uFinancial Group

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uFinancial Group Employees

Employee
Years
Job
Industry
Paul Flohr Paul Flohr Harrisburg, Pennsylvania Area Details
Paul Flohr's uFinancial Group Experience November 2013 - Present
Job Agency Director of Accountability uFinancial Group
Industry Insurance
Experience
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

Josh Logan Josh Logan Mechanicsburg, Pennsylvania Details
Josh Logan's uFinancial Group Experience June 2012 - August 2012
Job Student at Grove City College: seeking a career in Advertising or Brand Development
Industry Marketing and Advertising
Experience
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

Chad Brooks Chad Brooks Enola, Pennsylvania Details
Chad Brooks's uFinancial Group Experience May 2014 - September 2014
Job Intern at AJ's Truck and Trailer Center
Industry Consumer Goods
Experience
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

Liz Moriarta Liz Moriarta State College, Pennsylvania Details
Liz Moriarta's uFinancial Group Experience July 2003 - June 2010
Job Lion Blue Carpet Crew and Office Cleaning
Industry Consumer Services
Experience
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

Paul Broomell Paul Broomell East Petersburg, Pennsylvania Details
Paul Broomell's uFinancial Group Experience May 2013 - Present
Job Financial Representative at uFinancial Group
Industry Financial Services
Experience
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

Jordan Zackery Jordan Zackery Harrisburg, Pennsylvania Details
Jordan Zackery's uFinancial Group Experience February 2015 - April 2015
Job Trader at The PFM Group
Industry Financial Services
Experience
The PFM Group  April 2015 - Present
uFinancial Group   February 2015 - April 2015
Fulton Financial Corporation  January 2014 - January 2015
Fulton Financial Corporation  June 2011 - January 2014

Skills
Banking, Finance, Social Media, Portfolio Management, Accounting, Financial Analysis, Bloomberg, Fixed Income, Trading, Bond Markets, Teamwork, Microsoft Office, Financial Services, Event Planning, Customer Service, Microsoft Excel

Education
Franklin & Marshall College   2011 — 2015
Bachelor's Degree, Economics

Stephanie Lachance Stephanie Lachance Lancaster, Pennsylvania Area Details
Stephanie Lachance's uFinancial Group Experience May 2013 - September 2014
Job Neighborhood Sales Manager, Chanticleer, York PA at Charter Homes and Neighborhoods
Industry Construction
Experience
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

Nick Brightbill Nick Brightbill Lancaster, Pennsylvania Area Details
Nick Brightbill's uFinancial Group Experience June 2011 - January 2014
Job Financial Planner Hershey Financial Advisers
Industry Financial Services
Experience
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

Aaron Keith McBride Aaron Keith McBride Greater Philadelphia Area Details
Aaron Keith McBride's uFinancial Group Experience June 2010 - December 2012
Job Broker at Devon Financial Partners
Industry Financial Services
Experience
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

Michael J. Lynch, Jr. Michael J. Lynch, Jr. Greater Philadelphia Area Details
Michael J. Lynch, Jr.'s uFinancial Group Experience July 1994 - Present
Job Financial Planner at uFinancial Group / MassMutual
Industry Financial Services
Experience
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

Derek Bryant Derek Bryant New Providence, Pennsylvania Details
Derek Bryant's uFinancial Group Experience August 2013 - August 2014
Job Account Executive at The Income Store
Industry Financial Services
Experience
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

Stephanie Boehm Stephanie Boehm Camp Hill, Pennsylvania Details
Stephanie Boehm's uFinancial Group Experience January 2009 - July 2013
Job Mortgage Consultant NMLS: 1195002 at Movement Mortgage, LLC
Industry Financial Services
Experience
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

Beth Connelly Beth Connelly Camp Hill, Pennsylvania Details
Beth Connelly's uFinancial Group Experience April 2013 - Present
Job Assistant at uFinancial Group
Industry Financial Services
Experience
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

Eric Jenesky Eric Jenesky Wilmington, Delaware Details
Eric Jenesky's uFinancial Group Experience July 2012 - January 2013
Job Business Analysis & Reporting Specialist at JPMorgan Chase
Industry Investment Banking
Experience
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

James Cichelli James Cichelli Harrisburg, Pennsylvania Area Details
James Cichelli's uFinancial Group Experience April 2004 - Present
Job Financial Advisor at uFinancial Group
Industry Financial Services
Experience
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

Justin Cowan, MBA Justin Cowan, MBA Harrisburg, Pennsylvania Area Details
Justin Cowan, MBA's uFinancial Group Experience May 2012 - September 2012
Job Director of the Bureau of Finance and Operations for the Department of State
Industry Government Administration
Experience
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

Jessica Burger Jessica Burger Greater Philadelphia Area Details
Jessica Burger's uFinancial Group Experience July 2009 - Present
Job Financial Advisor
Industry Financial Services
Experience
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

Joshua Sheehan Joshua Sheehan Mechanicsburg, Pennsylvania Details
Joshua Sheehan's uFinancial Group Experience June 2014 - Present
Job Financial Services Professional at uFinancial Group
Industry Financial Services
Experience
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

Kaylyn Sanbower Kaylyn Sanbower Greater New York City Area Details
Kaylyn Sanbower's uFinancial Group Experience May 2014 - August 2014
Job Assistant National Bank Examiner at Office of the Comptroller of the Currency
Industry Financial Services
Experience
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

Jessica Houck Jessica Houck Harrisburg, Pennsylvania Area Details
Jessica Houck's uFinancial Group Experience November 2013 - April 2014
Job "Be part of something instead of having all of nothing."
Industry Retail
Experience
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

Thomas Falcone Thomas Falcone Exton, Pennsylvania Details
Thomas Falcone's uFinancial Group Experience May 2013 - September 2013
Job Assistant Product Manager at Specialty Resources, Inc
Industry Logistics and Supply Chain
Experience
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

Ryan Acri Ryan Acri Hershey, Pennsylvania Details
Ryan Acri's uFinancial Group Experience August 2010 - February 2012
Job Divisional Vice President at AIG Financial Distributors
Industry Financial Services
Experience
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

Carol Sexton Carol Sexton Greater Philadelphia Area Details
Carol Sexton's uFinancial Group Experience 2007 - 2012
Job Brokerage Director at Mass Mutual Financial Group / uFinancial Group
Industry Financial Services
Experience
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

Tony Feliciano Tony Feliciano Harrisburg, Pennsylvania Area Details
Tony Feliciano's uFinancial Group Experience January 1987 - Present
Job Senior Partner, uFinancial Group
Industry Financial Services
Experience
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

Svetlana Capsa Svetlana Capsa Chambersburg, Pennsylvania Details
Svetlana Capsa's uFinancial Group Experience May 2014 - Present
Job Financial Services Professional at uFinancial Group
Industry Financial Services
Experience
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

Shawn Dempsey Shawn Dempsey Greater Philadelphia Area Details
Shawn Dempsey's uFinancial Group Experience December 2012 - January 2013
Job Advisor at 1847Financial
Industry Financial Services
Experience
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

Jason T. Cabot Jason T. Cabot Greater Philadelphia Area Details
Jason T. Cabot's uFinancial Group Experience March 2015 - Present
Job Financial Services Professional at uFinancial Group
Industry Financial Services
Experience
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

Kiley Waters Kiley Waters Wallingford, Pennsylvania Details
Kiley Waters's uFinancial Group Experience June 2012 - August 2012
Job Payroll Specialist at PayDay Payroll Resources
Industry Financial Services
Experience
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

Jerry W. Stirkey Jerry W. Stirkey Carlisle, Pennsylvania Details
Jerry W. Stirkey's uFinancial Group Experience November 2011 - June 2013
Job GRAHAM Motor Company, Cadillac, BuickGMC
Industry Automotive
Experience
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

Dominic Marinucci Dominic Marinucci Greater Philadelphia Area Details
Dominic Marinucci's uFinancial Group Experience August 2011 - Present
Job Financial Advisor at uFinancial Group
Industry Financial Services
Experience
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

Tomekhia Vega Tomekhia Vega Greater Philadelphia Area Details
Tomekhia Vega's uFinancial Group Experience February 2015 - Present
Job Financial Marketing Specialist
Industry Marketing and Advertising
Experience
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

Seth Scott Seth Scott Chambersburg, Pennsylvania Details
Seth Scott's uFinancial Group Experience August 2012 - Present
Job Managing Associate at uFinancial Group
Industry Financial Services
Experience
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

Kira Cramer Kira Cramer Chambersburg, Pennsylvania Details
Kira Cramer's uFinancial Group Experience November 2013 - Present
Job Financial Services Professional at uFinancial Group
Industry Financial Services
Experience
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

Christopher Cocores Christopher Cocores Harrisburg, Pennsylvania Area Details
Christopher Cocores's uFinancial Group Experience October 2011 - Present
Job Managing Partner, uFinancial formerly Wienken & Associates
Industry Financial Services
Experience
uFinancial Group   October 2011 - Present
uFinancial Group   August 2005 - October 2011

Education
Dickinson College

The Morgan School, Clinton CT

Noris Pasic Noris Pasic Lancaster, Pennsylvania Details
Noris Pasic's uFinancial Group Experience January 2012 - October 2013
Job Financial Analyst at Listrak
Industry Information Technology and Services
Experience
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

Jeffrey Emrich Jeffrey Emrich Lancaster, Pennsylvania Area Details
Jeffrey Emrich's uFinancial Group Experience September 2014 - Present
Job Managing Partner / Financial Advisor
Industry Financial Services
Experience
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

Grisha Iventichev Grisha Iventichev Baltimore, Maryland Area Details
Grisha Iventichev's uFinancial Group Experience May 2012 - August 2012
Job Account Executive at LINQ Services
Industry Management Consulting
Experience
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

David A. Sauers, CFP®, ChFC® David A. Sauers, CFP®, ChFC® Wilmington, Delaware Details
David A. Sauers, CFP®, ChFC®'s uFinancial Group Experience October 2009 - Present
Job Financial Planner
Industry Financial Services
Experience
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

Kelly Updegrave Kelly Updegrave Lancaster, Pennsylvania Area Details
Kelly Updegrave's uFinancial Group Experience March 2014 - Present
Job Office Manager at uFinancial Group
Industry Banking
Experience
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

Will McColley Will McColley Greater Boston Area Details
Will McColley's uFinancial Group Experience January 2014 - December 2014
Job Regional Sales Manager at Direct Energy Solar
Industry Renewables & Environment
Experience
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

Jonathan Lapp Jonathan Lapp Gap, Pennsylvania Details
Jonathan Lapp's uFinancial Group Experience May 2013 - Present
Job Financial Representative at uFinancial Group
Industry Financial Services
Experience
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

Adam Landes Adam Landes Elizabethtown, Pennsylvania Details
Adam Landes's uFinancial Group Experience June 2015 - Present
Job Student at Elizabethtown College
Industry Financial Services
Experience
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

christy Lininger christy Lininger Chambersburg, Pennsylvania Details
christy Lininger's uFinancial Group Experience March 2014 - Present
Job Independent Distributor at IT Works Global
Industry Wholesale
Experience
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

Liz Rotiroti Liz Rotiroti Houston, Texas Details
Liz Rotiroti's uFinancial Group Experience May 2012 - August 2012
Job Project Manager at Signet Interactive
Industry Marketing and Advertising
Experience
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

Rebecca Jeffery Rebecca Jeffery Greater Philadelphia Area Details
Rebecca Jeffery's uFinancial Group Experience February 2014 - Present
Job Executive Assistant/Client Servicing
Industry Financial Services
Experience
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

Ashley Loper Ashley Loper Harrisburg, Pennsylvania Area Details
Ashley Loper's uFinancial Group Experience May 2013 - August 2014
Job Finance & Marketing Professinal
Industry Financial Services
Experience
The PFM Group  September 2015 - Present
Sauve Consulting Group, Inc.   October 2014 - May 2015
uFinancial Group   May 2013 - August 2014
Red Lobster  November 2007 - May 2014
Gail & Rice  May 2010 - August 2010

Skills
Time Management, Microsoft Office, PowerPoint, Social Media, Event Planning, Facebook, Retirement, Insurance, Teamwork, Access, Social Networking, Data Entry, Writing, Promotions, Disability Insurance, Finance, Outlook, Investments, Financial Services, Life Insurance, Risk Management, Cultural Awareness

Education
Shippensburg University of Pennsylvania   2009 — 2014
B.S.B.A., Dual Degree in Personal Financial Planning and Marketing, Minor in Spanish

Central Dauphin East High School   2005 — 2009
Diploma

Thomas Miller, CFP® Thomas Miller, CFP® Camp Hill, Pennsylvania Details
Thomas Miller, CFP®'s uFinancial Group Experience June 2011 - January 2014
Job Vice President, Relationship Manager at PNC Wealth Management
Industry Financial Services
Experience
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

Matt Carroll Matt Carroll Greater New York City Area Details
Matt Carroll's uFinancial Group Experience September 2012 - December 2012
Job Internal Wholesaler, AXA Distributors
Industry Financial Services
Experience
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

Aaron Miner Aaron Miner Greater Philadelphia Area Details
Aaron Miner's uFinancial Group Experience September 2013 - Present
Job Registered Representative
Industry Financial Services
Experience
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

Gregory Henkel Gregory Henkel Harrisburg, Pennsylvania Area Details
Gregory Henkel's uFinancial Group Experience September 2015 - Present
Job Financial Services Professional at uFinancial Group
Industry Banking
Experience
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

Heather Beasley Heather Beasley Greater Pittsburgh Area Details
Heather Beasley's uFinancial Group Experience May 2012 - January 2013
Job Financial Services Professional and Yoga Instructor
Industry Financial Services
Experience
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

Michelle Patashna Michelle Patashna York, Pennsylvania Details
Michelle Patashna's uFinancial Group Experience January 2014 - July 2014
Job Underwriting Assistant
Industry Financial Services
Experience
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

Colleen Mullin Colleen Mullin Greater Philadelphia Area Details
Colleen Mullin's uFinancial Group Experience 2009 - 2011
Job Financial Services Professional
Industry Financial Services
Experience
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

Drew Yerger Drew Yerger Mechanicsburg, Pennsylvania Details
Drew Yerger's uFinancial Group Experience Financial PlanneruFinancial Group2009 - Present
Job Financial Planner at uFinancial Group
Industry Financial Services
Experience
uFinancial Group   Financial PlanneruFinancial Group2009 - Present
The Yerger Group, LLC   2008 - February 2009

Education
Susquehanna University   2003 — 2007
B.S Business Administration, Marketing Research

Michael Hallinan Michael Hallinan Harrisburg, Pennsylvania Area Details
Michael Hallinan's uFinancial Group Experience April 2013 - Present
Job Financial Planner at uFinancial Group
Industry Financial Services
Experience
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

Christian Swantek Christian Swantek Greater Philadelphia Area Details
Christian Swantek's uFinancial Group Experience July 2015 - Present
Job Financial Services Professional at uFinancial Group
Industry Financial Services
Experience
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

Diane Fleishman Diane Fleishman Lancaster, Pennsylvania Area Details
Diane Fleishman's uFinancial Group Experience November 2012 - Present
Job Director of Campus Relations at The Lancaster Financial Group/Mass Mutual Financial Group
Industry Higher Education
Experience
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

Richard Moultrie Richard Moultrie Harrisburg, Pennsylvania Area Details
Richard Moultrie's uFinancial Group Experience December 2002 - Present
Job Financial Advisor at uFinancial Group
Industry Financial Services
Experience
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

Bryan Dilcher Bryan Dilcher Kennett Square, Pennsylvania Details
Bryan Dilcher's uFinancial Group Experience November 2011 - Present
Job UFinancial Group
Industry Financial Services
Experience
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

Badi Baltgalvis Badi Baltgalvis Charleston, South Carolina Area Details
Badi Baltgalvis's uFinancial Group Experience September 2010 - September 2014
Job PC/Mac Support Specialist at Benefitfocus
Industry Information Technology and Services
Experience
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

Nicholas R Castellano Nicholas R Castellano Plymouth Meeting, Pennsylvania Details
Nicholas R Castellano's uFinancial Group Experience August 2012 - September 2013
Job Financial Advisor at MetLife Premier Client Group of Greater Philadelphia
Industry Financial Services
Experience
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

Clinton Simmons Clinton Simmons Elizabethtown, Pennsylvania Details
Clinton Simmons's uFinancial Group Experience June 2014 - Present
Job Financial Services Professional at uFinancial Group
Industry Financial Services
Experience
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

Jim Cichelli Jim Cichelli Harrisburg, Pennsylvania Area Details
Jim Cichelli's uFinancial Group Experience April 2004 - Present
Job Financial Advisor at uFinancial Group
Industry Financial Services
Experience
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

Phil Huntzinger CFP®, CLU®, ChFC®, LUTCF Phil Huntzinger CFP®, CLU®, ChFC®, LUTCF Mechanicsburg, Pennsylvania Details
Phil Huntzinger CFP®, CLU®, ChFC®, LUTCF's uFinancial Group Experience January 2011 - Present
Job Financial Advisor & Compliance Specialist at uFinancial Group (Retired)
Industry Financial Services
Experience
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

Kyle Buterbaugh Kyle Buterbaugh State College, Pennsylvania Area Details
Kyle Buterbaugh's uFinancial Group Experience May 2012 - May 2013
Job Financial Services Professional
Industry Financial Services
Experience
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

Mike Weaverling Mike Weaverling Boalsburg, Pennsylvania Details
Mike Weaverling's uFinancial Group Experience October 1996 - Present
Job Partner at UFinancial
Industry Financial Services
Experience
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

David Mohimani David Mohimani Millersville, Pennsylvania Details
David Mohimani's uFinancial Group Experience May 2014 - Present
Job Waiter at El Serrano/Culturas
Industry Financial Services
Experience
uFinancial Group   May 2014 - Present
El Serrano/Culturas   June 2011 - Present

Education
Penn State University