International Planning Alliance, LLC
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International Planning Alliance, LLC Employees
Employee
Years
Job
Industry
Sean Price Sean Price's International Planning Alliance, LLC Experience June 2014 - August 2014
Job German Financial Analyst at Bloomberg LP
Industry Marketing and Advertising
Experience
Bloomberg LP February 2015 - Present
German American Chamber of Commerce, Inc. September 2014 - November 2014
Union Volkswagen June 2014 - August 2014
International Planning Alliance, LLC June 2014 - August 2014
The College of New Jersey August 2013 - May 2014
The College of New Jersey August 2012 - December 2012
University of Bonn February 2011 - July 2011
Congress-Bundestag Youth Exchange for Young Professionals Fellowship Program July 2010 - July 2011
Skills
Microsoft Office, SPSS, SAS, Microsoft Excel, Marketing, Leadership, Microsoft Word, PowerPoint, Public Speaking, Research
Education
The College of New Jersey 2012 — 2014
Bachelor's Degree, Business Administration (Marketing)
Union County College 2009 — 2012
Associate's Degree, Business, 3.98
Bloomberg LP February 2015 - Present
German American Chamber of Commerce, Inc. September 2014 - November 2014
Union Volkswagen June 2014 - August 2014
International Planning Alliance, LLC June 2014 - August 2014
The College of New Jersey August 2013 - May 2014
The College of New Jersey August 2012 - December 2012
University of Bonn February 2011 - July 2011
Congress-Bundestag Youth Exchange for Young Professionals Fellowship Program July 2010 - July 2011
Skills
Microsoft Office, SPSS, SAS, Microsoft Excel, Marketing, Leadership, Microsoft Word, PowerPoint, Public Speaking, Research
Education
The College of New Jersey 2012 — 2014
Bachelor's Degree, Business Administration (Marketing)
Union County College 2009 — 2012
Associate's Degree, Business, 3.98
Aurelia Baker Aurelia Baker's International Planning Alliance, LLC Experience April 2012 - September 2012
Job Drexel University LeBow Business Graduate
Industry Financial Services
Experience
Landmark Americana University City September 2011 - January 2015
Colonial Volkswgen & Colonal Subaru April 2014 - September 2014
Twin Oaks Real Estate Development Company, LLC. April 2013 - September 2013
International Planning Alliance, LLC April 2012 - September 2012
Institute for Entrepreneurial Leadership (IFEL) June 2011 - August 2011
Skills
PowerPoint, Photoshop, Microsoft Word, Facebook, Windows, Mac, Microsoft Excel, Microsoft Office, Nonprofits, Windows 7, Mac OS, Mac OS X, Painting, Drawing, Photography, Mixed Media, Social Media Marketing, Social Media, Marketing, Social Networking, Leadership, CRM, QuickBooks
Education
Drexel University - College of Business and Administration 2010 — 2015
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Summit Senior High School Summit, NJ 2006 — 2010
American School of Business
Life and Health Pre-Licensed, Financial Planning and Services
Landmark Americana University City September 2011 - January 2015
Colonial Volkswgen & Colonal Subaru April 2014 - September 2014
Twin Oaks Real Estate Development Company, LLC. April 2013 - September 2013
International Planning Alliance, LLC April 2012 - September 2012
Institute for Entrepreneurial Leadership (IFEL) June 2011 - August 2011
Skills
PowerPoint, Photoshop, Microsoft Word, Facebook, Windows, Mac, Microsoft Excel, Microsoft Office, Nonprofits, Windows 7, Mac OS, Mac OS X, Painting, Drawing, Photography, Mixed Media, Social Media Marketing, Social Media, Marketing, Social Networking, Leadership, CRM, QuickBooks
Education
Drexel University - College of Business and Administration 2010 — 2015
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Summit Senior High School Summit, NJ 2006 — 2010
American School of Business
Life and Health Pre-Licensed, Financial Planning and Services
