Final Thoughts on 2016
- Matt Greene, John Chrysadakis and Warren Pena all had their BEST Premium year EVER!
- Matt qualified for Forum!
- John qualified for Lives Leader Summit!
- Neil Gronowetter was the Developing Advisor of the Year in the Seiden agency!
- Matt Greene and Scott Andreozzi both became CFP's!
- Anthony De Lorenzo set the firm wide Pacesetter record with 52 lives in his 1st 6 months ended in Jan '16!
- Desmond Anderson set the firm wide Pacesetter record with 57 lives in his 1st 6 months ended in Mar '16!
- We recruited 15 College Financial Reps - our all time high!
- We discovered our new ace Recruiter, Cliff Bray!
- Kim Oeding and John Chrysadakis started a new Partnership!
- We hired Tom Pundy, the New Advisor Sales and Development Assistant!
- Aaron Dixon converted to a Full Time Financial Representative!
- NM vet, Mike Reilly, joined our office!
- Office was up in Lives, New Clients, Premium and IPS!
And now on to 2017!
Warren Pena - 8.5 Lives
Neil Gronowetter - 12,059
Mike Reilly - 4.5 Lives
Neil Gronowetter - 12,059
Office PPA User Rankings
Developing Advisor of the Year
New Financial Representatives
Jason Correia and Sam Grosso have recently joined our office as new Financial Representatives!
Jason lives in Fairfield. He graduated from Central Connecticut State University in May 2016 with a degree in Finance. He is the founder of the CCSU Soccer Club and acted as its President up until graduating. His hobbies include playing soccer and working out. He is fluent in Portuguese and Spanish.
Sam lives in Westport. He graduated from the University of Rhode Island in May 2016 with a degree in Accounting.. After working for Foresters Financial for 6 months, he decided to make the switch over to NM. Sam has his Series 6 & 63 and is currently pursuing his Series 7 license. He loves playing golf in the summer and skiing in the winter.
Upcoming Office Events
Monday, January 30th at 9am
Peter Olsen is a wholesaler at American Funds, part of Capital Group, covering Connecticut. He has 15 years of investment industry experience and has been with Capital Group for four years. Prior to joining Capital, Pete was a wholesaler at Columbia Management. He holds a bachelor’s degree in English from the University of Richmond. Pete is based in Avon, Conn.
Long Term Care Training
Friday, February 3rd at 8.30am
John Parisi is a Northwestern Mutual Financial Advisor and Long Term Care Specialist with over 25 years of experience in life insurance, disability income insurance, and estate analysis matters, just to name a few. His practice also extends to overall preparation for the closely held business.
John Parisi graduated from Boston College in 1986 with a degree in finance. He joined Northwestern Mutual the same year and went on to earn the professional designations of Chartered Life Underwriter (CLU®) and Chartered Financial Consultant (ChFC®). John Parisi is also certified in Long Term Care (CLTC) planning and also earned the Chartered Advisor for Senior Living (CASL®) designation. John Parisi has devoted his practice to assisting his clients in securing their financial futures.
Walter M. Mello Jr
Monday, February 13th at 9am
Walter M. Mello Jr began his career with Fidelity Investments in 2001 as an actuarial mathematician before joining Sentinel Pension Advisors as an investment manager in 2002. In 2003 he joined BlackRock Financial Management starting in risk management solutions, responsible for portfolio analytics and fixed income models. He later transitioned to trader in the portfolio management division and in 2007 became the portfolio manager for multi-billion dollar portfolios across mutual funds, pension accounts, and multi-asset hedge funds. In 2012 he joined Millennium Partners Group as a senior portfolio manager focusing on top-down macroeconomic strategies across asset classes including credit, volatility, treasuries, futures, equities, and options. In 2015 he launched WMM Capital Advisors, LLC, a volatility focused hedge fund that looks to provide protection and performance for client portfolios. Mr. Mello has B.A. degree in Economics from the College of the Holy Cross.
Monday, February 27th at 9am
Robert Bilek is a director of the Financial Institutions and Advisors Division of MFS Fund Distributors, Inc., a subsidiary of MFS Investment Management (MFS). His territory is Connecticut. Robert joined MFS in 1996 as a teleservices representative. He joined the inbound Telemarketing Department in 1998 and the Financial Advisors sales desk in 1999. He was named regional manager, covering northern Florida, in June of 2000. Robert became regional vice president in 2003. Prior to joining the firm, he was a registered representative for John Hancock Life. He earned a bachelor's degree from Boston College.
Eastern Regional Meeting
January 5-7th at the Marriott Marquis in Times Square, NYC
First annual Olive Garden lunch / Always easy to find Kat, "The Red Avenger," in a crowd!