North Shore Financial Group, an Office of MetLife
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North Shore Financial Group, an Office of MetLife Employees
North Shore Financial Group, An Office of MetLife July 2007 - Present
Skills
Disability Insurance, 401k Rollovers, Life Insurance, Group Benefit Plans, Retirement Planning
Education
St. Joseph's College 2004 — 2006
Bachelor of Arts (BA), Business Administration and Management, General
Sacred Heart University 2002 — 2004
Sachem
North Shore Financial Group, An Office of MetLife October 2014 - Present
Professional Wealth Management January 2007 - Present
Mutual of Omaha January 1988 - September 2014
United States Marine Corps June 1982 - June 1986
Skills
Wealth Management, Fixed Annuities, Retirement Planning, Retirement, Long-term Care, IRAs, Disability Insurance, Risk Management, Underwriting, Insurance, Employee Benefits, Securities, General Insurance
Education
The American College
ChFC, LUTCF
TEKsystems April 2013 - Present
TEKsystems March 2011 - April 2013
North Shore Financial Group, An Office of MetLife July 2009 - March 2011
Skills
Technical Recruiting, Internet Recruiting, Staff Augmentation, Staffing Services, Recruiting, Temporary Placement, Fixed Income, Benefits Negotiation, Dressing, Business Analysis, Equities, SDLC, Vendor Management, Networking, Screening, Management, Software Development, Talent Acquisition, Screening Resumes, Applicant Tracking..., Sourcing, IT Recruitment, Financial Services, Information Technology, Permanent Placement, Resource Management, Executive Search
Education
LIU Post 2005 — 2009
B.S., Business Administration. Dual Concentration: Business Management/ Marketing
Attitude Financial Advisors, Inc. December 2014 - Present
Attitude Financial Advisors, An Office of MetLife April 2012 - December 2014
North Shore Financial Group, An Office of MetLife December 2010 - April 2012
Dexter Magnetic Technologies 2002 - 2009
Dexter Magnetic Technologies 2000 - 2001
Dexter Magnetic Technologies 1983 - 1999
Permag Corporation 1974 - 1982
Education
Baruch College, City University of New York (CUNY)
Bachelor of Business Administration, Marketing
Thermo Fisher Scientific (Clintrak Clinical Labeling) April 2013 - Present
Citation Clinical Labeling Systems August 2012 - January 2013
North Shore Financial Group, An Office of MetLife March 2011 - August 2012
Orlandi, Inc. July 2005 - November 2010
Fala Direct Marketing 1997 - 2005
American Medical Response May 2000 - August 2002
National Westminster Bank (NatWest) 1976 - 1997
Skills
Advertising, Offset Printing, Layout, Manufacturing, Purchasing, Process Scheduler, Microsoft Office, Manufacturing..., Digital Media, Digital Printing, Pharmaceutical Label...
Education
Rochester Institute of Technology
Certificate
Cold Spring Harbor High School
Graduate- Class of 1975
Citi September 2013 - Present
Center for Wealth Preservation March 2013 - September 2013
North Shore Financial Group, An Office of MetLife December 2008 - December 2012
Digital Brand Marketing Education 2010 - 2012
Skills
Wealth Management, Financial Planning, Mutual Funds, Retirement Planning, Fixed Annuities, Retirement, Disability Insurance, Long-term Care, Investments, IRAs, 401k Rollovers, Estate Planning, Life Insurance, Series 63, Financial Advisory, Financial Planners, Asset Allocation, 401k, Pensions, Series 6, Securities, Strategic Financial...
