New England Wealth Strategies
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New England Wealth Strategies Employees
Employee
Years
Job
Industry
Ellen McCormick Ellen McCormick's New England Wealth Strategies Experience May 2008 - May 2010
Job Top Sales Professional
Industry Medical Devices
Experience
Lost Dog Project USA August 2012 - Present
Wilcox & McCormick January 2012 - Present
Wachovia, A Wells Fargo Company December 2010 - January 2012
New England Wealth Strategies May 2008 - May 2010
Merits Health Products February 2005 - June 2008
Skills
Cold Calling Expert, Sales Management, Strategic Planning, New Business Development, Marketing Strategy, Microsoft Office, Microsoft Excel, Microsoft Word, Apple, Outside Sales, Customer Satisfaction, QuickBooks, Account Management, Budgets, Contract Negotiation, Customer Service, Finance, Financial Analysis, Forecasting, Investments, Leadership, Management, Marketing, Sales, Salesforce.com, Team Building
Education
Rosemont College 2001 — 2004
Bachelor's degree, Political Science
St. Joseph's University 1998 — 2001
Scranton Preparatory School 1994 — 1998
Lost Dog Project USA August 2012 - Present
Wilcox & McCormick January 2012 - Present
Wachovia, A Wells Fargo Company December 2010 - January 2012
New England Wealth Strategies May 2008 - May 2010
Merits Health Products February 2005 - June 2008
Skills
Cold Calling Expert, Sales Management, Strategic Planning, New Business Development, Marketing Strategy, Microsoft Office, Microsoft Excel, Microsoft Word, Apple, Outside Sales, Customer Satisfaction, QuickBooks, Account Management, Budgets, Contract Negotiation, Customer Service, Finance, Financial Analysis, Forecasting, Investments, Leadership, Management, Marketing, Sales, Salesforce.com, Team Building
Education
Rosemont College 2001 — 2004
Bachelor's degree, Political Science
St. Joseph's University 1998 — 2001
Scranton Preparatory School 1994 — 1998
Chelsea Zhang Chelsea Zhang's New England Wealth Strategies Experience June 2011 - August 2011
Job Recent Graduate at Hofstra University Seeking a Fulltime Position
Industry Marketing and Advertising
Experience
Worldcast Inc November 2012 - January 2013
New England Wealth Strategies June 2011 - August 2011
Medichat Corporation June 2011 - August 2011
Skills
Microsoft Excel, Microsoft Office, Social Media, PowerPoint, Social Media Marketing, Microsoft Word, Market Research, SPSS, Facebook, Mandarin, English, Marketing, Marketing Communications, Data Analysis, Social Networking, Marketing Strategy, Research, Team Leadership, Customer Service, Digital Marketing, Marketing Research
Education
Hofstra University 2010 — 2012
Master of Science (M.S.), Marketing
Worldcast Inc November 2012 - January 2013
New England Wealth Strategies June 2011 - August 2011
Medichat Corporation June 2011 - August 2011
Skills
Microsoft Excel, Microsoft Office, Social Media, PowerPoint, Social Media Marketing, Microsoft Word, Market Research, SPSS, Facebook, Mandarin, English, Marketing, Marketing Communications, Data Analysis, Social Networking, Marketing Strategy, Research, Team Leadership, Customer Service, Digital Marketing, Marketing Research
Education
Hofstra University 2010 — 2012
Master of Science (M.S.), Marketing
Joseph M Tavernite, CLF Joseph M Tavernite, CLF's New England Wealth Strategies Experience January 2011 - May 2014
Job Managing Director Principal Financial Group
Industry Financial Services
Experience
NAIFA NY State June 2014 - Present
Principal Financial Group June 2014 - Present
NAIFA-New York September 2013 - Present
NAIFA-Greater Metro Region June 2012 - Present
New England Wealth Strategies January 2011 - May 2014
Planning Center for Professionals, Inc. March 2000 - January 2011
The MONY Group August 1996 - January 2000
Skills
Life Insurance, Disability Insurance, Financial Services, Asset Managment, Retirement Planning, FINRA, Fixed Annuities, Financial Advisory, Mutual Funds, Wealth Management, Retirement, Insurance, Risk Management, Financial Analysis, Investments, Series 7, Investment Advisory, Wealth Management..., Estate Planning, Strategic Financial..., Portfolio Management, Long-term Care, Term Life Insurance, IRAs, Asset Management, Wealth Accumulation, Investment Management, Series 6, Securities, Financial Planners, 401k, Employee Benefits, Variable Annuities, Wealth, Small Business, Asset Allocation, Long Term Care Insurance, Whole Life, Series 63, Finance, Investment Strategies, 401k Rollovers, Pensions, Alternative Investments, Series 24, Bonds, Health Insurance, Personal Finance, Personal Financial..., Retirement Savings
Education
The American College 2006 — 2008
CLF, Finance
NAIFA NY State June 2014 - Present
Principal Financial Group June 2014 - Present
NAIFA-New York September 2013 - Present
NAIFA-Greater Metro Region June 2012 - Present
New England Wealth Strategies January 2011 - May 2014
Planning Center for Professionals, Inc. March 2000 - January 2011
The MONY Group August 1996 - January 2000
Skills
Life Insurance, Disability Insurance, Financial Services, Asset Managment, Retirement Planning, FINRA, Fixed Annuities, Financial Advisory, Mutual Funds, Wealth Management, Retirement, Insurance, Risk Management, Financial Analysis, Investments, Series 7, Investment Advisory, Wealth Management..., Estate Planning, Strategic Financial..., Portfolio Management, Long-term Care, Term Life Insurance, IRAs, Asset Management, Wealth Accumulation, Investment Management, Series 6, Securities, Financial Planners, 401k, Employee Benefits, Variable Annuities, Wealth, Small Business, Asset Allocation, Long Term Care Insurance, Whole Life, Series 63, Finance, Investment Strategies, 401k Rollovers, Pensions, Alternative Investments, Series 24, Bonds, Health Insurance, Personal Finance, Personal Financial..., Retirement Savings
Education
The American College 2006 — 2008
CLF, Finance
Kimberly Dulude's New England Wealth Strategies Experience September 2007 - May 2008
Job Financial Analyst
Industry Airlines/Aviation
Experience
Carlisle Construction Materials September 2014 - December 2014
HomeServe USA May 2011 - March 2012
JetBlue Airways January 2009 - June 2011
General Electric June 2008 - January 2009
New England Wealth Strategies September 2007 - May 2008
Skills
Journal Entries, Business Process..., Banking, Spanish, Forecasting, Visio, Customer Satisfaction, Analytical Skills, Six Sigma, Finance, Strategic Planning, Leadership, Financial Analysis, Process Improvement, Accounting, Customer Service, Budgets
Education
Sacred Heart University 2005 — 2009
BS, Finance and Business Management
Carlisle Construction Materials September 2014 - December 2014
HomeServe USA May 2011 - March 2012
JetBlue Airways January 2009 - June 2011
General Electric June 2008 - January 2009
New England Wealth Strategies September 2007 - May 2008
Skills
Journal Entries, Business Process..., Banking, Spanish, Forecasting, Visio, Customer Satisfaction, Analytical Skills, Six Sigma, Finance, Strategic Planning, Leadership, Financial Analysis, Process Improvement, Accounting, Customer Service, Budgets
Education
Sacred Heart University 2005 — 2009
BS, Finance and Business Management
Michael Mucchetti's New England Wealth Strategies Experience February 2008 - October 2009
Job Consultant and Account Executive Focused On Customer Development and Growth at SLAIT Consulting
Industry Information Technology and Services
Experience
SLAIT Consulting December 2012 - Present
NetApp November 2010 - December 2012
NetApp November 2010 - May 2012
Apple October 2009 - November 2010
New England Wealth Strategies February 2008 - October 2009
Skills
