OnePenn Financial Group
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
OnePenn Financial Group List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at OnePenn Financial Group. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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OnePenn Financial Group Employees
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
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
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
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
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
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
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
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
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
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
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