Univest Corporation
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Univest Corporation Employees
ELHIRSCH.NET Web Services February 2012 - Present
CompuCom October 2014 - March 2015
TEKSystems, Inc. July 2014 - September 2014
Wipro Technologies/Catholic Health Initiatives May 2013 - January 2014
SmartSource, Inc April 2013 - January 2014
NetView, Inc September 2012 - February 2013
Thomas Jefferson University January 2003 - April 2012
Univest Corporation July 1989 - December 2003
Skills
Joomla!, Virtuemart, Microsoft Office, Customer Relations, Problem Solving, Desktop Deployment, Projects, Computer Hardware, Public Speaking, Customer Service, Joomla, Active Directory, Windows 7, Windows, HTML, Dreamweaver, Management, Help Desk Support, Testing, Software Installation, Hardware, Windows XP, Project Management, Software Documentation, Troubleshooting, Technical Support, Operating Systems
Education
University of Pittsburgh 1980 — 1984
BA, Economics
CHI Institute 2000 — 2002
Certificate, Internet Programming and Web Design
Central Atlantic Advanced School of Banking, Bucknell University 1997 — 1999
Advanced Banking Certificate, Banking
McGladrey May 2012 - Present
University of Maryland September 2014 - Present
Mid-Atlantic Permanente Medical Group February 2010 - May 2012
Reznick Group February 2008 - November 2009
JRL Enterprises, Inc June 2007 - February 2008
Univest Corporation June 2006 - June 2007
Skills
Onboarding, HRIS, Compliance, College Recruiting, New Hire Orientation, Payroll, Database Management, New Hire Orientations, Recruiting, Talent Acquisition, PeopleSoft, Performance Management, Interviews, Training, Employee Benefits, Human Resources, Employee Relations
Education
Franklin & Marshall College 2002 — 2006
Bachelor's Degree, Business; Spanish
George Mason University
Office of Continuing Professional Education
Everence Financial Services August 2014 - Present
Univest Bank & Trust Co. January 2013 - July 2014
Univest Investments, Inc. January 2001 - July 2014
Univest Corporation January 1992 - July 2014
Univest Insurance, Inc. August 2003 - October 2011
Meridian Bank January 1987 - December 1991
Skills
Investments, Wealth Management, Commercial Lending, Financial Services, Banking, Insurance, Loans, Investment Advisory, Strategic Planning, Leadership, Strategic Financial..., Portfolio Management, Life Insurance, Retirement Planning, Credit, Underwriting, Retirement, Mutual Funds, Estate Planning, Commercial Banking, Consumer Lending, Credit Analysis, Financial Analysis, Risk Management, Securities, Small Business, Finance, Asset Management, Mergers & Acquisitions, Cash Management, Asset Allocation, Retail Banking, Financial Risk, Loan Origination, Commercial Mortgages, Relationship Management, Executive Management, Financial Modeling, Investment Management, Disability Insurance, 401k, Credit Risk, Due Diligence, Employee Benefits, Fixed Income, Mortgage Banking, Financial Planning
Education
Lehigh University - College of Business and Economics 1985 — 1988
MBA, Finance & Management
Goshen College 1979 — 1983
BA, Business & Computer Science
PNC Wealth Management March 2015 - Present
Pennsylvania Bankers Association September 2014 - Present
First Savings Bank of Perkasie January 2012 - March 2015
Villanova University 2011 - January 2012
Univest Foundation June 2005 - June 2011
Univest August 2002 - June 2011
Univest Corporation of PA 2002 - June 2011
North Penn United Way January 2011 - April 2011
Wellington Village Homeowner Assn. 2004 - 2009
Univest Corporation August 2002 - June 2005
Skills
Non-profits, Strategic Financial..., Budgets, Investment Management, Retirement, Public Speaking, Investments, Portfolio Management, Asset Managment, Estate Planning, Wealth Management, Loans, Asset Management, Credit, Nonprofits, Small Business Lending, Commercial Lending, Banking, Planned Giving, Mortgage Lending, Commercial Banking, Fixed Annuities, Consumer Lending, Financial Services, Board Development, Financial Planners, Investment Advisory, Finance, IRAs, Retirement Planning, Charities, Mutual Funds, Asset Allocation, Personal Finance, 401k, High Net Worth..., Wealth Management..., Wealth, Financial Advisory, Tax, Financial Planning, Leadership, Community Outreach
Education
American College 2007 — 2010
CFP, Certified Financial Planner
Planned Giving Certification 2006 — 2007
CGPA, Certified Gift Planning Associate
Chestnut Hill College 1989 — 1993
Masters, Education
Houghton College
B. S., Business Administration
Univest Corporation January 2014 - Present
Univest Corporation January 2013 - December 2013
Univest Corporation October 2007 - December 2012
Ernst & Young LLP October 1995 - September 2007
Skills
Financial Reporting, Internal Controls, Due Diligence, Risk Management, Strategic Financial..., Accounting, Banking, Auditing, SEC filings, Process Improvement, Sarbanes-Oxley Act, Financial Modeling, Strategic Planning, Financial Analysis, Insurance, Mergers & Acquisitions, Finance, Executive Management, Financial Services, Investments, Portfolio Management, Credit
Education
University of Notre Dame 1991 — 1995
Accounting
Wharton Business School 2012 — 2012
Executive Education, Leadership
Almac Group June 2012 - Present
Univest Bank and Trust January 2012 - June 2012
American Red Cross July 2009 - June 2012
Univest Corporation 2010 - 2011
UBS FINANCIAL SERVICES September 1995 - April 2009
IRS 1995 - 1995
Kidder Peabody 1990 - 1995
Buten Paints 1988 - 1990
Acme Markets 1986 - 1988
Philadelphia Zoo 1984 - 1986
Skills
Microsoft Office, Financial Services, Management, Wealth Management, Project Management, Customer Service, Portfolio Management, Visio
Education
University of Phoenix 2003 — 2008
BS, Business Administration and E-Business
Lyons Technical Institute 1986 — 1988
AA, Electronic Engineering
PJM Interconnection March 2005 - Present
Havrilla Bishop Marketing December 2003 - March 2005
Univest Corporation January 1988 - December 2003
Skills
Internal Communications, Corporate Communications, Strategic Communications, Marketing, Advertising
Education
Penn State University 1983 — 1987
Bachelor of Science (BS)
Univest Corporation 2009 - Present
Univest Corporation 2007 - June 2009
Univest 2006 - 2007
Univest 2001 - 2006
Univest 1999 - 2001
Univest 1996 - 1999
Univest 1995 - 1996
Limited Express 1994 - 1995
Canadians 1991 - 1994
Apparel Affiliates 1987 - 1991
Skills
Management, CRM, Leadership, Marketing, Sales, Team Building, Market Research, Customer Retention, Recruiting, Coaching, Analysis, Customer Satisfaction, Banking, Retail, Strategic Planning, Marketing Communications, Marketing Strategy, Market Planning, Insurance, Competitive Analysis, Training, New Business Development, Retail Banking, Sales Management, Customer Service, Financial Services, Advertising
Education
Cedar Crest College 1992 — 1998
Bachelor, Human Resources
TD July 2003 - Present
Univest Corporation June 2000 - July 2003
Education
Maranatha Baptist University 1992 — 1996
I have a Bachelor of Science Degree, Humanities, Liberal Arts