Ron D. Email & Phone Number

Bethpage, New York, United States

Not allowed to put any comments here but 2023 is looking fantastic after a great 2021 and a record breaking 2022! Thank you to ALL my branch colleagues!

Nassau County, New York, United States

Rose to be The #1 Advisor with both branches (Farmingdale & Merrick) rising to #1 and #2 in New York AND the nation (out of 300 branches). Licensed financial advisor with over 26 years of financial markets experience providing in-depth guidance and planning for individuals, families & businesses regarding investments, retirement, children’s education as well as life and long term care insurance planning. Additional focus on risk reduction, legacy planning, asset transfer & protection.

Long Island, Nyc

Transitioning from a successful career on Wall Street, guiding clients to avoid the market crashes of 2000, 2008-09 and successful planning through the aftermath. Now, a licensed financial advisor at MassMutual providing in-depth guidance and planning for individuals, families & businesses regarding investments, retirement, children’s education as well as life and long term care insurance planning. Additional focus on risk reduction, legacy planning, asset transfer & protection.

Greater New York City Area

Led the effort to expand Oppenheimer’s presence in the international markets covering the Emerging Markets of China & India as well as Europe with local shares and ADR coverages. Accomplishments included generating a significant level of votes and revenue growth for the international product never before achieved by the organization, in a relatively short period of time. This was achieved by noticing that the competition was assisting clients AFTER the fact, ie, AFTER earnings results or major news. My focus was ONLY on real idea generation that make money for clients; being ahead of the curve BEFORE market events, earnings results or expected announcements - and my relatively small research team were among the best. Clients often cited how our team provided more in-depth commentary and idea generation than they get from the top Wall Street companies. We continuously increased the firm's exposure to a larger number of high quality US & International, institutional, long-only & hedge fund accounts via my strong relationships developed over my career and those of my research team, increased dialogues with clients & connected clients with CEOs of major corporations around the world.

New York, Ny

One of two salespeople hired to develop the US market for MF Global's international product from scratch. Strategy was focused on solid, idea generation with the goal to be in front of key developments (and our competition) and market moves with timely, lucrative investment ideas and related value-added services. Brought in high quality, long-only & hedge fund accounts around the US including establishing new markets for the firm in the mid-west and west coast while maintaining key relationships on the east coast. Later, due to my show of support and my business plan to integrate a newly acquired Indian equity research team, I was requested by the Indian division's CEO as the only one they wanted to come to Mumbai, India. The CEO in London was more than happy to oblige much to the chagrin of others in London who wanted that opportunity (but showed little interest in the Indian team theretofore). This was exciting and a great success, flying to Mumbai (formerly known as Bombay) to meet everyone personally and fulfill the dreams of those talented analysts - to be able to come to America to meet with US institutional clients - I made it happen for them. And I personally took them to see clients around the US and showed them around NYC, just as they so wonderfully hosted me in Mumbai, India. MF Global closed suddenly when former NJ Governor-turned-bond trader Jon Corzine brought the firm down with bad trade allocations - go figure that one out! Market call highlight: Wrote note to clients to "BUY EVERYTHING" on March 9th, 2009 after the 3 major central banks (The US Federal Reserve, The ECB & The Bank of Japan) committed to provide massive liquidity into the market - the market has soared ever since.

New York, Ny

European & Asian Equity Sales Trader covering institutions around the US, including trading European & Asian ADRs during US market hours. Later progressed to Equity Sales position covering the research teams of accounts where I had strong trading relationships following wider research sales staff departures. Was part of one of the more successful teams at the firm.Awesome years working with great colleagues in London, Frankfurt, Amsterdam, Paris, Milan, Madrid. Glad to still enjoy their friendships here on Linked-In or should we ever meet again here or abroad.

New York, Ny

Scandinavian/European Equity Sales Trading coverage to institutional investors. Recruited by Handelsbanken to strengthen relationships, helped promote company's brand and broaden firm’s presence among the US institutional client base. Met and worked with wonderful people in the US and around Scandinavia - that's Sweden, Denmark, Norward and Finland! Those were fun years! I must have given out 10 nicknames! And Handelsbanken was the first firm who was able to coordinate a global employee retreat to somewhere amazing, ALL expenses paid, once to the Swiss Alps, once to Lulea (60 kilometers to the Arctic Circle!) to name a couple events. Locals would be there by Friday Happy Hour. We'd leave Friday after work, get there by the Saturday morning team breakfast, sauna and various Scandinavian beers by noon with a cold plunge in the freezing lake, then non-stop party with every colleague until the flight home on Sunday afternoon/evening. Since the time is set back you get to sleep and get back to work on Monday! Awesome! The good ol days! Awesome years working with great colleagues in Stockholm, Copenhagen, Helsinki, Oslo and of course London. Glad to still enjoy their friendships here on Linked-In or should we ever meet again here or abroad. Updated: RIP Adam Sandberg, passed away March 2021 due to heart complications. A great former colleague and friend.

New York, Ny

Sales Trader, European equities where I started my career in European/International equities. After my MBA in Finance, at age 26, I was hired by Dominic Freud, the great-grandson of Sigmund Freud and I learned from so many experts like Dominic. SocGen opened the doors to the world to me. Within months, at age 26, I was flying to London and Paris a couple times a year to work with our team abroad, spending one week in London and one week in Paris (that was hard to pass up!). I asked Dominic what I should do I when Im there? He said, work the day and then take everyone out for dinner and drinks! And then do the same in Paris! What?? lol At 26, that was good gig!!! The roaring 90's were awesome!! So with other 20's-30's year old colleagues abroad, there was MUCH to do and MANY places to see! After meeting a few times, they came up with the great idea to fly over, work for two weeks, THEN take a week vacation, then fly home - so it was like going on vacation for 2 weeks AND THEN GOING ON VACATION AGAIN FOR ANOTHER WEEK!! Wooo-hooo!!! So we flew to Greece, Amsterdam and Ibiza on a few occasions!! MANY memories! On a serious note, over my time, revenues went from $20k month when I joined to over $2mil per month when I left. Dominic always showed his appreciation with a nice gift from Tiffany's and/or an all-expenses paid weekend getaway to Turnberry Isle, FL. Dominic always gave someone the opportunity and he developed many young people's lives. I will never forget the opportunity and the international experience he gave me.

World Trade Center, Nyc

Learned the basics of fundamental equity research, forecasting and valuation providing the key foundation for my career in equities. I worked with and learned from top Institutional Investor-ranked senior analysts. Analyzed financial statements, monitored conference calls & presented salient points and actionable ideas, views & strategies to clients, sales force & traders.

Master Of Business Administration (M.B.A.), Finance, General

Bachelor Of Arts (B.A.), Computer Science, Cum Laude