Lighthouse Planning Consultants
Address: 1800 Chapel Ave W #200, Cherry Hill, NJ 08002 Phone: (856) 488-2851: : : Website: : Hours: : : Place name: Category: Website: http://lhplan.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. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Lighthouse Planning Consultants Posting publicly on the Web Write a review Reviews Be the first to review
Lighthouse Planning Consultants List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Lighthouse Planning Consultants. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Lighthouse Planning Consultants Employees
Deloitte July 2014 - Present
Bentley University, University Advancement September 2010 - May 2014
Deloitte June 2013 - August 2013
Integrated Financial Partners January 2013 - May 2013
SunMED Medical May 2012 - September 2012
Lighthouse Planning Consultants May 2012 - August 2012
Skills
Close Attention to..., Organization, Friendly Personality, Time Management, Dedication to..., Microsoft Excel, PowerPoint, Streetscape, Microsoft Word, Outlook, Peachtree, Morningstar, Highly personable, Customer Service
Education
Bentley University 2010 — 2014
Bachelor of Science (B.S.), Finance, General
Universitat Pompeu Fabra 2012 — 2012
Lighthouse Planning Consultants March 2014 - October 2014
Swarthmore Financial Services September 2013 - February 2014
Cabot Lodge May 2012 - August 2012
DVFG Advisors, LLC 2010 - May 2012
PNC Investments 2007 - 2010
Merrill Lynch 2006 - 2007
Skills
Estate Planning, Succession Planning, Long-term Care, Financial Planning, Investments, Life Insurance Planning, 401 K Rollovers, Group Benefits
Education
Temple University 2000 — 2004
B.A., Mathematical Economics
Methacton
visitation
Temple University January 2015 - Present
Farmers of Salem May 2015 - August 2015
Lighthouse Planning Consultants January 2014 - May 2014
Hershey Entertainment & Resorts March 2013 - August 2013
Skills
Communication, Customer Service, Financial Planners
Education
Temple University - Fox School of Business and Management 2012 — 2016
Finance, General
Annville-Cleona High School 2008 — 2012
Lighthouse Planning Consultants June 2015 - Present
Susquehanna International Group, LLP (SIG) July 2014 - June 2015
Center City Legal Reproductions January 2013 - September 2013
MJ7 Trade May 2013 - August 2013
Lincoln Financial Advisors August 2012 - January 2013
Skills
Customer Service, Microsoft Excel, Time Management, PowerPoint, Microsoft Office, Data Entry, Access, Marketing, Microsoft Word, Outlook, Customer Satisfaction, Teamwork, Inventory Management, Facebook, Morningstar
Education
Temple University - Fox School of Business and Management 2009 — 2014
Bachelor of Business Administration (BBA), Finance, General
Villa Joseph Marie High School 2004 — 2009
High School
PwC October 2012 - Present
Temple University January 2012 - May 2012
Lighthouse Planning Consultants January 2012 - May 2012
CHINA CITIC BANK July 2011 - August 2011
Temple university RMI Department January 2011 - January 2011
Temple University June 2009 - August 2009
Skills
Microsoft Office, Customer Service, PowerPoint, Microsoft Excel, Public Speaking, Mandarin, Bloomberg Terminal, Chinese, Critical Thinking, Financial Modeling, Research
Education
Temple University 2008 — 2012
BBA, Finance
Hangzhou Foreign Language School 2005 — 2008
Lighthouse Planning Consultants October 1993 - Present
Skills
Retirement Planning, Strategic Financial..., Investments, Retirement, Financial Advisory, Wealth Management, Financial Planners, Mutual Funds, Wealth, Investment Advisory, Estate Planning, 401k, Asset Allocation, Series 7, Wealth Accumulation, Securities, Alternative Investments, IRAs, High Net Worth..., Life Insurance, Pensions, Insurance, Equities, Personal Financial..., Succession Planning, Income Protection, Bonds, Asset Managment
Education
The American College 1995 — 2000
Chartered Financial Consultant Designation, Financial, Business Succession and Estate Planning
Rutgers University 1987 — 1991
Bachelor of Arts (B.A.), Economics and Finance
Mount Olive High School 1984 — 1987
1987
Peace Corps July 2014 - Present
Beneficial Bank September 2009 - July 2014
Lighthouse Planning Consultants September 2012 - December 2012
Cold Stone Creamery July 2006 - September 2009
Skills
Finance, Access, Credit Unions, Bank Secrecy Act, Cross Selling, Microsoft Office, POMS, MySQL, Microsoft Excel, Windows, Outlook, Asset Based Lending, PowerPoint, Core Banking, Financial Reporting, Grant Writing, Volunteer Training, Secondary Education
Education
Temple University 2010 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General
Central High School 2004 — 2008
High School Diploma
Professional Planning Associates June 2014 - Present
Lighthouse Planning Consultants August 2013 - June 2014
Northwestern Mutual June 2013 - August 2013
Toll Brothers June 2012 - July 2012
Skills
Basic French, Finance, Microsoft Excel, Microsoft Word, PowerPoint, Morningstar, emoney, ebix crm, Marketing, Bloomberg Terminal, Outlook, Social Networking, Customer Service, Research, Data Entry
Education
Temple University - Fox School of Business and Management 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance
Holy Ghost Preparatory School 2006 — 2010
Lighthouse Planning Consultants August 2015 - Present
Hanlon Investment Management, Inc. July 2014 - July 2015
Interactive Advisory Software July 2014 - July 2015
Hanlon Investment Management, Inc. June 2013 - July 2015
Richard Stockton College 2014 - 2014
Hanlon Investment Management, Inc. June 2012 - June 2013
Hanlon Investment Management, Inc. May 2010 - June 2012
NEXT Financial Group October 2006 - May 2010
Ayco Co. 2005 - 2006
Education
Richard Stockton College of New Jersey 2012 — 2013
Certificate, Financial Planning
The College of Saint Rose 2001 — 2005
Bachelor of Science (BS), Business Administration and Management, General
Lighthouse Planning Consultants February 2001 - Present
Saint Patrick Hospital 1997 - 2000
Saint Patrick Hospital 1995 - 1997
Skills
Retirement Planning, Wealth Management, Series 7, Estate Planning, Human Resources, Retirement, Wealth, Investments, Management, Strategic Financial..., Insurance Planning, Information Technology, Financial Planning, MBA, PHR
Education
The University of Montana - School of Business Administration 1998 — 2000
MBA, Business Administration
The University of Montana - School of Business Administration 1993 — 1997
Bachelor of Science (B.S.), Business Administration