OnePenn Financial Group

Description

Address: 3554 Hulmeville Rd Suite 112, Bensalem, PA 19020 Hours: Closed ⋅ Opens 8:30AM Mon SaturdayClosedSundayClosedMonday8:30AM–6:30PMTuesday8:30AM–6:30PMWednesday8:30AM–6:30PMThursday8:30AM–6:30PMFriday8:30AM–6:30PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (610) 991-3070Category: : : : Website: : Place name: : : Website: http://onepennfinancial.com/ Category: Financial consultant 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 OnePenn Financial Group Posting publicly on the Web Write a review Reviews Be the first to review

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OnePenn Financial Group Employees

Employee
Years
Job
Industry
Evan Garner Evan Garner Greater New York City Area Details
Evan Garner's OnePenn Financial Group Experience December 2010 - January 2011
Job Assurance Associate at CohnReznick LLP
Industry Accounting
Experience
CohnReznick LLP  January 2015 - Present
Apfel, Levy, Zlotnick and Company, P.C.   January 2014 - January 2015
Crowe Horwath LLP  January 2013 - March 2013
Surf City Beach Patrol   June 2005 - August 2012
OnePenn Financial Group   December 2010 - January 2011

Skills
Auditing, US GAAP, Internal Controls, Accounting, External Audit, Financial Statements, Marketing, Strategic Financial..., QuickBooks, Financial Analysis, Budgets, Access

Education
Saint John Fisher College   2011 — 2012
Graduate Certificate, Accounting

University of Scranton   2008 — 2011
Bachelor of Science (B.S.), Marketing (Finance Minor)

Loyola University of Chicago, John Felice Rome Center   2009 — 2009

Cimone Berman Cimone Berman Philadelphia, Pennsylvania Details
Cimone Berman's OnePenn Financial Group Experience March 2012 - February 2014
Job Administrative Assistant and Para Professional for Lapensohn Accounting Professionals, LLC
Industry Financial Services
Experience
Lapensohn Accounting Professionals, LLC   February 2014 - Present
OnePenn Financial Group   March 2012 - February 2014
Delta T Staffing Company   March 2010 - May 2012
Newtown Parks and Recreation  June 2011 - August 2011

Skills
Strategic Financial..., Portfolio Management, Financial Analysis, Financial Advisory, Investments, Asset Managment, Financial Planners, Insurance, Strategic Planning, Equities, Risk Management, Credit

Education
Temple University   2008 — 2010
Psychology

Bucks County Community College   1998 — 2008
Associate's degree, Liberal Arts and Sciences/Liberal Studies

Thomas Edison State College
Psychology

Hamid Basbous Hamid Basbous Greater Philadelphia Area Details
Hamid Basbous's OnePenn Financial Group Experience December 2011 - April 2012
Job Owner of ProSport Motors
Industry Automotive
Experience
Pro-Sport Motors   November 2012 - Present
ABD 2 GETTY LLC   June 2011 - November 2013
OnePenn Financial Group   December 2011 - April 2012
AKH AUTO SALES   December 2008 - January 2009

Skills
Sales, Automotive, Customer Service, Vehicles, Management, Finance, Accounting, Transportation, Investments, Shipping, Automobile, Entrepreneurship, Automotive Repair

Education
Temple University - Fox School of Business and Management   2010 — 2013

TEMPLE UNIVERSITY, Fox School of Business
Bachelor, Business Administration; Finance

Chris Stam Chris Stam State College, Pennsylvania Details
Chris Stam's OnePenn Financial Group Experience July 2014 - August 2014
Job Student at The Pennsylvania State University
Industry Financial Services
Experience
Penn State University, Department of Economics   September 2015 - Present
Private Investment Management   January 2014 - Present
BNY Mellon  June 2015 - August 2015
OnePenn Financial Group   July 2014 - August 2014
Penn State Investment Association  September 2012 - May 2014
Wall Street Oasis  May 2013 - August 2013

Skills
Finance, Microsoft Excel, PowerPoint, Microsoft Office, Leadership, Management, Analysis, Research

Education
Penn State University   2012 — 2016
Bachelor of Science (BS), Finance, 3.8/4.0

Amy Yiwei Ma Amy Yiwei Ma San Francisco Bay Area Details
Amy Yiwei Ma's OnePenn Financial Group Experience May 2012 - December 2012
Job Associate Digital Marketing Analytics at JPMorgan Chase & Co.
Industry Financial Services
Experience
JPMorgan Chase & Co.   May 2015 - Present
JPMorgan Chase & Co.   January 2013 - May 2015
OnePenn Financial Group   May 2012 - December 2012
AXA Equitable  December 2011 - January 2012
Soochow Securities Headquarters   May 2011 - August 2011
Suzhou-Singapore Industrial Park   May 2010 - July 2010
HSBC  May 2009 - August 2009

Skills
Tableau, Greenplum, pgAdmin, SQL, Hadoop, Adobe Analytics, Enterprise Risk..., Valuation, SAS, Bloomberg Terminal, Quantitative Analytics, Financial Modeling, Basel II, Time Series Analysis, Data Mining, Due Diligence, Fixed Income, Portfolio Management, R, Stata, Statistical Modeling, Financial Engineering, Equities, Finance, Matlab, C++, Unix, SPSS, Mandarin, Cantonese, Financial Risk..., Investments, Microsoft Office, Java, Investment Banking, Bloomberg, Credit Risk, Quantitative Analysis, Risk Management, Asset Pricing, MS Office Suite, FRM

Education
Temple University - Fox School of Business and Management   2011 — 2012
Master of Science, Financial Engineering, GPA 3.85/4

National University of Singapore   2006 — 2010
Bachelor of Science with Honors, Statistics concentrating in Business & Finance

Simon Fraser University   2007 — 2008
Exchange Program, Statistics and Finance

suzhou high school

Ying-Tzu (Melody) Lin Ying-Tzu (Melody) Lin Philadelphia, Pennsylvania Details
Ying-Tzu (Melody) Lin's OnePenn Financial Group Experience July 2014 - September 2014
Job Student at Temple University Fox School of Business and Management
Industry Financial Services
Experience
Lincoln Financial Group  January 2015 - April 2015
OnePenn Financial Group   July 2014 - September 2014
National Central University  December 2011 - June 2012
National Central University  September 2010 - February 2011

Skills
Microsoft Excel, PowerPoint, Microsoft Office, Analysis, Customer Service, Microsoft Word, Bloomberg Terminal, Data Analysis, Stata, Capital IQ, Matlab, Portfolio Management, R, Financial Analysis, Research, Finance, Investments

Education
Temple University - Fox School of Business and Management   2013 — 2015
Master’s Degree, Financial Analysis and Risk Management

National Central University   2009 — 2013
Bachelor’s Degree, Finance, General, GPA: 3.75

Nikita Patki Nikita Patki Philadelphia, Pennsylvania Details
Nikita Patki's OnePenn Financial Group Experience February 2014 - April 2014
Job Analyst at BlackRock
Industry Financial Services
Experience
BlackRock  July 2014 - Present
Fox School of Business at Temple University  August 2013 - May 2014
OnePenn Financial Group   February 2014 - April 2014
Epitome Enviro Pvt ltd   July 2012 - September 2012

Skills
Matlab, Public Speaking, Microsoft Office, PowerPoint, C++, Front Office..., Report Preparation..., R, Stata, Data Analysis, Microsoft Excel, C, Technical Support, Research, Analysis, Programming, Java

Education
Temple University - Fox School of Business and Management   2013 — 2014
Master of Science in Financial Egineering

vidyalankar institute of technology   2008 — 2012
Bachelor of Engineering (BE), Biomedical/Medical Engineering

Stephanie Cathers Stephanie Cathers Greater Philadelphia Area Details
Stephanie Cathers's OnePenn Financial Group Experience September 2010 - February 2012
Job ...
Industry Financial Services
Experience
Liberty Mutual Insurance  February 2013 - Present
OnePenn Financial Group   September 2010 - February 2012
Tierney Communications  June 2007 - September 2010
Greater Media Marketing   January 2005 - May 2005

Skills
Digital Media, Marketing Strategy, Online Advertising, Online Marketing, Facebook, Social Networking, Direct Marketing, Marketing Communications

Education
Temple University   2003 — 2007
B.A., Advertising Account Management/Media Planning

Gregory Repice Gregory Repice Greater Philadelphia Area Details
Gregory Repice's OnePenn Financial Group Experience June 2010 - October 2010
Job Insurance and Investments at One Penn Financial Group
Industry Financial Services
Experience
OnePenn Financial Group   June 2010 - October 2010
Delaware Valley Financial Group  December 2007 - June 2010
IBG Financial Services   January 2001 - August 2007

Skills
Insurance, Investments, Strategic Financial..., Fixed Annuities, Loans, Portfolio Management, Financial Analysis

Education
Penn State University   1997 — 2001
B.S., Finance

John C. Sanchez John C. Sanchez Greater Philadelphia Area Details
John C. Sanchez's OnePenn Financial Group Experience October 2011 - August 2012
Job President at Logos Brokerage Resources
Industry Financial Services
Experience
Logos Brokerage Resources   September 2012 - Present
Sanchez Wealth Management   May 2004 - September 2012
OnePenn Financial Group   October 2011 - August 2012
Salomon Smith Barney  October 2000 - January 2004

Skills
Financial Analysis, Strategic Financial..., Small Business, Team Building, Insurance, Drummer and..., High Net Worth..., Accounting, Financial Reporting, Investments, Forecasting, Corporate Finance, Financial Advisory, Financial Planners, Retirement Planning, Personal Finance, Fixed Annuities, Finance, IRAs, Business Planning, Retirement, Long-term Care, Employee Benefits, Critical Illness, Universal Life, Term Life Insurance, Disability Insurance, Life Insurance, Health Savings Accounts, Estate Planning

Education
Philadelphia University   1991 — 1994
Master of Business Administration (MBA), Tax and Finance

Rutgers University – Camden   1984 — 1990
BS, Accounting

James M. Wynn, II James M. Wynn, II Greater Philadelphia Area Details
James M. Wynn, II's OnePenn Financial Group Experience August 2009 - June 2012
Job Senior Vice President of sales at One Penn Financial Group
Industry Investment Management
Experience
OnePenn Financial Goup   A Financial Advisor bringing value and education to over 100 clientsSenior Vice President of salesOne Penn Financial GroupSeptember 2012 - Present
OnePenn Financial Group   August 2009 - June 2012
Delaware Valley Financial Group, Inc.   2009 - June 2012

Skills
Wealth Accumulation, Securities, Investments, Retirement, Portfolio Management, Asset Management, Funding, Financial Planning, Estate Planning, Disability Insurance, Risk Management, Succession Planning, Long Term Care, Employee Benefits, Executive Compensation, Equities, Retirement Planning, Wealth Management, Wealth Transfer, Asset Allocation, Insurance Planning, Annuities, Investment Advisory, Wealth, Mutual Funds, 401k, IRA's, Investment Strategies, Deferred Compensation, Wealth Preservation, Pensions, Retirement Solutions, Financial Advisory, Series 7, IRA Rollovers, Annuity, Alternative Investments, High Net Worth..., Comprehensive Wealth..., Term Life Insurance, Profit Sharing, Asset, Group Benefits, Retirement Income..., Long-term Care, Financial Advice, FINRA, SEP, Bonds, Asset Protection

Education
Randolph-Macon College   1961 — 1966
Economics

William Penn Charter School   1958 — 1961