Monarch Wealth and Business Management
Address: 209 E 31st St, New York, NY 10016 Hours: Closed ⋅ Opens 9AM Thursday9AM–6PMFriday9AM–6PMSaturdayClosedSundayClosedMonday9AM–6PMTuesday9AM–6PMWednesday9AM–6PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (212) 894-8100: Category: Website: : Place name: : : : : Website: http://www.monarchbw.com/ Category: Financial consultant 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 Monarch Business & Wealth Management Posting publicly on the Web Write a review Reviews 1 Google review
Monarch Wealth and Business Management List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Monarch Wealth and Business Management. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Monarch Wealth and Business Management Employees
More Than Just Parks February 2015 - Present
Catchafire December 2014 - Present
Visa March 2013 - Present
Full Circle Fund January 2013 - Present
Visa September 2012 - March 2013
Visa March 2012 - September 2012
Visa August 2011 - March 2012
Columbia University September 2007 - May 2011
Columbia University January 2010 - December 2010
Monarch Wealth and Business Management September 2010 - October 2010
Skills
Spanish, French, Research, Writing, Politics, Cisco MARS, Microsoft Excel, Business Modeling, Film Production, Critical Thinking, Political Science, Game Theory, International Law, International Trade, Business Development, International..., Chinese Foreign Policy, Italian, South Asia, Sub-Saharan Africa, National Security..., Foreign Direct..., Analytics, Social Media, Strategy, Management, Social Impact, Strategic Partnerships, Analysis
Education
Columbia University in the City of New York 2007 — 2011
BA, Political Science, International Relations, English
Allied Integrated Marketing January 2015 - May 2015
Monarch Wealth and Business Management June 2012 - December 2012
HBO November 2001 - March 2007
Paramount Pictures November 2002 - January 2003
NBC Network April 1998 - April 1998
CBS Corporation September 1997 - March 1998
ABC Network January 1998 - January 1998
CBS Corporation October 1997 - October 1997
Skills
English, Business, Acting, Writing, Report Writing, Creative Writing, Entertainment, Social Media, Public Speaking, Microsoft Word
Education
Northeastern University 2010 — 2015
Bachelor's degree, English Language and Literature, General
Mahopac High School 2006 — 2010
J.P. Morgan July 2014 - Present
Burkenroad Reports August 2012 - December 2012
UBS June 2012 - August 2012
Monarch Wealth and Business Management May 2011 - August 2011
Skills
Research, Finance, Financial Modeling, PowerPoint, Equity Research, Microsoft Excel, Portfolio Management, Forecasting, Trading, Management, Accounting, Marketing, Mutual Funds, Data Analysis, Certified in Microsoft..., X_Trader, Moose, Energy, Thomson Reuters Eikon, Energy Modeling, Bloomberg Terminal, Microsoft Office
Education
Tulane University - A.B. Freeman School of Business 2013 — 2014
Master of Management in Energy
Tulane University - A.B. Freeman School of Business 2009 — 2013
BSM Finance
The Hotchkiss School 2005 — 2009
High School
Leerink Partners LLC June 2015 - Present
Seeking Alpha August 2011 - Present
Maxim Group January 2015 - May 2015
Monarch Wealth and Business Management October 2014 - December 2014
DMA Associates, LLC June 2009 - August 2014
Skills
Microsoft Excel, Public Speaking, Investments, Research, Teamwork, Leadership, Financial Modeling, PowerPoint, Databases, Time Management, Testing, Microsoft Office, Program Management, Social Media, Microsoft Word
Education
Fordham University 2013 — 2017
Finance with a Concentration in Value Investing
Holy Ghost Preparatory School 2009 — 2013
JPMorgan Chase & Co. April 2015 - Present
Aerotek October 2014 - March 2015
Self Employed March 2010 - June 2014
Monarch Wealth and Business Management August 2013 - December 2013
Aeropostale October 2011 - October 2013
Skills
Research, PowerPoint, Microsoft Word, Microsoft Excel, Teaching, Public Speaking, Microsoft Office, Editing, Statistics, Photoshop, Data Analysis, Creative Writing, Report Writing, Visual Arts, Performing Arts
Education
City University of New York-Baruch College 2010 — 2014
Bachelor's Degree, Major in Economics, Minor in History
Gallant & Associates July 2013 - Present
Paige Stetson & Associates 2012 - July 2013
Monarch Wealth and Business Management June 2009 - December 2010
Thomas Weisel Partners October 2007 - October 2008
Sterling Stamos January 2006 - March 2007
Morgan Stanley May 1997 - January 2006
Skills
