SES Advisors, Inc.
Description
Address: 6 South St Suite 202, Morristown, NJ 07960 Phone: (973) 540-9200Place name: : Hours: Website: : Category: : : : : Website: http://www.sesadvisors.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo.Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of SES Advisors, Inc. Posting publicly on the Web Write a review Reviews Be the first to review
SES Advisors, Inc. List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at SES Advisors, Inc.. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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SES Advisors, Inc. Employees
Employee
Years
Job
Industry
Shannon Eaton Shannon Eaton's SES Advisors, Inc. Experience January 2012 - July 2013
Job
Industry Electrical/Electronic Manufacturing
Experience
Quad Plus October 2013 - September 2014
SES Advisors, Inc. January 2012 - July 2013
George C. Patrick & Associates March 2007 - December 2011
TGI Sport December 2010 - August 2011
Skills
Marketing Strategy, Event Planning, Insurance, Social Media Marketing, Microsoft Office, Microsoft Excel, Lotus Notes, Microsoft Word, Social Media, Networking, Qualified Retirement..., Drawing, Food & Beverage, Hospitality Management, Invoicing, JavaScript, Pdf, Outlook, ERISA, Budgets, Fundraising, Editing, Executive Pay
Education
Indiana State University 1999 — 2004
Bachelors, Management, English
Indiana State University
Quad Plus October 2013 - September 2014
SES Advisors, Inc. January 2012 - July 2013
George C. Patrick & Associates March 2007 - December 2011
TGI Sport December 2010 - August 2011
Skills
Marketing Strategy, Event Planning, Insurance, Social Media Marketing, Microsoft Office, Microsoft Excel, Lotus Notes, Microsoft Word, Social Media, Networking, Qualified Retirement..., Drawing, Food & Beverage, Hospitality Management, Invoicing, JavaScript, Pdf, Outlook, ERISA, Budgets, Fundraising, Editing, Executive Pay
Education
Indiana State University 1999 — 2004
Bachelors, Management, English
Indiana State University
Deanna Peters Deanna Peters's SES Advisors, Inc. Experience 2014 - Present
Job Sr. Administrator at SES Advisors, Inc.
Industry Consumer Services
Experience
SES Advisors, Inc. 2014 - Present
Skills
System Administration, Retirement Planning, Corporate Governance, ERISA, Leadership Development, Defined Benefit, Employee Benefits, Public Speaking, ESOP, 401k, Pensions, Mergers, Retirement, Investments, Deferred Compensation, Business Planning, Microsoft Excel, Benefits Administration, Customer Service, Succession Planning, Strategic Planning, Mergers & Acquisitions, Employee Relations, Employment Law, Pension Administration, Defined Contribution, Executive Pay, Estate Planning, Financial Advisory, Administration
Education
California State University-Northridge
Bachelors
SES Advisors, Inc. 2014 - Present
Skills
System Administration, Retirement Planning, Corporate Governance, ERISA, Leadership Development, Defined Benefit, Employee Benefits, Public Speaking, ESOP, 401k, Pensions, Mergers, Retirement, Investments, Deferred Compensation, Business Planning, Microsoft Excel, Benefits Administration, Customer Service, Succession Planning, Strategic Planning, Mergers & Acquisitions, Employee Relations, Employment Law, Pension Administration, Defined Contribution, Executive Pay, Estate Planning, Financial Advisory, Administration
Education
California State University-Northridge
Bachelors
Alice Simons's SES Advisors, Inc. Experience December 2007 - April 2014
Job Director of Institutional Giving at Baltimore Symphony Orchestra
Industry Nonprofit Organization Management
Experience
Baltimore Symphony Orchestra April 2014 - Present
SES Advisors, Inc. December 2007 - April 2014
Mann Center for the Performing Arts June 2000 - November 2007
New York Philharmonic November 1997 - June 2000
Skills
Editing, Marketing Strategy, Marketing Communications, Social Media Marketing, Department Budgeting, Press Releases, Event Management, Event Planning, Fundraising, Direct Marketing, Marketing, Business Strategy, Strategy, Advertising, ESOP, Public Speaking, Email Marketing, Integrated Marketing, Copywriting, Newsletters, Brand Development, Public Relations, Social Media, Online Marketing
Education
University of Delaware 1988 — 1994
MA & BA, Foreign Languages and Literatures, General
Baltimore Symphony Orchestra April 2014 - Present
SES Advisors, Inc. December 2007 - April 2014
Mann Center for the Performing Arts June 2000 - November 2007
New York Philharmonic November 1997 - June 2000
Skills
Editing, Marketing Strategy, Marketing Communications, Social Media Marketing, Department Budgeting, Press Releases, Event Management, Event Planning, Fundraising, Direct Marketing, Marketing, Business Strategy, Strategy, Advertising, ESOP, Public Speaking, Email Marketing, Integrated Marketing, Copywriting, Newsletters, Brand Development, Public Relations, Social Media, Online Marketing
Education
University of Delaware 1988 — 1994
MA & BA, Foreign Languages and Literatures, General
Steven Allison, CEPA Steven Allison, CEPA's SES Advisors, Inc. Experience June 2011 - Present
Job Sr. Vice President at SES Advisors, Inc.
Industry Financial Services
Experience
SES Advisors, Inc. June 2011 - Present
Skills
ERISA, ESOP, Securities, Financial Advisory, Executive Pay, 401k, Exit Strategies, Financial Services, Profit Sharing, Retirement, Employee Benefits, Estate Planning, Defined Benefit, Investment Advisory, Investments, Pensions, Business Valuation
Education
Tarrant County College 1974 — 1976
Criminal Justice/Police Science
SES Advisors, Inc. June 2011 - Present
Skills
ERISA, ESOP, Securities, Financial Advisory, Executive Pay, 401k, Exit Strategies, Financial Services, Profit Sharing, Retirement, Employee Benefits, Estate Planning, Defined Benefit, Investment Advisory, Investments, Pensions, Business Valuation
Education
Tarrant County College 1974 — 1976
Criminal Justice/Police Science
Tamika Hughes Tamika Hughes's SES Advisors, Inc. Experience January 2011 - June 2012
Job Agile Product Owner
Industry Information Technology and Services
Experience
Pearson VUE July 2015 - Present
Pearson VUE June 2012 - July 2015
SES Advisors, Inc. January 2011 - June 2012
Centocor Ortho Biotech November 2008 - August 2010
The Arc of Philadelphia / PDDC May 2007 - November 2008
Sunflower Consulting May 2005 - May 2007
The Pew Charitable Trusts January 2001 - November 2003
Temple University Press May 1998 - January 2001
Skills
Product Ownership, Agile Methodologies, Business Analysis, Process Improvement, Requirements Gathering, Project Management, Business Communications, Systems Analysis, Data Analysis, Research, Business Process, CRM, Leadership, Public Speaking
Education
Bryn Mawr College Graduate School of Social Work & Social Research 2003 — 2005
MSS, Master of Social Service
Bryn Mawr College Graduate School of Social Work & Social Research 2003 — 2005
MLSP, Master of Law & Social Policy
Connecticut College 1994 — 1998
BA, English
Masterman 1990 — 1994
Pearson VUE July 2015 - Present
Pearson VUE June 2012 - July 2015
SES Advisors, Inc. January 2011 - June 2012
Centocor Ortho Biotech November 2008 - August 2010
The Arc of Philadelphia / PDDC May 2007 - November 2008
Sunflower Consulting May 2005 - May 2007
The Pew Charitable Trusts January 2001 - November 2003
Temple University Press May 1998 - January 2001
Skills
Product Ownership, Agile Methodologies, Business Analysis, Process Improvement, Requirements Gathering, Project Management, Business Communications, Systems Analysis, Data Analysis, Research, Business Process, CRM, Leadership, Public Speaking
Education
Bryn Mawr College Graduate School of Social Work & Social Research 2003 — 2005
MSS, Master of Social Service
Bryn Mawr College Graduate School of Social Work & Social Research 2003 — 2005
MLSP, Master of Law & Social Policy
Connecticut College 1994 — 1998
BA, English
Masterman 1990 — 1994
Michael Golden Michael Golden's SES Advisors, Inc. Experience October 2012 - Present
Job Senior Vice President & Shareholder at SES Advisors, Inc.
