Creative Financial Group, an office of MetLife

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Creative Financial Group, an office of MetLife Employees

Employee
Years
Job
Industry
Paul Montefiore Jr., ChFC® Paul Montefiore Jr., ChFC® Greater Philadelphia Area Details
Paul Montefiore Jr., ChFC®'s Creative Financial Group, an office of MetLife Experience November 2009 - Present
Job Financial Services Representative, Financial Advisor at Creative Financial Group, an office of MetLife
Industry Financial Services
Experience
Creative Financial Group, an office of MetLife   November 2009 - Present
The Scotts Miracle-Gro Company  March 2009 - August 2009

Education
The American College   2013 — 2014
ChFC Designation

Ursinus College   2005 — 2009
Bachelor of Arts, Business & Economics

James Burns Jr. James Burns Jr. Greater Philadelphia Area Details
James Burns Jr.'s Creative Financial Group, an office of MetLife Experience September 1993 - Present
Job Managing Director at Creative Financial Group, an office of MetLife
Industry Financial Services
Experience
Creative Financial Group, an office of MetLife   September 1993 - Present

Education
Penn State University   1989 — 1993
Bachlor of Arts, Speech Communication

Oscar Mestre, CLU®, ChFC® Oscar Mestre, CLU®, ChFC® Newtown Square, Pennsylvania Details
Oscar Mestre, CLU®, ChFC®'s Creative Financial Group, an office of MetLife Experience March 1982 - Present
Job FinancialServices Representative, Financial Adviser, Creative Financial Group, an office of MetLife
Industry Financial Services
Experience
Creative Financial Group, an office of MetLife   March 1982 - Present

Education
University of Delaware   1977 — 1981
BSBA, Marketing Management

The Haverford School   1973 — 1977

Frank Frederico Frank Frederico Greater Philadelphia Area Details
Frank Frederico's Creative Financial Group, an office of MetLife Experience February 2015 - Present
Job Financial Services Representative, Financial Adviser at Creative Financial Group, an office of MetLife
Industry Financial Services
Experience
Creative Financial Group, an office of MetLife   February 2015 - Present
Merrill Lynch  February 2008 - February 2015

Skills
Wealth Management, Retirement Planning, Mutual Funds, Insurance, Series 7, Asset Allocation, Investments, Portfolio Management, Series 63, Asset Management, Alternative Investments, Equities, Estate Planning, Securities

Education
Drexel University   2000 — 2004
BS, Accounting

Barbara Exter Barbara Exter Newtown Square, Pennsylvania Details
Barbara Exter's Creative Financial Group, an office of MetLife Experience June 2013 - Present
Job Senior Agency Compliance Consultant at Creative Financial Group, an office of MetLife
Industry Financial Services
Experience
Creative Financial Group, an office of MetLife   June 2013 - Present
Creative Financial Group/H. Beck, Inc.   April 2010 - June 2013
Guardian Life Insurance  November 2008 - December 2009
Nationwide Financial-1717 Capital Management   May 2006 - November 2008
Nationwide Financial  March 2005 - May 2006
Heather Financial   November 1982 - March 2005

Skills
Compliance, Financial Services, Regulatory Requirements, Securities Regulation, Regulatory Compliance

Education
University of Delaware   1976 — 1979
Business Administraton

Brandywine High School   1973 — 1976
Diploma, Honors College Prep

Ellen Donahue, ChFC Ellen Donahue, ChFC Greater Philadelphia Area Details
Ellen Donahue, ChFC's Creative Financial Group, an office of MetLife Experience June 2008 - Present
Job Financial Services Representative, Financial Advisor, Creative Financial Group, an Office of MetLife
Industry Financial Services
Experience
Creative Financial Group, an Office of MetLife   June 2008 - Present
Bank of America  May 2008 - June 2008
Bank of America  June 2006 - May 2008
Bank of America  August 2005 - June 2006

Education
Tulane University   2001 — 2005
BSM, Finance & Spanish

Tulane University - A.B. Freeman School of Business   2001 — 2005
BSM, Finance & Spanish

James W. Cleary ChFC® James W. Cleary ChFC® Greater Philadelphia Area Details
James W. Cleary ChFC®'s Creative Financial Group, an office of MetLife Experience October 1982 - Present
Job Senior Partner, Financial Services Representative Creative Financial Group, an office of MetLife
Industry Financial Services
Experience
Creative Financial Group, an office of MetLife   October 1982 - Present

