Royal Alliance
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Royal Alliance Employees
Employee
Years
Job
Industry
James McGavin James McGavin's Royal Alliance Experience May 2011 - Present
Job Financial Advisor at Royal Alliance
Industry Investment Management
Experience
Royal Alliance May 2011 - Present
UBS/PaineWebber May 1992 - May 2011
Dean Witter Reynolds Inc. March 1986 - May 1992
Skills
Investments, Wealth Management, Mutual Funds, Asset Allocation, Portfolio Management, Retirement Planning, Series 7, Asset Management, Investment Strategies, Investment Advisory, Strategic Financial..., Equities, Alternative Investments, Fixed Income, Retirement
Education
Loyola University Maryland 1967 — 1971
Bachelor of Arts (BA), English Language and Literature/Letters
Xavier High School 1963 — 1967
Royal Alliance May 2011 - Present
UBS/PaineWebber May 1992 - May 2011
Dean Witter Reynolds Inc. March 1986 - May 1992
Skills
Investments, Wealth Management, Mutual Funds, Asset Allocation, Portfolio Management, Retirement Planning, Series 7, Asset Management, Investment Strategies, Investment Advisory, Strategic Financial..., Equities, Alternative Investments, Fixed Income, Retirement
Education
Loyola University Maryland 1967 — 1971
Bachelor of Arts (BA), English Language and Literature/Letters
Xavier High School 1963 — 1967
Maleah Dunham Stephens, CFP®, CRPC® Maleah Dunham Stephens, CFP®, CRPC®'s Royal Alliance Experience July 2012 - Present
Job CERTIFIED FINANCIAL PLANNER
Industry Financial Services
Experience
Royal Alliance July 2012 - Present
First Financial Group February 2006 - June 2012
Skills
Women's Investment..., Women in Transition, Retirement Planning, Investments, Wealth Management, Insurance, Strategic Financial..., Financial Analysis, Public Speaking, Marketing, Personal Financial..., Women's Financial..., Individuals in..., Retirement Income..., Financial Literacy, Financial Consultant, Portfolio Management, College Education..., IRAs/401(k)s/Rollovers, Traditional IRA vs Roth..., Financial Pyramid, Mutual Funds, Disability Insurance, Securities, Small Business, Personal Financial..., Estate Planning, Series 7, Financial Advisory, Retirement, Finance, Financial Education
Education
University of Alabama 2005 — 2006
Master of Science, Consumer Economics
University of Alabama 2001 — 2005
Bachelor of Science, Family Financial Planning and Counseling
Royal Alliance July 2012 - Present
First Financial Group February 2006 - June 2012
Skills
Women's Investment..., Women in Transition, Retirement Planning, Investments, Wealth Management, Insurance, Strategic Financial..., Financial Analysis, Public Speaking, Marketing, Personal Financial..., Women's Financial..., Individuals in..., Retirement Income..., Financial Literacy, Financial Consultant, Portfolio Management, College Education..., IRAs/401(k)s/Rollovers, Traditional IRA vs Roth..., Financial Pyramid, Mutual Funds, Disability Insurance, Securities, Small Business, Personal Financial..., Estate Planning, Series 7, Financial Advisory, Retirement, Finance, Financial Education
Education
University of Alabama 2005 — 2006
Master of Science, Consumer Economics
University of Alabama 2001 — 2005
Bachelor of Science, Family Financial Planning and Counseling
Jeff Planty Jeff Planty's Royal Alliance Experience September 2013 - Present
Job Senior Vice President of Business Development at Royal Alliance Associates, Inc.
