Top Wealth Advisors in Greater New York City Area
Ronald Holtz
Vice President
Greater New York City Area
Vice President
Director - Wealth Management
Senior Vice President | Business Development
Principal | Managing Director
Managing Director | Regional Manager
Area Investment Manager - Uptown Manhattan East and West
First Vice President Wealth Management, Area Investment Manager
Area Investment Manager
First Vice President Wealth Management
Vice President
Vice President
Branch Manager and Branch Sales Manager
Vice President
Financial Advisor / Wealth Advisor
Chairman & CEO
Vice President-National Sales and Marketing
New York University
University at Buffalo
Whittier College of Law
Recommendations: 9
Investments
Series 24
Mutual Funds
Retirement Planning
Series 7
Wealth Management
Equities
Series 63
r****[email protected]
Michael Weinberg
Citigold Relationship Banker
Greater New York City Area
Citigold Relationship Banker
Wealth Advisor
Senior Banker
Recommendations: 7
Series 7
Series 63
series 66
series 55
NYS Ins
FINRA
Equities
Credit Analysis
m****[email protected]
Dean D. DelTosta
Principal
Greater New York City Area
Principal
Vice President - Senior Wealth Advisor
Vice-President
Director
Vice-President, Institutional Sales
Institutional Equity Finance Sales
Senior TFI Marketing Specialist
Fordham Gabelli School of Business
Fairleigh Dickinson University
Greenwich High School
Recommendations: 5
Wealth Management
Fixed Income
Marketing Strategy
Investments
Investment Strategies
Sales Process
Alternative Investments
Asset Allocation
d****[email protected]
Scott A. Salisbury
Senior Vice President - Wealth Advisor
Greater New York City Area
Senior Vice President - Wealth Advisor
Managing Director - Wealth Management
Managing Director - Portfolio Manager
Managing Director - Family Wealth Relationship Manager
Vice President - Portfolio Manager
Vice President - Client Account Manager
Controller
Columbia Business School
Tulane University
Cardinal Newman
Recommendations: 2
Wealth Transfer
Asset Allocation
Wealth Management
Investments
Wealth Management Services
Investment Management
Investment Advisory Services
Estate Planning
s****[email protected]
s****[email protected]
Jonathan Justice
SVP, Private & Institutional Client Advisor
Greater New York City Area
SVP, Private & Institutional Client Advisor
SVP, Wealth Advisor
VP, Financial Advisor
VP, Trusts, Estates & Appraisals
English & History Teacher, Lacrosse Coach
Press Writer, Regional Field Director
Assistant to the Producer
Recommendations: 2
New Business Development
Relationship Management
Investment Advisory
Asset Allocation
Client Acquisition
Wealth Management
Business Development
Credit
j****[email protected]
Jane Newton
Managing Partner and Wealth Advisor
Greater New York City Area
Managing Partner and Wealth Advisor
Vice President
New York University - Leonard N. Stern School of Business
Tufts University
Recommendations: 2
Financial Services
Finance
Investment Banking
Management
Investments
Portfolio Management
Equities
Asset Management
j****[email protected]
Brandon Marinelli
Founding Partner | Registered Principal | Wealth Advisor
Greater New York City Area
Founding Partner | Registered Principal | Wealth Advisor
Wealth Advisor
Wealth Advisor
Central Connecticut State University
Recommendations: 1
Wealth
Securities
Investments
Financial Advisory
Wealth Management
Retirement Planning
Investment Strategies
Financial Services
m****[email protected]
Jonathan Spitalny
Executive Director and Private Wealth Advisor
Greater New York City Area
Executive Director and Private Wealth Advisor
Recommendations: 0
Hedge Funds
Investments
Investment Management
Asset Allocation
Investment Strategies
Alternative Investments
Management
Financial Services
j****[email protected]
Angelo Amitsis
Senior Vice President, Portfolio Management Director, Wealth Advisor
Greater New York City Area
Senior Vice President, Portfolio Management Director, Wealth Advisor
Rutgers, The State University of New Jersey-New Brunswick
