Wealth Advisory Group LLC
Description
Address: 355 Lexington Ave, New York, NY 10017 Hours: Closed ⋅ Opens 8AM Mon Friday8AM–5PMSaturdayClosedSundayClosedMonday8AM–5PMTuesday8AM–5PMWednesday8AM–5PMThursday8AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (212) 541-8800: Website: : : : : : Place name: Category: Website: http://www.wagroupllc.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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Wealth Advisory Group LLC Employees
Employee
Years
Job
Industry
James Pfeiffer James Pfeiffer's Wealth Advisory Group LLC Experience June 2011 - February 2013
Job Senior Accountant Finance at Mount Sinai Health System
Industry Hospital & Health Care
Experience
Mount Sinai Health System April 2015 - Present
Mount Sinai Health System February 2013 - Present
Wealth Advisory Group LLC June 2011 - February 2013
The Home Depot March 2008 - June 2011
Skills
Strategic Financial..., Financial Analysis, Investments, Financial Reporting, Managerial Finance, Accounting, Finance, Risk Management, Financial Modeling, Analysis, Financial Accounting, Asset Managment, Budgets, Cash Flow, Financial Statements, Bank Reconciliation, Asset Management, Healthcare, Healthcare Information..., Healthcare Management, Microsoft Excel
Education
University of Phoenix
BA Accounting and Finance, Accounting and Finance
University of Phoenix
Bachelor's degree, Accounting and Finance
Mount Sinai Health System April 2015 - Present
Mount Sinai Health System February 2013 - Present
Wealth Advisory Group LLC June 2011 - February 2013
The Home Depot March 2008 - June 2011
Skills
Strategic Financial..., Financial Analysis, Investments, Financial Reporting, Managerial Finance, Accounting, Finance, Risk Management, Financial Modeling, Analysis, Financial Accounting, Asset Managment, Budgets, Cash Flow, Financial Statements, Bank Reconciliation, Asset Management, Healthcare, Healthcare Information..., Healthcare Management, Microsoft Excel
Education
University of Phoenix
BA Accounting and Finance, Accounting and Finance
University of Phoenix
Bachelor's degree, Accounting and Finance
Kyle Simmons Kyle Simmons's Wealth Advisory Group LLC Experience January 2012 - March 2013
Job Associate Wealth Management Advisor at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual March 2013 - Present
Wealth Advisory Group LLC January 2012 - March 2013
New York Life Insurance Company May 2010 - January 2012
Bank of America April 2009 - April 2010
Northeast Tae Kwon Do January 2001 - January 2009
Skills
Sales Management, Fixed Annuities, Entrepreneurship, Customer Service, Team Building, Marketing, Outlook, Strategic Financial..., Risk Management, Banking, Public Speaking, Account Management, Insurance, Finance, Wealth Management, Series 7, Recruiting, Sales, Life Insurance, Investments, Financial Analysis, Retirement Planning, Securities, Small Business, Mutual Funds, Employee Benefits, Disability Insurance, Estate Planning, Financial Advisory, Asset Allocation, Financial Services, Long-term Care, IRAs, 401k, Investment Advisory, Wealth Accumulation, Term Life Insurance, Financial Planners, Long Term Care Insurance, Asset Management, Health Insurance, Portfolio Management, High Net Worth..., Pensions, Alternative Investments, Wealth, Whole Life, Personal Finance, Series 63, Financial Modeling
Education
State University of New York Empire State College 2009 — 2011
Bachelors of Science, Business Management and Economics
Shaker High School
Shaker High School
Northwestern Mutual March 2013 - Present
Wealth Advisory Group LLC January 2012 - March 2013
New York Life Insurance Company May 2010 - January 2012
Bank of America April 2009 - April 2010
Northeast Tae Kwon Do January 2001 - January 2009
Skills
Sales Management, Fixed Annuities, Entrepreneurship, Customer Service, Team Building, Marketing, Outlook, Strategic Financial..., Risk Management, Banking, Public Speaking, Account Management, Insurance, Finance, Wealth Management, Series 7, Recruiting, Sales, Life Insurance, Investments, Financial Analysis, Retirement Planning, Securities, Small Business, Mutual Funds, Employee Benefits, Disability Insurance, Estate Planning, Financial Advisory, Asset Allocation, Financial Services, Long-term Care, IRAs, 401k, Investment Advisory, Wealth Accumulation, Term Life Insurance, Financial Planners, Long Term Care Insurance, Asset Management, Health Insurance, Portfolio Management, High Net Worth..., Pensions, Alternative Investments, Wealth, Whole Life, Personal Finance, Series 63, Financial Modeling
Education
State University of New York Empire State College 2009 — 2011
Bachelors of Science, Business Management and Economics
Shaker High School
Shaker High School
Jordan Zucker Jordan Zucker's Wealth Advisory Group LLC Experience February 2012 - November 2014
Job Settlement Consultant at Esquire Settlement Services
Industry Legal Services
Experience
Esquire Settlement Services December 2014 - Present
Wealth Advisory Group LLC February 2012 - November 2014
Summer Study Programs September 2010 - September 2011
Skills
Structured Settlements, Life Insurance, Disability Insurance, Finance, Insurance, Marketing, Microsoft Office, Social Media
Education
State University of New York at Albany 2006 — 2009
Bachelor of Arts (B.A.), Philosophy
University of Maryland College Park 2005 — 2006
Liberal Arts and Sciences/Liberal Studies
Esquire Settlement Services December 2014 - Present
Wealth Advisory Group LLC February 2012 - November 2014
Summer Study Programs September 2010 - September 2011
Skills
Structured Settlements, Life Insurance, Disability Insurance, Finance, Insurance, Marketing, Microsoft Office, Social Media
Education
State University of New York at Albany 2006 — 2009
Bachelor of Arts (B.A.), Philosophy
University of Maryland College Park 2005 — 2006
Liberal Arts and Sciences/Liberal Studies
Yolanda McCree Yolanda McCree's Wealth Advisory Group LLC Experience February 2015 - Present
Job Assistant to the CEO/Chairman at Wealth Advisory Group LLC
Industry Insurance
Experience
Wealth Advisory Group LLC February 2015 - Present
Northwestern Mutual December 2007 - April 2014
American Express July 2004 - August 2006
Skills
Administrative..., Outlook, Office Management, Customer Service, Microsoft Excel, Lotus Notes, Microsoft Office, Spreadsheets, Data Entry, Microsoft Word, PowerPoint, Access, Office Administration, Administrative..., Management, Event Planning
Education
Baruch College, City University of New York (CUNY) 2014 — 2016
Business Graphpic Communications, Business Administration and Management, General
Cornell School of Business 2005 — 2005
Career Blazers
Certification, PC Specialist
Wealth Advisory Group LLC February 2015 - Present
Northwestern Mutual December 2007 - April 2014
American Express July 2004 - August 2006
Skills
Administrative..., Outlook, Office Management, Customer Service, Microsoft Excel, Lotus Notes, Microsoft Office, Spreadsheets, Data Entry, Microsoft Word, PowerPoint, Access, Office Administration, Administrative..., Management, Event Planning
Education
Baruch College, City University of New York (CUNY) 2014 — 2016
Business Graphpic Communications, Business Administration and Management, General
Cornell School of Business 2005 — 2005
Career Blazers
Certification, PC Specialist
Sandy Fraser Sandy Fraser's Wealth Advisory Group LLC Experience May 2015 - Present
Job Wealth Advisory Group LLC
Industry Insurance
Experience
Wealth Advisory Group LLC May 2015 - Present
Security Mutual Life May 2005 - Present
Charles Holzberg Agency, LLC January 1998 - April 2005
Professional Planners, Inc September 1996 - October 1997
United States Life Insurance Co. August 1986 - August 1996
Skills
Life Insurance, Insurance, Underwriting, Employee Benefits, Health Insurance, Brokers, Disability Insurance, Retirement Planning, Fixed Annuities, Sales, Microsoft Excel, Microsoft Office, Outlook, Medicare, Event Planning, Microsoft Word, Lotus Notes, Property & Casualty..., Retirement, Term Life Insurance, Financial Planning, Travel Planning, Office Management, Internet, NYS Notary Public
Education
Kingsborough Community College
Wealth Advisory Group LLC May 2015 - Present
Security Mutual Life May 2005 - Present
Charles Holzberg Agency, LLC January 1998 - April 2005
Professional Planners, Inc September 1996 - October 1997
United States Life Insurance Co. August 1986 - August 1996
Skills
Life Insurance, Insurance, Underwriting, Employee Benefits, Health Insurance, Brokers, Disability Insurance, Retirement Planning, Fixed Annuities, Sales, Microsoft Excel, Microsoft Office, Outlook, Medicare, Event Planning, Microsoft Word, Lotus Notes, Property & Casualty..., Retirement, Term Life Insurance, Financial Planning, Travel Planning, Office Management, Internet, NYS Notary Public
Education
Kingsborough Community College
Prapti Roy's Wealth Advisory Group LLC Experience May 2009 - September 2010
Job Omega Brokerage
Industry Insurance
Experience
Omega Brokerage January 2013 - December 2014
The Law Offices of N.M. Gehi, P.C. December 2012 - April 2013
Atn Group LLC (Real Estate) September 2011 - March 2012
Wealth Advisory Group LLC May 2009 - September 2010
Skills
Customer Service, Management, Microsoft Office, Microsoft Excel, Risk Management, Leadership, Microsoft Word, Insurance, Liability, Underwriting, Strategic Planning, Budgets, Property, Analysis, Public Speaking, Workers Compensation, Commercial Insurance, General Insurance, Financial Risk
Education
Queens College 2009 — 2013
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Omega Brokerage January 2013 - December 2014
The Law Offices of N.M. Gehi, P.C. December 2012 - April 2013
Atn Group LLC (Real Estate) September 2011 - March 2012
Wealth Advisory Group LLC May 2009 - September 2010
Skills
Customer Service, Management, Microsoft Office, Microsoft Excel, Risk Management, Leadership, Microsoft Word, Insurance, Liability, Underwriting, Strategic Planning, Budgets, Property, Analysis, Public Speaking, Workers Compensation, Commercial Insurance, General Insurance, Financial Risk
Education
Queens College 2009 — 2013
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Joe Carbone Joe Carbone's Wealth Advisory Group LLC Experience August 2005 - October 2007
Job Director at Michael Page U.S.
Industry Staffing and Recruiting
Experience
Michael Page October 2007 - September 2015
Wealth Advisory Group LLC August 2005 - October 2007
New York Life Insurance Company January 2003 - August 2005
Merrill Lynch January 2001 - December 2002
Skills
Contract Negotiation, Permanent and Contract..., Career Development..., Budget Analysis, Time Management, Identifying Talent, Business Process..., Contract Recruitment, Talent Management, Budgets, Executive Search, Recruiting, Strategy, Governance, Banking, Financial Services, Management, Benefits Negotiation, Human Resources, Program Management, Project Management, Finance, Business Analysis, Sales, Applicant Tracking..., Consulting, Sourcing, Risk Management, Technical Recruiting, College Recruiting, Professional Services, Portfolio Management, Leadership, CRM, Internal Audit, Recruitment Advertising, Information Technology, Temporary Staffing, Executive Management, Staffing Services, Business Development, Permanent Placement, Temporary Placement, Talent Acquisition, Investment Banking, Search, Screening Resumes
Education
Manhattan College 1999 — 2002
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Quinnipiac University 1998 — 1999
Bishop Hendricken 1994 — 1998
Michael Page October 2007 - September 2015
Wealth Advisory Group LLC August 2005 - October 2007
New York Life Insurance Company January 2003 - August 2005
Merrill Lynch January 2001 - December 2002
Skills
Contract Negotiation, Permanent and Contract..., Career Development..., Budget Analysis, Time Management, Identifying Talent, Business Process..., Contract Recruitment, Talent Management, Budgets, Executive Search, Recruiting, Strategy, Governance, Banking, Financial Services, Management, Benefits Negotiation, Human Resources, Program Management, Project Management, Finance, Business Analysis, Sales, Applicant Tracking..., Consulting, Sourcing, Risk Management, Technical Recruiting, College Recruiting, Professional Services, Portfolio Management, Leadership, CRM, Internal Audit, Recruitment Advertising, Information Technology, Temporary Staffing, Executive Management, Staffing Services, Business Development, Permanent Placement, Temporary Placement, Talent Acquisition, Investment Banking, Search, Screening Resumes
Education
Manhattan College 1999 — 2002
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Quinnipiac University 1998 — 1999
Bishop Hendricken 1994 — 1998
Matthew Riech Matthew Riech's Wealth Advisory Group LLC Experience March 2015 - Present
Job Financial Advisor at Wealth Advisory Group
Industry Financial Services
Experience
Wealth Advisory Group LLC March 2015 - Present
Financial Marketing Partners May 2011 - November 2014
Northwestern Mutual- The Boston Group April 2009 - May 2011
Skills
Life Insurance, Wealth Management, Disability Insurance, Investments, Mutual Funds, 529 Plans, SEP IRA, Private Equity, Investment Advisory, Long-term Care, Business Planning, Financial Planning
Education
University of Massachusetts Boston 2007 — 2009
Bachelors, Political Science
University of North Carolina at Pembroke 2005 — 2007
Political Science
Wealth Advisory Group LLC March 2015 - Present
Financial Marketing Partners May 2011 - November 2014
Northwestern Mutual- The Boston Group April 2009 - May 2011
Skills
Life Insurance, Wealth Management, Disability Insurance, Investments, Mutual Funds, 529 Plans, SEP IRA, Private Equity, Investment Advisory, Long-term Care, Business Planning, Financial Planning
Education
University of Massachusetts Boston 2007 — 2009
Bachelors, Political Science
University of North Carolina at Pembroke 2005 — 2007
Political Science
Eric Simonsen Eric Simonsen's Wealth Advisory Group LLC Experience February 2014 - June 2015
Job District Manager at BenefitMall
Industry Financial Services
Experience
BenefitMall June 2015 - Present
Wealth Advisory Group, LLC February 2014 - June 2015
Combined Insurance March 2013 - January 2014
One Connect, Inc. January 2012 - June 2012
PrimePay - PrimeFlex Administrative Services March 2010 - June 2011
PrimePay August 1999 - March 2010
PrimePay November 1996 - August 1999
PrimePay September 1993 - October 1996
WW Custom Clad September 1988 - June 1993
AUD Enterprises, Inc. / WNYB TV-49 September 1987 - May 1988
Skills
SaaS, Solution Selling, Employee Benefits, Sales, Management, Insurance, Payroll, Cold Calling, New Business Development, Telecommunications, Account Management, Sales Management, Strategy, Health Insurance, B2B, Contract Negotiation, Business Development, Disability Insurance, Human Resources, Presentations, Healthcare, Disaster Recovery, Strategic Financial..., Tax Reduction, Budgets, Balanced Scorecard, Long-term Care, Customer Retention, Selling, Time & Attendance
Education
State University of New York at Fredonia 1980 — 1985
B.S., Communications Media
Canajoharie Central School 1968 — 1980
High School, STEM
State University of New York College at Fredonia
BenefitMall June 2015 - Present
Wealth Advisory Group, LLC February 2014 - June 2015
Combined Insurance March 2013 - January 2014
One Connect, Inc. January 2012 - June 2012
PrimePay - PrimeFlex Administrative Services March 2010 - June 2011
PrimePay August 1999 - March 2010
PrimePay November 1996 - August 1999
PrimePay September 1993 - October 1996
WW Custom Clad September 1988 - June 1993
AUD Enterprises, Inc. / WNYB TV-49 September 1987 - May 1988
Skills
SaaS, Solution Selling, Employee Benefits, Sales, Management, Insurance, Payroll, Cold Calling, New Business Development, Telecommunications, Account Management, Sales Management, Strategy, Health Insurance, B2B, Contract Negotiation, Business Development, Disability Insurance, Human Resources, Presentations, Healthcare, Disaster Recovery, Strategic Financial..., Tax Reduction, Budgets, Balanced Scorecard, Long-term Care, Customer Retention, Selling, Time & Attendance
Education
State University of New York at Fredonia 1980 — 1985
B.S., Communications Media
Canajoharie Central School 1968 — 1980
High School, STEM
State University of New York College at Fredonia
Daniella Sanderson Daniella Sanderson's Wealth Advisory Group LLC Experience April 2007 - May 2008
Job Project Manager at HRA
Industry Telecommunications
Experience
HRA October 2013 - Present
British Telecom (Americas) December 2011 - March 2013
BT Global Services December 2009 - December 2011
Wealth Advisory Group LLC April 2007 - May 2008
Skills
Telecommunications, Vendor Management, Service Delivery, Managed Services, Business Analysis, PMO, IT Service Management, Integration, Pre-sales, Project Management, Outsourcing, Stakeholder Management, Data Center, Project Delivery, ITIL, PMP, Project Portfolio...
