Gilman & Ciocia
Industry: Company
DescriptionHeadquarters: Poughkeepsie, NY Founded: 1981 Subsidiaries: e1040.com, Prime Capital Services Inc., Parent organization: National Holdings People also search for: National Holdings, National Securities, Vfinance, National Insurance Corporation
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Gilman & Ciocia Employees
Employee
Years
Job
Industry
Tersila Cavanna-Fernando Tersila Cavanna-Fernando's Gilman & Ciocia Experience 2011 - 2011
Job Great eye for detail
Industry Legal Services
Experience
Gilman & Ciocia 2011 - 2011
RAIN, Inc. April 2007 - March 2009
TK Worldwide, Inc. November 2004 - May 2005
Darby & Darby May 2000 - October 2002
Skills
Great eye for detail, Work Autonomously, Wordperfect, Legal Assistance, Administrative..., Office Management, Intellectual Property, Office Administration, Accounts Payable, Calendaring, Filing, Data Entry, Litigation Support, Receptionist Duties, Multi-line Phone, Legal Documents, File Management, Problem Solving, Energetic team player, Multi Tasking, Quick Thinker, Front to Back Office, Microsoft Word, Customer Experience
Education
John Jay College of Criminal Justice 1997 — 2011
Bachelor of Science (BS), Legal Studies, General
Borough of Manhattan Community College 1985 — 1995
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
Gilman & Ciocia 2011 - 2011
RAIN, Inc. April 2007 - March 2009
TK Worldwide, Inc. November 2004 - May 2005
Darby & Darby May 2000 - October 2002
Skills
Great eye for detail, Work Autonomously, Wordperfect, Legal Assistance, Administrative..., Office Management, Intellectual Property, Office Administration, Accounts Payable, Calendaring, Filing, Data Entry, Litigation Support, Receptionist Duties, Multi-line Phone, Legal Documents, File Management, Problem Solving, Energetic team player, Multi Tasking, Quick Thinker, Front to Back Office, Microsoft Word, Customer Experience
Education
John Jay College of Criminal Justice 1997 — 2011
Bachelor of Science (BS), Legal Studies, General
Borough of Manhattan Community College 1985 — 1995
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
Ira Martin Ira Martin's Gilman & Ciocia Experience January 2002 - February 2004
Job Executive Vice President/ Chief Operating Officer at Atlantic Partners Corporation
Industry Staffing and Recruiting
Experience
Atlantic Partners Corporation March 2014 - Present
Atlantic Partners November 2013 - March 2014
Martin Touch Consulting 2005 - 2013
Gilman & Ciocia January 2002 - February 2004
Gilman & Ciocia January 2000 - January 2002
Inline Financial Group January 1996 - January 2000
Education
Hofstra University 1981 — 1984
Bachelor of Science (BS), Social Sciences
Longwood
Atlantic Partners Corporation March 2014 - Present
Atlantic Partners November 2013 - March 2014
Martin Touch Consulting 2005 - 2013
Gilman & Ciocia January 2002 - February 2004
Gilman & Ciocia January 2000 - January 2002
Inline Financial Group January 1996 - January 2000
Education
Hofstra University 1981 — 1984
Bachelor of Science (BS), Social Sciences
Longwood
Kim Colbert Kim Colbert's Gilman & Ciocia Experience August 1999 - January 2001
Job Legal and Employee Relations
Industry Legal Services
Experience
Daymon Worldwide July 2014 - Present
Daymon Worldwide April 2012 - Present
National Basketball Association October 2010 - March 2012
EEOC October 2010 - May 2011
National Basketball Association March 2001 - June 2010
Gilman & Ciocia August 1999 - January 2001
Approach, Inc. April 1998 - August 1999
Skills
Employment Law, Employee Relations, FLSA, FMLA, Deferred Compensation
Education
Fordham University School of Law 2006 — 2010
Juris Doctor, Law
Pace University 1994 — 1997
MBA, Human Resources Management
Temple University 1990 — 1994
BBA, Business Law
Daymon Worldwide July 2014 - Present
Daymon Worldwide April 2012 - Present
National Basketball Association October 2010 - March 2012
EEOC October 2010 - May 2011
National Basketball Association March 2001 - June 2010
Gilman & Ciocia August 1999 - January 2001
Approach, Inc. April 1998 - August 1999
Skills
Employment Law, Employee Relations, FLSA, FMLA, Deferred Compensation
Education
Fordham University School of Law 2006 — 2010
Juris Doctor, Law
Pace University 1994 — 1997
MBA, Human Resources Management
Temple University 1990 — 1994
BBA, Business Law
Stephanie Bauer Stephanie Bauer's Gilman & Ciocia Experience January 2012 - April 2012
Job Audit Associate at KPMG US
Industry Accounting
Experience
KPMG US May 2015 - Present
KPMG US June 2014 - August 2014
Marks Paneth LLP September 2012 - May 2014
KPMG US May 2013 - May 2013
Broadridge June 2012 - September 2012
McDonald's Corporation September 2006 - June 2012
Gilman & Ciocia January 2012 - April 2012
Local Union 338 June 2011 - January 2012
Skills
