The Philadelphia Group
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The Philadelphia Group Employees
Employee
Years
Job
Industry
Brian Platt, CFP® Brian Platt, CFP®'s The Philadelphia Group Experience September 2012 - Present
Job Partner at The Philadelphia Group
Industry Financial Services
Experience
The Philadelphia Group September 2012 - Present
DVFG Advisors, LLC January 1995 - September 2012
Prudential Financial January 1990 - January 1995
Skills
Estate Planning, Disability Insurance, FINRA, Securities, New Business Development, Retirement, Wealth Management, Strategic Financial..., Investment Strategies, Insurance, Risk Management, Retirement Planning, Strategic Planning, Financial Advisory, Wealth Accumulation, Finance, Series 7, 401k, Asset Allocation, Mutual Funds, Financial Planning
Education
Bucks County Community College 1982 — 1985
Culinary Arts
Rowan University 1980 — 1981
Liberal Arts
North Hunterdon HS
The Philadelphia Group September 2012 - Present
DVFG Advisors, LLC January 1995 - September 2012
Prudential Financial January 1990 - January 1995
Skills
Estate Planning, Disability Insurance, FINRA, Securities, New Business Development, Retirement, Wealth Management, Strategic Financial..., Investment Strategies, Insurance, Risk Management, Retirement Planning, Strategic Planning, Financial Advisory, Wealth Accumulation, Finance, Series 7, 401k, Asset Allocation, Mutual Funds, Financial Planning
Education
Bucks County Community College 1982 — 1985
Culinary Arts
Rowan University 1980 — 1981
Liberal Arts
North Hunterdon HS
Christopher Bronson, CFP®, AIF® Christopher Bronson, CFP®, AIF®'s The Philadelphia Group Experience November 2013 - Present
Job Certified Financial Planner® Serving Dental & Medical Professionals with Excellence! Mobile 484.686.2479
Industry Financial Services
Experience
The Philadelphia Group November 2013 - Present
Skills
Strategic Financial..., Financial Advisory, Wealth Management, Investment Advisory, Asset Allocation, Retirement, Investment Management, Pensions, Practice Management, Retirement Planning, High Net Worth..., Investments, Management Consulting, Personal Financial..., Small Business, Investment Strategies, Estate Planning, Portfolio Management, Strategy, Financial Planners, Alternative Investments, Mutual Funds, Finance, Financial Services, Wealth, Uniform Combined State..., Series 63, 401k, Asset Management, Securities, Series 65, Series 7, Series 6, Defined Contribution, Defined Benefit, Wealth Management..., FINRA, Financial Planning
Education
Rice University 1981 — 1983
BA, Managerial Studies
The Citadel 1979 — 1981
English Major
The Philadelphia Group November 2013 - Present
Skills
Strategic Financial..., Financial Advisory, Wealth Management, Investment Advisory, Asset Allocation, Retirement, Investment Management, Pensions, Practice Management, Retirement Planning, High Net Worth..., Investments, Management Consulting, Personal Financial..., Small Business, Investment Strategies, Estate Planning, Portfolio Management, Strategy, Financial Planners, Alternative Investments, Mutual Funds, Finance, Financial Services, Wealth, Uniform Combined State..., Series 63, 401k, Asset Management, Securities, Series 65, Series 7, Series 6, Defined Contribution, Defined Benefit, Wealth Management..., FINRA, Financial Planning
Education
Rice University 1981 — 1983
BA, Managerial Studies
The Citadel 1979 — 1981
English Major
Michael McDermott, CFP®, AIF® Michael McDermott, CFP®, AIF®'s The Philadelphia Group Experience November 2004 - Present
Job Founding Partner, The Philadelphia Group
Industry Financial Services
Experience
The Philadelphia Group November 2004 - Present
Education
Saint Joseph's University 1993 — 1997
Finance
The Philadelphia Group November 2004 - Present
Education
Saint Joseph's University 1993 — 1997
Finance
Kevin McDermott, CFP®AIF® Kevin McDermott, CFP®AIF®'s The Philadelphia Group Experience November 2004 - Present
Job Founding Partner, The Philadelphia Group Wealth Management
Industry Financial Services
Experience
The Philadelphia Group November 2004 - Present
Key Advisors Group January 2001 - October 2004
Skills
Wealth Management..., Retirement Planning, 401k, Retirement Plan..., Life Insurance
Education
Saint Joseph's University 1995 — 1999
Haverford Senior High School
The Philadelphia Group November 2004 - Present
Key Advisors Group January 2001 - October 2004
Skills
Wealth Management..., Retirement Planning, 401k, Retirement Plan..., Life Insurance
Education
Saint Joseph's University 1995 — 1999
Haverford Senior High School
Shane P. Smith CFP®, ChFC ®, LUTCF Shane P. Smith CFP®, ChFC ®, LUTCF's The Philadelphia Group Experience October 2010 - Present
Job Partner at The Philadelphia Group
Industry Financial Services
Experience
The Philadelphia Group October 2010 - Present
MetLife November 2003 - October 2010
Valley Forge Machinery September 1994 - October 2003
Education
Cornell University 1989 — 1993
BS, Civil & Environmental Engineering
The Philadelphia Group October 2010 - Present
MetLife November 2003 - October 2010
Valley Forge Machinery September 1994 - October 2003
Education
Cornell University 1989 — 1993
BS, Civil & Environmental Engineering
Daniel Morse Daniel Morse's The Philadelphia Group Experience August 2010 - Present
Job The Philadelphia Group
Industry Financial Services
Experience
The Philadelphia Group August 2010 - Present
Fisher & Morse Wealth Management August 2008 - August 2010
Whipple & Associates/ Mass Mutual April 2007 - August 2008
Education
Stockton University 2002 — 2006
Business Marketing, Finance, Marketing, and Management
The Philadelphia Group August 2010 - Present
Fisher & Morse Wealth Management August 2008 - August 2010
Whipple & Associates/ Mass Mutual April 2007 - August 2008
Education
Stockton University 2002 — 2006
Business Marketing, Finance, Marketing, and Management
Joe Elliott, CFP®, AIF® Joe Elliott, CFP®, AIF®'s The Philadelphia Group Experience November 2004 - Present
Job Managing Partner at The Philadelphia Group
Industry Financial Services
Experience
The Philadelphia Group November 2004 - Present
Key Advisors Group 2001 - 2004
CFG 1995 - 2001
CFG 1995 - 2001
Skills
401k, Retirement Planning, Executive Benefit..., Private Wealth..., Deferred Compensation, Employee Benefits, Visionary, Investments
Education
The American College 2005 — 2007
CFP, Financial Planning
James Madison University 1991 — 1995
BBA, Finance
The Philadelphia Group November 2004 - Present
Key Advisors Group 2001 - 2004
CFG 1995 - 2001
CFG 1995 - 2001
Skills
401k, Retirement Planning, Executive Benefit..., Private Wealth..., Deferred Compensation, Employee Benefits, Visionary, Investments
Education
The American College 2005 — 2007
CFP, Financial Planning
James Madison University 1991 — 1995
BBA, Finance
Jordan C Norley, CFS®, AIF® Jordan C Norley, CFS®, AIF®'s The Philadelphia Group Experience January 2011 - Present
Job Partner / Retirement Plan Specialist
Industry Financial Services
Experience
The Plan Advocate® January 2013 - Present
The Philadelphia Group January 2011 - Present
Borough of West Chester January 2012 - Present
AXA Advisors December 2005 - May 2009
American Express October 2003 - August 2005
Skills
401k, Wealth Management, Retirement Planning, Retirement, Strategic Financial..., Investments, Public Speaking, Financial Services, Employee Benefits, Deferred Compensation, Insurance, Finance, Management, Estate Planning, Presidency, Pensions, Leadership, Executive Benefit..., Executive Management, Relationship Management, Financial Planning
Education
Foundation for Fiduciary Studies 2011 — 2011
AIF®, Fiduciary Studies
Institute of Business and Finance 2004 — 2004
CFS®, Mutual Funds
Penn State University 1998 — 2003
B.S., Management Science & Information Systems, International Business
Victoria University of Wellington 2002 — 2002
B.S., International Business, Economics, Photography
The Plan Advocate® January 2013 - Present
The Philadelphia Group January 2011 - Present
Borough of West Chester January 2012 - Present
AXA Advisors December 2005 - May 2009
American Express October 2003 - August 2005
Skills
401k, Wealth Management, Retirement Planning, Retirement, Strategic Financial..., Investments, Public Speaking, Financial Services, Employee Benefits, Deferred Compensation, Insurance, Finance, Management, Estate Planning, Presidency, Pensions, Leadership, Executive Benefit..., Executive Management, Relationship Management, Financial Planning
Education
Foundation for Fiduciary Studies 2011 — 2011
AIF®, Fiduciary Studies
Institute of Business and Finance 2004 — 2004
CFS®, Mutual Funds
Penn State University 1998 — 2003
B.S., Management Science & Information Systems, International Business
Victoria University of Wellington 2002 — 2002
B.S., International Business, Economics, Photography
Joe Lapps Joe Lapps's The Philadelphia Group Experience October 2011 - Present
Job Partner / Retirement Specialist at The Philadelphia Group
Industry Financial Services
Experience
The Plan Advocate January 2013 - Present
The Philadelphia Group October 2011 - Present
Morgan Stanley Smith Barney March 1988 - October 2011
Skills
401k, Retirement Plan..., Retirement, Employee Benefits, Retirement Planning, Investments, Financial Services, Deferred Compensation, Strategic Financial...
Education
Foundation for Fiduciary Studies 2012 — 2012
AIF®
College for Financial Planning 2002 — 2002
CRPS®
Penn State University 1972 — 1977
BSCE, Civil Engineering
The Plan Advocate January 2013 - Present
The Philadelphia Group October 2011 - Present
Morgan Stanley Smith Barney March 1988 - October 2011
Skills
401k, Retirement Plan..., Retirement, Employee Benefits, Retirement Planning, Investments, Financial Services, Deferred Compensation, Strategic Financial...
Education
Foundation for Fiduciary Studies 2012 — 2012
AIF®
College for Financial Planning 2002 — 2002
CRPS®
Penn State University 1972 — 1977
BSCE, Civil Engineering
Douglas J. Sweeney, CRPC® Douglas J. Sweeney, CRPC®'s The Philadelphia Group Experience December 2010 - Present
Job Partner at The Philadelphia Group Wealth Management
Industry Financial Services
Experience
The Philadelphia Group December 2010 - Present
Wells Fargo Advisors February 2006 - December 2010
PNC Investments January 1998 - February 2006
Morgan Stanley October 1996 - January 1998
Vanguard October 1995 - October 1996
U.S. Congress, Congressman F. James Sensenbrenner September 1993 - October 1995
Skills
Estate Planning, Financial Planning, Retirement Planning, Series 7, Wealth Management, Investments, Asset Management, Portfolio Management, Asset Allocation, Insurance, Mutual Funds, Long Term Care, Retirement Income..., Annuities, 401k, Financial Advisory
Education
College for Financial Planning 2010 — 2011
CRPC
Villanova University 1989 — 1993
BA, Political Science
The Philadelphia Group December 2010 - Present
Wells Fargo Advisors February 2006 - December 2010
PNC Investments January 1998 - February 2006
Morgan Stanley October 1996 - January 1998
Vanguard October 1995 - October 1996
U.S. Congress, Congressman F. James Sensenbrenner September 1993 - October 1995
Skills
Estate Planning, Financial Planning, Retirement Planning, Series 7, Wealth Management, Investments, Asset Management, Portfolio Management, Asset Allocation, Insurance, Mutual Funds, Long Term Care, Retirement Income..., Annuities, 401k, Financial Advisory
Education
College for Financial Planning 2010 — 2011
CRPC
Villanova University 1989 — 1993
BA, Political Science
Tom Corcimiglia's The Philadelphia Group Experience May 2009 - Present
Job Certified Financial Planner™ at The Philadelphia Group (610) 308 6567
Industry Financial Services
Experience
The Philadelphia Group May 2009 - Present
Vanguard and Merrill Lynch 1997 - 2009
Skills
Retirement Planning, Investments, 401k, Securities, Insurance, Financial Planners, Wealth Management, Estate Planning, Retirement, Asset Allocation, Mutual Funds, Asset Management, Series 7, Strategic Financial..., Portfolio Management, Financial Advisory, Financial Analysis, Fixed Annuities, Investment Advisory, Life Insurance
Education
Pennsylvania State University-Great Valley Graduate Center 1999 — 2001
MBA
State University of New York College at Plattsburgh 1988 — 1992
Bachelor of Science
The Philadelphia Group May 2009 - Present
Vanguard and Merrill Lynch 1997 - 2009
Skills
Retirement Planning, Investments, 401k, Securities, Insurance, Financial Planners, Wealth Management, Estate Planning, Retirement, Asset Allocation, Mutual Funds, Asset Management, Series 7, Strategic Financial..., Portfolio Management, Financial Advisory, Financial Analysis, Fixed Annuities, Investment Advisory, Life Insurance
Education
Pennsylvania State University-Great Valley Graduate Center 1999 — 2001
MBA
State University of New York College at Plattsburgh 1988 — 1992
Bachelor of Science
Peter Grassi Peter Grassi's The Philadelphia Group Experience August 2013 - Present
Job Partner, Financial Advisor at The Philadelphia Group
Industry Financial Services
Experience
The Philadelphia Group August 2013 - Present
Creative Financial Group August 1998 - August 2013
Quest Diagnostics June 1994 - August 1998
Skills
Investment Advisory..., Retirement, Retirement Planning, Securities, Wealth Management, Disability Insurance, FINRA, Finance, Financial Planners, Series 6, Series 63, Portfolio Management, Investment Strategies, Series 7, Investment Advisory, Wealth Management..., ETFs, Wealth Accumulation
Education
Thomas Jefferson University 1992 — 1994
Bachelor of Science
Bloomsburg University of Pennsylvania 1990 — 1992
The Philadelphia Group August 2013 - Present
Creative Financial Group August 1998 - August 2013
Quest Diagnostics June 1994 - August 1998
Skills
Investment Advisory..., Retirement, Retirement Planning, Securities, Wealth Management, Disability Insurance, FINRA, Finance, Financial Planners, Series 6, Series 63, Portfolio Management, Investment Strategies, Series 7, Investment Advisory, Wealth Management..., ETFs, Wealth Accumulation
Education
Thomas Jefferson University 1992 — 1994
Bachelor of Science
Bloomsburg University of Pennsylvania 1990 — 1992
Molly Kane Molly Kane's The Philadelphia Group Experience May 2014 - August 2014
Job Acceleration to Financial Professional Program at Vanguard
Industry Financial Services
Experience
Vanguard August 2015 - Present
The Philadelphia Group May 2014 - August 2014
Skills
Portfolio Management, Investments, Strategic Financial..., Financial Analysis, Research
Education
Bucknell University 2011 — 2015
Bachelor's Degree, Accounting and Finance
Conestoga High School 2007 — 2011
High School
Vanguard August 2015 - Present
The Philadelphia Group May 2014 - August 2014
Skills
Portfolio Management, Investments, Strategic Financial..., Financial Analysis, Research
Education
Bucknell University 2011 — 2015
Bachelor's Degree, Accounting and Finance
Conestoga High School 2007 — 2011
High School
Christopher Boyajian's The Philadelphia Group Experience June 2015 - August 2015
Job Intern at Convergent Wealth Advisors
Industry Financial Services
Experience
Convergent Wealth Advisors September 2015 - Present
The Philadelphia Group June 2015 - August 2015
U.S. House of Representatives May 2013 - August 2013
Junior State of America July 2011 - June 2012
Skills
Research, Public Speaking, Politics, Leadership, Event Planning, Economics, Government, Fundraising, Political Campaigns, Public Policy, Finance, Financial Modeling, Microsoft Excel, Tableau, Microsoft Word, Financial Analysis, Forecasting, Policy Analysis
Education
Hillsdale College 2012 — 2015
Bachelor’s Degree, Finance, General, 3.63 major GPA, 3.41 cumulative GPA
University of Pennsylvania - The Wharton School
Convergent Wealth Advisors September 2015 - Present
The Philadelphia Group June 2015 - August 2015
U.S. House of Representatives May 2013 - August 2013
Junior State of America July 2011 - June 2012
Skills
Research, Public Speaking, Politics, Leadership, Event Planning, Economics, Government, Fundraising, Political Campaigns, Public Policy, Finance, Financial Modeling, Microsoft Excel, Tableau, Microsoft Word, Financial Analysis, Forecasting, Policy Analysis
Education
Hillsdale College 2012 — 2015
Bachelor’s Degree, Finance, General, 3.63 major GPA, 3.41 cumulative GPA
University of Pennsylvania - The Wharton School
Jennifer Radano Jennifer Radano's The Philadelphia Group Experience October 2014 - Present
Job Director of Operations at The Philadelphia Group
Industry Financial Services
Experience
The Philadelphia Group October 2014 - Present
SEI November 2013 - October 2014
BNY Mellon October 2007 - March 2011
Delaware Investments September 2006 - September 2007
Delaware Investments January 1998 - September 2006
Delaware Investments February 1996 - January 1998
Psychiatric Care Associates August 1994 - February 1996
Skills
Financial Reporting, Account Reconciliation, Finance, Fund Accounting, Treasury, Training
Education
La Salle University 2005 — 2008
MBA with concentration in Management
Holy Family University 1990 — 1994
Bachelor of Arts Degree in Accounting
The Philadelphia Group October 2014 - Present
SEI November 2013 - October 2014
BNY Mellon October 2007 - March 2011
Delaware Investments September 2006 - September 2007
Delaware Investments January 1998 - September 2006
Delaware Investments February 1996 - January 1998
Psychiatric Care Associates August 1994 - February 1996
Skills
Financial Reporting, Account Reconciliation, Finance, Fund Accounting, Treasury, Training
Education
La Salle University 2005 — 2008
MBA with concentration in Management
Holy Family University 1990 — 1994
Bachelor of Arts Degree in Accounting
Dayna Abbott's The Philadelphia Group Experience February 2013 - July 2014
Job Marketing & Client Management Professional
Industry Information Technology and Services
Experience
Virtual Forge Inc November 2014 - Present
Hot Box Yoga September 2013 - Present
The Philadelphia Group February 2013 - July 2014
American Advertising Services June 2012 - February 2013
PLS Logistics Services January 2012 - May 2012
Pittsburgh Quarterly Magazine September 2011 - December 2011
Pittsburgh Penguins July 2009 - July 2011
Skills
Marketing Research, Social Media, Marketing Communications, Adobe Creative Suite, Adobe Acrobat, Adobe photoshop, Constant Contact, CAD, Salesforce Administrator, Meeting Planning, B2B Marketing, Market Research, Management, CRM, Marketing, Photoshop, Microsoft Excel
Education
Duquesne University 2009 — 2012
Bachelor's degree, Marketing
Duquesne University 2009 — 2012
Virtual Forge Inc November 2014 - Present
Hot Box Yoga September 2013 - Present
The Philadelphia Group February 2013 - July 2014
American Advertising Services June 2012 - February 2013
PLS Logistics Services January 2012 - May 2012
Pittsburgh Quarterly Magazine September 2011 - December 2011
Pittsburgh Penguins July 2009 - July 2011
Skills
Marketing Research, Social Media, Marketing Communications, Adobe Creative Suite, Adobe Acrobat, Adobe photoshop, Constant Contact, CAD, Salesforce Administrator, Meeting Planning, B2B Marketing, Market Research, Management, CRM, Marketing, Photoshop, Microsoft Excel
Education
Duquesne University 2009 — 2012
Bachelor's degree, Marketing
Duquesne University 2009 — 2012
Leigh Ann (Leigh Ann Shmidheiser) Moore Leigh Ann (Leigh Ann Shmidheiser) Moore's The Philadelphia Group Experience June 2014 - Present
Job Executive Assistant at The Philadelphia Group
Industry Financial Services
Experience
The Philadelphia Group June 2014 - Present
Commonwealth Trust Company June 2013 - June 2014
Kaolin Mushroom Farms, Inc. July 2011 - November 2012
Robert Half Finance & Accounting January 2012 - April 2012
Robert Half Finance & Accounting January 2010 - July 2011
Mercer Advisors May 2008 - July 2009
Belfint, Lyons & Shuman, P.A. January 2006 - May 2006
Turner Investments, L.P. September 2005 - December 2005
Skills
PowerPoint, Management, Taxation of Trusts, Customer Service, Microsoft Excel, Microsoft Office, Finance, Accounting, Tax, Wealth Management, Financial Services, Securities, Payroll, Investment Advisory, Account Reconciliation, QuickBooks, Financial Analysis, Accounts Payable, Consulting, Financial Planning, Financial Accounting, Financial Reporting, Portfolio Management, Retirement Planning, Investments, Mutual Funds, Asset Management, Insurance, Retirement, Estate Planning, 401k, Financial Advisory, Employee Benefits, Asset Allocation, Leadership, Risk Management, Strategic Planning
Education
Delaware County Community College 2014 — 2015
Certificate, Human Resource Management
Widener University 2007 — 2009
Master of Science (M.S.), Taxation and Financial Planning, 3.00
Widener University 2004 — 2007
Bachelor's Degree in Business Administration, Accounting, 3.5 GPA
Widener University 2004 — 2007
Bachelor of Arts (B.A.), Spanish Language and Literature, 3.5 GPA
The Philadelphia Group June 2014 - Present
Commonwealth Trust Company June 2013 - June 2014
Kaolin Mushroom Farms, Inc. July 2011 - November 2012
Robert Half Finance & Accounting January 2012 - April 2012
Robert Half Finance & Accounting January 2010 - July 2011
Mercer Advisors May 2008 - July 2009
Belfint, Lyons & Shuman, P.A. January 2006 - May 2006
Turner Investments, L.P. September 2005 - December 2005
Skills
PowerPoint, Management, Taxation of Trusts, Customer Service, Microsoft Excel, Microsoft Office, Finance, Accounting, Tax, Wealth Management, Financial Services, Securities, Payroll, Investment Advisory, Account Reconciliation, QuickBooks, Financial Analysis, Accounts Payable, Consulting, Financial Planning, Financial Accounting, Financial Reporting, Portfolio Management, Retirement Planning, Investments, Mutual Funds, Asset Management, Insurance, Retirement, Estate Planning, 401k, Financial Advisory, Employee Benefits, Asset Allocation, Leadership, Risk Management, Strategic Planning
Education
Delaware County Community College 2014 — 2015
Certificate, Human Resource Management
Widener University 2007 — 2009
Master of Science (M.S.), Taxation and Financial Planning, 3.00
Widener University 2004 — 2007
Bachelor's Degree in Business Administration, Accounting, 3.5 GPA
Widener University 2004 — 2007
Bachelor of Arts (B.A.), Spanish Language and Literature, 3.5 GPA
Joe McQuaid's The Philadelphia Group Experience June 2011 - December 2011
Job Regional Vice President at Guggenheim Investments
Industry Financial Services
Experience
Guggenheim Investments October 2012 - Present
JM Educational Services December 2011 - November 2012
The Philadelphia Group June 2011 - December 2011
New York Life/Mainstay Investments April 2002 - April 2011
Mainstay Investments April 2002 - April 2011
JW Seligman January 2000 - April 2002
Prudential Securities January 1999 - January 2000
Skills
Mutual Funds, Alternative Investments, Series 7, Strategic Financial..., Asset Allocation, Investments, Sales, Portfolio Management, Leadership, 401k, Retirement Planning, Retirement, Asset Managment, Integrated Marketing, Series 63, Management, ETFs, Fixed Annuities, Investment Strategies, Uniform Combined State..., Wealth Management, Asset Management
Education
New York University
Guggenheim Investments October 2012 - Present
JM Educational Services December 2011 - November 2012
The Philadelphia Group June 2011 - December 2011
New York Life/Mainstay Investments April 2002 - April 2011
Mainstay Investments April 2002 - April 2011
JW Seligman January 2000 - April 2002
Prudential Securities January 1999 - January 2000
Skills
Mutual Funds, Alternative Investments, Series 7, Strategic Financial..., Asset Allocation, Investments, Sales, Portfolio Management, Leadership, 401k, Retirement Planning, Retirement, Asset Managment, Integrated Marketing, Series 63, Management, ETFs, Fixed Annuities, Investment Strategies, Uniform Combined State..., Wealth Management, Asset Management
Education
New York University
Mary Ellen Warrender Mary Ellen Warrender's The Philadelphia Group Experience June 2015 - Present
Job Executive Assistant at The Philadelphia Group
Industry Financial Services
Experience
The Philadelphia Group June 2015 - Present
CAbi, Carol Anderson by invitation August 2005 - June 2015
Skills
Marketing, Marketing Communications, Account Management, Merchandising, Styling, Management, Wardrobe, Fashion, Sales, Trend Analysis, Apparel, Social Networking, Public Relations, Advertising, Customer Service, Public Speaking, Event Planning, Event Management, Social Media, New Business Development, Recruiting, Team Building, Healthcare, Sales Management, Coaching, Visual Merchandising, Retail, Marketing Strategy, Strategic Planning, Microsoft Office, Social Media Marketing, Process Improvement, Leadership
Education
King's College
BS in Business Administration, Business Administration and Management, General
The Philadelphia Group June 2015 - Present
CAbi, Carol Anderson by invitation August 2005 - June 2015
Skills
Marketing, Marketing Communications, Account Management, Merchandising, Styling, Management, Wardrobe, Fashion, Sales, Trend Analysis, Apparel, Social Networking, Public Relations, Advertising, Customer Service, Public Speaking, Event Planning, Event Management, Social Media, New Business Development, Recruiting, Team Building, Healthcare, Sales Management, Coaching, Visual Merchandising, Retail, Marketing Strategy, Strategic Planning, Microsoft Office, Social Media Marketing, Process Improvement, Leadership
Education
King's College
BS in Business Administration, Business Administration and Management, General
Brenton Stransky's The Philadelphia Group Experience December 2013 - Present
Job Partner at The Philadelphia Group
Industry Financial Services
Experience
The Philadelphia Group December 2013 - Present
LPL Financial 2012 - 2014
LPL Financial 2012 - 2014
National Penn Investment Services 2006 - December 2013
Skills
Investments, Financial Services, Securities, Finance, Insurance, Marketing, Portfolio Management, Financial Analysis, Risk Management, Financial Modeling, Mutual Funds
Education
NYU Stern School of Business 2012 — 2015
Master of Business Administration (MBA), Finance and Economics
Susquehanna University 1999 — 2003
BS, International Business
The Philadelphia Group December 2013 - Present
LPL Financial 2012 - 2014
LPL Financial 2012 - 2014
National Penn Investment Services 2006 - December 2013
Skills
Investments, Financial Services, Securities, Finance, Insurance, Marketing, Portfolio Management, Financial Analysis, Risk Management, Financial Modeling, Mutual Funds
Education
NYU Stern School of Business 2012 — 2015
Master of Business Administration (MBA), Finance and Economics
Susquehanna University 1999 — 2003
BS, International Business
Donna Cade's The Philadelphia Group Experience October 2008 - Present
Job Executive Assistant at The Philadelphia Group
Industry Financial Services
Experience
The Philadelphia Group October 2008 - Present
Reliance Insurance 1983 - 1996
Reliance Insurance 1983 - 1996
Skills
Insurance, Microsoft Excel, PowerPoint, Underwriting, Microsoft Word, Human Resources, Microsoft Office, Customer Service
Education
Alvernia University 2010 — 2014
Master's degree, Community Counseling
The Philadelphia Group October 2008 - Present
Reliance Insurance 1983 - 1996
Reliance Insurance 1983 - 1996
Skills
Insurance, Microsoft Excel, PowerPoint, Underwriting, Microsoft Word, Human Resources, Microsoft Office, Customer Service
Education
Alvernia University 2010 — 2014
Master's degree, Community Counseling
Jane Williamson Norley's The Philadelphia Group Experience February 2014 - Present
Job The Plan Advocate @ The Philadelphia Group
Industry Financial Services
Experience
The Plan Advocate at The Philadelphia Group February 2014 - Present
The Philadelphia Group February 2014 - Present
Create A Scene, Inc. October 2011 - February 2014
Dreamline Services October 2007 - February 2014
Daily Local News March 2010 - March 2013
Home Works Design & Supply January 2001 - October 2007
Taylor Design Studio May 1990 - January 2001
Skills
Interior Design, Space planning, Social Media Marketing, Blogging, Marketing, Financial Services, Marketing Communications, Client Relationship..., 401k, Retirement Plan..., QuickBooks, Team Management, Solution Implementation, Office Management, CRM, Executive Management, Furnishings, Copy Editing, Social Media, Management, Painting, Fine Art, Content Marketing, Event Planning, Human Resource...
Education
The University of Georgia
Bachelor's Degree, Fine Arts
The Plan Advocate at The Philadelphia Group February 2014 - Present
The Philadelphia Group February 2014 - Present
Create A Scene, Inc. October 2011 - February 2014
Dreamline Services October 2007 - February 2014
Daily Local News March 2010 - March 2013
Home Works Design & Supply January 2001 - October 2007
Taylor Design Studio May 1990 - January 2001
Skills
Interior Design, Space planning, Social Media Marketing, Blogging, Marketing, Financial Services, Marketing Communications, Client Relationship..., 401k, Retirement Plan..., QuickBooks, Team Management, Solution Implementation, Office Management, CRM, Executive Management, Furnishings, Copy Editing, Social Media, Management, Painting, Fine Art, Content Marketing, Event Planning, Human Resource...
Education
The University of Georgia
Bachelor's Degree, Fine Arts
Richard Rosati's The Philadelphia Group Experience August 2013 - April 2014
Job Business Analyst at Philidor Rx Services
Industry Financial Services
Experience
The Philadelphia Group August 2013 - April 2014
Independence Blue Cross June 2011 - August 2011
Boston College October 2010 - May 2011
TMG Health 2010 - 2010
Skills
Microsoft Excel, Microsoft Office, Dinosaurs, Databases, Microsoft Word, Data Analysis, PowerPoint, Olive Oil, Event Planning, Public Speaking, Facebook, Leadership, Customer Service
Education
Boston College 2009 — 2013
Bachelor's degree, Finance
The Philadelphia Group August 2013 - April 2014
Independence Blue Cross June 2011 - August 2011
Boston College October 2010 - May 2011
TMG Health 2010 - 2010
Skills
Microsoft Excel, Microsoft Office, Dinosaurs, Databases, Microsoft Word, Data Analysis, PowerPoint, Olive Oil, Event Planning, Public Speaking, Facebook, Leadership, Customer Service
Education
Boston College 2009 — 2013
Bachelor's degree, Finance
Geremy Connor's The Philadelphia Group Experience September 2013 - Present
Job Chief Investment Officer, The Philadelphia Group
Industry Financial Services
Experience
The Philadelphia Group September 2013 - Present
Attalus Capital June 2005 - December 2012
NERA Economic Consulting 2001 - 2003
Credit Suisse 1999 - 2001
Skills
Alternative Investments, Hedge Funds, Fixed Income, Fund Of Funds, Equities, Private Equity, Asset Management, Equity Research, Valuation, Investments, Portfolio Management, Investment Banking, Bloomberg, Financial Modeling, Emerging Markets, Asset Allocation, Options, Derivatives, Capital Markets, Financial Markets, Trading, Investment Strategies, Quantitative Analytics, Wealth Management, Series 7
Education
Harvard Business School 2003 — 2005
MBA
Princeton University 1995 — 1999
AB, Economics
The Philadelphia Group September 2013 - Present
Attalus Capital June 2005 - December 2012
NERA Economic Consulting 2001 - 2003
Credit Suisse 1999 - 2001
Skills
Alternative Investments, Hedge Funds, Fixed Income, Fund Of Funds, Equities, Private Equity, Asset Management, Equity Research, Valuation, Investments, Portfolio Management, Investment Banking, Bloomberg, Financial Modeling, Emerging Markets, Asset Allocation, Options, Derivatives, Capital Markets, Financial Markets, Trading, Investment Strategies, Quantitative Analytics, Wealth Management, Series 7
Education
Harvard Business School 2003 — 2005
MBA
Princeton University 1995 — 1999
AB, Economics