uFinancial Group
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uFinancial Group Employees
uFinancial Group November 2013 - Present
Chambersburg Area School District February 2006 - Present
Northwestern Mutual January 2012 - October 2013
Ram Tech Inc. March 2005 - August 2010
Skills
Insurance, Risk Management, Team Building, Strategic Planning, Coaching, Account Management, Team Leadership, Leadership Development, Public Speaking, Risk Assessment, Auditing, Operations Management, Program Management
Education
Cabrini College
BA-History
The Boys' Latin School of Maryland
Federated Investors, Inc. September 2013 - December 2013
Goodall Pools and Spas June 2013 - August 2013
Harrisburg Area YMCA June 2013 - August 2013
uFinancial Group June 2012 - August 2012
Skills
Public Speaking, Music Production, Marketing Strategy, Financial Analysis, Social Media, Teamwork, Microsoft Excel, Time Management, Microsoft Word, Marketing, Leadership, Microsoft Office
Education
Grove City College 2011 — 2015
Bachelor's degree, Marketing Management
uFinancial Group May 2014 - September 2014
AJ's Truck and Trailer Center May 2009 - August 2013
Olive Garden February 2011 - July 2011
Skills
Disability Insurance, Insurance, Retirement
Education
Shippensburg University of Pennsylvania 2011 — 2015
Personal Financial Planning, Finance, General, 3.82
Lion Blue Carpet Crew and Office Cleaning July 2010 - Present
Silpada Designs July 2008 - Present
uFinancial Group July 2003 - June 2010
Nittany Bank June 2001 - June 2003
Skills
Commercial Cleaning..., Leadership, Human Resources, Organizational..., Payroll, Property Management
Education
Shippensburg University of Pennsylvania 1994 — 1998
Bachelor's degree, Finance and Economics
Pennsylvania State University-Penn State Mont Alto 1993 — 1994
uFinancial Group May 2013 - Present
Telenomics Ltd September 2012 - December 2012
Universal Media Inc May 2012 - August 2012
Skills
Insurance
Education
Messiah College 2010 — 2014
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Lancaster Christian 1997 — 2010
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
Charter Homes & Neighborhoods September 2014 - Present
uFinancial Group May 2013 - September 2014
Ameriprise Financial Services, Inc. January 2013 - April 2013
Tempest Theatre September 2010 - April 2013
Tabor Community Services May 2012 - December 2012
Elizabethtown College 2012 - 2012
White House Black Market May 2010 - November 2011
Cape Playhouse - Cape Cod Center for the Arts May 2011 - September 2011
Elizabethtown College January 2010 - September 2010
Skills
Social Media, Retirement Planning, Social Networking, Analysis, Personal Financial..., Personal Finance, College Education..., Risk Management, Long Term Care Insurance, Tax-advantaged..., Wealth Accumulation..., Microsoft Word, Life Insurance, Microsoft Excel, Microsoft Office, Acting, Social Media Marketing, Social Skills, Community Outreach, Volunteer Recruiting, Volunteer Management, Web Editing, Follow Through, Personal Training, Human Resources, Sales, Window Displays, Strategic Financial..., Fundraising, Finance, Event Planning
Education
Elizabethtown College 2009 — 2013
Bachelors, Business Administration - Finance
Elizabethtown College 2009 — 2013
Business Administration; Finance
Kelso High School
3.95
Hershey Financial Advisers February 2014 - Present
uFinancial Group June 2011 - January 2014
Northwestern Mutual June 2006 - May 2011
Skills
Financial Services, Financial Advisory, Networking, Financial Planners, Leadership, Customer Service, 401k, Long-term Care, Sales, IRAs, Wealth Management, Portfolio Management, Risk Management, New Business Development, Business Development, Small Business, Insurance, Finance, Life Insurance, Disability Insurance, Public Speaking, Marketing Strategy, Business
Education
Albright College 2002 — 2006
Bachelors of Science, Business/Marketing
Cedar Crest High School 1998 — 2002
Bjj Harmonies January 2013 - Present
Devon Financial Partners January 2013 - Present
uFinancial Group June 2010 - December 2012
AXA Advisors / Karr Barth Associates June 2008 - March 2010
Skills
Risk Management, Asset Management, Strategic Financial..., Retirement Planning, Wealth Management, Insurance, Retirement, Mutual Funds, Investments, Life Insurance, 401k, Securities, Small Business, Fixed Annuities, Wealth Accumulation, Disability Insurance, Employee Benefits, IRAs
Education
West Chester University of Pennsylvania 2005 — 2008
Bachelor of Science (B.S.), Economics & (B.S.) Finance, Honors
Indiana University of Pennsylvania 2003 — 2004
Business Ownership/Management
Cortiva Institute-Pennsylvania School of Muscle Therapy 2001 — 2002
Corrective Medial and Swedish Massage, Muscle Therapy, Honors
Penn State University 1999 — 2000
Kinesiology and Exercise Science
uFinancial Group July 1994 - Present
MetLife May 1993 - July 1994
Skills
Retirement Planning, Fixed Annuities
Education
The American College 2001 — 2013
Shippensburg University of Pennsylvania 1987 — 1992
Monsignor Bonner High School 1983 — 1987
The Income Store September 2015 - Present
Weichert Realtors, Engle & Hambright January 2015 - Present
uFinancial Group August 2013 - August 2014
The Captain's Log January 2010 - March 2010
Wise Studios December 2008 - March 2009
Skills
Wealth Accumulation, Life Insurance, Retirement, Game Theory, Public Speaking, Driving Sales..., Microsoft Office, Strategic Thinking, Photoshop, Guitarist, Natural Horsemanship, Chess, Public Relations, Vocals, Joomla, Eagle Scout, Go, Leadership, Social Media, Customer Service, Sales
Education
Christopher Newport University 2007 — 2013
Bachelor of Arts (B.A.), Economics
Christopher Newport University
Bachelor of Science (B.S.), Economics
Movement Mortgage, LLC September 2015 - Present
MoneyLine Lending, LLC January 2015 - September 2015
GMH Mortgage Services LLC November 2014 - January 2015
Fairway Independent Mortgage Corporation July 2014 - October 2014
Cumberland Area Economic Development Corporation July 2013 - July 2014
uFinancial Group January 2009 - July 2013
Skills
Finance, Portfolio Management, Small Business, Loans, Financial Analysis, Management, Insurance, Leadership, Sales, Internal Audit, Team Building, Customer Service, Entrepreneurship, Small Business Lending, Accounts Receivable, Credit Analysis, Residential Mortgages, Reverse Mortgages, Refinance, Mortgage Lending
Education
Ashford University 2007 — 2009
Bachelor of Arts (B.A.), Social Science
Harrisburg Area Community College 2002 — 2004
Associate of Arts (A.A.), Business Administration
Cedar Cliff High School 1996 — 2000
uFinancial Group April 2013 - Present
St. Luke Simpson Preschool August 2009 - May 2011
McNeese State University September 2001 - January 2004
Bald Head Island Limited July 1999 - August 2001
Matrix Asset Advisors July 1995 - March 1999
KeyCorp Mortgage Inc January 1993 - June 1995
Skills
Project Management, Strategic Planning, Leadership, Microsoft Office, Program Management
Education
McNeese State University 2002 — 2004
Master of Education (MEd), Elementary Education and Teaching
State University of New York College at Brockport 1988 — 1992
Bachelor of Arts (B.A.), International/Global Studies
JPMorgan Chase & Co. April 2015 - Present
Wells Fargo June 2014 - April 2015
ADP January 2013 - April 2014
uFinancial Group July 2012 - January 2013
Orwigsburg Borough May 2009 - August 2012
Kutztown University September 2010 - May 2012
Kutztown University of Pennsylvania January 2010 - January 2011
Silver Maple Landscaping April 2008 - September 2008
Orwigsburg Center October 2005 - March 2008
Skills
PowerPoint, Customer Service, Microsoft Office, Public Speaking, Teamwork, Goal Oriented, Time Management, Outlook, Strategic Planning, Finance, Insurance, Social Networking, Life & Health Licenses, Wealth Management, Securities Market, Securities License, Marketing, Social Media, Microsoft Word, Market Research, Financial Analysis, Event Planning, Access, Leadership, Team Building, Microsoft Excel, Sales, Team Leadership, Facebook, Analysis, Management, Critical Thinking, Customer Satisfaction
Education
Kutztown University of Pennsylvania 2008 — 2012
Bachelor of Science (B.S.), Finance
uFinancial Group April 2004 - Present
Bethlehem Steel Corp. May 1966 - April 2003
Education
Villanova University
Bachelor's degree, Electrical Engineering
Lehigh University
Master's degree, Industrial Engineering
The American College
Chartered Financial Consultant
Commonwealth of Pennsylvania September 2012 - Present
UFinancial Group May 2012 - September 2012
Merrill Lynch Wealth Management September 2009 - March 2012
Western & Southern Financial Group March 2007 - March 2009
United States Army Reserve April 1999 - February 2009
The Princeton Review May 2005 - January 2007
Badger Sports Complex 1999 - 2003
Skills
Investments, Team Building, Customer Service, Insurance, Management, Training, Recruiting, Staff Development, Strategic Planning, Finance, Budgets, Marketing, Process Improvement, Microsoft Excel, Leadership, Change Management, Logistics, Teaching, Operations Management
Education
Penn State University 2010 — 2013
Master's, Business Administration
College For Financial Planning 2010 — 2011
CRPC, Chartered Retirement Planning Counselor
East Carolina University - College of Business 2005 — 2008
Master's, Business Administration
University of Wisconsin-Madison 1998 — 2001
Bachelor's of Science, Kinesiology
UFinancial Group July 2009 - Present
Willow Investment Services February 2006 - April 2009
The Standard Bank of South Africa Ltd July 2002 - January 2005
Liberty Life: One of the major insurance companies June 2001 - June 2002
Standard Corporate and Merchant Bank a Division of the Standard Bank of South Africa Ltd April 1998 - May 2001
Damelin School of Banking (South Africa) March 1996 - March 1998
Standard Bank of South Africa Ltd February 1991 - February 1996
Khutala Opencast Coal Mine September 1989 - December 1990
South African Government January 1987 - August 1989
Education
University of Pretoria/Universiteit van Pretoria 1987 — 1988
B. Com, Economics
University of Johannesburg 1984 — 1986
B.Com, Business Economics; Economics, Industrial Psychology
South African Institute of Bankers
Associate Diploma, Banking and Financial Support Services
uFinancial Group June 2014 - Present
Gap Inc. April 2008 - April 2014
Master Networks 2014 - 2014
Skills
Friendly Personality, Keen Listener, Observational, Problem Analysis, Creative Problem Solving, Mathematics, Communication, Insurance, Management, Finance, Customer Service
Education
Central Penn College 2004 — 2007
Bachelor of Business Administration (BBA), Business Administration and Management, General
Penn Cambria High School
Office of the Comptroller of the Currency June 2015 - Present
Morgan Stanley September 2014 - Present
Seton Hall University August 2011 - Present
uFinancial Group May 2014 - August 2014
Victoria's Secret October 2010 - January 2014
Carmen Fusco Pro Baseball/Softball Academy June 2011 - August 2012
Skills
Microsoft Office, OneNote, Communication, Time Management, Teamwork, Microsoft Excel, Windows 8, Task-oriented, Facebook, Social Networking, Microsoft Word, Social Media, Management, Public Speaking, Event Planning, PowerPoint, Research, Leadership
Education
Seton Hall University 2011 — 2015
Bachelor's Degree, Mathematical Finance and Economics
United States Navy May 2015 - Present
Elements Therapeutic Massage August 2014 - August 2015
JFC Staffing Companies April 2014 - August 2014
uFinancial Group November 2013 - April 2014
Metro Bank January 2013 - January 2014
The Shoe Dept. November 2011 - January 2013
Skills
Retail Banking, Banking, Consumer Lending, Credit, Loans, Deposits, Commercial Banking, Cross Selling, Small Business Lending, Cash Management, Customer Service, Mortgage Lending, Call Centers, Credit Analysis, Credit Cards
Education
Harrisburg Area Community College
Specialty Resources, Inc May 2014 - Present
uFinancial Group May 2013 - September 2013
Paxon Hollow Country Club May 2011 - August 2011
Skills
Finance, Microsoft Office, Strategic Financial..., PowerPoint, Economics, Wealth Management, Investments, Microsoft Excel, Time Management, Stata, Outlook, Macroeconomics, Microsoft Word, Purchasing, Inventory Management, Customer Relations, Problem Solving
Education
Penn State University 2008 — 2016
Bachelor of Science (B.S.), Economics
Penn State University
Economics
AIG November 2014 - Present
Great-West Financial November 2013 - October 2014
Great-West Financial March 2012 - October 2013
Vogan Manufacturing, Inc. January 2011 - February 2012
Vogan Manufacturing, Inc. January 2011 - February 2012
uFinancial Group August 2010 - February 2012
Kinsley Construction, Inc. September 2009 - August 2010
Lobar Inc / Lobar Assoc. July 2005 - August 2009
Skills
Sales, New Business Development, Sales Management, Marketing, Marketing Strategy, Account Management, Investments, Insurance, Business Development, Selling, Leadership, Strategic Planning, Business Planning, Employee Benefits, Retirement Planning, Small Business, Management, Cold Calling, Strategy, Financial Analysis, Budgets, Team Building, Contract Negotiation, Competitive Analysis, Sales Process, Entrepreneurship, Leadership Development, Program Management, Finance, Business Strategy, Human Resources, Customer Service, Project Planning, Benefits Administration, Training, Risk Management, Mergers & Acquisitions, Recruiting, Strategic Financial..., Coaching, Deferred Compensation, CRM, Financial Services, Relationship Management, 401k, Salesforce.com, Health Insurance, Start-ups, Retirement, Mutual Funds
Education
Shippensburg University of Pennsylvania 2013 — 2015
Master of Business Administration (M.B.A.), Strategic Management & Business Development, Finance, and Human Resources
Penn State University 2003 — 2007
Bachelor's of Science, Marketing & Management
MassMutual Financial Group January 2013 - Present
uFinancial Group 2007 - 2012
Sodexho 1997 - 2007
Radisson Hotel 1992 - 1998
Restaurant Associates 1983 - 1991
Skills
Life Insurance, recruiting, marketing, Event Planning, Professional Networking, Strategic Planning, Business Development, Business Networking, Insurance, Insurance Brokerage, Account Management
Education
University of Pittsburgh 1979 — 1981
Bachelor of Arts, Journalism
The American College 2011 — 2014
LUTCF, Financial Planning and Services
CCLC 2010 — 2011
Certification, Non-Profit Board Leadership
York College of Pennsylvania
uFinancial Group January 1987 - Present
Armstrong's Department Store 1984 - 1986
Emmaus Bible College 1983 - 1986
US Navy 1977 - 1981
Skills
Retirement Planning, Wealth Accumulation, Estate Planning, Life Insurance, Disability Insurance, Long Term Care Insurance
Education
Emmaus Bible College 1982 — 1986
Bachelors, Biblical Studies
University of Dubuque 1984 — 1985
General Education
uFinancial Group May 2014 - Present
Prosecution Office, Chisinau, Moldova December 2006 - January 2007
Court of Appeals, Chisinau, Moldova November 2006 - December 2006
Education
Dickinson Law 2009 — 2010
LL.M., Law
2004 — 2008
Licentiate in Law, Law
1847Financial March 2015 - Present
Wyndham Worldwide May 2010 - September 2014
Providence College September 2010 - May 2014
Porsche of the Main Line December 2013 - January 2014
uFinancial Group December 2012 - January 2013
Skills
PowerPoint, Event Planning, Microsoft Office, Social Media, Microsoft Excel, Microsoft Word, Customer Service, Facebook, Teamwork, Time Management, Event Management, Leadership, Advertising, Relationship Selling, Automotive Products, Communication Skills, Learning Quickly, Committed to..., Committment, Superior Work Ethic, Adaptability
Education
Providence College 2010 — 2014
Bachelor of Science (B.S.), Marketing, Alumnae
West Chester East High School 2006 — 2010
High School Diploma
uFinancial Group March 2015 - Present
KeyAdvisors January 2014 - February 2015
Pfizer June 2003 - June 2013
Pharmacia Pharmaceuticals June 2002 - June 2003
French Bray Printing Company December 2000 - June 2002
Skills
Leadership, Sales, Marketing, Pharmaceutical Sales, Strategic Planning, Sales Management, Managed Care, Pharmaceutical Industry, Product Launch, Customer Service, Cardiology, Healthcare, Marketing Strategy, Sales Operations, Management, Sales Effectiveness, Team Building, Training, Insurance, Microsoft Office
Education
Kutztown University of Pennsylvania 1996 — 2000
Bachelor of Science in Business Administration, Finance/Business Management
Kutztown University of Pennsylvania 1996 — 2000
Finance, Accounting and Finance
Payday Payroll Services November 2014 - Present
Shamlian Creative June 2014 - Present
London Family November 2013 - Present
uFinancial Group June 2012 - August 2012
Skills
Customer Service, Time Management, Finance, PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Outlook, Access, Financial Analysis, Strategic Financial..., Investments, Analysis, Insurance, Social Media, Account Management, Sales, Leadership, Teamwork, Marketing
Education
University of Pittsburgh 2010 — 2014
Bachelor of Business Administration (B.B.A.), Marketing, Senior
University of Pittsburgh, College of Business Administration 2010 — 2014
Bachelor of Science, Business Administration; Marketing, Senior
GRAHAM Motor Company, Cadillac, Buick-GMC August 2013 - Present
uFinancial Group November 2011 - June 2013
ITT Technical Institute March 2008 - October 2011
Sentinel & News Chronicle Newspapers of Carlisle & Shippensburg, PA May 2003 - May 2004
Skills
Whole Life, Fixed Annuities, 401k Rollovers, Term Life Insurance, Long-term Care, Disability Insurance, English language skills, Sales
Education
Shippensburg University of Pennsylvania 2001 — 2004
Bachelor of Arts (B.A.), English Language and Literature, General
ITT Technical Institute-Harrisburg 1996 — 1998
Associate of Science (A.S.), Electronics Engineering Technology
Carlisle Area Senior High School 1992 — 1996
Diploma, Academic, German III, Music
uFinancial Group August 2011 - Present
Morgan Stanley Smith Barney February 2010 - August 2011
Sovereign Bank/ Investment Services at Sovereign Bank 2005 - 2009
Hudson United Bank 2004 - 2005
Commerce Capital Markets 2002 - 2004
Philadelphia Security Products, Inc 1996 - 2002
Skills
Financial Advisory, Retirement Planning, Wealth Management, Mutual Funds, Fixed Annuities, Investment Advisory, Asset Allocation, Investments, Investment Strategies, Financial Planning, Life Insurance, Retirement Plans, education planning, Equities, Fixed Income, Annuities, Annuity, ETFs, Trusts, Estate Planning, IRA Rollovers, IRA's, Roth IRA, Simple IRA, 401k, 401k Rollovers, 401 K Rollovers, Succession Planning, Disability Insurance, Retirement Income..., variable annuities, Investment Banking, Insurance, Wealth Preservation..., Personal Finance, Managed Money, Asset Management, Wealth, Insurance Planning, Wealth Accumulation, Securities, Financial Advice, Financial Services, Portfolio Management, Bicycle, Mountain Biking, Cycling
Education
Temple University - Fox School of Business and Management 1995 — 1998
BBA
Temple University - Fox School of Business and Management
Bachelor's degree
uFinancial Group February 2015 - Present
Bank of America July 2014 - November 2014
White House Black Market August 2013 - October 2014
Delaware Valley Financial Partners February 2014 - May 2014
Arise Virtual Solutions Inc./Star Virtual Services LLC January 2013 - December 2013
Goodway Group July 2012 - November 2012
The Ryan Howard Family Foundation June 2008 - July 2012
Tierney November 2011 - June 2012
Communications Media, Inc. January 2011 - September 2011
Comcast Spotlight March 2007 - January 2011
Skills
Creative Direction, PPC, Market Research, Email Marketing, Social Media, SEM, Marketing Communications, Media Planning, Account Management, Direct Marketing, Marketing Strategy, Integrated Marketing, Social Networking, Lead Generation, Online Marketing, Digital Strategy, Google Analytics, Web Analytics, Analytics, Mobile Marketing, Public Relations, DoubleClick, Interactive Marketing, Event Planning, Blogging, Google Adwords, Advertising Sales, B2B, Relationship Marketing, E-commerce, Strategy, Media Buying, Analysis, Brand Development, Campaign Management, Mobile Advertising, Ad Serving, Display Advertising, comScore
Education
KELLER GRADUATE SCHOOL OF MANAGEMENT 2008 — 2010
Master's, Business Administration/Marketing
DeVry University 2006 — 2008
Bachelor's of Science, Technical Management/Project Management
Fashion Institute of Technology 1999 — 2001
Associates of Applied, Science Fashion Merchandising
uFinancial Group August 2012 - Present
Northwestern Mutual March 2011 - September 2012
Rubber Sheet Roll May 2010 - March 2011
SMS Remodeling May 2007 - May 2010
Skills
Retirement, Finance, Employee Benefits, Insurance, Securities, Sales, Investments, Fixed Annuities, Retirement Planning, Wealth Management, Life Insurance, Estate Planning, 401k
Education
Shippensburg University of Pennsylvania 2004 — 2009
BA, Communications
Bloomsburg University of Pennsylvania 2001 — 2004
waynesboro high
waynesboro high
uFinancial Group November 2013 - Present
Rotary Club of Shippensburg 2015 - 2015
Gold's Gym February 2013 - October 2013
Lee Enterprises February 2011 - February 2013
The Cottage Pub and Restaurant September 2005 - February 2010
Skills
Investments, Insurance, Social Media, Media Relations, Social Media Marketing, Public Relations, Social Networking, Sports, Lead Generation, B2B, Marketing, Internal Communications
Education
Shippensburg University of Pennsylvania 2005 — 2010
Bachelor of Arts, Communication/Journalism
uFinancial Group October 2011 - Present
uFinancial Group August 2005 - October 2011
Education
Dickinson College
The Morgan School, Clinton CT
Listrak September 2015 - Present
The Real Asset Investors May 2014 - Present
Horizon Structures February 2015 - May 2015
Horizon Structures April 2014 - February 2015
NorDen Designs November 2011 - February 2015
uFinancial Group January 2012 - October 2013
SCORE Lancaster March 2012 - April 2013
Creative Solutions Group PA April 2012 - September 2012
NorDen Web Designs November 2010 - November 2011
Smiling Noki September 2008 - November 2010
Skills
Marketing, Small Business, Investments, Marketing Strategy, SEO, Web Design, Social Media, Social Media Marketing, Entrepreneurship, Financial Analysis, Finance, Leadership, Training, Financial Advisory, Life Insurance, Disability Insurance, Advertising, Start-ups, Analytics, Customer Service, Business Development, Personal Financial..., Business Planning, WordPress, Competitive Analysis, Analysis, Long Term Care Insurance, Financial Services, Employee Benefits, Strategy, HubSpot, Inbound Marketing, Video Production, Video Editing, Dreamweaver, Photoshop, PHP, Premiere, Accounting, Digital Marketing, Online Marketing, Integrated Marketing, Google Adwords..., Google Webmaster Tools, Google Analytics, Data Analysis, finan, Marketing Analytics
Education
Penn State University 2005 — 2010
BS, Economics
Manheim Township High School 2003 — 2005
High School Diploma, General, 4.0 GPA
uFinancial Group September 2014 - Present
uFinancial Group August 2012 - September 2014
Northwestern Mutual November 2009 - August 2012
TPC Piper Glen March 2003 - March 2009
Skills
Long Term Care, Wealth Accumulation, Retirement Planning, Annuities, Disability Insurance
Education
Mansfield University of Pennsylvania
LINQ Services August 2012 - Present
Miss Shirley's Cafe May 2008 - Present
uFinancial Group May 2012 - August 2012
Skills
Foreign Languages, Management, Employee Training, Translation, Digital Photography
Education
Dickinson College 2008 — 2012
Bachelor of Arts (B.A.), International Business, Spanish, Russian Minor
UFinancial Group October 2009 - Present
Rockwell Associates July 1994 - September 2009
Skills
Strategic Financial..., Retirement, Insurance, Securities, Finance, Financial Services, Employee Benefits, Analysis, Retirement Planning, Wealth Management, Fixed Annuities, Mutual Funds, Wealth Accumulation
Education
The American College 2000 — 2010
ChFC, CFP certification requirement, Financial Planning
University of Delaware 1990 — 1993
BS, Finance & Economics
United States Naval Academy 1988 — 1990
Economics
Salesianum High School 1984 — 1988
H.S. Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
uFinancial Group March 2014 - Present
M&T Bank July 2013 - 2014
M&T Bank 2007 - 2013
M&T Bank August 2003 - August 2007
Neoplan USA/ Neopart Corporation August 2001 - August 2003
Skills
Mortgage Lending, Commercial Lending, Customer Satisfaction, FHA, VA loans, Sales, Microsoft Office 2007, VA Financing, FHA 203(k), Microsoft Office, Loans, Office Administration, Microsoft Office..., Construction Lending, Life Insurance, Disability Insurance, Long Term Care Insurance, Office Management
Education
Bloomsburg University of Pennsylvania 1997 — 2001
Bachelor of Science (BS), Business Management/Administration
Direct Energy Solar April 2015 - Present
Direct Energy Solar December 2014 - April 2015
uFinancial Group January 2014 - December 2014
Solar Energy World December 2012 - December 2013
CNC Solar October 2009 - December 2012
Harrington ERA Realty October 2008 - July 2009
Roadhouse Steak Joint June 2006 - August 2008
Skills
First Time Home Buyers, Real Estate, Residential, Negotiation, Small Business, Public Speaking, Microsoft Office, Excel, PowerPoint, Customer Relations, Spanish, Customer Service, Sales, Residential Homes, Leadership, New Business Development, Strategic Planning, Management, Business Development, Contract Negotiation, FHA, Construction, Investment Properties, Lead Generation, Training, Sales Management, Refinance, Business Strategy, Event Planning, Marketing Communications, Marketing Strategy, Mortgage Lending, USDA, Public Relations, Investors, Solar Energy, Investments, Finance, Time Management, Social Networking, VA loans, Advertising, Construction Loans, Microsoft Excel
Education
Dale Carnegie Training 2012 — 2012
Skills for Success, Public Speaking and Personal Development
Real Estate Licensing Course 2008 — 2008
University of Delaware 2003 — 2008
Bachelor of Science, Leadership, Minor in Spanish
Milford High School 1999 — 2003
Arts & Sciences
uFinancial Group May 2013 - Present
Messiah College August 2010 - June 2014
Twin Valley Drywall May 2007 - August 2012
Skills
Finance, Leadership, Budgets, Financial Analysis
Education
Messiah College 2010 — 2014
Bachelor's degree, Business Administration and Management, General
LMH
LMH
uFinancial Group June 2015 - Present
Skills
Adobe Audition, Adobe Premiere, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Photoshop, Social Media, Public Speaking, Leadership, Sales, Marketing, Teaching
Education
Elizabethtown College 2012 — 2016
Bachelor of Arts (B.A.), Communication and Media Studies
Christopher Dock Mennonite High School 2011 — 2012
Souderton Area High School 2009 — 2011
uFinancial Group March 2014 - Present
Skills
Customer Service, Microsoft Office, Microsoft Word
Education
Kaplan University-Hagerstown Campus 2012 — 2013
Medical Assistant Certificate, Medical/Clinical Assistant
Waynesboro Area Senior High School 2001 — 2005
High School
Signet Interactive April 2015 - Present
Carahsoft Technology Corp. June 2014 - February 2015
Penn State Marketing Association August 2013 - May 2014
Rondo-Pak May 2013 - July 2013
uFinancial Group May 2012 - August 2012
Unipak, Inc. October 2011 - May 2012
Penn State Berkey Creamery January 2011 - May 2011
Unipak, Inc. May 2006 - November 2009
Skills
Salesforce.com, Microsoft Office, PowerPoint, Organization, Market Research, Marketing, Team Leadership, Sales, Teamwork, Management, Time Management, Research, Social Media, Event Planning
Education
Penn State University 2010 — 2014
Bachelor of Science (BS), Marketing, Senior
Henderson High School 2006 — 2010
uFinancial Group February 2014 - Present
Ambrose Wealth Management August 2013 - March 2014
Buckhead Beef February 2012 - May 2012
Isis Mobile Commerce July 2011 - January 2012
Sikorsky Global Helicopters February 2010 - March 2011
Sikorsky Global Helicopters May 2008 - February 2010
Skills
Process Improvement, Outlook, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Customer Service, Team Building, Retail, Train Employees, Meeting Planning, Meeting Scheduling, Coaching, Inventory Management, Contract Negotiation, Research, Management, Payroll, Human Resources, Supervisory Skills, Performance Management, Contract Management, MS Project, Six Sigma, Software Documentation, Data Entry, Leadership, Social Media, Data Analysis, Logistics, Office Management, SharePoint, System Administration, Team Leadership, Public Speaking, Strategic Planning, Project Planning, Quality Assurance, Visio, Policy, Budgets, Access, Analysis, Troubleshooting, Time Management, Teamwork, SAP, Windows, Cross-functional Team..., Purchasing
Education
University of West Georgia 2012 — 2015
Bachelor’s Degree, Criminology
Reading Area Community College 2005 — 2010
Associates in Applied Science, Criminal Justice
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
PNC Wealth Management May 2014 - Present
Self Employed April 2014 - April 2014
uFinancial Group June 2011 - January 2014
Northwestern Mutual Financial Network June 2008 - June 2011
Northwestern Mutual June 2006 - May 2008
Franklin & Marshall College September 2004 - June 2006
Education
Franklin & Marshall College 2004 — 2008
B.A., Business, Organizations, and Society
AXA Distributors July 2013 - Present
uFinancial Group September 2012 - December 2012
AXA Equitable May 2012 - September 2012
ING Financial Partners January 2012 - May 2012
EMC January 2011 - July 2011
Vector Marketing December 2008 - June 2009
Skills
Salesforce.com, Sales, Microsoft Excel, Cold Calling, PowerPoint, Account Management, Marketing, Microsoft Office, Direct Sales, Sales Management, Customer Service, Sales Process, Microsoft Word, Social Media, New Business Development, Market Research, Leadership, Social Media Marketing, Outlook, Marketing Strategy, Social Networking, Wealth Management, Finance, Business Development
Education
Northeastern University 2008 — 2013
CBA, Finance and Marketing
West Chester University of Pennsylvania 2011 — 2012
Economics
uFinancial Group September 2013 - Present
University of Stellenbosch March 2011 - March 2013
The Vanguard Group November 2004 - July 2006
The Vanguard Group June 2002 - November 2004
Skills
Public Speaking, Research, Religious Education, Access
Education
Stellenbosch University/Universiteit Stellenbosch 2011 — 2013
Masters of Philosophy (MPhil), Ancient Cultures, cum laude
Westminster Theological Seminary 2006 — 2010
Master of Divinity (MDiv)
Case Western Reserve University 1997 — 2001
Bachelor of Arts (BA), Economics and Chemistry with a minor in Political Science
uFinancial Group September 2015 - Present
Santander Bank, N.A. May 2014 - June 2015
Lancaster Country Day School September 2012 - May 2014
Merrill Lynch June 2010 - September 2010
Skills
First Aid, Public Speaking, Time Management, PowerPoint, Microsoft Office, Marketing, Sales Management, Microsoft Word, Teamwork
Education
Susquehanna University 2008 — 2012
Bachelor of Science (B.S.), Marketing/ Global MGMT
uFinancial Group May 2012 - January 2013
Jackson National Life Insurance Company August 2010 - November 2011
Jackson National Life Insurance Company May 2008 - August 2010
Northwestern Mutual September 2007 - April 2008
The Kansas City Country Club September 2002 - August 2007
Skills
sales, mathematics, Sales Management, Securities, Mutual Funds, Retirement Planning, Fixed Annuities, 401k, Disability Insurance, Investments, Retirement, Term Life Insurance, Life Insurance, Variable Annuities, Whole Life, 529 Plans, Insurance
Education
Om My Yoga Academy 2013 — 2013
200 hour certificate, Vinyasa Yoga
Rockhurst University 2006 — 2007
MBA, economics
Rockhurst University 2002 — 2006
Bachelors Degree, Mathematics
Millard North Highschool 1998 — 2002
Ezra
Sesame Temps/ White Rose Settlement Services March 2015 - June 2015
Adecco Temporary Employment Agency/Adesa Auto Auction January 2015 - March 2015
Adecco Temporary Employment Agency August 2014 - November 2014
uFinancial Group January 2014 - July 2014
The Chiaverini Agency January 2013 - August 2013
Northwestern Mutual March 2012 - December 2012
Market Street Insurance Agency, LLC June 2010 - November 2011
Allstate Insurance November 2008 - June 2010
Merrill Lynch April 2008 - November 2008
Allstate 2006 - 2008
Education
Northeastern University 1993 — 1997
Bachelor of Science, Music Business
Mullin, Inc. May 2009 - Present
uFinancial Group 2009 - 2011
Planco, The Hartford 2007 - May 2009
The Hartford 2005 - 2007
The Hartford 2003 - 2005
Group Benefits Financial 2002 - 2003
Valley Forge Asset Management 2001 - 2002
Skills
Retirement Planning, 401k, Strategic Financial..., Retirement, Marketing, Strategy, Sales, FINRA, Product Management, Cross-functional Team..., College Savings Plans, Competitive Analysis, Estate Planning, Start-ups, Analysis, Finance, Enterprise Software, Mutual Funds, Fixed Annuities, Insurance, Financial Services, Variable Products, Series 65, Series 6, Series 63, Project Management
Education
California University of Pennsylvania 1997 — 2000
BS, Business Management
uFinancial Group Financial PlanneruFinancial Group2009 - Present
The Yerger Group, LLC 2008 - February 2009
Education
Susquehanna University 2003 — 2007
B.S Business Administration, Marketing Research
uFinancial Group April 2013 - Present
TD Ameritrade April 2010 - April 2013
Carnegie Wealth Management November 2006 - April 2010
Skills
Wealth Management, Insurance, Life Insurance, Training, Long Term Care Insurance, Retirement, Portfolio Management, Team Leadership, Team Building, Investments
Education
Indiana University - Kelley School of Business 2008 — 2010
Master of Science (MS), Finance
Saint Joseph's University 1999 — 2004
Bachelor of Arts (BA), English
St. Joes Prep
St. Joes Prep
uFinancial Group July 2015 - Present
New York Life Insurance Company 2014 - July 2015
CS Capital Management, LLC 2006 - 2014
RAA Management 2010 - 2012
Radian Group, Inc. 2005 - 2006
National City Corp. 1993 - 2005
PNC 1986 - 1993
Skills
Portfolio Management, Fixed Income, Investments, Capital Markets, Equities, Asset Allocation, Wealth Management, Investment Strategies, Alternative Investments, Financial Analysis, Asset Management, Mutual Funds, Private Equity, Options, Bonds, Trading, Securities, Bloomberg, Corporate Finance, Hedge Funds, Investment Management, Financial Modeling, Life Insurance, Retirement Planning, Strategy, Derivatives, Equity Research, Fixed Annuities, Valuation, Strategic Financial..., Annuity Sales, Wealth Transfer..., Licensed in Long Term...
Education
Drexel University - College of Business and Administration
BS, Finance
North Allegheny HS
uFinancial Group November 2012 - Present
Millersville University April 1991 - August 2012
Arthritis Foundation 1980 - 1986
Skills
Career Counseling, Higher Education, Public Speaking, Student Affairs, Resume Writing, Student Development, Event Planning, Grant Writing, Training, Community Outreach, Program Development, Adult Education
Education
Temple University 1991 — 1993
M.Ed, Adult Education
West Chester University of Pennsylvania
B.S., Social Studies Education
uFinancial/Mass Mutual March 2006 - Present
uFinancial Group December 2002 - Present
US Army June 1974 - June 1994
Education
Penn State University 1995 — 1996
Teaching Certification, Social Studies
Widener University 1985 — 1988
MBA, Business
University of North Georgia 1970 — 1974
B.A., History
Balboa High School 1967 — 1970
Diploma, General
UFinancial Group November 2011 - Present
UPS October 1994 - January 2012
United States Air Force September 1986 - July 1998
Skills
Securities, Retirement, Strategic Planning, Leadership, Management
Education
West Chester University of Pennsylvania 1983 — 1985
Bachelor of Arts (B.A.), Political Science and Government
East Stroudsburg University of Pennsylvania 1981 — 1983
Benefitfocus October 2014 - Present
uFinancial Group September 2010 - September 2014
Integrity Bank May 2007 - September 2010
Metro Bank May 2006 - May 2007
Metro Bank June 2001 - May 2006
Skills
Windows, Microsoft Office, Computer Hardware, Teamwork, Access, Excel, Databases, Customer Service, Analysis, XP, Problem Solving, PowerPoint, Outlook, Testing, Windows 7
Education
San Diego State University-California State University 1998 — 2000
BA Information Systems, Information Systems, Business
Grossmont College 1995 — 1998
AA Business, Business
MetLife Premier Client Group of Greater Philadelphia August 2014 - Present
uFinancial Group August 2012 - September 2013
BGA Insurance Group July 2011 - August 2012
Exit Elite Realty December 2010 - August 2011
Progressive Business Publications March 2010 - August 2010
Skills
Strategic Financial..., Financial Analysis, Financial Risk, Managerial Finance, Life Insurance, Health Insurance, Medicare, Medicare Part D, Medicare Prescription..., Individual Health..., Insurance, Email Marketing, Blogging, Content Strategy, Social Media, Content Marketing, Marketing Communications, Web Analytics, Social Media Marketing, Online Advertising, Editorial, Editing, SEO, Content Management
Education
Penn State University
Political Science, Pl Sc
uFinancial Group June 2014 - Present
Swatara Middle School August 2013 - June 2014
Hempfield School District 2012 - June 2013
Alliance Academy International 2010 - 2012
NYC DOE June 2007 - August 2010
Skills
Teaching, Mathematics, Data Analysis, Education, Educational Technology, Staff Development, Public Speaking, Microsoft Office, Community Outreach, Nonprofits, Curriculum Development, Leadership, Higher Education, Curriculum Design, Program Development, Customer Service
Education
Messiah College 2003 — 2007
Religious Studies and Mathematics
Saint John's University 2007 — 2009
Masters of Education in Mathematics
uFinancial Group April 2004 - Present
Education
The American College 2005 — 2011
Chartered Financial Consultant, Financial Planning and Services
Lehigh University 1972 — 1977
Master of Science (MS), Industrial Engineering
Villanova University 1962 — 1966
Bachelor of Engineering (BE), Electrical Engineering
uFinancial Group January 2011 - Present
MetLife June 2003 - December 2010
F&M Trust Co. April 2001 - June 2003
MetLife March 1996 - April 2001
South Middleton School District September 1971 - March 1996
Shippensburg School District December 1970 - August 1971
Education
Penn State University 1973 — 1974
MA, Classical Languages
Shippensburg University of Pennsylvania 1968 — 1971
BS in Sec Ed, English
St Charles College 1966 — 1968
Wienken Weatlth Management, "associated with uFinancial Group" November 2013 - Present
uFinancial Group May 2012 - May 2013
State College Spikes Baseball June 2008 - September 2011
Bryce Jordan Center August 2009 - January 2011
Education
Penn State University 2009 — 2013
Bachelor's degree, Public Relations
uFinancial Group October 1996 - Present
Skills
Access, Networking, Licensing, Estate Law, Health Insurance, Customer Service, Investment Advisory..., Team Building, Microsoft Excel, Capital Markets, Corporate Finance, Valuation, New Business Development, Whole Life, Market Research, Hedge Funds, Alternative Investments, Recruiting, Business Valuation, Sales Management
Education
Shippensburg University of Pennsylvania 1992 — 1996
Bachelor of Science (BS), Finance, General
uFinancial Group May 2014 - Present
El Serrano/Culturas June 2011 - Present
Education
Penn State University