LVW Advisors
Address: 67 Monroe Ave, Pittsford, NY 14534 Phone: (585) 267-4900: Website: : Place name: : : Category: : : Hours: Website: http://www.lvwadvisors.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 missing informationAdd business hours 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 LVW Advisors Posting publicly on the Web Write a review Reviews Be the first to review
LVW Advisors List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at LVW Advisors. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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LVW Advisors Employees
Citi May 2015 - Present
Sparkle Cleaning LLC December 2006 - Present
LVW Advisors April 2015 - July 2015
LVW Advisors July 2013 - April 2015
Citi September 2012 - July 2013
Citi June 2011 - August 2012
Campus Living Villages - Studio Green Apartments January 2010 - October 2010
Citi June 2010 - August 2010
Skills
Credit, Financial Risk, Banking, Finance, Portfolio Management, Entrepreneurship, Credit Risk, Business Relationship..., Management, Project Management, Property Management, Accounts Receivable, Accounts Payable, Microsoft Office, Financial Analysis, Financial Services, Fixed Income, Loans, Auditing, Trading, Investments, Equities, Mutual Funds, Operational Risk, Middle Office
Education
University of Delaware - Lerner College of Business and Economics 2008 — 2011
Bachelor of Science (B.S.), Finance and Economics minor
Western New England College 2007 — 2008
Bachelor of Science (B.S.), International Finance
Smyrna High School 2004 — 2007
High School Diploma, Honors and Business
Eastman Kodak Company July 2015 - Present
Center for Emerging and Innovative Sciences August 2013 - July 2015
LVW Advisors June 2012 - August 2013
Eastman Kodak March 1997 - June 2012
Skills
Lotus Notes, Outlook, Resourceful, Dependable, Confidentiality, Customer Service, Process Improvement, Easily Adaptable, Troubleshooting, Customer Satisfaction, Organization &..., Proactive self-starter, System Administration, Adobe Acrobat X Pro, Microsoft Word, Microsoft PowerPoint, Microsoft Excel, Great Plains Software, Digital Imaging, Salesforce.com, Junxure, NetMeeting, WebEx, SAP, Adobe Contribute, VentureSource, SmartRoom Virtual Data..., Six Sigma, Micropatent, Thomson Innovation, Online Research, Dun & Bradstreet
Education
Monroe Community College 1993 — 1996
Associate of Applied Science (A.A.S.), Office Technology/Secretarial Science - Legal
Dansville High School 1989 — 1992
LVW Advisors June 2015 - Present
LVW Advisors February 2013 - June 2015
Invest-In Services February 2008 - October 2012
Young Life 2005 - 2008
Skills
Asset Allocation, Investment Management, Manager Selection, Microsoft Excel, Bloomberg Terminal, Morningstar, PerTrac, Investments, Wealth Management, Mutual Funds, Portfolio Management, Investment Strategies, Asset Managment, Equities, Fixed Income, Equity Research, Series 7, Investment Advisory, ETFs, Wealth Management..., Portfolio Optimization, Fund Of Funds
Education
SUNY at Buffalo 2003 — 2006
Bachelor of Science (B.S.), Business Administration and Management, General
State University of New York at Buffalo 2003 — 2006
Bachelor of Arts (B.A.), Psychology
LVW Advisors July 2015 - Present
Bloomberg LP June 2014 - June 2015
University of Richmond May 2013 - May 2014
Kinloch Golf Club May 2013 - September 2013
LVW Advisors May 2012 - August 2012
Convergent Wealth Advisors May 2010 - August 2011
Morgan Stanley Smith Barney June 2009 - September 2009
Skills
Bloomberg Terminal, Economics, Public Speaking, Leadership, Investments, Portfolio Management, Youth Mentoring, Finance, Microsoft Excel, Community Outreach, Microsoft Office, Wealth Management, PowerPoint, Research, Social Media, Fundraising, Spanish, Work Ethic, Problem Solving, Strategic Financial..., Financial Analysis, Financial Modeling, Trading, Corporate Finance, Financial Markets, Nonprofits, Data Analysis, Teamwork, Microsoft Word, Youth Leadership, Volunteer Recruiting, Time Management, Youth Ministry, Access
Education
2016 Level II Candidate in the CFA Program
University of Richmond 2010 — 2014
Bachelor of Business Administration (BBA), Finance, Economics, Class of 2014
McQuaid Jesuit HS 2005 — 2010
TM Capital Corp. March 2015 - Present
JSB-Partners, LP June 2014 - March 2015
Cobblestone Capital Advisors, LLC. August 2013 - May 2014
Bausch + Lomb May 2013 - August 2013
LVW Advisors September 2012 - May 2013
United States Attorney's Office August 2009 - August 2012
Skills
Entrepreneurship, Investments, Microsoft Excel, Microsoft Word, Microsoft Office, Financial Analysis, Investment Banking, Financial Modeling, Capital Markets, Valuation, Equity Trading, Capital IQ, Corporate Finance, FactSet, Options Strategies, Real Estate Private..., Mergers & Acquisitions, Wordpress, Equity Research, Model Portfolios, Web Development, HTML, QuickBooks, SEO, Modern Portfolio Theory
Education
Rochester Institute of Technology 2012 — 2014
Bachelor of Science (B.S.), Finance, Magna Cum Laude
LVW Advisors December 2014 - Present
Fayette Regional Health System June 2014 - December 2014
Orleans Community Health/Medina Memorial Hospital November 2012 - February 2014
ITT August 2012 - November 2012
Constellation Brands February 2012 - April 2012
Dresser-Rand June 2011 - January 2012
Eastman Kodak September 2010 - March 2011
Global Crossing October 2009 - June 2010
University of Rochester February 2007 - May 2009
Kodak July 2006 - February 2007
Skills
Financial Reporting, Accounting, Analysis, Excel, Access, Financial Analysis, Problem Solving, PowerPoint, Financial Modeling, Corporate Finance, SAP, General Ledger, Payroll, VBA, SQL, Java, Microsoft Excel, Process Improvement
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2008 — 2011
MBA, Finance, Corporate Accounting
State University of New York College at Geneseo 2003 — 2005
BS, Business Administration
LVW Advisors 2015 - Present
Cobblestone Capital Advisors March 2007 - August 2015
Cobblestone Capital Advisors, LLC. March 2000 - March 2008
Cobblestone Capital Advisors, LLC. December 1997 - March 2000
Skills
Team Building, FinTech, Personal Financial..., Portfolio Management, Risk Management, Asset Management, Banking, Wealth Management, Financial Modeling, Securities, Management, Alternative Investments, Corporate Finance, Vendor Relationship..., Budgeting, IT Strategy, Regulatory Compliance, Process Improvement, Credit, Budgets, Strategy, Strategic Planning, Investments, Financial Analysis, Analysis, Leadership, Retirement Planning, Finance, Customer Service, Asset Allocation, Equities, Internal Controls
Education
St. John Fisher College 1995 — 1997
Master of Business Administration (MBA), Accounting and Finance
St. John Fisher College 1991 — 1995
Bachelor's degree, Accounting
LVW Advisors October 2011 - Present
Convergent Wealth Advisors August 2008 - October 2011
Citi Institutional Consulting June 1996 - August 2008
Education
SUNY Fredonia 1986 — 1990
BS, Finance
U.S. Trust June 2013 - Present
LVW Advisors October 2011 - May 2013
Convergent Wealth Advisors September 2010 - October 2011
First American Equipment Finance May 2009 - January 2010
Midwest, Inc. October 2006 - April 2009
Northwestern Mutual Financial Network January 2006 - July 2006
Skills
Investments, Financial Analysis, Portfolio Management, Finance, Strategic Financial..., Financial Modeling, Credit, Asset Managment, Loans, Valuation, Banking, Insurance, Corporate Finance, Credit Analysis, Accounting, Asset Allocation, Asset Management, Financial Planning
Education
St. John Fisher College 2004 — 2006
Management, Finance, Financial Planning
LVW Advisors April 2015 - Present
BWG Strategy LLC November 2014 - March 2015
GUC International June 2012 - September 2012
North American Prospect Showcase December 2009 - January 2011
Skills
Microsoft Office, Social Networking, Time Management, PowerPoint, Microsoft Excel, Microsoft Word, Finance, Research, Customer Service, Public Speaking, Outlook, Social Media, Photoshop, Teamwork, Event Planning, Leadership, Marketing, Strategy, Management, Sales, Business Development
Education
University of Pennsylvania 2008 — 2013
Bachelor of Arts (B.A.), Philosophy, Political Science, and Economics-Concentration in Globalization and Economic Development, Graduate
University of Pennsylvania 2008 — 2013
Bachelor of Arts, Philosophy, Political Science, and Economics- Concentration in Globalization/ Economic Development
Salisbury School 2006 — 2008
Salisbury School 2006 — 2008