Eagle Strategies LLC
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Eagle Strategies LLC Employees
Employee
Years
Job
Industry
Homer O. Ramirez Jr. Homer O. Ramirez Jr.'s Eagle Strategies LLC Experience 2014 - 2015
Job JP Morgan Securities LLC.
Industry Financial Services
Experience
J.P. Morgan Securities LLC. 2015 - Present
Eagle Strategies, LLC 2014 - 2015
New York Life Insurance Company 2013 - 2015
Merrill Lynch 2011 - 2013
National Home Services 2008 - 2010
Universal Energy Corporation 2005 - 2009
Education
Northwood University-Texas
Master of Business Administration (MBA)
University of North Texas
Bachelor's degree, Psychology
J.P. Morgan Securities LLC. 2015 - Present
Eagle Strategies, LLC 2014 - 2015
New York Life Insurance Company 2013 - 2015
Merrill Lynch 2011 - 2013
National Home Services 2008 - 2010
Universal Energy Corporation 2005 - 2009
Education
Northwood University-Texas
Master of Business Administration (MBA)
University of North Texas
Bachelor's degree, Psychology
Meredith C. Moore, LUTCF, CLTC Meredith C. Moore, LUTCF, CLTC's Eagle Strategies LLC Experience 2004 - Present
Job Founder of Moore & Associates Wealth Management, Coordinating Financial Decisions for a Select Group in Greater Atlanta
Industry Financial Services
Experience
Moore and Associates Wealth Management May 1999 - Present
The Nautilus Group® 2012 - Present
Eagle Strategies, LLC 2004 - Present
Georgia Tech Women’s Alumnae Network 2015 - Present
Skills
Retirement Planning, Small Business, Entrepreneurship, Estate Planning, Retirement, Long-term Care, Strategic Planning, Insurance, Executive Management, Life Insurance, Marketing, Finance, Succession Planning, Public Speaking, Sales, Business Planning, Risk Management, Fundraising, Financial Analysis, Financial Services, Start-ups, Strategy, Time Management, Health Insurance, Mutual Funds, Long Term Care Insurance, Term Life Insurance, Portfolio Management, Securities, Employee Benefits, IRAs, Integrated Marketing, Healthcare, Wealth, Mergers & Acquisitions, Business, Fixed Annuities, Motivational Speaking, LGBT planning
Education
Georgia Institute of Technology 1994 — 1998
BISyE, Industrial and Systems Engineering
Rice University
Moore and Associates Wealth Management May 1999 - Present
The Nautilus Group® 2012 - Present
Eagle Strategies, LLC 2004 - Present
Georgia Tech Women’s Alumnae Network 2015 - Present
Skills
Retirement Planning, Small Business, Entrepreneurship, Estate Planning, Retirement, Long-term Care, Strategic Planning, Insurance, Executive Management, Life Insurance, Marketing, Finance, Succession Planning, Public Speaking, Sales, Business Planning, Risk Management, Fundraising, Financial Analysis, Financial Services, Start-ups, Strategy, Time Management, Health Insurance, Mutual Funds, Long Term Care Insurance, Term Life Insurance, Portfolio Management, Securities, Employee Benefits, IRAs, Integrated Marketing, Healthcare, Wealth, Mergers & Acquisitions, Business, Fixed Annuities, Motivational Speaking, LGBT planning
Education
Georgia Institute of Technology 1994 — 1998
BISyE, Industrial and Systems Engineering
Rice University
G. Scott Hayden, CLU®, ChFC®, MBA G. Scott Hayden, CLU®, ChFC®, MBA's Eagle Strategies LLC Experience 2003 - Present
Job Founder and Principal of Hayden Financial & Insurance Solutions, Specializing in Financial, Business, & Estate Planning
Industry Financial Services
Experience
Hayden Financial & Insurance Solutions 1987 - Present
The Nautilus Group June 2003 - Present
Eagle Strategies, LLC 2003 - Present
New York Life Insurance Company May 1998 - Present
New York Life Securities LLC 1987 - Present
Skills
Estate Planning, Retirement Planning, Business Succession, Long-term Care, Customer Service, Retirement, Investments, Insurance, Strategic Planning, Small Business, 401(k) Rollovers, Long Term Care Insurance, Asset Protection, Key Person Protection, Life Insurance..., Legacy Planning, Business Exit Strategy, Business Insurance..., Buy-Sell Agreements, Business Succession..., Multi-Generational..., Wealth Preservation..., Wealth Transfer...
Education
Leadership San Ramon Valley
Graduate
St. Mary's College of California 1983 — 1985
Masters of Business Administration
Baldwin-Wallace College
Baschelor of Arts, Finance
The American College
Chartered Financial Consultant, ChFC
The American College
Chartered Life Underwriter, CLU
Hayden Financial & Insurance Solutions 1987 - Present
The Nautilus Group June 2003 - Present
Eagle Strategies, LLC 2003 - Present
New York Life Insurance Company May 1998 - Present
New York Life Securities LLC 1987 - Present
Skills
Estate Planning, Retirement Planning, Business Succession, Long-term Care, Customer Service, Retirement, Investments, Insurance, Strategic Planning, Small Business, 401(k) Rollovers, Long Term Care Insurance, Asset Protection, Key Person Protection, Life Insurance..., Legacy Planning, Business Exit Strategy, Business Insurance..., Buy-Sell Agreements, Business Succession..., Multi-Generational..., Wealth Preservation..., Wealth Transfer...
Education
Leadership San Ramon Valley
Graduate
St. Mary's College of California 1983 — 1985
Masters of Business Administration
Baldwin-Wallace College
Baschelor of Arts, Finance
The American College
Chartered Financial Consultant, ChFC
The American College
Chartered Life Underwriter, CLU
Adan Moreno Adan Moreno's Eagle Strategies LLC Experience October 2014 - Present
Job Financial Adviser at Eagle Strategies, LLC
Industry Financial Services
Experience
Eagle Strategies, LLC October 2014 - Present
New York Life Insurance Company 2012 - 2014
Quality Naturally Foods December 2009 - January 2010
Los Alamitos Holistic Medical Center June 2004 - January 2007
Sidel (Subsidiary of Tetra Laval) January 2005 - January 2006
Skills
Securities License, Wealth Accumulation..., Tax Free Income, Retirement Planning, Mutual Funds, Defined Benefit, Defined Contribution, Life & Health Insurance..., Finance, Fixed Annuities, Financial Advisory, Retirement, Financial Services, Marketing, Spanish, Securities, Accounting, Research, Sales, Leadership, Investments, Customer Service, Financial Modeling, Public Speaking, Analysis
Education
Loyola Marymount University 2008 — 2012
Bachelor's degree, Spanish and Economics
Loyola Marymount University 2008 — 2012
Bachelor of Arts, Spanish, Economics
Loyola Marymount University 2008 — 2012
Bachelor's degree, Economics
Cantwell
Eagle Strategies, LLC October 2014 - Present
New York Life Insurance Company 2012 - 2014
Quality Naturally Foods December 2009 - January 2010
Los Alamitos Holistic Medical Center June 2004 - January 2007
Sidel (Subsidiary of Tetra Laval) January 2005 - January 2006
Skills
Securities License, Wealth Accumulation..., Tax Free Income, Retirement Planning, Mutual Funds, Defined Benefit, Defined Contribution, Life & Health Insurance..., Finance, Fixed Annuities, Financial Advisory, Retirement, Financial Services, Marketing, Spanish, Securities, Accounting, Research, Sales, Leadership, Investments, Customer Service, Financial Modeling, Public Speaking, Analysis
Education
Loyola Marymount University 2008 — 2012
Bachelor's degree, Spanish and Economics
Loyola Marymount University 2008 — 2012
Bachelor of Arts, Spanish, Economics
Loyola Marymount University 2008 — 2012
Bachelor's degree, Economics
Cantwell
Charan Khurana, CFP®, MBA Charan Khurana, CFP®, MBA's Eagle Strategies LLC Experience July 2012 - Present
Job Financial Adviser Specializing in Lifetime Income Strategies, Financial, Business and Estate Planning
Industry Financial Services
Experience
Eagle Strategies, LLC July 2012 - Present
New York Life Insurance Company July 2012 - Present
USAA February 2008 - June 2012
Merrill Lynch May 2004 - February 2008
Shiva Consulting Services 2002 - 2004
EDS Group 2001 - 2002
Gemini Voice Solutions/Novo Networks September 2000 - October 2001
Telecom Technolgies, Inc November 1999 - September 2000
Cisco Systems March 1998 - November 1999
IBM September 1978 - February 1998
Skills
Estate Planning, Gifting Strategies, Wealth Preservation..., Multi-Generational..., 401(k) Rollovers, Protection..., Insurance, Annuity Sales, Legacies, Thought Leadership, Key Person Protection, Retirement Planning, Succession Planning, Investments
Education
University of Missouri-Saint Louis 1982 — 1985
Master of Business Administration (M.B.A.), Finance and Marketing
University of Michigan 1979 — 1980
Masters of Science, Electrical and Electronics Engineering
University of Michigan-Dearborn 1976 — 1978
Bachelor of Science (B.S.), Electrical and Electronics Engineering
Lawrence Technological University 1974 — 1976
Electrical and Electronics Engineering
Sardar Patel Vidyalaya 1963 — 1974
Eagle Strategies, LLC July 2012 - Present
New York Life Insurance Company July 2012 - Present
USAA February 2008 - June 2012
Merrill Lynch May 2004 - February 2008
Shiva Consulting Services 2002 - 2004
EDS Group 2001 - 2002
Gemini Voice Solutions/Novo Networks September 2000 - October 2001
Telecom Technolgies, Inc November 1999 - September 2000
Cisco Systems March 1998 - November 1999
IBM September 1978 - February 1998
Skills
Estate Planning, Gifting Strategies, Wealth Preservation..., Multi-Generational..., 401(k) Rollovers, Protection..., Insurance, Annuity Sales, Legacies, Thought Leadership, Key Person Protection, Retirement Planning, Succession Planning, Investments
Education
University of Missouri-Saint Louis 1982 — 1985
Master of Business Administration (M.B.A.), Finance and Marketing
University of Michigan 1979 — 1980
Masters of Science, Electrical and Electronics Engineering
University of Michigan-Dearborn 1976 — 1978
Bachelor of Science (B.S.), Electrical and Electronics Engineering
Lawrence Technological University 1974 — 1976
Electrical and Electronics Engineering
Sardar Patel Vidyalaya 1963 — 1974
David Kaestner David Kaestner's Eagle Strategies LLC Experience January 2008 - Present
Job Agent at New York Life Insurance Company
Industry Financial Services
Experience
Eagle Strategies, LLC January 2008 - Present
New York Life Insurance Company 2000 - Present
Charles City School District 1997 - 2000
Skills
401(k) Rollovers, Annuity Sales, CLU, Estate Planning, Insurance, Key Person Protection, Licensed Life Insurance..., Protection..., Retirement Planning, Retirement, Small Business, Disability Insurance, Life Insurance, Accounting, Wealth Management, Investment Advisory..., Health Insurance, Term Life Insurance, Casualty, Fixed Annuities, Strategic Financial..., Long-term Care, 401k, Finance, Licensed in Long-Term..., Gifting Strategies, Legacies, LUTCF, Multi-generational..., Multi-generational..., Wealth Preservation..., Asset Protection, Succession Planning
Education
Simpson College 1992 — 1996
Bachelor of Arts (BA), History
Benton Community
Eagle Strategies, LLC January 2008 - Present
New York Life Insurance Company 2000 - Present
Charles City School District 1997 - 2000
Skills
401(k) Rollovers, Annuity Sales, CLU, Estate Planning, Insurance, Key Person Protection, Licensed Life Insurance..., Protection..., Retirement Planning, Retirement, Small Business, Disability Insurance, Life Insurance, Accounting, Wealth Management, Investment Advisory..., Health Insurance, Term Life Insurance, Casualty, Fixed Annuities, Strategic Financial..., Long-term Care, 401k, Finance, Licensed in Long-Term..., Gifting Strategies, Legacies, LUTCF, Multi-generational..., Multi-generational..., Wealth Preservation..., Asset Protection, Succession Planning
Education
Simpson College 1992 — 1996
Bachelor of Arts (BA), History
Benton Community
Rob Fincham Rob Fincham's Eagle Strategies LLC Experience September 1986 - Present
Job Financial Advisor
Industry Financial Services
Experience
Eagle Strategies, LLC September 1986 - Present
Fincham Financial Group September 1986 - Present
Mt. Bachelor Rotary Club 1985 - Present
Rob Fincham and LaVoci December 1954 - Present
Skills
Insurance, Retirement, Investments, 401k Rollovers, Estate Planning, Retirement Planning, Small Business, Key Person Protection, Protection..., Wealth Preservation..., Annuity Sales, Multi-generational..., CLU, Legacies, Licensed Life Insurance..., Thought Leadership, Asset Protection, Gifting Strategies, Multi-generational..., Licensed in Long-Term..., Succession Planning, Communication, Multi-Tasking Skills, Time Management, Life Insurance, Finance, Strategic Planning, Management, Sales, Social Media, Financial Services, Team Building, Marketing Strategy, Strategy, Customer Service, Fixed Annuities, Public Speaking
Education
The American College 1996 — 2002
MSFS, Master of Science Financial Services
Portland State University - School of Business 1984 — 1986
Bachelor of Science, Business Administration - Marketing Concentration
Bend Senior High
Eagle Strategies, LLC September 1986 - Present
Fincham Financial Group September 1986 - Present
Mt. Bachelor Rotary Club 1985 - Present
Rob Fincham and LaVoci December 1954 - Present
Skills
Insurance, Retirement, Investments, 401k Rollovers, Estate Planning, Retirement Planning, Small Business, Key Person Protection, Protection..., Wealth Preservation..., Annuity Sales, Multi-generational..., CLU, Legacies, Licensed Life Insurance..., Thought Leadership, Asset Protection, Gifting Strategies, Multi-generational..., Licensed in Long-Term..., Succession Planning, Communication, Multi-Tasking Skills, Time Management, Life Insurance, Finance, Strategic Planning, Management, Sales, Social Media, Financial Services, Team Building, Marketing Strategy, Strategy, Customer Service, Fixed Annuities, Public Speaking
Education
The American College 1996 — 2002
MSFS, Master of Science Financial Services
Portland State University - School of Business 1984 — 1986
Bachelor of Science, Business Administration - Marketing Concentration
Bend Senior High
Bruce Vicknair Bruce Vicknair's Eagle Strategies LLC Experience July 2000 - Present
Job Financial Advisor at Eagle Strategies, LLC (New York Life Company)
Industry Financial Services
Experience
Eagle Strategies, LLC July 2000 - Present
New York Life Insurance Company August 1979 - Present
Lafourche Parish School Board August 1973 - June 1979
Skills
Life Insurance, Disability Insurance, Business Planning, Retirement Planning, Fixed Annuities, Sales, Retirement, Marketing, Sales Management, Public Speaking, IRAs, Term Life Insurance, Estate Planning, Mutual Funds, 401k, Licensed in Long Term...
Education
Nicholls State University 1976 — 1979
Master's Degree, Administration
Nicholls State University 1969 — 1973
Bachelor's Degree, Education
Thibodaux High School 1966 — 1969
High School, 12
Eagle Strategies, LLC July 2000 - Present
New York Life Insurance Company August 1979 - Present
Lafourche Parish School Board August 1973 - June 1979
Skills
Life Insurance, Disability Insurance, Business Planning, Retirement Planning, Fixed Annuities, Sales, Retirement, Marketing, Sales Management, Public Speaking, IRAs, Term Life Insurance, Estate Planning, Mutual Funds, 401k, Licensed in Long Term...
Education
Nicholls State University 1976 — 1979
Master's Degree, Administration
Nicholls State University 1969 — 1973
Bachelor's Degree, Education
Thibodaux High School 1966 — 1969
High School, 12
Ben Berry Ben Berry's Eagle Strategies LLC Experience April 2014 - December 2014
Job Berry Wealth Strategies, LLC
Industry Financial Services
Experience
Berry Wealth Strategies, LLC January 2015 - Present
Eagle Strategies, LLC April 2014 - December 2014
New York Life Insurance Company November 2009 - December 2014
Shenandoah Life Insurance Company June 2008 - September 2008
Carilion Clinic June 2007 - August 2007
Education
Roanoke College 2005 — 2009
Bachelor of Business Administration (B.B.A.)
Liberty High School
Berry Wealth Strategies, LLC January 2015 - Present
Eagle Strategies, LLC April 2014 - December 2014
New York Life Insurance Company November 2009 - December 2014
Shenandoah Life Insurance Company June 2008 - September 2008
Carilion Clinic June 2007 - August 2007
Education
Roanoke College 2005 — 2009
Bachelor of Business Administration (B.B.A.)
Liberty High School
Jason Radke Jason Radke's Eagle Strategies LLC Experience August 2015 - Present
Job Financial Adviser at Eagle Strategies LLC
Industry Financial Services
Experience
Eagle Strategies, LLC August 2015 - Present
NYLIFE Securities LLC May 2013 - Present
New York Life Insurance Company March 2013 - Present
JAMMIN' DJs - Colorado March 2008 - April 2013
Property Maintenance and Construction, LLC August 2012 - March 2013
Solomon Services, LLC April 2011 - August 2012
Sleep Store of Fort Collins March 2004 - February 2007
Skills
Financial Services, Retirement Planning, Management, Retirement, Life Insurance, Strategic Planning, Public Speaking, 401k Rollovers, Wealth Preservation..., Personal Finance
Education
Metropolitan State University of Denver 2009 — 2012
Bachelor's degree, Finance, General
Colorado State University 2003 — 2006
Business/Commerce, General
Eagle Strategies, LLC August 2015 - Present
NYLIFE Securities LLC May 2013 - Present
New York Life Insurance Company March 2013 - Present
JAMMIN' DJs - Colorado March 2008 - April 2013
Property Maintenance and Construction, LLC August 2012 - March 2013
Solomon Services, LLC April 2011 - August 2012
Sleep Store of Fort Collins March 2004 - February 2007
Skills
Financial Services, Retirement Planning, Management, Retirement, Life Insurance, Strategic Planning, Public Speaking, 401k Rollovers, Wealth Preservation..., Personal Finance
Education
Metropolitan State University of Denver 2009 — 2012
Bachelor's degree, Finance, General
Colorado State University 2003 — 2006
Business/Commerce, General
Todd L Middleton, ChFC®, CFP® Todd L Middleton, ChFC®, CFP®'s Eagle Strategies LLC Experience January 2003 - Present
Job ..........Financial Adviser at Eagle Strategies LLC.......... Financial Planning | Retirement Planning | Insurance
Industry Financial Services
Experience
Eagle Strategies LLC January 2003 - Present
New York Life Insurance Company April 2001 - Present
NYLIFE Securities LLC April 2001 - Present
Sunrise Community Church April 1996 - April 1998
Skills
Insurance, Retirement Planning, Estate Planning, Retirement, Life Insurance, Investments, 401k Rollovers, Licensed in Long-Term..., Series 7, Wealth Preservation..., Small Business, Key Person Protection, Succession Planning, Supplements to Employee...
Education
The American College 2005 — 2009
ChFC, Finance
Moody Bible Institute 1984 — 1985
Advanced Studies Certificate, Bible/Biblical Studies
Calvin College
Bachelor of Science (B.S.)
Eagle Strategies LLC January 2003 - Present
New York Life Insurance Company April 2001 - Present
NYLIFE Securities LLC April 2001 - Present
Sunrise Community Church April 1996 - April 1998
Skills
Insurance, Retirement Planning, Estate Planning, Retirement, Life Insurance, Investments, 401k Rollovers, Licensed in Long-Term..., Series 7, Wealth Preservation..., Small Business, Key Person Protection, Succession Planning, Supplements to Employee...
Education
The American College 2005 — 2009
ChFC, Finance
Moody Bible Institute 1984 — 1985
Advanced Studies Certificate, Bible/Biblical Studies
Calvin College
Bachelor of Science (B.S.)
E. Michael Gillmor, CFP® E. Michael Gillmor, CFP®'s Eagle Strategies LLC Experience 2007 - Present
Job Financial Adviser at Eagle Strategies, LLC
Industry Financial Services
Experience
Eagle Strategies, LLC 2007 - Present
Skills
Retirement, Insurance, Securities, Retirement Planning, Life Insurance, Estate Planning, 401k, Finance, Long-term Care, Series 7, Investments
Education
John Carroll University 1990 — 1993
BA, Communications
Eagle Strategies, LLC 2007 - Present
Skills
Retirement, Insurance, Securities, Retirement Planning, Life Insurance, Estate Planning, 401k, Finance, Long-term Care, Series 7, Investments
Education
John Carroll University 1990 — 1993
BA, Communications
Alfredo E. Ordonez, ChFC, CLU's Eagle Strategies LLC Experience 1997 - Present
Job Financial Adviser at Eagle Strategies, LLC
Industry Financial Services
Experience
Ordonez & Griffin Financial Group 1997 - Present
Eagle Strategies, LLC 1997 - Present
Skills
Investments, Retirement Planning, Insurance, Estate Planning, Strategic Planning, Strategic Financial..., Fixed Annuities, Mutual Funds, Financial Services, Asset Protection, Wealth Preservation...
Education
Florida State University - College of Business
B.S., Double Major: Finance & Real Estate
Ordonez & Griffin Financial Group 1997 - Present
Eagle Strategies, LLC 1997 - Present
Skills
Investments, Retirement Planning, Insurance, Estate Planning, Strategic Planning, Strategic Financial..., Fixed Annuities, Mutual Funds, Financial Services, Asset Protection, Wealth Preservation...
Education
Florida State University - College of Business
B.S., Double Major: Finance & Real Estate
Bradford L. Meigs Bradford L. Meigs's Eagle Strategies LLC Experience November 1974 - Present
Job Licensed Agent at New York Life Insurance Company
Industry Financial Services
Experience
Eagle Strategies, LLC November 1974 - Present
NYLIFE Securities LLC November 1974 - Present
New York Life Insurance Company November 1974 - Present
LF Rothschild June 1972 - November 1974
Skills
Insurance Agent, Life Insurance, Estate Planning, Business Planning, Retirement Planning, Financial Planning
Education
The American College 2001 — 2001
Masters, Science in Financial Services
Lafayette College 1967 — 1971
Bachelor of Arts (BA), Economics
Eagle Strategies, LLC November 1974 - Present
NYLIFE Securities LLC November 1974 - Present
New York Life Insurance Company November 1974 - Present
LF Rothschild June 1972 - November 1974
Skills
Insurance Agent, Life Insurance, Estate Planning, Business Planning, Retirement Planning, Financial Planning
Education
The American College 2001 — 2001
Masters, Science in Financial Services
Lafayette College 1967 — 1971
Bachelor of Arts (BA), Economics
Nikesh Parikh Nikesh Parikh's Eagle Strategies LLC Experience September 2007 - Present
Job Agent at New York Life Insurance Company
Industry Financial Services
Experience
Eagle Strategies, LLC September 2007 - Present
New York Life Insurance Company September 2007 - Present
Skills
Estate Planning, Retirement Planning, Wealth Management, Investments, Portfolio Management, Insurance, Life Insurance, Mutual Funds, Asset Allocation, Investment Advisory, Asset Protection, Wealth Transfer..., Buy-sell Agreements, Strategic Planning, Whole Life Insurance, Succession Planning
Education
Loyola Law School, Loyola Marymount University 2003 — 2006
J.D.
University of Southern California 2001 — 2003
BS, Business Administration- Finance
Canyon High 1996 — 2000
Eagle Strategies, LLC September 2007 - Present
New York Life Insurance Company September 2007 - Present
Skills
Estate Planning, Retirement Planning, Wealth Management, Investments, Portfolio Management, Insurance, Life Insurance, Mutual Funds, Asset Allocation, Investment Advisory, Asset Protection, Wealth Transfer..., Buy-sell Agreements, Strategic Planning, Whole Life Insurance, Succession Planning
Education
Loyola Law School, Loyola Marymount University 2003 — 2006
J.D.
University of Southern California 2001 — 2003
BS, Business Administration- Finance
Canyon High 1996 — 2000
Bryan Buzzard Bryan Buzzard's Eagle Strategies LLC Experience April 1983 - Present
Job Financial Advisor
Industry Financial Services
Experience
Cypress Strategies (AZ) April 1983 - Present
New York Life Insurance Company April 1983 - Present
Eagle Strategies, LLC April 1983 - Present
NYLIFE Securities LLC April 1983 - Present
Skills
Philanthropy, Irrevocable Life..., Licensed in Long-Term..., Small Business, Key Person Protection, Multi-generational..., Gifting Strategies
Education
Arizona State University 1978 — 1982
Business Administration and Management, General
Cypress Strategies (AZ) April 1983 - Present
New York Life Insurance Company April 1983 - Present
Eagle Strategies, LLC April 1983 - Present
NYLIFE Securities LLC April 1983 - Present
Skills
Philanthropy, Irrevocable Life..., Licensed in Long-Term..., Small Business, Key Person Protection, Multi-generational..., Gifting Strategies
Education
Arizona State University 1978 — 1982
Business Administration and Management, General
Penelope Hart, ChFC, CLU Penelope Hart, ChFC, CLU's Eagle Strategies LLC Experience 2003 - Present
Job Compassionate Financial Adviser providing Tampa Bay Families with Estate and Retirement Planning Strategies for 18 years
Industry Financial Services
Experience
Eagle Strategies, LLC 2003 - Present
NYLife Securities, LLC December 1996 - Present
New York Life Insurance Company August 1996 - Present
Skills
Retirement Planning, Estate Planning, Investments, Life Insurance, Fixed Annuities, Gifting Strategies, Protection..., Wealth Preservation..., Annuity Sales, 401k Rollovers, Account Management, Term Life Insurance, Lifetime Income..., Retirement, Finance, Personal Finance, Sales, Customer Service
Education
The American College
Florida State University
Eagle Strategies, LLC 2003 - Present
NYLife Securities, LLC December 1996 - Present
New York Life Insurance Company August 1996 - Present
Skills
Retirement Planning, Estate Planning, Investments, Life Insurance, Fixed Annuities, Gifting Strategies, Protection..., Wealth Preservation..., Annuity Sales, 401k Rollovers, Account Management, Term Life Insurance, Lifetime Income..., Retirement, Finance, Personal Finance, Sales, Customer Service
Education
The American College
Florida State University
David Levee's Eagle Strategies LLC Experience March 1994 - Present
Job Registered Representative at NYLIFE Securities LLC
Industry Financial Services
Experience
Eagle Strategies LLC March 1994 - Present
NYLIFE Securities LLC January 1980 - Present
The Levee Financial Group December 1967 - Present
New York Life Insurance Company 1967 - Present
Skills
Retirement Planning, Life Insurance, Small Business, Estate Planning, Retirement, Wealth Preservation..., Asset Protection, Annuity sales, Gifting strategies, Key person protection, Multi-Generational..., Multi-Generational..., Succession Planning, Long Term Care Insurance, Fixed Annuities, Term Life Insurance, Key Person Protection, Annuity Sales, Multi-generational..., Investments, Insurance, Financial Services, Securities
Education
Northern Illinois University
Eagle Strategies LLC March 1994 - Present
NYLIFE Securities LLC January 1980 - Present
The Levee Financial Group December 1967 - Present
New York Life Insurance Company 1967 - Present
Skills
Retirement Planning, Life Insurance, Small Business, Estate Planning, Retirement, Wealth Preservation..., Asset Protection, Annuity sales, Gifting strategies, Key person protection, Multi-Generational..., Multi-Generational..., Succession Planning, Long Term Care Insurance, Fixed Annuities, Term Life Insurance, Key Person Protection, Annuity Sales, Multi-generational..., Investments, Insurance, Financial Services, Securities
Education
Northern Illinois University
Antonette Roig Antonette Roig's Eagle Strategies LLC Experience February 2014 - Present
Job Corporate Vice President at Eagle Strategies, LLC
Industry Financial Services
Experience
Eagle Strategies, LLC February 2014 - Present
New York Life Insurance Company April 1998 - Present
NYLIM 1997 - 2010
Skills
Investments, IRAs, Series 63, Mutual Funds, Retirement, Sales, Life Insurance, Alternative Investments, Series 7, Wealth Management, Estate Planning, Fixed Annuities, New Business Development, Securities, Series 6, Portfolio Management, Strategic Financial..., Retirement Planning, Financial Advisory, Insurance, Disability Insurance, Asset Management, Asset Allocation, Financial Services, Investment Advisory, Long-term Care, 401k, FINRA, Financial Planners, Investment Strategies, Long Term Care Insurance, Series 24, Term Life Insurance, Uniform Combined State..., Variable Annuities, Pensions, Wealth, Whole Life, Roth IRA, Investment Management, Wealth Accumulation, Separately Managed..., 401k Rollovers, Fixed Income, Wealth Management..., Asset Protection, Life, Permanent Life Insurance, High Net Worth..., Income Protection
Education
Rutgers, The State University of New Jersey-Newark 1997 — 2000
BA, Political Science
Paramus Catholic High School
Eagle Strategies, LLC February 2014 - Present
New York Life Insurance Company April 1998 - Present
NYLIM 1997 - 2010
Skills
Investments, IRAs, Series 63, Mutual Funds, Retirement, Sales, Life Insurance, Alternative Investments, Series 7, Wealth Management, Estate Planning, Fixed Annuities, New Business Development, Securities, Series 6, Portfolio Management, Strategic Financial..., Retirement Planning, Financial Advisory, Insurance, Disability Insurance, Asset Management, Asset Allocation, Financial Services, Investment Advisory, Long-term Care, 401k, FINRA, Financial Planners, Investment Strategies, Long Term Care Insurance, Series 24, Term Life Insurance, Uniform Combined State..., Variable Annuities, Pensions, Wealth, Whole Life, Roth IRA, Investment Management, Wealth Accumulation, Separately Managed..., 401k Rollovers, Fixed Income, Wealth Management..., Asset Protection, Life, Permanent Life Insurance, High Net Worth..., Income Protection
Education
Rutgers, The State University of New Jersey-Newark 1997 — 2000
BA, Political Science
Paramus Catholic High School
Alex Kim's Eagle Strategies LLC Experience March 2015 - Present
Job Wealth Advisor at Eagle Strategies, LLC
Industry Financial Services
Experience
Eagle Strategies, LLC March 2015 - Present
New York Community Bank, CFS Investments, LPL Financial LLC. October 2014 - December 2014
Merrill Lynch August 2012 - April 2014
National Securities January 2012 - August 2012
Unifi Companies October 2009 - November 2011
Investec June 1996 - November 2002
Skills
Wealth Management, Series 63, Investments, Equities, Financial Analysis, Insurance, Employee Benefits, Recruiting, Loans, Series 7, Microsoft Office, Mutual Funds, Talent Acquisition, Securities, Financial Services, Fixed Income, Financial Advisory, Finance, Asset Management, Bloomberg
Education
New York University 2011 — 2011
Continuing Education, Certification of CFP Program
Baruch College 1991 — 1996
Bachelor of Business Administration (B.B.A.), Human Resources Management/Personnel Administration, General
Eagle Strategies, LLC March 2015 - Present
New York Community Bank, CFS Investments, LPL Financial LLC. October 2014 - December 2014
Merrill Lynch August 2012 - April 2014
National Securities January 2012 - August 2012
Unifi Companies October 2009 - November 2011
Investec June 1996 - November 2002
Skills
Wealth Management, Series 63, Investments, Equities, Financial Analysis, Insurance, Employee Benefits, Recruiting, Loans, Series 7, Microsoft Office, Mutual Funds, Talent Acquisition, Securities, Financial Services, Fixed Income, Financial Advisory, Finance, Asset Management, Bloomberg
Education
New York University 2011 — 2011
Continuing Education, Certification of CFP Program
Baruch College 1991 — 1996
Bachelor of Business Administration (B.B.A.), Human Resources Management/Personnel Administration, General
Richard A Jorge Richard A Jorge's Eagle Strategies LLC Experience June 2004 - Present
Job Financial Adviser at Eagle Strategies LLC
Industry Financial Services
Experience
Eagle Strategies, LLC June 2004 - Present
MetLife January 2001 - June 2004
AXA Advisors 1999 - January 2001
TIAA-CREF January 1994 - April 1999
Skills
Retirement Planning, Investments, Mutual Funds, Estate Planning, Life Insurance, IRAs, Retirement, Asset Allocation, Fixed Income, Pensions, Retirement Planning for..., Annuity Sales, Wealth Preservation..., Grandchild Gifting, Education Fund..., Supplements to Employee..., Whole Life Insurance, Term Life Insurance, Licensed in Long-Term..., Public Speaking, Lifetime Income..., Life Insurance..., Business Insurance..., Asset Protection, LGBT Planning, 401(k) Rollovers, Small Business, Buy-sell Agreements, College Savings Plans, Strategic Planning, Education Funding..., Insurance
Education
Baruch College 1994 — 1998
Bachelor, Finance
La Guardia Community College
Associate's degree, Accounting and Finance
Pontificia Universidad Católica Madre y Maestra
Pontificia Universidad Católica Madre y Maestra
Pontificia Universidad Católica Madre y Maestra
Eagle Strategies, LLC June 2004 - Present
MetLife January 2001 - June 2004
AXA Advisors 1999 - January 2001
TIAA-CREF January 1994 - April 1999
Skills
Retirement Planning, Investments, Mutual Funds, Estate Planning, Life Insurance, IRAs, Retirement, Asset Allocation, Fixed Income, Pensions, Retirement Planning for..., Annuity Sales, Wealth Preservation..., Grandchild Gifting, Education Fund..., Supplements to Employee..., Whole Life Insurance, Term Life Insurance, Licensed in Long-Term..., Public Speaking, Lifetime Income..., Life Insurance..., Business Insurance..., Asset Protection, LGBT Planning, 401(k) Rollovers, Small Business, Buy-sell Agreements, College Savings Plans, Strategic Planning, Education Funding..., Insurance
Education
Baruch College 1994 — 1998
Bachelor, Finance
La Guardia Community College
Associate's degree, Accounting and Finance
Pontificia Universidad Católica Madre y Maestra
Pontificia Universidad Católica Madre y Maestra
Pontificia Universidad Católica Madre y Maestra
Patrick F. McKallagat CFP®, CLU® Patrick F. McKallagat CFP®, CLU®'s Eagle Strategies LLC Experience February 2013 - Present
Job Financial Adviser at Eagle Strategies, LLC
Industry Financial Services
Experience
Eagle Strategies, LLC February 2013 - Present
NYLIFE Securities LLC January 2010 - Present
New York Life January 2010 - Present
First Investors Corporation October 2007 - January 2010
Skills
Retirement Planning, Fixed Annuities, Retirement, Tax, Securities, Financial Services, Finance, Mutual Funds, Insurance, Employee Benefits, Life Insurance
Education
Roberts Wesleyan College 2002 — 2006
Bachelors of Science, Marketing
Eagle Strategies, LLC February 2013 - Present
NYLIFE Securities LLC January 2010 - Present
New York Life January 2010 - Present
First Investors Corporation October 2007 - January 2010
Skills
Retirement Planning, Fixed Annuities, Retirement, Tax, Securities, Financial Services, Finance, Mutual Funds, Insurance, Employee Benefits, Life Insurance
Education
Roberts Wesleyan College 2002 — 2006
Bachelors of Science, Marketing
Justine Rella Justine Rella's Eagle Strategies LLC Experience April 2011 - Present
Job Senior Specialist, NYLIFE Securities LLC
Industry Financial Services
Experience
Eagle Strategies, LLC April 2011 - Present
Fordham University May 2010 - August 2010
Fordham University September 2008 - May 2010
Splinter Group at Fordham University April 2008 - May 2010
Shakesperience Productions, Inc. June 2008 - August 2008
Skills
Series 7, Uniform Combined State..., Security Operations, Mutual Funds, Microsoft Office, Investments, Budgets, Time Management, Leadership, PowerPoint, Event Management, Microsoft Excel, Program Development
Education
Fordham University 2006 — 2010
BA, Women's Studies
Eagle Strategies, LLC April 2011 - Present
Fordham University May 2010 - August 2010
Fordham University September 2008 - May 2010
Splinter Group at Fordham University April 2008 - May 2010
Shakesperience Productions, Inc. June 2008 - August 2008
Skills
Series 7, Uniform Combined State..., Security Operations, Mutual Funds, Microsoft Office, Investments, Budgets, Time Management, Leadership, PowerPoint, Event Management, Microsoft Excel, Program Development
Education
Fordham University 2006 — 2010
BA, Women's Studies
Kirk Quaschnick Kirk Quaschnick's Eagle Strategies LLC Experience April 1992 - Present
Job President at Mogul Wealth Strategies, LLC
Industry Financial Services
Experience
Mogul Wealth Strategies, LLC April 1992 - Present
Eagle Strategies, LLC April 1992 - Present
New York Life Insurance Company April 1992 - Present
NYLIFE Securities, LLC April 1992 - Present
Skills
401k Rollovers, Account Management, Annuity Sales, Asset Protection, business exit strategy, business insurance..., Business Networking, business succession..., Buy-sell Agreements, charitable giving, CLU, ChFC, ARPC, Communication, customer relations, Customer Satisfaction, Direct Sales, education funding..., Estate Planning, Gifting Strategies, grandchild gifting, Insurance, Investments, IRA rollovers, Key Person Insurance, Lead Generation, Legacies, legacy planning, Licensed Life Insurance..., Life Insurance, life insurance..., Multi-generational..., Multi-generational..., Permanent Life Insurance, Personal Finance, Protection..., Public Speaking, Retirement, Retirement Planning, Risk Management, Sales, Seminar Marketing, Small Business, Succession Planning, supplements to employee..., Wealth Preservation..., wealth transfer..., Term Life Insurance, Leadership, Financial Services
Education
Northern State University 1984 — 1985
Mogul Wealth Strategies, LLC April 1992 - Present
Eagle Strategies, LLC April 1992 - Present
New York Life Insurance Company April 1992 - Present
NYLIFE Securities, LLC April 1992 - Present
Skills
401k Rollovers, Account Management, Annuity Sales, Asset Protection, business exit strategy, business insurance..., Business Networking, business succession..., Buy-sell Agreements, charitable giving, CLU, ChFC, ARPC, Communication, customer relations, Customer Satisfaction, Direct Sales, education funding..., Estate Planning, Gifting Strategies, grandchild gifting, Insurance, Investments, IRA rollovers, Key Person Insurance, Lead Generation, Legacies, legacy planning, Licensed Life Insurance..., Life Insurance, life insurance..., Multi-generational..., Multi-generational..., Permanent Life Insurance, Personal Finance, Protection..., Public Speaking, Retirement, Retirement Planning, Risk Management, Sales, Seminar Marketing, Small Business, Succession Planning, supplements to employee..., Wealth Preservation..., wealth transfer..., Term Life Insurance, Leadership, Financial Services
Education
Northern State University 1984 — 1985
Enrique Pasco Andrade Enrique Pasco Andrade's Eagle Strategies LLC Experience October 2014 - February 2015
Job Sales Operations Manager at eFolder
Industry Information Technology and Services
Experience
eFolder February 2015 - Present
Eagle Strategies, LLC October 2014 - February 2015
Silicon Valley Innovation Center May 2014 - August 2014
Hult International Business School September 2013 - August 2014
Natura April 2011 - July 2013
Natura April 2010 - April 2011
Prebel January 2009 - April 2010
Prebel September 2007 - January 2009
Prebel May 2007 - September 2007
Skills
Strategic Planning, Direct Sales, Digital Marketing, Analytics, Sales Plan, Sales, Facebook, Microsoft Excel, PowerPoint, Forecasting, Sales Operations, Marketing Management, Project Planning, Digital Strategy, Market Planning, Business Development, Microsoft Office, Strategic Sales Plans, Venta Directa, Georeferencing, Georeferenciación, CRM, Analysis, Go-to-market Strategy, Data Analysis
Education
Hult International Business School 2013 — 2014
Master of International Marketing, Master of International Marketing
Universidad de Lima / University of Lima 2004 — 2008
Bachelor of Science in Business Administration (B.S.B.A.)
Universidad de Lima 2009 — 2009
Degree in Business Sciences - Licenciado en Ciencias Administrativas, Marketing
California State University-Los Angeles 2004 — 2004
American Culture and Language Program Certificate, English Language
eFolder February 2015 - Present
Eagle Strategies, LLC October 2014 - February 2015
Silicon Valley Innovation Center May 2014 - August 2014
Hult International Business School September 2013 - August 2014
Natura April 2011 - July 2013
Natura April 2010 - April 2011
Prebel January 2009 - April 2010
Prebel September 2007 - January 2009
Prebel May 2007 - September 2007
Skills
Strategic Planning, Direct Sales, Digital Marketing, Analytics, Sales Plan, Sales, Facebook, Microsoft Excel, PowerPoint, Forecasting, Sales Operations, Marketing Management, Project Planning, Digital Strategy, Market Planning, Business Development, Microsoft Office, Strategic Sales Plans, Venta Directa, Georeferencing, Georeferenciación, CRM, Analysis, Go-to-market Strategy, Data Analysis
Education
Hult International Business School 2013 — 2014
Master of International Marketing, Master of International Marketing
Universidad de Lima / University of Lima 2004 — 2008
Bachelor of Science in Business Administration (B.S.B.A.)
Universidad de Lima 2009 — 2009
Degree in Business Sciences - Licenciado en Ciencias Administrativas, Marketing
California State University-Los Angeles 2004 — 2004
American Culture and Language Program Certificate, English Language
Rob Hendrickson CLU, ChFC, CASL, LUTCF, CLTC Rob Hendrickson CLU, ChFC, CASL, LUTCF, CLTC's Eagle Strategies LLC Experience 2009 - 2012
Job Agency Intern at State Farm
Industry Financial Services
Experience
State Farm 2015 - Present
Eagle Financial Educators, LLC 2007 - 2015
New York Life Insurance Company 2012 - 2014
Eagle Strategies, LLC 2009 - 2012
New York Life Insurance Company October 2009 - September 2010
Northwestern Mutual 2007 - 2009
JPMorgan Chase 2006 - 2007
Skills
Leadership, Training, Fundraising, Insurance, Employee Benefits, Sales, Long-term Care, Financial Services, Mentoring, Health Insurance, Term Life Insurance, Management, Life Insurance, Retirement Planning, Recruiting, Financial Planning, Public Speaking
Education
Missouri State University 2006 — 2008
MM, Music Composition
University of Washington 1998 — 2002
BA/BM, Music Education
State Farm 2015 - Present
Eagle Financial Educators, LLC 2007 - 2015
New York Life Insurance Company 2012 - 2014
Eagle Strategies, LLC 2009 - 2012
New York Life Insurance Company October 2009 - September 2010
Northwestern Mutual 2007 - 2009
JPMorgan Chase 2006 - 2007
Skills
Leadership, Training, Fundraising, Insurance, Employee Benefits, Sales, Long-term Care, Financial Services, Mentoring, Health Insurance, Term Life Insurance, Management, Life Insurance, Retirement Planning, Recruiting, Financial Planning, Public Speaking
Education
Missouri State University 2006 — 2008
MM, Music Composition
University of Washington 1998 — 2002
BA/BM, Music Education
Chip May Chip May's Eagle Strategies LLC Experience January 2000 - Present
Job Experienced Financial Advisor with May Financial Solutions; Imagine. Design. Act.
Industry Financial Services
Experience
May Financial Solutions March 1987 - Present
Eagle Strategies, LLC January 2000 - Present
NYLIFE Securities, LLC March 1987 - Present
Skills
Retirement Planning, Estate Planning, Wealth Preservation..., Asset Protection, Gifting Strategies, Multi-generational..., Protection..., Small Business, Succession Planning, Key Person Protection, Investments, 401k Rollovers, Annuity Sales, Insurance, Retirement, Protection Planning, Life Insurance, Fixed Annuities, Planning
Education
The American College 2003 — 2005
Master's Degree, Financial Planning and Services
Kansas State University 1978 — 1982
Bachelor's Degree, Grain Science
May Financial Solutions March 1987 - Present
Eagle Strategies, LLC January 2000 - Present
NYLIFE Securities, LLC March 1987 - Present
Skills
Retirement Planning, Estate Planning, Wealth Preservation..., Asset Protection, Gifting Strategies, Multi-generational..., Protection..., Small Business, Succession Planning, Key Person Protection, Investments, 401k Rollovers, Annuity Sales, Insurance, Retirement, Protection Planning, Life Insurance, Fixed Annuities, Planning
Education
The American College 2003 — 2005
Master's Degree, Financial Planning and Services
Kansas State University 1978 — 1982
Bachelor's Degree, Grain Science
Rone J. Davis, CLU®, ChFC®, MSFS Rone J. Davis, CLU®, ChFC®, MSFS's Eagle Strategies LLC Experience November 2012 - Present
Job Chief Investment and Financial Officer at Advanced Financial Strategies, Inc
Industry Investment Management
Experience
Eagle Strategies, LLC November 2012 - Present
Advanced Financial Strategies, Inc May 2002 - Present
Skills
Investments, 401(k) Rollovers, Retirement Planning, Wealth Preservation..., Asset Protection, Multi-generational..., Insurance, Finance, Strategic Financial...
Education
The American College 2011 — 2013
Masters of Financial Services, Financial Planning and Services
Manchester University 1998 — 2002
Bachelor's degree, Business Administration and Economics
Eagle Strategies, LLC November 2012 - Present
Advanced Financial Strategies, Inc May 2002 - Present
Skills
Investments, 401(k) Rollovers, Retirement Planning, Wealth Preservation..., Asset Protection, Multi-generational..., Insurance, Finance, Strategic Financial...
Education
The American College 2011 — 2013
Masters of Financial Services, Financial Planning and Services
Manchester University 1998 — 2002
Bachelor's degree, Business Administration and Economics
Anthony J. Taylor CLU®, LUTCF's Eagle Strategies LLC Experience January 1999 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Financial Services
Experience
NYLIFE Securities LLC June 2001 - Present
Eagle Strategies, LLC January 1999 - Present
New York Life Insurance Company May 1998 - Present
Skills
Insurance, Investments, Retirement, Retirement Planning, Estate Planning, 401k Rollovers, Small Business, Asset Protection, Succession Planning, Wealth Preservation..., Key Person Insurance, Protection..., Protection..., Securities, Wealth Management, Sales, Mutual Funds, Team Building
Education
Brigham Young University 1993 — 1998
Bachelor of Business Administration (B.B.A.), Finance, General
The American College
CLU®, LUTCF, Finance
NYLIFE Securities LLC June 2001 - Present
Eagle Strategies, LLC January 1999 - Present
New York Life Insurance Company May 1998 - Present
Skills
Insurance, Investments, Retirement, Retirement Planning, Estate Planning, 401k Rollovers, Small Business, Asset Protection, Succession Planning, Wealth Preservation..., Key Person Insurance, Protection..., Protection..., Securities, Wealth Management, Sales, Mutual Funds, Team Building
Education
Brigham Young University 1993 — 1998
Bachelor of Business Administration (B.B.A.), Finance, General
The American College
CLU®, LUTCF, Finance
John Holmes, III, LUTCF John Holmes, III, LUTCF's Eagle Strategies LLC Experience November 2013 - Present
Job Financial Adviser, Eagle Strategies, LLC
Industry Financial Services
Experience
Eagle Strategies, LLC November 2013 - Present
New York Life Insurance Company April 1998 - Present
NYLIFE Securities, LLC April 1998 - Present
NAIFA September 2011 - Present
NAIFA July 2010 - June 2011
PaineWebber 1996 - 1998
Skills
Insurance, Retirement, Retirement Planning, Estate Planning, Investments, 401k Rollovers, Small Business, Key Person Insurance, Annuity Sales, Multi-generational..., Licensed Life Insurance..., Succession Planning, LUTCF, Asset Protection
Education
Haslam College of Business at the University of Tennessee 1978 — 1982
BS, Finance
The Baylor School 1972 — 1976
Eagle Strategies, LLC November 2013 - Present
New York Life Insurance Company April 1998 - Present
NYLIFE Securities, LLC April 1998 - Present
NAIFA September 2011 - Present
NAIFA July 2010 - June 2011
PaineWebber 1996 - 1998
Skills
Insurance, Retirement, Retirement Planning, Estate Planning, Investments, 401k Rollovers, Small Business, Key Person Insurance, Annuity Sales, Multi-generational..., Licensed Life Insurance..., Succession Planning, LUTCF, Asset Protection
Education
Haslam College of Business at the University of Tennessee 1978 — 1982
BS, Finance
The Baylor School 1972 — 1976
Arra Malekzadeh Arra Malekzadeh's Eagle Strategies LLC Experience May 2014 - August 2014
Job Debt Capital Markets Analyst at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan June 2015 - Present
Constellation Capital Management LLC February 2015 - May 2015
NYU Leonard N. Stern School of Business January 2014 - May 2015
Eagle Strategies, LLC May 2014 - August 2014
New York Life Insurance Company May 2013 - August 2013
THQ June 2012 - August 2012
Trendalytics 2011 - 2012
Skills
Investments, Retirement Planning, Mutual Funds, Strategic Financial..., Fixed Annuities, Securities, Retirement, Estate Planning, Life Insurance, Bloomberg, Financial Analysis, Insurance, Financial Modeling, Wealth Management, Finance, Asset Allocation, Fashion, Business Analytics, Social Media, Chemistry, Economics, Tax Accounting, Income Tax
Education
New York University 2011 — 2015
Bachelor of Arts (B.A.), Economics, Pre-Medicine (Chemistry)
NYU in London 2013 — 2013
Study Abroad Program, Fall 2013 Semester
J.P. Morgan June 2015 - Present
Constellation Capital Management LLC February 2015 - May 2015
NYU Leonard N. Stern School of Business January 2014 - May 2015
Eagle Strategies, LLC May 2014 - August 2014
New York Life Insurance Company May 2013 - August 2013
THQ June 2012 - August 2012
Trendalytics 2011 - 2012
Skills
Investments, Retirement Planning, Mutual Funds, Strategic Financial..., Fixed Annuities, Securities, Retirement, Estate Planning, Life Insurance, Bloomberg, Financial Analysis, Insurance, Financial Modeling, Wealth Management, Finance, Asset Allocation, Fashion, Business Analytics, Social Media, Chemistry, Economics, Tax Accounting, Income Tax
Education
New York University 2011 — 2015
Bachelor of Arts (B.A.), Economics, Pre-Medicine (Chemistry)
NYU in London 2013 — 2013
Study Abroad Program, Fall 2013 Semester
Julia Jungen, CFP® Julia Jungen, CFP®'s Eagle Strategies LLC Experience June 2015 - Present
Job Practice Management Consultant at Eagle Strategies, LLC
Industry Financial Services
Experience
Eagle Strategies, LLC June 2015 - Present
New York Life Insurance Company November 2012 - June 2015
Jungen & Co. Financial Advisers/Eagle Strategies LLC September 2009 - November 2012
Mirkovich & Associates May 2007 - August 2007
Skills
Retirement Planning, Strategic Financial..., IRAs, Fixed Annuities, Long-term Care, Investments, Mutual Funds, Retirement, Life Insurance, 401k, Series 7, Series 63, Financial Advisory, Wealth Accumulation, Investment Strategies, Series 6, FINRA, Wealth Management, Portfolio Management, Estate Planning, Financial Services, Finance, Financial Planning
Education
University of Wisconsin-Madison - School of Business 2005 — 2009
Bachelor of Business Administration (B.B.A.), Marketing
City University London
Business
Eagle Strategies, LLC June 2015 - Present
New York Life Insurance Company November 2012 - June 2015
Jungen & Co. Financial Advisers/Eagle Strategies LLC September 2009 - November 2012
Mirkovich & Associates May 2007 - August 2007
Skills
Retirement Planning, Strategic Financial..., IRAs, Fixed Annuities, Long-term Care, Investments, Mutual Funds, Retirement, Life Insurance, 401k, Series 7, Series 63, Financial Advisory, Wealth Accumulation, Investment Strategies, Series 6, FINRA, Wealth Management, Portfolio Management, Estate Planning, Financial Services, Finance, Financial Planning
Education
University of Wisconsin-Madison - School of Business 2005 — 2009
Bachelor of Business Administration (B.B.A.), Marketing
City University London
Business
Mark D. Olson, CFP®, MSFS, CLU®, ChFC®'s Eagle Strategies LLC Experience December 2012 - Present
Job Helping successful individuals and business owners identify and achieve their most important financial goals since 1989
Industry Financial Services
Experience
Horizon Wealth Strategies, LLC January 2013 - Present
NYLIFE Securities LLC December 2012 - Present
New York Life Insurance Company December 2012 - Present
Eagle Strategies, LLC December 2012 - Present
Allstate March 2004 - December 2012
MetLife July 1989 - March 2004
Skills
Retirement Planning, Investments, Multi-generational..., 401(k) Rollovers, IRA's, Estate Planning, Wealth Preservation..., Gifting Strategies, Small Business, Succession Planning, Key Person Protection, Annuities, Disability Insurance, Insurance, Life Insurance, Asset Protection, Licensed in Long Term...
Education
The American College 1999 — 2002
Master's of Science, Financial Services
Rutgers, The State University of New Jersey-New Brunswick 1985 — 1989
BS, Marketing, Finance
Madison Central High School 1981 — 1985
Horizon Wealth Strategies, LLC January 2013 - Present
NYLIFE Securities LLC December 2012 - Present
New York Life Insurance Company December 2012 - Present
Eagle Strategies, LLC December 2012 - Present
Allstate March 2004 - December 2012
MetLife July 1989 - March 2004
Skills
Retirement Planning, Investments, Multi-generational..., 401(k) Rollovers, IRA's, Estate Planning, Wealth Preservation..., Gifting Strategies, Small Business, Succession Planning, Key Person Protection, Annuities, Disability Insurance, Insurance, Life Insurance, Asset Protection, Licensed in Long Term...
Education
The American College 1999 — 2002
Master's of Science, Financial Services
Rutgers, The State University of New Jersey-New Brunswick 1985 — 1989
BS, Marketing, Finance
Madison Central High School 1981 — 1985
Carey Sullivan's Eagle Strategies LLC Experience October 2011 - Present
Job Owner/Financial Adviser, Registered Insurance Agent, Investments, Wealth Management
Industry Financial Services
Experience
Five Peaks Capital Group October 2012 - Present
Eagle Strategies LLC October 2011 - Present
NYLIFE Securities LLC June 2009 - Present
New York Life Insurance Company March 2009 - Present
Nylife Securities, LLC March 2009 - 2012
Countrywide Bank February 2008 - February 2009
Skills
Strategic Financial..., Retirement, Retirement Planning, Insurance, Finance, Portfolio Management, Securities, Financial Services, Small Business, Analysis, Credit, Project Planning, Wealth, Accounting, Fixed Annuities, Investments, Estate Planning, IRAs, Mutual Funds, 401k, Wealth Management, College Funding..., Term Life Insurance, Life Insurance, Alternative Investments, Multi-family Investments, Cost Savings Strategies, financial, Financial Analysis, stocks, Equities, Private Equity, Equity Trading
Education
Colorado State University 2005 — 2008
BS, Sociology, Political Science
Coe College 2003 — 2005
Bachelor of Science (BS), Sociology
Five Peaks Capital Group October 2012 - Present
Eagle Strategies LLC October 2011 - Present
NYLIFE Securities LLC June 2009 - Present
New York Life Insurance Company March 2009 - Present
Nylife Securities, LLC March 2009 - 2012
Countrywide Bank February 2008 - February 2009
Skills
Strategic Financial..., Retirement, Retirement Planning, Insurance, Finance, Portfolio Management, Securities, Financial Services, Small Business, Analysis, Credit, Project Planning, Wealth, Accounting, Fixed Annuities, Investments, Estate Planning, IRAs, Mutual Funds, 401k, Wealth Management, College Funding..., Term Life Insurance, Life Insurance, Alternative Investments, Multi-family Investments, Cost Savings Strategies, financial, Financial Analysis, stocks, Equities, Private Equity, Equity Trading
Education
Colorado State University 2005 — 2008
BS, Sociology, Political Science
Coe College 2003 — 2005
Bachelor of Science (BS), Sociology
Prabh Dhillon Prabh Dhillon's Eagle Strategies LLC Experience August 2012 - Present
Job Experienced Financial Adviser at Caduceus Financial & Insurance Services
Industry Financial Services
Experience
Caduceus Financial & Insurance Services February 2014 - Present
Eagle Strategies, LLC August 2012 - Present
Wells Fargo August 2004 - August 2012
Skills
Retirement Planning, Retirement, Estate Planning, Investments, Insurance, Asset Protection, Gifting Strategies, Small Business, Succession Planning, Wealth Preservation...
Education
California State University-Sacramento
Caduceus Financial & Insurance Services February 2014 - Present
Eagle Strategies, LLC August 2012 - Present
Wells Fargo August 2004 - August 2012
Skills
Retirement Planning, Retirement, Estate Planning, Investments, Insurance, Asset Protection, Gifting Strategies, Small Business, Succession Planning, Wealth Preservation...
Education
California State University-Sacramento
Dean Diaz's Eagle Strategies LLC Experience November 2013 - Present
Job Financial Adviser with Axiom Financial and Insurance Solutions helping individuals and business owners
Industry Financial Services
Experience
Axiom Financial and Insurance Solutions December 2013 - Present
Eagle Strategies, LLC November 2013 - Present
New York Life March 2009 - Present
New York Life Insurance Company January 2011 - July 2013
CTX Mortgage October 2002 - January 2009
Citibank 1998 - 2002
Skills
Retirement Planning, Life Insurance, Investments, Financial Services, Mutual Funds, Risk Management, Finance, Fixed Annuities, Sales, Insurance, Retirement, Wealth Management, IRAs, Leadership, Long Term Care Insurance, 401k, New Business Development, Strategic Financial..., Estate Planning, Disability Insurance, Term Life Insurance, Securities, Financial Advisory, Strategic Planning, Series 63, Series 6, Wealth, Series 7, 401k Rollovers, Portfolio Management, Investment Advisory, Asset Management, Business Planning, Employee Benefits, Roth IRA, Qualified Retirement..., Licensed Life Insurance..., Key Person Protection, Pensions, College Savings Plans, Brokers, Protection..., Defined Benefit, Life, Retirement Savings, Buy-sell Agreements, 529 Plans, Client Confidentiality..., Wealth Preservation..., Retirement Income...