Industry Investment Banking
Experience
SES Advisors, Inc. October 2012 - Present
Practical Paradigms 1995 - Present
Econsult Corporation November 2011 - Present
Jenkintown Borough January 2000 - Present
Philadelphia Eagles December 2010 - December 2014
Southeast Pennsylvania First Suburbs Project February 2011 - September 2013
Montgomery County Advisory Committee on Climate Change 2009 - December 2012
Medical Foundation March 2012 - September 2012
Jenkintown's Community Alliance 1998 - June 2012
Solutions for Progress, Inc. April 2005 - March 2011
Skills
Non-profits, Strategic Planning, Strategy, Leadership, Public Policy, Economic Development, Community Development, Fundraising, Recruiting, Management, Nonprofits, Management Consulting, Economics, Community Outreach, Negotiation, Government, Analysis, Policy Analysis, Program Development, Policy, Contract Negotiation, Research, Business Planning, Public Speaking
Education
Yale University - Yale School of Management 1988 — 1990
MBA
The London School of Economics and Political Science (LSE) 1983 — 1985
MSc, Politics
Wesleyan University 1977 — 1981
BA, Political Economy
Cheltenham High School 1974 — 1977
10-12
SES Advisors, Inc. October 2012 - Present
Practical Paradigms 1995 - Present
Econsult Corporation November 2011 - Present
Jenkintown Borough January 2000 - Present
Philadelphia Eagles December 2010 - December 2014
Southeast Pennsylvania First Suburbs Project February 2011 - September 2013
Montgomery County Advisory Committee on Climate Change 2009 - December 2012
Medical Foundation March 2012 - September 2012
Jenkintown's Community Alliance 1998 - June 2012
Solutions for Progress, Inc. April 2005 - March 2011
Skills
Non-profits, Strategic Planning, Strategy, Leadership, Public Policy, Economic Development, Community Development, Fundraising, Recruiting, Management, Nonprofits, Management Consulting, Economics, Community Outreach, Negotiation, Government, Analysis, Policy Analysis, Program Development, Policy, Contract Negotiation, Research, Business Planning, Public Speaking
Education
Yale University - Yale School of Management 1988 — 1990
MBA
The London School of Economics and Political Science (LSE) 1983 — 1985
MSc, Politics
Wesleyan University 1977 — 1981
BA, Political Economy
Cheltenham High School 1974 — 1977
10-12
Jessica Krader Jessica Krader's SES Advisors, Inc. Experience February 2013 - February 2014
Job Client Strategy Manager at Netplus
Industry Marketing and Advertising
Experience
Netplus August 2015 - Present
Communications Media, Inc. March 2015 - August 2015
Communications Media, Inc. March 2014 - March 2015
SES Advisors, Inc. February 2013 - February 2014
Bluestone Real Estate Capital, LLC January 2010 - December 2012
United Talent Agency June 2008 - August 2009
United Talent Agency September 2006 - August 2007
Skills
Social Media, Social Media Marketing, Email Marketing, Marketing Communications, Online Marketing, Advertising, Media Planning, Digital Media, Digital Marketing, Sponsorship, Event Planning, PowerPoint, Social Networking, Salesforce.com, Web Design, Microsoft Office, Entertainment, Market Research, Photography, Online Advertising, Google Analytics, DoubleClick, Client Strategy
Education
University of Massachusetts, Amherst 2004 — 2008
BA, Communication, Film Studies
California State University-Northridge 2006 — 2007
National Student Exchange Program
Cheltenham High School 2000 — 2004
Netplus August 2015 - Present
Communications Media, Inc. March 2015 - August 2015
Communications Media, Inc. March 2014 - March 2015
SES Advisors, Inc. February 2013 - February 2014
Bluestone Real Estate Capital, LLC January 2010 - December 2012
United Talent Agency June 2008 - August 2009
United Talent Agency September 2006 - August 2007
Skills
Social Media, Social Media Marketing, Email Marketing, Marketing Communications, Online Marketing, Advertising, Media Planning, Digital Media, Digital Marketing, Sponsorship, Event Planning, PowerPoint, Social Networking, Salesforce.com, Web Design, Microsoft Office, Entertainment, Market Research, Photography, Online Advertising, Google Analytics, DoubleClick, Client Strategy
Education
University of Massachusetts, Amherst 2004 — 2008
BA, Communication, Film Studies
California State University-Northridge 2006 — 2007
National Student Exchange Program
Cheltenham High School 2000 — 2004
Paul Fusco's SES Advisors, Inc. Experience October 2013 - Present
Job Principal at Steiker, Greenapple & Croscut, P.C.
Industry Law Practice
Experience
Steiker, Greenapple & Croscut, P.C. October 2013 - Present
SES Advisors, Inc. October 2013 - Present
Boylan Code LLP September 2006 - September 2013
New York Supreme Court Justice John F. O'Donnell January 2006 - May 2006
Erie County District Attorney's Office May 2004 - August 2004
Skills
ESOP, Employee Benefits, Corporate Governance, ERISA, Executive Pay, Estate Planning, Corporate Law, Alternative Dispute..., Litigation
Education
State University of New York at Buffalo - Law School 2003 — 2006
J.D.
University at Albany, SUNY 2002 — 2003
B.A., Economics
St. Lawrence University 1999 — 2001
Steiker, Greenapple & Croscut, P.C. October 2013 - Present
SES Advisors, Inc. October 2013 - Present
Boylan Code LLP September 2006 - September 2013
New York Supreme Court Justice John F. O'Donnell January 2006 - May 2006
Erie County District Attorney's Office May 2004 - August 2004
Skills
ESOP, Employee Benefits, Corporate Governance, ERISA, Executive Pay, Estate Planning, Corporate Law, Alternative Dispute..., Litigation
Education
State University of New York at Buffalo - Law School 2003 — 2006
J.D.
University at Albany, SUNY 2002 — 2003
B.A., Economics
St. Lawrence University 1999 — 2001
Steven Greenapple Steven Greenapple's SES Advisors, Inc. Experience June 2002 - Present
Job Principal at Steiker, Greenapple & Croscut, P.C.
Industry Law Practice
Experience
Steiker, Greenapple & Croscut, P.C. June 2002 - Present
SES Advisors, Inc. June 2002 - Present
The ESOP Association May 2013 - Present
WEXCO Incorporated May 2013 - Present
Steiker, Fischer, Edwards & Greenapple, P.C. June 2002 - December 2014
Dillon, Bitar & Luther, LLP 1994 - 2002
Greenwood, Young, Tarshis, Dimiero & Sayovitz 1987 - 1994
Sills Cummis & Gross P.C. 1985 - 1987
Skills
ESOP, ERISA, Executive Pay, Corporate Governance, Mergers, Corporate Law, Succession Planning, Corporate Finance, Tax, Retirement, Employee Benefits, Profit Sharing, Executive Management, Mergers & Acquisitions, Securities Regulation, Business Valuation, Exit Strategies, Acquisitions, Due Diligence, Commercial Litigation, Estate Planning, Recapitalizations, Management, Investment Banking, Joint Ventures, Valuation
Education
Cornell Law School 1981 — 1984
Doctor of Law (J.D.)
Cornell University 1977 — 1981
BS, ILR
The Wheatley School 1972 — 1977
H.S.
Steiker, Greenapple & Croscut, P.C. June 2002 - Present
SES Advisors, Inc. June 2002 - Present
The ESOP Association May 2013 - Present
WEXCO Incorporated May 2013 - Present
Steiker, Fischer, Edwards & Greenapple, P.C. June 2002 - December 2014
Dillon, Bitar & Luther, LLP 1994 - 2002
Greenwood, Young, Tarshis, Dimiero & Sayovitz 1987 - 1994
Sills Cummis & Gross P.C. 1985 - 1987
Skills
ESOP, ERISA, Executive Pay, Corporate Governance, Mergers, Corporate Law, Succession Planning, Corporate Finance, Tax, Retirement, Employee Benefits, Profit Sharing, Executive Management, Mergers & Acquisitions, Securities Regulation, Business Valuation, Exit Strategies, Acquisitions, Due Diligence, Commercial Litigation, Estate Planning, Recapitalizations, Management, Investment Banking, Joint Ventures, Valuation
Education
Cornell Law School 1981 — 1984
Doctor of Law (J.D.)
Cornell University 1977 — 1981
BS, ILR
The Wheatley School 1972 — 1977
H.S.
Mark Kossow Mark Kossow's SES Advisors, Inc. Experience May 2004 - February 2010
Job Partner at Archer & Greiner
Industry Legal Services
Experience
Archer & Greiner, P.C. September 2015 - Present
ESOP Plus®: Schatz Brown Glassman Kossow LLP August 2011 - August 2015
Boylan, Brown, Code, Vigdor & Wilson, LLP February 2010 - July 2011
SES Advisors, Inc. May 2004 - February 2010
Steiker, Fischer, Edwards & Greenapple May 2004 - February 2010
Gibbons P.C. January 2001 - April 2004
Fox Rothschild LLP June 1998 - January 2001
Skills
ESOP, Tax, Succession Planning, Exit Strategies, Corporate Governance, Mergers, Valuation, Fiduciary, Corporate Law, Management, Mergers & Acquisitions, Executive Pay, ERISA, Business Valuation, Finance, Trusts
Education
New York University School of Law 1997 — 1998
LLM (Tax)
Albany Law School of Union University 1993 — 1996
JD, Law
University of Michigan 1989 — 1992
BBA, Finance
Cherry Hill High School East 1984 — 1988
Archer & Greiner, P.C. September 2015 - Present
ESOP Plus®: Schatz Brown Glassman Kossow LLP August 2011 - August 2015
Boylan, Brown, Code, Vigdor & Wilson, LLP February 2010 - July 2011
SES Advisors, Inc. May 2004 - February 2010
Steiker, Fischer, Edwards & Greenapple May 2004 - February 2010
Gibbons P.C. January 2001 - April 2004
Fox Rothschild LLP June 1998 - January 2001
Skills
ESOP, Tax, Succession Planning, Exit Strategies, Corporate Governance, Mergers, Valuation, Fiduciary, Corporate Law, Management, Mergers & Acquisitions, Executive Pay, ERISA, Business Valuation, Finance, Trusts
Education
New York University School of Law 1997 — 1998
LLM (Tax)
Albany Law School of Union University 1993 — 1996
JD, Law
University of Michigan 1989 — 1992
BBA, Finance
Cherry Hill High School East 1984 — 1988
Tabitha Croscut Tabitha Croscut's SES Advisors, Inc. Experience January 2011 - Present
Job Managing Shareholder at Steiker, Greenapple & Croscut, P.C.
Industry Law Practice
Experience
Steiker, Greenapple & Croscut, P.C. January 2015 - Present
SES Advisors, Inc. January 2011 - Present
Steiker, Fischer, Edwards & Greenapple, P.C. February 2010 - December 2014
Daystar for Medically Fragile Infants, Inc. 2008 - January 2010
Boylan, Brown, Code, Vigdor & Wilson, LLP September 2003 - January 2010
Skills
Estate Planning, ESOP, Executive Compensation..., Ownership Transition..., Corporate Governance, Exit Strategies, Small Business, Tax, Due Diligence, Corporate Law, Business Strategy, Business Planning, ERISA, Employee Benefits, Trusts, Shareholder, Executive Pay, Legal Advice, Estate Tax Planning, Tax Law
Education
Syracuse University College of Law 2000 — 2003
JD, Law
Elmira College 1996 — 2000
Bachelor's degree, Criminal Justice & Political Science
Steiker, Greenapple & Croscut, P.C. January 2015 - Present
SES Advisors, Inc. January 2011 - Present
Steiker, Fischer, Edwards & Greenapple, P.C. February 2010 - December 2014
Daystar for Medically Fragile Infants, Inc. 2008 - January 2010
Boylan, Brown, Code, Vigdor & Wilson, LLP September 2003 - January 2010
Skills
Estate Planning, ESOP, Executive Compensation..., Ownership Transition..., Corporate Governance, Exit Strategies, Small Business, Tax, Due Diligence, Corporate Law, Business Strategy, Business Planning, ERISA, Employee Benefits, Trusts, Shareholder, Executive Pay, Legal Advice, Estate Tax Planning, Tax Law
Education
Syracuse University College of Law 2000 — 2003
JD, Law
Elmira College 1996 — 2000
Bachelor's degree, Criminal Justice & Political Science
Doug Cannon's SES Advisors, Inc. Experience September 2010 - Present
Job Principal & President of Plan Services at SES Advisors, Inc.
