Jeanmarie Ann Deliso

Current Employers

Employment History

• 06/1995 → Present
  Ny Life Insurance Co
  Springfield, MA
• 06/1995 → Present
  Nylife Securities Inc.
  Windsor, CT
• 02/2009 → Present
  Deliso Financial Services
  Agawarm, MA
• 11/2012 → 06/2021
  Mahoney Financial Organization, Llc
  Agawam, MA

Other Businesses

[RENTAL PROPERTY; OWNER; RENTAL INCOME-Point Brittany Condominiums; ST. PETERSBURG, FL, 33701] [INSURANCE BROKERING; APPOINTED WITH OUTSIDE CARRIERS FOR THE PURPOSE OF BROKERING NON REGISTERED INSURANCE PRODUCTS; OPERATING UNDER THE DBA NAME OF DELISO FINANCIAL AND INSURANCE SERVICES FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICE ; 540 MEADOW STREET EXT SUITE 108 AGAWAM MA 01001; START DATE 03/2015; ROLE/TITLE: OWNER; INVESTMENT RELATED; 4 HRS PER MONTH; 4 HRS PER MONTH DURING SECURITIES TRADING HOURS] [Rental Property; Condo in Florida for personal use and also to rent out seasonally. Seamark Condominium; 5396 Gulf Blvd. Apt 1003 St Pete Beach, Florida 33611; Start Date 01/2016; Role/Title: Owner; Investment Related; 1 hours per month; 1 hours per month during securities trading hours] [Baystate Health Foundation; Baystate Health Foundation supports all philanthropic efforts at each of Baystate Health's hospitals and ancillary services. They work with advisors in the community to help them raise money.; 280 Chestnut Street 6th Floor Springfield, MA 01109; Start Date 01/2019; Role/Title: Board Member; Not Investment Related; 3 hours per month; 3 hours per month during securities trading hours] [Pioneer Valley Refrigerated Warehouse, Inc. DBA Pioneer Cold; Provides refrigeration and storage to businesses.; 149 Plainfield Street, Chicopee, MA 01013; Start Date 03/1996; Role/Title: Owner; Not Investment Related; 1 hours per month; 1 hours per month during securities trading hours] [Community Music School of Springfield; board member; non investment related; start date 12/2013; 10 hrs per month][NYLARC Holding Company, Inc.; Reinsuring the life insurance that I write with New York Life.; 51 Madison Avenue New York NY 10010; Start Date 07/2018; Role/Title: Shareholder; Investment Related; 1 hours per month; 1 hours per month during securities trading hours] [Launch413;9 1/2 Market Street Northampton MA 01060; Start Date 05/2019; Role/Title: Investor; Not Investment Related; 1 hr per month; 0 hrs per month during securities trading hours][New Valley Bank & Trust; Suite 910 Springfield MA 01144; 05/2019;1 hr per month 0 hrs during trading hrs] [Baystate Health Foundation; Baystate Health Foundation supports all philanthropic efforts at each of Baystate Health's hospitals and ancillary services. They work with advisors in the community to help them raise money.; 280 Chestnut Street 6th Floor Springfield, MA 01109; Start Date 01/2019; Role/Title: Committee Member Fund Development ; Not Investment Related; 3 hours per month; 3 hours per month during securities trading hours]

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-08-15
• S63 Uniform Securities Agent State Law Examination
  1995-10-30

Designations