JJ Burns & Company

Description

Founded: 1994 Subsidiary: Emmes Wealth Management LLCFeedbackDisclaimer Claim this knowledge panel Knowledge ResultSee photos Moved, closed, or was never hereReportJJ Burns & CompanyWebsiteDirections Saved (0) Saved Save Financial planner in Melville, New York Address: 538 Broadhollow Rd #204, Melville, NY 11747 Hours: Closed ⋅ Opens 9AM Wednesday9AM–5PMThursday9AM–5PMFriday9AM–5PMSaturdayClosedSundayClosedMonday9AM–5PMTuesday9AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (631) 390-0500Category: : Website: : : : : Place name: : Website: http://www.jjburns.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. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of JJ Burns & Company Posting publicly on the Web Write a review Reviews Be the first to review

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JJ Burns & Company Employees

Employee
Years
Job
Industry
Alex Seminara Alex Seminara Greater New York City Area Details
Alex Seminara's JJ Burns & Company Experience January 2014 - December 2014
Job Financial Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan   July 2015 - Present
Hofstra University  February 2015 - May 2015
Risk Management Association  October 2014 - December 2014
JJ Burns & Company   January 2014 - December 2014
Legal Sea Foods  September 2012 - December 2014
TGI Fridays  August 2011 - September 2012
Greenfields ShopRite  August 2007 - August 2011

Skills
Finance, Teamwork, Microsoft Excel, Economics, Financial Analysis, Investments, PowerPoint, Leadership, Microsoft Office, Microsoft Word, Social Media, Business Analysis, Customer Service, Business Statistics, Wealth Management, Bloomberg Terminal, Emerging Markets, ETFs, Strategic Planning, Risk Management, Morningstar Direct, Portfolio Management

Education
Hofstra University   2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance, Minor: Economics, Cum Laude

Half Hollow Hills High School East   2007 — 2011
High School Diploma

Andrew Bertorelli Andrew Bertorelli Greater New York City Area Details
Andrew Bertorelli's JJ Burns & Company Experience October 2012 - May 2013
Job Underwriting Associate Starr Companies
Industry Higher Education
Experience
Starr Companies  July 2014 - Present
Weinberg, Gross & Pergament LLP   January 2014 - May 2014
UMass Memorial Health Care  June 2013 - August 2013
JJ Burns & Company   October 2012 - May 2013
Hofstra University, Office of Event Management   January 2012 - November 2012
Scient Federal Credit Union  June 2012 - August 2012
Staples Distribution   May 2012 - June 2012
Hofstra University, Office of Event Management   October 2010 - January 2012
Cornerstone Baptist Church  May 2011 - August 2011

Skills
Microsoft Office, PowerPoint, Problem Solving, Microsoft Excel, Customer Service, Time Management, Financial Analysis, Excel, Strategic Financial..., Portfolio Management, Asset Allocation, Outlook, Novell R-25, Music, Reliability, Junxure, Worldox, Access, Data Analysis, Management

Education
Hofstra University   2010 — 2014
Bachelor of Business Administration (BBA), Finance, General, Graduate

Killingly High School   2006 — 2010

Buddy Shalam Buddy Shalam Brooklyn, New York Details
Buddy Shalam's JJ Burns & Company Experience November 2014 - Present
Job Wealth Management Intern at JJ Burns & Company
Industry Investment Banking
Experience
JJ Burns & Company   November 2014 - Present
Accurate Bookkeeping & Accounting Services   May 2014 - October 2014
Bohn Associates  June 2012 - August 2012
Monmouth Medical Center  June 2009 - August 2009

Skills
Fluent in Hebrew, Peachtree Accounting, Microsoft Word, Microsoft Excel, Microsoft Office, Access, PowerPoint, Junxure, Rebalance Express, PortfolioCenter

Education
Hofstra University   2012 — 2016
Bachelor of Business Administration (BBA), Finance, General

Steven Mula, CFA Steven Mula, CFA Greater Philadelphia Area Details
Steven Mula, CFA's JJ Burns & Company Experience March 2014 - Present
Job Chief Investment Officer at JJ Burns & Company
Industry Financial Services
Experience
JJ Burns & Company   March 2014 - Present
Prestige Wealth Management Group  April 2012 - March 2013
Stamford CFA Society   June 2011 - June 2012
BlackRock  September 2007 - December 2008
GE Asset Management  June 2005 - September 2007
Charles Schwab  June 2000 - May 2005
Banc of America Investments  January 1998 - June 2000
Banc of America Investments  October 1995 - January 1998
State Street Bank  1993 - 1995

Skills
Asset Allocation, Portfolio Management, Investments, Mutual Funds, Bloomberg, Analysis, Product Management, Product Development, Fixed Income, ETFs, Analytics, Salesforce.com, Tamarac Rebalancer, Tamarac Advisor View

Education
University of Massachusetts Boston
BA, Economics (degree), math, literature

University of Massachusetts Boston
Bachelor's degree / Economics, Liberal Arts and Sciences, General Studies and Humanities

Alex Krauss Alex Krauss East Greenwich, Rhode Island Details
Alex Krauss's JJ Burns & Company Experience January 2015 - August 2015
Job Finance Student | Treasurer at Alpha Epsilon Pi
Industry Financial Services
Experience
JJ Burns & Company   January 2015 - August 2015
Alpha Epsilon Pi  May 2014 - January 2015
American Cord & Webbing CO, (ACW)   May 2008 - July 2014
Camp Jori  June 2012 - July 2013

Skills
Microsoft Office, Microsoft Word, Social Networking, Microsoft Excel, Event Planning, Public Speaking, Social Media, Community Outreach, Program Development, Leadership, Qualitative Research, Research, Marketing, Product Marketing, Data Analysis, Finance, Financial Analysis, Analytics, Financial Modeling, Economic Research

Education
Hofstra University   2012 — 2016
Bachelor of Business Administration in Finance, Minor: Accounting

East Greenwich High School   2008 — 2012

Anthony Macchiarulo Anthony Macchiarulo Whitestone, New York Details
Anthony Macchiarulo's JJ Burns & Company Experience August 2015 - Present
Job Wealth Management Intern at JJ Burns & Company
Industry Legal Services
Experience
JJ Burns & Company   August 2015 - Present

Skills
Microsoft Office, Customer Service, Microsoft Excel, Management, Microsoft Word, PowerPoint, Public Speaking, Research, Project Management, Leadership, Social Networking, Time Management, Financial Analysis

Education
Hofstra University   2013 — 2016
Finance, Business Administration

Sandra Park Sandra Park Greater New York City Area Details
Sandra Park's JJ Burns & Company Experience February 2015 - Present
Job Wealth Management Intern at JJ Burns & Company
Industry Financial Services
Experience
JJ Burns & Company   February 2015 - Present
Sovereign Global Advisors  June 2014 - August 2014
Syosset Central School District, Athletics Department   October 2011 - June 2012
Korean American Civic Empowerment   June 2010 - August 2010

Education
Hofstra University   2013 — 2016
Bachelor of Business Administration (B.B.A.), Finance & Marketing

State University of New York at Albany   2012 — 2012
Bachelor of Science (BS), Marketing, 4.0

Jordan Abrams Jordan Abrams New York, New York Details
Jordan Abrams's JJ Burns & Company Experience May 2010 - August 2010
Job Clinical Research Coordinator at Icahn School of Medicine at Mount Sinai
Industry Hospital & Health Care
Experience
Icahn School of Medicine at Mount Sinai  August 2013 - June 2015
JJ Burns & Company   May 2010 - August 2010

Skills
Hospitals, Healthcare, Research, Clinical Trials, Finance, Financial Analysis, Financial Modeling

Education
Indiana University - Kelley School of Business   2007 — 2011
Bachelor’s Degree, Finance, Economics

The London School of Economics and Political Science (LSE)   2009 — 2009
Bachelor’s Degree, Business Analysis and Valuation

Jennifer Simberlund Jennifer Simberlund Greater New York City Area Details
Jennifer Simberlund's JJ Burns & Company Experience March 2014 - January 2015
Job Financial Analyst at JPMorgan Chase & Co.
Industry Financial Services
Experience
JJ Burns & Company   March 2014 - January 2015
The Risk Management Association  October 2014 - December 2014
Barry Fox College Finance Consulting   May 2013 - March 2014

Education
Hofstra University   2011 — 2015
Bachelor of Business Administration (BBA)

JJ Burns JJ Burns Greater New York City Area Details
JJ Burns's JJ Burns & Company Experience 1994 - Present
Job President & CEO, JJ Burns & Company
Industry Financial Services
Experience
JJ Burns & Company   1994 - Present

Education
Hofstra University   1983 — 1987
Bachelor's Degree, Business Administration and Accounting

James McKenna James McKenna Greater New York City Area Details
James McKenna's JJ Burns & Company Experience October 2012 - May 2013
Job Credit Analyst at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase & Co.   January 2015 - Present
JPMorgan Chase & Co.   July 2015 - August 2015
JPMorgan Chase  June 2014 - August 2014
Putnam County Savings Bank  May 2012 - August 2013
JJ Burns & Company   October 2012 - May 2013
Carmel Central School District  August 2010 - August 2011
The Lantern Restaurant   June 2008 - February 2011

Skills
Finance, Financial Analysis, Microsoft Excel, Teamwork, Time Management, Team Leadership, Banking, Commercial Banking, Accounting, Credit Analysis, Credit, VBA, Financial Modeling

Education
Hofstra University   2011 — 2014
Bachelor of Business Administration (BBA), Finance, Summa Cum Laude

Carmel High School   2007 — 2011

Kevin Kunz Kevin Kunz Sunnyside, New York Details
Kevin Kunz's JJ Burns & Company Experience March 2006 - June 2006
Job Senior Financial Analyst at The Estée Lauder Companies Inc.
Industry Cosmetics
Experience
The Estée Lauder Companies Inc.   August 2013 - Present
The Estee Lauder Companies Inc.  August 2007 - August 2013
The Estee Lauder Companies Inc.  June 2006 - July 2007
JJ Burns & Company   March 2006 - June 2006
Smith Barney  November 2005 - January 2006

Skills
SAP, SAP BW, Analytical Approach, Cognos, Hyperion Enterprise, Oracle Applications, Microsoft Office, Value Creation, Detail Orientation, Self-motivated, Multi Tasking, Highly Ambitious, Process Efficiency, MS Excel Pivot Tables, Budgets, Microsoft Excel, Data Analysis, Finance, Financial Reporting, Accounting, Management, Analytical Skills

Education
Baruch College   2008 — 2013
Masters of Business Administration, Finance, 3.59

Hofstra University   2003 — 2007
Bachelors of Business Administration, Finance, 3.46

Linda Bryson, Cfre Linda Bryson, Cfre Toronto, Canada Area Details
Linda Bryson, Cfre's JJ Burns & Company Experience 2006 - 2010
Job National Vice President, Resource Development at Habitat for Humanity Canada
Industry Fund-Raising
Experience
Habitat for Humanity Canada  January 2015 - Present
Saint Elizabeth Health Care  April 2013 - January 2015
Mt Sinai Hospital Foundation   2011 - February 2013
AFP Toronto   2007 - 2012
Toronto General & Western Hospital Foundation  March 2007 - September 2011
University Health Network  March 2007 - September 2011
JJ Burns & Company   2006 - 2010
Quinte Children's Foundation   August 2000 - February 2007
Leave a Legacy SEO   2003 - 2005
Trenton Memorial Hospital Foundation   September 1999 - August 2000

Skills
Major Gift Development, Campaign Strategies, Stewardship, Proposal Writing, Non-profit..., Charitable Gift Planning, Staff Development, Capital Campaigns, Annual Giving, Event Management, Volunteer Management, Board Development, Strategic Planning, Philanthropy, Grassroots Fundraising, Prospect Research, Prospect Qualification, Performance Metrics, Private Foundations, Budget, Major Gift Solicitations, Fundraising, Leadership, Nonprofits, Strategic Communications, Grant Writing, Fundraisers, Strategy, Public Speaking, Grants, Cause Marketing, Program Development

Education
Carleton University