Rutherford High School
Recommendations: 0
a****[email protected]
Brian CFP®
Senior Vice President/Private Banker
Greater New York City Area
Senior Vice President/Private Banker
Vice President, Private Wealth Advisor
Private Wealth Advisor
Financial Advisor
The University of Connecticut
Recommendations: 0
b****[email protected]
Emmett Towey
Managing Director, Partner - Private Wealth Advisor
Greater New York City Area
Managing Director, Partner - Private Wealth Advisor
Senior Vice President
Senior Vice President
Vice President-Investments
Florida Southern College
Loyola
Recommendations: 0
Fixed Income
Investments
Portfolio Management
Series 7
Hedge Funds
Equities
Series 63
Financial Services
j****[email protected]
Anthony E. Cristiano
First Vice President - Wealth Management
Greater New York City Area
First Vice President - Wealth Management
First Vice President, Corporate Retirement Director & Wealth Advisor
Financial Advisor
Ramapo College of NJ
Recommendations: 0
a****[email protected]
Henry Habgood
Director of Advisory Services
Greater New York City Area
Director of Advisory Services
Vice President, Wealth Advisor
PA/APM
Company Name
Highmount Capital
Trinity College-Hartford
Recommendations: 0
Financial Modeling
Asset Management
Microsoft Office
Valuation
Portfolio Management
Trading
Fixed Income
Equities
h****[email protected]
Sarah Collins
Wealth Advisor
Greater New York City Area
Wealth Advisor
University of Florida - Fredric G. Levin College of Law
University of Florida - Fredric G. Levin College of Law
University of Florida - Warrington College Of Business
Recommendations: 0
Trusts
Tax Law
Tax
Estate Planning
Legal Research
Real Estate
International Tax
Probate Administration
s****[email protected]
Catherine Farley
Vice President & Senior Wealth Advisor
Greater New York City Area
Vice President & Senior Wealth Advisor
Vice President
Vice President
Monmouth University
Northwestern University
Recommendations: 0
Trust Management
Trust Services
Investment Advisory
Asset Allocation
Fiduciary Services
Financial Analysis
Wealth Management Services
Loans
c****[email protected]
Steven Lobasso
Wealth Advisor, First Vice President, Morgan Stanley
Greater New York City Area
Wealth Advisor, First Vice President, Morgan Stanley
State University of New York College at Oneonta
Recommendations: 0
s****[email protected]
Bayard DeMallie
Vice President, Wealth Advisor
Greater New York City Area
Vice President, Wealth Advisor
District Manager
Sales Representative
Kenyon College
Deerfield Academy
Recommendations: 0
b****[email protected]
Alina Montes
Executive Director, Private Wealth Advisor
Greater New York City Area
Executive Director, Private Wealth Advisor
Senior Vice President
Associate Director
Manager
Assistant Vice President
Recommendations: 0
a****[email protected]
Rita Singer
Independent Wealth Advisor
Greater New York City Area
Independent Wealth Advisor
Managing Partner
Trust and Estate Specialist, Wealth Structuring Group
Portfolio Manager, Senior Fiduciary Officer
Finance & Acquisitions
Vice President, Private Banking
NYU School of Law
St John's University School of Law
Temple University
University of Toronto
Recommendations: 0
Estate Planning
Trust Services
Investment management
Commercial Credit Training
Wealth Management
Investment Advisory
Investment Strategies
Mutual Funds
r****[email protected]
John Gianni, MBA, CTFA
Wealth Advisor, Senior Vice President
Greater New York City Area
Wealth Advisor, Senior Vice President
Wealth and Investment Advisor
Vice President - Senior Trust and Fiduciary Specialist
Vice President - Fiduciary Officer
Assistant Vice President
Sr Custody Officer
Wells Fargo Private Bank
Dowling College
Dowling College
Recommendations: 0
Wealth Management
High Net Worth Individuals
Investment Management
Cross Selling
Trust Services
Estate Planning
Investment Advisory
Investments
j****[email protected]
Maria Tanzola
Senior Vice President & Private Wealth Advisor
Greater New York City Area
Senior Vice President & Private Wealth Advisor
Partner
Senior Vice President
Client Advisor
The Wharton School
Cannon Institute of Higher Learning
Moravian College
Recommendations: 0
Wealth Management
Investments
Wealth Management Services
Portfolio Management
Asset Allocation
Estate Planning
Investment Strategies
Alternative Investments
m****[email protected]
Frank Sallo
Wealth Advisor
Greater New York City Area
Wealth Advisor
Financial Services Professional
Financial Services Professional
Rutgers, The State University of New Jersey-New Brunswick
Randolph High School
Recommendations: 0
Wealth Management Services
Entrepreneurship
Strategic Financial Planning
Employee Benefits
Insurance
Investments
Retirement
Financial Advisory
f****[email protected]
Deborah Montaperto
Senior Vice President, Private Wealth Advisor
Greater New York City Area
Senior Vice President, Private Wealth Advisor
Managing Director, Investment Banking
Tufts University
Recommendations: 0
d****[email protected]
Sarah Quinlan
Wealth Advisor Associate
Greater New York City Area
Wealth Advisor Associate
Licensed Banker 2 and Brokerage Associate
Personal Banker 1
Sales Representative
New York University - Leonard N. Stern School of Business
The College of William and Mary - The Mason School of Business
Recommendations: 0
Life Insurance
Series 6
Series 63
Series 65
Notary Public
Account Management
Strategic Financial...
Investments
s****[email protected]
Nancy Daoud
Private Wealth Advisor
Greater New York City Area
Private Wealth Advisor
Manager
University of Connecticut
Recommendations: 0
Retirement Planning
Retirement
Financial Advisory
Finance
Management
Investments
Leadership
Wealth
n****[email protected]
Daniel T. Foran, CFP®, CFS®
Wealth Advisor
Greater New York City Area
Wealth Advisor
Financial Advisor
Financial Advisor
Financial Advisor
Hartwick College
Recommendations: 0
Retirement Planning
Wealth Management
Finance
Mutual Funds
FINRA
Series 7
Series 63
Insurance
d****[email protected]
Carlos Abad
Financial Advisor
Greater New York City Area
Financial Advisor
Wealth Advisor
Financial Planner
University of Medicine and Dentistry of New Jersey
US Army School of Leadership Training
US Army Respiratory
Recommendations: 0
Entrepreneurship
Investments
Start-ups
Strategic Financial Planning
Financial Services
Finance
Sales
Marketing Strategy
c*****@tfsweb.com
Andrew T. Silverman
Wealth Advisor | Senior Vice President | Sports & Entertainment Portfolio Manager at Morgan Stanley|
Greater New York City Area
Wealth Advisor | Senior Vice President | Sports & Entertainment Portfolio Manager at Morgan Stanley|
Wealth Management Advisor
Penn State University
Recommendations: 0
a****[email protected]
Sam Alaoui MS. MBA.
CEO & Senior Wealth Advisor
Greater New York City Area
CEO & Senior Wealth Advisor
CEO
Recommendations: 0
s*****@codacapital.com
Nancy E Cooley
Private Wealth Advisor
Greater New York City Area
Private Wealth Advisor
Advisor, Citi Family Office
Senior Vice President, Wealth Management
Senior Vice President, Investments
University of California, Berkeley
Castilleja School for Girls
Recommendations: 0
n****[email protected]
James (Jim) Hiles
Partner
Greater New York City Area
Partner
Partner
Senior Wealth Advisor
Wealth Management Advisor
National Sales Manager, Senior Vice President
Bucknell University
The American College
Shady Side Academy
Recommendations: 0
Wealth Management
Retirement Planning
Portfolio Management
Investment Advisory
Estate Planning
Asset Allocation
Investments
Alternative Investments
j****[email protected]
Stephen R. Barbera
Senior Vice President - Wealth Management / Wealth Advisor
Greater New York City Area
Senior Vice President - Wealth Management / Wealth Advisor
2nd Vice President - Financial Advisor
Regional Sales Manager
Sales Executive
Stock Broker Assistant
Boston College
Boston College - Wallace E. Carroll Graduate School of Management
Iona Preparatory High School
Recommendations: 0
s****[email protected]
Shane H.Siederman ChFC,RFC®
Wealth Advisor
Greater New York City Area
