Andy Panko, Cfp®, Ricp®, Ea

Andy Panko, Cfp®, Ricp®, Ea Email and Phone Number

Owner and Financial Planner @ Tenon Financial LLC
Edison, NJ, US
Andy Panko, Cfp®, Ricp®, Ea's Location
Edison, New Jersey, United States, United States
Andy Panko, Cfp®, Ricp®, Ea's Contact Details

Andy Panko, Cfp®, Ricp®, Ea work email

Andy Panko, Cfp®, Ricp®, Ea personal email

n/a
About Andy Panko, Cfp®, Ricp®, Ea

Retirement planner & investment manager | Creator, moderator and host of the Retirement Planning Education website, YouTube channel, Facebook group and podcast | Originator of the acronym TERP...Tax-Efficient Retirement Planning

Andy Panko, Cfp®, Ricp®, Ea's Current Company Details
Tenon Financial LLC

Tenon Financial Llc

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Owner and Financial Planner
Edison, NJ, US
Website:
tenonfinancial.com
Employees:
3
Andy Panko, Cfp®, Ricp®, Ea Work Experience Details
  • Tenon Financial Llc
    Owner And Financial Planner
    Tenon Financial Llc
    Edison, Nj, Us
    View
  • Tenon Financial Llc
    Owner & Financial Planner
    Tenon Financial Llc Nov 2019 - Present
    Tax-efficient retirement planning & investment management
    View
  • Tenon Tax Preparation Llc
    Owner & Tax Return Preparer
    Tenon Tax Preparation Llc Jan 2019 - Present
    Preparation and filing of federal and state income tax returns
    View
  • Rutgers Business School
    Part-Time Lecturer Of Finance
    Rutgers Business School Sep 2010 - Dec 2022
    Newark, Nj, Us
    PART TIME LECTURERAdjunct lecturer for the finance department of the business school. Course taught include Analysis of Fixed Income, Investment Analysis & Management, Advanced Financial Management and International Financial Management
    View
  • Nomura
    Executive Director
    Nomura Sep 2015 - Nov 2019
    Tokyo, Jp
    COUNTERPARTY RISK MANAGEMENT
    View
  • Bnp Paribas
    Vice President
    Bnp Paribas Jan 2014 - Aug 2015
    Paris, Fr
    COUNTERPARTY RISK MANAGEMENT
    View
  • Bnp Paribas
    Vice President
    Bnp Paribas Jun 2011 - Jan 2014
    Paris, Fr
    PRIME BROKERAGE RISK MANAGEMENT
    View
  • Bank Of America Merrill Lynch
    Vice President
    Bank Of America Merrill Lynch Nov 2009 - Jun 2011
    New York, Ny, Us
    COUNTERPARTY RISK MANAGEMENT
    View
  • Mizuho Americas
    Assistant Vice President
    Mizuho Americas Mar 2007 - Nov 2009
    Tokyo, Japan, Jp
    INTEREST RATE DERIVATIVES MARKET RISK MANAGEMENT
    View
  • Credit Suisse
    Assistant Vice President
    Credit Suisse Sep 2006 - Mar 2007
    Zurich, Ch
    COUNTERPARTY RISK MANAGEMENT
    View
  • Mizuho Americas
    Assistant Vice President
    Mizuho Americas Jun 2004 - Sep 2006
    Tokyo, Japan, Jp
    COUNTERPARTY RISK MANAGEMENT
    View
  • Prudential Financial
    Investment Analyst
    Prudential Financial Jun 2000 - Jun 2004
    Newark, New Jersey, Us
    PRIVATE PLACEMENT CREDIT RESEARCHSECURITIES LENDING TRADE SUPPORTASSET, LIABILITY & RISK MANAGEMENTACTUARIAL ANALYSIS
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Andy Panko, Cfp®, Ricp®, Ea Skills

Hedge Funds Counterparty Risk Credit Risk Interest Rate Swaps Fixed Income Analysis Financial Modeling Credit Analysis Fixed Income Capital Markets Prime Brokerage Derivatives Bloomberg Interest Rate Derivatives Series 7 Series 63 Due Diligence 1940 Act Collateral Asset Based Lending Isda Private Placements Bonds Risk Management Portfolio Management Equities Financial Risk Trading Securities

Andy Panko, Cfp®, Ricp®, Ea Education Details

  • Rutgers Business School
    Rutgers Business School
    Finance
  • University Of Delaware
    University Of Delaware
    Finance & Marketing

Frequently Asked Questions about Andy Panko, Cfp®, Ricp®, Ea

What company does Andy Panko, Cfp®, Ricp®, Ea work for?

Andy Panko, Cfp®, Ricp®, Ea works for Tenon Financial Llc

What is Andy Panko, Cfp®, Ricp®, Ea's role at the current company?

Andy Panko, Cfp®, Ricp®, Ea's current role is Owner and Financial Planner.

What is Andy Panko, Cfp®, Ricp®, Ea's email address?

Andy Panko, Cfp®, Ricp®, Ea's email address is ad****@****ine.net

What schools did Andy Panko, Cfp®, Ricp®, Ea attend?

Andy Panko, Cfp®, Ricp®, Ea attended Rutgers Business School, University Of Delaware.

What skills is Andy Panko, Cfp®, Ricp®, Ea known for?

Andy Panko, Cfp®, Ricp®, Ea has skills like Hedge Funds, Counterparty Risk, Credit Risk, Interest Rate Swaps, Fixed Income Analysis, Financial Modeling, Credit Analysis, Fixed Income, Capital Markets, Prime Brokerage, Derivatives, Bloomberg.

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