Bleakley Financial Group

Description

Address: 100 Passaic Ave #300, Fairfield, NJ 07004 Phone: (973) 575-4180: : : Category: Place name: Website: : : : Hours: Website: http://www.bleakley.com/ Category: Insurance agency Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Bleakley Financial Group Posting publicly on the Web Write a review Reviews 2 Google reviews

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Bleakley Financial Group Employees

Employee
Years
Job
Industry
Allie Rosenberg Allie Rosenberg Greater New York City Area Details
Allie Rosenberg's Bleakley Financial Group Experience May 2015 - August 2015
Job Project Manager at Bentley ServiceLearning Center
Industry Financial Services
Experience
Bleakley Financial Group   May 2015 - August 2015
US Lacrosse  March 2011 - June 2015
Sky Zone Franchise Group  June 2014 - August 2014
Kinnelon Borough   June 2011 - July 2014
YoFresh Frozen Yogurt Cafe   January 2013 - November 2013
Rita's Italian Ice  March 2011 - October 2012

Skills
Team Leadership, Critical Thinking, Mathematics, Analytical Skills, Public Speaking, Microsoft Word, PowerPoint, Time Management, Social Networking, Organizational Design, Social Media, Leadership, Management

Education
Bentley University   2014 — 2018
Sophomore

Kinnelon High School   2010 — 2014

Laura Negroni Laura Negroni Fairfield, New Jersey Details
Laura Negroni's Bleakley Financial Group Experience March 2013 - Present
Job Investment Assistant at Bleakley Financial Group
Industry Financial Services
Experience
Bleakley Financial Group   March 2013 - Present
Pershing, a BNY Mellon company  August 1993 - September 2010

Skills
Investments, Wealth Management, Retirement Planning, Mutual Funds, Series 7, Strategic Financial..., Portfolio Management, Asset Allocation, Financial Analysis, Equities, Series 63, Securities

Education
Middlesex County College

Jon Betlow Jon Betlow Greater New York City Area Details
Jon Betlow's Bleakley Financial Group Experience June 1993 - Present
Job CFP, CLU, ChFC Bleakley Financial Group
Industry Financial Services
Experience
Bleakley Financial Group   June 1993 - Present

Skills
Series 7

Education
University of Michigan - Stephen M. Ross School of Business   1989 — 1993
BBA, Finance

Reed Finney CFP ®, CLU® Reed Finney CFP ®, CLU® Greater New York City Area Details
Reed Finney CFP ®, CLU®'s Bleakley Financial Group Experience 1985 - Present
Job Principal/Wealth Managment Adviser at Bleakley Financial Group
Industry Financial Services
Experience
Bleakley Financial Group   1985 - Present

Education
Lehigh University - College of Business and Economics   1981 — 1985
finance

Mountain Lakes High School and Suffield Academy   1977 — 1981

Guy Germinario III Guy Germinario III Fairfield, New Jersey Details
Guy Germinario III's Bleakley Financial Group Experience November 2013 - Present
Job Financial Advisor at Bleakley Financial Group
Industry Financial Services
Experience
Bleakley Financial Group   November 2013 - Present
Northwestern Mutual  November 2013 - February 2015
Northwestern Mutual  April 2013 - January 2014
Stryker  August 2012 - January 2013
Grand Homes and Properties   January 2006 - August 2011

Skills
Finance, Financial Analysis, Accounting, Strategic Financial..., Data Analysis, Invoicing, Financial Planning, Retirement Planning, Insurance, Portfolio Management, Financial Modeling, Risk Management, Wealth Management, Asset Management

Education
Fordham University   2009 — 2014
Bachelor's degree, Finance

Don Bosco Prepatory   2004 — 2008
College Prep

Nick Cerminaro Nick Cerminaro Greater New York City Area Details
Nick Cerminaro's Bleakley Financial Group Experience March 2012 - Present
Job Financial Advisor at Bleakley Financial Group
Industry Financial Services
Experience
Bleakley Financial Group   March 2012 - Present
Cerminaro Construction Inc.   June 2006 - December 2011

Skills
Retirement Planning, Finance, Investments, Strategic Financial..., Financial Analysis, Estate Planning, Succession Planning, Charitable Gift Planning, Strategic Employee...

Education
University of Scranton   2009 — 2013
Business Administration and Management, General, Senior

Scranton High School   2005 — 2009

Matthew Millahn Matthew Millahn Greater New York City Area Details
Matthew Millahn's Bleakley Financial Group Experience June 2015 - Present
Job Client Service Associate at Bleakley Financial Group
Industry Financial Services
Experience
Bleakley Financial Group   June 2015 - Present
HSBC Securities  October 2013 - June 2015
Wells Fargo  January 2013 - October 2013
Morgan Stanley  March 2012 - January 2013
Bank of America  September 2007 - March 2012

Skills
Personal Financial..., Customer Service, Team-oriented, Estate Planning, College Education..., Microsoft Office, Strategic Financial..., Financial Advisory, Sales, Asset Allocation, Notary Public, Personal Banking, Public Speaking, Series 7, Uniform Combined State..., Equities, Fixed Income, Mutual Funds, ETFs, Retirement Planning, Life Insurance, Credit, Investments, Loans, Financial Services, Finance, IRAs, Financial Planning

Education
Ramapo College of New Jersey-Anisfield School of Business(AACSB Accredited)   2008 — 2010
Bachelor of Sciences, Business Administration and Management, General

County College of Morris   2005 — 2007
Associates of Arts, Business Administration, Liberal Arts and Sciences

Kinnelon High School   2001 — 2005

Jesse Giunta Jesse Giunta Greater New York City Area Details
Jesse Giunta's Bleakley Financial Group Experience December 2012 - Present
Job Assistant to Andy Schwartz at Bleakley Financial Group
Industry Financial Services
Experience
Bleakley Financial Group   December 2012 - Present
Bleakley Financial Group   November 2009 - November 2012
Bleakley Financial Group   June 2009 - October 2009

Education
Quinnipiac University - School of Business   2005 — 2009
Bachelor of Science, Finance

Evan Imfeld Evan Imfeld Greater New York City Area Details
Evan Imfeld's Bleakley Financial Group Experience May 2014 - Present
Job Registered Sales Associate at Bleakley Financial Group
Industry Financial Services
Experience
Bleakley Financial Group   May 2014 - Present

Education
Montclair State University   2011 — 2014
Bachelor's Degree, Banking, Corporate, Finance, and Securities Law, 3.81

Dianna Gons Dianna Gons Birmingham, Alabama Area Details
Dianna Gons's Bleakley Financial Group Experience September 2014 - June 2015
Job Financial Assistant at Northwestern Mutual
Industry Insurance
Experience
Northwestern Mutual  July 2015 - Present
Artemis and Arts   October 2007 - Present
Bleakley Financial Group   September 2014 - June 2015
The GMS Group  September 2012 - August 2014
StormHarbour Securities  July 2011 - September 2012
TG Designs   July 1999 - June 2009
Chiropractic & Rehab Center   December 2003 - February 2008

Skills
Painting, Microsoft Office, Art, Microsoft Excel, Adobe Creative Suite, Oil Painting, Advertising, Graphic Design, Photography, Illustrator, Broker Support, Sales..., Life Insurance, Disability Insurance, Long Term Care Insurance, Investments, Underwriting, Onboarding, Photoshop, Fine Art, Illustration, Sculpture, Drawing, Visual Arts, Creative Writing, Management

Education
School of Visual Arts   2007 — 2009
Illustration

William Paterson University of New Jersey   2002 — 2004
Bachelor of Arts (BA), Communications major, Psychology minor

Frank Lepore Frank Lepore Greater New York City Area Details
Frank Lepore's Bleakley Financial Group Experience March 2015 - Present
Job Managing Director at Bleakley Financial Group
Industry Financial Services
Experience
Bleakley Financial Group   March 2015 - Present
Northwestern Mutual  December 2003 - February 2015
Northwestern Mutual  April 2003 - December 2003
Merrill Lynch  May 2002 - April 2003

Education
Montclair State University   1999 — 2003
Business, Finance

Daniel Aguanno, CFP ® Daniel Aguanno, CFP ® Greater New York City Area Details
Daniel Aguanno, CFP ®'s Bleakley Financial Group Experience April 2007 - Present
Job Financial Advisor at Bleakley Financial Group
Industry Financial Services
Experience
Bleakley Financial Group   April 2007 - Present

Skills
Investments, Strategic Financial..., Insurance, Portfolio Management, Retirement Planning, Asset Allocation, Series 63, Series 7, Financial Analysis, Customer Service, Leadership, Financial Planning

Education
Rutgers University-New Brunswick
Economics

Jack D Cooney Jr, CPA, CLU® Jack D Cooney Jr, CPA, CLU® Greater New York City Area Details
Jack D Cooney Jr, CPA, CLU®'s Bleakley Financial Group Experience February 2015 - Present
Job Principal/Financial Planner at Bleakley Financial Group
Industry Financial Services
Experience
Bleakley Financial Group   February 2015 - Present
Bleakley,Schwartz,Cooney & Finney, LLC   1986 - February 2015

Skills
Financial Planning, Finance, Investments, Insurance, Management, Financial Services, Mutual Funds, Strategic Planning, Accounting, Sales, Public Speaking, Wealth Management, Financial Analysis, Portfolio Management, Customer Service, Retirement Planning, Disability Insurance, Strategic Financial..., New Business Development, Estate Planning, Retirement, Financial Planners, Marketing, Asset Managment, Fundraising, Leadership, Social Media Marketing, Nonprofits

Education
Stonehill College

The Delbarton School

Marc Leen Marc Leen New York, New York Details
Marc Leen's Bleakley Financial Group Experience 2014 - Present
Job Chief Operating Officer at Bleakley Financial Group
Industry Executive Office
Experience
Bleakley Financial Group   2014 - Present
Tribeca Oven Inc.  2013 - 2015
Moses & Singer LLP  2011 - 2013
Darby & Darby  2008 - 2011
Mark Four Enterprises, Inc.   1994 - 2008
Mandelbaum Salsburg  1991 - 1994
Greenbaum, Rowe, Smith & Davis LLP   1990 - 1991

Skills
M&A due diligence, P&L Management, Corporate Governance, Financial Management, Strategic Planning, Budgeting, Business Intelligence, Business Planning, Business Management, Change Management, Contract Negotiation, Financial Analysis, Leadership Development, Mergers, Operations Management, Optimization, Planning, Real Estate, Risk Management, Team Leadership, Marketing Strategy, Crisis Management, Corporate Turnaround, Increasing Revenue, Dissolution, Margin Enhancement, EBITDA Improvement, Liquidity Management, Cost Containment, Construction, Remodeling, Direct Response..., Lead Generation, Web Strategy, Workflow Optimization, Professional Services, Process Improvement, Due Diligence, Budgets, Management, Project Planning, Mergers & Acquisitions, Negotiation, New Business Development, Managerial Finance, Start-ups, Leadership, Recruiting, Training, Finance

Education
New York Law School   1987 — 1990
Juris Doctor, Law

Boston University - School of Management   1982 — 1986
BSBA, Finance

Thomas Campana, CFP® Thomas Campana, CFP® Greater New York City Area Details
Thomas Campana, CFP®'s Bleakley Financial Group Experience June 2007 - Present
Job Wealth Management Advisor at Bleakley Financial Group
Industry Financial Services
Experience
Bleakley Financial Group   June 2007 - Present
Northwestern Mutual  June 2007 - March 2015
Kappa Sigma Fraternity  2004 - 2007
Becton Dickinson  2006 - 2006
Cendant  2005 - 2005

Skills
Asset Allocation, Bloomberg, Asset Management, Customer Service, Equities, Finance, Financial Analysis, Fixed Annuities, Financial Modeling, Fixed Income, Time Management, Investments, Selling, Retirement Planning, Project Planning, Series 63, Series 7, Wealth Management, Mutual Funds, Portfolio Management, Insurance, Strategic Financial..., Risk Management, Securities, Microsoft Office, Sales, Strategic Planning, Mortgage Lending, Retirement

Education
Boston University
Bachelor's, Economics and Business Administration

Paul Magistro Paul Magistro Greater New York City Area Details
Paul Magistro's Bleakley Financial Group Experience 1999 - Present
Job Wealth Mangement
Industry Financial Services
Experience
Bleakley Financial Group   1999 - Present
US Army  September 1991 - March 2012
Republic Bank  July 1993 - 1999
Republic National Bank  July 1993 - 1999

Skills
Command, Leadership, Public Speaking, Army, Government, Military Operations, Defense, Military, Security Clearance, Military Experience, Contract Negotiation, National Security, Risk Management, Microsoft Office, Criminal Law, Legal Research, Strategic Planning, Legal Writing, Sales, Intelligence Analysis, Six Sigma, Operations Management

Education
Brooklyn Law School   1998 — 2001
JD, Law

Baruch College, City University of New York (CUNY)   1996 — 2001
MBA, Business Administration

The Citadel   1989 — 1993
BA, Spanish

The Citadel   1989 — 1993
BS, Business Administration

Judy Jarmel Judy Jarmel Greater New York City Area Details
Judy Jarmel's Bleakley Financial Group Experience February 2015 - Present
Job Marketing Director at Bleakley Financial Group
Industry Financial Services
Experience
Bleakley Financial Group   February 2015 - Present
Northwestern Mutual  2009 - February 2015
Prime Realty NJ   March 2005 - August 2009
Prime Realty NJ   March 2005 - August 2009

Skills
Real Estate, Microsoft Office, Marketing, Management, Social Media, Event Planning, Long Term Care Insurance, Process Improvement, Disability Insurance, Insurance, Life Insurance, Sales, Social Networking, Public Speaking, Business Analysis, Team Building, Selling, Finance, Start-ups

Education
University of Bridgeport   1984 — 1988
Retail Management/Marketing

David Mecca David Mecca Greater New York City Area Details
David Mecca's Bleakley Financial Group Experience May 2012 - Present
Job Financial Advisor at Bleakley Financial Group
Industry Financial Services
Experience
Bleakley Financial Group   May 2012 - Present

Education
Bond University

Anthony Holden Anthony Holden Fairfield, New Jersey Details
Anthony Holden's Bleakley Financial Group Experience January 2014 - Present
Job Associate Director of Investment Research at Bleakley Financial Group
Industry Financial Services
Experience
Bleakley Financial Group   January 2014 - Present
Bleakley Financial Group   December 2011 - Present
Wells Fargo Advisors  April 2006 - April 2012
Caldwell College  August 1999 - April 2006

Education
The University of Texas at Austin   1994 — 1998
BA, Mathematics