Valley National Financial Advisors
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
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
Valley National Financial Advisors
Education
Lehigh University
Ridgefield High School
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Valley National Financial Advisors May 2000 - Present
Education
The American College