Top Wholesalers in Greater New York City Area
Luis Tosado
Training Specialist
Greater New York City Area
Training Specialist
Member Service Representative
Hospitality Professional Currently looking for new opportunities
Inventory Sevices Coordinator
Front Office Assistant Manager
Wholesaler Reservations Lead Coordinator
Front Desk Associate
General Teller
University of Phoenix
DeVry University
Valencia Community College
Recommendations: 15
Front Office
Customer Service
Inventory Management
Payroll
Sales
Data Entry
Spanish
Accounting
l****[email protected]
Chris Kosar
Director of Business Development
Greater New York City Area
Director of Business Development
Director of Sales
Business Development Manager
Business Development Manager
Field Marketing Manager Financial Services
Vice President
Marketing Executive / External Wholesaler
Service Manager
State University of New York at Oswego
Hofstra University
St Anthony's High School
Recommendations: 12
Marketing
Demand Generation
Financial Services
Information Technology
Marketing Strategy
Market Research
Marketing Research
Digital Marketing
c****[email protected]
Parvez Pothiawala
Co-Founder
Greater New York City Area
Co-Founder
Marketing Director
Biz Dev/Demand Gen
Marketing Consultant/Program Manager
Account Manager
Director of Marketing
Director of Marketing and Recruitment
Internal Wholesaler
University of Vermont
Recommendations: 8
Sales Management
Social Media
Marketing Strategy
Email Marketing
Google Analytics
Viral Marketing
Demand Generation
Lead Management
p****[email protected]
p****[email protected]
Mindy Schlossman [email protected]
Independent Consultant
Greater New York City Area
Independent Consultant
National Sales Manager - Channel
Regional Sales Manager
District Manager
Wholesaler District Manager
District Sales Manager-Northeast District
Marketing Programs Manager/ Direct Response Marketing Manager/ Sales Representative
Rutgers University-New Brunswick
Recommendations: 8
Sales Management
Marketing
Channel Partners
Management
Solution Selling
Sales Process
Multi-channel Marketing
Direct Sales
m****[email protected]
David DeStephen
Help Desk Analyst ll
Greater New York City Area
Help Desk Analyst ll
Volunteer, VP Operations
Regional Vice President, External Mutual Fund Wholesaler
Regional Sales Director, External Mutual Fund Wholesaler
Regional Sales Director, External Mutual Fund Wholesaler
Assistant Vice President, External Offshore Mutual Fund Wholesaler
Internal Offshore Mutual Fund Wholesaler
Senior Client Services Representative
Money Fund Customer Service Representative
Data Entry Representative
Teterboro School of Aeronautics
Recommendations: 8
Portfolio Management
New Business Development
Sales Management
Customer Relations
Account Management
Marketing Communications
Analysis
Financial Services
d****[email protected]
Steven Michalik, CRPC, CRPS, CMFC, MBA
Regional Vice President (Annuity Specialist)
Greater New York City Area
Regional Vice President (Annuity Specialist)
Goaltending Instructor
Goaltending Instructor
Internal Wholesaler
Internal Wholesaler
Hofstra University
LIU Post
Recommendations: 6
Mutual Funds
Annuity
Series 7
Retirement
Retirement Planning
Annuities
Series 6
Public Speaking
m****[email protected]
Richard Sweig
Owner
Greater New York City Area
Owner
Owner
Wholesaler
Manager
Recommendations: 6
Case Analysis
Client Interfacing
Sales Support
Insurance
Disability Insurance
Business Planning
Annuities
Brokers
r****[email protected]
Scott Peppard
Managing Member
Greater New York City Area
Managing Member
Self Employed Wholesaler
Writer
External Wholesaler
External Wholesaler
Internal Wholesaler
National Account Mgr
Account Executive
Account Executive
University of California, Santa Barbara
Santa Barbara High School
Recommendations: 5
Public Speaking
ETFs
Management
Marketing
Time Management
Alternative Investments
Strategic Planning
Customer Service
s****[email protected]
Jessica Timmerman, CVA
Senior Manager
Greater New York City Area
Senior Manager
Senior Analyst
Senior Analyst
Marketing/Internal Wholesaler
The College of New Jersey
Recommendations: 5
Mergers
Business Valuation
Investments
Strategy
Valuation
Private Equity
Mergers & Acquisitions
Due Diligence
g****[email protected]
Sara (Anderson) Kennedy
Regional Director
Greater New York City Area
Regional Director
Internal Wholesaler
Providence College
Recommendations: 5
Mutual Funds
Separately Managed Accounts
Investments
Series 7
Series 63
Alternative Investments
Series 65
Investment Strategies
s****[email protected]
Steve Lyons CRPS® CRPC®
VP Premier Relationship Advisor
Greater New York City Area
VP Premier Relationship Advisor
Relationship Manager/Advisor
Financial/Retirement Advisor
Vice President
Retirement Consultant\ DCIO VA Wholesaler
VP Insurance 401k Division
VP Annuity Wholesaler
College for Financial Planning
Stony Brook University
Suffolk County Community College
Recommendations: 4
Training
Sales
Series 7
401k
Consulting
Series 63
Series 65
Territory Management
s****[email protected]
Courtney Desman
Customer Success Manager
Greater New York City Area
Customer Success Manager
Director of New Business Development
Senior Account Director
Director
Account Director
Account Executive
Key Accounts
