1847 Financial
Description
Address: 161 Washington St, Conshohocken, PA 19428 Phone: (610) 771-0800: Website: : : Category: : : Hours: Place name: : Website: http://www.1847financial.com/ Category: Financial consultant Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo.Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of 1847Financial - Conshohocken Posting publicly on the Web Write a review Reviews Be the first to review
1847 Financial List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at 1847 Financial. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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1847 Financial Employees
Employee
Years
Job
Industry
Jennifer Schaefer MBA, CFS, REBC, RHU, CLU, CHFC Jennifer Schaefer MBA, CFS, REBC, RHU, CLU, CHFC's 1847 Financial Experience September 1993 - Present
Job Employee Benefits Specialist at 1847 Financial | Group Health Insurance | Health Insurance | Group Benefit Designs
Industry Insurance
Experience
1847 Financial September 1993 - Present
Skills
Employee Benefits, Health Insurance, Disability Insurance, Insurance, Customer Service, Management, Health Savings Accounts, Human Resources, Term Life Insurance, Long-term Care, Marketing, Workers Compensation, Underwriting, Group Insurance, Health Care Reform, COBRA, Small Business, Benefits Administration, Retirement, Critical Illness, Accident, Claim, Leadership, Financial Services, Defined Benefit, ERISA, Property & Casualty..., Fixed Annuities, General Insurance, Commercial Lines, Payroll, HRIS, Medicare, Retirement Planning, Flexible Spending..., Commercial Insurance, Group Medical, Group Life, Voluntary Employee..., Deferred Compensation, Healthcare, Employee Benefits Design, Ancillary Benefits, Group Benefit Plans, MBA, CLU, RHU, Online Enrollment
Education
Villanova University
Bachelor of Science (B.S.), Accounting and Finance
St. Joseph's University
Master of Business Administration (MBA), Finance and Financial Management Services
The American College
Chartered Life Underwriter, Insurance
The American College
Registered Employee Benefits Consultant, Employee Benefits
The American College
Registed Health Underwriter, Health Insurance
The American College
Chartered Financial Consultant, Insurance
1847 Financial September 1993 - Present
Skills
Employee Benefits, Health Insurance, Disability Insurance, Insurance, Customer Service, Management, Health Savings Accounts, Human Resources, Term Life Insurance, Long-term Care, Marketing, Workers Compensation, Underwriting, Group Insurance, Health Care Reform, COBRA, Small Business, Benefits Administration, Retirement, Critical Illness, Accident, Claim, Leadership, Financial Services, Defined Benefit, ERISA, Property & Casualty..., Fixed Annuities, General Insurance, Commercial Lines, Payroll, HRIS, Medicare, Retirement Planning, Flexible Spending..., Commercial Insurance, Group Medical, Group Life, Voluntary Employee..., Deferred Compensation, Healthcare, Employee Benefits Design, Ancillary Benefits, Group Benefit Plans, MBA, CLU, RHU, Online Enrollment
Education
Villanova University
Bachelor of Science (B.S.), Accounting and Finance
St. Joseph's University
Master of Business Administration (MBA), Finance and Financial Management Services
The American College
Chartered Life Underwriter, Insurance
The American College
Registered Employee Benefits Consultant, Employee Benefits
The American College
Registed Health Underwriter, Health Insurance
The American College
Chartered Financial Consultant, Insurance
Staci Jaffe Tosi Staci Jaffe Tosi's 1847 Financial Experience September 2013 - Present
Job Advisor helping individuals and small business owners to develop health, retirement, & financial plans at 1847 Financial
Industry Insurance
Experience
1847 Financial September 2013 - Present
Aetna February 2000 - Present
PWBN 2013 - 2014
The Main Line Chamber of Commerce 2013 - 2013
Aetna February 2000 - January 2009
Skills
Health Insurance, Medicare, Provider Relations, Brokers, Insurance, Medicare Part D, HMO, Sales Operations, Sales Management, Health Savings Accounts, Direct Sales, PPO, Salesforce.com, Marketing Strategy, Dentistry, Leadership, Disability Insurance, Market Planning, Retirement Planning, Sales, Account Management, Customer Service, Long-term Care, Dental, Customer Relations, Medicare Supplements, Employee Benefits, Managed Care, Long Term Care Insurance, Whole Life, Health Policy, Fixed Annuities, Self-funded, Management, Underwriting, Health Care Reform, Sales Presentations, Healthcare Industry, Customer Retention, Flexible Spending..., Life Insurance, Term Life Insurance, Group Insurance, HIPAA, Group Medical, COBRA, Retirement Plan..., Annuity Sales, Longevity, Final Expense Planning
Education
Florida Atlantic University 1996 — 1999
Bachelor in Health Sciences, Health Administration
1847 Financial September 2013 - Present
Aetna February 2000 - Present
PWBN 2013 - 2014
The Main Line Chamber of Commerce 2013 - 2013
Aetna February 2000 - January 2009
Skills
Health Insurance, Medicare, Provider Relations, Brokers, Insurance, Medicare Part D, HMO, Sales Operations, Sales Management, Health Savings Accounts, Direct Sales, PPO, Salesforce.com, Marketing Strategy, Dentistry, Leadership, Disability Insurance, Market Planning, Retirement Planning, Sales, Account Management, Customer Service, Long-term Care, Dental, Customer Relations, Medicare Supplements, Employee Benefits, Managed Care, Long Term Care Insurance, Whole Life, Health Policy, Fixed Annuities, Self-funded, Management, Underwriting, Health Care Reform, Sales Presentations, Healthcare Industry, Customer Retention, Flexible Spending..., Life Insurance, Term Life Insurance, Group Insurance, HIPAA, Group Medical, COBRA, Retirement Plan..., Annuity Sales, Longevity, Final Expense Planning
Education
Florida Atlantic University 1996 — 1999
Bachelor in Health Sciences, Health Administration
Cynthia Tedder's 1847 Financial Experience March 2001 - January 2007
Job Administrative "JackOfAllTrades" Rock Star
Industry Telecommunications
Experience
Krafty Kitchens January 2015 - Present
MetroPCS/T-Mobile October 2009 - Present
Century 21 Alliance September 2012 - August 2014
BruceClarkRE.com March 2013 - January 2014
Tetra Tech EC, Inc June 2008 - April 2009
PRA International April 2006 - June 2008
1847 Financial March 2001 - January 2007
Skills
Time Management, Process Scheduler, Event Planning, PowerPoint, Outlook, Leadership, Microsoft Word, Microsoft Office, Calendars, Spreadsheets, Marketing, Microsoft Excel, Salesforce.com, Telecommunications, Administrative..., Sales, Microsoft Publisher, Proposal Writing, Management, Collateral Management, Database Administration, Graphic Design, Print Management, Research, Vendor Relationships, Account Reconciliation, Adobe Creative Suite, Blogger, Clinical Research, Competitive Analysis, Concur, Cornerstone, Creative Writing, CTMS, Data Analysis, Database Design, Employee Training, Entrepreneurship, Kronos Timekeeping, Logistics, Midas, Proofreading, Resume Writing, Supply Chain Management, Trend, Web Design, Workday
Education
Computer Learning Center 1999 — 2000
Certificate, Network Technology
Community College of Philadelphia 1995 — 1998
Associate of Arts (A.A.), Liberal Arts and Sciences, General Studies and Humanities
Krafty Kitchens January 2015 - Present
MetroPCS/T-Mobile October 2009 - Present
Century 21 Alliance September 2012 - August 2014
BruceClarkRE.com March 2013 - January 2014
Tetra Tech EC, Inc June 2008 - April 2009
PRA International April 2006 - June 2008
1847 Financial March 2001 - January 2007
Skills
Time Management, Process Scheduler, Event Planning, PowerPoint, Outlook, Leadership, Microsoft Word, Microsoft Office, Calendars, Spreadsheets, Marketing, Microsoft Excel, Salesforce.com, Telecommunications, Administrative..., Sales, Microsoft Publisher, Proposal Writing, Management, Collateral Management, Database Administration, Graphic Design, Print Management, Research, Vendor Relationships, Account Reconciliation, Adobe Creative Suite, Blogger, Clinical Research, Competitive Analysis, Concur, Cornerstone, Creative Writing, CTMS, Data Analysis, Database Design, Employee Training, Entrepreneurship, Kronos Timekeeping, Logistics, Midas, Proofreading, Resume Writing, Supply Chain Management, Trend, Web Design, Workday
