Fifth Avenue Financial
Address: 530 5th Ave 14th Floor, New York, NY 10036 Hours: Open ⋅ Closes 5PM Friday9AM–5PMSaturdayClosedSundayClosedMonday9AM–5PMTuesday9AM–5PMWednesday9AM–5PMThursday9AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (212) 536-6000: : : Category: : Website: : : Place name: Website: http://www.fifthavefinancial.com/new/fifthavefinancial/?cm_mmc=Google-_-Local-_-Store-ID-47-_-GMB&utm_source=google&utm_medium=local&utm_content=store-id-47&utm_campaign=GMB Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Fifth Avenue Financial Posting publicly on the Web Write a review Reviews 1 Google review From Fifth Avenue Financial "As a general agency of Massachusetts Mutual Life Insurance Company (MassMutual), we help people like you take the next step toward a more secure financial future."
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Fifth Avenue Financial Employees
Lenox Advisors January 2011 - Present
Fifth Avenue Financial September 2009 - January 2011
MassMutual Greater Washington September 1997 - September 2009
Skills
Retirement Planning, Series 7, Wealth Management, Estate Planning, Investment Advisory, Strategic Financial..., Fixed Annuities, Long-term Care, Insurance, Disability Insurance, Securities, Life Insurance, Investments
Education
The American College 1985 — 1988
CLU, ChFC,CFBS, Financial Services
Saint Louis University 1966 — 1970
B.S., Psychology & Marketing
Fifth Avenue Financial July 2015 - August 2015
NARS Cosmetics July 2015 - July 2015
Oxford University Press/Urban Studios June 2014 - April 2015
Davis Advisors August 2013 - June 2014
BET NETWORKS June 2012 - August 2013
People Finders Plus August 2011 - September 2012
Tourneau November 2008 - March 2010
The Premier Group May 2006 - November 2008
Skills
Outlook, Excel, Scheduling, Microsoft Office, Customer Service, PowerPoint, Access, Marketing, Human Resources, Invoicing, Microsoft Excel, Video Production
Education
Hunter College 2009 — 2011
Bachelor of Arts, French Language and Civilization
Laguardia Community College 2006 — 2008
Associates Degree, Business Administration
Fifth Avenue Financial September 2014 - Present
Fifth Avenue Financial June 2013 - Present
Lenox Advisors May 2012 - August 2012
Commonwealth of Massachusetts April 2011 - September 2011
Skills
Microsoft Office, Microsoft Excel, AutoCAD, PowerPoint, Research, Microsoft Word, Photoshop, Social Media, Public Speaking, Access, Customer Service, Dreamweaver, Event Management, Spanish, Analysis, Outlook, Matlab, HTML, Strategic Planning, Public Relations, Data Analysis, Teamwork, Event Planning, Fundraising
Education
Smith College 2009 — 2013
Engineering and Economics
Belchertown High School 2005 — 2009
RMR Wealth Management LLC February 2011 - Present
SEI 2011 - 2014
SEI 2011 - 2014
Fifth Avenue Financial February 2009 - November 2010
Cowan Financial Group February 2001 - February 2009
Skills
Retirement Planning, Estate Planning, Fixed Annuities, Strategic Financial..., Wealth Management, Mutual Funds, Retirement, Financial Advisory, Disability Insurance, Life Insurance, Investments, Investment Advisory, Portfolio Management, Long-term Care, Asset Allocation, Securities, Insurance, Series 7
Education
Baruch College, City University of New York (CUNY) 1995 — 1997
SUNY Fashion Institute of Technology 1977 — 1979
Associate in Applied Science, Fashion Business
Flah & Company August 2015 - Present
Lenox Advisors May 2012 - Present
Fifth Avenue Financial April 2012 - Present
Fifth Avenue Financial April 2012 - Present
Lenox Advisors December 2010 - July 2012
Skills
Retirement Planning, Wealth Management, Life Insurance, Fixed Annuities, Disability Insurance, Strategic Financial..., Microsoft Excel, Series 7, Insurance, Long-term Care, Estate Planning, Employee Benefits, Mutual Funds, Portfolio Management, Equities
Education
Ramapo College of New Jersey 2000 — 2004
BS, Finance
Fifth Avenue Financial October 1991 - Present
The MONY Group August 1986 - September 1991
Euramerica, Inc. January 1983 - July 1986
Skills
Retirement, Employee Benefits, Disability Insurance, Insurance, Financial Services, Qualified Retirement..., Spanish, Retirement Planning, Portfolio Management, Long Term Care Insurance, Relationship Management, Fixed Annuities, Wealth Management, Mutual Funds, Series 63, Worksite Voluntary...
Education
Columbia University Teachers College 1981 — 1983
Psychological Counseling
New York University 1979 — 1981
Master's degree, Comparative Literature
University of Southern California 1977 — 1979
Bachelor's degree, History of Ideas / Philosophy
Lenox Advisors 2012 - Present
Fifth Avenue Financial 2009 - 2012
Cowan Financial Group 1997 - 2009
Education
Georgetown University
Mount Vernon HIgh School
Philadelphia College of Osteopathic Medicine July 2015 - Present
La Salle University August 2013 - May 2015
Bronx Lebanon Hospital Center June 2013 - August 2013
Bronx Lebanon Hospital Center June 2013 - August 2013
Fifth Avenue Financial May 2012 - August 2012
Concordia Day Camp June 2011 - August 2011
Baker & McKenzie May 2010 - August 2010
Baker & McKenzie June 2009 - August 2009
Skills
Team Leadership, SPSS, Microsoft Word, Microsoft PowerPoint, Microsoft Excel, Cello, Piano, Guitar, Social Media, Research, Outlook, Insurance, Public Speaking, PowerPoint, Data Analysis, Microsoft Office, Editing, Writing, Teaching
Education
Hamilton College 2009 — 2013
Bachelor of Arts (B.A.), Psychology
Pace University - Lubin School of Business - White Plains, NY 2007 - Present
Fifth Avenue Financial 1998 - Present
Hunter College - New York, NY 1998 - Present
Central York School District - York, PA 2007 - June 2014
self employ 2005 - 2007
Dreyfus 1990 - 1998
Education
LIU Post 1994 — 1997
M.B.A., Finance-Portfolio Management
University of Scranton 1986 — 1990
B.S., Business
PwC January 2015 - Present
Fifth Avenue Financial September 2014 - January 2015
BEST 1 AUTO REPAIR INC & KINGS BODY WORKS INC July 2014 - September 2014
Canal Radiology April 2012 - August 2012
Kingsborough Community College November 2010 - August 2011
Cosmo Auto Performance July 2010 - August 2011
BNY Mellon June 2010 - August 2010
EY June 2009 - August 2009
Skills
Accounting, Bookkeeping, Finance, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Public Speaking, Office Administration, Customer Service, QuickBooks, Windows, Organization, Motivation, Diligent, Research, Microsoft Publisher, Cantonese, Photography, Video Production, Windows Movie Maker, Fitness, Sports, Mechanics, Automotive, Motorcycle, Marketing, Social Media, Administration, Data Entry, Spreadsheets
Education
City University of New York-Brooklyn College 2012 — 2014
Bachelor's Degree, Accounting and Business/Management/Finance, 3.89
Kingsborough Community College 2010 — 2012
Associate's Degree, Accounting, 3.73
Fort Hamilton High School 2006 — 2010
High School, Accounting and Finance
Lenox Advisors March 2012 - Present
Fifth Avenue Financial May 2010 - March 2012
Newport Executive Court, LLC October 2007 - January 2009
E.R.Alexander, Inc. September 2004 - October 2007
Russell and Miller, LLP August 2004 - January 2005
Skills
Great Communication, Organisational Skills, Self Management, Analysis, Operations Management, Management
Education
Chapman University, School of Law 2001 — 2004
J.D., Law
Chapman University 1992 — 1996
B.A., Sociology with emphasis in Womens Studies
OTC Markets Group May 2015 - Present
Fifth Avenue Financial June 2011 - May 2015
Lenox Advisors June 2011 - May 2015
Archbishop Molloy High School September 2010 - June 2011
2009-2010 December 2009 - May 2010
St. Francis College 2006 - 2010
St. Francis College 2006 - 2010
Skills
Teaching, Strategic Planning, Active Directory, Photoshop, Illustrator, PowerPoint, Social Media, Time Management, Leadership, Public Speaking, Coaching, Non-profits, Microsoft Office, Troubleshooting, Access, Microsoft Excel, Graphic Design, Social Networking, Windows 7, Microsoft Word, Outlook, Nonprofits
Education
St. Francis College 2006 — 2010
Bachelor's Degree, Information Technology
Fluet Huber + Hoang PLLC January 2013 - Present
Frejka PLLC 2015 - 2015
Lenox Wealth Advisors January 2012 - January 2013
Fifth Avenue Financial January 2009 - January 2013
Lenox Advisors January 2009 - January 2013
National Financial Partners March 2000 - January 2009
Morrison & Foerster LLP November 1998 - March 2000
Dewey & LeBoeuf LLP (fka LeBoeuf, Lamb, Greene & MacRae) September 1995 - November 1998
Skills
Securities, Insurance, Investments, Asset Management, Mergers & Acquisitions, Estate Planning, FINRA, Corporate Governance, Private Equity, Executive Management, Finance, Licensing, Financial Services, Venture Capital, Due Diligence, Strategy, Intellectual Property, Start-ups, Corporate Law, Legal Writing, IPO, Legal Advice, Corporate Finance, General Corporate..., Securities Regulation, Securities Offerings, Corporate Communications, Business Transactions, Cross-border..., Litigation, Joint Ventures
Education
Georgetown University Law Center 1991 — 1995
Doctor of Law (JD)
Georgetown University - The McDonough School of Business 1992 — 1995
MBA, Finance, General
Georgetown University 1986 — 1990
BA, International Relations
PURE Group of Insurance Companies April 2015 - Present
Fifth Avenue Financial July 2013 - April 2015
Lenox Advisors July 2013 - April 2015
PetFlow November 2012 - November 2013
Roosevelt & Cross, Inc. 2011 - 2012
Skills
Financial Analysis, Financial Services, Microsoft Excel, Investments, Strategic Financial..., Mutual Funds, Securities, Financial Planning, Estate Planning, Financial Modeling, Property & Casualty..., Life Insurance, Retirement Planning, Disability Insurance, Fixed Annuities, Long Term Care Insurance, Inventory Analysis, PowerPoint, Microsoft Office
Education
Penn State University 2008 — 2012
Bachelor of Science (BS), Finance
K2 Advisors May 2013 - Present
Fifth Avenue Financial August 2012 - May 2013
Lenox Advisors May 2012 - August 2012
Education
College of the Holy Cross 2008 — 2012
Bachelor of Arts, Economics; Environmental Studies
Lenox Advisors 2000 - Present
Fifth Avenue Financial 1990 - Present
Skills
Wealth Management, Insurance, Long-term Care, Retirement Planning, Disability Insurance, Retirement, Series 6, Series 63
Education
City University of New York 1974 — 1977
BA, Biology - Physical Education
Forest hills high school 1970 — 1973
Fifth Avenue Financial February 2015 - May 2015
RBC Wealth Management June 2014 - January 2015
Aetna December 2011 - June 2012
MetLife May 2011 - August 2011
Travelers Insurance October 2010 - July 2011
Travelers Insurance June 2010 - August 2010
Skills
Management, Customer Service, Customer Oriented, Microsoft Office, Mac OS X, Customer Satisfaction, Process Improvement, Business Process..., Underwriting, Insurance
Education
Bay Path University
Business
Deloitte August 2014 - Present
TAMID Israel Investment Group August 2013 - May 2014
Teri Jon June 2013 - August 2013
Contactually November 2012 - May 2013
Strategic Financial Group, LLC May 2012 - August 2012
Fifth Avenue Financial July 2010 - August 2010
Skills
Management Consulting, Financial Modeling, Analytical Skills, Modeling, Social Media Marketing, Social Media, Microsoft Office, Social Networking, Marketing, Facebook, Hebrew, PowerPoint, Blogging, Sales Management, Marketing Strategy, Hebrew Language, CRM, Online Advertising, Market Research, Sales, Mathematics, Strategy, Business Strategy, Membership Development, Pricing Strategy, Internet of Things, Supply Chain Management
Education
University of Maryland College Park 2010 — 2014
Bachelor of Science (B.S.), Finance and Marketing, Alumni
Morgan Stanley September 2013 - Present
Morgan Stanley August 2011 - Present
Morgan Stanley & Co. Incorporated June 2010 - August 2010
Fifth Avenue Financial June 2009 - August 2009
Lamar Advertising June 2009 - August 2009
Ramaquois Day Camp June 2005 - August 2008
Skills
PowerPoint, Marketing, Microsoft Excel, Financial Analysis, Social Media, Microsoft Word, Outlook, Microsoft Office, Advertising, Customer Service, Project Management, Public Speaking, Social Networking, Facebook
Education
UNIVERSITY AT BUFFALO, THE STATE UNIVERSITY OF NEW YORK 2007 — 2011
Bachelor of Science, Business Administration; Finance and Marketing Concentrations
University at Buffalo 2007 — 2011
