Atlantic Partners Financial Group

Description

Address: 1600 Stewart Ave # 701, Westbury, NY 11590 Phone: (631) 486-6500: Hours: : Place name: : : : Category: Website: : Category: Financial consultant Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Add website Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Atlantic Partners Financial Gr Posting publicly on the Web Write a review Reviews Be the first to review

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Atlantic Partners Financial Group Employees

Employee
Years
Job
Industry
Brian Goldstein Brian Goldstein Los Angeles, California Details
Brian Goldstein's Atlantic Partners Financial Group Experience September 2012 - February 2013
Job Sports Coordinator at Relativity Sports, a division of Relativity Media
Industry Sports
Experience
Relativity Sports  December 2014 - Present
Relativity Sports  March 2013 - December 2014
Atlantic Partners Financial Group   September 2012 - February 2013
True Capital Management  April 2011 - October 2011
Q2 Sports & Entertainment   August 2010 - December 2010
NYC Economic Development Corporation  June 2010 - August 2010
New York Islanders Hockey Club  May 2009 - August 2009
Long Island Rough Riders  2008 - 2008

Skills
Series 6, Series 63, Sports, Sports Management, Event Planning, Licensed Life & Health..., Financial Advisory

Education
University of Michigan   2008 — 2012
Bachelor of Arts, Sport Management

Marianna Orlando-Cull Marianna Orlando-Cull Elmont, New York Details
Marianna Orlando-Cull's Atlantic Partners Financial Group Experience June 2013 - Present
Job Adminstrator at Atlantic Partners Financial Group
Industry Financial Services
Experience
Atlantic Partners Financial Group   June 2013 - Present

Skills
Recruiting, Banking, Customer Service, Sales, Gmail, Copying, Filing, Fax, Windows, Microsoft Office, Time Management, Event Planning, Deposits, Teamwork, Microsoft Word, Telephone Skills, Microsoft Excel, PowerPoint, Retail Banking, Cash Management, Training, Customer Experience, Cross Selling, Highly detail oriented, Team Leadership, Branch Banking

Education
Capella University   2013 — 2016
Bachelor of Arts (B.A.)

Nassau Community College   2005 — 2007
Associate's degree

Kellenberg Memorial Highschool   2001 — 2005
Highschool

Derek Sigler Derek Sigler Greater New York City Area Details
Derek Sigler's Atlantic Partners Financial Group Experience June 2011 - August 2011
Job Credit Analyst at Rosenthal & Rosenthal
Industry Financial Services
Experience
Rosenthal & Rosenthal  June 2013 - Present
Rosenthal & Rosenthal  May 2012 - August 2012
Fieldpoint Private  January 2012 - January 2012
Atlantic Partners Financial Group   June 2011 - August 2011

Education
Lafayette College   2009 — 2013
Bachelor of Arts (B.A.), Economics and Geology

Scarsdale High School   2005 — 2009

Jiayi Sun Jiayi Sun Greater New York City Area Details
Jiayi Sun's Atlantic Partners Financial Group Experience 2012 - 2012
Job Business Analyst at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase  April 2014 - Present
SQN Capital Management, LLC   January 2014 - April 2014
Aegis Capital  January 2013 - December 2013
Atlantic Partners Financial Group   2012 - 2012
Sioni & Partners  2012 - 2012

Skills
Microsoft Excel, Microsoft Word, PowerPoint, Finance, Business Analysis, Financial Modeling, Investments, Sales, Financial Analysis, Forecasting, Analysis, Valuation, Portfolio Management, Corporate Finance, Bloomberg Terminal, Equities, Due Diligence, Fixed Income, Equity Valuation, Derivatives, Financial Reporting

Education
Pace University - Lubin School of Business   2011 — 2013
Graduate, Finance - Investment Management

Missouri State University   2009 — 2011
Bachelor, Finance

Missouri State University   2007 — 2009
Bachelor, International Business

Alexandria Pfleger Alexandria Pfleger Greater New York City Area Details
Alexandria Pfleger's Atlantic Partners Financial Group Experience August 2011 - January 2012
Job Writer/Editor Creative Director at PMX COMPUTING, INC.
Industry Information Technology and Services
Experience
PMX COMPUTING INC   December 2011 - Present
Atlantic Partners Financial Group   August 2011 - January 2012
Elite 1 Media   June 2004 - August 2011
The Fifth Season   August 2010 - January 2011
Target  September 2008 - June 2010

Education
Suffolk County Community College   2009 — 2011
Associates, Advertising, Creative Writing

Long Island University, C.W. Post Campus   2008 — 2009
English

Fashion Institute of Technology   2008 — 2008
Saturday Live, Advertising

Nicholas LaBella Nicholas LaBella Greater New York City Area Details
Nicholas LaBella's Atlantic Partners Financial Group Experience 2013 - Present
Job Financial Advisor
Industry Financial Services
Experience
Atlantic Partners Financial Group   2013 - Present
Allstate Insurance  2003 - 2011

Skills
Property & Casualty..., New Business Development, Group Benefits, Insurance, Employee Benefits, Customer Relations, Health, Sales, Series 6, Business Development, Outlook, Sales Process, Cold Calling, Long-term Care, Life Insurance, Retirement, Strategic Financial..., 401k, Mutual Funds, Series 63, Finance, IRAs, Fixed Annuities, Commercial Insurance, Health Insurance, Underwriting, Retirement Planning, Customer Service, Small Business, Disability Insurance, Financial Analysis, General Insurance, Financial Planners, Variable Annuities, Portfolio Management, Investments

Education
Dowling College
Bachelor of Science, Business Administration

Ronald L. La Serra MBA, CPA, ChFC Ronald L. La Serra MBA, CPA, ChFC Greater New York City Area Details
Ronald L. La Serra MBA, CPA, ChFC's Atlantic Partners Financial Group Experience August 2011 - October 2012
Job General Securities Principal and Chief Compliance Officer at RNR Securities, LLC; ChFC at Assurance Financial Advisory
Industry Financial Services
Experience
RNR Securities, LLC   November 2014 - Present
Assurance Financial Advisory Services   October 2012 - Present
Atlantic Partners Financial Group   August 2011 - October 2012
Independent Representative  February 2011 - July 2011
Center for Wealth Preservation- A General Agency of Massachusetts Mutual Life Insurance Company   July 2009 - March 2011
Affiliated Financial Services   November 2008 - July 2009
The North Shore Financial Group an Office of MetLife   August 2007 - November 2008
Aflac New York  May 2006 - August 2007
Platsky Company   November 2004 - May 2006
Kwake Plumbing & Heating Supply   January 1980 - November 2004

Skills
Retirement, Employee Benefits, Long Term Care, Disability Insurance, Insurance, Wealth Accumulation, Retirement Planning, Annuities, Investments, 401k, Pensions, Group Benefits, Defined Benefit, Benefits, Estate Planning, IRA's, Financial Planning, Deferred Compensation, Trust Services, Health Insurance, Term Life Insurance, Securities, Asset, Mutual Funds, Wealth Management, Insurance Planning, Long-term Care, Retirement Income..., Small Business, Financial Advisory, Fixed Annuities, Financial Services, Long Term Care Insurance, Life Insurance, Portfolio Management, IRAs, Finance, Strategic Financial...

Education
The American College   2010 — 2014
Chartered Financial Consultant, Financial Planning and Services

Hofstra University   1975 — 1977
MBA, Finance

Hofstra University   1972 — 1973
BBA, Banking, Finance & Investments

Jason Leak Jason Leak Greater New York City Area Details
Jason Leak's Atlantic Partners Financial Group Experience September 2011 - December 2011
Job Managing Director at Cap Call, LLC
Industry Financial Services
Experience
Cap Call, LLC   February 2014 - Present
FB FUNDING INC.   May 2013 - February 2014
Arjent Investment Bank   January 2013 - March 2013
Midgard Properties   August 2009 - March 2013
Atlantic Partners Financial Group   September 2011 - December 2011
Chase  August 2008 - October 2010

Skills
Investments, Annuities, Fixed Income, Real Estate, Analysis, Accounting, Credit, Customer Service, Banking, Finance, Financial Analysis, Fixed Annuities, Management, Marketing, Microsoft Excel, Microsoft Office

Education
City University of New York-Baruch College   2009 — 2012
Bachelor of Business Administration (B.B.A.), Finance, 3.5 GPA

Steven Guo Steven Guo New York, New York Details
Steven Guo's Atlantic Partners Financial Group Experience January 2012 - February 2012
Job Associate at Friedman LLP
Industry Accounting
Experience
Friedman LLP  June 2013 - Present
Talon Air, Inc.   July 2012 - December 2012
Sunshine Professional Tax Services   March 2012 - June 2012
Atlantic Partners Financial Group   January 2012 - February 2012
TriPoint Global Equities, LLC  September 2011 - December 2011
XIN DONG SHENG STEEL COMPANY   August 2011 - September 2011
China Merchants Bank  July 2011 - August 2011
Huaxia Bank, China  July 2009 - September 2009
2008 BEIJING OLYMPICS   May 2008 - October 2008

Skills
QuickBooks, Tax Preparation, Microsoft Excel, Microsoft Word, PowerPoint, Windows Movie Maker, PPS, Photoshop, Public Speaking, Chinese, Financial Reporting, Accounting, Analysis, Budgets, Finance, Internal Controls, Microsoft Office, Financial Analysis

Education
Hofstra University   2010 — 2012
MBA, ACCOUNTING

Beijing International Studies University   2006 — 2010
Bachelor of Economy, International Business/Trade/Commerce

Daria Rile Daria Rile Greater New York City Area Details
Daria Rile's Atlantic Partners Financial Group Experience September 2011 - December 2011
Job Analyst, Strategic Investment Management at American Express
Industry Financial Services
Experience
American Express  February 2015 - Present
Morgan Stanley  January 2013 - June 2014
Morgan Stanley  June 2012 - August 2012
Atlantic Partners Financial Group   September 2011 - December 2011
Russian Standard Bank  November 2004 - June 2007

Skills
Fixed Income, Investments, Financial Markets, Financial Analysis, Bloomberg, Cognos, QlikView

Education
City University of New York-Baruch College - Zicklin School of Business
Bachelor of Business Administration (BBA), Major in Finance and Investments, Minor in Economics, Summa Cum Laude

James Pepe James Pepe Greater New York City Area Details
James Pepe's Atlantic Partners Financial Group Experience June 2013 - August 2013
Job Data Analyst at MDSL
Industry Financial Services
Experience
MDSL  May 2014 - Present
The Center for Internet Security  September 2013 - December 2013
Atlantic Partners Financial Group   June 2013 - August 2013
Suffolk County Community College  May 2012 - August 2012

Skills
SQL, Microsoft Excel, Forecasting, Managed Services, Market Data, SPSS, Bloomberg Software, PowerPoint

Education
Siena College   2010 — 2014
Bachelor’s Degree, Economics, 3.4

Vivian Fong Vivian Fong Maspeth, New York Details
Vivian Fong's Atlantic Partners Financial Group Experience June 2012 - Present
Job Treasury Operations Administrator at Sumitomo Mitsui Banking Corporation
Industry Accounting
Experience
Sumitomo Mitsui Banking Corporation  November 2013 - Present
Atlantic Partners Financial Group   June 2012 - Present
GuruStar.com   September 2012 - December 2012
Henry Tam, CPA, PC   May 2008 - June 2012
Atlantic Partners Financial Group   January 2012 - May 2012
Asian American Tourist, Inc.   June 2007 - January 2008
Bank of East Asia  July 2006 - August 2006

Skills
Microsoft Excel, Accounting, Microsoft Word, PowerPoint, Microsoft Office, Bookkeeping, Customer Service, Account Reconciliation, Accounts Receivable, Peachtree, Lacerte

Education
City University of New York-Baruch College   2007 — 2012
Bachelor of Business Administration (BBA), Business Administration, Management and Operations

Ari Zaretsky, FSS Ari Zaretsky, FSS Greater New York City Area Details
Ari Zaretsky, FSS's Atlantic Partners Financial Group Experience January 2012 - Present
Job Brokerage Director at Atlantic Partners Financial Group
Industry Financial Services
Experience
Atlantic Partners Financial Group   January 2012 - Present
Eastern Partners Planning Group LLC   2004 - December 2011
CSD NET   2001 - 2003

Education
Salisbury University - Perdue School of Business   1998 — 2002
Bachelor of Science (B.S.), Business Administration

The American College   2006 — 2009
Financial Services Specialist, Financial Planning

Kaplan University   2009 — 2010
Financial Planning Certificate, Financial Planning and Services

Dina Calabrese Dina Calabrese Greater New York City Area Details
Dina Calabrese's Atlantic Partners Financial Group Experience October 2010 - July 2011
Job Executive Consultant at Rodan + Fields
Industry Financial Services
Experience
Rodan + Fields  March 2015 - Present
Atlantic Partners Financial Group   October 2010 - July 2011
Star Capital Services, LLC   November 2008 - July 2010
John Hancock New York Partners   2006 - 2008
John Hancock New York Partners   November 2002 - December 2006
JPMorgan Chase  March 2002 - October 2002
Merrill Lynch  July 2000 - February 2002

Education
Hofstra University   2003 — 2005
Master of Science in Secondary Education, Secondary Education and Teaching

Villanova University   1996 — 2000
B.S., Finance

Evan DeMicco Evan DeMicco Greater New York City Area Details
Evan DeMicco's Atlantic Partners Financial Group Experience July 2011 - Present
Job Intern at Atlantic Partners Financial Group
Industry Financial Services
Experience
Atlantic Partners Financial Group   July 2011 - Present
UBS Wealth Management  July 2010 - August 2010
UBS Wealth Management  July 2009 - August 2009
UBS Wealth Management  July 2008 - August 2008

Education
American University - Kogod School of Business   2009 — 2013

Jason Heo Jason Heo Greater New York City Area Details
Jason Heo's Atlantic Partners Financial Group Experience November 2011 - July 2012
Job Fund Accountant at MHR FUND MANAGAMENT LLC
Industry Accounting
Experience
MHR FUND MANAGAMENT LLC  August 2012 - April 2014
Atlantic Partners Financial Group   November 2011 - July 2012
Lipsky Goodkin & Co., P.C., CPA   February 2012 - April 2012

Education
City University of New York-Baruch College - Zicklin School of Business   2009 — 2012
Bachelor of Business Administration (B.B.A.), Accounting and Finance, 3.8

Yonsei University   2010 — 2010
Business Administration and Management, General

Anojan Rudra Anojan Rudra Flushing, New York Details
Anojan Rudra's Atlantic Partners Financial Group Experience May 2012 - August 2012
Job Intern at The Wall Street Transcript
Industry
Experience
AXA Advisors  July 2012 - August 2012
Atlantic Partners Financial Group   May 2012 - August 2012
Immigrant Center of Empowerment Training   February 2010 - June 2011
U.S. Department of Commerce   January 2010 - June 2010

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Fundraising

Education
Baruch College   2008 — 2013

Sean Erkinov Sean Erkinov Greater New York City Area Details
Sean Erkinov's Atlantic Partners Financial Group Experience September 2011 - December 2011
Job M.S. in Computational Finance (MSCF) Candidate at Carnegie Mellon University
Industry Financial Services
Experience
DRW Trading Group  January 2015 - July 2015
Chopper Trading, LLC  July 2014 - July 2015
Student Academic Consulting Center (SACC)   March 2012 - May 2014
Goldman Sachs  June 2013 - August 2013
Verizon  June 2012 - August 2012
Atlantic Partners Financial Group   September 2011 - December 2011

Education
Carnegie Mellon University - Tepper School of Business   2015 — 2016
Master’s Degree, Computational Finance

Baruch College   2010 — 2014
B.B.A., Statistics and Quantitative Modeling at Baruch College - Zicklin School of Business

Stepan Remezkov Stepan Remezkov Hempstead, New York Details
Stepan Remezkov's Atlantic Partners Financial Group Experience February 2013 - May 2013
Job Студент (Hofstra University)
Industry Higher Education
Experience
Alfa-Bank  July 2013 - August 2013
Atlantic Partners Financial Group   February 2013 - May 2013
Black Sea Financial Company   November 2011 - January 2012
Black Sea Financial Company   September 2011 - November 2011

Skills
Basel II, Basel III, Risk Management, Financial Risk, Credit Risk, Investments, Microsoft Excel, Microsoft Office, Finance, Financial Analysis, Financial Modeling

Education
   2010 — 2014
Bachelor of Business Administration, Finance

Valley Forge Military Academy
High School Diploma

CATS Canterbury College Canterbury
GCSE Diploma