Summit Financial Services
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Summit Financial Services Employees
Fidelity Asset Management Services 2000 - Present
Wachovia Securities, LLC 1998 - 2001
Bank of America 1996 - 1998
Summit Financial Services January 1995 - January 1996
Liberty Financial January 1990 - January 1995
Skills
Retirement Planning, Investments, Insurance, Investment Advisory, Asset Management, Asset Managment, Financial Services, Estate Planning, Finance, Financial Advisory, Portfolio Management, Securities
Education
PBA Advance School of Trust @ Bucknell University 1985 — 1987
Penna. Advance School Trust, Advanced studies in Retail Trust Services and investment management
College of Financial Planning (CFP) 1983 — 1987
CFP, Certified Financial Planner
PBA Advance School of Banking @ Bucknell University 1982 — 1984
Penna Advance School of Banking, Advance Studied in Commercial Bank management
Penn State University 1976 — 1980
BS- Finance, Finance & Economics
Lehigh Valley Health Network December 2001 - Present
Hoch Technologies July 1999 - Present
summit financial services June 1997 - December 2001
Skills
HIPAA, Healthcare Information..., Healthcare, Medicare, Healthcare Management, EMR, Software Documentation, Visio, Troubleshooting, Process Improvement, Disaster Recovery, Integration, EHR, Hospitals, Vendor Management, Leadership, Business Analysis
Education
Southern New Hampshire University 2014 — 2016
Master’s Degree, Information Systems Healthcare
Albright College 2011 — 2014
Bachelor's degree, Business Administration
Lehigh Carbon Community College 2004 — 2009
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
PNC Investments February 2012 - Present
PNC Investments September 2010 - February 2012
PNC Investments January 2004 - August 2010
Wachovia Securities Financial Network June 2003 - January 2004
Fleet Boston Financial April 2001 - December 2002
Summit Financial Services March 1999 - April 2001
Summit Financial Services January 1994 - March 1999
Education
Consumer Bankers Association - Executive Banking School 2013 — 2015
Kean University
BA
Focused Technologies September 2012 - August 2013
Standard Register January 2005 - March 2012
Standard Register January 2004 - March 2012
Standard Register August 1994 - March 2012
Summit Financial Services December 1989 - August 1994
Lincoln Financial Group December 1989 - December 1991
Berkshire Life October 1987 - December 1989
Electrolux Floor Care & Small Appliances May 1983 - September 1987
Skills
Patient Safety, Document Management, Labels, Document Automation, Healthcare, Consultative Selling, New Business Development, Contract Negotiations, Account Management, Prescriptions, Security, Government Contracts, Drug diversion..., Trade Show..., Fraud Prevention, Solution Selling, Value Selling, Customer Focus, Customer Acquisition, Customer Retention, Key Account Management, Channel Marketing, Workflow Solutions, Prescription, Data Collection, Elecronic Content..., Document Scanning, Records Management, Image Capture, Digital Image Processing, Information Management, Selling, Contract Negotiation, Managed Print Services, Cloud Computing, B2B Marketing, Healthcare Industry, Leadership, Sales Process, Scanners, Multi-channel Marketing, Direct Sales, Print On Demand, Government Procurement, CRM, Sales, Direct Marketing, Print Management, B2B, Direct Mail
Education
Boston College
Massachusetts College of Liberal Arts
Bachelor of Business Administration (BBA), Marketing/Computer Science
Mondi Group January 2015 - Present
Mondi Group June 2014 - December 2014
Summit Financial Services January 2014 - June 2014
UBS Wealth Management May 2013 - October 2013
G.V. Electrical Services June 2012 - August 2013
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Customer Service, Finance, Investment Management, Matlab, Teamwork, Strategic Planning, Statistics, Time Management, Analysis, Process Improvement, Public Speaking, Management, Economics
Education
The Ohio State University 2011 — 2014
Bachelor's Degree, Financial Mathematics, 3.20
Ohio Dominican University 2010 — 2011
Mathematics
Ingram Micro October 2014 - Present
Alliance Advisory Group, Inc. August 2013 - September 2014
Massachusetts Mutual December 2010 - August 2013
Summit Financial Services March 2009 - October 2010
New England Financial January 2008 - March 2009
National Securities Corporation September 2007 - January 2008
New England Financial July 2005 - August 2007
Skills
Retirement Planning, Investments, Series 7, Retirement, Fixed Annuities, Mutual Funds, Uniform Combined State..., Disability Insurance, 401k, Strategic Financial..., Long-term Care, Estate Planning, Life Insurance, Portfolio Management, Series 63, Insurance, Term Life Insurance, Series 6, Securities, IRAs, Health Insurance, Roth IRA, Life & Health Insurance..., ETFs, Variable Annuities, 401k Rollovers, Whole Life, Small Business, Wealth, Long Term Care Insurance, Financial Analysis, Pensions, Employee Benefits, Investment Advisory, Asset Allocation, Financial Planners, Financial Services, Finance, Personal Financial..., Investment Strategies, Sales, Wealth Accumulation, Wealth Management..., Banking, Wealth Management, Asset Management, Financial Advisory
Education
State University of New York College at Buffalo 2003 — 2007
Business Administration, Finance
St Josephs Collegiate High School 1999 — 2003
Agora Publishing October 2013 - Present
$1 Billion Private Wealth Manager December 2010 - September 2013
$1 Billion Private Wealth Manager October 2003 - November 2010
Dean Foods October 2001 - September 2003
Charles Schwab July 1999 - September 2001
Summit FInancial Services July 1998 - June 1999
Skills
Investments, Mutual Funds, ETFs, Stocks, Financial Services, Financial Markets, Wealth Management, Equity Trading, Trading Strategies, Asset Allocation, Alternative Investments, Financial Analysis, Investment Advisory, Finance
Education
Juniata College 1992 — 1996
BA, Economics
William Allen 1988 — 1992
Diploma with Honors
Oregon Secretary of State December 2014 - Present
Oregon University System September 2013 - Present
Oregon Secretary of State April 2014 - November 2014
R & R Tree Service December 2009 - December 2012
Nevada State Bank June 2008 - December 2009
Bank of America October 2006 - May 2008
Summit Financial Services July 2005 - August 2006
Oregon State Legislature January 2005 - June 2005
Skills
Microsoft Office, Outstanding..., Office Management, Business Process..., Microsoft Excel, PowerPoint, Microsoft SQL Server, Microsoft Publisher, Access Database, Visual C#, Networking, Team Leadership, Loan Origination, Internal Audit, Leadership, Access, Public Speaking, Research, Community Outreach
Education
Oregon Institute of Technology - Wilsonville 2012 — 2014
Bachelor of Applied Science (BASc), Business/Systems Analyst
Chemeketa Community College 2001 — 2003
Associate of Arts (A.A.), Business/Corporate Communications
Undisclosed September 2010 - Present
Currently seeking situation January 2009 - October 2010
Undisclosed February 2006 - January 2009
National Penn Financial (Formerly KNBT Securities and Oakwood Financial) January 2002 - February 2006
Summit Financial Services June 1998 - July 2001
Nazareth National Bank (Currently National Penn Bank) March 1994 - June 1998
Independence Resources January 1990 - March 1994
Education
DeSales University 1991 — 1992
Accounting & Computer Science
Bucks County Community College 1990 — 1991
Accounting, Banking
Liberty High School
Summit Financial Services January 2008 - Present
Education
Southwest Texas State University
Bachelor of Business Administration (BBA)
iMethods,LLC July 2014 - December 2014
Black Knight Financial Services March 2009 - January 2014
Bank of America August 1997 - December 2004
Summit Financial Services December 1995 - November 1996
ISP September 1987 - March 1995
Eastside High School 1978 - 1981
Skills
Analysis, Business Analysis, Business Requirements, SDLC, COBOL, JCL, Software Development, Quality Assurance, Manual Testing, User Acceptance Testing, Software Implementation, Data Analysis, SQL, Agile Methodologies, Customer Service, Program Management, Project Management, Software Documentation, Business Continuity, Technical Presentations, Process Improvement, Leadership, Requirements Analysis
Education
University of North Florida 2008 — 2011
Master of Business Administration (M.B.A.), General Studies
New Jersey Institute of Technology
Bachelor's Degree, Computer Science