McAdam Financially Advanced™

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McAdam Financially Advanced™ Employees

Employee
Years
Job
Industry
Morgan Murphy IV Morgan Murphy IV Chicago, Illinois Details
Morgan Murphy IV's McAdam Financially Advanced™ Experience April 2014 - Present
Job Financial Advisor at McAdam Financially Advanced™
Industry Financial Services
Experience
McAdam Financially Advanced™   April 2014 - Present
Carleton College  August 2013 - December 2013
Thorek Memorial Hospital  July 2011 - August 2011
University of Illinois-Chicago Soccer Camp   June 2011 - August 2011
City of Chicago Committe on Finance   November 2008 - December 2008

Education
Carleton College   2009 — 2013
BA, Political Science, Educational Studies

University of Cambridge   2012 — 2012
Economics

University of Chicago Laboratory School   2005 — 2009

FXW

FXW

Derek Straga Derek Straga Egg Harbor City, New Jersey Details
Derek Straga's McAdam Financially Advanced™ Experience November 2014 - Present
Job Intern at McAdam Financially Advanced™
Industry Financial Services
Experience
McAdam Financially Advanced™   November 2014 - Present
L.O. Thomas & Co., Inc.   July 2014 - November 2014
Boathouse Sports  September 2013 - March 2014
Resorts Casino Hotel  June 2011 - September 2012

Skills
Marketing, Social Media Marketing, Microsoft Excel, Microsoft Word, Customer Service, Public Speaking, Public Relations, Entrepreneurship, Event Planning, Advertising, Marketing Strategy, Time Management

Education
Stockton University   2013 — 2016
Master’s Degree, Finance and Accounting, Senior

Absegami High School   2009 — 2012
High School Diploma

Phillip Keck Phillip Keck Palm City, Florida Details
Phillip Keck's McAdam Financially Advanced™ Experience June 2013 - June 2015
Job Financial Advisor
Industry Financial Services
Experience
McAdam Financially Advanced™   June 2013 - June 2015
WTK. INC   January 2008 - June 2013
Atlas Galleries  May 2007 - December 2008

Skills
Sales, Sales Management, Public Relations, Marketing, Logistics, Microsoft Word, PowerPoint, Business Planning, Project Management, Business Strategy, Inventory Management, Negotiation, Agriculture, Strategic Planning, Horticulture, Customer Service, Recruiting, Leadership, Finance, Insurance, Variable Annuities

Education
Fort Lewis College   2000 — 2006
BA, ARTS

Wasatch Academy   1998 — 2000
High School Degree

Dustin Javier, AWMA® Dustin Javier, AWMA® Greater Chicago Area Details
Dustin Javier, AWMA®'s McAdam Financially Advanced™ Experience January 2012 - Present
Job District Manager, McAdam Financially Advanced
Industry Financial Services
Experience
McAdam Financially Advanced™   January 2012 - Present
Allstate  May 2011 - December 2011
Aflac  May 2008 - August 2008

Skills
Series 66, Life Insurance, Health Insurance, Property & Casualty..., Series 7

Education
University of Illinois at Urbana-Champaign
Bachelor of Arts (BA), Economics

Michal Las Michal Las Greater Chicago Area Details
Michal Las's McAdam Financially Advanced™ Experience May 2014 - Present
Job Financial Advisor at McAdam Financially Advanced
Industry Financial Services
Experience
McAdam Financially Advanced™   May 2014 - Present
PNC  December 2011 - May 2014
iMove Chicago   March 2013 - August 2013
First Personal Bank  December 2009 - December 2012

Skills
Finance, Customer Service, Analysis, Banking, Accounting, Time Management, Investments, Management, Risk Management, Financial Analysis, Leadership, Microsoft Excel, Microsoft Office, Financial Services

Education
Lewis University   2010 — 2014
Bachelor of Science (BS), Finance and Economics

Lewis University   2010 — 2014
Bachelor's Degree, Finance

Edward Valente Edward Valente Greater New York City Area Details
Edward Valente's McAdam Financially Advanced™ Experience May 2014 - Present
Job Financial Advisor at McAdam Financially Advanced
Industry Financial Services
Experience
McAdam Financially Advanced™   May 2014 - Present
First Colonial Group LLC   May 2013 - August 2013
World Wrestling Entertainment  January 2013 - May 2013
MassMutual Financial Group  July 2012 - September 2012
Gateserver.com   June 2012 - August 2012

Skills
Investments, Asset Management, Valuation, Real Estate, Financial Analysis, Portfolio Management, Strategic Financial..., Finance, Retirement Planning, Insurance, Financial Modeling, Risk Management, Investment Strategies, Mutual Funds, Microsoft Excel, Accounting, Wealth Management, Tax, Investor Relations, Due Diligence, Venture Capital, Fixed Annuities, Financial Services, Life Insurance, Series 7, Financial Risk, Cash Management, Securities, Marketing, Microsoft Word, Hedge Funds, Equities, Private Equity, Alternative Investments, Analysis, Investment Advisory, Real Estate Economics, Bloomberg Terminal, Team Leadership

Education
Fairfield University   2010 — 2014
Bachelor of Business, Finance / Computer Science (minor)

Todd Flynn Todd Flynn Chicago, Illinois Details
Todd Flynn's McAdam Financially Advanced™ Experience October 2014 - Present
Job Financial Advisor at McAdam Financially Advanced™
Industry Financial Services
Experience
McAdam Financially Advanced™   October 2014 - Present
ING Financial Partners  May 2014 - October 2014
Boone's Long Lake Inn  June 2009 - July 2012

Skills
Financial Advisory, Wealth Management, Retirement Planning, College Education..., Life Insurance, Health Insurance

Education
University of Michigan   2010 — 2014
Bachelor of Arts (B.A.), Political Science

University of Michigan   2010 — 2014
Bachelor of Arts (B.A.), Economics

Michael McDonough Michael McDonough Philadelphia, Pennsylvania Details
Michael McDonough's McAdam Financially Advanced™ Experience March 2014 - Present
Job Small Business Professional McAdam Financially Advanced
Industry Financial Services
Experience
McAdam Financially Advanced™   March 2014 - Present
ING Financial Partners  October 2011 - February 2014

Education
Penn State University   2007 — 2011
Bachelor of Science (B.S.), Finance, General

Evan Carson Evan Carson Jersey City, New Jersey Details
Evan Carson's McAdam Financially Advanced™ Experience April 2015 - Present
Job Financial Advisor in Training at McAdam Financially Advanced™
Industry Financial Services
Experience
McAdam Financially Advanced™   April 2015 - Present
General Plumbing Supply  May 2014 - August 2014
mediaspike, Inc.   May 2013 - August 2013
mediaspike, Inc.   May 2012 - August 2012
Wegmans Food Markets  September 2010 - May 2012

Skills
Microsoft Word, Microsoft Excel, PowerPoint, Microsoft Office, OS X, Social Media, Twitter, Amazon Web Services..., Grasshopper, Online Marketing, Social Networking, Microsoft Access, Event Planning, Facebook

Education
University of Connecticut   2011 — 2015
Bachelor's Degree, Economics (Business)

Marc Instrum Marc Instrum Greater Boston Area Details
Marc Instrum's McAdam Financially Advanced™ Experience May 2013 - Present
Job Financial Advisor at McAdam Financially Advanced™
Industry Financial Services
Experience
McAdam Financially Advanced™   May 2013 - Present
ING Financial Partners  May 2013 - September 2014

Education
Bentley University
Bachelor of Science, Finance; Minor in Economics

Bond University
Finance, Study Abroad Program

Marc Oceanak Marc Oceanak Jersey City, New Jersey Details
Marc Oceanak's McAdam Financially Advanced™ Experience September 2015 - Present
Job Comprehensive financial planning
Industry Financial Services
Experience
McAdam Financially Advanced™   September 2015 - Present
American Capital Advance   April 2015 - June 2015
New York Life Insurance Company  August 2014 - February 2015

Skills
Insurance, Education Funding..., Networking, Time Management, Building Relationships, Risk Management, Social Networking, Microsoft Excel, Customer Service, Public Speaking, Microsoft Word, Social Media, Merchant Cash Advance, Research

Education
Hofstra University   2009 — 2014
Bachelor of Business Administration (BBA), Finance, General

Chelsea Delaney Chelsea Delaney Freehold, New Jersey Details
Chelsea Delaney's McAdam Financially Advanced™ Experience July 2014 - March 2015
Job Communication Major at the University of Pennsylvania
Industry Public Relations and Communications
Experience
McAdam Financially Advanced™   July 2014 - March 2015
Levi Strauss & Co.   June 2011 - May 2014
Penn Relays   April 2012 - April 2012
Basile's Restaurant   June 2011 - August 2011

Skills
Communication, Public Speaking, Team Leadership, Pop Culture, Running, Microsoft Excel, Microsoft Word, PowerPoint, iDVD, iMovie, Editing, Facebook, Sales, Social Media, Microsoft Office, Marketing, Data Analysis, Leadership, Research, Event Planning

Education
University of Pennsylvania   2010 — 2014
Bachelor of Arts (BA), Communication, General

Saint John Vianney High School   2006 — 2010

Stephen Hodgetts Stephen Hodgetts Greater Boston Area Details
Stephen Hodgetts's McAdam Financially Advanced™ Experience October 2014 - Present
Job Financial Advisor at McAdam Financially Advanced™
Industry Financial Services
Experience
McAdam Financially Advanced™   October 2014 - Present
ING Financial Partners  June 2013 - October 2014

Education
Providence College   2010 — 2013
Bachelor of Science (BS)

University of Massachusetts Dartmouth   2009 — 2010
Liberal Arts Program

Claire Sullivan Claire Sullivan Chicago, Illinois Details
Claire Sullivan's McAdam Financially Advanced™ Experience June 2013 - Present
Job Financial Advisor at McAdam Financial Group
Industry Investment Management
Experience
McAdam Financially Advanced  June 2013 - Present

Education
Fordham University   2009 — 2013
Economics, Business Administration Minor

Loyola Academy   2005 — 2009

Kevin McCall Kevin McCall Washington D.C. Metro Area Details
Kevin McCall's McAdam Financially Advanced™ Experience
Job Financial Advisor at McAdam Financially Advanced™
Industry Financial Services
Experience
McAdam Financially Advanced™  

Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Teamwork, Social Media, Facebook, Social Media Marketing, Social Networking, Outlook, Strategic Planning, Marketing Strategy, PowerPoint

Education
University of Richmond   2010 — 2014

University of Richmond - Robins School of Business   2010 — 2014

Katie Soehngen Katie Soehngen Greater New York City Area Details
Katie Soehngen's McAdam Financially Advanced™ Experience June 2014 - January 2015
Job Sales Support Manager at Winston Benefits Inc
Industry Higher Education
Experience
Winston Benefits Inc  February 2015 - Present
McAdam Financially Advanced™   June 2014 - January 2015
Rowan University  September 2011 - May 2014
OTC Markets Group  June 2013 - August 2013
OTC Markets Group  July 2012 - August 2012

Skills
PowerPoint, Higher Education, Microsoft Excel, Microsoft Office, Microsoft Word, Event Planning, Public Speaking, Access, Time Management, Outlook, Teamwork, Data Entry

Education
Rowan University   2010 — 2014
Bachelor of Science (B.S.), Finance, General

Saint John Vianney High School

Saint John Vianney High School

Shane Sweigart Shane Sweigart United States Details
Shane Sweigart's McAdam Financially Advanced™ Experience December 2008 - Present
Job Field Vice President at McAdam Financially Advanced™.
Industry
Experience
McAdam Financially Advanced™   December 2008 - Present

Skills
Retirement Planning, 401k, Series 7, Fixed Annuities, Retirement, Financial Analysis, Series 6, Leadership, Life Insurance, Mutual Funds

Education
Penn State University   2004 — 2008
Bachelor's degree, Finance & Legal Environment of Business

Chris Hercules Chris Hercules Greater Chicago Area Details
Chris Hercules's McAdam Financially Advanced™ Experience November 2014 - Present
Job Financial Advisor at McAdam Financially Advanced™
Industry Investment Management
Experience
McAdam Financially Advanced™   November 2014 - Present
N/A  January 2012 - August 2014

Skills
Futures and Equity..., Project Management, Management, Leadership, Microsoft Excel, Team Building, Coaching, Team Leadership, Project Planning, Series 7, Series 66, Trading, Translation, New Business Development, Microsoft Office, Strategic Planning

