Life Planning Group
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Life Planning Group Employees
Employee
Years
Job
Industry
Misayoshi Ebato Misayoshi Ebato's Life Planning Group Experience January 2012 - Present
Job Financial Advisor at Life Planning Group
Industry Financial Services
Experience
Life Planning Group January 2012 - Present
Advanced Wealth Solutions Group January 2008 - December 2011
MetLife December 2002 - December 2007
Skills
Retirement Planning, Wealth Management, Investments, Strategic Financial..., Mutual Funds, Securities, Portfolio Management, Insurance, Disability Insurance, Financial Services, Finance, Wealth, Employee Benefits, Long Term Care Insurance, FINRA, Personal Finance, Fixed Income, Series 7, Equities
Education
New York University 1976 — 1977
MA, Economics
International Christian University 1972 — 1975
MPA, International Public Administration
Misayoshi Ebato 1969 — 1972
Bachelor's degree, English Language and Political Science
Dokkyo University 1968 — 1972
BA, English, Politics
Life Planning Group January 2012 - Present
Advanced Wealth Solutions Group January 2008 - December 2011
MetLife December 2002 - December 2007
Skills
Retirement Planning, Wealth Management, Investments, Strategic Financial..., Mutual Funds, Securities, Portfolio Management, Insurance, Disability Insurance, Financial Services, Finance, Wealth, Employee Benefits, Long Term Care Insurance, FINRA, Personal Finance, Fixed Income, Series 7, Equities
Education
New York University 1976 — 1977
MA, Economics
International Christian University 1972 — 1975
MPA, International Public Administration
Misayoshi Ebato 1969 — 1972
Bachelor's degree, English Language and Political Science
Dokkyo University 1968 — 1972
BA, English, Politics
John Delligatti John Delligatti's Life Planning Group Experience June 2014 - September 2014
Job Purchasing Agent at Optisource International
Industry Wholesale
Experience
Optisource International October 2014 - Present
Life planning group June 2014 - September 2014
Island Recreational January 2011 - July 2014
jcpenney November 2010 - March 2011
Island Recreational April 2008 - October 2010
Skills
Sales Management, Operations Management, Team Management, Inventory Management, Inventory Control, Interviews, Hiring Practices, Microsoft Excel, Time Management
Education
State University of New York Empire State College 2012 — 2014
Bachelor's degree, business management and economics
State University of New York Empire State College 2011 — 2014
Bachelors of Science, Business management and economics, 3.3
Stony Brook University 2009 — 2011
Environmental Science, 2.5
Optisource International October 2014 - Present
Life planning group June 2014 - September 2014
Island Recreational January 2011 - July 2014
jcpenney November 2010 - March 2011
Island Recreational April 2008 - October 2010
Skills
Sales Management, Operations Management, Team Management, Inventory Management, Inventory Control, Interviews, Hiring Practices, Microsoft Excel, Time Management
Education
State University of New York Empire State College 2012 — 2014
Bachelor's degree, business management and economics
State University of New York Empire State College 2011 — 2014
Bachelors of Science, Business management and economics, 3.3
Stony Brook University 2009 — 2011
Environmental Science, 2.5
Jo-Ann Lange Jo-Ann Lange's Life Planning Group Experience January 2015 - Present
Job Financial Service Representative at LIfe Planning Group
Industry Insurance
Experience
Life Planning Group January 2015 - Present
CPS Financial Services August 2013 - January 2015
Allstate May 2010 - April 2013
Skills
Term Life Insurance, Disability Insurance, Life Insurance, Employee Benefits, Voluntary Employee..., Long-term Care, Fixed Annuities, Whole Life, Health Insurance, Accident, Universal Life, Health Savings Accounts
Education
SUNY Fredonia
Huntington High School
Life Planning Group January 2015 - Present
CPS Financial Services August 2013 - January 2015
Allstate May 2010 - April 2013
Skills
Term Life Insurance, Disability Insurance, Life Insurance, Employee Benefits, Voluntary Employee..., Long-term Care, Fixed Annuities, Whole Life, Health Insurance, Accident, Universal Life, Health Savings Accounts
Education
SUNY Fredonia
Huntington High School
Lauana Lyons Lauana Lyons's Life Planning Group Experience October 2010 - May 2013
Job Director of Marketing at Leap Systems, LLC
Industry Insurance
Experience
Leap Systems, LLC January 2015 - Present
Mutual of Omaha - Greater NYC Division Office June 2013 - December 2014
Life Planning Group October 2010 - May 2013
The Guardian Life Insurance Company of America January 2009 - October 2011
MetLife September 2008 - October 2009
Skills
Mutual Funds, Financial Analysis, Financial Services, Training, Fixed Annuities, Finance, Investments, Employee Benefits, Strategic Financial..., Risk Management, Management, Marketing, Strategic Planning, Sales, Strategy, Business Analysis, Business Development, Insurance, New Business Development, Retirement Planning, Recruiting, Leadership, Budgets, Business Planning, Life Insurance, Small Business
Education
The American College 2014 — 2015
CLF® Chartered Leadership Fellow®, Management Program - Financial Services Professionals
Penn State University
BA, Communications & Political Science
Leap Systems, LLC January 2015 - Present
Mutual of Omaha - Greater NYC Division Office June 2013 - December 2014
Life Planning Group October 2010 - May 2013
The Guardian Life Insurance Company of America January 2009 - October 2011
MetLife September 2008 - October 2009
Skills
Mutual Funds, Financial Analysis, Financial Services, Training, Fixed Annuities, Finance, Investments, Employee Benefits, Strategic Financial..., Risk Management, Management, Marketing, Strategic Planning, Sales, Strategy, Business Analysis, Business Development, Insurance, New Business Development, Retirement Planning, Recruiting, Leadership, Budgets, Business Planning, Life Insurance, Small Business
Education
The American College 2014 — 2015
CLF® Chartered Leadership Fellow®, Management Program - Financial Services Professionals
Penn State University
BA, Communications & Political Science
Daniel C. Sawyer Daniel C. Sawyer's Life Planning Group Experience May 2015 - Present
Job Financial Advisor at Life Planning Group
Industry Insurance
Experience
Life Planning Group May 2015 - Present
SHG Financial Group February 2004 - February 2015
Parmett Group, Ltd. 2002 - 2004
New York Life Insurance Company 2001 - 2002
Skills
Life Insurance, Annuities, Estate Planning, Business Succession, Life Settlements, Relationship Mangement, Underwriting, Business Development, Negotiation, Wealth & Succession..., General Insurance, Fixed Annuities, Disability Insurance, Insurance, Term Life Insurance, Long-term Care, Employee Benefits, Financial Services, Sales, Succession Planning, CRM, Financial Planning
Education
SUNY at Buffalo
Life Planning Group May 2015 - Present
SHG Financial Group February 2004 - February 2015
Parmett Group, Ltd. 2002 - 2004
New York Life Insurance Company 2001 - 2002
Skills
Life Insurance, Annuities, Estate Planning, Business Succession, Life Settlements, Relationship Mangement, Underwriting, Business Development, Negotiation, Wealth & Succession..., General Insurance, Fixed Annuities, Disability Insurance, Insurance, Term Life Insurance, Long-term Care, Employee Benefits, Financial Services, Sales, Succession Planning, CRM, Financial Planning
Education
SUNY at Buffalo
Ashley Knox Ashley Knox's Life Planning Group Experience February 2013 - Present
Job Product Specialist at Toyota
Industry Consumer Services
Experience
Toyota March 2014 - Present
Ideal Image June 2013 - Present
Life planning Group February 2013 - Present
Mom September 2012 - Present
Hair Club for Men and Women June 2010 - September 2012
Economic Planning Group March 2010 - June 2010
American Laser Centers December 2007 - March 2010
Cactus Hair Salon and Day Spa September 2007 - December 2007
Skills
Sales Management, Training, Inventory Management, Inventory Control, Computers, Payroll, Marketing, Customer Service, Customer Satisfaction, Customer Retention, Botox Cosmetic, Juvederm, Radiesse, Laser Hair Removal, Hair Restoration, Microsoft Office, Microsoft Excel, Microsoft Word, Order Management, Hair Transplant, Cosmetic Medicine, Networking, Product Spokesperson, Schedules, Appointment Scheduling, Organizational..., Leadership, Public Speaking, Strategic Planning, Team Building
Education
FINRA: Series 63
New York Institute of Beauty 2006 — 2007
Esthetics License, Esthetics
LIU Post 2005 — 2006
Business
NYS Life, Accident and Health
Toyota March 2014 - Present
Ideal Image June 2013 - Present
Life planning Group February 2013 - Present
Mom September 2012 - Present
Hair Club for Men and Women June 2010 - September 2012
Economic Planning Group March 2010 - June 2010
American Laser Centers December 2007 - March 2010
Cactus Hair Salon and Day Spa September 2007 - December 2007
Skills
Sales Management, Training, Inventory Management, Inventory Control, Computers, Payroll, Marketing, Customer Service, Customer Satisfaction, Customer Retention, Botox Cosmetic, Juvederm, Radiesse, Laser Hair Removal, Hair Restoration, Microsoft Office, Microsoft Excel, Microsoft Word, Order Management, Hair Transplant, Cosmetic Medicine, Networking, Product Spokesperson, Schedules, Appointment Scheduling, Organizational..., Leadership, Public Speaking, Strategic Planning, Team Building
Education
FINRA: Series 63
New York Institute of Beauty 2006 — 2007
Esthetics License, Esthetics
LIU Post 2005 — 2006
Business
NYS Life, Accident and Health
Brie Cunniff's Life Planning Group Experience March 2008 - Present
Job Insurance Consultant
Industry Insurance
Experience
Life Planning Group March 2008 - Present
Education
Framingham State University 2002 — 2007
BS, Consumer Science
York College of Pennsylvania 2001 — 2002
n/a, Liberal Arts
Life Planning Group March 2008 - Present
Education
Framingham State University 2002 — 2007
BS, Consumer Science
York College of Pennsylvania 2001 — 2002
n/a, Liberal Arts
Dionisio Colón's Life Planning Group Experience December 2011 - Present
Job Financial Advisor at Senior Life Planning Group
Industry Financial Services
Experience
Life Planning Group December 2011 - Present
Cowan Financial Group April 2007 - May 2012
Cowan Financial Group January 2009 - May 2009
Consultiva Internacional, Inc July 1999 - September 2006
Education
Pontificia Universidad Católica de Puerto Rico 2000 — 2003
MBA, Finance
Life Planning Group December 2011 - Present
Cowan Financial Group April 2007 - May 2012
Cowan Financial Group January 2009 - May 2009
Consultiva Internacional, Inc July 1999 - September 2006
Education
Pontificia Universidad Católica de Puerto Rico 2000 — 2003
MBA, Finance
Jeremy Isleman's Life Planning Group Experience February 2010 - Present
Job Financial Advisor at Life Planning Group
Industry Financial Services
Experience
Life Planning Group February 2010 - Present
North Shore Financial Group, An Office of MetLife February 2010 - August 2012
Berkshire Hathaway January 2007 - February 2010
Skills
Strategic Financial..., Financial Advisory, Employee Benefits, 401k, Small Business, Investments, 401k Rollovers, Disability Insurance, Rollovers, Managed Accounts, Health Insurance, Retirement Planning, Wealth Management, Annuities, Asset Management, Managing Accounts, Life Insurance, IRAs, Protection..., Retirement, 403b Rollovers, Fixed Annuities, Portfolio Management, Securities, Financial Planners
Education
Long Island University, C.W. Post Campus 2004 — 2008
B.S., Business Administration
Life Planning Group February 2010 - Present
North Shore Financial Group, An Office of MetLife February 2010 - August 2012
Berkshire Hathaway January 2007 - February 2010
Skills
Strategic Financial..., Financial Advisory, Employee Benefits, 401k, Small Business, Investments, 401k Rollovers, Disability Insurance, Rollovers, Managed Accounts, Health Insurance, Retirement Planning, Wealth Management, Annuities, Asset Management, Managing Accounts, Life Insurance, IRAs, Protection..., Retirement, 403b Rollovers, Fixed Annuities, Portfolio Management, Securities, Financial Planners
Education
Long Island University, C.W. Post Campus 2004 — 2008
B.S., Business Administration
Kurt Martinson Sr.'s Life Planning Group Experience October 2011 - May 2012
Job Private Wealth Advisor at Economic Planning Group
Industry Financial Services
Experience
Economic Planning Group June 2012 - Present
Life Planning Group October 2011 - May 2012
Skills
Retirement
Education
STS 1981 — 1984
Digital Technology Degree, Digital Technology
Suffolk County Community College 1979 — 1981
AAS Business Administration, Busissiness/Finance
Dowling College
IN Process, Certified Financial Planner
Economic Planning Group June 2012 - Present
Life Planning Group October 2011 - May 2012
Skills
Retirement
Education
STS 1981 — 1984
Digital Technology Degree, Digital Technology
Suffolk County Community College 1979 — 1981
AAS Business Administration, Busissiness/Finance
Dowling College
IN Process, Certified Financial Planner