John E. Stanojev, Mrfc work email
- Valid
- Valid
John E. Stanojev, Mrfc personal email
John E. Stanojev, Mrfc phone numbers
Capital Insurance & Investment Planning, Inc. is an independent financial services firm located in Doylestown, PA, the heart of Bucks County. Our firm was formed to serve our clients by developing comprehensive solutions for their wealth, financial, retirement, estate, and insurance planning needs. We are committed to providing superior service and products with the professionalism that our clients' have come to expect.Our clients receive comprehensive, cost effective, and innovative solutions to their personal and business needs.Professional growth through continuous education and study assures every effort will be made to utilize tax laws, regulations and advanced techniques to our clients' greatest advantage.Securities and Advisory Services offered through Cadaret, Grant & Co., Inc., a Registered Investment Advisor and Member FINRA/SIPC Capital Insurance & Investment Planning, Inc. and Cadaret, Grant & Co., Inc. are separate entities.Specialties: -Financial Planning-Investments-Wealth Management-Estate Planning-Insurance-Risk Management-Employee Benefits-College Planning
-
Board Member / Fundraising ChairmanChalfont New Britain Business Alliance Jan 2013 - Sep 2016This is a very active community group that helps local businesses and the community overall.
-
Committee Member/ Members Benefit CommitteeLower Bucks Chamber Of Commerce Jan 1982 - Jul 2016I chaired the committee that is responsible for all the benefits offered to members. This included: the first health insurance plan in any chamber of commerce, Member to Member discount program, discounted credit card processing services for member firms. I enjoyed helping the chamber build benefits for it's members and revenue for the chamber.
-
Former Board MemberLenape Foundation Oct 2011 - Jun 2015500 N. West St. Doylestown, Pa 18901Board Member of the Lenape Foundation
-
MemberVeterans Of Foreign Wars Jun 2004 - Jan 2015member of the organization due to my military service.
-
Former Board MemberTwilight Wish Foundation 2008 - 2009Previuosly help Senior citizens get their lifetime wish turned it to a reality.As a board member help run the organization, as well as help fund raise.Chair of the Fundraising committee. -
Past PresidentDoylestown Rotary Club 2006 - 2007I grew the membership from 67 to 88 members in one year. During my term we raised over $150,000 to fund 5 fresh water wells in Kenya for the Massi Tribe. I also served as Fundraising Chair and ran Monte Carlo Casino Nites for 7 years sucessfully funding the "Hands for Youth" Scholarship Fund for the Central Bucks School for 15 years forward. -
Financial ConsultantCitizens Bank Jun 2001 - Mar 2002I continued the role I had at Mellon Bank for Citizens Bank when they were acquired. I was the senior financial advisor to the PA President of Citizens Bank, for all his personal and corporate clientele. -
Senior Financial AdvisorBny Mellon Jul 2000 - Jun 2001I was ranked in the top 3 Financial Consultants in the Banking Division for Dreyfus for the two years I was employed there. I became the financial advisor to the president of Citizens Bank, for his personal clients. This occurred when Citizens Bank acquired 345 branches of Mellon Bank in Pennsylvania. I was appointed the sole financial advisor for business banking when the acquisition occurred. I supported over 88 loan officers through southeastern PA, South Jersey, and Northern Delaware for the bank. -
Sales ManagerNew England Financial Sep 1992 - Oct 1994I recruited 32 agents in 18 months and won the Star Producer Award in 1994. -
General AgentNational Life Of Vermont Oct 1991 - Jun 1992I was he General Agent of the Year in 1992. I won the National Sales contest and had the greatest growth increase of the total 51 agencies in National Life that year. -
Sr. Exec. Vice President | District ManagerKarr Barth Associates Jan 1981 - Oct 1991As a District Manager and producer I was privileged to contribute to Karr Barth, the leading agency in the industry for more than 25 years. As a leading manager, I recruited and train new representatives. I built a sales team and was named Manager of the Year three times in 6 years. I was awarded the GAMA (General Agents & Managers Association) National Sales Management Award. This award is normally presented to General Agents only and not 2nd line Sales Managers. I also was presented with 3 Equitable District Leadership Awards in 5 years. I built a sales team with a 66% retention rate over a 5 year period. -
Superintendent Of Agencies, General Sales MgrAmerican Travelers Life Co. Apr 1978 - Dec 1980I recruited, trained and managed the entire captive company sales force and General Agent sales force for American Travelers. The company's sales grew from $940,000 to 4.3 Million in three years under my management.
John E. Stanojev, Mrfc Skills
John E. Stanojev, Mrfc Education Details
-
American College Of Life UnderwritersChartered Financial Consultant, Chartered Life Underwriter -
Peirce College, Phila, PaBusiness Administration And Management, General
-
Taylor School Of BusinessBusiness Administration & Accounting
Frequently Asked Questions about John E. Stanojev, Mrfc
What is John E. Stanojev, Mrfc's role at the current company?
John E. Stanojev, Mrfc's current role is Master Registered Financial Consultant at Capital Insurance & Investment Planning, Inc..
What is John E. Stanojev, Mrfc's email address?
John E. Stanojev, Mrfc's email address is mj****@****ccp.edu
What is John E. Stanojev, Mrfc's direct phone number?
John E. Stanojev, Mrfc's direct phone number is (215)-345*****
What schools did John E. Stanojev, Mrfc attend?
John E. Stanojev, Mrfc attended American College Of Life Underwriters, Peirce College, Phila, Pa, Taylor School Of Business.
What are some of John E. Stanojev, Mrfc's interests?
John E. Stanojev, Mrfc has interest in Social Services, Children, Economic Empowerment, Education, Environment, Science And Technology, Disaster And Humanitarian Relief, Human Rights, Arts And Culture, Health.
What skills is John E. Stanojev, Mrfc known for?
John E. Stanojev, Mrfc has skills like Insurance, Financial Planning, Employee Benefits, Investments, Wealth Management, Retirement, Wealth, Long Term Care, Retirement Planning, Public Speaking, Estate Planning, Term Life Insurance.
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial