Professional Background CheckInformation on professionals, their work history and resumes

Find Professionals

Investors in Pennsylvania

Investors in Oaks, PA

Find a professional & check records

Here is a complete directory of nearly all local Investors nearby.

The Trustoria Service Professional Directory provides everyone with all the professional records needed to get the most qualified Other service for any need.

Be sure to check other regions near here to find contact information of more professionals.

40 results found

Doychin Panayotov Oaks, PA

Professions & Specialties

Investor • Supervisor • Analyst • Managers • Analysts

Experience & Education

Work

Company:
Sei investments
Investor services supervisor
Company:
Sei investments - Oaks, PA
Senior investor services analyst
Full Profile

Jaclyn O'malley Oaks, PA

Professions & Specialties

Investor • Supervisor • Senior Analyst • Managers • Analyst • Analysts • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Investor Services Supervisor at SEI Investments
Location:
Oaks, Pennsylvania
Industry:
Financial Services
Work history:
SEI Investments - Oaks, PAInvestor Services Supervisorsince Oct 2011SEI Investments - Oaks, PAInvestor Servies Senior AnalystApr 2011 - Sep 2011
Full Profile

Michael Brophy Philadelphia, PA

Professions & Specialties

Investor • Chairperson • Chief Executive • Auditor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Bachelor of Arts • Student Worker

Experience & Education

Position:
Investor Services at SEI
Location:
Greater Philadelphia Area
Industry:
Political Organization
Work history:
SEI - Oaks, PAInvestor Servicessince Apr 2013New Jersey Republican State Committee - Trenton, New JerseySpecial Assistant to the ChairmanJun 2012 - Mar 2013
Full Profile

Maggie Olson Reading, PA

Professions & Specialties

Analyst • Investor • Analysts • Business Administrator • Client Service Officer • Accounting Clerk • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Customer Service • Bachelor of Science • Wellness and Fitness • Student Worker • Operations Manager

Experience & Education

Position:
Lock Desk Junior Analyst at New Penn Financial, LLC
Location:
Reading, Pennsylvania
Industry:
Accounting
Work history:
New Penn Financial, LLC Lock Desk Junior Analystsince Jan 2013SEI - Oaks, PAInvestment Case AnalystMar 2012 - Oct 2012
Full Profile

Jenna Shenk Princeton, NJ

Professions & Specialties

Project Analyst • Investor • Supervisor • Analysts • Managers • Accounting Clerk • Accounting Bookkeeper • Bookkeeper • Graphic Design Specialist • Graphic Designer • Finance and Accounting Specialist • Sales Representative • School Administrator • Educational Manager

Experience & Education

Position:
Senior Project Analyst - Staff Accountant at Merrill Lynch
Title:
Senior Project Analyst - Staff Accountant
Location:
Princeton, New Jersey
Industry:
Accounting
Work history:
Merrill Lynch - New JerseySenior Project Analyst - Staff Accountantsince Apr 2012SEI Investments - Oaks, PAHedge Fund SupervisorApr 2011 - Apr 2012
Full Profile

Clint Gilchrist New York, NY

Professions & Specialties

Investor • Senior Advisor • Advisor • Director • Manager • Operations Manager • Chief Operating Officer • Chairperson • General and Operations Manager • Director of Operations • Chief Executive • Fund Accountant • Certified Public Accountant • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Bachelor of Science • School Administrator • Educational Manager

Experience & Education

Position:
Director - Investment Manager Services at SEI
Location:
Greater New York City Area
Industry:
Investment Management
Work history:
SEI - Oaks, PADirector - Investment Manager Servicessince Dec 2012Highland Capital Management, L.P. Director, Investor RelationsMar 2012 - Dec 2012
Skills:
Asset Managment, Private Equity, Hedge Funds, Alternative Investments, Valuation, Financial...
Full Profile

Kristen Peterson Philadelphia, PA

Professions & Specialties

Investor • Analyst • Apprentice • Analysts • Partner • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Student Worker

Experience & Education

Position:
Investor Services Analyst at SEI
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
SEI - Oaks, PAInvestor Services Analystsince Aug 2012Happyvalley.com InternAug 2011 - Dec 2011
Full Profile

Ryan Stango Philadelphia, PA

Professions & Specialties

Investor • Team Member • Managers • Vice President • Group Manager • Manager • Chief Executive • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Client Service Officer • Customer Service

Experience & Education

Position:
Vice President, Investor Services at BNY Mellon
Title:
Vice President, Alternative Investment Services at BNY Mellon
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
BNY Mellon - Greater Philadelphia AreaVice President, Investor Servicessince May 2013Citi - Columbus, Ohio AreaAlternative Investments, Vice PresidentDec 2012 - May 2013
Full Profile

Kelly Bruton Philadelphia, PA

Professions & Specialties

Investor • Analyst • Business Manager • Analysts • Master of Science • Operations Manager • Bookkeeper

Experience & Education

Position:
Investor Servicing Analyst at SEI, Business Manager at Superior Golf Management Services, LLC
Title:
Investor Servicing Analyst
Location:
Greater Philadelphia Area
Industry:
Food & Beverages
Work history:
SEI - Oaks, PAInvestor Servicing Analystsince Jul 2011Superior Golf Management Services, LLC Business Managersince Jun 1999
Full Profile

Josh Fredricks Philadelphia, PA

Professions & Specialties

Investor • Analyst • Analysts • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Services Professional • Financial Services Sales Agent • Student Worker • Operations Manager

Experience & Education

Position:
Investor Services Analyst at SEI, GSIS Player Participation Operator at National Football League
Title:
Investor Services Analyst at SEI
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
SEI - Oaks, PAInvestor Services Analystsince Dec 2012National Football League - Greater Philadelphia AreaGSIS Player Participation Operatorsince Aug 2012
Full Profile

Judy Chaverri Philadelphia, PA

Professions & Specialties

Investor • Analyst • Analysts • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Law Specialist • Lawyers • Student Worker

Experience & Education

Title:
Senior Investor Services Analyst at SEI
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
SEI - oaks, paSenior Investor Services AnalystMar 2013 - Aug 2013SEI - Oaks, PAInvestor Services AnalystDec 2011 - Feb 2013
Full Profile

Brian Karcewski Philadelphia, PA

Professions & Specialties

Investor • Advisor • Counselor • Sales Agent • Sales Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Builder • Construction Specialist • Construction Laborer • Systems Administrator • Computer Systems Administrator • Operations Manager

Experience & Education

Position:
SIDCO, Dealer and Investor Services at SEI
Title:
Dealer and Investor Services at SEI Investments
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
SEI - Oaks, PASIDCO, Dealer and Investor Servicessince Feb 2013SEI - Oaks, PARegional Consultant, Advisor NetworkJun 2010 - Feb 2013
Skills:
Market Research, Cold Calling, Investments, Marketing, Retirement Planning, Financial Services,...
Full Profile

Mike Kelly Philadelphia, PA

Professions & Specialties

Supervisor • Investor • Analyst • Managers • Analysts • Manager • Operations Manager • Sales Representative • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Supervisor at SEI
Location:
Greater Philadelphia Area
Industry:
Investment Management
Work history:
SEI - Oaks, PASupervisorsince Sep 2011SEI - Oaks, PAAIFS Investor Services AnalystAug 2010 - Sep 2011
Full Profile

Matthew Mcgurkin Philadelphia, PA

Professions & Specialties

Construction • Investor • Account Analyst • Agent • Customer Service Associate • Client Service Officer • Sales Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Customer Service

Experience & Education

Position:
Account Analyst at The Graham Company
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
The Graham Company Account Analystsince Apr 2012SEI - Oaks, PaDistributor and Investor ServicesMay 2011 - Apr 2012
Full Profile

Jason O'connor Philadelphia, PA

Professions & Specialties

Investor • Supervisor • Managers • Manager • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Manager Investor Relations at Citco Fund Services (USA)
Title:
Manager at Citco Fund Services (USA) Inc.
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
Citco Fund Services (USA) Manager Investor Relationssince Jan 2013Citco Fund Services (USA) Inc. Supervisor Investor RelationsDec 2011 - Feb 2013
Full Profile

Patrick Macelroy New York, NY

Professions & Specialties

PR and Communications Professional • Security • Public Relations Professinal • Speaker • Analyst • Construction • Team Member • Representative • Managers • Analysts • Director • Operations Manager • Marketing Manager • Brand Planner • Brand Representative • Public Relations Manager • Customer Service • Client Service Officer • Senior Customer Service Representative • Legal Counsel • Law Specialist • Paralegal • Lawyers • Bachelor of Arts

Experience & Education

Position:
Director, Media Relations & Communications at Black & Veatch
Title:
Director of Media Relations & Communications
Location:
Greater New York City Area
Industry:
Public Relations and Communications
Work history:
Black & Veatch Director, Media Relations & Communicationssince 2012Canon USA Inc. Specialist, Sr.2009 - Dec 2011
Investor Relations and Legal teams to develop comp..
Full Profile