Skills
Investments, Securities, Estate Planning, Financial Services, Financial Planning, Strategic Planning, Management, Insurance, Leadership, Finance

Education
Temple University   1975 — 1979
Bachelor of Business Administration (BBA), Business Law /Finance

The American College
CHFC

Albert Corrato, CFP® Albert Corrato, CFP® Greater Philadelphia Area Details
Albert Corrato, CFP®'s Creative Financial Group, an office of MetLife Experience January 2015 - Present
Job Financial Services Representative, Financial Advisor at Creative Financial Group, an office of MetLife
Industry Financial Services
Experience
Creative Financial Group, an office of MetLife   January 2015 - Present
Creative Financial Group  2000 - December 2014

Education
The American College   2002 — 2007
Financial Planning and Services

St.Joseph's University   1981 — 1984
MBA, Finance

Saint Joseph's University   1971 — 1975
BS, Accounting

Kevin O'Neill Kevin O'Neill Greater Philadelphia Area Details
Kevin O'Neill's Creative Financial Group, an office of MetLife Experience July 1992 - Present
Job Senior Partner, Financial Services Representative at Creative Financial Group, an office of MetLife
Industry Financial Services
Experience
Creative Financial Group, an office of MetLife   July 1992 - Present

Skills
Strategic Planning, Retirement, Disability Insurance, Leadership, Financial Analysis, Business Succession...

Education
Widener University   1987 — 1990
BS

The American College
Enrolled for the designations of CLU®, ChFc®, CFP®

James Ranieri, ChFC® James Ranieri, ChFC® Greater Philadelphia Area Details
James Ranieri, ChFC®'s Creative Financial Group, an office of MetLife Experience September 1994 - Present
Job Financial Services Representative; Financial Advisor at Creative Financial Group, an office of MetLife
Industry Insurance
Experience
Creative Financial Group, an office of MetLife   September 1994 - Present

Skills
Securities, Investments, Investment Advisory..., Mutual Funds, Finance, Retirement Planning, Customer Service, Team Building, Retirement, PowerPoint, New Business Development

Education
Saint Joseph's University   1987 — 1991
BS, Business Management

Haverford High School   1983 — 1986

Brent Sheppard, CRPS® RICP® Brent Sheppard, CRPS® RICP® Greater Philadelphia Area Details
Brent Sheppard, CRPS® RICP®'s Creative Financial Group, an office of MetLife Experience 2007 - Present
Job Financial Services Representative, Financial Adviser at Creative Financial Group, an office of MetLife
Industry Financial Services
Experience
Creative Financial Group, an Office of MetLife   2007 - Present

Education
University of Delaware - Lerner College of Business and Economics
Bachelor of Science, Finance, Economics

Courtney Onisick Courtney Onisick Greater Philadelphia Area Details
Courtney Onisick's Creative Financial Group, an office of MetLife Experience June 2014 - Present
Job Financial Planning Coordinator at Creative Financial Group
Industry Insurance
Experience
Creative Financial Group, an Office of MetLife   June 2014 - Present
Custom Benefit Plans, Insurance Brokerage   January 2013 - June 2014
Asset Management Specialist  September 2012 - January 2013

Skills
Marketing Management, Direct Marketing, Insurance, Marketing, Health Insurance, Life Insurance, B2B Marketing, Brokers, Brand Management, Customer Retention, Account Management, Market Planning, PPC, Proposal Writing

Education
Penn State University   2008 — 2012
Bachelor's degree, Marketing

Daniel Joie, CFP® Daniel Joie, CFP® Newtown Square, Pennsylvania Details
Daniel Joie, CFP®'s Creative Financial Group, an office of MetLife Experience January 2002 - Present
Job Financial Services Representative, Financial Adviser at Creative Financial Group, an office of MetLife
Industry Financial Services
Experience
Creative Financial Group, an office of MetLife   January 2002 - Present
Creative Financial Group  January 2002 - Present

Skills
Retirement, Wealth Management, Retirement Planning, Series 7, Strategic Financial..., Life Insurance, Securities, Customer Service, IRAs, 401k

Education
Rutgers, The State University of New Jersey-Camden
Bachelor of Science (BS), Business Administration and Management, General

College for Financial Planning

Harry Carroll Harry Carroll Greater Philadelphia Area Details
Harry Carroll's Creative Financial Group, an office of MetLife Experience November 2005 - Present
Job Financial Services Representative, Financial Adviser at Creative Financial Group, an office of Metlife
Industry Financial Services
Experience
Creative Financial Group, an office of MetLife   November 2005 - Present
Janney Montgomery Scott  September 1995 - September 2005
Carroll-McIlhinney   September 1992 - September 1995

Education
Rutgers, The State University of New Jersey-New Brunswick   1986 — 1990
B.S., Politcal Science

St. Joseph's Prep High School   1982 — 1986

Walt Timby Walt Timby Greater Philadelphia Area Details
Walt Timby's Creative Financial Group, an office of MetLife Experience November 2002 - Present
Job Financial Services Representative/Financial Advisor at Creative Financial Group, an office of MetLife
Industry Financial Services
Experience
Creative Financial Group, an office of MetLife   November 2002 - Present

Skills
Retirement, Securities, Mutual Funds, Finance, Insurance, Retirement Planning, Series 7, FINRA, Investments, Financial Services, Leadership, Employee Benefits

Education
Fordham University   1995 — 1999
BS, Finance/Marketing

St. Joseph's Prep   1991 — 1995

Stephen Izzi, ChFC Stephen Izzi, ChFC Greater Philadelphia Area Details
Stephen Izzi, ChFC's Creative Financial Group, an office of MetLife Experience August 2007 - Present
Job Financial Services Representative, Financial Adviser at Creative Financial Group, an office of MetLife
Industry Financial Services
Experience
Creative Financial Group, an office of MetLife   August 2007 - Present
Global Indemnity (Penn America Group/ United National Group)   2005 - 2007

Education
The American College   2013 — 2014
CHFC

Pierce College   2001 — 2005
Bachelor of Science (BS) Finance / Management, Finance / Accounting Management

Cardinal O'Hara

Ryan Galloway, ChFC® Ryan Galloway, ChFC® Greater Philadelphia Area Details
Ryan Galloway, ChFC®'s Creative Financial Group, an office of MetLife Experience June 2010 - Present
Job Financial Advisor, Financial Services Representative, at Creative Financial Group, an office of MetLife
Industry Financial Services
Experience
Creative Financial Group, an office of MetLife   June 2010 - Present

Education
University of Delaware   2006 — 2010
Finance

Penncrest High School   2002 — 2006

John Mazzola John Mazzola Greater Philadelphia Area Details
John Mazzola's Creative Financial Group, an office of MetLife Experience January 1985 - Present
Job Financial Services Representative, Senior Partner at Creative Financial Group, an office of MetLife
Industry Insurance
Experience
Creative Financial Group, an office of MetLife   January 1985 - Present

Education
Temple University
Bachelor of Business Administration (B.B.A.)

The American College
The Chartered Life Underwriter and Chartered Financial Consultant

H.Scott Trotter H.Scott Trotter Newtown Square, Pennsylvania Details
H.Scott Trotter's Creative Financial Group, an office of MetLife Experience October 1975 - Present
Job Senior Partner, Financial Services Representative, Financial Advisor at Creative Financial Group, an office of MetLife
Industry Financial Services
Experience
Creative Financial Group, an office of MetLife   October 1975 - Present
82nd Airborne  October 1971 - October 1974

Skills
Retirement Planning, Estate Planning, Succession Planning, Life Insurance, Wealth Management, Retirement, Insurance, Investments, Fixed Annuities, Disability Insurance, Securities, Strategic Financial..., Long Term Care Insurance

Education
University of Pennsylvania   1967 — 1971
BS, Business

St. Georges School   1963 — 1967

Jeffrey Gruehn Jeffrey Gruehn Greater Philadelphia Area Details
Jeffrey Gruehn's Creative Financial Group, an office of MetLife Experience June 1987 - Present
Job Senior Partner, Financial Services Representative, Financial Advisor, Creative Financial Group an office of MetLife
Industry Financial Services
Experience
Creative Financial Group, an office of MetLife   June 1987 - Present

Skills
Investments, Asset Allocation, mutual funds, Trading, insurance, Retirement

Education
University of Maryland College Park   1983 — 1987
Bachelor of Science, Life Sciences