Keystone Financial Management
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Keystone Financial Management Employees
Keystone Financial Management January 2013 - Present
Keystone Financial Management April 2011 - January 2013
Kutztown University January 2009 - May 2010
Keystone Financial Management May 2007 - January 2009
Skills
Retirement, Life Insurance, Wealth Management, Asset Allocation, College Savings Plans, Financial Services, Retirement Planning, Long Term Care Insurance
Education
Kutztown University of Pennsylvania 2005 — 2010
B.S.B.A, Management, Finance
Shipley Energy June 2015 - Present
Shipley Energy April 2014 - June 2015
Shipley Energy May 2012 - April 2014
Penn State University August 2011 - May 2012
Keystone Financial Management February 2010 - February 2011
Skills
G/L Reconciliations, Microsoft Excel, Analysis, Communication, Learning Quickly
Education
Penn State Harrisburg 2011 — 2013
MBA, Business Administration, 3.7
Marywood University 2006 — 2010
BBA, Finance, 3.67
Educators First Financial of Pennsylvania, LLC 2012 - Present
Keystone Financial Management January 1992 - December 2011
Skills
PSERS, Financial Services, Strategic Financial..., Pensions, Fixed Annuities, Variable Annuities, Indexed Annuities, Life Insurance, Long Term Care Insurance, Investments, Retirement Planning, IRAs, College Savings Plans, Estate Planning
Education
The American College 2013 — 2013
Chartered Life Underwriter
The American College 2002 — 2002
Chartered Financial Consultant
Kutztown University of Pennsylvania 1987 — 1991
Bachelor of Science (B.S.), Finance and Economics
GENPACT June 2014 - Present
GENPACT June 2014 - Present
Kraft Foods Group 2014 - 2015
Kraft Foods Group 2014 - 2015
Summit Business Group January 2014 - May 2014
Keystone Financial Management July 2011 - January 2014
Ameriprise Financial September 2010 - May 2011
Alfred University August 2009 - May 2011
Subway March 2004 - August 2010
Maple Ridge Farm January 2004 - August 2008
Skills
Investments, Mutual Funds, Customer Service, Management, Strategic Financial..., Finance, Financial Analysis, Accounting, Risk Management, Analysis, Small Business, Access, Insurance, Financial Reporting
Education
Southern New Hampshire University 2014 — 2017
International MBA- Finance
Alfred University 2007 — 2011
Bachelor's degree, Finance
Math for America June 2014 - Present
New Visions for Public Schools 2015 - 2015
University of Pittsburgh August 2012 - April 2014
Summer Institute for the Gifted June 2013 - August 2013
Crystal Cave Company, Inc. 2008 - 2013
Keystone Financial Management June 2012 - August 2012
Skills
Community Outreach, Java, Mathematica, Microsoft Office, Teaching, Research, Higher Education, Public Speaking, Tutoring, Statistics, Editing, Microsoft Word, Microsoft Excel
Education
City University of New York City College 2014 — 2015
Master's Degree, Mathematics Education, 3.95
University of Pittsburgh 2011 — 2014
Bachelor's Degree, Mathematics-Economics, 4.0
Queen Mary, U. of London 2013 — 2013
Kutztown Area High School
SEI April 2014 - Present
Keystone Financial Management July 2011 - March 2014
Education
University of Pittsburgh 2007 — 2011
Bachelor of Science (B.S.), Finance
Keystone Financial Management 2008 - Present
Skills
IRAs, Life Insurance, Investments, Retirement Planning, Estate Planning, Financial Services, 401k Rollovers, 401k, Long-term Care, Variable Annuities, Fixed Annuities, Wealth Management, Financial Education, Mutual Funds
Education
Penn State University
BA, Finance
Berkshire Bank December 2014 - Present
Click on Help Group, Inc. August 2012 - August 2013
Keystone Financial Management May 2012 - July 2012
Voice Newspapers September 2011 - December 2011
Vector Marketing May 2011 - September 2011
Muhlenberg College September 2009 - April 2011
Skills
Microsoft Office, Leadership, Microsoft Excel, PowerPoint, Time Management, Microsoft Word, Public Speaking, Accounting
Education
The Ohio State University Fisher College of Business 2013 — 2014
Master of Accounting, Accounting, 3.4
Muhlenberg College 2008 — 2012
Bachelor of Arts, Accounting, 3.56
Cherry Lane Cafe March 2012 - Present
Carrabba's Italian Grill January 2012 - June 2012
Keystone Financial Management December 2010 - March 2012
MetLife June 2009 - December 2010
Carrabba's Italian Grill July 2007 - April 2009
Skills
Private Catering, Fresh Produce, Customer Retention, Customer Service, Event Planning, Public Speaking, Restaurants, Food, Cooking, Menu Planning, Italian cuisine, Menu Development, Sales, Marketing, Food & Beverage, Hospitality, Catering
Education
Lafayette College 2007 — 2009
Bachelor of the Arts, History and Government and Law
Moravian College 2005 — 2007
Nazareth Area High School 2001 — 2005
