LIberty Wealth Management
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LIberty Wealth Management Employees
TIES August 2015 - Present
TIES June 2015 - August 2015
The College of St. Scholastica August 2014 - May 2015
Thomson Reuters June 2014 - August 2014
The College of St. Scholastica May 2014 - May 2014
Liberty Wealth Management January 2014 - April 2014
Citon Computer Corp June 2013 - January 2014
The College of St. Scholastica September 2013 - December 2013
CSS Computer Help Desk April 2012 - December 2013
The College of St. Scholastica September 2011 - December 2013
Skills
Teaching, Mathematics, Russian, Data Analysis, Science, Tutoring, C++, Calculus, Mathematical Modeling, Mathematica, E-Learning, Java, Programming, Numerical Analysis, Critical Thinking, Editing
Education
The College of St. Scholastica 2011 — 2015
Bachelor of Arts (BA), Mathematics
American University 2014 — 2014
Washington Semester Program, Spring 2014, Global Economics & Business
The White Mountain School 2009 — 2011
Southern Illinois University August 2013 - August 2014
Liberty Wealth Management August 2012 - May 2013
Southern Illinois Miners Baseball Team May 2011 - October 2011
Skills
Marketing, Time Management, Facebook, Social Media Marketing, PowerPoint, Microsoft Office, Leadership, Customer Service, SPSS, Microsoft Excel, Social Media, Event Management, Marketing Communications, Event Planning, Access, Sales, Marketing Strategy, Twitter, Facebook Marketing, WordPress, Social Media Blogging, Social Media Advertising, Microsoft Word, Public Speaking, Social Networking, Teamwork, Research
Education
Grenoble Ecole de Management 2014 — 2015
Master's Degree, Business Administration and Management
Southern Illinois University, Carbondale 2013 — 2014
Master of Business Administration (M.B.A.), Marketing, 3.5
Southern Illinois University, Carbondale 2009 — 2013
Bachelor of Science in Marketing, Marketing, Cum Laude
Grenoble Ecole de Management - Grenoble Graduate School of Business 2012 — 2012
International Business Strategy
Susquehanna International Group, LLP (SIG) June 2015 - Present
Susquehanna International Group, LLP (SIG) August 2014 - June 2015
Susquehanna International Group, LLP (SIG) June 2013 - August 2013
Trilogy Capital July 2012 - August 2012
LIberty Wealth Management July 2011 - August 2011
Skills
Financial Modeling, Data Analysis, Microsoft Excel, Economics, Financial Analysis, PowerPoint, Bloomberg, Python
Education
Moravian Academy 2006 — 2010
High School
University of Pennsylvania - The Wharton School 2010 — 2014
Bachelor of Science (B.S.), Economics
LCG Advisors September 2014 - December 2014
GTE Financial May 2014 - August 2014
First-Knox National Bank August 2012 - July 2013
American University January 2011 - May 2012
Kenyon College August 2008 - May 2012
Kenyon Black Student Union (BSU) March 2011 - March 2012
Kenyon College August 2011 - August 2011
Kenyon College June 2011 - August 2011
Liberty Wealth Management September 2010 - December 2010
Kenyon College October 2009 - December 2009
Skills
Economics, Analysis, Research, SPSS, Stata, Leadership, Statistics, Microsoft Excel, Financial Analysis, PowerPoint, Public Speaking, Microsoft Office, Fundraising, Data Analysis, Non-profits, Microsoft Word, International Relations, Finance, Community Outreach, Teamwork, Financial Reporting, R, Program Management, Program Development, FAMAS, SAP ERP, Access, Salesforce.com, Nonprofits
Education
University of Tampa - John H. Sykes College of Business 2013 — 2015
Master of Science, Finance, GPA 3.9/4.0
Kenyon College 2008 — 2012
BA, Economics, GPA 3.4/4.0
American University 2010 — 2010
International Economics, Business and Trade, GPA 3.9/4.0
Armand Hammer United World College 2006 — 2008
International Baccalaureate
Kutama College 2002 — 2006
Liberty Wealth Management December 2013 - Present
American Cancer Society February 2013 - November 2013
Southern Illinois University November 2011 - December 2012
Marion High School June 2012 - November 2012
Southern Illinois University May 2012 - August 2012
Skills
Team Building, Higher Education, Public Speaking, Teaching, Event Planning, Microsoft Office, PowerPoint, Sports Management, Social Media
Education
Southern Illinois University, Carbondale 2011 — 2012
M.S.Ed, Sports Administration
Southern Illinois University, Carbondale 2007 — 2011
B.S.Ed, Exercise Science
LIberty Wealth Management May 2012 - Present
Premier Designs Jewelry February 2012 - Present
LIberty Wealth Management May 2012 - January 2013
Skills
B2B, Salesforce.com, Microsoft Office, Microsoft Word, Sales, compliance, recruiting, payroll management, Supervising, Operations Management, Coaching, Customer Satisfaction, Customer Service, Leadership, Marketing, Payroll, Team Building, Time Management, Training, Recruiting
Education
Kutztown University of Pennsylvania 2004 — 2008
Bachelor of Science, Business Management
Metro Beauty Academy 2009 — 2010
Licensed Cosmetologist, Cosmetology
Enterprise Rent-A-Car May 2015 - August 2015
Parfums Christian Dior February 2015 - May 2015
Bare Escentuals May 2014 - February 2015
Liberty Wealth Management September 2014 - December 2014
Sephora November 2013 - January 2014
South Moon Under September 2012 - August 2013
WFT Engineering Inc June 2012 - August 2012
Library of Congress June 2011 - August 2011
Skills
Financial Services, Wealth Management, Wealth Management..., Sales Management, Team Management, Leadership, Team Leadership, Customer Service, Retail Sales
Education
University of Maryland College Park 2013 — 2016
Bachelor's Degree, Business Finance
Poolesville High School 2009 — 2013
High School Diploma, Humanities Magnet Program
Liberty Wealth Management January 2013 - Present
Morgan Stanley Wealth Management August 2009 - January 2013
Wachovia January 2003 - July 2009
Education
Bucknell University 1997 — 2002
BSBA, Business Management
Liberty Wealth Management January 2008 - Present
Bethlehem Catholic Wrestling 2010 - 2011
Lehigh Valley Wealth Management LLC November 1997 - March 2008
Baron Consulting Group March 1992 - November 1997
Skills
Marketing, Wealth Management, Small Business, Coaching, New Business Development, Finance
Education
Bloomsburg University of Pennsylvania 1986 — 1990
BS, Marketing
Dieruff
CIBC 2013 - Present
CIBC Wood Gundy 2007 - 2013
PWM Capital Inc. 2006 - 2007
Liberty Wealth Management 2004 - 2006
TD Waterhouse Investment Advice 2000 - 2003
TD Evergreen Investment Services Inc. 1999 - 2000
TD Evergreen Investment Services Inc. 1998 - 1999
TD Evergreen Investment Services Inc. 1996 - 1998
Midland Walwyn Capital Inc. 1991 - 1996
Dean Witter Reynolds Canada Inc. 1989 - 1991
Skills
Estate Planning, Wealth Management, Fixed Income, Asset Management, Management, Leadership, Capital Markets, Finance, Investments, Team Leadership, Portfolio Management, Financial Advisory, Investment Advisory, Wealth, Mutual Funds, Securities, Investment Strategies, Equities, Financial Planning
Education
McGill University 1984 — 1987
B. Comm, Honours Economics
American Sugar Refining Inc June 2015 - Present
Cognitive ventures September 2013 - November 2013
Met Councill June 2013 - September 2013
Pelletier Library, Allegheny College September 2012 - May 2013
Liberty Wealth Management June 2012 - August 2012
Pelletier Library Archives, Allegheny College May 2011 - May 2012
KAIST May 2010 - August 2010
Skills
Pay Close Attention to..., Highly Dedicated, Community Outreach, PowerPoint, Microsoft Word, Typing, Memorization, Time & Attendance, Infrared Spectrum..., Preparation of..., Recrystallization, Acid/Base Extraction, Simple/Fractional..., Nitration, Thin Layer..., Micro/Macro Pipetting, Gel Electrophoresis, Synthetic Organic..., Analytical Chemistry, PCR, Chromatography, Spectrophotometry
Education
Allegheny College 2009 — 2013
Bachelor of Arts (B.A.), Art History
Horace Greeley High School 2005 — 2009
State University of New York College at Purchase
American University
LIberty Wealth Management January 1982 - Present
Skills
Retirement Planning, Alternative Investments, Investment Advisory, protection..., Estate Planning, Retirement, Mutual Funds, Asset Allocation, Asset Management, Fixed Income, Strategic Financial..., Series 7, Wealth Management, Series 63, Fixed Annuities, Securities, Marketing, Certified Financial..., Private Equity, Equities, 401k, Investments
Education
Kutztown University of Pennsylvania 1968 — 1972
Bachelor of Arts (B.A.), Economics