Trinity Financial Partners

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Trinity Financial Partners Employees

Employee
Years
Job
Industry
Jeff Price Jeff Price Greater Philadelphia Area Details
Jeff Price's Trinity Financial Partners Experience May 2003 - August 2007
Job Vice President, Marketing | Product Management | Channel Development | Building marketdriven, profitable B2B brands
Industry Human Resources
Experience
PrimePay  February 2015 - Present
PrimePay  October 2013 - February 2015
PrimePay  February 2013 - October 2013
PrimePay  November 2011 - October 2013
PrimePay  February 2011 - November 2011
Radnor Benefits Group  March 2009 - February 2011
Trade Up 1031, Inc.   August 2007 - January 2009
Trinity Financial Partners   May 2003 - August 2007

Skills
Leadership, Marketing, Strategic Partnerships, Employee Benefits, Product Management, Management, Sales, Product Marketing, Brand Development, Product Development, Salesforce.com, Customer Service, Insurance, Account Management, Budgets, Small Business, Executive Management, Sales Presentations, Training, Sales Management, Human Resources, Program Management, Channel Partners, Health Insurance, COBRA, Coaching, Channel Sales, Channel Strategy, Customer Relations, Change Management, Channel Optimization, Culture Change, MBTI, Enneagram

Education
Penn State University   1997 — 2001
BS, Hotel, Restaurant & Institutional Management

Benjamin Hackett Benjamin Hackett Columbus, Ohio Area Details
Benjamin Hackett's Trinity Financial Partners Experience March 2011 - May 2011
Job Tax Staff at Crowe Horwath LLP
Industry Accounting
Experience
Crowe Horwath LLP  October 2014 - Present
Fisher College of Business  August 2013 - May 2014
GlaxoSmithKline  May 2012 - August 2012
Trinity Financial Partners   March 2011 - May 2011

Skills
Accounting, Teamwork, Teaching, Time Management, Research, Leadership, Data Analysis, Public Speaking, Higher Education, Critical Thinking

Education
The Ohio State University - The Max M. Fisher College of Business   2013 — 2014
Master's Degree, Accounting

Eastern University   2009 — 2013
Bachelor's Degree, Accounting and Finance, summa cum laude

Mike Hardy Mike Hardy Greater Los Angeles Area Details
Mike Hardy's Trinity Financial Partners Experience 1998 - 2002
Job SVP, Regional Manager, CMPS® at VIP Independent Mortgage, Inc.
Industry Financial Services
Experience
Fairway Independent Mortgage Corporation  2006 - June 2014
MortgageTree Lending   2001 - 2006
Trinity Financial Partners   1998 - 2002
Pacific Advisors  1996 - 1998

Skills
Mortgage Lending, Refinance, FHA, Credit, Real Estate, Strategic Financial..., Loan Origination, Loans, Management, Investment Properties, Certified Mortgage..., Financial Analysis, USDA, Finance, Reverse Mortgages, Mortgage Banking, Asset Management, Real Estate Financing, Underwriting, Residential Mortgages, Funding, Financial Structuring, FHA financing, Referrals, VA loans, FHA Financing

Education
Azusa Pacific University   1990 — 1994
Pre-Med, Business

Professional Designations / Additional Studies

Chris Gleeson Chris Gleeson Greater Philadelphia Area Details
Chris Gleeson's Trinity Financial Partners Experience 1990 - Present
Job Principal, Trinity Financial Partners
Industry Financial Services
Experience
Trinity Financial Partners   1990 - Present
Partners CAP Forum   2010 - 2010
MicroEnsure   2007 - 2010
Church of the Saviour  1986 - 2010
Alliance for Confessing Evang.   1997 - 2000
US Navy  1970 - 1979

Skills
Estate Planning, Strategic Financial..., Investments, Insurance, Financial Analysis, Financial Planners, Financial Advisory, Fundraising, Financial Services, Life Insurance, Securities, Finance, Wealth Management..., Retirement Planning, Wealth, Wealth Management, Retirement

Education
The American College
Master of Science, Finanical Services

University of Pennsylvania - The Wharton School
BS, Finance

Frank M Campbell Frank M Campbell Riverside, California Details
Frank M Campbell's Trinity Financial Partners Experience 2006 - 2011
Job Stratus Financial Partners
Industry Insurance
Experience
Stratus Financial Partners   2011 - Present
Trinity Financial Partners   2006 - 2011
Prudential Financial  1973 - 2006

Skills
Insurance..., Charitable Gifts of..., Estate Planning, Business Planning..., Financial Services, Strategic Financial..., Small Business, Risk Management, Business Planning, Disability Insurance, Fixed Annuities, Insurance, Life Insurance, Financial Advisory

Education
State University of New York at Buffalo   1971 — 1973
Bachelor's degree, Political Science and Government

