Keystone Financial Management

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Keystone Financial Management Employees

Employee
Years
Job
Industry
Eric Nikles Eric Nikles Allentown, Pennsylvania Area Details
Eric Nikles's Keystone Financial Management Experience January 2013 - Present
Job Investment Advisor Representative
Industry Financial Services
Experience
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

Michael Hilbert II Michael Hilbert II Harrisburg, Pennsylvania Area Details
Michael Hilbert II's Keystone Financial Management Experience February 2010 - February 2011
Job Senior Finance and Risk Analyst at Shipley Energy
Industry Oil & Energy
Experience
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

William Lorenz, CLU, ChFC William Lorenz, CLU, ChFC Greater Philadelphia Area Details
William Lorenz, CLU, ChFC's Keystone Financial Management Experience January 1992 - December 2011
Job President and CEO | Educators First Financial of Pennsylvania
Industry Financial Services
Experience
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

Samantha Puskar Samantha Puskar Hazleton, Pennsylvania Details
Samantha Puskar's Keystone Financial Management Experience July 2011 - January 2014
Job Sales Service Associate for Kraft at Genpact Inc.
Industry Financial Services
Experience
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

Austin Fritz Austin Fritz Greater New York City Area Details
Austin Fritz's Keystone Financial Management Experience June 2012 - August 2012
Job Fellow at Math for America
Industry Primary/Secondary Education
Experience
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

Michael Horwath Michael Horwath Conshohocken, Pennsylvania Details
Michael Horwath's Keystone Financial Management Experience July 2011 - March 2014
Job Internal Account Executive at SEI
Industry Financial Services
Experience
SEI  April 2014 - Present
Keystone Financial Management   July 2011 - March 2014

Education
University of Pittsburgh   2007 — 2011
Bachelor of Science (B.S.), Finance

Michael A Amadoro, CLTC Michael A Amadoro, CLTC Archbald, Pennsylvania Details
Michael A Amadoro, CLTC's Keystone Financial Management Experience 2008 - Present
Job Registered Representative at Keystone Financial Management
Industry Financial Services
Experience
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

Samuel Goodman Samuel Goodman South Hadley, Massachusetts Details
Samuel Goodman's Keystone Financial Management Experience May 2012 - July 2012
Job Staff Accountant Temp. at Berkshire Bank
Industry Accounting
Experience
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

Tim Frey Tim Frey Bethlehem, Pennsylvania Details
Tim Frey's Keystone Financial Management Experience December 2010 - March 2012
Job Owner / Chef at Cherry Lane Cafe
Industry Restaurants
Experience
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

Erika Klotz Erika Klotz Bethlehem, Pennsylvania Details
Erika Klotz's Keystone Financial Management Experience 2008 - 2010
Job Baking & Pastry Arts
Industry Food & Beverages
Experience
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

Joshua Gebec Joshua Gebec Bethlehem, Pennsylvania Details
Joshua Gebec's Keystone Financial Management Experience February 2010 - May 2010
Job Engineer at US Army
Industry Military
Experience
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

Rosita Alicea Rosita Alicea Washington D.C. Metro Area Details
Rosita Alicea's Keystone Financial Management Experience February 2008 - December 2009
Job Project Manager at DC Government Department of Employment Services
Industry Research
Experience
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

Nicole Thomsen Nicole Thomsen Washington D.C. Metro Area Details
Nicole Thomsen's Keystone Financial Management Experience May 2007 - December 2007
Job Recruiting Manager at 2U
Industry Education Management
Experience
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

Gregory Griffiths Gregory Griffiths Hershey, Pennsylvania Details
Gregory Griffiths's Keystone Financial Management Experience March 2005 - August 2006
Job Production Supervisor at The Hershey Company
Industry Consumer Goods
Experience
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

JoAnn Male JoAnn Male Nazareth, Pennsylvania Details
JoAnn Male's Keystone Financial Management Experience 2008 - 2012
Job Guardian IL Special Services
Industry Insurance
Experience
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

John Rimm John Rimm Allentown, Pennsylvania Details
John Rimm's Keystone Financial Management Experience October 1993 - August 2010
Job Senior Partner at Quantum Financial Management
Industry Financial Services
Experience
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

Brian J Smith Brian J Smith Greater Philadelphia Area Details
Brian J Smith's Keystone Financial Management Experience August 2004 - 2012
Job Vice President/Financial Advisor at QNB Financial Services
Industry Financial Services
Experience
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...

Denise Kowitz Denise Kowitz Bethlehem, Pennsylvania Details
Denise Kowitz's Keystone Financial Management Experience September 2005 - June 2007
Job Managing Director, COO, CCO
Industry Financial Services
Experience
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

Scott Matchette Scott Matchette Allentown, Pennsylvania Area Details
Scott Matchette's Keystone Financial Management Experience May 2008 - October 2009
Job Financial Analyst at Lutron Electronics
Industry Marketing and Advertising
Experience
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

Amber Nikles Amber Nikles Allentown, Pennsylvania Area Details
Amber Nikles's Keystone Financial Management Experience July 2011 - Present
Job Director, Operations and Compliance/FSS
Industry Financial Services
Experience
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

Kelly Way Kelly Way Palm City, Florida Details
Kelly Way's Keystone Financial Management Experience March 2009 - December 2010
Job Business Development Manager for Arrigo Automotive Group
Industry Automotive
Experience
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.

Michael Ottinger Michael Ottinger Bethlehem, Pennsylvania Details
Michael Ottinger's Keystone Financial Management Experience May 2010 - June 2011
Job Sr. Materials Management Associate at Aesculap
Industry Biotechnology
Experience
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

Anthony Sauerzopf Anthony Sauerzopf Allentown, Pennsylvania Details
Anthony Sauerzopf's Keystone Financial Management Experience October 2007 - June 2009
Job CSA Finance Operations at D&B
Industry Information Services
Experience
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

Samuel Goodman Samuel Goodman Columbus, Ohio Area Details
Samuel Goodman's Keystone Financial Management Experience April 2012 - July 2012
Job Student at Fisher College of Business at Ohio State Universuty
Industry Accounting
Experience
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

Richard Klotz Richard Klotz Bethlehem, Pennsylvania Details
Richard Klotz's Keystone Financial Management Experience September 2007 - January 2012
Job Officer at Allentown Police Reserve
Industry Law Enforcement
Experience
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