uFinancial Company
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uFinancial Employees
Employee
Years
Job
Industry
MaryAnne T. Nguyen MaryAnne T. Nguyen's uFinancial Experience January 2008 - May 2010
Job Director of Business Development at Conte Wealth Advisors, LLC
Industry Financial Services
Experience
Conte Wealth Advisors, LLC July 2013 - Present
AmeriChoice Federal Credit Union May 2010 - June 2013
uFinancial January 2008 - May 2010
Crump Insurance June 2004 - January 2008
Park City Internal Medicine & Pediatrics November 2003 - June 2004
Skills
Event Planning, Marketing, Social Media, Customer Service, Public Speaking, Marketing Communications, Social Media Marketing, Strategic Planning, Public Relations, Advertising, Small Business, Team Building, Insurance, Budgets, Employee Benefits, Sales, Fundraising, Account Management, New Business Development, Sales Management, Start-ups, Management, Microsoft Excel, Email Marketing, Recruiting, Marketing Strategy, Time Management, Leadership, Event Management, Online Marketing, Business Development, Negotiation, Market Research, Nonprofits, Strategic Partnerships, Microsoft Office, Business Planning, Coaching, Sales Operations, Social Networking, Human Resources, Leadership Development, Training, Lead Generation, Community Outreach, Strategy, Market Planning, Cold Calling, Direct Marketing, Credit Unions
Education
Penn State University 2001 — 2003
Bachelor of Science
HACC, Central Pennsylvania's Community College 1998 — 2001
Associates Degree
East Pennsboro High School
Conte Wealth Advisors, LLC July 2013 - Present
AmeriChoice Federal Credit Union May 2010 - June 2013
uFinancial January 2008 - May 2010
Crump Insurance June 2004 - January 2008
Park City Internal Medicine & Pediatrics November 2003 - June 2004
Skills
Event Planning, Marketing, Social Media, Customer Service, Public Speaking, Marketing Communications, Social Media Marketing, Strategic Planning, Public Relations, Advertising, Small Business, Team Building, Insurance, Budgets, Employee Benefits, Sales, Fundraising, Account Management, New Business Development, Sales Management, Start-ups, Management, Microsoft Excel, Email Marketing, Recruiting, Marketing Strategy, Time Management, Leadership, Event Management, Online Marketing, Business Development, Negotiation, Market Research, Nonprofits, Strategic Partnerships, Microsoft Office, Business Planning, Coaching, Sales Operations, Social Networking, Human Resources, Leadership Development, Training, Lead Generation, Community Outreach, Strategy, Market Planning, Cold Calling, Direct Marketing, Credit Unions
Education
Penn State University 2001 — 2003
Bachelor of Science
HACC, Central Pennsylvania's Community College 1998 — 2001
Associates Degree
East Pennsboro High School
Brian R. Mummau Brian R. Mummau's uFinancial Experience June 2009 - December 2009
Job Owner at Brian R Mummau Carpentry
Industry Construction
Experience
Brian R Mummau Carpentry & Stay at home Dad December 2014 - Present
Brian R Mummau April 2000 - Present
The Mutual Fund Store January 2013 - November 2014
Metlife Securities. Inc. March 2010 - January 2013
UFinancial June 2009 - December 2009
BRM Construction April 1997 - December 2009
United States Marine Corps November 2001 - November 2009
Ron Kane Heritage Trim October 1996 - April 1997
Don Updegrave Construction February 1995 - October 1996
Lionberger Construction July 1994 - December 1994
Skills
Customer Service, Retirement Planning, Construction, Life Insurance, Investments, Sales, Small Business, Insurance, Microsoft Office, 401k, Financial Analysis, Fixed Annuities, Microsoft Excel, Risk Management, Financial Services, Portfolio Management, Finance, Management
Education
Elizabethtown College 2008 — 2009
Bachelors of Science, Business Administration
Elizabethtown College 2005 — 2008
Associates, Business Administration
Elizabethtown Area High School 1990 — 1994
High School, General
Brian R Mummau Carpentry & Stay at home Dad December 2014 - Present
Brian R Mummau April 2000 - Present
The Mutual Fund Store January 2013 - November 2014
Metlife Securities. Inc. March 2010 - January 2013
UFinancial June 2009 - December 2009
BRM Construction April 1997 - December 2009
United States Marine Corps November 2001 - November 2009
Ron Kane Heritage Trim October 1996 - April 1997
