Money Matters

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Money Matters Employees

Employee
Years
Job
Industry
Janna Gullery Janna Gullery Greater New York City Area Details
Janna Gullery's Money Matters Experience February 2015 - Present
Job Assistant Director, Westchester Community College Mount Vernon Extension Center
Industry Nonprofit Organization Management
Experience
Westchester Community College  September 2015 - Present
Service For Peace  July 2011 - Present
International Volunteer Program Association   October 2012 - Present
Money Matters   February 2015 - Present
Westchester Community College  July 2015 - August 2015
Westchester Community College  November 2013 - May 2015
Service For Peace  February 2008 - June 2011
Clark University  August 2006 - May 2011
Centro Las Americas  April 2010 - September 2010
Job and Education Center, Worcester Community Action Council   September 2009 - May 2010

Skills
Diversity Training, Youth Development, Educational Leadership, Community Development, Volunteer Management, Program Management, Program Evaluation, Translation, Global Citizenship..., Event Management, Corporate Communications, Community Relations, Strategic Planning, Fiscal Management, Social Media Marketing, Corporate Social..., Public Speaking, Conflict Resolution, Spanish translation, Professional Development, At-risk Populations, Youth Empowerment, Fiscal Policy, Non-profits, Grant Writing, Staff Development, Workshop Facilitation, Program Development, Spanish, Organizational..., International..., Leadership Development, Event Planning, Nonprofits, Community Outreach, Research, Public Relations, Higher Education, NGOs, Social Media, Proposal Writing, Intercultural..., Fundraising, Grants, International Relations, Social Networking, Project Planning, Budgets, Project Management

Education
Columbia University - Columbia Business School   2013 — 2013
Certificate, Developing Leaders Program for Nonprofit Leadership

Clark University   2010 — 2011
Master of Arts, Community Development & Planning

Clark University   2006 — 2010
Bachelor of Arts, International Development & Social Change; Spanish

Christa Marvelli Christa Marvelli Greater New York City Area Details
Christa Marvelli's Money Matters Experience January 2008 - May 2008
Job Manager at American Express
Industry Financial Services
Experience
American Express  October 2013 - Present
American Express  January 2013 - September 2013
American Express  March 2011 - January 2013
URS Corporation  June 2008 - March 2011
Money Matters   January 2008 - May 2008
AXA Equitable  May 2007 - August 2007

Skills
Financial Analysis, PowerPoint, Microsoft Word, Microsoft Office, Financial Reporting, Oracle, TM1, Microsoft Excel, Investments, Financial Modeling, Analysis, Forecasting, Strategy

Education
Quinnipiac University - School of Business   2004 — 2008
Bachelor’s, Finance

Aubrey Moraif Aubrey Moraif New York, New York Details
Aubrey Moraif's Money Matters Experience May 2013 - July 2013
Job Harper Perennial Intern at HarperCollins Publishers
Industry Writing and Editing
Experience
HarperCollins Publishers  July 2014 - August 2014
Money Matters   May 2013 - July 2013

Skills
Microsoft Office, Editing, Public Relations, Creative Writing, Social Media, Microsoft Word, Microsoft Excel, Teaching, Social Networking, English, Windows, Photoshop, Public Speaking, Strategic Planning, Blogging, Customer Service, PowerPoint, Research, Outlook, HTML, Budgets, Facebook, Feature Articles, Writing, Adobe Creative Suite

Education
Carnegie Mellon University   2012 — 2015
Bachelor of Arts (B.A.), Creative Writing

Carnegie Mellon University   2011 — 2015
Professional Writing , Creative Writing

Kirsten Goodrich Kirsten Goodrich Oxford, Massachusetts Details
Kirsten Goodrich's Money Matters Experience January 2013 - Present
Job Student at Nichols College
Industry Mental Health Care
Experience
Money Matters   January 2013 - Present
Nichols College  August 2012 - Present
Curleys Kids   April 2009 - August 2011

Skills
Adobe Photoshop, QuickBooks, Microsoft Word, Microsoft Excel, ProSeries, Internet, Report Writing, Creative Writing, Communication, Photoshop, Adolescents, Social Networking, Data Entry

Education
Nichols College   2011 — 2015
Bachelor of Arts (B.A.), Psychology

Joseph M. Lander, J.D., CFP®, CRC®, CRPS® Joseph M. Lander, J.D., CFP®, CRC®, CRPS® Rocky Hill, Connecticut Details
Joseph M. Lander, J.D., CFP®, CRC®, CRPS®'s Money Matters Experience September 2012 - April 2014
Job Wealth Advisor at Hammond Iles Wealth Advisors
Industry Financial Services
Experience
Hammond Iles Wealth Advisors   August 2015 - Present
Kuttin-Metis Wealth Management, LLC   April 2014 - Present
Money Matters   September 2012 - April 2014
KR Wealth Management, LLC  September 2010 - September 2012
Wells Fargo Advisors/Wachovia Securities   August 2006 - August 2010
Bank of America Investment Services/Quick & Reilly   July 2003 - July 2006
Horizon Financial Advisors, LLC   October 2002 - July 2003
United States Postal Service  September 1999 - September 2002
Hamilton Sundstrand  April 1998 - July 1999
Pepe & Hazard LLP  1994 - 1998

Skills
Microsoft Office, Customer Service, Research, Teaching, HTML, Budgets, Public Speaking, Strategic Planning, Negotiation, Coaching, Strategic Financial..., Retirement Planning, Small Business, Wealth Management, Retirement, Insurance, 401k, Finance, Financial Planners, Series 7, Personal Financial...

