Windsor Financial Group
Description
Address: 333 S 7th St #2900, Minneapolis, MN 55402 Hours: Closed ⋅ Opens 8AM Friday8AM–5PMSaturdayClosedSundayClosedMonday8AM–5PMTuesday8AM–5PMWednesday8AM–5PMThursday8AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (612) 347-7979Place name: : : : : : : Website: Category: Website: http://www.wfgweb.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. · Own this business? Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Windsor Financial Group, LLC Posting publicly on the Web Write a review Reviews Be the first to review
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Windsor Financial Group Employees
Employee
Years
Job
Industry
Kristen Hendrickson, CFA Kristen Hendrickson, CFA's Windsor Financial Group Experience October 2004 - October 2007
Job Research Analyst at The Leuthold Group, LLC
Industry Investment Management
Experience
The Leuthold Group February 2011 - Present
The Leuthold Group November 2007 - February 2011
Windsor Financial Group October 2004 - October 2007
Ameriprise Financial Services, Inc. January 2004 - October 2004
Wells Fargo Home Mortgage May 2001 - January 2004
Skills
Investments, Asset Management, Equities, Bloomberg, Trading
Education
University of Minnesota-Twin Cities 1999 — 2003
Bachelor of Arts (B.A.), Economics with a Quantitative Emphasis
Maple Grove High School 1996 — 1999
The Leuthold Group February 2011 - Present
The Leuthold Group November 2007 - February 2011
Windsor Financial Group October 2004 - October 2007
Ameriprise Financial Services, Inc. January 2004 - October 2004
Wells Fargo Home Mortgage May 2001 - January 2004
Skills
Investments, Asset Management, Equities, Bloomberg, Trading
Education
University of Minnesota-Twin Cities 1999 — 2003
Bachelor of Arts (B.A.), Economics with a Quantitative Emphasis
Maple Grove High School 1996 — 1999
Arielle Koganski Arielle Koganski's Windsor Financial Group Experience May 2014 - August 2014
Job Student at Bentley University
Industry Financial Services
Experience
Lenox Advisors June 2015 - Present
Windsor Financial Group May 2014 - August 2014
Breezy Point Day Camp June 2009 - August 2013
Newtown Internal Medicine September 2008 - August 2012
Newtown Athletic Club September 2011 - March 2012
Skills
Microsoft Excel, Leadership, PowerPoint, Microsoft Word, Nonprofits, Bloomberg, Teamwork, Life Insurance, Disability Income..., Outlook, Research, Customer Service, Microsoft Office, Public Speaking, Social Media, Time Management
Education
Bentley University 2012 — 2016
Bachelor's Degree, Economics-Finance, Junior
NYU Stern School of Business 2011 — 2011
Lenox Advisors June 2015 - Present
Windsor Financial Group May 2014 - August 2014
Breezy Point Day Camp June 2009 - August 2013
Newtown Internal Medicine September 2008 - August 2012
Newtown Athletic Club September 2011 - March 2012
Skills
Microsoft Excel, Leadership, PowerPoint, Microsoft Word, Nonprofits, Bloomberg, Teamwork, Life Insurance, Disability Income..., Outlook, Research, Customer Service, Microsoft Office, Public Speaking, Social Media, Time Management
Education
Bentley University 2012 — 2016
Bachelor's Degree, Economics-Finance, Junior
NYU Stern School of Business 2011 — 2011
Stephen Dalziel Stephen Dalziel's Windsor Financial Group Experience March 2015 - Present
Job Financial Advisor | Management | MBA
Industry Financial Services
Experience
Windsor Financial Group March 2015 - Present
Chilasa Venture Philanthropy February 2014 - Present
i-Solarlite September 2013 - Present
Hult International Business School August 2012 - August 2013
Third Federal Bank May 2009 - August 2012
Third Federal Bank July 2006 - May 2009
Skills
Retail Banking, Client Relationship..., Banking, Business Development, Customer Service, Sales Management, Management, CRM, Teamwork, Marketing, Marketing Strategy, Research, Team Leadership, Analysis, Team Building, Leadership, Business Planning, Sales, Strategic Planning, Coaching, Social Media, Social Networking, Public Relations, Strategy, Business Strategy, New Business Development, Market Research, Project Management, Finance, Financial Analysis, Business Analysis, Microsoft Office, International Business
Education
Hult International Business School 2012 — 2013
Master of Business Administration (MBA)
Temple University 2001 — 2006
Bachelors of Arts, History * Concentration in Islamic History
Temple University Japan - Tokyo 2005 — 2005
Bachelor of Arts (BA), Modern Japanese History
Chestnut Hill Academy 1998 — 2001
Dulwich College 1995 — 1998
Windsor Financial Group March 2015 - Present
Chilasa Venture Philanthropy February 2014 - Present
i-Solarlite September 2013 - Present
Hult International Business School August 2012 - August 2013
Third Federal Bank May 2009 - August 2012
Third Federal Bank July 2006 - May 2009
Skills
Retail Banking, Client Relationship..., Banking, Business Development, Customer Service, Sales Management, Management, CRM, Teamwork, Marketing, Marketing Strategy, Research, Team Leadership, Analysis, Team Building, Leadership, Business Planning, Sales, Strategic Planning, Coaching, Social Media, Social Networking, Public Relations, Strategy, Business Strategy, New Business Development, Market Research, Project Management, Finance, Financial Analysis, Business Analysis, Microsoft Office, International Business
Education
Hult International Business School 2012 — 2013
Master of Business Administration (MBA)
Temple University 2001 — 2006
Bachelors of Arts, History * Concentration in Islamic History
Temple University Japan - Tokyo 2005 — 2005
Bachelor of Arts (BA), Modern Japanese History
Chestnut Hill Academy 1998 — 2001
Dulwich College 1995 — 1998
Dirk Nicholas's Windsor Financial Group Experience June 2013 - August 2013
Job Operations Analyst at Susquehanna International Group, LLP (SIG)
Industry Financial Services
Experience
Susquehanna International Group, LLP (SIG) July 2014 - Present
Windsor Financial Group June 2013 - August 2013
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Financial Modeling, Microsoft Office, Financial Analysis, Analysis
Education
Georgetown University - The McDonough School of Business 2010 — 2014
Bachelor's degree, Finance
Susquehanna International Group, LLP (SIG) July 2014 - Present
Windsor Financial Group June 2013 - August 2013
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Financial Modeling, Microsoft Office, Financial Analysis, Analysis
Education
Georgetown University - The McDonough School of Business 2010 — 2014
Bachelor's degree, Finance
Brad Gery Brad Gery's Windsor Financial Group Experience March 2012 - December 2012
Job Internal Wholesaler at Pacer Financial
Industry Financial Services
Experience
Pacer Financial May 2013 - Present
David Zeidman Entertainment October 2006 - Present
Windsor Financial Group March 2012 - December 2012
Ameriprise Financial April 2007 - July 2008
Hale Inc April 2006 - August 2006
Skills
Series 7, Whole Life, Term Life Insurance, Annuities, Disability Insurance, Health Insurance, Long Term Care Insurance, Series 66, ETNs, Fixed Annuities, Leadership, Mutual Funds
Education
University of Delaware's Professional and Continuing Studies 2009 — 2010
Certificate, Financial Planning
University of Delaware 2005 — 2009
B.S, Finance; International Management and International Financial Management
University of Delaware - Lerner College of Business and Economics 2005 — 2009
Bachelors of Science, Finance
Pacer Financial May 2013 - Present
David Zeidman Entertainment October 2006 - Present
Windsor Financial Group March 2012 - December 2012
Ameriprise Financial April 2007 - July 2008
Hale Inc April 2006 - August 2006
Skills
Series 7, Whole Life, Term Life Insurance, Annuities, Disability Insurance, Health Insurance, Long Term Care Insurance, Series 66, ETNs, Fixed Annuities, Leadership, Mutual Funds
Education
University of Delaware's Professional and Continuing Studies 2009 — 2010
Certificate, Financial Planning
University of Delaware 2005 — 2009
B.S, Finance; International Management and International Financial Management
University of Delaware - Lerner College of Business and Economics 2005 — 2009
Bachelors of Science, Finance
Laura Mack's Windsor Financial Group Experience June 2015 - Present
Job Financial Services Professional at Windsor Financial Group
Industry Financial Services
Experience
Windsor Financial Group June 2015 - Present
The Wharton School January 2006 - June 2013
LKM Creative Solutions January 1999 - December 2005
Quality Products, Interlink and Denview in Moscow, Russia January 1993 - December 1997
Denview January 1996 - October 1997
Skills
Fundraising, Event Planning, Event Management, Leadership, Nonprofits, Research, Public Relations, Social Networking, Strategic Planning, Non-profits, Project Planning, Marketing, Sales, Business Strategy, Social Media, Marketing Strategy, Due Diligence, Analysis, Business Planning, New Business Development, Editing, Teaching, Start-ups, Management, Writing, Budgets, Strategy, Blogging, Recruiting, Brand Management, Planning, Budgeting, Customer Relations, photography, Market Research, Entrepreneur, Entrepreneurship, Photography, Customer Service
Education
University of Pennsylvania
Bachelor of Arts (B.A.)
University of Pennsylvania - The Wharton School
Certificate
University of St. Andrews
Rotary International Scholarship representing Haddonfield, NJ
Pushkin State Russian Language Institute
n/a
Haddonfield Memorial High School
Windsor Financial Group June 2015 - Present
The Wharton School January 2006 - June 2013
LKM Creative Solutions January 1999 - December 2005
Quality Products, Interlink and Denview in Moscow, Russia January 1993 - December 1997
Denview January 1996 - October 1997
Skills
Fundraising, Event Planning, Event Management, Leadership, Nonprofits, Research, Public Relations, Social Networking, Strategic Planning, Non-profits, Project Planning, Marketing, Sales, Business Strategy, Social Media, Marketing Strategy, Due Diligence, Analysis, Business Planning, New Business Development, Editing, Teaching, Start-ups, Management, Writing, Budgets, Strategy, Blogging, Recruiting, Brand Management, Planning, Budgeting, Customer Relations, photography, Market Research, Entrepreneur, Entrepreneurship, Photography, Customer Service
Education
University of Pennsylvania
Bachelor of Arts (B.A.)
University of Pennsylvania - The Wharton School
Certificate
University of St. Andrews
Rotary International Scholarship representing Haddonfield, NJ
Pushkin State Russian Language Institute
n/a
Haddonfield Memorial High School
Daniel Sturm, ChFC® Daniel Sturm, ChFC®'s Windsor Financial Group Experience November 2014 - Present
Job Financial Services Professional at Windsor Financial Group
Industry Financial Services
Experience
Windsor Financial Group November 2014 - Present
Creative Financial Group March 2011 - November 2014
CT Student Services, LLC December 2009 - October 2010
Education
Penn State University 2005 — 2009
BS in Economics, Economics, Spanish, Finance
Windsor Financial Group November 2014 - Present
Creative Financial Group March 2011 - November 2014
CT Student Services, LLC December 2009 - October 2010
Education
Penn State University 2005 — 2009
BS in Economics, Economics, Spanish, Finance
Andi Augustine Andi Augustine's Windsor Financial Group Experience January 2013 - Present
Job Producer for Windsor Financial Group of MassMutual
Industry Financial Services
Experience
Windsor Financial Group January 2013 - Present
Skills
Business Succession, Small Business, Finance, Life Insurance, Customer Service, Disability Insurance, Retirement, Sales, Insurance, Social Networking, Long Term Care Insurance, Employee Benefits, Social Media, Long-term Care
Education
Temple University, College of Liberal Arts
Bachelor of the Arts, History
University of Delaware 2003 — 2006
Conwell Egan Catholic, Fairless Hills, PA 1999 — 2003
Windsor Financial Group January 2013 - Present
Skills
Business Succession, Small Business, Finance, Life Insurance, Customer Service, Disability Insurance, Retirement, Sales, Insurance, Social Networking, Long Term Care Insurance, Employee Benefits, Social Media, Long-term Care
Education
Temple University, College of Liberal Arts
Bachelor of the Arts, History
University of Delaware 2003 — 2006
Conwell Egan Catholic, Fairless Hills, PA 1999 — 2003
Chris Shields Chris Shields's Windsor Financial Group Experience February 2013 - Present
Job Financial Services Professional at Windsor Financial Group
Industry Insurance
Experience
Windsor Financial Group February 2013 - Present
Saint Jerome's Grade School August 2007 - Present
Huntingdon Valley Country Club May 2010 - January 2014
Philadelphia Quartet Club April 2007 - October 2011
Jersey Girl Drinks and Dining May 2009 - October 2009
Skills
Customer Service, Public Relations, Social Media, Social Networking, Microsoft Office, Recruiting, Food & Beverage, Strategic Planning, Insurance, Microsoft Excel, Microsoft Word, Negotiation, Restaurants, Catering, Restaurant Management, Menu Development, Health Insurance, Financial Analysis, Oral & Written..., Hospitality Industry, Networking, OS X, Life Insurance, Financial Services, Financial Risk, Securities, Disability Insurance, Fixed Annuities, Variable Annuities, Indexed Annuities, Annuity Sales, Equity Indexed Annuities, Retirement Planning, Retirement Savings, College Savings Plans, Strategic Financial..., Communication, Financial Planning
Education
Temple University 2009 — 2013
Bachelor of Science (B.S.), Secondary Education and Teaching
Temple University 2009 — 2013
Bachelor of Arts (B.A.), English Language and Literature
Father Judge High School 2005 — 2009
High School Diploma
Windsor Financial Group February 2013 - Present
Saint Jerome's Grade School August 2007 - Present
Huntingdon Valley Country Club May 2010 - January 2014
Philadelphia Quartet Club April 2007 - October 2011
Jersey Girl Drinks and Dining May 2009 - October 2009
Skills
Customer Service, Public Relations, Social Media, Social Networking, Microsoft Office, Recruiting, Food & Beverage, Strategic Planning, Insurance, Microsoft Excel, Microsoft Word, Negotiation, Restaurants, Catering, Restaurant Management, Menu Development, Health Insurance, Financial Analysis, Oral & Written..., Hospitality Industry, Networking, OS X, Life Insurance, Financial Services, Financial Risk, Securities, Disability Insurance, Fixed Annuities, Variable Annuities, Indexed Annuities, Annuity Sales, Equity Indexed Annuities, Retirement Planning, Retirement Savings, College Savings Plans, Strategic Financial..., Communication, Financial Planning
Education
Temple University 2009 — 2013
Bachelor of Science (B.S.), Secondary Education and Teaching
Temple University 2009 — 2013
Bachelor of Arts (B.A.), English Language and Literature
Father Judge High School 2005 — 2009
High School Diploma
Holly Betz Holly Betz's Windsor Financial Group Experience July 2013 - Present
Job Landscape Architecture
Industry Architecture & Planning
Experience
Windsor Financial Group July 2013 - Present
Pennsylvania General Store 2009 - July 2013
InSites Studio July 2008 - August 2008
Skills
AutoCAD, Landscape Architecture, SketchUp, Urban Design, Rendering, Landscape Design, Design Research, Adobe Creative Suite
Education
Virginia Tech 2004 — 2009
Bachelor of Landscape Architecture (BLA), Landscape Architecture
University of The Arts
Industrial Design
Windsor Financial Group July 2013 - Present
Pennsylvania General Store 2009 - July 2013
InSites Studio July 2008 - August 2008
Skills
AutoCAD, Landscape Architecture, SketchUp, Urban Design, Rendering, Landscape Design, Design Research, Adobe Creative Suite
Education
Virginia Tech 2004 — 2009
Bachelor of Landscape Architecture (BLA), Landscape Architecture
University of The Arts
Industrial Design
Joel Abboud Joel Abboud's Windsor Financial Group Experience January 2014 - Present
Job Financial Services Professional at Windsor Financial Group
Industry Financial Services
Experience
Windsor Financial Group January 2014 - Present
Philadelphia Insurance Companies August 2010 - February 2013
RGIS April 2005 - August 2010
Skills
Sales, Insurance, Marketing, Account Management, Cold Calling, Marketing Strategy, Customer Satisfaction, New Business Development, Direct Sales, Profit, Inventory Management, Team Leadership, Team Building, Retail, Sales Presentations, Event Planning, Customer Retention, Customer Service
Education
St. Joseph's University 2008 — 2009
Bachelor of Science (BS), Marketing
Windsor Financial Group January 2014 - Present
Philadelphia Insurance Companies August 2010 - February 2013
RGIS April 2005 - August 2010
Skills
Sales, Insurance, Marketing, Account Management, Cold Calling, Marketing Strategy, Customer Satisfaction, New Business Development, Direct Sales, Profit, Inventory Management, Team Leadership, Team Building, Retail, Sales Presentations, Event Planning, Customer Retention, Customer Service
Education
St. Joseph's University 2008 — 2009
Bachelor of Science (BS), Marketing
Bret Farrington Bret Farrington's Windsor Financial Group Experience January 2005 - October 2007
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC March 2013 - Present
J.P. Morgan Private Bank October 2007 - March 2013
Windsor Financial Group January 2005 - October 2007
Piper Jaffray Corporate Client Services March 2001 - December 2004
Wells Fargo Private Asset Management March 1995 - February 2001
Skills
Asset Allocation, Estate Planning, Retirement Planning, Securities, Investment Advisory, Certified Investment..., Private Banking, Business Owner Planning, Gifting Strategies, Cash Flow Analysis, Private Foundations, Asset Protection, Life Insurance, Long Term Care Insurance, Multi-generational..., College Education..., Financial Planning, Financial Goals, Qualified Retirement..., Succession Planning, Alternative Investments, Financial Advisory, Asset Management, Finance, Mutual Funds, Financial Analysis, Investments, Portfolio Management, Equities
Education
Iowa State University - College of Business 1986 — 1990
Bachelor of Business Administration (B.B.A.), Finance, General
Wells Fargo Advisors, LLC March 2013 - Present
J.P. Morgan Private Bank October 2007 - March 2013
Windsor Financial Group January 2005 - October 2007
Piper Jaffray Corporate Client Services March 2001 - December 2004
Wells Fargo Private Asset Management March 1995 - February 2001
Skills
Asset Allocation, Estate Planning, Retirement Planning, Securities, Investment Advisory, Certified Investment..., Private Banking, Business Owner Planning, Gifting Strategies, Cash Flow Analysis, Private Foundations, Asset Protection, Life Insurance, Long Term Care Insurance, Multi-generational..., College Education..., Financial Planning, Financial Goals, Qualified Retirement..., Succession Planning, Alternative Investments, Financial Advisory, Asset Management, Finance, Mutual Funds, Financial Analysis, Investments, Portfolio Management, Equities
Education
Iowa State University - College of Business 1986 — 1990
Bachelor of Business Administration (B.B.A.), Finance, General
Karen H. Sarno Karen H. Sarno's Windsor Financial Group Experience September 1985 - December 1990
Job Pension Administrator at Pension Investors Corporation of Orlando, Inc.
Industry Financial Services
Experience
Pension Investors Corporation of Orlando, Inc. April 1995 - Present
Windsor Financial Group September 1985 - December 1990
UPS March 1970 - July 1983
Skills
Defined Contribution, 401k, Profit Sharing, Pensions, Employee Benefits, Pension Administration, Retirement Plan..., ERISA, Qualified Retirement..., Retirement, Retirement Planning, Pension Schemes, Investment Advisory, Mutual Funds, 401k Rollovers, Document Management
Education
ASPPA 1996 — 2013
QKA, QPFC, 401(k) Administrator, Pension Financial Consultant, Member
College for Financial Planning 1985 — 1986
RP, Financial Planning
Andrew College
Sociology
Pension Investors Corporation of Orlando, Inc. April 1995 - Present
Windsor Financial Group September 1985 - December 1990
UPS March 1970 - July 1983
Skills
Defined Contribution, 401k, Profit Sharing, Pensions, Employee Benefits, Pension Administration, Retirement Plan..., ERISA, Qualified Retirement..., Retirement, Retirement Planning, Pension Schemes, Investment Advisory, Mutual Funds, 401k Rollovers, Document Management
Education
ASPPA 1996 — 2013
QKA, QPFC, 401(k) Administrator, Pension Financial Consultant, Member
College for Financial Planning 1985 — 1986
RP, Financial Planning
Andrew College
Sociology
Shane Lines Shane Lines's Windsor Financial Group Experience February 2008 - November 2008
Job Investment Management Professional
Industry Investment Management
Experience
Windsor Financial Group February 2008 - November 2008
Ameriprise Trust Company June 2005 - June 2006
Ameriprise Financial Services, Inc. 2005 - 2006
Wells Fargo - d.b.a. Lowry Hill September 2002 - June 2005
Lowry Hill 2002 - 2005
Leuthold Weeden Capital Management February 2001 - September 2002
US Bancorp December 1999 - February 2001
US Bank 1997 - February 2001
US Bancorp December 1997 - December 1999
Education
Metropolitan State University
Senior, Business Management
Normandale College
AA, Accounting, Sales and Marketing
Osseo
Windsor Financial Group February 2008 - November 2008
Ameriprise Trust Company June 2005 - June 2006
Ameriprise Financial Services, Inc. 2005 - 2006
Wells Fargo - d.b.a. Lowry Hill September 2002 - June 2005
Lowry Hill 2002 - 2005
Leuthold Weeden Capital Management February 2001 - September 2002
US Bancorp December 1999 - February 2001
US Bank 1997 - February 2001
US Bancorp December 1997 - December 1999
Education
Metropolitan State University
Senior, Business Management
Normandale College
AA, Accounting, Sales and Marketing
Osseo
Neville Javeri, CFA Neville Javeri, CFA's Windsor Financial Group Experience 1999 - 2001
Job
Industry Investment Management
Experience
Wells Fargo July 2012 - Present
Wells Fargo - The Private Bank 2009 - Present
Wells Fargo Private Asset Management September 2001 - Present
Fred Hutchinson Cancer Research Center 2009 - 2012
Windsor Financial Group 1999 - 2001
Nicolette Investment Management 1997 - 1999
Fisher Investments 1993 - 1997
Skills
Wealth Management, Portfolio Management, Equi, Security Analysis, Bloomberg, Valuation, Investments, Equity Research, Equities, Strategy, Trading, Mutual Funds, Investment Banking, Securities, Financial Risk, Asset Management, Asset Allocation
Education
CFA Institute 1996 — 2009
CFA
University of San Francisco - School of Management 1991 — 1993
MBA
Cathedral and John Connon 1971 — 1982
Wells Fargo July 2012 - Present
Wells Fargo - The Private Bank 2009 - Present
Wells Fargo Private Asset Management September 2001 - Present
Fred Hutchinson Cancer Research Center 2009 - 2012
Windsor Financial Group 1999 - 2001
Nicolette Investment Management 1997 - 1999
Fisher Investments 1993 - 1997
Skills
Wealth Management, Portfolio Management, Equi, Security Analysis, Bloomberg, Valuation, Investments, Equity Research, Equities, Strategy, Trading, Mutual Funds, Investment Banking, Securities, Financial Risk, Asset Management, Asset Allocation
Education
CFA Institute 1996 — 2009
CFA
University of San Francisco - School of Management 1991 — 1993
MBA
Cathedral and John Connon 1971 — 1982
Charles Gregory Parr, CFP CLU ChFC Charles Gregory Parr, CFP CLU ChFC's Windsor Financial Group Experience January 1981 - August 1989
Job Private Wealth Advisor, Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial September 1989 - Present
Windsor Financial Group January 1981 - August 1989
Education
University of Colorado Boulder - Leeds School of Business 1968 — 1972
B.S., Finance
Ameriprise Financial September 1989 - Present
Windsor Financial Group January 1981 - August 1989
Education
University of Colorado Boulder - Leeds School of Business 1968 — 1972
B.S., Finance
Rich Ennis Rich Ennis's Windsor Financial Group Experience July 2012 - Present
Job Financial Services Representative at Windsor Financial Group/MassMutual Life Insurance Company.
Industry Financial Services
Experience
Windsor Financial Group July 2012 - Present
Youth Advocate Programs, Inc. April 2001 - July 2012
Skills
Employee Benefits, Financial Services, Long-term Care, Term Life Insurance, Retirement, Health Insurance, Retirement Planning, Whole Life, Series 6, Securities, Investments, Roth IRA, Mutual Funds, 529 Plans, Variable Annuities, Variable Life, Fixed Annuities, Executive Benefit..., IRAs, FINRA, Investment Strategies, Universal Life, Savings, Finance, Asset Allocation, Wealth Management, College Savings Plans, Alternative Investments, Asset Protection, Asset Management, Personal Financial..., 401k Rollovers, Wealth Accumulation, High Net Worth..., Financial Goals, Bonds, Wealth, Wealth Management...
Education
Philadelphia University 1998 — 2002
MIS, Business Management
Roman Catholic High School 1994 — 1998
High School Diploma, General
Windsor Financial Group July 2012 - Present
Youth Advocate Programs, Inc. April 2001 - July 2012
Skills
Employee Benefits, Financial Services, Long-term Care, Term Life Insurance, Retirement, Health Insurance, Retirement Planning, Whole Life, Series 6, Securities, Investments, Roth IRA, Mutual Funds, 529 Plans, Variable Annuities, Variable Life, Fixed Annuities, Executive Benefit..., IRAs, FINRA, Investment Strategies, Universal Life, Savings, Finance, Asset Allocation, Wealth Management, College Savings Plans, Alternative Investments, Asset Protection, Asset Management, Personal Financial..., 401k Rollovers, Wealth Accumulation, High Net Worth..., Financial Goals, Bonds, Wealth, Wealth Management...
Education
Philadelphia University 1998 — 2002
MIS, Business Management
Roman Catholic High School 1994 — 1998
High School Diploma, General
Ken Sowisdral's Windsor Financial Group Experience July 2013 - Present
Job Financial Services Professional at Windsor Financial Group
Industry Financial Services
Experience
Windsor Financial Group July 2013 - Present
Liberty Mutual Insurance November 2011 - June 2013
Nationwide Insurance June 2007 - November 2011
Skills
Insurance, Life Insurance, Health Insurance, Property & Casualty..., Marketing, Sales, Customer Service, Risk Management, Employee Benefits, Account Management, Analytics, Underwriting, Leadership, Financial Analysis, Customer Retention, Finance, Disability Insurance, Retirement, Long Term Care Insurance, Financial Services
Education
Saint Joseph's University 2006 — 2010
Bachelor of Science (BS), Marketing
Roman Catholic High School 2002 — 2006
Windsor Financial Group July 2013 - Present
Liberty Mutual Insurance November 2011 - June 2013
Nationwide Insurance June 2007 - November 2011
Skills
Insurance, Life Insurance, Health Insurance, Property & Casualty..., Marketing, Sales, Customer Service, Risk Management, Employee Benefits, Account Management, Analytics, Underwriting, Leadership, Financial Analysis, Customer Retention, Finance, Disability Insurance, Retirement, Long Term Care Insurance, Financial Services
Education
Saint Joseph's University 2006 — 2010
Bachelor of Science (BS), Marketing
Roman Catholic High School 2002 — 2006
Jon Woo, CFA's Windsor Financial Group Experience October 2011 - March 2015
Job CEO of Retirement Division at Rest and Relaxation Corp
Industry Financial Services
Experience
Rest and Relaxation Corp March 2015 - Present
Windsor Financial Group October 2011 - March 2015
Lowry Hill November 1995 - September 2011
Ameriprise Financial May 1993 - November 1995
Skills
Investments, Portfolio Management, Private Wealth..., Information Technology, Telecommunication..., Equities, Strategic Financial..., Financial Modeling, Retirement Planning, Asset Managment, Investment Advisory, Financial Analysis, Wealth Management, Valuation, Risk Management, Asset Allocation, Corporate Finance, Alternative Investments, Asset Management, Equity Research
Education
University of Minnesota - Carlson School of Management 1990 — 1993
BS, Finance
University of Wisconsin-Eau Claire 1988 — 1990
Rest and Relaxation Corp March 2015 - Present
Windsor Financial Group October 2011 - March 2015
Lowry Hill November 1995 - September 2011
Ameriprise Financial May 1993 - November 1995
Skills
Investments, Portfolio Management, Private Wealth..., Information Technology, Telecommunication..., Equities, Strategic Financial..., Financial Modeling, Retirement Planning, Asset Managment, Investment Advisory, Financial Analysis, Wealth Management, Valuation, Risk Management, Asset Allocation, Corporate Finance, Alternative Investments, Asset Management, Equity Research
Education
University of Minnesota - Carlson School of Management 1990 — 1993
BS, Finance
University of Wisconsin-Eau Claire 1988 — 1990
Darnell Hegarty Darnell Hegarty's Windsor Financial Group Experience April 2012 - April 2013
Job President: The H&A Brokerage Incorporated
Industry Capital Markets
Experience
The H&A Brokerage January 2013 - Present
Realtor R&R August 2013 - January 2015
AnnieMac Home Mortgage December 2012 - April 2014
Windsor Financial Group April 2012 - April 2013
Skills
Mergers & Acquisitions, Capital Markets, Private Equity, Joint Ventures, Real Estate, Management, Finance, Sales, Investment Properties, Leadership, Investments, Entrepreneurship, Customer Service, Investors, Loans, Banking
Education
Rowan University 2006 — 2012
BA: Economics, Graduated 2012
The H&A Brokerage January 2013 - Present
Realtor R&R August 2013 - January 2015
AnnieMac Home Mortgage December 2012 - April 2014
Windsor Financial Group April 2012 - April 2013
Skills
Mergers & Acquisitions, Capital Markets, Private Equity, Joint Ventures, Real Estate, Management, Finance, Sales, Investment Properties, Leadership, Investments, Entrepreneurship, Customer Service, Investors, Loans, Banking
Education
Rowan University 2006 — 2012
BA: Economics, Graduated 2012
Mitchell Koch Mitchell Koch's Windsor Financial Group Experience May 2006 - August 2008
Job Client Relationship Manager at Fast Horse
Industry Marketing and Advertising
Experience
Fast Horse August 2015 - Present
Colle+McVoy March 2014 - August 2015
broadhead. June 2012 - March 2014
broadhead. June 2011 - June 2012
City of Minnetonka April 2010 - June 2011
The Carideo Group April 2010 - August 2010
Windsor Financial Group May 2006 - August 2008
Education
Augsburg College
Bachelor of Arts, Communication Studies: Public Relations and Advertising
Fast Horse August 2015 - Present
Colle+McVoy March 2014 - August 2015
broadhead. June 2012 - March 2014
broadhead. June 2011 - June 2012
City of Minnetonka April 2010 - June 2011
The Carideo Group April 2010 - August 2010
Windsor Financial Group May 2006 - August 2008
Education
Augsburg College
Bachelor of Arts, Communication Studies: Public Relations and Advertising
Patrick Rowan's Windsor Financial Group Experience March 2014 - February 2015
Job BCF Management
Industry Executive Office
Experience
BCF Management September 2015 - Present
Windsor Financial Group March 2014 - February 2015
Skills
Insurance, Financial Advisory, Term Life Insurance, Financial Services, Finance, Marketing, Management, 401k Rollovers, Wealth, Loans, Retirement Planning, Marketing Strategy, Leadership, Customer Service, Microsoft Office, Sales, Strategic Planning
Education
West Chester University of Pennsylvania 2003 — 2006
Bachelor of Science (BS), Health Services/Allied Health/Health Sciences, General
Saint Joseph's University 2001 — 2003
Liberal Arts and Sciences/Liberal Studies
BCF Management September 2015 - Present
Windsor Financial Group March 2014 - February 2015
Skills
Insurance, Financial Advisory, Term Life Insurance, Financial Services, Finance, Marketing, Management, 401k Rollovers, Wealth, Loans, Retirement Planning, Marketing Strategy, Leadership, Customer Service, Microsoft Office, Sales, Strategic Planning
Education
West Chester University of Pennsylvania 2003 — 2006
Bachelor of Science (BS), Health Services/Allied Health/Health Sciences, General
Saint Joseph's University 2001 — 2003
Liberal Arts and Sciences/Liberal Studies
Nicole Briggs Nicole Briggs's Windsor Financial Group Experience March 2015 - Present
Job Assistant to James A. Adlam, Jr., ChFC (Windsor Financial Group/MassMutual Financial Group)
Industry Financial Services
Experience
Windsor Financial Group March 2015 - Present
Lincoln Investment Planning, Inc. May 2013 - September 2014
Centaurus Financial Inc. August 2012 - May 2013
Harvest Group Financial Services, Corp. September 2010 - May 2013
J. Alden Associates, Inc. December 2010 - December 2010
Bucks County Community College September 2010 - December 2010
Meyer-Chatfield September 2007 - February 2010
Aon Affinity Insurance Services November 2005 - July 2006
Lincoln Investment Planning December 1999 - February 2002
Lincoln Investment Planning August 1989 - May 1998
Skills
Financial Services, Mutual Funds, Series 63, Investments, Strategic Financial..., Series 6, Wealth Management, Investment Advisory, Strategic Planning, Project Management, Alternative Investments, Qualified Retirement..., Retirement Planning, Indexed Annuities, Professional Liability, 403 b, IRAs, Roth IRA, Traditional IRA, Notary Public, Equity Indexed Annuities, Bank Owned Life..., Death Claims
Education
Bucks County Community College 2010 — 2010
General Courses, Liberal Arts and Sciences, General Studies and Humanities, A
Cardinal Dougherty High School
Academic
Manor College
Business
Windsor Financial Group March 2015 - Present
Lincoln Investment Planning, Inc. May 2013 - September 2014
Centaurus Financial Inc. August 2012 - May 2013
Harvest Group Financial Services, Corp. September 2010 - May 2013
J. Alden Associates, Inc. December 2010 - December 2010
Bucks County Community College September 2010 - December 2010
Meyer-Chatfield September 2007 - February 2010
Aon Affinity Insurance Services November 2005 - July 2006
Lincoln Investment Planning December 1999 - February 2002
Lincoln Investment Planning August 1989 - May 1998
Skills
Financial Services, Mutual Funds, Series 63, Investments, Strategic Financial..., Series 6, Wealth Management, Investment Advisory, Strategic Planning, Project Management, Alternative Investments, Qualified Retirement..., Retirement Planning, Indexed Annuities, Professional Liability, 403 b, IRAs, Roth IRA, Traditional IRA, Notary Public, Equity Indexed Annuities, Bank Owned Life..., Death Claims
Education
Bucks County Community College 2010 — 2010
General Courses, Liberal Arts and Sciences, General Studies and Humanities, A
Cardinal Dougherty High School
Academic
Manor College
Business
David Rivers II's Windsor Financial Group Experience December 2014 - Present
Job Peak performing business leader with varied experience in Hospitality, Financial Services, Construction & Manufacturing
Industry Financial Services
Experience
Windsor Financial Group December 2014 - Present
Prudential Financial August 2012 - December 2014
Strategic Distribution, Inc. / Hershey Chocolate of Virginia April 2010 - March 2012
Standard & Poor's February 2009 - April 2010
The Legacy Foundation, LLC November 2007 - September 2008
Wells Fargo July 2006 - September 2007
Residence Inn January 2005 - May 2006
Doubletree Hotel September 2003 - December 2004
DeBartolo Development February 2002 - August 2003
Education
University of Phoenix 2011 — 2012
Master's degree, Management, 3.7
Temple University - Fox School of Business and Management 1999 — 2002
Bachelor of Business Administration (B.B.A.), Marketing, 3.25
Windsor Financial Group December 2014 - Present
Prudential Financial August 2012 - December 2014
Strategic Distribution, Inc. / Hershey Chocolate of Virginia April 2010 - March 2012
Standard & Poor's February 2009 - April 2010
The Legacy Foundation, LLC November 2007 - September 2008
Wells Fargo July 2006 - September 2007
Residence Inn January 2005 - May 2006
Doubletree Hotel September 2003 - December 2004
DeBartolo Development February 2002 - August 2003
Education
University of Phoenix 2011 — 2012
Master's degree, Management, 3.7
Temple University - Fox School of Business and Management 1999 — 2002
Bachelor of Business Administration (B.B.A.), Marketing, 3.25
Sarah Curcio Sarah Curcio's Windsor Financial Group Experience June 2015 - August 2015
Job Digital Marketing Intern at Designated Editor
Industry
Experience
Designated Editor June 2015 - Present
Windsor Financial Group June 2015 - August 2015
Skills
SEO, Social Media, Marketing, Microsoft Office, Time Management, Teamwork, Facebook, Research
Education
Fordham Gabelli School of Business 2014 — 2018
Bachelor’s Degree, Finance, General, Sophomore
Mount Saint Joseph Academy 2010 — 2014
High School
Designated Editor June 2015 - Present
Windsor Financial Group June 2015 - August 2015
Skills
SEO, Social Media, Marketing, Microsoft Office, Time Management, Teamwork, Facebook, Research
Education
Fordham Gabelli School of Business 2014 — 2018
Bachelor’s Degree, Finance, General, Sophomore
Mount Saint Joseph Academy 2010 — 2014
High School
James P. McGoldrick James P. McGoldrick's Windsor Financial Group Experience July 1989 - Present
Job Disability Income Insurance Specialist at Windsor Financial Group
Industry Financial Services
Experience
Windsor Financial Group July 1989 - Present
Whipple and Associates June 1989 - December 2011
Skills
Investments, Securities
Education
The American College 1991 — 2007
CLU, CASL, ChFC, INSURANCE AND INVESTMENTS
Drexel University 1984 — 1989
BS, Finance
Drexel University - College of Business and Administration 1984 — 1989
Bachelor of Business Administration (BBA), Finance, General
Archbishop Carroll 1980 — 1984
Windsor Financial Group July 1989 - Present
Whipple and Associates June 1989 - December 2011
Skills
Investments, Securities
Education
The American College 1991 — 2007
CLU, CASL, ChFC, INSURANCE AND INVESTMENTS
Drexel University 1984 — 1989
BS, Finance
Drexel University - College of Business and Administration 1984 — 1989
Bachelor of Business Administration (BBA), Finance, General
Archbishop Carroll 1980 — 1984
Randy Strausser Jr.'s Windsor Financial Group Experience January 2008 - Present
Job Sales Representative at Amarin Corporation
Industry Pharmaceuticals
Experience
Amarin Corporation January 2013 - Present
Windsor Financial Group January 2008 - Present
inVentiv Health September 2011 - December 2012
PDI-Inc January 2010 - January 2012
Solvay Pharmaceuticals February 2001 - November 2007
Shire Pharmaceuticals June 2000 - October 2000
Roberts Pharmaceuticals April 1997 - June 2000
Education
Alvernia University 1992 — 1996
BA, Marketing, management
Reading high school
Amarin Corporation January 2013 - Present
Windsor Financial Group January 2008 - Present
inVentiv Health September 2011 - December 2012
PDI-Inc January 2010 - January 2012
Solvay Pharmaceuticals February 2001 - November 2007
Shire Pharmaceuticals June 2000 - October 2000
Roberts Pharmaceuticals April 1997 - June 2000
Education
Alvernia University 1992 — 1996
BA, Marketing, management
Reading high school
Nathaniel Probasco's Windsor Financial Group Experience May 2013 - August 2013
Job LTC Specialist
Industry Insurance
Experience
Prudential Financial April 2014 - Present
Peddler's Village November 2005 - June 2015
Windsor Financial Group May 2013 - August 2013
Exit Elite Realty March 2012 - June 2012
R.E. Aungst Landscape Architecture and Oriental Horticulture April 2005 - November 2008
Skills
Customer Service, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Social Networking, Public Speaking, Hospitality, Restaurants, Networking
Education
West Chester University of Pennsylvania 2009 — 2012
Bachelors of Science, Finance, General
Bucks County Community College 2005 — 2009
Associate's degree, Business Administration and Management, General
Prudential Financial April 2014 - Present
Peddler's Village November 2005 - June 2015
Windsor Financial Group May 2013 - August 2013
Exit Elite Realty March 2012 - June 2012
R.E. Aungst Landscape Architecture and Oriental Horticulture April 2005 - November 2008
Skills
Customer Service, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Social Networking, Public Speaking, Hospitality, Restaurants, Networking
Education
West Chester University of Pennsylvania 2009 — 2012
Bachelors of Science, Finance, General
Bucks County Community College 2005 — 2009
Associate's degree, Business Administration and Management, General
Allison Wilk Allison Wilk's Windsor Financial Group Experience September 2013 - Present
Job Portfolio Assistant at The Haverford Trust Company
Industry Financial Services
Experience
The Haverford Trust Company August 2014 - Present
Windsor Financial Group September 2013 - Present
Morris Museum June 2013 - August 2013
Transnet Corp 2008 - 2012
Skills
Qualitative Research, SPSS, Risk Management, Financial Analysis, Life Insurance, Retirement Planning, Data Analysis, Direct Connect, Morningstar, Social Media Marketing, Regression Analysis
Education
Saint Joseph's University 2010 — 2014
Economics and International Relations
Watchung Hills Regional High School 2006 — 2010
The Haverford Trust Company August 2014 - Present
Windsor Financial Group September 2013 - Present
Morris Museum June 2013 - August 2013
Transnet Corp 2008 - 2012
Skills
Qualitative Research, SPSS, Risk Management, Financial Analysis, Life Insurance, Retirement Planning, Data Analysis, Direct Connect, Morningstar, Social Media Marketing, Regression Analysis
Education
Saint Joseph's University 2010 — 2014
Economics and International Relations
Watchung Hills Regional High School 2006 — 2010
Anthony Bye Anthony Bye's Windsor Financial Group Experience March 2013 - Present
Job Operations Associate at Windsor Financial Group
Industry Investment Management
Experience
Windsor Financial Group March 2013 - Present
DeMeyer Capital Managment October 2012 - April 2013
Raymond James, Fries Financial Group, Timothy. M Fries May 2012 - October 2012
Skills
Series 7, Series 66, Equities, Mutual Funds, Investments
Education
The College of St. Scholastica 2008 — 2012
Bachelor's degree, Economics
Windsor Financial Group March 2013 - Present
DeMeyer Capital Managment October 2012 - April 2013
Raymond James, Fries Financial Group, Timothy. M Fries May 2012 - October 2012
Skills
Series 7, Series 66, Equities, Mutual Funds, Investments
Education
The College of St. Scholastica 2008 — 2012
Bachelor's degree, Economics
Tony Albrecht, CFA Tony Albrecht, CFA's Windsor Financial Group Experience April 1998 - February 2012
Job Senior Fixed Income Portfolio Manager at Advanced Capital Group
Industry Financial Services
Experience
Advanced Capital Group March 2012 - Present
Windsor Financial Group April 1998 - February 2012
Bremer Financial April 1987 - September 1997
Skills
Portfolio Management, MBS, Investments, Insurance, Fixed Income, ALM, Bloomberg Terminal, Financial Analysis, Financial Institutions, Financial Modeling, Asset Allocation, Bloomberg, Equities, Alternative Investments, Series 7, Asset Management, Bonds, Risk Management, Finance, Capital Markets, Credit
Education
Iowa State University 1982 — 1984
Masters, Economics
High School: Jackson High School 1974 — 1976
Advanced Capital Group March 2012 - Present
Windsor Financial Group April 1998 - February 2012
Bremer Financial April 1987 - September 1997
Skills
Portfolio Management, MBS, Investments, Insurance, Fixed Income, ALM, Bloomberg Terminal, Financial Analysis, Financial Institutions, Financial Modeling, Asset Allocation, Bloomberg, Equities, Alternative Investments, Series 7, Asset Management, Bonds, Risk Management, Finance, Capital Markets, Credit
Education
Iowa State University 1982 — 1984
Masters, Economics
High School: Jackson High School 1974 — 1976
Josh Hill, CFA Josh Hill, CFA's Windsor Financial Group Experience February 2008 - Present
Job Senior Portfolio Manager & Director of Equities at Windsor Financial Group
Industry Investment Management
Experience
Windsor Financial Group February 2008 - Present
Geraty Investments February 2006 - February 2008
Wells Fargo Private Client Services April 2002 - February 2006
Skills
Portfolio Management, Equity Research, Equities, Fixed Income, Asset Allocation, Asset Management, Alternative Investments, Mutual Funds, Investments
Education
University of Minnesota-Duluth 1997 — 2001
Bachelor of Business Administration (BBA), Finance
Windsor Financial Group February 2008 - Present
Geraty Investments February 2006 - February 2008
Wells Fargo Private Client Services April 2002 - February 2006
Skills
Portfolio Management, Equity Research, Equities, Fixed Income, Asset Allocation, Asset Management, Alternative Investments, Mutual Funds, Investments
Education
University of Minnesota-Duluth 1997 — 2001
Bachelor of Business Administration (BBA), Finance
John E. Foster John E. Foster's Windsor Financial Group Experience 1986 - 1990
Job Healthy Bodies | Healthy Minds | Healthy Relationships
Industry Information Technology and Services
Experience
Advisor Atlas September 2010 - Present
Nerium International May 2012 - Present
Send Out Cards - Independent Distributor September 2010 - Present
Fulfillings for Life, LLC June 2010 - Present
Career Network April 2009 - Present
IXI Corporation July 2006 - April 2009
Finetre Corporation May 2002 - July 2006
netDecide Corporation January 2001 - April 2002
Thomson Reuters March 1991 - December 2000
Windsor Financial Group 1986 - 1990
Skills
Entrepreneurship, Strategy, Business Development, Marketing, Leadership, Social Networking, Marketing Strategy, Public Speaking, Management, SaaS, Sales, New Business Development, Business Strategy, Strategic Planning, Social Media, Sales Process, Selling, Sales Management, Online Marketing, Networking, Customer Service, Small Business, Account Management, Lead Generation, Teaching Adults, Team Building, Social Media Marketing, Direct Sales, Enterprise Software, Strategic Partnerships, Start-ups, Nonprofits, Training, Executive Management, Online Advertising, Non-profits, Team Leadership, CRM, Advertising, Salesforce.com, Direct Marketing, Product Marketing, Competitive Analysis, Financial Services, Business Planning, B2B, Consultative Selling, Customer Presentations
Education
Radford University - College of Business and Economics 1981 — 1983
MBA, Business
Roanoke College 1977 — 1981
BBA, Business
Advisor Atlas September 2010 - Present
Nerium International May 2012 - Present
Send Out Cards - Independent Distributor September 2010 - Present
Fulfillings for Life, LLC June 2010 - Present
Career Network April 2009 - Present
IXI Corporation July 2006 - April 2009
Finetre Corporation May 2002 - July 2006
netDecide Corporation January 2001 - April 2002
Thomson Reuters March 1991 - December 2000
Windsor Financial Group 1986 - 1990
Skills
Entrepreneurship, Strategy, Business Development, Marketing, Leadership, Social Networking, Marketing Strategy, Public Speaking, Management, SaaS, Sales, New Business Development, Business Strategy, Strategic Planning, Social Media, Sales Process, Selling, Sales Management, Online Marketing, Networking, Customer Service, Small Business, Account Management, Lead Generation, Teaching Adults, Team Building, Social Media Marketing, Direct Sales, Enterprise Software, Strategic Partnerships, Start-ups, Nonprofits, Training, Executive Management, Online Advertising, Non-profits, Team Leadership, CRM, Advertising, Salesforce.com, Direct Marketing, Product Marketing, Competitive Analysis, Financial Services, Business Planning, B2B, Consultative Selling, Customer Presentations
Education
Radford University - College of Business and Economics 1981 — 1983
MBA, Business
Roanoke College 1977 — 1981
BBA, Business
Phillip Wells's Windsor Financial Group Experience 1999 - 2000
Job CEO/Founder at IWantMyApp.net
Industry Computer Software
Experience
IWantMyApp.net May 2012 - Present
Access Plans, Inc. September 2001 - May 2012
Daugherty Business Solutions 1999 - 2001
Windsor Financial Group 1999 - 2000
Lumen (formerly Patient Focused Care Association) 1996 - 1999
HBO & Company March 1992 - August 1996
Skills
.NET, C#, Software Development, Visual Studio, ASP.NET, Microsoft SQL Server, SharePoint, Databases, Web Services, ASP.NET MVC, LINQ, Web Applications, ADO.NET, IIS, SDLC, SaaS, Mobile Applications, jQuery, WCF, ASP, JavaScript, XML, MVC, JSON, Integration, CSS, Web Development, Application Development, SQL Server, Windows Azure, SQL Azure, WCF Services, PaaS, Entity Framework, OOAD, Silverlight, MSMQ, Software Design, Enterprise Architecture, Business Process..., MVVM, Razor, HTML 5, SQL, Cloud Computing, Agile Methodologies, Consulting, Xamarin, Responsive Web Design
Education
PluralSight 2011 — 2014
Georgia College and State University 1988 — 1992
B.B.A. In Information Systems & Communications, Information Technology
IWantMyApp.net May 2012 - Present
Access Plans, Inc. September 2001 - May 2012
Daugherty Business Solutions 1999 - 2001
Windsor Financial Group 1999 - 2000
Lumen (formerly Patient Focused Care Association) 1996 - 1999
HBO & Company March 1992 - August 1996
Skills
.NET, C#, Software Development, Visual Studio, ASP.NET, Microsoft SQL Server, SharePoint, Databases, Web Services, ASP.NET MVC, LINQ, Web Applications, ADO.NET, IIS, SDLC, SaaS, Mobile Applications, jQuery, WCF, ASP, JavaScript, XML, MVC, JSON, Integration, CSS, Web Development, Application Development, SQL Server, Windows Azure, SQL Azure, WCF Services, PaaS, Entity Framework, OOAD, Silverlight, MSMQ, Software Design, Enterprise Architecture, Business Process..., MVVM, Razor, HTML 5, SQL, Cloud Computing, Agile Methodologies, Consulting, Xamarin, Responsive Web Design
Education
PluralSight 2011 — 2014
Georgia College and State University 1988 — 1992
B.B.A. In Information Systems & Communications, Information Technology
Bill Fahringer's Windsor Financial Group Experience May 2013 - Present
Job Financial Services Professional at Windsor Financial Group
Industry Financial Services
Experience
Windsor Financial Group May 2013 - Present
Beneficial Bank October 2005 - February 2013
Citizens Bank October 2003 - October 2005
Skills
Loans, Credit, Consumer Lending, Retail Banking, Loan Origination, Financial Services, Finance, Life Insurance, Disability Insurance, Real Estate
Education
Community College of Philadelphia 1997 — 1999
Windsor Financial Group May 2013 - Present
Beneficial Bank October 2005 - February 2013
Citizens Bank October 2003 - October 2005
Skills
Loans, Credit, Consumer Lending, Retail Banking, Loan Origination, Financial Services, Finance, Life Insurance, Disability Insurance, Real Estate
Education
Community College of Philadelphia 1997 — 1999
James A. Adlam, Jr., ChFC's Windsor Financial Group Experience November 1989 - Present
Job Chartered Financial Consultant
Industry Financial Services
Experience
Windsor Financial Group November 1989 - Present
Education
The American College
Chartered Financial Consultant
The University of Pennsylvania
Windsor Financial Group November 1989 - Present
Education
The American College
Chartered Financial Consultant
The University of Pennsylvania
Tony Albrecht's Windsor Financial Group Experience April 1998 - Present
Job Director of Fixed Income at Windsor Financial Group
Industry Investment Management
Experience
Windsor Financial Group April 1998 - Present
Bremer Investment Services April 1987 - September 1997
Education
Iowa State University
Masters, Economics
Windsor Financial Group April 1998 - Present
Bremer Investment Services April 1987 - September 1997
Education
Iowa State University
Masters, Economics
Dickson Munds's Windsor Financial Group Experience April 2014 - Present
Job Financial Advisor at Windsor Financial Group Horsham, PA
Industry Financial Services
Experience
Windsor Financial Group April 2014 - Present
DFS&A Insurance Agency Inc/Smith Benefit Services July 2014 - Present
Elite Outdoor Living LLC. January 1988 - Present
Centrum Financial Group October 2011 - April 2014
Skills
Retirement Planning, Strategic Financial..., Investments, Retirement, Financial Planners, Estate Planning, Long-term Care, Sales, Fixed Annuities, Disability Insurance, Banking, Series 7, Wealth Management, Finance, Securities, Financial Advisory, Small Business, Insurance, Mortgage Lending, Mutual Funds, Life Insurance, Term Life Insurance, Portfolio Management, Financial Services, Employee Benefits, Series 63, Health Insurance, High Net Worth..., Asset Management, Loans, Relationship Management
Education
Rutgers University-New Brunswick 1990 — 1995
BS, Landscape Architecture and engineering
Windsor Financial Group April 2014 - Present
DFS&A Insurance Agency Inc/Smith Benefit Services July 2014 - Present
Elite Outdoor Living LLC. January 1988 - Present
Centrum Financial Group October 2011 - April 2014
Skills
Retirement Planning, Strategic Financial..., Investments, Retirement, Financial Planners, Estate Planning, Long-term Care, Sales, Fixed Annuities, Disability Insurance, Banking, Series 7, Wealth Management, Finance, Securities, Financial Advisory, Small Business, Insurance, Mortgage Lending, Mutual Funds, Life Insurance, Term Life Insurance, Portfolio Management, Financial Services, Employee Benefits, Series 63, Health Insurance, High Net Worth..., Asset Management, Loans, Relationship Management
Education
Rutgers University-New Brunswick 1990 — 1995
BS, Landscape Architecture and engineering
Gary E Dyal's Windsor Financial Group Experience July 2012 - Present
Job Financial Advisor at Windsor Financial Group
Industry Financial Services
Experience
Windsor Financial Group July 2012 - Present
Morgan Stanley Smith Barney, Global Wealth Management November 2010 - August 2011
Dyal Capital Management, LLC November 1998 - November 2010
BioBlend Lubricants International, Inc June 2002 - June 2006
Fluid Power Industries, Inc November 1994 - November 1998
Wildman, Harrold, Allen & Dixon May 1986 - November 1994
Skills
Litigation, Insurance, Risk Management, Corporate Law
Education
Northwestern University School of Law 1983 — 1986
J.D., Law
Loyola University of Chicago 1980 — 1983
A.B., Political Science, English, Philosophy
Windsor Financial Group July 2012 - Present
Morgan Stanley Smith Barney, Global Wealth Management November 2010 - August 2011
Dyal Capital Management, LLC November 1998 - November 2010
BioBlend Lubricants International, Inc June 2002 - June 2006
Fluid Power Industries, Inc November 1994 - November 1998
Wildman, Harrold, Allen & Dixon May 1986 - November 1994
Skills
Litigation, Insurance, Risk Management, Corporate Law
Education
Northwestern University School of Law 1983 — 1986
J.D., Law
Loyola University of Chicago 1980 — 1983
A.B., Political Science, English, Philosophy
Paul Arata's Windsor Financial Group Experience May 2015 - Present
Job LICENSED INSURANCE AGENT
Industry Food & Beverages
Experience
Windsor Financial Group May 2015 - Present
HealthMarkets February 2013 - April 2015
The Cartridge Depot of Bridgewater September 2011 - January 2013
360 Degrees Publicity Shoppe December 2010 - August 2011
Telmex USA, LLC January 2010 - August 2010
Comodo July 2009 - October 2009
Merlin's Pest Control 2008 - 2009
Paul Arata Financial Consulting April 2004 - September 2008
Eschelon Telecom October 2001 - December 2003
Interactive Northwest, Inc. 1997 - 2000
Skills
New Business Development, Strategy, SEO, B2B, Selling, Marketing, Sales, Sales Operations, Business Development, Online Advertising, Cold Calling, Management, Advertising, Account Management, Team Building, Marketing Strategy, Leadership, Training
Education
Princeton University 1980 — 1986
BA, History
Haverford High School
Haverford High School
Windsor Financial Group May 2015 - Present
HealthMarkets February 2013 - April 2015
The Cartridge Depot of Bridgewater September 2011 - January 2013
360 Degrees Publicity Shoppe December 2010 - August 2011
Telmex USA, LLC January 2010 - August 2010
Comodo July 2009 - October 2009
Merlin's Pest Control 2008 - 2009
Paul Arata Financial Consulting April 2004 - September 2008
Eschelon Telecom October 2001 - December 2003
Interactive Northwest, Inc. 1997 - 2000
Skills
New Business Development, Strategy, SEO, B2B, Selling, Marketing, Sales, Sales Operations, Business Development, Online Advertising, Cold Calling, Management, Advertising, Account Management, Team Building, Marketing Strategy, Leadership, Training
Education
Princeton University 1980 — 1986
BA, History
Haverford High School
Haverford High School
Blair Drewell's Windsor Financial Group Experience 1990 - 1990
Job Homeschool mom at Drewell Home
Industry
Experience
self-employed November 1998 - Present
EDS Corporation April 1996 - February 1998
Infratest Burke, Frankfurt Germany January 1994 - December 1995
TechnoServ February 1991 - December 1993
Windsor Financial Group 1990 - 1990
Skills
Microsoft Office, New Business Development, Project Management, Research, Customer Service, PowerPoint, Microsoft Word
Education
Muhlenberg College 1986 — 1990
Bachelor of Arts (BA), International Business
Salzburg College 1989 — 1989
self-employed November 1998 - Present
EDS Corporation April 1996 - February 1998
Infratest Burke, Frankfurt Germany January 1994 - December 1995
TechnoServ February 1991 - December 1993
Windsor Financial Group 1990 - 1990
Skills
Microsoft Office, New Business Development, Project Management, Research, Customer Service, PowerPoint, Microsoft Word
Education
Muhlenberg College 1986 — 1990
Bachelor of Arts (BA), International Business
Salzburg College 1989 — 1989