Clarfeld Financial Advisors
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Clarfeld Financial Advisors Employees
4Thought Financial Group Inc., Long Island, New York April 2012 - Present
Guardian/Park Ave Securities, Long Island, New York March 2007 - March 2012
Clarfeld Financial Advisors March 2000 - March 2007
Skills
Author "Widow's..., Certified Public...
Education
The American College 2009 — 2011
Chartered Advisor in Philanthrophy, Planned giving
The American College 1991 — 1993
Chartered Financial Consultant (ChFC), Estate, retirement, fringe benefits & investment planning
St. John's University 1973 — 1976
Master of Business Administration (MBA), Accounting
University of Miami - School of Business 1973 — 1976
Bachelor of Business Administration (BBA), Finance
Herricks
Frozen Treats, Inc April 2012 - Present
Pakcalendars Inc September 2012 - January 2013
Pace University May 2010 - May 2011
Clarfeld Financial Advisors February 2008 - April 2010
Skills
Student Affairs, Student Development, Higher Education, Academic Advising, Higher Education..., Admissions, Student Activities, SPSS, Student Engagement, Student Leadership, Teaching, Strong Interest..., Service Learning, Research, University Teaching, Cover Letters, Advisement, Alumni Relations, College Teaching, Student Financial Aid, Career Development, Bloomberg Terminal, Public Speaking
Education
Pace University Grad School 2010 — 2013
Master's Degree, Not for Profit Management
Pace University - Lubin School of Business 2006 — 2010
Bachelor of Business Administration (BBA), Finance/ Economics
Clarfeld Financial Advisors July 2014 - Present
Executive Monetary Management December 2011 - February 2014
Allstate Insurance June 2007 - June 2011
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Photoshop, Customer Service, Java, HTML, Research
Education
Iona College 2008 — 2012
BBA, Accounting
Clarfeld Financial Advisors June 2012 - Present
Omnicom Group May 2009 - June 2012
CVS Caremark Corporation November 2006 - September 2010
Education
Pace University - Lubin School of Business 2008 — 2012
BBA, Finance and Economics
Driven Local January 2015 - Present
Driven Local November 2014 - January 2015
Clarfeld Financial Advisors August 2013 - August 2014
Aflac September 2012 - December 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Photoshop, Social Media, Teamwork, Outlook, Time Management, Budgets, Higher Education, Sports, QuickBooks, Fundraising, Account Reconciliation, Advertising, Email Marketing
Education
Saint Thomas Aquinas College 2010 — 2013
Bachelor of Science (B.S.), Mathematics with a specialization in Actuarial Sciences
Clarfeld Financial Advisors July 2015 - Present
American Cancer Society June 2014 - August 2014
Gipsy Trail Club May 2011 - August 2014
I Am Accessories November 2010 - March 2011
Town of Southeast June 2007 - August 2008
Skills
Marketing Communications, Communication Skills, Marketing, Business, Economics, Technology, Team-oriented, iMovie, Microsoft Office, Teamwork, Flexibility, Determination to Succeed, Social Networking, Event Management, Digital Media, Time Management, Video, Sales, Interpersonal..., Microsoft Excel, Communication, Microsoft Word, PowerPoint, Social Media, Customer Service, Public Speaking
Education
SUNY Oneonta 2011 — 2015
Bachelor of Science (B.S.), Business/ Economics
Bond University 2013 — 2013
Bachelor of Science (BS), Business/Managerial Economics
Brewster High School 2007 — 2011
High School Diploma
Clarfeld Financial Advisors December 2012 - Present
Financial Network Investment Corporation, Member SIPC November 2007 - December 2012
Skills
Investments, Wealth Management, Asset Allocation, Mutual Funds, Investment Strategies, Retirement Planning, Investment Advisory, Portfolio Management, Alternative Investments, Strategic Financial..., Equities, Retirement, Securities, Investment Management, Fixed Income
Education
Queens College 2005 — 2008
Bachelor of Arts (B.A.), Psychology
CW Financial Services LLC February 2013 - Present
Equity Staffing Group July 2012 - January 2013
Lehigh Technical Service August 2011 - July 2012
BDO October 2010 - June 2011
BDO USA, LLP August 2007 - September 2010
Todres & Company, LLP January 2006 - August 2007
Smart & Associates, LLP October 2004 - December 2005
Random House, Inc April 2001 - February 2004
Random House August 1999 - April 2001
Clarfeld Financial Advisors May 1999 - August 1999
Skills
Financial Reporting, Auditing, Internal Controls, GAAP, Reconciliation
Education
Pace University - Lubin School of Business 2003 — 2005
MS, Accounting
Pace University - Lubin School of Business 1995 — 1999
MBA, Financial Management
Brown University 1991 — 1995
BA, Environmental Studies
Morgan Stanley August 2006 - Present
Morgan Stanley November 2005 - August 2006
Tremont Capital Management March 2004 - November 2005
Clarfeld Financial Advisors December 2002 - March 2004
Clarfeld Financial Advisors June 2001 - November 2002
Skills
Analysis, Finance, Strategy, Management, Leadership, Fixed Income, Due Diligence, Project Management, Strategic Financial..., Portfolio Management, Team Management, Mutual Funds, Hedge Funds, Auditing, Google Analytics, MS Excel Pivot Tables, HTML, CSS
Education
Iona College 1997 — 2001
Bachelor of Business Administration (BBA), Finance and Economics
WealthEdge Advisors September 2012 - Present
Lenox Advisors June 2007 - September 2012
Clarfeld Financial Advisors 2005 - May 2007
Deutsche Bank March 2000 - March 2005
Skills
Series 7, Asset Managment, Wealth Management, Retirement Planning, Securities, Alternative Investments, Strategic Financial..., Asset Allocation, Investments, Investment Advisory, Certified Financial..., Certified in Long Term..., Chartered Financial..., Financial Advisory, Long-term Care, Asset Management, Estate Planning, Wealth Management..., High Net Worth..., Investment Management
Education
Baruch College
NYU
prep
Ernst & Young January 2013 - Present
Clarfeld Financial Advisors October 2006 - October 2012
KPMG US February 2005 - October 2006
Education
Mercy College
Accounting
Clarfeld Financial Advisors September 2010 - Present
Great Atlantic & Pacific Tea Company December 1997 - September 2010
Skills
BlackDiamond, Accounting, Data Entry, Microsoft Office, PowerPoint, Microsoft Word, Financial Analysis, Budgets, Sales, Microsoft Excel, Payroll, Finance, Banking, Investments, Management, Account Reconciliation, Customer Service
Education
The College of Westchester 2013 — 2015
Bachelor of Business Administration (B.B.A.), Accounting, GPA 3.82
The College of Westchester 2008 — 2011
Associate Applied Science, Accounting, GPA 3.80
Northeast Financial 2015 - Present
Rhythm Report September 2012 - Present
Clarfeld Financial Advisors December 2014 - May 2015
Simone Development & Company May 2013 - November 2014
YWCA of White Plains January 2010 - May 2013
Skills
Accounting, Tax, Account Reconciliation, Tax Preparation, General Ledger, Business Strategy, Social Media, Management, Financial Statements
Education
Iona College 2014 — 2016
Master's degree, Finance and Financial Management Services
Iona College 2009 — 2013
Bachelor of Business Administration (B.B.A.), Accounting and Business Management Concentration
CMIPA (Central Massachusetts Independent Physician Association) November 2014 - Present
Clarfeld Financial Advisors September 2013 - March 2014
Skills
Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Management, Outlook, Project Management, Training, Process Improvement, Microsoft Office, SPSS, Athena, eClinical Works
Education
The College of Saint Rose 2009 — 2012
Master's degree, Counselor Education/School Counseling and Guidance Services, K-12
The College of Saint Rose 2005 — 2009
Bachelor's degree, Psychology
Baron Capital Group, Inc. August 2014 - Present
Clarfeld Financial Advisors June 2012 - August 2014
Cardinal McCloskey Services February 2012 - June 2012
Joseph Gunnar & Co, LLC August 2011 - February 2012
Education
Pace University - Lubin School of Business 2009 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General
O'Connor Davies, LLP January 2013 - Present
Fifth Street Finance Corp. 2009 - 2012
Garnet Group, Inc. June 2008 - December 2008
Clarfeld Financial Advisors July 2001 - June 2008
Ginsberg, Weiss & Co. 1997 - July 2001
Skills
Microsoft Excel, QuickBooks, ProSystem fx Tax, Budget, Consolidation, Tax, Account Reconciliation, Spanish, General Ledger, Payroll, Trusts, Estate Administration, Partnerships, Accounting, Financial Analysis, Tax Preparation, Financial Statements, Financial Reporting, Accounts Payable, Accounts Receivable, Fixed Assets, Auditing, Budgets
Education
Ramapo College of New Jersey 1995 — 1997
Bachelor of Arts (BA), Accounting and Finance
Clarfeld Financial Advisors July 2012 - Present
East Bay Chamber of Commerce January 2012 - July 2012
Roger Williams Graduate Admissions September 2010 - May 2012
BASF Global - The Chemical Company June 2009 - August 2009
Ciba Specialty Chemicals June 2008 - August 2008
Skills
Event Management, Event Planning, Microsoft Office, Social Media, Public Relations, Customer Service, Marketing Communications, Microsoft Excel, PowerPoint, Marketing Strategy, Microsoft Word, Budgets, Social Media Marketing, Project Management, Strategic Planning, Negotiation
Education
Roger Williams University 2008 — 2012
Bachelor of Arts (BA), Global Communications, Sociology
Reynolds & Rowella, LLP July 2015 - Present
Clarfeld Financial Advisors June 2012 - June 2015
Cirillo, Francis, & Cirillo, LLP June 2011 - May 2012
Northern Westchester Hospital May 2010 - August 2010
Northern Westchester Hospital December 2009 - January 2010
Skills
Quickbooks, Lacerte, Microsoft Office, ProSystem fx Tax, CCH ProSystem fx, Tax Preparation
Education
Sacred Heart University 2007 — 2011
BS, Accounting/Business Administration
Maria Regina High School 2002 — 2006
Electrolux North America 2014 - Present
Carolinas Healthcare System 2013 - 2014
Carolinas Healthcare System January 2012 - December 2013
Clarfeld Financial Advisors 2010 - 2012
Stop & Shop 2009 - 2010
Alka-East Electronics, Inc. 2004 - 2009
Skills
Microsoft Excel, SAP, Financial Analysis, Financial Reporting, Accounting, Excel Pivot, Variance Analysis, Account Reconciliation, JD Edwards, Oracle, Budgets, Lotus Notes, Excel Models, Outlook, PowerPoint, Kaufman Hall, Process Improvement, Training, Teaching, Business Objects, Information Systems, PeopleSoft, Journal Entries, General Ledger, PeopleSoft Financial, Presentations, Team Building, Enjoy New Challenges, Accounts Receivable, Accounts Payable, Microsoft Office, Payroll, ADP Payroll, QuickBooks, Microsoft Word, Non-profits
Education
University of North Carolina at Charlotte 2013 — 2015
Western Connecticut State University 2004 — 2009
Bachelor's Degree
Greenwich High School
Clarfeld Financial Advisors April 2014 - Present
Meebo February 2011 - Present
Mindset Media February 2008 - February 2011
Law & Order Criminal Intent October 2005 - February 2008
Education
Hofstra University 1997 — 2001
Clarfeld Financial Advisors August 2005 - Present
Education
Pace University - Lubin School of Business 1999 — 2003
Masters, Taxation
Syracuse University College of Law 1986 — 1989
Union College 1982 — 1986
BA, Political Science
SG Americas Securities, LLC April 2014 - Present
SG Americas Securities, LLC January 2010 - April 2014
Barclays Capital August 2008 - January 2010
Merrill Lynch September 2005 - August 2008
Deutsche Bank 2001 - 2005
Fidelity Investments 1996 - 2001
Gruntal & Co. 1993 - 1996
Clarfeld Financial Advisors 1989 - 1991
Skills
Regulatory Reporting
Education
Queens College 1984 — 1988
BA, Accounting
Bessemer Trust July 2000 - Present
Clarfeld Financial Advisors 1998 - 2000
Goldstein Golub Kessler 1989 - 1997
Skills
High Net Worth...
Education
Baruch College 1995 — 1999
Masters, Taxation
NYIT - Old Westbury 1985 — 1987
Bachelor of Science, Accounting
Northport
M.W. Rouzer LLC January 2012 - Present
Clarfeld Financial Advisors June 2005 - June 2011
Cedar Lodge Farm 2000 - 2004
Skills
Business Networking, Investments, Leadership, Management, Accounting, Retirement, Recruiting, Marketing, Time Management, Payroll, Portfolio Management, Budgets, Customer Service, Negotiation, Invoicing, Accounts Payable, Outlook, QuickBooks, Finance, Account Reconciliation, Business, Forecasting, Microsoft Excel
Education
Iona College
BBA, Management
Revera Inc. May 2013 - Present
Paradigm Healthcare Development LLC October 2009 - May 2013
Ortronics 2008 - 2009
Haven Healthcare Management 2004 - 2008
Cyclone Home Systems, Inc 2003 - 2004
Clarfeld Financial Advisors 2002 - 2003
Louisiana Machinery: Caterpillar 2000 - 2002
Pequot Pharmaceutical Network: Mashantucket Pequot Tribe 1994 - 2000
Foxwoods Resort Casino 1992 - 1994
US Navy Resale and Services Support Office, FSO Oakland 1989 - 1991
Skills
Account Reconciliation, Financial Analysis, Auditing, Financial Statements, Tax, Managerial Finance, General Ledger, PeopleSoft, Accounts Receivable, Accounting, Payroll, Cash Management, Budgets, Internal Controls, Internal Audit, Analysis, Bank Reconciliation, Cash Flow, Cost Accounting, Finance, GAAP, Great Plains Software, Journal Entries, Microsoft Excel, Peachtree, Sarbanes-Oxley Act, Variance Analysis, Financial Reporting, Microsoft Dynamics GP
Education
Eastern Connecticut State University 1994 — 1997
BS, Accounting
Ladder Capital Finance LLC October 2012 - Present
Goldman Sachs October 2010 - October 2012
Deloitte September 2007 - October 2010
Clarfeld Financial Advisors February 2005 - July 2007
Skills
SEC filings, Financial Reporting, Auditing, Accounting, Internal Controls, GAAP, Financial Statements, Strategic Financial..., Valuation, Investments
Education
Pace University - Lubin School of Business 2003 — 2007
BA, Accounting
Houlihan Lokey June 2008 - Present
Bear Stearns February 2005 - June 2008
Clarfeld Financial Advisors June 2003 - July 2004
Credit Suisse July 2000 - July 2002
Donaldson, Lufkin & Jenrette September 1998 - July 2000
MediaAmerica 1996 - 1998
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Photoshop, English, Outlook, Windows, Budgets, Event Management, Office Management, Editing, Administrative..., Administrative..., Time Management
Education
Queens College 1993 — 1995
Glencore March 2013 - Present
Freepoint Commodities May 2012 - March 2013
Noble Americas July 2007 - April 2012
Clarfeld Financial Advisors July 2005 - March 2007
Skills
Commodity, Financial Modeling, Commodity Markets, Energy Markets, Investment Banking, Structured Products, Shipping, Hedging, Derivatives, Petroleum, Commodity Risk..., Energy, Market Risk, Options, Trading, Natural Gas
Education
Pace University - Lubin School of Business
Clarfeld Financial Advisors April 2011 - Present
Emigrant Mortgage Company June 2003 - April 2011
Skills
Microsoft Excel, Outlook, Microsoft Word, Banking, Wealth Management..., Wealth Preservation..., Investment Advisory, Microsoft Office, Insurance, Customer Service, Personal Financial..., Market Research, Real Estate, Bloomberg, Salesforce.com
Education
Pace University - Lubin School of Business 2012 — 2015
Master of Business Administration (M.B.A.), Finance and Financial Management Services
Pace University 2003 — 2007
BA, Management
AIG November 2014 - Present
Pitney Bowes November 2011 - April 2014
Mitchell & Titus, LLP March 2008 - October 2011
Clarfeld Financial Advisors June 2004 - March 2008
Skills
External Audit, Internal Controls, Auditing, US GAAP, Financial Reporting, Accounting, Sarbanes-Oxley Act, Financial Accounting, Assurance, IFRS, SEC filings
Education
City University of New York-Herbert H. Lehman College 2005 — 2008
Bachelor of Science (BS), Accounting
Borough of Manhattan Community College 2002 — 2004
Associate of Arts and Sciences (AAS), Business Administration and Management, General
Clarfeld Financial Advisors 2011 - Present
Westchester Arc 2007 - 2011
Westchester Arc June 2007 - 2010
Jamaica National Building Society September 2004 - April 2007
Skills
Access, Data Entry, Payroll, Invoicing, QuickBooks, Microsoft Excel, PowerPoint, Microsoft Word, Banking, Loans, Filing, Nonprofits
Education
Monroe College 2008 — 2010
BBA, Accounting, 4.0
Moneague College 2001 — 2004
Associate's degree, Marketing, A
Point B Planning, LLC June 2015 - Present
The Colony Group January 2014 - February 2015
Clarfeld Financial Advisors November 1998 - October 2012
Skills
Asset Allocation, Investment Advisory, Investment Management, Alternative Investments, Wealth Management, Portfolio Management, Strategic Financial..., Asset Management, Personal Financial..., Tax Preparation, Investment Performance, Estate Planning, Mutual Funds, Investments, Tax Advisory, Investment Strategies, Retirement Planning
Education
Pace University - Lubin School of Business 1994 — 1998
Clarfeld Financial Advisors November 2013 - Present
FUJIFILM Holdings America Corporation November 2013 - November 2013
WTP Advisors January 2012 - July 2013
Avalon Lake Partners March 2013 - June 2013
PepsiCo August 2011 - January 2012
Skills
Tax Accounting, Financial Accounting, Microsoft Excel, Account Reconciliation, Corporate Tax, International Tax, Income Tax, Strategic Financial..., Accounting, Tax, CPA, Transfer Pricing, Tax Advisory, Tax Returns, Financial Reporting
Education
Pace University 2015 — 2019
Masters, Taxation
University Of Rhode Island- College of Business 2007 — 2011
BS, Accounting
University of Rhode Island - College of Business Administration 2007 — 2011
BS, Accounting
Harrison High School
Rockit Solutions, LLC August 2014 - Present
Rockit Solutions, LLC March 2014 - August 2014
Clarfeld Financial Advisors August 2010 - March 2014
Chase Bank October 2009 - August 2010
Tom Lavelle State Farm Agency March 2007 - October 2009
Skills
• Notary Public, State..., Rockit Command, Bloomberg Terminal, • Salesforce, • Microsoft Word,..., • Charles Schwab..., Black Diamond, • iRebal Program, Microsoft Excel, PowerPoint
Education
University of Connecticut-Stamford
Current
Westchester Community College
A.S. Marketing
Zayo Group (formerly AboveNet) 2007 - 2013
Clarfeld Financial Advisors 2005 - 2007
Northwestern Mutual 2005 - 2005
MasterCard 1998 - 2003
Skills
Account Reconciliation, Program Management, Customer Service, Analysis, Accruals, Business Development, Bank Reconciliation, Bookkeeping, Journal Entries, Accounts Payable, Accounts Receivable, Microsoft Office, Budgets, Salesforce.com, Administrative..., Sales, Management, Marketing, Microsoft Excel, Lead Generation, PowerPoint
Education
Emerson College
Citrin Cooperman July 2015 - Present
Citrin Cooperman December 2013 - July 2015
Clarfeld Financial Advisors December 2009 - November 2013
Skills
Tax Preparation, QuickBooks, Financial Statements, Account Reconciliation, General Ledger, Accounting, ProSystem fx Tax, Tax Accounting, Tax Research, Journal Entries, Corporate Tax, Bank Reconciliation, Microsoft Excel
Education
City University of New York-Hunter College 2005 — 2009
Bachelor of Science (BS), Accounting