Internal Wholesaler
Ohio University
Recommendations: 3
Public Speaking
Creative Problem Solving
Teamwork
Pitching
Account Management
Contract Management
Demand Response
Travel Management
c****[email protected]
c****[email protected]
Bill Machado
Assistant Vice President, Retirement Plan Solutions
Greater New York City Area
Assistant Vice President, Retirement Plan Solutions
Patient Service Representative
Account Executive
Vice President/Investment Trust Consultant
Small Business Services District Manager
Retirement Plan Sales Specialist
Trust & Client Relationship Officer
National Wholesaler
Regional Sales Representative
State University of New York at Albany
William Paterson University of New Jersey
National Association of State Boards of Accountancy
NYU School of Professional Studies
Recommendations: 3
CRM
Management
Sales
Leadership
Strategic Partnerships
Business Development
Strategy
Mutual Funds
b****[email protected]
Michael Dansereau
Regional Manager
Greater New York City Area
Regional Manager
Regional Sales Director
Regional Sales Director
Sr. Business Development Consultant
Internal Wholesaler
Sales Manager
Office Manager & Level II Trainer
The University of Connecticut School of Business
Recommendations: 3
Sales
Sales Management
Finance
Business Development
Marketing
401k
Mutual Funds
Cash Balance
m****[email protected]
Valen Fleming
Retirement Wholesaler
Greater New York City Area
Retirement Wholesaler
Business Performance Advisor
Regional Sales Manager -RIA/Financial Advisor Channel
Regional Retirement Wholesaler
Vice President/ Relationship Manager
Regional Sales Manager, Product Manager, AVP Relationship Manager
Quick & Reilly
Relationship Manager
Financial Representative
Director Medical Placement
St. Francis College
Recommendations: 3
Relationship Management
Strategic Planning
Mutual Funds
Sales
Series 7
401k
Retirement
Series 63
f****[email protected]
Matthew O. Reagan
Regional Vice President
Greater New York City Area
Regional Vice President
Alternative Investment Regional Wholesaler
Financial Planner Sales Desk Team Leader
Internal Wholesaler
Analyst
Stock Broker trainee
Fordham University
University College Dublin
St. Edward High School
Recommendations: 3
Series 7
CRPC
Series 63
Fixed Annuities
Mutual Funds
Alternative Investments
Retirement Planning
Variable Annuities
m****[email protected]
Jason Lampa, MBA
Managing Director - Head of Sales and Distribution
Greater New York City Area
Managing Director - Head of Sales and Distribution
Strategic Account Manager
Mutual Fund Wholesaler
Regional Sales Director
Regional Sales Representative
Internal Wholesaler
Annuity Specialist
Cornell University
Seton Hall University
Montclair State University
Raritan Valley Community College
Recommendations: 2
Business Development Coach
Financial Advisor Coach
College Planning Coach
Generational Wealth Coach
Legacy Planning Coach
Investment Advisor Coach
529 Specialist
Philanthropy Planning Coach
j*****@figfour.com
Justin Gomez
Business Development Director
Greater New York City Area
Business Development Director
Business Development Consultant, Midwest
Internal Wholesaler
Agent
Impact Team Leader
University of Connecticut
Recommendations: 2
Account Management
Marketing Research
Marketing Strategy
Market Research
B2B
New Business Development
Competitive Analysis
Marketing
j****[email protected]
j****[email protected]
Stephanie Dawson-O'Donnell
Public Relations & Marketing
Greater New York City Area
Public Relations & Marketing
Injury Therapist (Equine & Human) - Pre & Post Injury
0wner-Practioner
On call equine therapist to individual horse owners
Owner/Equine Therapist(part time
Northeast Wholesaler
V.P. Mutual Funds and Advisory Services
Product Trainer
Regional Sales Coordinator
Director - Special Training and Events
Regional Sales Liaison
Trading (Units, Mutual Funds)
Montclair State University
Hanover Park,East Hanover, nj
Recommendations: 2
Asset Allocation
Alternative Investments
Strategic Planning
s****[email protected]
Gary Schechter
External Annuity Wholesaler- Regional Sales Director
Greater New York City Area
External Annuity Wholesaler- Regional Sales Director
External Wholesaler- Regional Sales Coordinator
Internal Wholesaler
State University of New York College at Oneonta
Ohio University
Recommendations: 2
s****[email protected]
Nathan Wolaver
Wholesaler
Greater New York City Area
Wholesaler
Managing Director - Americas
Vice President - Sales Director - Americas
Managing Director
Regional Sales Director - Northeast
Managing Director
Senior Sales Executive
Sales Executive
Bucknell University
Waldorf
Recommendations: 1
Survival Skills
Enterprise Software
Risk Management
Strategic Planning
Asset Management
Market Data
Leadership
Sales Management
n****[email protected]
e****[email protected]
Katie Desai
Vice President | Relationship Manager
Greater New York City Area
Vice President | Relationship Manager
Product Manager | Practice Management
AVP Relationship Manager
Managed Account and Mutual Fund Internal Wholesaler
University of Pennsylvania - The Wharton School
Recommendations: 1
k****[email protected]
Michael Thomas
VP of Recruitment- (Paid Search, SEO, Media and Account)
Greater New York City Area
