Fusion Advisor Network
Industry: Company
DescriptionFounded: 2003 Parent organization: NFP
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Fusion Advisor Network Employees
Employee
Years
Job
Industry
Paul Porowski Paul Porowski's Fusion Advisor Network Experience July 2011 - July 2012
Job Lead Product Support Subject Matter Expert
Industry Computer Software
Experience
Pitney Bowes January 2014 - Present
Taylor February 2013 - January 2014
Fordham University August 2012 - December 2012
Fusion Advisor Network July 2011 - July 2012
Stuart Dean Company February 2006 - July 2011
Skills
Network Security, Disaster Recovery, Vendor Management, Security, Microsoft Technologies, WDS, Firewalls, DFS, WSUS, Forefront, WINS, Terminal Services, Cisco Technologies, Virtualization, Operations Management, Leadership, Dell PowerEdge Servers, Dell Switches, Dell Computers, Sonicwall, Cisco IOS, Debian, Slackware, Microsoft Excel, Microsoft SQL Server, Backup Exec, Amazon Web Services..., Navision, Microsoft Dynamics, VMware ESX, Citrix Metaframe, Group Policy, Microsoft Exchange, DNS, Blackberry Enterprise..., McAfee, Routers, Mac OS X, Windows Server, Barracuda Spam Firewall, Change Management, Integration, Networking, Enterprise Architecture, Enterprise Software, Citrix, Infrastructure, SAN, Active Directory, Servers
Education
University of Szczecin 2001 — 2003
Master's degree, Information Science in Management
University of Szczecin 1998 — 2001
Bachelor's degree, Information Science in Management
Pitney Bowes January 2014 - Present
Taylor February 2013 - January 2014
Fordham University August 2012 - December 2012
Fusion Advisor Network July 2011 - July 2012
Stuart Dean Company February 2006 - July 2011
Skills
Network Security, Disaster Recovery, Vendor Management, Security, Microsoft Technologies, WDS, Firewalls, DFS, WSUS, Forefront, WINS, Terminal Services, Cisco Technologies, Virtualization, Operations Management, Leadership, Dell PowerEdge Servers, Dell Switches, Dell Computers, Sonicwall, Cisco IOS, Debian, Slackware, Microsoft Excel, Microsoft SQL Server, Backup Exec, Amazon Web Services..., Navision, Microsoft Dynamics, VMware ESX, Citrix Metaframe, Group Policy, Microsoft Exchange, DNS, Blackberry Enterprise..., McAfee, Routers, Mac OS X, Windows Server, Barracuda Spam Firewall, Change Management, Integration, Networking, Enterprise Architecture, Enterprise Software, Citrix, Infrastructure, SAN, Active Directory, Servers
Education
University of Szczecin 2001 — 2003
Master's degree, Information Science in Management
University of Szczecin 1998 — 2001
Bachelor's degree, Information Science in Management
Erica Pearson DeCandido Erica Pearson DeCandido's Fusion Advisor Network Experience February 2011 - July 2012
Job Sourcing Manager at Maritz Travel Company
Industry Hospitality
Experience
Maritz Travel Company September 2013 - Present
Fusion Advisor Network February 2011 - July 2012
Society of Hospital Medicine July 2004 - June 2011
Journey Communications 2004 - 2004
On-Site Marketing January 2002 - October 2003
Maritz McGettigan June 2000 - January 2002
Skills
Event Planning, Coordinating Special..., Exhibit Sales and..., Site Selection, Contract Negotiation, Building Relationships, Communication Skills, Meeting Planning, Problem Solving, Budget Reconciliation, Budget Development, Organization, Multitasking Skills, Performs Well Under..., Location Intelligence, Event Management
Education
University of Delaware 1996 — 2000
Bachelor of Science, Hotel Restaurant Management
Maritz Travel Company September 2013 - Present
Fusion Advisor Network February 2011 - July 2012
Society of Hospital Medicine July 2004 - June 2011
Journey Communications 2004 - 2004
On-Site Marketing January 2002 - October 2003
Maritz McGettigan June 2000 - January 2002
Skills
Event Planning, Coordinating Special..., Exhibit Sales and..., Site Selection, Contract Negotiation, Building Relationships, Communication Skills, Meeting Planning, Problem Solving, Budget Reconciliation, Budget Development, Organization, Multitasking Skills, Performs Well Under..., Location Intelligence, Event Management
Education
University of Delaware 1996 — 2000
Bachelor of Science, Hotel Restaurant Management
Price French, RFC®, CLU® Price French, RFC®, CLU®'s Fusion Advisor Network Experience April 2011 - Present
Job Vice President of The Potter Financial Group, Inc.