Wealth Advisor
Partner/owner
The American College
State University of New York Empire State College
Recommendations: 0
s****[email protected]
Eric CAIA
Director of Investment Research & Wealth Advisor
Greater New York City Area
Director of Investment Research & Wealth Advisor
Staff Writer/Editor
Financial Analyst / Advisor
Investment Analyst / Financial Planner
Financial & Business Analyst
CFA Board
CAIA
Boston University
Recommendations: 0
e****[email protected]
Nadine Wong
Executive Director, Family Wealth Dir., Global Sports & Entertainment Dir., Private Wealth Advisor
Greater New York City Area
Executive Director, Family Wealth Dir., Global Sports & Entertainment Dir., Private Wealth Advisor
Columbia University in the City of New York
University of California, Berkeley
Recommendations: 0
n****[email protected]
Susan Hirshman
Finanical Advisor
Greater New York City Area
Finanical Advisor
President - Author, Public Speaker, Practice Management Consultant
Managing Director - Wealth Advisor
Managing DIrector - Wealth Strategist
Senior Manager
City University of New York-Baruch College - Zicklin School of Business
State University of New York at Buffalo - School of Management
Recommendations: 0
s****[email protected]
Richard Weintraub
Vice President
Greater New York City Area
Vice President
Private Wealth Advisor
Executive Vice President
Board Member
Research
Research Analyst
Research Intern & Assistant to Museum Director
University of Vermont
Recommendations: 0
Equities
Hedge Funds
Alternative Investments
Investments
Asset Allocation
Asset Management
Derivatives
Capital Markets
r****[email protected]
Meri Beth Giewat
VP & Fiduciary Specialist
Greater New York City Area
VP & Fiduciary Specialist
SVP & Private Wealth Advisor
VP, Trust Officer
VP & Family Wealth Advisor
VP
Supporter
Board Member
Vice President
Vice President
Vice President
AVP
College for Financial Planning
Marist College
The Sage Colleges - Russell Sage College
Duanesburg Central School
Recommendations: 0
Wealth Management
Estate Planning
Investments
Finance
Portfolio Management
Banking
Due Diligence
Retirement Planning
m****[email protected]
Diane Finnerty
Senior Vice President, Wealth Advisor, Financial Advisor, and International Wealth Advisor
Greater New York City Area
Senior Vice President, Wealth Advisor, Financial Advisor, and International Wealth Advisor
CEO and President
City University of New York-Queens College
Barnard College, Columbia University, New York.
Recommendations: 0
d****[email protected]
Paul Tramontozzi
Wealth Advisor
Greater New York City Area
Wealth Advisor
Arbitrage Trader
Equity Options Specialist
State University of New York at Binghamton
Iona Preparatory
Recommendations: 0
Holistic Financial Planning
Retirement Planning
Life Insurance
Wealth Management
ETFs
Asset Allocation
Options
Equity Derivatives
p****[email protected]
Lyon Polk
Institutional Consulting Director
Greater New York City Area
Institutional Consulting Director
Managing Director, Portfolio Management Director, Private Wealth Advisor
Recommendations: 0
Teresa Principe
Senior Vice President / Senior Wealth Advisor
Greater New York City Area
Senior Vice President / Senior Wealth Advisor
New Media and Technology Council
Junior Board Member
Private Wealth Advisor
University of Pennsylvania Law School
University of Pennsylvania - The Wharton School
Princeton University
Convent of the Sacred Heart, Greenwich CT
Recommendations: 0
p****[email protected]
Peter Chieco, CIMA®
Financial Advisor
Greater New York City Area
Financial Advisor
Board Member
Private Wealth Advisor
Vice President
Registered Representative
Fordham University
Recommendations: 0
p****[email protected]
Thomas CEPA
Wealth Advisor
Greater New York City Area
Wealth Advisor
Wealth Advisor
Financial Services Representative
Financial Advisor
Analyst
Bucknell University
Recommendations: 0
f****[email protected]
Peter Knowles
Wealth Advisor, Financial Advisor
Greater New York City Area
Wealth Advisor, Financial Advisor
Assoc.
Fairleigh Dickinson University
Recommendations: 0
p****[email protected]
Matt Kinzonzi
Financial Consultant
Greater New York City Area
Financial Consultant
Branch Co-Owner / Financial Advisor
Financial Advisor, Vice President
Financial Solutions Advisor
Financial Consultant
Vice President, Financial Advisor
Wealth Advisor, Vice President
Boston University Questrom School of Business
Recommendations: 0
k****[email protected]
Philip Pursino
Managing Principal
Greater New York City Area
Managing Principal
Investment Advisor Representative
Private Wealth Advisor
Owner
Owner
New York Institute of Technology-Old Westbury
Holy Cross HS
Recommendations: 0
Retirement Planning
Financial Advisory
Asset Allocation
Estate Planning
Financial Goals
Insurance
Financial Services
Personal Finance
p****[email protected]
Robyn K. Corsello, CFP
Wealth Advisor
Greater New York City Area
Wealth Advisor
President
Resident Manager, Registered Representative
Financial Consultant-Commercial & Professional Market
Vice President, Investment Professional
Financial Service Representative
Financial Services Representative
Resident Manager, Registered Representative
Yale University /coursera
Adelphi University
Long Island University
SUNY New York
Recommendations: 0
r****[email protected]
Terry Sharma
Financial Advisor
Greater New York City Area
Financial Advisor
Wealth Advisor
Equity Research Associate (Large Cap Media, Cable, and Telco)
Research Associate - Cable and Satellite
Duke University
NRHS
The London School of Economics and Political Science (LSE)
Recommendations: 0
Valuation
Financial Modeling
Portfolio Management
Investments
Equities
Capital Markets
Fixed Income
Alternative Investments
t****[email protected]
Steven Cohen
Portfolio Manager, Private Wealth Advisor
Greater New York City Area
Portfolio Manager, Private Wealth Advisor
Senior Vice President, Trader
Senior Equity Trader
Senior Vice President, Private Wealth Advisor
Executive Director, PM
University of Pennsylvania
Recommendations: 0
s****[email protected]
John Kovacs
Managing Director, Wealth Advisor
Greater New York City Area
Managing Director, Wealth Advisor
Wealth Management Advisor, Senior Vice President - Wealth Management
Loyola University Maryland
Recommendations: 0
j****[email protected]
Michael Bohlinger
Managing Director
Greater New York City Area
Managing Director
Wealth Advisor
Financial Planner
Rutgers, The State University of New Jersey-New Brunswick
St. Joseph's HS Metuchen
Recommendations: 0
Investments
Series 7
Wealth Management
Asset Management
Alternative Investments
Fixed Income
Financial Planners
Hedge Funds
m****[email protected]
Hadi CFA,CFP®
Private Wealth Manager
Greater New York City Area
Private Wealth Manager
Private Wealth Advisor
University of Central Florida
Recommendations: 0
h****[email protected]
Daniel Bruen
Placement Consultant
Greater New York City Area
Placement Consultant
Direct Sales Consultant
Wealth Advisor
Recommendations: 0
d****[email protected]
Craig Laub
Wealth Advisor
Greater New York City Area
Wealth Advisor
Investment Specialist
Regional Manager
Assistant Vice President
Fordham University - Graduate School of Business Administration
Marquette University
Marquette University High School
Recommendations: 0
c*****@klingmanandassociates.com
Jesse Lunin-Pack
President
Greater New York City Area
President
Vice President - Wealth Advisor
Financial Advisor - Wealth Management
Equity Research Analyst
Consultant
Investment Banking Associate
Senior Writer
New York University - Leonard N. Stern School of Business
Tufts University
Fieldston School
Recommendations: 0
Wealth Management
Investments
Insurance
Retirement Planning
Financial Planning
Behavioral Investment Counseling
j****[email protected]
Brendan O'Connor CFP® , CPA*
Private Wealth Advisor
Greater New York City Area
Private Wealth Advisor
Recommendations: 0
b****[email protected]
Karen Ikeda
Senior Wealth Advisor
Greater New York City Area
Senior Wealth Advisor
Regional Investment Strategist
Senior Investment Specialist/Portfolio Manager/Relationship Manager
