Financial Principles, LLC
Address: 277 Park Ave, New York, NY 10172Hours: : : Website: : : Place name: Category: : : Phone: Website: http://www.financialprinciples.com/ Category: Corporate office 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. · Own this business?Add missing informationAdd phone number Unable to add this file. Please check that it is a valid photo. Add business hours 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 Financial Principles, LLC Posting publicly on the Web Write a review Reviews Be the first to review
Financial Principles, LLC List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Financial Principles, LLC. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Financial Principles, LLC Employees
Financial Principles, LLC November 1998 - Present
Skills
Retirement Planning, Investments, Retirement, Investment Advisory, Disability Insurance, Finance, Financial Advisory, Estate Planning, Strategic Financial..., Wealth Management, Insurance, Series 7, Asset Management, 401k
Education
University of Delaware 1990 — 1994
Altman Warwick April 2015 - Present
CCRE-SL Capital October 2014 - March 2015
Five Mile Capital September 2013 - June 2014
Wealth and Investment Management at Barclays August 2011 - September 2013
Wealth and Investment Management at Barclays June 2010 - August 2011
Financial Principles, LLC June 2008 - August 2008
Skills
Finance, Financial Analysis, Financial Structuring, Financial Modeling, Valuation, Commercial Real Estate, Real Estate, Due Diligence, Real Estate Financing, CMBS, Loan Origination, Real Estate Economics, Underwriting, Commercial Mortgages, Mortgage Lending, Fixed Income, Trading, Bloomberg, Investment Strategies, Bonds, Securities, Hedging, Credit, Capital Markets, Alternative Investments, Asset Management, Fixed Income Trading
Education
Seton Hall University 2006 — 2009
Bachelors, Cum Laude, Finance
University of International Business and Economics
International Business
Fairleigh Dickinson University May 2013 - Present
Financial Principles, LLC September 1998 - Present
Financial Principles, LLC September 1998 - Present
Ford Financial Group May 1993 - September 1998
Skills
Wealth Management, Retirement Planning, Strategic Financial..., Estate Planning, Investments, Asset Managment, Equities, Asset Management, Disability Insurance, Financial Advisory, Financial Services, Retirement, Investment Advisory, Small Business, Finance, Wealth, Financial Planners, 401k, Mutual Funds, Series 63, Insurance, Asset Protection, Asset Allocation, Pensions, Management, Business Planning, Risk Management, Portfolio Management, Leadership, Fixed Annuities, Securities, IRAs, Investment Management, Series 7, Hedge Funds, Long-term Care, Trusts, Alternative Investments, Life Insurance, Term Life Insurance, Relationship Management, Health Insurance, Employee Benefits, Investment Strategies, Financial Analysis, FINRA, Financial Markets, Fixed Income, Series 6
Education
The American College 2003 — 2004
CLU, ChFC, Financial Services
University of Delaware 1989 — 1993
Bachelor of Arts, International Relations
Wayne Valley High School
Financial Principles LLC. January 2003 - Present
Sapient 2000 - 2002
Sapient 2000 - 2002
Education
Wayne Valley High School '88 1985 — 1998
University of Delaware 1988 — 1993
B.S. Business Administration, Marketing
Ernst & Young January 2015 - Present
Aeropostale May 2014 - January 2015
L. Tucci Financial, LLC January 2013 - September 2014
Lee, Nolan & Koroghlian, LLC November 2012 - February 2014
Financial Principles, LLC April 2013 - September 2013
Orbit360 New York, Inc. May 2012 - September 2012
Skills
Marketing, Social Media, Time Management, Microsoft Office, Microsoft Excel, Farsi, Social Networking, Finance, Direct Marketing, Personal Budgeting, Team Leadership, Project Management, Teamwork, Advertising, Customer Service, Highly personable, Sales
Education
Montclair State University 2010 — 2014
Bachelor of Science (B.S.), Business Administration, Concentration Finance and Marketing, 3.6 Cumulative GPA
Pass - Subscribe locally September 2015 - Present
Pass - Subscribe locally May 2015 - August 2015
EF Education First November 2014 - April 2015
Sopico, Inc. September 2014 - December 2014
Storyville American Table June 2012 - August 2014
The Community Food Bank September 2013 - December 2013
Financial Principles, LLC January 2013 - May 2013
Skills
Highly versatile, PowerPoint, Teamwork, Customer Service, Social Media, Public Speaking, Microsoft Office, Research, Microsoft Word, Marketing, Microsoft Excel, Time Management, Leadership, Event Planning, Teaching, Friendly Personality, Team Leadership, Social Networking, Higher Education, Team Building, Public Relations, Facebook, Event Management, Critical Thinking, Inventory Management, Management, Fundraising, Sales, Training, Budgets, Social Media Marketing, Strategic Planning, Entrepreneurship
Education
Fairleigh Dickinson University 2009 — 2014
Bachelor's Degree, Entrepreneurial Studies, 3.4
Fairleigh Dickinson University-Florham Campus 2009 — 2013
Bachelor of Science (B.S.), Entrepreneurship/Entrepreneurial Studies
CoEnterprise, LLC June 2015 - Present
TD Ameritrade Institutional March 2014 - May 2015
Financial Principles, LLC January 2010 - July 2013
Sontag Advisory April 2008 - October 2008
Northwestern Mutual Financial Network September 2006 - February 2008
Janney Montgomery Scott LLC September 2004 - November 2004
Skills
Tableau, Data Analysis, Analytics, SQL, Netezza, Investments, Wealth Management, Insurance, Estate Planning, Financial Advisory, Retirement, Financial Risk, SPSS, InfoSphere, Web Analytics, Business Analytics, Text Analytics, CRM, Equities, Retirement Planning, Asset Management, Securities, Python, Risk Management, Strategic Financial..., SQL DB2, Cognos, R, Hadoop, Financial Planning, Series 6, Series 7, Series 63, Life & Health Insurance..., Variable Annuities, Predictive Analytics, Data Mining, Data Warehousing, Business Objects, QlikView, Amazon Web Services..., Cloudera, Analysis, Finance, Strategy, Business Intelligence, Consulting
Education
Fordham University 2013 — 2014
Master's degree
Dale Carnegie 2012 — 2013
Boston College 2002 — 2006
Carroll School of Management
University of New South Wales 2005 — 2005
Boston College Semester Abroad Program - Sydney, Australia
Bergen Catholic High School 1998 — 2002
Financial Principles, LLC October 2009 - Present
The Dynamic Group January 2007 - March 2009
Advanced Imaging August 2005 - February 2007
Education
Johnson & Wales University 2001 — 2005
B.A., Marketing
Merrill Lynch February 2009 - Present
Financial Principles, LLC January 2005 - February 2008
American Express 2000 - 2002
US Army November 1984 - October 1988
Skills
Relationship Management, Vendor Management, Business Analysis, Equities, SDLC, Financial Services, Management, PMO, Portfolio Management
Education
Chubb Institute
Desktop Support
Cornell University
Business Administration and Management, General