VP of Recruitment- (Paid Search, SEO, Media and Account)
Sr. Recruiter at PHM- An agency within Publicis Health
Private Wealth
Manager, Talent Acquisition at PHM- An agency within Publicis Health
Internal Wholesaler
Recruitment Consultant- (Sales and Advertising)
Director of Talent Acquisition- All U.S. locations
Director of Talent Acquisition- Digital Experience Group
Recruiter at PHM- An agency within Publicis Health
Director, Head of Talent Acquisition and Employment Brand
Director, Talent Acquisition -PHM, Digitas Health, Razorfish Health, Verilogue- All Locations
Stockton University
South Brunswick High School
Recommendations: 1
Business Development
New Business Development
CRM
Networking
Executive Search
Cold Calling
Talent Acquisition
Recruiting
m****[email protected]
m****[email protected]
Dominick Merlucci
Vice President - 401(k) Wholesaler
Greater New York City Area
Vice President - 401(k) Wholesaler
Investment Representative
Financial Advisor
Investment Counselor
Sales Director\Head Project Manager
Regional Sales Rep
Salisbury University - Perdue School of Business
Recommendations: 1
Financial Planning
Presenter
Client Development
Direct Sales
Sales Process
Inside Sales
Financial Analysis
Sales Presentations
d****[email protected]
Carolyn (Thompson) Boccaccio, CIMA®
Vice President, Senior Advisor Consultant
Greater New York City Area
Vice President, Senior Advisor Consultant
Regional Advisor Consultant
Financial Services Representative
Regional Vice President
Regional Marketing Director
Regional Vice President
Internal Wholesaler
Rutgers University-New Brunswick
Recommendations: 1
Mutual Funds
Fixed Income
Retirement Planning
Investments
Asset Allocation
Securities
Marketing
Alternative Investments
c****[email protected]
Diane Wesbecher
Manager, Sales Desk
Greater New York City Area
Manager, Sales Desk
Sales Consultant
Internal Wholesaler
District Manager
City University of New York-Queens College
Recommendations: 1
Fixed Annuities
Mutual Funds
Retirement
Retirement Planning
401k
Variable Annuities
Investments
Wealth Management
d****[email protected]
William Cellini
Regional Vice President
Greater New York City Area
Regional Vice President
Regional Vice President
Regional Vice President
Hybrid Annuity Wholesaler
Business Development Wholesaler
Central Connecticut State University
Recommendations: 1
Series 6
Fixed Annuities
Series 63
Mutual Funds
Retirement Planning
Series 65
Long-term Care
Insurance
c****[email protected]
Kiran Mummidichetty
Senior Regional Associate - Advisor Solutions Group
Greater New York City Area
Senior Regional Associate - Advisor Solutions Group
Senior Regional Consultant
Retirement Plan Sales Specialist
Internal Wholesaler
Rutgers University-New Brunswick
Rutgers, The State University of New Jersey-New Brunswick
South Brunswick HS
South Brunswick HS
Recommendations: 1
Series 6
k****[email protected]
Tom Barile
Regional Vice President- Life Wholesaling/ Allstate Financial Agency Consultant
Greater New York City Area
Regional Vice President- Life Wholesaling/ Allstate Financial Agency Consultant
Head Boxing Coach
Vice President
Retirement Services Sales Representative
Regional Vice President/wholesaler
Internal Life Insurance Wholesaler
The American College
The American College
Central Connecticut State University
Central Connecticut State University
Recommendations: 1
Account Management
Marketing Strategy
Sales
Mutual Funds
Retirement
Selling
Sales Operations
Fixed Annuities
a****[email protected]
Mike LaTorre
Associate Officer - Subadvisory Insurance Services Wholesaler
Greater New York City Area
Associate Officer - Subadvisory Insurance Services Wholesaler
Field Sales Leader - Annuities
Regional Annuity Sales Consultant - National Sales Desk
La Salle University
Temple University
2009 & 2010 Top of the Rock Award Winner - Pru
Recommendations: 1
Sales
Sales Management
Recruiting
Customer Service
Public Speaking
Marketing
Business Performance Management
Direct Sales
l****[email protected]
Laredo Regular
Real Estate Agent
Greater New York City Area
Real Estate Agent
Owner/ Real Estate Wholesaler
Marketing Representative
Marketing and Sales Representative
Recommendations: 1
Real Estate
Investments
Investors
Real Estate Transactions
First Time Home Buyers
REO
Sellers
Foreclosures
l****[email protected]
Tom Rossi, CIMA(R)
Vice President/Regional Director
Greater New York City Area
Vice President/Regional Director
Vice President-Regional Director
Senior Vice President
Internal Wholesaler
Internal Wholesaler
Broker Service Representative
Customer/Broker Service Representative
Football Player
Colgate University
The Milford Academy
Bishop Hendricken High School
Recommendations: 0
Practice Management
Portfolio Construction
Capital Markets
Series 7
Mutual Funds
Portfolio Management
Financial Advisory
Financial Services
t****[email protected]
Mark Smith
Account Vice President
Greater New York City Area
Account Vice President
Restaurant Owner
Wholesaler
President
Campaign Coordinator
Chief Research Assistant
Fordham University
Recommendations: 0
m****[email protected]
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
a****[email protected]
a****[email protected]
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]
g****[email protected]
Justin Lauri, CFA
Regional Director, External Wholesaler
Greater New York City Area
Regional Director, External Wholesaler
Investment Management Associate
Securitization Analyst: Collateralized Debt Obligation Team
CFA Institute
Rutgers, The State University of New Jersey-New Brunswick
Recommendations: 0
Finance
Uniform Combined State Law
Bloomberg
Series 7
Financial Modeling
Investment Management
Structured Finance
Fixed Income
j****[email protected]
Kevin Golden
Vice President - Senior Advisor Consultant
Greater New York City Area
Vice President - Senior Advisor Consultant
Regional Sales Director
Regional Sales Manager
Internal Wholesaler
Internal/Associate Wholesaler
The Ohio State University
Recommendations: 0
Asset Allocation
Investments
Mutual Funds
k****[email protected]
Matt Schirripa
Senior Director / Vice President - Head of Internal Sales
Greater New York City Area
Senior Director / Vice President - Head of Internal Sales
Assistant Vice President - Wholesale Distribution Chief of Staff
Assistant Vice President - Sales Desk Channel Director
Sales Desk Manager
Regional Sales Associate/Internal Wholesaler
The Johns Hopkins University
Northport High School
Recommendations: 0
Mutual Funds
FINRA
Sales Management
Variable Annuities
Fixed Annuities
Series 6
Microsoft Word
Retirement Planning
m****[email protected]
Joseph Rosenthal, CRPS
National Account Manager
Greater New York City Area
National Account Manager
Relationship Sales
Retirement Plans Consultant
Regional Life Specialist
VP - Estate Planning Consultant
Wealth Management Analyst
Defined Contribution - Internal Wholesaler
401k - Sales Consultant
Branch Sales
Fairleigh Dickinson University
Pace University
Recommendations: 0
Mutual Funds
Series 7
Retirement Planning
Retirement
Financial Advisory
Investment Strategies
401k
Financial Services
r****[email protected]
Jessica Cozier
Channel Strategy Marketing Manager
Greater New York City Area
Channel Strategy Marketing Manager
Wholesaler
Financial Representative
University of Rhode Island - College of Business Administration
Bond University
Recommendations: 0
j****[email protected]
Sara Levin
Internal Wholesaler
Greater New York City Area
Internal Wholesaler
Sales, Marketing and Capital Markets Associate
Manager of Retail Services
Fall Tour Intern
St. Mary’s University, Twickenham
College of Charleston
Regent's University London
Maury High School
Recommendations: 0
Capital Markets
ETFs
Finance
Equities
Soft Commodities
hard commodities
Social Media
Microsoft Office
s****[email protected]
Sean Ward
Director of Institutional Sales
Greater New York City Area
Director of Institutional Sales
Business Development
Wholesaler
Institutional Sales
Sales Trader
Licensed Trader
The Johns Hopkins University
PHHS
Recommendations: 0
Alternative Investments
s****[email protected]
Christopher Cubias
Internal Wholesaler
Greater New York City Area
Internal Wholesaler
Account Executive
Account Executive/Stock Broker
Substitute Teacher
Assistant Manager
Marching Band Instructor
Assistant Marching Band Director
Marching Band Instructor
Math Teacher
Kean University
Recommendations: 0
Series 7
Series 63
Microsoft Office
Microsoft Word
Microsoft Excel
PowerPoint
Public Speaking
Customer Service
c****[email protected]
Nick Simon
Regional Vice President
Greater New York City Area
Regional Vice President
Regional Vice President
Business Development Consultant
Internal Wholesaler
University of New Hampshire -- Peter T. Paul College of Business and Economics
University of New Hampshire
Recommendations: 0
n****[email protected]
Matthew Crandall
Director of Strategic Partnerships
Greater New York City Area
Director of Strategic Partnerships
Director Of Business Development & Partner Solutions
Senior Manager, Platform Solutions
Senior Manager, Marketing and Communications
Media and Marketing Associate
Internal Wholesaler
Georgetown University
Georgetown University McDonough School of Business
bergen county academies
Recommendations: 0
m****[email protected]
ARI BRAUN
INVESTOR Diamond Wholesaler
Greater New York City Area
INVESTOR Diamond Wholesaler
UTA
UTA
Recommendations: 0
Valuation
Investments
Due Diligence
Asset Management
Financial Modeling
Private Equity
Mergers & Acquisitions
Real Estate
z****[email protected]
Christopher Han
Regional Vice President - External Wholesaler
Greater New York City Area
Regional Vice President - External Wholesaler
DCIO Wholesaler
Retirement Plan Specialist
Retirement Investment Counselor
Global Wealth Management Intern
State University of New York College at Plattsburgh
Ardsley High School
Recommendations: 0
Retirement
Investments
401k
Mutual Funds
Portfolio Management
Asset
Investment Strategies
Series 7
c****[email protected]
c****[email protected]
Ibrahim Chaudry
Institutional Relationship Specialist
Greater New York City Area
Institutional Relationship Specialist
Internal Wholesaler
Senior Client Service Professional
Banker
Financial Advisor
Fordham University - Graduate School of Business Administration
Florida International University
Florida International University - College of Business
Archbishop Coleman F. Carroll High School
Recommendations: 0
Investment Strategies
Financial Analysis
Portfolio Analysis
Discounted Cash Flow...
