Fifth Avenue Financial

Description

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 Unable to add this file. Please check that it is a valid photo. "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."

Fifth Avenue Financial List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Fifth Avenue Financial. You can filter them based on skills, years of employment, job, education, department, and prior employment.

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Fifth Avenue Financial Employees

Employee
Years
Job
Industry
Peter LeBlanc, CLU, ChFC,CFBS, CLTC Peter LeBlanc, CLU, ChFC,CFBS, CLTC Greater St. Louis Area Details
Peter LeBlanc, CLU, ChFC,CFBS, CLTC's Fifth Avenue Financial Experience September 2009 - January 2011
Job Senior Vice President/Wealth Advisor at Lenox Advisors
Industry Financial Services
Experience
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

Shirley Duval Shirley Duval Greater New York City Area Details
Shirley Duval's Fifth Avenue Financial Experience July 2015 - August 2015
Job Receptionist/Office Assistant
Industry Executive Office
Experience
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

Emily Strobelberger Emily Strobelberger New York, New York Details
Emily Strobelberger's Fifth Avenue Financial Experience September 2014 - Present
Job Case Manager at Fifth Avenue Financial
Industry Financial Services
Experience
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

Lore Gordon Lore Gordon Greater New York City Area Details
Lore Gordon's Fifth Avenue Financial Experience February 2009 - November 2010
Job Financial Consultant
Industry Financial Services
Experience
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

Michael Cortazzo Michael Cortazzo West Palm Beach, Florida Area Details
Michael Cortazzo's Fifth Avenue Financial Experience April 2012 - Present
Job Flah & Company
Industry Financial Services
Experience
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

Henry A Echeverria Henry A Echeverria Greater New York City Area Details
Henry A Echeverria's Fifth Avenue Financial Experience October 1991 - Present
Job Financial Services Professional at Fifth Avenue Financial
Industry Financial Services
Experience
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

Janet Fleishman, CLTC Janet Fleishman, CLTC Greater New York City Area Details
Janet Fleishman, CLTC's Fifth Avenue Financial Experience 2009 - 2012
Job Vice President at Lenox Advisors
Industry Financial Services
Experience
Lenox Advisors  2012 - Present
Fifth Avenue Financial   2009 - 2012
Cowan Financial Group  1997 - 2009

Education
Georgetown University

Mount Vernon HIgh School

Robert DeJoy Robert DeJoy Bronxville, New York Details
Robert DeJoy's Fifth Avenue Financial Experience May 2012 - August 2012
Job Medical Student at the Philadelphia College of Osteopathic Medicine
Industry Hospital & Health Care
Experience
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

Michael Nigro, MBA, CLTC Michael Nigro, MBA, CLTC Greater New York City Area Details
Michael Nigro, MBA, CLTC's Fifth Avenue Financial Experience 1998 - Present
Job Financial Planner
Industry Financial Services
Experience
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

Tommy Tieu Tommy Tieu Brooklyn, New York Details
Tommy Tieu's Fifth Avenue Financial Experience September 2014 - January 2015
Job Assurance Associate at PwC
Industry Accounting
Experience
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

Rukshana Alexander Rukshana Alexander Greater New York City Area Details
Rukshana Alexander's Fifth Avenue Financial Experience May 2010 - March 2012
Job Associate at Lenox Advisors
Industry Financial Services
Experience
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

Matthew Megerdichian Matthew Megerdichian Greater New York City Area Details
Matthew Megerdichian's Fifth Avenue Financial Experience June 2011 - May 2015
Job Windows Systems Administrator at OTC Markets Group
Industry Information Technology and Services
Experience
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

Stephanie Olson Stephanie Olson New York, New York Details
Stephanie Olson's Fifth Avenue Financial Experience January 2009 - January 2013
Job Partner, Fluet Huber + Hoang PLLC
Industry Law Practice
Experience
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

Thomas DiCarlo Thomas DiCarlo New York, New York Details
Thomas DiCarlo's Fifth Avenue Financial Experience July 2013 - April 2015
Job Sales and Marketing Manager at PURE Group of Insurance Companies
Industry Financial Services
Experience
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

Brendan Gribbons Brendan Gribbons Greater New York City Area Details
Brendan Gribbons's Fifth Avenue Financial Experience August 2012 - May 2013
Job Research Associate at K2 Advisors
Industry Financial Services
Experience
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

Jim Farka Jim Farka Greater New York City Area Details
Jim Farka's Fifth Avenue Financial Experience 1990 - Present
Job Senior Vice President
Industry Financial Services
Experience
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

Giavanna McDonald Giavanna McDonald Greater New York City Area Details
Giavanna McDonald's Fifth Avenue Financial Experience February 2015 - May 2015
Job Recent college graduate open for new opportunities
Industry Financial Services
Experience
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

Marissa Katz Marissa Katz New York, New York Details
Marissa Katz's Fifth Avenue Financial Experience July 2010 - August 2010
Job Business Analyst at Deloitte Consulting
Industry Management Consulting
Experience
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

Stacey Rosen Stacey Rosen Greater New York City Area Details
Stacey Rosen's Fifth Avenue Financial Experience June 2009 - August 2009
Job Technology Business Development at Morgan Stanley
Industry Financial Services
Experience
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

Yolanda Bobb Yolanda Bobb Greater New York City Area Details
Yolanda Bobb's Fifth Avenue Financial Experience March 2009 - July 2009
Job at
Industry Financial Services
Experience
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

Denice Dal Braccio Denice Dal Braccio New York, New York Details
Denice Dal Braccio's Fifth Avenue Financial Experience October 2010 - September 2013
Job Founder & CEO at EDM World Magazine, Experienced in Electronic Dance Music, Management, Social Media, Marketing
Industry Music
Experience
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

Michael Book Michael Book Greater New York City Area Details
Michael Book's Fifth Avenue Financial Experience January 1994 - Present
Job Managing Partner, Lenox Advisors Inc. | Wealth Manager | Corporate Benefits
Industry Financial Services
Experience
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

Allison Shiel Allison Shiel Greater Los Angeles Area Details
Allison Shiel's Fifth Avenue Financial Experience December 2010 - April 2012
Job Human Resources Manager at Marlin Equity Partners
Industry Human Resources
Experience
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

Taylor Carroll Taylor Carroll Greater New York City Area Details
Taylor Carroll's Fifth Avenue Financial Experience May 2009 - November 2010
Job Pricing Analyst at Millennial Media
Industry Investment Management
Experience
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

Maggy (Sumner-Vogt) Van Kempen Maggy (Sumner-Vogt) Van Kempen Cincinnati Area Details
Maggy (Sumner-Vogt) Van Kempen's Fifth Avenue Financial Experience September 2009 - July 2012
Job Brokerage Coordinator
Industry Financial Services
Experience
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

Naresh H. Singh, CISSP Naresh H. Singh, CISSP Greater New York City Area Details
Naresh H. Singh, CISSP's Fifth Avenue Financial Experience March 2012 - Present
Job SVP, Head of IT at Lenox Advisors Inc.
Industry Financial Services
Experience
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

Jana D Handwerk, CLU, ChFC Jana D Handwerk, CLU, ChFC New York, New York Details
Jana D Handwerk, CLU, ChFC's Fifth Avenue Financial Experience 1987 - Present
Job Investment Advisor Representative at Fifth Avenue Financial
Industry Financial Services
Experience
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

Lee Slavutin Lee Slavutin Greater New York City Area Details
Lee Slavutin's Fifth Avenue Financial Experience January 1990 - Present
Job Insurance agent and physician helping clients obtain life insurance for their families and businesses.
Industry Insurance
Experience
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

Joe Eagan Joe Eagan Greater New York City Area Details
Joe Eagan's Fifth Avenue Financial Experience March 2013 - Present
Job Sr. Vice President at Fifth Avenue Financial
Industry Financial Services
Experience
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

Judith Bennett Judith Bennett Greater New York City Area Details
Judith Bennett's Fifth Avenue Financial Experience January 2013 - Present
Job Compliance Coordinator at Fifth Avenue Financial and Lenox Advisors
Industry Banking
Experience
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

Lauryn Lynskey Lauryn Lynskey Greater New York City Area Details
Lauryn Lynskey's Fifth Avenue Financial Experience 2008 - Present
Job sales associate at Lenox Advisors
Industry Insurance
Experience
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

Jared Larsen, CFP®, AIF® Jared Larsen, CFP®, AIF® Greater New York City Area Details
Jared Larsen, CFP®, AIF®'s Fifth Avenue Financial Experience February 2003 - December 2014
Job Managing Partner at Highlands Advisors, LLC
Industry Financial Services
Experience
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

Naheed Hassanein Naheed Hassanein Greater New York City Area Details
Naheed Hassanein's Fifth Avenue Financial Experience June 2009 - Present
Job Vice President at Fifth Avenue Financial
Industry Accounting
Experience
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

Evelina Kremsdorf Evelina Kremsdorf Greater New York City Area Details
Evelina Kremsdorf's Fifth Avenue Financial Experience February 2008 - September 2010
Job New Business Analyst at Lenox Advisors
Industry Insurance
Experience
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

Joseph Prendamano, CFS® Joseph Prendamano, CFS® Greater New York City Area Details
Joseph Prendamano, CFS®'s Fifth Avenue Financial Experience December 1994 - Present
Job Fifth Avenue Financial
Industry Financial Services
Experience
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

Harvey Hye Harvey Hye Greater New York City Area Details
Harvey Hye's Fifth Avenue Financial Experience 1996 - 2012
Job Financial Advisor at AXA Equitable
Industry Financial Services
Experience
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

Ari Renov Ari Renov Greater New York City Area Details
Ari Renov's Fifth Avenue Financial Experience January 2010 - July 2013
Job Insurance Agent at OneCap Services LLC
Industry Financial Services
Experience
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