Park Avenue Securities LLC
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
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Park Avenue Securities LLC Employees
Catalyst Repository Systems August 2012 - Present
Catalyst Repository Systems November 2010 - July 2012
DiscoveryWorks Global March 2005 - October 2010
ImageMax, Inc. July 2004 - March 2005
Gerald Stevens, Inc. November 2002 - July 2004
Park Avenue Securities LLC 2001 - 2002
Skills
Catalyst Respository..., Catalyst Repository..., Catalytst Search..., Litigation Support, Project Management, Document Management, Customer Service, Microsoft Office, Sales, Document Review, Consulting
Education
Fordham University 1995 — 1999
BA, Liberal Arts
Realogy 2004 - Present
Coldwell Banker Residential Brokerage (NRT LLC., A Realogy Company) 2003 - Present
K&N Marketing Consultants 1994 - 2004
Park Avenue Securities LLC. 1999 - 2003
Guardian Life Insurance 1997 - 2003
Family Golf Centers 1995 - 1998
Nassau County School to Career Partnership 1994 - 1997
Hewson Berlin Associates 1987 - 1994
Genigraphics Corporation 1985 - 1987
Skills
Advertising, CRM, Marketing Strategy, Social Media, Marketing, B2B, Management, Strategic Planning, Social Networking, Online Marketing, Sales, Digital Marketing, New Business Development, Online Advertising, Negotiation, Public Relations, Account Management, Lead Generation, Integrated Marketing, Leadership, Social Media Marketing, Team Building, Change Management, Analysis, Marketing Communications, Interactive Marketing, Budgets, Sales Management, Selling, Training, Email Marketing, Team Management, Direct Marketing, Event Management, Strategic Partnerships, Market Research, Web Marketing, Market Planning, Brand Development, Marketing Management, Market Analysis, Entrepreneurship, Trade Shows, Salesforce.com, E-commerce, Business Development, SEO, Strategy, SEM, Contract Negotiation
Education
Fashion Institute of Technology 1987 — 1989
Master of Arts (MA), Marketing/Marketing Management, General
Fashion Institute of Technology 1983 — 1985
Bachelor of Arts (BA), Computer Graphics
Fashion Institute of Technology 1981 — 1983
Associate of Arts (AA), Textile Design
West Islip High School 1979 — 1981
Graduate
Bishop Kearney, DHS 1978 — 1979
St. Brendan's High School, DHS 1977 — 1978
St. Vincent Ferrer 1969 — 1977
VEVO March 2011 - Present
Discovery Communications LLC February 2008 - March 2011
Metro Networks, a Westwood One Company January 2007 - February 2008
Park Avenue Securities LLC May 2005 - December 2006
Charles H. Revson Foundation May 2004 - May 2005
Skills
Digital Media, Advertising, Editing, Marketing, Public Relations, E-commerce, Management, Sales, Competitive Analysis, PowerPoint, Event Management, Photoshop, Training, Social Media Marketing, Online Advertising, Digital Strategy, Social Media
Education
State University of New York at Buffalo - School of Management 2000 — 2004
BS, Business Administration; Concentration: Marketing
CUNY SPS 2015 — 2016
Advanced Graduate Certificate, Project Management
Midwood High School at Brooklyn College 1996 — 2000
HS Diploma, Humanities
Guardian Life September 2013 - Present
Integrated Captial Management, Inc. February 2013 - October 2013
Park Avenue Securities, LLC October 2000 - January 2013
The Guardian Life Insurance Company of America October 1993 - January 2013
Skills
Troubleshooting, Databases, Securities, Lotus Notes, Kofax, FBSI, Cost Basis, Multi Tasking, Customer Service, Customer Satisfaction, Microsoft Office 2007, Social Media, Social Skills, Social Networking, Cpr Certified, AED Certified, First Aid Certified, Axys, Financial Reporting, Report Writer Pro, PeopleSoft, People Skills, Concur, Books and Records, BARS, SnagIt, Adobe Acrobat, Kofax Capture, FINRA, First Responder, Access, Finance, Insurance, Investments, Management, Microsoft Office, Process Improvement, Risk Management
Education
DeSales University
Business Administration
Park Avenue Securities LLC July 2011 - Present
MetLife Securities June 2006 - July 2011
Education
American College 2008 — 2010
LUTCF, Insurance and Financial
Corporation For Long Term Care Certification 2008 — 2008
CLTC, Long Term Care Planning
Nassau Community College 1967 — 1970
Business
Apex Chamber of Commerce October 2012 - Present
Batchelor and Shafer Insurance 2013 - 2015
Batchelor and Shafer Insurance 2013 - 2015
Park Avenue Securities, LLC April 2012 - July 2014
Frye Financial & Insurance Services, LLC April 2012 - July 2014
H.A.R.T. 2014 - 2014
New York Life Insurance Company June 2008 - April 2012
Home Builders Association of Raleigh - Wake County 2009 - 2012
Home Builders Association of Raleigh - Wake County January 2011 - December 2011
Apex Chamber of Commerce 2011 - 2011
Skills
New Business Development, Workers Compensation, Homeowners & Auto..., Strategic Planning, Life Insurance, Term Life Insurance, Disability Insurance, Trust Planning, Estate Planning*, Long Term Care..., Homeowners, Estate Planning, Insurance, Financial Services, Health Insurance, Long Term Care Insurance, Retirement, Fixed Annuities, Contract Negotiation, Customer Service, Financial Planning, Marketing, Sales, Residential Homes
Education
North Carolina State University 1989 — 1993
communications
Park Avenue Securities, LLC November 2013 - Present
Skills
Investments, Finance, Bloomberg, Financial Modeling, Financial Analysis, Financial Planning, Financial Services, Financial Reporting, Securities, Equities, Corporate Finance, Mutual Funds, Fixed Income, Microsoft Excel
Education
Seton Hall University 2004 — 2008
Bachelor of Science (B.S.), Finance
JEZ Financial Strategies March 2013 - Present
Center for Wealth Preservation December 2005 - March 2013
Sagemark Consulting July 2002 - November 2005
Park Avenue Securities LLC May 1999 - June 2002
Guardian Investor Services Corporation May 1991 - May 1999
Cigna Financial Services Corp June 1986 - May 1991
Skills
Comprehensive Financial..., Retirement Income..., Special Needs Planning, Investment Advisory..., Estate Planning, Long Term Care Plan...
Education
College of New Rochelle 1964 — 1968
Bachelor of Arts, French
Infinity Fitness LLC January 2010 - Present
New York City Fire Department January 2008 - Present
Citi January 2000 - January 2008
Citigroup Private Bank January 2000 - January 2008
Park Avenue Securities LLC 2000 - 2000
Skills
Risk Management, Risk, EMS, Supervisory Skills, Compliance, Credit Analysis, Credit, Wealth Management, Risk Assessment
Education
Arizona State University, W. P. Carey School of Business 1992 — 1996
Bachelor of Science (BS), Finance
Walt Whitman 1988 — 1992
Regents, General Studies
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
The Guardian Life Insurance Company of America May 1987 - Present
IIB Independent Life & Health Insurance Broker November 1990 - October 2014
Park Avenue Securities LLC 2004 - 2008
Skills
Research, Customer Service, Management, Disability Income..., Disability Buyout..., Long Term Care Insurance, Whole Life Insurance..., Indexed Universal Life..., Return of Premium Term..., Cost Effective Term..., Deferred Compensation..., 412(i) retirement plans, Key Man Life Insurance, Irrevocable Life..., Estate Tax Planning, Fixed Rate Annuities
Education
St. John's University
Bachelor of Science (B.S.), Biology
The American College
CLU, CHFC, Financial Planning and Services
University of Bologna, Italy. Medical School.
Medicine