Susquehanna Wealth Strategies

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Susquehanna Wealth Strategies Employees

Employee
Years
Job
Industry
Brent Smith Brent Smith Dillsburg, Pennsylvania Details
Brent Smith's Susquehanna Wealth Strategies Experience August 2013 - October 2014
Job Senior Vice President, Corporate Development at Sunshine State Bank
Industry Banking
Experience
Sunshine State Bank   November 2014 - Present
Susquehanna Wealth Strategies   August 2013 - October 2014
Susquehanna Bank  February 2012 - August 2013
Graystone Tower Bank  2009 - 2012
M&T Bank  2005 - 2009

Skills
Banking, Bank Mergers, Budgets, Financial Analysis, Strategic Planning, Investor Relations, Investments, Retail Banking, Lending Solutions, Financial Risk, Strategic Financial..., Wealth Management, Executive Management, Finance, Financial Planning, Public Speaking, Relationship Management, Securities

Education
Messiah College
Business Administration, Finance

Millville

Millville

Shippensburg University of Pennsylvania
Masters in Business Administration

Daniel Wendt Daniel Wendt Harrisburg, Pennsylvania Area Details
Daniel Wendt's Susquehanna Wealth Strategies Experience September 2013 - Present
Job Associate Financial Consultant at Susquehanna Wealth Strategies
Industry Financial Services
Experience
Susquehanna Wealth Strategies   September 2013 - Present
Ambassador Advisors   June 2013 - August 2013
Northwestern Mutual  October 2012 - May 2013
Messiah College  August 2011 - May 2012
Messiah College  August 2010 - May 2011

Skills
Event Planning, Public Speaking, Time Management, Investments, Retirement Planning, Financial Services, Client Relations Skills, Social Networking, Risk Management, Charitable Gift Planning, Wealth Management, Strategic Financial..., Leadership, Insurance, Life Insurance

Education
Messiah College   2009 — 2013
Bachelor of Business Administration (B.B.A.), Entrepreneurial and Small Business Operations

Glennallen High School   2005 — 2009
High School Diploma

Ben Agostino Ben Agostino Harrisburg, Pennsylvania Area Details
Ben Agostino's Susquehanna Wealth Strategies Experience 2008 - August 2013
Job Agostino Financial Management Financial Advisor
Industry Financial Services
Experience
Agostino Financial Management   June 2014 - Present
Susquehanna Wealth Strategies   2008 - August 2013
Susquehanna Wealth Strategies   2005 - August 2013
Wachovia  2003 - 2005
Merrill Lynch  2000 - 2002
Conseco Securities / Bankers Life & Casualty   1999 - 2000

Skills
Retirement Planning, Investments, Social Security Income..., Wealth Management, Financial Planning, Financial Services, Income Planning, Insurance, Income Protection, Long Term Care Solutions, Legacy Planning, College Education..., Retirement Plan..., Financial..., Retirement

Education
University of Pittsburgh   1992 — 1996
Bachelor of Science (BS)

Camp Hill High School

Kevin Renne, CFP® Kevin Renne, CFP® Greater Pittsburgh Area Details
Kevin Renne, CFP®'s Susquehanna Wealth Strategies Experience December 2007 - September 2009
Job Sr. Financial Advisor at Huntington Wealth Advisors
Industry Financial Services
Experience
Huntington Wealth Advisors   December 2011 - Present
PSECU Financial Services   October 2009 - December 2011
Susquehanna Wealth Strategies   December 2007 - September 2009
PNC  2001 - 2007

Skills
Analysis, Banking, Commercial Banking, Credit, Finance, Investments, Loans, Management, Portfolio Management, Retirement, Retirement Planning, Sales, Series 7, Strategic Financial..., Strategic Planning, Wealth Management, Financial Planning

Education
Duquesne University   2014 — 2015
Executive Certificate in Financial Planning, Financial Planning and Services

Capital College, Pennsylvania State University   2003 — 2006
MBA, Business

University of Pittsburgh   1996 — 2000
Bachelors, Business

Trinity High School   1992 — 1996

Cheryl Blakey Cheryl Blakey Greater Philadelphia Area Details
Cheryl Blakey's Susquehanna Wealth Strategies Experience February 2014 - Present
Job Associate Financial Consultant at Susquehanna Wealth Strategies
Industry Financial Services
Experience
Susquehanna Wealth Strategies   February 2014 - Present
Swarthmore Financial Services  December 2011 - February 2014
PDM, Incorporated   December 2010 - July 2011
Contract Veterinary Sales   November 2005 - March 2009
IDEXX Laboratories  March 2002 - November 2005
Nestle Purina  January 1997 - March 2002
PDM, Incorporated   October 1990 - January 1997

Education
University of Delaware   1980 — 1983
BSBA, Marketing, Economics & Finance

Brand
Brandywine High School

Andrew Markopoulos Andrew Markopoulos Cockeysville, Maryland Details
Andrew Markopoulos's Susquehanna Wealth Strategies Experience March 2000 - June 2006
Job Project Development at Masonry Solutions International
Industry Building Materials
Experience
Masonry Solutions International, Inc.   May 2015 - Present
Self Employed  2006 - 2015
Susquehanna Wealth Strategies   March 2000 - June 2006
First Union Bank and Brokerage   March 1998 - March 2000

Skills
Financial Analysis, Business Planning, Strategic Planning, New Business Development, Sales Management, Risk Management, Budgets, Trading, Forecasting, Business Strategy, Analysis, Management, Small Business, Leadership, Series 6, 63, 7, Insurance Planning, Financial Planning, Finance, Business Development, Customer Service, Sales, masonry, Historic Preservation, Building Materials, Project Management, Historical Restoration, Marketing

Education
Towson University   1978 — 1983
Bachelor's Degree, Business, Management, Marketing, and Related Support Services

Frostburg State University   1977 — 1978
Bachelor of Science (BS), BUAD

Frostburg State University

Renee Harrison Renee Harrison Lancaster, Pennsylvania Area Details
Renee Harrison's Susquehanna Wealth Strategies Experience November 2007 - Present
Job Brokerage Sales Coordinator at Susquehanna Wealth Strategies
Industry Financial Services
Experience
Susquehanna Wealth Strategies   November 2007 - Present
Wagman Primus Group, LP   June 2006 - November 2008

Skills
Investments, Series 7, Financial Services, Marketing, Event Planning, Customer Service, Wealth Management, Finance, Leadership, Counseling Psychology

Education
Eastern University   2009 — 2012
Master's degree, Clinical, Counseling and Applied Psychology

Cairn University   2004 — 2007
Bachelor's degree, Business Administration and Management, General

Cairn University   2004 — 2007
Bachelor's degree, Bible/Biblical Studies

David Langan, RICP David Langan, RICP Harrisburg, Pennsylvania Area Details
David Langan, RICP's Susquehanna Wealth Strategies Experience January 2011 - August 2015
Job Financial Advisor at Conte Wealth Advisors, LLC
Industry Financial Services
Experience
Conte Wealth Advisors, LLC   August 2015 - Present
Susquehanna Wealth Strategies   January 2011 - August 2015
Lincoln Financial Advisors  November 2004 - March 2009
MassMutual Financial Group  January 1999 - October 2004

Education
Slippery Rock University of Pennsylvania   1994 — 1998

Cumberland Valley   1990 — 1994

Derrik Brown Derrik Brown Harrisburg, Pennsylvania Area Details
Derrik Brown's Susquehanna Wealth Strategies Experience January 2014 - Present
Job Associate Financial Consultant at Susquehanna Wealth Strategies
Industry Financial Services
Experience
Susquehanna Wealth Strategies   January 2014 - Present
Crump Life Insurance Services  August 2013 - January 2014
Messiah College  September 2012 - May 2013
Messiah College  May 2012 - August 2012
Messiah College  May 2012 - August 2012

Skills
Leadership, Investments, Finance, Retirement Planning, Financial Services, Financial Analysis, Business, Management, Risk Management, Wealth Management, Life & Health Insurance...

Education
Messiah College   2010 — 2013
Bachelor's Degree, Business Administration, Finance Concentration

Laura Loeper Laura Loeper West Chester, Pennsylvania Details
Laura Loeper's Susquehanna Wealth Strategies Experience
Job Operations Manager/Designated Supervisor at Susquehanna Wealth Strategies
Industry Investment Management
Experience
Susquehanna Wealth Strategies  

Education
West Chester University   1999 — 2003
Master of Business Administration (MBA)

Penn State University   1992 — 1996
Bachelor's degree