Education
Computer Learning Center 1999 — 2000
Certificate, Network Technology
Community College of Philadelphia 1995 — 1998
Associate of Arts (A.A.), Liberal Arts and Sciences, General Studies and Humanities
Todd R. Valleau Todd R. Valleau's 1847 Financial Experience November 2012 - Present
Job Financial Advisor 1847 Financial / IAR with RIA Hornor Townsend & Kent
Industry Financial Services
Experience
1847 Financial November 2012 - Present
Northwestern Mutual January 2008 - November 2012
F.F.M.C 2002 - 2007
Amtrust Mortgage Corporation 2000 - 2002
Acsys Inc 2000 - 2000
Skills
Retirement Planning, Leadership, Insurance, Finance, Asset Allocation, Training, Business Development, Financial Advisory, Selling, Portfolio Management, Small Business, Mortgage Lending, Financial Planners, Employee Benefits, Human Resources, Coaching, Sales, Financial Analysis, Premium Financing, Estate Planning
Education
American College 2008 — 2014
CHFC
Bloomsburg University of Pennsylvania 1991 — 1996
Finance, Business and Finance
kittatinny
1847 Financial November 2012 - Present
Northwestern Mutual January 2008 - November 2012
F.F.M.C 2002 - 2007
Amtrust Mortgage Corporation 2000 - 2002
Acsys Inc 2000 - 2000
Skills
Retirement Planning, Leadership, Insurance, Finance, Asset Allocation, Training, Business Development, Financial Advisory, Selling, Portfolio Management, Small Business, Mortgage Lending, Financial Planners, Employee Benefits, Human Resources, Coaching, Sales, Financial Analysis, Premium Financing, Estate Planning
Education
American College 2008 — 2014
CHFC
Bloomsburg University of Pennsylvania 1991 — 1996
Finance, Business and Finance
kittatinny
Jeffrey Royal's 1847 Financial Experience September 2010 - October 2013
Job Resource Real Estate
Industry Financial Services
Experience
Resource Real Estate December 2014 - Present
JP Morgan October 2013 - December 2014
1847 Financial September 2010 - October 2013
Conner Strong June 2008 - October 2009
Skills
Retirement Planning, Employee Benefits, Insurance, Strategic Financial..., Asset Management, Estate Planning, Finance, Financial Services, Portfolio Management, Private Equity, Retirement, Wealth Management, Succession Planning, Small Business
Education
CFA Institute 2014 — 2017
CFA level 1
Temple University 2005 — 2009
Bachelor, Business Administration; Risk Management and Insurance
Resource Real Estate December 2014 - Present
JP Morgan October 2013 - December 2014
1847 Financial September 2010 - October 2013
Conner Strong June 2008 - October 2009
Skills
Retirement Planning, Employee Benefits, Insurance, Strategic Financial..., Asset Management, Estate Planning, Finance, Financial Services, Portfolio Management, Private Equity, Retirement, Wealth Management, Succession Planning, Small Business
Education
CFA Institute 2014 — 2017
CFA level 1
Temple University 2005 — 2009
Bachelor, Business Administration; Risk Management and Insurance
Brandon Levithan's 1847 Financial Experience January 2014 - Present
Job Financial Advisor at 1847 Financial
Industry Financial Services
Experience
1847 Financial January 2014 - Present
Thread Society LLC July 2012 - Present
First New York Securities June 2006 - August 2011
Skills
Investments, Trading, Business Development, Hedge Funds, Finance, Bloomberg, Management, Alternative Investments, Life Insurance, Retirement Planning, Strategic Financial..., Disability Insurance
Education
Indiana University - Kelley School of Business 2002 — 2006
Bachelor of Science (B.S.), Finance, General
1847 Financial January 2014 - Present
Thread Society LLC July 2012 - Present
First New York Securities June 2006 - August 2011
Skills
Investments, Trading, Business Development, Hedge Funds, Finance, Bloomberg, Management, Alternative Investments, Life Insurance, Retirement Planning, Strategic Financial..., Disability Insurance
Education
Indiana University - Kelley School of Business 2002 — 2006
Bachelor of Science (B.S.), Finance, General
Chris Whittle Chris Whittle's 1847 Financial Experience November 2011 - June 2014
Job Wealth Management Advisor at TIAACREF
