The Investment Center, Inc.

Industry: Company

Description

Founded: 1986 Parent organization: .I.C. Financial Corp

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The Investment Center, Inc. Employees

Employee
Years
Job
Industry
Craig L. Piper Craig L. Piper Blue Bell, Pennsylvania Details
Craig L. Piper's The Investment Center, Inc. Experience March 2013 - Present
Job Senior Financial Consultant at The Investment Center, Inc.
Industry Financial Services
Experience
The Investment Center, Inc.   March 2013 - Present
Nationwide Planning Associates, Inc.   2003 - 2013

Skills
Wealth Management, Investment Advisory..., Personal Financial..., Investment Management, Retirement Planning, Insurance Planning, College Education...

Education
Rutgers, The State University of New Jersey-New Brunswick   1978 — 1982
Bachelor of Arts (BA), English, Economics

James Reim James Reim Erie, Pennsylvania Area Details
James Reim's The Investment Center, Inc. Experience June 2009 - Present
Job Senior Financial Advisor at The Investment Center, Inc.
Industry Financial Services
Experience
The Investment Center, Inc.   June 2009 - Present
Morgan Stanley  July 1995 - April 2009
Paine Webber  July 1984 - July 1995

Skills
CFA, Chartered Financial..., Estate Planning, Financial Advisor, Investments, Retirement Planning, Mutual Funds, Retirement, Securities, Finance, Portfolio Management, Financial Advisory, Financial Services, 401k, Fixed Annuities

Education
CFA Intitute and CFA Society of Cleveland
Chartered Financial Analyst, Investments and Securities, received professional designation

Cal State Long Beach   1981 — 1984
BS, Business and Finance

John Carroll University   1976 — 1978

Alfred Marciano Alfred Marciano Brooklyn, New York Details
Alfred Marciano's The Investment Center, Inc. Experience June 2009 - December 2011
Job Financial Advisor
Industry Financial Services
Experience
Cambridge Investment Research, Inc.   January 2012 - Present
The Investment Center, Inc.   June 2009 - December 2011
MetLife  October 2002 - June 2009
First Investors  January 1999 - October 2002

Skills
Insurance Planning, Retirement Planning, Retirement Income..., College Education..., Medicare Supplements, Ministry Leadership, Public Speaking

Education
St. John's University
Bachelor of Science in Accounting, Accounting

William Capps Jr William Capps Jr Hillsborough, New Jersey Details
William Capps Jr's The Investment Center, Inc. Experience January 2015 - Present
Job Human Resources Student
Industry Hospitality
Experience
The Investment Center, Inc.   January 2015 - Present
Good Tidings   September 2012 - March 2014
THS Company  February 2012 - September 2012
Harmon Discount  December 2010 - February 2012
FYE  October 2007 - December 2010

Skills
Sales, Customer Service, Customer Satisfaction, Employee Management, Management, Creative Problem Solving, Microsoft Office, Exceptional People..., Communication Skills, Negotiation, Recruiting, Employee Coaching, Phone Etiquette, Critical Thinking, Learning Quickly, Leadership, Marketing, Merchandising, Employee Training, Human Resources

Education
Thomas Edison State College   2014 — 2015
Bachelor's Degree, Human Resources Management/Personnel Administration, General

Raritan Valley Community College   2012 — 2013
Associate's Degree, Business Administration and Management, General

Mehta Mukesh Mehta Mukesh Greater New York City Area Details
Mehta Mukesh's The Investment Center, Inc. Experience March 2012 - Present
Job Financial Services Representative at The Investment Center, Inc.
Industry Financial Services
Experience
The Investment Center, Inc.   March 2012 - Present
MetLife  January 2008 - December 2010
Sandy Alexander  1995 - 2008

Skills
New Business Development, Sales Management, Small Business, Financial Planning for...

Education
Fairleigh Dickinson University-Florham Campus   2011 — 2012
Financial Planning - CFP Certification

London College of Printing - UK
Diploma in Graphic Arts, Printing Technoology

University of Mumbai
Bachelor's Degree, Science

Dena Porambo Dena Porambo Greater New York City Area Details
Dena Porambo's The Investment Center, Inc. Experience September 2013 - October 2014
Job Operations at Financial Resources and Retirement Advisory LLC
Industry Education Management
Experience
Financial Resources and Retirement Advisory LLC   September 2014 - Present
Self Employed  June 2012 - Present
The Investment Center, Inc.   September 2013 - October 2014
Oracle Corporation  2005 - 2011
Oracle  1998 - 2005
Oracle  1996 - 1998

Skills
Cross-functional Team..., Management, Training, Leadership, Project Management, Microsoft Office, Strategy, Real Estate, Customer Service, Sales, Program Management, Public Speaking, Licensing, Strategic Planning, Process Improvement

Education
Kean University   1987 — 1991

Barbara Rowens RICP ®, CDFA™ Barbara Rowens RICP ®, CDFA™ Southampton, Pennsylvania Details
Barbara Rowens RICP ®, CDFA™'s The Investment Center, Inc. Experience 2006 - Present
Job Financial Advisor at The Investment Center
Industry Financial Services
Experience
The Investment Center, Inc.   2006 - Present
School District of Philadelphia  1975 - 2011
US Allianz  2005 - 2006
Asset Marketing Systems  2003 - 2005
ACSIA  2000 - 2003

Skills
Wealth Management, Investments, Financial Planning, Retirement Planning, Life Insurance, Retirement Income..., Estate Planning, 401k Rollovers, Annuities, Long Term Care Insurance, Social Security ..., Series 65, Disability Insurance, Series 63, Risk Assessment, Series 6, Fixed Annuities, Divorce Planning, Collaborative Practice

Education
Institute for Divorce Financial Analysts™   2014 — 2015
Certified Divorce Financial Analyst

Villanova University   1972 — 1974
Master of Arts (MA), Counselor Education/School Counseling and Guidance Services

Temple University   1968 — 1972
Bachelor's degree, Sociology

The American College
Retirement Income Process, Stategies, and Solutions

Ralph Devito Ralph Devito Greater New York City Area Details
Ralph Devito's The Investment Center, Inc. Experience 1986 - Present
Job President & CEO, The Investment Center, Inc.
Industry Financial Services
Experience
The Investment Center, Inc.   1986 - Present

Skills
FINRA, Asset Management, Cross-functional Team..., Estate Planning, Financial Services, Fixed Annuities, Investment Advisory, Investments, Management, Mutual Funds, Retirement, Retirement Planning, Securities, Series 24, Series 63, Series 7, Strategic Financial..., Team Building, Vendor Management, Wealth Management, Financial Planning

Education
Saint Michael's College   1980 — 1984

Peter Erl Peter Erl Greater Chicago Area Details
Peter Erl's The Investment Center, Inc. Experience June 2012 - Present
Job Sr. Financial Advisor, Portfolio Management
Industry Financial Services
Experience
The Investment Center, Inc.   June 2012 - Present
I.C. Advisory Services   January 2012 - Present
Morgan Stanley Wealth Management  March 2010 - June 2012
Principal Financial Group  November 2007 - February 2010
American Electronic Products   March 2006 - October 2007
Ruperl Enterprises   January 1989 - February 2006
JPB Partners, Inc   January 1987 - January 2000
General Dynamics Land Systems  January 1983 - January 1987

Skills
Options, Series 7, Equities, ETFs, Trading, Volatility, Investments, Risk Management, Securities, Trading Systems, Portfolio Management, Electronic Trading, Financial Services, Financial Markets, Financial Risk, Investment Management, Alternative Investments, Financial Advisory, Finance, Derivatives, Hedge Funds, Asset Allocation, Fixed Income, Asset Management, Bloomberg, FINRA, Investment Strategies, Hedging, Capital Markets, Bonds, Trading Strategies, Mutual Funds, Investment Advisory

Education
Michigan State University
B.S, Engineering

Kellie (Finnigan) Molinaro Kellie (Finnigan) Molinaro Greater New York City Area Details
Kellie (Finnigan) Molinaro's The Investment Center, Inc. Experience April 2007 - August 2007
Job Senior Speaker Bureau Program Coordinator at L&M Healthcare Communications
Industry Pharmaceuticals
Experience
L&M Healthcare Communications  March 2013 - Present
Pea Green Design LLC   July 2011 - Present
GreenPro Materials   April 2011 - February 2013
Advanced Health Media (AHM)   September 2007 - May 2009
The Investment Center, Inc.   April 2007 - August 2007
Cardinal Health/Advogent   January 2006 - February 2007

Skills
Event Planning, Event Management, Budgets, Customer Service, Microsoft Office, Microsoft Excel, Sales, PowerPoint, Marketing, Outlook, Contract Negotiation, Public Speaking, Microsoft Word, Project Management, Contract Management, Social Networking, Team Building, Meeting Planning, Strategic Planning, Vendor Management, Leadership, Logistics, QuickBooks, Trade Shows, Time Management, Management, Customer Satisfaction, Accounts Payable, Negotiation, Marketing Communications, Marketing Strategy

Education
Raritan Valley Community College   2010 — 2014
Interior Design

Stanley Lozinski III, CFP®, CSA, CHRS Stanley Lozinski III, CFP®, CSA, CHRS Greater New York City Area Details
Stanley Lozinski III, CFP®, CSA, CHRS's The Investment Center, Inc. Experience January 2006 - Present
Job Certified Financial Planner, Certified Senior Advisor, Certified Healthcare Reform Specialist & Consultant
Industry Financial Services
Experience
The Investment Center, Inc.   January 2006 - Present
Comprehensive Financial, Inc.   January 1995 - Present

Skills
Strategic Financial..., Investments, Asset Management, Securities, Insurance, Retirement, Financial Services, Employee Benefits, Finance, FINRA, Strategic Planning, Life Insurance, Team Building, Sales, Financial Analysis, Disability Insurance, Health Insurance, Small Business, Sales Management, Series 7

Education
College for Financial Planning   1995 — 1998
Certified Financial Planner, Financial Planning

Baruch College, City University of New York (CUNY)   1982 — 1989
BA, Marketing, Finance, Accounting

David Grossbard David Grossbard Englewood Cliffs, New Jersey Details
David Grossbard's The Investment Center, Inc. Experience October 2010 - Present
Job Financial Advisor at The Investment Center, Inc.
Industry Financial Services
Experience
The Investment Center, Inc.   October 2010 - Present
Royal Alliance Associates  July 1999 - October 2010
Dime Securities, Inc.   April 1998 - May 1999

Skills
Investments, Financial Planning, Wealth Management, Retirement Planning, Finance, Mutual Funds, Financial Services, Asset Management, Insurance, Investment Advisory, 401k Rollovers, 401(k) Planning, Life Insurance

Education
Queens College   1978 — 1982
Bachelor's Degree, Business Administration and Management, General

Susan Michel Susan Michel Princeton, New Jersey Details
Susan Michel's The Investment Center, Inc. Experience 1988 - 2003
Job CEO, Glen Eagle Advisors
Industry Investment Management
Experience
Glen Eagle Advisors   August 2003 - Present
The Investment Center, Inc.   1988 - 2003

Skills
Retirement Planning, Public Speaking, Investment Advisory, Wealth Management, Securities, Entrepreneurship, Wealth Management..., Strategic Planning, Estate Planning, Marketing, Leadership, Financial Services, Investments, Alternative Investments, Finance, Strategy, Financial Advisory, Business Development, Asset Management, Management Consulting, Series 7, Team Building

Education
College of Saint Elizabeth   1976 — 1980
BA, Education

Richard B. Welsh Richard B. Welsh Baltimore, Maryland Area Details
Richard B. Welsh's The Investment Center, Inc. Experience 1990 - 1996
Job President of Welsh Financial Group at LPL Financial
Industry Investment Management
Experience
Welsh Financial Group at LPL Financial   2011 - Present
UBS Financial Services, Inc.   2007 - 2011
Legg Mason Wood Walker  1997 - 2007
Partner's Consulting Group   1996 - 1997
The Investment Center, Inc.   1990 - 1996
Chubb Insurance Company  1983 - 1989

Skills
Wealth Management, Retirement Planning, Investments, Finance, Investment Management, Series 7, Mutual Funds, Financial Services, Series 63, Investment Advisory, Securities, Portfolio Management, Asset Allocation, Estate Planning, Strategic Financial..., Financial Advisory, Asset Managment, Alternative Investments, Fixed Income, Financial Analysis, Long Term Care Insurance

Education
Chubb Institute of Computer Technology
Computer Programer, Computer Programming COBAL, IJL, etc.

Rutgers, The State University of New Jersey-New Brunswick   1989 — 1989

Bernards High School

Kurt Schlesinger Kurt Schlesinger Greater New York City Area Details
Kurt Schlesinger's The Investment Center, Inc. Experience March 2009 - Present
Job Financial Advisor at The Investment Center, Inc.
Industry Financial Services
Experience
The Investment Center, Inc.   March 2009 - Present
Morgan Stanley Smith Barney  April 2003 - March 2009
UBS  April 1999 - April 2003
David Lerner Associates, inc.   July 1991 - April 1999

Skills
Finance, Retirement Planning, Wealth Management, Investment Advisory, Retirement, Fixed Annuities, Series 65, Mutual Funds, Securities, Asset Allocation, Series 7, Estate Planning, Investments, Saving for Education, 401k Rollovers, 529 Plans, IRAs, College Savings Plans, Annuities, Life Insurance, Long Term Care Insurance, Bonds, CD`s, Social Security Planning

Education
Southern Connecticut State University

The American College
Chartered Financial Consultant Designation ChFC

Randall Faulk Randall Faulk Katy, Texas Details
Randall Faulk's The Investment Center, Inc. Experience August 2014 - May 2015
Job Summer Analyst at J.P. Morgan
Industry
Experience
J.P. Morgan   May 2015 - Present
The Investment Center, Inc.   August 2014 - May 2015
Pendragon Productions Ltd   June 2014 - August 2014
The Investment Center, Inc.   June 2013 - June 2014
Willowfork Country Club   May 2012 - June 2013

Skills
Hold Series 7, Series 63, Series 65, Investment Advisory, International Business..., Microsoft Excel, Microsoft Word, Leadership

Education
University of Florida   2012 — 2016
Bachelor of Science in Business Administration, Finance, General, 3.76

Adam Handler, CRPC® Adam Handler, CRPC® Greater New York City Area Details
Adam Handler, CRPC®'s The Investment Center, Inc. Experience July 2014 - Present
Job Product & Strategic Relationship Manager at The Investment Center, Inc.
Industry Financial Services
Experience
The Investment Center, Inc.   July 2014 - Present
UBS  April 2013 - July 2014
Merrill Lynch  February 2011 - April 2013
AXA Advisors  October 2010 - February 2011
Opus Trading Fund LLC  October 2007 - August 2010
Sun Federal Credit Union  June 2007 - September 2007
United Teletech Financial Federal Credit Union  June 2006 - June 2007

Skills
Investments, Wealth Management, Financial Services, Finance, Series 7, Due Diligence, Loans, Mutual Funds, Retirement Planning, Asset Allocation, Series 63, Portfolio Management, Financial Planning, Investment Advisory, Equities, Securities, Asset Management, Fixed Income, Series 24

Education
Penn State University   2001 — 2005
Bachelor of Arts, General Arts

Erika Parkinson Erika Parkinson Greater Atlanta Area Details
Erika Parkinson's The Investment Center, Inc. Experience February 2008 - June 2010
Job Administrative Assistant at Universal Engineering Sciences
Industry Civil Engineering
Experience
Universal Engineering Sciences  March 2013 - Present
Trans World Entertainment  August 2010 - February 2012
The Investment Center, Inc.   February 2008 - June 2010

Skills
Microsoft Office, Deltek, Executive Support, Office Administration, Document Preparation, Data Entry, Customer Service, Proofreading, Organization Skills, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Access, Store Management, Professional Phone..., Receptionist Duties, Customer Support, Administrative..., Clerical Skills, Filing

Education
Gwinnett Technical College   2012 — 2014
Business Administrative Technology

Jessica Kerpez Jessica Kerpez Long Valley, New Jersey Details
Jessica Kerpez's The Investment Center, Inc. Experience May 2013 - August 2013
Job Disaster Recovery Specialist at American Red Cross
Industry Marketing and Advertising
Experience
American Red Cross  September 2014 - Present
Anderson Computer Lab   May 2012 - Present
Beauvoir Elementary School  February 2014 - May 2014
Rose Physical Therapy Group  September 2013 - May 2014
The Investment Center, Inc.   May 2013 - August 2013
Foundation For Defense of Democracies  June 2012 - December 2012
Mama's Restaurant and Cafe Baci   May 2010 - June 2012

Skills
Research, Teamwork, English, Team Leadership, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Photoshop, Social Media, Public Speaking, Java, Windows, Event Planning, AutoCAD, Medical Terminology, Medical Education, Laboratory Medicine, Laboratory Skills, Laboratory Equipment, Molecular Biology, Cell Biology, Biology, Fundraising, Blogging, Data Analysis

Education
American University   2012 — 2016
Bachelor of Science (B.S.), Biology, Junior

West Morris Central

Kimberly Branch, CFP Kimberly Branch, CFP Greater New York City Area Details
Kimberly Branch, CFP's The Investment Center, Inc. Experience April 2014 - December 2014
Job Consultant at American Portfolios
Industry Financial Services
Experience
American Portfolios  June 2015 - Present
Branch Financial Services Consulting   January 2015 - Present
The Investment Center, Inc.   April 2014 - December 2014
Symetra Investment Services  February 2012 - July 2013
4WARD Marketing, Inc. (NEXT Financial Group)   November 2006 - February 2012
AIG Financial Advisors  2000 - 2007
AIG Financial Advisors  September 2000 - November 2006

Skills
Financial Coaching, Public Relations, Marketing Communications, Marketing, Strategic Financial..., Direct Marketing, Strategic Planning, Marketing Strategy, Retirement Planning, Wealth Management, Series 7, New Business Development, Advertising, Financial Advisory, Online Marketing, Business Development, Securities, Investments, Investment Advisory, Copywriting, Mutual Funds, SEO, Relationship Management, Insurance, Press Releases, Strategy, Creative Direction, Series 63, Financial Services, Leadership, Social Networking, Corporate Communications, Competitive Analysis, Sales, Business Strategy, Management, Online Advertising, Cross-functional Team..., Training, Team Building, Finance, Recruiting, Coaching, Lead Generation, Analysis, CRM, Team Management, Employee Benefits, Contract Negotiation, Fixed Annuities

Education
Texas State University-San Marcos
Marketing and Computer Science

Debra Clancy Debra Clancy Charlotte, North Carolina Area Details
Debra Clancy's The Investment Center, Inc. Experience September 2014 - November 2014
Job Business Office Administrative Clerk at Crisis Assistance Ministry
Industry Philanthropy
Experience
Crisis Assistance Ministry  July 2015 - Present
Crisis Assistance Ministry  November 2014 - July 2015
The Investment Center, Inc.   September 2014 - November 2014
Daniel Stowe Botanical Garden  July 2011 - February 2013
York County Public Library  October 2010 - July 2011
Charlotte Mecklenburg Library  February 2006 - July 2010
Gaston County Public Library  January 2004 - January 2006
Creative Solutions Special Events   August 2002 - March 2003
The Schiele Museum of Natural History   February 2000 - July 2002

Skills
Nonprofits, Cataloging, Reader's Advisory, Library Management, Interlibrary Loan, Information Literacy, Public Libraries, Community Outreach, Social Media, Editing, Painting, Event Planning, Customer Service, Electronic Resources, Library Reference, HTML, CSS, iPhone, iPhoto, Mac OS, Microsoft Word, Microsoft Excel, Eye for Details, Employee Training, Writing, Apple Safari, Research, Proofreading, Academic Writing, Community Engagement, Internet Troubleshooting, Mixed Media, Children's Books, Fashion History, Operations Management, Social Theory, Literary Criticism, Art Criticism, Electronic Research

Education
Gaston College/Education-To-Go (Cengage Learning)   2014 — 2014
Continuing Education Certificate, Web Page, Digital/Multimedia and Information Resources Design

University of North Carolina at Charlotte   2000 — 2005
Master of Arts (M.A.), Liberal Arts and Sciences/Liberal Studies, 3.8

University of North Carolina at Charlotte   1986 — 1990
Bachelor of Creative Arts, Fine and Studio Arts

Ryan Quillen Ryan Quillen Greater New York City Area Details
Ryan Quillen's The Investment Center, Inc. Experience December 1997 - August 2004
Job Managing Director, Quillen Advisory Services, LLC
Industry Insurance
Experience
Quillen Advisory Services, LLC   August 2005 - Present
The Investment Center, Inc.   December 1997 - August 2004
Cadaret Grant  January 1995 - December 1997

Skills
Insurance, Employee Benefits, Financial Services, Management, Marketing

Education
Denison University   1990 — 1994
Bachelor of Arts, Double Major - Economics & Psychology

Herb Katz Herb Katz Greater New York City Area Details
Herb Katz's The Investment Center, Inc. Experience January 1995 - January 2003
Job Executive delivering business elements that pundits have mentioned, but as of yet have not put together.
Industry Management Consulting
Experience
Quest Excel Inc.   January 1995 - Present
The INVESTMENT CENTER, INC.   January 1995 - January 2003
The Hartford  January 1990 - January 1995

Skills
Marketing Strategy, Management, CRM, Social Media, Insurance, Strategic Planning, Business Development, Business Analysis, Sales, Project Management, Life Insurance, Team Leadership, Account Management, Budgets, New Business Development, System Administration, Customer Service, Business Strategy, Team Building, Negotiation, Marketing Analytics, Staff Development, Customer Satisfaction, Strategy, Management Consulting, Marketing, Leadership, Financial Services, Program Management

Education
Roger Williams University   1979 — 1983
Bachelor of Science (BS), Business Administration and Marketing

Jim Zerweck Jim Zerweck Greater New York City Area Details
Jim Zerweck's The Investment Center, Inc. Experience September 2004 - April 2014
Job Head of Operations at ABMM Financial
Industry Financial Services
Experience
ABMM Financial   October 2014 - Present
The Investment Center, Inc.   September 2004 - April 2014
Hornor Townsend & Kent  January 2002 - August 2004

Skills
Retirement Planning, Series 63, Mutual Funds, Series 7, Series 24, Financial Services, Investments, Asset Management, Management, Fixed Annuities, Retirement, Marketing Strategy, Series 65, Wealth Management, Investment Advisory, Marketing Communications

Education
Dickinson College   1986 — 1990
Bachelor of Arts (B.A.), Economics / History

Sara Springmeyer Sara Springmeyer New York, New York Details
Sara Springmeyer's The Investment Center, Inc. Experience June 2007 - August 2007
Job Coatue Management
Industry Financial Services
Experience
Coatue Management  March 2015 - Present
Coatue Management  April 2011 - March 2015
Estee Lauder  August 2008 - April 2011
IFOPA   September 2002 - May 2008
The Lincoln School  August 2007 - November 2007
The Investment Center, Inc.   June 2007 - August 2007
Christies  June 2006 - August 2006

Education
Brown University   2004 — 2008

Nina Cerda Nina Cerda Greater New York City Area Details
Nina Cerda's The Investment Center, Inc. Experience December 2005 - Present
Job Investment Advisor
Industry Financial Services
Experience
The Investment Center, Inc.   December 2005 - Present
Ryan Beck & Co.   July 2000 - November 2005
Prudential Securities  April 1999 - July 2000
Kenneth Cole Productions  1998 - 1999

Education
BHS

Fairleigh Dickinson University
Masters Administrative Science, International Studies/Business Management

Francine Styles Francine Styles Bethlehem, Pennsylvania Details
Francine Styles's The Investment Center, Inc. Experience November 2000 - January 2009
Job
Industry Transportation/Trucking/Railroad
Experience
Community Action Committee of Lehigh Valley   June 2011 - February 2013
The Investment Center, Inc.   November 2000 - January 2009
Investacorp, Inc.   September 1999 - October 2000
Cal Fed Investments  1999 - 1999
Ascend Financial Service, Inc. -   1997 - 1999
Equity Services, Inc.- National Life of Vermont   1996 - 1997
Red Lion’s Sacramento Inn   1994 - 1996
Fountain Suites Hotel   1990 - 1992

Skills
Accounting, Strategic Planning, Management, Compliance, Finance, Training, Investments, Project Planning, Auditing, Change Management, Vendor Management, Project Management, Budgets, Financial Analysis, Financial Reporting, Strategic Financial..., Business Planning, Analysis, Policy, Leadership, Data Analysis, Operations Management, Strategy, Forecasting, Team Building, Start-ups, Executive Management, Risk Management, Process Improvement, Mergers & Acquisitions, Entrepreneurship, Organizational..., Management Consulting, Business Strategy, Negotiation, Small Business, Program Management, Customer Service, Nonprofits, Financial Modeling

Education
Colorado State University   2009 — 2011
MBA

California State University-Sacramento   1991 — 1994
B.S., Real Estate Land Use Affairs

Amanda Straub Amanda Straub Greater Philadelphia Area Details
Amanda Straub's The Investment Center, Inc. Experience 2008 - 2009
Job Clinical Research Coordinator
Industry Hospital & Health Care
Experience
University of Pennsylvania  May 2015 - Present
SEI  August 2014 - May 2015
New Penn Financial, LLC  March 2013 - August 2014
New Penn Financial, LLC  July 2012 - March 2013
You & I Academy   2011 - 2012
The Investment Center, Inc.   2008 - 2009
Verizon Wireless  2008 - 2008
Sovereign Bank  2006 - 2007

Skills
Loans, Banking, Mortgage Lending, Investments, Residential Mortgages, FHA, Credit, Credit Analysis, Refinance, Financial Analysis, Real Estate, Investment Properties, Asset Management, Customer Service

Education
Rowan University   2004 — 2007
Bachelor's degree, Mathematics

Collegium Palatinum (Heidelberg, Germany)   2007 — 2007
German Studies

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