Experience
Emory University Goizueta Business School  August 2014 - Present
Piper Jaffray  May 2015 - July 2015
Eagle Asset Management  July 2011 - July 2014
Raymond James Financial Inc.  2009 - 2011
PLANCO   2007 - 2009

Skills
Asset Management, Financial Modeling, Financial Analysis, Alternative Investments, Risk Management, Management, Business Development, Life Insurance, Variable Annuities, Sales, Mutual Funds

Education
Emory University - Goizueta Business School   2014 — 2016
Master of Business Administration (MBA), Investment Banking / Alternative Investments

University of Florida   2003 — 2007
Bachelor of Science, Finance ; Classical Studies

Experience
e6 Product Marketing   April 2005 - Present
PLANCO   January 1984 - April 2004

Skills
Sales Operations, Product Marketing, Series 63, 401k, Series 6, Series 7, Leadership, Mutual Funds

Education
Mount St. Mary's University   1978 — 1982
BS, Accounting

Experience
AXA Distributors  March 2013 - Present
WealthVest Marketing  October 2012 - March 2013
Platinum Innovative Distributors   January 2011 - October 2012
Nationwide Financial  October 1998 - July 2009
PLANCO   1992 - 1997

Skills
Fixed Annuities, Retirement Planning, Mutual Funds, Series 63, Series 6, Securities, Life Insurance

Education
The Catholic University of America   1986 — 1990
Bachelor, Finance

Experience
Ohio National Financial Services  March 2015 - Present
Lincoln Financial Distributors  April 2005 - March 2010
PLANCO   December 1999 - April 2005
Jackson  February 1999 - December 1999

Skills
External Wholesaler..., Series 63, Series 7, Mutual Funds, Fixed Annuities, Retirement Planning, Retirement, Wealth Management, Asset Allocation, 401k, Investments, Insurance, Series 6, Financial Planning

Education
California State University-Northridge   1988 — 1993
Bachelor of Arts (B.A.), Speech Communication/Option Sales & Marketing

Experience
Allianz Life Financial Services  November 2003 - Present
Allianz Life Financial Services  November 2003 - Present
Smith Barney  September 2000 - November 2003
PLANCO   May 1998 - September 2000
Fidelity Investments  1993 - 1999

Skills
Series 63, Annuities, Series 7, Mutual Funds, Retirement, Retirement Planning, Wealth Management, Series 65, Wholesaling, Investments, Financial Planning, Insurance, Sales Management, Fixed Annuities, Equities, Financial Advisory, Fixed Income, Series 6, Variable Annuities, Life Insurance, Series 24, FINRA, Asset Allocation, 401k, Separately Managed..., IRAs, Securities, Investment Advisory, Alternative Investments, Financial Services, Asset Management, Investment Strategies, Finance, Portfolio Management, Risk Management

Education
College of the Holy Cross   1984 — 1988
BA, English

CM   1980 — 1984

Experience
ADP  December 2010 - Present
PLANCO   March 2007 - November 2008
PLANCO, LLC FINANCIAL SERVICES   March 2007 - November 2008
Commerce Bank  May 2005 - August 2006
Commerce Bank  May 2005 - August 2006

Education
DANIEL BOONE HIGH SCHOOL

Montgomery County Community College
Business Administration

Montgomery County Community College

Experience
Self-employed  January 2010 - Present
The Hartford  September 2002 - October 2009
ING Nederland  June 2000 - September 2002
PLANCO   June 1994 - June 2000

Skills
Mutual Funds, Fixed Annuities, Variable Annuities, Retirement Planning, Series 6, Series 63, Customer Service, Administrative Functions, Computer-savvy

Education
Harrisburg Area Community College   2009 — 2012

Experience
South Carolina Retirement System Investment Commission  2015 - Present
South Carolina Retirement System Investment Commission  April 2013 - 2015
Colonial Life  October 2012 - April 2013
UCI Medical Affiliates  April 2012 - October 2012
Airgas  June 2011 - April 2012
PLANCO   October 2007 - May 2009
PLANCO   October 2007 - February 2008
PLANCO   June 2006 - August 2006

Skills
Due Diligence, Negotiation, Financial Modeling, Sales, Valuation, Asset Management, Investments

Education
University of South Carolina - Darla Moore School of Business   2009 — 2011
IMBA, Finance

Fundação Getulio Vargas   2010 — 2010
MBA, Portuguese, International Business

Lehigh University - College of Business and Economics   2003 — 2007
Bachelor of Science, Finance, Engineering

Experience
Sun Life Financial  April 2014 - Present
Sun Life Financial  July 2013 - April 2014
Pinnacle Advisors Group   May 2012 - March 2013
US Allianz  April 2005 - August 2005
PLANCO   February 2002 - April 2005
Putnam Investments  April 1998 - December 2001

