Top Financial Advisors in Greater New York City Area

John Lazzarotti

District Sales Manager

Greater New York City Area

District Sales Manager

U.S. National Sales Training Director

National Sales Director

Senior Director

Financial Advisor

Executive Director, Sales Leadership Training & Development

Director, Client Projects

District Sales Manager

Regional Training Manager

Pharmaceutical Sales Specialist

National Field Trainer (as Professional Representative)

Professional Representative

Seton Hall University

Cedar Grove Memorial High School

Recommendations: 37

Pharmaceuticals

Biotechnology

Medical Devices

New Business Development

Client Communication

Client Development

Client Engagement

Client Interfacing

Curtis Douglas

Franchise Sales

Greater New York City Area

Franchise Sales

Field Consultant/District Manager

General Manager

Owner

Assistant General Manager

Sales and Service Writer

Sales/Restoration Manager

Sales Manager

Financial Advisor

Sales/Sales Manager

Front Range Community College

Recommendations: 28

Customer Service

New Business Development

Sales Management

Competitive Analysis

Sales

CRM

Team Building

Management

4****[email protected]

Kevin Crosthwaite

Licensed Sales Person, CBR

Greater New York City Area

Licensed Sales Person, CBR

Senior Managing Partner

Senior Vice President

Vice President, Financial Advisor

Chairman & CEO

Executive Vice President

National Sales Manager

Hofstra University

Great Neck North

Recommendations: 21

Strategy

Leadership

New Business Development

Marketing

Competitive Analysis

Entrepreneurship

Management

Mergers & Acquisitions

Gail A. Marquis, MBA

Director of Community Outreach

Greater New York City Area

Director of Community Outreach

President & CEO

Insurance & Financial Services Professional

Advisory Board

Vice President, Sports-Entertainment-Fashion

VP, Sales & Marketing, Chase at Work

Broadcast Color Commentator, Featured Analyst

Finance Committee

Financial Presentations

Olympic Athlete Ambassador

Program Coordinator

Broadcast Color Commentator, Emcee & Host

Financial Advisor

Assistant Vice President, Information Technology & Retirement Plans

Senior Business Analyst, IT

Olympic Champion~Silver Medalist

University of Phoenix

Securities & Exchange Commission

City University of New York-Queens College

Université de Nice-Sophia Antipolis

Recommendations: 19

Retirement Planning

Investments

Leadership

Strategy

Strategic Planning

Coaching

Employee Benefits

Estate Planning

Ken Lefkowitz

Consultant, PMO Lead/Program Manager

Greater New York City Area

Consultant, PMO Lead/Program Manager

Owner, Senior Program Manager

Senior Program Manager (Consultant)

Consultant - Product Development Project Management

Consultant - Project Manager

Program Manager

Director - Program/Project Manager

Project Manager

Systems Project Manager

Project Manager

Associate Manager

Financial Advisor

Recommendations: 17

Program Management

Software Project...

Wealth Management

Senior Stakeholder...

Team Building

Communication

Product Development

Strategic Planning

Thomas Sackmann

Independent Insurance Broker - Medical, Life, LTD, LTC, Annuities, IRA, Auto and Home

Greater New York City Area

Independent Insurance Broker - Medical, Life, LTD, LTC, Annuities, IRA, Auto and Home

Financial Advisor

Group Benefits Dept. Manager and Life, LTD, and LTC specialist

Senior Account Executive - Group Benefits and Indivdiual Life, LTD, and LTC specialist

Benefits Specialist (contractor)

Benefits Specialist - Contact for ALL US employees (Medical, Life, LTD, 401k, etc).

Health and Welfare Technical Operations Benefit Administrator (smallest client was.2,500 employees)

Compensation Analyst - 2 years

State University of New York College at Brockport

Recommendations: 17

Health Insurance

Employee Benefits

Insurance

Disability Insurance

Long-term Care

Health Savings Accounts

Commercial Insurance

Term Life Insurance

Tracey A. Abby

Director of Enablement

Greater New York City Area

Director of Enablement

WW Event and Program Marketing Ecosystem Development

WW Cloud & Mobility Empowerment Lead

Director of Field Marketing

Sales Director - Mid-Atlantic & Federal Region

Federal & Eastern Region Channel Director

Financial Advisor Marra-Chamberlain Group

Sr. Territory Manager Northeast US

Sr. Account Manager NY Metro and PA

Security Account Manager Metro NY

Ohio Wesleyan University

Recommendations: 16

New Business Development

Leadership

Strategic Alliances

Budgets

SaaS

Channel

Solution Selling

Change Management

Harold Wachtel

Managing Director

Greater New York City Area

Managing Director

Wealth Manager

Financial Advisor

Fairleigh Dickinson University

Boston University

Recommendations: 16

Wealth Management

Retirement Planning

Strategic Financial Planning

Insurance

Portfolio Management

Business Planning

Retirement

Small Business

Eric Sandrow

Senior Mortgage Consultant

Greater New York City Area

Senior Mortgage Consultant

Senior Mortgage Loan Officer

Regional Sales Manager & Regional Relationship Manager

Financial Advisor

Mortgage Consultant

Supervisor/Team Leader

Supervisor

University of Phoenix

Kean University

Raritan Valley Community College

Rutgers University-New Brunswick

Recommendations: 15

Financial Services

Banking

Leadership

New Business Development

Sales Management

Mortgage Lending

Loans

Underwriting

Jack Calt

VP Sales

Greater New York City Area

VP Sales

Event Sponsorship and Marketing

Financial Advisor

Recommendations: 15

Financial Markets

Capital Markets

Equity Research

Market Data

Trading Systems

Series 7

Electronic Trading

Financial Services

Raj Gupta

Director of Business Development

Greater New York City Area

Director of Business Development

Director of Sales

Founder

Director of Business Development

Regional Sales Manager, District Sales Manager, Wholesaler, Trainer and Sales Representative

Financial Advisor

UMASS at Amherst

Recommendations: 15

Business Development

Sales Management

New Business Development

Account Management

Sales

Marketing

Event Management

Strategic Consulting

r*****@highimpactzone.com

August Hochenberger

Pre Owned and New Car Sales

Greater New York City Area

Pre Owned and New Car Sales

Sales Consultant

Financial Advisor

SVP Sales

VP Sales

Financial Advisor

Senior Trader

University of Wisconsin

University of Wisconsin-Madison - School of Business

Grover Cleveland H.S.

