Creative Financial Group of NJ

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Creative Financial Group of NJ Employees

Employee
Years
Job
Industry
Brian Ernst Brian Ernst San Diego, California Details
Brian Ernst's Creative Financial Group of NJ Experience May 2013 - March 2014
Job Branch Examiner at LPL Financial
Industry Financial Services
Experience
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

Matthew Elo Matthew Elo Greater New York City Area Details
Matthew Elo's Creative Financial Group of NJ Experience March 2007 - December 2011
Job Leadership Development Associate
Industry Financial Services
Experience
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

Anthony DiStefano Anthony DiStefano Greater New York City Area Details
Anthony DiStefano's Creative Financial Group of NJ Experience July 2010 - September 2013
Job Financial Representative at Creative Financial Group of NJ
Industry Investment Management
Experience
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

Christopher Villa Christopher Villa Greater New York City Area Details
Christopher Villa's Creative Financial Group of NJ Experience January 2013 - January 2014
Job Contractor
Industry Construction
Experience
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

Michael Hohmann Michael Hohmann Tampa/St. Petersburg, Florida Area Details
Michael Hohmann's Creative Financial Group of NJ Experience April 2009 - September 2010
Job Account Manager at Monster
Industry Online Media
Experience
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

Kara Sanford Kara Sanford Greater New York City Area Details
Kara Sanford's Creative Financial Group of NJ Experience 2010 - 2011
Job Assistant Women's Lacrosse Coach at The Richard Stockton College of New Jersey
Industry Sports
Experience
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

Austin Schwager Austin Schwager Greater New York City Area Details
Austin Schwager's Creative Financial Group of NJ Experience June 2012 - August 2012
Job Account Representative, Uline
Industry Business Supplies and Equipment
Experience
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

Kyle Leotsakos Kyle Leotsakos Brick, New Jersey Details
Kyle Leotsakos's Creative Financial Group of NJ Experience June 2012 - Present
Job Financial Representative at Creative Financial Group of NJ
Industry Financial Services
Experience
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

Chris Gravatt Chris Gravatt Washington D.C. Metro Area Details
Chris Gravatt's Creative Financial Group of NJ Experience February 2009 - March 2010
Job District Market Manager at The Scotts MiracleGro Company
Industry Retail
Experience
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

Keith Soltis Keith Soltis Freehold, New Jersey Details
Keith Soltis's Creative Financial Group of NJ Experience September 2009 - December 2014
Job Managing Director & Financial Advisior at MetLife Premier Client Group of NJ
Industry Insurance
Experience
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

John Wieckowski John Wieckowski South Plainfield, New Jersey Details
John Wieckowski's Creative Financial Group of NJ Experience November 2009 - October 2013
Job Financial Solutions Advisor at Merrill Lynch
Industry Financial Services
Experience
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

Charbel Ojeil LUTCF Charbel Ojeil LUTCF Greater New York City Area Details
Charbel Ojeil LUTCF's Creative Financial Group of NJ Experience February 2000 - December 2008
Job Financial Advisor
Industry Financial Services
Experience
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

James Moffitt James Moffitt Bayville, New Jersey Details
James Moffitt's Creative Financial Group of NJ Experience February 2012 - August 2012
Job Recruiter at Aerotek
Industry Staffing and Recruiting
Experience
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

Josh Rosengarten Josh Rosengarten Greater New York City Area Details
Josh Rosengarten's Creative Financial Group of NJ Experience December 2011 - Present
Job Financial Advisor and Registered Representative at Creative Financial Group of NJ
Industry Financial Services
Experience
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

Vanoy Nelson Vanoy Nelson Neptune, New Jersey Details
Vanoy Nelson's Creative Financial Group of NJ Experience May 2011 - Present
Job Financial Representative at Creative Financial Group of New Jersey
Industry Financial Services
Experience
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

Michele Brancaccio Michele Brancaccio Fairfield, New Jersey Details
Michele Brancaccio's Creative Financial Group of NJ Experience May 2008 - August 2013
Job Assistant Controller at Creative Financial Group of NJ
Industry Financial Services
Experience
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

Lauren Florio, MBA Lauren Florio, MBA Greater New York City Area Details
Lauren Florio, MBA's Creative Financial Group of NJ Experience January 2011 - November 2013
Job Registered Client Associate at Merrill Lynch
Industry Financial Services
Experience
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

