engagement, Sentiment Analysis, Social Listening, Social Media Outreach, Reputation Management, Data Analysis, Social Analytics, Social Network Analysis, Social Networking Apps, Social Media Education, Project Management, Social Media Integration, Account Management, Advertising, Time Management, Event Management, Hotels, Management
Education
St. Norbert College 2004 — 2008
Bachelor of Business Administration, International Business & Spanish
University of Virginia 2007 — 2007
Study Abroad Program - Valencia, Spain
Amplifon Hearing Health Care March 2014 - Present
DoubleTree by Hilton May 2012 - October 2013
DoubleTree by Hilton May 2009 - April 2012
ING Financial Partners June 2008 - May 2009
St. Norbert College - PCLI Spanish Program September 2005 - May 2008
Hostesses for Hire 2003 - 2008
St. Norbert College - Admissions Office 2004 - 2005
Skills
Customer Service, Event Planning, Social Networking, Social Media, Social Media Marketing, Facebook, Spanish, Marketing, Marketing Communications, Microsoft Office, Sales, Research, Social Media Measurement, Social Media Strategist, Social Media Best..., Digital Marketing, Email Marketing, Digital Communication, Twitter, Hootsuite, Foursquare, Pinterest, Instagram, Community Management, Community Engagement, Sentiment Analysis, Social Listening, Social Media Outreach, Reputation Management, Data Analysis, Social Analytics, Social Network Analysis, Social Networking Apps, Social Media Education, Project Management, Social Media Integration, Account Management, Advertising, Time Management, Event Management, Hotels, Management
Education
St. Norbert College 2004 — 2008
Bachelor of Business Administration, International Business & Spanish
University of Virginia 2007 — 2007
Study Abroad Program - Valencia, Spain
Michael McDonough Michael McDonough's ING Financial Partners Experience October 2011 - February 2014
Job Small Business Professional McAdam Financially Advanced
Industry Financial Services
Experience
McAdam Financially Advanced™ March 2014 - Present
ING Financial Partners October 2011 - February 2014
Education
Penn State University 2007 — 2011
Bachelor of Science (B.S.), Finance, General
McAdam Financially Advanced™ March 2014 - Present
ING Financial Partners October 2011 - February 2014
Education
Penn State University 2007 — 2011
Bachelor of Science (B.S.), Finance, General
Nick Mariella's ING Financial Partners Experience January 2014 - May 2014
Job Managing Member at Nicola Enterprises, Inc.
Industry Restaurants
Experience
Nicola Enterprises, Inc. January 2009 - Present
ING Financial Partners January 2014 - May 2014
Hennion & Walsh July 2013 - August 2013
Morgan Stanley July 2012 - December 2012
Skills
Financial Modeling, Bloomberg, Valuation, Financial Analysis, Equities, Corporate Finance, Capital Markets, Fixed Income, Portfolio Management, Investments, Equity Research, Finance, Investment Banking, Derivatives, Risk Management, Hedge Funds, Asset Management, Private Equity, Economics, Financial Risk, Microsoft Excel
Education
Saint Joseph's University 2011 — 2015
Bachelor of Science (B.S.), Economics
Saint Joseph's University - Erivan K. Haub School of Business 2011 — 2015
Bachelor’s Degree, Finance, General
Depaul Catholic High School 2007 — 2011
Nicola Enterprises, Inc. January 2009 - Present
ING Financial Partners January 2014 - May 2014
Hennion & Walsh July 2013 - August 2013
Morgan Stanley July 2012 - December 2012
Skills
Financial Modeling, Bloomberg, Valuation, Financial Analysis, Equities, Corporate Finance, Capital Markets, Fixed Income, Portfolio Management, Investments, Equity Research, Finance, Investment Banking, Derivatives, Risk Management, Hedge Funds, Asset Management, Private Equity, Economics, Financial Risk, Microsoft Excel
Education
Saint Joseph's University 2011 — 2015
Bachelor of Science (B.S.), Economics
Saint Joseph's University - Erivan K. Haub School of Business 2011 — 2015
Bachelor’s Degree, Finance, General
Depaul Catholic High School 2007 — 2011
Dixon Speaker's ING Financial Partners Experience January 2012 - June 2012
Job Client Relationship Administrator at The Vanguard Group Inc.
Industry Financial Services
Experience
Vanguard October 2014 - Present
Vanguard June 2013 - October 2014
Hugh O'Brian Youth Leadership 2007 - 2014
Hugh O'Brian Youth Leadership 2007 - 2014
Ursinus College September 2011 - May 2013
Ursinus College June 2012 - July 2012
ING Financial Partners January 2012 - June 2012
Ursinus College 2009 - 2012
Dependable Lawn Care June 2009 - August 2011
M & M Parking Services June 2009 - June 2011
Skills
Writing, Creative Writing, Research, Critical Thinking, Reading Comprehension, Business Intelligence, Communication Skills, Interpersonal Skill
Education
Ursinus College 2009 — 2013
Bachelor of Arts (B.A.), English Language and Literature, General
The University of Edinburgh 2012 — 2012
Strath Haven High School
Vanguard October 2014 - Present
Vanguard June 2013 - October 2014
Hugh O'Brian Youth Leadership 2007 - 2014
Hugh O'Brian Youth Leadership 2007 - 2014
Ursinus College September 2011 - May 2013
Ursinus College June 2012 - July 2012
ING Financial Partners January 2012 - June 2012
Ursinus College 2009 - 2012
Dependable Lawn Care June 2009 - August 2011
M & M Parking Services June 2009 - June 2011
Skills
Writing, Creative Writing, Research, Critical Thinking, Reading Comprehension, Business Intelligence, Communication Skills, Interpersonal Skill
Education
Ursinus College 2009 — 2013
Bachelor of Arts (B.A.), English Language and Literature, General
The University of Edinburgh 2012 — 2012
Strath Haven High School
David DuVall David DuVall's ING Financial Partners Experience
Job Investment Advisor Representative at ING Financial Partners
Industry Financial Services
Experience
ING Financial Partners
Education
Texas Tech University 1976 — 1980
Business Management
ING Financial Partners
Education
Texas Tech University 1976 — 1980
Business Management
Adam Libby Adam Libby's ING Financial Partners Experience June 2010 - August 2013
Job Energy Specialist at COOPER ELECTRIC SUPPLY
Industry Building Materials
Experience
COOPER ELECTRIC SUPPLY September 2013 - Present
ING Financial Partners June 2010 - August 2013
Education
Penn State University 2005 — 2009
Bachelor of Science (BS), Economics
COOPER ELECTRIC SUPPLY September 2013 - Present
ING Financial Partners June 2010 - August 2013
Education
Penn State University 2005 — 2009
Bachelor of Science (BS), Economics
Valerie Mattia Valerie Mattia's ING Financial Partners Experience June 2012 - December 2012
Job Underwriter I at Philadelphia Insurance Companies
Industry Insurance
Experience
Philadelphia Insurance Companies March 2015 - Present
Philadelphia Insurance Companies July 2014 - Present
Philadelphia Insurance Companies June 2013 - May 2014
ING Financial Partners June 2012 - December 2012
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Data Analysis, Financial Analysis, Microsoft Office, Leadership, Research, Accounting, Teamwork, Public Speaking, Market Research, Social Media, Financial Reporting, Corporate Finance, Analysis, Facebook, Underwriting, Property & Casualty..., Human Services, Umbrella Insurance
Education
Saint Joseph's University 2010 — 2014
Bachelor of Science (B.S.), Finance and Risk Management and Insurance
Owen J. Roberts High School 2006 — 2010
High school diploma
Philadelphia Insurance Companies March 2015 - Present
Philadelphia Insurance Companies July 2014 - Present
Philadelphia Insurance Companies June 2013 - May 2014
ING Financial Partners June 2012 - December 2012
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Data Analysis, Financial Analysis, Microsoft Office, Leadership, Research, Accounting, Teamwork, Public Speaking, Market Research, Social Media, Financial Reporting, Corporate Finance, Analysis, Facebook, Underwriting, Property & Casualty..., Human Services, Umbrella Insurance
Education
Saint Joseph's University 2010 — 2014
Bachelor of Science (B.S.), Finance and Risk Management and Insurance
Owen J. Roberts High School 2006 — 2010
High school diploma
Stephen Hodgetts Stephen Hodgetts's ING Financial Partners Experience June 2013 - October 2014
Job Financial Advisor at McAdam Financially Advanced™
Industry Financial Services
Experience
McAdam Financially Advanced™ October 2014 - Present
ING Financial Partners June 2013 - October 2014
Education
Providence College 2010 — 2013
Bachelor of Science (BS)
University of Massachusetts Dartmouth 2009 — 2010
Liberal Arts Program
McAdam Financially Advanced™ October 2014 - Present
ING Financial Partners June 2013 - October 2014
Education
Providence College 2010 — 2013
Bachelor of Science (BS)
University of Massachusetts Dartmouth 2009 — 2010
Liberal Arts Program
Emily Luzzo Emily Luzzo's ING Financial Partners Experience August 2013 - January 2014
Job Seattle University Graduate
Industry Financial Services
Experience
ING Financial Partners August 2013 - January 2014
Education
Seattle University 2010 — 2013
Bachelor of Arts (B.A.), French Language and Literature, Finance, 3.5
Seattle Central Community College 2009 — 2010
Associate of Arts (A.A.)
St. John's College (NM) 2008 — 2009
ING Financial Partners August 2013 - January 2014
Education
Seattle University 2010 — 2013
Bachelor of Arts (B.A.), French Language and Literature, Finance, 3.5
Seattle Central Community College 2009 — 2010
Associate of Arts (A.A.)
St. John's College (NM) 2008 — 2009
Nathan Burdick Nathan Burdick's ING Financial Partners Experience May 2013 - Present
Job Accounting Analyst at SEI
Industry Financial Services
Experience
SEI November 2013 - Present
ING Financial Partners May 2013 - Present
Adaptable Business Concepts April 2013 - May 2013
Gap Inc./Banana Republic February 2012 - April 2013
J.Crew May 2009 - November 2011
Skills
Adaptable to..., Product Marketing, Selling Skills, Customer Retention, Customer Relations..., Credit Sales, Multi-channel Marketing, Reliability, Communication Skills, Group Dynamics, Driven By Results, New Hire Orientations, Manage Client..., CRM
Education
Penn State University 2009 — 2013
Bachelor of Science (B.S.), Finance, Investor Services (in-progress)
SEI November 2013 - Present
ING Financial Partners May 2013 - Present
Adaptable Business Concepts April 2013 - May 2013
Gap Inc./Banana Republic February 2012 - April 2013
J.Crew May 2009 - November 2011
Skills
Adaptable to..., Product Marketing, Selling Skills, Customer Retention, Customer Relations..., Credit Sales, Multi-channel Marketing, Reliability, Communication Skills, Group Dynamics, Driven By Results, New Hire Orientations, Manage Client..., CRM
Education
Penn State University 2009 — 2013
Bachelor of Science (B.S.), Finance, Investor Services (in-progress)
Devon Downs Devon Downs's ING Financial Partners Experience June 2014 - August 2014
Job Sales Management/Recruiter Field Intern at TEKsystems
Industry Higher Education
Experience
Sunrun October 2013 - September 2015
TEKsystems June 2015 - August 2015
ING Financial Partners June 2014 - August 2014
Skills
Sales, Customer Service, Sales Management, Leadership, Marketing, Marketing Strategy, Public Speaking, Management, Time Management, Teamwork, Strategic Planning, Event Planning, Microsoft Excel, Social Networking, Business Strategy, Social Media, Microsoft Word, Facebook, PowerPoint, Microsoft Office
Education
Rider University 2012 — 2016
Economics and Marketing
Hamilton High School East
Sunrun October 2013 - September 2015
TEKsystems June 2015 - August 2015
ING Financial Partners June 2014 - August 2014
Skills
Sales, Customer Service, Sales Management, Leadership, Marketing, Marketing Strategy, Public Speaking, Management, Time Management, Teamwork, Strategic Planning, Event Planning, Microsoft Excel, Social Networking, Business Strategy, Social Media, Microsoft Word, Facebook, PowerPoint, Microsoft Office
Education
Rider University 2012 — 2016
Economics and Marketing
Hamilton High School East
Joseph Tront Joseph Tront's ING Financial Partners Experience October 2012 - May 2013
Job Chief Executive Officer at Tront Enterprises, L.L.C. Owner of Just Chillin' Ice Cream
Industry Events Services
Experience
Tront Enterprises, L.L.C. January 2014 - Present
Just Chillin' Ice Cream January 2014 - Present
Hawks on Call January 2013 - December 2014
Waretown Athletic Association March 2007 - June 2014
Bureau of Labor Statistics September 2013 - December 2013
Bayberry Ice Cream June 2011 - October 2013
ING Financial Partners October 2012 - May 2013
Skills
Leadership, Entrepreneurship, Highly Ambitious, Microsoft Excel..., Teamwork, PowerPoint, Time Management, Microsoft Word, Microsoft Office, Customer Service, Data Analysis, Social Media, Facebook
Education
Saint Joseph's University 2012 — 2016
Bachelor of Science in Business Administration, Finance
Saint Joseph's University 2012 — 2016
Bachelor of Arts, Economics
Southern Regional High School 2009 — 2012
Tront Enterprises, L.L.C. January 2014 - Present
Just Chillin' Ice Cream January 2014 - Present
Hawks on Call January 2013 - December 2014
Waretown Athletic Association March 2007 - June 2014
Bureau of Labor Statistics September 2013 - December 2013
Bayberry Ice Cream June 2011 - October 2013
ING Financial Partners October 2012 - May 2013
Skills
Leadership, Entrepreneurship, Highly Ambitious, Microsoft Excel..., Teamwork, PowerPoint, Time Management, Microsoft Word, Microsoft Office, Customer Service, Data Analysis, Social Media, Facebook
Education
Saint Joseph's University 2012 — 2016
Bachelor of Science in Business Administration, Finance
Saint Joseph's University 2012 — 2016
Bachelor of Arts, Economics
Southern Regional High School 2009 — 2012
Rod Santos Rod Santos's ING Financial Partners Experience February 2010 - November 2011
Job Financial Professional
Industry Financial Services
Experience
RSantos Financial December 2011 - Present
ING Financial Partners February 2010 - November 2011
Wachovia Bank February 1989 - May 2009
Skills
Retirement Planning, Wealth Management, Investments, Series 63, Mortgage Lending, Strategic Financial..., Series 7, Portfolio Management, Banking, Financial Analysis, Consumer Lending, Mutual Funds, Risk Management, Small Business Lending, Insurance
Education
Middletown North
Rutgers University-New Brunswick
Bachelor's Degree, Visual and Performing Arts
RSantos Financial December 2011 - Present
ING Financial Partners February 2010 - November 2011
Wachovia Bank February 1989 - May 2009
Skills
Retirement Planning, Wealth Management, Investments, Series 63, Mortgage Lending, Strategic Financial..., Series 7, Portfolio Management, Banking, Financial Analysis, Consumer Lending, Mutual Funds, Risk Management, Small Business Lending, Insurance
Education
Middletown North
Rutgers University-New Brunswick
Bachelor's Degree, Visual and Performing Arts
Jordan Jackson Jordan Jackson's ING Financial Partners Experience March 2013 - Present
Job Financial Advisor at ING Financial Partners
Industry Financial Services
Experience
ING Financial Partners March 2013 - Present
Lampert Capital Markets January 2013 - March 2013
ING Financial Partners October 2010 - January 2013
USDA-NRCS June 2010 - September 2010
Skills
Microsoft Office, Financial Analysis, Financial Planning, Series 7, Series 66, Life Insurance, Health Insurance, Strategic Financial..., Uniform Combined State..., Mutual Funds, Insurance, Estate Planning, Portfolio Management, Investments, Finance, Wealth Management, Microsoft Excel, Retirement Planning
Education
Rider University 2006 — 2012
Bachelor of Science (B.S.), Finance, General
ING Financial Partners March 2013 - Present
Lampert Capital Markets January 2013 - March 2013
ING Financial Partners October 2010 - January 2013
USDA-NRCS June 2010 - September 2010
Skills
Microsoft Office, Financial Analysis, Financial Planning, Series 7, Series 66, Life Insurance, Health Insurance, Strategic Financial..., Uniform Combined State..., Mutual Funds, Insurance, Estate Planning, Portfolio Management, Investments, Finance, Wealth Management, Microsoft Excel, Retirement Planning
Education
Rider University 2006 — 2012
Bachelor of Science (B.S.), Finance, General
Vivian Shiyang Zhang Vivian Shiyang Zhang's ING Financial Partners Experience April 2009 - July 2009
Job Senior Accountant at Ernst & Young
Industry Accounting
Experience
Ernst & Young January 2012 - Present
MJC AMERICA November 2010 - April 2011
ING Financial Partners April 2009 - July 2009
Marcus & Millichap January 2009 - April 2009
Paris Blumenthal & Associates May 2008 - July 2008
Xi’an Myopathic Treatment Center May 2007 - August 2007
Qin Li Estate Company May 2007 - July 2007
Skills
Financial Accounting, Accounting, Microsoft Excel, Finance, Financial Reporting, Internal Controls, Auditing, Financial Modeling, Financial Analysis, Corporate Tax, Financial Audits, Internal Audit, International Business..., Leadership, Mandarin, Tax
Education
University of Toronto 2011 — 2013
Master, Management and Accounting
University of Southern California 2006 — 2010
BA, Laventhal School of Accounting
University of Southern California - Marshall School of Business 2006 — 2010
BA, International Finance
The Chinese University of Hong Kong 2008 — 2008
Exchange Program, International Finance
College du Leman 2004 — 2006
High School Diploma
Ernst & Young January 2012 - Present
MJC AMERICA November 2010 - April 2011
ING Financial Partners April 2009 - July 2009
Marcus & Millichap January 2009 - April 2009
Paris Blumenthal & Associates May 2008 - July 2008
Xi’an Myopathic Treatment Center May 2007 - August 2007
Qin Li Estate Company May 2007 - July 2007
Skills
Financial Accounting, Accounting, Microsoft Excel, Finance, Financial Reporting, Internal Controls, Auditing, Financial Modeling, Financial Analysis, Corporate Tax, Financial Audits, Internal Audit, International Business..., Leadership, Mandarin, Tax
Education
University of Toronto 2011 — 2013
Master, Management and Accounting
University of Southern California 2006 — 2010
BA, Laventhal School of Accounting
University of Southern California - Marshall School of Business 2006 — 2010
BA, International Finance
The Chinese University of Hong Kong 2008 — 2008
Exchange Program, International Finance
College du Leman 2004 — 2006
High School Diploma
Donna Sweeney's ING Financial Partners Experience September 1997 - September 2014
Job Key Account Manager, Voya Financial Advisors, Inc.
Industry Financial Services
Experience
Voya Financial Advisors, Inc. September 1997 - Present
ING Financial Partners September 1997 - September 2014
The Ayco Company January 1990 - June 1996
Education
Siena College 1986 — 1989
BA, Finance
CERTIFIED FINANCIAL PLANNER™ Certification
Series 7, 24 & 63
Voya Financial Advisors, Inc. September 1997 - Present
ING Financial Partners September 1997 - September 2014
The Ayco Company January 1990 - June 1996
Education
Siena College 1986 — 1989
BA, Finance
CERTIFIED FINANCIAL PLANNER™ Certification
Series 7, 24 & 63
James O'Grady's ING Financial Partners Experience September 2011 - August 2012
Job Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch April 2013 - Present
Olympia Capital Markets Group February 2013 - April 2013
ING Financial Partners September 2011 - August 2012
Skills
Series 7, Financial Analysis, Retirement Planning, Fixed Annuities, Investment Advisory, Microsoft Office, PowerPoint, 401k, Investment Strategies, Mutual Funds, Asset Allocation, Series 66, Uniform Combined State..., Series 63, Securities, Leadership, Hedge Funds, FINRA, Equities, Bonds, Bloomberg, Fixed Income, Investments, Client Relations
Education
Rutgers University-New Brunswick 2008 — 2010
BS, Environmental and Business Economics
Governor Livingston High School 2001 — 2005
Merrill Lynch April 2013 - Present
Olympia Capital Markets Group February 2013 - April 2013
ING Financial Partners September 2011 - August 2012
Skills
Series 7, Financial Analysis, Retirement Planning, Fixed Annuities, Investment Advisory, Microsoft Office, PowerPoint, 401k, Investment Strategies, Mutual Funds, Asset Allocation, Series 66, Uniform Combined State..., Series 63, Securities, Leadership, Hedge Funds, FINRA, Equities, Bonds, Bloomberg, Fixed Income, Investments, Client Relations
Education
Rutgers University-New Brunswick 2008 — 2010
BS, Environmental and Business Economics
Governor Livingston High School 2001 — 2005
Prateek Patel Prateek Patel's ING Financial Partners Experience May 2010 - February 2011
Job Analyst at Herspiegel Consulting
Industry Pharmaceuticals
Experience
Herspiegel Consulting September 2015 - Present
AstraZeneca May 2014 - November 2014
Merrill Lynch February 2011 - July 2013
ING Financial Partners May 2010 - February 2011
Temple University February 2008 - May 2010
Skills
Retirement Planning, Series 7, Uniform Combined State..., Wealth Management, 401k Rollovers, Investment Advisory, Retirement, Series 63, Mutual Funds, IRAs, Asset Allocation, Fixed Annuities, Strategic Financial..., Investment Strategies, Financial Advisory, Investments, Estate Planning, Wealth Accumulation, 401k
Education
Temple University - Fox School of Business and Management 2013 — 2015
Master of Business Administration (M.B.A.), Strategic Management and Finance
Temple University - Fox School of Business and Management 2006 — 2010
Bachelor of Business Administration ( B.B.A), Finance and International Busines
Herspiegel Consulting September 2015 - Present
AstraZeneca May 2014 - November 2014
Merrill Lynch February 2011 - July 2013
ING Financial Partners May 2010 - February 2011
Temple University February 2008 - May 2010
Skills
Retirement Planning, Series 7, Uniform Combined State..., Wealth Management, 401k Rollovers, Investment Advisory, Retirement, Series 63, Mutual Funds, IRAs, Asset Allocation, Fixed Annuities, Strategic Financial..., Investment Strategies, Financial Advisory, Investments, Estate Planning, Wealth Accumulation, 401k
Education
Temple University - Fox School of Business and Management 2013 — 2015
Master of Business Administration (M.B.A.), Strategic Management and Finance
Temple University - Fox School of Business and Management 2006 — 2010
Bachelor of Business Administration ( B.B.A), Finance and International Busines
Jeff August Jeff August's ING Financial Partners Experience February 2009 - August 2010
Job Private Wealth Specialist at Family Office Group LLC
Industry Financial Services
Experience
Family Office Group LLC July 2010 - Present
ING Financial Partners February 2009 - August 2010
Bankers Life and Casualty March 2006 - May 2008
Edward Jones 2008 - 2008
August Training & Development Inc. May 1991 - March 2006
Skills
Retirement Planning, Series 7, Insurance, Securities, Fixed Annuities, Long-term Care, Wealth, Wealth Management, Investment Advisory, Asset Allocation, Investments, Estate Planning
Education
The Ohio State University Fisher College of Business 1978 — 1987
Business, Finance
Grandview Heights School
Family Office Group LLC July 2010 - Present
ING Financial Partners February 2009 - August 2010
Bankers Life and Casualty March 2006 - May 2008
Edward Jones 2008 - 2008
August Training & Development Inc. May 1991 - March 2006
Skills
Retirement Planning, Series 7, Insurance, Securities, Fixed Annuities, Long-term Care, Wealth, Wealth Management, Investment Advisory, Asset Allocation, Investments, Estate Planning
Education
The Ohio State University Fisher College of Business 1978 — 1987
Business, Finance
Grandview Heights School
Paul Himmelstein Paul Himmelstein's ING Financial Partners Experience June 1994 - April 2003
Job Himmelstein Financial , Owner, Manager
Industry Financial Services
Experience
Himmelstein Financial January 1980 - Present
Himmelstein & Asociates January 1980 - Present
ING Financial Partners June 1994 - April 2003
Education
The American College 1980 — 1983
ChFC, Financial Planning and Services
The American College 1979 — 1980
CLU Chartered Life Underwriter, CLU
University of Maryland College Park 1973 — 1977
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Himmelstein Financial January 1980 - Present
Himmelstein & Asociates January 1980 - Present
ING Financial Partners June 1994 - April 2003
Education
The American College 1980 — 1983
ChFC, Financial Planning and Services
The American College 1979 — 1980
CLU Chartered Life Underwriter, CLU
University of Maryland College Park 1973 — 1977
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Len Oliveri's ING Financial Partners Experience 2011 - 2012
Job Mortgage Loan Officer
Industry Financial Services
Experience
Capital One July 2015 - Present
PHH Mortgage May 2012 - Present
PHH Mortgage May 2012 - Present
ING Financial Partners 2011 - 2012
Skills
Cold Calling, Customer Service, Financial Analysis, Investment Properties, Mortgage Lending, Sales, Refinance, Finance, Selling
Education
Salisbury University 2007 — 2011
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
Capital One July 2015 - Present
PHH Mortgage May 2012 - Present
PHH Mortgage May 2012 - Present
ING Financial Partners 2011 - 2012
Skills
Cold Calling, Customer Service, Financial Analysis, Investment Properties, Mortgage Lending, Sales, Refinance, Finance, Selling
Education
Salisbury University 2007 — 2011
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
Audry Craft Verrette's ING Financial Partners Experience 2005 - 2008
Job Experienced Insurance Sales Executive
Industry Financial Services
Experience
Saybrus Partners September 2015 - Present
Accordia Life, a Global Atlantic Company October 2013 - October 2014
Aviva Life Insurance Company February 2011 - October 2013
Aviva Life Insurance Company March 2008 - February 2011
ING Financial Partners 2005 - 2008
Gulf States Marketing 2000 - 2008
Life Insurance Selling: S2S Conference November 2007 - November 2007
Vantage Business, Inc. 2000 - 2001
Education
University of Southern Mississippi
BSBA, Finance
Saybrus Partners September 2015 - Present
Accordia Life, a Global Atlantic Company October 2013 - October 2014
Aviva Life Insurance Company February 2011 - October 2013
Aviva Life Insurance Company March 2008 - February 2011
ING Financial Partners 2005 - 2008
Gulf States Marketing 2000 - 2008
Life Insurance Selling: S2S Conference November 2007 - November 2007
Vantage Business, Inc. 2000 - 2001
Education
University of Southern Mississippi
BSBA, Finance
Alex Wight Alex Wight's ING Financial Partners Experience July 2012 - December 2012
Job Independent Advisor at Cetera Advisor Networks
Industry Insurance
Experience
Atlantic Pawn January 2015 - Present
Nationwide Insurance January 2013 - January 2015
ING Financial Partners July 2012 - December 2012
Walnut Street Securities November 2011 - July 2012
Merrill Lynch September 2011 - November 2011
Skills
Financial Planning, Public Speaking, Series 7, Life & Health Insurance..., Series 66, Series 63, Strategic Financial..., Property & Casualty..., Retirement Planning, 401k Rollovers, Uniform Combined State..., Portfolio Management
Education
Salisbury University 2008 — 2012
Bachelor of Science (B.S.), Finance
Atlantic Pawn January 2015 - Present
Nationwide Insurance January 2013 - January 2015
ING Financial Partners July 2012 - December 2012
Walnut Street Securities November 2011 - July 2012
Merrill Lynch September 2011 - November 2011
Skills
Financial Planning, Public Speaking, Series 7, Life & Health Insurance..., Series 66, Series 63, Strategic Financial..., Property & Casualty..., Retirement Planning, 401k Rollovers, Uniform Combined State..., Portfolio Management
Education
Salisbury University 2008 — 2012
Bachelor of Science (B.S.), Finance
Lameya Ferdous Sharif's ING Financial Partners Experience June 2012 - August 2012
Job Marketing Professional
Industry Financial Services
Experience
Sumitomo Mitsui Banking Corporation June 2015 - Present
Accenture November 2013 - June 2015
- July 2013 - October 2013
Ernst & Young March 2013 - June 2013
ING Financial Partners June 2012 - August 2012
The Princeton Review May 2011 - July 2012
MTV Networks/VIACOM September 2011 - December 2011
Skills
Market Research, Analysis, Research, Marketing, Marketing Analytics, Aprimo, Microsoft Office, Nexus, Marketing Strategy, Analytics, Campaign Management, Data Analysis, Public Speaking, PowerPoint, Stock Market Analysis, Team Building, Microsoft Excel, Facebook Marketing, Budgets, Teamwork, Program Management, Marketing Communications, CRM, Multilingual, Outlook, Strategic Planning, Management, Psychology, Project Planning, Leadership, Microsoft Word, Entrepreneurship, Salesforce.com, Problem Solving, Planning, Statistics, Budgeting, Event Planning, Word, Excel, Team Leadership, Mentoring, Business Analysis, Adobe Professional, Marketing Compliance
Education
City University of New York-Queens College 2008 — 2012
Bachelor of Arts (B.A.), Major: Psychology; Minors: Sociology, Student Services, Overall: 3.523, Major: 3.886
John Bowne High School 2004 — 2008
Advanced Regents Diploma, Writing
Sumitomo Mitsui Banking Corporation June 2015 - Present
Accenture November 2013 - June 2015
- July 2013 - October 2013
Ernst & Young March 2013 - June 2013
ING Financial Partners June 2012 - August 2012
The Princeton Review May 2011 - July 2012
MTV Networks/VIACOM September 2011 - December 2011
Skills
Market Research, Analysis, Research, Marketing, Marketing Analytics, Aprimo, Microsoft Office, Nexus, Marketing Strategy, Analytics, Campaign Management, Data Analysis, Public Speaking, PowerPoint, Stock Market Analysis, Team Building, Microsoft Excel, Facebook Marketing, Budgets, Teamwork, Program Management, Marketing Communications, CRM, Multilingual, Outlook, Strategic Planning, Management, Psychology, Project Planning, Leadership, Microsoft Word, Entrepreneurship, Salesforce.com, Problem Solving, Planning, Statistics, Budgeting, Event Planning, Word, Excel, Team Leadership, Mentoring, Business Analysis, Adobe Professional, Marketing Compliance
Education
City University of New York-Queens College 2008 — 2012
Bachelor of Arts (B.A.), Major: Psychology; Minors: Sociology, Student Services, Overall: 3.523, Major: 3.886
John Bowne High School 2004 — 2008
Advanced Regents Diploma, Writing
Alexis Ortega Alexis Ortega's ING Financial Partners Experience September 2010 - December 2010
Job Recent Graduate
Industry Marketing and Advertising
Experience
ADP July 2011 - August 2011
BERTUCCI'S ITALIAN RESTURANT August 2010 - June 2011
ING Financial Partners September 2010 - December 2010
JET BLACK June 2010 - August 2010
Skills
Cold Calling, PowerPoint, Microsoft Office, Sales, Social Media, Social Networking, Microsoft Excel, Social Media Marketing, Customer Service, Microsoft Word, Marketing, Access, Time Management, Public Speaking, Spanish, Event Planning, Blogging, Team Leadership, Advertising, Teamwork
Education
Temple University 2010 — 2012
Bachelor of Business Administration (BBA), Marketing
ADP July 2011 - August 2011
BERTUCCI'S ITALIAN RESTURANT August 2010 - June 2011
ING Financial Partners September 2010 - December 2010
JET BLACK June 2010 - August 2010
Skills
Cold Calling, PowerPoint, Microsoft Office, Sales, Social Media, Social Networking, Microsoft Excel, Social Media Marketing, Customer Service, Microsoft Word, Marketing, Access, Time Management, Public Speaking, Spanish, Event Planning, Blogging, Team Leadership, Advertising, Teamwork
Education
Temple University 2010 — 2012
Bachelor of Business Administration (BBA), Marketing
Jarred Lebo Jarred Lebo's ING Financial Partners Experience August 2012 - December 2012
Job Professional Associate Underwriter, Private D&O
Industry Insurance
Experience
ACE Group June 2014 - Present
Kforce September 2013 - April 2014
ING Financial Partners August 2012 - December 2012
Saint Joseph's University January 2012 - December 2012
Muhlenberg Swimming Association May 2011 - August 2012
Pat Meehan for Congress September 2010 - November 2010
Skills
PowerPoint, International Relations, Marketing, Management, Microsoft Word, Social Media, Microsoft Office, Recruiting, Interviews, Payroll, Microsoft Excel, Social Networking, Event Planning, Teamwork
Education
Saint Joseph's University - Erivan K. Haub School of Business 2010 — 2014
Bachelor of Science, International Business
Muhlenberg High School
ACE Group June 2014 - Present
Kforce September 2013 - April 2014
ING Financial Partners August 2012 - December 2012
Saint Joseph's University January 2012 - December 2012
Muhlenberg Swimming Association May 2011 - August 2012
Pat Meehan for Congress September 2010 - November 2010
Skills
PowerPoint, International Relations, Marketing, Management, Microsoft Word, Social Media, Microsoft Office, Recruiting, Interviews, Payroll, Microsoft Excel, Social Networking, Event Planning, Teamwork
Education
Saint Joseph's University - Erivan K. Haub School of Business 2010 — 2014
Bachelor of Science, International Business
Muhlenberg High School
Nicole Barran Nicole Barran's ING Financial Partners Experience June 2012 - June 2013
Job Associate Business Analyst at BNY Mellon
Industry Financial Services
Experience
BNY Mellon June 2013 - Present
ING Financial Partners June 2012 - June 2013
Skills
Microsoft Excel, Microsoft Office, Securities, Microsoft Access, SQL
Education
Suffolk University
Business Administration and Management, General
BNY Mellon June 2013 - Present
ING Financial Partners June 2012 - June 2013
Skills
Microsoft Excel, Microsoft Office, Securities, Microsoft Access, SQL
Education
Suffolk University
Business Administration and Management, General
Ross Whitesell Ross Whitesell's ING Financial Partners Experience September 2005 - August 2011
Job Sales Consultant at Register Tape Network
Industry Construction
Experience
Register Tape Network October 2013 - Present
Bath Fitter March 2014 - October 2014
Jersey Shore State Bank August 2011 - February 2014
ING Financial Partners September 2005 - August 2011
PDC SPAS August 1988 - May 2005
Ferno Washington January 1985 - August 1988
Skills
Sales and marketing..., Event Management, Contract Negotiation, Team Building, Budgets, Customer Service, Sales, Marketing, Management, Training, Business Planning, Customer Satisfaction, Business Development, Sales Management, Entrepreneurship, Strategic Planning
Education
Penn State University 1975 — 1979
Bachelor's Degree, Health/Health Care Administration/Management
Penn State University
Bachelor's degree, Business Administration and Management, General
Register Tape Network October 2013 - Present
Bath Fitter March 2014 - October 2014
Jersey Shore State Bank August 2011 - February 2014
ING Financial Partners September 2005 - August 2011
PDC SPAS August 1988 - May 2005
Ferno Washington January 1985 - August 1988
Skills
Sales and marketing..., Event Management, Contract Negotiation, Team Building, Budgets, Customer Service, Sales, Marketing, Management, Training, Business Planning, Customer Satisfaction, Business Development, Sales Management, Entrepreneurship, Strategic Planning
Education
Penn State University 1975 — 1979
Bachelor's Degree, Health/Health Care Administration/Management
Penn State University
Bachelor's degree, Business Administration and Management, General
Kelly Lloyd Kelly Lloyd's ING Financial Partners Experience July 2011 - January 2014
Job Regional Manager Voya Financial Advisors
Industry Financial Services
Experience
Voya Financial January 2014 - Present
ING Financial Partners July 2011 - January 2014
Regional Wholesaler, ING USA July 2009 - June 2011
ING USA 2006 - 2009
ING USA 2004 - 2009
Skills
Sales Presentations, Field Supervision, Sales Process, Broker-Dealer, Wholesale, Broker-Dealer Compliance, Fixed Annuities, Annuity Sales, Indexed Annuities, Marketing Strategy, Series 6, Variable Annuities, Series 65
Education
Simpson College 1997 — 2001
Bachelor's degree, Corporate Communcations and Management
Voya Financial January 2014 - Present
ING Financial Partners July 2011 - January 2014
Regional Wholesaler, ING USA July 2009 - June 2011
ING USA 2006 - 2009
ING USA 2004 - 2009
Skills
Sales Presentations, Field Supervision, Sales Process, Broker-Dealer, Wholesale, Broker-Dealer Compliance, Fixed Annuities, Annuity Sales, Indexed Annuities, Marketing Strategy, Series 6, Variable Annuities, Series 65
Education
Simpson College 1997 — 2001
Bachelor's degree, Corporate Communcations and Management
Brad LaFleur Brad LaFleur's ING Financial Partners Experience June 2007 - February 2010
Job Regional Investment Consultant at Fidelity Investments DCIO Specialist
Industry Financial Services
Experience
Fidelity Investments DCIO March 2014 - Present
Fidelity Investments June 2013 - March 2014
ING Financial Partners June 2007 - February 2010
Skills
Investments, Series 7, Series 63, Mutual Funds, Sales
Education
Roger Williams University 2003 — 2007
Fidelity Investments DCIO March 2014 - Present
Fidelity Investments June 2013 - March 2014
ING Financial Partners June 2007 - February 2010
Skills
Investments, Series 7, Series 63, Mutual Funds, Sales
Education
Roger Williams University 2003 — 2007
Kristopher Brassard's ING Financial Partners Experience May 2013 - October 2014
Job Regional Sales Representative at Guardian Life
Industry Financial Services
Experience
Guardian Life May 2015 - Present
McAdam Financially Advanced™ May 2013 - May 2015
ING Financial Partners May 2013 - October 2014
W.B. Mason Co. Inc April 2012 - July 2013
Brassard Construction April 2008 - January 2011
Skills
Microsoft Excel, Microsoft Office, Retirement Planning, Finance, Retirement, Investments, Financial Analysis, Leadership, Estate Planning, Social Media
Education
Stonehill College
Bachelor's Degree, Finance, General
Guardian Life May 2015 - Present
McAdam Financially Advanced™ May 2013 - May 2015
ING Financial Partners May 2013 - October 2014
W.B. Mason Co. Inc April 2012 - July 2013
Brassard Construction April 2008 - January 2011
Skills
Microsoft Excel, Microsoft Office, Retirement Planning, Finance, Retirement, Investments, Financial Analysis, Leadership, Estate Planning, Social Media
Education
Stonehill College
Bachelor's Degree, Finance, General
Manu Singh Manu Singh's ING Financial Partners Experience May 2011 - August 2011
Job Underwriting Analyst at AIG
Industry Insurance
Experience
AIG July 2014 - August 2015
Model Consulting, Inc. January 2013 - August 2013
Temple University Investment Association August 2011 - May 2012
ING Financial Partners May 2011 - August 2011
Verde Styles August 2010 - May 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Financial Analysis, Access, Time Management, Data Analysis, Corporate Finance, Risk Management, Finance, Employee Benefits, Analysis, Insurance, Communication
Education
Temple University - Fox School of Business and Management 2009 — 2014
Bachelor's Degree
AIG July 2014 - August 2015
Model Consulting, Inc. January 2013 - August 2013
Temple University Investment Association August 2011 - May 2012
ING Financial Partners May 2011 - August 2011
Verde Styles August 2010 - May 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Financial Analysis, Access, Time Management, Data Analysis, Corporate Finance, Risk Management, Finance, Employee Benefits, Analysis, Insurance, Communication
Education
Temple University - Fox School of Business and Management 2009 — 2014
Bachelor's Degree
Amber Minotti Amber Minotti's ING Financial Partners Experience April 2012 - June 2014
Job Paraplanner
Industry Financial Services
Experience
JCL Financial Group June 2014 - Present
NAPW February 2012 - Present
ING Financial Partners April 2012 - June 2014
Temple University Career Center September 2009 - June 2011
Target September 2009 - April 2010
TARGET CORPORATION June 2009 - April 2010
TARGET CORPORATION June 2009 - August 2009
Temple University January 2009 - May 2009
Motozuma 2009 - 2009
Skills
Investment Advisory, Analysis, Coaching, Public Relations, Salesforce.com, Fundraising, Email Marketing, Training, Advertising, Project Management, Teamwork, Business Planning, New Business Development, Series 7, Series 66
Education
Temple University 2007 — 2012
Bachlor's of Business Administration, Marketing
Easton Area High School
Easton Area High School
JCL Financial Group June 2014 - Present
NAPW February 2012 - Present
ING Financial Partners April 2012 - June 2014
Temple University Career Center September 2009 - June 2011
Target September 2009 - April 2010
TARGET CORPORATION June 2009 - April 2010
TARGET CORPORATION June 2009 - August 2009
Temple University January 2009 - May 2009
Motozuma 2009 - 2009
Skills
Investment Advisory, Analysis, Coaching, Public Relations, Salesforce.com, Fundraising, Email Marketing, Training, Advertising, Project Management, Teamwork, Business Planning, New Business Development, Series 7, Series 66
Education
Temple University 2007 — 2012
Bachlor's of Business Administration, Marketing
Easton Area High School
Easton Area High School
Colin Gannon Colin Gannon's ING Financial Partners Experience May 2012 - August 2012
Job Financial Analyst at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase July 2013 - Present
JPMorgan Chase June 2013 - August 2013
ING Financial Partners May 2012 - August 2012
Leslie's Poolmart, Inc. April 2010 - August 2012
Skills
Microsoft Office, Microsoft Excel
Education
Penn State University 2010 — 2014
Bachelor's degree, Finance, 3.77
JPMorgan Chase July 2013 - Present
JPMorgan Chase June 2013 - August 2013
ING Financial Partners May 2012 - August 2012
Leslie's Poolmart, Inc. April 2010 - August 2012
Skills
Microsoft Office, Microsoft Excel
Education
Penn State University 2010 — 2014
Bachelor's degree, Finance, 3.77
Nick Nicolosi, CLU, ChFC's ING Financial Partners Experience 1990 - 2014
Job Owner, Insurance & Retirement Solution, LLC
Industry Financial Services
Experience
Insurance & Retirement Solutions, LLC June 2014 - Present
ING Financial Partners 1990 - 2014
Skills
Over 40 Years'..., Insurance, Life Insurance, Term Life Insurance, Retirement Planning, Fixed Annuities, Retirement, Financial Planning, Disability Insurance, Management, Marketing, Guarantee Issue Group...
Education
Southeastern Louisiana University 1964 — 1967
Bachelor of Arts (B.A.), Business Administration and Management, General; Minor in Marketing
Insurance & Retirement Solutions, LLC June 2014 - Present
ING Financial Partners 1990 - 2014
Skills
Over 40 Years'..., Insurance, Life Insurance, Term Life Insurance, Retirement Planning, Fixed Annuities, Retirement, Financial Planning, Disability Insurance, Management, Marketing, Guarantee Issue Group...
