American Economic Planning Group
Address: 25 Independence Blvd # 102, Warren, NJ 07059 Phone: (908) 757-5600: Hours: : : : : Place name: Category: Website: : Website: https://aepg.com/ Category: Economic development agency 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. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of American Economic Planning Posting publicly on the Web Write a review Reviews Be the first to review
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American Economic Planning Group Employees
American Economic Planning Group November 2001 - Present
Skills
Certified Financial...
Education
University of Wisconsin-Madison 1978 — 1979
University of Maryland College Park
University of Maryland College Park
Goldman, Sachs & Co. July 2011 - Present
Goldman, Sachs & Co. June 2010 - August 2010
Goldman, Sachs & Co. June 2009 - August 2009
American Economic Planning Group June 2008 - August 2008
Skills
Bloomberg, Capital Markets, Corporate Finance, Due Diligence, Finance, Fixed Income, High Yield, Investment Management, Securities, Strategy, Alternative Investments, Bloomberg Terminal, Financial Modeling
Education
James Madison University - College of Business 2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance & Economics
Governor Livingston High School 2003 — 2007
Stonegate Wealth Management, LLC October 2005 - Present
American Economic Planning Group October 1998 - September 2005
Geraghty and Pergola, CPAs February 1977 - October 1998
Skills
Financial Planning, Investment Advice, Fiduciary for 401k Plans
Education
Seton Hall University 1966 — 1971
accounting, Accounting
Chadler Solutions January 2015 - Present
Benefit Sources & Solutions Chadler May 1989 - December 2014
United Benefit Advisors January 2012 - November 2012
American Economic Planning Group January 1990 - December 1996
UVW 1987 - 1989
Prudential Financial September 1984 - August 1987
Skills
Cost Reduction, Employee Satisfaction, Administrative Support, Employee Benefits, 401k, Benefits Administration, HRIS, Human Resources, Personnel Management, Retirement Planning, ERISA, Asset Managment, Internal Communications, Employee Wellness, Investment Advisory..., Population Health, Healthcare, Retirement, Executive Pay, Workers Compensation, Insurance, Health Insurance, Disability Insurance, Administrative..., Job Satisfaction, Brokers, Term Life Insurance, Long-term Care, Health Savings Accounts, Deferred Compensation, Health Care Reform, Life Insurance, Team Building, Retirement Plan..., Strategic Planning, Defined Benefit, Long Term Care Insurance, Health Policy, Managed Care, Critical Illness, Group Insurance, Accident
Education
University of Pennsylvania - The Wharton School 1993 — 1996
CEBS, Certified Employee Benefits Specialist
Rutgers, The State University of New Jersey-New Brunswick 1980 — 1984
Bachelor's degree, Economics & Finance
Merrill Lynch July 2014 - March 2015
The MDE Group, Inc January 2005 - November 2013
Albridge, an Affiliate of Pershing 2002 - 2004
Condor Capital 2000 - 2002
American Economic Planning Group 1986 - 2000
Skills
Wealth Management, Asset Management, Asset Managment, Investments, Investment Advisory, Alternative Investments, Series 7, Securities, Microsoft Excel, Risk Management, Customer Service, Hedge Funds, Strategic Financial..., Asset Allocation, Mutual Funds, Experienced Business..., Fixed Income, Equities, Portfolio Management
Education
Rutgers, The State University of New Jersey-Newark 1980 — 1986
BS, Criminal Justice
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
Heller Wealth Advisors 2011 - Present
Heller Wealth Advisors May 2005 - Present
Schonbraun 2006 - 2008
American Economic Planning Group February 1996 - May 2005
Skills
Strategic Financial..., 401k, Estate Planning, Retirement, Investments, Wealth Management, Asset Allocation, Asset Managment, Financial Planners, Investment Advisory, Wealth Management..., Financial Advisory, High Net Worth..., Mutual Funds, Employee Stock Options, Multi-generational..., Life Insurance, Disability Insurance, Long-term Care, Social Security, Retirement Planning, Liability Management, Cash Flow Planning
Education
Fairleigh Dickinson University 2007 — 2010
MST, Masters In Taxation
Rider University 1991 — 1996
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Roselle Catholic 1987 — 1991
Heller Wealth Advisors April 2008 - Present
SMG Wealth Management June 2007 - April 2008
The Schonbraun McCann Group May 2005 - April 2008
American Economic Planning Group June 1999 - May 2005
Skills
Portfolio Management, Trading, Technology Integration, Investments, Asset Allocation
Education
Rutgers University-New Brunswick 1996 — 1999
BA, Economics
West Morris Central HS 1991 — 1995
American Economic Planning Group Senior Group Accounts ManagerAEPG® Wealth Strategies2005 - Present
Education
University of Miami 1973 — 1977
BA, Sociology and Psychology
Prudential Financial June 2014 - Present
Prudential Financial July 2012 - June 2014
American Economic Planning Group October 2010 - July 2012
Bloomberg July 2009 - July 2010
MetLife June 2008 - September 2008
Skills
Bloomberg Terminal, Microsoft Office, Morningstar, Zephyr Style Advisor, JavaScript, Trading, Microsoft Excel
Education
Rutgers University-New Brunswick 2005 — 2009
Rutgers University
Bachelor of Arts, Economics