Education
Саратовский Государственный Социально-Экономический Университет / Saratov State Socio-Economic University 2001 — 2007
International Economics, marketing and finance, MA
Attitude Financial Advisors December 2014 - Present
Attitude Financial Advisors, An Office of MetLife April 2012 - December 2014
North Shore Financial Group, An Office of MetLife July 2008 - April 2012
Steve & Barry's March 2005 - July 2008
Skills
Securities, Investments, Real Estate, Financial Services, Finance, CRM, Strategic Financial..., Fixed Annuities, Management, Retirement Planning, Disability Insurance, Microsoft Excel, Life Insurance, Financial Analysis, Marketing, Wealth Management, FINRA
Education
Binghamton University 2000 — 2004
Bachelors, Industrial Systems Engineering & Math
Bethpage High School 1996 — 2000
Bethpage High School 1996 — 2000
North Shore Financial Group, An Office of MetLife 2000 - Present
Skills
Finance, Insurance, IRAs, Investments, Retirement, Management, Life Insurance, Financial Services, Sales, Financial Planning, Securities, Sales Management, Mutual Funds, Fixed Annuities, Pensions, Series 7, Retirement Planning, Marketing, Vendor Management, Asset Allocation, Disability Insurance, Series 6, Underwriting, Strategic Financial..., New Business Development, 401k, Property & Casualty..., Term Life Insurance, Estate Planning, Wealth Management, Health Insurance, Risk Management, Long-term Care, Strategic Planning, Series 63, Financial Advisory, Employee Benefits
Education
City University of New York-Herbert H. Lehman College
MS, Behavior Modification
Saint John's University
MBA, Finance and Investments
North Shore Financial Group, an Office of MetLife March 2006 - February 2013
AEGIS LENDING 2004 - 2006
Education
University of Delaware - Lerner College of Business and Economics 2001 — 2005
The Watson Agency June 2015 - Present
Louis C Ciliberti & Associates Ltd. August 2014 - May 2015
Travers & Associates August 2009 - May 2014
North Shore Financial Group, An Office of MetLife August 2007 - August 2009
Skills
Insurance, Estate Planning, Small Business, Finance, Customer Service, Fixed Annuities, Strategic Planning, Sales, Series 7, Public Speaking, Microsoft Office, Social Media, High Net Worth..., Series 63, Business Planning, Risk Management, Marketing
Education
State University of New York at Stony Brook
Bachelor of Arts (B.A.), 3.51
Newmark Knight Frank February 2012 - Present
Island Polo Realty Inc 2013 - 2015
Island Polo Realty Inc 2013 - 2014
North Shore Financial Group, An Office of MetLife September 2010 - February 2012
Prudential Douglas Elliman January 2001 - February 2012
Prudential Douglas Elliman January 2006 - January 2012
Prudential Douglas Elliman January 2002 - December 2004
East End Polo/Southampton Polo Club January 2000 - January 2002
Fair Isle Films Inc January 1994 - January 2000
Skills
Real Estate, Investors, Real Estate Transactions, Real Estate Development, Contract Negotiation, Residential Homes, Investment Properties, Brokerage, Sellers, Investments, First Time Home Buyers, Commercial Real Estate, Property Management, Buyers, Property, Buyer Representation, Listings, Disposition, Short Sales, Vacation Homes, Rentals, Condos, Leases, Selling, Landlords, Real Estate Financing, Luxury, Relocation, Marketing, Sales, Dispositions
Education
American University 1987 — 1991
BA, English Literature
Trinity College, University of Dublin 1984 — 1985
Millbrook School
Preparatory
MassMutual Financial Group December 2012 - Present
Mutual of America August 2010 - December 2012
Mutual of America August 2010 - December 2012
North Shore Financial Group an Office of MetLife December 2007 - August 2010
Skills
403B, 401k, Defined Benefit, Defined Contribution, Series 6, Series 63, NY Life and Health...
Education
Hofstra University 2004 — 2006
BBA, Management, Zarb School of Business
Farmingdale State College 2001 — 2003
AAS, Liberal Arts
North Shore Financial Group an office of Metlife March 2008 - Present
Citi October 2004 - March 2008
Transamerica March 2000 - March 2007
AIL Defense Systems 1995 - 2000
Education
Nassau Community College 1982 — 1985
Business Administration
Fashion Institute of Technology 1975 — 1977
Heritage Harbor Financial Advisors November 2007 - Present
North Shore Financial Group, An Office of MetLife 2007 - Present
Metropolitan Life Insurance Company November 2007 - Present
MetLife Securities, Inc. 2007 - Present
MetLife Securities, Inc. 2007 - Present
Skills
Investments, 401k Rollovers, Mutual Funds, Long-term Care, 401k, Securities, Fixed Annuities, Retirement Planning
Education
Marist College 2003 — 2007
BS, International Business, Economics
The London School of Economics and Political Science (LSE) 2005 — 2006
BS, International Business, Economics
Vanguard Funding May 2015 - Present
Capital One August 2014 - April 2015
Forest Hills Financial Group an agency of The Guardian Life Insurance Company of America New York,NY March 2013 - June 2014
Tuxedo Junction, Inc. October 2011 - February 2013
North Shore Financial Group, An Office of MetLife November 2008 - October 2011
New York Life Insurance Company July 2006 - October 2008
Topdot Mortgage 2005 - 2007
Skills
Fixed Annuities, Retirement Planning, 401k, Disability Insurance, Long-term Care, Series 63, Small Business, Securities, Employee Benefits, Estate Planning, Retirement, Finance, Financial Services, Mutual Funds, Financial Advisory, Financial Planners, Wealth Management, Life Insurance, Strategic Financial..., Asset Allocation, Insurance, Term Life Insurance, IRAs, Relationship Management, Banking, Personal Financial..., Financial Planning
Education
State University of New York College at Buffalo 2000 — 2005
B.A., Political Science
Holy Cross High School 1996 — 2000
The American College
LUTCF
Glassics Music October 2012 - Present
Islandia-Central Islip Rotary Club January 2011 - June 2014
North Shore Financial Group, An Office of MetLife September 2010 - October 2012
www.TimetoPlay.com July 2011 - July 2012
New York Life Insurance Company September 2008 - July 2010
Skills
Securities, Financial Services, Small Business, Finance, Fixed Annuities, Retirement Planning, Retirement, Mutual Funds, Disability Insurance, 401k, IRAs, Life Insurance, Long-term Care, Wealth Management, Insurance, Investments, Series 63, Strategic Financial..., Series 7, Estate Planning
Education
Bridgewater State University
Business Management
State University of New York - System
Remington Registry May 2013 - Present
North Shore Financial Group an office of Metlife September 2007 - July 2012
Design Capital Planning Group November 2001 - May 2005
Skills
Series 7, Mutual Funds, Financial Planning, Investments, Insurance, Asset Management, Retirement Planning, Employee Benefits, Estate Planning, Budgeting, Financial Analysis, Long Term Care, Annuities, Securities, Health Insurance, Business Planning, Financial Management, Succession Planning, Portfolio Management, Financial Advisory
Education
Suffolk County Community College 1999 — 2001
Longwood HS 1990 — 1993
Avnet Electronics Marketing November 2014 - Present
Alarmax Distributors, Inc. January 2013 - November 2014
Securi-Tech Solutions LLC October 2010 - December 2012
Adanced Digital Security Solutions, Inc. (DBA Samsung 360) May 2009 - September 2010
North Shore Financial Group, An Office of MetLife June 2008 - August 2008
Skills
Customer Service, Technical Support, Physical Security, Project Management, Business Analysis, Requirements Analysis, Integration, Process Improvement, Vendor Management, CCTV, Alarm Systems, Access Control, Fire Alarm
Education
Syracuse University - Martin J. Whitman School of Management 2005 — 2010
Bachelor’s Degree, Finance, Entrepreneurship and Emerging Enterprises, Cum Laude
Investment Banking Institute 2010 — 2010
Investment Banking, Financial Analysis & Valuation
North Shore Financial Group, An Office of MetLife December 2011 - Present
Education
Boston College 2007 — 2011
BS, Finance, Marketing
American College of Thessaloniki
Nationwide Insurance 2015 - Present
The AJG Agency June 2005 - Present
North Shore Financial Group, An Office of MetLife March 2003 - June 2005
National Life of Vermont June 2002 - December 2002
MetLife May 2001 - June 2002
Metlife May 2000 - May 2001
Mass Mutual Financial Group September 1999 - May 2000
Metlife October 1995 - September 1999
Skills
Fixed Annuities, Retirement Planning, Retirement, Long Term Care Insurance, Life Insurance, Financial Advisory, Disability Insurance, IRAs, Financial Services, Term Life Insurance, Whole Life, Critical Illness, Universal Life, 401k, Insurance, Long-term Care, Wealth Management, Leadership, Financial Planning, Sales, Series 7, Strategic Financial..., Entrepreneurship, Microsoft Office, Social Media Marketing, Lead Generation, Leadership Development, Team Leadership, Bookkeeping, Small Business, Customer Service, Compliance, B2B Marketing, Proposal Writing, Qualifying Prospects, Microsoft Excel, Recruiting, Seminars, College Education..., Self-starter, Self-driven, Selling, Solution Selling, College Savings Plans
Education
Market Trend Signal 2012 — 2013
Stock And Options Training Course
H&R Block 2000 — 2000
Tax Preparer Certificate, Federal & State Income Tax Preparation
Long Island University, C.W. Post Campus 1997 — 2000
Financial Planning Certificate, Financial Planning and Services
Suffolk County Community College 1981 — 1983
Associate's degree, Business Administration and Management, General
Adelphi University 1980 — 1981
Accounting
ARCAP Partners LLC November 2014 - Present
North Shore Financial Group, An Office of MetLife September 1980 - October 2014
Skills
Disability Insurance, Term Life Insurance, Mutual Funds, Annuities, Long Term Care, Business Planning, Estate Planning, Whole Life, Retirement Planning, 401k
Education
Boston University 1976 — 1979
CAL marketing consultants llc October 2014 - Present
Huntington Township Chamber of Commerce August 2005 - October 2014
North Shore Financial Group, An Office of MetLife August 2005 - August 2014
C & S Group 1969 - 1986
Skills
Retirement Planning, Insurance, Wealth Management, Investments, Finance, Mutual Funds, Fixed Annuities, Financial Services, Long-term Care, Annuities
Education
New York University 1959 — 1963
BS, Finance
richmond hill h.s. queens n.y 1954 — 1959
Pristine Marine May 2013 - Present
Florida Shrink Wrap May 2013 - Present
SEO SEM SMM January 2011 - Present
Wells Fargo Advisors August 2012 - December 2012
Coverago 2011 - 2012
JPMorgan Chase 2010 - October 2011
North Shore Financial Group, An Office of MetLife 2009 - 2010
Skills
Investments, Financial Modeling, Series 7, Financial Analysis, Investment Banking, Business Development
Education
Sacred Heart University John F. Welch School of Business 2005 — 2009
Bachelor of Science (BS), Finance and Administration (Dual Major)
Sacred Heart University 2005 — 2009
Bachelor of Science (BS), Finance
Kurtosys January 2015 - Present
Ridgetop Research August 2013 - January 2015
Ridgetop Research February 2011 - July 2013
Ridgetop Research January 2010 - January 2011
Ridgetop Research May 2009 - August 2009
Merrill Lynch May 2008 - September 2008
North Shore Financial Group, An Office of MetLife May 2007 - August 2007
Laidlaw & Company UK Ltd. January 2007 - April 2007
Nickerson Corporation June 2005 - January 2007
Education
Fordham University 2006 — 2009
BS, Finance, Communications & Media Studies
North Shore Financial Group, an office of Metlife August 2005 - Present
Banc of America Investment Services, Inc. August 2004 - August 2005
Quick & Reilly September 1996 - August 2004
Skills
Fixed Annuities, Series 63, Series 7, Life Insurance, Retirement Planning, IRAs, Mutual Funds, Securities, 401k, Wealth Management..., Financial Services, Disability Insurance, Investments, Employee Benefits, Long-Term Care Insurance, Health Insurance
Education
Monmouth University 1992 — 1996
BA, Communications
Farmindale High School 1990 — 1992
Con Edison November 2010 - Present
JPMorgan Chase March 2010 - November 2010
Oneonta City High School August 2007 - December 2008
A.G. Edwards January 2008 - May 2008
North Shore Financial Group an Office of Metlife May 2007 - August 2007
Skills
Investments, Portfolio Management, Accounting, Project Implementation, Team Leadership
Education
State University of New York College at Oneonta 2004 — 2008
Bachelor of Science in Business-Economics, Concentration in Finance
State University of New York Maritime College 2003 — 2004
Bachelor of Science in International Business
Cook Maran & Associates December 2014 - Present
Dowling Knipfing Klein Agency February 2013 - December 2014
Premier Risk LLC 2012 - 2013
North Shore Financial Group, An Office of MetLife December 2009 - April 2012
All State Erectors Corp August 2002 - August 2008
Tern Technology, Inc. October 1991 - March 2001
Skills
Insurance, Workers Compensation, Liability, Employment Practices..., Small Business, Disability Insurance, Property Claims, Fixed Annuities, Term Life Insurance, Employee Benefits, Life Insurance, Retirement Planning, 401k, Long-term Care, Health Insurance, Marketing
Education
Adelphi University 1994 — 1996
B.S., Business & Communications/General Management
Citi June 2013 - May 2015
North Shore Financial Group, An Office of MetLife December 2011 - April 2013
Allianz Global Investors October 2006 - December 2010
Citigroup 1997 - October 2006
Skills
Fixed Income Trading,...
Education
Keller Graduate School of Management of DeVry University 2012 — 2016
Master’s Degree, Master of Business Administration with Concentration in Finance
Long Island University, Brooklyn Campus
Bachelor’s Degree, Bachelor of Science in Finance and Business Management
Life Planning Group February 2010 - Present
North Shore Financial Group, An Office of MetLife February 2010 - August 2012
Berkshire Hathaway January 2007 - February 2010
Skills
Strategic Financial..., Financial Advisory, Employee Benefits, 401k, Small Business, Investments, 401k Rollovers, Disability Insurance, Rollovers, Managed Accounts, Health Insurance, Retirement Planning, Wealth Management, Annuities, Asset Management, Managing Accounts, Life Insurance, IRAs, Protection..., Retirement, 403b Rollovers, Fixed Annuities, Portfolio Management, Securities, Financial Planners
Education
Long Island University, C.W. Post Campus 2004 — 2008
B.S., Business Administration
North Shore Financial Group, An Office of MetLife March 2009 - Present
W.S. Clearing corp 1997 - 2000
A.J. Michaels & Co. May 1987 - March 1999
Skills
Options, Municipal Bonds
Education
Adelphi University 1984 — 1985
C.F.P, Fiancial Planning
Long Island University, C.W. Post Campus 1972 — 1976
B.S., Finance
Bank of America Merrill Lynch November 2012 - Present
North Shore Financial Group An Office of MetLife December 2010 - Present
Education
Bryant University 2006 — 2010
BSBA, Finance, Legal Studies
North Shore Financial Group, An Office of MetLife January 2010 - Present
Solas Plumbing June 2007 - July 2009
Education
Suffolk County Community College
Associates, English