Kades-Margolis Corporation
Industry: Company
DescriptionFounded: 1972 Parent organization: U.S. Retirement Partners, Inc.
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Kades-Margolis Corporation Employees
Employee
Years
Job
Industry
Sean Hobaugh Sean Hobaugh's Kades-Margolis Corporation Experience June 2013 - June 2014
Job Senior Workforce Strategy Analyst at Mercer
Industry Financial Services
Experience
Mercer June 2014 - Present
Kades-Margolis Corporation June 2013 - June 2014
Optifour Integrated Wealth Management August 2011 - July 2012
Skills
Financial Analysis, Retirement Planning, Investments
Education
George Mason University 2007 — 2012
Honors College, Bachelors of Science Economics, Minor in Legal Studies
Mercer June 2014 - Present
Kades-Margolis Corporation June 2013 - June 2014
Optifour Integrated Wealth Management August 2011 - July 2012
Skills
Financial Analysis, Retirement Planning, Investments
Education
George Mason University 2007 — 2012
Honors College, Bachelors of Science Economics, Minor in Legal Studies
Caitlin Keller Caitlin Keller's Kades-Margolis Corporation Experience January 2012 - June 2012
Job Implementation Specialist
Industry Financial Services
Experience
ADP December 2012 - Present
ADP March 2015 - June 2015
CenTrak June 2012 - November 2012
Newtown Athletic Club September 2004 - November 2012
Kades-Margolis Corporation January 2012 - June 2012
DJS Events May 2011 - December 2011
Roberts Event Group Inc January 2011 - May 2011
Events by Monroe September 2010 - May 2011
Mercer County Chamber of Commerce September 2008 - May 2009
Victoria's Secret October 2004 - August 2007
Skills
Event Planning, Corporate Events, Event Management, Meeting Planning, Social Media, Trade Shows, Public Relations, Social Media Marketing, Wedding Planning, Coordinating Events, Parties, Social Networking, Registration, Fundraising, Advertising, Customer Service, Live Events
Education
Rider University 2007 — 2011
Bachelor of Arts, Public Relations in Event Planning
ADP December 2012 - Present
ADP March 2015 - June 2015
CenTrak June 2012 - November 2012
Newtown Athletic Club September 2004 - November 2012
Kades-Margolis Corporation January 2012 - June 2012
DJS Events May 2011 - December 2011
Roberts Event Group Inc January 2011 - May 2011
Events by Monroe September 2010 - May 2011
Mercer County Chamber of Commerce September 2008 - May 2009
Victoria's Secret October 2004 - August 2007
Skills
Event Planning, Corporate Events, Event Management, Meeting Planning, Social Media, Trade Shows, Public Relations, Social Media Marketing, Wedding Planning, Coordinating Events, Parties, Social Networking, Registration, Fundraising, Advertising, Customer Service, Live Events
Education
Rider University 2007 — 2011
Bachelor of Arts, Public Relations in Event Planning
Linda Smith CLTC Linda Smith CLTC's Kades-Margolis Corporation Experience June 1991 - Present
Job Financial Advisor at KadesMargolis Corporation
Industry Investment Management
Experience
Kades-Margolis Corporation June 1991 - Present
Skills
401k Rollovers, Investments, College Savings Plans, Mutual Funds, Series 63, IRAs, Roth IRA, Strategic Financial..., Variable Annuities, Fixed Annuities, Insurance
Education
Skidmore College
Bachelor of Science
Kades-Margolis Corporation June 1991 - Present
Skills
401k Rollovers, Investments, College Savings Plans, Mutual Funds, Series 63, IRAs, Roth IRA, Strategic Financial..., Variable Annuities, Fixed Annuities, Insurance
Education
Skidmore College
Bachelor of Science
Jaclyn DiDaniels Jaclyn DiDaniels's Kades-Margolis Corporation Experience February 2014 - Present
Job Marketing & Event Coordinator at KadesMargolis Corporation
Industry Financial Services
Experience
Kades-Margolis Corporation February 2014 - Present
Synergy Medical Education March 2012 - February 2014
GJJ, Inc. May 2007 - August 2011
Oasis Family Fun Center May 2006 - December 2009
Skills
Event Planning, Marketing, Event Management, Microsoft Office, Adobe Creative Suite, Newsletters, Advertising, Microsoft Word, Marketing Communications, PowerPoint, Mac OS, HTML, PC
Education
Shippensburg University of Pennsylvania 2007 — 2011
Bachelor of Arts and Science, Communications/Journalism
Kades-Margolis Corporation February 2014 - Present
Synergy Medical Education March 2012 - February 2014
GJJ, Inc. May 2007 - August 2011
Oasis Family Fun Center May 2006 - December 2009
Skills
Event Planning, Marketing, Event Management, Microsoft Office, Adobe Creative Suite, Newsletters, Advertising, Microsoft Word, Marketing Communications, PowerPoint, Mac OS, HTML, PC
Education
Shippensburg University of Pennsylvania 2007 — 2011
Bachelor of Arts and Science, Communications/Journalism
Mark D. Malcein CLTC Mark D. Malcein CLTC's Kades-Margolis Corporation Experience June 2008 - Present
Job Eastern Region Sales Manager at KadesMargolis Corporation
Industry Investment Management
Experience
Kades-Margolis Corporation June 2008 - Present
Kades-Margolis Corporation September 2013 - January 2015
Kades Margolis Corporation January 2011 - August 2013
Prudential Financial August 2007 - March 2008
Skills
Retirement Planning, Investments, Financial Planning, Series 63, Credit, Mutual Funds, Uniform Combined State..., 529 Plans, Series 65, Fixed Annuities, IRAs, Series 6, Variable Annuities, 401k Rollovers, Education Funding, Investment Advisory, Asset Allocation, Wealth Accumulation, Investment Strategies, Retirement, Long Term Care Insurance, Strategic Financial..., Sales Management, Finance, Series 7, Separately Managed..., Disability Insurance, Management, Wealth Management
Education
Bloomsburg University of Pennsylvania 2003 — 2007
Bachelors of Science, Marketing Management
Kades-Margolis Corporation June 2008 - Present
Kades-Margolis Corporation September 2013 - January 2015
Kades Margolis Corporation January 2011 - August 2013
Prudential Financial August 2007 - March 2008
Skills
Retirement Planning, Investments, Financial Planning, Series 63, Credit, Mutual Funds, Uniform Combined State..., 529 Plans, Series 65, Fixed Annuities, IRAs, Series 6, Variable Annuities, 401k Rollovers, Education Funding, Investment Advisory, Asset Allocation, Wealth Accumulation, Investment Strategies, Retirement, Long Term Care Insurance, Strategic Financial..., Sales Management, Finance, Series 7, Separately Managed..., Disability Insurance, Management, Wealth Management
Education
Bloomsburg University of Pennsylvania 2003 — 2007
Bachelors of Science, Marketing Management
Tim Howell's Kades-Margolis Corporation Experience March 2014 - Present
Job Financial Advisor, KadesMargolis Corporation
Industry Financial Services
Experience
Kades-Margolis Corporation March 2014 - Present
Wells Fargo Advisors LLC February 2012 - January 2014
Equinox Distributors February 2009 - November 2011
ICON Advisers March 2007 - September 2008
Protective Life January 2006 - January 2008
New York Life 2004 - 2006
Lincoln Financial Distributors 2000 - 2004
SunAmerica 1999 - 2000
Skills
Series 7, Mutual Funds, Annuities, Hedge Funds, Alternative Investments, Investments, Financial Markets, Managed Accounts, Managed Futures, Wholesaling, Public Speaking, Series 66, Insurance, Fixed Annuities, Strategic Financial..., 401k, Wholesale, Uniform Combined State..., Retirement Planning, Managing Accounts, Portfolio Management, Estate Planning, Wealth Management..., Retirement, Financial Services, Financial Planning, Wealth Management
Education
Temple University - Fox School of Business and Management 1993 — 1996
BBA, Economics
Girard College 1983 — 1991
College Prep, College/University Preparatory and Advanced High School/Secondary Diploma Program
Kades-Margolis Corporation March 2014 - Present
Wells Fargo Advisors LLC February 2012 - January 2014
Equinox Distributors February 2009 - November 2011
ICON Advisers March 2007 - September 2008
Protective Life January 2006 - January 2008
New York Life 2004 - 2006
Lincoln Financial Distributors 2000 - 2004
SunAmerica 1999 - 2000
Skills
Series 7, Mutual Funds, Annuities, Hedge Funds, Alternative Investments, Investments, Financial Markets, Managed Accounts, Managed Futures, Wholesaling, Public Speaking, Series 66, Insurance, Fixed Annuities, Strategic Financial..., 401k, Wholesale, Uniform Combined State..., Retirement Planning, Managing Accounts, Portfolio Management, Estate Planning, Wealth Management..., Retirement, Financial Services, Financial Planning, Wealth Management
Education
Temple University - Fox School of Business and Management 1993 — 1996
BBA, Economics
Girard College 1983 — 1991
College Prep, College/University Preparatory and Advanced High School/Secondary Diploma Program
Anna Shaiko's Kades-Margolis Corporation Experience January 2015 - Present
Job Client Service Associate at KadesMargolis Corporation
Industry Financial Services
Experience
Kades-Margolis Corporation January 2015 - Present
Kades-Margolis Corporation February 2013 - January 2015
Aflac September 2012 - April 2013
Liberty Business Consulting October 2011 - February 2012
Skills
Leadership, Training, Employee Benefits, Customer Service, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Teamwork, Time Management, Finance
Education
East Stroudsburg University of Pennsylvania 2007 — 2011
Bachelor's Degree, Accounting/Business Management
Kades-Margolis Corporation January 2015 - Present
Kades-Margolis Corporation February 2013 - January 2015
Aflac September 2012 - April 2013
Liberty Business Consulting October 2011 - February 2012
Skills
Leadership, Training, Employee Benefits, Customer Service, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Teamwork, Time Management, Finance
Education
East Stroudsburg University of Pennsylvania 2007 — 2011
Bachelor's Degree, Accounting/Business Management
Jack Gaffney Jack Gaffney's Kades-Margolis Corporation Experience June 2008 - August 2010
Job Skilled professional with experience in sales, marketing, production and resource management, training, and analysis
Industry Financial Services
Experience
Bank of America July 2013 - Present
Lifestone By Stefan January 2012 - March 2013
Aflac September 2010 - September 2011
Kades-Margolis Corporation June 2008 - August 2010
Aegis Wholesale Corporation April 2006 - May 2007
National Association of Mortgage Brokers December 1997 - April 2007
Consumer Mortgage Services August 1994 - April 2006
Mortgage Benefit Financial Group January 1992 - August 1994
Datico, Inc. January 1991 - December 1991
Skills
Coaching, Strategic Planning, Public Speaking, Management, Business Development, Workshop Facilitation, Training Development..., Data Analysis, Analytic Problem Solving, Process Analysis, Systems Design
Education
La Salle University 1986 — 1990
Bachelor of Science in Business Administration, Management Information Systems
Salesianum School 1982 — 1986
HS Diploma
Bank of America July 2013 - Present
Lifestone By Stefan January 2012 - March 2013
Aflac September 2010 - September 2011
Kades-Margolis Corporation June 2008 - August 2010
Aegis Wholesale Corporation April 2006 - May 2007
National Association of Mortgage Brokers December 1997 - April 2007
Consumer Mortgage Services August 1994 - April 2006
Mortgage Benefit Financial Group January 1992 - August 1994
Datico, Inc. January 1991 - December 1991
Skills
Coaching, Strategic Planning, Public Speaking, Management, Business Development, Workshop Facilitation, Training Development..., Data Analysis, Analytic Problem Solving, Process Analysis, Systems Design
Education
La Salle University 1986 — 1990
Bachelor of Science in Business Administration, Management Information Systems
Salesianum School 1982 — 1986
HS Diploma
Randy Aranowitz, CLU, TGPC, CLTC Randy Aranowitz, CLU, TGPC, CLTC's Kades-Margolis Corporation Experience May 1990 - Present
Job Executive Vice President at KadesMargolis Corporation
Industry Investment Management
Experience
Kades-Margolis Corporation May 1990 - Present
Skills
403(b), 457(b), IRAs, Investments, Mutual Funds, Retirement Planning, Insurance, Long Term Care Planning, Management, Relationship Management, Business Planning, Sales & Marketing, Affinity Marketing, Leadership Development
Education
The American College 1990 — 1994
Chartered Life Underwriter (CLU), Insurance and Investments
University of Maryland, College Park, MD 1979 — 1982
Bachelor of Science Business Administration, Marketing with a concentration in Economics
Willingboro High School, Willingboro, NJ 1976 — 1979
Kades-Margolis Corporation May 1990 - Present
Skills
403(b), 457(b), IRAs, Investments, Mutual Funds, Retirement Planning, Insurance, Long Term Care Planning, Management, Relationship Management, Business Planning, Sales & Marketing, Affinity Marketing, Leadership Development
Education
The American College 1990 — 1994
Chartered Life Underwriter (CLU), Insurance and Investments
University of Maryland, College Park, MD 1979 — 1982
Bachelor of Science Business Administration, Marketing with a concentration in Economics
Willingboro High School, Willingboro, NJ 1976 — 1979
Stefan Striffler Stefan Striffler's Kades-Margolis Corporation Experience September 2001 - June 2006
Job Financial Advisor with Transamerica Financial Advisors, Inc. and Head Lacrosse Coach at Red Lion HS
Industry Financial Services
Experience
Red Lion Area School District October 2012 - Present
Transamerica Financial Advisors, Inc. October 2006 - Present
Kades-Margolis Corporation September 2001 - June 2006
T.H.E. Financial 1997 - 1999
Skills
Retirement Planning, College Savings Plans, 403 b, IRAs, Roth IRA, 401k Rollovers, Mutual Funds, Investments, Variable Annuities, Life Insurance, Registered Investment..., lacrosse, lacrosse coach, Retirement, Financial Advisory, Securities, Financial Services, Finance, Financial Planning, Insurance, Customer Service, Leadership, FINRA
Education
Harrisburg Area Community College 1994 — 1996
Associate's degree, Business Administration and Management, General
Lyndon State College 1985 — 1987
Falmouth High School 1981 — 1985
Red Lion Area School District October 2012 - Present
Transamerica Financial Advisors, Inc. October 2006 - Present
Kades-Margolis Corporation September 2001 - June 2006
T.H.E. Financial 1997 - 1999
Skills
Retirement Planning, College Savings Plans, 403 b, IRAs, Roth IRA, 401k Rollovers, Mutual Funds, Investments, Variable Annuities, Life Insurance, Registered Investment..., lacrosse, lacrosse coach, Retirement, Financial Advisory, Securities, Financial Services, Finance, Financial Planning, Insurance, Customer Service, Leadership, FINRA
Education
Harrisburg Area Community College 1994 — 1996
Associate's degree, Business Administration and Management, General
Lyndon State College 1985 — 1987
Falmouth High School 1981 — 1985
Rich Locher Rich Locher's Kades-Margolis Corporation Experience August 2011 - Present
Job Financial Advisor at KadesMargolis Corporation
Industry Financial Services
Experience
Kades-Margolis Corporation August 2011 - Present
Legacy Planning Partners September 2009 - July 2011
Horner, Townsend and Kent 2008 - 2009
Woodbury Financial 2007 - 2008
Nationwide Financial 1997 - 2007
Education
Penn State University 1976 — 1980
BS, Finance
Kades-Margolis Corporation August 2011 - Present
Legacy Planning Partners September 2009 - July 2011
Horner, Townsend and Kent 2008 - 2009
Woodbury Financial 2007 - 2008
Nationwide Financial 1997 - 2007
Education
Penn State University 1976 — 1980
BS, Finance
John Frombach John Frombach's Kades-Margolis Corporation Experience January 2008 - Present
Job Employer Plans Liaison, KadesMargolis Corporation
Industry Management Consulting
Experience
Kades-Margolis Corporation January 2008 - Present
Pennsylvania Association of School Business Officials October 2010 - Present
Frombach Consulting, LLC September 2005 - Present
Borough of Brentwood March 2013 - Present
Carlow University September 1996 - December 2012
Association of School Business Officials International 2000 - 2006
Baldwin-Whitehall School District January 1979 - June 2005
Northwestern School District August 1971 - January 1979
Education
California University of Pennsylvania 1991 — 1994
Superintendent Letter of Eligibility, Superintendent's Program
University of Pittsburgh 1981 — 1984
HR Certifcate, Human Resource Management
Westminster College (PA) 1974 — 1977
Certification, Elementary and Secondary Principal Administration
Edinboro University of Pennsylvania 1968 — 1970
M.Ed., Edcuation
Edinboro University of Pennsylvania 1964 — 1967
BS, Education
Kades-Margolis Corporation January 2008 - Present
Pennsylvania Association of School Business Officials October 2010 - Present
Frombach Consulting, LLC September 2005 - Present
Borough of Brentwood March 2013 - Present
Carlow University September 1996 - December 2012
Association of School Business Officials International 2000 - 2006
Baldwin-Whitehall School District January 1979 - June 2005
Northwestern School District August 1971 - January 1979
Education
California University of Pennsylvania 1991 — 1994
Superintendent Letter of Eligibility, Superintendent's Program
University of Pittsburgh 1981 — 1984
HR Certifcate, Human Resource Management
Westminster College (PA) 1974 — 1977
Certification, Elementary and Secondary Principal Administration
Edinboro University of Pennsylvania 1968 — 1970
M.Ed., Edcuation
Edinboro University of Pennsylvania 1964 — 1967
BS, Education
Alexis Robertson's Kades-Margolis Corporation Experience July 2013 - April 2014
Job Accounting Assistant at PPG Industries, Inc.
Industry Financial Services
Experience
PPG Industries April 2014 - Present
Kades-Margolis Corporation July 2013 - April 2014
GEMGroup May 2012 - June 2013
Skills
Finance, Customer Service, Mutual Funds, Retirement Planning, Social Networking, Event Management, Fundraising, Administrative..., Office Administration, Spreadsheets, Outlook, Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Financial Reporting, Accounting, Auditing, Financial Analysis
Education
Penn State University 2015 — 2018
Bachelor’s Degree, Finance, General
CCAC 2005 — 2008
Associate's degree, Mathematics
SPHS
PPG Industries April 2014 - Present
Kades-Margolis Corporation July 2013 - April 2014
GEMGroup May 2012 - June 2013
Skills
Finance, Customer Service, Mutual Funds, Retirement Planning, Social Networking, Event Management, Fundraising, Administrative..., Office Administration, Spreadsheets, Outlook, Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Financial Reporting, Accounting, Auditing, Financial Analysis
Education
Penn State University 2015 — 2018
Bachelor’s Degree, Finance, General
CCAC 2005 — 2008
Associate's degree, Mathematics
SPHS
Matthew Olecki's Kades-Margolis Corporation Experience July 2011 - Present
Job Registered Client Representative
Industry Financial Services
Experience
Kades-Margolis Corporation July 2011 - Present
Penn Mutual May 2010 - July 2011
Wells Fargo Financial January 2009 - May 2010
Skills
Finance, Financial Services, Credit, Investments, Strategic Financial..., Asset Management, ERISA
Education
Shippensburg University of Pennsylvania 2004 — 2009
Bachelors of Science Business Administration, Finance
Perkiomen Valley High School 2001 — 2004
Kades-Margolis Corporation July 2011 - Present
Penn Mutual May 2010 - July 2011
Wells Fargo Financial January 2009 - May 2010
Skills
Finance, Financial Services, Credit, Investments, Strategic Financial..., Asset Management, ERISA
Education
Shippensburg University of Pennsylvania 2004 — 2009
Bachelors of Science Business Administration, Finance
Perkiomen Valley High School 2001 — 2004
Brittany Straff Brittany Straff's Kades-Margolis Corporation Experience April 2012 - December 2013
Job Personable and enthusiastic quick learner who is up for any challenge with a "whatever it takes" mentality
Industry Investment Management
Experience
Kades-Margolis Corporation April 2012 - December 2013
Touchables -- The Bra Store May 2010 - April 2012
Thomas Howard Associates LLC January 2009 - May 2010
Skills
Events Coordination, Sales, Customer Service, Marketing, Social Media, Microsoft Excel, Coordinating Events, GoToMeeting, Microsoft Word, Microsoft Office, Administrative..., Coordination, Fashion, Organization, PowerPoint, Coordinating Meetings, Microsoft Publisher, Enthusiastic..., Self-motivated Team..., Energetic team player, Highly personable, Time Management, Multitasking Skills, Event Planning, Event Management, Meeting Planning, Corporate Events, Teamwork, Finance, Outlook
Education
Widener University 2005 — 2007
Montgomery County Community College 2010 — 2013
Temple University - Fox School of Business and Management 2015 — 2017
Bachelor of Business Administration (BBA)
Kades-Margolis Corporation April 2012 - December 2013
Touchables -- The Bra Store May 2010 - April 2012
Thomas Howard Associates LLC January 2009 - May 2010
Skills
Events Coordination, Sales, Customer Service, Marketing, Social Media, Microsoft Excel, Coordinating Events, GoToMeeting, Microsoft Word, Microsoft Office, Administrative..., Coordination, Fashion, Organization, PowerPoint, Coordinating Meetings, Microsoft Publisher, Enthusiastic..., Self-motivated Team..., Energetic team player, Highly personable, Time Management, Multitasking Skills, Event Planning, Event Management, Meeting Planning, Corporate Events, Teamwork, Finance, Outlook
Education
Widener University 2005 — 2007
Montgomery County Community College 2010 — 2013
Temple University - Fox School of Business and Management 2015 — 2017
Bachelor of Business Administration (BBA)
Jessica Flowers Schwartz's Kades-Margolis Corporation Experience January 2008 - December 2010
Job Prevention Specialist at The Council of Southeast Pennsylvania, Inc.
Industry Nonprofit Organization Management
Experience
The Council of Southeast Pennsylvania, Inc. December 2010 - Present
The Council of Southeast Pennsylvania, Inc. December 2010 - January 2013
Kades-Margolis Corporation January 2008 - December 2010
PA Department of Health - Bureau of Drug & Alcohol Programs 2007 - 2008
Bucks Promise for Youth and Communitiestoday, inc March 2006 - October 2007
TODAY, Inc. March 2001 - October 2007
today, inc June 2005 - March 2006
Making Good Choices Campaigntoday, inc February 2003 - June 2005
today, inc September 2001 - June 2005
Skills
Creative Team Leadership, Public & Media Relations, Professional Level..., Community Education, Collecting & Presenting..., Volunteer Coordination, Certified Trainer &..., Group Facilitation, Workshop Facilitation, Prevention, Training, Program Management, Public Relations, Grants, Volunteer Management, Creative Direction, Social Services, Marketing, Facilitation, Leadership, Community Development, Behavioral Health, Community Outreach, Facilitators, Nonprofits, Program Development, Public Speaking
Education
Indiana University of Pennsylvania 1994 — 1999
Elementary Education and Sociology
Indiana University of Pennsylvania 1994 — 1999
Elementary Education and Sociology
The Council of Southeast Pennsylvania, Inc. December 2010 - Present
The Council of Southeast Pennsylvania, Inc. December 2010 - January 2013
Kades-Margolis Corporation January 2008 - December 2010
PA Department of Health - Bureau of Drug & Alcohol Programs 2007 - 2008
Bucks Promise for Youth and Communitiestoday, inc March 2006 - October 2007
TODAY, Inc. March 2001 - October 2007
today, inc June 2005 - March 2006
Making Good Choices Campaigntoday, inc February 2003 - June 2005
today, inc September 2001 - June 2005
Skills
Creative Team Leadership, Public & Media Relations, Professional Level..., Community Education, Collecting & Presenting..., Volunteer Coordination, Certified Trainer &..., Group Facilitation, Workshop Facilitation, Prevention, Training, Program Management, Public Relations, Grants, Volunteer Management, Creative Direction, Social Services, Marketing, Facilitation, Leadership, Community Development, Behavioral Health, Community Outreach, Facilitators, Nonprofits, Program Development, Public Speaking
Education
Indiana University of Pennsylvania 1994 — 1999
Elementary Education and Sociology
Indiana University of Pennsylvania 1994 — 1999
Elementary Education and Sociology
Josh Field's Kades-Margolis Corporation Experience May 2012 - August 2012
Job Private Banking Associate at SEI
Industry Financial Services
Experience
SEI June 2015 - Present
Pershing, a BNY Mellon company June 2014 - August 2014
Raymond James Financial Inc. June 2013 - August 2013
Ameriprise Financial Services, Inc. May 2013 - August 2013
Kades-Margolis Corporation May 2012 - August 2012
Skills
Microsoft Excel, Insurance, PowerPoint, Strategic Financial..., Data Analysis, Risk Management, Teamwork, Microsoft Office, Microsoft Word, Public Speaking
Education
Penn State University 2011 — 2015
Bachelor of Science (B.S.) Finance
Penn State University
SEI June 2015 - Present
Pershing, a BNY Mellon company June 2014 - August 2014
Raymond James Financial Inc. June 2013 - August 2013
Ameriprise Financial Services, Inc. May 2013 - August 2013
Kades-Margolis Corporation May 2012 - August 2012
Skills
Microsoft Excel, Insurance, PowerPoint, Strategic Financial..., Data Analysis, Risk Management, Teamwork, Microsoft Office, Microsoft Word, Public Speaking
Education
Penn State University 2011 — 2015
Bachelor of Science (B.S.) Finance
Penn State University
Mitch Kurlander's Kades-Margolis Corporation Experience 2008 - May 2011
Job
Industry Financial Services
Experience
KADES-MARGOLIS CORPORATION 2008 - May 2011
Circle System Group, Inc. April 1988 - June 2007
Sheen Investment Management Group, Inc. January 1986 - April 1988
INTEGRATED RESOURCES 1982 - 1986
Education
Pace University School of Law 1979 — 1982
JD
Queens College 1975 — 1979
BS
KADES-MARGOLIS CORPORATION 2008 - May 2011
Circle System Group, Inc. April 1988 - June 2007
Sheen Investment Management Group, Inc. January 1986 - April 1988
INTEGRATED RESOURCES 1982 - 1986
Education
Pace University School of Law 1979 — 1982
JD
Queens College 1975 — 1979
BS
Joy Crowle's Kades-Margolis Corporation Experience April 2010 - Present
Job at KadesMargolis Corporation
Industry Staffing and Recruiting
Experience
Kades-Margolis Corporation April 2010 - Present
Kades-Margolis March 2009 - Present
Volt Services Group August 2008 - March 2009
The Vanguard Group January 1992 - April 2002
Education
Kutztown University of Pennsylvania 1987 — 1991
BA, Communications
Kades-Margolis Corporation April 2010 - Present
Kades-Margolis March 2009 - Present
Volt Services Group August 2008 - March 2009
The Vanguard Group January 1992 - April 2002
Education
Kutztown University of Pennsylvania 1987 — 1991
BA, Communications
Sandra S. (O'Hehir) Keir CFP(R), CRPC(R) CLTC's Kades-Margolis Corporation Experience July 2010 - June 2014
Job
Industry Investment Management
Experience
Suncoast Advisory Group July 2014 - March 2015
Kades-Margolis Corporation July 2010 - June 2014
Householder August 2009 - August 2010
Transamerica Capital Management, Inc. January 2008 - June 2009
Lincoln Financial Distributors April 2003 - January 2008
Merrill Lynch June 2000 - January 2003
National City Bank June 1997 - May 2000
Education
University of Minnesota-Twin Cities 1980 — 1982
Bachelor's degree, Political Science and Government
University of Minnesota-Duluth 1978 — 1980
Associate of Arts (AA), Business Administration and Management, General
Suncoast Advisory Group July 2014 - March 2015
Kades-Margolis Corporation July 2010 - June 2014
Householder August 2009 - August 2010
Transamerica Capital Management, Inc. January 2008 - June 2009
Lincoln Financial Distributors April 2003 - January 2008
Merrill Lynch June 2000 - January 2003
National City Bank June 1997 - May 2000
Education
University of Minnesota-Twin Cities 1980 — 1982
Bachelor's degree, Political Science and Government
University of Minnesota-Duluth 1978 — 1980
Associate of Arts (AA), Business Administration and Management, General
Richard Sutphen's Kades-Margolis Corporation Experience July 2005 - July 2008
Job Management Consulting Professional
Industry Management Consulting
Experience
United States Air Force December 2008 - August 2009
Kades Margolis Corporation July 2005 - July 2008
McDonald’s Corporation June 2001 - July 2006
Office of the Annual Fund Automated Calling Center Slippery Rock University August 2004 - May 2005
Education
Slippery Rock University of Pennsylvania 2002 — 2005
BS, Marketing
United States Air Force December 2008 - August 2009
Kades Margolis Corporation July 2005 - July 2008
McDonald’s Corporation June 2001 - July 2006
Office of the Annual Fund Automated Calling Center Slippery Rock University August 2004 - May 2005
Education
Slippery Rock University of Pennsylvania 2002 — 2005
BS, Marketing
Kimberly Keel's Kades-Margolis Corporation Experience August 2008 - Present
Job Director of Recruiting & Human Resources at KadesMargolis Corporation
Industry Financial Services
Experience
Kades-Margolis Corporation August 2008 - Present
Wilmington Finance August 2006 - April 2008
Volt Serivces Group June 2003 - August 2006
Skills
Human Resources, Talent Acquisition, Employee Relations, Onboarding, Applicant Tracking..., HRIS, Employee Benefits, Performance Management, Recruiting, Benefits Administration
Education
Delaware Valley College 1993 — 1997
BA, Business Administration and Management
Kades-Margolis Corporation August 2008 - Present
Wilmington Finance August 2006 - April 2008
Volt Serivces Group June 2003 - August 2006
Skills
Human Resources, Talent Acquisition, Employee Relations, Onboarding, Applicant Tracking..., HRIS, Employee Benefits, Performance Management, Recruiting, Benefits Administration
Education
Delaware Valley College 1993 — 1997
BA, Business Administration and Management
Shannon Rogers's Kades-Margolis Corporation Experience June 2007 - November 2013
Job Executive Benefits Consultant
Industry Financial Services
Experience
CUNA Mutual Group July 2015 - Present
Ameriprise Financial Services, Inc. November 2013 - June 2015
Kades-Margolis Corporation June 2007 - November 2013
Edward Jones August 2006 - May 2007
Juniata College May 2005 - August 2006
St. Joseph's University 2000 - 2005
Penn State University 1999 - 2005
Education
Penn State University
Doctor of Philosophy (Ph.D.), Modern European History
Vassar College
Bachelor of Arts, Victorian Studies
CUNA Mutual Group July 2015 - Present
Ameriprise Financial Services, Inc. November 2013 - June 2015
Kades-Margolis Corporation June 2007 - November 2013
Edward Jones August 2006 - May 2007
Juniata College May 2005 - August 2006
St. Joseph's University 2000 - 2005
Penn State University 1999 - 2005
Education
Penn State University
Doctor of Philosophy (Ph.D.), Modern European History
Vassar College
Bachelor of Arts, Victorian Studies
Bob Malinowski's Kades-Margolis Corporation Experience January 2011 - Present
Job Financial Advisor/Advanced Support Professional
Industry Financial Services
Experience
Kades-Margolis Corporation January 2011 - Present
Skills
Retirement Planning, College Savings Plans, Financial Planning, Financial Networking, Series 63, Strategic Financial..., Investments, IRAs, Fixed Annuities, Financial Services, Finance
Education
Saint Joseph's University - Erivan K. Haub School of Business 2003 — 2007
Bachelors, Finance
Kades-Margolis Corporation January 2011 - Present
Skills
Retirement Planning, College Savings Plans, Financial Planning, Financial Networking, Series 63, Strategic Financial..., Investments, IRAs, Fixed Annuities, Financial Services, Finance
Education
Saint Joseph's University - Erivan K. Haub School of Business 2003 — 2007
Bachelors, Finance
Jeffrey J. Miller's Kades-Margolis Corporation Experience
Job financial consultant at KadesMargolis Corporation
Industry Investment Management
Experience
Kades-Margolis Corporation
Skills
Retirement Planning
Education
Wharton School, University of Pennsylvania
Kades-Margolis Corporation
Skills
Retirement Planning
Education
Wharton School, University of Pennsylvania
Holly Patrick's Kades-Margolis Corporation Experience 2008 - January 2012
Job Administrative Assistant/Receptionist at BCRS, LLC
Industry Investment Management
Experience
n/a - currently unemployed November 2012 - Present
BCRS, LLC November 2012 - Present
BCRS Partners, LLC November 2012 - Present
Kades-Margolis Corporation 2008 - January 2012
Scheid Realty April 2004 - September 2008
Vanguard November 1998 - April 2004
Skills
Excel, WordPerfect, Lotus Notes, Microsoft Excel, Customer Service, Leadership, Time Management, Microsoft Word, Outlook, Administration, Teamwork, Microsoft Office, PowerPoint, Sales, Mutual Funds, Marketing, New Business Development, Insurance, Financial Planning, Employee Relations
Education
Community College of Philadelphia 1985 — 1986
none, Psychology
Archbishop Kennedy High School 1980 — 1984
Diploma, General Studies
n/a - currently unemployed November 2012 - Present
BCRS, LLC November 2012 - Present
BCRS Partners, LLC November 2012 - Present
Kades-Margolis Corporation 2008 - January 2012
Scheid Realty April 2004 - September 2008
Vanguard November 1998 - April 2004
Skills
Excel, WordPerfect, Lotus Notes, Microsoft Excel, Customer Service, Leadership, Time Management, Microsoft Word, Outlook, Administration, Teamwork, Microsoft Office, PowerPoint, Sales, Mutual Funds, Marketing, New Business Development, Insurance, Financial Planning, Employee Relations
Education
Community College of Philadelphia 1985 — 1986
none, Psychology
Archbishop Kennedy High School 1980 — 1984
Diploma, General Studies
Jacqueline (Vinci) Banister's Kades-Margolis Corporation Experience January 2008 - Present
Job Sales Coordinator at KadesMargolis Corporation
Industry Investment Management
Experience
Kades-Margolis Corporation January 2008 - Present
Wharton Executive Education 1996 - 2004
Skills
Investments, Asset Allocation, Series 63, Fixed Annuities, Retirement Planning, Mutual Funds, Retirement, Wealth Management, Customer Service, Financial Planning
Education
Gettysburg College 1996 — 2000
Bachelor of Arts (B.A.), Sociology
Friends Central School
Kades-Margolis Corporation January 2008 - Present
Wharton Executive Education 1996 - 2004
Skills
Investments, Asset Allocation, Series 63, Fixed Annuities, Retirement Planning, Mutual Funds, Retirement, Wealth Management, Customer Service, Financial Planning
Education
Gettysburg College 1996 — 2000
Bachelor of Arts (B.A.), Sociology
Friends Central School
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY