Dipaola Financial Group
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Dipaola Financial Group Employees
Employee
Years
Job
Industry
Alex Voz Alex Voz's Dipaola Financial Group Experience September 2012 - December 2012
Job Professional Illusionist/Mentalist
Industry Entertainment
Experience
Smart Choice Consulting Group, Inc. January 2013 - Present
www.alexvozmagic.com January 1995 - Present
Dipaola Financial Group September 2012 - December 2012
Twist Group September 2011 - August 2012
Memorial Sloan-Kettering Cancer Center June 2007 - August 2011
Geneva Worldwide February 2010 - May 2010
Skills
Photoshop, Digital Photography, Microsoft Office, Microsoft Excel, Networking, Building Relationships, Illusion, Magicians, Consulting, Sales Management, Sales, Entrepreneurship, Strategy, Motivational Speaking, Leadership, PowerPoint, Public Speaking, Marketing, Social Networking, Social Media, Customer Service, Management
Education
Queens College 2008 — 2013
Bachelor of Arts (B.A.), Economics
Smart Choice Consulting Group, Inc. January 2013 - Present
www.alexvozmagic.com January 1995 - Present
Dipaola Financial Group September 2012 - December 2012
Twist Group September 2011 - August 2012
Memorial Sloan-Kettering Cancer Center June 2007 - August 2011
Geneva Worldwide February 2010 - May 2010
Skills
Photoshop, Digital Photography, Microsoft Office, Microsoft Excel, Networking, Building Relationships, Illusion, Magicians, Consulting, Sales Management, Sales, Entrepreneurship, Strategy, Motivational Speaking, Leadership, PowerPoint, Public Speaking, Marketing, Social Networking, Social Media, Customer Service, Management
Education
Queens College 2008 — 2013
Bachelor of Arts (B.A.), Economics
J.C. Figueroa with DiPaola Financial Group J.C. Figueroa with DiPaola Financial Group's Dipaola Financial Group Experience 2012 - Present
Job Loving Life!! Not into cookie cutter solutions or one size fits all advise.
Industry Financial Services
Experience
Evangel Church L.I.C. November 2013 - Present
DiPaola Financial Group 2012 - Present
Evangel Church June 2008 - Present
Continental Home Loans Inc. February 2008 - April 2011
Topdot Mortgage August 2004 - April 2007
Skills
Fixed Annuities, Retirement Planning, Life Insurance, Disability Insurance, Financial Services, Insurance, Marketing, Retirement, Estate Planning, New Business Development, Mortgage Protection, Disability Income, Pension maximization, Mortgage Lending, Leadership, Finance, Refinance, Loans, Customer Service, Credit, Sales, Investment Properties, Mortgage Marketing, Loan Origination, Sales Management, Financial Planning
Education
City University of New York-John Jay College of Criminal Justice 1991 — 1995
B.S., Criminal law
Newtown High School 1988 — 1991
Business, Business Administration and Management, General
Evangel Church L.I.C. November 2013 - Present
DiPaola Financial Group 2012 - Present
Evangel Church June 2008 - Present
Continental Home Loans Inc. February 2008 - April 2011
Topdot Mortgage August 2004 - April 2007
Skills
Fixed Annuities, Retirement Planning, Life Insurance, Disability Insurance, Financial Services, Insurance, Marketing, Retirement, Estate Planning, New Business Development, Mortgage Protection, Disability Income, Pension maximization, Mortgage Lending, Leadership, Finance, Refinance, Loans, Customer Service, Credit, Sales, Investment Properties, Mortgage Marketing, Loan Origination, Sales Management, Financial Planning
Education
City University of New York-John Jay College of Criminal Justice 1991 — 1995
B.S., Criminal law
Newtown High School 1988 — 1991
Business, Business Administration and Management, General
Kyle Turnier Kyle Turnier's Dipaola Financial Group Experience June 2011 - August 2011
Job Analyst at AQR Capital Management
Industry Financial Services
Experience
AQR Capital Management February 2014 - Present
UBS Investment Bank August 2012 - February 2014
Dipaola Financial Group June 2011 - August 2011
Education
Pace University - Lubin School of Business 2008 — 2012
Bachelor, Business Administration; Finance
AQR Capital Management February 2014 - Present
UBS Investment Bank August 2012 - February 2014
Dipaola Financial Group June 2011 - August 2011
Education
Pace University - Lubin School of Business 2008 — 2012
Bachelor, Business Administration; Finance
Justin Ponella Justin Ponella's Dipaola Financial Group Experience February 2011 - Present
Job Managing Director at Dipaola Financial Group
Industry Financial Services
Experience
Dipaola Financial Group February 2011 - Present
MetLife December 2005 - January 2011
Skills
NYS Life/Health, Series..., Fixed Annuities, Disability Insurance, Retirement Planning, Retirement, Long-term Care, Term Life Insurance, Life Insurance, IRAs, Mutual Funds, Insurance, Estate Planning, 401k, Series 63, Series 7, Financial Advisory, Wealth Management, Long Term Care Insurance, Health Insurance, Whole Life, Strategic Financial...
