Susquehanna Wealth Strategies
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Susquehanna Wealth Strategies Employees
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
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
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
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
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
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
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
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
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
Susquehanna Wealth Strategies
Education
West Chester University 1999 — 2003
Master of Business Administration (MBA)
Penn State University 1992 — 1996
Bachelor's degree