James Marnell resumes & CV records
Resumes
Wealth Strategy Associate
Location:
8912 south Commercial Ave, Chicago, IL 60617
Industry:
Financial Services
Work:
Nationwide Financial
Oct 2012 - May 2018
Investment Advisor Ubs Oct 2012 - May 2018
Wealth Strategy Associate Nationwide Financial May 2009 - Sep 2012
Associate With Meeder Agency Hollister Co. Jul 2007 - Dec 2011
Impact Team
Investment Advisor Ubs Oct 2012 - May 2018
Wealth Strategy Associate Nationwide Financial May 2009 - Sep 2012
Associate With Meeder Agency Hollister Co. Jul 2007 - Dec 2011
Impact Team
Education:
Duquesne University 2008 - 2012
Bachelors, Bachelor of Science, Business Administration, Finance Hempfield Area School District 1997 - 2008
Bachelors, Bachelor of Science, Business Administration, Finance Hempfield Area School District 1997 - 2008
Skills:
Insurance, Customer Service, Powerpoint, Microsoft Excel, Microsoft Word, Microsoft Office, Data Entry, Fast Learner, Organization, Teamwork, Leadership, Marketing, Facebook, Data Analysis, Investments, Finance, Financial Analysis, Financial Planning, Series 7, Assurance, Sales, Financial Services, Time Management, Financial Advisory, Series 66, Asset Management, Asset Allocation, Risk Management, Retirement Planning, Estate Planning, Financial Statement Analysis, Client Relations, Wealth Management, Portfolio Management, Mutual Funds, Etfs
Interests:
Law
Investing
Investing
Board Treasurer And Business Manager
Location:
P/O Box A, Alverton, PA
Industry:
Education Management
Work:
Steel Valley School District
Jan 2013 - May 2013
Interim Business Manager Southmoreland School District Jan 2013 - May 2013
Board Treasurer and Business Manager
Interim Business Manager Southmoreland School District Jan 2013 - May 2013
Board Treasurer and Business Manager
Education:
Carnegie Mellon University - Heinz College of Information Systems and Public Policy 1985 - 1988
Masters, Public Administration
Masters, Public Administration
Skills:
Management, Accounting, Microsoft Office, Microsoft Word, Powerpoint, Budgets, Microsoft Excel, Research, Sales, Leadership, Training, Photoshop, Auditing, Investments, Risk Management, Employee Benefits, Purchasing, Internal Auditing, Treasury Management, Business Management, Budget Management, Transportation Management, Lotus 123, Dos, Fund Accounting, Analysis, Budgeting, Process Improvement, Business Planning, Financial Reporting, Staff Development, Continuing Professional Education, Analysis and Design of Accounting and Financial Information Systems, Team Building, Management Consulting, Payroll Taxes, Individual Taxes, Management Accounting, Financial Accounting, Internal Audit Consulting, Public Speaking, Strategic Planning, Financial Analysis, Nonprofit Organizations, Payroll, Contract Management, Public Policy, Office Administration, Risk Assessment
Interests:
Politics
Animal Welfare
Children
Education
Animal Welfare
Children
Education
Certifications:
Cpa
Pa State Board of Accountancy
The Institute of Internal Auditors Inc.
Certified Internal Auditor
Pa State Board of Accountancy
The Institute of Internal Auditors Inc.
Certified Internal Auditor
Financial Specialist
Industry:
Banking
Work:
Pnc
Financial Specialist
Financial Specialist
Center Administrator
Location:
Pittsburgh, PA
Industry:
Hospital & Health Care
Work:
Life Pittsburgh
Center Administrator Life Pittsburgh Apr 2014 - Apr 2015
Day Program Manager Lifespan Oct 2011 - Feb 2014
Chief Program Officer
Center Administrator Life Pittsburgh Apr 2014 - Apr 2015
Day Program Manager Lifespan Oct 2011 - Feb 2014
Chief Program Officer
Education:
Wheeling University 2011 - 2014
Master of Science, Masters, Leadership, Organizational Leadership Saint Francis University 1982 - 1986
Bachelors, Bachelor of Arts, Theological Studies, Theology
Master of Science, Masters, Leadership, Organizational Leadership Saint Francis University 1982 - 1986
Bachelors, Bachelor of Arts, Theological Studies, Theology
School Business Administrator
Location:
24 Timber Trail Dr, Greensburg, PA 15601
Industry:
Education Management
Work:
Pennsylvania Association of School Business Officials
since Sep 2012
School Business Administrator
School Business Administrator
Languages:
English
Business Manager
Location:
Pittsburgh, PA
Industry:
Government Administration
Work:
Ligonier Valley School District
Business Manager
Business Manager
James Marnell
Location:
Pittsburgh, PA