M Advisory Group
Description
Address: 7 Dempsey Pl, Eastchester, NY 10709 Phone: (914) 337-6353Place name: Category: : Website: : : : Hours: : : 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. Add website 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 M Advisory Group LLC Posting publicly on the Web Write a review Reviews Be the first to review
M Advisory Group List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at M Advisory Group. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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M Advisory Group Employees
Employee
Years
Job
Industry
Debi Delarosa Debi Delarosa's M Advisory Group Experience February 2015 - Present
Job Business Development Manager at M Advisory Group
Industry Financial Services
Experience
M Advisory Group February 2015 - Present
Various January 2009 - Present
Terranea Resort by Destination Hotels & Resorts March 2012 - February 2015
Total Woman Gym and Day Spa December 2010 - May 2012
Equinox February 2008 - February 2010
Golds Gym March 2001 - October 2006
Skills
business to business..., Retirement planning, Program Management, Proposal Writing, Course Development, Fitness, Event Planning, Lifestyle, Wellness, Fitness Training, Microsoft Office, Microsoft Excel, Customer Service, Public Speaking, Personal Training, Strength Training, Training, Coaching, Wellness Coaching, Nutrition, Weight Training, Microsoft Word, PowerPoint, Masters Edcuation,..., Master Trainer, French
Education
National University 1999 — 2002
Master of Education (M.Ed.), Education, 3.5
SUNY Plattsburgh 1980 — 1984
Bachelor's degree, International Business, 3.7
M Advisory Group February 2015 - Present
Various January 2009 - Present
Terranea Resort by Destination Hotels & Resorts March 2012 - February 2015
Total Woman Gym and Day Spa December 2010 - May 2012
Equinox February 2008 - February 2010
Golds Gym March 2001 - October 2006
Skills
business to business..., Retirement planning, Program Management, Proposal Writing, Course Development, Fitness, Event Planning, Lifestyle, Wellness, Fitness Training, Microsoft Office, Microsoft Excel, Customer Service, Public Speaking, Personal Training, Strength Training, Training, Coaching, Wellness Coaching, Nutrition, Weight Training, Microsoft Word, PowerPoint, Masters Edcuation,..., Master Trainer, French
Education
National University 1999 — 2002
Master of Education (M.Ed.), Education, 3.5
SUNY Plattsburgh 1980 — 1984
Bachelor's degree, International Business, 3.7
Anne Trinh Anne Trinh's M Advisory Group Experience 2008 - Present
Job Executive VP at M Advisory Group
Industry Financial Services
Experience
M Advisory Group 2008 - Present
Keenan and Associates 1998 - 2003
HCM Benefits 1992 - 1998
Skills
Wealth Management, Strategic Financial..., Estate Planning, Wealth Preservation..., Retirement Plan..., 403 b, Business Development, 401k, Financial Advisory, Disability Insurance, Financial Analysis, Financial Modeling, Investment Advisory, Pensions, Relationship Management, Retirement
Education
Chartered Financial Analyst Association
CFA I Exam
IMCA & University of Chicago Business School
CPWA Designation, Certified Private Wealth Advisor
Certified Financial Planners (CFP)
CFP Designation
ISCEBS & Wharton Business School
CEBS Designation, Certified Employee Benefits Specialist
UCLA
Bachelor of Science (B.S.), Chemistry
M Advisory Group 2008 - Present
Keenan and Associates 1998 - 2003
HCM Benefits 1992 - 1998
Skills
Wealth Management, Strategic Financial..., Estate Planning, Wealth Preservation..., Retirement Plan..., 403 b, Business Development, 401k, Financial Advisory, Disability Insurance, Financial Analysis, Financial Modeling, Investment Advisory, Pensions, Relationship Management, Retirement
Education
Chartered Financial Analyst Association
CFA I Exam
IMCA & University of Chicago Business School
CPWA Designation, Certified Private Wealth Advisor
Certified Financial Planners (CFP)
CFP Designation
ISCEBS & Wharton Business School
CEBS Designation, Certified Employee Benefits Specialist
UCLA
Bachelor of Science (B.S.), Chemistry
Maren Cuykendall, AIF Maren Cuykendall, AIF's M Advisory Group Experience July 2011 - October 2013
