Firstrust Financial Resources

Description

Address: 1818 Market St # 23, Philadelphia, PA 19103 Hours: Closed ⋅ Opens 9AM Mon SundayClosedMonday9AM–5PMTuesday9AM–5PMWednesday9AM–5PMThursday9AM–5PMFriday9AM–5PMSaturdayClosedSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (215) 569-3110: Place name: Website: : Category: : : : : Website: http://www.ffrpro.com/ Category: Insurance agency 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. Questions & answers Ask a questionBe the first to ask a question

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Firstrust Financial Resources Employees

Employee
Years
Job
Industry
Thomas R. Grumbine II Thomas R. Grumbine II Greater Philadelphia Area Details
Thomas R. Grumbine II's Firstrust Financial Resources Experience July 2015 - Present
Job Vice President of Operations at FFR
Industry Insurance
Experience
Firstrust Financial Resources   July 2015 - Present
MetLife  March 2011 - Present
Sovereign Bank Santander   August 2007 - March 2011
Sovereign Bank  August 2006 - October 2007
Beard Miller Company (Consulting)   March 2006 - August 2006
Morgan Stanley  August 2005 - March 2006

Skills
Internal Controls, Auditing, Access, Financial Analysis, Banking, Accounting, Internal Audit, General Ledger, Variance Analysis, Account Reconciliation, Finance, Essbase, Financial Reporting, Corporate Finance, Financial Services, Process Improvement, Strategic Financial..., Analysis, Financial Modeling, Financial Risk, Sarbanes-Oxley Act, Management, Microsoft Excel

Education
Drexel University - College of Business and Administration   1998 — 2003
Bachelor of Business Administration (B.B.A.), Finance Concentration

Muhlenberg High School   1995 — 1998

James DeFelice James DeFelice Flourtown, Pennsylvania Details
James DeFelice's Firstrust Financial Resources Experience July 2014 - August 2014
Job Class of 2015 University of Pittsburgh
Industry Financial Services
Experience
Firstrust Financial Resources   July 2014 - August 2014
MetLife  June 2012 - August 2012

Skills
Finance, Business Ethics, Leadership Development, Economics, Public Speaking, Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel, Principal Investing, Retirement, Mutual Funds, Securities Offerings, Athletics, Automotive

Education
University of Pittsburgh   2011 — 2015

Philadelphia Montgomery Christian Academy   2007 — 2011

Amanda D. West, GBA, LTCP Amanda D. West, GBA, LTCP Greater Philadelphia Area Details
Amanda D. West, GBA, LTCP's Firstrust Financial Resources Experience February 2013 - March 2015
Job Senior Key Account Manager at VantagePoint Benefit Strategies
Industry Insurance
Experience
VantagePoint Benefit Strategies   March 2015 - Present
Firstrust Financial Resources   February 2013 - March 2015
Brown & Brown Consulting  September 2010 - February 2013
Kistler Tiffany Benefits  May 2009 - September 2010
Karr Barth Benefits Group   September 2002 - May 2009

Skills
Health Insurance, Employee Benefits, Benefits Administration, Risk Management, Insurance, Disability Insurance, Brokers

Education
Mary Washington College   1998 — 2002
Bachelor of Arts, Studio Art

Zachary Pogust Zachary Pogust Plymouth Meeting, Pennsylvania Details
Zachary Pogust's Firstrust Financial Resources Experience June 2013 - August 2013
Job Student at University of Pennsylvania Law School
Industry Marketing and Advertising
Experience
Schwarz Mongeluzzi Law LLP   June 2014 - August 2014
Firstrust Financial Resources   June 2013 - August 2013
Square 2 Marketing  June 2012 - August 2012
Green Valley Country Club  June 2010 - August 2011

Skills
Microsoft Excel, PowerPoint, Microsoft Powerpoint, Marketing Strategy, Spanish, Marketing Management, Leadership, Teamwork, Microsoft Office

Education
University of Pennsylvania Law School   2015 — 2018

Bucknell University   2011 — 2015
Bachelor of Science in Business Administration, -Markets, Innovation & Design

Plymouth Whitemarsh High School   2007 — 2011

Dave Mebs Dave Mebs Greater Philadelphia Area Details
Dave Mebs's Firstrust Financial Resources Experience August 2013 - Present
Job Financial Professional at Firstrust Financial Resources
Industry Financial Services
Experience
Firstrust Financial Resources   August 2013 - Present
TD Bank Group  October 2011 - April 2013
The Coca-Cola Company  April 2009 - October 2011

Education
The College of New Jersey   2004 — 2008
Bachelor of Science

Brandon Friday Brandon Friday Greater Philadelphia Area Details
Brandon Friday's Firstrust Financial Resources Experience January 2013 - Present
Job Senior Financial Professional at Firstrust Financial Resources
Industry Financial Services
Experience
Firstrust Financial Resources   January 2013 - Present
AXA Advisors  July 2008 - December 2012

Education
Bucknell University   2004 — 2008
Bachelor of Science in Mechanical Engineering, Mechanical Engineering

St. Joseph's Prep   2000 — 2004

Randy Faulkner Randy Faulkner Greater Philadelphia Area Details
Randy Faulkner's Firstrust Financial Resources Experience March 2011 - September 2012
Job Financial Advisor at Univest Investments, Inc
Industry Financial Services
Experience
Univest Investments, Inc   September 2012 - Present
Firstrust Financial Resources   March 2011 - September 2012
New York Life Insurance Company  April 2009 - February 2011
MCFA  2006 - 2009

Education
Rider University
MBA

Shippensburg University of Pennsylvania
BS, Accounting and Finance

Jacob Long Jacob Long Greater Philadelphia Area Details
Jacob Long's Firstrust Financial Resources Experience June 2014 - Present
Job Financial Professional at Firstrust Financial Resources
Industry Financial Services
Experience
Firstrust Financial Resources   June 2014 - Present
Firstrust Financial Resources   June 2013 - August 2013
The LLB Group  December 2012 - February 2013

Skills
Leadership, Finance, Microsoft Office, PowerPoint, Data Analysis, Portfolio Management, Analysis, Social Media Marketing, Sales, Series 7, Series 66, Life & Health Insurance...

Education
Ithaca College   2010 — 2014
Bachelor of Science (B.S.), Finance, General

Ithaca College

Paul Markowich Paul Markowich Greater Philadelphia Area Details
Paul Markowich's Firstrust Financial Resources Experience August 2004 - Present
Job SVP, Partner at Firstrust Financial Resources
Industry Financial Services
Experience
Firstrust Financial Resources   August 2004 - Present
Protectadoc.com   April 2011 - June 2012
Bright Trading  August 2002 - June 2003

Education
University of Maryland - Robert H. Smith School of Business   1999 — 2003

Retirement Planning Certificate from The Wharton School of The University of Pennsylvania   2010 — 2010
Retirement Planning Specialist

Lower Moreland High School

Christopher Kwon Christopher Kwon Greater Philadelphia Area Details
Christopher Kwon's Firstrust Financial Resources Experience April 2012 - Present
Job Financial Advisor at Firstrust Financial Resources
Industry Financial Services
Experience
Firstrust Financial Resources   April 2012 - Present
BNI: NE Philly Chapter   October 2010 - September 2012
First Investors Corporation  July 2008 - April 2012

Education
University of Pennsylvania   2004 — 2008
Bachelor of Arts, Economics, Music

Eric Markowitz Eric Markowitz Greater Philadelphia Area Details
Eric Markowitz's Firstrust Financial Resources Experience August 1996 - Present
Job Senior Financial Representative at Firstrust Financial Resources
Industry Financial Services
Experience
Firstrust Financial Resources   August 1996 - Present

Education
University of Pittsburgh   1987 — 1991
Bachelor of Applied Science (B.A.Sc.), Economics

Maribeth DeGuiseppi Maribeth DeGuiseppi Allentown, Pennsylvania Area Details
Maribeth DeGuiseppi's Firstrust Financial Resources Experience 2007 - 2009
Job Licensed Real Estate Salesperson at The Frederick Group
Industry Real Estate
Experience
The Frederick Group  October 2012 - Present
QVC  November 2010 - October 2013
Ludwigs Gourmet Catering   2009 - 2012
Firstrust Financial Resources   2007 - 2009
Firstrust Bank  2004 - 2009
Firstrust Bank  2004 - 2009
Bank of America  June 1999 - 2004

Skills
Marketing, Event Planning, Public Relations, Marketing Communications, Social Media Marketing, Public Speaking, Management, Customer Service, Budgets, Trade Shows, Event Management, Business Development, Press Releases, Leadership, Social Networking, Strategic Planning, Banking, Project Management, Email Marketing, Training, Advertising, Sales, Real Estate

Education
Scott-White Real Estate Institute   2012 — 2012
License, Real Estate

Penn State University
Management Certification

West Chester University of Pennsylvania
B.A., Communications

Jacob Barron Jacob Barron Greater Philadelphia Area Details
Jacob Barron's Firstrust Financial Resources Experience June 2013 - August 2013
Job Business Analyst at Pep Boys
Industry Financial Services
Experience
Pep Boys  June 2014 - Present
Firstrust Financial Resources   June 2013 - August 2013
Diffinity Genomics  July 2012 - August 2012
STARR RESTAURANTS  April 2010 - May 2010

Skills
Teamwork, PowerPoint, Microsoft Word, Microsoft Excel, Financial Analysis, English, Accounting, Statistics, Leadership, Event Planning, Outlook, Data Analysis

Education
University of Rochester   2010 — 2014
BA, Financial Economics, Mathematics Minor

Universidad Pablo de Olavide
Study Abroad, Junior Fall Semester

Friends Central High School   2006 — 2010

Rob McAllister Rob McAllister Greater Philadelphia Area Details
Rob McAllister's Firstrust Financial Resources Experience May 2004 - July 2013
Job Increasing profits by solving problems with software designed by you and specifically for your business needs.
Industry Computer Software
Experience
Specific Software Solutions Inc   October 2014 - Present
First Cornerstone Bank  July 2013 - December 2014
Firstrust Bank  June 2004 - July 2013
Firstrust Financial Resources   May 2004 - July 2013

Skills
Loans, Investments, Banking, Retail Banking, Finance, Commercial Lending, Retirement Planning, Real Estate, Small Business, Securities, Estate Planning, Financial Risk, Life Insurance, Customer Satisfaction, Small Business Lending, Credit, Commercial Banking, Consumer Lending

Education
Kutztown University of Pennsylvania   1998 — 2002
BSBA, Management and Finance

Elizabeth Krueger Elizabeth Krueger Greater Philadelphia Area Details
Elizabeth Krueger's Firstrust Financial Resources Experience June 2010 - August 2010
Job Supervisor at Vanguard
Industry Financial Services
Experience
Vanguard  October 2014 - Present
Vanguard  July 2013 - Present
Vanguard  October 2012 - July 2013
Vanguard  June 2011 - October 2012
Gettysburg College Management Department   August 2008 - May 2011
Firstrust Financial Resources   June 2010 - August 2010
Siemens Energy and Automation  June 2009 - August 2009

Skills
CRM, Investments, Leadership, Strategic Financial..., Sales, Project Management, Asset Management, Analysis, Series 63

Education
Saint Joseph's University   2014 — 2017
Master of Business Administration (MBA)

Gettysburg College   2007 — 2011
Bachelor of Arts

Ruprecht-Karls-Universität Heidelberg