Financial Modeling
Portfolio Management
Strategy
Mergers & Acquisitions
i****[email protected]
Robert Larsen, CIMA
Divisional Sales Director - Northeast Region
Greater New York City Area
Divisional Sales Director - Northeast Region
Regional Vice President - Independent Advisor Division
Regional Business Consultant
Regional Business Consultant
Internal Wholesaler
Inbound Dealer Marketer
Centenary College
University of Pennsylvania - The Wharton School
Kutztown University of Pennsylvania
Recommendations: 0
Mutual Funds
Separately Managed Accounts
Series 63
Alternative Investments
Series 7
CIMA
ETFs
Unit Investment Trusts
r****[email protected]
Cory Christiana
Regional Director
Greater New York City Area
Regional Director
Lead Internal Wholesaler
Senior Associate
Financial Advisor
Ramapo College of New Jersey
Rowan University
Recommendations: 0
c****[email protected]
Carol Olech
Vice President, Business Relationshp Manager III
Greater New York City Area
Vice President, Business Relationshp Manager III
Business Banking Trainer Wholesaler
Business Banking Area Manager
Small Business Relationship Manager
Bernard Baruch
Recommendations: 0
Client Development
client contract and negotiations
Commercial Lending
Credit Analysis
Lines Of Credit
Letters of Credit
Credit Risk
Commercial Banking
c****[email protected]
Sally Hogan
Vice President, External Wholesaler
Greater New York City Area
Vice President, External Wholesaler
Vice President, Sales, Mutual Fund Specialist
Assistant Vice President, Internal Wholesaler
Assistant Vice President, Credit Analyst
Recommendations: 0
s****[email protected]
Jeffrey Valente
Wholesaler
Greater New York City Area
Wholesaler
Assistant Vice President, Internal Sales
Internal Wholesaler
St.John's University
Recommendations: 0
Series 7
Series 6
Series 63
Asset Managment
Mutual Funds
Equities
Fixed Income
Separately Managed Accounts
v****[email protected]
d*****@aol.com
Brian CIMA®
Managing Partner
Greater New York City Area
Managing Partner
National Sales Director
President
Managing Director, Head of Sales
Chief Executive Officer
President
Adjunct Professor
Financial Advisor, Wholesaler
Managing Director, Head of Retail Distribution
Director of Mutual Fund Sales
IMD Business School
Montclair State University
Harvard Law School Executive Program
Recommendations: 0
r****[email protected]
b*****@greenharvestam.com
Carmelo "Mel" Carmelo "Mel" Carrozza
Regional Director - Mississippi Delta Region
Greater New York City Area
Regional Director - Mississippi Delta Region
Internal Wholesaler
Financial Advisor - Financial Planning Specialist - Guided Portfolio Manager
US Sales Manager for Poschl Snuff
Sales Coordinator
Fairfield University
John Jay High School
Recommendations: 0
Series 7
Separately Managed Accounts
529 Plans
Funding
Licensing
Financial Planning
SMA
Mutual Funds
c****[email protected]
James Naldi
Vice President, Head of Product Specialist Services US
Greater New York City Area
Vice President, Head of Product Specialist Services US
Vice President, Product Specialist
Associate, Product Management Research Analyst
Supervisor, Senior Internal Wholesaler
Annuity Specialist
Financial Advisor
Saint John's University
Fairfield University
Recommendations: 0
Asset Management
Investments
Mutual Funds
Financial Markets
Economics
Asset Managment
Asset Allocation
Hedge Funds
j****[email protected]
Peter Conneely
Vice President, Senior Advisor Consultant
Greater New York City Area
Vice President, Senior Advisor Consultant
Senior Vice President of Investment Only Sales
Sales Manager-Investment Only Division
IO Wholesaler
Vice President
Financial Representative
Fordham University - Graduate School of Business Administration
Fairfield University
Recommendations: 0
p****[email protected]
Matt Lehner, CIMA®
Client Advisor, External Wholesaler
Greater New York City Area
Client Advisor, External Wholesaler
Associate, Internal Wholesaler
Board Member
Treasurer
Associate, JPMorgan Private Banking Group
The Ohio State University
Recommendations: 0
w****[email protected]
l****[email protected]
Julio Garcia Jr.
Divisional Wholesaler
Greater New York City Area
Divisional Wholesaler
Regional Advisor Consultant
Brokerage Account Sales Specialist
Information Agent
Hofstra University
Recommendations: 0
Mutual Funds
401k
Sales
CRM
Separately Managed Accounts
Strategy
FINRA
Financial Analysis
j****[email protected]
Jon Ferraiolo
Internal Wholesaler
Greater New York City Area
Internal Wholesaler
Financial Representative
Financial Planning Intern
Seton Hall University
St. Mary's High School
Recommendations: 0
Financial Analysis
Strategic Financial Planning
Financial Modeling
Series 7
Estate Planning
Investments
Retirement Planning
Bloomberg Terminal
j****[email protected]
Adam Sucov, CFA
Executive Director, Head of Internal Sales
Greater New York City Area
Executive Director, Head of Internal Sales
Director, Head of Internal Sales
Relationship and Business Manager
Sales Manager and Internal Sales Training
Regional Sales Manager
Internal Mutual Fund Wholesaler
Senior Surety Bond Underwriter
Senior Commercial Credit Analyst
Lehigh University
Recommendations: 0
a****[email protected]
Steven Schlow, CFA
Director, RIA and IBD Division Sales Manager
Greater New York City Area
Director, RIA and IBD Division Sales Manager
External Sales (Marketing, Manager)
Wholesaler
Associate
University of Massachusetts, Amherst
Recommendations: 0
Alternative Investments
Asset Management
Fixed Income
Hedge Funds
Investments
Mutual Funds
Series 7
Asset Allocation
s****[email protected]
Chris Pini
Senior Vice President, Sales and Business Development
Greater New York City Area
Senior Vice President, Sales and Business Development
Vice President, Sales
Sales Director- Institutional Software
Vice President- Institutional Sales
Vice President, Consultant
Sales Executive
External Wholesaler
Institututional Sales
Saint Peter's University
Recommendations: 0
Product Management
Mutual Funds
Business Development
Product Development
Management
Business Planning
Sales
Sales Operations
c****[email protected]
Jack McCaffrey, AIF®
Regional Vice President
Greater New York City Area
Regional Vice President
Internal Wholesaler
Divisional Sales Associate
Client Service Specialist
Ithaca College
Ithaca College
Recommendations: 0
j****[email protected]
Priya Choudhry
Sr. Business Analyst
Greater New York City Area
Sr. Business Analyst
Account Associate, Corporate Markets
Associate Director, Sales & Marketing
Internal Wholesaler
Kean University
Recommendations: 0
Financial Services
Competitive Analysis
Mutual Funds
CRM
Business Development
Salesforce.com
Management
Market Research
c****[email protected]
Christopher Ferrigine
Concierge Account Executive
Greater New York City Area
Concierge Account Executive
RSA
Territory Sales & Marketing Consultant
Vice President / Officer / Branch Manager
Assistant Vice President / Officer / Sales Manager
Primary Care Sales Representative
President / Owner
Sales & Marketing Representative
Wholesaler
RUTGERS UNIVERSITY, NEW BRUNSWICK, NJ
Recommendations: 0
c****[email protected]
William Childs
Assistant Vice President, Sales Director
Greater New York City Area
Assistant Vice President, Sales Director
Internal Wholesaler
Retail Sales Specialist
Account Executive
Iona College
DePaul University
Recommendations: 0
b****[email protected]
w****[email protected]
Kevin Gurnari
Internal Wholesaler
Greater New York City Area
Internal Wholesaler
Financial Advisor
Audit Intern
Accounts Receivable Representative
Consultant
Accounting Intern
Federal Loan Consolidation Representative
Saint Joseph's University - Erivan K. Haub School of Business
Temple University - Fox School of Business and Management
Recommendations: 0
General Ledger
Financial Modeling
Financial Statements
Microsoft Excel
Financial Analysis
Accounts Receivable
Accounting
Payroll
k****[email protected]
Walter Cotumaccio, CIMA®
Vice President, National Sales and Relationship Management
Greater New York City Area
Vice President, National Sales and Relationship Management
Director, LIDs National Sales Manager
National Sales Manager
VP, National Accounts
National Relationship Manager
Regional Director/Mutual Fund Wholesaler
Regional Director/Mutual Fund Wholesaler
Università per Stranieri di Perugia
Saint John's University
St. Francis Preparatory School
Recommendations: 0
c****[email protected]
Brett Walsh, CIMA®
Head of Advisor Services
Greater New York City Area
Head of Advisor Services
Sales Desk Manager, Vice President
Internal Wholesaler
AVP - Stock Options
Six Sigma - Certified Black Belt
Rider University
Rider University
Salisbury University
Recommendations: 0
b****[email protected]
b****[email protected]
J. Brian Sullivan, CIMA®
National Accounts Manager
Greater New York City Area
National Accounts Manager
Senior Regional Associate - ETF Wholesaler
Account Executive
Trinity College-Hartford
Trinity College-Rome Campus
Buckingham Browne & Nichols
Recommendations: 0
Series 7
Mutual Funds
ETFs
Retirement Planning
Asset Allocation
Securities
Financial Planning
Client Development
j****[email protected]
Jordan Bowers, MBA, ARPC
Divisional Wholesaler
Greater New York City Area
Divisional Wholesaler
Regional Sales Director
Retirement Plans Wholesaler
Regional Investment Consultant / Wholesaler
Inbound Sales Representative
Centenary College
University of Rhode Island
University of Rhode Island - College of Business Administration
Recommendations: 0
b****[email protected]
Demetri Tsavekou
National Account Director
Greater New York City Area
National Account Director
Business Development Manager
Sr. Trade Promotion Manager
Customer Marketing Manager
Franchisee
Sales Strategy, McNeil Nutritionals
Category Marketing Manager, Wal-Mart Skin Care
Customer Business Analyst, Regional Food
Account Manager, McNeil
Internal Wholesaler
Penn State University
Recommendations: 0
Market Planning
Marketing
Marketing Strategy
Product Launch
Sales Operations
Strategy
Leadership
Sales
t****[email protected]
Matt Donaghue
Vice President
Greater New York City Area
Vice President
Regional Sales Vice President
Vice President
National Sales Manager
Staff Sergeant
Internal Wholesaler
Sales Consultant
Advanced Associate
Hamline University
Recommendations: 0
Team Leadership
Communications
Training
Life Insurance
Insurance and Financial Services
Disability Insurance
Retirement Planning
Long-Term Care
m****[email protected]
Rosemary Gray
Divisional Sales Desk Manager
Greater New York City Area
Divisional Sales Desk Manager
Senior Sales Consultant
Internal Wholesaler
Retirement Specialist
William Paterson University of New Jersey
Recommendations: 0
Mutual Funds
Series 63
Fixed Annuities
Retirement Planning
Investments
Series 6
Wealth Management
Retirement
f****[email protected]
Miles Burns
Associate - Global Sales, Institutional (Morgan Stanley Investment Mgmt)
Greater New York City Area
Associate - Global Sales, Institutional (Morgan Stanley Investment Mgmt)
Vice President - Institutional Business Development, Alternatives
Analyst - Institutional Sales
Summer Intern
Internal Wholesaler
Loyola University Maryland
The Loomis Chaffee School
Recommendations: 0
Morningstar
Morningstar Office
Bloomberg
Bloomberg Terminal
Financial Markets
Financial Analysis
Mutual Funds
Sales
m****[email protected]
Justin Wieczorek, MBA
Internal Wholesaler
Greater New York City Area
Internal Wholesaler
Registered Representative
Intern
The College of Saint Rose
University at Albany
Shenendehowa
Recommendations: 0
Microsoft Office
Microsoft Excel
PowerPoint
Microsoft Word
Social Media
Social Networking
Leadership
Event Planning
j****[email protected]
Samantha Beaulieu, J.D.
Senior Associate
Greater New York City Area
Senior Associate
Senior Compliance Officer
Assistant Compliance Manager
Internal Wholesaler
Portfolio Analysis Assistant
Vermont Law School
Stony Brook University
Recommendations: 0
Series 6
Series 7
Series 63
Compliance
Variable Annuities
Life Insurance
Microsoft Office
Corporate Law
s****[email protected]
Michael Constantinou
VP, Sr. Control Room Compliance Officer
Greater New York City Area
VP, Sr. Control Room Compliance Officer
Compliance Manager
Consultant
Global Research Strategy Director
US Equity Product Manager and Supervisory Analyst
US Equity Strategist
Associate US Equity Strategist and Product Manager
Valuation & Accounting Analyst
Senior Sector Specialist: Consumer Discretionary & Staples
Corporate Finance Analyst
Funds Wholesaler
Assistant Trader
Account Executive
Financial Analyst
Lehigh University - College of Business and Economics
Syosset High School
Recommendations: 0
General Securities Principal
Product Development
Equity Research
Equities
Financial Modeling
Financial Analysis
Asset Management
Product Management
c****[email protected]
Todd Burnaford
Internal Wholesaler
Greater New York City Area
Internal Wholesaler
Loan Sale Advisor-Associate
Investment Advisor
Paraplanner and Client Relationship
Inbound Sales/Advisor
College of Charleston
CBA
Recommendations: 0
Investments
Portfolio Management
Asset Management
Retirement Planning
Wealth Management
Mutual Funds
Investment Advisory
Strategic Financial Planning
t****[email protected]
Christopher Zingaro
Vice President- Strategic Partnerships and Relationships
Greater New York City Area
Vice President- Strategic Partnerships and Relationships
Assistant Vice President- Variable Portfolio Wholesaler
Muhlenberg College
St. Peters Prep
Recommendations: 0
Financial Services
Investments
Retirement
Finance
Securities
Strategy
Mutual Funds
Wealth Management
c****[email protected]
Mario Lukin
Inside Sales Executive Retirement Plan Consultant
Greater New York City Area
Inside Sales Executive Retirement Plan Consultant
Associate Sales Executive/Inside Sales Retirement Plan Consultant
Senior Retirement Plan Consultant
Inside Sales District Manager ARPC
Internal Wholesaler
Account Manager/Corporate Actions Representative
Seton Hall University
Montclair State University
Recommendations: 0
Salesforce.com
Cold Calling
Account Management
Direct Sales
Sales Presentations
Solution Selling
401(k)
Leadership
m****[email protected]
Stephen Cohn
VP, National Accounts and Business Development
Greater New York City Area
VP, National Accounts and Business Development
Regional Vice - President
Regional Sales Director
Wholesaler
Variable Annuities Specialist
Sales Representative
University of Hartford
clarkstown south
Recommendations: 0
Asset Management
Property & Casualty Insurance
Series 63
Series 6
Business Development
Fixed Annuities
Negotiation
Investment Strategies
s****[email protected]
Paul Andriulli, CIMA®
Head of National Accounts
Greater New York City Area
Head of National Accounts
VP, Senior National Account Manager
National Account Manager
Internal Wholesaler
Internal Sales Consultant
Rowan University
Recommendations: 0
p****[email protected]
Keith Greenberg, CIMA®
Learning & Development, Sales Training
Greater New York City Area
Learning & Development, Sales Training
Sales Desk Manager
Internal Wholesaler
Sales Desk Analyst
Florida State University
IMCA (Investment Management Consultants Association)
Rutgers Business School
The College of New Jersey
Recommendations: 0
k****[email protected]
Jake Donnelly
Executive Director
Greater New York City Area
Executive Director
Business Development Manager
Wholesaler
Product Specialist
Arizona State University
Recommendations: 0
Investments
Business Development
Relationship Management
New Business Development
Management
Sales Presentations
Series 7
Marketing
j****[email protected]
Irina DiMaio
Director, National Accounts Manager
Greater New York City Area
Director, National Accounts Manager
Internal Sales Desk Manager
Internal Wholesaler
Regional Vice President
Internal Wholesaler
Tufts University
Matignon High School
Recommendations: 0
i****[email protected]
Brendan Finn
Director - Strategic Relationships
Greater New York City Area
Director - Strategic Relationships
Assistant Vice President - Strategic Business Development
SMA Specialist & Internal Wholesaler
Financial Services Representative
Registered Marketing Associate
Billing Clerk
University of Delaware
Glen Rock High School
Recommendations: 0
b****[email protected]
Steve Dombrower, CFA
Vice President
Greater New York City Area
Vice President
Private Client Consultant
Internal Wholesaler
Internal Wholesaler
Adelphi University
University at Albany, SUNY
Recommendations: 0
Mutual Funds
Separately Managed Accounts
Product Development
Asset Management
Investments
Wholesaling
529 Plans
Series 63
s****[email protected]
Bernadette D Hoban
Co-President of NYLPRIDE
Greater New York City Area
Co-President of NYLPRIDE
Director
Director - Retail Annuities - Investments
Director, RIS TPD New York Life/MainStay
Director, Retail Sales
Director - Retail Sales
Mutual Fund Wholesaler
Regional Vice President
Vice President
Regional Mutual Fund/Separate Account Wholesaler for regional broker
Sales Director
Regional Relationship Manager
Pension Service Representative
Kingsborough Community College
Our Lady of Perpetual Help, Brooklyn NY
Recommendations: 0
Financial Advisory
Variable Annuities
Series 7
Asset Allocation
IRAs
401k
Estate Planning
Pensions
b****[email protected]
William Pretory
Assistant Vice President-Investment Advisor
Greater New York City Area
Assistant Vice President-Investment Advisor
Vice President, Wholesaler-Trust Services
Internal Wholesaler
Mortgage Banker
Mortgage Consultant
Financial Consultant
Non-Commissioned Officer
Columbia College
Recommendations: 0
Wealth Management
Financial Planning
Retirement Plans
Retirement Planning
Investment Strategies
Strategic Financial Planning
Mutual Funds
Investments
w*****@yahoo.com
Marc Tedaldi
Agent
Greater New York City Area
Agent
AI
VP, Client Service Manager
VP, Internal Wholesaler
VP, Retirement Plan Specialist
VP, Retirement Planning Sales Desk Manager
Saint John's University - Peter J. Tobin College of Business
Recommendations: 0
Asset Allocation
Investments
Mutual Funds
Retirement Planning
Series 63
m****[email protected]
Stephen Poley
Internal Wholesaler
Greater New York City Area
Internal Wholesaler
Internal Marketing Consultant
Penn State University
Recommendations: 0
s****[email protected]
Kyle Freda, CRPC®
Internal Mutual Fund Wholesaler
Greater New York City Area
Internal Mutual Fund Wholesaler
CHARTERED RETIREMENT PLANNING COUNSELOR(sm), PIA Program Portfolio Advisor
Financial Advisor
Muhlenberg College
Fairleigh Dickinson University
Lenape valley
Recommendations: 0
Investments
Wealth Management Services
Wealth Management
Estate Planning
Portfolio Management
Finance
Financial Advisory
Retirement
k****[email protected]
Nicholas Palmieri
Internal Wholesaler
Greater New York City Area
Internal Wholesaler
Business Acqusition & Integration Analyst
Wealth Planning Analyst
Branch Management Intern
Consultant at UBS Financial Services Inc., Wealth Management Americas
Assistant Valet Manager
Facility Manager
Sales Associate
New Jersey Institute of Technology
DePaul Catholic High School
Recommendations: 0
Microsoft Excel
Microsoft Word
Bloomberg Terminal
Morningstar
Lean Management
Six Sigma
Series 7
Series 63
n****[email protected]
p****[email protected]
Philip Casciano
Director
Greater New York City Area
Director
Internal Wholesaler
University Of Pennsylvania-The Wharton School
Radford University
Recommendations: 0
Series 7
Alternative Investments
Mutual Funds
Asset Allocation
Series 63
Investment Strategies
Investment Advisory
Financial Advisory
p****[email protected]
Sheila (Bartley) Higgins
VP Business Development
Greater New York City Area
VP Business Development
Business Development Manager
VP, Financial Sales
External Wholesaler
AVP
AVP
Villanova University
Ridgewood High School
Recommendations: 0
Asset Managment
Mutual Funds
Series 7
Alternative Investments
Asset Allocation
Wealth Management
Financial Services
Investments
s****[email protected]
John Sarson
Wholesaler NYC
Greater New York City Area
Wholesaler NYC
Asst. Nat. Sales Desk Manager
Internal Wholesaler
University of Notre Dame
BC High
Recommendations: 0
j****[email protected]
Brian Parker
Insurance Wholesaler
Greater New York City Area
Insurance Wholesaler
Salesman
Telemarketer
Production Assistant
Board Operator
producer
Freelance Producer
Intern
Intern
Intern
Intern
Hofstra University
Hofstra University
Recommendations: 0
Microsoft Office
PowerPoint
Word
Excel
Sports
Engineering Radio
Board Operation
Radio Production
b****[email protected]
Chris G.
Financial Consultant
Greater New York City Area
Financial Consultant
Director, Advisor Solutions Business Development
External Wholesaler
Founder, CEO
University of Utah
Bishop Kelly High School
Recommendations: 0
g****[email protected]
