Provident Mutual
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Provident Mutual Employees
Employee
Years
Job
Industry
David Richert, LUTCF David Richert, LUTCF's Provident Mutual Experience 1998 - 2001
Job Territorial Vice President Ohio National Financial Serivces
Industry Financial Services
Experience
Ohio National Financial Services August 2001 - Present
Provident Mutual 1998 - 2001
Principal Financial Group 1996 - 1998
National life of Vermont 1986 - 1996
National life of Vermont 1986 - 1996
National life of Vermont 1986 - 1996
National life of Vermont 1986 - 1996
Skills
Fixed Annuities, Retirement Planning, Retirement, Life Insurance, Insurance, 401k, Disability Insurance, Financial Services, Financial Advisory, Estate Planning, Variable Annuities, Employee Benefits, Wealth Management, Strategic Planning, Term Life Insurance, Whole Life, Sales Management, Relationship Management, Building Relationships, Team Building
Education
American College 1995 — 1999
LUTCF
Oregon State University 1980 — 1985
Bachelor of Science (BS), Finance
Ohio National Financial Services August 2001 - Present
Provident Mutual 1998 - 2001
Principal Financial Group 1996 - 1998
National life of Vermont 1986 - 1996
National life of Vermont 1986 - 1996
National life of Vermont 1986 - 1996
National life of Vermont 1986 - 1996
Skills
Fixed Annuities, Retirement Planning, Retirement, Life Insurance, Insurance, 401k, Disability Insurance, Financial Services, Financial Advisory, Estate Planning, Variable Annuities, Employee Benefits, Wealth Management, Strategic Planning, Term Life Insurance, Whole Life, Sales Management, Relationship Management, Building Relationships, Team Building
Education
American College 1995 — 1999
LUTCF
Oregon State University 1980 — 1985
Bachelor of Science (BS), Finance
Robert Lindner Robert Lindner's Provident Mutual Experience 1988 - 1996
Job President at Private Wealth Advisory Group, Inc.
Industry Investment Management
Experience
Atlanta Humane Society 2002 - Present
Lindner Capital Advisors, Inc. December 1996 - Present
Private Wealth Advisory Group, Inc. July 1996 - Present
The Lindner Group, Inc. April 1983 - Present
Atlanta Humane Society 2004 - 2013
Provident Mutual 1988 - 1996
Paul Revere Life Insurance Company May 1977 - April 1983
Progressive Supply July 1974 - May 1977
Tubelight Engineering January 1972 - June 1974
Education
American College 1990 — 1992
MSFS, Financial Services
Mercer University 1974 — 1976
Business/Managerial Economics
Atlanta Humane Society 2002 - Present
Lindner Capital Advisors, Inc. December 1996 - Present
Private Wealth Advisory Group, Inc. July 1996 - Present
The Lindner Group, Inc. April 1983 - Present
Atlanta Humane Society 2004 - 2013
Provident Mutual 1988 - 1996
Paul Revere Life Insurance Company May 1977 - April 1983
Progressive Supply July 1974 - May 1977
Tubelight Engineering January 1972 - June 1974
Education
American College 1990 — 1992
MSFS, Financial Services
Mercer University 1974 — 1976
Business/Managerial Economics
Dennis Goeders, CLU, ChFC Dennis Goeders, CLU, ChFC's Provident Mutual Experience January 1996 - January 2000
Job President at DEG Financial
Industry Financial Services
Experience
DEG Financial June 2012 - Present
Midland National Life April 2012 - May 2014
Penn Mutual January 2000 - April 2012
Provident Mutual January 1996 - January 2000
Skills
Retirement Planning, Life Insurance, Insurance, Fixed Annuities, Estate Planning, Retirement, Disability Insurance, Sales, Term Life Insurance, Long-term Care, Mutual Funds, Strategic Planning, 401k, Wealth Management, Investments
Education
The American College 1985 — 1995
CLU, ChFC, Financial Planning and Services
University of Iowa 1968 — 1972
Busiess, Business, Management, Marketing, and Related Support Services
DEG Financial June 2012 - Present
Midland National Life April 2012 - May 2014
Penn Mutual January 2000 - April 2012
Provident Mutual January 1996 - January 2000
Skills
Retirement Planning, Life Insurance, Insurance, Fixed Annuities, Estate Planning, Retirement, Disability Insurance, Sales, Term Life Insurance, Long-term Care, Mutual Funds, Strategic Planning, 401k, Wealth Management, Investments
Education
The American College 1985 — 1995
CLU, ChFC, Financial Planning and Services
University of Iowa 1968 — 1972
Busiess, Business, Management, Marketing, and Related Support Services
Valerie Harchuck's Provident Mutual Experience 1982 - 1989
Job Lead Executive Customer Rep at Merck
Industry Pharmaceuticals
Experience
Merck 2002 - Present
The American College 1990 - 1996
Provident Mutual 1982 - 1989
Skills
Pharmaceutical Sales, Pharmaceutical Industry, Asthma, Allergy, Diabetes, Product Launch, Sales Effectiveness, Mentoring, Pulmonology, Managed Care, Hospital Sales, Endocrinology, Sales Operations, Cardiology, Neurology, Rheumatology, Sales
Education
Edinboro University of Pennsylvania
BS, Art Education
Temple University
Merck 2002 - Present
The American College 1990 - 1996
Provident Mutual 1982 - 1989
Skills
Pharmaceutical Sales, Pharmaceutical Industry, Asthma, Allergy, Diabetes, Product Launch, Sales Effectiveness, Mentoring, Pulmonology, Managed Care, Hospital Sales, Endocrinology, Sales Operations, Cardiology, Neurology, Rheumatology, Sales
Education
Edinboro University of Pennsylvania
BS, Art Education
Temple University
Carl Stewart Carl Stewart's Provident Mutual Experience October 2000 - April 2002
Job Lotus Domino Developer at BNYMellon
Industry Financial Services
Experience
BNYMellon April 2006 - Present
PFPC Worldwide April 2002 - May 2006
Provident Mutual October 2000 - April 2002
Provident Mutual March 2000 - April 2002
Delaware Business Systems January 1998 - December 1999
Skills
Microsoft Office, Lotus Domino..., LotusScript, Windows Server, Windows, VMware, Mac OS, iOS, Android, Project Management, Networking, Server Administration, Desktop Administration, Remote Desktop, Computer Hardware, Business Analysis, IT Service Management, IT Operations, Linux Firewalls, VMware ESX, SDLC, Operating Systems, Hardware, Lotus Notes, Databases, Software Documentation, Servers, Disaster Recovery, Technical Support, Information Technology, Help Desk Support
Education
University of Delaware 1993 — 1996
Bachelor of Arts (BA), Mathematics Teacher Education
Thomas McKean HS 1989 — 1993
BNYMellon April 2006 - Present
PFPC Worldwide April 2002 - May 2006
Provident Mutual October 2000 - April 2002
Provident Mutual March 2000 - April 2002
Delaware Business Systems January 1998 - December 1999
Skills
Microsoft Office, Lotus Domino..., LotusScript, Windows Server, Windows, VMware, Mac OS, iOS, Android, Project Management, Networking, Server Administration, Desktop Administration, Remote Desktop, Computer Hardware, Business Analysis, IT Service Management, IT Operations, Linux Firewalls, VMware ESX, SDLC, Operating Systems, Hardware, Lotus Notes, Databases, Software Documentation, Servers, Disaster Recovery, Technical Support, Information Technology, Help Desk Support
Education
University of Delaware 1993 — 1996
Bachelor of Arts (BA), Mathematics Teacher Education
Thomas McKean HS 1989 — 1993
Alan Chandler Alan Chandler's Provident Mutual Experience February 1988 - December 1991
Job Financial Advisor at Chandler and Edem Financial
Industry Financial Services
Experience
Chandler and Edem Financial January 1992 - Present
Provident Mutual February 1988 - December 1991
MetLife January 1987 - December 1987
Skills
Retirement Planning, Financial Services, Investment Management, College Savings Plans, Wealth Preservation...
Education
SUNY Albany 1983 — 1985
Bachelor of Science (B.S.), Mathematics
SUNY Potsdam 1981 — 1983
Mathematics
Chandler and Edem Financial January 1992 - Present
Provident Mutual February 1988 - December 1991
MetLife January 1987 - December 1987
Skills
Retirement Planning, Financial Services, Investment Management, College Savings Plans, Wealth Preservation...
Education
SUNY Albany 1983 — 1985
Bachelor of Science (B.S.), Mathematics
SUNY Potsdam 1981 — 1983
Mathematics
Alan Hinkle Alan Hinkle's Provident Mutual Experience 1974 - 2002
Job Portfolio Manager at Burke Lawton Brewer & Burke
Industry Financial Services
Experience
Burke Lawton Brewer & Burke March 2014 - Present
Skippack Investment Advisors October 2002 - February 2014
Provident Mutual 1974 - 2002
Skills
Insurance, Investments, Analysis, Retirement, Portfolio Management, Risk Management, Asset Managment, Wealth Management, Strategic Planning, Life Insurance, Securities, Problem Solving, Asset Management
Education
Lafayette College 1969 — 1973
BS, Math
Burke Lawton Brewer & Burke March 2014 - Present
Skippack Investment Advisors October 2002 - February 2014
Provident Mutual 1974 - 2002
Skills
Insurance, Investments, Analysis, Retirement, Portfolio Management, Risk Management, Asset Managment, Wealth Management, Strategic Planning, Life Insurance, Securities, Problem Solving, Asset Management
Education
Lafayette College 1969 — 1973
BS, Math
Nigel Storer Nigel Storer's Provident Mutual Experience 1989 - 1993
Job Head of SubAdvisory and Retirement Platforms at Aberdeen Asset Management
Industry Investment Management
Experience
Aberdeen Asset Management December 2012 - Present
Aberdeen Asset Management January 2012 - Present
Aberdeen Asset Management January 2009 - December 2011
Aberdeen Asset Management November 1998 - December 2008
Aetna International 1996 - 1998
Fidelity Investments 1993 - 1996
Provident Mutual 1989 - 1993
Woolwich Building Society 1988 - 1989
Skills
Mutual Funds, Asset Managment, Investments, Portfolio Management, Alternative Investments, Asset Allocation, Series 7, Series 24, Series 63, Investment Advisory, Fixed Income, Equities, Wealth Management, Hedge Funds, Business Strategy, Strategic Financial...
Education
Queen Mary University of London 1984 — 1987
BSc, Economics
Aberdeen Asset Management December 2012 - Present
Aberdeen Asset Management January 2012 - Present
Aberdeen Asset Management January 2009 - December 2011
Aberdeen Asset Management November 1998 - December 2008
Aetna International 1996 - 1998
Fidelity Investments 1993 - 1996
Provident Mutual 1989 - 1993
Woolwich Building Society 1988 - 1989
Skills
Mutual Funds, Asset Managment, Investments, Portfolio Management, Alternative Investments, Asset Allocation, Series 7, Series 24, Series 63, Investment Advisory, Fixed Income, Equities, Wealth Management, Hedge Funds, Business Strategy, Strategic Financial...
