Roster Financial
Roster Financial List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Roster Financial. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Roster Financial Salaries. You can even request information on how much does Roster Financial pay if you want to. Learn about salaries, pros and cons of working for Roster Financial directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
48 Roster Financial employees in database. Find out everything there's to know about Roster Financial employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Roster Financial Employees
Employee
Years
Job
Industry
James Jim Martin II, CLU, ChFC James Jim Martin II, CLU, ChFC's Roster Financial Experience 2003 - 2008
Job Regional Vice President at Ash Brokerage specializing in Annuities | Relationship Building | Public Speaking
Industry Financial Services
Experience
Ash Brokerage July 2013 - Present
Highland Capital Brokerage January 2011 - July 2013
Roster Financial 2003 - 2008
TPS Brokerage- Tax Planning Seminars March 1991 - November 2003
Toner Organization 1989 - 1991
Toner Organization 1989 - 1991
Toner Organization 1989 - 1991
Skills
Fixed Annuities, Life Insurance, Retirement, Retirement Planning, Insurance, Long-term Care, Variable Annuities, Financial Planners, Disability Insurance, Whole Life, Universal Life, Wealth Management, Series 6, Public Speaking, Sales Management, Long Term Care Insurance, Underwriting, Series 7, Marketing Strategy, Brokers, Mutual Funds, Term Life Insurance, Series 63, IRAs, 401k, Health Insurance, Personal Finance, FINRA, Business Relationship..., Marketing Communications, Product Marketing, Estate Planning, Strategic Financial..., Writing, Annuities, Long Term Care, Public, Life & Health Insurance..., Wealth, Series 65, Financial Planning, Financial Services, Financial Advisory, Qualified Retirement...
Education
Penn State University 1977 — 1982
Bachelor of Science (BS), Insurance
Montour High School 1973 — 1977
Academic Diploma
Ash Brokerage July 2013 - Present
Highland Capital Brokerage January 2011 - July 2013
Roster Financial 2003 - 2008
TPS Brokerage- Tax Planning Seminars March 1991 - November 2003
Toner Organization 1989 - 1991
Toner Organization 1989 - 1991
Toner Organization 1989 - 1991
Skills
Fixed Annuities, Life Insurance, Retirement, Retirement Planning, Insurance, Long-term Care, Variable Annuities, Financial Planners, Disability Insurance, Whole Life, Universal Life, Wealth Management, Series 6, Public Speaking, Sales Management, Long Term Care Insurance, Underwriting, Series 7, Marketing Strategy, Brokers, Mutual Funds, Term Life Insurance, Series 63, IRAs, 401k, Health Insurance, Personal Finance, FINRA, Business Relationship..., Marketing Communications, Product Marketing, Estate Planning, Strategic Financial..., Writing, Annuities, Long Term Care, Public, Life & Health Insurance..., Wealth, Series 65, Financial Planning, Financial Services, Financial Advisory, Qualified Retirement...
Education
Penn State University 1977 — 1982
Bachelor of Science (BS), Insurance
Montour High School 1973 — 1977
Academic Diploma
Andrew Pagnotta Andrew Pagnotta's Roster Financial Experience May 2007 - June 2008
Job Control Account Manager at Mission Solutions Engineering, LLC
Industry Computer Software
Experience
Mission Solutions Engineering, LLC March 2010 - Present
Merrill Lynch October 2008 - July 2009
Roster Financial May 2007 - June 2008
Skills
Earned Value Management, Management, MS Project, Program Management, Project Management, Project Planning, Finance, Process Improvement, Software Project..., Microsoft Office, Microsoft Excel, Microsoft Word, Financial Services, Financial Analysis, Financial Reporting, Project Estimation, Business Analysis, Leadership, Variance Analysis, SharePoint, Proposal Writing, Engineering Management, Government Contracting, Technical Leadership, Personnel Management, Microsoft Project
Education
Rowan University 2004 — 2008
Bachelor of Science (B.S.), Business Administration and Management, General
Mission Solutions Engineering, LLC March 2010 - Present
Merrill Lynch October 2008 - July 2009
Roster Financial May 2007 - June 2008
Skills
Earned Value Management, Management, MS Project, Program Management, Project Management, Project Planning, Finance, Process Improvement, Software Project..., Microsoft Office, Microsoft Excel, Microsoft Word, Financial Services, Financial Analysis, Financial Reporting, Project Estimation, Business Analysis, Leadership, Variance Analysis, SharePoint, Proposal Writing, Engineering Management, Government Contracting, Technical Leadership, Personnel Management, Microsoft Project
Education
Rowan University 2004 — 2008
Bachelor of Science (B.S.), Business Administration and Management, General
Kimberly Wilcox, LUTCF Kimberly Wilcox, LUTCF's Roster Financial Experience January 2008 - December 2009
Job Helping agents find solutions for their clients.
Industry Insurance
Experience
Innovative Underwriters January 2000 - Present
Roster Financial January 2008 - December 2009
Skills
Fixed Annuities, Estate Planning, Disability Insurance, Long Term Care Insurance, Life Insurance, Retirement, Long-term Care, Insurance, Retirement Planning, Employee Benefits, Term Life Insurance, Universal Life, Series 63, Wealth Management, Series 7, Whole Life, 401k, Mutual Funds, Strategic Financial..., Variable Annuities, Health Insurance, Critical Illness, Wealth, Financial Planners, IRAs, Health Savings Accounts
Education
Moravian College 1990 — 1992
Music Education
The American College
LUTCF
Innovative Underwriters January 2000 - Present
Roster Financial January 2008 - December 2009
Skills
Fixed Annuities, Estate Planning, Disability Insurance, Long Term Care Insurance, Life Insurance, Retirement, Long-term Care, Insurance, Retirement Planning, Employee Benefits, Term Life Insurance, Universal Life, Series 63, Wealth Management, Series 7, Whole Life, 401k, Mutual Funds, Strategic Financial..., Variable Annuities, Health Insurance, Critical Illness, Wealth, Financial Planners, IRAs, Health Savings Accounts
Education
Moravian College 1990 — 1992
Music Education
The American College
LUTCF
Justin McLaughlin Justin McLaughlin's Roster Financial Experience May 2007 - December 2007
Job Agency Principal at McLaughlin Associates
Industry Insurance
Experience
McLaughlin Associates November 2013 - Present
First Allied Securities July 2011 - January 2013
Advisors Asset Management, Inc. July 2010 - June 2011
Waddell & Reed November 2008 - May 2010
Roster Financial May 2007 - December 2007
Skills
Strategic Financial..., Finance, Accounts Payable, Financial Planning, Retirement Planning, Analysis, Sales, Bonds, Mutual Funds, Wealth Management, Investments, Securities, Equities, Financial Risk, Asset Management, Financial Services, Portfolio Management, Series 7, Fixed Income, Financial Analysis, Real Estate, Financial Modeling, Series 63, Bloomberg
Education
La Salle University 2004 — 2008
Bachelor of Science, Finance
La Salle University 2004 — 2008
Bachelor of Science (BS), Finance, General
McLaughlin Associates November 2013 - Present
First Allied Securities July 2011 - January 2013
Advisors Asset Management, Inc. July 2010 - June 2011
Waddell & Reed November 2008 - May 2010
Roster Financial May 2007 - December 2007
Skills
Strategic Financial..., Finance, Accounts Payable, Financial Planning, Retirement Planning, Analysis, Sales, Bonds, Mutual Funds, Wealth Management, Investments, Securities, Equities, Financial Risk, Asset Management, Financial Services, Portfolio Management, Series 7, Fixed Income, Financial Analysis, Real Estate, Financial Modeling, Series 63, Bloomberg
Education
La Salle University 2004 — 2008
Bachelor of Science, Finance
La Salle University 2004 — 2008
Bachelor of Science (BS), Finance, General
Dennis Noad Dennis Noad's Roster Financial Experience May 2008 - September 2008
Job
Industry Hospitality
Experience
Campus Calendars LLC March 2009 - September 2012
Roster Financial May 2008 - September 2008
Hartford Life May 2006 - September 2007
Education
Temple University - Fox School of Business and Management 2005 — 2010
BBA
Campus Calendars LLC March 2009 - September 2012
Roster Financial May 2008 - September 2008
Hartford Life May 2006 - September 2007
Education
Temple University - Fox School of Business and Management 2005 — 2010
BBA
Cheryl Carr Cheryl Carr's Roster Financial Experience October 1988 - May 2001
Job National Sales Director at Safe Harbor Financial
Industry Insurance
Experience
Self-employed September 2011 - Present
Safe Harbor Financial September 2011 - Present
Carr Financial & Estate Planning May 2001 - Present
Roster Financial October 1988 - May 2001
Skills
Sales Management, New Business Development, Account Management, Sales, Marketing Strategy, Negotiation, Customer Service, Life Insurance, Strategic Planning, Fixed Annuities, Retirement, Small Business, Long-term Care
Education
Gloucester City High School
The American College
RICP
Self-employed September 2011 - Present
Safe Harbor Financial September 2011 - Present
Carr Financial & Estate Planning May 2001 - Present
Roster Financial October 1988 - May 2001
Skills
Sales Management, New Business Development, Account Management, Sales, Marketing Strategy, Negotiation, Customer Service, Life Insurance, Strategic Planning, Fixed Annuities, Retirement, Small Business, Long-term Care
Education
Gloucester City High School
The American College
RICP
Steve Yayac MBA Steve Yayac MBA's Roster Financial Experience 2011 - 2011
Job Director of Finance at Cardone Industries, Inc.