University of Pennsylvania - The Wharton School
Recommendations: 0
Investments
Corporate Finance
Wealth Management
Asset Managment
Mergers
Mergers & Acquisitions
Management Consulting
Strategy
i****[email protected]
k****[email protected]
Kyle Carrocino
Wealth Manager
Greater New York City Area
Wealth Manager
Wealth Advisor
Financial Consultant
University of Nevada-Las Vegas
Middlesex County College
J.P. Stevens High School
Recommendations: 0
k****[email protected]
Deborah CFP®
Managing Director, Investment Banking
Greater New York City Area
Managing Director, Investment Banking
Managing Director, Private Wealth Advisor
Tufts University
Recommendations: 0
d****[email protected]
John Zeltmann, CFP®, CFA
Wealth Advisor
Greater New York City Area
Wealth Advisor
CFA Institute
Fairleigh Dickinson University
Cornell University
Recommendations: 0
j****[email protected]
Nick Parris
Wealth Advisor Associate
Greater New York City Area
Wealth Advisor Associate
Complex Manager Asst & Complex Business Development Manager Asst
Manhattanville College
Recommendations: 0
Economics
Accounting
Portfolio Management
Banking
Financial Analysis
Investments
Marketing
Microsoft Excel
n****[email protected]
Neil Lerner, CFP, CIMA
Senior Vice President-Investments, Senior Portfolio Manager, Wealth Advisor
Greater New York City Area
Senior Vice President-Investments, Senior Portfolio Manager, Wealth Advisor
Rutgers University-New Brunswick
Recommendations: 0
n****[email protected]
Frank Aurichio
Wealth Advisor Associate
Greater New York City Area
Wealth Advisor Associate
Brokerage Associate
Client Relationship Associate
Associate
Supervisor
Intern
Writer
Porch Gentleman
Artist Rep/ Editor-in-chief
University of Scranton
Rumson-Fair Haven Regional High School
Recommendations: 0
Finance
Investment Strategies
Financial Services
Financial Markets
Financial Reporting
Client Relations Skills
529 Plans
Investments
f****[email protected]
Caryn Halbrecht, CFA
Private Wealth Advisor
Greater New York City Area
Private Wealth Advisor
CIO
Principal, Managing Partner
V.P.Municipal Bond Portfolio Manager
Portfolio Manager
Bond Insurance Underwriter
New York University
New York University
Recommendations: 0
Asset Managment
Asset Allocation
Fixed Income
Client Presentation
Strategic Financial Planning
c****[email protected]
Shawn Tighe
Wealth Strategy Associate
Greater New York City Area
Wealth Strategy Associate
Wealth Advisor Associate
Wealth Management Intern
Intern/Featured Columnist
Event Operations Intern
Caddy
Financial Representative Intern
Rutgers, The State University of New Jersey - Rutgers Business School
Rutgers, The State University of New Jersey-New Brunswick
Recommendations: 0
s****[email protected]
s****[email protected]
Joseph Modero CRPC®
Vice President Wealth Management
Greater New York City Area
Vice President Wealth Management
Associate Vice President - Wealth Advisor
Financial Advisor
Montclair State University
Recommendations: 0
j****[email protected]
Jonathan H. Grabel
Wealth Advisor
Greater New York City Area
Wealth Advisor
SR VP, Merrill Lynch Private Banking and Investment Group
Ithaca College
Scarsdale High school
Recommendations: 0
Equities
Asset Management
Investments
Capital Markets
Fixed Income
Portfolio Management
Financial Modeling
Private Equity
j****[email protected]
Shebna Olsen
Vice President-Private Client Advisor
Greater New York City Area
Vice President-Private Client Advisor
Vice President-Premier Wealth Advisor
Vice President-Financial Advisor
Vice President-Investment Officer
Vice President-Financial Advisor
Columbia University - School of International and Public Affairs
Columbia University in the City of New York
Recommendations: 0
s****[email protected]
Matthew R. Rapoport, CFP®
Wealth Advisor
Greater New York City Area
Wealth Advisor
Director
Wealth Strategist, Vice President
Senior Financial Planner
Baruch College, City University of New York (CUNY)
Union Graduate College
Union College
Recommendations: 0
Estate Planning
Investments
High Net Worth...
Retirement
Wealth Management
Wealth Management...
Wealth
Retirement Planning
r****[email protected]
R. Tajiouti
CEO
Greater New York City Area
CEO
Wealth Advisor
Founder
CEO, OWNER
CEO, Founder
Restaurantor
Owner/Chef
New York University
Rapid realty real estate licencing
Travel Educ Centre (Cambrigde, Mass) 1999
Restaurant association (Boston, Mass)
Restaurant association, (Boston, Mass)
Recommendations: 0
Export
International Sales
Food
Entrepreneur
Cooking
Executive chef
Entrepreneurship
Negotiation
a****[email protected]
ADNAN SHAMSI
Director of Communications & Operations Supervisor
Greater New York City Area
Director of Communications & Operations Supervisor
Strategic Coaching, Planning & Advisory
Senior Financial Strategist
Financial Advisor
Wealth Advisor & Risk Mitigation Specialist
Thunderbird School of Global Management
Rutgers, The State University of New Jersey-New Brunswick
Recommendations: 0
Strategic Planning
Leadership Development
Fundraising
Philanthropy
Non-profit Consulting
Global Business Development
Health Insurance
a****[email protected]
Claudia Cattano
Wealth Advisor Assistant
Greater New York City Area
Wealth Advisor Assistant
Administrative
Wealth Advisor Assistant
Administrative Assistant
Payroll/Personnel Manager
Assistant to the Tax Collector
Fairleigh Dickinson University-Florham Campus
Union County Community College
El Camino College
Pace University
Recommendations: 0
Employee Benefits
Payroll
QuickBooks
Time Management
CRM
Budgets
Insurance
Account Reconciliation
c****[email protected]
Alfonso Saverino
Accountant
Greater New York City Area
Accountant
Wealth Advisor
Financial Representative
New Jersey City University
Penn State University
Red Bank Catholic
Recommendations: 0
Investments
Mutual Funds
Retirement Planning
Series 7
Series 63
Life Insurance
Microsoft Office
Business Development
a****[email protected]
Gary Johnston, CFP®, APMA®
Private Wealth Advisor
Greater New York City Area
Private Wealth Advisor
Princeton University
Recommendations: 0
g****[email protected]
Attah-jundwe Obiajulu,CFP®,CLU,CLTC
Private Wealth Advisor
Greater New York City Area
Private Wealth Advisor
Financial Advisor
Pace University - Lubin School of Business
Recommendations: 0
a****[email protected]
Christopher Zarra, CFP®, ChFC®, CFS®
Private Wealth Advisor
Greater New York City Area
Private Wealth Advisor
Retirement Plan Sales
Equipment Leasing and Financing/Merchant Credit Card Services
Canisius College
Commack High School South
Recommendations: 0
c****[email protected]
Kathleen Bresnan, CFP®, CFS®, CRPC®
Private Wealth Advisor
Greater New York City Area
Private Wealth Advisor
Senior Financial Advisor, CFP, CRPC
Vice President
New York, New York
Broker
Staff Accountant
New York University
Providence College
Recommendations: 0
k****[email protected]
Alex M. Panas
Senior Wealth Advisor
Greater New York City Area
Senior Wealth Advisor
Financial Planner
Financial Planner
Broker Assistant/Financial Planner
Financial Planning Intern
University of Delaware
College for Financial Planning
Fairleigh Dickinson University
University of Delaware - Lerner College of Business and Economics
Recommendations: 0
a****[email protected]
a****[email protected]
Meghan Y.
Client Advisor
Greater New York City Area
Client Advisor
Sales Associate
Wealth Advisor
New York University
Recommendations: 0
