Univest Company
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Univest Employees
Employee
Years
Job
Industry
Cori Glace Cori Glace's Univest Experience April 2000 - April 2008
Job Office Coordinator, FBC Home Concept
Industry Construction
Experience
FBC Home Concept December 2013 - Present
Lynx Services July 2008 - 2013
Univest April 2000 - April 2008
Wal-Mart July 1996 - April 2000
Skills
Customer Service, Insurance, Microsoft Excel, Project Management
Education
Bob Jones University 1996 — 1997
FBC Home Concept December 2013 - Present
Lynx Services July 2008 - 2013
Univest April 2000 - April 2008
Wal-Mart July 1996 - April 2000
Skills
Customer Service, Insurance, Microsoft Excel, Project Management
Education
Bob Jones University 1996 — 1997
Lauren Merkelt Lauren Merkelt's Univest Experience November 2014 - Present
Job Attended Kutztown University of Pennsylvania
Industry Accounting
Experience
Univest November 2014 - Present
Univest May 2014 - November 2014
Michaels Stores, Inc. July 2012 - November 2014
Teva Pharmaceuticals May 2009 - August 2009
Skills
Tax, Data Entry, Tax Returns, Microsoft Excel, Customer Service, Outlook, Microsoft Office, Microsoft Word, Oracle, Telephone Skills, Accounting, Retail, PowerPoint, Teamwork, Access, Time Management
Education
Kutztown University of Pennsylvania 2011 — 2013
Bachelor's Degree, Accounting
Bloomsburg University of Pennsylvania 2009 — 2011
Univest November 2014 - Present
Univest May 2014 - November 2014
Michaels Stores, Inc. July 2012 - November 2014
Teva Pharmaceuticals May 2009 - August 2009
Skills
Tax, Data Entry, Tax Returns, Microsoft Excel, Customer Service, Outlook, Microsoft Office, Microsoft Word, Oracle, Telephone Skills, Accounting, Retail, PowerPoint, Teamwork, Access, Time Management
Education
Kutztown University of Pennsylvania 2011 — 2013
Bachelor's Degree, Accounting
Bloomsburg University of Pennsylvania 2009 — 2011
Molly Applegate Molly Applegate's Univest Experience December 2013 - Present
Job SSR/Teller 1 at Univest
Industry Public Relations and Communications
Experience
Univest December 2013 - Present
B. Braun Medical May 2013 - August 2013
B. Braun Medical May 2012 - August 2012
Minnich's Hallmark March 2010 - November 2011
Kmart Corporation June 2008 - March 2010
Skills
Team Leadership, Online Marketing, Online Communications, Public Speaking, Social Media Marketing, Sales, Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, Creative Problem Solving, Mathematics, Writing
Education
East Stroudsburg University of Pennsylvania 2010 — 2014
BS, Media Communications and Technology
Louis E. Dieruff HS 2006 — 2010
High School Diploma
Univest December 2013 - Present
B. Braun Medical May 2013 - August 2013
B. Braun Medical May 2012 - August 2012
Minnich's Hallmark March 2010 - November 2011
Kmart Corporation June 2008 - March 2010
Skills
Team Leadership, Online Marketing, Online Communications, Public Speaking, Social Media Marketing, Sales, Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, Creative Problem Solving, Mathematics, Writing
Education
East Stroudsburg University of Pennsylvania 2010 — 2014
BS, Media Communications and Technology
Louis E. Dieruff HS 2006 — 2010
High School Diploma
Jackson Ross Jackson Ross's Univest Experience May 2011 - July 2011
Job Student at Austin College
Industry Commercial Real Estate
Experience
Austin College September 2013 - May 2014
Austin College September 2013 - May 2014
Austin College January 2013 - January 2014
Austin College September 2011 - May 2013
Zajac Ranch for Children June 2011 - August 2011
Univest May 2011 - July 2011
Skills
Microsoft Word, PowerPoint, Social Media, Teamwork, English, Event Planning, Community Outreach, Leadership, Environmental Awareness, Fundraising, Editing
Education
Austin College 2010 — 2014
Bachelor's Degree, Business Administration and Political Science, 3.838/4.0
Chandler Preparatory Academy 2006 — 2010
High School Diploma
Austin College September 2013 - May 2014
Austin College September 2013 - May 2014
Austin College January 2013 - January 2014
Austin College September 2011 - May 2013
Zajac Ranch for Children June 2011 - August 2011
Univest May 2011 - July 2011
Skills
Microsoft Word, PowerPoint, Social Media, Teamwork, English, Event Planning, Community Outreach, Leadership, Environmental Awareness, Fundraising, Editing
Education
Austin College 2010 — 2014
Bachelor's Degree, Business Administration and Political Science, 3.838/4.0
Chandler Preparatory Academy 2006 — 2010
High School Diploma
Ryan Dietz Ryan Dietz's Univest Experience June 2012 - June 2013
Job Senior Technical Analyst at Telerx
Industry Consumer Services
Experience
Telerx August 2013 - Present
Univest June 2012 - June 2013
Citizens Bank October 2010 - May 2012
First Niagara Bank 2009 - 2010
Caulfied Associates June 2004 - June 2009
Skills
Consumer Lending, Loans, Retail Banking, Credit, Banking, Commercial Lending, Mortgage Lending, Lines Of Credit, Management, Small Business Lending, Commercial Banking, Cross Selling, Data Analysis
Education
Kutztown University of Pennsylvania 2004 — 2013
Bachelor's degree, Communication, General
Telerx August 2013 - Present
Univest June 2012 - June 2013
Citizens Bank October 2010 - May 2012
First Niagara Bank 2009 - 2010
Caulfied Associates June 2004 - June 2009
Skills
Consumer Lending, Loans, Retail Banking, Credit, Banking, Commercial Lending, Mortgage Lending, Lines Of Credit, Management, Small Business Lending, Commercial Banking, Cross Selling, Data Analysis
Education
Kutztown University of Pennsylvania 2004 — 2013
Bachelor's degree, Communication, General
Claire Schwartz Claire Schwartz's Univest Experience September 2011 - March 2013
Job Finance & Admin Manager at BioArra, Inc.
Industry Biotechnology
Experience
BioArra, Inc. August 2014 - Present
BioArra, Inc. March 2014 - August 2014
BioArra Inc. March 2013 - March 2014
Univest September 2011 - March 2013
Indy Jet Holdings, LLC January 2011 - May 2011
Indy Aero, LLC September 2010 - January 2011
BJU Flight Department October 2007 - May 2009
Chick-fil-A January 2002 - January 2009
Skills
Data Entry, Human Resources, Microsoft Excel, Microsoft Word, Adobe Acrobat, PowerPoint, Outlook, Customer Service, Event Planning, Data Analysis, Project Management, Office Management, Invoicing, Payroll, QuickBooks, Training
Education
Bob Jones University 2005 — 2010
Bachelor of Science (B.S.), Business Administration
BioArra, Inc. August 2014 - Present
BioArra, Inc. March 2014 - August 2014
BioArra Inc. March 2013 - March 2014
Univest September 2011 - March 2013
Indy Jet Holdings, LLC January 2011 - May 2011
Indy Aero, LLC September 2010 - January 2011
BJU Flight Department October 2007 - May 2009
Chick-fil-A January 2002 - January 2009
Skills
Data Entry, Human Resources, Microsoft Excel, Microsoft Word, Adobe Acrobat, PowerPoint, Outlook, Customer Service, Event Planning, Data Analysis, Project Management, Office Management, Invoicing, Payroll, QuickBooks, Training
Education
Bob Jones University 2005 — 2010
Bachelor of Science (B.S.), Business Administration
Jennifer Bergey's Univest Experience July 2013 - February 2015
Job Investment Operations Specialist
Industry Financial Services
Experience
Univest Investments Inc February 2015 - Present
Univest July 2013 - February 2015
Maxim Healthcare Services January 2012 - May 2012
Skills
Time Management, Sales, Customer Service, Marketing, Microsoft Word, Human Resources, Strategic Planning, Microsoft Excel, Money
Education
Kutztown University of Pennsylvania 2011 — 2013
B.S.B.A., Bachelor of Science in Business Administration, Concentration in Marketing
Bucks County Community College 2009 — 2011
Associate of Arts and Sciences (A.A.S.), Business Administration and Management, General
Pennridge High School
Univest Investments Inc February 2015 - Present
Univest July 2013 - February 2015
Maxim Healthcare Services January 2012 - May 2012
Skills
Time Management, Sales, Customer Service, Marketing, Microsoft Word, Human Resources, Strategic Planning, Microsoft Excel, Money
Education
Kutztown University of Pennsylvania 2011 — 2013
B.S.B.A., Bachelor of Science in Business Administration, Concentration in Marketing
Bucks County Community College 2009 — 2011
Associate of Arts and Sciences (A.A.S.), Business Administration and Management, General
Pennridge High School
Anthony Fratatoni Anthony Fratatoni's Univest Experience October 2013 - Present
Job I work with middle market businesses looking to proactively manage their everyday operating risk
Industry Insurance
Experience
Univest October 2013 - Present
OfficeMax Workplace January 2013 - September 2013
Paychex February 2011 - January 2013
Skills
Cold Calling, New Business Development, Sales, Account Management, Sales Prospecting, Microsoft Office, Salesforce.com, Networking, Customer Service, Sales Presentations, Sales Process, Recruiting, Employee Benefits, Time Management, Management, Business Development, Sales Management, Direct Sales, Customer Retention
Education
Drexel University 2006 — 2009
Bachelor of Business Administration (BBA), Finance, General
Univest October 2013 - Present
OfficeMax Workplace January 2013 - September 2013
Paychex February 2011 - January 2013
Skills
Cold Calling, New Business Development, Sales, Account Management, Sales Prospecting, Microsoft Office, Salesforce.com, Networking, Customer Service, Sales Presentations, Sales Process, Recruiting, Employee Benefits, Time Management, Management, Business Development, Sales Management, Direct Sales, Customer Retention
Education
Drexel University 2006 — 2009
Bachelor of Business Administration (BBA), Finance, General
Nicole Link's Univest Experience March 2005 - January 2007
Job Retail/Management Professional
Industry Retail
Experience
Sterling Jewelers (Kay) 2002 - Present
First Niagara Bank May 2013 - December 2013
Harleysville National Bank January 2007 - April 2010
Univest March 2005 - January 2007
Skills
Sales Management, Customer Satisfaction, Loans, Bank Reconciliation, Employee Training, Performance Reviews, Notary, Outlook, Microsoft Word, Microsoft Excel, Communication, Interviews, Creative Problem Solving, Credit, Customer Retention, Customer Service, Team Management, Brainstorm Facilitation, Team-oriented, Retail Displays, Leadership, Outbound Marketing, Teller Operations, Retail Sales Experience
Education
Kutztown University of Pennsylvania 2001 — 2003
Speech Communications, Speech Communication and Rhetoric
Northampton Community College 1998 — 2001
Associate of Arts and Sciences (AAS), Education
Freedom High School 1994 — 1998
Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Sterling Jewelers (Kay) 2002 - Present
First Niagara Bank May 2013 - December 2013
Harleysville National Bank January 2007 - April 2010
Univest March 2005 - January 2007
Skills
Sales Management, Customer Satisfaction, Loans, Bank Reconciliation, Employee Training, Performance Reviews, Notary, Outlook, Microsoft Word, Microsoft Excel, Communication, Interviews, Creative Problem Solving, Credit, Customer Retention, Customer Service, Team Management, Brainstorm Facilitation, Team-oriented, Retail Displays, Leadership, Outbound Marketing, Teller Operations, Retail Sales Experience
Education
Kutztown University of Pennsylvania 2001 — 2003
Speech Communications, Speech Communication and Rhetoric
Northampton Community College 1998 — 2001
Associate of Arts and Sciences (AAS), Education
Freedom High School 1994 — 1998
Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Denise Yannarell Denise Yannarell's Univest Experience 1999 - 2014
Job VP Relationship Manager Speciality Markets at MileStone Bank
Industry Banking
Experience
MileStone Bank July 2014 - March 2015
Univest 1999 - 2014
Sovereign Bank May 1996 - March 1999
Skills
Customer Service, Business Development, Case Managment, Community Development, Training, Case Management, Banking, Coaching, Risk Management, Analysis, Business Planning, CRM, Portfolio Management, Insurance, Management, Finance, Leadership, Credit, Public Speaking, Sales, Commercial Banking
Education
La Salle University 1977 — 1979
Associate's degree, Accounting and Computer Science
MileStone Bank July 2014 - March 2015
Univest 1999 - 2014
Sovereign Bank May 1996 - March 1999
Skills
Customer Service, Business Development, Case Managment, Community Development, Training, Case Management, Banking, Coaching, Risk Management, Analysis, Business Planning, CRM, Portfolio Management, Insurance, Management, Finance, Leadership, Credit, Public Speaking, Sales, Commercial Banking
Education
La Salle University 1977 — 1979
Associate's degree, Accounting and Computer Science
Kristen Kern Kristen Kern's Univest Experience March 2015 - Present
Job Freelance Graphic Designer and Artist
Industry Graphic Design
Experience
Univest March 2015 - Present
kkernkreations December 2004 - Present
Gap Inc./Banana Republic September 2009 - March 2015
Brown Dog Design August 2009 - October 2009
Skills
Posters, Business Cards, Painting, Leadership, Flyers, Merchandising, Fashion, Visual Merchandising, Program Management, Adobe Creative Suite, Typography, Illustrator
Education
Hussian School of Art 2009 — 2010
continuing education, Graphic Design
Edinboro University of Pennsylvania 2001 — 2005
Bachelor of Fine Arts, Animation, Printmaking
Univest March 2015 - Present
kkernkreations December 2004 - Present
Gap Inc./Banana Republic September 2009 - March 2015
Brown Dog Design August 2009 - October 2009
Skills
Posters, Business Cards, Painting, Leadership, Flyers, Merchandising, Fashion, Visual Merchandising, Program Management, Adobe Creative Suite, Typography, Illustrator
Education
Hussian School of Art 2009 — 2010
continuing education, Graphic Design
Edinboro University of Pennsylvania 2001 — 2005
Bachelor of Fine Arts, Animation, Printmaking
Jonathan Hill Jonathan Hill's Univest Experience January 2001 - October 2004
Job Director of Sales Operations at Nomi
Industry Information Technology and Services
Experience
Nomi March 2015 - Present
Monetate, Inc. May 2012 - March 2015
ADP December 2007 - May 2012
QNB Bank November 2006 - December 2007
Armstrong World Industries October 2004 - November 2006
Univest January 2001 - October 2004
Skills
Salesforce.com, Lead Generation, SaaS, Sales Process, Sales Management, Product Launch, Strategic Planning, Marketing Automation, Sales Enablement, Sales Operations, Marketing, Solution Selling, Direct Sales, B2B, Sales, Strategy, P&L Management, Cloud Computing, CRM, Management, Training, Leadership Development, Enterprise Software, Building Relationships, Account Management, Leadership, Multi-channel Marketing, Software Industry, Analytics, Channel Partners, Team Building, Team Leadership, Strategic Partnerships, Sales Presentations, Professional Services, Cross-functional Team..., International Sales, Selling, Sales Effectiveness, Business Intelligence, Product Marketing, Direct Marketing, Marketing Strategy, Online Marketing, Go-to-market Strategy, Start-ups, Digital Marketing, Executive Management, Competitive Analysis, Demand Generation
Education
Saint Joseph's University - Erivan K. Haub School of Business 2009 — 2011
Master’s Degree, Business Intelligence
Gwynedd-Mercy College 1999 — 2004
Bachelor’s Degree, Business Management and Marketing
Nomi March 2015 - Present
Monetate, Inc. May 2012 - March 2015
ADP December 2007 - May 2012
QNB Bank November 2006 - December 2007
Armstrong World Industries October 2004 - November 2006
Univest January 2001 - October 2004
Skills
Salesforce.com, Lead Generation, SaaS, Sales Process, Sales Management, Product Launch, Strategic Planning, Marketing Automation, Sales Enablement, Sales Operations, Marketing, Solution Selling, Direct Sales, B2B, Sales, Strategy, P&L Management, Cloud Computing, CRM, Management, Training, Leadership Development, Enterprise Software, Building Relationships, Account Management, Leadership, Multi-channel Marketing, Software Industry, Analytics, Channel Partners, Team Building, Team Leadership, Strategic Partnerships, Sales Presentations, Professional Services, Cross-functional Team..., International Sales, Selling, Sales Effectiveness, Business Intelligence, Product Marketing, Direct Marketing, Marketing Strategy, Online Marketing, Go-to-market Strategy, Start-ups, Digital Marketing, Executive Management, Competitive Analysis, Demand Generation
Education
Saint Joseph's University - Erivan K. Haub School of Business 2009 — 2011
Master’s Degree, Business Intelligence
Gwynedd-Mercy College 1999 — 2004
Bachelor’s Degree, Business Management and Marketing
Lew Sharpless Lew Sharpless's Univest Experience January 2014 - November 2014
Job Coaching and Leading Mortgage Sales Professionals
Industry Financial Services
Experience
Fulton Mortgage Co April 2015 - Present
Univest January 2014 - November 2014
PHH Mortgage April 1994 - January 2014
CenterBank November 1987 - April 1994
Skills
Loans, FHA, Loan Origination, Refinance, VA loans, FHA financing, Underwriting, Loss Mitigation, Sales Management, Relationship Management, Credit Analysis, Cross Selling, Account Management, Recruiting, Training, Sales, Business Development, Selling, Customer Service, Customer Retention, Real Estate, Sellers, First Time Home Buyers, Mortgage Marketing, Financial Services, VA Loans, FHA Financing, Mortgage Banking
Education
Interdenominational Theological Center 1975 — 1978
Master of Divinity (M.Div.), Theology and Religious Vocations
Asbury College 1971 — 1975
Bachelor of Arts (B.A.), Education
Millville Senior High School 1969 — 1971
High School Diploma, 1971
Fulton Mortgage Co April 2015 - Present
Univest January 2014 - November 2014
PHH Mortgage April 1994 - January 2014
CenterBank November 1987 - April 1994
Skills
Loans, FHA, Loan Origination, Refinance, VA loans, FHA financing, Underwriting, Loss Mitigation, Sales Management, Relationship Management, Credit Analysis, Cross Selling, Account Management, Recruiting, Training, Sales, Business Development, Selling, Customer Service, Customer Retention, Real Estate, Sellers, First Time Home Buyers, Mortgage Marketing, Financial Services, VA Loans, FHA Financing, Mortgage Banking
Education
Interdenominational Theological Center 1975 — 1978
Master of Divinity (M.Div.), Theology and Religious Vocations
Asbury College 1971 — 1975
Bachelor of Arts (B.A.), Education
Millville Senior High School 1969 — 1971
High School Diploma, 1971
Allison (Lucik) Bauer Allison (Lucik) Bauer's Univest Experience January 2014 - Present
Job Portfolio Manager at Univest
Industry Banking
Experience
Univest January 2014 - Present
Univest November 2012 - December 2013
Sovereign Bank February 2012 - November 2012
Sovereign Bank June 2011 - February 2012
First Niagara Bank January 2011 - June 2011
Sovereign Bank June 2006 - January 2011
Skills
Commercial Banking, Commercial Lending, Small Business Lending, Credit, Credit Analysis, Portfolio Management, Banking, Loans, Underwriting, Loan Origination, Retail Banking, Credit Risk, Mortgage Lending, Consumer Lending
Education
Bloomsburg University of Pennsylvania 2002 — 2006
Finance, Legal Studies, & International Business
Univest January 2014 - Present
Univest November 2012 - December 2013
Sovereign Bank February 2012 - November 2012
Sovereign Bank June 2011 - February 2012
First Niagara Bank January 2011 - June 2011
Sovereign Bank June 2006 - January 2011
Skills
Commercial Banking, Commercial Lending, Small Business Lending, Credit, Credit Analysis, Portfolio Management, Banking, Loans, Underwriting, Loan Origination, Retail Banking, Credit Risk, Mortgage Lending, Consumer Lending
Education
Bloomsburg University of Pennsylvania 2002 — 2006
Finance, Legal Studies, & International Business
Gwenn Catalone Gwenn Catalone's Univest Experience January 2009 - November 2010
Job Product Management Support at Veritiv
Industry Logistics and Supply Chain
Experience
Veritiv September 2012 - Present
BlankRome LLP September 2010 - June 2012
Univest January 2009 - November 2010
Morgan, Lewis & Bockius LLP April 2006 - June 2008
Med-X Transcription Service March 1997 - April 2006
Skills
Outlook, Customer Service, Time Management, Microsoft Word, Sales Management, Banking, Finance, Loans, CRM, Lotus Notes, iManage, Elite, Microsoft Excel, PowerPoint, Credit, Consumer Lending, Budgets, Retail Banking, Analysis, Project Management, Project Planning, Sales, Human Resources, Strategic Planning, Team Building, New Business Development, Risk Management, Training, Coaching, Forecasting, Leadership, Process Improvement, Management
Education
Indiana University of Pennsylvania 1988 — 1992
BS, Finance
Indiana University of Pennsylvania
Bachelor of Science, Finance
St Marys Area High
Veritiv September 2012 - Present
BlankRome LLP September 2010 - June 2012
Univest January 2009 - November 2010
Morgan, Lewis & Bockius LLP April 2006 - June 2008
Med-X Transcription Service March 1997 - April 2006
Skills
Outlook, Customer Service, Time Management, Microsoft Word, Sales Management, Banking, Finance, Loans, CRM, Lotus Notes, iManage, Elite, Microsoft Excel, PowerPoint, Credit, Consumer Lending, Budgets, Retail Banking, Analysis, Project Management, Project Planning, Sales, Human Resources, Strategic Planning, Team Building, New Business Development, Risk Management, Training, Coaching, Forecasting, Leadership, Process Improvement, Management
Education
Indiana University of Pennsylvania 1988 — 1992
BS, Finance
Indiana University of Pennsylvania
Bachelor of Science, Finance
St Marys Area High
Mary Beth Liddle (von Mechow)'s Univest Experience July 2004 - Present
Job Senior Vice President and Controller at Univest
Industry Financial Services
Experience
Univest July 2004 - Present
Progress Bank February 1998 - July 2004
CoreStates May 1994 - March 1997
Independence Bancop, Inc. May 1986 - May 1994
Skills
Budgets, Accounting, Financial Reporting, Finance, Corporate Tax, Financial Analysis, Sarbanes-Oxley Act, Cash Management, Portfolio Management, Mergers & Acquisitions
Education
Delaware Valley College 1988 — 1991
Bachelor of Science (B.S.), Business Administration
Kutztown University of Pennsylvania 1981 — 1984
BS Candidate, Computer Information Science
Univest July 2004 - Present
Progress Bank February 1998 - July 2004
CoreStates May 1994 - March 1997
Independence Bancop, Inc. May 1986 - May 1994
Skills
Budgets, Accounting, Financial Reporting, Finance, Corporate Tax, Financial Analysis, Sarbanes-Oxley Act, Cash Management, Portfolio Management, Mergers & Acquisitions
Education
Delaware Valley College 1988 — 1991
Bachelor of Science (B.S.), Business Administration
Kutztown University of Pennsylvania 1981 — 1984
BS Candidate, Computer Information Science
Rebecca (Grafton) Utermohlen's Univest Experience May 2014 - Present
Job Personal Lines Sales and Service Agent at Univest
Industry Real Estate
Experience
Univest May 2014 - Present
Coldwell Banker Realty Corp Associates 2012 - Present
State Farm March 2013 - May 2014
Coldwell Banker Realty Corp Associates January 2012 - March 2013
RE/MAX 440 Realty, Inc. May 2010 - December 2011
Skills
Social Networking, Facebook, Blogging, Advertising, Leadership, Public Speaking, Email Marketing, Entrepreneurship, Selling, Real Estate, Social Media, Social Media Marketing, Insurance, Sales
Education
Grove City College 2008 — 2011
Bachelor of Science, Entrepreneurship, Minor in Communication Studies, Magna Cum Laude
Souderton Area High School 2004 — 2008
Univest May 2014 - Present
Coldwell Banker Realty Corp Associates 2012 - Present
State Farm March 2013 - May 2014
Coldwell Banker Realty Corp Associates January 2012 - March 2013
RE/MAX 440 Realty, Inc. May 2010 - December 2011
Skills
Social Networking, Facebook, Blogging, Advertising, Leadership, Public Speaking, Email Marketing, Entrepreneurship, Selling, Real Estate, Social Media, Social Media Marketing, Insurance, Sales
Education
Grove City College 2008 — 2011
Bachelor of Science, Entrepreneurship, Minor in Communication Studies, Magna Cum Laude
Souderton Area High School 2004 — 2008
Dan Meuleners Dan Meuleners's Univest Experience December 2014 - Present
Job Corporate Banking Analyst at Univest
Industry Banking
Experience
Univest December 2014 - Present
Univest June 2014 - December 2014
Smeal Traders Association August 2012 - December 2013
American Bank June 2013 - August 2013
Wall Street Bootcamp January 2013 - June 2013
Penn State Investment Association August 2012 - December 2012
Florida State Varsity Track and Field August 2010 - April 2011
FSU Student Government Association- Freshman Leadership Council August 2010 - April 2011
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Social Media, Public Speaking, Teamwork
Education
Penn State University 2011 — 2013
Bachelor's Degree, Finance, 3.67 GPA
Florida State University 2010 — 2011
Undergraduate
Univest December 2014 - Present
Univest June 2014 - December 2014
Smeal Traders Association August 2012 - December 2013
American Bank June 2013 - August 2013
Wall Street Bootcamp January 2013 - June 2013
Penn State Investment Association August 2012 - December 2012
Florida State Varsity Track and Field August 2010 - April 2011
FSU Student Government Association- Freshman Leadership Council August 2010 - April 2011
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Social Media, Public Speaking, Teamwork
Education
Penn State University 2011 — 2013
Bachelor's Degree, Finance, 3.67 GPA
Florida State University 2010 — 2011
Undergraduate
James Munnelly James Munnelly's Univest Experience March 2010 - May 2011
Job
Industry
Experience
Ciccarelli Law Offices October 2014 - Present
The Altman Law Firm, LLC August 2014 - October 2014
Chester County District Attorney's Office May 2013 - May 2014
The Honorable Robert J. Mellon May 2012 - August 2012
Univest March 2010 - May 2011
Congressman Patrick Murphy May 2009 - December 2009
Philadelphia District Attorney's Office May 2008 - August 2008
Skills
Trials, Criminal Law, Legal Writing
Education
Widener University School of Law 2011 — 2014
Juris Doctorate, Law
Elizabethtown College 2005 — 2009
Bachelor's degree, Political Science
Ciccarelli Law Offices October 2014 - Present
The Altman Law Firm, LLC August 2014 - October 2014
Chester County District Attorney's Office May 2013 - May 2014
The Honorable Robert J. Mellon May 2012 - August 2012
Univest March 2010 - May 2011
Congressman Patrick Murphy May 2009 - December 2009
Philadelphia District Attorney's Office May 2008 - August 2008
Skills
Trials, Criminal Law, Legal Writing
Education
Widener University School of Law 2011 — 2014
Juris Doctorate, Law
Elizabethtown College 2005 — 2009
Bachelor's degree, Political Science
Shannon Veneri's Univest Experience October 2011 - June 2015
Job SBA Portfolio Manager at Bryn Mawr Trust
Industry Financial Services
Experience
Bryn Mawr Trust July 2015 - Present
Univest October 2011 - June 2015
East Coast Hoist, Inc. 2007 - 2011
Henry Company 2006 - 2007
FINOVA Capital Corporation 1999 - 2002
CoreStates Bank/First Union National Bank 1997 - 1999
CoreStates Bank 1995 - 1997
Skills
Collateral analysis, Commercial Banking, SBA Loans, Credit Analysis, Bookkeeping, Customer Service, Auditing
Education
Drexel University 1990 — 1995
Bachelor of Science (B.S.), Business Administration
Bryn Mawr Trust July 2015 - Present
Univest October 2011 - June 2015
East Coast Hoist, Inc. 2007 - 2011
Henry Company 2006 - 2007
FINOVA Capital Corporation 1999 - 2002
CoreStates Bank/First Union National Bank 1997 - 1999
CoreStates Bank 1995 - 1997
Skills
Collateral analysis, Commercial Banking, SBA Loans, Credit Analysis, Bookkeeping, Customer Service, Auditing
Education
Drexel University 1990 — 1995
Bachelor of Science (B.S.), Business Administration
Andrew Lein Andrew Lein's Univest Experience December 2011 - Present
Job Sales & Service Representative at Univest
Industry Financial Services
Experience
Univest December 2011 - Present
Wells Fargo March 2010 - December 2011
Citizens Bank December 2009 - March 2010
Skills
Credit, Loans, Banking, Retail Banking, Consumer Lending, Sales, Financial Services, Customer Service, Loan Origination, Customer Retention
Education
Bucks County Community College 2012 — 2014
Business Administration and Management, General
Bucknell University 2005 — 2007
Creative Writing
Univest December 2011 - Present
Wells Fargo March 2010 - December 2011
Citizens Bank December 2009 - March 2010
Skills
Credit, Loans, Banking, Retail Banking, Consumer Lending, Sales, Financial Services, Customer Service, Loan Origination, Customer Retention
Education
Bucks County Community College 2012 — 2014
Business Administration and Management, General
Bucknell University 2005 — 2007
Creative Writing
Jacob Slack Jacob Slack's Univest Experience June 2013 - January 2014
Job Supply chain at JBS
Industry Accounting
Experience
JBS December 2014 - Present
JBS January 2014 - December 2014
Univest June 2013 - January 2014
Eastern University September 2010 - December 2012
Skills
Public Speaking, PowerPoint, Microsoft Office, Microsoft Word, Teaching, Microsoft Excel, Event Planning, Social Media, Research, Higher Education, Customer Service, Leadership, Nonprofits, Teamwork, Time Management, Social Networking, Data Entry, Facebook, Fundraising
Education
Eastern University 2010 — 2012
Bachelor of Science (BS), Business Administration and Management, General
Plumstead Christian
JBS December 2014 - Present
JBS January 2014 - December 2014
Univest June 2013 - January 2014
Eastern University September 2010 - December 2012
Skills
Public Speaking, PowerPoint, Microsoft Office, Microsoft Word, Teaching, Microsoft Excel, Event Planning, Social Media, Research, Higher Education, Customer Service, Leadership, Nonprofits, Teamwork, Time Management, Social Networking, Data Entry, Facebook, Fundraising
Education
Eastern University 2010 — 2012
Bachelor of Science (BS), Business Administration and Management, General
Plumstead Christian
Jeremy Slone Jeremy Slone's Univest Experience May 2014 - August 2014
Job Audit Intern at Tait Weller
Industry Accounting
Experience
Tait Weller June 2015 - Present
Butrica Ployd & Associates January 2015 - April 2015
Enactus April 2014 - April 2015
Cairn University May 2013 - December 2014
Univest May 2014 - August 2014
Penn Valley Church May 2013 - August 2013
Skills
Public Speaking, Leadership, Teamwork, Microsoft Office, Marketing, Event Planning, Microsoft Word, Social Media, Time Management, Communication, Customer Service, Research, Nonprofits, Microsoft Excel
Education
Cairn University 2012 — 2016
B.S. in Business Administration, Accounting
Tait Weller June 2015 - Present
Butrica Ployd & Associates January 2015 - April 2015
Enactus April 2014 - April 2015
Cairn University May 2013 - December 2014
Univest May 2014 - August 2014
Penn Valley Church May 2013 - August 2013
Skills
Public Speaking, Leadership, Teamwork, Microsoft Office, Marketing, Event Planning, Microsoft Word, Social Media, Time Management, Communication, Customer Service, Research, Nonprofits, Microsoft Excel
Education
Cairn University 2012 — 2016
B.S. in Business Administration, Accounting
Stacy Pursel Stacy Pursel's Univest Experience 2002 - 2007
Job Client District Manager at ADP
Industry Information Services
Experience
ADP March 2010 - August 2013
Keystone Nazareth Bank and Trust August 2007 - December 2007
Univest 2002 - 2007
Skills
Outlook, Sales, Marketing, Customer Service, PowerPoint, Microsoft Word, Microsoft Excel, Microsoft Office, Time Management, Public Relations, Retail, Event Management, Public Speaking, Event Planning, Salesforce.com, Social Networking, Recruiting, Account Management, Coaching, Leadership, ADP Payroll, Training, Cold Calling, Human Resources, Sales Process, Employee Benefits, Team Building, Payroll
Education
Cedar Crest College 2011 — 2014
Master of Education (M.Ed.), Early Childhood Education and Teaching, Graduate
Cedar Crest College 2004 — 2009
Bachelor of Science (B.S.), Marketing Major, Communications Minor
ADP March 2010 - August 2013
Keystone Nazareth Bank and Trust August 2007 - December 2007
Univest 2002 - 2007
Skills
Outlook, Sales, Marketing, Customer Service, PowerPoint, Microsoft Word, Microsoft Excel, Microsoft Office, Time Management, Public Relations, Retail, Event Management, Public Speaking, Event Planning, Salesforce.com, Social Networking, Recruiting, Account Management, Coaching, Leadership, ADP Payroll, Training, Cold Calling, Human Resources, Sales Process, Employee Benefits, Team Building, Payroll
Education
Cedar Crest College 2011 — 2014
Master of Education (M.Ed.), Early Childhood Education and Teaching, Graduate
Cedar Crest College 2004 — 2009
Bachelor of Science (B.S.), Marketing Major, Communications Minor
Michelle Von Rohr's Univest Experience March 2014 - Present
Job Employee Benefits Account Manager at Univest
Industry Banking
Experience
Univest March 2014 - Present
Univest January 2013 - February 2014
Thompson Organization September 2008 - January 2013
Penn View Dairy August 2004 - August 2008
Skills
Licensed Property &..., Customer Service, Customer Satisfaction, Inventory Management, Time Management, Microsoft Excel, Microsoft Office, Microsoft Word, Teamwork, PowerPoint, Customer Retention
Education
Delaware Valley College 2011 — 2012
BS General Business, Business Administration
Bucks County Community College 2008 — 2010
Christopher Dock Mennonite High School 2004 — 2008
Univest March 2014 - Present
Univest January 2013 - February 2014
Thompson Organization September 2008 - January 2013
Penn View Dairy August 2004 - August 2008
Skills
Licensed Property &..., Customer Service, Customer Satisfaction, Inventory Management, Time Management, Microsoft Excel, Microsoft Office, Microsoft Word, Teamwork, PowerPoint, Customer Retention
Education
Delaware Valley College 2011 — 2012
BS General Business, Business Administration
Bucks County Community College 2008 — 2010
Christopher Dock Mennonite High School 2004 — 2008
Jack DaSilva, CPP, CAMS's Univest Experience December 2011 - Present
Job Vice President, Corporate Security & BSA Officer at Univest Corporation of Pennsylvania
Industry Security and Investigations
Experience
Univest December 2011 - Present
National Penn Bank April 2010 - December 2011
Affinity Federal Credit Union February 2003 - April 2010
Skills
Physical Security, Investigations, BSA, Security Management, Risk Management, Security Audits, Fraud, Private Investigations, Bank Secrecy Act, AML, Financial Risk, Risk Assessment, Banking, Customer Service, Training, Disaster Recovery, Security Operations, Management, Counterterrorism, Analysis, OFAC, Program Management, Business Continuity, Security, Investigation, Auditing, Enforcement, Corporate Security, Human Resources, Supervisory Skills, Vulnerability Assessment, Anti Money Laundering, Law Enforcement
Education
Fairleigh Dickinson University 2009 — 2011
Masters Degree, Administration of Science
Allentown Business School 2000 — 2002
Associates, Specialized Technology Degree Personal Computers and Network Technologies
Penn State University 1991 — 1995
Bachelor of Science, Administration of Justice
Univest December 2011 - Present
National Penn Bank April 2010 - December 2011
Affinity Federal Credit Union February 2003 - April 2010
Skills
Physical Security, Investigations, BSA, Security Management, Risk Management, Security Audits, Fraud, Private Investigations, Bank Secrecy Act, AML, Financial Risk, Risk Assessment, Banking, Customer Service, Training, Disaster Recovery, Security Operations, Management, Counterterrorism, Analysis, OFAC, Program Management, Business Continuity, Security, Investigation, Auditing, Enforcement, Corporate Security, Human Resources, Supervisory Skills, Vulnerability Assessment, Anti Money Laundering, Law Enforcement
Education
Fairleigh Dickinson University 2009 — 2011
Masters Degree, Administration of Science
Allentown Business School 2000 — 2002
Associates, Specialized Technology Degree Personal Computers and Network Technologies
Penn State University 1991 — 1995
Bachelor of Science, Administration of Justice
Brin Bossler Brin Bossler's Univest Experience January 2009 - Present
Job employee benefits consultant at Univest
Industry Financial Services
Experience
Univest January 2009 - Present
Skills
Employee Benefits, Underwriting, Benefits Administration, Life Insurance, Health Insurance, Disability Insurance, HRIS, Insurance, Retirement, Brokers, COBRA
Education
Alvernia University 1978 — 1980
B. A. In Bus. Admin.., Business Administration
Univest January 2009 - Present
Skills
Employee Benefits, Underwriting, Benefits Administration, Life Insurance, Health Insurance, Disability Insurance, HRIS, Insurance, Retirement, Brokers, COBRA
Education
Alvernia University 1978 — 1980
B. A. In Bus. Admin.., Business Administration
Carol Nice Carol Nice's Univest Experience 2012 - 2013
Job Student Account Assistant at Biblical Seminary
Industry Education Management
Experience
Biblical Seminary March 2013 - Present
Univest 2012 - 2013
Bank April 2010 - February 2011
Skills
Microsoft Office 2010,...
Education
Bucks County Community College
Pursuing Associate's Degree in Business Administration.
Souderton Area High School
Business
Biblical Seminary March 2013 - Present
Univest 2012 - 2013
Bank April 2010 - February 2011
Skills
Microsoft Office 2010,...
Education
Bucks County Community College
Pursuing Associate's Degree in Business Administration.
Souderton Area High School
Business
Frank Claus Frank Claus's Univest Experience June 2009 - Present
Job Network Specialist II at Univest
Industry Information Technology and Services
Experience
Univest June 2009 - Present
EDS, an HP Company December 2006 - May 2009
EDS February 2006 - December 2006
Prudential June 2000 - December 2004
Prudential Financial January 1997 - June 2000
Education
Penn State University 1992 — 1995
Bucks County Community College 1990 — 1992
Associates, Liberal Arts
Univest June 2009 - Present
EDS, an HP Company December 2006 - May 2009
EDS February 2006 - December 2006
Prudential June 2000 - December 2004
Prudential Financial January 1997 - June 2000
Education
Penn State University 1992 — 1995
Bucks County Community College 1990 — 1992
Associates, Liberal Arts
Brian Snyder Brian Snyder's Univest Experience January 1997 - August 2001
Job Vice President at National Penn
Industry Financial Services
Experience
National Penn May 2012 - Present
VIST Bank, a Tompkins Community Bank November 2011 - May 2012
First Niagara Bank March 2008 - November 2011
TD Bank Group August 2001 - March 2008
Univest January 1997 - August 2001
Skills
Financial Analysis, Microsoft Office, Excel, Credit Analysis, Commercial Lending, Commercial Banking, Banking, Credit, Loans, Commercial Mortgages, Underwriting, Asset Based Lending, Consumer Lending, Small Business Lending, Commercial Real Estate, Loan Origination, Lines Of Credit, Portfolio Management, Credit Risk, SBA, Cash Management, Mortgage Lending, Financial Services, Risk Management, Cross Selling, Cash Flow, Real Estate, SBA 504, Middle Market, Relationship Management
Education
DeSales University 1990 — 1994
Bachelor of Science, Accounting
Allentown Business School 1987 — 1989
Associate in Specialized Business, Accounting
Upper Perkiomen High School
National Penn May 2012 - Present
VIST Bank, a Tompkins Community Bank November 2011 - May 2012
First Niagara Bank March 2008 - November 2011
TD Bank Group August 2001 - March 2008
Univest January 1997 - August 2001
Skills
Financial Analysis, Microsoft Office, Excel, Credit Analysis, Commercial Lending, Commercial Banking, Banking, Credit, Loans, Commercial Mortgages, Underwriting, Asset Based Lending, Consumer Lending, Small Business Lending, Commercial Real Estate, Loan Origination, Lines Of Credit, Portfolio Management, Credit Risk, SBA, Cash Management, Mortgage Lending, Financial Services, Risk Management, Cross Selling, Cash Flow, Real Estate, SBA 504, Middle Market, Relationship Management
Education
DeSales University 1990 — 1994
Bachelor of Science, Accounting
Allentown Business School 1987 — 1989
Associate in Specialized Business, Accounting
Upper Perkiomen High School
Heather MacGrady's Univest Experience September 2001 - March 2005
Job Highly motivated Marketing Traffic Manager
Industry Marketing and Advertising
Experience
Aquent Studios July 2014 - Present
GMAC ResCap September 2013 - July 2014
Foster + Redmond 2013 - 2013
Aetna October 2009 - November 2012
Aetna December 2008 - October 2009
Aetna March 2005 - December 2008
Univest September 2001 - March 2005
Skills
Filemaker Pro, MS Office Suite, Progect Management, Microsoft Office, Budgeting, Purchasing, Customer Relations, Social Media, Project Management, Customer Service, Database Administration, Budgets, Databases, FileMaker, Marketing Communications, Office Management, Microsoft Office 2007, Office 2010, Brand Awareness, Ariba, Oracle Applications, SharePoint, Multi Tasking, Forward Thinking, Vendor Management, Operations Management, Training, Troubleshooting, User Experience, Advertising, Marketing, Integrated Marketing, Druple, WordPress, Content Management, Web Content, Digital Asset Management, Data Analysis, Small Business, Web Commerce, Social Media Marketing, Strategic Planning, Project Coordination, Proposal Writing, Sales, Email Marketing, Insurance, Access, Visio, PowerPoint
Education
Gwynedd-Mercy College 2004 — 2006
Bachelor of Science (BS), Business Administration, Management and Operations
Gwynedd Mercy University 1997 — 2001
B.A., English/Lit
Wissahickon High School 1993 — 1997
Wissahickon High School
Aquent Studios July 2014 - Present
GMAC ResCap September 2013 - July 2014
Foster + Redmond 2013 - 2013
Aetna October 2009 - November 2012
Aetna December 2008 - October 2009
Aetna March 2005 - December 2008
Univest September 2001 - March 2005
Skills
Filemaker Pro, MS Office Suite, Progect Management, Microsoft Office, Budgeting, Purchasing, Customer Relations, Social Media, Project Management, Customer Service, Database Administration, Budgets, Databases, FileMaker, Marketing Communications, Office Management, Microsoft Office 2007, Office 2010, Brand Awareness, Ariba, Oracle Applications, SharePoint, Multi Tasking, Forward Thinking, Vendor Management, Operations Management, Training, Troubleshooting, User Experience, Advertising, Marketing, Integrated Marketing, Druple, WordPress, Content Management, Web Content, Digital Asset Management, Data Analysis, Small Business, Web Commerce, Social Media Marketing, Strategic Planning, Project Coordination, Proposal Writing, Sales, Email Marketing, Insurance, Access, Visio, PowerPoint
Education
Gwynedd-Mercy College 2004 — 2006
Bachelor of Science (BS), Business Administration, Management and Operations
Gwynedd Mercy University 1997 — 2001
B.A., English/Lit
Wissahickon High School 1993 — 1997
Wissahickon High School
Carole Groves Carole Groves's Univest Experience April 1999 - September 2005
Job Director of WOW! at TD Bank Group
Industry Banking
Experience
TD Bank Group May 2011 - Present
TD Bank Group September 2005 - May 2011
Univest April 1999 - September 2005
Hamburg, Rubin, Mullin, Maxwell & Lupin June 1994 - April 1999
Skills
Project Management, Rewards and Recognition, Financial Services, Commercial Lending, Branch Management, Legal Research, Analytical Skills, Best Practices, Entertainment, Creative Direction, Retail Banking, Small Business Lending, Consumer Lending, Coaching, Credit, Commercial Banking, Lines Of Credit
Education
DeSales University 1990 — 1994
Bachelor of Arts (B.A.), Criminal Justice/Pre-Law
TD Bank Group May 2011 - Present
TD Bank Group September 2005 - May 2011
Univest April 1999 - September 2005
Hamburg, Rubin, Mullin, Maxwell & Lupin June 1994 - April 1999
Skills
Project Management, Rewards and Recognition, Financial Services, Commercial Lending, Branch Management, Legal Research, Analytical Skills, Best Practices, Entertainment, Creative Direction, Retail Banking, Small Business Lending, Consumer Lending, Coaching, Credit, Commercial Banking, Lines Of Credit
Education
DeSales University 1990 — 1994
Bachelor of Arts (B.A.), Criminal Justice/Pre-Law
Kristin McMullen's Univest Experience September 2012 - Present
Job Long Term Substitute Teacher at Central Bucks School District
Industry Education Management
Experience
Central Bucks School District May 2015 - Present
Central Bucks School District October 2013 - Present
Univest September 2012 - Present
Jones New York May 2008 - Present
Berks County Intermediate Unit #14 (BCIU) February 2013 - June 2013
Delaware Valley High School December 2012 - January 2013
JTM Transport June 2005 - September 2012
Fashion Bug September 2010 - May 2011
Skills
Microsoft Office, QuickBooks, Windows & Mac operating..., Synergy, Differentiated..., Cooperative Learning, Lesson Planning, Classroom, Management, Sales, Synergies, Teaching, Invoicing, Spanish
Education
Delaware Valley College 2011 — 2012
Teacher Intern Certification Program, English 7-12
Juniata College 2007 — 2011
Bachelor of Arts, English with Politics
York St. John University 2010 — 2010
Central Bucks School District May 2015 - Present
Central Bucks School District October 2013 - Present
Univest September 2012 - Present
Jones New York May 2008 - Present
Berks County Intermediate Unit #14 (BCIU) February 2013 - June 2013
Delaware Valley High School December 2012 - January 2013
JTM Transport June 2005 - September 2012
Fashion Bug September 2010 - May 2011
Skills
Microsoft Office, QuickBooks, Windows & Mac operating..., Synergy, Differentiated..., Cooperative Learning, Lesson Planning, Classroom, Management, Sales, Synergies, Teaching, Invoicing, Spanish
Education
Delaware Valley College 2011 — 2012
Teacher Intern Certification Program, English 7-12
Juniata College 2007 — 2011
Bachelor of Arts, English with Politics
York St. John University 2010 — 2010
Nicole O'Neil's Univest Experience December 2013 - Present
Job Public Relations and Social Media Manager at Univest
Industry Public Relations and Communications
Experience
Univest December 2013 - Present
Univest June 2012 - Present
Comcast January 2011 - June 2012
Tavistock Restaurants LLC August 2008 - September 2009
Skills
Media Relations, Event Management, Public Relations, Corporate Communications, Press Releases, Blogging, Newsletters, Social Media, Social Media Marketing, Community Development, Customer Service, Marketing
Education
Boston University 2000 — 2004
BS Communication, Public Relations
Univest December 2013 - Present
Univest June 2012 - Present
Comcast January 2011 - June 2012
Tavistock Restaurants LLC August 2008 - September 2009
Skills
Media Relations, Event Management, Public Relations, Corporate Communications, Press Releases, Blogging, Newsletters, Social Media, Social Media Marketing, Community Development, Customer Service, Marketing
Education
Boston University 2000 — 2004
BS Communication, Public Relations
Audrey McMichael Audrey McMichael's Univest Experience 1991 - 2006
Job Executive Director at Community Lenders Community Development Corp.
Industry Financial Services
Experience
Community Lenders Community Development Corp. October 2006 - Present
Univest 1991 - 2006
Skills
Investments, Real Estate Financing, Mortgage Lending, Investment Properties, Real Estate, Commercial Banking, Real Estate Development, Real Estate Transactions, Loan Origination, Loans, Commercial Mortgages, Portfolio Management, Small Business Lending, Commercial Lending, FHA, Strategic Planning, Credit, Asset Management, Consumer Lending, Finance
Education
Kutztown University of Pennsylvania 1984 — 1987
BS, Business/ Marketing
Albright College 1983 — 1984
Accounting
Community Lenders Community Development Corp. October 2006 - Present
Univest 1991 - 2006
Skills
Investments, Real Estate Financing, Mortgage Lending, Investment Properties, Real Estate, Commercial Banking, Real Estate Development, Real Estate Transactions, Loan Origination, Loans, Commercial Mortgages, Portfolio Management, Small Business Lending, Commercial Lending, FHA, Strategic Planning, Credit, Asset Management, Consumer Lending, Finance
Education
Kutztown University of Pennsylvania 1984 — 1987
BS, Business/ Marketing
Albright College 1983 — 1984
Accounting
Robert S Louden Robert S Louden's Univest Experience May 2015 - Present
Job Mortgage Underwriter at Univest
Industry Banking
Experience
Univest May 2015 - Present
Univest Bank and Trust Company July 2010 - May 2015
Jeanette's Hallmark November 2007 - July 2010
Arlington Capital Mortgage June 2005 - November 2007
Skills
Organization, Sales, Operations Management, Mortgage Underwriting, Residential Mortgages, Refinance, Real Estate Financing, Real Estate License, Real Estate Transactions, Information Technology, Computer Hardware, Computer Maintenance, Computer Repair, Network Administration, Tax Preparation
Education
Lansdale School of Business 2009 — 2011
Associate's Degree, Computer Technologies - Network Adminstration, 4.0
Community College of Philadelphia 2001 — 2006
Associate's Degree, Management - Real Estate, 3.5
Penn State University 1999 — 2001
n/a, General Studies
Univest May 2015 - Present
Univest Bank and Trust Company July 2010 - May 2015
Jeanette's Hallmark November 2007 - July 2010
Arlington Capital Mortgage June 2005 - November 2007
Skills
Organization, Sales, Operations Management, Mortgage Underwriting, Residential Mortgages, Refinance, Real Estate Financing, Real Estate License, Real Estate Transactions, Information Technology, Computer Hardware, Computer Maintenance, Computer Repair, Network Administration, Tax Preparation
Education
Lansdale School of Business 2009 — 2011
Associate's Degree, Computer Technologies - Network Adminstration, 4.0
Community College of Philadelphia 2001 — 2006
Associate's Degree, Management - Real Estate, 3.5
Penn State University 1999 — 2001
n/a, General Studies
Jonathan Domm Jonathan Domm's Univest Experience 1985 - 1993
Job Credit & Risk Management leader, Looking for New Opportunities (jdomm36@gmail.com)
Industry Financial Services
Experience
a Middle Market Finance Company 2012 - Present
TITLE Boxing Club 2012 - 2015
CIT 2005 - 2012
Citigroup 1998 - 2005
TD Bank 1996 - 1998
Univest 1985 - 1993
Skills
Risk Management, Underwriting, Portfolio Management, Team Building, Team Management, Loan Underwriting..., Loss Prevention, Healthcare Industry, Equipment Finance, Compliance, Commercial Banking, Basel II, Operational Risk..., Project Finance, Finance, Financial Analysis, Banking
Education
Hobart and William Smith Colleges 1981 — 1985
Bachelor of Arts, Economics and Psychology
a Middle Market Finance Company 2012 - Present
TITLE Boxing Club 2012 - 2015
CIT 2005 - 2012
Citigroup 1998 - 2005
TD Bank 1996 - 1998
Univest 1985 - 1993
Skills
Risk Management, Underwriting, Portfolio Management, Team Building, Team Management, Loan Underwriting..., Loss Prevention, Healthcare Industry, Equipment Finance, Compliance, Commercial Banking, Basel II, Operational Risk..., Project Finance, Finance, Financial Analysis, Banking
Education
Hobart and William Smith Colleges 1981 — 1985
Bachelor of Arts, Economics and Psychology
Michael Treston Michael Treston's Univest Experience 2007 - September 2009
Job Director of Alumni Relations at Malvern Preparatory School
Industry Program Development
Experience
Malvern Preparatory School June 2010 - Present
Univest 2007 - September 2009
Univest National Bank and Trust Co. August 2006 - June 2007
Skills
Insurance, Management, Investments, Commercial Insurance, Budgets, Coaching, Event Management, Property & Casualty..., Marketing Strategy, Public Speaking, Portfolio Management, Fundraising, Employee Benefits, Customer Service, Strategic Planning, Nonprofits, Marketing, Leadership, Alumni Relations
Education
Villanova University 2013 — 2015
Master of Business Administration (MBA), Finance & Real Estate
Bucknell University 2002 — 2006
Malvern Prep 1998 — 2002
Malvern Preparatory School June 2010 - Present
Univest 2007 - September 2009
Univest National Bank and Trust Co. August 2006 - June 2007
Skills
Insurance, Management, Investments, Commercial Insurance, Budgets, Coaching, Event Management, Property & Casualty..., Marketing Strategy, Public Speaking, Portfolio Management, Fundraising, Employee Benefits, Customer Service, Strategic Planning, Nonprofits, Marketing, Leadership, Alumni Relations
Education
Villanova University 2013 — 2015
Master of Business Administration (MBA), Finance & Real Estate
Bucknell University 2002 — 2006
Malvern Prep 1998 — 2002
Brian Hackford Brian Hackford's Univest Experience May 1995 - April 1999
Job Owner at Keswick Cycle
Industry Retail
Experience
Keswick Cycle January 2004 - Present
Banagans Cycling June 1998 - September 2001
Univest May 1995 - April 1999
Skills
Retail, Inventory Management, Strategic Planning, Selling Skills, Customer Service, Merchandising, Marketing Strategy, Sales Management, Sales, Cycling, Social Media Marketing, Advertising, Social Media, Management, Account Management, Marketing, E-commerce, B2B, Small Business, New Business Development, Sales Operations, Online Marketing, Brand Development, Time Management, Direct Sales
Education
University of Pittsburgh 1989 — 1993
BA, Economics
Antioch New England Graduate School, Antioch University
Keswick Cycle January 2004 - Present
Banagans Cycling June 1998 - September 2001
Univest May 1995 - April 1999
Skills
Retail, Inventory Management, Strategic Planning, Selling Skills, Customer Service, Merchandising, Marketing Strategy, Sales Management, Sales, Cycling, Social Media Marketing, Advertising, Social Media, Management, Account Management, Marketing, E-commerce, B2B, Small Business, New Business Development, Sales Operations, Online Marketing, Brand Development, Time Management, Direct Sales
Education
University of Pittsburgh 1989 — 1993
BA, Economics
Antioch New England Graduate School, Antioch University
Erin (Duffy) Servin's Univest Experience August 2015 - Present
Job Head Teller Supervisor II
Industry Banking
Experience
Univest August 2015 - Present
Univest March 2013 - Present
Skills
Graphic Design, Photography, Adobe Creative Suite, Customer Service, Art Education, Inventory Management, Sales Management, Employee Management, Social Networking, Outstanding Customer..., Public Relations Skills, Commercial Banking, Internet Banking, Cash Handling Experience, Employee Training, Public Relations, Public Speaking, Microsoft Office, Marketing, Event Planning, Microsoft Excel, Microsoft Word, Leadership, Photoshop, Illustrator, Management, Sales, Event Management, Recruiting
Education
Kutztown University of Pennsylvania 2007 — 2009
BS
West Virginia University 2005 — 2006
Univest August 2015 - Present
Univest March 2013 - Present
Skills
Graphic Design, Photography, Adobe Creative Suite, Customer Service, Art Education, Inventory Management, Sales Management, Employee Management, Social Networking, Outstanding Customer..., Public Relations Skills, Commercial Banking, Internet Banking, Cash Handling Experience, Employee Training, Public Relations, Public Speaking, Microsoft Office, Marketing, Event Planning, Microsoft Excel, Microsoft Word, Leadership, Photoshop, Illustrator, Management, Sales, Event Management, Recruiting
Education
Kutztown University of Pennsylvania 2007 — 2009
BS
West Virginia University 2005 — 2006
Ryan Scanlan Ryan Scanlan's Univest Experience March 2012 - Present
Job AML Analyst at Univest
Industry Financial Services
Experience
Univest March 2012 - Present
First Star Bank December 2010 - March 2012
First Star Bank March 2010 - March 2012
First Star Bank October 2007 - March 2010
First Star Bank February 2006 - October 2007
Skills
Typing, Organization, Troubleshooting, Customer Service, Bank Secrecy Act, Banking, AML, Fraud, Fraud Detection, Management, Loans, Anti Money Laundering, Mortgage Lending, OFAC, Risk Management, Credit, Financial Risk, Vendor Management, Sales
Education
University of Pittsburgh 1999 — 2003
B.A, Political Science
Kutztown University of Pennsylvania 2004 — 2005
Univest March 2012 - Present
First Star Bank December 2010 - March 2012
First Star Bank March 2010 - March 2012
First Star Bank October 2007 - March 2010
First Star Bank February 2006 - October 2007
Skills
Typing, Organization, Troubleshooting, Customer Service, Bank Secrecy Act, Banking, AML, Fraud, Fraud Detection, Management, Loans, Anti Money Laundering, Mortgage Lending, OFAC, Risk Management, Credit, Financial Risk, Vendor Management, Sales
Education
University of Pittsburgh 1999 — 2003
B.A, Political Science
Kutztown University of Pennsylvania 2004 — 2005
Chad Lacher Chad Lacher's Univest Experience January 1998 - June 2001
Job Partner at Lacher & Associates
Industry Insurance
Experience
Eastern Mennonite University 2011 - Present
Attentive Health, LLC 2008 - Present
Lacher & Associates September 2003 - Present
MMN July 2001 - June 2003
Univest January 1998 - June 2001
Skills
Performance Improvement, Property & Casualty..., Workers Compensation, Insurance, Commercial Insurance, Risk Management, Leadership, General Insurance, Strategic Planning, Professional Liability, Small Business, Underwriting, Health Insurance, Employee Benefits, Marketing, Brokers, Claim, Claims Management, Legal Liability, Liability, Casualty, Disability Insurance, Reinsurance, Umbrella Insurance, Commercial Lines, Life Insurance, Term Life Insurance, Long-term Care, 401k, Retirement, Accident, Fixed Annuities, Litigation Management, Retirement Planning, Financial Planners, Medicare, Benefits Administration, Financial Risk, Employment Practices..., Strategic Financial..., Excess, Executive Management, D&O
Education
Eastern Mennonite University 1993 — 1997
Bachelor, Business and Minor in Economics
Eastern Mennonite University 2011 - Present
Attentive Health, LLC 2008 - Present
Lacher & Associates September 2003 - Present
MMN July 2001 - June 2003
Univest January 1998 - June 2001
Skills
Performance Improvement, Property & Casualty..., Workers Compensation, Insurance, Commercial Insurance, Risk Management, Leadership, General Insurance, Strategic Planning, Professional Liability, Small Business, Underwriting, Health Insurance, Employee Benefits, Marketing, Brokers, Claim, Claims Management, Legal Liability, Liability, Casualty, Disability Insurance, Reinsurance, Umbrella Insurance, Commercial Lines, Life Insurance, Term Life Insurance, Long-term Care, 401k, Retirement, Accident, Fixed Annuities, Litigation Management, Retirement Planning, Financial Planners, Medicare, Benefits Administration, Financial Risk, Employment Practices..., Strategic Financial..., Excess, Executive Management, D&O
Education
Eastern Mennonite University 1993 — 1997
Bachelor, Business and Minor in Economics
Amanda Tucker Amanda Tucker's Univest Experience August 2010 - May 2012
Job at Bank of America
Industry Financial Services
Experience
Bank of America September 2015 - Present
Merrill Edge January 2014 - August 2015
Merrill Edge February 2013 - January 2014
Merrill Edge June 2012 - February 2013
Univest August 2010 - May 2012
580 WKSK The Farm February 2008 - August 2010
Skills
Investments, Editing, Mutual Funds, Financial Advisory, Wealth Management, Retirement Planning, Retirement, 401k, Relationship Management, Portfolio Management, Financial Services, Investment Advisory, Sales, Asset Allocation, Series 7, Commercial Banking, Commercial Lending, Small Business Lending, Consumer Lending, Employee Benefits, Retail Banking, Small Business, Loans, Banking, CRM, Credit, Underwriting, Risk Management, Residential Mortgages, Customer Satisfaction, Insurance, Customer Service, Outlook, Mortgage Lending, Refinance, Financial Analysis, Series 6, Loan Origination, Mortgage Banking, Series 63, Leadership
Education
Appalachian State University
Bachelor of Science, Communication, International Public Relations
Bank of America September 2015 - Present
Merrill Edge January 2014 - August 2015
Merrill Edge February 2013 - January 2014
Merrill Edge June 2012 - February 2013
Univest August 2010 - May 2012
580 WKSK The Farm February 2008 - August 2010
Skills
Investments, Editing, Mutual Funds, Financial Advisory, Wealth Management, Retirement Planning, Retirement, 401k, Relationship Management, Portfolio Management, Financial Services, Investment Advisory, Sales, Asset Allocation, Series 7, Commercial Banking, Commercial Lending, Small Business Lending, Consumer Lending, Employee Benefits, Retail Banking, Small Business, Loans, Banking, CRM, Credit, Underwriting, Risk Management, Residential Mortgages, Customer Satisfaction, Insurance, Customer Service, Outlook, Mortgage Lending, Refinance, Financial Analysis, Series 6, Loan Origination, Mortgage Banking, Series 63, Leadership
Education
Appalachian State University
Bachelor of Science, Communication, International Public Relations
Bryce Bergey's Univest Experience May 2011 - Present
Job Vice President, Univest Corporation
Industry Financial Services
Experience
Univest May 2011 - Present
MEDA - Mennonite Economic Development Associates 2007 - Present
Delaware Valley MEDA 2007 - Present
North Penn United Way March 2013 - June 2014
Indian Valley Boys & Girls Club 2008 - 2013
Univest February 2007 - May 2011
Univest May 2006 - February 2007
Bergey's Electric, Inc 1998 - 2006
Skills
Financial Reporting, Financial Analysis, Strategic Planning, Non-profits, Budgets, Fundraising, Business Planning, Economic Development, Leadership, Event Planning, Community Outreach, Investments, Small Business, Public Speaking, Nonprofits, Research, Team Leadership, Sales, Entrepreneurship, Marketing, Leadership Development, Management, Team Building, Training, Coaching, Social Media, Public Relations, Strategy, Asset Allocation, Investment Management, Trusts, Trust Services, Trust Management
Education
Arcadia University 2006 — 2008
M.B.A., International Business
Eastern Mennonite University 2002 — 2006
B.A., Business Administration and Economics
Christopher Dock 1998 — 2002
Univest May 2011 - Present
MEDA - Mennonite Economic Development Associates 2007 - Present
Delaware Valley MEDA 2007 - Present
North Penn United Way March 2013 - June 2014
Indian Valley Boys & Girls Club 2008 - 2013
Univest February 2007 - May 2011
Univest May 2006 - February 2007
Bergey's Electric, Inc 1998 - 2006
Skills
Financial Reporting, Financial Analysis, Strategic Planning, Non-profits, Budgets, Fundraising, Business Planning, Economic Development, Leadership, Event Planning, Community Outreach, Investments, Small Business, Public Speaking, Nonprofits, Research, Team Leadership, Sales, Entrepreneurship, Marketing, Leadership Development, Management, Team Building, Training, Coaching, Social Media, Public Relations, Strategy, Asset Allocation, Investment Management, Trusts, Trust Services, Trust Management
Education
Arcadia University 2006 — 2008
M.B.A., International Business
Eastern Mennonite University 2002 — 2006
B.A., Business Administration and Economics
Christopher Dock 1998 — 2002
Matthew Gorman's Univest Experience June 2003 - June 2004
Job CBRE Senior Vice President
Industry Real Estate
Experience
CBRE January 2015 - Present
Marcus & Millichap January 2005 - 2014
CIGNA Group Insurance June 2004 - January 2005
Univest June 2003 - June 2004
Skills
Real Estate, Shopping Centers, Underwriting, Asset Managment, Investments, Retail, Portfolio Management, Due Diligence, Sales, Financial Analysis, Investment Properties, Commercial Real Estate, Disposition, Brokerage, New Business Development, Selling, Real Estate Transactions, Marketing, Negotiation, Real Estate Financing, Real Estate Development, Leases, Location Intelligence, Property Management, Landlords, Real Estate Economics, Asset Management, Valuation, Tenant, Investors, Dispositions
Education
Drexel University - LeBow College of Business 1998 — 2003
Bachelors, Business
LaSalle College High School 1994 — 1998
Diploma
CBRE January 2015 - Present
Marcus & Millichap January 2005 - 2014
CIGNA Group Insurance June 2004 - January 2005
Univest June 2003 - June 2004
Skills
Real Estate, Shopping Centers, Underwriting, Asset Managment, Investments, Retail, Portfolio Management, Due Diligence, Sales, Financial Analysis, Investment Properties, Commercial Real Estate, Disposition, Brokerage, New Business Development, Selling, Real Estate Transactions, Marketing, Negotiation, Real Estate Financing, Real Estate Development, Leases, Location Intelligence, Property Management, Landlords, Real Estate Economics, Asset Management, Valuation, Tenant, Investors, Dispositions
Education
Drexel University - LeBow College of Business 1998 — 2003
Bachelors, Business
LaSalle College High School 1994 — 1998
Diploma
Drew Stoltzfus Drew Stoltzfus's Univest Experience June 2008 - December 2008
Job B.A. Music Composition
Industry Music
Experience
Sellersville Charge A Car September 2011 - June 2012
Univest June 2008 - December 2008
Sunriver Resort June 2007 - August 2007
Skills
Advertising Sales, Music Theory, Computer Maintenance, Production, Music, Microsoft Office, Customer Service, Word, Team Leadership, People-oriented, Storytelling
Education
Goshen College 2006 — 2010
Bachelor of Arts, Music Composition
Souderton Area High School 2003 — 2006
Diploma, General Studies
Sellersville Charge A Car September 2011 - June 2012
Univest June 2008 - December 2008
Sunriver Resort June 2007 - August 2007
Skills
Advertising Sales, Music Theory, Computer Maintenance, Production, Music, Microsoft Office, Customer Service, Word, Team Leadership, People-oriented, Storytelling
Education
Goshen College 2006 — 2010
Bachelor of Arts, Music Composition
Souderton Area High School 2003 — 2006
Diploma, General Studies
Joseph Blair, CFP®, CLU(R) Joseph Blair, CFP®, CLU(R)'s Univest Experience June 2012 - Present
Job Group Manager, Private Client Group and Executive Director, Univest Foundation
Industry Financial Services
Experience
Univest June 2012 - Present
Millennium Wealth Management April 2008 - December 2010
Neuberger Berman July 2007 - April 2008
WSFS Bank July 2005 - July 2007
Commerce Bank June 2004 - May 2005
Advest, Inc. July 1999 - June 2004
J. D. Blair Securities Corp. January 1993 - July 1999
Skills
Investments, Securities, Financial Services, Retirement, Wealth Management, Investment Management, Portfolio Management, Asset Managment, Strategic Financial..., Financial Analysis, Valuation, Mutual Funds
Education
Stanford University Graduate School of Business 1982 — 1984
MBA
Harvard Kennedy School and Graduate School of Design 1974 — 1976
MCRP
Harvard University 1970 — 1974
A.B.
Univest June 2012 - Present
Millennium Wealth Management April 2008 - December 2010
Neuberger Berman July 2007 - April 2008
WSFS Bank July 2005 - July 2007
Commerce Bank June 2004 - May 2005
Advest, Inc. July 1999 - June 2004
J. D. Blair Securities Corp. January 1993 - July 1999
Skills
Investments, Securities, Financial Services, Retirement, Wealth Management, Investment Management, Portfolio Management, Asset Managment, Strategic Financial..., Financial Analysis, Valuation, Mutual Funds
Education
Stanford University Graduate School of Business 1982 — 1984
MBA
Harvard Kennedy School and Graduate School of Design 1974 — 1976
MCRP
Harvard University 1970 — 1974
A.B.
Leonard Dow Leonard Dow's Univest Experience 1987 - 1998
Job Chair at Kingdom Builders Network of Greater Philadelphia
Industry Religious Institutions
Experience
Lancaster Conference Philadelphia Distriict May 2009 - Present
MCC U.S. Board 2009 - Present
Oxford Circle Christian Development Assoc 2007 - Present
Kingdom Builders Network of Greater Philadelphia 2006 - Present
Oxford Circle Mennonite Church January 1999 - Present
Singing City January 2008 - January 2012
United Bank of Philadelphia 1998 - 1999
Univest 1987 - 1998
Skills
Non-profits, Facebook, Program Management, Grant Writing, Volunteer Management, Research, Leadership Development, Event Planning, Program Development, Community Outreach, Training, Nonprofits, Church Events, Fundraising, Public Speaking, Leadership, Religion, Community Development, Preaching, Theology, Social Services, Spiritual Direction, Pastoral Care, Teaching, Grants, Biblical Studies, Community Organizing, Pastoral Counseling, Stewardship, Discipleship, Non-profit..., Board Development, Conflict Resolution, Youth Ministry, Youth Development, Missions, Psychotherapy, Youth Mentoring, Evangelism, Pastoring, Workshop Facilitation, Youth Leadership
Education
Eastern Mennonite University 1982 — 1987
BS, Business
Palmer Theological Seminary
Mdiv, working towards Mdiv
Lancaster Conference Philadelphia Distriict May 2009 - Present
MCC U.S. Board 2009 - Present
Oxford Circle Christian Development Assoc 2007 - Present
Kingdom Builders Network of Greater Philadelphia 2006 - Present
Oxford Circle Mennonite Church January 1999 - Present
Singing City January 2008 - January 2012
United Bank of Philadelphia 1998 - 1999
Univest 1987 - 1998
Skills
Non-profits, Facebook, Program Management, Grant Writing, Volunteer Management, Research, Leadership Development, Event Planning, Program Development, Community Outreach, Training, Nonprofits, Church Events, Fundraising, Public Speaking, Leadership, Religion, Community Development, Preaching, Theology, Social Services, Spiritual Direction, Pastoral Care, Teaching, Grants, Biblical Studies, Community Organizing, Pastoral Counseling, Stewardship, Discipleship, Non-profit..., Board Development, Conflict Resolution, Youth Ministry, Youth Development, Missions, Psychotherapy, Youth Mentoring, Evangelism, Pastoring, Workshop Facilitation, Youth Leadership
Education
Eastern Mennonite University 1982 — 1987
BS, Business
Palmer Theological Seminary
Mdiv, working towards Mdiv
Paul Taverna Paul Taverna's Univest Experience March 2014 - Present
Job Storage and Applications Manager at Univest
Industry Information Technology and Services
Experience
Univest March 2014 - Present
Univest March 2014 - Present
Harleysville Insurance November 1999 - February 2014
PC Helps Support, Inc. September 1997 - November 1998
Skills
Disaster Recovery, VMware, Enterprise Architecture, Servers, Business Continuity, Virtualization, Microsoft SQL Server, Data Center, Active Directory, High Availability, Solution Architecture, NetBackup, Storage Area Networks
Education
Keuka College 1996 — 1998
Bachelor of Arts (B.A.), Biochemistry
Montgomery County Community College 1993 — 1995
Associate of Science (A.S.), Physical Sciences
Univest March 2014 - Present
Univest March 2014 - Present
Harleysville Insurance November 1999 - February 2014
PC Helps Support, Inc. September 1997 - November 1998
Skills
Disaster Recovery, VMware, Enterprise Architecture, Servers, Business Continuity, Virtualization, Microsoft SQL Server, Data Center, Active Directory, High Availability, Solution Architecture, NetBackup, Storage Area Networks
Education
Keuka College 1996 — 1998
Bachelor of Arts (B.A.), Biochemistry
Montgomery County Community College 1993 — 1995
Associate of Science (A.S.), Physical Sciences
Steven Hunsberger CFP(R), ChFC Steven Hunsberger CFP(R), ChFC's Univest Experience July 1992 - August 1994
Job Executive Director, Indian Valley Chamber of Commerce
Industry Nonprofit Organization Management
Experience
Indian Valley Chamber of Commerce August 2015 - Present
Advanced Living, Inc June 2009 - May 2015
The Mennonite Foundation October 2000 - January 2009
FIFS 1997 - 2000
Univest July 1992 - August 1994
Skills
Negotiation, Fundraising, Non-profits, Event Planning, Grant Writing, Event Management, Public Speaking, Volunteer Management, Public Relations, Social Media, Marketing Communications, Advertising, Community Outreach, Social Media Marketing, Strategic Planning, Editing, Program Development, Budgets, Microsoft Office, Team Leadership, Nonprofits, Stewardship, Philanthropy, Leadership Development, Planned Giving
Education
Temple University 1994 — 1996
MA, Political Science
Eastern Mennonite University 1987 — 1991
BA, Business and History
Indian Valley Chamber of Commerce August 2015 - Present
Advanced Living, Inc June 2009 - May 2015
The Mennonite Foundation October 2000 - January 2009
FIFS 1997 - 2000
Univest July 1992 - August 1994
Skills
Negotiation, Fundraising, Non-profits, Event Planning, Grant Writing, Event Management, Public Speaking, Volunteer Management, Public Relations, Social Media, Marketing Communications, Advertising, Community Outreach, Social Media Marketing, Strategic Planning, Editing, Program Development, Budgets, Microsoft Office, Team Leadership, Nonprofits, Stewardship, Philanthropy, Leadership Development, Planned Giving
Education
Temple University 1994 — 1996
MA, Political Science
Eastern Mennonite University 1987 — 1991
BA, Business and History
Susan Fisher, CFP®'s Univest Experience August 2002 - June 2011
Job Vice President & Sr. Trust Advisor at PNC
Industry Financial Services
Experience
PNC Wealth Management March 2015 - Present
Pennsylvania Bankers Association September 2014 - Present
First Savings Bank of Perkasie January 2012 - March 2015
Villanova University 2011 - January 2012
Univest Foundation June 2005 - June 2011
Univest August 2002 - June 2011
Univest Corporation of PA 2002 - June 2011
North Penn United Way January 2011 - April 2011
Wellington Village Homeowner Assn. 2004 - 2009
Univest Corporation August 2002 - June 2005
Skills
Non-profits, Strategic Financial..., Budgets, Investment Management, Retirement, Public Speaking, Investments, Portfolio Management, Asset Managment, Estate Planning, Wealth Management, Loans, Asset Management, Credit, Nonprofits, Small Business Lending, Commercial Lending, Banking, Planned Giving, Mortgage Lending, Commercial Banking, Fixed Annuities, Consumer Lending, Financial Services, Board Development, Financial Planners, Investment Advisory, Finance, IRAs, Retirement Planning, Charities, Mutual Funds, Asset Allocation, Personal Finance, 401k, High Net Worth..., Wealth Management..., Wealth, Financial Advisory, Tax, Financial Planning, Leadership, Community Outreach
Education
American College 2007 — 2010
CFP, Certified Financial Planner
Planned Giving Certification 2006 — 2007
CGPA, Certified Gift Planning Associate
Chestnut Hill College 1989 — 1993
Masters, Education
Houghton College
B. S., Business Administration
PNC Wealth Management March 2015 - Present
Pennsylvania Bankers Association September 2014 - Present
First Savings Bank of Perkasie January 2012 - March 2015
Villanova University 2011 - January 2012
Univest Foundation June 2005 - June 2011
Univest August 2002 - June 2011
Univest Corporation of PA 2002 - June 2011
North Penn United Way January 2011 - April 2011
Wellington Village Homeowner Assn. 2004 - 2009
Univest Corporation August 2002 - June 2005
Skills
Non-profits, Strategic Financial..., Budgets, Investment Management, Retirement, Public Speaking, Investments, Portfolio Management, Asset Managment, Estate Planning, Wealth Management, Loans, Asset Management, Credit, Nonprofits, Small Business Lending, Commercial Lending, Banking, Planned Giving, Mortgage Lending, Commercial Banking, Fixed Annuities, Consumer Lending, Financial Services, Board Development, Financial Planners, Investment Advisory, Finance, IRAs, Retirement Planning, Charities, Mutual Funds, Asset Allocation, Personal Finance, 401k, High Net Worth..., Wealth Management..., Wealth, Financial Advisory, Tax, Financial Planning, Leadership, Community Outreach
Education
American College 2007 — 2010
CFP, Certified Financial Planner
Planned Giving Certification 2006 — 2007
CGPA, Certified Gift Planning Associate
Chestnut Hill College 1989 — 1993
Masters, Education
Houghton College
B. S., Business Administration
Susan Vonrohr Susan Vonrohr's Univest Experience January 2000 - June 2007
Job Business Developer AVP
Industry Banking
Experience
First Priority Bank October 2007 - Present
Univest January 2000 - June 2007
Germantown Savings Bank January 1979 - October 1996
Skills
Banking, Retail Banking, Commercial Lending, Finance, Loans, Customer Service, Credit, Small Business Lending, Lines Of Credit, Consumer Lending, Commercial Banking, Wealth Management, Mortgage Lending, Credit Analysis, Underwriting, Management, Competitive Analysis
Education
Bucks County Community College 1976 — 1982
Business Finance Career
American Institute of Banking 1979 — 1981
Bank Management/
First Priority Bank October 2007 - Present
Univest January 2000 - June 2007
Germantown Savings Bank January 1979 - October 1996
Skills
Banking, Retail Banking, Commercial Lending, Finance, Loans, Customer Service, Credit, Small Business Lending, Lines Of Credit, Consumer Lending, Commercial Banking, Wealth Management, Mortgage Lending, Credit Analysis, Underwriting, Management, Competitive Analysis
Education
Bucks County Community College 1976 — 1982
Business Finance Career
American Institute of Banking 1979 — 1981
Bank Management/
Lisa Curcio Lisa Curcio's Univest Experience May 2005 - June 2006
Job Talent Acquisition TD Bank
Industry Banking
Experience
TD November 2013 - Present
TD Bank Group August 2011 - November 2013
First American Title September 2010 - July 2011
Harleysville National Bank June 2006 - February 2009
Univest May 2005 - June 2006
Commerce Bank April 2002 - May 2005
Montgomery County Emergency Services, Inc. June 1995 - March 2003
Integra, Inc. January 1998 - March 2002
Skills
Recruiting, Human Resources, Banking
Education
Kutztown University of Pennsylvania 1991 — 1995
B.S., Psychology
TD November 2013 - Present
TD Bank Group August 2011 - November 2013
First American Title September 2010 - July 2011
Harleysville National Bank June 2006 - February 2009
Univest May 2005 - June 2006
Commerce Bank April 2002 - May 2005
Montgomery County Emergency Services, Inc. June 1995 - March 2003
Integra, Inc. January 1998 - March 2002
Skills
Recruiting, Human Resources, Banking
Education
Kutztown University of Pennsylvania 1991 — 1995
B.S., Psychology
Erin Price Erin Price's Univest Experience 2003 - 2004
Job Account Manager, Personal Insurance at Capstone Insurance Group
Industry Insurance
Experience
Capstone Insurance Group January 2014 - Present
Lacher & Associates February 2010 - January 2014
Sanford Alderfer Companies June 2009 - February 2010
Sanford Alderfer Companies May 2008 - June 2009
Dock Woods Community June 2005 - May 2008
Univest 2003 - 2004
Skills
Insurance, Property & Casualty..., Risk Assessment, Customer Service, Empathy, Recruiting, Project Management, Benefits Administration, Employee Relations, Management, Workers Compensation, Employee Benefits, Hiring, Human Resources, Strategic Planning, Marketing, Team Building, Leadership, Risk Management, General Insurance, Underwriting, New Business Development, Business Development, Internal Communications, Customer Retention, Training, Small Business, Sales Management, Life Insurance, Payroll, Leadership Development, Account Management, Selling, Sales, Employee Training
Education
Eastern Mennonite University 2001 — 2005
Bachelor of Science (BS)
Christopher Dock Mennonite High School 1998 — 2001
Capstone Insurance Group January 2014 - Present
Lacher & Associates February 2010 - January 2014
Sanford Alderfer Companies June 2009 - February 2010
Sanford Alderfer Companies May 2008 - June 2009
Dock Woods Community June 2005 - May 2008
Univest 2003 - 2004
Skills
Insurance, Property & Casualty..., Risk Assessment, Customer Service, Empathy, Recruiting, Project Management, Benefits Administration, Employee Relations, Management, Workers Compensation, Employee Benefits, Hiring, Human Resources, Strategic Planning, Marketing, Team Building, Leadership, Risk Management, General Insurance, Underwriting, New Business Development, Business Development, Internal Communications, Customer Retention, Training, Small Business, Sales Management, Life Insurance, Payroll, Leadership Development, Account Management, Selling, Sales, Employee Training
Education
Eastern Mennonite University 2001 — 2005
Bachelor of Science (BS)
Christopher Dock Mennonite High School 1998 — 2001
Chelsea Wimmer Chelsea Wimmer's Univest Experience July 2013 - July 2014
Job Graduate Assistant at Stony Brook University
Industry Music
Experience
Stony Brook University January 2015 - Present
Symphony in C September 2013 - Present
Univest July 2013 - July 2014
Univest May 2011 - July 2013
Goshen College September 2012 - April 2013
Goshen College August 2010 - April 2013
Landis Supermarket May 2007 - December 2010
Skills
Viola, Chamber Music, Orchestral Music, Music Theory, Music, Singing, Classical, Piano, Cash Handling Experience, Customer Service
Education
Stony Brook University 2014 — 2016
Master's Degree, Viola Performance
Goshen College 2009 — 2013
Bachelor of Arts (B.A.), Music
Christopher Dock Mennonite High School 2005 — 2009
Stony Brook University January 2015 - Present
Symphony in C September 2013 - Present
Univest July 2013 - July 2014
Univest May 2011 - July 2013
Goshen College September 2012 - April 2013
Goshen College August 2010 - April 2013
Landis Supermarket May 2007 - December 2010
Skills
Viola, Chamber Music, Orchestral Music, Music Theory, Music, Singing, Classical, Piano, Cash Handling Experience, Customer Service
Education
Stony Brook University 2014 — 2016
Master's Degree, Viola Performance
Goshen College 2009 — 2013
Bachelor of Arts (B.A.), Music
Christopher Dock Mennonite High School 2005 — 2009
Andrea Hunsinger's Univest Experience December 2014 - Present
Job Employee Benefits Administrative Account Manager at Univest
Industry Insurance
Experience
Univest December 2014 - Present
A&T Chevrolet Inc March 2012 - December 2014
Thompson Toyota August 2010 - March 2012
Skills
Customer Service, Microsoft Office, Microsoft Excel, Licensed Life and..., Time Management, Teamwork, Finance, Employee Benefits, Outlook, Management, Sales, Data Entry, PowerPoint, Microsoft Word, Financial Analysis, Banking
Education
Bucks County Community College
Univest December 2014 - Present
A&T Chevrolet Inc March 2012 - December 2014
Thompson Toyota August 2010 - March 2012
Skills
Customer Service, Microsoft Office, Microsoft Excel, Licensed Life and..., Time Management, Teamwork, Finance, Employee Benefits, Outlook, Management, Sales, Data Entry, PowerPoint, Microsoft Word, Financial Analysis, Banking
Education
Bucks County Community College
Nicole Zaffiri-Boland Nicole Zaffiri-Boland's Univest Experience August 2011 - Present
Job Corporate Communications and Design Specialist at Univest
Industry Financial Services
Experience
Univest August 2011 - Present
Skills
Graphic and Web Design, Social Media Marketing, Corporate Communications, Graphic Design
Education
Gwynedd Mercy University 2007 — 2011
Bachelors of Science, English and Communications
Univest August 2011 - Present
Skills
Graphic and Web Design, Social Media Marketing, Corporate Communications, Graphic Design
Education
Gwynedd Mercy University 2007 — 2011
Bachelors of Science, English and Communications
Kristin (Mellor) Ackerman Kristin (Mellor) Ackerman's Univest Experience August 2008 - June 2010
Job Office Assistant
Industry Food & Beverages
Experience
Mill Brook Farm March 2015 - Present
New York Life Insurance Company April 2014 - October 2014
Nik's Scales and Tails Pet Sitting August 2007 - April 2014
Things Remembered December 2013 - December 2013
Valley Forge Casino Resort February 2012 - December 2013
Univest August 2008 - June 2010
Bank of America December 2007 - August 2008
Bank of America September 2003 - December 2007
Skills
Sales, Loans, Training, Investments, Customer Service, Event Planning, Social Media, Event Management, Public Speaking, Social Media Marketing, Marketing, Analysis, Microsoft Office, Team Building, Social Networking, Leadership, Microsoft Excel, Management, Fundraising, Teaching, Microsoft Word, Public Relations, Finance, PowerPoint, Teamwork, Project Management, Time Management
Education
Bucks County Community College 2003 — 2006
Associates, Theater Performance
Mill Brook Farm March 2015 - Present
New York Life Insurance Company April 2014 - October 2014
Nik's Scales and Tails Pet Sitting August 2007 - April 2014
Things Remembered December 2013 - December 2013
Valley Forge Casino Resort February 2012 - December 2013
Univest August 2008 - June 2010
Bank of America December 2007 - August 2008
Bank of America September 2003 - December 2007
Skills
Sales, Loans, Training, Investments, Customer Service, Event Planning, Social Media, Event Management, Public Speaking, Social Media Marketing, Marketing, Analysis, Microsoft Office, Team Building, Social Networking, Leadership, Microsoft Excel, Management, Fundraising, Teaching, Microsoft Word, Public Relations, Finance, PowerPoint, Teamwork, Project Management, Time Management
Education
Bucks County Community College 2003 — 2006
Associates, Theater Performance
Rachel Galecki Rachel Galecki's Univest Experience February 2013 - December 2013
Job Assistant Trust Operations Officer
Industry Financial Services
Experience
Tozour Energy Systems December 2013 - June 2015
Univest February 2013 - December 2013
Univest May 2010 - January 2013
Univest June 2007 - June 2010
Univest May 2006 - May 2007
Univest January 2005 - April 2006
Univest February 2004 - December 2004
Skills
Mutual Funds, Financial Analysis, Financial Reporting, Accounting, Retail Banking, Retirement, Banking, Tax, Profit Sharing, Teller Operations, Personal Finance, Balance
Education
Delaware Valley University 2005 — 2010
Bachelor's, Business Administration
Lansdale School of Business 2002 — 2003
Associate's, Accounting
Boyertown Area Senior High School 1998 — 2001
Boyertown Area School District 1991 — 1997
Open Door Christian Academy 1989 — 1991
Tozour Energy Systems December 2013 - June 2015
Univest February 2013 - December 2013
Univest May 2010 - January 2013
Univest June 2007 - June 2010
Univest May 2006 - May 2007
Univest January 2005 - April 2006
Univest February 2004 - December 2004
Skills
Mutual Funds, Financial Analysis, Financial Reporting, Accounting, Retail Banking, Retirement, Banking, Tax, Profit Sharing, Teller Operations, Personal Finance, Balance
Education
Delaware Valley University 2005 — 2010
Bachelor's, Business Administration
Lansdale School of Business 2002 — 2003
Associate's, Accounting
Boyertown Area Senior High School 1998 — 2001
Boyertown Area School District 1991 — 1997
Open Door Christian Academy 1989 — 1991
Barry Keck Barry Keck's Univest Experience January 2009 - Present
Job Vice President at Univest
Industry Financial Services
Experience
Univest January 2009 - Present
Trolling Consulting Group July 1996 - December 2008
AT&T February 1983 - July 1996
Education
DeSales University 1992 — 1996
Master of Business Administration (MBA), Finance, General
DeSales University 1988 — 1992
Bachelor of Science (BS), Computer Science
Univest January 2009 - Present
Trolling Consulting Group July 1996 - December 2008
AT&T February 1983 - July 1996
Education
DeSales University 1992 — 1996
Master of Business Administration (MBA), Finance, General
DeSales University 1988 — 1992
Bachelor of Science (BS), Computer Science
Andrew Sheftel Andrew Sheftel's Univest Experience June 2012 - August 2013
Job Graduate Student at Lehigh University
Industry Accounting
Experience
Concannon, Miller & Co. P.C. February 2015 - Present
First Niagara Bank September 2013 - August 2014
Univest June 2012 - August 2013
Harlyn Contracting December 2011 - May 2012
Omega Homes July 2011 - December 2011
Northwestern Mutual Financial Network May 2010 - August 2010
American University September 2006 - May 2010
Congressman Dent U.S. House May 2009 - June 2009
Skills
Management, Business Development, Finance, Competitive Analysis, Accounting, Marketing, Financial Services, Leadership, Insurance, Customer Service, Corporate Finance
Education
Lehigh University 2014 — 2016
Master of Science (MS), Accounting and Information Analysis
American University - Kogod School of Business 2006 — 2010
Bachelor of Science, Business Administration; Finance
Accademia Italiana 2008 — 2008
Finance
Concannon, Miller & Co. P.C. February 2015 - Present
First Niagara Bank September 2013 - August 2014
Univest June 2012 - August 2013
Harlyn Contracting December 2011 - May 2012
Omega Homes July 2011 - December 2011
Northwestern Mutual Financial Network May 2010 - August 2010
American University September 2006 - May 2010
Congressman Dent U.S. House May 2009 - June 2009
Skills
Management, Business Development, Finance, Competitive Analysis, Accounting, Marketing, Financial Services, Leadership, Insurance, Customer Service, Corporate Finance
Education
Lehigh University 2014 — 2016
Master of Science (MS), Accounting and Information Analysis
American University - Kogod School of Business 2006 — 2010
Bachelor of Science, Business Administration; Finance
Accademia Italiana 2008 — 2008
Finance
Kim Luu's Univest Experience June 1998 - September 2001
Job Principal, ASC 740 Tax Accounting & Reporting
Industry Information Technology and Services
Experience
Computer Sciences Corporation March 2009 - Present
CSC - Computer Sciences Corporation 2015 - 2015
CSC - Computer Sciences Corporation 2015 - 2015
Freddie Mac June 2008 - March 2009
Lockheed Martin April 2007 - June 2008
Comcast December 2005 - April 2007
KPMG January 2004 - December 2005
Asher & Company, Ltd. May 2001 - December 2002
Univest June 1998 - September 2001
Skills
Sarbanes-Oxley Act, Financial Reporting, Accounting, Tax, Due Diligence, Auditing, Consolidation, Finance, Fixed Assets, Accruals, Analysis, Forecasting, Tax Preparation, Financial Forecasting, Corporate Tax, Variance Analysis, GAAP
Education
Drexel University 2003 — 2004
MST
Drexel University 2003 — 2004
MBA
Drexel University - LeBow College of Business 1999 — 2003
BS
North Penn High School 1996 — 1999
Diploma
Early Intervention
Computer Sciences Corporation March 2009 - Present
CSC - Computer Sciences Corporation 2015 - 2015
CSC - Computer Sciences Corporation 2015 - 2015
Freddie Mac June 2008 - March 2009
Lockheed Martin April 2007 - June 2008
Comcast December 2005 - April 2007
KPMG January 2004 - December 2005
Asher & Company, Ltd. May 2001 - December 2002
Univest June 1998 - September 2001
Skills
Sarbanes-Oxley Act, Financial Reporting, Accounting, Tax, Due Diligence, Auditing, Consolidation, Finance, Fixed Assets, Accruals, Analysis, Forecasting, Tax Preparation, Financial Forecasting, Corporate Tax, Variance Analysis, GAAP
Education
Drexel University 2003 — 2004
MST
Drexel University 2003 — 2004
MBA
Drexel University - LeBow College of Business 1999 — 2003
BS
North Penn High School 1996 — 1999
Diploma
Early Intervention
Nicholas Bianchini's Univest Experience 2003 - 2004
Job Assistant Vice President, First Savings Bank
Industry Banking
Experience
Quakertown Alive July 2015 - Present
First Savings Bank of Perkasie March 2011 - Present
Upper Bucks YMCA May 2013 - Present
Wachovia, A Wells Fargo Company June 2007 - November 2010
Unity Bank June 2006 - May 2007
2004 - 2006Union Center National Bank June 2004 - June 2006
Univest 2003 - 2004
Skills
Sales Management, Business Relationship..., Developing Client..., Sales Coaching, Staff Development, Staff Management, Staff Supervision, Retail Banking, CRM, Customer Service, Cross Selling, Nonprofits, Coaching, Customer Satisfaction, Banking, Business Development, Retail, New Business Development, Consumer Lending, Commercial Banking, Lines Of Credit, Business Coaching, Loan Origination, Management, Team Building, Refinance, Hiring, Customer Retention, Mortgage Lending, Sales, Loans, Home Equity Lines of..., Branch Management, Budgets, Cold Calling, Commercial Mortgages, Credit, Credit Analysis, Credit Risk, Employee Relations, Finance, Financial Services, Home Equity Loans, Investments, Leadership Development, Mortgage Banking, Relationship Management, Residential Mortgages, Selling, Small Business Lending
Education
DeSales University 1998 — 2002
Bachelor of Science, Business
RMA Commercial Lending School 2014 — 2014
Commercial Lending
Wayne State College 2013 — 2016
Master of Business Administration (M.B.A.)
North Penn High School 1994 — 1997
Quakertown Alive July 2015 - Present
First Savings Bank of Perkasie March 2011 - Present
Upper Bucks YMCA May 2013 - Present
Wachovia, A Wells Fargo Company June 2007 - November 2010
Unity Bank June 2006 - May 2007
2004 - 2006Union Center National Bank June 2004 - June 2006
Univest 2003 - 2004
Skills
Sales Management, Business Relationship..., Developing Client..., Sales Coaching, Staff Development, Staff Management, Staff Supervision, Retail Banking, CRM, Customer Service, Cross Selling, Nonprofits, Coaching, Customer Satisfaction, Banking, Business Development, Retail, New Business Development, Consumer Lending, Commercial Banking, Lines Of Credit, Business Coaching, Loan Origination, Management, Team Building, Refinance, Hiring, Customer Retention, Mortgage Lending, Sales, Loans, Home Equity Lines of..., Branch Management, Budgets, Cold Calling, Commercial Mortgages, Credit, Credit Analysis, Credit Risk, Employee Relations, Finance, Financial Services, Home Equity Loans, Investments, Leadership Development, Mortgage Banking, Relationship Management, Residential Mortgages, Selling, Small Business Lending
Education
DeSales University 1998 — 2002
Bachelor of Science, Business
RMA Commercial Lending School 2014 — 2014
Commercial Lending
Wayne State College 2013 — 2016
Master of Business Administration (M.B.A.)
North Penn High School 1994 — 1997
Kyle Dunn, MBA Kyle Dunn, MBA's Univest Experience December 2013 - Present
Job I work with middle market companies that require risk and claims services with a competitive price structure.
Industry Insurance
Experience
Univest December 2013 - Present
Trico Lift June 2012 - December 2013
Summit Energy December 2010 - February 2012
ADP November 2009 - December 2010
Paychex January 2009 - November 2009
Aflac May 2006 - December 2008
Skills
Commercial Insurance, Property & Casualty..., Workers Compensation, Underwriting, Sales Operations, Cold Calling, Sales, Account Management, Management, Customer Service, Leadership, Sales Management, New Business Development, Employee Relations, Salesforce.com, Training, CRM, B2B, Microsoft Excel
Education
Juniata College 2002 — 2006
Bachelor's, Communication/IT, 3.2
University of Phoenix 2011 — 2012
Masters, MBA, 3.84
Central Bucks HS East
Univest December 2013 - Present
Trico Lift June 2012 - December 2013
Summit Energy December 2010 - February 2012
ADP November 2009 - December 2010
Paychex January 2009 - November 2009
Aflac May 2006 - December 2008
Skills
Commercial Insurance, Property & Casualty..., Workers Compensation, Underwriting, Sales Operations, Cold Calling, Sales, Account Management, Management, Customer Service, Leadership, Sales Management, New Business Development, Employee Relations, Salesforce.com, Training, CRM, B2B, Microsoft Excel
Education
Juniata College 2002 — 2006
Bachelor's, Communication/IT, 3.2
University of Phoenix 2011 — 2012
Masters, MBA, 3.84
Central Bucks HS East
Jim Harrop Jim Harrop's Univest Experience September 1996 - February 1998
Job Project Managment Director
Industry Pharmaceuticals
Experience
Endo Pharmaceuticals April 2015 - Present
PAREXEL March 2014 - April 2015
AstraZeneca February 2012 - December 2013
AstraZeneca - Clinical Development April 2010 - December 2011
AstraZeneca January 2006 - February 2010
AstraZeneca - ePromotions June 2003 - December 2006
ExecuTrain February 1998 - February 1999
Univest September 1996 - February 1998
Skills
Leadership, Project Management, Strategic Planning, Risk Management, Change Management, Persuasive Presentations, Team Building, Instruction, Project Planning, Swimming, Fly Fishing, Program Management, Business Development, Management, Team Leadership, Cross-functional Team...
Education
Franklin & Marshall College 1990 — 1994
Bachelor of Arts, Economics
Project Management Institute
Project Managment Professional
Endo Pharmaceuticals April 2015 - Present
PAREXEL March 2014 - April 2015
AstraZeneca February 2012 - December 2013
AstraZeneca - Clinical Development April 2010 - December 2011
AstraZeneca January 2006 - February 2010
AstraZeneca - ePromotions June 2003 - December 2006
ExecuTrain February 1998 - February 1999
Univest September 1996 - February 1998
Skills
Leadership, Project Management, Strategic Planning, Risk Management, Change Management, Persuasive Presentations, Team Building, Instruction, Project Planning, Swimming, Fly Fishing, Program Management, Business Development, Management, Team Leadership, Cross-functional Team...
Education
Franklin & Marshall College 1990 — 1994
Bachelor of Arts, Economics
Project Management Institute
Project Managment Professional
Rick Platt Jr. Rick Platt Jr.'s Univest Experience January 2008 - June 2009
Job Freight Operations Supervisor at Conway, Inc.
Industry Leisure, Travel & Tourism
Experience
Con-way, Inc. April 2013 - Present
Avis Budget Group March 2012 - April 2013
Kramer Electronics US May 2009 - March 2012
Univest January 2008 - June 2009
Skills
rickplatt11@yahoo.com, Microsoft Office, Customer Service, Team Leadership, Banking, Account Management, Budgets, Logistics Management, Management, Leadership, Risk Management, Sales, Sales Management, Shipping, Team Building, Transportation..., Warehouse Management, Warehousing, Inventory Management
Education
Delaware Valley College 2003 — 2007
Bachelor of Science (B.S.), Business Administration and Management, General
North Hunterdon High School 1999 — 2003
Con-way, Inc. April 2013 - Present
Avis Budget Group March 2012 - April 2013
Kramer Electronics US May 2009 - March 2012
Univest January 2008 - June 2009
Skills
rickplatt11@yahoo.com, Microsoft Office, Customer Service, Team Leadership, Banking, Account Management, Budgets, Logistics Management, Management, Leadership, Risk Management, Sales, Sales Management, Shipping, Team Building, Transportation..., Warehouse Management, Warehousing, Inventory Management
Education
Delaware Valley College 2003 — 2007
Bachelor of Science (B.S.), Business Administration and Management, General
North Hunterdon High School 1999 — 2003
Steven Kolb Steven Kolb's Univest Experience January 2009 - Present
Job Sales and Service Representative at Univest
Industry Financial Services
Experience
Univest January 2009 - Present
Skills
Retirement Planning, Retail Banking, Personal Finance, Personal Financial..., investing, cash flow analysis, budgeting, Debt Elimination, Financial Coaching, Financial Accounting, Customer Service, Sales, Banking, Investments, Loans, Credit, Finance
Education
Kaplan University 2015 — 2016
Bachelor’s Degree, Accounting
Messiah College 2004 — 2006
Bachelor of Science (BS), Political Science and Government
Univest January 2009 - Present
Skills
Retirement Planning, Retail Banking, Personal Finance, Personal Financial..., investing, cash flow analysis, budgeting, Debt Elimination, Financial Coaching, Financial Accounting, Customer Service, Sales, Banking, Investments, Loans, Credit, Finance
Education
Kaplan University 2015 — 2016
Bachelor’s Degree, Accounting
Messiah College 2004 — 2006
Bachelor of Science (BS), Political Science and Government
Deanna Kinsey's Univest Experience 2010 - 2011
Job Banking Center Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo September 2013 - Present
Univest 2010 - 2011
Bank of America March 2007 - October 2009
Zale October 2001 - March 2007
Skills
Credit, Loans, Mortgage Lending, Risk Management, Time Management, Training, Employee Benefits, Customer Satisfaction, Microsoft Office, Process Improvement, Outlook, Recruiting, PowerPoint, Microsoft Word, Team Leadership, Team Building, Vendor Management, Business Analysis, Human Resources, Analysis, Customer Service, Finance
Education
University of Scranton 2010 — 2012
Master of Business Administration (MBA), International Business
American InterContinental University 2007 — 2009
Bachelor of Business Administration (BBA), Human Resources Management and Services
Wells Fargo September 2013 - Present
Univest 2010 - 2011
Bank of America March 2007 - October 2009
Zale October 2001 - March 2007
Skills
Credit, Loans, Mortgage Lending, Risk Management, Time Management, Training, Employee Benefits, Customer Satisfaction, Microsoft Office, Process Improvement, Outlook, Recruiting, PowerPoint, Microsoft Word, Team Leadership, Team Building, Vendor Management, Business Analysis, Human Resources, Analysis, Customer Service, Finance
Education
University of Scranton 2010 — 2012
Master of Business Administration (MBA), International Business
American InterContinental University 2007 — 2009
Bachelor of Business Administration (BBA), Human Resources Management and Services
Alexa Halvorsen Alexa Halvorsen's Univest Experience February 2014 - October 2014
Job Server at Chili's
Industry Restaurants
Experience
Chili's November 2014 - Present
Univest February 2014 - October 2014
Franconia Heritage Restaurant August 2008 - September 2014
Franconia Heritage Restaurant September 2009 - September 2012
Skills
Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Social Media, QuickBooks, Banking
Education
Drexel University 2012 — 2013
Nursing Education
Montgomery County Community College 2014 — 2014
Accounting
Souderton Area High School 2008 — 2012
High School
Chili's November 2014 - Present
Univest February 2014 - October 2014
Franconia Heritage Restaurant August 2008 - September 2014
Franconia Heritage Restaurant September 2009 - September 2012
Skills
Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Social Media, QuickBooks, Banking
Education
Drexel University 2012 — 2013
Nursing Education
Montgomery County Community College 2014 — 2014
Accounting
Souderton Area High School 2008 — 2012
High School
Matt Godshall Matt Godshall's Univest Experience May 2014 - August 2014
Job Quality Assurance Analyst at Temenos, USA
Industry Banking
Experience
Akcelerant August 2014 - Present
Univest May 2014 - August 2014
Vantage Point Bank and Financial Services April 2007 - May 2014
Huntingdon Valley Bank September 2001 - April 2007
Skills
Banking, Investments, Risk Management, Mortgage Banking, Portfolio Management, Customer Service, Retail Banking, Financial Analysis, Finance, Payments, Microsoft Office, Team Building, Retail
Education
Lafayette College 1997 — 2001
BA, Economics
Akcelerant August 2014 - Present
Univest May 2014 - August 2014
Vantage Point Bank and Financial Services April 2007 - May 2014
Huntingdon Valley Bank September 2001 - April 2007
Skills
Banking, Investments, Risk Management, Mortgage Banking, Portfolio Management, Customer Service, Retail Banking, Financial Analysis, Finance, Payments, Microsoft Office, Team Building, Retail
Education
Lafayette College 1997 — 2001
BA, Economics
Lucas Mangum Lucas Mangum's Univest Experience February 2011 - Present
Job Author at JournalStone Publishing
Industry Writing and Editing
Experience
JournalStone Publishing January 2014 - Present
Biff Bam Pop October 2012 - Present
Cinedelphia.com September 2011 - Present
Self-Employed February 2011 - Present
Univest February 2011 - Present
Death Head Grin February 2011 - February 2011
Direct Buy of Bucks County August 2006 - February 2011
Skills
Fiction, Novels, Fiction Writing, Freelance Writing, Short Stories, Creative Writing, Stories, Books, Editing, Blogging, Non-fiction, Book Reviews, Copy Editing, Web Content, Storytelling, Publishing, Magazine Articles, Poetry, Published Author, Ghostwriting, Interviews, Proofreading, Literature, Newsletters, Articles, Feature Articles, Creative Non-fiction, Copywriting, Publications, Film, Technical Writing, Ebooks, Creative Writer, Journalism, Content Writing, Editorial, Newspapers, Magazines, Content Development, Screenwriting
Education
Bucks County Community College 2002 — 2008
Associate's degree, Liberal Arts and Sciences/Liberal Studies
Conwell-Egan Catholic High School 2000 — 2002
JournalStone Publishing January 2014 - Present
Biff Bam Pop October 2012 - Present
Cinedelphia.com September 2011 - Present
Self-Employed February 2011 - Present
Univest February 2011 - Present
Death Head Grin February 2011 - February 2011
Direct Buy of Bucks County August 2006 - February 2011
Skills
Fiction, Novels, Fiction Writing, Freelance Writing, Short Stories, Creative Writing, Stories, Books, Editing, Blogging, Non-fiction, Book Reviews, Copy Editing, Web Content, Storytelling, Publishing, Magazine Articles, Poetry, Published Author, Ghostwriting, Interviews, Proofreading, Literature, Newsletters, Articles, Feature Articles, Creative Non-fiction, Copywriting, Publications, Film, Technical Writing, Ebooks, Creative Writer, Journalism, Content Writing, Editorial, Newspapers, Magazines, Content Development, Screenwriting
Education
Bucks County Community College 2002 — 2008
Associate's degree, Liberal Arts and Sciences/Liberal Studies
Conwell-Egan Catholic High School 2000 — 2002
David Cressman David Cressman's Univest Experience July 2003 - November 2004
Job Pharmaceuticals Professional
Industry Pharmaceuticals
Experience
Boehringer Ingelheim April 2013 - Present
Boehringer Ingelheim April 2013 - Present
Boehringer Ingelheim December 2012 - April 2013
Boehringer Ingelheim August 2011 - November 2012
Merck January 2007 - December 2010
Designing Images May 2005 - December 2006
Sovereign Bank 2004 - 2005
Univest July 2003 - November 2004
Skills
Microsoft Excel, Data Analysis, Business Analysis, Market Analysis, Sales, Pharmaceutical Sales, Spanish-speaking, Problem Solving, CRM, Cross-functional Team..., Diabetes, Leadership, Marketing, Neurology, Pharmaceutical Industry, Strategy
Education
Universidad de Deusto 2002 — 2003
Kutztown University of Pennsylvania 2000 — 2003
BA, International Business and Spanish
Boehringer Ingelheim April 2013 - Present
Boehringer Ingelheim April 2013 - Present
Boehringer Ingelheim December 2012 - April 2013
Boehringer Ingelheim August 2011 - November 2012
Merck January 2007 - December 2010
Designing Images May 2005 - December 2006
Sovereign Bank 2004 - 2005
Univest July 2003 - November 2004
Skills
Microsoft Excel, Data Analysis, Business Analysis, Market Analysis, Sales, Pharmaceutical Sales, Spanish-speaking, Problem Solving, CRM, Cross-functional Team..., Diabetes, Leadership, Marketing, Neurology, Pharmaceutical Industry, Strategy
Education
Universidad de Deusto 2002 — 2003
Kutztown University of Pennsylvania 2000 — 2003
BA, International Business and Spanish
Kristine DeSousa Koehler Kristine DeSousa Koehler's Univest Experience March 1997 - December 2001
Job Vice President, SBA Underwriter for Government Guaranteed and SBA Lending at Susquehanna Bank 6109704158
Industry Financial Services
Experience
Susquehanna Bank August 2014 - Present
Univest Bank and Trust Co. January 2002 - July 2014
Univest March 1997 - December 2001
Community Banks June 1988 - March 1997
Skills
Commercial Lending, Loans, Portfolio Management, SBA, Small Business Lending, Commercial Banking, Commercial Mortgages, Credit Analysis, Credit, Lines Of Credit, Cash Management, Investments, SBA 504, Loan Origination, Mortgage Lending, Consumer Lending, Selling, Sales
Education
Moravian College 1995 — 1997
Bachelor's Degree, Accounting and Finance, Summa Cum Laude
Pennsylvania Bankers Association 2010 — 2012
School of Commercial Lending and Advanced Commercial Lending
Bucks County Community College 1990 — 1994
Associate's Degree, Business Administration, 3.85 GPA
Susquehanna Bank August 2014 - Present
Univest Bank and Trust Co. January 2002 - July 2014
Univest March 1997 - December 2001
Community Banks June 1988 - March 1997
Skills
Commercial Lending, Loans, Portfolio Management, SBA, Small Business Lending, Commercial Banking, Commercial Mortgages, Credit Analysis, Credit, Lines Of Credit, Cash Management, Investments, SBA 504, Loan Origination, Mortgage Lending, Consumer Lending, Selling, Sales
Education
Moravian College 1995 — 1997
Bachelor's Degree, Accounting and Finance, Summa Cum Laude
Pennsylvania Bankers Association 2010 — 2012
School of Commercial Lending and Advanced Commercial Lending
Bucks County Community College 1990 — 1994
Associate's Degree, Business Administration, 3.85 GPA
Thomas Gibat Thomas Gibat's Univest Experience November 2012 - Present
Job Sales & Service Representative at Univest
Industry Consumer Services
Experience
Univest November 2012 - Present
Enterprise Rent-A-Car November 2011 - October 2012
Somerset Patriots Minor League Baseball Team November 2009 - November 2011
Lakewood BlueClaws Triple A Minor League Baseball Team for the Philadelphia Phillies January 2009 - September 2009
Philadelphia Force Professional Women's Softball May 2008 - August 2008
Skills
Ticket Sales, Marketing, Sports Marketing, Sports Management, Sponsorship Sales, Sponsorship, Sales
Education
East Stroudsburg University of Pennsylvania 2004 — 2008
Bachelor, Sport Managment
Univest November 2012 - Present
Enterprise Rent-A-Car November 2011 - October 2012
Somerset Patriots Minor League Baseball Team November 2009 - November 2011
Lakewood BlueClaws Triple A Minor League Baseball Team for the Philadelphia Phillies January 2009 - September 2009
Philadelphia Force Professional Women's Softball May 2008 - August 2008
Skills
Ticket Sales, Marketing, Sports Marketing, Sports Management, Sponsorship Sales, Sponsorship, Sales
Education
East Stroudsburg University of Pennsylvania 2004 — 2008
Bachelor, Sport Managment
James Jacobson James Jacobson's Univest Experience August 2002 - Present
Job Financial Advisor, Univest Investments, Inc.
Industry Financial Services
Experience
Univest August 2002 - Present
Charles Schwab January 1994 - August 2002
Skills
Investments, Mutual Funds, Fixed Annuities, Bonds, Financial Risk, Retirement Plannng, Estate Maximization, Fixed Income Portfolio..., Portfolio Management, Asset Allocation, Loans, Insurance, Commercial Lending, Finance, Retirement, Estate Law, Investment Advisory, Retirement Planning, Wealth Management, Financial Services, Banking
Education
Bradley University 1988 — 1992
BA, Finance
Univest August 2002 - Present
Charles Schwab January 1994 - August 2002
Skills
Investments, Mutual Funds, Fixed Annuities, Bonds, Financial Risk, Retirement Plannng, Estate Maximization, Fixed Income Portfolio..., Portfolio Management, Asset Allocation, Loans, Insurance, Commercial Lending, Finance, Retirement, Estate Law, Investment Advisory, Retirement Planning, Wealth Management, Financial Services, Banking
Education
Bradley University 1988 — 1992
BA, Finance
Kathleen Turnure Kathleen Turnure's Univest Experience July 2009 - Present
Job Sales and Service Representative, Univest
Industry Banking
Experience
Univest July 2009 - Present
Elegant Hand Calligraphy 2000 - Present
Skills
Banking, Loans, Commercial Lending, Credit, Small Business Lending, Marketing, New Business Development, Investments, Insurance, Loan Origination
Education
Bucknell University 1982 — 1986
BA, Art, English
Univest July 2009 - Present
Elegant Hand Calligraphy 2000 - Present
Skills
Banking, Loans, Commercial Lending, Credit, Small Business Lending, Marketing, New Business Development, Investments, Insurance, Loan Origination
Education
Bucknell University 1982 — 1986
BA, Art, English
Caroline Rudloff Caroline Rudloff's Univest Experience October 2011 - December 2014
Job LQA Analyst, Team Lead at Trident Mortgage Company, LP
Industry Real Estate
Experience
Trident Mortgage Company, LP December 2014 - Present
Univest October 2011 - December 2014
ANN INC. August 2011 - June 2012
Iron Hill Brewery & Restaurant March 2011 - September 2011
Chaddsford Winery May 2010 - March 2011
Greater Reading Chamber of Commerce & Industry September 2009 - December 2009
Giant Markets June 2008 - August 2009
Clemens Markets June 2003 - August 2006
Skills
Microsoft Excel, Outlook, Residential Mortgages, Customer Service, Microsoft Office, PowerPoint, Microsoft Word, Access, Leadership, Windows, Merchandising
Education
Albright College 2005 — 2009
Bachelor of Science, Business Administration, Management Track
Trident Mortgage Company, LP December 2014 - Present
Univest October 2011 - December 2014
ANN INC. August 2011 - June 2012
Iron Hill Brewery & Restaurant March 2011 - September 2011
Chaddsford Winery May 2010 - March 2011
Greater Reading Chamber of Commerce & Industry September 2009 - December 2009
Giant Markets June 2008 - August 2009
Clemens Markets June 2003 - August 2006
Skills
Microsoft Excel, Outlook, Residential Mortgages, Customer Service, Microsoft Office, PowerPoint, Microsoft Word, Access, Leadership, Windows, Merchandising
Education
Albright College 2005 — 2009
Bachelor of Science, Business Administration, Management Track
Jonathan Zeminski, CFP®'s Univest Experience April 2013 - Present
Job Vice President Senior Financial Advisor at Univest Corporation of Pennsylvania
Industry Financial Services
Experience
Univest April 2013 - Present
Cabrini College January 2015 - Present
Wells Fargo Bank December 2010 - April 2013
PNC Financial Services Group January 2009 - December 2010
SEI March 2007 - January 2009
BNP Paribas June 2004 - March 2007
Skills
Investments, Financial Services, Wealth Management, Finance, Banking, Portfolio Management, Investment Management, Mutual Funds
Education
Saint Joseph's University 2007 — 2009
Masters of Science, Financial Services
Cabrini College 2000 — 2004
Bachelor of Science, Finance
Univest April 2013 - Present
Cabrini College January 2015 - Present
Wells Fargo Bank December 2010 - April 2013
PNC Financial Services Group January 2009 - December 2010
SEI March 2007 - January 2009
BNP Paribas June 2004 - March 2007
Skills
Investments, Financial Services, Wealth Management, Finance, Banking, Portfolio Management, Investment Management, Mutual Funds
Education
Saint Joseph's University 2007 — 2009
Masters of Science, Financial Services
Cabrini College 2000 — 2004
Bachelor of Science, Finance
Melissa Bieler Melissa Bieler's Univest Experience March 2014 - Present
Job Vice President, Sales and Product Manager at Univest
Industry Banking
Experience
Univest March 2014 - Present
Univest July 2011 - March 2014
Univest September 2010 - July 2011
Univest 2008 - October 2010
Univest 2003 - 2008
Skills
Loans, Banking, Commercial Lending, Small Business Lending, Credit, Cash Management, Insurance, Consumer Lending, Customer Service, Budgets, Financial Services, Team Leadership, Coaching, Sales Management, Retail Banking, Small Business, Team Building, Investment Advisory, Residential Mortgages, Underwriting, Investments
Education
Eastern Connecticut State University
Political Science
Gwynedd Mercy University
Bachelor of Science, Business Administration with a Concentration in Organizational Management
Pennsylvania Bankers Association
Advanced School of Banking
Univest March 2014 - Present
Univest July 2011 - March 2014
Univest September 2010 - July 2011
Univest 2008 - October 2010
Univest 2003 - 2008
Skills
Loans, Banking, Commercial Lending, Small Business Lending, Credit, Cash Management, Insurance, Consumer Lending, Customer Service, Budgets, Financial Services, Team Leadership, Coaching, Sales Management, Retail Banking, Small Business, Team Building, Investment Advisory, Residential Mortgages, Underwriting, Investments
Education
Eastern Connecticut State University
Political Science
Gwynedd Mercy University
Bachelor of Science, Business Administration with a Concentration in Organizational Management
Pennsylvania Bankers Association
Advanced School of Banking
Kristen Nonnemacher's Univest Experience January 2012 - April 2012
Job Education Marketing Manager at Crayola
Industry Marketing and Advertising
Experience
Crayola December 2013 - Present
Crayola April 2012 - November 2013
Univest January 2012 - April 2012
Univest Corporation of Pennsylvania January 2008 - December 2011
St. Luke's Hospital June 2007 - October 2007
Kutztown University November 2005 - May 2007
ArtsQuest January 2007 - April 2007
Kutztown University November 2005 - May 2006
Pennsylvania Governor's School for Global Entrepreneurship June 2004 - August 2004
Skills
Internal Communications, Corporate Communications, Public Relations, Writing, Event Management, Press Releases, Media Relations, Budgeting, Integrated Marketing, Community Relations, Special Events, Planning, Social Media Marketing, Sponsorship, Social Media, Editing, Event Planning, Newsletters, Community Outreach, New Business Development, Strategic Communications, Crisis Communications, Social Networking, Communications Strategy, Word, Communications Planning, Facebook, Microsoft Word, Community Development, Management, Marketing, Leadership, Project Management, Copywriting, Marketing Communications, Email Marketing, Marketing Strategy, Advertising, Publications, Blogging, Fundraising, Nonprofits, Budgets
Education
Kutztown University of Pennsylvania 2003 — 2007
B.A., Communication and Public Relations
Crayola December 2013 - Present
Crayola April 2012 - November 2013
Univest January 2012 - April 2012
Univest Corporation of Pennsylvania January 2008 - December 2011
St. Luke's Hospital June 2007 - October 2007
Kutztown University November 2005 - May 2007
ArtsQuest January 2007 - April 2007
Kutztown University November 2005 - May 2006
Pennsylvania Governor's School for Global Entrepreneurship June 2004 - August 2004
Skills
Internal Communications, Corporate Communications, Public Relations, Writing, Event Management, Press Releases, Media Relations, Budgeting, Integrated Marketing, Community Relations, Special Events, Planning, Social Media Marketing, Sponsorship, Social Media, Editing, Event Planning, Newsletters, Community Outreach, New Business Development, Strategic Communications, Crisis Communications, Social Networking, Communications Strategy, Word, Communications Planning, Facebook, Microsoft Word, Community Development, Management, Marketing, Leadership, Project Management, Copywriting, Marketing Communications, Email Marketing, Marketing Strategy, Advertising, Publications, Blogging, Fundraising, Nonprofits, Budgets
Education
Kutztown University of Pennsylvania 2003 — 2007
B.A., Communication and Public Relations
Gene Steinberg Gene Steinberg's Univest Experience November 2000 - April 2004
