Peachtree Financial Solutions

Industry: Company

Description

Peachtree Financial Solutions is a company headquartered in Radnor, PA. Peachtree provides cash to individuals with illiquid assets such as structured settlement payments, annuity payments, lottery winnings, and active non-settled lawsuits. The company was founded in 1996. Headquarters: Boynton Beach, FL Founded: 1996 Area served: United States of America Parent organization: PeachHI, LLC

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Peachtree Financial Solutions Employees

Employee
Years
Job
Industry
Veronica Cavella Veronica Cavella Philadelphia, Pennsylvania Details
Veronica Cavella's Peachtree Financial Solutions Experience January 2013 - Present
Job Senior Account Executive at Peachtree Financial Solutions
Industry Financial Services
Experience
Peachtree Financial Solutions   January 2013 - Present
Knowledge Points  February 2009 - August 2013
STS substitute teaching service   October 2010 - December 2012
ICR International Communications Research   January 2005 - January 2009

Skills
Education, Customer Service, Data Entry, Marketing Communications, Supervising, Market Research, Phone Skills, Solid computer skills, Marketing Strategy, Time Management, Leadership, Marketing, Microsoft Excel, Microsoft Office, PowerPoint, Sales, Sales Management, Social Media, Team Building, Management, Microsoft Word, Social Networking, Public Speaking, Financial Services, Cold Calling, Business Development, Strategic Planning, Finance, Social Media Marketing, Direct Marketing, Facebook, Direct Sales, Relationship Management, Strategy, Analysis, Negotiation

Education
West Chester University of Pennsylvania   2008 — 2010
Bachelor of Science (BS), Education

Delaware County Community College   2006 — 2008
Associate's degree, Education

John Shiver John Shiver Seattle, Washington Details
John Shiver's Peachtree Financial Solutions Experience April 2013 - April 2014
Job Software Developer at OfferUp
Industry Computer Software
Experience
OfferUp  October 2014 - Present
Peachtree Financial Solutions   April 2013 - April 2014
Reed Smith LLP  February 2013 - February 2013
Josh Maxwell Campaign for State Representative   August 2012 - October 2012
The Law Offices of Conrad J. Benedetto   May 2012 - August 2012
AIDS Legal Referral Panel  September 2009 - May 2011
Eviction Defense Collaborative  June 2010 - February 2011

Skills
Python, Django, PostgreSQL, Flask, Test Driven Development, Software Deployment, JavaScript, Git, HTML, Customer Service

Education
Code Fellows   2014 — 2014
Student, Python Web Development, 92/100

University of San Francisco School of Law   2008 — 2011
Juris Doctorate, Law

Muhlenberg College   2004 — 2008
Bachelor of Science (BS), Biology

William Keenan William Keenan Blue Bell, Pennsylvania Details
William Keenan's Peachtree Financial Solutions Experience December 2013 - Present
Job Account Executive at Peachtree Financial Solutions
Industry Financial Services
Experience
Peachtree Financial Solutions   December 2013 - Present
SEI  September 2010 - December 2013
Keenan's Valley View Inn   June 2007 - June 2010
Flourtown Swim Club   June 2008 - August 2009

Skills
Analysis, Mutual Funds, Accounts Payable, Customer Satisfaction, Trading, Investments, Equities, Outsourcing, Portfolio Management, Fixed Income, Wealth Management, Bloomberg

Education
University of Scranton   2006 — 2010
Finance, General

University of Scranton   2006 — 2010
Bachelor's degree, Finance, General

Stephen Kirkwood Stephen Kirkwood Greater Philadelphia Area Details
Stephen Kirkwood's Peachtree Financial Solutions Experience March 1999 - July 2011
Job Executive Vice President and General Counsel at The J.G. Wentworth Company
Industry Financial Services
Experience
The J.G. Wentworth Company   June 2012 - Present
JGWPT Holdings, LLC  July 2011 - June 2012
Peachtree Financial Solutions   March 1999 - July 2011

Skills
Mergers, Litigation, Contract Negotiation, Labor Relations, Capital Markets, Corporate Law, Corporate Governance

Education
Albany Law School of Union University   1992 — 1995
JD, Law

Union College   1992 — 1995
BS, Psychology, Biology

Krista Mrusko Krista Mrusko Greater Philadelphia Area Details
Krista Mrusko's Peachtree Financial Solutions Experience January 2014 - Present
Job Account Executive at Peachtree Financial Solutions, PreSettlement Funding
Industry Financial Services
Experience
Peachtree Financial Solutions   January 2014 - Present
Numotion Mobility  August 2013 - December 2013
Arby's Restaurant Group  August 2011 - June 2012
Credit Management Services  2006 - 2008

Skills
Food Service, Account Management, Customer Service, Schedules, Collections, Customer Retention, Project Management, Team Management, Medical Billing, Medical Terminology, Food & Beverage, Specimen Collection, Deep Tissue Massage, Integrated Healthcare, Customer Satisfaction

Education
Harcum College   2002 — 2004
Medical Laboratory Technology (ASCP), 3.6

Anne Moscato Anne Moscato York, Pennsylvania Area Details
Anne Moscato's Peachtree Financial Solutions Experience April 2014 - Present
Job Account Executive/Purchaser at JG Wentworth
Industry Marketing and Advertising
Experience
Peachtree Financial Solutions   April 2014 - Present
Philadelphia Marketing Executives, Inc.   July 2013 - December 2013
Bel Paese   March 2013 - November 2013
Padonia Park Club  March 2012 - September 2012
United Way of York County  August 2011 - December 2011
Hollister Co.  June 2009 - September 2011

Skills
Shopping, Customer Service, Sales&Marketing, Competitive, Multi-tasked, Hospitality Service, Strategic Planning, Sales, Event Planning, Facebook, Marketing, Social Media Marketing, Time Management, Social Networking, Management

