MFP Strategies
Address: 100 Gateway Dr #300, Bethlehem, PA 18017 Hours: Closed ⋅ Opens 8:30AM Thu Wednesday8:30AM–5PMThursday8:30AM–5PMFriday8:30AM–5PMSaturdayClosedSundayClosedMonday8:30AM–5PMTuesday8:30AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (610) 865-2600Category: : : : Place name: : : Website: : Website: http://www.captrustadvisors.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of CAPTRUST | Strategic Advisor Group Posting publicly on the Web Write a review Reviews Be the first to review
MFP Strategies List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at MFP Strategies. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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21 MFP Strategies employees in database. Find out everything there's to know about MFP Strategies employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
MFP Strategies Employees
CAPTRUST Financial Advisors August 2015 - Present
MFP Strategies March 2009 - August 2015
Creative Financial Staffing July 2005 - September 2008
Edward Jones June 2002 - June 2005
Gap Inc. May 1999 - May 2002
Skills
Strategic Communications, Organizational..., Marketing Research, Team Leadership, Business Development, Market Analysis, Strategic Alliances, Selling, Cold Calling
Education
University of Houston-Downtown 2001 — 2005
Bachelor of Business Administration, Business Management
Pen Argyl High School 1990 — 1994
MFP Strategies May 2000 - Present
Education
Kutztown University of Pennsylvania 1990 — 1993
BS, Finance
CAPTRUST Financial Advisors August 2015 - Present
MFP Strategies October 2012 - August 2015
ETI, LLC November 2010 - October 2012
DUECO, Inc. May 2005 - November 2010
Molewski Financial Partners November 2003 - January 2006
Skills
Management, Operations Management, Event Planning, Organizational..., Public Speaking, Marketing Strategy, Marketing Communications, Email Marketing, Public Relations, Sales, Team Building, Product Development, Sales Management, Purchasing, Forecasting, New Business Development, Account Management, Strategic Planning, Trade Shows, Contract Negotiation, Sales Operations, Budgets, Leadership, Business Planning, Marketing, B2B, Event Marketing Strategy
Education
Moravian College 1996 — 2000
Bachelor’s Degree, Business Administration, Management and Operations and Philosophy
Concannon Wealth Management September 2013 - Present
MFP Strategies June 2011 - September 2013
Education
Lehigh University 2007 — 2011
B.S, Finance, Real Estate Value Creation
Nationwide Investment Management Group April 2014 - Present
MFP Strategies April 2007 - January 2014
W.R. Huff Asset Management 2003 - 2007
Jamison Eaton Wood, Inc. 2001 - 2003
Street Search Advisors, LLC 1997 - 2001
Schafer Cullen Capital Management 1988 - 1996
Skills
Wealth Management, Series 24, Equities, Private Equity, Asset Allocation, Investment Management, Securities Regulation, FINRA, Due Diligence, Defined Benefit, Portfolio Management
Education
Moravian College 1981 — 1985
Bachelor of Arts, Communications/Psychology
College for Financial Planning
St. Annes
St. Annes
St. Annes
MFP Strategies April 2000 - Present
M Financial Group 2000 - 2010
Skills
Strategic Planning, Investments, Finance, Wealth Management, Securities, Investment Advisory, Retirement, Wealth, Leadership, Management
Education
McGowan School of Business 1992 — 1994
Taxation
King's College 1980 — 1984
Bachelor of Arts (BA), Economics and Psychology
MFP Strategies April 2015 - Present
US Trust August 2011 - November 2014
Wells Fargo The Private Bank September 2002 - August 2011
Education
Penn State University 1964 — 1968
Bachelor of Science (BS), Finance
CFP
CAPTRUST August 2015 - Present
MFP Strategies 2001 - August 2015
Education
Lehigh University
Bachelor's degree, Business
The Hill School
Spherion February 2015 - Present
Koffee Kup Bakery March 2015 - September 2015
Champlain Valley Office of Economic Opportunity (CVOEO) - Champlain Valley Weatherization Service May 2014 - July 2015
Burton Snowboards January 2014 - May 2014
Chittenden Solid Waste District September 2013 - October 2013
Vermont Lake Monsters August 2013 - September 2013
University of Vermont Office of Sustainability August 2012 - December 2012
University of Vermont Living/Learning Center August 2012 - December 2012
Rubenstein Ecosystem Science Laboratory May 2012 - August 2012
MFP Strategies May 2011 - August 2011
Skills
Community Outreach, Environmental Awareness, Social Networking, Laboratory Skills, Research, Urban Gardening, Event Planning, Remediation, Management, PowerPoint, Financial Modeling, Environmental Consulting, Laboratory Safety, Public Speaking, Microsoft Office, Microsoft Excel, Fundraising, Sustainability, Environmental Education
Education
University of Vermont 2010 — 2014
Bachelor's Degree, Environmental Studies
University of Melbourne 2013 — 2013
Environmental Studies
WriterAccess January 2015 - Present
Influence Central September 2014 - December 2014
Wayfair March 2014 - August 2014
Wayfair March 2013 - March 2014
Wayfair June 2012 - March 2013
Restoration Resources January 2012 - June 2012
Citystream, Inc. September 2011 - December 2011
M Financial Group June 2011 - August 2011
MFP Strategies June 2010 - August 2010
Melt June 2008 - August 2008
Education
Boston University 2008 — 2012
Bachelor of Science
MFP Strategies March 2014 - Present
Pershing, a BNY Mellon company December 2013 - February 2014
Pershing, a BNY Mellon company April 2011 - February 2014
