Lehigh Valley Financial Group

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Lehigh Valley Financial Group Employees

Employee
Years
Job
Industry
Sean Wyland Sean Wyland Reading, Pennsylvania Area Details
Sean Wyland's Lehigh Valley Financial Group Experience January 2008 - May 2008
Job Branch Manager at Mariner Finance
Industry Financial Services
Experience
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

Nicholas Pitsilos Nicholas Pitsilos Bethlehem, Pennsylvania Details
Nicholas Pitsilos's Lehigh Valley Financial Group Experience December 2003 - November 2005
Job Account Manager at Meier & Dutch Wholesale Cigar
Industry Tobacco
Experience
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

Thomas Fulfaro Thomas Fulfaro Allentown, Pennsylvania Area Details
Thomas Fulfaro's Lehigh Valley Financial Group Experience February 2010 - September 2013
Job Registered Principal, National Control Office at Guardian Life
Industry Financial Services
Experience
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

Thomas Koop, Jr. Thomas Koop, Jr. Catasauqua, Pennsylvania Details
Thomas Koop, Jr.'s Lehigh Valley Financial Group Experience May 2009 - December 2010
Job MSM MidAtlantic Mannington Commercial Flooring
Industry Marketing and Advertising
Experience
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

Wayne Lomicky, CFA Wayne Lomicky, CFA Scotrun, Pennsylvania Details
Wayne Lomicky, CFA's Lehigh Valley Financial Group Experience August 2011 - August 2012
Job Executive Vice President Operations, Financial Planners Group of America
Industry Financial Services
Experience
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

David Finkbeiner David Finkbeiner Allentown, Pennsylvania Area Details
David Finkbeiner's Lehigh Valley Financial Group Experience June 2009 - January 2010
Job Independent Coach at Team Beachbody
Industry Health, Wellness and Fitness
Experience
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

Monique Merino Monique Merino Allentown, Pennsylvania Details
Monique Merino's Lehigh Valley Financial Group Experience July 2012 - Present
Job Registered Client Associate at Wells Fargo Advisors
Industry Financial Services
Experience
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

Allison Plushanski Allison Plushanski Allentown, Pennsylvania Area Details
Allison Plushanski's Lehigh Valley Financial Group Experience May 2012 - August 2012
Job Small Business Payroll & HR District Manager at ADP
Industry Human Resources
Experience
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

Justin Rich Justin Rich Center Valley, Pennsylvania Details
Justin Rich's Lehigh Valley Financial Group Experience June 2012 - Present
Job Financial Services Professional at MassMutual Financial Group
Industry Financial Services
Experience
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

AJ Lehman AJ Lehman Allentown, Pennsylvania Area Details
AJ Lehman's Lehigh Valley Financial Group Experience 2008 - 2009
Job Taking a thoughtful approach to help all employers and employees achieve the retirement they deserve
Industry Financial Services
Experience
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

Faith Roland Quilling Faith Roland Quilling Allentown, Pennsylvania Details
Faith Roland Quilling's Lehigh Valley Financial Group Experience 2005 - April 2011
Job ClearVision Business Development at Clear Channel Airports
Industry Marketing and Advertising
Experience
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

Mark Druckenmiller, CFP®, ChFC® Mark Druckenmiller, CFP®, ChFC® Greater Philadelphia Area Details
Mark Druckenmiller, CFP®, ChFC®'s Lehigh Valley Financial Group Experience June 2007 - June 2008
Job Director of Financial Planning
Industry Financial Services
Experience
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

Jillian Glen Jillian Glen Mechanicsburg, Pennsylvania Details
Jillian Glen's Lehigh Valley Financial Group Experience July 2012 - October 2012
Job Logistics Coordinator at Exel
Industry Logistics and Supply Chain
Experience
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

Michael Lebo Michael Lebo Greater Philadelphia Area Details
Michael Lebo's Lehigh Valley Financial Group Experience October 2011 - February 2012
Job Financial Solutions Advisor at Merrill Lynch
Industry Financial Services
Experience
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

Ryan Quilling Ryan Quilling Allentown, Pennsylvania Area Details
Ryan Quilling's Lehigh Valley Financial Group Experience May 2007 - August 2007
Job Sales and Analytical Professional
Industry Financial Services
Experience
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

Jamie Heckman Jamie Heckman Allentown, Pennsylvania Area Details
Jamie Heckman's Lehigh Valley Financial Group Experience July 2002 - August 2005
Job Sr. Compliance Specialist at PNC GIS
Industry Investment Management
Experience
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

Lori Sawka Lori Sawka Allentown, Pennsylvania Area Details
Lori Sawka's Lehigh Valley Financial Group Experience December 2005 - Present
Job Agency Supervisory Officer at Lehigh Valley Financial Group
Industry Financial Services
Experience
Lehigh Valley Financial Group   December 2005 - Present

Education
Cedar Crest College

Linda M Kohl Linda M Kohl Allentown, Pennsylvania Area Details
Linda M Kohl's Lehigh Valley Financial Group Experience April 2013 - September 2013
Job Professional
Industry Insurance
Experience
Lehigh Valley Financial Group   April 2013 - September 2013
Lehigh Valley Financial Group   October 1990 - March 2006

Education
Cedar Crest College
Psych & Business