Business Development, Strategic Planning, Fundraising, Marketing, Strategy, Substance Abuse..., Case Management Services, Interventions, Relapse Prevention, Substance Use Disorders, Addiction Recovery, Motivational..., Recovery Coaching, Life Coaching, Codependency, Spiritual Direction, Career Development..., Career Counseling, Leadership, Communication Skills, Public Speaking, Psychotherapy, Community Outreach, Adolescents, Behavioral Health, Google Groups, Family Therapy, Healthcare, Chemical Dependency, Co-occurring Disorders, Mental Health, Relationship Management, Executive Coaching, Executive Group..., Case Management, Case Managment, Coaching, Crisis Intervention, Dual Diagnosis, Group Therapy, Mental Health Counseling, Social Services, Substance Abuse..., Treatment, Young Adult Services
Education
City University of New York-Baruch College - Zicklin School of Business 2003 — 2005
MBA
Skidmore College 1990 — 1994
BA
Mercy College 2011 — 2012
CASAC
Rye Country Day School 1986 — 1990
EY January 2014 - Present
EY June 2012 - August 2012
Monarch Wealth and Business Management September 2010 - May 2011
NYU Phonathon January 2010 - May 2010
NIB Bank June 2008 - August 2008
BDO Ebrahim & Co. June 2007 - August 2007
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Research, Microsoft Word, Social Media, Public Speaking, Economics
Education
NYU 2009 — 2013
Bachelor of Science (B.S.), Master of Science (M.S.), Accounting and Economics
Conair Corporation February 2014 - Present
Conair Corporation February 2014 - Present
Kari-Out Co. September 2013 - February 2014
Monarch Wealth and Business Management February 2013 - May 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Accounting, Financial Analysis, Auditing, Budgets, Finance, Outlook, Financial Reporting
Education
Western Connecticut State University 2011 — 2013
Bachelor of Business Administration (B.B.A.), Financial Accounting
Norwalk Community College 2008 — 2011
Associate of Science (A.S.), Accounting
Monarch Wealth and Business Management June 2015 - Present
Wasserman, Grossman & Sloan, LLP October 2012 - May 2015
Northwestern Mutual April 2011 - July 2012
Skills
Microsoft Excel, Financial Analysis, Strategic Financial..., Finance
Education
University of Delaware 2008 — 2012
Finance
Old Mill High School 2004 — 2008
Luxury Car Vision, LLC July 2015 - Present
Linum Home Textiles October 2014 - June 2015
Monarch Wealth and Business Management April 2013 - September 2014
KWL Enterprises January 2013 - March 2013
JP Morgan Chase Bank January 2006 - March 2009
Skills
Accounting, Accounts Payable, Financial Analysis, Cash Management, Accounts Receivable, Risk Management, Customer Service, Microsoft Office, Financial Risk, Retail Banking, Credit, Banking, Business Analysis, Microsoft Excel, Facebook, Proof, Spreadsheets, Microsoft Word, PowerPoint, Invoicing, Strategic Planning, •Proficient in MS..., Leadership, Management, Payroll, Budgets, Process Improvement, Sales, QuickBooks, Progressive Business..., Product and Services..., Problem Resolution, Competitive Analysis..., Regulatory Compliance..., Windows Operating System, DataFaction Accounting..., MediaBase Next Big Sound
Education
University of Phoenix 2006 — 2013
Bachelor of Business Science with a concentration in Administration and Accounting, Cumulative GPA: 3.43/4.0
Monarch Wealth and Business Management 2010 - Present
Guggenheim Partners 2006 - 2009
Deloitte 1981 - 1992
Pace University 1985 - 1989
Skills
Customer Service, Strategic Planning, Leadership, Project Management, Sales, Microsoft Office, Business Strategy, Marketing, Strategy, Business Development, Management, Microsoft Excel, Business, Business Management, Finance, Change Management, Financial Analysis, Financial Modeling, Networking, Mergers & Acquisitions, Accounting
Education
Pace University 1981 — 1985
Taxation, MS
Pace University 1977 — 1981
Bachelor of Business Administration (BBA), Taxation
Monarch Wealth and Business Management August 2014 - Present
Babson College September 2012 - May 2014
East Coast Militia May 2013 - August 2013
Haymakers for Hope April 2012 - December 2012
MASTP June 2012 - August 2012
ScoreBig Inc June 2011 - August 2011
Coollapsible December 2010 - April 2011
Catholic Memorial School August 2009 - August 2010
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Risk Management, Management, Microsoft Office, Salesforce.com, Coaching, Microsoft Office..., Entrepreneurship, Analysis, Social Networking, People-oriented, Social Media
Education
Babson College 2010 — 2014
Bachelor's Degree, Finance, General
Catholic Memorial 2004 — 2010
Finance, General
American Arbitration Association June 2015 - Present
Monarch Wealth and Business Management January 2015 - May 2015
American Arbitration Association December 2014 - January 2015
Argo Partners July 2014 - August 2014
America's Amazing Teens Project May 2014 - July 2014
Skills
Financial Modeling, Microsoft Office, PowerPoint, Microsoft Word, Microsoft Excel, Teamwork
Education
Fordham University 2012 — 2016
Bachelor of Science (B.S.), Finance, General, 3.5
Centripetal Capital Partners February 2015 - Present