Nick Macri Nick Macri's International Planning Alliance, LLC Experience June 2015 - Present
Job Financial Services at International Planning Alliance
Industry Financial Services
Experience
International Planning Alliance, LLC June 2015 - Present
The College of New Jersey August 2012 - Present
Congressman Rodney Frelinghuysen, NJ 11th Congressional District August 2014 - September 2014
Anthony J. Macri, Attorney at Law December 2012 - July 2014
Morris County Superior Court May 2013 - August 2013
Skills
Public Speaking, Leadership, Financial Planning, Health Insurance, Life Insurance, Business Relationship..., Academic Research, Legal Writing, Appeals, Courts, Legal Research, Microsoft Office, Criminal Law, Entrepreneurship, Personal Finance, Writing, Spanish, General Office Work, Travel, Microsoft Word, PowerPoint, Microsoft Excel, Customer Service
Education
The College of New Jersey 2012 — 2016
Bachelor of Arts (B.A.), International Studies, Political Science
Universitat Pompeu Fabra 2014 — 2014
Legal Honors Studies Program
Randolph High School 2008 — 2012
High School Diploma
International Planning Alliance, LLC June 2015 - Present
The College of New Jersey August 2012 - Present
Congressman Rodney Frelinghuysen, NJ 11th Congressional District August 2014 - September 2014
Anthony J. Macri, Attorney at Law December 2012 - July 2014
Morris County Superior Court May 2013 - August 2013
Skills
Public Speaking, Leadership, Financial Planning, Health Insurance, Life Insurance, Business Relationship..., Academic Research, Legal Writing, Appeals, Courts, Legal Research, Microsoft Office, Criminal Law, Entrepreneurship, Personal Finance, Writing, Spanish, General Office Work, Travel, Microsoft Word, PowerPoint, Microsoft Excel, Customer Service
Education
The College of New Jersey 2012 — 2016
Bachelor of Arts (B.A.), International Studies, Political Science
Universitat Pompeu Fabra 2014 — 2014
Legal Honors Studies Program
Randolph High School 2008 — 2012
High School Diploma
Caroline Strickland Caroline Strickland's International Planning Alliance, LLC Experience January 2015 - Present
Job Student at Seton Hall University
Industry Financial Services
Experience
International Planning Alliance, LLC January 2015 - Present
Luxe Apothetique September 2013 - March 2014
Skills
Microsoft Word, PowerPoint, Microsoft Office, Microsoft Excel, Public Speaking, Teamwork, Time Management, Social Media, Social Networking, Research, Leadership, Facebook, Event Planning
Education
Seton Hall University 2014 — 2018
Economics and Finance, Freshman
International Planning Alliance, LLC January 2015 - Present
Luxe Apothetique September 2013 - March 2014
Skills
Microsoft Word, PowerPoint, Microsoft Office, Microsoft Excel, Public Speaking, Teamwork, Time Management, Social Media, Social Networking, Research, Leadership, Facebook, Event Planning
Education
Seton Hall University 2014 — 2018
Economics and Finance, Freshman
Richard Machado Richard Machado's International Planning Alliance, LLC Experience August 2015 - Present
Job Life Brokerage, The Guardian
Industry Insurance
Experience
International Planning Alliance, LLC August 2015 - Present
The Guardian Life Insurance Co. August 2013 - August 2015
Insure-co, LLC March 2011 - July 2013
The Producers Group October 2008 - February 2011
Lincoln Financial Distributors April 2004 - October 2008
Skills
Life Insurance, Insurance, Retirement Planning, Estate Planning, Strategic Financial..., Brokers, Term Life Insurance, Financial Services, Sales, Universal Life, Whole Life
Education
NYU
BA
International Planning Alliance, LLC August 2015 - Present
The Guardian Life Insurance Co. August 2013 - August 2015
Insure-co, LLC March 2011 - July 2013
The Producers Group October 2008 - February 2011
Lincoln Financial Distributors April 2004 - October 2008
Skills