Education
Southeastern Louisiana University 1964 — 1967
Bachelor of Arts (B.A.), Business Administration and Management, General; Minor in Marketing
Donna Kuhlman, LUTCF's ING Financial Partners Experience August 2008 - August 2014
Job Account Executive at Friedman Financial Services Inc/The Friedman Group
Industry Financial Services
Experience
Voya Financial Advisors September 2014 - Present
Friedman Financial Services Inc/The Friedman Group August 2008 - Present
ING Financial Partners August 2008 - August 2014
Edward Jones June 2007 - May 2008
Richardson Motors November 2004 - May 2007
Richardson Motors July 2002 - November 2004
Victory Ford June 2000 - July 2002
Education
The American College 2011 — 2012
LUTCF
Guttenberg High School 1996 — 1999
Diploma
Voya Financial Advisors September 2014 - Present
Friedman Financial Services Inc/The Friedman Group August 2008 - Present
ING Financial Partners August 2008 - August 2014
Edward Jones June 2007 - May 2008
Richardson Motors November 2004 - May 2007
Richardson Motors July 2002 - November 2004
Victory Ford June 2000 - July 2002
Education
The American College 2011 — 2012
LUTCF
Guttenberg High School 1996 — 1999
Diploma
Richard Perea Richard Perea's ING Financial Partners Experience January 2007 - June 2011
Job Principal, Wealth Management Associates, LLC
Industry Financial Services
Experience
Wealth Management Associates, LLC April 2002 - Present
ING Financial Partners January 2007 - June 2011
Marine Midland Bank, N.A. April 1978 - March 1984
Chemical Bank April 1975 - April 1978
J. Henry Schroder Banking Corporation December 1973 - April 1975
First National Citi Bank November 1972 - December 1973
Skills
Equities, Financial Services, Risk Management, Securities, Loans, Funding, Investment Advisory, Alternative Investments, Finance, Portfolio Management, Trading, Banking, Wealth Management
Education
Princeton University 1970 — 1972
MPA, Economic Development & Public Policy
University of California 1968 — 1970
BA, Political Science
Wealth Management Associates, LLC April 2002 - Present
ING Financial Partners January 2007 - June 2011
Marine Midland Bank, N.A. April 1978 - March 1984
Chemical Bank April 1975 - April 1978
J. Henry Schroder Banking Corporation December 1973 - April 1975
First National Citi Bank November 1972 - December 1973
Skills
Equities, Financial Services, Risk Management, Securities, Loans, Funding, Investment Advisory, Alternative Investments, Finance, Portfolio Management, Trading, Banking, Wealth Management
Education
Princeton University 1970 — 1972
MPA, Economic Development & Public Policy
University of California 1968 — 1970
BA, Political Science
Philip Lambing, MBA Philip Lambing, MBA's ING Financial Partners Experience March 2000 - February 2009
Job Director of Training
Industry Financial Services
Experience
Midwood Financial Services January 2014 - Present
CUNA Mutual Group May 2010 - February 2013
ING Financial Partners March 2000 - February 2009
FIMCO (Financial Institution Marketing Company) August 1994 - February 2000
MARKETING ONE INC January 1993 - August 1994
WALL STREET INVESTOR SERVICES (WSIS) January 1992 - January 1993
Reliance - United Pacific Life - United Pacific Financial Services (UPFS) January 1988 - January 1992
AMA Advisors 1988 - 1989
Tri-Arc Agency/Philadelphia Savings Fund Society (PSFS) June 1986 - April 1988
A.G. Edwards & Sons, Inc. January 1985 - January 1986
Skills
Securities, Insurance, Compliance, Business Planning, Mutual Funds, Retirement, 401k, Asset Allocation, Retirement Planning, Wealth Management, IRA's, Annuities, Pensions, Series 7, Series 63, Public Speaking, Sales Management, Series 24, Asset Management, Management, Life Insurance, Fixed Annuities, Financial Advisory, Investments, Finance, FINRA, Banking, Investment Advisory, Series 6, Investment Strategies, Mergers & Acquisitions, Portfolio Management, Alternative Investments, Leadership, Financial Services
Education
Temple University - Fox School of Business and Management 1981 — 1983
MBA, Finance
Midwood Financial Services January 2014 - Present
CUNA Mutual Group May 2010 - February 2013
ING Financial Partners March 2000 - February 2009
FIMCO (Financial Institution Marketing Company) August 1994 - February 2000
MARKETING ONE INC January 1993 - August 1994
WALL STREET INVESTOR SERVICES (WSIS) January 1992 - January 1993
Reliance - United Pacific Life - United Pacific Financial Services (UPFS) January 1988 - January 1992
AMA Advisors 1988 - 1989
Tri-Arc Agency/Philadelphia Savings Fund Society (PSFS) June 1986 - April 1988
A.G. Edwards & Sons, Inc. January 1985 - January 1986
Skills
Securities, Insurance, Compliance, Business Planning, Mutual Funds, Retirement, 401k, Asset Allocation, Retirement Planning, Wealth Management, IRA's, Annuities, Pensions, Series 7, Series 63, Public Speaking, Sales Management, Series 24, Asset Management, Management, Life Insurance, Fixed Annuities, Financial Advisory, Investments, Finance, FINRA, Banking, Investment Advisory, Series 6, Investment Strategies, Mergers & Acquisitions, Portfolio Management, Alternative Investments, Leadership, Financial Services
Education
Temple University - Fox School of Business and Management 1981 — 1983
MBA, Finance
Brian Rowland, MBA Brian Rowland, MBA's ING Financial Partners Experience August 2006 - Present
Job Adjunct Faculty at University of Phoenix
Industry Financial Services
Experience
University of Phoenix November 2009 - Present
ING Financial Partners August 2006 - Present
Skills
Public Speaking, Retirement Planning, Non-profits, Strategic Planning, Event Planning, Leadership, Leadership Development, Staff Development, Coaching, Nonprofits, Small Business, Team Building, Training, Microsoft Excel, Fundraising, Sales, Microsoft Word, Teaching, Community Outreach
Education
Prairie View A&M University 2012 — 2015
Doctor of Philosophy (Ph.D.), Educational Leadership and Administration, General
Prairie View A&M University
M.CD, Community & Economic Development
Prairie View A&M University
MBA, Managment
Tarleton State University
BS, Business Admin.
University of Phoenix November 2009 - Present
ING Financial Partners August 2006 - Present
Skills
Public Speaking, Retirement Planning, Non-profits, Strategic Planning, Event Planning, Leadership, Leadership Development, Staff Development, Coaching, Nonprofits, Small Business, Team Building, Training, Microsoft Excel, Fundraising, Sales, Microsoft Word, Teaching, Community Outreach
Education
Prairie View A&M University 2012 — 2015
Doctor of Philosophy (Ph.D.), Educational Leadership and Administration, General
Prairie View A&M University
M.CD, Community & Economic Development
Prairie View A&M University
MBA, Managment
Tarleton State University
BS, Business Admin.
Coleman Walsh Coleman Walsh's ING Financial Partners Experience May 2014 - August 2014
Job Marketing/Arabic and Islamic Studies Student at CUA
Industry Market Research
Experience
The Coca-Cola Company May 2015 - Present
Madlax Lacrosse Company May 2014 - Present
ING Financial Partners May 2014 - August 2014
Portland Sea Dogs May 2013 - August 2013
207 Lacrosse October 2011 - August 2013
Cheverus High School May 2013 - June 2013
Skills
Leadership, Social Networking, PowerPoint, Sports Coaching, Creativity, Microsoft Office, Modern Standard Arabic, Spanish, Customer Service, Lacrosse, Collaboration, Research, Social Media, Marketing, Teamwork, Microsoft Excel, Outlook, Facebook, Coaching, Communication
Education
The Catholic University of America 2012 — 2016
Marketing
Cheverus High School 2008 — 2012
The Coca-Cola Company May 2015 - Present
Madlax Lacrosse Company May 2014 - Present
ING Financial Partners May 2014 - August 2014
Portland Sea Dogs May 2013 - August 2013
207 Lacrosse October 2011 - August 2013
Cheverus High School May 2013 - June 2013
Skills
Leadership, Social Networking, PowerPoint, Sports Coaching, Creativity, Microsoft Office, Modern Standard Arabic, Spanish, Customer Service, Lacrosse, Collaboration, Research, Social Media, Marketing, Teamwork, Microsoft Excel, Outlook, Facebook, Coaching, Communication
Education
The Catholic University of America 2012 — 2016
Marketing
Cheverus High School 2008 — 2012
Catharine Schoettle Catharine Schoettle's ING Financial Partners Experience September 2008 - December 2008
Job Merchandise Manager at J.McLaughlin
Industry Apparel & Fashion
Experience
J.McLaughlin April 2014 - Present
J.McLaughlin January 2013 - March 2014
J.McLaughlin March 2012 - January 2013
J.McLaughlin April 2010 - March 2012
Brant Publications October 2009 - March 2010
Didi Suydam Contemporary June 2009 - September 2009
ING Financial Partners September 2008 - December 2008
Skills
Apparel, Merchandising, Retail, Facebook, Fashion, Visual Merchandising, Luxury Goods, Sales, Social Media
Education
Trinity College-Hartford 2005 — 2009
BA, Art History; Architectural Studies
The Tuck School of Business at Dartmouth
Tuck Business Bridge Program
J.McLaughlin April 2014 - Present
J.McLaughlin January 2013 - March 2014
J.McLaughlin March 2012 - January 2013
J.McLaughlin April 2010 - March 2012
Brant Publications October 2009 - March 2010
Didi Suydam Contemporary June 2009 - September 2009
ING Financial Partners September 2008 - December 2008
Skills
Apparel, Merchandising, Retail, Facebook, Fashion, Visual Merchandising, Luxury Goods, Sales, Social Media
Education
Trinity College-Hartford 2005 — 2009
BA, Art History; Architectural Studies
The Tuck School of Business at Dartmouth
Tuck Business Bridge Program
Francis J Dougherty, ChFEBC Francis J Dougherty, ChFEBC's ING Financial Partners Experience August 2008 - October 2014
Job Financial Advisor, Partner at H.O.M.E. Financial Advisors
Industry Financial Services
Experience
H.O.M.E. Financial Advisors October 2014 - Present
ING Financial Partners August 2008 - October 2014
Skills
Customer Service
Education
Philadelphia University 2000 — 2004
B.S., Finance & B.S Management
H.O.M.E. Financial Advisors October 2014 - Present
ING Financial Partners August 2008 - October 2014
Skills
Customer Service
Education
Philadelphia University 2000 — 2004
B.S., Finance & B.S Management
Anthony C. DiLullo's ING Financial Partners Experience August 2012 - September 2013
Job Wealth Advisor at Murphy Wealth Management Group
Industry Financial Services
Experience
Murphy Wealth Management Group September 2014 - Present
LPL Finanical September 2013 - September 2014
ING Financial Partners August 2012 - September 2013
UBS September 2011 - December 2011
Deutsche Bank September 2010 - June 2011
Bloomberg July 2010 - July 2010
Advanced Currency Markets April 2010 - July 2010
AXA Financial July 2009 - November 2009
Skills
Bloomberg Terminal, Strategic Financial..., Bloomberg, Series 7, Finance, Fixed Income, Equities, Investments, Mutual Funds, Equity Research, Alternative Investments, Series 66, Portfolio Management
Education
Pace University 2008 — 2012
Finance
Pace University 2008 — 2012
BBA, Finance
Murphy Wealth Management Group September 2014 - Present
LPL Finanical September 2013 - September 2014
ING Financial Partners August 2012 - September 2013
UBS September 2011 - December 2011
Deutsche Bank September 2010 - June 2011
Bloomberg July 2010 - July 2010
Advanced Currency Markets April 2010 - July 2010
AXA Financial July 2009 - November 2009
Skills
Bloomberg Terminal, Strategic Financial..., Bloomberg, Series 7, Finance, Fixed Income, Equities, Investments, Mutual Funds, Equity Research, Alternative Investments, Series 66, Portfolio Management
Education
Pace University 2008 — 2012
Finance
Pace University 2008 — 2012
BBA, Finance
Ellen DeFeo Ellen DeFeo's ING Financial Partners Experience September 2011 - December 2011
Job Client Engagement Manager at Quintiles Health Engagement & Communications
Industry Pharmaceuticals
Experience
Quintiles April 2015 - Present
Quintiles February 2014 - March 2015
Quintiles March 2013 - February 2014
Quintiles June 2012 - March 2013
Colleges Against Cancer of TCNJ, American Cancer Society January 2009 - May 2012
ING Financial Partners September 2011 - December 2011
International Studies Abroad January 2011 - December 2011
Target June 2011 - August 2011
Williams, Caliri, Miller & Otley P.C. May 2010 - January 2011
Smoke Rise Club May 2010 - August 2010
Skills
Microsoft Office, Intermediate level of..., Event Planning, Project Management, Writing, Social Media, Leadership, Translation Management, Program Management, Management
Education
The College of New Jersey 2008 — 2012
Bachelor of the Arts, History, Marketing Minor, 3.8/4.0
Autonomous University of Barcelona (UAB) 2010 — 2010
Study Abroad
Kinnelon High School 2004 — 2008
Quintiles April 2015 - Present
Quintiles February 2014 - March 2015
Quintiles March 2013 - February 2014
Quintiles June 2012 - March 2013
Colleges Against Cancer of TCNJ, American Cancer Society January 2009 - May 2012
ING Financial Partners September 2011 - December 2011
International Studies Abroad January 2011 - December 2011
Target June 2011 - August 2011
Williams, Caliri, Miller & Otley P.C. May 2010 - January 2011
Smoke Rise Club May 2010 - August 2010
Skills
Microsoft Office, Intermediate level of..., Event Planning, Project Management, Writing, Social Media, Leadership, Translation Management, Program Management, Management
Education
The College of New Jersey 2008 — 2012
Bachelor of the Arts, History, Marketing Minor, 3.8/4.0
Autonomous University of Barcelona (UAB) 2010 — 2010
Study Abroad
Kinnelon High School 2004 — 2008
David Miersch David Miersch's ING Financial Partners Experience January 2010 - December 2010
Job Manager of Procurement at TMG Health
Industry Financial Services
Experience
TMG Health September 2014 - Present
TMG Health September 2013 - September 2014
TMG Health June 2012 - September 2013
Sightlines LLC. April 2012 - June 2012
Sightlines LLC. January 2011 - April 2012
ING Financial Partners January 2010 - December 2010
Skills
PowerPoint, Data Analysis, Procurement, Financial Analysis, Excel, Cost Management, Corporate Finance, Pricing Analysis, Time Management, Workflow Analysis, Cost Analysis, Financial Planning, Financial Modeling, Financial Management, Databases, Data Entry, Group Presentations, Presentation Preparation, Board Presentations, Data Processing, Data Presentation, Team Leadership, Retirement Planning, Retirement Income..., SQL, Trend Analysis, Operational Risk, Forecasting, Variance Analysis, Contract Negotiation, Vendor Management, Vendor Relationships, Software Procurement, Procurement Outsourcing, Competitive Analysis, Contractual Agreements, Procure-to-Pay, Procurement Contracts, Gap Analysis, Cost Benefit, Microsoft Excel, Presentation Development, Process Improvement, Series 7, Analysis
Education
West Chester University of Pennsylvania 2007 — 2010
Bachelor's degree, Finance, General
Penn State University 2006 — 2007
Business and Finance
Ridley High School 2002 — 2006
Diploma
TMG Health September 2014 - Present
TMG Health September 2013 - September 2014
TMG Health June 2012 - September 2013
Sightlines LLC. April 2012 - June 2012
Sightlines LLC. January 2011 - April 2012
ING Financial Partners January 2010 - December 2010
Skills
PowerPoint, Data Analysis, Procurement, Financial Analysis, Excel, Cost Management, Corporate Finance, Pricing Analysis, Time Management, Workflow Analysis, Cost Analysis, Financial Planning, Financial Modeling, Financial Management, Databases, Data Entry, Group Presentations, Presentation Preparation, Board Presentations, Data Processing, Data Presentation, Team Leadership, Retirement Planning, Retirement Income..., SQL, Trend Analysis, Operational Risk, Forecasting, Variance Analysis, Contract Negotiation, Vendor Management, Vendor Relationships, Software Procurement, Procurement Outsourcing, Competitive Analysis, Contractual Agreements, Procure-to-Pay, Procurement Contracts, Gap Analysis, Cost Benefit, Microsoft Excel, Presentation Development, Process Improvement, Series 7, Analysis
Education
West Chester University of Pennsylvania 2007 — 2010
Bachelor's degree, Finance, General
Penn State University 2006 — 2007
Business and Finance
Ridley High School 2002 — 2006
Diploma
Michael Keleher Michael Keleher's ING Financial Partners Experience May 2007 - April 2008
Job Trader/Investor
Industry Financial Services
Experience
Global Alliance Capital April 2008 - February 2010
ING Financial Partners May 2007 - April 2008
Commerce Bank March 2005 - May 2007
Wachovia Securities Financial Network March 2000 - March 2005
Skills
Investments, Finance, Strategic Financial..., Asset Allocation, Portfolio Management, Retirement Planning, Hedge Funds, Wealth Management, Mutual Funds, Series 7, Investment Advisory, Financial Markets, Trading
Education
The College of New Jersey 1995 — 1999
Bachelor's degree, Finance, General
Global Alliance Capital April 2008 - February 2010
ING Financial Partners May 2007 - April 2008
Commerce Bank March 2005 - May 2007
Wachovia Securities Financial Network March 2000 - March 2005
Skills
Investments, Finance, Strategic Financial..., Asset Allocation, Portfolio Management, Retirement Planning, Hedge Funds, Wealth Management, Mutual Funds, Series 7, Investment Advisory, Financial Markets, Trading
Education
The College of New Jersey 1995 — 1999
Bachelor's degree, Finance, General
Sean P. Weaver, CFP®, MBA's ING Financial Partners Experience October 2004 - March 2007
Job Financial Advisor at WWK Wealth Advisors
Industry Investment Management
Experience
WWK Wealth Advisors November 2010 - Present
Southwest Securities November 2007 - November 2010
First MidAmerica Investment Corp. March 2007 - November 2007
ING Financial Partners October 2004 - March 2007
Edward Jones May 2004 - October 2004
American Tile Supply June 2002 - May 2004
Skills
Wealth Management, Investments, Retirement, Estate Planning, Financial Services, Finance, Financial Planners, Retirement Planning, Strategic Financial...
Education
Texas Christian University 1995 — 1999
BS, Political Science Minor in Business
The University of Dallas 2006 — 2012
MBA, Financial Services
WWK Wealth Advisors November 2010 - Present
Southwest Securities November 2007 - November 2010
First MidAmerica Investment Corp. March 2007 - November 2007
ING Financial Partners October 2004 - March 2007
Edward Jones May 2004 - October 2004
American Tile Supply June 2002 - May 2004
Skills
Wealth Management, Investments, Retirement, Estate Planning, Financial Services, Finance, Financial Planners, Retirement Planning, Strategic Financial...
Education
Texas Christian University 1995 — 1999
BS, Political Science Minor in Business
The University of Dallas 2006 — 2012
MBA, Financial Services
Christopher Althoff Christopher Althoff's ING Financial Partners Experience October 2012 - January 2014
Job Trade Analyst at J.P. Morgan
Industry Accounting
Experience
J.P. Morgan August 2014 - Present
ING Financial Partners October 2012 - January 2014
BNY Mellon May 2013 - August 2013
Dancker, Sellew & Douglas April 2012 - August 2012
Estee Lauder Co October 2011 - January 2012
Skills
Accounting, Sales, Microsoft Excel, Microsoft Office, Management, Time Management, PowerPoint, Microsoft Word, Social Media, Public Speaking, Finance, Research, Marketing, Analysis, Social Networking, Financial Analysis, Facebook, Teamwork
Education
Saint Joseph's University 2010 — 2014
Bachelor of Science, Business Administration; Finance and Accounting, Sophomore
J.P. Morgan August 2014 - Present
ING Financial Partners October 2012 - January 2014
BNY Mellon May 2013 - August 2013
Dancker, Sellew & Douglas April 2012 - August 2012
Estee Lauder Co October 2011 - January 2012
Skills
Accounting, Sales, Microsoft Excel, Microsoft Office, Management, Time Management, PowerPoint, Microsoft Word, Social Media, Public Speaking, Finance, Research, Marketing, Analysis, Social Networking, Financial Analysis, Facebook, Teamwork
Education
Saint Joseph's University 2010 — 2014
Bachelor of Science, Business Administration; Finance and Accounting, Sophomore
Alicia Stover Alicia Stover's ING Financial Partners Experience 2008 - 2014
Job Managing Director at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2015 - Present
ING Financial Partners 2008 - 2014
ING Financial Partners January 2006 - January 2008
Vanguard January 2004 - January 2006
Skills
Retirement Planning, Retirement, Series 6, Employee Benefits, Series 7, Series 24, Management, 401k, Sales, Financial Advisory, Fixed Annuities, Series 63, Mutual Funds, Wealth Management, Investments, Insurance, Marketing, Business Development, Sales Operations, Asset Allocation, Finance, Investment Advisory, IRAs, Securities, Financial Services, Portfolio Management, Leadership, Relationship Management, Asset Management, Pensions, Financial Planning, FINRA
Education
The University of Texas at Austin 2000 — 2004
BA, Psychology
Lincoln Sudbury Regional High School 1995 — 1999
Fidelity Investments January 2015 - Present
ING Financial Partners 2008 - 2014
ING Financial Partners January 2006 - January 2008
Vanguard January 2004 - January 2006
Skills
Retirement Planning, Retirement, Series 6, Employee Benefits, Series 7, Series 24, Management, 401k, Sales, Financial Advisory, Fixed Annuities, Series 63, Mutual Funds, Wealth Management, Investments, Insurance, Marketing, Business Development, Sales Operations, Asset Allocation, Finance, Investment Advisory, IRAs, Securities, Financial Services, Portfolio Management, Leadership, Relationship Management, Asset Management, Pensions, Financial Planning, FINRA
Education
The University of Texas at Austin 2000 — 2004
BA, Psychology
Lincoln Sudbury Regional High School 1995 — 1999
David Dispenziere David Dispenziere's ING Financial Partners Experience June 2012 - October 2012
Job Student at Saint Joseph's University
Industry Marketing and Advertising
Experience
Saint Joseph's University August 2009 - Present
ING Financial Partners June 2012 - October 2012
UBS June 2011 - August 2011
Bergen County Courthouse June 2009 - August 2010
Skills
Innovation, Self Leadership, Social Media Marketing, Collaboration, Creativity, People Skills, Communication, Creative Problem Solving, Challenges Constraints, Public Speaking
Education
Saint Joseph's University 2009 — 2013
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Saint Joseph's University August 2009 - Present
ING Financial Partners June 2012 - October 2012
UBS June 2011 - August 2011
Bergen County Courthouse June 2009 - August 2010
Skills
Innovation, Self Leadership, Social Media Marketing, Collaboration, Creativity, People Skills, Communication, Creative Problem Solving, Challenges Constraints, Public Speaking
Education
Saint Joseph's University 2009 — 2013
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Christiana Rodgers, CRPC Christiana Rodgers, CRPC's ING Financial Partners Experience December 2007 - Present
Job Officer of the Board of Directors at Friends of Downtown San Diego
Industry Financial Services
Experience
ING Financial Partners December 2007 - Present
Fox 5 San Diego Morning Show February 2010 - June 2010
Ameriprise Financial 2006 - December 2007
Ameriprise Financial 2006 - December 2007
Ameriprise Financial 2005 - December 2007
Education
St. Lawrence University
ING Financial Partners December 2007 - Present
Fox 5 San Diego Morning Show February 2010 - June 2010
Ameriprise Financial 2006 - December 2007
Ameriprise Financial 2006 - December 2007
Ameriprise Financial 2005 - December 2007
Education
St. Lawrence University
Robin Laird, CRPC® Robin Laird, CRPC®'s ING Financial Partners Experience January 2011 - September 2014
Job Investment Adviser Representative at Voya Financial Advisors, Inc.
