Trinity Financial Partners
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Trinity Financial Partners Employees
PrimePay February 2015 - Present
PrimePay October 2013 - February 2015
PrimePay February 2013 - October 2013
PrimePay November 2011 - October 2013
PrimePay February 2011 - November 2011
Radnor Benefits Group March 2009 - February 2011
Trade Up 1031, Inc. August 2007 - January 2009
Trinity Financial Partners May 2003 - August 2007
Skills
Leadership, Marketing, Strategic Partnerships, Employee Benefits, Product Management, Management, Sales, Product Marketing, Brand Development, Product Development, Salesforce.com, Customer Service, Insurance, Account Management, Budgets, Small Business, Executive Management, Sales Presentations, Training, Sales Management, Human Resources, Program Management, Channel Partners, Health Insurance, COBRA, Coaching, Channel Sales, Channel Strategy, Customer Relations, Change Management, Channel Optimization, Culture Change, MBTI, Enneagram
Education
Penn State University 1997 — 2001
BS, Hotel, Restaurant & Institutional Management
Crowe Horwath LLP October 2014 - Present
Fisher College of Business August 2013 - May 2014
GlaxoSmithKline May 2012 - August 2012
Trinity Financial Partners March 2011 - May 2011
Skills
Accounting, Teamwork, Teaching, Time Management, Research, Leadership, Data Analysis, Public Speaking, Higher Education, Critical Thinking
Education
The Ohio State University - The Max M. Fisher College of Business 2013 — 2014
Master's Degree, Accounting
Eastern University 2009 — 2013
Bachelor's Degree, Accounting and Finance, summa cum laude
Fairway Independent Mortgage Corporation 2006 - June 2014
MortgageTree Lending 2001 - 2006
Trinity Financial Partners 1998 - 2002
Pacific Advisors 1996 - 1998
Skills
Mortgage Lending, Refinance, FHA, Credit, Real Estate, Strategic Financial..., Loan Origination, Loans, Management, Investment Properties, Certified Mortgage..., Financial Analysis, USDA, Finance, Reverse Mortgages, Mortgage Banking, Asset Management, Real Estate Financing, Underwriting, Residential Mortgages, Funding, Financial Structuring, FHA financing, Referrals, VA loans, FHA Financing
Education
Azusa Pacific University 1990 — 1994
Pre-Med, Business
Professional Designations / Additional Studies
Trinity Financial Partners 1990 - Present
Partners CAP Forum 2010 - 2010
MicroEnsure 2007 - 2010
Church of the Saviour 1986 - 2010
Alliance for Confessing Evang. 1997 - 2000
US Navy 1970 - 1979
Skills
Estate Planning, Strategic Financial..., Investments, Insurance, Financial Analysis, Financial Planners, Financial Advisory, Fundraising, Financial Services, Life Insurance, Securities, Finance, Wealth Management..., Retirement Planning, Wealth, Wealth Management, Retirement
Education
The American College
Master of Science, Finanical Services
University of Pennsylvania - The Wharton School
BS, Finance
Stratus Financial Partners 2011 - Present
Trinity Financial Partners 2006 - 2011
Prudential Financial 1973 - 2006
Skills
Insurance..., Charitable Gifts of..., Estate Planning, Business Planning..., Financial Services, Strategic Financial..., Small Business, Risk Management, Business Planning, Disability Insurance, Fixed Annuities, Insurance, Life Insurance, Financial Advisory
Education
State University of New York at Buffalo 1971 — 1973
Bachelor's degree, Political Science and Government
The American College
Chartered Life Underwriter
The American College
Chartered Financial Consultant
Ohio University August 2015 - Present
Florida State University June 2011 - May 2015
Villanova University May 2010 - May 2011
Chatham Financial May 2008 - August 2008
Trinity Financial Partners May 2007 - July 2007
Skills
Financial Analysis, Microsoft Excel, Public Speaking, Data Analysis, Stata, SAS programming, Writing, University Teaching, Finance, Analysis, Research, Statistics, Financial Modeling
Education
Florida State University 2011 — 2015
Doctor of Philosophy (Ph.D.), Finance
Villanova University 2005 — 2011
M.S. Finance, B.S. Business Administration (Finance), B.S. Economics
UPMC May 2015 - Present
UPMC September 2014 - May 2015
American Bible Society June 2014 - August 2014
Wegmans Food Markets June 2010 - May 2014
Trinity Financial Partners July 2013 - August 2013
Wegmans Food Markets May 2011 - August 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Social Media, Strategic Planning
Education
Grove City College 2010 — 2014
Bachelor of Science (BS), Business Management
BlackRock July 2015 - Present
Jefferies LLC May 2014 - August 2014
Stone + McCarthy Research Associates May 2013 - August 2013
University of Richmond Athletics January 2012 - July 2013
Trinity Financial Partners May 2011 - August 2011
Skills
Microsoft Excel, PowerPoint, Bloomberg, Financial Analysis, Financial Modeling, Financial Markets, Investments
Education
University of Richmond 2011 — 2015