Education
Adelphi University 2007 — 2009
MBA, Finance
St. Francis College 2003 — 2007
Bachelor of Arts (B.A.), Economics
St. Francis College 2003 — 2007
Bachelor of Applied Science (B.A.Sc.), Information Technology
HRA October 2013 - Present
British Telecom (Americas) December 2011 - March 2013
BT Global Services December 2009 - December 2011
Wealth Advisory Group LLC April 2007 - May 2008
Skills
Telecommunications, Vendor Management, Service Delivery, Managed Services, Business Analysis, PMO, IT Service Management, Integration, Pre-sales, Project Management, Outsourcing, Stakeholder Management, Data Center, Project Delivery, ITIL, PMP, Project Portfolio...
Education
Adelphi University 2007 — 2009
MBA, Finance
St. Francis College 2003 — 2007
Bachelor of Arts (B.A.), Economics
St. Francis College 2003 — 2007
Bachelor of Applied Science (B.A.Sc.), Information Technology
Jon Rosenblatt's Wealth Advisory Group LLC Experience July 2012 - December 2013
Job Financial Services
Industry Financial Services
Experience
Financial Services January 2014 - Present
Wealth Advisory Group LLC July 2012 - December 2013
Angel's Share Wine August 2011 - July 2012
Studley, Inc. June 2003 - May 2010
Education
Fairleigh Dickinson University 1998 — 2002
International Wine Center
Advanced Studies
Financial Services January 2014 - Present
Wealth Advisory Group LLC July 2012 - December 2013
Angel's Share Wine August 2011 - July 2012
Studley, Inc. June 2003 - May 2010
Education
Fairleigh Dickinson University 1998 — 2002
International Wine Center
Advanced Studies
Nicolle Kaufmann's Wealth Advisory Group LLC Experience October 2012 - April 2013
Job
Industry Broadcast Media
Experience
Pamal Broadcasting May 2015 - Present
Healthcare Trust of America, Inc. January 2014 - April 2015
Capitol Hill Management Services April 2013 - January 2014
Capital Region Building Owners and Managers Association April 2013 - January 2014
NY Anti-Car Theft and Fraud Association April 2013 - January 2014
NY State Society of Opticians April 2013 - January 2014
Wealth Advisory Group LLC October 2012 - April 2013
Simpson Healthcare Executives November 2008 - October 2012
Regenerative Medicine Foundation January 2010 - January 2012
Event coordination January 2009 - January 2010
Skills
Press Releases, Social Media, Public Relations, Event Planning, Marketing, Social Media Marketing, Public Speaking, Social Networking, Microsoft Excel, PowerPoint, Leadership, Marketing Communications, Fundraising, Account Management, Event Management, Facebook, Management, Project Management, Time Management, Strategic Communications, Sponsorship, Marketing Strategy, Media Relations, Word, Focus Groups, Windows Movie Maker, Editing, Advertising, Newsletters, Strategic Planning, Training, Copywriting, Cross-functional..., Events Coordination
Education
Quinnipiac University 2004 — 2008
BA
Royal Holloway, U. of London 2006 — 2006
Study Abroad
Pamal Broadcasting May 2015 - Present
Healthcare Trust of America, Inc. January 2014 - April 2015
Capitol Hill Management Services April 2013 - January 2014
Capital Region Building Owners and Managers Association April 2013 - January 2014
NY Anti-Car Theft and Fraud Association April 2013 - January 2014
NY State Society of Opticians April 2013 - January 2014
Wealth Advisory Group LLC October 2012 - April 2013
Simpson Healthcare Executives November 2008 - October 2012
Regenerative Medicine Foundation January 2010 - January 2012
Event coordination January 2009 - January 2010
Skills
Press Releases, Social Media, Public Relations, Event Planning, Marketing, Social Media Marketing, Public Speaking, Social Networking, Microsoft Excel, PowerPoint, Leadership, Marketing Communications, Fundraising, Account Management, Event Management, Facebook, Management, Project Management, Time Management, Strategic Communications, Sponsorship, Marketing Strategy, Media Relations, Word, Focus Groups, Windows Movie Maker, Editing, Advertising, Newsletters, Strategic Planning, Training, Copywriting, Cross-functional..., Events Coordination
Education
Quinnipiac University 2004 — 2008
BA
Royal Holloway, U. of London 2006 — 2006
Study Abroad
Dale Kramer, CLU, CLTC's Wealth Advisory Group LLC Experience August 2004 - Present
Job Long Term Care Insurance Specialist at Wealth Advisory Group LLC
Industry Insurance
Experience
Wealth Advisory Group LLC August 2004 - Present
Skills
Disability Insurance, Estate Planning, Fixed Annuities, Long Term Care Insurance
Education
New York University
MA, educational psychology
Wealth Advisory Group LLC August 2004 - Present
Skills
Disability Insurance, Estate Planning, Fixed Annuities, Long Term Care Insurance
Education
New York University
MA, educational psychology
Rosanne Esposito Rosano's Wealth Advisory Group LLC Experience June 1997 - June 2005
Job Manager at Guardian Life Insurance
Industry Insurance
Experience
Guardian Life January 2011 - Present
Guardian Life Insurance January 2008 - January 2011
Guardian Life July 2005 - December 2007
Wealth Advisory Group LLC June 1997 - June 2005
Education
City University of New York-Hunter College 1970 — 1974
Bachelor of Arts (B.A.), Business Education
Guardian Life January 2011 - Present
Guardian Life Insurance January 2008 - January 2011
Guardian Life July 2005 - December 2007
Wealth Advisory Group LLC June 1997 - June 2005
Education
City University of New York-Hunter College 1970 — 1974
Bachelor of Arts (B.A.), Business Education
Ryan Canfield's Wealth Advisory Group LLC Experience May 2004 - September 2005
Job Director Product Management at Broadridge Financial Solutions
Industry Financial Services
Experience
Broadridge Financial Solutions October 2013 - Present
Paladyne Systems April 2011 - Present
Eze Castle Software March 2008 - March 2011
DEGW February 2007 - February 2008
AIA New York Chapter December 2005 - June 2007
Wealth Advisory Group LLC May 2004 - September 2005
Avant Garde Information Solutions September 2003 - June 2004
Skills
Trading Systems, SQL, C#, Objective-C, JavaScript, HTML, Flash Professional, WSDL, APIs, Software Project..., .NET, Financial Services, Financial Reporting, Financial Modeling, Financial Risk, Electronic Trading, TCP/IP, Trading Strategies, VB.NET, VBA, FileMaker, PHP, Python, Hedge Funds, MySQL, Project Management, Strategy, Business Analysis, Derivatives, Fixed Income, Order Management, Software Development, Agile Project Management, Agile Methodologies, Scrum
Education
Florida State University 1999 — 2001
Bachelor of Science, Business Administration; Management Information Systems
Broadridge Financial Solutions October 2013 - Present
Paladyne Systems April 2011 - Present
Eze Castle Software March 2008 - March 2011
DEGW February 2007 - February 2008
AIA New York Chapter December 2005 - June 2007
Wealth Advisory Group LLC May 2004 - September 2005
Avant Garde Information Solutions September 2003 - June 2004
Skills
Trading Systems, SQL, C#, Objective-C, JavaScript, HTML, Flash Professional, WSDL, APIs, Software Project..., .NET, Financial Services, Financial Reporting, Financial Modeling, Financial Risk, Electronic Trading, TCP/IP, Trading Strategies, VB.NET, VBA, FileMaker, PHP, Python, Hedge Funds, MySQL, Project Management, Strategy, Business Analysis, Derivatives, Fixed Income, Order Management, Software Development, Agile Project Management, Agile Methodologies, Scrum
Education
Florida State University 1999 — 2001
Bachelor of Science, Business Administration; Management Information Systems
Dyonne Wharton's Wealth Advisory Group LLC Experience May 2012 - July 2014
Job Advisory Specialist, Park Avenue Securities
Industry Financial Services
Experience
Wealth Advisory Group LLC May 2012 - July 2014
AXA Advisors July 2011 - April 2012
Citi Private Bank July 2000 - March 2011
Citi Bank, Rye, NY January 1994 - January 2000
Skills
Financial Services, Series 7, Portfolio Management, Wealth Management, Investments, Banking, Insurance, Mutual Funds, Financial Risk, CRM, Credit, Cash Management, Management, Finance, Leadership, Securities, Retirement Planning, Asset Management, Private Banking, Wealth, Investment Advisory, Analysis, Strategic Financial..., Financial Advisory, Equities, Risk Management, Wealth Management..., Fixed Income, AML, KYC, Compliance
Education
Pace University - Lubin School of Business 2004 — 2006
Certificate of Financial Planning Program
Concordia College 1995 — 1996
Bachelors of Science, Business Administration and Management
Iona College 1991 — 1993
Bachelor's degree, Business Administration and Management, General
Wealth Advisory Group LLC May 2012 - July 2014
AXA Advisors July 2011 - April 2012
Citi Private Bank July 2000 - March 2011
Citi Bank, Rye, NY January 1994 - January 2000
Skills
Financial Services, Series 7, Portfolio Management, Wealth Management, Investments, Banking, Insurance, Mutual Funds, Financial Risk, CRM, Credit, Cash Management, Management, Finance, Leadership, Securities, Retirement Planning, Asset Management, Private Banking, Wealth, Investment Advisory, Analysis, Strategic Financial..., Financial Advisory, Equities, Risk Management, Wealth Management..., Fixed Income, AML, KYC, Compliance
Education
Pace University - Lubin School of Business 2004 — 2006
Certificate of Financial Planning Program
Concordia College 1995 — 1996
Bachelors of Science, Business Administration and Management
Iona College 1991 — 1993
Bachelor's degree, Business Administration and Management, General
Ira Silverstein's Wealth Advisory Group LLC Experience November 2005 - Present
Job Financial Advisor at Wealth Advisory Group LLC
Industry Financial Services
Experience
Wealth Advisory Group LLC November 2005 - Present
Nationwide Insurance April 1996 - October 2005
Merrill Lynch August 1983 - January 1988
Skills
Retirement Planning, Series 7, Wealth Management, Strategic Financial..., Retirement, Mutual Funds, Estate Planning, Fixed Annuities, Securities, Wealth, Investment Advisory, Financial Advisory
Education
Columbia Business School 1978 — 1980
MBA, Finance and Accounting
Columbia University - School of International and Public Affairs 1974 — 1977
MIA, International Relations and Affairs and Russian Studies
Wealth Advisory Group LLC November 2005 - Present
Nationwide Insurance April 1996 - October 2005
Merrill Lynch August 1983 - January 1988
Skills
Retirement Planning, Series 7, Wealth Management, Strategic Financial..., Retirement, Mutual Funds, Estate Planning, Fixed Annuities, Securities, Wealth, Investment Advisory, Financial Advisory
Education
Columbia Business School 1978 — 1980
MBA, Finance and Accounting
Columbia University - School of International and Public Affairs 1974 — 1977
MIA, International Relations and Affairs and Russian Studies