Legend Financial Advisors, Inc.
Address: 5700 Corporate Dr Suite 350, Pittsburgh, PA 15237 Hours: Closed ⋅ Opens 9AM Thursday9AM–5PMFriday9AM–5PMSaturdayClosedSundayClosedMonday9AM–5PMTuesday9AM–5PMWednesday9AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (412) 635-9210Category: : : Place name: : : Website: : : Website: http://www.legend-financial.com/ Category: Financial Planner 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. Questions & answers Ask a questionBe the first to ask a questionPopular times Thursdays MondaysTuesdaysWednesdaysThursdaysFridaysSaturdaysSundaysBased on visits to this place. 6 AM: 6a9a12p3p6p9p12a3a6a9a12p3p6p9p12a3a6aClosed Sundays—pick another dayNot enough data yet for FridaysClosed Saturdays—pick another dayHistogram showing popular times on MondaysHistogram showing popular times on TuesdaysHistogram showing popular times on WednesdaysHistogram showing popular times on Thursdays Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Legend Financial Advisors, Inc.® Posting publicly on the Web Write a review Reviews Be the first to review Latest PostsPosts from Legend Financial Advisors, Inc.® View previous posts on Google
Legend Financial Advisors, Inc. List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Legend Financial Advisors, Inc.. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Legend Financial Advisors, Inc. Employees
DICK'S Sporting Goods April 2015 - Present
DICK'S Sporting Goods August 2013 - April 2015
Dick's Sporting Goods July 2012 - August 2013
DynaVox Technologies July 2010 - July 2012
Leed's January 2007 - July 2010
Leed's March 2006 - January 2007
Legend Financial Advisors, Inc. May 2005 - March 2006
Skills
Merchandising, Product Development, Excel, Category Management, Vendor Relations, Competitive Analysis, Pivot Tables, Global Sourcing, Management, Cross-functional Team..., Microsoft Excel, Marketing Management, Marketing, Marketing Strategy, Product Launch, Advertising, Retail, Sales, Strategy, Leadership, Pricing, Product Marketing
Education
Duquesne University 2001 — 2005
Bachelor of Science in Business Administration, Technology Marketing
GetAbby March 2015 - Present
Millennium Pharmacy Systems Inc. May 2013 - March 2015
PNC Bank May 2011 - May 2013
Legend Financial Advisors, Inc. April 2010 - May 2011
Skills
SDLC, Visio, Process Improvement, Business Analysis, SharePoint, Vendor Management, Requirements Gathering, Management, Requirements Analysis, Stakeholder Management, HP Quality Center, Leading Meetings, Analysis, Business Requirements, Customer Service, E-commerce
Education
Duquesne University 2007 — 2011
Bachelor's degree, Management Information Systems, General
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates March 2013 - October 2013
Frenkel Benefits, LLC May 2010 - October 2012
Legend Financial Advisors, Inc. October 2007 - May 2010
Legend Financial Advisors, Inc. October 2007 - May 2010
Legend Financial Advisors, Inc. September 2004 - October 2007
Skills
Microsoft Office, Marketing Communications, Social Media, Customer Service, Online Advertising, Outlook, Social Media Marketing, InDesign, Photoshop, Illustrator, Acrobat Professional, PowerPoint, ACT!, Camtasia, Advertising, Employee Benefits, Training, Public Relations
Education
Duquesne University 2001 — 2003
M.A. in Liberal Arts, Corporate Communications, Multimedia
University of Pune 1996 — 2000
Bachelor of Commerce (B.Com.), Economics
The Ayco Company, L.P., a Goldman Sachs Company January 2013 - Present
BNY Mellon December 2012 - Present
Robert Morris University August 2008 - December 2012
Legend Financial Advisors, Inc. May 2010 - July 2012
Skills
Strategic Financial..., Finance, Microsoft Excel, PowerPoint, Financial Analysis, Access, Microsoft Office, Microsoft Word, Time Management, Customer Service, Financial Reporting, Analysis
Education
Robert Morris University 2008 — 2012
BSBA, Finance
Robert Morris University 2008 — 2012
Bachelor of Science, Business Administration; Finance
Duquesne University November 2012 - Present
Legend Financial Advisors, Inc. January 2011 - November 2012
Legend Financial Advisors, Inc. May 2009 - December 2010
Skills
Higher Education, Financial Reporting, Planning Budgeting &..., Budget Forecasts, Budget Monitoring, Cost Projections, Capital Budgeting, Capital Project Analysis, Capital Project Planning, Department Budgeting, Personal Budgeting, Accounting, Financial Analysis, PowerPoint, Microsoft Excel, Microsoft Word, Access, Investment Performance, Investment Management, Asset Managment, Investments, Portfolio Management, Sports Coaching, Volunteering, Dataload, Morningstar, Cognos
Education
Duquesne University Palumbo Donahue School of Business 2015 — 2016
Master of Business Administration (M.B.A.)
Duquesne University 2008 — 2010
Bachelor of Science (BS), Finance
Lafayette College 2006 — 2008
Economics and Business
BNY Mellon April 2013 - Present
BNY Mellon January 2012 - April 2013
BNY Mellon September 2010 - January 2012
Legend Financial Advisors, Inc. April 2008 - August 2008
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Customer Service, Microsoft Word, Social Media, Social Media Marketing, Event Planning, Data Analysis, Outlook, Marketing Communications, Time Management
Education
University of Pittsburgh
Bachelor of Business Administration (B.B.A.), Specialized Sales, Merchandising and Marketing Operations
S&T Trust March 2011 - Present
Careers in Transition Support and Networking Group November 2010 - Present
First Commonwealth Bank April 2006 - October 2010
Legend Financial Advisors, Inc. June 2004 - April 2006
Skills
Wealth Management, Investments, Estate Planning, Retirement Planning, Asset Management, Finance, Investment Management, Wealth, Management, Investment Advisory, CRM, Accounting, Financial Advisory, Trusts, IRAs, Portfolio Management, Banking
Education
American University 1982 — 1985
BS/BA, Finance
American University - Kogod School of Business 1982 — 1985
BS/BA, Finance
Harford Community College 1981 — 1982
Computer Programing
Legend Financial Advisors, Inc. November 2010 - Present
Skills
Dreamweaver, Adobe Creative Suite, Web Design, HTML, MySQL, Web Development, SEO, Email Marketing, Social Media, Social Networking, User Experience, Photoshop, CMS, Editing, Blogging, Joomla, HTML 5, Salesforce.com, Front-end, Google Analytics, Web Analytics, User Interface Design, Marketing, PPC, CSS, Social Media Marketing, Public Relations, Advertising, InDesign
Education
University of Pittsburgh
Bachelor of Arts (BA), Media and Professional Communication: Corporate and Community Relations
J.Crew August 2014 - Present
DICK'S Sporting Goods June 2013 - August 2014
DICK'S Sporting Goods January 2012 - May 2013
DICK'S Sporting Goods April 2010 - December 2011
DICK'S Sporting Goods June 2009 - April 2010
Legend Financial Advisors, Inc. January 2008 - August 2008
Skills
Merchandise Planning, Retail, Merchandising, Inventory Management, Forecasting, Profit, Visual Merchandising, Trend Analysis, CPFR, Inventory Control, Store Management, Sales, Assortment, Apparel, P&L, Customer Service
Education
University of Pittsburgh 2005 — 2009
Finance
Our Lady of the Sacred Heart High School August 2013 - Present
K&L Gates March 2013 - August 2013
K&L Gates March 2010 - February 2013
Legend Financial Advisors, Inc. January 2007 - March 2010
Legend Financial Advisors, Inc. December 2005 - January 2007
Duquesne University June 2005 - August 2005
Duquesne University May 2004 - September 2004
Education
Duquesne University 2005 — 2007
MBA, Marketing
Duquesne University 2002 — 2006
BA, Corporate Communications/Public Relations
Our Lady of the Sacred Heart High School
Legend Financial Advisors, Inc. December 2013 - Present
JKS Financial February 2013 - December 2013
Federated Investors March 2009 - January 2013
VincentStrangioStore January 2002 - February 2012
AllianceBernstein January 1997 - January 2002
AllianceBernstein January 1993 - January 1997
Education
Fairfield University 1987 — 1991
Bachelor of Science (BS), Economics
Bright Horizons September 2014 - Present
Children's Museum of Pittsburgh February 2013 - Present
Crothall Healthcare February 2012 - Present
The Woodlands Foundation September 2012 - December 2012
The Woodlands Foundation March 2012 - August 2012
Achieving in Higher Education with Autism/Developmental Disabilities (AHEADD) February 2010 - May 2012
Legend Financial Advisors, Inc. June 2007 - February 2012
Point Park University September 2007 - May 2011
Pittsburgh Cares July 2010 - August 2010
Skills
Staff Development, Event Planning, Community Outreach, Leadership, Nonprofits, Time Management, Microsoft Office, Microsoft Word, Psychology, PowerPoint, Microsoft Excel, Social Media, Social Networking, Research, Volunteer Management, Newsletters, Early Childhood..., Educational Program..., Child Development
Education
Point Park University 2015 — 2018
Doctor of Philosophy (Ph.D.), Community Engagement
University of Pittsburgh 2011 — 2014
Master of Science (M.S.), Applied Developmental Psychology
Point Park University 2007 — 2011
B.A., Psychology
North Allegheny Sr. High School 2004 — 2007
High School
Mellon Capital July 2014 - Present
Mellon Capital Management July 2011 - July 2014
The Bank of New York Mellon February 2010 - July 2011
Legend Financial Advisors, Inc. January 2007 - August 2007
Skills
Bloomberg, Financial Analysis, Portfolio Management, Fixed Income, Financial Modeling, Finance, Quantitative Analytics, Strategic Planning, Equities, Hedge Funds, Asset Management, Investments, Valuation, Process Improvement, Microsoft Excel, Capital Markets, Alternative Investments
Education
Carnegie Mellon University - Tepper School of Business 2009 — 2012
MBA, Investment Strategy
University of Pittsburgh 2005 — 2009
Bachelor of Science, Business Administration
Construction junction July 2013 - Present
Legend Financial Advisors, Inc. December 2009 - February 2013
Legend Financial Advisors, Inc. December 2008 - December 2009
The Home Depot March 2007 - January 2009
Education
University of Pittsburgh 2007 — 2009
Bachelor of Arts and Sciences, Communications Rhetoric, Corporate - Community Development
YinzCam, Inc. August 2014 - Present
Federated Investors, Inc. June 2012 - August 2014
BNY Mellon August 2011 - June 2012
Legend Financial Advisors, Inc. November 2009 - November 2010
Skills
Economics, Microsoft Excel, Macroeconomics, Analysis, Analytical Skills, Metrics, Statistical Data..., Qualtrics, Finance, Strategic Planning, User Interface Design, Web Design, Statistics
Education
University of Pittsburgh 2007 — 2011
Bachelor of Arts (BA), Economics
Self-Employed October 2013 - Present
SMC Business Councils August 2011 - February 2014
Legend Financial Advisors, Inc. February 2008 - August 2011
Sail & Anchor Publishing, LLC June 2003 - January 2008
TeKo Communications, LLC April 1989 - June 2003
Paul H. Brookes Publishing Company January 1988 - May 1990
International Brotherhood of Teamsters October 1986 - January 1988
70001 Training & Employment Institute June 1985 - October 1986
Skills
Blogging, Proofreading, Editorial, Magazines, Marketing Communications, Feature Articles, Speech Writing, Content Development, Journalism, Content Strategy, Public Speaking, Online Publishing, Newspapers, Nonprofits, Non-profits, Communication Training, Proposal Writing, Corporate Blogging, White Papers, Business Writing, Newspaper, Editing, Email Marketing, Facebook, Advertising, Books, Brochures, Newsletters, Press Releases, Public Relations, Social Media, Media Relations, Marketing, Web Content, Publications, Social Networking, Publishing, Writing, Strategic Planning
Education
Duquesne University 1981 — 1985
BA, Journalism
Elizabeth-Forward High School
Vanguard June 2014 - Present
Vanguard January 2012 - June 2014
Vanguard June 2010 - January 2012
Confluence Capital December 2008 - January 2010
Legend Financial Advisors, Inc. May 2008 - October 2008
Skills
Treasury Management, Separately Managed..., Fund Accounting, Client Relations, Fundamental Analysis, Financial Reporting, Multi-currency..., FX Spot, Financial Analysis, Cost Benefit, Data Analysis, Broker-Dealer Operations, Market Pricing, Smartstream TLM, G/L Reconciliations, Operational Risk..., Corporate Finance, Microsoft Office, Bloomberg Terminal, Series 6, Series 63, DTC, NSCC, Finance, Mutual Funds, Investment Management, Risk Management
Education
Penn State University 2015 — 2018
Master of Business Administration (M.B.A.)