Industry Automotive
Experience
Cardone Industries March 2014 - Present
Cardone Industries March 2013 - March 2014
Cardone Industries July 2011 - February 2013
Roster Financial 2011 - 2011
Skills
Financial Analysis, Managerial Finance, Financial Modeling, Strategic Financial..., Forecasting, Budgets, Accounting, Inventory Management, Microsoft Excel, Operations Management, Team Building, Strategic Planning, Coaching, Customer Service, Variance Analysis, Capital Budgeting, Microsoft Office, Sales Management, PowerPoint, Cost Accounting, Financial Reporting, Process Improvement
Education
University of Massachusetts at Lowell 2011 — 2012
Master of Business Administration (M.B.A.), Accounting and Finance
Rutgers, The State University of New Jersey - Rutgers Business School 2008 — 2010
Bachelor of Applied Science (B.A.Sc.), Accounting and Finance
Cardone Industries March 2014 - Present
Cardone Industries March 2013 - March 2014
Cardone Industries July 2011 - February 2013
Roster Financial 2011 - 2011
Skills
Financial Analysis, Managerial Finance, Financial Modeling, Strategic Financial..., Forecasting, Budgets, Accounting, Inventory Management, Microsoft Excel, Operations Management, Team Building, Strategic Planning, Coaching, Customer Service, Variance Analysis, Capital Budgeting, Microsoft Office, Sales Management, PowerPoint, Cost Accounting, Financial Reporting, Process Improvement
Education
University of Massachusetts at Lowell 2011 — 2012
Master of Business Administration (M.B.A.), Accounting and Finance
Rutgers, The State University of New Jersey - Rutgers Business School 2008 — 2010
Bachelor of Applied Science (B.A.Sc.), Accounting and Finance
Drew Blagojevic Drew Blagojevic's Roster Financial Experience September 2012 - June 2013
Job Financial Specialist with PNC Bank
Industry Financial Services
Experience
PNC April 2014 - Present
Roster Financial September 2012 - June 2013
Aflac June 2010 - January 2013
AIG American General October 2007 - June 2009
Lincoln Financial Distributors October 2003 - September 2007
Delaware Investments March 2001 - October 2003
First Investors 2000 - 2000
Northwestern Mutual 1997 - 1999
Skills
Finance, Small Business, Employee Benefits, Financial Advisory, Financial Planning, Financial Services, Health Insurance, Fixed Annuities, Long-term Care, Retirement, Mutual Funds, Sales, Retirement Planning, Series 6, Series 63, Wealth, Term Life Insurance
Education
Centenary College 1994 — 1997
BS
Bucks County Community College 1992 — 1994
Assoc.
Rutgers, The State University of New Jersey-Newark 1990 — 1992
Central Bucks High School East 1987 — 1990
Diploma
PNC April 2014 - Present
Roster Financial September 2012 - June 2013
Aflac June 2010 - January 2013
AIG American General October 2007 - June 2009
Lincoln Financial Distributors October 2003 - September 2007
Delaware Investments March 2001 - October 2003
First Investors 2000 - 2000
Northwestern Mutual 1997 - 1999
Skills
Finance, Small Business, Employee Benefits, Financial Advisory, Financial Planning, Financial Services, Health Insurance, Fixed Annuities, Long-term Care, Retirement, Mutual Funds, Sales, Retirement Planning, Series 6, Series 63, Wealth, Term Life Insurance
Education
Centenary College 1994 — 1997
BS
Bucks County Community College 1992 — 1994
Assoc.
