Acorn Financial Services

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Acorn Financial Services Employees

Employee
Years
Job
Industry
Steven Abbruzzese Steven Abbruzzese Greater New York City Area Details
Steven Abbruzzese's Acorn Financial Services Experience
Job Sr. Vice President for Sales & Marketing at Acorn Financial Services
Industry Financial Services
Experience
Acorn Financial Services  

Education
CLU, ChFC

Rutgers University
Bachelor of Arts (B.A.), History

Eric Weissman, ChFC, CLTC Eric Weissman, ChFC, CLTC Greater New York City Area Details
Eric Weissman, ChFC, CLTC's Acorn Financial Services Experience April 2011 - Present
Job Senior Associate at Acorn Financial Services
Industry Insurance
Experience
Acorn Financial Services   April 2011 - Present

Education
The George Washington University   1987 — 1991
BBA, Finance

Josh Lipson Josh Lipson Greater Philadelphia Area Details
Josh Lipson's Acorn Financial Services Experience 2008 - 2012
Job “Helping business owners protect, preserve, and pursue more value from their business, more tax effectively!”®
Industry Financial Services
Experience
Kaminer Financial Group Ltd   March 2015 - Present
Karr Barth Associates  August 2012 - February 2015
Acorn Financial Services   2008 - 2012
Wine For Everyone, LLC   2007 - 2012

Education
University of South Carolina - The Moore School of Business   1993 — 1998
Bachelor of Science in Business Administration, Marketing, Management

Delran High School

Christian Pavlik Christian Pavlik Philadelphia, Pennsylvania Details
Christian Pavlik's Acorn Financial Services Experience July 2012 - February 2013
Job Controller at JPMorgan Chase
Industry Investment Banking
Experience
J.P. Morgan   April 2013 - Present
Acorn Financial Services   July 2012 - February 2013
PavXpress Inc.   January 2007 - February 2013
Top Drawer Menswear   January 2010 - December 2011

Skills
Sales, Management, Financial Analysis, Time Management, Variable Products, Investments, Account Management, Finance, Investment Banking, Analysis

Education
Bloomsburg University of Pennsylvania   2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance with a Concentration in Personal Finance

Pascack Valley High School   2004 — 2008
Diploma

Eric Scruggs Eric Scruggs Washington D.C. Metro Area Details
Eric Scruggs's Acorn Financial Services Experience August 2012 - Present
Job Financial Planner at Acorn Financial Services
Industry Financial Services
Experience
Acorn Financial Services   August 2012 - Present
Integral, LLC  January 2011 - August 2012
Target  June 2010 - January 2011
Annual Giving Programs, The College of William and Mary   June 2009 - June 2010
William & Mary  December 2008 - May 2009
The College of William & Mary  June 2008 - May 2009
The Fund for William and Mary   February 2007 - December 2008
Human Rights Campaign  May 2008 - September 2008

Skills
Investments, Estate Planning, Fundraising, Retirement, Microsoft Office, Series 7, Wealth Management, Investment Advisory, Customer Service, Customer Relations, SQL Server, Financial Analysis, Client Services, Series 66, Registered Investment..., Retirement Planning, Investment Strategies, Alternative Investments, Financial Planning, Asset Managment, Personal Finance, Certified Financial..., Series 24

Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School   2015 — 2016
Master of Business Administration (M.B.A.)

Boston University   2012 — 2013
Certificate in Financial Planning, Financial Planning and Services

The College of William and Mary   2005 — 2009
Bachelor of Arts (BA), Economics and Governmemt

Robyn Hirschberg Robyn Hirschberg Bloomfield, New Jersey Details
Robyn Hirschberg's Acorn Financial Services Experience 2007 - 2013
Job Administrative Professional
Industry Financial Services
Experience
Two Rivers Coffee   October 2013 - April 2014
Acorn Financial Services   2007 - 2013

Skills
Investments, Event Planning, Team Building, Customer Service, Sales Management

Education
Bloomfield College   2005 — 2007
Business Administration and Management, General

Arcadia University   1990 — 1993
English/ Theater Arts

Steven Castrello Steven Castrello Greater New York City Area Details
Steven Castrello's Acorn Financial Services Experience July 2013 - Present
Job Owner/Investment Advisor
Industry Financial Services
Experience
A&M Insurance Agency Inc.   2009 - Present
Acorn Financial Services   July 2013 - Present
Merrill Lynch  January 2011 - January 2013
LaBranche Institutional Execution Group   2007 - 2009
LaBranche Structured Products  2004 - 2007

Education
Iona College   1997 — 1998
Political Science and Government

George Mason University   1995 — 1996
Public Administration

James Gambaccini James Gambaccini Washington D.C. Metro Area Details
James Gambaccini's Acorn Financial Services Experience June 2003 - Present
Job CFP® at Acorn Financial Services
Industry Financial Services
Experience
Acorn Financial Services   June 2003 - Present
Acorn Financial Services   2002 - Present
American Express  2002 - June 2003