Duquesne University 2006 — 2010
Bachelor's degree, Finance and Financial Management Services
Council Rock High School South 2002 — 2006
Allegheny Financial Group June 2014 - Present
Hastings Do-it Best Hardware May 2007 - October 2014
Legend Financial Advisors, Inc. May 2013 - May 2014
Northwest Savings Bank February 2013 - April 2013
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Bloomberg, Finance, Account Reconciliation, Data Analysis, Strategic Financial..., Investments, Sales, Data Entry, Mutual Funds, Securities, Real Estate, Research
Education
Robert Morris University 2012 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General
Community College of Allegheny County 2010 — 2012
Associate's Degree, General Studies
Herbein + Company, Inc. January 2015 - April 2015
ParenteBeard LLC June 2014 - August 2014
PwC January 2014 - March 2014
Legend Financial Advisors, Inc. May 2013 - November 2013
U.S. Bank May 2012 - August 2012
Skills
Financial Reporting, Financial Analysis, Financial Accounting, Financial Modeling, Accounting, Internal Controls, Auditing, Strategic Financial..., Due Diligence, US GAAP, Microsoft Excel, Sarbanes-Oxley Act, Corporate Finance, GAAP, Internal Audit, Microsoft Office, PowerPoint, Microsoft Word, Time Management, Teamwork, Leadership, Public Speaking, Customer Service, Access
Education
Duquesne University 2011 — 2015
Bachelor's degree, Accounting
Duquesne University 2011 — 2015
Bachelor's degree, Accounting
Tried & True Wood Finishes May 2013 - Present
FBC Chemical Corporation January 2013 - Present
Dick's Sporting Goods October 2011 - January 2013
Dick's Sporting Goods April 2010 - October 2011
Dick's Sporting Goods June 2009 - April 2010
Dick's Sporting Goods June 2008 - August 2008
Legend Financial Advisors, Inc. May 2007 - December 2007
Skills
Retail, Merchandising, E-commerce, Marketing, Business Development, Leadership, Apparel, Forecasting, Visual Merchandising, Trend Analysis, Multi-channel Retail, Inventory Management, Pricing, Sales, Private Label, Inventory Control, Product Development, Marketing Strategy, Negotiation, Purchasing, Assortment, Organic Chemistry, Hygiene, Strategic Thinking
Education
UID 2014 — 2014
University of Pittsburgh 2006 — 2009
Bachelors in Business Administration, Finance, Economics Minor
University of Rochester 2005 — 2006
Economics
Hampton High School 2001 — 2005
NYU Stern School of Business August 2014 - Present
PPG Industries June 2013 - July 2014
PPG Industries April 2013 - May 2013
PPG Industries January 2013 - March 2013
PPG Industries August 2011 - December 2012
PPG Industries November 2009 - July 2011
Bayer March 2009 - November 2009
Clear Count Medical Solutions, Inc. June 2008 - November 2008
Legend Financial Advisors, Inc. January 2008 - April 2008
Ameriprise Financial Services, Inc. May 2007 - December 2007
Skills
Forecasting, Financial Analysis, SAP, Analysis, Finance, Budgets, Internal Controls, Auditing, Access, Variance Analysis, Management, Account Reconciliation
Education
New York University - Leonard N. Stern School of Business 2014 — 2016
Master of Business Administration (MBA)
University of Pittsburgh 2004 — 2008
Bachelor's degree, Finance
University of Pittsburgh 2004 — 2008
Bachelor's degree, Mathematics-Economics
School #9 Tomsk, Russia 1992 — 2002
Elementary/Middle/High School
Vision Benefits of America August 2015 - Present
Vision Benefits Of America April 2015 - August 2015
HealthMarkets December 2014 - April 2015
East Coast Sandwiches 2011 - July 2014
Huntington Insurance November 2008 - July 2011
