As committed as we are to changing our clients’ lives, we are equally passionate about fostering a work environment where everyone succeeds. A career with us means working alongside exceptional people who will motivate and inspire you to reach your professional and personal goals.

 
 
 

Frank Scalese
Blue Ocean
CEO


LONG ISLAND BUSINESS LEADERS

Home to a top-notch team of diverse, financial professionals, Blue Ocean Wealth Solutions, a MassMutual Firm, is motivated by a mission to change people’s lives. CEO Frank Scalese talks about the family-oriented environment he has cultivated and how it enables team members and clients alike to thrive.

 

college graduates & internships

The Blue Ocean College Internship program is designed to assist students in their Junior and Senior years of college to have a better understanding of Sales and how it correlates to everyday life including the skills needed to build an entrepreneurial career. Training includes the 40 hour pre-licensing Life & Health course, interpersonal relationship building skills, handling objections via phone and product knowledge. The culture of teamwork, collaboration, and mentorship is what makes this program valuable.

Meet Our Leadership Team

 

Frank Scalese
CEO

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Three simple words summarize Frank Scalese’ s motivation for going to work every day: Change people’s lives. With his steadfast commitment to helping others alter the course of their lives, Frank has built one the nation’s leading financial service firms.

Frank’s commitment to helping others alter the course of their lives forms the founding principle upon which he has built one of the nation’s leading financial service firms.

Frank’s career as a Financial Services Representative began in in 1990 when he first graduated from college. He quickly realized that he was leading a life of significance by positively impacting the lives of his clients. Once promoted into management, Frank was eager to recruit people into the business and has earned many awards for his success.

Fast-forward to today and Frank is leading a team of over 200 professionals serving individuals, families. Frank’s charge to his team is simple, yet profound – help change people’s lives. Motivated by the ideas in the best-selling book, Blue Ocean Strategies, Frank encourages advisors to create a unique value proposition for clients. The book’s lessons are so ingrained in the firm’s culture that in 2015, North Coast Financial Group changed its name to Blue Ocean Wealth Solutions.

Throughout his career, Frank has earned the respect and admiration from his clients, team, and industry insiders. In February 2016, he was inducted into MetLife’s Management Hall of Fame. Later that year, MassMutual acquired the MetLife Premier Client Group, which included Blue Ocean Wealth Solutions. The firm has since earned the prestigious Silver Chairman’s Trophy from MassMutual for 2 years in a row. The family-oriented culture he cultivates has also earned his firm a spot on the Top Long Island Workplaces list since the award’s inception in 2018. More importantly than external recognition, however, Frank takes pride in knowing that the team has fun together, has forged strong bonds, and made lasting memories.

Frank has taken his message and passion for helping others to an industry-wide level by sharing his time and talents with GAMA International, a not-for-profit organization promoting professional development and leadership in the insurance, investment, and financial services industries now known as FINSECA. Frank has served as FINSECA President, and he oversaw the coordination of its successful 2018 and 2019 LAMP conferences.

In his free time, Frank enjoys reading self-improvement books, golf, and supporting charitable efforts. The cause nearest and dearest to Frank’s heart is the Leukemia & Lymphoma Society, an organization he has supported since his son John survived childhood Leukemia. To help other families, Frank has spearheaded corporate fundraising for the Leukemia & Lymphoma Society's Light the Night Walk, recently recognized as one of the Top 3 Corporate Fundraising Teams on Long Island.

CHECK THE BACKGROUND OF THIS FINANCIAL PROFESSIONAL ON FINRA'S BROKERCHECK(http://brokercheck.finra.org)

Shari Amitrano
Vice-President
Director of Worksite Solutions

Tracey Bianco
Marketing Director


Thomas Bishop
Firm Director of Compliance

Nick Candito
Registered Principle

Jorge Carias
Firm Accountant


Bing Cheng
Vice President

Michael Christy
Technology Specialist

Tom D'Elia
Managing Sales Director


Lori Epstein, JD*
Agency Director of Advanced Planning

*Not practicing on behalf of MassMutual or its affiliates
George Fayezishk
Vice President

Suzanne Napolitano-Goodman, JD*
Advanced Markets Director

*Not practicing on behalf of MassMutual or its affiliates.

Genesun Han
Assistant Operations Manager

Brent Henig
Firm Manager of Compliance

Leilani LeTang, MS
Director of Strategic Initiatives


Jacqueline McDermott
Talent Acquisition Director

Rick G. Meier II
Senior Executive
Vice President

Paula Seybold
Firm Director of Operations


Stephen Smolizza
Senior Executive Vice President