Recommendations: 15

Fixed Income

Options

Market Data

Investments

Capital Markets

Direct Sales

Market Research

Operations Management

Jason Brausewetter

SVP, Global Sales

Greater New York City Area

SVP, Global Sales

VP, Sales

Founder

VP, Global Sales

Director of Sales

Broker Dealer Sales Trader

Account Executive & Financial Advisor

Rutgers University

University of Pennsylvania - The Wharton School

Wagner College

Recommendations: 14

Entrepreneur

Social Entrepreneurship

Intrapreneurship

Financial Sector

Capital Markets

Trading

Market Data

Deal Making

Brian Grutman

Director

Greater New York City Area

Director

Senior Recruiter

Recruiter/Account Manager

President and CEO

Financial Advisor

State University of New York College at Buffalo

Great Neck South High School

Great Neck Sports Leagues

Recommendations: 14

b****[email protected]

Stephanie J Davidson

Director Human Resources: Talent Development: Merchant, Inventory, Financial, Field and OMNI Teams

Greater New York City Area

Director Human Resources: Talent Development: Merchant, Inventory, Financial, Field and OMNI Teams

Regional Director of ExecutiveTalent: South Central Region

District Director of Human Resources

Multi-Unit Human Resources Manager

Executive Team Lead of Human Resources

Assistant General Manager

Independent Financial Advisor

Life Insurance Agent

Assistant General Manager

Walden University

Wayland Baptist University

Jesus Chapel School

Recommendations: 14

Human Resources

Organizational Development

Process Improvement

Change Management

Strategic Planning

Employee Relations

Recruiting

Leadership

Mandell Smith

Vice President, Client Advisor

Greater New York City Area

Vice President, Client Advisor

Owner, Insurance Agent

Director, Financial Advisor

University of Miami - School of Business

Dowling College

Recommendations: 14

Lorraine Buschhoff

Director of Client Services

Greater New York City Area

Director of Client Services

Membership Services

Small Business Owner and Designer

Press and Access Volunteer

Host Committee

Financial Advisor

Intellectual Property Paralegal

Recommendations: 14

Investments

Finance

Strategy

Wealth Management

Small Business

Employee Benefits

Real Estate

Marketing

Rich Vaill

Vice President - Business Development Officer

Greater New York City Area

Vice President - Business Development Officer

Business Consultant

Financial Advisor / Associate Service Manager

Senior Specialist

Blue and Gold Officer

Business Development Officer Team Leader

United States Naval Academy

Marine Corps University

Recommendations: 13

Leadership

Leadership Development

Management

Business Development

Military

Strategic Planning

Strategy

Sales

Francesco Guarino

Associate, Investment Research, Operations Director

Greater New York City Area

Associate, Investment Research, Operations Director

Associate, Investment Research, Analyst

Customer Advocacy Manager

Pre-Sales Consultant

Client Specialist (Pre-Sales), Equities - Markets Dvision, Global Accounts

Client Training Executive

Financial Advisor

Registered Sales Assistant

Rutgers Business School

Rutgers, The State University of New Jersey-New Brunswick

Rensselaer Polytechnic Institute

Montville Township High School

Recommendations: 13

Salesforce.com

Pre-sales

Wealth Management

Software Implementation

Software Training

Software Sales

Siebel

Reuters

Carl Bulgini

Principal, Mortgage Loan Originator

Greater New York City Area

Principal, Mortgage Loan Originator

Principal, Financial Advisor

Principal, Insurance Broker

Principal, Real Estate and Mortgage CE Instructor

Vice President

President

Yale University - Yale School of Management

Yale University

Recommendations: 12

Wealth Management

Financial Services

Trust and Estates

Multi-generational wealth transfer

Financial Estate Planning

Strategic Financial Planning

Retirement Planning

Investment Management

Michael CRPC(R)

Senior Financial Advisor

Greater New York City Area

Senior Financial Advisor

Alternative Investments

Senior Alternative Investments Specialist

Rutgers University

South Brunswick High School

Recommendations: 12

Series 7

Alternative Investments

Currency

Asset Allocation

Investments

Portfolio Management

Loan Origination

Strategic Financial Planning

Tony Rosasco, PMP

Program Manager

Greater New York City Area

Program Manager

President

Vice President

Sales Manager for the Americas

Financial Advisor

New York University - Leonard N. Stern School of Business

Recommendations: 11

Series 7

Series 63

Series 24

Series 65

Leadership

Building Relationships

Product Development

Persuasive Presentations

Anand Nair, M.Sc Risk, MBA, PMP

Manager - Governance, Regulatory & Risk Strategies - Banking

Greater New York City Area

Manager - Governance, Regulatory & Risk Strategies - Banking

Manager - Finance & Operation Risk Transformation - Banking & Securities

Senior Consultant - Finance & Operation Risk Transformation - Banking & Securities

Consultant - Financial Risk Management - Insurance Risk

Intern - Financial Advisor

Senior Executive Product Management

Key Account Executive Response

Saint John's University

Gujarat University

Recommendations: 11

Regulatory Interpretations

GRC

Regulations

Risk Management

Financial Risk

Management Consulting

Financial Reporting

Analysis

Serge Chistov

Owner

Greater New York City Area

Owner

Senior Financial Advisor

Registered Represantative

financial advisor

Moskovskiy Meditsinskiy institut #3 imeni Semashko

Recommendations: 10

Strategic Financial...

Investments

Equities

Wealth Management

Financial Analysis

Insurance

Portfolio Management

Trading

Yanick Midyette

Vice President

Greater New York City Area

Vice President

Vice President-Investment Specialist

2nd Vice President - Financial Advisor

University of Miami - School of Business

Florida International University

Lake Mary High School

Recommendations: 10

Series 7

Wealth Management

Portfolio Management

Mutual Funds

Asset Allocation

Equities

Series 63

Fixed Income

y****[email protected]

Shirley A. Abraham

Lic. Real Estate Broker / Property Manager

Greater New York City Area

Lic. Real Estate Broker / Property Manager

Vice President Managing Partner on Executive Leadership Council Advisory Committee

IBO

Vice Chairman, Founding Partner on Executive Leadership Committee

Lic. Life, Health and Accident Insurance, Property and Casualty Broker

Telecomunications Consultant

Regional Marketing Director

SEO Consultant

Financial Advisor

Energy Consultant

LIU Post

Herricks HIgh School

Recommendations: 10

Selling

Entrepreneurship

Real Estate

Investment Properties

Property Management

Residential Homes

Leadership

Small Business

Greg CIMA

Asst Vice President, Annuity Marketing Specialist - Merrill Lynch Insurance Group

Greater New York City Area

Asst Vice President, Annuity Marketing Specialist - Merrill Lynch Insurance Group

Asst Vice President, Annuity Product Specialist - Merrill Lynch Insurance Group

Financial Advisor

Senior Vice President, Strategic Accounts - Retirement and Protection

Director, Western Division Sales Manager - Merrill Lynch Global Bank

Director, National Sales Manager - Merrill Lynch Global Wealth Management

Vice President, District Annuity Specialist - Merrill Lynch Insurance Group

Jacksonville University

University of Miami

Darden School of Business, University of Virginia

Recommendations: 10

Series 7

Business Strategy

Strategic Planning

Business Development

Series 63

Marketing Strategy

Wealth Management

Sales Management

Christine Wolferman

Financial Advisor

Greater New York City Area

Financial Advisor

Citigold Relationship Manager

Vice president, private banker

Vice President, Wealth Management Banker

Consumer Finance Specialist

AVP, Americas Bank Group

Assistant Vice President

Senior Registered Client Associate

Senior Client Associate

Client Associate Lead/Coach

Registered Client Associate

and Interactive Client Services Representative

Boston University

University of Phoenix

Rutgers, The State University of New Jersey-New Brunswick

Recommendations: 10

Series 7

Credit

Banking

Mortgage

Series 66

Series 63

Financial Advisory

Investments

Keith Furst, MBA

Principal | Financial Crimes Technology Consultant | Actimize Specialist

Greater New York City Area

Principal | Financial Crimes Technology Consultant | Actimize Specialist

AML Analytics Business Analyst

Credit Risk Business Analyst / Project Manager

Business Analyst / Project Manager

Senior Associate

Financial Services Representative

Financial Advisor

BARUCH COLLEGE, ZICKLIN SCHOOL OF BUSINESS

Queens College

Archbishop Molloy High School

Recommendations: 9

Actimize Implementation

Oracle SQL

SQL Server

SQL

Business Analysis

Databases

Data Warehousing

Data Analysis

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

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

Gina Woodcock

Director of Marketing

Greater New York City Area

Director of Marketing

Financial Advisor

Assistant Director of Marketing

Recommendations: 9

Wealth Management

Retirement Planning

Financial Services

Retirement

Fixed Annuities

Mutual Funds

Financial Planners

Management

John Hardiman MBA, CRPS, CSNA

Vice President -Wealth Management Advisor

Greater New York City Area

Vice President -Wealth Management Advisor

Vice President - Financial Advisor

Assistant Vice President - Financial Consultant

VP - Institutional Municipal Bond Trader

Yale Business Scool

St. John's University

Villanova University

Chaminade Prepatory High School

Oakwood

Recommendations: 9

Series 7

Series 63

Wealth Management

Retirement Planning

Alternative Investments

Asset Allocation

Mutual Funds

401k

Joe Yesunas

Sales Manager, North America

Greater New York City Area

Sales Manager, North America

Director, Sales Development and Inside Sales

Manager, Corporate New Business

Manager, Sales Solutions

Manager, Global Inside Sales - New and Renewal Business

Manager, Global Inside Sales

Director of Sales

Senior Sales Manager

Sales Manager

Team Lead

Account Executive

Implementation Specialist

Financial Advisor

Rider University

Toms River High School South

Recommendations: 8

Information Management

SharePoint

Sales Management

Enterprise Software

Sales Cycle Management

Professional Services

Cloud Computing

Microsoft Technologies

Elena Iltcheva

Business Development Manager

Greater New York City Area

Business Development Manager

MBA Class of 2013

Summer Associate, Corporate M&A Group

Manager Business Analysis

Business Analyst

Financial Advisor

Financial Analyst

University of Virginia - Darden Graduate School of Business Administration

Gardner-Webb University

127 - Elementary School in Sofia

Recommendations: 8

Financial Analysis

Financial Modeling

Corporate Finance

Valuation

Due Diligence

Data Analysis

Market Research

Business Valuation

Sophie Roux Leal

MBA Candidate Class of 2012

Greater New York City Area

MBA Candidate Class of 2012

Summer Associate - Natural Ressources

Associate in M&A

Financial Advisor Assistant

Research Equity Analyst

Junior Consultant

Junior Consultant in e-recrutment

Dartmouth College - The Tuck School of Business at Dartmouth

MBA Institute

Tulane University

Recommendations: 8

Financial Modeling

Valuation

Financial Analysis

Investment Banking

Mergers

PowerPoint

Microsoft Excel

Microsoft Word

Sheldon Boyarsky, CRPC (R), CFP (R)

