Center for Wealth Preservation
Address: 202W, 6800 Jericho Turnpike, Syosset, NY 11791 Hours: Closed ⋅ Opens 8:30AM Friday8:30AM–4:30PMSaturdayClosedSundayClosedMonday8:30AM–4:30PMTuesday8:30AM–4:30PMWednesday8:30AM–4:30PMThursday8:30AM–4:30PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (516) 364-4203: : : Place name: Category: : Website: : : Website: http://cwpmetro.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question
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Center for Wealth Preservation Employees
Astoria Bank May 2015 - Present
HSBC March 2013 - May 2015
JPMorgan Chase November 2008 - November 2012
JPMorgan Chase November 2008 - November 2012
Exit Realty Partners/US One Mortgate November 2005 - July 2008
Center for Wealth Preservation 2008 - 2008
Skills
New Business Development, Commercial Banking, Retail Banking, Sales Management, Wealth Preservation, Investments, Portfolio Management, Relationship Management, Wealth Management..., Business Development, Management, Banking, Commercial Lending, Credit, Finance, Financial Services, Loans, Mortgage Lending, Strategic Financial..., Wealth Management
Education
Marist College
BS, Business Management & Communications
SBH Financial Services March 2008 - Present
Center for Wealth Preservation March 2013 - January 2015
New York Life Insurance Company November 2011 - May 2013
Sleepy's June 2007 - November 2011
Bank of New York/ JPMorgan Chase May 2004 - May 2007
Skills
Small Business, Finance, Insurance, Strategic Financial..., Financial Services, Tax, Financial Analysis, Leadership, Customer Service, Retirement, QuickBooks, Investments, Life Insurance, Accounting, Accounts Payable, Business Planning, Employee Benefits, Microsoft Excel, Budgets, Securities, Risk Management, Mutual Funds, Financial Planners, Retirement Planning, Time Management, Financial Statements, Estate Planning, 401k, Fixed Annuities, Health Insurance, Disability Insurance, Analysis, Wealth Management, Investment Advisory, Bookkeeping, Payroll, General Ledger, Account Reconciliation, Invoicing, Financial Reporting, Series 63, Financial Advisory, Long-term Care, Series 6, Mortgage Lending, Business, Auditing, Accounts Receivable, Access, Tax Preparation
Education
State University of New York College at Old Westbury
Bachelor of Science (B.S.), Accounting
University of Phoenix
Master of Business Administration (MBA), Business Administration and Management, General
MALVERNE HIGH SCHOOL
Center for Wealth Preservation September 2012 - May 2014
Wells Fargo Advisors October 2009 - August 2011
Skills
Customer Service, Insurance, Strategic Planning, Team Building, Life Insurance, Microsoft Excel, Analysis, Microsoft Office, Financial Services
Education
University of Maryland College Park 2008 — 2012
Bachelor's degree, Economics
Paul D. Schreiber High School
Festo November 2014 - Present
Center for Wealth Preservation September 2013 - November 2014
Skills
Retirement Planning, Insurance, Employee Benefits, Wealth Management, Retirement, Estate Planning, 401k, Human Resources, Management
Education
State University of New York at Stony Brook 2013 — 2016
Master's Degree, Human Resources Management
State University of New York at Albany 2008 — 2012
Bachelor of Arts (BA), Psychology
Saint Anthony's High School 2004 — 2008
Bank of America June 2015 - Present
Network Infrastructure Inc May 2013 - August 2013
Center for Wealth Preservation June 2012 - August 2012
Network Infrastructure Inc June 2010 - August 2010
Skills
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Access, Minitab Statistical..., Basic Knowledge of..., Bloomberg, Stock-Trak Simulation..., Oanda Currency Trading...