Education
The John Marshall Law School   2013 — 2017
Juris Doctor (J.D.), Law, 2L

The University of Texas at Austin   1997 — 2002
Economics, Economics

Alexis Cann Alexis Cann Greater Chicago Area Details
Alexis Cann's McAdam Financially Advanced™ Experience August 2014 - June 2015
Job Marketing Associate at Segall Bryant & Hamill
Industry Marketing and Advertising
Experience
Segall Bryant & Hamill  June 2015 - Present
McAdam Financially Advanced™   August 2014 - June 2015
Indiana University  August 2010 - May 2014
Chicago Twenty Something  June 2013 - August 2013
Indiana University Dance Marathon  April 2010 - October 2012
A&M Mortgage Group   July 2012 - August 2012
Hollister, Co  June 2011 - August 2011
The Sportstation, Inc   June 2010 - July 2010

Skills
Series 6, Series 63, Series 65, Series 62, Microsoft Excel, PowerPoint, Social Media, Event Planning, Microsoft Office, Advertising, Customer Service, Microsoft Word, Social Networking, Spanish-speaking, Leadership, Fundraising, Time Management, Public Speaking, Sales, Management, Spanish, Photoshop, Community Outreach, InDesign

Education
Indiana University - Kelley School of Business   2010 — 2014
Bachelor of Science, Business; Marketing; Operations Management; IES Barcelona Language and Areas Studies

Kristy Runzer Kristy Runzer Philadelphia, Pennsylvania Details
Kristy Runzer's McAdam Financially Advanced™ Experience September 2012 - Present
Job Financial Advisor at McAdam Financially Advanced
Industry Financial Services
Experience
McAdam Financially Advanced™   September 2012 - Present

Skills
Finance, Microsoft Office, Microsoft Excel, PowerPoint, Financial Analysis, Leadership, Microsoft Word, Retirement Planning, Financial Planning, Investments, Bloomberg, Financial Advisory, Health Insurance, Financial Modeling

Education
Penn State University   2008 — 2012
Finance

Thomas Enriquez Thomas Enriquez New York, New York Details
Thomas Enriquez's McAdam Financially Advanced™ Experience April 2011 - Present
Job Advanced Advisor Group at McAdam Financially Advanced™
Industry Financial Services
Experience
McAdam Financially Advanced™   April 2011 - Present
Voya Financial  April 2011 - October 2014
Searle & Co Ltd  2010 - 2011
ADK America, Red Cell Advertising   2008 - 2010
Wenner Media  May 2007 - January 2009

Skills
Comprehensive Financial..., Retirement Planning, Investment Portfolio, Life & Health Insurance..., Series 7, Series 66, IRAs, 401k Rollovers, Fixed Annuities, Estate Planning, Tax Reduction Planning, College Education..., Insurance, Mutual Funds, Financial Goals, Investment Advisory, Retirement, Uniform Combined State..., Investments, Social Media, Social Media Marketing, Financial Analysis, Customer Service, Management, Marketing Strategy, Marketing, Finance, Microsoft Office

Education
New York University   2006 — 2010
BS, Global Communications, Business Studies

Anthony J. Chirchirillo, CFP®, CRPC® Anthony J. Chirchirillo, CFP®, CRPC® Greater Philadelphia Area Details
Anthony J. Chirchirillo, CFP®, CRPC®'s McAdam Financially Advanced™ Experience November 2008 - Present
Job Group Vice President
Industry Financial Services
Experience
McAdam Financially Advanced™   November 2008 - Present
ING Financial Partners  October 2008 - October 2014
Ameriprise Financial Services, Inc.   July 2001 - September 2008

Skills
Wealth Management, Retirement Planning, Mutual Funds, Retirement, Portfolio Management, Investment Advisory, Financial Advisory, Financial Planning, Asset Allocation, Estate Planning, Investments, Asset Management, Investment Strategies, Series 63

Education
La Salle University   1997 — 2001
Bachelor's degree, Finance and Risk Management

Thomas Johanning Thomas Johanning Greater Philadelphia Area Details
Thomas Johanning's McAdam Financially Advanced™ Experience October 2014 - July 2015
Job Licensed Financial Specialist at PNC
Industry Financial Services
Experience
PNC  August 2015 - Present
McAdam Financially Advanced™   October 2014 - July 2015
ING Financial Partners  September 2011 - October 2014
TD Bank Group  2008 - 2010

Education
West Chester University of Pennsylvania
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management

Delaware County Community College
Associate in Applied Science (A.A.S)

Chase Martin Chase Martin Greater Philadelphia Area Details
Chase Martin's McAdam Financially Advanced™ Experience July 2014 - Present
Job McAdam Financially Advanced™
Industry Investment Management
Experience
McAdam Financially Advanced™   July 2014 - Present
I & H Co.   November 2012 - October 2014
Capital One  July 2013 - April 2014
GNC  January 2012 - November 2012

Skills
Sales, Customer Service, Negotiation, Marketing, Time Management, Account Management, Public Speaking, Microsoft Office, PowerPoint, Microsoft Word, Leadership, Investments, Team Leadership, Finance, Financial Planning, Financial Analysis, Management, Event Planning, Teamwork, Data Analysis, Portfolio Management, Team Building

Education
Concord High School   2015 — 2019
Advance High School Diploma, N/A

West Chester University of Pennsylvania   2008 — 2009
Bachelor of Science (BS), Psychology

University of Delaware

DeAnndra Williams DeAnndra Williams Washington D.C. Metro Area Details
DeAnndra Williams's McAdam Financially Advanced™ Experience February 2015 - Present
Job Recruiting Coordinator at McAdam Financially Advanced™
Industry Financial Services
Experience
McAdam Financially Advanced™   February 2015 - Present
WRB Communications, Inc.   November 2012 - January 2015
Health Net  December 2008 - March 2012

Skills
Microsoft Excel, Microsoft Word, Customer Service, Training, Microsoft Office, Public Speaking, Team Building, PowerPoint, Process Improvement, Outlook, Healthcare

Education
Strayer University (VA)   2006 — 2009
Master's in Public Health Admin., Health Services Administration

Elizabeth City State University   2002 — 2006
Bachelor's degree, Biology, General

Parker Moody Parker Moody Greater Boston Area Details
Parker Moody's McAdam Financially Advanced™ Experience 2014 - Present
Job Financial Advisor at McAdam
Industry Financial Services
Experience
McAdam Financially Advanced™   2014 - Present
FusionIQ   2013 - 2013
Morgan Stanley Smith Barney  2012 - 2012

Education
Amherst College
Bachelor's Degree, Physics & Economics

Phillips Exeter Academy
High School

Jeremiah cole Jeremiah cole Washington, District Of Columbia Details
Jeremiah cole's McAdam Financially Advanced™ Experience May 2015 - August 2015
Job GWU
Industry Financial Services
Experience
RWR Advisory Group   January 2015 - Present
McAdam Financially Advanced™   May 2015 - August 2015
Message-Global LLC   September 2014 - December 2014
Dawn Homes Management  June 2014 - August 2014

Skills
Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Social Media, Public Speaking, English, HTML, Windows, Event Planning, Time Management

Education
The George Washington University - School of Business   2013 — 2017
Dual concentration: Finance -Economics and Public Policy, Bachelor of Business Administration, Sophmore

The Doane Stuart school   2009 — 2013
High School Diploma

Tucker Roeder Tucker Roeder Boston, Massachusetts Details
Tucker Roeder's McAdam Financially Advanced™ Experience October 2014 - Present
Job Investment Advisor Representative at McAdam
Industry Financial Services
Experience
McAdam Financially Advanced™   October 2014 - Present
McAdam Financially Advanced™   August 2013 - Present
ING Financial Partners  May 2012 - September 2014
Wellington Management  July 2010 - December 2010
Commonwealth Financial Network  July 2009 - December 2009

Education
Northeastern University   2007 — 2012
Bachelor's Degree, Finance and Entrepreneurship

Kristopher Brassard Kristopher Brassard Greater Boston Area Details
Kristopher Brassard's McAdam Financially Advanced™ Experience May 2013 - May 2015
Job Regional Sales Representative at Guardian Life
Industry Financial Services
Experience
Guardian Life  May 2015 - Present
McAdam Financially Advanced™   May 2013 - May 2015
ING Financial Partners  May 2013 - October 2014
W.B. Mason Co. Inc   April 2012 - July 2013
Brassard Construction   April 2008 - January 2011

Skills
Microsoft Excel, Microsoft Office, Retirement Planning, Finance, Retirement, Investments, Financial Analysis, Leadership, Estate Planning, Social Media

Education
Stonehill College
Bachelor's Degree, Finance, General

Konrad Stauffer Konrad Stauffer Greater Philadelphia Area Details
Konrad Stauffer's McAdam Financially Advanced™ Experience October 2014 - Present
Job Financial Advisor at McAdam Financial Group
Industry Higher Education
Experience
McAdam Financially Advanced™   October 2014 - Present
ING Financial Partners  April 2014 - October 2014
University of Delaware  September 2009 - May 2014
University of Delaware  August 2009 - May 2014

Skills
Facebook, PowerPoint, Microsoft Office, Public Speaking, Microsoft Word, Social Media, Microsoft Excel, Event Planning, Research, Customer Service, Social Networking, Teamwork

Education
University of Delaware   2009 — 2014
Organizational and Community Leadership, Organizational and Community Leadership

University of Delaware   2009 — 2014
Political Science, International Relations and Affairs

University of Delaware   2009 — 2014
Legal studies

Andrew Farinelli Andrew Farinelli Chicago, Illinois Details
Andrew Farinelli's McAdam Financially Advanced™ Experience October 2014 - Present
Job Financial Advisor
Industry Financial Services
Experience
McAdam Financially Advanced™   October 2014 - Present
Cornerstone Capital Management  May 2013 - August 2013

Education
Indiana University - Kelley School of Business   2010 — 2014
Bachelor of Science in Business, Finance, Economics

Geoffrey Leonard Geoffrey Leonard Greater New York City Area Details
Geoffrey Leonard's McAdam Financially Advanced™ Experience May 2014 - Present
Job Financial Advisor at McAdam Financially Advanced™
Industry Financial Services
Experience
McAdam Financially Advanced™   May 2014 - Present
Northwestern Mutual  January 2014 - May 2014
Lehigh University  August 2010 - May 2014
Ridley Water Ice   May 2012 - August 2012
American Eagle Outfitters  March 2010 - August 2011

Skills
Management, Training, Leadership, Sales, Retail, Advertising, Policy, PowerPoint, Time Management, Microsoft Excel, Microsoft Office, Social Media, Teamwork, Microsoft Word, Customer Service, Data Analysis

Education
Lehigh University   2010 — 2014
Bachelor of Arts (BA), Economics & Psychology

Alex Butterworth Alex Butterworth Greater Philadelphia Area Details
Alex Butterworth's McAdam Financially Advanced™ Experience 2013 - Present
Job Financial Advisor at McAdam • Financially Advanced™
Industry Financial Services
Experience
McAdam Financially Advanced™   2013 - Present
The Pennsylvania State University Football Team   2010 - 2013

Skills
Customer Service, Strategic Financial..., Finance, Insurance, Investments, Retirement Planning, Public Speaking, Strategic Planning, Sales, Marketing, Business Planning, Asset Management, Investment Management, Asset Allocation, Tax Preparation, Risk Management, Life Insurance, Term Life Insurance, Investment Advisory, Retirement Savings, Business Tax Planning, Tax Advisory, Indexed Annuities, Financial Planning, Variable Annuities, Fixed Annuities, Time Management, Nonprofits, Event Management, Social Media, Sales Management, Marketing Strategy

Education
Penn State University   2010 — 2013
Bachelor of Science (BS)

Andrew Ellison Andrew Ellison Philadelphia, Pennsylvania Details
Andrew Ellison's McAdam Financially Advanced™ Experience September 2014 - October 2014
Job University of Pennsylvania alumni
Industry Insurance
Experience
New York Life Insurance Company  November 2014 - December 2014
McAdam Financially Advanced™   September 2014 - October 2014
University of Pennsylvania Residential Services  October 2010 - May 2014
Student Federal Credit Union at the University of Pennsylvania  October 2011 - October 2012
University of Hawaii at Manoa  June 2010 - August 2012
'Iolani School  September 2008 - June 2010

