Rockwell Associates
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Rockwell Associates Employees
Pachulski Stang Ziehl & Jones LLP October 2000 - July 2014
Wall street staffing agency 1999 - 2000
Doherty Funeral Home 1992 - 1998
Rockwell Associates 1986 - 1991
Skills
Secretarial Skills, Property & Casualty..., New Hire Training, Bookkeeping, Customer Service, Microsoft Word, Microsoft Excel, Newsletters, Office Management, Typing, Notary Public
Education
Delaware Technical and Community College-Stanton-Wilmington
Padua Academy
The University of Chicago December 2013 - Present
University of Chicago October 2012 - September 2013
Rockwell Associates February 2011 - December 2011
Crozier Architecture June 2009 - May 2010
Education
Illinois Institute of Technology 2011 — 2013
Master of Architecture (M.Arch.)
Clemson University 2007 — 2010
Bachelor of Art and Architecture, Architecture
Ferris State University 2005 — 2007
Associate's Degree, Applied Science, Architectural Technology
Associate Veterinary Clinics November 2014 - Present
Evan Standerwick September 2014 - Present
Insight for Living Canada August 2013 - June 2014
Tin Pan Alley September 2007 - May 2014
Senior Living Magazine April 2013 - August 2013
Rockwell Associates May 2011 - April 2013
Quiksilver September 2012 - January 2013
Delta Parks Recreation and Culture October 2008 - August 2012
South Delta Minor Hockey Association September 2004 - March 2009
Skills
Marketing, Management, Leadership, Time Management, Teamwork, Sales, Microsoft Excel, Customer Service, Advertising, Nonprofits, Music, Market Research, Close Attention to..., Marketing Communications, Organization, High level of initiative, Event Management, Strategic Planning
Education
Sauder School of Business, University of British Columbia 2009 — 2013
Bachelor of Commerce, Marketing
The University of Queensland 2012 — 2012
Exchange, Marketing
Iron Mountain February 2015 - Present
Iron Mountain February 2010 - January 2015
SEI Investments February 2007 - June 2009
PNC Global Investment Servicing April 2006 - February 2007
Rockwell Associates January 2005 - April 2006
Bank of America September 1997 - April 2005
Skills
Microsoft Office, Salesforce.com, Customer Service, Customer Engagement, Mutual Funds, Business Process, Data Analysis, Process Improvement, Team Building, Operations Management, Financial Services, Leadership, Account Management, Sales, Customer Experience, Microsoft Excel, Management, Relationship Management, Business Analysis, Forecasting, Time Management, Call Centers, Coaching, Vendor Management, Customer Satisfaction, CRM, Change Management, Customer Retention, Team Leadership, Training
Education
Ashford University 2007 — 2007
Rockwell Associates, LLC January 2000 - Present
Rockwell Associates January 2000 - April 2011
Shearon Environmental Design Company, Inc. May 2000 - December 2008
Skills
Expert Witness, Trees, Parks, Landscape Maintenance, Tree Preservation, Landscape Architecture, Tree Planting, Natural Resource..., Arboriculture, Ecology, Landscape Management, Horticulture, Landscaping, Pruning, Plant Identification, Certified Arborist, Restoration, Soil, Environmental Impact..., Forestry, Mitigation, Urban Forestry, Landscape Design, Ecological Restoration, Landscape Ecology, Garden
Education
Paul Smith's College 1993 — 1996
Urban Forestry, Arboriculture & Business Management
Trakas Advisory Group, LLC. September 2012 - Present
Financial Advisors of Delaware Valley January 2007 - September 2012
Key Advisors Group April 2000 - December 2006
Rockwell Associates May 1997 - December 1999
MBNA January 1989 - May 1997
Skills
Financial Planning, Retirement Planning, Investments, 401k, Strategic Financial..., Insurance, Credit Risk, Banking, Retirement, Series 7, Credit, Portfolio Management, Disability Insurance, Credit Analysis, Relationship Management, Risk Management, Financial Services, Mutual Funds, Finance, Loans, Wealth Management, Securities, Asset Management, Financial Risk, Commercial Lending, Retail Banking, Credit Cards
Education
Goldey Beacom College 1986 — 1990
Bachelor of Science, Finance
St. Marks High School 1981 — 1985
Rockwell Associates 2008 - Present
