American Portfolios Financial Services
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American Portfolios Financial Services Employees
Employee
Years
Job
Industry
Connie (Stein) Neff Connie (Stein) Neff's American Portfolios Financial Services Experience November 2013 - Present
Job Registered Investment Representative
Industry Financial Services
Experience
American Portfolios Financial Services November 2013 - Present
Skills
Retirement Planning, Financial Planning, Wealth Management, Portfolio Management, Mutual Funds, Insurance, Financial Services, Retirement, Risk Management, Investment Advisory..., Securities, Investments
Education
University of Toledo 1986 — 1988
Bachelor's Degree, Non-Profit/Public/Organizational Management
Sinclair Community College 1975 — 1977
Associate's Degree, Computer Science
Carroll High School 1971 — 1975
High School
American Portfolios Financial Services November 2013 - Present
Skills
Retirement Planning, Financial Planning, Wealth Management, Portfolio Management, Mutual Funds, Insurance, Financial Services, Retirement, Risk Management, Investment Advisory..., Securities, Investments
Education
University of Toledo 1986 — 1988
Bachelor's Degree, Non-Profit/Public/Organizational Management
Sinclair Community College 1975 — 1977
Associate's Degree, Computer Science
Carroll High School 1971 — 1975
High School
Vincent Esparza CFP Vincent Esparza CFP's American Portfolios Financial Services Experience November 2001 - Present
Job Managing Director, American Portfolios Financial Services
Industry Financial Services
Experience
American Portfolios Financial Services November 2001 - Present
Herchold, Esparza and Johnson January 1994 - November 2000
The Advisors 1984 - 1986
Skills
Retirement, Series 63, Retirement Planning, Strategic Financial..., Mutual Funds, New Business Development, Investment Advisory, Wealth Management..., Series 7, Securities, Sales Management, Asset Allocation, Wealth Management, Financial Advisory, Investments, Financial Services, Investment Management, Finance, Insurance, 401k, Financial Planners, Wealth, Investment Strategies, Series 24, Certified Financial..., FINRA, Fixed Annuities, IRAs, Series 65, Pensions, Alternative Investments, Uniform Combined State..., Estate Planning, Life Insurance, Personal Finance, Retirement Plan..., Long-term Care, Asset Management, Disability Insurance, Small Business, Equities, Portfolio Management, Investments, Life,..., Financial Planning
Education
The American College 1990 — 1992
Chartered Life Underwriter, Business and Personal Insurance Planning
College for Financial Planning 1985 — 1987
Certfified Financial Planner, Financial Planning
Arizona State University 1978 — 1980
Bachelor of Arts (B.A.), Education
Phoenix College 1976 — 1978
Associates, Education, Business
American Portfolios Financial Services November 2001 - Present
Herchold, Esparza and Johnson January 1994 - November 2000
The Advisors 1984 - 1986
Skills
Retirement, Series 63, Retirement Planning, Strategic Financial..., Mutual Funds, New Business Development, Investment Advisory, Wealth Management..., Series 7, Securities, Sales Management, Asset Allocation, Wealth Management, Financial Advisory, Investments, Financial Services, Investment Management, Finance, Insurance, 401k, Financial Planners, Wealth, Investment Strategies, Series 24, Certified Financial..., FINRA, Fixed Annuities, IRAs, Series 65, Pensions, Alternative Investments, Uniform Combined State..., Estate Planning, Life Insurance, Personal Finance, Retirement Plan..., Long-term Care, Asset Management, Disability Insurance, Small Business, Equities, Portfolio Management, Investments, Life,..., Financial Planning
Education
The American College 1990 — 1992
Chartered Life Underwriter, Business and Personal Insurance Planning
College for Financial Planning 1985 — 1987
Certfified Financial Planner, Financial Planning
Arizona State University 1978 — 1980
Bachelor of Arts (B.A.), Education
Phoenix College 1976 — 1978
Associates, Education, Business
Peter Paul Ostapow Peter Paul Ostapow's American Portfolios Financial Services Experience February 2011 - Present
Job Financial planning does not have to be a session in a dentist's chair it can actually be fun.
Industry Financial Services
Experience
American Portfolios Financial Services February 2011 - Present
Ostapow Financial Services September 1979 - Present
Ostapow Financial Services September 1979 - Present
Park Avenue Securities February 2004 - January 2011
College Aid Planning Services 2005 - 2011
Three Village Historical Society 2009 - 2010
W.S.Griffith Securities January 1979 - January 2004
Skills
Strategic Financial..., Investments, Financial Advisory, Retirement, Financial Planning, Fixed Annuities, Life Insurance, Investment Advisory, Educational Consulting, Wealth Management, Asset Management, Financial Services, Mutual Funds, 401k, Retirement Planning, Financial Planners, Finance, Risk Management, Estate Planning, Personal Finance, College Planning..., Securities, Insurance
Education
St. John's University Jamaica NY 1968 — 1978
Bachelor of Science, Business
The American College 1987 — 2003
Chartered Life Underwriter (CLU) ; Chartered Financial Consultant (ChFC), Financial Planning and Services
Adelphi University 1982 — 1985
Certified Financial Planner (CFP), Financial Planning
Bryant High School 1964 — 1968
High School
American Portfolios Financial Services February 2011 - Present
Ostapow Financial Services September 1979 - Present
Ostapow Financial Services September 1979 - Present
Park Avenue Securities February 2004 - January 2011
College Aid Planning Services 2005 - 2011
Three Village Historical Society 2009 - 2010
W.S.Griffith Securities January 1979 - January 2004
Skills
Strategic Financial..., Investments, Financial Advisory, Retirement, Financial Planning, Fixed Annuities, Life Insurance, Investment Advisory, Educational Consulting, Wealth Management, Asset Management, Financial Services, Mutual Funds, 401k, Retirement Planning, Financial Planners, Finance, Risk Management, Estate Planning, Personal Finance, College Planning..., Securities, Insurance
Education
St. John's University Jamaica NY 1968 — 1978
Bachelor of Science, Business
The American College 1987 — 2003
Chartered Life Underwriter (CLU) ; Chartered Financial Consultant (ChFC), Financial Planning and Services
Adelphi University 1982 — 1985
Certified Financial Planner (CFP), Financial Planning
Bryant High School 1964 — 1968
High School
Victoria Brialmont Victoria Brialmont's American Portfolios Financial Services Experience March 2007 - Present
Job Financial Advisor
Industry Financial Services
Experience
American Portfolios Financial Services March 2007 - Present
Questar Capital Corporation March 2002 - March 2007
Skills
Mutual Funds, Retirement Planning, Wealth Management
Education
University of Miami
American Portfolios Financial Services March 2007 - Present
Questar Capital Corporation March 2002 - March 2007
Skills
Mutual Funds, Retirement Planning, Wealth Management
Education
University of Miami
Larry Taunt Larry Taunt's American Portfolios Financial Services Experience February 2010 - December 2014
Job Regal Investment Advisors
Industry Financial Services
Experience
Regal Investment Advisors January 2012 - Present
Regulus Advisors LLC February 2010 - Present
Regal Financial Group June 2012 - Present
American Portfolios Financial Services February 2010 - December 2014
Regal Investment Advisors LLC June 2003 - June 2012
Regal Financial Group January 2000 - June 2012
Sagepoint Advisors July 2000 - February 2010
SunAmerica Securities, Inc. July 2000 - March 2009
John Hancock Financial Services August 1995 - January 2000
Sun Life Financial 1987 - 1995
Skills
Investment Advisory, Securities, Investments, Mutual Funds, Financial Advisory, Financial Services, FINRA, Strategy, Finance, Management, SEC, Retirement Planning, Wealth Management, Marketing, Strategic Financial...
Education
Michigan State University - The Eli Broad Graduate School of Management 1978 — 1982
Bachelor of Arts, Business Administration, Economics
Brother Rice HS 1974 — 1978
Regal Investment Advisors January 2012 - Present
Regulus Advisors LLC February 2010 - Present
Regal Financial Group June 2012 - Present
American Portfolios Financial Services February 2010 - December 2014
Regal Investment Advisors LLC June 2003 - June 2012
Regal Financial Group January 2000 - June 2012
Sagepoint Advisors July 2000 - February 2010
SunAmerica Securities, Inc. July 2000 - March 2009
John Hancock Financial Services August 1995 - January 2000
Sun Life Financial 1987 - 1995
Skills
Investment Advisory, Securities, Investments, Mutual Funds, Financial Advisory, Financial Services, FINRA, Strategy, Finance, Management, SEC, Retirement Planning, Wealth Management, Marketing, Strategic Financial...
Education
Michigan State University - The Eli Broad Graduate School of Management 1978 — 1982
Bachelor of Arts, Business Administration, Economics
Brother Rice HS 1974 — 1978
Ira Bernstein Ira Bernstein's American Portfolios Financial Services Experience 1975 - Present
Job Registered Representative American Portfolios FS Inc,
Industry Financial Services
Experience
American Portfolios Financial Services 1975 - Present
Skills
Pensions, Retirement Planning, Retirement, Mutual Funds, Series 7, Investment Advisory, 401k, Fixed Annuities, Asset Allocation, Series 63, Strategic Financial..., Estate Planning, IRAs, Investments, Investment Strategies, Asset Management, Insurance, Equities, Alternative Investments, Investment Management, Retirement Plan..., Wealth Management..., Wealth Management
Education
University at Buffalo 1961 — 1965
American Portfolios Financial Services 1975 - Present
Skills
Pensions, Retirement Planning, Retirement, Mutual Funds, Series 7, Investment Advisory, 401k, Fixed Annuities, Asset Allocation, Series 63, Strategic Financial..., Estate Planning, IRAs, Investments, Investment Strategies, Asset Management, Insurance, Equities, Alternative Investments, Investment Management, Retirement Plan..., Wealth Management..., Wealth Management
Education
University at Buffalo 1961 — 1965
Lawrence Weiner Lawrence Weiner's American Portfolios Financial Services Experience 2007 - 2009
Job President at Weiner Financial Group, LLC
Industry Financial Services
Experience
Weiner Financial Group, LLC September 1998 - Present
Weiner Financial Group, LLC 1998 - Present
American Portfolios Financial Services 2007 - 2009
Skills
Finance, Securities, Retirement Planning, Portfolio Management, Small Business, Estate Planning, Strategic Planning, Financial Advisory, Strategic Financial..., Investments, Financial Services, Financial Modeling, FINRA, Managerial Finance, Microsoft Office, Microsoft Excel, Financial Planners, Long-term Care, Nonprofits, Financial Planning, Certified Financial..., Investment Advisory, Employee Benefits, Disability Insurance, Analysis, Asset Allocation, Strategy, Financial Risk, Insurance, Personal Finance, CPA, Life Insurance, Forecasting
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1988 — 1994
MBA, Finance
University of Illinois at Urbana-Champaign 1971 — 1975
B.S. Accountancy, Business and Accounting
Weiner Financial Group, LLC September 1998 - Present
Weiner Financial Group, LLC 1998 - Present
American Portfolios Financial Services 2007 - 2009
Skills
Finance, Securities, Retirement Planning, Portfolio Management, Small Business, Estate Planning, Strategic Planning, Financial Advisory, Strategic Financial..., Investments, Financial Services, Financial Modeling, FINRA, Managerial Finance, Microsoft Office, Microsoft Excel, Financial Planners, Long-term Care, Nonprofits, Financial Planning, Certified Financial..., Investment Advisory, Employee Benefits, Disability Insurance, Analysis, Asset Allocation, Strategy, Financial Risk, Insurance, Personal Finance, CPA, Life Insurance, Forecasting
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1988 — 1994
MBA, Finance
University of Illinois at Urbana-Champaign 1971 — 1975
B.S. Accountancy, Business and Accounting
Jason B. Myers Ed.M. Jason B. Myers Ed.M.'s American Portfolios Financial Services Experience August 2012 - December 2013
Job Financial Services Professional at MassMutual Buffalo
Industry Financial Services
Experience
MassMutual Financial Group January 2014 - Present
American Portfolios Financial Services August 2012 - December 2013
Dunkirk High School August 2007 - August 2012
Skills
Retirement Planning, College Planning, 403 b Retirement Plans, Life Insurance, Annuities, Mutual Funds, Investment Advisory..., Estate Planning, Customer Service, Teaching, Higher Education, Wealth Management, Career Development, Public Speaking, Academic Advising, Career Counseling, Fixed Annuities, Educational Consulting, Disability Insurance, Leadership, Insurance
Education
The American College 2014 — 2016
Chartered Financial Consultant Curriculum
State University of New York at Buffalo 2005 — 2009
EdM and Certificate of Advanced Study, School Counseling
Niagara University 2000 — 2001
Master of Science (MS), Secondary Education and Teaching
MassMutual Financial Group January 2014 - Present
American Portfolios Financial Services August 2012 - December 2013
Dunkirk High School August 2007 - August 2012
Skills
Retirement Planning, College Planning, 403 b Retirement Plans, Life Insurance, Annuities, Mutual Funds, Investment Advisory..., Estate Planning, Customer Service, Teaching, Higher Education, Wealth Management, Career Development, Public Speaking, Academic Advising, Career Counseling, Fixed Annuities, Educational Consulting, Disability Insurance, Leadership, Insurance
Education
The American College 2014 — 2016
Chartered Financial Consultant Curriculum
State University of New York at Buffalo 2005 — 2009
EdM and Certificate of Advanced Study, School Counseling
Niagara University 2000 — 2001
Master of Science (MS), Secondary Education and Teaching
Peter J. Martin's American Portfolios Financial Services Experience June 2010 - October 2011
Job Solutions Architect, Implementation and Integration Manager PMP, CSM, CSPO
Industry Financial Services
Experience
PJM Management Consultants June 2005 - Present
Xtiva Financial Systems November 2002 - Present
American Portfolios Financial Services June 2010 - October 2011
Xtiva Financial Systems November 2002 - May 2010
Miningham & Oellerich Management Consultants January 1996 - November 2002
Skills
Business Analysis, SDLC, Project Management, Agile Methodologies, Integration, Data Warehousing, Quality Assurance, Analysis, Databases, Vendor Management, Management, Analytics, PMP, Microsoft SQL Server, Product Management, FINRA, SQL, Relationship Management, Leadership, ETL, CRM, Software Project..., Financial Services, SaaS, IT Management, Enterprise Software, IT Strategy, Agile Project Management, Capital Markets, Wealth Management, Investment Advisory, Broker-Dealer, Incentive Compensation..., Sales Performance..., Regulatory Compliance, Enterprise Solution..., Sales Engineering, Project Portfolio..., Business Intelligence, Business Process, Requirements Analysis, Process Improvement
Education
New York University 1976 — 1980
Bachelor of Science (B.S.), Finance and Economics
PJM Management Consultants June 2005 - Present
Xtiva Financial Systems November 2002 - Present
American Portfolios Financial Services June 2010 - October 2011
Xtiva Financial Systems November 2002 - May 2010
Miningham & Oellerich Management Consultants January 1996 - November 2002
Skills
Business Analysis, SDLC, Project Management, Agile Methodologies, Integration, Data Warehousing, Quality Assurance, Analysis, Databases, Vendor Management, Management, Analytics, PMP, Microsoft SQL Server, Product Management, FINRA, SQL, Relationship Management, Leadership, ETL, CRM, Software Project..., Financial Services, SaaS, IT Management, Enterprise Software, IT Strategy, Agile Project Management, Capital Markets, Wealth Management, Investment Advisory, Broker-Dealer, Incentive Compensation..., Sales Performance..., Regulatory Compliance, Enterprise Solution..., Sales Engineering, Project Portfolio..., Business Intelligence, Business Process, Requirements Analysis, Process Improvement
Education
New York University 1976 — 1980
Bachelor of Science (B.S.), Finance and Economics
Ronald F. Bergmann's American Portfolios Financial Services Experience December 1980 - Present
Job Senior Vice President at American Portfolios Financial Services
Industry Financial Services
Experience
American Portfolios Financial Services December 1980 - Present
Skills
Mutual Funds, Series 7, Retirement Planning, Wealth Management, Series 63, Securities, Retirement, Series 24, Asset Allocation, 401k, Estate Planning, Investment Advisory
Education
Queens College 1969 — 1972
American Portfolios Financial Services December 1980 - Present
Skills
Mutual Funds, Series 7, Retirement Planning, Wealth Management, Series 63, Securities, Retirement, Series 24, Asset Allocation, 401k, Estate Planning, Investment Advisory
Education
Queens College 1969 — 1972
Mark Lea's American Portfolios Financial Services Experience March 2003 - Present
Job at American Portfolios Financial Services
Industry Financial Services
Experience
Lea Financial Group, Inc. April 2003 - Present
American Portfolios Financial Services March 2003 - Present
Medica 2003 - Present
Blue Cross Blue Shield of Minnesota 1999 - Present
Lutheran Brotherhood 1993 - 2003
Phillips Beverage Company 1988 - 1992
Skills
Investments, Marketing Strategy, Asset Management, Cash Management, Leadership, Mutual Funds, Marketing, Life Insurance, Customer Service, Financial Analysis, Financial Services, Management
Education
Augustana University (SD) 1981 — 1985
BA, Accounting/Business Administration
Anoka High School 1979 — 1981
Lea Financial Group, Inc. April 2003 - Present
American Portfolios Financial Services March 2003 - Present
Medica 2003 - Present
Blue Cross Blue Shield of Minnesota 1999 - Present
Lutheran Brotherhood 1993 - 2003
Phillips Beverage Company 1988 - 1992
Skills
Investments, Marketing Strategy, Asset Management, Cash Management, Leadership, Mutual Funds, Marketing, Life Insurance, Customer Service, Financial Analysis, Financial Services, Management
Education
Augustana University (SD) 1981 — 1985
BA, Accounting/Business Administration
Anoka High School 1979 — 1981
David Bangert's American Portfolios Financial Services Experience 2006 - Present
Job Managing Director at American Portfolios Financial Services
Industry Financial Services
Experience
American Portfolios Financial Services 2006 - Present
Independent Retirement Advisors 2005 - Present
Kinex Pharmaceuticals 2004 - August 2013
ER Industries, Inc. 1986 - 1999
Skills
Strategic Planning, Investments, Customer Service, Insurance, Financial Analysis, Strategic Financial...
Education
Buffalo State College 1981 — 1986
Business / Finance
American Portfolios Financial Services 2006 - Present
Independent Retirement Advisors 2005 - Present
Kinex Pharmaceuticals 2004 - August 2013
ER Industries, Inc. 1986 - 1999
Skills
Strategic Planning, Investments, Customer Service, Insurance, Financial Analysis, Strategic Financial...
Education
Buffalo State College 1981 — 1986
Business / Finance