Industry Financial Services
Experience
Voya Financial September 2014 - Present
ING Financial Partners January 2011 - September 2014
ING Financial Advisers September 2009 - January 2011
National Planning Corporation January 2008 - September 2009
U.S. Senator Paul S. Sarbanes April 1995 - January 1998
Chespeake Bay Foundation 1986 - 1988
St. Mary's County Public Schools 1982 - 1985
Education
St. Mary's College of Maryland
B.S., Biology
The Johns Hopkins University
University of Maryland Baltimore
Voya Financial September 2014 - Present
ING Financial Partners January 2011 - September 2014
ING Financial Advisers September 2009 - January 2011
National Planning Corporation January 2008 - September 2009
U.S. Senator Paul S. Sarbanes April 1995 - January 1998
Chespeake Bay Foundation 1986 - 1988
St. Mary's County Public Schools 1982 - 1985
Education
St. Mary's College of Maryland
B.S., Biology
The Johns Hopkins University
University of Maryland Baltimore
Nicole Fassak Nicole Fassak's ING Financial Partners Experience January 2011 - May 2011
Job Junior Associate at UIC, Inc. Risk Management Consultants
Industry Marketing and Advertising
Experience
UIC, Inc. - Risk Management Consultants January 2015 - Present
UIC, Inc. - Risk Management Consultants May 2014 - August 2014
Smith Design Associates May 2012 - December 2013
Ameriprise Financial Services, Inc. December 2009 - August 2011
ING Financial Partners January 2011 - May 2011
Skills
Marketing, Customer Service, Microsoft Excel, PowerPoint, Packaging, Advertising, Social Networking, Branding Research, MIS, Recruiting, Social Media Marketing, Microsoft Office, Microsoft Word, package design, Management Information..., Risk Management, Insurance Consulting
Education
Temple University - Fox School of Business and Management 2010 — 2014
Bachelor of Business Administration (BBA), Marketing, Management Information Systems, 3.67
UIC, Inc. - Risk Management Consultants January 2015 - Present
UIC, Inc. - Risk Management Consultants May 2014 - August 2014
Smith Design Associates May 2012 - December 2013
Ameriprise Financial Services, Inc. December 2009 - August 2011
ING Financial Partners January 2011 - May 2011
Skills
Marketing, Customer Service, Microsoft Excel, PowerPoint, Packaging, Advertising, Social Networking, Branding Research, MIS, Recruiting, Social Media Marketing, Microsoft Office, Microsoft Word, package design, Management Information..., Risk Management, Insurance Consulting
Education
Temple University - Fox School of Business and Management 2010 — 2014
Bachelor of Business Administration (BBA), Marketing, Management Information Systems, 3.67
Matthew Byrnes Matthew Byrnes's ING Financial Partners Experience 2013 - 2014
Job Financial Services Professional
Industry Financial Services
Experience
AllianceBernstein July 2014 - Present
ING Financial Partners 2013 - 2014
Morgan Stanley Wealth Management July 2012 - August 2012
Skills
Financial Analysis, Financial Markets, Hold Series 7, Hold Series 66, Investments, Portfolio Management, Strategic Financial..., Wealth Management, Retirement Planning, Finance
Education
Providence College 2009 — 2013
Bachelor of Science (B.S.), Finance, General
Christian Brothers Academy 2005 — 2009
AllianceBernstein July 2014 - Present
ING Financial Partners 2013 - 2014
Morgan Stanley Wealth Management July 2012 - August 2012
Skills
Financial Analysis, Financial Markets, Hold Series 7, Hold Series 66, Investments, Portfolio Management, Strategic Financial..., Wealth Management, Retirement Planning, Finance
Education
Providence College 2009 — 2013
Bachelor of Science (B.S.), Finance, General
Christian Brothers Academy 2005 — 2009
Chris Panagos's ING Financial Partners Experience 2013 - Present
Job Financial Services Professional
Industry Financial Services
Experience
ING Financial Partners 2013 - Present
Education
Temple University 2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance
ING Financial Partners 2013 - Present
Education
Temple University 2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance
Jonathan Sherman Jonathan Sherman's ING Financial Partners Experience June 2013 - December 2013
Job Associate at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan March 2014 - Present
ING Financial Partners June 2013 - December 2013
Alumni Association, UCONN August 2012 - May 2013
Adkins Matchett & Toy February 2013 - February 2013
Skills
Minitab, Eviews, Leadership, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Economics, Teamwork, Team Leadership, Time Management, Series 7, Series 66, Financial Analysis
Education
The University of Connecticut 2010 — 2013
Bachelor of Arts (B.A.), Economics
Springfield College 2008 — 2010
Business
Wilton High
J.P. Morgan March 2014 - Present
ING Financial Partners June 2013 - December 2013
Alumni Association, UCONN August 2012 - May 2013
Adkins Matchett & Toy February 2013 - February 2013
Skills
Minitab, Eviews, Leadership, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Economics, Teamwork, Team Leadership, Time Management, Series 7, Series 66, Financial Analysis
Education
The University of Connecticut 2010 — 2013
Bachelor of Arts (B.A.), Economics
Springfield College 2008 — 2010
Business
Wilton High
Derek Huff's ING Financial Partners Experience 2004 - 2011
Job Personal Financial Representative Allstate Financial Services, LLC
Industry Financial Services
Experience
Allstate Financial Services, LLC 2012 - Present
ING Financial Partners 2004 - 2011
Skills
Life Insurance, Retirement, Series 7, Retirement Planning, Fixed Annuities, 401k Rollovers, Roth IRA, Disability Insurance, Investment Strategies, Wealth Accumulation, IRAs, Uniform Combined State..., Insurance, FINRA, Securities, Finance, Series 66, Investment Banking, Personal Financial..., Traditional IRA, Wealth Management, Risk Management, Retirement Income..., Estate Planning, Financial Planning, Financial Services
Education
The University of Georgia
Allstate Financial Services, LLC 2012 - Present
ING Financial Partners 2004 - 2011
Skills
Life Insurance, Retirement, Series 7, Retirement Planning, Fixed Annuities, 401k Rollovers, Roth IRA, Disability Insurance, Investment Strategies, Wealth Accumulation, IRAs, Uniform Combined State..., Insurance, FINRA, Securities, Finance, Series 66, Investment Banking, Personal Financial..., Traditional IRA, Wealth Management, Risk Management, Retirement Income..., Estate Planning, Financial Planning, Financial Services
Education
The University of Georgia
Robert C Miller Robert C Miller's ING Financial Partners Experience April 2012 - Present
Job Financial Advisor at VOYA
Industry Financial Services
Experience
VOYA Financial Advisors September 2014 - Present
ING Financial Partners April 2012 - Present
ING Financial Partners April 2012 - Present
VALIC 1996 - 2012
Skills
IRAs, 401k, Roth IRA, Retirement, 401k Rollovers, Insurance, Finance, Financial Goals, Financial Planning, Fixed Annuities, Investments, Life Insurance, Wealth Management, Customer Service
Education
Belleville West High School
Southern Illinois University, Edwardsville
Bachelor of Business Administration (BBA), Finance, General
VOYA Financial Advisors September 2014 - Present
ING Financial Partners April 2012 - Present
ING Financial Partners April 2012 - Present
VALIC 1996 - 2012
Skills
IRAs, 401k, Roth IRA, Retirement, 401k Rollovers, Insurance, Finance, Financial Goals, Financial Planning, Fixed Annuities, Investments, Life Insurance, Wealth Management, Customer Service
Education
Belleville West High School
Southern Illinois University, Edwardsville
Bachelor of Business Administration (BBA), Finance, General
Brad Tinnin CFP® Brad Tinnin CFP®'s ING Financial Partners Experience January 2001 - October 2004
Job CERTIFIED FINANCIAL PLANNER™ and President at Prudent Investor Services Inc.
Industry Investment Management
Experience
Prudent Investor Services Inc. October 2004 - Present
Prudent Investor Services Inc. October 2004 - Present
ING Financial Partners January 2001 - October 2004
Skills
Financial Goals, Strategic Financial..., Investments, Securities, Financial Advisory, 401k, Investment Management, Finance, Financial Services, Life Insurance, Mutual Funds, FINRA, Estate Planning, Fixed Annuities, Long-term Care, Personal Finance
Education
Southern Illinois University, Edwardsville
Bachelors, Finance
Prudent Investor Services Inc. October 2004 - Present
Prudent Investor Services Inc. October 2004 - Present
ING Financial Partners January 2001 - October 2004
Skills
Financial Goals, Strategic Financial..., Investments, Securities, Financial Advisory, 401k, Investment Management, Finance, Financial Services, Life Insurance, Mutual Funds, FINRA, Estate Planning, Fixed Annuities, Long-term Care, Personal Finance
Education
Southern Illinois University, Edwardsville
Bachelors, Finance
Nien Hoang Nien Hoang's ING Financial Partners Experience January 2012 - September 2014
Job AVP with Merrill Lynch & Bank of America
Industry Financial Services
Experience
Merrill Lynch October 2014 - Present
ING Financial Partners January 2012 - September 2014
Helping Link January 2011 - September 2012
AXA Advisors May 2010 - January 2012
Seattle University January 2006 - June 2010
Education
Bellarmine
Seattle University
Bachelor of Arts, Business Administration; Marketing
Merrill Lynch October 2014 - Present
ING Financial Partners January 2012 - September 2014
Helping Link January 2011 - September 2012
AXA Advisors May 2010 - January 2012
Seattle University January 2006 - June 2010
Education
Bellarmine
Seattle University
Bachelor of Arts, Business Administration; Marketing
Glenn Williams Jr Glenn Williams Jr's ING Financial Partners Experience January 2009 - September 2009
Job Equity Research Analyst Energy at National Securities
Industry Investment Banking
Experience
National Securities July 2014 - Present
Casimir Capital December 2013 - June 2014
Sidoti & Company, LLC April 2012 - December 2013
First Genesis Financial Group September 2009 - April 2012
ING Financial Partners January 2009 - September 2009
Foundation Investments Group LLC January 2005 - September 2009
Merck & Company November 1999 - January 2009
Skills
Series 7, Securities, Hedge Funds, Alternative Investments, Asset Allocation, Equities, Portfolio Management, Asset Managment, Investments, Investment Advisory, Capital Markets, Mutual Funds, Valuation, Investment Strategies, Financial Modeling
Education
Temple University - Fox School of Business and Management 1998 — 2000
MBA, Finance
Penn State University 1993 — 1997
B.S., Real Estate, Economics
Central High School 1989 — 1993
National Securities July 2014 - Present
Casimir Capital December 2013 - June 2014
Sidoti & Company, LLC April 2012 - December 2013
First Genesis Financial Group September 2009 - April 2012
ING Financial Partners January 2009 - September 2009
Foundation Investments Group LLC January 2005 - September 2009
Merck & Company November 1999 - January 2009
Skills
Series 7, Securities, Hedge Funds, Alternative Investments, Asset Allocation, Equities, Portfolio Management, Asset Managment, Investments, Investment Advisory, Capital Markets, Mutual Funds, Valuation, Investment Strategies, Financial Modeling
Education
Temple University - Fox School of Business and Management 1998 — 2000
MBA, Finance
Penn State University 1993 — 1997
B.S., Real Estate, Economics
Central High School 1989 — 1993
Jonathan Heberlig's ING Financial Partners Experience May 2012 - July 2013
Job Associate, Global Mobility Services at KPMG
Industry Human Resources
Experience
KPMG August 2013 - Present
ING Financial Partners May 2012 - July 2013
Temple University Fox School of Business- Honors Program January 2009 - May 2012
KPMG June 2011 - August 2011
Whisk and Spoon, LLC September 2010 - January 2011
Armani Exchange October 2009 - January 2010
Gloria Jean's Coffee August 2007 - January 2010
Skills
Microsoft Excel, Market Research, Microsoft Office, PowerPoint, Access, Event Planning, Microsoft Word, Public Speaking, Global Mobility, Payroll Administration, International Tax, Tax
Education
Temple University - Fox School of Business and Management 2008 — 2012
BBA, Marketing, Human Resource Management
KPMG August 2013 - Present
ING Financial Partners May 2012 - July 2013
Temple University Fox School of Business- Honors Program January 2009 - May 2012
KPMG June 2011 - August 2011
Whisk and Spoon, LLC September 2010 - January 2011
Armani Exchange October 2009 - January 2010
Gloria Jean's Coffee August 2007 - January 2010
Skills
Microsoft Excel, Market Research, Microsoft Office, PowerPoint, Access, Event Planning, Microsoft Word, Public Speaking, Global Mobility, Payroll Administration, International Tax, Tax
Education
Temple University - Fox School of Business and Management 2008 — 2012
BBA, Marketing, Human Resource Management
Allison Raymunt Allison Raymunt's ING Financial Partners Experience September 2006 - February 2011
Job Owner of Al's Pals Pet Care, LLC
Industry Consumer Services
Experience
Al's Pals Pet Care, LLC February 2011 - Present
ING Financial Partners September 2006 - February 2011
ING May 2005 - September 2006
ING April 2001 - March 2004
Skills
Customer Satisfaction, Sales, Customer Service, Social Media, Training, New Business Development, Marketing, Event Planning, Small Business, Microsoft Office, Pet Sitting, Dog Walking, Dogs, Public Relations, Time Management, Management, Microsoft Excel, PowerPoint, Microsoft Word, Social Media Marketing, Leadership, Entrepreneurship, Team Building, Marketing Strategy, Social Networking, Event Management, Email Marketing, Budgets, Advertising, Strategic Planning, WordPress, Events Organisation, SEO, Google+
Education
Post University 1997 — 2000
Bachelor of Science, Management
Sacred Heart University 1995 — 1997
Business Administration
Al's Pals Pet Care, LLC February 2011 - Present
ING Financial Partners September 2006 - February 2011
ING May 2005 - September 2006
ING April 2001 - March 2004
Skills
Customer Satisfaction, Sales, Customer Service, Social Media, Training, New Business Development, Marketing, Event Planning, Small Business, Microsoft Office, Pet Sitting, Dog Walking, Dogs, Public Relations, Time Management, Management, Microsoft Excel, PowerPoint, Microsoft Word, Social Media Marketing, Leadership, Entrepreneurship, Team Building, Marketing Strategy, Social Networking, Event Management, Email Marketing, Budgets, Advertising, Strategic Planning, WordPress, Events Organisation, SEO, Google+
Education
Post University 1997 — 2000
Bachelor of Science, Management
Sacred Heart University 1995 — 1997
Business Administration
Daniel Morse's ING Financial Partners Experience June 2007 - August 2011
Job Envisioning sustainability in health, business, and life.
