Location
Staten Island, New York, United States
Work
- President @ Comprehensive Wealth Manangement Group, LLC
- Financial Advisor @ United Nations Federal Credit Union
- Financial Advisor @ First Union
- Financial Advisor @ Citibank
Education
- SUNY Binghamton
BA (Economics)
1988 - 1991 - NYU
Bachelor of Arts (B.A.) (Economics)
1987 - 1988 - Monsignor Farrell
Bachelor's degree in Economics (Economics)
1983 - 1987
Skills
- Investments
- Small Business
- Wealth Management
- Retirement Planning
- Insurance
- Strategic Planning
- Public Speaking
- Strategic Financial Planning
- Team Building
- Fixed Annuities
Allan Katz Email Address
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Allan Katz
Course Instructor - International Health Administration Program
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