Geraldine A Spinella, Age 77Hampton Bays, NY

401 Franklin Ave, Garden City, NY 11530

Financial Services

New York Wealth Management, an Independent Firm - Garden City, New York 11530 since Jul 2010
Accredited Wealth Management Advisor / Senior Vice President with New York Wealth Management Bayside - Whitestone Lions Club - Bayside - Whitestone, Queens, New York, USA since Jun 2010
First Vice President The Corinthians Jan 2010 - Sep 2010
Annual Cruise Paymaster, 2008, 2010 Little Neck Douglaston Memorial Day Parade - Little Neck, NY 11362 2010 - 2010
Treasurer Janney Montgomery Scott LLC Oct 1998 - Jul 2010
First VP/Wealth Management NYS Northeastern Queens Nature and Historic Preserve Commission Apr 2005 - Apr 2009
Commissioner The Bayside Historical Society 2001 - 2008
Executive Director, President of the Board of Trustees

College for Financial Planning - University of Pennsylvania - The Wharton School 2008 - 2008
AWMA, financial planning Queensborough Community College 1977 - 1978

Retirement, Wealth Management, Investment Strategies, Securities, Strategic Financial Planning, Financial Advisory, Mutual Funds, Wealth, Portfolio Management, Financial Services, Financial Planning, Uniform Combined State Law, Series 7, Investment Advisory, Financial Planners, Insurance, Asset Allocation, Estate Planning, Iras, Etfs, Series 63, Published Author, Retirement Planning, Investments, Historical Restoration, Series 24, Experienced Sailor, Patriot

Latin Dancing
Politics
Archaeology
Great Conversations on Business
Current Events and Almost Anything
Sailing
Vacations To Interesting Places
Architecture
Arts and Culture
History

Accredited Wealth Management Advisor
Wharton Executive Education