Industry Financial Services
Experience
Royal Alliance September 2013 - Present
Royal Alliance September 2011 - September 2013
AIG Advisor Group January 2008 - September 2011
Royal Alliance Associates Inc March 1990 - January 2008
Pershing January 1979 - December 1989
Skills
Series 7, Series 63, Asset Management, Investments, Series 24, FINRA, Retirement Planning, Strategic Financial..., Asset Allocation, Portfolio Management, Fixed Income, Alternative Investments, Series 99
Education
City University of New York 1974 — 1976
Royal Alliance September 2013 - Present
Royal Alliance September 2011 - September 2013
AIG Advisor Group January 2008 - September 2011
Royal Alliance Associates Inc March 1990 - January 2008
Pershing January 1979 - December 1989
Skills
Series 7, Series 63, Asset Management, Investments, Series 24, FINRA, Retirement Planning, Strategic Financial..., Asset Allocation, Portfolio Management, Fixed Income, Alternative Investments, Series 99
Education
City University of New York 1974 — 1976
Kim Bright Kim Bright's Royal Alliance Experience April 2012 - Present
Job CFP®, CPA, Educator
Industry Financial Services
Experience
Bright Financial Planning April 2012 - Present
UCLA Extension October 2014 - Present
Royal Alliance April 2012 - Present
Adlink Cable Advertising, LLC June 1992 - June 2002
United Artist Cable Corporation November 1989 - December 1991
Choice Television 1987 - 1989
Storer Communications 1982 - 1987
Skills
Strategic Financial..., Wealth Management, Retirement Planning, Investment Advisory, Estate Planning, Financial Goals, IRAs, Insurance, Portfolio Management, Mutual Funds, Securities, Retirement, Series 7, 401k, Series 63, Life Insurance, Leadership, Financial Services, Financial Planners, 401k Rollovers, Long-term Care, Financial Planning, Finance, Strategic Planning, Investments
Education
UCLA 2009 — 2011
Certificate, Personal Financial Planning
University of Phoenix-Southern California Campus 1984 — 1986
Bachelor of Science (B.S.), Business Administration
Bright Financial Planning April 2012 - Present
UCLA Extension October 2014 - Present
Royal Alliance April 2012 - Present
Adlink Cable Advertising, LLC June 1992 - June 2002
United Artist Cable Corporation November 1989 - December 1991
Choice Television 1987 - 1989
Storer Communications 1982 - 1987
Skills
Strategic Financial..., Wealth Management, Retirement Planning, Investment Advisory, Estate Planning, Financial Goals, IRAs, Insurance, Portfolio Management, Mutual Funds, Securities, Retirement, Series 7, 401k, Series 63, Life Insurance, Leadership, Financial Services, Financial Planners, 401k Rollovers, Long-term Care, Financial Planning, Finance, Strategic Planning, Investments
Education
UCLA 2009 — 2011
Certificate, Personal Financial Planning
University of Phoenix-Southern California Campus 1984 — 1986
Bachelor of Science (B.S.), Business Administration
Joseph Abate Joseph Abate's Royal Alliance Experience 1999 - 2001
Job 401(k) District Manager at ADP
Industry Financial Services
Experience
ADP August 2011 - Present
ExpertPlan May 2010 - August 2011
AllianceBernstein Investments September 2004 - September 2009
Merrill Lynch September 2001 - September 2004
Royal Alliance 1999 - 2001
International Planning Alliance January 1997 - January 1999
AXA Equitable 1991 - 1996
Skills
401k, Retirement, Series 7, Retirement Planning, Series 63, Pensions, Consultative Selling, Defined Benefit, Financial Services, Defined Contribution, Financial Advisory, Relationship Management, Series 6, Mutual Funds, CRM, Selling, Retirement Plan..., Sales Process, Asset Allocation, Sales
Education
St. Francis University 1983 — 1987
Bachelor of Science, Business Management
Immaculata 1979 — 1983
ADP August 2011 - Present
ExpertPlan May 2010 - August 2011
AllianceBernstein Investments September 2004 - September 2009
Merrill Lynch September 2001 - September 2004
Royal Alliance 1999 - 2001
International Planning Alliance January 1997 - January 1999
AXA Equitable 1991 - 1996
Skills
401k, Retirement, Series 7, Retirement Planning, Series 63, Pensions, Consultative Selling, Defined Benefit, Financial Services, Defined Contribution, Financial Advisory, Relationship Management, Series 6, Mutual Funds, CRM, Selling, Retirement Plan..., Sales Process, Asset Allocation, Sales
Education
St. Francis University 1983 — 1987
Bachelor of Science, Business Management
Immaculata 1979 — 1983
Jim (Jr) Losey Jim (Jr) Losey's Royal Alliance Experience 1997 - Present
Job President, WealthCare Alliance, Inc.
Industry Financial Services
Experience
Edge Business Suites December 2007 - Present
WealthCare Alliance, Inc. 2007 - Present
Royal Alliance 1997 - Present
WealthCare Alliance, Inc. December 1990 - Present
Skills
Retirement Planning, Retirement, Investment Advisory, Asset Allocation, Mutual Funds, Estate Planning, Wealth Management, IRA's, Financial Planning, Annuities, Investments, Securities, 401k, Asset Management, Series 7, Insurance, Portfolio Management, Small Business, Long Term Care, Investment Strategies, Alternative Investments, Pensions, Asset Protection, Employee Benefits, Health Insurance, Options, Bonds, Disability Insurance, Retirement Income..., Succession Planning, Risk Management, Wealth Accumulation, Financial Analysis, Business Planning, Stocks, Group Benefits, Financial Advisory
Education
Simpson Bible College 1987 — 1988
Bible
California Polytechnic State University-San Luis Obispo 1979 — 1984
Bachelors of Science, Biochemistry
Newbury Park High School 1976 — 1979
N/A, General
Edge Business Suites December 2007 - Present
WealthCare Alliance, Inc. 2007 - Present
Royal Alliance 1997 - Present
WealthCare Alliance, Inc. December 1990 - Present
Skills
Retirement Planning, Retirement, Investment Advisory, Asset Allocation, Mutual Funds, Estate Planning, Wealth Management, IRA's, Financial Planning, Annuities, Investments, Securities, 401k, Asset Management, Series 7, Insurance, Portfolio Management, Small Business, Long Term Care, Investment Strategies, Alternative Investments, Pensions, Asset Protection, Employee Benefits, Health Insurance, Options, Bonds, Disability Insurance, Retirement Income..., Succession Planning, Risk Management, Wealth Accumulation, Financial Analysis, Business Planning, Stocks, Group Benefits, Financial Advisory
Education
Simpson Bible College 1987 — 1988
Bible
California Polytechnic State University-San Luis Obispo 1979 — 1984
Bachelors of Science, Biochemistry
Newbury Park High School 1976 — 1979
N/A, General
Amy MacKay Friedman Amy MacKay Friedman's Royal Alliance Experience March 2013 - Present
Job Registered Associate
Industry Media Production
Experience
Royal Alliance March 2013 - Present
Art Trek Inc. May 2011 - April 2013
Westlake Mortgage September 2003 - August 2008
NBC Universal May 1994 - November 2002
PhaseOne Communications 1991 - 1994
Skills
Skin Care, Product Development, Strategic Partnerships, Marketing Communications, Online Advertising, Public Speaking, Product Marketing, Sales, Market Research, Team Building, Coaching, Budgets, Account Management, Team Leadership, Organizational..., Product Management, Non-profits
Education
California State University-Northridge 1992 — 1994
MBA, Marketing
California Polytechnic State University-San Luis Obispo 1985 — 1989
B.S., Business
Royal Alliance March 2013 - Present
Art Trek Inc. May 2011 - April 2013
Westlake Mortgage September 2003 - August 2008
NBC Universal May 1994 - November 2002
PhaseOne Communications 1991 - 1994
Skills
Skin Care, Product Development, Strategic Partnerships, Marketing Communications, Online Advertising, Public Speaking, Product Marketing, Sales, Market Research, Team Building, Coaching, Budgets, Account Management, Team Leadership, Organizational..., Product Management, Non-profits
Education
California State University-Northridge 1992 — 1994
MBA, Marketing
California Polytechnic State University-San Luis Obispo 1985 — 1989
B.S., Business
Jordan Bendix's Royal Alliance Experience June 2013 - August 2013
Job Graduate Student at SUNY Buffalo, MS MIS
Industry Information Services
Experience
QBC Systems, Inc. February 2015 - Present
2U June 2014 - August 2014
Royal Alliance June 2013 - August 2013
Skills
Microsoft Excel, Teamwork, Leadership, SQL, Access, HTML, PHP, Visual Studio, CSS, Visio, Customer Service, Java, XHTML, Visual Basic, Bootstrap, JavaScript, jQuery, C++
Education
University at Buffalo Graduate School 2015 — 2016
Master of Science (MS), Management Information Systems, General
State University of New York at Buffalo 2012 — 2015
Bachelor of Business Administration, Concentration in Management Information Systems, Cum Laude
John F. Kennedy High School 2007 — 2011
QBC Systems, Inc. February 2015 - Present
2U June 2014 - August 2014
Royal Alliance June 2013 - August 2013
Skills
Microsoft Excel, Teamwork, Leadership, SQL, Access, HTML, PHP, Visual Studio, CSS, Visio, Customer Service, Java, XHTML, Visual Basic, Bootstrap, JavaScript, jQuery, C++
Education
University at Buffalo Graduate School 2015 — 2016
