Thomas Dinapoli Email & Phone Number | I began my career in financial services with 1994 with Mutual of New York focusing on individual’s life insurance needs. In 1995, I joined Aetna Life Insurance and Annuity Company, (Now Voya Financial Advisors). I joined Financial Partners of Upstate NY in March of 2019, focusing on Life Insurance, Long Term Care, Retirement Planning and Asset Management strategies for the education market and private sector individuals. In October of 2021, I joined Equitable as a Client Conservation Specialist, responsible for Conserving EQUI-VEST annuity contract holders through educating customers on the value and benefits of the EQUI-VEST contract along with the downside of surrenders. In January of 2023, I joined Linx Legal, Inc., as a Case Builder Specialist, responsible for evaluating and counseling perspective clients on the pitfalls and drawbacks to obtaining and owning timeshare contracts. In February of 2024. I joined Westwood Funding Solutions as a Funding Associate, responsible for serving small and mid-sized business owners with funding solutions. I graduated from St. Lawrence University in 1993 with a Bachelor of Arts degree in Economics.

Thomas Dinapoli

I began my career in financial services with 1994 with Mutual of New York focusing on individual’s...
Fort Lauderdale, Florida, United States

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Thomas Dinapoli’s Location Fort Lauderdale, Florida, United States

Thomas Dinapoli’s Current Industry Westwood Funding Specialist

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Funding Specialist

2024-02-01 00:00:00 - Present

Case Builder Specialist

2023-01-01 00:00:00 - 2024-02-01 00:00:00

Client Retention Specialist

2021-10-01 00:00:00 - 2023-01-01 00:00:00

Inside Sales Representative

2020-04-01 00:00:00 - 2021-10-01 00:00:00

Financial Advisor

2019-03-01 00:00:00 - 2020-04-01 00:00:00

Financial Adviser, CRPC

1995-04-01 00:00:00 - 2018-09-01 00:00:00

Registered Representative

1994-04-01 00:00:00 - 1994-12-01 00:00:00

Operations Supervisor

1993-07-01 00:00:00 - 1994-03-01 00:00:00

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Thomas Dinapoli is a I began my career in financial services with 1994 with Mutual of New York focusing on individual’s life insurance needs. In 1995, I joined Aetna Life Insurance and Annuity Company, (Now Voya Financial Advisors). I joined Financial Partners of Upstate NY in March of 2019, focusing on Life Insurance, Long Term Care, Retirement Planning and Asset Management strategies for the education market and private sector individuals. In October of 2021, I joined Equitable as a Client Conservation Specialist, responsible for Conserving EQUI-VEST annuity contract holders through educating customers on the value and benefits of the EQUI-VEST contract along with the downside of surrenders. In January of 2023, I joined Linx Legal, Inc., as a Case Builder Specialist, responsible for evaluating and counseling perspective clients on the pitfalls and drawbacks to obtaining and owning timeshare contracts. In February of 2024. I joined Westwood Funding Solutions as a Funding Associate, responsible for serving small and mid-sized business owners with funding solutions. I graduated from St. Lawrence University in 1993 with a Bachelor of Arts degree in Economics.

Thomas Dinapoli has prior
experience in the following industries:
Linx Legal | Equitable | Spectrum | Financial Partners Of Upstate New York A Massmutual Firm | Voya Financial Advisors | Mony Mutual Of New York | Chubb

Thomas Dinapoli has the following professional experience:
Westwood Funding Specialist | Linx Legal | Equitable | Spectrum | Financial Partners Of Upstate New York A Massmutual Firm | Voya Financial Advisors | Mony Mutual Of New York | Chubb