Allied Wealth Partners

Description

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.

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Allied Wealth Partners Employees

Employee
Years
Job
Industry
Gerri Shapiro Gerri Shapiro Uniondale, New York Details
Gerri Shapiro's Allied Wealth Partners Experience February 2014 - Present
Job Insurance Sales at Allied Wealth Partners
Industry Insurance
Experience
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

Joseph Shook Joseph Shook Essex Fells, New Jersey Details
Joseph Shook's Allied Wealth Partners Experience May 2014 - September 2014
Job Wealth Management Summer Intern
Industry
Experience
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

William Wojciechowski William Wojciechowski Greater Philadelphia Area Details
William Wojciechowski's Allied Wealth Partners Experience June 2015 - Present
Job Allied Wealth Partners
Industry Financial Services
Experience
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

Roy Salley II Roy Salley II Greater New York City Area Details
Roy Salley II's Allied Wealth Partners Experience October 2013 - Present
Job Financial Advisor
Industry Financial Services
Experience
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

Barry Friedson , CFP ®, CFA ® Barry Friedson , CFP ®, CFA ® Scotch Plains, New Jersey Details
Barry Friedson , CFP ®, CFA ®'s Allied Wealth Partners Experience January 2013 - Present
Job
Industry Financial Services
Experience
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

Louis M. Aidala, CLTC Louis M. Aidala, CLTC Greater New York City Area Details
Louis M. Aidala, CLTC's Allied Wealth Partners Experience December 2013 - Present
Job President at Allied Wealth Partners Director National Market Expansion
Industry Financial Services
Experience
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

Pedram Oveissi Pedram Oveissi Greater New York City Area Details
Pedram Oveissi's Allied Wealth Partners Experience December 2011 - September 2014
Job Investment Management Associate at BlackRock
Industry Financial Services
Experience
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

David C. Helfrich David C. Helfrich Greater New York City Area Details
David C. Helfrich's Allied Wealth Partners Experience January 1990 - Present
Job Senior Financial Advisor at Allied Wealth Partners
Industry Financial Services
Experience
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

Beth Peterson Wahlig Beth Peterson Wahlig Greater New York City Area Details
Beth Peterson Wahlig's Allied Wealth Partners Experience September 2015 - Present
Job Senior Portfolio Manager of Fixed Income and Equities
Industry Investment Management
Experience
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

Earl Pedersen Earl Pedersen Greater New York City Area Details
Earl Pedersen's Allied Wealth Partners Experience January 2012 - Present
Job Financial Advisor at Allied Wealth Partners
Industry Financial Services
Experience
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

James Wilkes James Wilkes Greater New York City Area Details
James Wilkes's Allied Wealth Partners Experience August 2013 - Present
Job Financial Advisor at Allied Wealth Partners
Industry Financial Services
Experience
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

Nelson Co Nelson Co New York, New York Details
Nelson Co's Allied Wealth Partners Experience May 2014 - June 2014
Job International Business Graduate of the University of Scranton
Industry International Trade and Development
Experience
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

Andrea Hauptman-Perez Andrea Hauptman-Perez Greater New York City Area Details
Andrea Hauptman-Perez's Allied Wealth Partners Experience August 2011 - Present
Job Financial Advisor at Allied Wealth Partners
Industry Financial Services
Experience
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

Andrew F. Clemenza Andrew F. Clemenza Uniondale, New York Details
Andrew F. Clemenza's Allied Wealth Partners Experience January 2014 - Present
Job Registered Representative/Financial Advisor at Allied Wealth Partners
Industry Financial Services
Experience
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

William J. Hunt III William J. Hunt III Greater New York City Area Details
William J. Hunt III's Allied Wealth Partners Experience May 2012 - Present
Job Financial Advisor, Investment Professional at Allied Wealth Partners
Industry Financial Services
Experience
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

Lisa M. Harris Lisa M. Harris Jersey City, New Jersey Details
Lisa M. Harris's Allied Wealth Partners Experience December 2013 - March 2015
Job Executive Assistant at Citigroup
Industry Financial Services
Experience
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

David A. Pitt, CFP® David A. Pitt, CFP® Greater New York City Area Details
David A. Pitt, CFP®'s Allied Wealth Partners Experience 2012 - Present
Job Financial Advisor at Allied Wealth Partners
Industry Financial Services
Experience
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

Mara Morris Mara Morris Parsippany, New Jersey Details
Mara Morris's Allied Wealth Partners Experience October 2008 - Present
Job Life Insurance Case Manager
Industry Financial Services
Experience
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

Tina Pollaro Tina Pollaro Greater New York City Area Details
Tina Pollaro's Allied Wealth Partners Experience January 2003 - Present
Job VP of Finance at Allied Wealth Partners
Industry Accounting
Experience
Allied Wealth Partners   January 2003 - Present
Blaha and Pollaro PC   1996 - Present

Education
Kean University
Accounting and Computer Science

John H. Langdon John H. Langdon Greater New York City Area Details
John H. Langdon's Allied Wealth Partners Experience June 1984 - Present
Job CEO at Allied Wealth Partners
Industry Financial Services
Experience
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

Anthony Bonanno Anthony Bonanno Parsippany, New Jersey Details
Anthony Bonanno's Allied Wealth Partners Experience 1999 - Present
Job Financial Advisor at Allied Wealth Partners
Industry Financial Services
Experience
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

Missty (Missty Gluck) Blaine Missty (Missty Gluck) Blaine Greater New York City Area Details
Missty (Missty Gluck) Blaine's Allied Wealth Partners Experience October 2009 - Present
Job Financial Advisor, Wealth Management Advisor, Financial Planning Advisor, Financial Services Advisor Recruiter
Industry Financial Services
Experience
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

Patti Tirado Patti Tirado Greater New York City Area Details
Patti Tirado's Allied Wealth Partners Experience October 2007 - Present
Job Vice President of Operations & Compliance at Allied Wealth Partners
Industry Financial Services
Experience
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

Jason Natale Jason Natale Martinsville, New Jersey Details
Jason Natale's Allied Wealth Partners Experience June 2015 - Present
Job Financial Advisor at Allied Wealth Partners
Industry Financial Services
Experience
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

Michael Boudway Michael Boudway Greater New York City Area Details
Michael Boudway's Allied Wealth Partners Experience July 2010 - Present
Job Financial Advisor at Allied Wealth Partners
Industry Financial Services
Experience
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

Jerard Bananzio Jerard Bananzio Greater New York City Area Details
Jerard Bananzio's Allied Wealth Partners Experience June 2015 - Present
Job Financial Advisor at Allied Wealth Partners
Industry Financial Services
Experience
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

Taylor Luthy Taylor Luthy Randolph, New Jersey Details
Taylor Luthy's Allied Wealth Partners Experience May 2012 - August 2012
Job First Aid and Safety Service and Sales rep
Industry Marketing and Advertising
Experience
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

Valerie Rezza Valerie Rezza Greater New York City Area Details
Valerie Rezza's Allied Wealth Partners Experience 2008 - Present
Job Licensed Insurance Agent at Allied Wealth Partners
Industry Financial Services
Experience
Allied Wealth Partners   2008 - Present

Skills
Disability Insurance

Education
Rutgers Business School
Finance

County College of Morris
Associate’s Degree, Business

Ed Caldwell Ed Caldwell Greater New York City Area Details
Ed Caldwell's Allied Wealth Partners Experience 2011 - 2014
Job PR Director, East Coast Markets & Sectors at PwC
Industry Public Relations and Communications
Experience
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)

Arjay Ignacio Arjay Ignacio Greater New York City Area Details
Arjay Ignacio's Allied Wealth Partners Experience June 2015 - Present
Job Managing Director at Allied Wealth Partners
Industry Financial Services
Experience
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

Edward Giuliano Edward Giuliano Greater New York City Area Details
Edward Giuliano's Allied Wealth Partners Experience May 2015 - Present
Job Financial Advisor at Allied Wealth Partners
Industry Financial Services
Experience
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

Jo Ann Tartaglia Jo Ann Tartaglia Greater New York City Area Details
Jo Ann Tartaglia's Allied Wealth Partners Experience July 2009 - August 2015
Job Founder & Food Blogger
Industry Food & Beverages
Experience
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

Steven Puccetti Steven Puccetti Greater New York City Area Details
Steven Puccetti's Allied Wealth Partners Experience May 2014 - July 2014
Job Finance Intern at LifeCell Corporation
Industry Financial Services
Experience
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

Lorraine Padilla Lorraine Padilla Garden City, New York Details
Lorraine Padilla's Allied Wealth Partners Experience August 2013 - Present
Job President at Langdon Ford Financial
Industry Insurance
Experience
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

Keith Hanenberg Keith Hanenberg Greater New York City Area Details
Keith Hanenberg's Allied Wealth Partners Experience November 2013 - Present
Job Vice President of New York Metro
Industry Financial Services
Experience
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

Kim Luthy, CFS,CLTC Kim Luthy, CFS,CLTC Greater New York City Area Details
Kim Luthy, CFS,CLTC's Allied Wealth Partners Experience December 1988 - Present
Job Senior Financial Advisor at Allied Wealth Partners
Industry Financial Services
Experience
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

David Schelhorn David Schelhorn Greater New York City Area Details
David Schelhorn's Allied Wealth Partners Experience June 2015 - Present
Job Financial Advisor at Allied Wealth Partners
Industry Financial Services
Experience
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

Pietro Ruggeri Pietro Ruggeri Greater New York City Area Details
Pietro Ruggeri's Allied Wealth Partners Experience December 2014 - Present
Job Managing Director at Allied Wealth Partners
Industry Financial Services
Experience
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

Joshua Melchor Joshua Melchor Greater New York City Area Details
Joshua Melchor's Allied Wealth Partners Experience September 2012 - Present
Job Entrepreneur & Investor
Industry Financial Services
Experience
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

Jerry Madden Jerry Madden Greater New York City Area Details
Jerry Madden's Allied Wealth Partners Experience May 2004 - Present
Job Senior Financial Advisor at Langdon Ford Financial
Industry Financial Services
Experience
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

Gilbert E. Moscatello, CFP RHU REBC Gilbert E. Moscatello, CFP RHU REBC Greater New York City Area Details
Gilbert E. Moscatello, CFP RHU REBC's Allied Wealth Partners Experience June 1997 - Present
Job Financial Services Consultant and Contractor
Industry Financial Services
Experience
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

Peter Paladino CFP,CLU,ChFC Peter Paladino CFP,CLU,ChFC Greater New York City Area Details
Peter Paladino CFP,CLU,ChFC's Allied Wealth Partners Experience November 1991 - Present
Job Partner at Allied Wealth Partners
Industry Financial Services
Experience
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

Regan, Marla Regan, Marla Greater New York City Area Details
Regan, Marla's Allied Wealth Partners Experience September 1996 - Present
Job Admininstrative Assistant at Allied Wealth Partners
Industry Financial Services
Experience
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

Rich Fiderer Rich Fiderer Greater New York City Area Details
Rich Fiderer's Allied Wealth Partners Experience February 2015 - Present
Job Financial Advisor at Allied Wealth Partners
Industry Financial Services
Experience
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

Edward Jordan Edward Jordan Greater New York City Area Details
Edward Jordan's Allied Wealth Partners Experience December 2014 - August 2015
Job Financial Advisor at Allied Wealth Partners
Industry Financial Services
Experience
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

Donna Brower MBA Donna Brower MBA Parsippany, New Jersey Details
Donna Brower MBA's Allied Wealth Partners Experience August 2013 - Present
Job Financial Advisor for Individuals and Businesses at Allied Wealth Partners
Industry Marketing and Advertising
Experience
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

John Farquhar CLTC John Farquhar CLTC Greater New York City Area Details
John Farquhar CLTC's Allied Wealth Partners Experience February 2015 - Present
Job Wealth Advisor at Allied Wealth Partners
Industry Financial Services
Experience
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

Cynthia Costas Cynthia Costas Greater New York City Area Details
Cynthia Costas's Allied Wealth Partners Experience January 2014 - Present
Job Investment Advisor at Allied Wealth Partners
Industry Financial Services
Experience
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

Morgan Dorfman Morgan Dorfman Belvidere, New Jersey Details
Morgan Dorfman's Allied Wealth Partners Experience May 2014 - August 2014
Job Student at Rutgers, The State University of New Jersey Rutgers Business School
Industry Financial Services
Experience
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