Professional Capital Services

Description

Address: 1801 Market St #1000, Philadelphia, PA 19103 Hours: Closed ⋅ Opens 8AM Fri Thursday8AM–7PMFriday8AM–7PMSaturdayClosedSundayClosedMonday8AM–7PMTuesday8AM–7PMWednesday8AM–7PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (267) 675-6727: : Website: : : Category: : : Place name: Website: http://www.pcscapital.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a questionPopular times Thursdays MondaysTuesdaysWednesdaysThursdaysFridaysSaturdaysSundaysBased on visits to this place. 9 PM: 6a9a12p3p6p9p12a3a6a9a12p3p6p9p12a3a6aClosed Sundays—pick another dayClosed Saturdays—pick another dayHistogram showing popular times on MondaysHistogram showing popular times on TuesdaysHistogram showing popular times on WednesdaysHistogram showing popular times on ThursdaysHistogram showing popular times on Fridays Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Professional Capital Services Posting publicly on the Web Write a review Reviews 9 Google reviews

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

Professional Capital Services Salaries. You can even request information on how much does Professional Capital Services pay if you want to. Learn about salaries, pros and cons of working for Professional Capital Services directly from the past employees.

Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!

44 Professional Capital Services employees in database. Find out everything there's to know about Professional Capital Services employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.

Professional Capital Services Employees

Employee
Years
Job
Industry
Karen Forster Karen Forster Greater Philadelphia Area Details
Karen Forster's Professional Capital Services Experience September 2013 - Present
Job Conversion Specialist at Professional Capital Services
Industry Financial Services
Experience
Professional Capital Services   September 2013 - Present
H & R Block  December 2008 - August 2013
Benefit Consultants Group  June 2006 - August 2013
Benefit Consultants Group  January 2003 - May 2006
Benefit Consultants Group  January 2001 - December 2002
Benefit Consultants Group  January 1999 - December 2000

Skills
Tax, Accounting, Tax Returns, Tax Preparation, Financial Planning, Retirement Planning, Investments, Highly detail oriented, Mutual Funds, Quality Assurance, Strategic Financial..., Data Conversion, Highly Dedicated, Multi Tasking, Qualified Retirement..., Estate Planning, 401k, Retirement, Management, Account Reconciliation, Employee Benefits, Pensions, Financial Services, Data Entry

Education
Camden County College   1997 — 2000
Associates, Business Management

Triton Regional High School   1993 — 1997
High School Diploma, General Studies

Troy Clements Troy Clements Greater Philadelphia Area Details
Troy Clements's Professional Capital Services Experience February 2013 - Present
Job Advisor Services Associate at Professional Capital Services
Industry Financial Services
Experience
Professional Capital Services   February 2013 - Present
Ascensus  February 2012 - February 2013
Chipotle Mexican Grill  September 2009 - January 2012
The Lighthouse Cove   May 2009 - August 2009
AECOM  June 2005 - May 2008
Abercrombie & Fitch  October 2004 - March 2005

Skills
Marketing, Customer Service, Microsoft Office, Sales

Education
The Alfred Lerner College of Business and Economics   2004 — 2008
Bachelors of Science, Economics

University of Delaware   2004 — 2008
B.S., Economics

Middletown High School   2000 — 2004
2004

michelle mattia michelle mattia United States Details
michelle mattia's Professional Capital Services Experience 2013 - Present
Job
Industry
Experience
Professional Capital Services   2013 - Present
Ascensus  2006 - 2013

Skills
PowerPoint, Microsoft Office, Microsoft Word, Microsoft Excel, Customer Service, Financial Services, Employee Benefits, Retirement Planning, Leadership, Retirement, 401k, Insurance, Salesforce.com, Management, Investments

Education
Temple University

David Spinks, M.Ed. David Spinks, M.Ed. Greater Philadelphia Area Details
David Spinks, M.Ed.'s Professional Capital Services Experience February 2011 - September 2011
Job Special Education Teacher, BCIU
Industry Primary/Secondary Education
Experience
Bucks County Intermediate Unit #22  August 2015 - Present
Woods Services  March 2014 - August 2015
Woods Services  November 2012 - March 2014
Tri State Insulation   November 2011 - January 2013
Professional Capital Services   February 2011 - September 2011
Merrill Lynch  February 2010 - December 2010
Merrill Lynch  October 2007 - April 2010
Merrill Lynch  January 2005 - October 2007
BISYS Retirement Services  February 2004 - December 2004
BISYS Retirement Services  February 2003 - February 2004

Education
La Salle University   2002 — 2013
Master of Education (M.Ed.), Elementary / Special Education

Temple University   1990 — 1994
B.S., Economics

Temple University   1990 — 1994
B.S., Finance

Dorian Ballough Dorian Ballough Greater Philadelphia Area Details
Dorian Ballough's Professional Capital Services Experience May 2011 - August 2011
Job Student at La Salle University
Industry Financial Services
Experience
Iron Hill Brewery & Restaurant  August 2010 - October 2011
Professional Capital Services   May 2011 - August 2011
Settlement Services Financial Company   May 2010 - August 2010
St. David’s Country Club   January 2008 - January 2010

Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Financial Analysis, Public Speaking, Accounting

Education
La Salle University   2008 — 2012
Bachelor of Science (BS), Accounting and Business Management Dual Majors

La Salle College High School   2005 — 2008

Christopher Bak Christopher Bak Philadelphia, Pennsylvania Details
Christopher Bak's Professional Capital Services Experience June 2014 - Present
Job Operations Associate at Professional Capital Services
Industry Accounting
Experience
Professional Capital Services   June 2014 - Present
Lincoln Financial Group  January 2014 - Present
Philadelphia Eagles  September 2013 - January 2014
Philadelphia Cricket Club  April 2013 - September 2013
IHOP  April 2005 - September 2008

Skills
Cpr Certified, Microsoft Excel, Microsoft Office, Morningstar, Marketing, Auditing, Customer Satisfaction, Insurance, Investments, Research, Strategic Financial..., Process Scheduler, Sales Management, Tax, Mutual Funds, Time Management

Education
Temple University   2012 — 2014
Bachelor of Business Administration (BBA), Accounting, Senior (150 credits)

Patrick Gano Patrick Gano Philadelphia, Pennsylvania Details
Patrick Gano's Professional Capital Services Experience October 2013 - Present
Job Vice President of Sales South Region at Professional Capital Services
Industry Financial Services
Experience
Professional Capital Services   October 2013 - Present
Professional Capital Services   October 2010 - October 2013
T. Rowe Price  April 2010 - October 2010
T. Rowe Price  July 2008 - April 2010

Skills
Securities, 401k, Mutual Funds, Investments, Series 63, Equities, Retirement, Strategic Financial..., Retirement Planning, ETFs, Asset Allocation, Uniform Combined State..., Investment Advisory, FINRA, Investment Strategies

Education
University of Delaware - Lerner College of Business and Economics   2004 — 2008
Bachelor of Science, Finance

Central York High School

Linda Morris-Barbee, MBA Linda Morris-Barbee, MBA Greater Philadelphia Area Details
Linda Morris-Barbee, MBA's Professional Capital Services Experience August 2006 - September 2007
Job Attended Northeastern University
Industry Financial Services
Experience
BNY Mellon  June 2015 - Present
SEI  March 2015 - June 2015
BNY Mellon  October 2014 - March 2015
BNY Mellon  June 2012 - September 2014
BNY Mellon  October 2007 - May 2012
Professional Capital Services   August 2006 - September 2007
Toll Brothers  June 2005 - June 2006

Skills
Mutual Funds, Investments, Fund Accounting, Accounting, Microsoft Excel, Bloomberg, Finance, Fixed Income

Education
Strayer University   2007 — 2010
Master of Business Administration (MBA), Finance, General

Northeastern University   2000 — 2005
Bachelor of Business Administration (B.B.A.), Finance, General

Oren Landgarten Oren Landgarten Greater Philadelphia Area Details
Oren Landgarten's Professional Capital Services Experience May 2011 - October 2011
Job Product Test Engineer at Music Choice
Industry Information Technology and Services
Experience
Music Choice  May 2014 - Present
Music Choice  October 2012 - May 2014
Almac Group  June 2012 - October 2012
Empathy Lab  December 2011 - May 2012
Professional Capital Services   May 2011 - October 2011
Ventyx, an ABB Company  November 2010 - May 2011
247 real media  April 2010 - July 2010
Abington Memorial Hospital  May 2009 - July 2009

Skills
ClearQuest, ClearCase, JIRA, Quality Assurance, Visio, Software Engineering, C#, Microsoft SQL Server, SDLC, XML, C++, Project Management, Java, SQL, Testing, SoapUI, Toad

Education
Penn State University   2004 — 2009
BS, Information Systems Technology

Jennifer Bowers Jennifer Bowers Wenonah, New Jersey Details
Jennifer Bowers's Professional Capital Services Experience February 2015 - Present
Job Salesforce Administrator at Professional Capital Services
Industry Consumer Services
Experience
PCS  February 2015 - Present
Professional Capital Services   February 2015 - Present
travAlliancemedia  October 2013 - December 2014
Woodstown Presbyterian Church   October 2008 - November 2013
Mid Atlantic Capital Group, Inc.   September 2004 - July 2006
NovaStar Mortgage  September 2003 - August 2004
Penske Automotive Group  January 1998 - July 1998