Vice President, Wealth Management Advisor

Greater New York City Area

Vice President, Wealth Management Advisor

VP Financial Advisor

Director of Purchasing

Investment Systems Analyst, Cash Management Manager, Supervising Procurement Specialist

Comptroler Mutual Funds and Compliance Manager

Accountant Auditor

SPEC 5

LIU Brooklyn

Recommendations: 8

CERTIFIED FINANCIAL PLANNER TM

CHARTERED RETIREMENT PLANNING CONSULTANT TM

Institutional Clients

Retirement Planning

Estate Planning

Wealth Management

Retail

Financial Planning

Salvatore V Farina

First Vice President. Head of F.X Dept Safra National Bank

Greater New York City Area

First Vice President. Head of F.X Dept Safra National Bank

Financial Representative/New york State Financial Advisor

Foreign Exchange Broker/Manager

Foreign Exchange Vice President/Manager

Vice President/Treasurer

Vice President/ Manager

F.X Broker

St.Helena

Lehman College

St Benidict

Recommendations: 8

Private Banking

Fixed Income

Equities

FX Options

Derivatives

Bloomberg

Banking

Emerging Markets

Wonsang Cho

Director, Market Insights

Greater New York City Area

Director, Market Insights

Senior Manager, Marketing Research

Manager, Global Strategic Research

President and Founder

International MBA Graduate

Market Research Manager

Market Research Associate

Market Research Analyst

Financial Advisor

Recommendations: 7

Market Research

Market Analysis

Marketing Research

Marketing Strategy

Business Strategy

Marketing

Analytics

Competitive Intelligence

w****[email protected]

Sergio Bordenabe

Photographer

Greater New York City Area

Photographer

Relationship Manager

Vice President

Senior Vice President, Sales Trader

Financial Advisor

Vice President

owner

Fixed income sales

Financial Consultant

Traders Assistant

New Jersey City University

Fairleigh Dickinson University

Recommendations: 7

Fixed Income

Hedge Funds

Equities

Alternative Investments

Portfolio Management

Investments

Trading

Capital Markets

Mark Moskowitz

Founder and President

Greater New York City Area

Founder and President

Head Trader, Partner, Daily Financial Writer

President, Head Educator, Trader

General Partner

Financial Advisor

Vice President, Financial Advisor

Northeastern University

Wardlaw Hartridge

Recommendations: 6

Trading

Investments

Strategy

Equities

Portfolio Management

Hedge Funds

Management

Technical Analysis

Eugene Shevaldin

Analyst - Debt & Equity Finance

Greater New York City Area

Analyst - Debt & Equity Finance

Senior Business Analyst

Consultant - Corporate Finance

Consultant

Production Assistant

Management Consulting Summer Analyst

Financial Advisor Intern

Production Assistant

Corporate Accounting Intern

New York University - Leonard N. Stern School of Business

Bentley University

Bergen Academies

Recommendations: 6

Real Estate Transactions

Real Estate Financing

Commercial Real Estate

Structured Finance

Cash Flow Analysis

Argus Modeling

Financial Modeling

Microsoft Excel

Emil Dimitrov

Vice President - Senior AML Compliance Officer

Greater New York City Area

Vice President - Senior AML Compliance Officer

AML Compliance Officer

Director of Surveillance

Financial Advisor

Harold Washington College

University of National and World Economy

Recommendations: 6

USA PATRIOT Act

Series 7

Risk Management

FCPA

Forensic Investigations

Foreign Corrupt Practices Act

Securities Laws & Regulations

Staff Interface Supervision

Danielle Izzo

Mid-Market Account Representative

Greater New York City Area

Mid-Market Account Representative

Sales Consultant

Financial Advisor Intern

Enterprise Account Executive

Sales Consultant

Saint John Fisher College

Recommendations: 6

Start-ups

Solution Selling

Business Relationship...

Sales Presentations

Sales Prospecting

Cold Calling

Payroll Taxes

Small Business

d****[email protected]

