Sterling Financial Group
Description
Address: 4525 Wasatch Blvd #250, Salt Lake City, UT 84124 Phone: (801) 263-3636Category: : : Website: Hours: : : : Place name: : Website: http://www.sfg.us/ 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 Sterling Financial Group Posting publicly on the Web Write a review Reviews 1 Google review
Sterling Financial Group List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Sterling Financial Group. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Sterling Financial Group Employees
Employee
Years
Job
Industry
Kyle Lauzon Kyle Lauzon's Sterling Financial Group Experience 2000 - 2004
Job Managing Director, Equity Capital Markets at Noble FCM
Industry Investment Banking
Experience
Noble Financial December 2011 - January 2015
Dawson James Securities November 2010 - December 2011
CK COOPER & CO November 2009 - November 2010
BioLogic Equity Research 2008 - 2009
Dawson James Securities 2004 - 2008
Sterling Financial Group 2000 - 2004
Blue Stone International 1998 - 2000
Skills
Equity Research, Capital Markets, Institutional Sales, Equities, Investment Banking, Series 7, Private Equity, Series 63, Bloomberg, Venture Capital, IPO, Private Placements, Equity Capital Markets, Business Valuation, Equity Trading, Structured Finance, Trading, Hedge Funds, FINRA, Alternative Investments, Valuation, Corporate Development, Derivatives, Mergers & Acquisitions, Investments, Options, Investor Relations, Asset Management, Due Diligence, Financial Analysis, Emerging Markets, Portfolio Management, Corporate Finance, Bonds, Fixed Income, Equity Valuation, Financial Markets, Financial Structuring, Bloomberg Terminal, Financial Modeling, Trading Strategies, Mutual Funds, Investment Strategies, Investment Management, Securities, Asset Allocation, Finance, Electronic Trading, Management, Start-ups
Education
Southern Connecticut State University 1988 — 1992
Noble Financial December 2011 - January 2015
Dawson James Securities November 2010 - December 2011
CK COOPER & CO November 2009 - November 2010
BioLogic Equity Research 2008 - 2009
Dawson James Securities 2004 - 2008
Sterling Financial Group 2000 - 2004
Blue Stone International 1998 - 2000
Skills
Equity Research, Capital Markets, Institutional Sales, Equities, Investment Banking, Series 7, Private Equity, Series 63, Bloomberg, Venture Capital, IPO, Private Placements, Equity Capital Markets, Business Valuation, Equity Trading, Structured Finance, Trading, Hedge Funds, FINRA, Alternative Investments, Valuation, Corporate Development, Derivatives, Mergers & Acquisitions, Investments, Options, Investor Relations, Asset Management, Due Diligence, Financial Analysis, Emerging Markets, Portfolio Management, Corporate Finance, Bonds, Fixed Income, Equity Valuation, Financial Markets, Financial Structuring, Bloomberg Terminal, Financial Modeling, Trading Strategies, Mutual Funds, Investment Strategies, Investment Management, Securities, Asset Allocation, Finance, Electronic Trading, Management, Start-ups
Education
Southern Connecticut State University 1988 — 1992
lindsey price lindsey price's Sterling Financial Group Experience June 2008 - August 2008
Job Photography Professional
Industry Photography
Experience
Self-employed 2010 - Present
Les Pommettes May 2013 - August 2013
Sadie Greens June 2010 - August 2010
Sterling Financial Group June 2008 - August 2008
Skills
Photoshop, After Effects, Dreamweaver, InDesign, Digital Photography, 35mm photography, Studio Lighting, Final Cut Pro, Typography, Lightroom, Microsoft Excel, Microsoft Office, Graphic Design, Magazine Layout Design, Book Design, Illustrator, Painting, Drawing, Collage, High-end Retouching, Photo Editor, Inventory Management, Commercial Product..., Photo Shoot Production, Print Design, Web Design
Education
California Institute of the Arts 2010 — 2014
Bachelor's degree, Photography and Media
Self-employed 2010 - Present
Les Pommettes May 2013 - August 2013
Sadie Greens June 2010 - August 2010
Sterling Financial Group June 2008 - August 2008
Skills
Photoshop, After Effects, Dreamweaver, InDesign, Digital Photography, 35mm photography, Studio Lighting, Final Cut Pro, Typography, Lightroom, Microsoft Excel, Microsoft Office, Graphic Design, Magazine Layout Design, Book Design, Illustrator, Painting, Drawing, Collage, High-end Retouching, Photo Editor, Inventory Management, Commercial Product..., Photo Shoot Production, Print Design, Web Design
Education
California Institute of the Arts 2010 — 2014
Bachelor's degree, Photography and Media
Nicholas Nicolette Nicholas Nicolette's Sterling Financial Group Experience April 1992 - Present
Job Principal at Sterling Financial Group
Industry Investment Management
Experience
Sterling Financial Group April 1992 - Present
Financial Planning Association 1982 - Present
Money Quotient 2010 - Present
FPA 1982 - Present
Financial Planning Association (FPA) 1982 - Present
Skills
Portfolio Management, Insurance, Fixed Annuities, Financial Services, Mutual Funds, Investment Advisory, Estate Planning, Financial Advisory, Financial Planners, Retirement, Wealth, Asset Allocation, Asset Management, IRAs, Investments, Series 7, Investment Strategies, Wealth Management..., Investment Management, Wealth Management, 401k, Retirement Planning, Strategic Financial...
Education
Davidson College 1977 — 1981
Sterling Financial Group April 1992 - Present
Financial Planning Association 1982 - Present
Money Quotient 2010 - Present
FPA 1982 - Present
Financial Planning Association (FPA) 1982 - Present
Skills
Portfolio Management, Insurance, Fixed Annuities, Financial Services, Mutual Funds, Investment Advisory, Estate Planning, Financial Advisory, Financial Planners, Retirement, Wealth, Asset Allocation, Asset Management, IRAs, Investments, Series 7, Investment Strategies, Wealth Management..., Investment Management, Wealth Management, 401k, Retirement Planning, Strategic Financial...
Education
Davidson College 1977 — 1981
Jeremy Shenk Jeremy Shenk's Sterling Financial Group Experience April 2006 - April 2008
Job Sales Representative at Earth Source Trading Inc.
Industry Automotive
Experience
Earth Source Trading, Inc. June 2014 - Present
Faulkner BMW April 2008 - May 2014
Sterling Financial Group April 2006 - April 2008
Bank of Lancaster County November 2003 - April 2005
Skills
Customer Service, Team Building, Microsoft Office, Strategic Planning, Project Management, Microsoft Excel, Team Leadership, Microsoft Word, Business Development, New Business Development, Banking, Sales, Negotiation, Financial Analysis, Windows, Customer Satisfaction, Leadership
Education
Eastern Mennonite University 1999 — 2003
Bachelor's degree, Business Administration and Management, General
Eastern Mennonite University 1999 — 2003
B.S, Business Administration
Lancaster Chamber of Commerce training
Earth Source Trading, Inc. June 2014 - Present
Faulkner BMW April 2008 - May 2014
Sterling Financial Group April 2006 - April 2008
Bank of Lancaster County November 2003 - April 2005
Skills
Customer Service, Team Building, Microsoft Office, Strategic Planning, Project Management, Microsoft Excel, Team Leadership, Microsoft Word, Business Development, New Business Development, Banking, Sales, Negotiation, Financial Analysis, Windows, Customer Satisfaction, Leadership
Education
Eastern Mennonite University 1999 — 2003
Bachelor's degree, Business Administration and Management, General
Eastern Mennonite University 1999 — 2003
B.S, Business Administration
Lancaster Chamber of Commerce training
Adam Althouse Adam Althouse's Sterling Financial Group Experience September 2004 - August 2008
Job VP, Relationship Manager at National Penn
Industry Financial Services
Experience
National Penn October 2014 - Present
M&T Bank September 2013 - September 2014
M&T Bank July 2012 - October 2013
PNC August 2008 - July 2012
Sterling Financial Group September 2004 - August 2008
Wells Fargo Financial June 2003 - July 2004
Skills
Treasury Managment, Commercial Lending, Financial Analysis, Sales, Project Management, Coaching, Treasury Management, Banking, Cash Flow, Relationship Management, Credit, Business Development, Commercial Banking, Loans, Cash Management, Small Business Lending, Financial Services, Finance, Risk Management, Portfolio Management
Education
Penn State University 1999 — 2003
BS, Business Management
National Penn October 2014 - Present
M&T Bank September 2013 - September 2014
M&T Bank July 2012 - October 2013
PNC August 2008 - July 2012
Sterling Financial Group September 2004 - August 2008
Wells Fargo Financial June 2003 - July 2004
Skills
Treasury Managment, Commercial Lending, Financial Analysis, Sales, Project Management, Coaching, Treasury Management, Banking, Cash Flow, Relationship Management, Credit, Business Development, Commercial Banking, Loans, Cash Management, Small Business Lending, Financial Services, Finance, Risk Management, Portfolio Management
Education
Penn State University 1999 — 2003
BS, Business Management
Charles Wurster Charles Wurster's Sterling Financial Group Experience 2002 - 2008
Job Credit Officer at York Traditions Bank
Industry Banking
Experience
York Traditions Bank February 2012 - Present
Bankers Settlement Services - Capital Region, LLC 2014 - 2015
Bankers Settlement Services - Capital Region, LLC 2014 - 2015
Bankers Settlement Services - Capital Region, LLC 2014 - 2015
White Rose Consulting December 2011 - February 2012
Citizens Bank June 2010 - December 2011
PNC Business Banking April 2008 - June 2010
Springettsbury Township Planning Commission 2007 - 2010
Sterling Financial Group 2002 - 2008
PeoplesBank June 1996 - February 2002
Skills
Commercial Lending, Cash Management, FX, Interest Rate Swaps, Lines Of Credit, Consumer Lending, Appraisal reviews, Loan Review, Credit Review, Public Speaking, College Teaching, Organizational..., Banking, Finance, Commercial Banking, Strategic Planning
Education
National Development Council 1994 — 1995
Economic Development Finance Certification, Economic Development Finance
Duquesne University 1991 — 1992
MBA, Finance
Penn State University 1986 — 1990
BS, Public Service
York Traditions Bank February 2012 - Present
Bankers Settlement Services - Capital Region, LLC 2014 - 2015
Bankers Settlement Services - Capital Region, LLC 2014 - 2015
Bankers Settlement Services - Capital Region, LLC 2014 - 2015
White Rose Consulting December 2011 - February 2012
Citizens Bank June 2010 - December 2011
PNC Business Banking April 2008 - June 2010
Springettsbury Township Planning Commission 2007 - 2010
Sterling Financial Group 2002 - 2008
PeoplesBank June 1996 - February 2002
Skills
Commercial Lending, Cash Management, FX, Interest Rate Swaps, Lines Of Credit, Consumer Lending, Appraisal reviews, Loan Review, Credit Review, Public Speaking, College Teaching, Organizational..., Banking, Finance, Commercial Banking, Strategic Planning
Education
National Development Council 1994 — 1995
Economic Development Finance Certification, Economic Development Finance
Duquesne University 1991 — 1992
MBA, Finance
Penn State University 1986 — 1990
BS, Public Service
Joseph Marsh, CFA's Sterling Financial Group Experience November 1998 - January 2006
Job Manager, Performance Reporting at Commonwealth Financial Network
Industry Financial Services
Experience
Commonwealth Financial Network March 2012 - Present
Commonwealth Financial Network September 2008 - March 2012
Commonwealth Financial Network January 2006 - September 2008
Sterling Financial Group November 1998 - January 2006
A. Gary Shilling & Company, Inc. January 1994 - July 1998
Skills
Management, Performance Measurement, Performance Analysis, Financial Reporting, Financial Analysis, Investments, Investment Management, Mutual Funds, Project Management, Customer Service, Series 7, Microsoft Office, Microsoft Excel, Advent, FBSI
Education
Boston College 1989 — 1993
Bachelor of Science (BS), Finance/Economics
Commonwealth Financial Network March 2012 - Present
Commonwealth Financial Network September 2008 - March 2012
Commonwealth Financial Network January 2006 - September 2008
Sterling Financial Group November 1998 - January 2006
A. Gary Shilling & Company, Inc. January 1994 - July 1998
Skills
Management, Performance Measurement, Performance Analysis, Financial Reporting, Financial Analysis, Investments, Investment Management, Mutual Funds, Project Management, Customer Service, Series 7, Microsoft Office, Microsoft Excel, Advent, FBSI
Education
Boston College 1989 — 1993
Bachelor of Science (BS), Finance/Economics
Jan Hamblet Jan Hamblet's Sterling Financial Group Experience April 1994 - February 1998
Job Owner, Independent Herbalife Distributor
Industry Health, Wellness and Fitness
Experience
Independent Herbalife Distributor OwnerClean Sweep Housecleaning2015 - Present
Paul Kelloff Construction Inc. June 1998 - November 2014
Sterling Financial Group April 1994 - February 1998
Skills
Nutrition, Home Based Business, Wellness Coaching, Wellness, Lifestyle, Weight, New Business Development, Sports Nutrition, Weight Management, Weight Loss Coaching, Supplements, Wellbeing, Network Marketing, Lifestyle Coaching, Nutritional Counseling, Customer Service, Entrepreneurship, Small Business
Education
New York Law School 1984 — 1987
Juris Doctorate, Banking, Corporate, Finance, and Securities Law
Independent Herbalife Distributor OwnerClean Sweep Housecleaning2015 - Present
Paul Kelloff Construction Inc. June 1998 - November 2014
Sterling Financial Group April 1994 - February 1998
Skills
Nutrition, Home Based Business, Wellness Coaching, Wellness, Lifestyle, Weight, New Business Development, Sports Nutrition, Weight Management, Weight Loss Coaching, Supplements, Wellbeing, Network Marketing, Lifestyle Coaching, Nutritional Counseling, Customer Service, Entrepreneurship, Small Business
Education
New York Law School 1984 — 1987
Juris Doctorate, Banking, Corporate, Finance, and Securities Law
Alexis Korybut Alexis Korybut's Sterling Financial Group Experience January 1999 - December 2004
Job President & CEO at Tactical Air Defense Services, Inc.
Industry Airlines/Aviation
Experience
Tactical Air Defense Services, Inc. Managing PartnerPlumtree Consulting Group LLCJanuary 2005 - Present
Sterling Financial Group January 1999 - December 2004
Education
University of Michigan
MBA, Finance
Tactical Air Defense Services, Inc. Managing PartnerPlumtree Consulting Group LLCJanuary 2005 - Present
Sterling Financial Group January 1999 - December 2004
Education
University of Michigan
MBA, Finance
Amy M. Hogan Amy M. Hogan's Sterling Financial Group Experience August 2001 - April 2003
Job Assistant Provost for Leadership Initiatives at Virginia Tech
Industry Higher Education
Experience
Virginia Tech May 2012 - Present
Amy M. Hogan August 2006 - Present
Virginia Tech September 2007 - May 2012
The Roanoke Times April 2003 - May 2006
Sterling Financial Group August 2001 - April 2003
Dana Corporation March 1999 - June 2001
PA Higher Education Assistance Agency January 1996 - March 1999
Skills
Higher Education, Organizational..., Research, Public Speaking, Strategic Planning, Coaching, Teaching, Leadership Development, Team Building, Human Resources, Recruiting, Performance Management, Employee Relations, Leadership, Staff Development, Management
Education
University of Phoenix 2000 — 2004
MAOM, Organizational Management
Virginia Polytechnic Institute and State University 1991 — 1995
B.S., Psychology, Sociology, Music
Falls Church HS
Virginia Tech May 2012 - Present
Amy M. Hogan August 2006 - Present
Virginia Tech September 2007 - May 2012
The Roanoke Times April 2003 - May 2006
Sterling Financial Group August 2001 - April 2003
Dana Corporation March 1999 - June 2001
PA Higher Education Assistance Agency January 1996 - March 1999
Skills
Higher Education, Organizational..., Research, Public Speaking, Strategic Planning, Coaching, Teaching, Leadership Development, Team Building, Human Resources, Recruiting, Performance Management, Employee Relations, Leadership, Staff Development, Management
Education
University of Phoenix 2000 — 2004
MAOM, Organizational Management
Virginia Polytechnic Institute and State University 1991 — 1995
B.S., Psychology, Sociology, Music
Falls Church HS
Scott Marciniec Scott Marciniec's Sterling Financial Group Experience March 2014 - May 2014
Job Account Manager at Connex International
Industry Marketing and Advertising
Experience
Connex International September 2015 - Present
Apex Solar Energy, LLC May 2014 - Present
Mount Southington Ski Area November 2010 - Present
Indeed.com June 2014 - August 2014
Sterling Financial Group March 2014 - May 2014
Campus Special April 2014 - April 2014
Campus Special April 2013 - September 2013
PayPal December 2012 - March 2013
OneLouder Apps October 2011 - December 2011
Skills
Team Leadership, Sales, Account Management, New Business Development, Consultative Selling, Social Networking, Adobe Creative Suite, Market Research, Online Lead Generation, Digital Marketing, Public Speaking, Client Relations, Salesforce.com, Advertising, Social Media, Social Media Marketing, Marketing Communications, Cold Calling, Online Advertising, PowerPoint, Photoshop, Microsoft Office, Microsoft Word, Microsoft Excel, Graphic Design, InDesign, Illustrator, Final Cut Pro, Marketing Strategy, Youth Marketing, Brand Awareness, Marketing, Advertising Sales, Pay for Performance, Recruitment Advertising, Search Advertising, Prezi, Sales Trainings, CRM
Education
Syracuse University 2011 — 2015
Bachelor's Degree, Advertising & Marketing Management
