Dynasty Advisors
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Dynasty Advisors Employees
Employee
Years
Job
Industry
Caroline Dentino Caroline Dentino's Dynasty Advisors Experience September 2009 - February 2012
Job Vice President of Business Development at Land Services USA, Inc.
Industry Real Estate
Experience
Land Services USA March 2014 - Present
First American Title February 2012 - February 2014
Dynasty Advisors September 2009 - February 2012
First Command Financial Planning May 2007 - September 2009
Skills
Aggressive, Determined, Social, Mutual Funds, Analysis, Small Business, Securities, Insurance, Investments, Strategy, 401k, Strategic Financial..., Financial Planners, Portfolio Management, Fixed Annuities, Mortgage Lending, Real Estate Transactions, Disability Insurance, Life Insurance, Series 6, Loans, Financial Analysis, Estate Planning, Retirement, Retirement Planning, Property & Casualty..., Finance
Education
East Carolina University - College of Business 2004 — 2008
BSBA, Management
Land Services USA March 2014 - Present
First American Title February 2012 - February 2014
Dynasty Advisors September 2009 - February 2012
First Command Financial Planning May 2007 - September 2009
Skills
Aggressive, Determined, Social, Mutual Funds, Analysis, Small Business, Securities, Insurance, Investments, Strategy, 401k, Strategic Financial..., Financial Planners, Portfolio Management, Fixed Annuities, Mortgage Lending, Real Estate Transactions, Disability Insurance, Life Insurance, Series 6, Loans, Financial Analysis, Estate Planning, Retirement, Retirement Planning, Property & Casualty..., Finance
Education
East Carolina University - College of Business 2004 — 2008
BSBA, Management
Thomas Boggia Thomas Boggia's Dynasty Advisors Experience January 2013 - April 2013
Job Property Management
Industry Real Estate
Experience
Delta Dynamic Solutions LLC January 2015 - Present
Dynasty Advisors January 2013 - April 2013
Nevada State Campaign August 2012 - December 2012
Office of Philadelphia Sheriff January 2012 - May 2012
n/a September 2008 - May 2012
Alumni of Waldron 2003 - 2003
Skills
Mutual Funds, Financial Analysis, Retirement Planning, Securities, Portfolio Management, Wealth Management, Banking, Bonds, Private Equity, Investment Strategies, Asset Allocation, Financial Advisory, Alternative Investments, ETFs, Hedge Funds, Investment Management, Bloomberg, Finance, Asset Management
Education
Rowan University 2008 — 2012
B.S., Finance
Delta Dynamic Solutions LLC January 2015 - Present
Dynasty Advisors January 2013 - April 2013
Nevada State Campaign August 2012 - December 2012
Office of Philadelphia Sheriff January 2012 - May 2012
n/a September 2008 - May 2012
Alumni of Waldron 2003 - 2003
Skills
Mutual Funds, Financial Analysis, Retirement Planning, Securities, Portfolio Management, Wealth Management, Banking, Bonds, Private Equity, Investment Strategies, Asset Allocation, Financial Advisory, Alternative Investments, ETFs, Hedge Funds, Investment Management, Bloomberg, Finance, Asset Management
Education
Rowan University 2008 — 2012
B.S., Finance
John Gerazounis John Gerazounis's Dynasty Advisors Experience March 2005 - October 2005
Job Owner at John's Deli
Industry Real Estate
Experience
The Original John's Deli September 2013 - Present
Sabre Real Estate Group August 2013 - Present
Venture Capital Properties LLC January 2012 - August 2013
Lend America October 2006 - January 2009
Mortgage Source October 2005 - October 2006
Dynasty Advisors March 2005 - October 2005
Skills
Real Estate, Commercial Real Estate, Corporate Real Estate, Real Estate Financing, Mortgage Banking, Commercial Leasing, Retail Leasing, Lease Negotiations, Tenant Representation, Landlord Representation, Real Estate Transactions, Leases, Landlords, Disposition
Education
New York University 2013 — 2017
Bachelor of Science (B.S.), Real Estate
New Hyde Park Memorial High School 1997 — 2003
The Original John's Deli September 2013 - Present
Sabre Real Estate Group August 2013 - Present
Venture Capital Properties LLC January 2012 - August 2013
Lend America October 2006 - January 2009
Mortgage Source October 2005 - October 2006
Dynasty Advisors March 2005 - October 2005
Skills
Real Estate, Commercial Real Estate, Corporate Real Estate, Real Estate Financing, Mortgage Banking, Commercial Leasing, Retail Leasing, Lease Negotiations, Tenant Representation, Landlord Representation, Real Estate Transactions, Leases, Landlords, Disposition
Education
New York University 2013 — 2017
Bachelor of Science (B.S.), Real Estate
New Hyde Park Memorial High School 1997 — 2003
Monique Burton Monique Burton's Dynasty Advisors Experience August 2013 - Present
Job Experienced and highly motivated administrative professional. Commissioned Notary Public.
