Jeff Swan, CFP

Seminary Admissions Counselor at Heritage College and Seminary
  • Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Location
St Marys, Ontario, Canada, CA

Topline Score

Topline score feature will be out soon.

Bio

Generated by
Topline AI

You need to have a working account to view this content.
Join now
You need to have a working account to view this content.
Join now

Credentials

  • Certificed Financial Planner, CFP
    -

Experience

  • Heritage College & Seminary
    • Canada
    • Higher Education
    • 1 - 100 Employee
    • Seminary Admissions Counselor
      • Aug 2020 - Present

      I assist potential Seminary students with program and course selection. In doing so I am afforded the opportunity of sharing the mission of Heritage College & Seminary to those interested in studying at Heritage. Our mission, is to glorify God by partnering with churches and para church organizations in providing a biblically based education equipping people for life and ministry in the church and in the world. I assist potential Seminary students with program and course selection. In doing so I am afforded the opportunity of sharing the mission of Heritage College & Seminary to those interested in studying at Heritage. Our mission, is to glorify God by partnering with churches and para church organizations in providing a biblically based education equipping people for life and ministry in the church and in the world.

  • Investia Financial Services Inc.
    • St. Marys, ON
    • Investment Fund Advisor
      • Apr 2011 - Present

  • Stonetown Financial Services
    • Manager
      • Jan 1997 - Present

      Portfolio manager for clients providing estate, financial and retirement planning solutions.

    • Certified Financial Planner
      • Jan 1997 - Present

      Working at Stonetown Financial Services I have become locally recognized for delivering successful wealth management solutions with prompt, courteous, personal and professional client service.

  • Heritage College and Seminary
    • Canada
    • Higher Education
    • 1 - 100 Employee
    • Director Of Donor Relations
      • Jan 2019 - Aug 2020

      I assist potential donors with options to partner with Heritage financially. In doing so I am afforded the opportunity of sharing the mission of Heritage College & Seminary to those interested in assisting Heritage. Our mission, is to glorify God by partnering with churches and para church organizations in providing a biblically based education equipping people for life and ministry in the church and in the world.

    • Seminary Admissions Counselo
      • Jan 2012 - Jan 2019

  • Heritage
    • Cambridge
    • Director of Donor Rel
      • Jan 2019 - Aug 2020

  • Open Doors Canada
    • Milton, ON
    • Regional Facilitator - Development
      • Mar 2007 - Jan 2012

      Managed relationships with Church leaders and donors. Arranged regional conferences / meetings, speaking engagements, and volunteer recruitment. Managed relationships with Church leaders and donors. Arranged regional conferences / meetings, speaking engagements, and volunteer recruitment.

Education

  • Fanshawe College
    Business Degree, Financial Services
    1978 - 1980
  • Heritage College & Seminary
    Bachelor's of Religous Education, Pastoral Studies/Counseling

Community

You need to have a working account to view this content. Click here to join now