Skills
Financial Services, Retirement Planning, Investments, Public Speaking, Employee Benefits, Investment Strategies, Asset Allocation, Variable Annuities, Mutual Funds, Equity Indexed Annuities, Insurance, Wealth Management, Strategic Financial..., Series 7, Team Leadership, Series 63, Pricing, Financial Advisory, Alternative Investments, Series 6

Education
Indiana University Bloomington   1990 — 1994
B.A., Psychology, Telecommunications, Spanish

Marlborough High School

Marlborough High School

Experience
CliftonLarsonAllen  June 2013 - Present
Citrin Cooperman & Company, LLP (formerly - Carrow, Doyle & Associates, LLP)   July 2007 - June 2013
Deloitte  October 2004 - June 2007
PLANCO   October 2002 - September 2004
Valley Forge Asset Management  September 2000 - October 2002

Skills
Auditing, Financial Analysis, CPA, Internal Controls, Accounting, Investments, Finance, Forensic Accounting, Securities, Portfolio Management, SEC filings, GAAP, US GAAP, Tax, Financial Reporting, SEC Filings

Education
Temple University - Fox School of Business and Management   2000 — 2002
MS, Finance

Villanova University   1994 — 1998
BS, Accounting

LaSalle College High School   1990 — 1994

Experience
Credit Suisse  August 2014 - Present
Reinhart Partners, Inc.   October 2009 - July 2014
Lincoln Financial Group  June 2006 - October 2009
PLANCO   February 2005 - May 2006
MFS Investment Management  September 2003 - February 2005

Skills
Investments, Asset Managment, Mutual Funds, Asset Management, FINRA, Marketing, Series 6, Fixed Annuities, Separately Managed...

Education
Tufts University   1999 — 2003
BA, Political Science

Experience
Crafty Housewife Design   September 2013 - Present
The Hartford  January 2004 - November 2008
PLANCO   October 2002 - January 2004

Skills
Capital Markets, Equities, Fixed Income, Trading, Financial Analysis, Investments, Portfolio Management, Financial Markets, Microsoft Excel

Education
Gettysburg College   1997 — 2001
Bachelor of Arts (BA), Economics

The Lawrenceville school   1994 — 1997

Experience
Prudential Financial  May 2015 - Present
Allianz Life Financial Services  September 2014 - May 2015
Forethought Financial Group, Inc.   May 2013 - September 2014
Lincoln Financial Group  August 2010 - April 2013
ING  October 2002 - August 2010
ING  May 2001 - October 2002
PLANCO   August 1999 - May 2001

Skills
Sales, Sales Presentation..., Sales Prospecting, Outstanding..., Building Relationships, Financial Services, Variable Annuities, Investments, Sales Process, Mutual Funds, Series 65, Fixed Annuities, Insurance, Retirement, Financial Advisory, Sales Operations, Series 6, Series 63

Education
Shippensburg University of Pennsylvania   1995 — 1999
Bachelor of Science (BS), History, Secondary Education

Experience
First Fidelity Financial Group   April 2010 - Present
First Fidelity Bank  November 2009 - Present
MassMutual Oklahoma  May 2011 - October 2013
U.S. Cellular   May 2008 - June 2009
Abercrombie & Fitch  May 2007 - March 2008
PLANCO   June 2006 - May 2007

Skills
Strategic Financial..., Marketing, New Business Development, Securities, Investments, Insurance, Sales Management, Sales, Customer Service, Coaching, Loans, Long-term Care, Credit, Banking, Portfolio Management, Business Planning, Financial Planners, Financial Planning

Education
Oklahoma Baptist University   2002 — 2006
B.A., Leisure Service Management with a concentration in Business Marketing

Experience
OASYS, INC.   December 2014 - Present
Cintel Inc.   November 2014 - June 2015
TEKsystems  April 2012 - November 2014
Plott Advanced Systems   June 2011 - May 2012
Northwestern Mutual  April 2010 - June 2011
PLANCO   May 2008 - August 2008

Skills
Leadership, Building Relationships, Technical Recruiting, Sales, Networking, Management, Account Management, Customer Service, Cold Calling, Recruiting, Relationship Building, Sales Management, CRM, Staffing Services, Consulting, Marketing, Direct Sales, Strategic Planning, Staff Augmentation, Salesforce.com, Telecommunications, Applicant Tracking..., College Recruiting, Sales Force Development, Internet Recruiting, Temporary Placement, Training, Team Leadership, Sourcing, Contract Recruitment, Screening Resumes, Sales Process, Selling, Contract Negotiation, Customer Retention, Talent Acquisition, Human Resources, Permanent Placement, Interviews, Social Networking, Territory Management, Sales Presentations, Hiring, New Business Development, Sales Operations, Vendor Management, Benefits Negotiation, Temporary Staffing, Customer Satisfaction, Planning

Education
University of Alabama   2006 — 2010
Commerce and Business Administration, Marketing

Grissom High School   2002 — 2006
Advanced Diploma

Experience
Transamerica Retirement Solutions  November 2005 - Present
Ivy Funds  November 2004 - November 2005
UBS  December 2001 - December 2003
PLANCO   2002 - 2003
INVESCO  1997 - 2002

Skills
Mutual Funds, 401k, Fixed Annuities, Financial Services, Finance, Variable Annuities, Financial Planners, Series 63, Series 7, Retirement Planning, Retirement, Investments, Series 6, Wealth Management, Asset Allocation, Alternative Investments, Strategic Financial..., Investment Advisory, Insurance, Asset Management

Education
University of Colorado Boulder - Leeds School of Business   1993 — 1997
BS, Finance

Smoky Hill High School   1989 — 1993

willow creek elementary

Experience
Capital Investment Management,Inc   2012 - Present
Lincoln Financial Distributors  2004 - 2012
PLANCO   1995 - 1998

Skills
Microsoft Excel, Microsoft Office, Financial Analysis, Customer Service, PowerPoint, Microsoft Word, Project Management, Risk Management, Strategic Planning, Banking, Investments, Business Analysis, Marketing, Mutual Funds, Series 63, Series 6, Variable Annuities

Education
The Catholic University of America   1983 — 1987
Bachelor of Arts (BA), Finance and Financial Management Services

Monsignor Bonner High School

Experience
WealthVest Marketing  June 2009 - Present
PureWest Properties   January 2009 - January 2013
American Skandia  June 2000 - May 2003
Skandia  1989 - 2003
Global Skandia Management Board   1989 - 2003
American Skandia  1992 - 2000
American Skandia  1989 - 1992
Planco   1988 - 1989
Integrated Resources  1986 - 1988
PaineWebber  1984 - 1986

Skills
Mutual Funds, Marketing, Leadership, Management, Fixed Annuities, Investments, Asset Managment, Organizational..., Finance, Series 63, Financial Advisory, Sales, Life Insurance, Wealth Management, Financial Services, Strategic Financial..., Asset Management, Social Media Marketing, Coaching, Start-ups, Strategy, Lead Generation, Executive Management, New Business Development, Retirement, 401k, Business Development, Insurance, Retirement Planning, Entrepreneurship, Market Research, Small Business, Financial Planners, Selling, IRAs, Relationship Management, Series 7, Digital Marketing, Wealth, Portfolio Management, Variable Annuities, Financial Planning, Investment Strategies, Investment Advisory, Alternative Investments, CRM, Consulting, Long-term Care, Pensions, Securities

Education
The University of North Dakota   1978 — 1983

Towner High School   1974 — 1978

Experience
Independent Contractor  April 2014 - Present
Independent Contractor  April 2013 - April 2014
Radius Toothbrush   January 2012 - April 2013
Wrigley's Office Supply   May 2011 - April 2012
The Hartford/Planco  January 1997 - July 2009
The Hartford/Planco  1995 - 1997
Asistant Manager of the West Coast Division The Hartford/Planco   January 1993 - January 1995
Planco/National Home Life   January 1992 - January 1994
PLANCO   January 1992 - January 1993
TREHER OFFICE PRODUCTS   January 1990 - January 1992

Skills
Mutual Funds, Sales, Fixed Annuities, Selling, Training, Retirement, Series 6, Series 63, Variable Annuities, 401k, Retirement Planning, Financial Services, Investments, Marketing, Life Insurance, Leadership, Insurance, Investment Advisory, Alternative Investments, Fixed Income, Relationship Management, Customer Service, Wholesale, Salesforce.com, Sales Operations, Sales Management, Account Management, Qualified Retirement..., Marketing Strategy, Outlook, IRAs, Investment Management, Financial Advisory

Education
Kutztown University of Pennsylvania   1987 — 1989
Bachelors, Marketing with secondary in management

Ocean County College   1985 — 1987
Associates degree, Business Admin

Experience
Prudential Financial  March 2012 - Present
Prudential  March 2010 - March 2012
AXA Equitable  November 2006 - March 2010
PLANCO   May 2006 - November 2006

Skills
Consultative Selling, Presentation Skills, Annuities, Investments, Territory Management, Training Facilitation, Series 63, Series 6

Education
Old Dominion University   1999 — 2003
Bachelors, Sport & Business Management

Experience
SEI  June 2009 - Present
SEI  January 2008 - June 2009
Pitcairn  February 2000 - January 2007
Reimel Carter/EPB   January 1997 - February 2000
The Silberman Group   August 1995 - January 1997
Metro Group  May 1994 - August 1995
PLANCO   June 1992 - May 1994

Skills
Mutual Funds, Wealth Management, Financial Services, Due Diligence, Asset Management, Portfolio Management, Securities, Equities, Asset Allocation, Investments

Education
Pennsylvania State University-Great Valley Graduate Center   2000 — 2002
Masters, Business

Millersville University of Pennsylvania   1988 — 1992
BS, Business

Experience
The Pampered Chef  June 2013 - Present
BNY Mellon  February 2011 - February 2013
Lincoln Financial Group  August 2005 - December 2008
Lincoln Financial Group  February 2007 - July 2008
PLANCO   2003 - 2004
Hartford/PLANCO  2000 - 2004

Skills
Account Management, Product Marketing, Business Development, Sales, Product Management, Marketing, Management, Selling, Strategic Planning, Sales Management, Series 63, Series 6, Fixed Annuities, Training, Life Insurance, Project Planning, Time Management, Financial Advisory, Mutual Funds, Financial Services, Relationship Management, Insurance, Investments

Education
Villanova University   2005 — 2008
Masters, MBA

Indiana University of Pennsylvania   1996 — 2000
International Business

Semester at Sea   1998 — 1998

Experience
PwC  July 2015 - Present
PwC  September 2012 - June 2015
GSI Commerce  June 2008 - July 2010
TelerX Marketing Inc.  February 2006 - May 2008
PLANCO   May 2005 - August 2005

Skills
Accounting, Excel, MS Office Suite, Self Starter, Employee Benefits, Retirement Plans, Teamwork, Communication Written, Oral Communications, Fast Learner, Audit, Restricted Stock, Business Experience, US GAAP, SOX, ERISA, Client Communication, Customer Service, Attention To Detail, Business Analysis, Financial Reporting, Financial Accounting, Auditing, Microsoft Excel, Human Resources, Payroll, Leadership, CPA, Sarbanes-Oxley Act, Deferred Compensation, Microsoft Office

Education
Villanova University   2009 — 2011
Certification, Accountancy

Shippensburg University of Pennsylvania   2001 — 2005
Bachelor of Science, Business Administration

Monsignor Bonner High School   1997 — 2001
Diploma

Experience
Lincoln Financial Distributors  August 2005 - Present
PLANCO   May 2001 - July 2005
First Allied Securities  January 1999 - April 2001
Portland Pride   January 1996 - December 1997
San Diego Sockers  January 1993 - December 1995

Skills
Series 63, Mutual Funds, Series 7, Retirement Planning, Fixed Annuities, Retirement, Wealth Management, Investments, Marketing Strategy, Strategic Financial..., Sales, Financial Services, Asset Allocation, Strategic Planning, Variable Annuities, Financial Risk, Soccer, High jump, Triple jump, Football, Financial Planning

Education
San Diego State University-California State University   1988 — 1992
Bachelor of Applied Science (BASc), Physical Education Teaching and Coaching

El Cajon Valley High School

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

Experience
Edward Jones  September 2013 - Present
Hartford Funds  November 2007 - May 2013
PLANCO   January 1997 - November 2007

Education
Bloomsburg University of Pennsylvania   1977 — 1981
Bachelor of Business Administration (B.B.A.), Marketing

Experience
CounterTek Inc.   September 2013 - Present
Deloitte & Touche, LLP   August 2012 - September 2013
Deloitte & Touche, LLP   August 2011 - August 2012
Pancerella & Associates, LLC   December 2009 - August 2011
Smoker Sisak LLP   2008 - 2009
First Investors Corporation  2008 - 2008
Credit Agricole Securities/CLSA,   2007 - 2007
PLANCO   2005 - 2007

Skills
Financial Reporting, Accounting

Education
University of Massachusetts at Amherst - Isenberg School of Management   2004 — 2008
BBA, Accounting, Cum Laude

University of Massachusetts, Amherst   2004 — 2008
BBA, Accounting

Exeter Township Highschool

Experience
Prudential Financial  May 2011 - Present
AIG SunAmerica  January 2008 - September 2010
PLANCO   2006 - 2007

Education
University of Arkansas
Bachelor of Science, Business Administration; Finance

Experience
Volvo Construction Equipment  October 2014 - Present
SEI  November 2013 - September 2014
ARCHBISHOP CARROLL HIGH SCHOOL  November 2013 - September 2014
Volvo Construction Equipment  April 2012 - November 2013
Follett Higher Education Group  September 2011 - May 2012
Shippensburg University Foundation  September 2010 - April 2011
Variety Club Camp  June 2010 - August 2010
PLANCO   June 2007 - August 2007

Skills
Microsoft Office, PowerPoint, C++, Visual Basic, HTML, Unix, Access, Oracle SQL, SAP, Microsoft Word, Time Management, Organization, Critical Thinking, Teamwork, Customer Service, Microsoft Excel, MS Project, Leadership, QRPS, Multi Tasking, Visio, Quality Assurance

Education
Shippensburg University of Pennsylvania   2009 — 2013
B.S.B.A, Management Information Systems, General

Experience
TIAA-CREF  May 2013 - Present
Mrozienski Global   January 2010 - May 2013
Paychex  March 2009 - August 2010
Lincoln Financial Distributors  January 2007 - August 2008
American Express Financial Advisors  January 2005 - January 2007
PLANCO   June 2002 - January 2005
Putnam Investments  1996 - 2002

Skills
Mutual Funds, Investments, 401k, Strategic Financial..., Fixed Annuities, Insurance, Asset Management, Retirement, Financial Markets, Asset Managment, Financial Advisory, Leadership, ETFs, Retirement Planning, Series 7, Series 63, Life Insurance, Alternative Investments, Long-term Care

Education
Hamilton College   1992 — 1996

Experience
Forethought Financial Group, Inc.   January 2013 - Present
The Hartford  September 2007 - December 2012
The Hartford  August 2006 - August 2007
The Hartford  August 2002 - August 2006
Planco   October 2000 - July 2002

Skills
Sales Operations, Sales, Variable Annuities, Team Leadership, Management, Sales Process, Coaching, Investments, Call Centers

Education
Penn State University   1996 — 1999
Business Administration

Experience
Wall Street On Demand  1999 - Present
Artists Three Florist   March 1997 - March 1999
PLANCO   February 1996 - February 1997
PLANCO   April 1994 - February 1996
PLANCO   March 1991 - April 1994

Education
Kutztown University of Pennsylvania
BS, Art Education

Experience
Mutual of America  December 2012 - Present
Wells Fargo Bank  May 2005 - February 2012
Wells Fargo  2005 - February 2012
MassMutual  June 2004 - May 2005
PLANCO   August 2002 - May 2004
The Hartford  August 2002 - May 2004
Lord Abbett  March 1999 - June 2001
The Vanguard Group  August 1996 - January 1999

Skills
Retirement Planning, Separately Managed..., Investments, Marketing, Mutual Funds, Portfolio Management, Program Management, Strategy, Business Development, CRM, Finance, Relationship Management, Financial Services, Sales, Leadership, Management

Education
Saint Lawrence University   1992 — 1996
Bachelor of Arts (B.A.)

Sewickley Academy   1987 — 1992

Experience
Local Union 98 IBEW   August 2014 - Present
Gary's Collision & Auto Sales   January 2014 - August 2014
AxisSybronEndo   May 2007 - October 2013
Sklar Scientific   December 2005 - May 2007
The Vanguard Group  December 2002 - December 2005
PLANCO   July 1997 - December 2002

Skills
Mutual Funds, 401k, Fixed Annuities, Retirement Planning, Sales Management, Series 63, Series 7, Series 6, Variable Annuities, Marketing, Investment Advisory, Lotus Notes, Public Speaking, Equities, Microsoft Office, Asset Managment, Wealth Management, Capital Equipment, Securities, Financial Services, Asset Allocation, Sales Operations, Account Management, Marketing Strategy, Investments, Microsoft Excel, Selling, Sales, New Business Development, Customer Service, Life Insurance, Microsoft Word, Negotiation, Medical Devices, Financial Advisory, CRM, Trade Shows, Sales Presentations, Cold Calling

Education
Drexel University   2002 — 2004
Engineer's Degree, Mechanical Engineering

Wake Forest University   1993 — 1997
Bachelor of Arts (B.A.), Psychology

Experience
RS Investments  January 2015 - Present
RS Investments  June 2010 - December 2014
Guardian Life Insurance  February 2010 - May 2010
The Hartford  October 2007 - January 2009
PLANCO   July 2006 - September 2007

Skills
Mutual Funds, Series 63, Series 6, Fixed Annuities, Series 7, Retirement Planning, 401k, Separately Managed..., Retirement, ETFs, Variable Annuities, Investments, Series 65, FINRA, Uniform Combined State..., Asset Allocation, Financial Advisory

Education
Saint Joseph's University   2002 — 2006
Bachelor of Science (B.S.), International Business

Saint Joseph's University - Erivan K. Haub School of Business   2002 — 2006
B.S., International Business

Experience
Comcast  May 2012 - Present
Rovi  August 2011 - May 2012
Rovi (formerly TV Guide)   September 2008 - August 2011
TV Guide  June 2007 - September 2008
TV Guide  January 2006 - June 2007
TV Guide  November 2002 - December 2005
PLANCO   September 1999 - May 2002

Skills
Proofreading, Grammar, Content Creation, Copy Editing, Editing, Writing, Corporate Communications, Graphic Design, Marketing Communications, Art History, Presentation Development, AP Style, Research, Content Strategy, Ap Style, Copywriting, Magazines, Television, Photography, Content Management, Editorial, Publications

Education
Cabrini College   1996 — 1999
Bachelor of Arts, English/Communications

Experience
CMI  May 2009 - Present
Creative Marketing International Corp.  October 2006 - October 2009
State Farm Agent  March 2002 - June 2006
Planco   March 1998 - December 2001

Education
Kyiv National Linguistics University   1991 — 1995

Experience
PLANCO   2005 - 2009
Conicelli Honda  December 2003 - May 2005
Perfect Weddings  June 2004 - October 2004

Skills
Event Planning, Customer Satisfaction, Customer Service, Project Planning, Time Management

Education
Temple University   2001 — 2005
BA, Journalism, Public Relations and Advertising; Concentration in Public Relations

Experience
CompuCom  April 2013 - Present
Planco   2000 - 2008
Planco   2000 - 2008
PLANCO   June 2001 - December 2007
Planco   2000 - 2001

Skills
Marketing, Solution Selling, Sales Process, Sales, B2B, Cold Calling, Time Management, Selling, Account Management, Sales Management, Customer Service, Insurance, Marketing Strategy

Education
Kutztown University of Pennsylvania   1997 — 2001
Business

Experience
AXA Equitable  May 2012 - Present
The Hartford  December 2009 - June 2012
PNC Financial Services Group  April 2009 - November 2009
PLANCO   October 2006 - December 2008

Education
The Ohio State University Fisher College of Business   1999 — 2004
Accounting

Experience
Lincoln Financial Distributors  October 2007 - Present
Lincoln Financial Distributors  October 2007 - Present
ING  1998 - 2007
PLANCO   1987 - 1998
PLANCO   1987 - 1998

Skills
Retirement, Leadership, Insurance, Sales, Series 63, Retirement Planning, Series 6, Investments, Series 7, Mutual Funds, Variable Annuities, Wealth Management, 401k, Fixed Annuities, Financial Services, FINRA

Education
Mount Saint Mary's College   1982 — 1986
Bachelor of Science (B.S.), Business and Finance

Academy of Notre Dame DeNamur   1977 — 1982

Experience
Wall Street Speaking   May 2002 - Present
National Speakers Association  2006 - 2015
PLANCO   July 2000 - May 2002
Hartford Insurance Group  July 1997 - July 2000
Essex Corporation/Essex National Securities   July 1991 - July 1997
Merrill Lynch  September 1987 - February 1991
Baraban Securities  June 1984 - September 1987

Education
Rutgers, The State University of New Jersey-Newark   1976 — 1978
BS, Economics/Accounting

Muhlenberg College   1974 — 1976
Economics/Accounting

Experience
dogfish head craft brewery  February 2011 - Present
Cricket Hill Brewing Co. Inc   December 2010 - February 2011
PLANCO   February 2005 - December 2010
PLANCO   February 2005 - July 2009

Education
Siebel Institute   2010 — 2010
International Diploma in Brewing Technology, Brewing

Shippensburg University of Pennsylvania   2000 — 2004
BA, Marketing

Experience
JHilburn  August 2013 - Present
Hartford Funds  May 2013 - January 2014
Hartford Funds  January 2011 - May 2013
The Hartford  December 2009 - January 2011
PLANCO   March 2007 - December 2009
The Hartford, Germany   July 2008 - December 2008
PLANCO   January 2005 - March 2007
PLANCO   June 2004 - January 2005
PLANCO   May 2002 - June 2004

Skills
Mutual Funds, Marketing Communications, Marketing Strategy, Series 6, Public Relations, Web Marketing, Digital Marketing, Start-ups

Education
Penn State University   1998 — 2002
Business, Marketing

Experience
Lawrence Public Schools  February 2014 - Present
Substitute Teacher Service, Kelly Education Services   October 2011 - January 2014
Children of American   September 2011 - October 2011
Planco   February 2007 - July 2009

Skills
Series 6, Fixed Annuities, Teaching, Series 63

Education
Neumann University   2010 — 2011
Masters, Education

Neumann University   2003 — 2007
BA, Business Administration

Experience
Berkshire Hathaway HomeServices  August 2014 - Present
RE/MAX  August 2010 - August 2014
PLANCO   1995 - 2001
Consolidated Rail Corporation  1992 - 1995

Skills
Real Estate, Buyer Representation, Sellers, First Time Home Buyers, Relocation, Investment Properties, Contract Negotiation, Residential Homes, Brokerage, Leases, Negotiation, Real Estate Development, Investors, Property Management, Short Sales, Disposition, Condos, ABR, Listings, Seller Representation, Single Family Homes, Foreclosures, SFR, Location Intelligence

Education
Philadelphia University   1988 — 1992
Bachelor of Science, Finance

Philadelphia University   1988 — 1992
Bachelor of Science (BS), Finance, General

Experience
Premier Designs Jewelry  October 2009 - Present
Mary Kay Idependent Consultant  1995 - 2013
Guardian Life Insurance  March 2009 - March 2012
Premier Designs  2009 - 2011
Hartford/ Planco   April 1997 - November 2008
PLANCO   1997 - 2008

Skills
Customer Service, Public Speaking, Microsoft Excel, Microsoft Office, Training, Outlook, PowerPoint, Insurance, Coaching, Recruiting

Education
Bucknell University   1965 — 1969
BS, mathematics

Falls Church High School   1961 — 1965

Experience
Lincoln Financial Advisors  March 2013 - Present
Waddell & Reed  February 2010 - February 2013
Waddell & Reed  December 2008 - January 2010
The Hartford  April 2006 - December 2008
PLANCO   January 2005 - April 2006

Skills
Coaching, Succession Planning, Recruiting, Strategy

Education
La Salle University
Criminal Justice & Sociology

Experience
Berrodin Parts Warehouse   February 2009 - Present
PLANCO   October 2007 - February 2009

Skills
New Business Development, Sales, Marketing

Education
Penn State University   2002 — 2006
BSB, Management, Marketing

Experience
Franklin Square Capital Partners  January 2013 - Present
Lincoln Financial Group  September 2004 - October 2012
PLANCO   August 1997 - August 2004
Hartford/PLANCO  1997 - 2004

Skills
Marketing Strategy, Marketing Communications, Digital Marketing, Email Marketing, Marketing Management, Product Marketing, Marketing, Marketing Research, Social Media Marketing, Mutual Funds, Variable Annuities, Marketing Analytics, Metrics, Life Insurance, Investments, Retirement Income, Brand Awareness, Brand Architecture, Brand Implementation, 401k, Web Content, Change Management, Management, Strategic Planning, Campaign Strategies, Campaigns

Education
Miami University   1990 — 1994
Bachelor of Arts, Political Science/English-Journalism

Experience
Geisinger Health System  May 2009 - Present
MEDecision  2006 - 2009
PLANCO   1999 - 2005
Wawa, Inc.   1996 - 1999
West Pharmaceutical Services  1989 - 1996

Skills
ETL, SDLC, Business Intelligence..., Data Warehousing, Crystal Reports, Business Objects, Oracle, Business Intelligence, Unix, Web Intelligence, SQL, Databases, Microsoft SQL Server, Performance Tuning, Integration, Data Modeling

Education
Saint Joseph's University   1986 — 1989
MS, Computer Science

Experience
KP Directional Drilling   January 2012 - Present
Genworth Financial  September 2009 - January 2012
SunAmerica  November 2006 - April 2009
SunAmerica  July 2003 - November 2006
Raymond James Financial  September 2001 - July 2003
PLANCO   May 1999 - July 2001

Skills
Sales, Fixed Annuities, Management, Territory Management, Marketing, Sales Force Development, Sales Operations, Business Development, Team Building, Strategic Planning, Investments, Account Management, Business Planning, Employee Benefits, Teamwork, Series 63, Due Diligence, Event Management, Selling, Sales Presentations, Customer Service, Leadership, Sales Management, New Business Development, Retirement, Executive Management, Risk Management, Series 6, Business Strategy, Long-term Care, Wholesale, Insurance, Financial Analysis, Strategy, Project Management, Finance, Strategic Financial..., Small Business, Forecasting, Budgets, CRM, Training, Marketing Strategy, Portfolio Management, Cold Calling, Variable Annuities, 401k, Securities, Life Insurance, Retirement Planning

Education
Texas Tech University   1983 — 1987
BBA, Management

University of Texas of the Permian Basin   1987 — 1989
BBA, Management

The Texas Education Agency
Education, Texas Teacher Certification All Level Special Education

Texas Education Agency
Certification of Management in School Business Administration, School Administration

Experience
VideoRay LLC  May 2013 - Present
VideoRay LLC  June 2012 - April 2013
Oral Communication Lab   January 2012 - April 2013
Carlow University  January 2011 - April 2012
The Primacy Effect   May 2009 - August 2009
PLANCO   May 2008 - August 2008

Skills
Editing, Marketing Communications, Proposal Writing, Public Relations, Advertising, Press Releases, Newsletters, Public Speaking, Speech Writing, Teaching, Tutoring, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Joomla, Adobe Acrobat, Adobe Design Programs, Social Networking, Social Media, Facebook, Blogging, Research, Event Planning, Customer Service, Community Outreach, Time Management, Marketing, Management

Education
University of Pittsburgh   2009 — 2013
Bachelor of Arts (B.A.), Communication & Rhetoric ; Public & Professional Writing ; Political Science

National University of Ireland, Galway   2011 — 2011
Semester abroad (fall 2011)

Experience
SunAmerica Retirement Markets  November 2013 - Present
AXA Equitable  March 2013 - November 2013
Henderson Global Investors  September 2009 - June 2012
PLANCO   May 1999 - July 2009
The Copeland Companies / Travelers Group   January 1997 - May 1999

Skills
Marketing, Mutual Funds, Retirement, Retirement Planning, Series 63, Alternative Investments, Asset Allocation, Fixed Annuities, Insurance

Education
UCLA   1987 — 1992
Bachelor of Science (BS), Economics

Experience
CXtec  August 2011 - Present
New England Financial  February 2010 - July 2011
Ohio National Financial Services  December 2007 - December 2009
Guardian Investor Services  September 2007 - November 2007
HSBC Securities (USA) Inc.   July 2006 - January 2007
PLANCO   June 2001 - June 2006
Morgan Stanley Dean Witter  August 2000 - June 2001
Keyport Life/ Liberty Funds Distributor   July 1997 - August 2000

Education
Le Moyne College   1993 — 1997
Bachelor of Science, Business Administration

Experience
Evergreen Wealth Advisors, LLC   January 2012 - Present
Durango Rapid Wash   March 2006 - Present
Southwest Ice   July 2009 - July 2012
Evergreen Investments  March 2004 - March 2006
PLANCO   January 2003 - February 2004
Invesco Aim  March 1994 - December 2002

Skills
Investments, Mutual Funds, Finance, Retirement Planning, Retirement, Personal Financial..., Financial Advisory, Leadership, Investment Advisory, IRAs, Wealth Management, Wealth, Investment Management, Investment Strategies, Securities, Alternative Investments, Series 7, Asset Allocation

Education
Arizona State University   1989 — 1993
Bachelor of Science (BS), Finance, General

Experience
Brandywine YMCA  May 2015 - Present
YMCA of the Upper Main Line  May 2012 - May 2015
SEI  April 2011 - January 2012
PLANCO   2006 - 2011

Skills
Social Media, Public Speaking, Event Planning, Microsoft Office, Acting, Leadership, Team Building, Event Management

Education
Temple University   2001 — 2008
Communications, Theater

Experience
S&E Sales Inc   March 2010 - Present
Sysco  March 2006 - September 2008
PLANCO   February 2005 - March 2006
Best Buy  November 1999 - January 2005

Skills
Marketing Strategy, Cross-functional Team..., Inventory Management, Sales, Account Management, Food Industry, Food Service, Wholesale, Business Development, Consumer Products, Pricing, Customer Service, Negotiation, Purchasing, Grocery, Strategic Planning, New Business Development, Management, P&L Management, Income Statement, Distributors, Forecasting, Sales Management, Project Management, Key Account Management, Retail, Competitive Analysis, Direct Store Delivery, Inventory Control, FMCG, Food, Sales Operations, Key Account Development, Trade Marketing, Team Building, Marketing Management, National Accounts, Merchandising, Marketing, Sales Presentations, Categorization, Food & Beverage, Beverage Industry, Shopper Marketing, AC Nielsen, IRI, Market Planning, Budgets, Nielsen, Contract Negotiation

Education
Johnson and Wales University   1996 — 2000
Management, Culinary Arts

Experience
The Junior League of Philadelphia   2012 - Present
PLANCO   April 1981 - November 2009

Skills
Customer Service, Event Planning, Strategic Planning, Marketing Strategy, Microsoft Office, Microsoft Word, Public Speaking, Fundraising, Budgets, Accounting, Team Building, Team Leadership, Management Accounting

Education
Wharton School, University of Pennsylvania   1978 — 1980
Master of Business Administration (M.B.A.), Accounting

Mount Holyoke College   1970 — 1972
Bachelor of Arts (B.A.), Sociology

Denison University   1968 — 1970
none

Experience
The Hartford  February 2001 - Present
The Hartford/previously PLANCO   September 1989 - February 2001
PLANCO   September 1989 - 2001

Skills
Visual Merchandising, Store Layouts, Visual Styling, Prop Styling, Color Styling, Embellishment, Applique, Sketching, Painting, Fine Art, French, Floral Design, Organization, Microsoft Excel, Microsoft Office, Literature, Art Direction, Contemporary Art, Collage, Museums, Musicians, Data Entry, Data Mining, Accounts Payable, Accounts Receivable, Layout, Retail Sales, Retail Credit Office, Customer Service, Set Painting, Props, Fabric Selection, Fabric Development, Custom Gift Wrapping, Community Theatre, Theatre, Musical Theatre, Animal Care, Animal Welfare, Green Living, Account Reconciliation, Variable Annuities

Education
Montgomery County Community College
Finance and Fine Arts

Penn State University

Villanova University
Accounting and Business/Management