The PFM Group
Description
Address: 40 Wall St, New York, NY 10005 Phone: (215) 567-6100Place name: : : : : Website: Category: : : Hours: Website: https://www.pfm.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of PFM Posting publicly on the Web Write a review Reviews Be the first to review
The PFM Group List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at The PFM Group. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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The PFM Group Employees
Employee
Years
Job
Industry
Matt Meads Matt Meads's The PFM Group Experience January 2015 - Present
Job Arbitrage Rebate Analyst at The PFM Group
Industry Banking
Experience
The PFM Group January 2015 - Present
Messiah College Phonathon January 2013 - December 2014
Wells Fargo June 2014 - September 2014
Commonwealth of Pennsylvania February 2014 - May 2014
Wells Fargo June 2013 - August 2013
C&S Dining Inc. October 2008 - August 2012
Skills
Microsoft Excel, Portfolio Management, Leadership, Finance, Bloomberg, Analysis, Management, Fundraising, Microsoft Word, Minitab, Annual Reports, Business Writing, Cash Flow Forecasting, Outlook, Microsoft Office, Legal, SlickEdit, Phoenix Real Estate, Time Management, Time Value of Money, Bond Sizing, Debt Structuring, DBC
Education
Messiah College 2012 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General
The PFM Group January 2015 - Present
Messiah College Phonathon January 2013 - December 2014
Wells Fargo June 2014 - September 2014
Commonwealth of Pennsylvania February 2014 - May 2014
Wells Fargo June 2013 - August 2013
C&S Dining Inc. October 2008 - August 2012
Skills
Microsoft Excel, Portfolio Management, Leadership, Finance, Bloomberg, Analysis, Management, Fundraising, Microsoft Word, Minitab, Annual Reports, Business Writing, Cash Flow Forecasting, Outlook, Microsoft Office, Legal, SlickEdit, Phoenix Real Estate, Time Management, Time Value of Money, Bond Sizing, Debt Structuring, DBC
Education
Messiah College 2012 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General
Ken Fullerton Ken Fullerton's The PFM Group Experience April 2010 - Present
Job
Industry Financial Services
Experience
The PFM Group April 2010 - Present
Fullerton & Friar, Inc. April 1990 - April 2010
Lazard Freres & Co. April 1983 - March 1990
Skills
Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking
Education
Harvard Business School 1976 — 1978
Master of Business Administration (MBA), Finance, General
Harvard University 1971 — 1976
Bachelor of Arts (B.A.), History
St. Petersburgh High School 1968 — 1971
High school diploma
The PFM Group April 2010 - Present
Fullerton & Friar, Inc. April 1990 - April 2010
Lazard Freres & Co. April 1983 - March 1990
Skills
Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking
Education
Harvard Business School 1976 — 1978
Master of Business Administration (MBA), Finance, General
Harvard University 1971 — 1976
Bachelor of Arts (B.A.), History
St. Petersburgh High School 1968 — 1971
High school diploma
Lisa Colasanti Lisa Colasanti's The PFM Group Experience December 2014 - September 2015
Job Events and Campaign Coordinator at Bethesda Project
Industry Marketing and Advertising
Experience
Bethesda Project September 2015 - Present
The PFM Group December 2014 - September 2015
Lambertville Station Inn October 2014 - December 2014
Pandora August 2014 - October 2014
Wounded Warrior Project January 2013 - August 2013
Tomato Patch Arts Camp July 2012 - August 2012
Cycling Ireland June 2011 - August 2011
ASUSF College Players May 2010 - May 2011
ASUSF College Players February 2010 - May 2011
PrEP September 2010 - December 2010
Skills
Event Planning, Copywriting, Microsoft Office, Advertising, Nonprofits, Social Networking, Social Media, Twitter, Event Management, Marketing Communications, Creative Writing, Facebook Fan Page..., Google Docs, Microsoft Word, Editing, BIS Global Systems, Outlook, Proofreading, Microsoft Dynamics, Ektron Content..., Social Media Marketing, Mac OS, Basecamp, Microsoft CRM, CMS, Public Speaking
Education
University of San Francisco 2008 — 2012
BA, Communications
University of San Francisco 2008 — 2012
Bachelor of Arts, Communication Studies; Advertising
Bethesda Project September 2015 - Present
The PFM Group December 2014 - September 2015
Lambertville Station Inn October 2014 - December 2014
Pandora August 2014 - October 2014
Wounded Warrior Project January 2013 - August 2013
Tomato Patch Arts Camp July 2012 - August 2012
Cycling Ireland June 2011 - August 2011
ASUSF College Players May 2010 - May 2011
ASUSF College Players February 2010 - May 2011
PrEP September 2010 - December 2010
Skills
Event Planning, Copywriting, Microsoft Office, Advertising, Nonprofits, Social Networking, Social Media, Twitter, Event Management, Marketing Communications, Creative Writing, Facebook Fan Page..., Google Docs, Microsoft Word, Editing, BIS Global Systems, Outlook, Proofreading, Microsoft Dynamics, Ektron Content..., Social Media Marketing, Mac OS, Basecamp, Microsoft CRM, CMS, Public Speaking
Education
University of San Francisco 2008 — 2012
BA, Communications
University of San Francisco 2008 — 2012
Bachelor of Arts, Communication Studies; Advertising
Varghese Paul Varghese Paul's The PFM Group Experience June 2015 - August 2015
Job Incoming Management Consulting Intern at PwC
Industry Financial Services
Experience
The PFM Group June 2015 - August 2015
PwC June 2015 - June 2015
Bloomberg LP May 2015 - May 2015
Walmart May 2014 - August 2014
Skills
Public Speaking, Teamwork, PowerPoint, Social Media, Leadership, Marketing, Community Outreach, Research, Event Planning, Management, Reliability, Microsoft Excel, Microsoft Word, Microsoft Office, Time Management
Education
Penn State University 2013 — 2017
Bachelor's Degree, Finance, General
Penn State University 2013 — 2017
Bachelor's Degree, Philosophy
The PFM Group June 2015 - August 2015
PwC June 2015 - June 2015
Bloomberg LP May 2015 - May 2015
Walmart May 2014 - August 2014
Skills
Public Speaking, Teamwork, PowerPoint, Social Media, Leadership, Marketing, Community Outreach, Research, Event Planning, Management, Reliability, Microsoft Excel, Microsoft Word, Microsoft Office, Time Management
Education
Penn State University 2013 — 2017
Bachelor's Degree, Finance, General
Penn State University 2013 — 2017
Bachelor's Degree, Philosophy
Patrick Willers Patrick Willers's The PFM Group Experience July 2015 - Present
Job Financial Analyst at The PFM Group
Industry Financial Services
Experience
The PFM Group July 2015 - Present
Watering Earth 2011 - Present
Syracuse University September 2014 - June 2015
Peace Corps July 2013 - June 2014
Peace Corps June 2011 - August 2013
Lucas Vineyards May 2010 - April 2011
Depth of Field Productions July 2008 - August 2008
Skills
Community Development, Grant Writing, International..., Non-profits, Spanish, Intercultural..., Program Development, Public Speaking, Research, Community Outreach, Social Media, Policy Analysis, Economic Development, Volunteer Management, Program Evaluation, Microsoft Office, International Relations, Public Policy, Grants, Capacity Building, Nonprofits, Training, Community Organizing, Youth Development, Leadership, NGOs, Proposal Writing, Entrepreneurship, Workshop Facilitation
Education
Syracuse University - Maxwell School 2014 — 2015
Master's Degree, Public Administration
University of Michigan 2006 — 2010
A.B., Economics
Pontificia Universidad Catolica 2009 — 2009
Latin American Studies
The PFM Group July 2015 - Present
Watering Earth 2011 - Present
Syracuse University September 2014 - June 2015
Peace Corps July 2013 - June 2014
Peace Corps June 2011 - August 2013
Lucas Vineyards May 2010 - April 2011
Depth of Field Productions July 2008 - August 2008
Skills
Community Development, Grant Writing, International..., Non-profits, Spanish, Intercultural..., Program Development, Public Speaking, Research, Community Outreach, Social Media, Policy Analysis, Economic Development, Volunteer Management, Program Evaluation, Microsoft Office, International Relations, Public Policy, Grants, Capacity Building, Nonprofits, Training, Community Organizing, Youth Development, Leadership, NGOs, Proposal Writing, Entrepreneurship, Workshop Facilitation
Education
Syracuse University - Maxwell School 2014 — 2015
Master's Degree, Public Administration
University of Michigan 2006 — 2010
A.B., Economics
Pontificia Universidad Catolica 2009 — 2009
Latin American Studies
Jeff Pinciak Jeff Pinciak's The PFM Group Experience January 2013 - April 2015
Job Investment Banking Analyst at Barclays
Industry Investment Banking
Experience
Barclays Investment Bank April 2015 - Present
The PFM Group January 2013 - April 2015
Education
University of South Carolina - The Moore School of Business 2008 — 2012
Bachelor of Science (B.S.), Finance/International Business
Barclays Investment Bank April 2015 - Present
The PFM Group January 2013 - April 2015
Education
University of South Carolina - The Moore School of Business 2008 — 2012
Bachelor of Science (B.S.), Finance/International Business
Jordan Zackery's The PFM Group Experience April 2015 - Present
Job Trader at The PFM Group
Industry Financial Services
Experience
The PFM Group April 2015 - Present
uFinancial Group February 2015 - April 2015
Fulton Financial Corporation January 2014 - January 2015
Fulton Financial Corporation June 2011 - January 2014
Skills
Banking, Finance, Social Media, Portfolio Management, Accounting, Financial Analysis, Bloomberg, Fixed Income, Trading, Bond Markets, Teamwork, Microsoft Office, Financial Services, Event Planning, Customer Service, Microsoft Excel
Education
Franklin & Marshall College 2011 — 2015
Bachelor's Degree, Economics
The PFM Group April 2015 - Present
uFinancial Group February 2015 - April 2015
Fulton Financial Corporation January 2014 - January 2015
Fulton Financial Corporation June 2011 - January 2014
Skills
Banking, Finance, Social Media, Portfolio Management, Accounting, Financial Analysis, Bloomberg, Fixed Income, Trading, Bond Markets, Teamwork, Microsoft Office, Financial Services, Event Planning, Customer Service, Microsoft Excel
Education
Franklin & Marshall College 2011 — 2015
Bachelor's Degree, Economics
Debanjan Mukhopadhyay's The PFM Group Experience May 2015 - Present
Job Analyst at PFM Group
Industry Financial Services
Experience
The PFM Group May 2015 - Present
Mathnasium - The Math Learning Center September 2013 - May 2015
NewSpace Global August 2014 - March 2015
Department of Defense May 2014 - August 2014
Boston University May 2012 - August 2012
Skills
Mathematics, Numerical Analysis, Mathematical Modeling, Analysis, Research, Data Analysis, Microsoft Excel, Microsoft Office, Maple, R, Excel, LaTeX,..., Quantitative Analytics, Statistics, Theory, R, Calculus, Teaching, Higher Education, LaTeX, Microsoft Word, PowerPoint, Google Analytics
Education
Villanova University 2013 — 2015
M.A, Mathematics
Boston University 2009 — 2013
B.A., Mathematics and Philosophy
The PFM Group May 2015 - Present
Mathnasium - The Math Learning Center September 2013 - May 2015
NewSpace Global August 2014 - March 2015
Department of Defense May 2014 - August 2014
Boston University May 2012 - August 2012
Skills
Mathematics, Numerical Analysis, Mathematical Modeling, Analysis, Research, Data Analysis, Microsoft Excel, Microsoft Office, Maple, R, Excel, LaTeX,..., Quantitative Analytics, Statistics, Theory, R, Calculus, Teaching, Higher Education, LaTeX, Microsoft Word, PowerPoint, Google Analytics
Education
Villanova University 2013 — 2015
M.A, Mathematics
Boston University 2009 — 2013
B.A., Mathematics and Philosophy
Anh T. Tran, MSFA's The PFM Group Experience May 2012 - September 2012
Job Graduate Student | Financial Analysis
Industry Financial Services
Experience
Formation 8 May 2014 - August 2014
ACE Group April 2013 - September 2013
The PFM Group May 2012 - September 2012
Skills
Portfolio Management, Bloomberg Terminal, Microsoft Excel, Investments, Asset Allocation, Finance, FactSet, Equity Research, Financial Modeling, Mutual Funds, Venture Capital, Technology Start-up, Asset Management, Financial Analysis, Microsoft Office
Education
University of San Francisco 2014 — 2015
Master of Science (M.Sc.), Financial Analysis – Accelerated, 3.70
Drexel University - College of Business and Administration 2009 — 2014
Bachelor of Business Administration, Finance and International Business, 3.76
Formation 8 May 2014 - August 2014
ACE Group April 2013 - September 2013
The PFM Group May 2012 - September 2012
Skills
Portfolio Management, Bloomberg Terminal, Microsoft Excel, Investments, Asset Allocation, Finance, FactSet, Equity Research, Financial Modeling, Mutual Funds, Venture Capital, Technology Start-up, Asset Management, Financial Analysis, Microsoft Office
Education
University of San Francisco 2014 — 2015
Master of Science (M.Sc.), Financial Analysis – Accelerated, 3.70
Drexel University - College of Business and Administration 2009 — 2014
Bachelor of Business Administration, Finance and International Business, 3.76
Matt Langford's The PFM Group Experience March 2015 - Present
Job Analyst at Public Financial Management, Inc.
Industry Financial Services
Experience
The PFM Group March 2015 - Present
Institute for Shock Physics - Washington State University July 2014 - March 2015
Institute for Shock Physics - Washington State University January 2013 - June 2014
Red Robin March 2012 - August 2012
Red Robin May 2009 - August 2012
Skills
General Ledger, Fund Accounting, Account Reconciliation, Financial Analysis, Microsoft Excel, Accounts Payable, Adult Education, Technical Writing, Microsoft Word, Team Leadership, Organization, Multi Tasking, Customer Service
Education
Washington State University 2012 — 2014
Bachelor's Degree, Accounting
Spokane Falls Community College 2009 — 2012
Associate of Arts (AA)
The PFM Group March 2015 - Present
Institute for Shock Physics - Washington State University July 2014 - March 2015
Institute for Shock Physics - Washington State University January 2013 - June 2014
Red Robin March 2012 - August 2012
Red Robin May 2009 - August 2012
Skills
General Ledger, Fund Accounting, Account Reconciliation, Financial Analysis, Microsoft Excel, Accounts Payable, Adult Education, Technical Writing, Microsoft Word, Team Leadership, Organization, Multi Tasking, Customer Service
Education
Washington State University 2012 — 2014
Bachelor's Degree, Accounting
Spokane Falls Community College 2009 — 2012
Associate of Arts (AA)
Shannon Jacobson Shannon Jacobson's The PFM Group Experience April 2011 - Present
Job Sr. Analyst
Industry Financial Services
Experience
The PFM Group April 2011 - Present
Skills
Capital Markets, Financial Analysis, Investment Banking, Financial Services, Strategy, Restructuring, Securities, Derivatives, Financial Modeling, Investments, Fixed Income
Education
University of Chicago 2007 — 2009
MPP, Economics, Public Policy
Université Paris Sorbonne (Paris IV) 2005 — 2005
B.A., French
University of Pittsburgh 2002 — 2005
BA, Political Science, Communication, French
The PFM Group April 2011 - Present
Skills
Capital Markets, Financial Analysis, Investment Banking, Financial Services, Strategy, Restructuring, Securities, Derivatives, Financial Modeling, Investments, Fixed Income
Education
University of Chicago 2007 — 2009
MPP, Economics, Public Policy
Université Paris Sorbonne (Paris IV) 2005 — 2005
B.A., French
University of Pittsburgh 2002 — 2005
BA, Political Science, Communication, French
Mey Taing's The PFM Group Experience July 2014 - Present
Job Financial Advisory Analyst at The PFM Group
Industry Higher Education
Experience
The PFM Group July 2014 - Present
Undergraduate Economics Department August 2013 - Present
UC Berkeley Athletic Student Center August 2013 - May 2014
Berkeley Microfinance January 2013 - December 2013
Walgreens June 2013 - August 2013
California Public Interest Research Group August 2011 - December 2011
Skills
Research, PowerPoint, Statistics, Microsoft Office, Public Speaking, Data Analysis, Microsoft Excel, Higher Education, Microsoft Word, Teaching, Social Media, Community Outreach, Economics, Matlab, Access, Entrepreneurship
Education
University of California, Berkeley 2011 — 2014
Bachelor's degree, Economics
The PFM Group July 2014 - Present
Undergraduate Economics Department August 2013 - Present
UC Berkeley Athletic Student Center August 2013 - May 2014
Berkeley Microfinance January 2013 - December 2013
Walgreens June 2013 - August 2013
California Public Interest Research Group August 2011 - December 2011
Skills
Research, PowerPoint, Statistics, Microsoft Office, Public Speaking, Data Analysis, Microsoft Excel, Higher Education, Microsoft Word, Teaching, Social Media, Community Outreach, Economics, Matlab, Access, Entrepreneurship
Education
University of California, Berkeley 2011 — 2014
Bachelor's degree, Economics
Rian Irani Rian Irani's The PFM Group Experience March 2014 - Present
Job Senior Managing Consultant at The PFM Group
Industry Financial Services
Experience
The PFM Group March 2014 - Present
The PFM Group February 2011 - February 2014
The PFM Group January 2009 - January 2011
Skills
Valuation, Capital Markets, Financial Modeling, Fixed Income, Financial Analysis, Quantitative Analytics, Public Finance, Bloomberg, Finance, Investments, Bonds
Education
University of California, Berkeley 2004 — 2008
BA, Economics
Jai Hind College 2002 — 2004
St. Mary's School I.C.S.E 1992 — 2002
The PFM Group March 2014 - Present
The PFM Group February 2011 - February 2014
The PFM Group January 2009 - January 2011
Skills
Valuation, Capital Markets, Financial Modeling, Fixed Income, Financial Analysis, Quantitative Analytics, Public Finance, Bloomberg, Finance, Investments, Bonds
Education
University of California, Berkeley 2004 — 2008
BA, Economics
Jai Hind College 2002 — 2004
St. Mary's School I.C.S.E 1992 — 2002
Shelby Hughes Shelby Hughes's The PFM Group Experience June 2015 - Present
Job Thunderbird School of Global Management
Industry
Experience
The PFM Group June 2015 - Present
Skills
Business Strategy, Strategic Planning, Market Research, Strategy, Leadership, Competitive Analysis, Project Management, Cross Functional..., Cross-functional Team..., Cross-cultural..., Marketing Strategy, Marketing, Event Planning, Vendor Management, Team Leadership, Project Planning, International Business, Management Consulting
Education
Thunderbird School of Global Management 2013 — 2015
Master of Business Administration (M.B.A.)
Saint Mary's College of California 2000 — 2004
Bachelor's Degree
The PFM Group June 2015 - Present
Skills
Business Strategy, Strategic Planning, Market Research, Strategy, Leadership, Competitive Analysis, Project Management, Cross Functional..., Cross-functional Team..., Cross-cultural..., Marketing Strategy, Marketing, Event Planning, Vendor Management, Team Leadership, Project Planning, International Business, Management Consulting
Education
Thunderbird School of Global Management 2013 — 2015
Master of Business Administration (M.B.A.)
Saint Mary's College of California 2000 — 2004
Bachelor's Degree
Stacey Herndon Stacey Herndon's The PFM Group Experience 1989 - 1991
Job Institutional Asset Manager
Industry Financial Services
Experience
PNC Institutional Asset Management February 2011 - Present
New York Life Insurance Company 2009 - 2010
FBR February 2004 - July 2007
Citigroup (Salomon Brothers) 1994 - 2002
Salomon Brothers 1995 - 1999
Public Resources Advisory Group 1991 - 1993
The PFM Group 1989 - 1991
Education
University of Pennsylvania - The Wharton School 1993 — 1995
MBA, Finance
Princeton University 1985 — 1989
Bachelor or Arts, Politics
The Sidwell Friends School 1981 — 1985
PNC Institutional Asset Management February 2011 - Present
New York Life Insurance Company 2009 - 2010
FBR February 2004 - July 2007
Citigroup (Salomon Brothers) 1994 - 2002
Salomon Brothers 1995 - 1999
Public Resources Advisory Group 1991 - 1993
The PFM Group 1989 - 1991
Education
University of Pennsylvania - The Wharton School 1993 — 1995
MBA, Finance
Princeton University 1985 — 1989
Bachelor or Arts, Politics
The Sidwell Friends School 1981 — 1985
Erin Fries's The PFM Group Experience March 2015 - Present
Job Investment Accountant at The PFM Group
Industry Banking
Experience
The PFM Group March 2015 - Present
Susquehanna Bancshares, Inc. October 2014 - March 2015
ELANCO School District 2012 - 2014
Education
Eastern University 2005 — 2009
Bachelor's Degree, Mathematics
The PFM Group March 2015 - Present
Susquehanna Bancshares, Inc. October 2014 - March 2015
ELANCO School District 2012 - 2014
Education
Eastern University 2005 — 2009
Bachelor's Degree, Mathematics
Nick Balcer's The PFM Group Experience October 2010 - October 2011
Job Development Officer at Unity Christian High School
Industry Nonprofit Organization Management
Experience
Unity Christian High School October 2014 - Present
National Intercollegiate Soccer Officials Association April 2012 - Present
United States Soccer Federation February 2002 - Present
MassMutual Financial Group October 2013 - October 2014
Manufacturer's Supply Company June 2005 - September 2013
ATEK Medical/Vention Medical September 2011 - September 2012
The PFM Group October 2010 - October 2011
Soccerzone LLC March 2005 - November 2010
Skills
Communication, People-oriented, Organization, Finance, Microsoft Excel, Cost Saving Projects, Cost Variance Analysis, Customer Service, Financial Statements, Financial Statement..., Personal Budgeting, Investments, Sales, PowerPoint, Sports, Soccer, Sports Management, Leadership, Sports Marketing, Sports Coaching, Time Management, Analysis, Coaching, Football, Microsoft Word, Social Networking, Microsoft Office, Athletics
Education
Grand Valley State University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Financial Planning and Services
Unity Christian High School 2005 — 2009
Unity Christian High School October 2014 - Present
National Intercollegiate Soccer Officials Association April 2012 - Present
United States Soccer Federation February 2002 - Present
MassMutual Financial Group October 2013 - October 2014
Manufacturer's Supply Company June 2005 - September 2013
ATEK Medical/Vention Medical September 2011 - September 2012
The PFM Group October 2010 - October 2011
Soccerzone LLC March 2005 - November 2010
Skills
Communication, People-oriented, Organization, Finance, Microsoft Excel, Cost Saving Projects, Cost Variance Analysis, Customer Service, Financial Statements, Financial Statement..., Personal Budgeting, Investments, Sales, PowerPoint, Sports, Soccer, Sports Management, Leadership, Sports Marketing, Sports Coaching, Time Management, Analysis, Coaching, Football, Microsoft Word, Social Networking, Microsoft Office, Athletics
Education
Grand Valley State University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Financial Planning and Services
Unity Christian High School 2005 — 2009
Clay Boggs Clay Boggs's The PFM Group Experience 2011 - 2011
Job Student at Duke University
Industry Financial Services
Experience
Barclays Investment Bank Summer Analyst Global MarketsBarclaysJune 2012 - August 2012
The PFM Group 2011 - 2011
Stoneridge Investment Partners 2009 - 2009
Skills
Microsoft Excel, Microsoft Office
Education
Duke University 2009 — 2013
Bachelor of Science (B.S.), Economics
The Haverford School 2005 — 2009
Barclays Investment Bank Summer Analyst Global MarketsBarclaysJune 2012 - August 2012
The PFM Group 2011 - 2011
Stoneridge Investment Partners 2009 - 2009
Skills
Microsoft Excel, Microsoft Office
Education
Duke University 2009 — 2013
Bachelor of Science (B.S.), Economics
The Haverford School 2005 — 2009
Ing. Zuzana Venclova Safouan, MBA Delta Mu Delta Ing. Zuzana Venclova Safouan, MBA Delta Mu Delta's The PFM Group Experience October 2014 - Present
Job Research Analyst
Industry Financial Services
Experience
The PFM Group October 2014 - Present
Herbalife February 2013 - Present
Wells Fargo July 2013 - October 2014
Foot Locker March 2011 - October 2011
Dunes Restaurant August 2010 - March 2011
La Kasbah Restaurant January 2008 - March 2010
Clipper Magazine January 2006 - May 2007
Skills
Customer Service, Microsoft Office, PowerPoint, Advertising, Marketing, Online Advertising, Social Media, Microsoft Word, Microsoft Excel, Facebook, Team Building, Photoshop, Leadership, Training, Social Media Marketing, Recruiting, Management, Team Leadership, Account Management, Negotiation, Project Management, Sales Management, Strategic Planning, New Business Development, Inventory Management, CRM, Social Networking, Analysis, Business Development, Customer Satisfaction, Leadership Development, Event Planning, Coaching, Teamwork, Sales, Outlook, Salesforce.com, Event Management, Time Management, Market Research, Access, Cold Calling, Human Resources, Staff Development, Public Relations, Marketing Communications, Employee Relations, Online Marketing, Employee Training, Customer Retention
Education
University of Phoenix 2011 — 2012
Master of Business Administration (MBA), Business, Management, Marketing, and Related Support Services
University of Economics in Bratislava 1998 — 2003
Master of Engineering (M.Eng.), Business and Marketing
The PFM Group October 2014 - Present
Herbalife February 2013 - Present
Wells Fargo July 2013 - October 2014
Foot Locker March 2011 - October 2011
Dunes Restaurant August 2010 - March 2011
La Kasbah Restaurant January 2008 - March 2010
Clipper Magazine January 2006 - May 2007
Skills
Customer Service, Microsoft Office, PowerPoint, Advertising, Marketing, Online Advertising, Social Media, Microsoft Word, Microsoft Excel, Facebook, Team Building, Photoshop, Leadership, Training, Social Media Marketing, Recruiting, Management, Team Leadership, Account Management, Negotiation, Project Management, Sales Management, Strategic Planning, New Business Development, Inventory Management, CRM, Social Networking, Analysis, Business Development, Customer Satisfaction, Leadership Development, Event Planning, Coaching, Teamwork, Sales, Outlook, Salesforce.com, Event Management, Time Management, Market Research, Access, Cold Calling, Human Resources, Staff Development, Public Relations, Marketing Communications, Employee Relations, Online Marketing, Employee Training, Customer Retention
Education
University of Phoenix 2011 — 2012
Master of Business Administration (MBA), Business, Management, Marketing, and Related Support Services
University of Economics in Bratislava 1998 — 2003
Master of Engineering (M.Eng.), Business and Marketing
Garrett F. Moore's The PFM Group Experience December 2014 - April 2015
Job Channel Marketing Summer Analyst at Allianz GI
Industry
Experience
Allianz Global Investors June 2015 - August 2015
Warthog Safaris May 2015 - May 2015
The PFM Group December 2014 - April 2015
Franklin and Marshall Weis College House August 2014 - April 2015
Franklin and Marshall College May 2014 - August 2014
Skills
Microsoft Excel, Customer Service, Research, Public Speaking, Strategic Planning, Budgets, Teamwork, Social Media, Finance
Education
Franklin & Marshall College 2012 — 2016
Bachelor of Arts (BA), Finance & Economics
Lampeter-Strasburg High School 2008 — 2012
High School, GPA: 3.9/4.0
Allianz Global Investors June 2015 - August 2015
Warthog Safaris May 2015 - May 2015
The PFM Group December 2014 - April 2015
Franklin and Marshall Weis College House August 2014 - April 2015
Franklin and Marshall College May 2014 - August 2014
Skills
Microsoft Excel, Customer Service, Research, Public Speaking, Strategic Planning, Budgets, Teamwork, Social Media, Finance
Education
Franklin & Marshall College 2012 — 2016
Bachelor of Arts (BA), Finance & Economics
Lampeter-Strasburg High School 2008 — 2012
High School, GPA: 3.9/4.0
Stephen Brill Stephen Brill's The PFM Group Experience January 2014 - Present
Job Arbitration Analyst at The PFM Group
Industry
Experience
The PFM Group January 2014 - Present
Yunus Centre 2014 - Present
FedEx Freight May 2013 - August 2013
United States Marine Corps October 2007 - July 2011
Quality Custom Cabinetry Incorporated January 2004 - October 2007
Skills
Management, Microsoft Excel, Microsoft Word, Research, Higher Education, Microsoft Office, Leadership, Public Speaking, Teamwork, PowerPoint, Social Media, Customer Service, Data Analysis, Event Planning, Time Management
Education
Elizabethtown College 2011 — 2014
B.A., Economics
The PFM Group January 2014 - Present
Yunus Centre 2014 - Present
FedEx Freight May 2013 - August 2013
United States Marine Corps October 2007 - July 2011
Quality Custom Cabinetry Incorporated January 2004 - October 2007
Skills
Management, Microsoft Excel, Microsoft Word, Research, Higher Education, Microsoft Office, Leadership, Public Speaking, Teamwork, PowerPoint, Social Media, Customer Service, Data Analysis, Event Planning, Time Management
Education
Elizabethtown College 2011 — 2014
B.A., Economics
Michelle (Phillips) Hamlin Michelle (Phillips) Hamlin's The PFM Group Experience September 2010 - March 2015
Job Marketing Director & Client Relationship Manager at Mayberry Homes Team
Industry Financial Services
Experience
Mayberry Homes Team March 2015 - Present
The PFM Group September 2010 - March 2015
Bar Louie 2009 - 2010
Celebrations by Michelle January 2005 - March 2009
Comedy Works South, LLC 2008 - 2009
Cool River Café 2007 - 2009
Solar Alliance July 2007 - December 2007
Solar Energy Industries Association January 2007 - July 2007
Alternative Telecommunication Solutions, Inc 2005 - 2007
Davis & Main Restaurant April 2002 - August 2005
Skills
Event Planning, Catering, Management, Sales, Budgets, Training, Restaurants, Menu Development, Public Speaking, Nonprofits, Restaurant Management, Food, Banquets, Event Management, Wine, Social Media, Social Networking, Marketing, Fundraising, Customer Service, Public Relations, Social Media Marketing, Leadership
Education
Virginia Commonwealth University 2001 — 2004
BA, Music - Vocal Performance
Northern Virginia Community College 1999 — 2001
Associate of Applied Arts, Music
Mayberry Homes Team March 2015 - Present
The PFM Group September 2010 - March 2015
Bar Louie 2009 - 2010
Celebrations by Michelle January 2005 - March 2009
Comedy Works South, LLC 2008 - 2009
Cool River Café 2007 - 2009
Solar Alliance July 2007 - December 2007
Solar Energy Industries Association January 2007 - July 2007
Alternative Telecommunication Solutions, Inc 2005 - 2007
Davis & Main Restaurant April 2002 - August 2005
Skills
Event Planning, Catering, Management, Sales, Budgets, Training, Restaurants, Menu Development, Public Speaking, Nonprofits, Restaurant Management, Food, Banquets, Event Management, Wine, Social Media, Social Networking, Marketing, Fundraising, Customer Service, Public Relations, Social Media Marketing, Leadership
Education
Virginia Commonwealth University 2001 — 2004
BA, Music - Vocal Performance
Northern Virginia Community College 1999 — 2001
Associate of Applied Arts, Music
Bryce Grant Bryce Grant's The PFM Group Experience June 2010 - August 2010
Job Data Concierge at Vertex Inc.
Industry Financial Services
Experience
Vertex Inc. August 2014 - Present
GymAngel February 2014 - July 2014
Vertex Inc. December 2013 - February 2014
Peace a Pizza June 2011 - December 2013
Pudong Institute for the U.S. Economy March 2012 - June 2012
The PFM Group June 2010 - August 2010
Skills
Economics, Statistics, Microsoft Office, PowerPoint, Microsoft Word, International Trade, Research, Financial Modeling, Google Analytics, Python, SQL, Microsoft Excel, Econometrics, Data Analysis, Microeconomics, Macroeconomics, Economic Research, Pricing Analysis, Market Analysis, Market Research, Marketing, Competitive Analysis
Education
Ithaca College 2009 — 2013
Bachelor of Arts (B.A.), Economics
Radnor High School 2005 — 2009
Vertex Inc. August 2014 - Present
GymAngel February 2014 - July 2014
Vertex Inc. December 2013 - February 2014
Peace a Pizza June 2011 - December 2013
Pudong Institute for the U.S. Economy March 2012 - June 2012
The PFM Group June 2010 - August 2010
Skills
Economics, Statistics, Microsoft Office, PowerPoint, Microsoft Word, International Trade, Research, Financial Modeling, Google Analytics, Python, SQL, Microsoft Excel, Econometrics, Data Analysis, Microeconomics, Macroeconomics, Economic Research, Pricing Analysis, Market Analysis, Market Research, Marketing, Competitive Analysis
Education
Ithaca College 2009 — 2013
Bachelor of Arts (B.A.), Economics
Radnor High School 2005 — 2009
Michael Cosack's The PFM Group Experience January 2003 - April 2007
Job Principal at CosCos LLC
Industry Venture Capital & Private Equity
Experience
CosCos LLC May 2007 - Present
Merit Preparatory Charter School of Newark January 2012 - Present
Matchbook Learning March 2015 - Present
Investors' Circle June 2015 - Present
The PFM Group January 2003 - April 2007
Spagnola-Cosack, Inc. October 1992 - December 2002
Cosack & Associates February 1986 - September 1992
Prudential Financial January 1982 - January 1986
Skills
Senior Executive..., Financial Analysis, Team Building, Staff Development, Strategic Planning, New Business Development, Money Management, Non-profits, Asset Allocation, Tactical Planning, Manage Client..., Strong Negotiation..., Public Relations, Problem Solving, Business Innovation, Real Estate Economics, Best Practices, Financial Risk, Communication Skills, Relationship Management, Impact Evaluation, Executive Managment, Educational Leadership, Advocacy, Liability Analysis, Interpersonal Skills, Business Expansion, Financial Statements, Financial Management..., Marketing Plan Creation, Board Relations, Legal Issues, Compliance, Accounting, Change Management, Contract Negotiation, Key Account..., Expansion Strategies, Strategic Policy..., Investment Policy..., Fiscal Policy
Education
The College of New Jersey 1977 — 1981
Bachelor of Science, Business Administration/Finance/Economics
CosCos LLC May 2007 - Present
Merit Preparatory Charter School of Newark January 2012 - Present
Matchbook Learning March 2015 - Present
Investors' Circle June 2015 - Present
The PFM Group January 2003 - April 2007
Spagnola-Cosack, Inc. October 1992 - December 2002
Cosack & Associates February 1986 - September 1992
Prudential Financial January 1982 - January 1986
Skills
Senior Executive..., Financial Analysis, Team Building, Staff Development, Strategic Planning, New Business Development, Money Management, Non-profits, Asset Allocation, Tactical Planning, Manage Client..., Strong Negotiation..., Public Relations, Problem Solving, Business Innovation, Real Estate Economics, Best Practices, Financial Risk, Communication Skills, Relationship Management, Impact Evaluation, Executive Managment, Educational Leadership, Advocacy, Liability Analysis, Interpersonal Skills, Business Expansion, Financial Statements, Financial Management..., Marketing Plan Creation, Board Relations, Legal Issues, Compliance, Accounting, Change Management, Contract Negotiation, Key Account..., Expansion Strategies, Strategic Policy..., Investment Policy..., Fiscal Policy
Education
The College of New Jersey 1977 — 1981
Bachelor of Science, Business Administration/Finance/Economics
Kristina Link Kristina Link's The PFM Group Experience May 2013 - August 2013
Job Sales Analytics at Liquidnet
Industry Financial Services
Experience
Liquidnet May 2015 - Present
Dickinson College September 2013 - May 2015
The PFM Group May 2013 - August 2013
The PFM Group May 2012 - August 2012
The PFM Group May 2010 - August 2010
The PFM Group May 2009 - August 2009
Skills
Microsoft Excel, Microsoft Word, Java, Eclipse, MIPS Assembly, Team Leadership, Data Analysis, Mathematics
Education
Dickinson College 2011 — 2015
Bachelor of Science (BS), Mathematics
Liquidnet May 2015 - Present
Dickinson College September 2013 - May 2015
The PFM Group May 2013 - August 2013
The PFM Group May 2012 - August 2012
The PFM Group May 2010 - August 2010
The PFM Group May 2009 - August 2009
Skills
Microsoft Excel, Microsoft Word, Java, Eclipse, MIPS Assembly, Team Leadership, Data Analysis, Mathematics
Education
Dickinson College 2011 — 2015
Bachelor of Science (BS), Mathematics
Danielle Scott's The PFM Group Experience June 2015 - Present
Job Analyst Management & Budget Consulting at The PFM Group
Industry Public Policy
Experience
The PFM Group June 2015 - Present
Howard University June 2014 - Present
NeighborWorks America September 2014 - November 2014
Howard University Student Association May 2013 - May 2014
22nd Annual Women to Women Confrence, Alpha Chapter, Delta Sigma Theta Sorority, Inc. September 2013 - February 2014
US Department of Commerce, Economic Development Administration June 2013 - August 2013
100 Black Men of Central Virginia June 2012 - July 2012
Outback Steakhouse September 2009 - July 2012
State Farm Insurance May 2012 - June 2012
Skills
Mediation, Public Speaking, Problem Solving, Community Outreach, Community Development, Volunteering, Community Organizing, Community Service, Mentoring, Youth Empowerment, Youth Mentoring, Non-profits, PowerPoint, Nonprofits, Event Planning, Research, Customer Service, Leadership, Teamwork, Social Networking, Time Management, Public Policy, Microsoft Office
Education
Howard University 2011 — 2015
Bachelor of Arts (B.A.), Political Science (major), Community Development (minor), 3.95
Monticello High School 2007 — 2011
High School, Advanced Diploma, 4.57
The PFM Group June 2015 - Present
Howard University June 2014 - Present
NeighborWorks America September 2014 - November 2014
Howard University Student Association May 2013 - May 2014
22nd Annual Women to Women Confrence, Alpha Chapter, Delta Sigma Theta Sorority, Inc. September 2013 - February 2014
US Department of Commerce, Economic Development Administration June 2013 - August 2013
100 Black Men of Central Virginia June 2012 - July 2012
Outback Steakhouse September 2009 - July 2012
State Farm Insurance May 2012 - June 2012
Skills
Mediation, Public Speaking, Problem Solving, Community Outreach, Community Development, Volunteering, Community Organizing, Community Service, Mentoring, Youth Empowerment, Youth Mentoring, Non-profits, PowerPoint, Nonprofits, Event Planning, Research, Customer Service, Leadership, Teamwork, Social Networking, Time Management, Public Policy, Microsoft Office
Education
Howard University 2011 — 2015
Bachelor of Arts (B.A.), Political Science (major), Community Development (minor), 3.95
Monticello High School 2007 — 2011
High School, Advanced Diploma, 4.57
Anna McNurlen Anna McNurlen's The PFM Group Experience February 2015 - Present
Job Student at Clarion University of Pennsylvania
Industry Financial Services
Experience
The PFM Group February 2015 - Present
Clarion University Of Pennsylvania September 2013 - Present
Allegheny Financial Group June 2014 - August 2014
Sunset Beach Park June 2009 - August 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Cpr Certified, Critical Thinking, Time Management
Education
Clarion University of Pennsylvania 2011 — 2015
Finance, Corporate
McGuffey High School 2007 — 2011
The PFM Group February 2015 - Present
Clarion University Of Pennsylvania September 2013 - Present
Allegheny Financial Group June 2014 - August 2014
Sunset Beach Park June 2009 - August 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Cpr Certified, Critical Thinking, Time Management
Education
Clarion University of Pennsylvania 2011 — 2015
Finance, Corporate
McGuffey High School 2007 — 2011
Vishal Sadhasivan Vishal Sadhasivan's The PFM Group Experience July 2015 - Present
Job Asset Management Analyst at The PFM Group
Industry Financial Services
Experience
The PFM Group July 2015 - Present
Tommy Hilfiger June 2012 - November 2013
On Campus Marketing June 2013 - August 2013
Campus Dining, Penn State University January 2013 - May 2013
Skills
Economics, Microsoft Excel, Statistics, PowerPoint, Teamwork, Microsoft Office, Microsoft Word, Financial Markets, Leadership, Time Management, C++, Financial Modeling, Spanish, Public Speaking
Education
Penn State University 2011 — 2015
Bachelor of Science (B.S.), Economics
The PFM Group July 2015 - Present
Tommy Hilfiger June 2012 - November 2013
On Campus Marketing June 2013 - August 2013
Campus Dining, Penn State University January 2013 - May 2013
Skills
Economics, Microsoft Excel, Statistics, PowerPoint, Teamwork, Microsoft Office, Microsoft Word, Financial Markets, Leadership, Time Management, C++, Financial Modeling, Spanish, Public Speaking
Education
Penn State University 2011 — 2015
Bachelor of Science (B.S.), Economics
Benjie Baclig's The PFM Group Experience June 2013 - August 2014
Job Finance, Entrepreneur, and Customer Management
Industry Financial Services
Experience
Goals-ToGo January 2015 - August 2015
Mayflower Park Hotel September 2014 - August 2015
The PFM Group June 2013 - August 2014
Waimea High School Reunion Committee January 2014 - July 2014
Toastmasters International December 2013 - July 2014
Barclays June 2012 - August 2012
Self Guided June 2012 - August 2012
Wharton Executive Education March 2011 - March 2011
First Hawaiian Bank May 2010 - July 2010
Lappert's, Hawaii November 2007 - July 2009
Skills
Microsoft Excel, Financial Modeling, Social Media, Fixed Income Portfolio..., Investments, Analysis, Financial Analysis, Microsoft Office, Microsoft Word, Valuation, Economic Indicators, PowerPoint, Corporate Finance, Data Analysis, Economics, Marketing, Accounting, Research, Statistics, Social Media Marketing, Fixed Income, Stock Trading, Public Speaking, Bloomberg Terminal, Mutual Funds
Education
University of Pennsylvania - The Wharton School 2009 — 2013
Bachelor of Science (B.S.), Finance
Waimea High School 2005 — 2009
Goals-ToGo January 2015 - August 2015
Mayflower Park Hotel September 2014 - August 2015
The PFM Group June 2013 - August 2014
Waimea High School Reunion Committee January 2014 - July 2014
Toastmasters International December 2013 - July 2014
Barclays June 2012 - August 2012
Self Guided June 2012 - August 2012
Wharton Executive Education March 2011 - March 2011
First Hawaiian Bank May 2010 - July 2010
Lappert's, Hawaii November 2007 - July 2009
Skills
Microsoft Excel, Financial Modeling, Social Media, Fixed Income Portfolio..., Investments, Analysis, Financial Analysis, Microsoft Office, Microsoft Word, Valuation, Economic Indicators, PowerPoint, Corporate Finance, Data Analysis, Economics, Marketing, Accounting, Research, Statistics, Social Media Marketing, Fixed Income, Stock Trading, Public Speaking, Bloomberg Terminal, Mutual Funds
Education
University of Pennsylvania - The Wharton School 2009 — 2013
Bachelor of Science (B.S.), Finance
Waimea High School 2005 — 2009
Sarah Dole's The PFM Group Experience June 2009 - May 2012
Job Human Resource Coordinator at The Newport Group
Industry Financial Services
Experience
The Newport Group May 2012 - Present
The PFM Group June 2009 - May 2012
Pierre's Wine Cellar October 2007 - May 2009
Orlando Marriott Lake Mary, FL January 2005 - January 2007
Skills
Customer Service, Marketing, Outlook, Public Speaking, Training, Hospitality Management, Microsoft Office, Social Media, Event Planning, PowerPoint, Microsoft Excel, Event Management, Negotiation, Strategic Planning, Microsoft Word, Employee Benefits, Sales, Budgets, Contract Negotiation, Resorts, Human Resources, Recruiting, Project Management, Leadership, Employee Relations
Education
University of Central Florida 2005 — 2007
Hospitality Management, General
Valencia Community College 2005 — 2005
Hospitality and Tourism Management
Seminole Community College 2002 — 2004
Associates Degree, Business
The Newport Group May 2012 - Present
The PFM Group June 2009 - May 2012
Pierre's Wine Cellar October 2007 - May 2009
Orlando Marriott Lake Mary, FL January 2005 - January 2007
Skills
Customer Service, Marketing, Outlook, Public Speaking, Training, Hospitality Management, Microsoft Office, Social Media, Event Planning, PowerPoint, Microsoft Excel, Event Management, Negotiation, Strategic Planning, Microsoft Word, Employee Benefits, Sales, Budgets, Contract Negotiation, Resorts, Human Resources, Recruiting, Project Management, Leadership, Employee Relations
Education
University of Central Florida 2005 — 2007
Hospitality Management, General
Valencia Community College 2005 — 2005
Hospitality and Tourism Management
Seminole Community College 2002 — 2004
Associates Degree, Business
Jessica Seiders Jessica Seiders's The PFM Group Experience June 2006 - November 2011
Job Deputy Director of New Media at Pennsylvania State Lottery
Industry Retail
Experience
Pennsylvania Lottery November 2014 - Present
Pennsylvania Liquor Control Board November 2011 - November 2014
The PFM Group June 2006 - November 2011
New York Life Insurance Company April 2005 - May 2006
Commonwealth of Pennsylvania, Department of Health March 2001 - February 2005
Skills
Public Relations, Media Relations, Event Planning, Social Media, Marketing Communications, Public Speaking, Strategic Communications, Microsoft Office, Marketing, Event Management, PowerPoint, Project Management, Email Marketing, Facebook, Social Media Marketing, Integrated Marketing, Press Releases, Editing, Speech Writing, Research, Marketing Strategy, Social Networking, Microsoft Word, Government, Outlook, Newsletters, Sales, Marketing Management, Lead Generation, Crisis Communications, CRM, Microsoft CRM, Writing, Resume Writing, Nonprofits, Corporate Communications, Customer Service, Microsoft Excel, Advertising, Community Development, Copywriting, Leadership, Community Outreach, Strategic Planning
Education
Elizabethtown College 1997 — 2001
BA, Communications, Political Science, Marketing
Pennsylvania Lottery November 2014 - Present
Pennsylvania Liquor Control Board November 2011 - November 2014
The PFM Group June 2006 - November 2011
New York Life Insurance Company April 2005 - May 2006
Commonwealth of Pennsylvania, Department of Health March 2001 - February 2005
Skills
Public Relations, Media Relations, Event Planning, Social Media, Marketing Communications, Public Speaking, Strategic Communications, Microsoft Office, Marketing, Event Management, PowerPoint, Project Management, Email Marketing, Facebook, Social Media Marketing, Integrated Marketing, Press Releases, Editing, Speech Writing, Research, Marketing Strategy, Social Networking, Microsoft Word, Government, Outlook, Newsletters, Sales, Marketing Management, Lead Generation, Crisis Communications, CRM, Microsoft CRM, Writing, Resume Writing, Nonprofits, Corporate Communications, Customer Service, Microsoft Excel, Advertising, Community Development, Copywriting, Leadership, Community Outreach, Strategic Planning
Education
Elizabethtown College 1997 — 2001
BA, Communications, Political Science, Marketing
David Kratzer's The PFM Group Experience July 2013 - Present
Job Analyst at Public Financial Management
Industry Financial Services
Experience
The PFM Group July 2013 - Present
Brandeis University January 2013 - May 2013
Brandeis University January 2013 - May 2013
Office of the Chief State Attorney June 2012 - August 2012
District Attorney's Office June 2011 - August 2011
Skills
Research, Microsoft Office, Microsoft Excel, Stata, Teaching, Data Analysis, Financial Analysis, Oral & Written..., Statistics, Credit Analysis, Policy Analysis, Capital Structure, Financial Modeling, Financial Accounting, PowerPoint, Public Speaking, Advocacy, Nonprofits, Microsoft Word, Editing, Economics
Education
Brandeis University 2009 — 2013
Bachelor of Arts (B.A.), Economics, Philosophy
Watkinson School 2006 — 2009
Hopkins School 2002 — 2006
The PFM Group July 2013 - Present
Brandeis University January 2013 - May 2013
Brandeis University January 2013 - May 2013
Office of the Chief State Attorney June 2012 - August 2012
District Attorney's Office June 2011 - August 2011
Skills
Research, Microsoft Office, Microsoft Excel, Stata, Teaching, Data Analysis, Financial Analysis, Oral & Written..., Statistics, Credit Analysis, Policy Analysis, Capital Structure, Financial Modeling, Financial Accounting, PowerPoint, Public Speaking, Advocacy, Nonprofits, Microsoft Word, Editing, Economics
Education
Brandeis University 2009 — 2013
Bachelor of Arts (B.A.), Economics, Philosophy
Watkinson School 2006 — 2009
Hopkins School 2002 — 2006
Mohsin Fazlani Mohsin Fazlani's The PFM Group Experience February 2015 - Present
Job Financial Advisory Senior Analyst at Public Financial Management
Industry Financial Services
Experience
The PFM Group February 2015 - Present
The PFM Group June 2012 - February 2015
Hampden-Sydney College March 2010 - April 2011
Hampden-Sydney College August 2008 - May 2010
Skills
Microsoft Office, SQL, Visual Studio, SPSS
Education
University of Virginia 2011 — 2012
Master of Science in Commerce, Financial Services
Hampden-Sydney College 2007 — 2011
Bachelor of Art, Economics & Commerce
The PFM Group February 2015 - Present
The PFM Group June 2012 - February 2015
Hampden-Sydney College March 2010 - April 2011
Hampden-Sydney College August 2008 - May 2010
Skills
Microsoft Office, SQL, Visual Studio, SPSS
Education
University of Virginia 2011 — 2012
Master of Science in Commerce, Financial Services
Hampden-Sydney College 2007 — 2011
Bachelor of Art, Economics & Commerce
Will Frymann Will Frymann's The PFM Group Experience January 2015 - August 2015
Job Vice President
Industry Financial Services
Experience
J.P. Morgan September 2015 - Present
The PFM Group January 2015 - August 2015
The PFM Group June 2009 - January 2015
The PFM Group August 2005 - June 2009
Skills
Project Finance, Financial Modeling, Financial Analysis, Infrastructure Finance, Structured Finance, Fixed Income, Financial Planning, Strategic Consulting, Renewable Energy, Credit Analysis, Derivatives, Solar Energy, Strategic Financial..., Bonds, Valuation, Mergers & Acquisitions, Infrastructure, Due Diligence, Capital Markets, Finance, Management, Analysis
Education
University of California, Berkeley - Walter A. Haas School of Business 2011 — 2014
Master of Business Administration (M.B.A.), Finance and Energy Markets
University of California, Los Angeles 2001 — 2005
MS, Cognitive Science
National University of Singapore 2004 — 2004
Business
J.P. Morgan September 2015 - Present
The PFM Group January 2015 - August 2015
The PFM Group June 2009 - January 2015
The PFM Group August 2005 - June 2009
Skills
Project Finance, Financial Modeling, Financial Analysis, Infrastructure Finance, Structured Finance, Fixed Income, Financial Planning, Strategic Consulting, Renewable Energy, Credit Analysis, Derivatives, Solar Energy, Strategic Financial..., Bonds, Valuation, Mergers & Acquisitions, Infrastructure, Due Diligence, Capital Markets, Finance, Management, Analysis
Education
University of California, Berkeley - Walter A. Haas School of Business 2011 — 2014
Master of Business Administration (M.B.A.), Finance and Energy Markets
University of California, Los Angeles 2001 — 2005
MS, Cognitive Science
National University of Singapore 2004 — 2004
Business
Carolyn Wharton's The PFM Group Experience 2008 - 2008
Job Supervising Principal at VTL Associates, LLC
Industry Investment Management
Experience
VTL Associates, LLC RevenueShares 2012 - Present
Miami International Holdings 2009 - 2011
The Chart Group 2009 - 2011
The PFM Group 2008 - 2008
Hudock Moyer Wealth Management 2007 - 2007
Merrill Lynch 2006 - 2006
Skills
Series 24, Series 7, Series 63, Series 65, General Securities..., Regulatory Compliance, Mutual Funds, Hedge Funds
Education
Bloomsburg University of Pennsylvania 2003 — 2007
Bachelor of Science (B.S.), Finance & Marketing
VTL Associates, LLC RevenueShares 2012 - Present
Miami International Holdings 2009 - 2011
The Chart Group 2009 - 2011
The PFM Group 2008 - 2008
Hudock Moyer Wealth Management 2007 - 2007
Merrill Lynch 2006 - 2006
Skills
Series 24, Series 7, Series 63, Series 65, General Securities..., Regulatory Compliance, Mutual Funds, Hedge Funds
Education
Bloomsburg University of Pennsylvania 2003 — 2007
Bachelor of Science (B.S.), Finance & Marketing
Kane Spillar's The PFM Group Experience June 2015 - Present
Job Student at University of Denver
Industry Financial Services
Experience
The PFM Group June 2015 - Present
The Hills Health Club & Wellness Center February 2012 - August 2014
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Social Media, Public Speaking, English, Event Planning, Data Entry, Facebook, Leadership, Spanish, Time Management, Windows, Access, Outlook, Note Taking, Microsoft Office, Data Analysis, Financial Analysis
Education
University of Denver 2013 — 2017
Master’s Degree, Accounting and Finance
Westlake High School 2009 — 2013
High School
The PFM Group June 2015 - Present
The Hills Health Club & Wellness Center February 2012 - August 2014
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Social Media, Public Speaking, English, Event Planning, Data Entry, Facebook, Leadership, Spanish, Time Management, Windows, Access, Outlook, Note Taking, Microsoft Office, Data Analysis, Financial Analysis
Education
University of Denver 2013 — 2017
Master’s Degree, Accounting and Finance
Westlake High School 2009 — 2013
High School
Elise Lomel's The PFM Group Experience June 2014 - Present
Job Analyst at The PFM Group
Industry Financial Services
Experience
The PFM Group June 2014 - Present
Luis Ramirez June 2011 - June 2014
Hola! Mexican Cantina February 2013 - November 2013
Velvet Elvis Bar & Grille February 2011 - December 2012
Georgia College & State University January 2012 - October 2012
Cinco Mexican Cantina September 2006 - June 2012
Cinco Mexican Cantina September 2006 - June 2012
Skills
Social Media, Facebook, Microsoft Office, PowerPoint, Microsoft Word, Microsoft Excel, Social Media Marketing, Sales, Marketing, Time Management, Social Networking, Restaurants, Marketing Communications, Food Service, Restaurant Management, Advertising, Food & Beverage, Management
Education
Georgia College and State University 2008 — 2012
BBA, Marketing, Senior
The PFM Group June 2014 - Present
Luis Ramirez June 2011 - June 2014
Hola! Mexican Cantina February 2013 - November 2013
Velvet Elvis Bar & Grille February 2011 - December 2012
Georgia College & State University January 2012 - October 2012
Cinco Mexican Cantina September 2006 - June 2012
Cinco Mexican Cantina September 2006 - June 2012
Skills
Social Media, Facebook, Microsoft Office, PowerPoint, Microsoft Word, Microsoft Excel, Social Media Marketing, Sales, Marketing, Time Management, Social Networking, Restaurants, Marketing Communications, Food Service, Restaurant Management, Advertising, Food & Beverage, Management
Education
Georgia College and State University 2008 — 2012
BBA, Marketing, Senior
Briana Hallett Briana Hallett's The PFM Group Experience May 2015 - Present
Job Marketing Associate at PFM Asset Management LLC
Industry Investment Banking
Experience
The PFM Group May 2015 - Present
Celebrity Authentics June 2014 - May 2015
Raptor Partners LLC June 2011 - June 2014
ARAMARK September 2011 - May 2014
ARAMARK August 2010 - May 2014
ARAMARK September 2007 - September 2010
Wilbraham Lawler & Buba August 2008 - March 2010
Skills
Microsoft Office, Adobe Creative Suite, Customer Service, Hospitality, Administrative Support, Photography, Photo Editing, Writing, Copy Editing, Mac OS X, Windows, Organizing, Event Planning, Image Editing, Time Management, Editing, OS X, Public Relations, Social Media, Blogging, Social Networking, PowerPoint, Facebook, Public Speaking, Event Management, Photoshop, Leadership
Education
Point Park University 2007 — 2011
BA, Photojournalism, Advertising & Public Relations
The PFM Group May 2015 - Present
Celebrity Authentics June 2014 - May 2015
Raptor Partners LLC June 2011 - June 2014
ARAMARK September 2011 - May 2014
ARAMARK August 2010 - May 2014
ARAMARK September 2007 - September 2010
Wilbraham Lawler & Buba August 2008 - March 2010
Skills
Microsoft Office, Adobe Creative Suite, Customer Service, Hospitality, Administrative Support, Photography, Photo Editing, Writing, Copy Editing, Mac OS X, Windows, Organizing, Event Planning, Image Editing, Time Management, Editing, OS X, Public Relations, Social Media, Blogging, Social Networking, PowerPoint, Facebook, Public Speaking, Event Management, Photoshop, Leadership
Education
Point Park University 2007 — 2011
BA, Photojournalism, Advertising & Public Relations
Melissa Sullivan Melissa Sullivan's The PFM Group Experience July 2014 - Present
Job Financial Advisor at The PFM Group
Industry Financial Services
Experience
The PFM Group July 2014 - Present
Women in Green Network November 2012 - Present
USGBC-Los Angeles August 2009 - August 2014
Partner Energy September 2012 - July 2014
Gaia Development November 2007 - October 2010
JPMorgan June 2005 - July 2007
JPMorgan Private Bank May 2001 - May 2005
Skills
Sustainability, LEED, Microsoft Office, Green, Analysis, Green Building, Excel, Social Media, Energy Efficiency, Strategic Planning, Research, Investments, LEED AP, Sustainable Development, Environmental Awareness, Energy Conservation, Sustainable Business, Energy, Renewable Energy, Microsoft Excel
Education
University of California, Los Angeles 1996 — 2000
BA, American Literature and Culture
Temple City High School
The PFM Group July 2014 - Present
Women in Green Network November 2012 - Present
USGBC-Los Angeles August 2009 - August 2014
Partner Energy September 2012 - July 2014
Gaia Development November 2007 - October 2010
JPMorgan June 2005 - July 2007
JPMorgan Private Bank May 2001 - May 2005
Skills
Sustainability, LEED, Microsoft Office, Green, Analysis, Green Building, Excel, Social Media, Energy Efficiency, Strategic Planning, Research, Investments, LEED AP, Sustainable Development, Environmental Awareness, Energy Conservation, Sustainable Business, Energy, Renewable Energy, Microsoft Excel
Education
University of California, Los Angeles 1996 — 2000
BA, American Literature and Culture
Temple City High School
Steven Alexander, CTP, CGFO, CPPT's The PFM Group Experience February 2003 - Present
Job Managing Director at The PFM Group
Industry Financial Services
Experience
The PFM Group February 2003 - Present
PFM Asset Management LLC February 2003 - Present
Public Financial Management, Inc. June 1996 - February 2003
Orange County Comptroller's Office June 1993 - June 1996
Orange County Comptroller's Office June 1989 - June 1993
Orange County Comptroller's Office June 1987 - June 1989
Division of Securities in the Florida Comptroller’s Office February 1986 - June 1987
Orange County Government July 1985 - February 1986
Skills
Investments, Financial Analysis, Treasury Management, Portfolio Management, Cash Management, Business Strategy, Financial Accounting, Accounting, Debt Management, Investment Advisory, Asset Management, Cash Flow, Fixed Income, Risk Management, Valuation, Managerial Finance, Internal Controls, Alternative Investments, Analysis, Budgets, Nonprofits, Public Speaking, Management, Strategic Planning, Leadership, Financial Planning, Finance
Education
University of Notre Dame - Mendoza College of Business 2015 — 2015
Executive Certificate in Transformation Nonprofit Leadership, Nonprofit Executive Program
University of Notre Dame - Mendoza College of Business 2015 — 2015
Principles of Leading Transformational Nonprofits - Executive Certificate, Nonprofit Organizational Management Program
University of Notre Dame - Mendoza College of Business 2015 — 2015
Leading Nonprofit Boards - Executive Certificate, Nonprofit Organizational Management Program
University of Notre Dame - Mendoza College of Business 2015 — 2015
Fundraising & Grant Strategies - Executive Certificate, Nonprofit Organizational Management Program
Yale University - Yale School of Management 2015 — 2015
The Endowment Institute, Investments and Management of Endowment Funds
Rollins College - Crummer Graduate School of Business 2014 — 2014
Mini-MBA, Business Administration and Management, General
Stetson University 2014 — 2014
Agile Change Leader Laboratory, Business Administration and Management
Stetson University 1980 — 1985
Bachelor of Business Administration Degree, Finance
Florida Southern College 1990 — 1992
Bachelor of Science Degree, Accounting
Rollins College 1992 — 1993
Certified Financial Planner Program, Economics, Investments and Retirement Planning
The PFM Group February 2003 - Present
PFM Asset Management LLC February 2003 - Present
Public Financial Management, Inc. June 1996 - February 2003
Orange County Comptroller's Office June 1993 - June 1996
Orange County Comptroller's Office June 1989 - June 1993
Orange County Comptroller's Office June 1987 - June 1989
Division of Securities in the Florida Comptroller’s Office February 1986 - June 1987
Orange County Government July 1985 - February 1986
Skills
Investments, Financial Analysis, Treasury Management, Portfolio Management, Cash Management, Business Strategy, Financial Accounting, Accounting, Debt Management, Investment Advisory, Asset Management, Cash Flow, Fixed Income, Risk Management, Valuation, Managerial Finance, Internal Controls, Alternative Investments, Analysis, Budgets, Nonprofits, Public Speaking, Management, Strategic Planning, Leadership, Financial Planning, Finance
Education
University of Notre Dame - Mendoza College of Business 2015 — 2015
Executive Certificate in Transformation Nonprofit Leadership, Nonprofit Executive Program
University of Notre Dame - Mendoza College of Business 2015 — 2015
Principles of Leading Transformational Nonprofits - Executive Certificate, Nonprofit Organizational Management Program
University of Notre Dame - Mendoza College of Business 2015 — 2015
Leading Nonprofit Boards - Executive Certificate, Nonprofit Organizational Management Program
University of Notre Dame - Mendoza College of Business 2015 — 2015
Fundraising & Grant Strategies - Executive Certificate, Nonprofit Organizational Management Program
Yale University - Yale School of Management 2015 — 2015
The Endowment Institute, Investments and Management of Endowment Funds
Rollins College - Crummer Graduate School of Business 2014 — 2014
Mini-MBA, Business Administration and Management, General
Stetson University 2014 — 2014
Agile Change Leader Laboratory, Business Administration and Management
Stetson University 1980 — 1985
Bachelor of Business Administration Degree, Finance
Florida Southern College 1990 — 1992
Bachelor of Science Degree, Accounting
Rollins College 1992 — 1993
Certified Financial Planner Program, Economics, Investments and Retirement Planning
Jim Appleby's The PFM Group Experience 1998 - 2000
Job Manager Deloitte Consulting
Industry Information Technology and Services
Experience
Deloitte Consulting September 2013 - Present
Deloitte Consulting September 2007 - August 2013
TransCore 2000 - 2007
The PFM Group 1998 - 2000
Joyner SportsMedicine September 1996 - March 1997
Synertech Health Systems Solutions April 1995 - September 1996
Skills
Project Control, Earned Value Management, WBS, Gantt, Excel, Word, Outlook, Access, Crystal Reports, Powerplay, Transformer, Cognos ReportNet, Cognos, Business Intelligence..., MS Project, Budgeting, Variance Analysis, Year End Close, Month End, Forecasting, Revenue Recognition, Financial System..., General Ledger, Account Reconciliation, SharePoint, Budgets, Analysis, Visio, Process Improvement, Business Intelligence, Financial Analysis, Accounting, Microsoft Excel, Business Analysis, Microsoft Word, Business Process..., Management Consulting
Education
Corporate Training 1999 — 2014
Training
Shippensburg University of Pennsylvania 1991 — 1995
BSBA, Accounting
Deloitte Consulting September 2013 - Present
Deloitte Consulting September 2007 - August 2013
TransCore 2000 - 2007
The PFM Group 1998 - 2000
Joyner SportsMedicine September 1996 - March 1997
Synertech Health Systems Solutions April 1995 - September 1996
Skills
Project Control, Earned Value Management, WBS, Gantt, Excel, Word, Outlook, Access, Crystal Reports, Powerplay, Transformer, Cognos ReportNet, Cognos, Business Intelligence..., MS Project, Budgeting, Variance Analysis, Year End Close, Month End, Forecasting, Revenue Recognition, Financial System..., General Ledger, Account Reconciliation, SharePoint, Budgets, Analysis, Visio, Process Improvement, Business Intelligence, Financial Analysis, Accounting, Microsoft Excel, Business Analysis, Microsoft Word, Business Process..., Management Consulting
Education
Corporate Training 1999 — 2014
Training
Shippensburg University of Pennsylvania 1991 — 1995
BSBA, Accounting
Dana Levin Dana Levin's The PFM Group Experience June 2015 - Present
Job Fels Institute of Government, University of Pennsylvania
Industry Government Administration
Experience
The PFM Group June 2015 - Present
Fels Consulting, Fels Institute, University of Pennsylvania August 2014 - May 2015
Reach Out and Read June 2013 - June 2014
Reach Out and Read December 2010 - June 2013
French Ministry of Education October 2009 - January 2011
Camp Thoreau June 2006 - August 2010
Vassar College September 2008 - May 2009
Lycée Sévigné February 2008 - May 2008
Poughkeepsie Journal September 2007 - November 2007
Dutchess County Arts Council February 2007 - May 2007
Skills
Leadership Development, Grant Writing, Database Administration, Copy Editing, Legislative Research, Legislative Relations, Congressional..., Language Teaching, Communication Skills, Social Media
Education
University of Pennsylvania 2014 — 2016
Master's Degree, Public Administration
Vassar College 2005 — 2009
Bachelor of Arts, French and Francophone Studies, Art History
The Bromfield School 2001 — 2005
The PFM Group June 2015 - Present
Fels Consulting, Fels Institute, University of Pennsylvania August 2014 - May 2015
Reach Out and Read June 2013 - June 2014
Reach Out and Read December 2010 - June 2013
French Ministry of Education October 2009 - January 2011
Camp Thoreau June 2006 - August 2010
Vassar College September 2008 - May 2009
Lycée Sévigné February 2008 - May 2008
Poughkeepsie Journal September 2007 - November 2007
Dutchess County Arts Council February 2007 - May 2007
Skills
Leadership Development, Grant Writing, Database Administration, Copy Editing, Legislative Research, Legislative Relations, Congressional..., Language Teaching, Communication Skills, Social Media
Education
University of Pennsylvania 2014 — 2016
Master's Degree, Public Administration
Vassar College 2005 — 2009
Bachelor of Arts, French and Francophone Studies, Art History
The Bromfield School 2001 — 2005
Hani Kfouri Hani Kfouri's The PFM Group Experience July 2015 - Present
Job Analyst at The PFM Group
Industry Public Policy
Experience
The PFM Group July 2015 - Present
Reboot February 2015 - Present
Fitch Ratings April 2014 - January 2015
NYU Robert F. Wagner Graduate School of Public Service January 2014 - April 2014
United Nations June 2013 - August 2013
4 A Cause September 2012 - December 2012
F.A Kettaneh June 2011 - August 2011
The Daily Star June 2010 - August 2010
Skills
Economics, Econometrics, Finance, Political Science, Peacebuilding, Social Science Research, Designing Statistical..., Analyze Information, Marketing, Automotive Writing, Marketing Research, Copy Editing, Advertisemen/Promotional..., Journalism, Conducting Interviews, Telephone Interviewing, Politics, International Relations, Public Speaking, Microsoft Excel, Community Outreach
Education
NYU Robert F. Wagner Graduate School of Public Service 2013 — 2015
MPA in Public and Nonprofit Management and Policy, Public Finance
McGill University 2009 — 2012
Bachelor of Arts (B.A.), Economics and Political Science, 3.4
International College 1996 — 2009
International Baccalaureate Degree, 84
The PFM Group July 2015 - Present
Reboot February 2015 - Present
Fitch Ratings April 2014 - January 2015
NYU Robert F. Wagner Graduate School of Public Service January 2014 - April 2014
United Nations June 2013 - August 2013
4 A Cause September 2012 - December 2012
F.A Kettaneh June 2011 - August 2011
The Daily Star June 2010 - August 2010
Skills
Economics, Econometrics, Finance, Political Science, Peacebuilding, Social Science Research, Designing Statistical..., Analyze Information, Marketing, Automotive Writing, Marketing Research, Copy Editing, Advertisemen/Promotional..., Journalism, Conducting Interviews, Telephone Interviewing, Politics, International Relations, Public Speaking, Microsoft Excel, Community Outreach
Education
NYU Robert F. Wagner Graduate School of Public Service 2013 — 2015
MPA in Public and Nonprofit Management and Policy, Public Finance
McGill University 2009 — 2012
Bachelor of Arts (B.A.), Economics and Political Science, 3.4
International College 1996 — 2009
International Baccalaureate Degree, 84
Joel Gamon Joel Gamon's The PFM Group Experience August 2015 - Present
Job Content Specialist and Editor
Industry Writing and Editing
Experience
The PFM Group August 2015 - Present
CorpU July 2013 - July 2015
IGI Global August 2008 - June 2013
Arcadia University Writing Center January 2006 - May 2008
Arcadia University Office of Admissions September 2005 - May 2008
Brand Literary Magazine February 2007 - May 2007
Skills
Publishing, Copy Editing, Editing, Books, Proofreading, Creative Writing, Management, Teaching, Writing, Content Development, Copywriting, Project Management, Online Publishing, E-Learning, Academic Publishing, Web Content, Relationship Management, Content Management, Content Strategy, Published Author, Ebooks, Publications, Newsletters, Editorial, Research, Social Media, Blogging, B2B Marketing, B2B Marketing Strategy, Copywri, Digital Copywriting, Information..., Leadership, Fiction, Social Networking, Text Editing, Microsoft Office, Strategy
Education
Arcadia University 2004 — 2008
Bachelor of Arts, English; Creative Writing
University of Greenwich 2006 — 2007
The PFM Group August 2015 - Present
CorpU July 2013 - July 2015
IGI Global August 2008 - June 2013
Arcadia University Writing Center January 2006 - May 2008
Arcadia University Office of Admissions September 2005 - May 2008
Brand Literary Magazine February 2007 - May 2007
Skills
Publishing, Copy Editing, Editing, Books, Proofreading, Creative Writing, Management, Teaching, Writing, Content Development, Copywriting, Project Management, Online Publishing, E-Learning, Academic Publishing, Web Content, Relationship Management, Content Management, Content Strategy, Published Author, Ebooks, Publications, Newsletters, Editorial, Research, Social Media, Blogging, B2B Marketing, B2B Marketing Strategy, Copywri, Digital Copywriting, Information..., Leadership, Fiction, Social Networking, Text Editing, Microsoft Office, Strategy
Education
Arcadia University 2004 — 2008
Bachelor of Arts, English; Creative Writing
University of Greenwich 2006 — 2007
Brooke Geist Brooke Geist's The PFM Group Experience June 2013 - January 2015
Job Financial Analyst at PPL Corporation
Industry Financial Services
Experience
PPL Corporation January 2015 - Present
The PFM Group June 2013 - January 2015
PHILADELPHIA SOUL – ARENA FOOTBALL LEAGUE March 2013 - May 2013
THE MINESHAFT CAFE May 2012 - January 2013
CAMILLO'S ITALIAN RESTAURANT January 2009 - October 2010
Geisinger Health Plan May 2010 - August 2010
NHS Human Services December 2007 - March 2009
Skills
•Experience with..., Microsoft Excel, PowerPoint, Financial Analysis, Microsoft Word, Microsoft Office, Analysis, Financial Modeling, Business Analysis, Finance, Nonprofits
Education
Temple University - Fox School of Business and Management 2012 — 2013
Master of Science (M.S.), Financial Engineering
Kutztown University
Bachelor of Science, Mathematics
PPL Corporation January 2015 - Present
The PFM Group June 2013 - January 2015
PHILADELPHIA SOUL – ARENA FOOTBALL LEAGUE March 2013 - May 2013
THE MINESHAFT CAFE May 2012 - January 2013
CAMILLO'S ITALIAN RESTAURANT January 2009 - October 2010
Geisinger Health Plan May 2010 - August 2010
NHS Human Services December 2007 - March 2009
Skills
•Experience with..., Microsoft Excel, PowerPoint, Financial Analysis, Microsoft Word, Microsoft Office, Analysis, Financial Modeling, Business Analysis, Finance, Nonprofits
Education
Temple University - Fox School of Business and Management 2012 — 2013
Master of Science (M.S.), Financial Engineering
Kutztown University
Bachelor of Science, Mathematics
Dharmesh Patel Dharmesh Patel's The PFM Group Experience June 2013 - September 2013
Job Investment Banking Analyst PNC Capital Markets
Industry Investment Banking
Experience
PNC June 2015 - Present
The William C. Dunkelberg Owl Fund December 2012 - May 2015
PNC June 2014 - September 2014
The PFM Group June 2013 - September 2013
Skills
Bloomberg, Capital IQ, Equity Research, ThomsonOne, PowerPoint, Financial Analysis, Economics, Due Diligence, Series 7, Series 63
Education
Temple University - Fox School of Business and Management 2011 — 2015
Bachelor, Finance & Economics
North Penn High School 2008 — 2011
High School Diploma
PNC June 2015 - Present
The William C. Dunkelberg Owl Fund December 2012 - May 2015
PNC June 2014 - September 2014
The PFM Group June 2013 - September 2013
Skills
Bloomberg, Capital IQ, Equity Research, ThomsonOne, PowerPoint, Financial Analysis, Economics, Due Diligence, Series 7, Series 63
Education
Temple University - Fox School of Business and Management 2011 — 2015
Bachelor, Finance & Economics
North Penn High School 2008 — 2011
High School Diploma
Jeffrey Victor's The PFM Group Experience June 2014 - August 2014
Job Analyst at HBR Consulting LLC
Industry Management Consulting
Experience
HBR Consulting LLC August 2015 - Present
The PFM Group June 2014 - August 2014
Curriculum Associates June 2013 - August 2013
Phi Delta Theta Fraternity January 2013 - May 2013
The Lake Forest Club May 2012 - August 2012
The Burt Collection June 2011 - July 2011
Skills
Public Speaking
Education
Indiana University Bloomington 2011 — 2015
Lake Forest High School 2007 — 2011
HBR Consulting LLC August 2015 - Present
The PFM Group June 2014 - August 2014
Curriculum Associates June 2013 - August 2013
Phi Delta Theta Fraternity January 2013 - May 2013
The Lake Forest Club May 2012 - August 2012
The Burt Collection June 2011 - July 2011
Skills
Public Speaking
Education
Indiana University Bloomington 2011 — 2015
Lake Forest High School 2007 — 2011
Edisa Rodriguez Edisa Rodriguez's The PFM Group Experience July 2013 - July 2014
Job MBA Candidate | The Wharton School
Industry Banking
Experience
The PFM Group July 2013 - July 2014
Philadelphia Mayor's Office of Education January 2012 - July 2013
McMaster-Carr Supply Company September 2007 - January 2012
Education
University of Pennsylvania - The Wharton School 2014 — 2016
Master of Business Administration (MBA), Finance and Entrepreneurship
Bryn Mawr College 2003 — 2007
Bachelor of Arts (B.A.), Mathematics and Sociology
The PFM Group July 2013 - July 2014
Philadelphia Mayor's Office of Education January 2012 - July 2013
McMaster-Carr Supply Company September 2007 - January 2012
Education
University of Pennsylvania - The Wharton School 2014 — 2016
Master of Business Administration (MBA), Finance and Entrepreneurship
Bryn Mawr College 2003 — 2007
Bachelor of Arts (B.A.), Mathematics and Sociology
David Smalling David Smalling's The PFM Group Experience July 2005 - February 2008
Job Senior Vice President, Municipal Finance at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. December 2014 - Present
RBC Capital Markets February 2008 - December 2014
The PFM Group July 2005 - February 2008
The Municipal Advisory Council of Texas January 2004 - July 2005
Education
The University of Texas at Austin - Red McCombs School of Business 1999 — 2003
Bachelor of Business Administration (BBA), Finance, General
Allen Academy 1986 — 1999
Robert W. Baird & Co. December 2014 - Present
RBC Capital Markets February 2008 - December 2014
The PFM Group July 2005 - February 2008
The Municipal Advisory Council of Texas January 2004 - July 2005
Education
The University of Texas at Austin - Red McCombs School of Business 1999 — 2003
Bachelor of Business Administration (BBA), Finance, General
Allen Academy 1986 — 1999
Preston Bateman Preston Bateman's The PFM Group Experience July 2013 - Present
Job Analyst at The PFM Group
Industry Financial Services
Experience
The PFM Group July 2013 - Present
Amherst College October 2010 - June 2012
Exelon June 2011 - August 2011
Skills
Microsoft Excel, Research, Data Analysis, PowerPoint, Financial Modeling, Microsoft Office, Microsoft Word, DBC, Bloomberg, Economics
Education
Amherst College 2009 — 2013
Bachelor of Arts (B.A.), Economics
King's College London 2011 — 2011
The PFM Group July 2013 - Present
Amherst College October 2010 - June 2012
Exelon June 2011 - August 2011
Skills
Microsoft Excel, Research, Data Analysis, PowerPoint, Financial Modeling, Microsoft Office, Microsoft Word, DBC, Bloomberg, Economics
Education
Amherst College 2009 — 2013
Bachelor of Arts (B.A.), Economics
King's College London 2011 — 2011
Vijay Kapoor Vijay Kapoor's The PFM Group Experience June 2010 - June 2014
Job President at The Kapoor Company
Industry Government Administration
Experience
The Kapoor Company July 2014 - Present
The PFM Group June 2010 - June 2014
Education
University of Pennsylvania Law School 1999 — 2002
JD, Law
The University of Chicago 1995 — 1999
AB, Economics and Public Policy Studies
The Kapoor Company July 2014 - Present
The PFM Group June 2010 - June 2014
Education
University of Pennsylvania Law School 1999 — 2002
JD, Law
The University of Chicago 1995 — 1999
AB, Economics and Public Policy Studies
Austin Wood Austin Wood's The PFM Group Experience July 2014 - Present
Job Financial Analyst at Public Financial Management
Industry Banking
Experience
The PFM Group July 2014 - Present
William Penn Charter School May 2013 - August 2013
Quaker's Water Polo USA Water Polo May 2013 - August 2013
Inkmule March 2013 - August 2013
Skills
Financial Analysis, Microsoft Excel, Leadership, Microsoft Office, Teamwork, Public Finance, PowerPoint, Public Speaking, Financial Modeling, Spanish, Teaching, Microsoft Word, Municipal Bonds, International Relations, Fixed Income Analysis, Sales, Social Media
Education
Tufts University 2010 — 2014
Bachelor of Arts (B.A.), International Finance
Penn Charter
The PFM Group July 2014 - Present
William Penn Charter School May 2013 - August 2013
Quaker's Water Polo USA Water Polo May 2013 - August 2013
Inkmule March 2013 - August 2013
Skills
Financial Analysis, Microsoft Excel, Leadership, Microsoft Office, Teamwork, Public Finance, PowerPoint, Public Speaking, Financial Modeling, Spanish, Teaching, Microsoft Word, Municipal Bonds, International Relations, Fixed Income Analysis, Sales, Social Media
Education
Tufts University 2010 — 2014
Bachelor of Arts (B.A.), International Finance
Penn Charter
Jordan Hope Jordan Hope's The PFM Group Experience June 2014 - August 2014
Job Mutual Fund Administrator at U.S. Bank
Industry Financial Services
Experience
U.S. Bank August 2015 - Present
Southern California Public Power Authority May 2015 - August 2015
Azusa Pacific University August 2014 - May 2015
The PFM Group June 2014 - August 2014
Cosumnes CSD May 2014 - June 2014
Education
Azusa Pacific University 2011 — 2015
Bachelor of Science (B.S.), Finance
U.S. Bank August 2015 - Present
Southern California Public Power Authority May 2015 - August 2015
Azusa Pacific University August 2014 - May 2015
The PFM Group June 2014 - August 2014
Cosumnes CSD May 2014 - June 2014
Education
Azusa Pacific University 2011 — 2015
Bachelor of Science (B.S.), Finance
Ying Yang Ying Yang's The PFM Group Experience July 2015 - Present
Job Financial Advisory Analyst at The PFM Group
Industry Financial Services
Experience
The PFM Group July 2015 - Present
Da Cheng International Asset Management Co.,LTD July 2014 - August 2014
Credit Suisse May 2014 - July 2014
University of California, Berkeley, Haas School of Business August 2013 - December 2013
Student Learning Center, UC Berkeley January 2013 - May 2013
Skills
Matlab, Microsoft Office, Python, Scheme, AutoCAD, AMPL, Sigma, Bloomberg Terminal, Microsoft Access, Financial Analysis, Data Analysis, Risk Analysis
Education
University of California, Berkeley 2011 — 2015
Bachelor of Science (BS), Industrial Engineering and Operations Research
The PFM Group July 2015 - Present
Da Cheng International Asset Management Co.,LTD July 2014 - August 2014
Credit Suisse May 2014 - July 2014
University of California, Berkeley, Haas School of Business August 2013 - December 2013
Student Learning Center, UC Berkeley January 2013 - May 2013
Skills
Matlab, Microsoft Office, Python, Scheme, AutoCAD, AMPL, Sigma, Bloomberg Terminal, Microsoft Access, Financial Analysis, Data Analysis, Risk Analysis
Education
University of California, Berkeley 2011 — 2015
Bachelor of Science (BS), Industrial Engineering and Operations Research
Kelsey Link Kelsey Link's The PFM Group Experience May 2013 - August 2013
Job Law Student
Industry Law Practice
Experience
Fordham Law School August 2013 - Present
Criscione, Ravala & Tabatchouk, LLP May 2015 - August 2015
United States Postal Service August 2014 - December 2014
New York Liquidation Bureau June 2014 - August 2014
The PFM Group May 2013 - August 2013
Ithaca College June 2011 - May 2013
Ithaca College August 2009 - May 2013
NHS South East Coast January 2012 - April 2012
Public Financial Management May 2011 - January 2012
Public Financial Management December 2010 - January 2011
Skills
Social Media, Blogging, Legal Research, MRI Software, inDesign, Strategic Communications, Writing, Integrated Marketing, Excel, Facebook, Twitter, Research, Social Networking
Education
Fordham University School of Law 2013 — 2016
Juris Doctor (JD)
Ithaca College 2009 — 2013
Bachelor of Science (B.S.), Integrated Marketing Communication
Fordham Law School August 2013 - Present
Criscione, Ravala & Tabatchouk, LLP May 2015 - August 2015
United States Postal Service August 2014 - December 2014
New York Liquidation Bureau June 2014 - August 2014
The PFM Group May 2013 - August 2013
Ithaca College June 2011 - May 2013
Ithaca College August 2009 - May 2013
NHS South East Coast January 2012 - April 2012
Public Financial Management May 2011 - January 2012
Public Financial Management December 2010 - January 2011
Skills
Social Media, Blogging, Legal Research, MRI Software, inDesign, Strategic Communications, Writing, Integrated Marketing, Excel, Facebook, Twitter, Research, Social Networking
Education
Fordham University School of Law 2013 — 2016
Juris Doctor (JD)
Ithaca College 2009 — 2013
Bachelor of Science (B.S.), Integrated Marketing Communication
Bethany Zimmerman's The PFM Group Experience September 2014 - Present
Job Financial Analyst at The PFM Group
Industry Financial Services
Experience
The PFM Group September 2014 - Present
First Choice Loan Center February 2014 - August 2014
FIRST CHOICE LOAN SERVICES INC. August 2013 - February 2014
Oak Harbor Freight Lines February 2012 - August 2013
Ben Franklin June 2011 - September 2011
Everett Community College June 2010 - June 2011
Everett Community College April 2010 - June 2011
Everett Community College June 2009 - June 2010
Skills
Microsoft Excel, Microsoft Word, Outlook, Microsoft Office, Customer Service, Data Entry, PowerPoint, Budgets, Logistics, Data Analysis, Process Improvement, Encompass, Office Management, Leadership, Team Management
Education
Eastern Washington University 2011 — 2014
Bachelor of Finance, Finance, General, Major: 3.81 Overall: 3.78
Everett Community College 2007 — 2011
Associate of Business Administration, Business, 3.86
The PFM Group September 2014 - Present
First Choice Loan Center February 2014 - August 2014
FIRST CHOICE LOAN SERVICES INC. August 2013 - February 2014
Oak Harbor Freight Lines February 2012 - August 2013
Ben Franklin June 2011 - September 2011
Everett Community College June 2010 - June 2011
Everett Community College April 2010 - June 2011
Everett Community College June 2009 - June 2010
Skills
Microsoft Excel, Microsoft Word, Outlook, Microsoft Office, Customer Service, Data Entry, PowerPoint, Budgets, Logistics, Data Analysis, Process Improvement, Encompass, Office Management, Leadership, Team Management
Education
Eastern Washington University 2011 — 2014
Bachelor of Finance, Finance, General, Major: 3.81 Overall: 3.78
Everett Community College 2007 — 2011
Associate of Business Administration, Business, 3.86
Jerrod Smith Jerrod Smith's The PFM Group Experience August 2015 - Present
Job Analyst at the PFM Group
Industry Public Policy
Experience
The PFM Group August 2015 - Present
Clarence A. Jones Scholarship Foundation February 2014 - Present
City of Chicago June 2014 - August 2014
State Farm April 2012 - August 2013
Dream Careers Inc. July 2011 - August 2011
Skills
Research, Public Speaking, PowerPoint, Microsoft Office, Data Analysis, Microsoft Excel, Microsoft Word, Statistics, Event Planning, Fundraising, Social Media, Analysis, Community Outreach, Customer Service, Leadership, Nonprofits, Policy, Policy Analysis, Strategic Planning, Public Policy
Education
University of Virginia Frank Batten School of Leadership and Public Policy 2013 — 2015
Master's Degree, Public Policy
Bucknell University 2007 — 2011
Bachelor's Degree, Economics and Political Science
The PFM Group August 2015 - Present
Clarence A. Jones Scholarship Foundation February 2014 - Present
City of Chicago June 2014 - August 2014
State Farm April 2012 - August 2013
Dream Careers Inc. July 2011 - August 2011
Skills
Research, Public Speaking, PowerPoint, Microsoft Office, Data Analysis, Microsoft Excel, Microsoft Word, Statistics, Event Planning, Fundraising, Social Media, Analysis, Community Outreach, Customer Service, Leadership, Nonprofits, Policy, Policy Analysis, Strategic Planning, Public Policy
Education
University of Virginia Frank Batten School of Leadership and Public Policy 2013 — 2015
Master's Degree, Public Policy
Bucknell University 2007 — 2011
Bachelor's Degree, Economics and Political Science
Peter Kondelis's The PFM Group Experience May 2014 - August 2014
Job Data Analyst at the National Republican Congressional Committee
Industry Government Administration
Experience
National Republican Congressional Committee May 2015 - Present
PoliticsPA May 2013 - Present
Self-Employed 2012 - Present
The PFM Group May 2014 - August 2014
Haverford College July 2013 - May 2014
Dold for Congress February 2012 - August 2012
United States Senate June 2011 - July 2011
United States Congress June 2010 - July 2011
Mark Kirk for Congress May 2008 - November 2008
Skills
Politics, Public Policy, Blogging, Research, Public Speaking, Demographic analysis, Political Campaigns, Social Media, Political Science, Government, Community Outreach, Policy, Political Consulting, Microsoft Excel, Writing, Leadership, Policy Analysis, Legislative Relations, Strategic Communications, Fundraising, Political Communication, Strategy, International Relations, Data Analytics
Education
Haverford College 2012 — 2016
Candidate for Bachelor of Arts, Growth and Structure of Cities (major), 3.80
IES Barcelona - Advanced Spanish Studies Program 2015 — 2015
New Trier High School 2008 — 2012
National Republican Congressional Committee May 2015 - Present
PoliticsPA May 2013 - Present
Self-Employed 2012 - Present
The PFM Group May 2014 - August 2014
Haverford College July 2013 - May 2014
Dold for Congress February 2012 - August 2012
United States Senate June 2011 - July 2011
United States Congress June 2010 - July 2011
Mark Kirk for Congress May 2008 - November 2008
Skills
Politics, Public Policy, Blogging, Research, Public Speaking, Demographic analysis, Political Campaigns, Social Media, Political Science, Government, Community Outreach, Policy, Political Consulting, Microsoft Excel, Writing, Leadership, Policy Analysis, Legislative Relations, Strategic Communications, Fundraising, Political Communication, Strategy, International Relations, Data Analytics
Education
Haverford College 2012 — 2016
Candidate for Bachelor of Arts, Growth and Structure of Cities (major), 3.80
IES Barcelona - Advanced Spanish Studies Program 2015 — 2015
New Trier High School 2008 — 2012
Ashley Loper's The PFM Group Experience September 2015 - Present
Job Finance & Marketing Professinal
Industry Financial Services
Experience
The PFM Group September 2015 - Present
Sauve Consulting Group, Inc. October 2014 - May 2015
uFinancial Group May 2013 - August 2014
Red Lobster November 2007 - May 2014
Gail & Rice May 2010 - August 2010
Skills
Time Management, Microsoft Office, PowerPoint, Social Media, Event Planning, Facebook, Retirement, Insurance, Teamwork, Access, Social Networking, Data Entry, Writing, Promotions, Disability Insurance, Finance, Outlook, Investments, Financial Services, Life Insurance, Risk Management, Cultural Awareness
Education
Shippensburg University of Pennsylvania 2009 — 2014
B.S.B.A., Dual Degree in Personal Financial Planning and Marketing, Minor in Spanish
Central Dauphin East High School 2005 — 2009
Diploma
The PFM Group September 2015 - Present
Sauve Consulting Group, Inc. October 2014 - May 2015
uFinancial Group May 2013 - August 2014
Red Lobster November 2007 - May 2014
Gail & Rice May 2010 - August 2010
Skills
Time Management, Microsoft Office, PowerPoint, Social Media, Event Planning, Facebook, Retirement, Insurance, Teamwork, Access, Social Networking, Data Entry, Writing, Promotions, Disability Insurance, Finance, Outlook, Investments, Financial Services, Life Insurance, Risk Management, Cultural Awareness
Education
Shippensburg University of Pennsylvania 2009 — 2014
B.S.B.A., Dual Degree in Personal Financial Planning and Marketing, Minor in Spanish
Central Dauphin East High School 2005 — 2009
Diploma
Federico Mosconi's The PFM Group Experience March 2015 - Present
Job Student at Drexel University
Industry Sports
Experience
The PFM Group March 2015 - Present
Aperta Fiduciaria SA July 2014 - July 2014
Wisko Race Engineering December 2012 - August 2013
Bertil Roos Racing Series 2011 - 2013
Skills
Social Media, Sports, Event Management, Sports Marketing, Event Planning, Road Racing, Auto Racing, Facebook, Public Speaking, Customer Service
Education
Drexel University 2013 — 2018
Bachelor of Science (BS), International Business
Universität Mannheim 2014 — 2014
Bachelor of Business Administration (BBA)
Conestoga High School 2009 — 2013
The PFM Group March 2015 - Present
Aperta Fiduciaria SA July 2014 - July 2014
Wisko Race Engineering December 2012 - August 2013
Bertil Roos Racing Series 2011 - 2013
Skills
Social Media, Sports, Event Management, Sports Marketing, Event Planning, Road Racing, Auto Racing, Facebook, Public Speaking, Customer Service
Education
Drexel University 2013 — 2018
Bachelor of Science (BS), International Business
Universität Mannheim 2014 — 2014
Bachelor of Business Administration (BBA)
Conestoga High School 2009 — 2013
Kathleen Plankenhorn Kathleen Plankenhorn's The PFM Group Experience May 2014 - August 2014
Job Associate Benefits Advisor at Zenefits
Industry Insurance
Experience
The PFM Group May 2014 - August 2014
Skills
Teamwork, Time Management, Microsoft Office, Public Speaking, Customer Service, PowerPoint, Market Research, Research, Social Media Marketing, Social Media, Microsoft Excel, Microsoft Word, Writing, SPSS, Social Networking, Editing, Leadership, Insurance, Life Insurance, Health Insurance, Volunteering, International Traveler, Qualitative Research, Speech Writing, Blogging, Quantitative Research, HootSuite, Team Leadership, Google Analytics, Problem Solving, Team Management, Proofreading, Qualtrics, Salesforce.com
Education
Illinois State University 2011 — 2015
Bachelor of Science (BS), Marketing
Griffith University 2013 — 2013
Study Abroad
The PFM Group May 2014 - August 2014
Skills
Teamwork, Time Management, Microsoft Office, Public Speaking, Customer Service, PowerPoint, Market Research, Research, Social Media Marketing, Social Media, Microsoft Excel, Microsoft Word, Writing, SPSS, Social Networking, Editing, Leadership, Insurance, Life Insurance, Health Insurance, Volunteering, International Traveler, Qualitative Research, Speech Writing, Blogging, Quantitative Research, HootSuite, Team Leadership, Google Analytics, Problem Solving, Team Management, Proofreading, Qualtrics, Salesforce.com
Education
Illinois State University 2011 — 2015
Bachelor of Science (BS), Marketing
Griffith University 2013 — 2013
Study Abroad
Christopher Baek's The PFM Group Experience September 2014 - January 2015
Job FX Sales Assistant at Barclays
Industry Investment Banking
Experience
Barclays Investment Bank February 2015 - Present
The PFM Group September 2014 - January 2015
Morgan Stanley April 2013 - September 2013
Firstrust Financial Resources - Investment Department May 2012 - March 2013
JPMorgan Chase & Co. March 2011 - September 2011
Skills
Fixed Income, Equities, Trading, Accounting, Data Analysis, Bloomberg Terminal, Reconciliation, General Ledger, Investment Banking, Portfolio Management, Microsoft Excel, Korean, SAP, ETFs, Morningstar, Mutual Funds, Securities, Account Reconciliation, Derivatives, PowerPoint, Investments, Financial Analysis, Equity Research, Outlook, MBS, Swaps, Commodity, Word, Excel, Options, Financial Modeling, Valuation, Foreign Exchange
Education
Drexel University 2009 — 2014
Bachelor of Science in Business Administration, Finance & Economics
Northern Valley Regional High School Old Tappan 2005 — 2009
Barclays Investment Bank February 2015 - Present
The PFM Group September 2014 - January 2015
Morgan Stanley April 2013 - September 2013
Firstrust Financial Resources - Investment Department May 2012 - March 2013
JPMorgan Chase & Co. March 2011 - September 2011
Skills
Fixed Income, Equities, Trading, Accounting, Data Analysis, Bloomberg Terminal, Reconciliation, General Ledger, Investment Banking, Portfolio Management, Microsoft Excel, Korean, SAP, ETFs, Morningstar, Mutual Funds, Securities, Account Reconciliation, Derivatives, PowerPoint, Investments, Financial Analysis, Equity Research, Outlook, MBS, Swaps, Commodity, Word, Excel, Options, Financial Modeling, Valuation, Foreign Exchange
Education
Drexel University 2009 — 2014
Bachelor of Science in Business Administration, Finance & Economics
Northern Valley Regional High School Old Tappan 2005 — 2009
Grant Guyer's The PFM Group Experience June 2014 - August 2014
Job Equity Analyst, Trade Capture Utility at Barclays UK
Industry Higher Education
Experience
Barclays UK August 2015 - Present
The PFM Group June 2014 - August 2014
Public Financial Management June 2013 - August 2013
CBIZ MHM, LLC May 2012 - August 2012
Philadelphia Cricket Club June 2008 - August 2011
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Spanish, Microsoft Word, Customer Service, Event Planning, Facebook, Leadership, Public Speaking, Outlook, Social Media, Teamwork
Education
Dickinson College 2011 — 2015
Bachelor's Degree, International Business and Management
Universitat Autònoma de Barcelona 2013 — 2013
Bachelor's Degree, International Business and Management
William Penn Charter School 2003 — 2011
Barclays UK August 2015 - Present
The PFM Group June 2014 - August 2014
Public Financial Management June 2013 - August 2013
CBIZ MHM, LLC May 2012 - August 2012
Philadelphia Cricket Club June 2008 - August 2011
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Spanish, Microsoft Word, Customer Service, Event Planning, Facebook, Leadership, Public Speaking, Outlook, Social Media, Teamwork
Education
Dickinson College 2011 — 2015
Bachelor's Degree, International Business and Management
Universitat Autònoma de Barcelona 2013 — 2013
Bachelor's Degree, International Business and Management
William Penn Charter School 2003 — 2011
Alexander Laine Alexander Laine's The PFM Group Experience July 2015 - Present
Job Intern at UC Berkeley Campus Shared Services
Industry Higher Education
Experience
The PFM Group July 2015 - Present
Morgan Stanley September 2014 - December 2014
ClearCare June 2014 - August 2014
UC Berkeley Public Service Center (formerly Cal Corps) June 2013 - November 2013
Skills
Student Affairs, Microsoft Excel, Student Development, Microsoft Word, Social Media, Volunteer Management, Public Health, Economics
Education
University of California, Berkeley 2011 — 2015
Economics
Loyola High School 2007 — 2011
The PFM Group July 2015 - Present
Morgan Stanley September 2014 - December 2014
ClearCare June 2014 - August 2014
UC Berkeley Public Service Center (formerly Cal Corps) June 2013 - November 2013
Skills
Student Affairs, Microsoft Excel, Student Development, Microsoft Word, Social Media, Volunteer Management, Public Health, Economics
Education
University of California, Berkeley 2011 — 2015
Economics
Loyola High School 2007 — 2011
Kevin Flickinger Kevin Flickinger's The PFM Group Experience July 2008 - July 2009
Job Business Manager with Drexel University Athletics
Industry Higher Education
Experience
Drexel University November 2012 - Present
BNY Mellon January 2012 - November 2012
The PFM Group July 2008 - July 2009
Vanguard June 2007 - July 2008
Skills
Financial Analysis, Budgeting, Financial Modeling, Microsoft Excel, Forecasting, Operations Management, PowerPoint, Leadership, Microsoft Office, Event Management, Customer Service
Education
Temple University 2009 — 2011
Master's Degree
University of Pittsburgh 2004 — 2007
Bachelor's Degree, Finance
Drexel University November 2012 - Present
BNY Mellon January 2012 - November 2012
The PFM Group July 2008 - July 2009
Vanguard June 2007 - July 2008
Skills
Financial Analysis, Budgeting, Financial Modeling, Microsoft Excel, Forecasting, Operations Management, PowerPoint, Leadership, Microsoft Office, Event Management, Customer Service
Education
Temple University 2009 — 2011
Master's Degree
University of Pittsburgh 2004 — 2007
Bachelor's Degree, Finance
Matt Klotz Matt Klotz's The PFM Group Experience March 2015 - Present
Job Student at Drexel University College of Business and Administration
Industry Financial Services
Experience
The PFM Group March 2015 - Present
PECO Energy March 2014 - September 2014
Orchard View Swim Club June 2013 - August 2013
Skills
Corporate Finance, Data Analysis, Organization Skills, Time Management, Leadership, SQL Server Management..., SAS Programming, Microsoft Access, Microsoft Excel, PowerPoint, Microsoft Word
Education
Drexel University - College of Business and Administration 2012 — 2017
Finance and Business Analytics
The PFM Group March 2015 - Present
PECO Energy March 2014 - September 2014
Orchard View Swim Club June 2013 - August 2013
Skills
Corporate Finance, Data Analysis, Organization Skills, Time Management, Leadership, SQL Server Management..., SAS Programming, Microsoft Access, Microsoft Excel, PowerPoint, Microsoft Word
Education
Drexel University - College of Business and Administration 2012 — 2017
Finance and Business Analytics
Mike Aileo Mike Aileo's The PFM Group Experience April 2010 - Present
Job Managing Director Human Resources at The PFM Group
Industry Human Resources
Experience
The PFM Group April 2010 - Present
PricewaterhouseCoopers 1986 - May 2010
Skills
Employee Relations, Deferred Compensation, Recruiting, Performance Management, Human Resources, Talent Management
Education
Villanova University 1994 — 1997
MS, Human Organization Science
La Salle University 1982 — 1986
BS, Accounting
The PFM Group April 2010 - Present
PricewaterhouseCoopers 1986 - May 2010
Skills
Employee Relations, Deferred Compensation, Recruiting, Performance Management, Human Resources, Talent Management
Education
Villanova University 1994 — 1997
MS, Human Organization Science
La Salle University 1982 — 1986
BS, Accounting
Gail McKelvie Gail McKelvie's The PFM Group Experience April 2004 - Present
Job Manager, Graphic Design
Industry Financial Services
Experience
The PFM Group April 2004 - Present
Skills
Adobe Creative Suite, Graphic Design, InDesign, Creative Direction, Web Design, Marketing Communications, Marketing Strategy, Illustrator, Corporate Branding, Adobe Acrobat, Email Marketing, Digital Photography, Advertising, Photography
Education
Kutztown University of Pennsylvania
Bachelor of Fine Arts (BFA)
The PFM Group April 2004 - Present
Skills
Adobe Creative Suite, Graphic Design, InDesign, Creative Direction, Web Design, Marketing Communications, Marketing Strategy, Illustrator, Corporate Branding, Adobe Acrobat, Email Marketing, Digital Photography, Advertising, Photography
Education
Kutztown University of Pennsylvania
Bachelor of Fine Arts (BFA)
Christian Neilson's The PFM Group Experience December 2014 - Present
Job Senior Managing Consultant
Industry Financial Services
Experience
The PFM Group December 2014 - Present
Advisors Asset Management, Inc. February 2013 - December 2014
Advisors Asset Management, Inc. October 2010 - February 2013
Advisors Asset Management, Inc. July 2009 - November 2010
Advisors Asset Management, Inc. June 2008 - July 2009
Fixed Income Securities May 2007 - August 2007
Fixed Income Securities May 2006 - August 2006
Skills
Fixed Income, Bonds, Trading, Electronic Trading, Capital Markets, Series 7, Municipal Bonds, Securities, Series 63, Bloomberg, Credit Trading, Swaps, Risk Management, Alternative Investments, Financial Markets, Bloomberg Software, Financial Services, Finance, Investment Strategies, Bloomberg TOMS, Certificates of Deposit, Trading Systems, Trading Strategies, Investments, FINRA, Financial Risk, Valuation, Bloomberg Terminal, Due Diligence, Credit, Economics, Market Data, Credit Analysis, Credit Risk, Market Risk, Back Office, Middle Office, Technical Analysis, Analysis, Settlement, Marketing Strategy, Process Improvement, Project Management, Analytics, Data Analysis, PowerPoint, Structured Products, Hedging, Financial Analysis, Public Finance
Education
University of Kansas 2003 — 2008
Bachelor of Arts (B.A.), Economics
The PFM Group December 2014 - Present
Advisors Asset Management, Inc. February 2013 - December 2014
Advisors Asset Management, Inc. October 2010 - February 2013
Advisors Asset Management, Inc. July 2009 - November 2010
Advisors Asset Management, Inc. June 2008 - July 2009
Fixed Income Securities May 2007 - August 2007
Fixed Income Securities May 2006 - August 2006
Skills
Fixed Income, Bonds, Trading, Electronic Trading, Capital Markets, Series 7, Municipal Bonds, Securities, Series 63, Bloomberg, Credit Trading, Swaps, Risk Management, Alternative Investments, Financial Markets, Bloomberg Software, Financial Services, Finance, Investment Strategies, Bloomberg TOMS, Certificates of Deposit, Trading Systems, Trading Strategies, Investments, FINRA, Financial Risk, Valuation, Bloomberg Terminal, Due Diligence, Credit, Economics, Market Data, Credit Analysis, Credit Risk, Market Risk, Back Office, Middle Office, Technical Analysis, Analysis, Settlement, Marketing Strategy, Process Improvement, Project Management, Analytics, Data Analysis, PowerPoint, Structured Products, Hedging, Financial Analysis, Public Finance
Education
University of Kansas 2003 — 2008
Bachelor of Arts (B.A.), Economics
Deirdre O'Grady Deirdre O'Grady's The PFM Group Experience May 2006 - Present
Job Human Resources Specialist at Public Financial Management
Industry Financial Services
Experience
The PFM Group May 2006 - Present
Urban Outfitters February 1998 - April 2006
The Jones Group Inc. January 1996 - February 1998
Skills
Recruiting, Compensation & Benefit, Employee Relations, Onboarding, Employee Engagement, Benefits Negotiation, Applicant Tracking..., HRIS, Organizational..., Deferred Compensation, New Hire Orientations, Financial Services, Benefits Administration, Training, Talent Management, Internet Recruiting, Interviews, Workforce Planning, Hiring, Executive Search, Policy, Temporary Placement, Leadership Development, Personnel Management, Contract Recruitment, HR Policies, Screening Resumes, Technical Recruiting, HR Consulting, Staffing Services
Education
Temple University - Fox School of Business and Management 2011 — 2014
MS, Human Resource Management
Rider University 1989 — 1991
BA, Communications
The PFM Group May 2006 - Present
Urban Outfitters February 1998 - April 2006
The Jones Group Inc. January 1996 - February 1998
Skills
Recruiting, Compensation & Benefit, Employee Relations, Onboarding, Employee Engagement, Benefits Negotiation, Applicant Tracking..., HRIS, Organizational..., Deferred Compensation, New Hire Orientations, Financial Services, Benefits Administration, Training, Talent Management, Internet Recruiting, Interviews, Workforce Planning, Hiring, Executive Search, Policy, Temporary Placement, Leadership Development, Personnel Management, Contract Recruitment, HR Policies, Screening Resumes, Technical Recruiting, HR Consulting, Staffing Services
Education
Temple University - Fox School of Business and Management 2011 — 2014
MS, Human Resource Management
Rider University 1989 — 1991
BA, Communications
Mike Shin Mike Shin's The PFM Group Experience May 2012 - August 2012
Job Financial Analyst Planning & Analysis
Industry Legal Services
Experience
Fried Frank April 2015 - Present
Procida Companies June 2013 - March 2015
The PFM Group May 2012 - August 2012
Skills
PowerPoint, Microsoft Excel, Research, Analysis, Financial Analysis, Marketing, Facebook, Data Analysis, Fundraising, Project Management, Microsoft Project, Budgeting, Public Speaking, Microsoft Office, Leadership, Microsoft Word
Education
Franklin & Marshall College 2009 — 2013
Bachelor of Arts (B.A.), Political Science and Government
Tenafly High School 2005 — 2009
Fried Frank April 2015 - Present
Procida Companies June 2013 - March 2015
The PFM Group May 2012 - August 2012
Skills
PowerPoint, Microsoft Excel, Research, Analysis, Financial Analysis, Marketing, Facebook, Data Analysis, Fundraising, Project Management, Microsoft Project, Budgeting, Public Speaking, Microsoft Office, Leadership, Microsoft Word
Education
Franklin & Marshall College 2009 — 2013
Bachelor of Arts (B.A.), Political Science and Government
Tenafly High School 2005 — 2009
Scott Trommer Scott Trommer's The PFM Group Experience December 2007 - Present
Job Managing Director at The PFM Group
Industry Financial Services
Experience
The PFM Group December 2007 - Present
Fitch Ratings January 2001 - December 2007
KPMG Consulting July 1994 - January 2001
State of NY Metropolitan Transportation Authority February 1990 - July 1994
NJ Transit April 1988 - February 1990
Skills
Public/private..., Financial Analysis, Strategic Planning, Program Management, Public Policy, Management Consulting, Transportation Planning, Risk Management, Policy Analysis, Due Diligence, Government, Economics, Policy, Economic Development, Transportation, Finance, Project Management, Asset Management, Budgets, Rail, Strategy, Management, Public Finance, Project Finance, Process Improvement
Education
University of Pennsylvania 1983 — 1987
Bachelor of Arts (B.A.) and Master of Arts (M.A.), Regional Science
The PFM Group December 2007 - Present
Fitch Ratings January 2001 - December 2007
KPMG Consulting July 1994 - January 2001
State of NY Metropolitan Transportation Authority February 1990 - July 1994
NJ Transit April 1988 - February 1990
Skills
Public/private..., Financial Analysis, Strategic Planning, Program Management, Public Policy, Management Consulting, Transportation Planning, Risk Management, Policy Analysis, Due Diligence, Government, Economics, Policy, Economic Development, Transportation, Finance, Project Management, Asset Management, Budgets, Rail, Strategy, Management, Public Finance, Project Finance, Process Improvement
Education
University of Pennsylvania 1983 — 1987
Bachelor of Arts (B.A.) and Master of Arts (M.A.), Regional Science
Pamela Turko Pamela Turko's The PFM Group Experience July 1990 - Present
Job Project Manager, Information Technology
Industry Financial Services
Experience
The PFM Group July 1990 - Present
Skills
Strategic Planning, Project Management, Budgets, Analysis, New Business Development, Microsoft Excel, Team Building, PowerPoint, Process Improvement, Program Management, Business Analysis, Enterprise Software, Coaching, Financial Analysis, Data Analysis, Financial Services, Strategy, Leadership, Business Process..., Management, CRM, Management Consulting
Education
Saint Joseph's University
B.S., Business Communications
Moore College of Art and Design
The PFM Group July 1990 - Present
Skills
Strategic Planning, Project Management, Budgets, Analysis, New Business Development, Microsoft Excel, Team Building, PowerPoint, Process Improvement, Program Management, Business Analysis, Enterprise Software, Coaching, Financial Analysis, Data Analysis, Financial Services, Strategy, Leadership, Business Process..., Management, CRM, Management Consulting
Education
Saint Joseph's University
B.S., Business Communications
Moore College of Art and Design
Travis Linneweber's The PFM Group Experience August 2013 - March 2015
Job Agent / Consultant / Advisor at Benefits 7
Industry Higher Education
Experience
Benefits 7 April 2015 - Present
The PFM Group August 2013 - March 2015
J.P.Morgan August 2011 - August 2013
JPMorgan Chase January 2007 - August 2011
JPMorgan Chase July 2005 - December 2006
Philip Morris USA June 2004 - August 2004
Skills
Finance, Credit, Portfolio Management, Banking, Financial Analysis, Commercial Banking, Management, Analysis, Financial Services, Financial Modeling, Sales, Investments, Marketing, Cash Management, Commercial Lending, Nonprofits, Strategic Planning, Underwriting, Loans, Program Management, Credit Analysis
Education
Pepperdine University 2011 — 2014
Master of Business Administration (MBA)
Indiana University - Kelley School of Business 2001 — 2005
BS with High Distinction and with Honors in Business, Major: Finance. Minor: Psychology.
Vincennes Lincoln High School 1997 — 2001
High School, General
Benefits 7 April 2015 - Present
The PFM Group August 2013 - March 2015
J.P.Morgan August 2011 - August 2013
JPMorgan Chase January 2007 - August 2011
JPMorgan Chase July 2005 - December 2006
Philip Morris USA June 2004 - August 2004
Skills
Finance, Credit, Portfolio Management, Banking, Financial Analysis, Commercial Banking, Management, Analysis, Financial Services, Financial Modeling, Sales, Investments, Marketing, Cash Management, Commercial Lending, Nonprofits, Strategic Planning, Underwriting, Loans, Program Management, Credit Analysis
Education
Pepperdine University 2011 — 2014
Master of Business Administration (MBA)
Indiana University - Kelley School of Business 2001 — 2005
BS with High Distinction and with Honors in Business, Major: Finance. Minor: Psychology.
Vincennes Lincoln High School 1997 — 2001
High School, General
Grace Muller's The PFM Group Experience May 2015 - August 2015
Job Intern at The PFM Group
Industry Accounting
Experience
The PFM Group May 2015 - August 2015
Marcum LLP January 2015 - May 2015
La Salle University September 2013 - September 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Accounting
Education
La Salle University 2013 — 2017
Bachelor’s Degree, Accounting
Merion Mercy Academy 2009 — 2013
High School
The PFM Group May 2015 - August 2015
Marcum LLP January 2015 - May 2015
La Salle University September 2013 - September 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Accounting
Education
La Salle University 2013 — 2017
Bachelor’s Degree, Accounting
Merion Mercy Academy 2009 — 2013
High School
Chris Destefano Chris Destefano's The PFM Group Experience June 2014 - Present
Job Analyst at The PFM Group
Industry Financial Services
Experience
The PFM Group June 2014 - Present
Skills
Financial Modeling, Financial Analysis, Microsoft Excel, Leadership, Time Management, Teamwork, Microsoft Office, Microsoft Word, PowerPoint, Data Analysis
Education
Franklin & Marshall College 2010 — 2014
Bachelor of Arts (B.A.), Major: Business, Organizations, and Society Minor: Economics
The PFM Group June 2014 - Present
Skills
Financial Modeling, Financial Analysis, Microsoft Excel, Leadership, Time Management, Teamwork, Microsoft Office, Microsoft Word, PowerPoint, Data Analysis
Education
Franklin & Marshall College 2010 — 2014
Bachelor of Arts (B.A.), Major: Business, Organizations, and Society Minor: Economics
David Orise's The PFM Group Experience September 2011 - August 2014
Job Class of 2016 MBA Candidate at Kellogg School of Management
Industry Financial Services
Experience
Kellogg School of Management August 2014 - Present
U.S. Trust June 2015 - August 2015
The PFM Group September 2011 - August 2014
The PFM Group September 2006 - August 2011
General Motors 2002 - 2005
Skills
Data Analysis, Financial Modeling, Process Improvement, Financial Analysis, Business Analysis, Business Process..., Project Management, Management Consulting, Program Management, Visio, Analysis, Fixed Income, Management, Leadership, Strategic Planning
Education
Northwestern University - Kellogg School of Management 2014 — 2016
Master of Business Administration (MBA)
Georgia Institute of Technology 2003 — 2005
Bachelor of Science (B.S.), Industrial and Systems Engineering
Morehouse College 2000 — 2003
Bachelor of Science (B.S.), Mathematics
Baton Rouge Magnet High School
Kellogg School of Management August 2014 - Present
U.S. Trust June 2015 - August 2015
The PFM Group September 2011 - August 2014
The PFM Group September 2006 - August 2011
General Motors 2002 - 2005
Skills
Data Analysis, Financial Modeling, Process Improvement, Financial Analysis, Business Analysis, Business Process..., Project Management, Management Consulting, Program Management, Visio, Analysis, Fixed Income, Management, Leadership, Strategic Planning
Education
Northwestern University - Kellogg School of Management 2014 — 2016
Master of Business Administration (MBA)
Georgia Institute of Technology 2003 — 2005
Bachelor of Science (B.S.), Industrial and Systems Engineering
Morehouse College 2000 — 2003
Bachelor of Science (B.S.), Mathematics
Baton Rouge Magnet High School
Sandra Sosinski's The PFM Group Experience March 2012 - Present
Job Director of Communications, The PFM Group
Industry Financial Services
Experience
The PFM Group March 2012 - Present
Corporate Writer January 1990 - March 2012
The SOSCOMM Group May 1988 - March 2012
UJB Financial 1982 - 1989
United Jersey Bank 1982 - 1989
Spiro & Associates 1976 - 1982
Education
University of Pennsylvania 1967 — 1971
Philadelphia HS for Girls
The PFM Group March 2012 - Present
Corporate Writer January 1990 - March 2012
The SOSCOMM Group May 1988 - March 2012
UJB Financial 1982 - 1989
United Jersey Bank 1982 - 1989
Spiro & Associates 1976 - 1982
Education
University of Pennsylvania 1967 — 1971
Philadelphia HS for Girls
Donald Jay Bird, CFP®'s The PFM Group Experience January 2015 - Present
Job Senior Managing Consultant at The PFM Group
Industry Investment Management
Experience
The PFM Group January 2015 - Present
Hirtle Callaghan & Co. April 2007 - December 2014
Vanguard 2004 - 2007
Skills
Investments, Asset Management, Endowments, Foundations, Pension Funds, Investment Advisory, Investment Policy, Portfolio Management, Asset, Hedge Funds, Private Equity, Asset Allocation, Family Office, Outsourced Solutions, Estate Planning, Series 6, Series 63, Series 3, Series 65, Certified Financial..., Investment Strategies, Alternative Investments, Financial Markets
Education
University of Georgia - Terry College of Business 2008 — 2010
Executive Program for Financial Planning
La Salle University - School of Business Administration 2004 — 2007
Master of Business Administration (M.B.A.)
Temple University - Fox School of Business and Management 1999 — 2003
Bachelor's Degree
Central High School, Philadelphia, PA 1995 — 1999
The PFM Group January 2015 - Present
Hirtle Callaghan & Co. April 2007 - December 2014
Vanguard 2004 - 2007
Skills
Investments, Asset Management, Endowments, Foundations, Pension Funds, Investment Advisory, Investment Policy, Portfolio Management, Asset, Hedge Funds, Private Equity, Asset Allocation, Family Office, Outsourced Solutions, Estate Planning, Series 6, Series 63, Series 3, Series 65, Certified Financial..., Investment Strategies, Alternative Investments, Financial Markets
Education
University of Georgia - Terry College of Business 2008 — 2010
Executive Program for Financial Planning
La Salle University - School of Business Administration 2004 — 2007
Master of Business Administration (M.B.A.)
Temple University - Fox School of Business and Management 1999 — 2003
Bachelor's Degree
Central High School, Philadelphia, PA 1995 — 1999
Tom Winters's The PFM Group Experience July 1990 - January 1995
Job Vice President, Portfolio Manager and Product Specialist at Smith Affiliated Capital
Industry Investment Management
Experience
Smith Affiliated Capital July 2015 - Present
Seix Investment Advisors LLC May 2002 - August 2014
Ryan Labs February 1995 - April 2002
The PFM Group July 1990 - January 1995
ADCO Group February 1986 - June 1990
Dime Community Bancshares December 1984 - February 1986
Capital One February 1982 - December 1984
Skills
Series 7 and 66 FINRA..., Creative Writing, Fixed Income, Fixed Income Analysis, Client Services, Investment Advisory, Product Management, Marketing, Sales, Charity Work, Asset Management, Investment Management, Investments, Strategic Planning, Alternative Investments, Series 7, Asset Managment, Portfolio Management, Bloomberg, Mutual Funds, Financial Services, Hedge Funds, Microsoft Office, Equities, Microsoft Excel, PowerPoint, Bonds, Asset Allocation, Management
Education
Adelphi University 1982 — 1987
MBA, Finance
New York Institute of Technology-Old Westbury 1977 — 1981
BFA, Communications
Floral Park Memorial High School 1973 — 1977
Smith Affiliated Capital July 2015 - Present
Seix Investment Advisors LLC May 2002 - August 2014
Ryan Labs February 1995 - April 2002
The PFM Group July 1990 - January 1995
ADCO Group February 1986 - June 1990
Dime Community Bancshares December 1984 - February 1986
Capital One February 1982 - December 1984
Skills
Series 7 and 66 FINRA..., Creative Writing, Fixed Income, Fixed Income Analysis, Client Services, Investment Advisory, Product Management, Marketing, Sales, Charity Work, Asset Management, Investment Management, Investments, Strategic Planning, Alternative Investments, Series 7, Asset Managment, Portfolio Management, Bloomberg, Mutual Funds, Financial Services, Hedge Funds, Microsoft Office, Equities, Microsoft Excel, PowerPoint, Bonds, Asset Allocation, Management
Education
Adelphi University 1982 — 1987
MBA, Finance
New York Institute of Technology-Old Westbury 1977 — 1981
BFA, Communications
Floral Park Memorial High School 1973 — 1977
Jelani Newton's The PFM Group Experience June 2008 - May 2013
Job Strategic Planning and Performance Manager
Industry Government Administration
Experience
City of Miami June 2013 - Present
The PFM Group June 2008 - May 2013
University of Pennsylvania, Institute for Urban Research August 2005 - May 2008
Skills
Policy Analysis, Strategic Planning, Policy, Public Policy, Government, Management, Budgets, Management Consulting, Public Finance, Data Analysis, Financial Modeling, Financial Analysis, Economics, Program Management, Analysis, Economic Development
Education
University of Pennsylvania 2006 — 2007
Master's degree, Government Administration
University of Pennsylvania 2006 — 2007
Certificate in Public Finance, Public Finance
University of Pennsylvania 2001 — 2005
Bachelor's degree, Sociology
City of Miami June 2013 - Present
The PFM Group June 2008 - May 2013
University of Pennsylvania, Institute for Urban Research August 2005 - May 2008
Skills
Policy Analysis, Strategic Planning, Policy, Public Policy, Government, Management, Budgets, Management Consulting, Public Finance, Data Analysis, Financial Modeling, Financial Analysis, Economics, Program Management, Analysis, Economic Development
Education
University of Pennsylvania 2006 — 2007
Master's degree, Government Administration
University of Pennsylvania 2006 — 2007
Certificate in Public Finance, Public Finance
University of Pennsylvania 2001 — 2005
Bachelor's degree, Sociology
Marissa Litman's The PFM Group Experience October 2011 - Present
Job Consultant at The PFM Group
Industry Government Administration
Experience
The PFM Group October 2011 - Present
City of Philadelphia February 2011 - October 2011
Solutions for Progress December 2009 - October 2011
Fels Research & Consulting Group May 2010 - October 2010
Bryn Mawr College August 2005 - July 2008
Skills
Non-profits, Policy Analysis, Community Outreach, Public Policy, Fundraising, Economic Development, Nonprofits, Program Evaluation, Program Development, SPSS, Research, Policy, Volunteer Management, Editing, Qualitative Research, Data Analysis
Education
University of Pennsylvania 2009 — 2011
MPA, Fels Institute of Government
Bryn Mawr College 2001 — 2005
BA, Political Science
The PFM Group October 2011 - Present
City of Philadelphia February 2011 - October 2011
Solutions for Progress December 2009 - October 2011
Fels Research & Consulting Group May 2010 - October 2010
Bryn Mawr College August 2005 - July 2008
Skills
Non-profits, Policy Analysis, Community Outreach, Public Policy, Fundraising, Economic Development, Nonprofits, Program Evaluation, Program Development, SPSS, Research, Policy, Volunteer Management, Editing, Qualitative Research, Data Analysis
Education
University of Pennsylvania 2009 — 2011
MPA, Fels Institute of Government
Bryn Mawr College 2001 — 2005
BA, Political Science
Brett Matteo's The PFM Group Experience September 1995 - Present
Job Financial Advisor
Industry Financial Services
Experience
The PFM Group September 1995 - Present
Skills
Strategic Finance, Strategic Financial..., Finance, Capital Markets, Capital Budgeting, Public Finance, Public Financial..., Public Sector Financial...
Education
Wharton Business School 1985 — 1987
MBA, Finance
University of Missouri-Columbia 1979 — 1981
MA, Geology
Duke University 1975 — 1979
MS, Geological Oceanography
The PFM Group September 1995 - Present
Skills
Strategic Finance, Strategic Financial..., Finance, Capital Markets, Capital Budgeting, Public Finance, Public Financial..., Public Sector Financial...
Education
Wharton Business School 1985 — 1987
MBA, Finance
University of Missouri-Columbia 1979 — 1981
MA, Geology
Duke University 1975 — 1979
MS, Geological Oceanography
Jennifer Lydic's The PFM Group Experience January 2015 - Present
Job Senior Analyst at The PFM Group
Industry Individual & Family Services
Experience
The PFM Group January 2015 - Present
The PFM Group January 2014 - January 2015
Public Financial Management September 2013 - January 2014
Center for Studies of Addiction - Treatment Research Center May 2013 - January 2014
Treatment Research Institute September 2012 - May 2013
Do One Thing June 2012 - August 2012
Project H.O.M.E. March 2012 - June 2012
Traveler's Aid Family Shelter of Philadelphia January 2012 - April 2012
Hahnemann University Hospital September 2011 - December 2011
St. Joseph Center August 2009 - August 2011
Skills
Community Outreach, Volunteer Management, Research, Program Evaluation, Community Organizing, Mental Health, Crisis Intervention, Case Managment, CBT, Child Welfare, Social Justice, Community Engagement, Motivational..., Psychology, Medical Social Work, Mental Health Counseling, Behavioral Health, Adolescents, Therapists, Psychosocial, School Social Work
Education
University of Pennsylvania 2011 — 2014
Master of Social Work (M.S.W.)
University of Pennsylvania 2011 — 2014
Master of Public Administration (M.P.A.)
Georgetown University 2005 — 2009
BSFS, Culture and Politics
The PFM Group January 2015 - Present
The PFM Group January 2014 - January 2015
Public Financial Management September 2013 - January 2014
Center for Studies of Addiction - Treatment Research Center May 2013 - January 2014
Treatment Research Institute September 2012 - May 2013
Do One Thing June 2012 - August 2012
Project H.O.M.E. March 2012 - June 2012
Traveler's Aid Family Shelter of Philadelphia January 2012 - April 2012
Hahnemann University Hospital September 2011 - December 2011
St. Joseph Center August 2009 - August 2011
Skills
Community Outreach, Volunteer Management, Research, Program Evaluation, Community Organizing, Mental Health, Crisis Intervention, Case Managment, CBT, Child Welfare, Social Justice, Community Engagement, Motivational..., Psychology, Medical Social Work, Mental Health Counseling, Behavioral Health, Adolescents, Therapists, Psychosocial, School Social Work
Education
University of Pennsylvania 2011 — 2014
Master of Social Work (M.S.W.)
University of Pennsylvania 2011 — 2014
Master of Public Administration (M.P.A.)
Georgetown University 2005 — 2009
BSFS, Culture and Politics
Joseph Hill, MCSA, MCTS, ITIL v3's The PFM Group Experience March 2015 - Present
Job Senior IT Systems Engineer
Industry Information Technology and Services
Experience
The PFM Group March 2015 - Present
American College of Radiology April 2013 - March 2015
Acentia October 2006 - March 2013
STG December 2002 - October 2006
Robert Half Technology February 2002 - December 2002
Kenexa July 2000 - June 2001
Skills
Network Administration, Firewalls, Disaster Recovery, Cisco, Active Directory, Server Administration, Windows Server 2008, Network Security, Windows Server 2003, VMware, Windows 7, Switches, System Administration, Computer Hardware, DHCP, Hardware, Operating Systems, VPN, ITIL, Wireless Networking, HP, Troubleshooting, Software Installation, Desktop Support, Servers, Printers, VMware ESX, System Deployment, Technical Support, Cloud Computing, SharePoint, Project Management, Windows Server, Cisco Technologies, Enterprise Architecture, Virtualization, Security, BMC Remedy, Information Technology, SCCM, Networking, Integration, Group Policy, Enterprise Software, Hyper-V, Cisco Call Manager, WinSCP, EMC Storage, WSUS, TCP/IP
Education
Western Governors University 2013 — 2015
Bachelor's Degree, Information Technology - Network Design and Management
Montgomery County Community College 1992 — 1994
Associate of Applied Science (A.A.S.), Electronics Engineering, 3.5
The PFM Group March 2015 - Present
American College of Radiology April 2013 - March 2015
Acentia October 2006 - March 2013
STG December 2002 - October 2006
Robert Half Technology February 2002 - December 2002
Kenexa July 2000 - June 2001
Skills
Network Administration, Firewalls, Disaster Recovery, Cisco, Active Directory, Server Administration, Windows Server 2008, Network Security, Windows Server 2003, VMware, Windows 7, Switches, System Administration, Computer Hardware, DHCP, Hardware, Operating Systems, VPN, ITIL, Wireless Networking, HP, Troubleshooting, Software Installation, Desktop Support, Servers, Printers, VMware ESX, System Deployment, Technical Support, Cloud Computing, SharePoint, Project Management, Windows Server, Cisco Technologies, Enterprise Architecture, Virtualization, Security, BMC Remedy, Information Technology, SCCM, Networking, Integration, Group Policy, Enterprise Software, Hyper-V, Cisco Call Manager, WinSCP, EMC Storage, WSUS, TCP/IP
Education
Western Governors University 2013 — 2015
Bachelor's Degree, Information Technology - Network Design and Management
Montgomery County Community College 1992 — 1994
Associate of Applied Science (A.A.S.), Electronics Engineering, 3.5
Benjamin Mendenhall's The PFM Group Experience April 2012 - February 2014
Job Director of Marketing at Public Trust Advisors
Industry Investment Management
Experience
Public Trust Advisors April 2014 - Present
The PFM Group April 2012 - February 2014
First Financial Equity Corporation May 2010 - April 2012
Morgan Stanley January 2006 - May 2010
Skills
Series 7, Wealth Management, Retirement Planning, Mutual Funds, Investments, Asset Allocation, Portfolio Management, Investment Advisory, Series 63, Strategic Financial..., Financial Planning, Asset Management, Fixed Income, Risk Management
Education
University of Rhode Island 2001 — 2005
Business Administration, Management & FInance
South High School - Denver 1997 — 2001
Public Trust Advisors April 2014 - Present
The PFM Group April 2012 - February 2014
First Financial Equity Corporation May 2010 - April 2012
Morgan Stanley January 2006 - May 2010
Skills
Series 7, Wealth Management, Retirement Planning, Mutual Funds, Investments, Asset Allocation, Portfolio Management, Investment Advisory, Series 63, Strategic Financial..., Financial Planning, Asset Management, Fixed Income, Risk Management
Education
University of Rhode Island 2001 — 2005
Business Administration, Management & FInance
South High School - Denver 1997 — 2001
Sean McNeeley's The PFM Group Experience August 2015 - Present
Job Practice Manager, Center for Retirement Finance at The PFM Group
Industry Financial Services
Experience
The PFM Group August 2015 - Present
Delaware River Joint Toll Bridge Commission January 2008 - July 2015
City of Philadelphia July 2004 - December 2007
City of Philadelphia July 2000 - July 2004
Deloitte & Touche December 1996 - June 2000
Skills
Strategic Planning, Public Policy, Economic Development, Government, Management Consulting, Finance, Budgets, Financial Modeling, Feasibility Studies, Project Management, Financial System..., Public Speaking, Financial Analysis, Nonprofits, Policy Analysis, Public Finance, Policy
Education
The Ohio State University 1994 — 1996
M.P.A.
The Ohio State University 1989 — 1993
B.A., Economics and Political Science
The PFM Group August 2015 - Present
Delaware River Joint Toll Bridge Commission January 2008 - July 2015
City of Philadelphia July 2004 - December 2007
City of Philadelphia July 2000 - July 2004
Deloitte & Touche December 1996 - June 2000
Skills
Strategic Planning, Public Policy, Economic Development, Government, Management Consulting, Finance, Budgets, Financial Modeling, Feasibility Studies, Project Management, Financial System..., Public Speaking, Financial Analysis, Nonprofits, Policy Analysis, Public Finance, Policy
Education
The Ohio State University 1994 — 1996
M.P.A.
The Ohio State University 1989 — 1993
B.A., Economics and Political Science
Blake A. Roberts's The PFM Group Experience August 2015 - Present
Job Senior Managing Consultant at The PFM Group
Industry Financial Services
Experience
The PFM Group August 2015 - Present
Wells Fargo March 2014 - August 2015
Fitch Ratings October 2010 - March 2014
Legislative Budget Board June 2009 - October 2010
Teach for America - Philadelphia June 2005 - May 2007
Philmont Scout Ranch May 2003 - August 2004
Skills
Data Analysis, Public Policy, Policy Analysis, Economics, Management, Credit Analysis, Research, Financial Analysis, Municipal Bonds, Microsoft Office, Capital Markets, Banking, Teaching, Portfolio Management, Credit
Education
Carnegie Mellon University 2007 — 2009
M.S., Public Policy & Management
Texas A&M University 2001 — 2005
Bachelor of Arts (B.A.), Cum Laude
The PFM Group August 2015 - Present
Wells Fargo March 2014 - August 2015
Fitch Ratings October 2010 - March 2014
Legislative Budget Board June 2009 - October 2010
Teach for America - Philadelphia June 2005 - May 2007
Philmont Scout Ranch May 2003 - August 2004
Skills
Data Analysis, Public Policy, Policy Analysis, Economics, Management, Credit Analysis, Research, Financial Analysis, Municipal Bonds, Microsoft Office, Capital Markets, Banking, Teaching, Portfolio Management, Credit
Education
Carnegie Mellon University 2007 — 2009
M.S., Public Policy & Management
Texas A&M University 2001 — 2005
Bachelor of Arts (B.A.), Cum Laude
Malinda Burks, MBA/MHA's The PFM Group Experience October 2002 - January 2014
Job Administrator at 4 J&R Administrative Services
Industry Human Resources
Experience
4 J&R Administrative Services February 2014 - Present
Tiffin University 2011 - Present
The PFM Group October 2002 - January 2014
United States Air Force Reserve November 2006 - November 2012
Luxottica Retail July 2001 - July 2002
PricewaterhouseCoopers 2000 - 2001
Accenture 1998 - 2000
Diversified Services Corporation February 1990 - May 1997
United States Air Force September 1987 - November 1989
Skills
Leadership, Organizational..., Employee Relations, Event Planning, Healthcare, College Professor, Recruiting, Process Improvement, Management, Human Resources, Analysis, Program Management, Interviews, Customer Service, Leadership Development, Team Building, Training, Strategic Planning, New Hire Orientations, Employee Benefits
Education
Pfeiffer University 2008 — 2011
MBA/MHA, Business & Healthcare Administration
University of Cincinnati 1997 — 2002
BAS, HR Management
4 J&R Administrative Services February 2014 - Present
Tiffin University 2011 - Present
The PFM Group October 2002 - January 2014
United States Air Force Reserve November 2006 - November 2012
Luxottica Retail July 2001 - July 2002
PricewaterhouseCoopers 2000 - 2001
Accenture 1998 - 2000
Diversified Services Corporation February 1990 - May 1997
United States Air Force September 1987 - November 1989
Skills
Leadership, Organizational..., Employee Relations, Event Planning, Healthcare, College Professor, Recruiting, Process Improvement, Management, Human Resources, Analysis, Program Management, Interviews, Customer Service, Leadership Development, Team Building, Training, Strategic Planning, New Hire Orientations, Employee Benefits
Education
Pfeiffer University 2008 — 2011
MBA/MHA, Business & Healthcare Administration
University of Cincinnati 1997 — 2002
BAS, HR Management
Gregg McLanahan's The PFM Group Experience January 1987 - Present
Job Director at The PFM Group
Industry Financial Services
Experience
The PFM Group January 1987 - Present
Education
Penn State University
The PFM Group January 1987 - Present
Education
Penn State University
Jonathan Sundberg's The PFM Group Experience August 2015 - Present
Job Senior Managing Consultant at The PFM Group
Industry Financial Services
Experience
The PFM Group August 2015 - Present
Janney Montgomery Scott June 2008 - August 2015
Education
Tulane University
BSM, Finance, Legal Studies In Business
The PFM Group August 2015 - Present
Janney Montgomery Scott June 2008 - August 2015
Education
Tulane University
BSM, Finance, Legal Studies In Business
Mudra Patel's The PFM Group Experience October 2015 - Present
Job Senior Analyst at The PFM Group
Industry Financial Services
Experience
The PFM Group October 2015 - Present
CRISIL Global Research & Analytics - A Standard & Poor's Company March 2010 - January 2014
The Shipping Corporation of India Ltd. May 2009 - June 2009
Skills
Financial Analysis, Team Management, Credit Analysis, Valuation, Microsoft Excel, Written & Oral..., People-oriented, Report Writing, Finance, Bonds, Creativity, Puzzles, Python, Financial Research, Team Leadership, Analysis, Credit, Credit Risk, Corporate Finance
Education
Santa Clara University 2014 — 2015
Master’s Degree, Finance, General, 3.94
Xaviers Institute of Management and Research 2008 — 2010
Master of Business Administration (M.B.A.), Finance, General
Terna Engineering College 2004 — 2008
Engineer’s Degree, Electrical, Electronics and Communications Engineering
St. Xavier's College 2002 — 2004
Junior College, science
The PFM Group October 2015 - Present
CRISIL Global Research & Analytics - A Standard & Poor's Company March 2010 - January 2014
The Shipping Corporation of India Ltd. May 2009 - June 2009
Skills
Financial Analysis, Team Management, Credit Analysis, Valuation, Microsoft Excel, Written & Oral..., People-oriented, Report Writing, Finance, Bonds, Creativity, Puzzles, Python, Financial Research, Team Leadership, Analysis, Credit, Credit Risk, Corporate Finance
Education
Santa Clara University 2014 — 2015
Master’s Degree, Finance, General, 3.94
Xaviers Institute of Management and Research 2008 — 2010
Master of Business Administration (M.B.A.), Finance, General
Terna Engineering College 2004 — 2008
Engineer’s Degree, Electrical, Electronics and Communications Engineering
St. Xavier's College 2002 — 2004
Junior College, science
Liz McClure's The PFM Group Experience August 2009 - December 2014
Job Associate, Client Administration at AQR Capital Management
Industry Financial Services
Experience
AQR Capital Management February 2015 - Present
The PFM Group August 2009 - December 2014
Merrill Lynch June 2005 - May 2009
Skills
Marketing, Editing, Social Media
Education
Colgate University 1999 — 2003
Bachelor of Arts (B.A.), English
Colgate University 1999 — 2003
Bachelor of Arts (B.A.), English
AQR Capital Management February 2015 - Present
The PFM Group August 2009 - December 2014
Merrill Lynch June 2005 - May 2009
Skills
Marketing, Editing, Social Media
Education
Colgate University 1999 — 2003
Bachelor of Arts (B.A.), English
Colgate University 1999 — 2003
Bachelor of Arts (B.A.), English
Addison Humbert's The PFM Group Experience 2012 - Present
Job Finance, Analyst
Industry Financial Services
Experience
The PFM Group 2012 - Present
Capital Results June 2010 - August 2010
Skills
Microsoft Excel
Education
University of Richmond - Robins School of Business 2007 — 2011
Finance, History
The PFM Group 2012 - Present
Capital Results June 2010 - August 2010
Skills
Microsoft Excel
Education
University of Richmond - Robins School of Business 2007 — 2011
Finance, History
Robert Dickey's The PFM Group Experience July 2009 - July 2010
Job Associate, Strategy and Corporate Development at Constant Contact
Industry Computer Software
Experience
Constant Contact August 2014 - Present
Janney Montgomery Scott July 2013 - July 2014
Janney Montgomery Scott August 2010 - June 2013
The PFM Group July 2009 - July 2010
Skills
Series 79, Valuation, Private Equity, Financial Modeling, Fixed Income, Investment Banking, Capital Markets, Equities, Alternative Investments, Series 7, Bloomberg, FINRA, Equity Research, Securities, Series 63, Hedge Funds, Corporate Development, Due Diligence
Education
University of Pennsylvania 2005 — 2009
Bachelor's Degree, Double Major: Economics & Psychology
Chestnut Hill Academy
High School
Constant Contact August 2014 - Present
Janney Montgomery Scott July 2013 - July 2014
Janney Montgomery Scott August 2010 - June 2013
The PFM Group July 2009 - July 2010
Skills
Series 79, Valuation, Private Equity, Financial Modeling, Fixed Income, Investment Banking, Capital Markets, Equities, Alternative Investments, Series 7, Bloomberg, FINRA, Equity Research, Securities, Series 63, Hedge Funds, Corporate Development, Due Diligence
Education
University of Pennsylvania 2005 — 2009
Bachelor's Degree, Double Major: Economics & Psychology
Chestnut Hill Academy
High School
Kevin Kuhar's The PFM Group Experience May 2014 - Present
Job Analyst at The PFM Group
Industry Oil & Energy
Experience
The PFM Group May 2014 - Present
DCO Energy May 2011 - May 2014
DCO Energy June 2008 - May 2011
Richmond College Student Government Association April 2009 - April 2010
Richmond College Student Government Association April 2008 - April 2010
Education
University of Richmond 2007 — 2011
BSBA, Finance
The PFM Group May 2014 - Present
DCO Energy May 2011 - May 2014
DCO Energy June 2008 - May 2011
Richmond College Student Government Association April 2009 - April 2010
Richmond College Student Government Association April 2008 - April 2010
Education
University of Richmond 2007 — 2011
BSBA, Finance
Mark Pierfy's The PFM Group Experience January 2015 - Present
Job Contract/Billing Manager at The PFM Group
Industry Financial Services
Experience
The PFM Group January 2015 - Present
SunGard Financial Systems March 2013 - January 2015
Lockheed Martin Aeronautics May 2011 - March 2013
CBS Radio July 2009 - April 2011
Philadelphia Inquirer June 2008 - July 2009
Skills
Financial Analysis, Microsoft Word, Financial Reporting, Microsoft Office, Accounting, Auditing, PowerPoint, Accounts Receivable, Sarbanes-Oxley Act, General Ledger, Microsoft Excel
Education
Philadelphia University 2005 — 2009
Bachelor, Accounting
The PFM Group January 2015 - Present
SunGard Financial Systems March 2013 - January 2015
Lockheed Martin Aeronautics May 2011 - March 2013
CBS Radio July 2009 - April 2011
Philadelphia Inquirer June 2008 - July 2009
Skills
Financial Analysis, Microsoft Word, Financial Reporting, Microsoft Office, Accounting, Auditing, PowerPoint, Accounts Receivable, Sarbanes-Oxley Act, General Ledger, Microsoft Excel
Education
Philadelphia University 2005 — 2009
Bachelor, Accounting
Denisa Tabaku's The PFM Group Experience April 2015 - Present
Job Payroll Intern at The PFM Group
Industry Human Resources
Experience
The PFM Group April 2015 - Present
Peirce College May 2014 - March 2015
Paul's Run July 2005 - December 2013
Skills
Microsoft Office, Microsoft Excel, Customer Service, Microsoft Word, PowerPoint, Research, Outlook, Public Speaking, Windows, Teamwork, Leadership, Strategic Planning, Time Management, Human Resources, Ceridian Payroll System, Epicor HRIS, HR, Payroll, Multi-state Payroll..., Payroll Processing, Payroll Taxes, Payroll Analysis, I-9 Compliance, I-9 audits
Education
Peirce College 2012 — 2015
Bachelor's Degree
Community College of Philadelphia 2006 — 2010
Associate's degree
The PFM Group April 2015 - Present
Peirce College May 2014 - March 2015
Paul's Run July 2005 - December 2013
Skills
Microsoft Office, Microsoft Excel, Customer Service, Microsoft Word, PowerPoint, Research, Outlook, Public Speaking, Windows, Teamwork, Leadership, Strategic Planning, Time Management, Human Resources, Ceridian Payroll System, Epicor HRIS, HR, Payroll, Multi-state Payroll..., Payroll Processing, Payroll Taxes, Payroll Analysis, I-9 Compliance, I-9 audits
Education
Peirce College 2012 — 2015
Bachelor's Degree
Community College of Philadelphia 2006 — 2010
Associate's degree
Alex Kaplan's The PFM Group Experience July 2010 - October 2012
Job Structured Finance at SolarCity
Industry Financial Services
Experience
SolarCity October 2012 - Present
The PFM Group July 2010 - October 2012
The Walt Disney Company June 2008 - August 2008
US House of Representatives June 2007 - August 2007
Skills
Microsoft Excel, Microsoft Office, VBA, Bloomberg Terminal
Education
UC Berkeley Haas School of Business 2006 — 2010
Bachelor of Business Administration (B.B.A.)
University of California, Berkeley 2006 — 2010
Business Administration
SolarCity October 2012 - Present
The PFM Group July 2010 - October 2012
The Walt Disney Company June 2008 - August 2008
US House of Representatives June 2007 - August 2007
Skills
Microsoft Excel, Microsoft Office, VBA, Bloomberg Terminal
Education
UC Berkeley Haas School of Business 2006 — 2010
Bachelor of Business Administration (B.B.A.)
University of California, Berkeley 2006 — 2010
Business Administration
Danton Ponzol's The PFM Group Experience July 2014 - Present
Job Analyst at PFM Asset Management LLC
Industry Financial Services
Experience
The PFM Group July 2014 - Present
Dun and Bradstreet June 2013 - August 2013
Education
Lafayette College 2010 — 2014
The PFM Group July 2014 - Present
Dun and Bradstreet June 2013 - August 2013
Education
Lafayette College 2010 — 2014
Alyssa Norfleet's The PFM Group Experience May 2013 - August 2014
Job Graduate Student at American University
Industry Public Relations and Communications
Experience
Evers & Company Inc. May 2015 - August 2015
American University August 2014 - May 2015
The PFM Group May 2013 - August 2014
University of Delaware August 2012 - May 2014
Serendipity Day Camp June 2007 - August 2012
Skills
Event Planning, Public Speaking, PowerPoint, Community Outreach, Microsoft Word, Microsoft Office, Staff Development, Social Networking, Facebook, Microsoft Excel, Strategic Communications, Student Development, Teamwork, Interpersonal..., Social Media, Research, InDesign, Microsoft CRM, Internal & External..., Marketing Communications, SEO, Editing, Networking, Press Releases, AP Style, Direct Mail Campaigns, Market Research, Ektron Content..., Time Management
Education
American University 2014 — 2015
Master of Arts (M.A.), Strategic Communication
University of Delaware 2010 — 2014
Bachelor of Arts (BA), Mass Communication/Media Studies, Senior
Merion Mercy Academy 2006 — 2010
Waldron Mercy Academy
Evers & Company Inc. May 2015 - August 2015
American University August 2014 - May 2015
The PFM Group May 2013 - August 2014
University of Delaware August 2012 - May 2014
Serendipity Day Camp June 2007 - August 2012
Skills
Event Planning, Public Speaking, PowerPoint, Community Outreach, Microsoft Word, Microsoft Office, Staff Development, Social Networking, Facebook, Microsoft Excel, Strategic Communications, Student Development, Teamwork, Interpersonal..., Social Media, Research, InDesign, Microsoft CRM, Internal & External..., Marketing Communications, SEO, Editing, Networking, Press Releases, AP Style, Direct Mail Campaigns, Market Research, Ektron Content..., Time Management
Education
American University 2014 — 2015
Master of Arts (M.A.), Strategic Communication
University of Delaware 2010 — 2014
Bachelor of Arts (BA), Mass Communication/Media Studies, Senior
Merion Mercy Academy 2006 — 2010
Waldron Mercy Academy
Robert Fine's The PFM Group Experience May 2000 - July 2003
Job Senior Vice President, FTN Financial
Industry Investment Banking
Experience
FTN Financial May 2015 - Present
BondFactor September 2009 - April 2015
Self Employed September 2007 - August 2009
J.P. Morgan August 2003 - August 2007
The PFM Group May 2000 - July 2003
Public Resources Advisory Group April 1999 - June 2000
EY February 1995 - February 1999
Goldman Sachs May 1989 - January 1995
Prudential Financial December 1985 - April 1989
Skills
Bonds, Fixed Income, Asset Management, Investment Banking, Financial Modeling, Risk Management, Capital Markets, Investments, Valuation, Derivatives, Securities, Finance, Financial Structuring, Structured Finance, Portfolio Management, Financial Analysis
Education
Cornell University - Johnson Graduate School of Management 1983 — 1985
Master of Business Administration (MBA), Finance
University of Iowa 1972 — 1975
Master of Arts (M.A.), Modern European History
Kenyon College 1967 — 1972
Bachelor of Arts (B.A.), History and Political Science
FTN Financial May 2015 - Present
BondFactor September 2009 - April 2015
Self Employed September 2007 - August 2009
J.P. Morgan August 2003 - August 2007
The PFM Group May 2000 - July 2003
Public Resources Advisory Group April 1999 - June 2000
EY February 1995 - February 1999
Goldman Sachs May 1989 - January 1995
Prudential Financial December 1985 - April 1989
Skills
Bonds, Fixed Income, Asset Management, Investment Banking, Financial Modeling, Risk Management, Capital Markets, Investments, Valuation, Derivatives, Securities, Finance, Financial Structuring, Structured Finance, Portfolio Management, Financial Analysis
Education
Cornell University - Johnson Graduate School of Management 1983 — 1985
Master of Business Administration (MBA), Finance
University of Iowa 1972 — 1975
Master of Arts (M.A.), Modern European History
Kenyon College 1967 — 1972
Bachelor of Arts (B.A.), History and Political Science
Brooke Roats's The PFM Group Experience June 2012 - Present
Job Associate at PFM Swap Advisors LLC
Industry Financial Services
Experience
The PFM Group June 2012 - Present
Skills
Financial Analysis, Microsoft Office, Expense Management, Travel Arrangements, Invoice Processing, Swap Monitoring &..., Bloomberg Terminal, Execution of Business..., Interest Rate Swaps, Customer Engagement, Budgets, Financial Modeling, Data Analysis, Process Improvement, Valuation, Strategic Planning
Education
Arcadia University 2008 — 2012
Bachelor of Arts (B.A.), Business Administration and Management, Emphasis in Marketing
The PFM Group June 2012 - Present
Skills
Financial Analysis, Microsoft Office, Expense Management, Travel Arrangements, Invoice Processing, Swap Monitoring &..., Bloomberg Terminal, Execution of Business..., Interest Rate Swaps, Customer Engagement, Budgets, Financial Modeling, Data Analysis, Process Improvement, Valuation, Strategic Planning
Education
Arcadia University 2008 — 2012
Bachelor of Arts (B.A.), Business Administration and Management, Emphasis in Marketing
Jordan Brandon's The PFM Group Experience June 2012 - August 2012
Job Payroll Coordinator at ATI Flat Rolled Products
Industry Accounting
Experience
ATI Flat Rolled Products March 2015 - Present
The PFM Group June 2012 - August 2012
Education
Robert Morris University 2013 — 2015
Master of Business Administration (MBA)
Indiana University of Pennsylvania 2009 — 2013
Bachelor of Science (B.S.), Accounting
ATI Flat Rolled Products March 2015 - Present
The PFM Group June 2012 - August 2012
Education
Robert Morris University 2013 — 2015
Master of Business Administration (MBA)
Indiana University of Pennsylvania 2009 — 2013
Bachelor of Science (B.S.), Accounting
Janet Salisbury's The PFM Group Experience 2003 - 2004
Job Financial Services Professional
Industry Financial Services
Experience
Xl Capital Assurance Inc 2007 - 2008
City of Oakland 2005 - 2008
The PFM Group 2003 - 2004
JPMorgan Chase & Co. 2000 - 2003
Education
University of California, Los Angeles
Bachelor's Degree, Economics, History
Xl Capital Assurance Inc 2007 - 2008
City of Oakland 2005 - 2008
The PFM Group 2003 - 2004
JPMorgan Chase & Co. 2000 - 2003
Education
University of California, Los Angeles
Bachelor's Degree, Economics, History
Deanna Kimball Yocco's The PFM Group Experience June 2015 - Present
Job Senior Analyst at The PFM Group
Industry Financial Services
Experience
The PFM Group June 2015 - Present
University of Pennsylvania August 2013 - June 2015
State of Ohio February 2012 - July 2013
Education
Northern Kentucky University 2009 — 2011
Master of Public Administration (MPA)
Xavier University 2004 — 2008
Bachelor of Arts (BA), Art History, Criticism and Conservation
The PFM Group June 2015 - Present
University of Pennsylvania August 2013 - June 2015
State of Ohio February 2012 - July 2013
Education
Northern Kentucky University 2009 — 2011
Master of Public Administration (MPA)
Xavier University 2004 — 2008
Bachelor of Arts (BA), Art History, Criticism and Conservation