Securevest Financial Group

Description

Address: 163 Madison Ave # 100, Morristown, NJ 07960 Hours: Closed ⋅ Opens 9AM Mon SundayClosedMonday9AM–5PMTuesday9AM–5PMWednesday9AM–5PMThursday9AM–5PMFriday9AM–5PMSaturdayClosedSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (973) 605-8400: : : : : Website: : Category: Place name: Website: http://www.securevest.com/ Category: Financial consultant 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 Securevest Financial Group Posting publicly on the Web Write a review Reviews Be the first to review From Securevest Financial Group Unable to add this file. Please check that it is a valid photo. "SecureVest Financial Group is a boutique fixed income investment firm providing market insight, investment guidance and execution services to middle market institutions, investment advisor firms, credit unions and wealth advisors. Our Private Client...More "SecureVest Financial Group is a boutique fixed income investment firm providing market insight, investment guidance and execution services to middle market institutions, investment advisor firms, credit unions and wealth advisors. Our Private Client Group caters to the investment and portfolio management needs of high net worth individuals, offering investments in a variety of fixed income securities as well as common and preferred stock. Life & health insurance products offered through SecureVest Insurance Solutions. The firm’s trading desks include; high yield and high quality corporate debt; municipal bonds; CMO/MBS securities; structured products; government agency debt; and preferred stock."

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Securevest Financial Group Employees

Employee
Years
Job
Industry
Dan Amoroso Dan Amoroso Greater New York City Area Details
Dan Amoroso's Securevest Financial Group Experience July 2010 - June 2011
Job Institutional Fixed Income Sales
Industry Financial Services
Experience
RBC Capital Markets  December 2012 - Present
Citi  June 2011 - December 2012
Securevest Financial Group   July 2010 - June 2011
UBS Wealth Management  September 2008 - May 2010
MetLife  June 2009 - August 2009

Skills
Derivatives, Fixed Income, Valuation, Financial Analysis, Financial Modeling, Bloomberg Terminal, Microsoft Excel, Finance, Financial Accounting, Accounting, Capital Markets Analysis, Bloomberg

Education
Marist College   2010 — 2013
Master of Business Administration (MBA), Finance

Marist College   2006 — 2010
Bachelor of Science, Finance

Marist College   2010 — 2011
Advanced Certificate in Financial Management, Finance

SNL Banking Analyst   2010 — 2010
Banking

The American College   2009 — 2009
Financial Services

Madison High School   2002 — 2006

James Fisk James Fisk Miami/Fort Lauderdale Area Details
James Fisk's Securevest Financial Group Experience September 2014 - Present
Job Senior Vice President of Fixed Income at Securevest Financial Group
Industry Investment Management
Experience
Securevest Financial Group   September 2014 - Present
Newbridge Securities  September 2006 - September 2014
JVB Financial Group   May 2001 - September 2006
JVB Financial Group, LLC  May 2001 - September 2006

Skills
Fixed Income, Trading, Structured Products, Bonds, Mortgage, Series 7, Bloomberg, MBS, Fixed Income Products, Investments, Fixed Income Trading, Series 24, Series 27, Series 53, Series 63, Series 99, Capital Markets, Securities, Mortgage Lending, Portfolio Management, Options, Alternative Investments, Banking, Wealth Management, Hedge Funds, FINRA, Asset Managment, Financial Markets, Equities, Investment Banking

Education
Florida State University   1973 — 1977
Bachelor of Science, Statistics and Mathematics

Florida State University   1973 — 1977
BS, Statistics

Auburn University   1972 — 1973
Bachelor of Science (B.S.), Mathematical Statistics and Probability

Deerfield Beach High School   1970 — 1972

Pompano Beach High School   1969 — 1970

Ed D'Esposito Ed D'Esposito Greater New York City Area Details
Ed D'Esposito's Securevest Financial Group Experience January 2009 - October 2010
Job Account Technology Strategist (Major Communications & Media Accounts) at Microsoft
Industry Information Services
Experience
Microsoft  April 2014 - Present
Nu-Age Managed Services   May 2011 - April 2014
SecureVest Financial Group   January 2009 - October 2010
UPS  March 1999 - January 2009

Skills
IT Strategy, IT Transformation, IT Enabled Business..., IT Financial Management, Technology Alignment, Solutions Design, Team Leadership, Project Management, Process Improvement, IT Management, Business Process..., Vendor Management, Program Management, Data Center, Management, Project Planning, Operations Management, Business Continuity, Cross-functional Team..., CRM, Project Portfolio..., Business Analysis, Business Development, Governance, SDLC, Strategy, Cloud Computing, SharePoint

Education
CHUBB Institute of Technology   1998 — 1999
Network Engineer, Network Engineer

Saint Thomas Aquinas College   1990 — 1995
Bachelor's degree, Graphic Design

Marc J Freeman Marc J Freeman Greater New York City Area Details
Marc J Freeman's Securevest Financial Group Experience 2014 - 2014
Job Fixed Income Sales
Industry Financial Services
Experience
Toussaint Capital Partners, LLC  December 2014 - Present
Securevest Financial Group   2014 - 2014
CRT Capital Group  2011 - 2013
Susquehanna International Group  2010 - 2011
Advisors Asset Management, Inc.   2009 - 2010
Merrill Lynch  1990 - 2009

Skills
Sales, Bloomberg, Management, Fixed Income, Equities, Investments, Selling, Series 63, Series 7, Securities, Bonds, Capital Markets, Options Strategies, Hedge Funds, Venture Capital, Credit, Rates, Portfolio Management

Education
Fordham Gabelli School of Business   1994 — 1997
MBA, Finance

Penn State University   1985 — 1989
BS, Economics

Ross Pelc Ross Pelc Austin, Texas Area Details
Ross Pelc's Securevest Financial Group Experience October 2010 - March 2011
Job Marketing and Advertising Professional
Industry Marketing and Advertising
Experience
InVue Marketing Solutions   January 2012 - Present
Sportball  June 2011 - January 2012
Securevest Financial Group   October 2010 - March 2011
Yourlogoworks.com   January 2008 - January 2009

Skills
Advertising, Marketing Communications, Direct Marketing, Marketing Strategy, Marketing, Email Marketing, Graphic Design, Promotional Design, Content Writing, Photoshop, Illustrator, Constant Contact, Facebook, Event Management, Social Media Marketing, Entrepreneurship, Sales, Social Media, Microsoft Office, Social Networking

Education
IESEG - Lille, France   2009 — 2009
International Business

University of South Carolina-Aiken
Bachelor of Business Administration (BBA), Marketing

Brendan J. Bowers, ARM Brendan J. Bowers, ARM Phoenix, Arizona Area Details
Brendan J. Bowers, ARM's Securevest Financial Group Experience February 2012 - July 2012
Job Liberty Mutual Benefits
Industry Insurance
Experience
Liberty Mutual Insurance  October 2012 - Present
Securevest Financial Group   February 2012 - July 2012
CL King & Associates  February 2005 - November 2011
Needham & Company  July 1999 - February 2005
RDM SECURITIES   September 1995 - July 1999

Skills
Trading, Securities, Equities, Bloomberg, Series 63, Capital Markets, Prime Brokerage, Wealth Management, Investments, Series 24, Trading Strategies, Equity Trading, Hedge Funds, Alternative Investments, Asset Management, Bonds, Series 55, Bloomberg Professional, Mutual Funds, Electronic Trading, FINRA, Equity Research, Microsoft Excel, Options, Portfolio Management, Investment Strategies, Excel, Insurance, Sales Management, Direct Sales, Sales Operations, Sales Presentations, Series 7, Risk Management, Fixed Income, Finance, Relationship Management, Financial Risk

Education
Middlebury College   1991 — 1995
BA, American Civilization

West Islip High School

Andy Oretsky Andy Oretsky Houston, Texas Area Details
Andy Oretsky's Securevest Financial Group Experience October 2009 - July 2011
Job Compliance Director/Financial Advisor at IMG Financial Group, Inc.
Industry Financial Services
Experience
IMG Financial Group  August 2011 - Present
Securevest Financial Group   October 2009 - July 2011
Rhodes Custom Homes LLC/ John Daugherty Realtors   2007 - October 2009
Davis Oretsky P.C., Davis Oretsky & Guilfoyle P.C., Davis & Shank. P.C.   April 1990 - May 2007
Cook, Davis & McFall   May 1987 - April 1990
Lohmann, Glazer & Irwin   May 1983 - May 1987

Skills
Estate Planning, College Savings Plans, Portfolio Management, Securities, Insurance, Retirement, Buy-sell Agreements, Wealth Management, Series 7, Long Term Care Insurance, Mutual Funds, Wealth Accumulation

Education
University of Houston Law Center   1981 — 1983
Doctor of Law (J.D.) cum laude

The University of Texas at Austin   1976 — 1980
Bachelor of Business Administration (B.B.A.), Marketing

Fallsburgh High School

Eric Curialle Eric Curialle Greater New York City Area Details
Eric Curialle's Securevest Financial Group Experience August 2013 - Present
Job Fixed Income Sales at Securevest Financial Group
Industry Financial Services
Experience
Securevest Financial Group   August 2013 - Present
R. Seelaus & Co., Inc.   October 2012 - July 2013

Skills
Financial Analysis, Microsoft Excel, Bloomberg, Microsoft Office, Municipal Bonds, Investments, Fixed Income, Credit, Series 7, Bonds, Sales, Mutual Funds, Securities, Alternative Investments, Wealth Management, Investment Strategies, Asset Allocation, Investment Advisory, Retirement Planning, Uniform Combined State..., Equities, Finance, Trading, Financial Markets

Education
Quinnipiac University - School of Business   2008 — 2012
Bachelor of Science, Finance; Minor in Economics

Westfield High School   2004 — 2008

Sean Blackwell, MBA Sean Blackwell, MBA Greater New York City Area Details
Sean Blackwell, MBA's Securevest Financial Group Experience May 2015 - Present
Job SVP at SecurevestMunicipals
Industry Financial Services
Experience
Securevest Financial Group   May 2015 - Present
R. Seelaus & Co., Inc.   2010 - May 2015
Wellington Management  June 2008 - August 2008
Morgan Stanley  2004 - 2007

Skills
Market Research, Finance, Account Reconciliation, Equities, Investments, Fixed Income, Bloomberg, Portfolio Management, Series 7, Series 63, Investment Strategies, Bloomberg Terminal, Securities, Wealth Management, Bonds, Trading, Asset Allocation

Education
Hagan School of Business- Iona College
MBA, Finance

Iona College
BBA, Finance

Grant Gingery Grant Gingery San Francisco Bay Area Details
Grant Gingery's Securevest Financial Group Experience 2010 - 2011
Job Account Executive at INSZoom
Industry Computer Software
Experience
INSZoom  April 2013 - Present
SharesPost  2011 - February 2012
Securevest Financial Group   2010 - 2011
Oasis Media Corporation   2008 - 2010
Bullhorn  January 2008 - September 2008
Wind River Systems  2005 - 2008
Stone & Youngberg  2002 - 2005
BrassRing  1999 - 2002

Skills
Salesforce.com, Sales, Sales Management, Channel Sales, Brokerage, Enterprise Software, Embedded Software, Lead Generation, Leadership, Fixed Income, Broker-Dealer, Series 7, Series 63, Accounting, CRM, SaaS, Asset Managment, Business, Customer Service, Territory Management, Territory Development, Internet, Account Management, Start-ups, Asset Management, Financial Services, Business Development, Management, Solution Selling

Education
California State University-Chico   1994 — 1997
BS: Business, Option: Accounting

Brian Amadeo Brian Amadeo Greater New York City Area Details
Brian Amadeo's Securevest Financial Group Experience September 2012 - February 2013
Job Sales Manager at OneWire
Industry Financial Services
Experience
OneWire  July 2014 - Present
Alamo Capital  November 2013 - May 2014
The PrinceRidge Group  February 2013 - November 2013
Securevest Financial Group   September 2012 - February 2013
Jefferies & Company  December 2000 - June 2012

Skills
Fixed Income, Hedge Funds, Securities Lending, Bloomberg, Collateral Management, Equities, Series 7, Trading, Bonds, Series 63, Financial Markets, Back Office, Equity Trading, Liquidity Management, Structured Products, ABS, Funding, Credit, Money Market, Secondary Market, Asset Management, MBS, Portfolio Management, Emerging Markets, Settlement, Mutual Funds, Securities, Capital Markets, Finance, Banking, Investments, Financial Services

Education
Missouri Western State University   1996 — 1998

City University of New York-College of Staten Island

University of Missouri-Columbia

holt

Robin Haskel Robin Haskel Greater New York City Area Details
Robin Haskel's Securevest Financial Group Experience September 2014 - Present
Job Senior Vice President Fixed Income Trading and Sales at Securevest Financial Group
Industry Financial Services
Experience
Securevest Financial Group   September 2014 - Present
Jeffrey Matthews Financial Group   October 2009 - September 2014
JB Hanauer  May 1999 - October 2009
Paine Webber  August 1992 - July 1996
Mabon Securities Corp  1989 - 1992
Mabon Nugent   1985 - 1992

Skills
Fixed Income, Bloomberg trading, Customer relations, Retail, Trade Compliance, Alternative Investments, High Yield, Trading, Bloomberg, Customer Service, Series 7, FINRA, Asset Management, Series 63, Structured Products, Equities, Options, CDS, Securities, Investments, Bonds

Education
Cornell University
Bachelor of Science

Clifford Faulkner Clifford Faulkner Greater New York City Area Details
Clifford Faulkner's Securevest Financial Group Experience March 2008 - July 2012
Job Sales Trader at Vandham Securites Corp.
Industry Financial Services
Experience
Vandham Securites Corp.   July 2012 - October 2012
Securevest Financial Group   March 2008 - July 2012
Sound Securities LLC   November 2006 - March 2008
JZS Inc.   January 1995 - November 2006
Adler Coleman & Co.   November 1993 - January 1995
York Securities   January 1990 - November 1993
Robb Peck McCooey  February 1983 - December 1990

Skills
Asset Managment, Bloomberg, Equities, Financial Modeling, Investments, Portfolio Management, Proprietary Trading, Series 7, Trading, Series 63, Securities, Equity Trading, Risk Management, Hedge Funds, Electronic Trading, Asset Management, Financial Markets

Education
Curry College   1975 — 1978
Business and Finance

Robert Parrilla Robert Parrilla Greater New York City Area Details
Robert Parrilla's Securevest Financial Group Experience October 2013 - December 2013
Job CD/Corporate Bond Trader at Capital Guardian LLC
Industry Financial Services
Experience
Capital Guardian LLC  January 2014 - Present
Securevest Financial Group   October 2013 - December 2013
BNY Mellon  April 2012 - August 2013
Pershing, a BNY Mellon company  August 2010 - April 2012
Pershing  October 2007 - July 2010
Casio Inc  February 2007 - August 2007

Skills
Series 7, Series 63, Series 24, Fixed Income, Securities, Bonds, Trading, Bloomberg, Equities, Investments, Options, FINRA, Capital Markets

Education
Monmouth University   2002 — 2006
Finance

Augie Cellitti Augie Cellitti Mendham, New Jersey Details
Augie Cellitti's Securevest Financial Group Experience March 2008 - Present
Job CEO at Securevest Financial Group
Industry Financial Services
Experience
Securevest Financial Group   March 2008 - Present

Skills
Trading, Investments, Equities, Fixed Income, Asset Management, Portfolio Management, Series 7, Financial Markets, Alternative Investments, Hedge Funds, Investment Strategies, Financial Modeling

Education
Ithaca College