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Financial Management Analysts in Pennsylvania

Financial Management Analysts in Allentown, PA

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21 results found

Jackie Frantz Allentown, PA

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Chief Administrative Officer • Chief Executive • Administrative Associate • Administrative Clerk • Clerical Specialist • Customer Service • Client Service Officer • Sales Representative • Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Recruitment

Experience & Education

Position:
Administrative Assistant at Kerry Erickson, Financial Planner, Lehigh Valley Financial Group
Title:
Experienced administrative and management professional
Location:
Allentown, Pennsylvania Area
Industry:
Financial Services
Work history:
Kerry Erickson, Financial Planner, Lehigh Valley Financial Group - Center Valley, PAAdministrative Assistantsince Sep 2011Simonik Transportation & Warehousing Group Sales RepresentativeSep 2008 - Feb 2011
Skills:
Problem Solving, Customer Service, Insurance Billing, Proficient in word, excel, and power point,...
Full Profile

Jim Stull Allentown, PA

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Contractor • Independent Business Owners

Experience & Education

Position:
Sales at Sears
Location:
Allentown, Pennsylvania Area
Industry:
Retail
Work history:
Sears SalesSelf employed Financial PlannerApr 1993 - Jan 2001
Full Profile

Janice Gill Allentown, PA

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Customer Service • Client Service Officer • Equipment Tools Purchasing Agent • Department Store Salesperson • Retail Professional • Retail Salesperson • Certified Nurse Aide • Nurse • Nurse Practitioner • Speaker • Planner • Spokesperson • Representative • Sales Representative • Advisor • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Operations Manager • Chief Executive • Financial Officer • Financial Manager • Talent Agent • Recruitment

Experience & Education

Location:
Allentown, Pennsylvania Area
Industry:
Management Consulting
Work history:
Square One Sales/Asst.Mgr.May 2005 - Apr 2010AIG Insurance Insurance Agent/Financial PlannerJun 2004 - Oct 2004
Skills:
Sales, Marketing, Customer Service, Management, Retail, Microsoft Excel, Public Speaking, All...
Full Profile

Bob Brown Allentown, PA

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Founder • Founding Member • Chief Executive • Doctor of Medicine • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
LPL Financial Planner at Lehigh Valley Investment Group
Title:
LPL Financial Planner, Founder Lehigh Valley Investment Group
Location:
Allentown, Pennsylvania Area
Industry:
Financial Services
Work history:
Lehigh Valley Investment Group LPL Financial Plannersince Oct 1991
Full Profile

Jacqueline Nonnemacher Allentown, PA

Professions & Specialties

Financial Planner • Financial Consultant • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Sales Person • Agent • Sales Representative

Experience & Education

Position:
Financial Advisor at Ameriprise Financial
Title:
Financial Planner at Ameriprise Financial
Location:
Allentown, Pennsylvania Area
Industry:
Financial Services
Work history:
Ameriprise Financial Financial Advisorsince 1998Janney Montgomery Scott Sales Assistant/Broker1992 - 1998
Skills:
Retirement planning, retirement income distribution, investment management, education planning
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Mike Ippoliti Allentown, PA

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Manager • Operations Manager

Experience & Education

Title:
Wealth Manager and Financial Planner at Valley National Financial Advisors
Location:
Allentown, Pennsylvania Area
Industry:
Investment Management
Full Profile

David Markle Allentown, PA

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Director • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Director of Financial Planning at MB, Levis & Associates, LLC
Location:
Allentown, Pennsylvania Area
Industry:
Financial Services
Work history:
MB, Levis & Associates, LLC Director of Financial Planningsince Jul 2012McQueen, Ball & Associates, Inc. Financial PlannerNov 2005 - Jun 2012
Skills:
Financial Analysis, Strategic Financial Planning, Accounting, Financial Reporting, Tax, Financial...
Full Profile

Dan Dobrila Allentown, PA

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Director • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Director of Wealth Planning at Greenberg & Rapp Financial Group
Location:
Allentown, Pennsylvania Area
Industry:
Financial Services
Work history:
Greenberg & Rapp Financial Group Director of Wealth Planningsince Mar 2008Chase Manhattan Bank Financial Planner1992 - 2000
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Christopher Guido Allentown, PA

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Paramedic

Experience & Education

Position:
Paramedic at Hunterdon Medical Center, Retail Financial Planner / Paramedic at Phillips Van Heusen
Title:
Retail Financial Planner / Paramedic at Phillips Van Heusen
Location:
Allentown, Pennsylvania Area
Industry:
Apparel & Fashion
Work history:
Hunterdon Medical Center Paramedicsince 2001Phillips Van Heusen Retail Financial Planner / Paramedicsince May 1996
Skills:
Project Planning
Full Profile

Chris Zavecz Allentown, PA

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Title:
Senior Financial Planner at Sterling Financial Advisors LLC
Location:
Allentown, Pennsylvania Area
Industry:
Financial Services
Full Profile

Mike Rothrock Allentown, PA

Professions & Specialties

Supporting Member • Team Member • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Title:
Managing Associate at Creative Financial Group
Location:
Allentown, Pennsylvania Area
Industry:
Financial Services
Full Profile

Paul Barbehenn Allentown, PA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Chief Investment Officer • Management Analysts • Financial Manager • Operations Manager • Finance and Accounting Specialist • Financial Analyst • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Chief Investment Officer at Leber-Andesa Advisors, Inc.
Location:
Allentown, Pennsylvania Area
Industry:
Investment Management
Work history:
Leber-Andesa Advisors, Inc. Chief Investment Officersince Jan 2010Andesa Investment Solutions, Inc. Portfolio Manager2007 - 2009
Skills:
Portfolio/investment management and financial planning
Full Profile

