McAdam Financial Group

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McAdam Financial Group Employees

Employee
Years
Job
Industry
Edward O'Brien Edward O'Brien Philadelphia, Pennsylvania Details
Edward O'Brien's McAdam Financial Group Experience October 2012 - Present
Job Financial Advisor McAdam Financially Advanced
Industry Financial Services
Experience
McAdam Financial Group   October 2012 - Present
McAdam, Financial Advanced   October 2014 - Present
ING Financial Partners  January 2012 - October 2014
ING Financial Partners  January 2009 - October 2014

Education
Drexel University - College of Business and Administration
Bachelor of Business Administration (B.B.A.), Finance

Courtney Poffenberger Courtney Poffenberger Chicago, Illinois Details
Courtney Poffenberger's McAdam Financial Group Experience October 2014 - Present
Job Financial Advisor at McAdam Financial Group
Industry Financial Services
Experience
McAdam Financial Group   October 2014 - Present

Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word

Education
University of Illinois at Urbana-Champaign   2010 — 2014
Bachelor of Science (BS), Agricultural Economics

Charlie Shinneman Charlie Shinneman Greater Chicago Area Details
Charlie Shinneman's McAdam Financial Group Experience February 2012 - Present
Job Financial Advisor with McAdam
Industry Financial Services
Experience
McAdam Financial Group   February 2012 - Present

Education
Purdue University   2003 — 2008
Bachelors, Financial Counseling and Planning

Ryan Valoris Ryan Valoris Philadelphia, Pennsylvania Details
Ryan Valoris's McAdam Financial Group Experience August 2010 - April 2011
Job Business Intelligence Engineer at Amazon
Industry Computer Software
Experience
Amazon  July 2015 - Present
Amazon  February 2014 - Present
Amazon  October 2012 - February 2014
Amazon  May 2011 - October 2012
McAdam Financial Group   August 2010 - April 2011
RTS Realtime Systems  September 2008 - March 2010

Skills
Financial Modeling, Financial Analysis, Process Improvement, Finance, Financial Reporting, Forecasting, Portfolio Management, Business Analysis, Hedge Funds, Microsoft Excel, Budgets, Accounting, Python, Business Strategy, Strategic Planning, Microsoft Office, Account Management, Data Analysis, Options, Analysis, Strategic Financial..., Financial Forecasting, Corporate Finance, Variance Analysis, VBA, Managerial Finance

Education
Bloomsburg University of Pennsylvania   2003 — 2007
Bachelor of Science (B.S.), Mathematics

Cheltenham High School   1999 — 2003

Alexander Constantinescu Alexander Constantinescu New York, New York Details
Alexander Constantinescu's McAdam Financial Group Experience May 2013 - Present
Job Financial Advisor
Industry Financial Services
Experience
McAdam Financial Group   May 2013 - Present

Skills
Strategic Financial..., Advanced Tax Planning, Advanced Planning..., Investment Advisory, Estate Planning, Portfolio Management, Portfolio Performance..., Alternative Investments, Insurance Analysis

Education
Hofstra University   2008 — 2012
BA, Finance

Michael Durocher Michael Durocher Greater New York City Area Details
Michael Durocher's McAdam Financial Group Experience September 2014 - April 2015
Job Customer Group Associate at Dow Jones
Industry Marketing and Advertising
Experience
Dow Jones  July 2015 - Present
McAdam Financial Group   September 2014 - April 2015
AVS  September 2013 - May 2014
AVS Technology   June 2008 - May 2014

Skills
Data Analysis, Customer Service, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Leadership, SPSS, Project Management, Team Leadership, Event Planning, Social Media, Time Management, Research, Access, Outlook, Public Speaking, Marketing

Education
The College of New Jersey   2010 — 2012
Bachelor of Business Administration (BBA), Business Administration and Management, General

Casey Finger, AWMA® Casey Finger, AWMA® Washington D.C. Metro Area Details
Casey Finger, AWMA®'s McAdam Financial Group Experience February 2011 - October 2013
Job Financial Advisor at KCBP, LLC
Industry Financial Services
Experience
KCBP, LLC   November 2013 - Present
McAdam Financial Group   February 2011 - October 2013

Education
Tulane University   2005 — 2009

Chad Goldstein Chad Goldstein Greater Philadelphia Area Details
Chad Goldstein's McAdam Financial Group Experience August 2013 - Present
Job Director of Financial Operations at McAdam Financial Group
Industry Accounting
Experience
McAdam Financial Group   August 2013 - Present
Maillie LLP  July 2011 - August 2013
News America Marketing  August 2010 - December 2010
University Directories  May 2009 - August 2009

Skills
Accounting

Education
University of Pittsburgh   2007 — 2011
Accounting, Sales

University of Pittsburgh, College of Business Administration   2007 — 2011
Degree: Bachelor of Science, Accounting

Michael Sotak Michael Sotak Chicago, Illinois Details
Michael Sotak's McAdam Financial Group Experience 2014 - 2015
Job Financial | Analyst
Industry Financial Services
Experience
Finance  2013 - Present
McAdam Financial Group   2014 - 2015
UBS  2013 - 2013
Miami University  2013 - 2013

Skills
Equities, Financial Modeling, Fixed Income, Valuation, Investments, Bloomberg, Derivatives, Investment Banking, Economics, Financial Analysis, Capital Markets, Corporate Finance, Team Leadership, Microeconomics

Education
Miami University   2013 — 2014
Master of Arts (MA), Economics

Miami University   2010 — 2014
Bachelor of Science (BS), Economics

Hakan Oztap Hakan Oztap Boca Raton, Florida Details
Hakan Oztap's McAdam Financial Group Experience August 2011 - June 2012
Job Inside Sales Amgen Representative at TMS Health, A Xerox Company
Industry Pharmaceuticals
Experience
TMS Health, a Xerox Company  May 2013 - Present
TMS Health, a Xerox Company  August 2012 - May 2013
McAdam Financial Group   August 2011 - June 2012
Tampa Bay Rays  January 2011 - July 2011
Union Square Hospitality Group  May 2008 - August 2008
Hudson Yards Catering   May 2007 - August 2007
Self-Employed  October 2003 - March 2006

Skills
Advertising, Budgets, Data Entry, Entrepreneurship, Equities, Illustrator, Marketing, Photoshop, Research, Start-ups, Analysis, Finance, Financial Analysis, Financial Modeling, Investments, Leadership, Microsoft Excel, Retirement Planning, Sales, Series 7, Management, Marketing Strategy, Access, PowerPoint, Microsoft Office

Education
University of Richmond   2006 — 2010
BS, Finance

University of Richmond   2006 — 2010
School of Business Undergraduate Degree, The; Finance

United Nations International School   1998 — 2006
International Baccalaureate Diploma

Alex Palumbo, AAMS® Alex Palumbo, AAMS® Philadelphia, Pennsylvania Details
Alex Palumbo, AAMS®'s McAdam Financial Group Experience 2014 - Present
Job Investment Advisor Representative at McAdam
Industry Financial Services
Experience
McAdam Financial Group   2014 - Present
Mega Pumps LP  2013 - 2013
Newspaper National Network  2013 - 2013
Details Magazine - Conde Nast  June 2012 - August 2012
ELLE Magazine - Hearts Corporation   June 2011 - August 2011
Marquis Jet (now NetJets) - Berkshire Hathaway Company   June 2010 - August 2010

Skills
Microsoft Excel, Microsoft Office, PowerPoint, Leadership, Microsoft Word, Finance, Investments, Management, Social Media, Financial Analysis, Customer Service, Time Management, Great Plains Software, English, Teaching, Accounting, Retirement Planning, Oracle Applications, ADP Payroll, Research, Windows, Accounts Payable, Invoicing, Payroll, Outlook, Photoshop, Marketing, Microsoft Office..., Adobe Photoshop, WinCarat 7

Education
Penn State University
Bachelor of Science (BS), Accounting

College for Financial Planning
Accredited Asset Management Specialist℠

Rajiv Chowdhury Rajiv Chowdhury Jersey City, New Jersey Details
Rajiv Chowdhury's McAdam Financial Group Experience June 2015 - Present
Job Jr. Financial advisor
Industry Financial Services
Experience
Mcadam financial group   June 2015 - Present
Subway  June 2013 - Present
Stockton Polling Institute/William Hughes Center for Public Policy   September 2012 - May 2013
AR & I Enterprises, LLC   March 2010 - September 2010

Skills
Application Software:..., Language Skill: Hindi,..., Management, Microsoft Word, Microsoft Excel, Sales

Education
Stockton University   2010 — 2015
Bachelor’s Degree, Major in Mathematics, Minor in Economics. Concentration in Actuarial Science, Graduating Senior

Natalie Vittese Natalie Vittese Greater Philadelphia Area Details
Natalie Vittese's McAdam Financial Group Experience January 2012 - April 2013
Job Human Resources
Industry Human Resources
Experience
WebLinc  October 2015 - Present
Converge HR Solutions   September 2013 - October 2015
Converge HR Solutions   March 2013 - September 2013
McAdam Financial Group   January 2012 - April 2013
SHRM  September 2010 - December 2012
Office of Graduate and Professional Studies   September 2011 - May 2012

Education
Cabrini College   2009 — 2012
Bachelor of Science (B.S.), Human Resource Management, Spanish, Magna cum Laude

Holy Cross High School   2005 — 2009

Anthony Losquadro Anthony Losquadro Greater Boston Area Details
Anthony Losquadro's McAdam Financial Group Experience September 2014 - Present
Job Financial Advisor at McAdam Financial Group
Industry Financial Services
Experience
McAdam Financial Group   September 2014 - Present
ING Financial Partners  June 2014 - September 2014
The Ink Spot  June 2010 - September 2014
University of Barcelona  January 2013 - May 2013
Southold Town Hall   July 2009 - August 2010

Skills
Investments, Retirement Planning, Wealth Management, Series 7, Financial Planning, Mutual Funds, Portfolio Management, Asset Allocation, Financial Analysis, Investment Advisory, Asset Management, Securities, Retirement, Equities, Adobe Creative Suite, Adobe Photoshop, JavaScript, Spanish, Public Speaking, PowerPoint, Data Analysis, Social Media

Education
Brandeis University   2010 — 2014
Bachelor of Arts (B.A.), Economics, International & Global Studies, Hispanic Studies

Universitat de Barcelona   2013 — 2013
Study Abroad Program, Faculty of Economics and Business

Southold High School   2006 — 2010
High School

Brian Korienek Brian Korienek Chicago, Illinois Details
Brian Korienek's McAdam Financial Group Experience June 2012 - February 2014
Job Senior Associate Advisor at Goldstone Financial Group
Industry Financial Services
Experience
Goldstone Financial Group   February 2014 - Present
TCM Securities, Inc.   February 2014 - Present
Brookstone Capital Management  February 2014 - Present
McAdam Financial Group   June 2012 - February 2014
Brogan & Brogan/Chicago Board of Trade   November 2011 - June 2012
3Point Athletics   June 2010 - May 2012
ADT Security Services  September 2008 - November 2008

Skills
Strong verbal..., Able to Adapt to Change, Posses leadership skills, Leadership, Team Building, Management, Customer Service, Account Management, Sales Operations, Social Media Marketing, Sales Management, Direct Sales, New Business Development, Salesforce.com, Sales, Time Management, Marketing, Analysis, Cold Calling, Finance, Microsoft Excel, Portfolio Management, Financial Analysis

Education
DePaul University   2008 — 2012
Major: Business management Minor: Marketing Sales Leadership, Business Management

Downers Grove South High School   2004 — 2008

Christina Capozzi Christina Capozzi Chicago, Illinois Details
Christina Capozzi's McAdam Financial Group Experience September 2014 - December 2014
Job National Media Consultant at iHeart Media
Industry Marketing and Advertising
Experience
iHeartMedia  May 2015 - Present
McAdam Financially Advanced™  February 2015 - April 2015
McAdam Financial Group   September 2014 - December 2014
Charming Charlie  November 2011 - December 2012
Deublin Company  May 2010 - August 2010

Skills
PowerPoint, Microsoft Office, Microsoft Word, Social Networking, Social Media, Event Planning, Leadership, Public Speaking, Oral & Written..., Written & Oral..., Organization, Team Leadership, Leadership Development, Experience Working with..., Customer Service, Time Management, Research, Teamwork, Cold Calling, Communication

Education
DePaul University   2012 — 2014
Bachelor's Degree, Industrial Organizational Psychology and Relational, Organizational, and Group Communication

College of Lake County   2010 — 2012

Cassandra LaRosa Cassandra LaRosa Greater New York City Area Details
Cassandra LaRosa's McAdam Financial Group Experience May 2013 - Present
Job Financial Advisor at McAdam • Financially Advanced™
Industry Financial Services
Experience
McAdam Financial Group   May 2013 - Present
ADP  September 2012 - May 2013
ADP  July 2012 - August 2012
Leadership for Educational Equity  June 2012 - August 2012
National Archives II College Park MD  September 2010 - January 2012
Covenant House  June 2011 - August 2011

Education
University of Maryland College Park   2009 — 2013
Bachelor's degree, History

American University of Rome   2012 — 2012
History, Junior Year

West Essex Regional High School

Harold Alby Harold Alby Greater New York City Area Details
Harold Alby's McAdam Financial Group Experience July 2014 - Present
Job Financial Advisor at McAdam FA
Industry Financial Services
Experience
McAdam Financial Group   July 2014 - Present
Singular Global   July 2013 - July 2014
Albigensian   January 2013 - July 2014
Saving the Next Generation   April 2013 - October 2013
The BMB Group   June 2010 - October 2012
The BMB Group   October 2007 - June 2010
The BMB Group   September 2006 - October 2007
CoDEStorm plc   September 2003 - May 2006

Skills
Due Diligence, New Business Development, Marketing Strategy, Product Development, Investment Banking, Investments, Financial Structuring, Asset Managment, Equities, Financial Modeling, Capital Markets, Business Strategy, Mutual Funds, Project Finance, Banking, Management Consulting, Asset Management, Funding, Strategy, Business Development, Emerging Markets, Portfolio Management, Management, Investor Relations, Start-ups, Alternative Investments, Finance, Private Equity, Investment Management, Financial Planning, Financial Advisory, Consulting, Corporate Finance, Venture Capital, Hedge Funds, Financial Services, Strategic Planning, Wealth Management, Marketing, Financial Analysis, Securities, Fixed Income, Investment Strategies, Business Planning, Project Management, CRM, Entrepreneurship, Investment Advisory, Retirement Planning, Public Relations

Education
The University of Edinburgh   1998 — 2002
MA (Hons), History

Nicholas Graziano, CFA Nicholas Graziano, CFA Charlottesville, Virginia Details
Nicholas Graziano, CFA's McAdam Financial Group Experience February 2010 - January 2011
Job MBA Candidate, Darden School of Business
Industry Management Consulting
Experience
Deloitte  May 2015 - Present
Cambridge Associates  February 2011 - July 2014
McAdam Financial Group   February 2010 - January 2011
ParenteBeard LLC  January 2009 - June 2009

Skills
Financial Analysis, Private Equity, Venture Capital, Investments, Hedge Funds, Finance, Fund Of Funds, Financial Statement..., Microsoft Excel, Access, PowerPoint, Financial Reporting, Alternative Investments, Portfolio Management, Bloomberg, Data Analysis, Equities, Asset Allocation

Education
University of Virginia Darden School of Business   2014 — 2016
Master of Business Administration (MBA)

Penn State University   2005 — 2009
Accounting, Minors: Economics, International Business

Universiteit Maastricht   2007 — 2007
Economics of European Integration