Education
SUNY Cortland 2001 — 2002
Mt. Sinai High School 1998 — 2001
Dipaola Financial Group February 2011 - Present
MetLife December 2005 - January 2011
Skills
NYS Life/Health, Series..., Fixed Annuities, Disability Insurance, Retirement Planning, Retirement, Long-term Care, Term Life Insurance, Life Insurance, IRAs, Mutual Funds, Insurance, Estate Planning, 401k, Series 63, Series 7, Financial Advisory, Wealth Management, Long Term Care Insurance, Health Insurance, Whole Life, Strategic Financial...
Education
SUNY Cortland 2001 — 2002
Mt. Sinai High School 1998 — 2001
Paul Morfino Paul Morfino's Dipaola Financial Group Experience October 2013 - Present
Job Financial Advisor at Dipaola Financial Group
Industry Financial Services
Experience
Dipaola Financial Group October 2013 - Present
Jonny D's Restaurant September 2005 - September 2013
Home Energy Solutions, Inc. June 2012 - February 2013
Skills
Customer Service, Life Insurance, Retirement Planning, Management, Leadership, Fixed Annuities, Estate Planning, Disability Insurance, Financial Services, Long Term Care Insurance, 401k Rollovers, Mortgage Protection, Annuities, IRAs, College Savings Plans, Healthcare, Employee Benefits, Public Speaking, Data Analysis, Research, Analysis, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Windows, Photoshop, Mortgage Marketing, Investments
Education
Fairfield University 2006 — 2012
Bachelor of Science (B.S.), Finance, Accounting, Management, Philosophy
Dipaola Financial Group October 2013 - Present
Jonny D's Restaurant September 2005 - September 2013
Home Energy Solutions, Inc. June 2012 - February 2013
Skills
Customer Service, Life Insurance, Retirement Planning, Management, Leadership, Fixed Annuities, Estate Planning, Disability Insurance, Financial Services, Long Term Care Insurance, 401k Rollovers, Mortgage Protection, Annuities, IRAs, College Savings Plans, Healthcare, Employee Benefits, Public Speaking, Data Analysis, Research, Analysis, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Windows, Photoshop, Mortgage Marketing, Investments
Education
Fairfield University 2006 — 2012
Bachelor of Science (B.S.), Finance, Accounting, Management, Philosophy
Rudolph Escobar Rudolph Escobar's Dipaola Financial Group Experience October 2013 - March 2014
Job Recruiter at Carrington Fox
Industry Financial Services
Experience
Carrington Fox August 2015 - Present
Options Group April 2014 - July 2015
Dipaola Financial Group October 2013 - March 2014
Open Road Acura March 2013 - October 2013
GNC April 2007 - January 2013
Skills
Expertise in estate..., Wealth Management, Wealth Preservation..., Wealth Accumulation..., Strategic Financial..., Sales, Financial Advisory, Retirement Planning, Estate Planning, Disability Insurance, 401k, Life Insurance, Insurance, Employee Benefits, Small Business, Networking, Finance, Business, Microsoft Excel, PowerPoint, Recruiting, Time Management, Financial Analysis, Management, Portfolio Management, Equities, Financial Recruiting, Executive Search, Talent Acquisition, Financial Modeling
Education
Rutgers, The State University of New Jersey-Newark 2007 — 2011
Bachelor's Degree, Political Science
Edison High School 2004 — 2007
Carrington Fox August 2015 - Present
Options Group April 2014 - July 2015
Dipaola Financial Group October 2013 - March 2014
Open Road Acura March 2013 - October 2013
GNC April 2007 - January 2013
Skills
Expertise in estate..., Wealth Management, Wealth Preservation..., Wealth Accumulation..., Strategic Financial..., Sales, Financial Advisory, Retirement Planning, Estate Planning, Disability Insurance, 401k, Life Insurance, Insurance, Employee Benefits, Small Business, Networking, Finance, Business, Microsoft Excel, PowerPoint, Recruiting, Time Management, Financial Analysis, Management, Portfolio Management, Equities, Financial Recruiting, Executive Search, Talent Acquisition, Financial Modeling
Education
Rutgers, The State University of New Jersey-Newark 2007 — 2011
Bachelor's Degree, Political Science
Edison High School 2004 — 2007
Steven D'Andrea's Dipaola Financial Group Experience June 2008 - Present
Job Managing Director
Industry Financial Services
Experience
DiPaola Financial Group June 2008 - Present
American Income Life May 2005 - May 2008
Justin Lewis and Associates September 2001 - April 2005
Skills
Insurance, Long Term Care, Disability Insurance, Retirement Planning, Estate Planning, Health Insurance, Premium Financing, Pensions, Savings, Annuities, Term Life Insurance, Whole Life, Universal Life, Financial Advisory, Financial Planning, Employee Benefits, Wealth Management, Investments, Annuity, Retirement, IRA's, Insurance Planning, 401k, Brokers, Small Business, Asset Allocation, Long-term Care, Group Benefits, Retirement Income..., Risk Management, Dental, Portfolio Management, Mutual Funds, Health, Underwriting, Wealth Accumulation, Critical Illness, Accident, Succession Planning, Mortgage Protection, Series 7, Series 63, Sales Management, Fixed Annuities, Asset Management, Commercial Insurance, Business Planning, Property & Casualty..., Protection, Investment Advisory
Education
NYIT 1990 — 1994
B.S.
DiPaola Financial Group June 2008 - Present
American Income Life May 2005 - May 2008
Justin Lewis and Associates September 2001 - April 2005
Skills
Insurance, Long Term Care, Disability Insurance, Retirement Planning, Estate Planning, Health Insurance, Premium Financing, Pensions, Savings, Annuities, Term Life Insurance, Whole Life, Universal Life, Financial Advisory, Financial Planning, Employee Benefits, Wealth Management, Investments, Annuity, Retirement, IRA's, Insurance Planning, 401k, Brokers, Small Business, Asset Allocation, Long-term Care, Group Benefits, Retirement Income..., Risk Management, Dental, Portfolio Management, Mutual Funds, Health, Underwriting, Wealth Accumulation, Critical Illness, Accident, Succession Planning, Mortgage Protection, Series 7, Series 63, Sales Management, Fixed Annuities, Asset Management, Commercial Insurance, Business Planning, Property & Casualty..., Protection, Investment Advisory
Education
NYIT 1990 — 1994
B.S.
Alex Bruschi's Dipaola Financial Group Experience June 2014 - Present
Job Financial Advisor at Dipaola Financial Group
Industry Financial Services
Experience
Dipaola Financial Group June 2014 - Present
Kabar Cosmos December 2011 - May 2014
Skills
Teamwork, Leadership, Life Insurance, Sales, Disability Insurance, Customer Service, Financial Planning, Management, Marketing, Motivation, Poise, Time Management
Education
Farmingdale State University of New York 2011 — 2014
Business Administration and Management, General
Universitat Ramon Llull 2012 — 2013
Bachelor of Business Administration (BBA), Business Administration and Management, General
New Hyde Park Memorial 2004 — 2010
Dipaola Financial Group June 2014 - Present
Kabar Cosmos December 2011 - May 2014
Skills
Teamwork, Leadership, Life Insurance, Sales, Disability Insurance, Customer Service, Financial Planning, Management, Marketing, Motivation, Poise, Time Management
Education
Farmingdale State University of New York 2011 — 2014
Business Administration and Management, General
Universitat Ramon Llull 2012 — 2013
Bachelor of Business Administration (BBA), Business Administration and Management, General
New Hyde Park Memorial 2004 — 2010
Alonzo Hall Alonzo Hall's Dipaola Financial Group Experience March 2013 - December 2013
Job Representative at Dipaola Financial Group
Industry Insurance
Experience
National Debt Relief June 2013 - Present
Mendon Truck Leasing and Rental 2014 - 2014
Mendon Truck Leasing and Rental 2014 - 2014
Mendon Truck Leasing and Rental 2014 - 2014
Dipaola Financial Group March 2013 - December 2013
EJ sterling December 2012 - February 2013
Mutual of Omaha February 2012 - January 2013
Aflac April 2011 - February 2012
Northern Leasing Systems 2011 - 2012
Northern Leasing Systems 2011 - 2012
Skills
Public Relations, Wealth Management, Wealth Preservation..., Insurance, Health Insurance, Disability Insurance, Android, Blackberry, Smartphones, Retirement, Term Life Insurance, Fixed Annuities, Life Insurance, Long-term Care, Critical Illness, Retirement Planning, Employee Benefits, Long Term Care Insurance, Underwriting, 401k Rollovers, Whole Life, Universal Life, Accident Insurance, Permanent Life Insurance, IRAs, Accident, Group Insurance, Voluntary Employee..., Licensed to Sell..., Key Person Insurance, Licensed Life & Health..., Guaranteed Lifetime..., Annuity Sales, Equities, Investments, College Funding..., College Savings Plans, Saving for Education, Financial Advisory, Finance, Wealth Accumulation, Equity Indexed Annuities, Mortgage Marketing, Sales, Medicare Part D, Income Protection, Personal Financial..., Financial Services, Cold Calling, Licensed Life Insurance...
Education
University of New Haven
National Debt Relief June 2013 - Present
Mendon Truck Leasing and Rental 2014 - 2014
Mendon Truck Leasing and Rental 2014 - 2014
Mendon Truck Leasing and Rental 2014 - 2014
Dipaola Financial Group March 2013 - December 2013
EJ sterling December 2012 - February 2013
Mutual of Omaha February 2012 - January 2013
Aflac April 2011 - February 2012
Northern Leasing Systems 2011 - 2012
Northern Leasing Systems 2011 - 2012
Skills
Public Relations, Wealth Management, Wealth Preservation..., Insurance, Health Insurance, Disability Insurance, Android, Blackberry, Smartphones, Retirement, Term Life Insurance, Fixed Annuities, Life Insurance, Long-term Care, Critical Illness, Retirement Planning, Employee Benefits, Long Term Care Insurance, Underwriting, 401k Rollovers, Whole Life, Universal Life, Accident Insurance, Permanent Life Insurance, IRAs, Accident, Group Insurance, Voluntary Employee..., Licensed to Sell..., Key Person Insurance, Licensed Life & Health..., Guaranteed Lifetime..., Annuity Sales, Equities, Investments, College Funding..., College Savings Plans, Saving for Education, Financial Advisory, Finance, Wealth Accumulation, Equity Indexed Annuities, Mortgage Marketing, Sales, Medicare Part D, Income Protection, Personal Financial..., Financial Services, Cold Calling, Licensed Life Insurance...
Education
University of New Haven
John P Martin John P Martin's Dipaola Financial Group Experience 2010 - Present
Job President, The Association of Clergy & Ministry Leaders, Inc.
Industry Nonprofit Organization Management
Experience
The Association of Clergy & Ministry Leaders, Inc. August 2011 - Present
Dipaola Financial Group 2010 - Present
Dipaola Financial Group 2010 - Present
Burke Rehabilitation Hospital 2005 - 2011
Mutual of Omaha 2007 - 2009
Skills
Long-term Care, Employee Benefits, Non-profits, Disabilities, Hospitals, Cancer, Churches, Small Business, Disability Insurance, Term Life Insurance, Life Insurance, Health Insurance, Fixed Annuities, Insurance, Retirement, Critical Illness, Benefits Administration, Health Benefits..., Non-profit Leadership, Non-profit..., Corporate Partnership..., Sponsorship Program..., 401k
Education
Quinnipiac University 2002 — 2006
BHSc, Economics, International Business, Gerontology, Physical Therapy
Archbishop Stepinac High School 1998 — 2002
Honors Regents Diploma
The Association of Clergy & Ministry Leaders, Inc. August 2011 - Present
Dipaola Financial Group 2010 - Present
Dipaola Financial Group 2010 - Present
Burke Rehabilitation Hospital 2005 - 2011
Mutual of Omaha 2007 - 2009
Skills
Long-term Care, Employee Benefits, Non-profits, Disabilities, Hospitals, Cancer, Churches, Small Business, Disability Insurance, Term Life Insurance, Life Insurance, Health Insurance, Fixed Annuities, Insurance, Retirement, Critical Illness, Benefits Administration, Health Benefits..., Non-profit Leadership, Non-profit..., Corporate Partnership..., Sponsorship Program..., 401k
Education
Quinnipiac University 2002 — 2006
BHSc, Economics, International Business, Gerontology, Physical Therapy
Archbishop Stepinac High School 1998 — 2002
Honors Regents Diploma
Warren Murphy's Dipaola Financial Group Experience August 2013 - Present
Job Financial Consultant at Dipaola Financial Group
Industry Financial Services
Experience
Dipaola Financial Group August 2013 - Present
Enterprise Rent-A-Car, Fort Lee, NJ May 2012 - August 2012
Lowe’s May 2011 - August 2011
TriStar Products August 2008 - August 2009
Skills
Event Planning, Microsoft Office, Leadership, Management, Sales
Education
Centenary College 2010 — 2013
Bachelor of Science (B.S.) - 5/13, Marketing and Management, 3.2
Dipaola Financial Group August 2013 - Present
Enterprise Rent-A-Car, Fort Lee, NJ May 2012 - August 2012
Lowe’s May 2011 - August 2011
TriStar Products August 2008 - August 2009
Skills
Event Planning, Microsoft Office, Leadership, Management, Sales
Education
Centenary College 2010 — 2013
Bachelor of Science (B.S.) - 5/13, Marketing and Management, 3.2
Jack Epstein Jack Epstein's Dipaola Financial Group Experience July 2013 - Present
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
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
Donald Iannielli Donald Iannielli's Dipaola Financial Group Experience September 2013 - Present
Job Financial Advisor at Dipaola Financial Group
Industry Financial Services
Experience
Dipaola Financial Group September 2013 - Present
Better Living Fitness September 2008 - Present
ARAMARK February 2013 - October 2013
Skills
Financial Advisory, Customer Service, Teaching, Investments, Insurance, Management, Fitness Training, Cooking, Marketing, Portfolio Management, Sales
Education
Queens College 2012 — 2014
Bachelors Degree, Economics
Suffolk County Community College 2008 — 2011
Associate's degree, Education
Dipaola Financial Group September 2013 - Present
Better Living Fitness September 2008 - Present
ARAMARK February 2013 - October 2013
Skills
Financial Advisory, Customer Service, Teaching, Investments, Insurance, Management, Fitness Training, Cooking, Marketing, Portfolio Management, Sales
Education
Queens College 2012 — 2014
Bachelors Degree, Economics
Suffolk County Community College 2008 — 2011
Associate's degree, Education
Steve Pirrotta's Dipaola Financial Group Experience May 2009 - October 2011
Job Private Client Banker/Small Business Specialist at JP Morgan Chase Bank, N.A
Industry Banking
Experience
JP Morgan Chase Bank, N.A August 2014 - Present
JP Morgan Chase Bank, N.A March 2013 - Present
JP Morgan Chase Bank, N.A March 2012 - Present
Dipaola Financial Group May 2009 - October 2011
David Lerner Associates, inc. December 2008 - January 2009
Education
Eastern Nazarene College 2004 — 2008
Bachelor of Science, Engineering
JP Morgan Chase Bank, N.A August 2014 - Present
JP Morgan Chase Bank, N.A March 2013 - Present
JP Morgan Chase Bank, N.A March 2012 - Present
Dipaola Financial Group May 2009 - October 2011
David Lerner Associates, inc. December 2008 - January 2009
Education
Eastern Nazarene College 2004 — 2008
Bachelor of Science, Engineering
Jason Beltran's Dipaola Financial Group Experience February 2014 - April 2015
Job Funding Specialist at Berkman Financial
Industry Security and Investigations
Experience
Berkman Financial May 2015 - Present
Dipaola Financial Group February 2014 - April 2015
AIG February 2012 - August 2014
Skills
Business Acquisition..., Disability Insurance, Finance, Health Insurance, Insurance, Life Insurance, Security, Retirement, Financial Planning, Financial Services
Education
Mildred Elley 2012 — 2014
Associate's degree, Medical/Clinical Assistant
Susan E. Wagner High School 2004 — 2008
Diploma
Berkman Financial May 2015 - Present
Dipaola Financial Group February 2014 - April 2015
AIG February 2012 - August 2014
Skills
Business Acquisition..., Disability Insurance, Finance, Health Insurance, Insurance, Life Insurance, Security, Retirement, Financial Planning, Financial Services
Education
Mildred Elley 2012 — 2014
Associate's degree, Medical/Clinical Assistant
Susan E. Wagner High School 2004 — 2008
Diploma
Ryan Schaible's Dipaola Financial Group Experience January 2013 - Present
Job Providing insurance solutions for individuals, businesses and unions.
