Peachtree Financial Solutions
Industry: Company
DescriptionPeachtree 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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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