Work:
Multi-Financial Securities
Nov 1993 - Jan 2002
Registered Representative
John Hancock Financial Services
Sep 1979 - Jan 1993
Registered Representative
Castaldi Financial Solutions
Sep 1979 - Jan 1993
Founder and President
Education:
Providence College 2009 - 2013
Quinnipiac University 1972 - 1976
Bachelors, Bachelor of Science, Marketing
Quinnipiac University - School of Business 1972 - 1976
Bachelors, Bachelor of Science, Marketing
Guilford High School 1972 1971 - 1972
Central Catholic High School - Allentown, Pa 1969 - 1970
Skills:
Wealth Management, Retirement Planning, Public Speaking, Estate Planning, Financial Coaching, Investments, Insurance, Retirement, Financial Planners, Mutual Funds, Finance, Financial Services, Securities, Leadership, Strategic Planning, Management, Wealth, Disability Insurance, Long Term Care Insurance, Financial Goals, Investment Advisory, Coaching, Long Term Care, Retirement Income Strategies
Certifications:
Chartered Financial Consultant (Chfc)
Chartered Life Underwriter (Clu)
Pace (Professional Achievement In Continuing Education)
Five Star Wealth Manager Award