Gregory Mallia, Aif® Email and Phone Number
Gregory Mallia, Aif® work email
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Gregory Mallia, Aif® personal email
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Co-Founder and Managing Partner of ProActive Planning Partners concentrating on Corporate Advisory Services specializing in Group Retirement Plans and Group Health Insurance.Work closely with business owners, accountants and trusted advisors to provide “Fortune 500” level benefits for small to mid-sized companies. Through knowledge and experience, we assist in plan design and support the implementation of appropriate investment platforms that seek to help maximize clients’ retirement plan goals and manage their fiduciary responsibilities.In addition, we guide corporate clients in the improvement and implementation of benefit packages including health, vision, and dental insurance, and corporate group life and disability income insurance programs.Currently hold the AIF® designation along with FINRA Series 7 & 66 Securities License and Life, Accident & Health Insurance License.
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Co-Founder And Managing PartnerProactive Planning PartnersNorthport, Ny, Us -
Co-Founder & Managing PartnerProactive Planning Partners Jun 2019 - PresentGreater New York City AreaProActive Planning Partners is an independent Investment Advisory firm committed to your well-being. We provide customized wealth management and financial planning services for clients in all phases of life. Our role is to be your trusted advisor, the person you turn to for financial advice, counseling and education. Education is critical for helping our clients achieve their unique goals through a comprehensive, holistic planning approach to achieve short and long-term financial success and security. We believe that being ProActive, as circumstances in life change, along with knowledge and education throughout the Planning process are important ingredients to achieve financial success and security. Lastly, as you Partner with ProActive Planning Partners, you can trust that we will be there for you, your family, and your business.
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Financial Advisor, Corporate BenefitsPrb Wealth Management Nov 2017 - Jun 2019Greater New York City Area -
Associate, Corporate BenefitsPrb Wealth Management Nov 2013 - Nov 2017Greater New York City AreaPRB Wealth Management is committed to excellence in service. In all aspects of Financial Planning, Risk Management and Corporate Benefits, we aim to enhance our clients’ prosperity.We also partner with professional firms to help them retain and obtain clients by providing our listed services, in addition to their own.
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Marketing And Sales CoordinatorAfco Systems Jan 2009 - Nov 2013Farmingdale, NyAFCO Systems is a leading manufacturer of racks, cabinets, enclosures, and air containment systems for the data center and telecommunications industry.Since the company’s founding in 1971, AFCO has been an industry pioneer with numerous patents and cutting edge designs that accommodate cabling, cooling, power, integration services, and on-site end-user usability challenges and requirements. The ability to deliver a wide range of standard products to address end-user specific requirements has led many companies in the Fortune 500 to choose AFCO as their strategic partner with their data center and telecom infrastructure needs. -
Hospitalist InternshipHuntington Hospital, Huntington, Ny 11743 Jan 2011 - Feb 2011Huntington, New YorkThe hospitalist acts as the patient’s primary-care physician managing all care until the patients are discharged from the hospital.• Helped coordinate care among specialists• Assisted patients in navigating through the hospital bureaucracy• Handled communication between the medical team and the patient/family.• Shadowed 30 hours a week studying day to day operations• Reviewed patient records and designed a plan of action to cure and discharge patients
Gregory Mallia, Aif® Skills
Gregory Mallia, Aif® Education Details
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Psychology - (Pre-Med Track) -
Psychology - Pre-Med
Frequently Asked Questions about Gregory Mallia, Aif®
What company does Gregory Mallia, Aif® work for?
Gregory Mallia, Aif® works for Proactive Planning Partners
What is Gregory Mallia, Aif®'s role at the current company?
Gregory Mallia, Aif®'s current role is Co-Founder and Managing Partner.
What is Gregory Mallia, Aif®'s email address?
Gregory Mallia, Aif®'s email address is gr****@****bwm.com
What schools did Gregory Mallia, Aif® attend?
Gregory Mallia, Aif® attended Adelphi University, University Of Delaware, St. Anthonys High School.
What skills is Gregory Mallia, Aif® known for?
Gregory Mallia, Aif® has skills like Event Planning, Leadership, Management, Facebook, Telecommunications, Social Media, Microsoft Excel, Marketing, Time Management, Customer Service, Data Center, Account Management.
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