Valley Forge Asset Management
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Valley Forge Asset Management Employees
Warby Parker August 2011 - Present
Freelance September 2011 - Present
David Gregory School, Inc. May 2009 - June 2011
Adas Israel Gan Hayeled December 2009 - June 2010
The American University Eagle August 2006 - May 2010
Valley Forge Asset Management June 2005 - September 2007
Skills
Microsoft Office, Excel, Photoshop, Writing, InDesign, Blogging, Social Media, Social Networking, Social Media Marketing, WordPress, Press Releases, Microsoft Excel, Editing
Education
American University 2006 — 2010
BA, Print Journalism / Audio Engineering
New Era Tickets / FanOne Marketing (Comcast-Spectacor) January 2014 - Present
Flag Lady Gifts May 2012 - Present
Philadelphia 76ers September 2013 - December 2013
Lower Merion School District January 2012 - May 2012
Woodlynde School September 2011 - January 2012
Gap Inc./Gap May 2010 - August 2010
Beaumont at Bryn Mawr December 2008 - August 2009
Betsey Johnson May 2008 - October 2008
Valley Forge Asset Management June 2007 - September 2007
Skills
Photoshop, Photoshop Elements, Adobe Creative Suite, WordPress, Concrete, Photography, Sales, Sports Marketing, Website Development, Computer Graphics, Email Marketing, Email Campaigning, Retail Sales, Cpr Certified, Microsoft Office, High School Athletics
Education
Temple University 2010 — 2014
Bachelor of Science (B.S.), Sport and Recreation Management, Concentration in Sport Management
Cabrini College 2009 — 2010
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Woodlynde School 2005 — 2009
High School Diploma
Hirtle, Callaghan & Co. June 2003 - Present
Valley Forge Asset Management 2001 - 2003
Nuveen Investments 1998 - 2001
Skills
Certified Financial..., Investments, Investment Strategies, Hedge Funds
Education
Penn State University 1994 — 1998
Bachelor of Arts (BA), Psychology
Penncrest High School 1990 — 1994
CliftonLarsonAllen June 2013 - Present
Citrin Cooperman & Company, LLP (formerly - Carrow, Doyle & Associates, LLP) July 2007 - June 2013
Deloitte October 2004 - June 2007
PLANCO October 2002 - September 2004
Valley Forge Asset Management September 2000 - October 2002
Skills
Auditing, Financial Analysis, CPA, Internal Controls, Accounting, Investments, Finance, Forensic Accounting, Securities, Portfolio Management, SEC filings, GAAP, US GAAP, Tax, Financial Reporting, SEC Filings
Education
Temple University - Fox School of Business and Management 2000 — 2002
MS, Finance
Villanova University 1994 — 1998
BS, Accounting
LaSalle College High School 1990 — 1994
KB Pension Services, Inc. August 2015 - Present
The Walt Disney Company September 1996 - Present
The Benefit Practice November 2012 - August 2015
Retirement Plan Specialists, Inc. July 2004 - November 2012
Valley Forge Asset Management August 1998 - July 2004
Skills
Defined Benefit, Defined Contribution, Pensions, Profit Sharing, ERISA, Pension Administration, 401k, Benefits Administration, Retirement, Retirement Plan..., Qualified Retirement...
Education
Penn State University 1987 — 1989
Bachelor of Arts (BA), Labor and Industrial Relations
Millersville University of Pennsylvania 1985 — 1987
GoalQueste June 2014 - Present
Costello Asset Management February 2013 - May 2014
United Capital Financial Partners, Inc January 2010 - November 2012
Sage Financial Group January 2007 - April 2009
Penn Mutual Life Insurance April 2004 - January 2007
Lincoln Financial Advisors March 2002 - April 2004
Nye, Parnell & Emerson June 2000 - April 2002
Valley Forge Asset Management 1996 - 2000
Skills
Investment Management, Investment Advisory, Asset Allocation, Wealth Management, Mutual Funds, Portfolio Management, Investments, Certified Financial..., iRebal, Trading, Financial Advisory, Finance, Securities, Financial Planning, Asset Management, Investment Strategies, Equities
Education
Drexel University - College of Business and Administration
MBA, Investment Management
Elizabethtown College
Bachelor of Science (B.S.), Business Administration and Management, Finance
Capital Analysts June 2013 - Present
Valley Forge Asset Management October 2012 - June 2013
Ameriprise Financial Services, Inc. June 2010 - October 2012
Skills
Trading, Mutual Funds, Investments, Portfolio Management, Asset Management, Asset Allocation, Fixed Income, Wealth Management, Securities
Education
Lock Haven University of Pennsylvania 2006 — 2011
B.S., Business Administration: Finance & Economics
PNC Wealth Management December 2012 - Present
Aris Corporation July 2007 - December 2012
Susquehanna Trust and Investment Co May 2004 - July 2007
Valley Forge Asset Management November 1999 - May 2004
Skills
APX, Qube, Advent, Moxy, Microsoft Office, Bloomberg, Morningstar, Investment Policy..., Tactical Asset..., Fixed Income Portfolio..., Investment Strategies, Asset Allocation, French, High Net Worth...
Education
Temple University - Fox School of Business and Management 1997 — 2001
Bachelor, Finance, Economics
IUT Amiens 1994 — 1996
BAC + 2, Sales and Marketing
Brinker Capital June 2011 - Present
USI Consulting Group September 2009 - June 2011
The Standard February 2007 - June 2009
HighMark Funds October 2005 - February 2007
Valley Forge Asset Management November 1999 - October 2005
Skills
Defined Benefit, 401k, 403 b, 457 Plans, Retirement Planning, Mutual Funds, Investment Advisory, Wealth Management, Series 7, Asset Allocation, Retirement, Financial Services, Series 6, Employee Benefits, Securities, Investments, Pensions, Risk Management, Defined Contribution, Alternative Investments, Fixed Annuities
Education
Penn State University 1991 — 1995
Business
Independence Advisors, LLC June 2010 - Present
Independence Advisors, Inc June 1993 - June 2010
Valley Forge Asset Management 1989 - 1993
Kidder Peabody & Co., Inc. 1985 - 1989
Skills
Wealth Management, Strategic Financial..., Investments, Portfolio Management, Estate Planning, Wealth, High Net Worth..., Investment Advisory, Investment Strategies, Asset Management, Financial Advisory, Strategic Planning, Mutual Funds, Sales, Public Speaking, Financial Services, Asset Allocation, Retirement Planning, Investment Management, Retirement, Securities, Equities, Finance, Wealth Management..., Management, Valuation, Investment Banking
Education
Penn State University 1980 — 1984
BS, Economics
Valley Forge Asset Management June 2014 - Present
Valley Forge Asset Management July 2012 - Present
ESPN Wide World of Sports June 2011 - May 2012
University of Florida January 2011 - April 2011
University of Florida Athletic Association January 2011 - April 2011
Dick's Sporting Goods November 2009 - May 2010
LPL June 2009 - November 2009
Janney Montgomery Scott May 1999 - June 2009
Skills
Sports Management, Volunteer Management, Marketing, Sports, Strategic Planning, Strategy, Leadership, Event Management, Sports Marketing, Finance, Time Management, Customer Service, Analysis, Sales Operations, Microsoft Excel, Management, Financial Analysis, Sales, Account Reconciliation, Investments, Microsoft Office, SAP
Education
University of Florida 2010 — 2012
Master of Science, Sport Management
Temple University 1994 — 1996
Bachelor Business Administration, Marketing and Business Law
Drexel University 1992 — 1993
Oxford Area School District 1989 — 1992
CBRE Clarion Securities September 2012 - Present
BNY Mellon May 2010 - July 2012
Diamond Rock LLC September 2009 - April 2010
Valley Forge Asset Management May 2008 - August 2008
Skills
Alternative Investments, Commercial Real Estate, International Real..., Bloomberg Terminal, Real Estate Economics, Investment Management, Mutual Funds, Series 7, Series 63
Education
Texas Christian University 2005 — 2009
B.S.
Valley Forge Asset Management October 2012 - Present
Skills
Sales, Data Entry, Microsoft Office, Customer Service, Administrative..., Time Management, Microsoft Excel, PowerPoint, Public Speaking, Higher Education, Microsoft Word, Teamwork, Telephone Skills, Research, Data Analysis, Critical Thinking, Social Media Marketing, Marketing, Team Leadership, QuickBooks, Strategic Planning, Event Planning, Risk Management, Team Building, Coaching, Payroll, Photoshop, Cpr Certified, Access, Management, Public Relations, Inventory Management, Fundraising, Social Networking, Software Documentation, Interviews, Leadership, Accounting, Social Media, Outlook, Training, Facebook, Community Outreach, Finance, Financial Analysis
Education
Bridgewater College 2008 — 2012
Bachelor of Science (B.S.), Business Administration
BNP Paribas March 2015 - Present
J.P. Morgan July 2012 - March 2015
BNP Paribas Securities Corp. March 2011 - September 2011
Exelon Generation March 2010 - September 2010
Valley Forge Asset Management March 2009 - September 2009
Skills
Excel, SmartStation, Bloomberg, Axys, ZaiNet, nMarket, PoweGads, Gen Manager, SWIFT, Geode, Revolution, FX eTRADER, SWIFT payments, Microsoft Excel, Bloomberg Terminal, Securities, Analysis, Banking, Investments, Risk Management, Financial Analysis
Education
Drexel University - LeBow College of Business 2008 — 2012
Bachelor of Science (BS), Finance
PNC April 2015 - Present
PNC Wealth Management (Unofficial) August 2013 - Present
Valley Forge Asset Management December 2011 - August 2013
Wells Fargo April 2010 - December 2011
TD April 2007 - April 2010
Rosemont College January 2009 - December 2009
Rosemont College August 2005 - May 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, Event Planning
Education
Rosemont College 2011 — 2013
Master of Business Administration (M.B.A.), Business Administration and Management, General
Rosemont College 2005 — 2009
Bachelor of Arts (B.A.), Communication, General
eMoney Advisor September 2015 - Present
Vanguard Realty Associates January 2012 - Present
eMoney Advisor November 2013 - August 2015
Janney Montgomery Scott May 2013 - November 2013
Janney Montgomery Scott September 2012 - May 2013
Janney Montgomery Scott June 2011 - September 2012
1934 Group March 2010 - April 2011
Turner Investment Partners September 2007 - March 2010
Valley Forge Asset Management August 2005 - September 2007
Skills
Marketing, Social Media Marketing, Marketing Strategy, Marketing Communications, Series 7, Direct Marketing, Online Advertising, Strategy, Event Planning, New Business Development, Online Marketing, Management, Wealth Management, Business Development, Uniform Combined State..., Leadership, Investments, Asset Allocation, Email Marketing, Mutual Funds, Advertising, Project Management, Market Research, Digital Marketing, Financial Services, Retirement Planning, Strategic Communications, Digital Strategy, Series 63, Investment Advisory, Alternative Investments, Investment Strategies, Corporate Communications, Brand Management, Analytics, Relationship Management, Public Relations, Media Buying, Customer Service, Internal Communications, Lead Generation, Content Management, Crisis Communications, Contract Negotiation, Vendor Management, PPC, Social Media, Marketing Automation, Inbound Marketing, Technical Communication
Education
James Madison University - College of Business 2001 — 2005
Bachelors Business Administration, Marketing & Communications
Spring Ford High School 1998 — 2001
Comcast Cable May 2014 - Present
Fresenius Medical Care May 2013 - February 2014
Fresenius Medical Care August 2012 - May 2013
Fresenius Medical Care of North America June 2010 - August 2012
Haines & Kibblehouse, Inc. October 2009 - May 2010
Barnes & Noble September 2007 - October 2009
Valley Forge Asset Management June 2006 - May 2009
Skills
Human Resources, Customer Service, Employee Relations, New Hire Orientations, Microsoft Office, Benefits Administration, Performance Management, Event Management, Team Building, Onboarding, FMLA, Leave Administration, HRIS, Employee Benefits, Training, PeopleSoft, Management, Payroll, Policy, Talent Acquisition
Education
West Chester University of Pennsylvania 2007 — 2009
B.A, English Literature
University of Massachusetts, Amherst 2005 — 2007
Osage Venture Partners September 2014 - Present
Inspirica September 2013 - June 2014
myCIO Wealth Partners May 2012 - August 2013
Valley Forge Asset Management November 2010 - April 2012
Skills
Customer Relations, Multitasker, Marketing Research, Deadline Management, Outgoing, People Skills, Microsoft Office, Customer Service, Task Management, Research, Social Networking, Management, Event Planning, Editing
Education
Temple University 2015 — 2017
Master of Science (M.S.), Globalization & Development Communications
Eastern University 2007 — 2010
Degree: BA, Sociology
Cushman & Wakefield March 2015 - Present
Valley Forge Asset Management December 2013 - March 2015
SEI May 2013 - September 2013
Thomas Jefferson University Hospitals June 2007 - October 2007
Skills
Auditing, Accounting, Tax, Mergers & Acquisitions, Analysis, Data Entry, Revenue Recognition, Software Documentation, Internal Controls, Financial Accounting, External Audit, GAAP, Financial Reporting, Sarbanes-Oxley Act, US GAAP, Finance
Education
Drexel University 2007 — 2010
BS; degree, Accounting; Accounting/Business
Hofstra University
Account
Mullin, Inc. May 2009 - Present
uFinancial Group 2009 - 2011
Planco, The Hartford 2007 - May 2009
The Hartford 2005 - 2007
The Hartford 2003 - 2005
Group Benefits Financial 2002 - 2003
Valley Forge Asset Management 2001 - 2002
Skills
Retirement Planning, 401k, Strategic Financial..., Retirement, Marketing, Strategy, Sales, FINRA, Product Management, Cross-functional Team..., College Savings Plans, Competitive Analysis, Estate Planning, Start-ups, Analysis, Finance, Enterprise Software, Mutual Funds, Fixed Annuities, Insurance, Financial Services, Variable Products, Series 65, Series 6, Series 63, Project Management
Education
California University of Pennsylvania 1997 — 2000
BS, Business Management
West Chester Capital Advisors, Inc. November 1994 - Present
Valley Forge Asset Management 1992 - 1994
Capital & Security Management, Inc. 1986 - 1991
Wilmington Trust 1981 - 1986
Mellon Bank 1960 - 1981
US Navy & US Naval Reserve 1956 - 1978
Education
University of Pittsburgh 1960 — 1964
MBA, Finance
Lehigh University 1952 — 1956
BS with honors, Finance
Valley Forge Asset Management July 2008 - September 2011
Bush Tecosky Goodman Feldman, LLC October 2003 - September 2007
L.H. Linowitz & Company, CPA's October 1999 - September 2003
Skills
Financial Analysis, Financial Reporting, Accounting, Tax, CPA, Tax Preparation, Income Tax, Auditing
Education
Rider University 2000 — 2001
Masters in Accountancy, Accounting
Rider University 1997 — 2000
Bachelor of Bus. Admin., Accounting
Goldman Sachs July 2013 - Present
Goldman Sachs May 2012 - August 2012
DuPont Capital Management December 2008 - August 2011
DuPont Capital Management April 2008 - December 2008
von Braun & Schreiber Private Equity Partners April 2007 - September 2007
Valley Forge Asset Management April 2006 - September 2006
Skills
Financial Modeling, Valuation, Corporate Finance, Portfolio Management, Private Equity, Due Diligence, Investments, Financial Analysis, Venture Capital, LBO, Bloomberg, Financial Institutions, Alternative Investments, Financial Technology, Asset Management, Real Estate Private..., Investment Banking
Education
Vanderbilt University - Owen Graduate School of Management 2011 — 2013
MBA Candidate 2013, Finance, Accounting
Drexel University 2004 — 2008
B.S., Business & Engineering
Choate Rosemary Hall 2001 — 2004
Huron High School
EDMC January 2013 - Present
Valley Forge Asset Management November 2007 - January 2012
Valley Forge Asset Management November 2004 - November 2007
Marriott International September 1999 - May 2003
Education
West Chester University of Pennsylvania 2004 — 2005
Education
Slippery Rock University of Pennsylvania 1992 — 1996
BS, Resort Recreation and Tourism
Valley Forge Asset Management 2004 - Present
Waddell & Reed 2002 - 2004
Skills
Series 7, Series 24, Series 53, Series 55, Series 66, Wealth Management, Investments, Portfolio Management, Fixed Income, Equities, Securities, Research, Sales, Client Serivce, Bloomberg, Advent, Asset Allocation, Asset Management, Investment Advisory, Investment Management
Education
Villanova University 2005 — 2008
MBA, Finance
Penn State University 1997 — 2001
BS, Finance
Valley Forge Asset Management September 2011 - Present
Assurant Solutions, Wireless Division 2008 - 2011
Lubert-Adler; Realtech; HTH 2005 - 2008
CD Ventures (private equity investment company) 2000 - 2005
Automated Financial Systems, Inc. (AFS) 1989 - 2000
Arena CPA Firm October 1986 - September 1989
Skills
Accounting, Budgets, Finance, Cash Flow, Financial Analysis, Process Improvement, Microsoft Excel, Banking, Microsoft Word, Business Analysis, Financial Reporting, General Ledger, Account Reconciliation, Auditing, Sarbanes-Oxley Act
Education
Sain Joseph's University
Accounting and Finance MBA Courses
Saint Joseph's University
BS, Business Management
BlackRock October 2012 - Present
Specialty Audit Services February 2012 - October 2012
Drexel University October 2009 - February 2012
JP Morgan Chase May 2009 - October 2009
ACE International Reinsurance October 2007 - March 2008
Susquehanna International Group October 2006 - March 2007
Valley Forge Asset Management September 2005 - March 2006
Skills
Bloomberg, Investments, Equities, Asset Managment, Financial Modeling, Portfolio Management, Financial Analysis, Fixed Income, Microsoft Excel, Asset Allocation, Securities, Financial Risk, Strategic Financial..., Mutual Funds, Risk Management, PowerPoint, Microsoft Office, Derivatives, Corporate Finance, Financial Reporting
Education
Drexel University - LeBow College of Business 2004 — 2009
Bachelors, Finance and Legal Studies
Valley Forge Asset Management March 2013 - Present
Valley Forge Asset Management September 2010 - March 2013
Valley Forge Asset Management May 2007 - September 2010
Education
Cedarville University 2003 — 2007
Bachelor of Arts, Finance
Lancaster Christian School 1990 — 2003
Tint-Pro, Inc. May 2000 - February 2015
Valley Forge Asset Management 1984 - 1999
Skills
Strategic Planning, New Business Development, Contract Negotiation, Negotiation, Business Strategy, Team Building, Budgets, Business Development, Product Development, Leadership, Customer Service, Purchasing, Microsoft Office, Office Management, Microsoft Excel, Process Scheduler
Education
Kutztown University of Pennsylvania
Kutztown University of Pennsylvania
David's Bridal December 2014 - Present
A & E Supplier LLC February 2010 - Present
David's Bridal April 2013 - November 2014
David's Bridal September 2012 - March 2013
TD Bank Group September 2008 - September 2012
PECO Energy April 2008 - September 2008
Valley Forge Asset Management April 2007 - September 2007
Skills
SDLC, Customer Service, Microsoft Office, Leadership, Banking, Investments, Lotus Notes, SQL, VB.NET, HTML, Visual Basic, Manage Client..., Auditing, Internal Audit, Fraud Detection, Problem Solving, Windows, CRM, Testing, Visio, HRIS, XML, Workforce Management, SnagIt, Test Planning, Microsoft Dynamics NAV, Solarwinds, BMC Remedy Ticketing..., Red Prairie, Data Mapping, Help Desk Support, Vendor Relations, Remote Desktop, JDA, HP Quality Center, Sales, Microsoft Excel, Training, Ceridian, Microsoft Project, WebEx, GoToMeeting
Education
Drexel University 2006 — 2009
Penn State University 2004 — 2006
Valley Forge Asset Management October 2012 - Present
EHD Advisory Services March 2010 - May 2012
Trion, December 2009 - March 2010
Brokerage Concepts, Inc. January 2001 - January 2009
Skills
Employee Benefits, Health Insurance, Life Insurance, Managed Care, Benefits Administration, Defined Contribution, Qualified Retirement..., Retirement, Relationship Management, 401k, Investments, Mutual Funds, 401k Rollovers, Retirement Planning, Health Savings Accounts, Disability Insurance, Insurance, Brokers, Underwriting
Education
Temple University 1996 — 2000
BBA, Risk Management/ Insurance and Finance
PNC December 2013 - Present
Valley Forge Asset Management August 2011 - July 2013
Heritage Financial Consultants LLC October 2006 - July 2011
Citigroup Global Markets, Inc. February 2006 - October 2006
Legg Mason Wood Walker, Inc. July 1999 - February 2006
Mercantile-Safe Deposit & Trust October 1994 - July 1999
T. Rowe Price Associates February 1991 - October 1994
Education
Towson State University 1987 — 1990
Bachelor of Business Administration (B.B.A.), Finance
University of Maryland College Park 1985 — 1987
Valley Forge Asset Management November 2004 - Present
Principal Financial Group August 1989 - October 2002
Skills
401k, ERISA, Pension Administration, Pensions, Profit Sharing, Retirement Plan..., Defined Contribution, Retirement Planning
Education
Cornell University 1974 — 1978
Valley Forge Asset Management 2007 - Present
Skills
Teaching, Public Relations, Strategic Planning, Microsoft Office, Public Speaking, Research, Microsoft Excel, Editing, Event Planning, Customer Service, Asset Management, Entrepreneurship, Investments, Leadership, Leadership Development, Management, Marketing, New Business Development, Portfolio Management, Sales, Staff Development, Strategy, Team Building, Volunteer Management, Fundraising, Nonprofits
Education
Bryn Mawr College 1977 — 1980
Master of Arts (MA), Classical, Ancient Mediterranean and Near Eastern Studies and Archaeology
Bowdoin College 1972 — 1976
Bachelor's degree, English Language and Literature/Letters
Valley Forge Asset Management
Skills
Investments, Asset Managment, Series 7, Alternative Investments
Education
University of Pennsylvania - The Wharton School 1952 — 1956
Bachelor's degree-Economics
Valley Forge Asset Management December 1995 - Present
Education
Immaculata University 1988 — 1990
Some College, Accounting and Finance