Donald P Casadonte

Financial Services Professional

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Location:

57 Rofay Dr, East Northport, NY 11731

Industry:

Financial Services

Work:

Nylife Securities Llc
Financial Services Professional
New York Life Insurance Company
Licensed Agent
G-4 Aug 2011 - Dec 2016
Project Manager and Consultant
Itg Advisors Oct 2015 - Dec 2016
Senior Business Development Consultant and Project Manager

Education:

University at Albany, Suny 1980 - 1984
Bachelors, Bachelor of Science, Economics, Finance Syosset High School, Syosset, Ny

Skills:

Financial Services
Management
Leadership
Strategic Planning
Risk Management
Investments
401K Rollovers
Asset Protection
Business Planning
Business Succession Planning
Buy Sell Agreements
Education Funding Strategies
Employee Benefits
Life Insurance Strategies
Lifetime Income Strategies
Long Term Care Insurance
Mutual Funds
Retirement Income Strategies
Business Development
Finra
Retirement Planning
401 Retirement Savings Plans
Rollovers
Long Term Care
Buy Sell
Securities

Languages:

English

Certifications:

Series 7 & 63

Associate Attorney

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Location:

19442 Sun Air Ct, North Fort Myers, FL 33903

Industry:

Law Practice

Work:

Suris & Associates, P.C. - Melville, New York since Jun 2011
Intern
Mark Millon Lacrosse Academy Jun 2009 - Aug 2010
Coach/ Instructor
Hills Youth Lacrosse 2007 - Aug 2010
Assistant/ Volunteer Coach, Referee
The Lax Hut Jun 2006 - Aug 2008
Salesman, Cashier & Customer Service Representative

Education:

Skills:

Microsoft Word
Sales
Mediation
Teaching
Customer Service
Saga Case Management Software
Microsoft Office
Microsoft Excel
Powerpoint
Public Speaking
Sports
Legal Documents
Legal Research