American Portfolios
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American Portfolios Employees
Employee
Years
Job
Industry
A. Geoffrey Wade A. Geoffrey Wade's American Portfolios Experience September 2007 - Present
Job President at A. Geoffrey Wade Financial Services, LLC
Industry Financial Services
Experience
American Portfolios September 2007 - Present
A. Geoffrey Wade Financial Services, LLC August 2005 - Present
Raymond James Financial Services August 2005 - September 2007
Morgan Stanley March 1999 - August 2005
Skills
Investments, Insurance, Mutual Funds, Sales Management, Fixed Annuities, Strategic Planning, Team Building, Real Estate, Wealth Management, Investment Advisory, Retirement Planning, Asset Allocation, Series 7, Estate Planning, Retirement, Strategic Financial..., Securities, Life Insurance, Long-term Care, Portfolio Management, IRAs, Financial Planning
Education
DePauw University 1966 — 1967
Howe Military School 1960 — 1966
American Portfolios September 2007 - Present
A. Geoffrey Wade Financial Services, LLC August 2005 - Present
Raymond James Financial Services August 2005 - September 2007
Morgan Stanley March 1999 - August 2005
Skills
Investments, Insurance, Mutual Funds, Sales Management, Fixed Annuities, Strategic Planning, Team Building, Real Estate, Wealth Management, Investment Advisory, Retirement Planning, Asset Allocation, Series 7, Estate Planning, Retirement, Strategic Financial..., Securities, Life Insurance, Long-term Care, Portfolio Management, IRAs, Financial Planning
Education
DePauw University 1966 — 1967
Howe Military School 1960 — 1966
Kaitlyn Crawford Kaitlyn Crawford's American Portfolios Experience March 2015 - Present
Job Relationship Manager at American Portfolios
Industry Financial Services
Experience
American Portfolios March 2015 - Present
American Portfolios January 2014 - Present
BNY Mellon April 2012 - January 2014
Pershing October 2010 - December 2011
American Portfolios August 2008 - September 2010
Dockers Waterside 2004 - 2010
Skills
Securities, Investments, Banking, Financial Services, Finance, Wealth Management, Microsoft Office, Microsoft Excel, Marketing, Retirement Planning, Financial Analysis
Education
Southern New Hampshire University 2012 — 2014
Master of Science (M.S.), Marketing
Manhattan College 2003 — 2008
Bachelor of Arts (B.A.), Secondary Education, English
American Portfolios March 2015 - Present
American Portfolios January 2014 - Present
BNY Mellon April 2012 - January 2014
Pershing October 2010 - December 2011
American Portfolios August 2008 - September 2010
Dockers Waterside 2004 - 2010
Skills
Securities, Investments, Banking, Financial Services, Finance, Wealth Management, Microsoft Office, Microsoft Excel, Marketing, Retirement Planning, Financial Analysis
Education
Southern New Hampshire University 2012 — 2014
Master of Science (M.S.), Marketing
Manhattan College 2003 — 2008
Bachelor of Arts (B.A.), Secondary Education, English
Nicole Amato Nicole Amato's American Portfolios Experience February 2014 - August 2014
Job Marketing Associate at Wales Darby Inc.
Industry Marketing and Advertising
Experience
Wales Darby Inc. September 2014 - Present
American Portfolios February 2014 - August 2014
Right Financial Advisor, Inc. February 2014 - August 2014
First Empire Securities, Inc. September 2012 - January 2014
Clarks March 2010 - January 2012
Skills
Marketing Strategy, Marketing, Customer Service, New Business Development, Media Relations, Finance, Social Media Marketing, Marketing Communications, Sales Operations, Facebook Marketing, Google Adwords, Proposal Writing, Trade Shows, Financial Services, Securities, Financial Reporting, European History, PowerPoint, Bloomberg Terminal, Bloomberg, Asset Management, Time Management, Wealth Management, Investment Strategies, Equities, Fixed Income, Mutual Funds, Financial Analysis
Education
Stony Brook University
Bachelor of Arts (B.A.), European History
Wales Darby Inc. September 2014 - Present
American Portfolios February 2014 - August 2014
Right Financial Advisor, Inc. February 2014 - August 2014
First Empire Securities, Inc. September 2012 - January 2014
Clarks March 2010 - January 2012
Skills
Marketing Strategy, Marketing, Customer Service, New Business Development, Media Relations, Finance, Social Media Marketing, Marketing Communications, Sales Operations, Facebook Marketing, Google Adwords, Proposal Writing, Trade Shows, Financial Services, Securities, Financial Reporting, European History, PowerPoint, Bloomberg Terminal, Bloomberg, Asset Management, Time Management, Wealth Management, Investment Strategies, Equities, Fixed Income, Mutual Funds, Financial Analysis
Education
Stony Brook University
Bachelor of Arts (B.A.), European History
Ron Chakler Ron Chakler's American Portfolios Experience June 2000 - Present
Job Senior Managing Director, American Portfolios
Industry Financial Services
Experience
American Portfolios June 2000 - Present
Skills
Series 24, Series 7, FINRA, Investment Advisory, Series 63, Wealth Management, Mutual Funds, Asset Allocation, Securities, Retirement Planning, 401k, Investment Strategies, Wealth Management..., Retirement, Investments, Variable Annuities, Fixed Annuities, Alternative Investments, Investment Management, Estate Planning, Series 65
Education
Temple University 1971 — 1975
Bachelor of Science (BS), Education
Northeast High School 1969 — 1971
High school, Business Administration and Management, General
American Portfolios June 2000 - Present
Skills
Series 24, Series 7, FINRA, Investment Advisory, Series 63, Wealth Management, Mutual Funds, Asset Allocation, Securities, Retirement Planning, 401k, Investment Strategies, Wealth Management..., Retirement, Investments, Variable Annuities, Fixed Annuities, Alternative Investments, Investment Management, Estate Planning, Series 65
Education
Temple University 1971 — 1975
Bachelor of Science (BS), Education
Northeast High School 1969 — 1971
High school, Business Administration and Management, General
Ryan Schulz Ryan Schulz's American Portfolios Experience March 2013 - November 2013
Job Sales and Analytics at Bloomberg LP
Industry Financial Services
Experience
Bloomberg LP October 2014 - Present
Northwestern Mutual November 2013 - July 2014
American Portfolios March 2013 - November 2013
American Portfolios October 2009 - March 2013
Newedge June 2009 - August 2009
Skills
Securities, Mutual Funds, Series 7, Wealth Management, Equities
Education
SUNY Albany 2003 — 2007
Bloomberg LP October 2014 - Present
Northwestern Mutual November 2013 - July 2014
American Portfolios March 2013 - November 2013
American Portfolios October 2009 - March 2013
Newedge June 2009 - August 2009
Skills
Securities, Mutual Funds, Series 7, Wealth Management, Equities
Education
SUNY Albany 2003 — 2007
Price Gledhill Price Gledhill's American Portfolios Experience 2005 - Present
Job Registered Representative at American Portfolios
Industry Financial Services
Experience
American Portfolios 2005 - Present
Education
Pasadena City College 1961 — 1963
San Marino High 1958 — 1961
American Portfolios 2005 - Present
Education
Pasadena City College 1961 — 1963
San Marino High 1958 — 1961
Jonathan Anthony Jonathan Anthony's American Portfolios Experience January 2008 - October 2008
Job MetLife Real Estate Investors
Industry Investment Management
Experience
MetLife Real Estate Investors January 2015 - Present
Prudential Real Estate Investors 2010 - January 2015
Goliath Partners LP 2008 - 2010
American Portfolios January 2008 - October 2008
Skills
Hedge Funds, Marketing, Key Account Mangement, Investor Relations, Client Relations Skills, Project Management, Real Estate, Microsoft Excel, Sales Presentations, Investments, Portfolio Management, Due Diligence
Education
Rutgers Business School 2013 — 2017
Master of Business Administration (MBA), Business, Management, Marketing, and Related Support Services
State University of New York at Albany
B.A., Economics/Business Admin
Università per Stranieri di Perugia
Italian
MetLife Real Estate Investors January 2015 - Present
Prudential Real Estate Investors 2010 - January 2015
Goliath Partners LP 2008 - 2010
American Portfolios January 2008 - October 2008
Skills
Hedge Funds, Marketing, Key Account Mangement, Investor Relations, Client Relations Skills, Project Management, Real Estate, Microsoft Excel, Sales Presentations, Investments, Portfolio Management, Due Diligence
Education
Rutgers Business School 2013 — 2017
Master of Business Administration (MBA), Business, Management, Marketing, and Related Support Services
State University of New York at Albany
B.A., Economics/Business Admin
Università per Stranieri di Perugia
Italian
Andrew Vazquez Andrew Vazquez's American Portfolios Experience May 2011 - November 2013
Job Contact Representative at U.S. Department of the Treasury
Industry Higher Education
Experience
U.S. Department of the Treasury November 2013 - Present
American Portfolios May 2011 - November 2013
Enterprise Lighting Sales January 2010 - May 2011
MISCO INC August 2008 - December 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Access, Salesforce.com, Organization, Event Planning, Customer Service, Social Networking
Education
SUNY Potsdam 2005 — 2009
Bachelor of Science (BS), Business Administration
U.S. Department of the Treasury November 2013 - Present
American Portfolios May 2011 - November 2013
Enterprise Lighting Sales January 2010 - May 2011
MISCO INC August 2008 - December 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Access, Salesforce.com, Organization, Event Planning, Customer Service, Social Networking
Education
SUNY Potsdam 2005 — 2009
Bachelor of Science (BS), Business Administration
Rohn Hein Rohn Hein's American Portfolios Experience February 2002 - Present
Job Financial Advisor at American Portfolios
Industry Financial Services
Experience
American Portfolios February 2002 - Present
Security First Planners October 1985 - February 2002
Various Non-Profit Corporations 1973 - 1985
Skills
Wealth Accumulation, Uniform Combined State..., 401k, Series 63, Securities, Asset Allocation, Wealth, Strategic Financial..., Investments, Series 24, Estate Planning
Education
Hamline University 1972 — 1972
Urban Studies Certificate, Urban Studies/Affairs
Purdue University 1969 — 1972
BA, Political Science
American Portfolios February 2002 - Present
Security First Planners October 1985 - February 2002
Various Non-Profit Corporations 1973 - 1985
Skills
Wealth Accumulation, Uniform Combined State..., 401k, Series 63, Securities, Asset Allocation, Wealth, Strategic Financial..., Investments, Series 24, Estate Planning
Education
Hamline University 1972 — 1972
Urban Studies Certificate, Urban Studies/Affairs
Purdue University 1969 — 1972
BA, Political Science
Eric Proszek Eric Proszek's American Portfolios Experience May 2010 - January 2011
Job AVP, Internal Sales Consultant at PNC Capital Advisors
Industry Investment Management
Experience
PNC Capital Advisors August 2015 - Present
PNC Investments April 2013 - August 2015
Northcoast Research April 2011 - April 2013
American Portfolios May 2010 - January 2011
Education
Baldwin-Wallace College 2008 — 2012
BA, Finance
PNC Capital Advisors August 2015 - Present
PNC Investments April 2013 - August 2015
Northcoast Research April 2011 - April 2013
American Portfolios May 2010 - January 2011
Education
Baldwin-Wallace College 2008 — 2012
BA, Finance
Sara Karam Sara Karam's American Portfolios Experience 2011 - December 2013
Job Manager at Zavino Wine Bar and Pizzeria
Industry Financial Services
Experience
Zavino Wine Bar and Pizzeria March 2014 - Present
BethEast Financial Group January 2013 - Present
American Portfolios 2011 - December 2013
Lincoln Financial Distributors 2003 - 2010
Education
Cornell University 1999 — 2003
Applied Economics & Management, Business
Zavino Wine Bar and Pizzeria March 2014 - Present
BethEast Financial Group January 2013 - Present
American Portfolios 2011 - December 2013
Lincoln Financial Distributors 2003 - 2010
Education
Cornell University 1999 — 2003
Applied Economics & Management, Business
Anthony Simonetti Anthony Simonetti's American Portfolios Experience October 2014 - Present
Job Financial Advisor at American Portfolios
Industry Financial Services
Experience
American Portfolios October 2014 - Present
AXA Advisors September 2008 - October 2014
Skills
FINRA, Finance, Fixed Annuities, Insurance, Investments, Networking, Retirement Planning, Securities, Series 7, Strategic Planning, Financial Planning, Strategic Financial...
Education
Providence College 2005 — 2008
BS, Finance
American Portfolios October 2014 - Present
AXA Advisors September 2008 - October 2014
Skills
FINRA, Finance, Fixed Annuities, Insurance, Investments, Networking, Retirement Planning, Securities, Series 7, Strategic Planning, Financial Planning, Strategic Financial...
Education
Providence College 2005 — 2008
BS, Finance
Anthony Sciuto Anthony Sciuto's American Portfolios Experience December 2008 - July 2014
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. July 2014 - Present
American Portfolios December 2008 - July 2014
Education
Long Island University, C.W. Post Campus 1986 — 1990
Economics
Ameriprise Financial Services, Inc. July 2014 - Present
American Portfolios December 2008 - July 2014
Education
Long Island University, C.W. Post Campus 1986 — 1990
Economics
Kristin Meyer Kristin Meyer's American Portfolios Experience April 2006 - Present
Job Financial Advisor
Industry Financial Services
Experience
LA Fitness August 2006 - Present
American Portfolios April 2006 - Present
Skills
Employee Benefits, Disability Insurance, Retirement Planning, 401k, Mutual Funds, Long-term Care, Term Life Insurance, College Savings Plans, Asset Allocation, IRAs, Income Protection, Pensions, Whole Life, Investment Strategies, Fixed Annuities, Health Insurance, Asset Managment, Asset Management, Life Insurance, Retirement
Education
Medaille College 2001 — 2005
Bachelor's degree, Financial Planning and Services
LA Fitness August 2006 - Present
American Portfolios April 2006 - Present
Skills
Employee Benefits, Disability Insurance, Retirement Planning, 401k, Mutual Funds, Long-term Care, Term Life Insurance, College Savings Plans, Asset Allocation, IRAs, Income Protection, Pensions, Whole Life, Investment Strategies, Fixed Annuities, Health Insurance, Asset Managment, Asset Management, Life Insurance, Retirement
Education
Medaille College 2001 — 2005
Bachelor's degree, Financial Planning and Services
Ryan Svoboda, MBA's American Portfolios Experience January 2014 - January 2015
Job Credit Analyst at Horizon Community Bank
Industry Financial Services
Experience
Horizon Community Bank June 2015 - Present
RXC Inc February 2015 - June 2015
American Portfolios January 2014 - January 2015
Blackman Plumbing Supply Co., Inc. June 2013 - December 2013
Skills
Microsoft Excel, Quicken, Microsoft Word, PowerPoint, Peachtree, Accounting, Accounts Receivable, Time Management, Financial Statements, Cash Flow, Bank Reconciliation, Journal Entries, Lotus Notes, Invoicing, Forecasting, Accounts Payable, Credit Analysis, Tax Analysis, Tax Returns, Underwriting, Commercial Lending, Consumer Lending
Education
St. Joseph's College 2011 — 2013
Master of Business Administration (MBA), Accounting, 3.9
St. Joseph's College 2007 — 2011
Bachelor of Science (BS), Accounting, 3.8
St. Joseph's College 2007 — 2011
Bachelor's Degree, Criminal Justice, 3.8
St. Joseph's College 2007 — 2011
Associate's Degree, Philosophy, 3.8
Horizon Community Bank June 2015 - Present
RXC Inc February 2015 - June 2015
American Portfolios January 2014 - January 2015
Blackman Plumbing Supply Co., Inc. June 2013 - December 2013
Skills
Microsoft Excel, Quicken, Microsoft Word, PowerPoint, Peachtree, Accounting, Accounts Receivable, Time Management, Financial Statements, Cash Flow, Bank Reconciliation, Journal Entries, Lotus Notes, Invoicing, Forecasting, Accounts Payable, Credit Analysis, Tax Analysis, Tax Returns, Underwriting, Commercial Lending, Consumer Lending
Education
St. Joseph's College 2011 — 2013
Master of Business Administration (MBA), Accounting, 3.9
St. Joseph's College 2007 — 2011
Bachelor of Science (BS), Accounting, 3.8
St. Joseph's College 2007 — 2011
Bachelor's Degree, Criminal Justice, 3.8
St. Joseph's College 2007 — 2011
Associate's Degree, Philosophy, 3.8
Carl Vandenburg Carl Vandenburg's American Portfolios Experience April 2007 - Present
Job Registered Representative at American Portfolios
Industry Financial Services
Experience
American Portfolios April 2007 - Present
Vandenburg Properties LLC July 1998 - Present
United Securities Alliance January 2002 - March 2007
Skills
Retirement, Financial Planning, Investments, Series 7, Insurance, Retirement Planning, Asset Allocation, Mutual Funds
Education
University of Minnesota-Duluth 1992 — 1996
Business Administration, Finance
American Portfolios April 2007 - Present
Vandenburg Properties LLC July 1998 - Present
United Securities Alliance January 2002 - March 2007
Skills
Retirement, Financial Planning, Investments, Series 7, Insurance, Retirement Planning, Asset Allocation, Mutual Funds
Education
University of Minnesota-Duluth 1992 — 1996
Business Administration, Finance
Alan Grodin Alan Grodin's American Portfolios Experience 2004 - 2012
Job at
Industry Financial Services
Experience
Metro New York Fund Specialists January 2010 - Present
Northern State Financial, Inc April 2000 - Present
Northern State Financial, Inc April 2000 - Present
American Portfolios 2004 - 2012
Skills
Wealth Management..., Income, Retirement, Pensions, Investment Advisory, Asset Allocation, Portfolio Management, Retirement Planning, Estate Planning, Wealth Management, Finance, IRAs, Fixed Annuities, Mutual Funds, Series 7, Series 63, Securities, Financial Advisory, Investment Strategies, 401k, Investments, Financial Services, Asset Management, Financial Planning, Alternative Investments, Insurance, Equities, Life Insurance, Business Planning, Investment Management, FINRA, Risk Management
Education
Binghamton University 1973 — 1975
BA, Philosophy
Binghamton University 1973 — 1975
State University of New York at Binghamton 1973 — 1975
Bachelor of Arts, Philosophy
Binghamton University 1972 — 1975
BA, Philosophy
Hudde JHS
Hudde JHS
Hudde JHS
Midwood
Metro New York Fund Specialists January 2010 - Present
Northern State Financial, Inc April 2000 - Present
Northern State Financial, Inc April 2000 - Present
American Portfolios 2004 - 2012
Skills
Wealth Management..., Income, Retirement, Pensions, Investment Advisory, Asset Allocation, Portfolio Management, Retirement Planning, Estate Planning, Wealth Management, Finance, IRAs, Fixed Annuities, Mutual Funds, Series 7, Series 63, Securities, Financial Advisory, Investment Strategies, 401k, Investments, Financial Services, Asset Management, Financial Planning, Alternative Investments, Insurance, Equities, Life Insurance, Business Planning, Investment Management, FINRA, Risk Management
Education
Binghamton University 1973 — 1975
BA, Philosophy
Binghamton University 1973 — 1975
State University of New York at Binghamton 1973 — 1975
Bachelor of Arts, Philosophy
Binghamton University 1972 — 1975
BA, Philosophy
Hudde JHS
Hudde JHS
Hudde JHS
Midwood
Sofia Hamsten Sofia Hamsten's American Portfolios Experience January 2014 - June 2014
Job Account Manager at Macrobond Financial
Industry Financial Services
Experience
Interactive Data June 2014 - August 2014
American Portfolios January 2014 - June 2014
Valeo FX AB (Publ) August 2012 - October 2012
Diageo July 2011 - August 2011
SW in Scandinavia AB September 2009 - August 2011
Skills
Financial Markets, Microsoft Office, Economics, Financial Analysis, Financial Modeling, Trading, Quantitative Analytics, Data Analysis, Statistics, Business Strategy
Education
Bernard M. Baruch College 2013 — 2015
Bachelor of Business Administration (B.B.A.), Statistics and Quantitative Modeling
Interactive Data June 2014 - August 2014
American Portfolios January 2014 - June 2014
Valeo FX AB (Publ) August 2012 - October 2012
Diageo July 2011 - August 2011
SW in Scandinavia AB September 2009 - August 2011
Skills
Financial Markets, Microsoft Office, Economics, Financial Analysis, Financial Modeling, Trading, Quantitative Analytics, Data Analysis, Statistics, Business Strategy
Education
Bernard M. Baruch College 2013 — 2015
Bachelor of Business Administration (B.B.A.), Statistics and Quantitative Modeling
Kristen Bartolotta Kristen Bartolotta's American Portfolios Experience May 2008 - August 2010
Job Business Development Coordinator at Dentons
Industry Political Organization
Experience
Dentons July 2015 - Present
McKenna Long & Aldridge LLP June 2015 - July 2015
McKenna Long & Aldridge LLP April 2015 - June 2015
McKenna Long & Aldridge LLP April 2013 - March 2015
Long View Gallery April 2012 - January 2013
U.S. House of Representatives September 2011 - December 2011
American Portfolios May 2008 - August 2010
Skills
Press Releases, Public Speaking, Social Media, Public Relations, Microsoft Office, Microsoft Excel, Event Planning, Microsoft Word, Customer Service, Investments, Facebook, Financial Analysis, PowerPoint, Editing, Budgets, Event Management, Social Media Marketing, Data Analysis, Research, Social Networking
Education
Arizona State University 2007 — 2011
Bachelor of Science (B.S.), Political Science and International Relations
Dentons July 2015 - Present
McKenna Long & Aldridge LLP June 2015 - July 2015
McKenna Long & Aldridge LLP April 2015 - June 2015
McKenna Long & Aldridge LLP April 2013 - March 2015
Long View Gallery April 2012 - January 2013
U.S. House of Representatives September 2011 - December 2011
American Portfolios May 2008 - August 2010
Skills
Press Releases, Public Speaking, Social Media, Public Relations, Microsoft Office, Microsoft Excel, Event Planning, Microsoft Word, Customer Service, Investments, Facebook, Financial Analysis, PowerPoint, Editing, Budgets, Event Management, Social Media Marketing, Data Analysis, Research, Social Networking
Education
Arizona State University 2007 — 2011
Bachelor of Science (B.S.), Political Science and International Relations
Dalchand Laljit Dalchand Laljit's American Portfolios Experience January 2015 - Present
Job Vice President Service Quality and Process Excellence at American Portfolios
Industry Financial Services
Experience
American Portfolios January 2015 - Present
Momentive October 2010 - September 2014
Hexion Specialty Chemical September 2005 - October 2010
Honeywell International 2002 - 2005
Honeywell 1984 - 2002
Skills
Lean Manufacturing, Operational Excellence, Plant Rationalization, Process Improvement, Cross-functional Team..., Change Management, Six Sigma, Continuous Improvement, Process Engineering, DMAIC, Design of Experiments, Management Consulting, Supply Chain Management, Supply Chain, Lean Sigma, Manufacturing, Leadership, Strategy, Operations Management, Program Management, Plant Optimization, Project Management, Value Stream Mapping, Root Cause Analysis, Management, Business Process...
Education
University of Phoenix 2002 — 2005
MBA, Business Administration
New York Institute of Technology-Old Westbury 1996 — 2000
BSEE, Engineering
Suburban Technical, Hempstead, New York 1983 — 1984
Diploma - Digital Computer Technology
Annandale Secondary School 1973 — 1979
General certificate of education
American Portfolios January 2015 - Present
Momentive October 2010 - September 2014
Hexion Specialty Chemical September 2005 - October 2010
Honeywell International 2002 - 2005
Honeywell 1984 - 2002
Skills
Lean Manufacturing, Operational Excellence, Plant Rationalization, Process Improvement, Cross-functional Team..., Change Management, Six Sigma, Continuous Improvement, Process Engineering, DMAIC, Design of Experiments, Management Consulting, Supply Chain Management, Supply Chain, Lean Sigma, Manufacturing, Leadership, Strategy, Operations Management, Program Management, Plant Optimization, Project Management, Value Stream Mapping, Root Cause Analysis, Management, Business Process...
Education
University of Phoenix 2002 — 2005
MBA, Business Administration
New York Institute of Technology-Old Westbury 1996 — 2000
BSEE, Engineering
Suburban Technical, Hempstead, New York 1983 — 1984
Diploma - Digital Computer Technology
Annandale Secondary School 1973 — 1979
General certificate of education
Thomas J. Finnegan, CFP Thomas J. Finnegan, CFP's American Portfolios Experience January 2002 - Present
Job Finnegan Financial/American Portfolios
Industry Financial Services
Experience
The SoHo July 2015 - Present
Pointy Snout Caviar July 2015 - Present
American Portfolios January 2002 - Present
Education
Cornell University
Ithaca College
The SoHo July 2015 - Present
Pointy Snout Caviar July 2015 - Present
American Portfolios January 2002 - Present
Education
Cornell University
Ithaca College
Kristina Dixon Kristina Dixon's American Portfolios Experience January 2010 - January 2011
Job Office Manager at Orlando Office Center
Industry Facilities Services
Experience
Orlando Office Center June 2013 - Present
American Portfolios January 2010 - January 2011
Money Saver Mini Storage July 2009 - December 2009
USA Parking System November 2004 - April 2008
Skills
Organizational..., Time Management, Highly detail oriented, Customer Service, Management, Bookkeeping, Teamwork, Office Management, Payroll, Telephone Skills, Microsoft Word, Microsoft Excel, Budgets, Microsoft Office, Team Building, Public Speaking, PowerPoint, Social Media, Leadership
Education
Seminole State College 2011 — 2013
Associate's degree, Accounting
Broward College 2005 — 2007
Orlando Office Center June 2013 - Present
American Portfolios January 2010 - January 2011
Money Saver Mini Storage July 2009 - December 2009
USA Parking System November 2004 - April 2008
Skills
Organizational..., Time Management, Highly detail oriented, Customer Service, Management, Bookkeeping, Teamwork, Office Management, Payroll, Telephone Skills, Microsoft Word, Microsoft Excel, Budgets, Microsoft Office, Team Building, Public Speaking, PowerPoint, Social Media, Leadership
Education
Seminole State College 2011 — 2013
Associate's degree, Accounting
Broward College 2005 — 2007
Wayne Schuman's American Portfolios Experience January 2012 - Present
Job Investment Advisor Representative at American Portfolios Advisors, Inc.
Industry Investment Management
Experience
American Portfolios January 2012 - Present
American Portfolios Advisors, Inc. February 2008 - Present
Wayne R. Schuman & Associates June 2004 - Present
American Portfolios Financial June 2004 - Present
Monroe Financial Corporation 1991 - 2004
Monroe Financial Corporation August 1984 - June 1991
Skills
Investments, Financial Advisory, Series 63, Series 7, Securities, Finance, Financial Services, Investment Advisory, Mutual Funds, Wealth Management, Retirement Planning, 401k, Retirement, Options, Asset Allocation, Uniform Combined State..., Series 4 - Registered..., Series 27 - Financial..., Series 53 - Municipal..., Series 7 - General..., Series 66 - Investment..., Series 24 - General..., Series 24, FINOP
Education
Indiana University Bloomington 1966 — 1970
BS, Finance
American Portfolios January 2012 - Present
American Portfolios Advisors, Inc. February 2008 - Present
Wayne R. Schuman & Associates June 2004 - Present
American Portfolios Financial June 2004 - Present
Monroe Financial Corporation 1991 - 2004
Monroe Financial Corporation August 1984 - June 1991
Skills
Investments, Financial Advisory, Series 63, Series 7, Securities, Finance, Financial Services, Investment Advisory, Mutual Funds, Wealth Management, Retirement Planning, 401k, Retirement, Options, Asset Allocation, Uniform Combined State..., Series 4 - Registered..., Series 27 - Financial..., Series 53 - Municipal..., Series 7 - General..., Series 66 - Investment..., Series 24 - General..., Series 24, FINOP
Education
Indiana University Bloomington 1966 — 1970
BS, Finance
Casey Morris, CFP®'s American Portfolios Experience January 2008 - December 2010
Job Investment Advisor Representative at Capstone Pacific Investment Strategies, Inc.
Industry Investment Management
Experience
Capstone Pacific Investment Strategies, Inc. November 2010 - Present
American Portfolios January 2008 - December 2010
Education
California State University-Fullerton
Bachelor of Arts (B.A.)
Capstone Pacific Investment Strategies, Inc. November 2010 - Present
American Portfolios January 2008 - December 2010
Education
California State University-Fullerton
Bachelor of Arts (B.A.)
Robert Archard Robert Archard's American Portfolios Experience October 2009 - Present
Job Systems Administrator at American Portfolios
Industry Computer Hardware
Experience
American Portfolios October 2009 - Present
Boundless Technologies, Inc. February 1988 - October 2008
Skills
Virtualization, Operating Systems, Data Center, Project Management, IT Management, Active Directory, Integration, Programming, Disaster Recovery, CRM, System Administration, Product Management
Education
University at Albany, SUNY 1985 — 1987
American Portfolios October 2009 - Present
Boundless Technologies, Inc. February 1988 - October 2008
Skills
Virtualization, Operating Systems, Data Center, Project Management, IT Management, Active Directory, Integration, Programming, Disaster Recovery, CRM, System Administration, Product Management
Education
University at Albany, SUNY 1985 — 1987
Sean O'Higgins Sean O'Higgins's American Portfolios Experience April 2006 - March 2010
Job Associate Financial Advisor at Mirković Teal Group, Ameriprise Private Wealth Advisory Practice
Industry Financial Services
Experience
Mirković Teal Group, Ameriprise Private Wealth Advisory Practice December 2014 - Present
BullEx August 2013 - December 2014
CL King & Associates November 2011 - July 2013
AXA Advisors March 2010 - November 2011
American Portfolios April 2006 - March 2010
O'Higgins Asset Management October 2005 - August 2009
Putnam Investments September 2004 - September 2005
Putnam Investments September 2003 - September 2004
Skills
Series 7, Financial Planners, Fixed Income, Series 63, Financial Analysis, Management, Mutual Funds, Financial Modeling, Alternative Investments, Securities, Asset Management
Education
State University of New York at Albany 2010 — 2014
MBA, Finance
College of the Holy Cross 1999 — 2003
BA, Economics and Spanish
Portsmouth Abbey School 1995 — 1999
St. Gregory's School for Boys 1985 — 1995
Mirković Teal Group, Ameriprise Private Wealth Advisory Practice December 2014 - Present
BullEx August 2013 - December 2014
CL King & Associates November 2011 - July 2013
AXA Advisors March 2010 - November 2011
American Portfolios April 2006 - March 2010
O'Higgins Asset Management October 2005 - August 2009
Putnam Investments September 2004 - September 2005
Putnam Investments September 2003 - September 2004
Skills
Series 7, Financial Planners, Fixed Income, Series 63, Financial Analysis, Management, Mutual Funds, Financial Modeling, Alternative Investments, Securities, Asset Management
Education
State University of New York at Albany 2010 — 2014
MBA, Finance
College of the Holy Cross 1999 — 2003
BA, Economics and Spanish
Portsmouth Abbey School 1995 — 1999
St. Gregory's School for Boys 1985 — 1995
Edward Krupski Edward Krupski's American Portfolios Experience May 2007 - August 2007
Job Insurance Agent at State Farm Insurance
Industry Financial Services
Experience
State Farm Insurance March 2010 - Present
GVS-NY February 2007 - Present
Northwestern Mutual March 2009 - March 2010
American Portfolios May 2007 - August 2007
Education
University at Albany, SUNY 2006 — 2010
Finance, and Marketing
State Farm Insurance March 2010 - Present
GVS-NY February 2007 - Present
Northwestern Mutual March 2009 - March 2010
American Portfolios May 2007 - August 2007
Education
University at Albany, SUNY 2006 — 2010
Finance, and Marketing
Howard Brodis Howard Brodis's American Portfolios Experience September 2005 - Present
Job Branch Manager/Assoc Vice Pres at American Portfolios
Industry Financial Services
Experience
American Portfolios September 2005 - Present
MassMutual Financial Group January 1985 - August 2005
Skills
Finance, Investments, Risk Management, Portfolio Management, Financial Planning, Financial Services, Banking, Insurance, Credit, Financial Analysis
Education
Rochester Institute of Technology
American Portfolios September 2005 - Present
MassMutual Financial Group January 1985 - August 2005
Skills
Finance, Investments, Risk Management, Portfolio Management, Financial Planning, Financial Services, Banking, Insurance, Credit, Financial Analysis
Education
Rochester Institute of Technology
Melissa Dolber Grappone Melissa Dolber Grappone's American Portfolios Experience October 2004 - Present
Job Vice President of Corporate Communications at American Portfolios
Industry Financial Services
Experience
American Portfolios October 2004 - Present
American Portfolios Financial Services, Inc. September 2001 - July 2004
Nathan & Lewis Securities June 1996 - September 2001
MFI Investments May 1993 - June 1996
First Data Corporation May 1988 - May 1993
Dean Witter Reynolds February 1986 - May 1988
Skills
Mutual Funds, Press Releases, Investments, Social Media, Social Media Marketing, Financial Communications, Blogging, Editing, Public Relations, Creative Writing, Report Writing, News Writing, Project Planning, Managerial, Customer Service, Marketing, Online Marketing, Corporate Communications, SEO, Social Networking, Strategic Planning, Management
Education
Hofstra University 1983 — 1986
MBA, Marketing
University of South Carolina-Columbia 1978 — 1982
Bachelor's Degree, Journalism
American Portfolios October 2004 - Present
American Portfolios Financial Services, Inc. September 2001 - July 2004
Nathan & Lewis Securities June 1996 - September 2001
MFI Investments May 1993 - June 1996
First Data Corporation May 1988 - May 1993
Dean Witter Reynolds February 1986 - May 1988
Skills
Mutual Funds, Press Releases, Investments, Social Media, Social Media Marketing, Financial Communications, Blogging, Editing, Public Relations, Creative Writing, Report Writing, News Writing, Project Planning, Managerial, Customer Service, Marketing, Online Marketing, Corporate Communications, SEO, Social Networking, Strategic Planning, Management
Education
Hofstra University 1983 — 1986
MBA, Marketing
University of South Carolina-Columbia 1978 — 1982
Bachelor's Degree, Journalism
Adam Drinkwater Adam Drinkwater's American Portfolios Experience May 2015 - Present
Job Financial Assistant at American Portfolios
Industry Financial Services
Experience
American Portfolios May 2015 - Present
Brick House Tavern & Tap March 2014 - April 2015
Locust Hill Country Club May 2012 - September 2014
Walgreens March 2009 - January 2012
Skills
Microsoft Word, PowerPoint, Microsoft Excel, Financial Planning, Finance, Spreadsheets, Interpersonal Skills, Team Leadership, Social Media, Communication, Public Speaking, Public Relations
Education
State University of New York at Buffalo 2011 — 2015
Bachelor of Science in Business Administration, Financial Analysis, International Business
Fairport High School
American Portfolios May 2015 - Present
Brick House Tavern & Tap March 2014 - April 2015
Locust Hill Country Club May 2012 - September 2014
Walgreens March 2009 - January 2012
Skills
Microsoft Word, PowerPoint, Microsoft Excel, Financial Planning, Finance, Spreadsheets, Interpersonal Skills, Team Leadership, Social Media, Communication, Public Speaking, Public Relations
Education
State University of New York at Buffalo 2011 — 2015
Bachelor of Science in Business Administration, Financial Analysis, International Business
Fairport High School
Timothy Creath Timothy Creath's American Portfolios Experience January 2011 - June 2014
Job Insurance Advisor at Creath Financial Services
Industry Financial Services
Experience
Gradient Wealth Management February 2015 - Present
Gradient Securities September 2014 - Present
Creath Financial Services July 2010 - Present
Regal Financial Group January 2011 - June 2014
American Portfolios January 2011 - June 2014
ING Financial Partners 2009 - February 2011
Northwestern Mutual 1992 - 2008
Education
Naval Postgraduate School 1981 — 1983
MS, Telecommunications Mgmt
Illinois Institute of Technology 1967 — 1971
BS, Marketing
Gradient Wealth Management February 2015 - Present
Gradient Securities September 2014 - Present
Creath Financial Services July 2010 - Present
Regal Financial Group January 2011 - June 2014
American Portfolios January 2011 - June 2014
ING Financial Partners 2009 - February 2011
Northwestern Mutual 1992 - 2008
Education
Naval Postgraduate School 1981 — 1983
MS, Telecommunications Mgmt
Illinois Institute of Technology 1967 — 1971
BS, Marketing
Daniel DiPaola Daniel DiPaola's American Portfolios Experience October 2014 - Present
Job Registered Representative at American Portfolios
Industry Financial Services
Experience
American Portfolios October 2014 - Present
AXA Advisors January 2003 - October 2014
Skills
Series 7, Life Insurance, Investments, Long-term Care, Retirement Planning, Wealth Management, IRAs, Disability Insurance, 401k Rollovers, Roth IRA, Variable Annuities, Term Life Insurance, Fixed Annuities, Mutual Funds, Insurance, Financial Planning
Education
University of Rochester 1998 — 2002
BA, Economics/Engineering
American Portfolios October 2014 - Present
AXA Advisors January 2003 - October 2014
Skills
Series 7, Life Insurance, Investments, Long-term Care, Retirement Planning, Wealth Management, IRAs, Disability Insurance, 401k Rollovers, Roth IRA, Variable Annuities, Term Life Insurance, Fixed Annuities, Mutual Funds, Insurance, Financial Planning
Education
University of Rochester 1998 — 2002
BA, Economics/Engineering
Jon Teran, CFP®'s American Portfolios Experience 2008 - 2010
Job Investment Advisor Associate at Capstone Pacific Investment Strategies, Inc.
Industry Investment Management
Experience
Capstone Pacific Investment Strategies, Inc. November 2010 - Present
American Portfolios 2008 - 2010
Centaurus Financial® July 2000 - December 2007
Education
California State Polytechnic University-Pomona
Master of Arts (MA)
Fuller Theological Seminary
Master of Arts (MA)
Biola University
Bachelor of Arts (B.A.)
Capstone Pacific Investment Strategies, Inc. November 2010 - Present
American Portfolios 2008 - 2010
Centaurus Financial® July 2000 - December 2007
Education
California State Polytechnic University-Pomona
Master of Arts (MA)
Fuller Theological Seminary
Master of Arts (MA)
Biola University
Bachelor of Arts (B.A.)
