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@ca-strategy.com
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1 phone found area 215
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LinkedIn matched
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Phillip P. D'Ambrisi is listed as Your financial wellness trainer | Consider me your coach to educate you on financial wellness at C&A FINANCIAL GROUP, a company with 54 employees, based in New York City Metropolitan Area, United States, United States. AeroLeads shows a work email signal at ca-strategy.com, phone signal with area code 215, and a matched LinkedIn profile for Phillip P. D'Ambrisi.
Phillip P. D'Ambrisi previously worked as Financial Wellness Coach at C&A Financial Group and Financial Wellness Coach at Professional Economic Growth Group (A Penn Mutual Agency). Phillip P. D'Ambrisi holds Bachelor Of Science Degree, Business Administration, Accounting, Political Science from Rutgers University.
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AeroLeads found 2 current-domain work email signals for Phillip P. D'Ambrisi. Compare company email patterns before reaching out.
Phillip P. D'Ambrisi is a Your financial wellness trainer | Consider me your coach to educate you on financial wellness at C&A FINANCIAL GROUP. He possess expertise in finance, leadership, sales, process improvement, financial services and 16 more skills.
Listed skills include Finance, Leadership, Sales, Process Improvement, and 17 others.
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Dedicated to coaching clients maximize their goals to Build Wealth, Enjoy Life and Leave A Legacy. Develop and implement Wealth Management strategies based on cash flows, available resources, risk tolerance and time horizon needs in the most tax efficient manner, if possible.Registered Representative and Financial Advisor of Park Avenue Securities LLC.
Edison, NJ
Dedicated to helping clients maximize their goals to gain financial security now and in the future by providing protection strategies to individuals and businesses owners, so their families and assets are protected.
Teaneck, NJ
Collaborated in the initial strategic design and implementation of the Registered Investment Advisor (RIA), provided business management, oversight and leadership for ongoing growth.
Managed the overall direction of the independent broker-dealer with $52MM in commission revenue, 1000 registered representatives and 45 home office employees.Managed all aspects of Corporate Registered Investment Advisor (RIA) with $9 billion of assets under management, including third party asset manager relationships.Negotiated with third party providers.
Self employed consultant to the Securities and Insurance industry.
Management responsibilities include Operations, Technology, Human Resources, Accounting, Insurance, Advisory Services, Mutual Funds and Compliance. Developed and implemented process improvements in all areas of responsibility.Responsible for developing overall compliance structure to maintain consistent adherence to FINRA and SEC regulations.Collaborated.
Responsible for the overall direction of the independent broker-dealer with $50MM in commission revenue and 450 registered representatives. Management responsibilities include Advisory Services, Insurance, Mutual Funds, Alternative Investments, Operations and Technology departments.Implemented process improvements in the operations and service areas.
Managed the overall direction of the independent broker-dealer with $60MM in commission revenue, 1200 registered representatives and 60 home office employees.Worked closely with peers in senior management of the parent company to establish a roadmap with metrics to improve the company’s effectiveness, efficiency and profitability.Directed a.
Direct oversight of all functions of the Broker-Dealer. This includes operations, compliance, legal, financial and regulatory reporting, strategic planning, compensation, broker-dealer marketing, technology, licensing, and agent training.Established programs and develop products to support approximately 2000 Financial Professionals with sales in excess of.
Overall management responsibility for broker/dealer subsidiary of The MONY Group. Managed initial startup of the broker/dealer and ongoing management of the trading, cashiering, application processing, commission processing, service desk, and accounting departments, in addition to development and implementation of our in-house computer system.
Managed and directed all functions of broker/dealer subsidiaries, including MONY Securities Corporation and Trusted Advisors Securities Corporation. Responsibilities also included direct oversight of MONY Brokerage Inc, Insurance Brokerage subsidiary.Managed budget in excess of $25MM and staff of approximately 125 people.Consistently increased revenue and.
Established support areas for diverse securities products and mutual funds. Ensured operational integrity that encompasses servicing, control and quality for existing products, as well as new products and businesses developed within the department or its subsidiaries.Analyzed potential new products and business ventures from an operational and control.
Managed 42 employees supporting the daily operation of IRA/KEOGH, money market accounts, capital “T”, and mutual fund departments.Developed and implemented operational procedures to support an increase in mutual fund trades from 20 to 300 daily.
Other employees you can reach at ca-strategy.com. View company contacts for 54 employees →
Yovone Rasor
Colleague at C&A Financial GroupCream Ridge, New Jersey, United States, United States
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MB
Maureen Baletti
Colleague at C&A Financial GroupManasquan, New Jersey, United States, United States
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AS
Alexa Smedberg
Colleague at C&A Financial GroupNew York City Metropolitan Area, United States
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JC
John Coyle
Colleague at C&A Financial GroupHowell, New Jersey, United States, United States
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TH
Tyler Hobbs
Colleague at C&A Financial GroupBrick, New Jersey, United States, United States
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PK
Patrick Kenny
Colleague at C&A Financial GroupNeptune City, New Jersey, United States, United States
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JS
John S.
Colleague at C&A Financial GroupManasquan, New Jersey, United States, United States
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CB
Clarence Bell Jr
Colleague at C&A Financial GroupTeaneck, New Jersey, United States, United States
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AA
Adina Abercrombie
Colleague at C&A Financial GroupBelmar, New Jersey, United States, United States
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ML
Matthew Linico
Colleague at C&A Financial GroupEnglishtown, New Jersey, United States, United States
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Activities and Societies: Captain of the Soccer Team
Securities Industry Association (nowSIFMA) 3rd Year Graduate
Quick answers generated from the profile data available on this page.
Phillip P. D'Ambrisi works for C&A FINANCIAL GROUP.
Phillip P. D'Ambrisi is listed as Your financial wellness trainer | Consider me your coach to educate you on financial wellness at C&A FINANCIAL GROUP.
AeroLeads has found 2 work email signals at @ca-strategy.com for Phillip P. D'Ambrisi at C&A FINANCIAL GROUP.
AeroLeads has found 1 phone signal(s) with area code 215 for Phillip P. D'Ambrisi at C&A FINANCIAL GROUP.
Phillip P. D'Ambrisi is based in New York City Metropolitan Area, United States, United States while working with C&A FINANCIAL GROUP.
Phillip P. D'Ambrisi has worked for C&A Financial Group, Professional Economic Growth Group (A Penn Mutual Agency), Noblebridge Wealth Management, Llc, The Penn Mutual Life Insuance Co. - Hornor Townsend & Kent, and Ppd Consulting.
Phillip P. D'Ambrisi's colleagues at C&A FINANCIAL GROUP include Yovone Rasor, Maureen Baletti, Alexa Smedberg, John Coyle, and Tyler Hobbs.
You can use AeroLeads to view verified contact signals for Phillip P. D'Ambrisi at C&A FINANCIAL GROUP, including work email, phone, and LinkedIn data when available.
Phillip P. D'Ambrisi holds Bachelor Of Science Degree, Business Administration, Accounting, Political Science from Rutgers University.
Phillip P. D'Ambrisi is listed with skills including Finance, Leadership, Sales, Process Improvement, Financial Services, Insurance, Strategy, and Operations Management.
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