Bachelor, Finance, Marketing
Citi December 2014 - Present
Lehman Brothers / Barclays Capital October 2007 - Present
Citigroup Global Markets Inc. May 2011 - December 2014
Credit Suisse Securities (USA) LLC December 2009 - May 2011
Fifth Avenue Financial March 2009 - July 2009
Lehman Brothers August 2002 - October 2007
Soros Fund Management LLC November 1999 - January 2002
Skills
Procurement, Expense Management, Office Management, Vendor Management, Analysis, Business Analysis, Financial Modeling, Access, Leadership, Human Resources, Concur, Management, PeopleSoft, Project Management, Purchasing, Risk Management, Strategy, Equities, Financial Analysis, Program Management
Education
City University of New York-John Jay College of Criminal Justice
BS, Criminal Justice
Y.Bobb
EDM World Magazine: www.edmworldmagazine.com May 2013 - Present
Infinity Charm Management, LLC January 2011 - Present
Fifth Avenue Financial October 2010 - September 2013
Bounfm.com November 2010 - January 2013
DJ's Unite September 2009 - January 2011
Dream Careers (Formerly Named The University of Dreams) September 2009 - May 2010
Thrive Records June 2009 - August 2009
Picatinny Arsenal June 2006 - August 2008
Skills
Administrative..., Management, Event Management, Event Planning, Social Media, Marketing, Fundraising, Leadership, Advertising, Social Networking, Microsoft Excel, PowerPoint, Project Management, Digital Magazines, Negotiation, Motivated self-starter, Online Publishing, Entrepreneurship, Strategic Planning, Organization, Dance Music, Brand Development, Digital Strategy, Mobile Phone Apps, Networking, Outsourcing, Training, Small Business, Publishing, WordPress, Analytics, YouTube, Music Education, Healing, Partnerships, E-Learning, Trance, Research, Environmental Awareness, Risk Assessment, Music Industry, Brand Management, Newsletters, Health, Office Administration, Process Scheduler, Customer Service, Google Apps, Fitness, Public Relations
Education
University of Hartford 2008 — 2010
Bachelor of Science (BS), Business Administration, Management and Operations
University of Hartford 2006 — 2008
Associate's degree, Liberal Arts and Sciences/Liberal Studies
Randolph High School 2002 — 2006
High School Diploma, Regular/General High School/Secondary Diploma Program
Lenox Advisors February 1994 - Present
Fifth Avenue Financial January 1994 - Present
Skills
Retirement Planning, Asset Management, Business Strategy, Insurance, Wealth Management, Portfolio Management, Investments, Estate Planning, Asset Allocation, Risk Management, Wealth, Asset Managment, Financial Planners, Management, Mutual Funds, Integrated Marketing, Securities, Finance, Strategic Financial..., Small Business, Disability Insurance
Education
University of Delaware 1982 — 1986
Montville Township High School
McMaster-Carr September 2013 - June 2014
The Lloyd Group April 2012 - September 2013
Fifth Avenue Financial December 2010 - April 2012
Lenox Advisors June 2009 - April 2012
Procter & Gamble January 2008 - June 2008
WR Grace January 2007 - June 2007
EF Education First January 2006 - June 2006
Skills
Microsoft Office, ADP Payroll, Enterprise Software, HRIS, Employee Relations, Compensation, Performance Management, Recruitment/Retention, Payroll Processing, Onboarding, Terminations, Human Capital Management, Personal Development, College Recruiting, Learning Management, Training & Development, Organizational..., Personnel Management, Human Resources
Education
New York University 2011 — 2014
Master of Science (M.S.), Human Resources Management and Services
Northeastern University
Bachelors of Science, Human Resources and Marketing
Millennial Media September 2014 - Present
Sofos Asset Management LLC May 2011 - August 2014
Fifth Avenue Financial May 2009 - November 2010
MMT Solutions, Inc January 2004 - September 2004
Skills
Microsoft Office, Bloomberg Terminal, Term Life Insurance, Hedge Funds, Strategic Financial..., Portfolio Management, Mutual Funds, Asset Management
Education
Loyola College in Maryland 2005 — 2009
BA, History
Monash University 2008 — 2008
Bachelor of Arts (B.A.), Study Abroad
Millburn Senior High School 2001 — 2005
Fifth Avenue Financial September 2009 - July 2012
Lenox Advisors September 2005 - September 2010
ES Originals January 2006 - September 2006
Cornell University May 2005 - September 2005
Hangar Theatre 2002 - 2004
Skills
Insurance, Database Design, Executive Support, Marketing, Policy Analysis, Life Insurance, Disability Insurance, Management, Investments, Licensing and..., Client Service, Key Account Management, Long Term Care Insurance, Training, Database Management, Case Design, Employee Benefits, Mutual Funds, Estate Planning, Sales
Education
Saint Bonaventure University 2002 — 2004
BA, English
State University of New York College at Purchase 2000 — 2002
BA, English Literature
Dryden Jr./Sr. High School 1996 — 2000
Lenox Advisors Inc. March 2012 - Present
Fifth Avenue Financial March 2012 - Present
Nascent Consulting Group Inc. October 2011 - March 2012
Artio Global Investors Inc. (now Aberdeen Asset Management Inc.) June 2010 - September 2011
Pali Capital Inc. September 2005 - February 2010
Pali Capital Inc. June 2004 - September 2005
Pali Capital Inc. April 2003 - June 2004
ABN AMRO Prime Brokerage 2001 - 2003
ING Barings Prime Brokerage 2000 - 2001
New York University - Courant Institute of Mathematical Sciences 1997 - 2000
Skills
Security, Strategic Planning, Data Center, ITIL, Operating Systems, Sarbanes-Oxley (SOX), Server Engineering and..., VMware Infrastructure, VDI, Network Engineering, Service Management, Windows Server, SAS70, ISO 27001, Change Management, Help Desk Management, Server Management, Microsoft Exchange, BPO, Offshore Management, System Architecture, Capital Budgeting, Disaster Recovery, IT Management, IT Strategy, Cloud Computing
Education
New York University 1994 — 2000
BA, Liberal Arts
Northeastern University
MBA in progress, High Tech Managment and Finance
Fifth Avenue Financial 1987 - Present
Skills
Retirement Planning, Estate Planning, Investments, Life Insurance, Disability Insurance, Long-term Care, Annuities, Long Term Care Insurance, Strategic Financial..., Investment Advisory, Series 24, Term Life Insurance, Asset Management, Series 63, High Net Worth..., Securities, Mutual Funds, Retirement, Portfolio Management, Wealth Management, Fixed Annuities, Philanthropy, Uniform Combined State..., FINRA
Education
University of Pennsylvania - The Wharton School
Master of Business Administration (MBA), Finance and International Business
Brown University
Bachelor of Science (BS), Applied Mathematics and Economics
Stern Slavutin-2 Inc. February 1983 - Present
Fifth Avenue Financial January 1990 - Present
Lenox Hill Hospital June 1978 - September 1982
Royal Prince Alfred Hospital, Sydney, Australia January 1976 - April 1978
Prince of Wales Hospital, Sydney, Australia January 1975 - December 1975
Skills
Underwriting, Integrating life ins in..., Obtaining life..., Split dollar life..., Buy-sell Agreements, High Net Worth..., Long Term Care Insurance, Estate Law, Health Insurance, Integrating, Medical History, Life Insurance, 401k, Alternative Investments, Analysis, Asset Allocation, Asset Protection, Brokers, Hospitals, Investment Advisory, Investment Strategies, Medicine, Mutual Funds, Personal Finance, Property, Public Speaking, Reinsurance, Roth IRA, Series 63, Succession Planning, Term Life Insurance, Trusts, Universal Life, Wealth, Wealth Accumulation, Wealth Management..., Whole Life
Education
College of American Pathologists 1981 — 2015
Fellow, Anatomic Pathology
Royal College of Pathologists of Australasia 1981 — 2015
Fellow, Anatomic Pathology
The American College 1994 — 1996
CLU, Life Insurance
Monash University 1968 — 1974
MB, BS, Medicine
Fifth Avenue Financial March 2013 - Present
Lenox Advisors January 2008 - March 2013
Northwestern Mutual September 2004 - December 2007
Skills
Disability Insurance, Series 7, Estate Planning, Retirement Planning, Asset Management, Financial Analysis, Investments, Securities, Risk Management, Wealth Management, Strategic Planning, Mutual Funds, Insurance, Strategic Financial..., Portfolio Management, Alternative Investments, Uniform Combined State..., Financial Planning, Asset Allocation, Series 63, Investment Advisory, Equities, Life Insurance, FINRA, Long-term Care, Fixed Annuities, Retirement
Education
Northeastern University 1990 — 1995
B.S.-Communications
Lenox Advisors July 2014 - Present
Fifth Avenue Financial January 2013 - Present
Education
Mercy College 1997 — 1997
Paralegal Certificate
State University of New York College at Oneonta 1995 — 1997
BS
State University of New York College of Agriculture and Technology at Morrisville 1993 — 1995
AA
Eastchester High School
Lenox Advisors January 2008 - Present
Fifth Avenue Financial 2008 - Present
Education
The University of Connecticut School of Business 2003 — 2007
Finance
University of Connecticut 2003 — 2007
business, Finance
Southampton High School 1999 — 2003
Highlands Advisors, LLC December 2014 - Present
Fifth Avenue Financial February 2003 - December 2014
Cowan Financial Group February 2003 - June 2009
Skills
Retirement Planning, Wealth Management, Strategic Financial..., Securities, Disability Insurance, Investments, Insurance, Estate Planning, Financial Services, Portfolio Management, Series 7, Finance, Series 63, Retirement, Investment Advisory, Financial Planning, Asset Allocation, Financial Advisory
Education
Wheaton College (MA) 1998 — 2001
Bachelors, Economics
Muhlenberg College 1997 — 1998
Saddle River 1994 — 1997
Buckley 1983 — 1994
Fifth Avenue Financial June 2009 - Present
The Carlyle Group February 2005 - February 2009
Pioneer Savings Bank June 2002 - February 2005
Skills
Financial Reporting, Account Reconciliation, Accounting, Finance, General Ledger, Financial Statements, Budgets, Journal Entries, Accounts Receivable, Accounts Payable, Financial Analysis, Financial Accounting, Cash Flow, Auditing, Variance Analysis
Education
University at Albany, SUNY 1998 — 2002
B.S., Finance and MIS
Arcangel Images 2011 - Present
Lenox Advisors September 2010 - Present
Fifth Avenue Financial February 2008 - September 2010
Northwestern Mutual December 2001 - January 2008
Skills
Fine Art Photography, Photography, Wealth Management, Insurance, Long-term Care, Image Editing, Disability Insurance, Photoshop, Weddings, Lightroom, Life Insurance, Term Life Insurance, Mutual Funds, Retirement, Series 7
Education
New York University
Fifth Avenue Financial December 1994 - Present
Skills
Wealth Management, Retirement Planning, Retirement, Securities, Investment Advisory, Financial Services, Financial Planners, Employee Benefits, FINRA, Disability Insurance, Estate Planning, Series 63, Fixed Annuities, Mutual Funds, Long-term Care, Life Insurance, Uniform Combined State..., Investments, Asset Management, Strategic Financial..., Term Life Insurance, IRAs, 401k, Insurance, Series 6, Asset Allocation
Education
Marist College 1989 — 1993
Bachelor of Science (BS), Finance
AXA Equitable August 2012 - Present
Fifth Avenue Financial 1996 - 2012
Skills
Fixed Annuities, Insurance, Life Insurance, Long-term Care, Wealth Management, Strategic Financial..., Disability Insurance, Investments, Mutual Funds, Retirement Planning, Retirement, Health Insurance, Employee Benefits, Portfolio Management, Term Life Insurance, Estate Planning, Asset Management, Securities, Series 7, Series 63, Finance
Education
Adelphi University
Bachelor's degree
Binghamton University
OneCap Services, LLC August 2013 - Present
International Planning Alliance, LLC August 2013 - Present
Fifth Avenue Financial January 2010 - July 2013
Skills
Insurance, Finance, Investment Banking, Wealth, Investments, Employee Benefits, Retirement Planning, Fixed Annuities, Tax, Health Insurance, Asset Management, Small Business, Strategic Financial..., Mutual Funds, Wealth Management
Education
Touro College 2005 — 2009
BS, Business Management
Yeshiva University