Top Investment Consultants in Greater New York City Area

Ford Gardner, M.Ed

Senior Consultant

Greater New York City Area

Senior Consultant

Property Manager

President, New Product Development || Charitable Fundraising Program Consultant

Small Business Risk Advisor || New Business Development Manager

Managing Director Institutional Sales || Marketing, Underwriting, Operations Manager

Financial Services Brokerage Manager || Retirement Investment Consultant

Owner

Fairfield University

Connecticut College

Washington & Lee University

St. George's School

Recommendations: 6

Mentoring

Management

Team Building

Small Business

Coaching

Leadership

Team Leadership

Customer Service

f****[email protected]

Wesley Holland

Marketing Intern

Greater New York City Area

Marketing Intern

Paid Social Strategist

Buying and Planning Intern

Sales Professional

Customer Success Manager, Data Partnerships

Content and Paid Social Strategist

Solutions Consultant, Enterprise

Senior Consultant, Agency Partnerships | WPP

High-Net-Worth Investment Consultant

New York University - Leonard N. Stern School of Business

Recommendations: 4

James Glasheen III

Investment Consultant

Greater New York City Area

Investment Consultant

Customer Service Representative

Officer Candidate

Career Planning Assistant

Marketing and Public Relations Intern

Orientation Cabinet Member

Taylor University

Hong Kong Baptist University

Recommendations: 3

Samuel Alexander

Senior Investment Consultant

Greater New York City Area

Senior Investment Consultant

SVP, Insurance & Risk Management

Vice President of Branch Operations

Commercial Sales Leader - Northeast

Sales and Business Development Manager

Director Of Commercial Sales

Rowan University

Recommendations: 3

Consumer Lending

Mortgage Lending

Retail Banking

Financial Services

Loan Origination

Banking

Credit Analysis

Credit Unions

s*****@pavesemccormick.com

Monica CFA

Financial Analyst, Investment Banking

Greater New York City Area

Financial Analyst, Investment Banking

Founding Partner

Angel Investor

Director, Social Enterprise Research

Director, Small Cap Sell-Side Research

Investment Consultant

Senior Equity Research Analyst, Internet & Business Services

Equity Research Analyst, Small Cap Emerging Growth Research

Northwestern University - Kellogg School of Management

University of Illinois at Urbana-Champaign

Recommendations: 3

Investment Research

Start-ups

Strategy

Due Diligence

Valuation

Competitive Analysis

Angel Investing

Investor Presentations

Ben CAIA

Associate Director - Equity Manager Research

Greater New York City Area

Associate Director - Equity Manager Research

Vice President - Alpha Research

Investment Consultant

Investment Analyst

Business Development Coordinator

Technology & Administration Solutions

Director - Public Market Equity Manager Research

University of Nottingham

Recommendations: 3

Defined Benefit

Implemented Consulting

Fund Research

Asset Allocation

Pensions

Employee Benefits

Investments

Pension Funds

Kevin Abessi

President

Greater New York City Area

President

Investment Consultant

Regional Manager

Vanderbilt University - Owen Graduate School of Management

Union College

Saddle River Day

Recommendations: 3

Financial Analysis

Derivatives

Equities

Account Management

Bloomberg Terminal

Salesforce.com

Public Speaking

Investments

k****[email protected]

Wes Point

Owner/Publisher

Greater New York City Area

Owner/Publisher

Investment Consultant

Owner/Publisher

Borough of Manhattan Community College

Recommendations: 3

Advertising

Creative Direction

Editing

Film

Entertainment

Social Networking

Music

Media Production

Dilay Altiner, CFA, CAIA

Portfolio Manager

Greater New York City Area

Portfolio Manager

Senior Analyst

Investment Consultant

University of Kentucky

Recommendations: 2

Alternative Investments

Portfolio Management

Asset Managment

Fixed Income

Investments

Equities

Due Diligence

Risk Management

Shawn Martin

Citigold Relationship Manager

Greater New York City Area

Citigold Relationship Manager

Care Pastor

Investment Consultant

Banker

Electrician/ Project manager

Volunteer coordinator

Project manager/ Electrician

Event Coordinator

Electrician/ Project Manager

Electrical Mechanic

University of Phoenix

River Bible Institute, Life Christian University

Recommendations: 2

Series 6

Banking

Mortgage

Insurance

Securities

Commercial Banking

Series 7

Investments

Ndubisi Onuora

Software Developer

Greater New York City Area

Software Developer

IT Alternative Investment Consultant

HR-IT Support Documenter

Software Developer

Product Manager Intern

Software Developer

ETF Journalist

Software Developer/ETF Analyst

MBA Candidate

Massachusetts Institute of Technology

Recommendations: 2

Java

Python

Microsoft Excel

Advent Geneva

Android

Tao Zheng

Principal Scientist

Greater New York City Area

Principal Scientist

Program Manager

Venture Capital Investment Consultant

Research Scientist

PhD Internship

New York University - Leonard N. Stern School of Business

University of Cincinnati

Tsinghua University

Recommendations: 2

R&D

Consumer Products

Product Development

Commercialization

Chemistry

Polymers

Cross-functional Team Leadership

Innovation Management

z****[email protected]

Diane Smola

Associate Partner and Sr. Investment Consultant

Greater New York City Area

Associate Partner and Sr. Investment Consultant

Senior Investment Consultant

Director, Investment Consulting

Associate Director, Investment Consulting

Consultant/Financial Writer

Director, Investment Consulting

Associate Director, Consulting

Senior Vice President

Vice President, Client Services for Institutional Investments

Assistant Vice President

Trinity College-Hartford

University of Hartford

Recommendations: 2

Asset Allocation

Defined Benefit

Defined Contribution

Investments

401k

403 b

Technical Editing

Technical writing

Ruben Rubio II

Chief Operating Officer

Greater New York City Area

Chief Operating Officer

Finance & Strategy Analyst

MBA consultant

MBA specializing in Finance and Marketing

MBA consultant

Finance and Operations Manager

Market Analyst Officer

Investment Consultant

Research Consultant (Project-based)

University of Pennsylvania - The Wharton School

Hult International Business School

University of Asia and the Pacific

Marist School

Jose Abad Santos Memorial School

Recommendations: 1

Team Leadership

Microsoft Excel

Business Strategy

Microsoft Office

Financial Analysis

Market Research

Research

PowerPoint

Adrian Schwartz

Investment Consultant

Greater New York City Area

Investment Consultant

Owner

Business Development Specialist

Financial Solutions Advisor

Financial Advisor

Sales Information Management & Ops Analyst

Staff Accountant

Rutgers, The State University of New Jersey-Rutgers Business School

Rutgers University-New Brunswick

Recommendations: 1

Competitive Analysis

Analysis

Strategy

Financial Analysis

Management

Budgets

Business Intelligence

Finance

Tom Donegan

Investment Consultant

Greater New York City Area

Investment Consultant

Chief Operating Officer

Tax Examiner

Adelphi University

State University of New York College at Geneseo

State University of New York College at Potsdam

Recommendations: 1

Performance Measurement

Visual Basic

Financial Analysis

Excel

Strategic Planning

Process Improvement

Operations Management

Microsoft Office

d*****@optonline.net

t*****@dahab.com

Arthur Crist

VP, Market Sales Manager

Greater New York City Area

VP, Market Sales Manager

Branch Relationship Officer

Financial Specialist

Investment Consultant

Registered Representative / Client Services

University of Scranton

Recommendations: 1

Series 7

Loans

Financial Analysis

Investments

Series 66

Series 63

Relationship Management

Banking

Primitivo (Primo) Iglesias

Managing Director Latin America

Greater New York City Area

Managing Director Latin America

Regional Sales Director, V.P. HSBC Securities

EVP, Investment Sales Director

Senior Investment Consultant

Branch Manager

Forex Trader

American Institute of Banking

Queensborough Community College

Recommendations: 1

Cash Management

International Relations

Telecommunications

ETFs

Building Relationships

Sales Management

Business Development

Relationship Management

p****[email protected]

Nicholas Keyes, CFA, CAIA

Director of New Business Development

Greater New York City Area

Director of New Business Development

Client Service & Sales

Investment Banker

Investment Consultant

Bowdoin College

Belmont Hill School

Charles River School

Recommendations: 0

New Business Development

Product Development

Portfolio Management

Financial Modeling

Banking

Asset Allocation

Investments

Hedge Funds

Alyssah Mohammed

Internal Investment Consultant

Greater New York City Area

Internal Investment Consultant

Mutual Fund and Separate Accounts Internal Wholesaler

Financial Professional

Stony Brook University

Recommendations: 0

Mutual Funds

Microsoft Office

Investments

Financial Analysis

Risk Management

Business Analysis

Marketing

Analysis

Steven Pines

Senior Vice President

Greater New York City Area

Senior Vice President

Director of Business Development, Institutional Sales

Senior Investment Consultant

Marketing Associate

Investment Consultant

DePaul University - Charles H. Kellstadt Graduate School of Business

University of Wisconsin-Madison

Homewood-Flossmoor

Recommendations: 0

Institutional Clients

Direct Sales

Marketing Strategy

Canada

Asset Allocation

Investment Strategies

Investment Advisory

Public Speaking

Grant Bughman

Executive Director, Senior Equity Strategist

Greater New York City Area

Executive Director, Senior Equity Strategist

Investment Consultant

Internal Wholesaler

Financial Consultant

James Madison University

Recommendations: 0

Mutual Funds

Asset Allocation

Series 7

Alternative Investments

Asset Managment

Investments

Equities

Separately Managed Accounts

g****[email protected]

Jason De Jesus

Research Analyst

Greater New York City Area

Research Analyst

Investment Consultant, Investment Advisory Sales Team

Assistant Vice President

Research Associate

Columbia University - School of International and Public Affairs

Hamilton College

University of Sussex

Hunter

Recommendations: 0

Investments

Portfolio Management

Equities

Wealth Management

Mutual Funds

Asset Allocation

Investment Strategies

Investment Advisory

Anna Carlucci

Consultant Services

Greater New York City Area

Consultant Services

Family Sabbatical

Vice President, Senior Portfolio Manager

Vice President/Client Service & Consultant Relations

Vice President, Investment Consultant

Senior Investment Analyst/Associate Fund Manager

Certified Financial Planner Program

Vice President, Portfolio Manager

Vice President, Senior Portfolio Manager

Iona College

Mercy College

Recommendations: 0

Asset Allocation

Portfolio Construction & Analysis

Risk Management

Fund of Funds Management

Institutional Pension Consultant

Marketing

Strategic Partnership Development

Consultative Selling

Daniel Devine

Investment Consultant

Greater New York City Area

Investment Consultant

Duxbury High School

Fordham University

Recommendations: 0

Hedge Funds

Asset Management

Financial Analysis

Analysis

Bloomberg

Equities

Equity Research

Alternative Investments

Peter Testani

Investment Consultant

Greater New York City Area

Investment Consultant

Hofstra University

Herricks High School

Recommendations: 0

Series 7

Series 63

Mortgage Banking

Customer Service

Financial Planning

Investment Advisory

Italian

Customer Relations

Stephanie Fontini

Investment Consultant

Greater New York City Area

Investment Consultant

Relationship Manager

Financial Representative

Marketing

Business Development

Rutgers, The State University of New Jersey - Rutgers Business School

The College of New Jersey

Florence University of the Arts

Indiana University Bloomington

Recommendations: 0

Financial Services

Series 7

Series 66

Analysis

Business Strategy

Marketing

Business Development

Management

Joseph Pagliarulo

Investment Consultant

Greater New York City Area

Investment Consultant

Financial Representative

Investment Associate

Fairleigh Dickinson University-Florham Campus

Kinnelon High School

Recommendations: 0

Leadership

Investments

Finance

Management

Strategic Financial...

Financial Services

Financial Analysis

Brian Carlin

Associate and Vice President

Greater New York City Area

Associate and Vice President

Managing Director, Global Wealth Management

CEO

Managing Director, Global Head of Fixed Income, Currencies & Commodities, Global Wealth Management

CFO

Managing Director, Global Head of Fixed Income, Private Bank

Investment Consultant

Associate and Vice President

Georgetown University

American University

spring valley high school

Recommendations: 0

Investment Banking

Capital Markets

Prime Brokerage

Equity Derivatives

Electronic Trading

ABS

Valuation

Fixed Income

c****[email protected]

Gordon Silvera

Investment Consultant Intern

Greater New York City Area

Investment Consultant Intern

Senior Data Scientist

Analytics Advisor

Co-Owner

Retention Analytics Lead

Associate Data Analyst

Revenue Analyst, Business Strategy

Data Scientist

Senior Manager, Analytics

Senior Data Analyst

Revenue Manager, Business Strategy

Dartmouth College

Holy Innocents' Episcopal School

Recommendations: 0

Customer Insight

Market Research

Analytics

Data Mining

SAS

Segmentation

Predictive Modeling

Analysis

g****[email protected]