Master of Science (MS), Management Information Systems, General
State University of New York at Buffalo 2012 — 2015
Bachelor of Business Administration, Concentration in Management Information Systems, Cum Laude
John F. Kennedy High School 2007 — 2011
Carla Samaha (Hale)'s Royal Alliance Experience March 2001 - January 2002
Job Middle School Science and AVID Instructor at Lodi Unified School District
Industry Primary/Secondary Education
Experience
Lodi Unified School District August 2012 - Present
Langston Hughes Aspire Public School January 2009 - August 2012
Julia Morgan Elementary March 2008 - January 2009
Royal Alliance March 2001 - January 2002
Manpower, Inc March 1997 - December 2000
Skills
Elementary Education, Lesson Planning, Literacy, Curriculum Design, Classroom Management, Microsoft Office, Science, Middle School, Coaching, Community Outreach, Leadership Development, Public Speaking, Teaching, Training, Tutoring, Nonprofits
Education
CSU Stanislaus 2008 — 2009
Multiple Subject Teaching Credentials, Education
Northeastern University 1991 — 1996
Bachelor of Applied Science (B.A.Sc.), Criminal Justice/Law Enforcement Administration
Lodi Unified School District August 2012 - Present
Langston Hughes Aspire Public School January 2009 - August 2012
Julia Morgan Elementary March 2008 - January 2009
Royal Alliance March 2001 - January 2002
Manpower, Inc March 1997 - December 2000
Skills
Elementary Education, Lesson Planning, Literacy, Curriculum Design, Classroom Management, Microsoft Office, Science, Middle School, Coaching, Community Outreach, Leadership Development, Public Speaking, Teaching, Training, Tutoring, Nonprofits
Education
CSU Stanislaus 2008 — 2009
Multiple Subject Teaching Credentials, Education
Northeastern University 1991 — 1996
Bachelor of Applied Science (B.A.Sc.), Criminal Justice/Law Enforcement Administration
Sean Savitsky's Royal Alliance Experience January 2013 - January 2013
Job Senior at Endicott College seeking entry level Market Research Position
Industry Market Research
Experience
Empire Wealth Strategies June 2015 - August 2015
McKenzie Floral June 2014 - June 2014
Royal Alliance January 2013 - January 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Teamwork, Sales, Leadership, Social Networking, Facebook, Time Management, Research, Outlook, Team Leadership, Marketing, Customer Service, Finance, Management
Education
Endicott College 2012 — 2015
Bachelor’s Degree, Bachelor of Science in Business Administration, 3.23
Empire Wealth Strategies June 2015 - August 2015
McKenzie Floral June 2014 - June 2014
Royal Alliance January 2013 - January 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Teamwork, Sales, Leadership, Social Networking, Facebook, Time Management, Research, Outlook, Team Leadership, Marketing, Customer Service, Finance, Management
Education
Endicott College 2012 — 2015
Bachelor’s Degree, Bachelor of Science in Business Administration, 3.23
Rizwan Mahmood's Royal Alliance Experience July 2010 - August 2010
Job Assurance Staff at EY
Industry Accounting
Experience
EY September 2014 - Present
Northwestern Mutual May 2013 - December 2013
Truman State University January 2010 - May 2013
Volunteer Income Tax Assistance (VITA) February 2013 - March 2013
Diode Dynamics LLC June 2012 - August 2012
Royal Alliance July 2010 - August 2010
Racquet Club May 2009 - August 2010
Ladue Swim Club June 2007 - May 2009
Skills
Data Entry, Finance, Customer Service, Marketing, Social Media, PowerPoint, Coaching, Financial Planners, Life Insurance, Long Term Care Insurance, Disability Insurance, Fixed Annuities
Education
Truman State University 2013 — 2014
Master of Accountancy
Truman State University 2009 — 2013
Bachelor of Science (BS), Accounting
EY September 2014 - Present
Northwestern Mutual May 2013 - December 2013
Truman State University January 2010 - May 2013
Volunteer Income Tax Assistance (VITA) February 2013 - March 2013
Diode Dynamics LLC June 2012 - August 2012
Royal Alliance July 2010 - August 2010
Racquet Club May 2009 - August 2010
Ladue Swim Club June 2007 - May 2009
Skills
Data Entry, Finance, Customer Service, Marketing, Social Media, PowerPoint, Coaching, Financial Planners, Life Insurance, Long Term Care Insurance, Disability Insurance, Fixed Annuities
Education
Truman State University 2013 — 2014
Master of Accountancy
Truman State University 2009 — 2013
Bachelor of Science (BS), Accounting
Dottie Johnson-Newman Dottie Johnson-Newman's Royal Alliance Experience August 2000 - December 2010