Industry Information Technology and Services
Experience
Delix Organic May 2014 - Present
Vesta Compliance Solutions, LLC May 2012 - Present
Gotham Technology Group July 2014 - April 2015
ING Financial Partners June 2007 - August 2011
Skills
Smoothies, Microsoft Office, Customer Relations, Information Technology, Marketing Strategy, Systems Analysis, Banking, Financial Risk, Customer Satisfaction, Solutions Marketing, Sales, Microsoft Excel, Social Psychology, Cognitive Psychology, Cold Calling, PowerPoint, Marketing, Microsoft Word, Customer Service
Education
Rutgers, The State University of New Jersey-New Brunswick 2009 — 2013
Bachelor of Arts (B.A.), Psychology
RHS
Delix Organic May 2014 - Present
Vesta Compliance Solutions, LLC May 2012 - Present
Gotham Technology Group July 2014 - April 2015
ING Financial Partners June 2007 - August 2011
Skills
Smoothies, Microsoft Office, Customer Relations, Information Technology, Marketing Strategy, Systems Analysis, Banking, Financial Risk, Customer Satisfaction, Solutions Marketing, Sales, Microsoft Excel, Social Psychology, Cognitive Psychology, Cold Calling, PowerPoint, Marketing, Microsoft Word, Customer Service
Education
Rutgers, The State University of New Jersey-New Brunswick 2009 — 2013
Bachelor of Arts (B.A.), Psychology
RHS
Vasiliki Gouvakis Vasiliki Gouvakis's ING Financial Partners Experience September 2011 - October 2012
Job Brokerage Services at SEI
Industry Financial Services
Experience
SEI April 2015 - Present
SEI July 2014 - April 2015
TD October 2012 - July 2014
ING Financial Partners September 2011 - October 2012
Skills
Finance, Investments, Loans, Mortgage Lending, Financial Analysis, Series 7, Financial Planning, Sales, Financial Services, Portfolio Management, Asset Management, Banking, Management, Mutual Funds, Wealth Management, Retirement Planning
Education
Temple University - Fox School of Business and Management 2009 — 2011
Finance and Accounting, GPA 3.61
SEI April 2015 - Present
SEI July 2014 - April 2015
TD October 2012 - July 2014
ING Financial Partners September 2011 - October 2012
Skills
Finance, Investments, Loans, Mortgage Lending, Financial Analysis, Series 7, Financial Planning, Sales, Financial Services, Portfolio Management, Asset Management, Banking, Management, Mutual Funds, Wealth Management, Retirement Planning
Education
Temple University - Fox School of Business and Management 2009 — 2011
Finance and Accounting, GPA 3.61
Charles Worden, CFA's ING Financial Partners Experience September 2009 - January 2010
Job Business Analyst Portfolio Analytics at HarbourVest Partners
Industry Financial Services
Experience
HarbourVest Partners June 2014 - Present
Brown Brothers Harriman February 2011 - May 2014
ING Financial Partners September 2009 - January 2010
Titan Worldwide May 2008 - October 2009
Skills
Accounting, Financial Analysis, Finance, Financial Reporting, Microsoft Excel, Investments, Access, PowerPoint, Strategic Financial..., Forecasting, Risk Management, Portfolio Management, Microsoft Word, Economics, Research, Microsoft Office, Customer Service, Outlook, Project Management, Lotus Notes, Private Equity, Business Analysis
Education
Pace University - Lubin School of Business 2007 — 2009
BBA, Finance
Western Connecticut State University
HarbourVest Partners June 2014 - Present
Brown Brothers Harriman February 2011 - May 2014
ING Financial Partners September 2009 - January 2010
Titan Worldwide May 2008 - October 2009
Skills
Accounting, Financial Analysis, Finance, Financial Reporting, Microsoft Excel, Investments, Access, PowerPoint, Strategic Financial..., Forecasting, Risk Management, Portfolio Management, Microsoft Word, Economics, Research, Microsoft Office, Customer Service, Outlook, Project Management, Lotus Notes, Private Equity, Business Analysis
Education
Pace University - Lubin School of Business 2007 — 2009
BBA, Finance
Western Connecticut State University
Steven Fernandez's ING Financial Partners Experience June 2013 - October 2014
Job Financial Advisor at Mcadam Financial Group
Industry Marketing and Advertising
Experience
McAdam Financially Advanced™ June 2013 - Present
ING Financial Partners June 2013 - October 2014
Education
The College of New Jersey 2008 — 2012
Bachelor of Science (B.S.), Marketing and Finance
McAdam Financially Advanced™ June 2013 - Present
ING Financial Partners June 2013 - October 2014
Education
The College of New Jersey 2008 — 2012
Bachelor of Science (B.S.), Marketing and Finance
Nick Kompara's ING Financial Partners Experience May 2007 - December 2010
Job Commercial Sales Executive at Humana
Industry Insurance
Experience
Humana April 2014 - Present
Humana July 2012 - Present
Parker + Lynch March 2011 - August 2012
ING Financial Partners May 2007 - December 2010
Skills
Brokers, Disability Insurance, Employee Benefits, Finance, Financial Services, Fixed Annuities, Insurance, Leadership, Mutual Funds, Recruiting, Sales, Small Business, Strategic Planning, Talent Management, Financial Analysis
Education
Palm Beach Atlantic University 2003 — 2007
Bachelors, Business Management
Humana April 2014 - Present
Humana July 2012 - Present
Parker + Lynch March 2011 - August 2012
ING Financial Partners May 2007 - December 2010
Skills
Brokers, Disability Insurance, Employee Benefits, Finance, Financial Services, Fixed Annuities, Insurance, Leadership, Mutual Funds, Recruiting, Sales, Small Business, Strategic Planning, Talent Management, Financial Analysis
Education
Palm Beach Atlantic University 2003 — 2007
Bachelors, Business Management
Kasi Boyles Kasi Boyles's ING Financial Partners Experience September 2011 - March 2014
Job Regional Vice President at Voya Financial Advisors
Industry Financial Services
Experience
Voya Financial Advisors April 2014 - Present
ING Financial Partners September 2011 - March 2014
ING Financial Partners July 2010 - September 2011
ING Financial Advisors December 2006 - July 2010
Wachovia Securities Financial Network August 2005 - December 2006
Pinellas County Schools July 2002 - June 2005
Education
University of South Florida 1999 — 2002
Bachelor's, Education
Salisbury University 1997 — 1999
Education
Washington High School 1994 — 1997
Voya Financial Advisors April 2014 - Present
ING Financial Partners September 2011 - March 2014
ING Financial Partners July 2010 - September 2011
ING Financial Advisors December 2006 - July 2010
Wachovia Securities Financial Network August 2005 - December 2006
Pinellas County Schools July 2002 - June 2005
Education
University of South Florida 1999 — 2002
Bachelor's, Education
Salisbury University 1997 — 1999
Education
Washington High School 1994 — 1997
Bredawn Riley Bredawn Riley's ING Financial Partners Experience March 2008 - Present
Job Registered Representative at ING Financial Partners
Industry Financial Services
Experience
ING Financial Partners March 2008 - Present
Wells Fargo Advisors 2007 - 2008
TD Ameritrade 2006 - 2007
TD Ameritrade 2006 - 2007
Education
San Diego State University-California State University
Bachelor of Business Administration (BBA)
ING Financial Partners March 2008 - Present
Wells Fargo Advisors 2007 - 2008
TD Ameritrade 2006 - 2007
TD Ameritrade 2006 - 2007
Education
San Diego State University-California State University
Bachelor of Business Administration (BBA)
Isaac Gritz Isaac Gritz's ING Financial Partners Experience May 2014 - August 2014
Job Program Coordinator at F. David Fowler Career Center
Industry Management Consulting
Experience
F. David Fowler Career Center August 2015 - Present
Capco May 2015 - August 2015
Institute For International Economic Policy August 2014 - May 2015
ING Financial Partners May 2014 - August 2014
Kim & Wright, P.C. May 2014 - August 2014
Genetic Alliance September 2013 - May 2014
DG Homes June 2013 - August 2013
DAY Vision Marketing, Inc. June 2012 - August 2013
Wireless Zone - Verizon Wireless Premium Retailer June 2010 - August 2012
Skills
Strategy, R, Analytics, SEO, Project Management, Tableau, Personal Financial..., Sales, Client Relations, Python, Marketing, Photoshop, Web Design, Social Media Marketing, Email Marketing, Financial Analysis, Online Marketing, Management Consulting, SAS, Stata, Strategic Financial..., JMP, Innotas, PeopleSoft, Data Mining, Graphic Design, Competitive Intelligence, Monte Carlo Simulation, Competitive Analysis, Business Intelligence..., Investment Management, Forensic Accounting, Life Insurance, Content Strategy, CRM, Money Guide Pro, Morningstar, Lead Generation, Microsoft Visio
Education
The George Washington University 2013 — 2016
Bachelor of Business Administration (BBA), Finance and Business Analytics, Junior
F. David Fowler Career Center August 2015 - Present
Capco May 2015 - August 2015
Institute For International Economic Policy August 2014 - May 2015
ING Financial Partners May 2014 - August 2014
Kim & Wright, P.C. May 2014 - August 2014
Genetic Alliance September 2013 - May 2014
DG Homes June 2013 - August 2013
DAY Vision Marketing, Inc. June 2012 - August 2013
Wireless Zone - Verizon Wireless Premium Retailer June 2010 - August 2012
Skills
Strategy, R, Analytics, SEO, Project Management, Tableau, Personal Financial..., Sales, Client Relations, Python, Marketing, Photoshop, Web Design, Social Media Marketing, Email Marketing, Financial Analysis, Online Marketing, Management Consulting, SAS, Stata, Strategic Financial..., JMP, Innotas, PeopleSoft, Data Mining, Graphic Design, Competitive Intelligence, Monte Carlo Simulation, Competitive Analysis, Business Intelligence..., Investment Management, Forensic Accounting, Life Insurance, Content Strategy, CRM, Money Guide Pro, Morningstar, Lead Generation, Microsoft Visio
Education
The George Washington University 2013 — 2016
Bachelor of Business Administration (BBA), Finance and Business Analytics, Junior
Courtney Behar Courtney Behar's ING Financial Partners Experience May 2010 - October 2012
Job Internal Consultant at Delaware Investments, a member of the Macquarie Group
Industry Financial Services
Experience
Delaware Investments, a member of the Macquarie Group April 2014 - Present
1847 Financial November 2012 - January 2014
ING Financial Partners May 2010 - October 2012
Lincoln Financial Advisors September 2009 - December 2009
Skills
Series 66, Series 7
Education
Temple University - Fox School of Business and Management
Bachelor of Business Administration (B.B.A.), Real Estate, Finance
Moore College of Art 2004 — 2014
Continuing Education Program
The Baldwin School
Delaware Investments, a member of the Macquarie Group April 2014 - Present
1847 Financial November 2012 - January 2014
ING Financial Partners May 2010 - October 2012
Lincoln Financial Advisors September 2009 - December 2009
Skills
Series 66, Series 7
Education
Temple University - Fox School of Business and Management
Bachelor of Business Administration (B.B.A.), Real Estate, Finance
Moore College of Art 2004 — 2014
Continuing Education Program
The Baldwin School
Alexia Hatzipapafotiou's ING Financial Partners Experience January 2010 - April 2010
Job Assistant Vice President, Fund of Hedge Fund Custody at BNP Paribas Securities Services
Industry Financial Services
Experience
BNP Paribas Securities Services March 2015 - Present
BNP Paribas Securities Services July 2011 - February 2015
Liberty Personnel November 2010 - June 2011
ING Financial Partners January 2010 - April 2010
Skills
Investments, Financial Analysis, Finance, Financial Services, Recruiting, Microsoft Excel, Hedge Funds
Education
Saint Joseph's University - Erivan K. Haub School of Business 2007 — 2011
Finance
BNP Paribas Securities Services March 2015 - Present
BNP Paribas Securities Services July 2011 - February 2015
Liberty Personnel November 2010 - June 2011
ING Financial Partners January 2010 - April 2010
Skills
Investments, Financial Analysis, Finance, Financial Services, Recruiting, Microsoft Excel, Hedge Funds
Education
Saint Joseph's University - Erivan K. Haub School of Business 2007 — 2011
Finance
Owen Gerard, CFA's ING Financial Partners Experience December 2012 - January 2014
Job Financial Analyst at Public Financial Management
Industry Financial Services
Experience
Public Financial Management, Inc. January 2014 - Present
ING Financial Partners December 2012 - January 2014
Cambridge Investment Research December 2011 - January 2013
Skills
Investments, Management, Wealth Management, Financial Advisory, Finance, Portfolio Management, Trading, Strategic Financial..., Retirement Planning, Mutual Funds, Financial Analysis
Education
University of Iowa 2010 — 2011
BBA, Finance
St. Ambrose University 2008 — 2010
Public Financial Management, Inc. January 2014 - Present
ING Financial Partners December 2012 - January 2014
Cambridge Investment Research December 2011 - January 2013
Skills
Investments, Management, Wealth Management, Financial Advisory, Finance, Portfolio Management, Trading, Strategic Financial..., Retirement Planning, Mutual Funds, Financial Analysis
Education
University of Iowa 2010 — 2011
BBA, Finance
St. Ambrose University 2008 — 2010
Yujie(Chelsea) Zhu Yujie(Chelsea) Zhu's ING Financial Partners Experience April 2012 - September 2012
Job Accounting Professional
Industry Accounting
Experience
Advance Tax and Bookkeeping Service, Inc. October 2012 - Present
ING Financial Partners April 2012 - September 2012
Bank of Communications January 2010 - September 2010
Skills
Financial Modeling, Data Analysis, VBA, Microsoft Office, DCF Valuation, Financial Statement..., Strategic Financial..., Investment Banking, General Ledger, Accounting
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2011 — 2012
Master of Science (M.S.), Applied Finance
Advance Tax and Bookkeeping Service, Inc. October 2012 - Present
ING Financial Partners April 2012 - September 2012
Bank of Communications January 2010 - September 2010
Skills
Financial Modeling, Data Analysis, VBA, Microsoft Office, DCF Valuation, Financial Statement..., Strategic Financial..., Investment Banking, General Ledger, Accounting
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2011 — 2012
Master of Science (M.S.), Applied Finance
Evan Scott Evan Scott's ING Financial Partners Experience 2013 - July 2014
Job Investment Consultant at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade July 2014 - Present
ING Financial Partners 2013 - July 2014
Strauss Financial Group 2011 - 2013
Skills
Series 7, Series 63, Series 65
Education
The George Washington University 2005 — 2008
Bachelor of Arts (BA), Political Science and Government
TD Ameritrade July 2014 - Present
ING Financial Partners 2013 - July 2014
Strauss Financial Group 2011 - 2013
Skills
Series 7, Series 63, Series 65
Education
The George Washington University 2005 — 2008
Bachelor of Arts (BA), Political Science and Government
Frederick E. Treff Frederick E. Treff's ING Financial Partners Experience May 2009 - October 2013
Job Investment Advisor Representative at Cambridge Investment Research Advisors, Inc.
Industry Financial Services
Experience
Generations Wealth Advisors, LLC. March 2011 - Present
Cambridge Investment Research Advisors, Inc. November 2013 - Present
ING Financial Partners May 2009 - October 2013
Skills
Wealth Management, Investment Strategies, Portfolio Management, Strategic Financial..., Retirement Planning, Investment Advisory, Asset Management, Mutual Funds, Asset Allocation, Securities, Fixed Annuities, Alternative Investments, Financial Advisory, 401k, IRAs, Series 7, Series 63, Series 65
Education
The George Washington University 1970 — 1973
Economics
Oceanside Senior High School, Oceanside, NY 1967 — 1970
New Yok State Regents Diploma
Generations Wealth Advisors, LLC. March 2011 - Present
Cambridge Investment Research Advisors, Inc. November 2013 - Present
ING Financial Partners May 2009 - October 2013
Skills
Wealth Management, Investment Strategies, Portfolio Management, Strategic Financial..., Retirement Planning, Investment Advisory, Asset Management, Mutual Funds, Asset Allocation, Securities, Fixed Annuities, Alternative Investments, Financial Advisory, 401k, IRAs, Series 7, Series 63, Series 65
Education
The George Washington University 1970 — 1973
Economics
Oceanside Senior High School, Oceanside, NY 1967 — 1970
New Yok State Regents Diploma
Patrick Chirchirillo Patrick Chirchirillo's ING Financial Partners Experience February 2013 - October 2013
Job Financial Advisor for Executives, Inheritances and Businesses > $10 MM Revenue | District Manager at McAdam
Industry Financial Services
Experience
McAdam Financially Advanced™ August 2014 - Present
Voya Financial October 2013 - October 2014
ING Financial Partners February 2013 - October 2013
ING Financial Partners May 2012 - February 2013
Skills
Investments, Sales, Retirement Planning, Leadership, Financial Analysis, Financial Modeling, Strategic Financial..., Management, Customer Service, Portfolio Management, Social Media, Insurance, Strategy, 401k, Entrepreneurship, Recruiting, Multi-generational..., Wealth Transfer, Inheritance Tax Planning, Financial Planning
Education
The College of New Jersey
Bachelor's Degree, Finance
McAdam Financially Advanced™ August 2014 - Present
Voya Financial October 2013 - October 2014
ING Financial Partners February 2013 - October 2013
ING Financial Partners May 2012 - February 2013
Skills
Investments, Sales, Retirement Planning, Leadership, Financial Analysis, Financial Modeling, Strategic Financial..., Management, Customer Service, Portfolio Management, Social Media, Insurance, Strategy, 401k, Entrepreneurship, Recruiting, Multi-generational..., Wealth Transfer, Inheritance Tax Planning, Financial Planning
Education
The College of New Jersey
Bachelor's Degree, Finance
Mary Cromleigh's ING Financial Partners Experience 2009 - 2012
Job Vice President, MSG Business Governance
Industry Financial Services
Experience
Merrill Lynch June 2015 - Present
Morgan Stanley October 2013 - Present
Morgan Stanley March 2012 - October 2013
ING Financial Partners 2009 - 2012
Skills
Series 7, Series 63, Asset Allocation, Series 65, Series 24, Life Insurance, Mutual Funds, Variable Annuities, Indexed Annuities, Fixed Income
Education
Saint Joseph's University 2013 — 2016
Masters of Business Administration, Finance
Bloomsburg University of Pennsylvania 2005 — 2009
Bachelor of Business Administration (B.B.A.), Finance
Merrill Lynch June 2015 - Present
Morgan Stanley October 2013 - Present
Morgan Stanley March 2012 - October 2013
ING Financial Partners 2009 - 2012
Skills
Series 7, Series 63, Asset Allocation, Series 65, Series 24, Life Insurance, Mutual Funds, Variable Annuities, Indexed Annuities, Fixed Income
Education
Saint Joseph's University 2013 — 2016
Masters of Business Administration, Finance
Bloomsburg University of Pennsylvania 2005 — 2009
Bachelor of Business Administration (B.B.A.), Finance
Bob Protesto, CRPC's ING Financial Partners Experience September 2008 - January 2014
Job Financial Advisor at Haddon Planning Group
Industry Financial Services
Experience
Haddon Planning Group September 2014 - Present
PNC Investments January 2014 - September 2014
ING Financial Partners September 2008 - January 2014
Education
Temple University 2004 — 2008
BS, Mathematics
St. Joseph's Preparatory School 2000 — 2004
Haddon Planning Group September 2014 - Present
PNC Investments January 2014 - September 2014
ING Financial Partners September 2008 - January 2014
Education
Temple University 2004 — 2008
BS, Mathematics
St. Joseph's Preparatory School 2000 — 2004
Victoria Babin Victoria Babin's ING Financial Partners Experience May 2014 - August 2014
Job Systems Technician at Oasis Systems
Industry Defense & Space
Experience
Oasis Systems August 2014 - Present
ING Financial Partners May 2014 - August 2014
Governmental and Nonprofit Assistance Center August 2013 - May 2014
Skills
Microsoft Word, Financial Reporting, Accounting, Microsoft Office, PowerPoint, Outlook, Customer Service, Microsoft Excel, Budgets, Accounts Payable, Accounts Receivable, Account Reconciliation, Research, Payroll, Bookkeeping, English, Financial Accounting, SharePoint..., Time Management
Education
Radford University - College of Business and Economics 2010 — 2014
Bachelor of Business Administration (BBA), Accounting
Oasis Systems August 2014 - Present
ING Financial Partners May 2014 - August 2014
Governmental and Nonprofit Assistance Center August 2013 - May 2014
Skills
Microsoft Word, Financial Reporting, Accounting, Microsoft Office, PowerPoint, Outlook, Customer Service, Microsoft Excel, Budgets, Accounts Payable, Accounts Receivable, Account Reconciliation, Research, Payroll, Bookkeeping, English, Financial Accounting, SharePoint..., Time Management
Education
Radford University - College of Business and Economics 2010 — 2014
Bachelor of Business Administration (BBA), Accounting
Marcus Minsky's ING Financial Partners Experience July 2012 - July 2013
Job Associate Wealth Management Advisor at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual January 2015 - Present
PNC July 2013 - December 2014
ING Financial Partners July 2012 - July 2013
ADP January 2011 - May 2012
Skills
Cold Calling, Customer Service, Account Management, Sales
Education
Shippensburg University of Pennsylvania 2005 — 2009
Finance
Northwestern Mutual January 2015 - Present
PNC July 2013 - December 2014
ING Financial Partners July 2012 - July 2013
ADP January 2011 - May 2012
Skills
Cold Calling, Customer Service, Account Management, Sales
Education
Shippensburg University of Pennsylvania 2005 — 2009
Finance
Oscar Paez Oscar Paez's ING Financial Partners Experience 2007 - 2009
Job
Industry Financial Services
Experience
ING Financial Partners 2007 - 2009
Diverse Wall Street Firms 2003 - 2007
Skills
Alternative Investments, Securities, Financial Modeling, Risk Management, New Business Development, Corporate Governance, Strategic Planning, Business Planning, Business Strategy, Negotiation, Sales Management, Project Management, Marketing Strategy, Business Development, Contract Negotiation, Marketing, Team Leadership, Investments, Leadership, Life Insurance, IRAs, Strategy, Management, Portfolio Management, Finance, Entrepreneurship, Insurance, Financial Analysis, Financial Markets
Education
Kona University 2012 — 2012
Master's NLP, Hypnosis & MER, Neuro Linguistic Programming, Hypnosis & Mental Emotional Release Techniques, The Accelerated NLP Master Practitioner Certification
Rice University 2010 — 2010
ESL, English as a Second Language
UNAB 1996 — 2002
BS Financial Engineer, Financial Engineering, Financial Engineer
LADDO International College 1995 — 1995
ESL, English
ING Financial Partners 2007 - 2009
Diverse Wall Street Firms 2003 - 2007
Skills
Alternative Investments, Securities, Financial Modeling, Risk Management, New Business Development, Corporate Governance, Strategic Planning, Business Planning, Business Strategy, Negotiation, Sales Management, Project Management, Marketing Strategy, Business Development, Contract Negotiation, Marketing, Team Leadership, Investments, Leadership, Life Insurance, IRAs, Strategy, Management, Portfolio Management, Finance, Entrepreneurship, Insurance, Financial Analysis, Financial Markets
Education
Kona University 2012 — 2012
Master's NLP, Hypnosis & MER, Neuro Linguistic Programming, Hypnosis & Mental Emotional Release Techniques, The Accelerated NLP Master Practitioner Certification
Rice University 2010 — 2010
ESL, English as a Second Language
UNAB 1996 — 2002
BS Financial Engineer, Financial Engineering, Financial Engineer
LADDO International College 1995 — 1995
ESL, English
Timothy Benner Timothy Benner's ING Financial Partners Experience January 2000 - September 2014
Job Investment Adviser Representative at Voya Financial Advisors
Industry Financial Services
Experience
Voya Financial Advisors September 2014 - Present
ING Financial Partners January 2000 - September 2014
Keystone Filler Golf League 2012 - 2012
MetLife August 1995 - October 1999
Claster's Building Materials January 1986 - June 1995
Skills
Thanks for posting, but...
Education
Penn State University 1980 — 1984
Bachelor of Arts (B.A.), Labor and Industrial Relations
Lewistown Area High School 1976 — 1980
Voya Financial Advisors September 2014 - Present
ING Financial Partners January 2000 - September 2014
Keystone Filler Golf League 2012 - 2012
MetLife August 1995 - October 1999
Claster's Building Materials January 1986 - June 1995
Skills
Thanks for posting, but...
Education
Penn State University 1980 — 1984
Bachelor of Arts (B.A.), Labor and Industrial Relations
Lewistown Area High School 1976 — 1980
Gerald Mannion Gerald Mannion's ING Financial Partners Experience 2009 - 2011
Job Team Leader, Consulting Group Senior Product Specialist at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley April 2012 - Present
ING Financial Partners 2009 - 2011
Education
Saint Joseph's University 2005 — 2009
Morgan Stanley April 2012 - Present
ING Financial Partners 2009 - 2011
Education
Saint Joseph's University 2005 — 2009
Andrew S. Miller, CRPS Andrew S. Miller, CRPS's ING Financial Partners Experience June 2012 - October 2013
Job Retirement Specialist at Mass Mutual Financial Group
Industry Financial Services
Experience
Mass Mutual Financial Group October 2013 - Present
ING Financial Partners June 2012 - October 2013
ASM Wealth Management, LLC May 2009 - May 2012
UBS Financial Services July 2005 - May 2009
Lehman Brothers January 2001 - July 2005
Skills
Wealth Management, Retirement, Financial Advisory, Retirement Planning, Finance, Asset Allocation, Financial Services, Wealth Management..., Pensions, Wealth, High Net Worth..., Chartered Retirement..., Series 7 General..., Series 63 Uniform..., Series 66 Uniform..., Life, Health, Variable...
Education
The Ohio State University 1989 — 1993
BA Political Science
Bexley High School
Mass Mutual Financial Group October 2013 - Present
ING Financial Partners June 2012 - October 2013
ASM Wealth Management, LLC May 2009 - May 2012
UBS Financial Services July 2005 - May 2009
Lehman Brothers January 2001 - July 2005
Skills
Wealth Management, Retirement, Financial Advisory, Retirement Planning, Finance, Asset Allocation, Financial Services, Wealth Management..., Pensions, Wealth, High Net Worth..., Chartered Retirement..., Series 7 General..., Series 63 Uniform..., Series 66 Uniform..., Life, Health, Variable...
Education
The Ohio State University 1989 — 1993
BA Political Science
Bexley High School
Nicholas Baron Nicholas Baron's ING Financial Partners Experience June 2013 - June 2014
Job SBL Analyst at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase May 2014 - Present
ING Financial Partners June 2013 - June 2014
Design for Functional Interiors May 2007 - August 2009
Youth Professional Training USA July 2008 - July 2009
Skills
Marketing, CAD, Solidworks, Photoshop, Teamwork, PowerPoint, Event Management, Social Media, Leadership, Management, LAH, Series 6, Series 63, Series 65, Accident and Health..., Strategic Financial..., Time Management, business management, Microsoft Word, Microsoft Office, Microsoft Excel, Organization, Customer Service, Finance
Education
Philadelphia University 2009 — 2013
Bachelor of Science, Marketing and Business
Manheim Township High School 2005 — 2009
JPMorgan Chase May 2014 - Present
ING Financial Partners June 2013 - June 2014
Design for Functional Interiors May 2007 - August 2009
Youth Professional Training USA July 2008 - July 2009
Skills
Marketing, CAD, Solidworks, Photoshop, Teamwork, PowerPoint, Event Management, Social Media, Leadership, Management, LAH, Series 6, Series 63, Series 65, Accident and Health..., Strategic Financial..., Time Management, business management, Microsoft Word, Microsoft Office, Microsoft Excel, Organization, Customer Service, Finance
Education
Philadelphia University 2009 — 2013
Bachelor of Science, Marketing and Business
Manheim Township High School 2005 — 2009
Nicole Lauria Nicole Lauria's ING Financial Partners Experience May 2012 - August 2012
Job Collateral Risk Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan May 2013 - Present
ING Financial Partners May 2012 - August 2012
Qual-Tran Products May 2012 - August 2012
Philips Healthcare May 2010 - August 2010
Skills
Financial Analysis, Finance, Private Equity, Investments, Strategic Financial..., Portfolio Management, PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Marketing, Communication, Due Diligence, Financial Modeling, Mergers, Analysis, Equities
Education
Saint Joseph's University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General, Senior
Florence University of the Arts 2011 — 2012
J.P. Morgan May 2013 - Present
ING Financial Partners May 2012 - August 2012
Qual-Tran Products May 2012 - August 2012
Philips Healthcare May 2010 - August 2010
Skills
Financial Analysis, Finance, Private Equity, Investments, Strategic Financial..., Portfolio Management, PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Marketing, Communication, Due Diligence, Financial Modeling, Mergers, Analysis, Equities
Education
Saint Joseph's University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General, Senior
Florence University of the Arts 2011 — 2012
Shane Wachirawutthichai Shane Wachirawutthichai's ING Financial Partners Experience July 2010 - September 2011
Job Graduate Student of Information Management & Information Security and Risk Management certificate candidate
Industry Financial Services
Experience
TEN Strategic Wealth Management September 2011 - Present
ING Financial Partners July 2010 - September 2011
Victory Seafood Inc June 2008 - January 2010
Seattle University September 2006 - June 2008
LargeCast June 2007 - August 2007
Skills
C#, SQL Server, Java, HTML/XML, PHP, MySQL, TCP/IP, Network Administration, Small Business Server..., SharePoint, Visual Studio, Dreamweaver
Education
University of Washington 2010 — 2012
Master of Science in Information Management, Information Security and Risk Management
Seattle University 2004 — 2008
Bachelor of Art in Business Administration, Finance & Information System
Northwest Highschool
St. John's International School
TEN Strategic Wealth Management September 2011 - Present
ING Financial Partners July 2010 - September 2011
Victory Seafood Inc June 2008 - January 2010
Seattle University September 2006 - June 2008
LargeCast June 2007 - August 2007
Skills
C#, SQL Server, Java, HTML/XML, PHP, MySQL, TCP/IP, Network Administration, Small Business Server..., SharePoint, Visual Studio, Dreamweaver
Education
University of Washington 2010 — 2012
Master of Science in Information Management, Information Security and Risk Management
Seattle University 2004 — 2008
Bachelor of Art in Business Administration, Finance & Information System
Northwest Highschool
St. John's International School
Nicholas Burda's ING Financial Partners Experience December 2010 - October 2011
Job Brokerage Investment Professional at Vanguard
Industry Financial Services
Experience
Vanguard October 2013 - Present
Wells Fargo January 2012 - September 2013
ING Financial Partners December 2010 - October 2011
Approved Promotions September 2007 - December 2010
Skills
PowerPoint, Investments, Banking, Financial Analysis, Needs Analysis, Strategic Financial..., Sales Management, Sales Operations, Direct Marketing, Marketing Strategy, Investment Banking, Customer Service, Personal Banking, Business Banking, Credit, Mortgage Lending, Small Business Lending, Consumer Lending, Commercial Lending, Financial Advisory, Small Business..., Series 6, Series 63, Home Equity Loans, Home Equity Lines of..., Mutual Funds, Bonds, Stocks, Financial Services, Series 7, Securities, Asset Allocation, Portfolio Management, 401k, Retirement, ETFs, Asset Management, Wealth Management, Investment Advisory, Microsoft Word, Microsoft Excel, Finance
Education
Temple University - Fox School of Business and Management 2006 — 2010
Bachelor of Business Administration, Finance, International Business Administration
Vanguard October 2013 - Present
Wells Fargo January 2012 - September 2013
ING Financial Partners December 2010 - October 2011
Approved Promotions September 2007 - December 2010
Skills
PowerPoint, Investments, Banking, Financial Analysis, Needs Analysis, Strategic Financial..., Sales Management, Sales Operations, Direct Marketing, Marketing Strategy, Investment Banking, Customer Service, Personal Banking, Business Banking, Credit, Mortgage Lending, Small Business Lending, Consumer Lending, Commercial Lending, Financial Advisory, Small Business..., Series 6, Series 63, Home Equity Loans, Home Equity Lines of..., Mutual Funds, Bonds, Stocks, Financial Services, Series 7, Securities, Asset Allocation, Portfolio Management, 401k, Retirement, ETFs, Asset Management, Wealth Management, Investment Advisory, Microsoft Word, Microsoft Excel, Finance
Education
Temple University - Fox School of Business and Management 2006 — 2010
Bachelor of Business Administration, Finance, International Business Administration
James O'Connell's ING Financial Partners Experience April 2012 - March 2013
Job Accounting & Finance Recruiter at Solomon Page Group
Industry Financial Services
Experience
Solomon Page Group September 2013 - Present
Soho Staffing February 2013 - September 2013
ING Financial Partners April 2012 - March 2013
O'Connell Motors August 2011 - April 2012
Putnam Investments May 2010 - August 2010
Skills
Microsoft Office, Social Media, PowerPoint, Research, Microsoft Excel, Microsoft Word, Investments, Spanish, Financial Analysis, SPSS, Sales, Series 63, Advertising, Finance, Recruiting, Management
Education
Skidmore College 2007 — 2011
BS, Management and Business
Medfield High School 2003 — 2007
Solomon Page Group September 2013 - Present
Soho Staffing February 2013 - September 2013
ING Financial Partners April 2012 - March 2013
O'Connell Motors August 2011 - April 2012
Putnam Investments May 2010 - August 2010
Skills
Microsoft Office, Social Media, PowerPoint, Research, Microsoft Excel, Microsoft Word, Investments, Spanish, Financial Analysis, SPSS, Sales, Series 63, Advertising, Finance, Recruiting, Management
Education
Skidmore College 2007 — 2011
BS, Management and Business
Medfield High School 2003 — 2007
Liesl Huber Liesl Huber's ING Financial Partners Experience May 2011 - December 2011
Job Office Management/Administration
Industry Health, Wellness and Fitness
Experience
Advance Upper Cervical September 2013 - June 2015
Pavese-McCormick Agency, Inc. May 2012 - July 2013
Peak Performance May 2011 - May 2012
ING Financial Partners May 2011 - December 2011
Skills
Microsoft Office, Accounting, Microsoft Excel, Data Entry, Management, Team Building, Microsoft Word, Marketing, Insurance, Customer Service, Event Planning, PowerPoint, Facebook, Social Networking, Public Speaking, Social Media, Leadership
Education
Providence College 2008 — 2012
Bachelor of Arts (B.A.), Global Studies: Business and Economics
Advance Upper Cervical September 2013 - June 2015
Pavese-McCormick Agency, Inc. May 2012 - July 2013
Peak Performance May 2011 - May 2012
ING Financial Partners May 2011 - December 2011
Skills
Microsoft Office, Accounting, Microsoft Excel, Data Entry, Management, Team Building, Microsoft Word, Marketing, Insurance, Customer Service, Event Planning, PowerPoint, Facebook, Social Networking, Public Speaking, Social Media, Leadership
Education
Providence College 2008 — 2012
Bachelor of Arts (B.A.), Global Studies: Business and Economics
Joseph Wald Joseph Wald's ING Financial Partners Experience May 2011 - August 2011
Job Senior Search Marketing Analyst at GoHealth
Industry Financial Services
Experience
GoHealth September 2014 - Present
GoHealth February 2013 - September 2014
Walgreens October 2012 - February 2013
Cedar Interactive October 2011 - February 2013
Starlight Children's Foundation - MIdwest September 2012 - October 2012
Newark Electronics February 2012 - April 2012
ING Financial Partners May 2011 - August 2011
Interior Motives May 2010 - August 2010
Food For Thought Catering May 2009 - August 2009
IATSE May 2008 - August 2008
Skills
Microsoft Office, Financial Planning, Customer Service, Teamwork, Sales, Social Media, Facebook, Networking, Financial Analysis, SEM, Bilingual, Event Planning, Management, Financial Modeling, Finance, Budgets, Windows, Investments, Economics, Omniture, Kenshoo, Google Adwords, Data Analysis, Strategic Financial..., Market Research, Advertising, Training, Analytics, Microsoft Excel, Google Analytics, PPC, Display Advertising, Search, Strategy
Education
University of Illinois at Urbana-Champaign 2009 — 2011
Bachelors of Science, Consumer Economics, Financial Planning, 3.21
University of Illinois at Chicago 2010 — 2010
Finance
Parkland College 2007 — 2009
Transfer, Business Administration, 3.5
Lane Technical College Prep 2003 — 2007
High School Diploma, General Studies, 3.2
GoHealth September 2014 - Present
GoHealth February 2013 - September 2014
Walgreens October 2012 - February 2013
Cedar Interactive October 2011 - February 2013
Starlight Children's Foundation - MIdwest September 2012 - October 2012
Newark Electronics February 2012 - April 2012
ING Financial Partners May 2011 - August 2011
Interior Motives May 2010 - August 2010
Food For Thought Catering May 2009 - August 2009
IATSE May 2008 - August 2008
Skills
Microsoft Office, Financial Planning, Customer Service, Teamwork, Sales, Social Media, Facebook, Networking, Financial Analysis, SEM, Bilingual, Event Planning, Management, Financial Modeling, Finance, Budgets, Windows, Investments, Economics, Omniture, Kenshoo, Google Adwords, Data Analysis, Strategic Financial..., Market Research, Advertising, Training, Analytics, Microsoft Excel, Google Analytics, PPC, Display Advertising, Search, Strategy
Education
University of Illinois at Urbana-Champaign 2009 — 2011
Bachelors of Science, Consumer Economics, Financial Planning, 3.21
University of Illinois at Chicago 2010 — 2010
Finance
Parkland College 2007 — 2009
Transfer, Business Administration, 3.5
Lane Technical College Prep 2003 — 2007
High School Diploma, General Studies, 3.2
William J. Marion William J. Marion's ING Financial Partners Experience 2009 - November 2012
Job OwnerMarion Financial Group, LLC.
Industry Financial Services
Experience
Marion Financial Group, LLC. November 1977 - Present
American General Life June 1977 - Present
Marion Financial Group 1922 - 2015
ING Financial Partners 2009 - November 2012
Skills
Insurance, Fixed Annuities, Retirement Planning, Retirement, Life Insurance, Term Life Insurance, Disability Insurance, Long-term Care, Estate Planning, IRAs, Strategic Financial...
Education
The American College 2000 — 2006
Financial Planning and Services
University of Wyoming 1973 — 1977
B.S., small business adm.
East High School 1970 — 1973
Marion Financial Group, LLC. November 1977 - Present
American General Life June 1977 - Present
Marion Financial Group 1922 - 2015
ING Financial Partners 2009 - November 2012
Skills
Insurance, Fixed Annuities, Retirement Planning, Retirement, Life Insurance, Term Life Insurance, Disability Insurance, Long-term Care, Estate Planning, IRAs, Strategic Financial...
Education
The American College 2000 — 2006
Financial Planning and Services
University of Wyoming 1973 — 1977
B.S., small business adm.
East High School 1970 — 1973
Isaiah Mitchell Isaiah Mitchell's ING Financial Partners Experience February 2013 - September 2013
Job Manager of Insurance
Industry Financial Services
Experience
Independent Financial Group LLC September 2013 - Present
ING Financial Partners February 2013 - September 2013
First Allied Securities, Inc. November 2006 - January 2013
AIG SunAmerica February 2004 - October 2006
WS Griffith Securities, Inc. November 2000 - January 2004
Skills
Series 7, Series 63, Alternative Investments, Wealth Management, Securities, Retirement Planning, Mutual Funds, Investment Strategies, Retirement, Investments, Asset Allocation, Investment Advisory, Motivated self-starter, Financial Advisory, Private Equity, Building Relationships, Financial Planning, Asset Management, Financial Services
Education
San Diego State University-California State University 1996 — 2000
Economics, Economics
Independent Financial Group LLC September 2013 - Present
ING Financial Partners February 2013 - September 2013
First Allied Securities, Inc. November 2006 - January 2013
AIG SunAmerica February 2004 - October 2006
WS Griffith Securities, Inc. November 2000 - January 2004
Skills
Series 7, Series 63, Alternative Investments, Wealth Management, Securities, Retirement Planning, Mutual Funds, Investment Strategies, Retirement, Investments, Asset Allocation, Investment Advisory, Motivated self-starter, Financial Advisory, Private Equity, Building Relationships, Financial Planning, Asset Management, Financial Services
Education
San Diego State University-California State University 1996 — 2000
Economics, Economics
Natalie Priani's ING Financial Partners Experience May 2013 - November 2013
Job Associate at Development Resources, inc.
Industry Financial Services
Experience
Development Resources, inc. February 2014 - Present
ING Financial Partners May 2013 - November 2013
Navigant October 2012 - August 2013
The Jones Group Inc. May 2012 - August 2012
International Trade Administration August 2011 - April 2012
Jumpstart October 2010 - May 2011
Skills
Economics, Financial Analysis, SAS, Data Analysis, SPSS, Eviews, Capital Markets Analysis, Microsoft Excel, Financial Statements, International Economics, Microsoft Office, Economic Development, Consulting, International Trade, Business Strategy, Project Management, Series 7, Series 66, Financial Advisory
Education
The George Washington University 2009 — 2013
Bachelor of Arts (B.A.), Economics
Danbury High School
Development Resources, inc. February 2014 - Present
ING Financial Partners May 2013 - November 2013
Navigant October 2012 - August 2013
The Jones Group Inc. May 2012 - August 2012
International Trade Administration August 2011 - April 2012
Jumpstart October 2010 - May 2011
Skills
Economics, Financial Analysis, SAS, Data Analysis, SPSS, Eviews, Capital Markets Analysis, Microsoft Excel, Financial Statements, International Economics, Microsoft Office, Economic Development, Consulting, International Trade, Business Strategy, Project Management, Series 7, Series 66, Financial Advisory
Education
The George Washington University 2009 — 2013
Bachelor of Arts (B.A.), Economics
Danbury High School
Jeffrey Wesson's ING Financial Partners Experience January 2006 - April 2008
Job Business Development / Sales
Industry Financial Services
Experience
Business Development February 2013 - Present
Citizens Financial Group, Inc. April 2008 - September 2012
ING Financial Partners January 2006 - April 2008
Santander Bank, N.A. January 2004 - January 2006
UBS Wealth Management January 2000 - June 2003
Prudential Financial January 1996 - January 2000
Skills
New Business Development, Direct Sales, Sales Process, Sales Presentations, Sales Management, Financial Planning, Financial Services, Financial Advisory, Banking, Cold Calling, Investments
Education
University of Vermont
Biochemistry and Molecular Biology
The American College 2004 — 2005
Chartered Financial Consultant ChFC, Financial Planning and Services
Business Development February 2013 - Present
Citizens Financial Group, Inc. April 2008 - September 2012
ING Financial Partners January 2006 - April 2008
Santander Bank, N.A. January 2004 - January 2006
UBS Wealth Management January 2000 - June 2003
Prudential Financial January 1996 - January 2000
Skills
New Business Development, Direct Sales, Sales Process, Sales Presentations, Sales Management, Financial Planning, Financial Services, Financial Advisory, Banking, Cold Calling, Investments
Education
University of Vermont
Biochemistry and Molecular Biology
The American College 2004 — 2005
Chartered Financial Consultant ChFC, Financial Planning and Services
Kevin Stych's ING Financial Partners Experience November 1996 - September 2014
Job VP, National Sales Manager at Voya Financial
Industry Financial Services
Experience
Voya Financial September 2014 - Present
ING Financial Partners November 1996 - September 2014
Dreyfus Service Corporation January 1990 - November 1996
Principal Financial Group August 1988 - January 1989
Skills
Series 7, Financial Services, Mutual Funds, Retirement Planning, Series 63, Sales, Retirement, Investments, Fixed Annuities, Securities, Wealth Management, Finance, Strategic Financial..., Investment Advisory, Risk Management, Asset Management, Strategic Planning, 401k, Asset Allocation, Series 6
Education
St. Ambrose University 1986 — 1988
MBA, Business
University of Iowa 1982 — 1986
BBA, Marketing
Voya Financial September 2014 - Present
ING Financial Partners November 1996 - September 2014
Dreyfus Service Corporation January 1990 - November 1996
Principal Financial Group August 1988 - January 1989
Skills
Series 7, Financial Services, Mutual Funds, Retirement Planning, Series 63, Sales, Retirement, Investments, Fixed Annuities, Securities, Wealth Management, Finance, Strategic Financial..., Investment Advisory, Risk Management, Asset Management, Strategic Planning, 401k, Asset Allocation, Series 6
Education
St. Ambrose University 1986 — 1988
MBA, Business
University of Iowa 1982 — 1986
BBA, Marketing
Colby Johnstone's ING Financial Partners Experience June 2008 - July 2009
Job Senior Financial Analyst at Electronic Arts (EA)
Industry Semiconductors
Experience
Electronic Arts (EA) December 2014 - Present
Maxim Integrated November 2012 - December 2014
US Army November 2011 - November 2012
US Army July 2009 - November 2010
ING Financial Partners June 2008 - July 2009
Cascade Engineering Services, Inc. June 2006 - September 2007
Skills
Military, Army, Security Clearance, Military Operations, Operational Planning, Microsoft Office, PowerPoint, Microsoft Excel, Research, DoD, Military Experience, Intelligence Analysis, Project Management, Leadership, Training, Program Management, Analysis, Leadership Development
Education
Santa Clara University 2005 — 2009
BS, Finance, General
Electronic Arts (EA) December 2014 - Present
Maxim Integrated November 2012 - December 2014
US Army November 2011 - November 2012
US Army July 2009 - November 2010
ING Financial Partners June 2008 - July 2009
Cascade Engineering Services, Inc. June 2006 - September 2007
Skills
Military, Army, Security Clearance, Military Operations, Operational Planning, Microsoft Office, PowerPoint, Microsoft Excel, Research, DoD, Military Experience, Intelligence Analysis, Project Management, Leadership, Training, Program Management, Analysis, Leadership Development
Education
Santa Clara University 2005 — 2009
BS, Finance, General
Connie Shaver's ING Financial Partners Experience March 2006 - Present
Job Financial Advisor at ING Financial Advisors
Industry Financial Services
Experience
ING Financial Partners March 2006 - Present
ING Advisors Network March 2006 - Present
AIG Retirement Services March 1996 - March 2006
Education
The University of Texas at Arlington 1975 — 1979
BBA, Business Administration
ING Financial Partners March 2006 - Present
ING Advisors Network March 2006 - Present
AIG Retirement Services March 1996 - March 2006
Education
The University of Texas at Arlington 1975 — 1979
BBA, Business Administration
Dawn Champion's ING Financial Partners Experience 1993 - 1997
Job Documentation Consultant at MassMutual
Industry Financial Services
Experience
The Hartford August 2006 - Present
Hartford Life 2006 - Present
UnitedHealth Group August 2005 - February 2006
UnitedHealth Group April 2003 - April 2005
Cigna Retirement and Investment Services 1997 - 2003
ING Financial Partners 1993 - 1997
Skills
401k, Retirement, Relationship Management
Education
The University of Connecticut School of Business 1986 — 1990
BS
University of Connecticut 1986 — 1990
BS
GMHS
The Hartford August 2006 - Present
Hartford Life 2006 - Present
UnitedHealth Group August 2005 - February 2006
UnitedHealth Group April 2003 - April 2005
Cigna Retirement and Investment Services 1997 - 2003
ING Financial Partners 1993 - 1997
Skills
401k, Retirement, Relationship Management
Education
The University of Connecticut School of Business 1986 — 1990
BS
University of Connecticut 1986 — 1990
BS
GMHS
Shane Wilbanks's ING Financial Partners Experience January 2011 - Present
Job Registered Representative
Industry Financial Services
Experience
ING Financial Partners January 2011 - Present
New York Life/NYLIFE Securities January 2008 - January 2011
Texas Attorney General March 2003 - January 2008
Republican Party of Texas January 2001 - February 2003
Olsen & Shuvalov May 2000 - January 2001
Skills
Public Speaking, Microsoft Excel, Budgets, Customer Service, Negotiation, Microsoft Office, Microsoft Word, Outlook, Sales, Business Analysis, PowerPoint, Analysis, Leadership
Education
The University of Texas at Austin 1997 — 2000
Grapevine High School
ING Financial Partners January 2011 - Present
New York Life/NYLIFE Securities January 2008 - January 2011
Texas Attorney General March 2003 - January 2008
Republican Party of Texas January 2001 - February 2003
Olsen & Shuvalov May 2000 - January 2001
Skills
Public Speaking, Microsoft Excel, Budgets, Customer Service, Negotiation, Microsoft Office, Microsoft Word, Outlook, Sales, Business Analysis, PowerPoint, Analysis, Leadership
Education
The University of Texas at Austin 1997 — 2000
Grapevine High School
Jeff Steiner's ING Financial Partners Experience January 1983 - December 1995
Job Retired
Industry Financial Services
Experience
The University of Akron August 2009 - May 2014
City of Wooster January 2008 - December 2013
Kent State University August 2008 - May 2013
Walsh University January 2009 - May 2009
Briggs Financial Group January 1996 - January 2008
ING Financial Partners January 1983 - December 1995
First Federal Savings & Loan of Wooster January 1976 - February 1982
J. M. Cleminshaw Co. April 1974 - January 1976
Skills
Strategic Financial..., Non-profits, Budgets, Employee Benefits, Insurance, Public Speaking, Leadership, Grant Writing, University Teaching, Lecturing, Higher Education, Program Development, Finance, Leadership Development, Community Outreach, Nonprofits, Financial Planning, Strategic Planning
Education
The American College 1986 — 1988
CLU/ChFC, Insurance and Investments
The University of Akron 1979 — 1984
MBA, Finance
The College of Wooster 1970 — 1974
Bachelor of Arts (BA), Economics
The University of Akron August 2009 - May 2014
City of Wooster January 2008 - December 2013
Kent State University August 2008 - May 2013
Walsh University January 2009 - May 2009
Briggs Financial Group January 1996 - January 2008
ING Financial Partners January 1983 - December 1995
First Federal Savings & Loan of Wooster January 1976 - February 1982
J. M. Cleminshaw Co. April 1974 - January 1976
Skills
Strategic Financial..., Non-profits, Budgets, Employee Benefits, Insurance, Public Speaking, Leadership, Grant Writing, University Teaching, Lecturing, Higher Education, Program Development, Finance, Leadership Development, Community Outreach, Nonprofits, Financial Planning, Strategic Planning
Education
The American College 1986 — 1988
CLU/ChFC, Insurance and Investments
The University of Akron 1979 — 1984
MBA, Finance
The College of Wooster 1970 — 1974
Bachelor of Arts (BA), Economics
Diane Rosenshein's ING Financial Partners Experience 1997 - 2007
Job Financial Services Professional
Industry Financial Services
Experience
Walker, Truesdell, Roth & Associates January 2008 - Present
walker truesdell 1997 - Present
ING 1997 - 2008
ING Financial Services 1997 - 2007
ING financial services 1997 - 2007
ING Financial Partners 1997 - 2007
Drexel Burnham Lambert 1977 - 2006
DBL 1977 - 2006
Drexel Burnham Lambert 1977 - 2006
Drexel Burnham Lambert 1977 - 1996
Education
The College of New Jersey
Walker, Truesdell, Roth & Associates January 2008 - Present
walker truesdell 1997 - Present
ING 1997 - 2008
ING Financial Services 1997 - 2007
ING financial services 1997 - 2007
ING Financial Partners 1997 - 2007
Drexel Burnham Lambert 1977 - 2006
DBL 1977 - 2006
Drexel Burnham Lambert 1977 - 2006
Drexel Burnham Lambert 1977 - 1996
Education
The College of New Jersey
Chris Tortora's ING Financial Partners Experience December 2007 - September 2014
Job Investment Adviser Representative
Industry Financial Services
Experience
Voya Financial Advisors, Inc. September 2014 - Present
ING Financial Partners December 2007 - September 2014
JPMorgan Chase May 2001 - January 2007
US Bancorp Piper Jaffray January 1999 - May 2001
Education
Quinnipiac University 1988 — 1992
Bachelor of Science (BS), Economics
Voya Financial Advisors, Inc. September 2014 - Present
ING Financial Partners December 2007 - September 2014
JPMorgan Chase May 2001 - January 2007
US Bancorp Piper Jaffray January 1999 - May 2001
Education
Quinnipiac University 1988 — 1992
Bachelor of Science (BS), Economics
Gary Bozin's ING Financial Partners Experience January 1999 - February 2014
Job Relationship Manager, Mass Mutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group March 2014 - Present
ING Financial Partners January 1999 - February 2014
ING Financial Partners 1999 - 2010
The Hartford August 1991 - January 1999
Skills
401k, Leadership, Management, Retirement, Sales Operations, Retirement Planning, Series 63, Mutual Funds, Series 6, Series 7, Fixed Annuities, Pensions, Asset Allocation, Investments, Investment Advisory, Wealth Management, Defined Benefit, Securities, Financial Advisory, Series 65, Financial Services, FINRA, Series 24
Education
San Francisco State University, College of Business 1981 — 1984
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
MassMutual Financial Group March 2014 - Present
ING Financial Partners January 1999 - February 2014
ING Financial Partners 1999 - 2010
The Hartford August 1991 - January 1999
Skills
401k, Leadership, Management, Retirement, Sales Operations, Retirement Planning, Series 63, Mutual Funds, Series 6, Series 7, Fixed Annuities, Pensions, Asset Allocation, Investments, Investment Advisory, Wealth Management, Defined Benefit, Securities, Financial Advisory, Series 65, Financial Services, FINRA, Series 24
Education
San Francisco State University, College of Business 1981 — 1984
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
Kim Wedster's ING Financial Partners Experience July 2007 - November 2009
Job Executive Assistant at Valence Health
Industry Information Technology and Services
Experience
Valence Health May 2013 - Present
Flat Out Crazy Restaurant Group September 2012 - April 2013
Maria Lentzou MD, Internal Medicine September 2011 - September 2012
G & L Automotive Inc December 2009 - September 2011
ING Financial Partners July 2007 - November 2009
The Chamberlain Group, Inc February 2001 - November 2006
Skills
Customer Service, Time Management, Microsoft Excel, Administrative..., PowerPoint, Process Scheduler, Employee Training, Accounts Payable, Invoicing, Accounts Receivable, Policy, Writing, Management, Process Improvement, Account Management, Budgets, Team Building, Administrative..., Leadership, Sales, Photography, Proofreading, Purchasing, Financial Analysis, Insurance, Executive..., Executive Calendar..., Meeting Scheduling, Medical Practice..., Medical Records
Education
Olivet Nazarene University
Bachelors of Arts, Social Work, Graduated
Sanford Brown College
Medical Assisting Certificate
Valence Health May 2013 - Present
Flat Out Crazy Restaurant Group September 2012 - April 2013
Maria Lentzou MD, Internal Medicine September 2011 - September 2012
G & L Automotive Inc December 2009 - September 2011
ING Financial Partners July 2007 - November 2009
The Chamberlain Group, Inc February 2001 - November 2006
Skills
Customer Service, Time Management, Microsoft Excel, Administrative..., PowerPoint, Process Scheduler, Employee Training, Accounts Payable, Invoicing, Accounts Receivable, Policy, Writing, Management, Process Improvement, Account Management, Budgets, Team Building, Administrative..., Leadership, Sales, Photography, Proofreading, Purchasing, Financial Analysis, Insurance, Executive..., Executive Calendar..., Meeting Scheduling, Medical Practice..., Medical Records
Education
Olivet Nazarene University
Bachelors of Arts, Social Work, Graduated
Sanford Brown College
Medical Assisting Certificate
Edward Song's ING Financial Partners Experience July 2007 - September 2007
Job Manager, MS Financial Risk Management Program at University of Connecticut
Industry Education Management
Experience
University of Connecticut July 2011 - Present
University of Connecticut December 2010 - July 2011
University of Connecticut April 2009 - December 2010
Connecticut Center for Entrepreneurship & Innovation (CCEI) August 2008 - December 2008
United Health Group June 2008 - August 2008
United Technologies September 2007 - May 2008
ING Financial Partners July 2007 - September 2007
WellPoint January 2007 - May 2007
VAMG LLC February 2001 - March 2005
Education
University of Pennsylvania - The Wharton School 2007 — 2010
Executive Education Program, Finance
The University of Connecticut School of Business 2006 — 2008
MBA, Finance & Management
University of Washington, Michael G. Foster School of Business 2000 — 2005
BA, Business Administration-Marketing
University of Connecticut July 2011 - Present
University of Connecticut December 2010 - July 2011
University of Connecticut April 2009 - December 2010
Connecticut Center for Entrepreneurship & Innovation (CCEI) August 2008 - December 2008
United Health Group June 2008 - August 2008
United Technologies September 2007 - May 2008
ING Financial Partners July 2007 - September 2007
WellPoint January 2007 - May 2007
VAMG LLC February 2001 - March 2005
Education
University of Pennsylvania - The Wharton School 2007 — 2010
Executive Education Program, Finance
The University of Connecticut School of Business 2006 — 2008
MBA, Finance & Management
University of Washington, Michael G. Foster School of Business 2000 — 2005
BA, Business Administration-Marketing
Heather Busse's ING Financial Partners Experience January 2012 - Present
Job Administrative Assistant at ING Financial Partners
Industry Financial Services
Experience
ING Financial Partners January 2012 - Present
YMCA of the Fox Cities 2009 - December 2011
Beagle Insight January 2008 - December 2011
Ascent Document Solutions, LLC 1999 - 2002
Xerox 1997 - 1999
Radisson Resort Scottsdale 1995 - 1996
AMP Incorporated 1993 - 1995
MCI 1991 - 1993
Telecommunications Industry Association 1990 - 1991
Education
Penn State University 1986 — 1990
BA, Political Science/Business Administration
Trumbull High School 1984 — 1986
High School Diploma
Booth Hill School
ING Financial Partners January 2012 - Present
YMCA of the Fox Cities 2009 - December 2011
Beagle Insight January 2008 - December 2011
Ascent Document Solutions, LLC 1999 - 2002
Xerox 1997 - 1999
Radisson Resort Scottsdale 1995 - 1996
AMP Incorporated 1993 - 1995
MCI 1991 - 1993
Telecommunications Industry Association 1990 - 1991
Education
Penn State University 1986 — 1990
BA, Political Science/Business Administration
Trumbull High School 1984 — 1986
High School Diploma
Booth Hill School
Bradley Benefield's ING Financial Partners Experience January 2007 - January 2009
Job Legal Clerk at Lambright & Associates
Industry Financial Services
Experience
Lambright & Associates November 2011 - Present
The Haenchen Law Firm December 2009 - July 2011
Wilson Farms January 2009 - December 2009
ING Financial Partners January 2007 - January 2009
FIRST INVESTORS CORP January 2005 - January 2007
Skills
Investments, Securities, Estate Planning, Financial Analysis, Mutual Funds, Retirement Planning, Series 63, Wealth Management, Retirement, Finance, Investment Advisory, Mergers & Acquisitions, Due Diligence, Risk Management, Microsoft Excel, Corporate Finance, Asset Management
Education
Texas A&M University-Commerce 2011 — 2013
Master of Business Administration (M.B.A.), Business Administration, Management and Operations
Trinity University 1998 — 2002
B.A., History, Political Science, Art History, Philosophy
Stratford High School 1994 — 1998
Lambright & Associates November 2011 - Present
The Haenchen Law Firm December 2009 - July 2011
Wilson Farms January 2009 - December 2009
ING Financial Partners January 2007 - January 2009
FIRST INVESTORS CORP January 2005 - January 2007
Skills
Investments, Securities, Estate Planning, Financial Analysis, Mutual Funds, Retirement Planning, Series 63, Wealth Management, Retirement, Finance, Investment Advisory, Mergers & Acquisitions, Due Diligence, Risk Management, Microsoft Excel, Corporate Finance, Asset Management
Education
Texas A&M University-Commerce 2011 — 2013
Master of Business Administration (M.B.A.), Business Administration, Management and Operations
Trinity University 1998 — 2002
B.A., History, Political Science, Art History, Philosophy
Stratford High School 1994 — 1998
Kirk Magee's ING Financial Partners Experience September 2009 - March 2011
Job Purchasing Inventory Manager at Nelson Auto Group, Tulsa, OK
Industry Automotive
Experience
Nelson Auto Group, Tulsa, OK September 2013 - Present
Onward , LLC October 2012 - June 2014
ING Financial Partners September 2009 - March 2011
Genworth Financial June 2007 - February 2009
Arvest Asset Managment December 1993 - November 2006
Arvest Bank 1993 - 2006
Fidelity Investments December 1992 - December 1993
Resewood Resources February 1987 - November 1989
Deloitte, Haskins & Sells September 1985 - January 1986
Skills
Wealth Management, Retirement Planning, Financial Services, Banking, Asset Managment, 401k, Sales Management, Change Management, Coaching, Marketing Strategy, Sales, Communication, Leadership Development, Regulatory Requirements, Industrial Safety, Oil & Gas Exploration, Automotive
Education
Texas Tech University - Rawls College of Business 1982 — 1985
Accounting
Nelson Auto Group, Tulsa, OK September 2013 - Present
Onward , LLC October 2012 - June 2014
ING Financial Partners September 2009 - March 2011
Genworth Financial June 2007 - February 2009
Arvest Asset Managment December 1993 - November 2006
Arvest Bank 1993 - 2006
Fidelity Investments December 1992 - December 1993
Resewood Resources February 1987 - November 1989
Deloitte, Haskins & Sells September 1985 - January 1986
Skills
Wealth Management, Retirement Planning, Financial Services, Banking, Asset Managment, 401k, Sales Management, Change Management, Coaching, Marketing Strategy, Sales, Communication, Leadership Development, Regulatory Requirements, Industrial Safety, Oil & Gas Exploration, Automotive
Education
Texas Tech University - Rawls College of Business 1982 — 1985
Accounting
Eric Mattei, AAMS®, AWMA®'s ING Financial Partners Experience March 2010 - Present
Job ING Financial Partners
Industry Financial Services
Experience
ING Financial Partners March 2010 - Present
Education
Penn State University 2004 — 2008
ING Financial Partners March 2010 - Present
Education
Penn State University 2004 — 2008
Andrew Brookshire's ING Financial Partners Experience July 2010 - January 2014
Job Regional Vice President at Voya Financial Advisors
Industry Financial Services
Experience
Voya Financial January 2014 - Present
ING Financial Partners July 2010 - January 2014
Amherst Securities Group June 2009 - June 2011
Stanford Group Company 2007 - 2009
Education
The University of Texas at Austin 1993 — 1997
BA, Business Economics
Voya Financial January 2014 - Present
ING Financial Partners July 2010 - January 2014
Amherst Securities Group June 2009 - June 2011
Stanford Group Company 2007 - 2009
Education
The University of Texas at Austin 1993 — 1997
BA, Business Economics
Maury Simpson's ING Financial Partners Experience January 2009 - April 2011
Job Assistant Controller at National Union of Hospital and Healthcare Employees
Industry Financial Services
Experience
National Union of Hospital and Healthcare Employees January 2014 - Present
Congregation Or Ami October 2013 - January 2014
Farmers Insurance June 2012 - July 2013
Bankers Life and Casualty April 2011 - April 2012
ING Financial Partners January 2009 - April 2011
Safeway September 2005 - January 2009
Camp Romimu 2000 - 2003
Skills
Retirement Planning, Investments, Fixed Annuities, Public Speaking, Strategic Financial..., Life Insurance, Financial Analysis, Finance, 401k
Education
University of Phoenix 2013 — 2013
Graduate Certificate, Accounting
University of Phoenix 2006 — 2008
MBA, Business
Providence College 2001 — 2005
BA, Liberal Studies
New England Rabbinical College 2000 — 2004
Ner Israel Rabbinical College 1996 — 2000
National Union of Hospital and Healthcare Employees January 2014 - Present
Congregation Or Ami October 2013 - January 2014
Farmers Insurance June 2012 - July 2013
Bankers Life and Casualty April 2011 - April 2012
ING Financial Partners January 2009 - April 2011
Safeway September 2005 - January 2009
Camp Romimu 2000 - 2003
Skills
Retirement Planning, Investments, Fixed Annuities, Public Speaking, Strategic Financial..., Life Insurance, Financial Analysis, Finance, 401k
Education
University of Phoenix 2013 — 2013
Graduate Certificate, Accounting
University of Phoenix 2006 — 2008
MBA, Business
Providence College 2001 — 2005
BA, Liberal Studies
New England Rabbinical College 2000 — 2004
Ner Israel Rabbinical College 1996 — 2000
Lee Gilner, CLTC's ING Financial Partners Experience July 2007 - March 2008
Job Investment Advisor Representative & Registered Representative at Cetera Financial Specialists
Industry Insurance
Experience
Cetera Financial Specialists January 2014 - Present
John Hancock May 2008 - September 2013
Strategic Financial Partners a Member of the John Hancock Financial Network April 2008 - September 2013
ING Financial Partners July 2007 - March 2008
Merrill Lynch June 1999 - August 2001
Skills
Financial Services, Fixed Annuities, Retirement Planning, Finance, Series 63, Series 6, Training, Life Insurance, Long-term Care, Mutual Funds, Series 65, Registered Investment..., Investment Advisory
Education
University of South Florida 2003 — 2005
Bachelor of Applied Science (B.A.Sc.), Finance
State University of New York College at Geneseo
Cetera Financial Specialists January 2014 - Present
John Hancock May 2008 - September 2013
Strategic Financial Partners a Member of the John Hancock Financial Network April 2008 - September 2013
ING Financial Partners July 2007 - March 2008
Merrill Lynch June 1999 - August 2001
Skills
Financial Services, Fixed Annuities, Retirement Planning, Finance, Series 63, Series 6, Training, Life Insurance, Long-term Care, Mutual Funds, Series 65, Registered Investment..., Investment Advisory
Education
University of South Florida 2003 — 2005
Bachelor of Applied Science (B.A.Sc.), Finance
State University of New York College at Geneseo
Dorsey (Trey) Christian III's ING Financial Partners Experience March 2008 - December 2012
Job Princor Registered Representative/Financial Advisor
Industry Financial Services
Experience
The Principal Financial Group December 2012 - Present
ING Financial Partners March 2008 - December 2012
JPMorgan Chase March 2006 - March 2008
Choice One Mortgage 1999 - 2006
Skills
Asset Allocation, Series 63, Mutual Funds, Financial Advisory, 401 (k), 403 (b), SEP &..., Annuities (Variable &..., Business Overhead..., Business Continuation..., Buy-Sell Agreements, Buy-Sell Review, Charitable Giving, College Funding..., Deferred Compensation..., Disability Income..., Estate Planning, Pension Plans, Salary Continuation, Series 6, Split Dollar Plans, Supplemental Returement..., Survivor Income, Tax-Deferred Savings, Term Life Insurance, Universal Life Insurance, Wellness Programs, Wealth Accumulation, Whole Life Insuance
Education
Oral Roberts University 1995 — 1997
Finance
The Principal Financial Group December 2012 - Present
ING Financial Partners March 2008 - December 2012
JPMorgan Chase March 2006 - March 2008
Choice One Mortgage 1999 - 2006
Skills
Asset Allocation, Series 63, Mutual Funds, Financial Advisory, 401 (k), 403 (b), SEP &..., Annuities (Variable &..., Business Overhead..., Business Continuation..., Buy-Sell Agreements, Buy-Sell Review, Charitable Giving, College Funding..., Deferred Compensation..., Disability Income..., Estate Planning, Pension Plans, Salary Continuation, Series 6, Split Dollar Plans, Supplemental Returement..., Survivor Income, Tax-Deferred Savings, Term Life Insurance, Universal Life Insurance, Wellness Programs, Wealth Accumulation, Whole Life Insuance
Education
Oral Roberts University 1995 — 1997
Finance
Dustin Payne's ING Financial Partners Experience 2001 - 2004
Job Vice President, Marketing at Transamerica
Industry Financial Services
Experience
Transamerica Investments & Retirement May 2012 - Present
Transamerica Capital Management 2006 - May 2012
Transamerica Capital Management 2004 - 2006
ING Financial Partners 2001 - 2004
USBancorp Investments 1999 - 2001
Skills
Mutual Funds, Series 63, Series 7, Marketing, Separately Managed..., Series 24, Sales Management, Series 6, Asset Allocation, Training, Sales, Sales & Marketing..., Variable Annuities, Marketing Strategy, Strategic Planning, Investment Promotion, Production Management, Management, UCITS, Email Marketing, Investments, Retirement Planning, Financial Services, Leadership, Fixed Annuities
Education
The University of North Dakota
B.S., Financial Management
Transamerica Investments & Retirement May 2012 - Present
Transamerica Capital Management 2006 - May 2012
Transamerica Capital Management 2004 - 2006
ING Financial Partners 2001 - 2004
USBancorp Investments 1999 - 2001
Skills
Mutual Funds, Series 63, Series 7, Marketing, Separately Managed..., Series 24, Sales Management, Series 6, Asset Allocation, Training, Sales, Sales & Marketing..., Variable Annuities, Marketing Strategy, Strategic Planning, Investment Promotion, Production Management, Management, UCITS, Email Marketing, Investments, Retirement Planning, Financial Services, Leadership, Fixed Annuities
Education
The University of North Dakota
B.S., Financial Management
Christian Abraham's ING Financial Partners Experience September 2011 - October 2013
Job Financial Specialist at PNC
Industry Higher Education
Experience
PNC November 2013 - Present
ING Financial Partners September 2011 - October 2013
Education
Saint Joseph's University 2015 — 2017
Master of Business Administration (M.B.A.)
University of Delaware 2007 — 2011
Bachelor of Arts (BA), Economics
PNC November 2013 - Present
ING Financial Partners September 2011 - October 2013
Education
Saint Joseph's University 2015 — 2017
Master of Business Administration (M.B.A.)
University of Delaware 2007 — 2011
Bachelor of Arts (BA), Economics
Ryan Reeber's ING Financial Partners Experience October 2010 - May 2013
Job at BeeWench Farm
Industry Farming
Experience
BeeWench Farm May 2013 - Present
OMNI Online Solutions May 2013 - October 2013
ING Financial Partners October 2010 - May 2013
BeeWench Farm 2013 - 2013
Skills
Financial Analysis, Mutual Funds, Finance, Microsoft Excel, Financial Modeling, Asset Management, Sales, Marketing, Customer Service, Forecasting, Data Analysis, Microsoft Office, PowerPoint, Access, Cold Calling, Leadership, Account Management, Accounting, Strategic Planning, Process Improvement, Direct Sales, Social Media Marketing, Sales Process, Online Advertising, SEO, Sales Management, Building Relationships, Social Media, leadershi, Business Development, B2B, B2B Marketing, Lead Generation, Advertising
Education
The Ohio State University - The Max M. Fisher College of Business 2006 — 2010
BS, Marketing
BeeWench Farm May 2013 - Present
OMNI Online Solutions May 2013 - October 2013
ING Financial Partners October 2010 - May 2013
BeeWench Farm 2013 - 2013
Skills
Financial Analysis, Mutual Funds, Finance, Microsoft Excel, Financial Modeling, Asset Management, Sales, Marketing, Customer Service, Forecasting, Data Analysis, Microsoft Office, PowerPoint, Access, Cold Calling, Leadership, Account Management, Accounting, Strategic Planning, Process Improvement, Direct Sales, Social Media Marketing, Sales Process, Online Advertising, SEO, Sales Management, Building Relationships, Social Media, leadershi, Business Development, B2B, B2B Marketing, Lead Generation, Advertising
Education
The Ohio State University - The Max M. Fisher College of Business 2006 — 2010
BS, Marketing
Nicholas Mangini's ING Financial Partners Experience September 2010 - April 2011
Job Branch Manager, Assistant Vice President at PNC
Industry Financial Services
Experience
PNC May 2015 - Present
PNC January 2013 - May 2015
Strategic Family Wealth Counselors July 2012 - September 2012
Merrill Lynch April 2011 - July 2012
ING Financial Partners September 2010 - April 2011
Wells Fargo Financial June 2010 - September 2010
Northwestern Mutual Financial Network May 2009 - August 2009
Skills
Finance, Investments, Management, Sales Management, Customer Service, Financial Analysis, Financial Services, Microsoft Excel, PowerPoint, Leadership, Retirement Planning, Portfolio Management, Mentoring, Coaching
Education
The College of New Jersey 2006 — 2010
Bachelor of Science (B.S.), Finance
The College of New Jersey 2006 — 2010
B.S. Business Administration, Finance
American University in Rome 2009 — 2009
Finance
The American University in Rome 2009 — 2009
PNC May 2015 - Present
PNC January 2013 - May 2015
Strategic Family Wealth Counselors July 2012 - September 2012
Merrill Lynch April 2011 - July 2012
ING Financial Partners September 2010 - April 2011
Wells Fargo Financial June 2010 - September 2010
Northwestern Mutual Financial Network May 2009 - August 2009
Skills
Finance, Investments, Management, Sales Management, Customer Service, Financial Analysis, Financial Services, Microsoft Excel, PowerPoint, Leadership, Retirement Planning, Portfolio Management, Mentoring, Coaching
Education
The College of New Jersey 2006 — 2010
Bachelor of Science (B.S.), Finance
The College of New Jersey 2006 — 2010
B.S. Business Administration, Finance
American University in Rome 2009 — 2009
Finance
The American University in Rome 2009 — 2009
Maryann Cantone's ING Financial Partners Experience May 2010 - March 2011
Job Account Executive at Cantone Research, Inc.
Industry Financial Services
Experience
Cantone Research, Inc. March 2011 - Present
ING Financial Partners May 2010 - March 2011
AMDL May 2009 - August 2009
Cantone Research, Inc. June 2002 - August 2009
Bed Bath & Beyond March 2005 - December 2006
Skills
Insurance, Investments, Research, Economics, Microsoft Office, Financial Planning, Excel, Analysis, Financial Analysis, Data Analysis, Microsoft Excel, Strategic Financial..., Business Planning, Business Strategy, Process Improvement, Financial Modeling, Microsoft Word, Team Building, Accounting, Series 63, Financial Reporting, Forecasting, PowerPoint, Customer Service, Asset Allocation, Strategic Planning, Access, Portfolio Management, New Business Development, Public Speaking, Management, Auditing, Sales, Inventory Management, Due Diligence, Alternative Investments, Teamwork, Retirement Planning, Leadership, Valuation, Marketing, Project Management, Negotiation, Mutual Funds, Time Management, Financial Services, Finance, Wealth Management, Risk Management, Business Development
Education
Penn State University 2007 — 2010
Finance, economics, marketing, insurance
Matawan Regional High School 2002 — 2006
Cantone Research, Inc. March 2011 - Present
ING Financial Partners May 2010 - March 2011
AMDL May 2009 - August 2009
Cantone Research, Inc. June 2002 - August 2009
Bed Bath & Beyond March 2005 - December 2006
Skills
Insurance, Investments, Research, Economics, Microsoft Office, Financial Planning, Excel, Analysis, Financial Analysis, Data Analysis, Microsoft Excel, Strategic Financial..., Business Planning, Business Strategy, Process Improvement, Financial Modeling, Microsoft Word, Team Building, Accounting, Series 63, Financial Reporting, Forecasting, PowerPoint, Customer Service, Asset Allocation, Strategic Planning, Access, Portfolio Management, New Business Development, Public Speaking, Management, Auditing, Sales, Inventory Management, Due Diligence, Alternative Investments, Teamwork, Retirement Planning, Leadership, Valuation, Marketing, Project Management, Negotiation, Mutual Funds, Time Management, Financial Services, Finance, Wealth Management, Risk Management, Business Development
Education
Penn State University 2007 — 2010
Finance, economics, marketing, insurance
Matawan Regional High School 2002 — 2006
Curtis Fay's ING Financial Partners Experience 2012 - 2014
Job Financial Advisor at Comprehensive Financial Group
Industry Financial Services
Experience
Comprehensive Financial Group January 2013 - Present
Voya Financial 2012 - 2014
ING Financial Partners 2012 - 2014
Senate of PA April 2005 - December 2012
Education
Shippensburg University of Pennsylvania 2000 — 2004
BSBA, Marketing
Athens Area High School 1997 — 2000
First United Methodist Church
Comprehensive Financial Group January 2013 - Present
Voya Financial 2012 - 2014
ING Financial Partners 2012 - 2014
Senate of PA April 2005 - December 2012
Education
Shippensburg University of Pennsylvania 2000 — 2004
BSBA, Marketing
Athens Area High School 1997 — 2000
First United Methodist Church
Jeremiah Buden's ING Financial Partners Experience March 2014 - September 2014
Job Investment Advisor Representative at VALIC
Industry Financial Services
Experience
VALIC September 2014 - Present
ING Financial Partners March 2014 - September 2014
Capital Acquisitions April 2012 - January 2014
F & D Group September 2010 - April 2012
LevelTech Consulting Group, Inc. April 2010 - September 2010
Women's World Banking June 2008 - August 2008
Deutsche Bank June 2007 - August 2007
Education
Pomona College 2005 — 2009
Bachelor's Degree, Economics
VALIC September 2014 - Present
ING Financial Partners March 2014 - September 2014
Capital Acquisitions April 2012 - January 2014
F & D Group September 2010 - April 2012
LevelTech Consulting Group, Inc. April 2010 - September 2010
Women's World Banking June 2008 - August 2008
Deutsche Bank June 2007 - August 2007
Education
Pomona College 2005 — 2009
Bachelor's Degree, Economics
Eric Humphreys's ING Financial Partners Experience 2005 - 2007
Job Director of Marketing at Avon Studio Transportation
Industry Transportation/Trucking/Railroad
Experience
Climate Controlled Vaults January 2013 - Present
Avon Rent a Car Truck Van December 2010 - Present
Express My Way March 2010 - June 2011
U.S. Securities and Exchange Commission June 2009 - April 2010
Wachovia Securities 2007 - 2008
ING Financial Partners 2005 - 2007
CompUSA January 2001 - January 2003
Skills
Customer Service, Sales
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2008 — 2009
MBA, Finance
Upper Iowa University 2004 — 2007
Bachelors degree, Finance
Stoneridge College Preparatory
Climate Controlled Vaults January 2013 - Present
Avon Rent a Car Truck Van December 2010 - Present
Express My Way March 2010 - June 2011
U.S. Securities and Exchange Commission June 2009 - April 2010
Wachovia Securities 2007 - 2008
ING Financial Partners 2005 - 2007
CompUSA January 2001 - January 2003
Skills
Customer Service, Sales
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2008 — 2009
MBA, Finance
Upper Iowa University 2004 — 2007
Bachelors degree, Finance
Stoneridge College Preparatory
Pamela Melendez's ING Financial Partners Experience March 2008 - June 2009
Job Analyst at BlackRock
Industry Investment Management
Experience
BlackRock July 2013 - Present
Moss Adams Wealth Advisors LLC June 2010 - June 2013
ING Financial Partners March 2008 - June 2009
The Westin Bellevue June 2007 - March 2008
Merrill Lynch August 2006 - November 2006
Skills
Financial Modeling, Financial Analysis, Asset Management, Investments, Finance, Portfolio Management, Microsoft Excel, Valuation
Education
Seattle University 2005 — 2007
Bachelor of Arts- Business Administration, Finance & International Business
BlackRock July 2013 - Present
Moss Adams Wealth Advisors LLC June 2010 - June 2013
ING Financial Partners March 2008 - June 2009
The Westin Bellevue June 2007 - March 2008
Merrill Lynch August 2006 - November 2006
Skills
Financial Modeling, Financial Analysis, Asset Management, Investments, Finance, Portfolio Management, Microsoft Excel, Valuation
Education
Seattle University 2005 — 2007
Bachelor of Arts- Business Administration, Finance & International Business
Scott Noska's ING Financial Partners Experience April 2009 - November 2009
Job Relationship Manager at Standard Retirement Services, Inc.
Industry Financial Services
Experience
The Standard December 2009 - Present
Standard Retirement Services November 2009 - Present
ING Financial Partners April 2009 - November 2009
Citi/Smith Barney September 2005 - April 2009
ING Financial Services February 2001 - September 2005
CIGNA Financial Services October 1998 - February 2001
CIGNA Retirement and Investment Services October 1997 - October 1998
Prudential Insurance Company of America May 1995 - October 1997
Education
University of Hartford
MBA
Springfield College
Bachelor of Business Management
University of Hartford
MBA, Business
The Standard December 2009 - Present
Standard Retirement Services November 2009 - Present
ING Financial Partners April 2009 - November 2009
Citi/Smith Barney September 2005 - April 2009
ING Financial Services February 2001 - September 2005
CIGNA Financial Services October 1998 - February 2001
CIGNA Retirement and Investment Services October 1997 - October 1998
Prudential Insurance Company of America May 1995 - October 1997
Education
University of Hartford
MBA
Springfield College
Bachelor of Business Management
University of Hartford
MBA, Business
LaShelle Kinney's ING Financial Partners Experience May 2002 - November 2005
Job Government FollowUp at Mercy Medical Center
Industry Insurance
Experience
Principal Financial Group May 2011 - Present
Mercy Medical Center August 2010 - Present
Principal Financial Group October 2008 - June 2009
Wells Fargo Home Mortgage November 2005 - June 2008
ING Financial Partners May 2002 - November 2005
McKinley Inc. September 1999 - March 2005
Hy-Vee Corporate Offices October 1988 - November 1998
Education
Simpson College 1992 — 2000
BA, Corporate Communications major/Business Management minor
Principal Financial Group May 2011 - Present
Mercy Medical Center August 2010 - Present
Principal Financial Group October 2008 - June 2009
Wells Fargo Home Mortgage November 2005 - June 2008
ING Financial Partners May 2002 - November 2005
McKinley Inc. September 1999 - March 2005
Hy-Vee Corporate Offices October 1988 - November 1998
Education
Simpson College 1992 — 2000
BA, Corporate Communications major/Business Management minor
Christopher Zdybicki's ING Financial Partners Experience January 2013 - July 2013
Job Staff at EY
Industry Accounting
Experience
EY January 2015 - Present
The Third Rail July 2014 - June 2015
Structural Processing Corporation July 2009 - August 2014
The Third Rail June 2014 - July 2014
ING Financial Partners January 2013 - July 2013
AIS Fund Administration May 2012 - June 2012
Fischler Hockey Services August 2010 - May 2011
United States Census June 2010 - August 2010
Skills
Accounting, Accounts Payable, Journal Entries, Financial Statements, Bookkeeping, Account Reconciliation, Auditing, External Audit
Education
St. John's University 2013 — 2014
Master's Degree, Accounting, 3.76
St. John’s University, Tobin College of Business 2007 — 2012
B.S, Accounting/Finance
Xavier High School 2003 — 2007
High School
EY January 2015 - Present
The Third Rail July 2014 - June 2015
Structural Processing Corporation July 2009 - August 2014
The Third Rail June 2014 - July 2014
ING Financial Partners January 2013 - July 2013
AIS Fund Administration May 2012 - June 2012
Fischler Hockey Services August 2010 - May 2011
United States Census June 2010 - August 2010
Skills
Accounting, Accounts Payable, Journal Entries, Financial Statements, Bookkeeping, Account Reconciliation, Auditing, External Audit
Education
St. John's University 2013 — 2014
Master's Degree, Accounting, 3.76
St. John’s University, Tobin College of Business 2007 — 2012
B.S, Accounting/Finance
Xavier High School 2003 — 2007
High School
Eva Terrio's ING Financial Partners Experience June 2006 - Present
Job Registered Representive at ING Financial Partners
Industry Financial Services
Experience
ING Financial Partners June 2006 - Present
AXA Advisors June 1996 - May 2006
Skills
Insurance Planning, IRA's, Retirement Income..., Retirement Planning, Wealth Management, Financial Planning, Retirement, Investments, Mutual Funds, Fixed Annuities, Estate Planning, Investment Advisory, Financial Advisory, Insurance
Education
St. John's University 1992 — 1994
MBA - Finance, Finance and Financial Management Services
St. John's University, Queens, NY 1992 — 1994
MBA, Financial Service
ING Financial Partners June 2006 - Present
AXA Advisors June 1996 - May 2006
Skills
Insurance Planning, IRA's, Retirement Income..., Retirement Planning, Wealth Management, Financial Planning, Retirement, Investments, Mutual Funds, Fixed Annuities, Estate Planning, Investment Advisory, Financial Advisory, Insurance
Education
St. John's University 1992 — 1994
MBA - Finance, Finance and Financial Management Services
St. John's University, Queens, NY 1992 — 1994
MBA, Financial Service
Tanya Prokopenko's ING Financial Partners Experience June 2011 - January 2012
Job at
Industry Financial Services
Experience
Deutsche Bank June 2014 - Present
Stifel Nicolaus September 2013 - Present
Barclays Investment Bank March 2012 - September 2013
ING Financial Partners June 2011 - January 2012
Skills
Microsoft Excel, Risk Management, Project Management, PowerPoint, Microsoft Word, French, Financial Services, Microsoft Office, Access, Research, Strategic Planning, Thompson Reuters, DTC, ADP, Series 7, Series 63
Education
Seton Hall University 2007 — 2011
B.S in Finance, Japanese, International Business
Deutsche Bank June 2014 - Present
Stifel Nicolaus September 2013 - Present
Barclays Investment Bank March 2012 - September 2013
ING Financial Partners June 2011 - January 2012
Skills
Microsoft Excel, Risk Management, Project Management, PowerPoint, Microsoft Word, French, Financial Services, Microsoft Office, Access, Research, Strategic Planning, Thompson Reuters, DTC, ADP, Series 7, Series 63
Education
Seton Hall University 2007 — 2011
B.S in Finance, Japanese, International Business
Lauren Phelan's ING Financial Partners Experience 2011 - January 2013
Job Human Capital Data Analyst at Amtrak
Industry Transportation/Trucking/Railroad
Experience
Amtrak August 2014 - Present
Amtrak April 2014 - August 2014
Onward Healthcare September 2013 - April 2014
Olive Garden Restaurant September 2006 - April 2014
ING Financial Partners 2011 - January 2013
Walt Disney World September 2008 - December 2008
Skills
College Recruiting, Recruiting, Onboarding, Human Resources, Talent Management, Employee Relations, Cold Calling, Succession Planning, Building Relationships, Applicant Tracking..., Microsoft Excel, Microsoft Word, Hiring
Education
The College of New Jersey 2004 — 2008
Bachelors of Science, International Business and Spanish
Rancocas Valley 2000 — 2004
High School Diploma
Amtrak August 2014 - Present
Amtrak April 2014 - August 2014
Onward Healthcare September 2013 - April 2014
Olive Garden Restaurant September 2006 - April 2014
ING Financial Partners 2011 - January 2013
Walt Disney World September 2008 - December 2008
Skills
College Recruiting, Recruiting, Onboarding, Human Resources, Talent Management, Employee Relations, Cold Calling, Succession Planning, Building Relationships, Applicant Tracking..., Microsoft Excel, Microsoft Word, Hiring
Education
The College of New Jersey 2004 — 2008
Bachelors of Science, International Business and Spanish
Rancocas Valley 2000 — 2004
High School Diploma
Jason Hojnowski's ING Financial Partners Experience May 2012 - February 2013
Job CEO at Hojnowski Agency LLC
Industry Management Consulting
Experience
Hojnowski Agency LLC October 2013 - Present
Farmers Insurance March 2013 - Present
ING Financial Partners May 2012 - February 2013
Enterprise Rent-A-Car May 2011 - May 2012
Pep Boys January 2008 - August 2009
Pep Boys August 2006 - January 2008
AutoZone March 2006 - August 2006
Skills
Time Management, Leadership, Sales, Customer Service, Microsoft Office, Microsoft Excel, PowerPoint, Outlook, Financial Analysis, Budgets, Accounting, Integrity, Microsoft Word, Public Speaking, Access, Marketing, Team Leadership, Teamwork, Insurance, Property and Casualty, Wealth Management, Business Planning, Strategic Financial..., Finance, Investments, Life Insurance, Financial Services, Small Business, Management, Analysis, Risk Management, Financial Planning
Education
Rowan University
Bachelor of Science (BS), Business Management, Cum Laude
Hojnowski Agency LLC October 2013 - Present
Farmers Insurance March 2013 - Present
ING Financial Partners May 2012 - February 2013
Enterprise Rent-A-Car May 2011 - May 2012
Pep Boys January 2008 - August 2009
Pep Boys August 2006 - January 2008
AutoZone March 2006 - August 2006
Skills
Time Management, Leadership, Sales, Customer Service, Microsoft Office, Microsoft Excel, PowerPoint, Outlook, Financial Analysis, Budgets, Accounting, Integrity, Microsoft Word, Public Speaking, Access, Marketing, Team Leadership, Teamwork, Insurance, Property and Casualty, Wealth Management, Business Planning, Strategic Financial..., Finance, Investments, Life Insurance, Financial Services, Small Business, Management, Analysis, Risk Management, Financial Planning
Education
Rowan University
Bachelor of Science (BS), Business Management, Cum Laude
Michael Tees Jr.'s ING Financial Partners Experience April 2011 - March 2012
Job Account Manager at Orbital Engineering, Inc.
Industry Mechanical or Industrial Engineering
Experience
Orbital Engineering, Inc. July 2014 - Present
Merrill Edge March 2012 - July 2014
ING Financial Partners April 2011 - March 2012
Turner Construction Company 2007 - 2011
Skills
Series 7, Strategic Financial..., Investments, Retirement Planning, Wealth Management, Asset Allocation, Financial Analysis, Uniform Combined State..., Risk Management, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Budgets, Customer Service, Process Improvement, Sales, Outlook, Team Leadership, Financial Planning
Education
Rutgers, The State University of New Jersey-New Brunswick 2003 — 2008
Bachelor of Science (B.S.), Mechanical Engineering
Orbital Engineering, Inc. July 2014 - Present
Merrill Edge March 2012 - July 2014
ING Financial Partners April 2011 - March 2012
Turner Construction Company 2007 - 2011
Skills
Series 7, Strategic Financial..., Investments, Retirement Planning, Wealth Management, Asset Allocation, Financial Analysis, Uniform Combined State..., Risk Management, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Budgets, Customer Service, Process Improvement, Sales, Outlook, Team Leadership, Financial Planning
Education
Rutgers, The State University of New Jersey-New Brunswick 2003 — 2008
Bachelor of Science (B.S.), Mechanical Engineering
James Riles's ING Financial Partners Experience 1991 - Present
Job Owner, Riles & Associates Financial Services,Inc
Industry Financial Services
Experience
ING Financial Partners 1991 - Present
Riles & Associates Financial Services,Inc August 1985 - Present
Skills
Fixed Annuities, IRAs, Customer Service, Strategic Planning, Retirement, Wealth Management, Retirement Planning, Microsoft Office
Education
Savannah State University
ING Financial Partners 1991 - Present
Riles & Associates Financial Services,Inc August 1985 - Present
Skills
Fixed Annuities, IRAs, Customer Service, Strategic Planning, Retirement, Wealth Management, Retirement Planning, Microsoft Office
Education
Savannah State University
Chaz Hicks's ING Financial Partners Experience June 2013 - August 2013
Job Sales at The Landings Club
Industry Hospitality
Experience
The Landings Club April 2012 - Present
ING Financial Partners June 2013 - August 2013
Tony Romas March 2011 - April 2012
Applebees International August 2009 - March 2011
Skills
Sales, Hospitality, Customer Service, Computer Maintenance, Database Design, Computer Network..., Business Intelligence, Information Technology
Education
Savannah State University 2007 — 2013
Computer Information Systems, Business Administration
The Landings Club April 2012 - Present
ING Financial Partners June 2013 - August 2013
Tony Romas March 2011 - April 2012
Applebees International August 2009 - March 2011
Skills
Sales, Hospitality, Customer Service, Computer Maintenance, Database Design, Computer Network..., Business Intelligence, Information Technology
Education
Savannah State University 2007 — 2013
Computer Information Systems, Business Administration
Robert Harman's ING Financial Partners Experience May 2005 - September 2012
Job Financial Solutions Advisor at Merrill Edge
Industry Financial Services
Experience
Merrill Edge August 2014 - Present
ING Financial Partners May 2005 - September 2012
Skills
Customer Service, Microsoft Office, Management, Marketing, Project Management, Insurance, Team Building, PowerPoint, Research
Education
Rider University
Bachelor of Arts (B.A.), Political Science and Government
The Pennington School
Widener University
Merrill Edge August 2014 - Present
ING Financial Partners May 2005 - September 2012
Skills
Customer Service, Microsoft Office, Management, Marketing, Project Management, Insurance, Team Building, PowerPoint, Research
Education
Rider University
Bachelor of Arts (B.A.), Political Science and Government
The Pennington School
Widener University
Sally Donovan's ING Financial Partners Experience December 2007 - March 2012
Job Benefits Analyst Team Leader at Gallagher Benefit Services
Industry Insurance
Experience
Arthur J. Gallagher & Co. March 2012 - Present
Donovan Water Corp. December 2001 - Present
ING Financial Partners December 2007 - March 2012
New Horizons Elementary School August 2002 - December 2007
Skills
Insurance
Education
Palm Beach State College 2003 — 2006
Associate's Degree, Education
Arthur J. Gallagher & Co. March 2012 - Present
Donovan Water Corp. December 2001 - Present
ING Financial Partners December 2007 - March 2012
New Horizons Elementary School August 2002 - December 2007
Skills
Insurance
Education
Palm Beach State College 2003 — 2006
Associate's Degree, Education