Skills
Series 7, Series 66, Certified Financial..., Registered Investment..., Insurance Planning, Estate Planning, Retirement Planning, Investment Strategies, Alternative Investments, Financial Planning, Investments, Asset Management, Wealth Management, Investment Advisory, Personal Finance, Retirement, Financial Planners, Asset Managment, Asset Allocation, Wealth, Securities, Pensions, Strategic Financial..., Financial Advisory, Uniform Combined State..., Finance, Mutual Funds, Wealth Management..., Financial Goals, High Net Worth..., Financial Services, 401k, Personal Financial..., Investment Management, Fixed Annuities, Series 63, ETFs, Portfolio Management, Retirement Plan..., FINRA, Investment Advisory..., Life Insurance, Insurance, Defined Benefit, Long-term Care, Bonds, Disability Insurance, Equities, IRAs, Wealth Accumulation

Education
The University of Akron   1992 — 1995
BS, Finance and Business Administration

College for Financial Planning
CFP, Financial Planning, Asset Management, Tax Planning, Estate Planning, Retirement Planning, Insurance

Ken Ballin Ken Ballin Greater New York City Area Details
Ken Ballin's Acorn Financial Services Experience August 2006 - October 2010
Job Wealth Advisor
Industry Insurance
Experience
RLP Wealth Advisors, LLC   October 2013 - Present
owR Opinion   2012 - 2013
Gerstien Fisher   October 2011 - August 2012
Gerstein Fisher  2011 - 2012
Strategies for Wealth  2010 - October 2011
Acorn Financial Services   August 2006 - October 2010
Enterprise General Agency of Met Life   2004 - 2006
Nathan & Lewis Securities  1998 - 2004
Nathan & Lewis   1998 - 2002
The Guardian Life Insurance Company of America  1988 - 1991

Skills
Fixed Annuities, Insurance, Estate Planning, Long-term Care, Life Insurance, Strategic Financial..., Disability Insurance, Mutual Funds, Investments, Series 7, Health Insurance, Brokers

Education
University at Buffalo   1974 — 1980
Masters Degree, Linguistics

Jamaica High School   1971 — 1974
Regents Diploma, Foreign Languages and Literatures, General

Adelphi CFP Class

PS 102 Queens

Greg Sawicki, CFP®, PFS Greg Sawicki, CFP®, PFS Greater New York City Area Details
Greg Sawicki, CFP®, PFS's Acorn Financial Services Experience July 2012 - January 2013
Job Managing Director at Wealth Management Consultants
Industry Financial Services
Experience
Wealth Management Consultants   June 2013 - Present
Acorn Financial Services   July 2012 - January 2013
Harvey Partners   January 2010 - April 2012
Cedar Creek Management   November 2006 - December 2009
Rothstein Kass and Bisys RK   October 2002 - October 2006

Education
Lehigh University   1998 — 2002
Bachelor of Science (B.S.), Accounting

Dan Polizzotti, CFP®, ChFC, CLU, LUTCF Dan Polizzotti, CFP®, ChFC, CLU, LUTCF Greater New York City Area Details
Dan Polizzotti, CFP®, ChFC, CLU, LUTCF's Acorn Financial Services Experience July 1989 - Present
Job Financial Advisor at Acorn Financial Services
Industry Financial Services
Experience
Acorn Financial Services   July 1989 - Present

Education
Gettysburg College   1985 — 1989
BA, Management

West Morris Regional High School   1981 — 1985

Frederick Rick Russell Frederick Rick Russell Paramus, New Jersey Details
Frederick Rick Russell's Acorn Financial Services Experience 1984 - 1995
Job President and Founder of Acorn Consulting Services, Inc
Industry Financial Services
Experience
Acorn Consulting Services, Inc   December 1995 - Present
Acorn Financial Services   1984 - 1995

Education
The American College   1993 — 1997
M.S., Financial Services

State University of New York College at Buffalo   1970 — 1972
B.S., Industrial Technology

Westchester Community College   1968 — 1970
AAS, Civil Technology

Vincent Pernice Vincent Pernice Greater New York City Area Details
Vincent Pernice's Acorn Financial Services Experience May 2010 - August 2010
Job Operational Reporting Supervisor at OTG Management
Industry Food & Beverages
Experience
OTG Management  February 2013 - Present
Oppenheimer & Co.   August 2011 - February 2013
Acorn Financial Services   May 2010 - August 2010

Skills
PowerPoint, Word, Excel, Microsoft Excel, Microsoft Word, Accounting, Customer Service, Financial Modeling, Investments, Sales, Time Management, Marketing Strategy, Mutual Funds, Financial Services, Budgets, Analysis, Forecasting

