1847Financial Company

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1847Financial Employees

Employee
Years
Job
Industry
Heath Davis Heath Davis Greater Philadelphia Area Details
Heath Davis's 1847Financial Experience March 2012 - Present
Job Partner at 1847 Financial
Industry Insurance
Experience
1847Financial   March 2012 - Present

Education
University of Maryland   1992 — 1997
Bachelor of Science, Business - Marketing

FINRA Certifications
Series 6, Series 63, Series 66, Series 7

Luke Vadas Luke Vadas Greater Philadelphia Area Details
Luke Vadas's 1847Financial Experience June 2014 - August 2014
Job Student at Penn State University
Industry Financial Services
Experience
Sapphire Leadership Program  August 2012 - Present
Penn State Investment Association  August 2013 - Present
Vanguard  May 2015 - August 2015
LEHIGH COUNTRY CLUB  May 2010 - August 2015
Wall Street Boot Camp  January 2015 - May 2015
Delta Tau Delta Fraternity  March 2013 - April 2015
Penn State Interfraternity Council Judicial Board   January 2014 - January 2015
Delta Tau Delta Fraternity  December 2013 - December 2014
1847Financial   June 2014 - August 2014

Skills
Sustainability, Microsoft Excel, PowerPoint, Leadership, Microsoft Office, Microsoft Word, Facebook, Time Management, Social Media, Customer Service, Social Networking, Public Speaking, Outlook, Budgets, Research, Social Media Marketing, Access, Event Planning, HTML

Education
Penn State University   2012 — 2016
Bachelor of Science (BS), Finance, General

Michael Briglia, CFP® Michael Briglia, CFP® Greater Philadelphia Area Details
Michael Briglia, CFP®'s 1847Financial Experience August 2013 - Present
Job Financial Advisor
Industry Financial Services
Experience
Pillar Wealth Advisors, LLC   April 2012 - Present
1847Financial   August 2013 - Present
IBM Corporation  2002 - August 2013
PwC Consulting  1992 - 2002
Crabtree Capital Corporation   1989 - 1992
Price Waterhouse  1982 - 1987

Education
The University of Chicago - Booth School of Business   1987 — 1989
MBA, Economics / Finance

University of Delaware   1978 — 1982
BA, Accounting

Carmen Raroha Carmen Raroha Voorhees, New Jersey Details
Carmen Raroha's 1847Financial Experience August 2015 - Present
Job Career Builder Intern at 1847Financial
Industry Financial Services
Experience
1847Financial   August 2015 - Present
Northwestern Mutual  May 2014 - June 2015
Anthony Michael's Catering   May 2012 - June 2015
Susquehanna University  May 2014 - May 2014
Merrill Lynch  June 2013 - August 2013

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Teamwork, English, Time Management, Team Leadership, Facebook, Accounting, Public Relations, Outlook, Finance, Access, Leadership

Education
Susquehanna University   2011 — 2015
Bachelor’s Degree, Finance, 3.3

Bishop Eustace   2007 — 2011

Gerald Becker Gerald Becker Philadelphia, Pennsylvania Details
Gerald Becker's 1847Financial Experience January 2012 - August 2013
Job Licensed Banker
Industry Banking
Experience
Citizens Bank  March 2015 - Present
DexMedia  September 2013 - December 2014
1847Financial   January 2012 - August 2013
First Financial Group  July 2011 - February 2012
GPB Investments Inc.   April 2009 - December 2009
Morgan Stanley Smith Barney  January 1992 - April 2009

Skills
New Business Development, Marketing Strategy, Marketing Communications, Public Speaking, Advertising, Cold Calling, Customer Service, Finance, Financial Modeling, Financial Services, Investments, Loans, Management, Marketing, Retirement Planning, Sales Management, Social Media, Strategic Financial..., Strategic Planning

Education
La Salle University - School of Business Administration   1976 — 1986
MBA, Finance

Saint Joseph's University   1972 — 1976
B.S., Management/Marketing

Ian Finnerty Ian Finnerty Greater Philadelphia Area Details
Ian Finnerty's 1847Financial Experience 2015 - Present
Job Financial Advisor at 1847Financial
Industry Financial Services
Experience
1847Financial   2015 - Present
Bryn Athyn College  May 2014 - Present
American Brokerage Services  2013 - 2015
University of Maryland Baltimore County  2013 - 2014
Mississippi RiverKings  2012 - 2013

Skills
Series 7, Series 66, Life Insurance, Health Insurance, Mutual Funds, ETFs, Retirement Income..., Fixed Annuities, Variable Annuities, Equity Indexed Annuities, Business Planning

Education
State University of New York College at Brockport
Bachelor of Science (BS), Marketing

Alexandra August Alexandra August Greater Philadelphia Area Details
Alexandra August's 1847Financial Experience June 2014 - August 2014
Job Business Student at Villanova University
Industry
Experience
Bloomberg LP  August 2015 - Present
1847Financial   June 2014 - August 2014
CDMI, LLC.   May 2013 - July 2013

Skills
eMoney Financial..., NetSuite Accounting..., Access, Microsoft Excel, Financial Accounting

Education
Villanova University   2011 — 2015
Finance, General, Junior

University of Cape Town   2013 — 2013

BHS

Jason Goldstein, ASA, MAAA, MDRT Jason Goldstein, ASA, MAAA, MDRT Greater Philadelphia Area Details
Jason Goldstein, ASA, MAAA, MDRT's 1847Financial Experience November 2010 - Present
Job 1847 Financial Advisor
Industry Insurance
Experience
1847Financial   November 2010 - Present
Penn Mutual  March 2005 - November 2010
Towers Watson  2002 - 2005

Skills
Creative Problem Solving, Entrepreneurship, Golf, Microsoft Excel, Calculus, Thought Leadership, Trigonometry, Geometry, Algebra, Whole Brain Thinking, SAT Math Tutor, Connector, SAT, Life, Idea Generation, Actuarial, Recruitment/Retention

Education
Penn State University   1998 — 2002
Actuarial Science, Actuarial, Mathematics, Business

Upper Dublin High School   1995 — 1998

Liv Mansfield Liv Mansfield Greater Philadelphia Area Details
Liv Mansfield's 1847Financial Experience March 2014 - Present
Job Financial Services Professional at 1847 Financial
Industry Financial Services
Experience
1847Financial   March 2014 - Present

Education
Columbia Business School   1994 — 1995
Master of Business Administration (MBA), Finance, General; Marketing

Temple University   1981 — 1985
BS, Education and English, Cum Laude graduate

Nether Providence High School

Shawn Dempsey Shawn Dempsey Greater Philadelphia Area Details
Shawn Dempsey's 1847Financial Experience March 2015 - Present
Job Advisor at 1847Financial
Industry Financial Services
Experience
1847Financial   March 2015 - Present
Wyndham Worldwide  May 2010 - September 2014
Providence College  September 2010 - May 2014
Porsche of the Main Line  December 2013 - January 2014
uFinancial Group  December 2012 - January 2013

Skills
PowerPoint, Event Planning, Microsoft Office, Social Media, Microsoft Excel, Microsoft Word, Customer Service, Facebook, Teamwork, Time Management, Event Management, Leadership, Advertising, Relationship Selling, Automotive Products, Communication Skills, Learning Quickly, Committed to..., Committment, Superior Work Ethic, Adaptability

Education
Providence College   2010 — 2014
Bachelor of Science (B.S.), Marketing, Alumnae

West Chester East High School   2006 — 2010
High School Diploma

Michelle Mari Michelle Mari Philadelphia, Pennsylvania Details
Michelle Mari's 1847Financial Experience April 2014 - Present
Job Account Associate
Industry Insurance
Experience
1847Financial   April 2014 - Present
Berkley Accident & Health, LLC   November 2011 - April 2014
JDM Benefits Coordinators Inc   January 2003 - November 2011
Brown & Brown Consulting  October 2008 - July 2011

Skills
Brokers, Underwriting, Health Insurance, Insurance, Employee Benefits, Disability Insurance, Life Insurance, Workers Compensation, Claims Management, Term Life Insurance, Benefits Administration, Flexible Spending..., Medicare, Health Savings Accounts

Education
Temple University   2000 — 2005
BS, Sociology

Patrick Bergmaier, CFP®, LUTCF Patrick Bergmaier, CFP®, LUTCF Greater Philadelphia Area Details
Patrick Bergmaier, CFP®, LUTCF's 1847Financial Experience February 2015 - Present
Job Helping every family with a special needs situation have a financial future that is safe & secure
Industry Financial Services
Experience
1847Financial   February 2015 - Present
MetLife  July 2005 - February 2015

Skills
Financial Planning, Public Speaking, Investments, Insurance, Special Needs Trusts, Estate Planning, Retirement Income..., Retirement Planning, Planned Giving

Education
Albright College   2001 — 2005
BS Finance, Finance

Lansdale Catholic High School   1997 — 2001

Daniel Cieniewicz Daniel Cieniewicz Reading, Pennsylvania Area Details
Daniel Cieniewicz's 1847Financial Experience March 2014 - Present
Job Financial Advisor
Industry Insurance
Experience
1847Financial   March 2014 - Present
June Houck State Farm Agency   August 2012 - November 2013
Schuylkill Valley Middle School   November 2009 - December 2012
Albright College  September 2010 - May 2012

Education
Albright College   2008 — 2012
BS, Economics/Political Science

Alison Pettine Alison Pettine Conshohocken, Pennsylvania Details
Alison Pettine's 1847Financial Experience February 2012 - Present
Job Financial Advocate for Women and College Planning Specialist
Industry Financial Services
Experience
1847Financial   February 2012 - Present
The American College  September 2011 - December 2011
The American College  August 2008 - September 2011

Skills
Life Insurance, Disability Insurance, Series 6, Portfolio Management, Series 63, Mutual Funds, Women, Women Owned Business, Small Business, College Funding..., Long-term Care, Financial Analysis, Budgets, Customer Service, Insurance, Term Life Insurance, Permanent Life Insurance, Comprehensive Planning, Succession Planning, Entrepreneurial Finance, Personal Protection

Education
The American College   2010 — 2011
Chartered Leadership Fellow, Leadership

Gettysburg College
BA, Management

Marnie Brown, RICP Marnie Brown, RICP Greater Philadelphia Area Details
Marnie Brown, RICP's 1847Financial Experience October 2011 - February 2015
Job Strategic Market Access
Industry Financial Services
Experience
Lincoln Financial Network  May 2015 - Present
Freelance Business Development, Marketing & Creative Consultant   February 2015 - May 2015
1847Financial   October 2011 - February 2015
The Penn Mutual Life Insurance Company  October 2009 - October 2011
The Penn Mutual Life Insurance Company  January 2000 - October 2009
Prudential  1989 - 1995

Skills
Social Networking, Financial Planning, Management, Direct Marketing, Insurance, Marketing Communications, Marketing, Event Planning, Retirement Planning, Fixed Annuities, Series 6, Team Building, Social Media, Marketing Strategy, Thought Leadership, Account Management, Life Insurance, Leadership, Strategic Planning, Employee Benefits, Social Media Marketing, Retirement, Business Development, Digital Marketing, Copywriting, Strategy, Whole Life, Advertising, Investments, New Business Development, Online Marketing, Sales

Education
Temple University - Fox School of Business and Management   1995 — 2000
MBA, Marketing

Bloomsburg University of Pennsylvania   1984 — 1988
Bachelor of Arts, Mass Communication

Upper Moreland High School

James Meehan James Meehan Newtown Square, Pennsylvania Details
James Meehan's 1847Financial Experience May 2011 - Present
Job Managing Partner at 1847Financial
Industry Financial Services
Experience
1847Financial   May 2011 - Present
Creative Financial Group  January 1991 - May 2011

Education
The American College   2007 — 2008
Master of Science (MS), Management

US Naval Academy   1982 — 1986
Bachelor of Science (BS), Physical Science

Bridget Halligan Bridget Halligan Conshohocken, Pennsylvania Details
Bridget Halligan's 1847Financial Experience November 2012 - Present
Job Financial Advisor at 1847Financial
Industry Insurance
Experience
1847Financial   November 2012 - Present

Skills
Life & Health Insurance..., Series 6, Series 63

Education
University of South Carolina-Columbia   2007 — 2011
Bachelor's Degree, Psychology, Minor in Sport and Entertainment Management

Villa Maria Academy   2003 — 2007
High School

Christine McNutt Christine McNutt Greater Philadelphia Area Details
Christine McNutt's 1847Financial Experience December 2014 - Present
Job Financial Planner
Industry Financial Services
Experience
1847Financial   December 2014 - Present
VIDA Fitness & Aura Spa  January 2013 - November 2014
Temple University  January 2011 - May 2012

Education
Temple University   2010 — 2012
Master of Science (M.S.)

Rowan University   2006 — 2010
Bachelor of Arts (B.A.), Health & Exercise Science

Highland Regional   2002 — 2006
High School

David Habich David Habich Greater Philadelphia Area Details
David Habich's 1847Financial Experience July 2015 - Present
Job As an Advisor at 1847Fiancial I help individuals and busines owners reach their financial goals
Industry Financial Services
Experience
1847Financial   July 2015 - Present
Chester County Intermediate Unit  December 2013 - January 2015
First Keystone Community Bank  May 2013 - August 2013
Baxter Landscape Contracting,LLC   May 2012 - August 2012
Giant Food  December 2008 - January 2012

Skills
Accounting, Time Management, Teamwork, PowerPoint, People Skills, Social Skills, Facebook, Microsoft Word, Market Research, Public Speaking, Windows, Hardwork, Dedication to work, Open Minded, Morningstar, Microsoft Excel, Communication, LinkedIn, Organization, Capital IQ, SNL Financial, Microsoft Office, Customer Service, Leadership, Social Networking, Insurance

Education
Bloomsburg University of Pennsylvania   2011 — 2015
Bachelor of Science (BS), Finance, Personal Finance

Christopher Lyman Christopher Lyman Greater Philadelphia Area Details
Christopher Lyman's 1847Financial Experience September 2014 - Present
Job Financial Advisor at 1847Financial
Industry Financial Services
Experience
1847Financial   September 2014 - Present
Penn Mutual  July 2010 - September 2014
Prudential Financial  August 2009 - July 2010
Accountemps  June 2009 - August 2009
TD  July 2006 - June 2009
Monmouth University  September 2007 - August 2008
Monmouth University  December 2006 - December 2007

Skills
Investments, Life Insurance, Annuities, Disability Insurance, Health Insurance

Education
Monmouth University   2005 — 2009
Bachelor's Degree, Finance, Graduated Cum Laude

Hatboro-Horsham High School   2001 — 2005
High School diploma

Clint Losch Clint Losch Greater Philadelphia Area Details
Clint Losch's 1847Financial Experience May 2006 - December 2010
Job Wealth Consultant
Industry Venture Capital & Private Equity
Experience
The Wealth Advocate Investment Group LLC   May 2015 - Present
Losch Marketing   December 2010 - April 2015
1847Financial   May 2006 - December 2010

Skills
Financial Advisor, Financial Planning, Retirement Planning, Small Business..., Financial Advisory, Social Security, Employee Benefits, Investments, Investment Strategies, Investment Management, Retirement, Finance, Retirement Income..., Life Insurance, Long Term Care Insurance, Term Life Insurance, Permanent Life Insurance, Equities, Wealth Management, 401k Rollovers, Student Financial Aid, Portfolio Management, Securities, Cash Flow, Estate Planning, Estate Tax Planning, IRAs, Roth IRA, Traditional IRA, Personal Finance, Personal Financial..., Fixed Annuities, Indexed Annuities, Variable Annuities, Unifed Managed Accounts, Investor Coaching, Leadership, Disability Insurance, SEP IRA, 403 b, Pensions, Insurance, Umbrella Insurance, Financial Services, Financial Analysis, Retirement Plan..., Qualified Retirement..., income planner, Strategic Planning, Seminar Presentations

Education
Lafayette College   2002 — 2006
Bachelor’s Degree, Math & Economics Joint Major

Trevor Seufer, MBA Trevor Seufer, MBA Greater Philadelphia Area Details
Trevor Seufer, MBA's 1847Financial Experience August 2010 - October 2013
Job Treasury Planning Analyst @ Air Products
Industry Chemicals
Experience
Air Products and Chemicals  January 2013 - Present
1847Financial   August 2010 - October 2013
Edward Jones  November 2008 - August 2010
National Collegiate Underwriters and Administrators   December 2006 - January 2009
Turner Investment Partners  May 2007 - August 2007
Fordham University  October 2005 - December 2006

Education
Fordham University - Graduate School of Business Administration   2008 — 2009
MBA, Finance, Economics, 3.9

Fordham University   2004 — 2008
BS, Finance, 3.5

Karl Ober Karl Ober Greater Philadelphia Area Details
Karl Ober's 1847Financial Experience January 2015 - Present
Job Financial Advisor at 1847Financial
Industry Financial Services
Experience
1847Financial   January 2015 - Present
Creative Financial Group  September 2010 - December 2014

Education
University of Central Florida   2006 — 2010
Bachelor's Degree

Debra Guerrero, ChFC Debra Guerrero, ChFC State College, Pennsylvania Details
Debra Guerrero, ChFC's 1847Financial Experience 2015 - Present
Job Chartered Financial Consultant at Financial Directions, affliated with 1847Financial
Industry Financial Services
Experience
Financial Directions   May 1996 - Present
1847Financial   2015 - Present

Skills
Financial Planning, Life Insurance, Social Security..., Retirement Planning, Long Term Care, Education Planning, Investment Advisory, Wealth Management, Estate Preservation, Wealth transfer

Education
City University of New York   1973 — 1977

Bank Street College of Education
Master's degree

Wharton School of the University of Pennsylvania Retirement Income Certification Program

Stephen Target, CLU®, ChFC® Stephen Target, CLU®, ChFC® Greater Philadelphia Area Details
Stephen Target, CLU®, ChFC®'s 1847Financial Experience August 2006 - Present
Job Senior Partner and Chief Operating Officer at 1847Financial
Industry Financial Services
Experience
1847Financial   August 2006 - Present
Northwestern Mutual Financial Network  January 1990 - August 2006
Brown and Knapp   1991 - 2006

Education
The American College
Financial Planning and Services

Penn State University   1985 — 1989
Bachelor of Science (BS), Economics

Harriton   1981 — 1985
High School

Robin Fine-Furman, ChFC, LUTCF Robin Fine-Furman, ChFC, LUTCF Greater Philadelphia Area Details
Robin Fine-Furman, ChFC, LUTCF's 1847Financial Experience September 1987 - Present
Job Financial Advisor at 1847Financial
Industry Financial Services
Experience
1847Financial   September 1987 - Present

Education
Temple University   1972 — 1976
BA Journalism

post graduate

Kim Wenger Kim Wenger Greater Philadelphia Area Details
Kim Wenger's 1847Financial Experience September 2012 - Present
Job Financial Advisor with 1847Financial
Industry Financial Services
Experience
1847Financial   September 2012 - Present
Envy Lacrosse   August 2014 - Present
Lax Jam LLC   July 2013 - Present
Northwestern Mutual  August 2012 - September 2012
The Keating Group  July 2011 - August 2011
MHAworks  September 2010 - December 2010

Skills
Series 66, Series 7, Series 63, Series 6, Strategy, Microsoft Office, Life and Health Exam, AutoCAD, Final Cut Pro, GIS, InDesign, iMovie, Photoshop

Education
Duke University   2008 — 2012
BA, Architecture, Business, Psychology

Great Valley High School   2004 — 2008

Heather Page Heather Page Greater Philadelphia Area Details
Heather Page's 1847Financial Experience 2015 - 2015
Job Business Manager at M Wealth Advisors
Industry Financial Services
Experience
M Wealth Advisors   January 2015 - Present
1847Financial   2015 - 2015
1847Financial   2015 - 2015
Creative Financial Group  January 2014 - December 2014
Fleet Feet Sports - North Wales   December 2010 - October 2013
Closets By Design  June 2009 - October 2010
Travel by Page   September 1999 - January 2009

Skills
Type 65+ WPM, Customer Service, Customer Retention, Inventory Management, Inventory Control, Microsoft Excel, Microsoft Word, PowerPoint, Social Media Marketing, HTML scripting, Event Planning, Event Management, Travel Planning, Travel Arrangements, Sales, Marketing, Team Building, CRM, Leadership, Management, Strategic Planning

Education
Lansdale School of Business   2010 — 2012
Business Administration and Management, General, Maintained a 4.0 GPA while attending

Moberly Senior High School

Signe Spragins Signe Spragins Greater Philadelphia Area Details
Signe Spragins's 1847Financial Experience August 2011 - Present
Job Advisor at 1847Financial
Industry Financial Services
Experience
1847Financial   August 2011 - Present
AFLAC  April 2000 - Present

Skills
Customer Service, Customer Relations, Disability Insurance, Annuities, Term Life Insurance, Retirement Planning, Financial Planning, College Planning

Education
Delaware County Community College

Carlo Randazzo Carlo Randazzo Greater Philadelphia Area Details
Carlo Randazzo's 1847Financial Experience July 2015 - August 2015
Job Financial Services Professional at Swarthmore Financial
Industry Financial Services
Experience
Swarthmore Financial Services  August 2015 - Present
1847Financial   July 2015 - August 2015
Northwestern Mutual  January 2015 - April 2015
Randazzo's Pizza and Pasta   February 2010 - December 2014
Washington Township Baseball Complex   April 2012 - August 2014

Skills
Sales, Communication, Finance, Management, Time Management, People Skills, Marketing, Health Insurance, Disability Insurance, Life Insurance, Term Life Insurance, Long-term Care, Fixed Annuities

Education
Gwynedd Mercy University   2012 — 2015
Bachelor's Degree, Business Administration and Management, General

St. Augustine Prep   2007 — 2011