Swarthmore Financial Services
Description
Address: 15 Reads Way #210, New Castle, DE 19720 Hours: Closed ⋅ Opens 8AM Mon SundayClosedMonday8AM–6PMTuesday8AM–6PMWednesday8AM–6PMThursday8AM–6PMFriday8AM–6PMSaturdayClosedSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (302) 325-0700: : : Category: : Website: Place name: : : Website: http://www.swarthmorefinancial.com/ Category: Financial Planner 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 Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Swarthmore Financial Services Posting publicly on the Web Write a review Reviews Be the first to review
Swarthmore Financial Services List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Swarthmore Financial Services. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Swarthmore Financial Services Employees
Employee
Years
Job
Industry
Christopher J. Metkiff Christopher J. Metkiff's Swarthmore Financial Services Experience June 2006 - Present
Job Vice President at Swarthmore Financial Services I Wealth Manager I Corporate Benefits
Industry Financial Services
Experience
Swarthmore Financial Services June 2006 - Present
Skills
Estate Tax Planning, Asset Protection, Retirement, Investments, Retirement Planning, College Education..., Life Insurance, Disability Insurance, Long Term Care Insurance, Personal Financial...
Education
University of Delaware 2002 — 2006
B.A, Mathematics
Kellenberg Memorial High School 1998 — 2002
High School
Swarthmore Financial Services June 2006 - Present
Skills
Estate Tax Planning, Asset Protection, Retirement, Investments, Retirement Planning, College Education..., Life Insurance, Disability Insurance, Long Term Care Insurance, Personal Financial...
Education
University of Delaware 2002 — 2006
B.A, Mathematics
Kellenberg Memorial High School 1998 — 2002
High School
Andre Howard Andre Howard's Swarthmore Financial Services Experience January 2012 - Present
Job Financial Services Professional at Swarthmore Financial Services
Industry Financial Services
Experience
Swarthmore Financial Services January 2012 - Present
Hart Sports Management September 2001 - June 2011
Education
St. Joseph's University 1998 — 2000
Bachelor of Business Administration (B.B.A.), Finance, General
University of Pittsburgh 1995 — 1997
Overbrook High school
Swarthmore Financial Services January 2012 - Present
Hart Sports Management September 2001 - June 2011
Education
St. Joseph's University 1998 — 2000
Bachelor of Business Administration (B.B.A.), Finance, General
University of Pittsburgh 1995 — 1997
Overbrook High school
Stephanie Records Stephanie Records's Swarthmore Financial Services Experience July 2012 - July 2013
Job Benefits Consultant/Client Manager at IFS Benefits, LLC
Industry Financial Services
Experience
IFS Benefits, LLC May 2014 - Present
Lyons Companies December 2013 - May 2014
Delaware Employee Benefits Exchange July 2013 - November 2013
Swarthmore Financial Services July 2012 - July 2013
Colonial Life November 2008 - September 2012
Skills
Employee Benefits, Term Life Insurance, Disability Insurance, Recruiting, Life Insurance, Long-term Care, Insurance, Account Management, Small Business, Financial Services, Health Insurance, Critical Illness, Sales, Brokers, Whole Life, Accident, Personal Training, Health Savings Accounts, Voluntary Employee..., Long Term Care Insurance, Universal Life, Retirement, Accident Insurance, Retirement Planning, Volunteer Management, Community Outreach, Volunteering, Non-profit Leadership, Community Engagement, Community Development
Education
University of Delaware
Psychology
Wilmington College
Behavioral Science
IFS Benefits, LLC May 2014 - Present
Lyons Companies December 2013 - May 2014
Delaware Employee Benefits Exchange July 2013 - November 2013
Swarthmore Financial Services July 2012 - July 2013
Colonial Life November 2008 - September 2012
Skills
Employee Benefits, Term Life Insurance, Disability Insurance, Recruiting, Life Insurance, Long-term Care, Insurance, Account Management, Small Business, Financial Services, Health Insurance, Critical Illness, Sales, Brokers, Whole Life, Accident, Personal Training, Health Savings Accounts, Voluntary Employee..., Long Term Care Insurance, Universal Life, Retirement, Accident Insurance, Retirement Planning, Volunteer Management, Community Outreach, Volunteering, Non-profit Leadership, Community Engagement, Community Development
Education
University of Delaware
Psychology
Wilmington College
Behavioral Science
Fang Wei Fang Wei's Swarthmore Financial Services Experience March 2014 - Present
Job Financial Services Professional at Swarthmore Financial Services
Industry Financial Services
Experience
Swarthmore Financial Services March 2014 - Present
City Real Estate Investment Corp. June 2012 - March 2014
City Real Estate Investment June 2012 - February 2014
Skills
Financial Analysis, Microsoft Office, Wealth Management, Insurance, Analysis, Strategic Financial..., Customer Service, Microsoft Word
Education
Saint Joseph's University 2011 — 2012
Master of Science (MS), Financial Services
Changchun Taxation College 2006 — 2010
Bachelor of Science (BS), E-Commerce/Electronic Commerce
Swarthmore Financial Services March 2014 - Present
City Real Estate Investment Corp. June 2012 - March 2014
City Real Estate Investment June 2012 - February 2014
Skills
Financial Analysis, Microsoft Office, Wealth Management, Insurance, Analysis, Strategic Financial..., Customer Service, Microsoft Word
Education
Saint Joseph's University 2011 — 2012
Master of Science (MS), Financial Services
Changchun Taxation College 2006 — 2010
Bachelor of Science (BS), E-Commerce/Electronic Commerce
Cheryl Blakey Cheryl Blakey's Swarthmore Financial Services Experience December 2011 - February 2014
Job Associate Financial Consultant at Susquehanna Wealth Strategies
Industry Financial Services
Experience
Susquehanna Wealth Strategies February 2014 - Present
Swarthmore Financial Services December 2011 - February 2014
PDM, Incorporated December 2010 - July 2011
Contract Veterinary Sales November 2005 - March 2009
IDEXX Laboratories March 2002 - November 2005
Nestle Purina January 1997 - March 2002
PDM, Incorporated October 1990 - January 1997
Education
University of Delaware 1980 — 1983
BSBA, Marketing, Economics & Finance
Brand
Brandywine High School
Susquehanna Wealth Strategies February 2014 - Present
Swarthmore Financial Services December 2011 - February 2014
PDM, Incorporated December 2010 - July 2011
Contract Veterinary Sales November 2005 - March 2009
IDEXX Laboratories March 2002 - November 2005
Nestle Purina January 1997 - March 2002
PDM, Incorporated October 1990 - January 1997
Education
University of Delaware 1980 — 1983
BSBA, Marketing, Economics & Finance
Brand
Brandywine High School
John Carpani John Carpani's Swarthmore Financial Services Experience September 2013 - February 2014
Job Financial Services Professional
Industry Financial Services
Experience
Lighthouse Planning Consultants March 2014 - October 2014
Swarthmore Financial Services September 2013 - February 2014
Cabot Lodge May 2012 - August 2012
DVFG Advisors, LLC 2010 - May 2012
PNC Investments 2007 - 2010
Merrill Lynch 2006 - 2007
Skills
Estate Planning, Succession Planning, Long-term Care, Financial Planning, Investments, Life Insurance Planning, 401 K Rollovers, Group Benefits
Education
Temple University 2000 — 2004
B.A., Mathematical Economics
Methacton
visitation
Lighthouse Planning Consultants March 2014 - October 2014
Swarthmore Financial Services September 2013 - February 2014
Cabot Lodge May 2012 - August 2012
DVFG Advisors, LLC 2010 - May 2012
PNC Investments 2007 - 2010
Merrill Lynch 2006 - 2007
Skills
Estate Planning, Succession Planning, Long-term Care, Financial Planning, Investments, Life Insurance Planning, 401 K Rollovers, Group Benefits
Education
Temple University 2000 — 2004
B.A., Mathematical Economics
Methacton
visitation
Ford Downes Ford Downes's Swarthmore Financial Services Experience November 2014 - Present
Job Financial Services Professional at Swarthmore Financial Services
Industry Financial Services
Experience
Swarthmore Financial Services November 2014 - Present
Metropolitan Life November 2012 - November 2014
Aflac January 2010 - October 2012
Capano Homes Inc. February 2005 - March 2010
Skills
Insurance, Commercial Insurance, Disability Insurance, Sales, Property & Casualty..., Customer Service, Leadership, Team Building, Sales Management, Life Insurance, Negotiation, Retirement, Account Management
Education
University of Delaware 1998 — 2002
Sigma Nu Fraternity
Smyrna High School 1995 — 1998
Mathematics
Swarthmore Financial Services November 2014 - Present
Metropolitan Life November 2012 - November 2014
Aflac January 2010 - October 2012
Capano Homes Inc. February 2005 - March 2010
Skills
Insurance, Commercial Insurance, Disability Insurance, Sales, Property & Casualty..., Customer Service, Leadership, Team Building, Sales Management, Life Insurance, Negotiation, Retirement, Account Management
Education
University of Delaware 1998 — 2002
Sigma Nu Fraternity
Smyrna High School 1995 — 1998
Mathematics
James Dever James Dever's Swarthmore Financial Services Experience May 2014 - August 2014
Job Client Service Associate at JPMorgan Chase & Co.
Industry Financial Services
Experience
JPMorgan Chase & Co. June 2015 - Present
JPMorgan Chase & Co. October 2014 - June 2015
Delaware State District Representatives Office September 2014 - January 2015
Swarthmore Financial Services May 2014 - August 2014
Brandywine School District August 2010 - December 2013
Skills
Finance, Communication, Analysis, Financial Services, Public Speaking, Microsoft Office, Research, Leadership, Social Media, Investments, Policy Analysis, Public Policy, Project Management, Political Risk Analysis, Political Consulting, Organization Skills, Portfolio Management, Asset Management, Microsoft Excel
Education
University of Delaware 2010 — 2015
Bachelor's Degree, Political Science and Government/Public Policy
University of Delaware 2010 — 2012
Associate's Degree, Liberal Arts and Sciences/Liberal Studies
JPMorgan Chase & Co. June 2015 - Present
JPMorgan Chase & Co. October 2014 - June 2015
Delaware State District Representatives Office September 2014 - January 2015
Swarthmore Financial Services May 2014 - August 2014
Brandywine School District August 2010 - December 2013
Skills
Finance, Communication, Analysis, Financial Services, Public Speaking, Microsoft Office, Research, Leadership, Social Media, Investments, Policy Analysis, Public Policy, Project Management, Political Risk Analysis, Political Consulting, Organization Skills, Portfolio Management, Asset Management, Microsoft Excel
Education
University of Delaware 2010 — 2015
Bachelor's Degree, Political Science and Government/Public Policy
University of Delaware 2010 — 2012
Associate's Degree, Liberal Arts and Sciences/Liberal Studies
Tyler Simmons Tyler Simmons's Swarthmore Financial Services Experience December 2013 - March 2014
Job Professional Business Employee
Industry Professional Training & Coaching
Experience
The Windermere Club June 2014 - June 2015
Cobblestone Park Tennis April 2014 - July 2014
Swarthmore Financial Services December 2013 - March 2014
Northwestern Mutual March 2013 - December 2013
Cherry Hill Health & Racquet Club November 2012 - April 2013
City of Tallahassee February 2012 - October 2012
Island View Casino Resort July 2011 - September 2011
Tommy Childress Construction May 2011 - August 2011
Harbor View Cafe January 2011 - April 2011
First State Detailing September 2007 - March 2010
Skills
Public Speaking, Customer Service, Microsoft Excel, Coaching, Event Planning, PowerPoint, Microsoft Office, Microsoft Word, Outlook, Social Media, Fundraising, Event Management, Social Networking, Marketing, Sales, Sports Marketing, Sports Management, Motivational Speaking, Team Leadership, Professional Services, Sports, Insurance, Team Building, Program Management, Leadership, Advertising, Teamwork, Training, Strategic Planning, Budgets, Public Relations, Social Media Marketing, Customer Satisfaction, Time Management, Marketing Strategy, Contract Negotiation
Education
University of Southern Mississippi 2011 — 2012
Construction Engineering
Hancock High School 2010 — 2010
St. Marks High School 2006 — 2010
The Windermere Club June 2014 - June 2015
Cobblestone Park Tennis April 2014 - July 2014
Swarthmore Financial Services December 2013 - March 2014
Northwestern Mutual March 2013 - December 2013
Cherry Hill Health & Racquet Club November 2012 - April 2013
City of Tallahassee February 2012 - October 2012
Island View Casino Resort July 2011 - September 2011
Tommy Childress Construction May 2011 - August 2011
Harbor View Cafe January 2011 - April 2011
First State Detailing September 2007 - March 2010
Skills
Public Speaking, Customer Service, Microsoft Excel, Coaching, Event Planning, PowerPoint, Microsoft Office, Microsoft Word, Outlook, Social Media, Fundraising, Event Management, Social Networking, Marketing, Sales, Sports Marketing, Sports Management, Motivational Speaking, Team Leadership, Professional Services, Sports, Insurance, Team Building, Program Management, Leadership, Advertising, Teamwork, Training, Strategic Planning, Budgets, Public Relations, Social Media Marketing, Customer Satisfaction, Time Management, Marketing Strategy, Contract Negotiation
Education
University of Southern Mississippi 2011 — 2012
Construction Engineering
Hancock High School 2010 — 2010
St. Marks High School 2006 — 2010
Ian Hoff Ian Hoff's Swarthmore Financial Services Experience August 2013 - Present
Job Financial Services Professional at Swarthmore Financial Services
Industry Financial Services
Experience
Swarthmore Financial Services August 2013 - Present
PYO Jackie Robinson Tee-Ball League March 2013 - Present
Mercedes Benz of Fort Washington August 2012 - August 2013
Germantown Academy February 2013 - June 2013
Education
University of Delaware 2010 — 2012
Bachelor of Arts (BA), Sociology
University of Oregon 2009 — 2010
Sociology
Ohlone College 2007 — 2009
Associate's degree, General Studies
Swarthmore Financial Services August 2013 - Present
PYO Jackie Robinson Tee-Ball League March 2013 - Present
Mercedes Benz of Fort Washington August 2012 - August 2013
Germantown Academy February 2013 - June 2013
Education
University of Delaware 2010 — 2012
Bachelor of Arts (BA), Sociology
University of Oregon 2009 — 2010
Sociology
Ohlone College 2007 — 2009
Associate's degree, General Studies
Christopher White, MBA Christopher White, MBA's Swarthmore Financial Services Experience December 2008 - March 2011
Job Program Director
Industry Mental Health Care
Experience
Gaudenzia, Inc. February 2013 - Present
Eastern University January 2012 - Present
Swarthmore Financial Services December 2008 - March 2011
New Life Youth and Family Services January 2008 - January 2009
Gaudenzia May 2005 - January 2008
DCIU Head Start 2004 - 2005
Skills
Program Development, Group Therapy, Crisis Intervention, Social Services, Mental Health, Case Managment, Public Speaking, Psychotherapy, Career Counseling, Event Planning, Community Outreach, Nonprofits, Interventions, Training, Mental Health Counseling, Staff Development, Psychology, Conflict Resolution, Workshop Facilitation, Program Evaluation, Healthcare, CBT, Resume Writing, Grant Writing, Motivational..., Behavioral Health, Counseling Psychology, Leadership Development, Youth Development, Volunteer Management, Family Therapy, Case Management
Education
Wilmington University 2008 — 2010
MBA, Business Administration
Immaculata University 2002 — 2006
MA, Psychology
Widener University 1999 — 2002
BA, Psychology
Christian Academy
Gaudenzia, Inc. February 2013 - Present
Eastern University January 2012 - Present
Swarthmore Financial Services December 2008 - March 2011
New Life Youth and Family Services January 2008 - January 2009
Gaudenzia May 2005 - January 2008
DCIU Head Start 2004 - 2005
Skills
Program Development, Group Therapy, Crisis Intervention, Social Services, Mental Health, Case Managment, Public Speaking, Psychotherapy, Career Counseling, Event Planning, Community Outreach, Nonprofits, Interventions, Training, Mental Health Counseling, Staff Development, Psychology, Conflict Resolution, Workshop Facilitation, Program Evaluation, Healthcare, CBT, Resume Writing, Grant Writing, Motivational..., Behavioral Health, Counseling Psychology, Leadership Development, Youth Development, Volunteer Management, Family Therapy, Case Management
Education
Wilmington University 2008 — 2010
MBA, Business Administration
Immaculata University 2002 — 2006
MA, Psychology
Widener University 1999 — 2002
BA, Psychology
Christian Academy
Max Lombardo Max Lombardo's Swarthmore Financial Services Experience November 2014 - Present
Job Financial Services Professional at Swarthmore Financial Services
Industry Financial Services
Experience
Swarthmore Financial Services November 2014 - Present
Bankers Life and Casualty Company June 2014 - November 2014
Deltronica Music Club at UD December 2011 - February 2014
Sigma Pi Fraternity February 2013 - December 2013
Lisa's Italian Restaurant May 2013 - August 2013
Uncle Bill's Pancake House December 2009 - August 2012
Skills
Leadership, Sales Prospecting, Relationship Building, Client Presentation, Interpersonal Skills, Client Relations, Financial Services, Public Speaking, Goal Analysis, Social Psychology, Life Insurance, Communication, Microsoft Office (Word,..., Team Building, Team Leadership, Social Media (Facebook,..., Digital Audio..., Customer Service, Event Planning, Research, Social Networking, Time Management, Photoshop, Teamwork, Event Management, Public Relations, Marketing, Social Media Marketing, Health Insurance, Creative Solutions, Microsoft Office
Education
University of Delaware 2011 — 2015
Bachelor of Arts (B.A.), Interpersonal Communications
Ocean City High School 2009 — 2011
Conestoga High School 2007 — 2009
Swarthmore Financial Services November 2014 - Present
Bankers Life and Casualty Company June 2014 - November 2014
Deltronica Music Club at UD December 2011 - February 2014
Sigma Pi Fraternity February 2013 - December 2013
Lisa's Italian Restaurant May 2013 - August 2013
Uncle Bill's Pancake House December 2009 - August 2012
Skills
Leadership, Sales Prospecting, Relationship Building, Client Presentation, Interpersonal Skills, Client Relations, Financial Services, Public Speaking, Goal Analysis, Social Psychology, Life Insurance, Communication, Microsoft Office (Word,..., Team Building, Team Leadership, Social Media (Facebook,..., Digital Audio..., Customer Service, Event Planning, Research, Social Networking, Time Management, Photoshop, Teamwork, Event Management, Public Relations, Marketing, Social Media Marketing, Health Insurance, Creative Solutions, Microsoft Office
Education
University of Delaware 2011 — 2015
Bachelor of Arts (B.A.), Interpersonal Communications
Ocean City High School 2009 — 2011
Conestoga High School 2007 — 2009
Kyle McGrory's Swarthmore Financial Services Experience January 2013 - September 2013
Job Engineering, Finance, and Accounting Recruiter at The Judge Group
Industry Staffing and Recruiting
Experience
The Judge Group May 2015 - Present
CubeSmart September 2013 - May 2015
Phans of Philly April 2010 - April 2014
Jano's Italian Pizza Kitchen April 2008 - October 2013
Swarthmore Financial Services January 2013 - September 2013
Kforce January 2012 - May 2012
Barnaby's of America August 2011 - February 2012
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Entrepreneurship, Work in A Fast Paced..., QuickBooks, Insurance, Time Management, Marketing, Customer Service, Research, Sales, Human Resources, PowerPoint, Analysis, Recruiting, Leadership, Financial Analysis, Social Media, Data Analysis, Management, Finance, Account Reconciliation
Education
West Chester University of Pennsylvania 2010 — 2013
Finance, Accounting, Finance
Delaware County Community College 2007 — 2009
Business Administration
Upper Darby High School 2003 — 2007
The Judge Group May 2015 - Present
CubeSmart September 2013 - May 2015
Phans of Philly April 2010 - April 2014
Jano's Italian Pizza Kitchen April 2008 - October 2013
Swarthmore Financial Services January 2013 - September 2013
Kforce January 2012 - May 2012
Barnaby's of America August 2011 - February 2012
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Entrepreneurship, Work in A Fast Paced..., QuickBooks, Insurance, Time Management, Marketing, Customer Service, Research, Sales, Human Resources, PowerPoint, Analysis, Recruiting, Leadership, Financial Analysis, Social Media, Data Analysis, Management, Finance, Account Reconciliation
Education
West Chester University of Pennsylvania 2010 — 2013
Finance, Accounting, Finance
Delaware County Community College 2007 — 2009
Business Administration
Upper Darby High School 2003 — 2007
Melie Sia-Kadava Melie Sia-Kadava's Swarthmore Financial Services Experience February 2015 - Present
Job Financial Services Professional at Swarthmore Financial Services
Industry Financial Services
Experience
Access-Quick Services, LLP September 2012 - Present
Power-UpYourMindSet.Info November 2014 - Present
Swarthmore Financial Services February 2015 - Present
Excelsior Lifestyle Management, LLC September 2013 - November 2014
World Financial Group (WFG) April 2010 - November 2014
CVS Pharmacy September 2008 - June 2012
Baltimore City Public School System August 2005 - December 2011
Legal Shield (formerly Pre-Paid Legal Services, Inc.) September 2010 - March 2011
Skills
Strategic Planning, Team Building, Public Speaking, Management, Marketing, Coaching, Training, Entrepreneurship, Curriculum Design, Curriculum Development, Customer Service, Small Business, Teaching, New Business Development, Project Management, Microsoft Office, Personality Development..., Motivational Speaking, Networking Recruitment
Education
University of Phoenix 2012 — 2013
Masters in Business Administration, Business Administration and Management, General, GPA 3.5
University of Maryland Eastern Shore 2009 — 2010
Career Technology Teaching Certificate, Career Tech Educator- Pharmacy Technology
Coppin State University 2007 — 2008
Certificate for Teaching English for Technology, Advance English for Technology, GPA 3.7
Philippine Normal University 2002 — 2004
Masters of Arts in Education, Special Education and School Psychology
University of San Carlos 1974 — 1978
Bachelor of Science (B.Sc.), Pharmacy
Access-Quick Services, LLP September 2012 - Present
Power-UpYourMindSet.Info November 2014 - Present
Swarthmore Financial Services February 2015 - Present
Excelsior Lifestyle Management, LLC September 2013 - November 2014
World Financial Group (WFG) April 2010 - November 2014
CVS Pharmacy September 2008 - June 2012
Baltimore City Public School System August 2005 - December 2011
Legal Shield (formerly Pre-Paid Legal Services, Inc.) September 2010 - March 2011
Skills
Strategic Planning, Team Building, Public Speaking, Management, Marketing, Coaching, Training, Entrepreneurship, Curriculum Design, Curriculum Development, Customer Service, Small Business, Teaching, New Business Development, Project Management, Microsoft Office, Personality Development..., Motivational Speaking, Networking Recruitment
Education
University of Phoenix 2012 — 2013
Masters in Business Administration, Business Administration and Management, General, GPA 3.5
University of Maryland Eastern Shore 2009 — 2010
Career Technology Teaching Certificate, Career Tech Educator- Pharmacy Technology
Coppin State University 2007 — 2008
Certificate for Teaching English for Technology, Advance English for Technology, GPA 3.7
Philippine Normal University 2002 — 2004
Masters of Arts in Education, Special Education and School Psychology
University of San Carlos 1974 — 1978
Bachelor of Science (B.Sc.), Pharmacy
John Michael Payne John Michael Payne's Swarthmore Financial Services Experience June 2015 - Present
Job Financial Services Professional at Swarthmore Financial Services
Industry Financial Services
Experience
Swarthmore Financial Services June 2015 - Present
Cash Connect September 2014 - May 2015
Payne Capital Management, LLC April 2014 - August 2014
University of Delaware January 2011 - January 2013
Skills
Finance, Retirement, Investments, Financial Services
Education
University of Delaware 2011 — 2015
University of Delaware
Bachelor of Science, Economics
Swarthmore Financial Services June 2015 - Present
Cash Connect September 2014 - May 2015
Payne Capital Management, LLC April 2014 - August 2014
University of Delaware January 2011 - January 2013
Skills
Finance, Retirement, Investments, Financial Services
Education
University of Delaware 2011 — 2015
University of Delaware
Bachelor of Science, Economics
Anthony Del Grippo Anthony Del Grippo's Swarthmore Financial Services Experience March 2011 - March 2012
Job Assistant Purchasing Manger at J.G. Wentworth
Industry Financial Services
Experience
J.G. Wentworth December 2012 - Present
Swarthmore Financial Services March 2011 - March 2012
Mocean Wave Runners May 2005 - September 2010
Education
Neumann University 2005 — 2009
Bachelor's Degree, Sports Management
J.G. Wentworth December 2012 - Present
Swarthmore Financial Services March 2011 - March 2012
Mocean Wave Runners May 2005 - September 2010
Education
Neumann University 2005 — 2009
Bachelor's Degree, Sports Management
Carol Harley Carol Harley's Swarthmore Financial Services Experience November 2012 - February 2013
Job Transaction Processing Manager ADR's at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase March 2014 - Present
Capital Management Services, Inc. February 2013 - January 2014
Swarthmore Financial Services November 2012 - February 2013
Susquehanna International Group September 1995 - August 2012
Skills
Licensed Life & Health..., Series 7, series 63, Microsoft Excel, Access, Morningstar, Bloomberg, Account Reconciliation, Customer Service, Process Improvement, Microsoft Office, Derivatives, Leadership, Financial Services
Education
Drexel University - College of Business and Administration 1998 — 2004
Master of Business Administration (MBA), Decision Sciences
Drexel University - College of Business and Administration 1991 — 1997
Bachelor of Business Administration (B.B.A.), Finance, General
JPMorgan Chase March 2014 - Present
Capital Management Services, Inc. February 2013 - January 2014
Swarthmore Financial Services November 2012 - February 2013
Susquehanna International Group September 1995 - August 2012
Skills
Licensed Life & Health..., Series 7, series 63, Microsoft Excel, Access, Morningstar, Bloomberg, Account Reconciliation, Customer Service, Process Improvement, Microsoft Office, Derivatives, Leadership, Financial Services
Education
Drexel University - College of Business and Administration 1998 — 2004
Master of Business Administration (MBA), Decision Sciences
Drexel University - College of Business and Administration 1991 — 1997
Bachelor of Business Administration (B.B.A.), Finance, General
Joseph Midili Joseph Midili's Swarthmore Financial Services Experience January 2015 - Present
Job Financial Services Professional at Swarthmore Financial Services
Industry Financial Services
Experience
Swarthmore Financial Services January 2015 - Present
Homeward Residential, Inc. October 2011 - December 2014
Midili Financial Services, LLC March 2010 - December 2014
GMAC Mortgage June 2010 - October 2011
Northwestern Mutual August 2009 - April 2010
Skills
Disability Insurance, Life Insurance, Business Development, Financial Services, Life & Health Insurance..., Term Life Insurance, Permanent Life Insurance, Fixed Annuities, Long Term Care Insurance
Education
Rutgers, The State University of New Jersey-Camden 2003 — 2008
Bachelor of Science, Economics
Swarthmore Financial Services January 2015 - Present
Homeward Residential, Inc. October 2011 - December 2014
Midili Financial Services, LLC March 2010 - December 2014
GMAC Mortgage June 2010 - October 2011
Northwestern Mutual August 2009 - April 2010
Skills
Disability Insurance, Life Insurance, Business Development, Financial Services, Life & Health Insurance..., Term Life Insurance, Permanent Life Insurance, Fixed Annuities, Long Term Care Insurance
Education
Rutgers, The State University of New Jersey-Camden 2003 — 2008
Bachelor of Science, Economics
Daniel Spinosa Daniel Spinosa's Swarthmore Financial Services Experience January 2015 - July 2015
Job Capital One Investing
Industry Financial Services
Experience
Swarthmore Financial Services January 2015 - July 2015
New York Life Insurance Company August 2011 - December 2014
University of Delaware August 2008 - July 2011
University of Delaware August 2003 - May 2008
Skills
Life insurance planning, Estate Planning, Higher Education, Teaching Skills, Retirement Planning, Team Leadership, College fund planning, Life Insurance, Teaching, Fixed Annuities, Employee Benefits, Customer Service, Mutual Funds, Budgets, Securities, Strategic Financial..., Retirement, Finance, Insurance, Financial Planning, Microsoft Office, Public Speaking
Education
University of Delaware 2008 — 2011
Master of Arts (M.A.), Geography
University of Delaware 2003 — 2008
Bachelor of Arts (B.A.), History
Swarthmore Financial Services January 2015 - July 2015
New York Life Insurance Company August 2011 - December 2014
University of Delaware August 2008 - July 2011
University of Delaware August 2003 - May 2008
Skills
Life insurance planning, Estate Planning, Higher Education, Teaching Skills, Retirement Planning, Team Leadership, College fund planning, Life Insurance, Teaching, Fixed Annuities, Employee Benefits, Customer Service, Mutual Funds, Budgets, Securities, Strategic Financial..., Retirement, Finance, Insurance, Financial Planning, Microsoft Office, Public Speaking
Education
University of Delaware 2008 — 2011
Master of Arts (M.A.), Geography
University of Delaware 2003 — 2008
Bachelor of Arts (B.A.), History
Do Hee Kim, CFBS Do Hee Kim, CFBS's Swarthmore Financial Services Experience Loan Serving ClerkWells FargoJanuary 2001 - May 2005
Job Financial Services Professional at Swarthmore Financial Services
Industry Financial Services
Experience
Swarthmore Financial Services Loan Serving ClerkWells FargoJanuary 2001 - May 2005
Education
University of Delaware
Bachelor of Science (BS), Economics
Swarthmore Financial Services Loan Serving ClerkWells FargoJanuary 2001 - May 2005
Education
University of Delaware
Bachelor of Science (BS), Economics
Matthew P. Galati Matthew P. Galati's Swarthmore Financial Services Experience August 2013 - January 2014
Job Analyst | Data Integrity Group at BlackRock
Industry Financial Services
Experience
BlackRock June 2014 - Present
Swarthmore Financial Services August 2013 - January 2014
Huntington Learning Center September 2008 - September 2013
Elkton Middle School October 2010 - June 2011
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Finance, Statistics, Analysis, Data Analysis, Higher Education, Public Speaking, Research, Financial Analysis, Teamwork, Bloomberg
Education
University of Delaware - Lerner College of Business and Economics 2012 — 2013
Master of Science (MS), Finance, General
University of Delaware 2004 — 2008
Bachelor of Arts (BA), Secondary Math Education
BlackRock June 2014 - Present
Swarthmore Financial Services August 2013 - January 2014
Huntington Learning Center September 2008 - September 2013
Elkton Middle School October 2010 - June 2011
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Finance, Statistics, Analysis, Data Analysis, Higher Education, Public Speaking, Research, Financial Analysis, Teamwork, Bloomberg
Education
University of Delaware - Lerner College of Business and Economics 2012 — 2013
Master of Science (MS), Finance, General
University of Delaware 2004 — 2008
Bachelor of Arts (BA), Secondary Math Education
Hubert Allen Leach's Swarthmore Financial Services Experience June 2015 - Present
Job Financial Services Professional at Swarthmore Financial Services
Industry Insurance
Experience
Swarthmore Financial Services June 2015 - Present
HAL, INC. January 2002 - June 2015
Skills
Strategic Planning, New Business Development, Project Management, Business Development, Wordpress, WordPress, Microsoft Office, Entrepreneurship, Program Management, Vendor Management, Process Improvement, Management, Microsoft Excel, Change Management, SaaS, Contract Negotiation, Team Building, Business Planning, Business Process..., Training, Account Management, Business Analysis, Team Leadership, Operations Management, Salesforce.com
Education
Temple University
Swarthmore Financial Services June 2015 - Present
HAL, INC. January 2002 - June 2015
Skills
Strategic Planning, New Business Development, Project Management, Business Development, Wordpress, WordPress, Microsoft Office, Entrepreneurship, Program Management, Vendor Management, Process Improvement, Management, Microsoft Excel, Change Management, SaaS, Contract Negotiation, Team Building, Business Planning, Business Process..., Training, Account Management, Business Analysis, Team Leadership, Operations Management, Salesforce.com
Education
Temple University
Andrew Shivetts's Swarthmore Financial Services Experience January 2011 - January 2012
Job Marketing Rep at Philadelphia Insurance Companies
Industry Insurance
Experience
Philadelphia Insurance Companies May 2012 - July 2015
Swarthmore Financial Services January 2011 - January 2012
Skills
Marketing, Insurance, Sales, Customer Service, Underwriting, Property & Casualty..., Financial Analysis, Investments, Microsoft Excel
Education
The Catholic University of America 2004 — 2009
B.S.B.A, Finance
Springfield
Philadelphia Insurance Companies May 2012 - July 2015
Swarthmore Financial Services January 2011 - January 2012
Skills
Marketing, Insurance, Sales, Customer Service, Underwriting, Property & Casualty..., Financial Analysis, Investments, Microsoft Excel
Education
The Catholic University of America 2004 — 2009
B.S.B.A, Finance
Springfield
Valeria Stefanovich's Swarthmore Financial Services Experience May 2009 - May 2010
Job Risk Management/ Compliance Analyst at Flagship Credit Acceptance
Industry Financial Services
Experience
Flagship Credit Acceptance February 2014 - Present
Freelance Translator/Interpreter ( Russian/English, English/Russian) May 2001 - Present
Freedom Mortgage October 2012 - February 2014
National Language Service Corps 2012 - 2014
National Language Service Corps 2012 - 2014
Bank of America September 2010 - September 2012
Swarthmore Financial Services May 2009 - May 2010
Wilmington Trust September 2008 - May 2009
Atlantic Sands Hotel & Conference Center May 2001 - May 2009
Skills
Management, Microsoft Excel, Risk Management, Microsoft Office, Customer Service, Budgets, Access, Public Speaking, Microsoft Word, Insurance, PowerPoint, Budget, Business Analysis, SAS, Statistical Data...
Education
University of Delaware 2007 — 2010
MBA/Finance, MBA Finance
Minsk State Linquistic University 1994 — 1998
Bachelor of Arts (B.A.), Foreign Languages/ Translation-Interpretation
Flagship Credit Acceptance February 2014 - Present
Freelance Translator/Interpreter ( Russian/English, English/Russian) May 2001 - Present
Freedom Mortgage October 2012 - February 2014
National Language Service Corps 2012 - 2014
National Language Service Corps 2012 - 2014
Bank of America September 2010 - September 2012
Swarthmore Financial Services May 2009 - May 2010
Wilmington Trust September 2008 - May 2009
Atlantic Sands Hotel & Conference Center May 2001 - May 2009
Skills
Management, Microsoft Excel, Risk Management, Microsoft Office, Customer Service, Budgets, Access, Public Speaking, Microsoft Word, Insurance, PowerPoint, Budget, Business Analysis, SAS, Statistical Data...
Education
University of Delaware 2007 — 2010
MBA/Finance, MBA Finance
Minsk State Linquistic University 1994 — 1998
Bachelor of Arts (B.A.), Foreign Languages/ Translation-Interpretation
Samer Madarani's Swarthmore Financial Services Experience December 2012 - March 2013
Job Business Analyst at RNSolutions
Industry Government Relations
Experience
RNSolutions March 2013 - Present
Goldey Beacom College August 2012 - Present
Goldey Beacom College August 2012 - Present
Swarthmore Financial Services December 2012 - March 2013
Skills
Microsoft Office, Financial Services, Retirement, PowerPoint, Microsoft Word, Public Speaking, Finance, Microsoft Excel
Education
University of Delaware - Lerner College of Business and Economics 2008 — 2012
RNSolutions March 2013 - Present
Goldey Beacom College August 2012 - Present
Goldey Beacom College August 2012 - Present
Swarthmore Financial Services December 2012 - March 2013
Skills
Microsoft Office, Financial Services, Retirement, PowerPoint, Microsoft Word, Public Speaking, Finance, Microsoft Excel
Education
University of Delaware - Lerner College of Business and Economics 2008 — 2012
Carlos Velasquez MBA's Swarthmore Financial Services Experience January 2014 - January 2015
Job Licensed Banker at Citizens Bank
Industry Financial Services
Experience
Citizens Bank January 2015 - Present
Swarthmore Financial Services January 2014 - January 2015
Verizon Wireless May 2009 - January 2014
HSBC Bank Retail Services May 2008 - May 2009
PNC Bank December 2007 - May 2008
Nino's Pizza January 2007 - December 2007
University of Delaware July 2006 - December 2006
Universidad del Valle 2005 - 2006
Coljugos S January 2004 - January 2005
Internacional de Seguridad June 2002 - December 2003
Skills
Bilingual, Contract Negotiations, Team Leadership, Strategic Communications, Autonomy, Proactivity, Strategic Planning, Marketing Strategy, Business Strategy, Contract Negotiation, Marketing, Marketing Management, Sales, Management, Customer Service, Entrepreneurship, Sales Operations, Retail, Market Research, Marketing Research, Sales Management, Market Planning, Spanish, Business Planning, Sales Process, Direct Sales, Human Resources, Telecommunications, Product Marketing, Negotiation, Leadership, New Business Development, Business Development, Customer Satisfaction, Selling, Retirement Planning
Education
Cornell University 2013 — 2013
Certificate, Leadership in Management
Goldey Beacom College 2011 — 2012
Master, Science of Finance, Finance
Goldey Beacom College 2010 — 2011
Master, Management
Goldey Beacom College 2007 — 2008
MBA, Finance
University of Delaware 2006 — 2006
Pre MBA, ELI
Universidad de Los Andes 1997 — 1999
Master's Degree, Marketing
Universidad de San Buenaventura 1992 — 1997
Bachelor, Economics
Citizens Bank January 2015 - Present
Swarthmore Financial Services January 2014 - January 2015
Verizon Wireless May 2009 - January 2014
HSBC Bank Retail Services May 2008 - May 2009
PNC Bank December 2007 - May 2008
Nino's Pizza January 2007 - December 2007
University of Delaware July 2006 - December 2006
Universidad del Valle 2005 - 2006
Coljugos S January 2004 - January 2005
Internacional de Seguridad June 2002 - December 2003
Skills
Bilingual, Contract Negotiations, Team Leadership, Strategic Communications, Autonomy, Proactivity, Strategic Planning, Marketing Strategy, Business Strategy, Contract Negotiation, Marketing, Marketing Management, Sales, Management, Customer Service, Entrepreneurship, Sales Operations, Retail, Market Research, Marketing Research, Sales Management, Market Planning, Spanish, Business Planning, Sales Process, Direct Sales, Human Resources, Telecommunications, Product Marketing, Negotiation, Leadership, New Business Development, Business Development, Customer Satisfaction, Selling, Retirement Planning
Education
Cornell University 2013 — 2013
Certificate, Leadership in Management
Goldey Beacom College 2011 — 2012
Master, Science of Finance, Finance
Goldey Beacom College 2010 — 2011
Master, Management
Goldey Beacom College 2007 — 2008
MBA, Finance
University of Delaware 2006 — 2006
Pre MBA, ELI
Universidad de Los Andes 1997 — 1999
Master's Degree, Marketing
Universidad de San Buenaventura 1992 — 1997
Bachelor, Economics
Carlo Randazzo's Swarthmore Financial Services Experience August 2015 - Present
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
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
Ken Bjorklund's Swarthmore Financial Services Experience September 2007 - January 2010
Job Store manager at RadioShack
Industry Retail
Experience
RadioShack November 2009 - Present
Swarthmore Financial Services September 2007 - January 2010
Skills
Retail, Store Management, Sales, Merchandising, Leadership, Loss Prevention, Management, Inventory Management, Retail Sales, Visual Merchandising
Education
Penn State University 1992 — 1996
Criminal Justice/Police Science
RadioShack November 2009 - Present
Swarthmore Financial Services September 2007 - January 2010
Skills
Retail, Store Management, Sales, Merchandising, Leadership, Loss Prevention, Management, Inventory Management, Retail Sales, Visual Merchandising
Education
Penn State University 1992 — 1996
Criminal Justice/Police Science