Al Procaccino
Vorstandsvorsitzender bei Castle Financial & Retirement Planning Associates, Inc.
Profil
Mr. Alphonse A.
Procaccino is a President & Chief Compliance Officer at Castle Financial & Retirement Planning Associates, Inc. As a President & CEO of Castle Financial, he has been active in the financial services industry since 1980, helping both individuals and corporations manage their wealth.
He has conducted financial, retirement and estate planning seminars for Procter and Gamble, IBM, TRW, IFF, General Dynamics, Siemens Private Communications and the New Jersey State Chamber of Commerce.
Prior to Castle Financial, Mr. Procaccino directed the Retirement Group at Cowen and Company as a Partner of the firm.
He was also Vice President and Branch Manager at Dean Witter Reynolds located in 5 World Trade Center, New York City.
Mr. Procaccino was a Senior Vice President and the Retirement Group Strategist at Oppenheimer & Company.
Mr. Procaccino holds a Bachelor of Science degree in Business Administration with a concentration in Finance, an MBA degree in Finance, and is a graduate of the College for Financial Planning.
Aktive Positionen von Al Procaccino
| Unternehmen | Position | Beginn |
|---|---|---|
Castle Financial & Retirement Planning Associates, Inc.
 Castle Financial & Retirement Planning Associates, Inc. Investment ManagersFinance Castle Financial & Retirement Planning Associates, Inc. (Castle Financial) is an independent registered investment advisor headquartered in Fair Haven, New Jersey. The firm was founded by Al Procaccino II in 1992. Castle Financial provides financial planning and consulting services as well as discretionary and non-discretionary investment advisory services to individuals, retirement plans, 401k plans, trusts and corporations. | Vorstandsvorsitzender | 01.07.1992 |
Ehemalige bekannte Positionen von Al Procaccino
| Unternehmen | Position | Ende |
|---|---|---|
| Cowen & Co. (New York) | Corporate Officer/Principal | - |
Oppenheimer & Co., Inc.
 Oppenheimer & Co., Inc. Investment ManagersFinance Oppenheimer & Co., Inc. provides security brokerage services. It also offers investment banking and advice to high net worth investors, individuals, businesses and institutions. The company is headquartered in New York, NY. | Corporate Officer/Principal | - |
| Dean Witter | Corporate Officer/Principal | - |
New Jersey Chamber of Commerce Foundation, Inc.
 New Jersey Chamber of Commerce Foundation, Inc. Miscellaneous Commercial ServicesCommercial Services New Jersey Chamber of Commerce is a business advocacy organization that actively supports legislation, regulation and initiatives. The company is headquartered in Trenton, NJ. | Corporate Officer/Principal | - |
Ausbildung von Al Procaccino
| The College for Financial Planning, Inc. | Masters Business Admin |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 5 |
|---|---|
Castle Financial & Retirement Planning Associates, Inc.
Castle Financial & Retirement Planning Associates, Inc. Investment ManagersFinance Castle Financial & Retirement Planning Associates, Inc. (Castle Financial) is an independent registered investment advisor headquartered in Fair Haven, New Jersey. The firm was founded by Al Procaccino II in 1992. Castle Financial provides financial planning and consulting services as well as discretionary and non-discretionary investment advisory services to individuals, retirement plans, 401k plans, trusts and corporations. | Finance |
New Jersey Chamber of Commerce Foundation, Inc.
New Jersey Chamber of Commerce Foundation, Inc. Miscellaneous Commercial ServicesCommercial Services New Jersey Chamber of Commerce is a business advocacy organization that actively supports legislation, regulation and initiatives. The company is headquartered in Trenton, NJ. | Commercial Services |
| Cowen & Co. (New York) | Finance |
| Dean Witter | Finance |
Oppenheimer & Co., Inc.
Oppenheimer & Co., Inc. Investment ManagersFinance Oppenheimer & Co., Inc. provides security brokerage services. It also offers investment banking and advice to high net worth investors, individuals, businesses and institutions. The company is headquartered in New York, NY. | Finance |
