Lavelle & Finn, LLP
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Lavelle & Finn, LLP Employees
Lavelle & Finn, LLP 2013 - Present
New York State Appellate Division, Third Department 2012 - 2013
Skills
Legal Writing, Courts, Westlaw, Legal Research, Appeals, Small Business..., Estate Planning
Education
Albany Law School of Union University
Juris Doctor (J.D.), Summa Cum Laude, Concentration in Estate Planning, with Honors
Mount Holyoke College
Lavelle & Finn, LLP December 2013 - Present
Western Turnpike Golf Course June 2009 - June 2014
Villa Italia June 2006 - June 2010
Skills
Tax Preparation, Financial Accounting, Tax Accounting, Communication, Strategic Planning, Organization, Paralegals
Education
Siena College 2011 — 2013
Bachelor's Degree, Accounting
Hudson Valley Community College 2009 — 2011
Associate's Degree, Accounting; Accounting
Siena College
Bachelor of Science, Accounting; Accounting
Embassy Suites Saratoga Springs January 2015 - Present
Mazzone Hospitality, LLC September 2014 - January 2015
Mazzone Hospitality, LLC December 2013 - September 2014
Mazzone Hospitality August 2011 - December 2013
Lavelle & Finn, LLP March 2009 - July 2011
Christine A. Wheat Special Events Firm, LLC July 2010 - 2011
SOUTHERN SARATOGA YMCA July 2008 - June 2009
SUNY Oswego August 2007 - May 2008
Skills
Social Media, Research, Program Management, Proposal Writing, Newsletters, Coaching, Administrative..., Fitness, Wellness, Office Management, Legal Research, Legal Writing, PowerPoint, Microsoft Word, Health Education, Invoicing, Microsoft Office, Community Outreach, Event Planning, Marketing, Social Networking, Fundraising, Social Media Marketing
Education
State University of New York College at Oswego 2004 — 2008
B.S., Wellness Management, Health Science
Shenendehowa CSD 2000 — 2004
Regents Diploma
Connect Air International, Inc. May 2013 - Present
Protected Tomorrows June 2011 - May 2013
Protected Tomorrows May 2008 - July 2011
Ehlert Financial Group, Inc. May 2008 - July 2011
Protected Tomorrows, Inc. May 2008 - June 2011
Woodland School District 50 October 2005 - May 2008
Desktop Publishing & Computer Consultant June 2005 - May 2008
Career Resource Center August 2004 - June 2005
Conway Lavelle & Finn, LLP April 1993 - June 1998
Lavelle & Finn, LLP April 1993 - June 1995
Skills
Administrative..., Public Speaking, Microsoft Office, Microsoft Excel, Desktop Publishing, Graphics Software, Web Content, Information Systems, Databases, Accounts Receivable, Compliance, Business Travel, Sales, Marketing, Leadership, Public Relations, Newsletters, Budgets, Training, Research
Education
College of Lake County 2001 — 2004
AS, Computer Information Systems-Microcomputer Applications
The Ayco Company, L.P., a Goldman Sachs Company September 2004 - Present
Lavelle & Finn, LLP January 2003 - September 2004
Skills
Wealth Management, Retirement Planning, Series 7, High Net Worth..., Income Tax, Employee Benefits, Investments, Tax Preparation
Education
The College of Saint Rose 2009 — 2012
Master of Business Administration (M.B.A.), Business Administration, Management and Operations
Rensselaer Polytechnic Institute 2000 — 2002
Bachelor of Science (B.S.), Management, 3.7
Hudson Valley Community College 1999 — 2000
Associate of Science (A.S.), Business Administration and Management, General, 4.0
Mile High United Way December 2013 - Present
McGladrey December 2012 - June 2015
Marvin and Company, P.C. July 2008 - August 2011
CBS June 2007 - August 2007
Lavelle & Finn, LLP January 2006 - February 2006
John Kerry June 2005 - August 2005
Skills
GAAP, Financial Statements
Education
Hartwick College 2004 — 2008
BS and BA, Accounting and Political Science
Albany Academy
Schenectady County Attorney's Office October 2013 - Present
Stockli, Slevin & Peters LLP April 2012 - January 2013
Luibrand Law Firm, PLLC May 2011 - April 2012
NYS Department of Environmental Conservation, Office of General Counsel August 2011 - December 2011
Office of the Public Defender- Family Court Unit (Schenectady County) October 2009 - August 2010
Michael J. Hannah, Esq. May 2007 - August 2010
Lavelle & Finn, LLP May 2006 - January 2008
Office of Mayor Brian U. Stratton, City of Schenectady November 2004 - May 2005
Skills
Legal Research, Legal Writing, Litigation, Lexis, Corporate Law, Public Policy, PowerPoint, Appeals, Courts, Legal Assistance
Education
Albany Law School of Union University 2010 — 2013
Juris Doctorate, Environmental Law
Boston University 2005 — 2009
Bachelor of Science, Economics and Political Science
Bender Lane Advisory, LLC February 2015 - Present
Lavelle & Finn, LLP November 2012 - January 2015
Hage & Hage LLC August 2010 - November 2012
Albany Law School 2010 - 2010
Albany Law School 2010 - 2010
The Ayco Company, L.P. January 2009 - December 2009
Roemer Wallens Gold and Mineaux, LLP 2008 - 2008
Education
Albany Law School of Union University 2007 — 2010
Hamilton College 2003 — 2007
BA, Economics, Government
Lavelle & Finn, LLP February 2013 - Present
The Ayco Company, LP August 2006 - January 2013
Skills
Wealth Management, Series 7, Insurance, Uniform Combined State..., Estate Planning, Investment Advisory, Asset Allocation, Strategic Financial..., Retirement Planning, Investments, Retirement, Asset Managment, Portfolio Management, IRS Enrolled Agent, Mutual Funds, Securities, Hedge Funds, Financial Planning
Education
Hamilton College 1998 — 2001
Bachelor of Arts (B.A.), Public Policy Analysis
The Ayco Company, L.P., a Goldman Sachs Company January 2015 - Present
The Ayco Company, L.P. August 2010 - Present
Colon Cancer Coalition - Get Your Rear in Gear September 2009 - December 2014
Delta Sigma Pi June 2008 - August 2011
Government Law Center at Albany Law School December 2009 - May 2010
Albany Government Law Review May 2009 - May 2010
Lavelle & Finn, LLP May 2008 - May 2010
Chambers of Hon. E. Devine, Albany County Supreme Court September 2008 - November 2008
Albany County Public Defender's Office September 2006 - December 2006
Skills
Legal Research, Legal Writing, Estate Planning, Finance, Securities, Insurance, Westlaw, Tax, Trusts, Fundraising, Strategic Financial..., Investments
Education
Albany Law School of Union University 2007 — 2010
Juris Doctor, Law
Siena College 2003 — 2007
BS, Finance
American University of Paris 2005 — 2005
International Business
Sorbonne 2005 — 2005
Office of Court Administration February 2015 - Present
Albany Law School June 2008 - March 2015
Lavelle & Finn, LLP May 2005 - May 2008
The Ayco Company, L.P. 2003 - 2005
White & Case, LLP 1999 - 2003
Education
New York University School of Law 2001 — 2005
LL.M., Taxation
Albany Law School of Union University 1997 — 2000
J.D.
Siena College 1987 — 1991
BS, Business
Lavelle & Finn, LLP November 1991 - Present
Schenectady County Industrial Development Agency 2007 - Present
Schenectady County Legislature February 2008 - December 2013
Urbach Kahn & Werlin, PC September 1983 - November 1991
Skills
Estate Planning, Tax, Trusts, Litigation, Estate Tax Planning, Tax Law, Income Tax, Wills, Legal Research, High Net Worth..., Strategic Financial..., Retirement Planning, Tax Preparation, CPA, Elder Law, Tax Research, Estate Administration, Legal Writing, Retirement, Financial Planners, Tax Advisory, Charitable Trusts, Powers of Attorney, Partnership Taxation, Forensic Accounting, Tax Accounting, Appeals, Financial Planning
Education
Siena College 1976 — 1980
BBA, Accounting
Albany Law School of Union University 1980 — 1983
JD
NYU School of Law 1987 — 1989
LL.M., Taxation
Lavelle & Finn, LLP July 2014 - Present
Lavelle & Finn, LLP August 2005 - July 2014
Fletcher Allen Health Care/University of Vermont College of Medicine 2004 - 2005
Fletcher Allen Health Care/Vermont Managed Care 2003 - 2004
Green Mountain Antibodies October 2001 - December 2002
Manning Selvage and Lee 1999 - 2001
The McGraw Companies, Inc 1996 - 1999
Skills
Estate Planning, Social Media, Event Planning, Editing, Graphic Design, Public Relations, Marketing Communications, Outlook
Education
The College of Saint Rose 1990 — 1995
Bachelor of Science, Graphic Design
Brooklyn Technical High School 1986 — 1990
Graphic Communications
Lavelle & Finn, LLP May 2006 - Present
Skills
Trusts, Estate Administration, Legal Research, Estate Planning, Litigation, Legal Writing, Microsoft Excel
Education
Albany Law School of Union University 2004 — 2007
JD
School name:
The Montgomery Law Firm, PC January 2012 - Present
August Montgomery, CPA September 2008 - December 2011
US Army 2009 - 2011
Lavelle & Finn, LLP 2010 - 2010
Albany Law School Low-Income Taxpayer Clinic August 2009 - December 2009
UHY Advisors 2006 - 2008
Skills
Tax, Estate Planning, Tax Returns, Real Estate, Small Business, Corporate Law, Auditing, Commercial Litigation, Mergers & Acquisitions, Litigation, Legal Writing
Education
Albany Law School of Union University 2008 — 2011
Juris Doctorate, Law
SUNY Albany 2004 — 2008
MS, Tax
Massachusetts Property Insurance June 2008 - May 2012
ITW Converted Products January 2007 - May 2008
Lavelle & Finn, LLP October 2006 - May 2008
Norgren KIP Inc. January 2003 - August 2005
Skills
Financial Statements, Financial Reporting, Microsoft Excel, Accounting, Financial Analysis, Microsoft Office, Management, Auditing
Education
Suffolk University - Sawyer Business School 2009 — 2011
MSA
Siena College 2004 — 2008
BS Accounting
Lavelle & Finn, LLP May 1996 - Present
Education
State University of New York at Albany 1989 — 1992