Bryant Oxenham Bryant Oxenham Somerset, New Jersey Details
Bryant Oxenham's Creative Financial Group of NJ Experience June 2012 - Present
Job Financial Advisor at Creative Financial Group of NJ/A MetLife Company
Industry Financial Services
Experience
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

Brett J. Warrick Brett J. Warrick Red Bank, New Jersey Details
Brett J. Warrick's Creative Financial Group of NJ Experience November 2011 - May 2012
Job Financial Services Consultant at McGrawHill Federal Credit Union
Industry Financial Services
Experience
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

Pat Hanahan Pat Hanahan Greater Philadelphia Area Details
Pat Hanahan's Creative Financial Group of NJ Experience August 2010 - April 2011
Job Director | Philadelphia | New Jersey | Pittsburgh
Industry Commercial Real Estate
Experience
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

Charles Ricciardi Charles Ricciardi Greater New York City Area Details
Charles Ricciardi's Creative Financial Group of NJ Experience February 2011 - Present
Job Registered Representative/P and C Specialist at Creative Financial Group of NJ
Industry Financial Services
Experience
Creative Financial Group of NJ   February 2011 - Present

Education
Rutgers University
BA

Anthony Bongarzone Anthony Bongarzone Asbury Park, New Jersey Details
Anthony Bongarzone's Creative Financial Group of NJ Experience April 2013 - September 2013
Job Account Manager at New Penn Motor Express
Industry Transportation/Trucking/Railroad
Experience
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

Jessica (Gourlay) Siculietano Jessica (Gourlay) Siculietano Baltimore, Maryland Area Details
Jessica (Gourlay) Siculietano's Creative Financial Group of NJ Experience January 2008 - August 2008
Job Education Coordinator at American Urological Association
Industry Nonprofit Organization Management
Experience
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

Edwin Puello Edwin Puello Greater New York City Area Details
Edwin Puello's Creative Financial Group of NJ Experience January 2010 - August 2011
Job Senior Recruiter for 2020 companies at People Science
Industry Insurance
Experience
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

Keith M. Heaney Keith M. Heaney New York, New York Details
Keith M. Heaney's Creative Financial Group of NJ Experience January 2012 - January 2013
Job Manager of International Sales
Industry Logistics and Supply Chain
Experience
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

Melissa D. Warar Melissa D. Warar Greater New York City Area Details
Melissa D. Warar's Creative Financial Group of NJ Experience November 2010 - May 2011
Job Nursing Candidate
Industry Hospital & Health Care
Experience
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

Tiffani L. Childs, CFP® Tiffani L. Childs, CFP® Greater New York City Area Details
Tiffani L. Childs, CFP®'s Creative Financial Group of NJ Experience July 2014 - January 2015
Job Manager Franchise Engagement & Recruiting
Industry Financial Services
Experience
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

Gina LaMalfa Gina LaMalfa Greater New York City Area Details
Gina LaMalfa's Creative Financial Group of NJ Experience March 2011 - May 2012
Job Financial Representative
Industry Financial Services
Experience
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

Rich Lancia Rich Lancia Greater Philadelphia Area Details
Rich Lancia's Creative Financial Group of NJ Experience February 2008 - May 2009
Job Human Resources at HMP Communications, LLC
Industry Publishing
Experience
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

Chris Muckley Chris Muckley Greater New York City Area Details
Chris Muckley's Creative Financial Group of NJ Experience September 2010 - March 2011
Job Enterprise Sales Executive, Mimeo.com Improving the ways technology companies manage their content globally.
Industry Printing
Experience
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

Donald R. Burnaford Donald R. Burnaford Greater New York City Area Details
Donald R. Burnaford's Creative Financial Group of NJ Experience February 2009 - Present
Job Senior Partner/Senior Financial Planner at Creative Financial Group of NJ
Industry Insurance
Experience
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

Jeanne Macron Jeanne Macron Greater New York City Area Details
Jeanne Macron's Creative Financial Group of NJ Experience October 2011 - January 2013
Job Triage Disaster Case Manager at Catholic Charities USA
Industry Financial Services
Experience
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

Andrew Gerstein Andrew Gerstein Freehold, New Jersey Details
Andrew Gerstein's Creative Financial Group of NJ Experience June 2009 - August 2009
Job Associate Implementation Consultant at Kyriba
Industry Financial Services
Experience
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