Cloud Computing, Salesforce.com, Channel, Solution Selling, Storage, Storage Virtualization, SaaS, Business Development, Managed Services, NetApp, Networking, Integration, Professional Services, Enterprise Software, Data Center, CRM, Management
Education
Quinnipiac University 2001 — 2005
BA, History
SLAIT Consulting December 2012 - Present
NetApp November 2010 - December 2012
NetApp November 2010 - May 2012
Apple October 2009 - November 2010
New England Wealth Strategies February 2008 - October 2009
Skills
Cloud Computing, Salesforce.com, Channel, Solution Selling, Storage, Storage Virtualization, SaaS, Business Development, Managed Services, NetApp, Networking, Integration, Professional Services, Enterprise Software, Data Center, CRM, Management
Education
Quinnipiac University 2001 — 2005
BA, History
Owen Salvestrini Owen Salvestrini's New England Wealth Strategies Experience September 2005 - June 2007
Job Associate Sales Representative for Gotham Surgical/Arthrex
Industry Medical Devices
Experience
ECAC September 2013 - February 2015
Iona College October 2012 - August 2013
University of Rhode Island January 2009 - September 2012
Tampa Bay Buccaneers July 2008 - August 2008
Big East Conference August 2007 - July 2008
New England Wealth Strategies September 2005 - June 2007
Skills
Higher Education, Event Planning, Fundraising, Event Management, Sports Marketing, Non-profits, Public Relations, Microsoft Office, Volunteer Management, Stewardship, Philanthropy, Annual Giving, Management, Sports, Nonprofits, Leadership, Marketing Communications, Coaching, Athletics, Athletic Administration, Public Speaking
Education
Ohio University 2014 — 2016
PMSA, Sport Administration
Fairfield University 2001 — 2005
Bachelor of Arts, Economics
ECAC September 2013 - February 2015
Iona College October 2012 - August 2013
University of Rhode Island January 2009 - September 2012
Tampa Bay Buccaneers July 2008 - August 2008
Big East Conference August 2007 - July 2008
New England Wealth Strategies September 2005 - June 2007
Skills
Higher Education, Event Planning, Fundraising, Event Management, Sports Marketing, Non-profits, Public Relations, Microsoft Office, Volunteer Management, Stewardship, Philanthropy, Annual Giving, Management, Sports, Nonprofits, Leadership, Marketing Communications, Coaching, Athletics, Athletic Administration, Public Speaking
Education
Ohio University 2014 — 2016
PMSA, Sport Administration
Fairfield University 2001 — 2005
Bachelor of Arts, Economics
Audrey Schwartz, MBA Audrey Schwartz, MBA's New England Wealth Strategies Experience 2009 - 2011
Job Motivating clients to pursue a sound financial strategy in the Greater New York area
Industry Financial Services
Experience
New York Life Insurance Company October 2011 - Present
NYLIFE Securities LLC, Member FINRA/SIPC, a Licensed Insurance Agency October 2011 - Present
New England Securities January 2009 - September 2011
New England Wealth Strategies 2009 - 2011
Merrill Lynch June 1988 - January 2008
Federal Farm Credit Banks Funding Corporation 1983 - 1987
Skills
Insurance, Retirement, 401k Rollovers, annuity sales, wealth preservations, famility security, multigenerational..., gifting strategies, Licensed Life Insurance..., Estate Planning, asset protecion, investments, Retirement Planning, Small Business, Succession Planning, Licensed in Long -Term..., Annuity Sales, Asset Allocation, Bonds, Fixed Annuities, Gifting Strategies, Investments, Long-term Care, Series 7
Education
New York University - Leonard N. Stern School of Business 1983 — 1986
MBA, Finance
Cornell University 1977 — 1979
BS, Communication Arts
Stony Brook University 1975 — 1977
Plainview Old-Bethpage High School
New York Life Insurance Company October 2011 - Present
NYLIFE Securities LLC, Member FINRA/SIPC, a Licensed Insurance Agency October 2011 - Present
New England Securities January 2009 - September 2011
New England Wealth Strategies 2009 - 2011
Merrill Lynch June 1988 - January 2008
Federal Farm Credit Banks Funding Corporation 1983 - 1987
Skills
Insurance, Retirement, 401k Rollovers, annuity sales, wealth preservations, famility security, multigenerational..., gifting strategies, Licensed Life Insurance..., Estate Planning, asset protecion, investments, Retirement Planning, Small Business, Succession Planning, Licensed in Long -Term..., Annuity Sales, Asset Allocation, Bonds, Fixed Annuities, Gifting Strategies, Investments, Long-term Care, Series 7
Education
New York University - Leonard N. Stern School of Business 1983 — 1986
MBA, Finance
Cornell University 1977 — 1979
BS, Communication Arts
Stony Brook University 1975 — 1977
Plainview Old-Bethpage High School
Lorraine Padilla Lorraine Padilla's New England Wealth Strategies Experience 2004 - August 2013
Job President at Langdon Ford Financial
Industry Insurance
Experience
Allied Wealth Partners August 2013 - Present
New England Wealth Strategies 2004 - August 2013
Phoenix Life Insurance Company 1992 - 2004
Skills
Investments, Estate Planning, Wealth Management, Series 7, Strategic Financial..., 401k, Financial Services, Series 63, Asset Allocation, Risk Management, Series 6, Portfolio Management, Life Insurance, Retirement Planning
Education
New York University 1969 — 1973
Bachelor of Applied Science (B.A.Sc.), Mathematics
Allied Wealth Partners August 2013 - Present
New England Wealth Strategies 2004 - August 2013
Phoenix Life Insurance Company 1992 - 2004
Skills
Investments, Estate Planning, Wealth Management, Series 7, Strategic Financial..., 401k, Financial Services, Series 63, Asset Allocation, Risk Management, Series 6, Portfolio Management, Life Insurance, Retirement Planning
Education
New York University 1969 — 1973
Bachelor of Applied Science (B.A.Sc.), Mathematics
Keith Hanenberg Keith Hanenberg's New England Wealth Strategies Experience July 2000 - October 2013
Job Vice President of New York Metro
Industry Financial Services
Experience
Allied Wealth Partners November 2013 - Present
New England Wealth Strategies July 2000 - October 2013
Education
Carnegie Mellon University 1996 — 1999
Bachelor's Degree, Industrial Managment
Allied Wealth Partners November 2013 - Present
New England Wealth Strategies July 2000 - October 2013
Education
Carnegie Mellon University 1996 — 1999
Bachelor's Degree, Industrial Managment
Michael Parlato's New England Wealth Strategies Experience July 2008 - December 2009
Job Financial Services Professional at Thrivent Financial
Industry Financial Services
Experience
Thrivent Financial February 2014 - Present
Parlato Properties LLC / Glory Days Tavern December 2014 - June 2015
Mercedes-Benz Club of America 2013 - June 2015
North East Planning Corporation July 2013 - January 2014
New York Life Insurance Company September 2010 - March 2011
New England Wealth Strategies July 2008 - December 2009
Princeton Restaurants Inc August 1982 - March 2008
AT&T January 1981 - December 1985
Skills
Investments, Mutual Funds, Retirement Planning, Strategic Financial..., Portfolio Management, Hedge Funds, Wealth Management, Financial Services, Finance, Asset Management, Alternative Investments, Equities, Trading, Series 7, Retirement, Asset Allocation, Financial Advisory, Options, Capital Markets, Financial Analysis, Estate Planning, Investment Advisory, Fixed Annuities, Investment Strategies, Derivatives, Private Equity, Securities
Education
Manhattan College 1976 — 1980
Bachelor of Science (BS), Finance, General
Pace University - Lubin School of Business
Xaverian HS
Thrivent Financial February 2014 - Present
Parlato Properties LLC / Glory Days Tavern December 2014 - June 2015
Mercedes-Benz Club of America 2013 - June 2015
North East Planning Corporation July 2013 - January 2014
New York Life Insurance Company September 2010 - March 2011
New England Wealth Strategies July 2008 - December 2009
Princeton Restaurants Inc August 1982 - March 2008
AT&T January 1981 - December 1985
Skills
Investments, Mutual Funds, Retirement Planning, Strategic Financial..., Portfolio Management, Hedge Funds, Wealth Management, Financial Services, Finance, Asset Management, Alternative Investments, Equities, Trading, Series 7, Retirement, Asset Allocation, Financial Advisory, Options, Capital Markets, Financial Analysis, Estate Planning, Investment Advisory, Fixed Annuities, Investment Strategies, Derivatives, Private Equity, Securities
Education
Manhattan College 1976 — 1980
Bachelor of Science (BS), Finance, General
Pace University - Lubin School of Business
Xaverian HS
G. Christian Avery's New England Wealth Strategies Experience October 2008 - March 2010
Job Private Banker, Citizens Private Bank & Trust
Industry Banking
Experience
Citizens Financial Group, Inc. May 2015 - Present
JP Morgan February 2010 - May 2015
New England Wealth Strategies October 2008 - March 2010
Northwestern Mutual December 2007 - September 2008
Skills
Mutual Funds, Retirement Planning, Wealth Management, Series 63, Finance, Series, Life & Health Insurance..., Portfolio Management, Investments, Securities, Strategic Financial..., Financial Analysis, Series 7, Equities
Education
University of Connecticut 2003 — 2007
Brien McMahon
Citizens Financial Group, Inc. May 2015 - Present
JP Morgan February 2010 - May 2015
New England Wealth Strategies October 2008 - March 2010
Northwestern Mutual December 2007 - September 2008
Skills
Mutual Funds, Retirement Planning, Wealth Management, Series 63, Finance, Series, Life & Health Insurance..., Portfolio Management, Investments, Securities, Strategic Financial..., Financial Analysis, Series 7, Equities
Education
University of Connecticut 2003 — 2007
Brien McMahon
Cristal Brown, MBA's New England Wealth Strategies Experience April 2008 - October 2011
Job
Industry Financial Services
Experience
RAS April 2013 - January 2014
New England Wealth Strategies April 2008 - October 2011
Dreyfus-Mellon/Bank of NY October 2007 - April 2008
IFMG- Sun Life Financial July 2006 - October 2007
TIAA-CREF January 1997 - October 2004
TIAA-CREF January 1988 - January 1997
Skills
Insurance, Finance, Mutual Funds, Retirement, Financial Services, Leadership, Portfolio Management, Pensions, CRM, Investments, Retirement Planning, Term Life Insurance, Onboarding, Relationship Management, Financial Advisory, Team Building, Microsoft Access, MS Excel, Management
Education
Northeastern University 2012 — 2014
Master of Business Administration (MBA), Health/Health Care Management (minor)
Boston University 2009 — 2010
Paralegal Studies, Paralegal Studies
Marymount Manhattan College 1991 — 1995
Bachelors Degree, Business Administration
RAS April 2013 - January 2014
New England Wealth Strategies April 2008 - October 2011
Dreyfus-Mellon/Bank of NY October 2007 - April 2008
IFMG- Sun Life Financial July 2006 - October 2007
TIAA-CREF January 1997 - October 2004
TIAA-CREF January 1988 - January 1997
Skills
Insurance, Finance, Mutual Funds, Retirement, Financial Services, Leadership, Portfolio Management, Pensions, CRM, Investments, Retirement Planning, Term Life Insurance, Onboarding, Relationship Management, Financial Advisory, Team Building, Microsoft Access, MS Excel, Management
Education
Northeastern University 2012 — 2014
Master of Business Administration (MBA), Health/Health Care Management (minor)
Boston University 2009 — 2010
Paralegal Studies, Paralegal Studies
Marymount Manhattan College 1991 — 1995
Bachelors Degree, Business Administration
Jarvis Roque's New England Wealth Strategies Experience June 2004 - August 2004
Job Controller at AIS Capital Management, L.P.
Industry Investment Management
Experience
AIS Capital Management, L.P. June 2007 - Present
Rocksteady Images June 2013 - Present
New England Wealth Strategies June 2004 - August 2004
Skills
Budgets, Accounting, Microsoft Excel, Intuit QuickBooks, Intuit TurboTax, Adobe Lightroom, Business Writing, Financial Reporting, QuickBooks, Microsoft Office, Logistics, Lightroom, Management
Education
Penn State University 2002 — 2006
B.S., Accounting, Finance
AIS Capital Management, L.P. June 2007 - Present
Rocksteady Images June 2013 - Present
New England Wealth Strategies June 2004 - August 2004
Skills
Budgets, Accounting, Microsoft Excel, Intuit QuickBooks, Intuit TurboTax, Adobe Lightroom, Business Writing, Financial Reporting, QuickBooks, Microsoft Office, Logistics, Lightroom, Management
Education
Penn State University 2002 — 2006
B.S., Accounting, Finance
Luis Valdespino's New England Wealth Strategies Experience June 2011 - March 2013
Job Executive Recruiter at FusionFind LLC
Industry Financial Services
Experience
FusionFind LLC March 2013 - Present
New England Wealth Strategies June 2011 - March 2013
AXA Advisors March 2010 - May 2011
Cornerstone Financial - Affiliate of AXA Advisors October 2009 - April 2010
AXA Advisors May 2009 - August 2009
Adeptra May 2008 - August 2008
Skills
Series 7, Fixed Income, Mutual Funds, Investments, Asset Management, Securities, Alternative Investments, Equities, Financial Services, Fixed Annuities, Series 63, Financial Modeling, Derivatives, Strategic Financial..., Insurance, Financial Advisory, Finance
Education
The University of Connecticut 2005 — 2009
BA, Economics
Greenwich High School 2002 — 2005
High School Diploma
JP Taravella HS
FusionFind LLC March 2013 - Present
New England Wealth Strategies June 2011 - March 2013
AXA Advisors March 2010 - May 2011
Cornerstone Financial - Affiliate of AXA Advisors October 2009 - April 2010
AXA Advisors May 2009 - August 2009
Adeptra May 2008 - August 2008
Skills
Series 7, Fixed Income, Mutual Funds, Investments, Asset Management, Securities, Alternative Investments, Equities, Financial Services, Fixed Annuities, Series 63, Financial Modeling, Derivatives, Strategic Financial..., Insurance, Financial Advisory, Finance
Education
The University of Connecticut 2005 — 2009
BA, Economics
Greenwich High School 2002 — 2005
High School Diploma
JP Taravella HS
Elisabet Cerquozzi DaCruz's New England Wealth Strategies Experience May 2007 - August 2007
Job Quality Assurance Manager at Indata Gordon, Haskett and Co.
Industry Computer Software
Experience
Indata Gordon, Haskett and Co. May 2011 - Present
Indata Gordon, Haskett and Co. June 2008 - May 2011
Indata Gordon, Haskett and Co. January 2010 - January 2011
Harlow, Adams & Friedman, PC April 2005 - May 2008
New England Wealth Strategies May 2007 - August 2007
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Data Analysis, Microsoft Word, Microsoft SQL Server, Software Implementation, Customer Service, Team Leadership, Photoshop, Software Documentation, Databases, Troubleshooting, Microsoft Publisher, Training, Visual Studio, Visual Basic, System Administration, Testing, Project Management, MS Project, SharePoint
Education
Sacred Heart University 2004 — 2008
B.A., Double Major in Finance & Business Administration, Concentration in Marketing. Minor in Spanish.
Notre Dame H.S. 2000 — 2004
Indata Gordon, Haskett and Co. May 2011 - Present
Indata Gordon, Haskett and Co. June 2008 - May 2011
Indata Gordon, Haskett and Co. January 2010 - January 2011
Harlow, Adams & Friedman, PC April 2005 - May 2008
New England Wealth Strategies May 2007 - August 2007
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Data Analysis, Microsoft Word, Microsoft SQL Server, Software Implementation, Customer Service, Team Leadership, Photoshop, Software Documentation, Databases, Troubleshooting, Microsoft Publisher, Training, Visual Studio, Visual Basic, System Administration, Testing, Project Management, MS Project, SharePoint
Education
Sacred Heart University 2004 — 2008
B.A., Double Major in Finance & Business Administration, Concentration in Marketing. Minor in Spanish.
Notre Dame H.S. 2000 — 2004
Gerald Silberman's New England Wealth Strategies Experience January 1994 - Present
Job Registered Representative & Financial Adviser at New England Wealth Strategies
Industry Insurance
Experience
New England Wealth Strategies January 1994 - Present
75 rockefeller center January 2000 - January 2005
Skills
Long-term Care, FINRA, Wealth Management..., Insurance, Securities
Education
Syracuse University 1968 — 1972
business
New England Wealth Strategies January 1994 - Present
75 rockefeller center January 2000 - January 2005
Skills
Long-term Care, FINRA, Wealth Management..., Insurance, Securities
Education
Syracuse University 1968 — 1972
business