Valley Forge Asset Management

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Valley Forge Asset Management Employees

Employee
Years
Job
Industry
Robert Natale Robert Natale Brooklyn, New York Details
Robert Natale's Valley Forge Asset Management Experience June 2005 - September 2007
Job Content Coordinator at Warby Parker
Industry Apparel & Fashion
Experience
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

Allison Francis Allison Francis Greater Philadelphia Area Details
Allison Francis's Valley Forge Asset Management Experience June 2007 - September 2007
Job Marketing Intern at New Era Tickets / FanOne Marketing (ComcastSpectacor)
Industry Sports
Experience
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

Jeremy Gajkowski, CFP® Jeremy Gajkowski, CFP® Conshohocken, Pennsylvania Details
Jeremy Gajkowski, CFP®'s Valley Forge Asset Management Experience 2001 - 2003
Job Vice President, Portfolio Management at Hirtle, Callaghan & Co.
Industry Investment Management
Experience
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

Kevin Mullin, CPA, CFE Kevin Mullin, CPA, CFE Greater Philadelphia Area Details
Kevin Mullin, CPA, CFE's Valley Forge Asset Management Experience September 2000 - October 2002
Job Audit Manager at CliftonLarsonAllen
Industry Accounting
Experience
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

Jessica L. Earl, QKA, QPA, ERPA Jessica L. Earl, QKA, QPA, ERPA Orlando, Florida Area Details
Jessica L. Earl, QKA, QPA, ERPA's Valley Forge Asset Management Experience August 1998 - July 2004
Job Pension Administrator II at K B Pension Services, Inc
Industry Financial Services
Experience
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

Lisa A. Broome, CFP® Lisa A. Broome, CFP® Greater Philadelphia Area Details
Lisa A. Broome, CFP®'s Valley Forge Asset Management Experience 1996 - 2000
Job Director of Investments at GoalQueste
Industry Investment Management
Experience
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

Brendan Moleski Brendan Moleski Greater Philadelphia Area Details
Brendan Moleski's Valley Forge Asset Management Experience October 2012 - June 2013
Job Institutional Trader at Capital Analysts
Industry Investment Management
Experience
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

Frédéric Rousselin Frédéric Rousselin State College, Pennsylvania Area Details
Frédéric Rousselin's Valley Forge Asset Management Experience November 1999 - May 2004
Job Senior Investment Advisor at PNC Wealth Management
Industry Financial Services
Experience
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

Paul Cook, AIF® Paul Cook, AIF® Greater Philadelphia Area Details
Paul Cook, AIF®'s Valley Forge Asset Management Experience November 1999 - October 2005
Job Regional Director at Brinker Capital
Industry Financial Services
Experience
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

Charles P. Boinske, CFA Charles P. Boinske, CFA Wayne, Pennsylvania Details
Charles P. Boinske, CFA's Valley Forge Asset Management Experience 1989 - 1993
Job Seasoned Wealth & Investment Advisor | Global Financial Keynote Speaker | President of Independence Advisors, LLC
Industry Financial Services
Experience
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

Derek Moyer Derek Moyer King Of Prussia, Pennsylvania Details
Derek Moyer's Valley Forge Asset Management Experience June 2014 - Present
Job Account Executive at Valley Forge Asset Management
Industry Financial Services
Experience
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

David Andrew Werner David Andrew Werner Philadelphia, Pennsylvania Details
David Andrew Werner's Valley Forge Asset Management Experience May 2008 - August 2008
Job Associate at CBRE Clarion Securities
Industry Investment Management
Experience
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.

Jessica Wampler Jessica Wampler Greater Philadelphia Area Details
Jessica Wampler's Valley Forge Asset Management Experience October 2012 - Present
Job Administrative Coordinator at Valley Forge Asset Management
Industry Financial Services
Experience
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

Inga Casapu Inga Casapu Philadelphia, Pennsylvania Details
Inga Casapu's Valley Forge Asset Management Experience March 2009 - September 2009
Job Asset & Fund Services at BNP Paribas
Industry Financial Services
Experience
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

LaShauna Thomas, MBA LaShauna Thomas, MBA Greater Philadelphia Area Details
LaShauna Thomas, MBA's Valley Forge Asset Management Experience December 2011 - August 2013
Job Quality Assurance Associate II at PNC
Industry Financial Services
Experience
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

Kelly Waltrich Kelly Waltrich Greater Philadelphia Area Details
Kelly Waltrich's Valley Forge Asset Management Experience August 2005 - September 2007
Job Marketing and Communications
Industry Financial Services
Experience
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

Katherine Marosky Katherine Marosky Greater Philadelphia Area Details
Katherine Marosky's Valley Forge Asset Management Experience June 2006 - May 2009
Job Human Resources at Comcast Cable
Industry Human Resources
Experience
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

Sarah Simon Sarah Simon Greater Philadelphia Area Details
Sarah Simon's Valley Forge Asset Management Experience November 2010 - April 2012
Job
Industry Venture Capital & Private Equity
Experience
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

Gerard Sweeney jr Gerard Sweeney jr Haverford, Pennsylvania Details
Gerard Sweeney jr's Valley Forge Asset Management Experience December 2013 - March 2015
Job Financial Analyst at Cushman & Wakefield
Industry Real Estate
Experience
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

Colleen Mullin Colleen Mullin Greater Philadelphia Area Details
Colleen Mullin's Valley Forge Asset Management Experience 2001 - 2002
Job Financial Services Professional
Industry Financial Services
Experience
Mullin, Inc.   May 2009 - Present
uFinancial Group  2009 - 2011
Planco, The Hartford   2007 - May 2009
The Hartford  2005 - 2007
The Hartford  2003 - 2005
Group Benefits Financial   2002 - 2003
Valley Forge Asset Management   2001 - 2002

Skills
Retirement Planning, 401k, Strategic Financial..., Retirement, Marketing, Strategy, Sales, FINRA, Product Management, Cross-functional Team..., College Savings Plans, Competitive Analysis, Estate Planning, Start-ups, Analysis, Finance, Enterprise Software, Mutual Funds, Fixed Annuities, Insurance, Financial Services, Variable Products, Series 65, Series 6, Series 63, Project Management

Education
California University of Pennsylvania   1997 — 2000
BS, Business Management

Bruce L. Marra Bruce L. Marra West Chester, Pennsylvania Details
Bruce L. Marra's Valley Forge Asset Management Experience 1992 - 1994
Job President at West Chester Capital Advisors, Inc.
Industry Investment Management
Experience
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

Julie Tighe Julie Tighe Collegeville, Pennsylvania Details
Julie Tighe's Valley Forge Asset Management Experience July 2008 - September 2011
Job CPA
Industry Accounting
Experience
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

Graham Hurtt Graham Hurtt Greater New York City Area Details
Graham Hurtt's Valley Forge Asset Management Experience April 2006 - September 2006
Job Associate Investment Banking Division Financial Institutions Group at Goldman Sachs
Industry Investment Banking
Experience
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

Christine Rooney Christine Rooney Greater Philadelphia Area Details
Christine Rooney's Valley Forge Asset Management Experience November 2007 - January 2012
Job Executive Assistant, Marketing Department at EDMC
Industry Investment Management
Experience
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

Jason Pepe Jason Pepe Greater Philadelphia Area Details
Jason Pepe's Valley Forge Asset Management Experience 2004 - Present
Job VP & Portfolio Manager at Valley Forge Asset Management
Industry Investment Management
Experience
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

Cathy Devine Cathy Devine Greater Philadelphia Area Details
Cathy Devine's Valley Forge Asset Management Experience September 2011 - Present
Job Accountant at Valley Forge Asset Management
Industry Accounting
Experience
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

Florentina C. Mateiuc Florentina C. Mateiuc Greater Philadelphia Area Details
Florentina C. Mateiuc's Valley Forge Asset Management Experience September 2005 - March 2006
Job Equity Operations Analyst at BlackRock
Industry Financial Services
Experience
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

Chad Imgrund Chad Imgrund Greater Philadelphia Area Details
Chad Imgrund's Valley Forge Asset Management Experience March 2013 - Present
Job Vice President & Portfolio Manager at Valley Forge Asset Management, LLC
Industry Investment Management
Experience
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

Mindy Swartley Mindy Swartley Greater Philadelphia Area Details
Mindy Swartley's Valley Forge Asset Management Experience 1984 - 1999
Job Helping Clients with Creative & Customized Benefit Solutions!
Industry Insurance
Experience
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

Divyang (Div) Oza Divyang (Div) Oza Greater Philadelphia Area Details
Divyang (Div) Oza's Valley Forge Asset Management Experience April 2007 - September 2007
Job IT Consultant
Industry Information Technology and Services
Experience
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

Christopher Stauffer, AIF®, QPFC, CRPC Christopher Stauffer, AIF®, QPFC, CRPC Greater Philadelphia Area Details
Christopher Stauffer, AIF®, QPFC, CRPC's Valley Forge Asset Management Experience October 2012 - Present
Job Retirement Plan Specialist at Valley Forge Asset Management
Industry Investment Management
Experience
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

Dennis G. Carter, Jr., CFP(R), CMFC(R) Dennis G. Carter, Jr., CFP(R), CMFC(R) Lutherville Timonium, Maryland Details
Dennis G. Carter, Jr., CFP(R), CMFC(R)'s Valley Forge Asset Management Experience August 2011 - July 2013
Job Vice President Sr. Relationship Manager at PNC
Industry Investment Management
Experience
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

Kurt Fraczkowski Kurt Fraczkowski Wilmington, Delaware Details
Kurt Fraczkowski's Valley Forge Asset Management Experience November 2004 - Present
Job Pension Administrator at Valley Forge Asset Management
Industry Investment Management
Experience
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

Jeffrey McCallum Jeffrey McCallum United States Details
Jeffrey McCallum's Valley Forge Asset Management Experience 2007 - Present
Job SVP at Valley Forge Asset Management
Industry
Experience
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

Donald Born Donald Born Wayne, Pennsylvania Details
Donald Born's Valley Forge Asset Management Experience
Job SVP, Director at Valley Forge Asset Management
Industry Investment Management
Experience
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

Christine McEwan Christine McEwan Downingtown, Pennsylvania Details
Christine McEwan's Valley Forge Asset Management Experience December 1995 - Present
Job Sales Assistsnt at Valley Forge Asset Management
Industry Investment Management
Experience
Valley Forge Asset Management   December 1995 - Present

Education
Immaculata University   1988 — 1990
Some College, Accounting and Finance