Industry Financial Services
Experience
TIAA-CREF June 2014 - Present
Greater Philadelphia Veterans Network 2011 - Present
1847 Financial November 2011 - June 2014
CM Whittle Financial 2008 - June 2014
First Financial Group August 2010 - November 2011
Mutual of Omaha January 2009 - 2010
Mutual of Omaha 2000 - 2007
US NAVY 1994 - 1999
Education
The Central High School of Philadelphia
University of Phoenix
BS, Business Management
University of Pittsburgh
TIAA-CREF June 2014 - Present
Greater Philadelphia Veterans Network 2011 - Present
1847 Financial November 2011 - June 2014
CM Whittle Financial 2008 - June 2014
First Financial Group August 2010 - November 2011
Mutual of Omaha January 2009 - 2010
Mutual of Omaha 2000 - 2007
US NAVY 1994 - 1999
Education
The Central High School of Philadelphia
University of Phoenix
BS, Business Management
University of Pittsburgh
Randall Spadola Randall Spadola's 1847 Financial Experience December 2013 - May 2014
Job Sales & Research Associate at BWG Strategy LLC
Industry Financial Services
Experience
BWG Strategy LLC April 2015 - Present
BWG Strategy LLC January 2015 - April 2015
1847 Financial December 2013 - May 2014
Skills
Microsoft Excel, Microsoft Word, Customer Service, Public Speaking, Team Leadership, Team Management, Teamwork, Social Media, Business Development, Strategic Partnerships
Education
West Chester University, College of Business & Public Affairs 2011 — 2014
Bachelor of Science, Business Management; minor in Finance
Susquehanna University 2010 — 2011
BWG Strategy LLC April 2015 - Present
BWG Strategy LLC January 2015 - April 2015
1847 Financial December 2013 - May 2014
Skills
Microsoft Excel, Microsoft Word, Customer Service, Public Speaking, Team Leadership, Team Management, Teamwork, Social Media, Business Development, Strategic Partnerships
Education
West Chester University, College of Business & Public Affairs 2011 — 2014
Bachelor of Science, Business Management; minor in Finance
Susquehanna University 2010 — 2011
Courtney Behar Courtney Behar's 1847 Financial Experience November 2012 - January 2014
Job Internal Consultant at Delaware Investments, a member of the Macquarie Group
Industry Financial Services
Experience
Delaware Investments, a member of the Macquarie Group April 2014 - Present
1847 Financial November 2012 - January 2014
ING Financial Partners May 2010 - October 2012
Lincoln Financial Advisors September 2009 - December 2009
Skills
Series 66, Series 7
Education
Temple University - Fox School of Business and Management
Bachelor of Business Administration (B.B.A.), Real Estate, Finance
Moore College of Art 2004 — 2014
Continuing Education Program
The Baldwin School
Delaware Investments, a member of the Macquarie Group April 2014 - Present
1847 Financial November 2012 - January 2014
ING Financial Partners May 2010 - October 2012
Lincoln Financial Advisors September 2009 - December 2009
Skills
Series 66, Series 7
Education
Temple University - Fox School of Business and Management
Bachelor of Business Administration (B.B.A.), Real Estate, Finance
Moore College of Art 2004 — 2014
Continuing Education Program
The Baldwin School
Crystal McNeill Crystal McNeill's 1847 Financial Experience August 2007 - June 2012
Job Owner at Cj's Doghouse
Industry Restaurants
Experience
Cj's Doghouse October 2013 - Present
1847 Financial August 2007 - June 2012
Towamencin Beverage January 2000 - June 2012
Skills
Financial Advisory, Financial Analysis, Marketing Strategy, Event Planning, Asset Management, Strategy, Retirement, Financial Reporting, Process Improvement, Wealth Management, Social Media Marketing, Microsoft Office, Risk Management, Accounting, Marketing, Series 7, Business Analysis, Mutual Funds, Strategic Financial..., Retirement Planning, Equities, New Business Development, Budgets, Securities, Strategic Planning, Investments, Leadership, Asset Allocation, Financial Services, Team Building, Business Development, Series 6, Customer Service, Project Management, Financial Modeling, Credit, Fixed Annuities, Estate Planning, Account Management, Finance, Disability Insurance, Series 63, Sales, Corporate Finance, Forecasting, Life Insurance, Portfolio Management, Social Media, Microsoft Excel, Business Planning
Education
University of Scranton 2004 — 2007
BS, International Business
Lansdale Catholic High School 1999 — 2003
Cj's Doghouse October 2013 - Present
1847 Financial August 2007 - June 2012
Towamencin Beverage January 2000 - June 2012
Skills
Financial Advisory, Financial Analysis, Marketing Strategy, Event Planning, Asset Management, Strategy, Retirement, Financial Reporting, Process Improvement, Wealth Management, Social Media Marketing, Microsoft Office, Risk Management, Accounting, Marketing, Series 7, Business Analysis, Mutual Funds, Strategic Financial..., Retirement Planning, Equities, New Business Development, Budgets, Securities, Strategic Planning, Investments, Leadership, Asset Allocation, Financial Services, Team Building, Business Development, Series 6, Customer Service, Project Management, Financial Modeling, Credit, Fixed Annuities, Estate Planning, Account Management, Finance, Disability Insurance, Series 63, Sales, Corporate Finance, Forecasting, Life Insurance, Portfolio Management, Social Media, Microsoft Excel, Business Planning
Education
University of Scranton 2004 — 2007
BS, International Business
Lansdale Catholic High School 1999 — 2003
Terri McDermott ChFC CLU CLTC RICP's 1847 Financial Experience January 2013 - Present
Job Director Wealth Advisory Group at 1847 Financial
Industry Financial Services
Experience
1847 Financial January 2013 - Present
Lighthouse Planning Consultants/Lincoln Financial Advisors March 2012 - January 2013
Eagle Strategies LLC July 2010 - August 2011
Crystal Financial Strategies April 2010 - August 2011
New York Life Insurance Company April 2010 - August 2011
First Financial Group / MassMutual June 2003 - April 2010
Education
Penn State University
Bachelors, Business Administration
1847 Financial January 2013 - Present
Lighthouse Planning Consultants/Lincoln Financial Advisors March 2012 - January 2013
Eagle Strategies LLC July 2010 - August 2011
Crystal Financial Strategies April 2010 - August 2011
New York Life Insurance Company April 2010 - August 2011
First Financial Group / MassMutual June 2003 - April 2010
Education
Penn State University
Bachelors, Business Administration
Kevin Gianfortune's 1847 Financial Experience 2007 - Present
Job Financial Advisor at 1847 Financial
Industry Financial Services
Experience
1847 Financial 2007 - Present
Bishop Eustace Preparatory School 2007 - Present
Bank of America 2003 - 2007
Education
La Salle University 2003 — 2007
B.S., Finance
Camden Catholic High School 1999 — 2003
1847 Financial 2007 - Present
Bishop Eustace Preparatory School 2007 - Present
Bank of America 2003 - 2007
Education
La Salle University 2003 — 2007
B.S., Finance
Camden Catholic High School 1999 — 2003
Glenn Isaac, CFP®'s 1847 Financial Experience June 2013 - Present
Job Financial Planner Empowering others to make smarter financial decisions.
Industry Financial Services
Experience
1847 Financial June 2013 - Present
Pillar Wealth Advisors, LLC June 2013 - Present
HeadWay App December 2013 - Present
ING Financial Partners October 2009 - May 2013
JPMorgan Chase June 2008 - August 2008
Skills
Financial Planning, Retirement Planning, Wealth Management, Series 7, Investments, Uniform Combined State..., Life Insurance, Disability Insurance, Financial Analysis, IRAs, Investment Advisory, Retirement, Wealth Accumulation, Series 63, 401k, Strategic Financial...
Education
University of Delaware - Lerner College of Business and Economics 2005 — 2008
BS, Finance
1847 Financial June 2013 - Present
Pillar Wealth Advisors, LLC June 2013 - Present
HeadWay App December 2013 - Present
ING Financial Partners October 2009 - May 2013
JPMorgan Chase June 2008 - August 2008
Skills
Financial Planning, Retirement Planning, Wealth Management, Series 7, Investments, Uniform Combined State..., Life Insurance, Disability Insurance, Financial Analysis, IRAs, Investment Advisory, Retirement, Wealth Accumulation, Series 63, 401k, Strategic Financial...
Education
University of Delaware - Lerner College of Business and Economics 2005 — 2008
BS, Finance