Alliance Advisory Group

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Alliance Advisory Group Employees

Employee
Years
Job
Industry
Nicholas Cuviello Nicholas Cuviello Buffalo/Niagara, New York Area Details
Nicholas Cuviello's Alliance Advisory Group Experience June 2014 - September 2014
Job Staffing Consultant with CareTeam Solutions
Industry Staffing and Recruiting
Experience
AdvoCare  January 2015 - Present
CareTeam Solutions   October 2014 - Present
TK Valet  March 2014 - Present
Alliance Advisory Group   June 2014 - September 2014

Skills
Sports Nutrition, Customer Service, Coaching, Athletics, Strength Training, Weight Training, Fitness Training, Fitness, Food, Cold Calling, Cpr Certified, Diet Planning, Sales, Social Networking, Personal Finance

Education
State University of New York College at Buffalo   2010 — 2015
Bachelor's degree in Economics and Finance, Economics and Finance

John Montague John Montague Rochester, New York Area Details
John Montague's Alliance Advisory Group Experience June 2012 - February 2014
Job Licensed Insurance Agent
Industry Financial Services
Experience
Independent Broker Dealer  February 2014 - Present
Alliance Advisory Group   June 2012 - February 2014
MassMutual Financial Group  December 2009 - May 2012
Citi  April 2009 - August 2009
Legg Mason & CO., LLC   October 2006 - December 2008
Adecco Group  June 2005 - July 2006
Paychex  December 2003 - May 2005

Skills
Retirement Planning, Financial Services, Fixed Annuities, Life Insurance, Strategic Financial..., Securities, Disability Insurance, Employee Benefits, Variable Annuities, Income Protection, 401k Rollovers, College Education..., Asset Protection, Roth IRA, Traditional IRA, Holistic Financial..., Trading

Education
State University of New York College at Oswego   1998 — 2003
Bachelors of Science, Business Administration, Economics

Webster High School   1994 — 1998
Regents Diploma

Pete Livingston Pete Livingston Houston, Texas Area Details
Pete Livingston's Alliance Advisory Group Experience January 2007 - October 2010
Job Long Term Care Solutions Specialist, ACSIA Partners
Industry Insurance
Experience
ACSIA Partners  October 2010 - Present
Alliance Advisory Group   January 2007 - October 2010

Skills
Long Term Care Insurance, LTC Hybrid Products, Life Insurance, Disability Insurance, Term Life Insurance, Finance, Insurance, Long-term Care

Education
University of Rochester   1972 — 1976
BS, Physics

Alfred State College - SUNY College of Technology   1966 — 1969
AAS, Enginering

Graham Ritchie Graham Ritchie Cazenovia, New York Details
Graham Ritchie's Alliance Advisory Group Experience June 2011 - January 2013
Job Registered Representative at Leigh Baldwin & Co., LLC
Industry Investment Management
Experience
Leigh Baldwin & Co., LLC   January 2013 - Present
Alliance Advisory Group   June 2011 - January 2013
Genworth Financial  June 2009 - August 2011
G&R Benefits   1997 - 2008

Skills
Investments, Employee Benefits, Insurance, Long Term Care Insurance, Retirement Planning, Life Insurance, Fixed Annuities, Disability Insurance, Retirement, Series 7, Strategic Financial..., Series 63, Financial Analysis, Estate Planning

Education
University of Pennsylvania - The Wharton School   1985 — 1987
MBA, Finance

Cornell University   1979 — 1983
BS, Applied Economics and Business Management

FM High School

Lori Fashano Lori Fashano Rochester, New York Area Details
Lori Fashano's Alliance Advisory Group Experience January 1988 - Present
Job Disability Income Specialist at Alliance Advisory Group
Industry Financial Services
Experience
Women In Financial Services - Rochester chapter   November 2009 - Present
Alliance Advisory Group   January 1988 - Present
RAIFA board member   2008 - 2009

Education
State University of New York at Buffalo - School of Management
Business Management

Chelsie Hinckley Chelsie Hinckley Buffalo/Niagara, New York Area Details
Chelsie Hinckley's Alliance Advisory Group Experience January 2015 - June 2015
Job STEM Program Director for College For Every Student
Industry Higher Education
Experience
College For Every Student  July 2015 - Present
Alliance Advisory Group   January 2015 - June 2015
Newark central school district  November 2013 - June 2014
University at Buffalo Graduate School of Education   May 2012 - August 2013
College Success Center in Bennett High School   June 2012 - June 2013
FAFSA Completion Project   December 2012 - May 2013
Undergraduate Academies   October 2010 - December 2012
The Spectrum Newspaper, University at Buffalo  October 2009 - May 2010

