Allied Wealth Partners
Address: 14 Walsh Dr #100, Parsippany, NJ 07054 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: (973) 299-9222: : Category: Website: : : : : Place name: Website: http://www.alliedwealthpartners.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.
Allied Wealth Partners List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Allied Wealth Partners. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Allied Wealth Partners Employees
Allied Wealth Partners February 2014 - Present
New England Financial June 2004 - February 2014
Phoenix May 1984 - June 2004
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Leadership, Training, Photoshop, English, Process Improvement, Windows, Outlook, HTML, SQL, Recruiting, Java, C++, C
Education
Binghamton University 1979 — 1984
Bachelor's degree, Economics and Policital Science
Binghamton University 1979 — 1983
Bachelor's Degree, Economics/Political Science
Boston College Residence Hall Association September 2013 - Present
Allied Wealth Partners May 2014 - September 2014
Farmer Funeral Home June 2008 - August 2013
Dr. Paul M. Figlia, M.D., P.C. 2012 - 2013
Rosepetals Hospice 2006 - September 2012
Skills
Leadership, Facebook, Public Speaking, PowerPoint, Microsoft Office, Microsoft Word, Teamwork, Networking, Community Service, Social Media, Travel, Well Travelled, Social Skills, Management, Stata, Microsoft Excel, Customer Service, Finance, Social Networking
Education
Boston College - Wallace E. Carroll Graduate School of Management 2015 — 2016
Master’s Degree, Finance
Boston College 2011 — 2015
Bachelor of Arts in Economics and Art History Minor, Economics
Delbarton School 2007 — 2011
High School
Allied Wealth Partners June 2015 - Present
Merrill Edge September 2014 - Present
New Jersey Lacrosse Club June 2012 - Present
Blue Fox Studios May 2012 - January 2013
Valley Recycling December 2011 - January 2013
University of Delaware Men's Lacrosse September 2009 - January 2013
Lacrosse June 2008 - June 2012
True North Lacrosse June 2007 - June 2009
Skills
Sports, Public Speaking, Athletics, PowerPoint, Microsoft Office, Research, Editing, Leadership Development, Teamwork, Conversant in German, Organizational..., Strategic Leadership, Situational Leadership, Coaching, Teaching, Management
Education
University of Delaware 2009 — 2014
Organization and Communal Leadership
Allied Wealth Partners October 2013 - Present
Prudential Financial April 2012 - October 2013
Verisk Analytics May 2009 - January 2012
Royalty Staffing Services February 2008 - January 2011
Hays Companies of New Jersey July 2007 - July 2008
AIG- National Union Fire Insurance Company of Pittsburgh, PA December 2005 - December 2006
Advisen, Ltd. March 2003 - December 2005
Skills
Insurance, Financial Services, New Business Development, Underwriting, Portfolio Management, Investments, Business Strategy, Strategic Planning, Business Analysis, Finance, Financial Modeling, Financial Analysis, 401k Rollovers, Wealth Management, Mutual Funds, Life Insurance, Health Insurance, College Savings Plans
Education
University of Scranton 1995 — 1999
BS, Health & Business Administration
Allied Wealth Partners January 2013 - Present
Arden Asset Management 2006 - 2010
Deutsche Asset Management 2000 - 2006
MSM Investors July 1998 - December 2003
Alliance Capital 1999 - 2000
Thomson Reuters May 1995 - July 1999
Lockheed Martin July 1990 - May 1995
Skills
Personal Financial..., Special Needs Planning, Life Insurance, Wealth Management, Asset Managment, Portfolio Management, Trading Systems, Fund Of Funds, Alternative Investments, Fixed Income, Asset Management, Risk Management, Financial Services, Series 7, Derivatives, Securities, Investments, Trading, Mutual Funds, Uniform Combined State..., Equities
Education
New York University - Leonard N. Stern School of Business 1996 — 1998
MBA, Finance
University of Pennsylvania 1986 — 1990
BSE, MSE, Computer Engineering
Bergenfield High School 1982 — 1986
Allied Wealth Partners December 2013 - Present
Allied Wealth Partners December 2013 - Present
New England Financial July 2000 - August 2013
Skills
Wealth Management, Estate Planning, Investments, Insurance, Disability Insurance, FINRA, Life Insurance, Strategic Financial..., Leadership, Retirement Planning, Finance, Management, Financial Services, Employee Benefits
Education
Fordham University
BlackRock October 2014 - Present
Allied Wealth Partners December 2011 - September 2014
USHAA, Inc. June 2010 - September 2010
Wakefern Food Corporation June 2010 - August 2010
Summit Financial Resources, Inc. June 2009 - August 2009
O2 Sports June 2005 - July 2009
Education
Saint Joseph's University 2007 — 2011
Saint Louis University, Madrid 2010 — 2010
Seton Hall Preparatory 2003 — 2007
Allied Wealth Partners January 1990 - Present
Skills
Disability Insurance, Wealth Management, Strategic Financial..., Investments, Investment Strategies, Insurance, Estate Planning, Succession Planning, Securities, Retirement, Strategic Planning, Annuities, Budgeting, Forecasting, Cash Flow, Asset Management, Portfolio Management, Retirement Planning, Equities, Series 7, Licensing, Fixed Income, Financial Analysis, Series 6, Series 63
Education
East Stroudsburg University of Pennsylvania 1983 — 1987
Bachelor of Arts (B.A.), Economics
East Stroudsburg University of Pennsylvania
Bachelor's degree/economics,corporate and personal finance, Economics
Allied Wealth Partners September 2015 - Present
Chatham Wealth Management November 2012 - May 2015
Shenkman Capital Management Inc. September 2003 - July 2011
W.R. Huff Asset Management June 2002 - August 2003
General Motors Asset Management, Inc. August 1993 - April 2002
Skills
Investment Strategies, Strategic Problem..., Client Relationship..., Collaborative..., Bloomberg, Fixed Income Analysis, Alternative Investments, Fixed Income, Management Due Diligence, Portfolio Management, Hedge Funds, Asset Allocation, Investments, Equities, Bonds, Series 7, High Yield, Securities
Education
Columbia University - Columbia Business School
MBA, Finance and International Business
Wheaton College - Massachusetts
BA, Economics and Government, Magna Cum Laude
Allied Wealth Partners January 2012 - Present
New York Board of Trade 1980 - 2008
Skills
Equities, Strategic Financial..., Risk Management, Business Strategy, Wealth Management, Asset Managment, Employee Benefits, Financial Risk, Trading, Finance, Small Business, Commodity, Series 7, Financial Services, Alternative Investments, Series 63, Investment Strategies, Trading Systems, Derivatives, Retirement, Investment Advisory, Estate Planning
Education
University of Bridgeport 1974 — 1978
BS, Economics and Finance
Allied Wealth Partners August 2013 - Present
Fox Business Network November 2012 - April 2013
CNBC June 2011 - June 2012
Minyanville Media, Inc. November 2009 - October 2010
Bloomberg July 2007 - September 2009
Bloomberg June 2000 - July 2007
Skills
Finance, New Media, Broadcast, Television, Social Media, Video, Retirement Planning, Financial Advisory, Breaking News, Communication, Persuasive Presentation..., Personal Protection, College Savings Plans, Life Insurance
Education
Pepperdine University 1989 — 1993
BA, Telecommunications-Broadcast News
Columbia high school
University of Scranton February 2014 - May 2015
Allied Wealth Partners May 2014 - June 2014
Skills
Microsoft Office, Instructional Technology, Computer Hardware, PowerPoint, Customer Service, Teamwork, Social Media, Public Speaking, English, Troubleshooting, Time Management, Social Networking, Leadership, Event Planning
Education
University of Scranton 2011 — 2015
Bachelor's Degree, International Business
Allied Wealth Partners August 2011 - Present
Lee, Nolan & Koroghlian, LLC December 2007 - July 2011
AMH Consulting January 2001 - November 2007
Sophisticated Sweets By Andrea December 1998 - December 2005
MAKOR 1999 - 2001
Credit Suisse 1998 - 1999
UBS 1996 - 1998
Prudential 1994 - 1996
Skills
Wealth Management, Retirement Planning, Fixed Annuities, Series 63, Retirement, Securities, Estate Planning, Investments, Strategic Financial..., Insurance, Series 7, Investment Strategies, Small Business, Succession Planning, Financial Planning, Annuities, Series 6, Series 65
Education
Pace University - Lubin School of Business
Master of Business Administration (M.B.A.), Finance, General
Rutgers University-New Brunswick
Bachelor's Degree, Economics and Math
Allied Wealth Partners January 2014 - Present
Skills
Financial Advisory, Investment Advisory, Retirement Income..., Retirement Planning, Investments, Sales Presentations, Customer Presentations, Investment Strategies, Wealth Accumulation, Wealth Preservation, Wealth Management, Investment Products, Portfolio Management, General Insurance, Insurance Planning, Whole Life, Term Life Insurance, Universal Life, Disability Insurance, Long Term Care, Health Insurance, Account Management, Customer Service, Customer Relations, Risk Management, Asset Allocation, Fixed Income, IRA's, Roth IRA, Mutual Funds, 401k, Annuities, Group Benefits, Employee Benefits, Estate Planning, Small Business, IRAs, Fixed Annuities, Retirement, Insurance, Long Term Care Insurance, Financial Planners
Education
Queens College 1999 — 2005
BA, Political Science
Christ the King Regional High School 1995 — 1999
Allied Wealth Partners May 2012 - Present
Financial Network Investment Corporation January 2011 - May 2012
New England Financial June 2005 - December 2010
Skills
Estate Planning, Retirement Planning, Series 7, Retirement, Insurance, Wealth Accumulation, Personal Finance, Finance, Small Business, Wealth Management, Fixed Annuities, Investments, Strategic Financial..., Financial Goals, Employee Benefits, Tax, Uniform Combined State..., IRAs, Series 65, Variable Annuities, Investment Advisory, Series 63, Long Term Care Insurance, Investment Strategies
Education
Ramapo College of New Jersey 2000 — 2005
B.A., Economics and Political Science
Bergen Catholic High School 1997 — 2000
Citigroup March 2015 - Present
Allied Wealth Partners December 2013 - March 2015
MetLife March 2005 - December 2013
Tishman Speyer Properties, L.P March 2004 - December 2005
Taylor Grey 2001 - 2004
Skills
Microsoft Excel, Outlook, Microsoft Office, Event Planning, Microsoft Word, Employee Engagement, Data Entry, Access, Process Improvement, Organizational..., Strategic Planning, Management, Social Media, Training, Adobe Acrobat, Leadership, Employee Benefits, Recruiting, Employee Relations
Education
City University of New York City College 2014 — 2014
Certification, Personal FitnessTrainer
Allied Wealth Partners 2012 - Present
Louis Capital Markets 2006 - 2011
Bernard L. Madoff Investment Securities 2001 - 2005
Deutsche Bank 2000 - 2001
Brainerd Communicators 1998 - 2000
T. Rowe Price 1996 - 1998
Skills
Series 7, Series 63, Series 65
Education
Fairleigh Dickinson University 2011 — 2012
Financial Planning Certificate
The Johns Hopkins University 1993 — 1996
History
Hobart College 1992 — 1993
McDonogh School
Allied Wealth Partners October 2008 - Present
Millenium Home Mortgage March 2007 - January 2014
Education
Penn State University 1994 — 1998
Bachelor of Science, Marketing
Teaneck High School
Allied Wealth Partners January 2003 - Present
Blaha and Pollaro PC 1996 - Present
Education
Kean University
Accounting and Computer Science
Allied Wealth Partners June 1984 - Present
Skills
Wealth Management, Retirement Planning, Estate Planning, Investments, Retirement, Strategic Financial..., Series 7, Fixed Annuities, Asset Management, Insurance, Securities, Portfolio Management
Education
University of Notre Dame 1980 — 1984
Bachelor of Business Administration (BBA), Marketing
University of Notre Dame
Allied Wealth Partners 1999 - Present
PG Chambers School May 2010 - Present
Benefits Source, LLC April 2004 - Present
Education
The American College 2001 — 2004
University of Scranton 1995 — 1999
Bachelor of Science, Finance
Allied Wealth Partners October 2009 - Present
Wachovia, A Wells Fargo Company May 2001 - October 2009
AFLAC 2003 - 2004
Skills
Onboarding, College Recruiting, Insurance, Financial Planning, Wealth Management, Sourcing, Sales Pipeline..., Pipeline Development, Experienced Advisor..., Strategic Financial..., Securities, Leadership, Recruiting, Employee Benefits, Investments, Series 63, Strategic Planning, Series 7, Sales, Financial Analysis, Training, Small Business, Finance, Financial Services, Sales Management, Risk Management, Succession Planning, Financial Advisory, Fixed Annuities
Education
University of Florida 1996 — 2000
BA, History
Allied Wealth Partners October 2007 - Present
The Learning Gate 2010 - 2013
Securian October 2002 - August 2007
Skills
Series 7, Series 24, Investments, Financial Services, Finance, Securities, Insurance, FINRA, Financial Reporting, Strategic Financial..., Risk Management, Wealth Management, Retirement Planning, Retirement
Education
Oklee Public High School 1983 — 1995
Kean University
Bachelors, Management Science
Allied Wealth Partners June 2015 - Present
Prudential Financial May 2007 - June 2015
Prudential Financial May 2006 - May 2007
Skills
Series 6, Life & Health Insurance..., Property & Casualty..., Mutual Funds, Interpersonal..., Retirement Planning, Marketing Strategy, Customer Relations, Team Management, Variable Annuities, Leadership Development, IRAs, Analytical Skills, Academic Achievement, Life Insurance, Investment Strategies, Account Management, Recruiting, Negotiation, Microsoft Office, Portfolio Optimization, Training & Development, 401k Rollovers, Sales, Exceed Sales Goals, Exceeding Customer..., Achieving Measurable..., Financial Services, Public Speaking, Brand Implementation, Marketing Research, Target Marketing, Professional Writing, Time Management
Education
Rowan University 2003 — 2007
Bachelor's Degree, Marketing, GPA-3.84
Bridgewater Raritan High School
Allied Wealth Partners July 2010 - Present
Morgan Stanley Smith Barney January 2008 - July 2010
Fette America October 2002 - February 2008
IMA Kilian July 1998 - October 2002
MCC 1995 - 1998
Ringle Components 1993 - 1996
Education
Clarkson University 1989 — 1993
BS, Engineering & Management
Canandaigua Academy 1984 — 1988
Bachelor of Science (B.S.), Engineering & Management
Allied Wealth Partners June 2015 - Present
Hillside Fire Department March 2012 - Present
JB Hunt Transport Inc December 2010 - March 2012
Skills
Management, Microsoft Office, Microsoft Excel, PowerPoint, Leadership, Microsoft Word, Logistics, Teamwork, English, Public Speaking, Marketing
Education
Kean University 2006 — 2009
Bachelor's degree, Management Information Systems, General
Cintas Corporation September 2015 - Present
Collabera January 2015 - Present
Shore Thing Marketing, Inc. June 2013 - September 2014
AACA Museum January 2013 - May 2013
Allied Wealth Partners May 2012 - August 2012
Jersey Snacks LLC September 2009 - March 2012
Acme Fresh Market December 2006 - June 2009
Skills
Social Media Marketing, Customer Service, Marketing Communications, Press Releases, Facebook, Constant Contact, Social Media, Public Relations, Google Analytics, Email Marketing, Microsoft Office, Blogging, Marketing, Social Networking, Public Speaking, PowerPoint, Advertising, Recruiting, Staff Augmentation, Leadership, Interviews, Awesomeness
Education
Lebanon Valley College 2009 — 2013
Marketing communications, Business, Management, Marketing, and Related Support Services
Randolph High School 2006 — 2009
Allied Wealth Partners 2008 - Present
Skills
Disability Insurance
Education
Rutgers Business School
Finance
County College of Morris
Associate’s Degree, Business
Sageworks 2014 - March 2015
Allied Wealth Partners 2011 - 2014
Bloomberg 2001 - 2010
CNBC 1990 - 2001
WGRZ-TV2 1984 - 1990
Skills
Leadership, Television, Video Production, Corporate Communications, Journalism, Social Media, Storytelling, Public Relations, Budgets, Bloomberg Terminal, Broadcast, Investments, Strategic Financial..., Radio, Strategic Planning, Recruiting, Financial Services, Equities, Public Speaking, Wealth Management, Breaking News, Multimedia, Financial Analysis, Finance, Editing, Management, Writing, Strategy, New Media, Media Relations
Education
University of Notre Dame
BA, Speech and Drama (Communications)
Allied Wealth Partners June 2015 - Present
AXA Advisors, LLC May 2005 - June 2015
Skills
Insurance, Insurance Planning, Retirement Planning, Annuities, Investments, Wealth Management, 401k, Estate Planning, Financial Planning, Equities, Asset Management, Series 66, Series 7
Education
Rutgers, The State University of New Jersey-New Brunswick 1999 — 2003
Economics
Parsippany Hills High School 1996 — 1999
Allied Wealth Partners May 2015 - Present
PrimeX May 2011 - April 2015
Paulson Investment September 2009 - April 2011
Skills
Financial Services, Wealth Management, FINRA, Finance, Investment Advisory, Financial Advisory, Investment Management, Strategic Financial..., Mutual Funds, Options, 401k, Wealth Management..., Investment Strategies, Variable Annuities, Trading, Fixed Income, Financial Markets, Equity Trading, Financial Planners, Retirement Planning, Risk Management, Portfolio Management, Equities, ETFs, Bonds, IRAs, Roth IRA, SEP IRA, Estate Planning, Wealth, Wealth Accumulation, High Net Worth..., Retirement, Investment Banking, Asset Management, Alternative Investments, Trading Strategies, Bloomberg, Valuation, Financial Modeling, Financial Goals, Stocks, Fixed Annuities, Securities, Capital Markets, Series 63, Asset Allocation, Series 7, Investments, Life Insurance
Education
Ramapo College of NJ 2007 — 2009
Bachelor of Business Administration (B.B.A.), Finance
County College of Morris 2005 — 2007
Associate's degree, Business Administration and Management, General
Hanover Park High School 2001 — 2005
Holy Family
Life Is a Bowl of Pasta June 2014 - Present
Allied Wealth Partners July 2009 - August 2015
The Great Voice Company August 2006 - January 2008
C.N. Burman Company LLC. March 2003 - February 2005
Skills
Marketing, Email Marketing, Brand Awareness, Social Media, Social Media Marketing, Online Marketing, Event Planning, Constant Contact, Training, CRM, Blogging, WordPress, Coaching, Management, Italian, Event Management, PowerPoint, Negotiation, Wealth Management, Lead Generation, Event Based Marketing, Sales&Marketing, Photoshop, PowerPoint development, GIMP, Client-centric, Organizational, Resume Writing, Advertising, Marketing Communications
Education
Montclair State University 1998 — 2002
Bachelor of Arts (BA), Italian
West Essex Regional High School
rHISen January 2014 - Present
Muhlenberg College Office of Community Engagement January 2013 - Present
LifeCell Corporation June 2015 - August 2015
Allied Wealth Partners May 2014 - July 2014
Dairy Man of Long Valley May 2013 - August 2013
Panther Valley Golf and Country Club June 2012 - August 2012
Skills
Community Outreach, Social Networking, Social Media, Facebook, Higher Education, Leadership, Data Entry, Windows, Outlook, Door to Door, Finance, Event Planning, Teamwork, Time Management, Critical Thinking, Student Affairs, Politics, Access, Data Analysis, Portfolio Management, Financial Reporting, Financial Analysis, Investments, Fundraising, Nonprofits, Business Strategy, Management, PowerPoint
Education
Muhlenberg College 2012 — 2016
Bachelor's Degree, Finance and Economics
Florence University of the Arts 2014 — 2014
Bachelor's Degree
Hackettstown High School 2008 — 2012
High School
Allied Wealth Partners August 2013 - Present
New England Wealth Strategies 2004 - August 2013
Phoenix Life Insurance Company 1992 - 2004
Skills
Investments, Estate Planning, Wealth Management, Series 7, Strategic Financial..., 401k, Financial Services, Series 63, Asset Allocation, Risk Management, Series 6, Portfolio Management, Life Insurance, Retirement Planning
Education
New York University 1969 — 1973
Bachelor of Applied Science (B.A.Sc.), Mathematics
Allied Wealth Partners November 2013 - Present
New England Wealth Strategies July 2000 - October 2013
