Top Financial Services in Greater Philadelphia Area

Joe Roberto
Financial Services Center Manager
Greater Philadelphia Area
Financial Services Center Manager
President & Licensed Title Agent (FL)
Regional Director
National Accounts Manager, Product Management, National Accounts Marketing
GSU/UICC Chicago Campus
Rich South High School
Recommendations: 43
Title Insurance
Short Sales
Marketing
Residential Homes
New Home Sales
Luxury
Notary Public
Referrals
Chris Tormey
Enterprise Sales Manager
Greater Philadelphia Area
Enterprise Sales Manager
Global Account Manager
Sales Director
Sales Director, Financial Services
Global Account Manager/ Regional Sales Director/ Territory Account Executive
Account Executive/National Account Manager
Manager
The Restaurant School at Walnut Hill College
Saint Joseph's University
La Salle College High School
Recommendations: 16
Enterprise Software
Solution Selling
SaaS
CRM
Selling
Call Center
Strategy
New Business Development
Atul Malhotra
Financial Services Business Risk Advisory Senior Manager
Greater Philadelphia Area
Financial Services Business Risk Advisory Senior Manager
Enterprise Risk Services Manager
Director of Operational Effectiveness and Payments
ERS Sr. Consultant
Managing Director of Enterprise Risk Management
ERS Consultant
Managing Director of Enterprise Risk Management
Franklin & Marshall College
The British School, New Delhi
Recommendations: 15
Enterprise Risk Management
IT Audit
CISA
Sarbanes-Oxley Act
SAS70
Internal Controls
Sarbanes-Oxley
Internal Audit
Craig Glantz
Personal Banker SAFE
Greater Philadelphia Area
Personal Banker SAFE
President
Co-founder
Financial Services Representative
Registered Representative
Field Agent
Freelance writer, photographer
Communications/Adult Education Director
Theology Teacher
History and Theology Teacher
St. Charles Borromeo Seminary
Alvernia College
Penn State University
Recommendations: 15
Leadership
Public Speaking
Nonprofits
Social Media
Insurance
Retirement Planning
Strategic Planning
Teaching
Mark Weishaar
Marketing Director
Greater Philadelphia Area
Marketing Director
Financial Services Practice Leader
Benedictine College
Recommendations: 13
Direct Marketing
Marketing Strategy
B2B
Consultative Selling
Insurance
Data Analytics
Competitive Intelligence
Distribution Expertise
Jeff Newman
Managing Director | Head of Global Commercial Card Operations and Electronic Financial Services
Greater Philadelphia Area
Managing Director | Head of Global Commercial Card Operations and Electronic Financial Services
Senior Vice President
Director and Site President
President
Managing Director - Global Customer Service
South Dakota State University
United States Marine Corps
Recommendations: 10
Strategy
Management
Leadership
Process Improvement
Financial Services
Banking
Risk Management
Budgets
Norm Mullock
VP of Strategy
Greater Philadelphia Area
VP of Strategy
VP of Market Development, Professional and Financial Services
VP, Time Practice
VP, Integration Practice
VP, Product Strategy & Innovation
Product Strategist, CRM/Analytics
University of Michigan
Germantown Academy
Recommendations: 10
Product Management
Strategy
Business Intelligence
Start-ups
Analytics
Management
Consulting
Product Marketing
Joelle Smith
Vice President - Travel, Transportation & Hospitality Division Head
Greater Philadelphia Area
Vice President - Travel, Transportation & Hospitality Division Head
Vice President - Agile Development Center
Director US Sales, Knowledge Services
AVP Business Development
BDM for Financial Services
Chief Experience Officer
Executive Vice President
East Stroudsburg University of Pennsylvania
Recommendations: 10
Analytics
Sales
Contract Negotiation
Account Planning
Market Data
Trading
Enterprise Solution...
Pre-sales
Tony LaRocca, MBA
Insurance Agent
Greater Philadelphia Area
Insurance Agent
Financial Services Representative
Financial Services Professional
District Manager
Sales District Manager
Dealer Marketing Manager
Pennsylvania State University-Great Valley Graduate Center
Indiana University - Kelley School of Business
Central Catholic High School
Recommendations: 9
Risk Management
Risk Mitigation
Business Insurance
Property & Casualty Insurance
Small Business
Management
Retirement Income Planning
Retirement Planning
Toby Donovan
Executive Recruiter, Financial Services
Greater Philadelphia Area
Executive Recruiter, Financial Services
Executive Search, Financial Services Practice Group
Director, Institutional Investments Business Intelligence
Director, Finance & Investment Conferences
Conference Director
Product Manager, Advertising
University of Oxford
St Paul's School, London
Isleworth and Syon School
Recommendations: 8
Project Management
Qualitative Market Research
Professional Networking
Asset Management
Investment Banking
Alternative Investments
Risk Management
Corporate Treasury
Krista Wills
Campus Director
Greater Philadelphia Area
Campus Director
Campus President
Campus President
Campus President
Assistant Director of Enrollment Services
Campus Director
Student Retention Manager
Regional Support Officer
Student Retention Coordinator
Financial Services Manager (Financial Aid)
Operations Manager
Business Manager
Assistant Controller
Accounts Payable Manager/Staff Accountant
Administrative Assistant/Accounting Assistant
Strayer University
Strayer University
Mars Hill University
Recommendations: 8
Admissions
Enrollment Management
Higher Education
Staff Development
Student Affairs
Campus
Adult Education
Student Financial Aid
David A. Staskin, CPSM, C.P.M.
Senior Sourcing Manager/Strategic Sourcing Manager for Research and Life Sciences
Greater Philadelphia Area
Senior Sourcing Manager/Strategic Sourcing Manager for Research and Life Sciences
Contract Manager
Purchasing Manager
Purchasing Agent For Information Technology
Purchasing Manager
Business Manager, Student Financial Services
Special Assistant to CFO and Treasurer
Senior Buyer
Purchasing Supervisor
Educational & Institutional Cooperative
University of Pennsylvania - The Wharton School
Institute For Supply Management-Lifetime C.P.M.
