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Bookkeepers in Berwyn, PA

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250 results found

Laura Roeder Philadelphia, PA

Professions & Specialties

Accounting BookkeeperBookkeeperSales PersonSales RepresentativeFloor ManagerRetail Sales ManagerChairpersonOwnerManagerAssistant Vice PresidentMarketing ManagerFounding MemberChief ExecutiveOperations ManagerVice PresidentSales ManagerBusiness ConsultantAdvisorHuman Resources SpecialistRecruitment

Experience & Education

Position:
Accounting Professional at SMA of Delaware
Location:
Greater Philadelphia Area
Industry:
Management Consulting
Work history:
SMA of Delaware - Berwyn, PAAccounting Professionalsince Oct 2011Visual Steam Senior Sales ConsultantMar 2011 - Aug 2012
Skills:
Marketing Strategy, Licensing, Marketing, Small Business, Sales Management, Sales, Marketing...

Shannon Maroney Philadelphia, PA

Professions & Specialties

Finance and Accounting SpecialistAccounting BookkeeperBookkeeperChairpersonPartnerChief ExecutiveHuman Resources SpecialistRecruitmentCounselorNon-ProfitConstructionRecognitionAdvisorEquipment Tools Purchasing AgentSupplierDepartment Store SalespersonRetail ProfessionalRetail SalespersonServices ProfessionalSales and Service SpecialistSales AgentSales RepresentativeSports TrainersEntertainer

Experience & Education

Position:
President/Sr. HR Consultant at HR Backbone, LLC
Title:
President/Sr. HR Consultant
Location:
Greater Philadelphia Area
Industry:
Human Resources
Work history:
HR Backbone, LLC President/Sr. HR Consultantsince Jun 2001Accellent Inc. (Medical Device Manufacturer) Sr. HR Business PartnerSep 2003 - Jun 2011

Maureen Gribb Philadelphia, PA

Professions & Specialties

Finance and Accounting SpecialistAccounting BookkeeperBookkeeperChief Executive

Experience & Education

Position:
Business Development Co-op at Turner Investments, L.P.
Title:
Undergraduate Finance Student at Drexel University's LeBow College of Business
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
Turner Investments, L.P. - Berwyn, PABusiness Development Co-opsince Mar 2012Susquehanna International Group - Greater Philadelphia AreaOperations (Brokerage) Co-opMar 2011 - Sep 2011

Marissa Luttrell Philadelphia, PA

Professions & Specialties

BookkeeperCoordinatorManagersRepresentativeAnalystOffice AssistantAnalystsOffice ClerkClerical SpecialistAccount Service ManagerClient Service OfficerBachelor of ScienceAdvertising ProfessionalAdvertising Sales AgentGovernment Administration ProfessionalMarketing ManagerEvent ManagerCommunity Service ManagerCustomer Service

Experience & Education

Position:
Bookkeeper at Tredyffrin/Easttown School District
Location:
Greater Philadelphia Area
Industry:
Events Services
Work history:
Tredyffrin/Easttown School District - Berwyn, PABookkeepersince May 2013Nimlok Philadelphia - Collegeville, PAProject CoordinatorJul 2012 - May 2013
Skills:
Trade Shows, Event Management, Spanish, Marketing, Event Planning, Corporate Events, Marketing...
Languages:
Spanish

Jonathan Milliken Philadelphia, PA

Professions & Specialties

Financial AnalystFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Senior Financial Analyst at Dollar Financial Group
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
Dollar Financial Group - Berwyn, PASenior Financial Analystsince Jul 2011Dollar Financial Group Financial AnalystJun 2008 - Jun 2011

Jake Bragin Philadelphia, PA

Professions & Specialties

Finance and Accounting SpecialistAccounting BookkeeperBookkeeperVice PresidentChief ExecutiveSecurityInvestorClient ManagerClient Service OfficerCustomer ServiceBusiness Development ManagerOperations ManagerSales AgentSales RepresentativeTraderCapital Markets ProfessionalFinancial Services ProfessionalFinancial Services Sales AgentRegistered Medical AssistantMedical Support AssistantHealth Support WorkerHealthcare SupportMaster of Business AdministrationBachelor of ScienceComputer SpecialistSchool AdministratorEducational Manager

Experience & Education

Title:
Operational and Enterprise Risk Executive
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
State Street Bank - Berwyn, PAAsst. Vice President – Risk / ComplianceNov 2008 - Jan 2013MT Consulting - Regional - Eastern SeaboardVice President – Risk / Client ManagerOct 2002 - Nov 2008
Skills:
Operational Risk Management, Compliance Management, Operational Due Diligence, Balanced Scorecard,...
Languages:
English, Russian