John Grasso Philadelphia, PA

Professions & Specialties

Supervisor • Managers • Business Administrator • Team Member • Architect • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Manager • Operations Manager • Bachelor of Science • Client Service Officer • Customer Service

Experience & Education

Position:
RFP Architect at SEI
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
SEI - Oaks, PARFP Architectsince Jul 2012Vanguard - Malvern, PARFP SupervisorSep 2006 - Jul 2012
Institutional Investor Professional Network
Full Profile

Joanne Roque Philadelphia, PA

Professions & Specialties

Supervisor • Managers • Support Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Human Resources Specialist • Recruitment • Operations Manager • Director of Operations • Chief Executive • Information Technology Specialist • IT Specialist

Experience & Education

Position:
Supervisor at Iron Mountain, Supervisor at Iron Mountain
Title:
Supervisor at Iron Mountain
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
Iron Mountain SupervisorIron Mountain - Collegeville, PASupervisorsince Feb 2012
..guidelines while processing new investor applications and trades
Full Profile

Paul Bromwell Philadelphia, PA

Professions & Specialties

Supervisor • Leader • Counselor • Managers • Advisor • Partner • Chief Executive • Model • Information Technology Specialist • IT Specialist • Director of Operations • Operations Manager • Database Administration Professional • Database Administrator • Finance and Accounting Specialist • Financial Compliance Examiner • Auditor • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Supervisor, Preferred Client Services at Iron Mountain
Title:
Supervisor, Preferred Client Services
Location:
Greater Philadelphia Area
Industry:
Information Technology and Services
Work history:
Iron Mountain - Collegeville, PASupervisor, Preferred Client Servicessince Feb 2010SEI Investments - Oaks, PASouth East Regional Service SupervisorFeb 2007 - Jun 2009
Skills:
Microsoft Office, Salesforce.com, Customer Service, Customer Engagement, Mutual Funds
Investor Services Senior Manager at PNC Global Inv..
Full Profile

Chris La Marca Philadelphia, PA

Professions & Specialties

Philanthrope • Counselor • Construction • Non-Profit • Advisor • Director • Operations Manager • Marketing Manager • Brand Planner • Brand Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Technology Director • Technology Manager • Technical Managers • Financial Officer • Financial Manager • Buyer and Seller • Sales Representative • Behavioral Consultant • Psychology Specialist

Experience & Education

Position:
Non Profit Group Director at PFM Asset Management
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
PFM Asset Management - PhiladelphiaNon Profit Group Directorsince Mar 2012SEI Investments - Oaks, PANon Profit Investment SolutionsJan 2008 - Feb 2012
Skills:
US Healthcare / Foundations/ Endowments, Outsourced Chief Investment Officer (CIO), Investment...
Institutional Investor Professional Network
Full Profile

Art Patten Philadelphia, PA

Professions & Specialties

Investor • Tour Guide • Contractor • Educator • Adjunct Instructor • Lecturer • Education Professional • Instructor • Postsecondary Teacher • Editor • Writer and Editor • Fiduciary • Trust Law Attorney • Lawyers • Finance and Accounting Specialist • Independent Business Owners • Accounting Bookkeeper • Bookkeeper • Director • Manager • Operations Manager • Economist • Master of Business Administration • Financial Services Professional • Financial Services Sales Agent • Fitness Trainer

Experience & Education

Position:
Writer / Editor at SEI, Adjunct Lecturer at Holy Family University
Title:
Investment Professional and Educator
Location:
Greater Philadelphia Area
Industry:
Investment Management
Work history:
SEI - Oaks, PAWriter / Editorsince Nov 2010Holy Family University Adjunct Lecturersince 2008
Full Profile

Bryan Dori Philadelphia, PA

Professions & Specialties

Investor • Business Administrator • Advisor • Training Manager • Managers • Chairperson • Chief Operating Officer • Chief Executive • General and Operations Manager • Director of Operations • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Executive Team Leader • Chief Executive Officer • Chief Knowledge Officer • Financial Director • Marketing Director • Chief Visibility Officer • Chief Digital Officer • Chief Revenue Officer • Chief Learning Officer • Technology Director • Chief Information Officer • Production Manager • Corporate Executive • Development Director • HR Manager • Financial Officer • Financial Manager • Technology Manager • Technical Managers • Chief Accountant • Account Manager • Bachelor of Science • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative

Experience & Education

Position:
President & COO at Market Street Advisors
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
Market Street Advisors President & COOsince Jun 2011Market Street Advisors SVP Product Development & OperationsDec 2008 - Jun 2011
Skills:
Mutual Funds, Securities, Financial Services, ETFs, Equities, Product Management, Relationship...
Full Profile

Joseph Fox Philadelphia, PA

Professions & Specialties

Investor • Area Manager • Managers • Account Service Manager • Senior Account Executive • Client Service Officer • Senior Customer Service Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Customer Service • Master of Business Administration • Bachelor of Business Administration • Sales Manager

Experience & Education

Position:
Account Executive at Capstone Insurance Group
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
Capstone Insurance Group - Greater Philadelphia AreaAccount Executivesince Jun 2013SEI Senior Account Executive - Global Institutional GroupMar 2012 - Jun 2013
Full Profile

Jonathan Doman Philadelphia, PA

Professions & Specialties

Area Manager • Managers • Team Member • Region Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Master of Business Administration

Experience & Education

Position:
Asset Management - Internal Sales at SEI
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
SEI - Oaks, PAAsset Management - Internal Salessince Jan 2012SEI - Oaks, PALead Generation SpecialistApr 2011 - Jan 2012
Investor Services Representative at SEI Investment..
Full Profile

Ryan Kaysen Philadelphia, PA

Professions & Specialties

Counselor • Advisor • Project Manager • Business Administrator • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Chairperson • Treasurer • Founding Member • Chief Executive • Financial Officer • Financial Manager • Project Managers • Operations Manager • Sports Trainer • Sports Trainers • Master of Business Administration • Bachelor of Science • Sales Representative

Experience & Education

Position:
Internal Consultant at Delaware Investments, a member of the Macquarie Group
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
Delaware Investments, a member of the Macquarie Group - Philadelphia, PAInternal Consultantsince Dec 2012SEI - Oaks, PALead Generation SpecialistJul 2012 - Dec 2012
Certifications:
Series 7, FINRA
Series 65, FINRA
Dealer and Investor Services at SEI
Full Profile

Carrie Evans Philadelphia, PA

Professions & Specialties

Investor • Farmer • Farmworker • Student Worker • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Student Farmer at Dickinson College Farm
Title:
Student at Dickinson College
Location:
Greater Philadelphia Area
Industry:
Environmental Services
Work history:
Dickinson College Farm - Carlisle, PAStudent Farmersince Jan 2010SEI - Oaks, PAInvestor Servicing AssistantJan 2011 - Feb 2011
Full Profile

Michael Rosen Houston, TX

Professions & Specialties

Supporting Member • Construction • Team Member • Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounts Payable • Accounts Payable Specialist • Accounting Bookkeeper • Bookkeeper • Licensed Real Estate Broker • Property Manager • Real Estate Manager

Experience & Education

Position:
Financial Advisor at Wealth Design Group
Location:
Houston, Texas Area
Industry:
Financial Services
Work history:
Wealth Design Group Financial AdvisorCBIZ MHM, LLC - Plymouth Meeting, PaAssociateJan 2012 - Jun 2012
Languages:
Spanish
..changes and distributed down to investor levels
Full Profile

Dan Mcfadden Philadelphia, PA

Professions & Specialties

Construction • Advisor • Relationship Manager • Account Service Manager • Client Service Officer • Chairman of the Board • Chairperson • Chief Executive • Customer Service • Corporate Executive • Vice President • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Senior Relationship Manager, Institutional Group at SEI, Chairman of the Board of Trustees at New...
Title:
Senior Relationship Manager, Institutional Group at SEI
Location:
Greater Philadelphia Area
Industry:
Investment Management
Work history:
SEI - Oaks, PASenior Relationship Manager, Institutional Groupsince Mar 2012New Castle County Pension Board - New Castle County, DEChairman of the Board of Trusteessince Apr 2003
Skills:
Relationship Management, Institutional Investment Management, New Business Development, Alternative ...
Certifications:
FINRA Series 7 and 63
Institutional Investor Professional Network
Full Profile

Danielle Giangreco Philadelphia, PA

Professions & Specialties

Organization Management • Managers • Analysts • Manager • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Accounting Analyst • Financial Analyst

Experience & Education

Position:
Manager Financial Reporting at American Red Cross
Title:
Manager Financial Reporting at American Red Cross, Southeastern Pennsylvania Chapter
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
American Red Cross - Greater Philadelphia AreaManager Financial Reportingsince Apr 2013Citco Fund Services Regulatory Reporting ManagerOct 2012 - Apr 2013
Skills:
Fund Accounting, Financial Reporting, Accounting, Cash Flow, Financial Accounting, SOX, Financial...
Investor Services Analyst at SEI
Full Profile

Michael Spollen Philadelphia, PA

Professions & Specialties

Counselor • Advisor • Investor • Architect • Information Technology Specialist • IT Specialist • Computer Software Professional • Web Developer • User Interface Designer • Software Developers • Human Resources Specialist • Recruitment • Sales Agent • Sales Representative • Bachelor of Arts • Graphic Design Specialist • Graphic Designer • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
User Experience Architect at SEI
Location:
Greater Philadelphia Area
Industry:
Information Technology and Services
Work history:
SEI - Oaks, PAUser Experience Architectsince Jan 2000Port Authority of NY & NJ - Philadelphia and Greater New York City AreaIntranet Design and Development (contract, part time)Jul 1999 - Mar 2000
Full Profile

Matt Duardo Philadelphia, PA

Professions & Specialties

Analyst • Analysts • Investor • Representative • Financial Analyst • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Master of Business Administration

Experience & Education

Position:
Sr. Financial Analyst at Merck
Title:
Sr. Financial Analyst, U.S. Managed Markets at Merck
Location:
Greater Philadelphia Area
Industry:
Pharmaceuticals
Work history:
Merck Sr. Financial Analystsince Sep 2012Merck & Co., Inc. - West Point PAContract AnalystJul 2010 - Oct 2012
Full Profile

Katie Killen Philadelphia, PA

Professions & Specialties

Advisor • Marketing Professional • Advertising Sales Agent • Certified Nurse Aide • Nurse • Nurse Practitioner • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Marketing Specialist at SEI
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
SEI - Oaks, PAMarketing Specialistsince Jan 2012Zer0 to 5ive StrategistMay 2007 - Dec 2011
Investor Relations at Gregory FCA
Full Profile

Daniel Woods Philadelphia, PA

Professions & Specialties

Analysts • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Licensed Real Estate Broker • Property Manager • Real Estate Manager

Experience & Education

Position:
Property Accountant at KTR Capital Partners
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
KTR Capital Partners - Conshohocken, PAProperty Accountantsince Jun 2013Attalus Capital - Greater Philadelphia AreaOperations / AccountingJan 2007 - Jun 2013
Skills:
Financial Reporting, Auditing, Forecasting Models, Internal Controls, Variance Analysis, Investor...
Full Profile

John Norton Philadelphia, PA

Professions & Specialties

Relationship Manager • Account Service Manager • Client Service Officer • Manager • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Customer Service

Experience & Education

Position:
Relationship Manager, Alternative Investments Manager Services at SEI Investments
Title:
Relationship Manager at SEI Investments
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
SEI Investments - Oaks, PARelationship Manager, Alternative Investments Manager Servicessince Jan 2000Templeton Global Investor, Inc Manager of Global Custody NetworkJun 1993 - Jan 2000
Full Profile

Carly Sikora Philadelphia, PA

Professions & Specialties

Supervisor • Managers • Bachelor of Science • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Reporting Specialist at SEI
Location:
Greater Philadelphia Area
Industry:
Accounting
Work history:
SEI - Oaks, PAFinancial Reporting Specialistsince Jan 2012BNY Mellon Investment Accoutant SupervisorJul 2010 - Jan 2012
Investor Service Specialist at PNC Global Investme..
Full Profile

Joan Summers Philadelphia, PA

Professions & Specialties

Supervisor • Investor • Managers • Accountant • Systems Administrator • Computer Systems Administrator • Treasurer • Operations Manager • Financial Officer • Financial Manager

Experience & Education

Position:
Accountant II at Greene, Tweed & Co
Location:
Greater Philadelphia Area
Industry:
Accounting
Work history:
Greene, Tweed & Co - Kulpsville, PAAccountant IIsince Feb 2005Provident Mutual Life Senior Disbursement Systems Administrator1998 - 2003
Full Profile

Brendan Dignan Charlotte, NC

Professions & Specialties

Guide • Construction • Tour Guide • Analysts • Team Member • Produce Manager • Partner • Director • Production Manager • Chief Executive • Operations Manager • Marketing Manager • Fiduciary • Trust Law Attorney • Lawyers • Product Specialist • Financial Manager • Financial Consultant • Financial Services Sales Agent • Puchasing and Estimating Manager • Underwriter • Master of Business Administration • Bachelor of Science • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Sr. Product Manager, SVP at U.S. Trust, Bank of America Private Wealth Management
Title:
Sr. Product Manager at U.S. Trust, Bank of America Private Wealth Management
Location:
Charlotte, North Carolina
Industry:
Investment Management
Work history:
U.S. Trust, Bank of America Private Wealth Management - Charlotte, NCSr. Product Manager, SVPsince Sep 2009TIAA-CREF - Charlotte, NCDirector, Product ManagementSep 2006 - Aug 2008
Skills:
Closing Deals, Due Diligence, Alternative Investments, Investment Modeling, Asset Allocation,...
Certifications:
Chartered Financial Analyst (CFA), CFA Institute
Chartered Alternative Investment Analyst (CAIA), CAIA Association
Investor Information Associate at The Vanguard Gro..
Full Profile

Kristopher Musselman Philadelphia, PA

Professions & Specialties

Analyst • Analysts • Managers • Fund Accountant • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Operations Manager

Experience & Education

Position:
Senior Fund Accountant, Private Equity Accounts at Citco Fund Services
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
Citco Fund Services - Malvern, PASenior Fund Accountant, Private Equity Accountssince Jun 2012SEI Investments - Oaks, PAGlobal Performance Reporting Analyst - Institutional GroupAug 2011 - Jun 2012
..customized fund-level deal-by-deal-by-investor quarterly and monthly reports
Full Profile

Bhaven Shah Philadelphia, PA

Professions & Specialties

Counselor • Supervisor • Service Manager • Investor • Business Administrator • Advisor • Managers • Service Operations Expert • Accounts Payable • Accounts Payable Specialist • Chief Accountant • Certified Public Accountant • Finance and Accounting Specialist • Account Manager • Accounting Bookkeeper • Bookkeeper • Teller • Sports Trainer • Sports Trainers • Bachelor of Science • Operations Manager

Experience & Education

Position:
Sr. Accountant at Broder Bros., Co., Accountant at Accounts Serve, LLC
Title:
Sr. Accountant at Broder Bros., Co.
Location:
Greater Philadelphia Area
Industry:
Accounting
Work history:
Broder Bros., Co. - Trevose, PASr. Accountantsince Oct 2009Accounts Serve, LLC Accountantsince 2006
Skills:
Accounting, Financial Analysis, Account Reconciliation, Accounts Payable
Full Profile

Nina Ritchie Nashville, TN

Professions & Specialties

Apprentice • Team Member • Master of Business Administration • Advertising Professional • Advertising Sales Agent • Student Worker • Hospital Care Professional • Health Professional • Health Practitioner • Fund Accountant • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Account Service Manager • Client Service Officer • Customer Service

Experience & Education

Position:
MBA Candidate, class of 2014 at Vanderbilt Owen Graduate School of Management, Intern, Procurement...
Title:
MBA Intern, Procurement Leadership Development Program at Janssen Pharmaceutical
Location:
Nashville, Tennessee
Industry:
Marketing and Advertising
Work history:
Vanderbilt Owen Graduate School of Management - Nashville, TNMBA Candidate, class of 2014since Aug 2012Johnson & Johnson - Titusville, NJIntern, Procurement Leadership Development Programsince Jun 2013
Investor Relations Associate at First Keystone Ene..
Full Profile

Investors near Oaks, PA022446688110WayneWest ChesterConshohockenBlue BellExtonMediaPlymouth MeetingBerwynCollegevilleValley Forge


Investors around Oaks, PA

Ardmore  (6)
Berwyn  (22)
Blue Bell  (34)
Collegeville  (22)
Conshohocken  (43)
Devon  (11)
Exton  (30)
Frederick  (3)
Gladwyne  (1)
Harleysville  (7)
Hatfield  (2)
Haverford  (4)
Kimberton  (2)
Kulpsville  (2)
Lansdale  (6)
Media  (29)
Miquon  (2)
Norristown  (19)
North Wales  (16)
Paoli  (5)
Phoenixville  (16)
Pottstown  (16)
Skippack  (1)
Souderton  (2)
Southeastern  (2)
Spring City  (1)
Telford  (4)
Valley Forge  (21)
Wayne  (107)
West Chester  (48)
West Point  (4)
Westtown  (1)
Worcester  (1)

Investors in Pennsylvania