Center for Wealth Preservation

Description

Address: 202W, 6800 Jericho Turnpike, Syosset, NY 11791 Hours: Closed ⋅ Opens 8:30AM Friday8:30AM–4:30PMSaturdayClosedSundayClosedMonday8:30AM–4:30PMTuesday8:30AM–4:30PMWednesday8:30AM–4:30PMThursday8:30AM–4:30PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (516) 364-4203: : : Place name: Category: : Website: : : Website: http://cwpmetro.com/ Category: Financial Planner 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. Questions & answers Ask a questionBe the first to ask a question

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Center for Wealth Preservation Employees

Employee
Years
Job
Industry
David Cinelli David Cinelli Greater New York City Area Details
David Cinelli's Center for Wealth Preservation Experience 2008 - 2008
Job Vice PresidentBranch Manager Astoria Bank
Industry Banking
Experience
Astoria Bank  May 2015 - Present
HSBC  March 2013 - May 2015
JPMorgan Chase  November 2008 - November 2012
JPMorgan Chase  November 2008 - November 2012
Exit Realty Partners/US One Mortgate   November 2005 - July 2008
Center for Wealth Preservation   2008 - 2008

Skills
New Business Development, Commercial Banking, Retail Banking, Sales Management, Wealth Preservation, Investments, Portfolio Management, Relationship Management, Wealth Management..., Business Development, Management, Banking, Commercial Lending, Credit, Finance, Financial Services, Loans, Mortgage Lending, Strategic Financial..., Wealth Management

Education
Marist College
BS, Business Management & Communications

Sharise Beatong-Hall, MBA Sharise Beatong-Hall, MBA Greater New York City Area Details
Sharise Beatong-Hall, MBA's Center for Wealth Preservation Experience March 2013 - January 2015
Job Accounting Professional and Financial Planner
Industry Financial Services
Experience
SBH Financial Services   March 2008 - Present
Center for Wealth Preservation   March 2013 - January 2015
New York Life Insurance Company  November 2011 - May 2013
Sleepy's  June 2007 - November 2011
Bank of New York/ JPMorgan Chase   May 2004 - May 2007

Skills
Small Business, Finance, Insurance, Strategic Financial..., Financial Services, Tax, Financial Analysis, Leadership, Customer Service, Retirement, QuickBooks, Investments, Life Insurance, Accounting, Accounts Payable, Business Planning, Employee Benefits, Microsoft Excel, Budgets, Securities, Risk Management, Mutual Funds, Financial Planners, Retirement Planning, Time Management, Financial Statements, Estate Planning, 401k, Fixed Annuities, Health Insurance, Disability Insurance, Analysis, Wealth Management, Investment Advisory, Bookkeeping, Payroll, General Ledger, Account Reconciliation, Invoicing, Financial Reporting, Series 63, Financial Advisory, Long-term Care, Series 6, Mortgage Lending, Business, Auditing, Accounts Receivable, Access, Tax Preparation

Education
State University of New York College at Old Westbury
Bachelor of Science (B.S.), Accounting

University of Phoenix
Master of Business Administration (MBA), Business Administration and Management, General

MALVERNE HIGH SCHOOL

Alex Telacki Alex Telacki Port Washington, New York Details
Alex Telacki's Center for Wealth Preservation Experience September 2012 - May 2014
Job Financial Services Professional at Center for Wealth Preservation
Industry Financial Services
Experience
Center for Wealth Preservation   September 2012 - May 2014
Wells Fargo Advisors  October 2009 - August 2011

Skills
Customer Service, Insurance, Strategic Planning, Team Building, Life Insurance, Microsoft Excel, Analysis, Microsoft Office, Financial Services

Education
University of Maryland College Park   2008 — 2012
Bachelor's degree, Economics

Paul D. Schreiber High School

Janae Bloom Janae Bloom Greater New York City Area Details
Janae Bloom's Center for Wealth Preservation Experience September 2013 - November 2014
Job Human Resources at Festo
Industry Human Resources
Experience
Festo  November 2014 - Present
Center for Wealth Preservation   September 2013 - November 2014

Skills
Retirement Planning, Insurance, Employee Benefits, Wealth Management, Retirement, Estate Planning, 401k, Human Resources, Management

Education
State University of New York at Stony Brook   2013 — 2016
Master's Degree, Human Resources Management

State University of New York at Albany   2008 — 2012
Bachelor of Arts (BA), Psychology

Saint Anthony's High School   2004 — 2008

Christian Holloway Christian Holloway West Hempstead, New York Details
Christian Holloway's Center for Wealth Preservation Experience June 2012 - August 2012
Job Financial Analyst at Bank of America
Industry Financial Services
Experience
Bank of America  June 2015 - Present
Network Infrastructure Inc   May 2013 - August 2013
Center for Wealth Preservation   June 2012 - August 2012
Network Infrastructure Inc   June 2010 - August 2010

Skills
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Access, Minitab Statistical..., Basic Knowledge of..., Bloomberg, Stock-Trak Simulation..., Oanda Currency Trading...

Education
University of Delaware - Lerner College of Business and Economics   2011 — 2015
Bachelor’s Degree, Finance Major / International Business and Economics Minors

Chaminade High School   2007 — 2011

Jeffrey Kryjak Jeffrey Kryjak Greater New York City Area Details
Jeffrey Kryjak's Center for Wealth Preservation Experience 2014 - Present
Job Financial Services Professional We'll Help You Get There
Industry Financial Services
Experience
Center for Wealth Preservation   2014 - Present
Kryjak Marketing Consulting   2013 - 2014
Overseas Military Sales Group  2010 - 2013
Overseas Military Sales Group  2006 - 2009
Overseas Military Sales Group  2000 - 2006
Avis Budget Group  1994 - 1999
Greenstone Roberts Advertising  1993 - 1994
Saatchi & Saatchi  1992 - 1993
FCB Leber Katz   1989 - 1992

Skills
Integrated Marketing, Direct Marketing, Product Marketing, Strategy, Marketing Communications, Digital Marketing, Advertising, Marketing, Management, Marketing Strategy, Market Planning, Analytics, Business Development, E-commerce, New Business Development, Corporate Communications, Strategic Planning, Online Advertising, Financial Planning

Education
Island Trees

Dowling College
Master of Business Administration (MBA), Corporate Finance, 3.95 GPA

LIU Post
Bachelor of Science (B.S.), Marketing, 4.0 GPA

Stony Brook University
Certificate in Project Management

Kellie Forst Kellie Forst Hicksville, New York Details
Kellie Forst's Center for Wealth Preservation Experience August 2012 - July 2013
Job Job Developer
Industry Nonprofit Organization Management
Experience
NADAP  December 2013 - Present
Center for Wealth Preservation   August 2012 - July 2013
Clear Channel Communications  2007 - 2008

Skills
Social Media, PeopleSoft, Process Scheduler, Human Resources, Sales, Advertising, Community Outreach, Employee Relations, Facebook, Office Administration, Training, Management, Leadership, Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Outlook, Youth Mentoring, Youth Programs, Youth Leadership, Time Management, Highly detail oriented, Entrepreneurship, Finance, Onboarding, Organizational..., Sales Management

Education
Saint Joseph's College   2005 — 2007
Bachelor of Arts (B.A.), Human Relations and Research Methods

Farmingdale State University of New York   2003 — 2005
Associate's degree, Liberal Arts and Sciences, General Studies and Humanities

Robert Silver Robert Silver Greater New York City Area Details
Robert Silver's Center for Wealth Preservation Experience February 2010 - Present
Job Center for Wealth Preservation
Industry Financial Services
Experience
Center for Wealth Preservation   February 2010 - Present
Waldman Diamond Company   January 2002 - February 2010
M. Fabrikant & Sons   August 1996 - December 2001

Skills
Whole Life Insurance, Surviorship Life..., Term Life Insurance..., Disability Income..., Long Term Care Insurance, Estate Planning, Business Planning -..., Insurance Audits, Executive Compensation..., Disability Insurance, Whole Life, Key Person Insurance, Customer Service, Buy-sell Agreements, Financial Services, Sales, Retail, Small Business, Long-term Care, Retirement Planning, Retirement, Employee Benefits, Financial Planners, Insurance, Business, Business Planning, Leadership, Strategy, Marketing, Selling, Management, Business Development, Executive Management, CRM, New Business Development, Financial Planning

Education
Hofstra University
Business, Marketing

Gemological Institute of America-New York
Graduate Gemologist, Diamonds, Colored Stones, Pearls

Amandeep Cattry Amandeep Cattry Greater New York City Area Details
Amandeep Cattry's Center for Wealth Preservation Experience May 2011 - September 2011
Job Sole Proprietor at 7Eleven
Industry Management Consulting
Experience
7-Eleven  April 2013 - Present
Lakhi General Contracting Inc.   May 2008 - April 2013
Center for Wealth Preservation   May 2011 - September 2011

Education
Bentley University   2008 — 2012
Bachelor of Science, Management, Dual Liberal Studies; Ethics and Social Responsibility, 3.43

RMIT University   2010 — 2011
Marketing/Marketing Management, General

Oyster Bay High School   2004 — 2008

Nadia Delpozo Nadia Delpozo Greater New York City Area Details
Nadia Delpozo's Center for Wealth Preservation Experience March 2013 - September 2013
Job Citigold Private Client Relationship Manager at Citi
Industry Banking
Experience
Citi  September 2013 - Present
Center for Wealth Preservation   March 2013 - September 2013
North Shore Financial Group, An Office of MetLife  December 2008 - December 2012
Digital Brand Marketing Education   2010 - 2012

Skills
Wealth Management, Financial Planning, Mutual Funds, Retirement Planning, Fixed Annuities, Retirement, Disability Insurance, Long-term Care, Investments, IRAs, 401k Rollovers, Estate Planning, Life Insurance, Series 63, Financial Advisory, Financial Planners, Asset Allocation, 401k, Pensions, Series 6, Securities, Strategic Financial...

Education
Саратовский Государственный Социально-Экономический Университет / Saratov State Socio-Economic University   2001 — 2007
International Economics, marketing and finance, MA

Justin Scheckner, CFP® Justin Scheckner, CFP® Greater New York City Area Details
Justin Scheckner, CFP®'s Center for Wealth Preservation Experience June 2009 - November 2013
Job Vice President at Wexford Financial Strategies/ NFLPA Registered Player Financial Advisor
Industry Investment Management
Experience
Wexford Financial Strategies   November 2013 - Present
Center For Wealth Preservation   June 2009 - November 2013
AllianceBernstein  August 2007 - March 2009
Neuberger Berman  January 2006 - July 2007
Neuberger Berman  August 2003 - December 2005
Neuberger Berman  December 2000 - July 2003
PricewaterhouseCoopers  September 1999 - November 2000

Education
Penn State   1995 — 1999
BS, Finance with High Distinction

Manalapan High School   1992 — 1995

James Ritchie James Ritchie Greater New York City Area Details
James Ritchie's Center for Wealth Preservation Experience 2011 - 2011
Job Entrepreneurial UHNW Wealth Advisor and Chartered Accountant
Industry Financial Services
Experience
Forest Hills Financial Group  February 2012 - Present
MacLeod Capital Advisors   2009 - April 2012
Center for Wealth Preservation   2011 - 2011
Sheffield Investments, New York   2007 - 2008
ING Bank, London   2004 - 2007
Commerzbank Securities, London   2002 - 2004
Nomura, London   1998 - 2001
JPMorgan, London   1997 - 1998
BZW, London   1995 - 1997
Morgan Stanley, London   1992 - 1995

Skills
Turn Around Management, Private Equity, Financial Structuring, Emerging Markets, Project Finance, Wealth Building, Wealth Preservation

Education
University of Cape Town   1979 — 1982
B.Com

St George’s Grammar School, Cape Town, South Africa   1971 — 1976
Joint Matriculation Board

Michael Trentacoste Michael Trentacoste Melville, New York Details
Michael Trentacoste's Center for Wealth Preservation Experience June 2008 - June 2009
Job VP Business Banking Relationship Manager at Santander Bank, N.A.
Industry Banking
Experience
Santander Bank, N.A.   May 2014 - Present
Santander Bank, N.A. (formerly Sovereign Bank)   June 2013 - May 2014
Chase Bank  October 2009 - May 2013
Chase Investment Services Corporation  October 2009 - March 2011
Center for Wealth Preservation   June 2008 - June 2009
J.P. Turner & Company, LLC   January 2008 - July 2008

Skills
Business Banking Options, Business Cash Flow..., Business Lending, SBA Lending, Credit Analysis, Credit, Portfolio Management, Commercial Banking, Commercial Lending, Credit Risk, Cross Selling, Lines Of Credit, Small Business Lending, Loan Origination, Banking, Relationship Management, Cash Management, Commercial Mortgages, Financial Risk, Loans, Mortgage Lending, Financial Analysis, SBA

Education
State University of New York at Old Westbury   2006 — 2008
BS Business Administration, Finance & Business Management

State University of New York at Stony Brook   2004 — 2006
Bachelor of Science (BS), Business Administration & Finance

David Gordon Ulmer David Gordon Ulmer Greater New York City Area Details
David Gordon Ulmer's Center for Wealth Preservation Experience January 2009 - Present
Job Estate & Financial Services Professional Center for Wealth Preservation
Industry Financial Services
Experience
Center for Wealth Preservation   January 2009 - Present
Signator Investors, Inc / John Hancock Financial   January 1994 - January 2009
Pfizer  1974 - 1983

Skills
Long Term Care, Insurance, Retirement, Securities, Protection, Disability Insurance, Retirement Planning, Estate Planning, Mutual Funds, Annuities, Succession Planning, Wealth Management, Wealth, Business Planning, Wealth Accumulation, Wealth Preservation

Education
Howard University   1969 — 1973
BS, Chemistry/Zoology

MALVERNE

Jesse Mackey Jesse Mackey Greater New York City Area Details
Jesse Mackey's Center for Wealth Preservation Experience January 2007 - November 2007
Job Principal, Investment Officer of 4Thought Financial Group, Inc., Syosset, Long Island, New York
Industry Financial Services
Experience
4Thought Financial Group, Inc., Syosset, Long Island, New York   August 2009 - Present
Park Avenue Securities  November 2007 - March 2012
National Network of Accountants Investment Advisors, Inc., Long Island, New York   November 2007 - March 2010
Center for Wealth Preservation   January 2007 - November 2007
AXA Distributors, LLC  January 2003 - May 2004
JPMorgan Chase  June 2002 - December 2002

Education
Thunderbird School of Global Management   2005 — 2006
MBA, International Development, International Securities Investment, Entrepreneurship

Colgate University   1998 — 2002
BA, Economics

Jack Epstein Jack Epstein Melville, New York Details
Jack Epstein's Center for Wealth Preservation Experience August 2008 - July 2013
Job Financial Advisor at DiPaola Financial Group
Industry Financial Services
Experience
Dipaola Financial Group  July 2013 - Present
Center for Wealth Preservation   August 2008 - July 2013
Prudential Financial  October 2004 - August 2008
Maxi/Micro Inc.   November 1981 - July 2004
InfoTech Consulting  June 1990 - October 1995
Booz Allen & Hamilton  October 1971 - October 1981

Skills
Life Insurance, Long Term Care Insurance, Disability Insurance, Retirement, Financial Services, Fixed Annuities, Employee Benefits, Health Insurance, Business Continuity..., Employee Benefit and..., 401k, Business Continuation..., Retirement Planning, Estate Planning, Financial Planners, Wealth Management, Asset Management, Mutual Funds, Investment Advisory, Series 63, Financial Analysis, Estate Strategies, Asset Allocation, Investment Strategies, Equities, IRAs

Education
Rensselaer Polytechnic Institute   1956 — 1964
M. Management Engineering, Marketing

James Madison HS   1954 — 1956

Brian D. Alchermes Brian D. Alchermes Greater New York City Area Details
Brian D. Alchermes's Center for Wealth Preservation Experience May 2014 - Present
Job Personal Estate & Business Advisor, Center for Wealth Preservation
Industry Financial Services
Experience
Center for Wealth Preservation   May 2014 - Present
New York Life Insurance Company  July 2011 - April 2014
Prudential Financial  April 2010 - June 2011
At Your Service Catering & Event Design   January 2007 - April 2010

Skills
Analysis, Insurance, Finance, Retirement Planning, Securities, Retirement, Fixed Annuities, Accounting, Tax, Financial Services, Long-term Care, FINRA, Investments, Strategic Financial..., Access, Financial Planning, Business Planning, Disability Insurance, Life Insurance, Long Term Care Insurance, Wealth Management

Education
Johnson & Wales University   2001 — 2003
BS Sports Entertainment/Event Management, Business

Nassau Community College   1999 — 2001
Associate's degree, Liberal Arts and Sciences/Liberal Studies

St. Dominic High School   1995 — 1999

Sarah Reusch Sarah Reusch Greater New York City Area Details
Sarah Reusch's Center for Wealth Preservation Experience 2006 - 2006
Job Strategic Finance Professional
Industry Aviation & Aerospace
Experience
Pratt & Whitney  January 2014 - Present
LPL Financial  June 2012 - September 2013
LPL Financial  August 2010 - July 2012
San Diego County Regional Airport Authority  December 2009 - March 2010
Chicago Transit Authority  February 2009 - November 2009
Chicago Transit Authority  October 2007 - February 2009
Renewal by Andersen  March 2006 - August 2008
Entrust Chicago   January 2007 - September 2007
Center for Wealth Preservation   2006 - 2006

Skills
Financial Analysis, Budgets, Accounting, Forecasting, Strategic Planning, Microsoft Excel, PowerPoint, Finance, Financial Modeling, Process Improvement, Project Management, Customer Service, Data Analysis, Research, Microsoft Office, Financial Reporting, Analysis, Performance Management, Marketing, Management, Business Analysis, Risk Management, Strategic Financial..., Leadership, Access, Investments, Business Strategy

Education
West Leyden

University of Illinois at Chicago   2003 — 2006
B.A, Economics, Spanish

UC San Diego Extension   2013 — 2014
Finance Certificate

Jeffrey R. Silverman, JD*, CFP® Jeffrey R. Silverman, JD*, CFP® Greater New York City Area Details
Jeffrey R. Silverman, JD*, CFP®'s Center for Wealth Preservation Experience February 2008 - Present
Job Wealth Management and Estate Planning. *Licensed, not practicing on behalf of MML Investors Services LLC
Industry Financial Services
Experience
Center for Wealth Preservation   February 2008 - Present
Law Offices of Jeffrey R. Silverman   1989 - 2008

Skills
Retirement, Financial Planning, Disability Income...

Education
St. John's University School of Law   1983 — 1986
JD, Law

University at Albany, SUNY   1979 — 1983
BS, Economics

Mitch Weisbrot, CLU, ChSNC Mitch Weisbrot, CLU, ChSNC Greater New York City Area Details
Mitch Weisbrot, CLU, ChSNC's Center for Wealth Preservation Experience May 2011 - Present
Job Financial Services Professional at the Center for Wealth Preservation
Industry Financial Services
Experience
Center for Wealth Preservation   May 2011 - Present
Northwestern Mutual Financial Network  September 1994 - May 2011
Rock-A-My Baby   November 1984 - August 1994

Skills
Securities, Strategic Financial..., Retirement Planning, Long Term Care Insurance, Insurance, Customer Service, Disability Insurance, Wealth Management..., Retirement, Estate Planning, Finance, Financial Services, Series 63, Series 7

Education
State University of New York College at Oswego   1974 — 1978

Colin Brady Colin Brady Syosset, New York Details
Colin Brady's Center for Wealth Preservation Experience December 2013 - Present
Job Financial Advisor at The Greco Planning Group
Industry Financial Services
Experience
The Greco Planning Group   2015 - Present
Center for Wealth Preservation   December 2013 - Present
NYLIFE Securities LLC  June 2011 - December 2013
A1 Roofing   May 2009 - May 2011

Skills
Retirement Planning, Protection..., Estate Planning, 401k Rollovers, Wealth Preservation..., Multi-generational..., Life Insurance, Insurance, Key Person Protection, Annuity Sales, IRAs, Wealth Management, Securities, Finance, Strategic Financial..., Financial Planning, Retirement

Education
Pace University - Lubin School of Business   2007 — 2011
BA, Management

Northport High School

Marie Cantone Marie Cantone Greater New York City Area Details
Marie Cantone's Center for Wealth Preservation Experience December 2010 - January 2012
Job Insurance Consultant
Industry Financial Services
Experience
Family Financial Services   February 2012 - Present
Center for Wealth Preservation   December 2010 - January 2012
Guardian  October 2007 - December 2010
Maui Wowi Hawaiian Coffees and Smoothies Franchise   June 2002 - October 2007

Skills
Social Media, Public Speaking, Personal Financial..., Marketing, Small Business, Team Building, Disability Insurance, Strategic Financial..., Employee Benefits, Leadership, Insurance, Nonprofits, Sales Management, Negotiation, Fundraising, Social Networking, Leadership Development, Start-ups, Financial Services, New Business Development, Project Planning

Education
Farmingdale State University of New York
Associate's degree, Marketing

Hofstra University

Amit Sur, Ph. D., CFP®, LUTCF Amit Sur, Ph. D., CFP®, LUTCF Greater New York City Area Details
Amit Sur, Ph. D., CFP®, LUTCF's Center for Wealth Preservation Experience January 2014 - Present
Job Financial Services Professional at Center for Wealth Preservation
Industry Financial Services
Experience
Center for Wealth Preservation   January 2014 - Present
MetLife  September 2010 - December 2013
Morgan Stanley  December 2007 - June 2009
AXA Equitable  1998 - 2007
JP Morgan Chase  1995 - 1998
Chemical Bank  1988 - 1995
Citibank  1984 - 1988

Skills
Risk Management, Financial Services, Portfolio Management, Finance, Business Analysis, Insurance, Disability Insurance, Asset Allocation, Small Business, Retirement, Program Management, Vendor Management, Financial Risk, Retirement Planning, Employee Benefits, Analysis, Strategic Financial..., Investments, Securities, Mutual Funds, SDLC, Fixed Annuities, Series 7, Wealth Management, Asset Management, Team Building, Strategic Planning, Financial Modeling, Process Improvement, Banking, Estate Planning, Strategy, Life Insurance, Management, Business Planning, Equity Research, Financial Planning, Leadership, Financial Analysis, Business Process..., Equities, Relationship Management, Financial Advisory

Education
New York University - Polytechnic School of Engineering   1978 — 1981
M. S., Computer Science

University of Pittsburgh   1969 — 1975
Ph.D., Physics

Kolkata University   1966 — 1969
Master of Science (M.Sc.), Physics

Hindu School

Hindu School

Karlen Velkovska Karlen Velkovska Greater New York City Area Details
Karlen Velkovska's Center for Wealth Preservation Experience March 2013 - Present
Job Administrative Assistant
Industry Financial Services
Experience
Center for Wealth Preservation   March 2013 - Present
Wellness Financial Advisors   June 2011 - December 2012
Southern Africa Sustainable Development Initiative   February 2011 - June 2011
Tammy Paxton EA, CFP   May 2010 - January 2011

Skills
Public Speaking, Marketing, Event Planning, Social Media, Customer Service, Nonprofits, PowerPoint, Microsoft Office, Research, Social Networking, Microsoft Word, Microsoft Excel, Facebook, Management

Education
Belmont University   2009 — 2012
Bachelor of Arts (B.A.), Social Entrepreneurship

University of Cape Town   2011 — 2011
Social Entrepreneurship

Claudeene Sacan Claudeene Sacan Greater New York City Area Details
Claudeene Sacan's Center for Wealth Preservation Experience January 2015 - August 2015
Job Marketing & Communications
Industry Financial Services
Experience
Center for Wealth Preservation   January 2015 - August 2015
Don Jagoda Associates  June 2013 - September 2013
Southampton Arts Festival   October 2012 - December 2012
Campus Socialite Media  September 2010 - December 2010

Skills
Public Relations, Social Media, Research, Internal Communications, WordPress, Direct Mail, Event Management, Event Planning, Microsoft Office, Marketing Communications, Sponsorship, Social Media Marketing, Corporate Branding, Publishing, Public Speaking, Photoshop, Retail, Social Networking, Advertising, Online Advertising, Marketing, Facebook, Online Marketing, Digital Media

Education
St. John's University
Bachelors of Science, Communications - PR/Marketing

St. John's University
Bachelor of Science (B.S.), Business/Corporate Communications

Patrick Kuster Patrick Kuster Greater New York City Area Details
Patrick Kuster's Center for Wealth Preservation Experience April 2010 - August 2010
Job Independent Insurance Agent, Benefits Specialist
Industry Financial Services
Experience
Independent Insurance Agent  October 2012 - Present
PointBenefit   August 2010 - August 2013
National Securities  August 2010 - May 2013
Center for Wealth Preservation   April 2010 - August 2010
JP Morgan Chase  January 2007 - April 2010

Skills
Insurance, Fixed Annuities, Annuities, 401k, Retirement Plans, Group Health, Life Insurance, Disability Insurance, Long Term Care, Special Needs Planning, Estate Planning, Executive Benefits, Retirement Planning, Mutual Funds, Wealth Management, Equities, Financial Services, Indexed Annuities, IRAs, Series 63, Small Business, Term Life Insurance, Long-term Care

Education
Stony Brook University

Sachem

Perey Rousseas Perey Rousseas Greater New York City Area Details
Perey Rousseas's Center for Wealth Preservation Experience May 2011 - August 2011
Job Research Specialist at Relationship Science
Industry Information Services
Experience
Relationship Science  January 2015 - Present
Relationship Science  June 2013 - December 2014
Center for Wealth Preservation   May 2011 - August 2011
Bath and Body Works  October 2008 - May 2011

Skills
Teamwork, Microsoft SQL Server, Data Analysis, Word Processing, Microsoft Excel, Public Speaking, Environmental Issues, Databases, Cold Calling, Research

Education
Baruch College, City University of New York (CUNY)   2015 — 2017
Master of Science (MS), Statistics

State University of New York College at Geneseo   2009 — 2013
BA, Economics and Math

Richard Paul, CFP® Richard Paul, CFP® Greater Detroit Area Details
Richard Paul, CFP®'s Center for Wealth Preservation Experience 1994 - 2000
Job Certified Financial Planner™, Radio Host & BestSelling Author
Industry Financial Services
Experience
Richard W. Paul & Associates   October 2011 - Present
The Rich Paul Show on WJR News/Talk 760 AM   July 2012 - Present
Midwest Financial Consultants, Inc.   2006 - Present
Financial Safari   October 2011 - November 2013
Fidelity Financial   2000 - 2006
Center for Wealth Preservation   1994 - 2000
Consumer Consultants   1990 - 1994

Skills
Income Planning, Financial Planning, Retirement Planning, Wealth Optimization, IRA Rollovers, 401k Rollovers, 401(k) Plans, Annuities, Asset Allocation, Financial Advising, Financial Consulting, Investment Advising, Funds Analysis, Investing, Money Management, Wealth Management, Portfolio Analysis, Estate Planning, Retirement Income..., Wealth Transfer, Insurance, Financial Planners, Asset Protection, Wealth Accumulation, Strategic Financial..., Retirement

Education
University of Detroit Mercy
CFP®, Certified Financial Planner™

Chris Lepore, MBA Chris Lepore, MBA Greater New York City Area Details
Chris Lepore, MBA's Center for Wealth Preservation Experience 2010 - 2011
Job Senior Accountant at Margolin, Winer & Evens LLP
Industry Accounting
Experience
Margolin, Winer & Evens LLP   December 2012 - Present
The Music Zoo   May 2012 - November 2012
Kofler, Levenstein, Romanotto & Co., P.C.   November 2011 - April 2012
JPMorgan Chase  June 2008 - July 2011
Center For Wealth Preservation   2010 - 2011
King Kullen  June 2007 - June 2008

Skills
Tax, Investments, Microsoft Excel, GAAP, IFRS, Real Estate, Financial Modeling, Financial Analysis, Accounting, Auditing, Financial Reporting, Financial Accounting, QuickBooks, 704(b) Basis Accounting, Strategic Financial..., 1031 Exchanges, Hedge Fund Accounting, Partnership Taxation, Tax Returns, Wealth Management, Account Reconciliation, Finance, Accounts Receivable, Hedge Funds, Accounts Payable, Real Estate Transactions, Financial Statement..., Tax Accounting, Tax Preparation, Consulting, Employee Training, ProSystem fx Tax, CCH ProSystem fx, Trusts, Fiduciary Accounting, Microsoft Office, Bookkeeping, Management, Internal Controls, Financial Statements, Income Tax, Budgets, Analysis, Financial Planning

Education
Molloy College   2011 — 2012
MBA, Accounting

Molloy College   2007 — 2011
B.S. Accounting, Accounting

Charles Ciravolo Charles Ciravolo Greater New York City Area Details
Charles Ciravolo's Center for Wealth Preservation Experience June 2007 - Present
Job Managing Director at Center for Wealth Preservation
Industry Financial Services
Experience
Center for Wealth Preservation   June 2007 - Present
Center for Wealth Preservation / Mass Mutual   2007 - Present
MetLife Financial Services  May 1989 - June 2007

Skills
Estate Planning, Strategic Financial..., Wealth Management..., Marketing, Insurance, Leadership, Recruiting, Finance, Securities, Investment Advisory, Disability Insurance, Retirement, Financial Planners, Mutual Funds, Financial Planning, Retirement Planning, Management, Life Insurance, Fixed Annuities

Education
State University of New York College at Plattsburgh   1985 — 1989
bachelors, Marketing

Walt Whitman High School   1982 — 1985

Walt Whitman High School

Greg Blum Greg Blum Greater New York City Area Details
Greg Blum's Center for Wealth Preservation Experience May 2006 - Present
Job Managing Partner at Center for Wealth Preservation
Industry Financial Services
Experience
Center for Wealth Preservation   May 2006 - Present
Lincoln Financial Group  July 1984 - July 2005

Skills
Small Business, Leadership, Securities, Financial Services, Financial Planners, Financial Advisory, Investment Advisory, Finance, Wealth, Management, Wealth Management..., Tax, Nonprofits, Investments, Wealth Management, 401k, Portfolio Management, Asset Management, Series 63, Marketing Strategy, Project Planning, Healthcare, Strategic Planning, Employee Benefits, Business Analysis, Asset Allocation, Non-profits, Financial Analysis, Sales, Financial Modeling, Asset Managment

Education
State University of New York College at Oneonta
BS, Business Economics/Accounting

Nina (Lewis) Achenbaum Nina (Lewis) Achenbaum Syosset, New York Details
Nina (Lewis) Achenbaum's Center for Wealth Preservation Experience March 2015 - Present
Job Recruiting Coordinator at Center for Wealth Preservation
Industry Financial Services
Experience
Center for Wealth Preservation   March 2015 - Present
Worldwide Branding  December 2014 - March 2015
Professional Association Services and Horizon Professional Education   September 2013 - July 2014
Consolidated Planning   October 2007 - September 2013
St. John Knits  February 2003 - August 2007
Prudential Property and Casualty Insurance  July 1986 - August 1998

Skills
Event Planning, Coaching, Recruiting, Leadership Development, Management, Succession Planning, Public Speaking, Interviews, Customer Service, Sales, Project Planning, Training, Strategic Planning, Social Media, Negotiation, Talent Acquisition, Marketing Strategy, Social Networking, Microsoft Office, Employee Benefits, Team Building, Inventory Management, Non-profits, Marketing, Nonprofits, Insurance, Leadership

Education
Adelphi University   1984 — 1986
BSW, Social Work

State University of New York College at Plattsburgh

Joan E. Zaleski Joan E. Zaleski Greater New York City Area Details
Joan E. Zaleski's Center for Wealth Preservation Experience December 2005 - March 2013
Job Financial Planner at JEZ Financial Strategies
Industry Financial Services
Experience
JEZ Financial Strategies   March 2013 - Present
Center for Wealth Preservation   December 2005 - March 2013
Sagemark Consulting  July 2002 - November 2005
Park Avenue Securities LLC  May 1999 - June 2002
Guardian Investor Services Corporation   May 1991 - May 1999
Cigna Financial Services Corp   June 1986 - May 1991

Skills
Comprehensive Financial..., Retirement Income..., Special Needs Planning, Investment Advisory..., Estate Planning, Long Term Care Plan...

Education
College of New Rochelle   1964 — 1968
Bachelor of Arts, French

Jeff Berlent Jeff Berlent United States Details
Jeff Berlent's Center for Wealth Preservation Experience August 2012 - Present
Job I'm Hiring ! Recruiting Director at Center for Wealth Preservation
Industry Financial Services
Experience
Center for Wealth Preservation   August 2012 - Present
Innovative Planning   April 2008 - January 2012
Northwestern Mutual  2003 - 2008

Skills
Entrepreneurship, Management, Recruiting, Training, Marketing, Sales, Leadership Development, Networking, Creative Writing, Writing, Public Speaking, Team Building, Teaching, Motivational Speaking, Telephone Skills, Interviews, Creative Problem Solving, Referrals, Prospecting Skills

Education
University of Hartford   1989 — 1993
Bachelor of Arts in Communication, Advertising

Oyster Bay High School   1985 — 1989

Sean Worth, LUTCF, CLTC Sean Worth, LUTCF, CLTC Greater New York City Area Details
Sean Worth, LUTCF, CLTC's Center for Wealth Preservation Experience June 2015 - Present
Job Senior Managing Associate at Center for Wealth Preservation
Industry Financial Services
Experience
Center for Wealth Preservation   June 2015 - Present
Center for Wealth Preservation/Mass Mutual LI Metro   June 2014 - Present
Center for Wealth Preservation/Mass Mutual LI Metro   June 2013 - Present
Forest Hills Financial Group/Guardian/Park Ave Securities   August 2001 - June 2013

Skills
The Living Balance Sheet, Tax, Investments, Fixed Annuities, Life Insurance, Business Development, Financial Risk, Fixed Income, Balance, Underwriting, Finance, Disability Insurance, Strategic Financial..., Risk Management, Loans

Education
Towson University   1996 — 2000
Marketing

Megan Fliegelman Megan Fliegelman Greater New York City Area Details
Megan Fliegelman's Center for Wealth Preservation Experience October 2010 - July 2012
Job Independent Consultant
Industry Public Policy
Experience
US Resilience System   September 2013 - Present
Independent  August 2013 - Present
Regional Catastrophic Planning Team   July 2012 - August 2013
Regional Catastrophic Planning Team   November 2011 - July 2012
Center for Wealth Preservation   October 2010 - July 2012
Stanford University Sports Medicine   June 2009 - June 2010

Skills
Emergency Planning, Crisis Management, Emergency Management, Research, Disaster Response, Public Speaking, Program Management, Homeland Security, Continuity of Operations, Preparedness, Strategic Planning, Exercises, Government, Microsoft Office, Emergency Services, NIMS, CBRN, Public Safety, Contingency Planning, Business Continuity..., EMS, Government Liason, Security Operations, First Responder, Counterterrorism, Hazardous Materials, Rescue, Incident Command, Physical Security, Security Management, Weapons of Mass..., Mitigation, Business Continuity, AED, Policy, Crisis Communications, Emergency, Regional Planning, Policy Analysis, Athletic Training, Disaster Recovery, Training, Community Outreach, Public Administration, Emergency Medical, Volunteer Management, Project Planning, Grants, Community Development

Education
Metropolitan College of New York   2011 — 2012
Master of Public Administration (MPA), Disaster and Emergency Management

Quinnipiac University   2004 — 2009
BS, Sports Medicine/Athletic Training

Harborfields High

James Miccio, LUTCF James Miccio, LUTCF East Setauket, New York Details
James Miccio, LUTCF's Center for Wealth Preservation Experience July 2013 - June 2014
Job Independent Insurance Representative
Industry Insurance
Experience
Freelance  July 2014 - Present
Center for Wealth Preservation   July 2013 - June 2014
Liberty Mutual Insurance  January 2012 - June 2013
Global Liberty Insurance Company  2011 - 2012
Ulster Insurance Services   February 2011 - October 2011
Allstate Insurance  July 1986 - July 2010

Skills
General Insurance, Insurance, Property & Casualty..., Commercial Insurance, Casualty, Umbrella, General Liability, Liability, Risk Management, Underwriting, Annuities, Professional Liability, Term Life Insurance, Workers Compensation, Claims, Sales Management, Inland Marine, Disability Insurance, Motorcycle, Brokers, Claim, Legal Liability, Renters, Homeowners, Umbrella Insurance, Commercial Lines, Life Insurance, Universal Life, Whole Life, Accident, Casualty Insurance, Health Insurance, Long-term Care, Fixed Annuities

Education
LIU Post
B.S., Business

Michelangelo Pirrello Michelangelo Pirrello Greater New York City Area Details
Michelangelo Pirrello's Center for Wealth Preservation Experience December 2014 - Present
Job Registered Representative at Center for Wealth Preservation
Industry Financial Services
Experience
Center for Wealth Preservation   December 2014 - Present
AXA Advisors  September 2008 - March 2013
National Financial Network  2003 - 2006
Prudential Financial  December 1995 - September 2003

Skills
Investments, Fixed Annuities, Insurance, Securities, Retirement Planning, Retirement, Mutual Funds, Wealth Management, Life Insurance, Estate Planning, Strategic Financial..., 401k, IRAs, Disability Insurance, Long-term Care, Asset Allocation, Financial Planners, Financial Planning

Education
Polytechnic University   1984 — 1985
Associate of Science (A.S.), Aerospace, Aeronautical and Astronautical Engineering

Laguardia Community College   1981 — 1983
Associate of Science (A.S.), Theoretical and Mathematical Physics

Matthew Dell'Olio Matthew Dell'Olio Greater New York City Area Details
Matthew Dell'Olio's Center for Wealth Preservation Experience April 2013 - Present
Job Business & Financial Services at Center for Wealth Preservation
Industry Financial Services
Experience
Center for Wealth Preservation   April 2013 - Present
O.M. Financial Group   December 2013 - Present
Ortho Kinetics, Inc.   October 2008 - October 2012
Stryker  August 2007 - June 2008
Ferring Pharmaceuticals  September 2005 - July 2007
Empire Cardiac   July 2003 - September 2005

Skills
Sales, Entrepreneurship, Insurance, Hospitals, Investments, Management, Strategic Planning, New Business Development, Marketing Strategy, Sales Operations, Contract Negotiation, Sales Management, Leadership

Education
Hofstra University
Bachelor of Business Administration (BBA), Finance and Financial Management Services

Evan Rogdakis Evan Rogdakis Greater New York City Area Details
Evan Rogdakis's Center for Wealth Preservation Experience May 2007 - Present
Job Director of Financial Planning at Center for Wealth Preservation
Industry Financial Services
Experience
Law Office of Evan N. Rogdakis   November 2009 - Present
Center for Wealth Preservation   May 2007 - Present

Skills
Estate Planning, Insurance, Wealth Management..., Securities, Retirement Planning, Retirement, Fixed Annuities, Financial Services, Asset Management, Trusts, Strategic Financial..., Investments, Long-term Care, Disability Insurance, Mutual Funds, Wealth, Investment Advisory, Investment Strategies, 401k, Financial Planning

Education
Touro College Jacob D. Fuchsberg Law Center   2003 — 2006
J.D.

Hofstra University   1999 — 2003
B.S., Economics

Michael Biondo Michael Biondo Greater New York City Area Details
Michael Biondo's Center for Wealth Preservation Experience Personal BankerAstoria Federal SavingsJune 2008 - December 2008
Job Financial Services Professional at Center for Wealth Preservation
Industry Insurance
Experience
Center for Wealth Preservation   Personal BankerAstoria Federal SavingsJune 2008 - December 2008

Education
LIU Post   2004 — 2010
MBA, Finance

Eumine Choi Eumine Choi Greater New York City Area Details
Eumine Choi's Center for Wealth Preservation Experience 2011 - Present
Job
Industry Financial Services
Experience
Center for Wealth Preservation   2011 - Present

Education
University at Buffalo   2007 — 2011
Bachelors of Science, Finance