MONY SECURITIES CORPORATION
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MONY SECURITIES CORPORATION Employees
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
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.)
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
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
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
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
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
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
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
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
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