Education
California State University-Fullerton, Mihaylo College of Business and Economics 2001 — 2004
BS, Finance and Risk Management
Axiom Financial and Insurance Solutions December 2013 - Present
Eagle Strategies, LLC November 2013 - Present
New York Life March 2009 - Present
New York Life Insurance Company January 2011 - July 2013
CTX Mortgage October 2002 - January 2009
Citibank 1998 - 2002
Skills
Retirement Planning, Life Insurance, Investments, Financial Services, Mutual Funds, Risk Management, Finance, Fixed Annuities, Sales, Insurance, Retirement, Wealth Management, IRAs, Leadership, Long Term Care Insurance, 401k, New Business Development, Strategic Financial..., Estate Planning, Disability Insurance, Term Life Insurance, Securities, Financial Advisory, Strategic Planning, Series 63, Series 6, Wealth, Series 7, 401k Rollovers, Portfolio Management, Investment Advisory, Asset Management, Business Planning, Employee Benefits, Roth IRA, Qualified Retirement..., Licensed Life Insurance..., Key Person Protection, Pensions, College Savings Plans, Brokers, Protection..., Defined Benefit, Life, Retirement Savings, Buy-sell Agreements, 529 Plans, Client Confidentiality..., Wealth Preservation..., Retirement Income...
Education
California State University-Fullerton, Mihaylo College of Business and Economics 2001 — 2004
BS, Finance and Risk Management
Anthony Cipolla Anthony Cipolla's Eagle Strategies LLC Experience July 2013 - January 2015
Job Investment Professional at Cipolla Financial & Insurance Services
Industry Financial Services
Experience
Cipolla Financial and Insurance Services April 2011 - Present
Eagle Strategies, LLC July 2013 - January 2015
NYLIFE Securities LLC June 2002 - April 2011
New York Life Insurance June 2002 - April 2011
State Farm Insurance June 2000 - June 2002
Skills
Risk Management, Insurance, Estate Planning, 401k Rollovers, Investments, Licensed Life Insurance..., Protection..., Key Person Protection, Legacies, LUTCF, Buy-sell Agreements
Education
Sonoma State University 1997 — 2000
Bachelor of Science (B.S.), Business Administration and Finance
Cipolla Financial and Insurance Services April 2011 - Present
Eagle Strategies, LLC July 2013 - January 2015
NYLIFE Securities LLC June 2002 - April 2011
New York Life Insurance June 2002 - April 2011
State Farm Insurance June 2000 - June 2002
Skills
Risk Management, Insurance, Estate Planning, 401k Rollovers, Investments, Licensed Life Insurance..., Protection..., Key Person Protection, Legacies, LUTCF, Buy-sell Agreements
Education
Sonoma State University 1997 — 2000
Bachelor of Science (B.S.), Business Administration and Finance
Shane Thompson Shane Thompson's Eagle Strategies LLC Experience August 2015 - Present
Job Financial Adviser at Eagle Strategies, LLC
Industry Financial Services
Experience
Eagle Strategies, LLC August 2015 - Present
NYLIFE Securities LLC October 2014 - Present
New York Life Insurance Company October 2014 - Present
Zeigler Automotive Group February 2014 - September 2014
Harold Zeigler Automotive Group December 2011 - February 2014
Capstone Financial Advisors October 2007 - March 2012
Skills
Employee Benefits, Business Insurance..., Buy-sell Agreements, Succession Planning, Key Person Protection, Risk Management, 401k Rollovers, Education Funding..., Retirement Income..., Life Insurance..., Multi-generational..., Charitable Giving, Personal Finance, Asset Protection, Lifetime Income..., Wealth Preservation..., Gifting Strategies, Grandchild Gifting, Retirement, Income Protection, Investments, Variable Annuities, Whole Life Insurance, Mutual Funds, Annuity Sales, Licensed Life Insurance..., Sales, Customer Satisfaction, Customer Service, Leadership, Customer Retention, Team Building, Marketing, Sales Process, Sales Management, Management, Sales Operations, Selling, Time Management, Account Management, Process Improvement, New Business Development, Business Development, Team Leadership, Business Planning, Business Strategy, Strategic Planning, Teamwork
Education
Indiana Wesleyan University 2008 — 2010
Accounting, Accounting
Lee University 1996 — 1997
Business Administration and Management, General
Mattawan Consolidated
Eagle Strategies, LLC August 2015 - Present
NYLIFE Securities LLC October 2014 - Present
New York Life Insurance Company October 2014 - Present
Zeigler Automotive Group February 2014 - September 2014
Harold Zeigler Automotive Group December 2011 - February 2014
Capstone Financial Advisors October 2007 - March 2012
Skills
Employee Benefits, Business Insurance..., Buy-sell Agreements, Succession Planning, Key Person Protection, Risk Management, 401k Rollovers, Education Funding..., Retirement Income..., Life Insurance..., Multi-generational..., Charitable Giving, Personal Finance, Asset Protection, Lifetime Income..., Wealth Preservation..., Gifting Strategies, Grandchild Gifting, Retirement, Income Protection, Investments, Variable Annuities, Whole Life Insurance, Mutual Funds, Annuity Sales, Licensed Life Insurance..., Sales, Customer Satisfaction, Customer Service, Leadership, Customer Retention, Team Building, Marketing, Sales Process, Sales Management, Management, Sales Operations, Selling, Time Management, Account Management, Process Improvement, New Business Development, Business Development, Team Leadership, Business Planning, Business Strategy, Strategic Planning, Teamwork
Education
Indiana Wesleyan University 2008 — 2010
Accounting, Accounting
Lee University 1996 — 1997
Business Administration and Management, General
Mattawan Consolidated
Kermit R Griner, Jr ChFC® CLU® RICP® Kermit R Griner, Jr ChFC® CLU® RICP®'s Eagle Strategies LLC Experience 2005 - Present
Job CoFounder of GrinerIsom Financial Strategies, Specializing in Retirement Planning and Legacy Solutions Since 1979
Industry Financial Services
Experience
Griner-Isom Financial Strategies July 1979 - Present
Eagle Strategies, LLC 2005 - Present
Skills
Retirement Planning, Estate Planning, Charitable Gift Planning, Creative Problem Solving, Wealth Preservation..., 401k Rollovers, Long Term Care Insurance, Retirement Savings, Investments, Personal Finance, College Savings Plans, Legacy Planning, CLU, ChFC, RICP, IRAs, Life Insurance, Disability Insurance, Small Business, Fixed Annuities, Succession Planning, Financial Education, 401(k) Rollovers, Legacies, Retirement, Licensed in Long-Term..., Insurance, Finance, Key Person Insurance, Strategic Planning, Asset Protection, Lifetime Income..., Supplements to Employee..., Financial Services, Business Exit Strategy, Business Insurance..., Wealth Transfer..., Buy-Sell Agreements, Protection Planning, Risk Management, Charitable Giving, Multi-Generational..., Public Speaking, Customer Service, Leadership
Education
Columbus State University
The American College
Griner-Isom Financial Strategies July 1979 - Present
Eagle Strategies, LLC 2005 - Present
Skills
Retirement Planning, Estate Planning, Charitable Gift Planning, Creative Problem Solving, Wealth Preservation..., 401k Rollovers, Long Term Care Insurance, Retirement Savings, Investments, Personal Finance, College Savings Plans, Legacy Planning, CLU, ChFC, RICP, IRAs, Life Insurance, Disability Insurance, Small Business, Fixed Annuities, Succession Planning, Financial Education, 401(k) Rollovers, Legacies, Retirement, Licensed in Long-Term..., Insurance, Finance, Key Person Insurance, Strategic Planning, Asset Protection, Lifetime Income..., Supplements to Employee..., Financial Services, Business Exit Strategy, Business Insurance..., Wealth Transfer..., Buy-Sell Agreements, Protection Planning, Risk Management, Charitable Giving, Multi-Generational..., Public Speaking, Customer Service, Leadership
Education
Columbus State University
The American College
Sanford E. Bressick Sanford E. Bressick's Eagle Strategies LLC Experience July 1985 - Present
Job Financial Adviser specific to Insurance, Investments and Estate Planning
Industry Financial Services
Experience
New York Life July 1985 - Present
Eagle Strategies, LLC July 1985 - Present
Skills
Customer Service, Estate Planning, Finance, Fixed Annuities, IRAs, Insurance, Investments, Management, Portfolio Management, Retirement, Retirement Planning, Sales, Small Business, Strategic Financial..., Strategic Planning, Tax-advantaged..., Teaching, Time Management, Traditional IRA, Financial Planning
Education
Sonoma State University 1982 — 1985
BA, Liberal Studies
New York Life July 1985 - Present
Eagle Strategies, LLC July 1985 - Present
Skills
Customer Service, Estate Planning, Finance, Fixed Annuities, IRAs, Insurance, Investments, Management, Portfolio Management, Retirement, Retirement Planning, Sales, Small Business, Strategic Financial..., Strategic Planning, Tax-advantaged..., Teaching, Time Management, Traditional IRA, Financial Planning
Education
Sonoma State University 1982 — 1985
BA, Liberal Studies
Benjamin Yin, MBA, CSM's Eagle Strategies LLC Experience March 2015 - Present
Job CoFounder & Principal at Generations Financial, LLC.
Industry Financial Services
Experience
Generations Financial, LLC. September 2010 - Present
Eagle Strategies, LLC March 2015 - Present
The Nautilus Group® September 2012 - Present
Skills
Investments, Insurance, Life Insurance, Retirement, Strategy, Disability Insurance, Real Estate, Retirement Planning, Financial Services, Marketing, Strategic Planning, Asset Protection, Customer Relations, Financial Planning, Securities, Asset Management, Mutual Funds, Finance
Education
Emory University - Goizueta Business School 1998 — 2002
BBA, Marketing, Communications
Georgia State University - J. Mack Robinson College of Business 2006 — 2009
MBA, International Business
Generations Financial, LLC. September 2010 - Present
Eagle Strategies, LLC March 2015 - Present
The Nautilus Group® September 2012 - Present
Skills
Investments, Insurance, Life Insurance, Retirement, Strategy, Disability Insurance, Real Estate, Retirement Planning, Financial Services, Marketing, Strategic Planning, Asset Protection, Customer Relations, Financial Planning, Securities, Asset Management, Mutual Funds, Finance
Education
Emory University - Goizueta Business School 1998 — 2002
BBA, Marketing, Communications
Georgia State University - J. Mack Robinson College of Business 2006 — 2009
MBA, International Business
Meghann Mckenna Meghann Mckenna's Eagle Strategies LLC Experience June 2010 - Present
Job Owner & Financial Adviser at McKenna Financial in Bozeman, MT, A FamilyOwned Financial Firm Serving Clients Since 1949
Industry Financial Services
Experience
McKenna Financial March 2004 - Present
The Nautilus Group® May 2010 - Present
Eagle Strategies, LLC June 2010 - Present
Skills
Retirement Planning, Investments, Estate Planning, 401k Rollovers, Business Exit Strategy, Multi-Generational..., Business Insurance..., Business Succession..., Asset Protection, Buy-sell Agreements, Charitable Giving, IRA Rollovers, Key Person Insurance, Leadership, Legacy Planning, Life Insurance..., Lifetime Income..., Permanent Life Insurance, Personal Finance, Protection..., Risk Management, Strategic Planning, Succession Planning, Supplements to Employee..., Wealth Preservation..., Wealth Transfer..., Management, Mutual Funds
Education
Montana State University-Bozeman
Marketing
McKenna Financial March 2004 - Present
The Nautilus Group® May 2010 - Present
Eagle Strategies, LLC June 2010 - Present
Skills
Retirement Planning, Investments, Estate Planning, 401k Rollovers, Business Exit Strategy, Multi-Generational..., Business Insurance..., Business Succession..., Asset Protection, Buy-sell Agreements, Charitable Giving, IRA Rollovers, Key Person Insurance, Leadership, Legacy Planning, Life Insurance..., Lifetime Income..., Permanent Life Insurance, Personal Finance, Protection..., Risk Management, Strategic Planning, Succession Planning, Supplements to Employee..., Wealth Preservation..., Wealth Transfer..., Management, Mutual Funds
Education
Montana State University-Bozeman
Marketing
Michael Tacchella, ChFC Michael Tacchella, ChFC's Eagle Strategies LLC Experience May 2005 - August 2011
Job Investment Advisor Representative at Collaborative Wealth Strategies
Industry Financial Services
Experience
Collaborative Wealth Strategies August 2011 - Present
Eagle Strategies LLC May 2005 - August 2011
Robert W. Baird January 2005 - May 2005
Education
American College 2007 — 2009
ChFC, Financial Planning
Hope College 2002 — 2005
BS, Finance, Marketing, Spanish
Collaborative Wealth Strategies August 2011 - Present
Eagle Strategies LLC May 2005 - August 2011
Robert W. Baird January 2005 - May 2005
Education
American College 2007 — 2009
ChFC, Financial Planning
Hope College 2002 — 2005
BS, Finance, Marketing, Spanish
Michael Honold Michael Honold's Eagle Strategies LLC Experience June 2009 - October 2014
Job Financial Advisor
Industry Financial Services
Experience
Lincoln Financial Securities October 2014 - Present
American Financial Network LLC October 2014 - Present
New York Life Insurance Company June 2009 - October 2014
Eagle Strategies LLC June 2009 - October 2014
New York Life Insurance Company June 2009 - October 2014
Financial Network Investment Corporation, Member SIPC October 2001 - June 2009
Rue Insurance February 2001 - June 2009
Merrill Lynch February 2000 - February 2001
Rue Insurance August 1996 - February 2000
Skills
Insurance, Retirement Planning, Life Insurance, Investments, Securities, Fixed Annuities, Disability Insurance, Retirement, College Savings Plans, 401k Rollovers, IRAs
Education
Rutgers, The State University of New Jersey-New Brunswick 1992 — 1995
Bachelors
William Paterson University of New Jersey
Lincoln Financial Securities October 2014 - Present
American Financial Network LLC October 2014 - Present
New York Life Insurance Company June 2009 - October 2014
Eagle Strategies LLC June 2009 - October 2014
New York Life Insurance Company June 2009 - October 2014
Financial Network Investment Corporation, Member SIPC October 2001 - June 2009
Rue Insurance February 2001 - June 2009
Merrill Lynch February 2000 - February 2001
Rue Insurance August 1996 - February 2000
Skills
Insurance, Retirement Planning, Life Insurance, Investments, Securities, Fixed Annuities, Disability Insurance, Retirement, College Savings Plans, 401k Rollovers, IRAs
Education
Rutgers, The State University of New Jersey-New Brunswick 1992 — 1995
Bachelors
William Paterson University of New Jersey
Jon M. Stamberger Jon M. Stamberger's Eagle Strategies LLC Experience September 2006 - Present
Job Financial Adviser at Eagle Strategies LLC
Industry Financial Services
Experience
Eagle Strategies, LLC September 2006 - Present
NYLIFE Securities LLC February 2003 - Present
New York Life Insurance Company January 2003 - Present
Skills
Investments, Retirement Planning, Insurance, Life Insurance, 401(k) Rollovers, Retirement Income..., Annuity Sales, Wealth Preservation..., Estate Planning, Key Person Protection, Licensed in Long-Term..., Licensed Life Insurance...
Education
Weatherhead School of Management at Case Western Reserve University 1993 — 1996
MBA, Marketing
Case Western Reserve University 1985 — 1990
BS, Management Science
Eagle Strategies, LLC September 2006 - Present
NYLIFE Securities LLC February 2003 - Present
New York Life Insurance Company January 2003 - Present
Skills
Investments, Retirement Planning, Insurance, Life Insurance, 401(k) Rollovers, Retirement Income..., Annuity Sales, Wealth Preservation..., Estate Planning, Key Person Protection, Licensed in Long-Term..., Licensed Life Insurance...
Education
Weatherhead School of Management at Case Western Reserve University 1993 — 1996
MBA, Marketing
Case Western Reserve University 1985 — 1990
BS, Management Science
Michelle (Shelly) Gams, CLU®, ChFC®, CASL®, CFP®'s Eagle Strategies LLC Experience December 2001 - Present
Job CoOwner at Retirement Solutions
Industry Financial Services
Experience
Retirement Solutions December 2001 - Present
Eagle Strategies, LLC December 2001 - Present
New York Life Insurance Company December 2001 - Present
Skills
Series 65, Series 63, Series 7, Life and Health..., Licensed in Long-Term..., 401(k) Rollovers, Annuity Sales, Asset Protection, CLU, Estate Planning, Key Person Protection, Protection Planning/..., Retirement, Retirement Planning, Small Business, Succession Planning, Wealth Perservation..., Investments, MAP Certified, Authorized to offer...
Education
University of Wyoming 1990 — 1993
Bachelor of Science, Business Administration with a minor in Psychology
Northwest College 1988 — 1990
Associates of Art
Retirement Solutions December 2001 - Present
Eagle Strategies, LLC December 2001 - Present
New York Life Insurance Company December 2001 - Present
Skills
Series 65, Series 63, Series 7, Life and Health..., Licensed in Long-Term..., 401(k) Rollovers, Annuity Sales, Asset Protection, CLU, Estate Planning, Key Person Protection, Protection Planning/..., Retirement, Retirement Planning, Small Business, Succession Planning, Wealth Perservation..., Investments, MAP Certified, Authorized to offer...
Education
University of Wyoming 1990 — 1993
Bachelor of Science, Business Administration with a minor in Psychology
Northwest College 1988 — 1990
Associates of Art
Chris J. Grimes, CFP® Chris J. Grimes, CFP®'s Eagle Strategies LLC Experience January 2013 - Present
Job CERTIFIED FINANCIAL PLANNER™ Practitioner at Eagle Strategies, LLC
Industry Financial Services
Experience
Five Peaks Capital Group, LLC. November 2014 - Present
Eagle Strategies, LLC January 2013 - Present
New York Life Insurance Company January 2011 - Present
Charles Schwab July 2006 - January 2011
Vail Resorts August 2002 - May 2006
Skills
Strategic Financial..., Mutual Funds, Investments, Customer Service, Insurance, Finance, Retirement, Leadership, IRAs, Financial Services, Strategy, Financial Planning, Portfolio Management, Asset Allocation, Training, Fixed Annuities, Financial Markets, Retirement Planning, Small Business
Education
The American College 2009 — 2012
Certified Financial Planner education
University of Colorado Denver 2005 — 2008
Bachelors of Science, Business Administration Emphasis in Financial Management
Fort Lewis College 2004 — 2005
Progress toward BS in Business
Bear Creek High School 2000 — 2004
High School Diploma
Five Peaks Capital Group, LLC. November 2014 - Present
Eagle Strategies, LLC January 2013 - Present
New York Life Insurance Company January 2011 - Present
Charles Schwab July 2006 - January 2011
Vail Resorts August 2002 - May 2006
Skills
Strategic Financial..., Mutual Funds, Investments, Customer Service, Insurance, Finance, Retirement, Leadership, IRAs, Financial Services, Strategy, Financial Planning, Portfolio Management, Asset Allocation, Training, Fixed Annuities, Financial Markets, Retirement Planning, Small Business
Education
The American College 2009 — 2012
Certified Financial Planner education
University of Colorado Denver 2005 — 2008
Bachelors of Science, Business Administration Emphasis in Financial Management
Fort Lewis College 2004 — 2005
Progress toward BS in Business
Bear Creek High School 2000 — 2004
High School Diploma
Penny Righthand Penny Righthand's Eagle Strategies LLC Experience 1987 - Present
Job Financial Advisor
Industry Financial Services
Experience
Advisor Today 2000 - Present
NAIFA 1990 - Present
Eagle Strategies, LLC 1987 - Present
New York Life 1987 - Present
Michael Thomas Corporation 1984 - 1987
Penny Righthand, Reporter 1983 - 1985
The Montclarion 1978 - 1983
Highland Alameda County Hospital 1976 - 1978
Skills
Estate Planning, Strategic Financial..., Wealth Management, Retirement Planning, Insurance, Retirement, Investments, Disability Insurance, Financial Advisory, Public Speaking, Life Insurance, Fixed Annuities, Financial Services, Wealth
Education
Bryn Mawr College 1987 — 1990
CLU, ChFC, Financial
The Evergreen State College 1974 — 1975
BA, Writing/Journalism
University of Michigan 1964 — 1969
BS, Nursing, Psychology, Writing
Advisor Today 2000 - Present
NAIFA 1990 - Present
Eagle Strategies, LLC 1987 - Present
New York Life 1987 - Present
Michael Thomas Corporation 1984 - 1987
Penny Righthand, Reporter 1983 - 1985
The Montclarion 1978 - 1983
Highland Alameda County Hospital 1976 - 1978
Skills
Estate Planning, Strategic Financial..., Wealth Management, Retirement Planning, Insurance, Retirement, Investments, Disability Insurance, Financial Advisory, Public Speaking, Life Insurance, Fixed Annuities, Financial Services, Wealth
Education
Bryn Mawr College 1987 — 1990
CLU, ChFC, Financial
The Evergreen State College 1974 — 1975
BA, Writing/Journalism
University of Michigan 1964 — 1969
BS, Nursing, Psychology, Writing
Silas Parker, LUTCF Silas Parker, LUTCF's Eagle Strategies LLC Experience February 2011 - Present
Job Financial Adviser at Eagle Strategies LLC
Industry Financial Services
Experience
Eagle Strategies LLC February 2011 - Present
New York Life Insurance Company March 2006 - Present
Skills
Retirement Planning, Insurance, Retirement, Term Life Insurance, Life Insurance, Estate Planning, Sales, Leadership, Marketing, Small Business, Sales Management, Selling, 401k Rollovers, Whole Life
Education
The American College 2006 — 2009
LUTCF, Business Insurance, Estate Planning, Retirement Planning, Long Term Care Insurance, Ethics
Austin Community College 2002 — 2004
Eagle Strategies LLC February 2011 - Present
New York Life Insurance Company March 2006 - Present
Skills
Retirement Planning, Insurance, Retirement, Term Life Insurance, Life Insurance, Estate Planning, Sales, Leadership, Marketing, Small Business, Sales Management, Selling, 401k Rollovers, Whole Life
Education
The American College 2006 — 2009
LUTCF, Business Insurance, Estate Planning, Retirement Planning, Long Term Care Insurance, Ethics
Austin Community College 2002 — 2004
Sam Jones, CFP® Sam Jones, CFP®'s Eagle Strategies LLC Experience August 2007 - December 2013
Job Dedicated Financial Services Professional serving the greater Sarasota and Seattle areas
Industry Financial Services
Experience
Samuel W Jones February 2014 - Present
Eagle Strategies LLC August 2007 - December 2013
NYLIFE Securities LLC January 2007 - December 2013
New York Life Insurance Company November 2006 - December 2013
Crane Aerospace & Electronics 1979 - 2007
Skills
401(k) Rollovers, Estate Planning, Insurance, Gifting Strategies, Licensed Life Insurance, Retirement Planning, Special Needs Planning
Education
University of Puget Sound 1982 — 1983
BA, MBA, Business Management and Finance
Seattle University 2006 — 2006
Executive Certificate in Financial Planning, Financial Planning and Services
Samuel W Jones February 2014 - Present
Eagle Strategies LLC August 2007 - December 2013
NYLIFE Securities LLC January 2007 - December 2013
New York Life Insurance Company November 2006 - December 2013
Crane Aerospace & Electronics 1979 - 2007
Skills
401(k) Rollovers, Estate Planning, Insurance, Gifting Strategies, Licensed Life Insurance, Retirement Planning, Special Needs Planning
Education
University of Puget Sound 1982 — 1983
BA, MBA, Business Management and Finance
Seattle University 2006 — 2006
Executive Certificate in Financial Planning, Financial Planning and Services
Mary Anne Leichliter-Rice, MBA, LUTCF Mary Anne Leichliter-Rice, MBA, LUTCF's Eagle Strategies LLC Experience September 2011 - Present
Job Financial Adviser at Eagle Strategies, LLC
Industry Financial Services
Experience
Eagle Strategies, LLC September 2011 - Present
New York Life Insurance Company and NYLIFE Securities, LLC February 2010 - Present
Edward Jones May 2009 - February 2010
IBM June 2008 - February 2009
IBM January 2008 - June 2008
IBM April 2006 - December 2007
IBM Global Services December 2003 - April 2006
IBM 1995 - 2006
IBM Global Services August 2002 - March 2004
Skills
Retirement Planning, Strategic Financial..., Retirement, Finance, Insurance, Risk Management, Management, Financial Analysis, Leadership, Asset Allocation, Investments, Fixed Annuities, Financial Advisory, Business Continuity..., Strategy, Workshops, Financial Services, Life Insurance, Budgets, Small Business, 401k, Estate Planning, 401k Rollovers, Succession Planning, Wealth Preservation..., Licensed Life & Health..., Time Management, Thought Leadership, Asset Protection, Multi-generational..., Protection..., Gifting Strategies, Annuity Sales, Financial Planning, Key Person Protection, LUTCF, Legacies, Multitasking Skills, SunGard, SQL DB2, QMF, Brio Explorer, Brio Query
Education
The American College 2011 — 2012
LUTCF Designation, Life Underwriter Training Council Fellow
The National Insitute for Domestic Partner Estate Planning 2011 — 2011
16 hours of training - Certificate, Domestic Partner Estate Planning
Meredith College 2004 — 2007
MBA, Business
The University of Texas at Austin - Red McCombs School of Business 1992 — 1995
BBA, Accounting
Eagle Strategies, LLC September 2011 - Present
New York Life Insurance Company and NYLIFE Securities, LLC February 2010 - Present
Edward Jones May 2009 - February 2010
IBM June 2008 - February 2009
IBM January 2008 - June 2008
IBM April 2006 - December 2007
IBM Global Services December 2003 - April 2006
IBM 1995 - 2006
IBM Global Services August 2002 - March 2004
Skills
Retirement Planning, Strategic Financial..., Retirement, Finance, Insurance, Risk Management, Management, Financial Analysis, Leadership, Asset Allocation, Investments, Fixed Annuities, Financial Advisory, Business Continuity..., Strategy, Workshops, Financial Services, Life Insurance, Budgets, Small Business, 401k, Estate Planning, 401k Rollovers, Succession Planning, Wealth Preservation..., Licensed Life & Health..., Time Management, Thought Leadership, Asset Protection, Multi-generational..., Protection..., Gifting Strategies, Annuity Sales, Financial Planning, Key Person Protection, LUTCF, Legacies, Multitasking Skills, SunGard, SQL DB2, QMF, Brio Explorer, Brio Query
Education
The American College 2011 — 2012
LUTCF Designation, Life Underwriter Training Council Fellow
The National Insitute for Domestic Partner Estate Planning 2011 — 2011
16 hours of training - Certificate, Domestic Partner Estate Planning
Meredith College 2004 — 2007
MBA, Business
The University of Texas at Austin - Red McCombs School of Business 1992 — 1995
BBA, Accounting
Bruce J. Frank Bruce J. Frank's Eagle Strategies LLC Experience September 2001 - Present
Job Financial Services Professionl at New York Life Insurance Company
Industry Financial Services
Experience
Eagle Strategies, LLC September 2001 - Present
NYLIFE Securities LLC February 1986 - September 2001
New York Life Insurance Company October 1985 - February 1986
KTVK TV January 1984 - October 1985
Skills
Wealth Preservation..., Estate Planning, Retirement Planning, Multi-generational..., Asset Protection, 401k Rollovers, Insurance, Investments, Succession Planning, Small Business, Key Person Protection
Education
The American College 2001 — 2003
Chartered Life Underwriter
The American College 1994 — 2001
Chartered Financial Consultant
Drake University 1972 — 1976
Bachelor's Degree, Broadcast Journalism
Eagle Strategies, LLC September 2001 - Present
NYLIFE Securities LLC February 1986 - September 2001
New York Life Insurance Company October 1985 - February 1986
KTVK TV January 1984 - October 1985
Skills
Wealth Preservation..., Estate Planning, Retirement Planning, Multi-generational..., Asset Protection, 401k Rollovers, Insurance, Investments, Succession Planning, Small Business, Key Person Protection
Education
The American College 2001 — 2003
Chartered Life Underwriter
The American College 1994 — 2001
Chartered Financial Consultant
Drake University 1972 — 1976
Bachelor's Degree, Broadcast Journalism
Stephen M. Reynolds, MSW Stephen M. Reynolds, MSW's Eagle Strategies LLC Experience May 2011 - September 2012
Job Clinical Social Worker
Industry Individual & Family Services
Experience
Serenity New York July 2013 - July 2015
Lower Eastside Service Center September 2014 - May 2015
The Lesbian, Gay, Bisexual and Transgender Community Center January 2014 - August 2014
Helping Hands for the Disabled of NYC July 2013 - December 2013
NYLIFE Securities, LLC October 2009 - June 2013
Eagle Strategies, LLC May 2011 - September 2012
Tower Square Securities, Inc July 2008 - September 2009
Georgeson Securities Corporation November 2001 - November 2007
C Lazy U Guest Ranch 1991 - 1997
Education
Silberman School of Social Work at Hunter College 2014 — 2015
Master’s Degree, Social Work
City University of New York-Hunter College 2002 — 2005
BA, Economics
The Culinary Institute of America 1984 — 1986
AOS, Culinary Arts
Serenity New York July 2013 - July 2015
Lower Eastside Service Center September 2014 - May 2015
The Lesbian, Gay, Bisexual and Transgender Community Center January 2014 - August 2014
Helping Hands for the Disabled of NYC July 2013 - December 2013
NYLIFE Securities, LLC October 2009 - June 2013
Eagle Strategies, LLC May 2011 - September 2012
Tower Square Securities, Inc July 2008 - September 2009
Georgeson Securities Corporation November 2001 - November 2007
C Lazy U Guest Ranch 1991 - 1997
Education
Silberman School of Social Work at Hunter College 2014 — 2015
Master’s Degree, Social Work
City University of New York-Hunter College 2002 — 2005
BA, Economics
The Culinary Institute of America 1984 — 1986
AOS, Culinary Arts
Phuong Thai's Eagle Strategies LLC Experience December 2013 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Financial Services
Experience
Eagle Strategies LLC December 2013 - Present
New York Life Insurance Company June 2013 - Present
Skills
Mutual Funds, IRAs, Fixed Annuities, 401k Rollovers, Retirement Planning, Long-term Care, Life Insurance, College Savings Plans, Variable Annuities, Legacies, Asset Protection, Business Insurance..., Buy-Sell Agreements, Charitable Giving, Grandchild Gifting, Investments, Key Person Insurance, Protection...
Education
California State University-Hayward 2008 — 2010
Bachelor of Science (BS), Business Administration and Management, General
Eagle Strategies LLC December 2013 - Present
New York Life Insurance Company June 2013 - Present
Skills
Mutual Funds, IRAs, Fixed Annuities, 401k Rollovers, Retirement Planning, Long-term Care, Life Insurance, College Savings Plans, Variable Annuities, Legacies, Asset Protection, Business Insurance..., Buy-Sell Agreements, Charitable Giving, Grandchild Gifting, Investments, Key Person Insurance, Protection...
Education
California State University-Hayward 2008 — 2010
Bachelor of Science (BS), Business Administration and Management, General
David Strockis David Strockis's Eagle Strategies LLC Experience August 2013 - November 2013
Job Equity Sales & Trading Intern at Wedbush Securities
Industry Financial Services
Experience
Wedbush Securities September 2013 - January 2014
Eagle Strategies, LLC August 2013 - November 2013
Mar West Real Estate May 2012 - August 2013
Skills
Outlook, Microsoft Excel, Financial Analysis, Real Estate, Location Intelligence, Corporate Real Estate, Disposition, Lease Negotiations, Lease Administration, Real Estate Economics, PowerPoint, Tenant Representation, Microsoft Word, Microsoft Office, Property Management, Brokerage, Social Media, Leadership, Commercial Real Estate, Leases, Real Estate Development, Photoshop, Variance Analysis, Investment Properties, Databases, Yardi, Landlords, Marketing
Education
California State University-Long Beach 2009 — 2014
Bachelor of Science, Finance
Palos Verdes High School 2005 — 2009
Wedbush Securities September 2013 - January 2014
Eagle Strategies, LLC August 2013 - November 2013
Mar West Real Estate May 2012 - August 2013
Skills
Outlook, Microsoft Excel, Financial Analysis, Real Estate, Location Intelligence, Corporate Real Estate, Disposition, Lease Negotiations, Lease Administration, Real Estate Economics, PowerPoint, Tenant Representation, Microsoft Word, Microsoft Office, Property Management, Brokerage, Social Media, Leadership, Commercial Real Estate, Leases, Real Estate Development, Photoshop, Variance Analysis, Investment Properties, Databases, Yardi, Landlords, Marketing
Education
California State University-Long Beach 2009 — 2014
Bachelor of Science, Finance
Palos Verdes High School 2005 — 2009
Jay Moriarty's Eagle Strategies LLC Experience April 2011 - Present
Job Financial Adviser at Eagle Strategies, LLC
Industry Financial Services
Experience
Eagle Strategies, LLC April 2011 - Present
NYLIFE Securities LLC February 2004 - Present
Painted Word 2000 - 2004
Loomis, Sayles & Company 1999 - 2000
KPMG US November 1998 - March 1999
Mullen & Company LLP 1995 - 1998
Skills
Estate Planning, Retirement, Management
Education
Boston College 1991 — 1995
Accounting
Malden Catholic High School 1987 — 1991
Eagle Strategies, LLC April 2011 - Present
NYLIFE Securities LLC February 2004 - Present
Painted Word 2000 - 2004
Loomis, Sayles & Company 1999 - 2000
KPMG US November 1998 - March 1999
Mullen & Company LLP 1995 - 1998
Skills
Estate Planning, Retirement, Management
Education
Boston College 1991 — 1995
Accounting
Malden Catholic High School 1987 — 1991
Scott Rassler Scott Rassler's Eagle Strategies LLC Experience August 2012 - Present
Job Family Wealth Counselor and Chief Creative Problem Solver at Rassler Financial Strategies
Industry Financial Services
Experience
Rassler Financial Strategies July 2013 - Present
New York Life Insurance Company October 2009 - Present
NYLIFE Securities LLC October 2009 - Present
Eagle Strategies LLC August 2012 - Present
Mahoney and Associates October 2009 - Present
Family Wealth Counselors, Inc. 1996 - Present
Skills
Estate Planning, Retirement, Insurance, Financial Services, Strategic Planning, Fundraising, Non-profits, Long-term Care, Trusts, Nonprofits, Team Building, High Net Worth..., Leadership, Planned Giving, Life Insurance, Leadership Development, Asset Protection, Business succession..., Buy-sell Agreements, Creative Problem Solving, Gifting Strategies, Legacy Planning, Multi-generational..., Wealth Preservation..., Wealth Transfer..., Chartered Life...
Education
Duke University School of Law 1980 — 1983
JD, Law
Miami University 1975 — 1979
BS, Finance
The American College
Rassler Financial Strategies July 2013 - Present
New York Life Insurance Company October 2009 - Present
NYLIFE Securities LLC October 2009 - Present
Eagle Strategies LLC August 2012 - Present
Mahoney and Associates October 2009 - Present
Family Wealth Counselors, Inc. 1996 - Present
Skills
Estate Planning, Retirement, Insurance, Financial Services, Strategic Planning, Fundraising, Non-profits, Long-term Care, Trusts, Nonprofits, Team Building, High Net Worth..., Leadership, Planned Giving, Life Insurance, Leadership Development, Asset Protection, Business succession..., Buy-sell Agreements, Creative Problem Solving, Gifting Strategies, Legacy Planning, Multi-generational..., Wealth Preservation..., Wealth Transfer..., Chartered Life...
Education
Duke University School of Law 1980 — 1983
JD, Law
Miami University 1975 — 1979
BS, Finance
The American College
Edwin Corbin Edwin Corbin's Eagle Strategies LLC Experience September 2014 - Present
Job Financial Adviser at Eagle Strategies, LLC
Industry Financial Services
Experience
Eagle Strategies, LLC September 2014 - Present
NYLIFE Securities LLC October 2012 - Present
New York Life Insurance Company November 2011 - Present
Resolution Financial, LLC July 2008 - October 2011
Home Option, Inc. January 2007 - June 2008
Irwin Home Equity Corporation 1994 - January 2007
Irwin Financial Corporation July 1990 - 1994
LaSalle Partners, Ltd. 1989 - 1989
Golembe Associates, Inc. 1986 - 1988
Skills
Retirement Planning, Wealth Transfer..., Lifetime Income..., Investments, Estate Planning, Business Succession..., IRA / 401K Rollovers, Creative Problem Solving, Asset Protection, Life Insurance..., Strategic Planning
Education
University of Virginia Darden School of Business 1988 — 1990
MBA, Business Administration
Duke University 1982 — 1986
AB, Economics
Eagle Strategies, LLC September 2014 - Present
NYLIFE Securities LLC October 2012 - Present
New York Life Insurance Company November 2011 - Present
Resolution Financial, LLC July 2008 - October 2011
Home Option, Inc. January 2007 - June 2008
Irwin Home Equity Corporation 1994 - January 2007
Irwin Financial Corporation July 1990 - 1994
LaSalle Partners, Ltd. 1989 - 1989
Golembe Associates, Inc. 1986 - 1988
Skills
Retirement Planning, Wealth Transfer..., Lifetime Income..., Investments, Estate Planning, Business Succession..., IRA / 401K Rollovers, Creative Problem Solving, Asset Protection, Life Insurance..., Strategic Planning
Education
University of Virginia Darden School of Business 1988 — 1990
MBA, Business Administration
Duke University 1982 — 1986
AB, Economics
Sofia Dumansky MBA, MSM, LUTFC, CLTC Sofia Dumansky MBA, MSM, LUTFC, CLTC's Eagle Strategies LLC Experience April 2012 - Present
Job Financial Advisor at TDG Financial LLC
Industry Financial Services
Experience
TDG Financial LLC May 2012 - Present
Eagle Strategies, LLC April 2012 - Present
NYLIFE Securities LLC November 2007 - Present
New York Life July 2007 - Present
Hartford Courant November 2006 - May 2007
Skills
Insurance, Life Insurance, Disability Insurance, Small Business, Health Insurance, Retirement, Employee Benefits, Retirement Planning, Term Life Insurance, Finance, Fixed Annuities, Long-term Care, Securities, Long Term Care Insurance, 401k, Estate Planning, Financial Advisory, Strategic Financial..., Financial Services, Financial Planning
Education
Albertus Magnus College 2005 — 2007
MSM, MBA
UCONN 1998 — 2003
BS, Management
TDG Financial LLC May 2012 - Present
Eagle Strategies, LLC April 2012 - Present
NYLIFE Securities LLC November 2007 - Present
New York Life July 2007 - Present
Hartford Courant November 2006 - May 2007
Skills
Insurance, Life Insurance, Disability Insurance, Small Business, Health Insurance, Retirement, Employee Benefits, Retirement Planning, Term Life Insurance, Finance, Fixed Annuities, Long-term Care, Securities, Long Term Care Insurance, 401k, Estate Planning, Financial Advisory, Strategic Financial..., Financial Services, Financial Planning
Education
Albertus Magnus College 2005 — 2007
MSM, MBA
UCONN 1998 — 2003
BS, Management
James Dy, CFP®, CIMA®, AIF®, AAMS®, AWMA® James Dy, CFP®, CIMA®, AIF®, AAMS®, AWMA®'s Eagle Strategies LLC Experience April 1997 - October 2001
Job CERTIFIED FINANCIAL PLANNER™ & Partner at Main Street Wealth Management, LLC
Industry Financial Services
Experience
Main Street Wealth Management, LLC September 2008 - Present
Sagemark Consulting October 2001 - September 2008
Eagle Strategies, LLC April 1997 - October 2001
Skills
Financial Planning, Estate Planning, Retirement Planning, Succession Planning, Wealth Management, Insurance, Series 7, Certified Financial..., Certified Investment..., Accredited Investment..., Accredited Asset..., Accredited Wealth..., Investment Advisory, Asset Management, Risk Management, Multi-generational..., Holistic Financial..., Registered Investment..., Wealth Management..., Investments, Securities, Strategic Financial..., Investment Management, Fiduciary
Education
New Jersey Institute of Technology - School of Management 1991 — 1996
Bachelor of Science, Management
Main Street Wealth Management, LLC September 2008 - Present
Sagemark Consulting October 2001 - September 2008
Eagle Strategies, LLC April 1997 - October 2001
Skills
Financial Planning, Estate Planning, Retirement Planning, Succession Planning, Wealth Management, Insurance, Series 7, Certified Financial..., Certified Investment..., Accredited Investment..., Accredited Asset..., Accredited Wealth..., Investment Advisory, Asset Management, Risk Management, Multi-generational..., Holistic Financial..., Registered Investment..., Wealth Management..., Investments, Securities, Strategic Financial..., Investment Management, Fiduciary
Education
New Jersey Institute of Technology - School of Management 1991 — 1996
Bachelor of Science, Management
Tony Garibaldi, CFP® Partner, New York Life's Eagle Strategies LLC Experience January 2011 - August 2014
Job Hiring and Developing Entrepreneurial People Who Are Interested in a Career in Financial Services
Industry Financial Services
Experience
New York Life Ins Co, Eagle Strategies LLC August 2014 - Present
Eagle Strategies LLC January 2011 - August 2014
NYLIFE Securities LLC June 2010 - August 2014
New York Life Insurance Company January 2010 - August 2014
Sunshine Center Pharmacy January 1997 - December 2008
Education
The American College 2011 — 2012
LUTCF, LUTCF Program
San Francisco State University 2008 — 2009
Executive Certificate in Financial Planning, Financial Planning
San Francisco State University 2002 — 2005
B.S., Physiology
College of San Mateo 1999 — 2003
A.A., A.S., Liberal Studies, Life Sciences
Mills High School
New York Life Ins Co, Eagle Strategies LLC August 2014 - Present
Eagle Strategies LLC January 2011 - August 2014
NYLIFE Securities LLC June 2010 - August 2014
New York Life Insurance Company January 2010 - August 2014
Sunshine Center Pharmacy January 1997 - December 2008
Education
The American College 2011 — 2012
LUTCF, LUTCF Program
San Francisco State University 2008 — 2009
Executive Certificate in Financial Planning, Financial Planning
San Francisco State University 2002 — 2005
B.S., Physiology
College of San Mateo 1999 — 2003
A.A., A.S., Liberal Studies, Life Sciences
Mills High School
Laurie Adams's Eagle Strategies LLC Experience 2008 - Present
Job Financial Planning and Estate Planning
Industry Financial Services
Experience
Eagle Strategies, LLC 2008 - Present
Greater Seattle Area 2006 - Present
New York and Tokyo 1981 - 2006
Sheraton Hotels & Resorts 2002 - 2005
Royal Collection Trust 1993 - 2001
Estee Lauder Group of Companies 1989 - 1992
Onward Kashiyama USA 1981 - 1989
Skills
Estate Planning, Retirement Planning, Investments, Small Business, Retirement, Insurance, Management, Fixed Annuities, Strategy, 401k Rollovers, Thought Leadership, IRAs, Key Person Protection, Asset Protection, Legacies, Multi-generational..., Gifting Strategies, Strategic Planning, Team Building, Financial Planning, Fundraising, Public Speaking
Education
The American College 2010 — 2016
University of Washington 1976 — 1980
BA
梅花女子大学 1975 — 1976
Japan
Mercer Island High School 1972 — 1975
Eagle Strategies, LLC 2008 - Present
Greater Seattle Area 2006 - Present
New York and Tokyo 1981 - 2006
Sheraton Hotels & Resorts 2002 - 2005
Royal Collection Trust 1993 - 2001
Estee Lauder Group of Companies 1989 - 1992
Onward Kashiyama USA 1981 - 1989
Skills
Estate Planning, Retirement Planning, Investments, Small Business, Retirement, Insurance, Management, Fixed Annuities, Strategy, 401k Rollovers, Thought Leadership, IRAs, Key Person Protection, Asset Protection, Legacies, Multi-generational..., Gifting Strategies, Strategic Planning, Team Building, Financial Planning, Fundraising, Public Speaking
Education
The American College 2010 — 2016
University of Washington 1976 — 1980
BA
梅花女子大学 1975 — 1976
Japan
Mercer Island High School 1972 — 1975
Freda Zimmerman Freda Zimmerman's Eagle Strategies LLC Experience 2001 - Present
Job Agent at New York Life Insurance Company
Industry Financial Services
Experience
Eagle Strategies LLC 2001 - Present
NYLIFE Securities LLC 1983 - Present
New York Life Insurance Company September 1980 - Present
Education
Central Washington University 1979 — 1990
Bachelor of Science, Business Administration
Eagle Strategies LLC 2001 - Present
NYLIFE Securities LLC 1983 - Present
New York Life Insurance Company September 1980 - Present
Education
Central Washington University 1979 — 1990
Bachelor of Science, Business Administration
Hiram Hernandez, LUTCF's Eagle Strategies LLC Experience January 2014 - June 2015
Job Financial Advisor, Investment Advisor Representative at Cypress Financial Group an office of Metlife
Industry Financial Services
Experience
Cypress Financial Group an office of Metlife June 2015 - Present
Eagle Strategies, LLC January 2014 - June 2015
Cosio Financial Services / New York Life August 2010 - June 2015
Brightstar August 2009 - December 2010
CTW Financial Group 2007 - December 2010
Aureus LLC February 2004 - June 2009
Skills
Investments, Insurance, Fixed Annuities, Retirement, Leadership, Mutual Funds, Employee Benefits, Project Planning, Marketing, Small Business, Retirement Planning, 401k, IRAs, Buy-sell Agreements, Operations Management, Analysis
Education
American College 2012 — 2013
LUTCF
University of Florida - Warrington College of Business Administration 2009 — 2010
MBA, Business
Florida International University - College of Business 2000 — 2003
Bachelors, Finance
Coral Park Senior High
Cypress Financial Group an office of Metlife June 2015 - Present
Eagle Strategies, LLC January 2014 - June 2015
Cosio Financial Services / New York Life August 2010 - June 2015
Brightstar August 2009 - December 2010
CTW Financial Group 2007 - December 2010
Aureus LLC February 2004 - June 2009
Skills
Investments, Insurance, Fixed Annuities, Retirement, Leadership, Mutual Funds, Employee Benefits, Project Planning, Marketing, Small Business, Retirement Planning, 401k, IRAs, Buy-sell Agreements, Operations Management, Analysis
Education
American College 2012 — 2013
LUTCF
University of Florida - Warrington College of Business Administration 2009 — 2010
MBA, Business
Florida International University - College of Business 2000 — 2003
Bachelors, Finance
Coral Park Senior High
Peter Yaffe, MBA Peter Yaffe, MBA's Eagle Strategies LLC Experience 2006 - October 2014
Job Financial Adviser offering Financial Services & Insurance for individuals, families, businesses & professionals..
Industry Financial Services
Experience
Santander Investment Services November 2014 - Present
Newton Public Schools 2009 - Present
Crimson Consulting Collaborative 2009 - Present
Ritchie Financial LLC 2013 - October 2014
NYLIFE Securities, LLC 2006 - October 2014
New York Life Insurance Company 2006 - October 2014
Eagle Strategies, LLC 2006 - October 2014
Metro Identification Systems, Inc. 1987 - 2005
Skills
Retirement Planning, Estate Planning, Retirement, Insurance, Investments, Life Insurance, Finance, Wealth Management, Retirement Income..., 401(k) rollovers, Social Security Income..., Financial Services, Small Business, Legacies, Multi-Generational..., Asset Protection, Succession Planning, Family Security, Multi-Generational..., Protection Planning /..., Gifting Strategies, Wealth Preservation..., Key Person Protection
Education
Boston University - Graduate School of Management
Master of Business Administration (M.B.A.), Finance and Management
Tufts University
Bachelor of Science (B.S.), School of Engineering - Civil Engineering
Tufts University
Bachelor of Arts (A.B.), School of Arts and Sciences - Fine Arts
The Rivers School
The American College
The Corporation for Long Term Care
Santander Investment Services November 2014 - Present
Newton Public Schools 2009 - Present
Crimson Consulting Collaborative 2009 - Present
Ritchie Financial LLC 2013 - October 2014
NYLIFE Securities, LLC 2006 - October 2014
New York Life Insurance Company 2006 - October 2014
Eagle Strategies, LLC 2006 - October 2014
Metro Identification Systems, Inc. 1987 - 2005
Skills
Retirement Planning, Estate Planning, Retirement, Insurance, Investments, Life Insurance, Finance, Wealth Management, Retirement Income..., 401(k) rollovers, Social Security Income..., Financial Services, Small Business, Legacies, Multi-Generational..., Asset Protection, Succession Planning, Family Security, Multi-Generational..., Protection Planning /..., Gifting Strategies, Wealth Preservation..., Key Person Protection
Education
Boston University - Graduate School of Management
Master of Business Administration (M.B.A.), Finance and Management
Tufts University
Bachelor of Science (B.S.), School of Engineering - Civil Engineering
Tufts University
Bachelor of Arts (A.B.), School of Arts and Sciences - Fine Arts
The Rivers School
The American College
The Corporation for Long Term Care
Sam Froehlich Sam Froehlich's Eagle Strategies LLC Experience October 2013 - Present
Job Financial Adviser at Avenue Wealth, LLC
Industry Financial Services
Experience
Avenue Wealth, LLC July 2014 - Present
Eagle Strategies, LLC October 2013 - Present
New York Life Insurance Company July 2011 - Present
Education
East Carolina University
Bachelor of Science in Business Administration, Financial Services
Avenue Wealth, LLC July 2014 - Present
Eagle Strategies, LLC October 2013 - Present
New York Life Insurance Company July 2011 - Present
Education
East Carolina University
Bachelor of Science in Business Administration, Financial Services
Nicole E. Peterkin Nicole E. Peterkin's Eagle Strategies LLC Experience May 2014 - January 2015
Job Financial Advisor at Peterkin Financial, LLC
Industry Financial Services
Experience
Peterkin Financial, LLC June 2014 - Present
Eagle Strategies, LLC May 2014 - January 2015
NYLIFE Securities LLC March 2011 - January 2015
New York Life Insurance Company March 2011 - January 2015
State Street August 2010 - May 2011
Brooks Brothers May 2008 - August 2010
Skills
Retirement Planning, Insurance, Estate Planning, Investments, Retirement, 401k Rollovers, Small Business, Annuity Sales, Asset Protection, Licensed Life Insurance..., Multi-generational..., Time Management, Wealth Preservation..., Financial Analysis, Protection..., Thought Leadership, Personal Planning, Gifting Strategies, Key Person Protection, Legacies, Multi-generational..., Succession Planning, Education Funding..., Life Insurance..., Personal Finance, Public Speaking, Supplements to Employee..., Workshop Facilitation, Creative Problem Solving, Grandchild Gifting, Account Management, Risk Management, Building Relationships, Business Exit Strategy, Business Insurance..., Business Succession..., Charitable Giving, Communication, IRA Rollovers, Leadership, Lifetime Income..., Mutual Funds, Life Insurance, IRAs, Fixed Annuities, Wealth Accumulation, Financial Planners, Long-term Care, Financial Planning, Relationship Building
Education
University of Massachusetts Boston 2009 — 2011
BS- Management, MIS and Finance, 3.94
Boston University 2007 — 2009
Psychology, Management
Mansfield High School 2002 — 2006
Peterkin Financial, LLC June 2014 - Present
Eagle Strategies, LLC May 2014 - January 2015
NYLIFE Securities LLC March 2011 - January 2015
New York Life Insurance Company March 2011 - January 2015
State Street August 2010 - May 2011
Brooks Brothers May 2008 - August 2010
Skills
Retirement Planning, Insurance, Estate Planning, Investments, Retirement, 401k Rollovers, Small Business, Annuity Sales, Asset Protection, Licensed Life Insurance..., Multi-generational..., Time Management, Wealth Preservation..., Financial Analysis, Protection..., Thought Leadership, Personal Planning, Gifting Strategies, Key Person Protection, Legacies, Multi-generational..., Succession Planning, Education Funding..., Life Insurance..., Personal Finance, Public Speaking, Supplements to Employee..., Workshop Facilitation, Creative Problem Solving, Grandchild Gifting, Account Management, Risk Management, Building Relationships, Business Exit Strategy, Business Insurance..., Business Succession..., Charitable Giving, Communication, IRA Rollovers, Leadership, Lifetime Income..., Mutual Funds, Life Insurance, IRAs, Fixed Annuities, Wealth Accumulation, Financial Planners, Long-term Care, Financial Planning, Relationship Building
Education
University of Massachusetts Boston 2009 — 2011
BS- Management, MIS and Finance, 3.94
Boston University 2007 — 2009
Psychology, Management
Mansfield High School 2002 — 2006
Leisl Mooer Leisl Mooer's Eagle Strategies LLC Experience August 2015 - Present
Job Financial Adviser at McKenna Financial
Industry Financial Services
Experience
New York Life Insurance Company August 2015 - Present
Eagle Strategies, LLC August 2015 - Present
MCKENNA FINANCIAL September 2013 - August 2015
Star West Satellite August 2005 - July 2013
Skills
Life Insurance, Protection Planning, Wealth Preservation..., Asset Protection, Personal Finance, Investments, Retirement Planning, Retirement Income..., 401k Rollovers, Customer Service
Education
Montana State University-Bozeman 2001 — 2005
Bachelor of Science (BS), Business Finance
New York Life Insurance Company August 2015 - Present
Eagle Strategies, LLC August 2015 - Present
MCKENNA FINANCIAL September 2013 - August 2015
Star West Satellite August 2005 - July 2013
Skills
Life Insurance, Protection Planning, Wealth Preservation..., Asset Protection, Personal Finance, Investments, Retirement Planning, Retirement Income..., 401k Rollovers, Customer Service
Education
Montana State University-Bozeman 2001 — 2005
Bachelor of Science (BS), Business Finance
Luke Herrington, MBA's Eagle Strategies LLC Experience July 2010 - Present
Job Partner at H&H Financial Group: Retirement Planning, Lifetime Income Strategies, Business Succession & Tax Strategies
Industry Financial Services
Experience
H&H Financial Group July 2010 - Present
Eagle Strategies, LLC July 2010 - Present
Skills
Succession Planning, Small Business, Key Person Protection, Retirement Planning, Wealth Preservation..., Estate Planning, Multi-generational..., Multi-generational..., Investments, 401k Rollovers, Annuity Sales, Protection..., Asset Protection, Insurance, Gifting Strategies, Legacies, Licensed Life Insurance..., Thought Leadership, Time Management, Key Person Insurance, 401(k) Rollovers, Strategic Planning, Wealth Transfer..., Lifetime Income..., Life Insurance..., IRA Rollovers, Supplements to Employee..., Financial Services, Personal Finance, Business Succession..., Legacy Planning, Risk Management, Charitable Giving
Education
Ithaca College 2007 — 2011
Bachelor of Science (BS), Business Administration and Finance with a Minor in Economics
Ithaca College
MBA, Business Administration
H&H Financial Group July 2010 - Present
Eagle Strategies, LLC July 2010 - Present
Skills
Succession Planning, Small Business, Key Person Protection, Retirement Planning, Wealth Preservation..., Estate Planning, Multi-generational..., Multi-generational..., Investments, 401k Rollovers, Annuity Sales, Protection..., Asset Protection, Insurance, Gifting Strategies, Legacies, Licensed Life Insurance..., Thought Leadership, Time Management, Key Person Insurance, 401(k) Rollovers, Strategic Planning, Wealth Transfer..., Lifetime Income..., Life Insurance..., IRA Rollovers, Supplements to Employee..., Financial Services, Personal Finance, Business Succession..., Legacy Planning, Risk Management, Charitable Giving
Education
Ithaca College 2007 — 2011
Bachelor of Science (BS), Business Administration and Finance with a Minor in Economics
Ithaca College
MBA, Business Administration
David Compas, MA David Compas, MA's Eagle Strategies LLC Experience January 2010 - Present
Job Financial Adviser at Eagle Strategies, LLC & Agent at New York Life Insurance Company
Industry Financial Services
Experience
Eagle Strategies, LLC January 2010 - Present
New York Life Insurance Company January 2010 - Present
Waddell & Reed, Financial Advisors July 2003 - December 2009
College Funding Consultants April 2001 - July 2003
A+ Learning Center June 1998 - March 2001
Metrix May 1997 - June 1998
Computer Associates April 1996 - May 1997
Tandem Computers April 1988 - April 1996
Exxon Office Systems 1980 - 1984
Skills
Retirement Planning, Retirement, Fixed Annuities, IRAs, Estate Planning, Life Insurance, Sales, Finance, Insurance, Long-term Care, Pensions, Disability Insurance, Financial Services, Long Term Care Insurance, 401k Rollovers, 401k, Term Life Insurance, Buy-sell Agreements, Employee Benefits, Universal Life, Mutual Funds, College Savings Plans, Investments, Roth IRA, Strategic Financial..., Wealth Accumulation, Wealth Management
Education
California State University-Northridge 1977 — 1980
MA, Education
Eagle Strategies, LLC January 2010 - Present
New York Life Insurance Company January 2010 - Present
Waddell & Reed, Financial Advisors July 2003 - December 2009
College Funding Consultants April 2001 - July 2003
A+ Learning Center June 1998 - March 2001
Metrix May 1997 - June 1998
Computer Associates April 1996 - May 1997
Tandem Computers April 1988 - April 1996
Exxon Office Systems 1980 - 1984
Skills
Retirement Planning, Retirement, Fixed Annuities, IRAs, Estate Planning, Life Insurance, Sales, Finance, Insurance, Long-term Care, Pensions, Disability Insurance, Financial Services, Long Term Care Insurance, 401k Rollovers, 401k, Term Life Insurance, Buy-sell Agreements, Employee Benefits, Universal Life, Mutual Funds, College Savings Plans, Investments, Roth IRA, Strategic Financial..., Wealth Accumulation, Wealth Management
Education
California State University-Northridge 1977 — 1980
MA, Education
Thomas Matt Davis Thomas Matt Davis's Eagle Strategies LLC Experience June 2014 - Present
Job Financial Adviser at Eagle Strategies, LLC
Industry Financial Services
Experience
Eagle Strategies, LLC June 2014 - Present
NYLIFE Securities LLC April 2013 - Present
New York Life Insurance Company February 2013 - Present
Skills
Retirement, Annuity Sales, 401(k) rollovers, Asset Protection, Key Person Protection, Protection..., Small Business, Business Succession..., Wealth Preservation...
Education
Baylor University 1997 — 2002
Eagle Strategies, LLC June 2014 - Present
NYLIFE Securities LLC April 2013 - Present
New York Life Insurance Company February 2013 - Present
Skills
Retirement, Annuity Sales, 401(k) rollovers, Asset Protection, Key Person Protection, Protection..., Small Business, Business Succession..., Wealth Preservation...
Education
Baylor University 1997 — 2002
David Boynton David Boynton's Eagle Strategies LLC Experience April 1992 - Present
Job Financial Adviser at Eagle Strategies, LLC
Industry Financial Services
Experience
Eagle Strategies, LLC April 1992 - Present
New York Life April 1992 - Present
Skills
Life Insurance, Investments, 401k Rollovers, IRA Rollovers, Licensed in Long-Term..., Estate Planning, Wealth Preservation...
Education
University of Notre Dame
Bachelor of Arts (BA), Economics
Rutgers, The State University of New Jersey - Rutgers Business School
Master of Business Administration (MBA)
Eagle Strategies, LLC April 1992 - Present
New York Life April 1992 - Present
Skills
Life Insurance, Investments, 401k Rollovers, IRA Rollovers, Licensed in Long-Term..., Estate Planning, Wealth Preservation...
Education
University of Notre Dame
Bachelor of Arts (BA), Economics
Rutgers, The State University of New Jersey - Rutgers Business School
Master of Business Administration (MBA)
Jonathan Serafin's Eagle Strategies LLC Experience October 2011 - Present
Job Financial Adviser at Eagle Strategies, LLC (New York Life)
Industry Financial Services
Experience
Eagle Strategies, LLC October 2011 - Present
New York Life Insurance Company June 2013 - August 2014
New York Life May 2008 - June 2013
Skills
Leadership, Financial Recruiting, Training, Communication, Time Management, Hands on Leader, Multi-tasking Skills, Financial Planning, 401k, Employee Benefits, Insurance, Life Insurance, Retirement, Strategic Financial..., Fixed Annuities, Finance, Financial Services, Investments, Retirement Planning, Securities
Education
Radford University 2003 — 2008
Paul VI High School 1999 — 2003
American College
LUTCF
Eagle Strategies, LLC October 2011 - Present
New York Life Insurance Company June 2013 - August 2014
New York Life May 2008 - June 2013
Skills
Leadership, Financial Recruiting, Training, Communication, Time Management, Hands on Leader, Multi-tasking Skills, Financial Planning, 401k, Employee Benefits, Insurance, Life Insurance, Retirement, Strategic Financial..., Fixed Annuities, Finance, Financial Services, Investments, Retirement Planning, Securities
Education
Radford University 2003 — 2008
Paul VI High School 1999 — 2003
American College
LUTCF
Thomas Fields's Eagle Strategies LLC Experience July 2012 - Present
Job Insight Wealth Strategies
Industry Financial Services
Experience
Insight Wealth Strategies August 2012 - Present
Eagle Strategies, LLC July 2012 - Present
NYLIFE Securities LLC July 2008 - Present
New York Life Insurance Company April 2008 - Present
Skills
Estate Planning, Legacies, Multi-generational..., Wealth Preservation..., Protection..., Key Person Protection, Multi-generational..., 401k Rollovers
Education
Franklin University
Financial Planning and Services
Northwest State Community College
Business Administration and Management, General
Insight Wealth Strategies August 2012 - Present
Eagle Strategies, LLC July 2012 - Present
NYLIFE Securities LLC July 2008 - Present
New York Life Insurance Company April 2008 - Present
Skills
Estate Planning, Legacies, Multi-generational..., Wealth Preservation..., Protection..., Key Person Protection, Multi-generational..., 401k Rollovers
Education
Franklin University
Financial Planning and Services
Northwest State Community College
Business Administration and Management, General
Julianne (Hertel) Dahrooge's Eagle Strategies LLC Experience September 2007 - Present
Job Co Founder at Chan & Dahrooge Financial Group, LLC
Industry Financial Services
Experience
Chan & Dahrooge Financial Group, LLC March 2015 - Present
Eagle Strategies, LLC September 2007 - Present
New York Life February 2007 - Present
Assumption College July 2004 - June 2007
Bryant University 2001 - 2004
Skills
Retirement Planning, Life Insurance, Retirement, Insurance, Disability Insurance, IRAs, Long Term Care Insurance, Fixed Annuities, Securities, Estate Planning, Small Business, Finance, Financial Planners, 401k Rollovers, Investments, FINRA, Mutual Funds, Leadership, 401k, Long-term Care, Health Insurance, Financial Planning
Education
Providence College 1997 — 2001
BA
Chan & Dahrooge Financial Group, LLC March 2015 - Present
Eagle Strategies, LLC September 2007 - Present
New York Life February 2007 - Present
Assumption College July 2004 - June 2007
Bryant University 2001 - 2004
Skills
Retirement Planning, Life Insurance, Retirement, Insurance, Disability Insurance, IRAs, Long Term Care Insurance, Fixed Annuities, Securities, Estate Planning, Small Business, Finance, Financial Planners, 401k Rollovers, Investments, FINRA, Mutual Funds, Leadership, 401k, Long-term Care, Health Insurance, Financial Planning
Education
Providence College 1997 — 2001
BA
Rod Ferguson, CLU®, ChFC®'s Eagle Strategies LLC Experience June 2000 - Present
Job Principal and Founder at Ferguson Financial Group (FFG)
Industry Insurance
Experience
Ferguson Financial Group (FFG) June 2000 - Present
New York Life Insurance Company June 2000 - Present
Eagle Strategies, LLC June 2000 - Present
The Nautilus Group June 2000 - Present
Union Planters Bank May 1997 - May 2000
CIGNA & CMC April 1994 - April 1997
United States Marine Corps January 1981 - April 1985
Skills
Insurance, Retirement, Life Insurance, Term Life Insurance, Small Business, Estate Planning, Sales, 401(k) Rollovers, IRA Rollovers, Gifting Strategies, Building Relationships, Customer Satisfaction, Charitable Giving, Business Succession...
Education
National University 1981 — 1984
BBA, Business/Finance
Duke University 1979 — 1980
Business Mangement/Finance
Lindbergh High School
Ferguson Financial Group (FFG) June 2000 - Present
New York Life Insurance Company June 2000 - Present
Eagle Strategies, LLC June 2000 - Present
The Nautilus Group June 2000 - Present
Union Planters Bank May 1997 - May 2000
CIGNA & CMC April 1994 - April 1997
United States Marine Corps January 1981 - April 1985
Skills
Insurance, Retirement, Life Insurance, Term Life Insurance, Small Business, Estate Planning, Sales, 401(k) Rollovers, IRA Rollovers, Gifting Strategies, Building Relationships, Customer Satisfaction, Charitable Giving, Business Succession...
Education
National University 1981 — 1984
BBA, Business/Finance
Duke University 1979 — 1980
Business Mangement/Finance
Lindbergh High School
Edward F. Cahill, JD*, CFP®, CLU®, ChFC® Edward F. Cahill, JD*, CFP®, CLU®, ChFC®'s Eagle Strategies LLC Experience August 2003 - Present
Job Financial Adviser for Eagle Strategies LLC
Industry Financial Services
Experience
Eagle Strategies LLC August 2003 - Present
New York Life Insurance Company January 2002 - Present
NYLIFE Securities LLC January 2002 - Present
Skills
Estate Planning, Multi-Generational..., Protection..., Wealth Preservation..., Insurance, 401(k) Rollovers, Multi-Generational...
Education
Suffolk University Law School 1982 — 1986
JD
Merrimack College 1975 — 1978
BA, English
Eagle Strategies LLC August 2003 - Present
New York Life Insurance Company January 2002 - Present
NYLIFE Securities LLC January 2002 - Present
Skills
Estate Planning, Multi-Generational..., Protection..., Wealth Preservation..., Insurance, 401(k) Rollovers, Multi-Generational...
Education
Suffolk University Law School 1982 — 1986
JD
Merrimack College 1975 — 1978
BA, English
Jamal B. Brooks, MBA Jamal B. Brooks, MBA's Eagle Strategies LLC Experience 2009 - 2010
Job Sr. Wealth Manager & Sr. Portfolio Manager at J. Brooks & Company, LLC
Industry Financial Services
Experience
J. Brooks & Company, LLC June 2010 - Present
Eagle Strategies, LLC 2009 - 2010
Raymond James Financial Inc. 2008 - 2009
Brooks & Associates, LLC 2002 - 2008
NFL 2000 - 2007
Skills
Wealth Management, Asset Allocation, Investment Advisory, Portfolio Management, Investment Strategies, Investments, Asset Managment, Mutual Funds, Equities, Wealth Management..., Retirement Planning, Wealth, Series 7, Alternative Investments, Strategic Financial..., Motivational Speaking, Public Speaking, Coaching, Personal Financial...
Education
East Carolina University - College of Business 2006 — 2010
Master of Business Administration (MBA), Finance
Hampton University 1995 — 1999
Bachelor of Business Administration (B.B.A.)
J. Brooks & Company, LLC June 2010 - Present
Eagle Strategies, LLC 2009 - 2010
Raymond James Financial Inc. 2008 - 2009
Brooks & Associates, LLC 2002 - 2008
NFL 2000 - 2007
Skills
Wealth Management, Asset Allocation, Investment Advisory, Portfolio Management, Investment Strategies, Investments, Asset Managment, Mutual Funds, Equities, Wealth Management..., Retirement Planning, Wealth, Series 7, Alternative Investments, Strategic Financial..., Motivational Speaking, Public Speaking, Coaching, Personal Financial...
Education
East Carolina University - College of Business 2006 — 2010
Master of Business Administration (MBA), Finance
Hampton University 1995 — 1999
Bachelor of Business Administration (B.B.A.)
Tom Tyler, CFP® Tom Tyler, CFP®'s Eagle Strategies LLC Experience June 2009 - Present
Job Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company June 2009 - Present
Eagle Strategies LLC June 2009 - Present
NYLIFE Securities LLC June 2009 - Present
New York Life Insurance Company June 2009 - Present
MacKay Shields LLC February 2006 - October 2008
Edward Jones 2005 - 2006
UBS Wealth Management December 2003 - November 2004
Bear Stearns Asset Management November 2000 - July 2002
The MainStay Family of Mutual Funds July 1999 - November 2000
The MainStay Family of Mutual Funds January 1998 - July 1999
Skills
Retirement Planning, Mutual Funds, Fixed Annuities, Investments, Securities, Estate Planning, Financial Services, Insurance, Retirement, Long Term Care Insurance, Finance, IRAs, 401k, Financial Markets, Employee Benefits, Life Insurance, 401k Rollovers, Deferred Compensation, Disability Insurance, Executive Benefit..., Annuity, Benefits Consulting, World War II
Education
Fordham University 1982 — 1985
BS, Finance
Chaminade High School 1978 — 1982
New York Life Insurance Company June 2009 - Present
Eagle Strategies LLC June 2009 - Present
NYLIFE Securities LLC June 2009 - Present
New York Life Insurance Company June 2009 - Present
MacKay Shields LLC February 2006 - October 2008
Edward Jones 2005 - 2006
UBS Wealth Management December 2003 - November 2004
Bear Stearns Asset Management November 2000 - July 2002
The MainStay Family of Mutual Funds July 1999 - November 2000
The MainStay Family of Mutual Funds January 1998 - July 1999
Skills
Retirement Planning, Mutual Funds, Fixed Annuities, Investments, Securities, Estate Planning, Financial Services, Insurance, Retirement, Long Term Care Insurance, Finance, IRAs, 401k, Financial Markets, Employee Benefits, Life Insurance, 401k Rollovers, Deferred Compensation, Disability Insurance, Executive Benefit..., Annuity, Benefits Consulting, World War II
Education
Fordham University 1982 — 1985
BS, Finance
Chaminade High School 1978 — 1982
Bristol Bill Mount, LUTCF's Eagle Strategies LLC Experience April 2012 - March 2014
Job Finance Manager at Shearer Chevrolet Buick GMC Cadillac
Industry Financial Services
Experience
Shearer Chevrolet Buick GMC Cadillac August 2015 - Present
Shearer Chevrolet Buick GMC Cadillac May 2015 - Present
Plainsman Insurance and Financial Solutions LLC April 2014 - Present
National Association of Insurance and Financial Advisors (NAIFA) Vermont August 2014 - April 2015
Booth Brokerage LLC July 2014 - March 2015
Eagle Strategies LLC. April 2012 - March 2014
New York Life January 2008 - March 2014
New York Life Insurance Company January 2008 - March 2014
RailAmerica 2002 - 2007
Norfolk Southern July 1992 - October 2001
Skills
401k Rollovers, Annuity Sales, Estate Planning, Gifting Strategies, Key Person Protection, LUTCF, Licensed Life Insurance..., Multi-generational..., Multi-generational..., Multi-tasking Skills, Protection..., Wealth Preservation..., Retirement Planning, Strategic Financial..., Life Insurance, Mutual Funds, Long Term Care Insurance, Investments, Portfolio Management, Disability Insurance, Employee Benefits, Fixed Annuities, Financial Advisory, Financial Planners, Financial Planning, Retirement, Insurance, Financial Services, Leadership, Securities
Education
National Association of Insurance and Financial Advisors Leadership in Life Institute 2012 — 2012
LILI Graduate (Leadership in Life Institute), Leadership Principles
The American College 2009 — 2010
Life Underwriter Training Council Fellow (LUTCF), Insurance and Financial Services
Auburn University 1983 — 1991
Bachelor of Science, Business Administration: Transportation/Physical Distribution
Opelika High School 1979 — 1983
Shearer Chevrolet Buick GMC Cadillac August 2015 - Present
Shearer Chevrolet Buick GMC Cadillac May 2015 - Present
Plainsman Insurance and Financial Solutions LLC April 2014 - Present
National Association of Insurance and Financial Advisors (NAIFA) Vermont August 2014 - April 2015
Booth Brokerage LLC July 2014 - March 2015
Eagle Strategies LLC. April 2012 - March 2014
New York Life January 2008 - March 2014
New York Life Insurance Company January 2008 - March 2014
RailAmerica 2002 - 2007
Norfolk Southern July 1992 - October 2001
Skills
401k Rollovers, Annuity Sales, Estate Planning, Gifting Strategies, Key Person Protection, LUTCF, Licensed Life Insurance..., Multi-generational..., Multi-generational..., Multi-tasking Skills, Protection..., Wealth Preservation..., Retirement Planning, Strategic Financial..., Life Insurance, Mutual Funds, Long Term Care Insurance, Investments, Portfolio Management, Disability Insurance, Employee Benefits, Fixed Annuities, Financial Advisory, Financial Planners, Financial Planning, Retirement, Insurance, Financial Services, Leadership, Securities
Education
National Association of Insurance and Financial Advisors Leadership in Life Institute 2012 — 2012
LILI Graduate (Leadership in Life Institute), Leadership Principles
The American College 2009 — 2010
Life Underwriter Training Council Fellow (LUTCF), Insurance and Financial Services
Auburn University 1983 — 1991
Bachelor of Science, Business Administration: Transportation/Physical Distribution
Opelika High School 1979 — 1983
Jason C. Vanderstreet Jason C. Vanderstreet's Eagle Strategies LLC Experience 2008 - Present
Job Junior Partner at Atlantic Planning Group, an Estate Planning, Business Succession & Wealth Management Advisory Firm
Industry Financial Services
Experience
Atlantic Planning Group, LLC March 2008 - Present
Eagle Strategies LLC 2008 - Present
New England Financial, A MetLife Company February 2003 - March 2008
Skills
Estate Planning, Retirement Planning, Retirement, Insurance, Life Insurance, Succession Planning, Investments, Multi-Generational..., Business Exit Strategy, Business Insurance..., Business Succession..., Asset Protection, Buy-sell Agreements, Charitable Giving, IRA Rollovers, Key Person Insurance, Leadership, Legacy Planning, Life Insurance..., Lifetime Income..., Permanent Life Insurance, Personal Finance, Protection..., Risk Management, Strategic Planning, Supplements to Employee..., Wealth Preservation..., Wealth Transfer..., 401(k) Rollovers
Education
Saint Michael's College 1998 — 2002
Bachelor of Science, Business Administration and Management
Atlantic Planning Group, LLC March 2008 - Present
Eagle Strategies LLC 2008 - Present
New England Financial, A MetLife Company February 2003 - March 2008
Skills
Estate Planning, Retirement Planning, Retirement, Insurance, Life Insurance, Succession Planning, Investments, Multi-Generational..., Business Exit Strategy, Business Insurance..., Business Succession..., Asset Protection, Buy-sell Agreements, Charitable Giving, IRA Rollovers, Key Person Insurance, Leadership, Legacy Planning, Life Insurance..., Lifetime Income..., Permanent Life Insurance, Personal Finance, Protection..., Risk Management, Strategic Planning, Supplements to Employee..., Wealth Preservation..., Wealth Transfer..., 401(k) Rollovers
Education
Saint Michael's College 1998 — 2002
Bachelor of Science, Business Administration and Management
Donald Lippencott's Eagle Strategies LLC Experience January 1994 - Present
Job Founder and CEO of Lippencott Financial Group: Helping Clients Maximize, Protect and Distribute Wealth for Over 30 Years
Industry Financial Services
Experience
Lippencott Financial Group 1997 - Present
The Nautilus Group® January 1997 - Present
Eagle Strategies, LLC January 1994 - Present
Skills
Estate Planning, Life Insurance, Investments, Retirement Planning, Insurance, IRAs, Succession Planning, Financial Services, Securities, Finance, Legacy Planning, Risk Management, Wealth, Strategic Planning, Personal Finance, Business Succession..., Business Exit Strategy, Asset Protection, Retirement, Annuity Sales, Charitable Giving, Supplements to Employee..., Key Person Protection, Buy-sell Agreements, IRA Rollovers, Lifetime Income..., Multi-Generational..., Protection..., Wealth Preservation..., Wealth Transfer..., 401(k) Rollovers, Business Insurance..., Key Person Insurance, Life Insurance..., Permanent Life Insurance, Mutual Funds
Education
The American College
Master of Science degree in Financial Services
Gordon College 1980 — 1983
Lippencott Financial Group 1997 - Present
The Nautilus Group® January 1997 - Present
Eagle Strategies, LLC January 1994 - Present
Skills
Estate Planning, Life Insurance, Investments, Retirement Planning, Insurance, IRAs, Succession Planning, Financial Services, Securities, Finance, Legacy Planning, Risk Management, Wealth, Strategic Planning, Personal Finance, Business Succession..., Business Exit Strategy, Asset Protection, Retirement, Annuity Sales, Charitable Giving, Supplements to Employee..., Key Person Protection, Buy-sell Agreements, IRA Rollovers, Lifetime Income..., Multi-Generational..., Protection..., Wealth Preservation..., Wealth Transfer..., 401(k) Rollovers, Business Insurance..., Key Person Insurance, Life Insurance..., Permanent Life Insurance, Mutual Funds
Education
The American College
Master of Science degree in Financial Services
Gordon College 1980 — 1983
Patrick Nee, CRPS Patrick Nee, CRPS's Eagle Strategies LLC Experience 2004 - Present
Job Financial Adviser at Alpha Pension Group
Industry Financial Services
Experience
Alpha Pension Group July 2006 - Present
Eagle Strategies, LLC 2004 - Present
NYLIFE Securities LLC February 2002 - Present
Skills
401k, Wealth Management, Employee Benefits, Mutual Funds, Investments, Retirement, Defined Contribution, Retirement Planning, Asset Allocation, Pensions, Series 7, Series 63, Fixed Annuities, Pension Funds, Strategic Financial...
Education
Brown University 1997 — 2001
BA, Organizational Behavior and Management
Saint Raphael Academy 1993 — 1997
High School
Alpha Pension Group July 2006 - Present
Eagle Strategies, LLC 2004 - Present
NYLIFE Securities LLC February 2002 - Present
Skills
401k, Wealth Management, Employee Benefits, Mutual Funds, Investments, Retirement, Defined Contribution, Retirement Planning, Asset Allocation, Pensions, Series 7, Series 63, Fixed Annuities, Pension Funds, Strategic Financial...
Education
Brown University 1997 — 2001
BA, Organizational Behavior and Management
Saint Raphael Academy 1993 — 1997
High School
Joseph W. Lucchino Joseph W. Lucchino's Eagle Strategies LLC Experience May 2000 - Present
Job Principal with Lucchino Insurance & Financial Group, specializing in building strong financial strategies
Industry Insurance
Experience
Lucchino Insurance & Financial Group July 2015 - Present
Eagle Strategies, LLC May 2000 - Present
New York Life Insurance Company May 1980 - Present
Skills
Retirement Planning, Retirement, Insurance, Estate Planning, Investments, Life Insurance, Securities, Disability Insurance, Small Business, Term Life Insurance, Fixed Annuities, Finance, Long-term Care, Management
Education
Indiana University of Pennsylvania 1971 — 1975
Bachelor of Arts (B.A.), Education-Mathematics
Lucchino Insurance & Financial Group July 2015 - Present
Eagle Strategies, LLC May 2000 - Present
New York Life Insurance Company May 1980 - Present
Skills
Retirement Planning, Retirement, Insurance, Estate Planning, Investments, Life Insurance, Securities, Disability Insurance, Small Business, Term Life Insurance, Fixed Annuities, Finance, Long-term Care, Management
Education
Indiana University of Pennsylvania 1971 — 1975
Bachelor of Arts (B.A.), Education-Mathematics
Donald R. Boyle's Eagle Strategies LLC Experience December 2009 - Present
Job Senior Development Manager
Industry Financial Services
Experience
New York Life Insurance Company January 2007 - Present
Eagle Strategies LLC December 2009 - Present
New York Life Insurance Company July 2001 - January 2007
Boca Raton Resort and Club October 1991 - March 1998
Skills
Life Insurance, Retirement Planning, Fixed Annuities, Retirement, Long-term Care, Disability Insurance, Estate Planning, IRAs, Permanent Life Insurance, Long Term Care Insurance, Annuities, Finance, Financial Services, Insurance, Mutual Funds, College Savings Plans, Investments, Wealth Management, Term Life Insurance, Securities, Wealth Accumulation, Financial Planning
Education
The American College 2009 — 2009
ChFC, Chartered Financial Consultant
The American College 2008 — 2008
CLU, Chartered Life Underwriter
The American College 2003 — 2003
LUTCF, Life Underwriter Training Council Fellow
Florida Atlantic University
MCSE (Microsoft Certified Systems Engineer), Computer Networking
New York Life Insurance Company January 2007 - Present
Eagle Strategies LLC December 2009 - Present
New York Life Insurance Company July 2001 - January 2007
Boca Raton Resort and Club October 1991 - March 1998
Skills
Life Insurance, Retirement Planning, Fixed Annuities, Retirement, Long-term Care, Disability Insurance, Estate Planning, IRAs, Permanent Life Insurance, Long Term Care Insurance, Annuities, Finance, Financial Services, Insurance, Mutual Funds, College Savings Plans, Investments, Wealth Management, Term Life Insurance, Securities, Wealth Accumulation, Financial Planning
Education
The American College 2009 — 2009
ChFC, Chartered Financial Consultant
The American College 2008 — 2008
CLU, Chartered Life Underwriter
The American College 2003 — 2003
LUTCF, Life Underwriter Training Council Fellow
Florida Atlantic University
MCSE (Microsoft Certified Systems Engineer), Computer Networking
Michael F. Broderick, CFP®, CLU®, ChFC®, CAP® Michael F. Broderick, CFP®, CLU®, ChFC®, CAP®'s Eagle Strategies LLC Experience January 1995 - Present
Job CoFounder of Atlantic Planning Group, Specializing in Business Planning, Executive Benefits and Succession Planning
Industry Financial Services
Experience
Atlantic Planning Group, LLC 1987 - Present
The Nautilus Group® January 1998 - Present
Eagle Strategies, LLC January 1995 - Present
Skills
Retirement Planning, Estate Planning, Insurance, Investments, Life Insurance, Licensed Life Insurance..., Protection..., Multi-generational..., Wealth Preservation..., CLU, Key Person Protection, Wealth Transfer..., Gifting Strategies, Asset Protection, Business Exit Strategy, Business Insurance..., Business Succession..., Buy-sell Agreements, Charitable Giving, IRA Rollovers, Legacy Planning, Life Insurance..., Supplements to Employee..., Key Person Insurance, Lifetime Income..., Permanent Life Insurance, Personal Finance, Risk Management, Strategic Planning, Succession Planning, 401(k) Rollovers, IRAs, Retirement, Financial Advisory, Planning
Education
Providence College 1980 — 1984
BS, Finance
Catholic Memorial 1976 — 1980
Atlantic Planning Group, LLC 1987 - Present
The Nautilus Group® January 1998 - Present
Eagle Strategies, LLC January 1995 - Present
Skills
Retirement Planning, Estate Planning, Insurance, Investments, Life Insurance, Licensed Life Insurance..., Protection..., Multi-generational..., Wealth Preservation..., CLU, Key Person Protection, Wealth Transfer..., Gifting Strategies, Asset Protection, Business Exit Strategy, Business Insurance..., Business Succession..., Buy-sell Agreements, Charitable Giving, IRA Rollovers, Legacy Planning, Life Insurance..., Supplements to Employee..., Key Person Insurance, Lifetime Income..., Permanent Life Insurance, Personal Finance, Risk Management, Strategic Planning, Succession Planning, 401(k) Rollovers, IRAs, Retirement, Financial Advisory, Planning
Education
Providence College 1980 — 1984
BS, Finance
Catholic Memorial 1976 — 1980
Micheline Yacoub Micheline Yacoub's Eagle Strategies LLC Experience June 2011 - November 2014
Job Partner at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company November 2014 - Present
Community Consulting Teams Boston (CCT Boston) January 2014 - Present
Eagle Strategies, LLC June 2011 - November 2014
ABS Consulting June 2006 - December 2010
City Schemes February 2000 - December 2005
International School of Boston 1999 - 1999
French Offset Patners ( FOP) March 1994 - December 1998
Skills
Strategic Financial..., Finance, Financial Services
Education
Northeastern University 1978 — 1980
MBA
Universite Saint Joseph 1974 — 1978
BS
New York Life Insurance Company November 2014 - Present
Community Consulting Teams Boston (CCT Boston) January 2014 - Present
Eagle Strategies, LLC June 2011 - November 2014
ABS Consulting June 2006 - December 2010
City Schemes February 2000 - December 2005
International School of Boston 1999 - 1999
French Offset Patners ( FOP) March 1994 - December 1998
Skills
Strategic Financial..., Finance, Financial Services
Education
Northeastern University 1978 — 1980
MBA
Universite Saint Joseph 1974 — 1978
BS
Timothy J. Ekas's Eagle Strategies LLC Experience 2014 - Present
Job Associate Partner at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company September 2015 - Present
Eagle Strategies, LLC 2014 - Present
New York Life Insurance Company 2014 - Present
Bright Hope International July 2012 - December 2013
Fifth Third Bank February 2011 - April 2012
Nationwide Insurance January 2009 - December 2010
Utz Financial Services May 2003 - December 2008
Education
Villanova University
Master's Certificate, Organizational Leadership
Coined School, Santiago Chile
Intensive Spanish
Clarion University of Pennsylvania 1999 — 2003
B.A., English with Concentration in Writing
New York Life Insurance Company September 2015 - Present
Eagle Strategies, LLC 2014 - Present
New York Life Insurance Company 2014 - Present
Bright Hope International July 2012 - December 2013
Fifth Third Bank February 2011 - April 2012
Nationwide Insurance January 2009 - December 2010
Utz Financial Services May 2003 - December 2008
Education
Villanova University
Master's Certificate, Organizational Leadership
Coined School, Santiago Chile
Intensive Spanish
Clarion University of Pennsylvania 1999 — 2003
B.A., English with Concentration in Writing
Christopher Battersby, CFP®, CLU®, CHFC®, CAP®, MSFS Christopher Battersby, CFP®, CLU®, CHFC®, CAP®, MSFS's Eagle Strategies LLC Experience January 2014 - Present
Job CoFounder of Atlantic Planning Group, Specializing in Retirement Planning, Estate Planning and Asset Management
Industry Financial Services
Experience
Atlantic Planning Group, LLC January 1995 - Present
The Nautilus Group® April 2014 - Present
Eagle Strategies, LLC January 2014 - Present
Skills
Estate Planning, Retirement Planning, Insurance, Investments, Retirement, Asset Protection, Business Exit Strategy, Business Succession..., Buy-sell Agreements, Charitable Giving, IRA Rollovers, Key Person Insurance, Legacy Planning, Life Insurance..., Lifetime Income..., Multi-Generational..., Permanent Life Insurance, Personal Finance, Protection..., Risk Management, Strategic Planning, Succession Planning, Supplements to Employee..., Wealth Preservation..., Wealth Transfer..., 401(k) Rollovers, Business Insurance..., Wealth Management..., Sales
Education
The American College
Master of Science in Financial Services, Business and Estate Planning
Babson College 1985 — 1989
BS Business Administration, Economics, Investments, Finance
Western Reserve Academy 1981 — 1985
Atlantic Planning Group, LLC January 1995 - Present
The Nautilus Group® April 2014 - Present
Eagle Strategies, LLC January 2014 - Present
Skills
Estate Planning, Retirement Planning, Insurance, Investments, Retirement, Asset Protection, Business Exit Strategy, Business Succession..., Buy-sell Agreements, Charitable Giving, IRA Rollovers, Key Person Insurance, Legacy Planning, Life Insurance..., Lifetime Income..., Multi-Generational..., Permanent Life Insurance, Personal Finance, Protection..., Risk Management, Strategic Planning, Succession Planning, Supplements to Employee..., Wealth Preservation..., Wealth Transfer..., 401(k) Rollovers, Business Insurance..., Wealth Management..., Sales
Education
The American College
Master of Science in Financial Services, Business and Estate Planning
Babson College 1985 — 1989
BS Business Administration, Economics, Investments, Finance
Western Reserve Academy 1981 — 1985
Nicholas A. Silva's Eagle Strategies LLC Experience May 2014 - Present
Job Financial Adviser at Eagle Strategies LLC
Industry Financial Services
Experience
Eagle Strategies, LLC May 2014 - Present
NYLIFE Securities LLC 2009 - Present
New York Life Insurance Company 2009 - Present
MetLife Securities, Inc. September 2009 - June 2011
St. John's Preparatory School March 2010 - June 2010
Skills
Estate Planning, Retirement Planning, Life Insurance, Business Planning, Long Term Care Insurance, Mutual Funds, Fixed Annuities, Variable Annuities, Education Funding..., Risk Management, Financial Services, 401k Rollovers
Education
Bentley University 2005 — 2009
Bachelor of Science (B.S.), Economics and Finance, 3.4
St. John's Preparatory School
St. John's Preparatory School
Eagle Strategies, LLC May 2014 - Present
NYLIFE Securities LLC 2009 - Present
New York Life Insurance Company 2009 - Present
MetLife Securities, Inc. September 2009 - June 2011
St. John's Preparatory School March 2010 - June 2010
Skills
Estate Planning, Retirement Planning, Life Insurance, Business Planning, Long Term Care Insurance, Mutual Funds, Fixed Annuities, Variable Annuities, Education Funding..., Risk Management, Financial Services, 401k Rollovers
Education
Bentley University 2005 — 2009
Bachelor of Science (B.S.), Economics and Finance, 3.4
St. John's Preparatory School
St. John's Preparatory School
Barjes R. Angulo, LUTCF's Eagle Strategies LLC Experience January 2012 - Present
Job Providing a Wide Variety of Financial Services for Business Owners, Professionals, Individuals and Families
Industry Financial Services
Experience
Eagle Strategies, LLC January 2012 - Present
Angulo Strategies January 2001 - Present
Citibank January 2006 - March 2006
AXA Advisors 2001 - 2004
Skills
Retirement Planning, Investments, Insurance Planning, Estate Planning, Insurance, Term Life Insurance, Succession Planning, Financial Planners, Financial Services, Strategic Financial..., Long-term Care, Fixed Annuities, Wealth Management, Finance, Disability Insurance, Asset Allocation, Financial Planning, Investment Strategies, Series 7
Education
Pace University 1998 — 2007
Finance, Finance, Business, Investments
Eagle Strategies, LLC January 2012 - Present
Angulo Strategies January 2001 - Present
Citibank January 2006 - March 2006
AXA Advisors 2001 - 2004
Skills
Retirement Planning, Investments, Insurance Planning, Estate Planning, Insurance, Term Life Insurance, Succession Planning, Financial Planners, Financial Services, Strategic Financial..., Long-term Care, Fixed Annuities, Wealth Management, Finance, Disability Insurance, Asset Allocation, Financial Planning, Investment Strategies, Series 7
Education
Pace University 1998 — 2007
Finance, Finance, Business, Investments
Suhail Bawany Suhail Bawany's Eagle Strategies LLC Experience November 2014 - Present
Job Financial Advisor with Eagle Strategies, LLC
Industry Financial Services
Experience
Eagle Strategies, LLC November 2014 - Present
Citi May 2000 - March 2013
Skills
Investments, Life Insurance, Retirement Planning, Fixed Annuities, Variable Annuities, IRAs, 401k, Small Business, Asset Allocation, Long Term Care Insurance, Wealth Transfer..., Wealth Preservation..., Lifetime Income...
Education
Bucknell University
Bachelor's Degree, Economics
Eagle Strategies, LLC November 2014 - Present
Citi May 2000 - March 2013
Skills
Investments, Life Insurance, Retirement Planning, Fixed Annuities, Variable Annuities, IRAs, 401k, Small Business, Asset Allocation, Long Term Care Insurance, Wealth Transfer..., Wealth Preservation..., Lifetime Income...
Education
Bucknell University
Bachelor's Degree, Economics
Ken Moraif, CFP®, MBA's Eagle Strategies LLC Experience 1988 - 2009
Job Barron's Top 100 Independent Financial Advisor (20122015), Wealth Advisor, Financial Planner, Radio Show Host, Author
Industry Financial Services
Experience
Money Matters with Ken Moraif 2009 - Present
Eagle Strategies, LLC 1988 - 2009
Research Institute of America January 1983 - January 1988
Ad Agency In Colorado and Texas January 1980 - January 1983
Skills
Wealth Management, Wealth Preservation..., Retirement Planning, Strategic Financial..., Real Estate Economics, Investments, Marketing, Social Media, Investors, Insurance, Team Building, Retirement, Public Relations, Entrepreneurship, Asset Allocation, Social Networking, Wealth Management..., Public Speaking, Program Management, Business Development, Investment Advisory, Long-term Care, Strategic Planning, Sales Management, Customer Service, Management, Microsoft Office, Mutual Funds, Financial Planners, Finance, Investment Properties, New Business Development, Social Media Marketing, Business Strategy, Risk Management, Product Development, Blogging, Marketing Communications, Contract Negotiation, Event Planning, Marketing Strategy, Business Planning, Sales, Budgets, Real Estate, Team Leadership, Small Business
Education
Southern Methodist University
Master of Business Administration (MBA)
Arizona State University
Bachelor of Science
Money Matters with Ken Moraif 2009 - Present
Eagle Strategies, LLC 1988 - 2009
Research Institute of America January 1983 - January 1988
Ad Agency In Colorado and Texas January 1980 - January 1983
Skills
Wealth Management, Wealth Preservation..., Retirement Planning, Strategic Financial..., Real Estate Economics, Investments, Marketing, Social Media, Investors, Insurance, Team Building, Retirement, Public Relations, Entrepreneurship, Asset Allocation, Social Networking, Wealth Management..., Public Speaking, Program Management, Business Development, Investment Advisory, Long-term Care, Strategic Planning, Sales Management, Customer Service, Management, Microsoft Office, Mutual Funds, Financial Planners, Finance, Investment Properties, New Business Development, Social Media Marketing, Business Strategy, Risk Management, Product Development, Blogging, Marketing Communications, Contract Negotiation, Event Planning, Marketing Strategy, Business Planning, Sales, Budgets, Real Estate, Team Leadership, Small Business
Education
Southern Methodist University
Master of Business Administration (MBA)
Arizona State University
Bachelor of Science
Gina Stormont Gina Stormont's Eagle Strategies LLC Experience April 2007 - Present
Job Holistic Adviser helping professionals, businesses and pre & postretirees build, protect & distribute wealth.
Industry Financial Services
Experience
Stormont Financial Strategies October 2008 - Present
Eagle Strategies LLC April 2007 - Present
New York Life Insurance Company December 2003 - Present
NYLIFE Securities LLC December 2003 - Present
Scholastic, Random House, Disney, Natalis Press and EP Dutton September 1987 - September 2003
Skills
401k Rollovers, Annuity Sales, Estate Planning, Insurance, Gifting Strategies, Key Person Protection, Legacies, Licensed Life Insurance..., Multi-generational..., Multi-generational..., Protection..., Wealth Preservation..., Public Speaking, Thought Leadership, Time Management
Education
The American College 2008 — 2014
ChFC, Finance, General
Baruch College 1983 — 1987
Business, Management, Marketing, and Related Support Services
Stormont Financial Strategies October 2008 - Present
Eagle Strategies LLC April 2007 - Present
New York Life Insurance Company December 2003 - Present
NYLIFE Securities LLC December 2003 - Present
Scholastic, Random House, Disney, Natalis Press and EP Dutton September 1987 - September 2003
Skills
401k Rollovers, Annuity Sales, Estate Planning, Insurance, Gifting Strategies, Key Person Protection, Legacies, Licensed Life Insurance..., Multi-generational..., Multi-generational..., Protection..., Wealth Preservation..., Public Speaking, Thought Leadership, Time Management
Education
The American College 2008 — 2014
ChFC, Finance, General
Baruch College 1983 — 1987
Business, Management, Marketing, and Related Support Services
Andrey Chekalin Andrey Chekalin's Eagle Strategies LLC Experience October 2014 - Present
Job Dedicated Financial Advisor helping highnet worth individuals continue their lifestyle into retirement.
Industry Financial Services
Experience
Eagle Strategies, LLC October 2014 - Present
NYLIFE Securities LLC August 2014 - Present
New York Life Insurance Company November 2011 - Present
BMW Of Fairfax 2009 - October 2011
Skills
Investments, Financial Analysis, Asset Managment, Risk Management, Finance, Hedge Funds, Sales, Negotiation, Trading, Insurance, Analysis, Business Planning, Estate Planning, Asset Management, Retirement Planning, Financial Services, Financial Planning, Portfolio Management, Retirement, Management, Securities, Customer Service, Leadership, Public Speaking, Marketing
Education
Penn State University
Business Administration
Wyoming Seminar 2002 — 2003
Post Graduate
Valley Forge Military Academy & College 2000 — 2002
Eagle Strategies, LLC October 2014 - Present
NYLIFE Securities LLC August 2014 - Present
New York Life Insurance Company November 2011 - Present
BMW Of Fairfax 2009 - October 2011
Skills
Investments, Financial Analysis, Asset Managment, Risk Management, Finance, Hedge Funds, Sales, Negotiation, Trading, Insurance, Analysis, Business Planning, Estate Planning, Asset Management, Retirement Planning, Financial Services, Financial Planning, Portfolio Management, Retirement, Management, Securities, Customer Service, Leadership, Public Speaking, Marketing
Education
Penn State University
Business Administration
Wyoming Seminar 2002 — 2003
Post Graduate
Valley Forge Military Academy & College 2000 — 2002
Antonius Salama Antonius Salama's Eagle Strategies LLC Experience June 2013 - November 2013
Job Associate at Sitara Consulting
Industry Market Research
Experience
Sitara Consulting Group February 2014 - Present
Eagle Strategies, LLC June 2013 - November 2013
Education
California State University-Long Beach 2011 — 2015
Sitara Consulting Group February 2014 - Present
Eagle Strategies, LLC June 2013 - November 2013
Education
California State University-Long Beach 2011 — 2015
Ali Nasser, CFP's Eagle Strategies LLC Experience April 2004 - September 2009
Job Principal at Altruista
Industry Investment Management
Experience
Altruista, LLC June 2009 - Present
Rice University January 2014 - Present
Eagle Strategies LLC April 2004 - September 2009
Skills
Strategic Business..., Holistic Financial..., Investment Management, Estate Planning, Retirement Planning, Certified Financial..., Business Planning, Asset Protection, Thought Leadership
Education
Rice University
University of Houston
Finance, Business
Memorial High School
Altruista, LLC June 2009 - Present
Rice University January 2014 - Present
Eagle Strategies LLC April 2004 - September 2009
Skills
Strategic Business..., Holistic Financial..., Investment Management, Estate Planning, Retirement Planning, Certified Financial..., Business Planning, Asset Protection, Thought Leadership
Education
Rice University
University of Houston
Finance, Business
Memorial High School
Austin Russell Bustamante, LUTCF's Eagle Strategies LLC Experience February 2013 - Present
Job Investment Adviser Representative Eagle Strategies, LLC
Industry Investment Management
Experience
Eagle Strategies, LLC February 2013 - Present
New York Life Insurance Company January 2007 - Present
Skills
Investment Advisory, Portfolio Management, Strategic Financial..., Wealth Management, Investment Strategies, Insurance, Financial Services, Finance, Investments, Retirement, Retirement Planning, Mutual Funds, Financial Planning
Education
The American College 2010 — 2010
LUTCF, Financial Services
Riverside Community College 2000 — 2002
Eagle Strategies, LLC February 2013 - Present
New York Life Insurance Company January 2007 - Present
Skills
Investment Advisory, Portfolio Management, Strategic Financial..., Wealth Management, Investment Strategies, Insurance, Financial Services, Finance, Investments, Retirement, Retirement Planning, Mutual Funds, Financial Planning
Education
The American College 2010 — 2010
LUTCF, Financial Services
Riverside Community College 2000 — 2002
John C. Luong, Ph.D, CFP®'s Eagle Strategies LLC Experience August 2012 - Present
Job Principal at Alpha Family Wealth Preservation and Insurance Solutions
Industry Financial Services
Experience
Eagle Strategies LLC August 2012 - Present
NYLIFE Securities LLC September 2008 - Present
New York Life Insurance Company December 2007 - Present
Vantage International 1995 - 2007
Corning Incorporated 1981 - 1992
Skills
Estate Planning, Investment Advisory, Alternative Investments, Multi-generational..., Wealth Preservation..., Business Succession..., Retirement Planning, Lifetime Income...
Education
Massachusetts Institute of Technology 1977 — 1981
PhD, Chemistry
San Francisco State University
Bachelor of Science (B.S.), Chemistry
Eagle Strategies LLC August 2012 - Present
NYLIFE Securities LLC September 2008 - Present
New York Life Insurance Company December 2007 - Present
Vantage International 1995 - 2007
Corning Incorporated 1981 - 1992
Skills
Estate Planning, Investment Advisory, Alternative Investments, Multi-generational..., Wealth Preservation..., Business Succession..., Retirement Planning, Lifetime Income...
Education
Massachusetts Institute of Technology 1977 — 1981
PhD, Chemistry
San Francisco State University
Bachelor of Science (B.S.), Chemistry
Thomas Villeneuve's Eagle Strategies LLC Experience June 2010 - February 2012
Job Partner I hire, train and develop sales professionals to help them positively impact the lives of others
Industry Financial Services
Experience
New York Life Insurance Company February 2014 - Present
New York Life Insurance Company February 2012 - February 2014
Eagle Strategies LLC June 2010 - February 2012
New York Life Insurance Company May 2007 - February 2012
NYLIFE Securities LLC (Member FINRA/SIPC) A Licensed Insurance May 2007 - February 2012
Waddell & Reed October 2006 - May 2007
Mignone Communications, Inc. February 2006 - September 2006
S. Rosenthal & Co. February 2004 - February 2006
Print Exchange, Inc. 1995 - 2004
Skills
Team Building, Coaching, Sales Rep Training, Training, Communication, Hands-on Training, Recruiting, Thought Leadership, interviewing, Financial Recruiting, College Recruiting, Time Management, Management, Business Planning, Finance, Long Term Care Insurance, Customer Retention, Strategy, Leadership, Disability Insurance, Public Speaking, Social Media, Motivational Speaking, Interviews, Investments, Microsoft Office
Education
The American College of Financial Services 2008 — 2009
LUTCF Life Underwriter Training Council Fellow
Keene State College 1980 — 1983
Kent State University 1979 — 1980
Ohio University 1978 — 1979
Hudson High School 1974 — 1978
New York Life Insurance Company February 2014 - Present
New York Life Insurance Company February 2012 - February 2014
Eagle Strategies LLC June 2010 - February 2012
New York Life Insurance Company May 2007 - February 2012
NYLIFE Securities LLC (Member FINRA/SIPC) A Licensed Insurance May 2007 - February 2012
Waddell & Reed October 2006 - May 2007
Mignone Communications, Inc. February 2006 - September 2006
S. Rosenthal & Co. February 2004 - February 2006
Print Exchange, Inc. 1995 - 2004
Skills
Team Building, Coaching, Sales Rep Training, Training, Communication, Hands-on Training, Recruiting, Thought Leadership, interviewing, Financial Recruiting, College Recruiting, Time Management, Management, Business Planning, Finance, Long Term Care Insurance, Customer Retention, Strategy, Leadership, Disability Insurance, Public Speaking, Social Media, Motivational Speaking, Interviews, Investments, Microsoft Office
Education
The American College of Financial Services 2008 — 2009
LUTCF Life Underwriter Training Council Fellow
Keene State College 1980 — 1983
Kent State University 1979 — 1980
Ohio University 1978 — 1979
Hudson High School 1974 — 1978
Dan Pico, CFP®, CLU, ChFC, CASL's Eagle Strategies LLC Experience July 2007 - December 2012
Job Development Manager at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company March 2015 - Present
New York Life Insurance Company December 2012 - March 2015
Eagle Strategies LLC July 2007 - December 2012
New York Life Insurance Company November 2003 - December 2012
Lepel Corp January 2000 - October 2001
EAM Corp. February 1998 - December 1999
Skills
Annuity Sales, Asset Protection, Gifting Strategies, Insurance, Events Coordination, Legacies, Multi-generational..., Protection..., Retirement Planning, Lead Generation, Leadership, Management, Marketing, Marketing Management, New Business Development, Performance Consulting, Public Speaking, Sales Management, Sales Process, Sales Rep Training, Seminar Marketing, Small Business, Life Insurance, Financial Planning, Investments, Multi-generational...
Education
New York University 2007 — 2008
Certificate in Financial Planning, Financial Planning
Farmingdale State College 1998 — 2000
BS, Manufacturing Engineering Technology
Brookdale Community College 1996 — 1998
AAS, Automotive Engineering Technology
Farmingdale State College 1993 — 1998
AAS, Mechanical Engineering Technology
Urdesa School 1989 — 1992
High School, Physics and Math Major
New York Life Insurance Company March 2015 - Present
New York Life Insurance Company December 2012 - March 2015
Eagle Strategies LLC July 2007 - December 2012
New York Life Insurance Company November 2003 - December 2012
Lepel Corp January 2000 - October 2001
EAM Corp. February 1998 - December 1999
Skills
Annuity Sales, Asset Protection, Gifting Strategies, Insurance, Events Coordination, Legacies, Multi-generational..., Protection..., Retirement Planning, Lead Generation, Leadership, Management, Marketing, Marketing Management, New Business Development, Performance Consulting, Public Speaking, Sales Management, Sales Process, Sales Rep Training, Seminar Marketing, Small Business, Life Insurance, Financial Planning, Investments, Multi-generational...
Education
New York University 2007 — 2008
Certificate in Financial Planning, Financial Planning
Farmingdale State College 1998 — 2000
BS, Manufacturing Engineering Technology
Brookdale Community College 1996 — 1998
AAS, Automotive Engineering Technology
Farmingdale State College 1993 — 1998
AAS, Mechanical Engineering Technology
Urdesa School 1989 — 1992
High School, Physics and Math Major
Phillip Trey Finley Phillip Trey Finley's Eagle Strategies LLC Experience September 2008 - Present
Job Financial Advisor at Lobo Wealth Strategies
Industry Financial Services
Experience
Eagle Strategies, LLC September 2008 - Present
Lobo Wealth Strategies September 2008 - Present
New York Life Insurance Company November 1995 - Present
NYLIFE Securities LLC November 1995 - Present
Skills
Wealth Preservation..., Business Succession..., Investments, Retirement Income..., Licensed in Long Term..., Education Funding..., 401k Rollovers, Personal Finance, Retirement Planning, Public Speaking, Insurance, Leadership, Wealth, Financial Planning
Education
The University of New Mexico - Robert O. Anderson School of Management 1987 — 1992
Bachelor's Degree, Finance and Financial Management Services
New Mexico State University 1986 — 1987
General Studies
Sandia High School 1982 — 1985
High School
Eagle Strategies, LLC September 2008 - Present
Lobo Wealth Strategies September 2008 - Present
New York Life Insurance Company November 1995 - Present
NYLIFE Securities LLC November 1995 - Present
Skills
Wealth Preservation..., Business Succession..., Investments, Retirement Income..., Licensed in Long Term..., Education Funding..., 401k Rollovers, Personal Finance, Retirement Planning, Public Speaking, Insurance, Leadership, Wealth, Financial Planning
Education
The University of New Mexico - Robert O. Anderson School of Management 1987 — 1992
Bachelor's Degree, Finance and Financial Management Services
New Mexico State University 1986 — 1987
General Studies
Sandia High School 1982 — 1985
High School
Michael Whitehill, MBA, CLTC's Eagle Strategies LLC Experience November 2009 - December 2012
Job CEO and Financial Advisor at Main & West Financial
Industry Financial Services
Experience
Main & West Financial July 2012 - Present
Eagle Strategies LLC November 2009 - December 2012
New York Life 2008 - December 2012
Service 800 2007 - 2008
Avaya 2003 - 2006
Aravox Technologies 2001 - 2002
Envoda LLC 1999 - 2001
Virticon Business Communications 1997 - 2000
3Com 1996 - 1997
Synoptics/Bay Networks 1992 - 1996
Skills
Strategic Financial..., Investments, Finance, Estate Planning, Insurance, Business Planning, Business Development, Small Business, Entrepreneurship, Financial Planning, Wealth, Marketing, Leadership, Start-ups, Retirement, Product Management, Entrepreneur, Management
Education
University of Iowa - Henry B. Tippie College of Business 1988 — 1990
MBA, Executive MBA Program
Iowa State University 1971 — 1974
B.S., Engineering Operations
The American College 2009 — 2012
Financial and Estate Planning, Investments, Insurance
Main & West Financial July 2012 - Present
Eagle Strategies LLC November 2009 - December 2012
New York Life 2008 - December 2012
Service 800 2007 - 2008
Avaya 2003 - 2006
Aravox Technologies 2001 - 2002
Envoda LLC 1999 - 2001
Virticon Business Communications 1997 - 2000
3Com 1996 - 1997
Synoptics/Bay Networks 1992 - 1996
Skills
Strategic Financial..., Investments, Finance, Estate Planning, Insurance, Business Planning, Business Development, Small Business, Entrepreneurship, Financial Planning, Wealth, Marketing, Leadership, Start-ups, Retirement, Product Management, Entrepreneur, Management
Education
University of Iowa - Henry B. Tippie College of Business 1988 — 1990
MBA, Executive MBA Program
Iowa State University 1971 — 1974
B.S., Engineering Operations
The American College 2009 — 2012
Financial and Estate Planning, Investments, Insurance
Whitney Emanuel, CRPC®'s Eagle Strategies LLC Experience June 2014 - Present
Job Guiding driven individuals and families in the Twin Cities area to develop a sound financial plan for their future.
Industry Insurance
Experience
Eagle Strategies, LLC June 2014 - Present
NYLife Securities LLC June 2014 - Present
New York Life Insurance Company June 2014 - Present
Ameriprise Financial Services, Inc. February 2011 - May 2014
Mintahoe Catering & Events December 2009 - December 2010
Skills
Investments, Finance, Accounting, Retirement Planning, Insurance, Microsoft Office, Financial Planners, Strategic Financial..., Retirement, Customer Service, Cash Flow, CRM, Spanish, Series 7, Microsoft Excel, Personal Finance, Strategic Planning, Business Succession..., Customer Satisfaction
Education
University of Minnesota-Twin Cities 2009 — 2011
Bachelors of Arts, Linguistics, Economics, Spanish
Hillsdale College 2006 — 2007
Southwest Mpls 2002 — 2006
Roosevelt Grad Coach Program
Roosevelt Grad Coach Program
Eagle Strategies, LLC June 2014 - Present
NYLife Securities LLC June 2014 - Present
New York Life Insurance Company June 2014 - Present
Ameriprise Financial Services, Inc. February 2011 - May 2014
Mintahoe Catering & Events December 2009 - December 2010
Skills
Investments, Finance, Accounting, Retirement Planning, Insurance, Microsoft Office, Financial Planners, Strategic Financial..., Retirement, Customer Service, Cash Flow, CRM, Spanish, Series 7, Microsoft Excel, Personal Finance, Strategic Planning, Business Succession..., Customer Satisfaction
Education
University of Minnesota-Twin Cities 2009 — 2011
Bachelors of Arts, Linguistics, Economics, Spanish
Hillsdale College 2006 — 2007
Southwest Mpls 2002 — 2006
Roosevelt Grad Coach Program
Roosevelt Grad Coach Program
Elizabeth Dipp Metzger Elizabeth Dipp Metzger's Eagle Strategies LLC Experience 2011 - Present
Job President at Crown Wealth Strategies
Industry Financial Services
Experience
Crown Wealth Strategies April 2013 - Present
Oro Investments LLC January 2013 - Present
Eagle Strategies, LLC 2011 - Present
New York Life Insurance Company March 2010 - Present
NYLIFE Securities LLC 2010 - Present
Skills
Estate Planning, Retirement Planning, Fixed Annuities, Insurance, Investments, 401k Rollovers, Small Business, Wealth Preservation..., Life Insurance, Protection..., Key Person Protection, Annuity Sales, Business Planning, Licensed Life Insurance..., Multi-generational..., Gifting Strategies, Legacies, Thought Leadership, Multi-generational..., Time Management, Term Life Insurance, Licensed in Long-Term..., IRA Rollovers, CFP, Board Certified, Certified Financial..., Financial Planning, Securities, Multi-tasking Skills, Retirement, IRAs, Employee Benefits
Education
Pomona College 1994 — 1998
BA International Relations, Bachelor of Arts
Coronado High School
Diploma
The American College
MS, Financial Services, Masters of Science in Financial Services
Crown Wealth Strategies April 2013 - Present
Oro Investments LLC January 2013 - Present
Eagle Strategies, LLC 2011 - Present
New York Life Insurance Company March 2010 - Present
NYLIFE Securities LLC 2010 - Present
Skills
Estate Planning, Retirement Planning, Fixed Annuities, Insurance, Investments, 401k Rollovers, Small Business, Wealth Preservation..., Life Insurance, Protection..., Key Person Protection, Annuity Sales, Business Planning, Licensed Life Insurance..., Multi-generational..., Gifting Strategies, Legacies, Thought Leadership, Multi-generational..., Time Management, Term Life Insurance, Licensed in Long-Term..., IRA Rollovers, CFP, Board Certified, Certified Financial..., Financial Planning, Securities, Multi-tasking Skills, Retirement, IRAs, Employee Benefits
Education
Pomona College 1994 — 1998
BA International Relations, Bachelor of Arts
Coronado High School
Diploma
The American College
MS, Financial Services, Masters of Science in Financial Services
Brian Peter McNamara, CFP® Brian Peter McNamara, CFP®'s Eagle Strategies LLC Experience April 1992 - April 2009
Job Financial Advisor
Industry Financial Services
Experience
MassMutual Financial Group April 2009 - Present
Eagle Strategies LLC April 1992 - April 2009
New York Life Insurance Company 1992 - 2009
Skills
Retirement, Securities, Strategic Financial..., Estate Planning, Retirement Planning, Financial Advisory, Insurance, Small Business Lending, Asset Management, Mergers & Acquisitions, Finance, Financial Services, Employee Benefits, IRAs, Wealth Management, Financial Planners, Mutual Funds, Series 7, Life Insurance, 401k
Education
Northeastern University 2014 — 2016
Master's Degree, Taxation
AJI Network 2004 — 2006
University of Phoenix, Fountain Valley 1988 — 1991
BSBA, Business Administration
Embry-Riddle Aeronautical University 1979 — 1981
MassMutual Financial Group April 2009 - Present
Eagle Strategies LLC April 1992 - April 2009
New York Life Insurance Company 1992 - 2009
Skills
Retirement, Securities, Strategic Financial..., Estate Planning, Retirement Planning, Financial Advisory, Insurance, Small Business Lending, Asset Management, Mergers & Acquisitions, Finance, Financial Services, Employee Benefits, IRAs, Wealth Management, Financial Planners, Mutual Funds, Series 7, Life Insurance, 401k
Education
Northeastern University 2014 — 2016
Master's Degree, Taxation
AJI Network 2004 — 2006
University of Phoenix, Fountain Valley 1988 — 1991
BSBA, Business Administration
Embry-Riddle Aeronautical University 1979 — 1981
Michael Pechersky, CFA's Eagle Strategies LLC Experience 2012 - Present
Job Wealth Advisor at Eagle Strategies, LLC
Industry Financial Services
Experience
Eagle Strategies, LLC 2012 - Present
the Observatory 2010 - 2012
Westrock Group Inc. 2009 - 2010
UBP Asset Management LLC 2008 - 2009
MERRILL LYNCH & CO 2006 - 2008
Citigroup 2002 - 2006
Permal Asset Management 2000 - 2002
Morgan Stanley 1998 - 2000
Oppenheimer Capital 1996 - 1997
Northstar 1995 - 1996
Education
CFA Institute 1999 — 2001
CFA
Pace University - Lubin School of Business 1997 — 2000
MBA, Investment Management
City University of New York-Brooklyn College 1992 — 1995
BS, Accounting
Eagle Strategies, LLC 2012 - Present
the Observatory 2010 - 2012
Westrock Group Inc. 2009 - 2010
UBP Asset Management LLC 2008 - 2009
MERRILL LYNCH & CO 2006 - 2008
Citigroup 2002 - 2006
Permal Asset Management 2000 - 2002
Morgan Stanley 1998 - 2000
Oppenheimer Capital 1996 - 1997
Northstar 1995 - 1996
Education
CFA Institute 1999 — 2001
CFA
Pace University - Lubin School of Business 1997 — 2000
MBA, Investment Management
City University of New York-Brooklyn College 1992 — 1995
BS, Accounting
Natalie Stillman's Eagle Strategies LLC Experience March 2008 - Present
Job Experienced Financial Planning Professional
Industry Financial Services
Experience
Eagle Strategies, LLC March 2008 - Present
Skills
Retirement Planning, Public Speaking, Financial Planning, Long-term Care, Goal Analysis, Small Business, Risk Management, Team Building, Leadership, Strategic Financial..., Sales, Disability Insurance, Customer Service, Insurance, IRAs, Marketing Strategy, Estate Planning, Wealth Accumulation, Financial Planners, Fixed Annuities
Education
Boston University
Finance
Eagle Strategies, LLC March 2008 - Present
Skills
Retirement Planning, Public Speaking, Financial Planning, Long-term Care, Goal Analysis, Small Business, Risk Management, Team Building, Leadership, Strategic Financial..., Sales, Disability Insurance, Customer Service, Insurance, IRAs, Marketing Strategy, Estate Planning, Wealth Accumulation, Financial Planners, Fixed Annuities
Education
Boston University
Finance
Cindy Wilcox Cindy Wilcox's Eagle Strategies LLC Experience January 1990 - January 2006
Job Small Business Consultant
Industry Accounting
Experience
Flemming Tax Service July 2014 - Present
Cindy Wilcox LLC October 2013 - Present
BWK Drive-Ins LLC January 2002 - September 2013
Eagle Strategies LLC January 1990 - January 2006
Skills
Microsoft Office, Microsoft Excel, Microsoft Word
Education
Bob Jones University
Fort Hays State Univerisity
Business/Accounting
Flemming Tax Service July 2014 - Present
Cindy Wilcox LLC October 2013 - Present
BWK Drive-Ins LLC January 2002 - September 2013
Eagle Strategies LLC January 1990 - January 2006
Skills
Microsoft Office, Microsoft Excel, Microsoft Word
Education
Bob Jones University
Fort Hays State Univerisity
Business/Accounting
Timothy Leahy Timothy Leahy's Eagle Strategies LLC Experience November 2005 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Financial Services
Experience
Eagle Strategies, LLC November 2005 - Present
New York Life Insurance Company June 1999 - Present
NYLIFE Securities LLC June 1999 - Present
United States Coast Guard May 1979 - June 1999
Skills
Life Insurance, 401(k) Rollovers, IRA Rollovers, Asset Protection, Key Person Insurance, Licensed in Long Term..., Legacy Planning, Lifetime Income..., Buy-sell Agreements, Estate Planning, Business Succession..., Gifting Strategies
Education
Rensselaer Polytechnic Institute 1983 — 1984
MS, Operations Research and Statistics
US Coast Guard Academy 1975 — 1979
B. S., Civil Engineering
Eagle Strategies, LLC November 2005 - Present
New York Life Insurance Company June 1999 - Present
NYLIFE Securities LLC June 1999 - Present
United States Coast Guard May 1979 - June 1999
Skills
Life Insurance, 401(k) Rollovers, IRA Rollovers, Asset Protection, Key Person Insurance, Licensed in Long Term..., Legacy Planning, Lifetime Income..., Buy-sell Agreements, Estate Planning, Business Succession..., Gifting Strategies
Education
Rensselaer Polytechnic Institute 1983 — 1984
MS, Operations Research and Statistics
US Coast Guard Academy 1975 — 1979
B. S., Civil Engineering
Carlos A. Cortez's Eagle Strategies LLC Experience September 2012 - July 2013
Job Internal Life Product Consultant at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company August 2013 - Present
Eagle Strategies LLC September 2012 - July 2013
New York Life Insurance Company June 2010 - July 2013
NYLIFE Securities LLC June 2010 - July 2013
Citibank November 2006 - June 2010
Citibank May 2003 - October 2006
Citigroup June 2001 - May 2003
Skills
401k Rollovers, Annuity Sales, Estate Planning, Insurance, Gifting Strategies, Legacies, Licensed Life Insurance..., Multi-generational..., Multi-generational..., Key Person Protection, Protection..., Wealth Preservation..., Asset Protection, Communication, Investments, Retirement Planning, Small Business, Succession Planning, Multi-tasking Skills, Time Management
Education
City University of New York-Baruch College 1995 — 2001
BBA, Finance and Investments
New York Life Insurance Company August 2013 - Present
Eagle Strategies LLC September 2012 - July 2013
New York Life Insurance Company June 2010 - July 2013
NYLIFE Securities LLC June 2010 - July 2013
Citibank November 2006 - June 2010
Citibank May 2003 - October 2006
Citigroup June 2001 - May 2003
Skills
401k Rollovers, Annuity Sales, Estate Planning, Insurance, Gifting Strategies, Legacies, Licensed Life Insurance..., Multi-generational..., Multi-generational..., Key Person Protection, Protection..., Wealth Preservation..., Asset Protection, Communication, Investments, Retirement Planning, Small Business, Succession Planning, Multi-tasking Skills, Time Management
Education
City University of New York-Baruch College 1995 — 2001
BBA, Finance and Investments
Tyler Lernihan Tyler Lernihan's Eagle Strategies LLC Experience May 2011 - August 2011
Job Regional Marketing Specialist at AIG
Industry Financial Services
Experience
AIG January 2013 - Present
Genre Hotels September 2007 - January 2013
Eagle Strategies, LLC May 2011 - August 2011
Ameritech Construction January 2007 - July 2007
Skills
Customer Relations, Financial Analysis, Entrepreneurship, Quantitative Analytics, Accounting, Series 63, Series 6, Business Development, Variable Annuities, Fixed Annuities
Education
University of California, Los Angeles 2012 — 2014
Accounting Certificate Program, Accounting
California State University-Long Beach 2009 — 2011
Bachelor of Science (BS), Finance with Investment Emphasis
Santa Monica College 2007 — 2009
Associate of Arts (AA) Busiess Administration
University of Colorado Boulder 2006 — 2007
Psychology
AIG January 2013 - Present
Genre Hotels September 2007 - January 2013
Eagle Strategies, LLC May 2011 - August 2011
Ameritech Construction January 2007 - July 2007
Skills
Customer Relations, Financial Analysis, Entrepreneurship, Quantitative Analytics, Accounting, Series 63, Series 6, Business Development, Variable Annuities, Fixed Annuities
Education
University of California, Los Angeles 2012 — 2014
Accounting Certificate Program, Accounting
California State University-Long Beach 2009 — 2011
Bachelor of Science (BS), Finance with Investment Emphasis
Santa Monica College 2007 — 2009
Associate of Arts (AA) Busiess Administration
University of Colorado Boulder 2006 — 2007
Psychology
Christopher J. Riebling, CFP®'s Eagle Strategies LLC Experience May 2010 - Present
Job Financial Adviser at Eagle Strategies LLC
Industry Financial Services
Experience
New York Life Insurance Company May 2010 - Present
NYLIFE Securities LLC May 2010 - Present
Eagle Strategies LLC May 2010 - Present
McNeil Consumer Healthcare January 2009 - July 2009
SAP September 2007 - December 2007
Skills
Retirement Planning, Insurance, Investments, Securities, Finance, Annuity Sales, Asset Protection, Estate Planning, 401k Rollovers
Education
Saint Joseph's University - Erivan K. Haub School of Business 2006 — 2010
Bachelor of Science, Finance
West Morris Central 2002 — 2006
New York Life Insurance Company May 2010 - Present
NYLIFE Securities LLC May 2010 - Present
Eagle Strategies LLC May 2010 - Present
McNeil Consumer Healthcare January 2009 - July 2009
SAP September 2007 - December 2007
Skills
Retirement Planning, Insurance, Investments, Securities, Finance, Annuity Sales, Asset Protection, Estate Planning, 401k Rollovers
Education
Saint Joseph's University - Erivan K. Haub School of Business 2006 — 2010
Bachelor of Science, Finance
West Morris Central 2002 — 2006
Duane Borcherding's Eagle Strategies LLC Experience June 2013 - Present
Job Financial Adviser helping individuals and business owners create, build and preserve wealth.
Industry Financial Services
Experience
Eagle Strategies, LLC June 2013 - Present
NYLIFE Securities LLC December 2011 - Present
New York Life Insurance Company December 2011 - Present
Northwestern Mutual October 2001 - December 2011
CelPril Industries March 1985 - October 2001
Education
Iowa State University 1974 — 1978
Bachelor of Science (B.S.)
Eagle Strategies, LLC June 2013 - Present
NYLIFE Securities LLC December 2011 - Present
New York Life Insurance Company December 2011 - Present
Northwestern Mutual October 2001 - December 2011
CelPril Industries March 1985 - October 2001
Education
Iowa State University 1974 — 1978
Bachelor of Science (B.S.)
Lois Isbell CLU®, ChFC®, CFP®'s Eagle Strategies LLC Experience April 1998 - Present
Job Agent at New York Life Insurance Company
Industry Financial Services
Experience
Eagle Strategies, LLC April 1998 - Present
New York Life Insurance Company 1990 - Present
Skills
Finance, Securities, Investments, Retirement Planning, Insurance, Financial Planning, Financial Services, Wealth Management, Mutual Funds, Retirement
Education
Eastern New Mexico University
Texas Tech University
University of the Southwest
Eagle Strategies, LLC April 1998 - Present
New York Life Insurance Company 1990 - Present
Skills
Finance, Securities, Investments, Retirement Planning, Insurance, Financial Planning, Financial Services, Wealth Management, Mutual Funds, Retirement
Education
Eastern New Mexico University
Texas Tech University
University of the Southwest
Amy McGuire Kates, MBA, CLU®, CLTC, CFP®'s Eagle Strategies LLC Experience 2004 - Present
Job Financial Adviser helping individuals and business owners to create, build, and preserve wealth
Industry Financial Services
Experience
Eagle Strategies, LLC 2004 - Present
New York Life Insurance Company April 1988 - Present
NYLIFE Securities LLC April 1988 - Present
Skills
Retirement, 401k Rollovers, Long Term Care Insurance, Legacy Planning, Retirement Planning, Permanent Life Insurance, Financial Services, Estate Planning, Succession Planning, Asset Protection, Risk Management, Wealth Preservation..., Fixed Annuities, Skiing, Gardening, Sailing
Education
Northeastern University - Graduate School of Business Administration 1979 — 1980
MBA, Marketing & Health Care Administration
University of Hartford
B. A., Psychology & Theatre
Eagle Strategies, LLC 2004 - Present
New York Life Insurance Company April 1988 - Present
NYLIFE Securities LLC April 1988 - Present
Skills
Retirement, 401k Rollovers, Long Term Care Insurance, Legacy Planning, Retirement Planning, Permanent Life Insurance, Financial Services, Estate Planning, Succession Planning, Asset Protection, Risk Management, Wealth Preservation..., Fixed Annuities, Skiing, Gardening, Sailing
Education
Northeastern University - Graduate School of Business Administration 1979 — 1980
MBA, Marketing & Health Care Administration
University of Hartford
B. A., Psychology & Theatre
Lauren Isom's Eagle Strategies LLC Experience 2014 - Present
Job CoFounder of GrinerIsom Financial Strategies, Retirement & Legacy Planning for Individuals & Business Owners
Industry Financial Services
Experience
Griner-Isom Financial Strategies June 1979 - Present
Eagle Strategies, LLC 2014 - Present
New York Life Insurance Company June 2002 - Present
Skills
401k Rollovers, Retirement Planning, Licensed Life Insurance..., Small Business, Annuity Sales, Estate Planning, Key Person Insurance, Strategic Planning, Asset Protection, Legacy Planning, Lifetime Income..., Business Insurance..., Personal Finance, Protection Planning, Financial Services, Multi-Generational..., Business Exit Strategy, Charitable Giving, Buy-Sell Agreements, Investments, Succession Planning, Supplements to Employee..., Risk Management, Wealth Preservation..., Wealth Transfer...
Education
Berry College 2002 — 2005
Bachelor of Science, Finance
Berry College - Campbell School of Business 2001 — 2005
Bachelor of Science (B.S.), Finance
Griner-Isom Financial Strategies June 1979 - Present
Eagle Strategies, LLC 2014 - Present
New York Life Insurance Company June 2002 - Present
Skills
401k Rollovers, Retirement Planning, Licensed Life Insurance..., Small Business, Annuity Sales, Estate Planning, Key Person Insurance, Strategic Planning, Asset Protection, Legacy Planning, Lifetime Income..., Business Insurance..., Personal Finance, Protection Planning, Financial Services, Multi-Generational..., Business Exit Strategy, Charitable Giving, Buy-Sell Agreements, Investments, Succession Planning, Supplements to Employee..., Risk Management, Wealth Preservation..., Wealth Transfer...
Education
Berry College 2002 — 2005
Bachelor of Science, Finance
Berry College - Campbell School of Business 2001 — 2005
Bachelor of Science (B.S.), Finance
Terri McDermott ChFC CLU CLTC RICP's Eagle Strategies LLC Experience July 2010 - August 2011
Job Director Wealth Advisory Group at 1847 Financial
Industry Financial Services
Experience
1847 Financial January 2013 - Present
Lighthouse Planning Consultants/Lincoln Financial Advisors March 2012 - January 2013
Eagle Strategies LLC July 2010 - August 2011
Crystal Financial Strategies April 2010 - August 2011
New York Life Insurance Company April 2010 - August 2011
First Financial Group / MassMutual June 2003 - April 2010
Education
Penn State University
Bachelors, Business Administration
1847 Financial January 2013 - Present
Lighthouse Planning Consultants/Lincoln Financial Advisors March 2012 - January 2013
Eagle Strategies LLC July 2010 - August 2011
Crystal Financial Strategies April 2010 - August 2011
New York Life Insurance Company April 2010 - August 2011
First Financial Group / MassMutual June 2003 - April 2010
Education
Penn State University
Bachelors, Business Administration
Gabriela Benarroch, MBA, LUTCF's Eagle Strategies LLC Experience 2010 - Present
Job Financial Adviser at Eagle Strategies LLC
Industry Financial Services
Experience
Eagle Strategies, LLC 2010 - Present
New York Life Insurance Company 2006 - Present
NYLIFE Securities LLC 2006 - Present
JPMorgan Chase & Co. 2001 - 2003
Skills
Personal Financial..., Fixed Annuities, Investment Banking, Retirement Planning, Financial Services, Investments, Financial Modeling, Insurance, Retirement, Mutual Funds, Banking, Analysis, Securities, Finance, Business Strategy, Portfolio Management, Strategic Planning, Financial Analysis
Education
New York University 1999 — 2001
Master of Business Administration (M.B.A.)
Universidad Metropolitana (VE) 1991 — 1996
Bachelor of Science (BS), Bussiness Administration & Finance
Eagle Strategies, LLC 2010 - Present
New York Life Insurance Company 2006 - Present
NYLIFE Securities LLC 2006 - Present
JPMorgan Chase & Co. 2001 - 2003
Skills
Personal Financial..., Fixed Annuities, Investment Banking, Retirement Planning, Financial Services, Investments, Financial Modeling, Insurance, Retirement, Mutual Funds, Banking, Analysis, Securities, Finance, Business Strategy, Portfolio Management, Strategic Planning, Financial Analysis
Education
New York University 1999 — 2001
Master of Business Administration (M.B.A.)
Universidad Metropolitana (VE) 1991 — 1996
Bachelor of Science (BS), Bussiness Administration & Finance
Robert DeMars, CLU, ChFC, LUTCF's Eagle Strategies LLC Experience April 2014 - Present
Job New York Life Agent helping families meet their financial goals since 1995.
Industry Financial Services
Experience
Eagle Strategies LLC April 2014 - Present
NYLIFE Securities LLC December 1995 - Present
New York Life Insurance Company October 1995 - Present
Skills
Estate Planning, 401k Rollovers, Annuity Sales, Asset Protection, CLU, Insurance, Gifting Strategies, Key Person Protection, Legacies, Licensed Life Insurance..., Multi-generational..., Multi-generational..., Protection..., Retirement Planning, Small Business, Succession Planning, Wealth Preservation..., Financial Advisory, Life Insurance, Team Building, Financial Services, Wealth Management, Finance, Employee Benefits
Education
McNeese State University 1978 — 1983
BS, Business Administration
Eagle Strategies LLC April 2014 - Present
NYLIFE Securities LLC December 1995 - Present
New York Life Insurance Company October 1995 - Present
Skills
Estate Planning, 401k Rollovers, Annuity Sales, Asset Protection, CLU, Insurance, Gifting Strategies, Key Person Protection, Legacies, Licensed Life Insurance..., Multi-generational..., Multi-generational..., Protection..., Retirement Planning, Small Business, Succession Planning, Wealth Preservation..., Financial Advisory, Life Insurance, Team Building, Financial Services, Wealth Management, Finance, Employee Benefits
Education
McNeese State University 1978 — 1983
BS, Business Administration
Mark Salamone's Eagle Strategies LLC Experience January 2007 - March 2008
Job Partner, Alpha Pension Group
Industry Financial Services
Experience
Alpha Pension Group April 2008 - Present
Eagle Strategies, LLC January 2007 - March 2008
New York Life April 2003 - December 2006
Marriott Boston Copley 2002 - 2003
Skills
Investments, Retirement Planning, Pensions, Retirement Plan..., Financial Services, Finance, 401k, Retirement, Mutual Funds, Series 63, Series 7, Asset Allocation, Securities, Strategic Financial..., Estate Planning
Education
Bentley University 1998 — 2002
Bachelor of Science (B.S.), Finance, General
Alpha Pension Group April 2008 - Present
Eagle Strategies, LLC January 2007 - March 2008
New York Life April 2003 - December 2006
Marriott Boston Copley 2002 - 2003
Skills
Investments, Retirement Planning, Pensions, Retirement Plan..., Financial Services, Finance, 401k, Retirement, Mutual Funds, Series 63, Series 7, Asset Allocation, Securities, Strategic Financial..., Estate Planning
Education
Bentley University 1998 — 2002
Bachelor of Science (B.S.), Finance, General
Adam Herzing, CFP®'s Eagle Strategies LLC Experience January 2010 - Present
Job Adam Herzing is a CERTIFIED FINANCIAL PLANNER ™ professional
Industry Financial Services
Experience
Eagle Strategies, LLC January 2010 - Present
NYLIFE Securities LLC December 2007 - Present
New York Life Insurance Company November 2007 - Present
National Football League May 2002 - January 2007
Skills
401k Rollovers, Estate Planning, Small Business, Business Succession..., Charitable Giving, Investments, Key Person Insurance, Life Insurance..., Problem Solving, Retirement Planning, IRA Rollovers
Education
California Polytechnic State University-San Luis Obispo 1998 — 2003
Bachelor's Degree, Electrical Engineering
Eagle Strategies, LLC January 2010 - Present
NYLIFE Securities LLC December 2007 - Present
New York Life Insurance Company November 2007 - Present
National Football League May 2002 - January 2007
Skills
401k Rollovers, Estate Planning, Small Business, Business Succession..., Charitable Giving, Investments, Key Person Insurance, Life Insurance..., Problem Solving, Retirement Planning, IRA Rollovers
Education
California Polytechnic State University-San Luis Obispo 1998 — 2003
Bachelor's Degree, Electrical Engineering
Ellen D. Tillman, CLU, ChFC, MBA's Eagle Strategies LLC Experience September 1998 - Present
Job President at Ellen Tillman & Company
Industry Financial Services
Experience
Ellen Tillman & Company September 1998 - Present
Eagle Strategies, LLC September 1998 - Present
New York Life Insurance Company September 1995 - Present
NYLIFE Securities LLC September 1995 - Present
Wilmer Cutler Pickering Hale and Dorr LLP December 1986 - August 1995
NERA Economic Consulting December 1981 - April 1986
Howrey LLP 1978 - 1980
Skills
Retirement Planning, Life Insurance, Asset Protection, Small Business, Succession Planning, Estate Planning, Multi-Generational..., Long Term Care Insurance, CLU, 401(k) rollovers, Time Management, IRAs, Annuity Sales, Licensed Life Insurance..., Key Person Protection, Thought Leadership, Multi-generational..., Insurance, Fixed Annuities, Legacies, Wealth Preservation..., Employee Benefits, Retirement
Education
Cornell University
MS, Consumer Economics
George Mason University
MBA
Jericho High School
HS Diploma
The George Washington University
BA, Sociology
Ellen Tillman & Company September 1998 - Present
Eagle Strategies, LLC September 1998 - Present
New York Life Insurance Company September 1995 - Present
NYLIFE Securities LLC September 1995 - Present
Wilmer Cutler Pickering Hale and Dorr LLP December 1986 - August 1995
NERA Economic Consulting December 1981 - April 1986
Howrey LLP 1978 - 1980
Skills
Retirement Planning, Life Insurance, Asset Protection, Small Business, Succession Planning, Estate Planning, Multi-Generational..., Long Term Care Insurance, CLU, 401(k) rollovers, Time Management, IRAs, Annuity Sales, Licensed Life Insurance..., Key Person Protection, Thought Leadership, Multi-generational..., Insurance, Fixed Annuities, Legacies, Wealth Preservation..., Employee Benefits, Retirement
Education
Cornell University
MS, Consumer Economics
George Mason University
MBA
Jericho High School
HS Diploma
The George Washington University
BA, Sociology
Geoff Luchetta's Eagle Strategies LLC Experience January 2007 - Present
Job Financial Adviser
Industry Financial Services
Experience
Eagle Strategies, LLC January 2007 - Present
Organix Supply 1998 - 2006
Central Garden & Pet 1990 - 1996
Skills
Retirement Planning, Long-term Care, Sales, Life Insurance, Insurance, Fixed Annuities, Retirement, Investments, Finance, Mutual Funds, Customer Service, Leadership, Management, Team Building, Business Development, Series 7, Wealth Management, Series 6, Series 63, Sales Management, Estate Planning, 401k, Marketing, Strategic Planning, Strategic Financial..., Financial Planning
Education
Colorado State University 1983 — 1986
Regis Jesuit High School 1978 — 1982
St. Bernadette's
Eagle Strategies, LLC January 2007 - Present
Organix Supply 1998 - 2006
Central Garden & Pet 1990 - 1996
Skills
Retirement Planning, Long-term Care, Sales, Life Insurance, Insurance, Fixed Annuities, Retirement, Investments, Finance, Mutual Funds, Customer Service, Leadership, Management, Team Building, Business Development, Series 7, Wealth Management, Series 6, Series 63, Sales Management, Estate Planning, 401k, Marketing, Strategic Planning, Strategic Financial..., Financial Planning
Education
Colorado State University 1983 — 1986
Regis Jesuit High School 1978 — 1982
St. Bernadette's
Mark Lenert's Eagle Strategies LLC Experience January 2013 - Present
Job Financial Adviser helping individuals and business owners to create, build, and preserve wealth
Industry Financial Services
Experience
Eagle Strategies, LLC January 2013 - Present
NYLIFE Securities LLC July 2002 - Present
New York Life Insurance Company April 2002 - Present
Skills
Asset Protection, Business Insurance..., Business Succession..., Education Funding..., Estate Planning, Gifting Strategies, Investments, Legacy Planning, Lifetime Income..., Long Term Care Insurance, Multi-generational..., Protecton..., Risk Management, Succession Planning, Wealth Preservation...
Education
Pennsylvania State University 1986 — 1991
Mathematics
Eagle Strategies, LLC January 2013 - Present
NYLIFE Securities LLC July 2002 - Present
New York Life Insurance Company April 2002 - Present
Skills
Asset Protection, Business Insurance..., Business Succession..., Education Funding..., Estate Planning, Gifting Strategies, Investments, Legacy Planning, Lifetime Income..., Long Term Care Insurance, Multi-generational..., Protecton..., Risk Management, Succession Planning, Wealth Preservation...
Education
Pennsylvania State University 1986 — 1991
Mathematics
Albert Paula's Eagle Strategies LLC Experience September 2004 - Present
Job Financial Adviser at Eagle Strategies, LLC
Industry Financial Services
Experience
New York Life Insurance Company October 2004 - Present
NYLIFE Securities September 2004 - Present
Eagle Strategies, LLC September 2004 - Present
Chase Chevrolet February 2001 - September 2004
Skills
Retirement Planning, Insurance, Estate Planning, Financial Planning, Annuities, Investment Advisory, Financial Services, Securities, Financial Planners, Asset Allocation, Life Insurance, Financial Advisory, Fixed Annuities, Term Life Insurance, Investments, 401k, 401k Rollovers, Finance, IRAs, Mutual Funds, Pensions, Retirement, Series 6, Strategic Financial..., Strategic Planning, Wealth, Wealth Accumulation, Wealth Management, Wealth Management...
Education
California State University Stanislaus 2000 — 2004
bs, finance
California State University-Stanislaus
Bachelor's degree, Finance, General
New York Life Insurance Company October 2004 - Present
NYLIFE Securities September 2004 - Present
Eagle Strategies, LLC September 2004 - Present
Chase Chevrolet February 2001 - September 2004
Skills
Retirement Planning, Insurance, Estate Planning, Financial Planning, Annuities, Investment Advisory, Financial Services, Securities, Financial Planners, Asset Allocation, Life Insurance, Financial Advisory, Fixed Annuities, Term Life Insurance, Investments, 401k, 401k Rollovers, Finance, IRAs, Mutual Funds, Pensions, Retirement, Series 6, Strategic Financial..., Strategic Planning, Wealth, Wealth Accumulation, Wealth Management, Wealth Management...
Education
California State University Stanislaus 2000 — 2004
bs, finance
California State University-Stanislaus
Bachelor's degree, Finance, General
Leonard Isaacs, CLTC's Eagle Strategies LLC Experience September 2003 - Present
Job President Isaacs Financial Group Inc.
Industry Financial Services
Experience
Isaacs Financial Group Inc January 2008 - Present
Eagle Strategies LLC September 2003 - Present
New York Life Insurance Company August 2003 - Present
Education
Rider University 1977 — 1981
BA, Marketing, Finance, History
Manalapan High School 1973 — 1977
Isaacs Financial Group Inc January 2008 - Present
Eagle Strategies LLC September 2003 - Present
New York Life Insurance Company August 2003 - Present
Education
Rider University 1977 — 1981
BA, Marketing, Finance, History
Manalapan High School 1973 — 1977
Joseph Hersch's Eagle Strategies LLC Experience
Job AVP, Financial Planning at Eagle Strategies LLC
Industry Financial Services
Experience
Eagle Strategies LLC
Education
Baruch College, City University of New York (CUNY)
Eagle Strategies LLC
Education
Baruch College, City University of New York (CUNY)
Jessica Fernandez's Eagle Strategies LLC Experience April 2013 - December 2014
Job AVP Integrated Marketing at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds January 2015 - Present
Eagle Strategies, LLC April 2013 - December 2014
ICON Investments January 2009 - April 2013
AllianceBernstein January 2004 - January 2009
AllianceBernstein 2004 - 2005
Morgan Stanley January 2003 - January 2004
Skills
Marketing Strategy, Marketing Communications, Business Development, Investments, Marketing Management, Marketing, Management, Financial Services, Mutual Funds, Leadership, Alternative Investments, Project Management, Portfolio Management, Sales, Asset Management, Product Marketing, Series 7, Forecasting, Finance
Education
Monmouth University
Bachelor of Science, Finance
OppenheimerFunds January 2015 - Present
Eagle Strategies, LLC April 2013 - December 2014
ICON Investments January 2009 - April 2013
AllianceBernstein January 2004 - January 2009
AllianceBernstein 2004 - 2005
Morgan Stanley January 2003 - January 2004
Skills
Marketing Strategy, Marketing Communications, Business Development, Investments, Marketing Management, Marketing, Management, Financial Services, Mutual Funds, Leadership, Alternative Investments, Project Management, Portfolio Management, Sales, Asset Management, Product Marketing, Series 7, Forecasting, Finance
Education
Monmouth University
Bachelor of Science, Finance
Peter Kunisch's Eagle Strategies LLC Experience March 2014 - Present
Job Financial Adviser at Eagle Strategies, LLC
Industry Financial Services
Experience
Eagle Strategies, LLC March 2014 - Present
NYLIFE Securities LLC November 2010 - Present
New York Life Insurance Company November 2010 - Present
The UPS Store June 2007 - June 2011
WNCN NBC17 April 2006 - March 2010
Skills
Investments, Estate Planning, 401k Rollovers, Insurance, Business Succession..., Business Insurance..., Public Speaking, Sales
Education
Fordham University 1993 — 1997
BA, Political Science
Eagle Strategies, LLC March 2014 - Present
NYLIFE Securities LLC November 2010 - Present
New York Life Insurance Company November 2010 - Present
The UPS Store June 2007 - June 2011
WNCN NBC17 April 2006 - March 2010
Skills
Investments, Estate Planning, 401k Rollovers, Insurance, Business Succession..., Business Insurance..., Public Speaking, Sales
Education
Fordham University 1993 — 1997
BA, Political Science
Michelle Ksidakis's Eagle Strategies LLC Experience November 1990 - Present
Job Financial Adviser
Industry Financial Services
Experience
NYLIFE Securities LLC November 1991 - Present
Eagle Strategies LLC November 1990 - Present
New York Life Insurance Company November 1990 - Present
Skills
Retirement, Insurance, Retirement Planning, Securities, Finance, 401k Rollovers, Life Insurance, Investments, Disability Insurance, Fixed Annuities, Term Life Insurance, IRAs, Long-term Care, Mutual Funds, Long Term Care Insurance, Wealth, College Savings Plans, Roth IRA, Health Insurance, 401k, Whole Life
Education
California State University-Sacramento 1980 — 1983
BA, Business
NYLIFE Securities LLC November 1991 - Present
Eagle Strategies LLC November 1990 - Present
New York Life Insurance Company November 1990 - Present
Skills
Retirement, Insurance, Retirement Planning, Securities, Finance, 401k Rollovers, Life Insurance, Investments, Disability Insurance, Fixed Annuities, Term Life Insurance, IRAs, Long-term Care, Mutual Funds, Long Term Care Insurance, Wealth, College Savings Plans, Roth IRA, Health Insurance, 401k, Whole Life
Education
California State University-Sacramento 1980 — 1983
BA, Business
Scott Salisbury's Eagle Strategies LLC Experience October 2008 - Present
Job Financial Adviser at Eagle Strategies LLC
Industry Financial Services
Experience
Eagle Strategies, LLC October 2008 - Present
NYLIFE Securites, LLC October 2008 - Present
New York Life Insurance Company October 2008 - Present
Wells Fargo April 1994 - August 2003
Skills
Retirement Planning, Business Planning, Life Insurance, Long Term Care Insurance, Disability Insurance, Securities, Investments, Mutual Funds, Insurance, Financial Analysis, Term Life Insurance, Fixed Annuities, Management
Education
Rowan University 1978 — 1983
BA
Eagle Strategies, LLC October 2008 - Present
NYLIFE Securites, LLC October 2008 - Present
New York Life Insurance Company October 2008 - Present
Wells Fargo April 1994 - August 2003
Skills
Retirement Planning, Business Planning, Life Insurance, Long Term Care Insurance, Disability Insurance, Securities, Investments, Mutual Funds, Insurance, Financial Analysis, Term Life Insurance, Fixed Annuities, Management
Education
Rowan University 1978 — 1983
BA
Linda MacLeod, CRPC, MBA's Eagle Strategies LLC Experience June 2014 - Present
Job Financial Services Professional helping families, retirees, and small business owners achieve financial security
Industry Financial Services
Experience
Eagle Strategies, LLC June 2014 - Present
NYLIFE Securities LLC March 2014 - Present
New York Life Insurance Company March 2014 - Present
UBS Financial Services September 2011 - February 2014
Merrill Lynch June 2008 - September 2011
Mellon Financial 2002 - 2004
Mellon Financial 2000 - 2002
Mellon Financial 1992 - 2000
Skills
401k Rollovers, Annuity Sales, business insurance..., business succession..., buy sell agreements, education funding..., grandchild gifting, Retirement Planning, Supplements to Employee..., Multi-generational..., Investments, Wealth Preservation..., Protection..., Retirement, Finance, Commercial Banking
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business
MBA, Business
Penn State University
BS, Finance
Eagle Strategies, LLC June 2014 - Present
NYLIFE Securities LLC March 2014 - Present
New York Life Insurance Company March 2014 - Present
UBS Financial Services September 2011 - February 2014
Merrill Lynch June 2008 - September 2011
Mellon Financial 2002 - 2004
Mellon Financial 2000 - 2002
Mellon Financial 1992 - 2000
Skills
401k Rollovers, Annuity Sales, business insurance..., business succession..., buy sell agreements, education funding..., grandchild gifting, Retirement Planning, Supplements to Employee..., Multi-generational..., Investments, Wealth Preservation..., Protection..., Retirement, Finance, Commercial Banking
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business
MBA, Business
Penn State University
BS, Finance
Helen Song CLU, CLTC, LUTCF's Eagle Strategies LLC Experience November 2009 - Present
Job Financial Adviser Eagle Strategies LLC
Industry Insurance
Experience
NYLIFE Securities LLC October 1998 - Present
Eagle Strategies, LLC November 2009 - Present
New York Life Insurance Company October 1998 - Present
Skills
Life Insurance, 401k Rollovers, Retirement Planning, Annuity Sales, Education Funding, Investments, Estate Planning, Long-term Care, Financial Advisory, Gifting Strategies, Key Person Protection, Legacies, Protection..., Wealth Preservation..., personal finance, Risk Management, Financial Services, IRAs, Business Planning, Individual Pension Plans, Key Person Insurance, SEP IRA, Simple IRA, Defined Benefit
Education
The American College 2010 — 2012
Chartered Life Underwiter, Finance and Financial Management Services
The American College 1998 — 2000
LUTCF, Life Underwriter Training Council Fellow
Santa Clara University
Finance
Peking University
English Language and Literature
NYLIFE Securities LLC October 1998 - Present
Eagle Strategies, LLC November 2009 - Present
New York Life Insurance Company October 1998 - Present
Skills
Life Insurance, 401k Rollovers, Retirement Planning, Annuity Sales, Education Funding, Investments, Estate Planning, Long-term Care, Financial Advisory, Gifting Strategies, Key Person Protection, Legacies, Protection..., Wealth Preservation..., personal finance, Risk Management, Financial Services, IRAs, Business Planning, Individual Pension Plans, Key Person Insurance, SEP IRA, Simple IRA, Defined Benefit
Education
The American College 2010 — 2012
Chartered Life Underwiter, Finance and Financial Management Services
The American College 1998 — 2000
LUTCF, Life Underwriter Training Council Fellow
Santa Clara University
Finance
Peking University
English Language and Literature
Mark Stratton, LUTCF, CFP®'s Eagle Strategies LLC Experience July 2011 - Present
Job Agent at New York Life Insurance Company
Industry Financial Services
Experience
Eagle Strategies, LLC July 2011 - Present
NYLIFE Securities LLC April 2006 - Present
New York Life Insurance Company October 2002 - Present
Skills
Retirement Planning, IRAs, Strategic Financial..., Employee Benefits, Term Life Insurance, Investments, Business Planning, Risk Management, Retirement Income..., Estate Planning, Financial Planning
Education
Texas Tech University 2002 — 2005
Bachelor of Science, Personal Financial Planning
Dallas Baptist University 2000 — 2002
Bachelor's Degree, Finance
Eagle Strategies, LLC July 2011 - Present
NYLIFE Securities LLC April 2006 - Present
New York Life Insurance Company October 2002 - Present
Skills
Retirement Planning, IRAs, Strategic Financial..., Employee Benefits, Term Life Insurance, Investments, Business Planning, Risk Management, Retirement Income..., Estate Planning, Financial Planning
Education
Texas Tech University 2002 — 2005
Bachelor of Science, Personal Financial Planning
Dallas Baptist University 2000 — 2002
Bachelor's Degree, Finance
Lisha Davis CFP's Eagle Strategies LLC Experience July 2002 - June 2009
Job Senior Manager at Vanguard
Industry Investment Management
Experience
Vanguard (Flagship Services) January 2015 - Present
Vanguard January 2013 - January 2015
Vanguard June 2011 - January 2013
Vanguard January 2011 - June 2011
Vanguard July 2010 - December 2010
Eagle Strategies, LLC July 2002 - June 2009
New York Life Insurance Company May 2006 - November 2007
Hall & Partners October 2001 - June 2002
Diesel November 2000 - May 2002
Skills
General Management, Strategy, Business Planning, Leadership Development, Innovation Management, Experience Design, Competitive Analysis, Marketing Strategy, Business Development, Sales Management, Recruitment/Retention, Investments, Portfolio Management, Financial Services, Training, Marketing, Sales, Process Improvement, Financial Analysis, Strategic Financial..., Financial Planning, Strategic Planning, Financial Modeling
Education
Parsons School of Design 2015 — 2017
Masters of Science, Strategic Design and Management
The Tuck School of Business at Dartmouth 2008 — 2010
MBA, General Management and Strategy
New York University - Leonard N. Stern School of Business 1999 — 2003
BS, Finance, Marketing
Vanguard (Flagship Services) January 2015 - Present
Vanguard January 2013 - January 2015
Vanguard June 2011 - January 2013
Vanguard January 2011 - June 2011
Vanguard July 2010 - December 2010
Eagle Strategies, LLC July 2002 - June 2009
New York Life Insurance Company May 2006 - November 2007
Hall & Partners October 2001 - June 2002
Diesel November 2000 - May 2002
Skills
General Management, Strategy, Business Planning, Leadership Development, Innovation Management, Experience Design, Competitive Analysis, Marketing Strategy, Business Development, Sales Management, Recruitment/Retention, Investments, Portfolio Management, Financial Services, Training, Marketing, Sales, Process Improvement, Financial Analysis, Strategic Financial..., Financial Planning, Strategic Planning, Financial Modeling
Education
Parsons School of Design 2015 — 2017
Masters of Science, Strategic Design and Management
The Tuck School of Business at Dartmouth 2008 — 2010
MBA, General Management and Strategy
New York University - Leonard N. Stern School of Business 1999 — 2003
BS, Finance, Marketing
Curtis Carey's Eagle Strategies LLC Experience 1987 - Present
Job Registered Investment Adviser, Eagle Strategies LLC
Industry Financial Services
Experience
Eagle Strategies LLC 1987 - Present
American Monitor Corporation March 1982 - April 1987
Skills
Investments, Income Tax, Estate Planning, Retirement Planning, Small Business, Insurance, IRAs, Retirement, Strategic Financial..., Fixed Annuities, Financial Planners, Wealth Management, Wealth Accumulation, Financial Advisory, Investment Advisory, Life Insurance, Long-term Care, Roth IRA, Long Term Care Insurance, Disability Insurance, Financial Services, Asset Allocation, Term Life Insurance, Employee Benefits, Whole Life, 401k, Finance, Key Person Insurance, Personal Finance, Health Insurance, 401k Rollovers, Wealth, Business Planning, College Savings Plans, Series 6, Buy-sell Agreements, Wealth Management..., Wealth Preservation..., Investment Strategies, Strategic Planning
Education
Northern Michigan University 1968 — 1972
BS, Medical
Eagle Strategies LLC 1987 - Present
American Monitor Corporation March 1982 - April 1987
Skills
Investments, Income Tax, Estate Planning, Retirement Planning, Small Business, Insurance, IRAs, Retirement, Strategic Financial..., Fixed Annuities, Financial Planners, Wealth Management, Wealth Accumulation, Financial Advisory, Investment Advisory, Life Insurance, Long-term Care, Roth IRA, Long Term Care Insurance, Disability Insurance, Financial Services, Asset Allocation, Term Life Insurance, Employee Benefits, Whole Life, 401k, Finance, Key Person Insurance, Personal Finance, Health Insurance, 401k Rollovers, Wealth, Business Planning, College Savings Plans, Series 6, Buy-sell Agreements, Wealth Management..., Wealth Preservation..., Investment Strategies, Strategic Planning
Education
Northern Michigan University 1968 — 1972
BS, Medical
Ryan Ramsuchit's Eagle Strategies LLC Experience June 2009 - Present
Job Financial Adviser at Eagle Strategies, LLC
Industry Financial Services
Experience
Eagle Strategies, LLC June 2009 - Present
Bear Stearns March 1998 - September 2008
Skills
Settlements, Series 7, Asset Management, Wealth Management, Securities, Equities, Investments, Fixed Income, Financial Planning, Portfolio Management, Asset Allocation, Capital Markets, Alternative Investments, Mutual Funds, Series 63
Education
Baruch College, City University of New York (CUNY) 1990 — 1996
bba, management
Eagle Strategies, LLC June 2009 - Present
Bear Stearns March 1998 - September 2008
Skills
Settlements, Series 7, Asset Management, Wealth Management, Securities, Equities, Investments, Fixed Income, Financial Planning, Portfolio Management, Asset Allocation, Capital Markets, Alternative Investments, Mutual Funds, Series 63
Education
Baruch College, City University of New York (CUNY) 1990 — 1996
bba, management
Tom Parlon, MBA's Eagle Strategies LLC Experience June 2012 - Present
Job Financial Adviser
Industry Financial Services
Experience
Eagle Strategies, LLC June 2012 - Present
StreetAccount LLC August 2011 - May 2012
Auriga Securities June 2010 - March 2011
Soleil Securities April 2009 - May 2010
Stanford Group company December 2008 - March 2009
Wachovia Securities, LLC September 2000 - November 2008
Education
Northeastern University 1997 — 2000
MBA, business
Northeastern University 1991 — 1995
BS and MBA
St. Sebastian's
Eagle Strategies, LLC June 2012 - Present
StreetAccount LLC August 2011 - May 2012
Auriga Securities June 2010 - March 2011
Soleil Securities April 2009 - May 2010
Stanford Group company December 2008 - March 2009
Wachovia Securities, LLC September 2000 - November 2008
Education
Northeastern University 1997 — 2000
MBA, business
Northeastern University 1991 — 1995
BS and MBA
St. Sebastian's
Winny Lin's Eagle Strategies LLC Experience October 2010 - Present
Job Financial Adviser at Eagle Strategies, LLC
Industry Financial Services
Experience
Eagle Strategies, LLC October 2010 - Present
NYLIFE Securities LLC March 2004 - September 2010
Skills
Financial Services, Analysis, Securities, Strategic Financial..., Retirement, Retirement Planning, Mutual Funds, Finance, Insurance, Fixed Annuities, Accounting, Term Life Insurance, Life Insurance, Investments, Estate Planning, 401k, Wealth Management, Disability Insurance, Series 63, Financial Advisory
Education
San Francisco State University 2004 — 2006
Master of Business Administration (MBA), Banking, Corporate, Finance, and Securities Law
San Francisco State University 1999 — 2003
Bachelor of Applied Science (B.A.Sc.), Banking, Corporate, Finance, and Securities Law
Eagle Strategies, LLC October 2010 - Present
NYLIFE Securities LLC March 2004 - September 2010
Skills
Financial Services, Analysis, Securities, Strategic Financial..., Retirement, Retirement Planning, Mutual Funds, Finance, Insurance, Fixed Annuities, Accounting, Term Life Insurance, Life Insurance, Investments, Estate Planning, 401k, Wealth Management, Disability Insurance, Series 63, Financial Advisory
Education
San Francisco State University 2004 — 2006
Master of Business Administration (MBA), Banking, Corporate, Finance, and Securities Law
San Francisco State University 1999 — 2003
Bachelor of Applied Science (B.A.Sc.), Banking, Corporate, Finance, and Securities Law
David Lenser's Eagle Strategies LLC Experience September 2012 - Present
Job Financial Advisor at Eagle Strategies LLC
Industry Financial Services
Experience
Eagle Strategies, LLC September 2012 - Present
Edward Jones July 2007 - September 2012
Skills
Finance, Investments, Retirement Planning, Financial Analysis, Portfolio Management, Asset Management, Estate Planning, Financial Advisory, Asset Allocation, Retirement
Education
St. Mary's College of California
Bachelor of Science (BS), l
Eagle Strategies, LLC September 2012 - Present
Edward Jones July 2007 - September 2012
Skills
Finance, Investments, Retirement Planning, Financial Analysis, Portfolio Management, Asset Management, Estate Planning, Financial Advisory, Asset Allocation, Retirement
Education
St. Mary's College of California
Bachelor of Science (BS), l
Cory Warsaw's Eagle Strategies LLC Experience June 2014 - June 2015
Job 529 Plan Client Marketing Manager at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds June 2015 - Present
Eagle Strategies, LLC June 2014 - June 2015
New York Life Insurance Company October 2012 - June 2014
New York Life Insurance Company/MainStay Investments June 2011 - October 2012
New York Life Insurance Company December 2009 - June 2011
New York Life Insurance Company July 2009 - December 2009
New York Life Insurance Company June 2008 - July 2009
Skills
Series 7, Strategy, Management, Marketing, Fixed Annuities, Training, Analysis, Competitive Analysis, Retirement, Mutual Funds, Investments, Retirement Planning, Series 63, Sales, Finance
Education
Binghamton University - School of Management 2014 — 2015
Master of Business Administration (M.B.A.)
Binghamton University - School of Management 2004 — 2008
BS Management, Finance and Marketing
North Rockland HS
OppenheimerFunds June 2015 - Present
Eagle Strategies, LLC June 2014 - June 2015
New York Life Insurance Company October 2012 - June 2014
New York Life Insurance Company/MainStay Investments June 2011 - October 2012
New York Life Insurance Company December 2009 - June 2011
New York Life Insurance Company July 2009 - December 2009
New York Life Insurance Company June 2008 - July 2009
Skills
Series 7, Strategy, Management, Marketing, Fixed Annuities, Training, Analysis, Competitive Analysis, Retirement, Mutual Funds, Investments, Retirement Planning, Series 63, Sales, Finance
Education
Binghamton University - School of Management 2014 — 2015
Master of Business Administration (M.B.A.)
Binghamton University - School of Management 2004 — 2008
BS Management, Finance and Marketing
North Rockland HS
David M. Webb, PhD, MSM, CLF, CLTC's Eagle Strategies LLC Experience June 2012 - Present
Job Managing Member at Atlas Retirement Strategies LLC helping individuals and business owners retire on their own terms.
Industry Financial Services
Experience
Atlas Retirement Strategies LLC March 2014 - Present
Eagle Strategies, LLC June 2012 - Present
NYLIFE Securities, LLC May 2007 - Present
New York Life Insurance Company May 2007 - Present
Skills
Retirement Planning, Retirement, Insurance, Estate Planning, 401k Rollovers, Investments, Protection..., Annuity Sales, Key Person Protection, Asset Protection, Legacies, Licensed Life Insurance..., Small Business, Succession Planning, Multi-generational..., Thought Leadership, Multi-generational..., Time Management, Gifting Strategies, Wealth Preservation...
Education
Madison University 2001 — 2004
Doctor of Philosophy (PhD), Management
Madison University 2001 — 2003
Master of Science (MS), Management
Austin College 1983 — 1987
Bachelor of Arts (BA), HIstory and Political Science
Atlas Retirement Strategies LLC March 2014 - Present
Eagle Strategies, LLC June 2012 - Present
NYLIFE Securities, LLC May 2007 - Present
New York Life Insurance Company May 2007 - Present
Skills
Retirement Planning, Retirement, Insurance, Estate Planning, 401k Rollovers, Investments, Protection..., Annuity Sales, Key Person Protection, Asset Protection, Legacies, Licensed Life Insurance..., Small Business, Succession Planning, Multi-generational..., Thought Leadership, Multi-generational..., Time Management, Gifting Strategies, Wealth Preservation...
Education
Madison University 2001 — 2004
Doctor of Philosophy (PhD), Management
Madison University 2001 — 2003
Master of Science (MS), Management
Austin College 1983 — 1987
Bachelor of Arts (BA), HIstory and Political Science
Phil Miani's Eagle Strategies LLC Experience July 1999 - Present
Job Experienced Financial Advisor with The Miani Group helping to protect families in the Florida Keys
Industry Financial Services
Experience
Eagle Strategies LLC July 1999 - Present
The Miani Group 1989 - Present
New York Life Insurance Company 1988 - Present
NYLIFE Securities LLC 1981 - Present
Skills
401k Rollovers, Estate Planning, Investments, Licensed in Long Term..., Multi-Generational..., Mutual Funds, Permanent Life Insurance, Retirement Planning, Variable Annuities, Wealth Preservation..., Building Relationships, Creative Problem Solving
Education
Amherst College 1958 — 1962
Bachelor of Arts (B.A.), Psychology and Philosophy
Evergreen Park High School 1954 — 1958
High School Diploma, General Studies
Eagle Strategies LLC July 1999 - Present
The Miani Group 1989 - Present
New York Life Insurance Company 1988 - Present
NYLIFE Securities LLC 1981 - Present
Skills
401k Rollovers, Estate Planning, Investments, Licensed in Long Term..., Multi-Generational..., Mutual Funds, Permanent Life Insurance, Retirement Planning, Variable Annuities, Wealth Preservation..., Building Relationships, Creative Problem Solving
Education
Amherst College 1958 — 1962
Bachelor of Arts (B.A.), Psychology and Philosophy
Evergreen Park High School 1954 — 1958
High School Diploma, General Studies
Ryan M. Behm's Eagle Strategies LLC Experience June 2013 - Present
Job Financial Adviser at Eagle Strategies
Industry Financial Services
Experience
High Point Financial Group LLC June 2013 - Present
Eagle Strategies LLC June 2013 - Present
NYLIFE Securities LLC June 2013 - Present
New York Life Insurance Company January 2013 - Present
Thrivent Financial for Lutherans July 2002 - December 2012
Skills
Retirement, Retirement Planning, Life Insurance, 401k Rollovers, Estate Planning, Insurance, Investments
Education
Concordia University-St. Paul 1999 — 2003
Bachelor of Business Administration (BBA), Finance
High Point Financial Group LLC June 2013 - Present
Eagle Strategies LLC June 2013 - Present
NYLIFE Securities LLC June 2013 - Present
New York Life Insurance Company January 2013 - Present
Thrivent Financial for Lutherans July 2002 - December 2012
Skills
Retirement, Retirement Planning, Life Insurance, 401k Rollovers, Estate Planning, Insurance, Investments
Education
Concordia University-St. Paul 1999 — 2003
Bachelor of Business Administration (BBA), Finance
Bruce Buttle, CLU, CFP, REBC, RHU's Eagle Strategies LLC Experience January 1995 - Present
Job President at Buttle Financial
Industry Financial Services
Experience
Eagle Strategies, LLC January 1995 - Present
Buttle Financial December 1978 - Present
New York Life Insurance Company December 1978 - Present
Education
The American College 1986 — 2009
CLU, RHU, REBC
College for Financial Planning 1982 — 1982
CFP
Eagle Strategies, LLC January 1995 - Present
Buttle Financial December 1978 - Present
New York Life Insurance Company December 1978 - Present
Education
The American College 1986 — 2009
CLU, RHU, REBC
College for Financial Planning 1982 — 1982
CFP
Robert Westberg CPA/PFS, CFP®'s Eagle Strategies LLC Experience January 2000 - Present
Job Financial Adviser at Eagle Strategies LLC
Industry Financial Services
Experience
New York Life Insurance Company August 1993 - Present
NYLIFE Securities LLC August 1993 - Present
Eagle Strategies LLC January 2000 - Present
The First National Bank of Chicago February 1974 - July 1993
United States Army Reserve November 1969 - October 1975
Skills
Personal Finance, Retirement Planning, Estate Planning, IRA Rollovers, Investments, Term Life Insurance, Permanent Life Insurance, Licensed in Long Term..., Education Funding..., Gifting Strategies, Public Speaking, Leadership, Small Business, Financial Services, Wealth Management, IRAs, Analysis, Tax, Team Building, Strategic Planning, Customer Service, Employee Benefits
Education
DePaul University 1968 — 1977
BSC Accounting, MBA Finance
Marian Catholic High School, Chicago Heights, IL 1963 — 1967
High School
New York Life Insurance Company August 1993 - Present
NYLIFE Securities LLC August 1993 - Present
Eagle Strategies LLC January 2000 - Present
The First National Bank of Chicago February 1974 - July 1993
United States Army Reserve November 1969 - October 1975
Skills
Personal Finance, Retirement Planning, Estate Planning, IRA Rollovers, Investments, Term Life Insurance, Permanent Life Insurance, Licensed in Long Term..., Education Funding..., Gifting Strategies, Public Speaking, Leadership, Small Business, Financial Services, Wealth Management, IRAs, Analysis, Tax, Team Building, Strategic Planning, Customer Service, Employee Benefits
Education
DePaul University 1968 — 1977
BSC Accounting, MBA Finance
Marian Catholic High School, Chicago Heights, IL 1963 — 1967
High School
John W. Howell's Eagle Strategies LLC Experience 1996 - Present
Job President at Howell Financial Services
Industry Financial Services
Experience
Howell Financial Services PresidentHowell FInancial Services1994 - Present
Eagle Strategies, LLC 1996 - Present
NYLIFE Securities 1994 - Present
New York Life Insurance Company 1994 - Present
Skills
401k Rollovers, Account Management, Annuity Sales, Asset Protection, Business Succession..., Buy-sell Agreements, Charitable Giving, Estate Planning, Investments, IRA Rollovers, Key Person Insurance, Legacy Planning, Licensed in Long Term..., Life Insurance, Lifetime Income..., Permanent Life Insurance, Retirement Planning, Risk Management, Succession Planning, Wealth Preservation...
Education
Oklahoma State University 1980 — 1984
Bachelor's Degree, Marketing
Howell Financial Services PresidentHowell FInancial Services1994 - Present
Eagle Strategies, LLC 1996 - Present
NYLIFE Securities 1994 - Present
New York Life Insurance Company 1994 - Present
Skills
401k Rollovers, Account Management, Annuity Sales, Asset Protection, Business Succession..., Buy-sell Agreements, Charitable Giving, Estate Planning, Investments, IRA Rollovers, Key Person Insurance, Legacy Planning, Licensed in Long Term..., Life Insurance, Lifetime Income..., Permanent Life Insurance, Retirement Planning, Risk Management, Succession Planning, Wealth Preservation...
Education
Oklahoma State University 1980 — 1984
Bachelor's Degree, Marketing
Chris Naugle's Eagle Strategies LLC Experience November 2012 - Present
Job Financial Advisor at Eagle Strategies, LLC. Helping highnet worth individuals continue their lifestyle into retirement
Industry Investment Management
Experience
LC Strategic Realty, LLC. & LC Strategic Holdings, LLC. April 2014 - Present
Eagle Strategies, LLC November 2012 - Present
ROI Financial Group November 2009 - Present
New York Life Insurance Company June 2003 - Present
Syndicated Properties, LLC. July 2011 - Present
Syndicated Development, LLC June 2008 - Present
MW Property Preservation, LLC. June 2012 - Present
BNI October 2014 - October 2014
Phatman Board Shops November 1994 - October 2010
Skills
Estate Planning, Insurance, Succession Planning, Small Business, Retirement, Wealth Accumulation, Wealth Management, 401K rollover, 401k Rollovers, Asset Protection, Gifting Strategies, key person startegies, sucession planning, wealth preservation, 401k, Wealth
Education
UB School of Management CEL 2013 — 2014
Graduated, Business Administration and Management, General
Bryant and Stratton College 2004 — 2005
Financial Planning and Services
Niagara County Community College 1996 — 1998
business ownership and management, honors
LC Strategic Realty, LLC. & LC Strategic Holdings, LLC. April 2014 - Present
Eagle Strategies, LLC November 2012 - Present
ROI Financial Group November 2009 - Present
New York Life Insurance Company June 2003 - Present
Syndicated Properties, LLC. July 2011 - Present
Syndicated Development, LLC June 2008 - Present
MW Property Preservation, LLC. June 2012 - Present
BNI October 2014 - October 2014
Phatman Board Shops November 1994 - October 2010
Skills
Estate Planning, Insurance, Succession Planning, Small Business, Retirement, Wealth Accumulation, Wealth Management, 401K rollover, 401k Rollovers, Asset Protection, Gifting Strategies, key person startegies, sucession planning, wealth preservation, 401k, Wealth
Education
UB School of Management CEL 2013 — 2014
Graduated, Business Administration and Management, General
Bryant and Stratton College 2004 — 2005
Financial Planning and Services
Niagara County Community College 1996 — 1998
business ownership and management, honors
James M. McDonnell CFP®, CLU's Eagle Strategies LLC Experience March 2003 - May 2008
Job Senior Partner at DC Wealth Advisors
Industry Financial Services
Experience
DC Wealth Advisors September 2011 - Present
Pension & Wealth Management LLC May 2008 - September 2011
Eagle Strategies, LLC March 2003 - May 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, Public Speaking, Budgets, Strategic Planning
Education
Stonehill College 1995 — 1999
Bachelor of Arts (B.A.), Economics
Boston Latin School 1990 — 1995
DC Wealth Advisors September 2011 - Present
Pension & Wealth Management LLC May 2008 - September 2011
Eagle Strategies, LLC March 2003 - May 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, Public Speaking, Budgets, Strategic Planning
Education
Stonehill College 1995 — 1999
Bachelor of Arts (B.A.), Economics
Boston Latin School 1990 — 1995