Rutgers, The State University of New Jersey-Newark 1990 — 1992
Central Bucks High School East 1987 — 1990
Diploma
Tom Yacovino's Roster Financial Experience 2012 - Present
Job President at Roster Financial
Industry Financial Services
Experience
Roster Financial 2012 - Present
Independent Financial Services Executive April 2012 - July 2012
Wells Fargo Advisors, LLC August 2010 - April 2012
Wells Fargo Advisors June 2009 - August 2010
Wachovia Securities 2008 - 2009
A.G. Edwards & Sons, Inc. October 1993 - May 2008
Merrill Lynch April 1987 - October 1993
Skills
Strategic Planning, Product Development, Series 7, Insurance, Long Term Care, Annuities, Retirement Planning, Risk Management, Series 66, Mutual Funds, Long-term Care, Fixed Annuities, Financial Services, Investments, Life Insurance, Retirement
Education
Fordham Gabelli School of Business 1985 — 1988
Master of Business Administration, Finance
University of Notre Dame 1977 — 1981
Bachelor of Business Administration, Finance
St. Joseph
Roster Financial 2012 - Present
Independent Financial Services Executive April 2012 - July 2012
Wells Fargo Advisors, LLC August 2010 - April 2012
Wells Fargo Advisors June 2009 - August 2010
Wachovia Securities 2008 - 2009
A.G. Edwards & Sons, Inc. October 1993 - May 2008
Merrill Lynch April 1987 - October 1993
Skills
Strategic Planning, Product Development, Series 7, Insurance, Long Term Care, Annuities, Retirement Planning, Risk Management, Series 66, Mutual Funds, Long-term Care, Fixed Annuities, Financial Services, Investments, Life Insurance, Retirement
Education
Fordham Gabelli School of Business 1985 — 1988
Master of Business Administration, Finance
University of Notre Dame 1977 — 1981
Bachelor of Business Administration, Finance
St. Joseph
Cheryl Carr Cheryl Carr's Roster Financial Experience October 1988 - June 2001
Job Owner, Carr Financial Services
Industry Insurance
Experience
Safe Harbor Financial September 2011 - Present
Carr Financial Services June 2001 - Present
Roster Financial October 1988 - June 2001
Roster Financial October 1988 - April 2001
Skills
Long-term Care, Fixed Annuities, Retirement Planning, Wealth Management, Health Insurance, Strategic Planning, Estate Planning, Retirement, Insurance, Disability Insurance, Wealth, Sales, 401k, Universal Life, Term Life Insurance, Wealth Accumulation, Life Insurance, Financial Planners, Strategic Financial..., Roth IRA, Marketing, Small Business, Health Savings Accounts, Medicare, Whole Life, Long Term Care Insurance, IRAs, Brokers, Variable Annuities, Employee Benefits
Education
The American College 2013 — 2016
in process, Insurance
Gloucester High 1975 — 1979
Business Administration and Management, General, 12
Safe Harbor Financial September 2011 - Present
Carr Financial Services June 2001 - Present
Roster Financial October 1988 - June 2001
Roster Financial October 1988 - April 2001
Skills
Long-term Care, Fixed Annuities, Retirement Planning, Wealth Management, Health Insurance, Strategic Planning, Estate Planning, Retirement, Insurance, Disability Insurance, Wealth, Sales, 401k, Universal Life, Term Life Insurance, Wealth Accumulation, Life Insurance, Financial Planners, Strategic Financial..., Roth IRA, Marketing, Small Business, Health Savings Accounts, Medicare, Whole Life, Long Term Care Insurance, IRAs, Brokers, Variable Annuities, Employee Benefits
Education
The American College 2013 — 2016
in process, Insurance
Gloucester High 1975 — 1979
Business Administration and Management, General, 12
David Hartmann David Hartmann's Roster Financial Experience November 2007 - December 2012
Job Project Manager
Industry Information Technology and Services
Experience
Roster Financial November 2007 - December 2012
Gartmore Investment Management US January 2000 - November 2007
Knightsbridge Solutions LLC February 1998 - September 1999
CNA Insurance October 1995 - February 1998
Continental Insurance Companies June 1987 - October 1995
Skills
Data Management, Insurance, Data Warehousing, Business Analysis, Team Building, Vendor Management, SQL, Problem Solving, Data Integration, Disaster Recovery, IT Management, Cloud Computing, Enterprise Software, Management, IT Strategy, Databases, CRM, Project Management, Leadership, SDLC, Integration
Education
Rider University
BS, Business, Economics
Roster Financial November 2007 - December 2012
Gartmore Investment Management US January 2000 - November 2007
Knightsbridge Solutions LLC February 1998 - September 1999
CNA Insurance October 1995 - February 1998
Continental Insurance Companies June 1987 - October 1995
Skills
Data Management, Insurance, Data Warehousing, Business Analysis, Team Building, Vendor Management, SQL, Problem Solving, Data Integration, Disaster Recovery, IT Management, Cloud Computing, Enterprise Software, Management, IT Strategy, Databases, CRM, Project Management, Leadership, SDLC, Integration
Education
Rider University
BS, Business, Economics
Lisa Wyllie Lisa Wyllie's Roster Financial Experience September 2011 - Present
Job Licensing Specialist at Roster Financial
Industry Insurance
Experience
Roster Financial September 2011 - Present
Skills
Fixed Annuities, Insurance, Life Insurance
Education
Gloucester County College 1999 — 2001
Roster Financial September 2011 - Present
Skills
Fixed Annuities, Insurance, Life Insurance
Education
Gloucester County College 1999 — 2001
Chris Malmstrom Chris Malmstrom's Roster Financial Experience 2001 - 2007
Job Helping independent insurance agents build their business.
Industry Insurance
Experience
Alpine Brokerage Services, LLC December 2014 - Present
Alpine Brokerage Services, LLC November 2013 - December 2014
Looking for a new challenge February 2012 - November 2013
Associated Life Brokerage, Inc. April 2011 - January 2012
Highland Capital Brokerage August 2010 - February 2011
Allianz Life January 2007 - August 2010
Roster Financial 2001 - 2007
Roster Financial 2001 - 2003
Roster Financial 2000 - 2003
Roster Financial 1998 - 2001
Skills
Fixed Annuities, Health Insurance, Strategic Financial..., Investments, Insurance, Underwriting, Series 63, Term Life Insurance, Estate Planning, Retirement, Retirement Planning, Brokers, Marketing, Risk Management, 401k, Employee Benefits, Life Insurance, Disability Insurance, Business Development, Long-term Care, Mutual Funds, Sales, Wealth, Executive Management, Strategic Planning, Training, IRAs, Long Term Care Insurance, Series 6, Financial Planners, Whole Life, Wealth Management, Universal Life, Series 7, Critical Illness, Financial Services, Variable Annuities, Securities, Pensions, Financial Advisory, Asset Allocation, Small Business, Life & Health Insurance..., Investment Advisory, Investment Strategies, Roth IRA, Relationship Management, Wealth Accumulation, Financial Goals
Education
University of Delaware 1990 — 1995
BS
Christiana High School 1986 — 1990
HS
Alpine Brokerage Services, LLC December 2014 - Present
Alpine Brokerage Services, LLC November 2013 - December 2014
Looking for a new challenge February 2012 - November 2013
Associated Life Brokerage, Inc. April 2011 - January 2012
Highland Capital Brokerage August 2010 - February 2011
Allianz Life January 2007 - August 2010
Roster Financial 2001 - 2007
Roster Financial 2001 - 2003
Roster Financial 2000 - 2003
Roster Financial 1998 - 2001
Skills
Fixed Annuities, Health Insurance, Strategic Financial..., Investments, Insurance, Underwriting, Series 63, Term Life Insurance, Estate Planning, Retirement, Retirement Planning, Brokers, Marketing, Risk Management, 401k, Employee Benefits, Life Insurance, Disability Insurance, Business Development, Long-term Care, Mutual Funds, Sales, Wealth, Executive Management, Strategic Planning, Training, IRAs, Long Term Care Insurance, Series 6, Financial Planners, Whole Life, Wealth Management, Universal Life, Series 7, Critical Illness, Financial Services, Variable Annuities, Securities, Pensions, Financial Advisory, Asset Allocation, Small Business, Life & Health Insurance..., Investment Advisory, Investment Strategies, Roth IRA, Relationship Management, Wealth Accumulation, Financial Goals
Education
University of Delaware 1990 — 1995
BS
Christiana High School 1986 — 1990
HS
Craig Lafferty Craig Lafferty's Roster Financial Experience July 2005 - July 2007
Job Financial Services Professional at New York Life Insurance Comany
Industry Financial Services
Experience
SMG Corp., Wildwoods Convention Center October 2012 - Present
Dover Motorsports Inc September 2011 - May 2012
Neumann University September 2010 - December 2010
Philadelphia Union May 2010 - September 2010
New York Life Insurance Company October 2007 - January 2009
Roster Financial July 2005 - July 2007
Skills
Marketing Strategy, Promotions, Marketing, Sponsorship, Event Planning, Sales
Education
Neumann University 2009 — 2010
Masters, Sports Management
Salisbury University 2000 — 2004
Bachelors, Sociolgy and Communications
SMG Corp., Wildwoods Convention Center October 2012 - Present
Dover Motorsports Inc September 2011 - May 2012
Neumann University September 2010 - December 2010
Philadelphia Union May 2010 - September 2010
New York Life Insurance Company October 2007 - January 2009
Roster Financial July 2005 - July 2007
Skills
Marketing Strategy, Promotions, Marketing, Sponsorship, Event Planning, Sales
Education
Neumann University 2009 — 2010
Masters, Sports Management
Salisbury University 2000 — 2004
Bachelors, Sociolgy and Communications
Sean M. Sexton, CFP Sean M. Sexton, CFP's Roster Financial Experience 2005 - 2008
Job Regional Director at Crump Life Insurance Services
Industry Financial Services
Experience
Crump Life Insurance Services January 2012 - Present
Sexton Art Studios January 2009 - Present
Main Line Art Center February 2012 - January 2015
Premier Planning Group, Inc. June 2010 - November 2011
Corporate Financial Services 2008 - 2010
Roster Financial 2005 - 2008
Northwestern Mutual 2003 - 2005
Skills
Disability Insurance, Insurance, Sales, Fixed Annuities, Sales Management, Life Insurance, New Business Development, Strategic Financial..., Retirement Planning, Retirement, Long-term Care, Wealth Management, Term Life Insurance, Account Management, Estate Planning, Underwriting, Employee Benefits, Mutual Funds, Investments, Finance, Long Term Care Insurance, Financial Services, Financial Advisory, Financial Planners, Series 7, Financial Planning, Wealth
Education
Rider University
BA, Political Science & Business
The American College
CERTIFIED FINANCIAL PLANNER ™
Crump Life Insurance Services January 2012 - Present
Sexton Art Studios January 2009 - Present
Main Line Art Center February 2012 - January 2015
Premier Planning Group, Inc. June 2010 - November 2011
Corporate Financial Services 2008 - 2010
Roster Financial 2005 - 2008
Northwestern Mutual 2003 - 2005
Skills
Disability Insurance, Insurance, Sales, Fixed Annuities, Sales Management, Life Insurance, New Business Development, Strategic Financial..., Retirement Planning, Retirement, Long-term Care, Wealth Management, Term Life Insurance, Account Management, Estate Planning, Underwriting, Employee Benefits, Mutual Funds, Investments, Finance, Long Term Care Insurance, Financial Services, Financial Advisory, Financial Planners, Series 7, Financial Planning, Wealth
Education
Rider University
BA, Political Science & Business
The American College
CERTIFIED FINANCIAL PLANNER ™
Tracy Moss Tracy Moss's Roster Financial Experience August 2000 - January 2008
Job Risk Manager at UniTek Global Services
Industry Telecommunications
Experience
UniTek Global Services July 2011 - Present
Unitek Global Services, Inc July 2011 - Present
Self Employed Insurance Industry September 1987 - Present
UDRC 2012 - 2015
UDRC 2012 - 2015
Retirement Value, LLC June 2009 - July 2011
Safe Harbor Financial January 2008 - June 2009
Roster Financial August 2000 - January 2008
Cendant Corporation June 1996 - August 2000
Prudential Insurance Company April 1990 - June 1996
Skills
Customer Service, Management, Sales, Training, Insurance, Life Insurance, Recruiting, Finance, Advertising, Business Planning, Sales Operations, Coaching, New Business Development, Risk Management, Fixed Annuities, Microsoft Office, Sales Management, Legal Liability, Accounts Payable, Claim, Strategic Planning, Long-term Care, Estate Planning, Retirement Planning, Commercial Insurance, Marketing, Critical Illness, Team Building, Health Insurance, Professional Liability, Underwriting
Education
Widener University
Temple University 1982 — 1987
BA, Pre-Law, Sociology
Glassboro State University
Public Relations
Temple University
Bachelor of Science, Sociology
UniTek Global Services July 2011 - Present
Unitek Global Services, Inc July 2011 - Present
Self Employed Insurance Industry September 1987 - Present
UDRC 2012 - 2015
UDRC 2012 - 2015
Retirement Value, LLC June 2009 - July 2011
Safe Harbor Financial January 2008 - June 2009
Roster Financial August 2000 - January 2008
Cendant Corporation June 1996 - August 2000
Prudential Insurance Company April 1990 - June 1996
Skills
Customer Service, Management, Sales, Training, Insurance, Life Insurance, Recruiting, Finance, Advertising, Business Planning, Sales Operations, Coaching, New Business Development, Risk Management, Fixed Annuities, Microsoft Office, Sales Management, Legal Liability, Accounts Payable, Claim, Strategic Planning, Long-term Care, Estate Planning, Retirement Planning, Commercial Insurance, Marketing, Critical Illness, Team Building, Health Insurance, Professional Liability, Underwriting
Education
Widener University
Temple University 1982 — 1987
BA, Pre-Law, Sociology
Glassboro State University
Public Relations
Temple University
Bachelor of Science, Sociology
Judy English Judy English's Roster Financial Experience January 2007 - June 2007
Job Mandarin Chinese Teacher at OrangeUlster BOCES
Industry Education Management
Experience
Orange-Ulster BOCES September 2012 - Present
Lango Bergen LLC January 2011 - September 2012
Freelance November 2010 - September 2012
Julian Advisory Group January 2011 - December 2011
China Market Strategy July 2011 - October 2011
Hold Brothers On-Line Investment Services, LLC February 2010 - October 2010
Roster Financial Services, LLC October 2007 - November 2009
Roster Financial January 2007 - June 2007
Signature Financial Services, LLC May 2005 - December 2006
First Investors Corporation June 2001 - February 2004
Skills
Marketing, Microsoft Office, Management, Recruiting
Education
Columbia University Teachers College 2011 — 2012
Certificate Program, TCSOL
LaSalle University 2004 — 2006
MBA, Marketing
Bucknell University 1997 — 2001
BA, Sociology
Orange-Ulster BOCES September 2012 - Present
Lango Bergen LLC January 2011 - September 2012
Freelance November 2010 - September 2012
Julian Advisory Group January 2011 - December 2011
China Market Strategy July 2011 - October 2011
Hold Brothers On-Line Investment Services, LLC February 2010 - October 2010
Roster Financial Services, LLC October 2007 - November 2009
Roster Financial January 2007 - June 2007
Signature Financial Services, LLC May 2005 - December 2006
First Investors Corporation June 2001 - February 2004
Skills
Marketing, Microsoft Office, Management, Recruiting
Education
Columbia University Teachers College 2011 — 2012
Certificate Program, TCSOL
LaSalle University 2004 — 2006
MBA, Marketing
Bucknell University 1997 — 2001
BA, Sociology
Tamirica Smith-Patterson Tamirica Smith-Patterson's Roster Financial Experience June 2007 - Present
Job Realtor at RE/MAX Real Estate Partners Inc.
Industry Insurance
Experience
A.B. Green & Associates February 2009 - Present
RE/MAX Real Estate Partners Inc. January 2009 - Present
Roster Financial June 2007 - Present
Education
Mississippi State University - College of Business and Industry 2006 — 2007
Certificate, Financial Planning
The University of Southern Mississippi 1995 — 2000
A.B. Green & Associates February 2009 - Present
RE/MAX Real Estate Partners Inc. January 2009 - Present
Roster Financial June 2007 - Present
Education
Mississippi State University - College of Business and Industry 2006 — 2007
Certificate, Financial Planning
The University of Southern Mississippi 1995 — 2000
Patrick McGlashan's Roster Financial Experience March 2003 - June 2007
Job Sr. V.P.
Industry Financial Services
Experience
Safe Money Resource 2007 - Present
Roster Financial March 2003 - June 2007
Siracusa Benefits Program August 1996 - March 2005
Skills
Wealth Management..., Strategic Financial..., Income Protection, Indexed Annuities, Variable Annuities, Fixed Annuities, Fixed Income, Life Insurance, Retirement, 403 b, Retirement Planning, Wealth, 401k Rollovers, Financial Planners, Financial Planning, Series 6, Insurance, Strategic Planning, Long-term Care, Term Life Insurance
Education
Seton Hall University 1989 — 1994
Bachelor's degree, Psychology
Egg Harbor Township HS 1987 — 1989
College prep
Safe Money Resource 2007 - Present
Roster Financial March 2003 - June 2007
Siracusa Benefits Program August 1996 - March 2005
Skills
Wealth Management..., Strategic Financial..., Income Protection, Indexed Annuities, Variable Annuities, Fixed Annuities, Fixed Income, Life Insurance, Retirement, 403 b, Retirement Planning, Wealth, 401k Rollovers, Financial Planners, Financial Planning, Series 6, Insurance, Strategic Planning, Long-term Care, Term Life Insurance
Education
Seton Hall University 1989 — 1994
Bachelor's degree, Psychology
Egg Harbor Township HS 1987 — 1989
College prep
Rhonda Henderson Rhonda Henderson's Roster Financial Experience February 2007 - July 2008
Job Controller at Alkemy X Inc
Industry Accounting
Experience
Alkemy X April 2014 - Present
Dealertrack Technologies July 2008 - November 2013
Roster Financial February 2007 - July 2008
AXIS Healthcare Communications October 2001 - January 2007
DentalEZ Group November 1999 - May 2001
ARAMARK Healthcare November 1998 - November 1999
US PHYSICIANS April 1998 - October 1998
General Accident Insurance Company (Ja.) Limited November 1997 - April 1998
Electronic Payment Services August 1996 - October 1997
Pep Boys July 1995 - August 1996
Skills
Journal Entries, General Ledger, Account Reconciliation, Accounts Payable, Bookkeeping, Accounts Receivable, Accounting, QuickBooks, Fixed Assets, Accruals, Bank Reconciliation, Financial Reporting, GAAP, Financial Accounting, Financial Statements, Internal Controls, Managerial Finance, Cash Management, Variance Analysis, Sarbanes-Oxley Act, Finance
Education
Arts + Business Council of Greater Philadelphia 2015 — 2015
Business On Board Program, Leadership Development Through Board Service for Nonprofit Arts & Culture
Arts+ Business Council of Greater Philadelphia 2015 — 2015
Executive Development for the Arts, Culture + Creative Sectors, Leadershp
Hock International Studies 2012 — 2013
CMA-Certified Management Accountant Exam, Self Studying to sit for exam
La Salle University 1990 — 1995
Bachelor of Business Administration (BBA), Accounting
Alkemy X April 2014 - Present
Dealertrack Technologies July 2008 - November 2013
Roster Financial February 2007 - July 2008
AXIS Healthcare Communications October 2001 - January 2007
DentalEZ Group November 1999 - May 2001
ARAMARK Healthcare November 1998 - November 1999
US PHYSICIANS April 1998 - October 1998
General Accident Insurance Company (Ja.) Limited November 1997 - April 1998
Electronic Payment Services August 1996 - October 1997
Pep Boys July 1995 - August 1996
Skills
Journal Entries, General Ledger, Account Reconciliation, Accounts Payable, Bookkeeping, Accounts Receivable, Accounting, QuickBooks, Fixed Assets, Accruals, Bank Reconciliation, Financial Reporting, GAAP, Financial Accounting, Financial Statements, Internal Controls, Managerial Finance, Cash Management, Variance Analysis, Sarbanes-Oxley Act, Finance
Education
Arts + Business Council of Greater Philadelphia 2015 — 2015
Business On Board Program, Leadership Development Through Board Service for Nonprofit Arts & Culture
Arts+ Business Council of Greater Philadelphia 2015 — 2015
Executive Development for the Arts, Culture + Creative Sectors, Leadershp
Hock International Studies 2012 — 2013
CMA-Certified Management Accountant Exam, Self Studying to sit for exam
La Salle University 1990 — 1995
Bachelor of Business Administration (BBA), Accounting
Brent Gentile Brent Gentile's Roster Financial Experience 2012 - July 2013
Job Owner at Nine Red Racing LLC
Industry Investment Management
Experience
Nine Red Racing 2009 - Present
U.S. Vision 2013 - March 2014
Roster Financial 2012 - July 2013
Progressive Business Publications 2011 - 2012
McGraw Hill Publishers 2008 - 2009
Skills
Marketing Strategy, Employee Benefits, Team Building, Sales, Product Marketing, Management, Marketing, Strategic Planning, Marketing Communications, Social Media Marketing, Email Marketing
Education
University of Delaware 2001 — 2005
Bachelor of Science (B.S.), Business Administration - Concentration: Marketing
Nine Red Racing 2009 - Present
U.S. Vision 2013 - March 2014
Roster Financial 2012 - July 2013
Progressive Business Publications 2011 - 2012
McGraw Hill Publishers 2008 - 2009
Skills
Marketing Strategy, Employee Benefits, Team Building, Sales, Product Marketing, Management, Marketing, Strategic Planning, Marketing Communications, Social Media Marketing, Email Marketing
Education
University of Delaware 2001 — 2005
Bachelor of Science (B.S.), Business Administration - Concentration: Marketing
Jerry Kanteliotis Jerry Kanteliotis's Roster Financial Experience May 2011 - January 2012
Job Recruitment Consultant
Industry Staffing and Recruiting
Experience
WilsonHCG December 2014 - Present
Randstad Professionals ( Formerly the Mergis Group) May 2012 - December 2014
Roster Financial May 2011 - January 2012
Skills
Leadership, Financial Services, Human Resources, Recruiting, Talent Acquisition, Applicant Tracking..., Temporary Staffing, Wealth Management, Executive Search, Temporary Placement, Fixed Annuities, Contract Recruitment, Internet Recruiting, Insurance, Accounting, Career Counseling, Mortgage Lending, Finance, Technical Recruiting, Investments, College Recruiting, Permanent Placement, Staffing Services, Onboarding, Benefits Negotiation, Screening Resumes, Sourcing, Screening, Employee Benefits, Interviews, Taleo, Staff Augmentation, Resume Writing, PeopleSoft, Candidate Generation, Cold Calling, Hiring, New Hire Orientations, Business Networking, Recruitment Advertising, Talent Management, Building Relationships, Employee Relations, Payroll, Succession Planning, Search, HRIS, Networking
Education
Penn State University 1999 — 2005
Bachelor of Business Administration (BBA), Accounting and Finance
WilsonHCG December 2014 - Present
Randstad Professionals ( Formerly the Mergis Group) May 2012 - December 2014
Roster Financial May 2011 - January 2012
Skills
Leadership, Financial Services, Human Resources, Recruiting, Talent Acquisition, Applicant Tracking..., Temporary Staffing, Wealth Management, Executive Search, Temporary Placement, Fixed Annuities, Contract Recruitment, Internet Recruiting, Insurance, Accounting, Career Counseling, Mortgage Lending, Finance, Technical Recruiting, Investments, College Recruiting, Permanent Placement, Staffing Services, Onboarding, Benefits Negotiation, Screening Resumes, Sourcing, Screening, Employee Benefits, Interviews, Taleo, Staff Augmentation, Resume Writing, PeopleSoft, Candidate Generation, Cold Calling, Hiring, New Hire Orientations, Business Networking, Recruitment Advertising, Talent Management, Building Relationships, Employee Relations, Payroll, Succession Planning, Search, HRIS, Networking
Education
Penn State University 1999 — 2005
Bachelor of Business Administration (BBA), Accounting and Finance
Dan Flamma's Roster Financial Experience March 2013 - February 2014
Job Financial Advisor at PNC Investments
Industry Financial Services
Experience
PNC Investments February 2014 - Present
Roster Financial March 2013 - February 2014
Flamma Financial, LLC May 2010 - February 2014
Capital Indemnity Group May 2010 - October 2011
Lincoln Financial Group April 2001 - May 2010
Education
Rowan University 1996 — 2000
Business, Marketing
PNC Investments February 2014 - Present
Roster Financial March 2013 - February 2014
Flamma Financial, LLC May 2010 - February 2014
Capital Indemnity Group May 2010 - October 2011
Lincoln Financial Group April 2001 - May 2010
Education
Rowan University 1996 — 2000
Business, Marketing
Dhiraj Shewakramani Dhiraj Shewakramani's Roster Financial Experience July 2008 - August 2008
Job Experienced Marketing manager, MBA from Rutgers,Bachelors in Engineering from London Metropolitan University
Industry Market Research
Experience
Rutgers University August 2008 - January 2009
Roster Financial July 2008 - August 2008
Rutgers University August 2007 - March 2008
Rutgers University September 2007 - December 2007
Numed Electrical IND and INVT Co Ltd December 2004 - December 2006
Computashop June 2003 - August 2003
Education
Rutgers University – Camden 2007 — 2008
MBA, Marketing Research
London Metropolitan University 2000 — 2004
BSC, Electronic and communication Engineering
Rutgers University August 2008 - January 2009
Roster Financial July 2008 - August 2008
Rutgers University August 2007 - March 2008
Rutgers University September 2007 - December 2007
Numed Electrical IND and INVT Co Ltd December 2004 - December 2006
Computashop June 2003 - August 2003
Education
Rutgers University – Camden 2007 — 2008
MBA, Marketing Research
London Metropolitan University 2000 — 2004
BSC, Electronic and communication Engineering
Lisa Gould's Roster Financial Experience May 1998 - June 2008
Job Director Product Management at Ebix
Industry Insurance
Experience
Ebix May 2012 - Present
Marsh PCLIS July 2008 - Present
Roster Financial May 1998 - June 2008
Underwriters Marketing Service May 1993 - May 1998
Skills
Insurance, Product Management, Financial Services, Business Analysis, Life Insurance, Sales Management, Fixed Annuities, Underwriting, Health Insurance
Education
American University 1976 — 1979
Ebix May 2012 - Present
Marsh PCLIS July 2008 - Present
Roster Financial May 1998 - June 2008
Underwriters Marketing Service May 1993 - May 1998
Skills
Insurance, Product Management, Financial Services, Business Analysis, Life Insurance, Sales Management, Fixed Annuities, Underwriting, Health Insurance
Education
American University 1976 — 1979
Jason Shoreman's Roster Financial Experience January 2005 - Present
Job Senior Graphic Designer at Roster Financial LLC
Industry Financial Services
Experience
Roster Financial January 2005 - Present
Freelance / Graphic Design Services 2000 - 2004
Skills
Web Design, Graphic Design, Website Development, HTML, CSS, Illustrator, InDesign, Photoshop, Adobe Creative Suite, Logo Design, Brochures, Layout, SEO, PHP, jQuery
Education
Rutgers University 1998 — 2003
Bachelor of Arts (B.A.), Graphic Design
Rutgers, The State University of New Jersey-Camden 1997 — 2002
Bachelor of Arts (B.A.), Graphic Design
Roster Financial January 2005 - Present
Freelance / Graphic Design Services 2000 - 2004
Skills
Web Design, Graphic Design, Website Development, HTML, CSS, Illustrator, InDesign, Photoshop, Adobe Creative Suite, Logo Design, Brochures, Layout, SEO, PHP, jQuery
Education
Rutgers University 1998 — 2003
Bachelor of Arts (B.A.), Graphic Design
Rutgers, The State University of New Jersey-Camden 1997 — 2002
Bachelor of Arts (B.A.), Graphic Design
Ken Blackman's Roster Financial Experience December 2006 - February 2010
Job Annuity Brokerage Manager at American Brokerage Services, Expert Annuity Broker for Financial Planners Worldwide
Industry Insurance
Experience
Ken Blackman Insurance, Life Insurance & Retirement Planning February 2012 - Present
American Brokerage Services February 2010 - Present
Roster Financial December 2006 - February 2010
American Financial Marketing January 2002 - December 2006
Aflac January 1996 - September 2000
Skills
Sales, Marketing, Fixed Annuities, Life Insurance, Retirement Planning, Leadership, Management, Insurance, Retirement, Term Life Insurance, 401k, Business Development, Business Planning, Contract Negotiation, Coaching, Estate Planning, Employee Benefits, Customer Service, Critical Illness, Financial Planners, Financial Advisory, Financial Planning, Financial Services, Health Insurance, IRAs, Lead Generation, Investments, Long Term Care Insurance, Long-term Care, Marketing Strategy, New Business Development, Variable Annuities, Strategic Financial..., Social Media Marketing, Sales Management, Microsoft Office, Portfolio Management, Series 7, Small Business, Wealth Management, Salesforce.com, Wealth, Team Building, Public Speaking, Universal Life, Strategic Planning
Education
University of Phoenix 2007 — 2009
Master of Business Administration (M.B.A.), Business
Colorado State University 1988 — 1993
BA, Speech Communication
Lower Moreland High School 1984 — 1988
Ken Blackman Insurance, Life Insurance & Retirement Planning February 2012 - Present
American Brokerage Services February 2010 - Present
Roster Financial December 2006 - February 2010
American Financial Marketing January 2002 - December 2006
Aflac January 1996 - September 2000
Skills
Sales, Marketing, Fixed Annuities, Life Insurance, Retirement Planning, Leadership, Management, Insurance, Retirement, Term Life Insurance, 401k, Business Development, Business Planning, Contract Negotiation, Coaching, Estate Planning, Employee Benefits, Customer Service, Critical Illness, Financial Planners, Financial Advisory, Financial Planning, Financial Services, Health Insurance, IRAs, Lead Generation, Investments, Long Term Care Insurance, Long-term Care, Marketing Strategy, New Business Development, Variable Annuities, Strategic Financial..., Social Media Marketing, Sales Management, Microsoft Office, Portfolio Management, Series 7, Small Business, Wealth Management, Salesforce.com, Wealth, Team Building, Public Speaking, Universal Life, Strategic Planning
Education
University of Phoenix 2007 — 2009
Master of Business Administration (M.B.A.), Business
Colorado State University 1988 — 1993
BA, Speech Communication
Lower Moreland High School 1984 — 1988
Jacob Lewko's Roster Financial Experience September 2013 - October 2014
Job Business Development Specialist
Industry Financial Services
Experience
Roster Financial September 2013 - October 2014
Merrill Lynch November 2011 - July 2012
Skills
Series 7, Wealth Management, Equities, Asset Management, Portfolio Management, Financial Analysis, Strategic Planning, Bloomberg, Coaching, Public Speaking, Investments, Fixed Income, Series 63, Financial Modeling, Insurance, Retirement Planning
Education
University of Pennsylvania - The Wharton School 2007 — 2011
BS Finance, Finance, General
University of Pennsylvania 2006 — 2010
Bachelor of Science in Economics, Finance
Roster Financial September 2013 - October 2014
Merrill Lynch November 2011 - July 2012
Skills
Series 7, Wealth Management, Equities, Asset Management, Portfolio Management, Financial Analysis, Strategic Planning, Bloomberg, Coaching, Public Speaking, Investments, Fixed Income, Series 63, Financial Modeling, Insurance, Retirement Planning
Education
University of Pennsylvania - The Wharton School 2007 — 2011
BS Finance, Finance, General
University of Pennsylvania 2006 — 2010
Bachelor of Science in Economics, Finance
Ray Torrance's Roster Financial Experience September 2002 - May 2004
Job Sales Vice President at Highland Capital Brokerage
Industry Insurance
Experience
Highland Capital Brokerage July 2015 - Present
Global Insurance Solutions Group May 2004 - June 2015
Roster Financial September 2002 - May 2004
ING Annuities November 2000 - August 2002
Skills
Insurance, Health Insurance, Property & Casualty..., Long-term Care, Disability Insurance, Employee Benefits, Accident, Commercial Insurance, Retirement Planning, Brokers, Retirement, D&O, Financial Planners, Critical Illness, Sales Management, Reinsurance, Strategic Financial..., Financial Advisory, Mutual Funds, Relationship Management, Financial Services, Estate Planning, Series 63, Insurance Brokerage, Agents, Investments, Legal Liability, Health Savings Accounts, Liability, Wealth Management, Workers Compensation, Medicare, Umbrella Insurance, General Insurance, Commercial Lines, Long Term Care Insurance, Pensions, Small Business, Wealth, Income Protection, Professional Liability, 401k, Casualty, Claim, Life Insurance, IRAs, Indemnity, Financial Planning
Education
Rowan University
Highland Capital Brokerage July 2015 - Present
Global Insurance Solutions Group May 2004 - June 2015
Roster Financial September 2002 - May 2004
ING Annuities November 2000 - August 2002
Skills
Insurance, Health Insurance, Property & Casualty..., Long-term Care, Disability Insurance, Employee Benefits, Accident, Commercial Insurance, Retirement Planning, Brokers, Retirement, D&O, Financial Planners, Critical Illness, Sales Management, Reinsurance, Strategic Financial..., Financial Advisory, Mutual Funds, Relationship Management, Financial Services, Estate Planning, Series 63, Insurance Brokerage, Agents, Investments, Legal Liability, Health Savings Accounts, Liability, Wealth Management, Workers Compensation, Medicare, Umbrella Insurance, General Insurance, Commercial Lines, Long Term Care Insurance, Pensions, Small Business, Wealth, Income Protection, Professional Liability, 401k, Casualty, Claim, Life Insurance, IRAs, Indemnity, Financial Planning
Education
Rowan University
Maureen Fanelle's Roster Financial Experience January 2011 - October 2013
Job Internal Wholesaler IMO at Forethought Financial Group, Inc.
Industry Financial Services
Experience
Forethought Financial Group, Inc. October 2014 - Present
Roster Financial January 2011 - October 2013
Roster Financial January 2009 - December 2010
Roster Financial June 2004 - December 2008
Roster Financial February 2003 - May 2004
Skills
Annuities, Insurance, Retirement, Retirement Planning, Fixed Annuities, Long-term Care, Life Insurance, Term Life Insurance, Long Term Care Insurance, Wealth Management, Training, Financial Services, Sales, Strategy, Recruiting, Financial Planning
Education
Richard Stockton College of New Jersey
Bachelor's degree, Psychology
Forethought Financial Group, Inc. October 2014 - Present
Roster Financial January 2011 - October 2013
Roster Financial January 2009 - December 2010
Roster Financial June 2004 - December 2008
Roster Financial February 2003 - May 2004
Skills
Annuities, Insurance, Retirement, Retirement Planning, Fixed Annuities, Long-term Care, Life Insurance, Term Life Insurance, Long Term Care Insurance, Wealth Management, Training, Financial Services, Sales, Strategy, Recruiting, Financial Planning
Education
Richard Stockton College of New Jersey
Bachelor's degree, Psychology
Valerie Eleneke's Roster Financial Experience March 2003 - October 2013
Job Owner of Provident Grace Services
Industry Insurance
Experience
Provident Grace Services August 2014 - Present
Roster Financial March 2003 - October 2013
Skills
Insurance, Fixed Annuities, Term Life Insurance, Health Insurance, Disability Insurance, Customer Service
Education
Art Institute of Philadelphia
Associate of Specialized Business, Music and Video Business
Widener University
Pre-Healing Arts
Provident Grace Services August 2014 - Present
Roster Financial March 2003 - October 2013
Skills
Insurance, Fixed Annuities, Term Life Insurance, Health Insurance, Disability Insurance, Customer Service
Education
Art Institute of Philadelphia
Associate of Specialized Business, Music and Video Business
Widener University
Pre-Healing Arts
Douglas Schwarzwaelder's Roster Financial Experience May 1981 - March 1993
Job Venture Capital
Industry Venture Capital & Private Equity
Experience
SAFE HARBOR, PHILADELPHIA, OTHERS January 1981 - Present
ROSTER FINANCIAL May 1981 - March 1993
Skills
Strategic Financial..., Investments
Education
Albright College 1968 — 1972
Econ, Economics
SAFE HARBOR, PHILADELPHIA, OTHERS January 1981 - Present
ROSTER FINANCIAL May 1981 - March 1993
Skills
Strategic Financial..., Investments
Education
Albright College 1968 — 1972
Econ, Economics
Sondra Saunders's Roster Financial Experience December 2006 - February 2010
Job Experienced in all functions of insurance IMOs with emphasis in Sales & Marketing
Industry Financial Services
Experience
Roster Financial December 2006 - February 2010
Roster Financial November 1999 - December 2006
Sondra Saunders September 1996 - November 1999
Roster Financial April 1990 - September 1996
Education
Indiana University Bloomington
Music, Vocal major
Middlesex County College
Electrical Engineering Technology
University of Phoenix
Business Management & Marketing
Roster Financial December 2006 - February 2010
Roster Financial November 1999 - December 2006
Sondra Saunders September 1996 - November 1999
Roster Financial April 1990 - September 1996
Education
Indiana University Bloomington
Music, Vocal major
Middlesex County College
Electrical Engineering Technology
University of Phoenix
Business Management & Marketing
Bob Bauman's Roster Financial Experience June 2000 - Present
Job Vice President of Annuities at Roster Financial
Industry Insurance
Experience
Roster Financial June 2000 - Present
Skills
Series 6, Long-term Care, Fixed Annuities, Retirement Planning, Estate Planning, Insurance, Health Insurance, Term Life Insurance, Life Insurance, Retirement, Disability Insurance, Series 63, Long Term Care Insurance
Education
Rowan University 1971 — 1975
