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Finance > Financial Advisor, Investments
Wizdom Tree Benefits Solutions Agency Benefits Director Self-employed |  2011 is the year to review all your current Insurance and Retirement strategies. | | | | | PORTFOLIOview all | | | | | CONTACT INFO | | | | Join UPworld to connect to Anthony Vlachos | | | | WORK EXPERIENCE | | | | Company |  | | Title: | Agency Benefits Director | | Company Name: | Wizdom Tree Benefits Solutions | | Start Date: | May 2007 | | End Date: | Currently working | | Company Size: | 0-5 | | Company Type: | Self-employed | | | A strategic alliance representing a positive buisness strategy for today's difficult economic environment in the area of group benefits and services.
Specializing in employer sponsored and voluntary group benefits.
" The Benefits of Experience "
| | | | |  | | Title: | Financial Adviser | | Company Name: | MetLife | | Start Date: | Jan 2007 | | End Date: | Currently working | | Company Size: | 101-200 | | Company Type: | Public | | | | | | Experience Level | | | Expertise: Group Benefits:
Health Insurance, RX, Vision
Consumer-Driven Health Insurance Options - HRA, HSA, MSA and FSA Group Dental
Group Life / AD&D (for employees, spouses and dependents)
Group Long & Short Term Disability Income Insurance
Group Term Life Insurance
Group Long Term Care Insurance
Voluntary Permanent Life Insurance (Whole Life, Universal and Variable)
Section 125 Administration
Voluntary Benefits
Corporate Sponsored College Saving Plans ( 529 Plans )
Workforce Financial Planning/ Retirement Seminar Programs
PEO ( Professional Employer Organization ) Access
Fully Integrated HR Solutions
Group Retirement Solutions:
401(k)
403(b)/Tax Sheletered Annuities
SIMPLE IRAs, SEP IRAs
Defined Contribution & Benefit Plans
Profit Sharing Plans
Pension Plans
Non-Qualified Deferred Compensation Plans
Executive Incentive Plans & Business Continuity Strategies:
Executive Bonus Plans
Split Dollar Plans
Buy-Sell Agreement Funding
Disability Buy-Out Plans
Executive / Individual Benefits:
Life Insurance
Disability Insurance Carve Out
Long Term Care Insurance
Retirement & Financial Planning
(Mutual Funds, Brokerage Accounts, Wealth Management Accounts) Investment Services,
Estate Analysis/Conservation | | | Skills: Asset Allocations
Risk Management
Business Needs Analysis
Financial Needs Analysis
Wealth Accumulation | | | | CREDENTIALS | | | | Awards | | | | Title: | Delta Mu Delta | | Awarded By: | Dowling College | | Date: | Apr 2008 | | Description: | Business Administration. Dowling College | | | | | | Title: | Who's Who Among Jr. Colleges | | Awarded By: | Who's Who | | Date: | Jan 2003 | | Description: | Valencia College, Orlando FL | | | | License | | | | Type: | Life | | License Number: | Life Products | | Notes: | Licensed in New York, Virginia, North Carolina, Connecticut, Maryland | | | | Type: | Health | | License Number: | Health Products | | Notes: | Licensed in New York, North Carolina, Connecticut, Maryland.
I represent all major Carriers. | | | | Type: | Securites & Variable | | License Number: | 6 & 63 | | Notes: | Licensed in New York, Virginia, North Carolina, Maryland | | | | EDUCATION | | | | School: | Dowling College | | Degree: | Studying for ChFC | | Study Field: | Financial Planning | | Description: | Chartered Financial Consultant | | | | School: | Valencia | | Date Graduated: | Jan 2009 | | Degree: | Associates | | Study Field: | Business | | | | School: | Dowling College | | Date Graduated: | May 2007 | | Degree: | BBA | | Study Field: | Marketing, Accounting, Finance | | | | GROUPS AND ASSOCIATIONS | | | | Group: | Huntington Chamber of Commerce | | Start Date: | Jan 2011 | | Description: | The Chamber is dedicated to serving the needs of its members through government advocacy, networking, community development and education. In fulfillment of its service and community goals, the Chamber develops public policy positions; provides networking opportunities to create a stronger business environment; collects and analyzes data for dissemination of vital information and promotes economic development, job growth, education and an enhanced quality of life for all Long Islanders.
| | | | Group: | Suffolk County Minority Business Development Council | | Start Date: | Jan 2010 | | Description: | SCMBDC is dedicated to the development, growth and sustainability of local small minority-owned businesses. | | | | Group: | Sports Day Festival | | Start Date: | Jan 2007 | | Description: | Annual Sports Festival benefiting children oriented charities, including the Ronald McDonald House, Schnieder Chidlren's Hospital and the Marty Lyons Foundation. | | | | Group: | Gerontology Professionals of New York | | Start Date: | Jan 2007 | | Description: | GERONTOLOGY PROFESSIONALS OF NEW YORK (GPNY) is a business oriented and networking organization comprised of professionals who service the needs of the senior community. The focus of GPNY is to provide networking opportunities for its members and to educate them on practical business issues that will help them to better run and grow their businesses. | | | | GOALS AND INTERESTS | | | | Career Goals: My goal is to provide families and business owners with assistance in building their financial freedom. I have the skills, knowledge and experience required to help meet my client's established goals.my personal goal is to become a lifetime resource for each and every client. | | | | Personal Interests: Learning as much as I possibly can. | | |
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