Education
York College of Pennsylvania   2008 — 2012
Bachelor's of Science, Business Administration and Management, General

East China Normal University   2010 — 2010
Study Abroad Semester, Chinese and Business

Andy Foskey Andy Foskey Dallas/Fort Worth Area Details
Andy Foskey's Peachtree Financial Solutions Experience 2009 - 2011
Job Managing Director at Transition Capital Partners
Industry Venture Capital & Private Equity
Experience
Transition Capital Partners  2011 - Present
Peachtree Financial Solutions   2009 - 2011
Hunt Private Equity Group   2006 - 2009
J.B. Poindexter   2001 - 2006
Consolidated Equipment Companies, Inc.   1999 - 2001
Comerica  1989 - 1999

Skills
Alternative Investments, Private Equity, Capital Markets, Distressed Debt, Structured Finance, Structured Settlements, Life Settlements, Mergers, Company Acquisitions, Corporate Finance, Investment Banking, Debt Restructuring, Debt Collection, Securitization, Alternative Assets, Mezzanine, Buyouts, Debt Recovery, LBO, Business Acquisition, Corporate Development, Capital Structure, Venture Capital, M&A experience, Middle Market, Private Placements, Debt, Investments, Funding, Leveraged Finance, Portfolio Management, Asset Management, Financial Markets, Origination, Capital, Asset Managment, Mergers & Acquisitions, Acquisitions, Financial Services, Equity Capital Markets, Finance, Credit, Debt Settlement, Financial Structuring, Growth Capital, Due Diligence, Loan Origination, Divestitures, Valuation, Capital Raising

Education
Wayne State University
MBA, Finance

Michigan State University   1984 — 1989
BA, Finance

Nicolas Berger Nicolas Berger Delray Beach, Florida Details
Nicolas Berger's Peachtree Financial Solutions Experience March 2014 - April 2015
Job Account Executive at DRB Capital
Industry Financial Services
Experience
DRB Capital  May 2015 - Present
Peachtree Financial Solutions   March 2014 - April 2015
Peachtree Financial Solutions   May 2013 - March 2014
Harmelin Media  September 2012 - December 2012
Best Personnel Inc   April 2011 - November 2012
Diamond Edge Communications  January 2012 - May 2012
Temple University  September 2008 - May 2012
College Works Painting  February 2009 - May 2009
STAMINA Flower Corp.   September 2004 - August 2006
SR Services   June 2003 - August 2006

Skills
Pre-Settlement Funding, Lawsuit Funding, Sales, Advertising, Digital Media, Account Management, SEO, Copywriting, Google Analytics, Microsoft Office, Strategic Planning, Final Cut Pro, Photoshop, Illustrator, Soundtrack Pro

Education
Temple University School of Media and Communications   2008 — 2012
Bachelor of Arts, Advertising; Account Management

Delaware County Community College   2007 — 2008
Business Administration

B. Reed Henderson High School   2003 — 2006
High School Diploma

Daniel Pearl Daniel Pearl Northbrook, Illinois Details
Daniel Pearl's Peachtree Financial Solutions Experience 2007 - 2009
Job Hazardous Rx Solutions Team Lead at Stericycle
Industry Pharmaceuticals
Experience
Stericycle  April 2013 - Present
Stericycle  2013 - 2013
Citation Box and Paper Company   December 2011 - November 2012
Peachtree Financial Solutions   2007 - 2009

Skills
New Business Development, Account Management, Leadership, Marketing Strategy, Salesforce.com, Sales, Sales Management

Education
Lynn University   2000 — 2004
Bachelors, Communications, Business

Lynn University   2000 — 2004
Bachelor of Arts (B.A.), Business/Corporate Communications

Frank Bartkus Frank Bartkus Miami/Fort Lauderdale Area Details
Frank Bartkus's Peachtree Financial Solutions Experience August 2009 - December 2011
Job Director of Servicing and Research at Client First Settlement Funding
Industry Financial Services
Experience
Client First Settlement Funding  June 2012 - Present
Peachtree Financial Solutions   August 2009 - December 2011
Singer Asset   March 1997 - June 2009
Centerbank Mortgage Company  1983 - 1996

Skills
Payments, Cash Management, ACH, Loan Servicing, Banking, Electronic Payments, Credit, Loans, Mortgage Lending, Securitization

Education
Arizona State University
AS, Business Management

Post University
BS, Business Management

Pia Horton Pia Horton Conshohocken, Pennsylvania Details
Pia Horton's Peachtree Financial Solutions Experience April 2013 - Present
Job Underwriter Attorney at Peachtree Financial Solutions
Industry Financial Services
Experience
Peachtree Financial Solutions   April 2013 - Present

Skills
Finance, Leadership, Legal Research, Legal Writing, Management, Marketing, Microsoft Excel, Microsoft Office, Public Speaking, Sales, Social Media, Strategic Planning

Education
Oklahoma City University School of Law   2002 — 2005
Doctor of Law (J.D.), Law

Temple University
Bachelor's degree, Broadcasting, Telecommunications & Mass Media

Jason Albritton Jason Albritton Greater Atlanta Area Details
Jason Albritton's Peachtree Financial Solutions Experience November 2009 - August 2011
Job Commercial Banker at Bank of North Georgia
Industry Banking
Experience
Bank of North Georgia  May 2013 - Present
Synovus - Bank of North Georgia   July 2012 - July 2013
Alexander Proudfoot  December 2011 - July 2012
Peachtree Financial Solutions   November 2009 - August 2011
Peachtree Capital Markets   November 2009 - August 2011
Peachtree Advanced Life Solutions (PALS)   October 2007 - November 2009
Peachtree LBP   November 2006 - October 2007
Jackson National Life  January 2006 - November 2006
Ameriprise Financial  September 2004 - January 2006
SouthTrust Bank  January 2002 - September 2004

Skills
Private Placements, Structured Settlements, Alternative Investments, Life Settlements, Financial Planning, Life Insurance, Annuities, Credit, Banking, Business Development, Finance, Financial Analysis, Financial Services, Loans, Credit Analysis, Fixed Annuities, Financial Advisory, Insurance, Investment Strategies, Investments, Pensions, Portfolio Management, Risk Management, Sales, Sales Management, Sales Operations, Series 7, Strategic Financial...

Education
Auburn University   1998 — 2001
Bachelor of Science, Economics

John Carroll High School   1994 — 1998

Alyssa Wenzel Alyssa Wenzel Bryn Mawr, Pennsylvania Details
Alyssa Wenzel's Peachtree Financial Solutions Experience October 2012 - March 2014
Job Assistant Director of Operations at Nyman Associates, Inc
Industry Financial Services
Experience
Nyman Associates, Inc   September 2014 - Present
Peachtree Financial Solutions   October 2012 - March 2014
Canine Country Inc.   March 2008 - October 2012

Skills
Due Diligence, Insurance, Financial Services, Sales, Management, Travel Planning, Customer Service, Leadership, Employee Training, Managing Database, Email Marketing, Small Events, Managing Events, International Travel, Underwriting, Schedule Control, Organization, Meeting Planning, Communication Skills, Supply Ordering, Inventory, Team Building, Microsoft Office, Mac, Calendar Planning, Accounts Payable, Accounts Receivable, Marketing, Microsoft Excel, Time Management, PowerPoint

Education
University of Virginia   2012 — 2012
Study Abroad Program- Semester at Sea

Gwynedd Mercy University   2008 — 2012
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General, 3.41 GPA

Montgomery County Community College   2007 — 2008
Liberal Arts and Sciences, General Studies and Humanities

Mallory Sham Mallory Sham Greater Philadelphia Area Details
Mallory Sham's Peachtree Financial Solutions Experience June 2014 - April 2015
Job Marketing and Office Coordinator
Industry Executive Office
Experience
Boenning & Scattergood, Inc.   April 2015 - Present
Boenning & Scattergood, Inc.   April 2015 - Present
Peachtree Financial Solutions   June 2014 - April 2015
Executive Office Temp   August 2013 - June 2014
First Financial Group / MassMutual  November 2009 - June 2013
First Financial Group / MassMutual  May 2011 - July 2011

Skills
Public Relations, Marketing Communications, Marketing, Social Media Marketing, Recruiting, Microsoft Office, Administrative..., Applicant Tracking..., Integrated Marketing, Technical Writing, Education, Special Education, Corporate Communications, Blogging, Salesforce.com, Advertising, Fundraising, Team Building, Creative Writing, Media Relations, Teamwork, Cold Calling, Training

Education
West Chester University of Pennsylvania   2012 — 2013
Bachelor of Science in Liberal Sudies: Professional Studies, Buisness, Technical Writing and Professional Education, 3.33 GPA

Penn State University   2009 — 2010
Bachelor of Science (BS), Corporate Communications

Gratz College   2003 — 2005
Hebrew and Judaic Studies, Education and Teaching, 4.0 GPA

William Martinez William Martinez Boca Raton, Florida Details
William Martinez's Peachtree Financial Solutions Experience December 2010 - May 2013
Job Business Development Manager at The Echelon Group
Industry Financial Services
Experience
EchelonGroup   November 2013 - Present
Peachtree Financial Solutions   December 2010 - May 2013
Bosley  July 2008 - July 2010
JPMorgan Chase  May 2000 - January 2008

Skills
Banking, Loans, Credit, Portfolio Management, Relationship Management, Investments, Sales, Business Development, Account Management, Sales Management, New Business Development, Mortgage Lending, Credit Analysis, Negotiation, Customer Service, Strategic Planning, Leadership, Management, Finance, Marketing Strategy, Healthcare

Education
Florida Atlantic University   1998 — 2000
Associate's degree, Finance, General

Atlantic High   1994 — 1998
High School Diploma, English Language and Literature/Letters

Jasmine Morrison Jasmine Morrison Glenside, Pennsylvania Details
Jasmine Morrison's Peachtree Financial Solutions Experience October 2013 - April 2015
Job Founder, Producer, & Director at L.I.F.E PRODUCTIONS (LOVE. INSPIRATION. FREEDOM. EMPOWERMENT)
Industry Nonprofit Organization Management
Experience
L.I.F.E PRODUCTIONS (LOVE. INSPIRATION. FREEDOM. EMPOWERMENT)   April 2015 - Present
Peachtree Financial Solutions   October 2013 - April 2015
Prism Career Institute  December 2012 - July 2013
The Living Ground Ministries   March 2011 - June 2012

Skills
Social Media, Event Planning, Nonprofits, Community Outreach, Social Networking, Administrative..., Customer Service, Multi Tasking, Teamwork, Leadership, Time Management, Facebook, Outlook, Microsoft Office, Public Speaking, PowerPoint, Marketing, Sales

Education
Ohio Christian University   2013 — 2016
Psychology, Psychology

Albright College   2007 — 2008
Communications

Audrey Price Audrey Price El Granada, California Details
Audrey Price's Peachtree Financial Solutions Experience August 2007 - December 2010
Job It's all about the wine.
Industry Wine and Spirits
Experience
Vino Volo  November 2012 - April 2014
Foothills Animal Rescue  March 2012 - October 2012
IA American Life Insurance Company  October 2011 - October 2012
Yoga Village  April 2011 - October 2011
The Independent Life Settlement Advisory Group   January 2011 - April 2011
Peachtree Financial Solutions   August 2007 - December 2010
OwnIT Mortgage   January 2004 - January 2007
ACT Mortgage Capital  February 2000 - December 2003
Unique Total Staffing   March 1996 - February 2000

Education
Broward College

St. Thomas Aquinas High School

Jeffrey Calabria Jeffrey Calabria Wayne, Pennsylvania Details
Jeffrey Calabria's Peachtree Financial Solutions Experience September 2014 - April 2015
Job Account Fleet Coordinator at Enterprise Fleet Management
Industry Automotive
Experience
Enterprise Fleet Management  June 2015 - Present
JGWPT Holdings, LLC  April 2015 - May 2015
Peachtree Financial Solutions   September 2014 - April 2015
CLEAR CHANNEL  May 2014 - September 2014
Comcast Spotlight  January 2012 - March 2014
2009- 2010  July 2009 - October 2010
2005-2009  April 2005 - January 2009
TelAmerica Media  July 2002 - January 2004

Skills
Sales, Sales Operations, Sales Management, Social Media Marketing, Media Planning, Advertising, Direct Sales, Online Advertising, Advertising Sales, Software Installation, Sales Presentations, Cold Calling

Education
Rowan University   1991 — 1995
Bachelor's Degree, Communications

Kathryn E. Martin Kathryn E. Martin Greater Philadelphia Area Details
Kathryn E. Martin's Peachtree Financial Solutions Experience April 2013 - April 2015
Job Paralegal
Industry Legal Services
Experience
Balfour Beatty Investments  July 2015 - Present
J.G. Wentworth   April 2015 - July 2015
Peachtree Financial Solutions   April 2013 - April 2015
First Sealord Surety, Inc.   March 2011 - March 2012
Marshall, Dennehey, Warner, Coleman & Goggin   June 2010 - March 2011
Global Options, Inc.   April 2009 - May 2009
Global Options, Inc.   July 2008 - March 2009
Berks County Prison Society/Pretrial Services   August 2007 - December 2007

Education
Villanova University   2010 — 2010
Paralegal Certificate

Alvernia College   2004 — 2008
Bachelor of Arts

Carissa Philips Carissa Philips Greater Philadelphia Area Details
Carissa Philips's Peachtree Financial Solutions Experience July 2011 - Present
Job Account Manager at Peachtree Settlement Funding
Industry Financial Services
Experience
Peachtree Financial Solutions   July 2011 - Present
J.G. Wentworth   2010 - 2011
Reading Fightin Phils  May 2009 - August 2009

Skills
Sales, Sales Management, Relationship Management, Account Management, Financial Services, B2B, Marketing, Insurance, New Business Development, Customer Acquisition, Direct Marketing, B2B Marketing, Business Development, Direct Sales, Marketing Strategy, Cold Calling, Management, Microsoft Office, Customer Service

Education
La Salle University   2006 — 2010
Bachelor's degree, Marketing, Management

Kris Yi, CFA Kris Yi, CFA Miami, Florida Details
Kris Yi, CFA's Peachtree Financial Solutions Experience November 2009 - October 2011
Job Associate | Rialto Capital Management
Industry Financial Services
Experience
Rialto Capital Management  May 2013 - Present
JGWPT Holdings, LLC  October 2011 - May 2013
Peachtree Financial Solutions   November 2009 - October 2011
RBC Wealth Management  June 2009 - August 2009
Stifel Financial Corp.  January 2009 - March 2009

Skills
Financial Modeling, Financial Analysis, Valuation, Bloomberg, Equity Research, Investments, Portfolio Management, Investment Banking, Equities, DCF, Corporate Finance, Asset Managment, Financial Services, Financial Markets, Risk Management, Business Analysis, Series 63, Due Diligence, Capital Markets, Equity Valuation, Asset Allocation, Wealth Management, Structured Finance, Private Equity, Financial Reporting, Mutual Funds, Alternative Investments, Asset Management, Relationship Management, Mergers & Acquisitions, Strategic Financial..., Fixed Income, Finance, M&A experience, Accounting, Quantitative Analytics, Hedge Funds, Analysis, Credit Analysis, Series 7, Insurance

Education
University of Illinois at Urbana-Champaign - College of Business   2008 — 2009
Masters of Science, Finance

Saint Louis University   2004 — 2008
Bachelors of Science, Finance

BVNW   2000 — 2004

Heslert Castillo Heslert Castillo Toronto, Canada Area Details
Heslert Castillo's Peachtree Financial Solutions Experience January 2004 - August 2008
Job Director of Business Development at Smart Green International
Industry Marketing and Advertising
Experience
Smart Green International   February 2015 - Present
Q&A Link, Inc.   February 2012 - Present
Status Net, LLC   October 2008 - November 2011
Peachtree Financial Solutions   January 2004 - August 2008
SunGlobe Telecom, Corp.   January 2000 - December 2003
Cisneros Group of Companies  1995 - November 1999
Charter Communications  May 1992 - August 1995

Skills
Event Management, Customer Service, Corporate Events, Marketing Communications, Marketing Strategy, Business Development, New Business Development, Marketing, Advertising, Corporate Communications, Entrepreneurship, Marketing Management, Online Marketing, Public Relations, Strategy, Sales, Event Planning

Education
Universidad Católica Andrés Bello   1985 — 1991
Bachelor's Degree, Mass Communication/Media Studies, Journalist & PR

Colegio International School   1969 — 1981
High School, High School/Secondary Diplomas and Certificates

Jonathan Matteo Jonathan Matteo Philadelphia, Pennsylvania Details
Jonathan Matteo's Peachtree Financial Solutions Experience February 2013 - August 2014
Job Order Management Analyst at Comcast
Industry Financial Services
Experience
Comcast  August 2014 - Present
Peachtree Financial Solutions   February 2013 - August 2014
Chase  January 2011 - January 2013
Comcast-Spectacor  January 2012 - May 2012

Skills
Marketing, Sales, Customer Service, Advertising, Social Media, Marketing Strategy, Social Media Marketing, Sales Management, Lead Generation, Leadership, PowerPoint, Microsoft Word, Microsoft Excel, Cold Calling, Marketing Communications, Account Management, New Business Development, Online Advertising, Direct Marketing, Digital Marketing, Email Marketing, Market Research, Marketing Management, Integrated Marketing, Online Marketing, B2B, Time Management, Sales Process, Team Building, Event Planning, Underwriting, Business Analysis, Analysis, Salesforce.com

Education
Temple University
Bachelor of Business Administration (B.B.A.)

Temple University

Ashley Pestka Ashley Pestka Greater Minneapolis-St. Paul Area Details
Ashley Pestka's Peachtree Financial Solutions Experience January 2014 - August 2014
Job Small Business Consultant Providing HR and Compliance Solutions
Industry Human Resources
Experience
ADP  March 2015 - Present
Rapid Packaging Inc.  August 2014 - March 2015
Peachtree Financial Solutions   January 2014 - August 2014
Peachtree Financial Solutions   April 2013 - July 2014
Dave and Busters  July 2007 - October 2013
Sylvan Learning Centers  September 2012 - May 2013
Catapult Learning  October 2011 - June 2012
Rogers Middle School  April 2011 - June 2012
MeySen Academy  February 2011 - March 2011

Skills
Educational Leadership, Interpersonal..., Team Leadership, Sales, Microsoft Excel, PowerPoint, Staff Development, Sales Management, Growing Accounts, Goal Oriented, Assertiveness, Building Relationships, Relationship Management, Strategic Communications, Generating Revenue, Innovation Development, Leading Meetings, Customer Service, Situational Leadership, Smart board Training,..., RTI, Inquiry-based..., Ipad lesson planning..., Microsoft Word, Corporate Communications, Youth Leadership, Annual Reports, Event Planning, Training, Relationship Building, Teaching, Public Speaking, Management, Strategic Planning

Education
Minnesota State University, Mankato   2006 — 2010
Bachelor of Science (BS), Elementary Education and Teaching

North Hennepin Community College   2005 — 2006
Post-Secondary Enrollment Option

Osseo Senior High School   2003 — 2006
Diploma

Mike Kotler Mike Kotler Greater Chicago Area Details
Mike Kotler's Peachtree Financial Solutions Experience March 2008 - March 2010
Job Creative Director / Founder at 1Brand
Industry Marketing and Advertising
Experience
1Brand   March 2010 - Present
Peachtree Financial Solutions   March 2008 - March 2010
MediaWhiz Holdings LLC  January 2005 - March 2008
Debt Management Associates, Inc   May 2003 - January 2005
Debt Management Associates, Inc.   January 2003 - May 2003
Clouds Printing & Images   January 2002 - January 2003

Skills
jQuery, Copywriting, Wordpress, User Experience, SEO, Web Design, Online Advertising, Brand Development, Social Media Marketing, Web Development, Website Development, Corporate Identity, Graphic Design, User Interface Design, CSS, Newsletters, Direct Mail, Graphics, Lead Generation, Brochures, HTML 5, Email Marketing, Web Marketing, WordPress, Marketing, Web Analytics, Google Analytics, Online Marketing, PPC, SEM, Media Buying

Education
University of Florida   1999 — 2002
B.S. in Advertising, Graphic Design & Copywriting

Dayna Martella Dayna Martella Southington, Connecticut Details
Dayna Martella's Peachtree Financial Solutions Experience January 2007 - June 2011
Job
Industry Marketing and Advertising
Experience
Konica Minolta  June 2015 - Present
DRB Capital  July 2014 - April 2015
NEWSMAX MAGAZINE   August 2011 - June 2014
Peachtree Financial Solutions   January 2007 - June 2011

Skills
Microsoft Excel, Microsoft Office, Outlook, PowerPoint, Microsoft Word, Research, Editing, Customer Service, Social Media, Public Speaking, Budgets, Photoshop, Facebook, Marketing, Team Building, Training, Sales, Vendor Management, CRM, Social Networking, Customer Retention, Time Management, Leadership

Education
Palm Beach State College

Larry Anchel Larry Anchel West Palm Beach, Florida Area Details
Larry Anchel's Peachtree Financial Solutions Experience June 2006 - September 2013
Job Product Manager at iCan Benefit Group
Industry Financial Services
Experience
iCan Benefit Group  May 2015 - Present
Arthur J. Gallagher & Co.   September 2013 - April 2015
Peachtree Financial Solutions   June 2006 - September 2013
HealthPlan Services  May 2004 - June 2006
AXA Advisors  July 2002 - May 2004
Franklin Templeton Investments  May 1997 - July 2002

Skills
Finance, Financial Analysis, Financial Services, Insurance, Management, Investments, Strategic Financial..., Financial Modeling, Due Diligence, Portfolio Management, Leadership, Employee Benefits, Project Management, Mutual Funds, Strategy, Financial Risk, Trend Analysis, Life Insurance, Microsoft Excel, Life Settlements, Pricing, Pricing Analysis, Analysis, Product Management, Product Development, Product Marketing, Financial Planning

Education
University of South Florida
Bachelor of Science (B.S.), Marketing

Christopher Ondik Christopher Ondik Greater Philadelphia Area Details
Christopher Ondik's Peachtree Financial Solutions Experience June 2014 - December 2014
Job Application Engineer at ifm efector, Inc.
Industry Internet
Experience
ifm efector, Inc.   December 2014 - Present
Peachtree Financial Solutions   June 2014 - December 2014
Brand.com  November 2013 - June 2014
Audi Conshohocken   December 2012 - November 2013
Nationwide Insurance  June 2011 - December 2012

Skills
Sales, Marketing, Customer Experience, Customer Satisfaction, Dealers, Porsche, Parts, Audi, Microsoft Office, Salesforce.com, Vehicles, Insurance, Online Reputation..., Microsoft Excel, Microsoft Word, Customer Retention, Customer Service, New Business Development