The Breakers April 2012 - August 2012
Susan's Gourmet & Catering September 2009 - September 2011
Walt Disney World August 2010 - November 2010
Keystone Financial Management 2008 - 2010
Skills
Baking, Cakes, Desserts, Cookies, Banquets, Catering, Restaurants, Food & Beverage, Hospitality, Pastry
Education
Culinary Institute of America 2011 — 2013
Associate, Baking and Pastry Arts/Baker/Pastry Chef, GPA: 3.6
Northampton Area Community College 2009 — 2011
credits, General Studies
Lehigh Valley Charter High School for the Performing Arts 2005 — 2009
High School Diploma
US Army September 2011 - Present
State Farm Insurance August 2010 - August 2011
Snuzzle's Restaurant April 2009 - August 2011
Keystone Financial Management February 2010 - May 2010
Kutztown University April 2009 - August 2009
Skills
Marketing, Microsoft Office, Public Speaking, Program Management, Customer Service, Sales, PowerPoint, Leadership, Microsoft Word, Microsoft Excel, Social Networking, Event Planning, Time Management, Social Media, Facebook, Customer Satisfaction, Cold Calling, Social Media Marketing, Team Building, Training, Team Leadership
Education
Kutztown University of Pennsylvania 2006 — 2010
B.S.B.A., Management
DC Government - Department of Employment Services December 2014 - Present
DC Government - DOES February 2014 - December 2014
The Department of the Treasury July 2011 - February 2014
THE SALVATION ARMY May 2010 - December 2010
Mijas, Incorporated January 2007 - December 2010
Keystone Financial Management February 2008 - December 2009
MINISTRY OF EDUCATION – CHILEAN GOVERNMENT June 2006 - December 2006
InterExchange, Inc September 2005 - April 2006
Child & Family Services Agency April 2003 - September 2005
Skills
Operations Research, Best Practice, Monitoring and..., Policy, Program Evaluation, Data Analysis, Public Speaking, Research, Spanish, Statistics, Strategic Planning, Qualitative Research, Project Management, Program Development, Microsoft Excel, Social Networking, Strategy, Management, Budgets, SPSS, Entrepreneurship, Analysis, Nonprofits, Training, Policy Analysis, Fundraising, Teaching, Leadership, Microsoft Office, Public Policy, TEFL, Program Management, Community Outreach, Leadership Development, Teaching English as a...
Education
Virginia Commonwealth University 2000 — 2002
Master of Science, Sociology
University of Pittsburgh 1996 — 2000
Bachelor of Arts, Sociology
Universidad Veritas 1999 — 1999
Spanish
2U August 2012 - Present
2U January 2011 - August 2012
Aerotek June 2008 - January 2011
Keystone Financial Management May 2007 - December 2007
Skills
Recruiting, Technical Recruiting, Talent Acquisition, Applicant Tracking..., College Recruiting, Marketing, Leadership, Salesforce.com, Business Development, Training, CRM, Account Management, Interviews, Human Resources, Sourcing, Cold Calling, Resume Writing, Onboarding, Screening Resumes, Talent Management, Internet Recruiting, Program Management
Education
University of Scranton 2004 — 2008
B.S., Management, Marketing, Philosophy
The Hershey Company August 2011 - Present
Pier 1 Imports February 2010 - August 2011
Exel September 2007 - February 2010
McBee Associates, Inc. August 2006 - September 2007
Keystone Financial Management March 2005 - August 2006
Western & Southern Financial Group August 2004 - June 2005
UPS November 2001 - May 2004
Skills
Leadership, Organizational Culture, Management, Inventory Management, Production Management, Logistics Management, Operations Management, Warehouse Management, Team Management, Team Leadership, Distribution Logistics, Leadership Development, Startup Development, Continuous Improvement, Business Acumen, Lead Change, Public Speaking, Team Motivation, Logistics, Supply Chain, SQF, Food Safety, Quality Control, Workplace Safety, SAP, Red Prairie, CPR Certified, AED, First Aid, New Hire Training, Training, Hiring, Food Manufacturing, 5S, Process Improvement, HACCP
Education
Penn State University 1999 — 2003
Bachelor’s Degree, Business Administration and Management, General
The Guardian Life Insurance Company of America September 2012 - Present
Keystone Financial Management 2008 - 2012
Dr. Steciw and Dr. Hugh Friel August 2005 - November 2008
Skills
Administrative..., Microsoft Word, Term Life Insurance, Retirement, Long Term Care Insurance, Life Insurance, Employee Benefits, Insurance, Long-term Care, Mutual Funds, Fixed Annuities, Customer Service, 401k, Microsoft Office, Financial Services
Education
Nazareth Area High School 1975 — 1978
yes
Northampton Community College
Quantum Financial Management August 2010 - Present
Keystone Financial Management October 1993 - August 2010
Skills
Financial Services, Investment Advisory, Life Insurance, Long Term Care Insurance, Financial Management...