Skills
Research, Public Speaking, Event Planning, Microsoft Office, Non-profits, Microsoft Excel, Higher Education, Leadership, Team Leadership, Teamwork, Program Coordination, Microsoft Publisher, Editing, Student Counseling, Community Outreach, Teaching, Social Media, Microsoft Word, Program Development, Time Management, Social Networking, Marketing, Writing, Customer Service

Education
State University of New York at Buffalo   2009 — 2013
Bachelor's degree, English Language and Literature, General, Cum Laude

Newark High School   2005 — 2009

Yang Yang (Janet) Yang Yang (Janet) Greater New York City Area Details
Yang Yang (Janet)'s Alliance Advisory Group Experience October 2013 - February 2014
Job Student at The Johns Hopkins University Carey Business School
Industry Accounting
Experience
KPMG US  June 2015 - August 2015
Beta Alpha Psi, Zeta Theta Chapter   August 2013 - May 2014
Alliance Advisory Group   October 2013 - February 2014
American Campus Communities  May 2013 - December 2013
University at Buffalo  August 2011 - May 2013

Skills
Microsoft Excel, Customer Service, PowerPoint, Microsoft Office, Time Management, Facebook, Access, Event Planning, Teamwork, Public Speaking, Leadership, Social Media, Team Leadership, Research, Microsoft Word, Data Analysis, Accounting, Financial Analysis, Outlook, Market Research, Social Networking, Critical Thinking, Marketing, Program Management, Nonprofits, Fundraising, Analysis, Data Entry, Higher Education, English, Training, QuickBooks, Editing, Social Media Marketing, Mandarin, Event Management, Public Relations, Photoshop, Statistics, Chinese, Windows, Management, Leadership Development, Economics, Recruiting, Human Resources

Education
The Johns Hopkins University - Carey Business School   2015 — 2016
Master of Science (MS), Finance and Financial Management Services

State University of New York at Buffalo - School of Management   2010 — 2014
Bachelors of Science (BS) in Accounting, Accounting and Business/Management, Communications, Cum Laude

Chris Werely Chris Werely Greater New York City Area Details
Chris Werely's Alliance Advisory Group Experience September 2006 - May 2008
Job Regional Director at Usablenet
Industry Information Technology and Services
Experience
Usablenet  January 2014 - Present
Usablenet  October 2011 - December 2013
Werely Properties   July 2003 - June 2013
Visual Lease   2008 - 2011
Alliance Advisory Group   September 2006 - May 2008
Manning & Napier Information Services  August 2002 - September 2006

Skills
Real Estate, Account Management, Investments, Leases, Contract Negotiation, Product Management, Strategic Planning, SaaS, Social Media, Leadership, Business Development, Management, Entrepreneurship, New Business Development, E-commerce, CRM, Strategy, Program Management, Strategic Partnerships, Project Management, Marketing, Sales

Education
Clarkson University
BS, Management Information Systems

Christine Clapp Christine Clapp Buffalo/Niagara, New York Area Details
Christine Clapp's Alliance Advisory Group Experience 2008 - Present
Job Director of Recruiting
Industry Financial Services
Experience
Alliance Advisory Group   2008 - Present

Education
State University of New York College at Buffalo   2001 — 2003
Masters Degree, Public Relations Management

Utica College   1999 — 2001
Bachelors Degree, Public Relations and Journalism

SUNY Morrisville   1997 — 1999
Associates, Journalism

Dawn Flick Dawn Flick Utica, New York Area Details
Dawn Flick's Alliance Advisory Group Experience June 2009 - January 2010
Job A/R Technical Support at FaxtonSt. Luke's Healthcare
Industry Financial Services
Experience
Faxton-St. Luke's Healthcare   2009 - Present
Alliance Advisory Group   June 2009 - January 2010
Oriska Companies   March 2003 - May 2009
Boonville Big M   August 1994 - March 2003
Jacksonville University  September 1997 - December 1998

Education
SUNY Polytechnic Institute   2006 — 2009
Bachelor of Science, Finance