The American College
Chartered Life Underwriter

The American College
Chartered Financial Consultant

Kelley Bergsma Kelley Bergsma Athens, Ohio Details
Kelley Bergsma's Trinity Financial Partners Experience May 2007 - July 2007
Job Assistant Professor
Industry Higher Education
Experience
Ohio University  August 2015 - Present
Florida State University  June 2011 - May 2015
Villanova University  May 2010 - May 2011
Chatham Financial  May 2008 - August 2008
Trinity Financial Partners   May 2007 - July 2007

Skills
Financial Analysis, Microsoft Excel, Public Speaking, Data Analysis, Stata, SAS programming, Writing, University Teaching, Finance, Analysis, Research, Statistics, Financial Modeling

Education
Florida State University   2011 — 2015
Doctor of Philosophy (Ph.D.), Finance

Villanova University   2005 — 2011
M.S. Finance, B.S. Business Administration (Finance), B.S. Economics

Victoria Morra Victoria Morra Greater Pittsburgh Area Details
Victoria Morra's Trinity Financial Partners Experience July 2013 - August 2013
Job Pittsburgh Fellow, Human Resources at UPMC
Industry Hospital & Health Care
Experience
UPMC  May 2015 - Present
UPMC  September 2014 - May 2015
American Bible Society  June 2014 - August 2014
Wegmans Food Markets  June 2010 - May 2014
Trinity Financial Partners   July 2013 - August 2013
Wegmans Food Markets  May 2011 - August 2012

Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Social Media, Strategic Planning

Education
Grove City College   2010 — 2014
Bachelor of Science (BS), Business Management

Nate Volpert Nate Volpert Greater Philadelphia Area Details
Nate Volpert's Trinity Financial Partners Experience May 2011 - August 2011
Job Analyst at BlackRock
Industry Financial Services
Experience
BlackRock  July 2015 - Present
Jefferies LLC  May 2014 - August 2014
Stone + McCarthy Research Associates  May 2013 - August 2013
University of Richmond Athletics  January 2012 - July 2013
Trinity Financial Partners   May 2011 - August 2011

Skills
Microsoft Excel, PowerPoint, Bloomberg, Financial Analysis, Financial Modeling, Financial Markets, Investments

Education
University of Richmond   2011 — 2015
Bachelor of Science (BS), Finance, General

The Haverford School   2007 — 2011

Benjamin Chambers, CFP® Benjamin Chambers, CFP® Greater Philadelphia Area Details
Benjamin Chambers, CFP®'s Trinity Financial Partners Experience June 2015 - Present
Job Senior Financial Advisor at Trinity Financial Partners
Industry Financial Services
Experience
Trinity Financial Partners   June 2015 - Present
Merrill Lynch  2005 - June 2015

Skills
Financial Planning, Private Wealth..., Portfolio Management, Retirement Planning, Estate Planning, Retirement Income..., Risk Management, Strategic Financial..., Retirement, Mutual Funds, Wealth Management, Finance, Wealth Management..., Small Business, Series 7, Investments, Securities, Public Speaking, Leadership, Management

Education
Calvin College
BA, History, Archaeology

Fred Fisher, CFP® Fred Fisher, CFP® Santa Barbara, California Area Details
Fred Fisher, CFP®'s Trinity Financial Partners Experience January 2004 - April 2013
Job Owner, Trinity Capital Management, LLC
Industry Financial Services
Experience
Trinity Capital Management, LLC   January 2006 - Present
Trinity Financial Partners   January 2004 - April 2013

Education
Westmont College   1988 — 1992

Gordon College   1990 — 1990

Erik Michael Erik Michael Greater Philadelphia Area Details
Erik Michael's Trinity Financial Partners Experience August 2007 - July 2010
Job Division Fundraising Vice President for the American Red Cross
Industry Nonprofit Organization Management
Experience
American Red Cross  January 2015 - Present
American Red Cross, Southeastern Pennsylvania   March 2013 - January 2015
American Red Cross, Southeastern Pennsylvania   August 2010 - March 2013
Trinity Financial Partners   August 2007 - July 2010
Philadelphia Orchestra Association  August 2001 - February 2007

Skills
Stewardship, Philanthropy, Fundraising, Volunteer Management, Annual Giving, Prospect Research, Planned Giving, Nonprofits, Non-profit..., Grants, Grant Writing, Board Development, Program Development, Fundraisers, Community Outreach

Education
Temple University - James E. Beasley School of Law   1998 — 2001
JD, Law

Dickinson College   1994 — 1998
B.A., Music and History

TJ Urglavitch TJ Urglavitch Greater Philadelphia Area Details
TJ Urglavitch's Trinity Financial Partners Experience November 2010 - July 2011
Job Technical Support Manager at HostMySite
Industry Internet
Experience
HostMySite   August 2014 - Present
1&1 Internet, Inc.   October 2011 - August 2014
Trinity Financial Partners   November 2010 - July 2011
Scharf Group, LLC   May 2007 - December 2010

Skills
Morningstar, Financial Planning, PowerPoint, Excel, Word, Supervising, Call Center, Microsoft Word, Call Centers, Microsoft Excel, Strategic Financial..., Data Entry, Microsoft Office, Customer Satisfaction, Customer Service, WordPress, Leadership, Team Leadership, Time Management, Access, Sales, Forecasting, Marketing, Human Resources, Management, Social Media, Customer Retention, Recruiting, Teamwork, Account Management

Education
Delaware County Community College   2003 — 2007
Accounting

Springfield High School

Jill Bynum Jill Bynum Broomfield, Colorado Details
Jill Bynum's Trinity Financial Partners Experience July 2012 - June 2013
Job Executive Assistant at Trinity Capital Management
Industry Financial Services
Experience
Trinity Capital Management   July 2013 - Present
Trinity Financial Partners   July 2012 - June 2013
Applied Financial Planning Inc   February 2009 - July 2012
Teledyne Scientific and Imaging  June 2008 - August 2008
EVFree Church of the Conejo Valley   December 2006 - January 2007
EVFree Church of the Conejo Valley   September 2005 - August 2006

Skills
Customer Service, Microsoft Excel, Microsoft Office, Accounting, Strategic Planning, Program Management, PowerPoint, Individualization, Research, Event Planning, Microsoft Word, Social Media, Budgets, Financial Planners, Leadership, Management, Strategic Financial...

Education
Biola University   2006 — 2010
Bachelor, Science Business Administration; Business Management

Biola University Crowell School of Business   2006 — 2010
Bachelor of Science (BS), Business Administration and Management, General

Rachael Runstuck Rachael Runstuck Ontario, California Details
Rachael Runstuck's Trinity Financial Partners Experience October 2011 - Present
Job Transaction Coordinator at Trinity Financial Partners
Industry Financial Services
Experience
Trinity Financial Partners   October 2011 - Present
Trinity Financial Partners   May 2009 - January 2012
Active Ride Shop  1999 - 2009

Education
California State Polytechnic University-Pomona   1998 — 2002
BA, Accounting

UCSD   1997 — 1998
Bio-Engineering

Orlando Plascencia Orlando Plascencia Greater Los Angeles Area Details
Orlando Plascencia's Trinity Financial Partners Experience May 2005 - Present
Job Accountant at Trinity Financial Partners
Industry Financial Services
Experience
Trinity Financial Partners   May 2005 - Present
Pro's Ranch Markets  May 2004 - May 2005
Tam's Produce   February 2001 - May 2004

Skills
QuickBooks, Microsoft Word, Microsoft Excel, Access, Outlook, Quicken, PDF Creator, Databases, Web Design, Live Sound, PowerPoint, Accounting, Non-profit..., Bookkeeping, Accounts Payable, Accounts Receivable

Education
University of La Verne   2012 — 2014
Bachelor's Degree, Business Administration and Management, General

Chris Harwood Chris Harwood Greater Los Angeles Area Details
Chris Harwood's Trinity Financial Partners Experience October 2012 - Present
Job Pension Services Manager at Trinity Financial Partners
Industry Financial Services
Experience
Trinity Financial Partners   October 2012 - Present
Trinity Financial Partners   October 2004 - November 2012

Skills
401k, Retirement, Microsoft Excel, Customer Service, Defined Benefit, Retirement Planning, Pensions, Microsoft Word, PowerPoint

Education
California State University-Northridge   1975 — 1978
Music Pedagogy

Mary Giewartowski Mary Giewartowski Ontario, California Details
Mary Giewartowski's Trinity Financial Partners Experience March 1997 - June 2004
Job Office Administrator at PSC Biotech
Industry Biotechnology
Experience
PSC Biotech  April 2012 - Present
Ontario URC   June 2004 - April 2012
Trinity Financial Partners   March 1997 - June 2004

Skills
Bookkeeping, Organization, Microsoft Office, Front Office, Data Entry, Outlook, Microsoft Excel, Microsoft Word, PowerPoint, Travel Arrangements, Office Administration, Document Management, Confidentiality, English, Calendars, Customer Service, Payroll, Quality Assurance, Time Management, Pharmaceutical Industry, GMP

Education
Trinity Christian College

Jamie Wiersma, MBA Jamie Wiersma, MBA Greater Los Angeles Area Details
Jamie Wiersma, MBA's Trinity Financial Partners Experience May 2008 - August 2008
Job Senior Analyst, Global Financial Risk at World Vision
Industry International Trade and Development
Experience
World Vision  August 2014 - Present
World Vision  February 2014 - August 2014
Capital Lumber  September 2013 - January 2014
3 Way Thrift Store   2011 - 2013
Trinity Financial Partners   May 2008 - August 2008

Education
Azusa Pacific University   2014 — 2014
International Field Experience

Azusa Pacific University   2013 — 2014
Master of Business Administration (M.B.A.)

Gereformeerde Hogeschool voor beroepsonderwijs Zwolle   2009 — 2009
Semester Abroad

Dordt College   2005 — 2009
Bachelor of Arts (B.A.)