Don Updegrave Construction February 1995 - October 1996
Lionberger Construction July 1994 - December 1994
Skills
Customer Service, Retirement Planning, Construction, Life Insurance, Investments, Sales, Small Business, Insurance, Microsoft Office, 401k, Financial Analysis, Fixed Annuities, Microsoft Excel, Risk Management, Financial Services, Portfolio Management, Finance, Management
Education
Elizabethtown College 2008 — 2009
Bachelors of Science, Business Administration
Elizabethtown College 2005 — 2008
Associates, Business Administration
Elizabethtown Area High School 1990 — 1994
High School, General
J Scott Massie J Scott Massie's uFinancial Experience 1993 - Present
Job Financial Advisor
Industry Financial Services
Experience
uFinancial 1993 - Present
Education
Penn State University
Bachelor's degree
Wake Forest University
Master of Business Administration (MBA)
uFinancial 1993 - Present
Education
Penn State University
Bachelor's degree
Wake Forest University
Master of Business Administration (MBA)
Gary Hess Gary Hess's uFinancial Experience October 2010 - September 2012
Job Portfolio Manager at RKM Advisors
Industry Financial Services
Experience
RKM Advisors September 2012 - Present
uFinancial October 2010 - September 2012
Ortner, O'Brien & Ortner Advisory Group, Inc. 2008 - 2009
Capital & Security Management Inc. 1994 - 2008
Fidelity Mutual Life Insurance Company 1987 - 1994
Education
Penn State University 1981 — 1985
B.S. Finance
RKM Advisors September 2012 - Present
uFinancial October 2010 - September 2012
Ortner, O'Brien & Ortner Advisory Group, Inc. 2008 - 2009
Capital & Security Management Inc. 1994 - 2008
Fidelity Mutual Life Insurance Company 1987 - 1994
Education
Penn State University 1981 — 1985
B.S. Finance
Hayley Culbertson Hayley Culbertson's uFinancial Experience December 2010 - May 2013
Job Consulting Associate at AIA Benefits Resource Group
Industry Financial Services
Experience
AIA Benefits Resource Group September 2015 - Present
AIA Benefits Resource Group May 2013 - Present
uFinancial December 2010 - May 2013
MassMutual Pittsburgh October 2009 - July 2010
CVS Caremark Corporation February 2009 - October 2009
Skills
Customer Relations, Insurance, Microsoft Office, Word, Customer Service, Microsoft Word, Fixed Annuities
Education
Duquesne University 2004 — 2008
Bachelor's degree, Biology, General
Duquesne University 2004 — 2008
Bachelor's degree, Health Sciences
AIA Benefits Resource Group September 2015 - Present
AIA Benefits Resource Group May 2013 - Present
uFinancial December 2010 - May 2013
MassMutual Pittsburgh October 2009 - July 2010
CVS Caremark Corporation February 2009 - October 2009
Skills
Customer Relations, Insurance, Microsoft Office, Word, Customer Service, Microsoft Word, Fixed Annuities
Education
Duquesne University 2004 — 2008
Bachelor's degree, Biology, General
Duquesne University 2004 — 2008
Bachelor's degree, Health Sciences
Nathan Imboden Nathan Imboden's uFinancial Experience February 2008 - July 2014
Job Financial Advisor at Conte Wealth Advisors, LLC
Industry Financial Services
Experience
Conte Wealth Advisors, LLC July 2014 - Present
uFinancial February 2008 - July 2014
CURE International 2007 - 2007
Skills
Financial Planning, Employee Benefits, Retirement, Securities, Wealth Management, Wealth Transfer, Wealth Preservation, Retirement Income..., Investment Strategies, Investment Management, Life Insurance
Education
Messiah College 2003 — 2007
Bachelors of Science, Business Finance
Conte Wealth Advisors, LLC July 2014 - Present
uFinancial February 2008 - July 2014
CURE International 2007 - 2007
Skills
Financial Planning, Employee Benefits, Retirement, Securities, Wealth Management, Wealth Transfer, Wealth Preservation, Retirement Income..., Investment Strategies, Investment Management, Life Insurance
Education
Messiah College 2003 — 2007
Bachelors of Science, Business Finance
Molly Musselman Molly Musselman's uFinancial Experience November 2012 - October 2014
Job Case Manager at Crump Life Insurance Services
Industry Financial Services
Experience
Crump Life Insurance Services October 2014 - Present
(ISSA) International Sports Sciences Association July 2014 - Present
uFinancial November 2012 - October 2014
The Limited February 2012 - July 2014
National Park Service June 2011 - September 2012
Target September 2011 - February 2012
Target December 2010 - May 2011
LA Fitness January 2009 - September 2010
Longacre Expeditions June 2010 - August 2010
United States Military Academy June 2006 - May 2007
Skills
Leadership, Microsoft Office, Public Speaking, Organization &..., Strategic Planning, Youth Leadership, Sales, Risk Management, QuickBooks, GIS, ArcGIS, Trimble Pathfinder..., Trimble GPS, ASMIS, GIMP, Terra Sync, Digital SLR
Education
Muhlenberg College 2008 — 2011
Bachelor of Arts (B.A.), Anthropology, 3.6
United States Military Academy Preparatory School 2006 — 2007
Crump Life Insurance Services October 2014 - Present
(ISSA) International Sports Sciences Association July 2014 - Present
uFinancial November 2012 - October 2014
The Limited February 2012 - July 2014
National Park Service June 2011 - September 2012
Target September 2011 - February 2012
Target December 2010 - May 2011
LA Fitness January 2009 - September 2010
Longacre Expeditions June 2010 - August 2010
United States Military Academy June 2006 - May 2007
Skills
Leadership, Microsoft Office, Public Speaking, Organization &..., Strategic Planning, Youth Leadership, Sales, Risk Management, QuickBooks, GIS, ArcGIS, Trimble Pathfinder..., Trimble GPS, ASMIS, GIMP, Terra Sync, Digital SLR
Education
Muhlenberg College 2008 — 2011
Bachelor of Arts (B.A.), Anthropology, 3.6
United States Military Academy Preparatory School 2006 — 2007
Russell Snyder Russell Snyder's uFinancial Experience September 2011 - January 2012
Job Account Supervisor at Williams Lea
Industry Outsourcing/Offshoring
Experience
Williams Lea September 2015 - Present
Berkheimer OneSource May 2013 - August 2015
Berkheimer OneSource December 2012 - May 2013
Berkheimer OneSource August 2012 - December 2012
Sterling Communications - Susquehanna University August 2011 - May 2012
uFinancial September 2011 - January 2012
InfoGenius, Inc. May 2011 - August 2011
Skills
Management, Leadership, Enterprise Content..., Program Management, Data Analysis, Building Relationships, Marketing, SharePoint, Document Management, Operational Excellence, Operations Management, Corporate Communications, Outsourcing Management, Public Relations, Collateral Management
Education
Susquehanna University 2008 — 2012
Bachelor of Arts (BA), Corporate Communications, Minor in Business, 3.4
NCC: The Center for Business + Industry
Management Certification Program
Williams Lea September 2015 - Present
Berkheimer OneSource May 2013 - August 2015
Berkheimer OneSource December 2012 - May 2013
Berkheimer OneSource August 2012 - December 2012
Sterling Communications - Susquehanna University August 2011 - May 2012
uFinancial September 2011 - January 2012
InfoGenius, Inc. May 2011 - August 2011
Skills
Management, Leadership, Enterprise Content..., Program Management, Data Analysis, Building Relationships, Marketing, SharePoint, Document Management, Operational Excellence, Operations Management, Corporate Communications, Outsourcing Management, Public Relations, Collateral Management
Education
Susquehanna University 2008 — 2012
Bachelor of Arts (BA), Corporate Communications, Minor in Business, 3.4
NCC: The Center for Business + Industry
Management Certification Program
Lori Husted Lori Husted's uFinancial Experience September 2011 - January 2012
Job Associate Project Manager at Bracket
Industry E-Learning
Experience
Bracket January 2015 - Present
Fynydd, LLC January 2012 - August 2014
uFinancial September 2011 - January 2012
Wyeth(Legacy)/ Pfizer June 2005 - February 2010
Wyeth(Legacy)/ Pfizer June 2005 - February 2010
Visual Medium June 2004 - February 2010
Lowes September 2002 - May 2005
Robert E. Lamb, Inc. January 2000 - May 2002
Francis Cauffman Foley Hoffman Architects / Diversified Interior Design September 1998 - January 2000
Skills
E-Learning, Project Management, Process Improvement, Training, Instructor-led Training, Project Planning, Vendor Management, Instructional Design, Leadership, Integration, Quality Assurance, Learning Management..., Strategy, Microsoft Office, Team Building, Management, System Administration, CRM, Program Management, Consulting, Cross-functional Team..., Team Leadership, Change Management, Problem Solving, Client Expectations..., Sales, Strategic Planning
Education
Art Institute of Philadelphia 1996 — 1998
Associates, Interior Design
Bracket January 2015 - Present
Fynydd, LLC January 2012 - August 2014
uFinancial September 2011 - January 2012
Wyeth(Legacy)/ Pfizer June 2005 - February 2010
Wyeth(Legacy)/ Pfizer June 2005 - February 2010
Visual Medium June 2004 - February 2010
Lowes September 2002 - May 2005
Robert E. Lamb, Inc. January 2000 - May 2002
Francis Cauffman Foley Hoffman Architects / Diversified Interior Design September 1998 - January 2000
Skills
E-Learning, Project Management, Process Improvement, Training, Instructor-led Training, Project Planning, Vendor Management, Instructional Design, Leadership, Integration, Quality Assurance, Learning Management..., Strategy, Microsoft Office, Team Building, Management, System Administration, CRM, Program Management, Consulting, Cross-functional Team..., Team Leadership, Change Management, Problem Solving, Client Expectations..., Sales, Strategic Planning
Education
Art Institute of Philadelphia 1996 — 1998
Associates, Interior Design
Grisha Iventichev Grisha Iventichev's uFinancial Experience May 2012 - Present
Job Account Executive
Industry Wireless
Experience
uFinancial May 2012 - Present
The Classic Catering People 2008 - 2012
Skills
Financial Services
Education
Dickinson College 2008 — 2012
Bachelor of Arts (B.A.), International Business and Management, Spanish
Friends School of Baltimore 2001 — 2008
High School
uFinancial May 2012 - Present
The Classic Catering People 2008 - 2012
Skills
Financial Services
Education
Dickinson College 2008 — 2012
Bachelor of Arts (B.A.), International Business and Management, Spanish
Friends School of Baltimore 2001 — 2008
High School
Emily Willier Emily Willier's uFinancial Experience October 2009 - November 2010
Job Human Resources
Industry Human Resources
Experience
Einstein Medical Center Philadelphia October 2011 - Present
AMS May 2011 - October 2011
Aerotek Scientific November 2010 - April 2011
uFinancial October 2009 - November 2010
CAMPUS INVOLVEMENT September 2007 - May 2009
PinnacleHealth June 2008 - August 2008
Skills
Sourcing, Human Resources, Public Relations, Employee Benefits, Recruiting, Customer Service, Talent Acquisition
Education
Kutztown University of Pennsylvania 2008 — 2009
Bachelor of Arts, Speech Communication and Public Relations
Einstein Medical Center Philadelphia October 2011 - Present
AMS May 2011 - October 2011
Aerotek Scientific November 2010 - April 2011
uFinancial October 2009 - November 2010
CAMPUS INVOLVEMENT September 2007 - May 2009
PinnacleHealth June 2008 - August 2008
Skills
Sourcing, Human Resources, Public Relations, Employee Benefits, Recruiting, Customer Service, Talent Acquisition
Education
Kutztown University of Pennsylvania 2008 — 2009
Bachelor of Arts, Speech Communication and Public Relations
Jennifer Waterston's uFinancial Experience December 2008 - January 2009
Job Senior Marketing Associate at Brandywine Global
Industry Financial Services
Experience
Brandywine Global August 2010 - Present
LifeCare Gateway January 2010 - May 2010
uFinancial December 2008 - January 2009
Gould Investment Partners February 2005 - November 2008
Turner Investment Partners 2000 - 2004
Pilgrim Baxter & Associates 1997 - 2000
Institute of Physics Publishing 1995 - 1997
Skills
Proposal Writing, Customer Relations, Insurance, Investments, Marketing, Salesforce.com, CRM, Event Planning, Financial Services, Equities, Customer Service, Organization, Mutual Funds, Asset Managment, New Business Development, Leadership, Asset Management, Sales, Series 63, Fixed Income, Sales Operations, Investment Strategies
Education
State University of New York College at Plattsburgh 1989 — 1992
BS, Mass Communications
Brandywine Global August 2010 - Present
LifeCare Gateway January 2010 - May 2010
uFinancial December 2008 - January 2009
Gould Investment Partners February 2005 - November 2008
Turner Investment Partners 2000 - 2004
Pilgrim Baxter & Associates 1997 - 2000
Institute of Physics Publishing 1995 - 1997
Skills
Proposal Writing, Customer Relations, Insurance, Investments, Marketing, Salesforce.com, CRM, Event Planning, Financial Services, Equities, Customer Service, Organization, Mutual Funds, Asset Managment, New Business Development, Leadership, Asset Management, Sales, Series 63, Fixed Income, Sales Operations, Investment Strategies
Education
State University of New York College at Plattsburgh 1989 — 1992
BS, Mass Communications