AEPG® Wealth Strategies
Description
Address: 25 Independence Blvd Suite 102, Warren, NJ 07059 Hours: Closed ⋅ Opens 8AM Thu Wednesday8AM–5PMThursday8AM–5PMFriday8AM–5PMSaturdayClosedSundayClosedMonday8AM–5PMTuesday8AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (908) 757-5600Website: Place name: : : : : Category: : : Website: http://www.aepg.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
AEPG® Wealth Strategies List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at AEPG® Wealth Strategies. You can filter them based on skills, years of employment, job, education, department, and prior employment.
AEPG® Wealth Strategies Salaries. You can even request information on how much does AEPG® Wealth Strategies pay if you want to. Learn about salaries, pros and cons of working for AEPG® Wealth Strategies directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
20 AEPG® Wealth Strategies employees in database. Find out everything there's to know about AEPG® Wealth Strategies employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
AEPG® Wealth Strategies Employees
Employee
Years
Job
Industry
Eugene Francis Eugene Francis's AEPG® Wealth Strategies Experience April 2003 - Present
Job Vice President at AEPG™ Wealth Strategies
Industry Financial Services
Experience
Financial Planning Association of New Jersey (FPANJ) January 2015 - Present
AEPG™ Wealth Strategies April 2003 - Present
Skills
Financial Planning, Retirement Planning, Asset Allocation, Wealth Management, Investment Advisory, Investment Management, Strategic Financial..., Financial Analysis, Finance, Estate Planning, Investments, Management, Asset Management, Mutual Funds, Strategy, Portfolio Management, Risk Management, Personal Financial...
Education
Rutgers University
B.A.
Seton Hall University
MBA, Finance
Financial Planning Association of New Jersey (FPANJ) January 2015 - Present
AEPG™ Wealth Strategies April 2003 - Present
Skills
Financial Planning, Retirement Planning, Asset Allocation, Wealth Management, Investment Advisory, Investment Management, Strategic Financial..., Financial Analysis, Finance, Estate Planning, Investments, Management, Asset Management, Mutual Funds, Strategy, Portfolio Management, Risk Management, Personal Financial...
Education
Rutgers University
B.A.
Seton Hall University
MBA, Finance
Anthony DiNuzzo Anthony DiNuzzo's AEPG® Wealth Strategies Experience July 2013 - December 2013
Job 401k & Equity Specalist at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch April 2014 - Present
AEPG® Wealth Strategies July 2013 - December 2013
Morgan Stanley February 2012 - May 2013
Skills
Financial Modeling, Financial Analysis, Equities, Valuation, Fixed Income, Bloomberg, Corporate Finance, Investments, Investment Banking, Derivatives, Capital Markets, Strategic Financial..., Portfolio Management, Finance, Asset Management, Series 7, Hedge Funds, Financial Reporting, Equity Research, Risk Management, Financial Planning
Education
Florida Southern College 2006 — 2010
Bachelor of Science (BS), Finance, General
Merrill Lynch April 2014 - Present
AEPG® Wealth Strategies July 2013 - December 2013
Morgan Stanley February 2012 - May 2013
Skills
Financial Modeling, Financial Analysis, Equities, Valuation, Fixed Income, Bloomberg, Corporate Finance, Investments, Investment Banking, Derivatives, Capital Markets, Strategic Financial..., Portfolio Management, Finance, Asset Management, Series 7, Hedge Funds, Financial Reporting, Equity Research, Risk Management, Financial Planning
Education
Florida Southern College 2006 — 2010
Bachelor of Science (BS), Finance, General
Robert McDevitt, MBA AIF® Robert McDevitt, MBA AIF®'s AEPG® Wealth Strategies Experience April 2014 - Present
Job Vice President at AEPG Wealth Strategies
Industry Financial Services
Experience
AEPG® Wealth Strategies April 2014 - Present
RTD Financial Advisors, Inc. October 2012 - March 2014
CoreStates Capital Advisors January 2011 - September 2012
Skills
Investments, Client Retention, Financial Planning, Financial Analysis, Insurance, Retirement Planning, Financial Advisory, Retirement, Asset Allocation, Portfolio Management, 401k, Investment Management, Estate Planning, Wealth Management, Investment Advisory, Mutual Funds, Employee Benefits, Asset Management