Journal Entries, Microsoft Word, Microsoft Excel, Negotiation, Financial Statements, Leadership, Finance, Microsoft Office, Financial Analysis, Auditing, QuickBooks, Accounting, Tax, Sales, Outlook, Invoicing, PowerPoint, Strategic Planning, Customer Service, Investments, Financial Modeling, Access, Account Reconciliation
Education
Molloy College 2010 — 2015
Dual Degree Program - B.S. in Accounting & M.B.A in Finance, Accounting and Finance
New Hyde Park Memorial High School 2006 — 2010
KPMG US May 2015 - Present
KPMG US June 2014 - August 2014
Marks Paneth LLP September 2012 - May 2014
KPMG US May 2013 - May 2013
Broadridge June 2012 - September 2012
McDonald's Corporation September 2006 - June 2012
Gilman & Ciocia January 2012 - April 2012
Local Union 338 June 2011 - January 2012
Skills
Journal Entries, Microsoft Word, Microsoft Excel, Negotiation, Financial Statements, Leadership, Finance, Microsoft Office, Financial Analysis, Auditing, QuickBooks, Accounting, Tax, Sales, Outlook, Invoicing, PowerPoint, Strategic Planning, Customer Service, Investments, Financial Modeling, Access, Account Reconciliation
Education
Molloy College 2010 — 2015
Dual Degree Program - B.S. in Accounting & M.B.A in Finance, Accounting and Finance
New Hyde Park Memorial High School 2006 — 2010
Ann E. Corniel Ann E. Corniel's Gilman & Ciocia Experience 2005 - 2006
Job Alliance Operations Manager at Florida Hospital
Industry Hospital & Health Care
Experience
Florida Hospital January 2010 - Present
New Hope Community, Inc. 2006 - 2007
Gilman & Ciocia 2005 - 2006
D'Arcangelo & Co., LLP 2001 - 2005
Skills
Operations Management, Strategic Alliances, Alliance-building, Business Alliance..., Executive Level..., Healthcare Consulting, Event Management, Project Management, Nonprofits, Sponsorship, Salesforce.com, Budget Management, Earned Value Management, Customer Service, Contract Management, Revenue Cycle, Account Management, Hospitals, Healthcare
Education
Pace University-Pleasantville/Briarcliff Campus 2000 — 2004
Bachelor's Degree, Psychology and Applied Human Relations, 3.7 GPA
Florida Hospital January 2010 - Present
New Hope Community, Inc. 2006 - 2007
Gilman & Ciocia 2005 - 2006
D'Arcangelo & Co., LLP 2001 - 2005
Skills
Operations Management, Strategic Alliances, Alliance-building, Business Alliance..., Executive Level..., Healthcare Consulting, Event Management, Project Management, Nonprofits, Sponsorship, Salesforce.com, Budget Management, Earned Value Management, Customer Service, Contract Management, Revenue Cycle, Account Management, Hospitals, Healthcare
Education
Pace University-Pleasantville/Briarcliff Campus 2000 — 2004
Bachelor's Degree, Psychology and Applied Human Relations, 3.7 GPA
Janet Prince Janet Prince's Gilman & Ciocia Experience 2007 - 2008
Job Insurance Agency Owner
Industry Insurance
Experience
Tanner-Prince Agency September 2008 - Present
Gilman & Ciocia 2007 - 2008
Gilman & Ciocia Inc 2007 - 2008
Skills
Small Business, Investments, Advertising, Employee Benefits, Finance, Real Estate, Investment Properties, Selling, Sales, Real Estate Transactions, Investors, Commercial Real Estate, Marketing, New Business Development, Team Building, Sales Management, Strategic Financial..., Strategic Planning, Property Management, Customer Service, Training, Leadership, Insurance
Education
Marist College 1998 — 2001
Master of Public Administration (MPA), Non-Profit/Public/Organizational Management
Marist College 1998 — 2001
Bachlors of Art, Political Science
Dutchess Community College 1978 — 1980
A.A.S., Business Administration
Tanner-Prince Agency September 2008 - Present
Gilman & Ciocia 2007 - 2008
Gilman & Ciocia Inc 2007 - 2008
Skills
Small Business, Investments, Advertising, Employee Benefits, Finance, Real Estate, Investment Properties, Selling, Sales, Real Estate Transactions, Investors, Commercial Real Estate, Marketing, New Business Development, Team Building, Sales Management, Strategic Financial..., Strategic Planning, Property Management, Customer Service, Training, Leadership, Insurance
Education
Marist College 1998 — 2001
Master of Public Administration (MPA), Non-Profit/Public/Organizational Management
Marist College 1998 — 2001
Bachlors of Art, Political Science
Dutchess Community College 1978 — 1980
A.A.S., Business Administration
Jaime Quintana Jaime Quintana's Gilman & Ciocia Experience 2015 - 2015
Job Staff Accountant at Baker Tilly Virchow Krause, LLP
Industry Accounting
Experience
Baker Tilly Virchow Krause, LLP September 2015 - Present
Darden January 2007 - Present
Gilman & Ciocia 2015 - 2015
Gilman & Ciocia 2014 - 2014
Skills
Financial Accounting, US GAAP, IFRS, Financial Statement..., Personal Income Tax..., Variance Analysis, Partnership Taxation, Sarbanes-Oxley Act, Forecasting, Inventory Analysis, Microsoft Dynamics GP, IDEA- Data Analysis...
Education
State University of New York College at Old Westbury 2014 — 2015
Master of Science (M.S.), Accounting, 3.9
State University of New York College at Old Westbury 2008 — 2010
Bachelor of Science (B.S.), Accounting, 3.64
Nassau Community College 2005 — 2007
Associate of Science (A.S.), Business Administration, 3.7
Baker Tilly Virchow Krause, LLP September 2015 - Present
Darden January 2007 - Present
Gilman & Ciocia 2015 - 2015
Gilman & Ciocia 2014 - 2014
Skills
Financial Accounting, US GAAP, IFRS, Financial Statement..., Personal Income Tax..., Variance Analysis, Partnership Taxation, Sarbanes-Oxley Act, Forecasting, Inventory Analysis, Microsoft Dynamics GP, IDEA- Data Analysis...
Education
State University of New York College at Old Westbury 2014 — 2015
Master of Science (M.S.), Accounting, 3.9
State University of New York College at Old Westbury 2008 — 2010
Bachelor of Science (B.S.), Accounting, 3.64
Nassau Community College 2005 — 2007
Associate of Science (A.S.), Business Administration, 3.7
Paula Barba Paula Barba's Gilman & Ciocia Experience January 1995 - January 2010
Job Personal and Corporate Tax Accountant
Industry Accounting
Experience
PB Tax & Accounting Services January 2010 - Present
Gilman + Ciocia January 1995 - January 2010
Skills
Microsoft Excel, Tax, Accounting, QuickBooks, Tax Preparation, Tax Accounting, Financial Reporting, Corporate Tax, Income Tax, Tax Returns
Education
Queens College
Bachelor's degree, Accounting
PB Tax & Accounting Services January 2010 - Present
Gilman + Ciocia January 1995 - January 2010
Skills
Microsoft Excel, Tax, Accounting, QuickBooks, Tax Preparation, Tax Accounting, Financial Reporting, Corporate Tax, Income Tax, Tax Returns
Education
Queens College
Bachelor's degree, Accounting
Jessica Vega, MBA Jessica Vega, MBA's Gilman & Ciocia Experience March 2011 - January 2013
Job Senior Corporate Accountant
Industry Accounting
Experience
Arch Capital Services Inc July 2014 - Present
Armored AutoGroup January 2013 - July 2014
Gilman & Ciocia March 2011 - January 2013
CIT Group March 2010 - March 2011
BD March 2009 - March 2010
BD November 2005 - March 2009
Newburgh Auto Auction 2001 - 2003
Skills
Variance Analysis, Accounting, Budgets, Financial Analysis, Sarbanes-Oxley Act, Financial Reporting, Hyperion Enterprise, Forecasting, SAP, General Ledger, Financial Accounting, Corporate Finance, Finance, GAAP, US GAAP, Organizational...
Education
Mount Saint Mary College 2006 — 2008
MBA, Finance, General
Mount Saint Mary College 1997 — 2001
BS, Accounting
Arch Capital Services Inc July 2014 - Present
Armored AutoGroup January 2013 - July 2014
Gilman & Ciocia March 2011 - January 2013
CIT Group March 2010 - March 2011
BD March 2009 - March 2010
BD November 2005 - March 2009
Newburgh Auto Auction 2001 - 2003
Skills
Variance Analysis, Accounting, Budgets, Financial Analysis, Sarbanes-Oxley Act, Financial Reporting, Hyperion Enterprise, Forecasting, SAP, General Ledger, Financial Accounting, Corporate Finance, Finance, GAAP, US GAAP, Organizational...
Education
Mount Saint Mary College 2006 — 2008
MBA, Finance, General
Mount Saint Mary College 1997 — 2001
BS, Accounting
Ryan Schafer Ryan Schafer's Gilman & Ciocia Experience February 2009 - August 2011
Job Territory Manager at Apria Healthcare
Industry Hospital & Health Care
Experience
UConn Men's Crew June 2014 - Present
UConn Men's Crew June 2014 - May 2015
University of Connecticut Transportation Services October 2011 - May 2015
Ralph Lauren June 2014 - August 2014
Orange Regional Medical Center May 2014 - August 2014
Ralph Lauren May 2012 - June 2014
Orange Regional Medical Center May 2013 - August 2013
University of Connecticut Residential Life August 2012 - May 2013
Town of Newburgh Receation June 2011 - August 2012
Gilman & Ciocia February 2009 - August 2011
Skills
Teamwork, Fundraising, Troubleshooting, Training, Access, Matlab, Higher Education, Cash Management, Management, Leadership, Communication
Education
The University of Connecticut 2011 — 2015
Bachelor of Science (BS), Biomedical Engineering
The University of Connecticut School of Business 2014 — 2015
Certificate, Healthcare Information Technology
Newburgh Free Academy 2008 — 2011
High School Diploma, Honors/Regents High School/Secondary Diploma Program
UConn Men's Crew June 2014 - Present
UConn Men's Crew June 2014 - May 2015
University of Connecticut Transportation Services October 2011 - May 2015
Ralph Lauren June 2014 - August 2014
Orange Regional Medical Center May 2014 - August 2014
Ralph Lauren May 2012 - June 2014
Orange Regional Medical Center May 2013 - August 2013
University of Connecticut Residential Life August 2012 - May 2013
Town of Newburgh Receation June 2011 - August 2012
Gilman & Ciocia February 2009 - August 2011
Skills
Teamwork, Fundraising, Troubleshooting, Training, Access, Matlab, Higher Education, Cash Management, Management, Leadership, Communication
Education
The University of Connecticut 2011 — 2015
Bachelor of Science (BS), Biomedical Engineering
The University of Connecticut School of Business 2014 — 2015
Certificate, Healthcare Information Technology
Newburgh Free Academy 2008 — 2011
High School Diploma, Honors/Regents High School/Secondary Diploma Program
Clarissa Goins Clarissa Goins's Gilman & Ciocia Experience 2007 - 2007
Job Compliance Officer at Bank of Millbrook
Industry Banking
Experience
Bank of Millbrook July 2014 - Present
Riverside Bank January 2013 - July 2014
Riverside Bank November 2007 - December 2012
Gilman & Ciocia 2007 - 2007
Rhinebeck Savings Bank 1997 - 2006
MiCRUS 1995 - 1997
Hess's Department Store 1985 - 1988
Skills
Financial Analysis, Risk Management, Retail Banking, Portfolio Management, Accounting, Credit, Underwriting, Financial Reporting, Management, Auditing, Finance, Banking, Consumer Lending, Customer Service, Credit Analysis, Commercial Banking, Analysis, PowerPoint, Policy, Microsoft Office, Commercial Lending, Team Building, Process Improvement, Treasury Management, Public Speaking, Loans, Financial Risk, Mortgage Lending, Access, Coaching, Budgets, Leadership
Education
Walden University 2011 — 2014
Doctor of Business Administration, Social Impact Management
Mount Saint Mary College 2006 — 2007
MBA, Management
Beacon High School 1982 — 1985
High School diploma.
Bank of Millbrook July 2014 - Present
Riverside Bank January 2013 - July 2014
Riverside Bank November 2007 - December 2012
Gilman & Ciocia 2007 - 2007
Rhinebeck Savings Bank 1997 - 2006
MiCRUS 1995 - 1997
Hess's Department Store 1985 - 1988
Skills
Financial Analysis, Risk Management, Retail Banking, Portfolio Management, Accounting, Credit, Underwriting, Financial Reporting, Management, Auditing, Finance, Banking, Consumer Lending, Customer Service, Credit Analysis, Commercial Banking, Analysis, PowerPoint, Policy, Microsoft Office, Commercial Lending, Team Building, Process Improvement, Treasury Management, Public Speaking, Loans, Financial Risk, Mortgage Lending, Access, Coaching, Budgets, Leadership
Education
Walden University 2011 — 2014
Doctor of Business Administration, Social Impact Management
Mount Saint Mary College 2006 — 2007
MBA, Management
Beacon High School 1982 — 1985
High School diploma.
Jeremy Chromik, MBA's Gilman & Ciocia Experience June 2013 - April 2015
Job Broker at VR Business Brokers | Mergers & Acquisitions
Industry Financial Services
Experience
VR Business Brokers Mergers & Acquisitions April 2015 - Present
Gilman & Ciocia June 2013 - April 2015
John Hancock Financial Network May 2011 - June 2013
Branch Banking & Trust Corporation October 2006 - January 2011
Skills
