Resumes
Resumes
Senior Vice President And Investments
View pageLocation:
401 Franklin Ave, Garden City, NY 11530
Industry:
Financial Services
Work:
New York Wealth Management, an Independent Firm - Garden City, New York 11530 since Jul 2010
Accredited Wealth Management Advisor / Senior Vice President with New York Wealth Management
Bayside - Whitestone Lions Club - Bayside - Whitestone, Queens, New York, USA since Jun 2010
First Vice President
The Corinthians Jan 2010 - Sep 2010
Annual Cruise Paymaster, 2008, 2010
Little Neck Douglaston Memorial Day Parade - Little Neck, NY 11362 2010 - 2010
Treasurer
Janney Montgomery Scott LLC Oct 1998 - Jul 2010
First VP/Wealth Management
Accredited Wealth Management Advisor / Senior Vice President with New York Wealth Management
Bayside - Whitestone Lions Club - Bayside - Whitestone, Queens, New York, USA since Jun 2010
First Vice President
The Corinthians Jan 2010 - Sep 2010
Annual Cruise Paymaster, 2008, 2010
Little Neck Douglaston Memorial Day Parade - Little Neck, NY 11362 2010 - 2010
Treasurer
Janney Montgomery Scott LLC Oct 1998 - Jul 2010
First VP/Wealth Management
Education:
College for Financial Planning - University of Pennsylvania - The Wharton School 2008 - 2008
AWMA, financial planning Queensborough Community College 1977 - 1978
AWMA, financial planning Queensborough Community College 1977 - 1978
Skills:
Retirement
Wealth Management
Investment Strategies
Securities
Strategic Financial Planning
Financial Advisory
Mutual Funds
Wealth
Portfolio Management
Financial Services
Financial Planning
Uniform Combined State Law
Series 7
Investment Advisory
Financial Planners
Insurance
Asset Allocation
Estate Planning
Iras
Etfs
Series 63
Published Author
Retirement Planning
Investments
Historical Restoration
Series 24
Experienced Sailor
Patriot
Wealth Management
Investment Strategies
Securities
Strategic Financial Planning
Financial Advisory
Mutual Funds
Wealth
Portfolio Management
Financial Services
Financial Planning
Uniform Combined State Law
Series 7
Investment Advisory
Financial Planners
Insurance
Asset Allocation
Estate Planning
Iras
Etfs
Series 63
Published Author
Retirement Planning
Investments
Historical Restoration
Series 24
Experienced Sailor
Patriot
Interests:
Latin Dancing
Politics
Archaeology
Great Conversations on Business
Current Events and Almost Anything
Sailing
Vacations To Interesting Places
Architecture
Arts and Culture
History
Politics
Archaeology
Great Conversations on Business
Current Events and Almost Anything
Sailing
Vacations To Interesting Places
Architecture
Arts and Culture
History
Certifications:
Accredited Wealth Management Advisor
Wharton Executive Education
Wharton Executive Education