The Investment Center, Inc.
Industry: Company
DescriptionFounded: 1986 Parent organization: .I.C. Financial Corp
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The Investment Center, Inc. Employees
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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