Education
Providence College   2007 — 2011
B.S., Finance

Providence College   2007 — 2011
Bachelor of Science, Finance

Don Bosco Preparatory High School   2003 — 2007

Margaret Coppola Margaret Coppola Washington D.C. Metro Area Details
Margaret Coppola's Acorn Financial Services Experience September 2011 - Present
Job Assistant Manager at Reston Farm Market
Industry Restaurants
Experience
Reston Farm Market   April 2015 - Present
Roti Mediterranean Grill  February 2015 - Present
Acorn Financial Services   September 2011 - Present

Skills
Customer Service, Cash Management, Cash Handling, Strategic Planning, Social Media, Web Design, Web Development, Website Development

Education
James Madison University   2015 — 2019

George C. Marshall High School   2011 — 2015

Nick Grose Nick Grose Fairfax, Virginia Details
Nick Grose's Acorn Financial Services Experience June 2015 - Present
Job Intern at Acorn Financial Services
Industry Financial Services
Experience
Acorn Financial Services   June 2015 - Present
Lifetime Athletic  June 2013 - Present

Education
Northern Virginia Community College   2015 — 2015

Widdifield Secondary School   2013 — 2014

Fairfax High School   2009 — 2013

Michael Sikorski Michael Sikorski Bordentown, New Jersey Details
Michael Sikorski's Acorn Financial Services Experience April 2011 - August 2012
Job at Wells Fargo
Industry Financial Services
Experience
Wells Fargo  March 2013 - Present
AXA Advisors  November 2012 - January 2013
Acorn Financial Services   April 2011 - August 2012
John Hancock Financial Network, Acorn Financial   April 2011 - August 2012
Dow Jones Indexes  April 2006 - March 2010
Dow Jones and Company, Inc   April 2006 - March 2010
Bloomberg LP  August 2005 - April 2006
Bloomberg LP  August 2005 - April 2006
Bristol Myers Squibb Co  May 2005 - August 2005

Education
DeVry University
Associate of Applied Science, Computer Information Systems

DeVry University   2003 — 2009
Associates of Applied Science, Computer Information Systems - Securities

Rider University   2006 — 2007
Finance

Rider University
Bachelor of Science, Business Administration, Finance

Connor Donohue Connor Donohue Greater New York City Area Details
Connor Donohue's Acorn Financial Services Experience May 2008 - August 2008
Job Fixed Income Trader at Stockcross Financial Services
Industry Financial Services
Experience
Stock Cross Financial   July 2010 - Present
The GMS Group, LLC   June 2009 - July 2010
Acorn Financial Services   May 2008 - August 2008

Skills
Electronic Trading, Bonds, Bloomberg, Fixed Income, FINRA, Investments, Securities, Mutual Funds, Fixed Annuities, Financial Services

Education
Elon University   2005 — 2009
BA, Psychology

Elon University
B.A, Psychology; Psychology

Matthew Wylan Matthew Wylan Baltimore, Maryland Area Details
Matthew Wylan's Acorn Financial Services Experience May 2004 - August 2004
Job Investment Liaison at T. Rowe Price
Industry Financial Services
Experience
T. Rowe Price  November 2011 - Present
T. Rowe Price  August 2008 - November 2011
T. Rowe Price  February 2007 - August 2008
T. Rowe Price  July 2005 - February 2007
Acorn Financial Services   May 2004 - August 2004
Scripophily.com   November 1999 - April 2004

Skills
Investments, Mutual Funds, Data Analysis, Interdepartmental..., Reporting & Analysis, Fund Accounting, Leadership, Equities, Accounting

Education
University of Maryland - Robert H. Smith School of Business   2009 — 2012
Master, Business Administration

James Madison University - College of Business   2001 — 2005
Bachelor, Business Administration; Finance

Barbara Blumhof Barbara Blumhof Greater New York City Area Details
Barbara Blumhof's Acorn Financial Services Experience September 2012 - Present
Job Administrative Assistant at Acorn Financial Services
Industry Marketing and Advertising
Experience
Acorn Financial Services   September 2012 - Present
Keep On Pushing Foundation   June 2005 - Present
zenjewelz   November 2011 - November 2014
Barbara Blumhof   October 2008 - June 2014
CitiCapital Equipment Finance/Citibank   October 1995 - November 2008
Copelco Capital  1995 - 2000
Arco/Arco New Castle RE Property Mgmt   1984 - 1992

Skills
Customer Relations, Contract Negotiation, Logistics, Creative Development, Diversity, Marketing and Design, Branding, Cross-group..., Budget Management, Corporate Social..., Communications, Customer/Client..., Project Management, Negotiation, Trade Shows, Creative Direction, Leadership, Budgets, Training, Marketing, Sales, Strategic Planning, Customer Service, Event Planning, Event Management, Strategy, Public Relations, Marketing Communications, CRM

