Ayco, a Goldman Sachs Company
Address: 8 Campus Dr, Parsippany, NJ 07054 Hours: Closed ⋅ Opens 8AM Mon SundayClosedMonday(Martin Luther King Jr. Day)8AM–5PMHours might differTuesday8AM–5PMWednesday8AM–5PMThursday8AM–5PMFriday8AM–5PMSaturdayClosedSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (973) 401-2000: : : : Category: Website: Place name: : : Website: https://www.ayco.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Ayco, a Goldman Sachs Company Posting publicly on the Web Write a review Reviews Be the first to reviewMore about Ayco, a Goldman Sachs CompanyShow less
Ayco, a Goldman Sachs Company List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Ayco, a Goldman Sachs Company. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Ayco, a Goldman Sachs Company Salaries. You can even request information on how much does Ayco, a Goldman Sachs Company pay if you want to. Learn about salaries, pros and cons of working for Ayco, a Goldman Sachs Company directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
117 Ayco, a Goldman Sachs Company employees in database. Find out everything there's to know about Ayco, a Goldman Sachs Company employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Ayco, a Goldman Sachs Company Employees
W Legal PC January 2015 - Present
Ayco, a Goldman Sachs Company 2007 - 2008
Skills
Civil Litigation, Probate Law, Probate Administration, Bankruptcy, Chapter 13 Bankruptcy, Chapter 7 & 13, Chapter 7, Personal Injury, Personal Injury..., Litigation, Legal Research, Legal Writing, Courts
Education
Chapman University, School of Law 2006 — 2008
L.L.M. in Tax
Chapman University, School of Law 2003 — 2006
Juris Doctor (J.D.)
Westmont College 1998 — 2002
Bachelor's Degree, English Language and Literature/Letters
Ayco, a Goldman Sachs Company June 2015 - Present
Beech-Nut Nutrition Company September 2014 - May 2015
Beech-Nut Nutrition Company May 2014 - August 2014
Beech-Nut Nutrition Company May 2013 - August 2013
Skills
Finance, Financial Analysis, Microsoft Excel, SAP Business Software, Microsoft Word, PowerPoint
Education
Siena College 2012 — 2015
Bachelor’s Degree, Finance
Stony Brook University 2010 — 2012
Business Administration and Management, General
Ayco, a Goldman Sachs Company May 2015 - Present
Skills
PowerPoint, Microsoft Excel, Customer Service, Microsoft Word, Microsoft Office
Education
Bentley University 2011 — 2015
Bachelor of Science (B.S.), Economics-Finance
Ayco, a Goldman Sachs Company September 2015 - Present
Ayco, a Goldman Sachs Company June 2014 - Present
The Ayco Company, L.P., a Goldman Sachs Company June 2014 - Present
The Ayco Company, L.P., a Goldman Sachs Company November 2013 - November 2014
The Ayco Company, L.P., a Goldman Sachs Company November 2012 - November 2013
The Ayco Company, L.P., a Goldman Sachs Company May 2011 - November 2012
Vincelette Law Firm January 2010 - May 2011
Fairbanks Fletcher PLLC November 2008 - May 2010
Griffin, Marsicovetere and Wilkes September 2007 - December 2007
New York State Office of the Attorney General, Environmental Protection Bureau January 2007 - August 2007
Skills
Financial Analysis, Microsoft Excel, Microsoft Office, Insurance, Strategic Planning, Capital Markets, PowerPoint, Legal Research, Legal Writing, Business Planning, Public Speaking, Series 7, Series 66, Research
Education
Vermont Law School 2006 — 2008
JD
Western New England College School of Law 2005 — 2006
Siena College 2001 — 2005
BA, Political Science and Spanish
High School 1997 — 2001
CohnReznick LLP July 2014 - Present
CohnReznick LLP December 2012 - Present
Frendel Brown & Weissman January 2010 - December 2012
930 Capital/JFI August 2009 - December 2009
McGladrey & Pullen September 2007 - July 2009
Ayco: A Goldman Sachs Company January 2007 - June 2007
KPMG June 2006 - December 2006
Skills
Auditing, Accounting, Financial Accounting, CPA, Accruals, Tax Preparation, External Audit, US GAAP, QuickBooks, Caseware, Team Leadership, Analysis, Analytics, Corporate Tax, IFRS, Fair Value, Audits of Employee..., Fixed Asset Depreciation, Deferred Revenue
Education
Siena College 2003 — 2007
Bachelor of Business Administration (BBA), Accounting
Siena College 2003 — 2007
Bachelor of Business Administration (B.B.A.), Accounting
Ayco, a Goldman Sachs Company April 2013 - Present
Prince Institute April 2012 - March 2013
District 65 - Evanston-Skokie August 2006 - February 2012
District 65 - Evanston-Skokie February 2003 - June 2006
MB Real Estate October 1998 - March 2003
MB Real Estate November 1999 - July 2002
Skills
Customer Service, Editing, Microsoft Excel, Creative Writing, Social Media, Photography, Research, Public Speaking, Event Planning, Teaching, Microsoft Office, Real Estate, Photojournalism, Customer Satisfaction, Curriculum Design, Property Management, Leases, Real Estate Transactions, Drawing, Meeting Scheduling, Travel Arrangements, Expense Reports, Document Management, Client Confidentiality, Handle Confidential..., Corporate Etiquette, Notary Public, Business Correspondence
Education
North Park University 2002 — 2003
Teaching Certificate: Secondary (Middle School Endorsement)
Illinois State University 1995 — 1997
M.A., English
Illinois State University 1991 — 1995
B.A., Communications (Journalism) and English
Ayco, a Goldman Sachs Company April 2015 - Present
Zhengzhou University September 2004 - June 2014
Skills
Higher Education, Teaching, Lecturing, Public Speaking, University Teaching, Research, Leadership Development, Microsoft Office
Education
Lee University 2004 — 2007
Masters in Teaching
Evangel University 1995 — 1999
Bachelor's Degree, Social Sciences
Zhengzhou University
Ayco, a Goldman Sachs Company August 2015 - Present
Industrial Communications June 2015 - July 2015
MassMutual Financial Group September 2014 - December 2014
The Wianno Club June 2014 - August 2014
IFAW December 2013 - January 2014
The Wianno Club June 2013 - August 2013
Porky's BBQ at Sandy Neck June 2011 - June 2013
Hyannisport Club June 2009 - August 2012
Skills
Time Management, Teamwork, PowerPoint, Social Media, Microsoft Word, Microsoft Office, Microsoft Excel, Customer Service, Public Speaking, Social Networking, Research, Entrepreneurship, Marketing
Education
Siena College 2012 — 2016
Finance
Vesalius College 2015 — 2015
Sandwich High School 2008 — 2012
Ayco, a Goldman Sachs Company Associate, Human ResourcesThe Ayco Company, L.P., a Goldman Sachs CompanyAugust 2006 - Present
Skills
Employee Benefits, Human Resources, Organizational..., Training, Change Management, Recruiting, Student Recruiting, Graduate Recruitment, Trusted Business Partner, Business Partner..., Business Partner Support, Business Continuity..., Risk Management
Education
State University of New York Empire State College 2007 — 2011
Bachelor of Science (B.S.), Business/Managerial Economics
Ayco, a Goldman Sachs Company June 2015 - Present
University of California, Riverside June 2014 - Present
Sushi Kinoya March 2013 - Present
Gamma Phi Beta Sorority September 2012 - Present
Pinnacle Dimaggio June 2011 - September 2011
Skills
Bilingual-Chinese, Social Skills, Time Management, Dependable Team Player, Strategic Financial..., Corporate Finance, Managerial Finance, Financial Analysis, Financial Reporting, Leadership, Team-oriented, Social Networking, Microsoft Office, Microsoft Excel, PowerPoint, Goal Oriented, Customer Service, Flexibility, Critical Thinking, Invoice Processing, Teamwork
Education
University of California, Riverside 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance
Walnut High School 2007 — 2011
Ayco, a Goldman Sachs Company July 2015 - Present
The Delmar Bootery August 2014 - Present
Colonie Center Mall July 2013 - July 2014
NCCC 2012 - 2013
Skills
Relationship Management, Office Administration, Management, Time Management, PowerPoint, Microsoft Word, WordPress, Social Media, Human Relationship, Customer Service
Education
State University of New York at Albany 2013 — 2015
Bachelor's Degree, Business, Management, Marketing, and Related Support Services and Human Resources
North Country Community College 2011 — 2013
Associate's Degree, Liberal Arts and Sciences, General Studies and Humanities
Franklin Academy High School 2008 — 2011
High School, Advanced Placement Courses
Ayco, a Goldman Sachs Company May 2015 - Present
The Ayco Company, L.P., a Goldman Sachs Company November 2013 - May 2015
Skills
Microsoft Excel, Microsoft Word, Access Database, Microsoft Publisher, PowerPoint, Spreadsheets, Access, Teamwork, Microsoft Office, Advent, Client Relations, Business Writing, Financial Accounting, Financial Planning, Phone Etiquette, Process Improvement, Strategic Planning, Strategic Thinking, Team Leadership, Account Reconciliation
Education
State University of New York at Albany 2011 — 2015
Bachelor of Science (B.S.), Accounting
Amsterdam High School 2007 — 2011
Ayco, a Goldman Sachs Company February 2015 - Present
Oak Tree Counseling Services October 2012 - August 2014
Bart Conner Gymnastics Academy February 2012 - May 2013
Skills
Organizational..., Outstanding time..., Reliability, Teamwork, Human Relations, Customer Service, Creative Problem Solving, Committed to..., Maintaining A Positive..., Written & Verbal..., Marketing Management, Event Planning, People Skills, Coaching, Sports, Time Management, Behavioral Health, Event Management, PowerPoint, Public Relations, Public Speaking, Social Media, Team Leadership, Training
Education
University of Oklahoma 2010 — 2012
Master of Arts (MA), Human Relations
University of Oklahoma 2006 — 2010
Bachelor of Arts (BA), Human Relations
Empire Financial Advisors January 2015 - Present
Merrill Lynch June 2011 - January 2015
MetLife 2005 - 2011
Ayco, a Goldman Sachs Company March 1997 - February 2005
Education
Nyack College
Bachelor of Science (B.S.), Organizational Managment
Schenectady County Community College
Associate of Arts and Sciences (AAS), Business Administration and Management, General
Apprentice LLC January 2013 - Present
Independent Consultant August 2010 - Present
Userfinity, Inc. August 2012 - December 2014
The REaD Foundation March 2011 - June 2014
Prosper Advisors May 2009 - December 2010
Ayco, A Goldman Sachs Company November 2003 - September 2008
Skills
Alternative Investments, Private Wealth..., Hedge Funds, Investments, Mutual Funds, Separately Managed..., Business Analysis, Business Strategy, Market Research, Entrepreneurship, Financial Analysis, Start-ups, Risk Management, Due Diligence, Investment Strategies, Asset Allocation, Business Development, Portfolio Management, Strategic Partnerships, Asset Management, Banking, Analysis, Private Equity
Education
Union College 2002 — 2004
MBA
Union College 1997 — 2001
BA
WisdomTree Asset Management August 2015 - Present
Ayco, a Goldman Sachs Company January 2015 - August 2015
Ayco, a Goldman Sachs Company June 2013 - December 2014
Ayco, a Goldman Sachs Company May 2012 - May 2013
Siena College September 2009 - May 2013
Ayco, a Goldman Sachs Company June 2010 - May 2012
Skills
Bloomberg, Microsoft Excel, Microsoft Word, PowerPoint, QuickBooks, Capital IQ, Finance, Marketing, Access, Spanish, Accounting, Analysis, Data Analysis, Financial Analysis, Time Management, Microsoft Office, Teamwork, Financial Reporting
Education
Siena College 2009 — 2013
B.S., Finance, Cum Laude
Universidad de Deusto 2011 — 2011
Ayco, a Goldman Sachs Company June 2015 - Present
University of Illinois at Urbana-Champaign August 2011 - May 2015
Busey May 2014 - April 2015
Sterling Wealth Management October 2013 - December 2013
Grainger May 2013 - August 2013
Skills
Stata, Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel, Research, Statistics, Facebook, Spanish, Data Analysis, Event Planning, Public Speaking, Social Networking, Time Management, Teamwork, Social Media
Education
University of Illinois at Urbana-Champaign 2011 — 2015
Bachelor of Science (BS), Financial Planning and Services
University of Illinois at Urbana-Champaign 2011 — 2015
Bachelor's degree, Financial Planning and Services
UBS July 2010 - Present
Ayco, a Goldman Sachs Company August 2002 - July 2010
Education
University of Oklahoma - Price College of Business
MBA
University of Oklahoma College of Law
J.D.
Ayco, a Goldman Sachs Company June 2015 - Present
Homrich Berg May 2014 - August 2014
University Housing February 2012 - May 2014
ADP May 2013 - August 2013
Skills
Microsoft Office, Public Speaking, Program Coordination, Budget Management, Customer Service, Group Collaboration, Team Leadership, IT Support, PowerPoint, Budgets, Recruiting, Leadership, Management, Event Planning, Microsoft Word, Social Media, Time Management, Microsoft Excel, Social Networking, Research
Education
The University of Georgia 2010 — 2015
Bachelor of Science (B.S.), Financial Planning
Ayco, a Goldman Sachs Company May 2015 - Present
Michaels Arts and Crafts November 2014 - April 2015
Manhattanville College August 2010 - May 2014
Traa Global January 2014 - January 2014
Christmas Tree Shops July 2011 - August 2013
Merrill Lynch May 2012 - August 2012
The Brennan Family May 2008 - August 2010
Skills
Sales, Microsoft Office, Time Management, Facebook, PowerPoint, Customer Service, Team Building, Leadership, Retail, Merchandising, Creative Writing, Social Media, Microsoft Word, Social Networking, Mac, Public Speaking, Microsoft Excel, Event Planning
Education
Manhattanville College 2010 — 2014
Bachelor's Degree, Business Administration and Management, General; Minors: Creative Wirting & Studio Art, 3.504 GPA
St. Clare's in Oxford 2013 — 2013
Study Abroad, Economics & Creative Writing, 3.46 GPA
Niskayuna High School 2006 — 2010
Advanced Regents Diploma, A- Average
Ayco, a Goldman Sachs Company January 2015 - Present
Girvin & Ferlazzo, P.C. June 2014 - January 2015
Legal Aid South Africa June 2014 - July 2014
High Court of South Africa May 2014 - June 2014
RWD Technologies January 2011 - January 2012
Barehills Racquet and Fitness Club December 2008 - June 2011
Maryland General Assembly January 2008 - April 2010
Johns Hopkins University May 2008 - September 2008
University of Maryland June 2007 - January 2008
Skills
SPSS, Microsoft Office, uPerform, Research, Software Documentation, Data Analysis, Analysis, SAP, Editing, E-Learning, Business Process, Technical Writing, Administration, Instructional Design, Leadership Development, Visio, Instructor-led Training, Organizational..., Training Delivery, PowerPoint, ADDIE, Public Speaking, Testing
Education
Albany Law School of Union University 2012 — 2015
Doctor of Law (JD), International Law and Legal Studies
University of Maryland Baltimore County 2007 — 2011
Bachelor of Arts, Political Science, Psychology
Ithaca College 2007 — 2008
Bachelor of Arts (B.A.), Psychology
Bank of America November 2014 - Present
Ernst & Young LLP October 2011 - October 2014
Ayco, a Goldman Sachs Company January 2010 - April 2011
Skills
Risk Management, Wealth Management, Microsoft Excel, Capital Markets, Credit Risk, Business Process..., Derivative Valuation, Financial Risk
Education
SUNY Albany 2009 — 2011
Bachelor of Science (BS), Summa Cum Laude, Business Administration, Finance and Management, 3.89
Saint John Fisher College 2008 — 2009
Ayco, a Goldman Sachs Company September 2015 - Present
Ayco, a Goldman Sachs Company October 2004 - September 2015
MAP Marketing & Incentives May 1997 - September 2003
Musicians Institute September 1994 - May 1997
Skills
Web Design, Photography, Web Development, HTML, CSS, Sass/Compass, Foundation Framework, CMS, Brand Development, Email Marketing, Print Design, Mac Network Management, Project Management, Video Production, Video Editing, Audio Recording, Videography, Adobe Creative Suite, Non-linear Editing, Microsoft Office
Education
California State University-Northridge
Bachelor's Degree
Syracuse University
Musicians Institute
Queensbury High School
High School
Ayco, a Goldman Sachs Company May 2015 - Present
The Ayco Company, L.P., a Goldman Sachs Company July 2013 - May 2015
Siena College Department of Athletics September 2011 - April 2013
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Microsoft Office, Public Speaking, Research, Teamwork, Time Management, Customer Service
Education
Siena College 2011 — 2015
Bachelor's degree, Finance
Ayco, a Goldman Sachs Company May 2015 - Present
Capital District Physicians' Health Plan September 2005 - February 2015
Blue Cross and Blue Shield of Vermont 2002 - 2005
Travelers Insurance Company January 1987 - January 2002
Metropolitan Insurance Company January 1974 - January 1987
Skills
Insurance, Process Improvement, Billing, Underwriting, Call Center, Health Insurance, Medicare, Business Process..., Team Building, Business Process, Customer Service, Team Leadership, Customer Relations, Teamwork, Managed Care, Hiring, Process Engineering, HMO, Employee Benefits, Call Centers, Vendor Management, Provider Relations, Claim, Management, Business Development, Leadership, Medicaid, HIPAA, PPO, Medicare Part D, Health Policy, Health Care Reform, Health Savings Accounts, Healthcare Industry, Healthcare, Workers Compensation
Education
Saint Michael's College
BA Degree, Business Administration
Ayco, a Goldman Sachs Company June 2015 - Present
eLend /American Financial Resources, Inc. (AFR Mortgage) October 2012 - June 2015
The County of Morris Office of Temprorary Assistance November 2008 - September 2012
Skills
Microsoft Office, Acting, Final Cut Pro, Management, PowerPoint, Social Media, Editing, Marketing, Social Media Marketing, Social Networking, Video, Photoshop, Creative Writing
Education
Centenary College 2012 — 2017
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
The Chubb Institute 2005 — 2007
Graphic Design & Animation
Ayco, a Goldman Sachs Company June 2015 - Present
The College of Saint Rose August 2013 - Present
NYS Office of the State Comptroller May 2014 - August 2014
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Accounting, Microsoft Office, Outlook, Windows, QuickBooks, Lotus Notes, Social Media, Teamwork, Data Entry
Education
The College of Saint Rose 2012 — 2016
Accounting
Ayco, a Goldman Sachs Company September 2015 - Present
Rensselaer Polytechnic Institute Procurement Intern for Seat Integration TeamBoeingMay 2015 - August 2015
Ayco, a Goldman Sachs Company January 2015 - May 2015
Boeing May 2014 - August 2014
Starbucks May 2012 - January 2014
Alpha Gamma Delta - Zeta Eta November 2012 - September 2013
Shaker Rowing Association August 2012 - June 2013
Skills
Microsoft Office, Teamwork, Leadership, Customer Service, Event Planning, Public Speaking, Statistics, Research, PowerPoint, Project Management, Social Media, Analytical Skills, Lean Thinking, Process Analysis, Adaptability, AutoCAD, Visual Basic, Microsoft Excel, Time Management, Value Stream Mapping
Education
Rensselaer Polytechnic Institute 2015 — 2016
Master of Science (M.S.), Supply Chain Management
Rensselaer Polytechnic Institute 2012 — 2015
Bachelor of Science (B.S.), Management and Business
ESADE Business & Law School 2014 — 2014
Management and Business
University at Buffalo 2011 — 2012
Undeclared
Shaker High School 2006 — 2011
Advanced Regents Diploma
Financial Industry Regulatory Authority (FINRA) April 2015 - Present
Financial Industry Regulatory Authority April 2014 - Present
AYCO a Goldman Sachs Company June 2013 - Present
University at Albany School of Business Investment Group- UASBIG September 2013 - Present
Delta Sigma Pi January 2013 - Present
University at Albany
Skills
Public Speaking, PowerPoint, Research, Microsoft Excel, Microsoft Office, Microsoft Word, Customer Service, Social Media, Sports, Event Planning, Data Analysis, Time Management, Access, Facebook, Leadership, Fundraising, Community Outreach, Social Networking, Statistics, Teaching, Analysis, Risk Management, Portfolio Management, Strategy, Data Entry, Teamwork, Mutual Funds, Critical Thinking, Outlook, Bloomberg Terminal, Training, Event Management, Editing, Budgets, Marketing, Social Media Marketing, Public Relations, Coaching, Team Leadership, Sales, Management, Market Research, Administration, Strategic Planning, Higher Education, Windows, Project Management, Blogging, Entrepreneurship, Advertising
Education
State University of New York at Albany 2011 — 2015
Student, Financial Analyst
North Babylon High School 2007 — 2011
Experian April 2014 - Present
Experian Consumer Services June 2012 - April 2014
Sheridan Capital Advisory April 2011 - September 2011
McGladrey Capital Markets March 2007 - February 2010
Ayco - A Goldman Sachs Company June 2005 - February 2007
Skills
Financial Modeling, Valuation, Customer Relations, Financial Analysis, Private Equity, Corporate Finance, LBO, Business Valuation, Mergers, Investment Banking, Financial Planning, Corporate Development, Mergers & Acquisitions, Management, Finance, Strategic Financial..., Customer Service, Portfolio Management, Investments, Start-ups, Executive Management, Analysis, DCF
Education
University of California, Los Angeles - The Anderson School of Management 2010 — 2012
MBA, Private Equity
CFA Charterholder
Chartered Financial Analyst
Loyola Marymount University, College of Business Administration 2002 — 2005
BBA, Finance & Marketing
University of Kansas 2001 — 2001
Mater Dei High School 1997 — 2001
Ayco, a Goldman Sachs Company May 2015 - Present
The Ayco Company, L.P., a Goldman Sachs Company February 2014 - August 2014
Sneeringer Monahan Provost Redgrave Title Agency, Inc. November 2011 - February 2014
Golub Career Center - Union Graduate College September 2013 - December 2013
Law Offices of Jacobs Portin, PLLC March 2013 - June 2013
Top Form Incorporated November 2010 - January 2012
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word
Education
Albany Law School of Union University 2014 — 2017
Juris Doctor (J.D.)
Union Graduate College 2013 — 2017
Master of Business Administration (MBA)
Union College 2009 — 2013
Bachelor of Arts (BA), Major: (History); Minors: (Psychology and Classics)
Ayco, a Goldman Sachs Company June 2015 - Present
Oracle Advisory Services LLC December 2010 - Present
Omnicom Group July 2008 - December 2010
Omnicom Group August 2005 - July 2008
Skills
Financial Accounting, Account Reconciliation, General Ledger, Financial Reporting, Accounting, Financial Statements, Auditing, Financial Analysis, Payroll, Accounts Receivable
Education
Baruch College, City University of New York (CUNY) 2007 — 2011
Master of Business Administration (MBA), Accounting
Boston University 1999 — 2003
Bachelor of Arts (B.A.), Art History, Criticism and Conservation
Ayco, a Goldman Sachs Company September 2014 - Present
The Ayco Company, L.P. January 2013 - September 2014
The Ayco Company, L.P. May 2010 - December 2012
Skills
Series 7, Bloomberg, Investments, Mutual Funds, Fixed Income, Securities, Portfolio Management, Asset Allocation, Equities, Alternative Investments, Asset Management, Financial Analysis, Investment Management, Estate Planning, Banking, Risk Management
Education
The College of Saint Rose 2008 — 2010
MBA, Finance
The College of Saint Rose 2004 — 2008
Bachelor of Arts (B.A.), History/Political Science
Ayco, a Goldman Sachs Company June 2015 - Present
GE Global Research May 2012 - August 2012
University at Albany Athletic Department September 2011 - December 2011
Rose and Kiernan, Inc May 2011 - August 2011
Skills
Microsoft Excel, Sourcing, Social Media, Microsoft Word, Public Relations, Public Speaking, Insurance, Budgets, Sports Coaching, Social Media Marketing, Time Management, Teamwork, Negotiation, Sports
Education
Temple University - Fox School of Business and Management 2013 — 2014
Master of Science (MS), Marketing Communications
State University of New York at Albany 2009 — 2012
Bachelor of Business Administration (B.B.A.), Concentrations in Finance and Management
Deutsche Bank December 2013 - Present
Deutsche Bank December 2013 - Present
Axiom May 2013 - August 2013
Sullivan & Cromwell LLP January 2013 - March 2013
Sullivan & Cromwell LLP April 2012 - December 2012
Ralph Lauren June 2011 - April 2012
Ayco, A Goldman Sachs Company August 2008 - July 2009
Lehman Brothers February 2008 - April 2008
Lehman Brothers August 2005 - February 2008
Mortgage Bankers Association September 2003 - July 2005
Skills
Investments, Business Development, Sales, Financial Institutions, Strategy, Capital Markets, Legal Research, Strategic Planning, Marketing, Financial Services
Education
University of Notre Dame - Mendoza College of Business 2009 — 2011
Master of Business Administration (MBA), Investments
Georgetown University 1999 — 2003
B.A., Government
Harvard University Graduate School of Design 2010 — 2010
Certificate, Career Discovery: Summer Architecture Program
Ayco, a Goldman Sachs Company April 2015 - Present
Pacific Gas and Electric Company May 2014 - April 2015
Lyons Magnus February 2014 - May 2014
Waddell & Reed September 2013 - January 2014
California State University, Fresno July 2012 - January 2014
Fresno State December 2012 - September 2013
Lindero Country Club June 2008 - July 2010
Skills
Organized with the..., Proficient in Microsoft..., Comfortable working in..., Strong leadership skills, Dedicated, determined,..., Microsoft Office, Microsoft Excel, Customer Service, Microsoft Word, PowerPoint, Public Speaking, Research, Facebook, Social Networking, Management, Access, Data Analysis, Leadership, Time Management
Education
California State University-Fresno 2010 — 2014
Bachelor of Science (B.S.), Finance, General, Cumulative GPA: 3.30
Agoura High School 2006 — 2010
Ayco, a Goldman Sachs Company April 2015 - Present
GW & Wade, LLC August 2008 - April 2015
WTAS August 2005 - June 2007
Skills
Holistic Financial..., Investment Management, Retirement Planning, Estate Planning, Inheritance Tax Planning, Strategic Tax Planning, Accounting, Stock Option Planning
Education
University of California, Hastings College of the Law 2002 — 2005
J.D., Law; Tax Concentration
Tufts University 1998 — 2002
B.A., Economics
Ayco, a Goldman Sachs Company May 2015 - Present
The Ayco Company, L.P. August 2012 - May 2015
Trustco Bank Financial Services June 2011 - August 2012
Trustco Bank January 2010 - June 2011
Skills
Retirement Planning, Financial Analysis, Finance, Fundraising, Banking, Investments, PowerPoint, Management, Customer Service, Microsoft Excel, Financial Planning
Education
The College of Saint Rose 2011 — 2013
Master of Business Administration (MBA)
The College of Saint Rose 2004 — 2008
Bachelor, Business Administration
Ayco, a Goldman Sachs Company July 2015 - Present
Newmark Grubb Knight Frank May 2010 - Present
GVA Cawley June 2008 - May 2010
Skills
Real Estate, Brokerage, Location Intelligence, Corporate Real Estate, Leases, Tenant, Disposition, Lease Administration, Portfolio Management, Tenant Representation, Commercial Real Estate, Real Estate Transactions, Real Estate Development, Strategy, Property Management, Due Diligence, Landlords, Asset Management, Real Estate Economics, Acquisitions
Education
Texas Christian University - M.J. Neeley School of Business 2006 — 2008
Business Administration, Finance & Real Estate
Texas Christian University 2004 — 2008
Business Administration, Finance & Real Estate
Ayco, A Goldman Sachs Company February 2014 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Photoshop, Social Media, Teamwork, Public Speaking, English, Windows, Event Planning, Team Leadership
Education
University at Albany 2012 — 2013
Bachelor of Business Administration (B.B.A.), Finance/ITM (Information Technology Management)
Hudson Valley Community College 2009 — 2011
Associate's degree, Business Administration and Management, General
Ayco, a Goldman Sachs Company June 2013 - Present
International Justice Mission UGA Chapter July 2012 - May 2013
Georgia Small Business Development Center June 2012 - October 2012
The University of Georgia January 2010 - December 2011
Kanakuk Kamps May 2011 - July 2011
Skills
Conversational Spanish, Conversation, Leadership, Spanish, Financial Analysis, Analysis, Tax, Finance, Microsoft Excel, Financial Modeling, Management
Education
Emory University - Goizueta Business School 2015 — 2018
Master of Business Administration (MBA)
The University of Georgia 2009 — 2013
Bachelor of Business Administration, Finance
Ayco, a Goldman Sachs Company September 2015 - Present
Saratoga Race Course July 2014 - August 2014
PrimeFlight Aviation Services July 2012 - August 2012
Lakeside Farms September 2010 - November 2010
Skills
Microsoft Word, Microsoft Office, PowerPoint, Teamwork, Outlook, Microsoft Excel, Customer Service, Research, Social Media, Public Speaking
Education
Le Moyne College 2011 — 2015
Bachelor's degree, Finance, 3.069 GPA
Christian Brothers Academy 2007 — 2011
High School Degree, Liberal Arts
Ayco, a Goldman Sachs Company September 2015 - Present
Southern Methodist University April 2012 - May 2015
KPMG US January 2015 - March 2015
ParenteBeard LLC January 2014 - August 2014
Healthy Planet May 2013 - July 2013
Skills
Microsoft Excel, Microsoft Word, Accounting, Financial Accounting, Finance, Hustle, Financial Modeling, Social Media, Teamwork, Financial Analysis, Public Speaking, PowerPoint, Microsoft Office, Leadership, Auditing
Education
Southern Methodist University 2015 — 2016
Master of Science (M.S.), Accounting
Southern Methodist University - Cox School of Business 2011 — 2015
Bachelor of Business Administration (BBA), Accounting
2009-2011)Plano Senior High School
Ayco, a Goldman Sachs Company July 2015 - Present
The State University of New York March 2015 - July 2015
The State University of New York September 2014 - March 2015
Student Assembly of the State University of New York June 2014 - November 2014
The State University of New York November 2013 - August 2014
Student Assembly of the State University of New York February 2014 - June 2014
Stewarts Shops, Inc. October 2011 - November 2013
Hudson Valley Community College August 2012 - January 2013
The New York State Racing Association Inc June 2012 - August 2012
The Walt Disney Company February 2012 - June 2012
Skills
Social Media, Teamwork, Public Speaking, Customer Service, Data Analysis, Community Outreach, Leadership, Event Planning, Customer Satisfaction, Team Leadership, Microsoft Office 2007, Microsoft Office 2013, Research, Oral & Written..., Editing, Note Taking, Managing Database, Organization &..., Telephone Skills, Microsoft Word, Microsoft Excel, Microsoft Office
Education
State University of New York at Albany 2013 — 2014
Bachelor's Degree, Psychology and Business
Hudson Valley Community College 2011 — 2013
Associate of Science (A.S.), Business Administration
Ayco, a Goldman Sachs Company August 2015 - Present
XL Catlin June 2009 - July 2015
Tribune Company June 2007 - June 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, Stage, Musical Theatre
Education
State University of New York at Albany 2006 — 2008
Bachelor of Arts (B.A.), Engish
Adirondack Community College 2004 — 2006
Associate's degree, General Studies
Ayco, a Goldman Sachs Company May 2015 - Present
UAlbany Women's Soccer Team August 2014 - Present
Charlotte Russe April 2014 - Present
Skills
Sales, Customer Service, Time Management, Social Media, Leadership, Social Networking, Facebook, Teamwork, Nonprofits, Recruiting, PowerPoint, Microsoft Word, Microsoft Excel
Education
State University of New York at Albany 2014 — 2017
Accounting
State University of New York at Albany 2013 — 2017
Accounting and Financial Analyst Honors
BerkshireBanc Investment Services June 2004 - Present
Advest, Inc. June 2002 - June 2004
Ayco, a Goldman Sachs Company June 2000 - June 2002
Skills
Retirement Planning, Investment Advisory, Financial Planning, Asset Allocation, Investments
Education
Clarkson University 1999 — 2000
Master of Business Administration (M.B.A.), Investments
Castleton State College 1995 — 1999
Bachelor’s Degree, Business Administration and Management, General
Ayco, a Goldman Sachs Company September 2015 - Present
Informz September 2013 - Present
Informz January 2011 - September 2013
Informz January 2010 - September 2011
Zone 5 March 2008 - January 2010
Boston Color Graphics 1997 - 1998
Mark Lawrence Studios August 1995 - January 1997
Skills
Event Planning, Public Relations, Marketing, Email Marketing, Integrated Marketing, Marketing Communications, Social Media Marketing, Social Media, Advertising, Marketing Strategy, Direct Marketing, Sales, Business Development, CRM
Education
University of Massachusetts Lowell 1998 — 2002
BFA, Fine Art - Graphic Design/Animation
Ayco, a Goldman Sachs Company June 2015 - Present
Hedley & Co November 2014 - April 2015
Lia Honda June 2014 - November 2014
Hanson Law Firm, PC January 2013 - July 2014
Skills
Problem Solving, Problem Analysis, Diligent, Bankruptcy, Mathematics, Accounting, Time Management, Critical Thinking, Analysis, Business, Management, Access, Analytical Skills, Teamwork, Data Entry, People Skills, Spreadsheets, Microsoft Word, Microsoft Excel, Filing, Telephone Skills, Tax Preparation, Team-oriented, Financial Statements, Cashiering, Tax Returns, PowerPoint, Microsoft Office, Customer Service, Team Leadership
Education
Siena College 2013 — 2015
Bachelor's degree, Accounting and Finance, Sophmore
SUNY Oneonta 2011 — 2012
Accounting
Ayco, a Goldman Sachs Company July 2015 - Present
Jackson National Asset Management, LLC April 2014 - November 2014
Jewish Federation of Metropolitan Chicago June 2013 - June 2014
DePaul University Jewish Life July 2013 - September 2013
Skills
Event Planning, Public Speaking, Microsoft Word, Research, Facebook, Nonprofits, Fundraising, Team Leadership, Financial Analysis, New Business Development, Photoshop, Outlook, Community Outreach, Program Management, Leadership Development, Volunteer Management, Brand Management, Google Analytics, Customer Insight, Strategy, Lead Generation, Email Marketing, Online Advertising, Business Development, Leadership, Analytics, Entrepreneurship, Teaching, B2B Marketing, Advertising, Data Analysis, Editing, Corporate Communications, Online Marketing, Market Planning, Economics, Social Networking, Teamwork, Spanish, Management, Time Management, Philanthropy, Budgets, Business Planning, Team Building, Creative Problem Solving, Project Planning, Data Entry, Program Development, Hootsuite
Education
DePaul University 2012 — 2016
Bachelor of Science (B.S.), Finance and Economics, A
Stevenson High School 2008 — 2012
High School Diploma with Honors
Pennington Law Firm, LLC July 2014 - Present
Ayco, a Goldman Sachs Company March 2011 - March 2014
Columbia Country Club March 2010 - November 2010
Howden May 2009 - August 2009
Skills
Microsoft Excel, Employee Training, Software Project..., Leadership, Management, Microsoft Office, Telecommunications, Project Management, Customer Service, CRM, Public Speaking
Education
University of South Carolina-Columbia 2006 — 2010
BA, Business Administration, Business Management (Emphasis in HR); Marketing
Ayco, a Goldman Sachs Company July 2015 - Present
Startup Concierge 2014 - Present
New York Genome Center 2013 - 2014
ESC Advisors 2011 - 2013
StartUp Concierge 2009 - 2011
Susquehanna International Group, LLP (SIG) 2006 - 2008
Planned Parenthood Federation of America December 2005 - June 2006
American Red Cross Greater New York September 2003 - December 2005
Agency for the Performing Arts 1996 - 2002
Skills
Executive Support, Executive Calendar..., Appointment Scheduling, Business Travel, Travel Planning, Travel Arrangements, Organization Skills, Organizational..., Operations Management, Contract Negotiation, Vendor Contracts, Office Administration, Vendor Relationship..., Supervisory Skills, Staff Supervision, Employee Training, New Hire Training, Operating Expenses, Business Planning, Organizational Design, Communication, Client Liaison, Interdepartmental..., Cold Calling, Corporate Communications, Writing, Editing, Project Management, Master Scheduling, Conference Coordination, Event Planning, Creative Services, Interior Design, Consulting, Start-up Consulting, Management, Thrive in..., Multi-task & Handle..., Thrive in A Fast-paced..., Deadline Oriented, Skilled Multi-tasker, Business Development, Coordinating Schedules, Scheduling, Budgets, Sales
Education
American University
BA, Journalism / American Studies
Ayco, a Goldman Sachs Company 2015 - Present
Simmons Machine Tool May 2014 - August 2014
DJ-Jibba and Associates June 2008 - August 2014
Wolferts Roost Country Club June 2008 - August 2012
Skills
Public Speaking, Technology, Public Relations, Presenter, Entrepreneurship, Leadership, Communication, Team Leadership, Cross-functional Team..., Marketing
Education
Saint Joseph's University 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance, Marketing, Managment
Shaker High School 2007 — 2011
High School
Ayco, a Goldman Sachs Company June 2015 - Present
Stout Risius Ross July 2014 - May 2015
State Farm Insurance September 2013 - December 2013
Allstate Financial Services, LLC May 2013 - August 2013
State Farm May 2012 - April 2013
Skills
Financial Analysis, Microsoft Excel, PowerPoint, Financial Modeling, Analysis, Wealth Management, Personal Finance, Investments, Accounting, Research, Microsoft Office, Microsoft Word, Teamwork, Windows
Education
University of Illinois at Urbana-Champaign 2010 — 2014
Bachelor of Science, Finance
Lincoln Way Central High School 2006 — 2010
Ayco, a Goldman Sachs Company March 2015 - Present
Davidson Brothers Restaurant and Brewery September 2012 - February 2015
Monte Cristo's Restaurant May 2010 - August 2012
Queensbury Town Water Department May 2010 - July 2011
Skills
Time Management, Data Entry, Customer Service, PowerPoint, Microsoft Word, Microsoft Office, Microsoft Excel, Restaurants, Teamwork, Hospitality, Food & Beverage, Social Media, Social Networking, Event Management, Public Speaking, Marketing, Social Media Marketing
Education
State University of New York College at Plattsburgh
Bachelor of Science (B.S.), Business Administration
Ayco, a Goldman Sachs Company May 2000 - Present
Skills
Investments, Financial Planning, Wealth Management
Education
State University of New York at Albany 2004 — 2006
Master of Tax, Taxation
SUNY IT Utica/Rome 1997 — 1999
Bachelor's Degree, Accounting and Finance
SUNY Cobleskill 1995 — 1997
Associate's degree, Accounting
Ayco, a Goldman Sachs Company March 2014 - Present
Target August 2011 - September 2013
Target September 2007 - August 2011
Skills
Microsoft Office, Leadership, Management, Customer Service, Performance Management, Payroll, Talent Management, Microsoft Excel, Retail, Team Leadership, PowerPoint, Teamwork, Inventory Management, Time Management, Microsoft Word, Merchandising, Sales, Team Building, Strategic Planning, Data Analysis, Analysis, Customer Satisfaction, Training
Education
California State University-Long Beach 2011 — 2013
Bachelor of Arts (B.A.), Economics
Saddleback College 2008 — 2011
Ayco, a Goldman Sachs Company 2015 - Present
Leapfrog and Byrdhouse Public Relations 2015 - September 2015
Van Patten Golf Club 2013 - February 2015
The Pink Paddock 2013 - 2014
Bath & Body Works 2011 - 2013
Skills
Organizational..., Critical Thinking, Political Communication, Research, Qualitative Research, Highly responsible, Problem Solving, Microsoft Excel, Social Media, PowerPoint, Sales
Education
Union College 2011 — 2013
Bachelor of Arts (B.A.), History and Political Science, 3.8
Le Moyne College 2009 — 2011
history and political science
Shenendehowa H.S. 2005 — 2009
honors regents diploma
Ayco, a Goldman Sachs Company March 2015 - Present
New York State Department of Health August 2012 - December 2014
New York State Department of Health Bureau of Finance and Rate Setting May 2014 - August 2014
Skills
Microsoft Word, Microsoft Excel, Microsoft Office, PowerPoint, Program Management, Time Management, Public Speaking, Customer Service, Teamwork, Research, Event Planning, Social Networking, Data Entry, Facebook, SPSS
Education
SUNY Oneonta 2010 — 2014
Bachelor's Degree, Business Economics and Political Science
Northwestern Mutual April 2012 - Present
Ayco, A Goldman Sachs Company 2012 - 2012
AXA-Advisors, LLC November 2009 - January 2011
Citizens Bank June 2008 - August 2008
Skills
Financial Planning, Financial Services, Investments, Strategic Financial..., Wealth Management, Finance, Budget Proposals, Financial Analysis, Microsoft Excel
Education
Marist College 2005 — 2009
Bachelor of Science in Business Administration, Finance
Zinc Financial, Inc. August 2012 - Present
CBIZ and Mayer Hoffman McCann, P.C. March 2006 - August 2012
RiverRock Real Estate Group, Inc May 2005 - August 2005
Ayco, A Goldman Sachs Company April 2004 - April 2005
Skills
Forensic Accounting, Family Law, CPA, Accounting, QuickBooks, General Ledger, Bookkeeping, Accounts Payable, Financial Accounting, Leadership, Accountants
Education
California State University-Bakersfield 2008 — 2010
Coursework to Sit for CPA Exam, Accounting
Vanguard University of Southern California 1999 — 2003
Bachelor of Arts, Music Teacher Education
Crewe Advisors January 2015 - Present
Wealth Navigation Advisors, LLC June 2007 - January 2015
Contango Capital Advisors June 2005 - June 2007
AYCO, A Goldman Sachs Company June 1999 - June 2005
Skills
Investments, Retirement Planning, Asset Allocation, Finance, Financial Advisory, Insurance, Wealth, Management, Small Business, Wealth Management..., Financial Planners, High Net Worth..., Employee Benefits, Alternative Investments, Executive Management, Wealth Management, Asset Management, Series 7, Mutual Funds, Portfolio Management, Investment Management, Business Development, Securities, Investment Advisory, Strategy, Leadership
Education
Walsh College of Accountancy and Business Administration 2000 — 2001
MS Finance, Financial Planning, Tax, Economics
The College of Saint Rose 1997 — 1999
BSBA, Business, Economics, Finance
Ayco, a Goldman Sachs Company April 2015 - Present
CDPHP May 2014 - April 2015
MAXIMUS December 2013 - May 2014
GLOBALFOUNDRIES March 2012 - December 2013
Albany Medical Center October 2004 - July 2012
Skills
ITIL v3 Foundations..., Change Management, 5S, IT Operations, IT Service Management, CompTIA A+ Certification, HIPAA, Business Process..., Project Planning, Software Documentation, Technical Support, Microsoft Exchange, Databases, Help Desk Support, Information Technology, Integration, Management, Microsoft Office, Process Improvement, Vendor Management, Troubleshooting
Education
State University of New York College at Oneonta 1999 — 2004
Bishop Maginn
Ayco, a Goldman Sachs Company May 2015 - Present
Moore Real Estate Group October 2013 - February 2015
College Planning Source October 2009 - December 2012
House of Imports June 2006 - September 2009
Santa Barbara Auto Group October 2004 - June 2006
Skills
Microsoft Excel, Customer Service, Microsoft Office, Microsoft Word, PowerPoint, Time Management, Accounting, Leadership, Sales, Customer Satisfaction, Outlook, Research, Marketing, Strategic Planning, Public Speaking, Automotive Repair, Team Leadership, Finance, Automotive, Inventory Management, Management, Teamwork, Event Planning, Data Entry, Analysis
Education
California State University-Long Beach 2010 — 2013
Bachelor of Science (BS), Business Administration, Emphasis in Finance
Golden West College 2008 — 2010
Intersegmental General Education Transfer Curriculum, General Education
Elite Mercedes Benz Automotive Program, Houston, TX 2004 — 2004
Certificate of Completion: ELITE Mercedes Benz Trainning, Mercedes Benz Specialized Trainning
Universal Technical Institute of California Inc 2003 — 2004
Certification, Automotive Engineering Technology
Ayco, a Goldman Sachs Company June 2015 - Present
Irish Coffee Pub May 2013 - August 2014
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Public Speaking, Social Media, Teamwork, Customer Service, Leadership, Time Management, Research, Management, Event Planning, Social Networking, Marketing
Education
Siena College 2013 — 2016
Finance, General
Sacred Heart University 2012 — 2013
Finance, General
AJ Wealth July 2013 - Present
Convergent Wealth Advisors February 2012 - July 2013
Ayco, a Goldman Sachs Company June 2010 - February 2012
Skills
Investments, Asset Allocation, Retirement Planning, Financial Advisory, Investment Strategies, Wealth Management, Strategic Financial..., Alternative Investments, Finance, PowerPoint, Mutual Funds, Financial Modeling, Estate Planning, Financial Services, Insurance, Hedge Funds, Investment Advisory, Asset Management, Wealth Management..., Tax Preparation, Public Speaking, Microsoft Excel, Process Improvement, Financial Analysis, Leadership, Equities, Portfolio Management, Securities, Financial Planning, Client Relationship...
Education
Penn State University 2006 — 2010
Bachelor of Science, Finance
New York University 2012 — 2013
Certificate in Financial Planning
AYCO, a Goldman Sachs Company October 2013 - Present
CCH Learning Solutions Advisory Board April 2013 - Present
The Ayco Company, L.P. 2000 - Present
Skills
Training, Public Speaking, Research, Team Leadership, Time Management, Accounting, Tax Preparation, Finance, Strategic Financial..., Tax, Budgets, Analysis, Income Tax, Financial Analysis, Consulting
Education
Saint Francis University 1990 — 1992
MA
Penn State University 1985 — 1989
BS
Claysburg Kimmel HS
Ayco, a Goldman Sachs Company June 2015 - Present
The Ayco Company, L.P., a Goldman Sachs Company February 2013 - June 2015
Rational Retention April 2012 - January 2013
CommerceHub April 2010 - April 2012
CommerceHub November 2007 - April 2010
CGI May 2007 - November 2007
NYISO May 2005 - May 2007
NYISO April 2001 - May 2005
Systems1 September 2000 - April 2001
Synquest July 1999 - September 2000
Skills
SDLC, Agile Methodologies, Software Development, Team Leadership, Cloud Computing, Enterprise Architecture, Software Project..., Project Management, IT Strategy, Scrum, Cross-functional Team..., Team Building, Information Technology, Change Management, Java, Web Applications, Software Engineering, Business Analysis, Agile Project Management, Java Enterprise Edition, Organizational Change, Oracle, Microsoft SQL Server
Education
State University of New York College at Oneonta 1996 — 1998
BA, Music & Business Concentrations
Shenendehowa 1989 — 1992
Regents
Ayco, a Goldman Sachs Company 2015 - Present
Northwestern Mutual June 2014 - September 2014
Providence College September 2013 - May 2014
Ingalls & Snyder July 2013 - August 2013
Craig's Landscaping May 2013 - July 2013
Skills
Retirement Planning, Finance, Strategic Financial..., Investments, Financial Analysis, Disability Insurance, Fixed Annuities, Retirement, Insurance, Mutual Funds, Financial Modeling, Wealth Accumulation
Education
Providence College 2014 — 2015
Master of Business Administration (M.B.A.), Concentration in Finance (AASCB Accredited)
Providence College 2010 — 2014
Bachelor of Science (AASCB Accredited), Finance
Notre Dame-Bishop Gibbons 2005 — 2010
High School, Honors
Ayco, a Goldman Sachs Company May 2015 - Present
Bentley University September 2014 - Present
Adams Community Bank December 2012 - January 2015
Boston Sea Food Resturant July 2009 - January 2011
Skills
Microsoft Word, Microsoft Excel, PowerPoint, DocStar, Bloomberg, FactSet, Organization, Management, Creativity Skills
Education
Bentley University 2012 — 2016
Bachelor of Science (B.S.), Finance, General, 3.34
Hoosac Valley High School 2008 — 2012
General Education Dipolma
Ayco, a Goldman Sachs Company August 2015 - Present
Adirondack Small Cap Fund June 2014 - August 2014
Burnt Hills-Ballston Lake Maintenance Department June 2012 - August 2013
Burnt Hills-Ballston Lake Maintenance Department June 2012 - August 2013
ARAMARK June 2010 - July 2013
Skills
Mathematics, Financial Analysis, Leadership, Economics, Personal Budgeting, Exceptional Listener, Travel, Soccer, Cultural Awareness, Corporate Finance, Team Building, Microsoft Word, PowerPoint, Facebook, Entrepreneurship, Microsoft Excel, Microsoft Office, Customer Service, Public Speaking
Education
SUNY Oswego 2012 — 2015
Ayco, a Goldman Sachs Company May 2015 - Present
Informz October 2008 - April 2015
TE Connectivity May 2008 - October 2008
NYS Office of Information Technology May 2007 - January 2008
Skills
jQuery, C#, .NET, SQL, Agile Methodologies, ASP.NET MVC, jQuery UI, JavaScript, Entity Framework, LINQ, IIS, JSON, ASP, Scrum, Web Applications, MVC, Microsoft SQL Server, AJAX, Software Engineering, Angular, Dependency Injection, AOP, HTML 5, CSS3, TeamCity, MSBuild, CruiseControl, Powershell
Education
Clarkson University 2004 — 2008
Computer Engineering, Mathematics, Software Engineering
D'Agostino, Levine, Landesman & Lederman, LLP August 2014 - August 2015
D'Agostino, Levine, Landesman & Lederman, LLP August 2013 - June 2014
Ayco, a Goldman Sachs Company June 2013 - July 2013
Fordham University School of Law January 2013 - May 2013
Tax Court of New Jersey May 2012 - August 2012
CliftonLarsonAllen November 2009 - August 2011
Education
New York University 2015 — 2016
Master of Laws (LLM), Taxation (Full Time)
Fordham University School of Law 2011 — 2014
J.D.
Truman State University 2008 — 2009
Masters, Accounting
Truman State University 2004 — 2008
BS, Accounting
Ayco, a Goldman Sachs Company July 2015 - Present
Ayco, a Goldman Sachs Company 2005 - July 2015
The Albany Academies 2000 - 2004
General Electric 1987 - 1996
IBM 1984 - 1985
Education
London Business School 2004 — 2005
MiF, Finance, A/A
Rensselaer Polytechnic Institute 1986 — 1987
MS, Engineering, 3.8/4.0
Clarkson University 1982 — 1986
BS, Chemical Engineering, 3.93/4.0
Modern Wealth Advisors 2015 - Present
Ayco, a Goldman Sachs Company 2004 - 2014
Ayco, a Goldman Sachs Company 1999 - 2004
Ameriprise Financial Services, Inc. 1997 - 1999
Skills
Wealth Management, Strategic Financial..., Investment Advisory, Portfolio Management, Risk Management, Retirement Planning, Tax Planning, Estate Planning, Asset Management, Investment Strategies, Asset Allocation, Financial Planning, Securities, Financial Analysis, Management, Finance, Hedge Funds, Equities, Mutual Funds, Financial Modeling
Education
University of Southern California - Marshall School of Business 2005 — 2008
MBA
University of California, Los Angeles 1992 — 1996
Bachelors, Economics
Ayco - A Goldman Sachs Company 2004 - Present
Holland & Knight LLP 2000 - 2003
Skills
Securities Regulation, Private Equity, Securities, Strategic Planning, Due Diligence, Litigation, Commercial Litigation, Corporate Governance, Corporate Law, Licensing
Education
The College of William and Mary - Marshall Wythe Law School 1997 — 2000
JD
Cornell University 1993 — 1997
BS
Ayco, a Goldman Sachs Company January 2007 - Present
Skills
Budgets, Financial Analysis, Forecasting, Investments, Series 7, Wealth Management..., Wealth Management, Financial Modeling, Retirement Planning, Investment Advisory, Asset Allocation, Asset Management
Education
Southern Methodist University - Cox School of Business 2008 — 2010
MBA, Finance & Financial Consulting
Texas A&M University 2002 — 2006
BS, Economics, Business
Ayco, a Goldman Sachs Company April 2015 - Present
AXA US June 2012 - August 2014
AXA US October 2010 - June 2012
AXA US March 2008 - October 2010
Skills
Series 63, Financial Services, Investments, Series 6, Retirement Planning, Marketing Strategy
Education
University of Michigan 2003 — 2007
Bachelor's degree
Albany Medical Center August 2007 - Present
Motorola, Inc. March 2006 - August 2007
Ayco, A Goldman Sachs Company June 2003 - April 2005
Education
Dowling College 2006 — 2007
MBA, Corporate Finance
Siena College 2001 — 2004
Bachelor of Science, Finance
Ayco, a Goldman Sachs Company September 2006 - Present
Skills
Alternative Investments, Asset Management, Capital Markets, Estate Planning, Hedge Funds, Investments, Microsoft Office, Mutual Funds, Securities, Series 7, Strategic Financial..., Wealth Management, Asset Allocation
Education
Brooklyn Law School 2003 — 2006
JD, Law
Fordham University 1999 — 2003
B.A., Economics
Eagle Strategies, LLC / New York Life Ins. Co. April 2015 - Present
Ayco, a Goldman Sachs Company January 2008 - July 2014
Queens District Attorney's Office August 2001 - December 2007
UMDNJ June 1999 - September 1999
New York State Assembly January 1997 - July 1997
Skills
Securities, Estate Planning, Legal Research, Litigation, Legal Writing, Criminal Law, Courts, Westlaw, Appeals, Trials, Mediation, Insurance, Series 7, Financial Planners, Retirement Planning, Financial Planning
Education
Rutgers University School of Law - Newark 1998 — 2001
Doctor of Law (JD)
City University of New York-Queens College 1996 — 1998
Bachelor's Degree, Political Science & Communications
New York City Teaching Fellows June 2015 - Present
Schanker & Hochberg, P.C. May 2013 - June 2015
Ayco, A Goldman Sachs Company September 2007 - May 2013
Education
Pace University 2015 — 2017
Master’s Degree, District 75 Special Education
St. John's University School of Law 2004 — 2007
JD, Law
Emory University - Goizueta Business School 2000 — 2004
Bachelor of Business Administration, Accounting CPA and Finance
Ayco, a Goldman Sachs Company March 2015 - Present
The Ayco Company, L.P. - A Goldman Sachs Company October 1998 - 2015
Kaiser Foundation Health Plan/Community Health Plan April 1994 - October 1998
Planned Parenthood of Northeastern NY November 1989 - April 1993
Skills
Microsoft Excel, Microsoft Office, Financial Analysis, Budgets, Financial Modeling, Strategic Financial..., Business Analysis, Analysis, Data Analysis
Education
State University of New York at Albany 2000 — 2004
MBA
State University of New York College of Agriculture and Technology at Cobleskill 1996 — 1999
Bachelor, Ag Business & Marketing
Ayco, a Goldman Sachs Company June 2013 - Present
Goldman Sachs August 2000 - June 2013
Globix 1999 - 2000
ANS 1997 - 1999
Bratislava International School September 1994 - June 1995
Skills
Unix, Disaster Recovery, ITIL, Networking, Sybase, Distributed Systems, Data Center, Mergers & Acquisitions, IP, Network Engineering, Perl, Business Continuity, Hedge Funds, Virtualization, Market Data
Education
New York University - Leonard N. Stern School of Business 2002 — 2005
MBA
University of Michigan 1995 — 1997
MSEE, Electrical Engineering
Tufts University 1990 — 1994
BS, Physics
Ayco, a Goldman Sachs Company July 2015 - Present
TD Private Client Group December 2012 - June 2015
BNY Mellon Wealth Management September 2003 - November 2012
Skills
Investment Advisory, Banking, Strategic Financial..., Portfolio Management, Asset Allocation, Investments, Mutual Funds, Equities, Asset Management, Wealth Management, Fixed Income, Investment Strategies, Retirement Planning, Securities, Wealth Management..., Financial Planning, Series 7, Relationship Management, Financial Advisory, Wealth, Investment Management
Education
Penn State University
USC Marshall School of Business July 2015 - Present
Ayco, a Goldman Sachs Company August 2010 - June 2015
Citigroup October 2009 - December 2009
Skills
Fixed Income Portfolio..., Cash Flow Analysis, Risk Management, Tax Planning, Fixed Income Analysis, Financial Modeling, Financial Analysis, Finance, Investments, Fixed Income, Equities
Education
University of Southern California - Marshall School of Business 2015 — 2017
Master of Business Administration (M.B.A.), Finance
University of California, Riverside 2006 — 2010
Bachelor of Science (B.S.), Business Administration
Ayco, a Goldman Sachs Company July 2015 - Present
The Ayco Company, L.P., a Goldman Sachs Company August 2007 - Present
Jazzercise February 1999 - December 2011
Advanced Targeting Systems October 2003 - October 2005
HandyWorks, LLC October 1999 - February 2000
Mariner Health Care May 1995 - October 1999
Skills
Microsoft Office 2007, Office Management, Purchasing, Biotechnology, Medical Supplies, Furniture, Outlook, Customer Service, Microsoft Office, PowerPoint, Excel, Inventory Management, Word, Customer Relations, Budgeting, Event Planning, Promotions, Event Management, Public Speaking, Administration, Writing, Supervisory Skills, Budgets, Microsoft Excel, Microsoft Word, Asset Allocation, Analysis, Coaching, Leadership, Lotus Notes, Management, Marketing, Medical Equipment, Process Improvement, Project Management, Public Relations, Risk Management, Strategic Planning, System Administration, Team Building, Training
Education
University of Connecticut 1981 — 1985
B.A., French
Lake Forest Graduate School of Management
MBA
Deloitte January 2015 - Present
Thomson Reuters August 2011 - December 2014
Ayco, a Goldman Sachs Company August 2010 - May 2011
First Investors Corporation June 2010 - August 2010
Ayco, a Goldman Sachs Company January 2010 - August 2010
Skills
Financial Analysis, Bloomberg, Fixed Income, Data Analysis, Valuation, Microsoft Excel, Capital Markets, Equities, Equity Research, PowerPoint, Access, Microsoft Office, Microsoft Word, Research, Financial Reporting, Loan Pricing, Market Research, Syndications, Credit Analysis, Reuters 3000, Reuters, Thomson Reuters Loan..., SEC filings, Loans, Teamwork, Customer Oriented, Foreign Languages, Bloomberg Terminal
Education
State University of New York at Albany 2007 — 2011
Bachelor of Science, Economics
University at Albany, SUNY
Bachelor's degree
Ayco, a Goldman Sachs Company October 2010 - Present
Fellowship Church September 2003 - March 2010
Education
Arizona State University 1994 — 1996
English
Ayco, a Goldman Sachs Company March 2015 - Present
Shenzhen Educational Bureau September 2011 - July 2014
Aflac January 2011 - May 2011
Mangiamos Italian Restaurant May 2010 - August 2010
Skills
Finance, Accounting, Microsoft Office, Mandarin, Sourcing, International Relations, Import Export, TEFL, Academic Tutoring, Business English, Public Speaking, Coaching
Education
University at Albany, SUNY 2015 — 2018
Master of Business Administration (MBA), Finance
北京大学 (Peking University) 2011 — 2011
Mandarin
State University at Plattsburgh 2007 — 2011
Bachelors of Science, Finance, Economics
Ayco, a Goldman Sachs Company April 2015 - Present
MUFG Union Bank, N.A. June 2014 - April 2015
Wells Fargo Bank, N.A. September 2012 - May 2014
Enterprise Rent-A-Car September 2011 - August 2012
UCI Bookstore August 2009 - September 2011
First Investors Corporation September 2010 - December 2010
Skills
Marketing, Retail Banking, Sales, Customer Satisfaction, Management, Finance, Customer Service, Analysis, Financial Analysis, Social Networking, Time Management, Public Speaking
Education
University of California, Irvine 2007 — 2011
Bachelor of Arts, Business Economics
Mercer Global Advisors June 2015 - Present
Destination Wealth Management March 2011 - May 2015
Ayco, a Goldman Sachs Company September 2006 - February 2011
US Army August 2000 - August 2005
Skills
Wealth Management, Investments, Asset Allocation, Strategic Financial..., Retirement Planning, Income Tax, Investment Management, Mutual Funds, Personal Income Tax..., High Net Worth..., Wealth Management..., Estate Planning, Portfolio Management, Investment Strategies, Alternative Investments
Education
Austin Peay State University 2004 — 2006
Bachelor of Business Administration (B.B.A.), Finance
Ayco, a Goldman Sachs Company June 2013 - Present
Merrill Lynch June 2012 - August 2012
Nordstrom May 2012 - August 2012
Saving Face May 2012 - August 2012
Newport Cardiovascular Associates May 2009 - August 2009
Skills
Financial Analysis, Microsoft Excel, Sales, Investments, Cash Flow, Income Tax, Consulting, Tax Preparation, Series 7, Series 66, Tax Returns, Microsoft Word, Microsoft Office, Bloomberg Terminal, PowerPoint
Education
Southern Methodist University 2009 — 2013
Bachelors, Business Administration; Finance
Corona del Mar High School, Newport Beach, CA 2005 — 2009
Ayco, a Goldman Sachs Company March 2015 - Present
Gaotime January 2014 - July 2014
Adirondack Small Cap Fund August 2013 - January 2014
Macalester College January 2013 - May 2013
Jim Graves for Congress September 2012 - November 2012
Skills
VBA, Matlab, LaTeX, Python, Stata, R Studio
Education
Macalester College 2009 — 2013
Bachelor of Arts (B.A.), Economics, Chinese
London School of Economics and Political Science 2011 — 2012
General Course, Department of Philosophy and the Scientific Method
Albany High School 2004 — 2009
International Baccalaureate
Ayco, a Goldman Sachs Company August 2014 - Present
Ayco, a Goldman Sachs Company July 2013 - August 2014
Ayco, a Goldman Sachs Company August 2010 - July 2013
Morgan Stanley June 2009 - August 2010
Citi November 2006 - June 2009
Education
Union College 2011 — 2014
Master of Business Administration (MBA), Finance & Economics
State University of New York at Oswego 2002 — 2006
Ayco, a Goldman Sachs Company April 2015 - Present
Scottrade January 2002 - April 2015
TD Waterhouse January 1996 - January 2002
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, English, Windows, Research, Outlook, Strategic Planning, Sales Management, Series 7, Series 63, Series 24
Education
SUNY Potsdam 1993 — 1995
Bachelor of Arts (B.A.), Economics
Schenectady County Community College 1991 — 1993
Associate's degree, Business Administration and Management, General
Arthur M.Cohen and Associates January 1989 - Present
Ayco, a Goldman Sachs Company January 1988 - January 1989
Arthur Andersen August 1986 - December 1988
Skills
Accounting, Financial Planning, Tax Returns, Tax
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1986 — 1989
Masters in Taxation, Tax accounting
University of Michigan Business School 1982 — 1986
bachelors of business administration
Wright Graduate school for personal Development
Personal development and cognative learning
Ayco, a Goldman Sachs Company April 2013 - Present
Untracht Early LLC August 2012 - April 2013
Untracht Early LLC January 2010 - August 2012
Mosaic Wealth Management Group, Inc August 2009 - December 2009
Skills
Tax Planning, Tax Preparation, Tax, Income Tax, Financial Planning, Estate Planning, Partnership Taxation, Tax Returns, Accounting, Financial Reporting, QuickBooks, Bank Reconciliation, Bookkeeping, Account Reconciliation, Financial Analysis, Trusts, Microsoft Excel, ProSystem fx Tax, CCH Intelliconnect
Education
University of Central Florida 2009 — 2010
Master of Science (M.S.), Accounting
University of Central Florida 2006 — 2009
Bachelor of Science (B.S.), Accounting
Ayco, a Goldman Sachs Company June 2015 - Present
The Ayco Company, L.P., a Goldman Sachs Company September 2014 - Present
Strategies for Wealth June 2014 - August 2014
Ameriprise Financial Services, Inc. January 2014 - June 2014
Phi Gamma Delta November 2013 - June 2014
Skills
Econometrics, Macroeconomics, Microeconomics, Monetary Economics, Financial Analysis, Spanish, Financial Modeling, Finance, Corporate Finance, Due Diligence, Accounting, Financial Reporting, Valuation, Risk Management, Fixed Income, Microsoft Office, Microsoft Excel
Education
Union College 2011 — 2015
Managerial Economics, Spanish
Spackenkill High School
Spackenkill High School
Ayco, a Goldman Sachs Company September 2015 - Present
Hertz June 2015 - August 2015
Education
University of Pittsburgh 2012 — 2016
Finance
Ayco - A Goldman Sachs Company June 2014 - Present
Skills
Outlook, Microsoft Excel
Education
Clarkson University 2010 — 2014
Bachelor's degree, Financial Information & Analysis
Ayco, a Goldman Sachs Company May 2015 - Present
KeyBank September 2014 - May 2015
Citizens Bank 2004 - 2014
Skills
Banking, Commercial Banking, Consumer Lending, Small Business Lending, Retail Banking, Relationship Management, Mortgage Lending, Loans, Lines Of Credit, Customer Service, Credit, Commercial Lending, Credit Analysis, Cross Selling, Loan Origination
Education
Siena College 2002 — 2006
Bachelor of Arts (B.A.), Psychology
Ayco, a Goldman Sachs Company April 2015 - Present
Rensselaer Polytechnic Institute September 2014 - November 2014
Rensselaer Polytechnic Institute May 2014 - August 2014
Rensselaer Polytechnic Institute May 2013 - August 2013
Target October 2011 - August 2012
Skills
Cross-functional..., Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Data Analysis, Customer Service, Teamwork, Leadership, Public Speaking, Time Management, Project Management
Education
Rensselaer Polytechnic Institute 2014 — 2015
Master of Science (MS), Quantitative Finance and Risk Analytics (QFRA)
Rensselaer Polytechnic Institute - The Lally School of Management and Technology 2010 — 2014
Bachelor of Science (B.S.), Business and Management
Ayco, a Goldman Sachs Company June 2014 - Present
Ayco, a Goldman Sachs Company July 2012 - June 2014
Skills
Financial Planning, Financial Analysis, Wealth Management, Investment Advisory, Portfolio Management, High Net Worth..., Investment Strategies, Personal Income Tax..., Tax Law, Retirement Planning, College Education..., Estate Planning, Estate Tax Planning
Education
Montclair State University 2009 — 2014
Bachelor of Business Administration (B.B.A.), Accounting, 3.908 Major GPA; 3.815 Cumulative GPA
Ayco, a Goldman Sachs Company January 1997 - Present
Education
Siena College
Bachelor of Business Administration (B.B.A.), Accounting