Education
The University of Connecticut School of Law   1983 — 1986
Doctor of Law (J.D.), Labor and Industrial Relations

University of Connecticut   1978 — 1982
Bachelor of Science (BS), Psychology, Dean's List

sammie taylor jr sammie taylor jr San Diego, California Details
sammie taylor jr's Money Matters Experience January 1988 - Present
Job Financial Professional at Primerica
Industry Financial Services
Experience
Primerica  Water DepartmentCity of San DiegoMay 2009 - Present
Self-employed  January 1988 - Present
Money Matters   January 1988 - Present
Primerica  January 1988 - Present

Skills
Investments, Real Estate, Insurance, Debt Specialist, Financial Stewardship..., Author/Money Matters

Education
National University   1985 — 1990
Bachelor's degree Business, Business Administration and Management, General

National University
Bachelor of Business Administration (BBA), Business

Sheila Walkington, CFP Sheila Walkington, CFP Vancouver, Canada Area Details
Sheila Walkington, CFP's Money Matters Experience February 2004 - June 2010
Job CFO Money Coaches Canada | FeeforService Financial Services | Public Speaker | Author | Business Coach | Facilitator
Industry Financial Services
Experience
Money Coaches Canada Inc.   June 2010 - Present
Women's Financial Learning Centre   January 2005 - Present
Money Matters   February 2004 - June 2010
Vancouver Financial Planning/ Assante Financial   December 1996 - February 2004

Skills
Financial Coaching, Budgets, Coaching, Small Business, Financial Planners, Entrepreneurship, Business Coaching, Estate Planning, Financial Advisory, Public Speaking, Entrepreneurship..., Business Strategy, Personal Finance, Finance, Management Consulting, Real Estate, Start-ups, Consulting, Time Management, Project Planning, Management, Strategy, Newsletters, Risk Management, Insurance, Due Diligence, Networking, Employee Benefits, Leadership, Business Planning, Interviews, Workshop Facilitation, Staff Development, Business Development, Financial Services, Training, Financial Analysis, Cash Flow, Team Leadership, Investment Strategies, Organizational..., Portfolio Management, Business, Business Networking, Financial Planning

Education
Concordia University   1986 — 1989
BBA, Commerce

University of Waterloo   1985 — 1986
Applied Arts

Champlain College, Lennoxville, Quebec   1983 — 1985
Diploma, Commerce

Marcia Marill Marcia Marill Colorado Springs, Colorado Area Details
Marcia Marill's Money Matters Experience March 2015 - Present
Job Licensed Insurance Agent
Industry Insurance
Experience
Money Matters   March 2015 - Present
UnitedHealthcare  February 2012 - Present

Skills
Healthcare Management, Healthcare, Long-term Care, Employee Benefits, Insurance, Health Insurance, Managed Care, HIPAA, Customer Service, Public Speaking, Coaching, PowerPoint, Patient Safety, Disease Management, Microsoft Office, Research, Healthcare Industry, Alzheimer's Care, Home Care, Health Savings Accounts, Life Insurance, Medicaid, Medicare, Medicare Part D, Nursing, Patient Advocacy, Nursing Management, Recruiting, Sales, Term Life Insurance, Small Business, Whole Life, Disability Insurance, Customer-focused Service

Education
Insurance and Securities Schools of America   2007 — 2007

Cornerstone University   1993 — 1994
Master of Arts

University of Colorado Colorado Springs   1992 — 1993
BSN, Registered Nursing/Registered Nurse

Middlesex Community College   1977 — 1979
ASN, Registered Nursing/Registered Nurse

Sara Stolberg Berkowicz Sara Stolberg Berkowicz Greater Chicago Area Details
Sara Stolberg Berkowicz's Money Matters Experience February 1990 - November 2002
Job Registered Representative at LifeMark Securities Corp
Industry Financial Services
Experience
LifeMark Securities Corp  February 2009 - Present
Kansas State University  January 2015 - Present
Can I Keep The House, Inc.   August 2008 - Present
BDO  October 2007 - August 2008
Can I Keep The House, Inc.   January 2002 - September 2007
Divorce Planning & Consulting LLC   November 2002 - November 2003
Money Matters   February 1990 - November 2002

Skills
Estate Planning, Strategic Financial..., Retirement Planning, Investments, Finance, Mediation, Wealth Management, Insurance, Collaborative Law, Financial Planning, Tax, Securities, Dispute Resolution, Budgeting, Portfolio Management, Research, Health Insurance, Real Estate, Series 7, Series 63, Life Insurance, Accident Insurance, Disability Insurance, Long-term Care, Variable Annuities, Real Estate Broker

Education
Kansas State University   2011 — 2016
PhD, Financial Planning

College for Financial Planning   2010 — 2011
Master's degree, Financial Planning, 4.0 GPA

Binghamton University
BA, Political Science

patricia stickle patricia stickle Fayetteville, Arkansas Area Details
patricia stickle's Money Matters Experience 1990 - 1995
Job Business Analyst
Industry Computer Software
Experience
jack henry & assoc   May 1998 - Present
Purdue University Calumet  1992 - 1995
Money Matters   1990 - 1995

Skills
Product Management, SaaS, Process Improvement, Business Analysis, Product Marketing, Business Intelligence, Enterprise Software, Accounting Applications, Software Documentation, ACH, Financial Software, Customer Relations, Analysis, Business Strategy, Banking, Documentation, Requirements Analysis

Education
Purdue University Calumet
Accounting and Finance

Purdue University Calumet

Beverly Elrod Beverly Elrod Jesup, Georgia Details
Beverly Elrod's Money Matters Experience May 2011 - Present
Job Entrepreneur at Beya Craft & Hobby
Industry Textiles
Experience
Beya Craft & Hobby   October 2012 - Present
Money Matters   May 2011 - Present

Skills
Customer Service, Social Media, Entrepreneurship, Editing, Lotus Notes, Blogging, Designer, Fiber Artist, Problem Solver, Writer, Poodle Groomer, Photography

Education
Southern Adventist University   1976 — 1977

Great Lakes Academy   1972 — 1976
general

Merrill Intermediate School   1971 — 1972
general

Kevin Pantenberg Kevin Pantenberg Phoenix, Arizona Area Details
Kevin Pantenberg's Money Matters Experience Certified Financial Planner, Accredited Tax AdvisorMoney MattersJanuary 1993 - Present
Job Certified Financial Planner, Accredited Tax Advisor at Money Matters
Industry Accounting
Experience
Money Matters   Certified Financial Planner, Accredited Tax AdvisorMoney MattersJanuary 1993 - Present

Skills
Certified Financial..., Estate Planning, Income Tax, Tax, Strategic Planning, Start-ups, Customer Service, Entrepreneurship, Business Strategy, Microsoft Excel, Accounting, Small Business, Partnership Taxation, IRS, Tax Returns, Accountants, Tax Accounting, S Corporations, Tax Preparation, Sales Tax, Estate Tax Planning, Financial Planners, Tax Advisory, Financial Planning, Budgets

Education
College for Financial Planning   1984 — 1986
CFP, Personal & Business Financial Planning

Cornell College

Fredi O'Hara Fredi O'Hara Greater Philadelphia Area Details
Fredi O'Hara's Money Matters Experience 1986 - Present
Job Owner, Money Matters
Industry Financial Services
Experience
Money Matters   1986 - Present
John O'Hara, CPA   1987 - 2009

Skills
Fundraising, Business Strategy, Public Speaking, Marketing, Small Business, Bookkeeping, Coaching, Strategic Planning, Entrepreneurship, Nonprofits, QuickBooks, File Management, Sales, Leadership, Strategic Financial..., Team Building, Long-term Care, Event Planning, Social Networking, Real Estate Transactions, Estate Planning, Management, Real Estate, Social Media, Customer Service, Organizational..., Budgets, Finance

Education
Muhlenberg College   1964 — 1968
BA, Psychology

Pennsbury High School   1960 — 1964

Victoria Dutcher Victoria Dutcher Hendersonville, North Carolina Details
Victoria Dutcher's Money Matters Experience
Job
Industry Accounting
Experience
Money Matters  

Skills
Account Reconciliation, Accountants, Accounting, Accounts Payable, Accounts Receivable, Auditing, Bank Reconciliation, Bookkeeping, Budgets, Business Planning, Cash Flow, Customer Service, Financial Accounting, Financial Analysis, Financial Reporting, Financial Statements, Fixed Assets, Forecasting, Analysis, General Ledger, Invoicing, Job Costing, Management Consulting, Managerial Finance, Marketing, Microsoft Excel, Microsoft Office, Microsoft Word, Payroll, Payroll Taxes, QuickBooks, Sales, Small Business, Social Media, Start-ups, Strategic Financial..., Strategic Planning, Tax, Tax Accounting, Tax Preparation, Tax Returns, Team Building

Education
Irvine Valley College

Timothy Davio Timothy Davio Portsmouth, New Hampshire Details
Timothy Davio's Money Matters Experience April 2000 - September 2001
Job Assistant Manager at Coat of Arms
Industry Consumer Services
Experience
Coat of Arms, Inc   May 2003 - December 2012
Money Matters   April 2000 - September 2001

Skills
Accounts Payable, Accounts Receivable, Account Reconciliation, Payroll, Cash Handling Experience, Inventory, Marketing Strategy, Work Well Independently, Customer Service, Customer Satisfaction, QuickBooks, Microsoft Excel, PowerPoint

Education
University of New Hampshire   1993 — 1995
Natural Resources and Conservation

Boston University   1991 — 1992
Computer Programming

Great Bay Community College