Investments, Finance, Insurance, Financial Planning, Retirement, Management, Financial Services, Investment Advisory, Fixed Annuities, Banking, Mutual Funds, Customer Service, Strategic Financial..., Strategic Planning, Portfolio Management, Retirement Planning, Leadership, Investment Banking, Wealth Management, Financial Analysis, Sales, Estate Planning, Asset Management, Employee Benefits, Marketing, Public Speaking, Loans, Life Insurance, Financial Advisory, 401k, Team Building, Securities, Asset Managment, Account Management, Mortgage Lending, Term Life Insurance, Coaching, Human Resources, Outlook, Microsoft Excel
Education
Lynn University 2010 — 2011
Master of Business Administration (M.B.A.), Financial Valuation Investment Management
Lynn University 2004 — 2006
Bachelor's degree, Hospitality Administration/Management
Cardinal Gibbons 1996 — 1999
High School Diploma
VR Business Brokers Mergers & Acquisitions April 2015 - Present
Gilman & Ciocia June 2013 - April 2015
John Hancock Financial Network May 2011 - June 2013
Branch Banking & Trust Corporation October 2006 - January 2011
Skills
Investments, Finance, Insurance, Financial Planning, Retirement, Management, Financial Services, Investment Advisory, Fixed Annuities, Banking, Mutual Funds, Customer Service, Strategic Financial..., Strategic Planning, Portfolio Management, Retirement Planning, Leadership, Investment Banking, Wealth Management, Financial Analysis, Sales, Estate Planning, Asset Management, Employee Benefits, Marketing, Public Speaking, Loans, Life Insurance, Financial Advisory, 401k, Team Building, Securities, Asset Managment, Account Management, Mortgage Lending, Term Life Insurance, Coaching, Human Resources, Outlook, Microsoft Excel
Education
Lynn University 2010 — 2011
Master of Business Administration (M.B.A.), Financial Valuation Investment Management
Lynn University 2004 — 2006
Bachelor's degree, Hospitality Administration/Management
Cardinal Gibbons 1996 — 1999
High School Diploma
Scott Fiumara Scott Fiumara's Gilman & Ciocia Experience 1996 - 2006
Job Independent Investment Management Professional
Industry Investment Management
Experience
Professional Tax Savers- Invest Financial Corporation 1995 - Present
Pinnacle tax advisors and Gilman & Ciocia January 1995 - January 2007
Gilman & Ciocia 1996 - 2006
Skills
Investments, Portfolio Management, Asset Managment, Financial Analysis, Series 7, Wealth Management, Retirement Planning, Financial Modeling, Strategic Financial..., Mutual Funds, Valuation, Tax Preparation, Tax, Series 63, Securities, Retirement, Private Equity, Investment Strategies, Investment Management, Investment Advisory, High Net Worth..., Hedge Funds, Fixed Income, Financial Planning, Financial Planners, Finance, Equities, Due Diligence, Corporate Finance, Capital Markets, Bonds, Bloomberg, Asset Management, Asset Allocation, Alternative Investments
Education
New York Institute of Technology 1992 — 1994
Bachelors, Finance
Professional Tax Savers- Invest Financial Corporation 1995 - Present
Pinnacle tax advisors and Gilman & Ciocia January 1995 - January 2007
Gilman & Ciocia 1996 - 2006
Skills
Investments, Portfolio Management, Asset Managment, Financial Analysis, Series 7, Wealth Management, Retirement Planning, Financial Modeling, Strategic Financial..., Mutual Funds, Valuation, Tax Preparation, Tax, Series 63, Securities, Retirement, Private Equity, Investment Strategies, Investment Management, Investment Advisory, High Net Worth..., Hedge Funds, Fixed Income, Financial Planning, Financial Planners, Finance, Equities, Due Diligence, Corporate Finance, Capital Markets, Bonds, Bloomberg, Asset Management, Asset Allocation, Alternative Investments
Education
New York Institute of Technology 1992 — 1994
Bachelors, Finance
Tyler Fandl's Gilman & Ciocia Experience July 2008 - August 2008
Job Head of Business Development at Qinetic Live
Industry Internet
Experience
Qinetic Live February 2015 - Present
eleven22 October 2013 - Present
Ubinaptyx February 2009 - Present
Errund December 2010 - October 2013
The Cowen Group May 2011 - August 2011
Merrill Lynch May 2010 - August 2010
IBM May 2009 - December 2009
Gilman & Ciocia July 2008 - August 2008
Six Sigma Qualtec May 2008 - June 2008
Regeneron Pharmaceuticals June 2007 - August 2007
Education
Amherst College
BA, Economics, Environmental Science
New York University 2009 — 2009
Finance
Qinetic Live February 2015 - Present
eleven22 October 2013 - Present
Ubinaptyx February 2009 - Present
Errund December 2010 - October 2013
The Cowen Group May 2011 - August 2011
Merrill Lynch May 2010 - August 2010
IBM May 2009 - December 2009
Gilman & Ciocia July 2008 - August 2008
Six Sigma Qualtec May 2008 - June 2008
Regeneron Pharmaceuticals June 2007 - August 2007
Education
Amherst College
BA, Economics, Environmental Science
New York University 2009 — 2009
Finance
Brooke Emmett Brooke Emmett's Gilman & Ciocia Experience January 2012 - April 2012
Job Campaign Manager at The Leukemia & Lymphoma Society
Industry Public Relations and Communications
Experience
The Leukemia & Lymphoma Society February 2015 - Present
The Leukemia & Lymphoma Society April 2013 - Present
Days Inn December 2009 - March 2013
Gilman & Ciocia January 2012 - April 2012
Cinderella4aday May 2011 - August 2011
Cumulus Media of the June 2010 - August 2010
Skills
Customer Service, Hospitality, Microsoft Office, Front Office, Event Planning, Hospitality Industry, Advertising, Attention To Detail, Written Skills, Oral Communications, Marketing Communications, Social Media, Public Speaking, Public Relations, Written Communication, Team-oriented, Superior Computer Skills, PowerPoint, Microsoft Word, Blogging, Event Management, Facebook, Social Networking, Time Management, Fundraising, Leadership, Corporate Events
Education
SUNY Cortland 2010 — 2011
Bachelors, Communication Studies
DUTCHESS COMMUNITY COLLEGE, THE STATE UNIVERSITY OF NEW YORK 2009 — 2010
Associates, Liberal Arts & Sciences; Humanities and Social Sciences
Arlington High School
The Leukemia & Lymphoma Society February 2015 - Present
The Leukemia & Lymphoma Society April 2013 - Present
Days Inn December 2009 - March 2013
Gilman & Ciocia January 2012 - April 2012
Cinderella4aday May 2011 - August 2011
Cumulus Media of the June 2010 - August 2010
Skills
Customer Service, Hospitality, Microsoft Office, Front Office, Event Planning, Hospitality Industry, Advertising, Attention To Detail, Written Skills, Oral Communications, Marketing Communications, Social Media, Public Speaking, Public Relations, Written Communication, Team-oriented, Superior Computer Skills, PowerPoint, Microsoft Word, Blogging, Event Management, Facebook, Social Networking, Time Management, Fundraising, Leadership, Corporate Events
Education
SUNY Cortland 2010 — 2011
Bachelors, Communication Studies
DUTCHESS COMMUNITY COLLEGE, THE STATE UNIVERSITY OF NEW YORK 2009 — 2010
Associates, Liberal Arts & Sciences; Humanities and Social Sciences
Arlington High School
Chris Giannotta Chris Giannotta's Gilman & Ciocia Experience August 2001 - January 2007
Job
Industry Medical Practice
Experience
Heartland Homehealth & Hospice Account Liason, HCR Manorcare-BrowardHCR ManorCareJuly 2013 - April 2014
The Millard Group July 2010 - July 2013
UniFirst Corporation February 2008 - July 2010
UniFirst Corporation February 2007 - February 2008
Valentinos Italian Restaurant January 1997 - February 2008
Gilman & Ciocia August 2001 - January 2007
Skills
Sales Management, Advertising, Database Management, Cold Calling, B2B, Management, Strategic Planning, Sales, Sales Process, Database Admin, Account Management, Customer Service, Training, Team Building, Marketing, Recruiting, Sales Presentations, Qualifying Prospects, Leadership, Selling, Sales Operations, Salesforce.com, Key Account Management, New Business Development, Sales Force Development, Contract Negotiation, Customer Satisfaction, Business Development, Key Account Development, Negotiation, Operations Management, Market Planning, Deal Closure, Direct Sales, Marketing Strategy, CRM, Customer Retention, Income Statement, Time Management, Budgets, Lead Generation, Coaching, Building Relationships, Team Leadership, P&L
Education
University of Central Florida 1998 — 2000
Communications
Eastern Florida State College 1995 — 1998
AA, Comunications
Astronaut High School 1991 — 1995
Heartland Homehealth & Hospice Account Liason, HCR Manorcare-BrowardHCR ManorCareJuly 2013 - April 2014
The Millard Group July 2010 - July 2013
UniFirst Corporation February 2008 - July 2010
UniFirst Corporation February 2007 - February 2008
Valentinos Italian Restaurant January 1997 - February 2008
Gilman & Ciocia August 2001 - January 2007
Skills
Sales Management, Advertising, Database Management, Cold Calling, B2B, Management, Strategic Planning, Sales, Sales Process, Database Admin, Account Management, Customer Service, Training, Team Building, Marketing, Recruiting, Sales Presentations, Qualifying Prospects, Leadership, Selling, Sales Operations, Salesforce.com, Key Account Management, New Business Development, Sales Force Development, Contract Negotiation, Customer Satisfaction, Business Development, Key Account Development, Negotiation, Operations Management, Market Planning, Deal Closure, Direct Sales, Marketing Strategy, CRM, Customer Retention, Income Statement, Time Management, Budgets, Lead Generation, Coaching, Building Relationships, Team Leadership, P&L
Education
University of Central Florida 1998 — 2000
Communications
Eastern Florida State College 1995 — 1998
AA, Comunications
Astronaut High School 1991 — 1995
Alex Skibinsky Alex Skibinsky's Gilman & Ciocia Experience January 2005 - January 2007
Job Technical Consultant at NCR Corporation
Industry Financial Services
Experience
NCR Corporation December 2013 - Present
NCR Corporation January 2010 - December 2013
Insight April 2009 - August 2009
New Vision Systems March 2007 - February 2009
Gilman & Ciocia January 2005 - January 2007
IBM Tivoli Software 2002 - 2002
Skills
WinForms, Software Installation, Microsoft SQL Server, C#, SQL, .NET, XML, Visual Studio, Visio, Visual Basic, VB.NET, Software Development, Databases, MySQL, Disaster Recovery, System Administration, Operating Systems, Programming
Education
Rensselaer Polytechnic Institute 2000 — 2004
BS, Computer Engineering
Newburgh Free Academy
NCR Corporation December 2013 - Present
NCR Corporation January 2010 - December 2013
Insight April 2009 - August 2009
New Vision Systems March 2007 - February 2009
Gilman & Ciocia January 2005 - January 2007
IBM Tivoli Software 2002 - 2002
Skills
WinForms, Software Installation, Microsoft SQL Server, C#, SQL, .NET, XML, Visual Studio, Visio, Visual Basic, VB.NET, Software Development, Databases, MySQL, Disaster Recovery, System Administration, Operating Systems, Programming
Education
Rensselaer Polytechnic Institute 2000 — 2004
BS, Computer Engineering
Newburgh Free Academy
Batul Chudasama FCCA UK's Gilman & Ciocia Experience May 2007 - June 2008
Job Sr Financial Analyst at PepsiCo
Industry Financial Services
Experience
PepsiCo June 2008 - Present
Gilman & Ciocia May 2007 - June 2008
IBM May 2006 - May 2007
Carrier Corporation 2000 - 2006
Skills
Finance, Financial Reporting, Financial Analysis, Variance Analysis, Forecasting, Budgets, Financial Accounting, Data Analysis, Microsoft Excel, Microsoft Word, General Ledger, Intercompany Accounts, Essbase
Education
London Business School 1981 — 1984
ACCA, Finance
PepsiCo June 2008 - Present
Gilman & Ciocia May 2007 - June 2008
IBM May 2006 - May 2007
Carrier Corporation 2000 - 2006
Skills
Finance, Financial Reporting, Financial Analysis, Variance Analysis, Forecasting, Budgets, Financial Accounting, Data Analysis, Microsoft Excel, Microsoft Word, General Ledger, Intercompany Accounts, Essbase
Education
London Business School 1981 — 1984
ACCA, Finance
Richard Bark's Gilman & Ciocia Experience November 2001 - June 2006
Job Database Administrator at Health Alliance of the Hudson Valley
Industry Information Technology and Services
Experience
Health Alliance of the Hudson Valley September 2010 - Present
1Webguru March 2002 - Present
LRG Marketing August 2010 - September 2010
Benetech, Inc January 2009 - August 2010
Melotec Solutions November 2008 - November 2008
Nucleus Solutions September 2006 - October 2008
Gilman & Ciocia November 2001 - June 2006
Education
State University of New York at New Paltz 1992 — 1994
BS, Accounting/Finance
State University of New York College at Oneonta 1990 — 1991
Accounting/Finance
Health Alliance of the Hudson Valley September 2010 - Present
1Webguru March 2002 - Present
LRG Marketing August 2010 - September 2010
Benetech, Inc January 2009 - August 2010
Melotec Solutions November 2008 - November 2008
Nucleus Solutions September 2006 - October 2008
Gilman & Ciocia November 2001 - June 2006
Education
State University of New York at New Paltz 1992 — 1994
BS, Accounting/Finance
State University of New York College at Oneonta 1990 — 1991
Accounting/Finance
Carolyn Canzoneri's Gilman & Ciocia Experience January 2000 - March 2004
Job Attorney at Law Office of Carolyn M Canzoneri
Industry Law Practice
Experience
Law Office of Carolyn M Canzoneri February 2012 - Present
Morici & Morici September 2007 - February 2012
Sullivan Papain Block McGrath & Cannavo, P.C. March 2004 - September 2007
Gilman & Ciocia January 2000 - March 2004
Skills
Trials, Arbitrations...
Education
Hofstra University School of Law 1997 — 2000
JD, Law
St Johns University 1995 — 1997
BS, Paralegal Studies
Law Office of Carolyn M Canzoneri February 2012 - Present
Morici & Morici September 2007 - February 2012
Sullivan Papain Block McGrath & Cannavo, P.C. March 2004 - September 2007
Gilman & Ciocia January 2000 - March 2004
Skills
Trials, Arbitrations...
Education
Hofstra University School of Law 1997 — 2000
JD, Law
St Johns University 1995 — 1997
BS, Paralegal Studies
Jennifer Giampietro's Gilman & Ciocia Experience November 1999 - January 2001
Job Group Vice President, Legal; Corporate Transactions and SEC Reporting Group at Wyndham Worldwide
Industry Consumer Goods
Experience
Wyndham Worldwide February 2015 - Present
Wyndham Worldwide March 2012 - February 2015
Wyndham Worldwide August 2010 - February 2012
Hunter Douglas, Inc September 2006 - August 2010
McCarter & English, LLP September 2004 - September 2006
Wilson Elser January 2001 - September 2004
Gilman & Ciocia November 1999 - January 2001
Skills
Securities Regulation, Corporate Governance, Corporate Law, Joint Ventures, Mergers & Acquisitions, Legal Writing, Due Diligence
Education
Benjamin N. Cardozo School of Law, Yeshiva University 1996 — 1999
Doctor of Law (JD)
Fairfield University 1992 — 1996
Bachelor of Arts (B.A.), Politics and Economics
Wyndham Worldwide February 2015 - Present
Wyndham Worldwide March 2012 - February 2015
Wyndham Worldwide August 2010 - February 2012
Hunter Douglas, Inc September 2006 - August 2010
McCarter & English, LLP September 2004 - September 2006
Wilson Elser January 2001 - September 2004
Gilman & Ciocia November 1999 - January 2001
Skills
Securities Regulation, Corporate Governance, Corporate Law, Joint Ventures, Mergers & Acquisitions, Legal Writing, Due Diligence
Education
Benjamin N. Cardozo School of Law, Yeshiva University 1996 — 1999
Doctor of Law (JD)
Fairfield University 1992 — 1996
Bachelor of Arts (B.A.), Politics and Economics
Paul Axberg's Gilman & Ciocia Experience April 1995 - April 2001
Job President at Axberg Wealth Management, LLC
Industry Investment Management
Experience
Axberg Wealth Management, LLC June 2013 - Present
Prime Wealth Advisors, LLC October 2007 - June 2013
Axberg Heartburg & Willis October 2003 - August 2007
Axberg Financial, LLC July 2001 - October 2003
Gilman & Ciocia April 1995 - April 2001
Skills
Investments, Asset Managment, Strategic Planning, Portfolio Management, Strategic Financial..., Retirement Planning, Wealth Management, Real Estate, Financial Analysis, Equities, Business Strategy, Estate Planning
Education
St. Cloud State University 1990 — 1994
Bachelor of Applied Science (B.A.Sc.), Accounting and Finance Cum Laude
Axberg Wealth Management, LLC June 2013 - Present
Prime Wealth Advisors, LLC October 2007 - June 2013
Axberg Heartburg & Willis October 2003 - August 2007
Axberg Financial, LLC July 2001 - October 2003
Gilman & Ciocia April 1995 - April 2001
Skills
Investments, Asset Managment, Strategic Planning, Portfolio Management, Strategic Financial..., Retirement Planning, Wealth Management, Real Estate, Financial Analysis, Equities, Business Strategy, Estate Planning
Education
St. Cloud State University 1990 — 1994
Bachelor of Applied Science (B.A.Sc.), Accounting and Finance Cum Laude
Brett Sematore's Gilman & Ciocia Experience July 2001 - June 2002
Job Director of Sales, Eppendorf North America
Industry Biotechnology
Experience
Eppendorf North America March 2006 - Present
Fisher Scientific February 2004 - February 2006
Fisher Scientific June 2002 - January 2004
Gilman & Ciocia July 2001 - June 2002
Education
Newbury College 1998 — 2000
A.A.S, Physical Therapy Assisting
Castleton University 1995 — 1998
B.S, Sportsmedicine
Bridgewater State University
Eppendorf North America March 2006 - Present
Fisher Scientific February 2004 - February 2006
Fisher Scientific June 2002 - January 2004
Gilman & Ciocia July 2001 - June 2002
Education
Newbury College 1998 — 2000
A.A.S, Physical Therapy Assisting
Castleton University 1995 — 1998
B.S, Sportsmedicine
Bridgewater State University
Joshua Blanchard, CPA's Gilman & Ciocia Experience August 2011 - Present
Job Tax and Financial Planner at Gilman & Ciocia
Industry Financial Services
Experience
Gilman & Ciocia August 2011 - Present
Ernst & Young, LLP January 2009 - December 2010
Ernst & Young, LLP January 2007 - March 2007
2003- 2008Blanchard Specialties June 2003 - January 2007
Publix Supermarket January 2001 - January 2002
Skills
Sarbanes-Oxley Act, Internal Controls, Financial Reporting, GAAP, Auditing, Accounting, SEC Filings, US GAAP, Financial Accounting, CPA
Education
University of South Florida 2003 — 2008
B.A and MACC, Accounting & Economics
Tampa Bay Technical Highschool
Engineering
Gilman & Ciocia August 2011 - Present
Ernst & Young, LLP January 2009 - December 2010
Ernst & Young, LLP January 2007 - March 2007
2003- 2008Blanchard Specialties June 2003 - January 2007
Publix Supermarket January 2001 - January 2002
Skills
Sarbanes-Oxley Act, Internal Controls, Financial Reporting, GAAP, Auditing, Accounting, SEC Filings, US GAAP, Financial Accounting, CPA
Education
University of South Florida 2003 — 2008
B.A and MACC, Accounting & Economics
Tampa Bay Technical Highschool
Engineering
Larry A. Wright's Gilman & Ciocia Experience March 2014 - Present
Job Income Tax & Financial Consultant at National Securities Corporation
Industry Financial Services
Experience
Gilman & Ciocia March 2014 - Present
Levin Financial Group a General Agency of Massachusetts Mutual Life Insurance Co May 2011 - February 2014
Bankers Life and Casualty August 2009 - May 2011
Edward Jones August 2008 - July 2009
New Jersey Schools Development Authority October 2001 - December 2007
Education
University of Pennsylvania - The Wharton School 1985 — 1992
BBA, Accounting, Management
Gilman & Ciocia March 2014 - Present
Levin Financial Group a General Agency of Massachusetts Mutual Life Insurance Co May 2011 - February 2014
Bankers Life and Casualty August 2009 - May 2011
Edward Jones August 2008 - July 2009
New Jersey Schools Development Authority October 2001 - December 2007
Education
University of Pennsylvania - The Wharton School 1985 — 1992
BBA, Accounting, Management
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY