Karr Barth Associates

Description

Address: 40 Monument Rd, Bala Cynwyd, PA 19004 Hours: Open now · Add full hours Unable to add this file. Please check that it is a valid photo. Phone: (610) 660-4000Category: Website: : Hours: : : : Place name: : : Website: http://www.karr-barthassociates.com/ Category: Financial consultant Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Karr Barth Associates Posting publicly on the Web Write a review Reviews Be the first to review

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Karr Barth Associates Employees

Employee
Years
Job
Industry
Pat Gladstone Pat Gladstone Havertown, Pennsylvania Details
Pat Gladstone's Karr Barth Associates Experience January 1998 - June 2002
Job Teacher in Radnor Township School District
Industry Education Management
Experience
Radnor Township School District  February 2006 - Present
Rennaissance Advantage Charter School   September 2005 - February 2006
DCIU  March 2005 - June 2005
Haverford Township School District  September 2003 - June 2004
Radnor Township School district  September 2002 - June 2003
Karr Barth Associates   January 1998 - June 2002
ARCO Chemical Company  January 1990 - June 1997

Skills
Special Education, Mathematics Education, Language Arts Education..., Teaching

Education
Saint Joseph's University
Bachelor's Degree, Finance, General

Saint Joseph's University
Master's Degree, Education, Special Education, Middle School Math and L.A.

Josh Lipson Josh Lipson Greater Philadelphia Area Details
Josh Lipson's Karr Barth Associates Experience August 2012 - February 2015
Job “Helping business owners protect, preserve, and pursue more value from their business, more tax effectively!”®
Industry Financial Services
Experience
Kaminer Financial Group Ltd   March 2015 - Present
Karr Barth Associates   August 2012 - February 2015
Acorn Financial Services  2008 - 2012
Wine For Everyone, LLC   2007 - 2012

Education
University of South Carolina - The Moore School of Business   1993 — 1998
Bachelor of Science in Business Administration, Marketing, Management

Delran High School

John M. Natale, CLU®, ChFC®, AIF® John M. Natale, CLU®, ChFC®, AIF® Greater Philadelphia Area Details
John M. Natale, CLU®, ChFC®, AIF®'s Karr Barth Associates Experience August 1980 - September 1997
Job Regional Vice President
Industry Financial Services
Experience
Lincoln Investment Planning, Inc.   September 1997 - Present
St. Joseph's Preparatory School   July 2011 - Present
New Jersey Coalition for Financial Education   January 2011 - June 2015
Junior Achievement of New Jersey  August 1998 - June 2015
Karr Barth Associates   August 1980 - September 1997

Education
Saint Joseph's University   1973 — 1977
Bachelor of Science (B.S.), Accounting

St. Joseph's Preparatory School   1968 — 1972

The American College
Chartered Financial Consultant

The American College
Chartered Life Underwriter

Richard Craft, CFP®, ChFC® Richard Craft, CFP®, ChFC® Baltimore, Maryland Details
Richard Craft, CFP®, ChFC®'s Karr Barth Associates Experience June 2011 - August 2011
Job Paraplanner at Academy Financial, Inc
Industry Financial Services
Experience
Academy Financial, Inc.   April 2014 - Present
M&T Bank  February 2013 - April 2014
Vanguard  October 2012 - January 2013
Wealth Advisory Group  June 2009 - August 2012
Karr Barth Associates   June 2011 - August 2011
Churchill Properties   July 2010 - August 2010
Vector Marketing  May 2007 - June 2010

Skills
Finance, Investments, Microsoft Excel, Marketing, Management, Microsoft Word, Spanish, Microsoft Office, Analysis, Research, Public Speaking, Bartending, Sales, PowerPoint, Accounting, Social Media, eMoney Software, Retail Banking, Outlook, Mortgage Lending, Life Insurance, Home Equity Lines of..., Customer Service, Banking, Portfolio Management, Financial Analysis, Strategic Financial..., Project Management, Social Networking, Facebook, Risk Management, Retirement Planning, Sales Management, Securities, Data Analysis, Wealth Management

Education
College for Financial Planning   2015 — 2017
Master’s Degree, Personal Financial Planning

The American College   2015 — 2015
ChFC, Financial Planning and Services

Dickinson College   2008 — 2012
Bachelor of Arts, International Business & Management, Economics

Universitat Autònoma de Barcelona   2010 — 2010
International Business

Episcopal Academy   1994 — 2008

Barry Shusterman Barry Shusterman Greater Philadelphia Area Details
Barry Shusterman's Karr Barth Associates Experience November 1992 - June 1995
Job Management and Training
Industry Facilities Services
Experience
Coverall Health-Based Cleaning System  August 1998 - July 2015
HGO Services   June 1996 - August 1998
Karr Barth Associates   November 1992 - June 1995

Skills
Management, Sales, Customer Service, Training, Business Development, Analysis, Consulting

Education
University of Pennsylvania - The Wharton School
Business Administation with extra courses in Marketing, Cum Laude

Donna McIvor Donna McIvor Dover, Delaware Area Details
Donna McIvor's Karr Barth Associates Experience 1987 - 1989
Job Information Technology and Services Professional
Industry Hospital & Health Care
Experience
Home  October 2013 - Present
Centurum  June 2000 - January 2007
AMSEC  June 1998 - April 1999
Raytheon Service Company  April 1991 - June 1998
Karr-Barth Associates  1987 - 1989

Skills
Software Documentation, Access, Project Management, Analysis, Process Improvement, Database Administration, Microsoft Office, Management, Program Management, Government, Outlook, SharePoint, Team Building, Security, PowerPoint, Proposal Writing, Quality Assurance, Microsoft Excel, Databases, Integration, Operations Management, Training, Time Management, Leadership, Medical Coding

Education
Fortis College   2011 — 2012
Associates, Applied Science; Medical Billing and Coding

Villanova University   2004 — 2004
Certificate of Achievement, Project Management

Tidewater Community College   2002 — 2004

Debra Greidus Zuccarini Debra Greidus Zuccarini Greater Philadelphia Area Details
Debra Greidus Zuccarini's Karr Barth Associates Experience September 1992 - December 1999
Job Owner at Boutique Sorelle
Industry Retail
Experience
Boutique Sorelle   February 2014 - Present
Boutique Sorelle   February 2014 - Present
Karr Barth Associates   September 1992 - December 1999

Skills
Event Planning, Marketing Communications, Event Management, Microsoft Office, Fundraising, Customer Relations, Customer Service, Corporate Communications, Photoshop, PowerPoint, Excel, Word, Non-profits, Insurance, Volunteer Management, Online Marketing, Social Media Marketing, Email Marketing, Sales, Sales Management, Business Development, Budgets, Marketing Strategy, Social Networking

Education
Cabrini College   1992 — 1995
BS, Business/Marketing

Damon Giangreco Damon Giangreco Greater Philadelphia Area Details
Damon Giangreco's Karr Barth Associates Experience January 1991 - January 1995
Job Senior Vice President at Advantage Real Estate llc
Industry Real Estate
Experience
Advantage Real Estate Blue Bell llc   June 2013 - Present
Pink Snack Company   2007 - Present
Coldwell Banker Preferred  April 2011 - June 2013
Bourbon Corp.   February 2004 - January 2010
DMI Management   April 1995 - January 2004
Karr-Barth Associates  January 1991 - January 1995

Skills
Residential Homes, Commercial Real Estate, Sales, Marketing, Strategic Planning, Budgets, Forecasting, New Business Development, Leadership, Selling, Real Estate, Management, Investment Properties, Purchasing, Sales Operations, Buyers, Property, Negotiation

Education
Temple University

Olga Faden Olga Faden Greater Philadelphia Area Details
Olga Faden's Karr Barth Associates Experience 2002 - 2005
Job Data Specialist at Moody's Economy.com
Industry Research
Experience
Moody's Economy.com   December 2005 - December 2009
RubinGoldman and Associates   2004 - 2005
Karr Barth Associates   2002 - 2005
AXA Advisors, LLC  2002 - 2005

Education
Temple University - Fox School of Business and Management   2002 — 2005

Andrew J. Pompe Andrew J. Pompe Greater Philadelphia Area Details
Andrew J. Pompe's Karr Barth Associates Experience January 2011 - Present
Job Vice President at Karr Barth Associates, District Manager at AXA Advisors, LLC
Industry Financial Services
Experience
Karr Barth Associates   January 2011 - Present
Karr Barth Associates   June 2009 - December 2010

Skills
Entrepreneurship, Personal Financial..., Retirement Planning, Professional Mentoring, Coaching, Life Insurance...