Life Insurance, Insurance, Retirement Planning, Estate Planning, Strategic Financial..., Brokers, Term Life Insurance, Financial Services, Sales, Universal Life, Whole Life
Education
NYU
BA
William B. Gundrum, III William B. Gundrum, III's International Planning Alliance, LLC Experience January 2001 - March 2003
Job Managing Principal at Pinnacle Retirement Consultants, LLC
Industry Financial Services
Experience
Pinnacle Retirement Consultants, LLC July 2010 - Present
Summit Financial Resources, Inc. March 2009 - June 2010
Morgan Stanley March 2006 - March 2009
Retirement Strategies Group, LLC March 2003 - February 2006
International Planning Alliance, LLC January 2001 - March 2003
Concepts In Financial Planning, Inc. June 1983 - December 2000
CIGNA Corporation October 1978 - May 1983
Skills
Retirement Plan..., Wealth Preservation..., Relationship..., Financial Structuring, Asset Protection, Money Management, Strategic..., Training & Education, Corporate Benefit..., Risk Mitigation, Portfolio Management, Communication Skills, Series 7 - General..., Series 63 - Uniform..., Series 65 - State..., Life & Health Insurance..., Asset Allocation, Investments, Mutual Funds, Financial Advisory, Risk Management, Retirement Planning, Estate Planning, Strategic Financial..., Retirement, High Net Worth..., Wealth Management, Investment Advisory, Business Planning, Financial Planning, Insurance, Wealth, Finance
Education
The Citadel 1971 — 1975
BS, Business Administration
Westfield High School 1968 — 1971
College Prep
Pinnacle Retirement Consultants, LLC July 2010 - Present
Summit Financial Resources, Inc. March 2009 - June 2010
Morgan Stanley March 2006 - March 2009
Retirement Strategies Group, LLC March 2003 - February 2006
International Planning Alliance, LLC January 2001 - March 2003
Concepts In Financial Planning, Inc. June 1983 - December 2000
CIGNA Corporation October 1978 - May 1983
Skills
Retirement Plan..., Wealth Preservation..., Relationship..., Financial Structuring, Asset Protection, Money Management, Strategic..., Training & Education, Corporate Benefit..., Risk Mitigation, Portfolio Management, Communication Skills, Series 7 - General..., Series 63 - Uniform..., Series 65 - State..., Life & Health Insurance..., Asset Allocation, Investments, Mutual Funds, Financial Advisory, Risk Management, Retirement Planning, Estate Planning, Strategic Financial..., Retirement, High Net Worth..., Wealth Management, Investment Advisory, Business Planning, Financial Planning, Insurance, Wealth, Finance
Education
The Citadel 1971 — 1975
BS, Business Administration
Westfield High School 1968 — 1971
College Prep
Leslie Streitfeld Leslie Streitfeld's International Planning Alliance, LLC Experience March 2004 - October 2013
Job Financial Advisor at RubinGoldman and Associates
Industry Financial Services
Experience
RubinGoldman and Associates October 2013 - Present
International Planning Alliance, LLC March 2004 - October 2013
Northwestern Mutual December 1999 - March 2004
Minnesota Life November 1998 - December 1999
Wharton Financial Group April 1995 - November 1998
Security Mutual Life April 1995 - November 1998
MassMutual Financial Group September 1994 - May 1995
Prudential Financial July 1991 - September 1994
Skills
Retirement Planning, Disability Insurance, Life Insurance, Long-term Care, Insurance, Strategic Financial..., Fixed Annuities, Investments, Financial Services, Retirement, Long Term Care Insurance, IRAs, Securities, High Net Worth..., Estate Planning, Employee Benefits, 401k, Roth IRA, Universal Life, Health Insurance, Series 63, Investment Advisory, College Savings Plans, Education Funding, Buy-sell Agreements, Underwriting, Financial Planners, Financial Advisory, Series 7, Wealth Management, Life & Health Insurance..., Estate Tax Planning, Mutual Funds, Asset Management, Term Life Insurance, Wealth Accumulation, Series 6, Indexed Annuities, Portfolio Management, 529 Plans, Succession Planning, Property & Casualty..., Wealth, Finance, Whole Life, Retirement Plan..., 401k Rollovers, Business Planning, Asset Managment, Financial Goals
Education
The American College 1995 — 1996
Certified Life Underwriter (CLU), Chartered Financial Consultant (ChFC)
Temple University 1975 — 1978
Advertising and Public Relations
George Washington High School 1969 — 1975
High School
RubinGoldman and Associates October 2013 - Present
International Planning Alliance, LLC March 2004 - October 2013
Northwestern Mutual December 1999 - March 2004
Minnesota Life November 1998 - December 1999
Wharton Financial Group April 1995 - November 1998
Security Mutual Life April 1995 - November 1998
MassMutual Financial Group September 1994 - May 1995
Prudential Financial July 1991 - September 1994
Skills
Retirement Planning, Disability Insurance, Life Insurance, Long-term Care, Insurance, Strategic Financial..., Fixed Annuities, Investments, Financial Services, Retirement, Long Term Care Insurance, IRAs, Securities, High Net Worth..., Estate Planning, Employee Benefits, 401k, Roth IRA, Universal Life, Health Insurance, Series 63, Investment Advisory, College Savings Plans, Education Funding, Buy-sell Agreements, Underwriting, Financial Planners, Financial Advisory, Series 7, Wealth Management, Life & Health Insurance..., Estate Tax Planning, Mutual Funds, Asset Management, Term Life Insurance, Wealth Accumulation, Series 6, Indexed Annuities, Portfolio Management, 529 Plans, Succession Planning, Property & Casualty..., Wealth, Finance, Whole Life, Retirement Plan..., 401k Rollovers, Business Planning, Asset Managment, Financial Goals
Education
The American College 1995 — 1996
Certified Life Underwriter (CLU), Chartered Financial Consultant (ChFC)
Temple University 1975 — 1978
Advertising and Public Relations
George Washington High School 1969 — 1975
High School
Christopher Fiore's International Planning Alliance, LLC Experience May 2014 - December 2014
Job Telecommunications Billing and Budgeting Analyst at Konica Minolta Business Solutions U.S.A., Inc.
Industry Financial Services
Experience
Konica Minolta Business Solutions U.S.A., Inc. June 2015 - August 2015
Montclair State University Recreation Center August 2012 - May 2015
International Planning Alliance, LLC May 2014 - December 2014
Top Shelf Marketing Corp. June 2013 - August 2013
Turner-Busch Inc. June 2012 - August 2012
Skills
Work Very Well with..., Great communications..., Cpr Certified, Microsoft Office, MS Excel Pivot Tables, Hardworking, Financial Analysis, Leadership, Time Management, Microsoft Word, PowerPoint, Public Speaking, Research, Social Media, Social Networking, Customer Service, Microsoft Excel, Communication, Teamwork
Education
Montclair State University 2011 — 2015
Bachelor of Science (BS), Business Administration; Concentration: Finance, 3.23 GPA
Konica Minolta Business Solutions U.S.A., Inc. June 2015 - August 2015
Montclair State University Recreation Center August 2012 - May 2015
International Planning Alliance, LLC May 2014 - December 2014
Top Shelf Marketing Corp. June 2013 - August 2013
Turner-Busch Inc. June 2012 - August 2012
Skills
Work Very Well with..., Great communications..., Cpr Certified, Microsoft Office, MS Excel Pivot Tables, Hardworking, Financial Analysis, Leadership, Time Management, Microsoft Word, PowerPoint, Public Speaking, Research, Social Media, Social Networking, Customer Service, Microsoft Excel, Communication, Teamwork
Education
Montclair State University 2011 — 2015
Bachelor of Science (BS), Business Administration; Concentration: Finance, 3.23 GPA
D. Jeremy Pugliese D. Jeremy Pugliese's International Planning Alliance, LLC Experience March 2015 - Present
Job Jeremy is an exceptional financial practitioner. His role as a fiduciary is paramount in working with his clients.
Industry Wholesale
Experience
International Planning Alliance, LLC March 2015 - Present
D&J Distributors June 1998 - March 2015
Skills
Wholesale, Sales Management, New Business Development, Negotiation, Purchasing, Pricing, Trade Shows, Sales, Cold Calling, Retail, Forecasting, Merchandising, Outside Sales, Customer Service, Sales Operations, Account Management, Contract Negotiation, Strategic Planning, Management, Team Building
Education
Landmark Education
Ulster County Community College
Business Administration and Management, General
International Planning Alliance, LLC March 2015 - Present
D&J Distributors June 1998 - March 2015
Skills
Wholesale, Sales Management, New Business Development, Negotiation, Purchasing, Pricing, Trade Shows, Sales, Cold Calling, Retail, Forecasting, Merchandising, Outside Sales, Customer Service, Sales Operations, Account Management, Contract Negotiation, Strategic Planning, Management, Team Building
Education
Landmark Education
Ulster County Community College
Business Administration and Management, General
Howard Wiener Howard Wiener's International Planning Alliance, LLC Experience July 2015 - Present
Job Financial Representative at International Planning Alliance, LLC
Industry Financial Services
Experience
International Planning Alliance, LLC July 2015 - Present
New York Life Insurance Company September 2013 - July 2015
Jay Import Co., Inc. November 2005 - September 2013
Rephen Law Firm 2002 - 2005
Skills
Sales, Customer Service, Life Insurance, Retirement, Term Life Insurance, Permanent Life Insurance, Retirement Planning, 401k Rollovers, Annuity Sales, Asset Protection, Key Person Protection, Multi-Generational..., Multi-Generational..., Protection Planning/..., Small Business, Succession Planning, Licensed in Long Term..., Multi-generational..., Multi-generational..., Estate Planning
Education
University of Phoenix 2009 — 2012
Bachelor of Science, Business Administration
Penn State University
Shor Yoshuv Institute
International Planning Alliance, LLC July 2015 - Present
New York Life Insurance Company September 2013 - July 2015
Jay Import Co., Inc. November 2005 - September 2013
Rephen Law Firm 2002 - 2005
Skills
Sales, Customer Service, Life Insurance, Retirement, Term Life Insurance, Permanent Life Insurance, Retirement Planning, 401k Rollovers, Annuity Sales, Asset Protection, Key Person Protection, Multi-Generational..., Multi-Generational..., Protection Planning/..., Small Business, Succession Planning, Licensed in Long Term..., Multi-generational..., Multi-generational..., Estate Planning
Education
University of Phoenix 2009 — 2012
Bachelor of Science, Business Administration
Penn State University
Shor Yoshuv Institute
Anthony Pascazio, CLU, AIF® Anthony Pascazio, CLU, AIF®'s International Planning Alliance, LLC Experience January 1999 - March 2004
Job Managing Member at Reedmark Advisors, LLC
Industry Human Resources
Experience
Reedmark Advisors, LLC & Unicorn Benefit Services January 2015 - Present
Reedmark Advisors, LLC January 2015 - Present
Unicorn HRO June 2013 - Present
SF Advisors, LLC. September 2012 - June 2013
Solenture, Inc. March 2004 - September 2012
International Planning Alliance LLC. January 1999 - March 2004
Skills
Investment Advisory, 401k, Retirement Planning, Retirement, Wealth Management, Insurance, Strategic Financial..., Pensions, Estate Planning, Employee Benefits, Investment Management, Financial Planning, Investments, Financial Advisory, Defined Benefit, Asset Management, Executive Pay, High Net Worth..., Business Development, Finance, Business Strategy, Financial Services, Benefits Administration, Wealth
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2007 — 2007
AIF, Accredited Investment Fiduciary
American College 1989 — 2002
CLU, Financial & Employee Benefit Law
The College of New Jersey 1968 — 1972
BS, Business Administration, Economics
Reedmark Advisors, LLC & Unicorn Benefit Services January 2015 - Present
Reedmark Advisors, LLC January 2015 - Present
Unicorn HRO June 2013 - Present
SF Advisors, LLC. September 2012 - June 2013
Solenture, Inc. March 2004 - September 2012
International Planning Alliance LLC. January 1999 - March 2004
Skills
Investment Advisory, 401k, Retirement Planning, Retirement, Wealth Management, Insurance, Strategic Financial..., Pensions, Estate Planning, Employee Benefits, Investment Management, Financial Planning, Investments, Financial Advisory, Defined Benefit, Asset Management, Executive Pay, High Net Worth..., Business Development, Finance, Business Strategy, Financial Services, Benefits Administration, Wealth
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2007 — 2007
AIF, Accredited Investment Fiduciary
American College 1989 — 2002
CLU, Financial & Employee Benefit Law
The College of New Jersey 1968 — 1972
BS, Business Administration, Economics
Paul Saks, CFP®'s International Planning Alliance, LLC Experience March 1989 - Present
Job CERTIFIED FINANCIAL PLANNERTM at International Planning Alliance, LLC
Industry Financial Services
Experience
International Planning Alliance, LLC March 1989 - Present
Education
Hobart and William Smith Colleges 1977 — 1980
International Planning Alliance, LLC March 1989 - Present
Education
Hobart and William Smith Colleges 1977 — 1980
Elizabeth Coulson's International Planning Alliance, LLC Experience 2005 - 2006
Job Insurance Professional
Industry Insurance
Experience
InsMed Insurance Agency Inc. 2006 - 2008
International Planning Alliance, LLC 2005 - 2006
Benisch & CO 2003 - 2005
Wachovia Insurance Services 2002 - 2003
Education
Caldwell University
Bachelor of Arts (BA), Psychology
InsMed Insurance Agency Inc. 2006 - 2008
International Planning Alliance, LLC 2005 - 2006
Benisch & CO 2003 - 2005
Wachovia Insurance Services 2002 - 2003
Education
Caldwell University
Bachelor of Arts (BA), Psychology
Salvatore Petruzzellis's International Planning Alliance, LLC Experience May 1976 - Present
Job Financial Advisor at Park Avenue Securities
Industry Financial Services
Experience
International Planning Alliance, LLC May 1976 - Present
Education
Lafayette College 1967 — 1971
Bachelor of Science (BS), Electrical and Electronics Engineering
The American College
CLU, ChFC
International Planning Alliance, LLC May 1976 - Present
Education
Lafayette College 1967 — 1971
Bachelor of Science (BS), Electrical and Electronics Engineering
The American College
CLU, ChFC
Ari Renov's International Planning Alliance, LLC Experience August 2013 - Present
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
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
Frank DeBenedetto's International Planning Alliance, LLC Experience 1999 - 2004
Job CEO: Cloud Services | Managed IT Services | Managed Security | Hosted VoIP
Industry Information Technology and Services
Experience
Two River Technology Group, LLC January 2004 - Present
International Planning Alliance, LLC 1999 - 2004
Skills
Cloud Computing, Managed Services, Managed Security..., Hosted Voice, Network Security, SaaS, New Business Development, Entrepreneurship, Business Strategy, Start-ups, Business Development, Solution Selling, Strategy, Strategic Partnerships, Enterprise Software, Marketing Strategy, Management, Strategic Planning, Consulting, Disaster Recovery
Education
Rutgers, The State University of New Jersey-New Brunswick 1989 — 1994
BS, Mechanical Engineering
The American College
Chartered Financial Consultant, Insurance
The American College
Chartered Life Underwriter, Insurance
Middletown High School North 1986 — 1989
Two River Technology Group, LLC January 2004 - Present
International Planning Alliance, LLC 1999 - 2004
Skills
Cloud Computing, Managed Services, Managed Security..., Hosted Voice, Network Security, SaaS, New Business Development, Entrepreneurship, Business Strategy, Start-ups, Business Development, Solution Selling, Strategy, Strategic Partnerships, Enterprise Software, Marketing Strategy, Management, Strategic Planning, Consulting, Disaster Recovery
Education
Rutgers, The State University of New Jersey-New Brunswick 1989 — 1994
BS, Mechanical Engineering
The American College
Chartered Financial Consultant, Insurance
The American College
Chartered Life Underwriter, Insurance
Middletown High School North 1986 — 1989