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Raymond Aloia

Raymond Aloia
Financial Planning

Contact Information:
Neshanic Station, NJ 08853
United States

About My Business:


Financial leader with broad experience in the Retirement and Insurance industries. Extensive experience in the Life Insurance, 401(k), 403(b) and 457 markets. Achievements: turnaround strategy execution, product development & distribution channel integration. Background includes financial statement preparation as prescribed by Statutory, GAAP and IFRS accounting principles. Implemented Sarbanes-Oxley, unit costing and Lean Six Sigma waste reduction programs. Developed financial systems and call center workflow solutions using SAS70 audit standards. Successes include merger & acquisition initiatives, post-merger implementation synergies, mutual fund vendor and third party service provider relationship management.

Years in business:
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