CALIFORNIA CONSUMER - Key Persons
Karen assists with marketing, organizing client events and managing all aspects of our office, but her strength is the superior service she provides to our clients. Her friendly smile and warm laughter greets clients and prospects as they enter our office. She joined Randy Neumann Wealth Management in 2006 as an administrative assistant and has more than 30 years of industry experience, having worked for the Bergen Record and CJM Financial Services, among others. She currently resides in Waldwick with her husband, Tony, and has two daughters, Jennifer and Angela, and two grandchildren, Marley and Jack, with on more on the way. Karen enjoys reading, watching a good movie and spending time with her family.
Kathleen has been in the retirement and finance fields for more than 35 years. As Branch Operations Manager, she oversees all operations of Randy Neumann Wealth Management, including accounting, insurance, financial plans, and client servicing. She is Series 7 registered, held with LPL Financial. Along with her husband Randy, she helped design and implement the International Boxing Federation pension plan, the only one of its kind. Kathleen grew up in Irvington, NJ, and attended Seton Hall University. She and Randy live in Oakland and have four children and four grandchildren. Her hobbies include going to Broadway plays and the ballet, going to the beach, watching the New York Yankees, traveling and, most of all, spending time with her family.
Job Titles:
- Branch Marketing Associate
Linda has more than 20 years of experience in the financial planning field. As Branch Marketing Director, she is in charge of advertising, organizing seminars and client events, client relations and managing the firm's website. She previously, she taught at Lodi Middle School for eight years, after graduating from William Paterson College with a B.A. in elementary education. Linda and her husband, David, live in Myrtle Beach, SC. She has two sons, Ryan and Sean, and four grandchildren, Aidan, Michael, Addison and Anastasia. Linda enjoys being with family and friends, cooking and baking, entertaining, attending live theater, traveling and going to the beach.
Stephen Park has nearly 20 years of experience on Wall Street, mainly serving his duties on the institutional side of the finance industry. Most of his time was spent at a Hedge Fund where he held the position of Head Trader. He was a highly valued member of the investment team that managed a $1.2 billion portfolio. Stephen worked directly with the Chief Investment Officer to provide timely updates regarding macro research, portfolio stock research, and hedging ideas. His expertise was trading securities and derivatives across global markets, which included North America, Latin America, Asia, and EMEA.
In addition to his trading responsibilities, Stephen was the face of the firm focusing on building and maintaining strong and lasting relationships with his business counterparts. He truly enjoyed this part of his position as head trader and in 2021 decided to pursue a career transition that would allow him to work closer with individuals as opposed to institutions. Given his professional background and desire to help others he thought financial planning would be the perfect fit and ultimately joined Randy Neumann Wealth Management.
Steve earned a Bachelor of Science in Finance from Rutgers University Business School where he graduated Magna Cum Laude. Outside of the office, Steve enjoys spending time with his wife and 3 boys. He is actively involved in the community and volunteers as a coach for his kids' sports. He also enjoys the humbling game of golf as well as being a foodie.