National Financial Network
Industry: Company
DescriptionFounded: 1951 Subsidiary: Aegis Wealth Partners, LLC
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National Financial Network Employees
Employee
Years
Job
Industry
Jared Skurla CFP® Jared Skurla CFP®'s National Financial Network Experience May 2007 - June 2008
Job Relationship Manager, Southeast Region at SEI Investments CFP®
Industry Financial Services
Experience
SEI December 2013 - Present
SEI Investments January 2011 - December 2013
Citizens Bank December 2008 - January 2011
National Financial Network May 2007 - June 2008
Education
Saint Joseph's University 2010 — 2012
Master
Bloomsburg University of Pennsylvania 2004 — 2008
Bachelor of Science (BS)
High School
High School
Vernon Township
SEI December 2013 - Present
SEI Investments January 2011 - December 2013
Citizens Bank December 2008 - January 2011
National Financial Network May 2007 - June 2008
Education
Saint Joseph's University 2010 — 2012
Master
Bloomsburg University of Pennsylvania 2004 — 2008
Bachelor of Science (BS)
High School
High School
Vernon Township
Matthew Hausman Matthew Hausman's National Financial Network Experience December 2011 - February 2012
Job SemiSenior at Marks Paneth LLP
Industry Accounting
Experience
Marks Paneth LLP October 2014 - Present
Cesarano & Khan, CPAs, PC May 2012 - October 2014
SUNY Oswego School of Business August 2012 - December 2013
Pathfinder Bank February 2013 - May 2013
SUNY Oswego Investment Club March 2012 - May 2013
National Financial Network December 2011 - February 2012
Skills
Auditing, Insurance, Financial Planning, Investments, Negotiation, Public Speaking, PowerPoint, Customer Service, QuickBooks, ATB, Pro Series, Microsoft Excel, Morningstar, OnBase, Zeus, Teamwork, Strategic Financial..., Time Management, Social Networking, Management, Microsoft Word, Finance, Accounting
Education
Queens College 2013 — 2014
Master of Science (M.S.), Accounting
State University of New York College at Oswego 2009 — 2013
Bachelor's degree, Accounting
Plainview J.F.K Highschool 2005 — 2009
Advanced Regents Diploma, General Studies
Marks Paneth LLP October 2014 - Present
Cesarano & Khan, CPAs, PC May 2012 - October 2014
SUNY Oswego School of Business August 2012 - December 2013
Pathfinder Bank February 2013 - May 2013
SUNY Oswego Investment Club March 2012 - May 2013
National Financial Network December 2011 - February 2012
Skills
Auditing, Insurance, Financial Planning, Investments, Negotiation, Public Speaking, PowerPoint, Customer Service, QuickBooks, ATB, Pro Series, Microsoft Excel, Morningstar, OnBase, Zeus, Teamwork, Strategic Financial..., Time Management, Social Networking, Management, Microsoft Word, Finance, Accounting
Education
Queens College 2013 — 2014
Master of Science (M.S.), Accounting
State University of New York College at Oswego 2009 — 2013
Bachelor's degree, Accounting
Plainview J.F.K Highschool 2005 — 2009
Advanced Regents Diploma, General Studies
Kristine Pecunia Kristine Pecunia's National Financial Network Experience October 2011 - Present
Job Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank January 2014 - Present
National Financial Network October 2011 - Present
Kings County Supreme Court- Civil Term June 2013 - August 2013
Newedge January 2013 - May 2013
Kings County Supreme Court- Civil Term June 2012 - August 2012
Bronx Supreme Court- Criminal Division June 2012 - July 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Teamwork, Social Media, Public Speaking, English
Education
New York Law School 2011 — 2014
J.D., Business Financial Services Law
Deutsche Bank January 2014 - Present
National Financial Network October 2011 - Present
Kings County Supreme Court- Civil Term June 2013 - August 2013
Newedge January 2013 - May 2013
Kings County Supreme Court- Civil Term June 2012 - August 2012
Bronx Supreme Court- Criminal Division June 2012 - July 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Teamwork, Social Media, Public Speaking, English
Education
New York Law School 2011 — 2014
J.D., Business Financial Services Law
Marisa Luciano Marisa Luciano's National Financial Network Experience June 2009 - August 2009
Job Registered Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors September 2015 - Present
David Lerner Associates, Inc. May 2012 - August 2015
David Lerner Associates, Inc. February 2011 - May 2012
National Financial Network June 2009 - August 2009
Skills
Series 7, Series 63, Securities, Mutual Funds, Asset Allocation, Investment Advisory, Retirement Planning, FINRA, Uniform Combined State..., Wealth Management, Retirement, 401k, Financial Services, Series 24, Portfolio Management, ETFs, Fixed Annuities, Equities, Financial Planning, Investments
Education
The University of Connecticut 2006 — 2010
Bachelor of Science (B.S.), Finance, General
Wells Fargo Advisors September 2015 - Present
David Lerner Associates, Inc. May 2012 - August 2015
David Lerner Associates, Inc. February 2011 - May 2012
National Financial Network June 2009 - August 2009
Skills
Series 7, Series 63, Securities, Mutual Funds, Asset Allocation, Investment Advisory, Retirement Planning, FINRA, Uniform Combined State..., Wealth Management, Retirement, 401k, Financial Services, Series 24, Portfolio Management, ETFs, Fixed Annuities, Equities, Financial Planning, Investments
Education
The University of Connecticut 2006 — 2010
Bachelor of Science (B.S.), Finance, General
Robert Votruba, Ph.D. Robert Votruba, Ph.D.'s National Financial Network Experience Regional Vice PresidentTD Waterhouse1994 - 2000
Job Senior Vice President at National Financial Network
Industry Financial Services
Experience
National Financial Network Regional Vice PresidentTD Waterhouse1994 - 2000
Education
Hofstra University 2006 — 2011
Doctor of Philosophy (Ph.D.), Doctorate - Applied Organizational Pscyhology
City University of New York-Baruch College - Zicklin School of Business 1996 — 2000
MBA, Finance & Investments
State University of New York College at Oneonta 1989 — 1993
BS, Business & Economics
National Financial Network Regional Vice PresidentTD Waterhouse1994 - 2000
Education
Hofstra University 2006 — 2011
Doctor of Philosophy (Ph.D.), Doctorate - Applied Organizational Pscyhology
City University of New York-Baruch College - Zicklin School of Business 1996 — 2000
MBA, Finance & Investments
State University of New York College at Oneonta 1989 — 1993
BS, Business & Economics
Matthew Mazzei Matthew Mazzei's National Financial Network Experience June 2013 - September 2013
Job JP Morgan Chase
Industry Financial Services
Experience
JPMorgan Chase July 2014 - Present
Dillon Capital Management April 2013 - June 2014
Drexel Dragon Fund September 2013 - March 2014
National Financial Network June 2013 - September 2013
Forensic Resolutions September 2012 - March 2013
Bimbo Bakeries USA September 2011 - March 2012
Heffler, Radetich & Saitta LLP September 2010 - March 2011
Skills
Microsoft Excel, Accounting, Financial Analysis, Microsoft Office, Microsoft Word, PowerPoint, Outlook, Budgets, Financial Reporting, Customer Service, Account Reconciliation, Strategic Planning, Accounts Payable, Forecasting, Economics, Management, Finance, Data Analysis, Analysis
Education
Drexel University 2009 — 2014
Bachelor of Science, Business Administration; Economics, Finance
JPMorgan Chase July 2014 - Present
Dillon Capital Management April 2013 - June 2014
Drexel Dragon Fund September 2013 - March 2014
National Financial Network June 2013 - September 2013
Forensic Resolutions September 2012 - March 2013
Bimbo Bakeries USA September 2011 - March 2012
Heffler, Radetich & Saitta LLP September 2010 - March 2011
Skills
Microsoft Excel, Accounting, Financial Analysis, Microsoft Office, Microsoft Word, PowerPoint, Outlook, Budgets, Financial Reporting, Customer Service, Account Reconciliation, Strategic Planning, Accounts Payable, Forecasting, Economics, Management, Finance, Data Analysis, Analysis
Education
Drexel University 2009 — 2014
Bachelor of Science, Business Administration; Economics, Finance
Christian A. Mota Vélez's National Financial Network Experience September 2015 - Present
Job Financial Representative at National Financial Network
Industry Financial Services
Experience
National Financial Network September 2015 - Present
Kellogg Company May 2012 - August 2012
Skills
Financial Planning, Management, Leadership, Teamwork, Social Media, Public Speaking, Microsoft Excel, Relationship Building, Sales, Time Management
Education
Penn State University 2011 — 2015
Bachelor's Degree, Major: Energy Business and Finance Minor: Entrepreneurship, Senior
Dalian University of Technology 2014 — 2014
Bachelor's Degree, Chinese Economics and Chinese Energy and Environmental Policy, Energy and Economics
St. Mary's School 1999 — 2011
High School
National Financial Network September 2015 - Present
Kellogg Company May 2012 - August 2012
Skills
Financial Planning, Management, Leadership, Teamwork, Social Media, Public Speaking, Microsoft Excel, Relationship Building, Sales, Time Management
Education
Penn State University 2011 — 2015
Bachelor's Degree, Major: Energy Business and Finance Minor: Entrepreneurship, Senior
Dalian University of Technology 2014 — 2014
Bachelor's Degree, Chinese Economics and Chinese Energy and Environmental Policy, Energy and Economics
St. Mary's School 1999 — 2011
High School
Brandon Divack Brandon Divack's National Financial Network Experience January 2015 - Present
Job Life Insurance Intern at National Financial Network
Industry
Experience
National Financial Network January 2015 - Present
JNK Securities June 2014 - August 2014
Van Wagner Sports Group June 2013 - June 2014
Education
City University of New York-Brooklyn College 2013 — 2016
Indiana University Bloomington 2012 — 2013
Roslyn High School 2008 — 2012
National Financial Network January 2015 - Present
JNK Securities June 2014 - August 2014
Van Wagner Sports Group June 2013 - June 2014
Education
City University of New York-Brooklyn College 2013 — 2016
Indiana University Bloomington 2012 — 2013
Roslyn High School 2008 — 2012
Jason Starr's National Financial Network Experience July 2009 - March 2012
Job Financial Advisor at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group March 2012 - Present
National Financial Network July 2009 - March 2012
Skills
FINRA Series 7..., FINRA Series 66..., Licensed Life, Accident..., Strategic Financial..., Retirement, Financial Planning, Insurance, Disability Insurance, Series 7, Marketing, Long-term Care
Education
Touro College Jacob D. Fuchsberg Law Center 2002 — 2003
City University of New York-Brooklyn College 1998 — 2002
B.A., Political Science
MassMutual Financial Group March 2012 - Present
National Financial Network July 2009 - March 2012
Skills
FINRA Series 7..., FINRA Series 66..., Licensed Life, Accident..., Strategic Financial..., Retirement, Financial Planning, Insurance, Disability Insurance, Series 7, Marketing, Long-term Care
Education
Touro College Jacob D. Fuchsberg Law Center 2002 — 2003
City University of New York-Brooklyn College 1998 — 2002
B.A., Political Science
Frank Aurori Frank Aurori's National Financial Network Experience February 2015 - May 2015
Job Billing Analyst at Wyndham Hotel Group
Industry Financial Services
Experience
Wyndham Hotel Group September 2015 - Present
National Financial Network February 2015 - May 2015
Advanced Musculoskeletal Center June 2010 - August 2014
Exclusive Auto Source, Inc. June 2013 - August 2013
Skills
Microsoft Excel, Microsoft Office, Bloomberg Terminal, Databases, Interpersonal Skill, Access, SharePoint, Group Work, Microsoft Word, PowerPoint, Financial Services, Sales, Event Planning, Customer Service
Education
James Madison University - College of Business 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, Concentration in Financial Analysis
Wyndham Hotel Group September 2015 - Present
National Financial Network February 2015 - May 2015
Advanced Musculoskeletal Center June 2010 - August 2014
Exclusive Auto Source, Inc. June 2013 - August 2013
Skills
Microsoft Excel, Microsoft Office, Bloomberg Terminal, Databases, Interpersonal Skill, Access, SharePoint, Group Work, Microsoft Word, PowerPoint, Financial Services, Sales, Event Planning, Customer Service
Education
James Madison University - College of Business 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, Concentration in Financial Analysis
Jonathan Bock Jonathan Bock's National Financial Network Experience May 2007 - August 2007
Job Director at Coldwell Banker Commercial Alliance
Industry Commercial Real Estate
Experience
Coldwell Banker Commercial Alliance May 2012 - Present
Inside Lacrosse March 2011 - August 2011
FilmNation Entertainment LLC May 2009 - August 2009
Long Island Service Squad 2007 - August 2009
West Hills Day May 2008 - August 2008
National Financial Network May 2007 - August 2007
525 America Wholesale Knitwear September 2004 - May 2006
Skills
Marketing, Sales, Cold Calling, Social Networking, Management, Social Media, Social Media Marketing, Facebook, Digital Marketing, Customer Service, Event Management, Advertising, Public Relations, Marketing Strategy, Insurance, Microsoft Office, Real Estate, Commercial Real Estate, Real Estate Financing, Real Estate Transactions
Education
Towson University 2007 — 2011
Bachelor in science, Sports management, Business minor
Syosset High School 2003 — 2007
Coldwell Banker Commercial Alliance May 2012 - Present
Inside Lacrosse March 2011 - August 2011
FilmNation Entertainment LLC May 2009 - August 2009
Long Island Service Squad 2007 - August 2009
West Hills Day May 2008 - August 2008
National Financial Network May 2007 - August 2007
525 America Wholesale Knitwear September 2004 - May 2006
Skills
Marketing, Sales, Cold Calling, Social Networking, Management, Social Media, Social Media Marketing, Facebook, Digital Marketing, Customer Service, Event Management, Advertising, Public Relations, Marketing Strategy, Insurance, Microsoft Office, Real Estate, Commercial Real Estate, Real Estate Financing, Real Estate Transactions
Education
Towson University 2007 — 2011
Bachelor in science, Sports management, Business minor
Syosset High School 2003 — 2007
Justin C. Russell's National Financial Network Experience June 2009 - March 2010
Job Chief Compliance Officer, Corporate Counsel at Vengroff Williams, Inc.
Industry Law Practice
Experience
Vengroff Williams, Inc. January 2013 - Present
The JR Legal Group July 2012 - Present
Vengroff Williams & Associates April 2011 - December 2012
Manatee/Sarasota County Public Defender September 2010 - March 2011
National Financial Network June 2009 - March 2010
Gulfcoast Legal Services December 2007 - May 2008
Pinellas County Public Defender's Office January 2008 - April 2008
Skills
Family Law, Legal Assistance, Real Estate, Criminal Law, Bankruptcy, Legal Research, Account Management, Negotiation, Strategic Planning, Corporate Law, Insurance, Marketing, Trials, Civil Litigation, Finance, Public Speaking, Investments, Mediation, Commercial Litigation, Legal Writing, Contract Negotiation, Sales, Litigation, Estate Planning, Due Diligence
Education
Stetson University College of Law 2005 — 2008
Juris Doctor
Florida State University 2001 — 2005
B.S., Magna Cum Laude in Political Science
Cardinal Mooney
University of Buenos Aires
University of Valencia
international business
Vengroff Williams, Inc. January 2013 - Present
The JR Legal Group July 2012 - Present
Vengroff Williams & Associates April 2011 - December 2012
Manatee/Sarasota County Public Defender September 2010 - March 2011
National Financial Network June 2009 - March 2010
Gulfcoast Legal Services December 2007 - May 2008
Pinellas County Public Defender's Office January 2008 - April 2008
Skills
Family Law, Legal Assistance, Real Estate, Criminal Law, Bankruptcy, Legal Research, Account Management, Negotiation, Strategic Planning, Corporate Law, Insurance, Marketing, Trials, Civil Litigation, Finance, Public Speaking, Investments, Mediation, Commercial Litigation, Legal Writing, Contract Negotiation, Sales, Litigation, Estate Planning, Due Diligence
Education
Stetson University College of Law 2005 — 2008
Juris Doctor
Florida State University 2001 — 2005
B.S., Magna Cum Laude in Political Science
Cardinal Mooney
University of Buenos Aires
University of Valencia
international business
Marc Merber Marc Merber's National Financial Network Experience May 2014 - Present
Job Financial Advisor and Financial Representative at National Financial Network
Industry Financial Services
Experience
National Financial Network May 2014 - Present
New England Financial January 2001 - April 2014
Phoenix Life Insurance Company January 1990 - December 2000
Skills
Strategic Financial..., Retirement Planning, Employee Benefits, Financial Services, Life Insurance, Mutual Funds, Investments, Insurance, Finance, Retirement, Microsoft Excel, Entrepreneurship, Health Insurance, Securities, Investment Strategies, Financial Advisory, Fixed Annuities, 401k
Education
State University of New York College at Fredonia 1979 — 1981
National Financial Network May 2014 - Present
New England Financial January 2001 - April 2014
Phoenix Life Insurance Company January 1990 - December 2000
Skills
Strategic Financial..., Retirement Planning, Employee Benefits, Financial Services, Life Insurance, Mutual Funds, Investments, Insurance, Finance, Retirement, Microsoft Excel, Entrepreneurship, Health Insurance, Securities, Investment Strategies, Financial Advisory, Fixed Annuities, 401k
Education
State University of New York College at Fredonia 1979 — 1981
Adam Brown's National Financial Network Experience 2009 - November 2010
Job Director, New Business Development/Sports Development at Laser Spine Institute
Industry Sports
Experience
Laser Spine Institute February 2015 - Present
Laser Spine Institute July 2013 - Present
Laser Spine Institute January 2012 - July 2013
National Financial Network 2009 - November 2010
Advantage Plus, Inc. February 2009 - June 2009
Advantage Plus, Inc. November 2007 - February 2009
Advantage Plus, Inc. May 2006 - November 2007
Advantage Plus, Inc. May 2004 - May 2006
Advantage Plus, Inc., May 2000 - August 2003
SWEAT June 1900 - July 1901
Skills
Sports, Event Management, Fundraising, Negotiation, Sports Marketing, Public Speaking, New Business Development, Sales Management, Business Planning, Product Development, Account Management, Contract Negotiation, Marketing, Sales, Training, Entrepreneurship, Leadership, Public Relations, Social Media Marketing, Microsoft Excel, Strategy, Healthcare, Management
Education
University of Florida 1999 — 2003
B.S., Family and Consumer Sciences/Human Sciences
H.B Plant High School 1996 — 1999
Jesuit 1995 — 1996
Laser Spine Institute February 2015 - Present
Laser Spine Institute July 2013 - Present
Laser Spine Institute January 2012 - July 2013
National Financial Network 2009 - November 2010
Advantage Plus, Inc. February 2009 - June 2009
Advantage Plus, Inc. November 2007 - February 2009
Advantage Plus, Inc. May 2006 - November 2007
Advantage Plus, Inc. May 2004 - May 2006
Advantage Plus, Inc., May 2000 - August 2003
SWEAT June 1900 - July 1901
Skills
Sports, Event Management, Fundraising, Negotiation, Sports Marketing, Public Speaking, New Business Development, Sales Management, Business Planning, Product Development, Account Management, Contract Negotiation, Marketing, Sales, Training, Entrepreneurship, Leadership, Public Relations, Social Media Marketing, Microsoft Excel, Strategy, Healthcare, Management
Education
University of Florida 1999 — 2003
B.S., Family and Consumer Sciences/Human Sciences
H.B Plant High School 1996 — 1999
Jesuit 1995 — 1996
Maureen A. Kent Maureen A. Kent's National Financial Network Experience October 1993 - January 2006
Job Commercial Lines at The Flood Group, LLC
Industry Insurance
Experience
The Flood Group, LLC June 2014 - Present
City Underwriting Agency, Inc. October 2012 - November 2013
Wright Risk Management November 2010 - September 2012
City Underwriting Agency, Inc. October 2008 - September 2010
R.B. Lewis Associates, Inc. February 2006 - May 2008
National Financial Network October 1993 - January 2006
Skills
Insurance, Workers Compensation, Claim, Property & Casualty..., Underwriting, Life Insurance, Disability Insurance, Legal Liability, Commercial Insurance, Professional Liability, Liability, Inland Marine, Casualty, Commercial Lines, Brokers, Umbrella Insurance, General Insurance, Reinsurance, Long-term Care, D&O, Excess, Employment Practices..., Liability Analysis, Surety Bonds, Health Insurance, Claims Management, Indemnity, Directors & Officers..., Insurance Brokerage, Property Claims, Employee Benefits, Accident, Subrogation, Homeowners, Litigation Management, Property Damage, Claim Investigation, Term Life Insurance, Claims Resolution, Fixed Annuities, Insurance Law, Risk Management, Medicare, Product Liability, Long Term Care Insurance, Claims Handling, Property, Retirement, Health Savings Accounts, 401k
Education
Nassau Community College 1977 — 1979
Communication, Journalism
The Flood Group, LLC June 2014 - Present
City Underwriting Agency, Inc. October 2012 - November 2013
Wright Risk Management November 2010 - September 2012
City Underwriting Agency, Inc. October 2008 - September 2010
R.B. Lewis Associates, Inc. February 2006 - May 2008
National Financial Network October 1993 - January 2006
Skills
Insurance, Workers Compensation, Claim, Property & Casualty..., Underwriting, Life Insurance, Disability Insurance, Legal Liability, Commercial Insurance, Professional Liability, Liability, Inland Marine, Casualty, Commercial Lines, Brokers, Umbrella Insurance, General Insurance, Reinsurance, Long-term Care, D&O, Excess, Employment Practices..., Liability Analysis, Surety Bonds, Health Insurance, Claims Management, Indemnity, Directors & Officers..., Insurance Brokerage, Property Claims, Employee Benefits, Accident, Subrogation, Homeowners, Litigation Management, Property Damage, Claim Investigation, Term Life Insurance, Claims Resolution, Fixed Annuities, Insurance Law, Risk Management, Medicare, Product Liability, Long Term Care Insurance, Claims Handling, Property, Retirement, Health Savings Accounts, 401k
Education
Nassau Community College 1977 — 1979
Communication, Journalism
Joseph Greco's National Financial Network Experience June 2004 - September 2005
Job Facilitator Coach Owner Entrepreneur | Palio, Inc. | Bella Vita Realty Partners
Industry Professional Training & Coaching
Experience
Palio, Inc. April 2015 - Present
AXIS Marketing Communications, Inc. June 2014 - Present
Day One Group January 2013 - Present
Bella Vita Realty Partners April 2012 - Present
Meridian Equity Partners September 2005 - August 2014
National Financial Network June 2004 - September 2005
Cuttone 2001 - 2004
Skills
Equities, Trading, Investments, Capital Markets, Portfolio Management, Securities, Start-ups, Analysis, Negotiation, Management, New Business Development, Business Analysis, Trading Strategies, Planning, Small Business, Problem Solving, Team Building, Budgeting, Hedging, Market Research, Relationship Management, Strategic Consulting, Facilitation, Public Speaking, Social Media, Strategy, Leadership, Derivatives, Hedge Funds, Risk Management
Education
Rensselaer Polytechnic Institute 1997 — 2001
BS, Management & Technology
Universiteit Maastricht 2000 — 2000
Palio, Inc. April 2015 - Present
AXIS Marketing Communications, Inc. June 2014 - Present
Day One Group January 2013 - Present
Bella Vita Realty Partners April 2012 - Present
Meridian Equity Partners September 2005 - August 2014
National Financial Network June 2004 - September 2005
Cuttone 2001 - 2004
Skills
Equities, Trading, Investments, Capital Markets, Portfolio Management, Securities, Start-ups, Analysis, Negotiation, Management, New Business Development, Business Analysis, Trading Strategies, Planning, Small Business, Problem Solving, Team Building, Budgeting, Hedging, Market Research, Relationship Management, Strategic Consulting, Facilitation, Public Speaking, Social Media, Strategy, Leadership, Derivatives, Hedge Funds, Risk Management
Education
Rensselaer Polytechnic Institute 1997 — 2001
BS, Management & Technology
Universiteit Maastricht 2000 — 2000
Joseph Orozco's National Financial Network Experience June 2006 - May 2008
Job Business Consultant @ First Data Corporation
Industry Financial Services
Experience
First Data Corporation June 2015 - Present
AT&T Mobility June 2008 - May 2015
National Financial Network June 2006 - May 2008
World Savings May 2004 - December 2005
Verizon Wireless December 2000 - March 2004
Skills
Performance Management, Team Management, Building Relationships, Team Building, Coaching, Leadership, New Business Development, Mortgage Lending, Portfolio Management, Universal Life, Strategic Planning, Budget and Sales..., Business Networking, Business Develop, Written & Oral..., Wireless Communications..., Telecommunication..., Sales Management, Sales Operations, Solution Selling, Direct Sales, Microsoft Office, Business Process..., Public Speaking, Computer Proficiency, Customer Experience, Customer Satisfaction, Wireless, Sales
Education
City University of New York-Baruch College - Zicklin School of Business 2010 — 2014
Bachelors, Computer Systems Networking and Telecommunications
Queensborough Community College 2008 — 2010
Associate of Science (A.S.), Business Administration, Management and Operations
Stony Brook University 1998 — 2000
Engineering
First Data Corporation June 2015 - Present
AT&T Mobility June 2008 - May 2015
National Financial Network June 2006 - May 2008
World Savings May 2004 - December 2005
Verizon Wireless December 2000 - March 2004
Skills
Performance Management, Team Management, Building Relationships, Team Building, Coaching, Leadership, New Business Development, Mortgage Lending, Portfolio Management, Universal Life, Strategic Planning, Budget and Sales..., Business Networking, Business Develop, Written & Oral..., Wireless Communications..., Telecommunication..., Sales Management, Sales Operations, Solution Selling, Direct Sales, Microsoft Office, Business Process..., Public Speaking, Computer Proficiency, Customer Experience, Customer Satisfaction, Wireless, Sales
Education
City University of New York-Baruch College - Zicklin School of Business 2010 — 2014
Bachelors, Computer Systems Networking and Telecommunications
Queensborough Community College 2008 — 2010
Associate of Science (A.S.), Business Administration, Management and Operations
Stony Brook University 1998 — 2000
Engineering
Jeff Deegan's National Financial Network Experience March 2013 - Present
Job Financial Representative
Industry Financial Services
Experience
National Financial Network March 2013 - Present
LPL Financial January 2013 - September 2014
Wells Fargo Advisors, LLC August 2010 - January 2012
Chase Investment Services Corp. September 2004 - August 2010
Merrill Lynch June 2003 - September 2004
Freudenberg Nonwovens December 1994 - February 2002
DMI Personal Care June 1992 - December 1994
Revlon February 1988 - June 1991
Education
New Jersey Institute of Technology 1985 — 1987
MS, Management
New Jersey Institute of Technology 1980 — 1984
BS, Industrial Administration
National Financial Network March 2013 - Present
LPL Financial January 2013 - September 2014
Wells Fargo Advisors, LLC August 2010 - January 2012
Chase Investment Services Corp. September 2004 - August 2010
Merrill Lynch June 2003 - September 2004
Freudenberg Nonwovens December 1994 - February 2002
DMI Personal Care June 1992 - December 1994
Revlon February 1988 - June 1991
Education
New Jersey Institute of Technology 1985 — 1987
MS, Management
New Jersey Institute of Technology 1980 — 1984
BS, Industrial Administration
Pam Chong's National Financial Network Experience October 2007 - Present
Job Financial Specialist at National Financial Network
Industry Financial Services
Experience
National Financial Network October 2007 - Present
New York Life April 2001 - September 2007
Ashbrooke Associates November 2000 - March 2001
Education
Damelin 1978 — 1981
BA, Communications
National Financial Network October 2007 - Present
New York Life April 2001 - September 2007
Ashbrooke Associates November 2000 - March 2001
Education
Damelin 1978 — 1981
BA, Communications
Ray Ehrlich CLTC's National Financial Network Experience January 2012 - Present
Job Senior Service Representative
Industry Financial Services
Experience
National Financial Network January 2012 - Present
National Financial Network January 2012 - Present
Senior Service Representative for Medicare Plans January 2011 - Present
National Financial Network LLC January 2000 - Present
national financial network llc December 1999 - Present
Guardian / Park Avenue Securities 1999 - Present
Guardian Life Insurance 1999 - Present
National Financial Network/Guardian Life Insurance Co 1999 - Present
Skills
Disability Insurance, Annuities, Annuity, Long Term Care, Long-term Care, Insurance, Mutual Funds, Retirement Planning, Health Insurance, Financial Planning, Wealth Accumulation, Retirement, Employee Benefits, Estate Planning, Small Business, Succession Planning, Wealth
Education
NYU
National Financial Network January 2012 - Present
National Financial Network January 2012 - Present
Senior Service Representative for Medicare Plans January 2011 - Present
National Financial Network LLC January 2000 - Present
national financial network llc December 1999 - Present
Guardian / Park Avenue Securities 1999 - Present
Guardian Life Insurance 1999 - Present
National Financial Network/Guardian Life Insurance Co 1999 - Present
Skills
Disability Insurance, Annuities, Annuity, Long Term Care, Long-term Care, Insurance, Mutual Funds, Retirement Planning, Health Insurance, Financial Planning, Wealth Accumulation, Retirement, Employee Benefits, Estate Planning, Small Business, Succession Planning, Wealth
Education
NYU
Chris Schlack's National Financial Network Experience November 2008 - February 2009
Job Associate Director Product Development & Management at UBS
Industry Financial Services
Experience
UBS June 2015 - Present
Appalachian Trail March 2014 - September 2014
Bank of America Merrill Lynch September 2009 - March 2014
Club KO Kickboxing February 2009 - September 2010
National Financial Network November 2008 - February 2009
Bear Stearns May 2007 - August 2007
Trio Landscaping 2000 - 2004
Skills
Equities, Series 7, Alternative Investments, Securities, Mutual Funds, Wealth Management, Investments, Trading, Asset Managment, Series 66, Financial Modeling, Hedge Funds, Managed Futures, Private Equity, Bloomberg, Microsoft Office, Microsoft Excel, Salesforce.com, Spotfire, Derivatives, Portfolio Management, Investment Strategies, Valuation, Financial Analysis, Finance, Asset Management
Education
Seton Hall University 2004 — 2008
BS, Concentration in Finance, Certicate in BMIS, 3.96
UBS June 2015 - Present
Appalachian Trail March 2014 - September 2014
Bank of America Merrill Lynch September 2009 - March 2014
Club KO Kickboxing February 2009 - September 2010
National Financial Network November 2008 - February 2009
Bear Stearns May 2007 - August 2007
Trio Landscaping 2000 - 2004
Skills
Equities, Series 7, Alternative Investments, Securities, Mutual Funds, Wealth Management, Investments, Trading, Asset Managment, Series 66, Financial Modeling, Hedge Funds, Managed Futures, Private Equity, Bloomberg, Microsoft Office, Microsoft Excel, Salesforce.com, Spotfire, Derivatives, Portfolio Management, Investment Strategies, Valuation, Financial Analysis, Finance, Asset Management
Education
Seton Hall University 2004 — 2008
BS, Concentration in Finance, Certicate in BMIS, 3.96
Alex Heyniger's National Financial Network Experience October 2009 - April 2010
Job at Lindberg & Ripple
Industry Financial Services
Experience
Lindberg & Ripple April 2010 - Present
National Financial Network October 2009 - April 2010
AXA Equitable July 2008 - July 2009
Education
Central Connecticut State University
BA, Business Management
Lindberg & Ripple April 2010 - Present
National Financial Network October 2009 - April 2010
AXA Equitable July 2008 - July 2009
Education
Central Connecticut State University
BA, Business Management
Paul Ehrman's National Financial Network Experience Financial representativeMax New York Life InsuranceMarch 2003 - March 2007
Job Financial specialist at National Financial Network
Industry Financial Services
Experience
National Financial Network Financial representativeMax New York Life InsuranceMarch 2003 - March 2007
Education
Pace University 1965 — 1971
BS, Business
National Financial Network Financial representativeMax New York Life InsuranceMarch 2003 - March 2007
Education
Pace University 1965 — 1971
BS, Business
Sindi Milo's National Financial Network Experience 2008 - 2010
Job JPMorgan Chase & Company
Industry Banking
Experience
JPMorgan Chase & Co. September 2014 - Present
Mitsubishi UFJ Trust & Banking Corporation (U.S.A.) July 2013 - September 2014
Mitsubishi UFJ Trust & Banking Corporation (U.S.A.) March 2012 - July 2013
Aleutian Capital Partners January 2012 - March 2012
JPMorgan Chase September 2010 - January 2012
National Financial Network 2008 - 2010
Skills
Investments, Equities, Financial Modeling, Financial Analysis, Wealth Management, Alternative Investments, Microsoft Excel, Bloomberg, Retirement Planning, Investment Banking, Capital IQ, Insurance, Valuation, Equity Research, Asset Managment, Securities, Financial Statement..., Hedge Funds, Asset Management, Portfolio Management, Loans, Banking, Fixed Income, Finance, Bonds, Corporate Finance, Mergers, Life Insurance, Wealth, Financial Services, Bloomberg Terminal, Mutual Funds
Education
City University of New York-Baruch College - Zicklin School of Business 2007 — 2011
Bachelor of Business Administration, Finance and Investments
JPMorgan Chase & Co. September 2014 - Present
Mitsubishi UFJ Trust & Banking Corporation (U.S.A.) July 2013 - September 2014
Mitsubishi UFJ Trust & Banking Corporation (U.S.A.) March 2012 - July 2013
Aleutian Capital Partners January 2012 - March 2012
JPMorgan Chase September 2010 - January 2012
National Financial Network 2008 - 2010
Skills
Investments, Equities, Financial Modeling, Financial Analysis, Wealth Management, Alternative Investments, Microsoft Excel, Bloomberg, Retirement Planning, Investment Banking, Capital IQ, Insurance, Valuation, Equity Research, Asset Managment, Securities, Financial Statement..., Hedge Funds, Asset Management, Portfolio Management, Loans, Banking, Fixed Income, Finance, Bonds, Corporate Finance, Mergers, Life Insurance, Wealth, Financial Services, Bloomberg Terminal, Mutual Funds
Education
City University of New York-Baruch College - Zicklin School of Business 2007 — 2011
Bachelor of Business Administration, Finance and Investments
Amrom Israel, CLTC's National Financial Network Experience January 2009 - March 2013
Job Sales Manager at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group July 2013 - Present
National Financial Network January 2009 - March 2013
The Guardian Life Insurance Company of America January 2009 - March 2013
Skills
Retirement Planning, Disability Insurance, Retirement, Insurance, Fixed Annuities, Long-term Care, Whole Life, Sales, Long Term Care Insurance, Life Insurance, Estate Planning, Wealth Accumulation, Term Life Insurance, Universal Life, Financial Services, Wealth
Education
Yeshiva of Nitra Rabbinical College 2002 — 2007
MassMutual Financial Group July 2013 - Present
National Financial Network January 2009 - March 2013
The Guardian Life Insurance Company of America January 2009 - March 2013
Skills
Retirement Planning, Disability Insurance, Retirement, Insurance, Fixed Annuities, Long-term Care, Whole Life, Sales, Long Term Care Insurance, Life Insurance, Estate Planning, Wealth Accumulation, Term Life Insurance, Universal Life, Financial Services, Wealth
Education
Yeshiva of Nitra Rabbinical College 2002 — 2007
Michelangelo Pirrello's National Financial Network Experience 2003 - 2006
Job Registered Representative at Center for Wealth Preservation
Industry Financial Services
Experience
Center for Wealth Preservation December 2014 - Present
AXA Advisors September 2008 - March 2013
National Financial Network 2003 - 2006
Prudential Financial December 1995 - September 2003
Skills
Investments, Fixed Annuities, Insurance, Securities, Retirement Planning, Retirement, Mutual Funds, Wealth Management, Life Insurance, Estate Planning, Strategic Financial..., 401k, IRAs, Disability Insurance, Long-term Care, Asset Allocation, Financial Planners, Financial Planning
Education
Polytechnic University 1984 — 1985
Associate of Science (A.S.), Aerospace, Aeronautical and Astronautical Engineering
Laguardia Community College 1981 — 1983
Associate of Science (A.S.), Theoretical and Mathematical Physics
Center for Wealth Preservation December 2014 - Present
AXA Advisors September 2008 - March 2013
National Financial Network 2003 - 2006
Prudential Financial December 1995 - September 2003
Skills
Investments, Fixed Annuities, Insurance, Securities, Retirement Planning, Retirement, Mutual Funds, Wealth Management, Life Insurance, Estate Planning, Strategic Financial..., 401k, IRAs, Disability Insurance, Long-term Care, Asset Allocation, Financial Planners, Financial Planning
Education
Polytechnic University 1984 — 1985
Associate of Science (A.S.), Aerospace, Aeronautical and Astronautical Engineering
Laguardia Community College 1981 — 1983
Associate of Science (A.S.), Theoretical and Mathematical Physics
Douglas Holzer's National Financial Network Experience April 2012 - Present
Job Financial Specialist at National Financial Network
Industry Financial Services
Experience
National Financial Network April 2012 - Present
Royal Brokerage October 2012 - Present
New York Life Insurance Company May 2010 - April 2012
Maxim Group December 2008 - May 2010
Skills
Series 7, Series 63, Mutual Funds, Retirement Planning, Wealth Management, Asset Allocation, Variable Annuities, Fixed Annuities, Disability Insurance, Life Insurance, Group Benefit Plans, Health Insurance, 401k Rollovers, Long Term Care Insurance, Employee Benefits, Key Person Insurance, 529 Plans, Roth IRA
Education
Hofstra University 1997 — 2001
National Financial Network April 2012 - Present
Royal Brokerage October 2012 - Present
New York Life Insurance Company May 2010 - April 2012
Maxim Group December 2008 - May 2010
Skills
Series 7, Series 63, Mutual Funds, Retirement Planning, Wealth Management, Asset Allocation, Variable Annuities, Fixed Annuities, Disability Insurance, Life Insurance, Group Benefit Plans, Health Insurance, 401k Rollovers, Long Term Care Insurance, Employee Benefits, Key Person Insurance, 529 Plans, Roth IRA
Education
Hofstra University 1997 — 2001
Ira Lopkin's National Financial Network Experience 1998 - Present
Job broker manager at National Financial Network
Industry Financial Services
Experience
National Financial Network 1998 - Present
Skills
Real Estate, Investments, FHA, Loans, Mortgage Lending, Fixed Annuities, Long-term Care, Retirement Planning, Term Life Insurance, Asset Management, Retirement, Health Insurance
Education
Long Island University, Brooklyn Campus
Political Science and Government
National Financial Network 1998 - Present
Skills
Real Estate, Investments, FHA, Loans, Mortgage Lending, Fixed Annuities, Long-term Care, Retirement Planning, Term Life Insurance, Asset Management, Retirement, Health Insurance
Education
Long Island University, Brooklyn Campus
Political Science and Government
Vanessa Purkari's National Financial Network Experience January 2007 - Present
Job Assistant at National Financial Network
Industry Financial Services
Experience
National Financial Network January 2007 - Present
Education
Baruch College, City University of New York (CUNY) 1999 — 2003
BBA, Marketing and Advertising
National Financial Network January 2007 - Present
Education
Baruch College, City University of New York (CUNY) 1999 — 2003
BBA, Marketing and Advertising
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY