Michael C Defillipo

Current Employers

Employment History

• 08/2016 → Present
  Penn Mutual Life Insurance Co
  Horsham, PA
• 08/2016 → Present
  Hornor Townsend & Kent Inc
  Horsham, PA

Other Businesses

1) INSURANCE BROKERAGE | INVESTMENT RELATED - YES | DBA NAME: N/A | POSITION HELD: AGENT | ADDRESS: 161 WASHINGTON STREET FLOOR 11, SUITE 1111, CONSHOHOCKEN, PA 19428 | START DT: 8/1/2016 | NATURE OF ACTIVITY: MULTI-LINE INSURANCE BROKERAGE | APPROX HRS PER MTH: OVER 140 HRS | APPROX TRADING HRS PER MTH: 101-140 HRS | DESCRIPTION OF DUTIES: INSURANCE SALES AND SERVICE FOR MULTIPLE CARRIERS INCLUDING PENN MUTUAL LIFE INSURANCE COMPANY. 2) INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: 1847 PRIVATE CLIENT GROUP | POSITION HELD: PARTNER | ADDRESS: 161 WASHINGTON STREET FLOOR 11, SUITE 1111, CONSHOHOCKEN, PA 19428 | START DATE: 4/1/2018 | NATURE OF ACTIVITY: LIFE INSURANCE BROKERAGE | APPROX HRS PER MTH: 41-100 HRS | APPROX TRADING HRS PER MTH: 41-100 HRS | DESCRIPTION OF DUTIES: INSURANCE SALES & SERVICE FOR MULTIPLE CARRIERS & LIFE SETTLEMENTS, INCLUDING PENN MUTUAL LIFE INSURANCE COMPANY. 3)PRODIGY GROWTH DBA | POSITION: MEMBER | NATURE: PROFESSIONAL STUDY GROUP | INVESTMENT RELATED: NO | NUMBER OF HOURS: 4 | SECURITIES TRADING HOURS: 4 | START DATE: 08/29/2023 | ADDRESS: 931 WASHINGTON LANE, JENKINTOWN PA 19428, UNITED STATES | DESCRIPTION: PROFESSIONAL STUDY GROUP OF 10 INSURANCE AND ASSET ADVISORS MEET REGULARLY TO DISCUSS INDUSTRY TRENDS AND EDUCATION. 4)BOARD OF DIRECTORS | POSITION: DIRECTOR | NATURE: PHILADELPHIA ESTATE PLANNING COUNCIL | INVESTMENT RELATED: NO | NUMBER OF HOURS: 5 | SECURITIES TRADING HOURS: 5 | START DATE: 09/15/2021 | ADDRESS: UNION LEAGUE OF PHILADELPHIA, 140 S BROAD ST, PHILADELPHIA PA 19046 | DESCRIPTION: BOARD OF DIRECTORS FOR ESTATE PLANNING COUNCIL. CHAIR OF THE NEWSLETTER COMMITTEE. 5)LIVING BEYOND BREAST CANCER BOARD OF DIRECTORS | POSITION: DIRECTOR | NATURE: NON-PROFIT ORGANIZATION SUPPORTING MEMBERS OF THE BREAST CANCER COMMUNITY | INVESTMENT RELATED: NO | NUMBER OF HOURS: 5 | SECURITIES TRADING HOURS: 0 | START DATE: 01/01/2025 | ADDRESS: 40 MONUMENT ROAD, SUITE 104, BALA CYNWYD PA 19004 | DESCRIPTION: PROVIDE GUIDANCE ON ORGANIZATIONAL DIRECTION AND PROJECT-RELATED FOCUS TO FAMILY MEMBERS / PARTNERS OF BREAST CANCER SURVIVORS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-11-09
• S63 Uniform Securities Agent State Law Examination
  2005-03-31

Designations