Skills
Sales Management, Microsoft Excel, Microsoft Word, PowerPoint, Google Docs, CRM, Enterprise Software, French, Employee Training, Reverse Mortgages, Mortgage Lending, Media Software, Sales Presentations, Salesforce.com, Training, Marketing, Microsoft Office, Account Management, Strategic Planning, Sales, Online Advertising, Management, Marketing Strategy, Email Marketing, Analysis

Education
Rowan University   2011 — 2013
Bachelor of Science (BS), Business Management, 3.89

Gloucester County College   2008 — 2011
Associate of Arts and Sciences (AAS), Business, Management, Marketing, and Related Support Services

Erin Kerr Erin Kerr Greater Philadelphia Area Details
Erin Kerr's Professional Capital Services Experience July 2012 - April 2013
Job Senior Finance Professional
Industry Retail
Experience
Urban Outfitters  April 2013 - Present
SliCE - Center City   January 2012 - July 2013
Professional Capital Services   July 2012 - April 2013
Urban Outfitters  July 2010 - February 2012
Urban Outfitters  August 2008 - July 2010
Urban Outfitters  September 2006 - June 2008
Sunoco  July 2005 - September 2006

Skills
Financial Analysis, Proformas, General Ledger, Financial Accounting, Internal Audit, Management, Budgets, Inventory Management, Salesforce.com, Peachtree, Island Pacific, SAP BPC, Relius, Sage FAS, Variance Analysis, Finance, Customer Service, Sarbanes-Oxley Act, Business Analysis, Account Reconciliation, Analysis, Forecasting

Education
Temple University - Fox School of Business and Management   2012 — 2015
MBA

University of Pittsburgh   2001 — 2005
B.S. in Business Administration, Finance and Accounting

TEFL International - Barcelona   2008 — 2008
Teachers of English to Speakers of Other Languages (TESOL) Certification

Greg Silvis Greg Silvis Greater Philadelphia Area Details
Greg Silvis's Professional Capital Services Experience April 2011 - Present
Job Relationship Manager at Professional Capital Services
Industry Financial Services
Experience
Professional Capital Services   April 2011 - Present

Education
Penn State University   1994 — 2000
BA, Marketing and Finance

Hunterdon Central High School   1993 — 1994

South Hunterdon High School   1990 — 1993

STC Series 7 Training

Maxwell Halberstadt Maxwell Halberstadt Philadelphia, Pennsylvania Details
Maxwell Halberstadt's Professional Capital Services Experience September 2014 - Present
Job Advisor Services Associate at Professional Capital Services
Industry Financial Services
Experience
Professional Capital Services   September 2014 - Present
Professional Capital Services   May 2012 - August 2012
CultureU LLC   2011 - 2012

Education
Indiana University Bloomington   2008 — 2013

Amanda DuBois Amanda DuBois Greater Philadelphia Area Details
Amanda DuBois's Professional Capital Services Experience March 2015 - Present
Job Technical Specialist at Professional Capital Services
Industry Financial Services
Experience
Professional Capital Services   March 2015 - Present
Beachbody  January 2015 - Present
Benefit Consultants Group  January 2011 - March 2015

Skills
Employee Benefits, Banking, Disability Insurance, Employee Relations, Fixed Annuities, Human Resources, Insurance, Life Insurance, Pensions, Risk Management, Asset Management, Financial Services, Retirement, Retirement Planning, Financial Planning, Portfolio Management, Mutual Funds, 401k, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Social Media, Leadership, Customer Service, Social Networking, Sales, Teamwork, Time Management, Research, Event Planning, Outlook, Strategic Planning, Investments, Facebook, Wealth Management

Education
Rutgers University – Camden   2011 — 2013
Bachelor's degree, Child Development

Stuart Romanek Stuart Romanek Philadelphia, Pennsylvania Details
Stuart Romanek's Professional Capital Services Experience 2007 - 2008
Job Interactive Designer at P'unk Avenue, LLC
Industry Design
Experience
P'unk Avenue, LLC   July 2012 - Present
GHI Design   January 2011 - August 2012
La Salle University  October 2008 - January 2011
Professional Capital Services   2007 - 2008

Skills
User Interface Design, Web Design, Adobe Creative Suite, Graphic Design, Microsoft Office, Graphics, Illustration, Art Direction, HTML, Web Development, Social Media, Illustrator, Interaction Design, Photoshop, Interactive Advertising, JavaScript, jQuery

Education
La Salle University   2003 — 2007
Digital Art and Multimedia Design

La Salle University   2003 — 2007
Bachelor's degree, Game and Interactive Media Design

Markese Dixon Markese Dixon Washington D.C. Metro Area Details
Markese Dixon's Professional Capital Services Experience January 2015 - July 2015
Job IT Professional
Industry Information Technology and Services
Experience
Professional Capital Services   January 2015 - July 2015
Inspire Marketing Studios   October 2014 - December 2014
Fox School of Business at Temple University  March 2013 - December 2014
Foot Locker  February 2010 - March 2013
Southern Management  July 2011 - August 2011
AMC Theatres  December 2008 - February 2010

Education
Temple University   2010 — 2014
Bachelor of Science (B.S.)

Cynthia Jordan, CMP Cynthia Jordan, CMP Greater Philadelphia Area Details
Cynthia Jordan, CMP's Professional Capital Services Experience August 2006 - August 2007
Job Senior Manager of Alumni & Associate Events at Dechert LLP
Industry Law Practice
Experience
Dechert LLP  April 2015 - Present
Dechert LLP  December 2009 - April 2015
Dechert LLP  August 2008 - December 2009
Dechert LLP  August 2007 - August 2008
Professional Capital Services   August 2006 - August 2007
American Law Institute-American Bar Association (ALI-ABA)   December 2005 - August 2006

Skills
Certified Meeting..., Event Management, Social Media, Management, Event Planning, Microsoft Office, Alumni Relations, Proposal Writing, Program Management, PowerPoint, InDesign, Adobe Acrobat, Meeting Planning, Contract Negotiation, Excel, Photoshop, Budgeting, Organization, Logistics, CRM databases, Access, Web Content Management, International Relations, Site Visits, Travel Arrangements, Public Speaking, Supervising Others, Food & Beverage

Education
Marist College   2001 — 2005
B.S., Business Administration - International Business

Lenape Valley Regional High School   1997 — 2001

Jennifer Klinger Jennifer Klinger Bensalem, Pennsylvania Details
Jennifer Klinger's Professional Capital Services Experience August 2007 - May 2008
Job Senior Inside Sales Representative at Krames StayWell
Industry Publishing
Experience
Krames StayWell  April 2012 - Present
Siemens Industry Inc  May 2008 - April 2012
Professional Capital Services   August 2007 - May 2008
Michael Page International  January 2006 - August 2007
Empire Beauty School  May 2005 - January 2006
Blair Television  February 2004 - November 2004
Greater Northeast Family Medical   May 1998 - May 2004

Skills
SAP, Oracle, Salesforce.com, Sales, Customer Service, Consultative Selling..., Advertising, New Business Development, Interviews

Education
The Connecticut School of Broadcasting   2002 — 2002
Diploma, Broadcasting

La Salle University   1998 — 2002
Bachelor of Arts, Communication with a concentration in Mass Media

Elin Balmer Elin Balmer Philadelphia, Pennsylvania Details
Elin Balmer's Professional Capital Services Experience June 2013 - March 2014
Job LiveCycle Developer
Industry Information Technology and Services
Experience
Company Confidential  March 2014 - Present
Professional Capital Services   June 2013 - March 2014
Police and Fire Federal Credit Union  March 2006 - June 2013
Fiserv  March 1999 - March 2006
CoreState Bank, NA   June 1990 - November 1998

Skills
VB.NET, ASP.NET, Web Services, Microsoft SQL Server, T-SQL Stored Procedures, SSIS, SSRS, HTML, JavaScript, XML, Adobe LiveCycle, Topaz, Software Engineer, Programmer, Developer, T-SQL, VBScript, TFS, LINQ, ADO.NET, ASP

Education
Villanova University   2003 — 2007
Computer Engineering

Chestnut Hill College   1996 — 1999
Bachelor of Science (BS), Computer Science

Debbie Cornelison Debbie Cornelison Greater Philadelphia Area Details
Debbie Cornelison's Professional Capital Services Experience October 2014 - Present
Job Participant Service Representative at Professional Capital Services
Industry Investment Management
Experience
Professional Capital Services   October 2014 - Present
BPAS  August 2010 - September 2014
Proulx Security Systems Inc.   September 2005 - April 2009
HMA Advisors Inc   September 2004 - April 2009
Janney Montgomery Scott, LLC  November 2000 - December 2005

Skills
Administrative..., Microsoft Excel, Access, Calendaring, Concur, Microsoft Word, Spreadsheets, Office Equipment, Travel Arrangements, Expense Reports, Text Editing, Account Reconciliation, Account Management, Accounts Receivable, Events, Employee Benefits, Retirement, Insurance, Payroll, Investments, Data Entry, Accounting, Pensions, Benefits Administration, 401k, Outlook, Time Management, Retirement Planning, Invoicing, Mutual Funds

Education
Community College of Philadelphia   2009 — 2016
Associate's Degree

Kevin Daley Kevin Daley Greater Philadelphia Area Details
Kevin Daley's Professional Capital Services Experience January 2011 - October 2011
Job Certified Public Accountant
Industry Accounting
Experience
Comcast  January 2012 - Present
Professional Capital Services   January 2011 - October 2011
VWR International  November 2008 - December 2010
KPMG  September 2006 - November 2008
Boys Hope Girls Hope  August 2005 - June 2006

Skills
Accounting, Financial Analysis, Business Analysis, Management, Project Management, Process Improvement, Auditing, Forecasting, Finance, Internal Audit, Microsoft Excel, Internal Controls

Education
Loyola University Maryland   2001 — 2005

Richard Grotto Richard Grotto Greater Philadelphia Area Details
Richard Grotto's Professional Capital Services Experience September 2002 - September 2006
Job Relationship Executive at SunGard Relius
Industry Financial Services
Experience
SunGard  February 2014 - Present
BNY Mellon  September 2007 - 2013
PNC Managed Investments   September 2006 - August 2010
PNC Managed Investments (formerly ADVISORport)   September 2006 - September 2007
Professional Capital Services   September 2002 - September 2006
SEI Investments  March 1999 - September 2002
BISYS  1997 - 1999
Radian  February 1997 - September 1997

Skills
Product Management, New Business Development, Investments, Business Development, Mutual Funds, Retirement, Team Building, Asset Management, Marketing Strategy, Asset Allocation, Process Improvement, Team Leadership, Relationship Management, Wealth Management, Investment Advisory, Cross-functional Team..., ETFs, Competitive Analysis, Business Planning, C-Level Sales, Consultative Selling, Client Services, Account Management, Strategic Planning, Strategic Sales Plans, Key Account Development, Key Account Management, Cold Calling, Sales Management, Product Development, Client Service, Strategy Development, Proposal Generation, Customer Service, Client Issue Resolution, Business Analysis, Product Marketing, Managed Accounts, Contract Negotiation, Sales Support, Business Strategy, Public Speaking, Budgeting, Problem Solving, Vendor Management, Mentoring, Market Research, Public Relations, Marketing Communications, RFP Generation

Education
University of Phoenix   2000 — 2002
MBA, Technology Management

Philadelphia University   1992 — 1997
BS, Applied Mathematics

Jason G. Brown Jason G. Brown Greater Philadelphia Area Details
Jason G. Brown's Professional Capital Services Experience January 2009 - March 2011
Job Experienced Leader in Strategic Marketing and Communications Solutions
Industry Management Consulting
Experience
Databanx   March 2014 - Present
The Advisor Lab, LLC   March 2013 - March 2014
Korn Ferry  2011 - March 2013
Professional Capital Services   January 2009 - March 2011

Skills
Project Management, Marketing, Strategic Planning, Marketing Strategy, Program Management, Public Speaking, Strategy, Team Building, Leadership, Team Management, Management Consulting, Salesforce.com, Selling, Corporate Branding, Business Development, CRM, Training, Organizational..., Product Development, Process Improvement, Management, PowerPoint, Entrepreneurship, Leadership Development, Customer Service, Coaching, Graphic Design

Education
Saint Joseph's University
MBA, International Business

University of London
Certificate, International Advertising

University of Pennsylvania - Annenberg School for Communication
B.A., Communications

University of Pennsylvania - PennDesign
B.A., Digital Design

Milton Hershey School

Conner Scott Conner Scott New York, New York Details
Conner Scott's Professional Capital Services Experience May 2014 - August 2014
Job Trading Associate at BTIG
Industry Financial Services
Experience
BTIG  July 2015 - Present
Professional Capital Services   May 2014 - August 2014
Gofen & Glossberg  May 2013 - August 2013
Power Solutions International, Inc.   May 2012 - August 2012
Martin Investment Management, LLC  May 2011 - August 2011

Skills
Microsoft Excel, PowerPoint, Microsoft Office, Research, Microsoft Word, Economics, Financial Analysis, Valuation, Market Research, Data Analysis, Statistics, Marketing, Sales, Leadership, Teamwork

Education
University of Pennsylvania - The Wharton School   2010 — 2014
BS in Economics, Concentration in Marketing/Management

Deerfield Academy   2006 — 2010

New Trier High School   2005 — 2006

Jeremy Molish Jeremy Molish Greater Philadelphia Area Details
Jeremy Molish's Professional Capital Services Experience May 2013 - December 2014
Job Vice President, Operations at Professional Capital Services
Industry Financial Services
Experience
Professional Capital Services   May 2013 - December 2014
Pershing, a BNY Mellon company  March 2003 - May 2013
PNC Managed Investments (formally ADVISORport, Inc.),   2003 - 2010
US Trust  1998 - 2003
Janney Montgomery Scott  1997 - 1998
Morgan Stanley Smith Barney  1994 - 1997

Skills
Wealth Management, Team Leadership, Operational Risk..., Trading, Process Improvement, Asset Management, Trading Systems, Securities, Investments, Asset Allocation, Series 7, Finance, Portfolio Management, Financial Services, Mutual Funds, Management, Equities

Education
Drexel University   1999 — 2003
MBA, Finance-Investment Management

Ithaca College   1989 — 1993
BS, Economics - Management

Gershon Cattan, QKA Gershon Cattan, QKA Greater Philadelphia Area Details
Gershon Cattan, QKA's Professional Capital Services Experience January 2013 - Present
Job Client Relationship Manager at PCS, LLC
Industry Financial Services
Experience
PCS, LLC  April 2015 - Present
Professional Capital Services   January 2013 - Present
The Vanguard Group  August 2006 - December 2012

Skills
Microsoft Excel, Investments, Access, Microsoft Office, Outlook, Customer Service, Strategic Planning, Data Analysis, Series 63, Microsoft Word, Social Media, Research, Event Planning, Series 6, Defined Contribution, Retirement, ERISA

Education
Northwestern University   1995 — 1999
Bachelor's degree, Performance Studies

David Franz David Franz Greater Philadelphia Area Details
David Franz's Professional Capital Services Experience August 2007 - May 2008
Job Manager, Compensation and Benefits at Balfour Beatty Investments, Inc
Industry Human Resources
Experience
Balfour Beatty Investments  September 2014 - Present
Balfour Beatty Investments  May 2008 - September 2014
Professional Capital Services   August 2007 - May 2008
The Vanguard Group  2005 - 2007
Vanguard  June 2004 - September 2005
Vanguard  July 2002 - June 2004
Vanguard  January 2000 - July 2002
Vanguard  August 1998 - January 2000
Ascensus (BISYS Plan Services)   1997 - 1998

Skills
Employee Relations, Retirement Planning, Analysis, Strategic Planning, Contract Negotiation, Applicant Tracking..., Talent Acquisition, 401k, Negotiation, Employee Benefits, Operations Management, Human Resources, Training, Process Improvement, Project Planning, Compensation & Benefit, FMLA, Personnel Management, HR Policies, Project Management, Onboarding, Team Building, Payroll, Benefits Administration, Microsoft Excel, HRIS, Microsoft Office, Budgets, Outlook, Succession Planning, Workers Compensation, Management, Performance Management, Customer Service, Recruiting, Contract Management, New Hire Orientations, Team Leadership, Deferred Compensation, Program Management, Labor Relations, Talent Management

Education
Penn State University   1990 — 1995
Bachelor of Arts (B.A.), Liberal Arts and Sciences, General Studies and Humanities

Francis H. Gormley Francis H. Gormley Greater Philadelphia Area Details
Francis H. Gormley's Professional Capital Services Experience September 2009 - June 2012
Job .Net Web Developer at CTDI
Industry Information Technology and Services
Experience
CTDI  June 2012 - Present
Professional Capital Services   September 2009 - June 2012
Softrip LLC   May 2008 - March 2009

Education
Chestnut Hill College   2005 — 2009
B.S, Computer and Information Sciences

Channara Pin Channara Pin Greater Philadelphia Area Details
Channara Pin's Professional Capital Services Experience September 2013 - May 2015
Job Technology Specialist at The MCS Group
Industry Information Technology and Services
Experience
The MCS Group  June 2015 - Present
Professional Capital Services   September 2013 - May 2015
ApeTek Computers   October 2011 - October 2013
PC Helps  October 2007 - May 2011

Skills
Windows & Mac operating..., Microsoft Office, Access Database, Hardware Installation, Computer Repair, Computer Maintenance, Computer Network..., Virus Removal, Printers, DVR, Exceptional People..., Customer Support, Committed to Customer..., Desktop Computers, Technical Support, Software Documentation, Software Installation, Windows 7, Access, Hardware, Laptops, Microsoft Excel, Computer Hardware, Microsoft SQL Server, Networking

Education
Community College of Philadelphia   2010 — 2013
Geographic Information Systems, Information Technology, 3.5

Mark Klein, Esq. Mark Klein, Esq. Greater Philadelphia Area Details
Mark Klein, Esq.'s Professional Capital Services Experience January 2001 - Present
Job CEO at The Advisor Lab, LLC
Industry Financial Services
Experience
The Advisor Lab, LLC   May 2009 - Present
Professional Capital Services   January 2001 - Present
Dilworth Paxson LLP  January 2001 - Present
PlanMember Services  February 1997 - March 2000

Skills
Retirement, Mutual Funds, ERISA, Profit Sharing, Tax, Investments, 401k, Retirement Planning, Employee Benefits, Financial Advisory, Financial Planners, Asset Management, Investment Advisory, Investment Management, Financial Services, Series 63, Wealth Management, Asset Allocation, Wealth, Investment Strategies, ETFs, High Net Worth..., Pensions, Portfolio Management, Insurance, IRAs, Alternative Investments, Mergers & Acquisitions, 403 b

Education
Georgetown University Law Center   1985 — 1987
Doctor of Law (JD)

The George Washington University - School of Business   1980 — 1984
BBA, Finance

Crystal Gibbs Crystal Gibbs Greater Philadelphia Area Details
Crystal Gibbs's Professional Capital Services Experience January 2000 - April 2004
Job Third Party Administrator
Industry Investment Management
Experience
Fidelity Federal Retirement Plans   February 2010 - Present
Armstong, Doyle & Carroll   December 2005 - February 2010
Professional Capital Services   January 2000 - April 2004
Fidelity Federal Group   September 1996 - December 2000
Bisys Plan Services  1992 - 1996
Pep Boys  1988 - 1992

Skills
Team Building, Budgets, Process Improvement, Sales, Management, Customer Service, Strategic Planning, 401k, Employee Benefits, Pensions, Training, Coaching, Microsoft Excel, Leadership

Education
Temple University   1983 — 1988
BA, Accounting

Matt Grzywacz Matt Grzywacz Greater Philadelphia Area Details
Matt Grzywacz's Professional Capital Services Experience August 2007 - May 2008
Job Senior Financial Analyst at ACE Group
Industry Insurance
Experience
ACE Group  January 2014 - Present
NBCUniversal, Inc.   March 2013 - January 2014
NBC Sports  October 2009 - March 2013
Professional Capital Services   August 2007 - May 2008

Education
Temple University - Fox School of Business and Management   2004 — 2008
BBA, Finance

Marc Mugler Marc Mugler Greater Philadelphia Area Details
Marc Mugler's Professional Capital Services Experience June 2013 - April 2014
Job Banking Center Manager at Cape Bank of NJ
Industry Law Enforcement
Experience
Cape Bank of NJ   October 2014 - Present
Professional Capital Services   June 2013 - April 2014
Bank of America  August 2011 - November 2012
Lansdowne Police   May 2002 - August 2011
Brookhaven Police   April 1998 - May 2002
Merrill Lynch  March 1995 - September 1999
The Vanguard Group  February 1991 - March 1995

Skills
Enforcement, Police, Patrol, Security, Program Management, Investments, Financial Services, Retirement Planning, Customer Service, Time Management, CRM, Loans, Criminal Investigations, Community Policing, Private Investigations, Leadership, Management, Sales, Public Speaking, Training, Protection, Credit Cards, Coaching, Team Management

Education
Delaware County Police Academy   1997 — 1998
PA Act 120 Municipal Police Certification., Patrol, Firearms, Investigations, Community Policing, Traffic and Narcotic Enforcement

Drexel University - LeBow College of Business   1984 — 1989
Bachelor's, Finance/Management

Malvern Prep   1978 — 1984

Paul Hileman Paul Hileman Philadelphia, Pennsylvania Details
Paul Hileman's Professional Capital Services Experience 2011 - October 2012
Job System Administrator at Haverford Township
Industry Computer & Network Security
Experience
Haverford Township  September 2012 - Present
Professional Capital Services   2011 - October 2012
Oracle  April 2010 - April 2011

Skills
Process Improvement, Project Management, Business Analysis, System Administration, Salesforce.com, Databases, Agile Methodologies

Education
Drexel University   2008 — 2011
Computing and Security, Digital Forensics, Administration, Security, Networking

Laurie Daphnee Vieux Laurie Daphnee Vieux Greater Philadelphia Area Details
Laurie Daphnee Vieux's Professional Capital Services Experience May 2010 - October 2014
Job Producer/Portal Administrator/Social Media Coordinator at Dental AEGIS Media
Industry Broadcast Media
Experience
Dental AEGIS Media   December 2014 - Present
PhillyTV Festival   September 2014 - Present
Enon Tabernacle Baptist Church  January 2014 - Present
Professional Capital Services   May 2010 - October 2014
Harmelin Media  March 2008 - January 2010
General Growth Properties  November 2005 - January 2008
WRTI - FM   June 2006 - December 2006

Skills
Final Cut Pro, Microsoft Office, Microsoft Excel, Microsoft Word, Salesforce.com

Education
Temple University   2005 — 2007
Bachelor's Degree, Broadcast Journalism

Community College of Philadelphia   2002 — 2004
Associate's Degree, Liberal Arts - Communications

Long Island City High School   1998 — 2002
High School

Doug Baldino Doug Baldino Cherry Hill, New Jersey Details
Doug Baldino's Professional Capital Services Experience 2011 - 2012
Job Sales Relationship Manager at ADMIN Partners, LLC
Industry Government Administration
Experience
ADMIN Partners, LLC   September 2012 - Present
Professional Capital Services   2011 - 2012
Admin Partners   June 2007 - May 2011

Skills
401k, Retirement Planning, Retirement, Mutual Funds, ERISA, 403 b, Compliance, Relius Administration, Defined Benefit, Investments, Pensions, Strategic Financial..., Insurance, Process Improvement, Series 63, Relationship Management, Credit, Defined Contribution, Securities, Small Business, Asset Allocation, Series 6, Wealth Management, Profit Sharing, Asset Management, Financial Planning

Education
Rowan University   2004 — 2007

Joseph Dever, QKA Joseph Dever, QKA Philadelphia, Pennsylvania Details
Joseph Dever, QKA's Professional Capital Services Experience June 2008 - Present
Job Client Relationship Manager at Professional Capital Services
Industry Financial Services
Experience
Professional Capital Services   June 2008 - Present
Ascensus  September 2004 - February 2008
Delaware Investments, a member of the Macquarie Group  February 2003 - September 2004

Education
La Salle University   1986 — 1990
Bachelor of Science in Business Administration, Accounting

Archbishop Wood High School   1982 — 1986

Eric Gano Eric Gano Philadelphia, Pennsylvania Details
Eric Gano's Professional Capital Services Experience December 2011 - February 2012
Job Financial Analyst, Corporate and Investment Banking, External Reporting, Fair Value at JP Morgan Chase & Co.
Industry Financial Services
Experience
JPMorgan Chase & Co.   August 2012 - Present
JPMorgan Chase & Co.   June 2012 - August 2012
Professional Capital Services   December 2011 - February 2012
Vector Marketing  June 2010 - August 2010

Skills
Finance, Financial Analysis, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Communication, Interpersonal Skills, Financial Accounting, SAP, SAP BPC, Hyperion

Education
University of Delaware - Lerner College of Business and Economics   2009 — 2013
Bachelor of Science in Finance, Finance, General; International Finance; Economics, 3.75

Central York

Joe Raws Joe Raws Greater Philadelphia Area Details
Joe Raws's Professional Capital Services Experience January 2008 - August 2008
Job Exective Team Leader Hardlines/Logistics at Target
Industry Retail
Experience
Target  April 2012 - Present
Target Corporation  July 2010 - April 2012
The Kintock Group  March 2009 - July 2010
Professional Capital Services   January 2008 - August 2008
Lebanon Valley College Sports Center   August 2005 - May 2007

Skills
Training, Leadership, Management, Payroll, Employee Benefits, Team Leadership, Customer Service, Outlook, Microsoft Excel, Team Management, Logistics, Accounting, Invoicing, Employee Relations, Leadership Development

Education
Lebanon Valley College   2003 — 2007
Bachelor of Science, Business Administration; Digital Communications

Brian Boland Brian Boland Warrington, Pennsylvania Details
Brian Boland's Professional Capital Services Experience December 2005 - Present
Job Technical Supervisor / Trade Group
Industry Financial Services
Experience
Professional Capital Services   December 2005 - Present
BISYS Fund Services  February 2000 - December 2005
Merrill Lynch  January 1998 - February 2000

Skills
Microsoft Excel, 401k, Finance, ETFs, Investments, Dedication to work, Teamwork, HTML scripting, WordPress, Microsoft Word, SQL, Analysis

Education
La Salle University   1991 — 1995
Bachelor of Arts in Communications, Public Relations, Advertising, and Applied Communication

Reno Jr Regalbuto Reno Jr Regalbuto Philadelphia, Pennsylvania Details
Reno Jr Regalbuto's Professional Capital Services Experience May 2013 - Present
Job Intern at Professional Capital Services
Industry Financial Services
Experience
Professional Capital Services   May 2013 - Present
Professional Capital Services   May 2013 - Present

Education
Gloucester County College   2011 — 2013

Sts Neumann - Goretti   2006 — 2010