Ronald Dinehart, Mba
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Ronald Dinehart, Mba Email & Phone Number

Retirement Planning Specialist at Equitable Advisors, LLC. at Equitable Advisors
Location: Woodbury, New York, United States 5 work roles 6 schools
1 work email found @equitable.com 15 phones found area 631, 516, 716, and 585 LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 100%

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Work email r****@equitable.com
Direct phone (631) ***-****
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Current company
Role
Retirement Planning Specialist at Equitable Advisors, LLC.
Location
Woodbury, New York, United States
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Ronald Dinehart, Mba is listed as Retirement Planning Specialist at Equitable Advisors, LLC. at Equitable Advisors, a with 3118 employees, based in Woodbury, New York, United States. AeroLeads shows a work email signal at equitable.com, phone signal with area code 631, 516, 716, 585, and a matched LinkedIn profile for Ronald Dinehart, Mba.

Ronald Dinehart, Mba previously worked as Retirement Planning Specialist at Equitable Advisors and Retirement Planning Specialist at Axa Advisors, Llc. Ronald Dinehart, Mba holds Retirement Planning Specialist, Retirement Planning from The Wharton School.

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Email format at Equitable Advisors

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*@equitable.com
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Profile bio

About Ronald Dinehart, Mba

It’s my pleasure to serve you.Hello and thank you for reviewing my profile to learn important strategies and techniques regarding accumulation, protection, investment and tax strategies. Core values and beliefsAlong with the disciplines required to build wealth, my focus is to help you achieve financial independence and security. My goal as your financial advisor is to:#1 align with your goals to meet your future needs #2 ensure that you are confident in the plan we set forth together#3 be your trusted go-to for any questions or concerns regarding your retirement and long-term financial security planningThis is accomplished through a process of:1. Discovery 2. Fact Finding3. Strategy 4. Implementation5. ReviewThrough Equitable Advisors, LLC and in partnership with a team of colleagues and professionals, I have a solid base to build a sound financial strategy for you. As we work in this process together, I seek to first to understand rather than to be understood, as the entire process evolves around you and your path to financial freedom and success.I enjoy learning about your Journey so that I can best help you navigate and mitigate the forces that impact your retirement, risks such as; Longevity, Inflation, Volatility, Interest Rates and Taxes.Retirement Planning Specialist title awarded by Equitable Advisors, based upon receipt of a Certificate in Retirement Planning from the Wharton School of the University of Pennsylvania.

Listed skills include 401K Rollover Strategies, Asset Allocation Strategies, Budget Strategies, Business Succession Planning, and 30 others.

Current workplace

Ronald Dinehart, Mba's current company

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Equitable Advisors
Equitable Advisors
Retirement Planning Specialist at Equitable Advisors, LLC.
Website
Employees
3118
AeroLeads page
5 roles · 30 years

Ronald Dinehart, Mba work experience

A career timeline built from the work history available for this profile.

Retirement Planning Specialist

Current

Woodbury, Ny

I offer an extensive array of products and service alternatives to help implement your desired course of action, including:- Wealth Accumulation & Retirement Planning- Executive Benefit & Deferred Compensation Plans- Financial Planning & Asset Management- Employee Financial Planning & Seminars- Risk Management- Estate Planning & Wealth Preservation- Employee Benefit Plans (Pension & 401(k) implementation)- Business Succession Planning- Long Term CareMy specialty is working with educators in the K-12 marketplace. I continue to help educators and their families during the accumulation phase of their retirement planning along with providing distribution strategies to help them through retirement. I counsel my clients on establishing beneficiary legacy plans and how to manage them.In addition I work with businesses in establishing business continuation strategy and planning as well implementing group benefits for its employees.I have a BS in Mechanical Engineering from the Rochester Institute of Technology and an MBA in Finance and Operations from the University of Rochester. I hold the following licenses: series 7, 66, and Life & Health and NYS Partnership for Long Term Care Certified Agent.

Jan 2020 - Present

Retirement Planning Specialist

Woodbury, Ny

I offer an extensive array of products and service alternatives to help implement your desired course of action, including:- Wealth Accumulation & Retirement Planning- Executive Benefit & Deferred Compensation Plans- Financial Planning & Asset Management- Employee Financial Planning & Seminars- Risk Management- Estate Planning & Wealth Preservation- Employee Benefit Plans (Pension & 401(k) implementation)- Business Succession Planning- Long Term CareMy specialty is working with educators in the K-12 marketplace. I continue to help educators and their families during the accumulation phase of their retirement planning along with providing distribution strategies to help them through retirement. I counsel my clients on establishing beneficiary legacy plans and how to manage them.In addition I work with businesses in establishing business continuation strategy and planning as well implementing group benefits for its employees.I have a BS in Mechanical Engineering from the Rochester Institute of Technology and an MBA in Finance and Operations from the University of Rochester. I hold the following licenses: series 7, 66, and Life & Health and NYS Partnership for Long Term Care Certified Agent.

Apr 2015 - Jan 2020

President

Plainview, Ny 11803

the universe knows - home of inspiration wear. we promote positive living through our line of high-energy inspiration wear clothing and gifts.Founded and created brand name apparel and product gift company the universe knows ®, Inc. vision is to inspire people to live life with passion and purpose and provide hope that it’s never too late to follow you dreams. Created Business Plan and Secured funding from Banks and InvestorsGenerated $4M+ in sales since company inception. Signed on with a national distributor in the Resort/Spa industry to distribute our products nationwide Landed accounts with major retailers such as Nordstrom, Barnes and Noble and Celebrity Cruise Lines Grew our online internet sales in excess of $65K annually in 2013.In charge of creating product roadmap/strategy, managing supply chain to meet forecast requirements, Quality Assurance at suppliers, providing marketing materials for sales associatesBenchmarked competitor products, discontinued and sold out slow performing products to close-out resellersManaged two full time employee as well as multiple business consultants in SEO/Social media, Product Sourcing, Accounting, Insurance and Legal departments.Trademarked important names and logos to protect intellectual property Sourced reliable suppliers in Peru, India, China and USA to manufacturer our productsResponsible for and ensured company payroll taxes paid and current as well as Unemployment Insurance and quarterly taxes in current and good standing.Maintain company Insurance requirements up to date which include Workers Compensation, Disability and overall company Liability insurance.Board Member (Secretary) – Syosset Toastmasters – July ’14 – July'15Published Author – the universe knows. now go live your dream.Member Chamber of Commerce - Plainview Old-Bethpage American Heart Association (Long Island Chapter) Committee Member - Annual golf outing

May 2005 - Mar 2015

Product Manager

Symbol Technologies Inc.

Holtsville, Ny

Managed Vehicle Computer (VC) Product Line which generated over $80 Million annual revenue for Symbol. Introduced brand new replacement terminal VC9000 which succeeded existing VRC69/79/89 terminalsImproved Gross Margin of VC product line from 48% to over 60% and in addition simplified and reduced the number of SKU’s further reducing costs and improving company bottom line. Managed the VC product line from conception to strategic planning to tactical day to day responsibilities. Determined Product Specifications/requirements by performing benchmark analysis as well as performing market research with customers, sales professionals and value added resellers and distributors. Managed Product related communications to internal and external associates as well as Value added Resellers and key distributors.Worked closely with operations and supply side to communicate forecast, production ramp schedules, product discontinuations, and product hold issues.Work closely with and communicated frequently with various internal groups such as Product Management, Service, Vertical Marketing, Public Relations, Legal, Engineering, and Sales to effectively keep informed about product announcements. Performed multiple customer visits to present and support necessary Sales Calls as well as perform customer training.

1997 - 2005 ~8 yrs

Project Engineer

Rochester, New York Area

Responsible for installing in-house high volume assembly production lines into the manufacturing plant at Delphi Automotive.Starting from conceptualization to final implementation in the plant. Specific responsibilities included:Performing process/layout/cycle time analysis for the assembly linesCreating conceptual design and specifications of the assembly lines for quotation purposesStatistical Cpk analysis at vendor as well as in-house to ensure process control Planning and Supervision of installation of assembly equipment in-house in production facilityPreparation and placement of spare tooling to maintain product uptime and yieldArrangement of set-up and operating proceduresPerforming continuous improvement to reduce scrap, lower costs, and increase yieldPreparedness of preventative maintenance schedules to improve equipment uptimes and productivity. 1996 Integrated Air Fuel Management (IAFM) assembly; Managed the program that assembled 7,500 manifold assemblies daily. Assembly production line consisted of 50 plus operators running three shifts 5 days weekResponsible for $4M dollar investment in assembly line. Brought assembly line in for just under $3.5M saving GM half-million dollars. Implemented special electrical screw drivers and pressure decay equipment to ensure and improve product quality and increase output of assembly line. 1995 BOC (Buick/Oldsmobile/Chrysler) IAFM assemblyManaged project that assembled 3300 manifolds dailyIncorporated lean manufacturing principles minimizing costs and improving productivity1994 Pilot Process for 1996 IAFM Assembly ComplexConceptualized and created proto-type assembly line for 1996 IAFM full blown assembly complex above to test validity of assembly equipmentUtilized DFMA design for Manufacture techniques to improve product assembly and further reduce costs and increase productivityImproved the operation/tooling/assembly process to expedite a smooth ramp-up for the 1996 IAFM

Nov 1989 - May 1996
Team & coworkers

Colleagues at Equitable Advisors

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6 education records

Ronald Dinehart, Mba education

Education record

Syosset Toasmasters
FAQ

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What company does Ronald Dinehart, Mba work for?

Ronald Dinehart, Mba works for Equitable Advisors.

What is Ronald Dinehart, Mba's role at Equitable Advisors?

Ronald Dinehart, Mba is listed as Retirement Planning Specialist at Equitable Advisors, LLC. at Equitable Advisors.

What is Ronald Dinehart, Mba's email address?

AeroLeads has found 1 work email signal at @equitable.com for Ronald Dinehart, Mba at Equitable Advisors.

What is Ronald Dinehart, Mba's phone number?

AeroLeads has found 15 phone signal(s) with area code 631, 516, 716, 585 for Ronald Dinehart, Mba at Equitable Advisors.

Where is Ronald Dinehart, Mba based?

Ronald Dinehart, Mba is based in Woodbury, New York, United States while working with Equitable Advisors.

What companies has Ronald Dinehart, Mba worked for?

Ronald Dinehart, Mba has worked for Equitable Advisors, Axa Advisors, Llc, The Universe Knows Inc, Symbol Technologies Inc., and Delphi Automotive.

Who are Ronald Dinehart, Mba's colleagues at Equitable Advisors?

Ronald Dinehart, Mba's colleagues at Equitable Advisors include Merril Tesler, Andrew Fields, Monica Kelly, Marc D. Drew, Chfc, and Andrew Krauss.

How can I contact Ronald Dinehart, Mba?

You can use AeroLeads to view verified contact signals for Ronald Dinehart, Mba at Equitable Advisors, including work email, phone, and LinkedIn data when available.

What schools did Ronald Dinehart, Mba attend?

Ronald Dinehart, Mba holds Retirement Planning Specialist, Retirement Planning from The Wharton School.

What skills is Ronald Dinehart, Mba known for?

Ronald Dinehart, Mba is listed with skills including 401K Rollover Strategies, Asset Allocation Strategies, Budget Strategies, Business Succession Planning, Business Succession Strategies, Client Education, College Planning Strategies, and Customer Service.

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