What departments does 1847Financial- New York, NY, & Wakefield, MA have?

1847Financial- New York, NY, & Wakefield, MA has employees across 6 departments including Operations, Analytics, Finance, Consultant, Human Resources.

What is the largest department at 1847Financial- New York, NY, & Wakefield, MA?

The largest department at 1847Financial- New York, NY, & Wakefield, MA is Finance with 22 employees.

Where are 1847Financial- New York, NY, & Wakefield, MA employees located globally?

1847Financial- New York, NY, & Wakefield, MA has employees across 2 continents and 3 countries including Netherlands, United States Of America, Canada.

How has 1847Financial- New York, NY, & Wakefield, MA's team size changed over time?

1847Financial- New York, NY, & Wakefield, MA's team has decreased from approximately 51 to 48 employees based on available data.

1847Financial- New York, NY, & Wakefield, MA Employee Directory

Financial ServicesNew York, United States11-50 Employees

1847Financial is a national network of financial services firms affiliated with Penn Mutual and HTK, the broker-dealer and registered investment adviser. It extends the mutual-company ethos of Penn Mutual to independent financial professionals by offering customized support for building durable practices, including business planning and coaching. The network emphasizes a client-first approach to life insurance and wealth management and supports advisors with local-market resources.

Headquartered in New York, NY, and Wakefield, MA, the organization serves a national market within the financial services industry and positions itself as a primary affiliation partner for growth-oriented financial professionals. In 2025, it expanded leadership with Brandon Mann as Managing Principal for Utah/Arizona, signaling ongoing growth.

1847Financial- New York, NY, & Wakefield, MA Global Highlights

North America
92

United States Of America
91
Canada
1

Europe
1

Netherlands
1

1847Financial- New York, NY, & Wakefield, MA's Leadership

R. K.
Chief Operating Officer
Mobile Phone
Email
J. S.
Managing Partner
Mobile Phone
Email
R. O.
Partner
Mobile Phone
Email
R. V.
Partner
Mobile Phone
Email
L. V.
Practice Management Director
Mobile Phone
Email
S. F.
Managing Director
Mobile Phone
Email
S. W.
Director
Mobile Phone
Email
S. S.
Director
Mobile Phone
Email

1847Financial- New York, NY, & Wakefield, MA Employee Metrics

100%

50%

0%

2026

2025

Banking
Community & Social Services
Business
Human Resources
Accounting
Other
Administrative

Contact profiles from 1847Financial- New York, NY, & Wakefield, MA

Name

Title

Contact Info

Location

Last Update

J. S.
Managing Partner
Mobile Phone
Email
Apr 15, 2026
R. O.
Partner
Mobile Phone
Email
United StatesNew York
Sep 08, 2025
R. K.
Chief Operating Officer
Mobile Phone
Email
UNITED STATES
Mar 07, 2023
R. V.
Partner
Mobile Phone
Email
United StatesNew York
Oct 22, 2024
L. V.
Practice Management Director
Mobile Phone
Email
United StatesNew York
Jun 02, 2026
S. F.
Managing Director
Mobile Phone
Email
United StatesNew York
Apr 17, 2026
S. W.
Director
Mobile Phone
Email
Oct 21, 2025
S. S.
Director
Mobile Phone
Email
Mar 26, 2023
M. K.
Managing Principal
Mobile Phone
Email
United StatesNew York
May 31, 2026
S. G.
Finance Transition Services Senior Analyst
Mobile Phone
Email
UNITED STATES
Mar 08, 2023

Frequently Asked Questions

What is 1847Financial- New York, NY, & Wakefield, MA known for?

1847Financial- New York, NY, & Wakefield, MA was founded in 1967 operates in the Financial Services industry. The company's main headquarters is located in 2 Park Avenue New York, New York 10016 United States; you can contact the main corporate office by phone at

+1-212-697-****

. Explore 1847Financial- New York, NY, & Wakefield, MA's company overview page for more information.

What is 1847Financial- New York, NY, & Wakefield, MA's most common email format?

1847Financial- New York, NY, & Wakefield, MA employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more 1847Financial- New York, NY, & Wakefield, MA email formats with LeadIQ.

How many employees does 1847Financial- New York, NY, & Wakefield, MA have currently?

1847Financial- New York, NY, & Wakefield, MA has approximately 41 employees as of June 2026. These team members are located across 2 continents, including North AmericaEurope.

Who are 1847Financial- New York, NY, & Wakefield, MA's key employees and leadership?

As of June 2026, 1847Financial- New York, NY, & Wakefield, MA's key employees include:

Chief Operating Officer: R. K.
Managing Partner: J. S.
Partner: R. O.
Partner: R. V.
Practice Management Director: L. V.

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1847Financial- New York, NY, & Wakefield, MA Employee Directory

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