American Portfolios

Company Profile

Categories:Financial Services

Site:firstallied.com

Products:Bonds, Brokerage Services, Investment Advisors, Investment Management, Investment Services, Stock Options, Stocks

Additional:Stock & Bond Brokers

Who has worked at American Portfolios

	Position at American Portfolios	Previous job position
Alan Bernstein	Financial ConsultantSince Mar 2011	G.R.O.WMember Commitee Since Jan 2010
Alison Berry	Branch Sales AssistantSince Jun 2010	Wachovia Securities, LLCProcess Manager Nov 2000 - Jun 2009
Allan Wasserman	PrincipalSince 2009
Amber Kane	Advisor Technology and Support SpecialistSince Oct 2007	Coach RealtorsLicensed Real Estate Agent Since Oct 2005
Andrew Corrigan	Registered RepresentativeSince Oct 2003	Nathan & Lewis SecuritiesRegistered Representative Mar 1997 - Sep 2003
Angelica Levy	Assistant to Registered RepresentativeSince Jan 2014	Buffalo Wild WingsServer Jun 2010 - Dec 2013
Anthony Sciuto	Investment Advisor Representative
Anthony Tripi	President
Ben Lira	Managing DirectorSince Feb 2005	Financial NetworkFinancial Consultant Jul 1987 - Feb 2005
Brett Shofner	Senior Vice President
Carl Vandenburg	Registered RepresentativeSince Apr 2007	Vandenburg Properties LLCOwner Since Jul 1998
Chris Moore	Registered Rep
Christi Johnson	Registered PrincipalSince Mar 2009	AlphaStar Capital Management, LLCFinancial Associate Since 2011
Christopher Gillon	investment advisorSince Feb 2012
Craig Poore	Manager of Media Production and Studio OperationsSince Aug 2008	Outpost Media ProductionsOwner and Video Creator Since Feb 1988
Dan Peterson	Financial Advisor
Dan Saxe	CFP	Daniel N. Saxe, CFPFinancial Planner Since 1999
Daniel Mazzola	president
Danielle Calcara	Affiliation Services AssociateSince Oct 2009
Dave Stepp	investment advisor
David Smalbach	certified financial planner
Dee Gibbons	Advisory Compliance ManagerSince Aug 2007 Advisory complianceSince 2007	Park Avenue SecuritiesCompliance 2002 - 2007
Diane Boyajian	Financial Planner Registered Representative
Donna Mcintosh	Benefit Consultant, GBDSSince Apr 2007	Order Sons of Italy in AmericaMember Since Jan 2013
Ed Levine	Registered Investment Advisor RepresentativeSince Jan 2008	Pinnacle Taxx AdvisorsPartner Since Jan 2003
Eric May	sr vp
Ethel Valentino	assistant to CEO
Frank Giacchetto	cco
Gary Davis	Certified Financial PlannerSince Mar 2010	UBSVice President Investments Dec 2001 - Dec 2005
Gary Gordon	Executive Vice PresidentSince Sep 2011	NinePointsGroupPrincipal Since Mar 2010
Gary Grappone	Senior Vice PresidentSince Sep 2001 Senior Vice President
Geoffrey Wade	Financial AdvisorSince Sep 2007	A. Geoffrey Wade Financial Services, LLCPresident Since Aug 2005
Gerald Sanford	financial avisor
Gerard Trapp	Investment Advisor	UBS Princeton, NJFinancial Advisor 2006 - 2009
Gerri-Ann Seidman	Senior Corporate Executive AssistantSince Sep 2012	Greater Nassau ChorusCommunications Coordinator Since May 2010
James Germaine	Technician
Jamie Lyon	Director of Plan ServicesSince Mar 2012	Blissful Movements, LLCOwner Since Nov 2011
Jeff Baker	Owner/Financial AdvisorSince Feb 2008	Money ConceptsBroker Oct 2003 - Jan 2008
Jeffrey Kahn	Director of SurveillanceSince Jul 2010	First Allied SecuritiesVP Supervision East Coast Sep 1998 - Jul 2010
Jennifer Ziemacki	Representative Services Leader
Jeremy Raco	Senior Vice PresidentSince Feb 2013	Centra financial groupFinancial Advisor Since Oct 1994
John Johnson	Financial Planner
John Rodriguez	Systems ManagerSince Apr 2006	Delta EnvironmentalDatabase Content Specialist Feb 2002 - Apr 2006
John Stith	Investment Advisor
John Wilkinson	Investment AdvisorSince Jun 2009	Riversource Asset ManagementRegion Vice President Dec 2004 - May 2009
Ken Hauck	Managing DirectorSince Nov 2002
Kimberly Oetting	Securities Licensing & Compliance Associate
Kirk Henderson	Financial Planner
Lisa Danella	Registered RepresentativeSince Oct 2012	AmbacVice President - Communications and Brand Management Mar 1998 - Sep 2009
Liz Moody	Registered PrincipalSince Feb 2012	Wilmington CapitalBranch Supervisor Mar 2011 - Sep 2011
Mark Hopper	Owner
Maryann Rosolino	Corporate Receptionist & Event PlannerSince Jun 2007
Matt Stewart	Client Relations ManagerSince Apr 2012
Matthew Lewis	Financial Advisor and Legal AssistantSince Mar 2011
Mauro D'addato	In-House Supervisory PrincipalSince Apr 2011
Michael Stewart	Managing Director, Owner/Operator of the Houston BranchSince Mar 2003	Morgan KeeganVP Investments Jan 1998 - Mar 2003
Patti Redling	financial consultant Financial Consultant
Patty Hunter	Assistant
Paul Adamo	Representative
Paul Berceau	Mortgage Banker	Peoples Home Equity, Inc.Branch Manager Since Jul 2011
Paul Wright	Owner
Peter Paul Ostapow	Broker & Investment Adviser RepresentativeSince Feb 2011	Ostapow Financial ServicesCertified Financial Planner Since Sep 1979
Price Gledhill	Registered Representative
Rich Gerepka	CFP
Rich Grucz	Investment Advisor
Robert Archard	Systems AdministratorSince Oct 2009	Boundless Technologies, Inc.Director IT/IS Feb 1988 - Oct 2008
Robert Engelhardt	Senior Vice PresidentSince Aug 2003	Prudential SecuritiesVice President Aug 1997 - Aug 2003
Rohn Hein	Registered repSince Feb 2002	Security First PlannersRegistered Representative Oct 1985 - Feb 2002
Ron Chakler	Senior Managing DirectorSince Jun 2000
Rosann Lill	Assisant Office Manager	APFS Rochester, Inc.Assistant Office Manager Since 1996
Scott Littman	Transfer of Asset SpecialistSince Mar 2010 Transfer of Assets SpecialistSince Mar 2010	E Trade FinancialElite Financial Services Representative Jan 2009 - Jul 2009
Sharla Englerth	Financial RepresentativeSince Feb 2013	Centra Financial GroupFinancial Representative Oct 2009 - Feb 2013
Shauna Faulkner	Corporate Communications SpecialistSince Dec 2009	The ExaminerStaff Writer Jun 2007 - Jun 2009
Stewart Caesar	Consultant
Teresa Hemann	Associate Wealth AdvisorSince Jan 2013 Key Account CoordinatorJul 2009 - Jul 2011 Executive AssistantSep 2006 - Jul 2009 Customer Service RepresentativeSep 2003 - Sep 2006 InternJun 2003 - Sep 2003
Theresa Hannon	Financial AdvisorSince Jan 2010	Theresa Hannon Financial Group, Ltd.Owner Since Sep 1984
Tom Finnegan	Managing DirectorSince Jan 2002
Xavier Felipe	CFP
Naresh Wadhwani	financial advisor

Former Employees

	Position at American Portfolios	Next job position
Alan Grodin	Financial Advisor2004 - 2012	Metro New York Fund SpecialistsPresident Since Jan 2010
Alicia St. Nicholas	Administrative AssistantMar 2011 - Oct 2012	New York LifeAssociate Since Oct 2012
Annette Lee	Business Development & Operations SupportSince Jun 2011	NationpayPayroll and Benefits Support Since Sep 2011
Antonino Saccoccio	Media Operations CoordinatorSep 2006 - Aug 2007	Skip FilmVarious Since Mar 2011
Arkadiy Avigdorovich	TempJun 2003 - Aug 2003	UBS Investment BankAssociate Director, Derivatives Product Control Since Mar 2010
Bj Mcnicholas	Principal - OSJ ManagerFeb 2002 - May 2009	Saxony Securities Inc.Principal - OSJ Manager Since Jun 2009
Brian Yarch	Registered RepresentativeSince Feb 2010	Regulus Advisors LLCFINOP Since Jun 2011
Brittany Carter	Administrative AssistantJan 2008 - May 2011	PPS Advisors IncBusiness Support Specialist Since May 2011
Bryan Eriksen	Staff AccountantSince May 2010	Terressentia CorporationStaff Accountant Since Aug 2013
Bryan Kranek	Registered AssistantMay 2007 - Feb 2010	Skylight Financial GroupFinancial Advisor and Special Care Planner Since Mar 2010
Craig Panarella	Registered RepresentativeMay 2009 - Jun 2012	Panarella Wealth Management LLCFirm Principal & Financial Advisor Since Jul 2012
Danielle Spinelli	Secretary WorkSince 2006	AnthropologieSales Associate Since Aug 2008
Danielle Walter	New Accounts AssociateFeb 2006 - Apr 2007	Walgreen's Pharmacy DeptCertified Pharmacy Technician Since Dec 2012
Dave Molter	Customer and Accounts Relations ManagerMar 2011 - Jun 2012 New Accounts Supervisor2007 - 2010	Morgan Stanley Wealth ManagementAssistant Vice President Since Jun 2012
Dell Bernier	Registered RepresentativeSince Jul 2007 Reg. Investment AdvisorSince Apr 2009	MRI-The Boston GroupExecutive Consultant Since Jan 2011
Ed Morrison	Advisory Board MemberSince Jan 2012	Roche Financial PartnersPrincipal Since Jan 2012
Edward Krupski	AssistantMay 2007 - Aug 2007	State Farm InsuranceInsurance Agent Since Mar 2010
Elizabeth Munday	Registered PrincipalSince Mar 2009	Regulus Advisors, LLCBusiness Development Since Mar 2009
Emilyjane Andaya	InternshipJan 2006 - May 2006	Tribune Media CompanyLeave Administration - Contractor Since Oct 2014
Gregory Stringfield	Financial Advisor Investment Advisor RepresentativeSince Sep 2009	River Brook LLCOwner, Investment Advisor Representative Since Dec 2012
Janell M. Dannenfelser	Relationship Manager2004 - 2006	Western Asset ManagementClient Service & Marketing Since Jan 2007
Jared Mcgill	Registered RepresentativeAug 2005 - Jul 2011	Blank Financial GroupRegistered Representative Since Jul 2011
Jennifer Lumkong	Administative AssistantOct 2006 - Nov 2008
Jenny Langhorst	Office Manager (Phoenix Branch)2003 - 2005	Garfield County Govt., COAccounting Supervisor Since Jun 2010
John Arniotis	Registered RepresentativeFeb 2008 - Dec 2009	Annie Mac Home MortgageLoan Production Manager Since Dec 2008
Judy Beckman	Financial adviser2002 - 2012	Financial SolutionsOwner Since Mar 1984
Michael Brown	Registered PrincipalSince 2009	Madison Wealth LLCSenior Vice President Since 2009
Michael Martino	Relationship Management AssociateOct 2010 - Sep 2011	Capital OneRelationship Manager Since Oct 2011
Rosemarie Noto	A full-service broker2011 - 2012
Sara Dolber	Advisory Due Diligence CoordinatorSince Oct 2009	Forget Me Not Horse Rescue and SanctuaryVolunteer and Fundraiser Coordinator Since Aug 2010
William Flinter	New Accounts AssociateMar 2009 - Jun 2011	Capital OneRelationship Banker Since Jun 2013