Industry Marketing and Advertising
Experience
Rivendell Media Co August 2015 - Present
Dynasty Advisors August 2013 - Present
Vendee en Vogue- Gift Baskets and Gifting Service November 2010 - Present
Couto DeFranco, P.A. December 2008 - April 2012
TD December 2007 - December 2008
Skills
Banking, Retail Banking, Customer Service, Sales, Notary Public, Coordinating Events, Office Administration, Microsoft Office, Marketing, Gifts, Time Management, Marketing Communications, Advertising, Communication, Social Media, Event Planning, Social Networking, Event Management, Facebook, Marketing Strategy, Management, Fundraising, Strategic Planning
Education
Adelphi University 2005 — 2006
Marketing
Bloomfield College 2003 — 2005
Marketing
Rivendell Media Co August 2015 - Present
Dynasty Advisors August 2013 - Present
Vendee en Vogue- Gift Baskets and Gifting Service November 2010 - Present
Couto DeFranco, P.A. December 2008 - April 2012
TD December 2007 - December 2008
Skills
Banking, Retail Banking, Customer Service, Sales, Notary Public, Coordinating Events, Office Administration, Microsoft Office, Marketing, Gifts, Time Management, Marketing Communications, Advertising, Communication, Social Media, Event Planning, Social Networking, Event Management, Facebook, Marketing Strategy, Management, Fundraising, Strategic Planning
Education
Adelphi University 2005 — 2006
Marketing
Bloomfield College 2003 — 2005
Marketing
Devin J. Green Devin J. Green's Dynasty Advisors Experience April 2013 - July 2013
Job Proprietary Trader at Gelber Group LLC
Industry Financial Services
Experience
Gelber Group LLC October 2014 - Present
Gelber Group LLC June 2014 - August 2014
Strategic Employee Benefit Services May 2013 - August 2013
Dynasty Advisors April 2013 - July 2013
AJA Delivery Services Inc May 2012 - October 2012
Ocean Arcade January 2010 - January 2012
Skills
Bloomberg Terminal, Team Leadership, Problem Solving, Microsoft Office, Microsoft Excel, People Skills, Management
Education
Franklin & Marshall College 2011 — 2015
Bachelor of Arts, Business
Gelber Group LLC October 2014 - Present
Gelber Group LLC June 2014 - August 2014
Strategic Employee Benefit Services May 2013 - August 2013
Dynasty Advisors April 2013 - July 2013
AJA Delivery Services Inc May 2012 - October 2012
Ocean Arcade January 2010 - January 2012
Skills
Bloomberg Terminal, Team Leadership, Problem Solving, Microsoft Office, Microsoft Excel, People Skills, Management
Education
Franklin & Marshall College 2011 — 2015
Bachelor of Arts, Business
Alfred Polizzotto Alfred Polizzotto's Dynasty Advisors Experience July 2010 - Present
Job Attorney at Polizzotto & Polizzotto, LLC
Industry Law Practice
Experience
Dynasty Advisors July 2010 - Present
Polizzotto & Polizzotto, LLC December 1990 - Present
Skills
Wills, Estate Administration, Estate Planning, Estate Law, Trusts, Medicaid, Powers of Attorney, Elder Law, Strategic Financial..., Civil Litigation, Guardianship, Legal Research, Long-term Care, Series 7, Real Estate Transactions, Litigation, LLC, Bankruptcy, Legal Issues, Estate Tax Planning, Appeals, Securities, Business Transactions, Arbitration, Personal Injury, Commercial Litigation, Business Formation, Courts, Torts, Family Law, Corporate Law, Mediation, Medical Malpractice, Tax Law, Trials, Alternative Dispute..., Hearings, Property Law, Criminal Defense, Financial Planning
Education
St. John's University School of Law 1987 — 1990
JD, law
Georgetown University 1983 — 1987
BS, Accounting
Poly Prep 1979 — 1983
High School
Dynasty Advisors July 2010 - Present
Polizzotto & Polizzotto, LLC December 1990 - Present
Skills