Skills
Microsoft Excel, Microsoft Office, Research, PowerPoint, Microsoft Word

Education
University of Pennsylvania   2011 — 2014
Bachelor of Arts (BA), Economics and East Asian Studies

'Iolani School   2004 — 2010
High School

Bible Baptist School

James Toupin James Toupin Boston, Massachusetts Details
James Toupin's McAdam Financially Advanced™ Experience 2013 - Present
Job Investment Adviser Representative
Industry Financial Services
Experience
McAdam Financially Advanced™   2013 - Present

Education
Isenberg School of Management, UMass Amherst
Bachelor of Business Administration (BBA), Finance and Operations Management

University of Massachusetts, Amherst

Andrew Messner Andrew Messner Wakefield, Rhode Island Details
Andrew Messner's McAdam Financially Advanced™ Experience June 2014 - July 2015
Job Inbound Sales Representative at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management  July 2015 - Present
McAdam Financially Advanced™   June 2014 - July 2015
Scarborough State Beach   May 2011 - July 2014
Boston Partners Financial Group, LLC  January 2014 - May 2014
Next Level Lacrosse   November 2006 - March 2012
Blue Chip Lacrosse Camps   May 2010 - August 2011

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Exchange, Social Media, Social Networking, Social Skills, Problem Solving, Cpr Certified, AED certified, Team Leadership, Team Management, Communication, AED, First Aid, Leadership, Teamwork, Time Management, PowerPoint, Financial Planning, Investment Strategies

Education
Saint Anselm College   2010 — 2014
Bachelor of Arts (B.A.), Business

LaSalle Academy   2006 — 2010
High School

Alyssa Linduska Alyssa Linduska Chicago, Illinois Details
Alyssa Linduska's McAdam Financially Advanced™ Experience August 2015 - September 2015
Job Sales and Customer Service Assistant at Quorn Foods
Industry Market Research
Experience
Quorn Foods  September 2015 - Present
McAdam Financially Advanced™   August 2015 - September 2015
Loyola University Chicago  September 2011 - August 2015
Quorn Foods  November 2014 - May 2015
Alpha Kappa Psi  August 2013 - December 2013
Mrs. Fields Famous Brands  June 2011 - November 2012

Skills
Marketing, Microsoft Excel, Customer Service, Sponsorship, Social Networking, Leadership, Data Entry, Facebook, Document Management

Education
Loyola University Chicago   2011 — 2015
Bachelor of Business Administration (BBA), Marketing; Women Studies and Gender Studies

John Felice Rome Center, Loyola University   2014 — 2014
Bachelor's Degree, Marketing, Junior

Joseph A. Malec Joseph A. Malec Saint Petersburg, Florida Details
Joseph A. Malec's McAdam Financially Advanced™ Experience October 2014 - August 2015
Job
Industry Financial Services
Experience
New York Life Insurance Company  August 2015 - Present
DAC Integration Inc   2001 - Present
McAdam Financially Advanced™   October 2014 - August 2015
Avaya  2011 - 2013
Avaya Communications  2003 - 2010
DAC Integration   2001 - 2003
Aris Corporation  1997 - 2001
Orange Systems Inc   1995 - 1997
CD Data Corporation   1994 - 1995
Arthur Rutenberg Homes  1987 - 1994

Education
Boca Ciega High School

University of South Florida
Bachelors, Information Systems Management

Cameron Lucey Cameron Lucey Greater Boston Area Details
Cameron Lucey's McAdam Financially Advanced™ Experience June 2015 - Present
Job Head Recruiting Coordinator at McAdam Financially Advanced
Industry Financial Services
Experience
McAdam Financially Advanced™   June 2015 - Present
Amherst Youth Basketball League   November 2012 - Present
Western Mass Pioneers Soccer Club   March 2012 - Present
UMass Amherst  September 2014 - May 2015
University of Massachusetts Amherst  January 2013 - May 2015
Town Sports International  May 2014 - August 2014
Turners Falls High School  March 2014 - June 2014
Isenberg School of Management, UMass Amherst  January 2013 - January 2014
Delta Sigma Pi - Pi Rho Chapter   December 2012 - January 2014
Malden Recreation Department   May 2013 - August 2013

Skills
Time Management, People Skills, Problem Solving, Self-Management, Sports Marketing, Social Media, Customer Service, Teamwork, Social Media Marketing, Blogging, Coaching, Teaching, Team Leadership, Team Building, Leadership, Management, Marketing, Social Networking, Access, Self-management, Higher Education

Education
Liberty University   2015 — 2020
Master of Business Administration (M.B.A.)

Isenberg School of Management, UMass Amherst   2011 — 2015
Bachelor of Science (BS), Sport and Fitness Administration/Management, 3.8

Malden High School   2007 — 2011

Linus Park, MSF, CFP® Linus Park, MSF, CFP® Greater Chicago Area Details
Linus Park, MSF, CFP®'s McAdam Financially Advanced™ Experience December 2014 - Present
Job Investment Director at McAdam Financially Advanced™
Industry Financial Services
Experience
McAdam Financially Advanced™   December 2014 - Present
New England Financial  December 2008 - November 2014
New England Financial  November 2008 - November 2014
MonoGen, Inc.   May 2008 - October 2008
MonoGen, Inc.   June 2007 - May 2008
Netzone Corporation   February 2005 - March 2008
iConnect Network, Inc.   2001 - 2005

Skills
Series 7, Series 65, MCSA, Investment Management, Investment Strategies, Portfolio Assessment, Alternative Investment..., Risk Management, CERTIFIED FINANCIAL...

Education
Northwestern University
Bachelor of Science (B.S.), Economics, 3.9

Northwestern University
Bachelor of Science (B.S.), Organizational Behavior, 3.9

College for Financial Planning   2013 — 2014
Master of Science, Finance, 4.0

Phil Simonides, CFP Phil Simonides, CFP Washington D.C. Metro Area Details
Phil Simonides, CFP's McAdam Financially Advanced™ Experience October 2014 - Present
Job Group Vice President at McAdam Financially Advanced™
Industry Financial Services
Experience
McAdam Financially Advanced™   October 2014 - Present
ING Financial Partners  February 2011 - October 2014
Ameriprise Financial Services, Inc.   March 2009 - February 2011
Ameriprise Financial Services, Inc.   September 1999 - March 2009
American Express Financial Advisors  July 1990 - September 1999

Skills
Retirement Planning, Tax Planning, Leadership, Retirement, Finance, Wealth Management, Investments, Financial Services, Financial Planning, Mutual Funds, Management

Education
College for Financial Planning   1992 — 1994
CFP, Certified Financial Planner

Middlebury College   1983 — 1987
BA, Economics

Carly Greenberg Carly Greenberg University Park, Pennsylvania Details
Carly Greenberg's McAdam Financially Advanced™ Experience June 2015 - Present
Job Accounting Intern at McAdam Financially Advanced™
Industry
Experience
HLG Health Communications  June 2015 - Present
McAdam Financially Advanced™   June 2015 - Present
Alpha Sigma Alpha Sorority  September 2012 - Present
Alpha Sigma Alpha Sorority  December 2013 - December 2014
Alpha Sigma Alpha Sorority  December 2013 - December 2014
Philadelphia magazine  June 2014 - August 2014
Cashman & Associates Public Relations & Special Events   June 2014 - August 2014
Sinai Scholars   December 2013 - July 2014
Alpha Sigma Alpha Sorority  May 2013 - January 2014
The Odyssey Newspaper  2013 - 2014

Skills
Fashion, Social Media, Journalists, Facebook, Twitter, Instagram, Microsoft Word, Editing, Microsoft Office, PowerPoint, Microsoft Excel, Leadership, Public Speaking, Social Networking

Education
Penn State University   2012 — 2016
Communication and Media Studies, Sophomore

Jared Crockett Jared Crockett Greater Boston Area Details
Jared Crockett's McAdam Financially Advanced™ Experience May 2014 - Present
Job Financial Advisor at McAdam Financially Advanced™
Industry Financial Services
Experience
McAdam Financially Advanced™   May 2014 - Present
Continental Paving   May 2012 - October 2014
Quality Buffs Floor Cleaning   February 2008 - September 2010
Herrington Catalog  September 2009 - April 2010

Education
Roger Williams University
Bachelor's Degree, Marketing

Bryan Stretton Bryan Stretton Washington D.C. Metro Area Details
Bryan Stretton's McAdam Financially Advanced™ Experience 2014 - Present
Job Financial Advisor at McAdam Financially Advanced™
Industry Financial Services
Experience
McAdam Financially Advanced™   2014 - Present
Madison Investment Fund  October 2010 - May 2014

Skills
Capital Markets, Portfolio Management, Microsoft Office, Bloomberg, Microsoft Word, Bloomberg Terminal, Financial Analysis, Finance, Equities, Financial Modeling, PowerPoint, Valuation, Microsoft Excel, Investments, Access, Customer Service, Fixed Income, Research

Education
James Madison University - College of Business
Bachelor of Business Administration (B.B.A.), Finance

John McAdam John McAdam Philadelphia, Pennsylvania Details
John McAdam's McAdam Financially Advanced™ Experience September 2010 - Present
Job CFO at McAdam | Financially Advanced
Industry Financial Services
Experience
McAdam Financially Advanced™   September 2010 - Present
Amicus Therapeutics  March 2006 - August 2010
Quest Diagnostics  September 2001 - March 2006
KPMG US  September 1997 - August 2001

Education
Villanova University   1993 — 1997
Bachelor of Science (BS), Accountancy

Rutgers, The State University of New Jersey - Rutgers Business School
Master of Business Administration (MBA), Finance & Strategy

Ryan Collier Ryan Collier Vienna, Virginia Details
Ryan Collier's McAdam Financially Advanced™ Experience May 2014 - Present
Job Financial Advisor at McAdam Financially Advanced™
Industry Financial Services
Experience
McAdam Financially Advanced™   May 2014 - Present
Dynamic Aviation  June 2013 - August 2013
Dynamic Aviation  January 2012 - August 2012
Dynamic Aviation  June 2011 - August 2011

Skills
Outside Sales, Client Service, Sales Process, Client Relations, Lead Generation, Microsoft Office, Microsoft Excel, Access, PowerPoint, Logistics Management, Outlook, Pentagon ERP, Supply Chain Management, Networking, Financial Planning, Business Analysis, Wealth Management, Pre-sales, Sales Presentations, Salesforce.com, Event Planning, Client Education, Client Presentation, Client Rapport, Meeting Scheduling, Coordinate Meetings, Insurance, Life Insurance, Disability Insurance, Health Insurance, Direct Sales, Consultative Selling, Financial Services, Time Management, Teamwork

Education
James Madison University
Bachelor of Business Administration (B.B.A.), Marketing

Blue Ridge Community College
Associates of Applied Science Degree in Business Management

Michael Dias Michael Dias Greater Boston Area Details
Michael Dias's McAdam Financially Advanced™ Experience 2014 - Present
Job Investment Advisor at McAdam
Industry Financial Services
Experience
McAdam Financially Advanced™   2014 - Present

Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Teamwork, English, Team Leadership, Customer Service

Education
Bentley University   2010 — 2014
Bachelor of Science (B.S.), Finance, General

James Lefever James Lefever Greater Philadelphia Area Details
James Lefever's McAdam Financially Advanced™ Experience August 2012 - April 2015
Job Personal Banker at Citizens Bank
Industry Financial Services
Experience
Citizens Bank  May 2015 - Present
McAdam Financially Advanced™   August 2012 - April 2015

Education
Susquehanna University   2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General

Kate Coen Kate Coen Greater Philadelphia Area Details
Kate Coen's McAdam Financially Advanced™ Experience July 2014 - November 2014
Job Trader, Managed Investments at Pershing, a BNY Mellon Company
Industry Financial Services
Experience
Pershing, a BNY Mellon company  November 2014 - Present
McAdam Financially Advanced™   July 2014 - November 2014
Clarion University of Pennsylvania  August 2013 - December 2013
Hartzell's Water Conditioning Inc.   March 2012 - December 2013
Clarion University of Pennsylvania  January 2013 - May 2013
Clarion University of Pennsylvania  May 2010 - March 2012

Skills
Managed Investments, Mutual Fund Wrap, Finance, UMA, SMA, Microsoft Office, Microsoft Excel, Microsoft Word, Google Docs, Higher Education, Microsoft PowerPoint, Microsoft Access

