Omar Safwat
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Omar Safwat Email & Phone Number

Associate at Pathstone Family Office LLC at Pathstone
Location: Levittown, Pennsylvania, United States 5 work roles 2 schools
1 work email found @janney.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 86%

Contact Signals · 1 work email

Work email o****@janney.com
LinkedIn Profile matched
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Current company
Role
Associate at Pathstone Family Office LLC
Location
Levittown, Pennsylvania, United States
Company size

Who is Omar Safwat? Overview

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Quick answer

Omar Safwat is listed as Associate at Pathstone Family Office LLC at Pathstone, a company with 174 employees, based in Levittown, Pennsylvania, United States. AeroLeads shows a work email signal at janney.com and a matched LinkedIn profile for Omar Safwat.

Omar Safwat previously worked as Associate at Pathstone and Founder at Lu Investment Banking. Omar Safwat holds Bachelor'S Degree, Finance from Lehigh University.

Company email context

Email format at Pathstone

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{first_initial}{last}@janney.com
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AeroLeads found 1 current-domain work email signal for Omar Safwat. Compare company email patterns before reaching out.

Profile bio

About Omar Safwat

My passion for finance brought me all the way from Alexandria, Egypt to Lehigh University. I have completed multiple certifications/licenses, such as Bloomberg Market Concepts, Adventis Financial Modeling, Securities Industry Essentials, and Series 7.At Janney Montgomery Scott LLC, I supported the Private Client Group in providing financial advice and solutions to high-net-worth individuals. I leveraged my skills in strategic business development, communication, and market analysis as a Business Development Intern at Trameter (Lehigh@NasdaqCenter), where I contributed to the growth and expansion of the company by finding new opportunities, creating proposals and presentations, and conducting market research.I am also the founder of the Lehigh University Investment Banking Club, an organization that aims to educate and inspire students who are interested in the investment banking industry. Through this initiative, I have organized and led multiple events, workshops, and networking sessions.Fun fact: I am fluent in Arabic

Current workplace

Omar Safwat's current company

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Pathstone
Pathstone
Associate at Pathstone Family Office LLC
boston, massachusetts, united states
Website
Employees
174
AeroLeads page
5 roles

Omar Safwat work experience

A career timeline built from the work history available for this profile.

Associate

Current

Newtown Square, Pennsylvania, United States

Jun 2024 - Present

Business Development Intern

- Offered through the Lehigh@NasdaqCenter program

Aug 2023 - Nov 2023

Door To Door Sales Representative

Philadelphia, Pennsylvania, United States

Jun 2022 - Aug 2022
Team & coworkers

Colleagues at Pathstone

Other employees you can reach at pathstone.com. View company contacts for 174 employees →

2 education records

Omar Safwat education

High School Diploma

El Quds International School

Activities and Societies: Captain of Soccer team, Member of the Squash club

FAQ

Frequently asked questions about Omar Safwat

Quick answers generated from the profile data available on this page.

What company does Omar Safwat work for?

Omar Safwat works for Pathstone.

What is Omar Safwat's role at Pathstone?

Omar Safwat is listed as Associate at Pathstone Family Office LLC at Pathstone.

What is Omar Safwat's email address?

AeroLeads has found 1 work email signal at @janney.com for Omar Safwat at Pathstone.

Where is Omar Safwat based?

Omar Safwat is based in Levittown, Pennsylvania, United States while working with Pathstone.

What companies has Omar Safwat worked for?

Omar Safwat has worked for Pathstone, Lu Investment Banking, Trameter, Janney Montgomery Scott Llc, and Home Genius Exteriors.

Who are Omar Safwat's colleagues at Pathstone?

Omar Safwat's colleagues at Pathstone include Conor Casey, Nicholas Comella, Jeanette Feldman, Shanté Smith, Cdp®, Cde®, and M. Ryan Musgrove.

How can I contact Omar Safwat?

You can use AeroLeads to view verified contact signals for Omar Safwat at Pathstone, including work email, phone, and LinkedIn data when available.

What schools did Omar Safwat attend?

Omar Safwat holds Bachelor'S Degree, Finance from Lehigh University.

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