Bryce Pease's American Portfolios Experience January 2008 - December 2010
Job President at Capstone Pacific Investment Strategies, Inc.
Industry Investment Management
Experience
Capstone Pacific Investment Strategies, Inc. November 2010 - Present
American Portfolios January 2008 - December 2010
Centaurus Financial® July 2000 - December 2007
AXA Advisors October 1980 - August 2000
AXA Equitable 1977 - 2000
Skills
CERTIFIED FINANCIAL..., Chartered Financial..., Chartered Life..., Accredited Investment...
Education
University of Nebraska-Lincoln
Capstone Pacific Investment Strategies, Inc. November 2010 - Present
American Portfolios January 2008 - December 2010
Centaurus Financial® July 2000 - December 2007
AXA Advisors October 1980 - August 2000
AXA Equitable 1977 - 2000
Skills
CERTIFIED FINANCIAL..., Chartered Financial..., Chartered Life..., Accredited Investment...
Education
University of Nebraska-Lincoln
Jesse McGill Jesse McGill's American Portfolios Experience December 2013 - Present
Job New Accounts Associate
Industry Financial Services
Experience
American Portfolios December 2013 - Present
McVeigh Associates, Ltd. October 2008 - November 2011
American Portfolios January 2008 - September 2008
Skills
Corporate Events, Registration, Event Planning, Meeting Planning, Event Management, Project Planning, Microsoft Office, Management, Contract Negotiation, Logistics
Education
Towson University 2003 — 2007
Sports Management, Business Administration and Management, General
American Portfolios December 2013 - Present
McVeigh Associates, Ltd. October 2008 - November 2011
American Portfolios January 2008 - September 2008
Skills
Corporate Events, Registration, Event Planning, Meeting Planning, Event Management, Project Planning, Microsoft Office, Management, Contract Negotiation, Logistics
Education
Towson University 2003 — 2007
Sports Management, Business Administration and Management, General
Kenneth Aulbach's American Portfolios Experience August 2012 - Present
Job Sales & Marketing expert providing winning solutions that increase assets, raise profits and improve revenue
Industry Financial Services
Experience
American Portfolios August 2012 - Present
Andover Investment & Annuity Product Distributors, LLC March 2011 - Present
Investors Capital Corporation September 2005 - March 2011
Investors Capital Corporation January 2005 - September 2005
CNA Insurance January 1999 - January 2001
Skills
Public Speaking, Relationship Development, Marketing Strategy, Fundraising, Team Building, Sales Management, New Business Development, Product Management, Product Marketing, Business Planning, Coaching, Cross-functional Team..., Start-ups, Brand Development, Community Outreach, Writing, Online Marketing, Product Development, Inter-personal, Mutual Funds, Insurance, Investments, Portfolio Management, Marketing, Wealth Management, Retirement Planning, Series 7, Series 63, Training, Strategic Planning, Selling, Asset Allocation, Business Strategy, Sales, Market Research, Sales Operations, Financial Advisory, Management, Securities, Fixed Annuities, Finance, Small Business, Financial Services, Alternative Investments, Investment Strategies, Equities, Asset Management, Financial Planning, Leadership, Strategy
Education
Boston University
Bachelor's Degree, Econimics & Psychology
American Portfolios August 2012 - Present
Andover Investment & Annuity Product Distributors, LLC March 2011 - Present
Investors Capital Corporation September 2005 - March 2011
Investors Capital Corporation January 2005 - September 2005
CNA Insurance January 1999 - January 2001
Skills
Public Speaking, Relationship Development, Marketing Strategy, Fundraising, Team Building, Sales Management, New Business Development, Product Management, Product Marketing, Business Planning, Coaching, Cross-functional Team..., Start-ups, Brand Development, Community Outreach, Writing, Online Marketing, Product Development, Inter-personal, Mutual Funds, Insurance, Investments, Portfolio Management, Marketing, Wealth Management, Retirement Planning, Series 7, Series 63, Training, Strategic Planning, Selling, Asset Allocation, Business Strategy, Sales, Market Research, Sales Operations, Financial Advisory, Management, Securities, Fixed Annuities, Finance, Small Business, Financial Services, Alternative Investments, Investment Strategies, Equities, Asset Management, Financial Planning, Leadership, Strategy
Education
Boston University
Bachelor's Degree, Econimics & Psychology
Gregory Stringfield Gregory Stringfield's American Portfolios Experience September 2009 - Present
Job Owner River Brook LLC
Industry Investment Management
Experience
River Brook LLC December 2012 - Present
American Portfolios September 2009 - Present
A.G. Edwards October 2004 - August 2009
Rolls-Royce, GE 1979 - 2004
Skills
Risk Management, Financial Planning, Retirement Planning, Estate Planning, Asset Management, Asset Managment, Strategic Financial..., Retirement, Securities
Education
von Karman Instituut voor Stromingsdynamica 1982 — 1983
Post Graduate, Fluid Mechanics
Purdue University 1977 — 1982
Bachelor of Science, Aeronautical Engineering
River Brook LLC December 2012 - Present
American Portfolios September 2009 - Present
A.G. Edwards October 2004 - August 2009
Rolls-Royce, GE 1979 - 2004
Skills
Risk Management, Financial Planning, Retirement Planning, Estate Planning, Asset Management, Asset Managment, Strategic Financial..., Retirement, Securities
Education
von Karman Instituut voor Stromingsdynamica 1982 — 1983
Post Graduate, Fluid Mechanics
Purdue University 1977 — 1982
Bachelor of Science, Aeronautical Engineering
Robert Engelhardt Robert Engelhardt's American Portfolios Experience August 2003 - Present
Job Senior Vice President at American Portfolios
Industry Financial Services
Experience
American Portfolios August 2003 - Present
Prudential Securities August 1997 - August 2003
Skills
Mutual Funds, Series 7, Securities, Investments, Wealth Management, Team Building, Series 63, Customer Service, Insurance, Retirement Planning, Investment Advisory, Asset Allocation, Series 24, FINRA, 401k
Education
Hofstra University 1992 — 1996
BBA, Banking and Finance
American Portfolios August 2003 - Present
Prudential Securities August 1997 - August 2003
Skills
Mutual Funds, Series 7, Securities, Investments, Wealth Management, Team Building, Series 63, Customer Service, Insurance, Retirement Planning, Investment Advisory, Asset Allocation, Series 24, FINRA, 401k
Education
Hofstra University 1992 — 1996
BBA, Banking and Finance
Alan Bernstein Alan Bernstein's American Portfolios Experience March 2011 - Present
Job Member at NATP
Industry Financial Services
Experience
American Portfolios March 2011 - Present
G.R.O.W January 2010 - Present
NATP August 2009 - Present
Sound Coaching Inc June 2009 - Present
Connecticut Institute of Finance October 2004 - Present
Connecticut Institute of Finance October 2004 - Present
iPEC Coaching 2009 - 2009
Pinnacle Taxx 2001 - 2004
Skills
Retirement Planning, Coaching, Small Business, Training, Finance, New Business Development, Wealth Management, Retirement, Strategic Financial..., Investments, Fixed Annuities, Mutual Funds, Series 7, Series 63, 401k, Investment Advisory, Business Planning, Equities, Tax, Portfolio Management, Asset Management, Financial Analysis, Financial Planners, Succession Planning, Financial Services, Estate Planning, Risk Management, Investment Strategies, Investment Management, Networking, Life Insurance, Securities, Asset Allocation, Wealth Management..., Fixed Income, Long-term Care, Insurance
Education
State University of New York College at Brockport 1974 — 1979
BA, Business
William Cullen Bryant High School 1970 — 1974
PS 69 1964 — 1970
American Portfolios March 2011 - Present
G.R.O.W January 2010 - Present
NATP August 2009 - Present
Sound Coaching Inc June 2009 - Present
Connecticut Institute of Finance October 2004 - Present
Connecticut Institute of Finance October 2004 - Present
iPEC Coaching 2009 - 2009
Pinnacle Taxx 2001 - 2004
Skills
Retirement Planning, Coaching, Small Business, Training, Finance, New Business Development, Wealth Management, Retirement, Strategic Financial..., Investments, Fixed Annuities, Mutual Funds, Series 7, Series 63, 401k, Investment Advisory, Business Planning, Equities, Tax, Portfolio Management, Asset Management, Financial Analysis, Financial Planners, Succession Planning, Financial Services, Estate Planning, Risk Management, Investment Strategies, Investment Management, Networking, Life Insurance, Securities, Asset Allocation, Wealth Management..., Fixed Income, Long-term Care, Insurance
Education
State University of New York College at Brockport 1974 — 1979
BA, Business
William Cullen Bryant High School 1970 — 1974
PS 69 1964 — 1970
Cami Cornett Cami Cornett's American Portfolios Experience 2002 - 2004
Job Rooms Care Manager at Fairfield Inn & Suites by Marriott at Concord Hospitality Enterprises
Industry Hospitality
Experience
Fairfield Inn & Suites by Marriott Beachwood Concord Hospitality 2010 - Present
Brookwood Management March 2007 - April 2010
Residence Inn by Marriott June 1999 - April 2010
Courtyard By Marriott Cleveland Airport North 2006 - 2007
TownePlace Suites Cleveland Airport 2005 - 2006
American Portfolios 2002 - 2004
Education
The University of Akron 1996 — 2001
Aspen University
MBA
Fairfield Inn & Suites by Marriott Beachwood Concord Hospitality 2010 - Present
Brookwood Management March 2007 - April 2010
Residence Inn by Marriott June 1999 - April 2010
Courtyard By Marriott Cleveland Airport North 2006 - 2007
TownePlace Suites Cleveland Airport 2005 - 2006
American Portfolios 2002 - 2004
Education
The University of Akron 1996 — 2001
Aspen University
MBA
Nicole Graziano-King's American Portfolios Experience February 2008 - November 2013
Job Administrative Assistant
Industry Financial Services
Experience
Right Financial Advisor August 2015 - Present
Ulta Cosmetics April 2015 - Present
Herbalife October 2013 - Present
American Portfolios February 2008 - November 2013
Skills
Customer Service, Public Speaking, Coaching, Leadership, Wellness Coaching
Education
University of Phoenix 2008 — 2013
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Right Financial Advisor August 2015 - Present
Ulta Cosmetics April 2015 - Present
Herbalife October 2013 - Present
American Portfolios February 2008 - November 2013
Skills
Customer Service, Public Speaking, Coaching, Leadership, Wellness Coaching
Education
University of Phoenix 2008 — 2013
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Melissa (Haber) Albanese Melissa (Haber) Albanese's American Portfolios Experience January 2013 - Present
Job Advisory Products Manager at American Portfolios
Industry Financial Services
Experience
American Portfolios January 2013 - Present
Eagle Strategies, LLC (New York Life Company) March 1998 - July 2012
Education
Fordham University
Master of Business Administration (M.B.A.), Finance, General
University of Michigan 1986 — 1990
Bachelor’s Degree, Economics
American Portfolios January 2013 - Present
Eagle Strategies, LLC (New York Life Company) March 1998 - July 2012
Education
Fordham University
Master of Business Administration (M.B.A.), Finance, General
University of Michigan 1986 — 1990
Bachelor’s Degree, Economics
Linda Grant-Smith, CFP®, AIF® Linda Grant-Smith, CFP®, AIF®'s American Portfolios Experience November 2001 - January 2006
Job Financial Planner Henderson Financial Group, Inc.
Industry Financial Services
Experience
Henderson Financial Group, Inc. July 2014 - Present
BW Bishop & Sons, Inc. Board of Advisors January 2001 - December 2011
TrustCore Financial February 2006 - December 2009
American Portfolios November 2001 - January 2006
Grant Family LLC February 1997 - September 2003
Farm Family Insurance 1988 - 2002
Connecticut Parent Advocacy Center January 1988 - January 1989
Education
The American College 2007 — 2009
Certificate
Wesleyan University 1985 — 1988
Bachelor of Arts (B.A.)
Henderson Financial Group, Inc. July 2014 - Present
BW Bishop & Sons, Inc. Board of Advisors January 2001 - December 2011
TrustCore Financial February 2006 - December 2009
American Portfolios November 2001 - January 2006
Grant Family LLC February 1997 - September 2003
Farm Family Insurance 1988 - 2002
Connecticut Parent Advocacy Center January 1988 - January 1989
Education
The American College 2007 — 2009
Certificate
Wesleyan University 1985 — 1988
Bachelor of Arts (B.A.)
Sharla Englerth's American Portfolios Experience February 2013 - July 2014
Job Finance
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. August 2014 - Present
American Portfolios February 2013 - July 2014
Centra Financial Group October 2009 - February 2013
Blinds To Go 2008 - 2009
Rapid Response Monitoring 2007 - 2008
Skills
Microsoft Word, Management, Retirement Planning, Microsoft Office, Finance, Insurance, Event Management, Sales, Strategic Planning, Financial Analysis, PowerPoint, Social Networking, Investments, Strategic Financial..., Customer Service, Microsoft Excel
Education
Cazenovia College 2005 — 2009
Bachelor of Science, Business Management
West Irondequoit High School 2001 — 2005
Ameriprise Financial Services, Inc. August 2014 - Present
American Portfolios February 2013 - July 2014
Centra Financial Group October 2009 - February 2013
Blinds To Go 2008 - 2009
Rapid Response Monitoring 2007 - 2008
Skills
Microsoft Word, Management, Retirement Planning, Microsoft Office, Finance, Insurance, Event Management, Sales, Strategic Planning, Financial Analysis, PowerPoint, Social Networking, Investments, Strategic Financial..., Customer Service, Microsoft Excel
Education
Cazenovia College 2005 — 2009
Bachelor of Science, Business Management
West Irondequoit High School 2001 — 2005
Jared McGill Jared McGill's American Portfolios Experience August 2005 - July 2011
Job Registered Representative at American Portfolios
Industry Financial Services
Experience
Blank Financial Group July 2011 - Present
American Portfolios August 2005 - July 2011
Skills
Series 7, Investment Advisory, Retirement, Retirement Planning, Mutual Funds, Asset Allocation, Wealth Management, Series 63
Education
State University of New York College at Oswego 1999 — 2003
Bachelors, Finance and Management
Blank Financial Group July 2011 - Present
American Portfolios August 2005 - July 2011
Skills
Series 7, Investment Advisory, Retirement, Retirement Planning, Mutual Funds, Asset Allocation, Wealth Management, Series 63
Education
State University of New York College at Oswego 1999 — 2003
Bachelors, Finance and Management
Antonino Saccoccio Antonino Saccoccio's American Portfolios Experience September 2006 - August 2007
Job Producer at Troika
Industry Broadcast Media
Experience
Troika February 2014 - Present
Skip Film March 2011 - January 2014
Lifetime Television April 2009 - March 2011
Syracuse University August 2007 - December 2008
American Portfolios September 2006 - August 2007
Skills
Microsoft Office, Final Cut Pro HD, Adobe Photoshop, Adobe After Effects, Adobe Premiere, DVD Studio Pro, File Maker Pro, Gabriel, Broadcast, Camera, Photoshop, Producing, After Effects, Premiere, FileMaker, Final Cut Pro, Television, Post Production, Video Editing, Editing, Video
Education
Ithaca College 2002 — 2006
B.S., Television Radio (Video Production)
Ithaca College 2002 — 2006
B.A., History
Syracuse University
M.A., Media Studies
Troika February 2014 - Present
Skip Film March 2011 - January 2014
Lifetime Television April 2009 - March 2011
Syracuse University August 2007 - December 2008
American Portfolios September 2006 - August 2007
Skills
Microsoft Office, Final Cut Pro HD, Adobe Photoshop, Adobe After Effects, Adobe Premiere, DVD Studio Pro, File Maker Pro, Gabriel, Broadcast, Camera, Photoshop, Producing, After Effects, Premiere, FileMaker, Final Cut Pro, Television, Post Production, Video Editing, Editing, Video
Education
Ithaca College 2002 — 2006
B.S., Television Radio (Video Production)
Ithaca College 2002 — 2006
B.A., History
Syracuse University
M.A., Media Studies
Philip Cordero Philip Cordero's American Portfolios Experience March 2009 - June 2012
Job Vice President, Advisory Products and Performance Reporting
Industry Financial Services
Experience
Citi, Personal Wealth Management June 2012 - Present
American Portfolios March 2009 - June 2012
U.S. Trust July 2004 - December 2008
U.S. Trust January 2001 - July 2004
U.S. Trust May 2000 - January 2001
U.S. Trust June 1998 - May 2000
Skills
Management, Banking, Risk Management, Leadership, Project Management, Financial Analysis, Strategic Planning, Portfolio Management, Customer Service, Business Analysis
Education
Johnson & Wales University 1994 — 1995
Culinary Arts
University of South Carolina-Columbia 1989 — 1993
Liberal Arts and Sciences/Liberal Studies
Citi, Personal Wealth Management June 2012 - Present
American Portfolios March 2009 - June 2012
U.S. Trust July 2004 - December 2008
U.S. Trust January 2001 - July 2004
U.S. Trust May 2000 - January 2001
U.S. Trust June 1998 - May 2000
Skills
Management, Banking, Risk Management, Leadership, Project Management, Financial Analysis, Strategic Planning, Portfolio Management, Customer Service, Business Analysis
Education
Johnson & Wales University 1994 — 1995
Culinary Arts
University of South Carolina-Columbia 1989 — 1993
Liberal Arts and Sciences/Liberal Studies
Denise Gabay Otten, A.A.M.S.'s American Portfolios Experience August 2010 - Present
Job Pres.Elite Wealth Strategies & Author of CURING COURTNEY: Doctors Couldn't Save Her...So Her Mom Did
Industry Financial Services
Experience
Elite Wealth Strategies (APFS) August 2010 - Present
CURING COURTNEY: Doctors Couldn't Save Her...So Her Mom Did December 2012 - Present
American Portfolios August 2010 - Present
Morgan Stanley Smith Barney July 2005 - August 2010
A.G. Edwards & Sons, Inc. September 2001 - July 2005
CNBC February 1989 - July 1990
Oppenheimer & Co. Inc. 1985 - 1988
Skills
Equities, Insurance, Financial Analysis, Wealth Management, Wealth, Series 7, Financial Advisory, Finance, Retirement Planning, Securities, Mutual Funds, Investments, Estate Planning, Asset Management, Strategic Financial...
Education
Rutgers University
BA, Journalism
Elite Wealth Strategies (APFS) August 2010 - Present
CURING COURTNEY: Doctors Couldn't Save Her...So Her Mom Did December 2012 - Present
American Portfolios August 2010 - Present
Morgan Stanley Smith Barney July 2005 - August 2010
A.G. Edwards & Sons, Inc. September 2001 - July 2005
CNBC February 1989 - July 1990
Oppenheimer & Co. Inc. 1985 - 1988
Skills
Equities, Insurance, Financial Analysis, Wealth Management, Wealth, Series 7, Financial Advisory, Finance, Retirement Planning, Securities, Mutual Funds, Investments, Estate Planning, Asset Management, Strategic Financial...
Education
Rutgers University
BA, Journalism
Richard Cross Richard Cross's American Portfolios Experience 2001 - Present
Job CEO Rightfinancialadvisor.com, a company revolutionizing the way to introduce investors to financial advisors
Industry Marketing and Advertising
Experience
Right Financial Advisor January 2013 - Present
American Portfolios 2001 - Present
Skills
Wealth Management, Retirement Planning, Small Business, Investment Advisory, Strategic Financial..., Public Speaking, Financial Planners, Insurance, Estate Planning, Retirement, Mutual Funds, 401k, Economic Data Analysis, Marketing Strategy, Social Media Marketing, Salesforce.com, Facebook Marketing, linkedin marketing, Google Adwords, Client Aquisition, Fixed Annuities, Finance, Series 63, Financial Planning, Financial Services, Securities, Asset Management, Financial Advisory
Education
Merrimack College 1974 — 1978
BS, Business
Right Financial Advisor January 2013 - Present
American Portfolios 2001 - Present
Skills
Wealth Management, Retirement Planning, Small Business, Investment Advisory, Strategic Financial..., Public Speaking, Financial Planners, Insurance, Estate Planning, Retirement, Mutual Funds, 401k, Economic Data Analysis, Marketing Strategy, Social Media Marketing, Salesforce.com, Facebook Marketing, linkedin marketing, Google Adwords, Client Aquisition, Fixed Annuities, Finance, Series 63, Financial Planning, Financial Services, Securities, Asset Management, Financial Advisory
Education
Merrimack College 1974 — 1978
BS, Business
Rolf Witt Jr. Rolf Witt Jr.'s American Portfolios Experience May 2015 - September 2015
Job Summer Analyst at American Portfolios
Industry Financial Services
Experience
Syracuse University Real Estate Club April 2015 - Present
Syracuse University Investment Club January 2015 - Present
American Portfolios May 2015 - September 2015
Admar Construction Equipment and Supplies June 2012 - July 2012
Skills
Finance, Financial Planning, Microsoft Excel, Microsoft Word, Microsoft Office, Teamwork, Team Building, Team Leadership, Time Management, Research, Financial Analysis, Bloomberg Terminal, Public Speaking
Education
Syracuse University - Martin J. Whitman School of Management 2014 — 2018
Finance
Pittsford Sutherland High School 2010 — 2014
Syracuse University Real Estate Club April 2015 - Present
Syracuse University Investment Club January 2015 - Present
American Portfolios May 2015 - September 2015
Admar Construction Equipment and Supplies June 2012 - July 2012
Skills
Finance, Financial Planning, Microsoft Excel, Microsoft Word, Microsoft Office, Teamwork, Team Building, Team Leadership, Time Management, Research, Financial Analysis, Bloomberg Terminal, Public Speaking
Education
Syracuse University - Martin J. Whitman School of Management 2014 — 2018
Finance
Pittsford Sutherland High School 2010 — 2014
Michael Veloce's American Portfolios Experience ISACFSIJanuary 2015 - June 2015
Job Financial Assistant at American Portfolios
Industry Financial Services
Experience
American Portfolios ISACFSIJanuary 2015 - June 2015
Skills
Accounting, Financial Analysis, Financial Planning, Insurance, Investments, Risk Management
Education
State University of New York Empire State College
Finance, General
American Portfolios ISACFSIJanuary 2015 - June 2015
Skills
Accounting, Financial Analysis, Financial Planning, Insurance, Investments, Risk Management
Education
State University of New York Empire State College
Finance, General
Christopher Levi's American Portfolios Experience March 2015 - Present
Job Investment Adviser Representative
Industry Financial Services
Experience
American Portfolios March 2015 - Present
Skills
Public Speaking, Research, Leadership, Management, Customer Service, Investments, Series 7, Uniform Combined State..., Finance, Financial Planning
Education
LIU Post 2013 — 2015
American Portfolios March 2015 - Present
Skills
Public Speaking, Research, Leadership, Management, Customer Service, Investments, Series 7, Uniform Combined State..., Finance, Financial Planning
Education
LIU Post 2013 — 2015
James V. Celentano James V. Celentano's American Portfolios Experience January 2011 - January 2013
Job Private Client at Gerstein Fisher
Industry Financial Services
Experience
Gerstein Fisher May 2015 - Present
AJF Financial Services, Inc. March 2013 - May 2015
American Portfolios January 2011 - January 2013
American Portfolios November 2009 - January 2011
Exclusive Media Group January 2006 - October 2009
Samoshel under the OPCC June 2005 - October 2009
Skills
Customer Service, Management, Salesforce.com, Microsoft Office, Advertising, Project Management, Sales, Social Networking, Event Planning, Risk Management, Business Development, Business Planning, Team Building, Sales Management, Social Media Marketing, Research, Microsoft Excel, Employee Benefits, Accounting, Budgets, Strategic Planning, Insurance, Human Resources, Public Relations, Market Research, Microsoft Word, Social Media, PowerPoint, Marketing, Event Management, Public Speaking, CRM, Banking, Nonprofits, Leadership, Training, Investments, Finance, Analysis, Securities, Portfolio Management, Asset Management, Investment Advisory, Wealth Management...
Education
University of California, Los Angeles 2002 — 2006
Bachelor of Arts (B.A.), Theatre/Theater
Columbia University in the City of New York 2002 — 2003
Archeology
Westhampton Beach HS
Gerstein Fisher May 2015 - Present
AJF Financial Services, Inc. March 2013 - May 2015
American Portfolios January 2011 - January 2013
American Portfolios November 2009 - January 2011
Exclusive Media Group January 2006 - October 2009
Samoshel under the OPCC June 2005 - October 2009
Skills
Customer Service, Management, Salesforce.com, Microsoft Office, Advertising, Project Management, Sales, Social Networking, Event Planning, Risk Management, Business Development, Business Planning, Team Building, Sales Management, Social Media Marketing, Research, Microsoft Excel, Employee Benefits, Accounting, Budgets, Strategic Planning, Insurance, Human Resources, Public Relations, Market Research, Microsoft Word, Social Media, PowerPoint, Marketing, Event Management, Public Speaking, CRM, Banking, Nonprofits, Leadership, Training, Investments, Finance, Analysis, Securities, Portfolio Management, Asset Management, Investment Advisory, Wealth Management...
Education
University of California, Los Angeles 2002 — 2006
Bachelor of Arts (B.A.), Theatre/Theater
Columbia University in the City of New York 2002 — 2003
Archeology
Westhampton Beach HS
Nathan Joseph Nathan Joseph's American Portfolios Experience January 2015 - July 2015
Job Account Executive, Yelp
Industry Marketing and Advertising
Experience
Yelp September 2015 - Present
Adrenalife May 2014 - Present
American Portfolios January 2015 - July 2015
West Herr Automotive Group August 2012 - September 2013
Wegmans Food Markets May 2008 - August 2011
Skills
Highly personable, Highly responsible, Public Speaking, Assertiveness, Goal Oriented, Sales, Teamwork, Customer Satisfaction, Time Management, Facebook, Leadership, Inventory Management, Microsoft Excel, Social Networking, PowerPoint, Microsoft Word, Marketing, Event Planning, Microsoft Office, Customer Service, Social Media, Management, Social Media Marketing, Communication
Education
State University of New York College at Geneseo 2013 — 2015
Bachelor's degree, Communication and Media Studies
Erie Community College 2011 — 2012
General Studies, 3.2, 3.2, 3.86
Yelp September 2015 - Present
Adrenalife May 2014 - Present
American Portfolios January 2015 - July 2015
West Herr Automotive Group August 2012 - September 2013
Wegmans Food Markets May 2008 - August 2011
Skills
Highly personable, Highly responsible, Public Speaking, Assertiveness, Goal Oriented, Sales, Teamwork, Customer Satisfaction, Time Management, Facebook, Leadership, Inventory Management, Microsoft Excel, Social Networking, PowerPoint, Microsoft Word, Marketing, Event Planning, Microsoft Office, Customer Service, Social Media, Management, Social Media Marketing, Communication
Education
State University of New York College at Geneseo 2013 — 2015
Bachelor's degree, Communication and Media Studies
Erie Community College 2011 — 2012
General Studies, 3.2, 3.2, 3.86
Stuart Simchowitz, AIF, C(k)P, PRP Stuart Simchowitz, AIF, C(k)P, PRP's American Portfolios Experience 2008 - October 2014
Job Director of Retirement Plan Services at RMR Wealth Builders, Inc.
Industry Financial Services
Experience
RMR Wealth Builders, Inc. November 2014 - Present
The Plan Sponsor University November 2014 - Present
Calton & Associates, Inc. October 2014 - Present
Sammax Consultants Ltd. December 1991 - Present
Sammax Consultants, Ltd. December 1991 - Present
American Portfolios 2008 - October 2014
Avenir Equity LLC July 2002 - October 2007
The MONY Group October 1988 - November 1991
Skills
Wealth Management, Management, Retirement Planning, Investments, Retirement, Mutual Funds, Financial Advisory, 401k, Asset Allocation, Employee Benefits, Investment Advisory, Finance, Financial Services, Asset Management, Securities, Defined Benefit, Insurance, Financial Planning, Alternative Investments, Retirement Plan..., ERISA, 403 b, Profit Sharing, Non-Qualified Deferred..., Captive Insurance
Education
Queens College 1977 — 1978
Marketing
State University of New York College at Brockport 1974 — 1977
BA, Far Eastern History
RMR Wealth Builders, Inc. November 2014 - Present
The Plan Sponsor University November 2014 - Present
Calton & Associates, Inc. October 2014 - Present
Sammax Consultants Ltd. December 1991 - Present
Sammax Consultants, Ltd. December 1991 - Present
American Portfolios 2008 - October 2014
Avenir Equity LLC July 2002 - October 2007
The MONY Group October 1988 - November 1991
Skills
Wealth Management, Management, Retirement Planning, Investments, Retirement, Mutual Funds, Financial Advisory, 401k, Asset Allocation, Employee Benefits, Investment Advisory, Finance, Financial Services, Asset Management, Securities, Defined Benefit, Insurance, Financial Planning, Alternative Investments, Retirement Plan..., ERISA, 403 b, Profit Sharing, Non-Qualified Deferred..., Captive Insurance
Education
Queens College 1977 — 1978
Marketing
State University of New York College at Brockport 1974 — 1977
BA, Far Eastern History
Gerard Nizich Gerard Nizich's American Portfolios Experience September 2013 - Present
Job Financial Advisor at American Portfolios
Industry Financial Services
Experience
American Portfolios September 2013 - Present
Castle Financial Advisors May 2010 - September 2013
TJM Brokerage July 2009 - November 2009
First New York Securities January 2009 - May 2009
UBS November 2004 - October 2008
Schwab Capital Markets August 2003 - November 2004
Puglisi & Co July 2002 - April 2003
Gruntal & Co August 1996 - October 2001
Josephthal , Lyons January 1993 - July 1996
Whale Securities January 1990 - January 1992
Skills
Equities
Education
State University of New York College at Oneonta 1979 — 1983
ba, business/accounting
Division Avenue H.S.
American Portfolios September 2013 - Present
Castle Financial Advisors May 2010 - September 2013
TJM Brokerage July 2009 - November 2009
First New York Securities January 2009 - May 2009
UBS November 2004 - October 2008
Schwab Capital Markets August 2003 - November 2004
Puglisi & Co July 2002 - April 2003
Gruntal & Co August 1996 - October 2001
Josephthal , Lyons January 1993 - July 1996
Whale Securities January 1990 - January 1992
Skills
Equities
Education
State University of New York College at Oneonta 1979 — 1983
ba, business/accounting
Division Avenue H.S.
Sarah Franck's American Portfolios Experience June 2013 - August 2013
Job Research Project Associate at GfK
Industry Market Research
Experience
GfK June 2015 - Present
J. Crew May 2012 - January 2015
Time Inc. May 2014 - August 2014
American Portfolios June 2013 - August 2013
kate spade May 2012 - September 2012
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Minitab, Retail, Retail Sales, Customer Service, Sales, Social Media, Marketing, Facebook, Public Speaking, Microsoft Office, Social Networking
Education
Muhlenberg College 2011 — 2015
Bachelor of Arts (BA), Economics and Business Administration double major with concentrations in Marketing and Management
Shoreham-Wading River High School 2007 — 2011
GfK June 2015 - Present
J. Crew May 2012 - January 2015
Time Inc. May 2014 - August 2014
American Portfolios June 2013 - August 2013
kate spade May 2012 - September 2012
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Minitab, Retail, Retail Sales, Customer Service, Sales, Social Media, Marketing, Facebook, Public Speaking, Microsoft Office, Social Networking
Education
Muhlenberg College 2011 — 2015
Bachelor of Arts (BA), Economics and Business Administration double major with concentrations in Marketing and Management
Shoreham-Wading River High School 2007 — 2011
Jessica Skolnick, CFA Jessica Skolnick, CFA's American Portfolios Experience August 2015 - Present
Job
Industry Financial Services
Experience
American Portfolios August 2015 - Present
Skills
Portfolio Management, FX Options, Trading, Options, Foreign Exchange, Mutual Funds, Commodity, FX trading, Hedge Funds, Bonds, Foreign Exchange..., Currency, Bloomberg, Managed Futures, Investments, Alternative Investments, Morningstar Direct, ThomsonOne, VBA, Microsoft Excel, Asset Managment, Wealth Management, Tactical Asset..., Investment Management, Macroeconomics, Economics, PerTrac, PowerPoint, Streetscape, Orion, RIAs, Futures, Financial Markets, CTA, hedge fund marketing, mutual fund marketing, Investor Relations, Derivatives, Trading Systems, Capital Markets, Valuation, Financial Analysis, Bloomberg Terminal, Investment Strategies, Asset Allocation, Financial Services
Education
Dartmouth College 2002 — 2005
BA, Economics
Stuyvesant 1998 — 2002
American Portfolios August 2015 - Present
Skills
Portfolio Management, FX Options, Trading, Options, Foreign Exchange, Mutual Funds, Commodity, FX trading, Hedge Funds, Bonds, Foreign Exchange..., Currency, Bloomberg, Managed Futures, Investments, Alternative Investments, Morningstar Direct, ThomsonOne, VBA, Microsoft Excel, Asset Managment, Wealth Management, Tactical Asset..., Investment Management, Macroeconomics, Economics, PerTrac, PowerPoint, Streetscape, Orion, RIAs, Futures, Financial Markets, CTA, hedge fund marketing, mutual fund marketing, Investor Relations, Derivatives, Trading Systems, Capital Markets, Valuation, Financial Analysis, Bloomberg Terminal, Investment Strategies, Asset Allocation, Financial Services
Education
Dartmouth College 2002 — 2005
BA, Economics
Stuyvesant 1998 — 2002
Sarah Behanna's American Portfolios Experience September 2009 - August 2010
Job Executive Administrative Assistant at Kekst and Company
Industry Public Relations and Communications
Experience
Kekst and Company June 2015 - Present
Teq June 2014 - November 2014
Teq November 2013 - November 2014
Bayport October 2011 - June 2013
American Portfolios September 2009 - August 2010
Clare Rose Inc. August 2007 - August 2009
Skills
Event Planning, Customer Service, Mathematics Education, Product Marketing, Event Management, Administrative..., Promotions, Public Speaking, Strategic Planning, Microsoft Office, Social Networking, Marketing, Project Coordination, Professional..., SAP, Microsoft Excel, Google Docs, Expense Reports, Expense Budget..., Accounts Payable, Accounts Receivable, PowerPoint, Project Management, Microsoft Word
Education
Dowling College 2009 — 2011
Master of Science (MS), Mathematics Teacher Education
Siena College 2003 — 2007
Bachelor of Science (BS), Marketing/Marketing Management, General
Kekst and Company June 2015 - Present
Teq June 2014 - November 2014
Teq November 2013 - November 2014
Bayport October 2011 - June 2013
American Portfolios September 2009 - August 2010
Clare Rose Inc. August 2007 - August 2009
Skills
Event Planning, Customer Service, Mathematics Education, Product Marketing, Event Management, Administrative..., Promotions, Public Speaking, Strategic Planning, Microsoft Office, Social Networking, Marketing, Project Coordination, Professional..., SAP, Microsoft Excel, Google Docs, Expense Reports, Expense Budget..., Accounts Payable, Accounts Receivable, PowerPoint, Project Management, Microsoft Word
Education
Dowling College 2009 — 2011
Master of Science (MS), Mathematics Teacher Education
Siena College 2003 — 2007
Bachelor of Science (BS), Marketing/Marketing Management, General
Jenifer Tencza's American Portfolios Experience 2010 - 2012
Job Senior Small Business Consultant at Paychex Inc
Industry Financial Services
Experience
Paychex 2012 - Present
American Portfolios 2010 - 2012
ADP 2001 - 2003
Franklin Templeton Investments 2000 - 2001
Skills
CRM, Personnel Management, Sales, Time Management, Organization, Account Management, Client, Client Counseling, Client Relations Skills, Client Presentation, Manage Client..., Client Co-ordination, Employee Benefits, Client Liaison, Human Resources, Negotiation, Payroll, Salesforce.com, Selling, Strategic Financial..., Social Networking, HR Consulting, Qualifying Prospects, Direct Sales, Client Development, 401k Rollovers, 401k, TPA
Education
Florida State University 1992 — 1996
Bachelor of Arts (BA), FSU Deans List, Concentrated course work in Business Management, Marketing & Psychology
Paychex 2012 - Present
American Portfolios 2010 - 2012
ADP 2001 - 2003
Franklin Templeton Investments 2000 - 2001
Skills
CRM, Personnel Management, Sales, Time Management, Organization, Account Management, Client, Client Counseling, Client Relations Skills, Client Presentation, Manage Client..., Client Co-ordination, Employee Benefits, Client Liaison, Human Resources, Negotiation, Payroll, Salesforce.com, Selling, Strategic Financial..., Social Networking, HR Consulting, Qualifying Prospects, Direct Sales, Client Development, 401k Rollovers, 401k, TPA
Education
Florida State University 1992 — 1996
Bachelor of Arts (BA), FSU Deans List, Concentrated course work in Business Management, Marketing & Psychology
Jeffrey Green's American Portfolios Experience March 2000 - Present
Job "Your Insurance Champion" Rochester NY I Personalized Insurance Services I Automobile, Homeowners & Business
Industry Insurance
Experience
Paris-Kirwan Associates March 2000 - Present
American Portfolios March 2000 - Present
Skills
Insurance, Home Insurance, Umbrella Insurance, Auto Insurance, Life Insurance, Liability, Business Insurance, Disability Insurance, Workers Compensation, Customer Service, Health Insurance, Small Business, Property & Casualty..., Coaching, Claims Handling, Motorcycle, Investment Properties, General Insurance, Property, Legal Liability, Marketing, Financial Analysis, Brokers, Commercial Lines, Car Insurance, Rental Insurance, Commercial Insurance, Homeowners
Education
State University of New York College at Brockport 1981 — 1985
BS, Business Administration / Marketing
Lakeshore Central High School, Angola NY 1978 — 1981
High School
Paris-Kirwan Associates March 2000 - Present
American Portfolios March 2000 - Present
Skills
Insurance, Home Insurance, Umbrella Insurance, Auto Insurance, Life Insurance, Liability, Business Insurance, Disability Insurance, Workers Compensation, Customer Service, Health Insurance, Small Business, Property & Casualty..., Coaching, Claims Handling, Motorcycle, Investment Properties, General Insurance, Property, Legal Liability, Marketing, Financial Analysis, Brokers, Commercial Lines, Car Insurance, Rental Insurance, Commercial Insurance, Homeowners
Education
State University of New York College at Brockport 1981 — 1985
BS, Business Administration / Marketing
Lakeshore Central High School, Angola NY 1978 — 1981
High School
Michael Mongiello Michael Mongiello's American Portfolios Experience December 2004 - November 2012
Job Senior Manager at EisnerAmper LLP
Industry Financial Services
Experience
EisnerAmper LLP January 2015 - Present
Securities America, Inc. Member FINRA/SIPC November 2012 - Present
MHM Transport, LLC December 2004 - Present
Frankel Loughran Starr Vallone February 2008 - January 2015
Perfect Benefits Group 2009 - June 2014
American Portfolios December 2004 - November 2012
AXA Advisors, L.L.C. July 2003 - December 2004
AIG Trading August 1997 - December 2001
AIG Trading group 1997 - 2001
American International Group 1997 - 2001
Skills
Financial Planning, Tax, Estate Planning, 401k, Asset Management, Long Term Care, Brokerage, IRA's, Investments, Insurance, Risk Management, Portfolio Management, Banking, Securities, Risk, Annuity, Retirement, Retirement Planning, Wealth, Strategic Financial...
Education
The Pennsylvania State University 1992 — 1996
BS, Spanish
The University of Salamanca 1995 — 1995
Spanish
EisnerAmper LLP January 2015 - Present
Securities America, Inc. Member FINRA/SIPC November 2012 - Present
MHM Transport, LLC December 2004 - Present
Frankel Loughran Starr Vallone February 2008 - January 2015
Perfect Benefits Group 2009 - June 2014
American Portfolios December 2004 - November 2012
AXA Advisors, L.L.C. July 2003 - December 2004
AIG Trading August 1997 - December 2001
AIG Trading group 1997 - 2001
American International Group 1997 - 2001
Skills
Financial Planning, Tax, Estate Planning, 401k, Asset Management, Long Term Care, Brokerage, IRA's, Investments, Insurance, Risk Management, Portfolio Management, Banking, Securities, Risk, Annuity, Retirement, Retirement Planning, Wealth, Strategic Financial...
Education
The Pennsylvania State University 1992 — 1996
BS, Spanish
The University of Salamanca 1995 — 1995
Spanish
Sara Dolber's American Portfolios Experience October 2009 - Present
Job Advisory Due Diligence Coordinator at American Portfolios
Industry Financial Services
Experience
American Portfolios October 2009 - Present
Self Employed September 2011 - Present
Forget Me Not Horse Rescue and Sanctuary August 2010 - October 2013
Scorpion Farms April 1999 - October 2011
Starbucks Coffee Company February 2005 - November 2009
Skills
Horse Care, Horse Training, Riding Instruction, Special Effects Makeup, Makeup Artistry, Cosmetology, Oil Painting, Vegetable Gardening, Event Planning
Education
State University of New York at New Paltz 2005 — 2008
BS in Visual Arts, Drawing and Painting
Eastern Suffolk Boces 2011 — 2012
Cosmetology
American Portfolios October 2009 - Present
Self Employed September 2011 - Present
Forget Me Not Horse Rescue and Sanctuary August 2010 - October 2013
Scorpion Farms April 1999 - October 2011
Starbucks Coffee Company February 2005 - November 2009
Skills
Horse Care, Horse Training, Riding Instruction, Special Effects Makeup, Makeup Artistry, Cosmetology, Oil Painting, Vegetable Gardening, Event Planning
Education
State University of New York at New Paltz 2005 — 2008
BS in Visual Arts, Drawing and Painting
Eastern Suffolk Boces 2011 — 2012
Cosmetology
Gregory Masone Gregory Masone's American Portfolios Experience May 2014 - Present
Job Financial Advisor at American Portfolios Financial Services
Industry Financial Services
Experience
American Portfolios May 2014 - Present
Royal Alliance Associates INC January 2008 - May 2014
Skills
Investments, Asset Allocation, Portfolio Management, Retirement Planning, Finance, Equities, Financial Risk, 401k, Financial Analysis, Retirement
Education
Adelphi University
john adams
American Portfolios May 2014 - Present
Royal Alliance Associates INC January 2008 - May 2014
Skills
Investments, Asset Allocation, Portfolio Management, Retirement Planning, Finance, Equities, Financial Risk, 401k, Financial Analysis, Retirement
Education
Adelphi University
john adams
Craig Buttacavoli's American Portfolios Experience August 2004 - Present
Job Independent Financial Services Professional
Industry Financial Services
Experience
American Portfolios August 2004 - Present
Hackett Associates January 2003 - August 2004
Salomon Smith Barney January 2001 - December 2002
Skills
Mutual Funds, Securities, High Yield Bonds, Variable Annuities, 401k Rollovers, Life Insurance, Retirement Planning, Investment Advisory, Branch Management, General Securities..., Financial Recruiting, Tax Preparation, Series 7, Series 24, Series 63, Series 65, FINRA, Investment Strategies, Retirement, Fixed Annuities, 401k
Education
Rutgers University
BS, Business, Marketing
American Portfolios August 2004 - Present
Hackett Associates January 2003 - August 2004
Salomon Smith Barney January 2001 - December 2002
Skills
Mutual Funds, Securities, High Yield Bonds, Variable Annuities, 401k Rollovers, Life Insurance, Retirement Planning, Investment Advisory, Branch Management, General Securities..., Financial Recruiting, Tax Preparation, Series 7, Series 24, Series 63, Series 65, FINRA, Investment Strategies, Retirement, Fixed Annuities, 401k
Education
Rutgers University
BS, Business, Marketing
Naresh Wadhwani MBA, CFP Naresh Wadhwani MBA, CFP's American Portfolios Experience October 2005 - December 2012
Job Certified Financial Planner and Professional Trader
Industry Financial Services
Experience
american portfolios October 2005 - December 2012
insurance allocations 2011 - 2011
KR Choksey 2004 - 2011
crump ins 1999 - 2011
citigroup 2002 - 2005
Morgan Stanley 1999 - 2002
Skills
Strategic Financial..., Retirement, Estate Planning, Financial Planners, Wealth Management, Investment Advisory, Insurance, Portfolio Management, Retirement Planning, Mutual Funds, Investments, Series 7, Series 63, 401k, Finance, Wealth, Capital Markets, Equities, Investment Strategies, Wealth Accumulation, Series 65, Life Insurance, Series 24, Hedge Funds, Trading, Fixed Annuities, Financial Services, Financial Modeling, Financial Advisory, Long Term Care Insurance, Asset Management, Certified Financial..., Investment Management, Asset Allocation, Relationship Management, Fixed Income, Financial Markets, Alternative Investments, Bonds, Banking, Risk Management, Long-term Care, Whole Life, Wealth Management..., Uniform Combined State..., FINRA, Employee Benefits, Pensions, Series 6, Securities
Education
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management 1981 — 1983
studying in the MS program, international relations
Woodbury University 1977 — 1980
University of Mumbai 1976 — 1980
b.com, accounting
University of Mumbai 1972 — 1976
b.com, accounting
Barnes school devlali 1960 — 1971
high school, science
american portfolios October 2005 - December 2012
insurance allocations 2011 - 2011
KR Choksey 2004 - 2011
crump ins 1999 - 2011
citigroup 2002 - 2005
Morgan Stanley 1999 - 2002
Skills
Strategic Financial..., Retirement, Estate Planning, Financial Planners, Wealth Management, Investment Advisory, Insurance, Portfolio Management, Retirement Planning, Mutual Funds, Investments, Series 7, Series 63, 401k, Finance, Wealth, Capital Markets, Equities, Investment Strategies, Wealth Accumulation, Series 65, Life Insurance, Series 24, Hedge Funds, Trading, Fixed Annuities, Financial Services, Financial Modeling, Financial Advisory, Long Term Care Insurance, Asset Management, Certified Financial..., Investment Management, Asset Allocation, Relationship Management, Fixed Income, Financial Markets, Alternative Investments, Bonds, Banking, Risk Management, Long-term Care, Whole Life, Wealth Management..., Uniform Combined State..., FINRA, Employee Benefits, Pensions, Series 6, Securities
Education
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management 1981 — 1983
studying in the MS program, international relations
Woodbury University 1977 — 1980
University of Mumbai 1976 — 1980
b.com, accounting
University of Mumbai 1972 — 1976
b.com, accounting
Barnes school devlali 1960 — 1971
high school, science
Lynn Bianco Murphy's American Portfolios Experience 1995 - Present
Job Managing Director American Portfolios Financial Services
Industry Financial Services
Experience
American Portfolios 1995 - Present
Skills
Asset Allocation, Wealth Management, Investment Advisory, Retirement Planning, Series 7, Retirement, Mutual Funds, Series 63, 401k, Investment Strategies, Securities, Series 24, FINRA, Fixed Annuities, Wealth Management...
Education
Saint John Fisher College 1986 — 1990
American Portfolios 1995 - Present
Skills
Asset Allocation, Wealth Management, Investment Advisory, Retirement Planning, Series 7, Retirement, Mutual Funds, Series 63, 401k, Investment Strategies, Securities, Series 24, FINRA, Fixed Annuities, Wealth Management...
Education
Saint John Fisher College 1986 — 1990
Patricia Flaherty McNeilly Patricia Flaherty McNeilly's American Portfolios Experience 2005 - Present
Job Chartered Financial Consultant, Accredited Investment Fiduciary at American Portfolios
Industry Financial Services
Experience
American Portfolios 2005 - Present
Skills
Estate Planning, 401k, Investment Advisory, Series 63, Asset Allocation, Securities, Wealth Management..., Fixed Annuities, Retirement Plan..., FINRA, Asset Management, Finance, Investment Strategies, Life Insurance, Equities, Savings, Long-term Care, Series 24, Disability Insurance, Retirement Planning, Comprehensive Wealth..., Asset Managment
Education
New York University - Leonard N. Stern School of Business 1981 — 1984
MBA, Finance
The American College
CFP and ChFC Curriculum
Caldwell University 1964 — 1970
BA, Social Studies
American Portfolios 2005 - Present
Skills
Estate Planning, 401k, Investment Advisory, Series 63, Asset Allocation, Securities, Wealth Management..., Fixed Annuities, Retirement Plan..., FINRA, Asset Management, Finance, Investment Strategies, Life Insurance, Equities, Savings, Long-term Care, Series 24, Disability Insurance, Retirement Planning, Comprehensive Wealth..., Asset Managment
Education
New York University - Leonard N. Stern School of Business 1981 — 1984
MBA, Finance
The American College
CFP and ChFC Curriculum
Caldwell University 1964 — 1970
BA, Social Studies
Kimberly Branch, CFP Kimberly Branch, CFP's American Portfolios Experience June 2015 - Present
Job Consultant at American Portfolios
Industry Financial Services
Experience
American Portfolios June 2015 - Present
Branch Financial Services Consulting January 2015 - Present
The Investment Center, Inc. April 2014 - December 2014
Symetra Investment Services February 2012 - July 2013
4WARD Marketing, Inc. (NEXT Financial Group) November 2006 - February 2012
AIG Financial Advisors 2000 - 2007
AIG Financial Advisors September 2000 - November 2006
Skills
Financial Coaching, Public Relations, Marketing Communications, Marketing, Strategic Financial..., Direct Marketing, Strategic Planning, Marketing Strategy, Retirement Planning, Wealth Management, Series 7, New Business Development, Advertising, Financial Advisory, Online Marketing, Business Development, Securities, Investments, Investment Advisory, Copywriting, Mutual Funds, SEO, Relationship Management, Insurance, Press Releases, Strategy, Creative Direction, Series 63, Financial Services, Leadership, Social Networking, Corporate Communications, Competitive Analysis, Sales, Business Strategy, Management, Online Advertising, Cross-functional Team..., Training, Team Building, Finance, Recruiting, Coaching, Lead Generation, Analysis, CRM, Team Management, Employee Benefits, Contract Negotiation, Fixed Annuities
Education
Texas State University-San Marcos
Marketing and Computer Science
American Portfolios June 2015 - Present
Branch Financial Services Consulting January 2015 - Present
The Investment Center, Inc. April 2014 - December 2014
Symetra Investment Services February 2012 - July 2013
4WARD Marketing, Inc. (NEXT Financial Group) November 2006 - February 2012
AIG Financial Advisors 2000 - 2007
AIG Financial Advisors September 2000 - November 2006
Skills
Financial Coaching, Public Relations, Marketing Communications, Marketing, Strategic Financial..., Direct Marketing, Strategic Planning, Marketing Strategy, Retirement Planning, Wealth Management, Series 7, New Business Development, Advertising, Financial Advisory, Online Marketing, Business Development, Securities, Investments, Investment Advisory, Copywriting, Mutual Funds, SEO, Relationship Management, Insurance, Press Releases, Strategy, Creative Direction, Series 63, Financial Services, Leadership, Social Networking, Corporate Communications, Competitive Analysis, Sales, Business Strategy, Management, Online Advertising, Cross-functional Team..., Training, Team Building, Finance, Recruiting, Coaching, Lead Generation, Analysis, CRM, Team Management, Employee Benefits, Contract Negotiation, Fixed Annuities
Education
Texas State University-San Marcos
Marketing and Computer Science
Christi Johnson's American Portfolios Experience March 2009 - December 2013
Job Financial Associate at AlphaStar Capital Management, LLC
Industry Financial Services
Experience
AlphaStar Capital Management, LLC 2011 - Present
Addi's Cure, Inc November 2006 - Present
American Portfolios March 2009 - December 2013
Regulus Advisors LLC March 2009 - December 2011
Questar Capital April 2004 - March 2009
Financial Independence Group January 2004 - March 2009
Laureate Capital September 2001 - January 2004
University of Kansas Athletic Dept 2000 - 2001
Education
The University of Kansas 1995 — 1999
Bachelor of Science and Education, Minor in Business with an Emphasis in Sports Management
AlphaStar Capital Management, LLC 2011 - Present
Addi's Cure, Inc November 2006 - Present
American Portfolios March 2009 - December 2013
Regulus Advisors LLC March 2009 - December 2011
Questar Capital April 2004 - March 2009
Financial Independence Group January 2004 - March 2009
Laureate Capital September 2001 - January 2004
University of Kansas Athletic Dept 2000 - 2001
Education
The University of Kansas 1995 — 1999
Bachelor of Science and Education, Minor in Business with an Emphasis in Sports Management
Brian Yarch Brian Yarch's American Portfolios Experience February 2010 - December 2014
Job Chief Operating Officer
Industry Financial Services
Experience
Regulus Advisors LLC June 2011 - Present
Regal Investment Advisors July 2010 - Present
Regal Financial Group January 2000 - Present
American Portfolios February 2010 - December 2014
AIG 2000 - 2010
Skills
Investment Advisory, Retirement Planning, Wealth Management, Investments, Distributed Systems, Asset Management, Strategic Human..., Strategic Financial...
Education
Hope College 1995 — 1999
BA, Business, Econ, German
The American College
ChFC, CLU, LUTCF
Regulus Advisors LLC June 2011 - Present
Regal Investment Advisors July 2010 - Present
Regal Financial Group January 2000 - Present
American Portfolios February 2010 - December 2014
AIG 2000 - 2010
Skills
Investment Advisory, Retirement Planning, Wealth Management, Investments, Distributed Systems, Asset Management, Strategic Human..., Strategic Financial...
Education
Hope College 1995 — 1999
BA, Business, Econ, German
The American College
ChFC, CLU, LUTCF
Craig Reino Craig Reino's American Portfolios Experience October 2014 - Present
Job Software Engineer at American Portfolios
Industry Information Technology and Services
Experience
American Portfolios October 2014 - Present
LiDAC April 2014 - September 2014
BZ Media March 2006 - May 2014
MSEDP August 2003 - March 2006
RGC Corp January 1998 - August 2003
Skills
Web Development, Microsoft SQL Server, Software Development, SharePoint, Troubleshooting, C#, Content Management, Project Management, Email Marketing, Visual Studio, ASP.NET, PHP, SaaS, Dreamweaver, SEO, Lead Generation, Microsoft Office, Perl, Photoshop, Team Building, ASP, TCP/IP, Programming, HTML, CSS, JavaScript, Databases, Salesforce.com, Wireless Networking, Remote Desktop, Computer Hardware, Lotus Domino, Lotus Notes, Web Services, Remote Access, Active Directory, DNS management, Internet Troubleshooting, Novell Netware, Cisco Technologies, Citrix, Agile Project Management, LINQ, JQuery, SOAP, UIX, WebEx, GoToMeeting, jQuery, SQL
Education
Suffolk County Community College 1995 — 1997
Associate's Degree
American Portfolios October 2014 - Present
LiDAC April 2014 - September 2014
BZ Media March 2006 - May 2014
MSEDP August 2003 - March 2006
RGC Corp January 1998 - August 2003
Skills
Web Development, Microsoft SQL Server, Software Development, SharePoint, Troubleshooting, C#, Content Management, Project Management, Email Marketing, Visual Studio, ASP.NET, PHP, SaaS, Dreamweaver, SEO, Lead Generation, Microsoft Office, Perl, Photoshop, Team Building, ASP, TCP/IP, Programming, HTML, CSS, JavaScript, Databases, Salesforce.com, Wireless Networking, Remote Desktop, Computer Hardware, Lotus Domino, Lotus Notes, Web Services, Remote Access, Active Directory, DNS management, Internet Troubleshooting, Novell Netware, Cisco Technologies, Citrix, Agile Project Management, LINQ, JQuery, SOAP, UIX, WebEx, GoToMeeting, jQuery, SQL
Education
Suffolk County Community College 1995 — 1997
Associate's Degree
Jennifer Lynn Riccardi Jennifer Lynn Riccardi's American Portfolios Experience May 2013 - August 2013
Job American Sign Language Interpreter
Industry Consumer Services
Experience
Rochester Institute of Technology January 2015 - May 2015
Rochester Institute of Technology August 2013 - May 2015
Sigma Sigma Sigma National Sorority- Epsilon Psi chapter December 2013 - December 2014
Rochester Institute of Technology August 2012 - December 2014
Pier 1 Imports May 2011 - December 2013
American Portfolios May 2013 - August 2013
Skills
Event Management, Leadership, Delegation, Multi Tasking, Typing, Time Management, American Sign Language, Microsoft Office, Google Drive
Education
Rochester Institute of Technology 2011 — 2015
Bachelor of Science (B.S.), American Sign Language - English Interpretation
Hogeschool Utrecht 2014 — 2014
Study Abroad in the Netherlands, Dutch Sign Language and Deaf Culture
Rochester Institute of Technology January 2015 - May 2015
Rochester Institute of Technology August 2013 - May 2015
Sigma Sigma Sigma National Sorority- Epsilon Psi chapter December 2013 - December 2014
Rochester Institute of Technology August 2012 - December 2014
Pier 1 Imports May 2011 - December 2013
American Portfolios May 2013 - August 2013
Skills
Event Management, Leadership, Delegation, Multi Tasking, Typing, Time Management, American Sign Language, Microsoft Office, Google Drive
Education
Rochester Institute of Technology 2011 — 2015
Bachelor of Science (B.S.), American Sign Language - English Interpretation
Hogeschool Utrecht 2014 — 2014
Study Abroad in the Netherlands, Dutch Sign Language and Deaf Culture
Bryan Kranek Bryan Kranek's American Portfolios Experience May 2007 - February 2010
Job Financial Advisor at SagePoint Financial
Industry Financial Services
Experience
SagePoint Financial Financial Advisor and Special Care PlannerSkylight Financial GroupMarch 2010 - July 2015
Perme Financial Group April 2013 - April 2015
American Portfolios May 2007 - February 2010
Skills
Finance, Strategic Financial..., Retirement Planning, Series 7, Retirement, Investments, Estate Planning, Mutual Funds, Securities, Fixed Annuities, Investment Advisory, Portfolio Management
Education
University of Mount Union 2004 — 2007
Business Administration, Finance
Strongsville High School 2000 — 2004
SagePoint Financial Financial Advisor and Special Care PlannerSkylight Financial GroupMarch 2010 - July 2015
Perme Financial Group April 2013 - April 2015
American Portfolios May 2007 - February 2010
Skills
Finance, Strategic Financial..., Retirement Planning, Series 7, Retirement, Investments, Estate Planning, Mutual Funds, Securities, Fixed Annuities, Investment Advisory, Portfolio Management
Education
University of Mount Union 2004 — 2007
Business Administration, Finance
Strongsville High School 2000 — 2004
Edward Morrison CFA's American Portfolios Experience January 2015 - Present
Job EVP and Chief Strategy Officer
Industry Investment Management
Experience
American Portfolios January 2015 - Present
American Portfolios January 2015 - Present
Skills
Product Management, Business Development, Strategic Planning, P&L Management, Strategy, Cross-functional Team..., Management, Sales, Investments, Business Intelligence, Start-ups, Product Marketing, Leadership, Executive Management, Outsourcing, Enterprise Software, Strategic Partnerships, Process Improvement, Financial Services, Product Development, Analysis, Business Strategy, Sales Management, Marketing Strategy, Selling, Consulting, Finance, CRM, Relationship Management, Investment Advisory, Sales Operations, Financial Advisory, Mutual Funds, Business Process...
