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Melanie Rosen Philadelphia, PA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Owner • Financial Manager • Chief Executive • Information Technology Specialist • IT Specialist • Operations Manager • Project Managers • Deputy Manager • Advertising Professional • Advertising Sales Agent • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Managers

Experience & Education

Position:

Portfolio Manager, Enterprise Optimization at Independence Blue Cross, Owner at Rosen Photography LLC

Industry:

Information Technology and Services

Skills:

Portfolio Management, Project Management, Project Portfolio Management, Vendor Management, Program...

Work history:

Independence Blue Cross - Greater Philadelphia AreaPortfolio Manager, Enterprise Optimizationsince Mar 2013Rosen Photography LLC Ownersince 2006

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Will Mundy Philadelphia, PA

Professions & Specialties

Financial Consultant • Portfolio Manager • Financial Services Professional • Financial Services Sales Agent • Investment Analyst • Puchasing and Estimating Manager • Vice President • Chief Executive • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:

Vice President, Financial Advisor, Portfolio Manager at Morgan Stanley

Industry:

Financial Services

Work history:

Morgan Stanley - Blue Bell, PaVice President, Financial Advisor, Portfolio Managersince Feb 2012Merrill Lynch - Blue Bell, PAVice PresidentMar 2005 - Feb 2012

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Stephen Kelbick Philadelphia, PA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Vice President • Treasurer • Chief Executive • Financial Manager • Financial Officer • Pension Administrator • Finance and Accounting Specialist • Compensations and Benefits • Accounting Bookkeeper • Bookkeeper • Client Service Officer • Customer Service • Advertising Sales Agent

Experience & Education

Position:

Certified Financial Planner / Chartered Retirement Plan Specialist at A major investment firm

Industry:

Financial Services

Skills:

Strategic Financial Planning, Series 7, Small Business, Asset Allocation, Wealth Management,...

Work history:

A major investment firm - Blue Bell, PACertified Financial Planner / Chartered Retirement Plan Specialistsince Jan 1992Carson Valley Children's Aid Assistant Treasurer1989 - 2013

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Adam Regnery Philadelphia, PA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Financial Center Manager • Banker • Financial Services Professional • Financial Services Sales Agent • Credit Analyst • Loan Accountant • Financial Manager • Financial Analyst • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Sales Manager • Registered Medical Assistant • Medical Support Assistant • Health Support Worker • Healthcare Support • Bachelor of Science • Sales Executive

Experience & Education

Position:

Portfolio Manager at Fox Chase Bank

Industry:

Banking

Skills:

Financial Analysis, Credit Analysis, Credit Risk, Banking, Excel, Word, PowerPoint, Credit,...

Work history:

Fox Chase Bank - Hatboro, PAPortfolio Managersince May 2013East River Bank - Greater Philadelphia AreaSenior Credit AnalystNov 2012 - May 2013

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Barbara Newcomer Philadelphia, PA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Account Manager • Guide • Tour Guide • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Operations Manager • Reporter

Experience & Education

Position:

Repurchase Account Manager at Ally Bank

Industry:

Banking

Skills:

Mortgage Banking, Loans

Work history:

Ally Bank Repurchase Account Managersince Mar 2011FNMA Portfolio Manager Eastern RegionMar 2010 - Mar 2011

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Bud Mauger Philadelphia, PA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:

VP CFP® at Schiavi + Dattani

Industry:

Investment Management

Work history:

Schiavi + Dattani - 2710 Centerville Rd, Suite 201 Wilmington DE 19808VP CFP®since Jan 2012Fidelity Investments VP CFP®Sep 2002 - Jan 2012

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Jordan Mariano Blue Bell, PA

Professions & Specialties

Buyers Agent • Puchasing and Estimating Manager • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Agent • Sales Representative • Financial Manager

Experience & Education

Specialties:

Buyer's Agent, Listing Agent, Relocation, Consulting

Work:

Weichert Realtors
581 Skippack Pike, Blue Bell, PA 19422

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Beth Bukata Blue Bell, PA

Professions & Specialties

Buyers Agent • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Agent • Sales Representative • Financial Manager • Buyer and Seller • Certified Nurse Aide • Nurse • Nurse Practitioner • Property Manager • Real Estate Manager

Experience & Education

Specialties:

Buyer's Agent, Listing Agent, Relocation, Staging

Work:

Coldwell Banker
686 Dekalb Pike, Blue Bell, PA 19422

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Michael Melroy Blue Bell, PA

Professions & Specialties

Buyers Agent • Puchasing and Estimating Manager • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Agent • Sales Representative • Financial Manager

Experience & Education

Specialties:

Buyer's Agent, Listing Agent, Relocation, Staging

Work:

Berkshire Hathaway Home Services
721 Skippack Pike, Blue Bell, PA 19422

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Sheila Alper Blue Bell, PA

Professions & Specialties

Buyers Agent • Puchasing and Estimating Manager • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Agent • Sales Representative • Financial Manager • Buyer and Seller • Nurse • Nurse Practitioner

Experience & Education

Specialties:

Buyer's Agent, Listing Agent, Luxury,Relo,Invest.,S-Sale, Staging

Work:

Coldwell Banker Preferred
686 Dekalb Pike, Blue Bell, PA 19422

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