Creative Financial Group of NJ
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Creative Financial Group of NJ Employees
LPL Financial July 2014 - Present
Creative Financial Group of NJ May 2013 - March 2014
Jackson Securities July 2011 - October 2012
Doley Securities, LLC October 2010 - May 2011
Electronic Global Securities March 2006 - October 2010
Piper Jaffray April 2005 - May 2006
VIE Financial February 2004 - March 2005
SG Cowen Securities July 1997 - July 2002
Education
Stockton University 1985 — 1989
Bachelor of Science, Marketing/ Finance
MetLife January 2014 - Present
MetLife August 2013 - Present
MetLife September 2012 - July 2013
MetLife January 2012 - September 2012
Creative Financial Group of NJ March 2007 - December 2011
AMB Property Corporation September 2005 - April 2006
Skills
Series 6, Series 63, Life and Health..., Microsoft Office, Series 7, Visual Basic, SQL, VBA, Microsoft Excel, Access, Series 26, FINRA, Variable Life, Retirement Planning, Asset Allocation, Financial Planners, Estate Planning, Universal Life, Life Insurance, Mutual Funds, Wealth Management, Retirement, 401k, Investments
Education
Rutgers, The State University of New Jersey-New Brunswick 2002 — 2006
Communication
Johnson & Wales University 2001 — 2002
Prudential Financial April 2014 - May 2015
Creative Financial Group of NJ July 2010 - September 2013
US Census Bureau 2009 - 2010
AXA Advisors March 2008 - October 2008
Jefferies & Company July 2000 - December 2007
Ladenburg Thalmann August 1997 - July 2000
American Futures Group May 1995 - August 1997
Skills
Trading, Investments, Series 7, Hedge Funds, Fixed Annuities, Series 63, Securities, Wealth Management, Equities, Retirement Planning, Investment Strategies, Finance, Strategic Financial..., IRAs, Investment Advisory, Retirement, 401k, Estate Planning, Asset Allocation, Series 6, Financial Planners, Mutual Funds, Bonds, Roth IRA, 529 Plans, 401k Rollovers, Investment Management, FINRA, Disability Insurance, Variable Annuities, Life Insurance, Financial Planning
Education
St. Francis College 1978 — 1982
Bachelor of Science, Business Administration
sacred heart brooklyn ny
Creative Financial Group of NJ January 2013 - January 2014
Hazlet Township Public Schools September 2009 - December 2012
Raritan High School September 2006 - December 2012
Live Nation July 2011 - August 2012
Plymouth State University May 2002 - March 2006
Skills
Data Research, Communications Strategy, Data Analysis, Management, Public Speaking, Strategic Planning, Strategic Communications, Staff Development, Social Media, Marketing
Education
Plymouth State University 2000 — 2004
BA, History
Middlesex County College 1999 — 2000
Raritan High School,Hazlet,NJ 1996 — 1999
High School Diploma, College prep
Monster 2011 - Present
CareerBuilder.com October 2010 - September 2011
Creative Financial Group of NJ April 2009 - September 2010
ADP March 2005 - February 2009
Paychex March 2002 - February 2005
AT&T July 2000 - December 2001
Fountain Technologies Inc. August 1997 - July 2000
Pride Technologies 1994 - 1997
Skills
Cold Calling, Sales Process, Sales Presentations, Advertising, Recruiting, Salesforce.com, Social Media Marketing, Talent Acquisition, Lead Generation, Coaching, Account Management, New Business Development, Employee Benefits, Business Development, Sales Management, CRM, SaaS, Strategic Planning, Sales, Sales Operations, Solution Selling, Team Building, Management, Customer Retention, Selling, Training, Hiring, Leadership, Networking, Start-ups, B2B, Building Relationships, Direct Sales, Strategic Partnerships, Strategy, Technical Recruiting, Time Management, Applicant Tracking..., Marketing, Online Advertising, Mobile Devices, Internet Recruiting, Social Networking, Sourcing, Online Marketing, Staffing Services, College Recruiting
Education
Kean University 1993 — 1995
St. Joseph's High School- Metuchen
Stockton University August 2013 - June 2015
United Lacrosse Club May 2013 - May 2015
NJSIAA 2010 - January 2015
Toms River High School South March 2013 - June 2013
Creative Financial Group of NJ 2010 - 2011
Skills
PowerPoint, Social Media, Advertising, Coaching, Fundraising, Microsoft Office, Lacrosse, Sports Coaching, Microsoft Excel, Customer Service, Student Development, Microsoft Word, Leadership Development
Education
Georgian Court University 2007 — 2011
Bachelor of Science (BS), Marketing& Business Administration
Uline August 2013 - Present
Indiana University August 2009 - May 2013
Creative Financial Group of NJ June 2012 - August 2012
Export Import Services May 2011 - August 2012
Schwager & Associates, PC June 2007 - August 2012
Hurlow Wealth Management Group, Inc. January 2012 - May 2012
Skills
Social Media, Microsoft Excel, Microsoft Office, PowerPoint, Social Media Marketing, Public Speaking, Microsoft Word, Public Relations, Sports Marketing, Sports Management, Data Analysis, Event Planning, Sports, Market Research, Marketing, Entrepreneurship, CRM, Teamwork, Finance, Training, Sales
Education
Indiana University - Kelley School of Business 2009 — 2013
Bachelor of Science in Business, Finance & Entrepreneurship
Colts Neck High School 2005 — 2009
High School Diploma
Creative Financial Group of NJ June 2012 - Present
Aetna, Inc September 2005 - September 2011
Education
Rider University 2002 — 2003
French, Theater
The Peddie School 1998 — 2002
High School Diploma
The Scotts Miracle-Gro Company 2014 - Present
The Scotts Miracle-Gro Company May 2012 - September 2014
The Scotts Miracle-Gro Company March 2010 - May 2012
Creative Financial Group of NJ February 2009 - March 2010
Skills
Management, Strategic Planning, Leadership Development, Staff Development, Customer Service, Sales, Marketing, Team Building, Public Speaking, Microsoft Office, Merchandising, Sales Management, Retail, Inventory Management, Pricing
Education
Kean University 2006 — 2010
Bachelor's Degree, Business Administration and Management, General, GPA: 3.9
MetLife Premier Client Group of New Jersey October 2009 - Present
Creative Financial Group of NJ September 2009 - December 2014
Mass Mutual Financial Group June 2004 - September 2009
New England Financial June 1996 - July 2004
Skills
Strategic Financial..., Insurance, Securities, Wealth, Fixed Annuities, Financial Services, Retirement Planning, Retirement, Investment Strategies, IRAs, 401k, Financial Planning, Disability Insurance, Mutual Funds, Asset Management, Employee Benefits, Investments, Long Term Care Insurance, Long-term Care, Series 6, Series 63, Series 7, Term Life Insurance, Financial Planners, Estate Planning, Investment Advisory, Life Insurance, Asset Allocation, Financial Advisory, 529 Plans, Business Planning, Wealth Accumulation, Health Insurance, 401k Rollovers, College Savings Plans, Retirement Income..., Insurance Planning, Long Term Care, IRA's, Roth IRA, Simple IRA, Whole Life, Universal Life, Variable Annuities, Wealth Management..., IRA Rollovers, group insurance
Education
University of Pennsylvania - The Wharton School 1992 — 1996
Economics
Pompton Lakes High School 1989 — 1992
Merrill Lynch October 2013 - Present
Creative Financial Group of NJ November 2009 - October 2013
Plainfield Country Club May 2005 - November 2011
New York Life Insurance Company March 2008 - September 2009
Skills
Series 7, Series 6, Series 66, Series 63, Life & Health Insurance...
Education
New Jersey Institute of Technology 2003 — 2007
Bachelor of Science (BS), Finance & Marketing
Comprehensive Financial Strategies LLC January 2009 - Present
Creative Newsletters 2007 - 2011
Creative Financial Group of NJ February 2000 - December 2008
Skills
Long-term Care, Insurance, Financial Planners, Retirement Planning, Series 63, Mutual Funds, Retirement, Fixed Annuities, Wealth Management, Asset Allocation, IRAs, 401k, Strategic Financial..., Series 6, FINRA, Investment Strategies, Financial Advisory, Estate Planning, Investment Advisory, Financial Services, Wealth, Employee Benefits, Life Insurance, Finance, Disability Insurance, Securities, Portfolio Management, Investments, Equities, Asset Management, Fixed Income, Series 65, Term Life Insurance, Funding, Small Business, Health Insurance, Financial Planning
Education
Rutgers, The State University of New Jersey-New Brunswick 1990 — 1993
BS, Marketing
Rutgers University 1989 — 1993
Bachelors in Marketing & Business Administration, Marketing and Business Administration
Aerotek January 2014 - Present
Creative Financial Group of NJ February 2012 - August 2012
ParenteBeard LLC 2007 - May 2011
CommVault 2005 - 2007
Skills
Financial Reporting, Accounting, Auditing, Audit, SOX, Internal Controls, GAAP, SEC reporting, Excel, Word, SEC filings, Sarbanes-Oxley Act, Finance, Investments, Management
Education
Monmouth University 2002 — 2007
Bachelor of Science (B.S.), Accounting and Business/Management
Creative Financial Group of NJ December 2011 - Present
Skills
Series 63, Retirement, Investments, Series 7, Securities
Education
Bryant University 2007 — 2011
Bachelor of Science Business Administration, Finance
Creative Financial Group of NJ May 2011 - Present
TFS May 2009 - May 2011
New York Life Insurance Company November 2006 - April 2009
Education
Cal-Poly San Luis Obispo 1975 — 1978
Accounting
US Naval Academy 1973 — 1975
Victory Subaru August 2013 - Present
Creative Financial Group of NJ May 2008 - August 2013
Skills
401k, Insurance
Education
Caldwell College 2005 — 2009
Bachelor of Science (B.S.), Financial Economics
Merrill Lynch November 2013 - Present
Jakeabob's Bay January 2007 - Present
Creative Financial Group of NJ January 2011 - November 2013
Hamilton Executions LLC January 2008 - January 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, English, Outlook, Teaching, Spreadsheets, Editing, Sales, Event Management, Social Networking, Public Speaking, Nonprofits, Community Outreach, Access, Facebook, Team Building, Data Analysis, Insurance, Marketing, Social Media Marketing, Management, Public Relations, Customer Satisfaction, Administrative..., Higher Education, Financial Analysis, Social Media, Event Planning, Time Management, Fundraising, Leadership, Advertising, 401k, Prezi, Series 63
Education
Monmouth University 2012 — 2013
Master of Business Administration (MBA)
Monmouth University 2009 — 2012
MBA, Business Administration; Finance
Monmouth University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance
Creative Financial Group of NJ June 2012 - Present
Spectra LLC. January 2005 - August 2010
Skills
Licensed Life & Health..., Series 6 Registered..., Roth IRA, Disability Insurance, College Savings Plans, IRAs, Mutual Funds, 401k Rollovers, Health Insurance, Series 63, Series 7, Insurance, Retirement Planning, Strategic Financial...
Education
Richard Stockton College of New Jersey 2007 — 2012
Bachelor of Science (B.S.) Minor in Economics, Business, Management, Marketing, and Related Support Services
McGraw-Hill Federal Credit Union November 2013 - Present
Kappa Sigma Fraternity June 2011 - Present
TD May 2012 - August 2013
Creative Financial Group of NJ November 2011 - May 2012
Wells Fargo September 2005 - November 2011
Staples 2001 - 2003
Skills
Asset Allocation, Series 63, Investments, Series 6, Strategic Financial..., Mutual Funds, Retirement Planning, Insurance, Wealth Management, Health Insurance, Disability Insurance, Mortgage Lending, Financial Services
Education
Cornell University 1995 — 1999
Bachelor of Science, Communications Information Systems & Technology
Bisnow April 2011 - Present
Wash On The Go April 2008 - Present
New England Financial August 2010 - August 2012
Creative Financial Group of NJ August 2010 - April 2011
Education
Penn State University 2006 — 2010
BA, Economics
Creative Financial Group of NJ February 2011 - Present
Education
Rutgers University
BA
New Penn Motor Express July 2015 - Present
Old Dominion Freight Line November 2013 - June 2015
Creative Financial Group of NJ April 2013 - September 2013
American Income Life September 2012 - December 2012
Lindabury, McCormick, Estabrook & Cooper, P.C. February 2012 - May 2012
Old Dominion Freight Line 2010 - 2010
Skills
PowerPoint, Licensed Life Insurance..., Financial Services, Series 6, Microsoft Word, Microsoft Excel, Retirement Planning, Microsoft Office, Salesforce.com, Finance, Mutual Funds, Sales, Insurance, Financial Analysis, Life Insurance, Transportation, Logistics
Education
Franklin & Marshall College 2007 — 2011
Bachelor of Arts (B.A.), History
American Urological Association March 2014 - Present
American Urological Association October 2012 - March 2014
PennWell December 2011 - October 2012
Zenith Marketing Group August 2008 - December 2011
Creative Financial Group of NJ January 2008 - August 2008
Skills
Office Management, Event Planning, Invoicing, Administrative..., Customer Service, Calendars, Data Entry, Process Scheduler, Travel Arrangements, Phone Etiquette, Receptionist Duties, Microsoft Office, Microsoft Word, Microsoft Excel, Basic HTML, Nonprofits, PowerPoint, Administrative...
Education
Georgian Court University 2008 — 2011
Bachelor of Arts (B.A.), Psychology
Ocean County College 2006 — 2008
Associate of Arts (A.A.), Liberal Arts and Sciences, General Studies and Humanities
People Science January 2015 - Present
Creative Financial Group of NJ January 2010 - August 2011
Skills
Mutual Funds, Strategic Financial..., Management, Leadership, Sales, Team Building, Sales Management, Marketing, Training, Customer Service, Marketing Strategy, Strategic Planning, Recruiting, Human Resources
Education
Rutgers University-New Brunswick 2005 — 2007
International Business, Finance
DHL April 2013 - Present
Creative Financial Group of NJ January 2012 - January 2013
John Thomas Financial July 2010 - November 2011
Education
Wagner College 2007 — 2010
Bachelors: Business Administration, Finance & Business Managment
Lafayette College 2006 — 2007
Middletown High School South 2002 — 2006
J.P. Morgan Asset Management June 2014 - May 2015
J.P. Morgan Asset Management May 2011 - May 2015
J.P. Morgan Asset Management December 2013 - June 2014
JPMorgan Chase April 2012 - December 2013
JPMorgan Chase May 2011 - April 2012
Creative Financial Group of NJ November 2010 - May 2011
Skills
Mutual Funds, Series 63, Series 7, Insurance, Retirement Planning, Securities, Financial Analysis, Fixed Annuities, Microsoft Excel, Investments, Series 6, Strategic Financial..., Wealth Management, Life & Health Insurance..., PowerPoint, 401k, Microsoft Office, Customer Service, Microsoft Word, Long-term Care, Asset Management, Financial Services, FINRA, Investment Advisory, Estate Planning, Life Insurance
Education
New York University 2015 — 2016
Bachelor of Science (BS), Registered Nursing/Registered Nurse
Monmouth University 2008 — 2010
Bachelors, Psychology, History, 3.79
Rutgers University-New Brunswick 2007 — 2008
Ocean Township High School 2003 — 2007
Ameriprise Financial Services, Inc. September 2015 - Present
Modera Wealth Management, LLC January 2015 - September 2015
Creative Financial Group of NJ July 2014 - January 2015
The Guardian Life Insurance Company of America July 2012 - July 2014
Ameriprise Financial January 2011 - July 2012
Ameriprise Financial April 2009 - January 2011
Ameriprise Financial October 2006 - April 2009
Ameriprise Financial Services, Inc. September 2004 - October 2006
Skills
Strategic Financial..., Financial Planning, Retirement Planning, Series 7, Investments, Financial Advisory, Coaching, Insurance, Financial Services, Leadership, Marketing, Finance, Uniform Combined State..., Sales, Wealth Management, Strategic Planning, Mutual Funds, Retirement, Staff Development, 401k, Series 63, Fixed Annuities, Morningstar, Analysis, Employee Benefits, CRM, Securities, Life Insurance, Content Development, Training & Development, Case Analysis, Salesforce.com, Staff Training, Investment Advisory, Investment Strategies, Estate Planning, Management, Asset Management, Disability Insurance, Recruiting, Leadership Development
Education
Minnesota State University, Mankato 2008 — 2009
Financial Planning Certificate
Minnesota State University, Mankato 2000 — 2004
BS, Mass Communications Public Relations
Maple Grove Senior High 1996 — 2000
General
Allstate April 2012 - January 2013
Creative Financial Group of NJ March 2011 - May 2012
Wells Fargo Advisors June 1995 - April 2009
Skills
Mixed Martial Arts, Series 63, MMA, Fixed Annuities, Retirement Planning, Series 6, Disability Insurance, 401k, Asset Allocation, Mutual Funds, IRAs, Wealth Management, Retirement, Series 7, Roth IRA, 401k Rollovers
Education
Pace University - Lubin School of Business 1990 — 1995
BBA Finance, Finance
HMP Communications, LLC January 2013 - Present
Oppenheimer & Co. May 2009 - April 2012
Creative Financial Group of NJ February 2008 - May 2009
RBC Capital Markets December 2005 - September 2007
HSBC Securities September 1987 - May 2005
Skills
Sales, Data Analysis, Microsoft Office, Market Research, Business Development, Human Resources, Salesforce.com, Insurance, Finance, Marketing, Talent Acquisition, Relationship Management, Financial Services, Team Management, Banking, Financial Markets, Trading, Fixed Income, Strategy, Business Strategy, Financial Analysis, Mergers & Acquisitions, Portfolio Management, Investments, Strategic Financial..., Risk Management, Management, New Business Development, Strategic Planning, Leadership, Analysis, Team Building, Small Business, Start-ups, Coaching
Education
Seton Hall University
Middlesex County College
Mimeo.com April 2015 - Present
Mimeo.com January 2015 - March 2015
Mimeo.com January 2014 - December 2014
Mimeo.com June 2012 - December 2013
TheStreet November 2011 - January 2012
Summit Risk Management - The Essex Group March 2011 - July 2011
Creative Financial Group of NJ September 2010 - March 2011
Sagemark Consulting June 2009 - August 2009
Skills
Sales, Sales Management, Investments, Sales Operations, Strategic Financial..., Marketing, New Business Development, Account Management, B2B, Microsoft Excel, Relationship Management, Selling, CRM, Salesforce.com, Cold Calling, Lead Generation, Solution Selling, Direct Sales
Education
St. Joseph's University 2006 — 2010
Bachelors, Finance
Creative Financial Group of NJ February 2009 - Present
Lincoln Financial June 1973 - February 2009
Education
Monmouth University 1968 — 1972
Bachelor of Science (B.S.), Marketing, Business Administration
Catholic Charities USA July 2014 - Present
USA Hometown Heroes April 2013 - July 2014
Creative Financial Group of NJ October 2011 - January 2013
Wachovia, A Wells Fargo Company December 2009 - January 2011
Wachovia Bank December 2004 - December 2009
Wachovia Bank December 1999 - November 2004
MetLife January 1996 - December 1999
Skills
Team Management, Program Management, Time Management, QuickBooks, Microsoft Office, Microsoft Word, Microsoft Excel, Financial Services, Series 6, Series 63, Life Insurance, Fixed Annuities, Health Insurance, Whole Life, Notary Public, Term Life Insurance, Universal Life, Long-term Care, Retirement Planning, Sales, Investments, Disability Insurance, Long Term Care, Mutual Funds, Zoho
Education
Rutgers, The State University of New Jersey-New Brunswick
B.A., American Studies
Kyriba June 2015 - Present
Brown Brothers Harriman April 2014 - May 2015
Brown Brothers Harriman & Co February 2011 - April 2014
Bloomberg September 2010 - January 2011
Creative Financial Group of NJ June 2009 - August 2009
Education
Rutgers University-New Brunswick 2006 — 2010
Bachelor of Arts, Economics
Harmony Bank June 2012 - Present
First Financial Federal Credit Union May 2010 - May 2011
Creative Financial Group of NJ January 2009 - June 2010
Innovative Property Solutions March 2005 - February 2010
Federal Reserve Bank of New York October 1995 - September 2008
Skills
Loans, Financial Analysis, Credit, Mortgage Lending, Underwriting, Risk Management, Strategic Planning, Real Estate, Due Diligence, Loan Origination, Entrepreneurship, Mortgage Banking, Small Business, Refinance, Investments, Business Development, Series 7, Banking, Management, Leadership, Strategy, Portfolio Management, Investment Properties, Finance
Education
Monmouth University 2000 — 2003
MBA, Business Administration
Dickinson College 1990 — 1994
Penn State University 1990 — 1994
Bachelor of Arts (B.A.), Administration of Justice
Creative Financial Group of NJ May 2013 - Present
Signator Investors, Inc. October 2008 - May 2013
Daidone Fanelli Associates, LLC October 2008 - May 2013
Volume Interactions Pte Ltd, A Bracco AMT Company January 2007 - September 2008
Bracco Diagnostics 1997 - 2008
Skills
Product Development, Global Marketing, Brand Management, Competitive Analysis, Health Insurance, Market Analysis, Marketing Strategy, Long-term Care, Strategy, Medical Devices, Product Marketing, Insurance, Cross-functional Team..., Sales Management, New Business Development, Market Development, Business Strategy, Management, Sales, Business Planning, Product Launch, Strategic Planning, Business Development, Marketing, Finance, Disability Insurance, Retirement Planning, Series 7, Investments
Education
Fairleigh Dickinson University
Master of Science (MS), Biomedical/Medical Engineering
Polytechnic University
Bachelor of Science (BS), Industrial Engineering
Horizon Blue Cross Blue Shield of New Jersey April 2013 - Present
The Medicare Insurance Store/Hagaman Insurance Group May 2011 - February 2013
Colonial Insurance Associeates November 2010 - June 2011
Creative Financial Group November 2008 - November 2010
Creative Financial Group of NJ January 2008 - November 2010
PRUDENTIAL ZACK SHORE PROPERTIES 2000 - 2010
Middlebrook Cleaners March 1980 - March 2000
Skills
Insurance, Investments, Long-term Care, Fixed Annuities, Medicare, Strategic Financial..., Series 7, Sales, Short Sales, Term Life Insurance, Marketing, Long Term Care Insurance, Financial Services, Real Estate, Mutual Funds, Disability Insurance, Estate Planning, Underwriting, Series 6, Health Insurance, Sellers, Life Insurance, Professional Liability, Finance, Medicare Part D, First Time Home Buyers, Universal Life, Retirement Planning, Asset Allocation, Retirement, Customer Service, Series 63, Small Business, Wealth Management, Condos, 401k, IRAs, Financial Planners
Education
Hofstra University 1972 — 1976
Pyschology
Creative Financial Group of NJ January 2012 - March 2013
Wells Fargo Bank September 2001 - January 2012
Sovereign Bank April 1999 - September 2001
Skills
Banking, Insurance, Customer Service, IRAs, Financial Services, Retirement Planning, Investment Advisory, Wealth Management, Strategic Financial...
Education
Brookdale Community College
Howell High School
Creative Financial Group of NJ June 2009 - Present
Brookdale Community College February 2009 - Present
Wilentz, Goldman & Spitzer June 2006 - December 2007
Bay Agency Insurance Co. January 2000 - February 2007
wilentz, goldman & spitzer 2006 - 2007
Candidate for Borough Council January 2006 - November 2006
Washington D.C. Office of Connecticut Governor M. Jodi Rell January 2006 - May 2006
Education
Monmouth University 2006 — 2008
Master's, Public Policy
Monmouth University 2002 — 2006
Bachelor's, Political Science, Legal Studies, Policy Studies
Creative Financial Group of NJ 2008 - Present
Bradley Beach Elementary School 2003 - 2005
Morgan Stanley Investment Management 2000 - 2003
Morgan Stanley Investment Management 1998 - 2000
Bankers Trust 1996 - 1998
Education
Fordham Gabelli School of Business 1998 — 2000
MBA, Finance
Marist College 1992 — 1996
BA, Mathematics
Creative Financial Group of NJ January 2009 - Present
Education
Fairliegh Dickenson U.
BS Marketing
Princeton University
Retirement Strategies, LLC January 2010 - Present
Creative Financial Group/Metlife January 2007 - January 2010
New England Financial 2008 - December 2009
Creative Financial Group of NJ January 2007 - December 2009
Arnold's Bread June 2004 - November 2007
First Choice Pharmaceutical Services November 1995 - November 2000
Skills
Long Term Care, Retirement, Funding, Budgeting, Disability Insurance, Retirement Planning, Annuities, Estate Planning, Insurance, Financial Planning, Fixed Annuities, Long-term Care, Life Insurance, Financial Planners, Whole Life, Investment Strategies, Universal Life, Financial Services, Small Business, Financial Goals, Buy-sell Agreements, Mortgage Lending, College Savings Plans, Series 6, Income, Savings, Variable Annuities, Succession Planning, Term Life Insurance, Strategic Financial..., Budgets, Employee Benefits, Finance, Wealth, Financial Advisory, Leadership, Long Term Care Insurance, 401k, Mutual Funds, Roth IRA, Wealth Management, Investment Advisory, Wealth Accumulation, IRAs, Investments, Asset Allocation, Critical Illness
Education
County College of Morris 1988 — 2000
2 yr, Business
Livingston High School 1984 — 1988
Quest Capital Strategies, Inc. May 2014 - Present
Creative Financial Group of NJ January 2009 - Present
Prestige Graphics March 2006 - January 2009
Education
Fairleigh Dickinson University
Creative Financial Group of NJ September 2009 - Present
Education
Ramapo College of New Jersey 2005 — 2009
Finance
SVA Fashion Inc. May 2013 - Present
Cozen O'Connor May 2011 - August 2012
Creative Financial Group of NJ May 2008 - August 2009
Skills
Strategic Communications, Westlaw, Legal Writing, Legal Research, Lexis, Research, Microsoft Office, PowerPoint, Microsoft Excel, Public Speaking, Microsoft Word, Social Media, Facebook, Public Policy, Data Analysis, Economics, Policy Analysis, Event Planning, Financial Analysis, Customer Service, Budgets
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2013 — 2015
Master of Business Administration (M.B.A.)
Rutgers University School of Law - Camden 2011 — 2014
Doctor of Law (JD), Business/Commerce, General, 3.35
The George Washington University 2006 — 2010
Bachelor of Business Administration (B.B.A.), Accounting and Finance
London School of Economics and Political Science 2008 — 2009
Finance, General
Chapman University, School of Law
Merrill Edge April 2013 - Present
Discovery Data September 2011 - April 2013
Creative Financial Group of NJ February 2010 - September 2011
Skills
Microsoft Excel, Wealth, Sales, Financial Advisory, Financial Services, Coaching, Finance
Education
The College of New Jersey 2006 — 2009
B.S. Business Administration, Major in International Business, Minor in Spanish
MarkerMan Productions April 2010 - Present
Creative Financial Group of NJ March 2001 - Present
Education
Georgian Court University 2002 — 2009
Bachelor's, Business, Marketing
Creative Financial Group of NJ October 2006 - February 2011
Wilson Walton August 2006 - October 2006
Sutton Land Title Agency September 2005 - January 2006
R. Diane Aifer, Esq May 2002 - September 2005
Small Business Underwriters November 2001 - May 2002
Lawrence A. Carton, III, Esq May 1995 - November 2001
Garden State Arts Center May 1994 - September 1994
Education
Brookdale Community College
Associate, Applied Science - Paralegal Technology
Wealth Management Associates Inc. January 2014 - Present
Creative Financial Group of NJ December 2010 - Present
Education
Rutgers, The State University of New Jersey-New Brunswick 1999 — 2004
BA, Economics
Creative Financial Group of NJ July 1982 - Present
Hollywood Golf Club May 1980 - July 1982
Skills
Insurance, Finance, Financial Planning, Strategic Planning, Management, Financial Reporting, Investments, Budgets, Leadership, Employee Benefits
Education
Bryant University 1979 — 1981
Bachelor of Science (B.S.), Accounting
St Joseph High School 1973 — 1977
High School Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program