Top Financial Associates in Greater Philadelphia Area
Christopher L. Kenny, Esq.
President & CEO
Greater Philadelphia Area
President & CEO
Vice President & COO
CFO & General Counsel
Director of Human Resources & General Counsel
Financial Associate
Widener University School of Law
University of Delaware - Lerner College of Business and Economics
Valley Forge Military Academy & College
Recommendations: 14
Contract Negotiation
Negotiation
Real Estate
Insurance
Customer Relations
Customer Service
c****[email protected]
Mark Dakhis
Business Specialist
Greater Philadelphia Area
Business Specialist
Financial Administrator
Financial Associate
Investment Bank
Research Analyst II
Research Associate - Intern
Performance Associate - Intern
Penn State University
Recommendations: 6
Spreadsheets
Access
MS Query
Macro
Bloomberg Terminal
Financial Analysis
Variance Analysis
Monthly Reporting
m****[email protected]
K. Nathan Stepney, Jr.
Founder
Greater Philadelphia Area
Founder
CEO/Brand Enhancement Specialist
National Sales Manager
Reprographic Management Specialist/Purchasing Clerk
Reprographic Associate/Purchasing Clerk
Administrative Intern
Valet Driver
Administrative Intern
Account Executive
Financial Associate
Women's Shoe Sales Consultant/Customer Service Mentor
Auxiliary TV Rental Representative
Virginia Union University
Baruch College
Recommendations: 5
Customer Service/Relations
Management Consulting
Business Communications
Public Speaking
Motivational Speaking
Reprographics
Problem Solving
Scheduling
c****[email protected]
Holly Charles
Manager Financial Analysis
Greater Philadelphia Area
Manager Financial Analysis
Digital Strategies - Analytics & Research Senior Manager
Senior Financial Associate
AVP, Senior Financial Analyst
Senior Financial Analyst, AVP
Financial Analyst
Staff Accountant Supply Chain Management Finance
Contracts Auditor
Arcadia University
Widener University
Masterman
Recommendations: 3
Financial Reporting
Accounting
Forecasting
General Ledger
Account Reconciliation
Budgets
Auditing
Accounts Receivable
h****[email protected]
Jennifer Ranoia
Paralegal
Greater Philadelphia Area
Paralegal
Senior Paralegal
Paralegal
Vinyasa Yoga Instructor, RYT 200
Yoga Instructor
Vinyasa Yoga Instructor - RYT 200
Paralegal
Financial Associate
Paralegal
Senior Contract Specialist
Senior Paralegal
Villanova University
University of Delaware
Recommendations: 1
Westlaw
Legal Research
Securities
Securities Regulation
Litigation
Legal Writing
Intellectual Property
Bankruptcy
j****[email protected]
Patti (Burns) Swanson
Business Technology Admin
Greater Philadelphia Area
Business Technology Admin
Project Administrator
Supervisor
Senior Associate
Financial Associate
Processing Associate
University of Phoenix
Archbishop Kennedy
Recommendations: 1
Mutual Funds
Project Management
Management
Relationship Management
MS Project
Finance
p****[email protected]
Stacey Blake
Regional Director
Greater Philadelphia Area
Regional Director
Financial Associate
Recommendations: 0
s****[email protected]
Jocelyn Good
Advertising Sales Representative
Greater Philadelphia Area
Advertising Sales Representative
Writer
Captain of Phillies Ballgirls
Freelance Writer
Financial Associate, Proofreader
Author Service Representative
Penn State University
Conestoga High School
Recommendations: 0
Copywriting
Sports Marketing
Social Media
Social Media Marketing
Facebook
Editing
Digital Marketing
Advertising
j****[email protected]
Kevin Manning
DIG Analyst
Greater Philadelphia Area
DIG Analyst
Fund Financial Analyst
Fund Financial Associate
Marist College
Recommendations: 0
k****[email protected]
Jason Breznicky
Financial Associate
Greater Philadelphia Area
Financial Associate
Financial Agent
Financial Service Agent
Retail Analyst/Account Executive
Marketing Executive/Vice-President of Marketing
Intern
Widener University
LaSalle College High School
Recommendations: 0
Retirement
Disability Insurance
Life Insurance
Series 63
Marketing
Employee Benefits
Marketing Strategy
Financial Services
j****[email protected]
Katie Floyd
Fund Financial Analyst
Greater Philadelphia Area
Fund Financial Analyst
Fund Financial Associate
Audit Assistant
Intern
Kutztown University of Pennsylvania
Lehigh Carbon Community College
Recommendations: 0
Customer Service
Mutual Fund Accounting
Teamwork
Microsoft Excel
Microsoft Word
Access
SharePoint
Account Reconciliation
k****[email protected]
Antonio Pelosi
Regional Banking District Manager
Greater Philadelphia Area
Regional Banking District Manager
Community Banking District Manager
Store Manager IV
Store Manager III
Senior Financial Specialist
Financial Specialist
Financial Associate
Temple University - Fox School of Business and Management
Recommendations: 0
FINRA Series 6 and 63...
PA Life Insurance
Sales Management
Series 63
Life Insurance
Marketing
Leadership
Finance
p****[email protected]
Jeffrey Marks
Corporate Actions Fund Financial Analyst
Greater Philadelphia Area
Corporate Actions Fund Financial Analyst
Corporate Actions Fund Financial Associate
Intern
President
Intern
Intern
The Pennsylvania State University
The Pennsylvania State University
Recommendations: 0
Marketing
Equities
Leadership
Finance
Analysis
Microsoft Excel
Microsoft Word
PowerPoint
j****[email protected]
Gregory P. Davis
Middle Office Manager
Greater Philadelphia Area
Middle Office Manager
Assistant Vice President, Investment Manager Services
Data Analyst/Project Administrator, ETF Product Management
Team Leader, Security Pricing and Derivatives
Financial Analyst
Financial Associate
Saint Joseph's University - Erivan K. Haub School of Business
Penn State University
Recommendations: 0
Pricing
Fixed Income
Equities
Mutual Funds
Derivatives
Securities
Data Analysis
Bloomberg
g****[email protected]
Amy Covert
Senior Financial Analyst
Greater Philadelphia Area
Senior Financial Analyst
Financial Associate
Financial Analyst
Financial Analyst
Vice President of Finance
Corporate Business Analyst / Investor Relations
Director of Finance
Chief Financial Officer
Villanova University
Villanova University
Penn State University
Recommendations: 0
Finance
Analysis
Investor Relations
Management
Financial Analysis
Financial Modeling
Sarbanes-Oxley Act
Budgets
a****[email protected]
Chris Bokosky
Senior Investment / Corporate Finance Analyst
Greater Philadelphia Area
Senior Investment / Corporate Finance Analyst
Fund Financial Associate
Investment Performance Associate
Finance/Accounting Intern
Lehigh University
Recommendations: 0
Microsoft Excel
Bloomberg
PowerPoint
Microsoft Word
Financial Reporting
Microsoft Access
c****[email protected]
Kevin Hudson
Vice President, Shared Services
Greater Philadelphia Area
Vice President, Shared Services
Manager/Performance Analyst
Manager, Investment Management Client Billing
Senior Financial Associate
Wilmington University
Wilmington University
Recommendations: 0
Shared Services
Leadership
Project Management
Business Process Improvement
Business Strategy
Process Optimization
Organizational Design
Business Transformation
k****[email protected]
k****[email protected]
Anthony Bartocci
Portfolio Manager
Greater Philadelphia Area
Portfolio Manager
Financial Associate
Investment Analyst
Account Officer
Investment Analyst
Investment Officer
University of Delaware
University of Delaware
Recommendations: 0
Portfolio Management
Equities
Financial Modeling
Commodity
Valuation
b****[email protected]
Christopher Celusniak
Fixed Income Trade Support Analyst
Greater Philadelphia Area
Fixed Income Trade Support Analyst
Fund Financial Associate
Student Moderator, Wall Street Trading Room
Wealth Management Intern
Marketing Finance Co-Op
Inventory Control Management. Wood Group Power Technologies. East Windsor,
Saint Joseph's University - Erivan K. Haub School of Business
Recommendations: 0
Estate Planning
Strategic Financial Planning
Microsoft Excel
Customer Service
SAP
Event Planning
Microsoft Word
Bloomberg Software
c****[email protected]
Yodit Admassu
Compliance Administrator
Greater Philadelphia Area
Compliance Administrator
Fund Financial Associate
Corporate Governance Co-op
La Salle University
Recommendations: 0
Microsoft Office
Charles River IMS
Compliance
SEC filings
Proxy Voting
Data Management
Database Administration
Foreign Policy
y****[email protected]
Michelle Latney
Sr. Financial Analyst
Greater Philadelphia Area
Sr. Financial Analyst
Financial Associate
Financial Analyst III
Budget Analyst
Budget Analyst
Investment Accounting Supervisor
Senior Investment Accountant
Investment Accountant
Mutual Fund Accountant
Wilmington College
Drexel University
Recommendations: 0
Account Reconciliation
Financial Reporting
Finance
Accounting
General Ledger
Forecasting
Variance Analysis
Auditing
m****[email protected]
John Laputka Jr.
Fund Financial Analyst
Greater Philadelphia Area
Fund Financial Analyst
Fund Financial Associate
Investment Professional
Operations and Installation Manager
Resident Assistant
Saint Joseph's University
Saint Joseph's University
Recommendations: 0
j****[email protected]
William CFA
Senior Portfolio Manager
Greater Philadelphia Area
Senior Portfolio Manager
Interim Head, Global Broker & Index Relations
Portfolio Manager
Corporate Strategy
Assistant Portfolio Manager
Equity Trader
Equity Desk Assistant
Financial Analyst
Financial Associate
Finance Office Assistant
Business Analyst
Saint Joseph's University - Erivan K. Haub School of Business
King's College
Blue Ridge High School
Recommendations: 0
w****[email protected]
Lou Varanese
Associate Vice President - Senior Financial Associate
Greater Philadelphia Area
Associate Vice President - Senior Financial Associate
Fixed Income Specialist
Financial Advisor
Retirement Dept, Quality Control
Dividend Specialist
Temple University
St. John Neuman High School
Recommendations: 0
m****[email protected]
Claudia English
Clinical Outsourcing Manager
Greater Philadelphia Area
Clinical Outsourcing Manager
Manager, Contract Management
Protocol Administrator
Financial Manager
Senior Financial Associate
New York University
Recommendations: 0
Drug Development
Clinical Trials
Contract Management
Pharmaceutical Industry
Cross-functional Team...
CRO
GCP
Clinical Development
m****[email protected]
D Hunter Reed
Corporate Investment Financial Analyst
Greater Philadelphia Area
Corporate Investment Financial Analyst
Financial Associate
Portfolio Manager
Account Officer
Captain
Financial Advisor
Chief Mate
Investment Banking Institute
University of Delaware - Lerner College of Business and Economics
State University of New York Maritime College
Christchurch School
Recommendations: 0
Portfolio Management
Financial Analysis
Hedge Funds
Corporate Finance
Mutual Funds
Hyperion Essbase
Microsoft Excel
PowerPoint
h****[email protected]
Cyndi Judge
Administrative Assistant to the Vice President for Enrollment Management
Greater Philadelphia Area
Administrative Assistant to the Vice President for Enrollment Management
Operations Coordinator
Financial Associate
Arcadia University
Gwynedd-Mercy College
Montgomery County Community College
Recommendations: 0
Microsoft Excel
Higher Education
Sales
Microsoft Office
Editing
PowerPoint
Research
Outlook
j****[email protected]
Ryan Madsen, CFA
Product Manager, Model Portfolios
Greater Philadelphia Area
Product Manager, Model Portfolios
Investment Analyst
Financial Analyst
Financial Associate
Investment Analyst
Georgetown University
The Chinese University of Hong Kong
Recommendations: 0
Finance
Mutual Funds
Investments
Financial Modeling
r****[email protected]
Ken Foulk
Assistant Coach - Women's Lacrosse
Greater Philadelphia Area
Assistant Coach - Women's Lacrosse
Photographer
Director of Programs & Services
Retail Sales Associate
Mortgage Loan Originator
Executive Director
Owner/Photographer
Financial Associate
Account Executive
Bucknell University
Recommendations: 0
Residential Mortgages
Mortgage Lending
Financial Services
Volunteer Management
Public Relations
Charities
Event Planning
Community Outreach
Edlira (Sophia) Polo
Fund Analyst
Greater Philadelphia Area
Fund Analyst
Fund Financial Associate
Client Relationship Associate
Resident Services Manager
Assistant Property Manager
Drexel University
Recommendations: 0
Languages
Greek
Albanian
Marketing Communications
Client Relations Skills
Client Development
Investments
Retirement Planning
e****[email protected]
Glorivee Rusi Graham
Health care
Greater Philadelphia Area
Health care
Registrar
Team Leader, Patient Financial Associate
Customer Service Representative
Sales Associate
Medical Laboratory Technician
Medical Laboratory Technician
Rutgers University
Strayer University (VA)
Recommendations: 0
Hospitals
Healthcare Management
Customer Service
Business Strategy
Business
Business Planning
Business Process
Training
g****[email protected]
Brittany Flaherty, CFA
Investment Analyst
Greater Philadelphia Area
Investment Analyst
Project Administrator
Fund Financial Associate
Agency Insurance Rep
Financial Advisory Intern
Indiana University of Pennsylvania
North Penn
Recommendations: 0
b****[email protected]
Krasimira Georgieva
Sales Analyst
Greater Philadelphia Area
Sales Analyst
Institutional Sales Administrator
Conversion Project Administrator
Financial Associate
Client Relationship Associate
Research Assistant for Strategic Management
Ithaca College
Bay Path College
Recommendations: 0
Portfolio Management
Institutional Sales
Project Management
Retirement Benefits
Investment Strategies
Mutual Funds
Investments
Series 6
e****[email protected]
Laura Kuter
Business Analyst
Greater Philadelphia Area
Business Analyst
Analyst
Accountant
Financial Associate
Villanova University
Villanova University
Recommendations: 0
l****[email protected]
Jacob Hale
Business Analyst / Financial Associate
Greater Philadelphia Area
Business Analyst / Financial Associate
Manufacturing Finance
Senior Financial Analyst / US Retail Planning Advisor
Pharmaceutical Returns Analyst
Financial Analyst
Bryant University
Recommendations: 0
h****[email protected]
Jungtae Park
Fund Financial Associate
Greater Philadelphia Area
Fund Financial Associate
Brokerage Associate
Investment Professional
Financial Services Representative
Personal Banker
Teller
Penn State University
Recommendations: 0
Financial Analysis
Banking
Customer Service
Sales
Microsoft Excel
Microsoft Word
Insurance
Credit
p****[email protected]
Dana Monzo Roche
Vice President
Greater Philadelphia Area
Vice President
Financial Associate
Pennsylvania State University
Recommendations: 0
Financial Analysis
Management
Microsoft Office
d****[email protected]
O. Terry Harris, MBA
Business Office Manager
Greater Philadelphia Area
Business Office Manager
Client Service Officer
Financial Associate
Teller Supervisor
Bank Teller
Wilmington University
Wilmington University
Recommendations: 0
Human Resources
Purchasing
Accounts Payable
Customer Service
Problem Solving
Inventory
Accounts Receivable
Team Building
m****[email protected]
Kristin Stanjeski
Sales/Marketing
Greater Philadelphia Area
Sales/Marketing
Marketing Manager
Independent Contractor
Team Lead
Bartender
Financial Associate
Bartender, Assistant Manager
West Virginia University
Middletown North
Recommendations: 0
Event Planning
Social Media
Advertising
Event Management
Marketing Strategy
Event Marketing
Promotions
Guerrilla Marketing
k****[email protected]
k****[email protected]
Jeffrey DC
President/Owner
Greater Philadelphia Area
President/Owner
Clinic Director
Financial Associate
President/Owner
University of Pittsburgh
Life University
Recommendations: 0
Healthcare
Education
Consulting
j****[email protected]
Aaron Wilson
Business Systems Analyst
Greater Philadelphia Area
Business Systems Analyst
Investment Performance Analyst
Investment Performance Analyst
Investment Analyst
Financial Associate
The George Washington University
University of Delaware
University of California, San Diego
Recommendations: 0
investment performance measurement
Fixed Income
performance attribution
business analysis
SQL
Data Mining
Eagle PACE