ThinkShirt LLC. June 2014 - January 2015
Monarch Wealth and Business Management January 2014 - May 2014
Skills
Microsoft Excel, Microsoft Office, Financial Analysis, Financial Modeling
Education
Macaulay Honors College at The City University of New York 2013 — 2017
City University of New York-Baruch College 2013 — 2017
Bachelor of Business Administration (BBA), Finance, 3.8 GPA
Mugatunes Inc. July 2015 - Present
Monarch Wealth and Business Management June 2015 - Present
Trinity College - Hartford September 2014 - Present
TEDxTrinColl September 2014 - Present
Clinton Foundation June 2014 - Present
Underground Coffehouse October 2013 - Present
The Mill at Trinity College September 2012 - Present
Human Rights Campaign July 2012 - July 2013
Skills
Social Media, Community Outreach, Editing, Event Planning, Facebook, Research, Fundraising, Public Speaking, Nonprofits, Blogging, Social Networking, SPSS, Volunteer Management, Creative Writing, Public Relations, Grant Writing, Spanish, Press Releases
Education
Trinity College-Hartford 2012 — 2016
Psychology
Eleanor Roosevelt High School 2008 — 2012
Beta Alpha Psi – Iota Lambda Chapter May 2012 - Present
Beta Alpha Psi -- Iota Lambda Chapter March 2012 - May 2012
Lighthouse International October 2011 - March 2012
Monarch Wealth and Business Management February 2011 - April 2011
AIA July 2009 - August 2009
Beijing Olympic Games July 2008 - August 2008
Skills
Mandarin, Research, Great Plains Software, Microsoft Office, Photoshop, Community Service, Prezi
Education
Pace University - Lubin School of Business 2010 — 2013
Master's degree, Accounting
Shanghai University of International Business and Economics 2006 — 2010
Bachelor's degree, International Business
Weinstein & Formanek CPA's February 2015 - Present
Capital Financial Management February 2010 - Present
Jewish Board of Family and Children's Services & Monarch Welath Management January 2009 - February 2014
Monarch Wealth and Business Management February 2009 - July 2009
Mottell & Kluge/Paul Wasserman CPAs November 2007 - December 2008
Marks Paneth LLP August 2006 - May 2007
Jefferson Wells International September 2005 - May 2006
Retained for tax accounting & auditing roles by PepsiCo, Pepsi Bottling, Prudential, NYC CPA Firms January 1998 - August 2003
Skills
Accounting, Tax, QuickBooks, Auditing, Sarbanes-Oxley Act, Tax Preparation, Bookkeeping, Financial Reporting, Account Reconciliation, Corporate Tax, Income Tax, Multi-state tax returns, Tax Accounting, ProSystem fx Tax, RIA, Corp Tax, Fast Tax, Microsoft Excel, Lacerte, GoFileRoom, TaxStream, Quicken, ProSeries, International Tax, Gift Tax, Trusts, High Net Worth..., Partnership Taxation, Fixed Asset Depreciation, FAS109, Not for Profit, Consolidated Returns, Private Foundations, Estimates, Accounting System..., Income Tax Planning, Internal Processes &..., Tax Research &..., Ledger Analysis & Input, Consolidated Financial...
Education
SUNY Albany & Queens College 2002 — 2003
Accounting
Fordham University - Graduate School of Business Administration 1994 — 1996
MBA program
Pace University 1986 — 1988
Bachelor of Applied Science (B.A.Sc.), Business/Managerial Economics
Moody's Investors Service September 2014 - Present
Citi June 2013 - August 2013
Monarch Wealth and Business Management December 2012 - January 2013
Citi May 2012 - August 2012
Skills
Corporate Finance, Microsoft Office, Financial Analysis, Accounting, Financial Modeling, Financial Audits, Valuation, Leadership, Social Networking, Teamwork, PowerPoint, Event Planning, Social Media, Microsoft Word, Microsoft Excel, Public Speaking, Customer Service, Research
Education
Clemson University - College of Business and Behavioral Science 2010 — 2014
Bachelor's degree, Accounting
Sony Music Entertainment November 2013 - Present
Agency 21 Consulting January 2012 - November 2013
Monarch Wealth and Business Management January 2012 - October 2013
Aspen Wealth Management, LLC October 2011 - December 2011
Merrill Lynch June 2010 - August 2010
Skills
Marketing, Event Management, Social Media Marketing, Management, Leadership, Event Planning, Music Industry, Fundraising, Spanish, Nonprofits, Budgets, Strategic Planning, Training, Team Leadership, Research, Teamwork, Cultural Diversity, Public Relations, Time Management, Brand Development, Strategic Partnerships, Brand Management, International Business
Education
IQS Business School of the Ramon Llull University 2011 — 2011
Study Abroad
Loyola University New Orleans 2007 — 2011
Bachelor of Business Administration
Gulliver Preparatory High School 2003 — 2007
Monarch Wealth and Business Management June 2015 - August 2015
UCLA Men’s Volleyball Team November 2014 - June 2015
Score Goals September 2010 - June 2014
Education
University of California, Los Angeles 2014 — 2018
Economics
Horace Greeley High School 2010 — 2014