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Bookkeepers in Rosemont, PA

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170 results found

John Fell Philadelphia, PA

Professions & Specialties

Finance and Accounting SpecialistControllerAccounting BookkeeperBookkeeperManaging PartnerCo-FounderManaging Partner and Co-FounderChief Executive OfficerChairpersonChief Operating OfficerChief Investment OfficerFinancial DirectorTreasurerChief Information OfficerSenior Vice PresidentVice PresidentDirectorManagerTeam LeaderPartnerChief ExecutiveFounderFounding MemberCorporate ExecutiveGeneral and Operations ManagerDirector of OperationsOperations ManagerManagement AnalystsFinancial OfficerFinancial ManagerTechnology DirectorTechnology ManagerTechnical ManagersHuman Resources SpecialistRecruitmentGeneralistRelationship ManagerAgentAccount Service ManagerClient Service OfficerSales RepresentativeCustomer Service

Experience & Education

Position:
Managing Partner & Co-Founder at HFC Executive Search
Title:
Managing Partner, HFC Executive Search
Location:
Greater Philadelphia Area
Industry:
Staffing and Recruiting
Work history:
HFC Executive Search - Rosemont, PAManaging Partner & Co-Foundersince 1997Mellon Bank - Philadelphia, PAVice President1988 - 1997

Jennifer Upton Rosemont, PA

Professions & Specialties

Finance and Accounting SpecialistAccounting BookkeeperBookkeeperClient ManagerClient Service OfficerCustomer ServiceCertified Nurse AideNurseNurse PractitionerVolunteerTeam MemberNon-ProfitLicensed Real Estate BrokerProperty ManagerReal Estate ManagerEntertainment ProfessionalEntertainer

Experience & Education

Position:
Client Services Manager at IFG Mortgage Corp
Location:
Bryn Mawr, Pennsylvania
Industry:
Financial Services
Work history:
IFG Mortgage Corp - Bryn Mawr, PAClient Services Managersince May 2013Mortgage Master - Wayne, PAClient Services ManagerMay 2012 - May 2013
Skills:
Insurance, New Business Development, Coaching, Team Building, Social Media, Excel, Word, Mentoring, ...

Diane Quinn Philadelphia, PA

Professions & Specialties

Finance and Accounting SpecialistAccounting BookkeeperBookkeeperSupporting MemberAdvisorProject ManagerTeam MemberCertified Nurse AideNurseNurse PractitionerEquipment Tools Purchasing AgentDepartment Store SalespersonRetail ProfessionalRetail SalespersonProject ManagersManagersOffice ClerkClerical SpecialistRelationship ManagerServices ProfessionalSales and Service SpecialistSales AgentSales RepresentativeSenior Sales RepresentativeSenior Customer Service RepresentativeManagerChief ExecutiveEvent ManagerProduction ManagerSales ManagerOperations ManagerLicensed Real Estate BrokerProperty ManagerReal Estate ManagerData Scientist

Experience & Education

Position:
Commercial Banking Associate at The Bryn Mawr Trust Company
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
The Bryn Mawr Trust Company - Bryn MawrCommercial Banking Associatesince May 2012Wells Fargo Private Bank - Radnor, PATrust AssociateNov 2009 - Dec 2010
Skills:
Microsoft Office, Word, Excel, PowerPoint, Supervisory Skills, Wealth Management, Trust Services,...

David Krautheim Philadelphia, PA

Professions & Specialties

Finance and Accounting SpecialistAccounting BookkeeperBookkeeperInformation Technology DirectorProject ManagersSports TrainerSports TrainersCounselorProject ManagerAdvisorIT ManagerPartnerOperations ManagerCorporate ExecutiveChief ExecutiveFinancial OfficerFinancial ManagerGeneral and Operations ManagerDirector of OperationsAnalystManagersAnalystsTechnical Support SpecialistApplication SupportInformation Technology SpecialistNetwork AdministratorSoftware DevelopersSupport SpecialistsIT SpecialistEquipment Tools Purchasing AgentServices ProfessionalSales and Service SpecialistSales AgentSales RepresentativeDepartment Store SalespersonRetail ProfessionalRetail SalespersonMaster of Science

Experience & Education

Position:
Director of Information Technology, Cloud and Consulting Services at Tamman Technologies Inc.
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
Tamman Technologies Inc. - Bryn Mawr, PADirector of Information Technology, Cloud and Consulting Servicessince Apr 2012Marketing Intelligence Management - Wayne, PATechnical Project MangerJun 2011 - Apr 2012
Skills:
Data Center, Active Directory, Disaster Recovery, Cloud Computing, Security, Virtualization, Vendor ...