Industry Insurance
Experience
Dipaola Financial Group January 2013 - Present
State Farm Insurance September 2008 - December 2012
Skills
Insurance, Life Insurance, Fixed Annuities, Disability Insurance, Term Life Insurance, Retirement, Small Business, Investments, Retirement Planning, 401k, Health Insurance, IRAs, Financial Services, Employee Benefits, Strategic Financial..., Commercial Insurance, Whole Life, Series 6, Property & Casualty..., Liability, Dental Insurance, Client Service, General Insurance, Homeowners, Workers Compensation, Customer Retention, Universal Life, College Savings Plans, Casualty, Umbrella Insurance, Series 63, Cross Selling, Long-term Care
Education
SUNY Oneonta 2003 — 2007
Bachelor of Science, Business Economics, w/ Concentration in Marketing
Dipaola Financial Group January 2013 - Present
State Farm Insurance September 2008 - December 2012
Skills
Insurance, Life Insurance, Fixed Annuities, Disability Insurance, Term Life Insurance, Retirement, Small Business, Investments, Retirement Planning, 401k, Health Insurance, IRAs, Financial Services, Employee Benefits, Strategic Financial..., Commercial Insurance, Whole Life, Series 6, Property & Casualty..., Liability, Dental Insurance, Client Service, General Insurance, Homeowners, Workers Compensation, Customer Retention, Universal Life, College Savings Plans, Casualty, Umbrella Insurance, Series 63, Cross Selling, Long-term Care
Education
SUNY Oneonta 2003 — 2007
Bachelor of Science, Business Economics, w/ Concentration in Marketing
D. Landon Brooks D. Landon Brooks's Dipaola Financial Group Experience 2011 - 2012
Job CEO, Senior Executive, Entrepreneur, Strategic Branding, Business Development, Event Planning, Marketing and Advertising
Industry Marketing and Advertising
Experience
TMI Corporation January 2014 - Present
DBG Model Management co February 2010 - Present
Subway 2014 - 2015
Modell's Sporting Goods 2014 - 2014
Purfek Storm Music Group 2014 - 2014
VIP Travel Experience 2013 - 2014
EvoShield 2012 - 2013
DICK'S Sporting Goods 2012 - 2013
PepsiCo 2011 - 2012
Dipaola Financial Group 2011 - 2012
Skills
Entertainment, Sponsorship, Television, Sports, New Media, Publicity, Photography, Sports Marketing, Video Production, Social Networking, Video, Film, Creative Direction, Baseball, Social Media Marketing, Radio, Casting, Advertising, Editorial, Event Management, Content Strategy, Talent Scouting, Music Videos, Digital Media, Talent Booking, Press Releases, Broadcast, Facebook, Film Production, Public Relations, Media Production, Social Media, Media Relations, Celebrity, Producing, Scouting, Sponsorship Sales, Blogging, Event Planning, Brand Development, Athlete Marketing, Post Production, Acting, Music, Online Marketing, Commercials, Video Editing, Screenwriting, Independent Film, Voice Over
Education
Seton Hall University 2003 — 2007
Master of Business Administration (MBA), Business Administration and Management, General
Florida Southern College 1999 — 2003
Bachelor of Arts (B.A.), Mass Communication/Media Studies
TMI Corporation January 2014 - Present
DBG Model Management co February 2010 - Present
Subway 2014 - 2015
Modell's Sporting Goods 2014 - 2014
Purfek Storm Music Group 2014 - 2014
VIP Travel Experience 2013 - 2014
EvoShield 2012 - 2013
DICK'S Sporting Goods 2012 - 2013
PepsiCo 2011 - 2012
Dipaola Financial Group 2011 - 2012
Skills
Entertainment, Sponsorship, Television, Sports, New Media, Publicity, Photography, Sports Marketing, Video Production, Social Networking, Video, Film, Creative Direction, Baseball, Social Media Marketing, Radio, Casting, Advertising, Editorial, Event Management, Content Strategy, Talent Scouting, Music Videos, Digital Media, Talent Booking, Press Releases, Broadcast, Facebook, Film Production, Public Relations, Media Production, Social Media, Media Relations, Celebrity, Producing, Scouting, Sponsorship Sales, Blogging, Event Planning, Brand Development, Athlete Marketing, Post Production, Acting, Music, Online Marketing, Commercials, Video Editing, Screenwriting, Independent Film, Voice Over
Education
Seton Hall University 2003 — 2007
Master of Business Administration (MBA), Business Administration and Management, General
Florida Southern College 1999 — 2003
Bachelor of Arts (B.A.), Mass Communication/Media Studies
Samuel Cherilus Samuel Cherilus's Dipaola Financial Group Experience February 2013 - Present
Job Featured on First Time Flippers
Industry Real Estate
Experience
Toro Redevelopers, LLC July 2014 - Present
CapRock, LLC January 2014 - Present
Dipaola Financial Group February 2013 - Present
American Financial Resources, Inc. (AFR Mortgage) February 2013 - Present
Primerica Financial Services January 2010 - February 2013
Barringer High School September 2012 - November 2012
AEP Industries November 2009 - October 2012
New Century Tax January 2012 - April 2012
Hess Corporation 2009 - 2009
Societe Generale July 2007 - August 2007
Skills
Financial Modeling, Finance, Insurance, Series 63, Microsoft Office, Microsoft Word, VBA, Investments, Loans, Financial Planning, Mortgage Lending
Education
Hofstra University 2004 — 2008
BBA, Finance
Toro Redevelopers, LLC July 2014 - Present
CapRock, LLC January 2014 - Present
Dipaola Financial Group February 2013 - Present
American Financial Resources, Inc. (AFR Mortgage) February 2013 - Present
Primerica Financial Services January 2010 - February 2013
Barringer High School September 2012 - November 2012
AEP Industries November 2009 - October 2012
New Century Tax January 2012 - April 2012
Hess Corporation 2009 - 2009
Societe Generale July 2007 - August 2007
Skills
Financial Modeling, Finance, Insurance, Series 63, Microsoft Office, Microsoft Word, VBA, Investments, Loans, Financial Planning, Mortgage Lending
Education
Hofstra University 2004 — 2008
BBA, Finance
Alan Lipson RHU's Dipaola Financial Group Experience September 2012 - February 2014
Job President at Life Planning
Industry Insurance
Experience
Life Planning February 2014 - Present
Dipaola Financial Group September 2012 - February 2014
National Insurance January 2004 - July 2012
Skills
Annuities, Long Term Care, Insurance, Public Speaking, Healthcare, Management Consulting, Fixed Annuities, Long-term Care, Asset Management, Disability Insurance
Education
Mercy College
Life Planning February 2014 - Present
Dipaola Financial Group September 2012 - February 2014
National Insurance January 2004 - July 2012
Skills
Annuities, Long Term Care, Insurance, Public Speaking, Healthcare, Management Consulting, Fixed Annuities, Long-term Care, Asset Management, Disability Insurance
Education
Mercy College
Jarret Gordon's Dipaola Financial Group Experience October 2010 - May 2013
Job Senior Account Executive at 5 North Inc
Industry Marketing and Advertising
Experience
5 North Inc. May 2013 - Present
Dipaola Financial Group October 2010 - May 2013
Skills
Disability Insurance, Retirement, Estate Planning, Retirement Planning, Fixed Annuities, Financial Advisory
Education
University of Maryland College Park 2004 — 2008
University of Maryland - Robert H. Smith School of Business
5 North Inc. May 2013 - Present
Dipaola Financial Group October 2010 - May 2013
Skills
Disability Insurance, Retirement, Estate Planning, Retirement Planning, Fixed Annuities, Financial Advisory
Education
University of Maryland College Park 2004 — 2008
University of Maryland - Robert H. Smith School of Business
Albert Binman's Dipaola Financial Group Experience November 2013 - Present
Job "The best way to have a future is to create one"
Industry Insurance
Experience
Dipaola Financial Group November 2013 - Present
NILICO October 2012 - September 2013
MCRS 2009 - 2012
Fine and Particular Eyewear 2008 - 2009
Skills
Customer Service, Microsoft Office, Microsoft Excel, Marketing Strategy, Strategic Planning, Microsoft Word, Sales, Sales Management, Public Relations, Marketing, Social Media, PowerPoint, Team Building, Negotiation, New Business Development, Life Insurance
Education
Brooklyn College 2005 — 2008
Bachelor of Applied Science (B.A.Sc.), Finance and Financial Management Services
Hunter College 2002 — 2005
Bachelor of Applied Science (B.A.Sc.), Finance and Financial Management Services
Dipaola Financial Group November 2013 - Present
NILICO October 2012 - September 2013
MCRS 2009 - 2012
Fine and Particular Eyewear 2008 - 2009
Skills
Customer Service, Microsoft Office, Microsoft Excel, Marketing Strategy, Strategic Planning, Microsoft Word, Sales, Sales Management, Public Relations, Marketing, Social Media, PowerPoint, Team Building, Negotiation, New Business Development, Life Insurance
Education
Brooklyn College 2005 — 2008
Bachelor of Applied Science (B.A.Sc.), Finance and Financial Management Services
Hunter College 2002 — 2005
Bachelor of Applied Science (B.A.Sc.), Finance and Financial Management Services
Roheen M. Safi's Dipaola Financial Group Experience February 2011 - Present
Job Sr. Managing Partner at DiPaola Financial Group
Industry Financial Services
Experience
DiPaola Financial Group February 2011 - Present
Torchmark / Liberty National January 2009 - January 2011
Skills
