McAdam Financially Advanced™
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McAdam Financially Advanced™ Employees
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
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
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
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
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)
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
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
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)
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
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
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
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
McAdam Financially Advanced June 2013 - Present
Education
Fordham University 2009 — 2013
Economics, Business Administration Minor
Loyola Academy 2005 — 2009
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
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
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
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
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
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
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
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
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)
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
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
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
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
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
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
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
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
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
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)
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
McAdam Financially Advanced™ July 2013 - Present
Education
Gettysburg College
Bachelor's Degree, History
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
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)
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
McAdam Financially Advanced™ 2014 - 2015
City Of Hazleton May 2010 - August 2013
Education
Penn State University 2010 — 2014
Bachelor’s Degree, Psychology Business
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
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
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
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
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
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
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
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
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
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
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
McAdam Financially Advanced™ June 2014 - Present
Education
Bucknell University 2010 — 2014
Bachelor of Science in Business Administration
Lake Forest High School 2006 — 2010
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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.
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
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
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
McAdam Financially Advanced™ May 2013 - Present
Education
Boston College
Bachelor of Business Administration (BBA), Marketing, Economics
Wilton High School
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
McAdam Financially Advanced™ 2015 - Present
Education
Holy Family University 2005 — 2007
Bachelor of Business Administration (BBA), Finance, General, 3.8
Archbishop Ryan 1994 — 1998
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
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
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
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
McAdam Financially Advanced™ October 2013 - Present
Education
Lafayette College
McAdam Financially Advanced™ May 2013 - Present
Education
Providence College
Bachelor of Arts (BA), Economics