Our Team. President, Source Companies, LLC Peter L. Mooney is the President of Source Companies, LLC. He has more than fourteen years of experience specializing in representing high net worth business owners, individuals and professionals on matters related to business succession and transfer planning, estate planning, asset management, executive incentive compensation programs, and employee benefits. Prior to forming Source, Peter was a financial advisor with Equitable/AXA from 1. Prior to 1. 99. 3, he was an accountant with Grant Thornton in Cleveland and a small business owner. Peter is a member of International Advisors Network, a global association of advisors to high net- worth clients, the Society of Financial Service Professionals, the Financial Planning Association, the National Association of Securities Dealers, the National Association of Life Underwriters, and the Estate Planning Council. He has been a qualifier and member of the Million Dollar Round Table (MDRT) since 1. MDRT members are comprised of the top sales professionals in the life insurance- based financial services business. In addition, Peter serves on the board of Onward Coatings Company LLC, a Source Capital portfolio company. Peter received his Bachelor of Business Administration degree in Accounting from Cleveland State University. He holds his FINRA Series 7, 6, 6. Life and Health. Peter is a registered representative of Safeguard Securities, Inc., a FINRA Registered Broker Dealer and SEC Registered Investment Advisor. Source Companies, LLC is a subsidiary of Ancora Advisors, LLC. E- mail: peter@sourcecos.
The Yeshivah of Flatbush was founded in 1927 by Dr. Joel Braverman, among others. At first, the school consisted of an elementary school, middle school and an atedenu. Welcome to the Leonard Gelfand Center for Service Learning and Outreach! We work with faculty, students and staff through on-campus and community-based. A graduate of Manchester Metropolitan University, Robert joined the Temple Israel of the City of New York staff in August 2007. He spent 19 years working at Stephen S.
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