BA, Business Administration
Roster Financial June 2000 - Present
Skills
Series 6, Long-term Care, Fixed Annuities, Retirement Planning, Estate Planning, Insurance, Health Insurance, Term Life Insurance, Life Insurance, Retirement, Disability Insurance, Series 63, Long Term Care Insurance
Education
Rowan University 1971 — 1975
BA, Business Administration
Michael D. Senkier, CLTC's Roster Financial Experience February 2005 - July 2006
Job Regional Vice President at Ash Brokerage specializing in Annuities | Relationship Building | Estate Planning
Industry Financial Services
Experience
Ash Brokerage May 2013 - Present
Senkier Financial Group, LLC May 2013 - Present
Lincoln Financial Distributors August 2006 - May 2013
Roster Financial February 2005 - July 2006
LEAF Financial Corporation July 2004 - February 2005
IFMG Securities February 2004 - July 2004
Guardian Investor Services, LLC June 2002 - November 2003
USAllianz Investor Services, LLC July 2000 - January 2002
MainStay Funds January 1993 - June 2000
Skills
Retirement Planning, Mutual Funds, 401k, Life Insurance, Wealth Management, Financial Advisory, Strategic Financial..., Disability Insurance, Pensions, Relationship Management, Estate Planning, Asset Allocation, IRAs, Annuity Sales, Long Term Care Insurance, Insurance, Variable Annuities, Financial Services, Long-term Care, Fixed Annuities, Indexed Annuities, Series 63, Financial Planning
Education
King's College
Bachelor of Science (B.S.), Business Administration and Management, General
Ash Brokerage May 2013 - Present
Senkier Financial Group, LLC May 2013 - Present
Lincoln Financial Distributors August 2006 - May 2013
Roster Financial February 2005 - July 2006
LEAF Financial Corporation July 2004 - February 2005
IFMG Securities February 2004 - July 2004
Guardian Investor Services, LLC June 2002 - November 2003
USAllianz Investor Services, LLC July 2000 - January 2002
MainStay Funds January 1993 - June 2000
Skills
Retirement Planning, Mutual Funds, 401k, Life Insurance, Wealth Management, Financial Advisory, Strategic Financial..., Disability Insurance, Pensions, Relationship Management, Estate Planning, Asset Allocation, IRAs, Annuity Sales, Long Term Care Insurance, Insurance, Variable Annuities, Financial Services, Long-term Care, Fixed Annuities, Indexed Annuities, Series 63, Financial Planning
Education
King's College
Bachelor of Science (B.S.), Business Administration and Management, General
William Torrance's Roster Financial Experience April 2014 - Present
Job V.P. Annuity Sales at Roster Financial
Industry Financial Services
Experience
Roster Financial April 2014 - Present
Kenections Consulting August 2011 - February 2014
Atlantis Financial January 2010 - May 2010
2009 USA Financial August 2007 - April 2009
Advisors Insurance Group January 2007 - July 2007
Signature Financial/Allianz July 2003 - December 2006
TPS Brokerage/Allianz May 2001 - June 2003
Skills
Fixed Annuities, Mutual Funds, Insurance, Retirement Planning, Long-term Care, Series 7, Sales, Retirement, Financial Advisory, Securities, Marketing Strategy, New Business Development
Education
Franklin & Marshall College 1995 — 1999
B.A., Political Science and Business
Germantown Academy 1991 — 1995
Roster Financial April 2014 - Present
Kenections Consulting August 2011 - February 2014
Atlantis Financial January 2010 - May 2010
2009 USA Financial August 2007 - April 2009
Advisors Insurance Group January 2007 - July 2007
Signature Financial/Allianz July 2003 - December 2006
TPS Brokerage/Allianz May 2001 - June 2003
Skills
Fixed Annuities, Mutual Funds, Insurance, Retirement Planning, Long-term Care, Series 7, Sales, Retirement, Financial Advisory, Securities, Marketing Strategy, New Business Development
Education
Franklin & Marshall College 1995 — 1999
B.A., Political Science and Business
Germantown Academy 1991 — 1995
Ernesto Rosado Toro's Roster Financial Experience 2002 - 2014
Job Realtor
Industry Real Estate
Experience
Fairfax Realty, Inc. July 2014 - Present
Premier Financial Alliance January 2014 - Present
Roster Financial 2002 - 2014
Columbia National Mortgage 2000 - 2001
Skills
Insurance, Real Estate Transactions, Business Advisory, Estate Planning with..., Strategic Planning, Marketing Strategy, Buyer Representation, Public Speaking, First Time Home Buyers, Microsoft Office, Foreclosures, Listings, Small Business, Customer Service, New Home Sales, REO, Sellers
Education
St. Francis College 1982 — 1987
Bachelor's of Science/A.A.S., Accounting/Management
Fairfax Realty, Inc. July 2014 - Present
Premier Financial Alliance January 2014 - Present
Roster Financial 2002 - 2014
Columbia National Mortgage 2000 - 2001
Skills
Insurance, Real Estate Transactions, Business Advisory, Estate Planning with..., Strategic Planning, Marketing Strategy, Buyer Representation, Public Speaking, First Time Home Buyers, Microsoft Office, Foreclosures, Listings, Small Business, Customer Service, New Home Sales, REO, Sellers
Education
St. Francis College 1982 — 1987
Bachelor's of Science/A.A.S., Accounting/Management
Eric Saat's Roster Financial Experience February 2005 - August 2008
Job PurePuff Vapor Supply
Industry Retail
Experience
PurePuff Vapor Supply April 2014 - Present
PHH Mortgage June 2012 - February 2014
American Duplicating Products, Inc. May 2011 - May 2012
NFM Inc. July 2010 - April 2011
Alpine Brokerage Services, LLC April 2009 - September 2009
Roster Financial February 2005 - August 2008
Interior Plant Creations Inc. October 2000 - December 2004
Skills
Marketing, Loans, Document Management, Mortgage Lending, Managed Print Services, Sales Management, New Business Development, B2B
Education
Camden County College
East
PurePuff Vapor Supply April 2014 - Present
PHH Mortgage June 2012 - February 2014
American Duplicating Products, Inc. May 2011 - May 2012
NFM Inc. July 2010 - April 2011
Alpine Brokerage Services, LLC April 2009 - September 2009
Roster Financial February 2005 - August 2008
Interior Plant Creations Inc. October 2000 - December 2004
Skills
Marketing, Loans, Document Management, Mortgage Lending, Managed Print Services, Sales Management, New Business Development, B2B
Education
Camden County College
East
Marlina Randazzo's Roster Financial Experience April 2005 - September 2010
Job Vice President of Sales and Operations at Thomas Gold Solutions
Industry Financial Services
Experience
Dakota Wealth Solutions November 2012 - Present
Thomas Gold Solutions April 2011 - Present
Roster Financial April 2005 - September 2010
MACRO Consulting Group February 2004 - April 2007
Skills
Series 6, Series 65, Life & Health Insurance...
Education
Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Arts (BA), English Language and Literature, General
Dakota Wealth Solutions November 2012 - Present
Thomas Gold Solutions April 2011 - Present
Roster Financial April 2005 - September 2010
MACRO Consulting Group February 2004 - April 2007
Skills
Series 6, Series 65, Life & Health Insurance...
Education
Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Arts (BA), English Language and Literature, General