Lehigh Valley Financial Group
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Lehigh Valley Financial Group Employees
Mariner Finance April 2013 - Present
Springleaf Financial Services June 2008 - April 2013
Lehigh Valley Financial Group January 2008 - May 2008
National Penn Bank December 2006 - January 2008
Skills
Underwriting, Credit Analysis, Credit, Banking, Loans, Insurance, Loan Origination, Mortgage Lending, Loan Servicing, Sales, Consumer Lending, New Business Development, Customer Service, Credit Risk, Branch Management, Relationship Management, Risk Management, Refinance, Loss Mitigation, Financial Risk, Financial Services, Team Building, Leadership, Portfolio Management, Management, Finance
Education
University of Pittsburgh 2001 — 2005
Bachelor of Arts, Management, Marketing
Meier & Dutch Wholesale Cigar November 2012 - Present
Cigars International August 2011 - November 2012
Supermedia March 2011 - May 2011
Nationwide Financial Network November 2005 - October 2010
Lehigh Valley Financial Group December 2003 - November 2005
Self - employed June 2003 - December 2003
Legg Mason Wood Walker December 2001 - June 2003
Summit Financial Resources September 1998 - December 2001
Moravian College May 1997 - July 1998
Circuit City Stores March 1996 - May 1997
Skills
Strategic Financial..., Investments, Time Management, Retirement Planning, Insurance, Wealth Management, Asset Managment, Portfolio Management, Fixed Annuities, Estate Planning, Mutual Funds, Risk Management, Series 7, Life Insurance, Financial Analysis, Investment Advisory, Retirement, Financial Planners, Marketing, Employee Benefits
Education
Moravian College 1996 — 1998
MBA
Lehigh University 1985 — 1989
BS; MBA, Finance
Guardian Life September 2013 - Present
Lehigh Valley Financial Group February 2010 - September 2013
Merrill Lynch March 2009 - February 2010
UBS Wealth Management August 2007 - February 2009
Canon USA February 2001 - May 2007
Education
DeSales University 2004 — 2006
MBA, Finance
University at Albany, SUNY 1993 — 1997
BA, History
Mannington Commercial Flooring January 2015 - Present
Tom Adams Windows and Carpets January 2014 - November 2014
Power Home Remodeling Group June 2012 - February 2013
The Nielsen Company October 2010 - May 2012
Lehigh Valley Financial Group May 2009 - December 2010
The Home Depot October 2009 - October 2010
Albright College August 2006 - May 2009
The Horsham Clinic Psychiatric Hospital May 2008 - August 2008
Skills
Sales, Training, Project Management, Customer Service, Conflict Resolution, Statistics, Applied Behavior..., Peer Mediation, Field Research, Staff Development, PowerPoint, Management, Market Research, Recruiting, Social Networking, Public Speaking
Education
Albright College 2005 — 2009
Bachelor of the Arts, Psychology and Criminology
Honesdale High School 2001 — 2005
HS Diploma
IBN Financial Services January 2015 - Present
Financial Planners Group of America July 2013 - January 2015
Lehigh Valley Financial Group August 2011 - August 2012
Morgan Stanley Smith Barney April 2010 - June 2011
Russell Investments 2008 - 2009
Russell Investments 2002 - 2009
Russell Investments 2004 - 2008
Russell Investments 2002 - 2004
Skills
Financial Planners, Estate Planning, Retirement, Analysis, Portfolio Management, Retirement Planning, Mutual Funds, Finance, Equities, Wealth Management, Investment Strategies, Asset Management, Employee Benefits, Asset Allocation, Budgets
Education
New York University - Leonard N. Stern School of Business 1999 — 2001
MBA, Finance and Statistics & Operations Research
James Madison University 1989 — 1993
Bachelor of Science, Mathematics
Team Beachbody June 2010 - Present
Lehigh Valley Financial Group June 2009 - January 2010
Keller Williams June 2005 - August 2008
Princeton University January 1998 - January 2004
Skills
Project Planning, Coaching, Event Management, Fitness, Sports, Leadership Development, Wellness, Training, Healthcare, Social Networking, Nutrition, Fundraising, Event Planning, Entrepreneurship, Public Speaking, Customer Service
Education
Lehigh University 1997 — 1999
B.A, Political Science
Lehigh Valley Financial Group July 2012 - Present
Maxim Group November 2007 - July 2010
Gilford Securities February 2004 - November 2007
Skills
Series 7, Mutual Funds, Series 63, Wealth Management, Retirement Planning, Investments, Series 24, Fixed Annuities, Portfolio Management, Strategic Financial..., Securities, FINRA, ETFs, Bloomberg, Equities, Asset Managment, Fixed Income, Bloomberg Terminal, Investment Management, Financial Analysis
Education
University of Phoenix 2011 — 2013
Associate's degree, Finance, General
ADP 2013 - Present
Lehigh Valley Financial Group May 2012 - August 2012
Nittany Notes January 2012 - May 2012
Michael Kors May 2011 - August 2011
HealthQuest of Hunterdon June 2010 - August 2010
Skills
Written & Oral..., Rhetoric, Strategic Communications, Persuasive Presentation..., Recruiting, Sales, Negotiation, Social Media, Microsoft Office, PowerPoint, Public Speaking, Microsoft Word, Facebook, Research, Microsoft Excel, Editing, Social Networking, Teamwork, Critical Thinking, Articulate Communicator, Credibility, ADP Payroll, New Business Development, B2B, Leadership, Human Resources, Customer Service
Education
Penn State University
Bachelor of Arts (B.A.), Communication Arts and Sciences
Lehigh Valley Financial Group June 2012 - Present
Internal Revenue Service 2008 - 2009
Education
Bloomsburg University of Pennsylvania 2005 — 2009
Bachelor of Business Administration (B.B.A.), Finance, General
ADP June 2012 - Present
ADP Retirement Services May 2011 - Present
East Penn Financial Group an Office of MetLife May 2009 - May 2011
Lehigh Valley Financial Group 2008 - 2009
First Hallmark Mortgage 2006 - 2009
Skills
Retirement Planning, Retirement, Finance, Series 63, Financial Services, Loans, Portfolio Management, Insurance, Investments, Securities, Mortgage Lending, Real Estate, FINRA, Options, 401k, ADP Payroll, Salesforce.com, Uniform Combined State..., Employee Benefits, Series 7, Customer Retention, Customer Service, New Business Development, Mutual Funds, Strategic Financial..., Fixed Annuities, Wealth Management, Team Building, Series 6, ARPC Certificatino
Education
Northampton Community College 1987 — 1989
Finance, General, Dean's List All Semesters
Covington High
Covington High
Covington High
Covington High
Clear Channel Airports January 2012 - Present
Clear Channel Airports March 2011 - February 2013
Lehigh Valley Financial Group 2005 - April 2011
United Way April 2010 - August 2010
Bloomsburg University August 2009 - August 2010
Skills
Advertising, Public Relations, Marketing Communications, Event Planning, Microsoft Office, Social Networking, Lead Generation, Press Releases, New Business Development, Project Management, Digital Media, Sales, Social Media Marketing, Marketing, Marketing Strategy, Email Marketing, Online Advertising, Digital Marketing, Business Development, Social Media
Education
Bloomsburg University of Pennsylvania 2009 — 2010
MBA
Bloomsburg University of Pennsylvania
BSBA, Marketing
Legacy Planning Partners June 2008 - Present
Lehigh Valley Financial Group June 2007 - June 2008
AXA February 2006 - May 2007
Sigma Financial September 2000 - July 2005
Skills
Strategic Financial..., Finance, Wealth Management, Retirement Planning, Financial Analysis, Investments, Series 7, Asset Allocation, Mutual Funds, Estate Planning, Securities, Retirement, Series 24, Financial Services, Insurance, Financial Advisory, Management, Risk Management, Portfolio Management, Series 63, Asset Management, Investment Strategies, Disability Insurance
Education
Lehigh University - College of Business and Economics 1998 — 2000
MBA, Finance
Millersville University of Pennsylvania 1993 — 1998
BS, Accounting and Management
Exel December 2014 - Present
Exel June 2013 - December 2014
Papavero Villa Rentals January 2013 - April 2013
The Hillside School September 2012 - December 2012
Lehigh Valley Financial Group July 2012 - October 2012
Step in 4 Mor May 2011 - August 2011
Skills
PowerPoint, Supply Chain Management, Public Speaking, Financial Analysis, Operations Management, Logistics, Logistics Management
Education
Muhlenberg College 2009 — 2013
Bachelor of Arts (B.A.), Business Administration and Management, General
Maastricht University
International Business, International business exchange program
Merrill Lynch January 2015 - Present
Robert Half Technology February 2014 - January 2015
Iron Mountain March 2013 - February 2014
Normal CornBelters February 2012 - August 2012
Lehigh Valley Financial Group October 2011 - February 2012
Arizona Diamondbacks June 2011 - February 2012
Skills
Facebook, Sports, PowerPoint, Baseball, Microsoft Excel, Sales, Risk Management, Social Media Marketing, Insurance, Marketing, Microsoft Word, Strategy, Recruiting, Management, CRM, Firewalls, Social Media
Education
Lehigh University 2007 — 2011
B.S. Business and Economics
PPL solutions December 2011 - Present
Wells Fargo Bank February 2010 - November 2011
Hospital Central Services Corporation May 2008 - August 2008
Miller Keystone Blood Center May 2008 - August 2008
Lehigh Valley Financial Group May 2007 - August 2007
Skills
Series 7, Portfolio Management, Series 63, Investments, Financial Analysis, Wealth Management, Mutual Funds, Strategic Financial..., Retirement Planning, Asset Managment, Finance, Investment Management
Education
Bloomsburg University of Pennsylvania 2005 — 2009
Bachelor of Science in Business Administration, Finance
Parkland High School 2001 — 2005
The Pie Bird Bakery November 2008 - Present
PNC GIS August 2005 - November 2008
Lehigh Valley Financial Group July 2002 - August 2005
Education
Cedar Crest College 1998 — 2003
Bachelor's of Science, Business Administration/ Finance
University of Oklahoma 1989 — 1993
Music Education, Music Education
Lehigh Valley Financial Group December 2005 - Present
Education
Cedar Crest College
Lehigh Valley Financial Group April 2013 - September 2013
Lehigh Valley Financial Group October 1990 - March 2006
Education
Cedar Crest College
Psych & Business