Resume

• 2007

  Certified Investment Management Analyst (CIMA®) Investment Management Consultants Association (IMCA)

  Portfolio Management

  The Wharton School

• 1997

  Executive Program

  Merger & Acquisition Negotiations

  Harvard Business School

  Certified Investment Management Analyst (CIMA®)

  Investment Management Consultants Association (IMCA) via University of Pennsylvania - The Wharton School

  College of Financial Planning

  Chartered Retirement Planning Counselor (CRPC®)

• 1984

  Italian

  B.S. Double Major

  Mathematics and Computer & Information Sciences

  Iona College

• Wealth Management Services

  Business-Succession Strategies

  Relationship Management

  Insurance

  Risk Management Strategies

  Asset Allocation

  401(k) Rollovers

  Fixed Income Strategies

  Retirement Savings

  Tax-Efficient Strategies

  Estate Investment Strategies

  Retirement-Plan Consulting

  Multigenerational Wealth Transfer Strategies

  Stock Due Diligence

  Financial Advisory

  Wealth-Preservation Strategies

  Deferred Compensation Plans

  Retirement

  Securities

  Financial Services

  D'Ascoli

  CIMA®

  CRPC®

  Anthony

  D'Ascoli

  CIMA®

  CRPC®

  Kraft Foods Group

  Combe Incorporated

  IBM

  Oppenheimer & Co. Inc.

  UBS

  Greenwich Estates LLC

  Bank of America Merrill Lynch

  Symantec

  Stamford

  CT

  Senior Director - Investments

  Omega Portfolio Manager

  Oppenheimer & Co. Inc.

  UBS

  Oppenheimer & Co. Inc.

  Greater New York City Area

  Executive Director - Investments

  Omega Portfolio Manager

  Greenwich Estates LLC

  Manager

  Business Development

  Symantec

  Analyst

  Marketing & Services Headquarters

  IBM

  First Vice President - Investments

  Portfolio Manager

  Wealth Management Advisor

  Bank of America Merrill Lynch

  Analyst

  Computer Information Center

  Combe Incorporated

  Analyst

  Information Management Division

  Kraft Foods Group