Industry Financial Services
Experience
The Potter Financial Group, Inc. April 2011 - Present
NFP Advisor Services, LLC April 2011 - Present
Fusion Advisor Network April 2011 - Present
The French Financial Firm July 2003 - April 2011
Skills
Wealth, Financial Advisory, Insurance, Estate Planning, Business Planning, Investments, Risk Management, Employee Benefits, Strategic Financial..., Investment Management, Plannning, Distribution Planning, Protection Planning, Living Benefits, Wealth Transfer Planning
Education
Duke University
Bachelor of Arts (BA)
The Potter Financial Group, Inc. April 2011 - Present
NFP Advisor Services, LLC April 2011 - Present
Fusion Advisor Network April 2011 - Present
The French Financial Firm July 2003 - April 2011
Skills
Wealth, Financial Advisory, Insurance, Estate Planning, Business Planning, Investments, Risk Management, Employee Benefits, Strategic Financial..., Investment Management, Plannning, Distribution Planning, Protection Planning, Living Benefits, Wealth Transfer Planning
Education
Duke University
Bachelor of Arts (BA)
Jonathan McQuade Jonathan McQuade's Fusion Advisor Network Experience December 2009 - August 2012
Job Associate at Lakeview Financial Group
Industry Financial Services
Experience
Lakeview Financial Group January 2014 - Present
The Ensemble Practice July 2012 - October 2013
Fusion Advisor Network December 2009 - August 2012
Charles Schwab May 2009 - September 2009
National Financial Partners May 2007 - January 2009
Hester Capital Management May 2005 - August 2005
Skills
Management Consulting, Human Capital, Investment Advisory..., Financial Advisory, Retirement Planning, Asset Management, Portfolio Management, Investment Advisory
Education
St. Edward's University 2003 — 2007
Bachelor, Finance
Lakeview Financial Group January 2014 - Present
The Ensemble Practice July 2012 - October 2013
Fusion Advisor Network December 2009 - August 2012
Charles Schwab May 2009 - September 2009
National Financial Partners May 2007 - January 2009
Hester Capital Management May 2005 - August 2005
Skills
Management Consulting, Human Capital, Investment Advisory..., Financial Advisory, Retirement Planning, Asset Management, Portfolio Management, Investment Advisory
Education
St. Edward's University 2003 — 2007
Bachelor, Finance
Barry Levy Barry Levy's Fusion Advisor Network Experience 2001 - December 2011
Job Marketing Consultant
Industry Financial Services
Experience
Advisor Focus Consulting January 2012 - Present
Fusion Advisor Network 2001 - December 2011
Allmerica Financial 2000 - 2001
Skills
Marketing Strategy, Strategy, Marketing, Management, Social Media Marketing, Business Coaching, Finance, Investment Advisory, Retirement Planning, Retirement
Education
University of North Carolina at Chapel Hill 1965 — 1968
Bachelor's degree, History
Advisor Focus Consulting January 2012 - Present
Fusion Advisor Network 2001 - December 2011
Allmerica Financial 2000 - 2001
Skills
Marketing Strategy, Strategy, Marketing, Management, Social Media Marketing, Business Coaching, Finance, Investment Advisory, Retirement Planning, Retirement
Education
University of North Carolina at Chapel Hill 1965 — 1968
Bachelor's degree, History
Richard K. Colarossi, CFP®, AIF® Richard K. Colarossi, CFP®, AIF®'s Fusion Advisor Network Experience December 2003 - November 2013
Job CERTIFIED FINANCIAL PLANNER™ Professional
Industry Financial Services
Experience
Colarossi & Williams December 2003 - Present
Fusion Advisor Network December 2003 - November 2013
Allmerica Financial September 1997 - December 2003
Various Long Island Firms September 1986 - September 1997
Skills
Pensions, Strategic Financial..., Investments, Retirement, Portfolio Management, Financial Services, Finance, Accounting, Financial Planners, Tax, Business Planning, Management, IRAs, Public Speaking, Wealth Management, Retirement Planning
Education
Long Island University, C.W. Post Campus 1997 — 1998
Financial Planning Certificate, Financial Planning
NYU School of Continuing and Professional Studies
Behavorial Economics and Finance Theory
SUNY College at Old Westbury
Bachelor of Science, Accounting and Finance
Colarossi & Williams December 2003 - Present
Fusion Advisor Network December 2003 - November 2013
Allmerica Financial September 1997 - December 2003
Various Long Island Firms September 1986 - September 1997
Skills
Pensions, Strategic Financial..., Investments, Retirement, Portfolio Management, Financial Services, Finance, Accounting, Financial Planners, Tax, Business Planning, Management, IRAs, Public Speaking, Wealth Management, Retirement Planning
Education
Long Island University, C.W. Post Campus 1997 — 1998
Financial Planning Certificate, Financial Planning
NYU School of Continuing and Professional Studies
Behavorial Economics and Finance Theory
SUNY College at Old Westbury
Bachelor of Science, Accounting and Finance
Ann Y. Fenwick Ann Y. Fenwick's Fusion Advisor Network Experience 2004 - Present
Job President at Fenwick Financial Services, LLC
Industry Financial Services
Experience
Fusion Advisor Network 2004 - Present
Fusion Financial Group 2004 - Present
Fenwick Financial Services, LLC April 2000 - Present
NFP Securities 2000 - Present
Skills
Series 7, Investments, Asset Management, Asset Allocation, Estate Planning, Equities, Finance, Financial Advisory, Financial Services, Insurance, Mutual Funds, Retirement, Retirement Planning, Securities, Strategic Financial..., Wealth Management
Education
Towson University 1982 — 1986
Fusion Advisor Network 2004 - Present
Fusion Financial Group 2004 - Present
Fenwick Financial Services, LLC April 2000 - Present
NFP Securities 2000 - Present
Skills
Series 7, Investments, Asset Management, Asset Allocation, Estate Planning, Equities, Finance, Financial Advisory, Financial Services, Insurance, Mutual Funds, Retirement, Retirement Planning, Securities, Strategic Financial..., Wealth Management
Education
Towson University 1982 — 1986
Phil Henry's Fusion Advisor Network Experience 2002 - Present
Job President at Henry Wealth Management
Industry Financial Services
Experience
Henry Wealth Management November 2002 - Present
Fusion Advisor Network 2002 - Present
NFP Securities, Inc 2003 - 2012
Allmerica Financial 1983 - 2002
Allmerica Financial (Formerly SMA Financial Services) 1982 - 2002
Skills
Life Insurance, Asset Allocation, Investment Strategies, IRAs, Disability Insurance, Wealth, Portfolio Management, Equities, Wealth Management..., Financial Services, Pensions, Small Business, Risk Management, Succession Planning, Personal Finance, Wealth Management, Investments, Financial Planning, Securities, Retirement Planning
Education
Indiana University of Pennsylvania 1977 — 1981
BS-Marketing and MBA, Business Administration
Wheaton Warrenville HS 1973 — 1977
HS Diploma, College Prep
Henry Wealth Management November 2002 - Present
Fusion Advisor Network 2002 - Present
NFP Securities, Inc 2003 - 2012
Allmerica Financial 1983 - 2002
Allmerica Financial (Formerly SMA Financial Services) 1982 - 2002
Skills
Life Insurance, Asset Allocation, Investment Strategies, IRAs, Disability Insurance, Wealth, Portfolio Management, Equities, Wealth Management..., Financial Services, Pensions, Small Business, Risk Management, Succession Planning, Personal Finance, Wealth Management, Investments, Financial Planning, Securities, Retirement Planning
Education
Indiana University of Pennsylvania 1977 — 1981
BS-Marketing and MBA, Business Administration
Wheaton Warrenville HS 1973 — 1977
HS Diploma, College Prep
Philip Palaveev Philip Palaveev's Fusion Advisor Network Experience June 2008 - July 2012
Job CEO at The Ensemble Practice LLC
Industry Financial Services
Experience
The Ensemble Practice July 2012 - Present
Fusion Advisor Network June 2008 - July 2012
Moss Adams LLP 1999 - 2008
Education
University of Oregon - Charles H. Lundquist College of Business 1997 — 1999
MBA, Finance
American University in Bulgaria 1992 — 1996
BA, Economics
The Ensemble Practice July 2012 - Present
Fusion Advisor Network June 2008 - July 2012
Moss Adams LLP 1999 - 2008
Education
University of Oregon - Charles H. Lundquist College of Business 1997 — 1999
MBA, Finance
American University in Bulgaria 1992 — 1996
BA, Economics
Randi Silverman's Fusion Advisor Network Experience 2003 - 2006
Job Advocate, Keynote Speaker on Child and Adolescent Mental Health, Filmmaker
Industry Mental Health Care
Experience
Illness Productions, LLC 2013 - Present
No Letting Go, The Movie 2013 - Present
Special Education Parent Advocate 2012 - Present
Westchester Parent to Parent Support Group 2010 - Present
Illness, The Movie 2012 - 2013
CHILD-Children Having Individual Life Differences 2008 - 2013
Fusion Advisor Network 2003 - 2006
Cummings & Lockwood 1993 - 1995
Skills
Public Speaking, Community Outreach, Community Engagement, Child Mental Health, Mental Health, Special Education, Parent Education, Screenwriting, Independent Film, Research, Teaching, Nonprofits
Education
Franklin & Marshall College 1983 — 1987
Bachelor's degree
University of Pittsburgh School of Law
Doctor of Law (J.D.), Law
Illness Productions, LLC 2013 - Present
No Letting Go, The Movie 2013 - Present
Special Education Parent Advocate 2012 - Present
Westchester Parent to Parent Support Group 2010 - Present
Illness, The Movie 2012 - 2013
CHILD-Children Having Individual Life Differences 2008 - 2013
Fusion Advisor Network 2003 - 2006
Cummings & Lockwood 1993 - 1995
Skills
Public Speaking, Community Outreach, Community Engagement, Child Mental Health, Mental Health, Special Education, Parent Education, Screenwriting, Independent Film, Research, Teaching, Nonprofits
Education
Franklin & Marshall College 1983 — 1987
Bachelor's degree
University of Pittsburgh School of Law
Doctor of Law (J.D.), Law
Alicia Fryc Alicia Fryc's Fusion Advisor Network Experience 2011 - 2012
Job Regional Business Consultant at Symmetry Partners
Industry Financial Services
Experience
Symmetry Partners 2012 - Present
Fusion Advisor Network 2011 - 2012
MetLife Financial Group of New York 2008 - 2011
MainStay Investments 2006 - 2008
Waddell & Reed 2004 - 2006
Skills
Retirement Planning, Series 7, Series 63, Mutual Funds, Wealth Management, Investment Advisory, Portfolio Management, Risk Management, Investments, Financial Advisory, Finance, Asset Allocation, Securities, Retirement, Asset Management
Education
University of Connecticut 2000 — 2004
Bachelors, Economics
Symmetry Partners 2012 - Present
Fusion Advisor Network 2011 - 2012
MetLife Financial Group of New York 2008 - 2011
MainStay Investments 2006 - 2008
Waddell & Reed 2004 - 2006
Skills
Retirement Planning, Series 7, Series 63, Mutual Funds, Wealth Management, Investment Advisory, Portfolio Management, Risk Management, Investments, Financial Advisory, Finance, Asset Allocation, Securities, Retirement, Asset Management
Education
University of Connecticut 2000 — 2004
Bachelors, Economics
Dan Henry, CLU's Fusion Advisor Network Experience 2003 - Present
Job Partner, Henry Wealth Management, LLC
Industry Financial Services
Experience
Henry Wealth Management, LLC March 2003 - Present
Fusion Advisor Network 2003 - Present
Play It Again Sports 1993 - 2005
Dr. Glass June 1987 - June 1993
Donnelley Directory 1984 - 1987
Skills
Financial Planning, Wealth Management, Long Term Care, Insurance, Series 7, Investments, Retirement Planning
Education
The American College 2009 — 2010
CLU - Chartered Life Underwriter, Life Insruance-Annuities-Disability-Long Term Care
Indiana University of Pennsylvania 1980 — 1984
BS, Business-Marketing
Hampton High School 1978 — 1981
HS Diploma, College Prep
Henry Wealth Management, LLC March 2003 - Present
Fusion Advisor Network 2003 - Present
Play It Again Sports 1993 - 2005
Dr. Glass June 1987 - June 1993
Donnelley Directory 1984 - 1987
Skills
Financial Planning, Wealth Management, Long Term Care, Insurance, Series 7, Investments, Retirement Planning
Education
The American College 2009 — 2010
CLU - Chartered Life Underwriter, Life Insruance-Annuities-Disability-Long Term Care
Indiana University of Pennsylvania 1980 — 1984
BS, Business-Marketing
Hampton High School 1978 — 1981
HS Diploma, College Prep
Charlie Potter, CLU®, ChFC®, AEP®, RFC®, CLTC's Fusion Advisor Network Experience 2008 - Present
Job President at The Potter Financial Group
Industry Financial Services
Experience
Potter Financial Group 1985 - Present
NFP Securities, Inc. June 1998 - Present
Fusion Advisor Network 2008 - Present
Skills
Financial Planners, Long Term Care Insurance, Disability Insurance, Life Insurance, Estate Planning, Retirement Planning, Wealth Management, Insurance Planning, Investments, Business Planning, Strategic Planning, Management, Finance
Education
Saint Peter's University 1963 — 1966
BS, Business
Potter Financial Group 1985 - Present
NFP Securities, Inc. June 1998 - Present
Fusion Advisor Network 2008 - Present
Skills
Financial Planners, Long Term Care Insurance, Disability Insurance, Life Insurance, Estate Planning, Retirement Planning, Wealth Management, Insurance Planning, Investments, Business Planning, Strategic Planning, Management, Finance
Education
Saint Peter's University 1963 — 1966
BS, Business
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