Type Of Business:
Financial services company
Expertise:
Estate planning; Wealth management
Major Product/SVS:
Financial planning; Wealth management; Investment and insurance services
Favorite Business Publication:
The Wall Street Journal
Hobbies/Sports:
Riding his Harley-Davidson; Golfing
Education Degrees:
Bachelor of Arts in Business Administration, Concentration in Finance, William Paterson University (1987)
Affiliations Awards:
Financial Planning Association
Charity:
St. Mary's Church; Volunteer, Boys and Girls Clubs of America
Number Of Years In Profession:
24
Number Of Years In Current Position:
4
What Does He/She Attribute Success To:
He attributes his success to his professional longevity.
Why did you become involved in your profession or industry?:
He became involved in his profession through his educational background.
Education Certifications:
Chartered Life Underwriter; Chartered Financial Consultant; Registered Financial Consultant; Life Underwriter Training Council Fellow; Certified Financial Planner
Where Will You Be In 5 Years:
In five years, Mr. Dattolo hopes to expand the business.