Education
American University
Journalism

Jennifer Gentile MBA, CIA, CFE Jennifer Gentile MBA, CIA, CFE Washington D.C. Metro Area Details
Jennifer Gentile MBA, CIA, CFE's Acorn Financial Services Experience June 2008 - August 2008
Job Senior Auditor at USDA Office of Inspector General
Industry Accounting
Experience
USDA OIG  April 2013 - Present
USDA OIG  August 2010 - April 2013
USDA OIG  June 2009 - August 2010
University of Scranton  September 2008 - May 2009
University of Scranton  August 2008 - May 2009
Acorn Financial Services   June 2008 - August 2008

Skills
Accounting, Auditing, Financial Reporting, Microsoft Excel, Microsoft Office, Financial Analysis, Financial Statements, Microsoft Word, PowerPoint, Research

Education
University of Scranton   2008 — 2009
MBA, Accounting

University of Scranton   2004 — 2008
BS, Accounting

Jeff McIntire Jeff McIntire Greater New York City Area Details
Jeff McIntire's Acorn Financial Services Experience January 2011 - Present
Job Managing Partner @ Tee to Green Financial, LLC
Industry Accounting
Experience
Acorn Financial Services   January 2011 - Present
Tee to Green Financial, LLC   March 2008 - Present
LLM Group, LLC   February 2008 - October 2010
J Wilner & Associates, Inc.   December 1994 - January 2009

Skills
Tax, Income Tax

Education
Rutgers University-New Brunswick   1996 — 1999
Economics

Towson University   1994 — 1995

Stephanie Silvano Stephanie Silvano Greater New York City Area Details
Stephanie Silvano's Acorn Financial Services Experience June 2008 - August 2012
Job Summer Associate at Gibson, Dunn & Crutcher LLP
Industry Law Practice
Experience
United States District Court of New Jersey  June 2013 - August 2013
Acorn Financial Services   June 2008 - August 2012
Coyne PR  June 2011 - August 2011
New Jersey Sports And Exposition Authority  June 2010 - August 2010

Education
Fordham University School of Law   2012 — 2015
Doctor of Law (J.D.)

The George Washington University - School of Business   2008 — 2011
BBA, Marketing and Sports and Event Management, secondary field of Communications

Michael Dunleavy Michael Dunleavy Greater New York City Area Details
Michael Dunleavy's Acorn Financial Services Experience June 2007 - August 2007
Job Vice President OTC Derivatives at BNY Mellon
Industry Financial Services
Experience
BNY Mellon  March 2015 - Present
BNY Mellon  December 2011 - February 2015
Bridgewater Associates  August 2011 - December 2011
Legg Mason & Co., LLC   June 2008 - July 2011
General Electric Co  October 2007 - May 2008
Acorn Financial Services   June 2007 - August 2007

Education
Fairfield University   2004 — 2008
BS, Finance

Michael Minton Michael Minton Manasquan, New Jersey Details
Michael Minton's Acorn Financial Services Experience August 1993 - January 2010
Job Insurance Products & Services
Industry Insurance
Experience
East Main Street Advisors, LLC   January 2010 - Present
The Long-Term Care Specialist Group   January 2003 - Present
Acorn Financial Services   August 1993 - January 2010

Skills
Insurance, Long-term Care, Financial Advisory, Sales, Long Term Care Insurance, Health Insurance, Financial Planners, Sales Management, Financial Services, Disability Insurance, Retirement Planning, Retirement, Term Life Insurance, Investments, Fixed Annuities, Life Insurance, Series 7, Estate Planning, Brokers, 401k, Employee Benefits, Health Savings Accounts, Wealth

Education
Hobart College   1989 — 1993
BA, Computer Science, Economics

Nick Stefans Nick Stefans Greater New York City Area Details
Nick Stefans's Acorn Financial Services Experience March 2010 - October 2010
Job Associate Vice President at The Garibaldi Group LLC
Industry Real Estate
Experience
The Garibaldi Group LLC  May 2015 - Present
GFI Group  January 2011 - April 2015
Acorn Financial Services   March 2010 - October 2010

Skills
Options, Bloomberg, Commodity, Equities, Microsoft Office, Microsoft Excel, Social Media, Investments, Derivatives, Sales, Financial Modeling, Fixed Income, Trading

Education
Saint Lawrence University   2005 — 2009
Economics

Milton Gaspar Milton Gaspar Greater New York City Area Details
Milton Gaspar's Acorn Financial Services Experience September 2003 - Present
Job Associate to Robert J. Ferrari at Acorn Financial Services
Industry Financial Services
Experience
Acorn Financial Services   September 2003 - Present

Education
Montclair State University