Allan Vera

President of Vera Capital Management- Financial Advisor: GWN Securities, Inc.

About

As a Financial Advisor of GWN Securities, Inc. I spend time educating my clients. I want them to understand the plan that we put together for them and for them to learn more about managing and planning their own finances. We offer a variety of services to help them with their needs and goals. *401(K) + IRA Rollovers *Life, Disability *Long Term Care Insurance *Estate and Charitable Planning *Business, Retirement and Tax Planning Opinions and comments expressed by Social Media Members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile or their firm. GWN Securities will not accept purchase or sale orders via Social Media platforms or its messaging systems. Please follow this link for a complete version of GWN Securities Social Media Policy: https://gwnsecurities.com/socialmedia

Country

United States

City

New York City Metropolitan Area

Industry

Investment Management

Skill

Leadership, Marketing Strategy, Sales, Strategic Planning, Microsoft Office, Microsoft Excel, Customer Service, Management, Public Speaking, Team Building, 403(b), Investment Planning, Retirement , Retirement Planning

Experience

President of Vera Capital Management- Financial Advisor: GWN Securities, Inc.

Vera Capital Management

2017-6 - Present · 9 yrs 4 mos

Chester, NJ

At Vera Capital Management we believe in a holistic approach to investing. It’s based on one simple idea, and that is the belief that your financial advisor should be there for you for any type of financial support. Whether it is expanding on the past, living in the present, or thinking about the future, at Vera Capital Management we will provide you with the latest tools and essential knowledge to achieve your financial goals.

Financial Advisor

Taranto Associates

2016 - 2017-4 · 1 yr

1263 Route 31, Lebanon, New Jersey 08833

A high quality, knowledgeable firm located in the heart of Hunterdon County, Taranto & Associates is an independent financial services firm specializing in investment, retirement planning and tax preparation for family held businesses and individuals.

Client Operations Manager

Tranquilli Financial Advisor

2015-9 - 2016-5 · 9 mos

Clinton, NJ

Prepared individualized material for potential clients. Created strategically sound plans to acquire new clients. Formulated asset allocation strategies and developed proprietary investments models for client portfolios.

President of Business Development

Vera Reliable Car Service

2012-1 - 2016-5 · 4 yrs 5 mos

Clinton, NJ

Grew company assets to over $300,000 in three years. Created marketing plans to increase revenue. Fostered excellent customer service relationships and referrals by building trust. Managed scheduling of staff and appointments to optimize revenue.

Financial Consultant

Financial Resources

2013-6 - 2015-9 · 2 yrs 4 mos

Warren, NJ

Formulated asset allocation strategies and developed proprietary investments models for client's 403b portfolios. Generated new business through presentations and seminars with school districts and their employees. Advised clients quarterly on portfolio performance ensuring clients needs aligned with projected results. Continuously network and build individual client base.

Financial Advisor Trainee

Wells Fargo Advisor

2010-7 - 2011-12 · 1 yr 6 mos

Warren, NJ

Created marketing plans to increase revenue. Fostered excellent customer service relationships and referrals by building trust Managed scheduling of staff and appointments to optimize revenue.

Teacher

Bound Brook School District

2008-9 - 2010-6 · 1 yr 10 mos

Bound Brook, NJ

Taught in a self-contained environment at fifth grade and kindergarten levels. Responsible for designing and implementing teaching methods. Prepared progress reports for individual students.