Heritage Strategies, LLC
Description
Address: 135 Crossways Park Dr #402, Woodbury, NY 11797 Phone: (212) 485-1536Place name: : Hours: Category: : : Website: : : : Website: http://www.heritagesllc.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.Add missing informationAdd 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 Heritage Strategies LLC Posting publicly on the Web Write a review Reviews 1 Google review
Heritage Strategies, LLC List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Heritage Strategies, LLC. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Heritage Strategies, LLC Employees
Employee
Years
Job
Industry
Raymond L. Penzi Raymond L. Penzi's Heritage Strategies, LLC Experience January 2012 - Present
Job Vice President, Estate & Business Planning at Heritage Strategies, LLC
Industry Financial Services
Experience
Heritage Strategies, LLC January 2012 - Present
Sidoti & Company, LLC December 2010 - July 2011
Merrill Lynch July 2009 - August 2009
North American Partners in Anesthesia July 2008 - August 2008
Skills
Wealth Management..., FINRA, Equities, Series 7, Series 63, Retirement Planning, Securities, Strategic Planning, Financial Analysis, Financial Advisory, Investments, Wealth, Business Planning, Life Insurance, Risk Management, Estate Planning, Trusts
Education
Fairfield University 2006 — 2010
B.S. in Finance, Minor in Management
Florence University of the Arts 2008 — 2008
Chaminade High School 2002 — 2006
Heritage Strategies, LLC January 2012 - Present
Sidoti & Company, LLC December 2010 - July 2011
Merrill Lynch July 2009 - August 2009
North American Partners in Anesthesia July 2008 - August 2008
Skills
Wealth Management..., FINRA, Equities, Series 7, Series 63, Retirement Planning, Securities, Strategic Planning, Financial Analysis, Financial Advisory, Investments, Wealth, Business Planning, Life Insurance, Risk Management, Estate Planning, Trusts
Education
Fairfield University 2006 — 2010
B.S. in Finance, Minor in Management
Florence University of the Arts 2008 — 2008
Chaminade High School 2002 — 2006
Jennifer Blazevich Jennifer Blazevich's Heritage Strategies, LLC Experience March 2014 - August 2014
Job Executive Assistant
Industry Hospital & Health Care
Experience
Winthrop-University Hospital March 2015 - Present
Heritage Strategies, LLC March 2014 - August 2014
Credit Suisse May 2006 - April 2013
UBS March 2001 - May 2006
JPMorgan Chase & Co. January 1998 - March 2001
Education
Hofstra University 2000 — 2004
Bachelor of Business Administration, Finance
Winthrop-University Hospital March 2015 - Present
Heritage Strategies, LLC March 2014 - August 2014
Credit Suisse May 2006 - April 2013
UBS March 2001 - May 2006
JPMorgan Chase & Co. January 1998 - March 2001
Education
Hofstra University 2000 — 2004
Bachelor of Business Administration, Finance
Alex Shapses Alex Shapses's Heritage Strategies, LLC Experience January 2014 - Present
Job Partner at Heritage Strategies LLC
Industry Insurance
Experience
Heritage Strategies, LLC January 2014 - Present
Institutional Life Services March 2013 - December 2014
Dearborn Capital Partners January 2005 - December 2013
Further Laner Asset Management September 2003 - January 2005
Skills
Life Insurance, Insurance analysis
Education
New York University 2003 — 2005
Certified Financial Planner
Emory University 1999 — 2003
Bachelor's degree, Finance and Organization Management
Heritage Strategies, LLC January 2014 - Present
Institutional Life Services March 2013 - December 2014
Dearborn Capital Partners January 2005 - December 2013
Further Laner Asset Management September 2003 - January 2005
Skills
Life Insurance, Insurance analysis
Education
New York University 2003 — 2005
Certified Financial Planner
Emory University 1999 — 2003
Bachelor's degree, Finance and Organization Management
A Elizabeth Watson, AICP A Elizabeth Watson, AICP's Heritage Strategies, LLC Experience 2009 - Present
Job Principal at Heritage Strategies, LLC
Industry Architecture & Planning
Experience
Heritage Strategies, LLC 2009 - Present
Keep Kent Scenic, Inc. 2015 - 2015
George Washington University September 2012 - December 2013
Eastern Shore Heritage, Inc. May 2002 - 2009
Independent Planning Projects 2000 - 2008
National Endowment for the Humanities September 2005 - November 2005
University of Maryland 2001 - 2003
John Milner Associates 1995 - 2000
University of Virginia September 1995 - December 1998
University of North Carolina at Chapel Hill July 1995 - July 1995
Skills
Facilitation, Technical Editing, Community Planning, Board Development, Fundraising, Land Conservation, Workshop Facilitation, Historic Preservation, Heritage Tourism, Land Use Planning, Community Development, Architectural History, Urban Planning, Cultural Heritage, Non-profits, Regional Planning, Grants, Strategic Planning, Environmental Awareness, Conservation Issues, Program Development, Cultural Resource..., Land Use, Comprehensive Planning, Environmental Planning, Urban, Parks, Site Planning, Grant Writing, Sustainability, Economic Development, Public Participation, Nonprofits, Zoning, Facilitators, Adaptive Reuse, Community Engagement, Placemaking, Urban Redevelopment, Transit-oriented..., Mixed-use, Urban Design, Sustainable Architecture, Sustainable Design, Downtown, Policy, Sustainable Development, Interpretive Planning
Education
Harvard University Graduate School of Design 1993 — 1994
Loeb Fellow '94, Advanced Environmental Design
Penn State University 1975 — 1977
M.R.P., Regional Planning, Historic Preservation
University of Florida 1976 — 1976
Preservation Institute: Nantucket, Historic Preservation
Wake Forest University 1970 — 1974
B.A., History
North Lenoir High School, LaGrange, NC 1966 — 1970
High School
Western Carolina University 1969 — 1969
High School, Principles of Environmental Biology
Heritage Strategies, LLC 2009 - Present
Keep Kent Scenic, Inc. 2015 - 2015
George Washington University September 2012 - December 2013
Eastern Shore Heritage, Inc. May 2002 - 2009
Independent Planning Projects 2000 - 2008
National Endowment for the Humanities September 2005 - November 2005
University of Maryland 2001 - 2003
John Milner Associates 1995 - 2000
University of Virginia September 1995 - December 1998
University of North Carolina at Chapel Hill July 1995 - July 1995
Skills
Facilitation, Technical Editing, Community Planning, Board Development, Fundraising, Land Conservation, Workshop Facilitation, Historic Preservation, Heritage Tourism, Land Use Planning, Community Development, Architectural History, Urban Planning, Cultural Heritage, Non-profits, Regional Planning, Grants, Strategic Planning, Environmental Awareness, Conservation Issues, Program Development, Cultural Resource..., Land Use, Comprehensive Planning, Environmental Planning, Urban, Parks, Site Planning, Grant Writing, Sustainability, Economic Development, Public Participation, Nonprofits, Zoning, Facilitators, Adaptive Reuse, Community Engagement, Placemaking, Urban Redevelopment, Transit-oriented..., Mixed-use, Urban Design, Sustainable Architecture, Sustainable Design, Downtown, Policy, Sustainable Development, Interpretive Planning
Education
Harvard University Graduate School of Design 1993 — 1994
Loeb Fellow '94, Advanced Environmental Design
Penn State University 1975 — 1977
M.R.P., Regional Planning, Historic Preservation
University of Florida 1976 — 1976
Preservation Institute: Nantucket, Historic Preservation
Wake Forest University 1970 — 1974
B.A., History
North Lenoir High School, LaGrange, NC 1966 — 1970
High School
Western Carolina University 1969 — 1969
High School, Principles of Environmental Biology
M. Claire O'Keefe M. Claire O'Keefe's Heritage Strategies, LLC Experience January 2014 - Present
Job Partner at Heritage Strategies LLC
Industry Insurance
Experience
Heritage Strategies LLC January 2014 - Present
Heritage Strategies LLC January 2007 - April 2014
CMR Associates, LLC November 2006 - March 2014
Heritage Strategies, LLC (Then named TJF Planning, Inc., part of Arnone, Lowth, Fanning, etal.) September 2004 - December 2006
Skills
Asset Management, Business Analysis, Portfolio Management, Private Equity, Program Management, New Business Development, Start-ups, Due Diligence, Strategic Financial..., Leadership, Operations Management, Process Improvement, Entrepreneurship, Insurance, Budgets, Business Development, Financial Modeling, Strategy, Business Planning, Executive Management, Business Strategy, Strategic Planning, Mergers & Acquisitions, Investments, Finance, Risk Management, Financial Analysis
Education
Stony Brook University 2005 — 2008
MBA, Finance
Trinity College Camarthen 1996 — 1999
B.A., Education & English
Heritage Strategies LLC January 2014 - Present
Heritage Strategies LLC January 2007 - April 2014
CMR Associates, LLC November 2006 - March 2014
Heritage Strategies, LLC (Then named TJF Planning, Inc., part of Arnone, Lowth, Fanning, etal.) September 2004 - December 2006
Skills
Asset Management, Business Analysis, Portfolio Management, Private Equity, Program Management, New Business Development, Start-ups, Due Diligence, Strategic Financial..., Leadership, Operations Management, Process Improvement, Entrepreneurship, Insurance, Budgets, Business Development, Financial Modeling, Strategy, Business Planning, Executive Management, Business Strategy, Strategic Planning, Mergers & Acquisitions, Investments, Finance, Risk Management, Financial Analysis
Education
Stony Brook University 2005 — 2008
MBA, Finance
Trinity College Camarthen 1996 — 1999
B.A., Education & English
AnnMarie Hwang AnnMarie Hwang's Heritage Strategies, LLC Experience June 2014 - November 2014
Job Student at Touro College Jacob D. Fuchsberg Law Center
Industry Law Practice
Experience
Heritage Strategies, LLC June 2014 - November 2014
Touro Law Center January 2014 - May 2014
Queens District Attorney's Office - Homicide Investigations July 2013 - August 2013
Queens District Attorney's Office - Criminal Court September 2010 - May 2012
Congressman Ackerman's District Office June 2009 - June 2010
Skills
Microsoft Word, Microsoft Office, Microsoft Excel, PowerPoint, InDesign, Illustrator, Lexis, Westlaw
Education
Touro College Jacob D. Fuchsberg Law Center 2012 — 2015
Juris Doctor Candidate
Farmingdale State University of New York 2009 — 2012
Bachelor of Science (BS), Professional Communications Major / English Minor, Magna Cum Laude
Heritage Strategies, LLC June 2014 - November 2014
Touro Law Center January 2014 - May 2014
Queens District Attorney's Office - Homicide Investigations July 2013 - August 2013
Queens District Attorney's Office - Criminal Court September 2010 - May 2012
Congressman Ackerman's District Office June 2009 - June 2010
Skills
Microsoft Word, Microsoft Office, Microsoft Excel, PowerPoint, InDesign, Illustrator, Lexis, Westlaw
Education
Touro College Jacob D. Fuchsberg Law Center 2012 — 2015
Juris Doctor Candidate
Farmingdale State University of New York 2009 — 2012
Bachelor of Science (BS), Professional Communications Major / English Minor, Magna Cum Laude
Thomas J. Fanning, Jr. Thomas J. Fanning, Jr.'s Heritage Strategies, LLC Experience September 2011 - Present
Job Vice President, Estate & Business Planning at Heritage Strategies, LLC
Industry Financial Services
Experience
Heritage Strategies, LLC September 2011 - Present
UBS December 2010 - September 2011
UBS September 2009 - December 2009
Merrill Lynch June 2009 - August 2009
Skills
Estate Planning, Trusts, Business Planning, Life Insurance, Financial Analysis, Investments
Education
Fairfield University 2006 — 2010
B.S. in Finance, Minor in Economics
Chaminade H.S. 2001 — 2005
Heritage Strategies, LLC September 2011 - Present
UBS December 2010 - September 2011
UBS September 2009 - December 2009
Merrill Lynch June 2009 - August 2009
Skills
Estate Planning, Trusts, Business Planning, Life Insurance, Financial Analysis, Investments
Education
Fairfield University 2006 — 2010
B.S. in Finance, Minor in Economics
Chaminade H.S. 2001 — 2005
Krista Schneider Krista Schneider's Heritage Strategies, LLC Experience January 2009 - 2014
Job Executive Director at Downtown Hazleton Alliance for Progress
Industry Architecture & Planning
Experience
Downtown Hazleton Alliance for Progress January 2014 - Present
Center for Landscape Design & Stewardship 2008 - Present
Heritage Strategies, LLC January 2009 - 2014
Barry Isett & Associates, Inc. 2006 - 2013
University of Kentucky August 1998 - June 2002
Skills
Site Plans, Sustainability, Historic Preservation, Landscape Architecture, Non-profits, Comprehensive Planning, Site Planning, Community Development, Community Engagement, Grantsmanship
Education
Harvard University Graduate School of Design 1996 — 1998
MLAUD, Urban Design/Landscape Architecture
Penn State University 1988 — 1992
BSLA, Landscape Architecture
Downtown Hazleton Alliance for Progress January 2014 - Present
Center for Landscape Design & Stewardship 2008 - Present
Heritage Strategies, LLC January 2009 - 2014
Barry Isett & Associates, Inc. 2006 - 2013
University of Kentucky August 1998 - June 2002
Skills
Site Plans, Sustainability, Historic Preservation, Landscape Architecture, Non-profits, Comprehensive Planning, Site Planning, Community Development, Community Engagement, Grantsmanship
Education
Harvard University Graduate School of Design 1996 — 1998
MLAUD, Urban Design/Landscape Architecture
Penn State University 1988 — 1992
BSLA, Landscape Architecture
Elizabeth Sutton's Heritage Strategies, LLC Experience June 2014 - August 2014
Job Field Organizer at Suffolk County Democratic Committee
Industry
Experience
Suffolk County Democratic Committee August 2015 - Present
New York State Assembly June 2015 - July 2015
New York StateWatch January 2015 - May 2015
Together We Rise January 2015 - April 2015
Heritage Strategies, LLC June 2014 - August 2014
Skills
Time Management, Leadership, Facebook, Fundraising, Teamwork, Event Planning, Organization, Microsoft Excel, Microsoft Word, Writing, Spanish, PowerPoint, Customer Satisfaction, Critical Thinking, Management, Customer Service, Sales
Education
University at Albany 2011 — 2015
Bachelor's Degree, Public Policy
Suffolk County Democratic Committee August 2015 - Present
New York State Assembly June 2015 - July 2015
New York StateWatch January 2015 - May 2015
Together We Rise January 2015 - April 2015
Heritage Strategies, LLC June 2014 - August 2014
Skills
Time Management, Leadership, Facebook, Fundraising, Teamwork, Event Planning, Organization, Microsoft Excel, Microsoft Word, Writing, Spanish, PowerPoint, Customer Satisfaction, Critical Thinking, Management, Customer Service, Sales
Education
University at Albany 2011 — 2015
Bachelor's Degree, Public Policy
Ashley Nesi Ashley Nesi's Heritage Strategies, LLC Experience May 2012 - Present
Job Associate at Heritage Strategies, LLC
Industry Investment Management
Experience
Heritage Strategies LLC May 2012 - Present
Wellington Shields Capital Management December 2009 - April 2012
Theory September 2008 - July 2009
Integrated Safety Resources October 2007 - September 2008
State of the Art Enterprises September 2006 - October 2007
Skills
Risk Management, Equities, Estate Planning, Financial Advisory, Leadership, Trusts, Asset Management, Valuation, Financial Modeling, Investment Advisory, Investments, Due Diligence
Education
Lehigh University 2002 — 2006
BA, Journalism
Heritage Strategies LLC May 2012 - Present
Wellington Shields Capital Management December 2009 - April 2012
Theory September 2008 - July 2009
Integrated Safety Resources October 2007 - September 2008
State of the Art Enterprises September 2006 - October 2007
Skills
Risk Management, Equities, Estate Planning, Financial Advisory, Leadership, Trusts, Asset Management, Valuation, Financial Modeling, Investment Advisory, Investments, Due Diligence
Education
Lehigh University 2002 — 2006
BA, Journalism
Thomas J. Fanning, Sr. Thomas J. Fanning, Sr.'s Heritage Strategies, LLC Experience 2009 - Present
Job CoManaging Partner at Heritage Solutions LLC
Industry Insurance
Experience
Roar Beverages, LLC 2012 - Present
BFF Town Creek, LLC 2011 - Present
BFF Holdings, LLC 2011 - Present
Cambridge Equities, LLC 2011 - Present
Vesta Rincon, LLC 2011 - Present
Heritage Solutions LLC January 2009 - Present
Heritage Strategies, LLC 2009 - Present
Sterling Heritage Partners, LLC 2009 - Present
F&F Ventures, LLC 2009 - Present
TJF Planning, Inc. 2002 - Present
Skills
Estate Planning, Life Insurance, Strategic Planning, Investments, Management, Risk Management, Leadership, Financial Services, Equities, Valuation, Finance, Financial Advisory, Project Planning
Education
Fairfield University 1974 — 1978
Roar Beverages, LLC 2012 - Present
BFF Town Creek, LLC 2011 - Present
BFF Holdings, LLC 2011 - Present
Cambridge Equities, LLC 2011 - Present
Vesta Rincon, LLC 2011 - Present
Heritage Solutions LLC January 2009 - Present
Heritage Strategies, LLC 2009 - Present
Sterling Heritage Partners, LLC 2009 - Present
F&F Ventures, LLC 2009 - Present
TJF Planning, Inc. 2002 - Present
Skills
Estate Planning, Life Insurance, Strategic Planning, Investments, Management, Risk Management, Leadership, Financial Services, Equities, Valuation, Finance, Financial Advisory, Project Planning
Education
Fairfield University 1974 — 1978
Jeffrey Gallo, CLU, CEP's Heritage Strategies, LLC Experience January 2009 - July 2013
Job Founder at Heritage Preservation Group
Industry Insurance
Experience
Heritage Preservation Group (HPG) August 2013 - Present
Heritage Strategies, LLC January 2009 - July 2013
Arnone, Lowth, & Fanning September 2003 - January 2009
Skills
Asset Management, Business Development, Business Planning, Disability Insurance, Entrepreneurship, Estate Law, Estate Planning, Financial Analysis, High Net Worth..., Insurance, Leadership, Leadership Development, Life Insurance, Management, Retirement, Retirement Planning, Strategic Planning, Risk Management, Sales Management, Start-ups, Trusts, Underwriting
Education
United States Military Academy at West Point 1997 — 2001
Shenedehowa
The American College
Chartered Life Underwriter, Life Insurance and Estate Planning
Heritage Preservation Group (HPG) August 2013 - Present
Heritage Strategies, LLC January 2009 - July 2013
Arnone, Lowth, & Fanning September 2003 - January 2009
Skills
Asset Management, Business Development, Business Planning, Disability Insurance, Entrepreneurship, Estate Law, Estate Planning, Financial Analysis, High Net Worth..., Insurance, Leadership, Leadership Development, Life Insurance, Management, Retirement, Retirement Planning, Strategic Planning, Risk Management, Sales Management, Start-ups, Trusts, Underwriting
Education
United States Military Academy at West Point 1997 — 2001
Shenedehowa
The American College
Chartered Life Underwriter, Life Insurance and Estate Planning
Adrien J. Borovina's Heritage Strategies, LLC Experience 2010 - 2011
Job Associate Account Representative at Mutual of America Securites Corporation
Industry Financial Services
Experience
Mutual of America Securities LLC October 2011 - Present
Heritage Strategies, LLC 2010 - 2011
ESPN June 2008 - August 2008
Skills
Investments, Retirement Planning, PowerPoint
Education
Providence College 2005 — 2009
BS, Finance
Mutual of America Securities LLC October 2011 - Present
Heritage Strategies, LLC 2010 - 2011
ESPN June 2008 - August 2008
Skills
Investments, Retirement Planning, PowerPoint
Education
Providence College 2005 — 2009
BS, Finance
Diane Carnesi's Heritage Strategies, LLC Experience October 2008 - Present
Job Director of Underwriting at Heritage Strategies, LLC
Industry Insurance
Experience
Heritage Strategies, LLC October 2008 - Present
Arnone, Lowth, Wilson & Leibowitz April 2002 - October 2008
Skills
Insurance, Microsoft Office, Microsoft Word, PowerPoint, Underwriting, Reinsurance, Microsoft Excel, Outlook, Life Insurance
Education
Nassau Community College 1997 — 1999
Associate of Arts and Sciences (A.A.S.), Business Administration and Management, General
Oyster Bay High School 1989 — 1993
Heritage Strategies, LLC October 2008 - Present
Arnone, Lowth, Wilson & Leibowitz April 2002 - October 2008
Skills
Insurance, Microsoft Office, Microsoft Word, PowerPoint, Underwriting, Reinsurance, Microsoft Excel, Outlook, Life Insurance
Education
Nassau Community College 1997 — 1999
Associate of Arts and Sciences (A.A.S.), Business Administration and Management, General
Oyster Bay High School 1989 — 1993
James R. Fitzgerald's Heritage Strategies, LLC Experience January 2009 - Present
Job Managing Member at Heritage Strategies, LLC
Industry Real Estate
Experience
Heritage Strategies, LLC January 2009 - Present
Roar Beverages, LLC 2012 - Present
Heritage Solutions, LLC January 2009 - Present
F&F Ventures,LLC January 2009 - Present
Skills
Strategic Planning, Investments, Negotiation, New Business Development, Real Estate, Commercial Real Estate, Portfolio Management, Strategic Partnerships, Finance, Valuation, Leadership
Education
St John's University 1967 — 1971
Bachelor of Arts (B.A.), Mathematics
St. John's University
Heritage Strategies, LLC January 2009 - Present
Roar Beverages, LLC 2012 - Present
Heritage Solutions, LLC January 2009 - Present
F&F Ventures,LLC January 2009 - Present
Skills
Strategic Planning, Investments, Negotiation, New Business Development, Real Estate, Commercial Real Estate, Portfolio Management, Strategic Partnerships, Finance, Valuation, Leadership
Education
St John's University 1967 — 1971
Bachelor of Arts (B.A.), Mathematics
St. John's University