Education
Carnegie Mellon University 1996 — 1999
Bachelor's Degree, Industrial Managment
Allied Wealth Partners December 1988 - Present
Skills
Wealth Management, Retirement Planning, Succession Planning, Strategic Financial..., Investment Strategies, Asset Management, Investments, Estate Planning, Securities, Annuities, Personal Budgeting, Cash Flow, Portfolio Management, Equities, Financial Modeling, Financial Analysis, Licensing, Employee Benefits, Retirement, Sales Management, Insurance, Mutual Funds, Public Speaking, Finance, Series 7
Education
Lebanon Valley College 1986 — 1988
BS, Business
Morristown High School 1979 — 1983
High School
Allied Wealth Partners June 2015 - Present
Trilove LLC June 2013 - June 2015
REX Trading LLC February 1998 - December 2013
REX Capital Group January 2006 - December 2011
Skills
Retirement, Financial Services, Trading, Commodity, Commodity Markets, Options, Business Strategy, Risk Management, Budgets, Sales, Strategic Planning, Portfolio Management, Microsoft Office, Microsoft Excel, Customer Service, Research, Volatility, Mutual Funds, Management, Equities, Arbitrage, Asset Management
Education
Rutgers University 1985 — 1988
Bachelor's degree, Finance
Allied Wealth Partners December 2014 - Present
AXA Advisors November 2005 - December 2014
Skills
Retirement Planning, Series 7, Fixed Annuities, Asset Allocation, Mutual Funds, Wealth Management, Strategic Financial..., Training, Portfolio Management, Investment Advisory, Uniform Combined State..., Recruiting, Financial Services, Retirement, Alternative Investments, 401k, Relationship Management, Mentoring, Leadership
Education
Seton Hall University 2001 — 2005
Finance
Bridgewater Raritan HS 1997 — 2001
Allied Wealth Partners September 2012 - Present
John Thomas Financial May 2012 - August 2012
UBS Wealth Management September 2011 - May 2012
The Vitamin Shoppe June 2010 - August 2011
Murray Hill Associates, Inc June 2011 - June 2011
Frame A Coin August 2009 - May 2010
Skills
Financial Planning, Financial Modeling, Investments, Equities, Bond Markets, Mutual Funds, Options Strategies, 529 Plans, Hold Series 7, Series 7, Series 66, Hold Series 66, Entrepreneurship, Morningstar, Bloomberg Terminal, Microsoft Excel, PowerPoint, Microsoft Word, Highly motivated..., Strategic Financial..., Investment Management, Portfolio Management, Finance, Securities, Asset Allocation, Life Insurance, Insurance, Financial Services, Uniform Combined State...
Education
Fairleigh Dickinson University-Florham Campus 2014 — 2016
Certified Financial Planner Qualification(s), Financial Planning and Services - CFP
Fairleigh Dickinson University 2008 — 2012
Bachelor's Degree, Entrepreneurial Studies, 3.6
Belvidere High School 2004 — 2008
Diploma
Allied Wealth Partners May 2004 - Present
Neuberger Berman September 2002 - May 2004
AllianceBernstein May 1994 - September 2002
Skills
Retirement Planning, Investments, Estate Planning, Securities, Insurance, Portfolio Management, Financial Services, Finance, Investment Strategies, Disability Insurance, Small Business, Life Insurance, Valuation, Long Term Care Insurance, Tax, Business Strategy, Personal Finance, FINRA, Financial Goals, Analysis
Education
University of Richmond 1990 — 1994
Bachelors of Science, Finance, Marketing
University of Richmond - Robins School of Business 1990 — 1994
Bachelor of Science (B.S.), Finance and Marketing
Allied Wealth Partners June 1997 - Present
Allied Wealth Partners 1997 - 2014
Allied Wealth Partners 1997 - 2014
Skills
Financial Planning, Benefits
Education
The College of New Jersey 1994 — 1997
Allied Wealth Partners November 1991 - Present
Skills
Wealth Management..., Retirement Planning, Asset Management, Estate Planning, Portfolio Management, Life Insurance, Disability Insurance, Long Term Care Insurance
Education
Montclair State University
BS, Business Administration
Allied Wealth Partners September 1996 - Present
Skills
Life Insurance Producer, Certified Recreation..., Senior Areobics...