Education
Clarion University of Pennsylvania   2010 — 2013
Bachelor of Science in Business Administration, Finance and Business Economics, 4.0

Rene Coleman Rene Coleman Philadelphia, Pennsylvania Details
Rene Coleman's McAdam Financially Advanced™ Experience BS in SPorts ManagementDrexel UniversityJanuary 2011 - March 2014
Job Financial Advisor at Mcadam Financially Advanced
Industry Financial Services
Experience
McAdam Financially Advanced™   BS in SPorts ManagementDrexel UniversityJanuary 2011 - March 2014
Parma Panthers   March 2013 - August 2013
Drexel University Recreation and Wellness   March 2012 - March 2013
Nobeck Marketing, Inc.   February 2009 - June 2009
University of Connecticut Department of Residential Life  May 2007 - January 2009

Education
Drexel University   2011 — 2014
Sports Management

Steven Montoya Steven Montoya Attleboro, Massachusetts Details
Steven Montoya's McAdam Financially Advanced™ Experience September 2015 - Present
Job Financial Advisor at McAdam Financially Advanced™
Industry Investment Management
Experience
McAdam Financially Advanced™   September 2015 - Present
OPTICOMP Networks   May 2014 - August 2015
Answer is Fitness  March 2008 - August 2015
Ameriprise Financial Services, Inc.   January 2014 - September 2014
Commonwealth Foreign Exchange  May 2013 - August 2013
Rhode Island College  February 2011 - May 2013

Education
Rhode Island College   2010 — 2014
Bachelor of Science (BS), Finance, General

Online Trading Academy   2011 — 2012
Certificate of Completetion, Equities Essentials, FX Essentials, Fixed Income Essentials, Commodities Essentials

Gregory Drozdow Gregory Drozdow Greater Boston Area Details
Gregory Drozdow's McAdam Financially Advanced™ Experience September 2012 - August 2015
Job Financial Advisor
Industry Financial Services
Experience
Concord Wealth Management  September 2015 - Present
McAdam Financially Advanced™   September 2012 - August 2015
Voya Financial  June 2012 - August 2014
CEO in a Box   July 2011 - April 2013
Sheridan Healthcorp  June 2010 - August 2010

Education
Brandeis University   2008 — 2012
Bachelor of Arts (B.A.), Health: Science, Society and Policy; Business

Pine Crest School

Thomas Siekmann Thomas Siekmann Greater Philadelphia Area Details
Thomas Siekmann's McAdam Financially Advanced™ Experience July 2013 - Present
Job Financial Advisor / District Manager at McAdam Financially Advanced
Industry Financial Services
Experience
McAdam Financially Advanced™   July 2013 - Present

Education
Gettysburg College
Bachelor's Degree, History

Jose Fernando Lopez Jose Fernando Lopez Princeton, New Jersey Details
Jose Fernando Lopez's McAdam Financially Advanced™ Experience June 2014 - February 2015
Job Operations Analyst at OHL
Industry Financial Services
Experience
Mutual of Omaha  June 2015 - Present
OZBURN-HESSEY LOGISTICS (OHL)   November 2014 - Present
McAdam Financially Advanced™   June 2014 - February 2015
Amazon  August 2014 - November 2014
Wakefern Food Corporation  March 2010 - September 2013
Wakefern Food Corp.  October 2005 - March 2010
Clifton Board Of Education  July 2003 - October 2005
Dow Jones  January 2000 - July 2003
Kearfott Guidance and Navigation  May 1999 - January 2000

Skills
Management, Networking, Microsoft Excel, Microstrategy, Project Management, Amazon Web Services..., Amazon EC2, Amazon S3, Amazon EBS, Amazon RDS, Windows Azure, Virtualization, VirtualBox, IDE, Linux, Red Hat Linux, Ubuntu, Oracle Enterprise Linux, CentOS, Debian, Fedora, OpenShift, Heroku, DigitalOcean, WordPress, Website Development, Drupal, CSS3, HTML 5, PHP, Java, ASP.NET, Office 365, iCloud, Github, Python, Chef, Microsoft Access, Puppet, Microsoft Word, Microsoft Outlook, SQL, TCP/IP, FTP, VPN, Network Administration, Network Devices, Hardware Installation, Data Analysis, Business Intelligence...

Education
New Jersey Institute of Technology   2005 — 2009
Master of Business Administration (M.B.A.)

New Jersey Institute of Technology   1994 — 1999
Bachelor of Science, Electrical Engineering

Benjamin Meyer Benjamin Meyer New York, New York Details
Benjamin Meyer's McAdam Financially Advanced™ Experience August 2013 - January 2015
Job Advisory Associate at PwC
Industry Financial Services
Experience
PwC  August 2015 - Present
Alden Lincoln Park Rehab Ctr   February 2015 - June 2015
McAdam Financially Advanced™   August 2013 - January 2015
Miami Dolphins & Sun Life Stadium  June 2012 - August 2012
Palm Beach County Sports Commission  June 2011 - July 2011
Signature Healthcare  July 2010 - August 2010
The Palm Beach Post  June 2010 - July 2010
ESPN Radio 760   April 2009 - May 2009

Education
University of Michigan - Stephen M. Ross School of Business   2010 — 2013
Bachelor of Business Administration (BBA)

Greg Donohue Greg Donohue Englishtown, New Jersey Details
Greg Donohue's McAdam Financially Advanced™ Experience June 2015 - August 2015
Job Financial Advisor Intern at McAdam Financially Advanced
Industry Financial Services
Experience
McAdam Financially Advanced™   June 2015 - August 2015
Donohue Law Firm, P.C. - Attorneys at Law   May 2015 - August 2015
Coal Fired Pizza   May 2014 - August 2015

Skills
Microsoft Office, Customer Service, Microsoft Excel, Management, Microsoft Word, PowerPoint, Public Speaking, Research, Project Management, Leadership, Sales, Civil Litigation, Strategic Planning, Finance

Education
The College of New Jersey   2013 — 2017
Bachelor’s Degree, Finance, Law, Politics, and Philosophy, Junior

Patrick Dougher Patrick Dougher Greater New York City Area Details
Patrick Dougher's McAdam Financially Advanced™ Experience September 2015 - Present
Job Financial Advisor at McAdam Financially Advanced™
Industry Financial Services
Experience
McAdam Financially Advanced™   September 2015 - Present
Guy Rancourt Youth Basketball Tournament   March 2015 - March 2015
Northern Nurseries  May 2014 - August 2014
Modell's Sporting Goods  May 2011 - August 2013

Education
Lycoming College   2011 — 2015
Bachelor's degree, Finance

Taylor McPherson Taylor McPherson Greater Chicago Area Details
Taylor McPherson's McAdam Financially Advanced™ Experience June 2015 - Present
Job Financial Representative at McAdam Financially Advanced™
Industry Financial Services
Experience
McAdam Financially Advanced™   June 2015 - Present
IMU Business Office   August 2012 - September 2014
Karrot   June 2014 - August 2014
Dardis Academy  May 2014 - August 2014
Primerica  August 2013 - January 2014
Southeast Polk Community School District  2009 - 2011

Skills
Teamwork, Social Networking, Microsoft Word, PowerPoint, Customer Service, Microsoft Excel, Retail, Public Speaking, Sales, Data Entry, Stata, Forecasting, Facebook, Social Media, English, Windows, AutoCAD, Training, Team Building, Coaching, Risk Management, Social Media Marketing, Blogging, Economics, Financial Planning

Education
University of Iowa   2011 — 2015
Bachelor of Arts (B.A.), Economics

Des Moines Area Community College
In progress for University of Iowa, Finance, General

Nikhil Devarakonda Nikhil Devarakonda Charlotte, North Carolina Details
Nikhil Devarakonda's McAdam Financially Advanced™ Experience October 2014 - 2015
Job Market Research Analyst at NAVEX Global
Industry Financial Services
Experience
NAVEX Global  October 2015 - Present
McAdam Financially Advanced™   October 2014 - 2015

Skills
Microsoft Excel, Teamwork, Interpersonal Skill, Microsoft Office, Account Management, Data Analysis, Strategic Planning

Education
Purdue University
Bachelor of Science (B.S.), Economics

Jonathon Halpert Jonathon Halpert Greater Chicago Area Details
Jonathon Halpert's McAdam Financially Advanced™ Experience February 2014 - March 2015
Job National Account Manager at Circle Logistics, Inc
Industry Logistics and Supply Chain
Experience
Circle Logistics, Inc  April 2015 - Present
McAdam Financially Advanced™   February 2014 - March 2015
South Central Bank  May 2013 - August 2013
Merrill Lynch  July 2011 - August 2011
Bee Pee Sales   June 2010 - September 2010

Skills
PowerPoint, Microsoft Office, Public Speaking, Finance, Financial Analysis, Outlook, Accounting, Access, Loans, Fundraising, Financial Planning, Management, Facebook, Sales, Data Analysis, Microsoft Excel, Microsoft Word

Education
University of Illinois at Chicago   2011 — 2014
Bachelor of Science (B.S.), Finance, General with a certificate in Entrepreneurship

Darnell Davis Darnell Davis Greater New York City Area Details
Darnell Davis's McAdam Financially Advanced™ Experience May 2014 - June 2015
Job Financial Professional seeking a position in Business/ Financial Analyst, Market Research, or Wealth Management
Industry Financial Services
Experience
McAdam Financially Advanced  May 2014 - June 2015
Communication Systems, Inc.   September 2013 - December 2013
R.W. Pressprich & Co.   June 2009 - August 2009

Skills
Portfolio Management, Finance, Insurance, Retirement Planning, Financial Services, Microsoft Excel, PowerPoint, Leadership, Data Analysis, Strategic Planning, Corporate Finance, Investments, Strategic Financial..., Financial Modeling, Mutual Funds, Financial Analysis

Education
Muhlenberg College   2010 — 2014
Bachelor of Arts (B.A.), Business Administration and Management, and Finance

Hackley School   2006 — 2010
High School Diploma

Evan Beach, CFP®, AWMA® Evan Beach, CFP®, AWMA® Washington D.C. Metro Area Details
Evan Beach, CFP®, AWMA®'s McAdam Financially Advanced™ Experience 2009 - May 2015
Job CERTIFIED FINANCIAL PLANNER™Wealth Manager at Campbell Wealth Management
Industry Financial Services
Experience
Campbell Wealth Management- A Registered Investment Advisor   2015 - Present
McAdam Financially Advanced™   2009 - May 2015

Education
Georgetown University
Certificate in Financial Planning

College for Financial Planning

University of Delaware - Lerner College of Business and Economics

James Webber James Webber Greater Chicago Area Details
James Webber's McAdam Financially Advanced™ Experience August 2014 - February 2015
Job Senior Loan Officer at Midwest Equity Mortgage, LLC
Industry Financial Services
Experience
Midwest Equity Mortgage, LLC  February 2015 - Present
McAdam Financially Advanced™   August 2014 - February 2015
ING Financial Partners  June 2014 - August 2014
Grubhub, Inc  August 2011 - May 2014
Lionheart Financial-ING Financial Partners   June 2013 - August 2013
GrubHub Seamless  May 2013 - August 2013
Brothers Bar & Grill  2011 - 2013
Midwest Equity Mortgage  May 2012 - August 2012

Skills
Customer Satisfaction, Marketing, Social Networking, Social Media, Retail, Facebook, Social Media Marketing, PowerPoint, Event Planning, Leadership, Microsoft Word, Microsoft Excel, Microsoft Office, Estate Planning, Estate Tax Planning, Retirement Planning, Business Tax Planning, REIT, Financial Risk..., Tax Planning, Financial Planning

Education
University of Illinois   2010 — 2014
B.S, Financial Planning; Business Administration Minor

Brother Rice High School   2006 — 2010

Allison Barrett Allison Barrett Philadelphia, Pennsylvania Details
Allison Barrett's McAdam Financially Advanced™ Experience January 2013 - June 2015
Job Technical Recruiter at The Judge Group
Industry Information Technology and Services
Experience
The Judge Group  June 2015 - Present
McAdam Financially Advanced™   January 2013 - June 2015
Philadelphia Business Journal  April 2012 - July 2012
Allied Integrated Marketing  January 2012 - May 2012
Awbury Arboretum  January 2012 - May 2012
Saint John's Hospice   June 2011 - August 2011
Philadelphia VA Medical Center  June 2011 - August 2011

Skills
Marketing Communications, Interpersonal..., Event Management, Media Research, Publicity, Promotions, Public Relations, Editing, Microsoft Word, PowerPoint, Social Media Marketing, Management, Sales, Social Media, Salesforce.com, Recruiting, Research, Facebook, Social Networking, Human Resources, Event Planning, Press Releases, Strategic Communications, Media Relations, Internal Communications, Blogging, Newsletters, Strategic Planning, Press Kits, Microsoft Office, Microsoft Excel

Education
La Salle University   2008 — 2012
Bachelor of Arts (B.A.), Communication

La Salle University   2008 — 2012
Bachelor of Arts, Communication; Public Relations track)

Travel Study Eastern Europe

David Tierney David Tierney Greater Boston Area Details
David Tierney's McAdam Financially Advanced™ Experience 2014 - Present
Job Financial Advisor at McAdam Financially Advanced
Industry Financial Services
Experience
McAdam Financially Advanced™   2014 - Present

Education
Salve Regina University
Bachelor of Science in Accounting, Minor in Business Administration

Salve Regina University
Master of Business Administration (MBA), Business Administration and Management, General

Timothy R. McGreevy Timothy R. McGreevy Philadelphia, Pennsylvania Details
Timothy R. McGreevy's McAdam Financially Advanced™ Experience October 2014 - Present
Job Investment Executive at McAdam Financially Advanced™
Industry Financial Services
Experience
McAdam Financially Advanced™   October 2014 - Present
ING Financial Partners  March 2012 - October 2014
McGreevy Brother's Selling Service   June 2011 - March 2012
LoudmouthFan   November 2010 - January 2012
C&W Mechanical Contracting Company   October 2008 - August 2010
C&W Mechanical Contracting Company   October 2008 - August 2010

Skills
Leadership, Microsoft Excel, Public Speaking, Social Media, Marketing, Social Networking, Finance, Management, Sales, Event Planning, Financial Analysis

Education
Gettysburg College   2008 — 2012
Bachelor of Arts (BA), Organization and Management Studies (OMS)

Gettysburg College   2008 — 2012
Minor, Business

Steven Fernandez Steven Fernandez Greater New York City Area Details
Steven Fernandez's McAdam Financially Advanced™ Experience June 2013 - Present
Job Financial Advisor at Mcadam Financial Group
Industry Marketing and Advertising
Experience
McAdam Financially Advanced™   June 2013 - Present
ING Financial Partners  June 2013 - October 2014

Education
The College of New Jersey   2008 — 2012
Bachelor of Science (B.S.), Marketing and Finance

James Tringali James Tringali Washington D.C. Metro Area Details
James Tringali's McAdam Financially Advanced™ Experience July 2015 - Present
Job Financial Advisor at McAdam Financially Advanced
Industry Financial Services
Experience
McAdam Financially Advanced™   July 2015 - Present
St. Norbert College  October 2013 - May 2015
Schneider National  June 2014 - August 2014
St. Norbert College  August 2012 - May 2013
St. Norbert College  January 2012 - May 2012

Education
St. Norbert College   2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance and Economics, Graduated

Avery Riggs Avery Riggs Boston, Massachusetts Details
Avery Riggs's McAdam Financially Advanced™ Experience June 2015 - Present
Job Recruiter at McAdam Financially Advanced™
Industry Information Services
Experience
McAdam Financially Advanced™   June 2015 - Present
University of Massachusetts Amherst  August 2014 - Present
John Hancock Financial Services  May 2014 - August 2014
Edwards Wildman Palmer LLP  July 2013 - August 2013
Edwards Wildman Palmer LLP  June 2012 - August 2012
Brigham and Women's Hospital  July 2010 - August 2010

Skills
Public Relations, Public Speaking, Microsoft Word, Research, PowerPoint, Microsoft Excel, Microsoft Office, Social Media, Editing, Outlook, Teamwork, Fundraising, Facebook, English, Social Networking, Customer Service, Time Management, Data Analysis, Event Management

Education
Isenberg School of Management, UMass Amherst   2014 — 2017
Finance, Risk Management concentration

Umass Amherst   2013 — 2017
Political Science and Government, Finance, 3.33/4.0

Boston Latin Academy   2007 — 2013
High school diploma

Chris Corvino Chris Corvino Greater New York City Area Details
Chris Corvino's McAdam Financially Advanced™ Experience June 2015 - Present
Job Attended University of Delaware
Industry
Experience
McAdam Financially Advanced™   June 2015 - Present

Skills
Microsoft Office, Social Media, PowerPoint, Microsoft Word, Leadership, Social Networking, Teamwork

Education
University of Delaware   2013 — 2015
Bachelor of Arts (BA), Sociology

Katie Woloshin Katie Woloshin Greater Philadelphia Area Details
Katie Woloshin's McAdam Financially Advanced™ Experience October 2014 - March 2015
Job Financial Adviser at Woloshin Investment Management
Industry Financial Services
Experience
Woloshin Investment Management   April 2015 - Present
McAdam Financially Advanced™   October 2014 - March 2015
ING Financial Partners  October 2012 - March 2015
Kaplan University  September 2011 - June 2012

Education
James Madison University - College of Business   2008 — 2010
Bachelor of Science (BS), Writing, Rhetoric, and Technical Communication

James Madison University
WRTC, Writing, Rhetoric, and technical communication

Matthew Manfredi Matthew Manfredi Scranton, Pennsylvania Area Details
Matthew Manfredi's McAdam Financially Advanced™ Experience 2014 - 2015
Job Financial Services Professional
Industry Financial Services
Experience
McAdam Financially Advanced™   2014 - 2015
City Of Hazleton   May 2010 - August 2013

Education
Penn State University   2010 — 2014
Bachelor’s Degree, Psychology Business

Rodney Fanith Rodney Fanith Greater New York City Area Details
Rodney Fanith's McAdam Financially Advanced™ Experience June 2015 - September 2015
Job Loss Prevention Guard at Century 21 Department Stores
Industry Retail
Experience
McAdam Financially Advanced™   June 2015 - September 2015
Century 21 Department Stores  August 2011 - September 2014
Playfair Planning Services  April 2014 - July 2014
City College of New York  September 2010 - July 2011
City College of New York  June 2009 - July 2011

Skills
Loss Prevention, Retail, Merchandising, Customer Service, Inventory Control, Microsoft Word, PowerPoint, Microsoft Excel, Microsoft Office, Time Management, Data Entry, Leadership, Public Speaking, Research, Event Planning, Social Media, Inventory Management

Education
City University of New York City College
Bachelor's degree, Economics

Redmond Manierre Redmond Manierre Washington D.C. Metro Area Details
Redmond Manierre's McAdam Financially Advanced™ Experience March 2014 - Present
Job Financial Advisor at McAdam
Industry Financial Services
Experience
McAdam Financially Advanced™   March 2014 - Present
University of Mary Washington  August 2009 - December 2013
PSD Group  June 2013 - August 2013

Education
University of Mary Washington   2009 — 2013
Bachelor of Science (B.S.), Economics & Business Administration

Shanghai University of Finance and Economics

Joshua Haghighi Joshua Haghighi Philadelphia, Pennsylvania Details
Joshua Haghighi's McAdam Financially Advanced™ Experience September 2014 - December 2014
Job Product Development Analyst
Industry Financial Services
Experience
Comcast Cable  April 2015 - August 2015
McAdam Financially Advanced™   September 2014 - December 2014
Delaware Investments  April 2014 - September 2014
ING U.S.   October 2013 - December 2013
Hydration Depot   April 2010 - September 2013
JJSports   June 2008 - August 2013

Skills
Customer Service, Ebay Sales, Graphic Design, Entrepreneurship, Microsoft Office, Leadership, Social Media, Facebook, Microsoft Excel, Recruiting, Human Resources, Event Planning, Event Management, Strategic Planning, PowerPoint, Time Management, Financial Analysis, Team Leadership, Business Planning, Retail, Finance, Investments, Strategic Financial..., Investment Strategies, Wealth Management, Salesforce.com, Financial Modeling, Trading, Financial Planning

Education
Drexel University   2012 — 2017
Bachelor of Business Administration (B.B.A.), Business Analytics and Finance

The University of Hong Kong
Bachelor of Business Administration (BBA), Banking, Corporate, Finance, and Securities Law

Matthew Kunkel Matthew Kunkel Hoboken, New Jersey Details
Matthew Kunkel's McAdam Financially Advanced™ Experience July 2014 - Present
Job Financial Advisor at McAdam Financially Advanced
Industry Financial Services
Experience
McAdam Financially Advanced™   July 2014 - Present
Duke University  September 2012 - January 2013
SevOne Inc  August 2013 - 2013
All West Lacrosse  June 2011 - August 2011
DJS Labels   June 2010 - August 2010

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, Cold Calling Experience, Salesforce.com, Program Management, Management

Education
Duke University   2010 — 2014
Bachelor of Arts, History (AB)

Duke University

Tyler D. Patrick Tyler D. Patrick Mount Laurel, New Jersey Details
Tyler D. Patrick's McAdam Financially Advanced™ Experience June 2015 - Present
Job Susquehanna University Graduate
Industry Financial Services
Experience
McAdam Financially Advanced™   June 2015 - Present
UBS Wealth Management  May 2014 - August 2014
Larchmont Swim Club  May 2012 - August 2013

Skills
Microsoft Word, Microsoft Excel, Microsoft Office, Event Planning, PowerPoint, Public Speaking, Team Leadership, Teamwork, Finance, Research, Customer Service

Education
Susquehanna University   2011 — 2015
Bachelor of Science (BS), Finance, General

Susquehanna University   2011 — 2015
Bachelor of Science (B.S.), Finance, General

Daniel Harnett Daniel Harnett Boston, Massachusetts Details
Daniel Harnett's McAdam Financially Advanced™ Experience September 2014 - Present
Job Financial Advisor at McAdam Financially Advanced™
Industry Financial Services
Experience
McAdam Financially Advanced™   September 2014 - Present
The Herald News and Tauntun Daily Gazette   2013 - 2013
Lovett Scheffrin Harnett   2010 - 2013

Skills
Investments, Tax, Cash Flow, Investment Strategies, Microsoft Excel, Business Planning, Customer Service, Finance

Education
Stonehill College   2010 — 2014
Bachelor’s Degree, English

John T. Moriarty John T. Moriarty Milford, Pennsylvania Details
John T. Moriarty's McAdam Financially Advanced™ Experience June 2014 - January 2015
Job Financial Advisor
Industry Financial Services
Experience
Merrill Lynch  February 2015 - Present
McAdam Financially Advanced™   June 2014 - January 2015
Olympia Sports  2013 - January 2014

Skills
Finance, Sales, Social Networking, Marketing, Management, Business Management..., Entrepreneurship, Personal Training, Public Speaking, Time Management, Employee Training, Retail, Business, People Skills, Nutrition, Highly personable, History, Fitness Training, Health Education, Sports Nutrition, Store Management, Payroll, Investments, Financial Planning, Insurance, Risk Management, Life Insurance, Financial Analysis, Strategic Planning, Customer Service, FINRA, Series 7, Series 66, Retirement Planning, Financial Advisory, Wealth Management, Financial Services

Education
East Stroudsburg University of Pennsylvania   2012 — 2014
Bachelor of Science (BS), Business management/ finance, 3.5

Charles Buffington Charles Buffington Washington D.C. Metro Area Details
Charles Buffington's McAdam Financially Advanced™ Experience May 2015 - July 2015
Job Wealth Management Intern at McAdam Financial Group
Industry Financial Services
Experience
Madison Investment Fund  November 2014 - Present
McAdam Financially Advanced™   May 2015 - July 2015

Skills
Microsoft Excel, Microsoft Word, Public Speaking, Microsoft Office, PowerPoint, Teamwork, Analysis, English, Sales, Social Media, Time Management, Data Analysis, Teaching, Strategic Planning, Budgets, Customer Service, Investments, Leadership

Education
James Madison University   2014 — 2018
Bachelor’s Degree, Finance, General

Kettle Run High School   2010 — 2014
High School

Alaric Goth Alaric Goth Washington D.C. Metro Area Details
Alaric Goth's McAdam Financially Advanced™ Experience May 2014 - Present
Job Financial Advisor at McAdam
Industry Financial Services
Experience
McAdam Financially Advanced™  May 2014 - Present
Shanghai General Motors  May 2012 - July 2012
Riverview Property Management   2009 - 2012
Conquest Technologies, Inc.   May 2011 - August 2011
Valhalla Club Lacrosse Team   June 2009 - August 2011

Skills
Finance, Financial Analysis, Customer Service, Business Analysis, Wealth Management, Financial Planning, Retirement Planning, Business Planning, Fiduciary Services, Financial Services, Estate Planning, Business Tax Planning, Retirement Income..., 401k Rollovers, Wealth Accumulation, Roth IRA, Alternative Investments, Wealth Preservation, Intergenerational..., Consulting, Tax Planning, 529 Plans, Small Business..., Risk Assessment, SEP IRA, Simple IRA, Financial Statement..., Multi-generational..., Management, Spanish, Business Development, Marketing, Lead Generation, International Business, Market Research, TSP, Life Insurance, IRAs, Pension Funds, Deferred Compensation, Compensation & Benefits, Compensation Planning, Risk Management, Business Continuity..., Investment Management, Rollovers, Portfolio Management, Sales, Portfolio Optimization, Fixed Income Portfolio...