Education
Methodist College 1989 — 1993
Bachelor of Science (BS), Business Administration and Management, General
QNB Financial Services December 2012 - Present
Keystone Financial Management August 2004 - 2012
Skills
Investments, Portfolio Management, Finance
Education
Penn State University 1999 — 2004
Finance, Derivitive Markets, Corporate Finance, etc..
Penn State University 1999 — 2004
Marketing, Market Research, Statistics, Sales force management...
MFP Strategies August 2008 - Present
Moravian College January 2008 - Present
Noviello Financial Group, Inc February 2008 - August 2008
AXA Advisors, LLC August 2007 - February 2008
Keystone Financial Management September 2005 - June 2007
Keystone Financial Management September 1987 - September 2005
Skills
Management, Leadership, Strategic Planning, Insurance, Operations Management, Training, Financial Advisory, Human Resources
Education
Moravian College 2001 — 2006
MBA, Business Administration
Moravian College 1992 — 1997
B.A., Accounting
East Stroudsburg University of Pennsylvania 1984 — 1986
B.A., Mathematics
Northampton Community College 1981 — 1983
Associate, General Education
Lutron Electronics January 2015 - Present
Clear Channel Outdoor September 2011 - December 2014
Clear Channel Outdoor April 2010 - August 2011
Keystone Financial Management May 2008 - October 2009
PPL May 2007 - August 2007
Skills
Financial Analysis, Financial Reporting, Accounts Payable, Sales Commissions, Invoicing, Auditing, Microsoft Excel, Account Management, Marketing Strategy, Finance, Marketing Communications, Management, Microsoft Office, Marketing, Accounting, PowerPoint, Leadership
Education
Lehigh University 2015 — 2017
Master of Business Administration (MBA)
Penn State University 2003 — 2007
BS, Finance, 3.61
Keystone Financial Management July 2011 - Present
Keystone Financial Management May 2008 - July 2011
Keystone Financial Management January 2001 - May 2008
Education
Kutztown University of Pennsylvania 1999 — 2000
Arrigo Automotive Group June 2014 - Present
Ken Pollock Auto Group August 2013 - June 2014
Gilboy Automotive Group Inc May 2011 - May 2013
Loman Automotive Group December 2010 - May 2011
Keystone Financial Management March 2009 - December 2010
Independence Financial Partners March 2006 - March 2009
Custer Battles January 2004 - February 2006
Schenker Logistics, Australia December 2001 - January 2004
NBC Olympics, Inc. July 1999 - November 2001
U.S. Army May 1993 - May 1999
Skills
Leadership, Team Building, Training, Process Improvement, Account Management, Project Management, Administration, Program Management, Operations Management, Management, Strategic Planning, Business Development, Sales Management, Sales, Pre-sales, Customer Service..., CRM Databases, International Operations, Supply Chain Management, Transportation..., Warehouse Management, Vendor Management, Financial Analysis, Disability Insurance, Long Term Care Insurance, Command, Securities, Forecasting, Life Insurance, Strategic Financial..., Military Logistics, Customer Service, Marketing
Education
Wilmington University 1998 — 1999
MBA
Bryant University 1989 — 1993
B.S.
Aesculap January 2014 - Present
Aesculap Biologics, LLC October 2011 - January 2014
Keystone Financial Management May 2010 - June 2011
Skills
Medical Devices
Education
Penn State University 2005 — 2010
Bachelor's degree, Economics
D&B February 2011 - Present
Dun & Bradstreet February 2011 - Present
Famous Smoke Shop August 2009 - October 2010
Keystone Financial Management October 2007 - June 2009
Dun & Bradstreet April 2002 - August 2005
Education
Penn State University 2002 — 2006
Finance, Finance
The Pennsylvania State University, Smeal College of Business, University
Bachelor of Science, Finance
Fisher College of Business at Ohio State Universuty August 2013 - Present
Click on Help Group August 2012 - July 2013
Keystone Financial Management April 2012 - July 2012
Skills
Strong communication, Knowledge of SAP..., CCH Research, GAAP Research, Logistics, Management Experience
Education
The Ohio State University - The Max M. Fisher College of Business 2013 — 2014
Masters of Accountancy, Accounting
Muhlenberg College 2008 — 2012
Bachelor of Arts (B.A.), Accounting and Business/Management
Emmaus Police Department February 2012 - Present
Allentown Police Reserve September 2011 - Present
Pawsitivey Purrfect January 2011 - Present
Penn Windows, Doors & Siding January 2012 - March 2013
Keystone Financial Management September 2007 - January 2012
Pfizer November 1988 - March 2007
Skills
Pharmaceutical Sales, Small Business Marketing, Customer Service, Leadership, Marketing, Sales, Sales Management, New Business Development, Team Building, Strategic Planning, Healthcare, Microsoft Word, Public Speaking
Education
Penn State University
Bachelor of Business Administration (B.B.A.), Marketing