Lockwood Financial
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13 Lockwood Financial employees in database. Find out everything there's to know about Lockwood Financial employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Lockwood Financial Employees
PDI, Inc. December 2012 - Present
Dipasquale Financial February 2012 - December 2012
Merck January 2009 - February 2012
Schering-Plough Research Institute May 2003 - July 2009
Lockwood Financial May 2002 - May 2003
SEI May 2001 - May 2002
Skills
Pharmaceutical Sales, Pharmaceutical Industry, Cardiology, Sales Effectiveness, Endocrinology, Neurology, Hospital Sales, Rheumatology, Diabetes, Product Launch, Gastroenterology, Market Access, Oncology, Managed Care, Pulmonology, Sales Operations, Sales Force Development, Immunology
Education
Penn State University 1997 — 2001
Bachelor's degree, Telecommunications
Silver Management Group, Inc July 2006 - Present
EZ Life LLC August 2009 - November 2013
E*TRADE Financial May 2011 - September 2013
Fiserv April 2010 - October 2011
Merrill Lynch June 2010 - June 2011
JP Morgan October 2008 - April 2010
Bear Stearns April 2008 - October 2008
TD Ameritrade (T2) July 2006 - January 2008
Lockwood Financial September 2005 - July 2006
Ruby Digital, Inc August 2003 - September 2005
Skills
SDLC, Requirements Gathering, Financial Services, Visio, Business Analysis, Requirements Analysis, Software Documentation, Analysis, Business Requirements, Corporate Actions, Use Case Analysis, Portfolio Management, UML, Agile Methodologies, Databases, Enterprise Software, Software Development, Cost Basis Reporting, Quality Assurance..., Fixed Income Technology, Mark to Market, Investment Performance..., Fee-based advisor..., Portfolio model..., Model-based Rebalancing, Equities, Index Options, Options, Cross-functional Team..., Team Leadership, Project Management
Education
The University of Kansas 1994 — 1996
BS
Johnson County Community College 1991 — 1994
First Foundation Inc. May 2014 - Present
First Foundation Inc. July 2013 - May 2014
Rice Hall James & Associates, LLC July 2010 - June 2013
Brandes Investment Partners January 2007 - June 2009
Brandes Investment Partners December 2003 - December 2006
Lockwood Financial 2002 - 2003
Lockwood Financial 2001 - 2002
Lockwood Financial 2000 - 2001
Vanguard 2000 - 2000
Vanguard 1999 - 2000
Skills
Access, Asset Management, Asset Managment, Bonds, Equities, Finance, Financial Analysis, Fixed Income, Investment Advisory, Investment Management, Investment Strategies, Investments, Mutual Funds
Education
United States Merchant Marine Academy 1985 — 1990
Bachelor of Science (B.S.), Marine Engineering
DuPont Capital Management May 2009 - Present
The Haverford Trust Company October 2007 - May 2009
Sage Advisory May 2001 - October 2007
Lockwood Financial December 1996 - April 2001
Dean Witter Reynolds January 1996 - December 1996
BHC Securities March 1994 - January 1996
Skills
Financial Modeling, Finance, Equities, Portfolio Management, Investments, Investment Management, Investment Strategies, Financial Services, Valuation, Pensions, Mutual Funds, Asset Allocation, Asset Management, Business Development, Wealth Management, Series 7, Hedge Funds, Investment Advisory, Strategy, Fixed Income, Financial Analysis, Institutional..., Institutional, Strategic Financial..., Financial Advisory, Securities, Banking
Education
Saint Joseph's University 2003 — 2006
MBA, Finance
Kutztown University of Pennsylvania 1989 — 1993
BSBA, Finance / International Business
Archbishop Carroll 1985 — 1989
High School
Touch Lab January 2011 - Present
Droidcon NYC September 2014 - Present
Diesel America 2003 - Present
New York Android Developers August 2011 - Present
Adventeur March 2012 - March 2012
Research & Response January 2010 - January 2012
Partiy Energy April 2007 - August 2010
Medical Research Forum August 2006 - June 2010
Lockwood Financial 2000 - 2006
Informz 1998 - 1999
Skills
Android Development, JavaScript, Web Development, Database Design, Databases, Java, Python, Programming, Android, Software Development, Agile Methodologies, Software Project..., Visual Studio, WordPress, jQuery, SQL, Start-ups, Git, HTML 5, HTML, Microsoft SQL Server, MySQL, Web Applications, REST, PHP, Ruby on Rails, Linux, CSS, Mobile Applications, Objective-C, Ruby, OOP, Metallurgy, Kung Fu, Subversion, JSON, Alchemy, Archery, HTML5
Education
City University of New York City College 2011 — 2012
Apparently they wanted me to get another Bachelor's, Computer Science
Colgate University 1994 — 1998
BA, Computer Science
Waddell & Reed May 2011 - Present
Spire Investment Partners February 1997 - July 2011
Spire Investment Partners 2009 - 2010
Spire Investment Partners 1997 - 2009
Lockwood Financial 1997 - 2002
Education
George Mason University 1993 — 1995
BS, Business
Aberdeen Asset Management November 2010 - February 2014
West Capital Management November 2007 - November 2010
Lockwood Financial September 2004 - November 2007
Skills
Series 7, Client Service Oriented, Relationship Management, Investments, Wealth Management
Education
Lycoming College 1997 — 2001
Bachelor's degree, Business Administration and Management, General
PNC Asset Management April 2013 - Present
PNC Wealth Management January 2004 - April 2013
Lockwood 1999 - 2003
Lockwood Financial 1998 - 2003
Skills
Equities, Wealth Management, Asset Allocation, Mutual Funds, Fixed Income, Trading, Investments, Portfolio Management, Asset Managment, Asset Management
Education
Temple University 1993 — 1997
BS, Business
Temple University - Fox School of Business and Management
JPMorgan Asset Management 2003 - Present
Lockwood Financial August 1998 - July 2003
Education
University of Pennsylvania - The Wharton School 2010 — 2010
CIMA, Certified Investment Management Analyst
James Madison University 1991 — 1995
Bachelor of Business Administation, Finance
Merrill Lynch January 2011 - Present
Oppenheimer & Co., Inc. March 2009 - January 2011
Stanford Financial Group March 2008 - February 2009
Lockwood Financial 2001 - 2007
Skills
Series 7, Wealth Management, Series 63, Retirement Planning, Equities, Mutual Funds, Investments, Asset Allocation, Fixed Income, Securities, Series 65, Licensed to Sell..., Alternative Investments, Investment Advisory, FINRA
Education
Richland Community College
RS Investments January 2009 - Present
PLANCO/Hartford Mutual Funds June 2004 - December 2008
Lockwood Financial April 2000 - June 2004
Skills
Charter Financial..., Investments, Investment Management, Mutual Funds, Asset Allocation, Alternative Investments, Asset Management, Equities, Investment Strategies
Education
King's College 1992 — 1996
Bachelor of Science, Finance