Worthington Financial Partners

Description

Address: 9515 Deereco Rd #700, Lutherville-Timonium, MD 21093 Phone: (410) 527-1292Category: : : Hours: : Website: Place name: : : : Website: http://www.worthingtonfinancialpartners.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.Add missing informationAdd business hours 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 Worthington Financial Partners Posting publicly on the Web Write a review Reviews"Nice people and very responsive." "The WORST COMPANY I've ever dealt with in my career." View all Google reviews

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Worthington Financial Partners Employees

Employee
Years
Job
Industry
Meredith Plack Meredith Plack Baltimore, Maryland Details
Meredith Plack's Worthington Financial Partners Experience May 2010 - August 2010
Job Senior Credit Analyst at Aerotek
Industry Staffing and Recruiting
Experience
Aerotek  March 2015 - Present
Aerotek  September 2013 - March 2015
Aerotek  June 2012 - September 2013
Towson University  September 2011 - May 2012
Towson University  September 2007 - May 2012
Northwestern Mutual  January 2012 - April 2012
Worthington Financial Partners   May 2010 - August 2010
Norbeck Country Club  May 2009 - August 2009

Skills
SPSS, PowerPoint, Word, Excel, Insurance, Microsoft Office, Time Management, Microsoft Excel, Microsoft Word, Team Leadership, Public Speaking, Access, Event Planning

Education
Towson University   2007 — 2012
BS, Mathematics with Concentration in actuarial science/risk management and minor in economics

Dimitrios Prassos Dimitrios Prassos Sparks Glencoe, Maryland Details
Dimitrios Prassos's Worthington Financial Partners Experience March 2013 - Present
Job Financial Advisor
Industry Financial Services
Experience
Worthington Financial Partners   March 2013 - Present

Skills
Investments, Employee Benefits, Estate Planning..., Executive Benefits, IRAs, Mutual Funds, 401k, Securities, Financial Strategies, Life Insurance, Retirement Planning

Education
Towson University   2001 — 2009
Dual BS, Business Administration / Finance and Accounting

The Culinary Institute of America   1989 — 1991
AOS, Culinary Arts/Chef Training

Jon Swain Jon Swain Jefferson, Maryland Details
Jon Swain's Worthington Financial Partners Experience September 2013 - Present
Job Financial Advisor at Worthington Financial Partners
Industry Insurance
Experience
Worthington Financial Partners   September 2013 - Present
United States Marine Corps  December 2007 - Present

Skills
Retirement Planning, Life Insurance, Universal Life, Whole Life, Term Life Insurance, Fixed Annuities, Indexed Annuities, Trusts, American History, Military, Veterans, Infantry Tactics, Marksmanship, First Aid

Education
St. Mary's College of Maryland   2007 — 2013
Bachelor of Arts (BA), History

Brunswick High School   2003 — 2007

A. Michael Kelen A. Michael Kelen Towson, Maryland Details
A. Michael Kelen's Worthington Financial Partners Experience August 2011 - Present
Job Financial Advisor at Worthington Financial Partners
Industry Financial Services
Experience
Worthington Financial Partners   August 2011 - Present

Education
Bates College   2007 — 2011
Bachelor of Science (BS), Major: Economics Minor: Chemistry, Pre-med

St. Paul's School   2003 — 2007
International Baccalaureate, 12

Rachael Klock Rachael Klock Baltimore, Maryland Area Details
Rachael Klock's Worthington Financial Partners Experience February 2015 - Present
Job Executive Assistant at Worthington Financial Partners
Industry Financial Services
Experience
Worthington Financial Partners   February 2015 - Present
Calvert Education Services, LLC  November 2000 - February 2015
Calvert Education Services, LLC  November 2000 - February 2015
NKF   2010 - 2013

Skills
Nonprofits, Outlook, Microsoft Excel, Microsoft Office, Budgets, Accounts Payable, Fundraising, Customer Service, PowerPoint, Notary Public, Event Planning, Microsoft Word, Data Entry, Staff Development, Research, Public Speaking, Social Media, Training

Education
Essex Community College
General Studies

Robert (Barry) Skinner Robert (Barry) Skinner Towson, Maryland Details
Robert (Barry) Skinner's Worthington Financial Partners Experience September 2007 - February 2012
Job Multi Lines Insurance Agent
Industry Insurance
Experience
Skinner Insurance Services, LLC   March 2008 - Present
Worthington Financial Partners   September 2007 - February 2012
PSA Insurance & Financial Services  April 1983 - October 2005

Skills
Long Term Care Insurance, Life Insurance, Disability Insurance, Commercial Insurance, Auto and Homeowners..., Retirement Planning

Education
Towson University   1979 — 1981
Bachelor of Science, Finance

Denison Unviversity   1976 — 1978
Finance

Lesley Bogash Lesley Bogash York, Pennsylvania Area Details
Lesley Bogash's Worthington Financial Partners Experience November 2013 - September 2014
Job Owner at Your Best Self
Industry Health, Wellness and Fitness
Experience
Your Best Self   June 2014 - Present
Worthington Financial Partners   November 2013 - September 2014
Morgan Stanley  August 2005 - November 2013
FRED SHAPIRO & ASSOCIATES   April 2002 - June 2002
T. Rowe Price  January 1996 - January 2002

Skills
Customer Relations, Customer Service, Team Leadership, Human Resources, Employee Training, Training & Development, Retirement, Compensation & Benefit, Employee Benefits, Finance, Compliance, Compensation Plan..., Management, 401k

Education
Towson University
Bachelor of Science, Psychology

Towson University
Bachelor's degree, Psychology

Kerry Ahearn Kerry Ahearn Towson, Maryland Details
Kerry Ahearn's Worthington Financial Partners Experience January 2014 - May 2014
Job Director of Corporate Communications at Chesapeake Group, Inc.
Industry
Experience
Chesapeake Group, Inc.   March 2015 - Present
Chesapeake Group, Inc.   June 2014 - March 2015
Worthington Financial Partners   January 2014 - May 2014
Sheraton  October 2012 - October 2013

Skills
Microsoft Word, Microsoft Office

Education
Towson University   2010 — 2014
Bachelor's Degree, Business Administration, Management and Human Resource Management

Anglo-American University, Prague   2013 — 2013
Business Administration and Management, General

Thomas S. Wootton   2006 — 2010
High School

Jason M. Goldmeier Jason M. Goldmeier Greater New York City Area Details
Jason M. Goldmeier's Worthington Financial Partners Experience September 2007 - November 2011
Job International Sales, Marketing, Product Development & Sourcing
Industry Consumer Goods
Experience
Cape Yachts  May 2015 - July 2015
Masterclassing   February 2015 - April 2015
IQPC  October 2014 - February 2015
Millennium Products Group   February 2010 - March 2014
Worthington Financial Partners   September 2007 - November 2011
Walmart  May 2006 - August 2006

Skills
New Business Development, Business Development, Marketing, Marketing Strategy, Product Development, Strategic Partnerships, Account Management, Global Sourcing, International Business, International Sales, Business Strategy, Supplier Sourcing, International Product..., Entrepreneurship, International..., Product Marketing, Product Management, Big Box, Lead Generation, Trade Shows, Social Media, International Trade, Client Relations, Sales, Leadership, Customer Service, Fixed Annuities, Retirement Planning, Social Media Marketing, Small Business, Financial Services, Wealth Management, Long-term Care, Life Insurance, Term Life Insurance, Insurance, Analysis, Financial Analysis, Employee Benefits

Education
Towson University   2004 — 2008
Bachelor of Arts, International Business and Law; Spanish Minor

Spanish Language Institute; Cuernavaca, Mexico
Spanish Language

Universidad de Málaga
Spanish Language

Tony Assadi Tony Assadi Baltimore, Maryland Area Details
Tony Assadi's Worthington Financial Partners Experience August 2008 - March 2012
Job Manager, Prime Products at DST Brokerage Solutions
Industry Financial Services
Experience
DST Systems  May 2015 - Present
DST Systems  August 2014 - May 2015
DST Systems - Brokerage Solutions   March 2012 - September 2014
Worthington Financial Partners   August 2008 - March 2012

Skills
Financial Modeling, Mutual Funds, Marketing Strategy, Strategic Planning, Business Analysis, Financial Analysis, Portfolio Management, Risk Management, Investments, Equities, Finance, Strategic Financial..., Asset Management, Bloomberg, Analysis

Education
University of Maryland - Robert H. Smith School of Business   2008 — 2011
MBA, Finance

Towson University   2003 — 2007
Bachelor of Science (B.S.), Exercise Physiology

Dulaney High School   1999 — 2003

David Cureton, MBA, RICP David Cureton, MBA, RICP Baltimore, Maryland Area Details
David Cureton, MBA, RICP's Worthington Financial Partners Experience April 2007 - June 2011
Job We Help You Retire Your Way!
Industry Financial Services
Experience
S2 Financial Partners - an affiliate of NFLG   June 2011 - Present
Worthington Financial Partners   April 2007 - June 2011
MetLife  January 2004 - April 2007
Bankers Life and Casualty  2003 - 2004

Education
The American College   2013 — 2014
Retirement Income Certified Professional (RICP)

Duke University - The Fuqua School of Business   1986 — 1988
MBA

University of Wisconsin-Stout   1970 — 1973
BSIT

Cecilia Blinka Cecilia Blinka Baltimore, Maryland Area Details
Cecilia Blinka's Worthington Financial Partners Experience September 2010 - October 2011
Job Master in the Art of Teaching Candidate 2013
Industry Education Management
Experience
Worthington Financial Partners   September 2010 - October 2011

Education
Clemson University   2006 — 2010
Bachelor of Arts (B.A.), Communication and Media Studies

James Wright James Wright Fairfax, Virginia Details
James Wright's Worthington Financial Partners Experience May 2013 - Present
Job Worthington Financial Partners
Industry Insurance
Experience
Worthington Financial Partners   May 2013 - Present
The Wrightkey Foundation of S.E.A   March 2014 - Present
Anglesey jewelry design   March 1990 - June 2011

Skills
Marketing, Small Business, Social Networking, Team Building, Social Media Marketing, Leadership, Customer Service, Marketing Strategy, Social Media, Sales, Entrepreneurship, Project Management, Public Speaking, Event Planning, Public Relations, Microsoft Office, Change Management, Leadership Development, Advertising, Coaching, Fundraising, Nonprofits, Training, Event Management, Email Marketing, Marketing Communications, Strategic Planning, Insurance, Life Insurance

Education
Old Dominion University   1990 — 1995
Fine and Studio Arts