United Asset Strategies, Inc.

Description

Address: 377 Oak St, Garden City, NY 11530 Hours: Closed ⋅ Opens 9AM Thu Wednesday9AM–5PMThursday9AM–5PMFriday9AM–5PMSaturdayClosedSundayClosedMonday9AM–5PMTuesday9AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (516) 222-0021Place name: : Category: : : : Website: : : Website: http://www.unitedasset.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 United Asset Strategies, Inc. Posting publicly on the Web Write a review Reviews 3 Google reviews From United Asset Strategies, Inc. Unable to add this file. Please check that it is a valid photo. "United Asset Strategies, Inc. is a fee based independent registered investment advisory firm"

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United Asset Strategies, Inc. Employees

Employee
Years
Job
Industry
Andrew Mencher, MHA Andrew Mencher, MHA New York, New York Details
Andrew Mencher, MHA's United Asset Strategies, Inc. Experience June 2012 - May 2013
Job Specialist, Health Information Managment at North ShoreLIJ Health System
Industry Hospital & Health Care
Experience
North Shore-LIJ Health System  October 2014 - Present
Paylogix  June 2012 - May 2013
United Asset Strategies, Inc.   June 2012 - May 2013
National Football League  August 2011 - June 2012
U.S. Environmental Protection Agency   October 2010 - May 2011
A&E Television Networks  June 2010 - August 2010

Skills
Marketing, Social Media, Project Management, Research, Marketing Strategy, Data Analysis, Press Releases, Web Analytics, Strategic Communications, Blogging, Time Management, Editing, Event Planning, Public Speaking, Social Media Marketing, Market Research, Presentations, Strategy, Management, Healthcare, Healthcare Management, Healthcare Information..., EHR, Allscripts

Education
Hofstra University   2013 — 2015
Master of Healthcare Administration, Health/Health Care Administration/Management, 3.9

The George Washington University - School of Business   2007 — 2011
BBA, Marketing

Linda Scimeca Linda Scimeca East Meadow, New York Details
Linda Scimeca's United Asset Strategies, Inc. Experience November 2009 - Present
Job Pension Coordinator at United Asset Strategies, Inc.
Industry Financial Services
Experience
United Asset Strategies, Inc.   November 2009 - Present
Emerson Reid  February 2006 - November 2009
United Financial Group, Inc.   September 2001 - February 2006

Skills
Insurance, Employee Benefits, Retirement Planning, 401k, Retirement, Health Insurance, Disability Insurance, Term Life Insurance, Long-term Care, Account Management, New Business Development, Strategic Planning, Underwriting, Marketing, Estate Planning, Customer Service

Education
Adelphi University

Jennifer Che Jennifer Che Greater New York City Area Details
Jennifer Che's United Asset Strategies, Inc. Experience May 2014 - July 2014
Job Junior Copywriter at JUICE Pharma Worldwide
Industry Marketing and Advertising
Experience
JUICE Pharma Worldwide  September 2015 - Present
JUICE Pharma Worldwide  June 2015 - September 2015
Tufts University  September 2014 - May 2015
Bustle  January 2015 - January 2015
United Asset Strategies, Inc.   May 2014 - July 2014
East Williston Public Library   September 2008 - August 2011

Skills
Teaching, Nonprofits, Research, Community Outreach, Writing, Editing, Microsoft Office, Public Speaking, Social Media

Education
Tufts University   2011 — 2015
Bachelor's Degree, English Language and Literature, General and Sociology

Royal Holloway, University of London   2013 — 2014
Bachelor's Degree, English Language and Literature, General and Sociology

Matthew DeLorenzo Matthew DeLorenzo Garden City, New York Details
Matthew DeLorenzo's United Asset Strategies, Inc. Experience December 2011 - Present
Job Fixed Income Strategist at United Asset Strategies, Inc.
Industry Financial Services
Experience
United Asset Strategies, Inc.   December 2011 - Present
United Asset Strategies, Inc.   August 2009 - November 2011
United Asset Strategies, Inc.   January 2008 - August 2009
Dewey & LeBoeuf LLP  June 2007 - December 2007
Dewey Ballantine LLP  2006 - 2006
Mizuho Securities USA  July 2005 - October 2005

Skills
Structured Products, Fixed Income, Equities, Asset Management, ETFs, Bonds, Investments, Asset Managment, Bloomberg, Municipal Bonds

Education
Columbia University in the City of New York   2003 — 2007
Bachelor of Arts (B.A.)

Rich Sajkoski Rich Sajkoski Greater New York City Area Details
Rich Sajkoski's United Asset Strategies, Inc. Experience February 2011 - Present
Job Portfolio Manager at United Asset Strategies, Inc
Industry Financial Services
Experience
United Asset Strategies, Inc.   February 2011 - Present
Citibank  June 2006 - June 2011
Citibank  2006 - 2008
David Lerner and Associates   January 1993 - July 2005
CIBC Oppenheimer  October 1991 - December 1992

Skills
Series 7, Risk Management, Series 63, Portfolio Management, Equities, Investments, Fixed Income, Asset Managment, Financial Modeling, Business Development, Strategic Planning, Team Building, Wealth Management, Process Improvement, Business Strategy, Sales, Series 24

Education
United States Military Academy at West Point   1980 — 1984
Bachelor of Science (BS), Economics

Lee DeLorenzo, CFP®, QPA, CPWA® Lee DeLorenzo, CFP®, QPA, CPWA® Greater New York City Area Details
Lee DeLorenzo, CFP®, QPA, CPWA®'s United Asset Strategies, Inc. Experience April 1992 - Present
Job President at United Asset Strategies, Inc.
Industry Financial Services
Experience
United Wealth Planning, Inc.   April 2015 - Present
United Asset Strategies, Inc.   April 1992 - Present
United Financial Group, Ltd.   June 1979 - Present
United Retirement Consultants, Inc.   January 2008 - Present

Skills
Investment Advisory, Financial Planning, Investments, 401k, Retirement Planning, Estate Planning, Employee Benefits, Strategic Financial..., Tax Efficient Investing, Alternative Investments, Asset Allocation, Equities, Financial Advisory, Fixed Annuities, Fixed Income, Pensions, Retirement, Wealth Management

Education
Univserity of Chicago - Booth School of Business   2013 — 2013
CPWA(R), Wealth Management

Adelphi University   1983 — 1984
CFP, Financial Planning

Kasia Cichon Kasia Cichon Greater New York City Area Details
Kasia Cichon's United Asset Strategies, Inc. Experience February 2010 - Present
Job Administrative Assistant/Receptionist at United Asset Strategies, Inc.
Industry Financial Services
Experience
United Asset Strategies, Inc.   February 2010 - Present
Nassau Community College  September 2010 - December 2013
Language Center at Nassau Community College   February 2006 - November 2011

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, Research

Education
Nassau Community College   2006 — 2009
AAS, Liberal Arts

   1997 — 2002
Masters, History

Thomas Laviano Thomas Laviano Kings Park, New York Details
Thomas Laviano's United Asset Strategies, Inc. Experience May 2013 - Present
Job Portfolio Manager at United Asset Strategies, Inc.
Industry Financial Services
Experience
United Asset Strategies, Inc.   May 2013 - Present
United Asset Strategies, Inc.   August 2012 - May 2013
United Asset Strategies, Inc.   May 2012 - August 2012
Ultimate Health Outcomes   October 2011 - August 2012
Charles Schwab  April 2006 - July 2010
Edward Jones  May 2004 - April 2006
Ultimate Health Outcomes   August 1999 - May 2004

Skills
Equities

Education
Dowling College   2011 — 2012
MBA, Corporate Finance

Adelphi University   1998 — 1999
MA, Physical Education

State University of New York College at Cortland   1996 — 1998
BS, Physical Education