CITADEL - Key Persons
Job Titles:
- Certified Private Wealth Advisor
- CFP®, CPWA® Senior Financial Advisor
Seth works one-on-one with Citadel members and the local community to design and implement a customized financial plan tailored to try to meet their specific goals.
Seth joined Citadel in 2013 and has 10 years of financial planning experience. Seth grew up in Honey Brook, Pennsylvania and graduated from Twin Valley High School. He is a graduate of Clemson University, where he earned a Bachelor of Science degree in Accounting.
Seth is also a Certified Private Wealth Advisor® professional. This advanced certification is designed to educate financial planners on serving the needs of high net worth clients. As a CPWA® professional, Seth specializes in estate planning, risk management, tax planning, portfolio construction, and charitable giving. The CPWA® certification is offered through The Investments and Wealth Institute®. Seth completed the University of Chicago Booth School of Business Executive Education program as part of the certification process.
At Citadel, our passion goes beyond merely meeting your banking needs. With every interaction, we want to exceed your expectations, making you a highly satisfied customer. Come visit us today!
At Citadel, our passion goes beyond merely meeting your banking needs. With every interaction, we want to exceed your expectations, making you a highly satisfied customer. Come visit us today!
Job Titles:
- Member of the Business Banking Team
- Member of the Business Team
At Citadel, our passion goes beyond merely meeting your banking needs. With every interaction, we want to exceed your expectations, making you a highly satisfied customer. Come visit us today!
At Citadel, our passion goes beyond merely meeting your banking needs. With every interaction, we want to exceed your expectations, making you a highly satisfied customer. Come visit us today!
Job Titles:
- Member of the Business Banking Team
- Member of the Business Team
- Senior Relationship Manager
At Citadel, our passion goes beyond merely meeting your banking needs. With every interaction, we want to exceed your expectations, making you a highly satisfied customer. Come visit us today!
Clinton assists Citadel members with a variety of insurance and investment needs including asset management, retirement planning, estate planning, and wealth preservation.
Clinton is a graduate of St. Joseph's University where he earned a Bachelor's degree in Finance.
Job Titles:
- Commercial Loan Officer
- Market Manager
Growing your business is important. Jackie works closely with her clients to find the right products and tools to help their businesses thrive. It is her goal to guide you through the lending process from start to finish. Get Started.
Whether you're just getting started or expanding your business, Citadel offers commercial lending products with competitive rates and flexibility to meet your unique business needs.
Jackie has over 20 years of banking experience in the Greater Philadelphia area. She has served in various retail banking and management roles during her time at Citadel.
Jackie has extensive experience providing financial services to both members and local businesses. Her expertise combined with her passion for helping people makes Jackie the ideal partner to help your business succeed. Through a unique one-on-one approach, Jackie will evaluate and recommend a tailored solution that best fits your business needs.
At Citadel, our passion goes beyond merely meeting your banking needs. With every interaction, we want to exceed your expectations, making you a highly satisfied customer. Come visit us today!
Job Titles:
- CFP®, Senior Financial Advisor
Partner with Jared to create a customized plan and receive exceptional service.
At Citadel, our passion goes beyond merely meeting your banking needs. With every interaction, we want to exceed your expectations, making you a highly satisfied customer. Come visit us today!
At Citadel, our passion goes beyond merely meeting your banking needs. With every interaction, we want to exceed your expectations, making you a highly satisfied customer. Come visit us today!
Job Titles:
- Member of the Business Banking Team
- Member of the Business Team
- Cash Management Manager
Job Titles:
- Member of the Business Banking Team
- Member of the Business Team
- Senior Relationship Manager
At Citadel, our passion goes beyond merely meeting your banking needs. With every interaction, we want to exceed your expectations, making you a highly satisfied customer. Come visit us today!
Growing your business is important, and John understands that no two business are alike. He works closely with his clients to find and obtain financing to help their businesses grow. Get started.
Whether you're just getting started or expanding your business, Citadel offers commercial lending products with competitive rates and flexibility to meet your unique business needs.
John Hamilton has over 35 years of experience in the financial services industry in the Greater Philadelphia Area. He spent the first 20 years of his career working in retail banking, during which he served as a branch manager and regional manager.
For the second part of his career, John worked as a commercial loan officer at community banks and credit unions throughout the Philadelphia region. With over fifteen years working in commercial lending, John has experience assisting individuals, small businesses, and large corporations with obtaining financing for their unique business needs.
A longtime resident of the Philadelphia area, John is a native from Delaware County. John earned a Bachelor of Science in Business Administrative Management from Penn State University.
Job Titles:
- Member of the Business Banking Team
- Member of the Business Team
- Senior Relationship Manager
When you partner with Joseph, you'll have access to a wide array of investment solutions.
Joseph has been providing financial advice to clients for over 20 years. He began his career with Morgan Stanley after completing a comprehensive training program at the World Trade Center in March 2000. Joe then transitioned to PNC Bank in Lansdale, Pa and there he provided investment, retirement, and estate planning advice to banking clients before joining the Citadel team. Joseph received his Retirement Income Certified Professional (RICP) designation from The American College of Financial Services, † the RICP is a professional designation that implies specialized education in retirement income and commitment to professional and ethical best practices
Joseph is a graduate of Philadelphia Textile University with a Bachelor of Science degree.
Job Titles:
- Member of the Business Banking Team
- Member of the Business Team
- Senior Relationship Manager
Job Titles:
- Member of the Business Banking Team
- Member of the Business Team
- Business Banking Intelligence and Operations Manager
Job Titles:
- Member of the Business Banking Team
- Member of the Business Team
- Senior Relationship Manager
At Citadel, our passion goes beyond merely meeting your banking needs. With every interaction, we want to exceed your expectations, making you a highly satisfied customer. Come visit us today!
At Citadel, our passion goes beyond merely meeting your banking needs. With every interaction, we want to exceed your expectations, making you a highly satisfied customer. Come visit us today!
At Citadel, our passion goes beyond merely meeting your banking needs. With every interaction, we want to exceed your expectations, making you a highly satisfied customer. Come visit us today!
At Citadel, our passion goes beyond merely meeting your banking needs. With every interaction, we want to exceed your expectations, making you a highly satisfied customer. Come visit us today!
Job Titles:
- Member of the Business Banking Team
- Member of the Business Team
- Head of Business Banking
At Citadel, our passion goes beyond merely meeting your banking needs. With every interaction, we want to exceed your expectations, making you a highly satisfied customer. Come visit us today!
At Citadel, our passion goes beyond merely meeting your banking needs. With every interaction, we want to exceed your expectations, making you a highly satisfied customer. Come visit us today!
At Citadel, our passion goes beyond merely meeting your banking needs. With every interaction, we want to exceed your expectations, making you a highly satisfied customer. Come visit us today!
Job Titles:
- Member of the Business Banking Team
- Member of the Business Team
- Community Banking Officer
Job Titles:
- Springfield Market Manager
At Citadel, our passion goes beyond merely meeting your banking needs. With every interaction, we want to exceed your expectations, making you a highly satisfied customer. Come visit us today!
At Citadel, our passion goes beyond merely meeting your banking needs. With every interaction, we want to exceed your expectations, making you a highly satisfied customer. Come visit us today!