Wills, Estate Administration, Estate Planning, Estate Law, Trusts, Medicaid, Powers of Attorney, Elder Law, Strategic Financial..., Civil Litigation, Guardianship, Legal Research, Long-term Care, Series 7, Real Estate Transactions, Litigation, LLC, Bankruptcy, Legal Issues, Estate Tax Planning, Appeals, Securities, Business Transactions, Arbitration, Personal Injury, Commercial Litigation, Business Formation, Courts, Torts, Family Law, Corporate Law, Mediation, Medical Malpractice, Tax Law, Trials, Alternative Dispute..., Hearings, Property Law, Criminal Defense, Financial Planning
Education
St. John's University School of Law 1987 — 1990
JD, law
Georgetown University 1983 — 1987
BS, Accounting
Poly Prep 1979 — 1983
High School
Ronald Lomangino Ronald Lomangino's Dynasty Advisors Experience 2008 - Present
Job Managing Partner and Chartered Financial Consultant
Industry Financial Services
Experience
Dynasty Advisors 2008 - Present
Dynasty Advisors LLC. December 2004 - Present
Multi Financial Securities Corp 2005 - 2008
MetLife Financial Services May 1993 - December 2004
Demarco Commodities January 1991 - January 1993
Education
City University of New York-Brooklyn College 1985 — 1989
BS degree, Business Finance-Management
LAFAYETTE H.S BROOKLYN NY 1985 — 1989
Dynasty Advisors 2008 - Present
Dynasty Advisors LLC. December 2004 - Present
Multi Financial Securities Corp 2005 - 2008
MetLife Financial Services May 1993 - December 2004
Demarco Commodities January 1991 - January 1993
Education
City University of New York-Brooklyn College 1985 — 1989
BS degree, Business Finance-Management
LAFAYETTE H.S BROOKLYN NY 1985 — 1989
Patrick Healey, MBA CFP® Patrick Healey, MBA CFP®'s Dynasty Advisors Experience March 2010 - November 2013
Job Founder & President at Caliber Financial Partners
Industry Financial Services
Experience
Caliber Financial Partners November 2013 - Present
Dynasty Advisors March 2010 - November 2013
Staten Wealth Strategies, an office of Met Life September 2008 - March 2010
Lynx Capital Partners, LLC August 2007 - March 2008
Lehman Brothers November 1999 - July 2007
Donaldson, Lufkin & Jenrette October 1996 - November 1999
Skills
Investments, Asset Allocation, Alternative Investments, Financial Advisory, Financial Services, Insurance, Mutual Funds, Estate Planning, Strategic Financial..., Asset Management, Stocks, Business Development, Fixed Income, Certified Financial..., Options Strategies, Retirement Planning, Employee Benefits, Equities, Retirement, Commercial Real Estate, Pensions, Charitable Trusts, College Savings Plans, Planned Giving, Microsoft Office, Qualified Retirement..., Hedge Funds, Endowments, Municipal Bonds, Buy-sell Agreements, Trust Management, Section 79 Plans, Mentoring, Business Networking, Staff Development, Staff Management, Public Speaking, Due Diligence, REIT, BDCs, Corporate Finance, Portfolio Management, Oil & Gas Industry, Real Estate Economics, Financial Planning, Finance, Securities, Management, Series 7, Mergers & Acquisitions
Education
New York University - Leonard N. Stern School of Business 2000 — 2003
MBA, Finance, Management and Entrepreneurial Studies
College of the Holy Cross 1992 — 1996
BA, Economics, German, Accounting
Kaplan University 2009 — 2010
Certificate in Financial Planning, Financial Planning and Services
St. Peter's Prepatory School 1988 — 1992
high school diploma, college prep
St. Andrew's Elementary School 1979 — 1988
Diploma, General Studies
Caliber Financial Partners November 2013 - Present
Dynasty Advisors March 2010 - November 2013
Staten Wealth Strategies, an office of Met Life September 2008 - March 2010
Lynx Capital Partners, LLC August 2007 - March 2008
Lehman Brothers November 1999 - July 2007
Donaldson, Lufkin & Jenrette October 1996 - November 1999
Skills
Investments, Asset Allocation, Alternative Investments, Financial Advisory, Financial Services, Insurance, Mutual Funds, Estate Planning, Strategic Financial..., Asset Management, Stocks, Business Development, Fixed Income, Certified Financial..., Options Strategies, Retirement Planning, Employee Benefits, Equities, Retirement, Commercial Real Estate, Pensions, Charitable Trusts, College Savings Plans, Planned Giving, Microsoft Office, Qualified Retirement..., Hedge Funds, Endowments, Municipal Bonds, Buy-sell Agreements, Trust Management, Section 79 Plans, Mentoring, Business Networking, Staff Development, Staff Management, Public Speaking, Due Diligence, REIT, BDCs, Corporate Finance, Portfolio Management, Oil & Gas Industry, Real Estate Economics, Financial Planning, Finance, Securities, Management, Series 7, Mergers & Acquisitions
Education
New York University - Leonard N. Stern School of Business 2000 — 2003
MBA, Finance, Management and Entrepreneurial Studies
College of the Holy Cross 1992 — 1996
BA, Economics, German, Accounting
Kaplan University 2009 — 2010
Certificate in Financial Planning, Financial Planning and Services
St. Peter's Prepatory School 1988 — 1992
high school diploma, college prep
St. Andrew's Elementary School 1979 — 1988
Diploma, General Studies
Kyle Detweiler, MBA Kyle Detweiler, MBA's Dynasty Advisors Experience January 2012 - July 2015
Job Director of Finance at Whitemarsh Township Authority
Industry Environmental Services
Experience
Whitemarsh Township Authority June 2015 - Present
Central Bucks School District January 2011 - Present
Dynasty Advisors January 2012 - July 2015
Warminster Municipal Authority August 2010 - December 2011
Kohlhepp Investment Advisors, Ltd. January 2011 - March 2011
Muhlenberg College January 2007 - May 2010
Skills
Social Networking, Coaching, Public Speaking, Insurance, Insurance Planning, Health Insurance, Term Life Insurance, Holistic Financial..., Strategic Financial..., 401k, 401k Rollovers, Mutual Funds, Indexed Annuities, Variable Annuities, Options, REIT, Financial Planners, Series 7, Investments, Securities, Retirement Planning, Investment Advisory, Financial Advisory, Uniform Combined State..., Retirement, Personal Finance, Asset Allocation, Investment Strategies, Wealth Management, Disability Insurance, Life Insurance, IRAs, Alternative Investments, Asset Management, Qualified Retirement...
Education
La Salle University - School of Business Administration 2010 — 2011
Master of Business Administration, Management, Finance
Muhlenberg College 2006 — 2010
Bachelor of Arts, Business Administration, Media & Communications
Souderton Area High School 2004 — 2006
Diploma
Whitemarsh Township Authority June 2015 - Present
Central Bucks School District January 2011 - Present
Dynasty Advisors January 2012 - July 2015
Warminster Municipal Authority August 2010 - December 2011
Kohlhepp Investment Advisors, Ltd. January 2011 - March 2011
Muhlenberg College January 2007 - May 2010
Skills
Social Networking, Coaching, Public Speaking, Insurance, Insurance Planning, Health Insurance, Term Life Insurance, Holistic Financial..., Strategic Financial..., 401k, 401k Rollovers, Mutual Funds, Indexed Annuities, Variable Annuities, Options, REIT, Financial Planners, Series 7, Investments, Securities, Retirement Planning, Investment Advisory, Financial Advisory, Uniform Combined State..., Retirement, Personal Finance, Asset Allocation, Investment Strategies, Wealth Management, Disability Insurance, Life Insurance, IRAs, Alternative Investments, Asset Management, Qualified Retirement...
Education
La Salle University - School of Business Administration 2010 — 2011
Master of Business Administration, Management, Finance
Muhlenberg College 2006 — 2010
Bachelor of Arts, Business Administration, Media & Communications
Souderton Area High School 2004 — 2006
Diploma
Rory Cogavin Rory Cogavin's Dynasty Advisors Experience September 2012 - February 2013
Job Accountant & Financial Advisor
Industry Accounting
Experience
Cetera Financial Specialists August 2014 - Present
KPC Business Dynamics, Inc July 2014 - Present
Vera & Vera, A professional Association July 2014 - Present
Cogavin Accounting Group January 2014 - Present
Calton & Associates, Inc. October 2013 - August 2014
Colella Accounting Group, CPA, P.C. 2013 - May 2014
Dynasty Advisors September 2012 - February 2013
AXA Advisors October 2011 - September 2012
RipTide Market Research Corporation 2011 - October 2011
Polaris Foundation 2011 - October 2011
Skills
Tax Preparation, Tax Planning, Bookkeeping, Retirement Planning, Estate Planning, Strategic Financial..., College Education..., Asset Allocation, Diversification, Investment Strategies, 401k Rollovers, Life Insurance, Disability Insurance, Long-term Care, Health Insurance
Education
Montclair State University 2008 — 2011
Bachelor's Degree, Business Administration with Concentration in Finance/Accounting
Cetera Financial Specialists August 2014 - Present
KPC Business Dynamics, Inc July 2014 - Present
Vera & Vera, A professional Association July 2014 - Present
Cogavin Accounting Group January 2014 - Present
Calton & Associates, Inc. October 2013 - August 2014
Colella Accounting Group, CPA, P.C. 2013 - May 2014
Dynasty Advisors September 2012 - February 2013
AXA Advisors October 2011 - September 2012
RipTide Market Research Corporation 2011 - October 2011
Polaris Foundation 2011 - October 2011
Skills
Tax Preparation, Tax Planning, Bookkeeping, Retirement Planning, Estate Planning, Strategic Financial..., College Education..., Asset Allocation, Diversification, Investment Strategies, 401k Rollovers, Life Insurance, Disability Insurance, Long-term Care, Health Insurance
Education
Montclair State University 2008 — 2011
Bachelor's Degree, Business Administration with Concentration in Finance/Accounting
Carolyn Liberti Carolyn Liberti's Dynasty Advisors Experience February 2010 - July 2012
Job Crisis Counselor at Barnabas Health
Industry Insurance
Experience
Barnabas Health November 2012 - Present
Domestic Violence & Sexual Assault Crisis Center October 2009 - Present
Dynasty Advisors February 2010 - July 2012
Wee Care Childcare Center April 2004 - November 2009
Skills
Insurance, Health Insurance, Life Insurance, Oral Communication, Written Communication, Written & Oral..., Conflict Resolution, Conflict Prevention, Non-Violent Crisis..., Crisis Counselling, Patient Safety, Life Safety, Problem Solving, Critical Thinking, Timely Decision Making
Education
Montclair State University 2007 — 2009
Thomas Edison State College
BA degree in progess, Humanities/Humanistic Studies
Barnabas Health November 2012 - Present
Domestic Violence & Sexual Assault Crisis Center October 2009 - Present
Dynasty Advisors February 2010 - July 2012
Wee Care Childcare Center April 2004 - November 2009
Skills
Insurance, Health Insurance, Life Insurance, Oral Communication, Written Communication, Written & Oral..., Conflict Resolution, Conflict Prevention, Non-Violent Crisis..., Crisis Counselling, Patient Safety, Life Safety, Problem Solving, Critical Thinking, Timely Decision Making
Education
Montclair State University 2007 — 2009
Thomas Edison State College
BA degree in progess, Humanities/Humanistic Studies
Eric Colella's Dynasty Advisors Experience January 2002 - Present
Job Financial Advisor at Dynasty Advisors
Industry Financial Services
Experience
Dynasty Advisors January 2002 - Present
Skills
Securities, Financial Advisory, Financial Services, Retirement, Estate Planning, Investments, Insurance, Qualified Retirement..., Small Business, Financial Planners, Retirement Planning, 401k, Mutual Funds, Finance, Series 7, Wealth Management, Disability Insurance, Strategic Financial..., IRAs, Fixed Annuities, Financial Planning
Education
Queens College
Dynasty Advisors January 2002 - Present
Skills
Securities, Financial Advisory, Financial Services, Retirement, Estate Planning, Investments, Insurance, Qualified Retirement..., Small Business, Financial Planners, Retirement Planning, 401k, Mutual Funds, Finance, Series 7, Wealth Management, Disability Insurance, Strategic Financial..., IRAs, Fixed Annuities, Financial Planning
Education
Queens College
Stephanie Biancamano's Dynasty Advisors Experience March 2005 - August 2013
Job Early Childhood/Special Education Teacher
Industry Education Management
Experience
Dynasty Advisors March 2005 - August 2013
Education
Kean University
Dynasty Advisors March 2005 - August 2013
Education
Kean University