Pacer Financial
Description
Address: 16 Industrial Blvd # 201, Paoli, PA 19301 Hours: Closed ⋅ Opens 8AM Fri Thursday8AM–5PMFriday8AM–5PMSaturdayClosedSundayClosedMonday8AM–5PMTuesday8AM–5PMWednesday8AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (877) 722-3748Website: : : Category: : : Place name: : : Website: http://www.pacerfinancial.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 questionPopular times Thursdays MondaysTuesdaysWednesdaysThursdaysFridaysSaturdaysSundaysBased on visits to this place. 6 PM: 6a9a12p3p6p9p12a3a6a9a12p3p6p9p12a3a6aClosed Sundays—pick another dayClosed Saturdays—pick another dayHistogram showing popular times on MondaysHistogram showing popular times on TuesdaysHistogram showing popular times on WednesdaysHistogram showing popular times on ThursdaysHistogram showing popular times on Fridays Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Pacer Financial Corporation Posting publicly on the Web Write a review Reviews 1 Google review
Pacer Financial List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Pacer Financial. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Pacer Financial Employees
Employee
Years
Job
Industry
Bryan Locher Bryan Locher's Pacer Financial Experience September 2014 - Present
Job Managing Director at Pacer Financial
Industry Financial Services
Experience
Pacer Financial September 2014 - Present
Pacer Financial September 2013 - September 2014
Morgan Stanley Wealth Management June 2013 - September 2013
Morgan Stanley Wealth Management August 2012 - June 2013
Skills
Bloomberg, Equities, Investments, Sales, Series 7, Retirement Planning, Retirement
Education
University of Scranton 2008 — 2012
Bachelor of Science (B.S.), Finance, General
Pacer Financial September 2014 - Present
Pacer Financial September 2013 - September 2014
Morgan Stanley Wealth Management June 2013 - September 2013
Morgan Stanley Wealth Management August 2012 - June 2013
Skills
Bloomberg, Equities, Investments, Sales, Series 7, Retirement Planning, Retirement
Education
University of Scranton 2008 — 2012
Bachelor of Science (B.S.), Finance, General
Thomas J. Weber III Thomas J. Weber III's Pacer Financial Experience October 2014 - June 2015
Job Investment Management Associate at BlackRock
Industry Financial Services
Experience
BlackRock June 2015 - Present
Pacer Financial October 2014 - June 2015
Pacer Financial June 2013 - September 2014
Skills
Series 7, ETFs, Series 63, Outlook, Fixed Annuities, Trend Following
Education
University of Scranton 2009 — 2013
Bachelor of Science (BS), Finance, General
Universitat Ramon Llull 2012 — 2012
International Finance
BlackRock June 2015 - Present
Pacer Financial October 2014 - June 2015
Pacer Financial June 2013 - September 2014
Skills
Series 7, ETFs, Series 63, Outlook, Fixed Annuities, Trend Following
Education
University of Scranton 2009 — 2013
Bachelor of Science (BS), Finance, General
Universitat Ramon Llull 2012 — 2012
International Finance
Brad Gery Brad Gery's Pacer Financial Experience May 2013 - Present
Job Internal Wholesaler at Pacer Financial
Industry Financial Services
Experience
Pacer Financial May 2013 - Present
David Zeidman Entertainment October 2006 - Present
Windsor Financial Group March 2012 - December 2012
Ameriprise Financial April 2007 - July 2008
Hale Inc April 2006 - August 2006
Skills
Series 7, Whole Life, Term Life Insurance, Annuities, Disability Insurance, Health Insurance, Long Term Care Insurance, Series 66, ETNs, Fixed Annuities, Leadership, Mutual Funds
Education
University of Delaware's Professional and Continuing Studies 2009 — 2010
Certificate, Financial Planning
University of Delaware 2005 — 2009
B.S, Finance; International Management and International Financial Management
University of Delaware - Lerner College of Business and Economics 2005 — 2009
Bachelors of Science, Finance
Pacer Financial May 2013 - Present
David Zeidman Entertainment October 2006 - Present
Windsor Financial Group March 2012 - December 2012
Ameriprise Financial April 2007 - July 2008
Hale Inc April 2006 - August 2006
Skills
Series 7, Whole Life, Term Life Insurance, Annuities, Disability Insurance, Health Insurance, Long Term Care Insurance, Series 66, ETNs, Fixed Annuities, Leadership, Mutual Funds
Education
University of Delaware's Professional and Continuing Studies 2009 — 2010
Certificate, Financial Planning
University of Delaware 2005 — 2009
B.S, Finance; International Management and International Financial Management
University of Delaware - Lerner College of Business and Economics 2005 — 2009
Bachelors of Science, Finance
Philip J. McKeon Jr. Philip J. McKeon Jr.'s Pacer Financial Experience December 2008 - January 2012
Job Regional Vice President for Revenue Shares ETFs
Industry Financial Services
Experience
Revenue Shares ETFs January 2013 - Present
Longview Capital Management March 2012 - December 2012
Pacer Financial December 2008 - January 2012
The Hartford April 2007 - November 2008
Skills
Series 63, Series 7, Mutual Funds, Annuities, Series 6, PA Life Insurance, Separately Managed..., Exchange Trades..., Exchange Traded..., 401k, Hedge Funds
Education
University of Delaware 2002 — 2006
Bachelor's, Economics
Malvern Prep 1998 — 2002
Revenue Shares ETFs January 2013 - Present
Longview Capital Management March 2012 - December 2012
Pacer Financial December 2008 - January 2012
The Hartford April 2007 - November 2008
Skills
Series 63, Series 7, Mutual Funds, Annuities, Series 6, PA Life Insurance, Separately Managed..., Exchange Trades..., Exchange Traded..., 401k, Hedge Funds
Education
University of Delaware 2002 — 2006
Bachelor's, Economics
Malvern Prep 1998 — 2002
Wes Watkins Wes Watkins's Pacer Financial Experience July 2011 - Present
Job Managing Director at Pacer Financial
Industry Financial Services
Experience
Pacer Financial July 2011 - Present
N.J. Malin May 2009 - July 2011
Skills
Series 7, Series 63, Financial Services, Investments, Strategic Financial..., Retirement Planning, Fixed Income, Alternative Investments, Fixed Annuities, Financial Planning, Sales, Customer Service
Education
Louisiana State University 2005 — 2009
Bachelor of Business Administration (BBA), Finance, General
Pacer Financial July 2011 - Present
N.J. Malin May 2009 - July 2011
Skills
Series 7, Series 63, Financial Services, Investments, Strategic Financial..., Retirement Planning, Fixed Income, Alternative Investments, Fixed Annuities, Financial Planning, Sales, Customer Service
Education
Louisiana State University 2005 — 2009
Bachelor of Business Administration (BBA), Finance, General
Matthew Digges Matthew Digges's Pacer Financial Experience July 2011 - Present
Job Regional Director at Pacer Financial
Industry Financial Services
Experience
Pacer Financial July 2011 - Present
ADP April 2010 - July 2011
The Marketing Arm- Ipsh! July 2009 - April 2010
Skills
Integrated Marketing, Salesforce.com, Investment Strategies, Series 7, Marketing Strategy, ADP Payroll, Marketing, Financial Services, Series 63, Finance, Advertising, Business Development, Event Management, Leadership, Investments
Education
Pepperdine University 2004 — 2008
BA, Integrated Marketing Communication
Pacer Financial July 2011 - Present
ADP April 2010 - July 2011
The Marketing Arm- Ipsh! July 2009 - April 2010
Skills
Integrated Marketing, Salesforce.com, Investment Strategies, Series 7, Marketing Strategy, ADP Payroll, Marketing, Financial Services, Series 63, Finance, Advertising, Business Development, Event Management, Leadership, Investments
Education
Pepperdine University 2004 — 2008
BA, Integrated Marketing Communication
Brad McIlvaine's Pacer Financial Experience June 2011 - March 2015
Job Investment Sales Specialist at Prudential Financial
Industry Financial Services
Experience
Prudential Financial March 2015 - Present
Pacer Financial June 2011 - March 2015
Skills
Market Research, Marketing Strategy, Salesforce.com, Sales, Series 7, Series 63, Organized Multi-tasker, ETFs, Work Ethic, Self-confidence, Diligent, Dependable Team Player, Organized self-starter, Sales Process, Investment Strategies, Mutual Funds, Alternative Investments, Relationship Management, Cold Calling, Strategy, Customer Service
Education
Full Sail University 2004 — 2006
Bachelor of Science (B.S.), Entertainment Business
Prudential Financial March 2015 - Present
Pacer Financial June 2011 - March 2015
Skills
Market Research, Marketing Strategy, Salesforce.com, Sales, Series 7, Series 63, Organized Multi-tasker, ETFs, Work Ethic, Self-confidence, Diligent, Dependable Team Player, Organized self-starter, Sales Process, Investment Strategies, Mutual Funds, Alternative Investments, Relationship Management, Cold Calling, Strategy, Customer Service
Education
Full Sail University 2004 — 2006
Bachelor of Science (B.S.), Entertainment Business
Christopher Brennan Christopher Brennan's Pacer Financial Experience May 2009 - June 2010
Job Vice President at Binswanger
Industry Commercial Real Estate
Experience
Binswanger 2014 - Present
The Hartford June 2010 - December 2013
Pacer Financial May 2009 - June 2010
Skills
Series 6, Commercial Real Estate, Real Estate, Mutual Funds, Financial Services, Series 63, Insurance
Education
Saint Joseph's University 2004 — 2009
Bachelor's degree, Communication, General
Binswanger 2014 - Present
The Hartford June 2010 - December 2013
Pacer Financial May 2009 - June 2010
Skills
Series 6, Commercial Real Estate, Real Estate, Mutual Funds, Financial Services, Series 63, Insurance
Education
Saint Joseph's University 2004 — 2009
Bachelor's degree, Communication, General
Jason Luksa Jason Luksa's Pacer Financial Experience January 2010 - July 2010
Job Sales Field Instrumentation at Puffer Sweiven
Industry Oil & Energy
Experience
Puffer Sweiven 2013 - Present
Partnervest Financial Group, LLC 2011 - 2012
Pacer Financial January 2010 - July 2010
Meeder Financial May 2008 - October 2008
NEXT FINANCIAL GROUP June 2006 - September 2007
Capitas Financial July 2005 - June 2006
AIG VALIC March 2000 - December 2004
Morgan Stanley February 1999 - January 2000
Skills
Mutual Funds
Education
Baylor University 1994 — 1998
Bachelor of Arts (BA), Financial Planning
Baylor University
Finance and Financial Management Services
Puffer Sweiven 2013 - Present
Partnervest Financial Group, LLC 2011 - 2012
Pacer Financial January 2010 - July 2010
Meeder Financial May 2008 - October 2008
NEXT FINANCIAL GROUP June 2006 - September 2007
Capitas Financial July 2005 - June 2006
AIG VALIC March 2000 - December 2004
Morgan Stanley February 1999 - January 2000
Skills
Mutual Funds
Education
Baylor University 1994 — 1998
Bachelor of Arts (BA), Financial Planning
Baylor University
Finance and Financial Management Services
Earl Hallman III Earl Hallman III's Pacer Financial Experience January 2006 - Present
Job Art Director / Graphic Designer / I.T. Professional
Industry Graphic Design
Experience
Pacer Financial January 2006 - Present
The Kitty Knight House August 2002 - February 2007
Winbak Farm August 2000 - October 2004
Skills
Adobe Creative Suite, Corporate Identity, Art Direction, QuarkXPress, Web Design, Advertising, Typography, Logo Design, Photoshop, Photography, Layout, Graphic Design, Multimedia, InDesign, Graphics
Education
Art Institute of Philadelphia 2004 — 2007
BS, Graphic Design
Pacer Financial January 2006 - Present
The Kitty Knight House August 2002 - February 2007
Winbak Farm August 2000 - October 2004
Skills
Adobe Creative Suite, Corporate Identity, Art Direction, QuarkXPress, Web Design, Advertising, Typography, Logo Design, Photoshop, Photography, Layout, Graphic Design, Multimedia, InDesign, Graphics
Education
Art Institute of Philadelphia 2004 — 2007
BS, Graphic Design
Jennifer L. Kendall's Pacer Financial Experience February 2012 - September 2012
Job Financial Service and Paralegal Professional Seeking Opportunities
Industry Financial Services
Experience
Styron LLC July 2014 - October 2014
Pacer Financial February 2012 - September 2012
The Guardian Life Insurance Company of America April 2008 - April 2009
Penn Mutual February 2006 - October 2006
Ernst & Young April 2005 - December 2005
Lincoln Financial Group September 2001 - April 2005
Grant Thornton LLP January 2001 - September 2001
ING U.S. December 1995 - January 2000
Skills
Retirement Planning, Marketing Strategy, Sales, B2B, Advertising, Marketing, Financial Services, Fixed Annuities, Insurance, Leadership, Management, Mutual Funds, Sales Operations, Product Development, Life Insurance
Education
Villanova University 2013 — 2013
Paralegal Education Program
Ithaca College 1991 — 1995
BA, Politics
Academy of Notre Dame 1987 — 1991
Styron LLC July 2014 - October 2014
Pacer Financial February 2012 - September 2012
The Guardian Life Insurance Company of America April 2008 - April 2009
Penn Mutual February 2006 - October 2006
Ernst & Young April 2005 - December 2005
Lincoln Financial Group September 2001 - April 2005
Grant Thornton LLP January 2001 - September 2001
ING U.S. December 1995 - January 2000
Skills
Retirement Planning, Marketing Strategy, Sales, B2B, Advertising, Marketing, Financial Services, Fixed Annuities, Insurance, Leadership, Management, Mutual Funds, Sales Operations, Product Development, Life Insurance
Education
Villanova University 2013 — 2013
Paralegal Education Program
Ithaca College 1991 — 1995
BA, Politics
Academy of Notre Dame 1987 — 1991
RJ Ferry RJ Ferry's Pacer Financial Experience June 2008 - July 2014
Job Christopher Financial Group, Raymond James Financial Services
Industry Financial Services
Experience
Christopher Financial Group, Raymond James Financial Services August 2014 - Present
Pacer Financial June 2008 - July 2014
State Street 2000 - 2008
Skills
Investments, Financial Services, Alternative Investments, Finance, Retirement Planning, Securities, Fixed Income, Asset Allocation, Investment Strategies, Wealth Management, Strategic Financial..., Equities, Retirement, FINRA, Series 7, ETFs, Financial Planning
Education
Boston University Graduate School of Management 2002 — 2005
MBA, Marketing
Providence College 1996 — 2000
BA, Political Science
LCHS
LCHS
Christopher Financial Group, Raymond James Financial Services August 2014 - Present
Pacer Financial June 2008 - July 2014
State Street 2000 - 2008
Skills
Investments, Financial Services, Alternative Investments, Finance, Retirement Planning, Securities, Fixed Income, Asset Allocation, Investment Strategies, Wealth Management, Strategic Financial..., Equities, Retirement, FINRA, Series 7, ETFs, Financial Planning
Education
Boston University Graduate School of Management 2002 — 2005
MBA, Marketing
Providence College 1996 — 2000
BA, Political Science
LCHS
LCHS
Chad Fulmor Chad Fulmor's Pacer Financial Experience May 2008 - February 2012
Job Vice President Product Marketing at BlackRock
Industry Financial Services
Experience
BlackRock May 2014 - Present
Athene Annuity & Life Assurance Company February 2012 - April 2014
Pacer Financial May 2008 - February 2012
Bank of America June 2003 - June 2005
UBS July 2001 - June 2003
Skills
FINRA Series 7, 63, 65,..., Mutual Funds, ETFs, Retirement Planning, 401k, Alternative Investments, Asset Allocation, Securities, Investment Strategies, Wealth Management, Separately Managed..., Retirement, Life Insurance, FINRA, Strategic Financial...
Education
Drexel University 2005 — 2008
MBA, Marketing
James Madison University 1993 — 1997
BA, History & English
BlackRock May 2014 - Present
Athene Annuity & Life Assurance Company February 2012 - April 2014
Pacer Financial May 2008 - February 2012
Bank of America June 2003 - June 2005
UBS July 2001 - June 2003
Skills
FINRA Series 7, 63, 65,..., Mutual Funds, ETFs, Retirement Planning, 401k, Alternative Investments, Asset Allocation, Securities, Investment Strategies, Wealth Management, Separately Managed..., Retirement, Life Insurance, FINRA, Strategic Financial...
Education
Drexel University 2005 — 2008
MBA, Marketing
James Madison University 1993 — 1997
BA, History & English
Bruce Kavanaugh Bruce Kavanaugh's Pacer Financial Experience 2004 - Present
Job Vice President at Pacer Financial
Industry Financial Services
Experience
Pacer Advisors, Inc 2012 - Present
Pacer Financial 2004 - Present
SEI Investments May 1999 - December 2001
Vanguard 1989 - 1999
Skills
Financial Services, Financial Advisory, Life Insurance, Investment Strategies, Finance, Investments, Mutual Funds, Series 6, Retirement Planning, Series 63, Series 7
Education
Richard Stockton College of New Jersey 1984 — 1987
Business Management
Pacer Advisors, Inc 2012 - Present
Pacer Financial 2004 - Present
SEI Investments May 1999 - December 2001
Vanguard 1989 - 1999
Skills
Financial Services, Financial Advisory, Life Insurance, Investment Strategies, Finance, Investments, Mutual Funds, Series 6, Retirement Planning, Series 63, Series 7
Education
Richard Stockton College of New Jersey 1984 — 1987
Business Management
Jeff Gleason's Pacer Financial Experience January 2011 - October 2011
Job Agent at Allstate Wicka Agency
Industry Financial Services
Experience
Allstate February 2015 - Present
Gleason's Insurance Solutions, Inc. September 2014 - January 2015
State Farm January 2014 - August 2014
First Heartland Capital, Inc. January 2013 - April 2013
Athene Annuity & Life Assurance Company October 2011 - October 2012
Pacer Financial January 2011 - October 2011
The Office Bar and Grille December 2009 - August 2010
Waynesborough Country Club July 2008 - November 2009
PPB Advisors November 2007 - July 2008
Lincoln Financial Distributors November 2003 - September 2007
Skills
Series 7, Fixed Annuities, Financial Services, Sales, Variable Annuities, Mutual Funds, Life Insurance, Investment Strategies, Securities, ETFs, Separately Managed..., Long-term Care, Fixed Income, Term Life Insurance, Long Term Care Insurance, Whole Life, Personal Financial..., Qualified Retirement..., IRAs, Insurance, Life, Indexed Annuities, Universal Life
Education
Shippensburg University of Pennsylvania 1990 — 1994
Bachelor of Science, Finance
Allstate February 2015 - Present
Gleason's Insurance Solutions, Inc. September 2014 - January 2015
State Farm January 2014 - August 2014
First Heartland Capital, Inc. January 2013 - April 2013
Athene Annuity & Life Assurance Company October 2011 - October 2012
Pacer Financial January 2011 - October 2011
The Office Bar and Grille December 2009 - August 2010
Waynesborough Country Club July 2008 - November 2009
PPB Advisors November 2007 - July 2008
Lincoln Financial Distributors November 2003 - September 2007
Skills
Series 7, Fixed Annuities, Financial Services, Sales, Variable Annuities, Mutual Funds, Life Insurance, Investment Strategies, Securities, ETFs, Separately Managed..., Long-term Care, Fixed Income, Term Life Insurance, Long Term Care Insurance, Whole Life, Personal Financial..., Qualified Retirement..., IRAs, Insurance, Life, Indexed Annuities, Universal Life
Education
Shippensburg University of Pennsylvania 1990 — 1994
Bachelor of Science, Finance
Maureen Azeff's Pacer Financial Experience April 2015 - Present
Job Marketing Associate at Pacer Financial
Industry Marketing and Advertising
Experience
Pacer Financial April 2015 - Present
Advertising Specialty Institute December 2014 - April 2015
Advertising Specialty Institute January 2012 - April 2015
Advertising Specialty Institute January 2012 - April 2012
Taylor Consulting and Contracting January 2011 - May 2011
Girl Scouts of Eastern Pennsylvania May 2007 - August 2010
Girl Scouts of Eastern Pennsylvania December 2008 - January 2010
Flynn & O'Hara School Uniforms May 2003 - August 2009
Skills
Facebook, Public Relations, Microsoft Office, Marketing, Social Media, Social Networking, Email Marketing, Cpr Certified, Customer Service, Microsoft Excel, Microsoft Word, Outlook, PowerPoint, Social Media Marketing, Data Entry, Newsletters, Sales, Event Planning, Public Speaking, Marketing Communications, Marketing Strategy
Education
University of Scranton 2007 — 2011
Bachelor of Science (BS), Marketing
Loyola University Chicago 2009 — 2009
John Felice Rome Center, Study Abroad Program
Gwynedd Mercy Academy High School 2003 — 2007
Montgomery County Community College
Web Design and Development Certificate
Pacer Financial April 2015 - Present
Advertising Specialty Institute December 2014 - April 2015
Advertising Specialty Institute January 2012 - April 2015
Advertising Specialty Institute January 2012 - April 2012
Taylor Consulting and Contracting January 2011 - May 2011
Girl Scouts of Eastern Pennsylvania May 2007 - August 2010
Girl Scouts of Eastern Pennsylvania December 2008 - January 2010
Flynn & O'Hara School Uniforms May 2003 - August 2009
Skills
Facebook, Public Relations, Microsoft Office, Marketing, Social Media, Social Networking, Email Marketing, Cpr Certified, Customer Service, Microsoft Excel, Microsoft Word, Outlook, PowerPoint, Social Media Marketing, Data Entry, Newsletters, Sales, Event Planning, Public Speaking, Marketing Communications, Marketing Strategy
Education
University of Scranton 2007 — 2011
Bachelor of Science (BS), Marketing
Loyola University Chicago 2009 — 2009
John Felice Rome Center, Study Abroad Program
Gwynedd Mercy Academy High School 2003 — 2007
Montgomery County Community College
Web Design and Development Certificate
Shawnte Scayles Shawnte Scayles's Pacer Financial Experience September 2007 - November 2009
Job at Salamander Resort & Spa
Industry Hospitality
Experience
Salamander Resort & Spa October 2013 - Present
Hilton Hotels - Global Headquarters November 2009 - October 2013
Pacer Financial September 2007 - November 2009
Pacer Financial September 2007 - December 2008
Skills
Event Planning, PowerPoint, Excel, Microsoft Office, Event Management, Social Media, Promotions, Marketing, Newsletters, Social Media Marketing, Marketing Communications, Hospitality, Online Marketing, Email Marketing, Facebook, Brand Awareness, Adobe Creative Suite, Account Management, InDesign, Fundraising, Brand Management, Tourism, Budgets, Direct Mail, Microsoft Excel, Management, Training, Advertising, Public Relations, Strategic Planning, Trade Shows
Education
Philadelphia University 2003 — 2007
Bachelors of Science, Marketing
Macquarie University 2006 — 2006
Completion of CIEE Study Aborad Program, International Marketing
Salamander Resort & Spa October 2013 - Present
Hilton Hotels - Global Headquarters November 2009 - October 2013
Pacer Financial September 2007 - November 2009
Pacer Financial September 2007 - December 2008
Skills
Event Planning, PowerPoint, Excel, Microsoft Office, Event Management, Social Media, Promotions, Marketing, Newsletters, Social Media Marketing, Marketing Communications, Hospitality, Online Marketing, Email Marketing, Facebook, Brand Awareness, Adobe Creative Suite, Account Management, InDesign, Fundraising, Brand Management, Tourism, Budgets, Direct Mail, Microsoft Excel, Management, Training, Advertising, Public Relations, Strategic Planning, Trade Shows
Education
Philadelphia University 2003 — 2007
Bachelors of Science, Marketing
Macquarie University 2006 — 2006
Completion of CIEE Study Aborad Program, International Marketing
Maryellen Anastasio Maryellen Anastasio's Pacer Financial Experience May 2010 - September 2010
Job Digital Marketing & Communications Professional
Industry Public Relations and Communications
Experience
CertainTeed Corporation April 2015 - Present
Radnor High School November 2010 - Present
Mount Saint Joseph Academy November 2012 - April 2015
St. Joseph's Prep June 2011 - November 2012
AEDG January 2011 - June 2011
Philadelphia Flyers August 2010 - January 2011
Pacer Financial May 2010 - September 2010
Goal.com May 2010 - September 2010
Skills
Web Content Management, Online Marketing, Mobile Marketing, Marketing Communications, Sports Marketing, Market Research, Marketing Strategy, Convergence, Crisis Management, Public Relations, Media Relations, Social Media Marketing, Video Editing, Videography, Photography, Web Project Management, Multimedia Project..., Multimedia, Event Planning, Event Management, Fundraising, Time Management, Mentoring, Coaching, Alumni Relations, Email Marketing, InDesign, Web Content, Graphic Design, Final Cut Pro, Photoshop, Adobe Creative Suite, Newsletters, Public Speaking, Facebook, Social Networking, Video Production, Marketing, Social Media, Press Releases, Sports, Voice & Data Convergence, Editing, Higher Education, AP Style, Copywriting, Blogging, Video, Journalism, Copy Editing
Education
Cabrini College
Bachelor's Degree, Communication
Lancaster Catholic High School
High School Diploma
CertainTeed Corporation April 2015 - Present
Radnor High School November 2010 - Present
Mount Saint Joseph Academy November 2012 - April 2015
St. Joseph's Prep June 2011 - November 2012
AEDG January 2011 - June 2011
Philadelphia Flyers August 2010 - January 2011
Pacer Financial May 2010 - September 2010
Goal.com May 2010 - September 2010
Skills
Web Content Management, Online Marketing, Mobile Marketing, Marketing Communications, Sports Marketing, Market Research, Marketing Strategy, Convergence, Crisis Management, Public Relations, Media Relations, Social Media Marketing, Video Editing, Videography, Photography, Web Project Management, Multimedia Project..., Multimedia, Event Planning, Event Management, Fundraising, Time Management, Mentoring, Coaching, Alumni Relations, Email Marketing, InDesign, Web Content, Graphic Design, Final Cut Pro, Photoshop, Adobe Creative Suite, Newsletters, Public Speaking, Facebook, Social Networking, Video Production, Marketing, Social Media, Press Releases, Sports, Voice & Data Convergence, Editing, Higher Education, AP Style, Copywriting, Blogging, Video, Journalism, Copy Editing
Education
Cabrini College
Bachelor's Degree, Communication
Lancaster Catholic High School
High School Diploma
Thomas (T.J.) Zeller Thomas (T.J.) Zeller's Pacer Financial Experience June 2011 - Present
Job Managing Director at Pacer Financial
Industry Financial Services
Experience
Pacer Financial June 2011 - Present
DLT Solutions May 2010 - June 2011
MassMutual Financial Group October 2004 - May 2010
Skills
ETFs, Fixed Annuities, Asset Allocation, Investment Management, Series 7, Series 63, Series 65, Technical Analysis, Financial Advisory, Retirement Planning
Education
Elon University 2000 — 2004
Bachelor's of Science, Business Administration - Finance, Minor Mathematics
Pacer Financial June 2011 - Present
DLT Solutions May 2010 - June 2011
MassMutual Financial Group October 2004 - May 2010
Skills
ETFs, Fixed Annuities, Asset Allocation, Investment Management, Series 7, Series 63, Series 65, Technical Analysis, Financial Advisory, Retirement Planning
Education
Elon University 2000 — 2004
Bachelor's of Science, Business Administration - Finance, Minor Mathematics
Scott Saladik's Pacer Financial Experience October 2013 - May 2014
Job Account Executive at IPR International
Industry Information Technology and Services
Experience
IPR International LLC May 2015 - Present
4med Imaging Solutions July 2014 - February 2015
Pacer Financial October 2013 - May 2014
HighPoint Solutions October 2012 - October 2013
Shire Pharmaceuticals May 2011 - October 2012
Pacer Financial December 2010 - February 2011
Skills
Leadership, Sales, Management, Project Management, Consulting, Business Strategy, Customer Service, Business Intelligence, Business Development, Healthcare Consulting, Access, New Business Development, Cold Calling, Finance, Microsoft Office, Healthcare Information..., Social Networking, Salesforce.com, Investments, Networking, Territory..., Medical Devices, Closing Business, Closing Contracts, Medical Imaging, PACS, Digital Imaging, Healthcare Industry, Sales Operations, DICOM, Disaster Recovery, Cloud Security, Data Security, Data Center..., Managed Services, Hosted Services, Enterprise IT..., IT Infrastructure..., IT Operations, Big Data, Relationship Building, salesforce, Enterprise Solution..., Enterprise Technology...
Education
Coastal Carolina University
Bachelor’s Degree, Business Management, 3.4
La Salle College High School
IPR International LLC May 2015 - Present
4med Imaging Solutions July 2014 - February 2015
Pacer Financial October 2013 - May 2014
HighPoint Solutions October 2012 - October 2013
Shire Pharmaceuticals May 2011 - October 2012
Pacer Financial December 2010 - February 2011
Skills
Leadership, Sales, Management, Project Management, Consulting, Business Strategy, Customer Service, Business Intelligence, Business Development, Healthcare Consulting, Access, New Business Development, Cold Calling, Finance, Microsoft Office, Healthcare Information..., Social Networking, Salesforce.com, Investments, Networking, Territory..., Medical Devices, Closing Business, Closing Contracts, Medical Imaging, PACS, Digital Imaging, Healthcare Industry, Sales Operations, DICOM, Disaster Recovery, Cloud Security, Data Security, Data Center..., Managed Services, Hosted Services, Enterprise IT..., IT Infrastructure..., IT Operations, Big Data, Relationship Building, salesforce, Enterprise Solution..., Enterprise Technology...
Education
Coastal Carolina University
Bachelor’s Degree, Business Management, 3.4
La Salle College High School
Alexander Faust Alexander Faust's Pacer Financial Experience June 2015 - Present
Job Business System Information Analyst
Industry Information Technology and Services
Experience
Pacer Financial June 2015 - Present
Aarhus Karlshamn USA Inc. May 2014 - August 2014
Shrawder Restorations 2012 - 2013
Skills
Microsoft Word, Microsoft Excel, Windows, Social Media, ArcGIS, NI LabVIEW, PowerPoint, Teamwork, Presentations, Technical Writing, Project Management, Data Analysis, Customer Satisfaction, Public Speaking, Microsoft Office, Leadership, Social Networking
Education
La Salle University 2011 — 2015
Bachelor's degree, Information Technology
Kutztown Area High School 2007 — 2011
Pacer Financial June 2015 - Present
Aarhus Karlshamn USA Inc. May 2014 - August 2014
Shrawder Restorations 2012 - 2013
Skills
Microsoft Word, Microsoft Excel, Windows, Social Media, ArcGIS, NI LabVIEW, PowerPoint, Teamwork, Presentations, Technical Writing, Project Management, Data Analysis, Customer Satisfaction, Public Speaking, Microsoft Office, Leadership, Social Networking
Education
La Salle University 2011 — 2015
Bachelor's degree, Information Technology
Kutztown Area High School 2007 — 2011
Duncan McNabb Duncan McNabb's Pacer Financial Experience April 2013 - September 2013
Job Marketing Coop at SAP
Industry Computer Software
Experience
AllGo! Incentives & Rewards April 2014 - June 2014
Slice Communications September 2013 - January 2014
Pacer Financial April 2013 - September 2013
Skills
PowerPoint, Social Media, Microsoft Word, Microsoft Excel, Marketing, Public Speaking, Research, Event Planning, Customer Service, Blogging, Public Relations, Teamwork
Education
Drexel University - College of Business and Administration 2011 — 2016
AllGo! Incentives & Rewards April 2014 - June 2014
Slice Communications September 2013 - January 2014
Pacer Financial April 2013 - September 2013
Skills
PowerPoint, Social Media, Microsoft Word, Microsoft Excel, Marketing, Public Speaking, Research, Event Planning, Customer Service, Blogging, Public Relations, Teamwork
Education
Drexel University - College of Business and Administration 2011 — 2016
Jack Curley's Pacer Financial Experience October 2013 - September 2014
Job Account Executive at Glassdoor
Industry Information Technology and Services
Experience
Glassdoor October 2014 - Present
Urban Barrels September 2014 - Present
Ravenswood Winery September 2012 - January 2015
Pacer Financial October 2013 - September 2014
Cypress HCM April 2013 - September 2013
Cypress HCM January 2012 - April 2013
Axis Entertainment, INC. September 2011 - December 2011
Beachsport.org July 2009 - October 2011
University of the Pacific August 2009 - May 2011
Golden State Warriors September 2009 - April 2011
Skills
Technical Recruiting, Cold Calling, Database Administration, Applicant Tracking..., Mac OS X
Education
Pepperdine University 2007 — 2009
Bachelor of Arts (B.A.), Political Science
University of the Pacific 2009 — 2011
Master of Arts (M.A.), Sport Management
Santa Rosa Junior College 2005 — 2007
Associates Degree, University Transfer
Sonoma Valley High School 2001 — 2005
Glassdoor October 2014 - Present
Urban Barrels September 2014 - Present
Ravenswood Winery September 2012 - January 2015
Pacer Financial October 2013 - September 2014
Cypress HCM April 2013 - September 2013
Cypress HCM January 2012 - April 2013
Axis Entertainment, INC. September 2011 - December 2011
Beachsport.org July 2009 - October 2011
University of the Pacific August 2009 - May 2011
Golden State Warriors September 2009 - April 2011
Skills
Technical Recruiting, Cold Calling, Database Administration, Applicant Tracking..., Mac OS X
Education
Pepperdine University 2007 — 2009
Bachelor of Arts (B.A.), Political Science
University of the Pacific 2009 — 2011
Master of Arts (M.A.), Sport Management
Santa Rosa Junior College 2005 — 2007
Associates Degree, University Transfer
Sonoma Valley High School 2001 — 2005
Chris Weiss, CIMA® Chris Weiss, CIMA®'s Pacer Financial Experience February 2010 - November 2010
Job Financial Advisor at Brookline Bank, Infinex Investments, Inc.
Industry Financial Services
Experience
Brookline Bank, Infinex Investments, Inc. August 2015 - Present
Wellesley Investment Advisors, Inc. November 2010 - July 2015
Pacer Financial February 2010 - November 2010
Evergreen Investments April 2007 - December 2009
MFS Investment Management November 2000 - April 2007
MFS Investment Management November 1997 - November 2000
Skills
Investments, Relationship Management, Investment Management, Portfolio Management, Estate Planning, Series 7, Mutual Funds, Equities, Fixed Income
Education
Trinity College-Hartford 1988 — 1992
Holyoke High School 1984 — 1988
Brookline Bank, Infinex Investments, Inc. August 2015 - Present
Wellesley Investment Advisors, Inc. November 2010 - July 2015
Pacer Financial February 2010 - November 2010
Evergreen Investments April 2007 - December 2009
MFS Investment Management November 2000 - April 2007
MFS Investment Management November 1997 - November 2000
Skills
Investments, Relationship Management, Investment Management, Portfolio Management, Estate Planning, Series 7, Mutual Funds, Equities, Fixed Income
Education
Trinity College-Hartford 1988 — 1992
Holyoke High School 1984 — 1988
Frank O'Hara's Pacer Financial Experience February 2008 - April 2011
Job Director, Enterprise Sales and Account Management
Industry Information Technology and Services
Experience
VERISIGN SECURITY SERVICES May 2011 - Present
Pacer Financial February 2008 - April 2011
MetLife Investors January 2002 - February 2008
Pacific Life 1999 - 2001
PLANCO 1987 - 1999
Skills
Salesforce.com, SaaS, New Business Development, Solution Selling, Account Management, Strategic Partnerships, Sales Process, Sales, Sales Management, Key Account Management, Business Intelligence, Management
Education
Mount Saint Mary's College 1979 — 1983
BS, Business and Finance
Red Bank Catholic HS 1975 — 1979
VERISIGN SECURITY SERVICES May 2011 - Present
Pacer Financial February 2008 - April 2011
MetLife Investors January 2002 - February 2008
Pacific Life 1999 - 2001
PLANCO 1987 - 1999
Skills
Salesforce.com, SaaS, New Business Development, Solution Selling, Account Management, Strategic Partnerships, Sales Process, Sales, Sales Management, Key Account Management, Business Intelligence, Management
Education
Mount Saint Mary's College 1979 — 1983
BS, Business and Finance
Red Bank Catholic HS 1975 — 1979
Michael DePalma Michael DePalma's Pacer Financial Experience May 2005 - March 2007
Job Consultant Strategy Practice at Accenture
Industry Management Consulting
Experience
Accenture August 2013 - Present
Kellogg School of Management August 2011 - June 2013
PlaySquare, LLC June 2012 - August 2012
Inveneo April 2010 - August 2011
DePalma Creative February 2009 - August 2011
Bombilla & Gourd Inc. March 2007 - February 2009
Pacer Financial May 2005 - March 2007
Skills
Advertising, Marketing, Product Management, Strategy, Dreamweaver, Brand Management, Cross-functional Team..., E-commerce, Illustrator, Analytics
Education
Northwestern University - Kellogg School of Management 2011 — 2013
Master of Business Administration, Marketing, General Management
Lehigh University 2001 — 2005
BA, Design Arts
Accenture August 2013 - Present
Kellogg School of Management August 2011 - June 2013
PlaySquare, LLC June 2012 - August 2012
Inveneo April 2010 - August 2011
DePalma Creative February 2009 - August 2011
Bombilla & Gourd Inc. March 2007 - February 2009
Pacer Financial May 2005 - March 2007
Skills
Advertising, Marketing, Product Management, Strategy, Dreamweaver, Brand Management, Cross-functional Team..., E-commerce, Illustrator, Analytics
Education
Northwestern University - Kellogg School of Management 2011 — 2013
Master of Business Administration, Marketing, General Management
Lehigh University 2001 — 2005
BA, Design Arts
Tim O'Donovan Tim O'Donovan's Pacer Financial Experience November 2008 - May 2012
Job National Sales Manager at Linde, Hansen & Co., LLC
Industry Financial Services
Experience
Linde, Hansen & Co., LLC May 2012 - Present
Pacer Financial November 2008 - May 2012
Managers Investment Group February 2006 - June 2008
Lord, Abbett & Co. November 1998 - February 2006
Skills
Mutual Funds, ETFs, Annuities, IRA's, Stocks, Retirement Planning, 401k, Bonds, Retirement, Managed Accounts, Roth IRA, Separately Managed..., Asset Allocation, Equities, Alternative Investments, Fixed Annuities, 529 Plans, Financial Planning, Annuity, Investments, Investment Strategies, Rollovers, Securities, Indices
Education
Gettysburg College 1994 — 1998
B.A., Economics, Spanish
Park Ridge High School 1990 — 1994
Linde, Hansen & Co., LLC May 2012 - Present
Pacer Financial November 2008 - May 2012
Managers Investment Group February 2006 - June 2008
Lord, Abbett & Co. November 1998 - February 2006
Skills
Mutual Funds, ETFs, Annuities, IRA's, Stocks, Retirement Planning, 401k, Bonds, Retirement, Managed Accounts, Roth IRA, Separately Managed..., Asset Allocation, Equities, Alternative Investments, Fixed Annuities, 529 Plans, Financial Planning, Annuity, Investments, Investment Strategies, Rollovers, Securities, Indices
Education
Gettysburg College 1994 — 1998
B.A., Economics, Spanish
Park Ridge High School 1990 — 1994
Sean Sweeney's Pacer Financial Experience September 2010 - April 2012
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch April 2012 - Present
Pacer Financial September 2010 - April 2012
Pacer Financial January 2010 - September 2010
RevenueShares ETFs October 2008 - January 2010
Skills
Portfolio Optimization, Portfolio Strategy, New Business Development, Series 7, ETFs, Financial Planning, Mutual Funds, Series 66, Stocks, Bonds, Investment Portfolio, Retirement Planning, Retirement Plan..., 401k Rollovers, Modern Portfolio Theory, Leadership, 401k, Asset Allocation, Investment Strategies, Alternative Investments, Investment Advisory, Wealth Management, Retirement, Equities, Fixed Income, Hedge Funds, Portfolio Management, Life Insurance
Education
University of Delaware - Lerner College of Business and Economics 2003 — 2008
Bachelors of Science, Finance
Merrill Lynch April 2012 - Present
Pacer Financial September 2010 - April 2012
Pacer Financial January 2010 - September 2010
RevenueShares ETFs October 2008 - January 2010
Skills
Portfolio Optimization, Portfolio Strategy, New Business Development, Series 7, ETFs, Financial Planning, Mutual Funds, Series 66, Stocks, Bonds, Investment Portfolio, Retirement Planning, Retirement Plan..., 401k Rollovers, Modern Portfolio Theory, Leadership, 401k, Asset Allocation, Investment Strategies, Alternative Investments, Investment Advisory, Wealth Management, Retirement, Equities, Fixed Income, Hedge Funds, Portfolio Management, Life Insurance
Education
University of Delaware - Lerner College of Business and Economics 2003 — 2008
Bachelors of Science, Finance
Erin Scott's Pacer Financial Experience November 2011 - Present
Job Marketing Specialist at Emerging Global Advisors
Industry Financial Services
Experience
Emerging Global Advisors January 2015 - Present
Pacer Financial November 2011 - Present
The Guinan Financial Group July 2010 - April 2011
Philadelphia Magazine December 2009 - January 2010
Education
Elizabethtown College 2006 — 2010
Business Administration, Marketing and Biology
Elizabethtown College 2006 — 2010
Emerging Global Advisors January 2015 - Present
Pacer Financial November 2011 - Present
The Guinan Financial Group July 2010 - April 2011
Philadelphia Magazine December 2009 - January 2010
Education
Elizabethtown College 2006 — 2010
Business Administration, Marketing and Biology
Elizabethtown College 2006 — 2010
Christian Davis's Pacer Financial Experience February 2009 - March 2012
Job AVP, Business Development LPL Financial
Industry Financial Services
Experience
LPL Financial April 2012 - Present
Pacer Financial February 2009 - March 2012
Vanguard February 2008 - November 2008
Baar Products, Inc. October 2006 - February 2008
Skills
Direct Sales, Sales Management, Territory Analysis, Series 7, Mutual Funds, Retirement Planning, Series 63, Wealth Management, Strategic Financial..., Investments, Retirement, 401k, Fixed Annuities, Investment Advisory, Asset Allocation, Equities, Analysis, Financial Planning, Financial Advisory
Education
Richard Stockton College of New Jersey
BS
The Peddie School
LPL Financial April 2012 - Present
Pacer Financial February 2009 - March 2012
Vanguard February 2008 - November 2008
Baar Products, Inc. October 2006 - February 2008
Skills
Direct Sales, Sales Management, Territory Analysis, Series 7, Mutual Funds, Retirement Planning, Series 63, Wealth Management, Strategic Financial..., Investments, Retirement, 401k, Fixed Annuities, Investment Advisory, Asset Allocation, Equities, Analysis, Financial Planning, Financial Advisory
Education
Richard Stockton College of New Jersey
BS
The Peddie School
Brendan W. Lake Brendan W. Lake's Pacer Financial Experience January 2003 - January 2006
Job Founder, President & CEO at PPB Capital Partners
Industry Financial Services
Experience
PPB Capital Partners July 2008 - Present
Pacer Financial January 2003 - January 2006
Skills
Alternative Investments, Mutual Funds, Series 63, Series 7, Wealth Management..., High Net Worth..., Private Equity, Private Placements, Series 65, Fund Of Funds, Investor Relations, Wealth Management, Investment Advisory, Venture Capital
Education
University of Pennsylvania 2002 — 2003
Master's degree, Public Administration
Temple University 1986 — 2001
Bachelor's degree
PPB Capital Partners July 2008 - Present
Pacer Financial January 2003 - January 2006
Skills
Alternative Investments, Mutual Funds, Series 63, Series 7, Wealth Management..., High Net Worth..., Private Equity, Private Placements, Series 65, Fund Of Funds, Investor Relations, Wealth Management, Investment Advisory, Venture Capital
Education
University of Pennsylvania 2002 — 2003
Master's degree, Public Administration
Temple University 1986 — 2001
Bachelor's degree
Paul Koehler's Pacer Financial Experience February 2013 - November 2014
Job Sales at Optcapital, LLC
Industry Investment Management
Experience
Optcapital, LLC August 2015 - Present
Shawn Inc. December 2014 - July 2015
Pacer Financial February 2013 - November 2014
PKO Investments, LLC September 2011 - February 2013
Hartford Funds May 2004 - June 2011
Hartford Funds September 2000 - May 2004
R.H. Donnelley September 1999 - September 2000
Skills
Series 7, Series 63, Mutual Funds, Investments, Retirement Planning, Financial Services, Fixed Annuities, Asset Allocation, ETFs, Series 6, 401k, Retirement, Variable Annuities, Financial Advisory, Strategic Financial..., Wealth Management, Investment Management, Exchange Traded Products, Alternative Investments, Insurance, Wholesale
Education
Lindsey Wilson College 1995 — 1999
B.A., History
Optcapital, LLC August 2015 - Present
Shawn Inc. December 2014 - July 2015
Pacer Financial February 2013 - November 2014
PKO Investments, LLC September 2011 - February 2013
Hartford Funds May 2004 - June 2011
Hartford Funds September 2000 - May 2004
R.H. Donnelley September 1999 - September 2000
Skills
Series 7, Series 63, Mutual Funds, Investments, Retirement Planning, Financial Services, Fixed Annuities, Asset Allocation, ETFs, Series 6, 401k, Retirement, Variable Annuities, Financial Advisory, Strategic Financial..., Wealth Management, Investment Management, Exchange Traded Products, Alternative Investments, Insurance, Wholesale
Education
Lindsey Wilson College 1995 — 1999
B.A., History
Lou Lattari's Pacer Financial Experience February 2011 - December 2011
Job Regional Vice President at RiverSource
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. July 2012 - Present
Pacer Financial February 2011 - December 2011
AIG SunAmerica May 2007 - April 2009
The Hartford 2004 - 2007
Merrill Lynch 2001 - 2004
Skills
Series 7, Mutual Funds, Fixed Annuities, ETFs, Retirement Planning, Series 63, Variable Annuities, Retirement, Alternative Investments, Asset Allocation, Investments, Separately Managed..., Financial Advisory
Education
Penn State University 1994 — 1999
B.A., Logistics
Ameriprise Financial Services, Inc. July 2012 - Present
Pacer Financial February 2011 - December 2011
AIG SunAmerica May 2007 - April 2009
The Hartford 2004 - 2007
Merrill Lynch 2001 - 2004
Skills
Series 7, Mutual Funds, Fixed Annuities, ETFs, Retirement Planning, Series 63, Variable Annuities, Retirement, Alternative Investments, Asset Allocation, Investments, Separately Managed..., Financial Advisory
Education
Penn State University 1994 — 1999
B.A., Logistics
Mark Reeser, CIMA®'s Pacer Financial Experience May 2011 - May 2013
Job National Accounts Manager Defined Contribution Investments at Hartford Funds
Industry Financial Services
Experience
Hartford Funds September 2015 - Present
Hartford Funds May 2013 - September 2015
Pacer Financial May 2011 - May 2013
The Hartford 2005 - 2008
Skills
Series 7, Series 63, ETFs, Mutual Funds, Financial Wholesaling, Retirement Planning, Entrepreneurship, Financial Advisory, Finance, Investments
Education
University of Pennsylvania - The Wharton School
Certified Investment Management Analyst, CIMA®, Finance
Temple University 2004 — 2009
Bachelor of Business Administration, Economics
Hartford Funds September 2015 - Present
Hartford Funds May 2013 - September 2015
Pacer Financial May 2011 - May 2013
The Hartford 2005 - 2008
Skills
Series 7, Series 63, ETFs, Mutual Funds, Financial Wholesaling, Retirement Planning, Entrepreneurship, Financial Advisory, Finance, Investments
Education
University of Pennsylvania - The Wharton School
Certified Investment Management Analyst, CIMA®, Finance
Temple University 2004 — 2009
Bachelor of Business Administration, Economics
Kristen Dawson's Pacer Financial Experience 2013 - 2014
Job Sr. Sales/Business Development Executive: building exceptional sales with financial advisors and thirdparty vendors.
Industry Investment Management
Experience
Pacer Financial 2013 - 2014
MetLife January 2002 - November 2012
The Executive Office of the President 2000 - 2001
Overseas Private Investment Corporation 1985 - 1985
Skills
Variable Annuities, Fixed Annuities, Mutual Funds, Series 63, Series 6, Long-term Care, Alternative Investments, Insurance, Term Life Insurance, Investments, Estate Planning, Financial Services, Series 7, 401k, FINRA, Series 65, Series 24, Retirement, Securities, Asset Allocation, Financial Planners, Financial Advisory, Disability Insurance, Separately Managed..., Wealth Management, Retirement Planning, IRAs, Life Insurance, Whole Life, Strategic Financial..., Qualified Retirement..., Wealth, ETFs, Investment Management, Investment Strategies, Wealth Accumulation, Long Term Care Insurance, Investment Advisory, 401k Rollovers, Wealth Management..., Uniform Combined State..., Relationship Management, Life & Health Insurance..., Indexed Annuities, Health Insurance, Asset Management, Annuity Sales, Employee Benefits, Retirement Plan..., Portfolio Management
Education
Columbia Business School 2007 — 2009
Master of Business Administration (MBA), Marketing/Marketing Management, General
Harvard University Kennedy School of Government 1995 — 1997
Master of Public Administration (MPA), American Government and Politics (United States)
Pacer Financial 2013 - 2014
MetLife January 2002 - November 2012
The Executive Office of the President 2000 - 2001
Overseas Private Investment Corporation 1985 - 1985
Skills
Variable Annuities, Fixed Annuities, Mutual Funds, Series 63, Series 6, Long-term Care, Alternative Investments, Insurance, Term Life Insurance, Investments, Estate Planning, Financial Services, Series 7, 401k, FINRA, Series 65, Series 24, Retirement, Securities, Asset Allocation, Financial Planners, Financial Advisory, Disability Insurance, Separately Managed..., Wealth Management, Retirement Planning, IRAs, Life Insurance, Whole Life, Strategic Financial..., Qualified Retirement..., Wealth, ETFs, Investment Management, Investment Strategies, Wealth Accumulation, Long Term Care Insurance, Investment Advisory, 401k Rollovers, Wealth Management..., Uniform Combined State..., Relationship Management, Life & Health Insurance..., Indexed Annuities, Health Insurance, Asset Management, Annuity Sales, Employee Benefits, Retirement Plan..., Portfolio Management
Education
Columbia Business School 2007 — 2009
Master of Business Administration (MBA), Marketing/Marketing Management, General
Harvard University Kennedy School of Government 1995 — 1997
Master of Public Administration (MPA), American Government and Politics (United States)
Michael Angelo, CIMA®'s Pacer Financial Experience January 2010 - February 2011
Job Sales Manager FAS Internal Sales
Industry Financial Services
Experience
Vanguard January 2014 - Present
Vanguard August 2013 - March 2014
BlackRock March 2011 - August 2013
Pacer Financial January 2010 - February 2011
Lincoln Financial Distributors December 2007 - April 2009
Lincoln Financial Distributors August 2004 - December 2007
Lincoln Financial Distributors October 2000 - August 2004
Prudential Financial May 2000 - October 2000
Ameriprise Financial Services, Inc. December 1998 - May 2000
Skills
Strategic Planning, Series 7, Series 63, Sales Process, Sales Management, Mutual Funds, Separately Managed..., CIMA, Series 24, ETFs, Asset Allocation, Sales, Uniform Combined State..., FINRA, Investments, Alternative Investments, Series 65, 401k, Series 6, Securities, Investment Strategies, Wealth Management, Retirement Planning, Retirement, Fixed Annuities, Investment Advisory, Investment Management, Financial Services, Fixed Income, Variable Annuities, Equities, Financial Advisory, Hedge Funds, Asset Management, Bonds, Portfolio Management
Education
Susquehanna University 1994 — 1998
BS, Business Administration, Finance
University of London, Birkbeck College 1995 — 1995
Susquehanna University London Program
Athens Area High School 1990 — 1994
Vanguard January 2014 - Present
Vanguard August 2013 - March 2014
BlackRock March 2011 - August 2013
Pacer Financial January 2010 - February 2011
Lincoln Financial Distributors December 2007 - April 2009
Lincoln Financial Distributors August 2004 - December 2007
Lincoln Financial Distributors October 2000 - August 2004
Prudential Financial May 2000 - October 2000
Ameriprise Financial Services, Inc. December 1998 - May 2000
Skills
Strategic Planning, Series 7, Series 63, Sales Process, Sales Management, Mutual Funds, Separately Managed..., CIMA, Series 24, ETFs, Asset Allocation, Sales, Uniform Combined State..., FINRA, Investments, Alternative Investments, Series 65, 401k, Series 6, Securities, Investment Strategies, Wealth Management, Retirement Planning, Retirement, Fixed Annuities, Investment Advisory, Investment Management, Financial Services, Fixed Income, Variable Annuities, Equities, Financial Advisory, Hedge Funds, Asset Management, Bonds, Portfolio Management
Education
Susquehanna University 1994 — 1998
BS, Business Administration, Finance
University of London, Birkbeck College 1995 — 1995
Susquehanna University London Program
Athens Area High School 1990 — 1994
Kimberly Thomson Zeller's Pacer Financial Experience 2011 - Present
Job Vice President of Key Accounts, Pacer Financial
Industry Financial Services
Experience
Pacer Financial 2011 - Present
Winbak Farm 2007 - Present
RevenueShares Investor Services 2008 - 2011
Education
Towson University 2002 — 2006
Pacer Financial 2011 - Present
Winbak Farm 2007 - Present
RevenueShares Investor Services 2008 - 2011
Education
Towson University 2002 — 2006
Jay Verish's Pacer Financial Experience January 2010 - July 2013
Job Sales Training Analyst at Forethought Financial Group, Inc.
Industry Financial Services
Experience
Forethought Financial Group, Inc. March 2015 - Present
RS Investments July 2013 - March 2015
Pacer Financial January 2010 - July 2013
PLANCO/The Hartford August 1995 - July 2009
Skills
Series 63, Life Insurance, Mutual Funds, Insurance, Fixed Annuities, Fixed Income, Asset Management, Investments, Asset Allocation, Financial Advisory, 401k, Retirement Planning, Series 6, Series 26, Variable Annuities, ETFs, ETN's, Separately Managed..., Retirement
Education
Shippensburg University of Pennsylvania 1990 — 1994
BA, Communications
Phoenixville High School
Forethought Financial Group, Inc. March 2015 - Present
RS Investments July 2013 - March 2015
Pacer Financial January 2010 - July 2013
PLANCO/The Hartford August 1995 - July 2009
Skills
Series 63, Life Insurance, Mutual Funds, Insurance, Fixed Annuities, Fixed Income, Asset Management, Investments, Asset Allocation, Financial Advisory, 401k, Retirement Planning, Series 6, Series 26, Variable Annuities, ETFs, ETN's, Separately Managed..., Retirement
Education
Shippensburg University of Pennsylvania 1990 — 1994
BA, Communications
Phoenixville High School
Ashlee Thomson's Pacer Financial Experience June 2007 - Present
Job Marketing
Industry Financial Services
Experience
Pacer Financial June 2007 - Present
World Trade Center Institute 2003 - 2007
Skills
Series 7, Mutual Funds, ETFs, 401k, Series 24, Serries 66
Education
Towson University 2004 — 2007
MS, Communications Management
James Madison University 1999 — 2003
BA, Media Arts and Design
High School
High School
Pacer Financial June 2007 - Present
World Trade Center Institute 2003 - 2007
Skills
Series 7, Mutual Funds, ETFs, 401k, Series 24, Serries 66
Education
Towson University 2004 — 2007
MS, Communications Management
James Madison University 1999 — 2003
BA, Media Arts and Design
High School
High School
Kenneth Liskey Jr.'s Pacer Financial Experience February 2010 - October 2010
Job Sales Professional
Industry Financial Services
Experience
E*TRADE Financial October 2010 - Present
Pacer Financial February 2010 - October 2010
The Hartford May 2004 - July 2009
Education
Penn State University 2006 — 2009
Master of Business Administration (MBA)
James Madison University 2000 — 2004
Bachelor of Business Administration (BBA)
E*TRADE Financial October 2010 - Present
Pacer Financial February 2010 - October 2010
The Hartford May 2004 - July 2009
Education
Penn State University 2006 — 2009
Master of Business Administration (MBA)
James Madison University 2000 — 2004
Bachelor of Business Administration (BBA)