Education
Indiana State University 1972 — 1976
Bachelor of Science, Recreation/Therapuetic concentration
Allied Wealth Partners February 2015 - Present
Progressive Credit Union January 2013 - February 2015
Progressive Credit Union January 2009 - December 2012
Progressive Credit Union November 2006 - December 2008
Skills
Credit Analysis, Investments, Credit Risk, Finance, Loan Origination, Financial Services, Financial Analysis, Credit, Management, Underwriting, Collections, Insurance, Sales, Banking, Risk Management, Loans, Asset Based Lending, Cross Selling, Accounts Receivable
Education
University at Albany, SUNY 1993 — 1997
BS, Accounting
Walt Whitman HS
Allied Wealth Partners December 2014 - August 2015
MetLife September 2013 - November 2014
Crump Life Insurance Services October 2012 - September 2013
TIME Financial January 2008 - October 2012
Crump Insurance November 2004 - December 2007
AT&T Wireless November 2003 - June 2004
Skills
Life Insurance, Sales, Insurance, Financial Services, Customer Service, Marketing, Strategic Planning, Microsoft Office, Series 6, Leadership, Underwriting, Employee Benefits, Marketing Strategy, Process Improvement, Team Building, Social Media
Education
Allegheny College
Allied Wealth Partners August 2013 - Present
Allied Wealth Partners 2013 - 2015
Allied Wealth Partners 2013 - 2015
Allied Wealth Partners 2013 - 2015
Allied Wealth Partners Financial Services 2013 - 2015
Morris Hills Regional District April 1991 - July 2014
Skills
Financial Planning, Public Speaking, Microsoft Excel, Management, Microsoft Office, Social Media, Series 7, Investments, Insurance, Leadership, Customer Service, Finance, Outlook, Strategic Planning, Research, Teaching, Marketing Strategy, Event Planning, Marketing Communications, Coaching
Education
New York University 2002 — 2005
Financial Planning
College of Financial Planning 2000 — 2002
Financial Planning
Fairleigh Dickinson University-Florham Campus
Master of Business Administration (MBA), Marketing
Montclair State University
Business
Allied Wealth Partners February 2015 - Present
Northwestern Mutual 1976 - February 2015
Skills
Finance, Sales, Retirement Planning, Fixed Annuities, Wealth Management, Investments, Estate Planning, Life Insurance, Insurance
Education
Monmouth University 1969 — 1973
BA, History
Allied Wealth Partners January 2014 - Present
Bloomberg 1999 - 2013
Skills
Bloomberg Terminal, Financial Markets, Fixed Income, Derivatives, Equities, Interest Rate..., Valuation, Fixed Income Analysis, Interest Rate Risk..., Interest Rate Swaps, Fixed Income Strategies, Economic Policy, Microsoft Office, Microsoft Excel, Relationship Management, Fundamental Analysis, Technical Analysis, Equity Derivatives, Editing, Copywriting, Bloomberg, Capital Markets, Investments, Portfolio Management, Risk Management, Asset Allocation, Alternative Investments, Series 7, Hedge Funds, Asset Management, Finance
Education
Northwestern University
B.A., Economics
Allied Wealth Partners May 2014 - August 2014
Target October 2011 - August 2013
Frank A. Boffa & Company January 2012 - April 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Public Speaking, Windows, Time Management
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2013 — 2015
Bachelor of Science (B.S.), Finance, 3.73
Warren County Community College 2012 — 2013
Associate of Arts (A.A.), Business Administration, 4.0