Education
Indiana University - Kelley School of Business 1993 — 1995
Master of Business Administration (M.B.A.)
North Carolina State University 1982 — 1986
B.S.
American Portfolios January 2015 - Present
American Portfolios January 2015 - Present
Skills
Product Management, Business Development, Strategic Planning, P&L Management, Strategy, Cross-functional Team..., Management, Sales, Investments, Business Intelligence, Start-ups, Product Marketing, Leadership, Executive Management, Outsourcing, Enterprise Software, Strategic Partnerships, Process Improvement, Financial Services, Product Development, Analysis, Business Strategy, Sales Management, Marketing Strategy, Selling, Consulting, Finance, CRM, Relationship Management, Investment Advisory, Sales Operations, Financial Advisory, Mutual Funds, Business Process...
Education
Indiana University - Kelley School of Business 1993 — 1995
Master of Business Administration (M.B.A.)
North Carolina State University 1982 — 1986
B.S.
Arkadiy Avigdorovich's American Portfolios Experience June 2003 - August 2003
Job Associate Director, Global Internal Audit at UBS Investment Bank
Industry Banking
Experience
UBS Investment Bank July 2014 - Present
UBS Investment Bank March 2010 - July 2014
Credit Suisse June 2007 - March 2010
Credit Suisse October 2008 - March 2009
Deutsche Bank November 2004 - June 2007
JPMorgan Chase January 2004 - November 2004
American Portfolios June 2003 - August 2003
American Express Financial Advisors November 2002 - May 2003
Skills
Risk Management, Trading
Education
University at Buffalo 1997 — 2002
Finance
UBS Investment Bank July 2014 - Present
UBS Investment Bank March 2010 - July 2014
Credit Suisse June 2007 - March 2010
Credit Suisse October 2008 - March 2009
Deutsche Bank November 2004 - June 2007
JPMorgan Chase January 2004 - November 2004
American Portfolios June 2003 - August 2003
American Express Financial Advisors November 2002 - May 2003
Skills
Risk Management, Trading
Education
University at Buffalo 1997 — 2002
Finance
Sebastian Burtone's American Portfolios Experience May 2015 - Present
Job Director of New Business Development, American Portfolios Financial Services, Inc.
Industry Financial Services
Experience
American Portfolios May 2015 - Present
Continuity Partners Group April 2014 - May 2015
Charles Schwab November 2010 - July 2013
Pershing Advisor Solutions, LLC October 2005 - November 2010
Fiserv Securities 2002 - 2005
Investec Ernst 2000 - 2002
Jefferies & Company 2000 - 2001
Bear Stearns 1995 - 2000
Merrill Lynch 1988 - 1995
Skills
Series 63, Series 7, Equities, Securities, Wealth Management, Investment Management..., Global Investment..., Relationship Management, New Business Development, Business Development..., Financial Services, Fixed Income, Derivatives, Investment Advisory, Hedge Funds, Mutual Funds, Prime Brokerage, Portfolio Management, Asset Allocation, Series 24, FINRA, Alternative Investments, Investments, Financial Advisory, Asset Management, Trading, Options, Investment Management, Investment Strategies
Education
City University of New York-Brooklyn College
American Portfolios May 2015 - Present
Continuity Partners Group April 2014 - May 2015
Charles Schwab November 2010 - July 2013
Pershing Advisor Solutions, LLC October 2005 - November 2010
Fiserv Securities 2002 - 2005
Investec Ernst 2000 - 2002
Jefferies & Company 2000 - 2001
Bear Stearns 1995 - 2000
Merrill Lynch 1988 - 1995
Skills
Series 63, Series 7, Equities, Securities, Wealth Management, Investment Management..., Global Investment..., Relationship Management, New Business Development, Business Development..., Financial Services, Fixed Income, Derivatives, Investment Advisory, Hedge Funds, Mutual Funds, Prime Brokerage, Portfolio Management, Asset Allocation, Series 24, FINRA, Alternative Investments, Investments, Financial Advisory, Asset Management, Trading, Options, Investment Management, Investment Strategies
Education
City University of New York-Brooklyn College
Andrew Corrigan's American Portfolios Experience October 2003 - Present
Job Independent Financial Services Professional
Industry Financial Services
Experience
American Portfolios October 2003 - Present
Nathan & Lewis Securities March 1997 - September 2003
Education
State University of New York College at Geneseo 1984 — 1988
American Portfolios October 2003 - Present
Nathan & Lewis Securities March 1997 - September 2003
Education
State University of New York College at Geneseo 1984 — 1988
Astrid Kouw's American Portfolios Experience December 2010 - August 2012
Job Securities Trader at Wood Asset Management
Industry Financial Services
Experience
National Investment Services, Inc. August 2012 - Present
American Portfolios December 2010 - August 2012
Wells Fargo Investments April 2008 - February 2011
VALIC Financial Advisors, Inc August 2005 - August 2007
Wachovia Securities, LLC June 1999 - August 2005
Capital Management January 1997 - April 1999
Euro-American Trading Partners, Ltd November 1994 - April 1999
Skills
Equities, Portfolio Management, Investments, Mutual Funds, Finance, Trading, Securities, Fixed Income, Bonds, Series 7, Options, Financial Planning
Education
University of Washington 2008 — 2010
Bachelors, Business Administration - Finance
The University of Texas at San Antonio 1982 — 1986
College for Financial Planning
Florida State Health
National Investment Services, Inc. August 2012 - Present
American Portfolios December 2010 - August 2012
Wells Fargo Investments April 2008 - February 2011
VALIC Financial Advisors, Inc August 2005 - August 2007
Wachovia Securities, LLC June 1999 - August 2005
Capital Management January 1997 - April 1999
Euro-American Trading Partners, Ltd November 1994 - April 1999
Skills
Equities, Portfolio Management, Investments, Mutual Funds, Finance, Trading, Securities, Fixed Income, Bonds, Series 7, Options, Financial Planning
Education
University of Washington 2008 — 2010
Bachelors, Business Administration - Finance
The University of Texas at San Antonio 1982 — 1986
College for Financial Planning
Florida State Health
Kevin Binder's American Portfolios Experience November 2013 - March 2015
Job Vice President of Sales and Marketing
Industry Financial Services
Experience
Hilton Capital Management LLC July 2015 - Present
American Portfolios November 2013 - March 2015
Centrality Partners LLC November 2010 - March 2012
AXA-Equitable 2003 - November 2010
Thomson Financial 2000 - 2002
Alliance Bernstein 1997 - 2000
Skills
Sales, Asset Management, Business Analysis, Financial Services, Life Insurance, Insurance, Mutual Funds, Relationship Management, Equities, Strategy, Portfolio Management, CRM, Investments, Vendor Management, Wealth Management, Risk Management, Series 7
Education
State University of New York at New Paltz
Hilton Capital Management LLC July 2015 - Present
American Portfolios November 2013 - March 2015
Centrality Partners LLC November 2010 - March 2012
AXA-Equitable 2003 - November 2010
Thomson Financial 2000 - 2002
Alliance Bernstein 1997 - 2000
Skills
Sales, Asset Management, Business Analysis, Financial Services, Life Insurance, Insurance, Mutual Funds, Relationship Management, Equities, Strategy, Portfolio Management, CRM, Investments, Vendor Management, Wealth Management, Risk Management, Series 7
Education
State University of New York at New Paltz
Bj McNicholas's American Portfolios Experience February 2002 - May 2009
Job Owner Financial Advisor at McNicholas Capital Corp.
Industry Financial Services
Experience
Saxony Securities Inc. June 2009 - Present
McNicholas Capital Corp. June 1998 - Present
McNicholas Capital Corp. 1998 - Present
American Portfolios February 2002 - May 2009
Skills
Financial Planning, Retirement Planning, Retirement, Wealth Management, Investment Advisory, Investments, 401k, Asset Management, Mutual Funds, Securities, Insurance, Portfolio Management, Equities, Asset Allocation, Series 7, IRA's, Wealth, Wealth Accumulation, Investment Strategies, Financial Advisory, Retirement Income..., Annuities, 401k Rollovers, Fixed Annuities, Long-term Care, FINRA, Series 63, IRAs
Education
Ithaca College 1983 — 1987
BachScience, Finance Major Mathematics Minor
Saxony Securities Inc. June 2009 - Present
McNicholas Capital Corp. June 1998 - Present
McNicholas Capital Corp. 1998 - Present
American Portfolios February 2002 - May 2009
Skills
Financial Planning, Retirement Planning, Retirement, Wealth Management, Investment Advisory, Investments, 401k, Asset Management, Mutual Funds, Securities, Insurance, Portfolio Management, Equities, Asset Allocation, Series 7, IRA's, Wealth, Wealth Accumulation, Investment Strategies, Financial Advisory, Retirement Income..., Annuities, 401k Rollovers, Fixed Annuities, Long-term Care, FINRA, Series 63, IRAs
Education
Ithaca College 1983 — 1987
BachScience, Finance Major Mathematics Minor
Ken Hauck's American Portfolios Experience November 2002 - Present
Job Managing Director at American Portfolios
Industry Financial Services
Experience
American Portfolios November 2002 - Present
Skills
Wealth Management, Investments
Education
Valley Forge Military Academy & College 1976 — 1982
High School
Rutgers, The State University of New Jersey-Newark
American Portfolios November 2002 - Present
Skills
Wealth Management, Investments
Education
Valley Forge Military Academy & College 1976 — 1982
High School
Rutgers, The State University of New Jersey-Newark
allan wasserman's American Portfolios Experience 2009 - Present
Job Principal at American Portfolios
Industry Financial Services
Experience
American Portfolios 2009 - Present
Skills
Retirement Planning
Education
Boston University
American Portfolios 2009 - Present
Skills
Retirement Planning
Education
Boston University
Ed Levine's American Portfolios Experience January 2008 - Present
Job Registered Investment Advisor Representative / Income Tax Consultant
Industry Financial Services
Experience
American Portfolios January 2008 - Present
Pinnacle Taxx Advisors January 2003 - Present
Skills
General Securities..., FINRA, Investments, Estate Planning, Mutual Funds, Financial Planners, Wealth, Tax, Securities, Series 7, Series 24, Wealth Management, Portfolio Management, Bonds, Financial Services
Education
State University of New York College at Oneonta 1977 — 1981
Economics
American Portfolios January 2008 - Present
Pinnacle Taxx Advisors January 2003 - Present
Skills
General Securities..., FINRA, Investments, Estate Planning, Mutual Funds, Financial Planners, Wealth, Tax, Securities, Series 7, Series 24, Wealth Management, Portfolio Management, Bonds, Financial Services
Education
State University of New York College at Oneonta 1977 — 1981
Economics
Gerri-Ann Seidman's American Portfolios Experience January 2015 - Present
Job Corporate Communications Coordinator at American Portfolios
Industry Financial Services
Experience
American Portfolios January 2015 - Present
Greater Nassau Chorus May 2010 - Present
American Portfolios January 2014 - December 2014
American Portfolios September 2012 - January 2014
Orkal Industries LLC November 2009 - September 2012
Huntington Beach Community Association May 1987 - May 1994
Sanford C. Bernstein June 1982 - December 1986
Skills
Project Management, Budgets, Change Management, Event Planning, Microsoft Office, Team Building, Microsoft Excel, PowerPoint, Management, Marketing, Sales, Salesforce.com, Program Management, Social Media, Project Planning, Public Relations, Leadership
Education
State University of New York at Binghamton 1978 — 1980
Bachelor of Arts, Economics
State University of New York College at Oneonta 1976 — 1978
Bachelor of Arts, Economics
American Portfolios January 2015 - Present
Greater Nassau Chorus May 2010 - Present
American Portfolios January 2014 - December 2014
American Portfolios September 2012 - January 2014
Orkal Industries LLC November 2009 - September 2012
Huntington Beach Community Association May 1987 - May 1994
Sanford C. Bernstein June 1982 - December 1986
Skills
Project Management, Budgets, Change Management, Event Planning, Microsoft Office, Team Building, Microsoft Excel, PowerPoint, Management, Marketing, Sales, Salesforce.com, Program Management, Social Media, Project Planning, Public Relations, Leadership
Education
State University of New York at Binghamton 1978 — 1980
Bachelor of Arts, Economics
State University of New York College at Oneonta 1976 — 1978
Bachelor of Arts, Economics
Joseph Borriello's American Portfolios Experience August 2005 - January 2010
Job Expert at educating and delivering Financial Advisors through growth and business challenges.
Industry Financial Services
Experience
TD Ameritrade Institutional October 2012 - Present
TD Ameritrade Institutional May 2011 - October 2012
Genworth Financial Advisors Corp. February 2010 - January 2011
American Portfolios August 2005 - January 2010
Landor Captial 2005 - 2005
Skills
Business Development, Marketing, Mutual Funds, Series 7, Wealth Management, Securities, Series 24, Retirement, Retirement Planning, Asset Managment, Series 63, Investment Advisory
Education
State University of New York at Old Westbury 1990 — 1993
BS, Finance
Nassau Community College 1987 — 1990
AS, Business Administration
TD Ameritrade Institutional October 2012 - Present
TD Ameritrade Institutional May 2011 - October 2012
Genworth Financial Advisors Corp. February 2010 - January 2011
American Portfolios August 2005 - January 2010
Landor Captial 2005 - 2005
Skills
Business Development, Marketing, Mutual Funds, Series 7, Wealth Management, Securities, Series 24, Retirement, Retirement Planning, Asset Managment, Series 63, Investment Advisory
Education
State University of New York at Old Westbury 1990 — 1993
BS, Finance
Nassau Community College 1987 — 1990
AS, Business Administration
Janell M. Dannenfelser's American Portfolios Experience December 2004 - December 2006
Job Client Service & Marketing Graphics Specialist at Western Asset Management Co.
Industry Investment Management
Experience
Western Asset Management January 2007 - Present
American Portfolios December 2004 - December 2006
Skills
Alternative Investments, Fixed Income, Portfolio Management, Bloomberg, Equities, Asset Allocation, Asset Management, Financial Services, Investments, Bonds, Series 7, Finance, Marketing, Hedge Funds, Mutual Funds, Capital Markets, Financial Markets, Investment Management, Options, Investment Strategies, Series 24, Trading, Valuation, Wealth Management
Education
Dowling College 2002 — 2005
MBA, Business Management
Baruch College, City University of New York (CUNY)
Business Administration and Marketing
Western Asset Management January 2007 - Present
American Portfolios December 2004 - December 2006
Skills
Alternative Investments, Fixed Income, Portfolio Management, Bloomberg, Equities, Asset Allocation, Asset Management, Financial Services, Investments, Bonds, Series 7, Finance, Marketing, Hedge Funds, Mutual Funds, Capital Markets, Financial Markets, Investment Management, Options, Investment Strategies, Series 24, Trading, Valuation, Wealth Management
Education
Dowling College 2002 — 2005
MBA, Business Management
Baruch College, City University of New York (CUNY)
Business Administration and Marketing
Walt Stumpf's American Portfolios Experience June 2013 - Present
Job Sr. Project Manager at American Portfolios
Industry Computer Software
Experience
American Portfolios June 2013 - Present
Church Pension Group July 2012 - December 2012
Credit Suisse July 2011 - July 2012
Church Pension Group March 2011 - July 2011
RimaOne GmbH August 2008 - October 2010
Merrill Lynch July 1990 - June 2008
Skills
Sarbanes-Oxley Act, Business Continuity..., COBIT, Operational Risk..., COSO, FINRA, Business Process..., Financial Services, Governance, Risk Management, IT Strategy, Enterprise Architecture, ITIL, IT Management, Business Process..., Disaster Recovery, IT Service Management, Program Management, Business Analysis, SDLC, Enterprise Software, Integration, Vendor Management, CRM, Oracle, Strategy, Management, SOA, Project Management, Project Portfolio..., Business Intelligence, Software Project..., PMO, Leadership, Consulting, Data Warehousing, Solution Architecture, PMP, Requirements Analysis, Outsourcing, Cloud Computing, Agile Project Management, Software Development, Agile Methodologies, Data Center, XML, Business Process
Education
Hofstra University 1984 — 1986
MBA, Business Systems, Management Science
Rochester Institute of Technology 1973 — 1977
BSIE, Engineering
American Portfolios June 2013 - Present
Church Pension Group July 2012 - December 2012
Credit Suisse July 2011 - July 2012
Church Pension Group March 2011 - July 2011
RimaOne GmbH August 2008 - October 2010
Merrill Lynch July 1990 - June 2008
Skills
Sarbanes-Oxley Act, Business Continuity..., COBIT, Operational Risk..., COSO, FINRA, Business Process..., Financial Services, Governance, Risk Management, IT Strategy, Enterprise Architecture, ITIL, IT Management, Business Process..., Disaster Recovery, IT Service Management, Program Management, Business Analysis, SDLC, Enterprise Software, Integration, Vendor Management, CRM, Oracle, Strategy, Management, SOA, Project Management, Project Portfolio..., Business Intelligence, Software Project..., PMO, Leadership, Consulting, Data Warehousing, Solution Architecture, PMP, Requirements Analysis, Outsourcing, Cloud Computing, Agile Project Management, Software Development, Agile Methodologies, Data Center, XML, Business Process
Education
Hofstra University 1984 — 1986
MBA, Business Systems, Management Science
Rochester Institute of Technology 1973 — 1977
BSIE, Engineering
Gideon Valentin's American Portfolios Experience March 2015 - April 2015
Job Registered Assistant at American Portfolios
Industry Financial Services
Experience
American Portfolios March 2015 - April 2015
Lightspeed Trading January 2014 - February 2015
Mastertrader.com January 2013 - January 2014
Mastertrader.com April 2008 - February 2013
Mastertrader.com November 2006 - April 2008
Primerica December 2005 - November 2006
Hold Brothers On-line Investment Services, LLC August 2005 - December 2005
Skills
Mutual Funds, Equities, Analysis, Marketing Strategy, Securities, Options, Trading, Series 63, Series 7, FINRA, Equity Trading, AML, Electronic Trading, Investments, Finance, Financial Services, Trading Systems
Education
State University of New York at Albany 2001 — 2005
Bachelor of Science, Finance, Management, Economics, Spanish, 3.24
Kansai Gaidai University 2004 — 2004
Economics, Japanese Language and culture
American Portfolios March 2015 - April 2015
Lightspeed Trading January 2014 - February 2015
Mastertrader.com January 2013 - January 2014
Mastertrader.com April 2008 - February 2013
Mastertrader.com November 2006 - April 2008
Primerica December 2005 - November 2006
Hold Brothers On-line Investment Services, LLC August 2005 - December 2005
Skills
Mutual Funds, Equities, Analysis, Marketing Strategy, Securities, Options, Trading, Series 63, Series 7, FINRA, Equity Trading, AML, Electronic Trading, Investments, Finance, Financial Services, Trading Systems
Education
State University of New York at Albany 2001 — 2005
Bachelor of Science, Finance, Management, Economics, Spanish, 3.24
Kansai Gaidai University 2004 — 2004
Economics, Japanese Language and culture
Robert J. Fowler, CFP, ChFC's American Portfolios Experience January 1999 - Present
Job Owner, American Portfolios
Industry Financial Services
Experience
American Portfolios January 1999 - Present
Northwestern Mutual January 1984 - December 1998
Skills
Develop Fee Based..., Life Insurance in..., Retirement and..., Investments, Retirement, Portfolio Management, Risk Management, Retirement Planning, Finance, Fixed Annuities, Insurance, Wealth Management, Financial Planning, Mutual Funds, Investment Advisory, Investment Strategies, Public Speaking, Series 63, Asset Allocation, Financial Services
Education
New York University, Stern School of Business 1971 — 1975
B.S., Business Admin & marketing
Manhattan College, MS 1975 — 1977
Masters of Science, Education
College for Financial Planning 1986 — 1988
Certified Financial (CFP), Retirement, Estate and Insurance Planning
The American College
ChFC, Chartered Financial Consultant, Passed nine exams
American Portfolios January 1999 - Present
Northwestern Mutual January 1984 - December 1998
Skills
Develop Fee Based..., Life Insurance in..., Retirement and..., Investments, Retirement, Portfolio Management, Risk Management, Retirement Planning, Finance, Fixed Annuities, Insurance, Wealth Management, Financial Planning, Mutual Funds, Investment Advisory, Investment Strategies, Public Speaking, Series 63, Asset Allocation, Financial Services
Education
New York University, Stern School of Business 1971 — 1975
B.S., Business Admin & marketing
Manhattan College, MS 1975 — 1977
Masters of Science, Education
College for Financial Planning 1986 — 1988
Certified Financial (CFP), Retirement, Estate and Insurance Planning
The American College
ChFC, Chartered Financial Consultant, Passed nine exams
Brian Lesser's American Portfolios Experience March 2013 - Present
Job Investment Representative at American Portfolios
Industry Financial Services
Experience
American Portfolios March 2013 - Present
vFinance Investments, Inc. May 2004 - December 2012
First Colonial Securities Group April 1997 - May 2004
Meyers Pollock Robbins, Inc. July 1995 - April 1997
Penn Capital Financial Services, Inc. March 1994 - September 1995
Hibbard Brown & Company, Inc. October 1990 - March 1994
Skills
Series 7, Series 63, Series 24, Series 4, Individual Life, Variable Annuities, Fixed Annuities, IRAs, ETFs, Mutual Funds, MLP, REIT, 529 Plans, Coverdell, AML, FINRA
Education
Penn State University 1986 — 1990
Bachelor of Science (BS), Economics
American Portfolios March 2013 - Present
vFinance Investments, Inc. May 2004 - December 2012
First Colonial Securities Group April 1997 - May 2004
Meyers Pollock Robbins, Inc. July 1995 - April 1997
Penn Capital Financial Services, Inc. March 1994 - September 1995
Hibbard Brown & Company, Inc. October 1990 - March 1994
Skills
Series 7, Series 63, Series 24, Series 4, Individual Life, Variable Annuities, Fixed Annuities, IRAs, ETFs, Mutual Funds, MLP, REIT, 529 Plans, Coverdell, AML, FINRA
Education
Penn State University 1986 — 1990
Bachelor of Science (BS), Economics
Dell Bernier's American Portfolios Experience April 2009 - March 2013
Job Consultant Pharmacist at Ohio Pharmacy Counseling Services
Industry Hospital & Health Care
Experience
Ohio Pharmacy Counseling Services September 2014 - Present
Mohawk Associates January 2010 - Present
Leaders For Today June 2013 - June 2014
American Portfolios April 2009 - March 2013
MRI-The Boston Group January 2011 - August 2012
Sisters of Providence Health System September 2005 - February 2010
Big Y Pharmacies January 2004 - September 2005
Louis & Clark Pharmacies & Medical Equipment January 2000 - January 2004
Baker Pharmacy January 1998 - January 2004
Rite Aid Pharmacies - Maine/Mass January 1994 - January 1998
Skills
340B Specialist, Independent Financial..., PHarmacist, Pharmacy Management, Certified Personnel..., Executive Search, Pharmacists, Leadership, Pharmaceutical Industry, Medicare Part D, Pharmacy, Informatics, Healthcare, Community Pharmacy, Sales Operations, Program Management, Healthcare Information..., Managed Care, Sales, Hospitals, Pharmacy Benefit..., Pharmacy Automation, Diabetes, Patient Safety, Healthcare Management, Disease Management, EMR, Oncology, HIPAA, Medication Therapy..., Quality Improvement, Medicaid, EHR, Clinical Trials, Cardiology, Ambulatory Care, Medicare, Clinical Research, Pharmaceutical Sales, Pharmaceutics, Clinical Pharmacology, Management, Strategic Planning, Healthcare Industry, Healthcare Consulting, Clinical Pharmacy, Team Building
Education
Massachusetts College of Pharmacy 1973 — 1978
BS, Pharmacy
Massachusetts College of Pharmacy and Health Sciences 1973 — 1978
Bachelor of Science (BSc), Pharmacy
Ohio Pharmacy Counseling Services September 2014 - Present
Mohawk Associates January 2010 - Present
Leaders For Today June 2013 - June 2014
American Portfolios April 2009 - March 2013
MRI-The Boston Group January 2011 - August 2012
Sisters of Providence Health System September 2005 - February 2010
Big Y Pharmacies January 2004 - September 2005
Louis & Clark Pharmacies & Medical Equipment January 2000 - January 2004
Baker Pharmacy January 1998 - January 2004
Rite Aid Pharmacies - Maine/Mass January 1994 - January 1998
Skills
340B Specialist, Independent Financial..., PHarmacist, Pharmacy Management, Certified Personnel..., Executive Search, Pharmacists, Leadership, Pharmaceutical Industry, Medicare Part D, Pharmacy, Informatics, Healthcare, Community Pharmacy, Sales Operations, Program Management, Healthcare Information..., Managed Care, Sales, Hospitals, Pharmacy Benefit..., Pharmacy Automation, Diabetes, Patient Safety, Healthcare Management, Disease Management, EMR, Oncology, HIPAA, Medication Therapy..., Quality Improvement, Medicaid, EHR, Clinical Trials, Cardiology, Ambulatory Care, Medicare, Clinical Research, Pharmaceutical Sales, Pharmaceutics, Clinical Pharmacology, Management, Strategic Planning, Healthcare Industry, Healthcare Consulting, Clinical Pharmacy, Team Building
Education
Massachusetts College of Pharmacy 1973 — 1978
BS, Pharmacy
Massachusetts College of Pharmacy and Health Sciences 1973 — 1978
Bachelor of Science (BSc), Pharmacy
Steven Frederick McNeilly, ChFC, C(k)P, AIF's American Portfolios Experience September 2008 - Present
Job Financial Consultant & Certified 401(k) Professional at American Portfolios
Industry Financial Services
Experience
American Portfolios September 2008 - Present
Paychex August 2007 - August 2008
Skills
Mutual Funds, Employee Benefits, 401k, Series 7, Retirement Planning, Estate Planning, Series 63, Insurance, Sales, Leadership, Asset Allocation, Strategic Planning, Fixed Annuities, Public Speaking, Investment Strategies, Coaching, Leadership Development, Strategic Thinking, Investments, Financial Analysis, Sports Coaching, Coaching Staff, Team Leadership, Sports Performance..., Rowing, Finance, Alternative Investments, Disability Insurance, Risk Management, Strategic Financial..., Wealth Management
Education
Rutgers University-New Brunswick 2002 — 2007
BA, Economics & Classics
St. Benedict's Preparatory School 1998 — 2002
High School, High School/Secondary Diplomas and Certificates
American Portfolios September 2008 - Present
Paychex August 2007 - August 2008
Skills
Mutual Funds, Employee Benefits, 401k, Series 7, Retirement Planning, Estate Planning, Series 63, Insurance, Sales, Leadership, Asset Allocation, Strategic Planning, Fixed Annuities, Public Speaking, Investment Strategies, Coaching, Leadership Development, Strategic Thinking, Investments, Financial Analysis, Sports Coaching, Coaching Staff, Team Leadership, Sports Performance..., Rowing, Finance, Alternative Investments, Disability Insurance, Risk Management, Strategic Financial..., Wealth Management
Education
Rutgers University-New Brunswick 2002 — 2007
BA, Economics & Classics
St. Benedict's Preparatory School 1998 — 2002
High School, High School/Secondary Diplomas and Certificates
Bryan Eriksen's American Portfolios Experience May 2010 - Present
Job at Equiscript, LLC
Industry Accounting
Experience
Equiscript, LLC August 2014 - Present
American Portfolios May 2010 - Present
Terressentia Corporation August 2013 - July 2014
Accretive Solutions May 2008 - January 2009
Skills
Accounting, Excel, Great Plains, General Ledger, Accounts Payable, Word, Quickbooks, Reconciliation, Accounts Receivable, Account Reconciliation, Microsoft Office, Accruals, Bookkeeping, Tax Preparation, Financial Statements, Finance, Bank Reconciliation, US GAAP, Sales Tax, Invoicing, Journal Entries, SEC filings, Year-end Close, Monthly Close, Financial Audits, Expenses, Cash, Spreadsheets, Sales, Use Tax, QuickBooks, Microsoft Excel
Education
University of Rhode Island 2004 — 2008
Bachelors, Accounting
University of Rhode Island - College of Business Administration 2004 — 2008
Bachelor's degree, Accounting
Equiscript, LLC August 2014 - Present
American Portfolios May 2010 - Present
Terressentia Corporation August 2013 - July 2014
Accretive Solutions May 2008 - January 2009
Skills
Accounting, Excel, Great Plains, General Ledger, Accounts Payable, Word, Quickbooks, Reconciliation, Accounts Receivable, Account Reconciliation, Microsoft Office, Accruals, Bookkeeping, Tax Preparation, Financial Statements, Finance, Bank Reconciliation, US GAAP, Sales Tax, Invoicing, Journal Entries, SEC filings, Year-end Close, Monthly Close, Financial Audits, Expenses, Cash, Spreadsheets, Sales, Use Tax, QuickBooks, Microsoft Excel
Education
University of Rhode Island 2004 — 2008
Bachelors, Accounting
University of Rhode Island - College of Business Administration 2004 — 2008
Bachelor's degree, Accounting
Danielle Calcara's American Portfolios Experience July 2015 - Present
Job HR Generalist at American Portfolios
Industry Financial Services
Experience
American Portfolios July 2015 - Present
American Portfolios January 2014 - July 2015
American Portfolios October 2009 - December 2013
Skills
Financial Services, Leadership, Salesforce.com, 401k, Finance, Management, Internet Recruiting, Recruiting, Investments, Retirement
Education
Stony Brook University 2014 — 2016
Masters of science human resources management, Human Resources Management/Personnel Administration, General
SUNY Polytechnic Institute 2007 — 2009
B.S., Business Administration
Suffolk County Community College 2005 — 2007
Associates, Liberal Arts
American Portfolios July 2015 - Present
American Portfolios January 2014 - July 2015
American Portfolios October 2009 - December 2013
Skills
Financial Services, Leadership, Salesforce.com, 401k, Finance, Management, Internet Recruiting, Recruiting, Investments, Retirement
Education
Stony Brook University 2014 — 2016
Masters of science human resources management, Human Resources Management/Personnel Administration, General
SUNY Polytechnic Institute 2007 — 2009
B.S., Business Administration
Suffolk County Community College 2005 — 2007
Associates, Liberal Arts
Dell Bernier's American Portfolios Experience July 2007 - Present
Job Registered Representative at American Portfolios
Industry Financial Services
Experience
American Portfolios July 2007 - Present
Mohawk Associates (340B Consulting) 2010 - 2012
Sisters of Providence Health System - Springfield, MA September 2005 - February 2010
Education
Massachusetts College of Pharmacy and Health Sciences
Bachelor of Science (BSc), Pharmacy
American Portfolios July 2007 - Present
Mohawk Associates (340B Consulting) 2010 - 2012
Sisters of Providence Health System - Springfield, MA September 2005 - February 2010
Education
Massachusetts College of Pharmacy and Health Sciences
Bachelor of Science (BSc), Pharmacy
Gerard Trapp Sr.'s American Portfolios Experience June 2009 - Present
Job Investment Advisor Representative at American Portfolios
Industry Financial Services
Experience
American Portfolios June 2009 - Present
UBS Princeton, NJ 2006 - 2009
Skills
Securities, Investments, FINRA, Portfolio Management, Investment Advisory, Series 7, Financial Advisory, Risk Management, Wealth Management, Retirement Planning, Asset Allocation, Retirement, Financial Services, Estate Planning, Insurance
Education
St. Francis College 1974 — 1978
American Portfolios June 2009 - Present
UBS Princeton, NJ 2006 - 2009
Skills
Securities, Investments, FINRA, Portfolio Management, Investment Advisory, Series 7, Financial Advisory, Risk Management, Wealth Management, Retirement Planning, Asset Allocation, Retirement, Financial Services, Estate Planning, Insurance
Education
St. Francis College 1974 — 1978
Brittany K Carter's American Portfolios Experience January 2008 - May 2011
Job Operations Manager
Industry Financial Services
Experience
PPS Advisors Inc May 2011 - Present
American Portfolios January 2008 - May 2011
Skills
Social Media, Organizational..., Project Management, Customer Service, Public Speaking, Team Building, Management, Entrepreneurship, Microsoft Excel, Strategy, Microsoft Office, Social Media Marketing, Leadership, Fundraising, Facebook, Business Planning, Social Networking, Business Strategy, Strategic Planning, Event Planning, Marketing, Financial Services, Budgets
Education
Suffolk County Community College 2006 — 2008
Associate of Arts and Sciences (A.A.S.), Psychology
WHB 2002 — 2005
Advanced Regents Diploma
SUNY Stony Brook
Bachelor's degree, History
PPS Advisors Inc May 2011 - Present
American Portfolios January 2008 - May 2011
Skills
Social Media, Organizational..., Project Management, Customer Service, Public Speaking, Team Building, Management, Entrepreneurship, Microsoft Excel, Strategy, Microsoft Office, Social Media Marketing, Leadership, Fundraising, Facebook, Business Planning, Social Networking, Business Strategy, Strategic Planning, Event Planning, Marketing, Financial Services, Budgets
Education
Suffolk County Community College 2006 — 2008
Associate of Arts and Sciences (A.A.S.), Psychology
WHB 2002 — 2005
Advanced Regents Diploma
SUNY Stony Brook
Bachelor's degree, History
William Araneo's American Portfolios Experience Vice President - Bridge Investment ServicesBridgehampton National BankSeptember 2008 - Present
Job Vice President Investment Services at Bridgehampton National Bank
Industry Financial Services
Experience
American Portfolios Vice President - Bridge Investment ServicesBridgehampton National BankSeptember 2008 - Present
SCNB 1991 - 2008
Skills
Investments, Banking, Mutual Funds, Financial Analysis, Risk Management, Securities, Wealth Management, Credit Analysis, Retirement Planning, Fixed Annuities, Commercial Lending, Loans, Financial Services, Credit, Credit Risk
Education
Adelphi University 1984 — 1986
Certified Financial Planner, Personal Finance
Wagner College 1980 — 1981
BS & MBA, Financial Resource Management
American Portfolios Vice President - Bridge Investment ServicesBridgehampton National BankSeptember 2008 - Present
SCNB 1991 - 2008
Skills
Investments, Banking, Mutual Funds, Financial Analysis, Risk Management, Securities, Wealth Management, Credit Analysis, Retirement Planning, Fixed Annuities, Commercial Lending, Loans, Financial Services, Credit, Credit Risk
Education
Adelphi University 1984 — 1986
Certified Financial Planner, Personal Finance
Wagner College 1980 — 1981
BS & MBA, Financial Resource Management
Daniel Mazzola's American Portfolios Experience January 1958 - Present
Job president at American Portfolios
Industry Financial Services
Experience
American Portfolios January 1958 - Present
Guardian Life 1970 - 1973
Skills