Education
Auburn University
Bachelor of Science (BS), International Business

Mount Hebron High School

Justin Westre Justin Westre Greater Chicago Area Details
Justin Westre's McAdam Financially Advanced™ Experience September 2014 - September 2015
Job Financial Representative at McAdam Financially Advanced™
Industry Financial Services
Experience
IHSA OFFICIAL  May 2008 - Present
McAdam Financially Advanced™   September 2014 - September 2015
Grinnell College  September 2009 - May 2013
Kenall Lighting  June 2010 - September 2012
Grinnell College  2011 - 2012

Skills
Marketing Strategy, Market Research, Project Management, Brand Development, Ergonomics, Sports Management, Sports Marketing, Sports Coaching, Literary Fiction, Literary Criticism, Youth Mentoring, Marketing, Cold Calling, Creative Writing, Editing, Marketing Communications, Customer Service, Community Outreach, Microsoft Excel, Public Speaking

Education
Grinnell College   2009 — 2013
Bachelor of Arts (BA), English Language and Literature/Letters

Lake Forest Academy   2005 — 2009
High School Diploma

Zheng (Will) Zhan Zheng (Will) Zhan Greater Boston Area Details
Zheng (Will) Zhan's McAdam Financially Advanced™ Experience March 2015 - Present
Job McAdam Financial
Industry Capital Markets
Experience
McAdam Financially Advanced™   March 2015 - Present
Monex Group, Inc.   June 2015 - August 2015
Flatbook  January 2014 - September 2014
China Merchants Bank  January 2011 - March 2011

Skills
Accounting, Financial Analysis, Marketing Strategy, Communication, Teamwork, Management, Microsoft Excel, Microsoft Office, Leadership, Microsoft Word, Public Speaking

Education
Boston University   2012 — 2016
Accounting and Finance

Anton Scoco Anton Scoco Greater Chicago Area Details
Anton Scoco's McAdam Financially Advanced™ Experience June 2014 - Present
Job Financial Advisor at McAdam Financially Advanced™
Industry Financial Services
Experience
McAdam Financially Advanced™   June 2014 - Present

Education
Bucknell University   2010 — 2014
Bachelor of Science in Business Administration

Lake Forest High School   2006 — 2010

Sina Ebadi Sina Ebadi Chester Springs, Pennsylvania Details
Sina Ebadi's McAdam Financially Advanced™ Experience May 2014 - June 2015
Job Credit Risk Analyst at JPMorgan Chase & Co.
Industry Higher Education
Experience
JPMorgan Chase & Co.   June 2015 - Present
McAdam Financially Advanced™   May 2014 - June 2015
LJD Adhesives   April 2013 - August 2013
First Niagara Bank  May 2012 - August 2012
Law Offices  May 2011 - August 2011

Skills
PowerPoint, Microsoft Office, Public Speaking, Facebook, Social Media, Microsoft Excel, Event Planning, Time Management, Research, Microsoft Word, Teamwork, Leadership, Financial Analysis

Education
University of Pittsburgh   2011 — 2014
Bachelor of Science (B.S.), Finance

Temple University   2010 — 2011
Finance, General

John Rupp John Rupp Washington, District Of Columbia Details
John Rupp's McAdam Financially Advanced™ Experience January 2015 - May 2015
Job Financial Advisor at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors  May 2015 - Present
McAdam Financially Advanced™   January 2015 - May 2015
McAdam Financially Advanced™   July 2014 - January 2015
Foundation for Sustainable Development  June 2013 - August 2013
Landon Boys Day Camp   2010 - 2012
Landon Boys Day Camp   2007 - 2009
Montgomery County Judicial Center   June 2006 - August 2006

Skills
Public Speaking, PowerPoint, Social Media, Event Planning, Hunting, Leadership, Microsoft Excel, Research, Social Networking

Education
Gettysburg College   2010 — 2014
Bachelor of Arts (B.A.), Organizational Management Studies

Alex Kob Alex Kob Greater Chicago Area Details
Alex Kob's McAdam Financially Advanced™ Experience March 2014 - Present
Job Financial Advisor at McAdam│Financially Advanced™
Industry Financial Services
Experience
McAdam Financially Advanced™   March 2014 - Present
Voya Investment Management  2014 - 2014
State Farm  May 2013 - August 2013
The Shelby Group  May 2012 - August 2012
Certavi Et Vici Financial   June 2011 - June 2012

Education
Indiana University - Kelley School of Business   2010 — 2014
Bachelor of Science, Finance, Accounting, and International Business

Alexander Hanna Alexander Hanna Greater Chicago Area Details
Alexander Hanna's McAdam Financially Advanced™ Experience August 2014 - January 2015
Job VMI Planner Analyst at PepsiCo
Industry Logistics and Supply Chain
Experience
PepsiCo  February 2015 - Present
McAdam Financially Advanced™   August 2014 - January 2015
ING  May 2014 - August 2014
University of Michigan  March 2012 - August 2014
University of Michigan Ross School of Business  May 2012 - May 2014
Around Campus  May 2013 - August 2013

Skills
Data Analysis, Microsoft Excel, Microsoft Office, SPSS, Research, PowerPoint, Supply Chain, Inventory Management, Stata, R, Customer Service, Matlab, ServSafe, Event Planning, Public Speaking, C++, Critical Thinking, Microsoft Word, Logistics, Series 7, Series 66, Inventory Analysis, Teamwork

Education
University of Michigan   2010 — 2014
Bachelor's Degree, Statistics

University of Michigan   2010 — 2014
Bachelor's Degree, Economics

Brian Flannery Brian Flannery Greater Boston Area Details
Brian Flannery's McAdam Financially Advanced™ Experience October 2014 - Present
Job Registered Representative at McAdam Financially Advanced™
Industry Investment Management
Experience
McAdam Financially Advanced™   October 2014 - Present
Resin Systems Corporation   May 2012 - September 2012
Resin Systems Corporation   May 2011 - September 2011

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Marketing, Teamwork, Strategic Planning, Management

Education
Boston University   2009 — 2013
Bachelor of Science (BS), Advertising

Central Catholic High School   2005 — 2009

St. Augustine's

Robert Kimball Robert Kimball New York, New York Details
Robert Kimball's McAdam Financially Advanced™ Experience March 2014 - June 2015
Job Investment Professional at J.P. Morgan Private Bank
Industry Financial Services
Experience
JPMorgan Chase & Co.   July 2015 - Present
McAdam Financially Advanced™   March 2014 - June 2015
Hennion & Walsh  June 2013 - January 2014

Skills
Investments, Financial Planning, Financial Services, Retirement Planning, Life Insurance, Long-term Care, Disability Insurance, Wealth Accumulation, Estate Planning, College Education..., Mutual Funds, Fixed Annuities, Variable Annuities, Investment Advisory, Asset Management, Investment Strategies, Equities

Education
Rutgers University-New Brunswick   2008 — 2013
Bachelor of Arts (B.A.), Biological Sciences and Economics

Ocean City High School   2004 — 2008

Scott McVey Scott McVey Chicago, Illinois Details
Scott McVey's McAdam Financially Advanced™ Experience October 2014 - Present
Job Financial Advisor at McAdam Financially Advanced™
Industry Financial Services
Experience
McAdam Financially Advanced™   October 2014 - Present
Voya Financial  September 2014 - October 2014
The Cleveland Clinic Foundation  May 2013 - August 2013
Market Garden Brewery  December 2012 - January 2013
Advanced Tent Solutions   January 2006 - January 2010

Skills
Microsoft Excel, Microsoft Office, Investments, PowerPoint, Auditing, Sales, Training, Finance, Microsoft Word, Management, Business Tax Planning, Financial Risk..., Tax Planning, Mutual Funds, Personal Financial..., REIT, Estate Tax Planning, Financial Planning

Education
The Ohio State University   2010 — 2014
Bachelor of Science (B.S.)

The Ohio State University, Fisher School of Business   2010 — 2014
B. S, Finance

St. Ignatius High School   2006 — 2010
Graduate

Timothy Hackel Timothy Hackel Chicago, Illinois Details
Timothy Hackel's McAdam Financially Advanced™ Experience August 2013 - Present
Job Financial Advisor at McAdam Financially Advanced™
Industry Financial Services
Experience
McAdam Financially Advanced™   August 2013 - Present
Voya Financial  August 2013 - October 2014
Lakeview Bus Company   June 2010 - July 2013
ChicagoTwentySomething   September 2012 - November 2012
Prestwick Country Club  May 2004 - August 2009
Panera Bread  September 2007 - April 2008

Skills
Finance, Microsoft Excel, PowerPoint, Microsoft Office, Budgets, Microsoft Word, Dreamweaver, CSS, Team Leadership, Photoshop, Public Speaking, Life & Health Insurance..., Marketing, Retirement Planning, Adobe Photoshop, Turbo Tax, Analysis, Fixed Annuities, Variable Annuities, Customer Service, Social Media, Leadership, Time Management, Teamwork, Management, Social Networking, Investments, Financial Analysis, Event Planning, Research, Risk Management, Outlook, Portfolio Management

Education
DePaul University   2009 — 2013
Bachelor of Commerce (B.Com.), Finance, General

Suhani Rathi Suhani Rathi Boston, Massachusetts Details
Suhani Rathi's McAdam Financially Advanced™ Experience 2015 - 2015
Job Student at Boston University
Industry Education Management
Experience
Kumon  June 2013 - Present
McAdam Financially Advanced™   2015 - 2015

Skills
Microsoft Word, Microsoft Excel, PowerPoint, Tutoring, Classroom Management, Teamwork, Office Administration

Education
Boston University   2013 — 2016
Bachelor of Science (BS), Business Management and Psychology

Drexel University   2012 — 2013

Brookline High School   2008 — 2012

Jake Mallinson Jake Mallinson Middletown, Rhode Island Details
Jake Mallinson's McAdam Financially Advanced™ Experience May 2014 - Present
Job Financial Advisor at McAdam Financially Advanced™
Industry Financial Services
Experience
McAdam Financially Advanced™   May 2014 - Present
Sachuest Beach   May 2013 - September 2014
Sachuest Beach   May 2008 - September 2012

Skills
PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Teamwork, Customer Service, Public Speaking, Time Management, Social Media, Leadership, Critical Thinking, Adobe Design Programs, Surf Rescue Certified, Cpr Certified, Red Cross Certified, Research, Financial Analysis, Retirement Plan..., Social Networking

Education
Saint Anselm College   2010 — 2014
Bachelor of Arts (BA), Business

Middletown High School   2006 — 2010

Pablo de la Llama V, CAE Pablo de la Llama V, CAE Greater Chicago Area Details
Pablo de la Llama V, CAE's McAdam Financially Advanced™ Experience April 2014 - February 2015
Job Financial Advisor, Retirement, College Savings, Insurance
Industry Nonprofit Organization Management
Experience
McAdam Financially Advanced™   April 2014 - February 2015
Association of Corporate Counsel  September 2012 - March 2014
American Institute of Architects (AIA)   January 2010 - August 2012
The American Institute of Architects (AIA)   December 2008 - December 2009
The American Institute of Architects (AIA)   September 2007 - December 2008
The American Institute of Architects (AIA)   April 2005 - September 2007
Nationwide Insurance Company  2001 - 2005
Sears Holdings Corporation  May 1999 - August 1999
UFF   1996 - 1998

Skills
Public Speaking, Public Relations, Messaging, Non-profits, Strategic Planning, Architecture, Program Management, Project Management, Sustainability, Project Planning, Leadership, Fundraising, Event Planning, Nonprofits, Event Management, Social Media, Analysis, Community Outreach, Staff Development, Management, Community Development, Leadership Development, Volunteer Management

Education
University of Florida   1996 — 2004
BA, Business

Ransom Everglades

Nicholas Royce Nicholas Royce Chicago, Illinois Details
Nicholas Royce's McAdam Financially Advanced™ Experience October 2014 - September 2015
Job Regional Consultant at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs  September 2015 - Present
McAdam Financially Advanced™   October 2014 - September 2015
Voya Financial  May 2013 - October 2014
The Brookings Institution  September 2012 - November 2012

Skills
Retirement Planning, Asset Allocation, Investment Advisory, Uniform Combined State..., Financial Analysis, Investment Strategies, Economics, Wealth Management, IRAs, 401k

Education
University of Michigan   2009 — 2013
Bachelor of Arts (BA), Economics and Political Science

Brett Koliani Brett Koliani Philadelphia, Pennsylvania Details
Brett Koliani's McAdam Financially Advanced™ Experience June 2014 - Present
Job Wealth Management Strategist at McAdam Financially Advanced™
Industry Investment Management
Experience
McAdam Financially Advanced™   June 2014 - Present
Saint Joseph's University  August 2010 - May 2014
Aegle Advisors   July 2013 - August 2013
Monteifiore   December 2012 - December 2012
Anlyan Research Center Yale University   August 2012 - September 2012

Skills
Asset Management, Retirement Planning, Wealth Management, Life Insurance, Portfolio Management

Education
Saint Joseph's University   2010 — 2014
Bachelor of Science (B.S.), Interdisciplinary health services

Saint Joseph's University   2010 — 2014
Bachelors of Science in Interdisciplinary Health Services, Health/Health Care Administration/Management

Gregory Palivos Gregory Palivos Chicago, Illinois Details
Gregory Palivos's McAdam Financially Advanced™ Experience October 2013 - May 2015
Job Managing Principal at Access Advisors, LLC
Industry Financial Services
Experience
Access Advisors, LLC   May 2015 - Present
McAdam Financially Advanced™   October 2013 - May 2015
Voya Financial  October 2013 - October 2014
Nevada Real Estate Investments LLC   January 2008 - 2012
Estate Properties LLC   June 2010 - September 2010

Skills
Series 66, Series 7, Marketing, Management, Finance, Sales, Investments, Social Media, Customer Service, Social Media Marketing, Leadership, Mergers & Acquisitions, Uniform Combined State..., Insurance, Strategy

Education
Northwestern University   2010 — 2013
Economics, 3.5

Aric Menn Aric Menn Chicago, Illinois Details
Aric Menn's McAdam Financially Advanced™ Experience May 2014 - May 2015
Job Account Executive at Yelp
Industry Online Media
Experience
Yelp  May 2015 - Present
McAdam Financially Advanced™   May 2014 - May 2015
Hi-Five Sports Clubs  May 2013 - August 2013
American Building Services  May 2013 - August 2013

Skills
Sales, Economics, Series 7, Series 66, Leadership, Finance, Microsoft Excel, PowerPoint, Marketing, Microsoft Word, Research, Customer Service

Education
Arcadia University Florence

Glenbrook North High School

University of Illinois at Urbana-Champaign
Bachelor of Science (BS), Consumer Economics

Christina Capozzi Christina Capozzi Chicago, Illinois Details
Christina Capozzi's McAdam Financially Advanced™ Experience February 2015 - April 2015
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

Patrick Chirchirillo Patrick Chirchirillo Philadelphia, Pennsylvania Details
Patrick Chirchirillo's McAdam Financially Advanced™ Experience August 2014 - Present
Job Financial Advisor for Executives, Inheritances and Businesses > $10 MM Revenue | District Manager at McAdam
Industry Financial Services
Experience
McAdam Financially Advanced™   August 2014 - Present
Voya Financial  October 2013 - October 2014
ING Financial Partners  February 2013 - October 2013
ING Financial Partners  May 2012 - February 2013

Skills
Investments, Sales, Retirement Planning, Leadership, Financial Analysis, Financial Modeling, Strategic Financial..., Management, Customer Service, Portfolio Management, Social Media, Insurance, Strategy, 401k, Entrepreneurship, Recruiting, Multi-generational..., Wealth Transfer, Inheritance Tax Planning, Financial Planning

Education
The College of New Jersey
Bachelor's Degree, Finance

Jonathan Sheroff Jonathan Sheroff Boston, Massachusetts Details
Jonathan Sheroff's McAdam Financially Advanced™ Experience March 2015 - September 2015
Job Financial Advisor at McAdam Financially Advanced
Industry Financial Services
Experience
McAdam Financially Advanced™   March 2015 - September 2015
State Street Bank  May 2013 - June 2014
University of Massachusetts Dining   September 2010 - May 2013
Stoughton, Massachusetts District Court House   January 2013 - February 2013
Big Head Construction   May 2012 - August 2012
The National Society of Collegiate Scholars  August 2010 - May 2011

Education
University of Massachusetts, Amherst
Bachelor's Degree, Political Science and Government

Christopher Gaier Christopher Gaier Chicago, Illinois Details
Christopher Gaier's McAdam Financially Advanced™ Experience May 2014 - Present
Job Financial Advisor at McAdam | Financially Advanced
Industry Financial Services
Experience
McAdam Financially Advanced™   May 2014 - Present
The Ohio State University  2012 - 2014
The Ohio State University  2012 - 2014

Skills
Microsoft Office, CampusCall, DocFinity, Communication Skills, Leadership, Always Punctual, Organized, Hardworking, Personality, Respect, Integrity, Software Documentation, Critical Thinking, Time Management, Microsoft Word, Access, Stata

Education
Miami University

The Ohio State University
Bachelor of Arts (B.A.), Economics

Kelsey Morgan Kelsey Morgan Chicago, Illinois Details
Kelsey Morgan's McAdam Financially Advanced™ Experience November 2014 - April 2015
Job Human Resources Administrator at Allianz
Industry Human Resources
Experience
Allianz Global Corporate & Specialty (AGCS)   April 2015 - Present
McAdam Financially Advanced™   November 2014 - April 2015
DePaul University  2012 - 2014
Urban Relish   2012 - 2014
John H. Stroger Hospital of Cook County  2013 - 2013
Joe's Garage  May 2010 - September 2010

Skills
Microsoft Office, Social Media, Social Media Marketing, Social Networking, Customer Service, Organizational..., Clinical Research, Qualitative Research, Marketing Research, Interviews, Recruiting, Time Management

Education
DePaul University   2012 — 2015
Bachelor of Arts (B.A.), Relational Communication and Psychology

Edina High School   2008 — 2012

Daniel Breen Daniel Breen Chicago, Illinois Details
Daniel Breen's McAdam Financially Advanced™ Experience November 2013 - February 2015
Job Area Sales Manager Midwest Region at B&G Foods
Industry Food & Beverages
Experience
B&G Foods  February 2015 - Present
McAdam Financially Advanced™   November 2013 - February 2015
GNC  October 2013 - April 2014
Total Quality Logistics  September 2012 - July 2013
Miner Elastomer Products Corporation   May 2011 - September 2012
GMR Marketing  April 2012 - April 2012

Skills
Microsoft Office, Sales, PowerPoint, Microsoft Excel, Microsoft Word, Customer Service, Marketing, Social Media, Time Management, Illustrator, Sales Management, Retail

Education
Illinois State University   2008 — 2012
BS, Marketing, 3.41

Andrew Hannigan Andrew Hannigan Philadelphia, Pennsylvania Details
Andrew Hannigan's McAdam Financially Advanced™ Experience July 2014 - Present
Job Financial Advisor at McAdam Financially Advanced
Industry Marketing and Advertising
Experience
McAdam Financially Advanced™   July 2014 - Present
Aria Health  September 2009 - September 2014

Education
Penn State University   2009 — 2013
Bachelor's degree, Agribusiness/Agricultural Business Operations

Archbishop Ryan High School   2005 — 2009

CHRISTINA KOLOKOTRONI CHRISTINA KOLOKOTRONI Greater New York City Area Details
CHRISTINA KOLOKOTRONI's McAdam Financially Advanced™ Experience 2014 - Present
Job Financial Advisor
Industry Financial Services
Experience
McAdam Financially Advanced™   2014 - Present

Skills
Microsoft Excel, Microsoft Office, Life Insurance, Accident and Health...

Education
Brandeis University
Bachelor of Arts (B.A.), Economics and Art History

James Szwerc James Szwerc United States Details
James Szwerc's McAdam Financially Advanced™ Experience August 2015 - Present
Job Financial Advisor at McAdam Financially Advanced™
Industry
Experience
McAdam Financially Advanced™   August 2015 - Present
Meyer Capital Group   May 2014 - August 2014
MD On-Line  June 2013 - January 2014
Brookstone  May 2012 - January 2013

Education
Seton Hall University   2011 — 2015
Finance and Marketing

Julia Holland Julia Holland Greater Philadelphia Area Details
Julia Holland's McAdam Financially Advanced™ Experience October 2014 - Present
Job McAdam Financially Advanced
Industry Financial Services
Experience
McAdam Financially Advanced™   October 2014 - Present
ING Financial Partners  January 2012 - October 2014
U.S. Department of Labor   May 2010 - August 2010

Skills
Retail Financial..., Advanced Tax Planning, Insurance Planning, Event Planning, Public Speaking, Customer Service, Social Networking, Microsoft Office, Social Media, Microsoft Word, Public Relations, PowerPoint, Facebook, Microsoft Excel, Press Releases, Social Media Marketing

Education
James Madison University   2007 — 2011
B.S. Communication Studies, Public Relations

Hatboro-Horsham High School   2003 — 2007

Johnphilip Macalaguin Johnphilip Macalaguin Greater Chicago Area Details
Johnphilip Macalaguin's McAdam Financially Advanced™ Experience August 2014 — May 2015
Job Financial Representative at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual  May 2015 — Present
McAdam Financially Advanced™   August 2014 — May 2015
Volt Marketing Inc   February 2013 — June 2014
Lake Shore Marketing  October 2012 — February 2013
San Luis Resort and Spa   June 2010 — March 2011
Great Wolf Lodge  May 2008 — August 2008
Bank Of America Merrill Lynch  2016 — Present

Skills
Sales, Customer Service, Training, Advertising, Time Management, Building High..., Entrepreneurship, Hotels, Resorts, Marketing Strategy, Hospitality Management, Budgets, Marketing, Management, Communication, Trade Shows, Leadership, Social Media, Sales Training Team..., Direct Customer..., Directs Sales, Excellent Communications, Trade Show Management, Budget Forecasting and..., Social Media Marketing, Risk Management, Risk Assessment, Risk Analysis, Financial Analysis, Market Risk, Financial Services, Financial Planning

Education
State University of New York - System   2007 — 2010
Bachelor of Arts, Hotel and Resort Management

State University of New York at Delhi   2007 — 2010
Bachelor of Applied Science (B.A.Sc.), Hotel, Motel, and Restaurant Management

Max Bennink Max Bennink Greater New York City Area Details
Max Bennink's McAdam Financially Advanced™ Experience September 2014 - Present
Job Financial Advisor at McAdam FA
Industry Financial Services
Experience
McAdam Financially Advanced™   September 2014 - Present
Bentley Spirit   September 2010 - May 2014
Argosy International  June 2012 - August 2012

Education
Bentley University   2010 — 2014
Bachelor of Science (B.S.), Finance and Financial Management Services

New York University   2013 — 2013
Bachelor of Business Administration (BBA), Finance and Financial Management Services, Liberal Arts and Sciences/Liberal Studies

The University of Hong Kong   2013 — 2013
Bachelor of Business Administration (BBA), Finance and Financial Management Services

Thomas Austin Thomas Austin Philadelphia, Pennsylvania Details
Thomas Austin's McAdam Financially Advanced™ Experience May 2012 - December 2014
Job Senior Pricing Specialist
Industry Financial Services
Experience
BNY Mellon  February 2015 - Present
McAdam Financially Advanced™   May 2012 - December 2014
Rowan University  May 2011 - May 2012
Lincoln Financial Advisors  2011 - 2011

Skills
Financial Analysis, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Customer Service, Public Speaking, Research, Outlook, Leadership, Teamwork, Insurance, Management, Sales, Time Management, Event Planning, Data Analysis, Social Networking, Budgets, Marketing, Analysis, Financial Reporting, Strategic Planning

Education
Temple University - Fox School of Business and Management   2015 — 2017
Masters of Science in Investment Management, Investment Management

Rowan University   2008 — 2012
Bachelor of Science (BS), Finance, General

Rowan University   2008 — 2012
Bachelor of Science (BS), Entrepreneurship/Entrepreneurial Studies

West Deptford High School   2004 — 2008

Daniel Wilhelm Daniel Wilhelm Greater New York City Area Details
Daniel Wilhelm's McAdam Financially Advanced™ Experience October 2010 - October 2014
Job Commercial Insurance Account Manager at Anderson Insurance Agency: Helping Businesses Protect What's Important To Them
Industry Insurance
Experience
Anderson Insurance Agency  August 2015 - Present
State Farm  October 2014 - August 2015
McAdam Financially Advanced™   October 2010 - October 2014
JPMorgan Chase  September 2008 - October 2010
Rehrig Pacific Company  November 2007 - September 2008
Bank of America  November 2006 - November 2007
Ricoh Americas Corporation  December 2005 - November 2006

Skills
Retirement Planning, Life Insurance, Estate Planning, Retirement, Term Life Insurance, Series 63, Strategic Financial..., 401k Rollovers, Insurance, College Education..., Supplmental Retirement..., Risk Management, Pension Planning, Long Term Care Insurance, Employee Benefits, Tax Management, Finance, Series 6, Annuites, Trust Services, Disability Insurance, Knowledge Based..., IRA Rollovers, Wealth Management, Wealth, IRAs, Mutual Funds

Education
Caldwell University
Master of Business Administration (M.B.A.), Accounting

Caldwell University   2002 — 2005
Bachelor of Applied Science (B.A.Sc.), International Business

Southern Regional High School

Ben Priddy Ben Priddy Davidsonville, Maryland Details
Ben Priddy's McAdam Financially Advanced™ Experience May 2015 - August 2015
Job StudentAthlete at Georgetown University
Industry
Experience
Georgetown Athletics   September 2015 - Present
Hogan's Lacrosse   June 2014 - Present
Georgetown University Intramural Sports Department   November 2013 - Present
McAdam Financially Advanced™   May 2015 - August 2015

Education
Georgetown University   2013 — 2017
Bachelor's Degree, International Business & Accounting

Severn School   2009 — 2013
High School

Diana Coardos Diana Coardos Greater Chicago Area Details
Diana Coardos's McAdam Financially Advanced™ Experience June 2015 - August 2015
Job Volunteer Coordinator and Human Resources Intern at Children's Home + Aid
Industry Human Resources
Experience
Children's Home + Aid   September 2015 - Present
Self Employed  January 2010 - Present
McAdam Financially Advanced™   June 2015 - August 2015
Cities Project   January 2015 - June 2015
BJB Evanston   August 2014 - October 2014
BJB Properties  April 2014 - August 2014
GUESS?, Inc.   September 2013 - April 2014
Produce World   July 2012 - July 2013

Skills
Organizational..., Photography, Nonprofits, Photoshop, Customer Service, Spanish, Teamwork, Psychology, PowerPoint, Microsoft Office, Broadcast, Volunteering, French, Social Media, Counseling Psychology, Microsoft Excel, Public Speaking, Time Management, Fundraising, Event Planning, Training, Organizational...

Education
DePaul University   2014 — 2016
Bachelor's degree, Organizational Communications. Minor in Business Administration, Junior

Oakton Community College   2013 — 2014

University of Illinois at Chicago   2012 — 2013
Psychology

Niles North High School   2009 — 2012

Kevin McAdam, CFA Kevin McAdam, CFA Greater New York City Area Details
Kevin McAdam, CFA's McAdam Financially Advanced™ Experience September 2012 - Present
Job Director of Business Development at McAdam Financially Advanced
Industry Investment Management
Experience
McAdam - Financially Advanced  September 2012 - Present
Macquarie Group  July 2011 - October 2012
Macquarie Group  November 2010 - July 2011
Citigroup  July 2006 - September 2009
GAMCO (Gabelli Asset Management)   April 2006 - June 2006
GAMCO Investors, Inc.   June 2004 - March 2006
Aon Hewitt  October 2002 - November 2003

Education
The University of Connecticut School of Business   2003 — 2004
Master of Business Administration (MBA), Accounting and Finance

Villanova University   1998 — 2002
BSBA, Management Information Systems

David D. Nguyen David D. Nguyen Washington D.C. Metro Area Details
David D. Nguyen's McAdam Financially Advanced™ Experience October 2014 - Present
Job Vice President
Industry Financial Services
Experience
McAdam Financially Advanced™   October 2014 - Present
ING Financial Partners  June 2014 - October 2014
ING Financial Partners  November 2011 - October 2014
ING Financial Partners  March 2010 - November 2011
University of Pennsylvania  May 2009 - March 2010

Skills
Microsoft Office, Financial Modeling, Alternative Investments, Finance, Investments, Data Analysis, Financial Analysis, Analysis, Securities

Education
University of Pennsylvania
B.A.

Jason Ziarno Jason Ziarno Sarasota, Florida Area Details
Jason Ziarno's McAdam Financially Advanced™ Experience October 2014 - Present
Job AFLAC
Industry Management Consulting
Experience
Aflac and National Agents Alliance  May 2015 - Present
McAdam Financially Advanced™   October 2014 - Present
Shaklee Corporation  August 2013 - Present
JWZ & Associates, LLC   May 2008 - Present
Keller Williams Real Estate  February 2013 - April 2014
Wachovia Bank  April 2004 - April 2008
Insurance Made Simple   January 2002 - April 2004
Inner Air In Restoration   February 1999 - February 2002
Bankers Life and Casualty  February 2000 - January 2002
DeSears Appliance   January 1997 - May 2000

Skills
Sales, Customer Service, New Business Development, Marketing, Negotiation, Sales Management, Management, Strategic Financial..., Credit, Analysis, Leadership, Investments, Banking, Finance, Small Business, Insurance, Direct Sales, Strategic Planning

Education
Keiser College
Associate of Science (A.S.), Computer/Information Technology Administration and Management

Manatee Community College
Associate of Science (A.S.), Business Administration and Management, General

Niagara Falls High School

Ryan Aitken Ryan Aitken Vienna, Virginia Details
Ryan Aitken's McAdam Financially Advanced™ Experience October 2013 - April 2015
Job SMB Sales Account Executive at AvePoint
Industry Financial Services
Experience
AvePoint  May 2015 - Present
McAdam Financially Advanced™   October 2013 - April 2015
Rolls-Royce  May 2011 - August 2011
Rolls-Royce  May 2010 - August 2010

Education
Indiana University Bloomington

Indiana University Bloomington

Virginia Polytechnic Institute and State University - Pamplin College of Business
BS, Accounting and Finance: Concentration: Certified Financial Planner

Herndon High

Erich Griessmann Erich Griessmann Greater Chicago Area Details
Erich Griessmann's McAdam Financially Advanced™ Experience June 2015 - Present
Job Financial Representative
Industry Financial Services
Experience
McAdam Financially Advanced™   June 2015 - Present
American Family Insurance  October 2007 - September 2014
Jilly's Piano Bar   August 1998 - September 2007

Skills
Life Insurance, Whole Life, Insurance, Umbrella Insurance, Liability, Renters, Property & Casualty..., Casualty, Underwriting, Commercial Lines, Professional Liability, Commercial Insurance, General Insurance, Legal Liability, Claim

Education
Keller Graduate School of Management of DeVry University   2014 — 2016
Master of Business Administration (M.B.A.), Banking, Corporate, Finance, and Securities Law

Ashford University   2011 — 2013
Bachelor’s Degree, Finance, General, 3.87 GPA

University of Cincinnati   1993 — 1997
business, Business, 4.0

Sean O'Neil Sean O'Neil Boston, Massachusetts Details
Sean O'Neil's McAdam Financially Advanced™ Experience May 2013 - Present
Job Investment Advisor Representative at McAdam
Industry Financial Services
Experience
McAdam Financially Advanced™   May 2013 - Present

Education
Boston College
Bachelor of Business Administration (BBA), Marketing, Economics

Wilton High School

Christopher Biland Christopher Biland Glassboro, New Jersey Details
Christopher Biland's McAdam Financially Advanced™ Experience February 2015 - May 2015
Job Financial Representative at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual  June 2015 - August 2015
McAdam Financially Advanced™   February 2015 - May 2015

Skills
Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, Leadership, PowerPoint

Education
Rowan University   2012 — 2016

Jason McGovern Jason McGovern Greater Philadelphia Area Details
Jason McGovern's McAdam Financially Advanced™ Experience 2015 - Present
Job Registered Representative at McAdam Financially Advanced™
Industry Financial Services
Experience
McAdam Financially Advanced™   2015 - Present

Education
Holy Family University   2005 — 2007
Bachelor of Business Administration (BBA), Finance, General, 3.8

Archbishop Ryan   1994 — 1998

Brian Fee Brian Fee Tampa, Florida Details
Brian Fee's McAdam Financially Advanced™ Experience May 2014 - Present
Job Financial Advisor at McAdam Financially Advanced™
Industry Financial Services
Experience
McAdam Financially Advanced™   May 2014 - Present
The Claw at USF   May 2010 - May 2014

Skills
Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Mathematics, Statistics, C++, C, Java

Education
University of South Florida   2009 — 2014

Don DeGennaro Don DeGennaro Philadelphia, Pennsylvania Details
Don DeGennaro's McAdam Financially Advanced™ Experience September 2014 - Present
Job Investment Consultant at McAdam Financially Advanced
Industry Financial Services
Experience
McAdam Financially Advanced™   September 2014 - Present
Coldwell Banker Preferred  April 2013 - January 2014

Skills
Microsoft Word, Retirement Planning, Investment Advisory, Series 7, Investments, Finance, Uniform Combined State..., Sales, Retirement, Wealth Management, Tax-advantaged..., 401k, Life Insurance, Series 66, Portfolio Optimization, Bloomberg, Financial Analysis, Microsoft Excel

Education
Temple University - Fox School of Business and Management   2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General

Joel Fevrier Joel Fevrier Tallahassee, Florida Details
Joel Fevrier's McAdam Financially Advanced™ Experience January 2015 - Present
Job Tutor at Florida State University
Industry Higher Education
Experience
McAdam Financially Advanced™   January 2015 - Present
Florida State University  June 2009 - Present
CVS Caremark Corporation  June 2011 - May 2012

Skills
Research, PowerPoint, Microsoft Office, Microsoft Word, Microsoft Excel, Teaching, Public Speaking, Data Entry

Education
Florida State University   2009 — 2014
Bachelor of Science (B.S.), Physical Sciences

Alex Hank Alex Hank Channahon, Illinois Details
Alex Hank's McAdam Financially Advanced™ Experience June 2015 - Present
Job Recruiting Intern at McAdam Financially Advanced™
Industry Higher Education
Experience
McAdam Financially Advanced™   June 2015 - Present
Blue Chip Tournaments   May 2014 - May 2015
Menards  July 2011 - July 2013
Jewel-Osco  May 2009 - July 2011

Skills
Social Media, Decision Support, Teamwork, Customer Service, Sport Marketing, Microsoft Word, PowerPoint, Event Management

Education
Eastern Illinois University   2013 — 2016
Kinesiology and Sports Studies With a Concentration in Sport Marketing

Joliet Junior College   2011 — 2013

Victor Giannini Victor Giannini Philadelphia, Pennsylvania Details
Victor Giannini's McAdam Financially Advanced™ Experience October 2013 - Present
Job Financial Adviser at ING Financial Partners
Industry Financial Services
Experience
McAdam Financially Advanced™   October 2013 - Present

Education
Lafayette College

Emily Beals Emily Beals Greater Boston Area Details
Emily Beals's McAdam Financially Advanced™ Experience May 2013 - Present
Job Investment Advisor Representative at McAdam Financially Advanced™
Industry Financial Services
Experience
McAdam Financially Advanced™   May 2013 - Present

Education
Providence College
Bachelor of Arts (BA), Economics