|
|
|
Colette is a CERTIFIED FINANCIAL PLANNER™ professional. She has earned a MBA degree in International Finance and Business from Hofstra University in 1991 and received her Bachelor of Science degree in Finance and Economics from St. John’s University in 1983. Colette is an approved NYS Insurance Department instructor and currently teaches insurance to her colleagues for pre-licensing and continuing education requirements.
As a CERTIFIED FINANCIAL PLANNER™ professional she has developed and implemented investment and tax strategies for corporate and individual clients including but not limited to estate strategies, establishing pension funds, portfolio management, employee benefits, college and retirement planning. With an extensive background in the Banking industry she has worked and contributed to the various areas of banking including; the Trust and Estate department of Chemical Bank. She dealt with their domestic and international clients, to their Consumer Lending Department. At each stage she has created new products, helped increase profitability and has interacted with consumers, businesses and international clients. Colette began her career in a Financial Training Program within the retail industry.
Colette is an Investment Advisor with the Registered Investment Advisor firm Conrad Capital Management located in Melville , N.Y. She has also worked as a consultant with this Registered Investment Advisor and their Hedge Fund since 2004. She has brought her experience and expertise to assist their clients in achieving financial success.
Colette enjoys helping people and speaks to a variety of groups and organizations about Financial Planning. Her passion and specialty is in Financial Planning for Women. She is a member of the Three Village Chamber of Commerce, the Suffolk County Women’s Business Enterprise Coalition, The Women’s Financial Group and the Minnesauke Elementary School and Ward Melville High School PTA Associations. She enjoys outdoor activities including cycling and sailing, as well as delving into home improvement projects. She is an active member in her Gym. Colette lives with her three children on Long Island. |
|
|
|
|
|
|
©2007 Colette Frey-Bitzas, CFP®, MBA - CERTIFIED FINANCIAL PLANNERTM professional MBA - Melville, New York 11747
Certified Financial Planner Board of Standards Inc., owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and the CFP (with flame logo) in the U.S.A.
|
|