Bob Gasperini Bob Gasperini Greater New York City Area Details
Bob Gasperini's Creative Financial Group of NJ Experience January 2009 - June 2010
Job VP/Loan & Credit Administration at Harmony Bank
Industry Banking
Experience
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

Joe Balogh Joe Balogh Greater New York City Area Details
Joe Balogh's Creative Financial Group of NJ Experience May 2013 - Present
Job Financial Representative at Creative Financial Group of NJ
Industry Financial Services
Experience
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

Steve Segerman Steve Segerman Greater New York City Area Details
Steve Segerman's Creative Financial Group of NJ Experience January 2008 - November 2010
Job Sales Representative at Horizon Blue Cross Blue Shield of New Jersey
Industry Insurance
Experience
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

Pam Whalen, CRPC® Pam Whalen, CRPC® Greater New York City Area Details
Pam Whalen, CRPC®'s Creative Financial Group of NJ Experience January 2012 - March 2013
Job Vice President, Financial Solutions Advisor at Merrill Edge
Industry Financial Services
Experience
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

Tara Krampert Tara Krampert Greater New York City Area Details
Tara Krampert's Creative Financial Group of NJ Experience June 2009 - Present
Job at Creative Financial Group of NJ
Industry Higher Education
Experience
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

Joann Sjosward Joann Sjosward Greater New York City Area Details
Joann Sjosward's Creative Financial Group of NJ Experience 2008 - Present
Job Financial Services Representative at Creative Financial Group of NJ
Industry Financial Services
Experience
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

Jim Wheelock Jim Wheelock Greater New York City Area Details
Jim Wheelock's Creative Financial Group of NJ Experience January 2009 - Present
Job Finacial Representative at Creative Financial Group of NJ
Industry Financial Services
Experience
Creative Financial Group of NJ   January 2009 - Present

Education
Fairliegh Dickenson U.
BS Marketing

Princeton University

Bruce J. Gluck Bruce J. Gluck Clark, New Jersey Details
Bruce J. Gluck's Creative Financial Group of NJ Experience January 2007 - December 2009
Job Retirement Strategies, LLC/ On Target College Planning
Industry Financial Services
Experience
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

jim wheelock jim wheelock Greater New York City Area Details
jim wheelock's Creative Financial Group of NJ Experience January 2009 - Present
Job Financial Representative at Quest Capital Strategies, Inc.
Industry Financial Services
Experience
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

Jameson Roberts Jameson Roberts Greater New York City Area Details
Jameson Roberts's Creative Financial Group of NJ Experience September 2009 - Present
Job Registered Representative at Creative Financial Group of NJ
Industry Financial Services
Experience
Creative Financial Group of NJ   September 2009 - Present

Education
Ramapo College of New Jersey   2005 — 2009
Finance

John DePaul John DePaul Greater Philadelphia Area Details
John DePaul's Creative Financial Group of NJ Experience May 2008 - August 2009
Job J.D. & M.B.A. Candidate
Industry Accounting
Experience
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

Kyle Abbot Kyle Abbot Eatontown, New Jersey Details
Kyle Abbot's Creative Financial Group of NJ Experience February 2010 - September 2011
Job Financial Solutions Advisor at Merrill Edge
Industry Information Services
Experience
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

Krista Mendes Krista Mendes Greater New York City Area Details
Krista Mendes's Creative Financial Group of NJ Experience March 2001 - Present
Job Independent Business Owner
Industry Consumer Goods
Experience
MarkerMan Productions   April 2010 - Present
Creative Financial Group of NJ   March 2001 - Present

Education
Georgian Court University   2002 — 2009
Bachelor's, Business, Marketing

Virginia Popescu Virginia Popescu Greater New York City Area Details
Virginia Popescu's Creative Financial Group of NJ Experience October 2006 - February 2011
Job Legal Services Professional
Industry Legal Services
Experience
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

Reagan Goolcharan Reagan Goolcharan Greater New York City Area Details
Reagan Goolcharan's Creative Financial Group of NJ Experience December 2010 - Present
Job Investment Advisor Representative at Wealth Management Associates Inc.
Industry Financial Services
Experience
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

Thomas Schroll Thomas Schroll Beachwood, New Jersey Details
Thomas Schroll's Creative Financial Group of NJ Experience July 1982 - Present
Job CFO at Creative Financial Group of NJ
Industry Insurance
Experience
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