Northland Public Library Foundation January 2007 - January 2010
Rodgers Insurance Group November 2005 - August 2008
Marsh June 2002 - November 2005
USX January 2001 - June 2002
Legend Financial Advisors, Inc. June 2000 - September 2000
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, Negotiation, Editing, C++, C, Java, Sales, Marketing, Marketing Strategy, Public Relations, Analysis, Account Management, New Business Development, Sales Management, Social Media Marketing, Social Networking, Catering, Risk Management, Employee Benefits, Commercial Insurance, Restaurants, Lead Generation, Property, Direct Sales, Insurance, Business Development, Retail, Fundraising, Event Planning
Education
Duquesne University 1998 — 2002
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Duquesne University
Bachelor of Science Business Management, Business Administration and Management, General
PTHS
RyanSharkey, LLP January 2015 - Present
Duquesne Office of International Programs June 2012 - December 2014
PPL Corporation May 2014 - August 2014
FedEx Services July 2013 - December 2013
Sheridan Broadcasting Corporation January 2013 - June 2013
Pittsburgh Irish Festival June 2012 - August 2012
Legend Financial Advisors, Inc. February 2012 - August 2012
Samuel Geltman & CO, Olympic Gardens January 2008 - January 2011
Skills
Access, Time Management, Leadership, Teamwork, German, PowerPoint, Data Analysis, Outlook, Business Communications, Financial Accounting, Team Leadership, Public Speaking, Project Management, PeopleSoft, Visio, Project Planning, Audit Command Language, International Business, TeamMate, J-SOX, SOX Complaince
Education
Duquesne University 2010 — 2014
Finance, International Business, Senior
National University of Ireland, Galway
International Business, Junior
Legend Financial Advisors, Inc. January 1994 - Present
Smart Divorce Institute, LLC 2013 - Present
Allegheny Financial Group March 1989 - January 1994
Skills
Finance, Financial Advisory, Financial Planning, Investment Advisory, Financial Services, Retirement, Management, Investment Management, Wealth, Social Media
Education
Robert Morris University 1984 — 1986
BS, Business Administration and Management, General
Robert Morris University 1982 — 1985
BSBA, Bachelor of Science degree in Management and an Associate degree in Accounting.
Legend Financial Advisors, Inc. May 2001 - Present
The Ayco Company, L.P. 1998 - 2002
Goldman Sachs 1999 - 2001
Epstein Tabor & Schorr 1998 - 2000
Federated Investors 1996 - 1996
Education
La Roche College 1992 — 1996
Accounting and Management
Bishop McCort
Leadership Development Initiative
Leadership Pittsburgh
Registered Section 529 Plan Consultant through the www.savingforcollege.com Website
Legend Financial Advisors, Inc. June 2015 - Present
Legend Financial Advisors, Inc. December 2013 - May 2015
Diamond Run Golf Club June 2010 - September 2014
Education
University of Pittsburgh 2011 — 2015
Bachelor of Science in Business Administration, Finance, Senior
Fusion Investment Group January 2015 - Present
Mellon Capital June 2013 - August 2013
Oakmont Country Club March 2007 - May 2013
Legend Financial Advisors, Inc. September 2012 - January 2013
Skills
Bloomberg, Time Management, Microsoft Excel, R
Education
New York University 2015 — 2016
Master of Science (MS), Mathematics in Finance
Duquesne University 2011 — 2015
Finance & Math
Ohio National Guard August 2009 - Present
Make A Difference, LLC / CEO February 2005 - Present
Legend Financial Advisors, Inc. April 2006 - April 2008
Skills
Customer Service, Leadership Development, Social Media, Microsoft Office, Leadership, Non-profits, Nutrition, Coaching, Public Speaking, Event Planning, Time Management, Nonprofits, Healthcare, Wellness, Teaching, Team Building, Community Outreach, Training, Social Networking, Fundraising, Small Business, Entrepreneurship
Education
Duquesne University 1998 — 2002
Bachelor of Science, Business Administration
Walsh University 1998 — 1998
F.N.B. Corporation March 2014 - Present
Standish Mellon Asset Management October 2006 - March 2014
Standish Mellon Asset Management June 2005 - October 2006
Standish Mellon Asset Management November 2003 - June 2005
Russell/Mellon Analytical Services July 2002 - November 2003
Legend Financial Advisors, Inc. May 1998 - July 2002
Skills
Fixed Income, Portfolio Management, Asset Management, Bloomberg, Bonds, Investments, Asset Allocation, Investment Management, Alternative Investments, Equities, Hedge Funds, Investment Strategies, Mutual Funds, Trading, Derivatives
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2003 — 2006
Master of Business Administration (MBA)
Indiana University of Pennsylvania 1995 — 1999
Bachelor of Science (BS), Major- Finance, Minor- Economics
Nielsen February 2013 - Present
BodyMedia March 2010 - February 2013
BitArmor Systems, Inc. August 2009 - April 2010
Universal Information Systems May 2009 - August 2009
Pittsburgh Penguins October 2008 - April 2009
Legend Financial Advisors, Inc. November 2007 - August 2008
Pittsburgh East Community Church May 2006 - August 2008
Skills
Social Media, Microsoft Office, Copywriting, Budgets, Forecasting, NetSuite, Marketing Communications, Marketing, Social Media Marketing, Event Planning, Sales, Marketing Strategy, Email Marketing, Market Research, SEO, Public Relations, Lead Generation, Strategy, Event Management, Leadership, Analytics
Education
Duquesne University 2006 — 2009
Bachelor of Science (BS), Business Marketing and Leadership and Change Management
Penn State University 2005 — 2006
Bachelor of Science (BS), Business Marketing
Anderson LeNeave & Co. February 2008 - Present
Banc of America Securities 2006 - 2007
Legend Financial Advisors, Inc. 2003 - 2006
Education
Duquesne University 2001 — 2005
B.S., Finance and Investment Management
Chicago Trading Company February 2009 - Present
Chicago Trading Company June 2008 - August 2008
Legend Financial Advisors, Inc. June 2005 - August 2007
Skills
Quantitative Finance, Proprietary Trading, Derivatives, Volatility Arbitrage, Portfolio Management, Trading Systems, Asset Management, Options, Energy Markets, Market Making, Econometrics, Statistical Data..., Electronic Trading, Financial Markets, Commodity Markets, Financial Modeling, Asset Managment, Investment Selection, Due Diligence, Alternative Investments, VBA, R, Matlab, Volatility
Education
Carnegie Mellon University 2007 — 2008
Master of Science (MS), Computational Finance
Robert Morris University 2005 — 2007
BSBA, Finance / Economics and a Mathematics minor
Legend Financial Advisors, Inc. September 2013 - Present
Carnegie Mellon University October 2009 - September 2013
Carnegie Mellon University April 2008 - September 2009
Finn Chiropractic September 2003 - March 2008
Legend Financial Advisors, Inc. 1998 - 2003
Skills
Security, Information Security, Program Management, Microsoft Office, Contract Management, Project Planning, Project Management, System Administration, Computer Forensics, Project Coordination, Troubleshooting, Information Technology, Salesforce.com...
Education
Robert Morris University 2011 — 2017
BS, Communication and Information Systems, 3.75
Wastequip April 2014 - Present
Pittsburgh Glass Works, LLC August 2011 - April 2014
Pittsburgh Glass Works, LLC March 2010 - August 2011
Pittsburgh Glass Works, LLC March 2009 - March 2010
PPG Industries October 2007 - March 2009
PPG Industries July 2006 - October 2007
PPG Industries February 2005 - July 2006
#1 Choice Real Estate; Broker-1 Realty 2004 - January 2005
Legend Financial Advisors, Inc. 2002 - 2003
Skills
Automotive, Forecasting, Finance, Financial Analysis, Process Improvement, Glass, Financial Reporting, Accounting, Continuous Improvement, Financial Accounting, Sarbanes-Oxley Act, Hyperion Enterprise, Logistics, Accounts Payable, Microsoft Excel, Strategic Financial..., International Joint..., Negotiation, Working Capital..., Strategy, Capital Budgeting, Managerial Finance, Valuation, Financial Modeling, Internal Controls, Staff Development, Budgets, Cross-functional Team..., Cost Accounting, Strategic Planning, Management, Variance Analysis, Manufacturing, Budgeting, Leadership, Team Building
Education
Penn State University 2009 — 2011
MBA, Business
Duquesne University 2001 — 2004
BS, Finance; Investment Management
EQT Corporation February 2015 - Present
Stratos Wealth Partners July 2013 - February 2015
The Bank of New York Mellon May 2013 - July 2013
Legend Financial Advisors, Inc. August 2005 - February 2013
Superior Court of Pennsylvania January 1988 - December 2002
University of Pittsburgh Katz Graduate School of Business March 1987 - January 1988
Skills
PowerPoint, Editing, Microsoft Excel, Microsoft Office, Microsoft Word, Customer Service, Outlook, Access, Proofreading, Marketing Communications, Newsletters, Event Planning, Marketing
Education
Geneva College 2009 — 2011
Bachelor's Degree
Duquesne University
Carnegie Mellon University
Waldron Private Wealth April 2015 - Present
Waldron Private Wealth March 2011 - Present
Legend Financial Advisors, Inc. August 2004 - March 2011
Skills
Investment Management, Asset Allocation, Due Diligence, Wealth Management, Investment Strategies
Education
Duquesne University
Finance
Temple Hills Country Club November 2013 - Present
ClubCorp - Rivers Club September 2012 - May 2013
Duquesne University August 2010 - May 2013
Federated Investors, Inc. November 2011 - May 2012
Legend Financial Advisors, Inc. October 2010 - November 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, Photoshop, Teaching, HTML, Budgets, Public Speaking, Editing, Strategic Planning, Negotiation, Java, Event Planning, Marketing Communications, Social Media Marketing, Leadership Development, Wedding Planning, Fitness Instruction, Public Relations, Social Media, Social Networking, Fundraising, Marketing
Education
Duquesne University 2010 — 2012
Master of Arts (M.A.), Integrated Marketing Communications
Penn State University 2005 — 2009
Bachelor of Arts (B.A.), Broadcast Journalism
Seagate Technology May 2015 - August 2015
NYSE June 2015 - June 2015
Legend Financial Advisors, Inc. June 2014 - August 2014
Legend Financial Advisors, Inc. September 2012 - September 2013
Skills
Microsoft Excel, Public Speaking, Research, Bloomberg Terminal, Microsoft Office, Sarbanes-Oxley Act, SOX 404, Internal Controls, Tableau, Document Management, Financial Analysis, Salesforce.com, Google Docs, Marketing Communications, Microsoft Word, Stock Research, Business Writing
Education
Villanova University 2014 — 2017
Bachelor's Degree, Finance with Minors in Business Law and Philosophy, GPA: 3.48
University of Delaware 2013 — 2014
Bachelor's Degree, Accounting and Finance, GPA: 3.62
Hampton High School, Allison Park, PA 2009 — 2013
High School, GPA: 4.14
University of Pittsburgh August 2010 - Present
Legend Financial Advisors, Inc. November 2009 - Present
Education
University of Pittsburgh 2008 — 2012
BA, Finance
Nationwide Financial February 2015 - Present
PNC November 2013 - February 2015
Financial Foresight Group, Inc. July 2009 - November 2013
Dollar Bank June 2008 - July 2009
Legend Financial Advisors, Inc. January 2007 - October 2007
Skills
Finacial Management, Portfolio Optimization, Life Insurance, Long-term Care, College Savings Plans, Investment Advisory, Retirement Planning, 401k Rollovers, 401k, Personal Financial..., Portfolio Management, Series 7, Series 66, Finance, Financial Analysis
Education
Robert Morris University 2005 — 2007
Bachelor of Science (B.S.), Finance
Slippery Rock High School 1996 — 2000
University of Pittsburgh
Somerset Outdoor Equipment May 2011 - Present
Legend Financial Advisors, Inc. January 2010 - September 2010
Education
Robert Morris University 2007 — 2011
Bachelor of Science (BS), Accounting and Finance