Industry Financial Services
Experience
SES Advisors, Inc. September 2010 - Present
Crowe Horwath LLP January 2003 - September 2010
American Express Tax and Business Services December 2001 - January 2003
Skills
ESOP Administration, 401(k) TPA, Mature ESOP Consulting, Repurchase Liability..., Profit Sharing New..., ESOP Feasibility, QKA, CMF, ERISA, Accounting, IRC 409(p), ASPPA, ESOP Company, Profit Sharing, Defined Contribution, ESOP, Financial Advisory, Financial Analysis, Finance, Business Valuation
Education
Indiana State University 1991 — 1994
Bachelor of Science (B.S.), Accounting
SES Advisors, Inc. September 2010 - Present
Crowe Horwath LLP January 2003 - September 2010
American Express Tax and Business Services December 2001 - January 2003
Skills
ESOP Administration, 401(k) TPA, Mature ESOP Consulting, Repurchase Liability..., Profit Sharing New..., ESOP Feasibility, QKA, CMF, ERISA, Accounting, IRC 409(p), ASPPA, ESOP Company, Profit Sharing, Defined Contribution, ESOP, Financial Advisory, Financial Analysis, Finance, Business Valuation
Education
Indiana State University 1991 — 1994
Bachelor of Science (B.S.), Accounting
Kristin Roughgarden Kristin Roughgarden's SES Advisors, Inc. Experience May 2006 - December 2006
Job Supervisor at Pressler and Pressler
Industry Law Practice
Experience
Pressler and Pressler June 2007 - Present
SES Advisors, Inc. May 2006 - December 2006
Steiker, Fischer, Edwards & Greenapple, P.C. May 2006 - December 2006
Skills
Legal Assistance, Legal Research, Westlaw, Lexis, Legal Writing, Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Motions, Corporate Law, Document Review, Document Drafting, Legal Documents
Education
Fairleigh Dickinson University 2012 — 2013
Certification, Paralegal Studies
Ramapo College of New Jersey 2002 — 2007
Bachelor of Science (B.S.), Business Administration and Management, General
Pressler and Pressler June 2007 - Present
SES Advisors, Inc. May 2006 - December 2006
Steiker, Fischer, Edwards & Greenapple, P.C. May 2006 - December 2006
Skills
Legal Assistance, Legal Research, Westlaw, Lexis, Legal Writing, Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Motions, Corporate Law, Document Review, Document Drafting, Legal Documents
Education
Fairleigh Dickinson University 2012 — 2013
Certification, Paralegal Studies
Ramapo College of New Jersey 2002 — 2007
Bachelor of Science (B.S.), Business Administration and Management, General
Brian Wurpts Brian Wurpts's SES Advisors, Inc. Experience March 1998 - Present
Job Vice President, Plan Services Group at SES Advisors, Inc.
Industry Financial Services
Experience
SES Advisors, Inc. March 1998 - Present
ShoreBank April 1991 - March 1998
Skills
Financial Analysis, 401k, Forecasting, Mergers, Corporate Finance, Retirement, Pension Administration, Due Diligence, Investment Banking, Mergers & Acquisitions, Business Planning, Capital Markets, Business Valuation, ERISA, Employee Benefits, Valuation, ESOP, Financial Modeling
Education
Villanova University 2001 — 2005
MBA, Finance
Northwestern College 1986 — 1990
BA, Business Admin and Economics
SES Advisors, Inc. March 1998 - Present
ShoreBank April 1991 - March 1998
Skills
Financial Analysis, 401k, Forecasting, Mergers, Corporate Finance, Retirement, Pension Administration, Due Diligence, Investment Banking, Mergers & Acquisitions, Business Planning, Capital Markets, Business Valuation, ERISA, Employee Benefits, Valuation, ESOP, Financial Modeling
Education
Villanova University 2001 — 2005
MBA, Finance
Northwestern College 1986 — 1990
BA, Business Admin and Economics
Diane Fanelli's SES Advisors, Inc. Experience 2000 - Present
Job VP, Senior Plan Administrator at SES Advisors, Inc.
