We found the following information about Nssa Jeffrey D. Dattolo at Atlas Advisory Group,Llc, where Nssa has worked as a Partner and Director of Advanced Design since 2009. Nssa's total work experience is over 19 years, during which time they had at least six jobs at different places to develop professional skills. Nssa studied at the William Paterson University of New Jersey from 1982 to 1987. This person received the following certifications: Certified Financial Planner™ (Cfp®), Chartered Life Underwriter® (Clu®), and Chartered Financial Consultant® (Chfc®). Nssa Jeffrey D. Dattolo currently lives in New York, New York. You can contact with Nssa by searching for phone number or email address or find full info by requesting access to this professional's further details.
Name variants:
Nssa Dattolo
Last updated Dec 25, 2024
Contact Information
Last Update
Jul 6, 2022
Email
jd**@atlasadvisorygroup.com
Location
New York, NY
Company
Workplace
Partner and Director of Advanced Design
Spring, TX
Industry
Business Consulting Services
Colleagues
Work History
Partner and Director of Advanced Design
In his role at Atlas Advisory Group, LLC, Jeff reviews and analyzes Life Insurance policies to determine if they are continuing to help clients reach their long-term financial goals. He work...
from Jan 2009
Financial Advisor and Certified Financial Planner
Worked with clients and their advisors to help ensure home finance products were consistent with current market trends, and created a plan of action that was aligned with the client’s long-t...
Jan 2006 — Dec 2008
Financial Advisor and Vice President of Financial Planning
In addition to providing financial advisory services to clients, Jeff helped educate the firm’s advisors on a variety of financial planning issues and recommended investment strategies to su...
Jan 2004 — Dec 2005
Financial Advisor and Certified Financial Planner
As a member of the investment team, Jeff provided comprehensive financial planning and estate planning services to clients, including consistent monitoring and re-balancing accounts of accou...
Jun 1998 — Dec 2003
Financial Advisor and Certified Financial Planner
Specialized in identifying the Life and Health Insurance needs of clients and developed strategies to help minimize and defer income taxes. Provided estate planning advice, death and disabil...
Nov 1993 — Jun 1998
Financial Advisor and Certified Financial Planner
Focused on providing recommendations based on Financial Needs Analysis (FNA) and applying life insurance and annuity products to help affluent clients work toward their financial goals.
Jun 1987 — Oct 1993
Education
1982 — 1987
1981 — 1982
1977 — 1981
Occupations
Executive
Partner
Director
Accountant
Finance and Accounting Specialist
Financial Broker
Certified Financial Planner
Financial Consultant
Chief Executive
Operations Manager
Accounting Bookkeeper
Bookkeeper
Puchasing and Estimating Manager
Financial Manager
Financial Services Professional
Financial Services Sales Agent
Skills
Insurance Strategies
Wealth Transfer Planning
Estate Planning
Retirement Income Strategies
Wealth Management
Strategic Financial Planning
High Net Worth Individuals
Life Insurance
Investments
Financial Services
Wealth
Securities
Financial Advisory
Retirement
Insurance
Retirement Planning
Finance
Financial Planners
Portfolio Management
Financial Planning
FAQs about Nssa Jeffrey D. Dattolo
What's the main profession of Nssa Jeffrey D. Dattolo?
Nssa is a Partner and Director of Advanced Design.
What are the main profession of The professional?
These person's professions are Executive and Partner
Where does Nssa Jeffrey D. Dattolo currently live?
Nssa currently lives in New York, New York.
Does the expert have the email address?
jd**@atlasadvisorygroup.com is Nssa's email address.
Where did Nssa Jeffrey D. Dattolo work?
Nssa Jeffrey D. Dattolo worked at Atlas Advisory Group,Llc, Heritage Mortgage Banking Corp.
What education does Nssa Jeffrey D. Dattolo have?
Nssa studied at the William Paterson University of New Jersey from 1982 to 1987.
Are there any certifications Nssa Jeffrey D. Dattolo has?
The expert received the following certifications: Certified Financial Planner™ (Cfp®), Chartered Life Underwriter® (Clu®), and Chartered Financial Consultant® (Chfc®).
What is professional industry that Nssa Jeffrey D. Dattolo worked in?
This person works in Financial Services industry.