Kim Zeits Philadelphia, PA

Professions & Specialties

Finance and Accounting SpecialistAccounting BookkeeperBookkeeperAnalystAnalystsAgentSales RepresentativeCounselorRecognitionVolunteerManagersAdvisorNon-ProfitSupplierServices ProfessionalSales and Service SpecialistSales AgentOperations Manager

Experience & Education

Position:
Consulting Analyst at Blackrock Financial Management at RUSSELL | TOBIN & Associates
Title:
Consulting Analyst at RUSSELL | TOBIN & Associates
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
RUSSELL | TOBIN & Associates - Wilmington, DelawareConsulting Analyst at Blackrock Financial Managementsince Jul 2013Adecco Staffing, USA - PhiladelphiaStock Transfer Agent contracting at Broadridge Corporate Issuer SolutionsDec 2012 - May 2013

Paul Peterman Philadelphia, PA

Professions & Specialties

Finance and Accounting SpecialistAccounting BookkeeperBookkeeperLoan Accountant

Experience & Education

Position:
Credit Officer at De Lage Landen Financial Services
Title:
Credit Officer at De Lage Landen
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
De Lage Landen Financial Services Credit Officersince Mar 2001Wachovia, A Wells Fargo Company - Plymouth MeetingVP-RiskJun 1996 - Mar 2001

Roy Innella Paoli, PA

Professions & Specialties

Finance and Accounting SpecialistAccounting BookkeeperBookkeeperLife CoachAdvisorSports TrainerSports TrainersAdvocateJuristLegal CounselChairpersonOwnerChief ExecutiveCertified Nurse AideNurseNurse PractitionerHuman Resources SpecialistRecruitment

Experience & Education

Position:
Financial Coach at The Wealth Advocate Investment Group, Financial Coach - Investment Advisor Rep...
Title:
Financial Life Coach - Helping People Make Informed Decisions About Their Money and also protect it from ID Theft
Location:
Paoli, Pennsylvania
Industry:
Financial Services
Work history:
The Wealth Advocate Investment Group - Paoli, PAFinancial Coachsince Dec 2005Redhawk Wealth Advisors - Berwyn, PAFinancial Coach - Investment Advisor Repsince Sep 2011
Skills:
Wealth Management, Retirement Planning, Financial Advisory, Investor coaching, Cash Flow, id theft...
Certifications:
Certified Identity Theft Protection Risk Management Specialist, Institute for Consumer Financial Education

Craig Glantz Philadelphia, PA

Professions & Specialties

Finance and Accounting SpecialistAccounting BookkeeperBookkeeperRepresentativeChairpersonChief ExecutiveSecurityMinisterClergyCo-FounderDirectorBoard MemberMarketing ManagerFounderFounding MemberOperations ManagerManagement Team ExecutivePhotographerTheology ProfessorInstructorPedagogueEducation MinisterReligious Activities DirectorsGraphic Design SpecialistGraphic DesignerCertified Nurse AideNurseNurse PractitionerJava DeveloperProgrammerComputer ProgrammerSystems ArchitectSoftware DeveloperSoftware DevelopersMicrosoft Certified Solutions ExpertInternet Marketing ManagerWeb MarketerSales Representative

Experience & Education

Position:
Registered Representative at New York Life Insurance Company, President at Catholic Professionals...
Title:
Registered Representative
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
New York Life Insurance Company - Berwyn, PaRegistered Representativesince May 2012Catholic Professionals of Greater Philadelphia - Greater Philadelphia AreaPresidentsince Feb 2012
Skills:
New Business Development, Public Speaking, Strategic Planning, Teaching, Insurance, Photography,...
Certifications:
Series 6 Investment Company/Variable Contracts Products Limited Representative, FINRA
Series 63 Uniform Securities Agent State Law Examination, FINRA

Stephen Kovach Philadelphia, PA

Professions & Specialties

Finance and Accounting SpecialistAccounting BookkeeperBookkeeperChief Executive OfficerBoard MemberChairpersonManaging PartnerCorporate ExecutiveChief ExecutiveManagement Team ExecutiveOperations ManagerPartnerDirectorNon-ProfitInvestorOrganization ManagementAdvertising ProfessionalAdvertising Sales AgentResearch SpecialistResearch ScientistFinancial Services ProfessionalFinancial Services Sales Agent

Experience & Education

Position:
Co-anchor at The Steve and Steve Show, Board of Directors - Chairman at The Boston Graduate School...
Title:
CEO - IBD Financial Services
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
The Steve and Steve Show - Greater Philadelphia AreaCo-anchorsince May 2013The Boston Graduate School of Business - Greater Boston AreaBoard of Directors - Chairmansince Mar 2013
Skills:
Market Research, Wealth Management, Competitive Analysis, Business Strategy, Strategy Development,...
Languages:
Chinese, French, Latin

Christine Hagen Philadelphia, PA

Professions & Specialties

Finance and Accounting SpecialistAccounting BookkeeperBookkeeperAgentSales RepresentativeSecuritySales Account AssociateEquipment Tools Purchasing AgentSales ExecutiveDepartment Store SalespersonRetail ProfessionalRetail SalespersonProgram CoordinatorSupervisorAnalystManagersAnalystsDirector of Customer OperationsChief ExecutiveSales ManagerMarketing ManagerMarketing AdministratorAdvertising ProfessionalAdvertising Sales AgentCertified Nurse AideNurseNurse PractitionerLife Insurance AgentActuarial AnalystActuarial AssociateInsurance ActuaryStatistician

Experience & Education

Position:
Agent at Allstate @ The Mallon Insurance Group, LLC
Title:
Agent at Allstate
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
Allstate @ The Mallon Insurance Group, LLC - Springfield, PAAgentsince Apr 2013New York Life Insurance Company - Berwyn, PAAgentMay 2009 - Apr 2013
Skills:
Customer Relations, Retirement Planning, Insurance, Annuities, Financial Planning, Customer...

Gerry Fuhrmeister Berwyn, PA

Professions & Specialties

Finance and Accounting SpecialistAccounting BookkeeperBookkeeperDirector of OperationsOperations ManagerSupervisorManagersRegion ManagerSales ManagerCounselorSecurityArea ManagerHuman Resources SpecialistRecruitmentBachelor of ScienceClient Service OfficerCustomer Service

Experience & Education

Position:
Director of Operations at Market Street Advisors
Location:
Berwyn, Pennsylvania
Industry:
Financial Services
Work history:
Market Street Advisors - Berwyn, PADirector of Operationssince Feb 2010Nuveen Investments Managed Accounts SupervisorSep 1997 - Jan 2010

Brian Colvin Philadelphia, PA

Professions & Specialties

Finance and Accounting SpecialistAccounting BookkeeperBookkeeperApplications DeveloperSoftware EngineerSoftware DevelopersProject ManagerSupplierServices ProfessionalSales and Service SpecialistSales AgentSales RepresentativeProject ManagersComputational ScientistInformation Technology SpecialistComputer SpecialistInformation Systems AnalystIT AnalystComputer ScientistsIT SpecialistAnalystsManagement AnalystAdvisorChief ExecutiveOperations ManagerBachelor of Science

Experience & Education

Position:
Application Developer III at Highmark
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
Highmark - Wilmington, DelawareApplication Developer IIIsince Feb 2013Experis IT - Newark, DEProject ManagerMay 2012 - Nov 2012
Skills:
Program Management, SDLC, Cross-functional Team Leadership, Project Management, Analysis, Quality...

Frank Lorine Berwyn, PA

Professions & Specialties

Finance and Accounting SpecialistAccounting BookkeeperBookkeeperPartnerChief ExecutiveSales SupportSales RepresentativeSales AgentServices ProfessionalSales and Service SpecialistBachelor of ScienceCustomer ServiceGeo ScientistGeoscientistStudent Worker

Experience & Education

Position:
Internal Wholesaler at Forethought Financial Group, Inc.
Location:
Berwyn, Pennsylvania
Industry:
Financial Services
Work history:
Forethought Financial Group, Inc. Internal Wholesalersince Nov 2012Prudential Financial Internal Sales RepresentativeJan 2012 - Nov 2012
Languages:
Currently learning Portuguese (Brazilian)
Certifications:
Series 6 License - General Industry/Product Exam
Pennsylvania Life Insurance License

Casey Wren Philadelphia, PA

Professions & Specialties

Finance and Accounting SpecialistAccounting BookkeeperBookkeeperIndependent Business OwnersSupporting MemberContractorTeam MemberBusiness AdministratorInspectorManagerTreasurerOperations ManagerFinancial OfficerFinancial ManagerEntertainment ProfessionalEntertainerState Inspector GeneralState InspectorSecretaryStudent WorkerSales Representative

Experience & Education

Position:
Associate, Cash Management at Janney Montgomery Scott
Location:
Philadelphia, Pennsylvania
Industry:
Financial Services
Work history:
Janney Montgomery Scott - Philadelphia, PAAssociate, Cash Managementsince Apr 2013State Street - Berwyn, PAContractor, Investment Management ServicesMar 2012 - Apr 2013

Brian Dolan Berwyn, PA

Professions & Specialties

Finance and Accounting SpecialistAccounting BookkeeperBookkeeperSystems ArchitectInformation Technology SpecialistSoftware DevelopersIT SpecialistAdvocateJuristLegal CounselProject ManagerOwnerProject ManagersChief ExecutiveDatabase Administration ProfessionalDatabase AdministratorComputer ScientistsAdvertising Sales AgentHealth ProfessionalHealth Practitioner

Experience & Education

Position:
IT Project Manager / .Net Architect at Health Advocate, IT Project Manager / Owner at Spinnaker...
Title:
Systems Architect at Health Advocate
Location:
Berwyn, Pennsylvania
Industry:
Information Technology and Services
Work history:
Health Advocate IT Project Manager / .Net Architectsince Nov 2008Spinnaker Software Solutions, LLC IT Project Manager / Ownersince Jul 2001
Skills:
Database Design, Offshoring, Application Design, .NET, C#, SQL Server, ASP.NET, WCF, Visual Studio, ...

Ashwin Rao Philadelphia, PA

Professions & Specialties

Finance and Accounting SpecialistAccounting BookkeeperBookkeeperAnalystAnalystsLicensed Real Estate BrokerProperty ManagerReal Estate ManagerSalesForce AdministratorDatabase Administration ProfessionalDatabase Administrator

Experience & Education

Position:
Fund Investment Team Co-op Analyst at Hamilton Lane
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
Hamilton Lane - Bala Cynwyd, PAFund Investment Team Co-op Analystsince Apr 2013DundeeWealth US - Berwyn, PAInvestment Strategy Co-opMar 2012 - Aug 2012
Skills:
PowerPoint, Microsoft Excel, Microsoft Word, Finance, Entrepreneurship, Access, Outlook, Research,...

Robert Gardner Philadelphia, PA

Professions & Specialties

AuditorFinance and Accounting SpecialistStaff AuditorAccounting BookkeeperBookkeeperField AuditorDepartment ManagerChief Administrative OfficerDepartment SupervisorManagerOperations ManagerChief ExecutiveCustomer ServiceClient Service OfficerComputer Software ProfessionalSoftware DevelopersAnalystsStudent Worker

Experience & Education

Position:
Senior Auditor at Triumph Group
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
Triumph Group - Berwyn, PASenior Auditorsince May 2013Bentley Systems - Exton, PAStaff AuditorMay 2011 - May 2013

Srujana Sangaraju Philadelphia, PA

Professions & Specialties

Finance and Accounting SpecialistAccounting BookkeeperBookkeeperAnalystSecurityAnalystsVice PresidentChief ExecutiveSoftware TesterComputer Specialist

Experience & Education

Position:
Research and Advanced Operations Analyst at State Street
Title:
Research and Advanced Operations Analyst
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
State Street - Berwyn, PAResearch and Advanced Operations Analystsince Sep 2011BNY Mellon Alternative Investments AccountantJun 2008 - Feb 2011

Christopher Spaw Philadelphia, PA

Professions & Specialties

Finance and Accounting SpecialistAccounting BookkeeperBookkeeperAdvisorRecognitionAgentSales AgentSales RepresentativeTrainerLoan OfficersFinancial Services Sales Agent

Experience & Education

Position:
Internal Wholesaler- Variable Annuities at Forethought Financial Group, Inc.
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
Forethought Financial Group, Inc. - Berwyn, PAInternal Wholesaler- Variable Annuitiessince Jan 2013The Hartford Internal WholesalerJan 2011 - Dec 2012

Cristina Bennett Philadelphia, PA

Professions & Specialties

Financial AnalystFinance and Accounting SpecialistAccounting BookkeeperBookkeeperAnalystBusiness AnalystNon-ProfitAnalystsStudent Worker

Experience & Education

Position:
Financial Analyst at Dollar Financial Group
Title:
Acquisition & Planning Analyst at Dollar Financial Group
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
Dollar Financial Group - Berwyn, PAFinancial Analystsince Dec 2010ProOrbis, LLC Business AnalystMay 2009 - Aug 2011

Colleen Williams Philadelphia, PA

Professions & Specialties

Finance and Accounting SpecialistAccounting BookkeeperBookkeeperRegional Vice PresidentDirectorVice PresidentChief ExecutiveOperations ManagerTraining ManagerManagersSales Executive

Experience & Education

Position:
Regional Vice President at Forethought Financial Group, Inc., Director, Sales Training at...
Title:
Regional Vice President at Forethought Financial Group, Inc.
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
Forethought Financial Group, Inc. - Central PA, DE, NJ, MDRegional Vice Presidentsince Jun 2013Forethought Financial Group, Inc. - Berwyn, PADirector, Sales Trainingsince Jan 2013
Skills:
Series 65, Series 63, Series 6, Annuities, Fixed Annuities, Training & Development,...

Adrian Manahan Philadelphia, PA

Professions & Specialties

Accounts Payable SpecialistAccounts PayableChief AccountantAccounting ClerkAccounts ReceivableAccount ManagerAccounting BookkeeperBookkeeperBuyerAgentEquipment Tools Purchasing AgentBuyer and SellerSales RepresentativeDepartment Store SalespersonRetail ProfessionalRetail SalespersonManagerOperations ManagerComputer Software ProfessionalSoftware Developers

Experience & Education

Position:
Sr. Accountant at Vertex Inc.
Location:
Greater Philadelphia Area
Industry:
Computer Software
Work history:
Vertex Inc. - Berwyn, PASr. Accountantsince Feb 2006Expeditors International Lead Accounting AgentJun 2001 - Feb 2006
Skills:
General Ledger, Analysis, Invoicing, Accounts Payable, Accounting, Accounts Receivable, Lotus...

Patrick Hanlon Philadelphia, PA

Professions & Specialties

Finance and Accounting SpecialistAccounting BookkeeperBookkeeperSales Account AssociateAccount Service ManagerSales ExecutiveClient Service OfficerCertified Nurse AideNurseNurse PractitionerSales ManagerSales DirectorMarketing ManagerSenior Online LeaderInternet Marketing ManagerWeb MarketerCustomer ServiceRetail SalespersonOperations ManagerAutomotive Professional

Experience & Education

Position:
Inside Sales Associate at ModSpace
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
ModSpace - Berwyn, PAInside Sales Associatesince Jul 2011ELink Media, Inc. Account ExecutiveJun 2010 - Jul 2011
Languages:
Spanish

Karenlee Kohler Berwyn, PA

Professions & Specialties

Finance and Accounting SpecialistAccounting BookkeeperBookkeeperAuditorOffice AssistantExecutive Administrative AssistantOffice ClerkClerical SpecialistAdministrative AssociateAdministrative ClerkPersonal SecretaryChief Administrative OfficerChief ExecutiveSoftware DeveloperSoftware DevelopersSecretary

Experience & Education

Position:
Executive Assistant Internal Audit and SOX Compliance at Dollar Financial Group
Title:
Executive Assistant, Dollar Financial Group Internal Audit and SOX Compliance
Location:
Berwyn, Pennsylvania
Industry:
Financial Services
Work history:
Dollar Financial Group - Berwyn, PAExecutive Assistant Internal Audit and SOX Compliancesince Jul 2012Pfizer Executive Administrative AssistantOct 2009 - Dec 2011
Skills:
Access, Administration, Account Management, Customer Relations, Customer Service, Documentation,...

Todd Palmieri Philadelphia, PA

Professions & Specialties

Finance and Accounting SpecialistAccounting BookkeeperBookkeeperChief AccountantAccount ManagerPartnerChief ExecutiveComputer Software ProfessionalSoftware DevelopersSchool PrincipalSchool AdministratorEducational ManagerFounderChairpersonExecutive Team LeaderChief Knowledge OfficerMarketing DirectorChief Visibility OfficerChief Digital OfficerChief Revenue OfficerChief Learning OfficerChief Information OfficerTechnology DirectorVice PresidentFinancial OfficerFinancial ManagerCorporate ExecutiveGeneral and Operations ManagerDirector of OperationsOperations ManagerFounding MemberDevelopment DirectorHR ManagerTechnology ManagerTechnical ManagersDoctor of MedicineTraining ManagerManagers

Experience & Education

Position:
Partner at WebMarketingforLaw.com
Location:
Greater Philadelphia Area
Industry:
Computer Software
Work history:
WebMarketingforLaw.com - Greater Philadelphia AreaPartnersince Jun 2012TR Palm, LLC - Greater Philadelphia AreaPrincipalSep 2009 - Sep 2012
Skills:
Entrepreneurship, Start-ups, SaaS, IPO, Venture Capital, Executive Management, Technology,...

Kate Pytlewski Philadelphia, PA

Professions & Specialties

Finance and Accounting SpecialistAccounting BookkeeperBookkeeperVice PresidentChief ExecutiveLegal CounselOperations ManagerLaw SpecialistOrganization ManagementTeam Member

Experience & Education

Position:
Vice President - Senior Counsel at Dollar Financial Group
Title:
VP - Senior Counsel at Dollar Financial Group
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
Dollar Financial Group - Berwyn, PAVice President - Senior Counselsince Apr 2010Drinker Biddle & Reath LLP - Philadelphia, PACorporate AttorneyMay 2005 - Apr 2010

Patrick Mcgann Philadelphia, PA

Professions & Specialties

Finance and Accounting SpecialistAccounting BookkeeperBookkeeperAnalystAnalystsAgentSales AgentSales Representative

Experience & Education

Position:
Analyst at Public Financial Management
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
Public Financial Management Analystsince Jul 2013BNP Paribas - King of Prussia, PAInternational Equity Clearing Co-opMar 2012 - Sep 2012

Renee Bowen Philadelphia, PA

Professions & Specialties

Finance and Accounting SpecialistAccounting BookkeeperBookkeeperVice PresidentChief ExecutiveManagerOperations ManagerBachelors DegreeManagersTeam Member

Experience & Education

Position:
Vice President at State Street Investment Management Services
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
State Street Investment Management Services - Berwyn, PAVice Presidentsince Jun 2012PNC VP - Asset Management GroupMar 2012 - Jun 2012

Eric Erickson Philadelphia, PA

Professions & Specialties

Finance and Accounting SpecialistAccounting BookkeeperBookkeeperTreasurerPartnerVice PresidentFinancial OfficerFinancial ManagerChief ExecutiveDrivers

Experience & Education

Position:
SVP & Corporate Treasurer at DFC Global Corp.
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
DFC Global Corp. - Berwyn, PA 19312SVP & Corporate Treasurersince Jan 2011SunGard Data Systems Inc. - Wayne, PA 19087VP & Corporate TreasurerMay 2001 - Feb 2011
Certifications:
Series 7 and 63 License Holder

Sherene Douglas Philadelphia, PA

Professions & Specialties

Accounting BookkeeperAccounting AnalystBookkeeperFinancial AnalystFinance and Accounting SpecialistInvestment AnalystPuchasing and Estimating ManagerSchool PrincipalSchool AdministratorEducational ManagerAnalystAnalystsFinancial ManagerOperations ManagerHunterData Entry SpecialistData Scientist

Experience & Education

Title:
Accounting Professional
Location:
Greater Philadelphia Area
Industry:
Accounting
Work history:
State Street - Berwyn, PAPortfolio AccountantJul 2011 - Aug 2012JPMorgan Chase - Newark,DETrade AnalystOct 2010 - Jul 2011
Skills:
Bloomberg, Analysis, Accounting, Account Reconciliation, Financial Analysis, Microsoft Excel, Asset ...

Rachel Fieweger Philadelphia, PA

Professions & Specialties

Finance and Accounting SpecialistAccounting BookkeeperBookkeeperSupporting MemberApprenticeTeam MemberStudent WorkerDatabase Administrator

Experience & Education

Position:
Investment Advisory Associate at The Fairman Group
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
The Fairman Group - Berwyn, PAInvestment Advisory Associatesince Jan 2012The Fairman Group - Berwyn, PAWealth Management InternMay 2010 - Aug 2011

Jenell Wunsch Philadelphia, PA

Professions & Specialties

Finance and Accounting SpecialistAccounting BookkeeperBookkeeperManagerOperations ManagerCustodianSupporting MemberCustodial WorkerCleanersTeam MemberTraderCapital Markets ProfessionalFinancial Services ProfessionalFinancial Services Sales Agent

Experience & Education

Position:
Transaction Management Manager at State Street
Title:
Transaction Management - Officer
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
State Street - Berwyn, PATransaction Management Managersince Nov 2009Morgan Stanley Investment Management Trade Processing & Settlement Specialist, Assistant Trader, Portfolio Services AssociateJan 2006 - Nov 2009

Christopher Ball Philadelphia, PA

Professions & Specialties

Finance and Accounting SpecialistAccounting BookkeeperBookkeeperInformation Technology SpecialistSystems ArchitectApplication SupportIT SpecialistSoftware DevelopersSupport SpecialistsSystems AdministratorComputer Systems AdministratorTechnical SpecialistTechnical Support SpecialistsChief Executive

Experience & Education

Position:
Senior Information Technology Professional at De Lage Landen
Title:
Server Specialist
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
De Lage Landen - Wayne, PaSenior Information Technology Professionalsince Oct 2008De Lage Landen - Wayne, PaNetwork Systems EngineerJan 2000 - Sep 2008
Skills:
Tivoli Storage Manager, HP C-Class Servers, VMware Infrastructure, RightFax, SQL Server, Windows...

Serena Shi Philadelphia, PA

Professions & Specialties

Finance and Accounting SpecialistAccounting BookkeeperBookkeeperAnalystAnalystsResearcherSurvey ResearcherStudent Worker

Experience & Education

Position:
Research Intern at Snider Entrepreneurial Research Center
Title:
Investment Banking Summer Analyst at Barclays
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
Snider Entrepreneurial Research Center Research Internsince Apr 2011Barclays - Greater New York City AreaInvestment Banking Summer AnalystMay 2013 - Aug 2013

Dennis Lebeau Berwyn, PA

Professions & Specialties

Finance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Location:
Berwyn, Pennsylvania
Industry:
Financial Services
Skills:
Investment Operations, Relationship Management, Fund Accounting, Corporate Actions, Mutual Funds,...

George Mckinley Philadelphia, PA

Professions & Specialties

ControllerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperApprenticeChief Executive OfficerChairpersonCorporate ExecutiveChief ExecutiveStudent Worker

Experience & Education

Title:
Recent Graduate
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
PolyMedix, Inc. - Radnor, PAAccounting InternJul 2012 - Mar 2013Lincoln Financial Group Internal Audit InternJun 2012 - Jul 2012
Languages:
Spanish

Ernani Falcone Philadelphia, PA

Professions & Specialties

Finance and Accounting SpecialistAccounting BookkeeperBookkeeperSenior Vice PresidentVice PresidentChief Executive

Experience & Education

Position:
Senior Vice President/Investments - Stifel Nicolaus at Stifel Financial Corp.
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
Stifel Financial Corp. - Conshohocken,PASenior Vice President/Investments - Stifel Nicolaussince Nov 2004Janney Montgomery Scott - Berwyn, PAVice President/investmentsMay 1997 - Nov 2004
Languages:
Italian

Rick Brzozowski Philadelphia, PA

Professions & Specialties

Chief AccountantAccounting ClerkAccount ManagerAccounting BookkeeperBookkeeperProperty ManagerReal Estate Manager

Experience & Education

Position:
Senior Accountant at Fresenius Vascular Care
Location:
Greater Philadelphia Area
Industry:
Accounting
Work history:
Fresenius Vascular Care - Berwyn, PASenior Accountantsince Mar 2011Pennrose Management Staff AccountantFeb 2010 - Oct 2010

John Satterfield Philadelphia, PA

Professions & Specialties

Finance and Accounting SpecialistAccounting BookkeeperBookkeeperCounselorAdvisorFinancial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentEntertainment ProfessionalEntertainerChief ExecutiveOperations ManagerCorporate Executive

Experience & Education

Position:
Director-Client Relationships, Vice President-Investment Planning at Stillwater Capital Advisors
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
Stillwater Capital Advisors - Wayne, PaDirector-Client Relationships, Vice President-Investment Planningsince Dec 2011Morgan Stanley Smith Barney - Berwyn, PAChartered Retirement Planning Counselor/CRPC, Financial AdvisorFeb 2006 - Jan 2012
Skills:
Wealth Management, Financial Advisory, Investments, Alternative Investments, Series 7, Asset...

Sharon Alexander Philadelphia, PA

Professions & Specialties

Finance and Accounting SpecialistAccounting BookkeeperBookkeeperSales ExecutivePartnerSales ManagerChief ExecutiveSupporting MemberAdvisorTeam MemberServices ProfessionalSales and Service SpecialistSales AgentSales RepresentativeSenior Customer Service RepresentativeClient Service OfficerOperations ManagerArea ManagerManagersMaster of ScienceCustomer Service

Experience & Education

Position:
Partner Development Associate at Salt Creek Capital, Registered Investment Advisor at Focus Wealth, ...
Title:
Sales Executive
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
Salt Creek Capital Partner Development Associatesince May 2013Focus Wealth, LLC Registered Investment Advisorsince Jan 2010
Skills:
Financial Planning, Sales Management, Sales Support, Inside Sales, Financial Markets, Financial...

Brendan Meakim Philadelphia, PA

Professions & Specialties

Finance and Accounting SpecialistAccounting BookkeeperBookkeeperSales ManagerSales DirectorManagerOperations ManagerSales RepresentativeSales Agent

Experience & Education

Position:
Internal Sales Manager at Forethought Financial Group, Inc.
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
Forethought Financial Group, Inc. - Berwyn, PAInternal Sales Managersince Jan 2013The Hartford Manager of Internal SalesSep 2007 - Dec 2012
Certifications:
FINRA Series 6, 63, 26
Pennsylvania Life & Health Insurance

Bill Dandridge Berwyn, PA

Professions & Specialties

Finance and Accounting SpecialistAccounting BookkeeperBookkeeperSales AgentSales Representative

Experience & Education

Location:
Berwyn, Pennsylvania
Industry:
Financial Services
Skills:
Vendor Management, IT Strategy, Disaster Recovery, Business Continuity, SDLC, Project Portfolio...

Deb Popko Philadelphia, PA

Professions & Specialties

ControllerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperVice PresidentChief ExecutiveLeaderManagersSoftware Developers

Experience & Education

Position:
Vice President, Special Project at ModSpace
Title:
Financial Executive & Controller
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
ModSpace - Berwyn, PAVice President, Special Projectsince Nov 2010ModSpace - Berwyn, PAVice President & ControllerApr 2005 - Nov 2010
Skills:
Mergers, Acquisition Integration, Software Implementation, Revenue Recognition, Financial Control,...
Certifications:
Certified Public Accountant, Virginia Board of Accountancy (VBOA)

Robin Lavigne Philadelphia, PA

Professions & Specialties

Finance and Accounting SpecialistAccounting BookkeeperBookkeeperDirectorOperations ManagerBachelor of Arts

Experience & Education

Position:
Director, SOX and Risk Management at Dollar Financial Group, Director of Sarbanes Compliance at...
Title:
Director, SOX and Risk Management at Dollar Financial Group
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
Dollar Financial Group - Berwyn, PADirector, SOX and Risk Managementsince Oct 2012Dollar Financial Group Director of Sarbanes Compliancesince Oct 2006

Jichang Ni Philadelphia, PA

Professions & Specialties

Finance and Accounting SpecialistAccounting BookkeeperBookkeeperResearch AnalystResearch AssistantResearcherSurvey ResearcherRepresentativeAnalystsNon-ProfitPsychologistSurgical SpecialistFamily PractitionerGeneral PractitionerHigh School DiplomaPhysicianPsychology SpecialistCorporate ExecutiveChief ExecutiveOperations Manager

Experience & Education

Position:
Equity Research Analyst at Turner Investments, L.P.
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
Turner Investments, L.P. - 1205 Westlakes Drive Berwyn, PA 19312Equity Research Analystsince Sep 2012The Asian & Pacific Islander American Scholarship Fund - Philadelphia, PAPhiladelphia Regional Scholar RepresentativeJun 2010 - May 2012

Matthew Brown Berwyn, PA

Professions & Specialties

Finance and Accounting SpecialistAccounting BookkeeperBookkeeperManagerOperations ManagerDepartment ManagerDepartment SupervisorSite ManagerConstruction SpecialistConstruction LaborerBachelor of Science

Experience & Education

Location:
Berwyn, Pennsylvania
Industry:
Financial Services
Work history:
American Hearing Aid Associates - Chadds Ford, PACredit and Collection ManagerJan 2010 - Jul 2012Pioneer Credit Recovery Sr. Collections ManagerJun 2006 - Jan 2010
Skills:
Customer Service, Operations Management, Coaching, Training, Strategic Planning, Forecasting,...

Larry Santucci Philadelphia, PA

Professions & Specialties

Finance and Accounting SpecialistAccounting BookkeeperBookkeeperSenior ManagerOperations ManagerBusiness Administrator

Experience & Education

Position:
FVP, Credit Card Product Management at SunTrust Bank
Title:
Credit Card Product/Strategy
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
SunTrust Bank FVP, Credit Card Product Managementsince Jun 2011Dollar Financial Group - Berwyn, PASenior Manager, Global Decision ScienceJan 2008 - Jun 2011
Certifications:
Corticon Business Rules Management Software Training, Corticon Technologies, Inc.
Data Mining- Unsupervised Techniques, Statistics.com

Nicholas Rucci Philadelphia, PA

Professions & Specialties

Finance and Accounting SpecialistAccounting BookkeeperBookkeeperFinancial AdviserFinancial Services ProfessionalFinancial Services Sales AgentAgentSales Representative

Experience & Education

Position:
Financial Adviser at New York Life Insurance Company
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
New York Life Insurance Company - Berwyn, PAFinancial Advisersince Oct 2012CBS Radio - Boston, MAPromotionsNov 2011 - Nov 2012



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