Northeast Planning Corporation
Description
Address: 1150 Raritan Rd, Cranford, NJ 07016 Phone: (908) 709-0020Hours: : : : Category: : : Website: : Place name: Website: http://www.nepcusa.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo.Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Northeast Planning Corporation Posting publicly on the Web Write a review Reviews Be the first to review
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Northeast Planning Corporation Employees
Employee
Years
Job
Industry
Lawrence Augustin Lawrence Augustin's Northeast Planning Corporation Experience January 2011 - Present
Job Financial Professional at Northeast planning corporation
Industry Financial Services
Experience
Northeast planning corporation January 2011 - Present
Skills
Investments, Mutual Funds, Retirement, Retirement Planning, Strategic Financial..., Financial Planners, Fixed Annuities
Education
Saint Peter's University 2006 — 2008
Accounting and international business
Northeast planning corporation January 2011 - Present
Skills
Investments, Mutual Funds, Retirement, Retirement Planning, Strategic Financial..., Financial Planners, Fixed Annuities
Education
Saint Peter's University 2006 — 2008
Accounting and international business
Alexander B. Luong Alexander B. Luong's Northeast Planning Corporation Experience June 2014 - March 2015
Job Marketing Assistant at Prudential Financial
Industry Financial Services
Experience
Prudential Financial April 2015 - Present
Northeast Planning Corporation June 2014 - March 2015
Rutgers University January 2014 - May 2014
United Nations September 2013 - May 2014
Skylark Fine Diner and Lounge June 2011 - May 2014
Eagleton Institute of Politics September 2012 - May 2013
Rutgers University January 2012 - May 2013
Ratiu Foundation for Democracy May 2012 - July 2012
Law Offices of Robert H. Goodwin, LLC January 2012 - May 2012
Skills
Communication Skills, Leadership, Organization, Qualitative Research, Report Writing, International Relations, Social Media Marketing, Social Networking, PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Blogging, Facebook, Research, Project Planning, Event Planning, Teaching, Social Media, Communication, Customer Service, Public Speaking
Education
Rutgers, The State University of New Jersey-New Brunswick 2010 — 2014
Bachelor of Arts (BA), Communication, General
Rutgers, The State University of New Jersey-New Brunswick 2010 — 2014
Bachelor of Arts (BA), Political Science and Government
Prudential Financial April 2015 - Present
Northeast Planning Corporation June 2014 - March 2015
Rutgers University January 2014 - May 2014
United Nations September 2013 - May 2014
Skylark Fine Diner and Lounge June 2011 - May 2014
Eagleton Institute of Politics September 2012 - May 2013
Rutgers University January 2012 - May 2013
Ratiu Foundation for Democracy May 2012 - July 2012
Law Offices of Robert H. Goodwin, LLC January 2012 - May 2012
Skills
Communication Skills, Leadership, Organization, Qualitative Research, Report Writing, International Relations, Social Media Marketing, Social Networking, PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Blogging, Facebook, Research, Project Planning, Event Planning, Teaching, Social Media, Communication, Customer Service, Public Speaking
Education
Rutgers, The State University of New Jersey-New Brunswick 2010 — 2014
Bachelor of Arts (BA), Communication, General
Rutgers, The State University of New Jersey-New Brunswick 2010 — 2014
Bachelor of Arts (BA), Political Science and Government
Brandon Cuba Brandon Cuba's Northeast Planning Corporation Experience 2011 - Present
Job Representative at Northeast Planning Corporation
Industry Financial Services
Experience
Northeast Planning Corporation 2011 - Present
Wells Fargo Advisors 2009 - 2011
Wachovia Securities Financial Network 2006 - 2009
Skills
Wealth Accumulation, Retirement Planning, Cash Flow, College Funding..., Insurance Planning, Estate Planning /..., Business / Employee..., Financial Services, Finance, Financial Planners, Estate Planning, Disability Insurance, Mutual Funds, Fixed Annuities, Financial Planning
Education
London South Bank University 2010 — 2011
Bachelor of Business Administration (B.B.A.), Business Administration, Management and Operations
Rowan University 2006 — 2010
Bachelor of Business Administration (BBA), Finance, Economics
Westfield Senior High School 2002 — 2006
Westfield High School Diploma
Northeast Planning Corporation 2011 - Present
Wells Fargo Advisors 2009 - 2011
Wachovia Securities Financial Network 2006 - 2009
Skills
Wealth Accumulation, Retirement Planning, Cash Flow, College Funding..., Insurance Planning, Estate Planning /..., Business / Employee..., Financial Services, Finance, Financial Planners, Estate Planning, Disability Insurance, Mutual Funds, Fixed Annuities, Financial Planning
Education
London South Bank University 2010 — 2011
Bachelor of Business Administration (B.B.A.), Business Administration, Management and Operations
Rowan University 2006 — 2010
Bachelor of Business Administration (BBA), Finance, Economics
Westfield Senior High School 2002 — 2006
Westfield High School Diploma
Laurie Wintonick Laurie Wintonick's Northeast Planning Corporation Experience May 2011 - Present
Job Director of Administration at Northeast Planning Corporation
Industry Financial Services
Experience
Northeast Planning Corporation May 2011 - Present
Skills
Project Planning, Social Media, Strategic Planning, Microsoft Office, Marketing, Marketing Strategy, Customer Service, Sales, Marketing Communications, Account Management, Outlook, Public Speaking, Microsoft Word, Business Development, Management, Sales Management, Business Planning, Finance, Training, Time Management, Leadership, Consulting, Recruiting, Budgets
Education
Rutgers University-New Brunswick 1991 — 1995
BS
ALJ 1987 — 1991
Northeast Planning Corporation May 2011 - Present
Skills
Project Planning, Social Media, Strategic Planning, Microsoft Office, Marketing, Marketing Strategy, Customer Service, Sales, Marketing Communications, Account Management, Outlook, Public Speaking, Microsoft Word, Business Development, Management, Sales Management, Business Planning, Finance, Training, Time Management, Leadership, Consulting, Recruiting, Budgets
Education
Rutgers University-New Brunswick 1991 — 1995
BS
ALJ 1987 — 1991
Mark Schenauer Mark Schenauer's Northeast Planning Corporation Experience May 2013 - July 2013
Job Financial Analyst at Time Inc.
Industry Entertainment
Experience
Time Inc. August 2015 - Present
PBF HOLDINGS LTD July 2014 - August 2015
PBF HOLDINGS LTD July 2013 - July 2014
Northeast Planning Corporation May 2013 - July 2013
AXA Advisors June 2012 - May 2013
Diamond State Financial Group June 2010 - July 2011
Skills
Financial Analysis, Strategic Financial..., Microsoft Excel, Marketing, Economics, Insurance, PowerPoint, Microsoft Office, Social Media, Portfolio Management, Microsoft Word, Analysis, Retirement Planning, Bloomberg Terminal, Strategic Planning, Financial Planners, Risk Management, Team Leadership, Estate Planning, Small Business, Financial Planning, Finance, Mutual Funds
Education
Alfred Lerner College of Business and Economics 2008 — 2012
Bachelor of Science, Finance and Marketing
University of Delaware 2007 — 2011
Bachelor of Science Finance and Marketing, Marketing and Finance
Time Inc. August 2015 - Present
PBF HOLDINGS LTD July 2014 - August 2015
PBF HOLDINGS LTD July 2013 - July 2014
Northeast Planning Corporation May 2013 - July 2013
AXA Advisors June 2012 - May 2013
Diamond State Financial Group June 2010 - July 2011
Skills
Financial Analysis, Strategic Financial..., Microsoft Excel, Marketing, Economics, Insurance, PowerPoint, Microsoft Office, Social Media, Portfolio Management, Microsoft Word, Analysis, Retirement Planning, Bloomberg Terminal, Strategic Planning, Financial Planners, Risk Management, Team Leadership, Estate Planning, Small Business, Financial Planning, Finance, Mutual Funds
Education
Alfred Lerner College of Business and Economics 2008 — 2012
Bachelor of Science, Finance and Marketing
University of Delaware 2007 — 2011
Bachelor of Science Finance and Marketing, Marketing and Finance
Bob Siedler Bob Siedler's Northeast Planning Corporation Experience October 2009 - Present
Job Financial Representative at Northeast Planning Corp
Industry Financial Services
Experience
Northeast Planning Corporation October 2009 - Present
Merrill Lynch 2007 - 2008
RBC Wealth Management 2005 - 2007
State Farm Insurance 1994 - 2005
Education
Manhattan College 1990 — 1994
Seton Hall Prep 1986 — 1990
Northeast Planning Corporation October 2009 - Present
Merrill Lynch 2007 - 2008
RBC Wealth Management 2005 - 2007
State Farm Insurance 1994 - 2005
Education
Manhattan College 1990 — 1994
Seton Hall Prep 1986 — 1990
Dan Kelleher Dan Kelleher's Northeast Planning Corporation Experience March 2011 - Present
Job CLU, ChFC, Senior Vice President at Northeast Planning Corporation
Industry Financial Services
Experience
Northeast Planning Corporation March 2011 - Present
Lenox Advisors August 2009 - January 2011
Skills
Retirement Planning, Series 7, Disability Insurance, Retirement, Employee Benefits, Fixed Annuities, Series 63, Wealth Management, Securities, Financial Services, Life Insurance, Estate Planning, Insurance, Investments, Term Life Insurance, 401k
Education
Montclair State University 1974 — 1976
BS, Marketing
Northeast Planning Corporation March 2011 - Present
Lenox Advisors August 2009 - January 2011
Skills
Retirement Planning, Series 7, Disability Insurance, Retirement, Employee Benefits, Fixed Annuities, Series 63, Wealth Management, Securities, Financial Services, Life Insurance, Estate Planning, Insurance, Investments, Term Life Insurance, 401k
Education
Montclair State University 1974 — 1976
BS, Marketing
Joseph(also see Joe) Cervasio Joseph(also see Joe) Cervasio's Northeast Planning Corporation Experience September 1998 - February 2001
Job Versatile Strategist, Life Coach, Motivational Speaker, Writer, Leader/Manager/Perfomer Development, Corporate Executive
Industry Management Consulting
Experience
DIVERSIFIED GLOBAL STRATEGIES, LLC July 1997 - Present
The Manhattan Club October 2012 - December 2013
Belleville Education Foundation January 2009 - January 2012
Cornell University, Johnson School of Management February 2010 - February 2011
Bluegreen Corporation October 2002 - February 2009
Marriott Vacation Club International February 2001 - November 2002
Northeast Planning Corporation September 1998 - February 2001
Rank Group of England October 1994 - July 1997
Marriott Vacation Club International September 1991 - October 1994
North American Management Services December 1988 - September 1991
Skills
Marketing Strategy, Strategic Planning, Team Building, Hospitality, Public Speaking, Social Media Marketing, Sales Management, Resorts, Marketing, Strategy, Hotels, Leadership, Start-ups, Public Relations, New Business Development, Lead Generation, Forecasting, Management, Budgets, Online Marketing, Business Development, Coaching, Recruiting, Email Marketing, Marketing Communications, Business Strategy, Online Advertising, Customer Service, Account Management, Advertising, Business Planning, Direct Marketing, Talent Management, Event Management, Marketing Management, Sales, Market Planning, Leadership Development, Fundraising, Human Resources, Training, Contract Negotiation, Negotiation, CRM, Entrepreneurship, Team Leadership, Selling, Strategic Partnerships, Social Networking, Market Research
Education
Belleville High
Cornell University
BS, Organizational Behavior/School of Industrial Relations
New York University - Leonard N. Stern School of Business
MBA, Management/Marketing
DIVERSIFIED GLOBAL STRATEGIES, LLC July 1997 - Present
The Manhattan Club October 2012 - December 2013
Belleville Education Foundation January 2009 - January 2012
Cornell University, Johnson School of Management February 2010 - February 2011
Bluegreen Corporation October 2002 - February 2009
Marriott Vacation Club International February 2001 - November 2002
Northeast Planning Corporation September 1998 - February 2001
Rank Group of England October 1994 - July 1997
Marriott Vacation Club International September 1991 - October 1994
North American Management Services December 1988 - September 1991
Skills
Marketing Strategy, Strategic Planning, Team Building, Hospitality, Public Speaking, Social Media Marketing, Sales Management, Resorts, Marketing, Strategy, Hotels, Leadership, Start-ups, Public Relations, New Business Development, Lead Generation, Forecasting, Management, Budgets, Online Marketing, Business Development, Coaching, Recruiting, Email Marketing, Marketing Communications, Business Strategy, Online Advertising, Customer Service, Account Management, Advertising, Business Planning, Direct Marketing, Talent Management, Event Management, Marketing Management, Sales, Market Planning, Leadership Development, Fundraising, Human Resources, Training, Contract Negotiation, Negotiation, CRM, Entrepreneurship, Team Leadership, Selling, Strategic Partnerships, Social Networking, Market Research
Education
Belleville High
Cornell University
BS, Organizational Behavior/School of Industrial Relations
New York University - Leonard N. Stern School of Business
MBA, Management/Marketing
Todd S. Levine's Northeast Planning Corporation Experience August 2008 - Present
Job A holistic “protection first” approach to securing your financial future
Industry Financial Services
Experience
Northeast Planning Corporation August 2008 - Present
Bloomberg Tradebook August 2007 - August 2008
Jefferies & Company January 2003 - January 2007
Helfant Group LLC March 1999 - January 2003
Education
Stockton University 1992 — 1995
Ocean County College 1991 — 1992
Howell High School 1988 — 1991
Northeast Planning Corporation August 2008 - Present
Bloomberg Tradebook August 2007 - August 2008
Jefferies & Company January 2003 - January 2007
Helfant Group LLC March 1999 - January 2003
Education
Stockton University 1992 — 1995
Ocean County College 1991 — 1992
Howell High School 1988 — 1991
Bob Dash Bob Dash's Northeast Planning Corporation Experience April 2012 - Present
Job Northeast Planning Corp.
Industry Financial Services
Experience
Northeast Planning Corporation April 2012 - Present
Key Companies 1990 - 2012
Skills
Business Planning, Insurance, Retirement Planning, Asset Management, Wealth Accumulation, 401k, Asset Allocation, Budgets, Credit, Disability Insurance, Employee Benefits, Estate Planning, Finance, Financial Analysis, Financial Planners, Financial Services, Fixed Annuities, Investment Advisory, Investments, Life Insurance, Long-term Care, Management, Mortgage Lending, Project Planning, Retirement, Risk Management, Strategic Financial..., Strategic Planning, Term Life Insurance, Banking, Wealth, Wealth Management, Financial Planning
Education
University of Connecticut 1971 — 1975
BA, Psychology
Thomas Jefferson H.S.
High School, College Prep
Northeast Planning Corporation April 2012 - Present
Key Companies 1990 - 2012
Skills
Business Planning, Insurance, Retirement Planning, Asset Management, Wealth Accumulation, 401k, Asset Allocation, Budgets, Credit, Disability Insurance, Employee Benefits, Estate Planning, Finance, Financial Analysis, Financial Planners, Financial Services, Fixed Annuities, Investment Advisory, Investments, Life Insurance, Long-term Care, Management, Mortgage Lending, Project Planning, Retirement, Risk Management, Strategic Financial..., Strategic Planning, Term Life Insurance, Banking, Wealth, Wealth Management, Financial Planning
Education
University of Connecticut 1971 — 1975
BA, Psychology
Thomas Jefferson H.S.
High School, College Prep
Alex Nosal Alex Nosal's Northeast Planning Corporation Experience January 2006 - Present
Job I Help People Create, Preserve and Distribute their Wealth Properly
Industry Financial Services
Experience
Northeast Planning Corporation January 2006 - Present
Hudson City Savings Bank 2003 - 2006
Skills
Disability Insurance, Life Insurance, Mutual Funds, Stocks, Bonds, Long Term Care Planning, College Planning, Estate Planning, Presenter, Business Networking, Long-term Care, Fixed Annuities, Long Term Care Insurance, Risk Management, Retirement Planning, Wealth
Education
University of Scranton 1999 — 2003
Biology, General
Northeast Planning Corporation January 2006 - Present
Hudson City Savings Bank 2003 - 2006
Skills
Disability Insurance, Life Insurance, Mutual Funds, Stocks, Bonds, Long Term Care Planning, College Planning, Estate Planning, Presenter, Business Networking, Long-term Care, Fixed Annuities, Long Term Care Insurance, Risk Management, Retirement Planning, Wealth
Education
University of Scranton 1999 — 2003
Biology, General
Douglas Ruby Douglas Ruby's Northeast Planning Corporation Experience May 2015 - Present
Job Financial Associate at Northeast Planning Corporation
Industry Financial Services
Experience
Northeast Planning Corporation May 2015 - Present
Tag (Mobile App) April 2014 - Present
The Penn State Hedge Fund Club May 2014 - May 2015
Real Estate Analysis Group September 2014 - March 2015
AXA Financial May 2014 - August 2014
Jefferies & Company May 2013 - August 2013
Trump National Golf Club May 2013 - June 2013
Local Gold May 2012 - July 2012
Modell's Sporting Goods June 2010 - September 2010
Mid New Jersey Lacrosse League July 2009 - August 2010
Skills
PowerPoint, Social Media, Economics, Public Speaking, Sales, Equities, Fixed Income, Bloomberg Terminal, Microsoft Excel, Recruiting, Commercial Real Estate, Social Media Marketing, Microsoft Office, Networking, Bonds, Access, Corporate Finance, Cold Calling, Entrepreneurship, Filing, QA, Computer Proficiency, Ability to speak Spanish, Presentations, Microsoft SQL Server, Economic Statistics, Bond Pricing, Bond market gateways, Reits, Real Estate Transactions, Real Estate Economics, Leadership, Microsoft Word, Teamwork
Education
Penn State University 2011 — 2015
Bachelor of Applied Science (B.A.Sc.), Economics with a Concentration on Money and Banking
Christian Brothers Academy 2008 — 2011
St Benedicts
Northeast Planning Corporation May 2015 - Present
Tag (Mobile App) April 2014 - Present
The Penn State Hedge Fund Club May 2014 - May 2015
Real Estate Analysis Group September 2014 - March 2015
AXA Financial May 2014 - August 2014
Jefferies & Company May 2013 - August 2013
Trump National Golf Club May 2013 - June 2013
Local Gold May 2012 - July 2012
Modell's Sporting Goods June 2010 - September 2010
Mid New Jersey Lacrosse League July 2009 - August 2010
Skills
PowerPoint, Social Media, Economics, Public Speaking, Sales, Equities, Fixed Income, Bloomberg Terminal, Microsoft Excel, Recruiting, Commercial Real Estate, Social Media Marketing, Microsoft Office, Networking, Bonds, Access, Corporate Finance, Cold Calling, Entrepreneurship, Filing, QA, Computer Proficiency, Ability to speak Spanish, Presentations, Microsoft SQL Server, Economic Statistics, Bond Pricing, Bond market gateways, Reits, Real Estate Transactions, Real Estate Economics, Leadership, Microsoft Word, Teamwork
Education
Penn State University 2011 — 2015
Bachelor of Applied Science (B.A.Sc.), Economics with a Concentration on Money and Banking
Christian Brothers Academy 2008 — 2011
St Benedicts
Kevin Butch Kevin Butch's Northeast Planning Corporation Experience August 2015 - Present
Job Financial Associate at Northeast Planning Corporation
Industry Financial Services
Experience
Northeast Planning Corporation August 2015 - Present
Townsquare Media October 2012 - August 2015
Ihaveyourseats.com November 2005 - September 2012
Skills
Strategic Planning, Insurance, Sales, Marketing, Digital Marketing, Finance, Digital Media, Wealth Management, Advertising Sales, Account Management, Social Media Marketing, Marketing Strategy, Social Networking, Advertising, Email Marketing, Planning, New Business Development, Online Advertising, New Media, Integrated Marketing, Marketing Communications, Event Management, Event Planning, Public Relations, Digital Strategy, Media Sales, Media Planning, Press Releases, Management, Sales Presentations, Brand Management, Lead Generation, Sales Management, Retirement Planning, Life Insurance
Education
Saint Peter's University
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
Northeast Planning Corporation August 2015 - Present
Townsquare Media October 2012 - August 2015
Ihaveyourseats.com November 2005 - September 2012
Skills
Strategic Planning, Insurance, Sales, Marketing, Digital Marketing, Finance, Digital Media, Wealth Management, Advertising Sales, Account Management, Social Media Marketing, Marketing Strategy, Social Networking, Advertising, Email Marketing, Planning, New Business Development, Online Advertising, New Media, Integrated Marketing, Marketing Communications, Event Management, Event Planning, Public Relations, Digital Strategy, Media Sales, Media Planning, Press Releases, Management, Sales Presentations, Brand Management, Lead Generation, Sales Management, Retirement Planning, Life Insurance
Education
Saint Peter's University
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
Adrian Douglas's Northeast Planning Corporation Experience May 2014 - Present
Job Implementing WealthBuilding Strategies for My Clients and Their Families
Industry Financial Services
Experience
Northeast Planning Corporation May 2014 - Present
Do Well, Be Well, Peak Performance June 2013 - April 2014
Douglas Custom Carpentry 2007 - April 2014
Lacey Maxwell Productions June 2010 - June 2011
Campgaw Ski Area November 2003 - March 2007
Skills
Wealth Accumulation, Retirement Income..., Protection Planning, Debt Consolidation, Entrepreneurship, Budgets, Due Diligence, Project Management, Customer Service, Social Media, Event Planning, Marketing, Teamwork, Analysis, Client Retention..., Microsoft Office, Data Analysis, PowerPoint, Management, Leadership
Education
Rutgers Business School 2007 — 2013
Bachelor of Science, Business Management, Entrepreneurship
Don Bosco Preparatory High School 2003 — 2007
Northeast Planning Corporation May 2014 - Present
Do Well, Be Well, Peak Performance June 2013 - April 2014
Douglas Custom Carpentry 2007 - April 2014
Lacey Maxwell Productions June 2010 - June 2011
Campgaw Ski Area November 2003 - March 2007
Skills
Wealth Accumulation, Retirement Income..., Protection Planning, Debt Consolidation, Entrepreneurship, Budgets, Due Diligence, Project Management, Customer Service, Social Media, Event Planning, Marketing, Teamwork, Analysis, Client Retention..., Microsoft Office, Data Analysis, PowerPoint, Management, Leadership
Education
Rutgers Business School 2007 — 2013
Bachelor of Science, Business Management, Entrepreneurship
Don Bosco Preparatory High School 2003 — 2007
Joseph Fitzgerald Joseph Fitzgerald's Northeast Planning Corporation Experience July 2008 - Present
Job Financial Advisor at Northeast Planning Corporation
Industry Financial Services
Experience
Northeast Planning Corporation July 2008 - Present
Skills
Retirement Planning, Finance, Estate Planning, Retirement, Leadership, Securities, Financial Services, Insurance, Wealth Accumulation..., Employee Benefits, Mutual Funds, Disability Insurance, Investments, Life Insurance, Wealth Preservation..., College Savings Plans, Small Business, Term Life Insurance, Long-term Care, Asset Allocation
Education
Ramapo College of New Jersey
Bachelor of Science (B.S.), Finance, General
Northeast Planning Corporation July 2008 - Present
Skills
Retirement Planning, Finance, Estate Planning, Retirement, Leadership, Securities, Financial Services, Insurance, Wealth Accumulation..., Employee Benefits, Mutual Funds, Disability Insurance, Investments, Life Insurance, Wealth Preservation..., College Savings Plans, Small Business, Term Life Insurance, Long-term Care, Asset Allocation
Education
Ramapo College of New Jersey
Bachelor of Science (B.S.), Finance, General
Alison Corsi Alison Corsi's Northeast Planning Corporation Experience June 2012 - August 2012
Job Debt Capital Markets Analyst at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch July 2015 - Present
Bank of America Merrill Lynch June 2014 - August 2014
Moody's Investors Service June 2013 - August 2013
Villanova's Applied Finance Lab May 2012 - May 2013
Northeast Planning Corporation June 2012 - August 2012
American Cancer Society June 2012 - August 2012
Education
Villanova University 2011 — 2015
Bachelor of Business Administration (B.B.A.), Magna Cum Laude
ESCI-UPF International Business 2013 — 2013
Colts Neck High School 2007 — 2011
Bank of America Merrill Lynch July 2015 - Present
Bank of America Merrill Lynch June 2014 - August 2014
Moody's Investors Service June 2013 - August 2013
Villanova's Applied Finance Lab May 2012 - May 2013
Northeast Planning Corporation June 2012 - August 2012
American Cancer Society June 2012 - August 2012
Education
Villanova University 2011 — 2015
Bachelor of Business Administration (B.B.A.), Magna Cum Laude
ESCI-UPF International Business 2013 — 2013
Colts Neck High School 2007 — 2011
Richard Olsson Richard Olsson's Northeast Planning Corporation Experience February 2015 - Present
Job Financial Professional at Northeast Planning Corporation
Industry Financial Services
Experience
Northeast Planning Corporation February 2015 - Present
PFS September 2013 - February 2015
John Thomas Financial February 2012 - June 2012
Einhorns Florist 2012 - 2012
Skills
Marketing Communications, Corporate Communications, Sales, Sales Management, Prospect Research, Qualifying Prospects, Sales Prospecting, Phone Skills, Personal Finance, Series 7, Series 63, Finance, Investments
Education
Roger Williams University 2007 — 2011
Bachelor's of Arts
Roger Williams University 2007 — 2011
Bachelors of Arts
Scotch Plains-Fanwood High School 2003 — 2007
Northeast Planning Corporation February 2015 - Present
PFS September 2013 - February 2015
John Thomas Financial February 2012 - June 2012
Einhorns Florist 2012 - 2012
Skills
Marketing Communications, Corporate Communications, Sales, Sales Management, Prospect Research, Qualifying Prospects, Sales Prospecting, Phone Skills, Personal Finance, Series 7, Series 63, Finance, Investments
Education
Roger Williams University 2007 — 2011
Bachelor's of Arts
Roger Williams University 2007 — 2011
Bachelors of Arts
Scotch Plains-Fanwood High School 2003 — 2007
Stephen Zeni Stephen Zeni's Northeast Planning Corporation Experience 2011 - Present
Job Building and Protecting Wealth at Northeast Planning Corporation/Park Avenue Securities
Industry Financial Services
Experience
Northeast Planning Corporation 2011 - Present
Prudential Financial 2008 - 2011
Summit Business Media 2006 - 2008
Skills
Strategic Planning, Investments, Budgets, Risk Management, Retirement Planning, Finance, Customer Service, Insurance, Life Insurance, Strategic Financial..., Leadership, Sales, Project Planning, Disability Insurance, Employee Benefits, Management, Retirement
Education
New Jersey City University
Bachelors of Science
Northeast Planning Corporation 2011 - Present
Prudential Financial 2008 - 2011
Summit Business Media 2006 - 2008
Skills
Strategic Planning, Investments, Budgets, Risk Management, Retirement Planning, Finance, Customer Service, Insurance, Life Insurance, Strategic Financial..., Leadership, Sales, Project Planning, Disability Insurance, Employee Benefits, Management, Retirement
Education
New Jersey City University
Bachelors of Science
Jamie Grohol Jamie Grohol's Northeast Planning Corporation Experience October 2014 - Present
Job Agency Growth and Development Coordinator
Industry Financial Services
Experience
Northeast Planning Corporation October 2014 - Present
York-Jersey Underwriters, Inc. June 2010 - October 2013
New York Sports Club September 2007 - September 2008
Skills
Insurance, Property & Casualty..., Professional Liability, Umbrella Insurance, Commercial Insurance, Workers Compensation, Employment Practices..., Risk Management, Risk Assessment, PowerPoint, General Insurance, Commercial Lines, Legal Liability, Inland Marine, Product Liability, Networking, Marketing, Sales Management
Education
Georgian Court University 2006 — 2008
Bachelor of Arts (B.A.), English Language and Literature, General
Hofstra University 2003 — 2006
Bachelor of Arts (B.A.), English/Journalism
Northeast Planning Corporation October 2014 - Present
York-Jersey Underwriters, Inc. June 2010 - October 2013
New York Sports Club September 2007 - September 2008
Skills
Insurance, Property & Casualty..., Professional Liability, Umbrella Insurance, Commercial Insurance, Workers Compensation, Employment Practices..., Risk Management, Risk Assessment, PowerPoint, General Insurance, Commercial Lines, Legal Liability, Inland Marine, Product Liability, Networking, Marketing, Sales Management
Education
Georgian Court University 2006 — 2008
Bachelor of Arts (B.A.), English Language and Literature, General
Hofstra University 2003 — 2006
Bachelor of Arts (B.A.), English/Journalism
Kenneth Kiernan's Northeast Planning Corporation Experience June 2014 - August 2014
Job Speciality Lines Summer Analyst Intern at AIG
Industry Insurance
Experience
AIG June 2015 - August 2015
National General Insurance September 2014 - December 2014
AXA Advisors June 2014 - August 2014
Northeast Planning Corporation June 2014 - August 2014
St. John's University September 2013 - December 2013
Standard Tile Corporation June 2011 - December 2013
Skills
PowerPoint, Microsoft Word, Microsoft Office, Customer Service, Microsoft Excel, Time Management, Leadership, Social Media, Facebook, Public Speaking, Research, Social Networking, Teamwork, Data Analysis, Marketing
Education
Saint John's University - Peter J. Tobin College of Business 2012 — 2016
Bachelor of Applied Science (B.A.Sc.), Risk Management and Insurance, Sophmore
AIG June 2015 - August 2015
National General Insurance September 2014 - December 2014
AXA Advisors June 2014 - August 2014
Northeast Planning Corporation June 2014 - August 2014
St. John's University September 2013 - December 2013
Standard Tile Corporation June 2011 - December 2013
Skills
PowerPoint, Microsoft Word, Microsoft Office, Customer Service, Microsoft Excel, Time Management, Leadership, Social Media, Facebook, Public Speaking, Research, Social Networking, Teamwork, Data Analysis, Marketing
Education
Saint John's University - Peter J. Tobin College of Business 2012 — 2016
Bachelor of Applied Science (B.A.Sc.), Risk Management and Insurance, Sophmore
Ruth Grose Ruth Grose's Northeast Planning Corporation Experience November 2010 - Present
Job Northeast Planning Corporation
Industry Insurance
Experience
Northeast Planning Corporation November 2010 - Present
DealersEdge May 1985 - November 2009
Manufacturers Hanover Trust 1981 - 1985
Skills
Microsoft Office, Customer Service, Word, Administration, Outlook, Social Media, Insurance, Marketing
Education
The King's College 1973 — 1977
BS, Business Administration
St. John's University
Master's credits
Northeast Planning Corporation November 2010 - Present
DealersEdge May 1985 - November 2009
Manufacturers Hanover Trust 1981 - 1985
Skills
Microsoft Office, Customer Service, Word, Administration, Outlook, Social Media, Insurance, Marketing
Education
The King's College 1973 — 1977
BS, Business Administration
St. John's University
Master's credits
Daniel Pierson's Northeast Planning Corporation Experience January 2001 - September 2003
Job Northeast Private Client Group
Industry Financial Services
Experience
Northeast Private Client Group February 2009 - Present
Drake Consulting Group, LLC September 2003 - March 2008
Northeast Planning Corporation January 2001 - September 2003
Education
Montclair State University 1997 — 2000
Bachelor of Arts, Industrial/Organizational Psychology
Lenape Valley Regional HS
Northeast Private Client Group February 2009 - Present
Drake Consulting Group, LLC September 2003 - March 2008
Northeast Planning Corporation January 2001 - September 2003
Education
Montclair State University 1997 — 2000
Bachelor of Arts, Industrial/Organizational Psychology
Lenape Valley Regional HS
Pat Comforti's Northeast Planning Corporation Experience January 2010 - Present
Job Director Client Care Department
Industry Financial Services
Experience
Northeast Planning Corporation January 2010 - Present
Northeast Planning Corporation January 2010 - March 2012
Llife Zones Services January 1984 - November 2001
Skills
Strategic Financial..., Investments, Insurance, Disability Insurance, Retirement Planning, Marketing Strategy, Employee Benefits, Strategic Planning, Life Insurance, Retirement, Financial Services
Education
Kean University 1978 — 1980
Northeast Planning Corporation January 2010 - Present
Northeast Planning Corporation January 2010 - March 2012
Llife Zones Services January 1984 - November 2001
Skills
Strategic Financial..., Investments, Insurance, Disability Insurance, Retirement Planning, Marketing Strategy, Employee Benefits, Strategic Planning, Life Insurance, Retirement, Financial Services
Education
Kean University 1978 — 1980
MaryAnn Patton's Northeast Planning Corporation Experience January 2005 - December 2011
Job VP of Agency Recruiting at First Financial Group
Industry Financial Services
Experience
First Financial Group December 2011 - Present
Northeast Planning Corporation January 2005 - December 2011
METLIFE September 1988 - February 1996
Skills
Retirement Planning, Employee Benefits, Insurance, Team Building, Leadership, Financial Services, Risk Management, Wealth, Finance, Business Development, Talent Management, Term Life Insurance, Underwriting, Entrepreneurship, Recruiting, Wealth Management, Life Insurance, Equity Indexed Annuities, Securities, Financial Planners, Series 63, Long Term Care Insurance, Succession Planning, Small Business, Investment Advisory
Education
Chestnut Hill College 1983 — 1987
BS, Psychology
Holy Cross High School 1979 — 1983
HS, Preparatory
First Financial Group December 2011 - Present
Northeast Planning Corporation January 2005 - December 2011
METLIFE September 1988 - February 1996
Skills
Retirement Planning, Employee Benefits, Insurance, Team Building, Leadership, Financial Services, Risk Management, Wealth, Finance, Business Development, Talent Management, Term Life Insurance, Underwriting, Entrepreneurship, Recruiting, Wealth Management, Life Insurance, Equity Indexed Annuities, Securities, Financial Planners, Series 63, Long Term Care Insurance, Succession Planning, Small Business, Investment Advisory
Education
Chestnut Hill College 1983 — 1987
BS, Psychology
Holy Cross High School 1979 — 1983
HS, Preparatory
James W. Dargusch's Northeast Planning Corporation Experience January 2007 - Present
Job Founder & President at Planned Giving Consultants
Industry Financial Services
Experience
Planned Giving Consultants, LLC May 2007 - Present
Northeast Planning Corporation January 2007 - Present
Education
Central Michigan University 1984 — 1986
Planned Giving Consultants, LLC May 2007 - Present
Northeast Planning Corporation January 2007 - Present
Education
Central Michigan University 1984 — 1986
Lauren Heffernan's Northeast Planning Corporation Experience 2015 - Present
Job Disability Income Specialist at Northeast Planning Corporation
Industry Insurance
Experience
Northeast Planning Corporation 2015 - Present
Extensis Group LLC September 2014 - July 2015
Extensis Group LLC April 2011 - September 2014
Extensis Group LLC February 2013 - July 2013
New Jersey Institute for Continuing Legal Education September 2010 - April 2011
Mr Youth September 2009 - December 2009
Skills
Sales, Employee Benefits, Insurance, Sales Operations, Account Management, Marketing, Social Networking, Health Insurance, Customer Service, Salesforce.com, Lead Generation, Cold Calling, Social Media Marketing, Microsoft Office, Leadership, Direct Sales, Social Media, Email Marketing, Strategic Planning, Recruiting, Sales Process, Selling, Marketing Strategy, New Business Development, Training, Marketing Communications, PEO
Education
Penn State University 2006 — 2010
Bachelor of Science, Marketing. Minor, Legal Environment of Business, 3.61
Westfield High School 2002 — 2006
3.93
Northeast Planning Corporation 2015 - Present
Extensis Group LLC September 2014 - July 2015
Extensis Group LLC April 2011 - September 2014
Extensis Group LLC February 2013 - July 2013
New Jersey Institute for Continuing Legal Education September 2010 - April 2011
Mr Youth September 2009 - December 2009
Skills
Sales, Employee Benefits, Insurance, Sales Operations, Account Management, Marketing, Social Networking, Health Insurance, Customer Service, Salesforce.com, Lead Generation, Cold Calling, Social Media Marketing, Microsoft Office, Leadership, Direct Sales, Social Media, Email Marketing, Strategic Planning, Recruiting, Sales Process, Selling, Marketing Strategy, New Business Development, Training, Marketing Communications, PEO
Education
Penn State University 2006 — 2010
Bachelor of Science, Marketing. Minor, Legal Environment of Business, 3.61
Westfield High School 2002 — 2006
3.93
Kellie Lepore's Northeast Planning Corporation Experience December 2009 - February 2011
Job Administrative Assistant at Abundant Life Christian Center
Industry Religious Institutions
Experience
Abundant Life Christian Center August 2015 - Present
JP Morgan Chase February 2011 - March 2015
Northeast Planning Corporation December 2009 - February 2011
Washington Mutual March 2006 - August 2008
Brand Engineers 2003 - 2006
HealthHelp 2001 - 2003
Skills
Outlook, Project Management, Visio, Lotus Notes, PowerPoint, Time Management, Customer Service, Administration, Event Planning, Management, SharePoint, Microsoft Excel, Microsoft Office, Travel Arrangements, Banking
Education
Bay Path University 2014 — 2019
Rehabilitation and Victim Advocacy
Middlesex County College 1992 — 1995
Business Administration
Abundant Life Christian Center August 2015 - Present
JP Morgan Chase February 2011 - March 2015
Northeast Planning Corporation December 2009 - February 2011
Washington Mutual March 2006 - August 2008
Brand Engineers 2003 - 2006
HealthHelp 2001 - 2003
Skills
Outlook, Project Management, Visio, Lotus Notes, PowerPoint, Time Management, Customer Service, Administration, Event Planning, Management, SharePoint, Microsoft Excel, Microsoft Office, Travel Arrangements, Banking
Education
Bay Path University 2014 — 2019
Rehabilitation and Victim Advocacy
Middlesex County College 1992 — 1995
Business Administration
Douglas J. Smith's Northeast Planning Corporation Experience August 2009 - Present
Job Financial Advisor at Northeast Planning Corporation
Industry Financial Services
Experience
Northeast Planning Corporation August 2009 - Present
MetLife April 2008 - July 2009
Merrill Lynch April 2007 - April 2008
Education
University of Delaware 2003 — 2007
Bachelors, Finance
Northeast Planning Corporation August 2009 - Present
MetLife April 2008 - July 2009
Merrill Lynch April 2007 - April 2008
Education
University of Delaware 2003 — 2007
Bachelors, Finance
Damien Jackson's Northeast Planning Corporation Experience October 2011 - Present
Job Helping people get what they want out of life!!
Industry Financial Services
Experience
Northeast Planning Corporation October 2011 - Present
Park Avenue Securities October 2011 - Present
NAACP 2012 - 2014
NAACP 2012 - 2014
Morgan Stanley Smith Barney April 2009 - October 2011
Merrill Lynch April 2007 - April 2009
Gunn Allen Financial May 2006 - April 2007
Great Eastern Securities/Maxim Financial Group November 2005 - May 2006
Sky Capital August 2002 - November 2005
Skills
Strategic Planning, Retirement Planning, Investments, Investment Strategies, Retirement, 401k, Securities, Financial Services, Finance, Series 63, Small Business, Disability Insurance, Financial Advisory, Wealth Management, Banking, Strategic Financial..., Financial Modeling, Term Life Insurance, Trading, Fixed Annuities, Equities, Mutual Funds, Life Insurance, Insurance, Asset Management, Investment Advisory, Financial Planners, Credit, Series 7, Portfolio Management, Alternative Investments, Bonds, Risk Management, Series 6, Relationship Management, Asset Allocation, 401k Rollovers, Financial Markets, Executive Management, Mortgage Lending, Estate Planning, IRAs, Wealth, Hedge Funds, Fixed Income, Long-term Care, Financial Analysis, Capital Markets, Loans, Employee Benefits
Education
College for Financial Planning 2010 — 2010
Chartered Retirement Plans Specialist, Qualified Plans and Retirement Planning Strategies
West Virginia Wesleyan College 1998 — 2002
B.A., International Business and Management
Toms River North
Northeast Planning Corporation October 2011 - Present
Park Avenue Securities October 2011 - Present
NAACP 2012 - 2014
NAACP 2012 - 2014
Morgan Stanley Smith Barney April 2009 - October 2011
Merrill Lynch April 2007 - April 2009
Gunn Allen Financial May 2006 - April 2007
Great Eastern Securities/Maxim Financial Group November 2005 - May 2006
Sky Capital August 2002 - November 2005
Skills
Strategic Planning, Retirement Planning, Investments, Investment Strategies, Retirement, 401k, Securities, Financial Services, Finance, Series 63, Small Business, Disability Insurance, Financial Advisory, Wealth Management, Banking, Strategic Financial..., Financial Modeling, Term Life Insurance, Trading, Fixed Annuities, Equities, Mutual Funds, Life Insurance, Insurance, Asset Management, Investment Advisory, Financial Planners, Credit, Series 7, Portfolio Management, Alternative Investments, Bonds, Risk Management, Series 6, Relationship Management, Asset Allocation, 401k Rollovers, Financial Markets, Executive Management, Mortgage Lending, Estate Planning, IRAs, Wealth, Hedge Funds, Fixed Income, Long-term Care, Financial Analysis, Capital Markets, Loans, Employee Benefits
Education
College for Financial Planning 2010 — 2010
Chartered Retirement Plans Specialist, Qualified Plans and Retirement Planning Strategies
West Virginia Wesleyan College 1998 — 2002
B.A., International Business and Management
Toms River North
Brian Millinger's Northeast Planning Corporation Experience January 2001 - Present
Job Helping My Clients Build and Protect their Wealth and Achieve Financial Independence
Industry Financial Services
Experience
Northeast Planning Corporation January 2001 - Present
Education
University of Massachusetts, Amherst 1993 — 1997
B.S., Marketing
SB
University of Pittsburgh
Northeast Planning Corporation January 2001 - Present
Education
University of Massachusetts, Amherst 1993 — 1997
B.S., Marketing
SB
University of Pittsburgh
Lissette Aviles-Colon's Northeast Planning Corporation Experience March 2014 - Present
Job Account Executive at Northeast Planning Corporation
Industry Financial Services
Experience
Northeast Planning Corporation March 2014 - Present
Citi August 1999 - April 2013
Skills
Series 7, Equities, Mutual Funds, Securities, Series 63, Fixed Income, Risk Management, Portfolio Management, Wealth Management, Process Improvement, Investments, Financial Services, Banking, Financial Risk, Vendor Management, Financial Analysis, Operations Management, FINRA, Asset Management, Derivatives, AML
Education
Seton Hall University 1982 — 1986
Bachelors, Business
Northeast Planning Corporation March 2014 - Present
Citi August 1999 - April 2013
Skills
Series 7, Equities, Mutual Funds, Securities, Series 63, Fixed Income, Risk Management, Portfolio Management, Wealth Management, Process Improvement, Investments, Financial Services, Banking, Financial Risk, Vendor Management, Financial Analysis, Operations Management, FINRA, Asset Management, Derivatives, AML
Education
Seton Hall University 1982 — 1986
Bachelors, Business