Job Owner, Consultative Marketing Services
Industry Marketing and Advertising
Experience
Consultative Marketing Services January 2014 - Present
International Society for Pharmaceutical Engineering November 2012 - January 2014
The Tampa Tribune October 2011 - November 2012
AutoTrader.com July 2004 - July 2011
Univest November 2000 - April 2004
CVS Health March 1996 - October 2000
Skills
Microsoft Office, Advertising Management, Advertising, Advertising Agency, Advertising Operations, Advertising Sales, Local Advertising, Salesforce.com, Sales, Sales&Marketing, Sales Growth, Media, Events, Management, Management Style, Marketing, Marketing Communications, International Sales, International Events, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Lead Generation, Direct Sales, Account Management, New Business Development, Recruiting, Email Marketing, Sales Presentations, Cold Calling, Online Marketing, Digital Marketing, B2B Marketing, SEM, Digital Media, Social Media Marketing, Media Buying, Sales Process, Marketing Strategy, Direct Marketing, Market Planning, Sales Operations, Mobile Marketing, Newspapers, Direct Mail
Education
La Salle University 1988 — 1992
Bachelor of Science (B.S.), Marketing
Abington Senior High School 1984 — 1988
High School Diploma, General Studies
Consultative Marketing Services January 2014 - Present
International Society for Pharmaceutical Engineering November 2012 - January 2014
The Tampa Tribune October 2011 - November 2012
AutoTrader.com July 2004 - July 2011
Univest November 2000 - April 2004
CVS Health March 1996 - October 2000
Skills
Microsoft Office, Advertising Management, Advertising, Advertising Agency, Advertising Operations, Advertising Sales, Local Advertising, Salesforce.com, Sales, Sales&Marketing, Sales Growth, Media, Events, Management, Management Style, Marketing, Marketing Communications, International Sales, International Events, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Lead Generation, Direct Sales, Account Management, New Business Development, Recruiting, Email Marketing, Sales Presentations, Cold Calling, Online Marketing, Digital Marketing, B2B Marketing, SEM, Digital Media, Social Media Marketing, Media Buying, Sales Process, Marketing Strategy, Direct Marketing, Market Planning, Sales Operations, Mobile Marketing, Newspapers, Direct Mail
Education
La Salle University 1988 — 1992
Bachelor of Science (B.S.), Marketing
Abington Senior High School 1984 — 1988
High School Diploma, General Studies
Kit Rapine's Univest Experience April 1984 - November 1998
Job Online Catalog Manager, Digital Sales at Ricoh Americas Corporation
Industry Business Supplies and Equipment
Experience
Ricoh Americas Corporation May 2013 - Present
Ricoh Americas Corporation October 2010 - Present
IKON Office Solutions May 2007 - September 2010
IKON Office Solutions January 2001 - May 2007
US Maintenance September 1999 - January 2001
Univest April 1984 - November 1998
Education
Bucks County Community College 1984 — 1995
Associates, Banking
Ricoh Americas Corporation May 2013 - Present
Ricoh Americas Corporation October 2010 - Present
IKON Office Solutions May 2007 - September 2010
IKON Office Solutions January 2001 - May 2007
US Maintenance September 1999 - January 2001
Univest April 1984 - November 1998
Education
Bucks County Community College 1984 — 1995
Associates, Banking
Phyllis Goshow's Univest Experience July 2007 - Present
Job Consumer Services and Support Officer at Univest Bank
Industry Banking
Experience
Univest July 2007 - Present
Univest Bank January 2001 - Present
Skills
Customer Service, Management, Banking, Loans, Retail Banking, Finance, Risk Management, Insurance, Commercial Lending, Commercial Banking, Consumer Lending, Credit, Mortgage Lending, Small Business Lending, Loan Origination, Financial Services
Education
Bucks County Community College
Univest July 2007 - Present
Univest Bank January 2001 - Present
Skills
Customer Service, Management, Banking, Loans, Retail Banking, Finance, Risk Management, Insurance, Commercial Lending, Commercial Banking, Consumer Lending, Credit, Mortgage Lending, Small Business Lending, Loan Origination, Financial Services
Education
Bucks County Community College
Marcus Laurence's Univest Experience February 2012 - February 2014
Job Relationship Manager at Prudential Financial
Industry Financial Services
Experience
Prudential Financial March 2014 - Present
Univest February 2012 - February 2014
Wells Fargo June 2007 - February 2012
United States Air Force September 1989 - March 1993
Skills
Goal-driven leader, Coaching Staff, Consumer Lending, Small Business Lending, Employee Training, Retail Banking, New Business Development, Service Delivery, Internal Audit, Customer Retention, Loans, Banking, Leadership, Mortgage Lending, Business Development, Credit, Commercial Lending, Finance, Management, Financial Services, Credit Analysis
Education
Community College of the Air Force 1989 — 1993
Prudential Financial March 2014 - Present
Univest February 2012 - February 2014
Wells Fargo June 2007 - February 2012
United States Air Force September 1989 - March 1993
Skills
Goal-driven leader, Coaching Staff, Consumer Lending, Small Business Lending, Employee Training, Retail Banking, New Business Development, Service Delivery, Internal Audit, Customer Retention, Loans, Banking, Leadership, Mortgage Lending, Business Development, Credit, Commercial Lending, Finance, Management, Financial Services, Credit Analysis
Education
Community College of the Air Force 1989 — 1993
Ed Hughes's Univest Experience October 2008 - Present
Job Mortgage Banking President
Industry Financial Services
Experience
Univest October 2008 - Present
GMAC ResCap January 2005 - January 2008
GMAC Mortgage August 1990 - January 2008
Bell Savings Bank August 1987 - August 1990
Deloitte June 1983 - August 1987
Skills
Mortgage Banking, Management, Mortgage Lending, Leadership, Process Improvement, Refinance, Banking, Operations Management, Retail, Mergers & Acquisitions, Entrepreneurship, Business Process, Financial Analysis, Credit Risk, Underwriting, Public Speaking, Portfolio Management, Accounting, FHA, Credit, Residential Mortgages, Loans, Loan Origination, Mergers, Consumer Lending, Loan Servicing, Auditing, Risk Management, Insurance, Credit Analysis, Strategic Planning, Capital Markets, Financial Services
Education
Bucknell University 1979 — 1983
Univest October 2008 - Present
GMAC ResCap January 2005 - January 2008
GMAC Mortgage August 1990 - January 2008
Bell Savings Bank August 1987 - August 1990
Deloitte June 1983 - August 1987
Skills
Mortgage Banking, Management, Mortgage Lending, Leadership, Process Improvement, Refinance, Banking, Operations Management, Retail, Mergers & Acquisitions, Entrepreneurship, Business Process, Financial Analysis, Credit Risk, Underwriting, Public Speaking, Portfolio Management, Accounting, FHA, Credit, Residential Mortgages, Loans, Loan Origination, Mergers, Consumer Lending, Loan Servicing, Auditing, Risk Management, Insurance, Credit Analysis, Strategic Planning, Capital Markets, Financial Services
Education
Bucknell University 1979 — 1983
Chris Cusumano's Univest Experience June 2003 - October 2004
Job Talent Acquisition Professional
Industry Pharmaceuticals
Experience
Merck July 2013 - Present
Teva Pharmaceuticals March 2007 - July 2013
McCallion Staffing Specialists November 2004 - March 2007
Univest June 2003 - October 2004
Education
Bloomsburg University of Pennsylvania 1998 — 2002
BS, Business Administration and Management
Merck July 2013 - Present
Teva Pharmaceuticals March 2007 - July 2013
McCallion Staffing Specialists November 2004 - March 2007
Univest June 2003 - October 2004
Education
Bloomsburg University of Pennsylvania 1998 — 2002
BS, Business Administration and Management
Kelley Royce's Univest Experience 1997 - 2001
Job Communications & Fundraising Professional
Industry Nonprofit Organization Management
Experience
Access Services, Inc. January 2012 - Present
Eastern University 2010 - Present
African Leadership and Reconciliation Ministries (ALARM) May 2013 - January 2014
Biblical Seminary July 2001 - June 2010
Univest 1997 - 2001
KFR Communications 1983 - 2000
Skills
Web Content Management, Research Analysis, Non-profits, Event Planning, Fundraising, Nonprofits, Marketing Communications, Leadership, Grant Writing, Community Outreach, Grants, Media Relations
Education
Biblical Seminary 2001 — 2005
MA, Ministry
American University - Kogod School of Business 1973 — 1975
Master of Science (M.S.), Public Relations
American University 1971 — 1975
BA, International Studies & Communications
Access Services, Inc. January 2012 - Present
Eastern University 2010 - Present
African Leadership and Reconciliation Ministries (ALARM) May 2013 - January 2014
Biblical Seminary July 2001 - June 2010
Univest 1997 - 2001
KFR Communications 1983 - 2000
Skills
Web Content Management, Research Analysis, Non-profits, Event Planning, Fundraising, Nonprofits, Marketing Communications, Leadership, Grant Writing, Community Outreach, Grants, Media Relations
Education
Biblical Seminary 2001 — 2005
MA, Ministry
American University - Kogod School of Business 1973 — 1975
Master of Science (M.S.), Public Relations
American University 1971 — 1975
BA, International Studies & Communications
Halie Clouse's Univest Experience 1994 - 2001
Job Commercial Real Estate Professional
Industry Real Estate
Experience
Redwood Trust, Inc. October 2013 - Present
JPMorgan May 2007 - August 2008
Deutsche Bank 2004 - 2007
Univest 1994 - 2001
MortgageRamp (now RR Donnelly) 1994 - 2001
Education
Rhodes College 1990 — 2004
Georgia Institute of Technology 2001 — 2003
mba
American University 1993 — 1993
Redwood Trust, Inc. October 2013 - Present
JPMorgan May 2007 - August 2008
Deutsche Bank 2004 - 2007
Univest 1994 - 2001
MortgageRamp (now RR Donnelly) 1994 - 2001
Education
Rhodes College 1990 — 2004
Georgia Institute of Technology 2001 — 2003
mba
American University 1993 — 1993
Margie Boutcher's Univest Experience August 2014 - Present
Job SVP, Director of Project Management and IT Strategy at Univest
Industry Information Technology and Services
Experience
Univest August 2014 - Present
ditech Mortgage May 1998 - August 2014
GE Capital May 1995 - May 1998
Betz Laboratories 1982 - 1995
Skills
Strategic Planning, Team Building, Management, Budgets, SDLC, PMO, Financial Services, Data Warehousing, IT Strategy, Risk Management, Enterprise Architecture, Business Analysis, Portfolio Management, Business Process..., Disaster Recovery, Integration
Education
Arcadia University
Univest August 2014 - Present
ditech Mortgage May 1998 - August 2014
GE Capital May 1995 - May 1998
Betz Laboratories 1982 - 1995
Skills
Strategic Planning, Team Building, Management, Budgets, SDLC, PMO, Financial Services, Data Warehousing, IT Strategy, Risk Management, Enterprise Architecture, Business Analysis, Portfolio Management, Business Process..., Disaster Recovery, Integration
Education
Arcadia University
Mark Pappas's Univest Experience December 2011 - Present
Job Credit Officer at Univest
Industry Banking
Experience
Univest December 2011 - Present
Univest January 2007 - December 2011
Education
Delaware Valley University 1998 — 2002
Bachelor’s Degree, Business Administration and Management, General
Univest December 2011 - Present
Univest January 2007 - December 2011
Education
Delaware Valley University 1998 — 2002
Bachelor’s Degree, Business Administration and Management, General
Dawn Mikulich's Univest Experience 2004 - 2005
Job Director of Product Management & Marketing Strategies at WSFS Bank
Industry Financial Services
Experience
WSFS Bank February 2015 - Present
Continental Bank March 2005 - February 2015
Univest 2004 - 2005
Progress Bank 1998 - 2004
American Heritage Federal Credit Union 1995 - 1998
Skills
Banking, Social Media, Sales, Advertising, Training, Customer Service, Real Estate, Marketing Strategy, Marketing Communications, Product Development, Product Marketing, Marketing Management, Strategic Planning, Marketing
Education
La Salle University 2007 — 2012
Master of Business Administration (MBA), Management
Millersville University of Pennsylvania 1991 — 1995
Bachelor of Science (B.S.), Marketing
ABA School of Marketing
Certified Financial Marketing Professional
WSFS Bank February 2015 - Present
Continental Bank March 2005 - February 2015
Univest 2004 - 2005
Progress Bank 1998 - 2004
American Heritage Federal Credit Union 1995 - 1998
Skills
Banking, Social Media, Sales, Advertising, Training, Customer Service, Real Estate, Marketing Strategy, Marketing Communications, Product Development, Product Marketing, Marketing Management, Strategic Planning, Marketing
Education
La Salle University 2007 — 2012
Master of Business Administration (MBA), Management
Millersville University of Pennsylvania 1991 — 1995
Bachelor of Science (B.S.), Marketing
ABA School of Marketing
Certified Financial Marketing Professional
Barry Tomlinson's Univest Experience 1990 - 2008
Job Experienced VP/Operations Mgr, FrontLine Underwriting Mgr, Residential Due Diligence, Facilities Mgr, Project Mgr
Industry Financial Services
Experience
The StoneHill Group, Inc 2008 - Present
Operations manager February 2006 - February 2008
RR Donnelley November 1990 - February 2008
Univest 1990 - 2008
Skills
Project Management, Budgets, Financial Analysis, Management, Construction, Process Improvement, Portfolio Management, Due Diligence, Banking, Risk Management, Program Management, Loans, Analysis, Credit, Mortgage Lending, Mortgage Underwriting, Financial Services, Underwriting, Microsoft Excel, Financial Modeling, Mortgage Banking
Education
Florida State College at Jacksonville
The StoneHill Group, Inc 2008 - Present
Operations manager February 2006 - February 2008
RR Donnelley November 1990 - February 2008
Univest 1990 - 2008
Skills
Project Management, Budgets, Financial Analysis, Management, Construction, Process Improvement, Portfolio Management, Due Diligence, Banking, Risk Management, Program Management, Loans, Analysis, Credit, Mortgage Lending, Mortgage Underwriting, Financial Services, Underwriting, Microsoft Excel, Financial Modeling, Mortgage Banking
Education
Florida State College at Jacksonville
Brian Hanlon's Univest Experience March 2015 - Present
Job Relationship Manager Corporate Banking at Univest
Industry Religious Institutions
Experience
Univest March 2015 - Present
Wells Fargo Bank November 2011 - March 2015
Archbishop Carroll High School August 2010 - November 2011
Catholic Athletes for Christ February 2010 - November 2011
Living a Christ Centered Life December 2009 - November 2011
Archdiocese of Philadelphia October 2005 - June 2009
Shared Supports Concepts, Inc. June 2004 - February 2005
Sovereign Bank October 1998 - June 2004
Republic First Bank April 1997 - September 1998
CoreStates Bank June 1988 - April 1997
Skills
Management, Curriculum Design, Public Speaking, Financial Analysis, Sales, Commercial Banking, Program Management, Marketing Strategy, Marketing
Education
Drexel University 1989 — 1994
Master of Business Administration (MBA), Finance, General
Penn State University 1984 — 1988
Bachelor of Science (BS), Finance, General
Univest March 2015 - Present
Wells Fargo Bank November 2011 - March 2015
Archbishop Carroll High School August 2010 - November 2011
Catholic Athletes for Christ February 2010 - November 2011
Living a Christ Centered Life December 2009 - November 2011
Archdiocese of Philadelphia October 2005 - June 2009
Shared Supports Concepts, Inc. June 2004 - February 2005
Sovereign Bank October 1998 - June 2004
Republic First Bank April 1997 - September 1998
CoreStates Bank June 1988 - April 1997
Skills
Management, Curriculum Design, Public Speaking, Financial Analysis, Sales, Commercial Banking, Program Management, Marketing Strategy, Marketing
Education
Drexel University 1989 — 1994
Master of Business Administration (MBA), Finance, General
Penn State University 1984 — 1988
Bachelor of Science (BS), Finance, General
Brian Ladley's Univest Experience July 2014 - Present
Job Univest
Industry Banking
Experience
Univest July 2014 - Present
First Citizens Bank September 2012 - July 2014
SunTrust Bank October 2007 - August 2012
SunTrust Bank June 2004 - October 2007
CCB August 2001 - June 2004
Skills
STI – Licensed Banker..., Customer Service, Banking, Mortgage Lending, Credit, Consumer Lending, Sales Management, Customer-focused, Risk Management, Networking, Financial Services, Coaching, Sales, Commercial Banking, Commercial Lending, Small Business Lending, Leadership
Education
Elizabethtown College 1993 — 1997
Bachelor of Arts (BA), Communications
Univest July 2014 - Present
First Citizens Bank September 2012 - July 2014
SunTrust Bank October 2007 - August 2012
SunTrust Bank June 2004 - October 2007
CCB August 2001 - June 2004
Skills
STI – Licensed Banker..., Customer Service, Banking, Mortgage Lending, Credit, Consumer Lending, Sales Management, Customer-focused, Risk Management, Networking, Financial Services, Coaching, Sales, Commercial Banking, Commercial Lending, Small Business Lending, Leadership
Education
Elizabethtown College 1993 — 1997
Bachelor of Arts (BA), Communications
Deanne Bryce's Univest Experience 1995 - 1998
Job Leadership Consultant, Coach, Civility & Leadership Programs Coordinator
Industry Human Resources
Experience
The Wallace Centers of Iowa May 2014 - Present
Solar Drive-In January 2009 - September 2013
Schwans August 2006 - January 2009
LeaderStrength Systems, Inc. January 1999 - August 2006
Univest 1995 - 1998
Skills
Performance Management, Executive Coaching, Talent Management, Business Coaching, Personal Coaching, High Potential..., Leadership Development, Coaching, Change Management, Team Building, MBTI, 360 Feedback, Organizational..., Management Development, Training, Executive Development, Leadership, Strategy, Employee Training
Education
New Ventures West 2005 — 2006
PCC, Professional Coaching
Boise State University 1985 — 1987
BA, Education
The Wallace Centers of Iowa May 2014 - Present
Solar Drive-In January 2009 - September 2013
Schwans August 2006 - January 2009
LeaderStrength Systems, Inc. January 1999 - August 2006
Univest 1995 - 1998
Skills
Performance Management, Executive Coaching, Talent Management, Business Coaching, Personal Coaching, High Potential..., Leadership Development, Coaching, Change Management, Team Building, MBTI, 360 Feedback, Organizational..., Management Development, Training, Executive Development, Leadership, Strategy, Employee Training
Education
New Ventures West 2005 — 2006
PCC, Professional Coaching
Boise State University 1985 — 1987
BA, Education
Mark Waddell's Univest Experience October 1987 - December 2001
Job Manager Strategic Revenue Projects at FedEx TechConnect
Industry Transportation/Trucking/Railroad
Experience
FedEx TechConnect December 2010 - Present
FedEx Freight December 2001 - November 2010
Univest October 1987 - December 2001
Arthur Young June 1983 - October 1987
Skills
Member of AICPA
Education
Hendrix College 1977 — 1983
BA, Economics & Business
FedEx TechConnect December 2010 - Present
FedEx Freight December 2001 - November 2010
Univest October 1987 - December 2001
Arthur Young June 1983 - October 1987
Skills
Member of AICPA
Education
Hendrix College 1977 — 1983
BA, Economics & Business
Ryan Dollinger's Univest Experience June 2005 - May 2009
Job Manager, Creative Services at The Profero Group
Industry Pharmaceuticals
Experience
The Profero Group June 2012 - Present
- May 2010 - June 2012
Univest June 2005 - May 2009
Education
Clarion University of Pennsylvania 2000 — 2004
Communication
The Profero Group June 2012 - Present
- May 2010 - June 2012
Univest June 2005 - May 2009
Education
Clarion University of Pennsylvania 2000 — 2004
Communication
Kimberly Krapf's Univest Experience March 2010 - Present
Job Product & Research Manager at Univest Bank & Trust Co
Industry Banking
Experience
Univest March 2010 - Present
Univest March 2005 - March 2010
Univest February 2004 - March 2005
Univest August 2003 - February 2004
Skills
Banking, Consumer Lending, Credit, Retail Banking, Loans, Portfolio Management, Leadership, Financial Services, Management, Customer Service, Retail, Loan Origination, Time Management, Investments, Underwriting, Risk Management, Customer Retention, Investment Advisory, Mutual Funds, Financial Analysis, Wealth Management, Sales Management, Mortgage Lending, Finance, Insurance, Small Business, Relationship Management, Asset Management
Education
King's College 1999 — 2003
Bachelor, Business Administration
Univest March 2010 - Present
Univest March 2005 - March 2010
Univest February 2004 - March 2005
Univest August 2003 - February 2004
Skills
Banking, Consumer Lending, Credit, Retail Banking, Loans, Portfolio Management, Leadership, Financial Services, Management, Customer Service, Retail, Loan Origination, Time Management, Investments, Underwriting, Risk Management, Customer Retention, Investment Advisory, Mutual Funds, Financial Analysis, Wealth Management, Sales Management, Mortgage Lending, Finance, Insurance, Small Business, Relationship Management, Asset Management
Education
King's College 1999 — 2003
Bachelor, Business Administration
Vincent Kaufmann's Univest Experience August 2013 - Present
Job Fostering strong, long lasting relationships, by providing financial advice clients can trust.
Industry Financial Services
Experience
Univest August 2013 - Present
Univest February 2006 - August 2013
Wachovia Bank 2002 - 2006
Education
Pennsylvania Bankers Association - Advanced School of Banking 2009 — 2012
Diploma, Banking, Corporate, Finance, and Securities Law
Gwynedd Mercy University
Liberal Arts and Sciences, General Studies and Humanities
Univest August 2013 - Present
Univest February 2006 - August 2013
Wachovia Bank 2002 - 2006
Education
Pennsylvania Bankers Association - Advanced School of Banking 2009 — 2012
Diploma, Banking, Corporate, Finance, and Securities Law
Gwynedd Mercy University
Liberal Arts and Sciences, General Studies and Humanities
Carmella Faust's Univest Experience 2006 - 2007
Job Senior Vice President and Director of Marketing at Univest Corporation
Industry Financial Services
Experience
Univest Corporation 2009 - Present
Univest Corporation 2007 - June 2009
Univest 2006 - 2007
Univest 2001 - 2006
Univest 1999 - 2001
Univest 1996 - 1999
Univest 1995 - 1996
Limited Express 1994 - 1995
Canadians 1991 - 1994
Apparel Affiliates 1987 - 1991
Skills
Management, CRM, Leadership, Marketing, Sales, Team Building, Market Research, Customer Retention, Recruiting, Coaching, Analysis, Customer Satisfaction, Banking, Retail, Strategic Planning, Marketing Communications, Marketing Strategy, Market Planning, Insurance, Competitive Analysis, Training, New Business Development, Retail Banking, Sales Management, Customer Service, Financial Services, Advertising
Education
Cedar Crest College 1992 — 1998
Bachelor, Human Resources
Univest Corporation 2009 - Present
Univest Corporation 2007 - June 2009
Univest 2006 - 2007
Univest 2001 - 2006
Univest 1999 - 2001
Univest 1996 - 1999
Univest 1995 - 1996
Limited Express 1994 - 1995
Canadians 1991 - 1994
Apparel Affiliates 1987 - 1991
Skills
Management, CRM, Leadership, Marketing, Sales, Team Building, Market Research, Customer Retention, Recruiting, Coaching, Analysis, Customer Satisfaction, Banking, Retail, Strategic Planning, Marketing Communications, Marketing Strategy, Market Planning, Insurance, Competitive Analysis, Training, New Business Development, Retail Banking, Sales Management, Customer Service, Financial Services, Advertising
Education
Cedar Crest College 1992 — 1998
Bachelor, Human Resources
Denise Yannarell's Univest Experience January 2003 - Present
Job Vice President Municipal Banking at Univest
Industry Banking
Experience
Univest January 2003 - Present
UNIVEST CORPORATION OF PENNSYLVANIA 2002 - Present
Univest January 1999 - Present
Univest National Bank & Trust 1999 - Present
univest 2006 - 2009
Univest January 2004 - January 2006
Education
La Salle University 1976 — 1980
Bachlor, Accounting
Univest January 2003 - Present
UNIVEST CORPORATION OF PENNSYLVANIA 2002 - Present
Univest January 1999 - Present
Univest National Bank & Trust 1999 - Present
univest 2006 - 2009
Univest January 2004 - January 2006
Education
La Salle University 1976 — 1980
Bachlor, Accounting
Jim Hattala's Univest Experience April 2015 - Present
Job Sr. Credit Underwriter at Univest
Industry Banking
Experience
Univest April 2015 - Present
First Niagara Bank June 2010 - April 2015
JPMorgan Chase - Chase Home Lending March 2003 - July 2008
Skills
Commercial Lending, Commercial Banking, Credit, Credit Risk, Mortgage Lending, Loans, Credit Analysis, Banking
Education
Binghamton University 1987 — 1991
B.S. - Business Management. Concentration in Finance
Binghamton University - School of Management 1987 — 1991
BS, Business Management - Concentration in Finance
Univest April 2015 - Present
First Niagara Bank June 2010 - April 2015
JPMorgan Chase - Chase Home Lending March 2003 - July 2008
Skills
Commercial Lending, Commercial Banking, Credit, Credit Risk, Mortgage Lending, Loans, Credit Analysis, Banking
Education
Binghamton University 1987 — 1991
B.S. - Business Management. Concentration in Finance
Binghamton University - School of Management 1987 — 1991
BS, Business Management - Concentration in Finance
Judy Brogden's Univest Experience July 1987 - November 1995
Job Assistant Vice President at Machias Savings Bank
Industry Banking
Experience
Machias Savings Bank July 2010 - Present
Camden National Bank April 1998 - July 2010
Commonwealth Bank November 1995 - April 1998
Univest July 1987 - November 1995
Skills
Loans, Risk Management, Public Relations, Credit Analysis, Banking, Credit, Art, Team Building, Commercial Banking, Small Business Lending, Retail Banking, Commercial Lending, Mortgage Lending, Underwriting, Loan Origination, Consumer Lending, Cash Management, Asset Based Lending, Financial Analysis, Lines Of Credit, Credit Cards, Refinance, Customer Service, Strategic Planning, Management, Credit Risk, Mortgage Banking, Portfolio Management
Education
Babson College 2007 — 2008
New England School of Financial Studies, Banking
Arcadia University 1976 — 1980
B.A., Art History
Machias Savings Bank July 2010 - Present
Camden National Bank April 1998 - July 2010
Commonwealth Bank November 1995 - April 1998
Univest July 1987 - November 1995
Skills
Loans, Risk Management, Public Relations, Credit Analysis, Banking, Credit, Art, Team Building, Commercial Banking, Small Business Lending, Retail Banking, Commercial Lending, Mortgage Lending, Underwriting, Loan Origination, Consumer Lending, Cash Management, Asset Based Lending, Financial Analysis, Lines Of Credit, Credit Cards, Refinance, Customer Service, Strategic Planning, Management, Credit Risk, Mortgage Banking, Portfolio Management
Education
Babson College 2007 — 2008
New England School of Financial Studies, Banking
Arcadia University 1976 — 1980
B.A., Art History
Sean Hillegass's Univest Experience June 2008 - October 2010
Job Client Support Specialist, Capital Management Group of New York
Industry Financial Services
Experience
EmblemHealth December 2012 - March 2015
EmblemHealth April 2011 - November 2012
Univest June 2008 - October 2010
Crop Management Strategies Inc. June 2003 - August 2007
Historic Bethlehem Partnership, Inc. January 2007 - May 2007
Skills
Management, Customer Service, Research, History, Databases, Insurance, Commercial Banking, Mortgage Lending, Microsoft Excel, PowerPoint, Process Improvement, Microsoft Office
Education
DeSales University 2004 — 2008
Bachelor of Arts, History
EmblemHealth December 2012 - March 2015
EmblemHealth April 2011 - November 2012
Univest June 2008 - October 2010
Crop Management Strategies Inc. June 2003 - August 2007
Historic Bethlehem Partnership, Inc. January 2007 - May 2007
Skills
Management, Customer Service, Research, History, Databases, Insurance, Commercial Banking, Mortgage Lending, Microsoft Excel, PowerPoint, Process Improvement, Microsoft Office
Education
DeSales University 2004 — 2008
Bachelor of Arts, History
Kevin Feather's Univest Experience November 2006 - June 2007
Job First Officer at Air Wisconsin Airlines
Industry Airlines/Aviation
Experience
Air Wisconsin Airlines May 2011 - Present
Montgomery County Aviation September 2009 - May 2011
Giant Food May 2009 - May 2011
Montgomery County Aviation November 2007 - May 2011
Univest November 2006 - June 2007
Skills
Aircraft, Private Pilot, Customer Service, Technical Writing, Aerospace, Microsoft Office, Analysis, Strategic Planning, Public Speaking, Program Management, Commercial Aviation, Financial Analysis, Leadership Development, Flights, Piloting, Aviation, Airlines, Flight Training
Education
Embry-Riddle Aeronautical University 1999 — 2003
Bachelor's, Aeronautical Science
Air Wisconsin Airlines May 2011 - Present
Montgomery County Aviation September 2009 - May 2011
Giant Food May 2009 - May 2011
Montgomery County Aviation November 2007 - May 2011
Univest November 2006 - June 2007
Skills
Aircraft, Private Pilot, Customer Service, Technical Writing, Aerospace, Microsoft Office, Analysis, Strategic Planning, Public Speaking, Program Management, Commercial Aviation, Financial Analysis, Leadership Development, Flights, Piloting, Aviation, Airlines, Flight Training
Education
Embry-Riddle Aeronautical University 1999 — 2003
Bachelor's, Aeronautical Science
Cheryl Detweiler's Univest Experience October 2012 - Present
Job Director of Consumer Service & Support at Univest
Industry Financial Services
Experience
Univest October 2012 - Present
Fiserv April 2011 - September 2012
Harleysville National Bank June 1996 - April 2010
Harleysville National Bank April 1984 - February 1990
Skills
Banking, Management, Customer Service, Leadership, Retail Banking, Credit, Loans, Risk Management, CRM, Financial Services, Change Management, Call Centers, Call Center, Customer Satisfaction, Team Building, Business Analysis, Telecommunications, Performance Management, Budgets, Underwriting, E-commerce, Sales, Project Management, Sales Management, Strategic Planning, Coaching, Commercial Banking
Education
Bucks County Community College 1981 — 1984
Associates, Banking
Univest October 2012 - Present
Fiserv April 2011 - September 2012
Harleysville National Bank June 1996 - April 2010
Harleysville National Bank April 1984 - February 1990
Skills
Banking, Management, Customer Service, Leadership, Retail Banking, Credit, Loans, Risk Management, CRM, Financial Services, Change Management, Call Centers, Call Center, Customer Satisfaction, Team Building, Business Analysis, Telecommunications, Performance Management, Budgets, Underwriting, E-commerce, Sales, Project Management, Sales Management, Strategic Planning, Coaching, Commercial Banking
Education
Bucks County Community College 1981 — 1984
Associates, Banking
Devin McGinnis's Univest Experience March 2007 - June 2007
Job Supervisor, Customer Care Sales Support at Comcast Spotlight
Industry Telecommunications
Experience
Comcast Spotlight June 2014 - Present
Comcast Spotlight February 2012 - June 2014
Comcast April 2010 - February 2012
vistacom March 2008 - December 2009
CN8 September 2008 - December 2008
Gargoyle Recording Studios September 2006 - December 2007
Univest March 2007 - June 2007
Skills
Customer Service, Troubleshooting, Networking, Microsoft Office, Microsoft Excel, Microsoft Word, Windows, Telecommunications, Integration, Video, Project Management, Analysis, PowerPoint, Management, Marketing, Inventory Management, Wireless, Team Leadership, Routers
Education
Temple University 2005 — 2007
Communications, Broadcast telecommunications
Kutztown University of Pennsylvania 2002 — 2005
Communications, Telecommunications
Comcast Spotlight June 2014 - Present
Comcast Spotlight February 2012 - June 2014
Comcast April 2010 - February 2012
vistacom March 2008 - December 2009
CN8 September 2008 - December 2008
Gargoyle Recording Studios September 2006 - December 2007
Univest March 2007 - June 2007
Skills
Customer Service, Troubleshooting, Networking, Microsoft Office, Microsoft Excel, Microsoft Word, Windows, Telecommunications, Integration, Video, Project Management, Analysis, PowerPoint, Management, Marketing, Inventory Management, Wireless, Team Leadership, Routers
Education
Temple University 2005 — 2007
Communications, Broadcast telecommunications
Kutztown University of Pennsylvania 2002 — 2005
Communications, Telecommunications
Frank Craig's Univest Experience August 2007 - August 2013
Job We provide the tools you need to grow your business.
Industry Retail
Experience
Wendover Corporation August 2013 - Present
Univest August 2007 - August 2013
Allegiance Bank September 2006 - August 2007
Citizens Bank June 2005 - September 2006
Lone Star Steakhouse November 2002 - June 2006
Skills
Leadership, Management, Management Consulting, Sales, Business Development, CRM, Technical Support, Sales Management, Leadership Development, Coaching, Process Improvement, New Business Development, Team Building, Team Leadership, Operations Management, Customer Service, Strategic Planning, Profit Maximization, Project Planning, Business Planning, Start-ups, Retail Banking, Finance, Banking, Analysis, Customer Satisfaction, Training, Staff Development
Education
Embry-Riddle Aeronautical University 2001 — 2005
Bachelors of Science, Professional Aeronautics
Embry-Riddle Aeronautical University 2001 — 2005
Associate's Degree, Aviation/Airway Management and Operations
Business Development University
Business Development and Leadership
Mosiac Sales Training 2012 — 2012
Certificate, Sales Management
Front-Line Leadership 2009 — 2009
Completion, Organizational Leadership
Wendover Corporation August 2013 - Present
Univest August 2007 - August 2013
Allegiance Bank September 2006 - August 2007
Citizens Bank June 2005 - September 2006
Lone Star Steakhouse November 2002 - June 2006
Skills
Leadership, Management, Management Consulting, Sales, Business Development, CRM, Technical Support, Sales Management, Leadership Development, Coaching, Process Improvement, New Business Development, Team Building, Team Leadership, Operations Management, Customer Service, Strategic Planning, Profit Maximization, Project Planning, Business Planning, Start-ups, Retail Banking, Finance, Banking, Analysis, Customer Satisfaction, Training, Staff Development
Education
Embry-Riddle Aeronautical University 2001 — 2005
Bachelors of Science, Professional Aeronautics
Embry-Riddle Aeronautical University 2001 — 2005
Associate's Degree, Aviation/Airway Management and Operations
Business Development University
Business Development and Leadership
Mosiac Sales Training 2012 — 2012
Certificate, Sales Management
Front-Line Leadership 2009 — 2009
Completion, Organizational Leadership
Rebecca Vanko's Univest Experience 1990 - 1993
Job Commercial Audit Director, SVP at Associated Bank
Industry Banking
Experience
Associated Bank December 2012 - Present
Bank of Kenosha 2007 - December 2012
Bridger Commercial Funding 2006 - 2007
GMACCM aka Capmark 2000 - 2005
Univest 1990 - 1993
Education
Baylor University 1976 — 1980
Bachelor's Business Administration, Finance - Accounting (additional 33 hours masters Accounting @ Unv Tx @ Dallas)
Associated Bank December 2012 - Present
Bank of Kenosha 2007 - December 2012
Bridger Commercial Funding 2006 - 2007
GMACCM aka Capmark 2000 - 2005
Univest 1990 - 1993
Education
Baylor University 1976 — 1980
Bachelor's Business Administration, Finance - Accounting (additional 33 hours masters Accounting @ Unv Tx @ Dallas)
Noelle Stewart, Psy.D.'s Univest Experience June 2001 - Present
Job Psychology Associates of Chester County
Industry Financial Services
Experience
Psychology Associates of Chester County, Inc. June 2012 - Present
Devereux Foundation April 2011 - Present
Univest June 2001 - Present
Drexel University June 2008 - July 2010
Holcomb Behavioral Health Systems January 2007 - December 2007
Life Counseling & Rehab After School/Work May 2006 - January 2007
State Farm Insurance May 1998 - June 2001
Skills
Family Therapy, Psychotherapy, Psychology, Group Therapy, Adults, CBT, Healthcare, Mental Health, Public Speaking, Psychological Assessment, Community Outreach, Career Counseling, Case Managment, Social Services, Non-profits
Education
Immaculata University 2002 — 2010
Psy.D., Doctor of Clinical Psychology
West Chester University of Pennsylvania 1993 — 1997
B.A., Psychology
Coatesville Area Senior High School 1989 — 1993
H.S. Diploma, General
Psychology Associates of Chester County, Inc. June 2012 - Present
Devereux Foundation April 2011 - Present
Univest June 2001 - Present
Drexel University June 2008 - July 2010
Holcomb Behavioral Health Systems January 2007 - December 2007
Life Counseling & Rehab After School/Work May 2006 - January 2007
State Farm Insurance May 1998 - June 2001
Skills
Family Therapy, Psychotherapy, Psychology, Group Therapy, Adults, CBT, Healthcare, Mental Health, Public Speaking, Psychological Assessment, Community Outreach, Career Counseling, Case Managment, Social Services, Non-profits
Education
Immaculata University 2002 — 2010
Psy.D., Doctor of Clinical Psychology
West Chester University of Pennsylvania 1993 — 1997
B.A., Psychology
Coatesville Area Senior High School 1989 — 1993
H.S. Diploma, General
Worthington Annette's Univest Experience August 2009 - Present
Job
Industry Dairy
Experience
Univest August 2009 - Present
Agway March 1991 - July 2009
Skills
Microsoft Office, Microsoft Excel, Customer Service, PowerPoint, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, Negotiation, Editing, C++, C, Java, English
Education
Delaware Valley College 1987 — 1991
Bachelor of Science (BS), Large Animal/Food Animal and Equine Surgery and Medicine
Villa Joseph Marie HS 1983 — 1987
High School Diploma, Academic
Univest August 2009 - Present
Agway March 1991 - July 2009
Skills
Microsoft Office, Microsoft Excel, Customer Service, PowerPoint, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, Negotiation, Editing, C++, C, Java, English
Education
Delaware Valley College 1987 — 1991
Bachelor of Science (BS), Large Animal/Food Animal and Equine Surgery and Medicine
Villa Joseph Marie HS 1983 — 1987
High School Diploma, Academic
Annette Knibbs's Univest Experience
Job Operations Officer at Univest
Industry Financial Services
Experience
Univest
Skills
Banking, Mutual Funds, Wealth Management, Securities, Risk Management, Portfolio Management, Insurance, Investments, Financial Services, Asset Management, Financial Analysis, Financial Risk, Relationship Management, Retail Banking, Mortgage Lending, Finance
Education
DeSales University 1990 — 1995
Bachelor's degree, Business Administration and Management, General
Univest
Skills
Banking, Mutual Funds, Wealth Management, Securities, Risk Management, Portfolio Management, Insurance, Investments, Financial Services, Asset Management, Financial Analysis, Financial Risk, Relationship Management, Retail Banking, Mortgage Lending, Finance
Education
DeSales University 1990 — 1995
Bachelor's degree, Business Administration and Management, General
Barry Stoltzfus's Univest Experience May 1983 - Present
Job Executive Vice President at Univest
Industry Financial Services
Experience
Univest May 1983 - Present
Skills
Wealth Management, Investments, Portfolio Management, Retirement, Asset Managment, Mutual Funds, Banking, Investment Advisory, Strategic Financial..., Investment Management
Education
Goshen College 1980 — 1983
Bachelor of Arts (B.A.), Business
Univest May 1983 - Present
Skills
Wealth Management, Investments, Portfolio Management, Retirement, Asset Managment, Mutual Funds, Banking, Investment Advisory, Strategic Financial..., Investment Management
Education
Goshen College 1980 — 1983
Bachelor of Arts (B.A.), Business
Dylan Steeb's Univest Experience September 2006 - April 2011
Job Network Administrator at Selas Fluid Processing Corp
Industry Oil & Energy
Experience
Selas Fluid Processing Corp/Linde Engineering North America April 2011 - Present
Univest September 2006 - April 2011
Informant Technologies July 2002 - September 2006
Skills
Cisco IOS, VMware, Disaster Recovery, Windows Server, Project Management, Lotus Notes
Education
Kutztown University of Pennsylvania
Selas Fluid Processing Corp/Linde Engineering North America April 2011 - Present
Univest September 2006 - April 2011
Informant Technologies July 2002 - September 2006
Skills
Cisco IOS, VMware, Disaster Recovery, Windows Server, Project Management, Lotus Notes
Education
Kutztown University of Pennsylvania
Stacie Morena's Univest Experience December 1995 - March 2007
Job Vice President, Philanthropic Officer at US Trust
Industry Financial Services
Experience
Merrill Lynch March 2007 - Present
Univest December 1995 - March 2007
Skills
Series 7, Credit, Loans, Retirement Planning
Education
Arcadia University 1991 — 1994
Bachelor of Fine Arts (BFA), Photography
Merrill Lynch March 2007 - Present
Univest December 1995 - March 2007
Skills
Series 7, Credit, Loans, Retirement Planning
Education
Arcadia University 1991 — 1994
Bachelor of Fine Arts (BFA), Photography
Sheil Souders's Univest Experience August 2005 - Present
Job Assitant Branch Manager at Univest
Industry Financial Services
Experience
Univest August 2005 - Present
Apex Credit Union October 2004 - August 2005
Harleysville National Bank December 1999 - October 2004
Skills
Microsoft Excel, Microsoft Word, Customer Service, English, Windows, Research, Outlook, Teaching, Public Speaking, HTML, Strategic Planning, Budgets, Negotiation, C++, C, Java
Education
Delaware County Community College 1986 — 1987
Retail Management
Ridley Senior High School 1974 — 1977
Business, Management, Marketing, and Related Support Services
Univest August 2005 - Present
Apex Credit Union October 2004 - August 2005
Harleysville National Bank December 1999 - October 2004
Skills
Microsoft Excel, Microsoft Word, Customer Service, English, Windows, Research, Outlook, Teaching, Public Speaking, HTML, Strategic Planning, Budgets, Negotiation, C++, C, Java
Education
Delaware County Community College 1986 — 1987
Retail Management
Ridley Senior High School 1974 — 1977
Business, Management, Marketing, and Related Support Services
Kevin Brandstetter's Univest Experience July 2015 - Present
Job Area Production Manager at Univest
Industry
Experience
Univest July 2015 - Present
HomeBridge Financial Services, Inc. October 2013 - July 2015
Wells Fargo Home Mortgage October 2008 - October 2013
GMAC Mortgage December 1985 - October 2008
Skills
Loans, Sales Management, Operations Management, Mortgage Lending, Mortgage Banking, USDA, Management, FHA financing, Banking, FHA, Loan Origination, Refinance, VA loans, FHA Financing, VA Loans, Consumer Lending, Credit, Residential Mortgages
Education
Kutztown University of Pennsylvania 1979 — 1984
Bachelor of Business Administration (BBA), Marketing/Marketing Management, General
Univest July 2015 - Present
HomeBridge Financial Services, Inc. October 2013 - July 2015
Wells Fargo Home Mortgage October 2008 - October 2013
GMAC Mortgage December 1985 - October 2008
Skills
Loans, Sales Management, Operations Management, Mortgage Lending, Mortgage Banking, USDA, Management, FHA financing, Banking, FHA, Loan Origination, Refinance, VA loans, FHA Financing, VA Loans, Consumer Lending, Credit, Residential Mortgages
Education
Kutztown University of Pennsylvania 1979 — 1984
Bachelor of Business Administration (BBA), Marketing/Marketing Management, General
Jeff Southworth's Univest Experience Vice President, Commercial LendingWilmington Trust/M&T Bank2003 - 2013
Job Senior Vice President, Team Leader at Univest
Industry Financial Services
Experience
Univest Vice President, Commercial LendingWilmington Trust/M&T Bank2003 - 2013
Education
Bucknell School of Commercial Lending
Grove City College
Bachelor of Science
Univest Vice President, Commercial LendingWilmington Trust/M&T Bank2003 - 2013
Education
Bucknell School of Commercial Lending
Grove City College
Bachelor of Science
Cindy Ryan's Univest Experience November 2006 - Present
Job Collateral Control Supervisor at Univest
Industry Financial Services
Experience
Univest November 2006 - Present
Citizens Bank June 1980 - January 2006
Skills
Customer Service, Nonprofits, Event Planning, Management, Youth Ministry, Christian Leadership, Collateral Management, Commercial Banking, Sales, Loans, Public Speaking, Banking, Microsoft Office, Team Building, Fundraising, Community Outreach
Education
Indiana University of Pennsylvania 1978 — 1980
Bachelor's degree, Criminology
Montgomery County Community College 1976 — 1978
Associates Degree, Criminal Justice/Police Science
Univest November 2006 - Present
Citizens Bank June 1980 - January 2006
Skills
Customer Service, Nonprofits, Event Planning, Management, Youth Ministry, Christian Leadership, Collateral Management, Commercial Banking, Sales, Loans, Public Speaking, Banking, Microsoft Office, Team Building, Fundraising, Community Outreach
Education
Indiana University of Pennsylvania 1978 — 1980
Bachelor's degree, Criminology
Montgomery County Community College 1976 — 1978
Associates Degree, Criminal Justice/Police Science