Insurance Agents, Financial Advisory, Brokerage, Investments, Retirement Planning, Annuities, Estate Planning, Retirement Solutions, College Savings Plans, 401 K Rollovers, 529 Plans, Insurance Strategies, Investment Strategies, Asset Allocation, Retirement Income..., Investment Advisory, Protection, Saving for Education, Whole Life, Universal Life, Term Life Insurance, Roth IRA, SEP, Mortgage Protection, Annuity, Wealth Management, Buy-sell Agreements, Financial Planning, Financial Analysis, Financial Management, Strategic Financial..., Pensions, Fixed Annuities, Retirement, Financial Services, Insurance, 401k, Disability Insurance, Life Insurance, Management, Long-term Care, Mutual Funds, Sales
Education
Briarcliffe College
LIU
DiPaola Financial Group February 2011 - Present
Torchmark / Liberty National January 2009 - January 2011
Skills
Insurance Agents, Financial Advisory, Brokerage, Investments, Retirement Planning, Annuities, Estate Planning, Retirement Solutions, College Savings Plans, 401 K Rollovers, 529 Plans, Insurance Strategies, Investment Strategies, Asset Allocation, Retirement Income..., Investment Advisory, Protection, Saving for Education, Whole Life, Universal Life, Term Life Insurance, Roth IRA, SEP, Mortgage Protection, Annuity, Wealth Management, Buy-sell Agreements, Financial Planning, Financial Analysis, Financial Management, Strategic Financial..., Pensions, Fixed Annuities, Retirement, Financial Services, Insurance, 401k, Disability Insurance, Life Insurance, Management, Long-term Care, Mutual Funds, Sales
Education
Briarcliffe College
LIU
Gregory Broytman's Dipaola Financial Group Experience April 2012 - December 2012
Job Rothschild Lieberman
Industry Investment Banking
Experience
Rothschild Leiberman March 2015 - Present
Aegis Capital January 2013 - June 2014
Dipaola Financial Group April 2012 - December 2012
Ikhilov law group May 2009 - March 2012
Skills
Microsoft Excel, Retirement Planning, Finance, Investments, Financial Analysis, Microsoft Office, Customer Service, Strategic Planning, Financial Modeling, Risk Management, Marketing, PowerPoint
Education
SUNY Binghamton 2006 — 2009
BA, Economics
Rothschild Leiberman March 2015 - Present
Aegis Capital January 2013 - June 2014
Dipaola Financial Group April 2012 - December 2012
Ikhilov law group May 2009 - March 2012
Skills
Microsoft Excel, Retirement Planning, Finance, Investments, Financial Analysis, Microsoft Office, Customer Service, Strategic Planning, Financial Modeling, Risk Management, Marketing, PowerPoint
Education
SUNY Binghamton 2006 — 2009
BA, Economics
Frank Petrocelli's Dipaola Financial Group Experience March 2013 - Present
Job Senior Financial Consultant at Dipaola Financial Group
Industry Financial Services
Experience
Dipaola Financial Group March 2013 - Present
MassMutual Financial Group December 2008 - February 2013
Ameriprise Financial Services, Inc. January 2000 - December 2008
Skills
Investment Strategies, Wealth Management, Finacial Management, IRAs, Disability Insurance, Life Insurance, Business Continuity..., Long-term Care, Strategic Planning, Retirement Planning, Money Management, Annuity Sales, Group Insurance, New Business Development, Retirement
Education
St. John's University
Bachelor of Science (BS), Business/Managerial Economics
Dipaola Financial Group March 2013 - Present
MassMutual Financial Group December 2008 - February 2013
Ameriprise Financial Services, Inc. January 2000 - December 2008
Skills
Investment Strategies, Wealth Management, Finacial Management, IRAs, Disability Insurance, Life Insurance, Business Continuity..., Long-term Care, Strategic Planning, Retirement Planning, Money Management, Annuity Sales, Group Insurance, New Business Development, Retirement
Education
St. John's University
Bachelor of Science (BS), Business/Managerial Economics
Adam Manson's Dipaola Financial Group Experience June 2015 - August 2015
Job Junior advisory intern at DiPaola Financial Group
Industry Financial Services
Experience
Stonehill College Investment Finance Initiative June 2015 - Present
Dipaola Financial Group June 2015 - August 2015
Skills
Financial Analysis, Microsoft Excel, Finance, Accounting, Investments, PowerPoint, Financial Modeling, Corporate Finance, Financial Planning, Financial Reporting
Education
Stonehill College 2012 — 2016
Bachelor’s Degree, Finance, General, 3.45
Walt Whitman High School 2008 — 2012
High School Diploma
Stonehill College Investment Finance Initiative June 2015 - Present
Dipaola Financial Group June 2015 - August 2015
Skills
Financial Analysis, Microsoft Excel, Finance, Accounting, Investments, PowerPoint, Financial Modeling, Corporate Finance, Financial Planning, Financial Reporting
Education
Stonehill College 2012 — 2016
Bachelor’s Degree, Finance, General, 3.45
Walt Whitman High School 2008 — 2012
High School Diploma