Top Financial Specialists in Greater Philadelphia Area

David Beruh

Personal Banker

Greater Philadelphia Area

Personal Banker

Organizer

Co-Host

Ambassador

Financial Specialist

Realtor

News Editor

Ambassador

Member

Intelligence OIfficer

Gettysburg College

The George School

Bank Street College of Education

Tony Robbins Mastery University

Dale Carnegie Training

Recommendations: 12

Small Business

Loans

Small Business Lending

Leadership

Banking

Credit

Sales

Customer Service

Raymond Nelissen

Corporate Controller, region Americas

Greater Philadelphia Area

Corporate Controller, region Americas

Director Finance Process Control

Treasurer

Regional Finance Manager Nordics

Finance Manager Country Service Unit

Interim Manager, Financial Specialist

Manager Finance & Control

Manager Audit, EDP-auditor

NIVRA

Jeanne d'Arc college

Recommendations: 6

Change Management

Team Building

SOX

Accounting

Auditing

Financial Management

Process Improvement

IFRS

Christopher V Dempsey

Assistant Vice President, Business Banking

Greater Philadelphia Area

Assistant Vice President, Business Banking

Owner

Director of Non Profit Organization

Financial Specialist

University of Maryland College Park

Recommendations: 4

Portfolio Management

Business Planning

Banking

Loans

Commercial Lending

Small Business Lending

Management

Entrepreneurship

Amy (Renzi) Johnston, CRPC

Evan Potash

Assistant Vice President, Senior Regional Private Banking Relationship Manager

Greater Philadelphia Area

Assistant Vice President, Senior Regional Private Banking Relationship Manager

Affluent Investment Consultant

Senior Financial Specialist

Senior Small Business Specialist/ Sr Business Development Officer

Founder and President of Warrington Chapter

Financial & Insurance Services Professional

Weekend General Manager / Sales Manager

Store Manager

University of Rhode Island

Abington Senior High

Recommendations: 4

Business Strategy

Sales

Finance

Leadership

Management

Cold Calling

Business Development

Networking

e****[email protected]

Senior Account Manager

Greater Philadelphia Area

Senior Account Manager

Consultant, Marketing Management

Sr. Marketing Communications Consultant, Advanced Markets

RVP External Advanced Annuity Sales Manager, National Territory

Sr. Market Research Analyst

Advanced Sales Consultant

Financial Specialist

Financial Advisor

Retirement Associate

Washington and Jefferson College

Life Coach Training

Recommendations: 3

Series 6

Series 63

Series 65

Annuities

Mutual Funds

Insurance

Retirement Income Strategies

Training Delivery

Robert Christmas

Senior Vice President, Relationship Manager Commercial Banking

Greater Philadelphia Area

Senior Vice President, Relationship Manager Commercial Banking

VP, Senior Business Relationship Manager

VP Commercial Relationship Mgr

VP of Commercial Lending

Small Business Banker

Financial Specialist

Villanova

Bucks County Community College

La Salle University

Council Rock

Recommendations: 2

Finance

Commercial Banking

Credit Analysis

Credit

Loans

Commercial Lending

Portfolio Management

Small Business

Rich Lauletta

Owner

Greater Philadelphia Area

Owner

Financial Specialist

Rider University

Recommendations: 2

Negotiation

Marketing Strategy

New Business Development

Lean Startup

Leasing

Creative Real Estate Investing

Rental Management

Sales

r*****@phillyapartmentco.com

Carlos J. Chamorro Jr.

Eastern Regional Sales Manager

Greater Philadelphia Area

Eastern Regional Sales Manager

Sales Manager - Northern & Latin American Regions

Sales Engineer

New Business Development Manager

Financial Specialist

Sr. Sales Representative

Cabrini College

Recommendations: 1

Bilingual-Spanish

Innovative Problem Solver

Relationship Cultivation

Team Leadership

Sales

Sales Management

Key Account Management

New Business Development

Heather McConnell

SB Underwriter Lead- Front End Fulfillment

Greater Philadelphia Area

SB Underwriter Lead- Front End Fulfillment

Business Development Specialist

Business Specialist

Licensed Financial Specialist

Loan Officer

Senior Teller

Teller (Commerce Bank)

Temple University - Fox School of Business and Management

Recommendations: 0

Financial Analysis

Credit

Loans

Investments

Banking

Retail Banking

Commercial Banking

Mortgage Banking

h****[email protected]

Drew Blagojevic

Financial Specialist

Greater Philadelphia Area

Financial Specialist

Vice President of Annuity Sales

Agent

Key Accounts Sales Consultant

Internal Wholesaler

Client Services

Agent

Centenary College

Bucks County Community College

Rutgers, The State University of New Jersey-Newark

Central Bucks High School East

Recommendations: 0

Finance

Small Business

Employee Benefits

Financial Advisory

Financial Planning

Financial Services

Health Insurance

Fixed Annuities

Jessica Dahill

Regional Director

Greater Philadelphia Area

Regional Director

Financial Advisor

Financial Specialist

Senior Vice President, Sr.Regional Marketing Director

State University of New York College at Cortland

Universitat Tuebingen, Germany

Pine Manor College

Recommendations: 0

Public speaking

Business Relationship Management

Marketing Management

Financial Education

Client Acquisition

Client Development

Mutual Funds

Investment Management

Ari Forman MBA, AIF®, CRPS®

Assistant Vice President, Sales Strategy & Operations

Greater Philadelphia Area

Assistant Vice President, Sales Strategy & Operations

Director, Strategy & Project Director

Consultant, Institutional Retirement Distribution

Management Consultant

Financial Specialist

Regional Sales Manager

Drexel University

Bloomsburg University of Pennsylvania

Recommendations: 0

Retirement

Mutual Funds

Insurance

Investments

ERISA

Relationship Management

Marketing

Financial Services

Antonio Pelosi

Regional Banking District Manager

Greater Philadelphia Area

Regional Banking District Manager

Community Banking District Manager

Store Manager IV

Store Manager III

Senior Financial Specialist

Financial Specialist

Financial Associate

Temple University - Fox School of Business and Management

Recommendations: 0

FINRA Series 6 and 63...

PA Life Insurance

Sales Management

Series 63

Life Insurance

Marketing

Leadership

Finance

p****[email protected]

Greg Gambone

Freelance Writer

Greater Philadelphia Area

Freelance Writer

Senior Vice President

Freelance Writer & Editor

Freelance Writer

Exclusive Financial Specialist

Financial Advisor

Fairleigh Dickinson University-Florham Campus

Recommendations: 0

Business Writing

Insurance

Retirement Planning

Employee Benefits

Life Insurance

Health Insurance

Fixed Annuities

Health Savings Accounts

e****[email protected]

Scott Talley

Regional Vice President

Greater Philadelphia Area

Regional Vice President

Retail Financial Specialist

Xerox Sales Agent

Salisbury University

Recommendations: 0

FINRA Series 6

Annuities

Mutual Funds

Series 63

Series 65

Insurance

Fixed Annuities

Licensing

s****[email protected]

Simon Nadler

District Manager, Vice President

Greater Philadelphia Area

District Manager, Vice President

Store Manager, Vice President

Senior Financial Specialist

Corporal

Licensed Financial Sales Consultant

Financial Advisor

Randolph-Macon College

The Shipley school

Recommendations: 0

consumer lending

small business lending

account management

coaching

sales management

service management

partnering

branch banking

t****[email protected]

Kim Gust

Manager of Social Media

Greater Philadelphia Area

Manager of Social Media

Supervisor

Social Media Specialist

Supervisor

Senior Financial Specialist

Financial Specialist

Communication Specialist

Retirement Specialist

Processing Associate

Arizona State University

Recommendations: 0

Ronald Williford

Personal Financial Specialist

Greater Philadelphia Area

Personal Financial Specialist

President/Founder

Executive Vice President

Regional Retirement Director

Villanova University

Bristol Sr. High School

Recommendations: 0

Retirement Planning

Retirement

Life Insurance

Strategic Financial...

Mutual Funds

Finance

Long-term Care

Insurance

Perry Abney

Account Manager

Greater Philadelphia Area

Account Manager

Marketing Consultant

Manager, Business Development

Territory Sales Manager

Financial Services Professional

Financial Specialist

Senior Mortgage Consultant

University of Maryland College Park

Recommendations: 0

Retirement Planning

Fixed Annuities

Mutual Funds

Investments

CRM

Finance

Sales

Financial Services

p****[email protected]

Kerin Kolb

Customer Service Manager

Greater Philadelphia Area

Customer Service Manager

Business Banking Officer

Customer Service Manager

Business Sales Consultant - Merchant Services

Store Manager

Financial Specialist

Business Banking Relationship Manager I

Recommendations: 0

Banking

CRM

Customer Service

Loans

Sales

Call Centers

Relationship Management

Customer Retention

Chantal Capodicasa

Business Banking Manager

Greater Philadelphia Area

Business Banking Manager

Principal Business Relationship Manger

Small Business Leader

Small Business Banker

Financial Specialist

The University of Connecticut School of Business

Recommendations: 0

Commercial Lending

Small Business Lending

Commercial Banking

Credit

Commercial Mortgages

Banking

Credit Analysis

Portfolio Management

David Freiman

Financial Specialist II

Greater Philadelphia Area

Financial Specialist II

Chess Program and Tournament Director; Instructor

Associate

Financial Advisor

VP, Financial Consultant

Senior Financial Specialist

Vice President

Financial Advisor/Retirement Specialist

Functional Capacity Assessment Specialist

Exercise Physiologist

Sales Assistant

Rutgers University – Camden

Temple University

William Tennent

Recommendations: 0

b*****@hotmail.com

John H. Hammond

General Manager, New Business Development and Sales

Greater Philadelphia Area

General Manager, New Business Development and Sales

Mortgage Banker, New Business Development and Sales

Mortgage Banker

Financial Specialist - New Business Development and Sales

Financial Advisor

Treasury Investment Officer

University of Virginia

Recommendations: 0

Financial Analysis

Microsoft Office

Loans

Portfolio Management

Credit

Fixed Income

Banking

First Time Home Buyers

Priscilla Bromley

Financial Analyst

Greater Philadelphia Area

Financial Analyst

Manager/Loan Originator Analyst

Medical Program Financial Specialist

Accountant

Senior Financial Analyst

Accountant

Saint Joseph's University

Florida Atlantic University

Recommendations: 0

Accounting

Access

Excel

Microsoft Office

Word

Audit

Financial Analysis

Auditing

p****[email protected]

Hilary Bond

Senior Payroll Associate

Greater Philadelphia Area

Senior Payroll Associate

Payroll Manager

Financial Specialist

Wilmington University

Recommendations: 0

HRIS

Microsoft Excel

Microsoft Office

Process Improvement

Customer Service

Payroll

Program Management

Training

h****[email protected]

Donna Devine, CFP

Regional Bank Private Banker

Greater Philadelphia Area

Regional Bank Private Banker

Financial Advisor

Relationship Manager Private Client Group

Licensed Financial Specialist

Licensed Financial Consultant

College for Financial Planning

University of Maryland University College

Arizona State University

Recommendations: 0

Finance

Financial Services

Series 63

Small Business Lending

Loans

Consumer Lending

Commercial Lending

Credit

Rodney Stevenson

Agent

Greater Philadelphia Area

Agent

Agency Training Specialist

Financial Specialist

Personal Financial Representative

Part Time Supervisor

Sales Consultant

Registered Representative

Registered representative

Indiana University of Pennsylvania

Jules E. Mastbaum Vo-Tech

Recommendations: 0

Training

Management

Life Insurance

Term Life Insurance

Insurance

Fixed Annuities

Disability Insurance

Property & Casualty Insurance

Solomon Kim

Financial Advisor

Greater Philadelphia Area

Financial Advisor

Independent Insurance Advisor

Operations and Sales Manager

Director Client Services

Field Director Multicultural Markets

Director of Recruiting

Financial Specialist, Branch Manager

University of Pennsylvania

Recommendations: 0

Customer Service

s****[email protected]

Karenne Giguere, CPA,CGA

Grants Administrator

Greater Philadelphia Area

Grants Administrator

Accountant

Financial Specialist

Analyst Senior

Recommendations: 0

Peggy Wright

Financial Professional

Greater Philadelphia Area

Financial Professional

Financial Specialist

Insurance Manager

American Institute of Banking

Recommendations: 0

Insurance

Annuities

Long Term Care

Retirement

Disability Insurance

Long-term Care

Financial Planners

Securities

m****[email protected]

Anthony Cerminara

Mortgage Specialist

Greater Philadelphia Area

Mortgage Specialist

Vice President / District Manager /Branch Manager

Mortgage Specialist

Financial Specialist

Drexel University

Recommendations: 0

Mortgage Banking

Loans

Commercial Lending

Credit Analysis

Mortgage Lending

Credit

Banking

Residential Mortgages

t****[email protected]

Dennis Piccone

Licensed Financial Specialist

Greater Philadelphia Area

Licensed Financial Specialist

Investment Consultant

Client Service Associate

Financial Representative

Co - Founder

Regional Account Manager

Accounts Receivables Analyst

Marketing Intern

University of Miami

St. Augustine Prep

Recommendations: 0

Customer Service

Social Media Marketing

Social Networking

Marketing

Series 7

Investments

Financial Analysis

Sales

T. Jeffrey Harper

Entrepreneur Financial Specialist

Greater Philadelphia Area

Entrepreneur Financial Specialist

Educator Special Education

Drexel University

Recommendations: 0

Social Networking

Access

Coaching

Strategic Planning

Customer Service

Sales

Social Media

Social Media Marketing

Kelly Massi Yarusso

Licensed Financial Specialist

Greater Philadelphia Area

Licensed Financial Specialist

Dance Instructor

Sales Associate

Tutor, Operations Management classes

Accountant's Assistant

Cashier

Temple University - Fox School of Business and Management

Gloucester County College

Recommendations: 0

Word

Microsoft Office

Excel

PowerPoint

Facebook

POM software

Customer Service

Microsoft Excel

William D. Sands, Jr.

Financial Specialist

Greater Philadelphia Area

Financial Specialist

Financial Advisor, Vice President - Retail Investments Santander Investment Services

Financial Advisor

Registered Representative

Vice President Commercial and Consumer Loan Product Manager

Vice President - Loan Operations

Community Banking

Temple University - Fox School of Business and Management

Archbishop Wood

Recommendations: 0

w****[email protected]

Joseph M. Panaccio

Financial Specialist Intern

Greater Philadelphia Area

Financial Specialist Intern

Food Runner/ Server

Bar- Back

Server Assistant/ Bar-Back

Temple University

Delaware County Community College

Springfield Highschool

Recommendations: 0

Microsoft Office

Microsoft Excel

Microsoft Word

PowerPoint

Customer Service

Research

Teamwork

Social Media

Felisha Byrd

STUDY MANAGEMENT ASSOCIATE ASSISTANT

Greater Philadelphia Area

STUDY MANAGEMENT ASSOCIATE ASSISTANT

Clinical Trial Assistant

Clinical Financial Specialist

CLINICAL TRIAL REMEDIATION LEAD

Lead Clinical Project Assistant

Clinical Trial Assistant

CTA / CRA I

Ashford University

Fairleigh Dickinson University

Recommendations: 0

CTMS

GCP

Clinical Data Management

ICH-GCP

Regulatory Submissions

Oncology

Microsoft Office

Auditing

Thomas Johanning

Licensed Financial Specialist

Greater Philadelphia Area

Licensed Financial Specialist

Investment Adviser Representative

Banker

West Chester University of Pennsylvania

Delaware County Community College

Recommendations: 0

Investments

Finance

Financial Analysis

Wealth Management

Portfolio Management

Mutual Funds

Retirement Planning

Financial Planning

t****[email protected]

Stacey (Gruber) Welsh

President/Broker of Record

Greater Philadelphia Area

President/Broker of Record

Financial Specialist

Mid Atlantic Wholesale Representative

Philadelphia University

Rowan University

Recommendations: 0

Real Estate

s****[email protected]

Gregory A Malcolm Jr

Financial Specialist

Greater Philadelphia Area

Financial Specialist

Licensed Financial Sales Consultant

Compliance Specialist

Securities Principal

Back Office Securities Administrator

Kaplan University

Saint Joseph's University

University of Colorado at Colorado Springs

Montgomery County Community College

Recommendations: 0

Leadership

Strategic Leadership

Team Building

Customer Satisfaction

Customer Relations

Client Relations

Client Liaison

Mutual Funds

g****[email protected]

Jayden HC Sampson

Criminal Justice Instructor

Greater Philadelphia Area

Criminal Justice Instructor

Financial Specialist

Financial Advisor

Financial Services Representative

Financial Advisor

Sales Rep

University of Wisconsin-Madison

University of Chicago

Evanston Township High School (E.T.H.S home of the Wildkits)

Recommendations: 0

Jake Bucha

Internal Account Executive

Greater Philadelphia Area

Internal Account Executive

Financial Specialist

Financial Advisor

Pharmaceutical Recruiter

Franklin & Marshall College

Norristown Area High School

Recommendations: 0

Microsoft Excel

New Business Development

Series 7

Microsoft Office

Investments

Mutual Funds

Wealth Management

Securities

b****[email protected]

Martina Gray

Customer Service Representative

Greater Philadelphia Area

Customer Service Representative

Accountant

Accounts Payable

Consultant

Accountant/Office Assistant

Financial Specialist

Senior Accountant

Accounting Manager

Senior Accountant

Bloomsburg University of Pennsylvania

Williamsport Area Community College

Recommendations: 0

Microsoft Office

Microsoft Excel

Microsoft Word

Oracle

ADI

Business Objects

Accpac

Mapics

m****[email protected]

Eric Ponomarev

Exclusive Financial Specialist

Greater Philadelphia Area

Exclusive Financial Specialist

Licensed Banker

Relationship Manager

Temple University

Recommendations: 0

Universal Life

Roth IRA

IRA Rollovers

Simple IRA

Whole Life

Wealth Building

Fixed Annuities

529 Plans

e****[email protected]

Eric Daloisio

Financial Specialist

Greater Philadelphia Area

Financial Specialist

Liberty University

Recommendations: 0

Lisette Morgan

Branch Account Manager

Greater Philadelphia Area

Branch Account Manager

Branch Manager-AVP

Assistant Branch Manager

Licensed Financial Sales Consultant

Financial Specialist

Full-time Customer Service

Part-time Customer Service

Recommendations: 0

Small Business Lending

Banking

Commercial Lending

Loans

Consumer Lending

Credit

Commercial Banking

Mortgage Lending

l****[email protected]

Dino Ditri

Financial Consultant

Greater Philadelphia Area

Financial Consultant

Asst. Controller

Financial Specialist

Recommendations: 0

Justin Doppler

Agency Owner

Greater Philadelphia Area

Agency Owner

Exclusive Financial Specialist

Wealth Management Consultant

Manager, Financial Services

Agent

University of Maine

Rancocas Valley Regional High School

Recommendations: 0

Disability Insurance

Life Insurance

Fixed Annuities

Retirement

Term Life Insurance

Financial Services

Wealth Management

Retirement Planning