Broker Check

Team


在大发app下载,大发app下载是一个由高度上进的个人组成的团队,大发app下载的实力来自于大发app下载对客户的承诺, our producers, our staff and our industry. With a constant quest for growth through excellence, 大发app下载在保险专家的指导下继续提供越来越多的服务, investments and comprehensive planning.


大发app下载的助理团队由大发app下载行业中一些最敬业、受过良好教育的个人组成:

 

Leadership

David A. Perlmutter

Managing Partner, General Agent, Registered Principal

dperlmutter@zonarojafotografia.com

David A. Perlmutter是大发app下载 Financial Group (大发app下载)的总代理和注册负责人。, 这是一家提供全方位服务的财务规划公司,在纽约和梅尔维尔设有销售办事处, Long Island; a corporate office in Forest...

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Andie Perlmutter

COO, Associate General Agent

aperlmutter@zonarojafotografia.com

Andie Perlmutter, 森林山金融集团首席运营官兼副总代理, is also the firm’s Disability Income Specialist. 安迪接受了这个角色,并积极地教授...

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Nathan M. Perlmutter, CLU®, CHFC®

President and CEO, General Agent

nperlmutter@zonarojafotografia.com

Nathan M. Perlmutter, CLU®, ChFC®, 总统和大发app下载 Financial Group的首席执行官, Inc., 该机构成立于1980年,是美国卫报人寿保险公司的总代理, New York City,...

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Amy Salo, CFP®, CAP®, CExP™

Managing Partner

amy.salo@zonarojafotografia.com

Amy Salo是大发app下载 Financial Group (大发app下载)的执行合伙人,她对金融服务行业充满热情, the people she serves, 以及她的顾问和客户团队确保下一次成功的潜力...

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Management Team

Fred Huang, MBA, CLF

Managing Director

fred.huang@zonarojafotografia.com

Fred Huang是大发app下载 Financial Group (大发app下载)的董事总经理,拥有近20年的招聘经验, mentoring and management in the financial services industry. Fred incorporates his...

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John Wool, MS

Managing Director

john.wool@zonarojafotografia.com

John Wool加入大发app下载 Financial Group (大发app下载)担任董事总经理,在其纽约办公室工作. With over ten years of experience in recruitment and management, John easily forges meaningful relationships with...

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Richard Piazza

Managing Director

richard.piazza@zonarojafotografia.com

Richard Piazza拥有20多年的财富管理经验, business development, sales, 向森林山金融集团(大发app下载)提供金融服务行业内的服务. Richard is adept at attracting,...
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Hector M. Rivera, CFP®, CLU®

Director of Investments, Financial Advisor

hrivera@zonarojafotografia.com

Hector M. Rivera, CFP®, CLU®是大发app下载 Financial Group (大发app下载)的投资总监和财务顾问,在纽约和梅尔维尔两地工作. As a Certified Financial Planner™, Hector helps...

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Stephen J. DelliBovi

Managing Director

stephen.dellibovi@zonarojafotografia.com

Stephen J. DelliBovi是大发app下载 Financial Group (大发app下载)梅尔维尔办公室的董事总经理。. 他喜欢与人交谈,并为自己建立强大和积极人生的能力感到自豪...

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Daniel Hochler

Financial Representative

daniel_hochler@zonarojafotografia.com

Daniel Hochler自2013年起担任Guardian Life的财务代表, 在森林山金融集团(大发app下载)纽约办事处工作. 从第一天起,他的首要任务就是为客户提供资源...

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Frank A. Schursky

Financial Advisor

弗兰克是森林山金融集团纽约办事处的财务代表, dedicated to helping secure the financial future of his clients. 弗兰克为自己与两者建立长久关系的能力感到自豪...

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Lesley A. McCarthy

Brokerage Manager

lesley.mccarthy@zonarojafotografia.com

Lesley A. McCarthy是大发app下载 Financial Group (大发app下载)的经纪经理,在保险和金融服务行业拥有超过20年的丰富经验. Lesley is a skilled relationship manager who takes pride in...

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Ken Cusick

New Business Manager, ACO

Kenneth Cusick (Ken)自2000年起担任大发app下载 Financial Group (大发app下载)新业务承销部经理. 在森林山办公室工作的他是一位久经考验的领导者,在管理自己的团队方面表现出色...

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Michael P. DeLuccia, JD

Chief Administrative Officer

Michael P. DeLuccia, JD (Mike)为大发app下载 financial Group (大发app下载)带来了超过17年的金融服务经验。. 在他的整个职业生涯中,Mike一直是管理层和同事的宝贵资源...

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Diane Neustadt

Director of Operations

diane_neustadt@zonarojafotografia.com

 她在运营、行政和员工关系方面的多元化背景为公司带来了独特的价值...

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Harvey E. Weiner

President, Group Services

Harvey E. 韦纳已经在金融服务和保险行业工作了28年多. He is the founder; President and Chief Executive Officer of 大发app下载 Group Services, Inc. Harvey began his career working for...

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Adam D. Cline, CFP®, CLU®, ChFC®, CLTC®

Senior Vice-President, Long Term Care Specialist

Adam D. Cline, CFP®, CLU®, ChFC®, CLTC®是森林山金融集团的“长期护理专家”机构. 亚当致力于支持他的客户争取和...

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Evelyn Gellar, FSCP®, LUTCF, RICP®, CDFA®, CLTC®

Managing Director

Evelyn Gellar是大发app下载 Financial Group (大发app下载)的董事总经理,在金融服务行业的多年里,她在许多专业职位上都取得了成功. A forward-thinking business development leader, Evelyn takes...
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