Robert Miller, MS, MA, is currently serving as Secretary/Treasurer for NAIFA-New York and has been a loyal NAIFA member since 1983. Since retired, he practiced out of his firm, Miller-Pomerantz where he specialized in corporate selling in New York City.
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Vinny Dallo, ChFC, CLU, CLTC, LUTCF, serves as President-Elect for NAIFA- New York and has been a loyal NAIFA member since 2005. He practices with Kappan Financial, LLC, in Fairport, NY, where he specializes in personal financial planning.
Vinny’s introduction to the financial services industry is rather unique. He was initially brought on to the MetLife team as a call center manager. He excelled in the position after creating a subscription service that called MetLife advisors’ current clients to strengthen their existing relationships. For a minimal price, advisors both new and established, could sign up for these “warm appointments” that ultimately lead to stronger advisor-client relationships and increased production. Vinny’s initial job as a call center manager enabled him to see the ins-and-outs of a career as a financial advisor with MetLife before pursuing it himself.
Later, the top recruiter in his office questioned why he wasn’t pursuing a career as an advisor, as it was the “perfect fit for him.” That prompted Vinny to pursue a long-term professional goal to have a “helpful impact on other people.” He soon found his new path gave him a strong sense of fulfillment. He even enjoyed reading through the dense, sometimes overly complicated, financial portfolios of his clients that they felt to be daunting.
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New NAIFA member Gerard “Jerry” St-Cyr resides in Long Branch, N.J., and is with Eagle Securities, a subsidiary of New York Life. Jerry is not only new to the association, but he is also relatively new to the industry. Before his career in financial services, he built an impressive resume featuring leadership roles in a collection of successful businesses and philanthropic endeavors and organizations. Previously, Jerry was the CEO of a dental startup company, as well as the Director of Sales and sommelier for a wine import company, Select Fine Wines. He is also the author of Womanity and My Wine Guide. He is the founder of the non-profit organization benefiting at-risk women, WOMANITY4WISE.
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Do you have a client success story that stands out above the rest? Have you and the products and services you provide made a dramatic difference in the life of a family or success of a business in a time of great financial need or uncertainty?