Pershing, a BNY Mellon company September 2009 - April 2011
Victaulic Company of America May 2008 - August 2008
IRCO Community Family Credit Union May 2006 - August 2006
Skills
Microsoft Excel, Financial Analysis, Microsoft Office, Access, PowerPoint, Budgets, Microsoft Word, Financial Modeling, Forecasting, Financial Reporting, Customer Service, Process Improvement, Leadership, Risk Management, Insurance, Investments, Portfolio Management, Data Analysis, Finance, Analysis
Education
Penn State University 2010 — 2013
Masters of Business Administration, Management
Penn State University 2005 — 2009
Bachelor of Science, Finance
RBC Wealth Management 2015 - Present
MFP Strategies 2012 - 2015
Morgan Stanley 2009 - 2012
Education
Towson University
Bachelor of Science, Finance
Western Carolina University
Business Administration
Uncommon Vigilance - Cornerstone Advisors November 2007 - Present
Private Legal Practice August 2003 - Present
MFP Strategies April 2003 - October 2007
Kister Tiffany Advisors/ Legacy Advisors, LLC 2001 - 2002
Eizen Fineburg & McCarthy 2000 - 2000
Skills
Estate Planning, Asset Managment, Investments, Wills, Tax Law, Contract Negotiation, Corporate Law, Asset Management, Tax, Trusts, Estate Law, Estate Administration, Estate Tax Planning, Powers of Attorney, Corporate Governance, LLC, Commercial Litigation, Business Formation, Strategic Planning, Mergers & Acquisitions, Legal Research, Legal Writing
Education
Villanova University School of Law 2001 — 2004
Master of Laws (LL.M.), Taxation
Villanova University School of Law 1995 — 1998
Juris Doctorate
University of Delaware 1989 — 1992
B.S.B.A., Finance
Transamerica Retirement Solutions January 2013 - Present
Transamerica Retirement Solutions March 2010 - Present
MFP Strategies January 2008 - March 2010
Great-West Retirement Services February 2002 - January 2008
The Vanguard Group 1997 - 2002
Skills
Retirement, Retirement Planning, Defined Benefit, 401k, Qualified Retirement..., Series 6, Pensions, Public Speaking, Relationship Management, Series 63, Coaching, Account Management, FINRA, CRPC, Mutual Funds, Investments, Business Planning, Profit Sharing, Defined Contribution, Financial Advisory, Retirement Plan..., Variable Life & Health..., Plan Design, Series 65
Education
Fontbonne University
MBA, Business
Missouri State University
BS, International Business/Spanish
People to People International
Study Abroad Program, International Business
Morningstar 2013 - Present
The Alvarez Group May 2008 - October 2013
MFP Strategies August 2012 - August 2013
State Farm Insurance January 2007 - May 2008
Education
University of Illinois at Urbana-Champaign 2004 — 2008
Bachelor of Science, International, Resource, and Consumer Economics, concentration in Consumer Economics and Finance
University of Chicago Graham School of General Studies
Continuing Education Class, Effective Writing in Business and the Professions
MFP Strategies July 2014 - Present
Portfolio Evaluations, Inc. January 2007 - October 2013
Higgins Consulting Group 2004 - 2007
DigitalGrit, Inc. 2002 - 2004
Photuris, Inc. 2000 - 2002
Lucent Technologies 1998 - 2000
AT&T 1986 - 1998
AT&T 1983 - 1986
Skills
401k, Mutual Funds, Investments, Investment Strategies, Pensions, Asset Allocation, Defined Benefit, Hedge Funds, Series 63, Retirement Planning, Retirement, Portfolio Management, Asset Management, Alternative Investments, Fixed Income, Investment Management, Investment Advisory, Equities, Bloomberg, Valuation, Financial Services, Options, Financial Modeling
Education
Seton Hall University
MBA, Marketing & Finance
Clarkson University
BS, Chemical Engineering
MFP Strategies August 2008 - Present
Moravian College January 2008 - Present
Noviello Financial Group, Inc February 2008 - August 2008
AXA Advisors, LLC August 2007 - February 2008
Keystone Financial Management September 2005 - June 2007
Keystone Financial Management September 1987 - September 2005
Skills
Management, Leadership, Strategic Planning, Insurance, Operations Management, Training, Financial Advisory, Human Resources
Education
Moravian College 2001 — 2006
MBA, Business Administration
Moravian College 1992 — 1997
B.A., Accounting
East Stroudsburg University of Pennsylvania 1984 — 1986
B.A., Mathematics
Northampton Community College 1981 — 1983
Associate, General Education
MFP Strategies December 2012 - Present
Molewski Financial Partners April 2011 - December 2012
Prudential Financial June 2004 - November 2010
Prudential Financial January 2000 - June 2004
Prudential Financial January 1998 - January 2000
Education
University of Scranton 1986 — 1991
BS, Accounting
SEI May 2014 - Present
barre3 Main Line Berwyn January 2014 - Present
MFP Strategies August 2011 - May 2014
Brinker Capital July 2006 - August 2011
Skills
Investment Advisory, Asset Allocation
Education
University of Delaware 1999 — 2003
BS, Finance, Economics
MFP Strategies October 2012 - July 2013
Promus Financial July 2011 - June 2012
The Guardian Life Insurance Company of America October 2000 - April 2006
Aetna March 2000 - October 2000
The Guardian Life Insurance Company of America January 1995 - March 2000
The Guardian Life Insurance Company of America November 1993 - January 1995
Skills
Financial Services, Investments, Retirement Planning, Wealth Management, Investment Advisory
Education
Temple University - Fox School of Business and Management 1988 — 1991
Bachelor of Business Administration (B.B.A.), Risk Management and Insurance