Investment Advisors
School District Investment Analysts and Financial Advisors

Now displaying records 1 to 10 of 10.       
 

AXA Equitable
AXA Equitable has been providing millions of customers with life insurance, annuities and other needs-based products since 1859. AXA Equitable has a long history of working closely with school business officials. We appreciate the high standards of school business management promoted by ASBO and practiced by its members.
Visit the AXA Equitable Website
 
Primary Contact
Bernadette Mitchell
Vice President
AXA Equitable
79 Hall Rd
Chatham, NJ 07928
Phone: (973) 727-6466
Fax: (201) 583-2176
Email: Bernadette.Mitchell@axa-equitable.com
 
Secondary Contact
Deborah Garcia
Marketing Associate
AXA Equitable
500 Plaza Drive
Secaucus, NJ 07094
Phone: (201) 583-2272
Fax: (201) 583-2176
Email: deborah.garcia@axa-equitable.com
 
Secondary Contact
Ted Beal, Jr.
Director
AXA Equitable
333 Thornall Street, 8th Fl.
Edison, NJ 08837
Phone: (732) 452-7275
Fax: (732) 906-3629
Email: ted.beal2@axa-advisors.com
 

Curtis May
Divisional Senior Vice President
AXA Equitable
1751 Lake Cook Road, Ste 200
Deerfield, IL 60015
Phone: (224) 554-8018
Email: curtis.may@axa-advisors.com
 
Secondary Contact
Edie Russo
Vice President, Retirement Benefits Group
AXA Equitable
500 Plaza Drive
Secaucus, NJ 07094
Phone: (201) 583-2244
Fax: (201) 583-2176
Email: edna.russo@axa-equitable.com
 
Secondary Contact
Mary Beth Farrell
Executive Vice President
AXA Equitable
333 Thornall St., 8th Floor
Edison, NJ 08837
Phone: (732) 452-7299
Fax: (732) 906-3691
Email: marybeth.farrell@axa-equitable.com
 

David Ciotta
EVP
AXA Equitable
6200 Old Dobbin Lane
Suite 100
Columbia, MD 21045
Phone: (410) 309-3630
Email: david.ciotta@axa-advisors.com
 

William Sorrentino
Divisional Senior Vice President
AXA Equitable
333 Thornall Street
8th Floor
Edison, NJ 08837
Phone: (732) 452-7241
Email: william.sorrentino@axa-advisors.com
 
ING
At ING our goal is to educate the educators – working closely to help them fully understand their retirement options and how those options can work together to provide a secure retirement.

ING offers a broad range of tools to help educators quickly and easily understand the retirement options available to them. We provide value-added products and services to help educators save and invest wisely, and an experienced distribution force dedicated to serving their retirement needs.

Visit the ING Website
 
Primary Contact
Ketul Thaker
Vice President
ING
One Orange Way, B3N
Windsor, CT 06095-4774
Phone: (860) 580-4013
Fax: (860) 580-4902
Email: ketul.thaker@us.ing.com
 
Secondary Contact
Linda Segal Blinn
Vice President
ING
One Orange Way, A3N
Windsor, CT 06095-4774
Phone: (860) 580-1643
Email: LindaSegal.Blinn@us.ing.com
 
Secondary Contact
Leslie Ogden
Regional Director
ING
Pttsburgh, PA
Phone: (866) 628-3811
Email: leslie.ogden@us.ing.com
 
Secondary Contact
Pamela Mulvey
Senior Vice President of Public Markets
ING
One Orange Way, A3N
Windsor, CT 06095-4774
Phone: (860) 580-1641
Fax: (860) 860-1665
Email: pamela.mulvey@us.ing.com
 
MetLife Resources
MetLife Resources is focused on helping nonprofit organizations create and administer retirement plans – 403(b), 401(a), and 401(k)s – for their employees. Specializing in providing retirement plan services to the nonprofit sector, MetLife Resources offers clients an industry leading combination of strength, selection, and service.

Visit the MetLife Resources Website
 
Primary Contact
Nancy Murray
Assistant Vice President
MetLife Resources
400 Atrium Drive
Somerset, NJ 08873
Phone: (732) 652-1274
Email: nmurray@metlife.com
 
Secondary Contact
Tom Hogan
Senior Vice President
MetLife Resources
400 Atrium Drive
Somerset, NJ 08873
Phone: (732) 652-1274
Email: thogan1@metlife.com
 
Secondary Contact
Robin Kovacs
Manager - Marketing Communications
MetLife Resources
400 Atrium Drive
Somerset, NJ 08873
Phone: (732) 652-1274
Email: rkovacs@metlife.com
 

Phillip J. Haslam
Western Division Sales Director
MetLife Resources
5973 Avenida Encinas No. 208
Carlsbad, CA 92008
Phone: (760) 930-9378
Fax: (760) 930-9379
Email: phaslam@metlife.com
 

Steven Haessly
Business Development Director
MetLfie Resources
300 Davidson Avenue
Somerset, NJ 08873
Phone: (732) 652-1328
Fax: (732) 652-1419
Email: shaessly@metlife.com
 

Jaime Harper
Sr. Marketing Communications Consultant
MetLife Resources
300 Davidson Ave.
Somerset, NJ 08873
Phone: (732) 652-1310
Fax: (732) 652-1418
Email: jharper2@metlife.com
 
VALIC
Choosing the best provider for your business requires evaluating the quality and depth of services offered to you and your employees. VALIC provides some of the most comprehensive services in the industry, designed to improve plan administration for you and help your employees make educated decisions.

Helping Americans plan, build and protect their financial resources is something VALIC has been doing for more than 50 years.

Visit the VALIC Website
 
Primary Contact
Jackie Fabitore-Matheny
Vice President, Relationship Managment
VALIC
1304 Concourse Drive, Ste. 150
Linthicum Heights, MD 21090
Phone: (703) 241-5804
Fax: (202) 962-4601
Email: Jackie.Fabitore-Matheny@valic.com
 
Secondary Contact
Robert Architect
VP Compliance & Market Strategy
VALIC
214 Rosalie Cove Court
Silver Spring, MD 20905
Phone: (301) 774-1711
Fax: (202) 283-9598
Email: bob.architect@valic.com
 

Richard A. Turner
Vice President and Deputy General Counsel
VALIC
2929 Allen Pkwy., L4-01
Houston, TX 77019
Phone: (713) 831-5064
Fax: (713) 831-5931
Email: Richard.Turner@valic.com
 
Secondary Contact
Don Harris
Senior Vice President National Markets, Education
VALIC
2929 Allen Parkway, L14-90
Houston, TX 77019
Phone: (713) 831-1259
Email: Don.Harris@valic.com
 

John Kevin
Vice President, K-12 Markets
VALIC
1304 Concourse Dr
Ste 150
Linthicum, MD 21090
Phone: (410) 916-1709
Fax: (410) 859-8017
Email: john.kevin@valic.com
 
AXA Equitable
Curtis May
Divisional Senior Vice President
AXA Equitable
1751 Lake Cook Road, Ste 200
Deerfield, IL 60015
Phone: (224) 554-8018
Email: curtis.may@axa-advisors.com
 
Forecast 5 Analytics Inc
Visit the Forecast 5 Analytics Inc Website
 
Primary Contact
Michael R. English
President
Forecast 5 Analytics Inc
2135 City Gate Lane
7th Fl
Naperville, IL 60563
Phone: (630) 657-6400
Fax: (630) 718-8701
Email: menglish@pmanetwork.com
 
Secondary Contact
Jeff Carew
President
PMA Financial Network, Inc.
788 N Jefferson Suite 550
Milwaukee, WI 53202
Phone: (414) 224-0099
Fax: (414) 224-0057
Email: jcarew@pmanetwork.com
 

Scott Smith
National Sales Director
Forecast 5 Analytics Inc
2135 City Gate Lane
7th Fl
Naperville, IL 60563
Phone: (630) 657-6412
Fax: (630) 718-8701
Email: SSMITH@forecast5analytics.com
 
Grant Capital Management, Inc.
J.P. Grant
President
Grant Capital Management, Inc.
8894 Stanford Blvd.
Ste. 203
Columbia, MD 21045
Phone: (410) 715-9135
Fax: (410) 715-9139
Email: jpgrant@grantcapitalmgmt.com
 
Kades-Margolis Corporation
Visit the Kades-Margolis Corporation Website
Edward H. Margolis
President
Kades-Margolis Corporation
998 Old Eagle School Rd
Ste 1220
Wayne, PA 19320
Phone: (610) 971-1080
Fax: (610) 971-1086
Email: emargolis@4kmc.com
 
Lincoln Financial Group
Visit the Lincoln Financial Group Website
 
Primary Contact
Linda J. Jacobsen
Head of Defined Contribution Customer Experience
Lincoln Financial Group
150 N Radnor Chester Rd
Bldg F, 3rd Fl
Radnor, PA 19087
Phone: (484) 583-2811
Fax: (484) 583-1222
Email: LJacobsen@lfg.com
 
TIAA-CREF
Visit the TIAA-CREF Website
Bruce Corcoran
VP, Third Party Distribution, K-12 Market
TIAA-CREF
8500 Andrew Carnegie Blvd., A205
Charlotte, NC 28262
Phone: (704) 988-5503
Fax: (704) 988-4918
Email: BCorcoran@tiaa-cref.org
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