Education
Queen Mary University of London 1984 — 1987
BSc, Economics
Jenny Hall's Provident Mutual Experience 1989 - 2002
Job Senior Manager, Field Marketing Communications at Penn Mutual
Industry Insurance
Experience
Penn Mutual December 2010 - Present
Word Has It June 2002 - December 2010
Lionfield Technology Solutions, Ltd. February 2007 - November 2010
Provident Mutual 1989 - 2002
PLANCO 1986 - 1988
Skills
copywriting, editing,..., brand development, public relations, Copywriting, Corporate Communications, Editing, Marketing, Brand Development, Public Relations, Newsletters, Content Strategy, Strategy, Advertising, Management, Project Management, Brochures, Marketing Communications, Email Marketing, SEO
Education
Gettysburg College 1982 — 1986
Bachelor of Arts, English
Penn Mutual December 2010 - Present
Word Has It June 2002 - December 2010
Lionfield Technology Solutions, Ltd. February 2007 - November 2010
Provident Mutual 1989 - 2002
PLANCO 1986 - 1988
Skills
copywriting, editing,..., brand development, public relations, Copywriting, Corporate Communications, Editing, Marketing, Brand Development, Public Relations, Newsletters, Content Strategy, Strategy, Advertising, Management, Project Management, Brochures, Marketing Communications, Email Marketing, SEO
Education
Gettysburg College 1982 — 1986
Bachelor of Arts, English
Keith Hurst Keith Hurst's Provident Mutual Experience June 1984 - August 1984
Job Actuarial Implementation Manager at The Guardian Life Insurance Company of America
Industry Insurance
Experience
The Guardian Life Insurance Company of America February 2013 - Present
Andesa Services, Inc. May 1997 - February 2013
Penn Mutual June 1986 - May 1997
Union Fidelity June 1985 - August 1985
Provident Mutual June 1984 - August 1984
Skills
Variable Annuities, Actuaries, Fixed Annuities, Ratemaking, Variable Life, Actuarial Science, Pensions, Indexed Annuities, Life Insurance, Insurance, Medicare, Medicare Advantage, Business Requirements, Requirements Gathering, Business Analysis, SDLC, Long-term Care, Health Insurance
Education
The American College of Financial Services 2011 — 2015
CLU®. ChFC®. & ChHC®
Lebanon Valley College 1982 — 1986
B.S., Actuarial Science
The Guardian Life Insurance Company of America February 2013 - Present
Andesa Services, Inc. May 1997 - February 2013
Penn Mutual June 1986 - May 1997
Union Fidelity June 1985 - August 1985
Provident Mutual June 1984 - August 1984
Skills
Variable Annuities, Actuaries, Fixed Annuities, Ratemaking, Variable Life, Actuarial Science, Pensions, Indexed Annuities, Life Insurance, Insurance, Medicare, Medicare Advantage, Business Requirements, Requirements Gathering, Business Analysis, SDLC, Long-term Care, Health Insurance
Education
The American College of Financial Services 2011 — 2015
CLU®. ChFC®. & ChHC®
Lebanon Valley College 1982 — 1986
B.S., Actuarial Science
Richard D Kulik Richard D Kulik's Provident Mutual Experience May 1995 - December 1996
Job Agency Manager at Farmers Insurance
Industry Insurance
Experience
Farmers Insurance September 2012 - Present
Western & Southern Financial Group June 2010 - May 2011
Union Central Life August 2008 - August 2009
Kulik Insurance May 2007 - August 2008
ING September 2006 - May 2007
New England Financial February 2006 - September 2006
Penn Mutual November 2004 - October 2005
Nationwide Provident September 2003 - November 2004
Provident Mutual/Nationwide December 1996 - September 2003
Provident Mutual May 1995 - December 1996
Skills
Insurance
Education
Grove City College 1980 — 1984
BS, BS Computer Systems/Mathematics/Business
Farmers Insurance September 2012 - Present
Western & Southern Financial Group June 2010 - May 2011
Union Central Life August 2008 - August 2009
Kulik Insurance May 2007 - August 2008
ING September 2006 - May 2007
New England Financial February 2006 - September 2006
Penn Mutual November 2004 - October 2005
Nationwide Provident September 2003 - November 2004
Provident Mutual/Nationwide December 1996 - September 2003
Provident Mutual May 1995 - December 1996
Skills
Insurance
Education
Grove City College 1980 — 1984
BS, BS Computer Systems/Mathematics/Business
Fields Leake Fields Leake's Provident Mutual Experience April 1995 - June 1999
Job Managing Partner Futurity First Houston
Industry Financial Services
Experience
FUTURITY FIRST Insurance Group 2012 - Present
Strategic Financial Group / MassMutual January 2011 - August 2012
Mass Mutual Insurance 2004 - 2010
Allmerica Financial July 1999 - December 2003
Provident Mutual April 1995 - June 1999
CIGNA 1982 - 1994
Skills
Insurance, Retirement, Retirement Planning, Strategic Financial..., Fixed Annuities, Investments, Securities, Series 7, Life Insurance, Disability Insurance, Wealth Management, Mutual Funds, Employee Benefits, Estate Planning, 401k, Financial Analysis, Series 6, Long-term Care, Strategic Planning, Series 63, Financial Services, Small Business, IRAs, Term Life Insurance, Health Insurance, Financial Planners, Financial Advisory, Long Term Care Insurance, Wealth, Underwriting, Investment Advisory, Whole Life, Succession Planning, Asset Allocation, Financial Planning
Education
Miami University 1975 — 1979
Bachelor of Philosophy, Liberal Arts/ Political Science/Philosophy
FUTURITY FIRST Insurance Group 2012 - Present
Strategic Financial Group / MassMutual January 2011 - August 2012
Mass Mutual Insurance 2004 - 2010
Allmerica Financial July 1999 - December 2003
Provident Mutual April 1995 - June 1999
CIGNA 1982 - 1994
Skills
Insurance, Retirement, Retirement Planning, Strategic Financial..., Fixed Annuities, Investments, Securities, Series 7, Life Insurance, Disability Insurance, Wealth Management, Mutual Funds, Employee Benefits, Estate Planning, 401k, Financial Analysis, Series 6, Long-term Care, Strategic Planning, Series 63, Financial Services, Small Business, IRAs, Term Life Insurance, Health Insurance, Financial Planners, Financial Advisory, Long Term Care Insurance, Wealth, Underwriting, Investment Advisory, Whole Life, Succession Planning, Asset Allocation, Financial Planning
Education
Miami University 1975 — 1979
Bachelor of Philosophy, Liberal Arts/ Political Science/Philosophy
Steven Schweitzer, CFP, CAIA, AIFA Steven Schweitzer, CFP, CAIA, AIFA's Provident Mutual Experience February 1995 - July 2000
Job Solutions driven Product & Marketing executive with over 20 years of experience in investment & retirement plan services
Industry Financial Services
Experience
Ascensus January 2014 - Present
Ascensus June 2006 - December 2013
Ascensus April 2005 - June 2006
ING March 2004 - April 2005
Delaware Investments July 2000 - March 2004
Provident Mutual February 1995 - July 2000
Skills
Strategic Financial..., Marketing, Product Development, Finance, Retirement, Mutual Funds, 401k, Series 7, Retirement Planning, Pensions, Investments, Series 6, Series 63, Asset Managment, Wealth Management, Investment Advisory, Asset Allocation, ERISA, Investment Strategies, ETFs, Financial Services, Retirement Plan..., Qualified Retirement..., Defined Contribution, Asset Management, Securities, Alternative Investments, Fixed Annuities, FINRA, Separately Managed..., IRAs, Investment Management, Financial Planning
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2004 — 2004
AIFA, Finance
College for Financial Planning 1993 — 1995
CFP, Financial Planning
Ursinus College 1986 — 1990
B.S., Applied Math/Economics
Ascensus January 2014 - Present
Ascensus June 2006 - December 2013
Ascensus April 2005 - June 2006
ING March 2004 - April 2005
Delaware Investments July 2000 - March 2004
Provident Mutual February 1995 - July 2000
Skills
Strategic Financial..., Marketing, Product Development, Finance, Retirement, Mutual Funds, 401k, Series 7, Retirement Planning, Pensions, Investments, Series 6, Series 63, Asset Managment, Wealth Management, Investment Advisory, Asset Allocation, ERISA, Investment Strategies, ETFs, Financial Services, Retirement Plan..., Qualified Retirement..., Defined Contribution, Asset Management, Securities, Alternative Investments, Fixed Annuities, FINRA, Separately Managed..., IRAs, Investment Management, Financial Planning
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2004 — 2004
AIFA, Finance
College for Financial Planning 1993 — 1995
CFP, Financial Planning
Ursinus College 1986 — 1990
B.S., Applied Math/Economics
Ash Ahluwalia Ash Ahluwalia's Provident Mutual Experience 2010 - 2012
Job President at National Social Security Partners, LLC
Industry Financial Services
Experience
National Social Security Partners, LLC 2014 - Present
MetLife 2012 - 2014
Provident Mutual 2010 - 2012
Skills
Certified Financial..., Estate Tax Planning, Finance, Social Security..., Retirement Income..., National Social..., Retirement Planning, Estate Planning, Financial Services, Wealth, Financial Planning, Investments
Education
University of Pennsylvania - The Wharton School 1985 — 1987
Master of Business Administration (M.B.A.), Marketing and Finance
Canadian Institute of Chartered Accountants 1981 — 1984
Chartered Accountant, Accounting
University of Toronto 1977 — 1981
Bachelor of Commerce (B.Com.), Business Administration and Management, General
Martingrove Collegiate 1972 — 1977
High School Diploma, Ontario Scholar
National Social Security Partners, LLC 2014 - Present
MetLife 2012 - 2014
Provident Mutual 2010 - 2012
Skills
Certified Financial..., Estate Tax Planning, Finance, Social Security..., Retirement Income..., National Social..., Retirement Planning, Estate Planning, Financial Services, Wealth, Financial Planning, Investments
Education
University of Pennsylvania - The Wharton School 1985 — 1987
Master of Business Administration (M.B.A.), Marketing and Finance
Canadian Institute of Chartered Accountants 1981 — 1984
Chartered Accountant, Accounting
University of Toronto 1977 — 1981
Bachelor of Commerce (B.Com.), Business Administration and Management, General
Martingrove Collegiate 1972 — 1977
High School Diploma, Ontario Scholar
Tom Blake, AIF®'s Provident Mutual Experience 1990 - 1996
Job Regional Sales Vice President at Securian Financial Group
Industry Financial Services
Experience
Securian Retirement Distributors January 2014 - Present
Securian Retirement Distributors 2008 - December 2013
OneAmerica 1998 - 2007
Transamerica 1996 - 1998
Provident Mutual 1990 - 1996
Skills
Retirement Planning, Retirement, Series 7, 401k, Life Insurance, Series 63, Mutual Funds, Fixed Annuities, Investments, Wealth Management, Strategic Financial..., Insurance, Asset Allocation
Education
Denison University 1980 — 1984
Bachelors of Arts, Economics
Securian Retirement Distributors January 2014 - Present
Securian Retirement Distributors 2008 - December 2013
OneAmerica 1998 - 2007
Transamerica 1996 - 1998
Provident Mutual 1990 - 1996
Skills
Retirement Planning, Retirement, Series 7, 401k, Life Insurance, Series 63, Mutual Funds, Fixed Annuities, Investments, Wealth Management, Strategic Financial..., Insurance, Asset Allocation
Education
Denison University 1980 — 1984
Bachelors of Arts, Economics
David Dorans David Dorans's Provident Mutual Experience 1999 - 2003
Job SVP at Scor Global Life Americas
Industry Insurance
Experience
Scor Global Life Americas August 2012 - Present
Transamerica Re 2003 - July 2012
Provident Mutual Life Insurance Co. 2000 - 2003
Provident Mutual 1999 - 2003
Genworth Financial 1997 - 2000
First Colony Life 1990 - 2000
Education
Duke University 1984 — 1987
Scor Global Life Americas August 2012 - Present
Transamerica Re 2003 - July 2012
Provident Mutual Life Insurance Co. 2000 - 2003
Provident Mutual 1999 - 2003
Genworth Financial 1997 - 2000
First Colony Life 1990 - 2000
Education
Duke University 1984 — 1987
David Merkel David Merkel's Provident Mutual Experience 1992 - 1998
Job Principal of Aleph Investments, LLC
Industry Financial Services
Experience
Aleph Investments, LLC September 2010 - Present
Aleph Blog 2007 - Present
Seeking Alpha 2007 - 2011
Finacorp Securities February 2008 - June 2010
Hovde Financial April 2003 - July 2007
TheStreet.com 2003 - 2007
Dwight Asset Management October 2001 - February 2003
Provident Mutual 1992 - 1998
Provident Mutual Life Insurance Company 1992 - 1998
American International Group 1989 - 1992
Skills
Investments, Equities, Portfolio Management, Valuation, Asset Managment, Economics, Securities, Bonds, Financial Risk, Asset Management, Stocks, Equity Research, Alternative Investments, Equity Valuation, Asset Allocation, Financial Markets, Investment Strategies, Options, Insurance, Finance, Fixed Income, Financial Modeling, Financial Analysis, Risk Analysis, Emerging Markets, Credit Risk, Stock Market, Value Investing, Financial Advisory, Macroeconomics, Hedge Funds, Capital Markets, Investment Management, Start-ups, Strategy, Stock Picking, Reinsurance, Private Equity, Quantitative, Risk Assessment, Fixed Income Trading, Fixed Income Products, Fixed Income Research, Business Modeling, Risk Control, Risk, @Risk, Fixed Income Analysis, Bloomberg
Education
University of California, Davis 1982 — 1986
None, Applied Economics
The Johns Hopkins University 1979 — 1982
BA, MA, Political Economy
Brookfield Central High School 1976 — 1979
High School, High School
Aleph Investments, LLC September 2010 - Present
Aleph Blog 2007 - Present
Seeking Alpha 2007 - 2011
Finacorp Securities February 2008 - June 2010
Hovde Financial April 2003 - July 2007
TheStreet.com 2003 - 2007
Dwight Asset Management October 2001 - February 2003
Provident Mutual 1992 - 1998
Provident Mutual Life Insurance Company 1992 - 1998
American International Group 1989 - 1992
Skills
Investments, Equities, Portfolio Management, Valuation, Asset Managment, Economics, Securities, Bonds, Financial Risk, Asset Management, Stocks, Equity Research, Alternative Investments, Equity Valuation, Asset Allocation, Financial Markets, Investment Strategies, Options, Insurance, Finance, Fixed Income, Financial Modeling, Financial Analysis, Risk Analysis, Emerging Markets, Credit Risk, Stock Market, Value Investing, Financial Advisory, Macroeconomics, Hedge Funds, Capital Markets, Investment Management, Start-ups, Strategy, Stock Picking, Reinsurance, Private Equity, Quantitative, Risk Assessment, Fixed Income Trading, Fixed Income Products, Fixed Income Research, Business Modeling, Risk Control, Risk, @Risk, Fixed Income Analysis, Bloomberg
Education
University of California, Davis 1982 — 1986
None, Applied Economics
The Johns Hopkins University 1979 — 1982
BA, MA, Political Economy
Brookfield Central High School 1976 — 1979
High School, High School
Maria Stewart Maria Stewart's Provident Mutual Experience April 2000 - October 2002
Job Administrative Assistant at Legacy Solutions, Inc.
Industry Financial Services
Experience
Legacy Solutions, Inc. November 2002 - Present
Provident Mutual April 2000 - October 2002
Key Advisors Group April 1999 - July 1999
WSFS Bank April 1999 - July 1999
Prudential Insurance February 1987 - April 1999
Education
American College 1998 — 2002
CLU(R)
Goldey-Beacom College 1994 — 1998
Associates
Life Office Management Institute 1988 — 1996
FLMI/M
Legacy Solutions, Inc. November 2002 - Present
Provident Mutual April 2000 - October 2002
Key Advisors Group April 1999 - July 1999
WSFS Bank April 1999 - July 1999
Prudential Insurance February 1987 - April 1999
Education
American College 1998 — 2002
CLU(R)
Goldey-Beacom College 1994 — 1998
Associates
Life Office Management Institute 1988 — 1996
FLMI/M
Clint Holmes Clint Holmes's Provident Mutual Experience March 1998 - March 2000
Job Wine Maker/Cellar Manager at Vitis Research
Industry Research
Experience
Vitis Research March 2012 - Present
Independent Consulting March 2009 - May 2012
Signature Custom Cabinetry, Inc February 2005 - March 2009
Eagles Wings May 2004 - October 2004
Eastern Air March 2003 - August 2004
Rockingham Group 2000 - 2003
Ray Carr Tire August 2000 - August 2001
SEI March 2000 - August 2000
Provident Mutual March 1998 - March 2000
Prudential Financial June 1996 - May 1997
Skills
Microsoft Excel, Economics, Microsoft Office, Qualitative Research, Macroeconomics, Data Analysis, Research, Statistics, Econometrics, Analysis, Quantitative Research, Development Economics, Non-profits, Access, Fermentations, Winemaking, Wine Tasting, Sales, Nonprofits, Program Management
Education
University of Pittsburgh 1991 — 1996
BA, Economics, Political Science
owen j roberts
Vitis Research March 2012 - Present
Independent Consulting March 2009 - May 2012
Signature Custom Cabinetry, Inc February 2005 - March 2009
Eagles Wings May 2004 - October 2004
Eastern Air March 2003 - August 2004
Rockingham Group 2000 - 2003
Ray Carr Tire August 2000 - August 2001
SEI March 2000 - August 2000
Provident Mutual March 1998 - March 2000
Prudential Financial June 1996 - May 1997
Skills
Microsoft Excel, Economics, Microsoft Office, Qualitative Research, Macroeconomics, Data Analysis, Research, Statistics, Econometrics, Analysis, Quantitative Research, Development Economics, Non-profits, Access, Fermentations, Winemaking, Wine Tasting, Sales, Nonprofits, Program Management
Education
University of Pittsburgh 1991 — 1996
BA, Economics, Political Science
owen j roberts
Robert Mullett, CFP's Provident Mutual Experience April 1993 - August 1999
Job RVP at National Life
Industry Financial Services
Experience
National Life Group January 2013 - Present
Marsh 2010 - September 2012
Lincoln Financial Distributors August 2004 - February 2009
AXA Equitable August 1999 - July 2004
Provident Mutual April 1993 - August 1999
Ameriprise Financial October 1983 - April 1993
Skills
Sales Management, Marketing Strategy, Leadership, Competitive Analysis, Insurance, Product Development, Business Development, Risk Management, New Business Development, Executive Management, Customer Service, Financial Services, Strategy, Account Management, CRM, Relationship Management, Fixed Annuities, Sales, Strategic Financial..., Business Planning, Strategic Planning, Mergers & Acquisitions, Business Strategy, Investments, Life Insurance, Series 6, Retirement, Retirement Planning, Series 63, Long-term Care, 401k, Mutual Funds, Series 7, Disability Insurance, Brokers, Wealth Management, Long Term Care Insurance, Variable Annuities, Term Life Insurance, Underwriting, Financial Planners, Estate Planning, Financial Advisory, Health Insurance, Wealth, Securities, Investment Advisory, Asset Allocation, Financial Planning
Education
College for Financial Planning 1987 — 1988
CFP
University of Evansville 1977 — 1981
B.S. Business, Marketing
Harrison High School 1973 — 1977
National Life Group January 2013 - Present
Marsh 2010 - September 2012
Lincoln Financial Distributors August 2004 - February 2009
AXA Equitable August 1999 - July 2004
Provident Mutual April 1993 - August 1999
Ameriprise Financial October 1983 - April 1993
Skills
Sales Management, Marketing Strategy, Leadership, Competitive Analysis, Insurance, Product Development, Business Development, Risk Management, New Business Development, Executive Management, Customer Service, Financial Services, Strategy, Account Management, CRM, Relationship Management, Fixed Annuities, Sales, Strategic Financial..., Business Planning, Strategic Planning, Mergers & Acquisitions, Business Strategy, Investments, Life Insurance, Series 6, Retirement, Retirement Planning, Series 63, Long-term Care, 401k, Mutual Funds, Series 7, Disability Insurance, Brokers, Wealth Management, Long Term Care Insurance, Variable Annuities, Term Life Insurance, Underwriting, Financial Planners, Estate Planning, Financial Advisory, Health Insurance, Wealth, Securities, Investment Advisory, Asset Allocation, Financial Planning
Education
College for Financial Planning 1987 — 1988
CFP
University of Evansville 1977 — 1981
B.S. Business, Marketing
Harrison High School 1973 — 1977
Meg Evangelist Meg Evangelist's Provident Mutual Experience October 1998 - March 2000
Job Retired HR Vice President, Exelon Corporation
Industry Utilities
Experience
Exelon Corporation October 2001 - Present
Delaware Technical & Community College 2006 - 2011
Provident Mutual October 1998 - March 2000
Vanguard 1995 - 1998
Bishop McDevitt High School 1971 - 1986
Skills
Organizational..., Organizational..., Program Management, Employee Engagement, Leadership Development, Business Process..., Employee Relations, Team Building, Talent Management, Human Resources, Succession Planning, Onboarding, Workforce Planning
Education
Villanova University 1973 — 1976
MA, English
Temple University 1967 — 1971
BS, English
Mount Saint Joseph Academy 1963 — 1967
Exelon Corporation October 2001 - Present
Delaware Technical & Community College 2006 - 2011
Provident Mutual October 1998 - March 2000
Vanguard 1995 - 1998
Bishop McDevitt High School 1971 - 1986
Skills
Organizational..., Organizational..., Program Management, Employee Engagement, Leadership Development, Business Process..., Employee Relations, Team Building, Talent Management, Human Resources, Succession Planning, Onboarding, Workforce Planning
Education
Villanova University 1973 — 1976
MA, English
Temple University 1967 — 1971
BS, English
Mount Saint Joseph Academy 1963 — 1967
Bryan Henry Bryan Henry's Provident Mutual Experience 1997 - 1998
Job VP, Identity & Entitlement Management at Citi
Industry Information Technology and Services
Experience
Citi March 1999 - Present
Provident Mutual 1997 - 1998
MBNA 1989 - 1997
Skills
Risk Management, Information Security, Vendor Management, Business Continuity, Disaster Recovery, Governance, IT Strategy, Information Security..., Leadership, Management, Process Improvement, Program Management, SDLC, Security, Strategy, Business Analysis
Education
University of Delaware 1982 — 1986
BS
Citi March 1999 - Present
Provident Mutual 1997 - 1998
MBNA 1989 - 1997
Skills
Risk Management, Information Security, Vendor Management, Business Continuity, Disaster Recovery, Governance, IT Strategy, Information Security..., Leadership, Management, Process Improvement, Program Management, SDLC, Security, Strategy, Business Analysis
Education
University of Delaware 1982 — 1986
BS
Rachel Gilmore Rachel Gilmore's Provident Mutual Experience 1998 - 2002
Job IT Integration Manager at Fidelity & Guaranty Life
Industry Financial Services
Experience
Fidelity & Guaranty Life April 2015 - Present
Fidelity & Guaranty Life March 2013 - April 2015
Fidelity & Guaranty Life July 2007 - March 2013
Nationwide Financial Network 2004 - 2007
Providentmutual Life Insurance Company 2002 - 2004
Provident Mutual 1998 - 2002
MBNA September 1996 - May 1998
Independence Blue Cross 1978 - 1996
Skills
SDLC, Strategic Financial..., Visio, Insurance, Risk Management, Team Leadership, Budgets, Process Improvement, Business Analysis, Leadership, Change Management
Education
Strayer University 2006 — 2011
MS IS, Information Systems
Eastern University 1995 — 1996
Bachelor of Arts, Organizational Management
Fidelity & Guaranty Life April 2015 - Present
Fidelity & Guaranty Life March 2013 - April 2015
Fidelity & Guaranty Life July 2007 - March 2013
Nationwide Financial Network 2004 - 2007
Providentmutual Life Insurance Company 2002 - 2004
Provident Mutual 1998 - 2002
MBNA September 1996 - May 1998
Independence Blue Cross 1978 - 1996
Skills
SDLC, Strategic Financial..., Visio, Insurance, Risk Management, Team Leadership, Budgets, Process Improvement, Business Analysis, Leadership, Change Management
Education
Strayer University 2006 — 2011
MS IS, Information Systems
Eastern University 1995 — 1996
Bachelor of Arts, Organizational Management
George Brandt CLU George Brandt CLU's Provident Mutual Experience May 1999 - December 2003
Job Disabled/
Industry Financial Services
Experience
Bankers Life and Casualty July 2010 - January 2012
OneAmerica April 2005 - March 2009
OneAmerica April 2005 - March 2009
Nationwide Financial January 2003 - March 2005
Provident Mutual May 1999 - December 2003
Education
University of Minnesota-Duluth 1968 — 1972
BA, Speech Pathology and Audiology
Bankers Life and Casualty July 2010 - January 2012
OneAmerica April 2005 - March 2009
OneAmerica April 2005 - March 2009
