Krasney Financial LLC
Address: 5 Cold Hill Rd S # 15, Mendham, NJ 07945 Phone: (973) 543-6660Website: Hours: : : : Place name: : : Category: : Website: http://www.krasneyfinancial.com/ 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. · Own this business?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 Krasney Financial Inc Posting publicly on the Web Write a review Reviews Be the first to review
Krasney Financial LLC List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Krasney Financial LLC. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Krasney Financial LLC Employees
The Blackstone Group/GSO Capital Partners October 2014 - Present
NorthPoint Compliance LLC October 2012 - October 2014
Krasney Financial, LLC December 2010 - October 2012
Bank of America June 2010 - November 2010
Investors Savings Bank March 2009 - June 2010
Skills
Banking, Securities, Financial Services, Training, Risk Management, Investments, Strategic Planning, Process Improvement, Operations Management, Customer Service, Leadership, Management, FINRA, Asset Management, Compliance, Client Services, Process Management, CRM, Finance, Customer Relations, Change Management, Business Process, Policy, Strategic Financial...
Education
Columbia University in the City of New York 2014 — 2015
Certification of Professional Achievement: Business (Finance Concentration), Banking, Corporate, Finance, and Securities Law, 3.8 GPA
University of Phoenix 2008 — 2011
Bachelor of Science, Business, Management Concentration
Rider University 2006 — 2008
Voice Performance and Musical Theater
JTHS
JTHS
Krasney Financial LLC October 2013 - Present
Fidelity Investments July 2011 - September 2013
Fidelity Investments May 2010 - June 2011
Fidelity Investments September 2008 - April 2010
Skills
Certified Financial..., Investments, Investment Advisory, FINRA, Finance, Retirement Planning, Wealth Management, Investment Management, Financial Advisory, Securities
Education
Bucknell University 2004 — 2008
Bachelor of Arts (BA), Economics
AIB December 2013 - Present
Krasney Financial LLC May 2013 - December 2013
Merrill Lynch May 2012 - August 2012
Camp Future Stars June 2011 - August 2011
Fairmount Country Club May 2004 - August 2010
Skills
Salesforce.com, PowerPoint, Time Management, Public Speaking, Event Planning, Microsoft Office, Sales, Microsoft Excel, Research, Spanish, Community Outreach, Social Media, Higher Education, Creative Writing, Microsoft Word, Junxure, iRebal, Portfolio Center, Financeware, Money Guide Pro, Statistics, Editing, Data Entry
Education
Lynchburg College 2009 — 2013
Bachelor of Arts (B.A.), Political Science/ Business Administration
The Investment Connection 2014 - Present
Brookner Law Offices LLC 2014 - Present
Condor Capital Wealth Management 1998 - 2013
Krasney Financial LLC 1997 - 1997
RegentAtlantic Capital, LLC (fomerly EB Advisory) 1994 - 1996
Education
Syracuse University College of Law 1990 — 1993
Doctor of Law (JD), Law
Lafayette College 1985 — 1989
Bachelor of Arts (B.A.), Economics
Krasney Financial LLC October 2012 - Present
Krasney Financial LLC July 2010 - October 2012
Krasney Financial LLC June 2007 - June 2010
TD Bank August 2003 - May 2007
Skills
Investments, Wealth Management, Investment Advisory, Asset Managment, Portfolio Management, Securities, Mutual Funds, Strategic Financial..., Financial Services, Analysis, Retirement Planning, Financial Advisory, Retirement, Asset Allocation, Investment Management, Financial Planning
Education
Fairleigh Dickinson University 2011 — 2014
MBA, Management Information Systems
Fairleigh Dickinson University 2003 — 2007
BS, Finance
Krasney Financial LLC April 2013 - Present
HSBC Wealth Management October 2012 - April 2013
TD Ameritrade May 2005 - February 2012
Hamilton Equity May 2003 - May 2005
TD Ameritrade October 1999 - May 2003
Skills
Series 7, Series 63, Series 66, Mutual Funds, Uniform Combined State..., series 8, series 9, Life Insurance, Retirement Planning, Asset Allocation, Series 24, Securities, FINRA, Finance, Leadership, Sales, Retirement, Wealth Management, Risk Management, Portfolio Management, Management, Financial Advisory, Investment Advisory, Fixed Income, Loans, Recruiting, ETFs, Investments, Financial Services, Series 65, Equities, Options, Investment Strategies, Strategic Financial..., Alternative Investments, Asset Management, Relationship Management, Trading, 401k, Investment Management, Bonds, Wealth Management..., IRAs, Estate Planning, Wealth, Mortgage Lending, Financial Markets, Fixed Annuities, Equity Trading, Hedge Funds
Education
State University of New York at Stony Brook 1989 — 1993
Bachelor's degree, Psychology
Krasney Financial LLC August 2015 - Present
TIAA-CREF March 2014 - August 2015
Charles Schwab & Co., Inc / Charles Schwab Bank June 2009 - February 2014
Merrill Lynch, Pierce, Fenner & Smith, Inc February 2007 - February 2009
Mellon Financial Corporation October 2006 - February 2007
General Nutrition Corporation August 2004 - October 2006
National City Bank January 2002 - August 2004
Skills
Series 7, Finance, Uniform Combined State..., Retirement Planning, Wealth Management, Series 63, Strategic Financial..., Mutual Funds, Asset Allocation, Investments, Portfolio Management, Trading
Education
University of Pittsburgh
Bachelors, Finance
Krasney Financial, LLC July 2010 - Present
Lakeside Consulting January 1994 - Present
UPS November 1970 - December 2004
Skills
Financial Analysis, Finance, QuickBooks, Payroll, Training, Accounting, Management, Management Accounting, Customer Service, Budgets, Team Building, Public Speaking, Strategic Planning, Forecasting, Strategic Financial..., Financial Reporting, Process Improvement, Management Consulting, Insurance, Cross-functional Team..., Logistics, Risk Management, Access, Financial Planning, Small Business
Education
Montclair State University 1970 — 1975
Bachelor of Science, Business, Accounting
Hoboken High
Krasney Financial LLC March 2012 - Present
INTEGRITY LIFE SOLUTIONS September 2009 - February 2012
American Express Financial Advisors 1991 - 2009
Skills
Strategic Financial..., Fixed Annuities, Disability Insurance, 401k, Retirement, Long-term Care, Life Insurance, Mutual Funds, Retirement Planning, Term Life Insurance, Insurance, Financial Advisory, Investments, IRAs, Financial Services, Estate Planning, Financial Planners, Health Insurance, Employee Benefits, Portfolio Management
Education
Columbia University in the City of New York
Master of Science (MS)
University of Delaware
Krasney Financial LLC April 2015 - Present
Krasney Financial LLC April 2015 - Present
NVE Bank September 2013 - March 2015
NVE Bank March 2006 - September 2013
NVE Bank September 2004 - March 2006
Skills
Small Business Lending, Branch Banking, Commercial Banking, Banking, Retail Banking, Commercial Lending, Deposits, Budgets, Remittances, Credit Analysis, ACH, Financial Statement..., Treasury, Financial Transactions, Remote Deposit Capture, Liquidity Management, Financial Institutions, Microsoft Excel, Microsoft Office, Finance, Financial Analysis, Bank Secrecy Act, Cash Management, Banking Relationships, Treasury Services, Lines Of Credit, Treasury Management, Credit, Internet Banking, Operational Risk, Credit Risk, Trade Finance, Balance Sheet, Branch Management, Financial Risk, Cash Flow, Cash Flow Forecasting, Bank Reconciliation, Funding, Teller Operations, Financial Statements, Operational Risk..., Account Reconciliation
Education
William Paterson University of New Jersey 2009 — 2013
BS, Dual major: Financial Planning, Finance
Bergen Community College 2001 — 2008
Associate in Applied Science, Banking & Finance