Education
University of Delaware - Lerner College of Business and Economics 2011 — 2015
Bachelor’s Degree, Finance Major / International Business and Economics Minors
Chaminade High School 2007 — 2011
Center for Wealth Preservation 2014 - Present
Kryjak Marketing Consulting 2013 - 2014
Overseas Military Sales Group 2010 - 2013
Overseas Military Sales Group 2006 - 2009
Overseas Military Sales Group 2000 - 2006
Avis Budget Group 1994 - 1999
Greenstone Roberts Advertising 1993 - 1994
Saatchi & Saatchi 1992 - 1993
FCB Leber Katz 1989 - 1992
Skills
Integrated Marketing, Direct Marketing, Product Marketing, Strategy, Marketing Communications, Digital Marketing, Advertising, Marketing, Management, Marketing Strategy, Market Planning, Analytics, Business Development, E-commerce, New Business Development, Corporate Communications, Strategic Planning, Online Advertising, Financial Planning
Education
Island Trees
Dowling College
Master of Business Administration (MBA), Corporate Finance, 3.95 GPA
LIU Post
Bachelor of Science (B.S.), Marketing, 4.0 GPA
Stony Brook University
Certificate in Project Management
NADAP December 2013 - Present
Center for Wealth Preservation August 2012 - July 2013
Clear Channel Communications 2007 - 2008
Skills
Social Media, PeopleSoft, Process Scheduler, Human Resources, Sales, Advertising, Community Outreach, Employee Relations, Facebook, Office Administration, Training, Management, Leadership, Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Outlook, Youth Mentoring, Youth Programs, Youth Leadership, Time Management, Highly detail oriented, Entrepreneurship, Finance, Onboarding, Organizational..., Sales Management
Education
Saint Joseph's College 2005 — 2007
Bachelor of Arts (B.A.), Human Relations and Research Methods
Farmingdale State University of New York 2003 — 2005
Associate's degree, Liberal Arts and Sciences, General Studies and Humanities
Center for Wealth Preservation February 2010 - Present
Waldman Diamond Company January 2002 - February 2010
M. Fabrikant & Sons August 1996 - December 2001
Skills
Whole Life Insurance, Surviorship Life..., Term Life Insurance..., Disability Income..., Long Term Care Insurance, Estate Planning, Business Planning -..., Insurance Audits, Executive Compensation..., Disability Insurance, Whole Life, Key Person Insurance, Customer Service, Buy-sell Agreements, Financial Services, Sales, Retail, Small Business, Long-term Care, Retirement Planning, Retirement, Employee Benefits, Financial Planners, Insurance, Business, Business Planning, Leadership, Strategy, Marketing, Selling, Management, Business Development, Executive Management, CRM, New Business Development, Financial Planning
Education
Hofstra University
Business, Marketing
Gemological Institute of America-New York
Graduate Gemologist, Diamonds, Colored Stones, Pearls
7-Eleven April 2013 - Present
Lakhi General Contracting Inc. May 2008 - April 2013
Center for Wealth Preservation May 2011 - September 2011
Education
Bentley University 2008 — 2012
Bachelor of Science, Management, Dual Liberal Studies; Ethics and Social Responsibility, 3.43
RMIT University 2010 — 2011
Marketing/Marketing Management, General
Oyster Bay High School 2004 — 2008
Citi September 2013 - Present
Center for Wealth Preservation March 2013 - September 2013
North Shore Financial Group, An Office of MetLife December 2008 - December 2012
Digital Brand Marketing Education 2010 - 2012
Skills
Wealth Management, Financial Planning, Mutual Funds, Retirement Planning, Fixed Annuities, Retirement, Disability Insurance, Long-term Care, Investments, IRAs, 401k Rollovers, Estate Planning, Life Insurance, Series 63, Financial Advisory, Financial Planners, Asset Allocation, 401k, Pensions, Series 6, Securities, Strategic Financial...