Erin Green Allentown, PA

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Reviewer • Controlling Specialist • Controller • Supporting Member • Team Member • Sales Representative • Sales Agent • Nurse • Hospital Care Professional • Industrial Hygienist • Occupational Health Specialist • HSE • Nurse Practitioner • Health Professional • Health Practitioner • Biotechnology Professional • Researcher • Survey Researcher • Biologist • Biological Scientist

Experience & Education

Position:
HEDIS reviewer at Capital Blue Cross
Location:
Allentown, Pennsylvania Area
Industry:
Pharmaceuticals
Work history:
Capital Blue Cross HEDIS reviewersince Jan 2013Endo Pharmaceuticals - Chadds Ford PA and telecommutedDrug Safety AssociateMar 2011 - Jun 2012
Full Profile

Pete Seyler Allentown, PA

Professions & Specialties

Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Counselor • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Sales Person • Sales Representative • Contractor • Independent Business Owners • Bachelor of Science • Chief Executive

Experience & Education

Position:
Regional Consultant at Park Avenue Securities (Guardian Life Insurance Co.)
Title:
Regional Consultant at Park Avenue Securities
Location:
Allentown, Pennsylvania Area
Industry:
Financial Services
Work history:
Park Avenue Securities (Guardian Life Insurance Co.) - Allentown, Pennsylvania AreaRegional Consultantsince Sep 20082005 - 2008 PNC Investments / PNC Bank Licensed Financial Sales ConsultantJan 2006 - Aug 2008
Certifications:
Series 7 & 66, FINRA
Full Profile

Ronald Horvath Allentown, PA

Professions & Specialties

Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Manager • Owner • Operations Manager • Chief Executive • Philanthrope • Non-Profit • Community Service Manager • Government Administration Professional • Mathematician

Experience & Education

Position:
Fiscal Manager at Lehigh Valley Community Foundation, Owner at Ronald F. Horvath & Associates
Title:
Fiscal Manager at Lehigh Valley Community Foundation
Location:
Allentown, Pennsylvania Area
Industry:
Philanthropy
Work history:
Lehigh Valley Community Foundation Fiscal Managersince Dec 2006Ronald F. Horvath & Associates Ownersince Jan 1981
Full Profile

Danielle Takacs Allentown, PA

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Accounting Clerk • Accounting Bookkeeper • Bookkeeper • Income Tax Preparer • Independent Business Owners • Tax Preparer • Tax Accountant • Activities Assistant • Apprentice • Office Assistant • Independent Contractor • Volunteer • Recreation Worker • Office Clerk • Clerical Specialist • Contractor • Non-Profit • Customer Service • Student Worker

Experience & Education

Title:
Staff Accountant at Concannon Miller & Co.
Location:
Allentown, Pennsylvania Area
Industry:
Accounting
Full Profile

Sherry Chapin Allentown, PA

Professions & Specialties

Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Administrative Associate • Administrative Clerk • Clerical Specialist • Chief Executive Officer • Corporate Executive • Chief Executive • Director • Operations Manager • Drama Therapist • Therapeutic Recreation Specialist • Physical Therapists • Bachelor of Science

Experience & Education

Work

Company:
Office team
Administrative assistant temp
Company:
The village at willow lane
Executive director
Full Profile

Joshua Weiskopf Philadelphia, PA

Professions & Specialties

Financial Consultant • Financial Planner • Trader • Financial Services Professional • Financial Services Sales Agent • Financial Management Analyst • Capital Markets Professional • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Advisor • Representative

Experience & Education

Position:
Financial Advisor at Legacy Planning Partners
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
Legacy Planning Partners - 3440 Hamilton Blvd Allentown PA 18103Financial Advisorsince Aug 2008Dunhill Financial Financial AdvisorMay 2006 - Aug 2008
Full Profile

John Kiefer Bethlehem, PA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Credit Analyst • Loan Accountant • Financial Manager • Operations Manager

Experience & Education

Work

Company:
Mcqueen, ball and associates - Bethlehem, PA
Portfolio manager / investment analyst
Company:
Quakertown national bank - Quakertown, PA
Credit analyst
Full Profile

David Law Rome, NY

Professions & Specialties

Certified Financial Planner • Financial Planner • Financial Services Professional • Puchasing and Estimating Manager • Financial Management Analyst • Financial Services Sales Agent • Representative • Financial Manager • Operations Manager

Experience & Education

Work

Company:
The gunther group
Certified financial planner
Company:
Metlife financial services
Financial planner, financial services representative, registered representative
Full Profile

Leonard Kingsley Wilmington, DE

Professions & Specialties

Certified Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Counselor • Business Analyst • Advisor • Analyst • Analysts • Executive Compensation • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Tax Accountant • Attorney At Law • Lawyers • Juris Doctor • Master of Business Administration • Bachelor of Science • Associate of Arts • High School Diploma

Experience & Education

Position:
Wealth Planning Consultant at WSFS Bank
Location:
Wilmington, Delaware
Industry:
Financial Services
Work history:
WSFS Bank - Greenville, DelawareWealth Planning Consultantsince Feb 2013Commonwealth of PA - Harrisburg, PABusiness AnalystJan 2012 - Feb 2013
Languages:
Chinese
Certifications:
Certified Financial Planner™ professional, CFP® Board
Attorney at Law, New Jersey Supreme Court
Full Profile

Financial Management Analysts near Allentown, PA0246BethlehemCenter ValleyQuakertownEastonSchnecksville


Financial Management Analysts around Allentown, PA

Bethlehem  (6)
Easton  (1)
Quakertown  (2)

Financial Management Analysts in Pennsylvania

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