Nationwide Financial January 2003 - March 2005
Provident Mutual May 1999 - December 2003
Education
University of Minnesota-Duluth 1968 — 1972
BA, Speech Pathology and Audiology
John Ulicny's Provident Mutual Experience 1986 - 1988
Job Statistical Programmer at Temple University Hospital
Industry Hospital & Health Care
Experience
Temple University Hospital May 2001 - Present
Milliman 1988 - 2001
Provident Mutual 1986 - 1988
Penn Mutual 1983 - 1986
Skills
Clinical Research, Clinical Trials, Data Analysis, Healthcare Information..., Healthcare, Clinical Data Management, SAS, Public Health, Oncology, GCP, EDC, Informatics, SAS programming, Lifesciences, Healthcare Consulting, Statistical Data..., Pharmaceutical Industry, Epidemiology, SAS Programming, Actuarial Science, Statistics
Education
Temple University 1982 — 1983
Master of Science (M.S.), Applied Statistics
Drexel University - College of Business and Administration 1979 — 1982
Bachelor of Science (BS), Business/Managerial Economics
Temple University Hospital May 2001 - Present
Milliman 1988 - 2001
Provident Mutual 1986 - 1988
Penn Mutual 1983 - 1986
Skills
Clinical Research, Clinical Trials, Data Analysis, Healthcare Information..., Healthcare, Clinical Data Management, SAS, Public Health, Oncology, GCP, EDC, Informatics, SAS programming, Lifesciences, Healthcare Consulting, Statistical Data..., Pharmaceutical Industry, Epidemiology, SAS Programming, Actuarial Science, Statistics
Education
Temple University 1982 — 1983
Master of Science (M.S.), Applied Statistics
Drexel University - College of Business and Administration 1979 — 1982
Bachelor of Science (BS), Business/Managerial Economics
John Massolio CLU, ChFC John Massolio CLU, ChFC's Provident Mutual Experience 2001 - 2003
Job Consultant to Advisers and Insurance Agents| Channel Distribution Strategist|Niche Market Expert|TV Sports Statistics
Industry Financial Services
Experience
Brass Ring Financial Solutions February 2015 - Present
Freelance TV Production March 2004 - Present
Insurance Designers of Kansas City 2004 - Present
Nationwide Provident 2002 - 2003
Provident Mutual 2001 - 2003
John Hancock 1998 - 2001
THE BOYLE GROUP, INC. January 1995 - May 1998
John Hancock 1979 - 1991
Skills
Life Insurance, Insurance, Retirement Planning, Fixed Annuities, Marketing, Sales, Long-term Care, Management, Financial Planning, Sports Marketing, Sports, Broadcast Television, Television, Football, Baseball, Statistics, Team Building, Public Speaking, Strategic Planning, Social Media, Financial Services
Education
The American College 1980 — 1989
CLU, Advanced Life Insurance Planning Strategies
The American College 1980 — 1989
ChFC, Financial Counsel and Financial Services
Saint Xavier University 1976 — 1979
B.A., Criminal Justice
University of Illinois - Chicago 1975 — 1976
Evergreen Park Community High School 1971 — 1975
Brass Ring Financial Solutions February 2015 - Present
Freelance TV Production March 2004 - Present
Insurance Designers of Kansas City 2004 - Present
Nationwide Provident 2002 - 2003
Provident Mutual 2001 - 2003
John Hancock 1998 - 2001
THE BOYLE GROUP, INC. January 1995 - May 1998
John Hancock 1979 - 1991
Skills
Life Insurance, Insurance, Retirement Planning, Fixed Annuities, Marketing, Sales, Long-term Care, Management, Financial Planning, Sports Marketing, Sports, Broadcast Television, Television, Football, Baseball, Statistics, Team Building, Public Speaking, Strategic Planning, Social Media, Financial Services
Education
The American College 1980 — 1989
CLU, Advanced Life Insurance Planning Strategies
The American College 1980 — 1989
ChFC, Financial Counsel and Financial Services
Saint Xavier University 1976 — 1979
B.A., Criminal Justice
University of Illinois - Chicago 1975 — 1976
Evergreen Park Community High School 1971 — 1975
Sue Douglass Sue Douglass's Provident Mutual Experience 1988 - 1990
Job Sales
Industry Insurance
Experience
Syndicated Insurance Services April 2011 - Present
Blue Cross Blue Shield 1991 - 1993
Provident Mutual 1988 - 1990
Combined Insurance 1985 - 1988
Skills
Insurance, New Business Development, Marketing Strategy, Project Management, Team Leadership, Change Management, Microsoft Office, Financial Analysis, Team Building, Budgets, Negotiation, Small Business, Business Planning, Marketing, Recruiting, Selling, Sales Management, Sales, Customer Service, Coaching, Management, Leadership, Public Speaking, Fundraising, Contract Negotiation, Account Management, Business Strategy, Process Improvement, Training, Leadership Development, Risk Management, Business Development, Entrepreneurship, Strategy, Social Media Marketing, Marketing Communications, Operations Management, Breathing
Education
Bradley University 1982 — 1985
Syndicated Insurance Services April 2011 - Present
Blue Cross Blue Shield 1991 - 1993
Provident Mutual 1988 - 1990
Combined Insurance 1985 - 1988
Skills
Insurance, New Business Development, Marketing Strategy, Project Management, Team Leadership, Change Management, Microsoft Office, Financial Analysis, Team Building, Budgets, Negotiation, Small Business, Business Planning, Marketing, Recruiting, Selling, Sales Management, Sales, Customer Service, Coaching, Management, Leadership, Public Speaking, Fundraising, Contract Negotiation, Account Management, Business Strategy, Process Improvement, Training, Leadership Development, Risk Management, Business Development, Entrepreneurship, Strategy, Social Media Marketing, Marketing Communications, Operations Management, Breathing
Education
Bradley University 1982 — 1985
Juno Yoon Juno Yoon's Provident Mutual Experience 1998 - 2000
Job Manager at Pro Line Manufacturing Co
Industry Wholesale
Experience
Pro Line Manufacturing Co October 2000 - October 2014
Ramen Xpress 2005 - 2008
Provident Mutual 1998 - 2000
Skills
Footwear, Product Development, Wholesale, Sporting Goods Industry, Inventory Management, Merchandising, Shoes, Sourcing, Strategic Planning, Business Strategy, Retail, Sportswear, Trend, Trend Analysis
Education
Fairleigh Dickinson University
BS, Accounting
Pro Line Manufacturing Co October 2000 - October 2014
Ramen Xpress 2005 - 2008
Provident Mutual 1998 - 2000
Skills
Footwear, Product Development, Wholesale, Sporting Goods Industry, Inventory Management, Merchandising, Shoes, Sourcing, Strategic Planning, Business Strategy, Retail, Sportswear, Trend, Trend Analysis
Education
Fairleigh Dickinson University
BS, Accounting
Chuck Hall Chuck Hall's Provident Mutual Experience 1999 - 2005
Job Consultant, Coach, Connector
Industry Management Consulting
Experience
Your Marketing Exec November 2007 - Present
Novotorium September 2011 - Present
Veg-e Systems May 2013 - December 2014
Faucet Group, LLC March 2013 - December 2014
C Social Systems January 2011 - January 2013
Lincoln Financial Distributors March 2005 - November 2007
Nationwide Provident October 2002 - April 2005
Provident Mutual 1999 - 2005
GE Financial 1998 - 1999
First Colony Life Insurance Company 1998 - 1999
Skills
Entrepreneurship, Marketing Communications, Start-ups, Marketing, Brand Development, Social Media, Public Relations, Advertising, Social Media Marketing, Public Speaking, Leadership, Strategic Planning, Strategy, Social Networking, Marketing Strategy, Thought Leadership, Business Development, Small Business, Strategic Communications, New Media, Online Marketing, Workshop Facilitation, Market Planning, Strategic Partnerships, Event Planning, Change Management, Program Management, Corporate Communications, Training, Event Management, Business Strategy, Email Marketing, Mergers & Acquisitions, Integrated Marketing, Internal Communications, Content Strategy, Digital Strategy, Leadership Development, Direct Marketing, Organizational..., Social Business, Lead Generation, Product Marketing, Newsletters, Brand Management, Digital Marketing, Management Consulting, Content Development, Building Community...
Education
University of Pennsylvania 2001 — 2008
Masters, Organizational Dynamics
Penn State University 1979 — 1983
BA, Journalism
Your Marketing Exec November 2007 - Present
Novotorium September 2011 - Present
Veg-e Systems May 2013 - December 2014
Faucet Group, LLC March 2013 - December 2014
C Social Systems January 2011 - January 2013
Lincoln Financial Distributors March 2005 - November 2007
Nationwide Provident October 2002 - April 2005
Provident Mutual 1999 - 2005
GE Financial 1998 - 1999
First Colony Life Insurance Company 1998 - 1999
Skills
Entrepreneurship, Marketing Communications, Start-ups, Marketing, Brand Development, Social Media, Public Relations, Advertising, Social Media Marketing, Public Speaking, Leadership, Strategic Planning, Strategy, Social Networking, Marketing Strategy, Thought Leadership, Business Development, Small Business, Strategic Communications, New Media, Online Marketing, Workshop Facilitation, Market Planning, Strategic Partnerships, Event Planning, Change Management, Program Management, Corporate Communications, Training, Event Management, Business Strategy, Email Marketing, Mergers & Acquisitions, Integrated Marketing, Internal Communications, Content Strategy, Digital Strategy, Leadership Development, Direct Marketing, Organizational..., Social Business, Lead Generation, Product Marketing, Newsletters, Brand Management, Digital Marketing, Management Consulting, Content Development, Building Community...
Education
University of Pennsylvania 2001 — 2008
Masters, Organizational Dynamics
Penn State University 1979 — 1983
BA, Journalism
Cynthia Turner-Thomas Cynthia Turner-Thomas's Provident Mutual Experience 1989 - 1993
Job Senior Claims Specialist at ACE Group
Industry Insurance
Experience
ACE Group September 2002 - Present
Provident Mutual 1989 - 1993
Skills
Legal Liability, Insurance, Claims Management, Commercial Insurance, General Insurance, Professional Liability, Commercial Lines, Underwriting, Workers Compensation, Litigation Management, Liability, Liability Analysis, Risk Management
Education
Universtiy of Delaware 1977 — 1981
Bachelor of Science, Merchandising
University of Delaware
Bachelor of Science
ACE Group September 2002 - Present
Provident Mutual 1989 - 1993
Skills
Legal Liability, Insurance, Claims Management, Commercial Insurance, General Insurance, Professional Liability, Commercial Lines, Underwriting, Workers Compensation, Litigation Management, Liability, Liability Analysis, Risk Management
Education
Universtiy of Delaware 1977 — 1981
Bachelor of Science, Merchandising
University of Delaware
Bachelor of Science
Jeff Nichols, PMP, SPC Jeff Nichols, PMP, SPC's Provident Mutual Experience 2000 - 2003
Job Experienced IT Leader, Business Partner, Manager, and Consultant.
Industry Insurance
Experience
Travelers June 2013 - Present
Maricom Systems November 2010 - June 2013
PHH ARVAL September 2006 - December 2010
Nationwide Financial Services 2003 - 2006
Provident Mutual 2000 - 2003
DataProfit Solutions August 1998 - October 2000
USF&G 1995 - 1998
Black & Decker 1994 - 1995
Skills
Requirements Analysis, Business Analysis, Process Improvement, Project Management, SDLC, Program Management, Cross-functional Team..., Budgets, Strategy, PMP, Business Process..., Leadership, Risk Management, Management, Rally, SAFe, Agile, SharePoint, Scaled Agile Framework, Agile Methodologies, Business Intelligence, IT Management
Education
Loyola University Maryland 1995 — 1997
MBA, Business Admin, Decision Systems
Towson University 1988 — 1991
BS, Business Management
Travelers June 2013 - Present
Maricom Systems November 2010 - June 2013
PHH ARVAL September 2006 - December 2010
Nationwide Financial Services 2003 - 2006
Provident Mutual 2000 - 2003
DataProfit Solutions August 1998 - October 2000
USF&G 1995 - 1998
Black & Decker 1994 - 1995
Skills
Requirements Analysis, Business Analysis, Process Improvement, Project Management, SDLC, Program Management, Cross-functional Team..., Budgets, Strategy, PMP, Business Process..., Leadership, Risk Management, Management, Rally, SAFe, Agile, SharePoint, Scaled Agile Framework, Agile Methodologies, Business Intelligence, IT Management
Education
Loyola University Maryland 1995 — 1997
MBA, Business Admin, Decision Systems
Towson University 1988 — 1991
BS, Business Management
Melissa Hicks's Provident Mutual Experience January 1996 - January 1997
Job President at Mosaic Marketing
Industry Marketing and Advertising
Experience
Cable and Telecommunications Human Resources Association (CTHRA) October 2003 - Present
American Cable Association 2003 - Present
Mosaic Marketing August 2002 - Present
The Fulton School May 2011 - August 2012
The Fulton School May 2010 - June 2011
Rockwall Area Habitat for Humanity 2009 - 2009
Society of Cable Telecommunications Engineers (SCTE) July 1999 - July 2002
GAMA International September 1997 - July 1999
Provident Mutual January 1996 - January 1997
Kohl's Department Stores January 1993 - January 1996
Skills
Strategic Partnerships, Corporate Branding, Marketing Communications, Marketing Strategy, Team Leader, Public Relations, Creative Direction, Copywriting, Editing, Strategic Planning, Business Strategy, Fundraising, Website Development, Web Content, Media Relations, Building Relationships, Email Marketing, Marketing, Strategy, Budgets, Digital Media, Integrated Marketing, Social Media, Corporate Communications, Online Marketing, Social Media Marketing, Online Advertising, Direct Marketing, Leadership, Digital Marketing, Sales, Non-profits, Recruiting, Customer Service, Public Speaking, Program Management, Product Marketing, Advertising, Event Planning, Internal Communications, Direct Mail, Content Strategy, Human Resources, Sponsorship, Newsletters, Strategic Communications, Social Networking, Brand Development, Nonprofits, Blogging
Education
Indiana University - Kelley School of Business 1989 — 1993
B.S. Business, Marketing
Cable and Telecommunications Human Resources Association (CTHRA) October 2003 - Present
American Cable Association 2003 - Present
Mosaic Marketing August 2002 - Present
The Fulton School May 2011 - August 2012
The Fulton School May 2010 - June 2011
Rockwall Area Habitat for Humanity 2009 - 2009
Society of Cable Telecommunications Engineers (SCTE) July 1999 - July 2002
GAMA International September 1997 - July 1999
Provident Mutual January 1996 - January 1997
Kohl's Department Stores January 1993 - January 1996
Skills
Strategic Partnerships, Corporate Branding, Marketing Communications, Marketing Strategy, Team Leader, Public Relations, Creative Direction, Copywriting, Editing, Strategic Planning, Business Strategy, Fundraising, Website Development, Web Content, Media Relations, Building Relationships, Email Marketing, Marketing, Strategy, Budgets, Digital Media, Integrated Marketing, Social Media, Corporate Communications, Online Marketing, Social Media Marketing, Online Advertising, Direct Marketing, Leadership, Digital Marketing, Sales, Non-profits, Recruiting, Customer Service, Public Speaking, Program Management, Product Marketing, Advertising, Event Planning, Internal Communications, Direct Mail, Content Strategy, Human Resources, Sponsorship, Newsletters, Strategic Communications, Social Networking, Brand Development, Nonprofits, Blogging
Education
Indiana University - Kelley School of Business 1989 — 1993
B.S. Business, Marketing
Stephanie Beck Stephanie Beck's Provident Mutual Experience February 2002 - October 2002
Job Marketing Manager at TVC Communications
Industry Telecommunications
Experience
TVC Communications May 2013 - Present
TVC Communications L.L.C. August 2005 - May 2013
RIPLEY COMPANY February 2003 - August 2005
PROVIDENT MUTUAL February 2002 - October 2002
TVC Communications May 1997 - June 2001
Skills
Marketing Communications, Trade Shows, Promotions, Corporate Communications, Social Media, Social Media Marketing, Marketing Management, Digital Marketing, Email Marketing, Press Releases, Creative Development, Creative Problem Solving, Creative Direction, Marketing Strategy, Product Marketing, Media Relations, Internal Communications, Marketing, Content Strategy, Management, Copywriting, Project Management, Online Marketing, Mobile Devices, Online Advertising, B2B, Strategic Communications, Competitive Analysis
Education
Shippensburg University of Pennsylvania 1989 — 1991
BSBA, Marketing
TVC Communications May 2013 - Present
TVC Communications L.L.C. August 2005 - May 2013
RIPLEY COMPANY February 2003 - August 2005
PROVIDENT MUTUAL February 2002 - October 2002
TVC Communications May 1997 - June 2001
Skills
Marketing Communications, Trade Shows, Promotions, Corporate Communications, Social Media, Social Media Marketing, Marketing Management, Digital Marketing, Email Marketing, Press Releases, Creative Development, Creative Problem Solving, Creative Direction, Marketing Strategy, Product Marketing, Media Relations, Internal Communications, Marketing, Content Strategy, Management, Copywriting, Project Management, Online Marketing, Mobile Devices, Online Advertising, B2B, Strategic Communications, Competitive Analysis
Education
Shippensburg University of Pennsylvania 1989 — 1991
BSBA, Marketing
Jim Mostyn's Provident Mutual Experience 1998 - 2002
Job Data Analyst at Quest Diagnostics
Industry Financial Services
Experience
Quest Diagnostics July 2010 - Present
Nationwide Financial Network (formerly Provident Mutual) 2002 - May 2009
Provident Mutual 1998 - 2002
Delaware Valley Financial Services 1995 - 1998
National Liberty Corp 1977 - 1995
Skills
Business Intelligence, Data Analysis, Data Modeling, Data Warehousing, Databases, Business Analysis, SDLC, Visio, Requirements Analysis, Software Project..., Vendor Management, Requirements Gathering, Analysis, SharePoint, Software Documentation, ETL, Oracle
Education
Duquesne University 1972 — 1976
Quest Diagnostics July 2010 - Present
Nationwide Financial Network (formerly Provident Mutual) 2002 - May 2009
Provident Mutual 1998 - 2002
Delaware Valley Financial Services 1995 - 1998
National Liberty Corp 1977 - 1995
Skills
Business Intelligence, Data Analysis, Data Modeling, Data Warehousing, Databases, Business Analysis, SDLC, Visio, Requirements Analysis, Software Project..., Vendor Management, Requirements Gathering, Analysis, SharePoint, Software Documentation, ETL, Oracle
Education
Duquesne University 1972 — 1976
Ron Hayden's Provident Mutual Experience September 1985 - October 2002
Job Vice President Client Services at InsPro Technologies
Industry Information Technology and Services
Experience
InsPro Technologies June 2007 - Present
Nationwide Financial Network October 2002 - June 2007
Provident Mutual September 1985 - October 2002
Skills
Vendor Management, Business Analysis, Insurance, Program Management, SDLC, Requirements Analysis, Visio, Process Improvement, IT Strategy, Software Documentation, Agile Methodologies, Software Project..., Disaster Recovery, Project Management, Thought Leadership
Education
Burlington County College 1980 — 1984
InsPro Technologies June 2007 - Present
Nationwide Financial Network October 2002 - June 2007
Provident Mutual September 1985 - October 2002
Skills
Vendor Management, Business Analysis, Insurance, Program Management, SDLC, Requirements Analysis, Visio, Process Improvement, IT Strategy, Software Documentation, Agile Methodologies, Software Project..., Disaster Recovery, Project Management, Thought Leadership
Education
Burlington County College 1980 — 1984
Trish Diffendal's Provident Mutual Experience January 1999 - January 2003
Job Account Executive at LyonShare Marketing
Industry Marketing and Advertising
Experience
LyonShare Marketing January 2010 - Present
Lincoln Financial Group 2005-2009 2006 - 2009
Nationwide Provident 2003-2005 2005 - 2006
Nationwide Financial Network 2003 - 2004
Provident Mutual January 1999 - January 2003
Nationwide Provident 1998 - 2003
Provident Mutual August 1984 - September 1999
Provident Mutual January 1997 - January 1998
Provident Mutual January 1996 - January 1997
Provident Mutual January 1989 - January 1996
Skills
Marketing, Project Management, Advertising, Account Management, Market Planning, Marketing Communications, Integrated Marketing, Budgets, Event Planning, Leadership, Management, Marketing Research, Product Launch, Strategic Communications, Strategy
Education
La Salle University 1985 — 1991
Bishop McDevitt High School 1974 — 1978
LaSalle University
Bachelor of Science, Marketing
LyonShare Marketing January 2010 - Present
Lincoln Financial Group 2005-2009 2006 - 2009
Nationwide Provident 2003-2005 2005 - 2006
Nationwide Financial Network 2003 - 2004
Provident Mutual January 1999 - January 2003