Syracuse University in Florence 2013 — 2013
Global Business Management/History
Pomperaug High School
Connex International September 2015 - Present
Apex Solar Energy, LLC May 2014 - Present
Mount Southington Ski Area November 2010 - Present
Indeed.com June 2014 - August 2014
Sterling Financial Group March 2014 - May 2014
Campus Special April 2014 - April 2014
Campus Special April 2013 - September 2013
PayPal December 2012 - March 2013
OneLouder Apps October 2011 - December 2011
Skills
Team Leadership, Sales, Account Management, New Business Development, Consultative Selling, Social Networking, Adobe Creative Suite, Market Research, Online Lead Generation, Digital Marketing, Public Speaking, Client Relations, Salesforce.com, Advertising, Social Media, Social Media Marketing, Marketing Communications, Cold Calling, Online Advertising, PowerPoint, Photoshop, Microsoft Office, Microsoft Word, Microsoft Excel, Graphic Design, InDesign, Illustrator, Final Cut Pro, Marketing Strategy, Youth Marketing, Brand Awareness, Marketing, Advertising Sales, Pay for Performance, Recruitment Advertising, Search Advertising, Prezi, Sales Trainings, CRM
Education
Syracuse University 2011 — 2015
Bachelor's Degree, Advertising & Marketing Management
Syracuse University in Florence 2013 — 2013
Global Business Management/History
Pomperaug High School
Tom Speight Tom Speight's Sterling Financial Group Experience January 2008 - Present
Job President and Financial Planner at Sterling Financial Group
Industry Financial Services
Experience
Sterling Financial Group January 2008 - Present
Stein Finanical Group June 2003 - December 2007
Skills
Retirement Planning, Estate Planning, Wealth Management, Strategic Financial..., Insurance, Investments, Fixed Annuities, Investment Advisory, Mutual Funds, Long-term Care, Financial Advisory, Financial Planners, Retirement, Disability Insurance, Term Life Insurance, IRAs, Life Insurance, Wealth Accumulation, Investment Strategies, 401k Rollovers, Critical Illness, Finance, Financial Services, Wealth, Portfolio Management, Securities, 401k, Long Term Care Insurance, Asset Management, Health Insurance, Whole Life
Education
Birmingham City University 1986 — 1987
International, Masters, Business Administration and Management, General
Bob Jones University 1981 — 1985
Bachelor of Science (BS), Accounting
Sterling Financial Group January 2008 - Present
Stein Finanical Group June 2003 - December 2007
Skills
Retirement Planning, Estate Planning, Wealth Management, Strategic Financial..., Insurance, Investments, Fixed Annuities, Investment Advisory, Mutual Funds, Long-term Care, Financial Advisory, Financial Planners, Retirement, Disability Insurance, Term Life Insurance, IRAs, Life Insurance, Wealth Accumulation, Investment Strategies, 401k Rollovers, Critical Illness, Finance, Financial Services, Wealth, Portfolio Management, Securities, 401k, Long Term Care Insurance, Asset Management, Health Insurance, Whole Life
Education
Birmingham City University 1986 — 1987
International, Masters, Business Administration and Management, General
Bob Jones University 1981 — 1985
Bachelor of Science (BS), Accounting
Shaylene Jennings's Sterling Financial Group Experience May 2014 - January 2015
Job Student at The University of Utah
Industry Public Relations and Communications
Experience
The University of Utah February 2015 - Present
Sterling Financial Group May 2014 - January 2015
Millcreek Inn - Wedding and Event Venue December 2011 - May 2012
Castle & Cooke Mortgage, LLC March 2010 - June 2011
Novell October 2005 - March 2010
Newspaper 2008 - January 2010
Skills
Social Networking, Public Relations, Leadership, Marketing Communications, Marketing, Event Planning, Customer Service, Training, Social Media, Press Releases, Graphic Design, Public Speaking, Technical Writing, Direct Marketing, Sales, Event Management, Online Advertising, Training Videos, Training Manuals
Education
University of Utah 2015 — 2015
Bachelor's degree, Communications, Writing, Journalism
Utah Valley University 2008 — 2011
AS, Integrated Studies, 3.9 GPA
Brigham Young University - Idaho 2002 — 2005
Lifestyle Management
The University of Utah February 2015 - Present
Sterling Financial Group May 2014 - January 2015
Millcreek Inn - Wedding and Event Venue December 2011 - May 2012
Castle & Cooke Mortgage, LLC March 2010 - June 2011
Novell October 2005 - March 2010
Newspaper 2008 - January 2010
Skills
Social Networking, Public Relations, Leadership, Marketing Communications, Marketing, Event Planning, Customer Service, Training, Social Media, Press Releases, Graphic Design, Public Speaking, Technical Writing, Direct Marketing, Sales, Event Management, Online Advertising, Training Videos, Training Manuals
Education
University of Utah 2015 — 2015
Bachelor's degree, Communications, Writing, Journalism
Utah Valley University 2008 — 2011
AS, Integrated Studies, 3.9 GPA
Brigham Young University - Idaho 2002 — 2005
Lifestyle Management
Ryan Tennyson Ryan Tennyson's Sterling Financial Group Experience January 1991 - January 2004
Job Vice President at BankUnited
Industry Banking
Experience
BankUnited August 2015 - Present
Fifth Third Bank January 2006 - August 2015
Orlando National Bank January 2004 - January 2006
Sterling Financial Group January 1991 - January 2004
Education
Webster University 1998 — 2000
Master of Business Administration (M.B.A.)
University of Florida 1966 — 1969
Bachelor’s Degree, Accounting
BankUnited August 2015 - Present
Fifth Third Bank January 2006 - August 2015
Orlando National Bank January 2004 - January 2006
Sterling Financial Group January 1991 - January 2004
Education
Webster University 1998 — 2000
Master of Business Administration (M.B.A.)
University of Florida 1966 — 1969
Bachelor’s Degree, Accounting
Kay Ambrose Kay Ambrose's Sterling Financial Group Experience 2005 - 2007
Job AML Compliance Advisory, SVP at Citi, CAMS
Industry Banking
Experience
Citi November 2014 - Present
JP Morgan Chase March 2012 - October 2014
Barclaycard US August 2008 - March 2012
Delaware Sterling Bank September 2005 - August 2008
Sterling Financial Group 2005 - 2007
The Bank of New York August 2000 - June 2005
Bank of New York Mellon 1992 - 2005
Education
University of Delaware 1976 — 1980
BS, Business Finance
Citi November 2014 - Present
JP Morgan Chase March 2012 - October 2014
Barclaycard US August 2008 - March 2012
Delaware Sterling Bank September 2005 - August 2008
Sterling Financial Group 2005 - 2007
The Bank of New York August 2000 - June 2005
Bank of New York Mellon 1992 - 2005
Education
University of Delaware 1976 — 1980
BS, Business Finance
Pamela Byrd Pamela Byrd's Sterling Financial Group Experience March 1995 - June 1999
Job Leadership/Boundaries Coach | Leadership Development | Professional Boundaries Training | Performance Management
Industry Professional Training & Coaching
Experience
Byrd's Eye View August 2012 - Present
Byrd's Eye View February 2011 - Present
Wilderness Journeys June 2006 - Present
Wilderness Journeys January 2006 - Present
Right Management July 2007 - September 2010
Assurant Preneed March 2001 - October 2006
Randstad HR Solutions 2000 - 2001
Sterling Financial Group March 1995 - June 1999
Skills
Leadership Development, Organizational..., Coaching, Public Speaking, Training, Performance Management, Executive Coaching, Workshop Facilitation, Leadership, Team Building, Entrepreneurship, Management Development, Talent Management, Personal Development, Marketing, Training Delivery, Business Coaching, Life Coaching, Culture Change, Job Coaching, Program Development, Journaling, Nonprofits, Conflict Resolution, Organizational..., Facilitators, Motivational Speaking, Succession Planning, Employee Engagement, Platform/Virtual..., Entrepreneur, Adult Education, Emotional Intelligence, Consulting, Journaling Practitioner, Professional Boundaries, Strategic Life Planning, Group Coaching, Soft Skills, Women's Empowerment, Mastermind Groups, Codependency, Career Assessment, Presentation Coaching, Facilitation, Career Development, Mentoring, Strategy, Career Counseling, Interviews
Education
Penn State Harrisburg 1997 — 1999
Organizational Development, Certification ASTD
Santa Monica College 1978 — 1980
Warrensville Heights
Byrd's Eye View August 2012 - Present
Byrd's Eye View February 2011 - Present
Wilderness Journeys June 2006 - Present
Wilderness Journeys January 2006 - Present
Right Management July 2007 - September 2010
Assurant Preneed March 2001 - October 2006
Randstad HR Solutions 2000 - 2001
Sterling Financial Group March 1995 - June 1999
Skills
Leadership Development, Organizational..., Coaching, Public Speaking, Training, Performance Management, Executive Coaching, Workshop Facilitation, Leadership, Team Building, Entrepreneurship, Management Development, Talent Management, Personal Development, Marketing, Training Delivery, Business Coaching, Life Coaching, Culture Change, Job Coaching, Program Development, Journaling, Nonprofits, Conflict Resolution, Organizational..., Facilitators, Motivational Speaking, Succession Planning, Employee Engagement, Platform/Virtual..., Entrepreneur, Adult Education, Emotional Intelligence, Consulting, Journaling Practitioner, Professional Boundaries, Strategic Life Planning, Group Coaching, Soft Skills, Women's Empowerment, Mastermind Groups, Codependency, Career Assessment, Presentation Coaching, Facilitation, Career Development, Mentoring, Strategy, Career Counseling, Interviews
Education
Penn State Harrisburg 1997 — 1999
Organizational Development, Certification ASTD
Santa Monica College 1978 — 1980
Warrensville Heights
Robyn Q Harris's Sterling Financial Group Experience March 1999 - August 2002
Job Business Support Specialist at Freedom Mortgage
Industry Financial Services
Experience
Q Financial Group March 2002 - Present
Freedom Mortgage September 2014 - 2015
Lockheed Martin May 2013 - September 2014
American Credit Acceptance April 2010 - 2012
JPMorgan Chase June 2008 - January 2010
Lending Mortgage March 2005 - June 2008
The Meridian Mortgage Group March 2003 - April 2005
Washington Mutual Finance August 2002 - March 2003
Sterling Financial Group March 1999 - August 2002
Skills
Recruiting, Loans, Budgets, Management, Real Estate, Customer Service, Sales, Retail, Credit, Marketing, Customer Satisfaction, Account Management, Advertising, Analysis, Banking, CRM, Cold Calling, Finance, Forecasting, Insurance, Leadership, Mortgage Lending, Negotiation, New Business Development, Operations Management, Sales Operations, Payroll, Selling, Team Building, Time Management, Training, Coaching, Financial Risk, Business Development, Business Planning, Call Centers, Customer Retention, Process Improvement, Risk Management, Sales Management, Public Speaking, Microsoft Office, Microsoft Excel, Leadership Development, Public Relations, Social Media Marketing, Social Networking, Team Leadership
Education
Indiana Wesleyan University
Bachelor's degree, Business Management
Q Financial Group March 2002 - Present
Freedom Mortgage September 2014 - 2015
Lockheed Martin May 2013 - September 2014
American Credit Acceptance April 2010 - 2012
JPMorgan Chase June 2008 - January 2010
Lending Mortgage March 2005 - June 2008
The Meridian Mortgage Group March 2003 - April 2005
Washington Mutual Finance August 2002 - March 2003
Sterling Financial Group March 1999 - August 2002
Skills
Recruiting, Loans, Budgets, Management, Real Estate, Customer Service, Sales, Retail, Credit, Marketing, Customer Satisfaction, Account Management, Advertising, Analysis, Banking, CRM, Cold Calling, Finance, Forecasting, Insurance, Leadership, Mortgage Lending, Negotiation, New Business Development, Operations Management, Sales Operations, Payroll, Selling, Team Building, Time Management, Training, Coaching, Financial Risk, Business Development, Business Planning, Call Centers, Customer Retention, Process Improvement, Risk Management, Sales Management, Public Speaking, Microsoft Office, Microsoft Excel, Leadership Development, Public Relations, Social Media Marketing, Social Networking, Team Leadership
Education
Indiana Wesleyan University
Bachelor's degree, Business Management
Richard W. Blackstone Jr. Richard W. Blackstone Jr.'s Sterling Financial Group Experience October 1998 - December 2000
Job SuperConnector
Industry Marketing and Advertising
Experience
lik·a·ble 2008 - Present
Quintessentially Lifestyle 2005 - 2007
Ralph Lauren 2000 - 2003
Sterling Financial Group October 1998 - December 2000
Kurz & Hebert September 1996 - October 1998
Skills
Market Analysis, Marketing, Merchandising, Strategy, Entrepreneurship, Competitive Analysis, Social Media, Management, Marketing Strategy, Business Development, Negotiation, Leadership, Sales
Education
University of Mississippi 1991 — 1996
B.A., Business Administration, Sales and Marketing
lik·a·ble 2008 - Present
Quintessentially Lifestyle 2005 - 2007
Ralph Lauren 2000 - 2003
Sterling Financial Group October 1998 - December 2000
Kurz & Hebert September 1996 - October 1998
Skills
Market Analysis, Marketing, Merchandising, Strategy, Entrepreneurship, Competitive Analysis, Social Media, Management, Marketing Strategy, Business Development, Negotiation, Leadership, Sales
Education
University of Mississippi 1991 — 1996
B.A., Business Administration, Sales and Marketing
Julie Platt's Sterling Financial Group Experience 1995 - 2008
Job Digital Marketing Manager at Susquehanna Bancshares, Inc
Industry Internet
Experience
Susquehanna Bancshares, Inc February 2012 - Present
Susquehanna Bank January 2011 - March 2012
Susquehanna Bank January 2009 - January 2011
Sterling Financial Corporation January 2005 - August 2008
Sterling Financial Group 1995 - 2008
Sterling Financial Corporation September 2000 - January 2005
Bank of Lancaster County August 1996 - September 2000
Bank of Lancaster County April 1995 - August 1996
BH Computers October 1984 - October 1986
Triangle Computers May 1984 - October 1984
Skills
Team Leadership, Project Management, Marketing, HTML, Problem Solving, SDLC, Microsoft Office, Web Design, Management, Social Media Marketing, Business Strategy, Email Marketing, Marketing Communications, Online Marketing, Banking, Leadership, Social Media, Customer Service
Education
Millersville University of Pennsylvania 1982 — 1984
Bachelor of Science, Computer Science
Pennsylvania State University 1981 — 1982
Computer Science
Susquehanna Bancshares, Inc February 2012 - Present
Susquehanna Bank January 2011 - March 2012
Susquehanna Bank January 2009 - January 2011
Sterling Financial Corporation January 2005 - August 2008
Sterling Financial Group 1995 - 2008
Sterling Financial Corporation September 2000 - January 2005
Bank of Lancaster County August 1996 - September 2000
Bank of Lancaster County April 1995 - August 1996
BH Computers October 1984 - October 1986
Triangle Computers May 1984 - October 1984
Skills
Team Leadership, Project Management, Marketing, HTML, Problem Solving, SDLC, Microsoft Office, Web Design, Management, Social Media Marketing, Business Strategy, Email Marketing, Marketing Communications, Online Marketing, Banking, Leadership, Social Media, Customer Service
Education
Millersville University of Pennsylvania 1982 — 1984
Bachelor of Science, Computer Science
Pennsylvania State University 1981 — 1982
Computer Science
Brian Lucky Anderson's Sterling Financial Group Experience August 2005 - October 2008
Job Retail Banking Manager at Pine Island Bank
Industry Banking
Experience
Security State Bank of Kenyon January 2011 - May 2015
Fujan State Farm Roc March 2009 - January 2011
Sterling Financial Group August 2005 - October 2008
Sterling Financial Group October 1998 - August 2005
Cedar Falls Community Credit Union July 1996 - October 1998
Iowa Community Credit Union March 1995 - July 1996
Skills
Banking, Credit, Loans, Insurance, Sales, Customer Service, Marketing, Finance, Management, Human Resources, Recruiting, Negotiation, Life Insurance, Team Building, Operations Management, Customer Relations, Customer Retention, Customer Satisfaction
Education
University of Northern Iowa 1992 — 1995
B.A, Finance/ Emphasis Real Estate
Russell Comm High School 1988 — 1991
Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Security State Bank of Kenyon January 2011 - May 2015
Fujan State Farm Roc March 2009 - January 2011
Sterling Financial Group August 2005 - October 2008
Sterling Financial Group October 1998 - August 2005
Cedar Falls Community Credit Union July 1996 - October 1998
Iowa Community Credit Union March 1995 - July 1996
Skills
Banking, Credit, Loans, Insurance, Sales, Customer Service, Marketing, Finance, Management, Human Resources, Recruiting, Negotiation, Life Insurance, Team Building, Operations Management, Customer Relations, Customer Retention, Customer Satisfaction
Education
University of Northern Iowa 1992 — 1995
B.A, Finance/ Emphasis Real Estate
Russell Comm High School 1988 — 1991
Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Raina Dalby's Sterling Financial Group Experience April 2011 - August 2012
Job Arts & Cultural Events Coordinator at Salt Lake Community College
Industry Higher Education
Experience
Salt Lake Community College July 2013 - Present
The Grand Theatre September 2012 - July 2013
Sterling Financial Group April 2011 - August 2012
The Salt Lake City Soap Company January 2004 - January 2010
Skills
Nonprofits, Public Speaking, Management, Research, Community Outreach, Higher Education, Fundraising, Program Development, Event Planning, Grant Writing, Social Media, Teaching, Editing, Public Relations, Microsoft Office, Volunteer Management, Social Networking, Leadership Development, Curriculum Development, Adult Education, Event Management, PowerPoint, Time Management
Education
Westminster College 2014 — 2016
Bachelor of Science (BS), Sociology
Salt Lake Community College 2011 — 2014
Associate of Arts (A.A.), General Education
Salt Lake Community College July 2013 - Present
The Grand Theatre September 2012 - July 2013
Sterling Financial Group April 2011 - August 2012
The Salt Lake City Soap Company January 2004 - January 2010
Skills
Nonprofits, Public Speaking, Management, Research, Community Outreach, Higher Education, Fundraising, Program Development, Event Planning, Grant Writing, Social Media, Teaching, Editing, Public Relations, Microsoft Office, Volunteer Management, Social Networking, Leadership Development, Curriculum Development, Adult Education, Event Management, PowerPoint, Time Management
Education
Westminster College 2014 — 2016
Bachelor of Science (BS), Sociology
Salt Lake Community College 2011 — 2014
Associate of Arts (A.A.), General Education
kimberlee sylvester's Sterling Financial Group Experience March 2012 - Present
Job Operations Manager at Sterling Financial Group
Industry Financial Services
Experience
Sterling Financial Group March 2012 - Present
ACAP Financial Services January 2009 - Present
ACAP Financial January 2009 - February 2011
Skills
Asset Management, Series 7, Finance, Financial Planning, Investments, Corporate Finance, Venture Capital, Valuation, Financial Modeling, Equities, Portfolio Management, Wealth Management, Mutual Funds
Education
New York University 1994 — 1998
Master’s Degree, International Business
Arizona State University 1989 — 1992
Bachelor’s Degree, Liberal Arts and Sciences/Liberal Studies
United States Air Force Academy 1982 — 1984
Associate’s Degree, Undergraduate - general
Sterling Financial Group March 2012 - Present
ACAP Financial Services January 2009 - Present
ACAP Financial January 2009 - February 2011
Skills
Asset Management, Series 7, Finance, Financial Planning, Investments, Corporate Finance, Venture Capital, Valuation, Financial Modeling, Equities, Portfolio Management, Wealth Management, Mutual Funds
Education
New York University 1994 — 1998
Master’s Degree, International Business
Arizona State University 1989 — 1992
Bachelor’s Degree, Liberal Arts and Sciences/Liberal Studies
United States Air Force Academy 1982 — 1984
Associate’s Degree, Undergraduate - general
Dan Groff's Sterling Financial Group Experience January 2000 - July 2003
Job Business Development Manager at Clemens Food Group
Industry Food Production
Experience
Clemens Food Group July 2012 - Present
Clemens Food Group February 2008 - July 2012
Clemens Food Group January 2006 - February 2008
Sterling Financial Group January 2000 - July 2003
Skills
Strategic Planning, Cross-functional Team..., Purchasing, Team Building, Process Improvement, Project Management, Budgets, Supply Chain Management, Microsoft Excel, Change Management, Logistics, Forecasting, Supply Chain, Continuous Improvement, Business Development
Education
Saint Joseph's University - Erivan K. Haub School of Business 2010 — 2011
Executive MBA, Business Administration
Messiah College 2000 — 2004
B.S., Business Information Systems
Clemens Food Group July 2012 - Present
Clemens Food Group February 2008 - July 2012
Clemens Food Group January 2006 - February 2008
Sterling Financial Group January 2000 - July 2003
Skills
Strategic Planning, Cross-functional Team..., Purchasing, Team Building, Process Improvement, Project Management, Budgets, Supply Chain Management, Microsoft Excel, Change Management, Logistics, Forecasting, Supply Chain, Continuous Improvement, Business Development
Education
Saint Joseph's University - Erivan K. Haub School of Business 2010 — 2011
Executive MBA, Business Administration
Messiah College 2000 — 2004
B.S., Business Information Systems
Abby Beck's Sterling Financial Group Experience March 2007 - June 2008
Job Sr. HR Specialist Global Executive Compensation at The Hershey Company
Industry Human Resources
Experience
The Hershey Company November 2013 - Present
The Hershey Company April 2011 - November 2013
Bosch Security Systems June 2008 - April 2011
Sterling Financial Group March 2007 - June 2008
United Way of Lancaster County Pa 2006 - 2006
Skills
Human Resources, SAP, Equity Plans, Deferred Compensation, Benefits Administration, Recruiting, Interviews, Process Improvement, HR Policies
Education
High Point University 2002 — 2006
B.A., Human Relations
Oxford Brookes University 2004 — 2004
Study Abroad Semester
The Hershey Company November 2013 - Present
The Hershey Company April 2011 - November 2013
Bosch Security Systems June 2008 - April 2011
Sterling Financial Group March 2007 - June 2008
United Way of Lancaster County Pa 2006 - 2006
Skills
Human Resources, SAP, Equity Plans, Deferred Compensation, Benefits Administration, Recruiting, Interviews, Process Improvement, HR Policies
Education
High Point University 2002 — 2006
B.A., Human Relations
Oxford Brookes University 2004 — 2004
Study Abroad Semester
Jon Dickey's Sterling Financial Group Experience August 2013 - Present
Job Financial Analyst at Sterling Financial Group
Industry Financial Services
Experience
Sterling Financial Group August 2013 - Present
Central Maine Power Company August 2012 - August 2013
Central Maine Power Company September 2010 - August 2012
Central Maine Power Company May 2008 - September 2010
Central Maine Power Company February 2005 - May 2009
Central Maine Power Company October 1994 - February 2005
Skills
Process Improvement, Analysis, Access, Leadership, Change Management, Project Management, Troubleshooting, Microsoft Excel, Leadership Development, Data Analysis, Customer Service, Public Speaking, Software Documentation, Gap Analysis, Database Queries, Budget Reconciliation, SAP, Budget Forecasts, Forecasting, Financial Forecasting, PowerPoint, Call Centers, Budgets, Management, Training, Vendor Management, Project Planning, Business Analysis, Process Scheduler, Business Process..., Program Management, Financial Analysis, Team Leadership, Strategic Planning, Performance Management, Business Intelligence, Integration, Coaching, Outlook, Employee Relations, Microsoft Word
Education
Brigham Young University 1987 — 1993
B.S., Psychology; Minor in Business Administration
University of Utah
GMAT Prep
University of Utah
Sterling Financial Group August 2013 - Present
Central Maine Power Company August 2012 - August 2013
Central Maine Power Company September 2010 - August 2012
Central Maine Power Company May 2008 - September 2010
Central Maine Power Company February 2005 - May 2009
Central Maine Power Company October 1994 - February 2005
Skills
Process Improvement, Analysis, Access, Leadership, Change Management, Project Management, Troubleshooting, Microsoft Excel, Leadership Development, Data Analysis, Customer Service, Public Speaking, Software Documentation, Gap Analysis, Database Queries, Budget Reconciliation, SAP, Budget Forecasts, Forecasting, Financial Forecasting, PowerPoint, Call Centers, Budgets, Management, Training, Vendor Management, Project Planning, Business Analysis, Process Scheduler, Business Process..., Program Management, Financial Analysis, Team Leadership, Strategic Planning, Performance Management, Business Intelligence, Integration, Coaching, Outlook, Employee Relations, Microsoft Word
Education
Brigham Young University 1987 — 1993
B.S., Psychology; Minor in Business Administration
University of Utah
GMAT Prep
University of Utah
Kimberly Wakefield, M.A., SPHR, SHRM-SCP's Sterling Financial Group Experience 2005 - 2007
Job Regional Director, Human Resources at WellSpan Health
Industry Hospital & Health Care
Experience
WellSpan Health November 2012 - Present
Holy Spirit Health System April 2008 - November 2012
Brown, Schultz, Sheridan and Fritz 2007 - 2008
Sterling Financial Group 2005 - 2007
Sovereign Bank 1996 - 2005
Harris Savings Bank 1992 - 1996
Skills
Employee Benefits, Employee Relations, Onboarding, Benefits Administration, HRIS, FMLA, Deferred Compensation, Succession Planning, Employee Engagement, Performance Management, Labor Relations, Talent Management, Human Resources, Recruiting, Employment Law, Talent Acquisition, Organizational..., Payroll, Policy, Hiring, HR Policies, Applicant Tracking..., New Hire Orientations, Workforce Planning, Employee Training, Job Descriptions, Personnel Management, Coaching, College Recruiting, Compensation & Benefit, Leadership
Education
Saint Francis University 2002 — 2005
Master's Degree, Human Resource Management
Clarion University of Pennsylvania
Bachelor's degree, Business Administration and Management
WellSpan Health November 2012 - Present
Holy Spirit Health System April 2008 - November 2012
Brown, Schultz, Sheridan and Fritz 2007 - 2008
Sterling Financial Group 2005 - 2007
Sovereign Bank 1996 - 2005
Harris Savings Bank 1992 - 1996
Skills
Employee Benefits, Employee Relations, Onboarding, Benefits Administration, HRIS, FMLA, Deferred Compensation, Succession Planning, Employee Engagement, Performance Management, Labor Relations, Talent Management, Human Resources, Recruiting, Employment Law, Talent Acquisition, Organizational..., Payroll, Policy, Hiring, HR Policies, Applicant Tracking..., New Hire Orientations, Workforce Planning, Employee Training, Job Descriptions, Personnel Management, Coaching, College Recruiting, Compensation & Benefit, Leadership
Education
Saint Francis University 2002 — 2005
Master's Degree, Human Resource Management
Clarion University of Pennsylvania
Bachelor's degree, Business Administration and Management
Marianne Fasolina's Sterling Financial Group Experience October 2005 - January 2007
Job Executive Assistant, Legal
Industry Financial Services
Experience
EcoLoco Gifts June 2012 - January 2014
Rankpop.com November 2012 - March 2013
Armstrong World Industries July 2008 - April 2012
Simon Lever, LLP January 2007 - May 2008
Sterling Financial Group October 2005 - January 2007
National Energy & Gas Transmission 1998 - 2005
Skills
MS PowerPoint, Excel, Outlook, SharePoint, Lotus Notes, UltraTax, SAP Portal, MS Office, Microsoft Excel, PowerPoint, Microsoft Word, Google Docs, Mac OS, Training, Administrative..., Calendars, Travel Arrangements, Customer Service, Customer sales, Retail, Microsoft Office
Education
Montgomery College
EcoLoco Gifts June 2012 - January 2014
Rankpop.com November 2012 - March 2013
Armstrong World Industries July 2008 - April 2012
Simon Lever, LLP January 2007 - May 2008
Sterling Financial Group October 2005 - January 2007
National Energy & Gas Transmission 1998 - 2005
Skills
MS PowerPoint, Excel, Outlook, SharePoint, Lotus Notes, UltraTax, SAP Portal, MS Office, Microsoft Excel, PowerPoint, Microsoft Word, Google Docs, Mac OS, Training, Administrative..., Calendars, Travel Arrangements, Customer Service, Customer sales, Retail, Microsoft Office
Education
Montgomery College
Teri Huggins's Sterling Financial Group Experience June 1995 - August 1996
Job 401(k) Specialist
Industry Human Resources
Experience
Pension Systems, Inc. April 1998 - January 2013
Barbara J. King, CFP February 1993 - March 1997
Sterling Financial Group June 1995 - August 1996
Skills
Computer Proficiency, Customer Service, Qualified Retirement..., Retirement Benefits
Education
College of Charleston 1992 — 1996
Bachelor's degree, Business Administration
Pension Systems, Inc. April 1998 - January 2013
Barbara J. King, CFP February 1993 - March 1997
Sterling Financial Group June 1995 - August 1996
Skills
Computer Proficiency, Customer Service, Qualified Retirement..., Retirement Benefits
Education
College of Charleston 1992 — 1996
Bachelor's degree, Business Administration
Chad Heller's Sterling Financial Group Experience January 2005 - February 2008
Job Financial Analyst at Lancaster General Health
Industry Financial Services
Experience
Lancaster General Health August 2013 - Present
PPD October 2010 - July 2013
PPD March 2008 - October 2010
Sterling Financial Group January 2005 - February 2008
Skills
Forecasting, Financial Analysis, Risk Assessment, Financial Reporting, Microsoft Excel, Banking, Data Analysis, Budgets, Budget Forecasts, Account Reconciliation, Crystal Reports, Microsoft Office
Education
Elizabethtown College 1999 — 2003
Bachelor's degree, Mathematics and Statistics
Lancaster General Health August 2013 - Present
PPD October 2010 - July 2013
PPD March 2008 - October 2010
Sterling Financial Group January 2005 - February 2008
Skills
Forecasting, Financial Analysis, Risk Assessment, Financial Reporting, Microsoft Excel, Banking, Data Analysis, Budgets, Budget Forecasts, Account Reconciliation, Crystal Reports, Microsoft Office
Education
Elizabethtown College 1999 — 2003
Bachelor's degree, Mathematics and Statistics