Job Securities Industry Compliance Professional
Industry Financial Services
Experience
LPL Financial April 2013 - Present
Financial Industry Regulatory Authority September 1998 - Present
Royal Alliance August 2000 - December 2010
Raymond James February 1997 - November 1999
Joseph Charles & Associates April 1995 - October 1997
Skills
FINRA, Compliance, Investment Advisory, Investments, Series 7, Mutual Funds, Securities, Asset Management, Series 24, Equities, Risk Management, Wealth Management, Series 63, Insurance, Fixed Income, Licensing, Retirement Planning, Supervisory Skills, Series 66, Microsoft Office, Problem Solving, Annuities, Banking, Series 65, Wealth, Broker-Dealer, Investment Advisory..., Bonds, Life & Health Insurance..., Stocks, Asset Managment, Fixed Annuities, Fraud, FinCEN, Compliance Monitoring, Relationship Management, Retirement, Asset Allocation, Variable Annuities, Financial Advisory, ETFs, Alternative Investments, IRAs, 401k, Investment Strategies, Investment Management, Estate Planning, Options
Education
University of Florida
University of West Georgia
Business
LPL Financial April 2013 - Present
Financial Industry Regulatory Authority September 1998 - Present
Royal Alliance August 2000 - December 2010
Raymond James February 1997 - November 1999
Joseph Charles & Associates April 1995 - October 1997
Skills
FINRA, Compliance, Investment Advisory, Investments, Series 7, Mutual Funds, Securities, Asset Management, Series 24, Equities, Risk Management, Wealth Management, Series 63, Insurance, Fixed Income, Licensing, Retirement Planning, Supervisory Skills, Series 66, Microsoft Office, Problem Solving, Annuities, Banking, Series 65, Wealth, Broker-Dealer, Investment Advisory..., Bonds, Life & Health Insurance..., Stocks, Asset Managment, Fixed Annuities, Fraud, FinCEN, Compliance Monitoring, Relationship Management, Retirement, Asset Allocation, Variable Annuities, Financial Advisory, ETFs, Alternative Investments, IRAs, 401k, Investment Strategies, Investment Management, Estate Planning, Options
Education
University of Florida
University of West Georgia
Business
Jacqueline Prue Jacqueline Prue's Royal Alliance Experience 2004 - 2008
Job Vice President at Clark Dodge & Company
Industry Financial Services
Experience
Clark Dodge & Company June 2012 - Present
Invest Financial December 2008 - June 2012
Royal Alliance 2004 - 2008
UBS Financial 1997 - 2004
Skills
Retirement Planning, Series 7, Wealth Management, Estate Planning, Asset Allocation, Investments, Mutual Funds, Strategic Financial..., Investment Strategies, Investment Advisory, Roth IRA, Retirement, Asset Managment, Alternative Investments, Portfolio Management, Financial Planners, Insurance, Investment Management, Financial Analysis, Risk Management, Wealth Management..., Financial Services, Hedge Funds, Small Business, Certified Financial..., Relationship Management, Financial Modeling, Finance, Long-term Care, Equities, Asset Management, Financial Advisory, Pensions, Fixed Annuities, Series 65, Series 24, Securities, Uniform Combined State..., 401k, Investment Banking, Fixed Income, Life Insurance, Variable Annuities, 401k Rollovers, Series 63, Trading, Bonds, FINRA, Series 6, IRAs
Education
Emory University 1990 — 1992
Master's, Theology
Mount Holyoke College 1973 — 1977
BA, Liberal Arts
Clark Dodge & Company June 2012 - Present
Invest Financial December 2008 - June 2012
Royal Alliance 2004 - 2008
UBS Financial 1997 - 2004
Skills
Retirement Planning, Series 7, Wealth Management, Estate Planning, Asset Allocation, Investments, Mutual Funds, Strategic Financial..., Investment Strategies, Investment Advisory, Roth IRA, Retirement, Asset Managment, Alternative Investments, Portfolio Management, Financial Planners, Insurance, Investment Management, Financial Analysis, Risk Management, Wealth Management..., Financial Services, Hedge Funds, Small Business, Certified Financial..., Relationship Management, Financial Modeling, Finance, Long-term Care, Equities, Asset Management, Financial Advisory, Pensions, Fixed Annuities, Series 65, Series 24, Securities, Uniform Combined State..., 401k, Investment Banking, Fixed Income, Life Insurance, Variable Annuities, 401k Rollovers, Series 63, Trading, Bonds, FINRA, Series 6, IRAs
Education
Emory University 1990 — 1992
Master's, Theology
Mount Holyoke College 1973 — 1977
BA, Liberal Arts
Angela Keene Angela Keene's Royal Alliance Experience March 1999 - March 2000
Job Registered Sales Assistant at Cambridge Investment Research, Inc.
Industry Financial Services
Experience
Cambridge Investment Research, Inc. October 2011 - Present
Jeff Horton Insurance and Investments September 1986 - Present
Horton Financial Services, Inc. September 1985 - Present
Tower Square Securities, Inc. March 2000 - October 2011
Royal Alliance March 1999 - March 2000
Skills
Series 7, Series 63, Series 24, Variable Annuities, 401k, IRAs, Mutual Funds, Financial Services, Management, Customer Service, Office Management, Sales, Life Insurance, Retirement Planning
Education
Spartanburg Community College 1987 — 1989
Computer Science
University of South Carolina Upstate 1985 — 1987
Business Administration and Management, General
Boiling Springs High School 1983 — 1985
High School
Cambridge Investment Research, Inc. October 2011 - Present
Jeff Horton Insurance and Investments September 1986 - Present
Horton Financial Services, Inc. September 1985 - Present
Tower Square Securities, Inc. March 2000 - October 2011
Royal Alliance March 1999 - March 2000
Skills
Series 7, Series 63, Series 24, Variable Annuities, 401k, IRAs, Mutual Funds, Financial Services, Management, Customer Service, Office Management, Sales, Life Insurance, Retirement Planning
Education
Spartanburg Community College 1987 — 1989
Computer Science
University of South Carolina Upstate 1985 — 1987
Business Administration and Management, General
Boiling Springs High School 1983 — 1985
High School
David Teeter David Teeter's Royal Alliance Experience August 2004 - December 2007
Job Managing Director at Freedom Capital Management
Industry Financial Services
Experience
Freedom Capital Management (FCM) January 2008 - Present
Royal Alliance August 2004 - December 2007
Legg Mason September 2000 - August 2004
Skills
Investments, Retirement Planning, Securities, Investment Advisory, Financial Services, Fixed Income
Education
University of Miami 1971 — 1975
University of Virginia 1970 — 1971
Freedom Capital Management (FCM) January 2008 - Present
Royal Alliance August 2004 - December 2007
Legg Mason September 2000 - August 2004
Skills
Investments, Retirement Planning, Securities, Investment Advisory, Financial Services, Fixed Income
Education
University of Miami 1971 — 1975
University of Virginia 1970 — 1971
Tony Culella, CFP's Royal Alliance Experience May 2005 - Present
Job Registered Representative, Royal Alliance
Industry Financial Services
Experience
Royal Alliance May 2005 - Present
IMPORTANT DISCLOSURES May 2005 - Present
Pines Financial Group May 2005 - Present
Edward Jones February 2003 - May 2005
Education
Valparaiso University School of Law 2001 — 2002
JD, Law
Hanover College 1997 — 2001
Royal Alliance May 2005 - Present
IMPORTANT DISCLOSURES May 2005 - Present
Pines Financial Group May 2005 - Present
Edward Jones February 2003 - May 2005
Education
Valparaiso University School of Law 2001 — 2002
JD, Law
Hanover College 1997 — 2001
Marian Gruber's Royal Alliance Experience 1990 - 1998
Job psychiatric social worker at westchester jewish community services
Industry Mental Health Care
Experience
westchester jewish community services January 2002 - Present
royal alliance 1990 - 1998
integrated resources, inc. 1983 - 1989
Skills
CBT, Psychotherapy, Family Therapy, Crisis Intervention, Behavioral Health, Clinical Supervision, Mental Health, Psychology, Treatment, Program Development, DBT, Community Outreach, Group Therapy, Nonprofits, Social Services, Mental Health Counseling, Adolescents
Education
Fordham University 1997 — 2000
MSW, social work
Brown University 1974 — 1976
MA, Asian History
Case Western Reserve University 1970 — 1974
ba, history
westchester jewish community services January 2002 - Present
royal alliance 1990 - 1998
integrated resources, inc. 1983 - 1989
Skills
CBT, Psychotherapy, Family Therapy, Crisis Intervention, Behavioral Health, Clinical Supervision, Mental Health, Psychology, Treatment, Program Development, DBT, Community Outreach, Group Therapy, Nonprofits, Social Services, Mental Health Counseling, Adolescents
Education
Fordham University 1997 — 2000
MSW, social work
Brown University 1974 — 1976
MA, Asian History
Case Western Reserve University 1970 — 1974
ba, history
Yale Levey, CAP, CFP's Royal Alliance Experience 1997 - 2002
Job Owner, Next Generation Wealth Planning, LLC, 198 Rt. 9 North, Suite 205, Manalapan, NJ 07726 (7324097232)
Industry Financial Services
Experience
Next Generation Wealth Planning, LLC January 2007 - Present
Zaptitude October 2012 - January 2014
Roseland Financial Group August 2002 - January 2007
Royal Alliance 1997 - 2002
J.B.Hanauer and Co. 1988 - 1997
Education
The American College 2005 — 2006
CAP, Charitable Planning
College for Financial Planning 1990 — 1992
CFP, Financial Planning
New England College 1984 — 1988
Millburn High School 1981 — 1984
High School
Next Generation Wealth Planning, LLC January 2007 - Present
Zaptitude October 2012 - January 2014
Roseland Financial Group August 2002 - January 2007
Royal Alliance 1997 - 2002
J.B.Hanauer and Co. 1988 - 1997
Education
The American College 2005 — 2006
CAP, Charitable Planning
College for Financial Planning 1990 — 1992
CFP, Financial Planning
New England College 1984 — 1988
Millburn High School 1981 — 1984
High School
Nancy Matteson's Royal Alliance Experience January 1994 - November 2008
Job Financial Advisor
Industry Financial Services
Experience
Navy Federal Credit Union November 2008 - Present
Royal Alliance January 1994 - November 2008
Education
University of Maryland College Park 1974 — 1978
BS, Finance
Virginia Tech
MBA, Business
Navy Federal Credit Union November 2008 - Present
Royal Alliance January 1994 - November 2008
Education
University of Maryland College Park 1974 — 1978
BS, Finance
Virginia Tech
MBA, Business
Jeffrey Hamburger's Royal Alliance Experience April 1981 - December 2013
Job Chairman at New Century Financial Group
Industry Financial Services
Experience
New Century Financial Group, LLC November 1995 - Present
New Century Financial Group, LLC November 1995 - Present
Royal Alliance April 1981 - December 2013
Access Financial Planning April 1980 - November 1996
Skills
Retirement Planning, Investment Advisory, Investments, Securities, Strategic Financial..., Series 7, Wealth Management, Mutual Funds, Asset Managment, 401k, Fixed Annuities, Series 63, Asset Allocation, IRAs, Retirement, Asset Management, Finance, Equities, Financial Advisory, Insurance, FINRA, Financial Services, Investment Management, Life Insurance, Estate Planning, Wealth Management..., Investment Strategies, Series 24, Alternative Investments, Wealth, Long-term Care, Wealth Accumulation, Financial Planners, Pensions, Series 65, Variable Annuities, Uniform Combined State..., Roth IRA, 529 Plans, Financial Planning
Education
Monmouth University 1965 — 1969
BS, Business Administration
Ridgefield Memorial HighSchool 1962 — 1965
Business Administration and Management, General
New Century Financial Group, LLC November 1995 - Present
New Century Financial Group, LLC November 1995 - Present
Royal Alliance April 1981 - December 2013
Access Financial Planning April 1980 - November 1996
Skills
Retirement Planning, Investment Advisory, Investments, Securities, Strategic Financial..., Series 7, Wealth Management, Mutual Funds, Asset Managment, 401k, Fixed Annuities, Series 63, Asset Allocation, IRAs, Retirement, Asset Management, Finance, Equities, Financial Advisory, Insurance, FINRA, Financial Services, Investment Management, Life Insurance, Estate Planning, Wealth Management..., Investment Strategies, Series 24, Alternative Investments, Wealth, Long-term Care, Wealth Accumulation, Financial Planners, Pensions, Series 65, Variable Annuities, Uniform Combined State..., Roth IRA, 529 Plans, Financial Planning
Education
Monmouth University 1965 — 1969
BS, Business Administration
Ridgefield Memorial HighSchool 1962 — 1965
Business Administration and Management, General
Marty Hamblen's Royal Alliance Experience August 2004 - September 2006
Job Marketing Rep and Front line underwriter at Maine Lobsterman's Insurance Group
Industry Insurance
Experience
International Special Risks July 2009 - Present
Maine Lobsterman's Insurance Group July 2009 - Present
royal alliance August 2004 - September 2006
Putnam Investments July 2001 - August 2004
Ellsworth Builder Supply April 1999 - July 2001
Education
University of Maine 2002 — 2004
BS, business, finance, sociology
International Special Risks July 2009 - Present
Maine Lobsterman's Insurance Group July 2009 - Present
royal alliance August 2004 - September 2006
Putnam Investments July 2001 - August 2004
Ellsworth Builder Supply April 1999 - July 2001
Education
University of Maine 2002 — 2004
BS, business, finance, sociology
Carol Lumpkin's Royal Alliance Experience January 1997 - October 2003
Job CFP, CLU
Industry Financial Services
Experience
Cohutta Banking Company July 2005 - December 2010
Retirement Strategies, Inc. February 1991 - June 2005
Royal Alliance January 1997 - October 2003
Keogler, Morgan & Company, Inc. February 1991 - January 1997
Associated Planners Securities Corporation February 1989 - February 1991
Brown Financial Group June 1981 - February 1991
Private Ledger June 1980 - February 1989
Education
The University of Tennessee at Chattanooga 1967 — 1967
Teaching certificate, Music
Agnes Scott College 1961 — 1965
BA, French and Music
Dalton High School
Cohutta Banking Company July 2005 - December 2010
Retirement Strategies, Inc. February 1991 - June 2005
Royal Alliance January 1997 - October 2003
Keogler, Morgan & Company, Inc. February 1991 - January 1997
Associated Planners Securities Corporation February 1989 - February 1991
Brown Financial Group June 1981 - February 1991
Private Ledger June 1980 - February 1989
Education
The University of Tennessee at Chattanooga 1967 — 1967
Teaching certificate, Music
Agnes Scott College 1961 — 1965
BA, French and Music
Dalton High School
Brian Sheehy's Royal Alliance Experience June 2002 - August 2006
Job Retirement Planning Specialist
Industry Financial Services
Experience
World Equity Group August 2006 - Present
Royal Alliance June 2002 - August 2006
Skills
Wealth Management, Retirement Planning, Estate Planning, Series 7, Strategic Financial..., Financial Planning, Series 63, Finance
Education
Albion College
Grosse Pointe North
World Equity Group August 2006 - Present
Royal Alliance June 2002 - August 2006
Skills
Wealth Management, Retirement Planning, Estate Planning, Series 7, Strategic Financial..., Financial Planning, Series 63, Finance
Education
Albion College
Grosse Pointe North
Stephen R. Sebold's Royal Alliance Experience April 2000 - January 2001
Job
Industry Financial Services
Experience
AXA Advisors June 2001 - Present
Royal Alliance April 2000 - January 2001
AllianceBernstein 1998 - 2000
Skills
Series 7, Mutual Funds, Series 24
Education
City University of New York-Brooklyn College 1984 — 1989
BA, Political Science
Lafayette High School
AXA Advisors June 2001 - Present
Royal Alliance April 2000 - January 2001
AllianceBernstein 1998 - 2000
Skills
Series 7, Mutual Funds, Series 24
Education
City University of New York-Brooklyn College 1984 — 1989
BA, Political Science
Lafayette High School
Hillary Wertlieb's Royal Alliance Experience 2004 - 2005
Job Financial Consultant, Investors Capital Corp
Industry Financial Services
Experience
Investors Capital Corp 2005 - Present
Royal Alliance 2004 - 2005
Skills
Long-term Care, Mutual Funds, Life Insurance, Fixed Annuities, Bonds, Series 7, Series 63, Financial Goals, Retirement, Investments, Retirement Planning, Financial Planners, Securities, Investment Advisory, Asset Allocation, Estate Planning, Financial Advisory, Portfolio Management, Insurance, Finance, IRAs, Series 65
Education
City University of New York-Queens College 1968 — 1973
Master Degree, Art Education
Queens College
Investors Capital Corp 2005 - Present
Royal Alliance 2004 - 2005
Skills
Long-term Care, Mutual Funds, Life Insurance, Fixed Annuities, Bonds, Series 7, Series 63, Financial Goals, Retirement, Investments, Retirement Planning, Financial Planners, Securities, Investment Advisory, Asset Allocation, Estate Planning, Financial Advisory, Portfolio Management, Insurance, Finance, IRAs, Series 65
Education
City University of New York-Queens College 1968 — 1973
Master Degree, Art Education
Queens College