Associate
Current
Jun 2024 - Present
AeroLeads people directory · profile
Omar Safwat Email & Phone Number
Associate at Pathstone Family Office LLC
at
Pathstone
1 work email found
@janney.com
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 86%
Current company
Role
Associate at Pathstone Family Office LLC
Location
Levittown, Pennsylvania, United States
Company size
Who is Omar Safwat? Overview
A concise factual answer block for searchers comparing this professional profile.
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
This section adds company-level context without repeating Omar Safwat's masked contact details.
{first_initial}{last}@janney.com
86% confidence
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
Company context helps verify the profile and gives searchers a useful next step.
Pathstone
5 roles
Omar Safwat work experience
A career timeline built from the work history available for this profile.
Founder
Jan 2023 - Jun 2024
Aug 2023 - Nov 2023
Private Client Group Intern
Jun 2023 - Aug 2023
Door To Door Sales Representative
Jun 2022 - Aug 2022
Team & coworkers
Colleagues at Pathstone
Other employees you can reach at pathstone.com. View company contacts for 174 employees →
CC
Conor Casey
Colleague at Pathstone
Memphis, Tennessee, United States, United States
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NC
Nicholas Comella
Colleague at Pathstone
Orlando, Florida, United States, United States
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JF
Jeanette Feldman
Colleague at Pathstone
Alexandria, Virginia, United States, United States
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SS
Shanté Smith, Cdp®, Cde®
Colleague at Pathstone
Washington, District Of Columbia, United States, United States
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MR
M. Ryan Musgrove
Colleague at Pathstone
Dacula, Georgia, United States, United States
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SP
Spencer Pierce
Colleague at Pathstone
Portland, Maine Metropolitan Area, United States
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CC
Colby Chrismon, Cpa
Colleague at Pathstone
Oklahoma City Metropolitan Area, United States
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SS
Stephanie Smith
Colleague at Pathstone
Falls Church, Virginia, United States, United States
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AM
Andrew Mijango
Colleague at Pathstone
Rockville, Maryland, United States, United States
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RH
Ron Henson, Cfp®
Colleague at Pathstone
Orlando, Florida, United States, United States
View →
Conor Casey
Colleague at Pathstone
Memphis, Tennessee, United States, United States
View →
NC
Nicholas Comella
Colleague at Pathstone
Orlando, Florida, United States, United States
View →
JF
Jeanette Feldman
Colleague at Pathstone
Alexandria, Virginia, United States, United States
View →
SS
Shanté Smith, Cdp®, Cde®
Colleague at Pathstone
Washington, District Of Columbia, United States, United States
View →
MR
M. Ryan Musgrove
Colleague at Pathstone
Dacula, Georgia, United States, United States
View →
SP
Spencer Pierce
Colleague at Pathstone
Portland, Maine Metropolitan Area, United States
View →
CC
Colby Chrismon, Cpa
Colleague at Pathstone
Oklahoma City Metropolitan Area, United States
View →
SS
Stephanie Smith
Colleague at Pathstone
Falls Church, Virginia, United States, United States
View →
AM
Andrew Mijango
Colleague at Pathstone
Rockville, Maryland, United States, United States
View →
RH
Ron Henson, Cfp®
Colleague at Pathstone
Orlando, Florida, United States, United States
View →
2 education records
Omar Safwat education
Bachelor'S Degree, Finance
High School Diploma
El Quds International School
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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