Nationwide Provident 1998 - 2003
Provident Mutual August 1984 - September 1999
Provident Mutual January 1997 - January 1998
Provident Mutual January 1996 - January 1997
Provident Mutual January 1989 - January 1996
Skills
Marketing, Project Management, Advertising, Account Management, Market Planning, Marketing Communications, Integrated Marketing, Budgets, Event Planning, Leadership, Management, Marketing Research, Product Launch, Strategic Communications, Strategy
Education
La Salle University 1985 — 1991
Bishop McDevitt High School 1974 — 1978
LaSalle University
Bachelor of Science, Marketing
Kimberly Bryant's Provident Mutual Experience 1999 - 2000
Job Director, Career Services at University of the Sciences
Industry Higher Education
Experience
University of the Sciences in Philadelphia July 2009 - Present
KA Business Solutions May 2014 - Present
5LINX Enterprises Inc. May 2014 - Present
University of the Sciences in Philadelphia March 2008 - July 2009
Skills for Life Program 2003 - 2005
Provident Mutual 1999 - 2000
Skills
Strategic Planning, Student Development, Resume Writing, Career Counseling, Student Services, Organizational..., Interviewing, Communications Strategy, Personnel Development, Personal Branding, Personality Assessment, Student Affairs, Psychotherapy, Interviews, Strategic Communications, Higher Education, Program Development, Curriculum Design, Personal Development, Workshop Facilitation, Career Development, Recruiting, Community Outreach, Leadership Development, Cover Letters, Academic Advising, Job Search Strategies, Career Assessment, Student Engagement, Staff Development, Campus, Student Counseling, Adult Education, Mock Interviews, Higher Education..., Job Search, Program Management, Grant Writing, Public Speaking, Leadership, Nonprofits, Event Planning, Research, Fundraising
Education
Saint Joseph's University 2000 — 2005
M.A., Biology
Miles College 1996 — 1999
B.S., Biology
Mercer University 1994 — 1996
St. Bernard Prep 1990 — 1994
Diploma, High School/Secondary Diplomas and Certificates
University of the Sciences in Philadelphia July 2009 - Present
KA Business Solutions May 2014 - Present
5LINX Enterprises Inc. May 2014 - Present
University of the Sciences in Philadelphia March 2008 - July 2009
Skills for Life Program 2003 - 2005
Provident Mutual 1999 - 2000
Skills
Strategic Planning, Student Development, Resume Writing, Career Counseling, Student Services, Organizational..., Interviewing, Communications Strategy, Personnel Development, Personal Branding, Personality Assessment, Student Affairs, Psychotherapy, Interviews, Strategic Communications, Higher Education, Program Development, Curriculum Design, Personal Development, Workshop Facilitation, Career Development, Recruiting, Community Outreach, Leadership Development, Cover Letters, Academic Advising, Job Search Strategies, Career Assessment, Student Engagement, Staff Development, Campus, Student Counseling, Adult Education, Mock Interviews, Higher Education..., Job Search, Program Management, Grant Writing, Public Speaking, Leadership, Nonprofits, Event Planning, Research, Fundraising
Education
Saint Joseph's University 2000 — 2005
M.A., Biology
Miles College 1996 — 1999
B.S., Biology
Mercer University 1994 — 1996
St. Bernard Prep 1990 — 1994
Diploma, High School/Secondary Diplomas and Certificates
Sarah McGuigan's Provident Mutual Experience 1997 - 2004
Job Chief EOC at US Census Bureau
Industry Government Administration
Experience
US Census Bureau September 2012 - Present
Bureau of the Census March 2004 - September 2012
Bureau of the Census March 2004 - October 2011
Provident Mutual 1997 - 2004
washington post 1985 - 1988
Education
Marymount University 1987 — 1990
MBA, MArketing
Robert Morris University 1979 — 1981
BS, MIS
The George Washington University
MA Cert, IT project mgt
US Census Bureau September 2012 - Present
Bureau of the Census March 2004 - September 2012
Bureau of the Census March 2004 - October 2011
Provident Mutual 1997 - 2004
washington post 1985 - 1988
Education
Marymount University 1987 — 1990
MBA, MArketing
Robert Morris University 1979 — 1981
BS, MIS
The George Washington University
MA Cert, IT project mgt
Joseph Avril's Provident Mutual Experience 1998 - 2003
Job Finance Manager at Bimbo Bakeries USA
Industry Accounting
Experience
Bimbo Bakeries USA February 2011 - Present
Bimbo Bakeries USA January 2009 - February 2011
George Weston Bakeries 2006 - January 2009
ING 2004 - 2006
Temple University Health System 2004 - 2004
Provident Mutual 1998 - 2003
Skills
ERP, Accounting, Management, Essbase, Finance, Manufacturing, Time Management, Forecasting, Financial Analysis, Process Improvement, Sarbanes-Oxley Act, Business Process..., Hyperion Enterprise, Financial Reporting, Teamwork, PeopleSoft, Financial Systems, Variance Analysis, Managerial Finance, Budgets, Financial Modeling
Education
Millersville University of Pennsylvania
Bachelor's degree, Accounting
University of Phoenix
MBA, Technology Management
Bimbo Bakeries USA February 2011 - Present
Bimbo Bakeries USA January 2009 - February 2011
George Weston Bakeries 2006 - January 2009
ING 2004 - 2006
Temple University Health System 2004 - 2004
Provident Mutual 1998 - 2003
Skills
ERP, Accounting, Management, Essbase, Finance, Manufacturing, Time Management, Forecasting, Financial Analysis, Process Improvement, Sarbanes-Oxley Act, Business Process..., Hyperion Enterprise, Financial Reporting, Teamwork, PeopleSoft, Financial Systems, Variance Analysis, Managerial Finance, Budgets, Financial Modeling
Education
Millersville University of Pennsylvania
Bachelor's degree, Accounting
University of Phoenix
MBA, Technology Management
Cynthia Albertini's Provident Mutual Experience 1980 - 2003
Job Senior Programmer/Analyst at Cigna Global Health Benefits
Industry Information Technology and Services
Experience
Cigna Global Health Benefits November 2011 - Present
Apple October 2010 - February 2012
Automated Financial Systems, Inc. (AFS) March 2011 - November 2011
nationwide 1993 - April 2010
Provident Mutual 1980 - 2003
Provident Mutual Insurance 1990 - 1994
Skills
COBOL, Oracle, JCL, Mainframe
Education
Gettysburg College 1976 — 1980
B.A., Mathematics and Business Administration
Cigna Global Health Benefits November 2011 - Present
Apple October 2010 - February 2012
Automated Financial Systems, Inc. (AFS) March 2011 - November 2011
nationwide 1993 - April 2010
Provident Mutual 1980 - 2003
Provident Mutual Insurance 1990 - 1994
Skills
COBOL, Oracle, JCL, Mainframe
Education
Gettysburg College 1976 — 1980
B.A., Mathematics and Business Administration
Patty Dauch's Provident Mutual Experience 1997 - 2008
Job Quality Assurance Manager at InsPro Technologies
Industry Insurance
Experience
InsPro Technologies April 2008 - Present
Nationwide Financial October 2003 - April 2008
Provident Mutual 1997 - 2008
Nationwide Financial Network 1997 - 2008
Education
Connecticut College 1977 — 1981
InsPro Technologies April 2008 - Present
Nationwide Financial October 2003 - April 2008
Provident Mutual 1997 - 2008
Nationwide Financial Network 1997 - 2008
Education
Connecticut College 1977 — 1981
Michelle Cauthorn's Provident Mutual Experience September 1988 - March 2005
Job at
Industry Information Technology and Services
Experience
Citi September 2012 - Present
Technisource October 2008 - May 2012
Provident Mutual September 1988 - March 2005
Education
Delaware Technical and Community College-Stanton-Wilmington
Continuing Education
Gloucester County College
Business Administration and Management, General
Citi September 2012 - Present
Technisource October 2008 - May 2012
Provident Mutual September 1988 - March 2005
Education
Delaware Technical and Community College-Stanton-Wilmington
Continuing Education
Gloucester County College
Business Administration and Management, General
Doug Foster's Provident Mutual Experience 1997 - 2001
Job Director of Risk Management at Janney Montgomery Scott
Industry Financial Services
Experience
Janney Montgomery Scott August 2009 - Present
1717 Capital Management Company July 2002 - November 2008
Nationwide Securities Inc 2003 - 2008
Nationwide Financial Network 2002 - 2008
Nationwide Insurance 2002 - 2008
Nationwide 2001 - 2008
Provident Mutual Life July 1997 - 2002
Provident Mutual 1997 - 2001
Advanta May 1996 - July 1997
Bank of New York (Delaware) September 1987 - May 1997
Skills
Risk Management, Securities, Leadership, Capital Markets, Team Building, Insurance, Management, Series 24, Series 7, FINRA, Mutual Funds, Fixed Annuities, Retirement Planning, AML, Wealth Management, Analysis, Investments, Investment Advisory, Strategic Financial..., Trading, Financial Services, Asset Allocation, Retirement, Equities, Series 6
Education
University of Delaware 1980 — 1984
BS, Criminal Justice
Janney Montgomery Scott August 2009 - Present
1717 Capital Management Company July 2002 - November 2008
Nationwide Securities Inc 2003 - 2008
Nationwide Financial Network 2002 - 2008
Nationwide Insurance 2002 - 2008
Nationwide 2001 - 2008
Provident Mutual Life July 1997 - 2002
Provident Mutual 1997 - 2001
Advanta May 1996 - July 1997
Bank of New York (Delaware) September 1987 - May 1997
Skills
Risk Management, Securities, Leadership, Capital Markets, Team Building, Insurance, Management, Series 24, Series 7, FINRA, Mutual Funds, Fixed Annuities, Retirement Planning, AML, Wealth Management, Analysis, Investments, Investment Advisory, Strategic Financial..., Trading, Financial Services, Asset Allocation, Retirement, Equities, Series 6
Education
University of Delaware 1980 — 1984
BS, Criminal Justice
Deborah Lipsky's Provident Mutual Experience August 1997 - September 1999
Job Senior Meeting Planner/Manager at SEI
Industry Hospitality
Experience
SEI Investments March 2001 - Present
McGettigan Partners 1999 - 2001
Provident Mutual August 1997 - September 1999
Skills
Incentives
Education
American University - Kogod School of Business 1988 — 1992
BS, Marketing
SEI Investments March 2001 - Present
McGettigan Partners 1999 - 2001
Provident Mutual August 1997 - September 1999
Skills
Incentives
Education
American University - Kogod School of Business 1988 — 1992
BS, Marketing
Cindy Rusk's Provident Mutual Experience 1991 - 2001
Job Volunteer ministry
Industry Religious Institutions
Experience
Fishers United Methodist Church December 2006 - Present
Provident Mutual 1991 - 2001
Education
Indiana State University 1968 — 1972
BS, Elementary Education
Fishers United Methodist Church December 2006 - Present
Provident Mutual 1991 - 2001
Education
Indiana State University 1968 — 1972
BS, Elementary Education
Alan Wolberg's Provident Mutual Experience 1993 - 1996
Job Senior Vice President, City National Bank
Industry Financial Services
Experience
City National Bank June 2015 - Present
Merrill Lynch February 2015 - April 2015
First Republic Bank May 2012 - February 2015
The Guardian Life Insurance Company of America February 2012 - May 2012
Morgan Stanley Smith Barney September 2000 - January 2012
Sun Life Financial October 1999 - September 2000
Smith Barney September 1996 - October 1999
Provident Mutual 1993 - 1996
Equitable Life (Axa) 1990 - 1993
Skills
Wealth Management, Estate Planning, Succession Planning, LGBT issues, Charitable Giving..., Financial Planning, Series 7, Series 24, Series 63, Series 65, Series 6, Diversity Training
Education
Brooklyn Law School 1982 — 1985
JD, Corporate Law, Estate and Trust Law
New York University 1978 — 1982
Bachelor of Arts (B.A.), Political Science
City National Bank June 2015 - Present
Merrill Lynch February 2015 - April 2015
First Republic Bank May 2012 - February 2015
The Guardian Life Insurance Company of America February 2012 - May 2012
Morgan Stanley Smith Barney September 2000 - January 2012
Sun Life Financial October 1999 - September 2000
Smith Barney September 1996 - October 1999
Provident Mutual 1993 - 1996
Equitable Life (Axa) 1990 - 1993
Skills
Wealth Management, Estate Planning, Succession Planning, LGBT issues, Charitable Giving..., Financial Planning, Series 7, Series 24, Series 63, Series 65, Series 6, Diversity Training
Education
Brooklyn Law School 1982 — 1985
JD, Corporate Law, Estate and Trust Law
New York University 1978 — 1982
Bachelor of Arts (B.A.), Political Science
Ted Krzyzanowski's Provident Mutual Experience January 2005 - December 2008
Job Benefits Specialist at Marsh McLennan Agency
Industry Insurance
Experience
NIA Group LLC Benefits SpecialistMarsh McLennan AgencyJanuary 2010 - Present
Provident Mutual January 2005 - December 2008
John Hancock January 1982 - January 1984
John Hancock NYC Group Sales Office 1980 - December 1983
Skills
Health Savings Accounts, Employee Benefits
Education
Stony Brook University
BA, History, Secondary Education
NIA Group LLC Benefits SpecialistMarsh McLennan AgencyJanuary 2010 - Present
Provident Mutual January 2005 - December 2008
John Hancock January 1982 - January 1984
John Hancock NYC Group Sales Office 1980 - December 1983
Skills
Health Savings Accounts, Employee Benefits
Education
Stony Brook University
BA, History, Secondary Education
Diane Zyskowski's Provident Mutual Experience October 2000 - December 2002
Job Application Programmer at JPMorgan Chase
Industry Information Technology and Services
Experience
JPMorgan Chase April 2010 - Present
Software Guidance & Assistance August 2009 - April 2010
Nationwide Financial December 2002 - May 2009
Nationwide Financial Services 2002 - May 2009
Provident Mutual October 2000 - December 2002
First USA January 1989 - October 2000
Education
University of Delaware 1971 — 1975
BS, Plant Science
JPMorgan Chase April 2010 - Present
Software Guidance & Assistance August 2009 - April 2010
Nationwide Financial December 2002 - May 2009
Nationwide Financial Services 2002 - May 2009
Provident Mutual October 2000 - December 2002
First USA January 1989 - October 2000
Education
University of Delaware 1971 — 1975
BS, Plant Science
Nancy Stokes's Provident Mutual Experience August 1994 - January 2001
Job Tech Support Analyst at 21st Century Insurance
Industry Information Technology and Services
Experience
21st Century Insurance January 2010 - Present
Checks and Balances August 2005 - March 2008
Nationwide Provident January 2001 - March 2004
Provident Mutual August 1994 - January 2001
Education
University of Delaware 1976 — 1979
BA, Mathmatics
21st Century Insurance January 2010 - Present
Checks and Balances August 2005 - March 2008
Nationwide Provident January 2001 - March 2004
Provident Mutual August 1994 - January 2001
Education
University of Delaware 1976 — 1979
BA, Mathmatics
Ken Adel's Provident Mutual Experience June 1995 - June 1999
Job FSDC at Allstate Financial
Industry Financial Services
Experience
Allstate Financial July 2006 - Present
NY LIFE May 1999 - February 2002
PROVIDENT MUTUAL June 1995 - June 1999
Education
Hofstra University 1966 — 1970
BA, HISTORY
Allstate Financial July 2006 - Present
NY LIFE May 1999 - February 2002
PROVIDENT MUTUAL June 1995 - June 1999
Education
Hofstra University 1966 — 1970
BA, HISTORY
Sandra Gruber's Provident Mutual Experience October 1994 - October 2002
Job Medical Coding and Billing Instructor at CDM Institute
Industry Information Technology and Services
Experience
CDM Institute October 2010 - Present
Nationwide Financial Network October 2002 - January 2009
Nationwide Insurance 1985 - 2009
Provident Mutual October 1994 - October 2002
Covenant Life Insurance Company December 1985 - October 1994
PRESBYTERIAN MINISTERS FUND 1985 - 1994
Education
Rowan College at Gloucester County 1985 — 1994
AAS, Accounting
CDM Institute October 2010 - Present
Nationwide Financial Network October 2002 - January 2009
Nationwide Insurance 1985 - 2009
Provident Mutual October 1994 - October 2002
Covenant Life Insurance Company December 1985 - October 1994
PRESBYTERIAN MINISTERS FUND 1985 - 1994
Education
Rowan College at Gloucester County 1985 — 1994
AAS, Accounting
Jeanette Barham's Provident Mutual Experience 1990 - 2002
Job Underwriting Supervisor at Independence Blue Cross
Industry Insurance
Experience
Independence Blue Cross March 2014 - Present
ACE American Insurance Company November 2011 - March 2014
ACE American Insurance Company June 2009 - December 2012
Nationwide Insurance April 2005 - March 2009
Nationwide 2002 - 2009
Nationwide Financial 2002 - 2009
Provident Mutual 1990 - 2002
Skills
Insurance, Process Improvement, Microsoft Word, Microsoft Office, Fixed Annuities, Financial Services, PowerPoint, Team Building, Mutual Funds, Account Reconciliation, Coaching, Finance, Invoicing, Access, Analysis, Leadership, Life Insurance, Program Management, Public Speaking, Risk Management, Strategic Financial..., Underwriting
Education
Chestnut Hill College 2008 — 2010
Bachelor of Science (B.S.), Accounting
Community College of Philadelphia 2002 — 2008
Associates, Accounting
Independence Blue Cross March 2014 - Present
ACE American Insurance Company November 2011 - March 2014
ACE American Insurance Company June 2009 - December 2012
Nationwide Insurance April 2005 - March 2009
Nationwide 2002 - 2009
Nationwide Financial 2002 - 2009
Provident Mutual 1990 - 2002
Skills
Insurance, Process Improvement, Microsoft Word, Microsoft Office, Fixed Annuities, Financial Services, PowerPoint, Team Building, Mutual Funds, Account Reconciliation, Coaching, Finance, Invoicing, Access, Analysis, Leadership, Life Insurance, Program Management, Public Speaking, Risk Management, Strategic Financial..., Underwriting
Education
Chestnut Hill College 2008 — 2010
Bachelor of Science (B.S.), Accounting
Community College of Philadelphia 2002 — 2008
Associates, Accounting
Meeta Mukherjee's Provident Mutual Experience October 1989 - November 1990
Job Independent Consultant Project Management/Project Coordination
Industry Information Technology and Services
Experience
Self Employed June 2004 - Present
CIGNA Group Insurance January 1999 - May 2004
CoreStates Bank August 1995 - November 1998
Charming Shoppes February 1995 - May 1995
CIGNA November 1990 - February 1995
Provident Mutual October 1989 - November 1990
CIGNA December 1985 - September 1989
Education
Calcutta University
BA
Camden County College
Computer Learning Center
Self Employed June 2004 - Present
CIGNA Group Insurance January 1999 - May 2004
CoreStates Bank August 1995 - November 1998
Charming Shoppes February 1995 - May 1995
CIGNA November 1990 - February 1995
Provident Mutual October 1989 - November 1990
CIGNA December 1985 - September 1989
Education
Calcutta University
BA
Camden County College
Computer Learning Center
Jane Chaballa's Provident Mutual Experience November 1991 - October 2002
Job Sr. Systems Specialist at Nationwide Financial
Industry Insurance
Experience
Nationwide Financial Network October 2002 - May 2009
Provident Mutual November 1991 - October 2002
Compustaff June 1990 - July 1991
Science Press June 1988 - June 1991
Pennsylvania Blue Shield June 1987 - June 1988
Science Press June 1984 - June 1987
Skills
JCL, COBOL, SQL, VSAM, TSO, CICS, Testing, Mainframe
Education
West Chester University of Pennsylvania 1995 — 2000
BS, Computer Science
Penn State University 1982 — 1984
AS, Computer Science
Nationwide Financial Network October 2002 - May 2009
Provident Mutual November 1991 - October 2002
Compustaff June 1990 - July 1991
Science Press June 1988 - June 1991
Pennsylvania Blue Shield June 1987 - June 1988
Science Press June 1984 - June 1987
Skills
JCL, COBOL, SQL, VSAM, TSO, CICS, Testing, Mainframe
Education
West Chester University of Pennsylvania 1995 — 2000
BS, Computer Science
Penn State University 1982 — 1984
AS, Computer Science
Dennis Lynch's Provident Mutual Experience 1987 - 1996
Job President at DPL Retirement Advisors, LLC
Industry Investment Management
Experience
DPL Retirement Advisors, LLC March 2011 - Present
IBA Investment Advisors, LLC July 2008 - March 2011
Sentinel Pension Advisors July 2006 - June 2008
Advisors Capital 2004 - 2006
Oyster Capital Corp. February 1998 - September 2003
CBIZ Retirement Services 2000 - 2003
Provident Mutual 1987 - 1996
The MONY Group 1974 - 1987
United States Marine Corps 1972 - 1974
Skills
Retirement Planning, Retirement, Retirement Plan..., Pensions, Investment Advisory, Portfolio Management, Financial Advisory, Employee Benefits, Investment Management, 401k, Mutual Funds, Investments, Asset Allocation, Wealth Management, Series 63, Asset Management, Securities, Strategic Financial..., Defined Benefit, ERISA
Education
City University of New York
AAS, Business Management
DPL Retirement Advisors, LLC March 2011 - Present
IBA Investment Advisors, LLC July 2008 - March 2011
Sentinel Pension Advisors July 2006 - June 2008
Advisors Capital 2004 - 2006
Oyster Capital Corp. February 1998 - September 2003
CBIZ Retirement Services 2000 - 2003
Provident Mutual 1987 - 1996
The MONY Group 1974 - 1987
United States Marine Corps 1972 - 1974
Skills
Retirement Planning, Retirement, Retirement Plan..., Pensions, Investment Advisory, Portfolio Management, Financial Advisory, Employee Benefits, Investment Management, 401k, Mutual Funds, Investments, Asset Allocation, Wealth Management, Series 63, Asset Management, Securities, Strategic Financial..., Defined Benefit, ERISA
Education
City University of New York
AAS, Business Management
Dennis Tortello's Provident Mutual Experience 1981 - 1989
Job Associate Actuary at ING
Industry Financial Services
Brian Susini's Provident Mutual Experience 1997 - 2004
Job Senior Database Specialist at Lincoln Financial Group
Industry Information Technology and Services
Experience
Lincoln Financial Group September 2009 - Present
Nationwide Financial Network 1997 - September 2009
Nationwide Financial 2004 - 2009
1717 Capital Management 1997 - 2009
Nationwide 1994 - 2009
Nationwide 1994 - 2009
provident mutual life insurance May 1997 - January 2004
Provident Mutual 1997 - 2004
Eclipse Services 1989 - 1997
Education
Drexel University 1986 — 1988
BS, Information Systems
Lincoln Financial Group September 2009 - Present
Nationwide Financial Network 1997 - September 2009
Nationwide Financial 2004 - 2009
1717 Capital Management 1997 - 2009
Nationwide 1994 - 2009
Nationwide 1994 - 2009
provident mutual life insurance May 1997 - January 2004
Provident Mutual 1997 - 2004
Eclipse Services 1989 - 1997
Education
Drexel University 1986 — 1988
BS, Information Systems
Joan McGinnis's Provident Mutual Experience February 1983 - June 1990
Job Account Manager at Great Atlantic Graphics
Industry Printing
Experience
Great Atlantic Graphics Account RepresentativeCentennial Printing Corporation1990 - 1999
Provident Mutual February 1983 - June 1990
Education
Rosemont College
BA, Fine Arts
Great Atlantic Graphics Account RepresentativeCentennial Printing Corporation1990 - 1999
Provident Mutual February 1983 - June 1990
Education
Rosemont College
BA, Fine Arts
Eileen Carroll's Provident Mutual Experience September 1997 - September 2000
Job Client Relationship Manager at Transamerica
Industry Financial Services
Experience
Transamerica Retirement Services September 2000 - Present
Provident Mutual September 1997 - September 2000
The Guardian Life Insurance Company of America April 1996 - March 1997
Skills
Retirement, New Business Development, Pensions, Series 63, CRM, Defined Benefit, Mutual Funds, 401k, Profit Sharing, Retirement Plan..., Financial Services, Defined Contribution, Retirement Planning, Qualified Retirement..., Series 6, Relationship Management, Investments
Education
School of Visual Arts 1979 — 1983
BFA
Transamerica Retirement Services September 2000 - Present
Provident Mutual September 1997 - September 2000
The Guardian Life Insurance Company of America April 1996 - March 1997
Skills
Retirement, New Business Development, Pensions, Series 63, CRM, Defined Benefit, Mutual Funds, 401k, Profit Sharing, Retirement Plan..., Financial Services, Defined Contribution, Retirement Planning, Qualified Retirement..., Series 6, Relationship Management, Investments
Education
School of Visual Arts 1979 — 1983
BFA
Kathryn Wills's Provident Mutual Experience 2000 - 2005
Job Sales Support Specialist at Principal Financial Group
Industry Insurance
Experience
Principal Financial Group March 2006 - Present
Principal Financial Group March 2006 - Present
Provident Mutual 2000 - 2005
Skills
Customer Service, Outlook, Microsoft Word, PowerPoint, Microsoft Excel, Microsoft Office, Event Planning, Marketing, Insurance, Team Building, Lotus Notes, SharePoint, Loma 281, New Business Development, Access, Leadership
Education
Montgomery County Community College
Associates, Computer Applications/Office Procedures
Principal Financial Group March 2006 - Present
Principal Financial Group March 2006 - Present
Provident Mutual 2000 - 2005
Skills
Customer Service, Outlook, Microsoft Word, PowerPoint, Microsoft Excel, Microsoft Office, Event Planning, Marketing, Insurance, Team Building, Lotus Notes, SharePoint, Loma 281, New Business Development, Access, Leadership
Education
Montgomery County Community College
Associates, Computer Applications/Office Procedures
David Voge's Provident Mutual Experience September 1987 - September 1998
Job Investment Management Professional
Industry Investment Management
Experience
MEMBERS Capital Advisors September 1998 - July 2009
CUNA Mutual Group September 1998 - 2009
CUNA Mutual 1998 - 2009
Provident Mutual September 1987 - September 1998
First Peoples Bank of New Jersey April 1984 - September 1987
Westinghouse Credit Corporation September 1982 - April 1984
Skills
Asset Management, Fixed Income, Portfolio Management, Investments, Asset Allocation, Finance, Securities, Wealth Management, Valuation, Investment Strategies, Strategic Financial..., Trading, Asset Managment
Education
Villanova University 1984 — 1986
MBA, Finance
Franklin & Marshall College 1978 — 1982
AB, Business
MEMBERS Capital Advisors September 1998 - July 2009
CUNA Mutual Group September 1998 - 2009
CUNA Mutual 1998 - 2009
Provident Mutual September 1987 - September 1998
First Peoples Bank of New Jersey April 1984 - September 1987
Westinghouse Credit Corporation September 1982 - April 1984
Skills
Asset Management, Fixed Income, Portfolio Management, Investments, Asset Allocation, Finance, Securities, Wealth Management, Valuation, Investment Strategies, Strategic Financial..., Trading, Asset Managment
Education
Villanova University 1984 — 1986
MBA, Finance
Franklin & Marshall College 1978 — 1982
AB, Business
Marianne McKinney, RN's Provident Mutual Experience 1990 - 2004
Job at Divine Providence VillageLife Sharing
Industry Hospital & Health Care
Experience
Divine Providence Village-Life Sharing January 2010 - Present
Delaware County Memorial Hospital June 2008 - June 2009
Provident Mutual 1990 - 2004
Provident Mutual Life Ins. Co. 1990 - 2003
Education
Delaware County Community College 2006 — 2009
AD, Allied Health-Nursing
Penn State University
B.A., French
Divine Providence Village-Life Sharing January 2010 - Present
Delaware County Memorial Hospital June 2008 - June 2009
Provident Mutual 1990 - 2004
Provident Mutual Life Ins. Co. 1990 - 2003
Education
Delaware County Community College 2006 — 2009
AD, Allied Health-Nursing
Penn State University
B.A., French
Marti Wilson's Provident Mutual Experience 1991 - 2000
Job Independent Human Resources Professional
Industry Human Resources
Experience
Johnson & Johnson 1995 - 2000
Provident Mutual 1991 - 2000
SmithKline Beecham 1980 - 1985
Education
Roanoke College 1966 — 1969
BA, Psychology
Johnson & Johnson 1995 - 2000
Provident Mutual 1991 - 2000
SmithKline Beecham 1980 - 1985
Education
Roanoke College 1966 — 1969
BA, Psychology
Paul Desciscio's Provident Mutual Experience August 1996 - December 2000
Job Insurance Agent/Financial Advisor at Independent Insurance Companies
Industry Insurance
Experience
American National Insurance January 2007 - Present
National Lending & Leasing, LLC January 2005 - January 2007
IBC Wonder Bread/Hostess Cake July 2002 - April 2006
Lance SnacksMiddleburg December 2000 - July 2002
Provident Mutual August 1996 - December 2000
Education
The Ohio State University
B.S.B.A., Finance
American National Insurance January 2007 - Present
National Lending & Leasing, LLC January 2005 - January 2007
IBC Wonder Bread/Hostess Cake July 2002 - April 2006
Lance SnacksMiddleburg December 2000 - July 2002
Provident Mutual August 1996 - December 2000
Education
The Ohio State University
B.S.B.A., Finance
Melanie Gimbel's Provident Mutual Experience March 1990 - April 1997
Job Office Manager at Marc P. Gimbel, D.M.D., L.L.C.
Industry Medical Practice
Experience
Marc P. Gimbel, D.M.D., L.L.C. 1997 - Present
Provident Mutual March 1990 - April 1997
Society for Theater Arts Resources February 1989 - March 1990
Beasley, Hewson & Casey June 1987 - February 1989
Pryor, Cashman, Sherman & Flynn June 1986 - June 1987
Skills
Nonprofits, Fundraising, Public Speaking, Non-profits, Event Planning, Community Outreach, Volunteer Management, Grant Writing, Editing, Teaching, Grants, Program Evaluation, Social Services, Leadership Development, Community Organizing, Program Development, Management, Leadership, Research, Microsoft Office, Customer Service, Healthcare, Strategic Planning
Education
State University of New York at Albany 1982 — 1986
Bachelor's degree, History
University at Albany, SUNY 1982 — 1986
B.A., History/English
Marc P. Gimbel, D.M.D., L.L.C. 1997 - Present
Provident Mutual March 1990 - April 1997
Society for Theater Arts Resources February 1989 - March 1990
Beasley, Hewson & Casey June 1987 - February 1989
Pryor, Cashman, Sherman & Flynn June 1986 - June 1987
Skills
Nonprofits, Fundraising, Public Speaking, Non-profits, Event Planning, Community Outreach, Volunteer Management, Grant Writing, Editing, Teaching, Grants, Program Evaluation, Social Services, Leadership Development, Community Organizing, Program Development, Management, Leadership, Research, Microsoft Office, Customer Service, Healthcare, Strategic Planning
Education
State University of New York at Albany 1982 — 1986
Bachelor's degree, History
University at Albany, SUNY 1982 — 1986
B.A., History/English
Kay Walter's Provident Mutual Experience RetiredProvident Mutual1984 - 2004
Job Independent Civic & Social Organization Professional
Industry
Experience
Provident Mutual RetiredProvident Mutual1984 - 2004
Provident Mutual Life Insurance Company 1984 - 2004
Provident Mutual Life 1984 - 2004
Education
Rutgers, The State University of New Jersey-Camden 1958 — 1962
BA, French, English
Provident Mutual RetiredProvident Mutual1984 - 2004
Provident Mutual Life Insurance Company 1984 - 2004
Provident Mutual Life 1984 - 2004
Education
Rutgers, The State University of New Jersey-Camden 1958 — 1962
BA, French, English
Paul Capetola's Provident Mutual Experience March 1991 - August 1997
Job System Analyst at Elwyn
Industry Information Technology and Services
Experience
Elwyn March 2014 - Present
Devereux July 2013 - March 2014
PSC INC. August 1997 - July 2013
Provident Mutual March 1991 - August 1997
PSC Inc October 1985 - March 1991
Skills
Business Analysis, Mental Health..., Business Process..., Management Consulting, Process Improvement, Business Process, Change Management, Program Management, Project Management, Business Intelligence, Consulting, Strategic Planning, Analysis, Access, Accounting, Requirements Analysis, Data Analysis
Education
Eastern University 1977 — 1981
Bachelor of Science (BS), Accounting
Elwyn March 2014 - Present
Devereux July 2013 - March 2014
PSC INC. August 1997 - July 2013
Provident Mutual March 1991 - August 1997
PSC Inc October 1985 - March 1991
Skills
Business Analysis, Mental Health..., Business Process..., Management Consulting, Process Improvement, Business Process, Change Management, Program Management, Project Management, Business Intelligence, Consulting, Strategic Planning, Analysis, Access, Accounting, Requirements Analysis, Data Analysis
Education
Eastern University 1977 — 1981
Bachelor of Science (BS), Accounting
John Marino, CLU's Provident Mutual Experience March 1999 - November 2001
Job Life Wholesaler
Industry Insurance
Experience
Crump Life Insurance Services October 2001 - October 2011
PROVIDENT MUTUAL March 1999 - November 2001
Mass Mutual April 1995 - November 1999
Invest Financial February 1994 - December 1995
The Hartford March 1991 - 1993
Skills
Microsoft CRM, Word, PowerPoint, Excel, Outlook, Insurance
Education
The American College 1983 — 1987
Chartered Life Underwriter, Insurance
Central Connecticut State University 1971 — 1975
B.S. Business, Business
Crump Life Insurance Services October 2001 - October 2011
PROVIDENT MUTUAL March 1999 - November 2001
Mass Mutual April 1995 - November 1999
Invest Financial February 1994 - December 1995
The Hartford March 1991 - 1993
Skills
Microsoft CRM, Word, PowerPoint, Excel, Outlook, Insurance
Education
The American College 1983 — 1987
Chartered Life Underwriter, Insurance
Central Connecticut State University 1971 — 1975
B.S. Business, Business
Frank DePaola's Provident Mutual Experience March 1989 - January 2002
Job Managing Partner, Penn Mutual (PEGG)
Industry Insurance
Experience
Penn Mutual January 2002 - Present
provident mutual March 1989 - January 2002
mony April 1981 - March 1989
Skills
Investments, Insurance, Universal Life, Life Insurance, IRAs, Fixed Annuities, Estate Planning
Education
beckley college 1966 — 1968
Montclair State University
Penn Mutual January 2002 - Present
provident mutual March 1989 - January 2002
mony April 1981 - March 1989
Skills
Investments, Insurance, Universal Life, Life Insurance, IRAs, Fixed Annuities, Estate Planning
Education
beckley college 1966 — 1968
Montclair State University