MONY SECURITIES CORPORATION

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MONY SECURITIES CORPORATION Employees

Employee
Years
Job
Industry
Bill Stafford, CFP, MSFS, CLU, ChFC, CFS, CAS Bill Stafford, CFP, MSFS, CLU, ChFC, CFS, CAS Henderson, Nevada Details
Bill Stafford, CFP, MSFS, CLU, ChFC, CFS, CAS's MONY SECURITIES CORPORATION Experience November 1984 - July 2004
Job Owner of Stafford Wealth Management, LLC Over 30 years of Wealth Management and Advice since 1981
Industry Investment Management
Experience
Stafford Wealth Management, LLC   October 2008 - Present
Woodbury Financial Services  October 2008 - Present
Anthem Country Club Community Association   May 2008 - December 2008
AXA Advisors  July 2004 - September 2008
MONY Securities Corporation   November 1984 - July 2004
MONY (Mutual Of New York)   July 1981 - July 2004
Walt Disney Company  June 1978 - June 1981

Skills
Strategic Financial..., Investments, Retirement, Wealth Management, Fixed Annuities, Financial Planning

Education
University of California, Los Angeles   1979 — 1981
BA, Psychology

San Diego State University-California State University   1978 — 1979

Deborah Stewart Deborah Stewart Greater New York City Area Details
Deborah Stewart's MONY SECURITIES CORPORATION Experience February 2000 - June 2004
Job Brand & Marketing Strategist and Independent Writing Professional
Industry Marketing and Advertising
Experience
Chase  June 2012 - October 2014
Morgan Stanley Smith Barney  June 2009 - June 2012
New York Urban League  October 2007 - June 2009
Citi Global Wealth Management  June 2007 - May 2009
Jamrock Magazine  2007 - 2008
AXA Equitable  May 2006 - June 2007
AXA Advisors  June 2004 - May 2007
MONY Securities Corporation   February 2000 - June 2004

Skills
Strategic Marketing, Communication Strategy, Investment Product..., Investments, Marketing, Strategic Communications, Leadership, Marketing Strategy, Management, Strategy, Series 7, Financial Analysis, Insurance, Banking, Internal Communications, Financial Services, Mutual Funds, Training, Fixed Annuities, Fundraising, Public Speaking, Securities, Wealth Management, Social Media, Project Management

Education
State University of New York at Albany   1995 — 1999
Bachelor of Science (B.S.)

State University of New York at Albany
Bachelor of Science (B.S.)

Laurie Schniebolk Laurie Schniebolk Bethesda, Maryland Details
Laurie Schniebolk's MONY SECURITIES CORPORATION Experience April 1989 - January 2001
Job Principal, Schniebolk Financial Group
Industry Financial Services
Experience
H.Beck,Inc.   January 2001 - Present
Schniebolk Financial Group   August 1995 - Present
Mony Securities Corporation   April 1989 - January 2001
Mutual of New York  May 1989 - August 1994
The Equitable Life Assurance Society of the United States  August 1986 - March 1989
Equico Securities, Inc.   August 1986 - March 1989

Skills
Investments, Financial Modeling, Financial Analysis, Portfolio Management, Business Strategy, Asset Management, Risk Management

Education
University of Maryland College Park, College of Business and Management
Bachelor of Science (BS), College of Business and Management

The American College
CLU,ChFC, Financial Planning and Services

Brant Keller, CFP Brant Keller, CFP Naples, Florida Area Details
Brant Keller, CFP's MONY SECURITIES CORPORATION Experience January 1990 - August 2004
Job Sales Associate at MVP REALTY®
Industry Real Estate
Experience
ProWealth Advisors, LLC   August 2015 - Present
MVP REALTY®  August 2015 - Present
Two Forks & A Spoon   March 2014 - Present
Creative Planning Inc.  April 2011 - October 2013
Coastal Angler Magazine  January 2009 - April 2011
American Capital Wealth Managers LLC   August 2004 - April 2011
FAC Wealth Management   August 2004 - December 2010
MONY Securities Corporation   January 1990 - August 2004
Diversified Health Services  March 1985 - January 1990

Skills
Computer Proficiency, Sales Management, Sales Operations, Direct Sales, Marketing, Marketing Strategy, Team Management, Microsoft Office, Sales, Management, Strategic Planning, New Business Development, Customer Service, Negotiation, Start-ups, Team Building, Social Media, Business Development, Finance, Portfolio Management, Wealth Management

Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business   2007 — 2009
AIF, Finance, General

College for Financial Planning   1992 — 1994
CFP, Finance, General

University of South Florida   1980 — 1984
Bachelor's degree

Phillip P. D'Ambrisi Phillip P. D'Ambrisi Greater New York City Area Details
Phillip P. D'Ambrisi's MONY SECURITIES CORPORATION Experience April 1999 - July 2004
Job Financial Advisor at Professional Economic Growth Group (a Penn Mutual Agency)
Industry Financial Services
Experience
Professional Economic Growth Group (a Penn Mutual Agency)   2014 - Present
NobleBridge Wealth Management, LLC   2012 - 2014
The Penn Mutual Life Insuance Co. - Hornor Townsend & Kent   August 2010 - November 2012
PPD CONSULTING   November 2009 - August 2010
LEBENTHAL & CO., LLC   October 2008 - October 2009
Montauk Financial Group  August 2006 - February 2008
THE PENN MUTUAL LIFE INSURANCE COMPANY  April 2005 - August 2006
MONY SECURITIES CORPORATION   April 1999 - July 2004
The Mony Group  January 2000 - January 2004
MONY SECURITIES CORPORATION   January 1989 - April 1999

Skills
Finance, Leadership, Management, Investments, Sales, Process Improvement, Financial Services, Insurance, Strategy, Operations Management, Program Management, New Business Development, Training, Executive Management, FINRA Series 7, 63, 24, Operational Compliance

Education
Rutgers University
Bachelor of Science Degree

University of Pennsylvania - The Wharton School

Long Branch High School
High School

Robert P Dunford Robert P Dunford Greater New York City Area Details
Robert P Dunford's MONY SECURITIES CORPORATION Experience June 2001 - August 2001
Job NE Region Manager & Credit Analyst Trident Funding Corporation
Industry Financial Services
Experience
Trident Funding Corporation   June 2002 - Present
MONY Securities Corporation   June 2001 - August 2001

Skills
Loans, Finance, Boating, Commercial Lending, Credit, Investments, Credit Analysis, Negotiation, Relationship Management, Sales, Sales Management, Customer Service, Strategic Planning, Financial Analysis

Education
Saint Joseph's University   1998 — 2002
BS, FINANCE

Maria Dunn Maria Dunn Galveston, Texas Details
Maria Dunn's MONY SECURITIES CORPORATION Experience July 2000 - March 2005
Job B&B Owner/Innkeeper
Industry Hospitality
Experience
Lost Bayou guesthouse   May 2012 - Present
Chase Bank  January 2006 - April 2012
JPMorgan Chase  2005 - 2012
JPMorgan Chase  August 2006 - March 2008
MONY SECURITIES CORPORATION   July 2000 - March 2005
The MONY Group  June 2000 - March 2005
MONY SECURITIES CORPORATION   January 2000 - January 2003
H.D. Vest Financial Services   January 1998 - January 2000
H.D. Vest Financial Services   January 1996 - January 1998

Skills
Banking, Financial Services, Leadership, Management, Relationship Management, Sales, Marketing Strategy, Customer Service, Social Media Marketing, Process Improvement, Strategic Planning

Education
Oklahoma City University
Yes, Business

Oklahoma City University
Bachelor*s Degree, Business

Vanessa L. Madkins Vanessa L. Madkins Greater New York City Area Details
Vanessa L. Madkins's MONY SECURITIES CORPORATION Experience March 2000 - June 2004
Job Customer Service Representative at YMCA Retirement Fund
Industry Marketing and Advertising
Experience
YMCA Retirement Fund  April 2014 - Present
AIG  May 2013 - December 2013
Geico  August 2011 - October 2012
Bloomingdale's  October 2010 - August 2011
HealthPass  July 2009 - March 2010
New York Organ Donor Network  January 2009 - May 2009
NBC Universal  September 2008 - December 2008
Guardian Investor Services LLC  November 2004 - August 2006
AXA Equitable (formerly MONY Securities Corporation)   June 2004 - October 2004
MONY Securities Corporation   March 2000 - June 2004

Skills
Social Media, Account Management, Intergrated Marketing, Digital Media, Media Relations, Public Relations, Event Planning, Event Management, Marketing Communications, Budgeting, Customer Relations, Microsoft Office 2007, Outlook, Lotus 123, Financial Services, Customer Service, Facebook, Integrated Marketing, Marketing, Microsoft Office, PowerPoint, Research, Social Networking

Education
City University of New York City College   2006 — 2009
BA in Media Communications, Advertising & Public Relations

Bunty Gidwani Bunty Gidwani Greater New York City Area Details
Bunty Gidwani's MONY SECURITIES CORPORATION Experience May 2001 - June 2005
Job Financial Advisor at Gitterman Wealth Management, LLC
Industry Financial Services
Experience
Gitterman Wealth Management, LLC  May 2014 - Present
AXA Advisors  June 2005 - April 2014
MONY Securities Corporation   May 2001 - June 2005

Skills
Equities, Estate Planning, Retirement Planning, Investments, Asset Management, Securities, Uniform Combined State..., Wealth Management, Retirement, Series 7, IRAs, Investment Advisory, 401k Rollovers, Bloomberg, Fixed Annuities, College Savings Plans, Wealth Accumulation, Strategic Financial...

Education
Florida State University - College of Business   1996 — 2001
BA, Finance, MIS

Penny Cummings Penny Cummings Syracuse, New York Area Details
Penny Cummings's MONY SECURITIES CORPORATION Experience September 1988 - June 2004
Job
Industry Financial Services
Experience
AXA  June 2004 - Present
MONY Securities Corporation   September 1988 - June 2004

Skills
Accounting, Microsoft Excel, Financial Reporting, Financial Services, Insurance, Management, Financial Analysis, Microsoft Office, Performance Management, Business Analysis, Business Process..., PeopleSoft, Mutual Funds

Education
University of Northern Iowa   1979 — 1983
Bachelor of Arts, Accounting

Pete Ruma, CFP®, CLU, ChFC Pete Ruma, CFP®, CLU, ChFC Toledo, Ohio Details
Pete Ruma, CFP®, CLU, ChFC's MONY SECURITIES CORPORATION Experience September 1987 - May 2005
Job Owner, Gould Ruma Financial Advisors, LLC
Industry Investment Management
Experience
Gould Ruma Financial Advisors   January 2009 - Present
MONY Securities Corporation   September 1987 - May 2005
The Mutual Life Insurance Company of New York   August 1986 - May 2005

Education
The American College, Heubner School   1995 — 1999
Chartered Financial Consultant, Advanced Financial Planning

The American College, Heubner School   1991 — 1995
Chartered Life Underwriter, Estate Planning and Risk Management

Bowling Green State University   1981 — 1985
BA, Political Science/Economics

St. John's Jesuit High School   1977 — 1981
College Preparatory