Park Avenue Securities
Industry: Company
DescriptionCustomer service: 1 (888) 600-4667 Founded: 1999 Parent organizations: The Guardian Life Insurance Company of America, Guardian Insurance & Annuity Co. Inc. Subsidiary: Park Avenue Securities LLC, Asset Management Arm People also search for: The Guardian Life Insurance Company of America, Peachtree Planning Corporation, Pacific AdvisorsFeedbackDisclaimer Claim this knowledge panel Knowledge ResultSee outside Moved, closed, or was never hereReportPark Avenue Securities LLCWebsiteDirections Saved (0) Saved Save Investment service in New York City, New York Address: 7 Hanover Square, New York, NY 10004 Hours: Closed ⋅ Opens 9AM Mon SundayClosedMonday(Martin Luther King Jr. Day)9AM–5PMHours might differTuesday9AM–5PMWednesday9AM–5PMThursday9AM–5PMFriday9AM–5PMSaturdayClosedSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (888) 600-4667Place name: : : Website: Category: : : : : Website: http://www.parkavenuesecurities.com/ Category: Investment service 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. 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 Park Avenue Securities LLC Posting publicly on the Web Write a review Reviews Be the first to review
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Park Avenue Securities Employees
Employee
Years
Job
Industry
Charlie McKelvey Charlie McKelvey's Park Avenue Securities Experience 2006 - 2011
Job Financial Advisor at Financial Sources Inc.
Industry Financial Services
Experience
Financial Sources, Inc. 2012 - Present
Cadaret Grant 2012 - Present
Park Avenue Securities 2006 - 2011
The Guardian Life Insurance Company of America 1993 - 2006
Skills
Retirement Planning, Variable Annuities, Fixed Annuities, Mutual Funds, Investment Advisory..., Wealth Management, Life Insurance, Strategic Financial..., Charitable Planning, Estate Planning, College Savings Plans, Municipal Bonds, Securities, Series 4, Series 6, Series 7, Series 24, Series 26, Series 53, Series 63, Series 65
Education
Muhlenberg College 1997 — 2000
Bachelor's Degree, Business Management, 3.74
DeSales University 1996 — 1997
Business Management
Lehigh Carbon Community College 1995 — 1995
Business Management
Whitehall High School 1988 — 1991
Business Prep
Financial Sources, Inc. 2012 - Present
Cadaret Grant 2012 - Present
Park Avenue Securities 2006 - 2011
The Guardian Life Insurance Company of America 1993 - 2006
Skills
Retirement Planning, Variable Annuities, Fixed Annuities, Mutual Funds, Investment Advisory..., Wealth Management, Life Insurance, Strategic Financial..., Charitable Planning, Estate Planning, College Savings Plans, Municipal Bonds, Securities, Series 4, Series 6, Series 7, Series 24, Series 26, Series 53, Series 63, Series 65
Education
Muhlenberg College 1997 — 2000
Bachelor's Degree, Business Management, 3.74
DeSales University 1996 — 1997
Business Management
Lehigh Carbon Community College 1995 — 1995
Business Management
Whitehall High School 1988 — 1991
Business Prep
Paul Feliz Paul Feliz's Park Avenue Securities Experience June 2006 - March 2013
Job Activity Specialist at ASPIRA of New York
Industry Civic & Social Organization
Experience
Catapult Learning March 2014 - Present
ASPIRA of New York September 2013 - Present
New York Junior Tennis League June 2013 - August 2013
Park Avenue Securities June 2006 - March 2013
Skills
Yoga Instructor, Tae..., Intutive and Swedish..., Practical life skills...
Education
Borough of Manhattan Community College
City University of New York-Hunter College
Catapult Learning March 2014 - Present
ASPIRA of New York September 2013 - Present
New York Junior Tennis League June 2013 - August 2013
Park Avenue Securities June 2006 - March 2013
Skills
Yoga Instructor, Tae..., Intutive and Swedish..., Practical life skills...
Education
Borough of Manhattan Community College
City University of New York-Hunter College
Arthur (Art) Barasch Arthur (Art) Barasch's Park Avenue Securities Experience October 2006 - January 2014
Job Managing Member at Baron Financial Advisors, LLC
Industry Financial Services
Experience
Baron Financial Advisors, LLC February 2014 - Present
Park Avenue Securities October 2006 - January 2014
Wealth Design Group, LLC October 2006 - December 2013
Lone Star Advisory Group 1999 - 2006
Prudential Preferred Advisors October 1994 - August 1999
Skills
Estate Planning, Small Business, Leadership, Long-term Care, Employee Benefits, Strategic Planning, Management, Wealth, Securities
Education
Polytechnic University
Bachelor of Science (BS), Mechanical Engineering
University of Toledo
Finance, General
Baron Financial Advisors, LLC February 2014 - Present
Park Avenue Securities October 2006 - January 2014
Wealth Design Group, LLC October 2006 - December 2013
Lone Star Advisory Group 1999 - 2006
Prudential Preferred Advisors October 1994 - August 1999
Skills
Estate Planning, Small Business, Leadership, Long-term Care, Employee Benefits, Strategic Planning, Management, Wealth, Securities
Education
Polytechnic University
Bachelor of Science (BS), Mechanical Engineering
University of Toledo
Finance, General
Cliff Duester, CFP® Cliff Duester, CFP®'s Park Avenue Securities Experience January 2009 - November 2014
Job Lenox Advisors, Inc. New York | Stamford | Chicago | San Francisco | Los Angeles
Industry Investment Management
Experience
Lenox Advisors, Inc. 2014 - Present
Park Avenue Securities January 2009 - November 2014
Duester Financial Group, Inc. January 2007 - January 2009
Capstar Financial Group, Inc February 2005 - January 2007
Skills
Investments, Finance, Securities, Financial Services, Retirement, Real Estate, Insurance, Tax, Retirement Planning, Small Business, Strategy, Accounting, Management, Strategic Planning, Strategic Financial..., Employee Benefits, Estate Planning, Financial Planning, Mutual Funds
Education
San Diego State University-California State University
Master of Science (MS), Finance and Financial Management Services
University of Colorado Boulder
B.A., Economics
Lenox Advisors, Inc. 2014 - Present
Park Avenue Securities January 2009 - November 2014
Duester Financial Group, Inc. January 2007 - January 2009
Capstar Financial Group, Inc February 2005 - January 2007
Skills
Investments, Finance, Securities, Financial Services, Retirement, Real Estate, Insurance, Tax, Retirement Planning, Small Business, Strategy, Accounting, Management, Strategic Planning, Strategic Financial..., Employee Benefits, Estate Planning, Financial Planning, Mutual Funds
Education
San Diego State University-California State University
Master of Science (MS), Finance and Financial Management Services
University of Colorado Boulder
B.A., Economics
Bill Cratty CFP®,CPA Bill Cratty CFP®,CPA's Park Avenue Securities Experience April 2006 - December 2010
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. June 2014 - Present
AXA Advisors December 2010 - June 2014
Park Avenue Securities April 2006 - December 2010
MetLife November 1999 - April 2006
State Street June 1990 - November 1999
Mullen & Company, CPA's 1988 - 1990
East Weymouth Savings 1985 - 1985
Education
Boston College - Wallace E. Carroll Graduate School of Management 1991 — 1994
Masters, Finance
Bentley University 1983 — 1987
BS, Accountancy
Weymouth South 1980 — 1983
Ameriprise Financial Services, Inc. June 2014 - Present
AXA Advisors December 2010 - June 2014
Park Avenue Securities April 2006 - December 2010
MetLife November 1999 - April 2006
State Street June 1990 - November 1999
Mullen & Company, CPA's 1988 - 1990
East Weymouth Savings 1985 - 1985
Education
Boston College - Wallace E. Carroll Graduate School of Management 1991 — 1994
Masters, Finance
Bentley University 1983 — 1987
BS, Accountancy
Weymouth South 1980 — 1983
Trever Good's Park Avenue Securities Experience October 2009 - September 2010
Job Owner at Tent Rental Service, LLC
Industry Events Services
Experience
Tent Rental Service, LLC June 1994 - Present
Park Avenue Securities October 2009 - September 2010
First Financial Group October 2009 - September 2010
Education
The University of Akron 1991 — 1996
Communications, Broadcasting
Cocalico High School 1988 — 1991
Tent Rental Service, LLC June 1994 - Present
Park Avenue Securities October 2009 - September 2010
First Financial Group October 2009 - September 2010
Education
The University of Akron 1991 — 1996
Communications, Broadcasting
Cocalico High School 1988 — 1991
Edward Dylewski Edward Dylewski's Park Avenue Securities Experience June 2014 - Present
Job OTC Trader at Park Avenue Securities
Industry Financial Services
Experience
Park Avenue Securities June 2014 - Present
Park Avenue Securities April 2013 - July 2014
Prudential Financial September 2011 - April 2013
Prudential Retirement June 2008 - September 2011
Skills
Series 7, Series 6, Series 63, 401k, Financial Services, Mutual Funds, Customer Service, Investments, Retirement Planning, Lotus Notes, Securities, Microsoft Excel, Call Center, Business Analysis, Microsoft Word, Retirement, Employee Training, FINRA, Defined Contribution, Defined Benefit, Equities, Brokerage, Transition Management, Business Transition...
Education
University of Scranton 2003 — 2008
Bachelors, Management/Finance
University of Scranton 2003 — 2008
Bachelors of Science, Business Administration; Management
Park Avenue Securities June 2014 - Present
Park Avenue Securities April 2013 - July 2014
Prudential Financial September 2011 - April 2013
Prudential Retirement June 2008 - September 2011
Skills
Series 7, Series 6, Series 63, 401k, Financial Services, Mutual Funds, Customer Service, Investments, Retirement Planning, Lotus Notes, Securities, Microsoft Excel, Call Center, Business Analysis, Microsoft Word, Retirement, Employee Training, FINRA, Defined Contribution, Defined Benefit, Equities, Brokerage, Transition Management, Business Transition...
Education
University of Scranton 2003 — 2008
Bachelors, Management/Finance
University of Scranton 2003 — 2008
Bachelors of Science, Business Administration; Management
India Rice, MBA's Park Avenue Securities Experience July 2000 - July 2008
Job PMP in Progress
Industry Management Consulting
Experience
Rochelle Salon Suites, LLC March 2012 - Present
Sacred Heart Home Healthcare October 2008 - Present
Park Avenue Securities July 2000 - July 2008
Gerard Klauer Mattison and Company February 1994 - June 2000
Skills
Marketing, Six Sigma, Strategic Planning, Visio, Long-term Care, Strategic Financial..., Fixed Annuities, Life Insurance, Insurance, Business Planning, Team Building, Retirement Planning, Health Insurance, Retirement, Employee Benefits, 401k, Small Business, Mutual Funds, Financial Planners, Process Improvement, Financial Reporting, Financial Services
Education
University of Phoenix 2005 — 2007
Master of Business Administration (MBA), Business Administration and Management, General
College of New Rochelle 1998 — 2001
Bachelor's degree, Business/Corporate Communications
Central Piedmont Community College
Rochelle Salon Suites, LLC March 2012 - Present
Sacred Heart Home Healthcare October 2008 - Present
Park Avenue Securities July 2000 - July 2008
Gerard Klauer Mattison and Company February 1994 - June 2000
Skills
Marketing, Six Sigma, Strategic Planning, Visio, Long-term Care, Strategic Financial..., Fixed Annuities, Life Insurance, Insurance, Business Planning, Team Building, Retirement Planning, Health Insurance, Retirement, Employee Benefits, 401k, Small Business, Mutual Funds, Financial Planners, Process Improvement, Financial Reporting, Financial Services
Education
University of Phoenix 2005 — 2007
Master of Business Administration (MBA), Business Administration and Management, General
College of New Rochelle 1998 — 2001
Bachelor's degree, Business/Corporate Communications
Central Piedmont Community College
Brandon Marinelli's Park Avenue Securities Experience June 2001 - September 2003
Job Founding Partner | Registered Principal | Wealth Advisor at Northstar Wealth Partners
Industry Financial Services
Experience
Northstar Wealth Partners June 2004 - Present
Lincoln Financial Group November 2003 - September 2005
Park Avenue Securities June 2001 - September 2003
Skills
Wealth, Securities, Investments, Financial Advisory, Wealth Management, Retirement Planning, Investment Strategies, Financial Services, Asset Management, Series 7, Investment Management, Strategic Financial..., Series 63, Insurance, Investment Advisory, Retirement, Alternative Investments, Portfolio Management, Pensions, Finance, Life Insurance, Mutual Funds, Fixed Annuities, Asset Allocation, Estate Planning, 401k
Education
Central Connecticut State University
Bachelor of Science, Business
Northstar Wealth Partners June 2004 - Present
Lincoln Financial Group November 2003 - September 2005
Park Avenue Securities June 2001 - September 2003
Skills
Wealth, Securities, Investments, Financial Advisory, Wealth Management, Retirement Planning, Investment Strategies, Financial Services, Asset Management, Series 7, Investment Management, Strategic Financial..., Series 63, Insurance, Investment Advisory, Retirement, Alternative Investments, Portfolio Management, Pensions, Finance, Life Insurance, Mutual Funds, Fixed Annuities, Asset Allocation, Estate Planning, 401k
Education
Central Connecticut State University
Bachelor of Science, Business
Leon Rabin's Park Avenue Securities Experience January 2014 - Present
Job Director, Software Quality Assurance at Guardian Life
Industry Information Technology and Services
Experience
Guardian Life July 2015 - Present
Park Avenue Securities January 2014 - Present
Federal Reserve Bank of New York September 2013 - January 2014
Park Avenue Securities March 2007 - September 2013
Credit Suisse First Boston March 2006 - March 2007
JPMorgan Chase May 2003 - March 2006
Skills
Software Project..., QA Management, QA Process & Methodology, IT Management, Testing, IT Strategy, User Acceptance Testing, Quality Assurance, System Analysis and..., System Testing, Requirements Gathering, Enterprise Architecture, Risk Management, IT Service Management, Enterprise Software, Business Analysis, Business Requirements, Project Management, Integration, Six Sigma, Agile Methodologies, Process Improvement, Scrum, Resource Management, PMP, Agile Project Management, ITIL, Oracle, SDLC, QTP, Outsourcing, Systems Analysis, Quality Center, Software Documentation, PMO, Telecommunications, Manual Testing, Databases, Requirements Analysis, Production Support, Securities, Operational Risk, Websphere, DR /IT Resiliency..., Production Support..., HP QTP, Vendor Management, HP Quality Center
Education
Odessa State Polytechnic University 1986 — 1990
Guardian Life July 2015 - Present
Park Avenue Securities January 2014 - Present
Federal Reserve Bank of New York September 2013 - January 2014
Park Avenue Securities March 2007 - September 2013
Credit Suisse First Boston March 2006 - March 2007
JPMorgan Chase May 2003 - March 2006
Skills
Software Project..., QA Management, QA Process & Methodology, IT Management, Testing, IT Strategy, User Acceptance Testing, Quality Assurance, System Analysis and..., System Testing, Requirements Gathering, Enterprise Architecture, Risk Management, IT Service Management, Enterprise Software, Business Analysis, Business Requirements, Project Management, Integration, Six Sigma, Agile Methodologies, Process Improvement, Scrum, Resource Management, PMP, Agile Project Management, ITIL, Oracle, SDLC, QTP, Outsourcing, Systems Analysis, Quality Center, Software Documentation, PMO, Telecommunications, Manual Testing, Databases, Requirements Analysis, Production Support, Securities, Operational Risk, Websphere, DR /IT Resiliency..., Production Support..., HP QTP, Vendor Management, HP Quality Center
Education
Odessa State Polytechnic University 1986 — 1990
Rick Ferguson Rick Ferguson's Park Avenue Securities Experience September 2001 - March 2007
Job Financial Advisor Specializing in Corporate Retirement Plans & Trusts
Industry Financial Services
Experience
Barney & Barney, a Marsh & McLennan Agency LLC Company March 2007 - Present
Guardian Life Insurance September 2001 - March 2007
Park Avenue Securities September 2001 - March 2007
TD Ameritrade July 1999 - September 2001
Skills
Employee Benefits, Investments, Retirement, Series 7, Securities, 401k, Retirement Planning, Pensions, Compliance, Mutual Funds, Financial Planning, Strategic Planning, Portfolio Management, Financial Analysis, Asset Allocation, Wealth Management, Asset Management, Series 63, Process Improvement, 403 b, 457 Plans, Executive Compensation..., Non-Qualified Deferred..., Executive Pay, Series 24, Series 66, Qualified Retirement..., ERISA, IRS, Fiduciary, Fiduciary Services, Fiduciary Management, Fiduciary training, Asset Managment, Benchmarking, CEBS, Investment Advisory, Investment Management, Group Benefit Plans
Education
Wharton School, University of Pennsylvania 2008 — 2011
CEBS, Employee Benefits, Compensation, Investment Theory
Western Illinois University 1988 — 1992
BS, Industrial Technology
Barney & Barney, a Marsh & McLennan Agency LLC Company March 2007 - Present
Guardian Life Insurance September 2001 - March 2007
Park Avenue Securities September 2001 - March 2007
TD Ameritrade July 1999 - September 2001
Skills
Employee Benefits, Investments, Retirement, Series 7, Securities, 401k, Retirement Planning, Pensions, Compliance, Mutual Funds, Financial Planning, Strategic Planning, Portfolio Management, Financial Analysis, Asset Allocation, Wealth Management, Asset Management, Series 63, Process Improvement, 403 b, 457 Plans, Executive Compensation..., Non-Qualified Deferred..., Executive Pay, Series 24, Series 66, Qualified Retirement..., ERISA, IRS, Fiduciary, Fiduciary Services, Fiduciary Management, Fiduciary training, Asset Managment, Benchmarking, CEBS, Investment Advisory, Investment Management, Group Benefit Plans
Education
Wharton School, University of Pennsylvania 2008 — 2011
CEBS, Employee Benefits, Compensation, Investment Theory
Western Illinois University 1988 — 1992
BS, Industrial Technology
Christopher O'Mara Christopher O'Mara's Park Avenue Securities Experience 2013 - 2014
Job Financial Services Professional
Industry Financial Services
Experience
Scotiabank July 2015 - Present
UBS Investment Bank January 2015 - April 2015
Park Avenue Securities 2013 - 2014
Skills
Microsoft Excel, Microsoft Word, Microsoft Powerpoint, Netx360 Platform, Internet and Social..., Microsoft Office, PowerPoint, Social Media
Education
St. Francis College 2007 — 2011
Bachelor's Degree, Communications Arts - Concentration English
Scotiabank July 2015 - Present
UBS Investment Bank January 2015 - April 2015
Park Avenue Securities 2013 - 2014
Skills
Microsoft Excel, Microsoft Word, Microsoft Powerpoint, Netx360 Platform, Internet and Social..., Microsoft Office, PowerPoint, Social Media
Education
St. Francis College 2007 — 2011
Bachelor's Degree, Communications Arts - Concentration English
Joshua Haberman's Park Avenue Securities Experience May 2015 - August 2015
Job Student Athlete at Princeton University
Industry Financial Services
Experience
Princeton University Men's Soccer August 2013 - Present
Sound Wealth Financial Group May 2015 - August 2015
Park Avenue Securities May 2015 - August 2015
Wells Fargo Advisors June 2014 - August 2014
Engineers Country Club May 2013 - August 2014
Skills
Microsoft Excel, Java, Financial Services, Living Balance Sheet, Morningstar Office, Financial Planning, Portfolio Management, Public Speaking, Insurance, Leadership, Microsoft Office, PowerPoint, Microsoft Word, Sales
Education
Princeton University 2013 — 2017
Bachelor of Arts (BA), Woodrow Wilson School of Public and International Affairs
Syosset Senior High School 2009 — 2013
Princeton University Men's Soccer August 2013 - Present
Sound Wealth Financial Group May 2015 - August 2015
Park Avenue Securities May 2015 - August 2015
Wells Fargo Advisors June 2014 - August 2014
Engineers Country Club May 2013 - August 2014
Skills
Microsoft Excel, Java, Financial Services, Living Balance Sheet, Morningstar Office, Financial Planning, Portfolio Management, Public Speaking, Insurance, Leadership, Microsoft Office, PowerPoint, Microsoft Word, Sales
Education
Princeton University 2013 — 2017
Bachelor of Arts (BA), Woodrow Wilson School of Public and International Affairs
Syosset Senior High School 2009 — 2013
Maria C Perez-Suarez Maria C Perez-Suarez's Park Avenue Securities Experience March 2011 - Present
Job Senior Level Executive Assistant
Industry Insurance
Experience
Park Avenue Securities March 2011 - Present
Guardian Life Insurance February 2008 - March 2011
General Electric September 2002 - January 2005
Societe Generale February 1997 - September 2001
Skills
Visio, Bloomberg, Windows 2003, 2007, XP, MS Office Suite, AS 400, Concurn, Oragle, ILX Reuters, Sepctrum, Microsoft Office, Human Resources, Management, IBM iSeries, Analysis, Leadership, Budgets, Access
Education
Baruch College 1988 — 1991
No degree, Secretarial and Business Administration
Universidad de Santiago de Compostela 1980 — 1982
bachelors, business administration
Park Avenue Securities March 2011 - Present
Guardian Life Insurance February 2008 - March 2011
General Electric September 2002 - January 2005
Societe Generale February 1997 - September 2001
Skills
Visio, Bloomberg, Windows 2003, 2007, XP, MS Office Suite, AS 400, Concurn, Oragle, ILX Reuters, Sepctrum, Microsoft Office, Human Resources, Management, IBM iSeries, Analysis, Leadership, Budgets, Access
Education
Baruch College 1988 — 1991
No degree, Secretarial and Business Administration
Universidad de Santiago de Compostela 1980 — 1982
bachelors, business administration
Thomas Palmeri Thomas Palmeri's Park Avenue Securities Experience February 2007 - Present
Job Registered Representative at Park Ave Securities
Industry Financial Services
Experience
Forest Hills Financial Group February 2007 - Present
Park Avenue Securities February 2007 - Present
NAIFA November 1984 - Present
2004-2007 National Life Insurance Company March 2005 - February 2007
2004 Met Life Insurance Company February 1985 - March 2005
MetLife February 1985 - March 2005
Met Life Insurance Company January 1984 - January 2002
Skills
Speaks Spanish, Leadership, Management, Insurance, Sales, Training, Finance, Securities, Series 6, Financial Advisory, Fixed Annuities, Disability Insurance, Life Insurance, Public Speaking, Long-term Care, 401k, Customer Service, Health Insurance, IRAs, Long Term Care Insurance, Mutual Funds, Retirement, Retirement Planning, Series 7, Spanish, Term Life Insurance
Education
Saint Joseph's College 1980 — 1984
Human Relations, Sociology, Psychology, Business
Sachem High School 1977 — 1980
Regents Diploma, Spanish
Forest Hills Financial Group February 2007 - Present
Park Avenue Securities February 2007 - Present
NAIFA November 1984 - Present
2004-2007 National Life Insurance Company March 2005 - February 2007
2004 Met Life Insurance Company February 1985 - March 2005
MetLife February 1985 - March 2005
Met Life Insurance Company January 1984 - January 2002
Skills
Speaks Spanish, Leadership, Management, Insurance, Sales, Training, Finance, Securities, Series 6, Financial Advisory, Fixed Annuities, Disability Insurance, Life Insurance, Public Speaking, Long-term Care, 401k, Customer Service, Health Insurance, IRAs, Long Term Care Insurance, Mutual Funds, Retirement, Retirement Planning, Series 7, Spanish, Term Life Insurance
Education
Saint Joseph's College 1980 — 1984
Human Relations, Sociology, Psychology, Business
Sachem High School 1977 — 1980
Regents Diploma, Spanish
Jessica Bloodworth Perdomo Jessica Bloodworth Perdomo's Park Avenue Securities Experience December 2014 - June 2015
Job Vice President Pershing LLC, a BNY Mellon company
Industry Financial Services
Experience
Pershing, a BNY Mellon company June 2015 - Present
Park Avenue Securities December 2014 - June 2015
Morgan Stanley Investment Management March 2005 - April 2013
AllianceBernstein October 1995 - March 2005
Skills
Mutual Funds, Operations Management, Process Improvement, Management Reporting, Contract Negotiation, Mergers & Acquisitions, Conversions, Fund Launches, Services Management, Client Relations Skills, Insurance and Bank..., Contract Development, Goal Oriented, Sales Reporting, Employee Training, Financial Audits, Risk Management, Global Regulatory..., Customer Service, Employee Performance..., Team Management, Transfer Agency, Institutional, Retail Funds, Liquidity Funds, Due Diligence, Fixed Income, Equities, Management, Banking, Leadership, Budgets
Education
Ramapo College of New Jersey 1991 — 1995
BS, Business Administration
Pershing, a BNY Mellon company June 2015 - Present
Park Avenue Securities December 2014 - June 2015
Morgan Stanley Investment Management March 2005 - April 2013
AllianceBernstein October 1995 - March 2005
Skills
Mutual Funds, Operations Management, Process Improvement, Management Reporting, Contract Negotiation, Mergers & Acquisitions, Conversions, Fund Launches, Services Management, Client Relations Skills, Insurance and Bank..., Contract Development, Goal Oriented, Sales Reporting, Employee Training, Financial Audits, Risk Management, Global Regulatory..., Customer Service, Employee Performance..., Team Management, Transfer Agency, Institutional, Retail Funds, Liquidity Funds, Due Diligence, Fixed Income, Equities, Management, Banking, Leadership, Budgets
Education
Ramapo College of New Jersey 1991 — 1995
BS, Business Administration
Peter Paul Ostapow Peter Paul Ostapow's Park Avenue Securities Experience February 2004 - January 2011
Job Financial planning does not have to be a session in a dentist's chair it can actually be fun.
Industry Financial Services
Experience
American Portfolios Financial Services February 2011 - Present
Ostapow Financial Services September 1979 - Present
Ostapow Financial Services September 1979 - Present
Park Avenue Securities February 2004 - January 2011
College Aid Planning Services 2005 - 2011
Three Village Historical Society 2009 - 2010
W.S.Griffith Securities January 1979 - January 2004
Skills
Strategic Financial..., Investments, Financial Advisory, Retirement, Financial Planning, Fixed Annuities, Life Insurance, Investment Advisory, Educational Consulting, Wealth Management, Asset Management, Financial Services, Mutual Funds, 401k, Retirement Planning, Financial Planners, Finance, Risk Management, Estate Planning, Personal Finance, College Planning..., Securities, Insurance
Education
St. John's University Jamaica NY 1968 — 1978
Bachelor of Science, Business
The American College 1987 — 2003
Chartered Life Underwriter (CLU) ; Chartered Financial Consultant (ChFC), Financial Planning and Services
Adelphi University 1982 — 1985
Certified Financial Planner (CFP), Financial Planning
Bryant High School 1964 — 1968
High School
American Portfolios Financial Services February 2011 - Present
Ostapow Financial Services September 1979 - Present
Ostapow Financial Services September 1979 - Present
Park Avenue Securities February 2004 - January 2011
College Aid Planning Services 2005 - 2011
Three Village Historical Society 2009 - 2010
W.S.Griffith Securities January 1979 - January 2004
Skills
Strategic Financial..., Investments, Financial Advisory, Retirement, Financial Planning, Fixed Annuities, Life Insurance, Investment Advisory, Educational Consulting, Wealth Management, Asset Management, Financial Services, Mutual Funds, 401k, Retirement Planning, Financial Planners, Finance, Risk Management, Estate Planning, Personal Finance, College Planning..., Securities, Insurance
Education
St. John's University Jamaica NY 1968 — 1978
Bachelor of Science, Business
The American College 1987 — 2003
Chartered Life Underwriter (CLU) ; Chartered Financial Consultant (ChFC), Financial Planning and Services
Adelphi University 1982 — 1985
Certified Financial Planner (CFP), Financial Planning
Bryant High School 1964 — 1968
High School
Bradford S. Umbarger, CFP®, MBA, ChFC® Bradford S. Umbarger, CFP®, MBA, ChFC®'s Park Avenue Securities Experience November 2003 - September 2004
Job Independent Financial Advisor
Industry Financial Services
Experience
Self Employed March 2013 - Present
Wells Fargo Advisors LLC June 2011 - March 2013
PNC Investments September 2004 - June 2011
Park Avenue Securities November 2003 - September 2004
New England Financial December 2001 - October 2003
Enterprise Rent-A-Car January 1999 - November 2001
Skills
Customer Service, Wealth Management, Estate Planning, Retirement Planning, Managerial Finance, Strategic Financial..., Wealth, Coaching, Investments, Finance, Financial Advisory, Personal Finance, Program Management, Investment Strategies, Mutual Funds, Series 7, Financial Services, Series 63, Fixed Annuities, Asset Allocation, Asset Management, Retirement, 401k, Disability Insurance, Life Insurance, Long-term Care, Relationship Management, Mortgage Lending, Loans, Term Life Insurance, Banking, Employee Benefits, Financial Analysis, Risk Management, Health Insurance, Credit Analysis, Investment Advisory, Wealth Management..., Consumer Lending, Securities, Insurance, Uniform Combined State..., Series 6, Management, Strategic Planning, Portfolio Management, Small Business, Marketing, Leadership, Financial Planning
Education
Grove City College
Bachelor of Science, Financial Management
Penn State University
Master of Business Administration (MBA), Business Administration
Self Employed March 2013 - Present
Wells Fargo Advisors LLC June 2011 - March 2013
PNC Investments September 2004 - June 2011
Park Avenue Securities November 2003 - September 2004
New England Financial December 2001 - October 2003
Enterprise Rent-A-Car January 1999 - November 2001
Skills
Customer Service, Wealth Management, Estate Planning, Retirement Planning, Managerial Finance, Strategic Financial..., Wealth, Coaching, Investments, Finance, Financial Advisory, Personal Finance, Program Management, Investment Strategies, Mutual Funds, Series 7, Financial Services, Series 63, Fixed Annuities, Asset Allocation, Asset Management, Retirement, 401k, Disability Insurance, Life Insurance, Long-term Care, Relationship Management, Mortgage Lending, Loans, Term Life Insurance, Banking, Employee Benefits, Financial Analysis, Risk Management, Health Insurance, Credit Analysis, Investment Advisory, Wealth Management..., Consumer Lending, Securities, Insurance, Uniform Combined State..., Series 6, Management, Strategic Planning, Portfolio Management, Small Business, Marketing, Leadership, Financial Planning
Education
Grove City College
Bachelor of Science, Financial Management
Penn State University
Master of Business Administration (MBA), Business Administration
Robert Stauffer III Robert Stauffer III's Park Avenue Securities Experience May 1999 - October 2004
Job Institutional Group at Stifel Nicolaus
Industry Financial Services
Experience
Stifel Financial Corp. June 2014 - Present
RS Capital Partners LLC 2012 - Present
Elutions October 2012 - August 2013
Barclays June 2009 - April 2012
Smith Barney February 2006 - May 2009
Legg Mason October 2004 - February 2006
Park Avenue Securities May 1999 - October 2004
Legg Mason May 1997 - January 1998
Skills
Wealth Management, Series 7, Financial Services, Asset Managment, Alternative Investments, Banking, Capital Markets, Credit, Finance, Asset Management, Asset Allocation, Hedge Funds, Socially Responsible..., Charitable Gift Planning, Investment Advisory, Investment Management, Philanthropic Planning, Philanthropy, Fixed Income, CRM, Equities, Private Equity, Compliance, Risk Management, Structured Products, Financial Analysis, Third Party Distribution, Bloomberg Terminal, Charles River IMS, National Accounts
Education
University of Maryland College Park 1994 — 1998
Bachelor's degree
Stifel Financial Corp. June 2014 - Present
RS Capital Partners LLC 2012 - Present
Elutions October 2012 - August 2013
Barclays June 2009 - April 2012
Smith Barney February 2006 - May 2009
Legg Mason October 2004 - February 2006
Park Avenue Securities May 1999 - October 2004
Legg Mason May 1997 - January 1998
Skills
Wealth Management, Series 7, Financial Services, Asset Managment, Alternative Investments, Banking, Capital Markets, Credit, Finance, Asset Management, Asset Allocation, Hedge Funds, Socially Responsible..., Charitable Gift Planning, Investment Advisory, Investment Management, Philanthropic Planning, Philanthropy, Fixed Income, CRM, Equities, Private Equity, Compliance, Risk Management, Structured Products, Financial Analysis, Third Party Distribution, Bloomberg Terminal, Charles River IMS, National Accounts
Education
University of Maryland College Park 1994 — 1998
Bachelor's degree
Jesse Mackey Jesse Mackey's Park Avenue Securities Experience November 2007 - March 2012
Job Principal, Investment Officer of 4Thought Financial Group, Inc., Syosset, Long Island, New York
Industry Financial Services
Experience
4Thought Financial Group, Inc., Syosset, Long Island, New York August 2009 - Present
Park Avenue Securities November 2007 - March 2012
National Network of Accountants Investment Advisors, Inc., Long Island, New York November 2007 - March 2010
Center for Wealth Preservation January 2007 - November 2007
AXA Distributors, LLC January 2003 - May 2004
JPMorgan Chase June 2002 - December 2002
Education
Thunderbird School of Global Management 2005 — 2006
MBA, International Development, International Securities Investment, Entrepreneurship
Colgate University 1998 — 2002
BA, Economics
4Thought Financial Group, Inc., Syosset, Long Island, New York August 2009 - Present
Park Avenue Securities November 2007 - March 2012
National Network of Accountants Investment Advisors, Inc., Long Island, New York November 2007 - March 2010
Center for Wealth Preservation January 2007 - November 2007
AXA Distributors, LLC January 2003 - May 2004
JPMorgan Chase June 2002 - December 2002
Education
Thunderbird School of Global Management 2005 — 2006
MBA, International Development, International Securities Investment, Entrepreneurship
Colgate University 1998 — 2002
BA, Economics
Jamie S McKenna's Park Avenue Securities Experience August 2014 - Present
Job National Business Development Officer at Park Avenue Securities
Industry Financial Services
Experience
Park Avenue Securities August 2014 - Present
Morgan Stanley Wealth Management April 2013 - September 2014
Dynamic Perspectives, Inc. 2009 - 2013
UBS Financial Services January 2007 - January 2009
Sundance Partners, Inc 2000 - 2007
Smith Barney 1994 - 1999
Morgan Stanley 1992 - 1993
Skills
Kolbe Certified, NLP Certified, Coaching, Leadership, Team Management, Sales, Financial Advisory, Team, Executive Coaching, Leadership Development, Organizational..., Management Consulting, Change Management, Team Building, Strategic Partnerships, Business Development, Management, Business Planning, Performance Improvement, Strategy, Mergers & Acquisitions, Training, Executive Management, Financial Services, Recruiting, Talent Acquisition
Education
Arizona State University
Bachelor of Science (BS), Organizational Communications & Business Management
International Coach Academy; Certified Professional Coach 2010 — 2012
Park Avenue Securities August 2014 - Present
Morgan Stanley Wealth Management April 2013 - September 2014
Dynamic Perspectives, Inc. 2009 - 2013
UBS Financial Services January 2007 - January 2009
Sundance Partners, Inc 2000 - 2007
Smith Barney 1994 - 1999
Morgan Stanley 1992 - 1993
Skills
Kolbe Certified, NLP Certified, Coaching, Leadership, Team Management, Sales, Financial Advisory, Team, Executive Coaching, Leadership Development, Organizational..., Management Consulting, Change Management, Team Building, Strategic Partnerships, Business Development, Management, Business Planning, Performance Improvement, Strategy, Mergers & Acquisitions, Training, Executive Management, Financial Services, Recruiting, Talent Acquisition
Education
Arizona State University
Bachelor of Science (BS), Organizational Communications & Business Management
International Coach Academy; Certified Professional Coach 2010 — 2012
Gayle Furer's Park Avenue Securities Experience May 2003 - December 2006
Job Commercial Banking Relationship Manager
Industry Banking
Experience
PNC Bank January 2011 - Present
Allegheny Valley YMCA December 2010 - Present
PNC July 2007 - December 2010
Park Avenue Securities May 2003 - December 2006
Skills
Loans, Banking, Wealth Management, Credit, Underwriting, Financial Analysis, Investments, Financial Modeling, Financial Services, Commercial Banking, Cash Flow, Treasury Management, Credit Analysis, Commercial Lending, Finance
Education
Grove City College 1992 — 1996
Bachelor's degree, Financial Management
PNC Bank January 2011 - Present
Allegheny Valley YMCA December 2010 - Present
PNC July 2007 - December 2010
Park Avenue Securities May 2003 - December 2006
Skills
Loans, Banking, Wealth Management, Credit, Underwriting, Financial Analysis, Investments, Financial Modeling, Financial Services, Commercial Banking, Cash Flow, Treasury Management, Credit Analysis, Commercial Lending, Finance
Education
Grove City College 1992 — 1996
Bachelor's degree, Financial Management
Brandon Agamennone's Park Avenue Securities Experience April 2005 - April 2009
Job Owner at Pro Source Athletics
Industry Sports
Experience
Pro Source Athletics, LLC. April 2004 - Present
Park Avenue Securities April 2005 - April 2009
Pittsburgh Pirates November 2003 - October 2004
Baltimore Orioles May 2003 - October 2003
Montreal Expos June 1998 - April 2003
Skills
Public Speaking, Motivational Speaking, Baseball, Sports, Sports Management, Sports Marketing, Athletics, Event Planning, Sponsorship, Event Management, Coaching, Marketing, Fundraising, Social Media, Individualized..., Sales, Social Networking, Leadership, Public Relations, Entrepreneurship, Social Media Marketing, Teaching, Training
Education
University of Maryland College Park 1994 — 1998
BA, Communication
Pro Source Athletics, LLC. April 2004 - Present
Park Avenue Securities April 2005 - April 2009
Pittsburgh Pirates November 2003 - October 2004
Baltimore Orioles May 2003 - October 2003
Montreal Expos June 1998 - April 2003
Skills
Public Speaking, Motivational Speaking, Baseball, Sports, Sports Management, Sports Marketing, Athletics, Event Planning, Sponsorship, Event Management, Coaching, Marketing, Fundraising, Social Media, Individualized..., Sales, Social Networking, Leadership, Public Relations, Entrepreneurship, Social Media Marketing, Teaching, Training
Education
University of Maryland College Park 1994 — 1998
BA, Communication
Thomas Ray Thomas Ray's Park Avenue Securities Experience October 2010 - August 2012
Job Hawaii Financial Companies
Industry Financial Services
Experience
Hawaii Financial Companies / Special Needs Hawaii August 2012 - Present
Park Avenue Securities October 2010 - August 2012
US Navy December 2003 - December 2009
Skills
Annuities, Business Continuity, Business Planning, Buy-sell Agreements, Comprehensive Planning, ETFs, Equities, Executive Compensation, Investment Strategies, Pension Funds, Risk Analysis, Risk Management, Term Life Insurance, Whole Life, Disability Insurance, Long Term Care, Profit Sharing, Mutual Funds, Managed Accounts, Roth IRA, Simple IRA, 401k Rollovers, 529 Plans, 401k, Alternative Investments
Education
Hawaii Pacific University 2012 — 2014
Master of Business Administration (M.B.A.), Finance
Hawaii Pacific University 2007 — 2011
BSBA, Finance
United States Navy Search and Rescue Swimmer School 2008 — 2008
Certificate of Completion Search & Rescue Course A-050-0500, U.S. Naval Search & Rescue Swimmer
Hawaii Financial Companies / Special Needs Hawaii August 2012 - Present
Park Avenue Securities October 2010 - August 2012
US Navy December 2003 - December 2009
Skills
Annuities, Business Continuity, Business Planning, Buy-sell Agreements, Comprehensive Planning, ETFs, Equities, Executive Compensation, Investment Strategies, Pension Funds, Risk Analysis, Risk Management, Term Life Insurance, Whole Life, Disability Insurance, Long Term Care, Profit Sharing, Mutual Funds, Managed Accounts, Roth IRA, Simple IRA, 401k Rollovers, 529 Plans, 401k, Alternative Investments
Education
Hawaii Pacific University 2012 — 2014
Master of Business Administration (M.B.A.), Finance
Hawaii Pacific University 2007 — 2011
BSBA, Finance
United States Navy Search and Rescue Swimmer School 2008 — 2008
Certificate of Completion Search & Rescue Course A-050-0500, U.S. Naval Search & Rescue Swimmer
Jeffrey Morrison Jeffrey Morrison's Park Avenue Securities Experience March 2011 - Present
Job Principal at Campus Pathway
Industry Financial Services
Experience
NICCP 2006 - Present
Park Avenue Securities March 2011 - Present
The Guardian Life Insurance Company of America June 2010 - Present
Campus Pathway November 2006 - Present
BNI San Jose Chapter 2007 - February 2013
Stage One Partners June 1989 - October 2006
National Semiconductor February 1983 - May 1989
Skills
Financial Planning, College Counseling, Analytics, Strategic Communications, Fixed Annuities, Investments, Wealth Management, Life Insurance, Financial Services, Disability Insurance, Insurance, Marketing, Finance, Securities, Budgets, Financial Advisory
Education
Santa Clara University - Leavey School of Business 1980 — 1983
Almost, Masters, Business Administration
Hofstra University 1977 — 1980
Almost Masters, Business Administration
Georgia Institute of Technology 1970 — 1976
BSIE, Engineering conomic Systems
NICCP 2006 - Present
Park Avenue Securities March 2011 - Present
The Guardian Life Insurance Company of America June 2010 - Present
Campus Pathway November 2006 - Present
BNI San Jose Chapter 2007 - February 2013
Stage One Partners June 1989 - October 2006
National Semiconductor February 1983 - May 1989
Skills
Financial Planning, College Counseling, Analytics, Strategic Communications, Fixed Annuities, Investments, Wealth Management, Life Insurance, Financial Services, Disability Insurance, Insurance, Marketing, Finance, Securities, Budgets, Financial Advisory
Education
Santa Clara University - Leavey School of Business 1980 — 1983
Almost, Masters, Business Administration
Hofstra University 1977 — 1980
Almost Masters, Business Administration
Georgia Institute of Technology 1970 — 1976
BSIE, Engineering conomic Systems
Mario Carannante, CFBS Mario Carannante, CFBS's Park Avenue Securities Experience February 2007 - May 2013
Job Helping Business Owners Protect their Family, Business and Ownership Interests through Integrated Solutions
Industry Financial Services
Experience
Peerless Business Advisors March 2014 - Present
Greater Lehigh Valley Chamber of Commerce June 2013 - Present
MassMutual Eastern Pennsylvania May 2013 - Present
Independence Planning Group July 2011 - May 2013
Park Avenue Securities February 2007 - May 2013
Skills
Investments, Insurance, Estate Planning, Retirement, Financial Advisory, Leadership, Finance, Employee Benefits, Wealth Management, Financial Services, Fixed Annuities, Real Estate, Management, Project Planning, Wealth, Investment Strategies, Retirement Planning, Series 63, Succession Planning, Strategic Financial..., 401k, Disability Insurance, Securities
Education
The American College 2013 — 2014
Certified Family Business Specialist, Business and Personal Financial Advisement
Kutztown University of Pennsylvania 2002 — 2006
BSBA
St. Pius X HIgh School 1998 — 2002
Peerless Business Advisors March 2014 - Present
Greater Lehigh Valley Chamber of Commerce June 2013 - Present
MassMutual Eastern Pennsylvania May 2013 - Present
Independence Planning Group July 2011 - May 2013
Park Avenue Securities February 2007 - May 2013
Skills
Investments, Insurance, Estate Planning, Retirement, Financial Advisory, Leadership, Finance, Employee Benefits, Wealth Management, Financial Services, Fixed Annuities, Real Estate, Management, Project Planning, Wealth, Investment Strategies, Retirement Planning, Series 63, Succession Planning, Strategic Financial..., 401k, Disability Insurance, Securities
Education
The American College 2013 — 2014
Certified Family Business Specialist, Business and Personal Financial Advisement
Kutztown University of Pennsylvania 2002 — 2006
BSBA
St. Pius X HIgh School 1998 — 2002
Victor DiMartino, CFP® Victor DiMartino, CFP®'s Park Avenue Securities Experience 2011 - July 2014
Job Investments Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2014 - Present
Park Avenue Securities 2011 - July 2014
Adcuro 2007 - 2011
Harte-Hanks 2004 - 2007
Harte-Hanks 2000 - 2004
Harte-Hanks 1997 - 2000
Harte-Hanks 1994 - 1997
Higher Education Student Assistance Authority 1982 - 1994
Education
Rutgers University-New Brunswick 1978 — 1982
BS, Computer Science/Economics
Boston University 2009 — 2010
Certificate Program For Financial Planners
Fidelity Investments July 2014 - Present
Park Avenue Securities 2011 - July 2014
Adcuro 2007 - 2011
Harte-Hanks 2004 - 2007
Harte-Hanks 2000 - 2004
Harte-Hanks 1997 - 2000
Harte-Hanks 1994 - 1997
Higher Education Student Assistance Authority 1982 - 1994
Education
Rutgers University-New Brunswick 1978 — 1982
BS, Computer Science/Economics
Boston University 2009 — 2010
Certificate Program For Financial Planners
Greg Black's Park Avenue Securities Experience July 2006 - February 2013
Job Financial Coach at Tencap
Industry Financial Services
Experience
Tencap February 2013 - Present
Park Avenue Securities July 2006 - February 2013
MTC- Missionary Training Center August 2004 - July 2006
Winder Farms May 2003 - September 2004
Skills
Retirement, Strategic Financial..., Estate Planning, Life Insurance, IRAs, Retirement Planning, Investments, Wealth, Securities, Disability Insurance, Finance, 401k Rollovers, Roth IRA, Wealth Accumulation, Small Business, Asset Protection, 401k, Term Life Insurance, Mutual Funds, Wealth Management, Financial Services, Insurance, Whole Life, Investment Advisory, Investment Strategies, Financial Advisory, Leadership, Financial Planners
Education
Brigham Young University 2003 — 2006
Bachelor of Science, Exercise Science
Dixie State College 2002 — 2003
Tencap February 2013 - Present
Park Avenue Securities July 2006 - February 2013
MTC- Missionary Training Center August 2004 - July 2006
Winder Farms May 2003 - September 2004
Skills
Retirement, Strategic Financial..., Estate Planning, Life Insurance, IRAs, Retirement Planning, Investments, Wealth, Securities, Disability Insurance, Finance, 401k Rollovers, Roth IRA, Wealth Accumulation, Small Business, Asset Protection, 401k, Term Life Insurance, Mutual Funds, Wealth Management, Financial Services, Insurance, Whole Life, Investment Advisory, Investment Strategies, Financial Advisory, Leadership, Financial Planners
Education
Brigham Young University 2003 — 2006
Bachelor of Science, Exercise Science
Dixie State College 2002 — 2003
Patrick J Burns, Jr. Patrick J Burns, Jr.'s Park Avenue Securities Experience 2000 - 2004
Job Owner, Law Offices of Patrick J. Burns, Jr., PC
Industry Law Practice
Experience
Advanced Regulatory Compliance, Inc. January 2008 - Present
Law Offices of Patrick J. Burns, Jr., PC May 2006 - Present
Beverly Hills Regulatory Consultants Group, Inc. January 2004 - January 2008
Park Avenue Securities 2000 - 2004
Royal Alliance Associates 1998 - 2000
Skills
Mergers, Financial Services, Due Diligence, Securities Regulation, Corporate Governance, Litigation, Employment Law, Employment Contracts, Trade Secrets
Education
Southwestern University School of Law 1993 — 1996
JD, Law
Pace University - Lubin School of Business 1989 — 1993
BBA, Business
Advanced Regulatory Compliance, Inc. January 2008 - Present
Law Offices of Patrick J. Burns, Jr., PC May 2006 - Present
Beverly Hills Regulatory Consultants Group, Inc. January 2004 - January 2008
Park Avenue Securities 2000 - 2004
Royal Alliance Associates 1998 - 2000
Skills
Mergers, Financial Services, Due Diligence, Securities Regulation, Corporate Governance, Litigation, Employment Law, Employment Contracts, Trade Secrets
Education
Southwestern University School of Law 1993 — 1996
JD, Law
Pace University - Lubin School of Business 1989 — 1993
BBA, Business
David Skoda David Skoda's Park Avenue Securities Experience January 2015 - Present
Job Business Development Manager at Park Avenue Securities
Industry Financial Services
Experience
Park Avenue Securities January 2015 - Present
Guardian Life September 2012 - Present
Park Avenue Securities September 2012 - January 2015
Morgan Stanley Smith Barney October 2009 - September 2012
E*Trade Clearing, LLC September 2006 - May 2008
Skills
Risk Management, Management, Banking, Salesforce.com, Portfolio Management, Investments, Financial Services, Securities, Mutual Funds, Operations Management, Call Centers, Accounting, Credit, Sales, Trading, Customer Service, Employee Benefits, Time Management, Internal Audit, Financial Advisory
Education
University of Economics, Prague 1984 — 1988
Bachelor's, Finance
University of Economics, Prague
Bachelor's degree, Finance and Financial Management Services
Park Avenue Securities January 2015 - Present
Guardian Life September 2012 - Present
Park Avenue Securities September 2012 - January 2015
Morgan Stanley Smith Barney October 2009 - September 2012
E*Trade Clearing, LLC September 2006 - May 2008
Skills
Risk Management, Management, Banking, Salesforce.com, Portfolio Management, Investments, Financial Services, Securities, Mutual Funds, Operations Management, Call Centers, Accounting, Credit, Sales, Trading, Customer Service, Employee Benefits, Time Management, Internal Audit, Financial Advisory
Education
University of Economics, Prague 1984 — 1988
Bachelor's, Finance
University of Economics, Prague
Bachelor's degree, Finance and Financial Management Services
Nick Dragisic Nick Dragisic's Park Avenue Securities Experience February 2015 - September 2015
Job MBA Candidate at NYU Stern School of Business
Industry Higher Education
Experience
Park Avenue Securities February 2015 - September 2015
Bessemer Trust June 2012 - February 2015
Skills
Investments, Capital Markets, Financial Analysis, Business Strategy, Valuation, Financial Modeling, Mergers & Acquisitions, Corporate Finance, Business Development, Corporate Development, Due Diligence, Risk Management, A&R, Songwriting, Investment Management, Music Supervision, Trading, Derivatives, Equities, Mutual Funds, Fixed Income, Commodity Pools, Production, Bloomberg Terminal, FactSet, Composition, Leadership, Teamwork, Entrepreneurship, Nonprofits, Creative Strategy, New Business Development
Education
New York University - Leonard N. Stern School of Business 2015 — 2017
Master of Business Administration (MBA)
New York University 2007 — 2010
B.M., Music Business
Park Avenue Securities February 2015 - September 2015
Bessemer Trust June 2012 - February 2015
Skills
Investments, Capital Markets, Financial Analysis, Business Strategy, Valuation, Financial Modeling, Mergers & Acquisitions, Corporate Finance, Business Development, Corporate Development, Due Diligence, Risk Management, A&R, Songwriting, Investment Management, Music Supervision, Trading, Derivatives, Equities, Mutual Funds, Fixed Income, Commodity Pools, Production, Bloomberg Terminal, FactSet, Composition, Leadership, Teamwork, Entrepreneurship, Nonprofits, Creative Strategy, New Business Development
Education
New York University - Leonard N. Stern School of Business 2015 — 2017
Master of Business Administration (MBA)
New York University 2007 — 2010
B.M., Music Business
Alexander Bortone Alexander Bortone's Park Avenue Securities Experience August 2012 - November 2012
Job Director of Sales & Marketing at CD's of Pensacola Inc.
Industry Restaurants
Experience
CD's of Pensacola Inc. December 2006 - Present
Park Avenue Securities August 2012 - November 2012
Aeropostale October 2005 - November 2006
Scenic 90 Cafe May 2005 - August 2005
Skills
Customer Service, Event Planning, Time Management, Inventory Management, PowerPoint, Sales, Microsoft Office, Retail, Microsoft Word, Social Networking, Marketing, Microsoft Excel, Leadership, Facebook, Training
Education
University of West Florida 2009 — 2013
Bachelor's degree, Hospitality Administration/Management
Pensacola Junior College 2007 — 2009
Associate's degree, Business Administration and Management, General
CD's of Pensacola Inc. December 2006 - Present
Park Avenue Securities August 2012 - November 2012
Aeropostale October 2005 - November 2006
Scenic 90 Cafe May 2005 - August 2005
Skills
Customer Service, Event Planning, Time Management, Inventory Management, PowerPoint, Sales, Microsoft Office, Retail, Microsoft Word, Social Networking, Marketing, Microsoft Excel, Leadership, Facebook, Training
Education
University of West Florida 2009 — 2013
Bachelor's degree, Hospitality Administration/Management
Pensacola Junior College 2007 — 2009
Associate's degree, Business Administration and Management, General
Richard Piazza Richard Piazza's Park Avenue Securities Experience January 2015 - Present
Job Business Development | Park Avenue Securities LLC | Guardian Life Insurance Company of America
Industry Investment Management
Experience
Park Avenue Securities January 2015 - Present
Park Avenue Securities January 2014 - January 2015
Morgan Stanley Smith Barney May 2013 - January 2014
Harbor Drive Asset Managment January 2007 - July 2012
CRT Capital Group February 2002 - January 2007
Pershing May 2000 - February 2002
Skills
Equities, Equity Trading, Bloomberg, Hedge Funds, Proprietary Trading, Investments, Trading, Derivatives, Options, Series 7, Fixed Income, Risk Management, Bonds, Series 63, FINRA, Alternative Investments, Electronic Trading, Securities, Trading Systems, Capital Markets, Financial Markets, Portfolio Management, FX Options, Prime Brokerage
Education
Binghamton University 1995 — 2000
BA, Finance & economics
Park Avenue Securities January 2015 - Present
Park Avenue Securities January 2014 - January 2015
Morgan Stanley Smith Barney May 2013 - January 2014
Harbor Drive Asset Managment January 2007 - July 2012
CRT Capital Group February 2002 - January 2007
Pershing May 2000 - February 2002
Skills
Equities, Equity Trading, Bloomberg, Hedge Funds, Proprietary Trading, Investments, Trading, Derivatives, Options, Series 7, Fixed Income, Risk Management, Bonds, Series 63, FINRA, Alternative Investments, Electronic Trading, Securities, Trading Systems, Capital Markets, Financial Markets, Portfolio Management, FX Options, Prime Brokerage
Education
Binghamton University 1995 — 2000
BA, Finance & economics
Maria Stahl Maria Stahl's Park Avenue Securities Experience April 2002 - July 2003
Job Bus Operations Training Adminstrator at Utah Transit Authority
Industry Professional Training & Coaching
Experience
Utah Transit Authority (UTA) February 2014 - Present
Guardian Life In July 2005 - November 2013
Guardian Life July 2003 - July 2005
Park Avenue Securities April 2002 - July 2003
Kelly Services June 2001 - December 2001
C.R England Inc February 2000 - May 2001
Skills
Marketing, Sales, Customer Service, Microsoft Office, Contract Management, Travel Arrangements, Teleconferencing, Training, Time Management, Collaboration, Hiring Practices, Project Management, Recruiting, Event Planning, Public Speaking, Team Building, CRM, Insurance, Onboarding, Strategic Communications, Budgets, Management, Leadership, Strategy
Education
The University of Montana 1994 — 1998
Fine Arts, Music
BLUE MOUNTAIN COMMUNITY COLLEGE 1993 — 1994
Associate of Fine Arts, Fine Arts
Chemeketa Community College 1991 — 1993
Fine Arts
Utah Transit Authority (UTA) February 2014 - Present
Guardian Life In July 2005 - November 2013
Guardian Life July 2003 - July 2005
Park Avenue Securities April 2002 - July 2003
Kelly Services June 2001 - December 2001
C.R England Inc February 2000 - May 2001
Skills
Marketing, Sales, Customer Service, Microsoft Office, Contract Management, Travel Arrangements, Teleconferencing, Training, Time Management, Collaboration, Hiring Practices, Project Management, Recruiting, Event Planning, Public Speaking, Team Building, CRM, Insurance, Onboarding, Strategic Communications, Budgets, Management, Leadership, Strategy
Education
The University of Montana 1994 — 1998
Fine Arts, Music
BLUE MOUNTAIN COMMUNITY COLLEGE 1993 — 1994
Associate of Fine Arts, Fine Arts
Chemeketa Community College 1991 — 1993
Fine Arts
Shawn Hsieh, CFP®'s Park Avenue Securities Experience May 2010 - October 2012
Job Investment Advisor at MullinTBG Advisors
Industry Financial Services
Experience
MullinTBG, a Prudential Financial company October 2012 - Present
Park Avenue Securities May 2010 - October 2012
Northwestern Mutual January 2009 - May 2010
SBPE Realty November 2007 - January 2009
Lincoln Travel February 2007 - January 2009
Skills
Equity Research Analysis, Investment Management, Investment Strategies, Mutual Funds, Bonds, Equities, ETFs, Real Estate Broker, Series 7, Series 66, Certified Financial..., Finance, Investments, Retirement Planning, Securities, Microsoft Excel
Education
UCLA Anderson School of Management 2014 — 2017
Master of Business Administration (MBA), Fully Employed Program
California State University-Long Beach 2004 — 2008
Bachelor of Science (BS), Finance
MullinTBG, a Prudential Financial company October 2012 - Present
Park Avenue Securities May 2010 - October 2012
Northwestern Mutual January 2009 - May 2010
SBPE Realty November 2007 - January 2009
Lincoln Travel February 2007 - January 2009
Skills
Equity Research Analysis, Investment Management, Investment Strategies, Mutual Funds, Bonds, Equities, ETFs, Real Estate Broker, Series 7, Series 66, Certified Financial..., Finance, Investments, Retirement Planning, Securities, Microsoft Excel
Education
UCLA Anderson School of Management 2014 — 2017
Master of Business Administration (MBA), Fully Employed Program
California State University-Long Beach 2004 — 2008
Bachelor of Science (BS), Finance
James Ogborn, III James Ogborn, III's Park Avenue Securities Experience March 2011 - November 2011
Job Associate Director at Transamerica Agency Network
Industry Financial Services
Experience
Transamerica November 2012 - Present
UniFirst Corporation October 2011 - November 2012
Park Avenue Securities March 2011 - November 2011
MetLife March 2007 - May 2011
Noland Company January 2001 - March 2007
Skills
Sales, Marketing, Leadership, Small Business, Life Insurance, Investments, Insurance, Mutual Funds, Variable Annuities, Equity Indexed Annuities, Fixed Annuities, International Business, Project Planning, Strategic Financial..., Health Insurance, Employee Benefits, Business Planning, New Business Development, Indexed Annuities, Charitable Giving, Charitable Gift..., Retirement Planning, Term Life Insurance, Disability Insurance, Financial Services, Retirement, Long-term Care
Education
Strayer University (VA) 2005 — 2008
Bachelor's degree, International Business, Summa Cum Laude
Strayer University (VA) 2002 — 2005
Associate of Arts (A.A.), Marketing, Magna Cum Laude
Transamerica November 2012 - Present
UniFirst Corporation October 2011 - November 2012
Park Avenue Securities March 2011 - November 2011
MetLife March 2007 - May 2011
Noland Company January 2001 - March 2007
Skills
Sales, Marketing, Leadership, Small Business, Life Insurance, Investments, Insurance, Mutual Funds, Variable Annuities, Equity Indexed Annuities, Fixed Annuities, International Business, Project Planning, Strategic Financial..., Health Insurance, Employee Benefits, Business Planning, New Business Development, Indexed Annuities, Charitable Giving, Charitable Gift..., Retirement Planning, Term Life Insurance, Disability Insurance, Financial Services, Retirement, Long-term Care
Education
Strayer University (VA) 2005 — 2008
Bachelor's degree, International Business, Summa Cum Laude
Strayer University (VA) 2002 — 2005
Associate of Arts (A.A.), Marketing, Magna Cum Laude
Christopher L. Brown Christopher L. Brown's Park Avenue Securities Experience August 2010 - March 2013
Job Financial Services Professional helping clients create, build and preserve wealth.
Industry Financial Services
Experience
NYLIFE Securities LLC March 2015 - Present
New York Life Insurance Company March 2015 - Present
Park Avenue Securities August 2010 - March 2013
TD Wealth Management February 2010 - June 2010
E-Trade Financial May 2008 - July 2009
AXA Advisors September 2006 - September 2007
Merrill Lynch & Co., Inc April 2002 - August 2006
Mellon Investor Services November 1997 - August 2001
D.H. Blair & Co. Inc March 1996 - September 1997
Skills
Tactical Asset..., Mutual Funds, Equities, Asset Allocation, Securities, Portfolio Management, Financial Advisory, Options, Investments, Trading
Education
Baruch College, City University of New York 1993 — 1995
BBA, Finance
Morehouse College
NYLIFE Securities LLC March 2015 - Present
New York Life Insurance Company March 2015 - Present
Park Avenue Securities August 2010 - March 2013
TD Wealth Management February 2010 - June 2010
E-Trade Financial May 2008 - July 2009
AXA Advisors September 2006 - September 2007
Merrill Lynch & Co., Inc April 2002 - August 2006
Mellon Investor Services November 1997 - August 2001
D.H. Blair & Co. Inc March 1996 - September 1997
Skills
Tactical Asset..., Mutual Funds, Equities, Asset Allocation, Securities, Portfolio Management, Financial Advisory, Options, Investments, Trading
Education
Baruch College, City University of New York 1993 — 1995
BBA, Finance
Morehouse College
Darice Gonzalez, CPA Darice Gonzalez, CPA's Park Avenue Securities Experience June 2010 - July 2014
Job Chief Financial Officer/School Business Administrator/Board Secretary at Newark Legacy Charter School
Industry Financial Services
Experience
Newark Legacy Charter School February 2012 - Present
Park Avenue Securities June 2010 - July 2014
MetLife November 2008 - June 2010
Cathedral International, Inc. August 2003 - August 2008
NexMed, Inc. January 2000 - November 2002
Johnson & Johnson Family of Companies January 1999 - January 2000
East Harlem Council for Community Improvement, Inc March 1993 - October 1998
Skills
Leadership, Finance, Public Speaking, Strategic Planning, Management, Financial Planning, Budgets, Internal Controls, Financial Reporting, Auditing, Payroll, Strategy, Financial Analysis, Nonprofits
Education
Syracuse University - Martin J. Whitman School of Management
BS, Accounting
Syracuse University - Martin J. Whitman School of Management
BS Accounting, Accounting
Newark Legacy Charter School February 2012 - Present
Park Avenue Securities June 2010 - July 2014
MetLife November 2008 - June 2010
Cathedral International, Inc. August 2003 - August 2008
NexMed, Inc. January 2000 - November 2002
Johnson & Johnson Family of Companies January 1999 - January 2000
East Harlem Council for Community Improvement, Inc March 1993 - October 1998
Skills
Leadership, Finance, Public Speaking, Strategic Planning, Management, Financial Planning, Budgets, Internal Controls, Financial Reporting, Auditing, Payroll, Strategy, Financial Analysis, Nonprofits
Education
Syracuse University - Martin J. Whitman School of Management
BS, Accounting
Syracuse University - Martin J. Whitman School of Management
BS Accounting, Accounting
John Montero John Montero's Park Avenue Securities Experience April 2009 - August 2014
Job Surveillance Analyst, Oppenheimer & Co
Industry Financial Services
Experience
Oppenheimer & Co. Inc. August 2015 - Present
Guardian Life August 2014 - July 2015
Park Avenue Securities April 2009 - August 2014
Citi April 2007 - April 2009
Skills
Securities, Series 7, Mutual Funds, Equities, Investments, Estate Planning, Series 24, Series 63, MBA, Uniform Combined State..., Investment Management, Series 65, Alternative Investments, Investment Advisory, Risk Management, Wealth Management
Education
Hunter College
Bachelor's degree, Economics
Saint John's University
Master of Business Administration (MBA), Finance, General
Oppenheimer & Co. Inc. August 2015 - Present
Guardian Life August 2014 - July 2015
Park Avenue Securities April 2009 - August 2014
Citi April 2007 - April 2009
Skills
Securities, Series 7, Mutual Funds, Equities, Investments, Estate Planning, Series 24, Series 63, MBA, Uniform Combined State..., Investment Management, Series 65, Alternative Investments, Investment Advisory, Risk Management, Wealth Management
Education
Hunter College
Bachelor's degree, Economics
Saint John's University
Master of Business Administration (MBA), Finance, General
Chad Rumble's Park Avenue Securities Experience April 2013 - May 2014
Job CoFounder at B.U.I.L.D. (Brothers United to Inspire Lifestyle Development)
Industry Marketing and Advertising
Experience
B.U.I.L.D. (Brothers United to Inspire Lifestyle Development) May 2014 - Present
Park Avenue Securities April 2013 - May 2014
Omit Apparel/Lifted Research Group Inc. July 2012 - October 2012
24 Karat Showroom June 2011 - April 2012
The Foundation Showroom December 2010 - May 2011
BPMW Agency August 2010 - November 2010
Moody's Investors Service July 2009 - January 2010
MassMutual Financial Group November 2008 - March 2009
Skills
Marketing, Social Media, Blogging, Fashion, Merchandising, Retail, Sales, Customer Service, Management, Trade Shows, Brand Management, Social Media Marketing, Recruiting, Marketing Strategy, Microsoft Office, Microsoft Excel, Event Planning, Social Networking, PowerPoint, Public Relations, Creative Direction, Time Management, Advertising, Marketing Communications, Facebook, Apparel, Brand Development, Visual Merchandising, New Business Development, Sales Management, Online Advertising, Sales Operations, Event Management, Online Marketing, Market Research, Graphic Design, Human Resources, Leadership, Trend Analysis, Email Marketing, Product Development, Marketing Research, Press Releases, Direct Marketing, Digital Marketing, Microsoft Word
Education
Temple University - Fox School of Business and Management 2004 — 2008
B.A., Business
The High School of Commerce 2000 — 2004
High School Diploma, Business
B.U.I.L.D. (Brothers United to Inspire Lifestyle Development) May 2014 - Present
Park Avenue Securities April 2013 - May 2014
Omit Apparel/Lifted Research Group Inc. July 2012 - October 2012
24 Karat Showroom June 2011 - April 2012
The Foundation Showroom December 2010 - May 2011
BPMW Agency August 2010 - November 2010
Moody's Investors Service July 2009 - January 2010
MassMutual Financial Group November 2008 - March 2009
Skills
Marketing, Social Media, Blogging, Fashion, Merchandising, Retail, Sales, Customer Service, Management, Trade Shows, Brand Management, Social Media Marketing, Recruiting, Marketing Strategy, Microsoft Office, Microsoft Excel, Event Planning, Social Networking, PowerPoint, Public Relations, Creative Direction, Time Management, Advertising, Marketing Communications, Facebook, Apparel, Brand Development, Visual Merchandising, New Business Development, Sales Management, Online Advertising, Sales Operations, Event Management, Online Marketing, Market Research, Graphic Design, Human Resources, Leadership, Trend Analysis, Email Marketing, Product Development, Marketing Research, Press Releases, Direct Marketing, Digital Marketing, Microsoft Word
Education
Temple University - Fox School of Business and Management 2004 — 2008
B.A., Business
The High School of Commerce 2000 — 2004
High School Diploma, Business
Mark Manginelli Mark Manginelli's Park Avenue Securities Experience October 2011 - February 2013
Job Vice President, Private Wealth Advisor
Industry Financial Services
Experience
Gladstone Wealth Group July 2014 - Present
BNI Hawks November 2013 - Present
Fountainhead Capital Management - RIA February 2013 - July 2014
International Planning Alliance October 2011 - February 2013
Park Avenue Securities October 2011 - February 2013
David Lerner Associates, inc. December 2010 - October 2011
Wells Fargo Financial February 2009 - December 2010
Skills
Retirement Planning, Investments, Fixed Annuities, Estate Planning, Series 7, Finance, Disability Insurance, Financial Advisory, Financial Services, Life Insurance, Leadership, Management, Wealth, Securities, Sales, Insurance, Portfolio Management, Equities, Mutual Funds, Risk Management, Retirement, Accident, Deferred Compensation, Series 63, Asset Management, Succession Planning, Pensions, Investment Strategies, Wealth Accumulation, IRAs, Employee Benefits, Mortgage Lending, 401k, Financial Planners, Long-term Care, Strategic Financial..., Annuities, Asset Managment, Business Planning, Small Business, Asset Allocation, Investment Advisory, Health Insurance, Term Life Insurance, Wealth Management, Financial Risk, CRM, Investment Management, Entrepreneurship, Fixed Income
Education
Ramapo College of New Jersey 2004 — 2008
B.S., Business Management, Finance
Red Bank Regional
Gladstone Wealth Group July 2014 - Present
BNI Hawks November 2013 - Present
Fountainhead Capital Management - RIA February 2013 - July 2014
International Planning Alliance October 2011 - February 2013
Park Avenue Securities October 2011 - February 2013
David Lerner Associates, inc. December 2010 - October 2011
Wells Fargo Financial February 2009 - December 2010
Skills
Retirement Planning, Investments, Fixed Annuities, Estate Planning, Series 7, Finance, Disability Insurance, Financial Advisory, Financial Services, Life Insurance, Leadership, Management, Wealth, Securities, Sales, Insurance, Portfolio Management, Equities, Mutual Funds, Risk Management, Retirement, Accident, Deferred Compensation, Series 63, Asset Management, Succession Planning, Pensions, Investment Strategies, Wealth Accumulation, IRAs, Employee Benefits, Mortgage Lending, 401k, Financial Planners, Long-term Care, Strategic Financial..., Annuities, Asset Managment, Business Planning, Small Business, Asset Allocation, Investment Advisory, Health Insurance, Term Life Insurance, Wealth Management, Financial Risk, CRM, Investment Management, Entrepreneurship, Fixed Income
Education
Ramapo College of New Jersey 2004 — 2008
B.S., Business Management, Finance
Red Bank Regional
Maura Wickham-McInnes's Park Avenue Securities Experience August 2006 - August 2008
Job Data Integrity Specialist
Industry Information Technology and Services
Experience
Analyst known to deliver timely, relevant, actionable useful reporting. January 2015 - Present
Park Avenue Securities, Broker Dealer for Guardian Life August 2008 - December 2014
Park Avenue Securities August 2006 - August 2008
Sumitomo Corporation of America March 2003 - July 2006
Starpoint Solutions formerly TIS July 2000 - March 2001
MVP Consulting 1992 - 2000
Skills
Lotus Notes, Access, Human Resources, Microsoft Excel, Budgets, Training, Process Improvement, Microsoft Office, Customer Service, Software Documentation, Project Management, Time Management, Vendor Management, Analysis, Management, Visio, Business Analysis
Education
Bishop Kearney 1980 — 1984
Katharine Gibbs School 1980 — 1984
RightManagement
Analyst known to deliver timely, relevant, actionable useful reporting. January 2015 - Present
Park Avenue Securities, Broker Dealer for Guardian Life August 2008 - December 2014
Park Avenue Securities August 2006 - August 2008
Sumitomo Corporation of America March 2003 - July 2006
Starpoint Solutions formerly TIS July 2000 - March 2001
MVP Consulting 1992 - 2000
Skills
Lotus Notes, Access, Human Resources, Microsoft Excel, Budgets, Training, Process Improvement, Microsoft Office, Customer Service, Software Documentation, Project Management, Time Management, Vendor Management, Analysis, Management, Visio, Business Analysis
Education
Bishop Kearney 1980 — 1984
Katharine Gibbs School 1980 — 1984
RightManagement
Stanley R. Ware Stanley R. Ware's Park Avenue Securities Experience February 2001 - January 2006
Job Citi Corporate Actions Senior Anaylst
Industry Insurance
Experience
Citi November 2006 - Present
Park Avenue Securities February 2001 - January 2006
Education
Colorado Technical University-Online 2010 — 2012
Associate of Arts (AA), General Studies
Iona College 1995 — 1999
Bachelor's degree, Accounting
Citi November 2006 - Present
Park Avenue Securities February 2001 - January 2006
Education
Colorado Technical University-Online 2010 — 2012
Associate of Arts (AA), General Studies
Iona College 1995 — 1999
Bachelor's degree, Accounting
Brandon Zemlock's Park Avenue Securities Experience September 2013 - September 2014
Job Key Account Executive at Carr Business Systems / A Xerox Co.
Industry Financial Services
Experience
Carr Business Systems / A Xerox Co. February 2015 - Present
Yodle October 2014 - January 2015
Park Avenue Securities September 2013 - September 2014
FactSet Research Systems 2012 - 2012
Sheraton Philadelphia University City Hotel April 2010 - September 2010
Skills
Time Management, Microsoft Word, Microsoft Excel, PowerPoint, Software Development, Social Networking, Social Marketing, Social Media, C++, Fixed Income, Equities, Press Releases, Social Media Marketing, Research, Leadership
Education
University of Arizona 2009 — 2013
Bachelor's degree, General Studies
Carr Business Systems / A Xerox Co. February 2015 - Present
Yodle October 2014 - January 2015
Park Avenue Securities September 2013 - September 2014
FactSet Research Systems 2012 - 2012
Sheraton Philadelphia University City Hotel April 2010 - September 2010
Skills
Time Management, Microsoft Word, Microsoft Excel, PowerPoint, Software Development, Social Networking, Social Marketing, Social Media, C++, Fixed Income, Equities, Press Releases, Social Media Marketing, Research, Leadership
Education
University of Arizona 2009 — 2013
Bachelor's degree, General Studies
Lance Orr Lance Orr's Park Avenue Securities Experience 2002 - Present
Job Registered Representative
Industry Financial Services
Experience
Park Avenue Securities 2002 - Present
Skills
Retirement Planning, Securities, Investments, Strategic Financial..., Risk Management, 401k, Financial Analysis, Insurance, Finance, Financial Modeling, Portfolio Management, Small Business, Life Insurance, Mutual Funds, Wealth Management
Education
Brigham Young University 1989 — 1993
Masters, Accounting
Park Avenue Securities 2002 - Present
Skills
Retirement Planning, Securities, Investments, Strategic Financial..., Risk Management, 401k, Financial Analysis, Insurance, Finance, Financial Modeling, Portfolio Management, Small Business, Life Insurance, Mutual Funds, Wealth Management
Education
Brigham Young University 1989 — 1993
Masters, Accounting
William LeClair William LeClair's Park Avenue Securities Experience May 2002 - July 2012
Job President / Founder at Bay Pointe Wealth Managment
Industry Financial Services
Experience
Bay Pointe Wealth Management July 2012 - Present
Park Avenue Securities May 2002 - July 2012
Skills
Retirement Planning, Financial Needs Analysis, Wealth Accumulation, Asset Allocation, Long Term Care Insurance, Life Insurance, Disability Income...
Education
Saint Anselm College 1993 — 1997
BA
Bay Pointe Wealth Management July 2012 - Present
Park Avenue Securities May 2002 - July 2012
Skills
Retirement Planning, Financial Needs Analysis, Wealth Accumulation, Asset Allocation, Long Term Care Insurance, Life Insurance, Disability Income...
Education
Saint Anselm College 1993 — 1997
BA
Sandra Ng Cassidy Sandra Ng Cassidy's Park Avenue Securities Experience 1999 - 2008
Job Board Member at National Association of Women Lawyers
Industry Financial Services
Experience
National Association of Women Lawyers July 2014 - Present
Prudential Financial 2008 - April 2014
Guardian Life Insurance 1999 - 2008
Park Avenue Securities 1999 - 2008
Gruntal & Co., LLC 1997 - 1999
US Securities & Exchange Commission September 1992 - December 1996
Skills
Securities Regulation, Financial Services, Securities, FINRA, Hedge Funds, Capital Markets, Corporate Governance, Investment Advisory, Mutual Funds, Corporate Law, Broker-Dealer, Legal Compliance, Legal Research, Litigation, Insurance, Investments, Insurance Law, Due Diligence, ERISA, Mediation, Joint Ventures, Financial Regulation, Mergers & Acquisitions, Equities, FCPA, Licensing, Privacy Law, Series 7, Litigation Management, Employment Law, Series 24, OFAC, Arbitration, Alternative Investments, Risk Management, AML, Commercial Litigation, Private Equity, Asset Management, SEC
Education
Cornell University
The George Washington University Law School
JD
National Association of Women Lawyers July 2014 - Present
Prudential Financial 2008 - April 2014
Guardian Life Insurance 1999 - 2008
Park Avenue Securities 1999 - 2008
Gruntal & Co., LLC 1997 - 1999
US Securities & Exchange Commission September 1992 - December 1996
Skills
Securities Regulation, Financial Services, Securities, FINRA, Hedge Funds, Capital Markets, Corporate Governance, Investment Advisory, Mutual Funds, Corporate Law, Broker-Dealer, Legal Compliance, Legal Research, Litigation, Insurance, Investments, Insurance Law, Due Diligence, ERISA, Mediation, Joint Ventures, Financial Regulation, Mergers & Acquisitions, Equities, FCPA, Licensing, Privacy Law, Series 7, Litigation Management, Employment Law, Series 24, OFAC, Arbitration, Alternative Investments, Risk Management, AML, Commercial Litigation, Private Equity, Asset Management, SEC
Education
Cornell University
The George Washington University Law School
JD
Kumar Sanehi Kumar Sanehi's Park Avenue Securities Experience July 2011 - Present
Job Compliance
Industry Financial Services
Experience
Park Avenue Securities July 2011 - Present
The Bank of New York Mellon November 2007 - July 2011
Skills
Auditing, Series 4, 7, 24, 66 and..., Securities, Anti Money Laundering, FINRA
Education
Queens College 1991 — 1995
Bachelor's degree, Accounting
Park Avenue Securities July 2011 - Present
The Bank of New York Mellon November 2007 - July 2011
Skills
Auditing, Series 4, 7, 24, 66 and..., Securities, Anti Money Laundering, FINRA
Education
Queens College 1991 — 1995
Bachelor's degree, Accounting
AnnaMaria Samaritis's Park Avenue Securities Experience 2015 - 2015
Job Accountant
Industry Accounting
Experience
Park Avenue Securities 2015 - 2015
Marios Eracleous, EA. January 2011 - June 2012
Greek National Tourism Organization May 2004 - September 2005
Skills
Income Tax, Bookkeeping, Tax Preparation, Tax, Accounting, Corporate Tax, General Ledger, Reconciliation, Financial Reporting, Tax Returns, Small Business..., Payroll, Payroll Taxes, Marketing Strategy, Account Management, Accounts Payable, Accounts Receivable
Education
New York Institute of Technology 2011 — 2013
MBA, Business Administration and Management, General
Queens College 2005 — 2010
Bachelors, Accounting
Park Avenue Securities 2015 - 2015
Marios Eracleous, EA. January 2011 - June 2012
Greek National Tourism Organization May 2004 - September 2005
Skills
Income Tax, Bookkeeping, Tax Preparation, Tax, Accounting, Corporate Tax, General Ledger, Reconciliation, Financial Reporting, Tax Returns, Small Business..., Payroll, Payroll Taxes, Marketing Strategy, Account Management, Accounts Payable, Accounts Receivable
Education
New York Institute of Technology 2011 — 2013
MBA, Business Administration and Management, General
Queens College 2005 — 2010
Bachelors, Accounting
Andy Upchurch's Park Avenue Securities Experience January 2012 - Present
Job Partner at The Medicus Group, Financial Representative at Consolidated Planning, Inc.
Industry Financial Services
Experience
The Medicus Group June 2014 - Present
Park Avenue Securities January 2012 - Present
Consolidated Planning, Inc. January 2012 - Present
MetLife Securities, Inc 2002 - December 2011
MetLife March 2009 - December 2010
MassMutual Financial Group September 1998 - March 2002
Mutual of New York September 1995 - September 1998
Paul Revere Insurance Group May 1992 - September 1995
Education
Hanover College 1988 — 1992
B.A., Business Administration
New Castle High Schol
The Medicus Group June 2014 - Present
Park Avenue Securities January 2012 - Present
Consolidated Planning, Inc. January 2012 - Present
MetLife Securities, Inc 2002 - December 2011
MetLife March 2009 - December 2010
MassMutual Financial Group September 1998 - March 2002
Mutual of New York September 1995 - September 1998
Paul Revere Insurance Group May 1992 - September 1995
Education
Hanover College 1988 — 1992
B.A., Business Administration
New Castle High Schol
Ali Nodrat Ali Nodrat's Park Avenue Securities Experience 1999 - 2010
Job
Industry Computer Networking
Experience
Starpoint Solutions February 2014 - May 2015
Alpha Technologies Inc. August 2013 - February 2014
Derive Technologies March 2012 - August 2013
Ariana Entertainment January 2012 - March 2012
Siemens IT Solutions November 1999 - January 2010
Park Avenue Securities 1999 - 2010
Skills
-Bilingual: English,..., -Adept at operations..., -Effective..., -Able to work in a..., -Great attitude and..., -Highly intelligent..., -Strong written and..., -Able to Analyze and..., -Solid background..., -Strong technical..., Troubleshooting, Active Directory, Servers, Technical Support, Help Desk Support, Data Center, Disaster Recovery, VMware, Network Administration, DNS, IT Management, Blackberry Enterprise..., Citrix, Virtualization, Hardware, ITIL, IT Service Management, VMware ESX, Incident Management, TCP/IP, VMware Infrastructure, vSphere, IT Operations, Network Security
Education
Verizon Tech IT 2015 — 2015
Non-degree, Workday
Polytechnic University 1998 — 2000
MS, Telecommunications & Information Management
Merry College 1996 — 1997
Bachelor's degree, Biology, General
TCI 1994 — 1996
Associate's degree, Industrial Electronics Technology/Technician
Globe Institute of Technology 1992 — 1994
Certificate, Cobol and C++ Programming
Starpoint Solutions February 2014 - May 2015
Alpha Technologies Inc. August 2013 - February 2014
Derive Technologies March 2012 - August 2013
Ariana Entertainment January 2012 - March 2012
Siemens IT Solutions November 1999 - January 2010
Park Avenue Securities 1999 - 2010
Skills
-Bilingual: English,..., -Adept at operations..., -Effective..., -Able to work in a..., -Great attitude and..., -Highly intelligent..., -Strong written and..., -Able to Analyze and..., -Solid background..., -Strong technical..., Troubleshooting, Active Directory, Servers, Technical Support, Help Desk Support, Data Center, Disaster Recovery, VMware, Network Administration, DNS, IT Management, Blackberry Enterprise..., Citrix, Virtualization, Hardware, ITIL, IT Service Management, VMware ESX, Incident Management, TCP/IP, VMware Infrastructure, vSphere, IT Operations, Network Security
Education
Verizon Tech IT 2015 — 2015
Non-degree, Workday
Polytechnic University 1998 — 2000
MS, Telecommunications & Information Management
Merry College 1996 — 1997
Bachelor's degree, Biology, General
TCI 1994 — 1996
Associate's degree, Industrial Electronics Technology/Technician
Globe Institute of Technology 1992 — 1994
Certificate, Cobol and C++ Programming
Marcus Filardi Marcus Filardi's Park Avenue Securities Experience May 2014 - Present
Job Financial Advisor and Business Consultant
Industry Financial Services
Experience
Guardian Life Insurance Company of America - Cen July 2014 - Present
park avenue securities May 2014 - Present
MFC Consulting LLC May 2013 - Present
National Life Group 2013 - Present
Northwestern Mutual September 2013 - June 2014
Brasif June 2010 - April 2013
Brex America LLC March 2008 - June 2010
Maquina de Vendas SA 2007 - 2008
Oi/Telemar 2003 - 2006
Anheuser-Busch InBev August 1995 - October 2001
Skills
Business Planning, New Business Development, Accounting, Financial Analysis, Management, Process Improvement, Strategy, Budgets, Risk Management, Project Planning, Supply Chain, Recruiting, Telecommunications, Finance, Financial Reporting, Business Development, Competitive Analysis, Pricing, CRM, Business Analysis, Business Strategy, Strategic Planning, Leadership, Sales, Negotiation, Investments, Team Leadership, Financial Services, Marketing, Project Management, Financial Planning, Financial Modeling, Business Intelligence
Education
University of San Francisco 2008 — 2009
Master in Supply Chain Management, Logistics, Materials, and Supply Chain Management
Ohio University 2004 — 2004
International Business Management, International Finance
INDG 2000 — 2001
Lean Six Sigma Black Belt, Statistics
Fundação Getulio Vargas / FGV 1997 — 1999
Master of Business Administration (MBA), Accounting and Finance
Universidade Catolica do Salvador 1990 — 1995
Bachelor of Business Administration (BBA), Business Administration and Management, General
Guardian Life Insurance Company of America - Cen July 2014 - Present
park avenue securities May 2014 - Present
MFC Consulting LLC May 2013 - Present
National Life Group 2013 - Present
Northwestern Mutual September 2013 - June 2014
Brasif June 2010 - April 2013
Brex America LLC March 2008 - June 2010
Maquina de Vendas SA 2007 - 2008
Oi/Telemar 2003 - 2006
Anheuser-Busch InBev August 1995 - October 2001
Skills
Business Planning, New Business Development, Accounting, Financial Analysis, Management, Process Improvement, Strategy, Budgets, Risk Management, Project Planning, Supply Chain, Recruiting, Telecommunications, Finance, Financial Reporting, Business Development, Competitive Analysis, Pricing, CRM, Business Analysis, Business Strategy, Strategic Planning, Leadership, Sales, Negotiation, Investments, Team Leadership, Financial Services, Marketing, Project Management, Financial Planning, Financial Modeling, Business Intelligence
Education
University of San Francisco 2008 — 2009
Master in Supply Chain Management, Logistics, Materials, and Supply Chain Management
Ohio University 2004 — 2004
International Business Management, International Finance
INDG 2000 — 2001
Lean Six Sigma Black Belt, Statistics
Fundação Getulio Vargas / FGV 1997 — 1999
Master of Business Administration (MBA), Accounting and Finance
Universidade Catolica do Salvador 1990 — 1995
Bachelor of Business Administration (BBA), Business Administration and Management, General
Nathan Rheinhardt's Park Avenue Securities Experience 2003 - 2007
Job Founder, fedRFP | Providing Expert Advice on Winning Government Contracts
Industry Management Consulting
Experience
fedRFP February 2014 - Present
EMD Strategies November 2010 - Present
INVEST Financial Corporation January 2008 - November 2010
Park Avenue Securities 2003 - 2007
Merrill Lynch 1999 - 2002
Skills
Business Development, Management, Strategic Financial..., Financial Services, Strategy, Strategic Planning, Management Consulting, Executive Management, Investments, Talent Acquisition, Leadership, Series 7, Risk Management, Business Strategy, Sales, Mergers & Acquisitions, Financial Advisory, Retirement Planning, Business Planning, Mutual Funds, Contract Negotiation, Process Improvement, Securities, Analysis, Budgets, Financial Analysis, New Business Development, Business Analysis, Small Business, Change Management, Start-ups, Business Process..., Team Building, Operations Management, Team Leadership, Finance, Financial Modeling, Cross-functional Team..., Asset Management, Investment Advisory, Capture Management, Government Proposals, Property Management, Proposal Writing, Government Contracting, Grants, Federal Procurement, Federal Government..., Business Development...
Education
State University of New York College at Oneonta 1997 — 1999
Binghamton University 1995 — 1998
fedRFP February 2014 - Present
EMD Strategies November 2010 - Present
INVEST Financial Corporation January 2008 - November 2010
Park Avenue Securities 2003 - 2007
Merrill Lynch 1999 - 2002
Skills
Business Development, Management, Strategic Financial..., Financial Services, Strategy, Strategic Planning, Management Consulting, Executive Management, Investments, Talent Acquisition, Leadership, Series 7, Risk Management, Business Strategy, Sales, Mergers & Acquisitions, Financial Advisory, Retirement Planning, Business Planning, Mutual Funds, Contract Negotiation, Process Improvement, Securities, Analysis, Budgets, Financial Analysis, New Business Development, Business Analysis, Small Business, Change Management, Start-ups, Business Process..., Team Building, Operations Management, Team Leadership, Finance, Financial Modeling, Cross-functional Team..., Asset Management, Investment Advisory, Capture Management, Government Proposals, Property Management, Proposal Writing, Government Contracting, Grants, Federal Procurement, Federal Government..., Business Development...
Education
State University of New York College at Oneonta 1997 — 1999
Binghamton University 1995 — 1998
Kathy Chazen, CLU, ChFC.,CLTC's Park Avenue Securities Experience 2001 - Present
Job National Financial Networks LLC
Industry Financial Services
Experience
Guardian Life Insurance Company 2001 - Present
Park Avenue Securities 2001 - Present
National Financial Network, LLC 1982 - Present
Skills
Fixed Annuities, Retirement Planning, Disability Insurance, Investments, Long-term Care, Retirement, Life Insurance, Estate Planning, Securities
Education
University of Wisconsin-Madison 1970 — 1974
The American College
CLU, ChFC, Insurance and Financial Planning
Guardian Life Insurance Company 2001 - Present
Park Avenue Securities 2001 - Present
National Financial Network, LLC 1982 - Present
Skills
Fixed Annuities, Retirement Planning, Disability Insurance, Investments, Long-term Care, Retirement, Life Insurance, Estate Planning, Securities
Education
University of Wisconsin-Madison 1970 — 1974
The American College
CLU, ChFC, Insurance and Financial Planning
Bota Yi's Park Avenue Securities Experience January 2010 - December 2014
Job Financial Services Representative
Industry Financial Services
Experience
Principal Financial Group January 2015 - Present
Yi Financial Services January 2010 - December 2014
Park Avenue Securities January 2010 - December 2014
MassMutual January 2005 - December 2009
Skills
Retirement Planning, Business Continuation..., IRAs, College Funding..., Survivor Income, Estate Planning
Education
University of South Florida 2000 — 2004
Business, Finance
Principal Financial Group January 2015 - Present
Yi Financial Services January 2010 - December 2014
Park Avenue Securities January 2010 - December 2014
MassMutual January 2005 - December 2009
Skills
Retirement Planning, Business Continuation..., IRAs, College Funding..., Survivor Income, Estate Planning
Education
University of South Florida 2000 — 2004
Business, Finance
Ralph Rogers, CAMS's Park Avenue Securities Experience May 2010 - Present
Job AVP, Brokerage Operations at Park Avenue Securities
Industry Financial Services
Experience
Park Avenue Securities May 2010 - Present
Park Avenue Securities July 2004 - May 2010
Wachovia Bank October 2002 - July 2004
AXA Advisors 1997 - 2002
Skills
Fixed Annuities, Series 24, Series 63, Series 7, FINRA, Wealth Management, Uniform Combined State..., Series 65, Retirement Planning, Investments, Disability Insurance, Asset Allocation, Financial Services, Portfolio Management, Series 6, Finance, Retirement, Asset Management, Fixed Income, Securities, Insurance, ETFs, Financial Risk, Investment Advisory, Trading, Equities, Risk Management, Mutual Funds, 401k, Alternative Investments, Strategic Financial..., Life Insurance, Investment Strategies, IRAs, Options, Bonds, Investment Management, Hedge Funds, Financial Advisory, AML, Wealth Management..., Estate Planning, Variable Annuities, Wealth, Financial Planners, Pensions, Equity Trading
Education
Boston College 1990 — 1994
Bachelor of Arts (B.A.), Economics
Park Avenue Securities May 2010 - Present
Park Avenue Securities July 2004 - May 2010
Wachovia Bank October 2002 - July 2004
AXA Advisors 1997 - 2002
Skills
Fixed Annuities, Series 24, Series 63, Series 7, FINRA, Wealth Management, Uniform Combined State..., Series 65, Retirement Planning, Investments, Disability Insurance, Asset Allocation, Financial Services, Portfolio Management, Series 6, Finance, Retirement, Asset Management, Fixed Income, Securities, Insurance, ETFs, Financial Risk, Investment Advisory, Trading, Equities, Risk Management, Mutual Funds, 401k, Alternative Investments, Strategic Financial..., Life Insurance, Investment Strategies, IRAs, Options, Bonds, Investment Management, Hedge Funds, Financial Advisory, AML, Wealth Management..., Estate Planning, Variable Annuities, Wealth, Financial Planners, Pensions, Equity Trading
Education
Boston College 1990 — 1994
Bachelor of Arts (B.A.), Economics
Greg Gammer's Park Avenue Securities Experience October 2012 - July 2013
Job Senior Business Analyst Consultant at INVeSHARE, Inc.
Industry Information Technology and Services
Experience
INVeSHARE, Inc. March 2014 - Present
ForwardThink Group September 2013 - January 2014
Park Avenue Securities October 2012 - July 2013
JPMorgan Chase December 2008 - March 2012
Barclays Bank July 2008 - September 2008
Independent Financial February 2006 - May 2008
Smith Barney February 2004 - April 2006
TIAA-CREF April 1999 - September 2003
Morgan Stanley Smith Barney March 1993 - April 1999
PepsiCo April 1989 - December 1992
Skills
Process Improvement, Leadership, Equities, Mutual Funds, Vendor Management, Project Management, Budgets, Risk Management, Business Analysis, SDLC, Asset Managment, Strategic Planning, Visio, PMP, Business Process..., Quality Assurance, Management, Integration, Databases, Business Requirements, Analysis, Business Process, Software Documentation, Software Development, Program Management, Finance, Securities, Asset Management
Education
Cardinal Spellman
Cardinal Spellman
Fordham University
Bachelor of Science (BS), Computer Science and Quantitative Methods
INVeSHARE, Inc. March 2014 - Present
ForwardThink Group September 2013 - January 2014
Park Avenue Securities October 2012 - July 2013
JPMorgan Chase December 2008 - March 2012
Barclays Bank July 2008 - September 2008
Independent Financial February 2006 - May 2008
Smith Barney February 2004 - April 2006
TIAA-CREF April 1999 - September 2003
Morgan Stanley Smith Barney March 1993 - April 1999
PepsiCo April 1989 - December 1992
Skills
Process Improvement, Leadership, Equities, Mutual Funds, Vendor Management, Project Management, Budgets, Risk Management, Business Analysis, SDLC, Asset Managment, Strategic Planning, Visio, PMP, Business Process..., Quality Assurance, Management, Integration, Databases, Business Requirements, Analysis, Business Process, Software Documentation, Software Development, Program Management, Finance, Securities, Asset Management
Education
Cardinal Spellman
Cardinal Spellman
Fordham University
Bachelor of Science (BS), Computer Science and Quantitative Methods
Angie Welch's Park Avenue Securities Experience October 2010 - July 2012
Job Vice President of Compliance at Barclays Wealth & Investment Management
Industry Financial Services
Experience
Wealth and Investment Management at Barclays July 2012 - Present
Park Avenue Securities October 2010 - July 2012
Eagle Strategies LLC New York Life Insurance Company September 2009 - November 2010
INDEPENDENT FINANCIAL MARKETING GROUP ("IFMG") November 2006 - June 2008
AIG Advisor Group May 2000 - November 2006
AIG Advisor Group January 2000 - January 2003
Lexus of Manhatten January 1999 - January 2000
Skills
Series 7, Securities, Series 63, Mutual Funds, FINRA, Asset Management, Budgets, Finance, Financial Services, Hedge Funds, Investments, Program Management, Project Management, Series 24, Investment Advisory, Management, Risk Management
Education
Essex County College 2008 — 2010
Business Adminsitration
Wealth and Investment Management at Barclays July 2012 - Present
Park Avenue Securities October 2010 - July 2012
Eagle Strategies LLC New York Life Insurance Company September 2009 - November 2010
INDEPENDENT FINANCIAL MARKETING GROUP ("IFMG") November 2006 - June 2008
AIG Advisor Group May 2000 - November 2006
AIG Advisor Group January 2000 - January 2003
Lexus of Manhatten January 1999 - January 2000
Skills
Series 7, Securities, Series 63, Mutual Funds, FINRA, Asset Management, Budgets, Finance, Financial Services, Hedge Funds, Investments, Program Management, Project Management, Series 24, Investment Advisory, Management, Risk Management
Education
Essex County College 2008 — 2010
Business Adminsitration
Mike Ehnow's Park Avenue Securities Experience January 1992 - November 1999
Job Account Manager at Kforce Inc
Industry Staffing and Recruiting
Experience
Kforce Inc September 2015 - Present
McGrath Systems August 2011 - August 2015
Vtrader September 2010 - August 2011
Alphabet Trading/MOG Capital February 2006 - September 2010
Orbit II Partners January 2005 - February 2006
Niche Arbitrage April 2001 - March 2002
CAVU 1998 - 2001
Park Avenue Securities January 1992 - November 1999
Skills
Recruiting, Temporary Placement, Trading, Options, Derivatives, New Business Development, Account Management, Temporary Staffing, Sourcing, Sales, Equities, Salesforce.com, SDLC, Start-ups, Equity Trading, Management, Talent Acquisition, Applicant Tracking..., Technical Recruiting, Cold Calling, Finance, Market Data, Wealth Management, Team Building, Staffing Services, Internet Recruiting, Customer Service, Process Improvement, Screening Resumes, Trading Strategies, College Recruiting, Business Development, Staff Augmentation, Customer Retention, Executive Search, Contract Recruitment, Contract Negotiation, CRM, Consulting, Building Relationships, RPO, Hiring, IT Recruitment, Sales Process, Permanent Placement, Direct Sales, Benefits Negotiation, Leadership, Lead Generation, Onboarding
Education
Chestnut Hill College 1996 — 1997
Economics
Temple University 1992 — 1995
Montgomery County Community College
Marketing
Bishop McDevitt
Bishop McDevitt
Bishop McDevitt
Bishop McDevitt
Our Mother of Consolation
Our Mother of Consolation
Kforce Inc September 2015 - Present
McGrath Systems August 2011 - August 2015
Vtrader September 2010 - August 2011
Alphabet Trading/MOG Capital February 2006 - September 2010
Orbit II Partners January 2005 - February 2006
Niche Arbitrage April 2001 - March 2002
CAVU 1998 - 2001
Park Avenue Securities January 1992 - November 1999
Skills
Recruiting, Temporary Placement, Trading, Options, Derivatives, New Business Development, Account Management, Temporary Staffing, Sourcing, Sales, Equities, Salesforce.com, SDLC, Start-ups, Equity Trading, Management, Talent Acquisition, Applicant Tracking..., Technical Recruiting, Cold Calling, Finance, Market Data, Wealth Management, Team Building, Staffing Services, Internet Recruiting, Customer Service, Process Improvement, Screening Resumes, Trading Strategies, College Recruiting, Business Development, Staff Augmentation, Customer Retention, Executive Search, Contract Recruitment, Contract Negotiation, CRM, Consulting, Building Relationships, RPO, Hiring, IT Recruitment, Sales Process, Permanent Placement, Direct Sales, Benefits Negotiation, Leadership, Lead Generation, Onboarding
Education
Chestnut Hill College 1996 — 1997
Economics
Temple University 1992 — 1995
Montgomery County Community College
Marketing
Bishop McDevitt
Bishop McDevitt
Bishop McDevitt
Bishop McDevitt
Our Mother of Consolation
Our Mother of Consolation
James Landy's Park Avenue Securities Experience 2001 - 2004
Job Senior, Market Surveillance Unit at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company January 2015 - Present
New York Life July 2004 - Present
New York Life Insurance Company July 2004 - March 2009
Park Avenue Securities 2001 - 2004
Skills
Series 7, Compliance, Excel, Word, Outlook, PowerPoint, Budgeting, Customer Service, Access, Lotus Notes, Microsoft Excel, Budgets, Series 63, Securities, FINRA, Risk Management, Mutual Funds, Microsoft Word, Financial Services, Equities, Investments, Insurance, Asset Management, Finance, Retirement Planning, Financial Planning, Wealth Management, Life Insurance, Financial Analysis, Fixed Income, Investment Advisory, Leadership
Education
Manhattan College 1992 — 1996
Bachelor of Science, Finance
Manhattan College 1992 — 1996
Bachelor's degree in Finance
New York Life Insurance Company January 2015 - Present
New York Life July 2004 - Present
New York Life Insurance Company July 2004 - March 2009
Park Avenue Securities 2001 - 2004
Skills
Series 7, Compliance, Excel, Word, Outlook, PowerPoint, Budgeting, Customer Service, Access, Lotus Notes, Microsoft Excel, Budgets, Series 63, Securities, FINRA, Risk Management, Mutual Funds, Microsoft Word, Financial Services, Equities, Investments, Insurance, Asset Management, Finance, Retirement Planning, Financial Planning, Wealth Management, Life Insurance, Financial Analysis, Fixed Income, Investment Advisory, Leadership
Education
Manhattan College 1992 — 1996
Bachelor of Science, Finance
Manhattan College 1992 — 1996
Bachelor's degree in Finance
Ryan Brophy's Park Avenue Securities Experience 1999 - 2005
Job Director at Citi
Industry Financial Services
Experience
Citi July 2005 - Present
Park Avenue Securities 1999 - 2005
Seligman 1996 - 1999
Seligman Data Corp. 1996 - 1999
Pioneer Investments 1995 - 1996
Skills
Series 7, Compliance, Series 24, Series 6, Series 99, Back Office, Due Diligence
Education
College of the Holy Cross 1991 — 1995
Bachelor of Arts (B.A.), History
Citi July 2005 - Present
Park Avenue Securities 1999 - 2005
Seligman 1996 - 1999
Seligman Data Corp. 1996 - 1999
Pioneer Investments 1995 - 1996
Skills
Series 7, Compliance, Series 24, Series 6, Series 99, Back Office, Due Diligence
Education
College of the Holy Cross 1991 — 1995
Bachelor of Arts (B.A.), History
Paula J Storonsky, MBA, PMP, CSM's Park Avenue Securities Experience January 2001 - December 2004
Job Executive Leadership &Project Mangaer Coach/Trainer/Consultant
Industry Management Consulting
Experience
Athena Enterprises Inc October 2000 - Present
Dale Carnegie NYC COE February 2008 - Present
PMI NYC Chapter January 2013 - December 2013
PMI NYC Chapter January 2012 - December 2012
PMI NYC Chapter 2009 - December 2011
Miningham & Oellerich February 2010 - November 2010
Miningham & Oellerich January 2005 - September 2006
Park Avenue Securities January 2001 - December 2004
Park Avenue Securities September 2000 - January 2001
Donaldson, Lufkin & Jenrette 1999 - 2000
Skills
PMP, SDLC, Program Management, Change Management, Leadership, Management, Project Management, Software Documentation, Project Planning, Software Development, Training, Governance, Testing, User Acceptance Testing, Agile Methodologies, Software Project..., Business Process..., Coaching, Cross-functional Team..., Process Improvement
Education
Dale Carnegie NYC Center of Excellance 2008 — 2010
Professional Trainer, Leadership Training for Managers, Core and Corporate Training
Pace University - Lubin School of Business 1990 — 1992
MBA, Managment Information Systems
State University of New York College at Oneonta 1983 — 1985
BA, Business Ecomonic/Accounting
State University of New York College of Agriculture and Technology at Cobleskill 1981 — 1983
AAS, Computer Science
Athena Enterprises Inc October 2000 - Present
Dale Carnegie NYC COE February 2008 - Present
PMI NYC Chapter January 2013 - December 2013
PMI NYC Chapter January 2012 - December 2012
PMI NYC Chapter 2009 - December 2011
Miningham & Oellerich February 2010 - November 2010
Miningham & Oellerich January 2005 - September 2006
Park Avenue Securities January 2001 - December 2004
Park Avenue Securities September 2000 - January 2001
Donaldson, Lufkin & Jenrette 1999 - 2000
Skills
PMP, SDLC, Program Management, Change Management, Leadership, Management, Project Management, Software Documentation, Project Planning, Software Development, Training, Governance, Testing, User Acceptance Testing, Agile Methodologies, Software Project..., Business Process..., Coaching, Cross-functional Team..., Process Improvement
Education
Dale Carnegie NYC Center of Excellance 2008 — 2010
Professional Trainer, Leadership Training for Managers, Core and Corporate Training
Pace University - Lubin School of Business 1990 — 1992
MBA, Managment Information Systems
State University of New York College at Oneonta 1983 — 1985
BA, Business Ecomonic/Accounting
State University of New York College of Agriculture and Technology at Cobleskill 1981 — 1983
AAS, Computer Science
Alfred D'urso's Park Avenue Securities Experience May 2005 - April 2007
Job Deputy CCO / Sr. Compliance Director at AXAEquitable / AXA Distributors LLC
Industry Financial Services
Experience
AXA-Equitable / AXA Distributors LLC August 2011 - Present
Park Avenue Securities LLC April 2007 - August 2011
Park Avenue Securities May 2005 - April 2007
Park Avenue Securities llc November 1999 - May 2005
New York Life / NYLIFE Securities September 1994 - September 1999
NASD February 1988 - September 1994
Skills
FINRA, Securities, Mutual Funds, Insurance, Fixed Annuities, Variable Annuities, Series 7, Investments, AML, KYC, Life Insurance, SEC, Retirement Planning, Series 63, Series 24, Trading, Risk Management, Fixed Income, Investment Advisory, OFAC, Management, Asset Management, Broker-Dealer, Investment Advisers Act, Training, Financial Services, Series 65, Securities Regulation, Uniform Combined State..., USA PATRIOT Act
Education
Dowling College 1978 — 1983
Bachelor of Science (B.S.), Business Administration and Management, General
AXA-Equitable / AXA Distributors LLC August 2011 - Present
Park Avenue Securities LLC April 2007 - August 2011
Park Avenue Securities May 2005 - April 2007
Park Avenue Securities llc November 1999 - May 2005
New York Life / NYLIFE Securities September 1994 - September 1999
NASD February 1988 - September 1994
Skills
FINRA, Securities, Mutual Funds, Insurance, Fixed Annuities, Variable Annuities, Series 7, Investments, AML, KYC, Life Insurance, SEC, Retirement Planning, Series 63, Series 24, Trading, Risk Management, Fixed Income, Investment Advisory, OFAC, Management, Asset Management, Broker-Dealer, Investment Advisers Act, Training, Financial Services, Series 65, Securities Regulation, Uniform Combined State..., USA PATRIOT Act
Education
Dowling College 1978 — 1983
Bachelor of Science (B.S.), Business Administration and Management, General
Lance Orr's Park Avenue Securities Experience June 2002 - Present
Job Registered Representative at Park Avenue Securities
Industry Financial Services
Experience
Park Avenue Securities June 2002 - Present
Education
Brigham Young University 1989 — 1993
Park Avenue Securities June 2002 - Present
Education
Brigham Young University 1989 — 1993
Christopher Browner's Park Avenue Securities Experience April 2008 - September 2010
Job Medical Device Sales Rep at Smith & Nephew
Industry Medical Devices
Experience
Bioventus (formerly Smith & Nephew) September 2011 - Present
Smith & Nephew Orthopaedics September 2010 - September 2011
OKC Happy Hours July 2009 - September 2010
Park Avenue Securities April 2008 - September 2010
Guardian Life Insurance April 2008 - September 2010
CIT Group 2006 - 2008
Skills
Medical Devices, Surgeons, Orthopedic, Surgical Instruments, Marketing Strategy, Cold Calling, Account Management, Insurance, Healthcare, Sales Operations, Customer Service, Sales Process, Direct Sales, Leadership, Sales, Orthopedics
Education
Southwestern Oklahoma State University 2003 — 2005
BA, Mass Communications
Bakersfield College 2001 — 2003
Associates, General Education
Atwater High School 1997 — 2001
Bioventus (formerly Smith & Nephew) September 2011 - Present
Smith & Nephew Orthopaedics September 2010 - September 2011
OKC Happy Hours July 2009 - September 2010
Park Avenue Securities April 2008 - September 2010
Guardian Life Insurance April 2008 - September 2010
CIT Group 2006 - 2008
Skills
Medical Devices, Surgeons, Orthopedic, Surgical Instruments, Marketing Strategy, Cold Calling, Account Management, Insurance, Healthcare, Sales Operations, Customer Service, Sales Process, Direct Sales, Leadership, Sales, Orthopedics
Education
Southwestern Oklahoma State University 2003 — 2005
BA, Mass Communications
Bakersfield College 2001 — 2003
Associates, General Education
Atwater High School 1997 — 2001
Diana Armstrong-Walker's Park Avenue Securities Experience 2001 - 2006
Job SENIOR ASSOCIATE at NEW YORK LIFE INSURANCE COMPANY
Industry Financial Services
Experience
New York Life Insurance Company February 2007 - Present
Park Avenue Securities 2001 - 2006
Royal Alliance Associates 1998 - 2001
Skills
Securities, Financial Services, Investments, Series 7, FINRA, Mutual Funds, Series 24, Wealth Management, Asset Management, Series 63
Education
Touro College Jacob D. Fuchsberg Law Center 2002 — 2006
Baruch College, City University of New York (CUNY) 1998 — 2000
BBA, Operations Management
Alexandra Girls
New York Life Insurance Company February 2007 - Present
Park Avenue Securities 2001 - 2006
Royal Alliance Associates 1998 - 2001
Skills
Securities, Financial Services, Investments, Series 7, FINRA, Mutual Funds, Series 24, Wealth Management, Asset Management, Series 63
Education
Touro College Jacob D. Fuchsberg Law Center 2002 — 2006
Baruch College, City University of New York (CUNY) 1998 — 2000
BBA, Operations Management
Alexandra Girls
Rebecca Hayevy's Park Avenue Securities Experience 2013 - 2015
Job Experienced Manager available for new temporary or permanent opportunity; exploring full and part time options
Industry Financial Services
Experience
Park Avenue Securities 2013 - 2015
Park Avenue Securities 2013 - 2015
Pershing LLC August 2007 - September 2012
PERSHING LLC /BNY MELLON January 1996 - January 2012
PERSHING LLC /BNY MELLON January 2000 - January 2007
Pershing LLC January 1997 - January 2000
Pershing LLC / PC Financial Network January 1996 - January 1997
Skills
Strategic Planning, Blended Learning, Training, Curriculum Development, Performance Management, Project Management, Cross-functional Team..., Resource Allocation, Employee Management, Leadership, Securities, Business Development, Program Management, Series 7, Personnel Management, Strategy, Employee Training, Customer Service, New Hire Training, Coaching Staff, Staff Development, Outstanding..., Communication Skills, Technical Training, Constructive Feedback
Education
Muhlenberg College 1992 — 1996
Bachelor of Arts (BA), economics
Park Avenue Securities 2013 - 2015
Park Avenue Securities 2013 - 2015
Pershing LLC August 2007 - September 2012
PERSHING LLC /BNY MELLON January 1996 - January 2012
PERSHING LLC /BNY MELLON January 2000 - January 2007
Pershing LLC January 1997 - January 2000
Pershing LLC / PC Financial Network January 1996 - January 1997
Skills
Strategic Planning, Blended Learning, Training, Curriculum Development, Performance Management, Project Management, Cross-functional Team..., Resource Allocation, Employee Management, Leadership, Securities, Business Development, Program Management, Series 7, Personnel Management, Strategy, Employee Training, Customer Service, New Hire Training, Coaching Staff, Staff Development, Outstanding..., Communication Skills, Technical Training, Constructive Feedback
Education
Muhlenberg College 1992 — 1996
Bachelor of Arts (BA), economics
James Doran's Park Avenue Securities Experience 1994 - 1998
Job Respiratory Device Sales Representative at Healthcare Solutions (A Lincare Company)
Industry Medical Devices
Experience
Healthcare Solutions (A Lincare Company) September 2012 - Present
Quality Concepts, Inc. August 2011 - September 2012
SOLARIS CAPITAL September 2008 - November 2011
JIMBO’S AMERICAN GRILLE 2006 - 2008
PRIMOHOAGIES Franchise 2004 - 2006
JPMorgan Chase 2003 - 2004
MOMENTUM SECURITIES 2000 - 2003
COHEN, DUFFY, MGOWAN LLC 1998 - 2000
PARK AVENUE SECURITIES 1994 - 1998
PARK AVENUE SECURITIES 1992 - 1994
Skills
Licenses - Held Series...
Education
La Salle University 1988 — 1992
Healthcare Solutions (A Lincare Company) September 2012 - Present
Quality Concepts, Inc. August 2011 - September 2012
SOLARIS CAPITAL September 2008 - November 2011
JIMBO’S AMERICAN GRILLE 2006 - 2008
PRIMOHOAGIES Franchise 2004 - 2006
JPMorgan Chase 2003 - 2004
MOMENTUM SECURITIES 2000 - 2003
COHEN, DUFFY, MGOWAN LLC 1998 - 2000
PARK AVENUE SECURITIES 1994 - 1998
PARK AVENUE SECURITIES 1992 - 1994
Skills
Licenses - Held Series...
Education
La Salle University 1988 — 1992
David Liguori's Park Avenue Securities Experience May 2007 - October 2013
Job VP Sr Project Manager at Citi
Industry Financial Services
Experience
Citi October 2013 - Present
Park Avenue Securities May 2007 - October 2013
Broadridge Financial Solutions January 2006 - April 2007
Park Avenue Securities September 1998 - April 2005
Republic National Bank 1997 - 1998
North Fork Bank January 1994 - May 1997
David Lerner Associates June 1991 - January 1994
Skills
Series 7, Operations Management, Problem Solving, Brokerage, Mutual Funds, Process Improvement, Project Planning, Financial Services, MBA, Broker-Dealer Operations, Series 4, Series 24, Options, Equity Trading, Fixed Income Trading, Alternative Investments, Client Relationship..., Policy/Procedure..., Project Management, Six Sigma, Process Engineering, Scope Management, Business Systems..., Business Requirements, Strategic Planning, Business Analysis, NASD, General Securities..., CRM, Insurance, Risk Management, Fixed Income, Equities, Management, Leadership, Trading, Asset Management, Financial Risk, Wealth Management, Strategic Financial..., Bonds, Series 63, Investment Advisory, Capital Markets, AML, KYC, Banking, Securities, FINRA
Education
Dowling College 1997 — 2000
Master's Degree, Banking and Finance
New York Institute of Technology-Old Westbury 1987 — 1989
Bachelors, Business Mgmt / Hotel / Restaurant
Ward Melville High School 1980 — 1984
Citi October 2013 - Present
Park Avenue Securities May 2007 - October 2013
Broadridge Financial Solutions January 2006 - April 2007
Park Avenue Securities September 1998 - April 2005
Republic National Bank 1997 - 1998
North Fork Bank January 1994 - May 1997
David Lerner Associates June 1991 - January 1994
Skills
Series 7, Operations Management, Problem Solving, Brokerage, Mutual Funds, Process Improvement, Project Planning, Financial Services, MBA, Broker-Dealer Operations, Series 4, Series 24, Options, Equity Trading, Fixed Income Trading, Alternative Investments, Client Relationship..., Policy/Procedure..., Project Management, Six Sigma, Process Engineering, Scope Management, Business Systems..., Business Requirements, Strategic Planning, Business Analysis, NASD, General Securities..., CRM, Insurance, Risk Management, Fixed Income, Equities, Management, Leadership, Trading, Asset Management, Financial Risk, Wealth Management, Strategic Financial..., Bonds, Series 63, Investment Advisory, Capital Markets, AML, KYC, Banking, Securities, FINRA
Education
Dowling College 1997 — 2000
Master's Degree, Banking and Finance
New York Institute of Technology-Old Westbury 1987 — 1989
Bachelors, Business Mgmt / Hotel / Restaurant
Ward Melville High School 1980 — 1984
Laura Papera's Park Avenue Securities Experience February 2004 - January 2009
Job Director of Marketing, Cambridge Investment Research
Industry Financial Services
Experience
Cambridge Investment Research January 2009 - Present
Park Avenue Securities February 2004 - January 2009
Prudential Financial 1987 - 1998
Skills
Retirement Planning, Mutual Funds, Wealth Management, Series 7, Investments, Financial Planning, Financial Advisory, Investment Advisory, Securities, Asset Management
Education
Iowa State University 1980 — 1984
Bachelor of Arts (BA), Broadcast Journalism
Cambridge Investment Research January 2009 - Present
Park Avenue Securities February 2004 - January 2009
Prudential Financial 1987 - 1998
Skills
Retirement Planning, Mutual Funds, Wealth Management, Series 7, Investments, Financial Planning, Financial Advisory, Investment Advisory, Securities, Asset Management
Education
Iowa State University 1980 — 1984
Bachelor of Arts (BA), Broadcast Journalism
Timothy Winters's Park Avenue Securities Experience 1994 - 2002
Job Sales Manager at LifeShield, Inc.
Industry Banking
Experience
LifeShield, Inc. 2011 - Present
Advanta Bank Corp May 2008 - March 2010
Franklin Bank June 2007 - May 2008
JPMorgan Chase 2002 - 2007
GBar Limited 2000 - 2002
Park Avenue Securities 1994 - 2002
Skills
Leadership, Sales, CRM, Sales Management, Mortgage Lending, Management, Team Building, Selling, Credit, Risk Management, Business Development, Negotiation, Customer Retention, Portfolio Management, Sourcing, Loans, Refinance
Education
Temple University 1989 — 1994
Finance, General
LifeShield, Inc. 2011 - Present
Advanta Bank Corp May 2008 - March 2010
Franklin Bank June 2007 - May 2008
JPMorgan Chase 2002 - 2007
GBar Limited 2000 - 2002
Park Avenue Securities 1994 - 2002
Skills
Leadership, Sales, CRM, Sales Management, Mortgage Lending, Management, Team Building, Selling, Credit, Risk Management, Business Development, Negotiation, Customer Retention, Portfolio Management, Sourcing, Loans, Refinance
Education
Temple University 1989 — 1994
Finance, General
Len Cusumano's Park Avenue Securities Experience September 2005 - October 2009
Job Sr. Agency Compliance Mgr. at The Guardian Life Insurance Company of America
Industry Financial Services
Experience
The Guardian Life Insurance Company of America October 2009 - Present
Park Avenue Securities September 2005 - October 2009
Education
Hofstra University 1991 — 1994
The Guardian Life Insurance Company of America October 2009 - Present
Park Avenue Securities September 2005 - October 2009
Education
Hofstra University 1991 — 1994
Eddie Alston's Park Avenue Securities Experience June 2010 - April 2013
Job Experienced Trading Application Support Professional
Industry Banking
Experience
Tools4ever Identity & Access Management March 2014 - Present
Deutsche Bank April 2013 - March 2014
Park Avenue Securities June 2010 - April 2013
Accumedic Computer Systems Inc. June 2009 - June 2010
RBC Capital Markets March 2007 - June 2009
Reuters 2005 - 2006
Complinet 2004 - 2005
Spear Leeds & Kellog April 2003 - October 2003
royalblue financial corporation April 2001 - October 2002
Sanford C. Bernstein 2000 - 2001
Skills
Unix, Fidessa, Electronic Trading, Market Data, Trading Systems, Vendor Management, Trading, Sybase, SDLC, Risk Management, Production Support, Networking, Exchange Connectivity, Equity Trading, Options, Low Latency, Prime Brokerage, Financial Markets, Business Analysis, Equities
Education
John Jay College of Criminal Justice 1992 — 1996
Computer Science
Tools4ever Identity & Access Management March 2014 - Present
Deutsche Bank April 2013 - March 2014
Park Avenue Securities June 2010 - April 2013
Accumedic Computer Systems Inc. June 2009 - June 2010
RBC Capital Markets March 2007 - June 2009
Reuters 2005 - 2006
Complinet 2004 - 2005
Spear Leeds & Kellog April 2003 - October 2003
royalblue financial corporation April 2001 - October 2002
Sanford C. Bernstein 2000 - 2001
Skills
Unix, Fidessa, Electronic Trading, Market Data, Trading Systems, Vendor Management, Trading, Sybase, SDLC, Risk Management, Production Support, Networking, Exchange Connectivity, Equity Trading, Options, Low Latency, Prime Brokerage, Financial Markets, Business Analysis, Equities
Education
John Jay College of Criminal Justice 1992 — 1996
Computer Science
Kris Robb's Park Avenue Securities Experience June 2013 - Present
Job Operations ManagerPark Avenue Securities
Industry Financial Services
Experience
Park Avenue Securities June 2013 - Present
Skills
Strategic Financial...
Education
Ricks College 1974 — 1976
Bullard High School Fresno, CA 1971 — 1974
Park Avenue Securities June 2013 - Present
Skills
Strategic Financial...
Education
Ricks College 1974 — 1976
Bullard High School Fresno, CA 1971 — 1974
LindaSue Shelton's Park Avenue Securities Experience 2004 - Present
Job Owner/Agent at The Shelton Agency Insurance Services
Industry Insurance
Experience
Park Avenue Securities 2004 - Present
Skills
Disability Insurance, Long-term Care, Employee Benefits, Securities, Retirement, Fixed Annuities, Retirement Planning, Life Insurance, Insurance, Health Insurance, Estate Planning, Term Life Insurance, Strategic Planning, 401k, Small Business, Sales
Education
UCSD 1976 — 1977
Religous Studies
University of Arizona
Social Work
Park Avenue Securities 2004 - Present
Skills
Disability Insurance, Long-term Care, Employee Benefits, Securities, Retirement, Fixed Annuities, Retirement Planning, Life Insurance, Insurance, Health Insurance, Estate Planning, Term Life Insurance, Strategic Planning, 401k, Small Business, Sales
Education
UCSD 1976 — 1977
Religous Studies
University of Arizona
Social Work
Pamela Fitzmaurice's Park Avenue Securities Experience August 2015 - Present
Job Director, Learning & Development at Park Avenue Securities
Industry Financial Services
Experience
Park Avenue Securities August 2015 - Present
Park Avenue Securities July 2012 - Present
LPL Financial ( Linsco/Private Ledger ) March 2010 - July 2012
LPL Financial Services January 2008 - March 2010
LPL Financial July 2007 - January 2008
Pershing July 2006 - July 2007
Pershing LLC January 2006 - July 2006
Pershing LLC May 2005 - January 2006
Skills
Project Management, Financial Services, Marketing, Broker/Dealer..., Training, Series 63, Account Management, CRM, Business Development, Change Management, Investments, Customer Service, Management, Mutual Funds, Portfolio Management, Process Improvement, Recruiting, Leadership, Securities, Risk Management, Series 7, Strategy, Team Building, Strategic Planning, Wealth Management
Education
Muhlenberg College 2001 — 2005
Bachelors, Economics and Business Administration
Rye Country Day School 1997 — 2001
Park Avenue Securities August 2015 - Present
Park Avenue Securities July 2012 - Present
LPL Financial ( Linsco/Private Ledger ) March 2010 - July 2012
LPL Financial Services January 2008 - March 2010
LPL Financial July 2007 - January 2008
Pershing July 2006 - July 2007
Pershing LLC January 2006 - July 2006
Pershing LLC May 2005 - January 2006
Skills
Project Management, Financial Services, Marketing, Broker/Dealer..., Training, Series 63, Account Management, CRM, Business Development, Change Management, Investments, Customer Service, Management, Mutual Funds, Portfolio Management, Process Improvement, Recruiting, Leadership, Securities, Risk Management, Series 7, Strategy, Team Building, Strategic Planning, Wealth Management
Education
Muhlenberg College 2001 — 2005
Bachelors, Economics and Business Administration
Rye Country Day School 1997 — 2001
Thomas J. Bellaro's Park Avenue Securities Experience October 2005 - Present
Job Manager IA Compliance
Industry Financial Services
Experience
Park Avenue Securities October 2005 - Present
Park Avenue Securities August 2011 - October 2011
TD Waterhouse February 2005 - October 2005
Park Avenue Securities January 2001 - February 2005
Prudential Securities June 1999 - December 2000
NYSE Regulation July 1998 - May 1999
Skills
Mergers, Investments, Investment Advisory, SEC, Financial Services, Auditing, Securities, Internal Audit, Equities, Capital Markets, Asset Managment, USA PATRIOT Act, Risk Management, Compliance, Asset Management, Series 7, Financial Risk, Mergers & Acquisitions, AML, FINRA, Series 63, Financial Advisory, Mutual Funds
Education
St. John's University, The Peter J. Tobin College of Business 1994 — 1998
BS, Finance
Park Avenue Securities October 2005 - Present
Park Avenue Securities August 2011 - October 2011
TD Waterhouse February 2005 - October 2005
Park Avenue Securities January 2001 - February 2005
Prudential Securities June 1999 - December 2000
NYSE Regulation July 1998 - May 1999
Skills
Mergers, Investments, Investment Advisory, SEC, Financial Services, Auditing, Securities, Internal Audit, Equities, Capital Markets, Asset Managment, USA PATRIOT Act, Risk Management, Compliance, Asset Management, Series 7, Financial Risk, Mergers & Acquisitions, AML, FINRA, Series 63, Financial Advisory, Mutual Funds
Education
St. John's University, The Peter J. Tobin College of Business 1994 — 1998
BS, Finance
Jenner Wilson's Park Avenue Securities Experience June 2012 - February 2013
Job Merchant Development Account Manager at eBay Inc
Industry Internet
Experience
eBay Inc April 2013 - Present
Park Avenue Securities June 2012 - February 2013
The Guardian Life Insurance Company of America September 2011 - February 2013
APX Alarm Security Solutions, Inc. April 2004 - March 2011
Coldwell Banker September 2006 - August 2008
Skills
Managing Employees, Sales Trainings, Sales Management, Call Center, Direct Sales, Insurance, Disability Insurance, Health Insurance, Financial Management, Financial Planning, Spanish, Sales, Strategic Financial..., Account Management, Finance, Investments, Leadership, Life Insurance, Management, Managerial Finance, New Business Development, Real Estate, Small Business, Strategic Planning, Call Centers, Team Building
Education
Brigham Young University 2005 — 2008
Bachelor, Sociology
eBay Inc April 2013 - Present
Park Avenue Securities June 2012 - February 2013
The Guardian Life Insurance Company of America September 2011 - February 2013
APX Alarm Security Solutions, Inc. April 2004 - March 2011
Coldwell Banker September 2006 - August 2008
Skills
Managing Employees, Sales Trainings, Sales Management, Call Center, Direct Sales, Insurance, Disability Insurance, Health Insurance, Financial Management, Financial Planning, Spanish, Sales, Strategic Financial..., Account Management, Finance, Investments, Leadership, Life Insurance, Management, Managerial Finance, New Business Development, Real Estate, Small Business, Strategic Planning, Call Centers, Team Building
Education
Brigham Young University 2005 — 2008
Bachelor, Sociology
Charles Barresi, Jr., CAMS, CHS-II, DABCHS's Park Avenue Securities Experience November 1999 - Present
Job Vice President Compliance at Park Avenue Securities
Industry Financial Services
Experience
Park Avenue Securities November 1999 - Present
Park Avenue Securities November 1999 - Present
Park Avenue Securities November 1999 - Present
Royal Alliance & Associates 1996 - 1999
Prudential Securities 1992 - 1996
Skills
Securities, FINRA, CAMS, Anti Money Laundering, AML, Series 24, Series 63, Series 7, Risk Management, OFAC, Securities Regulation, USA PATRIOT Act, KYC, SEC, Bank Secrecy Act, Financial Services, Asset Management, Sanction, Series 65, Financial Institutions, Investment Advisory, Dodd-Frank, Financial Risk, Hedge Funds, Financial Markets, Options, Fixed Income, Wealth Management, Capital Markets, Fraud, Due Diligence, Operational Risk..., Alternative Investments, Broker-Dealer, Equities, Mutual Funds, Operational Risk, Certified Anti-Money..., FCPA, Financial Regulation, Investment Management, ETFs, Investments, Wealth Management..., Trading, Equity Trading, Uniform Combined State..., Retirement Planning
Education
City University of New York-College of Staten Island
BA, AA, AAS, Economics
Park Avenue Securities November 1999 - Present
Park Avenue Securities November 1999 - Present
Park Avenue Securities November 1999 - Present
Royal Alliance & Associates 1996 - 1999
Prudential Securities 1992 - 1996
Skills
Securities, FINRA, CAMS, Anti Money Laundering, AML, Series 24, Series 63, Series 7, Risk Management, OFAC, Securities Regulation, USA PATRIOT Act, KYC, SEC, Bank Secrecy Act, Financial Services, Asset Management, Sanction, Series 65, Financial Institutions, Investment Advisory, Dodd-Frank, Financial Risk, Hedge Funds, Financial Markets, Options, Fixed Income, Wealth Management, Capital Markets, Fraud, Due Diligence, Operational Risk..., Alternative Investments, Broker-Dealer, Equities, Mutual Funds, Operational Risk, Certified Anti-Money..., FCPA, Financial Regulation, Investment Management, ETFs, Investments, Wealth Management..., Trading, Equity Trading, Uniform Combined State..., Retirement Planning
Education
City University of New York-College of Staten Island
BA, AA, AAS, Economics
Sergio Russell's Park Avenue Securities Experience July 2012 - Present
Job Advisory Operations Specialist at Park Avenue Securities
Industry Financial Services
Experience
Park Avenue Securities July 2012 - Present
Park Avenue Securities August 2008 - July 2012
E*TRADE Financial February 2007 - April 2008
Computershare US June 2005 - February 2007
Fordham Financial Management September 2004 - March 2005
Skills
Equities, Investments, Trading, Mutual Funds, FBSI, CEP, Employee Stock Options, Team Building, Wealth Management, 401k, NFS, ETFs, Financial Advisory, Uniform Combined State..., Streetscape, Securities, Series 7, Series 63, Financial Services, Retirement, Series 24
Education
Kean University 2001 — 2004
B.A., Finance
Park Avenue Securities July 2012 - Present
Park Avenue Securities August 2008 - July 2012
E*TRADE Financial February 2007 - April 2008
Computershare US June 2005 - February 2007
Fordham Financial Management September 2004 - March 2005
Skills
Equities, Investments, Trading, Mutual Funds, FBSI, CEP, Employee Stock Options, Team Building, Wealth Management, 401k, NFS, ETFs, Financial Advisory, Uniform Combined State..., Streetscape, Securities, Series 7, Series 63, Financial Services, Retirement, Series 24
Education
Kean University 2001 — 2004
B.A., Finance
Frank Galdieri's Park Avenue Securities Experience August 2014 - Present
Job National Business Development Officer at Park Avenue Securities
Industry Financial Services
Experience
Park Avenue Securities August 2014 - Present
Morgan Stanley Wealth Management April 2011 - August 2014
Capital Guardian, LLC January 2010 - 2011
UBSFinancial Services, Inc 2006 - 2009
UBS Financial Services, Inc. 2004 - 2006
Smith Barney 2000 - 2004
Smith Barney 1998 - 2000
Smith Barney 1998 - 2000
Merrill Lynch 1993 - 1998
Skills
Series 7, Wealth Management, Investments, Portfolio Management, Strategic Financial..., Series 63, Asset Managment, Alternative Investments, Equities, Mutual Funds, Asset Allocation, Financial Analysis, Business Development, Financial Advisory, Entrepreneurship, Strategy, Asset Management, Coaching, Investment Advisory, Mergers & Acquisitions, Financial Services, Hedge Funds, Leadership, Finance, Strategic Partnerships, Business Planning, Management, Executive Management
Education
Susquehanna University 1984 — 1988
BA, Economics
Delbarton School
Park Avenue Securities August 2014 - Present
Morgan Stanley Wealth Management April 2011 - August 2014
Capital Guardian, LLC January 2010 - 2011
UBSFinancial Services, Inc 2006 - 2009
UBS Financial Services, Inc. 2004 - 2006
Smith Barney 2000 - 2004
Smith Barney 1998 - 2000
Smith Barney 1998 - 2000
Merrill Lynch 1993 - 1998
Skills
Series 7, Wealth Management, Investments, Portfolio Management, Strategic Financial..., Series 63, Asset Managment, Alternative Investments, Equities, Mutual Funds, Asset Allocation, Financial Analysis, Business Development, Financial Advisory, Entrepreneurship, Strategy, Asset Management, Coaching, Investment Advisory, Mergers & Acquisitions, Financial Services, Hedge Funds, Leadership, Finance, Strategic Partnerships, Business Planning, Management, Executive Management
Education
Susquehanna University 1984 — 1988
BA, Economics
Delbarton School
Brett Romine's Park Avenue Securities Experience 2011 - May 2012
Job Digital Media Solutions Representative
Industry Online Media
Experience
VSG inc September 2015 - Present
Missouri Department of Corrections April 2015 - September 2015
Missouri Division of Youth Services May 2013 - April 2015
Park Avenue Securities 2011 - May 2012
Country Financial November 2005 - March 2011
Skills
Disability Insurance, Finance, Fixed Annuities, Insurance, Life Insurance, Retirement, Retirement Planning, Securities, Leadership, Term Life Insurance
Education
Truman State University 1993 — 1997
Bachelor of Science, Justice Systems
VSG inc September 2015 - Present
Missouri Department of Corrections April 2015 - September 2015
Missouri Division of Youth Services May 2013 - April 2015
Park Avenue Securities 2011 - May 2012
Country Financial November 2005 - March 2011
Skills
Disability Insurance, Finance, Fixed Annuities, Insurance, Life Insurance, Retirement, Retirement Planning, Securities, Leadership, Term Life Insurance
Education
Truman State University 1993 — 1997
Bachelor of Science, Justice Systems
Anthony Di Tomasso's Park Avenue Securities Experience June 2001 - April 2004
Job Banking and Capital Markets Analyst at PricewaterhouseCoopers
Industry Financial Services
Experience
PricewaterhouseCoopers November 2010 - Present
Various Firms April 2009 - October 2010
Legg Mason May 2007 - December 2008
Guardian Life Insurance June 2001 - April 2007
Park Avenue Securities June 2001 - April 2004
Credit Suisse June 2000 - May 2001
Skills
Mutual Funds, Hedge Funds, Alternative Investments, Series 7, Fixed Income, Financial Services, Equities, Banking, Asset Management, Finance, Wealth Management
Education
Thunderbird School of Global Management 1997 — 1999
MBA, International Business, Finance
Central Connecticut State University 1986 — 1990
BS, Business Management
PricewaterhouseCoopers November 2010 - Present
Various Firms April 2009 - October 2010
Legg Mason May 2007 - December 2008
Guardian Life Insurance June 2001 - April 2007
Park Avenue Securities June 2001 - April 2004
Credit Suisse June 2000 - May 2001
Skills
Mutual Funds, Hedge Funds, Alternative Investments, Series 7, Fixed Income, Financial Services, Equities, Banking, Asset Management, Finance, Wealth Management
Education
Thunderbird School of Global Management 1997 — 1999
MBA, International Business, Finance
Central Connecticut State University 1986 — 1990
BS, Business Management
Tara Ashby's Park Avenue Securities Experience April 2011 - Present
Job Operations Supervisor at Park Avenue Securities
Industry Financial Services
Experience
Park Avenue Securities April 2011 - Present
MetLife Securities April 2004 - February 2011
NYLIFE Securities 2004 - 2005
NYLife Securities December 1999 - January 2004
Royal Alliance Financial Services June 1998 - December 1999
Prudential Securities December 1996 - June 1998
Skills
Financial Services, Series 7, Mutual Funds, Leadership, Securities, Investments, Risk Management, Equities, Series 63
Education
New Jersey City University 1991 — 1995
BS, Business Administration
St Marys Highschool 1987 — 1991
Park Avenue Securities April 2011 - Present
MetLife Securities April 2004 - February 2011
NYLIFE Securities 2004 - 2005
NYLife Securities December 1999 - January 2004
Royal Alliance Financial Services June 1998 - December 1999
Prudential Securities December 1996 - June 1998
Skills
Financial Services, Series 7, Mutual Funds, Leadership, Securities, Investments, Risk Management, Equities, Series 63
Education
New Jersey City University 1991 — 1995
BS, Business Administration
St Marys Highschool 1987 — 1991
Troy Dobson's Park Avenue Securities Experience June 1989 - August 1998
Job Middle Office Analyst at State Street
Industry Investment Management
Experience
State Street August 2013 - Present
Valley Green Capital, Inc. August 2012 - January 2013
Citadel Investment Group February 2009 - August 2011
Les Bois Trading LLC September 2006 - 2008
Orbit II Partners, LLC January 2004 - January 2006
Van der Moolen Options USA, LLC January 2003 - January 2004
Cohen, Duffy & McGowen, LLP September 1998 - January 2003
Park Avenue Securities June 1989 - August 1998
Skills
Trading, Options, Derivatives, Risk Management, Investments, Portfolio Management, Asset Management, Trading Strategies, Volatility, Proprietary Trading, Arbitrage, Microsoft Office, Excel, Negotiation, Bloomberg, Hedging, Critical Thinking, Complex Problem Solving, Timely Decision Making, Technical Recruiting, Team-oriented, Building Relationships, Communication, Financial Analysis, Strategic Financial..., Securities, Electronic Trading, Equity Trading, ETFs, Hedge Funds, Trading Systems, Equities, Financial Markets
Education
Arcadia University
B.S., Chemistry
State Street August 2013 - Present
Valley Green Capital, Inc. August 2012 - January 2013
Citadel Investment Group February 2009 - August 2011
Les Bois Trading LLC September 2006 - 2008
Orbit II Partners, LLC January 2004 - January 2006
Van der Moolen Options USA, LLC January 2003 - January 2004
Cohen, Duffy & McGowen, LLP September 1998 - January 2003
Park Avenue Securities June 1989 - August 1998
Skills
Trading, Options, Derivatives, Risk Management, Investments, Portfolio Management, Asset Management, Trading Strategies, Volatility, Proprietary Trading, Arbitrage, Microsoft Office, Excel, Negotiation, Bloomberg, Hedging, Critical Thinking, Complex Problem Solving, Timely Decision Making, Technical Recruiting, Team-oriented, Building Relationships, Communication, Financial Analysis, Strategic Financial..., Securities, Electronic Trading, Equity Trading, ETFs, Hedge Funds, Trading Systems, Equities, Financial Markets
Education
Arcadia University
B.S., Chemistry
Michael Fasone, MBA's Park Avenue Securities Experience 2001 - 2005
Job V.P., Institutional Portfolio Manager at WesBanco Trust & Investment Services
Industry Financial Services
Experience
WesBanco June 2013 - Present
Guardian Life Insurance & Park Avenue Securities June 2010 - June 2013
JPMorgan June 2005 - May 2010
Park Avenue Securities 2001 - 2005
American Express Financial Advisors 1999 - 2001
Skills
Series 7, Series 24, Series 63, Series 65, Life, Accident & Health..., Strategic Financial..., Trust Management, Investments, Insurance, Life Insurance, Holistic Financial..., Mutual Funds, Retirement Planning, Fixed Annuities, Securities, Portfolio Management, Asset Allocation, Wealth Management, Financial Planning, Finance, Financial Services
Education
Franklin University
MBA, MBA
Olentangy
WesBanco June 2013 - Present
Guardian Life Insurance & Park Avenue Securities June 2010 - June 2013
JPMorgan June 2005 - May 2010
Park Avenue Securities 2001 - 2005
American Express Financial Advisors 1999 - 2001
Skills
Series 7, Series 24, Series 63, Series 65, Life, Accident & Health..., Strategic Financial..., Trust Management, Investments, Insurance, Life Insurance, Holistic Financial..., Mutual Funds, Retirement Planning, Fixed Annuities, Securities, Portfolio Management, Asset Allocation, Wealth Management, Financial Planning, Finance, Financial Services
Education
Franklin University
MBA, MBA
Olentangy
Shelton Radix's Park Avenue Securities Experience July 2014 - January 2015
Job Client Services FSA and HSA at BNY Mellon
Industry Financial Services
Experience
BNY Mellon November 2014 - Present
Park Avenue Securities July 2014 - January 2015
Merrill Lynch April 2010 - August 2013
Pershing, a BNY Mellon company August 2000 - August 2004
Skills
Customer Service, Strategic Planning, Public Speaking, Team Building, Microsoft Office, netx360, Research, Nonprofits, Leadership Development, Coaching, Actimize, Staff Development, Leadership, Entrepreneurship, Banking
Education
The General Theological Seminary 2004 — 2007
Masters of Divinity, Religious/Sacred Music
Bernard Baruch College 1991 — 1995
Bachelor of Business Administration (BBA), Operations Management and Supervision
Oueen's Royal College 1982 — 1990
Canbridge university "A lever" highschool certificate, Economics and Business studies.
BNY Mellon November 2014 - Present
Park Avenue Securities July 2014 - January 2015
Merrill Lynch April 2010 - August 2013
Pershing, a BNY Mellon company August 2000 - August 2004
Skills
Customer Service, Strategic Planning, Public Speaking, Team Building, Microsoft Office, netx360, Research, Nonprofits, Leadership Development, Coaching, Actimize, Staff Development, Leadership, Entrepreneurship, Banking
Education
The General Theological Seminary 2004 — 2007
Masters of Divinity, Religious/Sacred Music
Bernard Baruch College 1991 — 1995
Bachelor of Business Administration (BBA), Operations Management and Supervision
Oueen's Royal College 1982 — 1990
Canbridge university "A lever" highschool certificate, Economics and Business studies.
Damien Jackson's Park Avenue Securities 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
James Warnke's Park Avenue Securities Experience February 2001 - February 2013
Job Financial Services Professional
Industry Financial Services
Experience
National Penn Investors Trust Company January 2015 - Present
Park Avenue Securities February 2001 - February 2013
Summit Financial Services Group June 1999 - February 2001
New York Life Insurance Company May 1995 - June 1999
Skills
Finance, Accounting, Account Reconciliation, Asset Management, Back Office, Financial Advisory, Financial Services, Financial Statements, Fixed Income, Mutual Funds, Securities, Equities, Bloomberg Terminal, FINRA, Trading
Education
DeSales University 2012 — 2016
Bachelor of Science (B.S.), Finance, General, 3.3 GPA
Pocono Mountain High School 1984 — 1987
National Penn Investors Trust Company January 2015 - Present
Park Avenue Securities February 2001 - February 2013
Summit Financial Services Group June 1999 - February 2001
New York Life Insurance Company May 1995 - June 1999
Skills
Finance, Accounting, Account Reconciliation, Asset Management, Back Office, Financial Advisory, Financial Services, Financial Statements, Fixed Income, Mutual Funds, Securities, Equities, Bloomberg Terminal, FINRA, Trading
Education
DeSales University 2012 — 2016
Bachelor of Science (B.S.), Finance, General, 3.3 GPA
Pocono Mountain High School 1984 — 1987
Dianne C. Ramos's Park Avenue Securities Experience June 2015 - Present
Job Experienced professional specializing in communication, training strategy, blended learning, & professional development
Industry Financial Services
Experience
Park Avenue Securities June 2015 - Present
Morgan Stanley Smith Barney December 2009 - Present
Smith Barney April 2009 - December 2009
Smith Barney May 2007 - December 2009
Smith Barney September 2005 - May 2007
Morgan Stanley December 2004 - September 2005
Skills
Series 7, Series 63, Series 24, Wealth Management, Mutual Funds, Asset Allocation, Public Speaking, ETFs, Uniform Combined State..., Retirement Planning, Alternative Investments, Financial Services, Securities, Investment Strategies, Public Relations, Social Media, Microsoft Office, FINRA, Microsoft Excel, PowerPoint, Event Planning, Communication, Philanthropy, Compassion, Training, Leadership, Event Management, Project Management, Instructor-led Training, Internal & External..., Corporate Communications, Technical Training, Training Delivery, 401k, Financial Advisory, Investments
Education
California State University-Fullerton 2002 — 2006
Bachelor of Arts (B.A.), International Business and French
Cerritos High School 1999 — 2002
Rahima Academy, Kingdom of Saudi Arabia
Park Avenue Securities June 2015 - Present
Morgan Stanley Smith Barney December 2009 - Present
Smith Barney April 2009 - December 2009
Smith Barney May 2007 - December 2009
Smith Barney September 2005 - May 2007
Morgan Stanley December 2004 - September 2005
Skills
Series 7, Series 63, Series 24, Wealth Management, Mutual Funds, Asset Allocation, Public Speaking, ETFs, Uniform Combined State..., Retirement Planning, Alternative Investments, Financial Services, Securities, Investment Strategies, Public Relations, Social Media, Microsoft Office, FINRA, Microsoft Excel, PowerPoint, Event Planning, Communication, Philanthropy, Compassion, Training, Leadership, Event Management, Project Management, Instructor-led Training, Internal & External..., Corporate Communications, Technical Training, Training Delivery, 401k, Financial Advisory, Investments
Education
California State University-Fullerton 2002 — 2006
Bachelor of Arts (B.A.), International Business and French
Cerritos High School 1999 — 2002
Rahima Academy, Kingdom of Saudi Arabia
Keith McKay's Park Avenue Securities Experience April 2010 - Present
Job Regional Consultant, Advisory Services at Park Avenue Securities
Industry Investment Management
Experience
Park Avenue Securities April 2010 - Present
Brinker Capital July 2004 - March 2010
Skills
Mutual Funds, Asset Management, Alternative Investments, Asset Allocation
Education
University of Delaware
BA, English
Park Avenue Securities April 2010 - Present
Brinker Capital July 2004 - March 2010
Skills
Mutual Funds, Asset Management, Alternative Investments, Asset Allocation
Education
University of Delaware
BA, English
Michael Calloway's Park Avenue Securities Experience August 2014 - January 2015
Job Financial Advisor
Industry Investment Management
Experience
Gar Wood Securities, LLC August 2015 - Present
Park Avenue Securities August 2014 - January 2015
Quasar Trading October 2013 - August 2014
Merrill Lynch May 2011 - January 2013
Independent Derivatives and Futures Trader 2008 - 2011
Lincoln Investment Planning 2007 - 2008
Independent Futures and Derivatives 1998 - 2006
Skills
Investment Advisory, Capital Markets, Bloomberg, Investment Strategies, Wealth Management, Uniform Combined State..., Investments, Mutual Funds, Asset Management, Series 7, Retirement, Alternative Investments, Series 63, Retirement Planning, Emerging Markets, IRAs, Series 65, Fixed Annuities, Portfolio Management, Estate Planning
Education
The University of Kansas 1983 — 1990
Bachelor of General Studies, Liberal Arts and Sciences, General Studies and Humanities
University of Kansas 1983 — 1990
BGS, Liberal Arts and Sciences/Liberal Studies
Gar Wood Securities, LLC August 2015 - Present
Park Avenue Securities August 2014 - January 2015
Quasar Trading October 2013 - August 2014
Merrill Lynch May 2011 - January 2013
Independent Derivatives and Futures Trader 2008 - 2011
Lincoln Investment Planning 2007 - 2008
Independent Futures and Derivatives 1998 - 2006
Skills
Investment Advisory, Capital Markets, Bloomberg, Investment Strategies, Wealth Management, Uniform Combined State..., Investments, Mutual Funds, Asset Management, Series 7, Retirement, Alternative Investments, Series 63, Retirement Planning, Emerging Markets, IRAs, Series 65, Fixed Annuities, Portfolio Management, Estate Planning
Education
The University of Kansas 1983 — 1990
Bachelor of General Studies, Liberal Arts and Sciences, General Studies and Humanities
University of Kansas 1983 — 1990
BGS, Liberal Arts and Sciences/Liberal Studies
Donald DiDomenico's Park Avenue Securities Experience May 2014 - October 2014
Job Equity Finance Middle Office at Barclays Capital
Industry Financial Services
Experience
Barclays Capital April 2015 - Present
Park Avenue Securities May 2014 - October 2014
Retail March 2013 - May 2014
Summit Financial Resources, Inc. 2012 - 2012
Northwestern Mutual 2011 - 2011
Morgan Stanley 2008 - 2009
UBS Investment Bank 2007 - 2008
Jefferies LLC March 2006 - October 2007
ABN AMRO Bank N.V. 2005 - 2006
TD Securities USA Inc 2004 - 2005
Skills
Trade Support, Equity Trading, Derivatives, Portfolio Administration, P&L Management, Collateral Management, Middle Office Operations, Client Liaison, Clearance, Capital Markets, Fixed Income Trading, Prime Brokerage, Operational Risk..., Account Reconciliation, Financial Accounting, Mutual Funds, Customer Service, Sales, Securities
Education
Arizona State University
Bachelor of Science, Finance
Barclays Capital April 2015 - Present
Park Avenue Securities May 2014 - October 2014
Retail March 2013 - May 2014
Summit Financial Resources, Inc. 2012 - 2012
Northwestern Mutual 2011 - 2011
Morgan Stanley 2008 - 2009
UBS Investment Bank 2007 - 2008
Jefferies LLC March 2006 - October 2007
ABN AMRO Bank N.V. 2005 - 2006
TD Securities USA Inc 2004 - 2005
Skills
Trade Support, Equity Trading, Derivatives, Portfolio Administration, P&L Management, Collateral Management, Middle Office Operations, Client Liaison, Clearance, Capital Markets, Fixed Income Trading, Prime Brokerage, Operational Risk..., Account Reconciliation, Financial Accounting, Mutual Funds, Customer Service, Sales, Securities
Education
Arizona State University
Bachelor of Science, Finance
Jenny Zhao, CPA's Park Avenue Securities Experience March 2008 - March 2012
Job Assistant Controller
Industry Accounting
Experience
Dalton School January 2013 - Present
Park Avenue Securities March 2008 - March 2012
Skills
Financial Analysis, Financial Services, Accounting, Risk Management, Financial Reporting, Finance, Investments
Education
Pace University
BBA, Public Accounting
Dalton School January 2013 - Present
Park Avenue Securities March 2008 - March 2012
Skills
Financial Analysis, Financial Services, Accounting, Risk Management, Financial Reporting, Finance, Investments
Education
Pace University
BBA, Public Accounting
Michael F. Egan, CFP®'s Park Avenue Securities Experience December 2010 - January 2013
Job Certified Financial Planner
Industry Financial Services
Experience
4Thought Financial Group January 2013 - Present
Park Avenue Securities December 2010 - January 2013
Bear Stearns June 1995 - December 1999
Education
Hofstra University 1992 — 1994
BA, Finance
St. Dominic High School 1985 — 1989
4Thought Financial Group January 2013 - Present
Park Avenue Securities December 2010 - January 2013
Bear Stearns June 1995 - December 1999
Education
Hofstra University 1992 — 1994
BA, Finance
St. Dominic High School 1985 — 1989
Eric Van Valkenburg, CLU, ChFC's Park Avenue Securities Experience January 2001 - June 2006
Job Wealth Advisor at Valley Wealth Management, LLC
Industry Financial Services
Experience
Valley Wealth Management, LLC January 2009 - Present
Associated Securities August 2006 - September 2009
Park Avenue Securities January 2001 - June 2006
Signator Investors Inc. March 1992 - January 2001
Skills
Investments, Estate Planning, Risk Management, Wealth, Strategic Financial..., Insurance, Long-term Care, Wealth Management, Retirement Planning, Portfolio Management, Alternative Investments, Mutual Funds, Asset Management, Investment Advisory
Education
California State University-Fresno 1988 — 1990
Business Administration, Business Administration and Management, General
Valley Wealth Management, LLC January 2009 - Present
Associated Securities August 2006 - September 2009
Park Avenue Securities January 2001 - June 2006
Signator Investors Inc. March 1992 - January 2001
Skills
Investments, Estate Planning, Risk Management, Wealth, Strategic Financial..., Insurance, Long-term Care, Wealth Management, Retirement Planning, Portfolio Management, Alternative Investments, Mutual Funds, Asset Management, Investment Advisory
Education
California State University-Fresno 1988 — 1990
Business Administration, Business Administration and Management, General
Xiao Zhong Li's Park Avenue Securities Experience July 2004 - August 2008
Job Office Administrator at Hutchin Hill Capital
Industry Human Resources
Experience
Hutchin Hill Capital May 2014 - Present
Eastman Footwear Group February 2011 - May 2014
Center for Veterinary Care June 2009 - January 2011
Park Avenue Securities July 2004 - August 2008
New York University Steinhardt’s Center On Culture, Development, Education September 2007 - May 2008
Skills
Customer Service, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Data Entry, Research, Outlook, Administrative..., Public Speaking, Event Planning, Office Management, Interpersonal...
Education
Brooklyn College 2008 — 2010
Master of Arts (M.A.), Industrial and Organizational Psychology
Hunter College 2004 — 2008
Bachelor of Arts (B.A.), Psychology
Murry Bergtraum High School 2000 — 2004
Hutchin Hill Capital May 2014 - Present
Eastman Footwear Group February 2011 - May 2014
Center for Veterinary Care June 2009 - January 2011
Park Avenue Securities July 2004 - August 2008
New York University Steinhardt’s Center On Culture, Development, Education September 2007 - May 2008
Skills
Customer Service, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Data Entry, Research, Outlook, Administrative..., Public Speaking, Event Planning, Office Management, Interpersonal...
Education
Brooklyn College 2008 — 2010
Master of Arts (M.A.), Industrial and Organizational Psychology
Hunter College 2004 — 2008
Bachelor of Arts (B.A.), Psychology
Murry Bergtraum High School 2000 — 2004
Todd Veppert's Park Avenue Securities Experience March 2010 - September 2011
Job Director of Revenue Cycle Management at Child and Adolescent Behavioral Health
Industry Nonprofit Organization Management
Experience
Child and Adolescent Behavioral Health May 1998 - Present
Park Avenue Securities March 2010 - September 2011
Skills
Project Management, Financial Analysis, Strategic Financial..., Cash Flow, Nonprofits, Revenue Cycle, Employee Benefits, Insurance, Asset Managment, Risk Management, Investments, Investment Strategies, Financial Reporting, Financial Goals, Accounting, Budgets, Financial Planning, Finance
Education
Andersonville Theological Seminary
Master’s Degree, Masters of Ministry
The University of Akron
BS, Finance, Business Administration, Management and Operations
The University of Akron
A.A., Accounting
Child and Adolescent Behavioral Health May 1998 - Present
Park Avenue Securities March 2010 - September 2011
Skills
Project Management, Financial Analysis, Strategic Financial..., Cash Flow, Nonprofits, Revenue Cycle, Employee Benefits, Insurance, Asset Managment, Risk Management, Investments, Investment Strategies, Financial Reporting, Financial Goals, Accounting, Budgets, Financial Planning, Finance
Education
Andersonville Theological Seminary
Master’s Degree, Masters of Ministry
The University of Akron
BS, Finance, Business Administration, Management and Operations
The University of Akron
A.A., Accounting
Alvin van der Kuech's Park Avenue Securities Experience January 2014 - January 2015
Job Marketing Analyst SAP
Industry Marketing and Advertising
Experience
SAP May 2015 - Present
Park Avenue Securities January 2014 - January 2015
Strategic Insight January 2009 - September 2013
Skills
Mutual Funds, Technical Support, Equities, Data Analysis, Databases, Investments, CompTIA A+ Certification, Analysis, Hedge Funds
Education
New England College
Business Computer Science
SAP May 2015 - Present
Park Avenue Securities January 2014 - January 2015
Strategic Insight January 2009 - September 2013
Skills
Mutual Funds, Technical Support, Equities, Data Analysis, Databases, Investments, CompTIA A+ Certification, Analysis, Hedge Funds
Education
New England College
Business Computer Science
Mike Pakula's Park Avenue Securities Experience August 2014 - April 2015
Job Partner at Paritas Capital Management, LLC
Industry Financial Services
Experience
Paritas Capital Management, LLC May 2015 - Present
Park Avenue Securities August 2014 - April 2015
Fieldpoint Private May 2014 - August 2014
Fieldpoint Private June 2011 - May 2014
BMW of Darien March 2006 - May 2011
Skills
Financial Analysis, Performance Reporting, Aggregation, Portfolio Management, Financial Modeling, Microsoft Excel, PowerPoint, Client Services, Factset, Word, Salesforce.com, Access, Bloomberg Terminal, HTML, CSS, Java, SQL, Microsoft Word, Analysis, Management, Project Management, Project Planning, Business Development, Business Analysis
Education
Bentley University 2008 — 2011
BS, Corporate Finance and Accounting
California Polytechnic State University-San Luis Obispo 2007 — 2008
Computer Science
Paritas Capital Management, LLC May 2015 - Present
Park Avenue Securities August 2014 - April 2015
Fieldpoint Private May 2014 - August 2014
Fieldpoint Private June 2011 - May 2014
BMW of Darien March 2006 - May 2011
Skills
Financial Analysis, Performance Reporting, Aggregation, Portfolio Management, Financial Modeling, Microsoft Excel, PowerPoint, Client Services, Factset, Word, Salesforce.com, Access, Bloomberg Terminal, HTML, CSS, Java, SQL, Microsoft Word, Analysis, Management, Project Management, Project Planning, Business Development, Business Analysis
Education
Bentley University 2008 — 2011
BS, Corporate Finance and Accounting
California Polytechnic State University-San Luis Obispo 2007 — 2008
Computer Science
Noah Dulis's Park Avenue Securities Experience May 2011 - October 2012
Job Breitbart News Network at Breitbart News
Industry Writing and Editing
Experience
Breitbart News August 2014 - Present
Breitbart News November 2012 - August 2014
Park Avenue Securities May 2011 - October 2012
Education
Point Park University 2005 — 2008
Bachelor of Science (BS), Intelligence and National Security, 4.0
Breitbart News August 2014 - Present
Breitbart News November 2012 - August 2014
Park Avenue Securities May 2011 - October 2012
Education
Point Park University 2005 — 2008
Bachelor of Science (BS), Intelligence and National Security, 4.0
Peter Notaro's Park Avenue Securities Experience 2006 - 2009
Job Investment Advisory Representative at Questar Capital
Industry Investment Management
Experience
Questar Capital December 2014 - Present
Questar Capital 2009 - December 2014
Park Avenue Securities 2006 - 2009
Comprehensive Asset Management 2001 - 2006
GM Financial Group 1990 - 2006
Skills
Investments, Investment Advisory, Financial Advisory, Strategic Financial..., Retirement Planning, Mutual Funds, Series 7, Succession Planning, Fixed Annuities, Retirement, Wealth Management
Education
Lehigh University - College of Business and Economics 1974 — 1979
Bachelor of Science (BS), Finance and Financial Management Services
Lehigh University
Master of Business Administration (MBA), Finance
Questar Capital December 2014 - Present
Questar Capital 2009 - December 2014
Park Avenue Securities 2006 - 2009
Comprehensive Asset Management 2001 - 2006
GM Financial Group 1990 - 2006
Skills
Investments, Investment Advisory, Financial Advisory, Strategic Financial..., Retirement Planning, Mutual Funds, Series 7, Succession Planning, Fixed Annuities, Retirement, Wealth Management
Education
Lehigh University - College of Business and Economics 1974 — 1979
Bachelor of Science (BS), Finance and Financial Management Services
Lehigh University
Master of Business Administration (MBA), Finance
John Pirozzi's Park Avenue Securities Experience March 2000 - March 2009
Job Registered Representative at Chelsea Financial Services
Industry Financial Services
Experience
Chelsea Financial Services October 2009 - Present
Park Avenue Securities March 2000 - March 2009
Skills
Investments, Mutual Funds, Fixed Income, Asset Management, Financial Analysis, Wealth Management, Retirement Planning, Investment Strategies, Equities, Insurance, Financial Planning
Education
Kingsborough Community College
Chelsea Financial Services October 2009 - Present
Park Avenue Securities March 2000 - March 2009
Skills
Investments, Mutual Funds, Fixed Income, Asset Management, Financial Analysis, Wealth Management, Retirement Planning, Investment Strategies, Equities, Insurance, Financial Planning
Education
Kingsborough Community College
Georgia Gaidula's Park Avenue Securities Experience February 1993 - December 2014
Job VicePresident at Park Avenue Securities
Industry Financial Services
Experience
Park Avenue Securities February 1993 - December 2014
Education
East Stroudsburg University of Pennsylvania 1966 — 1970
Bachelor of Science (BS), Physical Education Teaching and Coaching
Park Avenue Securities February 1993 - December 2014
Education
East Stroudsburg University of Pennsylvania 1966 — 1970
Bachelor of Science (BS), Physical Education Teaching and Coaching
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY