James Dematteo's Location
New York, NY, US
James Dematteo's Work
- Financial Advisor @ Northeast Planning Corporation
- Investment Specialist @ Joseph Stevens Investment Banking
James Dematteo's Education
- Fairleigh Dickinson University
CFP (Certified Financial Planning)
2008 - 2010 - University of Hartford
BA (Insurance and Finance/Economics)
2001 - 2005
James Dematteo's Skills
- Risk Management and Insurance
- Securities
- Retirement Planning
- Disability Insurance
- Wealth Management
- Investments
- Business Owners
- Asset Management
- Executives
- Engineers
James Dematteo's Summary
James DeMatteo, based in New York, NY, US, is currently a Financial Advisor at Northeast Financial Network, bringing experience from previous roles at Joseph Stevens Investment Banking. James DeMatteo holds a 2008 - 2010 CFP in Certified Financial Planning @ Fairleigh Dickinson University. With a robust skill set that includes Risk Management and Insurance, Securities, Retirement Planning, Disability Insurance, Wealth Management and more, James DeMatteo contributes valuable insights to the industry. James DeMatteo has 3 emails and 1 mobile phone number on RocketReach.
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