Univest Company
Univest List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Univest. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Univest Salaries. You can even request information on how much does Univest pay if you want to. Learn about salaries, pros and cons of working for Univest directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
253 Univest employees in database. Find out everything there's to know about Univest employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Univest Employees
Employee
Years
Job
Industry
Trevor Harrison Trevor Harrison's Univest Experience January 2003 - February 2015
Job VP Commercial Lender at Eagle National Bank
Industry Financial Services
Experience
Eagle National Bank February 2015 - Present
Univest January 2003 - February 2015
Univest October 1997 - January 2003
Skills
Commercial Lending, Loans, Commercial Mortgages, Loan Origination, Commercial Banking, Small Business Lending, Small Business, Credit, Underwriting, Consumer Lending, FHA, Mortgage Lending, Credit Analysis, Lines Of Credit, Real Estate Economics, Banking, Financial Analysis, Finance, Portfolio Management, Sales
Education
PBA Advanced School of Commercial Lending 2006 — 2006
Provides students with a broad-based understanding of their role as commercial lenders., Commercial Lending
PBA Advanced School of Banking 2002 — 2004
3 year program providing extensive knowledge of mutiple banking disciplines, Banking and Financial Support Services
Penn State University 1988 — 1993
Bachelor of Science (B.S.), Labor and Industrial Relations
Polk Community College
Eagle National Bank February 2015 - Present
Univest January 2003 - February 2015
Univest October 1997 - January 2003
Skills
Commercial Lending, Loans, Commercial Mortgages, Loan Origination, Commercial Banking, Small Business Lending, Small Business, Credit, Underwriting, Consumer Lending, FHA, Mortgage Lending, Credit Analysis, Lines Of Credit, Real Estate Economics, Banking, Financial Analysis, Finance, Portfolio Management, Sales
Education
PBA Advanced School of Commercial Lending 2006 — 2006
Provides students with a broad-based understanding of their role as commercial lenders., Commercial Lending
PBA Advanced School of Banking 2002 — 2004
3 year program providing extensive knowledge of mutiple banking disciplines, Banking and Financial Support Services
Penn State University 1988 — 1993
Bachelor of Science (B.S.), Labor and Industrial Relations
Polk Community College
Anne Owens Lindsay Anne Owens Lindsay's Univest Experience 1995 - 2000
Job CEO at Lindsay Enterprises Heating, Cooling & Refrigeration
Industry Executive Office
Experience
Lindsay Enterprises November 2012 - Present
Lindsay Enterprises. Heating, Cooling & Refrigeration October 2012 - Present
Pirogue Lounge January 2010 - December 2012
St.Francis Medical Center August 2005 - December 2009
Monroe Office Equipment 2008 - 2009
Canon USA January 2001 - December 2004
Univest 1995 - 2000
Skills
Management, Leadership, Project Planning, Team Building, Customer Service, Marketing, Customer Satisfaction, Software Documentation, Contract Negotiation, New Business Development, Sales Management, Business Planning, Account Management, Direct Sales, Team Leadership, Marketing Strategy, Recruiting, Strategic Planning, Human Resources, B2B, Negotiation, Operations Management, Small Business, Purchasing, Market Research, Advertising, Business Development, Entrepreneurship, Leadership Development, Organizational..., Business Strategy, Customer Retention, Creative Problem Solving, Business Process..., Industrial Safety, Research, Proposal Writing, Corporate Communications, Organizational..., Analysis, Online Marketing, Sales Operations, Sales, Public Speaking, Microsoft Office, Budgets, Public Relations, Social Media
Education
Montgomery County Community College 2004 — 2005
AAS, Medical/Clinical Assistant
Montgomery County Community College 1990 — 1992
Associate of Arts and Sciences (AAS), Environmental Engineering Technology/Environmental Technology
Lansdale Catholic 1986 — 1988
High School, Latin Language and Literature
Lindsay Enterprises November 2012 - Present
Lindsay Enterprises. Heating, Cooling & Refrigeration October 2012 - Present
Pirogue Lounge January 2010 - December 2012
St.Francis Medical Center August 2005 - December 2009
Monroe Office Equipment 2008 - 2009
Canon USA January 2001 - December 2004
Univest 1995 - 2000
Skills
Management, Leadership, Project Planning, Team Building, Customer Service, Marketing, Customer Satisfaction, Software Documentation, Contract Negotiation, New Business Development, Sales Management, Business Planning, Account Management, Direct Sales, Team Leadership, Marketing Strategy, Recruiting, Strategic Planning, Human Resources, B2B, Negotiation, Operations Management, Small Business, Purchasing, Market Research, Advertising, Business Development, Entrepreneurship, Leadership Development, Organizational..., Business Strategy, Customer Retention, Creative Problem Solving, Business Process..., Industrial Safety, Research, Proposal Writing, Corporate Communications, Organizational..., Analysis, Online Marketing, Sales Operations, Sales, Public Speaking, Microsoft Office, Budgets, Public Relations, Social Media
Education
Montgomery County Community College 2004 — 2005
AAS, Medical/Clinical Assistant
Montgomery County Community College 1990 — 1992
Associate of Arts and Sciences (AAS), Environmental Engineering Technology/Environmental Technology
Lansdale Catholic 1986 — 1988
High School, Latin Language and Literature
Ekaterina Likhterova Ekaterina Likhterova's Univest Experience February 2013 - July 2014
Job Senior Client Manager at Arthur J Gallagher
Industry Insurance
Experience
Arthur J. Gallagher & Co. July 2014 - Present
Univest February 2013 - July 2014
Emerson, Reid, & Co. August 2010 - February 2013
Fiserv May 2009 - August 2009
ITSSD- Institute for Trade, Standards, and Sustainable Development, Inc. January 2009 - May 2009
Skills
Insurance, Customer Relations, Customer Service, Health Insurance, PowerPoint, Employee Benefits, Brokers, Sales, Management, New Business Development, Access, Underwriting, Life Insurance, COBRA, Health Savings Accounts, Benefits Administration
Education
Temple University - Fox School of Business and Management 2005 — 2010
Bachelors of Business Administration, Risk Management and Insurance concentration in Healthcare Management
Portage Northern High School
Arthur J. Gallagher & Co. July 2014 - Present
Univest February 2013 - July 2014
Emerson, Reid, & Co. August 2010 - February 2013
Fiserv May 2009 - August 2009
ITSSD- Institute for Trade, Standards, and Sustainable Development, Inc. January 2009 - May 2009
Skills
Insurance, Customer Relations, Customer Service, Health Insurance, PowerPoint, Employee Benefits, Brokers, Sales, Management, New Business Development, Access, Underwriting, Life Insurance, COBRA, Health Savings Accounts, Benefits Administration
Education
Temple University - Fox School of Business and Management 2005 — 2010
Bachelors of Business Administration, Risk Management and Insurance concentration in Healthcare Management
Portage Northern High School
Pradeep Kohli Pradeep Kohli's Univest Experience October 2011 - Present
Job Branch Manager at Univest Bank
Industry Financial Services
Experience
Univest October 2011 - Present
Citizens Bank November 2008 - October 2011
Loehmann's March 2006 - April 2008
TJ Maxx July 2003 - January 2006
DSW Shoes January 1998 - July 2003
Skills
Insurance, Branch Banking, Customer Retention, Retail Banking, Customer Service, Budgets, Cross Selling, Risk Management, Finance, Sales, Relationship Management, Branch Management, Lines Of Credit, Underwriting, Customer Satisfaction, Credit Analysis, Residential Mortgages, Wealth Management, Commercial Mortgages, Loans, Banking, Management, Credit, Consumer Lending, Small Business, Financial Services, Leadership, Loan Origination
Education
SUNY Stony Brook
Business Admn
Univest October 2011 - Present
Citizens Bank November 2008 - October 2011
Loehmann's March 2006 - April 2008
TJ Maxx July 2003 - January 2006
DSW Shoes January 1998 - July 2003
Skills
Insurance, Branch Banking, Customer Retention, Retail Banking, Customer Service, Budgets, Cross Selling, Risk Management, Finance, Sales, Relationship Management, Branch Management, Lines Of Credit, Underwriting, Customer Satisfaction, Credit Analysis, Residential Mortgages, Wealth Management, Commercial Mortgages, Loans, Banking, Management, Credit, Consumer Lending, Small Business, Financial Services, Leadership, Loan Origination
Education
SUNY Stony Brook
Business Admn
Kate Swartley Kate Swartley's Univest Experience May 2013 - May 2014
Job Benefits Account Administrator
Industry Human Resources
Experience
National Penn Ins May 2014 - Present
19 Bella September 2011 - Present
Covenant Properties May 2011 - Present
Univest May 2013 - May 2014
Southeastern Pennsylvania Transportation Authority August 2013 - December 2013
Franconia Heritage Family Restaurant January 2012 - June 2012
Ruby Tuesday August 2009 - September 2011
A and N Family Diner August 2008 - August 2010
Education
Temple University 2011 — 2014
Undergrad, Human Resources, Insurance, GPA: 3.57
Shippensburg University of Pennsylvania 2009 — 2011
N/A, Human Resources
Christopher Dock Mennonite High School 2005 — 2009
Highschool Graduate
National Penn Ins May 2014 - Present
19 Bella September 2011 - Present
Covenant Properties May 2011 - Present
Univest May 2013 - May 2014
Southeastern Pennsylvania Transportation Authority August 2013 - December 2013
Franconia Heritage Family Restaurant January 2012 - June 2012
Ruby Tuesday August 2009 - September 2011
A and N Family Diner August 2008 - August 2010
Education
Temple University 2011 — 2014
Undergrad, Human Resources, Insurance, GPA: 3.57
Shippensburg University of Pennsylvania 2009 — 2011
N/A, Human Resources
Christopher Dock Mennonite High School 2005 — 2009
Highschool Graduate
Leah Bradshaw Leah Bradshaw's Univest Experience 2011 - Present
Job Portfolio Manager at Univest
Industry Financial Services
Experience
Univest 2011 - Present
Univest 2008 - 2011
Skills
Loans, Commercial Lending, Portfolio Management, Commercial Banking, Banking, Credit Analysis
Education
Messiah College 2006 — 2008
Bachelor of Science (B.S.), Economics
Univest 2011 - Present
Univest 2008 - 2011
Skills
Loans, Commercial Lending, Portfolio Management, Commercial Banking, Banking, Credit Analysis
Education
Messiah College 2006 — 2008
Bachelor of Science (B.S.), Economics
Michael Cleighton Michael Cleighton's Univest Experience August 2014 - May 2015
Job Auto Claims Adjuster
Industry Financial Services
Experience
Allstate May 2015 - Present
Univest August 2014 - May 2015
Giant August 2006 - August 2014
Giant August 2006 - August 2014
Wawa, Inc. May 2013 - July 2014
Skills
Microsoft Word, Microsoft Excel, Customer Service, Sales, Teamwork, PowerPoint, Highly Dedicated, Strongly self-motivated, Efficent, Organizational Behavior, Leadership
Education
Temple University - Fox School of Business and Management 2011 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General
Allstate May 2015 - Present
Univest August 2014 - May 2015
Giant August 2006 - August 2014
Giant August 2006 - August 2014
Wawa, Inc. May 2013 - July 2014
Skills
Microsoft Word, Microsoft Excel, Customer Service, Sales, Teamwork, PowerPoint, Highly Dedicated, Strongly self-motivated, Efficent, Organizational Behavior, Leadership
Education
Temple University - Fox School of Business and Management 2011 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General
Dan Harney Dan Harney's Univest Experience October 2003 - April 2015
Job Worship Leader, Youth Worker, Singer/Songwriter
Industry Religious Institutions
Experience
Faith at Sellersville April 2015 - Present
Upper Perkiomen Community Church September 2009 - April 2015
Univest October 2003 - April 2015
Skills
Worship Leading, Guitar, Songwriting, Vocals, Retail Banking, Loan Origination, Loans, Consumer Lending, Young Adult Ministry, Music, Customer Service, Community Outreach, Youth Ministry, Social Networking, Leadership, Fundraising, Sales, Small Business, Church Events, Music Production, Leadership Development, Singing, Theology, Discipleship, Pastoral Care, Religion, Pastoral Counseling, Youth Mentoring, Event Planning, Nonprofits, Biblical Studies, Preaching, Public Speaking, Songs, Teaching, Worship Music, Music Ministry
Education
Cairn University 2009 — 2013
Bachelor of Science, Bible
Baptist Bible College and Seminary 1997 — 1999
Bible/Biblical Studies
Maranatha Baptist Bible College 1996 — 1997
Bible/Biblical Studies
Faith at Sellersville April 2015 - Present
Upper Perkiomen Community Church September 2009 - April 2015
Univest October 2003 - April 2015
Skills
Worship Leading, Guitar, Songwriting, Vocals, Retail Banking, Loan Origination, Loans, Consumer Lending, Young Adult Ministry, Music, Customer Service, Community Outreach, Youth Ministry, Social Networking, Leadership, Fundraising, Sales, Small Business, Church Events, Music Production, Leadership Development, Singing, Theology, Discipleship, Pastoral Care, Religion, Pastoral Counseling, Youth Mentoring, Event Planning, Nonprofits, Biblical Studies, Preaching, Public Speaking, Songs, Teaching, Worship Music, Music Ministry
Education
Cairn University 2009 — 2013
Bachelor of Science, Bible
Baptist Bible College and Seminary 1997 — 1999
Bible/Biblical Studies
Maranatha Baptist Bible College 1996 — 1997
Bible/Biblical Studies
Richard Gebelein, MBA Richard Gebelein, MBA's Univest Experience December 2013 - Present
Job Trust Compliance & Client Services Officer at Univest
Industry Financial Services
Experience
Univest December 2013 - Present
Univest October 2008 - December 2013
Associated Bank June 2006 - August 2008
Skills
Banking, Analysis, Finance, Customer Service, Management, Data Analysis, Financial Services, Time Management, Critical Thinking, Creative Problem Solving, Risk Management, Project Management, Process Improvement, Challenge Driven, Interpersonal Leadership, Microsoft Office, Team Building, Compliance Management, Cost Reduction..., Product Lifecycle..., Project Planning, Sales Presentations, Financial Reporting, Operational Due..., Needs Based Analysis, Multi Tasking
Education
Keller Graduate School of Management 2008 — 2011
MBA, Project Management, 4.0
Lycoming College 2000 — 2004
Bachelor of Arts (B.A.), Philosophy, 3.2
Lycoming College 2000 — 2004
Bachelor of Arts (B.A.), Psychology, 3.2
Univest December 2013 - Present
Univest October 2008 - December 2013
Associated Bank June 2006 - August 2008
Skills
Banking, Analysis, Finance, Customer Service, Management, Data Analysis, Financial Services, Time Management, Critical Thinking, Creative Problem Solving, Risk Management, Project Management, Process Improvement, Challenge Driven, Interpersonal Leadership, Microsoft Office, Team Building, Compliance Management, Cost Reduction..., Product Lifecycle..., Project Planning, Sales Presentations, Financial Reporting, Operational Due..., Needs Based Analysis, Multi Tasking
Education
Keller Graduate School of Management 2008 — 2011
MBA, Project Management, 4.0
Lycoming College 2000 — 2004
Bachelor of Arts (B.A.), Philosophy, 3.2
Lycoming College 2000 — 2004
Bachelor of Arts (B.A.), Psychology, 3.2
Owen Kehler Owen Kehler's Univest Experience March 2014 - November 2014
Job Bank Teller at Univest
Industry Higher Education
Experience
Univest March 2014 - November 2014
Lock Haven University August 2013 - December 2013
Lock Haven University August 2011 - December 2013
Pindler & Pindler, Inc. July 2013 - July 2013
444 Lofts May 2012 - August 2012
California Tortilla May 2011 - August 2011
Steak and Hoagie Factory May 2007 - August 2010
Skills
Leadership, Team Building, Business Ethics, Restaurant Management, Sales, Food Service, Restaurants, Management, Customer Service, Social Networking, Social Media, Teamwork
Education
Lock Haven University of Pennsylvania 2009 — 2013
Business Administration; Management
Central Bucks High School 2005 — 2009
General Studies
Univest March 2014 - November 2014
Lock Haven University August 2013 - December 2013
Lock Haven University August 2011 - December 2013
Pindler & Pindler, Inc. July 2013 - July 2013
444 Lofts May 2012 - August 2012
California Tortilla May 2011 - August 2011
Steak and Hoagie Factory May 2007 - August 2010
Skills
Leadership, Team Building, Business Ethics, Restaurant Management, Sales, Food Service, Restaurants, Management, Customer Service, Social Networking, Social Media, Teamwork
Education
Lock Haven University of Pennsylvania 2009 — 2013
Business Administration; Management
Central Bucks High School 2005 — 2009
General Studies
Sara Culver Sara Culver's Univest Experience August 2001 - August 2002
Job Associate Director, Integrated Digital Strategy at Eisai
Industry Pharmaceuticals
Experience
Eisai December 2013 - Present
Eisai March 2012 - December 2013
Eisai May 2008 - March 2012
Accenture August 2002 - May 2008
Univest August 2001 - August 2002
Skills
Strategy, Vendor Management, Pharmaceutical Sales, Business Analysis, Process Improvement, Project Management, CRM, SDLC, Pharmaceutical Industry, Project Planning, Training, Change Management, IT Strategy, Analytics, Leadership, Digital Marketing, Cross-functional Team..., Business Process..., Analysis, Data Warehousing, Business Strategy, Product Launch, Marketing, Business Intelligence, Budgets, Business Process, Oncology, Competitive Analysis
Education
Penn State University 1997 — 2001
Bachelor of Science (BS), Finance, General
Eisai December 2013 - Present
Eisai March 2012 - December 2013
Eisai May 2008 - March 2012
Accenture August 2002 - May 2008
Univest August 2001 - August 2002
Skills
Strategy, Vendor Management, Pharmaceutical Sales, Business Analysis, Process Improvement, Project Management, CRM, SDLC, Pharmaceutical Industry, Project Planning, Training, Change Management, IT Strategy, Analytics, Leadership, Digital Marketing, Cross-functional Team..., Business Process..., Analysis, Data Warehousing, Business Strategy, Product Launch, Marketing, Business Intelligence, Budgets, Business Process, Oncology, Competitive Analysis
Education
Penn State University 1997 — 2001
Bachelor of Science (BS), Finance, General
Jessica Kern Jessica Kern's Univest Experience May 2012 - August 2012
Job CoOwner of Louie's Bakery
Industry Public Relations and Communications
Experience
Louie's Bakery September 2015 - Present
Kemp Harvest Financial Group January 2015 - June 2015
McKonly & Asbury, LLP July 2014 - December 2014
The JDK Group February 2014 - May 2014
Messiah College Office of Public Relations September 2013 - December 2013
Messiah College Department of Communication September 2012 - May 2013
Univest May 2012 - August 2012
Skills
Public Relations, Writing, Event Planning, Public Speaking, Newsletters, International Relations, Press Releases, Social Media, Feature Articles, Media Relations, Facebook, Microsoft Office, Marketing, Social Media Marketing, PowerPoint
Education
Messiah College 2011 — 2014
Bachelor of Arts (BA), Public Relations Major, Business Administration Minor
Louie's Bakery September 2015 - Present
Kemp Harvest Financial Group January 2015 - June 2015
McKonly & Asbury, LLP July 2014 - December 2014
The JDK Group February 2014 - May 2014
Messiah College Office of Public Relations September 2013 - December 2013
Messiah College Department of Communication September 2012 - May 2013
Univest May 2012 - August 2012
Skills
Public Relations, Writing, Event Planning, Public Speaking, Newsletters, International Relations, Press Releases, Social Media, Feature Articles, Media Relations, Facebook, Microsoft Office, Marketing, Social Media Marketing, PowerPoint
Education
Messiah College 2011 — 2014
Bachelor of Arts (BA), Public Relations Major, Business Administration Minor
Mitchell Chadrow Mitchell Chadrow's Univest Experience January 2004 - August 2007
Job Legal, Bank & Fiduciary Professional.
Industry Legal Services
Experience
Morgan Stanley May 2012 - Present
BNY Mellon September 2007 - May 2009
Univest January 2004 - August 2007
HUB (now TD) April 2002 - January 2003
CCMG August 2001 - April 2002
HNB January 1997 - August 2001
Skills
Estate Planning, Trusts, Wealth Management, Management, Investment Advisory, Mergers, Financial Services, Finance, High Net Worth..., Investment Management, Mergers & Acquisitions, Investments, Banking, Financial Advisory, Wealth, Risk Management, Asset Management, Securities
Education
Villanova University School of Law 1994 — 1995
LL.M, Taxation
Thomas M. Cooley Law School 1990 — 1994
JD, Law
Temple University 1986 — 1990
BBA, Business
George Washington 1982 — 1986
Academic, High School Honors Program
Morgan Stanley May 2012 - Present
BNY Mellon September 2007 - May 2009
Univest January 2004 - August 2007
HUB (now TD) April 2002 - January 2003
CCMG August 2001 - April 2002
HNB January 1997 - August 2001
Skills
Estate Planning, Trusts, Wealth Management, Management, Investment Advisory, Mergers, Financial Services, Finance, High Net Worth..., Investment Management, Mergers & Acquisitions, Investments, Banking, Financial Advisory, Wealth, Risk Management, Asset Management, Securities
Education
Villanova University School of Law 1994 — 1995
LL.M, Taxation
Thomas M. Cooley Law School 1990 — 1994
JD, Law
Temple University 1986 — 1990
BBA, Business
George Washington 1982 — 1986
Academic, High School Honors Program
David DeAngelis David DeAngelis's Univest Experience July 1989 - December 2000
Job Project Manager at Merck & Co., Inc.
Industry Pharmaceuticals
Experience
Merck & Co., Inc. January 2001 - Present
Univest July 1989 - December 2000
Skills
Strategy, Pharmaceutical Industry, Sales Operations, Retail, Cross-functional Team..., Project Management, Team Leadership, Data Analysis, Analytics, Process Improvement, Business Strategy, Market Research, Coaching, Team Building, Change Management, Microsoft Excel, Business Analysis
Education
Shippensburg University of Pennsylvania 1986 — 1989
BSBA, Finance, General
Souderton Area High School 1978 — 1980
Merck & Co., Inc. January 2001 - Present
Univest July 1989 - December 2000
Skills
Strategy, Pharmaceutical Industry, Sales Operations, Retail, Cross-functional Team..., Project Management, Team Leadership, Data Analysis, Analytics, Process Improvement, Business Strategy, Market Research, Coaching, Team Building, Change Management, Microsoft Excel, Business Analysis
Education
Shippensburg University of Pennsylvania 1986 — 1989
BSBA, Finance, General
Souderton Area High School 1978 — 1980
Steve Wimmer Steve Wimmer's Univest Experience October 2009 - June 2011
Job Senior Underwriter of Trade Credit & Political Risk Insurance at FCIA Management Company, Inc.
Industry Insurance
Experience
FCIA Management Company, Inc. June 2012 - Present
Protiviti July 2011 - June 2012
Univest October 2009 - June 2011
UBS Investment Bank August 2008 - August 2009
Skills
Credit Risk, Financial Analysis, Trade Credit Insurance, Process Improvement, Project Management, Financial Statement..., Risk Management, Credit, Finance, Loans, Portfolio Management, Financial Modeling, Investments, Compliance, Internal Audit
Education
University of Pittsburgh 2004 — 2008
Bachelor of Science (BS), Finance, Economics
FCIA Management Company, Inc. June 2012 - Present
Protiviti July 2011 - June 2012
Univest October 2009 - June 2011
UBS Investment Bank August 2008 - August 2009
Skills
Credit Risk, Financial Analysis, Trade Credit Insurance, Process Improvement, Project Management, Financial Statement..., Risk Management, Credit, Finance, Loans, Portfolio Management, Financial Modeling, Investments, Compliance, Internal Audit
Education
University of Pittsburgh 2004 — 2008
Bachelor of Science (BS), Finance, Economics
Sean Rodgers's Univest Experience November 2014 - Present
Job We work with Middle Market Business which require risk & claim services in conjunction with a competitive price
Industry Insurance
Experience
Univest November 2014 - Present
Farrell Insurance Associates, Inc. February 2012 - November 2014
Allstate January 2006 - February 2012
Rose Tree Inn 2008 - December 2011
APJ Construction 2004 - 2008
Skills
Customer Service, Insurance, Customer Satisfaction, Sales Management, Insurance Claims, Sales, Direct Sales, Customer Retention, Inside Sales, Claims Management, Insurance Planning
Education
North Bennet Street School 2005 — 2007
Construction Management
Univest November 2014 - Present
Farrell Insurance Associates, Inc. February 2012 - November 2014
Allstate January 2006 - February 2012
Rose Tree Inn 2008 - December 2011
APJ Construction 2004 - 2008
Skills
Customer Service, Insurance, Customer Satisfaction, Sales Management, Insurance Claims, Sales, Direct Sales, Customer Retention, Inside Sales, Claims Management, Insurance Planning
Education
North Bennet Street School 2005 — 2007
Construction Management
Max Polec's Univest Experience May 2015 - Present
Job Program Coordinator at University of Pittsburgh
Industry Financial Services
Experience
University of Pittsburgh August 2015 - Present
Univest May 2015 - Present
Lions Clubs International September 2013 - Present
Collide Youth Group March 2013 - Present
University of Pittsburgh August 2014 - April 2015
Pepperidge Farm May 2014 - August 2014
University of Pittsburgh February 2014 - April 2014
Skills
Leadership, Teaching, Editing, Customer Service, Marketing, Programming, Public Speaking, Teamwork, Blogging, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Online Publishing, Banking, Volunteering, Event Planning, Time Management, Social Media, Management, Social Networking, Communication, Leadership Development, Community Outreach, Critical Thinking, Facebook, Team Leadership, Data Analysis, Team Building, Sales, Student Affairs, Public Relations, Program Development, Writing, Staff Development, Research, Fundraising, Event Management, Training, Mentoring, Economics, Strategic Planning
Education
University of Pittsburgh 2013 — 2017
Bachelor of Science (B.S.) in Finance, Minor in Economics, Business
University of Pittsburgh August 2015 - Present
Univest May 2015 - Present
Lions Clubs International September 2013 - Present
Collide Youth Group March 2013 - Present
University of Pittsburgh August 2014 - April 2015
Pepperidge Farm May 2014 - August 2014
University of Pittsburgh February 2014 - April 2014
Skills
Leadership, Teaching, Editing, Customer Service, Marketing, Programming, Public Speaking, Teamwork, Blogging, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Online Publishing, Banking, Volunteering, Event Planning, Time Management, Social Media, Management, Social Networking, Communication, Leadership Development, Community Outreach, Critical Thinking, Facebook, Team Leadership, Data Analysis, Team Building, Sales, Student Affairs, Public Relations, Program Development, Writing, Staff Development, Research, Fundraising, Event Management, Training, Mentoring, Economics, Strategic Planning
Education
University of Pittsburgh 2013 — 2017
Bachelor of Science (B.S.) in Finance, Minor in Economics, Business
Hannah Haughey, AU's Univest Experience May 2010 - August 2012
Job Commercial Lines Underwriter at Nationwide Insurance
Industry Insurance
Experience
Nationwide Insurance February 2015 - Present
Nationwide Insurance September 2014 - February 2015
Nationwide Insurance September 2013 - September 2014
Univest May 2010 - August 2012
Skills
Microsoft Office, Customer Service, Organization, Piano Playing, Outlook, Windows, Teamwork, Event Planning, Social Media, Time Management, PowerPoint, Team Leadership, Leadership, Social Networking, Facebook, Microsoft Word
Education
Lee University 2009 — 2013
Bachelor of Science (B.S.)
Penn State University
Master of Business Administration (M.B.A.)
Nationwide Insurance February 2015 - Present
Nationwide Insurance September 2014 - February 2015
Nationwide Insurance September 2013 - September 2014
Univest May 2010 - August 2012
Skills
Microsoft Office, Customer Service, Organization, Piano Playing, Outlook, Windows, Teamwork, Event Planning, Social Media, Time Management, PowerPoint, Team Leadership, Leadership, Social Networking, Facebook, Microsoft Word
Education
Lee University 2009 — 2013
Bachelor of Science (B.S.)
Penn State University
Master of Business Administration (M.B.A.)
