Top Financial Advisors in Greater Philadelphia Area
Ed Samuel
Career Coach, Career Direct and Personality I.D. Consultant, Recruiter and Founder
Greater Philadelphia Area
Career Coach, Career Direct and Personality I.D. Consultant, Recruiter and Founder
Senior Executive Career Coach
Crown Ministries Project Leader
Regional Recruiting Leader
Managing Partner
Recruit/Search Consultant
Management Consultant
Financial Advisor
CFO/VP of Finance and Administration
VP of Global Operations
Director of Global Customer Administration
General Manager
Director of Finance and Customer Operations
Wilmington University
Hesser College
Hillsborough High School
Recommendations: 55
Recruiting
Leadership
Human Resources
Interviews
Team Building
Business Development
Strategy
Sourcing
e****[email protected]
e****[email protected]
Jeff Lee
Director of Commercial Operations
Greater Philadelphia Area
Director of Commercial Operations
Director of Learning & Development
Licensed Financial Specialist
Financial Advisor
General Manager
Franchisee
University of Pennsylvania - The Wharton School
Recommendations: 43
Training
Coaching
Leadership
Sales
Time Management
Franchising
Strategy
Start-ups
j*****@certapro.com
Jim Caruso
Associate Director, Corporate & Executive Education
Greater Philadelphia Area
Associate Director, Corporate & Executive Education
Associate Director, Corporate and Executive Education
Adjunct Instructor
Instructional Designer
Senior Training Specialist
Senior Consultant
President & Board Member
Member & Board Member
Financial Advisor
Senior Consultant
Associate
Conference Chair
Project Manager
Marketing Intern (Product Management)
Marketing Intern
Senior Accountant
Auditor Intern
Accounting Intern (Internal Audit)
Teller
Salesperson
Columbia University - Columbia Business School
Drexel University
Villanova University
Archbishop Stepinac HS
St. Anthony's (Nepera Park)
Recommendations: 34
Leadership Development
Talent Management
Leadership
Organizational Development
Training
Change Management
Coaching
Strategic Planning
j****[email protected]
William J. Meagher, Jr. CIMA
Senior Vice President
Greater Philadelphia Area
Senior Vice President
Senior Vice President
Senior Vice President
Vice President
Vice President - Investments
Financial Advisor
Account Representative
The Wharton School of Business
University of the Sciences in Philadelphia
St John Neumann HS
Recommendations: 20
Wealth Management
Financial Advisory
Investment Management
CRM
Retirement Planning
Trust Services
Credit Analysis
Portfolio Management
w****[email protected]
Susan Fisher, CFP®
VP and Senior Trust Advisor
Greater Philadelphia Area
VP and Senior Trust Advisor
Secretary/Treasurer
VP and Senior Trust Officer and Executive Director of First Savings Charitable Foundation
Associate Director of Planned Giving
Charitable Trust Officer
Vice President and Senior Financial Advisor
Charitable Trust Officer
Volunteer Tax Preparer through VITA program
President
Financial Credit Analyst
American College
Planned Giving Certification
Chestnut Hill College
Houghton College
Recommendations: 19
Non-profits
Strategic Financial Planning
Budgets
Investment Management
Retirement
Public Speaking
Investments
Portfolio Management
s****[email protected]
Ken Landow
President
Greater Philadelphia Area
President
Business Development
Construction Sales
Senior Loan Officer
Financial Advisor
Financial Advisor
Compliance Officer
Financial Advisor
Operations
Soldier
Bloomsburg University of Pennsylvania
Recommendations: 14
Attraction Marketing
Leadership
Finance
Business Development
CRM
Investments
Strategic Financial Planning
Financial Services
k****[email protected]
Trinity Gray
Client Relationship Consultant
Greater Philadelphia Area
Client Relationship Consultant
Client Relationship Administrator
Financial Solutions Advisor
Financial Advisor, AVP
Financial Advisor
Financial Advisor & Rule 144 Specialist
Sponsored Professional Track and Field Athlete
Securities & Regulation Licenses
Brown University
Brown University
Recommendations: 12
Client Relationship Building
Financial Planning
Customer Relations
CRM
Asset Allocation
Strategic Financial Planning
Customer Service
Investments
t****[email protected]
Bill Lennon
Founder and Managing Partner
Greater Philadelphia Area
Founder and Managing Partner
Project Manager
salesforce.com Consultant
SaaS CRM
Director of Sales
Buy Side Research Analyst
VP
Financial Advisor
West Chester University of Pennsylvania
Recommendations: 10
Salesforce.com
Force.com
Web Services
QlikView
SaaS
Business Intelligence
Business Process...
Jigsaw
w****[email protected]
David Duffy
Vice President Wealth Management / Mid Atlantic Regional Senior Mortgage Banking Officer
Greater Philadelphia Area
Vice President Wealth Management / Mid Atlantic Regional Senior Mortgage Banking Officer
Sr. Mortgage Banker
Residential Loan Agent
Financial Advisor in training
Wholesale Account Executive
President / Owner
Sales Manager
Account Rep / Loan Officer
Widener University
Catawba College
Cherry Hill High School West
Recommendations: 8
Mortgage Lending
Business Development
Accounting
Selling Skills
Microsoft Excel
Outlook
Refinance
Strategic Planning
d****[email protected]
Kelley Tyrell
Vice President Retail Mortgage
Greater Philadelphia Area
Vice President Retail Mortgage
Divisional SVP
Financial Advisor
Financial Advisor
Financial Advisor
Financial Advisor
Regional Vice President
Regional Vice President
Regional Vice President
Saint Joseph's University
Bishop Kenrick
Recommendations: 8
Series 7
Mortgage Lending
Strategy
Business Development
Banking
Loans
Credit
Finance
k****[email protected]
Robert Lasher
Chief Credit Officer
Greater Philadelphia Area
Chief Credit Officer
Director/Senior Consultant
President & Chief Consultant - Business Owner
Vice President/Loan Workout Specialist
Loan Review Specialist
Vice President, Credit Risk Review
Vice President/Chief Credit Officer, Credit Administration
Personal Financial Advisor
Vice President and Group Manager
Vice President, Commercial Real Estate and Construction Lending
State University of New York College at Fredonia
BNY Mellon
Warren Area High School
Recommendations: 8
Risk Management
Credit Analysis
Commercial Banking
Financial Analysis
Finance
Small Business Lending
Credit Risk
Portfolio Management
r****[email protected]
Earl Miller, MBA
Director of Client Development
Greater Philadelphia Area
Director of Client Development
Vice President and Senior Relationship Manager
Vice President / Financial Advisor
Regional Implant Account Specialist
Outside Territory Manager
Delivery Services Manager
D'Amore-McKim School of Business at Northeastern University
Saint Leo University
Recommendations: 8
Wealth Management
Strategic Financial Planning
New Business Development
Position Management
Financial Services
Strategy
Trusts
Selling
e****[email protected]
Jeffrey Huss
Permanent Placement, IT
Greater Philadelphia Area
Permanent Placement, IT
Managing Director of Recruitment Services
AVP of Recruitment Services
Financial Advisor
La Salle University
York College of Pennsylvania
Recommendations: 7
Healthcare
Talent Management
Technical Recruiting
Management
Recruiting
Sourcing
Executive Search
Staffing Services
j*****@ghresources.com
a****[email protected]
Chris Horan
Senior Regional Director
Greater Philadelphia Area
Senior Regional Director
Regional Vice President for Eastern PA, NJ,NY ( NYC, LI & WestchesterCo)
SVP, External Wholesaler
Internal Wholesaler
Independent Financial Advisor
Registered Representative
Junior Underwriter/Claims Support
State University of New York College at Oneonta
Valhalla HS, NY
Recommendations: 6
Series 6
Series 63
Series 65
Series 7
Alternative Investments
Investments
Hedge Funds
Fixed Income
c****[email protected]
Erin Wedemeyer
Account Manager
Greater Philadelphia Area
Account Manager
Account Manager
Programs and Events Manager
Director of New Business Development
Personal Banker
General Manager
Financial Advisor
Supervisor
Northern Arizona University
Recommendations: 6
Market Research
Sales Support
Focus Groups
Market Planning
Promotions
Business Development
Event Planning
Event Management
e*****@feedbackstat.com
Michael Murphy
Assistant Regional Sales Manager
Greater Philadelphia Area
Assistant Regional Sales Manager
Senior Sales Representative
Financial Advisor of the Wealth Management Company
Financial Representative and College Unit Director
Customer Service/ Cash Management
Regional Sales Manager
Vice President
Rutgers University - Camden
Wilmington University
Recommendations: 6
PowerPoint
Excel
Word
m****[email protected]
Marc Coppotelli
Financial Advisor
Greater Philadelphia Area
Financial Advisor
PMD
PMD
Wholesaler
Vice President
Wittenberg University
Recommendations: 6
m****[email protected]
Wendy Dill, CRPC
VP, Local Market Strategist, Field Marketing, Wealth Management
Greater Philadelphia Area
VP, Local Market Strategist, Field Marketing, Wealth Management
Committee Member, Fundraising for Pediatric Wing
VP Retirement Product Marketing, IRA, Annuity, 529, Life Insurance, LTC
Founding Board Member
Financial Advisor
Assistant Director, Global Sponsorships, Global Marketing Group
Assistant Director, Brand Manager, Global Brand Strategy & Management, National Marketing
Product Development Manager
Accounting and Finance Manager
Accounting Analyst
Dartmouth College - The Tuck School of Business at Dartmouth
Penn State University
Penn State University
Recommendations: 6
Marketing
Wealth Management
Product Development
Banking
Fixed Annuities
IRAs
Financial Analysis
Strategic Planning
w****[email protected]
Denise L Reeve
Independent Sales and Marketing Consultant
Greater Philadelphia Area
Independent Sales and Marketing Consultant
Financial Advisor
Executive Sales Representative
Associate Research Scientist
Associate Research Scientist
Senior Lab Technician
Rutgers, The State University of New Jersey-Camden
Edgewood Regional
Recommendations: 6
Pharmaceutical Industry
Leadership
Quality Assurance
Product Development
Strategic Planning
Business Analysis
Sales
Marketing
d****[email protected]
Lisa Vincent
Vice President - Institutional Sales | Cash Management
Greater Philadelphia Area
Vice President - Institutional Sales | Cash Management
Sales Associate
Portfolio Analyst
Assistant Financial Advisor
Villanova University
University of Delaware - Lerner College of Business and Economics
Needham High School
Recommendations: 5
Investments
Mutual Funds
Sales Presentations
Client Relationship...
Global Cash Management
Sales Prospecting
Risk Management
Leadership
l****[email protected]
Nicole Riddle
Business Systems Analyst, HR & Payroll
Greater Philadelphia Area
Business Systems Analyst, HR & Payroll
Culture and Talent Systems Consultant
HR Operations Project Specialist
Contracted HRIS Project Manager
IT Project Manager
Lead Cultivation/Enrollment Specialist
Financial Advisor
Sales Tax Accountant
Accountant
Drexel University - LeBow College of Business
Recommendations: 5
Project Management
Management
Budgets
Microsoft Office
Process Improvement
Quality Assurance
Microsoft Excel
Customer Service
r****[email protected]
Darlene Courter
Early Education Coordinator
Greater Philadelphia Area
Early Education Coordinator
Pet Nutrition Consultant
Strategic Development Coordinator
Direct Sales Consultant
Cashier
Flexible Benefits Associate
Customer Service Representative
Financial Advisor
Purchasing Assistant
Bookkeepper in the Business Office and Continuing Education
Camden County College
Recommendations: 5
Public Speaking
Customer Service
Team Leadership
Microsoft Office
PowerPoint
Team Building
Organizational Development
Coaching
d****[email protected]
Amy Clayman
Shareholder
Greater Philadelphia Area
Shareholder
CFO Advisor
Financial Advisor | Analyst
CFO Advisor
Treasurer/Controller for JBA International System 21
Director of Accounting Operations
Operational Business Consultant (Formerly Margolis & Company)
Senior Auditor/CPA
Temple University
Recommendations: 5
Business Objects
Business Analysis
Predictive Modeling
Financial Fluency LLC - Certified QuickBooks ProAdvisor
Accounting
Business Intelligence
Finance
Business Planning
a****[email protected]
Teddy Pendergrass II
CEO, Wealth Advisory Consultant, Senior Tax Accountant
Greater Philadelphia Area
CEO, Wealth Advisory Consultant, Senior Tax Accountant
Financial Advisor, Vice President - Investments
Director of Investments and Wealth Planning for The Main Line Wealth Center
Financial Advisor
CEO
Financial Advisor
Financial Advisor
Registered Rep
West Chester University of Pennsylvania
Cheyney University of Pennsylvania
Deleware County Community Colledge
Recommendations: 4
Investments
International Tax
Income Tax
Tax Accounting
Part-Time CFO Services
Business Management
Global Investment Management
Institutional Investments
t****[email protected]
John Augustine
S.V.P. of Business Development
Greater Philadelphia Area
S.V.P. of Business Development
Regional Sales Director
Financial Advisor
Millersville University of Pennsylvania
Spring Ford High School
Recommendations: 4
Insurance
Employee Benefits
Health Insurance
Health Savings Accounts
Disability Insurance
Benefits Administration
Long-term Care
Healthcare
j****[email protected]
Kristina Squitieri
Financial Advisor / Director of Marketing and Investment Operations
Greater Philadelphia Area
Financial Advisor / Director of Marketing and Investment Operations
Senior Vice President Financial Advisor
Executive Financial Planning Assistant to Michael D Stepanski, CFP®, CLU®, ChFC®
Director of Operations
Marketing Coordinator
Recommendations: 4
Investments
Insurance
Strategic Financial Planning
Customer Service
Retirement Planning
Sales
Life Insurance
Retirement
s****[email protected]
Dan Shapiro
Sr. Director, Head of Sales Automated Guaranteed
Greater Philadelphia Area
Sr. Director, Head of Sales Automated Guaranteed
Vice President Sales
Regional Vice President Sales
Financial Advisor
Temple University
Recommendations: 4
Digital Media
Online Advertising
Start-ups
Ad Serving
Digital Strategy
Interactive Marketing
Digital Marketing
Sales Management
d****[email protected]
Rodrigo De Guzman
Director, Finance & Administration
Greater Philadelphia Area
Director, Finance & Administration
Budget Officer
Manager Financial Reporting
Financial Advisor
Finance Officer
VP & Controller
Accounting Manager
Ateneo Graduate School of Business
National College of Business & Arts
University of the Philippines
St. Paul College
Recommendations: 4
Internal Controls
Strategic Financial Planning
Budgets
Finance
Program Management
Financial Analysis
Risk Management
Sarbanes-Oxley Act
r****[email protected]
Todd Robinson
Business Development Manager - Strategic Accounts
Greater Philadelphia Area
Business Development Manager - Strategic Accounts
Director of Professional Service Organizations
Sales Executive, Legal Insights & Analytics
Business Law Sales Executive
Enterprise Product Account Manager (2009-2012) & Enterprise Account Manager (2007-2008)
Account Representative
Insurance & Financial Advisor
Golf Sales Representative & Service Manager
Ohio Northern University
Ohio Northern University
Recommendations: 4
Sales Process
Sales Presentations
Sales Effectiveness
Pipeline Development
Pipeline Management
Software Consulting
Consulting
Customer Service
t****[email protected]
Beth Leska
Senior Private Banker, Vice President
Greater Philadelphia Area
Senior Private Banker, Vice President
Financial Advisor and Assistant Vice President
Vice President
Wealth Advisor and Vice President
Commercial Lender and Assistant Vice President
Private Banking Professional and Assistant Vice President
Private Banking Relationship Manager
Military Police
Rutgers School of Health Related Professions
West Chester University of Pennsylvania
