Chief Executive Officer

Education:

Bachelors in Business Administration
University of Notre Dame

Professional Affiliations:

Million...

President

Education:

Bachelor of Science in Economics, Yale University

Professional Affiliations:

Financial Planning...

Vice President of New York Metro

Professional Affiliations:

National Association of Insurance and Financial Advisors (NAIFA Member)
Registered...

Vice President - Investments

Registrations & Licenses:

FINRA series 4, 6, 7, 24, 63, 66

Life and Health Insurance Licenses (NJ, NY, PA, SC, FL...

Vice President


Registered representative and investment advisor representative of Securian Financial Services.

Vice President of Human Resources

Education:

Degree & Major: BS Finance, Pamplin School of Business           

College/ University: Virginia...

Recruiting Director

Tina Pecca joined the Allied Wealth Partners team in February of 2016 as the Director of Recruiting. With several years...

Vice President of Finance


Tina Pollaro joined Allied Wealth Partners in January 2003 and has been an essential member of the team over the years....

Compliance Director

Education:
University of Massachusetts,
Amherst – Isenberg School of Management, 2010
Bachelor of Business...

Managing Director

Education:

  • Business Administration
  • MCC

Registrations and Licenses:

  • Series 6, Life Health, Property & Casualty
  • ...
Managing Director

Education:

Bachelor of Science in Business – Marketing Management
Virginia Polytechnic and State University...

Managing Director

Location:
309 Fellowship Rd.
East Gate Center, Suite 200
Mt. Laurel, NJ 08054

 

Registered...

Compliance & Research Analysis

Education:
Fordham University, MBA Finance
University of Rochester, B.S. Mechanical Engineering

Professional...