Education
Fordham University   2007 — 2011
Bachelor of Science (BS), Marketing

Saint Joseph's Preparatory School   2003 — 2007

Kate Palmarella Kate Palmarella Greater Philadelphia Area Details
Kate Palmarella's Peachtree Financial Solutions Experience February 2014 - March 2015
Job Flow Analyst at DLL
Industry Financial Services
Experience
DLL  March 2015 - Present
Peachtree Financial Solutions   February 2014 - March 2015
Susquehanna Bank  August 2012 - February 2014
Alfredo Restaurant   June 2011 - February 2014
Bank of America  August 2011 - August 2012
Dover Juvenile Parole and Probation   January 2011 - May 2011
University of New Hampshire  September 2007 - May 2011

Skills
Time Management, Research, Leadership, Banking, Sales, Teamwork, Cold Calling, Mortgage Lending, Building Relationships, Selling, Customer Service, Account Management, Microsoft Word, PowerPoint, Social Media, Social Networking, Public Speaking, Team Leadership, Event Planning

Education
College of Liberal Arts   2007 — 2011
Bachelor, Sociology

University of New Hampshire   2007 — 2011
Bachelor, Justice Studies

University of New Hampshire
Bachelor of Arts (B.A.), Sociology and Justice Studies

Shannan Colangelo Shannan Colangelo Greater Philadelphia Area Details
Shannan Colangelo's Peachtree Financial Solutions Experience July 2014 - Present
Job Vice President, PreSettlement at Peachtree Financial Solutions
Industry Financial Services
Experience
Peachtree Financial Solutions   July 2014 - Present
Peachtree PreSettlement Funding   April 2013 - July 2014
JGWPT   September 2011 - April 2013
Widener University  October 2008 - September 2011
Haverford College  August 2006 - November 2009
J.G. Wentworth   June 2006 - October 2008

Skills
Management, Marketing, Leadership, Strategic Planning, Customer Service, Sales, Interviews, PowerPoint, Event Planning, Sales Operations, Microsoft Office, Public Speaking, Recruiting, Salesforce.com, Coaching, Team Building, Finance, Fundraising, Project Planning, Social Media, Insurance, Microsoft Excel, Project Management

Education
Widener University   2009 — 2011
Masters, Business Administration; Human Resource Management and Organizational Leadership

Gettysburg College   2002 — 2006
Bachelor of Science, Management

Ray Rupinski Ray Rupinski Coralville, Iowa Details
Ray Rupinski's Peachtree Financial Solutions Experience 2010 - August 2011
Job Scrum Master / Project Manager
Industry Financial Services
Experience
Qpay  August 2011 - January 2014
Peachtree Financial Solutions   2010 - August 2011
Ultimate Software  January 1999 - January 2010
Ultimate Software  January 1996 - 1999
Dun & Bradstreet Software  1993 - 1996
Dun & Bradstreet Software  1988 - 1993
Dun & Bradstreet Software  1985 - 1988
Peachtree Software  July 1980 - July 1985

Skills
Agile, Usability Testing, User Experience, Requirements Gathering, Requirements Analysis, Product Management, User Interface Design, Product Strategy, Business Requirements, Testing, Agile Project Management, Certified Scrum Master..., Information Architecture, Business Analysis, Program Management, Software Project..., Customer Focus, Customer Relations, Customer Experience, Scrum, Agile Methodologies, Usability, SaaS, Project Management, Business Process, Visio, Business Intelligence, Business Process..., SDLC, SharePoint, Customer Service, Quality Assurance, Training, PMP, Process Improvement, Software Documentation, Project Portfolio..., Resource Management, User-centered Design, Wireframes, Cloud Computing, Management, Software Development, Integration, Enterprise Software, SQL

Education
Cleveland State University
BS, Computer Science

Jonathan Achee Jonathan Achee Philadelphia, Pennsylvania Details
Jonathan Achee's Peachtree Financial Solutions Experience October 2014 - April 2015
Job Associate Billing Specialist at Behavior Interventions Inc
Industry Research
Experience
Behavior Interventions Inc  June 2015 - Present
Peachtree Financial Solutions   October 2014 - April 2015
Peachtree Financial Solutions   July 2014 - October 2014
Law Office of Joel Cardis   February 2014 - July 2014
Raising Cane's  January 2012 - December 2013
Marcello's Wine Market Cafe   June 2008 - December 2011
Marcello's Wine Market Cafe   June 2010 - July 2010

Skills
Time Management, Customer Service, Sales, Social Media, Leadership, Research, Social Networking, Microsoft Office, Analysis, Communication

Education
Penn State University   2015 — 2018
Bachelor's Degree, Economics

University of Louisiana at Lafayette   2008 — 2011
Visual and Performing Arts, 3.3

Joaquin (Jake) Miranda - PRC, CIR Joaquin (Jake) Miranda - PRC, CIR Greater Chicago Area Details
Joaquin (Jake) Miranda - PRC, CIR's Peachtree Financial Solutions Experience February 2008 - September 2009
Job Diversity Recruiter at Blue Cross and Blue Shield of Illinois, Montana, New Mexico, Oklahoma & Texas
Industry Staffing and Recruiting
Experience
Blue Cross and Blue Shield of Illinois, Montana, New Mexico, Oklahoma & Texas   June 2015 - Present
Blue Cross and Blue Shield of Illinois, Montana, New Mexico, Oklahoma & Texas   May 2014 - Present
Blue Cross and Blue Shield of Illinois, Montana, New Mexico, Oklahoma & Texas   May 2013 - May 2014
Dominican University  June 2012 - October 2013
Fifth Third Bank  August 2011 - December 2012
Fifth Third Bank  August 2010 - December 2012
Peachtree Financial Solutions   February 2008 - September 2009
Peachtree Financial Solutions   January 2006 - February 2008
United States Air Force  September 2004 - June 2005
United States Department of Defense  November 2002 - September 2004

Skills
Training, Strategic Planning, Recruiting, Finance, Sales, Banking, Coaching, New Business Development, Networking, Credit, Leadership, Financial Analysis, Mergers & Acquisitions, Operations Management, Sales Operations, Business Analysis, Business Strategy, Team Building, Financial Services, Management, Strategy, Sales Management, Financial Modeling, SDLC, Strategic Financial..., Strategic Thinking, Business Process..., Credit Analysis, Business Intelligence, Loans, Financial Reporting, Data Analysis, Diversity & Inclusion, Branding, Cultural Diversity, Military, Military Operations

Education
DeVry University
Bachelor of Business Administration (BBA), Accounting and Finance

James R Mattock James R Mattock Conshohocken, Pennsylvania Details
James R Mattock's Peachtree Financial Solutions Experience February 2013 - April 2014
Job Sales Representative at WB MASON COMPANY
Industry Business Supplies and Equipment
Experience
WB MASON COMPANY  April 2014 - Present
Peachtree Financial Solutions   February 2013 - April 2014
USLI  September 2011 - June 2012

Skills
Cold Calling, Sales Process, Direct Sales, Marketing, Sales Presentations, Sales Management, B2B, Salesforce.com, Customer Service, Sales Operations

Education
Cabrini College   2008 — 2012
Bachelor's Degree, Business Administration and Management, General

Cabrini College   2008 — 2012
Bachelor of Business Administration (BBA), General Sales, Merchandising and Related Marketing Operations

Alberto Cairo Alberto Cairo Dallas/Fort Worth Area Details
Alberto Cairo's Peachtree Financial Solutions Experience February 2008 - April 2013
Job
Industry Financial Services
Experience
Alexan Capital LLC   May 2013 - September 2014
Peachtree Financial Solutions   February 2008 - April 2013
Ubiquity Software  June 2001 - February 2008
CapVest Limited   January 2000 - September 2001
Merrill Lynch  August 1996 - January 2000
Smith Barney  1992 - 1994

Skills
Mergers & Acquisitions, Venture Capital, Investment Banking, Product Management, Telecommunications, Finance, Marketing, VoIP, Business Development, Strategic Planning, Business Strategy, Management, Strategy, Strategic Partnerships, Mergers, Leadership, Executive Management, Financial Services, Technology

Education
Harvard Business School   1994 — 1996
MBA

Johns Hopkins University   1987 — 1992
MSc, Electrical Engineering

AIS   1975 — 1987

Braden Askue Braden Askue Greater Atlanta Area Details
Braden Askue's Peachtree Financial Solutions Experience April 1997 - January 2007
Job Partner at Mainstreet Funding
Industry Financial Services
Experience
Mainstreet Funding   January 2012 - Present
Fairfield Funding  2009 - January 2012
Benchcraft Homes   January 2007 - January 2009
Peachtree Financial Solutions   April 1997 - January 2007

Skills
Online Advertising, Marketing Strategy, Sales Management, New Business Development, Customer Service, Account Management

Education
Georgia State University   1992 — 1996
BS, Marketing

norcross

Daniel Wolgin, CFA Daniel Wolgin, CFA Lake Worth, Florida Details
Daniel Wolgin, CFA's Peachtree Financial Solutions Experience June 2007 - August 2011
Job Director of Sales at Gold Coast Armory
Industry Defense & Space
Experience
JHP Partners   May 2013 - Present
Specialized Credit Management   August 2011 - May 2013
Peachtree Financial Solutions   June 2007 - August 2011
Johns Hopkins University  September 2003 - May 2006

Skills
Portfolio Management, Investments, Financial Analysis, Financial Modeling, Due Diligence, Alternative Investments, Investment Management, Longevity, Mortality, Real Estate, Statistical Modeling, Banking, Economics, Trading, Series 7, Investment Banking, Equities, Structured Finance, Valuation, Financial Structuring, Business Strategy, Business Development, Strategy, Finance, Derivatives, Business Analysis, Securities, Financial Markets, Relationship Management, Strategic Financial..., Corporate Finance, Insurance, Private Equity, Management Consulting, Entrepreneurship, Analysis, Asset Management, Venture Capital, Capital Markets, Competitive Analysis, Financial Reporting, Risk Management, Hedge Funds, Fixed Income, Strategic Planning, Financial Services, Executive Management, Corporate Development, Start-ups, Marketing Strategy

Education
The Johns Hopkins University   2003 — 2006
BS, Chemical and Biomolecular Engineering

Frankie Zupo Frankie Zupo Boynton Beach, Florida Details
Frankie Zupo's Peachtree Financial Solutions Experience October 2012 - April 2013
Job American Pharmaceutical Ingredients
Industry Pharmaceuticals
Experience
American Pharmaceutical Ingredients, LLC   March 2015 - Present
Amgen ISR/TMS Health - a Xerox Company   April 2013 - March 2015
Peachtree Financial Solutions   October 2012 - April 2013
Enterprise Rent-A-Car  September 2011 - September 2012
Transport Services   December 2010 - September 2011
University of Phoenix  February 2009 - November 2010
American Financial Solutions, LLC   October 2006 - December 2008

Skills
Pharmaceutical Sales, Pharmaceutical Industry, Medical Sales, Medical Devices, Pharmacy, Outside Sales, Sales, Customer Service, Microsoft Office, Leadership, Microsoft Word, Marketing, PowerPoint, Financial Analysis, Team Building, Business Strategy, Analysis, Negotiation, Finance, Process Improvement, Medical Equipment, Public Speaking, Research, Social Media, Management, Sales Management, Sales Operations, Account Management, New Business Development, Strategic Planning, Managed Care, Cold Calling, Sales Presentations, Marketing Strategy, Healthcare, Product Launch, Team Leadership, Direct Sales, Business Development, Sales Process, Strategy, Sales Effectiveness, Coaching, Cross-functional Team..., B2B, Operations Management, CRM, Customer Retention, Biotechnology, Business Planning

Education
Florida Atlantic University - College of Business   2004 — 2007
Bachelors of Business Administration and Management, Finance, General

University of Central Florida   2001 — 2003
Associates of Arts, Business Administration Management/Marketing

Erica Truman Erica Truman Greater Philadelphia Area Details
Erica Truman's Peachtree Financial Solutions Experience June 2014 - Present
Job Account Executive at Peachtree Financial Solutions
Industry Human Resources
Experience
Peachtree Financial Solutions   June 2014 - Present
The Children's Hospital of Philadelphia  July 2004 - December 2009

Education
Strayer University   2015 — 2019
Bachelor's Degree, Business Administration with a focus in Human Recources

Corey Lang Corey Lang Greater Philadelphia Area Details
Corey Lang's Peachtree Financial Solutions Experience 2011 - Present
Job Purchasing Manager at Peachtree Financial Solutions
Industry Financial Services
Experience
Peachtree Financial Solutions   2011 - Present
JGWentworth   June 2010 - 2011
RANDSTAD INHOUSE SERVICES AT VANGUARD   November 2009 - May 2010
AlliedBarton Security Services  June 2009 - September 2009
TOWN & COUNTRY KITCHENS & BATHS   September 2008 - May 2009
SOUTH SYDNEY RABBITHOS, Sydney, Australia   May 2008 - July 2008

Skills
Leadership, Management, Sales, CRM, Marketing, Time Management, Retail, Logistics, Finance, Databases, Customer Retention, Security, Account Management, New Business Development, Customer Service, Training, Team Building, Negotiation

Education
Temple University - Fox School of Business and Management   2006 — 2009
Entrepreneurship, Business

Montgomery County Community College   2003 — 2006

Alexander Griffith Alexander Griffith King Of Prussia, Pennsylvania Details
Alexander Griffith's Peachtree Financial Solutions Experience April 2014 - Present
Job Account Executive at Peachtree Financial Solutions
Industry International Affairs
Experience
Peachtree Financial Solutions   April 2014 - Present
The Franklin Institute  September 2013 - April 2014
Relin, Goldstein & Crane, LLP   March 2012 - August 2013
Concentrix  February 2011 - February 2012
SUNY Geneseo  May 2009 - August 2009
Camp Quinebarge   June 2008 - August 2008
Micro Center  April 2007 - August 2007

Skills
Spanish, Customer Service, Microsoft Office, Microsoft Word, Team Building, Research, Editing, Creative Writing, Public Speaking, English, Photoshop, Outlook, Photography, Microsoft Excel, PowerPoint, Teamwork, Administrative..., Proofreading, Russian, Facebook, Salesforce.com, Strategic Planning

Education
State University of New York College at Geneseo   2007 — 2010
Bachelor of Arts (B.A.), International Relations and Affairs

Lomonosov Moscow State University (MSU)   2008 — 2008
Russian Politics, History and Culture

Alexis Henann Alexis Henann Miami/Fort Lauderdale Area Details
Alexis Henann's Peachtree Financial Solutions Experience January 2010 - April 2014
Job Actively seeking new opportunities
Industry Financial Services
Experience
Delray Yoga Shala   June 2014 - April 2015
Peachtree Financial Solutions   January 2010 - April 2014
Peachtree Financial Solutions   August 2007 - December 2009
State Farm Insurance  January 2007 - August 2007

Skills
Sales, Social Networking, Customer Service, Team Building, Google Analytics, Event Management, Facebook, Forecasting, Financial Analysis, Team Leadership, Microsoft Word, Email Marketing, Marketing Communications, Project Management, Office Management, Online Marketing, Vendor Management, Process Improvement

Education
Florida Atlantic University   2002 — 2006
Bachelors, Communication

Meralie Dupuis Meralie Dupuis West Palm Beach, Florida Area Details
Meralie Dupuis's Peachtree Financial Solutions Experience 2008 - 2011
Job West
Industry Telecommunications
Experience
Peachtree Financial Solutions   2008 - 2011
Bank of America  January 2005 - January 2008

Skills
Telecommunications, Account Management, Sales Management, Sales, Solution Selling, New Business Development, Customer Service, Management, Product Management, Business Development, Direct Sales, Team Leadership, Wireless, VoIP, Project Management, Negotiation, Business Strategy, Marketing Strategy, Mobile Devices, Team Management, Banking, Program Management, Analysis

Education
UNC Charlotte   1990 — 1992
Bachelor of Arts (B.A.), Psychology

Appalachian State University   1988 — 1990
Undergraduate

The American College
CLU, ChFC

West Charlotte

Dan Melville Dan Melville Philadelphia, Pennsylvania Details
Dan Melville's Peachtree Financial Solutions Experience August 2012 - December 2013
Job Young College Professional
Industry Financial Services
Experience
Peachtree Financial Solutions   August 2012 - December 2013

Skills
Sales, Annuity Sales, Structured Settlements, Customer Service, Communication Skills, Long-term Customer..., Microsoft Office, Microsoft Excel

Education
La Salle University   2007 — 2012
Bachelor's Degree, Western European History Studies

La Salle University   2007 — 2012
Bachelor's Degree, Business Administration and Management, Minor

Kevin Leneghan Kevin Leneghan Philadelphia, Pennsylvania Details
Kevin Leneghan's Peachtree Financial Solutions Experience Ticket Operations InternPhiladelphia EaglesSeptember 2012 - March 2014
Job Account Representative at Peachtree Financial Solutions
Industry Financial Services
Experience
Peachtree Financial Solutions   Ticket Operations InternPhiladelphia EaglesSeptember 2012 - March 2014

Education
Drexel University   2010 — 2014
Bachelor of Business Administration (B.B.A.), Entrepreneurship/Entrepreneurial Studies

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