Job Client Service Director at Penniall Retirement Advisors
Industry Financial Services
Experience
Penniall Retirement Advisors October 2013 - Present
M Advisory Group July 2011 - October 2013
Tow Financial Advisors October 2007 - June 2011
Ross Morgan & Company August 2006 - October 2007
Skills
Retirement Planning, 401k, Investment Advisory, Retirement Plan..., Retirement, Customer Service, Life Insurance, Series 65, AIF
Education
University of Iowa 1999 — 2003
Bachelor's degree, Communication and Media Studies
Penniall Retirement Advisors October 2013 - Present
M Advisory Group July 2011 - October 2013
Tow Financial Advisors October 2007 - June 2011
Ross Morgan & Company August 2006 - October 2007
Skills
Retirement Planning, 401k, Investment Advisory, Retirement Plan..., Retirement, Customer Service, Life Insurance, Series 65, AIF
Education
University of Iowa 1999 — 2003
Bachelor's degree, Communication and Media Studies
Kathleen Humphries Kathleen Humphries's M Advisory Group Experience January 2010 - May 2010
Job Music Therapist
Industry Hospital & Health Care
Experience
Miller Children's Hospital Long Beach April 2015 - Present
McConnell Music Therapy Services (Private Contractor) May 2013 - April 2015
In Harmony Music Therapy Services April 2013 - January 2014
Music for Therapy (Private Contractor) March 2013 - July 2013
Children’s Hospital Los Angeles June 2012 - December 2012
M Advisory Group January 2010 - May 2010
Loyola Marymount University January 2008 - May 2010
Skills
Social Networking, Customer Service, Advertising, Analysis, Budgets, Facebook, Social Media, Event Planning, PowerPoint, Public Speaking, Microsoft Office, Research, Social Media Marketing, Community Outreach, Editing, Microsoft Excel, Training, Music Therapy
Education
University of the Pacific 2010 — 2013
MA, Music Therapy
Loyola Marymount University 2006 — 2010
B.A., Communication Studies and Music
Miller Children's Hospital Long Beach April 2015 - Present
McConnell Music Therapy Services (Private Contractor) May 2013 - April 2015
In Harmony Music Therapy Services April 2013 - January 2014
Music for Therapy (Private Contractor) March 2013 - July 2013
Children’s Hospital Los Angeles June 2012 - December 2012
M Advisory Group January 2010 - May 2010
Loyola Marymount University January 2008 - May 2010
Skills
Social Networking, Customer Service, Advertising, Analysis, Budgets, Facebook, Social Media, Event Planning, PowerPoint, Public Speaking, Microsoft Office, Research, Social Media Marketing, Community Outreach, Editing, Microsoft Excel, Training, Music Therapy
Education
University of the Pacific 2010 — 2013
MA, Music Therapy
Loyola Marymount University 2006 — 2010
B.A., Communication Studies and Music
John M. Negrete III, AIF®, CPFA John M. Negrete III, AIF®, CPFA's M Advisory Group Experience March 2009 - September 2012
Job Retirement Plan Advisor at SLW Retirement Plan Advisors
Industry Financial Services
Experience
SLW Retirement Plan Advisors October 2012 - Present
Emerald Toastmasters Club #1497182 July 2012 - September 2012
M Advisory Group March 2009 - September 2012
Wyndham Worldwide September 2008 - January 2009
Sperry Van Ness January 2006 - January 2008
Streetlamp Studio July 2006 - June 2007
McBean Corp. Properties July 2003 - February 2006
Kastle Systems July 2004 - January 2006
Kastle Systems September 2002 - May 2004
Boyle Heights Community Partners January 2002 - October 2003
Skills
401k, Retirement Plan..., Retirement Planning, Retirement, Investment Advisory, Financial Services, Investments, ERISA, Mutual Funds, Financial Advisory, Defined Benefit, RFP, 403 b, Fiduciary Services, Profit Sharing, Series 7, Asset Allocation, Auditing, Training, Financial Planners, Investment Strategies, Qualified Retirement..., Series 63, Leadership, Finance, RIA, Registered Investment..., Estate Planning, Pensions, Employee Benefits, Defined Contribution, Series 6, Series 65, Fiduciary Training, 3(21), 3(38), Independent Advisor, 403b, Employee Education, Retirement Readiness, Fee Benchmarking, DOL Audit Preparation, One-on-One Retirement..., Public Speaking
Education
University of California, Los Angeles 1996 — 2001
B.A.
University of California, Irvine 1997 — 1997
Vista High School 1992 — 1996
SLW Retirement Plan Advisors October 2012 - Present
Emerald Toastmasters Club #1497182 July 2012 - September 2012
M Advisory Group March 2009 - September 2012
Wyndham Worldwide September 2008 - January 2009
Sperry Van Ness January 2006 - January 2008
Streetlamp Studio July 2006 - June 2007
McBean Corp. Properties July 2003 - February 2006
Kastle Systems July 2004 - January 2006
Kastle Systems September 2002 - May 2004
Boyle Heights Community Partners January 2002 - October 2003
Skills
401k, Retirement Plan..., Retirement Planning, Retirement, Investment Advisory, Financial Services, Investments, ERISA, Mutual Funds, Financial Advisory, Defined Benefit, RFP, 403 b, Fiduciary Services, Profit Sharing, Series 7, Asset Allocation, Auditing, Training, Financial Planners, Investment Strategies, Qualified Retirement..., Series 63, Leadership, Finance, RIA, Registered Investment..., Estate Planning, Pensions, Employee Benefits, Defined Contribution, Series 6, Series 65, Fiduciary Training, 3(21), 3(38), Independent Advisor, 403b, Employee Education, Retirement Readiness, Fee Benchmarking, DOL Audit Preparation, One-on-One Retirement..., Public Speaking
Education
University of California, Los Angeles 1996 — 2001
B.A.
University of California, Irvine 1997 — 1997
Vista High School 1992 — 1996
Elizabeth Branconier's M Advisory Group Experience June 2012 - December 2012
Job Marketing Coordinator at Jakks Pacific
Industry Marketing and Advertising
Experience
Jakks Pacific August 2014 - Present
Command Cupid January 2013 - July 2014
M Advisory Group June 2012 - December 2012
Loyola Marymount University May 2012 - August 2012
Loyola Marymount University Event Services January 2012 - May 2012
Loyola Marymount Business School October 2010 - February 2011
Marymount Campus Ministry February 2010 - May 2010
Skills
Microsoft Office, Word, PowerPoint, Excel, Customer Service, Teamwork, English, Windows, Time Management, Social Media, Facebook, French, Twitter, Microsoft Excel, Email Marketing, Marketing, Microsoft Word
Education
Loyola Marymount University 2009 — 2013
Bachelor's, Business Administration Marketing and Business Law Emphasis
Jakks Pacific August 2014 - Present
Command Cupid January 2013 - July 2014
M Advisory Group June 2012 - December 2012
Loyola Marymount University May 2012 - August 2012
Loyola Marymount University Event Services January 2012 - May 2012
Loyola Marymount Business School October 2010 - February 2011
Marymount Campus Ministry February 2010 - May 2010
Skills
Microsoft Office, Word, PowerPoint, Excel, Customer Service, Teamwork, English, Windows, Time Management, Social Media, Facebook, French, Twitter, Microsoft Excel, Email Marketing, Marketing, Microsoft Word
Education
Loyola Marymount University 2009 — 2013
Bachelor's, Business Administration Marketing and Business Law Emphasis
Dennis Branconier Dennis Branconier's M Advisory Group Experience 1998 - Present
Job Senior Vice President, Private Client Group at M Advisory Group
Industry Financial Services
Experience
M Advisory Group 1998 - Present
Education
Loyola Marymount University
MA, Counseling Psychology
M Advisory Group 1998 - Present
Education
Loyola Marymount University
MA, Counseling Psychology
Matthew Pressler, CLU, ChFC Matthew Pressler, CLU, ChFC's M Advisory Group Experience May 1998 - December 2009
Job Director of Advanced Markets & Sales Support
Industry Financial Services
Experience
M Financial Group April 2010 - Present
Waddell & Reed January 2010 - March 2010
M Advisory Group May 1998 - December 2009
Skills
Premium Financing, Employee Benefits, Estate Planning, Retirement Planning, Executive Compensation..., Succession Planning, Life Insurance, Disability Insurance, Long Term Care Insurance, Charitable Gift Planning, ASP.NET, ASP.NET AJAX, HTML, ASP, Excel models, Technical Writing, Operations Management, 401k, Deferred Compensation, Insurance, Long-term Care, Strategic Financial..., Retirement
Education
American College 2002 — 2007
Chartered Life Underwriter (CLU) & Chartered Financial Consultant (ChFC)
California State University-Dominguez Hills 1996 — 2000
B.S., Business Administration
Torrance High School 1991 — 1995
M Financial Group April 2010 - Present
Waddell & Reed January 2010 - March 2010
M Advisory Group May 1998 - December 2009
Skills
Premium Financing, Employee Benefits, Estate Planning, Retirement Planning, Executive Compensation..., Succession Planning, Life Insurance, Disability Insurance, Long Term Care Insurance, Charitable Gift Planning, ASP.NET, ASP.NET AJAX, HTML, ASP, Excel models, Technical Writing, Operations Management, 401k, Deferred Compensation, Insurance, Long-term Care, Strategic Financial..., Retirement
Education
American College 2002 — 2007
Chartered Life Underwriter (CLU) & Chartered Financial Consultant (ChFC)
California State University-Dominguez Hills 1996 — 2000
B.S., Business Administration
Torrance High School 1991 — 1995
Lee Yi Lee Yi's M Advisory Group Experience October 2008 - August 2009
Job Automotive Business Specialist and Training Consultant at JATO Dynamics
Industry Automotive
Experience
JATO Dynamics-North America February 2015 - Present
Kia Motors America August 2010 - January 2015
Kia Motors America October 2009 - August 2010
M Advisory Group October 2008 - August 2009
Hyundai Motor America June 2008 - September 2008
Toyota Motors America March 2007 - June 2008
Toyota Motor Sales March 2007 - June 2008
The United Korean Church March 2004 - January 2007
mk Image Line, Inc September 2003 - March 2004
Nuworld Business Systems March 2003 - August 2003
Skills
Visio, Product Marketing, Microsoft Excel, Automotive, Data Analysis, PowerPoint, Management, Marketing, Analysis, Social Media, Customer Service, Sales, Market Research
Education
Talbot School of Theology 2008 — 2013
Master of Divinity (M.Div.), General Pastoral
College of Biblical Studies 2004 — 2005
BS Biblical Studies and Leadership
New Horizons Computer Learning Center
University of California, San Diego 1994 — 1998
Biology / Psychology
Biola University
Biola University
BS, Organizational Leadership and Development
Campolindo High School
Campolindo High School
Dallas Theological Seminary
Masters of Theology; Th
JATO Dynamics-North America February 2015 - Present
Kia Motors America August 2010 - January 2015
Kia Motors America October 2009 - August 2010
M Advisory Group October 2008 - August 2009
Hyundai Motor America June 2008 - September 2008
Toyota Motors America March 2007 - June 2008
Toyota Motor Sales March 2007 - June 2008
The United Korean Church March 2004 - January 2007
mk Image Line, Inc September 2003 - March 2004
Nuworld Business Systems March 2003 - August 2003
Skills
Visio, Product Marketing, Microsoft Excel, Automotive, Data Analysis, PowerPoint, Management, Marketing, Analysis, Social Media, Customer Service, Sales, Market Research
Education
Talbot School of Theology 2008 — 2013
Master of Divinity (M.Div.), General Pastoral
College of Biblical Studies 2004 — 2005
BS Biblical Studies and Leadership
New Horizons Computer Learning Center
University of California, San Diego 1994 — 1998
Biology / Psychology
Biola University
Biola University
BS, Organizational Leadership and Development
Campolindo High School
Campolindo High School
Dallas Theological Seminary
Masters of Theology; Th
Schuyler Mann, AIF®, MBA's M Advisory Group Experience October 2012 - Present
Job Retirement Advisor at M Advisory Group
Industry Financial Services
Experience
M Advisory Group October 2012 - Present
M Advisory Group February 2010 - September 2012
Openlink Mobile May 2009 - December 2009
Mann Design Group January 2006 - May 2009
Skills
Business Planning, Investments, Budgets, Financial Modeling
Education
Harvard University 2001 — 2005
B.A., Sociology
The University of Montana - School of Business Administration 2008 — 2009
MBA, Entrepreneurship
Trumbull High School 1988 — 2001
M Advisory Group October 2012 - Present
M Advisory Group February 2010 - September 2012
Openlink Mobile May 2009 - December 2009
Mann Design Group January 2006 - May 2009
Skills
Business Planning, Investments, Budgets, Financial Modeling
Education
Harvard University 2001 — 2005
B.A., Sociology
The University of Montana - School of Business Administration 2008 — 2009
MBA, Entrepreneurship
Trumbull High School 1988 — 2001
Brian Jung's M Advisory Group Experience September 2010 - August 2015
Job Senior Case Designer at Pacific Life
Industry Insurance
Experience
Pacific Life August 2015 - Present
M Advisory Group September 2010 - August 2015
M Advisory Group April 2010 - September 2010
University of California Police Department October 2006 - April 2010
Camp Kinneret July 2006 - September 2006
Skills
Series 7, Series 63
Education
University of California, Los Angeles 2005 — 2009
B.A., Economics and International Development Studies
Pacific Life August 2015 - Present
M Advisory Group September 2010 - August 2015
M Advisory Group April 2010 - September 2010
University of California Police Department October 2006 - April 2010
Camp Kinneret July 2006 - September 2006
Skills
Series 7, Series 63
Education
University of California, Los Angeles 2005 — 2009
B.A., Economics and International Development Studies
Dan Vogelzang's M Advisory Group Experience July 2005 - Present
Job President at M Advisory Group
Industry Financial Services
Experience
M Advisory Group July 2005 - Present
M Advisory Group 1999 - 2005
M Advisory Group 1995 - 1999
MassMutual Financial Group 1992 - 1995
Entreprepeneur 1990 - 1992
Lloyd's/Sanwa Bank - Real Estate Industries Division 1984 - 1989
Skills
Retirement Planning, Investments, Financial Planning, Real Estate, Benefits Plan Design, Retirement Plan..., Retirement Income..., Fiduciary Services, Investment Advisory, Deferred Compensation, Retirement Plans, Supplemental Executive..., Comprehensive..., Long Term Care Plans, Mortgage Banking, Construction Lending, Entrepreneur, Series 6, Series 63, Series 65, 401k, 403 b, Profit Sharing Plans, Defined Benefit Plans, Life Insurance, Estate Planning, Estate Tax Planning, Life Settlements, Benefit Restoration..., Executive Benefit..., Disability Insurance, Retirement, Employee Benefits, Defined Benefit, Qualified Retirement..., Financial Advisory, Asset Allocation, Long-term Care, Wealth, Securities
Education
USC 1976 — 1979
Bachelor of Science (BS), Business Administration, Marketing & Finance
Orange Coast College 1973 — 1976
Associate of Arts (A.A.)
Foothill High School 1969 — 1973
High School Diploma
M Advisory Group July 2005 - Present
M Advisory Group 1999 - 2005
M Advisory Group 1995 - 1999
MassMutual Financial Group 1992 - 1995
Entreprepeneur 1990 - 1992
Lloyd's/Sanwa Bank - Real Estate Industries Division 1984 - 1989
Skills
Retirement Planning, Investments, Financial Planning, Real Estate, Benefits Plan Design, Retirement Plan..., Retirement Income..., Fiduciary Services, Investment Advisory, Deferred Compensation, Retirement Plans, Supplemental Executive..., Comprehensive..., Long Term Care Plans, Mortgage Banking, Construction Lending, Entrepreneur, Series 6, Series 63, Series 65, 401k, 403 b, Profit Sharing Plans, Defined Benefit Plans, Life Insurance, Estate Planning, Estate Tax Planning, Life Settlements, Benefit Restoration..., Executive Benefit..., Disability Insurance, Retirement, Employee Benefits, Defined Benefit, Qualified Retirement..., Financial Advisory, Asset Allocation, Long-term Care, Wealth, Securities
Education
USC 1976 — 1979
Bachelor of Science (BS), Business Administration, Marketing & Finance
Orange Coast College 1973 — 1976
Associate of Arts (A.A.)
Foothill High School 1969 — 1973
High School Diploma
Ashley Batty's M Advisory Group Experience January 2012 - Present
Job Client Service & Financial Planning Assistant at M Advisory Group
Industry
Experience
M Advisory Group January 2012 - Present
JA April 2011 - April 2012
Skills
Retirement Planning, Strategic Financial...
Education
University of California, Los Angeles 2007 — 2011
M Advisory Group January 2012 - Present
JA April 2011 - April 2012
Skills
Retirement Planning, Strategic Financial...
Education
University of California, Los Angeles 2007 — 2011