Retirement Planning, Retirement, Investment Advisory, Wealth Management, 401k, Series 7, Estate Planning, Mutual Funds, Fixed Annuities, IRAs, Asset Allocation, Series 63, Securities, Wealth, Financial Planners, Investment Strategies, Financial Planning
Education
City University of New York-Brooklyn College 1954 — 1958
Bachelor of Science (B.S.), Economics
American Portfolios January 1958 - Present
Guardian Life 1970 - 1973
Skills
Retirement Planning, Retirement, Investment Advisory, Wealth Management, 401k, Series 7, Estate Planning, Mutual Funds, Fixed Annuities, IRAs, Asset Allocation, Series 63, Securities, Wealth, Financial Planners, Investment Strategies, Financial Planning
Education
City University of New York-Brooklyn College 1954 — 1958
Bachelor of Science (B.S.), Economics
Dave Molter's American Portfolios Experience March 2011 - June 2012
Job Assistant Vice President at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management June 2012 - Present
American Portfolios March 2011 - June 2012
American Portfolios 2007 - 2010
Skills
Mutual Funds, 401k, Wealth Management, Investment Advisory, Series 7, Securities, Series 63
Education
State University of New York College at Geneseo
BS, Business Administration
Morgan Stanley Wealth Management June 2012 - Present
American Portfolios March 2011 - June 2012
American Portfolios 2007 - 2010
Skills
Mutual Funds, 401k, Wealth Management, Investment Advisory, Series 7, Securities, Series 63
Education
State University of New York College at Geneseo
BS, Business Administration
Shauna Faulkner's American Portfolios Experience December 2009 - Present
Job Senior Corporate Communications Specialist at American Portfolios
Industry Financial Services
Experience
American Portfolios December 2009 - Present
The Examiner June 2007 - June 2009
Skills
Writing, Press Releases, Newsletters, Blogging, Magazines, Digital Media, Editing, Copy Editing, Administration, Project Implementation, Interviews, New Media, Creative Direction, Social Networking
Education
American Public University 2014 — 2016
Master of Business Administration (MBA), Marketing
Trident University International 2013 — 2013
Master of Business Administration (MBA), Project Management
University of North Florida 2003 — 2007
Bachelor's of Science, Communications, Journalism, European History
American Portfolios December 2009 - Present
The Examiner June 2007 - June 2009
Skills
Writing, Press Releases, Newsletters, Blogging, Magazines, Digital Media, Editing, Copy Editing, Administration, Project Implementation, Interviews, New Media, Creative Direction, Social Networking
Education
American Public University 2014 — 2016
Master of Business Administration (MBA), Marketing
Trident University International 2013 — 2013
Master of Business Administration (MBA), Project Management
University of North Florida 2003 — 2007
Bachelor's of Science, Communications, Journalism, European History
John Sciacca's American Portfolios Experience June 2005 - March 2007
Job 401k Consulting
Industry Financial Services
Experience
Dorsa Consulting January 2009 - April 2011
Global System Solutions--Consulting Services March 2007 - February 2009
American Portfolios June 2005 - March 2007
Gabriel, Roeder, Smith & Co. March 2004 - June 2005
Citistreet Retirement Services February 1999 - March 2004
Prudential Investments Retirement Services October 1997 - February 1999
Merrill Lynch July 1996 - October 1997
Skills
Retirement Planning, CRM, Retirement, 401k, Business Development, Relationship Management, Employee Benefits, Financial Services, Sales, Pensions, Defined Benefit, Mutual Funds, Series 63, Defined Contribution, Investments, Series 6, Consulting
Education
Florida State University 1993 — 1995
BS, Criminal Justice/Criminology
Dorsa Consulting January 2009 - April 2011
Global System Solutions--Consulting Services March 2007 - February 2009
American Portfolios June 2005 - March 2007
Gabriel, Roeder, Smith & Co. March 2004 - June 2005
Citistreet Retirement Services February 1999 - March 2004
Prudential Investments Retirement Services October 1997 - February 1999
Merrill Lynch July 1996 - October 1997
Skills
Retirement Planning, CRM, Retirement, 401k, Business Development, Relationship Management, Employee Benefits, Financial Services, Sales, Pensions, Defined Benefit, Mutual Funds, Series 63, Defined Contribution, Investments, Series 6, Consulting
Education
Florida State University 1993 — 1995
BS, Criminal Justice/Criminology
Diana Curbelo's American Portfolios Experience September 2009 - Present
Job
Industry Financial Services
Experience
American Portfolios September 2009 - Present
American Portfolios 2009 - 2015
Skills
Investments
Education
Baruch College, City University of New York (CUNY)
Bachelor of Business Administration (B.B.A.), Finance & Investments
American Portfolios September 2009 - Present
American Portfolios 2009 - 2015
Skills
Investments
Education
Baruch College, City University of New York (CUNY)
Bachelor of Business Administration (B.B.A.), Finance & Investments
Judy Beckman's American Portfolios Experience 2002 - 2012
Job Certified Financial Planner
Industry Financial Services
Experience
Financial Solutions March 1984 - Present
American portfolios 2002 - 2012
Skills
financial planning, Investment advisory, Retirement Income..., Retirement Planning, Saving for Education, Estate Planning, Insurance Planning, Investment Advisory, Strategic Financial..., Retirement, Financial Planners, 401k, Fixed Annuities, Series 63, Series 7, Securities, Asset Allocation, Wealth Management
Education
Adelphi University
Masters, English/Education
University of Michigan
English
Financial Solutions March 1984 - Present
American portfolios 2002 - 2012
Skills
financial planning, Investment advisory, Retirement Income..., Retirement Planning, Saving for Education, Estate Planning, Insurance Planning, Investment Advisory, Strategic Financial..., Retirement, Financial Planners, 401k, Fixed Annuities, Series 63, Series 7, Securities, Asset Allocation, Wealth Management
Education
Adelphi University
Masters, English/Education
University of Michigan
English
Keith Carravone's American Portfolios Experience July 2014 - Present
Job Insurance Consultant at American Portfolios
Industry Insurance
Experience
American Portfolios July 2014 - Present
LifePlan Insurance Outlet August 2013 - July 2014
Alpine Brokerage Services, LLC July 2012 - July 2013
ANNUCO February 2012 - July 2012
The Western and Southern Life Insurance Company 2007 - 2011
UFC 2004 - 2007
Integrity Life Insurance April 1997 - June 2004
Oxford 1997 - 1998
Prudential Insurance 1995 - 1997
Skills
Insurance, 401k, Fixed Annuities, Retirement Planning, Financial Planners, Selling, Sales Management, Disability Insurance, Series 6, Mutual Funds, Life Insurance, Retirement, IRAs, Series 63, Brokers, Long-term Care, Term Life Insurance, Financial Planning, Sales
Education
Pace University-Pleasantville/Briarcliff Campus 1984 — 1990
BBA, Management
Pace University-Pleasantville/Briarcliff Campus 1984 — 1990
BBA, Management
Westlake High School
American Portfolios July 2014 - Present
LifePlan Insurance Outlet August 2013 - July 2014
Alpine Brokerage Services, LLC July 2012 - July 2013
ANNUCO February 2012 - July 2012
The Western and Southern Life Insurance Company 2007 - 2011
UFC 2004 - 2007
Integrity Life Insurance April 1997 - June 2004
Oxford 1997 - 1998
Prudential Insurance 1995 - 1997
Skills
Insurance, 401k, Fixed Annuities, Retirement Planning, Financial Planners, Selling, Sales Management, Disability Insurance, Series 6, Mutual Funds, Life Insurance, Retirement, IRAs, Series 63, Brokers, Long-term Care, Term Life Insurance, Financial Planning, Sales
Education
Pace University-Pleasantville/Briarcliff Campus 1984 — 1990
BBA, Management
Pace University-Pleasantville/Briarcliff Campus 1984 — 1990
BBA, Management
Westlake High School
Craig Panarella's American Portfolios Experience May 2009 - June 2012
Job Owner | Panarella Wealth Management LLC
Industry Investment Management
Experience
Panarella Wealth Management LLC July 2012 - Present
American Portfolios Advisors, Inc. May 2009 - June 2012
American Portfolios May 2009 - June 2012
UBS Wealth Management February 2008 - April 2009
Sanofi November 1997 - January 2008
Skills
Investment Advisory, Estate Planning, Charitable Gift Planning, Risk Analysis, Portfolio Management, College Education..., Employee Benefits, Qualified Retirement...
Education
The University of Connecticut
Panarella Wealth Management LLC July 2012 - Present
American Portfolios Advisors, Inc. May 2009 - June 2012
American Portfolios May 2009 - June 2012
UBS Wealth Management February 2008 - April 2009
Sanofi November 1997 - January 2008
Skills
Investment Advisory, Estate Planning, Charitable Gift Planning, Risk Analysis, Portfolio Management, College Education..., Employee Benefits, Qualified Retirement...
Education
The University of Connecticut
Michael Boccio's American Portfolios Experience October 2009 - Present
Job Junior Trader at American Portfolios
Industry Financial Services
Experience
American Portfolios October 2009 - Present
American Portfolios July 2007 - October 2009
Education
Marist College 2003 — 2007
B.A., Finance, Economics, Psychology
Smithtown High School 1999 — 2003
American Portfolios October 2009 - Present
American Portfolios July 2007 - October 2009
Education
Marist College 2003 — 2007
B.A., Finance, Economics, Psychology
Smithtown High School 1999 — 2003
Kristina Garrison's American Portfolios Experience June 2013 - Present
Job Director Strategic Relations at American Portfolios
Industry Financial Services
Experience
American Portfolios June 2013 - Present
American Portfolios January 2012 - June 2013
American Portfolios March 2011 - February 2012
Sunset Harbour 1996 - March 2011
Skills
Series 7, Series 66, Relationship Management, Event Planning, Mutual Funds, Investments, Management, Project Management
Education
Dowling College 1999 — 2003
MBA, Finance
American Portfolios June 2013 - Present
American Portfolios January 2012 - June 2013
American Portfolios March 2011 - February 2012
Sunset Harbour 1996 - March 2011
Skills
Series 7, Series 66, Relationship Management, Event Planning, Mutual Funds, Investments, Management, Project Management
Education
Dowling College 1999 — 2003
MBA, Finance
Joseph Pietrafesa's American Portfolios Experience June 2012 - 2013
Job Product Control Specialist at Canon USA
Industry Consumer Electronics
Experience
Canon USA 2013 - Present
New York Islanders January 2009 - Present
American Portfolios June 2012 - 2013
American Portfolios May 2010 - June 2012
New York Islanders May 2009 - August 2009
KB Toys January 2003 - February 2009
Skills
Sales, Customer Service, Selling, Leadership, Microsoft Office, Microsoft Word, Finance, Financial Services, Investments, Salesforce.com
Education
Stony Brook University 2007 — 2009
Bachelor of Science, Business Management
Suffolk County Community College 2005 — 2007
Associate Of Arts, General Studies
Canon USA 2013 - Present
New York Islanders January 2009 - Present
American Portfolios June 2012 - 2013
American Portfolios May 2010 - June 2012
New York Islanders May 2009 - August 2009
KB Toys January 2003 - February 2009
Skills
Sales, Customer Service, Selling, Leadership, Microsoft Office, Microsoft Word, Finance, Financial Services, Investments, Salesforce.com
Education
Stony Brook University 2007 — 2009
Bachelor of Science, Business Management
Suffolk County Community College 2005 — 2007
Associate Of Arts, General Studies
Jared Raygada's American Portfolios Experience May 2010 - May 2012
Job Warehouse Lending Operations
Industry Financial Services
Experience
Morgan Stanley March 2014 - Present
UBS Investment Bank March 2012 - March 2014
American Portfolios May 2010 - May 2012
Astoria Federal Savings July 2009 - May 2010
Skills
Banking, Financial Services, Fixed Annuities, Mutual Funds, Series 7, Equities, Finance
Education
SUNY Stony Brook 2008 — 2010
MBA, Finance
SUNY Albany 2003 — 2007
BA, Mathematics
Morgan Stanley March 2014 - Present
UBS Investment Bank March 2012 - March 2014
American Portfolios May 2010 - May 2012
Astoria Federal Savings July 2009 - May 2010
Skills
Banking, Financial Services, Fixed Annuities, Mutual Funds, Series 7, Equities, Finance
Education
SUNY Stony Brook 2008 — 2010
MBA, Finance
SUNY Albany 2003 — 2007
BA, Mathematics
Kim Pino's American Portfolios Experience January 2014 - Present
Job Equity Trader at American Portfolios
Industry Financial Services
Experience
American Portfolios January 2014 - Present
TD Securities USA LLC September 1995 - January 2012
Bankers Trust May 1992 - September 1995
Skills
Hedge Funds, Equities, Bloomberg, Investments, Capital Markets, Equity Trading, Trading, Electronic Trading, Trading Systems, Securities, ETFs, Institutional..., Series 24, Series 7, Series 63, Series 55, Canadian Securities..., Canadian Equities, FINRA, Restricted Stock, Options, Fidessa, Compliance, Charles River IMS, Supervisory Skills, Financial Markets, Order Management, Rule 144, Regulation D, SEC regulations, Investment Banking
Education
Long Island University, C.W. Post Campus 1989 — 1992
Bachelor's degree, Finance and Financial Management Services
American Portfolios January 2014 - Present
TD Securities USA LLC September 1995 - January 2012
Bankers Trust May 1992 - September 1995
Skills
Hedge Funds, Equities, Bloomberg, Investments, Capital Markets, Equity Trading, Trading, Electronic Trading, Trading Systems, Securities, ETFs, Institutional..., Series 24, Series 7, Series 63, Series 55, Canadian Securities..., Canadian Equities, FINRA, Restricted Stock, Options, Fidessa, Compliance, Charles River IMS, Supervisory Skills, Financial Markets, Order Management, Rule 144, Regulation D, SEC regulations, Investment Banking
Education
Long Island University, C.W. Post Campus 1989 — 1992
Bachelor's degree, Finance and Financial Management Services
Clay Knapp's American Portfolios Experience March 2014 - October 2014
Job Grants Analyst at Suffolk County Government
Industry Financial Services
Experience
Suffolk County October 2014 - Present
American Portfolios March 2014 - October 2014
JAR Medical Systems, Inc. December 2012 - March 2014
Capital One December 2010 - December 2012
Domino's Pizza April 2006 - November 2010
Skills
Microsoft Office, Excel, Customer Relations, Customer Service, Customer Experience, Financial Accounting, Word, WordPerfect, Windows 7, Windows XP Professional, Microsoft Windows 98, Filing, Dependency, Process Improvement, Entrepreneurship, eBay, PowerPoint, Computer Maintenance, Printer Support, Access, Meeting Deadlines, Work Under Pressure, Teamwork, Problem Solving, Writing, Resume Writing, Editing, Firefox, Internet, Internet Explorer, Chrome, Outlook, Visio, Record Keeping, Honest, Team Leadership, Financial Reporting, Typing, Microsoft Excel, Microsoft Word
Education
State University of New York at Stony Brook 2011 — 2013
Master of Business Administration, progress) Finance Concentration, 3.5
Stony Brook University 2007 — 2010
Bachelor of Business Administration (B.B.A.), Accounting and Business/Management, 3.55
Rochester Institute of Technology 2006 — 2007
Bachelor's degree, Accounting
Suffolk County October 2014 - Present
American Portfolios March 2014 - October 2014
JAR Medical Systems, Inc. December 2012 - March 2014
Capital One December 2010 - December 2012
Domino's Pizza April 2006 - November 2010
Skills
Microsoft Office, Excel, Customer Relations, Customer Service, Customer Experience, Financial Accounting, Word, WordPerfect, Windows 7, Windows XP Professional, Microsoft Windows 98, Filing, Dependency, Process Improvement, Entrepreneurship, eBay, PowerPoint, Computer Maintenance, Printer Support, Access, Meeting Deadlines, Work Under Pressure, Teamwork, Problem Solving, Writing, Resume Writing, Editing, Firefox, Internet, Internet Explorer, Chrome, Outlook, Visio, Record Keeping, Honest, Team Leadership, Financial Reporting, Typing, Microsoft Excel, Microsoft Word
Education
State University of New York at Stony Brook 2011 — 2013
Master of Business Administration, progress) Finance Concentration, 3.5
Stony Brook University 2007 — 2010
Bachelor of Business Administration (B.B.A.), Accounting and Business/Management, 3.55
Rochester Institute of Technology 2006 — 2007
Bachelor's degree, Accounting
Thomas Mueger's American Portfolios Experience July 2014 - Present
Job Transition Consultant at American Portfolios
Industry Financial Services
Experience
American Portfolios July 2014 - Present
Merrill Lynch May 2013 - January 2014
Standard & Poor's May 2012 - August 2012
Skills
Bloomberg, Fixed Income, Microsoft Word, Leadership, Public Speaking, Microsoft Office, Teamwork, Marketing, Finance
Education
State University of New York at New Paltz
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
Harborfields
American Portfolios July 2014 - Present
Merrill Lynch May 2013 - January 2014
Standard & Poor's May 2012 - August 2012
Skills
Bloomberg, Fixed Income, Microsoft Word, Leadership, Public Speaking, Microsoft Office, Teamwork, Marketing, Finance
Education
State University of New York at New Paltz
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
Harborfields
Peter Fahy's American Portfolios Experience November 2012 - Present
Job Account Management Leader / Client Services / Operations
Industry Financial Services
Experience
American Portfolios November 2012 - Present
Broadridge July 2007 - January 2013
Computer Harbor April 2005 - July 2007
Bear Stearns May 1999 - June 2005
U.S. Clearing Corp. July 1993 - May 1999
IECA 1991 - 1992
Skills
Equities, Series 7, Financial Services, Securities, Relationship Management, Fixed Income
Education
Manhattan College 1994 — 1996
Master of Business Administration (MBA)
Villanova University 1984 — 1988
Bachelor's degree, History
American Portfolios November 2012 - Present
Broadridge July 2007 - January 2013
Computer Harbor April 2005 - July 2007
Bear Stearns May 1999 - June 2005
U.S. Clearing Corp. July 1993 - May 1999
IECA 1991 - 1992
Skills
Equities, Series 7, Financial Services, Securities, Relationship Management, Fixed Income
Education
Manhattan College 1994 — 1996
Master of Business Administration (MBA)
Villanova University 1984 — 1988
Bachelor's degree, History
Ronald Waseleski's American Portfolios Experience March 2009 - Present
Job Investment Advisor Representative at American Portfolios
Industry Financial Services
Experience
American Portfolios March 2009 - Present
A.G. Edwards November 2001 - March 2009
Morgan Stanley February 1988 - November 2001
Skills
Retirement Planning, Wealth Management, Mutual Funds, Series 7, Retirement, Investment Advisory, Investments, Series 63, Strategic Financial..., Securities, Fixed Annuities, Asset Allocation, 401k, Estate Planning, Portfolio Management
Education
Rider University
Bachelor of Science (B.S.), Accounting and Marketing
American Portfolios March 2009 - Present
A.G. Edwards November 2001 - March 2009
Morgan Stanley February 1988 - November 2001
Skills
Retirement Planning, Wealth Management, Mutual Funds, Series 7, Retirement, Investment Advisory, Investments, Series 63, Strategic Financial..., Securities, Fixed Annuities, Asset Allocation, 401k, Estate Planning, Portfolio Management
Education
Rider University
Bachelor of Science (B.S.), Accounting and Marketing
Alexis Mandery's American Portfolios Experience June 2013 - August 2013
Job Second Year Student at Bentley University and Intern at American Portfolios
Industry Marketing and Advertising
Experience
Bentley University August 2013 - Present
American Portfolios June 2013 - August 2013
McGladrey June 2012 - August 2012
Skills
Microsoft Excel, Microsoft Word, PowerPoint, HTML 5, Expression Web, Finance, Accounting, Compliance, Marketing
Education
Bentley University 2013 — 2017
Bachelor of Applied Science (B.A.Sc.), Accounting, Sophmore
Northport High School 2009 — 2013
Bentley University August 2013 - Present
American Portfolios June 2013 - August 2013
McGladrey June 2012 - August 2012
Skills
Microsoft Excel, Microsoft Word, PowerPoint, HTML 5, Expression Web, Finance, Accounting, Compliance, Marketing
Education
Bentley University 2013 — 2017
Bachelor of Applied Science (B.A.Sc.), Accounting, Sophmore
Northport High School 2009 — 2013
Joey Ren's American Portfolios Experience Sales AssociateBloomingdale's$
Job Sales Associate at Bloomingdale's
Industry
Experience
American Portfolios Sales AssociateBloomingdale's$
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Customer Service, Research, Public Speaking, Leadership, Strategic Planning, Management, Project Management
Education
Baruch College, City University of New York (CUNY) 2013 — 2017
American Portfolios Sales AssociateBloomingdale's$
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Customer Service, Research, Public Speaking, Leadership, Strategic Planning, Management, Project Management
Education
Baruch College, City University of New York (CUNY) 2013 — 2017