Karen Scholl Karen Scholl's Univest Experience January 2012 - Present
Job Marketing Channel Manager at Univest
Industry Marketing and Advertising
Experience
Univest January 2012 - Present
Univest Corporation of Pennsylvania November 2009 - January 2012
Univest Corporation of Pennsylvania June 2008 - November 2009
Univest Corporation of Pennsylvania November 2007 - June 2008
Skills
Marketing, Social Media Marketing, Marketing Communications, Sales Operations, Social Media, Marketing Strategy, Corporate Communications, Sales, Customer Service, Salesforce.com, Direct Marketing, Competitive Analysis, Microsoft Excel, Email Marketing, Event Management, CRM, Brand Development, Market Research, Leadership, Integrated Marketing, Social Networking, Public Relations, Facebook, Account Management, Business Development, New Business Development
Education
Slippery Rock University of Pennsylvania 2003 — 2007
BS, Marketing
Univest January 2012 - Present
Univest Corporation of Pennsylvania November 2009 - January 2012
Univest Corporation of Pennsylvania June 2008 - November 2009
Univest Corporation of Pennsylvania November 2007 - June 2008
Skills
Marketing, Social Media Marketing, Marketing Communications, Sales Operations, Social Media, Marketing Strategy, Corporate Communications, Sales, Customer Service, Salesforce.com, Direct Marketing, Competitive Analysis, Microsoft Excel, Email Marketing, Event Management, CRM, Brand Development, Market Research, Leadership, Integrated Marketing, Social Networking, Public Relations, Facebook, Account Management, Business Development, New Business Development
Education
Slippery Rock University of Pennsylvania 2003 — 2007
BS, Marketing
Eric Conner Eric Conner's Univest Experience June 2012 - Present
Job Chief Technology Officer at Univest
Industry Information Technology and Services
Experience
Univest June 2012 - Present
Univest April 2006 - June 2012
Merck December 1997 - April 2006
IHS Global Insight May 1993 - December 1997
Skills
Web Applications, Software Development, Product Management..., Internet Banking, Business Strategy, Web Application Security, Requirements Analysis, Contract Negotiation, Call Center Development, Banking Operations, Data Analysis, Speech Technology, Mobile Technology, Customer Service, Econometrics, Search Engine..., Bank Risk Management, Bank Product...
Education
Pennsylvania State University - University Park 1989 — 1993
BS, Economics
Lenape High School 1985 — 1989
Univest June 2012 - Present
Univest April 2006 - June 2012
Merck December 1997 - April 2006
IHS Global Insight May 1993 - December 1997
Skills
Web Applications, Software Development, Product Management..., Internet Banking, Business Strategy, Web Application Security, Requirements Analysis, Contract Negotiation, Call Center Development, Banking Operations, Data Analysis, Speech Technology, Mobile Technology, Customer Service, Econometrics, Search Engine..., Bank Risk Management, Bank Product...
Education
Pennsylvania State University - University Park 1989 — 1993
BS, Economics
Lenape High School 1985 — 1989
Jason Brand Jason Brand's Univest Experience January 2014 - Present
Job Portfolio Analytics Officer at Univest
Industry Financial Services
Experience
Univest January 2014 - Present
Univest August 2005 - December 2013
Commerce Bank April 2001 - August 2005
Skills
Business Analytics, Data Integration, Data Integrity, Stress Testing, Credit, Credit Risk, Loans, Analysis, Cash Flow, Process Improvement, System Integration, Software Implementation, Management, Mentoring Of Staff, Hiring Employees
Education
Penn State University 2002 — 2004
B.S., Business - Finance
Montgomery County Community College 2001 — 2002
AS, Business Administration
Virginia Polytechnic Institute and State University 1999 — 2000
Engineering
Univest January 2014 - Present
Univest August 2005 - December 2013
Commerce Bank April 2001 - August 2005
Skills
Business Analytics, Data Integration, Data Integrity, Stress Testing, Credit, Credit Risk, Loans, Analysis, Cash Flow, Process Improvement, System Integration, Software Implementation, Management, Mentoring Of Staff, Hiring Employees
Education
Penn State University 2002 — 2004
B.S., Business - Finance
Montgomery County Community College 2001 — 2002
AS, Business Administration
Virginia Polytechnic Institute and State University 1999 — 2000
Engineering
Alexa Sullivan Alexa Sullivan's Univest Experience July 2013 - Present
Job Financial Center Manager, AVP at Univest
Industry Banking
Experience
Univest July 2013 - Present
Wells Fargo July 2011 - July 2013
JPMorgan Chase & Co. October 2008 - July 2011
JPMorgan Chase May 2008 - October 2008
JPMorgan Chase November 2007 - May 2008
Yellow Book USA November 2006 - November 2007
JPMorgan Chase Bank, successor to Bank One Corporation January 2005 - November 2007
Skills
Banking, Branch Banking, Retail Banking, Management, Small Business..., Customer Service, Customer Engagement, Sales, Sales Management, Solution Selling, New Business Development, Sales Operations, Marketing Management, Marketing Research, Marketing, Email Marketing, Training, Cross Selling, Loans, Home Equity Lines of..., Business Development, Home Equity Loans, CRM, Microsoft Excel
Education
University of Pittsburgh 1999 — 2003
BSBA, Marketing & International Business
Univest July 2013 - Present
Wells Fargo July 2011 - July 2013
JPMorgan Chase & Co. October 2008 - July 2011
JPMorgan Chase May 2008 - October 2008
JPMorgan Chase November 2007 - May 2008
Yellow Book USA November 2006 - November 2007
JPMorgan Chase Bank, successor to Bank One Corporation January 2005 - November 2007
Skills
Banking, Branch Banking, Retail Banking, Management, Small Business..., Customer Service, Customer Engagement, Sales, Sales Management, Solution Selling, New Business Development, Sales Operations, Marketing Management, Marketing Research, Marketing, Email Marketing, Training, Cross Selling, Loans, Home Equity Lines of..., Business Development, Home Equity Loans, CRM, Microsoft Excel
Education
University of Pittsburgh 1999 — 2003
BSBA, Marketing & International Business
Bryan Moyer Bryan Moyer's Univest Experience August 2000 - August 2002
Job Senior Vice President at National Penn
Industry Banking
Experience
National Penn March 2008 - Present
Bank of Lancaster County August 2002 - March 2008
Univest August 2000 - August 2002
Skills
Banking, Mortgage Lending, Commercial Lending, Financial Analysis, Consumer Lending, Credit, Finance, Commercial Banking, Loans, Small Business Lending, Credit Analysis, Financial Services, Accounting, Risk Management, Investments, Lines Of Credit, Financial Reporting, Real Estate, Team Leadership, Loan Servicing
Education
Messiah College
BS, Business Administration/Finance
National Penn March 2008 - Present
Bank of Lancaster County August 2002 - March 2008
Univest August 2000 - August 2002
Skills
Banking, Mortgage Lending, Commercial Lending, Financial Analysis, Consumer Lending, Credit, Finance, Commercial Banking, Loans, Small Business Lending, Credit Analysis, Financial Services, Accounting, Risk Management, Investments, Lines Of Credit, Financial Reporting, Real Estate, Team Leadership, Loan Servicing
Education
Messiah College
BS, Business Administration/Finance
Alexander Magid Alexander Magid's Univest Experience June 2015 - Present
Job Trust Administrator at Univest
Industry Law Practice
Experience
Univest June 2015 - Present
The Martin Law Firm, P.C. June 2012 - June 2015
Lowenthal & Abrams, P.C. September 2011 - June 2012
The Law Offices of Stewart C. Crawford and Associates February 2012 - May 2012
Montgomery County District Attorney June 2007 - May 2011
Skills
Advanced Level Computer..., Legal Research, Legal Writing, Legal Services, Legal Support, Litigation, Criminal Law, Personal Injury, Hearings, Westlaw, General Litigation, Estate Planning, Arbitration
Education
Widener University School of Law 2008 — 2011
Juris Doctorate
Penn State University 2004 — 2008
Bachelor of Arts, Crime, Law, and Justice
Univest June 2015 - Present
The Martin Law Firm, P.C. June 2012 - June 2015
Lowenthal & Abrams, P.C. September 2011 - June 2012
The Law Offices of Stewart C. Crawford and Associates February 2012 - May 2012
Montgomery County District Attorney June 2007 - May 2011
Skills
Advanced Level Computer..., Legal Research, Legal Writing, Legal Services, Legal Support, Litigation, Criminal Law, Personal Injury, Hearings, Westlaw, General Litigation, Estate Planning, Arbitration
Education
Widener University School of Law 2008 — 2011
Juris Doctorate
Penn State University 2004 — 2008
Bachelor of Arts, Crime, Law, and Justice
Joe DeZutel's Univest Experience September 2015 - Present
Job Insurance Consultant at Univest
Industry Insurance
Experience
Univest September 2015 - Present
Skills
Turnaround Strategy, Employee Benefits, Insurance, Health Insurance, Sales, Program Management, Management, Business Development, Benefits Administration, New Business Development, Wellness, Healthcare, Managed Care, Strategic Partnerships, Disability Insurance, Nonprofits, Coaching, Business Planning, Disease Management, Brokers, Strategic Planning, Medicare, Account Management, Non-profits, Licensed Property &..., Life Insurance, Workers Compensation, Leadership, Corporate Restructuring, Long-term Care, Marketing
Education
Rutgers, The State University of New Jersey-Newark 1992 — 1996
Bachelor of Science (BS)
Univest September 2015 - Present
Skills
Turnaround Strategy, Employee Benefits, Insurance, Health Insurance, Sales, Program Management, Management, Business Development, Benefits Administration, New Business Development, Wellness, Healthcare, Managed Care, Strategic Partnerships, Disability Insurance, Nonprofits, Coaching, Business Planning, Disease Management, Brokers, Strategic Planning, Medicare, Account Management, Non-profits, Licensed Property &..., Life Insurance, Workers Compensation, Leadership, Corporate Restructuring, Long-term Care, Marketing
Education
Rutgers, The State University of New Jersey-Newark 1992 — 1996
Bachelor of Science (BS)
Mitchell Chadrow Mitchell Chadrow's Univest Experience 2004 - 2007
Job Legal, Bank & Fiduciary Professional.
Industry Legal Services
Experience
Morgan Stanley May 2009 - Present
BNY Mellon 2007 - 2009
Univest 2004 - 2007
Education
Villanova University School of Law 1994 — 1995
LL.M, Law Taxation
Thomas M. Cooley Law School 1991 — 1994
J.D., Law
Morgan Stanley May 2009 - Present
BNY Mellon 2007 - 2009
Univest 2004 - 2007
Education
Villanova University School of Law 1994 — 1995
LL.M, Law Taxation
Thomas M. Cooley Law School 1991 — 1994
J.D., Law
John Maus John Maus's Univest Experience 1991 - 2005
Job Managing Member at Verus Holdings, LLC
Industry Real Estate
Experience
Verus Holdings, LLC 2005 - Present
Univest 1991 - 2005
Bank of America December 1986 - March 1991
Skills
Real Estate Development, Real Estate, Investment Properties, Location Intelligence, Real Estate Economics, Entitlements, Real Estate Transactions, Land Acquisition, Corporate Real Estate, Leases, Shopping Centers
Education
The University of Texas at Arlington 1983 — 1987
BS, Economics
Verus Holdings, LLC 2005 - Present
Univest 1991 - 2005
Bank of America December 1986 - March 1991
Skills
Real Estate Development, Real Estate, Investment Properties, Location Intelligence, Real Estate Economics, Entitlements, Real Estate Transactions, Land Acquisition, Corporate Real Estate, Leases, Shopping Centers
Education
The University of Texas at Arlington 1983 — 1987
BS, Economics
Jill Homan Jill Homan's Univest Experience February 2011 - Present
Job Employee Benefits Consultant Univest Insurance
Industry Financial Services
Experience
Univest February 2011 - Present
ADP November 2009 - March 2011
Turner Investment Partners September 2001 - October 2008
Skills
Human Resources, Recruiting, Employee Benefits, HRIS, Management, Series 63, Payroll, Personnel Management, Sales, Sales Management, Account Management, ADP Payroll, Outsourcing, Insurance, Leadership, HR Consulting
Education
University of Delaware 1996 — 2000
BS in BA, Marketing
University of Delaware - Lerner College of Business and Economics 1996 — 2000
BS, Business Administration
Univest February 2011 - Present
ADP November 2009 - March 2011
Turner Investment Partners September 2001 - October 2008
Skills
Human Resources, Recruiting, Employee Benefits, HRIS, Management, Series 63, Payroll, Personnel Management, Sales, Sales Management, Account Management, ADP Payroll, Outsourcing, Insurance, Leadership, HR Consulting
Education
University of Delaware 1996 — 2000
BS in BA, Marketing
University of Delaware - Lerner College of Business and Economics 1996 — 2000
BS, Business Administration
Anne-Marie Nicola's Univest Experience May 2009 - September 2010
Job Vice President, Commercial Lending Valley Green Bank
Industry Banking
Experience
Valley Green Bank October 2010 - Present
Univest May 2009 - September 2010
Willow Financial Bank June 2006 - April 2009
M&T Bank 2001 - 2006
PNC Financial Services Group 1999 - 2001
Skills
Commercial Lending, Commercial Banking, Small Business Lending, Credit, Commercial Mortgages, Asset Based Lending, Mortgage Lending, Construction Loans, Investments, Middle Market, Finance, Loans
Education
The London School of Economics and Political Science (LSE) 1995 — 1995
Saint Joseph's University 1981 — 1985
BA, Economics
Country Day School of the Sacred Heart 1978 — 1981
Valley Green Bank October 2010 - Present
Univest May 2009 - September 2010
Willow Financial Bank June 2006 - April 2009
M&T Bank 2001 - 2006
PNC Financial Services Group 1999 - 2001
Skills
Commercial Lending, Commercial Banking, Small Business Lending, Credit, Commercial Mortgages, Asset Based Lending, Mortgage Lending, Construction Loans, Investments, Middle Market, Finance, Loans
Education
The London School of Economics and Political Science (LSE) 1995 — 1995
Saint Joseph's University 1981 — 1985
BA, Economics
Country Day School of the Sacred Heart 1978 — 1981
Karen Strychowski's Univest Experience December 2014 - Present
Job Human resources professional
Industry Human Resources
Experience
Univest December 2014 - Present
Nameek's October 2014 - November 2014
Eagle Technical Staffing March 2014 - October 2014
CheapCaribbean.com September 2012 - March 2014
Starbucks July 2012 - January 2013
Liberty Business Consulting, Inc. May 2012 - July 2012
Delaware Valley College June 2011 - August 2011
Vector Marketing April 2009 - August 2010
Skills
Customer Service, Human Resources, Recruiting, Sales, Marketing, Social Networking, Time Management, Microsoft Office, Microsoft Excel, Event Planning, Microsoft Word, PowerPoint, Training, Facebook, Technical Recruiting, Performance Management, Employee Relations, Employee Benefits, Communication, Organizational..., Retail, Social Media, Cooking, Baking, Payroll, Telephone Interviewing, Public Speaking, Sports, B2B, FMLA, New Hire Orientations, New Hire Paperwork, New Hires, Benefits Administration, Administrative..., Administration, Record Keeping, HIPAA, Banking, COBRA, Workers Compensation, Employee Handbooks, ADP HRB
Education
John L. Grove College of Business 2008 — 2012
Bachelor of Business Administration (B.B.A.), Marketing
Shippensburg University 2008 — 2012
Bachelor, Science Business Administration; Human Resources and Marketing
Shippensburg University of Pennsylvania 2008 — 2012
Bachelor of Science Business Administration, Marketing and Human Resources
CB EAST 2005 — 2008
diploma
CB EAST
Univest December 2014 - Present
Nameek's October 2014 - November 2014
Eagle Technical Staffing March 2014 - October 2014
CheapCaribbean.com September 2012 - March 2014
Starbucks July 2012 - January 2013
Liberty Business Consulting, Inc. May 2012 - July 2012
Delaware Valley College June 2011 - August 2011
Vector Marketing April 2009 - August 2010
Skills
Customer Service, Human Resources, Recruiting, Sales, Marketing, Social Networking, Time Management, Microsoft Office, Microsoft Excel, Event Planning, Microsoft Word, PowerPoint, Training, Facebook, Technical Recruiting, Performance Management, Employee Relations, Employee Benefits, Communication, Organizational..., Retail, Social Media, Cooking, Baking, Payroll, Telephone Interviewing, Public Speaking, Sports, B2B, FMLA, New Hire Orientations, New Hire Paperwork, New Hires, Benefits Administration, Administrative..., Administration, Record Keeping, HIPAA, Banking, COBRA, Workers Compensation, Employee Handbooks, ADP HRB
Education
John L. Grove College of Business 2008 — 2012
Bachelor of Business Administration (B.B.A.), Marketing
Shippensburg University 2008 — 2012
Bachelor, Science Business Administration; Human Resources and Marketing
Shippensburg University of Pennsylvania 2008 — 2012
Bachelor of Science Business Administration, Marketing and Human Resources
CB EAST 2005 — 2008
diploma
CB EAST
Erika Shaedle Erika Shaedle's Univest Experience August 2008 - November 2009
Job Advertising and Marketing Specialist at North Penn School District
Industry Banking
Experience
North Penn School District October 2014 - Present
Continental Bank November 2009 - October 2014
Univest August 2008 - November 2009
Univest August 2006 - July 2008
Univest June 2004 - July 2006
Progress Bank August 2000 - March 2004
Harleysville National Bank May 1998 - August 2000
Skills
Strategic Planning, Project Management, Events Coordination, Customer Experience..., Employee Engagement, Graphic Design, Marketing Communications, Email Marketing, Advertising, Direct Mail Programs, Cross Sell Marketing, OnBoarding Programs, Public Relations, Onboarding, Marketing, Sales, Press Releases, Internal Communications
Education
Shippensburg University of Pennsylvania 1994 — 1998
Bachelor of Arts, Communications
North Penn School District October 2014 - Present
Continental Bank November 2009 - October 2014
Univest August 2008 - November 2009
Univest August 2006 - July 2008
Univest June 2004 - July 2006
Progress Bank August 2000 - March 2004
Harleysville National Bank May 1998 - August 2000
Skills
Strategic Planning, Project Management, Events Coordination, Customer Experience..., Employee Engagement, Graphic Design, Marketing Communications, Email Marketing, Advertising, Direct Mail Programs, Cross Sell Marketing, OnBoarding Programs, Public Relations, Onboarding, Marketing, Sales, Press Releases, Internal Communications
Education
Shippensburg University of Pennsylvania 1994 — 1998
Bachelor of Arts, Communications
Sandford Birdsey's Univest Experience 1997 - 2002
Job President/CEO Birdsey Group, LLC
Industry Financial Services
Experience
The Birdsey Group, LLC July 2004 - Present
Birdsey Property Solutions January 2010 - Present
GMACCM - MortgageRamp 1997 - 2004
Univest 1997 - 2002
Skills
Loans, Portfolio Management, Real Estate, Underwriting, Capital Markets, REO, CMBS, Credit, Mortgage, Asset Management, Financial Analysis, Valuation, Dispositions, Commercial Lending, Due Diligence, Appraisals, Restructuring, Real Estate Transactions, Asset Managment, Mortgage Lending, Real Estate Development, Commercial Real Estate, Acquisitions, Real Estate Financing, Real Estate Economics, Investment Properties, Leases, Commercial Mortgages, Brokerage, Investors, Financial Structuring, Disposition
Education
Mercer University 1984 — 1989
BA, English and History
Mercer University 1984 — 1988
BA, English and History
The Birdsey Group, LLC July 2004 - Present
Birdsey Property Solutions January 2010 - Present
GMACCM - MortgageRamp 1997 - 2004
Univest 1997 - 2002
Skills
Loans, Portfolio Management, Real Estate, Underwriting, Capital Markets, REO, CMBS, Credit, Mortgage, Asset Management, Financial Analysis, Valuation, Dispositions, Commercial Lending, Due Diligence, Appraisals, Restructuring, Real Estate Transactions, Asset Managment, Mortgage Lending, Real Estate Development, Commercial Real Estate, Acquisitions, Real Estate Financing, Real Estate Economics, Investment Properties, Leases, Commercial Mortgages, Brokerage, Investors, Financial Structuring, Disposition
Education
Mercer University 1984 — 1989
BA, English and History
Mercer University 1984 — 1988
BA, English and History
Steve Woytowicz Steve Woytowicz's Univest Experience November 2013 - Present
Job Home Loan Consultant at Univest
Industry Financial Services
Experience
Univest November 2013 - Present
St. Anne's Episcopal Church September 2011 - Present
RE/MAX Keystone February 2012 - November 2013
Coldwell Banker Hearthside, REALTORS August 2004 - February 2012
Coldwell Banker Diamond Realtors 2004 - 2008
Peachtree and Ward Caterers April 2000 - April 2003
New Smyrna Orthopedics 1994 - 2000
Spring-Ford School District 1988 - 1994
Upper Moreland School District 1978 - 1988
Skills
Sellers, Real Estate, Investment Properties, First Time Home Buyers, Single Family Homes, Buyer Representation, Customer Service, Sales, Property, Relocation, Condos, New Home Sales, Short Sales, Mortgage Lending
Education
Temple University 1983 — 1988
Master of Music, Trumpet Performance
West Chester University of Pennsylvania 1974 — 1980
Bachelor of Science (B.S.), Music Education
Upper Moreland 1971 — 1974
High School Diploma, College Prep
Univest November 2013 - Present
St. Anne's Episcopal Church September 2011 - Present
RE/MAX Keystone February 2012 - November 2013
Coldwell Banker Hearthside, REALTORS August 2004 - February 2012
Coldwell Banker Diamond Realtors 2004 - 2008
Peachtree and Ward Caterers April 2000 - April 2003
New Smyrna Orthopedics 1994 - 2000
Spring-Ford School District 1988 - 1994
Upper Moreland School District 1978 - 1988
Skills
Sellers, Real Estate, Investment Properties, First Time Home Buyers, Single Family Homes, Buyer Representation, Customer Service, Sales, Property, Relocation, Condos, New Home Sales, Short Sales, Mortgage Lending
Education
Temple University 1983 — 1988
Master of Music, Trumpet Performance
West Chester University of Pennsylvania 1974 — 1980
Bachelor of Science (B.S.), Music Education
Upper Moreland 1971 — 1974
High School Diploma, College Prep
Laurie Vandegrift Laurie Vandegrift's Univest Experience April 2011 - August 2012
Job Escrow Analyst
Industry Banking
Experience
Cenlar FSB September 2015 - Present
Cenlar FSB April 2014 - September 2015
Cenlar FSB August 2012 - April 2014
Univest April 2011 - August 2012
Univest April 2008 - April 2011
Univest October 2007 - April 2008
Landis Supermarket September 2000 - March 2008
Skills
Banking, Credit, Training, Loan Origination, Leadership, Retail Banking, Consumer Lending, Financial Services, Mortgage Lending, Microsoft Excel
Education
Shippensburg University of Pennsylvania 2002 — 2007
B.S.B.A, General Management
Cenlar FSB September 2015 - Present
Cenlar FSB April 2014 - September 2015
Cenlar FSB August 2012 - April 2014
Univest April 2011 - August 2012
Univest April 2008 - April 2011
Univest October 2007 - April 2008
Landis Supermarket September 2000 - March 2008
Skills
Banking, Credit, Training, Loan Origination, Leadership, Retail Banking, Consumer Lending, Financial Services, Mortgage Lending, Microsoft Excel
Education
Shippensburg University of Pennsylvania 2002 — 2007
B.S.B.A, General Management
Kathryn Barrett Umstead Kathryn Barrett Umstead's Univest Experience 1997 - 1998
Job Retail Leasing and Marketing
Industry Real Estate
Experience
KW Commercial Atlanta Partners December 2011 - Present
Univest 1997 - 1998
Skills
REO, Buyer Representation, Sellers, Real Estate, Foreclosures, Investment Properties, Short Sales, Leases, Investors, Property Management
Education
The University of Georgia 1980 — 1984
B.B.A., Real Estate Finance
University of Georgia - Terry College of Business
KW Commercial Atlanta Partners December 2011 - Present
Univest 1997 - 1998
Skills
REO, Buyer Representation, Sellers, Real Estate, Foreclosures, Investment Properties, Short Sales, Leases, Investors, Property Management
Education
The University of Georgia 1980 — 1984
B.B.A., Real Estate Finance
University of Georgia - Terry College of Business
Erin Tolson Erin Tolson's Univest Experience June 2005 - May 2009
Job Special Education Teacher at Palisades School District
Industry Education Management
Experience
Palisades School District June 2013 - Present
Centennial School at Lehigh University July 2010 - Present
Judith Tolson Special Equestrian Scholarship Fund November 2006 - Present
Univest June 2005 - May 2009
Poretta & Orr February 2004 - April 2006
Skills
Social Media Marketing, Marketing Communications, Microsoft Office, Event Planning, Teaching, Event Management, Community Outreach, Social Media, Public Speaking, PowerPoint, Special Education, Higher Education, Curriculum Development, Program Development, Customer Service
Education
Lehigh University 2015 — 2019
K-12 Principal Certification, Education Leadership
Lehigh University 2010 — 2012
M. Ed, Special Education & Elementary Education
Millersville University of Pennsylvania 1998 — 2003
B.S, Communications
Palisades School District June 2013 - Present
Centennial School at Lehigh University July 2010 - Present
Judith Tolson Special Equestrian Scholarship Fund November 2006 - Present
Univest June 2005 - May 2009
Poretta & Orr February 2004 - April 2006
Skills
Social Media Marketing, Marketing Communications, Microsoft Office, Event Planning, Teaching, Event Management, Community Outreach, Social Media, Public Speaking, PowerPoint, Special Education, Higher Education, Curriculum Development, Program Development, Customer Service
Education
Lehigh University 2015 — 2019
K-12 Principal Certification, Education Leadership
Lehigh University 2010 — 2012
M. Ed, Special Education & Elementary Education
Millersville University of Pennsylvania 1998 — 2003
B.S, Communications
Emma Oliver's Univest Experience April 2014 - Present
Job Financial Service Center Manager
Industry Banking
Experience
Univest April 2014 - Present
Wells Fargo February 2013 - May 2014
Deb Shops, Inc. 2011 - 2012
Pacific Sunwear 2008 - August 2011
Skills
Leadership, Customer Service, Driving Results, Sales, Loss Prevention, Inventory Management, Merchandising, Recruiting, Inventory Control, Motivated self-starter, outgoing, Microsoft Office, Microsoft Excel, Microsoft Word, Multi Tasking, Communication Skills, Creativity, Business Development, Payroll Analysis, Hiring Practices, Troubleshooting, Training, Problem Solving, promotional work, Supply Management, Supply Ordering, Product Management, Goal Setting, Print, Priority Management, Selling Skills, Customer Satisfaction, Hiring, Fashion, Store Management, Profit, Public Speaking, Payroll, Interviews, Coaching Staff, Management, Visual Merchandising, Retail, Team Building, Banking, Time Management, Notary Public, Personal Financial..., Debt Management, Retail Banking
Education
Lehigh Valley College 2005 — 2007
Bachelor of Business Administration (BBA), Fashion Merchandising, 3.8
Luzerne County Community College 2003 — 2005
Associate's degree, Psychology, 3.6
Univest April 2014 - Present
Wells Fargo February 2013 - May 2014
Deb Shops, Inc. 2011 - 2012
Pacific Sunwear 2008 - August 2011
Skills
Leadership, Customer Service, Driving Results, Sales, Loss Prevention, Inventory Management, Merchandising, Recruiting, Inventory Control, Motivated self-starter, outgoing, Microsoft Office, Microsoft Excel, Microsoft Word, Multi Tasking, Communication Skills, Creativity, Business Development, Payroll Analysis, Hiring Practices, Troubleshooting, Training, Problem Solving, promotional work, Supply Management, Supply Ordering, Product Management, Goal Setting, Print, Priority Management, Selling Skills, Customer Satisfaction, Hiring, Fashion, Store Management, Profit, Public Speaking, Payroll, Interviews, Coaching Staff, Management, Visual Merchandising, Retail, Team Building, Banking, Time Management, Notary Public, Personal Financial..., Debt Management, Retail Banking
Education
Lehigh Valley College 2005 — 2007
Bachelor of Business Administration (BBA), Fashion Merchandising, 3.8
Luzerne County Community College 2003 — 2005
Associate's degree, Psychology, 3.6
Charles Curry II's Univest Experience July 2015 - Present
Job Bank Teller at Univest Bank and Trust
Industry Banking
Experience
Univest July 2015 - Present
Goodwill Keystone Area February 2015 - May 2015
Goodwill Keystone Area August 2014 - February 2015
University of Hartford September 2013 - May 2014
Campus Activities Team (UHart) September 2011 - May 2014
Skills
Creative Writing, Team-oriented, Enthusiasm to learn, Microsoft Office, Writing, Research, Photoshop, Internet, Proofreading, Historical Research, Press Releases, Always Willing to Learn, Historical Transcription, Events Coordination, Facebook, PowerPoint, Event Planning, Social Media, Microsoft Word, Time Management, Editing, Customer Service, Teamwork
Education
University of Hartford 2010 — 2014
Bachelor of Arts (BA), European History
Univest July 2015 - Present
Goodwill Keystone Area February 2015 - May 2015
Goodwill Keystone Area August 2014 - February 2015
University of Hartford September 2013 - May 2014
Campus Activities Team (UHart) September 2011 - May 2014
Skills
Creative Writing, Team-oriented, Enthusiasm to learn, Microsoft Office, Writing, Research, Photoshop, Internet, Proofreading, Historical Research, Press Releases, Always Willing to Learn, Historical Transcription, Events Coordination, Facebook, PowerPoint, Event Planning, Social Media, Microsoft Word, Time Management, Editing, Customer Service, Teamwork
Education
University of Hartford 2010 — 2014
Bachelor of Arts (BA), European History
Jim Cramer's Univest Experience May 2012 - January 2013
Job Transaction Services Associate at PwC
Industry Accounting
Experience
PwC September 2015 - Present
PwC January 2014 - March 2014
PECO Energy May 2013 - August 2013
Univest May 2012 - January 2013
PA House of Representatives August 2012 - August 2012
Merrill Lynch May 2011 - August 2011
Education
Penn State University 2010 — 2015
Accounting, Finance, Masters of Accounting (MAcc) Program
PwC September 2015 - Present
PwC January 2014 - March 2014
PECO Energy May 2013 - August 2013
Univest May 2012 - January 2013
PA House of Representatives August 2012 - August 2012
Merrill Lynch May 2011 - August 2011
Education
Penn State University 2010 — 2015
Accounting, Finance, Masters of Accounting (MAcc) Program
Heather O'Hara's Univest Experience January 2011 - December 2012
Job Benefit Consultant/ Digital Insurance
Industry Insurance
Experience
Digital Insurance June 2013 - Present
Univest January 2011 - December 2012
Univest Insurance January 2011 - November 2012
US Navy June 1998 - June 2009
US Navy January 2005 - January 2009
Machinist Mate January 1998 - January 2005
Skills
Employee Benefits, Human Resources, Leadership, CRM, Onboarding, Benefits Administration, Program Management, Interviews, Negotiation, Customer Retention, Customer Service, Team Building, Employee Relations, Military, Training, Health Insurance, Insurance
Education
University of Phoenix 2010 — 2012
Bachelor of Science (B.S.), Business Administration and Management, General, 3.85
University of Phoenix 2010 — 2012
BS, Business Management
Digital Insurance June 2013 - Present
Univest January 2011 - December 2012
Univest Insurance January 2011 - November 2012
US Navy June 1998 - June 2009
US Navy January 2005 - January 2009
Machinist Mate January 1998 - January 2005
Skills
Employee Benefits, Human Resources, Leadership, CRM, Onboarding, Benefits Administration, Program Management, Interviews, Negotiation, Customer Retention, Customer Service, Team Building, Employee Relations, Military, Training, Health Insurance, Insurance
Education
University of Phoenix 2010 — 2012
Bachelor of Science (B.S.), Business Administration and Management, General, 3.85
University of Phoenix 2010 — 2012
BS, Business Management
Kristen Dougherty Kristen Dougherty's Univest Experience March 2012 - Present
Job Sr. Vice President, Employee Benefits Sales Manager at Univest
Industry Insurance
Experience
Univest March 2012 - Present
Univest Insurance January 2009 - March 2012
Liberty Benefits, Inc. September 2003 - December 2008
Skills
Health Insurance, Underwriting, Insurance, Disability Insurance, Employee Benefits, Life Insurance, Benefits Administration
Education
North Carolina State University 1992 — 1996
Bachelor of Science (BS), Biology/Biological Sciences, General
Univest March 2012 - Present
Univest Insurance January 2009 - March 2012
Liberty Benefits, Inc. September 2003 - December 2008
Skills
Health Insurance, Underwriting, Insurance, Disability Insurance, Employee Benefits, Life Insurance, Benefits Administration
Education
North Carolina State University 1992 — 1996
Bachelor of Science (BS), Biology/Biological Sciences, General
Sarah Bryan Sarah Bryan's Univest Experience February 2015 - Present
Job Cash Management Officer at Univest
Industry Financial Services
Experience
Univest February 2015 - Present
The Bel Canto Children's Chorus January 2014 - Present
Univest January 2013 - Present
Univest July 2012 - January 2013
Univest July 2009 - July 2012
American Infrastructure June 2008 - August 2008
American Infrastructure June 2007 - August 2008
Skills
Customer Service, Sales, Banking, Credit, Sales Management, Process Improvement, Loans, Strategic Planning, Risk Management, Retail Banking, Team Building, Account Management, Mortgage Lending, Problem Solving, Networking, Team Management, Employee Training, Staff Development, Business Development, Employee Recognition, Community Outreach, Cash Management, Electronic Payment...
Education
Pennsylvania Bankers Association 2014 — 2017
Advance Banking School
Pennsylvania Bankers Association
School of Banking
Penn State University 2005 — 2009
Bachelor of Science (BS), Business Administration and Management, General
Penn State University 2005 — 2009
Bachelor of Arts (BA), International/Global Studies
Univest February 2015 - Present
The Bel Canto Children's Chorus January 2014 - Present
Univest January 2013 - Present
Univest July 2012 - January 2013
Univest July 2009 - July 2012
American Infrastructure June 2008 - August 2008
American Infrastructure June 2007 - August 2008
Skills
Customer Service, Sales, Banking, Credit, Sales Management, Process Improvement, Loans, Strategic Planning, Risk Management, Retail Banking, Team Building, Account Management, Mortgage Lending, Problem Solving, Networking, Team Management, Employee Training, Staff Development, Business Development, Employee Recognition, Community Outreach, Cash Management, Electronic Payment...
Education
Pennsylvania Bankers Association 2014 — 2017
Advance Banking School
Pennsylvania Bankers Association
School of Banking
Penn State University 2005 — 2009
Bachelor of Science (BS), Business Administration and Management, General
Penn State University 2005 — 2009
Bachelor of Arts (BA), International/Global Studies
Susan Merritt Susan Merritt's Univest Experience February 2015 - Present
Job Institutional Specialist at Univest
Industry Financial Services
Experience
Univest February 2015 - Present
Univest April 2012 - February 2015
Univest May 2008 - April 2012
Skills
Customer Service, Credit, Banking, Marketing, Finance, Team Building, Leadership, Event Planning, Strategic Planning, Sales, Leadership Development
Education
Roberts Wesleyan College 2004 — 2008
Business Management
Penn View
Univest February 2015 - Present
Univest April 2012 - February 2015
Univest May 2008 - April 2012
Skills
Customer Service, Credit, Banking, Marketing, Finance, Team Building, Leadership, Event Planning, Strategic Planning, Sales, Leadership Development
Education
Roberts Wesleyan College 2004 — 2008
Business Management
Penn View
Amanda Alderfer Amanda Alderfer's Univest Experience February 2014 - Present
Job Community Relations Specialist
Industry
Experience
Univest February 2014 - Present
Univest November 2011 - February 2014
T.W. Ponessa and Associates Counseling Services Inc. June 2010 - October 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Outlook, PowerPoint, Windows, Mac OS, English, Customer Service, Superior Work Ethic, Long-term Customer..., Organization, Positivity, Dependable Team Player, Motivated self-starter, Compassion, Employee Training, Travel, Close Attention to...
Education
Messiah College 2006 — 2010
Bachelor of Arts (B.A.), Human Development and Family Studies, General
Temple University Rome
Univest February 2014 - Present
Univest November 2011 - February 2014
T.W. Ponessa and Associates Counseling Services Inc. June 2010 - October 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Outlook, PowerPoint, Windows, Mac OS, English, Customer Service, Superior Work Ethic, Long-term Customer..., Organization, Positivity, Dependable Team Player, Motivated self-starter, Compassion, Employee Training, Travel, Close Attention to...
Education
Messiah College 2006 — 2010
Bachelor of Arts (B.A.), Human Development and Family Studies, General
Temple University Rome
Keith Mellott Keith Mellott's Univest Experience May 2012 - January 2015
Job Forensic & Valuation Services Associate (Incoming) at Grant Thornton LLP
Industry Management Consulting
Experience
Grant Thornton LLP August 2015 - Present
Isenberg Undergraduate Consulting Group January 2015 - Present
Isenberg Undergraduate Consulting Group September 2014 - Present
Univest May 2012 - January 2015
BJ's Wholesale Club May 2014 - August 2014
TD 2013 - 2013
Allyson Schwartz Campaign June 2010 - August 2010
Skills
Microsoft Office, PowerPoint, Event Management, Microsoft Excel, Facebook, Microsoft Word, Event Planning, Public Speaking, Social Media, Outlook, Customer Service, Environmental Economics, Sustainability, Finance, Commercial Banking, Sports Management
Education
University of Massachusetts, Amherst 2011 — 2015
Bachelor of Business Administration, Bachelor of Science, Operations & Information Management, Economics, 3.89
Universidad de Granada 2011 — 2011
Intensive Language Study Program, 3.85
Universidad de Salamanca 2010 — 2010
Intensive Language Study Program, 4.0
Grant Thornton LLP August 2015 - Present
Isenberg Undergraduate Consulting Group January 2015 - Present
Isenberg Undergraduate Consulting Group September 2014 - Present
Univest May 2012 - January 2015
BJ's Wholesale Club May 2014 - August 2014
TD 2013 - 2013
Allyson Schwartz Campaign June 2010 - August 2010
Skills
Microsoft Office, PowerPoint, Event Management, Microsoft Excel, Facebook, Microsoft Word, Event Planning, Public Speaking, Social Media, Outlook, Customer Service, Environmental Economics, Sustainability, Finance, Commercial Banking, Sports Management
Education
University of Massachusetts, Amherst 2011 — 2015
Bachelor of Business Administration, Bachelor of Science, Operations & Information Management, Economics, 3.89
Universidad de Granada 2011 — 2011
Intensive Language Study Program, 3.85
Universidad de Salamanca 2010 — 2010
Intensive Language Study Program, 4.0
Kathy Willson Kathy Willson's Univest Experience 1995 - 1996
Job Vice President at SunTrust
Industry Commercial Real Estate
Experience
SunTrust May 2015 - Present
Killarney Capital, LLC April 2007 - April 2015
RR Donnelley February 2006 - March 2007
Brentwood Capital Advisors 2000 - 2001
J.P. Morgan 1996 - 1998
Univest 1995 - 1996
Skills
Loans, Credit Analysis, Commercial Mortgages, Mortgage Lending, Banking, Financial Risk, Commercial Real Estate, Financial Analysis, Credit, Securitization, Financial Modeling, Real Estate, Finance, Risk Management, Appraisals, Portfolio Management, Due Diligence, Valuation
Education
Northern Illinois University - College of Business 1993 — 1995
Bachelor of Science, Finance and Psychology
Rock Valley College 1991 — 1993
Associate of Arts, Business
SunTrust May 2015 - Present
Killarney Capital, LLC April 2007 - April 2015
RR Donnelley February 2006 - March 2007
Brentwood Capital Advisors 2000 - 2001
J.P. Morgan 1996 - 1998
Univest 1995 - 1996
Skills
Loans, Credit Analysis, Commercial Mortgages, Mortgage Lending, Banking, Financial Risk, Commercial Real Estate, Financial Analysis, Credit, Securitization, Financial Modeling, Real Estate, Finance, Risk Management, Appraisals, Portfolio Management, Due Diligence, Valuation
Education
Northern Illinois University - College of Business 1993 — 1995
Bachelor of Science, Finance and Psychology
Rock Valley College 1991 — 1993
Associate of Arts, Business
Ryan Koppenheffer Ryan Koppenheffer's Univest Experience January 2015 - July 2015
Job Creating and Implementing Insurance Solutions for Businessowners
Industry Insurance
Experience
Miller's Insurance Agency, Inc. July 2015 - Present
Univest January 2015 - July 2015
Miller's Insurance Agency, Inc. August 2012 - January 2015
Federated Insurance October 2007 - August 2012
Skills
Commercial Insurance, Risk Management, Insurance, Customer Service, Property & Casualty..., Legal Liability, Casualty, Casualty Insurance, Health Insurance, Underwriting, Professional Liability, Sales, Liability, Workers Compensation, General Insurance, Umbrella Insurance
Education
Shippensburg University of Pennsylvania 2003 — 2007
Bachelor of Science (BS), Marketing
Central Dauphin High School 2000 — 2003
Miller's Insurance Agency, Inc. July 2015 - Present
Univest January 2015 - July 2015
Miller's Insurance Agency, Inc. August 2012 - January 2015
Federated Insurance October 2007 - August 2012
Skills
Commercial Insurance, Risk Management, Insurance, Customer Service, Property & Casualty..., Legal Liability, Casualty, Casualty Insurance, Health Insurance, Underwriting, Professional Liability, Sales, Liability, Workers Compensation, General Insurance, Umbrella Insurance
Education
Shippensburg University of Pennsylvania 2003 — 2007
Bachelor of Science (BS), Marketing
Central Dauphin High School 2000 — 2003
Jamie Rock's Univest Experience June 2015 - August 2015
Job Penn State University Student
Industry Writing and Editing
Experience
Penn State Schreyer Honors College September 2015 - Present
Babysitting February 2012 - Present
Univest June 2015 - August 2015
The Pennsylvania State University - Altoona September 2014 - May 2015
Giant Food May 2012 - August 2013
Skills
PowerPoint, Social Media, Social Skills, Volunteering, Communication, Leadership, Enjoy Working with..., Highly responsible, Management, Writing, Public Speaking, Oral & Written..., Respect, Computers, Unconventional, Event Planning
Education
Penn State University 2014 — 2017
Telecommunications Management
Montgomery County Community College 2013 — 2014
Souderton Area Senior High School 2009 — 2013
High School Diploma
Penn State Schreyer Honors College September 2015 - Present
Babysitting February 2012 - Present
Univest June 2015 - August 2015
The Pennsylvania State University - Altoona September 2014 - May 2015
Giant Food May 2012 - August 2013
Skills
PowerPoint, Social Media, Social Skills, Volunteering, Communication, Leadership, Enjoy Working with..., Highly responsible, Management, Writing, Public Speaking, Oral & Written..., Respect, Computers, Unconventional, Event Planning
Education
Penn State University 2014 — 2017
Telecommunications Management
Montgomery County Community College 2013 — 2014
Souderton Area Senior High School 2009 — 2013
High School Diploma
Thomas Berntsen Thomas Berntsen's Univest Experience 2012 - May 2015
Job Real Estate Agent at Keller Williams
Industry Real Estate
Experience
Keller Williams June 2015 - Present
Univest 2012 - May 2015
Rite Aid October 2010 - January 2011
Education
Temple University - Fox School of Business and Management 2011 — 2014
Bachelor's Degree, Economics, 3.73
Lehigh University 2008 — 2010
No Degree, Economics, Finance, 3.71
Keller Williams June 2015 - Present
Univest 2012 - May 2015
Rite Aid October 2010 - January 2011
Education
Temple University - Fox School of Business and Management 2011 — 2014
Bachelor's Degree, Economics, 3.73
Lehigh University 2008 — 2010
No Degree, Economics, Finance, 3.71
Paul Patitucci Paul Patitucci's Univest Experience June 2013 - Present
Job Vice President Qualified Retirement Plans at Univest
Industry Insurance
Experience
Univest June 2013 - Present
Able Academy of Special Education 2015 - 2015
Able Academy of Special Education 2015 - 2015
Transamerica Retirement Services August 2010 - May 2013
Hartford Life December 1998 - October 2009
Guardian Life Insurance 1994 - 1998
Prudential Financial 1989 - 1994
Skills
401k, Retirement, Qualified Retirement..., Retirement Planning, Investments, Pensions, Mutual Funds, Defined Contribution, Securities, Business Planning, Series 63, Series 6, Defined Benefit, Sales Management, Asset Allocation, Fixed Annuities, Retirement Plan..., ERISA, Series 7, Microsoft Excel, Wholesale, Microsoft Word, Separately Managed..., Excel, Word
Education
Temple University - Fox School of Business and Management 1990 — 1992
MBA, Finance
Temple University 1985 — 1989
BA, Finance/Economics
Upper Dublin
Univest June 2013 - Present
Able Academy of Special Education 2015 - 2015
Able Academy of Special Education 2015 - 2015
Transamerica Retirement Services August 2010 - May 2013
Hartford Life December 1998 - October 2009
Guardian Life Insurance 1994 - 1998
Prudential Financial 1989 - 1994
Skills
401k, Retirement, Qualified Retirement..., Retirement Planning, Investments, Pensions, Mutual Funds, Defined Contribution, Securities, Business Planning, Series 63, Series 6, Defined Benefit, Sales Management, Asset Allocation, Fixed Annuities, Retirement Plan..., ERISA, Series 7, Microsoft Excel, Wholesale, Microsoft Word, Separately Managed..., Excel, Word
Education
Temple University - Fox School of Business and Management 1990 — 1992
MBA, Finance
Temple University 1985 — 1989
BA, Finance/Economics
Upper Dublin
Jennifer Hammerschmidt (Risher) Jennifer Hammerschmidt (Risher)'s Univest Experience November 2009 - June 2015
Job Advertising/Marketing Manager at U.S. Bank
Industry Marketing and Advertising
Experience
U.S. Bank June 2015 - Present
Univest November 2009 - June 2015
Advanta Corp. November 2004 - February 2009
Advanta Corp. May 2002 - November 2004
Morgan Properties June 2001 - May 2002
Uniform Concepts October 1999 - May 2001
Skills
Direct Marketing, Customer Acquisition, Product Management, New Business Development, Cross-channel Marketing, Cross Media Marketing, Strategy, Marketing, Cross-functional Team..., Analytics, Account Management, Market Research, Integrated Marketing, Marketing Management, Social Media Marketing, Marketing Communications, Training, Financial Services, Strategic Partnerships, Competitive Analysis, Digital Marketing, B2B, Advertising, Customer Experience, Email Marketing, Mobile Marketing, Project Management, Customer Retention, Relationship Management, Web Analytics, Direct Mail, PPC, P&L Management, Web Marketing, Leadership, SEM, B2B Marketing, CRM, Multi-channel Marketing, Segmentation, Marketing Strategy, Database Marketing, Budgets, Lead Generation, Sales, Product Marketing, Business Development
Education
Penn State University 1993 — 1999
BS
Conestoga 1991 — 1993
U.S. Bank June 2015 - Present
Univest November 2009 - June 2015
Advanta Corp. November 2004 - February 2009
Advanta Corp. May 2002 - November 2004
Morgan Properties June 2001 - May 2002
Uniform Concepts October 1999 - May 2001
Skills
Direct Marketing, Customer Acquisition, Product Management, New Business Development, Cross-channel Marketing, Cross Media Marketing, Strategy, Marketing, Cross-functional Team..., Analytics, Account Management, Market Research, Integrated Marketing, Marketing Management, Social Media Marketing, Marketing Communications, Training, Financial Services, Strategic Partnerships, Competitive Analysis, Digital Marketing, B2B, Advertising, Customer Experience, Email Marketing, Mobile Marketing, Project Management, Customer Retention, Relationship Management, Web Analytics, Direct Mail, PPC, P&L Management, Web Marketing, Leadership, SEM, B2B Marketing, CRM, Multi-channel Marketing, Segmentation, Marketing Strategy, Database Marketing, Budgets, Lead Generation, Sales, Product Marketing, Business Development
Education
Penn State University 1993 — 1999
BS
Conestoga 1991 — 1993
Justin Stillwell Justin Stillwell's Univest Experience May 2013 - August 2013
Job Junior Financial Analyst at QMES LLC
Industry Financial Services
Experience
QMES LLC July 2015 - Present
PFM Group May 2014 - August 2014
Univest May 2013 - August 2013
GK Auto April 2009 - August 2012
Skills
Teamwork, Time Management, Customer Service, People Skills, Leadership, Inventory Management, Data Entry, Customer Experience, Public Speaking, Event Planning, Research, Team Building, Finance, Management, Social Media, Analysis
Education
Penn State University 2011 — 2015
Bachelor of Science (BS), Finance, General
Penn State University 2011 — 2015
Bachelor of Science (B.S.), Economics
Holy Ghost Preparatory School 2007 — 2011
High School Diploma
QMES LLC July 2015 - Present
PFM Group May 2014 - August 2014
Univest May 2013 - August 2013
GK Auto April 2009 - August 2012
Skills
Teamwork, Time Management, Customer Service, People Skills, Leadership, Inventory Management, Data Entry, Customer Experience, Public Speaking, Event Planning, Research, Team Building, Finance, Management, Social Media, Analysis
Education
Penn State University 2011 — 2015
Bachelor of Science (BS), Finance, General
Penn State University 2011 — 2015
Bachelor of Science (B.S.), Economics
Holy Ghost Preparatory School 2007 — 2011
High School Diploma
Greg Baxendale's Univest Experience 1996 - 2000
Job Executive Vice President at JLL
Industry Commercial Real Estate
Experience
JLL June 2014 - Present
Transwestern January 2002 - May 2014
GMACCM/CAPMARK 1996 - 2002
Univest 1996 - 2000
Phoenix Advisory Group 1992 - 1996
Skills
Real Estate Development, Real Estate, Commercial Real Estate, Corporate Real Estate, Location Intelligence, Strategy, Negotiation, Lease Negotiations, Market Analysis, Management, Project Planning, Disposition
Education
Muhlenberg College 1988 — 1992
BA, Business
Rowland Hall St. Marks 1976 — 1988
JLL June 2014 - Present
Transwestern January 2002 - May 2014
GMACCM/CAPMARK 1996 - 2002
Univest 1996 - 2000
Phoenix Advisory Group 1992 - 1996
Skills
Real Estate Development, Real Estate, Commercial Real Estate, Corporate Real Estate, Location Intelligence, Strategy, Negotiation, Lease Negotiations, Market Analysis, Management, Project Planning, Disposition
Education
Muhlenberg College 1988 — 1992
BA, Business
Rowland Hall St. Marks 1976 — 1988
Terry Crane's Univest Experience April 2011 - June 2015
Job Loan Officer at Mortgage Network, Inc.
Industry Banking
Experience
Mortgage Network, Inc. June 2015 - Present
Univest April 2011 - June 2015
Wells Fargo Home Mortgage December 2004 - November 2011
ADP April 1994 - February 2004
Skills
Mortgage Lending, Real Estate, Mortgage Banking, New Business Development, Investment Properties, Finance, Payroll, Insurance, Refinance, Process Improvement, Sales, Loan Origination, Loans, Sales Management, First Time Home Buyers, VA loans, FHA, Residential Mortgages, USDA, Credit, Banking, Reverse Mortgages, Underwriting, Selling, FHA financing, Investments, Credit Analysis, FHA Financing, VA Loans
Education
Temple University 1984 — 1994
BBA, Marketing
Bishop McDevitt High School 1979 — 1983
Mortgage Network, Inc. June 2015 - Present
Univest April 2011 - June 2015
Wells Fargo Home Mortgage December 2004 - November 2011
ADP April 1994 - February 2004
Skills
Mortgage Lending, Real Estate, Mortgage Banking, New Business Development, Investment Properties, Finance, Payroll, Insurance, Refinance, Process Improvement, Sales, Loan Origination, Loans, Sales Management, First Time Home Buyers, VA loans, FHA, Residential Mortgages, USDA, Credit, Banking, Reverse Mortgages, Underwriting, Selling, FHA financing, Investments, Credit Analysis, FHA Financing, VA Loans
Education
Temple University 1984 — 1994
BBA, Marketing
Bishop McDevitt High School 1979 — 1983
Kathy Ireland's Univest Experience 2000 - 2002
Job SVP and Client Services Manager at American Mortgage Consultants, Inc.
Industry Financial Services
Experience
American Mortgage Consultants, Inc. August 2012 - Present
Allonhill April 2010 - November 2010
Fidelity Bank June 2009 - April 2010
Clayton May 2003 - February 2009
MortgageRamp 2002 - 2003
Univest 2000 - 2002
Central Park Capital, LP 1997 - 2000
Univest 1995 - 1997
Fleet Finance 1993 - 1995
Fleet Financial Group 1991 - 1993
Skills
Mortgage Lending, Capital Markets, Loans, Mortgage Banking, Credit, Loss Mitigation, Loan Origination, Underwriting, Loan Servicing, Mortgage Servicing, Due Diligence, Securitization, Banking, Credit Risk, Residential Mortgages
Education
Plymouth State University 1977 — 1981
B.S., Accounting
American Mortgage Consultants, Inc. August 2012 - Present
Allonhill April 2010 - November 2010
Fidelity Bank June 2009 - April 2010
Clayton May 2003 - February 2009
MortgageRamp 2002 - 2003
Univest 2000 - 2002
Central Park Capital, LP 1997 - 2000
Univest 1995 - 1997
Fleet Finance 1993 - 1995
Fleet Financial Group 1991 - 1993
Skills
Mortgage Lending, Capital Markets, Loans, Mortgage Banking, Credit, Loss Mitigation, Loan Origination, Underwriting, Loan Servicing, Mortgage Servicing, Due Diligence, Securitization, Banking, Credit Risk, Residential Mortgages
Education
Plymouth State University 1977 — 1981
B.S., Accounting
Nadia Miller's Univest Experience 2009 - February 2011
Job Account Manager
Industry Financial Services
Experience
Univest 2009 - February 2011
Education
Temple University 1995 — 1999
Univest 2009 - February 2011
Education
Temple University 1995 — 1999
Deborah A. Player's Univest Experience January 1994 - July 1995
Job Finance and Accounting Recruiting Manager at Robert Half Finance & Accounting
Industry Management Consulting
Experience
Robert Half Finance & Accounting February 2015 - Present
Robert Half Accountemps, Salaried Professionals June 2012 - November 2014
Pierrel Research USA, Inc. September 2007 - January 2012
Research Pharmaceutical Services February 2003 - September 2007
SEI Investments September 2000 - February 2003
Unisys May 1997 - September 2000
Aetna July 1995 - May 1997
Univest January 1994 - July 1995
Skills
Financial Analysis, Budgeting/ Forecasting, Cost Management, Payroll Management, SOP Development, Cash Management, Financial Auditing, AR/AP Management, Training/Mentoring, Recruitment/Staffing, Business Process..., Client Relationship..., Cost Control, Cost Containment, Billing, Invoicing Management, Information Technology..., Vendor/Client..., Revenue..., Solomon Business..., Oracle, Business Portal Dash..., Great Plains
Education
Penn State University 1988 — 1992
Bachelor of Science, Business Management
Robert Half Finance & Accounting February 2015 - Present
Robert Half Accountemps, Salaried Professionals June 2012 - November 2014
Pierrel Research USA, Inc. September 2007 - January 2012
Research Pharmaceutical Services February 2003 - September 2007
SEI Investments September 2000 - February 2003
Unisys May 1997 - September 2000
Aetna July 1995 - May 1997
Univest January 1994 - July 1995
Skills
Financial Analysis, Budgeting/ Forecasting, Cost Management, Payroll Management, SOP Development, Cash Management, Financial Auditing, AR/AP Management, Training/Mentoring, Recruitment/Staffing, Business Process..., Client Relationship..., Cost Control, Cost Containment, Billing, Invoicing Management, Information Technology..., Vendor/Client..., Revenue..., Solomon Business..., Oracle, Business Portal Dash..., Great Plains
Education
Penn State University 1988 — 1992
Bachelor of Science, Business Management
Peter Blackmore's Univest Experience January 2015 - Present
Job Corporate Banking, VP (267) 8980525
Industry Banking
Experience
Univest January 2015 - Present
Monument Bank July 2014 - January 2015
Berkshire Bank October 2012 - June 2014
TD Bank October 2000 - October 2012
Bank of Western Massachusetts September 1999 - October 2000
United Bank May 1994 - September 1999
Vermont National Bank 1988 - 1994
Scarsdale National Bank 1986 - 1988
National Westminster Bank USA 1983 - 1986
Connecticut National Bank 1982 - 1983
Skills
Commercial Lending, Loans, Small Business Lending, Commercial Banking, Commercial Mortgages, Banking, Credit, Credit Analysis, Lines Of Credit, Financial Services, Mortgage Lending, Portfolio Management, Retail Banking, Consumer Lending, Financial Analysis, Finance, Cash Management, Investments, Loan Origination, Refinance, Underwriting, Asset Based Lending, Construction Loans, Financial Structuring, FHA, Risk Management, Mortgage Banking, Asset Management, Credit Risk, SBA, Financial Risk, Real Estate, Cross Selling, Relationship Management, Private Banking, Cash Flow Lending, Strategic Financial..., Business Development, Management, Loan Work-outs, Leadership, Due Diligence, Sales, Branch Banking, Commercial Real Estate, Small Business
Education
Manhattan College 1977 — 1981
Bachelor's Degree, Business Administration
John Jay
Univest January 2015 - Present
Monument Bank July 2014 - January 2015
Berkshire Bank October 2012 - June 2014
TD Bank October 2000 - October 2012
Bank of Western Massachusetts September 1999 - October 2000
United Bank May 1994 - September 1999
Vermont National Bank 1988 - 1994
Scarsdale National Bank 1986 - 1988
National Westminster Bank USA 1983 - 1986
Connecticut National Bank 1982 - 1983
Skills
Commercial Lending, Loans, Small Business Lending, Commercial Banking, Commercial Mortgages, Banking, Credit, Credit Analysis, Lines Of Credit, Financial Services, Mortgage Lending, Portfolio Management, Retail Banking, Consumer Lending, Financial Analysis, Finance, Cash Management, Investments, Loan Origination, Refinance, Underwriting, Asset Based Lending, Construction Loans, Financial Structuring, FHA, Risk Management, Mortgage Banking, Asset Management, Credit Risk, SBA, Financial Risk, Real Estate, Cross Selling, Relationship Management, Private Banking, Cash Flow Lending, Strategic Financial..., Business Development, Management, Loan Work-outs, Leadership, Due Diligence, Sales, Branch Banking, Commercial Real Estate, Small Business
Education
Manhattan College 1977 — 1981
Bachelor's Degree, Business Administration
John Jay
Jim Offner's Univest Experience October 2009 - Present
Job Business Development at Univest Capital Inc.
Industry Financial Services
Experience
Univest October 2009 - Present
LEAF Financial Corporation August 2006 - September 2009
Education
Temple University
Univest October 2009 - Present
LEAF Financial Corporation August 2006 - September 2009
Education
Temple University
Randall Long's Univest Experience July 2012 - Present
Job Sr. IT Security Officer at Univest
Industry Banking
Experience
Univest July 2012 - Present
Univest August 2000 - June 2012
Univest August 1992 - July 2000
Univest August 1987 - July 1992
Skills
Disaster Recovery, Security, IT Operations, Information Security, Management, Financial Services, Vendor Management, VMware, Project Management, Analysis, IT Strategy, Networking, Penetration Testing, Troubleshooting, Information Technology
Education
Saint Joseph's University 1989 — 1994
MBA, Information Systems
Temple University 1985 — 1987
BBA, Accounting
Montgomery County Community College 1982 — 1983
AAS, Accounting
SANS
Univest July 2012 - Present
Univest August 2000 - June 2012
Univest August 1992 - July 2000
Univest August 1987 - July 1992
Skills
Disaster Recovery, Security, IT Operations, Information Security, Management, Financial Services, Vendor Management, VMware, Project Management, Analysis, IT Strategy, Networking, Penetration Testing, Troubleshooting, Information Technology
Education
Saint Joseph's University 1989 — 1994
MBA, Information Systems
Temple University 1985 — 1987
BBA, Accounting
Montgomery County Community College 1982 — 1983
AAS, Accounting
SANS
Robert O'Hara's Univest Experience November 1977 - November 1997
Job Licensed Mortgage Loan Originator at Franklin American Mortgage Company
Industry Financial Services
Experience
Franklin American Mortgage Company August 2015 - Present
American Financial Network Inc. June 2014 - August 2015
National Penn February 2014 - June 2014
Continental Bank July 2013 - February 2014
Bucks County Bank October 2011 - July 2013
Santander Bank, N.A. October 2010 - October 2011
Mortgage Access Corp October 2008 - October 2010
JP Morgan Chase November 1997 - October 2008
Univest November 1977 - November 1997
Skills
Finance, Mortgage Lending, Loans, Loan Origination, FHA, FHA financing, USDA, USDA Rural Housing, USDA Rural, Jumbo Mortgage, VA Loans, Conventional Loans, Construction to Perm, Ground Up Construction, Investment Properties, Single Family Homes, Single Family Residences, Residential Homes, First Time Home Buyers, New Home Sales, Home, House, Open Houses, Customer Service, Customer Satisfaction, Customer Retention, Customer Insight, Customer Experience, Customer Oriented, Following Up, Follow Through, Real Estate, Real Estate Transactions, Management, Sales Management, Multi Family Properties, Mixed-use, Creative Problem Solving, B2B, B2B Marketing, B2B Marketing Strategy, B2B2C, Creative Solutions, Team Building, Team Leadership, Teamwork, Team Management, Cross-functional Team..., Team-oriented, Structured Finance
Education
Penn State University 1972 — 1976
B.S., Accounting
Franklin American Mortgage Company August 2015 - Present
American Financial Network Inc. June 2014 - August 2015
National Penn February 2014 - June 2014
Continental Bank July 2013 - February 2014
Bucks County Bank October 2011 - July 2013
Santander Bank, N.A. October 2010 - October 2011
Mortgage Access Corp October 2008 - October 2010
JP Morgan Chase November 1997 - October 2008
Univest November 1977 - November 1997
Skills
Finance, Mortgage Lending, Loans, Loan Origination, FHA, FHA financing, USDA, USDA Rural Housing, USDA Rural, Jumbo Mortgage, VA Loans, Conventional Loans, Construction to Perm, Ground Up Construction, Investment Properties, Single Family Homes, Single Family Residences, Residential Homes, First Time Home Buyers, New Home Sales, Home, House, Open Houses, Customer Service, Customer Satisfaction, Customer Retention, Customer Insight, Customer Experience, Customer Oriented, Following Up, Follow Through, Real Estate, Real Estate Transactions, Management, Sales Management, Multi Family Properties, Mixed-use, Creative Problem Solving, B2B, B2B Marketing, B2B Marketing Strategy, B2B2C, Creative Solutions, Team Building, Team Leadership, Teamwork, Team Management, Cross-functional Team..., Team-oriented, Structured Finance
Education
Penn State University 1972 — 1976
B.S., Accounting
David Konieczny's Univest Experience April 2013 - Present
Job Sr Underwriter DE at Univest.
Industry Banking
Experience
Univest April 2013 - Present
Sovereign Bank March 2012 - April 2013
Sovereign Bank October 2008 - February 2012
Chase Home Finance October 2002 - September 2008
Citifinancial February 1993 - October 2002
L C Wegard 1992 - 1993
Skills
Credit Analysis, Branch Banking, Loans, Credit Risk, Credit, Mortgage Lending, Mortgage Banking, Underwriting, Banking
Education
Temple University - Fox School of Business and Management 1995 — 1997
MBA, Business Admin
Penn State University 1987 — 1991
Bachelors, Finance
Univest April 2013 - Present
Sovereign Bank March 2012 - April 2013
Sovereign Bank October 2008 - February 2012
Chase Home Finance October 2002 - September 2008
Citifinancial February 1993 - October 2002
L C Wegard 1992 - 1993
Skills
Credit Analysis, Branch Banking, Loans, Credit Risk, Credit, Mortgage Lending, Mortgage Banking, Underwriting, Banking
Education
Temple University - Fox School of Business and Management 1995 — 1997
MBA, Business Admin
Penn State University 1987 — 1991
Bachelors, Finance
Jim Tyrrell's Univest Experience February 2015 - Present
Job Executive Vice President at Univest
Industry Banking
Experience
Univest February 2015 - Present
Beneficial Bank March 2012 - February 2015
Citizens Bank June 2005 - February 2012
Wachovia February 1981 - June 2005
Skills
Commercial Lending, Commercial Banking, Banking, Credit, Small Business Lending, Credit Analysis, Cash Management, Consumer Lending, Financial Analysis, Asset Based Lending, Portfolio Management, Loans, Strategic Sales, Retail Banking, Lines Of Credit, Relationship Management, Strategic Financial..., Finance, Leadership, Capital Markets, Loan Origination, Credit Risk, Treasury Management, Commercial Mortgages, Deposits, Underwriting, Cross Selling, Mortgage Lending, Financial Services, Mortgage Banking, Financial Risk, SBA, Branch Management, Financial Institutions, Wealth Management, Risk Management, AML, Credit Cards, Financial Structuring, Operational Risk, Middle Market, Branch Banking, Loan Servicing, Executive Management, Treasury Services, Financial Planning
Education
Saint Joseph's University
BS, Accounting
Univest February 2015 - Present
Beneficial Bank March 2012 - February 2015
Citizens Bank June 2005 - February 2012
Wachovia February 1981 - June 2005
Skills
Commercial Lending, Commercial Banking, Banking, Credit, Small Business Lending, Credit Analysis, Cash Management, Consumer Lending, Financial Analysis, Asset Based Lending, Portfolio Management, Loans, Strategic Sales, Retail Banking, Lines Of Credit, Relationship Management, Strategic Financial..., Finance, Leadership, Capital Markets, Loan Origination, Credit Risk, Treasury Management, Commercial Mortgages, Deposits, Underwriting, Cross Selling, Mortgage Lending, Financial Services, Mortgage Banking, Financial Risk, SBA, Branch Management, Financial Institutions, Wealth Management, Risk Management, AML, Credit Cards, Financial Structuring, Operational Risk, Middle Market, Branch Banking, Loan Servicing, Executive Management, Treasury Services, Financial Planning
Education
Saint Joseph's University
BS, Accounting
Babita Zaveri's Univest Experience 1998 - Present
Job Branch Manager at Univest Bank
Industry Banking
Experience
Univest Bank & Trust Co. February 2008 - Present
Univest Bank & Trust Co. 1998 - Present
UNIVEST CORPORATION OF PENNSYLVANIA 1998 - Present
Univest 1998 - Present
Univest National Bank July 2004 - January 2008
Univest National Bank September 1998 - June 2004
Skills
Management, Credit, Retail Banking, CRM, Consumer Lending, Loan Origination, Loans, Banking, Customer Service, Investments, Sales, Commercial Banking, Branch Management, Finance, Small Business Lending, Commercial Lending, Mortgage Lending, Financial Services, Lines Of Credit, Small Business, Commercial Mortgages, Underwriting, Refinance, Mortgage Banking, FHA, Wealth Management, Cash Management
Education
American Bankers Association eLearning 2006 — 2008
Business Banking
Montgomery County Community College 1996 — 1997
Accounting Principles I & II & Computer Basic
University of Mumbai 1988 — 1992
Bachlor of Arts, History and Sociology
Univest Bank & Trust Co. February 2008 - Present
Univest Bank & Trust Co. 1998 - Present
UNIVEST CORPORATION OF PENNSYLVANIA 1998 - Present
Univest 1998 - Present
Univest National Bank July 2004 - January 2008
Univest National Bank September 1998 - June 2004
Skills
Management, Credit, Retail Banking, CRM, Consumer Lending, Loan Origination, Loans, Banking, Customer Service, Investments, Sales, Commercial Banking, Branch Management, Finance, Small Business Lending, Commercial Lending, Mortgage Lending, Financial Services, Lines Of Credit, Small Business, Commercial Mortgages, Underwriting, Refinance, Mortgage Banking, FHA, Wealth Management, Cash Management
Education
American Bankers Association eLearning 2006 — 2008
Business Banking
Montgomery County Community College 1996 — 1997
Accounting Principles I & II & Computer Basic
University of Mumbai 1988 — 1992
Bachlor of Arts, History and Sociology
Tracy Fretz, CRCM's Univest Experience February 2005 - Present
Job CRA Officer, Compliance Assistant at Univest
Industry Financial Services
Experience
Univest February 2005 - Present
Univest Bank and Trust Co. August 1997 - February 2005
Univest Bank and Trust Co. January 1985 - August 1997
Skills
Microsoft Excel, Loans, Customer Service, Training, Mortgage Lending, Banking, Sales, Risk Management, Community Reinvestment..., Compliance, Consumer Lending, Retail Banking, Mortgage Banking, Finance
Education
Amercan Bankers Association National Compliance School 2010 — 2010
Maranatha Baptist University 1981 — 1983
Associates, Elementary Education
Univest February 2005 - Present
Univest Bank and Trust Co. August 1997 - February 2005
Univest Bank and Trust Co. January 1985 - August 1997
Skills
Microsoft Excel, Loans, Customer Service, Training, Mortgage Lending, Banking, Sales, Risk Management, Community Reinvestment..., Compliance, Consumer Lending, Retail Banking, Mortgage Banking, Finance
Education
Amercan Bankers Association National Compliance School 2010 — 2010
Maranatha Baptist University 1981 — 1983
Associates, Elementary Education
Andrew Landis's Univest Experience December 2013 - Present
Job Senior Vice President Relationship Manager at Univest
Industry Financial Services
Experience
Univest December 2013 - Present
Univest 2001 - Present
Univest 1998 - 2002
Skills
Commercial Banking, Insurance, Investments, Loans, Underwriting, Cash Management, Commercial Lending, Credit, Financial Services, Wealth Management, Small Business Lending, Analysis, Banking, Mortgage Lending, Loan Origination, Consumer Lending, Commercial Mortgages, Retail Banking, Portfolio Management, Asset Based Lending, Lines Of Credit
Education
Shippensburg University of Pennsylvania 1992 — 1996
BS, Finance
Univest December 2013 - Present
Univest 2001 - Present
Univest 1998 - 2002
Skills
Commercial Banking, Insurance, Investments, Loans, Underwriting, Cash Management, Commercial Lending, Credit, Financial Services, Wealth Management, Small Business Lending, Analysis, Banking, Mortgage Lending, Loan Origination, Consumer Lending, Commercial Mortgages, Retail Banking, Portfolio Management, Asset Based Lending, Lines Of Credit
Education
Shippensburg University of Pennsylvania 1992 — 1996
BS, Finance
Jim Spindler, CFP®'s Univest Experience July 2002 - Present
Job Senior Vice President and Senior Financial Advisor at Univest
Industry Financial Services
Experience
Univest July 2002 - Present
TD Waterhouse 1994 - 2002
Skills
Asset Management, Commercial Lending, Financial Reporting, Wealth Management, Investment Advisory, Mutual Funds, Loans, Portfolio Management, Strategic Financial..., Investments, Credit, Retirement, Asset Allocation, Investment Management, Securities, Retirement Planning
Education
Shippensburg University of Pennsylvania 1989 — 1993
BSBA, Finance
Univest July 2002 - Present
TD Waterhouse 1994 - 2002
Skills
Asset Management, Commercial Lending, Financial Reporting, Wealth Management, Investment Advisory, Mutual Funds, Loans, Portfolio Management, Strategic Financial..., Investments, Credit, Retirement, Asset Allocation, Investment Management, Securities, Retirement Planning
Education
Shippensburg University of Pennsylvania 1989 — 1993
BSBA, Finance
Scott Medrow's Univest Experience June 2014 - Present
Job Director of Construction Financing at Univest
Industry Financial Services
Experience
Univest June 2014 - Present
GMH Mortgage Services LLC April 2013 - May 2014
GMAC Mortgage April 2011 - March 2013
GMAC Mortgage August 2007 - June 2011
JPMorgan Chase October 1992 - August 2007
Skills
Mortgage Banking, Residential Mortgages, Construction Loans, Res. Construction Loans, Loans, Loan Origination, Mortgage Lending, Refinance, Credit, Lot Loans, Underwriting, Banking, Loss Mitigation, Credit Analysis, Real Estate, Mortgage Underwriting, Commercial Lending, FHA financing, FHA, VA loans, USDA, VA Loans, FHA Financing
Education
Shippensburg University of Pennsylvania 1985 — 1989
BSBA, Finance
Univest June 2014 - Present
GMH Mortgage Services LLC April 2013 - May 2014
GMAC Mortgage April 2011 - March 2013
GMAC Mortgage August 2007 - June 2011
JPMorgan Chase October 1992 - August 2007
Skills
Mortgage Banking, Residential Mortgages, Construction Loans, Res. Construction Loans, Loans, Loan Origination, Mortgage Lending, Refinance, Credit, Lot Loans, Underwriting, Banking, Loss Mitigation, Credit Analysis, Real Estate, Mortgage Underwriting, Commercial Lending, FHA financing, FHA, VA loans, USDA, VA Loans, FHA Financing
Education
Shippensburg University of Pennsylvania 1985 — 1989
BSBA, Finance
Sturdevant Rachel's Univest Experience April 2005 - Present
Job
Industry Financial Services
Experience
Univest April 2005 - Present
Education
Miami University 1975 — 1980
BA, French Literature
Univest April 2005 - Present
Education
Miami University 1975 — 1980
BA, French Literature
Alfred D. Galanti, CFP's Univest Experience 1998 - 2001
Job Vice President & Investment Portfolio Manager at First Niagara Private Client Services
Industry Investment Management
Experience
First Niagara Private Client Services 2001 - Present
Univest 1998 - 2001
Univest 1996 - 1998
Delaware Investments, a member of the Macquarie Group 1994 - 1996
Skills
Portfolio Management, Investments, Wealth Management, Financial Analysis, Retirement Planning, Mutual Funds
Education
University of Pittsburgh
BS, Economics and Psychology
First Niagara Private Client Services 2001 - Present
Univest 1998 - 2001
Univest 1996 - 1998
Delaware Investments, a member of the Macquarie Group 1994 - 1996
Skills
Portfolio Management, Investments, Wealth Management, Financial Analysis, Retirement Planning, Mutual Funds
Education
University of Pittsburgh
BS, Economics and Psychology
Matthew Broderick's Univest Experience March 2010 - Present
Job Wealth Advisory Specialist
Industry Financial Services
Experience
Univest March 2010 - Present
Univest Foundation December 2012 - Present
North Penn School District Educational Foundation September 2014 - 2015
Perspective Builders February 2005 - November 2009
Skills
Management, Business Development, RFP Generation, RFP Design, Data Mining, Financial Analysis, Financial Reporting, Manage Client..., Nonprofits, Charitable Gift Planning, Retirement Planning, Estate Planning
Education
Temple University 2007 — 2009
BA, Economics
Univest March 2010 - Present
Univest Foundation December 2012 - Present
North Penn School District Educational Foundation September 2014 - 2015
Perspective Builders February 2005 - November 2009
Skills
Management, Business Development, RFP Generation, RFP Design, Data Mining, Financial Analysis, Financial Reporting, Manage Client..., Nonprofits, Charitable Gift Planning, Retirement Planning, Estate Planning
Education
Temple University 2007 — 2009
BA, Economics
Gregory Loeffler's Univest Experience May 2012 - Present
Job Banking Professional
Industry Information Technology and Services
Experience
Univest May 2012 - Present
Wachovia Bank November 2005 - February 2010
Wells Fargo Financial March 2004 - November 2005
Skills
Certified Notary Public, FDIC Money Smart..., CCNA, Banking, Risk Management, Finance, Sales, Microsoft Office, Mortgage Lending, Loans, Credit, Credit Analysis, Commercial Banking, Consumer Lending, Underwriting, Credit Risk, Small Business Lending
Education
Penn State University 1997 — 2001
Bachelors of Science, Business Management
The Pennsylvania State UniversityUniversity 1997 — 2001
BS, Business Management
Univest May 2012 - Present
Wachovia Bank November 2005 - February 2010
Wells Fargo Financial March 2004 - November 2005
Skills
Certified Notary Public, FDIC Money Smart..., CCNA, Banking, Risk Management, Finance, Sales, Microsoft Office, Mortgage Lending, Loans, Credit, Credit Analysis, Commercial Banking, Consumer Lending, Underwriting, Credit Risk, Small Business Lending
Education
Penn State University 1997 — 2001
Bachelors of Science, Business Management
The Pennsylvania State UniversityUniversity 1997 — 2001
BS, Business Management
Rachel Federsel's Univest Experience January 2004 - October 2006
Job Phlebotomy
Industry Hospital & Health Care
Experience
Professional technicians inc. August 2014 - Present
Montgomery County Community College September 2008 - Present
Little diddle day care February 2014 - August 2014
Magerks bar and grille June 2013 - January 2014
Twisters Wellness October 2012 - October 2013
NCO Financial Systems March 2006 - June 2009
Univest January 2004 - October 2006
McGuire AFB June 1999 - June 2003
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, HTML, Public Speaking, Team Building, Social Media, Team Leadership, Leadership
Education
Montgomery County Community College 2014 — 2014
Certification, Phlebotomy Technician/Phlebotomist
Montgomery County Community College 2008 — 2013
Associate's degree, Health and Fitness
Professional technicians inc. August 2014 - Present
Montgomery County Community College September 2008 - Present
Little diddle day care February 2014 - August 2014
Magerks bar and grille June 2013 - January 2014
Twisters Wellness October 2012 - October 2013
NCO Financial Systems March 2006 - June 2009
Univest January 2004 - October 2006
McGuire AFB June 1999 - June 2003
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, HTML, Public Speaking, Team Building, Social Media, Team Leadership, Leadership
Education
Montgomery County Community College 2014 — 2014
Certification, Phlebotomy Technician/Phlebotomist
Montgomery County Community College 2008 — 2013
Associate's degree, Health and Fitness
Michael Clipp's Univest Experience May 2011 - August 2012
Job Assistant Buyer Men's Running Footwear at DICK'S Sporting Goods
Industry Retail
Experience
DICK'S Sporting Goods July 2015 - Present
DICK'S Sporting Goods August 2014 - July 2015
University of Pittsburgh August 2011 - April 2014
DICK'S Sporting Goods May 2013 - August 2013
Univest May 2011 - August 2012
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Public Speaking
Education
University of Pittsburgh 2010 — 2014
Bachelor of Science (BS), Finance
DICK'S Sporting Goods July 2015 - Present
DICK'S Sporting Goods August 2014 - July 2015
University of Pittsburgh August 2011 - April 2014
DICK'S Sporting Goods May 2013 - August 2013
Univest May 2011 - August 2012
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Public Speaking
Education
University of Pittsburgh 2010 — 2014
Bachelor of Science (BS), Finance
Tracy Fretz's Univest Experience July 1984 - Present
Job
Industry Financial Services
Experience
Univest July 1984 - Present
Faith Christian Academy August 1983 - June 1984
Education
Maranatha Baptist Bible College 1981 — 1983
Associates, Elementary Education
Univest July 1984 - Present
Faith Christian Academy August 1983 - June 1984
Education
Maranatha Baptist Bible College 1981 — 1983
Associates, Elementary Education
Scott Yescavage (610.321.8245)'s Univest Experience March 2012 - February 2014
Job Assisting clients in providing them with 90% financing on owneroccupied real estate and long life equipment
Industry Banking
Experience
SEEDCOPA - (Southeastern Economic Development Corp. of Pennsylvania) February 2014 - Present
Univest March 2012 - February 2014
Clients December 2011 - March 2012
National Penn Bank January 2009 - December 2011
National Penn Bank September 2007 - December 2009
National Penn Bank January 2004 - October 2007
National Penn Bank January 2001 - December 2003
National Penn Bank October 1998 - December 2000
NationsCredit Distribution Finance, Inc. a division of Bank of America January 1996 - September 1998
National Penn Bank January 1993 - January 1996
Skills
Asset Based Lending, Credit Analysis, Credit Risk, Commercial Banking, Credit, Small Business Lending, Loans, Portfolio Management, Risk, Lines Of Credit, Risk Management, Financial Risk, Underwriting, Banking, Retail Banking, Consumer Lending, Treasury Management, Financial Analysis, Finance, Financial Structuring, Relationship Management, Accounting, Mergers & Acquisitions, SBA, Financial Reporting, Commercial Lending
Education
St. Joseph's University 1994 — 1998
MBA, Finance
Shippensburg University of Pennsylvania 1981 — 1985
BSBA, Accounting
SEEDCOPA - (Southeastern Economic Development Corp. of Pennsylvania) February 2014 - Present
Univest March 2012 - February 2014
Clients December 2011 - March 2012
National Penn Bank January 2009 - December 2011
National Penn Bank September 2007 - December 2009
National Penn Bank January 2004 - October 2007
National Penn Bank January 2001 - December 2003
National Penn Bank October 1998 - December 2000
NationsCredit Distribution Finance, Inc. a division of Bank of America January 1996 - September 1998
National Penn Bank January 1993 - January 1996
Skills
Asset Based Lending, Credit Analysis, Credit Risk, Commercial Banking, Credit, Small Business Lending, Loans, Portfolio Management, Risk, Lines Of Credit, Risk Management, Financial Risk, Underwriting, Banking, Retail Banking, Consumer Lending, Treasury Management, Financial Analysis, Finance, Financial Structuring, Relationship Management, Accounting, Mergers & Acquisitions, SBA, Financial Reporting, Commercial Lending
Education
St. Joseph's University 1994 — 1998
MBA, Finance
Shippensburg University of Pennsylvania 1981 — 1985
BSBA, Accounting
Ashleigh Tucci's Univest Experience March 2012 - October 2013
Job Mutual Fund Operations, BNY Mellon
Industry Investment Management
Experience
BNY Mellon July 2015 - Present
BNY Mellon December 2013 - July 2015
Univest March 2012 - October 2013
Citizens Bank March 2010 - March 2012
Citizens Bank November 2007 - March 2010
Skills
Critical Thinking, Public Speaking, Outstanding Customer..., Teamwork, Patience, Self-confidence, Hard Worker, Listening Skills, Loans, Management, Customer Service, Sales, Customer Satisfaction, Credit, Leadership, Analysis, Banking, Team Building
Education
Lock Haven University of Pennsylvania 2002 — 2007
Bachelor of Arts, Political Science, Pre-Law
Central Bucks East High School 1999 — 2002
General Studies
BNY Mellon July 2015 - Present
BNY Mellon December 2013 - July 2015
Univest March 2012 - October 2013
Citizens Bank March 2010 - March 2012
Citizens Bank November 2007 - March 2010
Skills
Critical Thinking, Public Speaking, Outstanding Customer..., Teamwork, Patience, Self-confidence, Hard Worker, Listening Skills, Loans, Management, Customer Service, Sales, Customer Satisfaction, Credit, Leadership, Analysis, Banking, Team Building
Education
Lock Haven University of Pennsylvania 2002 — 2007
Bachelor of Arts, Political Science, Pre-Law
Central Bucks East High School 1999 — 2002
General Studies
Kristin Ketner's Univest Experience June 2012 - Present
Job Sales Representative at Univest
Industry Banking
Experience
Univest June 2012 - Present
Bach to Blues October 1996 - Present
Skills
Loans, Credit, Banking, Loan Origination, Credit Analysis, Retail Banking, Small Business Lending
Education
Temple University 1993 — 1996
Master's degree, Piano Performance
Penn State University 1989 — 1993
Bachelor of Arts (B.A.), Music
William Tennent High School 1986 — 1989
HS Diploma
Univest June 2012 - Present
Bach to Blues October 1996 - Present
Skills
Loans, Credit, Banking, Loan Origination, Credit Analysis, Retail Banking, Small Business Lending
Education
Temple University 1993 — 1996
Master's degree, Piano Performance
Penn State University 1989 — 1993
Bachelor of Arts (B.A.), Music
William Tennent High School 1986 — 1989
HS Diploma
Bob Okenquist's Univest Experience 2011 - Present
Job Mortgage Loan Consultant at Univest
Industry Financial Services
Experience
Univest 2011 - Present
Education
Penn State University
Univest 2011 - Present
Education
Penn State University
Nick Mullen's Univest Experience August 2007 - February 2009
Job Pharmacy Technician at Millennium Pharmaceuticals
Industry Financial Services
Experience
Millennium Pharmaceuticals October 2013 - Present
Rac Acceptance March 2011 - August 2012
First Niagara Bank April 2010 - January 2011
Mullen Construction March 2007 - April 2010
Univest August 2007 - February 2009
Skills
Banking, Financial Services, Sales Management, Training, Office Management, Customer Retention, Customer Acquisition, Collections, Bookkeeping, Client Liason, Sales, Management, Finance, Time Management
Education
Montgomery County Community College 2000 — 2002
Associate of Arts (A.A.), English, 3.5
Millennium Pharmaceuticals October 2013 - Present
Rac Acceptance March 2011 - August 2012
First Niagara Bank April 2010 - January 2011
Mullen Construction March 2007 - April 2010
Univest August 2007 - February 2009
Skills
Banking, Financial Services, Sales Management, Training, Office Management, Customer Retention, Customer Acquisition, Collections, Bookkeeping, Client Liason, Sales, Management, Finance, Time Management
Education
Montgomery County Community College 2000 — 2002
Associate of Arts (A.A.), English, 3.5
Scott Roth's Univest Experience September 2005 - January 2008
Job Community Problem Solver
Industry Religious Institutions
Experience
Urban Expression January 2015 - Present
Project Haven January 2013 - Present
Perkiomenville Mennonite Church April 2014 - Present
YMCA February 2014 - November 2014
New Eden Fellowship August 2008 - August 2013
New Eden Fellowship October 2008 - March 2013
New Eden Fellowship June 2009 - October 2011
Univest September 2005 - January 2008
GameStop January 2000 - January 2005
Skills
Youth Ministry, Motivational Speaking, Community Development, Nonprofits, Youth Development, Project Management, Strategic Planning, Business Analysis, New Business Development, Pastoring, Youth Programs, Youth Engagement, Youth Leadership, Youth Leadership..., Church Administration, Churches, Christian Ministry, Information Technology, Store Management, Social Networking, Social Services, Community Outreach, Fundraising, Web Design, Organizational..., Leadership, Teaching, Public Speaking, Newsletters, Leadership Development, Preaching, Volunteer Management, Team Building, Program Development, Event Planning, Training, Mentoring, Customer Service
Education
Messiah College 1993 — 1997
Bachelor's degree, Business Information Systems
Urban Expression January 2015 - Present
Project Haven January 2013 - Present
Perkiomenville Mennonite Church April 2014 - Present
YMCA February 2014 - November 2014
New Eden Fellowship August 2008 - August 2013
New Eden Fellowship October 2008 - March 2013
New Eden Fellowship June 2009 - October 2011
Univest September 2005 - January 2008
GameStop January 2000 - January 2005
Skills
Youth Ministry, Motivational Speaking, Community Development, Nonprofits, Youth Development, Project Management, Strategic Planning, Business Analysis, New Business Development, Pastoring, Youth Programs, Youth Engagement, Youth Leadership, Youth Leadership..., Church Administration, Churches, Christian Ministry, Information Technology, Store Management, Social Networking, Social Services, Community Outreach, Fundraising, Web Design, Organizational..., Leadership, Teaching, Public Speaking, Newsletters, Leadership Development, Preaching, Volunteer Management, Team Building, Program Development, Event Planning, Training, Mentoring, Customer Service
Education
Messiah College 1993 — 1997
Bachelor's degree, Business Information Systems