Candice E. Batts

Event Coordinator - Marketing Dept, Alliances

Greater New York City Area

Event Coordinator - Marketing Dept, Alliances

Meeting Planning Coordinator

Full Service Meeting Planner

US Events Director

Financial Advisor

Senior Speakers Bureau Coordinator

Rutgers, The State University of New Jersey-New Brunswick

Rutgers University

New York University

Recommendations: 6

Social Media Marketing

Online Marketing

Blogging

Marketing Communications

SEO

Marketing

Public Relations

Content Development

Jason Jensen

VP- Program Manager Analyst

Greater New York City Area

VP- Program Manager Analyst

Marketing Manager

Sr. Director - Supply Chain - Channel Solutions

Director - Supply Chain Strategy

Sr. Manager - Member Experience, Consumer Solutions Group

Manager, Mail and Generics Programs, Consumer Solutions Group

Product Manager

Internal Wholesaler / Annuity Retention Specialist

Financial Advisor

Muhlenberg College

Oratory Preparatory High School

Recommendations: 6

Vendor Management

Program Management

MS Project

Project Planning

Project Implementation

Project Coordination

Project Execution

Project Delivery

Carol Ying

Vice President, Global Sales Operations

Greater New York City Area

Vice President, Global Sales Operations

Head of Sales Operations

Director, Sales Operations

Product Manager, Non-Taxable 529 Plan and Retirement Products

Financial Advisor Associate

Senior Director of Sales Operations

Product Marketing Manager

VP, Sales Operations

University of Pennsylvania - The Wharton School

University of Pennsylvania

Recommendations: 6

Lead Generation

Analytics

Strategic Partnerships

Sales Operations

Online Advertising

Digital Media

Salesforce.com

CRM

John M. Losquadro

Director of Centralized Financial Security

Greater New York City Area

Director of Centralized Financial Security

Financial Advisor

Project Manager/Credit Control Analyst

Montclair State University

County College of Morris

Recommendations: 6

Strategic Financial Planning

Insurance

Finance

Securities

Mutual Funds

Financial Planning

Financial Advisory

Series 7

Dante Orlando Brown

Biosurgery Sales Manager

Greater New York City Area

Biosurgery Sales Manager

Internal Review and Audit Compliance Officer

Executive Sales Associate

Preceptor, Marketing Strategy and Commercial Operations

Battalion Administrative, Physical Security, Budget and Logistics Officer

Financial Advisor

Battalion Budget and Logistics Officer

Senior Tactical Director

Air Defense Artillery Captains' Career Course Captain

West Point Admissions Minority Outreach Officer

Brigade Air Defense Artillery Liaison Officer

Bradley Stinger Fighting Vehicle Platoon Leader

MANPADS Platoon Leader

Air Defense Artillery Officer Basic Course Lieutenant

New York University - Leonard N. Stern School of Business

United States Military Academy at West Point

Recommendations: 6

Diabetes

Insomnia

Osteoporosis

Rheumatoid Arthritis

Pharmaceutical Industry

Military

Strategic Planning

Pharmaceutical Sales

Mark Paley, MBA

Director of Inside Sales

Greater New York City Area

Director of Inside Sales

COO

District Sales Manager; Life & Investment Specialist

Financial Advisor

Associate Regional Director

Bellevue University

Ner Israel Rabbinical College

Recommendations: 6

Insurance

Finance

Leadership

Sales

Life Insurance

Analysis

Program Management

Investments

Gino Basile

Proprietor & Operator

Greater New York City Area

Proprietor & Operator

Client Manager II

Client Service Liaison

Specialist, Investor Services Advisor

Analyst-Mutual and Money Market Funds

Senior Associate - Asset Transition Services

Financial Advisor Apprentice

Personal Banker II - Head Teller

Rutgers, The State University of New Jersey-Camden

Recommendations: 6

Brokerage Account Management & Administration

Brokerage Operations

Business Communications

Client Service

Confidentiality

Consulting

Critical Thinking

Research

Stuart Foisy

Director Marketing and Sales

Greater New York City Area

Director Marketing and Sales

National Sales and Marketing Director

VP Institutional Sales Relationship Manager

Financial Advisor

Director Business Development

Sr Interactive Marketing Manager

Fordham University - Graduate School of Business Administration

State University of New York College at Plattsburgh

Recommendations: 5

Strategy

Salesforce.com

Business Development

Market Analysis

New Business Development

CRM

Strategic Planning

Sales

Andrew D'Eloia

Head Varsity Boy's Basketball Coach

Greater New York City Area

Head Varsity Boy's Basketball Coach

Founder and Head Skills trainer

Assistant Men's Basketball Coach

Regional Manager Sales

Sales Representative

Sales and Development

Financial Advisor

Advertising Sales Representative

Sales Representative

Hobart and William Smith Colleges

Recommendations: 5

Recruiting

Training

Change Management

Sales

Strategic Planning

Coaching

Public Speaking

Budgets

Jason E. Farca

CEO

Greater New York City Area

CEO

Educator

Financial Advisor

Touro College

Kollel Zichron Shlomo

Yeshivat Mir, Israel

H.A.N.C.

Neveh

Recommendations: 5

Small Business

Teaching

Corporate Law

Nonprofits

Fundraising

Public Speaking

Customer Service

Non-profits

j*****@incbrothers.com

Keith Murphy

Regional Sales Manager

Greater New York City Area

Regional Sales Manager

Enterprise Account Manager

Account Manager

Senior Account Executive

Financial Advisor

Fairfield University

Ramsey High School

Recommendations: 5

Solution Selling

Major Accounts

Document Imaging

Managed Print Services

Sales Process

Contract Negotiation

Salesforce.com

Cold Calling

Graham Gardner, MBA

Regional Inside Sales Manager

Greater New York City Area

Regional Inside Sales Manager

Inside Sales Manager

Manager - National Sales Team

Strategic Alliance Manager - Business Development

Sales Consultant - National Sales Team

Sales Consultant - Cigna Sales Team

Case Analyst/Paraplanner

Financial Advisor

Marketing Representative

Customer Service Specialist - Supply Chain Management/Logistics

University of Florida - Warrington College of Business Administration - Hough Graduate School of Business

Pace University - Lubin School of Business

Recommendations: 5

Sales Management

Business Development

Training

Salesforce.com

Sales

Team Building

Cold Calling

Call Centers

John Wellington

Enterprise Sales Director

Greater New York City Area

Enterprise Sales Director

Financial Advisor

Chief Administrative Officer

Director - Wealth Management & Advisory Services

Middlebury College

London School of Economics and Political Science

Lewisburg Area High School

Recommendations: 5

Business Development

Wealth Management

Relationship Management

Financial Services

Product Marketing

Process Improvement

Productivity Coaching

Product Innovation

Dino Dionne

President & CEO

Greater New York City Area

President & CEO

Managing Partner

Vice President

Senior Financial Advisor

University of Liverpool

St. John's University

NAG

Recommendations: 5

Business Consultancy, Business Development, Asset Management and Trading

FX Options

Bonds

Investment Strategies

Financial Markets

Investment Management

Financial Modeling

Mutual Funds

b****[email protected]

d****[email protected]

MIKE HOFFSTEIN

President

Greater New York City Area

President

Vice President - Regional Director

Financial Advisor

Vice President Director of Sales & Marketing

University of Denver

University of Denver - Daniels College of Business

Beach Channel High School

Recommendations: 5

Investments

Investment Properties

Banking

Mortgage Banking

Credit

Business Development

Business Strategy

Finance

Dianna Dudley

Conduct and Regulatory Affairs (C&RA) Regulatory Risk Reporting

Greater New York City Area

Conduct and Regulatory Affairs (C&RA) Regulatory Risk Reporting

Compliance Associate

Marketing Consultant

Consultant on temporary assignment as Website Designer

Partnership & Brand Marketing

Foundation Coordinator

Owner, Manager

Public Affairs Chairwoman

Financial Advisor

Marketing Director

National Account Manager

Manager

Howard University

Golden Gate University

Recommendations: 5

Regulatory Reporting

Risk Management

PowerPoint

Word

Promotions

Outlook

Writing

Non-profits

d****[email protected]

Henry Niemczyk

Sales Associate

Greater New York City Area

Sales Associate

Workforce Management Consultant

Financial Advisor

Ramapo College of New Jersey

Wayne Valley

Recommendations: 5

SaaS

Payroll

HR Technology

Time and Attendance Technology

Benefits Administration

ACA Compliance

Talent Management

Organizational Development

Jonathan Nott, MBA

Staff Auditor

Greater New York City Area

Staff Auditor

Senior Accountant (Temp.)

Intern

Graduate Assistant

Staff Accountant

Portfolio Administration Associate

Financial Advisor

Intern

State University of New York at New Paltz

Kingston High School

Recommendations: 5

Finance

Accounting

Data Analysis

Financial Reporting

Strategic Financial Planning

Microsoft Excel

Microsoft Office

Auditing

n****[email protected]

David Goler

Director of National Accounts

Greater New York City Area

Director of National Accounts

Account Executive

Senior Digital Account Manager

Junior Associate of Digital Resolution

Financial Advisor

University of Hartford

Recommendations: 5

DART

DSM

Excel

Research

Customer Relations

Insurance

Digital Media

Social Media

Atara Mauskopf, PMP

Arbitrage / Business Development Manager/Project Manager/Product Manager

Greater New York City Area

Arbitrage / Business Development Manager/Project Manager/Product Manager

Product & Implementation Manager; Management Leadership team

VP - Channel /Business Planning

Product Manager, HNW

Senior Associate, Stock Options

Financial Advisor, Retirement Specialist

Stevens Institute of Technology

City University of New York-College of Staten Island

Recommendations: 5

Business Development

Leadership

CRM

Management

Product Management

Strategic Planning

Entrepreneurship

Wealth Management

Ed Bruehl

Associate Real Estate Broker

Greater New York City Area

Associate Real Estate Broker

Associate Broker

Founder

Sales Director / Broker

Sales Associate

Financial Advisor

California Polytechnic State University-San Luis Obispo

Recommendations: 5

Real Estate

Investment Properties

Investments

Investors

Sellers

Brokerage

Selling

Real Estate Transactions

Nicholas Crispinelli

Financial Advisor

Greater New York City Area

Financial Advisor

GoPro Brand Ambassador

District Manager

Field Sales Manager

Branch Manager

Sales Manager

University of Vermont

Trinity Pawling School

Recommendations: 5

Direct Sales

Customer Service

Leadership

Management

Sales Operations

Marketing

Teamwork

Marketing Strategy

Jay Heller

Sr. Managing Director - Head of IPO Execution Team & Capital Markets

Greater New York City Area

Sr. Managing Director - Head of IPO Execution Team & Capital Markets

Director of Institutional Trading & Sales

Equity Trader

Operations Manager / Financial Advisor

Kean University

Monroe Township High School

Recommendations: 4

Investments

Financial Markets

Trading

Investment Banking

Securities

Investment Strategies

Asset Allocation

Banking

Jeremy Dickstein

Financial Advisor

Greater New York City Area

Financial Advisor

Senior Managing Director

Financial Representative

Columbia University in the City of New York

Horace Mann School

Walden

Recommendations: 4

Marketing

Financial Services

Business Development

Management

Leadership

Financial Advisory

Investments

Series 7

Lyle LaMothe

Financial Advisor

Greater New York City Area

Financial Advisor

Executive Chairman

First Vice President, Regional Managing Director

Managing Director

Managing Director, Head of Northeast Division

University of Redlands

Recommendations: 4

Strategic Leadership

Tactics

Client Service

Wealth Management

Executive Development

Brokerage

Financial Advisory

Financial Services

Andres Sheppard

Financial Advisor / Portfolio Manager

Greater New York City Area

Financial Advisor / Portfolio Manager

Portfolio Manager Global Wealth Management

New Business Development Associate

Portfolio Manager & Advanced Technical Analysis

Equity Specialist Analyst

Analyst

Fall Analyst, Debt Capital Markets

Summer Analyst. Wealth Management.

Boston University

Recommendations: 4

Risk Management

Wealth Management

Microsoft Excel

Technical Analysis

Sales

Foreign Exchange

Marketing

Derivatives

Tony Rogers, CFP®,

Senior Director

Greater New York City Area

Senior Director

Senior Investment Strategist. Senior Vice President

Financial Advisor

Agent

Recommendations: 4

Wealth Management

Portfolio Management

Alternative Investments

Asset Allocation

Financial Planning

Insurance Planning

Succession Planning

Trust Management

Jack Zimnavoda

Account Manager

Greater New York City Area

Account Manager

Business Development Manager

Business Development Representative

Financial Advisor

Sales Associate

Account Manager Co-op

Northeastern University

Paul. D. Schreiber

Rolling Hills Prep

Rambam Day School

Recommendations: 4

Sales

Market Research

Research

Program Management

Salesforce.com

Business Development

Account Management

Finance

z****[email protected]

Matthew George

Business Development, Metro NYC Hedge Funds

Greater New York City Area

Business Development, Metro NYC Hedge Funds

Vice President, Institutional Equity Sales

Institutional Equity Sales

Major Account Executive

Senior Consultant/Wholesaler

Financial Advisor

Personal Banker

State University of New York at Albany

Recommendations: 4

Investments

Equities

Hedge Funds

Portfolio Management

Capital Markets

Mutual Funds

Equity Trading

Series 7

Bret Scesa

Director of Sales

Greater New York City Area

Director of Sales

Sales Manager

Director of National Sales

Account/Contracts Manager

Financial Advisor

Client Financial Analyst

State University of New York College at Oneonta

Minisink Valley

Recommendations: 4

Sales Management

Budget Management

Financial Analysis

Customer Relations

Operations Management

Strategic Planning

Risk Management

Market Research

b****[email protected]

Novelette Peterkin

Assistant Director of Residential Services

Greater New York City Area

Assistant Director of Residential Services

Chief Executive Officer

Registered Financial Advisor

University of New Haven

Mercy College

Recommendations: 4

Fundraising

Team Building

Organizational Development

Non-profits

Public Speaking

Leadership

Program Management

Management

n****[email protected]

Adam Schlett

Director, Business Development

Greater New York City Area

Director, Business Development

Business Development Manager

Member/Business Manager

Inventory and Operations Manager (Contract Position)

Coordinator, Finance

Assistant Director - Community Day Camp

Intern AP analyst

Intern Financial Advisor

Muhlenberg

Macquarie University

Glen Rock High School

Recommendations: 4

Direct Marketing

PPC

Affiliate Marketing

Lead Generation

Email Marketing

Mobile Marketing

Online Advertising

Analytics

Lea Labudovic

Financial Advisor

Greater New York City Area

Financial Advisor

Program Director/Fundraising and Donors Relations

Business Development Consultant

Assistant Account Executive

Marketing and Communication Manager

Communication Consultant

Production and TV Programming Intern

Account Executive

Journalist

IE (Instituto de Empresa)

University of Bologna

University of Novi Sad, Serbia

Recommendations: 4

Corporate Communications

Foreign Languages

Public Speaking

PowerPoint

Visual Basic

Strategic Communications

Brand Management

Leadership

Craig Cintron, CFP®

Strategic Relationship Consultant

Greater New York City Area

Strategic Relationship Consultant

CVP - Practice Management Consultant

Director - Advanced Income Solutions Group

Regional Vice President

Regional Marketing Associate

Financial Advisor, Advisor Coach

The College of New Jersey

Bergenfield High School

Recommendations: 4

Mutual Funds

Investments

Retirement

Fixed Annuities

Series 7

Wealth Management

Retirement Planning

Strategic Financial...

William Kelly

Managing Director

Greater New York City Area

Managing Director

Financial Advisor

Managing Director

Senior Vice President

Managing Director

Bowdoin College

MIT

Recommendations: 4

Financial Services

Capital Markets

Team Building

Energy

Private Equity

Portfolio Management

Asset Managment

Equities

w****[email protected]

Luke Kottke

Senior Managing Director - Global Equity Capital Markets

Greater New York City Area

Senior Managing Director - Global Equity Capital Markets

Vice President - Capital Markets

Financial Advisor

Associate

University of Scranton

Horace Greeley High School

Recommendations: 4

Microsoft Office

Bloomberg

Thomson One

Excel

Series 7

Series 65

Prospecting Skills

Road Show

Francisco Ulloa Urrutia

Manager Latin America

Greater New York City Area

Manager Latin America

Senior Emerging Markets Broker

Latam Currency Broker

Working Student

Financial Advisor

Private Banker

Recommendations: 4

f****[email protected]

Joseph Abate

401(k) District Manager

Greater New York City Area

401(k) District Manager

Retirement Sales and Relationship Specialist

AVP, Senior Retirement Specialist

Retirement Specialist

Financial Advisor

St. Francis University

Immaculata

Recommendations: 4

401k

Retirement

Series 7

Retirement Planning

Series 63

Pensions

Consultative Selling

Defined Benefit

Matthew Konsa

Associate Director of Programs

Greater New York City Area

Associate Director of Programs

Financial Advisor / Project Manager

Assistant to Head of Programming / Graduate Fellow

Program Assistant / Graduate Fellow - Equator Initiative

Small Business Advisor

Assistant Manager

Fordham University

Western Washington University

Recommendations: 4

International Development

Capacity Building

NGOs

Program Evaluation

International Relations

Community Development

Policy Analysis

Economic Development

Lewis Darnell Davis

Regional Sales Consultant

Greater New York City Area

Regional Sales Consultant

Sales Consultant-Business Division

Licensed Personal Banker

Financial Advisor

Regional Sales Manager

Area Manager

Acct Executive

Account Executive

Account Manager

Recruiter

Customer Service Manager

Sr Acct Rep

Southern Connecticut State University

United States Naval Academy

Stratford High School

Johnson Junior High School

Recommendations: 4

Sales

Finance

Recruiting

Insurance

Sales Operations

Credit Analysis

Loans

Operations Management

Denis Venturino

Financial Advisor - Registered Representative

Greater New York City Area

Financial Advisor - Registered Representative

Consultant - New Business

Financial Advisor

VP / General Manager

Senior VP Finance Operations Creative Group / CFO Arcade Creative

Sr VP Finance & Operations

Fordham University

Pace University - Lubin School of Business

Recommendations: 4

New Business Development

Start-ups

Business Planning

Business Development

Management

Entrepreneur

Managerial Finance

Analysis

d*****@dventurino.com

Heather Gifford

Head of Talent & Development, Wealth Management Americas

Greater New York City Area

Head of Talent & Development, Wealth Management Americas

Head of Corporate Financial Planning

Head of Financial Advisor Development

Director, Advanced Financial Advisor Development

Financial Advisor

Field Vice President

District Manager

Financial Advisor

Middlebury College

Recommendations: 3

Leadership

Wealth Management

Strategy

Series 7

Program Management

Business Strategy

Executive Education

Vendor Management

William Cerone

Financial Advisor

Greater New York City Area

Financial Advisor

Owner

Registered Client Associate

Student Controller

Fairleigh Dickinson University-Florham Campus

Recommendations: 3

Investments

Portfolio Management

Equities

Strategic Financial Planning

Asset Allocation

Forecasting

Finance

Business Development

Jay Falcone

Financial Advisor

Greater New York City Area

Financial Advisor

Emerald Coach

LPL Financial Advisor

Eastern Connecticut State University

Lynchburg College

Worcester Academy

Recommendations: 3

Insurance

Financial Planning

Asset Allocation

Retirement Planning

Investments

Equities

Wealth Management

Series 7

Mariya Illyasova

AVP Cash Collateral Management Finance Director

Greater New York City Area

AVP Cash Collateral Management Finance Director

AVP Structured Credit Trade Management

CDS Flow Front Office

Structured Credit Middle Office

Fixed Income/ TMPG Group

CDS Middle Office - Novations Team

Student Aid - Lubin School of Business

Summer Analyst

Financial Advisor, Kiev Ukraine

Pace University - Lubin School of Business

Pechersk School International

Recommendations: 3

Russian

Word

Bloomberg

English

Excel

PowerPoint

Derivatives

Bloomberg Terminal

Phillip Kurchack

Internal Advisor Consultant

Greater New York City Area

Internal Advisor Consultant

Regional Marketing Director, Northeast

Regional Vice President

Senior Regional Sales Representative

Quality Specialist

Financial Advisor

Inside Sales Representative

State University of New York at Albany

Recommendations: 3

Mutual Funds

Financial Services

Series 7

Series 63

Securities

Investments

Fixed Income

Investment Management

p****[email protected]

Tom Daly

Operations - Plans - Consulting

Greater New York City Area

Operations - Plans - Consulting

Consultant - PA Group Supervisor - Reviews TFL

Consultant - TFL / PA Group Supervisor

Managing Partner of Interim Management and Executive Recruiter firm

Deputy Planning Director (Interim Management) & Project Manager (Independent Contractor)

Financial Advisor

President & Retained Recruiter I Executive Recruiter | IT Recruiter I HR Recruiter I Sr Recruiter

Infantry Officer

Sergeant

State University of New York College at Cortland

Recommendations: 3

Teamwork

Team Building

Team Leadership

New Business Development

Full-cycle Recruiting

Talent Scouting

Talent Acquisition

Leadership Development

Steven Maybloom MS EM, NABCEP ELPV

Operations Manager

Greater New York City Area

Operations Manager

President & Founder

Lead Senior Engineer Power Asset Management

Lead Senior Engineer Power Asset Management (PAM)

Smart Grid Instructional Support

Project & Contract Management

Client Financial Analyst / FLS Advisor

Financial Advisor

Implementation Engineer Level II / Service Delivery Manager Level II Team Lead

Customer Project Manager

New York Institute of Technology-Old Westbury

Suffolk County Community College

New York Institute of Technology

Stony Brook University

Suffolk County Community College

New York Institute of Technology

Suffolk County Community College

Stony Brook University

Suffolk County Community College

Recommendations: 3

Renewable Energy

Sustainability

Energy Efficiency

Energy Management

Energy Conservation

Solar Energy

Energy

Green Building

Seerat CFA

Financial Advisor Associate Intern

Greater New York City Area

Financial Advisor Associate Intern

Manager - Securitization

Graduate Assistant

Rochester Institute of Technology

University of Cambridge

Delhi University

Recommendations: 3

Joe Costello

Financial Advisor

Greater New York City Area

Financial Advisor

401(k) Regional Account Manager

Account Executive - 401(k)

Team Leader - Auto & Home and 401(k) Plan Management

University of Colorado Denver

Cherry Creek High School

Recommendations: 3

401k

Financial Planning

Small Business

Retirement

Retirement Planning

Strategic Financial...

Insurance

Fixed Annuities

Anthony Masseria

VP-Mortgage Sales Manager

Greater New York City Area

VP-Mortgage Sales Manager

Mortgage Consultant

Financial Advisor

Loan Officer

Cleveland State University

Recommendations: 3

NMLS# 410099

Series 6 & 63 Licensed

New Jersey-Life, Accident and Health Insurance

Mortgage Lending

Series 63

Health Insurance

Mortgage Banking

Loan Origination

Rob Liflander

Managing Director, Northeast Region

Greater New York City Area

Managing Director, Northeast Region

Director, Sales & Business Development

VP, Commercial Business Development

Financial Advisor

Business Manager

Internet Manager

Sales

Columbia University - Columbia Business School

Brandeis University

Herricks High School

Recommendations: 3

New Business Development

Business Strategy

Business Process Re-engineering

Product Development

Marketing Strategy

Digital Marketing

Financial Modeling

Sales

Antoinette Rodriguez, MBA

Marketing & Business Productivity Coach For Financial Advisors

Greater New York City Area

Marketing & Business Productivity Coach For Financial Advisors

Founder and Rabble-Rouser Content Contributor

Financial Advisor

University of South Florida

University of South Florida - College of Business Administration

Recommendations: 3

Services Marketing

Marketing Strategy

Financial Advisory

Wealth Management

Wealth Management...

Sales Process

Business Development

Business Strategy

a*****@marfiadvisors.com

Rick Fishkin

President

Greater New York City Area

President

Mortgage Banker

Owner

President/Owner

Financial Advisor

State University of New York College at Plattsburgh

Ramapo Sr. High School

Recommendations: 3

Mortgage Lending

Investments

Fixed Annuities

Portfolio Management

Retirement Planning

Insurance

Real Estate

Finance