Industry Financial Services
Experience
SES Advisors, Inc. 2000 - Present
The Savitz Organization, ADP, Noble Lowndes, Alexander & Alexander 1978 - 1999
Skills
401k, ERISA, Succession Planning, Defined Benefit, Retirement, Research, Employee Benefits, Leadership, Corporate Governance, Capital Markets, Financial Analysis, Executive Pay
Education
Temple University 1969 — 1972
SES Advisors, Inc. 2000 - Present
The Savitz Organization, ADP, Noble Lowndes, Alexander & Alexander 1978 - 1999
Skills
401k, ERISA, Succession Planning, Defined Benefit, Retirement, Research, Employee Benefits, Leadership, Corporate Governance, Capital Markets, Financial Analysis, Executive Pay
Education
Temple University 1969 — 1972
Valerie Maulbeck's SES Advisors, Inc. Experience March 2008 - February 2011
Job Technical Consultant at Heller Consulting
Industry Public Relations and Communications
Experience
Heller Consulting July 2014 - Present
Hispanics in Philanthropy February 2012 - June 2014
Design and Research Consultant March 2011 - March 2012
Hispanics in Philanthropy July 2011 - February 2012
SES Advisors, Inc. March 2008 - February 2011
SES Advisors, Inc. February 2007 - March 2008
Summit YMCA June 2004 - August 2005
Skills
Grants, Nonprofits, Editing, Fundraising, Philanthropy, Event Planning, Research, Grant Writing, Leadership, Volunteer Management, Graphic Design, Writing, Marketing Communications, Data Management, Website Development, Project Management, infographics, Non-profits, Community Outreach, Salesforce Administrator
Education
Swarthmore College 2002 — 2006
Bachelor of Arts, Major in Sociology & Anthropology, Minor in English Literature
Heller Consulting July 2014 - Present
Hispanics in Philanthropy February 2012 - June 2014
Design and Research Consultant March 2011 - March 2012
Hispanics in Philanthropy July 2011 - February 2012
SES Advisors, Inc. March 2008 - February 2011
SES Advisors, Inc. February 2007 - March 2008
Summit YMCA June 2004 - August 2005
Skills
Grants, Nonprofits, Editing, Fundraising, Philanthropy, Event Planning, Research, Grant Writing, Leadership, Volunteer Management, Graphic Design, Writing, Marketing Communications, Data Management, Website Development, Project Management, infographics, Non-profits, Community Outreach, Salesforce Administrator
Education
Swarthmore College 2002 — 2006
Bachelor of Arts, Major in Sociology & Anthropology, Minor in English Literature
Thomas G. King's SES Advisors, Inc. Experience September 2010 - Present
Job Senior Vice President at SES Advisors, Inc.
Industry Financial Services
Experience
SES Advisors, Inc. September 2010 - Present
King Financial Inc. 1996 - August 2010
King Financial, Inc. October 2008 - 2008
AMERICAN SYSTEMS 1996 - 2005
Deloitte & Touche 1967 - 1996
Education
University of Maryland College Park
CPA & BS, Business
SES Advisors, Inc. September 2010 - Present
King Financial Inc. 1996 - August 2010
King Financial, Inc. October 2008 - 2008
AMERICAN SYSTEMS 1996 - 2005
Deloitte & Touche 1967 - 1996
Education
University of Maryland College Park
CPA & BS, Business
Karianne Tomosky, CPA's SES Advisors, Inc. Experience January 2005 - January 2007
Job Manager at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ MHM, LLC January 2014 - Present
Laurel House July 2015 - Present
CBIZ MHM, LLC May 2007 - December 2013
LarsonAllen January 2007 - April 2007
SES Advisors, Inc. January 2005 - January 2007
Skills
GAAP, Accounting, Financial Reporting, Auditing, Caseware, IDEA, US GAAP, External Audit, Corporate Tax, SEC filings, CPA, Forensic Accounting, Tax, Internal Controls, Financial Accounting, Tax Preparation, Financial Analysis, SEC Filings
Education
Philadelphia University
CBIZ MHM, LLC January 2014 - Present
Laurel House July 2015 - Present
CBIZ MHM, LLC May 2007 - December 2013
LarsonAllen January 2007 - April 2007
SES Advisors, Inc. January 2005 - January 2007
Skills
GAAP, Accounting, Financial Reporting, Auditing, Caseware, IDEA, US GAAP, External Audit, Corporate Tax, SEC filings, CPA, Forensic Accounting, Tax, Internal Controls, Financial Accounting, Tax Preparation, Financial Analysis, SEC Filings
Education
Philadelphia University