Staff
I take customer service very seriously. So does my staff. Together, we are committed to providing exceptional customer service to all of our clients.
If you need to schedule an appointment or request any other service, please let us know. We will respond promptly.
Paul T Magistro
Director of Operations
paul.magistro@nmfn.com
(973) 244-4217
Paul is an attorney with his master’s degree in business administration and has 15 years of securities experience. Paul runs office operations, as well as functioning as the team point man. In addition to supervising the day to day, Paul maintains close contact with clients and prospects to ensure their needs are fully met.
|
|
|
Joseph P Geslao
Joe earned his master’s degree in Finance and has earned the professional designations of Chartered Life Underwriter (CLU) and a Chartered Financial Consultant (ChFC).
He focuses on retirement and estate proposals, education funding, and carefully monitors the financial investment market.
|
|
|
Dan Thorn
Investment Operations Manager
dan.thorn@nmfn.com
(973) 244-4251
Danny handles all of the investment related administrative services. He is responsible for processing the transactions for Andy’s clients' investment accounts, retirement and pension accounts; as well college education savings plans. In addition, Danny works closely with Andy to implement and input asset allocation recommendations for client proposals.
|
Kimberly Parrillo
Director of Insurance Services
kimberly.parrillo@nmfn.com
(973) 244-4231
A fully licensed associate, Kim is responsible for the overall administration of Andy’s insurance practice. This includes coordinating all insurance applications, underwriting requirements for all Life, Disability, and Long Term Care Insurance contracts as well as on going maitence and service.
|
|
|
Rosarie Dolph
Executive Assistant
rose.dolph@nmfn.com
(973) 244-4203
Working side by side with Andy for the past fourteen years, Rose is the heart of Team Schwartz. Rose acts as the liaison between clients, vendors, and the office. Rose focuses on client satisfaction to ensure that everyone receives superior service.
|
|
