Stephen Labate Email & Phone Number

St Petersburg, Florida, United States

Syosset, Ny

Pentagon

- Served as Military Assistant to the Assistant Secretary of the Army (Manpower & Reserve Affairs).- Leads all Continuity of Operations Planning (COOP) for ASA (M&RA), the Army's senior Department for civilian and military manpower policy for the 1 million strong Reserve Component of the Army. - Coordinates with representatives of the Office of the Secretary of Defense, The Joint Staff, Homeland Security and other outside agencies on all matters that pertain to COOP planning. - Provides analysis, coordinates actions and prepares recommendations on all COOP related actions to include a semiannual exercise which evacuates specified personnel to their designated emergency relocation facilities. - Additional responsibilities include the maintenance and management of ASA (M&RA)’s Army Disaster Personnel Accountability and Assessment System (ADPAAS) which will collect and maintain accountability for all Army personnel, family members and contracted civilians during major weather events or a declared national emergency.

Pentagon

- Assists with Army’s Disaster Accountability Program and maintains the Army Disaster Personnel Accountability System- Compiled and assisted in creation of database tracking personnel actions for AC and RC Soldiers- Provides personnel recommendations to senior Army leaders following a natural disaster or terrorist attack- Monitors and consolidates personnel accountability reports from AC and RC units following a natural disaster or terrorist attack- Develops, updates and manages the HQDA Mass Casualty Response Plan - Appointed as a member of the Emergency Preparedness Group who will relocate to alternate HQ (COOP) in time of crisis should normal operations become impossible from Pentagon- Provides the senior Army leaders, to include the Secretary of the Army and the Chief of Staff, timely and accurate representation of Army casualties and their status

Greater New York City Area

Management Fellow: Studied full time for the Series 24 Principal's License as well as trained in the supervision of the following five areas broker dealer registration and personnel activities, general broker-dealer activities, customer-related activities (both retail and institutional), market making, trading activities, research and investment banking.

Ft. Meade, Md

- Propelled to a senior leadership role within a 2-Star, 14,000 Soldier command- Strategically led $6 million Army program meant to reintegrate thousands of redeploying Soldiers back to civilian life - Aligned external and internal partners throughout the United States to achieve 95% attendance rate at Yellow Ribbon events - Drove significant increase in Yellow Ribbon budget so as to hire additional senior personnel to the program- Integrated and aligned Yellow Ribbon teams in California, Michigan, and Texas to achieve our long term strategic goal- Restructured human resources within the program so as to maximize efficiency at significantly lower cost- Modernized this critical family program to fully leverage the internet, automation and technological advancements

Pentagon

• Advanced Army program to train, and mentor overseas partners in the need for self-sufficiency rather than dependency on the US military • Structured and aligned overseas partners, Pakistan, Indonesia, and Singapore to encourage a regional approach to disaster relief which saves Department of Defense tens of millions of dollars in disaster relief aid • Drove significant portions of new Army regulation that will eliminate $25 million in redundancies from Army Humanitarian relief missions while simultaneously increasing Army efficiency at lower cost• Rated in top 20% of my peers by my first line supervisor and senior rater• Advanced to Deputy Chief of Staff, a position requiring one level of rank above my current grade

Garden City, Ny

- Manage a portfolio of 300 clients with a portfolio of assets near $200 million.- Complied with regulatory requirements including Bank Secrecy Act, Anti Money Laundering, OFAC, USA Patriot Act, Privacy Act and Community Reinvestment Act. - Interviewed clients to determine current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance and other information needed to develop a financial plan.- Profiled and analyzed investment products to develop customized financial strategies for clients' financial needs.- Presented oral and written reports on general economic trends, individual corporations, and entire industries.Answered clients' questions about the purposes and details of financial plans and strategies.

New York Metro Area

- Advised a $1 billion institutional account and its plan participants- Complied with regulatory requirements including Bank Secrecy Act, Anti Money Laundering, OFAC, USA Patriot Act, Privacy Act and Community Reinvestment Act- Outperformed my peers by 125% in all measures of productivityIncreased sales by 8 times year over year- Organized Retirement seminars that averaged 75-100 participants - Offered investment vehicles for short and long term goals.- Developed and implemented creative, cost effective programs which increased client retention rates by 75%. - Spoke with an average of 100 clients per week consistently, resulting in a 80% client retention rateMaintained and organized a customer database of over 1600 participants in the NYC Metro area

Pentagon

- Advised the Secretary of the Army Peter Geren, senior Army civilian advisor to the President of the United States on $75 million Army Hurricane preparedness program - Collaborated in strategic level Army planning in the event of a national pandemic or terrorist attacks- Advanced to senior position at Pentagon to advise senior Army and civilian leaders in all aspects of crisis management and Homeland Defense- Coordinated with numerous government agencies to include the United States Secret Service, FBI, National Guard Bureau, Homeland Defense and local offices of Emergency Management.- Advanced Continuity of Operations planning for Regional Situational Awareness Center and participated site visits to RRMC to ensure viability of those contingency plans- Briefed the Secretary of the Army Vice Chief of Staff on the wildfire preparedness of various southern states, and the readiness of their respective National Guards

Deer Park, Ny

- Became Western Suffolk County leader in new accounts while simultaneously deepening relationships with our longer term and enduring client base- Assessed clients' financial situations to develop strategic financial planning solutions- Built relationships with customers and the community to establish long-term business growthComplied with regulatory requirements including Bank Secrecy Act, Anti Money Laundering, OFAC, USA Patriot Act, Privacy Act and Community Reinvestment Act- Maintained confidentiality of bank records and client information- Maintained friendly and professional customer interactions

Melville, Ny

- In 2001, led my cohort of financial advisors in new relationships and assets brought into branch with over 75 and $3 1/2 million respectively - Adhered to all federal and state compliance guidelines relative to retail mortgage lending- Profiled and analyzed investment products to develop customized financial strategies for clients' financial needs.- Sold financial products including stocks, bonds and mutual funds- Answered clients' questions about the purposes and details of financial plans and strategiesInterviewed clients to determine current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance and other information needed to develop a financial plan

Logistical Support Base Anaconda, Balad, Iraq

- Budgeted $21 million to create dozens of safe zones in a 5 mile wide installation saving untold number of American and Allied lives- Engineered security measures for a 23,000 man installation in a combat theater- Executed training for 6,400 Soldiers on of most heavily attacked installations in Northern Iraq- Implemented and supervised 3 installation wide exercises involving 2,300 Soldiers and airmen

Raven Rock Mountain Complex & Site R

- Commanded a 96 person Active Duty Military Police Detachment in a classified facility within the United States- Advanced and implemented security measures at the main continuity of operations site for the President of the United States- Controlled and maintained accountability for $3 million in special equipment and weapons assigned to me- Managed good order and discipline, as well as all aspects of career advancement for the 96 Soldiers under my command

Bachelor Of Arts (B.A.), Political Science And Government

Activities and Societies: Reserve Officer Training CorpsBachelor of Arts

Command And General Staff College