Top Wholesalers in Greater Philadelphia Area
Robert E. Kane III
Regional Manager, Strategic Markets
Greater Philadelphia Area
Regional Manager, Strategic Markets
Director, Payer Strategy & Business Development
Vice President, Strategic Accounts
Regional Sales Manager - Healthcare IT
National Payer Accounts Executive
Administrator / GM / Accounts Manager
Senior Healthcare Recruiter
Internal Wholesaler
Service Consultant
Account Executive
Personal Banker - Level 3 (Part-time)
Marketing Specialist Intern
Staff Accountant Intern
Drexel University - College of Business and Administration
New Fairfield High School
Recommendations: 54
Contract Negotiations
Strategic Business...
Consultative Sales
New Business Development
Client Relationship...
Sales Cycle Management
Client Needs Assessment
Customer Service
r****[email protected]
Paul Cook, AIF®
Regional Director
Greater Philadelphia Area
Regional Director
Vice President Retirement Services
Pension Consultant
Senior Internal Wholesaler
Investment and Enrollment Specialist
Penn State University
Recommendations: 7
Defined Benefit
401k
403 b
457 Plans
Retirement Planning
Mutual Funds
Investment Advisory
Wealth Management
c****[email protected]
Chris Horan
Senior Regional Director
Greater Philadelphia Area
Senior Regional Director
Regional Vice President for Eastern PA, NJ,NY ( NYC, LI & WestchesterCo)
SVP, External Wholesaler
Internal Wholesaler
Independent Financial Advisor
Registered Representative
Junior Underwriter/Claims Support
State University of New York College at Oneonta
Valhalla HS, NY
Recommendations: 6
Series 6
Series 63
Series 65
Series 7
Alternative Investments
Investments
Hedge Funds
Fixed Income
c****[email protected]
Marc Coppotelli
Financial Advisor
Greater Philadelphia Area
Financial Advisor
PMD
PMD
Wholesaler
Vice President
Wittenberg University
Recommendations: 6
m****[email protected]
Bowen Knarr Jr
Account Manager
Greater Philadelphia Area
Account Manager
Internal Wholesaler
Mentor
Management Trainee (Drexel Co-op)
Drexel University - LeBow College of Business
Methacton
Recommendations: 5
Recruiting
Account Management
New Business Development
Management
Customer Service
Contract Negotiation
Negotiation
Fundraising
b****[email protected]
b****[email protected]
Eddie Gorrie
Account Manager
Greater Philadelphia Area
Account Manager
Firefighter, Class III
Firefighter/ EMT
Store Manager, Assistant Vice President
Personal Banker II
Sales - Labor Management Solutions
Director of Sales
Internal Wholesaler
Sales
Saint Joseph's University
Salesianum
Recommendations: 5
Non-profits
Emergency Services
Customer Relations
Insurance
Customer Service
Consultative Selling
Banking
Investments
f****[email protected]
Andreas Wochtl
Internal Wholesaler
Greater Philadelphia Area
Internal Wholesaler
Owner
Owner / Operator
Recommendations: 5
a****[email protected]
a****[email protected]
Chad O'Kane
Director of Development
Greater Philadelphia Area
Director of Development
Director of Capital and Endowment Giving
Consultant, Sales Trainer, Curriclum Designer and Coach
Marketing and Publications
Instructor
VP - Director Sales and Marketing
Internal Wholesaler
Virginia Tech
James Madison University
Radnor High School
Recommendations: 4
Fundraising
Strategic Communications
Public Speaking
Planned Giving
Donor Management
Alumni Relations
Sales Leadership Training
Curriculum Development
c****[email protected]
Bruce G. Kuennen
Director of Sales
Greater Philadelphia Area
Director of Sales
Inside Sales Manager
Sales Desk Manager - Individual Retirement
Internal Wholesaler
New Business Representative
New Business Representative
Assistant Manager
Central College
Turkey Valley High School
Recommendations: 2
Sales Management
Salesforce.com
Leadership
New Business Development
Account Management
Customer Service
Negotiation
Business Strategy
b****[email protected]
Micah Fretz
Annuity Internal Wholesaler
Greater Philadelphia Area
Annuity Internal Wholesaler
Associate, Internal Wholesaler
Business Development Manager
Admissions and Agency Representative
Leasing Consultant
Assistant Manager
Promotional Sales Representative
University of Illinois at Chicago
Northampton Community College
Recommendations: 2
Event Planning
Recruiting
Resume Writing
Sales
Applicant Tracking Systems
Customer Service
Marketing
Talent Acquisition
m****[email protected]
David Quester, CIMA®
External Wholesaler
Greater Philadelphia Area
External Wholesaler
Vice President ♦ Regional Sales Director ► Alternative Investments ★ Tactical Strategies ★ REIT's
Director ♦ Investment Director ► SMA ★ Alternative Investments ★ Closed End Funds ★ Presentations
State University of New York College at Oneonta
Recommendations: 1
Mutual Funds
Alternative Investments
Retirement
Investments
Separately Managed Accounts
Certified Investment Management Analyst
CIMA
Broker-Dealer
d****[email protected]
d****[email protected]
Sue Painter
AVP, Producer and Client Services - Annuities
Greater Philadelphia Area
AVP, Producer and Client Services - Annuities
Director, Internal Sales and Marketing
VP, Head of Sales Desk
Sales Desk Manager
Internal Wholesaler
Registered Sales Assistant
Sales Assistant
Widener University
Recommendations: 1
s****[email protected]
Patrick Cortese
401(k) Wholesaler
Greater Philadelphia Area
401(k) Wholesaler
Account Executive
Treasurer & Director
Client Relationship Associate
Intern
Saint Joseph's University
Dickinson College
Recommendations: 1
Account Management
CRM
Customer Service
Finance
Financial Services
Investments
Leadership
Management
p****[email protected]
James "Jim" James "Jim" Martin II, CLU, ChFC
Regional Annuity Vice President - South Central Territory
Greater Philadelphia Area
Regional Annuity Vice President - South Central Territory
Regional Annuity Wholesaler-Eastern US
SVP
President
Annuity Wholesaler
Annuity Wholesaler
Annuity Wholesaler
Penn State University
Montour High School
Recommendations: 1
Fixed Annuities
Life Insurance
Retirement
Retirement Planning
Insurance
Long-term Care
Variable Annuities
Financial Planners
j****[email protected]
Danielle Kelly
Regional Marketing Director
Greater Philadelphia Area
Regional Marketing Director
Internal Wholesaler
Inbound Sales Representative
Account Executive
Intern
Temple University
Millersville University of Pennsylvania
Recommendations: 0
Series 6
Series 63
Salesforce.com
Annuity Sales
Variable Annuities
Investments
Sales
Cold Calling
d****[email protected]
d****[email protected]
Hal Whalen
Managing Regional Director
Greater Philadelphia Area
Managing Regional Director
Regional Director
Hybrid Wholesaler
Internal Wholesaler
Operations Representative
University of Vermont
Recommendations: 0
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
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
d****[email protected]
Boyce Flick
Internal Wholesaler
Greater Philadelphia Area
Internal Wholesaler
Junior Sales Analyst
Recruiting and Sales Intern
Marketing and Sales Intern
Client Coordinator
Inventory Management Specialist
Rutgers, The State University of New Jersey-New Brunswick
Moorestown High School
Recommendations: 0
Sales
Investments
Finance
Investment Strategies
Consultative Selling
Cold Calling
Sales Process
Customer Service
b****[email protected]
Kara McPeak
Senior Relationship Associate
Greater Philadelphia Area
Senior Relationship Associate
Regional Consultant
Internal Wholesaler
Assistant Buying Intern
University of Pennsylvania
Villanova University
Recommendations: 0
Series 7
Series 63
Mutual Funds
Investments
Customer Relations
k****[email protected]
Drew Tirney
VP, Retirement Plan Specialist
Greater Philadelphia Area
VP, Retirement Plan Specialist
AVP, Internal Retirement Plan Wholesaler
AVP Financial Advisor Relations
Supervisor - Retirement Service Center
Team Leader - Supervisor
Rider University
Elizabethtown College
Recommendations: 0
Retirement Plans
Direct Sales
Retirement Solutions
CRM
Finance
Financial Advisory
IRAs
Leadership
d****[email protected]
Jeff Gleason
Agent
Greater Philadelphia Area
Agent
Insurance Agent
Insurance and Financial Services Representative
Brokerage Director
Internal Wholesaler
Hybrid Wholesaler
Bartender
Outside Operations
Managing Director, Institutional Sales
Regional Marketing Director
Regional Marketing Director
Regional Marketing Director
Sales Coordinator
Shippensburg University of Pennsylvania
Recommendations: 0
Series 7
Fixed Annuities
Financial Services
Sales
Variable Annuities
Mutual Funds
Life Insurance
Investment Strategies
j****[email protected]
Paul Lanzilotta
Regional Marketing Director
Greater Philadelphia Area
Regional Marketing Director
Internal Wholesaler
Associate Planner
University of Scranton
La Salle College High School
Recommendations: 0
Insurance
Retirement
Finance
Business Development
Training
Analysis
Asset Allocation
Financial Advisory
p****[email protected]
Lisa McDermott
Mutual Fund Internal Wholesaler
Greater Philadelphia Area
Mutual Fund Internal Wholesaler
Annuity and Life Insurance Sales Associate
Client Sales Associate
Vice President of Marketing
Vice President
Relationship Manager
Vice President of Sales and Marketing
West Chester University of Pennsylvania
Recommendations: 0
Lead Generation
Marketing Strategy
Marketing Communications
Copywriting
Creative Writing
Technical Writing
RFP Response
Relationship Management
l****[email protected]
Rick Corl
Global Director of Sales
Greater Philadelphia Area
Global Director of Sales
Director of Sales
Strategic Sales
Senior Vice President
Enterprise Sales Director
Flagship Group
Managing Director
Chief Internal Wholesaler
Analytics Director, Enterprise Accounts
Villanova University
University of Arizona
The Lawrenceville School
Recommendations: 0
r****[email protected]
James Mancuso, CFS®
Regional Marketing Director
Greater Philadelphia Area
Regional Marketing Director
Business Development Wholesaler
Internal Wholesaler
Inbound Sales Rep
Customer Service Agent
Monmouth University
Holy Spirit High School
Recommendations: 0
j****[email protected]
Jeannie Ann Ramos
401(k) Consultant
Greater Philadelphia Area
401(k) Consultant
District Manager
Wholesaler
Sacred Heart University
Sacred Heart University
Recommendations: 0
Salesforce.com
401k
Sales Operations
Benefits Administration
Marketing Strategy
Payroll
Employee Benefits
Relationship Management
j****[email protected]
Patrick Cunningham
Regional Director
Greater Philadelphia Area
Regional Director
Director, Business Development
Regional Director
Senior Account Executive
Internal Wholesaler
Analyst
Villanova University
Villanova University
Recommendations: 0
Investments
Financial Advisory
Relationship Management
Mergers & Acquisitions
Risk Management
Retirement Planning
Alternative Investments
Asset Management
p****[email protected]
Jeremy Diem
Director, Institutional Sales
Greater Philadelphia Area
Director, Institutional Sales
Sales Representative
Internal Wholesaler
Sales Desk Manager
Internal Wholesaler
Pennsylvania State University-Great Valley Graduate Center
Penn State University
Recommendations: 0
Series 6
Series 63
Mutual Funds
Fixed Annuities
Series 65
Series 7
Variable Annuities
401k
j****[email protected]
David Mitchell, ARPC, AIF
External Wholesaler - Regional Vice President
Greater Philadelphia Area
External Wholesaler - Regional Vice President
External Wholesaler
Drake University
Recommendations: 0
401k
Asset Allocation
Tax
Due Diligence
Pensions
Retirement
Business Planning
Retirement Plan Consulting
r****[email protected]
Roy Portner
Licensed Sales Producer
Greater Philadelphia Area
Licensed Sales Producer
Independent Agent/Broker
Director - Corporate Benefits Group
Tax Preparer
District General Agent
Licensed Sales Producer
Wholesaler
Exclusive Benefits Specialist
Principal
PFR
Registered Rep.
Owner
PFR
President
Penn State University-Harrisburg
New England College
Cheltenham High School
Recommendations: 0
Employee Benefits Consultant, Life& Health Insurance Broker
Employee Benefits
Disability Insurance
Health Insurance
Insurance
Health Savings Accounts
Long-term Care
401k
Todd Buck
President
Greater Philadelphia Area
President
Director of Sales
Vice President, Managed Solutions
VP - Divisonal Sales Manager
VP -Wholesaler
VP - Wholesaler
Marketing Director
Rowan University
Recommendations: 0
Sales Management
Mutual Funds
Training
Asset Managment
Business Intelligence
New Business Development
Business Strategy
Strategic Thinking
t****[email protected]
Nick Kursman
National Account Manager
Greater Philadelphia Area
National Account Manager
Major Account Executive
Wholesaler
Financial Advisor
Internal Wholesaler
Temple University Fox School of Business
Arizona State University
Recommendations: 0
CERTIFICATIONS Series 7 - General Securities Representative Examination FINRA
Business Development
CRM
Sales
Recruiting
Account Management
Marketing Strategy
Sales Operations
n****[email protected]
Geordie Connell
Internal Wholesaler
Greater Philadelphia Area
Internal Wholesaler
Co-Founder/Writer
Select Services Associate
Client Relationship Associate
Producer
WLVR General Manager
Lehigh University
Berkshire School
Recommendations: 0
Final Cut Pro
Social Media
Blogging
Broadcast
Sports
PowerPoint
Radio Broadcasting
Facebook
g****[email protected]
Michelle Moretto
Internal Wholesaler
Greater Philadelphia Area
Internal Wholesaler
Processing Associate
Waitress
Cocktail Waitress
Waitress
Arizona State University
Garnet Valley High School
Recommendations: 0
Customer Service
Teamwork
Sales
PowerPoint
Microsoft Office
Event Planning
Microsoft Word
Time Management
m****[email protected]
Courtney Gaston
Account Manager - Business Development
Greater Philadelphia Area
Account Manager - Business Development
Internal Wholesaler
Contracts Negotiator, Senior
Contracts Negotiator
Finance Leadership Development Program
International Accounting/Internal Audit Intern
Wealth Management Intern
The George Washington University
Loyola University Maryland
Syracuse University
Recommendations: 0
Security Clearance
Program Management
Earned Value Management
Government Contracting
Financial Analysis
Financial Modeling
DoD
Financial Reporting
c****[email protected]
Brian Teuber
Internal Wholesaler
Greater Philadelphia Area
Internal Wholesaler
Inbound Sales Representative
Credit Analyst
Fixed Income Financial Controller
Financial Analyst
Junior Claims Administrator
Drexel University - College of Business and Administration
William Penn Charter School
Recommendations: 0
Mergers & Acquisitions
Data Analysis
Corporate Finance
Analysis
Risk Management
Accounting
Photoshop
b****[email protected]
Russ Talone and Company
CERTIFIED FINANCIAL PLANNER™
Greater Philadelphia Area
CERTIFIED FINANCIAL PLANNER™
Internal Wholesaler
American College, Bryn Mawr, PA
Penn State University
Universidad de Salamanca
PVHS
Recommendations: 0
r****[email protected]
Xavier C. Allen
Wholesaler - Liquid Alternatives
Greater Philadelphia Area
Wholesaler - Liquid Alternatives
Financial Advisor | Financial Planning Specialist
Wealth Advisory Associate
Financial Advisor
Co-Founder & Chief Investment Officer
Wealth Management Summer Analyst
Drexel University
Clinton Senior High School (A Better Chance)
Recommendations: 0
x****[email protected]
Eric DiBraccio, CIMA
RVP, External Wholesaler
Greater Philadelphia Area
RVP, External Wholesaler
Wholesaler
Financial Advisor
University of Pennsylvania - The Wharton School
Rutgers, The State University of New Jersey-New Brunswick
Saint Joseph's University
Recommendations: 0
Mutual Funds
Investments
Alternative Investments
Sales Presentations
Fixed Annuities
Portfolio Management
Financial Services
Consultative Selling
e****[email protected]
Emily Welz (Brooks)
MoneyGuard Internal Sales Manager
Greater Philadelphia Area
MoneyGuard Internal Sales Manager
MoneyGuard Training Consultant
MoneyGuard Internal Wholesaler
MoneyGuard Inbound Representative
West Regional Operations Supervisor
Senior Operations Analyst
Operations Analyst
Loyola University Maryland
Recommendations: 0
Investments
Asset Allocation
Financial Services
Series 63
Mutual Funds
Alternative Investments
Securities
Fixed Income
e****[email protected]
Wesley Williams, CIMA ®
Sales Manager
Greater Philadelphia Area
Sales Manager
Sales Manager
Regional Sales Executive
Regional Wholesaler
Saint Joseph's University - Erivan K. Haub School of Business
Villanova University
Recommendations: 0
w****[email protected]
Jonathan CLTC
Regional 401(k) Sales Director at Lincoln Financial Distributors
Greater Philadelphia Area
Regional 401(k) Sales Director at Lincoln Financial Distributors
Internal Wholesaler
Leadership Preparation Program Member
Marketing Finance Co-Op
Sergeant: Infantry Squad Leader
Temple University
Recommendations: 0
Certified in Sensitive Site Exploitation
Certified Rifle and Pistol Shooting Instructor
Certified NRA Refuse To Be a Victim Instructor
Certified in Train the Trainer Course
Infantry Squad Leaders Course
Survival Level Arabic Course
Microsoft Excel
SAP
j****[email protected]
Orazio Musumeci
Real Estate Wholesaler
Greater Philadelphia Area
Real Estate Wholesaler
Temple University
Recommendations: 0
Microsoft Office
Microsoft Excel
Microsoft Word
PowerPoint
Customer Service
English
Windows
Research
o****[email protected]
Steven W. Smith
Internal Wholesaler
Greater Philadelphia Area
Internal Wholesaler
Dickinson College
Recommendations: 0
s****[email protected]
Christian Faino
Internal Advisor Consultant
Greater Philadelphia Area
Internal Advisor Consultant
Assistant Vice President / Internal Advisor Consultant
Assistant Vice President / Practice Management Consultant
Assistant Vice President / Hybrid Wholesaler
Premiere Team Financial Services Advisor
Financial Manager
Temple University
Art Institute of Philadelphia
Recommendations: 0
Mutual Funds
Investments
Alternative Investments
Asset Allocation
Fixed Income
Separately Managed Accounts
Series 7
Equities
c****[email protected]
Ashley Beebe
Internal Wholesaler
Greater Philadelphia Area
Internal Wholesaler
Server
Advanced Internal Sales Representative- Mutual Funds, Wirehouse Division
Recommendations: 0
Mutual Funds
Series 63
Series 6
Retirement Planning
401k
Retirement
Investments
Life Insurance
a****[email protected]
Doug Farrington
Internal Wholesaler
Greater Philadelphia Area
Internal Wholesaler
Regional Sales Director
Credit Analysis Intern
MOORE SCHOOL OF BUSINESS, University of South Carolina
University of South Carolina-Columbia
Bishop Shanahan High School
Recommendations: 0
Sales
Time Management
Financial Analysis
Management
Cold Calling
Lead Generation
Microsoft Excel
Leadership
f****[email protected]
Paul Galdes
Internal Wholesaler
Greater Philadelphia Area
Internal Wholesaler
Investment Consultant
Mortgage Loan Originator
Registered Representative at New England Securities
Financial Representative
Branch Manager
The American College
Immaculata University
Recommendations: 0
Investments
Financial Services
Finance
Series 7
Series 6
Retirement Planning
Insurance
Life Insurance
p****[email protected]
Doug Kish
AVP; Advisor Recruiting
Greater Philadelphia Area
AVP; Advisor Recruiting
Vice President; Senior Recruiter
Vice President; Executive Recruiter
Recruiter
Regional Sales Associate
Internal Wholesaler
Saint Bonaventure University
Kenston High School
Recommendations: 0
Mutual Funds
Asset Management
Insurance
Alternative Investments
Hedge Funds
Annuities
Sales Recruitment
Structured Products
d****[email protected]
Daina Lazda
AVP, Annuity Market Segment
Greater Philadelphia Area
AVP, Annuity Market Segment
Director, Marketing Communications
Assistant Director, Product and Channel Marketing
Director, Corporate Marketing
Head of Marketing Strategy and Annuity Research
Director, Annuity Marketing
Retail Annuity Internal Wholesaler
Financial Advisor
Bachelors Degree
Recommendations: 0
Financial Services
Market Research
Sales Operations
Sales
Marketing
Marketing Strategy
Strategic Planning
Product Development
d****[email protected]
d****[email protected]
Sam Veneziale
Regional Director
Greater Philadelphia Area
Regional Director
Internal Account Executive
Internal Wholesaler
Penn State University
Lansdale Catholic
Recommendations: 0
s****[email protected]
Cindi Hassrick
Vice President
Greater Philadelphia Area
Vice President
Owner/Consultant
Senior Product Manager - Nulojix Marketing
Owner/Consultant
Director Strategic Marketing
Vice President Specialty Services
Vice President
Market Manager, Exanta
Managed Markets Manager, Oncology
Wholesaler Sales
Director / Assistant Director / Pharmacist
Temple University College of Pharmacy
Temple University School of Pharmacy
Recommendations: 0
Managed Care
Strategic Planning
Product Development
Pharmaceutical Industry
Diabetes
Healthcare
Cardiology
Biotechnology
a****[email protected]
Scott Mulvaney
Director of Enterprise Sales
Greater Philadelphia Area
Director of Enterprise Sales
National Account Manager
Vice President, Product Specialist
District Manager
Sales Executive
Relationship Manager
Wholesaler
Internal Wholesaler
Sales Executive
Tufts University
Recommendations: 0
Human Resources
Salesforce.com
Employee Benefits
Insurance
Sales Management
Cold Calling
Series 7
Relationship Management
s****[email protected]
Michael Whitlark
AdviceNext Field Consultant
Greater Philadelphia Area
AdviceNext Field Consultant
Sr. Internal Wholesaler
Inbound Sales Representative
Production Manager
Medical Records Clerk
Drexel University
Recommendations: 0
Adaptability
Computer Proficiency
Competitive
Positive Personality
Dependable Team Player
Sales
Sales Process
Live Meeting
m****[email protected]
Richard Dominico
Manager - Generic Sales
Greater Philadelphia Area
Manager - Generic Sales
Sales Analyst II - Generics
Account Manager
Internal Wholesaler
Penn State University
Recommendations: 0
Series 63
Series 6
Fixed Annuities
Retirement
Mutual Funds
Sales
Building Relationships
Insurance
r****[email protected]
