First Citizens Bank

7 Wealth Associates in New York

Alex Ingargiola Locations

  • Alex Ingargiola
    Private Banker
    11 W. 42nd Street
    New York, NY 10036
    US
    Areas Served
    New York
    NY
    Focus Areas
    Cash Flow Planning
    Customized Lending
    Debt Management
    Education & Certifications
    M.B.A in Finance from Robert B. Williumstad School of Business at Adelphi University, B.S. with Honors from St. John's University
    Licenses & Registrations
    FINRA Series 7 - General Securities Representative Exam, FINRA Series 63 - Uniform Securities Agent State Law Exam
  • Mark Childs
    Wealth Consultant
    Mobile Phone
    phone
    (617) 510-8200
    (617) 510-8200
    11 W. 42nd Street
    14th Floor
    New York, NY 10036
    US
    Areas Served
    Mid-Atlantic
    New York
    Focus Areas
    Business Succession and Exit Planning
    Philanthropic Advisory
    Wealth and Investment Planning
    Education
    University of Massachusetts Amherst, Bachelor of Arts
    Licenses & Registrations
    FINRA Series 7 - General Securities Representative Exam,FINRA Series 63 - Uniform Securities Agent State Law Exam,FINRA Series 66 - Uniform Combined State Law Exam
  • Andres Coles
    Wealth Consultant
    Mobile Phone
    phone
    (646) 244-8310
    (646) 244-8310
    11 W. 42nd Street
    14th Floor
    New York, NY 10036
    US
    Areas Served
    Mid-Atlantic
    New York
    Focus Areas
    Business Succession and Exit Planning
    Philanthropic Advisory
    Wealth and Investment Planning
    Education
    Babson College - (BS) Finance and International Economics International Management Development Institute (IMD) - MBA
    Licenses & Registrations
    FINRA Series 65 - Uniform Investment Advisor Law Firm ,FINRA Series 7 - General Securities Representative Exam,FINRA Series 63 - Uniform Securities Agent State Law Exam
  • Sunny B Patel
    Private Banker
    11 W. 42nd Street
    New York, NY 10036
    US
    Areas Served
    New York
    Focus Areas
    Cash Flow Planning
    Customized Lending
    Debt Management
    Education & Certifications
    CUNY Baruch - Bachelors Degree in Business Administration Finance and Investments
    Licenses & Registrations
    FINRA Series 63 - Uniform Securities Agent State Law Exam FINRA Series 65 - Uniform Investment Adviser Law Exam FINRA Series 7 - General Securities Representative Exam
  • Sapna Chudgar
    Wealth Consultant
    11 West 42nd Street
    New York, NY 10036
    US
    Areas Served
    Mid-Atlantic
    New York
    Focus Areas
    Business Succession Planning
    Charitable Giving
    Estate Planning
    Education & Other Certificates
    University of Connecticut - Bachelor of Science
    FIRNA Registrations & Insurance Licenses
    FINRA Series 7 - General Securities Representative Exam
  • Timothy Barker
    Senior Portfolio Strategist
    11 West 42nd Street
    New York, NY 10036
    US
    Education & Certifications
    B.A. Siena College J.D. Albany Law School
  • Alex Waxenberg
    SVP, Fiduciary Officer
    11 West 42nd Street
    New York, NY 10036
    US
    Focus Areas
    Estate Planning
    Financial Education for Heirs
    Tax Planning
    Certifications & Designations
    Juris Doctor (JD), Non Practicing
    Education
    American University, BA in Law and Society Benjamin N. Cardozo School of Law, Juris Doctor Georgetown University Law Center, LLM Certificate in Estate Planning
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