Adam Saunders Philadelphia, PA

Professions & Specialties

Finance and Accounting SpecialistAccounting BookkeeperBookkeeperFinancial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentCertified Nurse AideNurseNurse PractitionerPremierGovernment Service ExecutiveGovernment Administration OfficerCivil ServantMaster of ScienceSecurity

Experience & Education

Position:
Financial Advisor at Morgan Stanley Wealth Management
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
Morgan Stanley Wealth Management - Bryn Mawr, PAFinancial Advisorsince Aug 2012Loewen Ondaatje McCutcheon - King of Prussia, PAInstitutional Equity SalesJan 2012 - Jul 2012
Certifications:
Series 7 & 66

Rosie Cheah Philadelphia, PA

Professions & Specialties

Financial AnalystFinance and Accounting SpecialistAccounting BookkeeperBookkeeperAccounts Receivable ManagerAccounting ClerkAccount ManagerAccounts Receivables SpecialistAccounts ReceivableMaster of Business AdministrationBachelor of ScienceAnalysts

Experience & Education

Position:
IT Financial Analyst at De Lage Landen
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
De Lage Landen - Wayne, PaIT Financial Analystsince Oct 2011Aqua America - Bryn Mawr, PaLead Financial AnalystAug 2008 - Jul 2011

Julie Smoot Philadelphia, PA

Professions & Specialties

Finance and Accounting SpecialistAccounting BookkeeperBookkeeperAssistant Vice PresidentTeam LeaderChief Operating OfficerChief Administrative OfficerVice PresidentChief ExecutiveOperations ManagerGeneral and Operations ManagerDirector of OperationsFiduciaryTrust Law AttorneyLawyersSupporting MemberTeam MemberStock BrokerCapital Markets ProfessionalFinancial Services ProfessionalFinancial Services Sales Agent

Experience & Education

Position:
Assistant Vice President/Wealth Division Team Leader at The Bryn Mawr Trust Company
Title:
Assistant Vice President & Team Leader at The Bryn Mawr Trust Company
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
The Bryn Mawr Trust Company - Bryn Mawr, PAAssistant Vice President/Wealth Division Team Leadersince Jun 2012The Bryn Mawr Trust Company Investment AssociateJan 2010 - May 2012

Amy Zhao Philadelphia, PA

Professions & Specialties

Finance and Accounting SpecialistAccounting BookkeeperBookkeeperIncome Tax PreparerTax PreparerTax AccountantApprenticeStudent WorkerCoordinatorVolunteerManagersNon-ProfitBachelor of ArtsModelGovernment Administration ProfessionalOperations ManagerCommunity Service Manager

Experience & Education

Position:
Intern, Portfolio Review Department at Vanguard
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
Vanguard - Malvern, PAIntern, Portfolio Review Departmentsince May 2013Bryn Mawr College - Bryn Mawr, PACareer Development Office InternSep 2012 - May 2013
Skills:
Microsoft Excel, Taxwise, Photoshop, Filemaker Pro, Mathematica, Processing, Macromedia Director,...
Languages:
English, Chinese

Brian Fleming Philadelphia, PA

Professions & Specialties

Finance and Accounting SpecialistAccounting BookkeeperBookkeeperMaster of ScienceOperations Manager

Experience & Education

Position:
First Vice President-Investments at Janney Montgomery Scott
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
Janney Montgomery Scott First Vice President-Investmentssince Mar 2009Morgan Stanley Smith Barney - Bryn Mawr PaFirst Vice President-InvestmentsMay 2005 - Mar 2009
Skills:
Retirement Planning, Wealth Management, Financial Planning, Estate Planning, Portfolio Management

Charlotte Stellwagen Philadelphia, PA

Professions & Specialties

Finance and Accounting SpecialistAccounting BookkeeperBookkeeperFinancial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentAdvisorDoctor of MedicineBachelor of ScienceDepartment Store SalespersonRetail ProfessionalRetail Salesperson

Experience & Education

Position:
Investment Advisor and Chartered Financial Consultant at Stellwagen Financial Services, Inc.
Title:
Pres, Stellwagen Financial Services, Inc.
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
Stellwagen Financial Services, Inc. - 12 Elliott Ave, Bryn Mawr, PA 19010Investment Advisor and Chartered Financial Consultantsince Oct 1985Horner Townsend and Kent, Inc. Financial AdvisorSep 1997 - Dec 2010
Skills:
Retirement Planning, Retirement, Estate Planning, Strategic Financial Planning, Wealth Management,...

Jamie Hopkins Philadelphia, PA

Professions & Specialties

Finance and Accounting SpecialistAccounting BookkeeperBookkeeperAssociate ProfessorLecturerPostsecondary TeacherDeputy DirectorDeputy ManagerChief ExecutiveSecurityLaw SpecialistLawyers

Experience & Education

Position:
Associate Director of the New York Life Center for Retirement Income at The American College,...
Title:
Assistant Professor of Taxation & Associate Director of the New York Life Center for Retirement Income
Location:
Greater Philadelphia Area
Industry:
Law Practice
Work history:
The American College - Bryn Mawr, PAAssociate Director of the New York Life Center for Retirement Incomesince Apr 2013The American College - United StatesAssistant Professor of Taxationsince Sep 2012

Kacie Adams Rosemont, PA

Professions & Specialties

Finance and Accounting SpecialistAccounting BookkeeperBookkeeperAnalystAnalystsCo-FounderFounderFounding MemberChief ExecutiveTeam MemberAdvertising ProfessionalAdvertising Sales AgentSenior Customer Service RepresentativeClient Service OfficerCustomer ServiceResearch SpecialistResearch Scientist

Experience & Education

Position:
Co-founder at kacielane, Compliance Analyst at JGWPT
Title:
Compliance Analyst at JGWPT
Location:
Bryn Mawr, Pennsylvania
Industry:
Financial Services
Work history:
Kacielane Co-founderJGWPT - Radnor, PennsylvaniaCompliance Analystsince Aug 2011
Skills:
Social Media, Media Planning, Cision, Advertising, Compliance, Structured Settlements, Fixed...
Languages:
French

Steven Kiekel Rosemont, PA

Professions & Specialties

BookkeeperEngineerResearcherSurvey ResearcherSoftware DeveloperSoftware DevelopersTeam Member

Experience & Education

Work

Company:
Riverside llc - Binghamton, NY
Bookkeeper
Company:
Ithaca college physics department - Ithaca, NY
Undergraduate researcher

Skills

Computer: Proficient with MATLAB, C++, ProEngineer, SolidWorks, LaTex, and Microsoft Office ...

John Scarduzio Philadelphia, PA

Professions & Specialties

ControllerAccounting ClerkCost AccountantAccounting BookkeeperBookkeeperAccounting AnalystFinancial AnalystAnalystCounselorRecognitionAnalystsAdvisorFinancial SpecialistFinancial Services ProfessionalFinancial ConsultantFinancial Services Sales AgentEquipment Tools Purchasing AgentDepartment Store SalespersonRetail ProfessionalRetail SalespersonLoan OfficersMortgage SpecialistSales RepresentativeSales ExecutiveInformation Technology SpecialistIT SpecialistOperations ManagerSales Manager

Experience & Education

Title:
Revenue Analyst at Aqua America
Location:
Greater Philadelphia Area
Industry:
Utilities
Work history:
Aqua America Inc - Bryn Mawr, PA 19010Revenue AnalystMar 2009 - Apr 2012Robert Half Salaried Professional - Wayne, PAFinancial Specialist and ConsultantFeb 2007 - Mar 2009

Marjorie Snelling Philadelphia, PA

Professions & Specialties

Finance and Accounting SpecialistAccounting BookkeeperBookkeeperChief Operating OfficerGeneral and Operations ManagerDirector of OperationsOperations ManagerRepresentativeAdvisorMaster of ScienceAgentSales AgentSales Representative

Experience & Education

Position:
Chief Operating Officer, Wealth Management Division at The Bryn Mawr Trust Company
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
The Bryn Mawr Trust Company - Bryn Mawr PAChief Operating Officer, Wealth Management Divisionsince Nov 2011Lincoln Financial Advisors Registered RepresentativeJun 2009 - Dec 2011

Anthony Torres Rosemont, PA

Professions & Specialties

Finance and Accounting SpecialistAccounting BookkeeperBookkeeperAssociate of Science

Experience & Education

Title:
Knowledge, Creativity, Implementation!!!
Location:
Bryn Mawr, Pennsylvania
Industry:
Financial Services
Skills:
Entrepreneurship, Negotiation, Sales, Research, Leadership, Customer Service

Lisa Yang Rosemont, PA

Professions & Specialties

Finance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Title:
Retired
Location:
Bryn Mawr, Pennsylvania
Industry:
Financial Services
Work history:
First Boston Corp, CSFB, Lehman Brothers, PHLX, Investec Investment Banking/Strategic PlanningMay 1976 - Sep 2001

Matthew Gillin Rosemont, PA

Professions & Specialties

Finance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

United States Patent InventorAppl. No.Assignee

#7254557  Aug 7, 2007

Filed: Apr 29, 1999

Matthew J. Gillin (Rosemont, PA)
Roger Korfmann (Radnor, PA)
Paul L. Raden (Phoenixville, PA)
09/302218 C/Base, Inc. (Conshohocken, PA)
International Classification: G06Q 40/00U.S. Classification: 705 40, 705 35
Patent:
Financial services payment vehicle and method
Abstract:
A financial services payment vehicle is disclosed having a database stored on a computer readable...

Nancy Fanucchi Philadelphia, PA

Professions & Specialties

Finance and Accounting SpecialistAccounting BookkeeperBookkeeperAssistant Vice PresidentChief Administrative OfficerVice PresidentChief ExecutiveAdvisorLicensed Real Estate BrokerProperty ManagerReal Estate Manager

Experience & Education

Position:
Assistant Vice President and Trust Advisor at The Bryn Mawr Trust Company
Title:
Assistant Vice President/Trust Advisor at The Bryn Mawr Trust Company
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
The Bryn Mawr Trust Company - Bryn Mawr, PAAssistant Vice President and Trust Advisorsince Nov 2012The Bryn Mawr Trust Company Trust Administrator/Trust OfficerNov 1999 - Nov 2012

Christella Louis Rosemont, PA

Professions & Specialties

Finance and Accounting SpecialistAccounting BookkeeperBookkeeperAdministrative CoordinatorOffice AssistantClerical SpecialistOffice ClerkChief Administrative OfficerChief Executive

Experience & Education

Position:
Administrative Coordinator at The American College
Title:
Center Administrative Coordinator
Location:
Bryn Mawr, Pennsylvania
Industry:
Financial Services
Work history:
The American College - Bryn Mawr, PennsylvaniaAdministrative Coordinatorsince Apr 2011Haverford College - Haverford, PennsylvaniaOffice AssistantSep 2007 - May 2010

Esther Chen Philadelphia, PA

Professions & Specialties

Finance and Accounting SpecialistAccounting BookkeeperBookkeeperCoordinatorManagersGovernment Administration ProfessionalSurvey ResearcherMathematicianStudent WorkerComputer ScientistsCommunity Service Manager

Experience & Education

Position:
Investment Coordinator at Glenmede
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
Glenmede - Greater Philadelphia AreaInvestment Coordinatorsince May 2012Bryn Mawr College - Bryn Mawr,PACareer AmbassadorAug 2011 - May 2012
Skills:
Cantonese, Mandarin, Cognos, Microsoft Excel, Bloomberg

Brian Popek Philadelphia, PA

Professions & Specialties

Finance and Accounting SpecialistAccounting BookkeeperBookkeeperLogisticianCounselorAnalystAdvisorAnalystsLogistics Supply Chain ProfessionalCorporate ExecutiveChief ExecutiveCapital Markets ProfessionalFinancial Services ProfessionalFinancial Services Sales AgentStudent Worker

Experience & Education

Position:
Operations Quality Control Consultant at Hedge Fund
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
Hedge Fund - Westport, CTOperations Quality Control Consultantsince Apr 2013Private Client Resources, LLC - Wilton, CTOperations AnalystJul 2012 - Apr 2013

Joseph Catrino Philadelphia, PA

Professions & Specialties

Finance and Accounting SpecialistAccount ManagerAccounting BookkeeperBookkeeperChief Information OfficerExecutive Vice PresidentPartnerSenior DirectorTechnology DirectorTechnology ManagerTechnical ManagersVice PresidentChief ExecutiveSenior ManagerOperations ManagerSecuritySolutions AdvisorAdvisorSupplierClient Service OfficerServices ProfessionalSales and Service SpecialistSales AgentSales RepresentativeCustomer ServiceHuman Resources SpecialistRecruitmentMaster of Science

Experience & Education

Position:
EVP & CIO at Right Management
Title:
CIO at Right Management
Location:
Philadelphia, Pennsylvania
Industry:
Management Consulting
Work history:
Right Management - Greater Philadelphia AreaEVP & CIOsince Jan 2000ASPEON SOLUTIONS (formerly DYNAMIC TECHNOLOGIES, INC.) - Collegeville, PASenior Director, Consulting Services1997 - 1999

Valeriya Stein Rosemont, PA

Professions & Specialties

BookkeeperRegistered NurseNurse Practitioner

Experience & Education

Work

Company:
Belle haven skilled nursing and rehabilitation center - Quakertown, PA
Registered nurse
Company:
Ts technical inc - Bryn Mawr, PA
Bookkeeper

Alens Xhoxhi Rosemont, PA

Professions & Specialties

Accounting ClerkAccounting BookkeeperBookkeeperDriversOperations Manager

Experience & Education

Work

Company:
The baldwin school
Staff accountant
Company:
Driver

Stephanie Gamber Philadelphia, PA

Professions & Specialties

Finance and Accounting SpecialistAccounting BookkeeperBookkeeperFinancial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentAssistant Vice PresidentVice PresidentChief ExecutiveInvestment AnalystPuchasing and Estimating ManagerFinancial ManagerOperations ManagerAnalysts

Experience & Education

Position:
Financial Advisor, Assistant Vice President at Morgan Stanley
Title:
Financial Advisor at Morgan Stanley
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
Morgan Stanley - Bryn Mawr, PAFinancial Advisor, Assistant Vice Presidentsince Nov 2011Merrill Lynch - Greater Philadelphia AreaFinancial AdvisorFeb 2007 - Nov 2011
Languages:
Japanese

Gary Shumate Philadelphia, PA

Professions & Specialties

Finance and Accounting SpecialistAccounting BookkeeperBookkeeperFinancial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentVice PresidentChief ExecutiveClient Service OfficerCustomer Service

Experience & Education

Position:
Financial Advisor I Vice President at Morgan Stanley Wealth Management
Title:
Financial Advisor I Vice President @ Morgan Stanley
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
Morgan Stanley Wealth Management - Two Town Place, Suite 100 Bryn Mawr PA 19010Financial Advisor I Vice Presidentsince Mar 2011HSBC Securities Financial AdvisorJan 2010 - Mar 2011

Rob Hastings Philadelphia, PA

Professions & Specialties

Finance and Accounting SpecialistAccounting BookkeeperBookkeeperChief Executive OfficerDevelopment DirectorCorporate ExecutiveChief ExecutiveHR Manager

Experience & Education

Position:
Managing Director, Business Development at Navistar Partners, LLC
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
Navistar Partners, LLC - Bryn Mawr, PAManaging Director, Business Developmentsince Jul 2012The NephCure Foundation - Berwyn, PADirector of DevelopmentAug 2011 - Jan 2012
Certifications:
Certified Trust and Financial Advisor (CTFA), American Bankers Association
Pennsylvania Life Accident & Health Insurance License, Commonwealth of Pennsylvania

Priscilla Porch Rosemont, PA

Professions & Specialties

Finance and Accounting SpecialistAccounting BookkeeperBookkeeperParalegalLitigation Support SpecialistAnalystAnalystsLawyers

Experience & Education

Position:
Income Maintenance Caseworker at PA Dept of Public Welfare
Title:
Attorney/Paralegal/Trust Officer
Location:
Bryn Mawr, Pennsylvania
Industry:
Financial Services
Work history:
PA Dept of Public Welfare Income Maintenance Caseworkersince May 2013Wells Fargo Bank - Philadelphia, PATrust Analyst2007 - 2010

Noel Ross Philadelphia, PA

Professions & Specialties

Finance and Accounting SpecialistAccounting BookkeeperBookkeeperClient Service OfficerAdministrative AssociateAdministrative ClerkClerical SpecialistEmployment AssistantEmployee Placement SpecialistRecruitmentCustomer ServicePublic Relations Professinal

Experience & Education

Position:
Client Service Representative at SunGard
Title:
Client Service Representative
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
SunGard - Malvern, PAClient Service Representativesince Apr 2011SunGard Financial Systems - Malvern, PAAdministrative Assistant/HR AssistantSep 2010 - Apr 2011

Patrick Curtin Philadelphia, PA

Professions & Specialties

Finance and Accounting SpecialistAccounting BookkeeperBookkeeperAdvisorCounselorAgentSales RepresentativeAssistant Vice PresidentVice PresidentChief ExecutiveSenior Customer Service RepresentativeClient Service OfficerSales ManagerCustomer ServiceFinancial Services ProfessionalFinancial Services Sales Agent

Experience & Education

Title:
Advisor Consultant at RevenueShares
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
Peterson Insurance Services, Inc. - Havertown, PACommercial Insurance BrokerMar 2012 - Jul 2013Access Distribution Partners Assistant Vice PresidentAug 2011 - Mar 2012

Ken Leidheiser Philadelphia, PA

Professions & Specialties

Account ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperTerritory Account ManagerAdvertising ProfessionalAdvertising Sales AgentGroup ManagerChief ExecutiveArea ManagerManagersRegion ManagerOperations ManagerModelSharePoint AdministratorComputer Software ProfessionalInformation Technology SpecialistNetwork Systems AdministratorComputer Network ProfessionalNetwork AdministratorSoftware DevelopersIT SpecialistMaster of Business AdministrationGovernment Service ExecutiveGovernment Administration OfficerCivil Servant

Experience & Education

Position:
Territory Manager, Strategic Enterprise Accounts at Comcast Business Class
Location:
Greater Philadelphia Area
Industry:
Marketing and Advertising
Work history:
Comcast Business Class - Harrisburg, Pennsylvania AreaTerritory Manager, Strategic Enterprise Accountssince May 2012ESF, Inc. - Bryn Mawr, PAGroup ManagerJun 2011 - Sep 2012

Scott Renninger Philadelphia, PA

Professions & Specialties

Finance and Accounting SpecialistAccounting BookkeeperBookkeeperChief Investment OfficerChief Information OfficerManagement AnalystsTechnology DirectorTechnology ManagerTechnical ManagersFinancial OfficerFinancial ManagerOperations ManagerChief ExecutiveCorporate ExecutiveHuman Resources SpecialistRecruitmentMaster of Business Administration

Experience & Education

Position:
Chief Investment Officer at Captive Resources, LLC, Chief Investment Officer at Affiliated...
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
Captive Resources, LLC - Schaumburg, ILChief Investment Officersince Oct 2010Affiliated Distributors - Wayne, PAChief Investment Officersince Oct 2010
Skills:
Risk Management, Asset Allocation, ALM, Asset Managment, Finance, Mutual Funds, Investment...

Adam Simon Philadelphia, PA

Professions & Specialties

Finance and Accounting SpecialistAccounting BookkeeperBookkeeperChairpersonExecutive CompensationChief ExecutiveFinancial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentOperations ManagerMortgage SpecialistLoan OfficersSales RepresentativeClient Service OfficerCustomer ServiceProperty ManagerReal Estate Manager

Experience & Education

Position:
President at Carter Cole Investments
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
Carter Cole Investments - Bryn Mawr, PAPresidentsince Feb 2012New England Securities Financial AdvisorNov 2009 - Feb 2012

Christopher Yared Rosemont, PA

Professions & Specialties

Finance and Accounting SpecialistAccounting BookkeeperBookkeeperTutorApprenticeStudent WorkerTeam MemberBachelor of Business AdministrationMarket Research Analyst

Experience & Education

Title:
MSF Candidate at Villanova University
Location:
Bryn Mawr, Pennsylvania
Industry:
Financial Services
Work history:
University of Kentucky Economics TutorJan 2012 - May 2013DC BookBuyers, LLC - Lexington, Kentucky AreaInternMay 2011 - Aug 2012
Skills:
Computers, Organization, Social Media, Event Planning, PowerPoint, Microsoft Office, Microsoft...
Languages:
English, French (intermediate)
Certifications:
Bloomberg

Andrew Bernstein Philadelphia, PA

Professions & Specialties

Finance and Accounting SpecialistAccounting BookkeeperBookkeeperClosing ProcessorReal Estate Sales AgentAgentSales AgentSales RepresentativeLicensed Real Estate BrokerProperty ManagerReal Estate ManagerMathematicsMathematicianLead TeacherTeaching AssistantEducatorEducation ProfessionalInstructorBusiness AdministratorSports TrainersOperations Manager

Experience & Education

Position:
Multifamily Loan Closing Processor at Prudential Financial
Title:
Loan Closing Processor at Prudential Mortgage Capital Company
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
Prudential Financial - Arlington, VAMultifamily Loan Closing Processorsince Feb 2013Prudential Financial - Dresher, PAFinancial Control Specialist, AnnuitiesNov 2012 - Feb 2013

Chris Paiz Rosemont, PA

Professions & Specialties

Finance and Accounting SpecialistAccounting BookkeeperBookkeeperGeneral CounselSummer AssociateOf CounselJuristLegal CounselParalegalApprenticeSupporting MemberTeam MemberStudent WorkerLawyersAdvisor

Experience & Education

Title:
Intern to General Counsel at Dollar Financial Group
Location:
Bryn Mawr, Pennsylvania
Industry:
Financial Services
Work history:
Dollar Financial Group Intern to General CounselMay 2012 - Dec 2012Fox Rothschild LLP AssociateMay 2011 - Jul 2011
Skills:
Litigation Support, Contract Negotiation, Direct Sales, Real Estate Transactions, FCPA, Project...

Emanuele Buonamici Rosemont, PA

Professions & Specialties

Finance and Accounting SpecialistControllerAccounts PayableAccounts Payable SpecialistAccounts ReceivableAccounting BookkeeperBookkeeperFinancial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentSales ManagerOperations Manager

Experience & Education

Position:
Financial Advisor at Morgan Stanley Wealth Management
Location:
Bryn Mawr, Pennsylvania
Industry:
Financial Services
Work history:
Morgan Stanley Wealth Management - Bryn Mawr, PAFinancial Advisorsince Mar 2013Kast Distributors - Carney's Point, NJControllerMar 2012 - Mar 2013
Languages:
Italian

Judy Culver Philadelphia, PA

Professions & Specialties

Finance and Accounting SpecialistAccounting BookkeeperBookkeeperFinancial Compliance ExaminerAuditorAccounts Receivables SpecialistAssistant Vice PresidentManagerVice PresidentChief ExecutiveOperations ManagerBusiness Unit ManagerBusiness Administration SpecialistBachelor of ScienceAdvisorClient Service OfficerCustomer Service

Experience & Education

Position:
Assistant Vice President/Assistant Collections Manager at The Bryn Mawr Trust Company
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
The Bryn Mawr Trust Company - Bryn Mawr, PAAssistant Vice President/Assistant Collections Managersince Nov 2012GMAC Mortgage - Ft Washington, PASr Mortgage Default SpecialistOct 2011 - Nov 2012

Mark Stevens Philadelphia, PA

Professions & Specialties

Credit AnalystFinance and Accounting SpecialistLoan AccountantAccounting BookkeeperBookkeeperSales and Service SpecialistSales AgentSales RepresentativeProperty ManagerReal Estate ManagerMortgage SpecialistLoan Officers

Experience & Education

Position:
Credit Analyst at Flagship Credit Acceptance
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
Flagship Credit Acceptance - Chadds Ford, PACredit Analystsince Jan 2013Wells Fargo Inbound Sales Specialist 2Jul 2006 - Apr 2011
Certifications:
PA Real Estate Salesperson License, PA Real Estate Commission

Glad Cleveland Rosemont, PA

Professions & Specialties

Finance and Accounting SpecialistAccounting BookkeeperBookkeeperInsurance ProfessionalUnderwriterArmy Lieutenant ColonelCaptainSales Account AssociateSales ExecutivePsychologistOperations ManagerChief ExecutiveSales ManagerPsychology Specialist

Experience & Education

Work

Company:
Transamerica
Financial services & insurance agent
Company:
Charlap and miller, inc. insurance and financial planning
Client services account management (1/98 present)

Skills

INDUSTRY EXPERIENCE Financial, Insurance, Technology, Radio, Automotive, Credit Card marketing,...

Sean O'rourke Philadelphia, PA

Professions & Specialties

Finance and Accounting SpecialistAccounting BookkeeperBookkeeperBankerFinancial Services ProfessionalFinancial Services Sales Agent

Experience & Education

Position:
Regional Bank Private Banker at Wells Fargo, Licensed Banker at Wells Fargo
Title:
Regional Bank Private Banker at Wells Fargo
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
Wells Fargo - Bryn Mawr, PARegional Bank Private Bankersince Apr 2013Wells Fargo - Huntingdon Valley, PaLicensed Bankersince Mar 2011

David Wilson Rosemont, PA

Professions & Specialties

Finance and Accounting SpecialistAccounting BookkeeperBookkeeperChief Executive OfficerDirectorVice PresidentCorporate ExecutiveChief ExecutiveOperations ManagerAdvisor

Experience & Education

Position:
Executive Director, Sr. Portfolio Management Director, Wealth Advisor at Morgan Stanley
Title:
Executive Director, Wealth Advisor at Morgan Stanley
Location:
Bryn Mawr, Pennsylvania
Industry:
Financial Services
Work history:
Morgan Stanley - Bryn Mawr, PAExecutive Director, Sr. Portfolio Management Director, Wealth Advisorsince May 2006Lehman Brothers - Greater Philadelphia AreaSr. Vice PresidentJun 2000 - May 2006

Maureen Campa Rosemont, PA

Professions & Specialties

Finance and Accounting SpecialistAccounting BookkeeperBookkeeperSupporting MemberTeam MemberSupplierServices ProfessionalSales and Service SpecialistSales AgentSales RepresentativePsychology Specialist

Experience & Education

Position:
Service Associate at Vanguard
Location:
Bryn Mawr, Pennsylvania
Industry:
Financial Services
Work history:
Vanguard Service Associatesince Sep 2008Wilmington Finance Vendor Management AssociateNov 2006 - Jul 2008

Matthew Rutberg Rosemont, PA

Professions & Specialties

Finance and Accounting SpecialistAccounting BookkeeperBookkeeperDirectorOperations ManagerReal Estate Manager

Experience & Education

Work

Company:
Cancer treatment centers of america - Philadelphia, PA
Director of lean six sigma
Company:
Ge capital - trailer fleet services - Wayne, PA
Six sigma master black belt and real estate manager

Skills

Six Sigma, Lean Sigma, Change Management, Project Management, Minitab, Visio, MS Access, MS Office

Eleanor Brockenbrough Rosemont, PA

Professions & Specialties

Accounting ClerkBookkeeperAccounting BookkeeperCertified Nurse AideNurseNurse Practitioner

Experience & Education

Work

Company:
Line systems, inc
Staff accountant
Company:
Genesis eldercare staffing services - Broomall, PA
Bookkeeper iii

Skills

SOP creation, Advanced Microsoft Office Excel use, Previous use of Peachtree accounting software,...

Kristina Nielsen Philadelphia, PA

Professions & Specialties

Finance and Accounting SpecialistAccounting BookkeeperBookkeeperMarketing ProfessionalAdvertising Sales AgentManagerOperations Manager

Experience & Education

Position:
Marketing Specialist at Lincoln Financial Group
Title:
Marketing Specialist
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
Lincoln Financial Group - Radnor, PAMarketing Specialistsince Dec 2011Brinker Capital - Berwyn, PAMarketing and Events ManagerAug 2004 - Mar 2009

Diane Wagner Rosemont, PA

Professions & Specialties

Finance and Accounting SpecialistAccounting BookkeeperBookkeeperFinancial Services ProfessionalFinancial Services Sales AgentSenior AdvisorAdvisorChief ExecutiveOperations Manager

Experience & Education

Title:
Retired Financial Services Professional
Location:
Bryn Mawr, Pennsylvania
Industry:
Financial Services
Work history:
Fannie Mae Retired Financial Services ProfessionalApr 2006 - Jun 2011BenchMark Consulting International Senior Consultant1995 - 2006

Tyler Ridley Rosemont, PA

Professions & Specialties

Finance and Accounting SpecialistAccounting BookkeeperBookkeeperDirectorOperations ManagerApprenticeStudent Worker

Experience & Education

Work

Company:
Villanova learning support services
Assistant to the director of learning support services
Company:
Kpmg llp - Boston, MA
Financial services, federal tax intern



Bookkeepers near Rosemont, PA019,53239,06458,59678,12897,660PhiladelphiaWayneFort WashingtonConshohockenPlymouth MeetingBlue BellBerwynNorristownMediaValley Forge