Education
Drexel University - College of Business and Administration
Master of Business Administration (M.B.A.), Finance - Investment Management
Temple University - Fox School of Business and Management
Bachelor of Arts (B.A.), Business Administration and Management, General
AEPG® Wealth Strategies April 2014 - Present
RTD Financial Advisors, Inc. October 2012 - March 2014
CoreStates Capital Advisors January 2011 - September 2012
Skills
Investments, Client Retention, Financial Planning, Financial Analysis, Insurance, Retirement Planning, Financial Advisory, Retirement, Asset Allocation, Portfolio Management, 401k, Investment Management, Estate Planning, Wealth Management, Investment Advisory, Mutual Funds, Employee Benefits, Asset Management
Education
Drexel University - College of Business and Administration
Master of Business Administration (M.B.A.), Finance - Investment Management
Temple University - Fox School of Business and Management
Bachelor of Arts (B.A.), Business Administration and Management, General
William Corson William Corson's AEPG® Wealth Strategies Experience September 2005 - Present
Job VP Amer. Benefits Planning Group (GROUP INSURANCE) + President at LIGHT OPERA of New Jersey (PRODUCER)
Industry Music
Experience
Light Opera of New Jersey, Inc. September 1995 - Present
AEPG® Wealth Strategies September 2005 - Present
St, Mark's Episcopal Church Basking Ridge, NJ April 2003 - Present
Singer Fulton Insurance September 2003 - September 2005
Performax September 2000 - September 2003
Home Life Insurance July 1982 - September 2000
Skills
Musical Theatre, Stage, Opera, Performing Arts, Producing, Vocal, Singing, Lighting Design, Music Education, Concerts, Music, Piano, Classical, Directing, Conducting, Stage Management, Employee Benefits, Health Insurance, Theatre, Management, Event Planning, Acting
Education
The American College 1982 — 2013
CLU ChFC RHU, Insurance, Professional Degrees
Colgate University 1978 — 1982
Bachelor's degree, Psychology
Chestnut Hill Academy 1964 — 1978
High School Diploma, General / Music
Light Opera of New Jersey, Inc. September 1995 - Present
AEPG® Wealth Strategies September 2005 - Present
St, Mark's Episcopal Church Basking Ridge, NJ April 2003 - Present
Singer Fulton Insurance September 2003 - September 2005
Performax September 2000 - September 2003
Home Life Insurance July 1982 - September 2000
Skills
Musical Theatre, Stage, Opera, Performing Arts, Producing, Vocal, Singing, Lighting Design, Music Education, Concerts, Music, Piano, Classical, Directing, Conducting, Stage Management, Employee Benefits, Health Insurance, Theatre, Management, Event Planning, Acting
Education
The American College 1982 — 2013
CLU ChFC RHU, Insurance, Professional Degrees
Colgate University 1978 — 1982
Bachelor's degree, Psychology
Chestnut Hill Academy 1964 — 1978
High School Diploma, General / Music
Aldo S. Vultaggio, CFA Aldo S. Vultaggio, CFA's AEPG® Wealth Strategies Experience December 2012 - Present
Job Investment Professional ▪ Senior Portfolio Manager ▪ Institutional Investment Consultant ▪ Advisor
Industry Investment Management
Experience
AEPG® Wealth Strategies December 2012 - Present
AEPG® Wealth Strategies December 2009 - December 2012
AEPG® Wealth Strategies October 2006 - December 2009
Merril Lynch Investment Managers / BlackRock January 2005 - October 2006
Merril Lynch Investment Managers / BlackRock May 2003 - January 2005
Skills
Chartered Financial..., Investment Strategies, Asset Allocation, Investment Management, Asset Managment, Portfolio Management, Institutional..., Investment Policy..., Investment Policy..., Investment Portfolio..., Investment Advisory, Investment Decisions, Fiduciary Services, Business Development, Client Services, Relationship Management, Client Presentation, C-Level Presentations, Investment..., Due Diligence, Manager of Managers, Manager Selection, Defined Contribution, 401k, Qualified Retirement..., Model Portfolios, Alternative Investments, Investment Performance, Performance Attribution, Performance Measurement, Wealth Management, High Net Worth..., Investments, Tactical Asset..., Technical Analysis, Mutual Funds, ETFs, Derivatives, Risk Management, Global Tactical Asset..., Fundamental Analysis, Investment Research, Financial Market...
Education
Villanova University 1999 — 2003
Bachelor of Science (BS), Computer Engineering, 3.62 GPA
City University of New York-Baruch College - Zicklin School of Business 2008 — 2011
Master of Business Administration (MBA), Finance and Accounting, 3.62 GPA
AEPG® Wealth Strategies December 2012 - Present
AEPG® Wealth Strategies December 2009 - December 2012
AEPG® Wealth Strategies October 2006 - December 2009
Merril Lynch Investment Managers / BlackRock January 2005 - October 2006
Merril Lynch Investment Managers / BlackRock May 2003 - January 2005
Skills
Chartered Financial..., Investment Strategies, Asset Allocation, Investment Management, Asset Managment, Portfolio Management, Institutional..., Investment Policy..., Investment Policy..., Investment Portfolio..., Investment Advisory, Investment Decisions, Fiduciary Services, Business Development, Client Services, Relationship Management, Client Presentation, C-Level Presentations, Investment..., Due Diligence, Manager of Managers, Manager Selection, Defined Contribution, 401k, Qualified Retirement..., Model Portfolios, Alternative Investments, Investment Performance, Performance Attribution, Performance Measurement, Wealth Management, High Net Worth..., Investments, Tactical Asset..., Technical Analysis, Mutual Funds, ETFs, Derivatives, Risk Management, Global Tactical Asset..., Fundamental Analysis, Investment Research, Financial Market...
Education
Villanova University 1999 — 2003
Bachelor of Science (BS), Computer Engineering, 3.62 GPA
City University of New York-Baruch College - Zicklin School of Business 2008 — 2011
Master of Business Administration (MBA), Finance and Accounting, 3.62 GPA
Bret Kaye, MBA Bret Kaye, MBA's AEPG® Wealth Strategies Experience June 2013 - Present
Job Financial Planner Consistently Delivering Good Advice in a Constantly Changing World
Industry Financial Services
Experience
AEPG® Wealth Strategies June 2013 - Present
The Kislak Company, Inc. August 2010 - June 2013
Skills
Financial Modeling, Financial Analysis, Investments, Equities, Strategic Financial..., Personal Budgeting, Finance, Real Estate, Risk Management, Estate Planning, Personal Financial..., Financial Planning, Wealth Management, Insurance
Education
Seton Hall University 2010 — 2013
Master of Business Administration (MBA), Finance
Seton Hall University 2008 — 2010
BS, Finance, Management
AEPG® Wealth Strategies June 2013 - Present
The Kislak Company, Inc. August 2010 - June 2013
Skills
Financial Modeling, Financial Analysis, Investments, Equities, Strategic Financial..., Personal Budgeting, Finance, Real Estate, Risk Management, Estate Planning, Personal Financial..., Financial Planning, Wealth Management, Insurance
Education
Seton Hall University 2010 — 2013
Master of Business Administration (MBA), Finance
Seton Hall University 2008 — 2010
BS, Finance, Management
Gary Shor Gary Shor's AEPG® Wealth Strategies Experience November 2004 - Present
Job CFP® V.P at AEPG™ Wealth Strategies
Industry Financial Services
Experience
AEPG™ Wealth Strategies November 2004 - Present
CIT 1997 - 2004
Skills
Strategic Financial..., Retirement, IRAs, 401k Rollovers, Investments, Retirement Planning, Financial Analysis, Financial Modeling, Asset Managment, Defined Benefit, Risk Management, Capital Markets, Finance, Small Business
Education
Pace University 1983 — 1984
MBA, Operation Systems
University of Delaware 1977 — 1981
BSBA, business
AEPG™ Wealth Strategies November 2004 - Present
CIT 1997 - 2004
Skills
Strategic Financial..., Retirement, IRAs, 401k Rollovers, Investments, Retirement Planning, Financial Analysis, Financial Modeling, Asset Managment, Defined Benefit, Risk Management, Capital Markets, Finance, Small Business
Education
Pace University 1983 — 1984
MBA, Operation Systems
University of Delaware 1977 — 1981
BSBA, business
Mike Alter Mike Alter's AEPG® Wealth Strategies Experience May 2011 - August 2011
Job Harvard Kennedy School | Master in Public Policy Candidate
Industry Management Consulting
Experience
Booz Allen Hamilton June 2015 - August 2015
Moody's Investors Service August 2013 - July 2014
Moody's Investors Service July 2012 - August 2013
Beth El Synagogue July 2009 - September 2012
AEPG Wealth Strategies May 2011 - August 2011
New Jersey Environmental Infrastructure Trust May 2010 - August 2010
Skills
Economics, PowerPoint, Microsoft Excel, Bloomberg Terminal, Stata, Microsoft Word, Politics, Public Speaking, Energy Policy, Renewable Energy
Education
Harvard University, John F. Kennedy School of Government 2014 — 2016
Master's Degree, Master in Public Policy Candidate
Rutgers University 2008 — 2012
B.A, Economics and Political Science (double major)
Hightstown High School 2004 — 2008
Booz Allen Hamilton June 2015 - August 2015
Moody's Investors Service August 2013 - July 2014
Moody's Investors Service July 2012 - August 2013
Beth El Synagogue July 2009 - September 2012
AEPG Wealth Strategies May 2011 - August 2011
New Jersey Environmental Infrastructure Trust May 2010 - August 2010
Skills
Economics, PowerPoint, Microsoft Excel, Bloomberg Terminal, Stata, Microsoft Word, Politics, Public Speaking, Energy Policy, Renewable Energy
Education
Harvard University, John F. Kennedy School of Government 2014 — 2016
Master's Degree, Master in Public Policy Candidate
Rutgers University 2008 — 2012
B.A, Economics and Political Science (double major)
Hightstown High School 2004 — 2008
Robert Renshaw, CFP®'s AEPG® Wealth Strategies Experience June 2008 - April 2013
Job Senior Financial Strategist | CFP(R) Professional | Registered Investment Advisor
Industry Financial Services
Experience
Fountainhead Capital Management - RIA March 2015 - Present
Prestige Wealth Management Group April 2013 - March 2015
AEPG® Wealth Strategies June 2008 - April 2013
Nisivoccia & Company June 2003 - June 2008
Thomson Reuters January 1998 - June 2003
Skills
Retirement Planning, Investments, Estate Planning, Investment Advisory, Personal Financial..., Wealth Management..., Investment Strategies, Financial Planners
Education
Montclair State University 1991 — 1996
BS, Accounting
Kearny High School 1984 — 1991
Fountainhead Capital Management - RIA March 2015 - Present
Prestige Wealth Management Group April 2013 - March 2015
AEPG® Wealth Strategies June 2008 - April 2013
Nisivoccia & Company June 2003 - June 2008
Thomson Reuters January 1998 - June 2003
Skills
Retirement Planning, Investments, Estate Planning, Investment Advisory, Personal Financial..., Wealth Management..., Investment Strategies, Financial Planners
Education
Montclair State University 1991 — 1996
BS, Accounting
Kearny High School 1984 — 1991
Bill Machado's AEPG® Wealth Strategies Experience February 2015 - Present
Job Retirement Plan Consultant AEPG Wealth Strategies
Industry Financial Services
Experience
AEPG® Wealth Strategies February 2015 - Present
Summit Medical Group of New Jersey March 2012 - February 2015
Mutual of America September 2007 - April 2009
City National Bank March 2006 - June 2007
ADP July 2004 - December 2005
CitiStreet December 2002 - July 2004
US Trust July 1996 - July 2002
U.S. Trust 1996 - 2002
Guardian Life Insurance Co. January 1990 - July 1996
Skills
CRM, Management, Sales, Leadership, Strategic Partnerships, Business Development, Strategy, Mutual Funds, Relationship Management, Sales Process, 401k, Cross-functional Team..., Financial Services, Selling, Contract Negotiation, Marketing, Investments, Customer Service, Social Networking, Retirement Planning, Employee Benefits
Education
State University of New York at Albany
Business Administration
William Paterson University of New Jersey
Certificate, Dynamics of Organizational Change
National Association of State Boards of Accountancy
Certificate of Continuing Ed on Retirement Planning
NYU School of Professional Studies
Certificate of Business Administration
AEPG® Wealth Strategies February 2015 - Present
Summit Medical Group of New Jersey March 2012 - February 2015
Mutual of America September 2007 - April 2009
City National Bank March 2006 - June 2007
ADP July 2004 - December 2005
CitiStreet December 2002 - July 2004
US Trust July 1996 - July 2002
U.S. Trust 1996 - 2002
Guardian Life Insurance Co. January 1990 - July 1996
Skills
CRM, Management, Sales, Leadership, Strategic Partnerships, Business Development, Strategy, Mutual Funds, Relationship Management, Sales Process, 401k, Cross-functional Team..., Financial Services, Selling, Contract Negotiation, Marketing, Investments, Customer Service, Social Networking, Retirement Planning, Employee Benefits
Education
State University of New York at Albany
Business Administration
William Paterson University of New Jersey
Certificate, Dynamics of Organizational Change
National Association of State Boards of Accountancy
Certificate of Continuing Ed on Retirement Planning
NYU School of Professional Studies
Certificate of Business Administration
Alyssa McMahon, CFP® Alyssa McMahon, CFP®'s AEPG® Wealth Strategies Experience September 2005 - January 2013
Job Director of Financial Planner and Investment Operations at Prestige Wealth Management Group
Industry Financial Services
Experience
Prestige Wealth Management Group October 2014 - Present
Prestige Wealth Management Group February 2013 - September 2014
AEPG™ Wealth Strategies September 2005 - January 2013
Skills
Asset Allocation, Investments, Financial Planning, Finance, Wealth, Investment Advisory, Wealth Management, Retirement Planning, Portfolio Management, Mutual Funds, Asset Management
Education
Rutgers University-New Brunswick 2003 — 2005
MBA, Finance
Montclair State University 1999 — 2002
BS, Finance and Managment
Ridge High
Ridge High
Prestige Wealth Management Group October 2014 - Present
Prestige Wealth Management Group February 2013 - September 2014
AEPG™ Wealth Strategies September 2005 - January 2013
Skills
Asset Allocation, Investments, Financial Planning, Finance, Wealth, Investment Advisory, Wealth Management, Retirement Planning, Portfolio Management, Mutual Funds, Asset Management
Education
Rutgers University-New Brunswick 2003 — 2005
MBA, Finance
Montclair State University 1999 — 2002
BS, Finance and Managment
Ridge High
Ridge High
Joanne Schmidt-Machin Joanne Schmidt-Machin's AEPG® Wealth Strategies Experience 2003 - 2005
Job Admin at Business and Estate Planning Consultants
Industry Insurance
Experience
Business and Estate Planning Consultants January 2006 - Present
American Economic Planning Group October 2003 - July 2005
AEPG® Wealth Strategies 2003 - 2005
Patent Construction Systems October 1992 - August 2002
Skills
Computer Literate, Product Marketing, Business Correspondence, Administrative..., Customer Service, Marketing, Invoicing, Office Management, Policy, Team Building, Inventory Management, Spreadsheets, Budgets, Management, Employee Benefits, Organizational..., Administrative Work, Employee Relations
Education
Bergen Community College 1998 — 2005
Associates, Professional Studies
Western High School, Baltimore, MD 1969 — 1973
High School Diploma, Business
Business and Estate Planning Consultants January 2006 - Present
American Economic Planning Group October 2003 - July 2005
AEPG® Wealth Strategies 2003 - 2005
Patent Construction Systems October 1992 - August 2002
Skills
Computer Literate, Product Marketing, Business Correspondence, Administrative..., Customer Service, Marketing, Invoicing, Office Management, Policy, Team Building, Inventory Management, Spreadsheets, Budgets, Management, Employee Benefits, Organizational..., Administrative Work, Employee Relations
Education
Bergen Community College 1998 — 2005
Associates, Professional Studies
Western High School, Baltimore, MD 1969 — 1973
High School Diploma, Business
Mark Ukrainskyj Mark Ukrainskyj's AEPG® Wealth Strategies Experience September 1999 - October 2012
Job Senior Portfolio Manager & Principal at Covenant Asset Management
Industry Investment Management
Experience
Covenant Asset Management April 2013 - Present
NYSSA September 2013 - January 2015
NYSSA June 2010 - January 2015
AEPG Wealth Strategies September 1999 - October 2012
Capital Builders 1995 - 1999
Amas Securities November 1993 - 1995
MONY 1988 - 1991
Education
University of California, Berkeley - Walter A. Haas School of Business 1991 — 1993
MBA, Finance
University of Pennsylvania 1984 — 1988
BS Economics, Finance
University of Pennsylvania - The Wharton School 1984 — 1988
BS Econ, Finance Multinational Management
Seton Hall Prep 1980 — 1984
Covenant Asset Management April 2013 - Present
NYSSA September 2013 - January 2015
NYSSA June 2010 - January 2015
AEPG Wealth Strategies September 1999 - October 2012
Capital Builders 1995 - 1999
Amas Securities November 1993 - 1995
MONY 1988 - 1991
Education
University of California, Berkeley - Walter A. Haas School of Business 1991 — 1993
MBA, Finance
University of Pennsylvania 1984 — 1988
BS Economics, Finance
University of Pennsylvania - The Wharton School 1984 — 1988
BS Econ, Finance Multinational Management
Seton Hall Prep 1980 — 1984
Michelle Myhre's AEPG® Wealth Strategies Experience August 1993 - August 1998
Job Partner, Oak Advisors, LLC
Industry Investment Management
Experience
Oak Advisors, LLC November 2005 - Present
Lighthouse Investment Advisers August 1998 - August 2005
AEPG® Wealth Strategies August 1993 - August 1998
Skills
Estate Planning, Financial Services, Portfolio Management, Finance
Education
University of Rhode Island 1987 — 1991
Marlboro High School 1983 — 1987
Oak Advisors, LLC November 2005 - Present
Lighthouse Investment Advisers August 1998 - August 2005
AEPG® Wealth Strategies August 1993 - August 1998
Skills
Estate Planning, Financial Services, Portfolio Management, Finance
Education
University of Rhode Island 1987 — 1991
Marlboro High School 1983 — 1987
Brian Gregov, AIF, QKA's AEPG® Wealth Strategies Experience August 2008 - Present
Job 401k Plan Advisor/Consultant and Accountable Advocate at AEPG Wealth Strategies
Industry Financial Services
Experience
AEPG Wealth Strategies August 2008 - Present
Merrill Lynch July 1997 - June 2008
Education
Stockton University 1994 — 1996
Bachelor of Arts, Business Management
AEPG Wealth Strategies August 2008 - Present
Merrill Lynch July 1997 - June 2008
Education
Stockton University 1994 — 1996
Bachelor of Arts, Business Management
Gloria Berges's AEPG® Wealth Strategies Experience March 2008 - Present
Job Senior Pension Administrator at AEPG Wealth Strategies
Industry Financial Services
Experience
AEPG Wealth Strategies March 2008 - Present
IPA Northeast, LLC May 1987 - March 2008
Education
Montclair State University
Mathematics
AEPG Wealth Strategies March 2008 - Present
IPA Northeast, LLC May 1987 - March 2008
Education
Montclair State University
Mathematics
Meaghan Hollywood's AEPG® Wealth Strategies Experience November 2013 - August 2015
Job Executive Assistant to the CEO
Industry Financial Services
Experience
AEPG® Wealth Strategies November 2013 - August 2015
CrestPointe Financial Partners - an Independent Firm May 2009 - November 2013
First Investors June 2005 - April 2009
Skills
Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Data Entry, Microsoft Office, Research, Outlook, Editing, English, Windows, Photoshop, HTML, Series 6, Notary, Management, Junxure, Facebook, Administrative..., Executive Support
Education
Thomas Edison State College
Bachelor of Arts (BA), Social Sciences
Thomas Edison State College 2014 — 2015
Bachelor’s Degree, Social Science
Rutgers, The State University of New Jersey-New Brunswick
Liberal Arts and Sciences/Liberal Studies
Raritan Valley Community College
Mother Seton 1992 — 1996
AEPG® Wealth Strategies November 2013 - August 2015
CrestPointe Financial Partners - an Independent Firm May 2009 - November 2013
First Investors June 2005 - April 2009
Skills
Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Data Entry, Microsoft Office, Research, Outlook, Editing, English, Windows, Photoshop, HTML, Series 6, Notary, Management, Junxure, Facebook, Administrative..., Executive Support
Education
Thomas Edison State College
Bachelor of Arts (BA), Social Sciences
Thomas Edison State College 2014 — 2015
Bachelor’s Degree, Social Science
Rutgers, The State University of New Jersey-New Brunswick
Liberal Arts and Sciences/Liberal Studies
Raritan Valley Community College
Mother Seton 1992 — 1996
JoAnne Tubito's AEPG® Wealth Strategies Experience July 1997 - February 2003
Job Employee Benefits Manager ~ Commercial Business Insurance Account Executive ~ Healthcare Reform Specialist
Industry Insurance
Experience
Links Insurance Services, LLC August 2010 - Present
The Norwood Agency February 2003 - August 2010
AEPG Wealth Strategies July 1997 - February 2003
Skills
Insurance, Health Insurance, Employee Benefits, Life Insurance, Dental Insurance, Disability Insurance, Stop Loss Insurance, Commercial Insurance, Property & Casualty..., Business Liability..., Workers Compensation, Vision Insurance, Voluntary Employee..., Defined Contribution, HSA & HRA, Section 125 Plans, Legal Liability, Customer Service, Health Savings Accounts
Education
Chubb Institute of Technology
MCSE Certification, Computer/Information Technology
Union County College
Associate's Degree, Liberal Arts and Sciences/Liberal Studies
Links Insurance Services, LLC August 2010 - Present
The Norwood Agency February 2003 - August 2010
AEPG Wealth Strategies July 1997 - February 2003
Skills
Insurance, Health Insurance, Employee Benefits, Life Insurance, Dental Insurance, Disability Insurance, Stop Loss Insurance, Commercial Insurance, Property & Casualty..., Business Liability..., Workers Compensation, Vision Insurance, Voluntary Employee..., Defined Contribution, HSA & HRA, Section 125 Plans, Legal Liability, Customer Service, Health Savings Accounts
Education
Chubb Institute of Technology
MCSE Certification, Computer/Information Technology
Union County College
Associate's Degree, Liberal Arts and Sciences/Liberal Studies