Education
Саратовский Государственный Социально-Экономический Университет / Saratov State Socio-Economic University 2001 — 2007
International Economics, marketing and finance, MA
Wexford Financial Strategies November 2013 - Present
Center For Wealth Preservation June 2009 - November 2013
AllianceBernstein August 2007 - March 2009
Neuberger Berman January 2006 - July 2007
Neuberger Berman August 2003 - December 2005
Neuberger Berman December 2000 - July 2003
PricewaterhouseCoopers September 1999 - November 2000
Education
Penn State 1995 — 1999
BS, Finance with High Distinction
Manalapan High School 1992 — 1995
Forest Hills Financial Group February 2012 - Present
MacLeod Capital Advisors 2009 - April 2012
Center for Wealth Preservation 2011 - 2011
Sheffield Investments, New York 2007 - 2008
ING Bank, London 2004 - 2007
Commerzbank Securities, London 2002 - 2004
Nomura, London 1998 - 2001
JPMorgan, London 1997 - 1998
BZW, London 1995 - 1997
Morgan Stanley, London 1992 - 1995
Skills
Turn Around Management, Private Equity, Financial Structuring, Emerging Markets, Project Finance, Wealth Building, Wealth Preservation
Education
University of Cape Town 1979 — 1982
B.Com
St George’s Grammar School, Cape Town, South Africa 1971 — 1976
Joint Matriculation Board
Santander Bank, N.A. May 2014 - Present
Santander Bank, N.A. (formerly Sovereign Bank) June 2013 - May 2014
Chase Bank October 2009 - May 2013
Chase Investment Services Corporation October 2009 - March 2011
Center for Wealth Preservation June 2008 - June 2009
J.P. Turner & Company, LLC January 2008 - July 2008
Skills
Business Banking Options, Business Cash Flow..., Business Lending, SBA Lending, Credit Analysis, Credit, Portfolio Management, Commercial Banking, Commercial Lending, Credit Risk, Cross Selling, Lines Of Credit, Small Business Lending, Loan Origination, Banking, Relationship Management, Cash Management, Commercial Mortgages, Financial Risk, Loans, Mortgage Lending, Financial Analysis, SBA
Education
State University of New York at Old Westbury 2006 — 2008
BS Business Administration, Finance & Business Management
State University of New York at Stony Brook 2004 — 2006
Bachelor of Science (BS), Business Administration & Finance
Center for Wealth Preservation January 2009 - Present
Signator Investors, Inc / John Hancock Financial January 1994 - January 2009
Pfizer 1974 - 1983
Skills
Long Term Care, Insurance, Retirement, Securities, Protection, Disability Insurance, Retirement Planning, Estate Planning, Mutual Funds, Annuities, Succession Planning, Wealth Management, Wealth, Business Planning, Wealth Accumulation, Wealth Preservation
Education
Howard University 1969 — 1973
BS, Chemistry/Zoology
MALVERNE
4Thought Financial Group, Inc., Syosset, Long Island, New York August 2009 - Present
Park Avenue Securities November 2007 - March 2012
National Network of Accountants Investment Advisors, Inc., Long Island, New York November 2007 - March 2010
Center for Wealth Preservation January 2007 - November 2007
AXA Distributors, LLC January 2003 - May 2004
JPMorgan Chase June 2002 - December 2002
Education
Thunderbird School of Global Management 2005 — 2006
MBA, International Development, International Securities Investment, Entrepreneurship
Colgate University 1998 — 2002
BA, Economics
Dipaola Financial Group July 2013 - Present
Center for Wealth Preservation August 2008 - July 2013
Prudential Financial October 2004 - August 2008
Maxi/Micro Inc. November 1981 - July 2004
InfoTech Consulting June 1990 - October 1995
Booz Allen & Hamilton October 1971 - October 1981
Skills
Life Insurance, Long Term Care Insurance, Disability Insurance, Retirement, Financial Services, Fixed Annuities, Employee Benefits, Health Insurance, Business Continuity..., Employee Benefit and..., 401k, Business Continuation..., Retirement Planning, Estate Planning, Financial Planners, Wealth Management, Asset Management, Mutual Funds, Investment Advisory, Series 63, Financial Analysis, Estate Strategies, Asset Allocation, Investment Strategies, Equities, IRAs
Education
Rensselaer Polytechnic Institute 1956 — 1964
M. Management Engineering, Marketing
James Madison HS 1954 — 1956
Center for Wealth Preservation May 2014 - Present
New York Life Insurance Company July 2011 - April 2014
Prudential Financial April 2010 - June 2011
At Your Service Catering & Event Design January 2007 - April 2010
Skills
Analysis, Insurance, Finance, Retirement Planning, Securities, Retirement, Fixed Annuities, Accounting, Tax, Financial Services, Long-term Care, FINRA, Investments, Strategic Financial..., Access, Financial Planning, Business Planning, Disability Insurance, Life Insurance, Long Term Care Insurance, Wealth Management
Education
Johnson & Wales University 2001 — 2003
BS Sports Entertainment/Event Management, Business
Nassau Community College 1999 — 2001
Associate's degree, Liberal Arts and Sciences/Liberal Studies
St. Dominic High School 1995 — 1999
Pratt & Whitney January 2014 - Present
LPL Financial June 2012 - September 2013
LPL Financial August 2010 - July 2012
San Diego County Regional Airport Authority December 2009 - March 2010
Chicago Transit Authority February 2009 - November 2009
Chicago Transit Authority October 2007 - February 2009
Renewal by Andersen March 2006 - August 2008
Entrust Chicago January 2007 - September 2007
Center for Wealth Preservation 2006 - 2006
Skills
Financial Analysis, Budgets, Accounting, Forecasting, Strategic Planning, Microsoft Excel, PowerPoint, Finance, Financial Modeling, Process Improvement, Project Management, Customer Service, Data Analysis, Research, Microsoft Office, Financial Reporting, Analysis, Performance Management, Marketing, Management, Business Analysis, Risk Management, Strategic Financial..., Leadership, Access, Investments, Business Strategy
Education
West Leyden
University of Illinois at Chicago 2003 — 2006
B.A, Economics, Spanish
UC San Diego Extension 2013 — 2014
Finance Certificate
Center for Wealth Preservation February 2008 - Present
Law Offices of Jeffrey R. Silverman 1989 - 2008
Skills
Retirement, Financial Planning, Disability Income...
Education
St. John's University School of Law 1983 — 1986
JD, Law
University at Albany, SUNY 1979 — 1983
BS, Economics
Center for Wealth Preservation May 2011 - Present
Northwestern Mutual Financial Network September 1994 - May 2011
Rock-A-My Baby November 1984 - August 1994
Skills
Securities, Strategic Financial..., Retirement Planning, Long Term Care Insurance, Insurance, Customer Service, Disability Insurance, Wealth Management..., Retirement, Estate Planning, Finance, Financial Services, Series 63, Series 7
Education
State University of New York College at Oswego 1974 — 1978
The Greco Planning Group 2015 - Present
Center for Wealth Preservation December 2013 - Present
NYLIFE Securities LLC June 2011 - December 2013
A1 Roofing May 2009 - May 2011
Skills
Retirement Planning, Protection..., Estate Planning, 401k Rollovers, Wealth Preservation..., Multi-generational..., Life Insurance, Insurance, Key Person Protection, Annuity Sales, IRAs, Wealth Management, Securities, Finance, Strategic Financial..., Financial Planning, Retirement
Education
Pace University - Lubin School of Business 2007 — 2011
BA, Management
Northport High School
Family Financial Services February 2012 - Present
Center for Wealth Preservation December 2010 - January 2012
Guardian October 2007 - December 2010
Maui Wowi Hawaiian Coffees and Smoothies Franchise June 2002 - October 2007
Skills
Social Media, Public Speaking, Personal Financial..., Marketing, Small Business, Team Building, Disability Insurance, Strategic Financial..., Employee Benefits, Leadership, Insurance, Nonprofits, Sales Management, Negotiation, Fundraising, Social Networking, Leadership Development, Start-ups, Financial Services, New Business Development, Project Planning
Education
Farmingdale State University of New York
Associate's degree, Marketing
Hofstra University
Center for Wealth Preservation January 2014 - Present
MetLife September 2010 - December 2013
Morgan Stanley December 2007 - June 2009
AXA Equitable 1998 - 2007
JP Morgan Chase 1995 - 1998
Chemical Bank 1988 - 1995
Citibank 1984 - 1988
Skills
Risk Management, Financial Services, Portfolio Management, Finance, Business Analysis, Insurance, Disability Insurance, Asset Allocation, Small Business, Retirement, Program Management, Vendor Management, Financial Risk, Retirement Planning, Employee Benefits, Analysis, Strategic Financial..., Investments, Securities, Mutual Funds, SDLC, Fixed Annuities, Series 7, Wealth Management, Asset Management, Team Building, Strategic Planning, Financial Modeling, Process Improvement, Banking, Estate Planning, Strategy, Life Insurance, Management, Business Planning, Equity Research, Financial Planning, Leadership, Financial Analysis, Business Process..., Equities, Relationship Management, Financial Advisory
Education
New York University - Polytechnic School of Engineering 1978 — 1981
M. S., Computer Science
University of Pittsburgh 1969 — 1975
Ph.D., Physics
Kolkata University 1966 — 1969
Master of Science (M.Sc.), Physics
Hindu School
Hindu School
Center for Wealth Preservation March 2013 - Present
Wellness Financial Advisors June 2011 - December 2012
Southern Africa Sustainable Development Initiative February 2011 - June 2011
Tammy Paxton EA, CFP May 2010 - January 2011
Skills
Public Speaking, Marketing, Event Planning, Social Media, Customer Service, Nonprofits, PowerPoint, Microsoft Office, Research, Social Networking, Microsoft Word, Microsoft Excel, Facebook, Management
Education
Belmont University 2009 — 2012
Bachelor of Arts (B.A.), Social Entrepreneurship
University of Cape Town 2011 — 2011
Social Entrepreneurship
Center for Wealth Preservation January 2015 - August 2015
Don Jagoda Associates June 2013 - September 2013
Southampton Arts Festival October 2012 - December 2012
Campus Socialite Media September 2010 - December 2010
Skills
Public Relations, Social Media, Research, Internal Communications, WordPress, Direct Mail, Event Management, Event Planning, Microsoft Office, Marketing Communications, Sponsorship, Social Media Marketing, Corporate Branding, Publishing, Public Speaking, Photoshop, Retail, Social Networking, Advertising, Online Advertising, Marketing, Facebook, Online Marketing, Digital Media
Education
St. John's University
Bachelors of Science, Communications - PR/Marketing
St. John's University
Bachelor of Science (B.S.), Business/Corporate Communications
Independent Insurance Agent October 2012 - Present
PointBenefit August 2010 - August 2013
National Securities August 2010 - May 2013
Center for Wealth Preservation April 2010 - August 2010
JP Morgan Chase January 2007 - April 2010
Skills
Insurance, Fixed Annuities, Annuities, 401k, Retirement Plans, Group Health, Life Insurance, Disability Insurance, Long Term Care, Special Needs Planning, Estate Planning, Executive Benefits, Retirement Planning, Mutual Funds, Wealth Management, Equities, Financial Services, Indexed Annuities, IRAs, Series 63, Small Business, Term Life Insurance, Long-term Care
Education
Stony Brook University
Sachem
Relationship Science January 2015 - Present
Relationship Science June 2013 - December 2014
Center for Wealth Preservation May 2011 - August 2011
Bath and Body Works October 2008 - May 2011
Skills
Teamwork, Microsoft SQL Server, Data Analysis, Word Processing, Microsoft Excel, Public Speaking, Environmental Issues, Databases, Cold Calling, Research
Education
Baruch College, City University of New York (CUNY) 2015 — 2017
Master of Science (MS), Statistics
State University of New York College at Geneseo 2009 — 2013
BA, Economics and Math
Richard W. Paul & Associates October 2011 - Present
The Rich Paul Show on WJR News/Talk 760 AM July 2012 - Present
Midwest Financial Consultants, Inc. 2006 - Present
Financial Safari October 2011 - November 2013
Fidelity Financial 2000 - 2006
Center for Wealth Preservation 1994 - 2000
Consumer Consultants 1990 - 1994
Skills
Income Planning, Financial Planning, Retirement Planning, Wealth Optimization, IRA Rollovers, 401k Rollovers, 401(k) Plans, Annuities, Asset Allocation, Financial Advising, Financial Consulting, Investment Advising, Funds Analysis, Investing, Money Management, Wealth Management, Portfolio Analysis, Estate Planning, Retirement Income..., Wealth Transfer, Insurance, Financial Planners, Asset Protection, Wealth Accumulation, Strategic Financial..., Retirement
Education
University of Detroit Mercy
CFP®, Certified Financial Planner™
Margolin, Winer & Evens LLP December 2012 - Present
The Music Zoo May 2012 - November 2012
Kofler, Levenstein, Romanotto & Co., P.C. November 2011 - April 2012
JPMorgan Chase June 2008 - July 2011
Center For Wealth Preservation 2010 - 2011
King Kullen June 2007 - June 2008
Skills
Tax, Investments, Microsoft Excel, GAAP, IFRS, Real Estate, Financial Modeling, Financial Analysis, Accounting, Auditing, Financial Reporting, Financial Accounting, QuickBooks, 704(b) Basis Accounting, Strategic Financial..., 1031 Exchanges, Hedge Fund Accounting, Partnership Taxation, Tax Returns, Wealth Management, Account Reconciliation, Finance, Accounts Receivable, Hedge Funds, Accounts Payable, Real Estate Transactions, Financial Statement..., Tax Accounting, Tax Preparation, Consulting, Employee Training, ProSystem fx Tax, CCH ProSystem fx, Trusts, Fiduciary Accounting, Microsoft Office, Bookkeeping, Management, Internal Controls, Financial Statements, Income Tax, Budgets, Analysis, Financial Planning
Education
Molloy College 2011 — 2012
MBA, Accounting
Molloy College 2007 — 2011
B.S. Accounting, Accounting
Center for Wealth Preservation June 2007 - Present
Center for Wealth Preservation / Mass Mutual 2007 - Present
MetLife Financial Services May 1989 - June 2007
Skills
Estate Planning, Strategic Financial..., Wealth Management..., Marketing, Insurance, Leadership, Recruiting, Finance, Securities, Investment Advisory, Disability Insurance, Retirement, Financial Planners, Mutual Funds, Financial Planning, Retirement Planning, Management, Life Insurance, Fixed Annuities
Education
State University of New York College at Plattsburgh 1985 — 1989
bachelors, Marketing
Walt Whitman High School 1982 — 1985
Walt Whitman High School
Center for Wealth Preservation May 2006 - Present
Lincoln Financial Group July 1984 - July 2005
Skills
Small Business, Leadership, Securities, Financial Services, Financial Planners, Financial Advisory, Investment Advisory, Finance, Wealth, Management, Wealth Management..., Tax, Nonprofits, Investments, Wealth Management, 401k, Portfolio Management, Asset Management, Series 63, Marketing Strategy, Project Planning, Healthcare, Strategic Planning, Employee Benefits, Business Analysis, Asset Allocation, Non-profits, Financial Analysis, Sales, Financial Modeling, Asset Managment
Education
State University of New York College at Oneonta
BS, Business Economics/Accounting
Center for Wealth Preservation March 2015 - Present
Worldwide Branding December 2014 - March 2015
Professional Association Services and Horizon Professional Education September 2013 - July 2014
Consolidated Planning October 2007 - September 2013
St. John Knits February 2003 - August 2007
Prudential Property and Casualty Insurance July 1986 - August 1998
Skills
Event Planning, Coaching, Recruiting, Leadership Development, Management, Succession Planning, Public Speaking, Interviews, Customer Service, Sales, Project Planning, Training, Strategic Planning, Social Media, Negotiation, Talent Acquisition, Marketing Strategy, Social Networking, Microsoft Office, Employee Benefits, Team Building, Inventory Management, Non-profits, Marketing, Nonprofits, Insurance, Leadership
Education
Adelphi University 1984 — 1986
BSW, Social Work
State University of New York College at Plattsburgh
JEZ Financial Strategies March 2013 - Present
Center for Wealth Preservation December 2005 - March 2013
Sagemark Consulting July 2002 - November 2005
Park Avenue Securities LLC May 1999 - June 2002
Guardian Investor Services Corporation May 1991 - May 1999
Cigna Financial Services Corp June 1986 - May 1991
Skills
Comprehensive Financial..., Retirement Income..., Special Needs Planning, Investment Advisory..., Estate Planning, Long Term Care Plan...
Education
College of New Rochelle 1964 — 1968
Bachelor of Arts, French
Center for Wealth Preservation August 2012 - Present
Innovative Planning April 2008 - January 2012
Northwestern Mutual 2003 - 2008
Skills
Entrepreneurship, Management, Recruiting, Training, Marketing, Sales, Leadership Development, Networking, Creative Writing, Writing, Public Speaking, Team Building, Teaching, Motivational Speaking, Telephone Skills, Interviews, Creative Problem Solving, Referrals, Prospecting Skills
Education
University of Hartford 1989 — 1993
Bachelor of Arts in Communication, Advertising
Oyster Bay High School 1985 — 1989
Center for Wealth Preservation June 2015 - Present
Center for Wealth Preservation/Mass Mutual LI Metro June 2014 - Present
Center for Wealth Preservation/Mass Mutual LI Metro June 2013 - Present
Forest Hills Financial Group/Guardian/Park Ave Securities August 2001 - June 2013
Skills
The Living Balance Sheet, Tax, Investments, Fixed Annuities, Life Insurance, Business Development, Financial Risk, Fixed Income, Balance, Underwriting, Finance, Disability Insurance, Strategic Financial..., Risk Management, Loans
Education
Towson University 1996 — 2000
Marketing
US Resilience System September 2013 - Present
Independent August 2013 - Present
Regional Catastrophic Planning Team July 2012 - August 2013
Regional Catastrophic Planning Team November 2011 - July 2012
Center for Wealth Preservation October 2010 - July 2012
Stanford University Sports Medicine June 2009 - June 2010
Skills