Education
Penn State University   2005 — 2009
Bachelor of Science (BS), Finance

David Foad David Foad Greater Philadelphia Area Details
David Foad's Karr Barth Associates Experience 2011 - 2012
Job Financial Services
Industry Financial Services
Experience
Wells Fargo Advisors  September 2012 - Present
Karr Barth Associates   2011 - 2012
Vanguard  April 2003 - July 2011

Skills
Series 7, Mutual Funds, Investments, Trading, Series 6, Life Insurance, Securities, Equities, Strategic Financial..., Series 24, Asset Allocation, FINRA, Bloomberg, Retirement Planning, Fixed Income

Education
Drexel University - College of Business and Administration   2007 — 2009
Executive MBA, Business Administration and Management, General

Drexel University - College of Business and Administration   1988 — 1993
Executive MBA, Business Administration and Management, General

Jason Stein Jason Stein Greater New York City Area Details
Jason Stein's Karr Barth Associates Experience January 1999 - January 2000
Job Vice President Real Estate Finance
Industry Real Estate
Experience
Greystone & Co.   May 2012 - Present
TriPoint Global Equities, LLC  March 2009 - May 2012
H.C. Wainwright & Company, Inc   May 2004 - February 2009
Spencer Trask Ventures, Inc   January 2000 - January 2002
Karr Barth Associates   January 1999 - January 2000

Skills
Capital Markets, Capital IQ, Due Diligence, Private Equity, Investments, Portfolio Management, Finance, Equities, Securities, Private Placements, Loans, Banking, Analysis, Business Planning, Valuation

Education
Penn State University   1994 — 1999
Bachelor of Arts (B.A.)

Cherry Hill High School East   1990 — 1994
High School

James Kaplan James Kaplan Princeton, New Jersey Details
James Kaplan's Karr Barth Associates Experience July 1983 - June 1995
Job Principal at KB Financial Partners
Industry Financial Services
Experience
KB Financial Partners   April 2009 - Present
Karr BarthPrivate Client Group   July 1995 - October 2008
Karr Barth Associates   July 1983 - June 1995

Skills
Wealth Management, Investments, Estate Planning, Securities, Wealth, Retirement Planning, Insurance, Strategic Financial..., Financial Services, Asset Managment, Portfolio Management, Risk Management, Succession Planning, Series 7, Financial Analysis

Education
Lehigh University   1979 — 1983
Bachelor of Arts (B.A.), Political Science and Government

Montclair high school   1975 — 1979

Robert Cinalli Robert Cinalli Greater Philadelphia Area Details
Robert Cinalli's Karr Barth Associates Experience January 1986 - Present
Job Vice President at Karr Barth Associates Inc
Industry Financial Services
Experience
Karr Barth Associates   January 1986 - Present

Skills
Strategic Planning, New Business Development, Retirement Planning, Estate Planning

Education
Temple University
MBA, BBA, Business Administration, Accounting, Finance

Shana Lovallo Shana Lovallo Greater Philadelphia Area Details
Shana Lovallo's Karr Barth Associates Experience 1997 - 1999
Job Director of Business Development
Industry Financial Services
Experience
Dergalis Associates   2002 - Present
Progress Financial Resources   1999 - 2002
Karr Barth Associates   1997 - 1999

Skills
Sales, Team Building, Customer Service, Strategic Planning, Marketing, Sales Management, Management, Portfolio Management, Financial Services, Senior Executive..., Operations Management, Sales Operations, Marketing Strategy, Account Management, New Business Development, Selling, Business Development, Finance, Investments, Leadership

Education
Rutgers University – Camden
Bachelor of Arts (B.A.), Psychology & Criminal Justice

Savitri (Savi) Balasubramanian Savitri (Savi) Balasubramanian Greater New York City Area Details
Savitri (Savi) Balasubramanian's Karr Barth Associates Experience June 2004 - August 2004
Job VP, Wealth Management Tools at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch  May 2010 - Present
Bank of America  May 2006 - May 2010
Fox School of Business Enterprise Management Consulting   August 2004 - December 2004
Karr Barth Associates   June 2004 - August 2004
Dell Computers  July 2002 - August 2003
Megadreams Software Solutions   May 2000 - July 2002

Skills
Product Management, Product Development, Program Management, Software Project..., Budget Management, Business Analysis, Business Strategy, Vendor Management

Education
Temple University   2003 — 2005
MBA, Finance

University of Madras   1998 — 2002
BE, Electronics

Brian Gelfand Brian Gelfand Wayne, Pennsylvania Details
Brian Gelfand's Karr Barth Associates Experience June 1993 - June 1996
Job Strategic Account Manager at SunGard Availability Services
Industry Information Technology and Services
Experience
SunGard Availability Services  July 2005 - Present
PECOAdelphia   1998 - June 2005
Frontier Communications  June 1996 - June 1998
Karr Barth Associates   June 1993 - June 1996

Skills
Business Development, Negotiation, Business Analysis, Team Leadership, Managed Services, Sales Process, Cloud Computing, Recovery Services, Salesforce.com, Direct Sales, New Business Sales, Solution Selling, Professional Services

Education
Temple University