Jocelyn Ling Malan

Associate, Venture Development

Greater New York City Area

Associate, Venture Development

Advisor/ Co-Founder

Investment Consultant - Healthcare and Education

Fall Portfolio Investment Associate

Portfolio Analyst

The University of British Columbia

Recommendations: 0

Venture Capital

Business Strategy

Market Research

Impact Investing

Social Entrepreneurship

Business Analysis

Financial Analysis

Due Diligence

m*****@jocelynling.com

Stacy Feldman

Operations Manager

Greater New York City Area

Operations Manager

Founder

Associate

Vice President

Consultant

Investment Consultant

Associate Intern

Paralegal / Lease Analyst

Sales Assistant

New York University - Leonard N. Stern School of Business

New York University

Recommendations: 0

Marketing

Competitive Analysis

Marketing Strategy

Retail

Financial Modeling

Due Diligence

Real Estate

Analysis

s*****@innovationdept.com

Mike Alexander

Regional Director- New England

Greater New York City Area

Regional Director- New England

National Sales Desk Manager

Senior Internal Investment Consultant

Internal Investment Consultant

Villanova University

Delbarton School

Recommendations: 0

Asset Allocation

Asset Management

Capital Markets

Michael Wroblewski

Portfolio Management Intern

Greater New York City Area

Portfolio Management Intern

Graduate

Strategic Partnerships

Sr. Investment Consultant

Account Executive, Partnerships

Internship

Social Studies Teacher

Loyola University Maryland

Delbarton School

Recommendations: 0

Microsoft Excel

Microsoft Word

Public Speaking

Microsoft Office

Leadership

Finance

Financial Analysis

Analysis

Michael AWMA®

Executive Vice President & Senior Wealth Manager

Greater New York City Area

Executive Vice President & Senior Wealth Manager

Senior Investment Consultant

Towson University

College for Financial Planning

Recommendations: 0

Wealth Management

Investments

Personal Financial Planning

Portfolio Management

Financial Analysis

Finance

Economic Research

Leadership

Laura Edgerton

Vice President, US Corporate Banking

Greater New York City Area

Vice President, US Corporate Banking

VP; Junior Banker, Corporate & Investment Banking

VP, Corporate Banking Product Business Manager

AVP, Product Delivery Associate (MBA Leadership Program)

Investment Consultant Intern

University of South Carolina - The Moore School of Business

University of North Carolina at Chapel Hill

Recommendations: 0

Treasury Management

Relationship Management

l****[email protected]

Zarina Kosinovsky

Senior Investment Strategist | Senior Consultant, Portfolio Investments & Asset Allocation

Greater New York City Area

Senior Investment Strategist | Senior Consultant, Portfolio Investments & Asset Allocation

Director of Investments I Senior Investment Strategist

Insitutional Investment Consultant

Director of Retirement Plan Investments | Chief Investment Officer

Management Level Investment Analyst

Associate, Investment Banking / Structured Products

THE UNIVERSITY OF CHICAGO - BOOTH SCHOOL OF BUSINESS

INSEAD

UNIVERSITY OF ILLINOIS AT URBANA-CHAMPAIGN

Recommendations: 0

CIO

Portfolio Management

Asset Management

Investment Management

Investments

Investment Research

Investment Manager...

Manager Due Diligence

z****[email protected]

Marc DeCuffa

Financial Advisor, VP - Investments

Greater New York City Area

Financial Advisor, VP - Investments

Financial Advisor

Internal Director - Intermediaries, Northeast

AVP, Associate Regional Investment Consultant

Investment Specialist

Under Writer

Lead Funding Specialist

State University of New York at Albany

Horace Greeley High School

Recommendations: 0

Todd Toro

Wealth Management Advisor I Individual Advisory Services

Greater New York City Area

Wealth Management Advisor I Individual Advisory Services

Vice President - Financial Solutions Advisor

Investment Consultant

Financial Advisor

Intern

Rutgers, The State University of New Jersey-New Brunswick

Recommendations: 0

Investments

Portfolio Management

Wealth Management

Strategic Financial Planning

Finance

Asset Allocation

Strategy

Financial Services

t****[email protected]

Anna Danilova

Vice President Store Manager 2

Greater New York City Area

Vice President Store Manager 2

Vice President - Financial Advisor

Investment Consultant

Small Business Specialist/ Licensed Personal Banker

Investment Advisor/Mutual Fund Trader

Financial Analyst / Mutual Fund Analyst

University of Utah - David Eccles School of Business

University of Utah

Recommendations: 0

Mutual Funds

Uniform Combined State...

Series 7

Series 63

Fixed Income

Investments

Series 66

Options Strategies

Jared Getchonis

Senior Examiner

Greater New York City Area

Senior Examiner

Investment Consultant

University at Buffalo

Recommendations: 0

Series 7

Series 63

David CFA

Partner, Senior Investment Consultant

Greater New York City Area

Partner, Senior Investment Consultant

Director of Consulting Services

Research Associate

New York University - Leonard N. Stern School of Business

University of Michigan

Recommendations: 0

Investments

Asset Allocation

Alternative Investments

Strategy

Institutional Investments

Investment Management

Investment Strategies

Asset Management

Francis N DeCapua III

Managing Director

Greater New York City Area

Managing Director

Operations Director

Commercial Investment Consultant

Global Market Sales

Senior Account Executive

SCSU

Southern Connecticut State University

Recommendations: 0

Contract Negotiations

Customer Relations

New Business Development

Sales Operations

Solution Selling

Competitive Analysis

Adam Friedman, CIMA, CAIA

Sales Manager

Greater New York City Area

Sales Manager

South Central Internal Divisional Manager

Southeast Divisional Leader

Senior Internal Investment Consultant

Financial Representative

Syracuse University - Martin J. Whitman School of Management

Recommendations: 0

Series 7

Mutual Funds

Investments

Finance

Financial Advisory

Retirement

Ramy sukarieh

Risk Officer

Greater New York City Area

Risk Officer

Senior Associate - Consultant

Quantitative Research Consultant

Investment Consultant (based in NYC)

Assistant Vice President

Business Analyst

Stony Brook University

New York University

Boston University

Brandeis University

Lebanese University - Faculty of Sciences

Recommendations: 0

Fixed Income

Portfolio Management

Equities

Hedge Funds

Valuation

Options

Investments

Market Risk

e****[email protected]

Stephen DeGrazia

Sales Manager

Greater New York City Area

Sales Manager

Senior Associate

Sales

Council Member

Jones Beach Amphitheater Boat Crew

Sales Manager

Director of Recreation

Senior Investment Consultant

Founder

Franklin & Marshall College

Recommendations: 0

Series 7

Wealth Management

Personal Financial Planning

Asset Management

Music Business

Excel Models

Business Development

Start-ups

Rashid CAIA

Senior Director of Sanofi Pension Advisory

Greater New York City Area

Senior Director of Sanofi Pension Advisory

Senior Investment Consultant

Senior Associate

Associate

Analyst

Columbia University in the City of New York

Recommendations: 0

Danielle Singer, CFA

Senior Client Portfolio Manager, Multi Asset

Greater New York City Area

Senior Client Portfolio Manager, Multi Asset

Strategist, Global Investment Solutions

Account Manager, Director

Internal Investment Consultant

Sr. Registered Client Service Associate

Client Service Administrator

Financial Advisor

The University of Chicago - Booth School of Business

Middlebury College

The Chapin School

Recommendations: 0

Asset Managment

Mutual Funds

Series 7

Fixed Income

Equities

Asset Allocation

Portfolio Management

Investments

William Batiste

Investment Consultant

Greater New York City Area

Investment Consultant

Consultant

Analyst

Pace University-Pleasantville/Briarcliff Campus

Recommendations: 0

Asset Allocation

Alternative Investments

Financial Modeling

Investments

Asset Managment

Portfolio Management

Insurance

Valuation

w****[email protected]

David P. Castro

Senior Internal Investment Consultant

Greater New York City Area

Senior Internal Investment Consultant

Sr. Relationship Manager--VP

Sr. Relationship Manager VP

Relationship Manager--VP

Relationship Manager

Financial Advisor

William Paterson University of New Jersey

St. Joseph Of The Palisades High School

Recommendations: 0

Daniel Backman

Investment Sales Specialist

Greater New York City Area

Investment Sales Specialist

Investment Consultant

Wealth Management Advisor

Regional Sales Consultant

Senior Compliance Consultant

University of New Haven

Recommendations: 0

Retirement Planning

Retirement

Fixed Annuities

Mutual Funds

Investments

Strategic Financial Planning

Series 7

IRAs

Alexander Holman

Product Manager

Greater New York City Area

Product Manager

Manager - Real Estate Financial Analytics - Occupier and Investor Services

Real Estate Consultant

Real Estate Investment Consultant

Real Estate Investment Analyst & Operations Manager

Vanderbilt University

Recommendations: 0

VBA

Excel Models

Visual Basic

Real Estate Development

Valuation

Financial Modeling

Real Estate

Due Diligence

Vidur Mehra

Senior Investment Consultant

Greater New York City Area

Senior Investment Consultant

Investment Consultant

Actuarial Analyst

Ohio Wesleyan University

Recommendations: 0

Actuarial Science

Defined Benefit

Investments

Pension Funds

Pensions

ALM

Asset Allocation

Retirement

v****[email protected]

Justin CFA

Senior Client Relationship Manager

Greater New York City Area

Senior Client Relationship Manager

Vice President - Institutional Client Coverage

Research Analyst

Director, Institutional Portfolio Specialist

Institutional Sales and Marketing

Investment Consultant

Specialist

University of Colorado

Recommendations: 0

Asset Management

Hedge Funds

Investment Strategies

Due Diligence

Investments

Equities

Fixed Income

Client Service

Anthony Vela

Vice President, Client Services

Greater New York City Area

Vice President, Client Services

Marketing Director

Senior Vice President

Vice President

Senior Product Manager

Investment Consultant

Outbound Telemarketing

Drew University

Recommendations: 0

SEM

Email Marketing

Lead Generation

SEO

Local Search

Marketing

Product Management

Direct Mail

Jason FRM

Investment Consultant

Greater New York City Area

Investment Consultant

AP Team Lead

Account Manager

Columbia University - Columbia Business School

University of Maryland

Recommendations: 0

Financial Modeling

Financial Analysis

Investments

Asset Allocation

Pensions

Investment Management

Due Diligence

Investment Strategies

Steven Vitoratos

Investment Consultant

Greater New York City Area

Investment Consultant

Wealth Management Advisor

Wealth Managment Advisor

Wealth Management Advisor

Licensed Personal Banker

State University of New York College at Old Westbury

Recommendations: 0

Wealth Management

Series 7

Series 66

NYS Life and Health Insurance License

Political Economy

Client Presentation

Client Aquisition

Advising Clients

John Regina

Vice President, Investment Consultant

Greater New York City Area

Vice President, Investment Consultant

Sr. Managing Director

Vice President Investment Managment

Senior Securities Analyst

Internal Sales

Fairfield University

Coastal Carolina University

Recommendations: 0

Shao Chenjie

Research and Teaching Assistant

Greater New York City Area

Research and Teaching Assistant

Risk Modeler Summer Intern

Summer Investment Consultant

Quantitative Analyst

Stevens Institute of Technology

Recommendations: 0

Java

Matlab

C++

Quantitative Finance

Financial Modeling

Data Analysis

h*****@yahoo.cn

Randy Efron, CPA

Vice President, Real Estate Debt Originations

Greater New York City Area

Vice President, Real Estate Debt Originations

Real Estate Investment Sales Broker

Hospitality Real Estate Investment Consultant

Real Estate Debt Originations

Vice President, Hospitality Acquisitions & Asset Management

Residential Real Estate Investing

Accountant

New York University

University of South Florida

Recommendations: 0

Investors

Asset Management

Asset Managment

Finance

Financial Modeling

Investments

Leases

Cash

Bill CIMA®

Director

Greater New York City Area

Director

Investment Platform Division

Director, Institutional and Investment Platforms

Investment Consultant

New York University - Leonard N. Stern School of Business

Monmouth University

Recommendations: 0

w****[email protected]

Shawn Ning

Associate

Greater New York City Area

Associate

Investment Consultant

Board Member / Co-founder

Trader

Private Equity Analyst

Cornell University

New York University

Recommendations: 0

Matlab

VBA

C++

SQL

Statistics

Monte Carlo Simulation

Quantitative Analytics

Amit Chopra CFP®

Senior Investment Consultant

Greater New York City Area

Senior Investment Consultant

SUNY Plattsburgh

SUNY Empire State College

Recommendations: 0

Investment Strategies

Series 65

Investment Advisory

ETFs

Series 7

Mutual Funds

Wealth Management

Series 63

a*****@garygoldberg.com

Taylor Kiviat

Intern

Greater New York City Area

Intern

Investment Analyst, Endowment

Graduate Consultant

VP, Portfolio Manager

Board Member

Summer Intern, Investments

Asset Management Intern

Investment Consultant

Long Term Project Consultant

The George Washington University - School of Business

London School of Economics and Political Science

Recommendations: 0

t****[email protected]

Andrew Kramer, CFA

Client Services - Retirement Plans

Greater New York City Area

Client Services - Retirement Plans

Institutional Sales - Wealth & Asset Management

Director of Investment Marketing

Senior Investment Consultant

Investment Consultant

Financial Analyst

Pace University

University of Maryland College Park

Recommendations: 0

CFA

Asset Management

Marcello Follano

Fund Manager

Greater New York City Area

Fund Manager

Sr. Investment Consultant

Registered Representative

Recommendations: 0

Private Equity

Microsoft Office

Microsoft Excel

Customer Service

Microsoft Word

PowerPoint

Value Selling

Team Leadership

Sandy Chotai

Director

Greater New York City Area

Director

Portfolio Manager

Executive Director

Principal

Investment Consultant

London School of Economics and Political Science

Faculty and Institute of Actuaries

Recommendations: 0

Hedge Funds

Alternative Investments

Equities

Investment Strategies

Asset Managment

Asset Allocation

Portfolio Management

Commodity

c****[email protected]

Bozena Szkudlarski

Investment Consultant

Greater New York City Area

Investment Consultant

Senior Investment Associate

Investment Risk Associate

Manager

Associate Manager

Equity Analyst

Rutgers Business School

Recommendations: 0

Investments

Bloomberg

Portfolio Management

Financial Analysis

Risk Management

Equities

Fixed Income

Management

Matthew Shane

Head of Commercial Division

Greater New York City Area

Head of Commercial Division

Account Manager

Investment Consultant

Sales Representative

Contractor

Farmingdale State College

Kennedy High School

Recommendations: 0

Sales

Investments

Real Estate Transactions

Investment Properties

Sales Management

Sales Operations

Team Leadership

Finance

Amanda Krummenacker

Investment Consultant

Greater New York City Area

Investment Consultant

Private Client Specialist

Financial Representative

Sales Associate

Optometrist's Assistant

Financial Services Intern

Molloy College

Siena College

Siena Italian Studies

Commack High School

Recommendations: 0

Bruce Thomsen

Senior Account Executive- Corporate at Yext, Inc.

Greater New York City Area

Senior Account Executive- Corporate at Yext, Inc.

Co-Owner

Senior Consultant Recruiter- Health Care

Investment Consultant

Director of Sales Used Boat Division

University of Denver - Josef Korbel School of International Studies

University of Denver - Daniels College of Business

Recommendations: 0

Johanna Imhof, MBA, AIF®

Vice President, Senior Premier Relationship Manager

Greater New York City Area

Vice President, Senior Premier Relationship Manager

Investment Consultant

Business Management Analyst

International Securities Analyst

Relationship Manager

International Junior Private Banker

Financial Analyst

New York University

Freie Universität Berlin

Cannon Financial Institute

Recommendations: 0

Private Wealth...

Securities

Hedge Funds

Fixed Income

Banking

Insurance

Financial Planning

Alternative Investments

Hernando Paredes, CFP®

Financial Consultant

Greater New York City Area

Financial Consultant

Investment Consultant

Senior Investment Counselor

Investment Counselor

Financial Advisor

Regional Recruiter

Stockton University

Fairleigh Dickinson University

Recommendations: 0

h****[email protected]

Andrew Coupe

Senior Insurance Investment Consultant

Greater New York City Area

Senior Insurance Investment Consultant

Vice President

Conference Group Sales Representative

Teamwear Regional Director

Saint Thomas Aquinas College

University of Cumbria

University of Leeds

Recommendations: 0

Asset Allocation

Insurance

Investments

Analysis

Capital Markets

Risk Management

Nicholas Motola

Investment Consultant

Greater New York City Area

Investment Consultant

University of Miami - School of Business

Recommendations: 0

Asset Management

Investment Advisory

Portfolio Management

Investments

Alternative Investments

Series 7

Mark Tigue

Product & Investment Consultant

Greater New York City Area

Product & Investment Consultant

Regional Sales Associate

Analyst

Ramapo College of New Jersey

Hunterdon Central HS

Recommendations: 0

Series 7

Series 63

Series 65

Bloomberg Terminal

Morningstar Direct

Investment Management

Raymond Richardson, MBA

Business Relations Manager

Greater New York City Area

Business Relations Manager

Innvestor Relations Professional

Investment Banking Generalist

Investment Bakning / Investment Adviser

Independent Consultant

General Manager and Franchise Owner

Senior Banking / Investment Sales Professional

Senior Investment Consultant

Investment Consultant

Investment Advisor

Kaplan Graduate School of Business and Management

Investment Banking Institute, New York, NY

Bernard M. Baruch College (CUNY)

Investment Banking Institute

Recommendations: 0

Business Planning

Business Management

Business Analysis

Business Process

Business Writing

Blogging

New Business Development

Asset Managment

Bobby Trenkle

Internal Investment Consultant

Greater New York City Area

Internal Investment Consultant

Financial Representative

Account Manager

Intern

Stony Brook University

University of Stony Brook - School of Business & School of Economics

Commack High School

Recommendations: 0

Financial Modeling

Investments

Financial Analysis

Management

Sales

CRM

Asset Management

Fixed Income

Michael Banjany

Vice President- Private Client Advisor

Greater New York City Area

Vice President- Private Client Advisor

Assistant Vice President

Brokerage Associate

Financial Advisor

Investment Consultant

Montclair State University

Pace University

Recommendations: 0

Joseph Steccato

Managing Director, Co-Head of Americas Defined Benefit Business

Greater New York City Area

Managing Director, Co-Head of Americas Defined Benefit Business

Managing Director, Region Head - Institutional Advisory and Sales

Executive Director, Region Head - Institutional Advisory and Sales

Executive Director - Institutional Advisory and Sales

Vice President

Investment Consultant

Investment Manager

Iona College

Recommendations: 0

Hedge Funds

Alternative Investments

Equities

Fixed Income

Capital Markets

Bloomberg

Series 63

Portfolio Management

Sasha Agosta

Investment Consultant

Greater New York City Area

Investment Consultant

Financial Advisor

New York University

Recommendations: 0

Michael Lee, CFA

Alternatives, Equity & External Mandates

Greater New York City Area

Alternatives, Equity & External Mandates

Manager, Pension Investments

Vice President, Account Manager – Asset Owners and Investment Consultants – Sales Specialist

Investment Consultant

Senior Investment Analyst - Asset Allocation Specialist

Investment Analyst - Asset Allocation Specialist

Benefits Consultant

Actuarial Consultant

Bowdoin College

Woodward Academy

Recommendations: 0

Asset Allocation

Risk Management

Investment Advisory Services

Asset Managment

Investment Strategies

Investment Management

Fixed Income

Derivatives

Robert Cappadora

Investment Consultant

Greater New York City Area

Investment Consultant

Financial Representative

Summer Associate

Tax Preparer

Farmingdale State University of New York

Recommendations: 0

Microsoft Office

Microsoft Excel

PowerPoint

Microsoft Word

Research

Teamwork

Public Speaking

Windows

Randall Marquez

Investment Consultant

Greater New York City Area

Investment Consultant

San Jose State University

Recommendations: 0

Estate Planning

Asset Allocation

Investments

Risk Management

Financial Services

Wealth Management Services

Retirement Planning

Wealth Management

Joseph Mantione

Investment Consultant

Greater New York City Area

Investment Consultant

Financial Services Representative II

New Jersey City University

Recommendations: 0

William Ostruzka

Financial Consultant

Greater New York City Area

Financial Consultant

Investment Consultant

Financial Advisor

Investment Consultant

The University of Connecticut

Recommendations: 0

Investments

Finance

Series 7

Wealth Management

Mutual Funds

Series 63

Retirement Planning

Investment Advisory

w****[email protected]

Frank Baldo

Investment Consultant

Greater New York City Area

Investment Consultant

Financial Professional

Director of Compliance

Investment Consultant/Assistant Branch Manager

University of Bridgeport

University of Rhode Island - College of Business Administration

Recommendations: 0

f****[email protected]

David Bakunas

Regional Vice President

Greater New York City Area

Regional Vice President

Vice President - External Investment Consultant

Senior Internal Investment Consultant

Internal Wholesaler

Financial Services Representative

Monmouth University

Morristown Beard School

Seton Hall University

Recommendations: 0

Cory D'Amato Melchior

Jr. National Accounts Manager

Greater New York City Area

Jr. National Accounts Manager

Sr. Internal Investment Consultant

Multi-national Distribution, Global Development Program Participant

Compliance & Operations Principal

Operations & Retirement Account Maintenance Manager

Ramapo College of New Jersey

Recommendations: 0

c****[email protected]

Stephen Poling

Investment Consultant

Greater New York City Area

Investment Consultant

Regional Relationship Manager

Financial Advisor

Fixed Income Specialist / Investment Advisor

Field Marketer / Sales Representative

Monmouth University

Recommendations: 0

John Weiksnar

Investment Consultant

Greater New York City Area

Investment Consultant

Recommendations: 0

GreenLight Investor

Investments

Risk Management

Prop Trading

Financial Risk

Alternative Investments

Advanced Options...

ETFs

Joe Perillo

Investment Consultant

Greater New York City Area

Investment Consultant

Equity Trader

Operations-Corporate Actions

LeMoyne College

Recommendations: 0

Investments

Equities

Fixed Income

Hedge Funds

Bloomberg

Series 63

Trading

Bonds

Brian Koch

Investment Consultant

Greater New York City Area

Investment Consultant

Regional Investment Consultant

Inside Sales Representative

Vice President; Fixed Income Sales

AVP; Fixed Income Sales

Analyst; Sales Trader

Dartmouth College

Rye High School

Recommendations: 0

Paul Giovanniello

Investment Consultant

Greater New York City Area

Investment Consultant

Regional Vice President

Boston College

Recommendations: 0

Investments

Separately Managed Accounts

Asset Management

Equities

Portfolio Management

Mutual Funds

Alternative Investments

Wealth Management

p****[email protected]

Jan Friedman

Portfolio Administrator Private Wealth Group

Greater New York City Area

Portfolio Administrator Private Wealth Group

Client Relationship Manager

Investment Consultant

Binghamton University

Ramapo Senior High School

Recommendations: 0

Superior Interpersonal and Client Relationship Building Skills

Investments

Outstanding Telephone and Written Communication Skills

Exceptional Organizational and Time Management Skills

Financial Services

Marketing

Proficient in Outlook, MS Word and Excel

CRM

Frank Johnson, CLU, CLTC

Regional Vice President

Greater New York City Area

Regional Vice President

Regional Sales Manager

Area Insurance Specialist

Investment Consultant

Sales Manager

State University of New York College at Oswego

Recommendations: 0

Insurance

Series 6

Investments

Fixed Annuities

Life Insurance

Financial Planners

Management

Financial Advisory

f****[email protected]

Matt Northrop

Investment Consultant

Greater New York City Area

Investment Consultant

Central Relationship Manager

Financial Advisor

Director of Strategic Services

Account Executive

Sr. Account Representative

Account Representative

EMLYON Business School

HEC Montréal

Colorado College

Recommendations: 0

Business Strategy

Social Media Marketing

Digital Strategy

Mutual Funds

Retirement Plan Rollovers and Consolidation

Estate Considerations

529 Plans

Business Retirement Plans