Valley National Financial Advisors

Description

Address: 1655 Valley Center Pkwy #100, Bethlehem, PA 18017 Hours: Closed ⋅ Opens 8AM Mon SaturdayClosedSundayClosedMonday8AM–4PMTuesday8AM–4PMWednesday8AM–4PMThursday8AM–4PMFriday8AM–4PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (610) 868-9000Category: : : Place name: Website: : : : : Website: http://www.valleynationalgroup.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Valley National Financial Advisors Posting publicly on the Web Write a review Reviews Be the first to review

Valley National Financial Advisors List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Valley National Financial Advisors. You can filter them based on skills, years of employment, job, education, department, and prior employment.

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Valley National Financial Advisors Employees

Employee
Years
Job
Industry
Connor Darrell Connor Darrell Bethlehem, Pennsylvania Details
Connor Darrell's Valley National Financial Advisors Experience June 2014 - Present
Job Associate at Valley National Financial Advisors
Industry Financial Services
Experience
Valley National Financial Advisors   June 2014 - Present
Robert Wood Johnson Foundation  June 2013 - August 2013
OPEN MINDS Circle  January 2013 - May 2013
State of New Jersey  May 2012 - August 2012
Port Newark Container Terminal  May 2011 - August 2011

Skills
Financial Analysis, Data Analysis, Microsoft Office, Economic Research, Financial Modeling, Public Speaking, Team Leadership, Statistical Data..., Research

Education
Gettysburg College   2010 — 2014
Bachelor of Arts (B.A.), Economics, 3.5 GPA

Matthew Petrozelli Matthew Petrozelli Bethlehem, Pennsylvania Details
Matthew Petrozelli's Valley National Financial Advisors Experience
Job Executive VicePresident and Chief Operating Officer at Valley National Financial Advisors
Industry Financial Services
Experience
Valley National Financial Advisors  

Education
Lehigh University

Ridgefield High School

Andrea (Schumann) Reid Andrea (Schumann) Reid Bethlehem, Pennsylvania Details
Andrea (Schumann) Reid's Valley National Financial Advisors Experience November 2007 - March 2013
Job PR Officer at The Provident Bank
Industry Financial Services
Experience
The Provident Bank  September 2014 - Present
The Provident Bank  September 2014 - Present
Team Capital Bank  March 2013 - September 2014
Valley National Financial Advisors   November 2007 - March 2013
Independent Performing Arts Professional  2004 - 2013

Skills
Marketing Communications, Social Media Marketing, Marketing Strategy, Email Marketing, Online Marketing, Marketing, Financial Services, Online Advertising, Advertising, Market Research, Social Media, New Business Development, Building Relationships, Strategy, Photography, Concierge Services, Event Designing, Event Management, Events Coordination, Branding & Identity, Development of..., Event Planning, Corporate Communications, Community Banking, Public Records, Public Speaking, Public Relations

Education
Moravian College   2004 — 2006
Bachelors, Business Management

The George Washington University - School of Business   2002 — 2004
Marketing

Freedom High School   1999 — 2002

Judianne Harris Judianne Harris Bethlehem, Pennsylvania Details
Judianne Harris's Valley National Financial Advisors Experience April 2013 - Present
Job Director of Marketing & HR
Industry Public Relations and Communications
Experience
Valley National Financial Advisors   April 2013 - Present
imagevolution   2013 - 2014
Judianne Harris Public Relations   November 2011 - 2014
Center for Integrative Care (Mancini Acupuncture)   November 2006 - November 2011
Tribune Interactive  November 2004 - November 2006
Society for News Design's Best of New Media Design Competition   2003 - 2006
University of Denver, Digital Media Studies Program   2003 - 2004
Heinrich Marketing  2002 - 2003
Information Handling Services  2001 - 2002
Advanstar Communications  2001 - 2001

Skills
Public Relations, Media Relations, Writing, Editing, Digital Media, Copywriting, Copy Editing, Web Content, Proofreading, Journalism, Marketing Strategy, Marketing, HTML, WordPress

Education
Chapman University
Bachelor of Arts, English, Journalism

University of Denver
Master of Arts, Digital Media Studies

Michael Ippoliti, CFP® Michael Ippoliti, CFP® Bethlehem, Pennsylvania Details
Michael Ippoliti, CFP®'s Valley National Financial Advisors Experience 2003 - Present
Job Vice President | Wealth Manager and Financial Planner at Valley National Financial Advisors
Industry Financial Services
Experience
Valley National Financial Advisors   2003 - Present

Skills
Estate Planning, Strategic Financial..., Financial Analysis, Wealth Management, Financial Advisory, Retirement, Finance

Education
Lehigh University
MBA

Moravian College

Penn State University
BS Engineering

Roxie Munoz Roxie Munoz Bethlehem, Pennsylvania Details
Roxie Munoz's Valley National Financial Advisors Experience May 2000 - Present
Job Assistant Vice President Insurance Manager at Valley National Financial Advisors
Industry Financial Services
Experience
Valley National Financial Advisors   May 2000 - Present

Skills
Insurance, Risk Management, Needs Analysis, Fixed Annuities, Disability Insurance

Education
The American College   1992 — 1995
CLU Designation, Insurance and Financial Planning

Life Management Institute   1986 — 1989
FLMI Designation, Insurance

David Givler David Givler Bethlehem, Pennsylvania Details
David Givler's Valley National Financial Advisors Experience June 2015 - Present
Job Associate at Valley National Financial Advisors
Industry Financial Services
Experience
Valley National Financial Advisors   June 2015 - Present
Lehigh Valley Economic Development Corp.  August 2014 - June 2015
Moravian College  January 2013 - January 2015
Moravian College  August 2011 - January 2015
Moravian College  June 2013 - September 2014
Moravian College  August 2012 - December 2013
Active Learning Centers  June 2012 - August 2012

Skills
Microsoft Excel, Economics, Public Speaking, PowerPoint, Teamwork, Higher Education, Communication, Research, Sports, Teaching, Sales

Education
Moravian College   2011 — 2015

Jeremy Goral Jeremy Goral Bethlehem, Pennsylvania Details
Jeremy Goral's Valley National Financial Advisors Experience June 2015 - Present
Job Associate at Valley National Financial Advisors
Industry Financial Services
Experience
Valley National Financial Advisors   June 2015 - Present
University of Pittsburgh  August 2011 - Present
Prudential - McNamara Financial Group   June 2014 - August 2014

Skills
Critical Thinking, Microsoft Office, Data Analysis, Teamwork, PowerPoint, Research, Microsoft Excel, Statistics, Public Speaking, Facebook, Microsoft Word, Time Management, Social Media, Event Planning, Higher Education, SPSS, Student Affairs, Access, Social Networking

Education
University of Pittsburgh   2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance

Laura Morganelli Laura Morganelli Bethlehem, Pennsylvania Details
Laura Morganelli's Valley National Financial Advisors Experience July 2013 - August 2015
Job Associate Advisor at Abacus Wealth Partners
Industry Financial Services
Experience
Abacus Wealth Partners  September 2015 - Present
Valley National Financial Advisors   July 2013 - August 2015
B. Braun Medical  May 2012 - April 2013
North American Specialty Glass  August 2011 - December 2011

Skills
Series 7, Series 66, NaviPlan, Microsoft Excel, PowerPoint, Microsoft Word, Money Guide Pro, Microsoft CRM, Time Management, Outlook, Microsoft Office

Education
DeSales University   2009 — 2013
Bachelor of Science (BS), Accounting

Notre Dame High School   2005 — 2009

Doug Marcincin Doug Marcincin Greater New York City Area Details
Doug Marcincin's Valley National Financial Advisors Experience July 2013 - December 2014
Job Audit | Financial Services
Industry Financial Services
Experience
Deloitte  January 2015 - Present
Valley National Financial Advisors   July 2013 - December 2014
Lehigh University  August 2012 - December 2014
Mahorsky Group Inc.   October 2012 - November 2012
ABEC  June 2011 - August 2011

Skills
Finance, Auditing, Accounting, Fixed Income, Microsoft Office, Outlook, Investments, CPA, CFP, CFA, Mathematics, Workshops, Surety Bonds, Bonds, Corporate Finance, Financial Statement..., Golf

Education
Lehigh University   2008 — 2013
Bachelor's of Science in Economics and Business, Accounting and Finance

Spencer Liddic Spencer Liddic New York, New York Details
Spencer Liddic's Valley National Financial Advisors Experience January 2011 - November 2012
Job Associate, Cash and Liquidity Markets at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan   May 2015 - Present
Liddic Enterprises LLC   September 2011 - Present
JPMorgan Chase & Co.   February 2014 - April 2015
JPMorgan Chase  July 2012 - February 2014
Valley National Financial Advisors   January 2011 - November 2012
Excalibur Insurance Summer 2010   May 2010 - August 2010

Skills
Analysis, Economics, Microsoft Excel, Leadership, Risk Management, Finance, Financial Analysis, Management, Access

Education
Muhlenberg College   2008 — 2012
Bachelor of Arts, Finance and Business; Entrepreneurial Studies

Laurie Siebert, CPA, CFP®, AEP® Laurie Siebert, CPA, CFP®, AEP® Bethlehem, Pennsylvania Details
Laurie Siebert, CPA, CFP®, AEP®'s Valley National Financial Advisors Experience January 2000 - Present
Job Senior VP at Valley National Financial Advisors and Radio Show Host
Industry Financial Services
Experience
Valley National Financial Advisors   January 2000 - Present
Noonan and Prokup Law Offices   March 1991 - January 2000

Skills
Strategic Financial..., Retirement Planning, Wealth Management, Estate Planning, Financial Advisory, Series 63, Series 7, Tax Planning and...

Education
Western Michigan University   1981 — 1985
BBA, Accounting

Kalamazoo College   1979 — 1980
General

Ben Tenaglia III Ben Tenaglia III Bethlehem, Pennsylvania Details
Ben Tenaglia III's Valley National Financial Advisors Experience May 2013 - August 2015
Job Portfolio Manager
Industry Financial Services
Experience
Bethlehem Area Education Foundation   2012 - Present
Valley National Financial Advisors   May 2013 - August 2015
Peapack-Gladstone Bank  April 2009 - May 2013
Bethlehem Area School District  August 2010 - December 2011
Bethlehem Area School District  March 2008 - December 2009
US Trust Bank of America Private Wealth Management  2000 - March 2009
Janney Montgomery Scott  1989 - 2000
First Eastern Bank  1987 - 1989
Northern Central Bank   1983 - 1987

Skills
Investments, Strategic Financial..., Portfolio Management, Investment Advisory, Wealth Management, Financial Analysis, Asset Managment, Asset Management

Education
Villanova University   1972 — 1974
BS, Business Admin (Accounting)

United States Naval Academy

Rod Young, CPA/PFS, CFP® Rod Young, CPA/PFS, CFP® Bethlehem, Pennsylvania Details
Rod Young, CPA/PFS, CFP®'s Valley National Financial Advisors Experience October 2008 - Present
Job Senior Vice President at Valley National Financial Advisors
Industry Financial Services
Experience
Valley National Financial Advisors   October 2008 - Present
Andesa Strategies, Inc.   October 1987 - October 2008
Deloitte Haskins & Sells  January 1986 - October 1987

Skills
Financial Planning, Retirement Planning, Portfolio Management, Tax Planning, Estate Planning, Executive Benefits, Corporate Benefits, Education Planning, Certified Public..., Certified Financial..., Personal Financial..., Wealth Management

Education
Penn State University   1983 — 1986
B.S., Accounting

Alicia Hensel Alicia Hensel Greater New York City Area Details
Alicia Hensel's Valley National Financial Advisors Experience January 2013 - April 2013
Job M&S Incentive Compensation Analyst
Industry Accounting
Experience
Saviance Technologies @ Sanofi Pasteur   June 2014 - Present
Self Employed  May 2010 - Present
Valley National Financial Advisors   January 2013 - April 2013
Allied Tax & Notary Corp   February 2011 - August 2011
Intuit  December 2010 - February 2011
Intuit  December 2008 - April 2009
Merwine, Hanyon, & Kaspszyk, LLP   July 2007 - October 2008
Intuit  December 2007 - April 2008
Intuit  December 2006 - April 2007
Jackson Hewitt  January 2005 - April 2005

Skills
Tax Preparation, QuickBooks, Bookkeeping, IRS, Quicken, Corporate Tax, Income Tax, Accounting, Tax Accounting, Tax, Tax Returns, Sales Tax

Education
Marywood University   2010 — 2014
Bachelor's of Business Administration, Accounting

Northampton Community College   2002 — 2009
Associates, Accounting

Alex Kolbovsky Alex Kolbovsky Greater New York City Area Details
Alex Kolbovsky's Valley National Financial Advisors Experience September 2006 - May 2008
Job Supervisor at Anchin, Block & Anchin LLP
Industry Accounting
Experience
Anchin, Block & Anchin LLP   November 2009 - Present
BASES  May 2008 - August 2008
Valley National Financial Advisors   September 2006 - May 2008

Skills
Income Tax, GoSystems, Partnership Tax Returns, General Ledger, Real Estate, Engagement, Fixed Assets, Tax Preparation, Auditing, Reviews, Compilation Of..., Tax, Financial Statements, Accounting

Education
Lehigh University - College of Business and Economics   2005 — 2009
BS, Accounting

Roxie Munoz Roxie Munoz Kutztown, Pennsylvania Details
Roxie Munoz's Valley National Financial Advisors Experience May 2000 - Present
Job Assistant Vice President at Valley National Financial Advisors
Industry Insurance
Experience
Valley National Financial Advisors   May 2000 - Present

Education
The American College