Education
Caravel Academy
Methodist College
The Ready Group / Rockwell Associates April 1984 - Present
Rockwell Associates January 1984 - Present
Skills
Estate Planning, Employee Benefits, Leadership, Life Insurance, 401k, Fixed Annuities, Financial Advisory, Strategic Financial..., Long-term Care, Portfolio Management, Term Life Insurance, Asset Protection
Education
University of Delaware 1976 — 1980
UFinancial Group October 2009 - Present
Rockwell Associates July 1994 - September 2009
Skills
Strategic Financial..., Retirement, Insurance, Securities, Finance, Financial Services, Employee Benefits, Analysis, Retirement Planning, Wealth Management, Fixed Annuities, Mutual Funds, Wealth Accumulation
Education
The American College 2000 — 2010
ChFC, CFP certification requirement, Financial Planning
University of Delaware 1990 — 1993
BS, Finance & Economics
United States Naval Academy 1988 — 1990
Economics
Salesianum High School 1984 — 1988
H.S. Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Binny's Beverage Depot April 2013 - Present
Softchoice March 2012 - April 2013
Rockwell Associates August 2011 - March 2012
Guardian Life Insurance June 2009 - August 2011
Skills
Disability Insurance, Life Insurance, Employee Benefits, Group Insurance, Insurance, Health Savings Accounts, Health Insurance, Critical Illness, Benefits Administration, Term Life Insurance, Microsoft Technologies, Technology Management, Cisco Technologies, Channel Partners
Education
DePaul University 2014 — 2016
Master's Degree, Predictive Analytics
Indiana University Bloomington 2005 — 2009
Bachelor of Science (BS), Business Management, Entrepreneurship
Northwestern High School 2001 — 2005
Avalon Flooring USA October 2013 - Present
ClubZ January 2013 - Present
Rockwell Associates February 2013 - September 2013
Pinnacle Energy September 2012 - January 2013
La Z Boy January 2011 - January 2012
Radio Shack May 2009 - March 2010
Skills
Mathematics, Teaching, Finance, Sales, Interpersonal Skill, Typing, High Organizational..., Time Management, Research Skills, Microsoft Office..., Intermediate Computer..., Management, Sales Management, Retail
Education
Wilmington University 2010 — 2012
Masters of Arts, Education, 3.8
Florida State University 2004 — 2009
Bachelor of Science (B.S.), Physics
Milford Senior High 2000 — 2004
Broadpath, Inc. January 2014 - Present
Cassia Mount Horeb Lodge #273 December 2013 - Present
Time To Keep It Simple May 2013 - Present
Getting Your Phil July 2013 - Present
Sean M. Teaford May 2001 - Present
Broadpath, Inc. October 2013 - January 2014
Rockwell Associates January 2013 - April 2013
Gutenberg Communications September 2008 - December 2011
Hirco January 2007 - August 2008
Endicott College September 2002 - May 2005
Skills
Editing, Writing, Creative Writing, Publishing, Research, Public Relations, Public Speaking, Social Media, Media Relations, Microsoft Office, Corporate Communications, Strategic Communications, Advertising, Social Media Marketing, Non-profits, Publications, Blogging, Fundraising, Proofreading, Journalism, Copy Editing, SEO, Community Outreach, Books, Event Management, Photography, Social Networking, Facebook, Nonprofits, Online Marketing, New Media, Content Development, Press Releases, Magazines, WordPress, Marketing, Feature Articles, Crisis Communications, Publicity, Marketing Communications, Web Content, Internal Communications, Event Planning, Newsletters, Copywriting, New Business Development, Editorial, Marketing Strategy, Content Strategy, Digital Media
Education
Rosemont College 2006 — 2008
MFA, Creative Writing
Endicott College 2001 — 2005
BA, English
J.P. Morgan October 2012 - Present
Rockwell Associates April 2011 - October 2012
Education
University of Delaware - Lerner College of Business and Economics
Bachelor of Science (B.S.), Finance
Delaware Investments, a member of the Macquarie Group August 2012 - Present
Rockwell Associates May 2010 - August 2012
Skills
Series 6, Series 63
Education
University of Delaware - Lerner College of Business and Economics 2006 — 2010
Bachelor of Science, Finance and Marketing
J.P. Morgan November 2009 - Present
Rockwell Associates October 2004 - November 2009