Bachelor of Science (BS), Finance, General
The Haverford School 2007 — 2011
Trinity Financial Partners June 2015 - Present
Merrill Lynch 2005 - June 2015
Skills
Financial Planning, Private Wealth..., Portfolio Management, Retirement Planning, Estate Planning, Retirement Income..., Risk Management, Strategic Financial..., Retirement, Mutual Funds, Wealth Management, Finance, Wealth Management..., Small Business, Series 7, Investments, Securities, Public Speaking, Leadership, Management
Education
Calvin College
BA, History, Archaeology
Trinity Capital Management, LLC January 2006 - Present
Trinity Financial Partners January 2004 - April 2013
Education
Westmont College 1988 — 1992
Gordon College 1990 — 1990
American Red Cross January 2015 - Present
American Red Cross, Southeastern Pennsylvania March 2013 - January 2015
American Red Cross, Southeastern Pennsylvania August 2010 - March 2013
Trinity Financial Partners August 2007 - July 2010
Philadelphia Orchestra Association August 2001 - February 2007
Skills
Stewardship, Philanthropy, Fundraising, Volunteer Management, Annual Giving, Prospect Research, Planned Giving, Nonprofits, Non-profit..., Grants, Grant Writing, Board Development, Program Development, Fundraisers, Community Outreach
Education
Temple University - James E. Beasley School of Law 1998 — 2001
JD, Law
Dickinson College 1994 — 1998
B.A., Music and History
HostMySite August 2014 - Present
1&1 Internet, Inc. October 2011 - August 2014
Trinity Financial Partners November 2010 - July 2011
Scharf Group, LLC May 2007 - December 2010
Skills
Morningstar, Financial Planning, PowerPoint, Excel, Word, Supervising, Call Center, Microsoft Word, Call Centers, Microsoft Excel, Strategic Financial..., Data Entry, Microsoft Office, Customer Satisfaction, Customer Service, WordPress, Leadership, Team Leadership, Time Management, Access, Sales, Forecasting, Marketing, Human Resources, Management, Social Media, Customer Retention, Recruiting, Teamwork, Account Management
Education
Delaware County Community College 2003 — 2007
Accounting
Springfield High School
Trinity Capital Management July 2013 - Present
Trinity Financial Partners July 2012 - June 2013
Applied Financial Planning Inc February 2009 - July 2012
Teledyne Scientific and Imaging June 2008 - August 2008
EVFree Church of the Conejo Valley December 2006 - January 2007
EVFree Church of the Conejo Valley September 2005 - August 2006
Skills
Customer Service, Microsoft Excel, Microsoft Office, Accounting, Strategic Planning, Program Management, PowerPoint, Individualization, Research, Event Planning, Microsoft Word, Social Media, Budgets, Financial Planners, Leadership, Management, Strategic Financial...
Education
Biola University 2006 — 2010
Bachelor, Science Business Administration; Business Management
Biola University Crowell School of Business 2006 — 2010
Bachelor of Science (BS), Business Administration and Management, General
Trinity Financial Partners October 2011 - Present
Trinity Financial Partners May 2009 - January 2012
Active Ride Shop 1999 - 2009
Education
California State Polytechnic University-Pomona 1998 — 2002
BA, Accounting
UCSD 1997 — 1998
Bio-Engineering
Trinity Financial Partners May 2005 - Present
Pro's Ranch Markets May 2004 - May 2005
Tam's Produce February 2001 - May 2004
Skills
QuickBooks, Microsoft Word, Microsoft Excel, Access, Outlook, Quicken, PDF Creator, Databases, Web Design, Live Sound, PowerPoint, Accounting, Non-profit..., Bookkeeping, Accounts Payable, Accounts Receivable
Education
University of La Verne 2012 — 2014
Bachelor's Degree, Business Administration and Management, General
Trinity Financial Partners October 2012 - Present
Trinity Financial Partners October 2004 - November 2012
Skills
401k, Retirement, Microsoft Excel, Customer Service, Defined Benefit, Retirement Planning, Pensions, Microsoft Word, PowerPoint
Education
California State University-Northridge 1975 — 1978
Music Pedagogy
PSC Biotech April 2012 - Present
Ontario URC June 2004 - April 2012
Trinity Financial Partners March 1997 - June 2004
Skills
Bookkeeping, Organization, Microsoft Office, Front Office, Data Entry, Outlook, Microsoft Excel, Microsoft Word, PowerPoint, Travel Arrangements, Office Administration, Document Management, Confidentiality, English, Calendars, Customer Service, Payroll, Quality Assurance, Time Management, Pharmaceutical Industry, GMP
Education
Trinity Christian College
World Vision August 2014 - Present
World Vision February 2014 - August 2014
Capital Lumber September 2013 - January 2014
3 Way Thrift Store 2011 - 2013
Trinity Financial Partners May 2008 - August 2008
Education
Azusa Pacific University 2014 — 2014
International Field Experience
Azusa Pacific University 2013 — 2014
Master of Business Administration (M.B.A.)
Gereformeerde Hogeschool voor beroepsonderwijs Zwolle 2009 — 2009
Semester Abroad
Dordt College 2005 — 2009
Bachelor of Arts (B.A.)