Purchasing Management Association of Philadelphia
Temple University - Fox School of Business and Management
Recommendations: 7
Organizational Effectiveness
team building
contract negotiations
contracts review
RFP Preparation
RFP reviews
RFP
Reviews
Mary Tapp
Implementation Consultant
Greater Philadelphia Area
Implementation Consultant
Major Markets Sales Consultant
District Sales Manager
Sr. Sales Consultant: Human Resources Outsourcing / Financial Services
Kean University, BA
Fair Lawn HS
Recommendations: 7
Superior Communication...
Public Speaking
Salesforce.com
Natural Leader
Self Motivated
PEO
HRIS
Direct Sales
Thomas Hudzina
Technical Business Analyst/Solution Designer
Greater Philadelphia Area
Technical Business Analyst/Solution Designer
Technical Business Analyst/Solution Designer
Manager Product - Business/Technical Analysis
Senior Advisor IT Business/Systems Analysis
Technical Sales Support Solutions Engineer
Foreign Missions
Senior Business Systems Analyst- Sales Support
Senior Business Analyst-Solutions Sales Support
Senior Business Analyst Product Management
Manager National Credit Systems Financial Services
Recommendations: 7
E-commerce
Agile Methodologies
Business Analysis
Product Management
Analytics
Integration
Project Management
Management
Rick Bell
Principal/Founder
Greater Philadelphia Area
Principal/Founder
Vice President of Sales- Enterprise and Emerging Markets
Sales Director, Financial Services
SVP Sales & General Manager
VP of Sales
Hatboro Horsham
Temple University
Recommendations: 6
Sales
Leadership
SaaS
Enterprise Software
Cloud Computing
Strategic Partnerships
Coaching
Management
Michael O'Brien
Partnership Director
Greater Philadelphia Area
Partnership Director
Strategic Marketing
Vice President Strategy & Operations, Cloud Customer Office
Research Analyst
Regional Sales Director
Customer and Market Strategy, SAP Cloud
Strategy Principal, Corporate Strategy Group
Consultant
Director of Sales, Financial Services
University of Virginia Darden School of Business
University of Virginia
Recommendations: 6
Competitive Analysis
SaaS
Business Strategy
Go-to-market Strategy
Business Development
Management Consulting
Cloud Computing
Enterprise Software
Paul Obenshain, MBA, CPA, CIA, CISA
Manager of Accounting for Project Analysis and State Supported Revenue
Greater Philadelphia Area
Manager of Accounting for Project Analysis and State Supported Revenue
Audit and SOX Consultant - - Banking and Financial Services
Internal Control Manager - Sarbanes-Oxley (“SOX”), Model Audit Rule, and Risk Assessment
Internal Control and SOX Manager
SAP Consultant – Investment Bank Fixed Income G/L accounting system conversion
Finance Contractor as Administrator for Stock Options and Pension Plan
Internal Control Manager
Widener University
Goldey-Beacom College
Recommendations: 5
Internal Audit
SOX
Risk Management
Internal Controls
Banking
Mutual fund
Hedge Funds
Investments
Michael Colkitt
Financial Services Professional
Greater Philadelphia Area
Financial Services Professional
Agent
Partner
Vice President
SVP
Neumann College
Recommendations: 5
Investments
Business Planning
Retirement Planning
Key Person Insurance
401(k) Rollovers
Wealth Transfer...
Lifetime Income...
Life Insurance...
Mark Weller, CFP® MBA
Investment Adviser Representative
Greater Philadelphia Area
Investment Adviser Representative
Financial Services Professional
Regional Manager
MBA Intern
American College
La Salle University
Dickinson College
Hatboro-Horsham
Eagle Boot Camp
Recommendations: 5
Retirement Planning
Insurance
Disability Insurance
Estate Planning
Investments
Retirement
Wealth Management
Fixed Annuities
Elizabeth Meyer
Life & Health Insurance Agent
Greater Philadelphia Area
Life & Health Insurance Agent
Financial Services Professional
Long Term Care & Life Insurance & Hybrid Products
Medicare Supplement Specialist
Philadelphia University
East Carolina University
Recommendations: 5
Long Term Care Insurance
Insurance
Health Insurance
Employee Benefits
Customer Service
Healthcare
Long-term Care
Personal Finance
Rob Fullerton
VP, Global Operations
Greater Philadelphia Area
VP, Global Operations
AVP - Field Office Administration & Project Management
AVP, Program Management Office
Director, Financial Services
Proprietor
Director of Planning
Villanova University
Penn State University
Recommendations: 5
Program Management
Project Management
Sarbanes-Oxley Act
Insurance
Process Improvement
Risk Management
Business Process...
Business Analysis
Vanessa Vega
Associate Director - Change Management, Communication & Training, Global Financial Services
Greater Philadelphia Area
Associate Director - Change Management, Communication & Training, Global Financial Services
Associate Director, Business Enablement - Global Financial Services - Latin America
Member - Board of Directors & Chairperson - Fundraising
Manager, Shared Business Services & Manager, Business Process Improvement
Program Manager, Corporate IT Merger Integration
Founder and President, NSHMBA Philadelphia & Connecticut Chapters
Boston University
University of Connecticut School of Business
Recommendations: 4
Cross-functional Team Leadership
Change Management
Six Sigma
Business Process Improvement
Program Management
Acquisition Integration
Kaizen
Strategy Execution
Suren Kumar
Lead Partner, Transformation, Banking & Financial Services
Greater Philadelphia Area
Lead Partner, Transformation, Banking & Financial Services
CEO / President
Associate Partner
Partner
Managing Director
Senior Manager
University of Pittsburgh - Joseph M. Katz Graduate School of Business
Yale University
Indian Institute of Technology, Madras
Recommendations: 4
Management Consulting
Business Transformation
Organizational Transformation
Business Turnaround Consulting
Consulting Practice Management
Finance Transformation
Corporate Finance
Real Estate Finance
Erika Schell-Rompré
Independent Marketing Consultant
Greater Philadelphia Area
Independent Marketing Consultant
Director of Marketing and Business Development
Director of Marketing & Business Development
Marketing Planning and Development Intern
Marketing Consultant
Financial Services Associate
International Personal Banking, Account Executive
Wake Forest University School of Business
The George Washington University
Recommendations: 4
Marketing Communications
Marketing Strategy
Online Marketing
Market Planning
Competitive Analysis
Marketing Management
Product Marketing
Digital Marketing
Anthony Chickery
Segment Finance Director - Exchange Solutions
Greater Philadelphia Area
Segment Finance Director - Exchange Solutions
Corporate Controller & Finance VP
Director, FP&A
Finance Director - Biotherapeutics R&D
Finance Line/Site Head - Biotherapeutics R&D
Finance Manager - Global Operations (Facilities)
Finance Manager - Midwest Financial Services
Audit Supervisor - Corporate Internal Audit
Audit Staff through Manager
Owner/Operator
New York University - Leonard N. Stern School of Business
University at Albany, SUNY
Arlington High School
Recommendations: 4
Financial Modeling
Valuation
Internal Controls
Financial Planning
Accounting
Financial Reporting
Financial Analysis
Forecasting
Stephanie Records
Benefits Consultant/Client Manager
Greater Philadelphia Area
Benefits Consultant/Client Manager
Account Manager
Account Retention Representative
Financial Services Professional
Agency Development Manager
University of Delaware
Wilmington College
Recommendations: 4
Employee Benefits
Term Life Insurance
Disability Insurance
Recruiting
Life Insurance
Long-term Care
Insurance
Account Management
Christina Lee Valentine
Student in the Culinary Industry
Greater Philadelphia Area
Student in the Culinary Industry
Corporate Healthcare
Financial Services
Rutgers University-New Brunswick
Recommendations: 4
Training
Culinary Skills
Leadership
Customer Service
Risk Management
Process Improvement
Time Management
Quality Assurance
Michele Smith, MBA
Complex Contract Compliance Auditor I
Greater Philadelphia Area
Complex Contract Compliance Auditor I
Business Manager
Supervisor Consultant
Director of Patient Financial Services
Director of Reimbursement/Patient Financial Services
Revenue Cycle Coordinator, St. Joseph Medical Group
Supervisor, Patient Financial Services
Patient Financial Services Representative
Administrative Assistant, Physicians & Surgeons
Senior Billing Clerk
Dental Office Assistant
Patient Service Representative
Eastern University
New York University
Recommendations: 4
Billing
Scheduling
Research
Accounts Receivable
Conferences
Insurance
Access
Press Releases
Christopher MCR
Managing Director, North America
Greater Philadelphia Area
Managing Director, North America
Adjuct Faculty, Systems Thinking & Social Enterprise Consulting
Adjunct Faculty
Strategic Advisor
Global Account Lead, Marsh & McLennan Companies
Business Development Director, Financial Services
General Manager, TD Bank Real Estate
Senior Vice President
Vice President, Sales and Leasing
Director/Board Member
SVP, Sales
VP, Sales and Marketing
Regional Portfolio Manager, CRE
Co-op student/ABM Team
Villanova University
CoreNet Global
Drexel University - College of Business and Administration
Mitchell College
Wachusett Regional HS
Recommendations: 4
Project Management
Management
Management Consulting
Supply Chain Management
Facilities Management
Contract Negotiation
Leadership
Business Development
Shantae Landingham, J.D., M.B.A
Risk Advisor
Greater Philadelphia Area
Risk Advisor
Management Communications - Instructor Trainee
Internal Audit
Global Procurement Services- Contract Negotiator
Financial Services Administrator
Bank Strategy and Relations Administrator
Project Lead - KIVA
Tax Law Advisor
Assistant Athletics Coordinator
Business Plan Writer
Business Development Advisor
Tax Competitor
Public Accountant
Customer Service Manager
Sales Manager
Valparaiso University School of Law
Tennessee State University
Valparaiso University School of Business
Recommendations: 3
Tax
Legal Writing
Legal Research
Leadership
Business Planning
Sales
Contract Management
Nonprofits
Philip Moyer
Vice President
Greater Philadelphia Area
Vice President
Managing Director, Global Financial Services
Managing Director/Sr. VP
CEO & President
Co-Founder/CEO
University of Pittsburgh
Recommendations: 3
Enterprise Software
Big Data
Venture Capital
Cloud Computing
Business Intelligence
Microsoft Technologies
XBRL
Mobile Applications
Justin Czerwinski
Private Banker
Greater Philadelphia Area
Private Banker
Global Wealth Management, J.P Morgan Private Bank, Client Services
Financial Services Professional
Head of Marketing Committee
Corporal
Operation Iraqi Freedom
Wilmington University
St. Marks High School
Recommendations: 3
Life Insurance Planning
Customer Service
Retirement Planning
Investments
Leadership
Team Leadership
Banking
Financial Services
Adam Roesler
Northeast Regional Account Manager
Greater Philadelphia Area
Northeast Regional Account Manager
Regional Sales Manager - North America
Regional Sales Manager
Financial Services Representative
Dickinson College
Recommendations: 3
Vendor Managed Inventory
Cost Analysis
New Business Development
Account Management
Packaging
Cost Benefit
ROI Justification
Purchasing
Peter Sciortino, MSFS
Financial Advisor
Greater Philadelphia Area
Financial Advisor
Financial Advisor
President
Manager, Financial Services
Vice President - Investments
Saint Joseph's University
Rutgers, The State University of New Jersey-Camden
Holy Cross High School
Recommendations: 3
Investments
Strategic Financial...
Portfolio Management
Wealth Management
Financial Services
Estate Planning
Retirement Planning
Financial Analysis
Mark Mayo
Finance Blackbelt - General Electric European Equipment Management
Greater Philadelphia Area
Finance Blackbelt - General Electric European Equipment Management
CFO
CFO USIS Commercial Services Division
Auditor
CFO General Electric Express Financial Services
Chief Operating Officer
CFO - General Electric Railcar Services Europe
CFO
Consultant
CFO General Electric Trailer Fleet Services (TFS)
Queen's University
Recommendations: 3
Forecasting
Mergers & Acquisitions
Process Improvement
Strategic Planning
Financial Analysis
Financial Services
Finance
Acquisition Integration
Craig Conway
Chief Technology Officer
Greater Philadelphia Area
Chief Technology Officer
Advisory Committee Member
Advisory Board Member
EVP, Chief Technology Officer
Chief Technology Officer, Financial Services
Fox School of Business at Temple University
Fox School of Business at Temple University
Massachusetts Institute of Technology - Sloan School of Management
Recommendations: 2
Mobile Payments
Electronic Payments
Payment Card Processing
Debit Cards
Payment Systems
Payments
Credit Cards
Transaction Processing
Dawn Marie Kolongowski
Vice President, Financial Services
Greater Philadelphia Area
Vice President, Financial Services
Sales Manager, Insurance Marketing Services
Washington State University Pullman, Wa
Recommendations: 2
Portfolio Management
Marketing
Credit Cards
Credit Scoring
Sales
Risk Management
Credit
Credit Risk
Louise Frock
VP, Marketing Project Manager
Greater Philadelphia Area
VP, Marketing Project Manager
VP, Marketing Manager
VP, Product and Market Development Division Manager -- Retail Banking
Vice President
Senior Vice President
VP, Marketing Manager for Personal Financial Services
Notre Dame of Maryland University
Recommendations: 2
Banking
Financial Services
Credit Cards
Leadership
Marketing Strategy
Program Management
Marketing
Advertising
Stephen Dalziel
Financial Services Representative
Greater Philadelphia Area
Financial Services Representative
Business Analyst
International Business Development & Strategy
Master in Business Administration
Assistant Manager
Customer Service Representative
Hult International Business School
Temple University
Temple University Japan - Tokyo
Chestnut Hill Academy
Dulwich College
Recommendations: 2
Retail Banking
Client Relationship Building
Banking
Business Development
Customer Service
Sales Management
Management
CRM
Jason Beckstrom
Company Name PwC
Greater Philadelphia Area
Company Name PwC
Director of Marketing
U.S. Marketing Manager Financial Services
U.S. Marketing Manager Federal Business Tax
The Johns Hopkins University - Carey Business School
Ohio University
Recommendations: 2
Change Management
Sales Management
Strategic Partnerships
Media Relations
Market Analysis
Strategy
Leadership
Competitive Analysis
Rob Herb
Vice President, Global Asset Manager, Healthcare & Clean Technology
Greater Philadelphia Area
Vice President, Global Asset Manager, Healthcare & Clean Technology
Director, Asset Management
Director, Program Management & Client Services
Director of Business Planning
Director, Independent Dealer Leasing
Director of Marketing
Flow Originations Siebel Leader, Vendor Financial Services
Sales Leader
Dealer Sales Manager
Dealer Service Representative
Assistant Executive Director
La Salle University
Gettysburg College
Great Valley High School
Recommendations: 2
Management
Account Management
Mergers
Team Building
Process Improvement
CRM
New Business Development
Finance
Marcelo D Guerra
Licensed Financial Service Consultant
Greater Philadelphia Area
Licensed Financial Service Consultant
Associate - Vanguard Brokerage Services
Financial Services Sales Rep.
Analyst-Alternative Investment Fund Administration
Investment Manager
Merrill Lynch Consultant -International Securities Services: Bank Loans
Assistant Vice President
Baruch College, City University of New York
Recommendations: 2
Bloomberg
Hedge Funds
Fixed Income
Project Management
Derivatives
Asset Management
Capital Markets
Securities
Nancy Dempsey
Commercial Lines Small Business Northeast Regional Operations Underwriter
Greater Philadelphia Area
Commercial Lines Small Business Northeast Regional Operations Underwriter
Underwriting I
Plan Administration and Special Projects
Financial Services Representative
Regional Sales Office PreSale Specialist
Office Manager -
Accounting, Special Projects, Banking, Foodini Chain SAP
Great Valley Senior High
Penn State University
Recommendations: 2
Employee Benefits
Underwriting
Accounts Receivable
Negotiation
Disability Insurance
Microsoft Office
Insurance
Payroll
Vernell Peter-Koyi, MBA, ChFC
Financial Services Professional
Greater Philadelphia Area
Financial Services Professional
Agent
The American College
West Chester University of Pennsylvania
Shippensburg University of Pennsylvania
Milton Hershey School
Recommendations: 1
Management
401k Rollovers
Time Management
Small Business
Licensed Life & Health...
Retirement Planning
Asset Protection
Investments
David Bromage
Vice President Finance - Central Zone
Greater Philadelphia Area
Vice President Finance - Central Zone
Vice President - Healthcare Business Development
Leader - Global Financial Services
Director - Global Financial Services
Leader - Global Financial Services
Strategy Consultant - Corporate Venturing
Strategy Consultant - Global Business Development
Leader - European Financial Services
Senior Manager - European Business Development
Manager - European Business Development
Manager - UK Business Development
Trainee Chartered Accountant (ICAEW)
Georgetown University
Georgetown University - The McDonough School of Business
London Business School
Durham University
College of the Holy Cross
Recommendations: 1
Angelina Bellochio
Finance Manager
Greater Philadelphia Area
Finance Manager
Business Manager
Financial Services Professional
Financial Accountant
Temple University - Fox School of Business and Management
Tomskij Gosudarstvennyj Universitet
Music School
Recommendations: 1
Russian
Financial Planning
International Business
Excel
Investments
Microsoft Office
Customer Relations
PowerPoint
Amy Shah
SVP and Chief Marketing Officer
Greater Philadelphia Area
SVP and Chief Marketing Officer
Co Founder
Senior Vice President & Managing Director
Senior Vice President & Managing Director
Chief Marketing Officer
Vice President Financial Services
Vice President of Sales & Marketing
Director
New York University - Leonard N. Stern School of Business
Kent State University
Columbia University - Columbia Business School
Recommendations: 1
Internet
Marketing Strategy
Marketing Communications
Social Media Marketing
Advertising
Online Advertising
E-commerce
Global Marketing
Brooke Hansen
Account Executive
Greater Philadelphia Area
Account Executive
Enterprise Inside Sales - Financial Services
Business Development
Associate Client Executive
Thin client Sales
CSR Supervisor
Rutgers, The State University of New Jersey-Camden
Conestoga
Recommendations: 1
Business Intelligence
Solution Selling
Analytics
Enterprise Software
Customer Centric Selling
Data Discovery
Sales
Customer Satisfaction
Melissa Mosher DiPierro, AIF®
Assistant Vice President, DCIO Key Accounts Manager
Greater Philadelphia Area
Assistant Vice President, DCIO Key Accounts Manager
Senior Sales Associate, DCIO Advisory
401(k) Relationship Manager
Regional Representative
Internal Investment Consultant
Associate Financial Consultant
Internal Financial Consultant
Financial Services Representative
State University of New York College at Geneseo
Spencerport High School
Recommendations: 1
Mutual Funds
Asset Allocation
Investments
Series 7
Securities
Financial Services
Retirement
Finance
Ron Frankenfield
Senior Vice President and President, Global Managed Services
Greater Philadelphia Area
Senior Vice President and President, Global Managed Services
President, Global Outsourcing and Infrastructure Services
VP/GM Worldwide Sales and Services
VP/GM America's Group
SVP North America Financial Services
VP/GM Asia Pacific Region
Montclair State University
Phillipsburg High School
Recommendations: 1
Outsourcing
SaaS
Executive Management
Managed Services
IT Outsourcing
ITIL
Business Process...
Solution Selling
Michele Stephano
Senior Marketing Manager, Americas
Greater Philadelphia Area
Senior Marketing Manager, Americas
Global Channel Marketing Manager
Manager, Marketing & Communications
Marketing Specialist
Marketing Specialist - Retail & Financial Services
Account Manager
West Chester University of Pennsylvania
West Chester University of Pennsylvania
Recommendations: 1
Social Media Marketing
Internal Communications
Marketing Strategy
Social Media
Content Strategy
Advertising
Online Marketing
Project Management
Philip Palma
Administrative Director Patient Accounts
Greater Philadelphia Area
Administrative Director Patient Accounts
Manager of Revenue Cycle and Compliance
Director - Operations, Active Receivables
Director - Patient Financial Services, Revenue Cycle Management
Director - Patient Financial Services
Director - Patient Accounts
Director - Patient Accounts
Temple University - Fox School of Business and Management
Widener University
Kutztown University of Pennsylvania
Recommendations: 1
Revenue Cycle
Healthcare
Hospitals
Contract Management
Customer Service
Accounts Receivable
Supervisory Skills
Billing
Sydney Burrell
Account Clerk II
Greater Philadelphia Area
Account Clerk II
Senior Teller
Freelance Graphic Designer
Financial Services Rep
Vice President
Graphic Design/Media Specialist
Visual Merchandiser
Store Associate
Southern New Hampshire University
Clark Atlanta University
Recommendations: 1
Graphic Design
Layout
Visual Merchandising
Color Theory
Illustration
Styling
Adobe Creative Suite
Adobe Photoshop
Sammy Battista
Financial Services Professional
Greater Philadelphia Area
Financial Services Professional
Sr. Relationship Manager (Middle Markets)
Client Relations Executive
Sales Executive
Financial Representative
Sr. Technical Recruiter
The College of New Jersey
Notre Dame High School
Recommendations: 1
Financial Services
Portfolio Management
Retirement
Disability Insurance
Long Term Care Insurance
Employee Benefits
Salesforce.com
Management
Phillip Golden, MBA
Financial Advisor
Greater Philadelphia Area
Financial Advisor
Financial Services Representative
Licensed REALTOR
Senior Adjunct Instructor
Adjunct Instructor
Manager
Various Positions
Richard Stockton College of New Jersey
Richard Stockton College of New Jersey
Recommendations: 1
Insurance
Succession Planning
Retirement
Asset Allocation
Employee Benefits
Teaching
Higher Education
Variable Products
Christine Vreeland, MBA
Associate Director Financial Planning & Analysis
Greater Philadelphia Area
Associate Director Financial Planning & Analysis
Manager Financial Services
Senior Financial Analyst-Global Business Services
Senior Financial Analyst-Merck Manufacturing Division
Senior Financial Analyst-Global Business Services
Senior Accountant
Senior Financial Analyst/Accountant/AVP
Senior Accountant
Staff Accountant
Villanova University
Villanova University
La Salle University
Penn State University
Recommendations: 1
Financial Analysis
Forecasting
Budgets
SAP
Project Management
Process Improvement
Finance
Variance Analysis
Kimani Bell
V.P. Retail Branch Manager
Greater Philadelphia Area
V.P. Retail Branch Manager
District Financial Sales Manager
Financial Services Representative III
Senior Personal Banker II
Senior Account Executive
Sales Representative
Video production Intern & Freelancer, Wells Fargo/Wachovia centers Arena Vision
The Art Institute of Philadelphia
Mercyhurst College
Recommendations: 1
Customer Service
Financial Services
Coaching
Credit
Teaching
Loans
Sales Management
Public Speaking
Linda Case, LPC, ChFC
Financial Therapist/Advisor
Greater Philadelphia Area
Financial Therapist/Advisor
Counselor/Therapist
Outpatient Therapist
Volunteer
Counselor/Therapist
Mental Health Professional
Executive, Financial Services
Outpatient Therapist
Outpatient Therapist
Client Services Representative
The American College
Fielding University
The Union Institute and University
Millersville University of Pennsylvania
The American College
Elizabethtown College
Recommendations: 1
Family Therapy
Psychotherapy
Group Therapy
CBT
Mental Health Counseling
Treatment
Behavioral Health
Mental Health
Luis Franco
Company Name Unisys
Greater Philadelphia Area
Company Name Unisys
HR Director - Global Financial Services
Sr. Business Effectiveness Consultant
Penn State University
ISEG - Lisbon School of Economics & Management
Recommendations: 1
Workforce Planning
Talent Management
Organizational Effectiveness
Business Strategy
Human Capital Management
Performance Management
Personnel Management
Human Resources
Christine Travis, ChFC, CLTC
Regional Vice President
Greater Philadelphia Area
Regional Vice President
IAR
Partner
Manager of Financial Services
The American College
Thomas Edison State College
Recommendations: 0
Wealth Management
Estate Planning
Fixed Annuities
Retirement Planning
Mutual Funds
Retirement
401k
Insurance
Joseph Prunty
Solution Architect - Financial Services
Greater Philadelphia Area
Solution Architect - Financial Services
VP, Financial Services
Financial Services Lead
Baruch College
Baruch College, City University of New York (CUNY)
Recommendations: 0
Strategic Planning
Cost Management
Increased Profitability
Customer Profitability
Process Efficiency
Product Design
Branch Profitability
Product Profitability
Anika Nazmun
Security Pricing Supervisor
Greater Philadelphia Area
Security Pricing Supervisor
Acceleration into Financial Professional (AFP) Program
Brokerage Associate
Investment Professional
Financial Services Representative
Client Relationship Associate
Penn State University
Recommendations: 0
Building Business Relationships
Communication Skills
Bloomberg
Thompson One
Morningstar
Microsoft Office
Research and Analysis
Dedication to Continuous Improvement
Gina Magliocco
Senior Client Service Associate
Greater Philadelphia Area
Senior Client Service Associate
Client Services Associate
Financial Services Representative
Registered Representative/ Financial Service Representative
Registered Representative/ Financial Service Representative
Financial Services Representative
Stylist
Stylist
Assistant to Chief Operating Officer, Donations Coordinator, Office Manager
Donations Coordinator, Assistant to COO
Game Operations Assistant
Agency Assistant
ESL Instructor
Penn State University
Pennsylvania State University, University Park
Garnet Valley High
Recommendations: 0
Investments
Series 7
Financial Services
CRM
Press Releases
Banking
Customer Service
Disability Insurance
Jaye Berman
Sr. Copywriter/Editor, Retirement Plan Services
Greater Philadelphia Area
Sr. Copywriter/Editor, Retirement Plan Services
Sr. Copywriter/Editor, Editorial Manager
Freelance Copywriter/Editor and Strategist, Financial Services
Sr. Copywriter/Editor, Participant Education
Campaign Communications Manager
Sr. Copywriter/Editor, Investor Education
Senior Account Executive, Public Relations
Professor of English
University of Wisconsin-Milwaukee
University of Wisconsin-Milwaukee
University of Wisconsin-Madison
University of Wisconsin-Milwaukee
Cardinal Stritch University
Indiana University Bloomington
Johann Wolfgang Goethe-Universität Frankfurt am Main
Recommendations: 0
Marketing Communications
Editing
Public Relations
Financial Services
Newsletters
Internal Communications
Corporate Communications
Social Media
Colleen McCoy
Sr. Account Executive
Greater Philadelphia Area
Sr. Account Executive
Financial Services -Business Development Rep
Specialty Sales Representative
Senior Account Executive
Internet Products Sales Specialist
Senior Account Executive
Account Executive II
Assistant Manager
Mount St Mary's University
Recommendations: 0
Sales Operations
Sales
Management
Sales Presentations
New Business Development
Business Intelligence
Insurance
Contract Negotiation
Elena Dokova
Service Operations Specialist
Greater Philadelphia Area
Service Operations Specialist
Member of the Board of Delegates
Financial Services Representative
Client Account Services Associate
Executive Assistant to the President and CEO
Intern
Emergency Medical Technician with Emergency Vehicle Operation Certification
Temple University - Fox School of Business & Management
Temple University - Rome, Italy
Young Involved Philadelphia Board Prep Program
Recommendations: 0
Series 6
Series 63
Manage Client...
High Net Worth Insurance
Product Development
Customer Service
Financial Reporting
Data Analysis
Jeffrey Hurchalla, MBA
Program Underwriter
Greater Philadelphia Area
Program Underwriter
Marketing Coordinator
Financial Services Professional
Scout Sniper
Jones International University
Jones International University
West Chester University of Pennsylvania
Recommendations: 0
Retirement Planning
Fixed Annuities
Life Insurance
Estate Planning
Insurance
Financial Analysis
Strategic Financial Planning
Investments
Nina Corey
Vice President & Director, Client Services
Greater Philadelphia Area
Vice President & Director, Client Services
Vice President & Manager, Financial Services
Assistant Vice President & Manager, Financial Services
Manager, Revenue Accounting
Senior Auditor
Goldey Beacom College
Oklahoma State University
University of Delaware
University of Houston
Recommendations: 0
Financial Risk
Financial Analysis
Loans
Financial Services
Accounting
Portfolio Management
Banking
Credit
Anne Casey
Principal, Banking & Financial Services Practice
Greater Philadelphia Area
Principal, Banking & Financial Services Practice
Practice Lead, Co-brand and Affinity Financial Services
Senior Vice President and Director of Sales and Business Development
Senior Advisor
SVP, National Partnership Executive, Consumer and Small Business Banking
SVP, Card Group Sales Executive
SVP, Card Group Sales Director
FVP, Affinity Marketing Director
First Vice President
Assistant Treasurer and Customer Service Director
Elon University
Concord High School
Recommendations: 0
Client Relationship Building
Marketing Strategy
Business Strategy
Credit Cards
Strategy
CRM
Marketing
Program Management
Gary Sender
Executive Director, Financial Evaluation and Analysis
Greater Philadelphia Area
Executive Director, Financial Evaluation and Analysis
Director, Investor Relations
Senior Vice President Finance
Board Member
Chief Financial Officer
Chief Financial Officer
Board Member
Executive Director, JV and Vaccine Financial Services
Assistant Treasurer
Manager Foreign Exchange
VP, Controller, US Human Health
Board Member
Chief Financial Officer
VP, Investor Relations
Carnegie Mellon University
Questrom School of Business, Boston University
Recommendations: 0
Start-ups
Analysis
Negotiation
Finance
Financial Analysis
Corporate Finance
Biotechnology
Pharmaceutical Industry
Thomas K. Malloy
Executive Director, Enrollment Management
Greater Philadelphia Area
Executive Director, Enrollment Management
Associate Director, Student Financial Services
Harvard University Graduate School of Education
University of Scranton
Recommendations: 0
Higher Education
Student Affairs
Enrollment Management
Student Development
Admissions
Higher Education Administration
Staff Development
Adult Education
John Mazzola
Financial Services Representative, Senior Partner
Greater Philadelphia Area
Financial Services Representative, Senior Partner
Temple University
The American College
Recommendations: 0
Craig Unterseher
Senior Manager - Finance and Risk Services, Financial Services
Greater Philadelphia Area
Senior Manager - Finance and Risk Services, Financial Services
Senior Vice President - Financial Services Advisory Practice
Manager - Business Valuation, Corporate Restructuring
Supervisory Financial Analyst and Examiner - Large, Complex Banking Organizations
Summer Associate - Private Equity Advisory Group
Project Manager - Acquisition & Development Consulting
The University of Chicago Booth School of Business
Denmark's International Study Program
University of Nebraska-Lincoln
Recommendations: 0
Strategy
Management Consulting
Transaction Advisory Services
Due Diligence
Financial Modeling
Risk Management
Financial Analysis
Regulatory Affairs
Robert Kodroff
Financial Services Representative
Greater Philadelphia Area
Financial Services Representative
American College
Recommendations: 0
Terry Fant
Vice President, Investments
Greater Philadelphia Area
Vice President, Investments
Senior Vice President, Corporate & Venture Services
Vice President, Corporate & Venture Services
Assistant Vice President, Executive Financial Services
Accountant
Bucknell University
Recommendations: 0
Equities
Wealth Management
ESOP
Financial Planning
Retirement Planning
Strategic Planning
Investments
Investment Banking
Jahanzeb Khan
VP Corporate Sector- Head of Social Media and Voice Channel Products
Greater Philadelphia Area
VP Corporate Sector- Head of Social Media and Voice Channel Products
Director Credit Card And Retail Services- Head of Customer Experience Product Management
Director Credit Card Services
AVP Consumer Services (Card, Retail, Commercial)
Senior Consultant - Financial Services
Officer Card Services & Payments
University of Pennsylvania - The Wharton School
University of Delaware
The University of Texas at Austin
Government College University, Lahore
Aitchison College
Recommendations: 0
Leadership
Executive Management
Strategy
Financial Services
Product Development
Program Management
Vendor Management
Management Consulting
Serae Clarke
Financial Services - Tax Performance Advisory - Senior Consultant
Greater Philadelphia Area
Financial Services - Tax Performance Advisory - Senior Consultant
Senior Associate
Internal Audit Intern
Tax Intern
Sales and Marketing Assistant
Marketing Intern
Saint Joseph’s University, Erivan K. Haub School of Business
Temple University - Fox School of Business and Management
Recommendations: 0
Tim Lynott
Financial Services Representative
Greater Philadelphia Area
Financial Services Representative
Recruiter
Founder
Recruiter
Recruiter
Sourcer
Shippensburg University of Pennsylvania
Recommendations: 0
Talent Management
Technical Recruiting
Recruiting
Boolean Searching
Interviews
Full-life Cycle Recruiting
Research
Sourcing
Chase CIMA®
Vice President, General Manager - Financial Institutions Group
Greater Philadelphia Area
Vice President, General Manager - Financial Institutions Group
Lead Manager, Client and Market Insights
Financial Services Manager
Strategic Insights Consultant
Professional Development Program
Vice President, General Manager - ETF Group
Dartmouth College
The Tuck School of Business at Dartmouth
Recommendations: 0
Benchmarking
Segmentation
Marketing Research
Data Analysis
Qualitative Research
Market Research
Competitive Analysis
Analysis
Vamsi Chemitiganti
Consultant - Network Integration
Greater Philadelphia Area
Consultant - Network Integration
General Manager - Financial Services
Chief Strategist
University of Maryland - Robert H. Smith School of Business
Bangalore University
Recommendations: 0
SOA
Agile Methodologies
Cloud Computing
Enterprise Software
Software Engineering
Architecture
Scrum
Software Development
Ashley Altman
Financial Services Representative
Greater Philadelphia Area
Financial Services Representative
Metrics Analyst
Sales Associate
State and Local Tax Assistant
Drexel University
Milton Hershey School
Recommendations: 0
Investments
Asset Allocation
Financial Analysis
Microsoft Excel
Microsoft Office
PowerPoint
Small Business
Microsoft Word
Michael Smith
CEO -- Insurance Solutions
Greater Philadelphia Area
CEO -- Insurance Solutions
Chief Risk Officer
CEO -- US Annuity Manufacturing
CFO and CIRO -- US Annuities
Sr VP -- Head of Profitability and Risk Mgt -- Retirement Solutions
Sr VP -- Head of Customer Support -- Defined Contribution Plans
CFO & CRO -- Lincoln Life & Annuities
CFO & CAO
Chief Actuarial Officer
Sr VP -- Retirement Financial Services
University of Michigan
Recommendations: 0
Mergers
Fixed Annuities
Financial Modeling
Risk Management
Valuation
Strategic Financial...
Actuarial Science
Investments
Scott Hirshfield
Assistant Vice President
Greater Philadelphia Area
Assistant Vice President
Personal Banker Reg (SAFE) 2 (LICENSED)
Premier Relationship Manager
Licensed Personal Banker
Financial Services Representative
Sales Team Leader/Manager Business Development & Integration
The College of New Jersey
Recommendations: 0
Mortgage Lending
Long Term Care Insurance
Pensions
Mutual Funds
Mortgage Banking
Loan Origination
Sales
Management
David Charter
Assistant Executive Director
Greater Philadelphia Area
Assistant Executive Director
Corporate Director of Finance
CFO
Controller
Divisional CFO/Regional Controller
Director of Accounting
Accounting Assistant
President, Board of Directors
Director of Financial Services
Vice President Finance
Corporate Controller
Senior Director, Financial Services
Eastern Michigan University
Northport Public School
Recommendations: 0
Budgets
Strategic Planning
Managerial Finance
Financial Reporting
Financial Analysis
Accounting
GAAP
General Ledger
Al Natali
Chief Credit Officer
Greater Philadelphia Area
Chief Credit Officer
Self Employed
SVP- Head of Direct Federal Student Lending
SVP- Head of Arrow Financial Services
SEVP- Consumer Finance Lending
EVP- Consumer Finance Collections
SVP- Director of Collections & Recovery
Villanova University
Recommendations: 0
Business Operations
Collections
Credit Underwriting
Customer Service
Customer Retention
Leadership/People Development
Process Improvement
Outsourcing
Robert Farrington
Vice President, Revenue Cycle Management
Greater Philadelphia Area
Vice President, Revenue Cycle Management
Director of Patient Financial Services
Director - Billing and Collections
Director - Finance
Adjunct Instructor - HCA
Learning Services Executive
Director of Patient Business Services
Director of Business Services
La Salle University
La Salle University
Recommendations: 0
Revenue Cycle
Managed Care
Healthcare
Medicaid
Hospitals
Healthcare Management
Strategic Planning
Physician Relations
Amy Esposito
AVP, Legal Operations
Greater Philadelphia Area
AVP, Legal Operations
AVP, Budget Analysis
Director of Financial Planning & Analysis
Finance Director
Director, Financial Services
Drexel University
University of Delaware
Recommendations: 0
Planning Budgeting & Forecasting
Strategic Planning
Financial Modeling
Financial Analysis
Management
Financial Reporting
Forecasting
System Implementations
Brian Flaherty
Director Business Development
Greater Philadelphia Area
Director Business Development
Senior Director of Business Development, Clinical
Global Executive Director, Late Stage and Commerical Access
District Sales Manager
Senior Account Executive, Financial Services
Account Executive
Chief Commercial Officer
Executive Vice President, Sales and Marketing
Vice President, BioPharma and Specialty Sales
Saint Joseph's University
Recommendations: 0
Timothy O'Brien
Senior Director - TCF/UDAAP Program
Greater Philadelphia Area
Senior Director - TCF/UDAAP Program
Senior Director - Marketing Operations
Vice President - Customer Management
Vice President - Financial Services
Vice President - Financial Services
Director
Group manager
American University
University at Buffalo
State University of New York College at Geneseo
Recommendations: 0
IT Strategy
Business Analysis
Business Transformation
Program Management
Management Consulting
Outsourcing
Financial Services
Business Strategy
Amresh Subramaniam
Wharton Co-Lead
Greater Philadelphia Area
Wharton Co-Lead
Engagement Manager
Consultant
Financial Services Senior Consultant
Equities Derivatives Trading Summer Analyst
The Wharton School
Imperial College London
CFA Institute
Recommendations: 0
Equities
Management Consulting
Financial Modeling
Corporate Finance
Investment Banking
Strategy
Due Diligence
Business Analysis
Deanna Corona
SVP, General Manager, Elan Financial Services
Greater Philadelphia Area
SVP, General Manager, Elan Financial Services
SVP
SVP
SVP
Recommendations: 0
Banking
Credit
Retail Banking
Credit Analysis
Credit Cards
Relationship Management
Financial Services
Marketing Strategy
David Kurtz
Marketing Cloud Application Sales Manager Financial Services
Greater Philadelphia Area
Marketing Cloud Application Sales Manager Financial Services
Senior Account Executive
Senior Sales Specialist
Senior Sales Executive / Channel Manager
Regional Channel Sales Manager
Rider University
Recommendations: 0
CRM
Relationship Management
Contract Negotiation
New Business Development
Sales Process
Account Management
Salesforce.com
B2B
Holly Bray
Financial Services Representative
Greater Philadelphia Area
Financial Services Representative
Business Development Manager
Sales Consultant
Inside Sales Internship
King's College
Bishop Hoban High School
Recommendations: 0
Peter Luzak
Financial Services Representative, Financial Adviser
Greater Philadelphia Area
Financial Services Representative, Financial Adviser
Recommendations: 0
Michelle Haitsch MBA, PMP
Director - Accounts Payable and Procure-to-Pay
Greater Philadelphia Area
Director - Accounts Payable and Procure-to-Pay
Board Member
Director - Business Systems, Renewals Management
Senior Manager - Business Payment Services
Senior Manager - Customer Financial Services
Project Manager
Project Manager / Team Leader
Principal Consultant
Process Consultant
Senior Accountant
La Salle University - School of Business Administration
La Salle University - School of Business Administration
Recommendations: 0
Process Improvement
Strategic Planning
SDLC
Cross-functional Team...
Project Management
Business Analysis
Project and Program...
Continuous Improvement
Abby Perschon Levine, MBA, CMA
Sr. Financial Analyst - Immunology Research & Development
Greater Philadelphia Area
Sr. Financial Analyst - Immunology Research & Development
Sr. Financial Analyst - Zytiga Brand Analyst
Sr. Financial Analyst - Sales Force Support
Sr. Financial Analyst - Janssen Biotech Consolidations
Financial Analyst - General Accounting
Financial Leadership Development Program
Associate Financial Analyst - Pipeline Analytics
R&D Projects Finance Intern
Marketing Finance Co-Op
Financial Services Intern
La Salle University
Penn State University
Recommendations: 0
Budgets
Business Planning
Analysis
Analytics
Finance
Management
Accounting
Strategic Financial Planning
Dennis Forbes
Manager, Software Development
Greater Philadelphia Area
Manager, Software Development
Senior Software Development Manager – Mortgage Servicing Systems
Company Name GMAC Mortgage (ResCap) / Ally Financial Services
Software Development Manager - Enterprise Systems Development
Company Name GMAC Mortgage (ResCap) / EDS
Temple University
Bucks County Community College
Recommendations: 0
Ted Frisch
Account Executive
Greater Philadelphia Area
Account Executive
Sales Executive Financial Services
Dir. of Sales
Territory Manager
Sales Director
Sr Account Executive
Sales
West Virginia University
Lenape
Recommendations: 0
Start-ups
Sales Operations
Sales Management
Sales
Security
Customer Satisfaction
Enterprise Software
Solution Selling
Warren Ingersoll
Financial Services Representative and Financial Adviser
Greater Philadelphia Area
Financial Services Representative and Financial Adviser
Sales
Vice President
Villanova University
St. Pauls School
Recommendations: 0
Paula Harland
Director Of Business Services
Greater Philadelphia Area
Director Of Business Services
Director of Financial Services and Transportation
Director of Financial Services
Chief Accountant
Controller
Staff Accountant
La Salle University
Rider University
Recommendations: 0
Budgets
Accounting
Financial Reporting
Analysis
Customer Service
Finance
Microsoft Office
Microsoft Word