Wall High School
The American College of Financial Services
Recommendations: 3
Entrepreneurship
Wealth
Insurance
Financial Advisory
Banking
Relationship Management
Credit
Loans
b****[email protected]
Sean M. Sexton, CFP
Regional Director
Greater Philadelphia Area
Regional Director
Owner & Artist
Board Member
Associate Partner
Financial Advisor
Vice President Life Insurance Sales
Life Insurance Agent
Rider University
The American College
Recommendations: 3
Disability Insurance
Insurance
Sales
Fixed Annuities
Sales Management
Life Insurance
New Business Development
Strategic Financial Planning
s****[email protected]
Grant R. Raskin
Partner / Financial Advisor
Greater Philadelphia Area
Partner / Financial Advisor
Founding Partner / Financial Advisor
Financial Advisor
Financial Advisor
Loan Officer
Art Institute of Philadelphia
Recommendations: 3
Series 7
Retirement Planning
Investments
IRAs
Credit
Series 63
Financial Advisory
Mutual Funds
g****[email protected]
Troy Fleming
President
Greater Philadelphia Area
President
Account Executive
Registered Representative
Annuity Team Leader
Channel Manager
Wire/Regional Team Leader
Internal Sales Consultant
Investment Consultant
Financial Advisor
La Salle University
The American College
Recommendations: 3
Annuity
Retirement Planning
Series 7
Insurance
Long Term Care
Fixed Annuities
Life Insurance
Sales
f****[email protected]
Andre C McCoy
Private Client Services /Project Manager/Member
Greater Philadelphia Area
Private Client Services /Project Manager/Member
Chief Operating Officer
Member
MAJOR
Business Development
Consultant-Financial Advisor
Financial Advisor
President
Territory Manager
Data Network Account Executive
Account Executive
Marketing Consultant in Lviv, Ukraine
Corporal
Temple University - Fox School of Business and Management
International Management Center; Budapest, Hungary
Bloomsburg University of Pennsylvania
Edinburgh College (Jewel and Esk Valley); Edinburgh, Scotland
Gallaudet University
Recommendations: 3
Business Development
Management
Marketing
Government
Strategic Planning
Policy
Leadership
Program Management
a****[email protected]
Chris Bellis
Assistant Team Leader
Greater Philadelphia Area
Assistant Team Leader
Fulfillment Agent
Direct Sales Agent
Corporate Travel Consultant – Online Technical Support
Travel Manager
Vacation Expert & Travel Consultant
Account Executive
Financial Advisor
Production, Design Editor, Weekly Pennsylvanian Editor-in-Chief
University of Pennsylvania
Hopkins School
Amity Junior High School
Recommendations: 3
APEX
DMS
Siebel
Microsoft Office
Adobe Creative Suite
QuarkXPress
Salesforce.com
Jigsaw
c****[email protected]
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
s****[email protected]
Don DeLash
Financial Advisor
Greater Philadelphia Area
Financial Advisor
VP Sales
Vice President, Sales
Director of Sales
Vice President Sales
Vice President Sales
Vice President, Sales
Director of Sales
University of Maryland
La Salle University
Recommendations: 3
Sales Process
Contract Negotiation
New Business Development
Strategy
Sales Management
Sales
Supply Chain
Business Alliances
d****[email protected]
Amy (Renzi) Johnston, CRPC
Senior Account Manager
Greater Philadelphia Area
Senior Account Manager
Consultant, Marketing Management
Sr. Marketing Communications Consultant, Advanced Markets
RVP External Advanced Annuity Sales Manager, National Territory
Sr. Market Research Analyst
Advanced Sales Consultant
Financial Specialist
Financial Advisor
Retirement Associate
Washington and Jefferson College
Life Coach Training
Recommendations: 3
Series 6
Series 63
Series 65
Annuities
Mutual Funds
Insurance
Retirement Income Strategies
Training Delivery
a****[email protected]
Wendy DiCicco
President & COO
Greater Philadelphia Area
President & COO
COO & CFO
Board Member
Financial Advisor
Board Member
Philadelphia University
University of Maryland College Park
The Catholic University of America
Recommendations: 2
Board Leadership
Financial Management
Audit Committee
IPO
SEC reporting
Medical Devices
CRO
Executive Management
w****[email protected]
Eugene Kuntorovsky
Financial Advisor
Greater Philadelphia Area
Financial Advisor
Rutgers University-New Brunswick
jp stevens
Recommendations: 2
Strategic Financial Planning
Wealth Management
Disability Insurance
Life Insurance
Investments
Long-term Care
Retirement
Portfolio Management
e****[email protected]
e****[email protected]
Ryan Lazzeri
Municipal Bond Trader
Greater Philadelphia Area
Municipal Bond Trader
Senior Municipal Bond Trader
Research Assistant, High Yield Credit
Equity Research Analyst
Fixed Income
Pension Analyst
Financial Advisor
Intern
University of Notre Dame - Mendoza College of Business
University of Pennsylvania - The Wharton School
Salesianum School
Recommendations: 2
Portfolio Management
Fixed Income
Bloomberg
Valuation
Risk Management
French
Financial Risk
Equities
l****[email protected]
JohnPaul Bradley
Financial Advisor
Greater Philadelphia Area
Financial Advisor
Entrepreneur
Premier Relationship Manager / Private Bank and Wealth Management
Financial Advisor
Licensed Financial Sales Consultant
Senior Associate
Operations Asst. (intern)
Lock Haven University of Pennsylvania
Recommendations: 2
Asset Allocation
Retirement
Series 63
Investments
Series 7
Wealth Management
Portfolio Management
Retirement Planning
j****[email protected]
Rich Kahmer
Owner
Greater Philadelphia Area
Owner
Agency Owner
Financial Advisor
Hardware Tech
Millersville University of Pennsylvania
Penncrest High School
Recommendations: 2
Insurance
Retirement Plans
Financial Planning
Motorcycle
Boat
Home
Long-term Care
Retirement
r****[email protected]
r****[email protected]
Mckenzie Frankel
Principal
Greater Philadelphia Area
Principal
Registered CSA
Financial Advisor
The American College
Chestnut Hill College
Indiana University of Pennsylvania
Recommendations: 2
Wealth Management Services
Wealth Management
Strategic Financial Planning
Planning for Charitable Giving
Asset Allocation
Investments
Portfolio Management
Retirement Planning
m****[email protected]
Patricia Brunson
Regional Sales Manager
Greater Philadelphia Area
Regional Sales Manager
Director - National Accounts
Consultant
Vice President - Finance
Financial Advisor
Financial Advisor
Business Advisor
Pace University
The University of Texas at El Paso
Recommendations: 1
Strategic Planning
Merchandising
Social Media
Retail
Fashion
Marketing Strategy
Sales Management
Management
p****[email protected]
Michael Haas
Branch Manager
Greater Philadelphia Area
Branch Manager
Investment Consultant
Financial Advisor
DIrector of Investments
Director of Floor Operations/Market Maker Options/Derivatives
F&B Manager
College for Financial Planning
The American College
Saint Joseph's University - Erivan K. Haub School of Business
Marple Newtown Sr. High
Recommendations: 1
Portfolio Management
Investments
Series 7
Uniform Combined State Law
Mutual Funds
Series 63
Asset Allocation
Retirement Planning
m****[email protected]
Kevin Becker
Recruiting Manager
Greater Philadelphia Area
Recruiting Manager
Recruiting Manager
Business Development Manager
CEO
Assistant Branch Manager/AVP
Lead Recruiter
District Manager/AVP
Branch Manager/AVP/Senior Financial Advisor
Financial Advisor
Lance Corporal
admin
admin
Penn State University
Cardinal Dougherty
Recommendations: 1
Recruiting
Negotiation
Sales
Finance
Business Planning
Marketing Strategy
Leadership
Strategic Planning
k****[email protected]
Michael Brent
Financial Advisor
Greater Philadelphia Area
Financial Advisor
Financial Advisor
Managing Principal
Marketplace Director
Exective Director, Sales
Business Development Manager
President
Manager, Marketing Operations
Manager, International Marketing
Branch Manager
Manager, Marketing Programs
American University
London Business School
Recommendations: 1
m****[email protected]
James M. Staines
Senior Digital Marketing Coordinator
Greater Philadelphia Area
Senior Digital Marketing Coordinator
Assistant Manager (Security)
Email Marketing Project Lead
Web Content Administrator
Assistant Manager
Financial Advisor
Sales representative
Sales representative
King's College
Archbishop Ryan
Recommendations: 1
Photoshop
Dreamweaver
Flash
Access
PowerPoint
Adobe Acrobat
Microsoft Office
HTML
j****[email protected]
Jim Ternyila
Global IT Graduate Associate - Global Technology Leadership Development Program
Greater Philadelphia Area
Global IT Graduate Associate - Global Technology Leadership Development Program
Project Lead Business Analyst
Business Process Analyst
Associate Project Manager
Project Analyst
Financial Advisor Internship
University of Virginia
Towson University
Recommendations: 1
Project Management
CAPM
Accountable Care Organizations
Business Analysis
Requirements Analysis
Business Intelligence
SDLC
Process Improvement
j****[email protected]
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
p****[email protected]
Robert J Falcon, MBA, CPA
Financial Advisor
Greater Philadelphia Area
Financial Advisor
President
Associate Director, Forecasting & Competitive Intelligence
Sr. Director, Business Management, Oncology
Director/Assoc. Director, Global Forecasting
Financial Manager, Business Development
Manager - Financial Advisory Services
Assistant to CFO/GM
Manager, Tax Planning, Coopers & Lybrand
Tax Supervisor
Tax Consultant/Associate
Financial Trainee
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
Villanova University
Recommendations: 1
Personal Financial Planning
Personal Tax Planning
Personal Finance
Financial Services
Financial Analysis
Financial Planning
Portfolio Management
Retirement Planning
b****[email protected]
J.P. Weber
Residential Mortgage Lender
Greater Philadelphia Area
Residential Mortgage Lender
Financial Advisor
Penn State University
Recommendations: 1
j****[email protected]
Dave Wolfgang, CRPS®, CRPC®
Specialist, Financial Analysis
Greater Philadelphia Area
Specialist, Financial Analysis
Retirement Consultant
Financial Advisor, Chartered Retirement Plans Specialist
Sales Associate
Temple University
Recommendations: 1
Retirement Planning
Training
Strategic Financial Planning
Series 7
Mutual Funds
401k
Retirement
Fixed Annuities
d****[email protected]
Joe Troilo
Professional Athlete
Greater Philadelphia Area
Professional Athlete
Sales Leader
Financial Advisor
Old Dominion University
Kennett High School
Recommendations: 1
Account Management
Sales Management
Lead Generation
Sales
Sales Presentations
Business Development
Cold Calling
Sales Process
Anthony Briddell
Financial Advisor
Greater Philadelphia Area
Financial Advisor
Rutgers University – Camden
Rowan College at Gloucester County
Washington Township High School
Recommendations: 0
Leadership
Finance
Investments
Entrepreneurship
Financial Services
Financial Analysis
Retirement
Insurance
b****[email protected]
a****[email protected]
Christopher Slowey
Financial Advisor
Greater Philadelphia Area
Financial Advisor
Fairfield University
Recommendations: 0
Series 7
Hedge Funds
Alternative Investments
Asset Allocation
Mutual Funds
c****[email protected]
Ryan Leib, CFP®
Financial Advisor
Greater Philadelphia Area
Financial Advisor
Vice President
Financial Advisor
University of Maryland College Park
Recommendations: 0
r****[email protected]
Troy Hottenstein, CFA, CFP®
Financial Advisor
Greater Philadelphia Area
Financial Advisor
Executive Director, Private Banking, Investments
Senior Investment Advisor
Equity Arbitrage
US Equity Arbitrage
Analyst
Princeton University
Souderton area high school
Recommendations: 0
h****[email protected]
John L. Ranft, CIMA, MBA
Financial Advisor
Greater Philadelphia Area
Financial Advisor
Sr. Vice President - Director of Sales and Marketing; Regional Consultant
Vice President - Regional Wealth Consultant
Vice President - Portfolio Director
First Vice President, Regional Consulting Representative
Vice President - Product Manager
Vice President and Managing Director
Assistant Vice President
Staff Accountant
University of California, Berkeley
San Francisco State University
Recommendations: 0
Investments
Retirement Planning
Mutual Funds
Sales Management
Sales
Finance
New Business Development
j****[email protected]
Adam A. Geffner
Financial Advisor
Greater Philadelphia Area
Financial Advisor
Registered Salesperson
Temple University - Fox School of Business and Management
Syracuse University - Martin J. Whitman School of Management
Recommendations: 0
a****[email protected]
Daniel Lex
Senior Financial Advisor
Greater Philadelphia Area
Senior Financial Advisor
Financial Advisor
DeVry University Phoenix
Archmere Acadamy
Recommendations: 0
Retirement Planning
Wealth Accumulation
529 Plans
Wealth Preservation Strategies
Retirement
Retirement Income Strategies
Long Term Care
Term Life Insurance
d****[email protected]
John Ventura
Associate Relationship Manager, Assistant Vice President
Greater Philadelphia Area
Associate Relationship Manager, Assistant Vice President
Senior Relationship Manager, Assistant Vice President
Registered Personal Banker
Financial Advisor
Financial Consultant
Penn State University
Recommendations: 0
j****[email protected]
Denise Meinster
Sales Executive
Greater Philadelphia Area
Sales Executive
Owner
Financial Advisor
The College of New Jersey
Recommendations: 0
Retirement Planning
Life Insurance
Estate Planning
Insurance Brokerage
Charitable Gift Annuities
Indexed Annuities
Buy-Sell
Irrevocable Life Insurance Trusts
a****[email protected]
Scott M. Boyd
Financial Advisor
Greater Philadelphia Area
Financial Advisor
Financial Advisor
Investment Specialist
Financial Advisor
FOREX Relationship Manager
Financial Advisor
Supervisor, Product Specialist
Rutgers University-New Brunswick
Recommendations: 0
Investments
Mutual Funds
Finance
Retirement Planning
Financial Services
Financial Planning
Retirement
Estate Planning
s****[email protected]
Adam Murray
Vice President, Wealth Management; Portfolio Manager & Financial Advisor
Greater Philadelphia Area
Vice President, Wealth Management; Portfolio Manager & Financial Advisor
Associate
Senior Analyst - Financial Sponsors Group
Analyst - Strategic Advisory Group
Duke University
The Episcopal Academy
Recommendations: 0
a****[email protected]
Joshua Anderson, AIF
Financial Advisor
Greater Philadelphia Area
Financial Advisor
Financial Advisor
Carnegie Mellon University
Carnegie Mellon University
Holy Ghost Preparatory School
Recommendations: 0
j****[email protected]
n****[email protected]
Alison DiGiulio, MBA
AVP, Financial Solutions Advisor
Greater Philadelphia Area
AVP, Financial Solutions Advisor
AIS, Investor Relations Representative
Financial Advisor Associate
Financial Professional Associate
Rowan University
Rowan University
Recommendations: 0
General Ledger
Account Reconciliation
Accounting
QuickBooks
Financial Analysis
Insurance
Outlook
Analysis
a****[email protected]
Daniel Cassidy
Consultant
Greater Philadelphia Area
Consultant
Young Board Member
Financial Advisor
Financial Advisor
West Chester University of Pennsylvania
Wissahickon High Scool
Recommendations: 0
d****[email protected]
Tom Cannataro
Head of Internal Sales - Director
Greater Philadelphia Area
Head of Internal Sales - Director
President
Financial Sales Wholesaler - Assistant Vice President
Financial Advisor
University of Delaware
Recommendations: 0
Certified Investment Management Analyst (CIMA®), Wharton Business School, 2003
Certified Financial Planner (CFP®), The American College, 2002
Accredited Retirement Plan Consultant (ARPC), SPARK, 2007
Series 7 – General Securities, NYSE/NASD, Registered Representative 1997
Series 24 – General Securities Principal, 2007
Series 31 – Futures Managed Funds, 1998
Series 63 – Uniform Securities, Agent State Law, 1997
Series 65 – Uniform Investment Advisor, 1998
t****[email protected]
t****[email protected]
James DeMarco, Jr.
Financial Advisor
Greater Philadelphia Area
Financial Advisor
FAA
Sales
Attorney
Of Counsel
Trial Attorney
Villanova University School of Law
Bucknell University
St. Joseph's Preparatory School
St. Peters
St. Peters
Recommendations: 0
j****[email protected]
Sean Thompson
Financial Advisor
Greater Philadelphia Area
Financial Advisor
University of Miami
Sterling High School
Recommendations: 0
s****[email protected]
George McReynolds, CFP®, RFC®
Financial Advisor and Chief Tax Strategist
Greater Philadelphia Area
Financial Advisor and Chief Tax Strategist
Registered Principal
VP -Lending
Financial Advisor
Financial Advisor
Senior Loan Officer
Recommendations: 0
g****[email protected]
Ross Rutman
Internal Investment Consultant
Greater Philadelphia Area
Internal Investment Consultant
Financial Advisor
Intern
Intern
University of Hartford
Upper Dublin High School
Recommendations: 0
Investments
Retirement
Investment Strategies
Mutual Funds
Portfolio Management
Financial Advisory
Retirement Planning
Financial Services
r****[email protected]
Andy Wilke
Partner
Greater Philadelphia Area
Partner
Financial Advisor
Senior Trader
Bucknell University
Bucknell University
Recommendations: 0
Executive Search
Recruiting
Sales
New Business Development
Business Strategy
International Sales
International Business
Global Strategy
a****[email protected]
Kyle Myers
Principal Chief Executive Officer
Greater Philadelphia Area
Principal Chief Executive Officer
Partner - Director, Business Development & Sr. Product Specialist
Sr. Vice President Business Development
Financial Advisor
Account Officer
General Manager
Temple University - Fox School of Business and Management
Philadelphia College of Osteopathic Medicine
Cairn University
Recommendations: 0
k****[email protected]
k****[email protected]
Stephanie B. Wade
Financial Advisor and Employee Benefit Specialist
Greater Philadelphia Area
Financial Advisor and Employee Benefit Specialist
Registered Representative
Insurance Agent
Widener University
Recommendations: 0
Employee Benefits
401k
Life Insurance
Mutual Funds
Fixed Annuities
Retirement
Health Insurance
Strategic Planning
w****[email protected]
Adam V Puff
President | Financial Advisor | Wealth Manager
Greater Philadelphia Area
President | Financial Advisor | Wealth Manager
Financial Advisor
Financial Consultant
Intern
The American College
Bucknell University
haddonfield memorial
Recommendations: 0
Retirement Planning
Portfolio Management
Estate Planning
Financial Analysis
Investments
Wealth Management
Securities
Economics
a*****@puffwealth.com
Andrew Oladipo
Regional Vice President
Greater Philadelphia Area
Regional Vice President
Internal Wholesaler, Assistant Vice President
Financial Advisor
The University of Connecticut School of Business
Colgate University
Recommendations: 0
Mutual Funds
Series 7
Series 63
Fixed Annuities
Series 24
Finance
Retirement
Investments
a****[email protected]
John Cwikla, CIMA
Sales Executive
Greater Philadelphia Area
Sales Executive
Sales Manager
Internal Sales Executive
Financial Advisor
Financial Advisor
CPA, Senior Accountant
CPA, Staff Accountant
Staff Accountant
Pennsylvania State University-Great Valley Graduate Center
Temple University
Recommendations: 0
Series 63
Series 7
Mutual Funds
ETFs
Asset Allocation
Investments
Series 6
401k
j****[email protected]
Daniel Gambino
Vice President of Investor Relations/Director of Business Development
Greater Philadelphia Area
Vice President of Investor Relations/Director of Business Development
Sr. Vice President of business DEVELOPMENT
Board Of Directors
Portfolio Management Analyst
financial advisor
Financial Advisor
Pratt Institute
BISHOP FORD/XAVARIAN
Recommendations: 0
Series 7
Equities
Wealth Management
Asset Management
Series 63
Portfolio Management
Fixed Income
Strategic Financial Planning
w****[email protected]
w****[email protected]
Thomas H. Watkins
Financial Advisor
Greater Philadelphia Area
Financial Advisor
Duke University
La Salle University
Recommendations: 0
Wealth Management
Investment Advisory
403(b)
457 Plans
Asset Allocation
t****[email protected]
Bob Lankin
Branch Manager | Certified Financial Planner| TM/ Financial Advisor
Greater Philadelphia Area
Branch Manager | Certified Financial Planner| TM/ Financial Advisor
President
Past Master
Member of the Board of Directors
District Governor 2005-06
Assistant Vice President-Investments | Financial Advisor | Certified Financial Planner ®
President
National Institute for Certified Estate Planning
College for Financial Planning
University of Baltimore
Temple University
Temple University
Northeast High
Recommendations: 0
Attorney
Financial Advising
Securities Sales Supervisor
Certified Financial Planner ®
Certified Estate Planner ®
Financial Advisory
Strategic Financial Planning
Mutual Funds
b****[email protected]
Thomas Lindia
Financial Advisor
Greater Philadelphia Area
Financial Advisor
Financial Advisor/ First Vice President
Financial Advisor/Vice President
Regional Marketing Director
University of Delaware
Recommendations: 0
t****[email protected]
Cindy (Neskie) Rota, SPHR
Chief of Staff
Greater Philadelphia Area
Chief of Staff
Financial Advisor Services - Project Evolution Team
Internal Audit Training & Development Project Lead
HR Risk Management Program Lead
Project Lead/Leadership Consultant
Senior Corporate Trainer, Vanguard University
Senior Recruiter- Human Resources
Retirement Resource Center Team Leader
Senior Associate, Business Account Services
Senior Associate, Investment Advisor Services
Communication Associate, Individual Exception Processing
Immaculata University
Villanova University
Coach University
Coach University
Temple University
Recommendations: 0
Human Resources
Performance Consulting
Onboarding
Talent Management
Employee Engagement
Talent Acquisition
Performance Management
Leadership Development
c****[email protected]
John Lockette
Regional Training Officer - Mid-Atlantic
Greater Philadelphia Area
Regional Training Officer - Mid-Atlantic
President
Regional Planning Specialist
Financial Advisor
Financial Advisor
Hampshire College
Princeton Day School
Recommendations: 0
j****[email protected]
Seth Bittner
Senior Financial Advisor
Greater Philadelphia Area
Senior Financial Advisor
Financial Representative
Bachelors
Recommendations: 0
Disability Insurance
Estate Planning
Mutual Funds
Investments
Wealth Management
Series 63
Series 7
Fixed Annuities
s****[email protected]
Joe Staples
Financial Advisor
Greater Philadelphia Area
Financial Advisor
Financial Advisor
Senior Strategic Account Manager
Business Development Manager
Assistant Manager
Temple University - Fox School of Business and Management
Lansdale Catholic
Recommendations: 0
Cold Calling
Business Relationship...
Time Management
CRM
Selling
Credit Risk
Negotiation
Sales Operations
j****[email protected]
Julie (McNulty) Wielehowski, CFP®, ChFC
Principal & Financial Advisor
Greater Philadelphia Area
Principal & Financial Advisor
Finance Manager- Global Product Management
Financial Planning & Analysis Manager, Global Income Statement and HQ Ops
Finance Manager
Corporate Audit Staff
Financial Management Program
The American College
University of Massachusetts, Amherst
Recommendations: 0
Investment Management
Retirement Planning
Wealth Management
Estate Planning
Insurance
Tax
Investments
Cash Flow
j*****@compass-financial.com
Ron Mentel
Financial Advisor
Greater Philadelphia Area
Financial Advisor
Account Executive
Associate
Analyst
Retirement Plan Consultant
Temple University - Fox School of Business and Management
Temple University - Rome
Recommendations: 0
PowerPoint
Microsoft Word
Microsoft Excel
Adobe
Bilingual
Online Advertising
Small Business Online Marketing
Public Relations
t****[email protected]
Jessica Dahill
Regional Director
Greater Philadelphia Area
Regional Director
Financial Advisor
Financial Advisor
Financial Specialist
Senior Vice President, Sr.Regional Marketing Director
State University of New York College at Cortland
Universitat Tuebingen, Germany
Pine Manor College
Recommendations: 0
Public speaking
Business Relationship Management
Marketing Management
Financial Education
Client Acquisition
Client Development
Mutual Funds
Investment Management
j****[email protected]
RJ Rittereiser
Vice President, Business Development
Greater Philadelphia Area
Vice President, Business Development
Manager
Director of Business Development, Eastern Region
Director of National Sales & Key Account Management
Branch Manager
Management Training Advisor
Financial Advisor
Providence College
Recommendations: 0
FINRA
Talent Acquisition
Sales Leadership Training
Manage Client Relationships
Alternative Investments
Strategic Financial Planning
Series 7
Insurance
r*****@rittereiser.com
Christine Balon
Owner
Greater Philadelphia Area
Owner
Licensed Financial Advisor
Goldey Beacom College
Recommendations: 0
Entrepreneurship
Start-ups
Business Strategy
Investments
Small Business
Management Consulting
Marketing Strategy
New Business Development
c****[email protected]
David Sacker, CFP®, ChFC®, CLU®
Financial Advisor
Greater Philadelphia Area
Financial Advisor
Assistant Director of Annual Giving
Swarthmore College
Recommendations: 0
d****[email protected]
Timothy Adams, CIMA®
Branch Manager
Greater Philadelphia Area
Branch Manager
Vice President-Wealth Management
Financial Advisor
Executive Vice President
Family Service Specialist I
University of Pennsylvania - The Wharton School
Rutgers, The State University of New Jersey-Camden
St Augustine Prep
Recommendations: 0
m****[email protected]
Kevin Fox
Principal
Greater Philadelphia Area
Principal
Financial Advisor
Saint Joseph's University
Loyola University Maryland
Recommendations: 0
Insurance
Risk Management
Workers Compensation
Employee Benefits
Health Insurance
Series 7
Retirement Planning
Series 63
k****[email protected]
David Massey
Financial Advisor
Greater Philadelphia Area
Financial Advisor
Rutgers, The State University of New Jersey-Camden
Temple University
Recommendations: 0
d****[email protected]
Vincent Hill, Sr. CFP®
Complex Manager
Greater Philadelphia Area
Complex Manager
Managing Principal
Branch Manager
Assistant Branch Manager
Financial Advisor
Financial Advisor
University of West Florida
Recommendations: 0
Mutual Funds
Management
Finance
Retirement Planning
Investments
Financial Services
Securities
Financial Advisory
h****[email protected]
Daniel CFP®
Client Relations Associate
Greater Philadelphia Area
Client Relations Associate
Financial Advisor Manager - Personal Advisor Services
Supervisor - Voyager Select Services
Assigned Representative - Flagship Services
Credit Manager
UHNW Support and Operations Senior Manager
Support and Operations Manager
Project Manager
Bloomsburg University of Pennsylvania
Recommendations: 0
c****[email protected]
Allison Lindemann
VP, Portfolio Manager
Greater Philadelphia Area
VP, Portfolio Manager
VP, Prepaid Product Manager
VP, Product Manager for Citi Prepaid Services
VP, Product Manager for Global Payments
Financial Advisor
AVP, Market Manager
Banking Officer
Temple University - Fox School of Business and Management
University of Florida
Recommendations: 0
Banking
Payments
Financial Services
Retail Banking
Financial Risk
Business Development
Private Banking
Cash Management
a****[email protected]
