Advisors Ahead
Description
Address: 420 Lexington Ave, New York, NY 10170 Phone: (212) 682-2600: : : : Place name: Category: Website: : : Hours: Website: http://www.advisorsahead.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. · Own this business?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 The Advisors Ahead Posting publicly on the Web Write a review Reviews Be the first to review
Advisors Ahead List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Advisors Ahead. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Advisors Ahead Salaries. You can even request information on how much does Advisors Ahead pay if you want to. Learn about salaries, pros and cons of working for Advisors Ahead directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
15 Advisors Ahead employees in database. Find out everything there's to know about Advisors Ahead employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Advisors Ahead Employees
Employee
Years
Job
Industry
Airionne Givens Airionne Givens's Advisors Ahead Experience May 2014 - April 2015
Job Financial Services at Waddell & Reed
Industry Financial Services
Experience
Waddell & Reed May 2015 - Present
Advisors Ahead May 2014 - April 2015
Bank of America June 2013 - May 2014
Schnuck Markets, Inc. July 2012 - July 2013
Walt Disney World January 2012 - June 2012
Department of Finance August 2010 - December 2011
Skills
Customer Service, Time Management, Microsoft Office, PowerPoint, Leadership, Public Speaking, Microsoft Excel, Teamwork, Microsoft Word, Financial Analysis, Management, Data Analysis, Outlook, Team Leadership, Personal Finance, Client Services, Finance, Financial Planning, Financial Management..., Event Planning, Social Media, Social Networking, Facebook, Sales, Strategic Planning, Data Entry, Financial Services
Education
University of Missouri-Columbia 2010 — 2014
Bachelor of Science (BS), Personal Financial Planning
Waddell & Reed May 2015 - Present
Advisors Ahead May 2014 - April 2015
Bank of America June 2013 - May 2014
Schnuck Markets, Inc. July 2012 - July 2013
Walt Disney World January 2012 - June 2012
Department of Finance August 2010 - December 2011
Skills
Customer Service, Time Management, Microsoft Office, PowerPoint, Leadership, Public Speaking, Microsoft Excel, Teamwork, Microsoft Word, Financial Analysis, Management, Data Analysis, Outlook, Team Leadership, Personal Finance, Client Services, Finance, Financial Planning, Financial Management..., Event Planning, Social Media, Social Networking, Facebook, Sales, Strategic Planning, Data Entry, Financial Services
Education
University of Missouri-Columbia 2010 — 2014
Bachelor of Science (BS), Personal Financial Planning
Chelsea Benoit Chelsea Benoit's Advisors Ahead Experience December 2013 - May 2014
Job Financial Analyst/Junior Planner at Goodman Financial
Industry Financial Services
Experience
Goodman Financial Corporation June 2014 - Present
Advisors Ahead December 2013 - May 2014
C.T. Bauer College of Business, University of Houston August 2012 - May 2014
Skills
Time Management, Microsoft Office, Microsoft Excel, PowerPoint, Customer Service, Microsoft Word, Social Media, Budgets, Filing, Photoshop, English, Fax
Education
University of Houston 2010 — 2014
Bachelor of Business Administration (BBA), Finance and Marketing, Senior
Goodman Financial Corporation June 2014 - Present
Advisors Ahead December 2013 - May 2014
C.T. Bauer College of Business, University of Houston August 2012 - May 2014
Skills
Time Management, Microsoft Office, Microsoft Excel, PowerPoint, Customer Service, Microsoft Word, Social Media, Budgets, Filing, Photoshop, English, Fax
Education
University of Houston 2010 — 2014
Bachelor of Business Administration (BBA), Finance and Marketing, Senior
Kareem George Kareem George's Advisors Ahead Experience January 2014 - August 2014
Job Private Wealth Management/Record Production
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. October 2014 - Present
The Brewery Recording Studio June 2009 - Present
Advisors Ahead January 2014 - August 2014
Puma September 2013 - December 2013
Ameriprise Financial Services, Inc. June 2008 - June 2010
Skills
Teamwork, Microsoft Word
Education
University of Connecticut 2005 — 2009
Bachelor of Science (BS), Economics
Universidad Pablo de Olavide 2008 — 2008
International Business
Ameriprise Financial Services, Inc. October 2014 - Present
The Brewery Recording Studio June 2009 - Present
Advisors Ahead January 2014 - August 2014
Puma September 2013 - December 2013
Ameriprise Financial Services, Inc. June 2008 - June 2010
Skills
Teamwork, Microsoft Word
Education
University of Connecticut 2005 — 2009
Bachelor of Science (BS), Economics
Universidad Pablo de Olavide 2008 — 2008
International Business
Drew Harmon's Advisors Ahead Experience May 2014 - May 2015
Job Resident Professional at Main Street Family Advisors, Inc.
Industry Financial Services
Experience
Main Street Family Advisors, Inc. June 2015 - Present
Advisors Ahead May 2014 - May 2015
University of Cincinnati February 2013 - April 2014
Advisors Ahead June 2013 - August 2013
The Goering Center for Family and Private Business March 2010 - March 2013
Robert Leshner & Associates, Inc. June 2012 - August 2012
Robert Leshner & Associates, Inc. January 2012 - March 2012
GE Aviation June 2011 - September 2011
GE Aviation January 2011 - March 2011
Skills
Excel, Word, Oracle Financials, Impact, Coaching, Visionary, Fundraising, ACT! Database, Portfolio Management, Microsoft Office, Advent, Microsoft Excel, Microsoft Word, Leadership, Team Leadership, Goal-driven leader, Event Planning, Social Media, Entrepreneurship, Marketing Strategy, Business Development
Education
University of Cincinnati College of Business 2009 — 2014
Bachelor's Degree, Finance and Entrepreneurship; Family Business Certificate
Intercultural Institute of Japan 2012 — 2012
Japanese Language Short Training Program
LaSalle High School 2005 — 2009
Diploma with Honors
Main Street Family Advisors, Inc. June 2015 - Present
Advisors Ahead May 2014 - May 2015
University of Cincinnati February 2013 - April 2014
Advisors Ahead June 2013 - August 2013
The Goering Center for Family and Private Business March 2010 - March 2013
Robert Leshner & Associates, Inc. June 2012 - August 2012
Robert Leshner & Associates, Inc. January 2012 - March 2012
GE Aviation June 2011 - September 2011
GE Aviation January 2011 - March 2011
Skills
Excel, Word, Oracle Financials, Impact, Coaching, Visionary, Fundraising, ACT! Database, Portfolio Management, Microsoft Office, Advent, Microsoft Excel, Microsoft Word, Leadership, Team Leadership, Goal-driven leader, Event Planning, Social Media, Entrepreneurship, Marketing Strategy, Business Development
Education
University of Cincinnati College of Business 2009 — 2014
Bachelor's Degree, Finance and Entrepreneurship; Family Business Certificate
Intercultural Institute of Japan 2012 — 2012
Japanese Language Short Training Program
LaSalle High School 2005 — 2009
Diploma with Honors
Kelly Laguaite Kelly Laguaite's Advisors Ahead Experience November 2013 - Present
Job Director of Marketing and Communications
Industry Financial Services
Experience
Advisors Ahead November 2013 - Present
Advisors Ahead November 2013 - Present
Advisors Ahead 2013 - 2014
Advisors Ahead 2013 - 2014
Advisors Ahead 2013 - 2014
ADP January 2013 - August 2013
ADP October 2012 - January 2013
ADP July 2012 - October 2012
Synergy Capital May 2012 - October 2012
DMD Marketting January 2012 - June 2012
Skills
Microsoft Office, Time Management, Risk Management, Web Development, Social Media, Social Networking, Analysis, Data Analysis, Microsoft Excel, PowerPoint, Access, Financial Analysis, Microsoft Word, Facebook, Research, Finance, Sales, Marketing, Accounting, Financial Reporting, Business Analysis, Payroll, Business Planning, Financial Accounting, Business Strategy, Project Management, Asset Managment, Sales Management, QuickBooks, Human Resources, CRM, Salesforce.com, Forecasting, Leadership, Management
Education
Tulane University 2008 — 2012
BSM, Finance
HEC School of Management / HEC Paris 2011 — 2011
International Business, 4
ICADE 2011 — 2011
International Economics, A
Baton Rouge High School
Advisors Ahead November 2013 - Present
Advisors Ahead November 2013 - Present
Advisors Ahead 2013 - 2014
Advisors Ahead 2013 - 2014
Advisors Ahead 2013 - 2014
ADP January 2013 - August 2013
ADP October 2012 - January 2013
ADP July 2012 - October 2012
Synergy Capital May 2012 - October 2012
DMD Marketting January 2012 - June 2012
Skills
Microsoft Office, Time Management, Risk Management, Web Development, Social Media, Social Networking, Analysis, Data Analysis, Microsoft Excel, PowerPoint, Access, Financial Analysis, Microsoft Word, Facebook, Research, Finance, Sales, Marketing, Accounting, Financial Reporting, Business Analysis, Payroll, Business Planning, Financial Accounting, Business Strategy, Project Management, Asset Managment, Sales Management, QuickBooks, Human Resources, CRM, Salesforce.com, Forecasting, Leadership, Management
Education
Tulane University 2008 — 2012
BSM, Finance
HEC School of Management / HEC Paris 2011 — 2011
International Business, 4
ICADE 2011 — 2011
International Economics, A
Baton Rouge High School
Clay Skurdal Clay Skurdal's Advisors Ahead Experience February 2013 - Present
Job Chief Operating Officer Advisors Ahead | President Advisors Ahead Talent Solutions Group
Industry Financial Services
Experience
Advisors Ahead February 2013 - Present
The U.S. Gymnastics Academy February 2008 - Present
Morgan Stanley Wealth Management January 2011 - October 2012
Smith Barney January 2001 - January 2011
Smith Barney March 1991 - January 2001
Shearson Lehman Hutton February 1988 - March 1991
E. F. Hutton August 1983 - February 1988
Skills
Leading Change, Coaching, Problem Solving, Strategic Thinking, Wealth Management, Series 7, Series 63, Series 65, Series 8, Series 3, Investment Strategies, Hedge Funds, Risk Management, Bonds, Public Speaking, Strategic Financial..., Team Leadership, Alternative Investments, Sourcing Talent, Personal Development, Retention Management, Recruiting, Disability Insurance, Cash Management, Venture Capital, Electronic Trading, Marketing Communications, Change Management, Management, FINRA, Securities, Leadership, Capital Markets, Start-ups, Finance, Wealth Management..., Financial Services, Sourcing, Relationship Management, Training, ETFs, 401k, Bloomberg, Investment Management, Trading, Financial Risk, Fixed Annuities, Options, Private Banking, Wealth
Education
Montana State University-Bozeman 1979 — 1983
Bachelor of Science (B.S.), Political Science
Advisors Ahead February 2013 - Present
The U.S. Gymnastics Academy February 2008 - Present
Morgan Stanley Wealth Management January 2011 - October 2012
Smith Barney January 2001 - January 2011
Smith Barney March 1991 - January 2001
Shearson Lehman Hutton February 1988 - March 1991
E. F. Hutton August 1983 - February 1988
Skills
Leading Change, Coaching, Problem Solving, Strategic Thinking, Wealth Management, Series 7, Series 63, Series 65, Series 8, Series 3, Investment Strategies, Hedge Funds, Risk Management, Bonds, Public Speaking, Strategic Financial..., Team Leadership, Alternative Investments, Sourcing Talent, Personal Development, Retention Management, Recruiting, Disability Insurance, Cash Management, Venture Capital, Electronic Trading, Marketing Communications, Change Management, Management, FINRA, Securities, Leadership, Capital Markets, Start-ups, Finance, Wealth Management..., Financial Services, Sourcing, Relationship Management, Training, ETFs, 401k, Bloomberg, Investment Management, Trading, Financial Risk, Fixed Annuities, Options, Private Banking, Wealth
Education
Montana State University-Bozeman 1979 — 1983
Bachelor of Science (B.S.), Political Science
Marty Morua's Advisors Ahead Experience February 2014 - Present
Job Real Estate Broker at Corcoran Group Real Estate
Industry Financial Services
Experience
Corcoran Group Real Estate July 2015 - Present
Allbackoffice Consulting, LLC March 2014 - Present
Advisors Ahead February 2014 - Present
TradePMR April 2013 - November 2013
MyRIAcoach July 2007 - January 2013
TDAmeritrade June 1998 - June 2007
Waterhouse Securities October 1995 - June 1998
Best Little Real Estate Inc. September 1991 - October 1995
Skills
Financial Services, Investments, Securities, Portfolio Management, Investment Advisory, Equities, Wealth Management, Finance, Financial Advisory, Fixed Income, FINRA, Asset Management, Relationship Management, Mutual Funds, Custodial Services, Business Development, Financial Planning, RIAs and financial..., Retirement Planning, Investment Strategies, Alternative Investments, Real Estate Transactions, Real Estate, Real Estate License, Real Estate Marketing
Education
New York Institute of Technology-Old Westbury 1987 — 1991
Economics & Intl Banking, International Economics
Corcoran Group Real Estate July 2015 - Present
Allbackoffice Consulting, LLC March 2014 - Present
Advisors Ahead February 2014 - Present
TradePMR April 2013 - November 2013
MyRIAcoach July 2007 - January 2013
TDAmeritrade June 1998 - June 2007
Waterhouse Securities October 1995 - June 1998
Best Little Real Estate Inc. September 1991 - October 1995
Skills
Financial Services, Investments, Securities, Portfolio Management, Investment Advisory, Equities, Wealth Management, Finance, Financial Advisory, Fixed Income, FINRA, Asset Management, Relationship Management, Mutual Funds, Custodial Services, Business Development, Financial Planning, RIAs and financial..., Retirement Planning, Investment Strategies, Alternative Investments, Real Estate Transactions, Real Estate, Real Estate License, Real Estate Marketing
Education
New York Institute of Technology-Old Westbury 1987 — 1991
Economics & Intl Banking, International Economics
Sam Gallucci CFP (R) CPWA (R)'s Advisors Ahead Experience March 2012 - October 2012
Job National CoHead Wealth Specialist Teams at Citi PWM
Industry Financial Services
Experience
Citi PWM May 2013 - Present
Citi PWM September 2012 - Present
Advisors Ahead March 2012 - October 2012
Morgan Stanley March 1999 - March 2012
Morgan Stanley Dean Witter 1999 - 2004
KPMG Peat Marwick April 1992 - March 1999
Skills
Tax, High Net Worth..., Wealth Management, Series 7, Financial Planning, Retirement Planning, Retirement, Insurance, Estate Planning, Strategic Financial..., Wealth Management..., Portfolio Management, Mutual Funds, Financial Planners, Wealth, Series 24, Financial Services, Investments, Fixed Income, Securities, Relationship Management, Asset Management, FINRA, Equities, Asset Allocation, Series 63, Alternative Investments, Trusts, Financial Advisory, Capital Markets
Education
American College 2005 — 2007
MS, Management
Fairleigh Dickinson University 1977 — 1980
MBA, Finance
Syracuse University 1973 — 1977
BA, Political Science & Business
Citi PWM May 2013 - Present
Citi PWM September 2012 - Present
Advisors Ahead March 2012 - October 2012
Morgan Stanley March 1999 - March 2012
Morgan Stanley Dean Witter 1999 - 2004
KPMG Peat Marwick April 1992 - March 1999
Skills
Tax, High Net Worth..., Wealth Management, Series 7, Financial Planning, Retirement Planning, Retirement, Insurance, Estate Planning, Strategic Financial..., Wealth Management..., Portfolio Management, Mutual Funds, Financial Planners, Wealth, Series 24, Financial Services, Investments, Fixed Income, Securities, Relationship Management, Asset Management, FINRA, Equities, Asset Allocation, Series 63, Alternative Investments, Trusts, Financial Advisory, Capital Markets
Education
American College 2005 — 2007
MS, Management
Fairleigh Dickinson University 1977 — 1980
MBA, Finance
Syracuse University 1973 — 1977
BA, Political Science & Business
Jennifer DiResta Tribble's Advisors Ahead Experience June 2012 - November 2013
Job Project Manager, Professional Development at U.S. Bank
Industry Financial Services
Experience
U.S. Bank November 2014 - Present
U.S. Bank May 2014 - October 2014
Advisors Ahead June 2012 - November 2013
Morgan Stanley Smith Barney March 2011 - June 2012
Morgan Stanley Smith Barney September 2006 - March 2011
New York Life Insurance Company March 2006 - August 2006
First Rehab Life October 2004 - March 2006
Education
Boston University 1999 — 2003
Bachelor's Degree, Economics, Political Science
U.S. Bank November 2014 - Present
U.S. Bank May 2014 - October 2014
Advisors Ahead June 2012 - November 2013
Morgan Stanley Smith Barney March 2011 - June 2012
Morgan Stanley Smith Barney September 2006 - March 2011
New York Life Insurance Company March 2006 - August 2006
First Rehab Life October 2004 - March 2006
Education
Boston University 1999 — 2003
Bachelor's Degree, Economics, Political Science
Joseph Reddington's Advisors Ahead Experience January 2015 - Present
Job Resident Professional at Advisors Ahead
Industry Financial Services
Experience
Advisors Ahead January 2015 - Present
Denny's May 2014 - August 2014
Stop & Shop May 2013 - August 2014
Skills
Mathematics, Mathematical Analysis, Economics, EViews, Microsoft Word, Microsoft Excel
Education
Binghamton University 2011 — 2014
Bachelor of Science (BS), Economic Analysis and Mathematics, 3.592 GPA
Advisors Ahead January 2015 - Present
Denny's May 2014 - August 2014
Stop & Shop May 2013 - August 2014
Skills
Mathematics, Mathematical Analysis, Economics, EViews, Microsoft Word, Microsoft Excel
Education
Binghamton University 2011 — 2014
Bachelor of Science (BS), Economic Analysis and Mathematics, 3.592 GPA