Emergency Planning, Crisis Management, Emergency Management, Research, Disaster Response, Public Speaking, Program Management, Homeland Security, Continuity of Operations, Preparedness, Strategic Planning, Exercises, Government, Microsoft Office, Emergency Services, NIMS, CBRN, Public Safety, Contingency Planning, Business Continuity..., EMS, Government Liason, Security Operations, First Responder, Counterterrorism, Hazardous Materials, Rescue, Incident Command, Physical Security, Security Management, Weapons of Mass..., Mitigation, Business Continuity, AED, Policy, Crisis Communications, Emergency, Regional Planning, Policy Analysis, Athletic Training, Disaster Recovery, Training, Community Outreach, Public Administration, Emergency Medical, Volunteer Management, Project Planning, Grants, Community Development
Education
Metropolitan College of New York 2011 — 2012
Master of Public Administration (MPA), Disaster and Emergency Management
Quinnipiac University 2004 — 2009
BS, Sports Medicine/Athletic Training
Harborfields High
Freelance July 2014 - Present
Center for Wealth Preservation July 2013 - June 2014
Liberty Mutual Insurance January 2012 - June 2013
Global Liberty Insurance Company 2011 - 2012
Ulster Insurance Services February 2011 - October 2011
Allstate Insurance July 1986 - July 2010
Skills
General Insurance, Insurance, Property & Casualty..., Commercial Insurance, Casualty, Umbrella, General Liability, Liability, Risk Management, Underwriting, Annuities, Professional Liability, Term Life Insurance, Workers Compensation, Claims, Sales Management, Inland Marine, Disability Insurance, Motorcycle, Brokers, Claim, Legal Liability, Renters, Homeowners, Umbrella Insurance, Commercial Lines, Life Insurance, Universal Life, Whole Life, Accident, Casualty Insurance, Health Insurance, Long-term Care, Fixed Annuities
Education
LIU Post
B.S., Business
Center for Wealth Preservation December 2014 - Present
AXA Advisors September 2008 - March 2013
National Financial Network 2003 - 2006
Prudential Financial December 1995 - September 2003
Skills
Investments, Fixed Annuities, Insurance, Securities, Retirement Planning, Retirement, Mutual Funds, Wealth Management, Life Insurance, Estate Planning, Strategic Financial..., 401k, IRAs, Disability Insurance, Long-term Care, Asset Allocation, Financial Planners, Financial Planning
Education
Polytechnic University 1984 — 1985
Associate of Science (A.S.), Aerospace, Aeronautical and Astronautical Engineering
Laguardia Community College 1981 — 1983
Associate of Science (A.S.), Theoretical and Mathematical Physics
Center for Wealth Preservation April 2013 - Present
O.M. Financial Group December 2013 - Present
Ortho Kinetics, Inc. October 2008 - October 2012
Stryker August 2007 - June 2008
Ferring Pharmaceuticals September 2005 - July 2007
Empire Cardiac July 2003 - September 2005
Skills
Sales, Entrepreneurship, Insurance, Hospitals, Investments, Management, Strategic Planning, New Business Development, Marketing Strategy, Sales Operations, Contract Negotiation, Sales Management, Leadership
Education
Hofstra University
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Law Office of Evan N. Rogdakis November 2009 - Present
Center for Wealth Preservation May 2007 - Present
Skills
Estate Planning, Insurance, Wealth Management..., Securities, Retirement Planning, Retirement, Fixed Annuities, Financial Services, Asset Management, Trusts, Strategic Financial..., Investments, Long-term Care, Disability Insurance, Mutual Funds, Wealth, Investment Advisory, Investment Strategies, 401k, Financial Planning
Education
Touro College Jacob D. Fuchsberg Law Center 2003 — 2006
J.D.
Hofstra University 1999 — 2003
B.S., Economics
Center for Wealth Preservation Personal BankerAstoria Federal SavingsJune 2008 - December 2008
Education
LIU Post 2004 — 2010
MBA, Finance
Center for Wealth Preservation 2011 - Present
Education
University at Buffalo 2007 — 2011
Bachelors of Science, Finance