Professional Planning Associates
Description
Address: 400 Market St Suite 360, Philadelphia, PA 19106 Phone: (215) 875-8666: : Place name: Category: Hours: : : : : Website: Website: http://www.proplanners.org/ Category: Insurance agency 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.Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question
Professional Planning Associates List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Professional Planning Associates. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Professional Planning Associates Salaries. You can even request information on how much does Professional Planning Associates pay if you want to. Learn about salaries, pros and cons of working for Professional Planning Associates 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!
13 Professional Planning Associates employees in database. Find out everything there's to know about Professional Planning Associates 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 Planning Associates Employees
Employee
Years
Job
Industry
Bob Asadi Bob Asadi's Professional Planning Associates Experience February 2009 - December 2010
Job Retired and enjoying time with family
Industry Education Management
Experience
Retired and enjoying time with family January 2014 - Present
Phoenix College Preparatory Academy July 2012 - May 2013
Grand Canyon University January 2011 - March 2013
Professional Planning Associates February 2009 - December 2010
AAEC High Schools November 2009 - October 2010
Professional Planning Associates March 2009 - November 2009
USAA Financial Services June 2006 - February 2009
UBS Financial Services April 2005 - May 2006
The Horace Mann Companies January 2001 - January 2005
Millennium High School January 1994 - January 2001
Skills
Education Management, Financial Planning, Estate Planning, Investments, Risk Management, Teaching, Annuities, Coaching, Insurance, Higher Education, Education, Customer Service, Leadership, Retirement Planning, Management, Employee Benefits
Education
The American College 2002 — 2005
CFP, Financial Planning
Northern Arizona University 1992 — 1994
M.Ed., Educational Leadership
University of Wyoming 1982 — 1984
B.S., Health Sciences - Physical Education
Casper College 1971 — 1976
A.S., General
Natrona County High School 1969 — 1972
Retired and enjoying time with family January 2014 - Present
Phoenix College Preparatory Academy July 2012 - May 2013
Grand Canyon University January 2011 - March 2013
Professional Planning Associates February 2009 - December 2010
AAEC High Schools November 2009 - October 2010
Professional Planning Associates March 2009 - November 2009
USAA Financial Services June 2006 - February 2009
UBS Financial Services April 2005 - May 2006
The Horace Mann Companies January 2001 - January 2005
Millennium High School January 1994 - January 2001
Skills
Education Management, Financial Planning, Estate Planning, Investments, Risk Management, Teaching, Annuities, Coaching, Insurance, Higher Education, Education, Customer Service, Leadership, Retirement Planning, Management, Employee Benefits
Education
The American College 2002 — 2005
CFP, Financial Planning
Northern Arizona University 1992 — 1994
M.Ed., Educational Leadership
University of Wyoming 1982 — 1984
B.S., Health Sciences - Physical Education
Casper College 1971 — 1976
A.S., General
Natrona County High School 1969 — 1972
Emilie Jacumin-Simmons Emilie Jacumin-Simmons's Professional Planning Associates Experience August 1990 - August 1992
Job Draughn/Patton High Schools EC Teacher
Industry Higher Education
Experience
Burke County Public Schools August 2015 - Present
Burke County Public Schools (North Carolina) July 2014 - July 2015
Forsyth County Schools (Georgia) November 2010 - June 2014
Forsyth County Schools (Georgia) November 2010 - May 2011
Professional Planning Associates August 1990 - August 1992
Merrill Lynch August 1983 - September 1987
Skills
Curriculum Design, Curriculum Development, Special Education, English Language Arts, Teaching Reading, Classroom Management, Differentiated..., Language Arts, Middle School, Literacy, Instructional Technology, Educational Technology, Elementary Education, Classroom, K-12, Lesson Planning, Community Outreach, Public Speaking, Teaching
Education
North Georgia College and State University 2009 — 2011
Master of Arts (M.A.), Special Education and Teaching
Salem College 1979 — 1982
Bachelor of Arts (B.A.), Arts Management, Graduated
University of North Carolina at Chapel Hill 1978 — 1979
Burke County Public Schools August 2015 - Present
Burke County Public Schools (North Carolina) July 2014 - July 2015
Forsyth County Schools (Georgia) November 2010 - June 2014
Forsyth County Schools (Georgia) November 2010 - May 2011
Professional Planning Associates August 1990 - August 1992
Merrill Lynch August 1983 - September 1987
Skills
Curriculum Design, Curriculum Development, Special Education, English Language Arts, Teaching Reading, Classroom Management, Differentiated..., Language Arts, Middle School, Literacy, Instructional Technology, Educational Technology, Elementary Education, Classroom, K-12, Lesson Planning, Community Outreach, Public Speaking, Teaching
Education
North Georgia College and State University 2009 — 2011
Master of Arts (M.A.), Special Education and Teaching
Salem College 1979 — 1982
Bachelor of Arts (B.A.), Arts Management, Graduated
University of North Carolina at Chapel Hill 1978 — 1979
Michaela Manago Michaela Manago's Professional Planning Associates Experience November 2012 - June 2013
Job Marketing & Public Relations | Wallrich Creative Communications
Industry Public Relations and Communications
Experience
Wallrich February 2015 - Present
Dewey Square Group July 2013 - February 2015
Professional Planning Associates November 2012 - June 2013
Sacramento Animal Hospital April 2007 - September 2012
Office of Governor Edmund G. Brown Jr. May 2011 - August 2011
Skills
Public Relations, Project Management, Marketing Strategy, Team Leadership, Project Planning, Social Media, Community Outreach, Marketing Communications, Research, Public Speaking, Nonprofits, Social Media Marketing, Management, Editing, Leadership, Fundraising, Social Networking, Community Development, Business Strategy, Teamwork, Training, Organizational..., Intercultural Skills, Intercultural..., Public Policy, International Relations, Client Liaison, Intercultural Relations, Intercultural Awareness, Proofreading, Volunteer Management
Education
California State University-Sacramento
Communication Studies, International and Intercultural Communication
Sacramento City College
Wallrich February 2015 - Present
Dewey Square Group July 2013 - February 2015
Professional Planning Associates November 2012 - June 2013
Sacramento Animal Hospital April 2007 - September 2012
Office of Governor Edmund G. Brown Jr. May 2011 - August 2011
Skills
Public Relations, Project Management, Marketing Strategy, Team Leadership, Project Planning, Social Media, Community Outreach, Marketing Communications, Research, Public Speaking, Nonprofits, Social Media Marketing, Management, Editing, Leadership, Fundraising, Social Networking, Community Development, Business Strategy, Teamwork, Training, Organizational..., Intercultural Skills, Intercultural..., Public Policy, International Relations, Client Liaison, Intercultural Relations, Intercultural Awareness, Proofreading, Volunteer Management
Education
California State University-Sacramento
Communication Studies, International and Intercultural Communication
Sacramento City College
Melissa Varvarezis Melissa Varvarezis's Professional Planning Associates Experience November 2012 - March 2015
Job Education / Communication Specialist
Industry Financial Services
Experience
BPAS April 2015 - Present
Professional Planning Associates November 2012 - March 2015
PNC March 2006 - October 2012
MetLife September 2005 - March 2006
Vanguard September 2000 - September 2005
Skills
Microsoft Office, Presentations, Employee Training, Organization, Microsoft Word, Financial Analysis, Investments, PowerPoint, Series 6, Portfolio Management, Customer Service, Microsoft Excel, Mutual Funds, Retirement, Retirement Planning, Asset Allocation, 401k, Series 63, IRAs, Asset Management, Training, Financial Planners, Financial Services, Payroll, Employee Benefits, Financial Education, 401k Rollovers, Defined Contribution
Education
Penn State University 1993 — 1997
Bachelor of Science (B.S.), Elementary Education and Teaching
BPAS April 2015 - Present
Professional Planning Associates November 2012 - March 2015
PNC March 2006 - October 2012
MetLife September 2005 - March 2006
Vanguard September 2000 - September 2005
Skills
Microsoft Office, Presentations, Employee Training, Organization, Microsoft Word, Financial Analysis, Investments, PowerPoint, Series 6, Portfolio Management, Customer Service, Microsoft Excel, Mutual Funds, Retirement, Retirement Planning, Asset Allocation, 401k, Series 63, IRAs, Asset Management, Training, Financial Planners, Financial Services, Payroll, Employee Benefits, Financial Education, 401k Rollovers, Defined Contribution
Education
Penn State University 1993 — 1997
Bachelor of Science (B.S.), Elementary Education and Teaching
Blair Epstein Blair Epstein's Professional Planning Associates Experience September 2013 - September 2014
Job Legal Assistant at Chimicles & Tikellis LLP
Industry Health, Wellness and Fitness
Experience
Chimicles & Tikellis LLP September 2014 - March 2015
Professional Planning Associates September 2013 - September 2014
Newtown Athletic Club February 2012 - December 2013
Skills
Fitness, Social Networking, Facebook, Athletics, Nutrition, Social Media, Public Speaking, Customer Service, PowerPoint, Wellness, Microsoft Word, Microsoft Office
Education
Drexel University - College of Business and Administration 2013 — 2017
Bachelor's Degree, Legal Studies and Entrepreneurship
Coastal Carolina University 2012 — 2013
3.4
Chimicles & Tikellis LLP September 2014 - March 2015
Professional Planning Associates September 2013 - September 2014
Newtown Athletic Club February 2012 - December 2013
Skills
Fitness, Social Networking, Facebook, Athletics, Nutrition, Social Media, Public Speaking, Customer Service, PowerPoint, Wellness, Microsoft Word, Microsoft Office
Education
Drexel University - College of Business and Administration 2013 — 2017
Bachelor's Degree, Legal Studies and Entrepreneurship
Coastal Carolina University 2012 — 2013
3.4
Alexander Iuliano Alexander Iuliano's Professional Planning Associates Experience June 2014 - Present
Job Financial Paraplanner
Industry Financial Services
Experience
Professional Planning Associates June 2014 - Present
Lighthouse Planning Consultants August 2013 - June 2014
Northwestern Mutual June 2013 - August 2013
Toll Brothers June 2012 - July 2012
Skills
Basic French, Finance, Microsoft Excel, Microsoft Word, PowerPoint, Morningstar, emoney, ebix crm, Marketing, Bloomberg Terminal, Outlook, Social Networking, Customer Service, Research, Data Entry
Education
Temple University - Fox School of Business and Management 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance
Holy Ghost Preparatory School 2006 — 2010
Professional Planning Associates June 2014 - Present
Lighthouse Planning Consultants August 2013 - June 2014
Northwestern Mutual June 2013 - August 2013
Toll Brothers June 2012 - July 2012
Skills
Basic French, Finance, Microsoft Excel, Microsoft Word, PowerPoint, Morningstar, emoney, ebix crm, Marketing, Bloomberg Terminal, Outlook, Social Networking, Customer Service, Research, Data Entry
Education
Temple University - Fox School of Business and Management 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance
Holy Ghost Preparatory School 2006 — 2010
Josh Waters Josh Waters's Professional Planning Associates Experience January 1989 - Present
Job insurance sales at Professional planning associates
Industry Insurance
Experience
PIAA Baseball Umpire October 2012 - Present
PIAA Basketball Referee June 2010 - Present
LeTip of Blue Bell January 2006 - Present
Professional planning associates January 1989 - Present
Professional Planning Associates November 1988 - Present
Rudolph Palitz & Co. June 1982 - November 1988
Skills
Employee Benefits, Insurance, Small Business, Business Planning, Strategic Planning, Solution Selling, Sales Management, Business Strategy, Health Insurance, Disability Insurance, Strategy, Healthcare, Leadership, Account Management, Life Insurance, Public Speaking, Project Planning, Portfolio Management, Time Management, Process Improvement, Customer Service
Education
Drexel University - LeBow College of Business 1978 — 1982
Upper Dublin High School
PIAA Baseball Umpire October 2012 - Present
PIAA Basketball Referee June 2010 - Present
LeTip of Blue Bell January 2006 - Present
Professional planning associates January 1989 - Present
Professional Planning Associates November 1988 - Present
Rudolph Palitz & Co. June 1982 - November 1988
Skills
Employee Benefits, Insurance, Small Business, Business Planning, Strategic Planning, Solution Selling, Sales Management, Business Strategy, Health Insurance, Disability Insurance, Strategy, Healthcare, Leadership, Account Management, Life Insurance, Public Speaking, Project Planning, Portfolio Management, Time Management, Process Improvement, Customer Service
Education
Drexel University - LeBow College of Business 1978 — 1982
Upper Dublin High School
Jennifer Brunelli, MS RD LDN Jennifer Brunelli, MS RD LDN's Professional Planning Associates Experience 2006 - 2008
Job Carolina Panthers Sports Dietitian, Director of Sports Nutrition at United States Performance Center
Industry Health, Wellness and Fitness
Experience
Carolina Panthers April 2014 - Present
United States Performance Center January 2013 - Present
Sports RDpro, LLC July 2011 - Present
Cannon High School June 2010 - February 2014
Carolinas Healthcare System October 2012 - November 2013
North Carolina State University August 2011 - August 2012
University of North Carolina Nutrition Research Institute January 2010 - June 2010
Athletes' Performance January 2009 - May 2009
San Francisco Giants December 2008 - February 2009
Professional Planning Associates 2006 - 2008
Skills
Sports, Public Speaking, Wellness, Nutrition, Fitness, Sports Nutrition, Nutritional Counseling, Athletics, Health Promotion, Health Education, Nutrition Education
Education
Winthrop University 2010 — 2012
Masters, Human and Sports Nutrition
Arizona State University 2007 — 2009
Dietetics, Sports Nutrition
University of South Carolina - Darla Moore School of Business 2000 — 2004
Business, Marketing and Management
Carolina Panthers April 2014 - Present
United States Performance Center January 2013 - Present
Sports RDpro, LLC July 2011 - Present
Cannon High School June 2010 - February 2014
Carolinas Healthcare System October 2012 - November 2013
North Carolina State University August 2011 - August 2012
University of North Carolina Nutrition Research Institute January 2010 - June 2010
Athletes' Performance January 2009 - May 2009
San Francisco Giants December 2008 - February 2009
Professional Planning Associates 2006 - 2008
Skills
Sports, Public Speaking, Wellness, Nutrition, Fitness, Sports Nutrition, Nutritional Counseling, Athletics, Health Promotion, Health Education, Nutrition Education
Education
Winthrop University 2010 — 2012
Masters, Human and Sports Nutrition
Arizona State University 2007 — 2009
Dietetics, Sports Nutrition
University of South Carolina - Darla Moore School of Business 2000 — 2004
Business, Marketing and Management
Laura Harries Laura Harries's Professional Planning Associates Experience January 2007 - January 2009
Job Compelling Communicator Aspiring to Market Green Products and Services in Phoenix, AZ
Industry Marketing and Advertising
Experience
Spirit Rock Investments, LLC September 2005 - Present
Professional Planning Associates January 2007 - January 2009
Education
Texas Christian University 1984 — 1987
BS, Journalism, Business
Lyons Township High School 1979 — 1983
General
Spirit Rock Investments, LLC September 2005 - Present
Professional Planning Associates January 2007 - January 2009
Education
Texas Christian University 1984 — 1987
BS, Journalism, Business
Lyons Township High School 1979 — 1983
General
Chris Benson ChFC, CLTC's Professional Planning Associates Experience September 2000 - July 2011
Job Financial Advisor at Financial Design Group
Industry Financial Services
Experience
Financial Design Group July 2011 - Present
Professional Planning Associates September 2000 - July 2011
SunAmerica January 2000 - September 2000
Skills
Financial Advisory, Financial Services, Investments, Insurance, Retirement Planning, Estate Planning, Financial Planning, Securities, Finance, Employee Benefits
Education
The American College 2002 — 2008
ChFC, Chartered Financial Consultant
Northern Arizona University 1991 — 1998
Bachelors, Psychology, Business
Financial Design Group July 2011 - Present
Professional Planning Associates September 2000 - July 2011
SunAmerica January 2000 - September 2000
Skills
Financial Advisory, Financial Services, Investments, Insurance, Retirement Planning, Estate Planning, Financial Planning, Securities, Finance, Employee Benefits
Education
The American College 2002 — 2008
ChFC, Chartered Financial Consultant
Northern Arizona University 1991 — 1998
Bachelors, Psychology, Business
Daniel Weisman's Professional Planning Associates Experience May 2013 - August 2013
Job Analyst at Hamilton Lane
Industry Financial Services
Experience
Hamilton Lane July 2014 - Present
Professional Planning Associates May 2013 - August 2013
Merrill Lynch June 2012 - August 2012
Skills
Private Equity, Finance, Investments, Financial Modeling, Financial Analysis, Bloomberg Terminal, Capital IQ, ThomsonOne, Portfolio Management, Microsoft Excel, PowerPoint, Microsoft Word
Education
Emory University - Goizueta Business School 2010 — 2014
BBA, Finance
Upper Dublin High School 2006 — 2010
Hamilton Lane July 2014 - Present
Professional Planning Associates May 2013 - August 2013
Merrill Lynch June 2012 - August 2012
Skills
Private Equity, Finance, Investments, Financial Modeling, Financial Analysis, Bloomberg Terminal, Capital IQ, ThomsonOne, Portfolio Management, Microsoft Excel, PowerPoint, Microsoft Word
Education
Emory University - Goizueta Business School 2010 — 2014
BBA, Finance
Upper Dublin High School 2006 — 2010