Peter L. Dinardi, CPA, MBA

Peter L. Dinardi, CPA, MBA

Founder and Principal

Phone: (914)741-1271
Fax: (307)532-4523
Mobile Phone: (914)772-5751
E-mail:
 

 

Principal, Founder, BOLI Strategic Partners

Prior to Peter’s founding of BOLI Strategic Partners, he was the Executive Vice President and Chief Financial Officer of New York Life Executive Benefits LLC (NYLEX Benefits), a company specializing in the design, implementation, financing and providing of ongoing administrative support of supplemental executive benefits programs.

In early 2013, BOLI Strategic Partners assumed the Bank Owned Life Insurance operations of NYLEX Benefits  which was a subsidiary and the executive benefits consulting arm of New York Life Insurance Company, a Fortune 100 company, the largest mutual life insurance company in the United States1.

BOLI Strategic Partners is dedicated to working with community banks to provide efficient strategies to offset employee benefit expenses.  BOLI Strategic Partners is a nationally recognized vendor of Bank Owned Life Insurance providing services to banks throughout the United States.

Prior to Mr. Dinardi’s founding of BOLI Strategic Partners and his position with NYLEX Benefits, Peter was a Managing Director at New York Life Investment Management, LLC (NYLIM). As Managing Director, Peter managed the operations and financial reporting of Retirement Services, a division of NYLIM responsible for the sale and servicing of qualified retirement plans including 401(k) plans and defined benefit pension plans. Peter was also a senior officer of several financial services companies including: Goldman, Sachs & Co., where he served as a Vice President of the Financial Division; UAM Retirement Plan Services Inc., a subsidiary of the former United Asset Management, where he served as Senior Vice President and Chief Financial Officer; and River Bank America, formerly a New York State savings bank, where he served as Executive Vice President and Chief Financial Officer. Peter started his career as a senior auditor with Arthur Andersen &Company.

Peter is a graduate of the State University of New York at Albany and has graduate degrees from Pace University (MBA) and IONA College (Advanced Professional Certificate). Peter is also a Certified Public Accountant (CPA) and a member of the American Institute of Certified Public Accountants (AICPA) and the New York State Society of CPAs. In addition, Peter has served in numerous other leadership roles, including:

¦ Treasurer of the Iona Preparatory School Fathers Council

¦ Coach of the Westchester Hawks, an AAU boys basketball team

¦ Former member of the School Board of the Holy Rosary Elementary School

¦ Former Chairman of the Computer Technology Committee of Holy Rosary Elementary School

¦ Co-founder and Director of the Volleyball Program at the Holy Rosary Elementary School

¦ Former member of the Board of Directors of the American Youth Soccer Organization (AYSO) for the Town of Mount Pleasant (Westchester, New York)

        ¦ Former member of the Board of Advisors of Keating Electric and Technologies