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Allan Panoff is a seasoned financial professional with 20+ years of experience in financial analysis, planning, and management. He has taught courses in economics, finance, and investments at various institutions. Panoff holds a Certified Financial Planner (CFP) designation and has managed over $50 million in investments. He is a licensed stock broker and has worked in the financial industry for over 18 years. Panoff has also taught at several colleges and universities, including Adelphi University, Baruch College, and Union College. He has a Master of Business Administration (MBA) from Baruch College and a Bachelor of Arts (BA) from Union College.

Experience

  • Panoff Group Ltd.
    • Hartsdale, NY
    • Owner
      • 2004 - Present
      • Hartsdale, NY

      President, InvestmentsCertified Financial PlannerLicensed Stock Broker(Volume - $50 million under management)

    • Instructor, Economics/Finance Department
      • 2007 - Present

      Courses taught: Macroeconomics, Microeconomics, Series 7 Fast-Track, Principles of Finance

    • Instructor, Economics/Finance Department, Adult Division
      • 2005 - 2010

      Courses: Principles of Finance

    • Instructor, Finance Department
      • 2003 - 2010

      Courses taught: Macroeconomics, Economics of Investments, Corporate Finance, Marketing, Advances Financial Analysis, Money and Banking, Managerial Economics, Industrial Organization & Public Policy

    • Instructor, Finance Department
      • 2005 - 2006

      Courses taught:Advertising, Multinational Management

    • Instructor, Finance Department
      • 2001 - 2006

      Courses taught:Macroeconomics, Investments

    • Instructor, Finance/Economics/Marketing Department
      • 2002 - 2005

      Courses taught:Retirement & Estate Planning, Securities Markets, Money & Banking

    • Instructor, Finance/Economics Department
      • 2004 - 2004

      Course: Investment Management

    • Instructor, Finance/Economics Department
      • 2004 - 2004

      Courses taught:Corporate Finance, Money & Banking

    • Instructor
      • 2003 - 2004
  • Raymond James
    • Greater New York City Area
    • Certified Financial Planner
      • 1986 - 2004
      • Greater New York City Area

      Licensed Stock Broker(Volume - $50 million under management including Life & Health Insurance)

    • Instructor, Finance Department
      • 2003 - 2003

      Course: CFP course in Estate Planning

    • Instructor, Finance Department
      • 2003 - 2003

      Course: Investment Analysis Portfolio Management

    • Instructor, Finance Department
      • 2001 - 2001

      Course: Insurance

  • Central Federal Savings
    • Greater New York City Area
    • Director of Financial Planning
      • 1996 - 1997
      • Greater New York City Area
  • Phillips Appel & Walden
    • Greater New York City Area
    • Licensed Stock and Securities Broker
      • 1973 - 1986
      • Greater New York City Area

      Series 7, Series 63

    • Director Of Manufacturing
      • 1966 - 1973

Education

  • Adelphi University
  • Baruch College
  • Union College

Suggested Services

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Industry Focus. “Investment Banking”

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