Kelly's Logan House October 1998 - September 2005
Investor Responsibility Research Center June 2002 - August 2002
First Union Securities June 2001 - August 2001
Skills
401k, Strategic Financial..., Program Management, Leadership, Retirement Planning, Strategic Planning, Financial Services, Management, Training, Finance, Microsoft Excel, Customer Service, Insurance, Marketing, Sales, Research, Microsoft Word
Education
University of Delaware 1996 — 2002
BSBA, Finance
Salesianum High School 1992 — 1996
Rockwell Associates March 2009 - Present
Edward Jones Investments November 2006 - February 2009
JP Morgan Chase March 1999 - March 2006
CoreStates Financial Corp November 1989 - June 1998
Skills
Investments, Financial Services, Finance, Pensions, FINRA, Program Management, Health Insurance, Tax, Investment Properties, Banking
Education
Syracuse University 1984 — 1989
The Maxwell School at Syracuse University 1984 — 1989
Bachelor of Arts (B.A.), Economics
Valerio Dewalt Train September 1997 - Present
Knight Architects Engineers Planners May 1994 - September 1997
Rockwell Associates August 1993 - May 1994
The Renshaw Firm 1991 - 1992
Skills
Sustainable Design, LEED AP, Architectural Design, Submittals, LEED, Design Research, Mixed-use, Space-planning, Green Building, Comprehensive Planning, Sustainability, Construction, Architecture, AutoCAD Architecture, Architectural Drawings, Renovation, Interior Design, Interior Architecture, AIA, Construction Drawings, Space planning, Construction..., Construction Management, Rendering, Adaptive Reuse, Landscape Architecture, LEED Accredited, Building Codes, Site Planning, CAD, Sustainable Architecture, Urban Planning, Architectures, Concept Design, Space Planning, Sketching
Education
University of Arkansas 1988 — 1993
B. ARCH, Architecture
Malvern High School 1985 — 1988
High School
Wienken Associates/uFinancial September 2009 - Present
Rockwell Associates April 1994 - September 2009
Rockwell Associates March 1994 - September 2009
Education
University of Delaware 1991 — 1993
B.S., Finance & Economics
United States Naval Academy 1988 — 1990
Economics
Broadpath PR January 2014 - Present
Time To Keep It Simple May 2013 - Present
Getting Your Phil July 2013 - Present
Sean M. Teaford May 2001 - Present
Broadpath PR October 2013 - December 2013
Rockwell Associates January 2013 - April 2013
Rotary Club of Bala Cynwyd - Narberth 2013 - 2013
New York Life Insurance Company 2012 - 2012
Gutenberg Communications September 2008 - December 2011
T4D, LLC April 2006 - December 2011
Skills
Writing, Creative Writing, Editing, Teaching, Social Media, Social Media Marketing, Social Networking, LinkedIn, Facebook, Twitter, Blogger, Public Speaking, Public Relations, Life Insurance, Fixed Annuities, Marketing Communications, Corporate Communications, Community Service, Jewish Studies, Genealogy, History, Research, Online Research, Journalism, Higher Education, Poetry, Travel, Photography, Business Networking, Internal Communications, Communication Skills, Strategic Public..., Social Media Consulting, Corporate Social Media, Expense Reports, Microsoft Office, BusinessWire, Factiva, Cision, HARO, Media Relations, Freelance Writing, Blogging, Books, WordPress, Newsletters, Publishing, Proofreading, Magazines, Publicity
Education
Rosemont College 2006 — 2008
MFA, Creative Writing
Endicott College 2001 — 2005
BA, English
Norwich University 2000 — 2001
N/A, History
Radnor High School 1996 — 2000
High School Diploma, N/A
Thomas Aquinas College 1999 — 1999
N/A, Liberal Arts
Rockwell Associates January 2014 - Present
SWAN Financial Group June 2010 - Present
Delaware College Investment Plan January 2009 - Present
Delaware State University March 2005 - Present
Echeverri Financial Services, Inc January 2001 - June 2010
Skills
Strategic Planning, Strategy, Investments, Finance, Small Business, Strategic Financial..., Management, Grant Writing, Teaching, Program Management, Human Resources, Research, Marketing, Budgets, Customer Service, Executive Management, Higher Education, Financial Analysis, Event Planning, Nonprofits, Leadership, Organizational...
Education
Delaware State University 2006 — 2008
MBA, Business Administration