Blue Ocean Wealth Solutions
Blue Ocean Wealth Solutions

Blue Ocean Wealth Solutions Information

Contact top employees from Blue Ocean Wealth Solutions

Summary

As a MassMutual Firm, Blue Ocean Wealth Solutions has a foundation of financial strength and stability as well as local resources to provide clients with customized financial solutions. Our Financial ...Show more

Industries

Financial Services

Headquarters Location

Employees Size

100-200 employees

Specialties

Insurance, Retirement, Financial Services, Investments, Financial Planning, Workplace Benefits, Small Business Planning & Protection

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Organization Website

Social Links

linkedIn

Phone Number

516-686-7000

Employees Turnover 3 quarter 2025

Number of employees switched from or switched to
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Total number all of employee turnover
Number of employees by department
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Total number all of employee turnover
Length of Employment
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Employee tenure at Blue Ocean Wealth Solutions shows a diverse range of experience levels:
11% have been with the company for less than 1 year21% for 1–2 years4% for 3–4 years17% for 5–7 years38% for 8–10 years9% have over 11 years of service at Blue Ocean Wealth Solutions
Ex-employees positions
In Company
In New Company
Contact top employees from Blue Ocean Wealth Solutions
Erika Arguello
Financial Advisor
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James Alex
Financial Planner
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Mireille Bassil
Registered representative
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Nicholas Greene
Financial Planner
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Abhinav Nav Sharma
Managing Director of Sales
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Lisa Pagano
Financial Services Representative
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Leilani LeTang
Vice President, Director of Strategic Initiatives and Financial Services Professional
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Connor Chao
Financial Services Representative
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Ryan Clarke
Financial Services Representative
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Saleh Yadgar
Patient Service Representative
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Rinku Gyani
Financial Services Executive, Investment Advisor Representative
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Bing Cheng
Managing Sales Director
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Tricia Beck Piazza
Administrative Assistant
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Christian De Jesus
Financial Services Representative
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Nando Jimenez
Financial Services Representative
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Jacqueline McDermott
Vice President - Firm Talent Acquisition Director
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Shah Irfan Gorgani
Financial Advisor
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Andrew Ashkenazy
Financial Professional
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Richard Meier II
Managing Sales Director
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Linda Sarfati
Financial Services Professional
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Robert Berkowitz
Financial Services Representative
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Soofia Naqvi
Investment Advisor Representative, Financial Service Representative
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Brent Henig
Managing Sales Director
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Charles Sams
Financial Advisor
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Frank Scalese
Chief Executive Officer
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Brian
Financial Advisor Recruiter
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Diana Perez
Financial Services Representative
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Yael Schnapp
Financial Services Executive
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Jennifer Bird
Director of Finance
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Kevin Palmer
Financial Services Professional
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FAQ

Blue Ocean Wealth Solutions operates in the Financial Services industries. More details can be found on the official website: blueocean.us.com.
The headquarters of Blue Ocean Wealth Solutions are located in East Hills, United States.
You can contact Blue Ocean Wealth Solutions by phone at 516-686-7000.
Blue Ocean Wealth Solutions currently employs 100-200 people.
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